$0 is the total value of Investors Financial Group, LLC's 1 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | N/A | $0 | – | 0 | +100.0% | 0.00% | – | |
| XELA | Exit | EXELA TECHNOLOGIES INC | $0 | – | -13,700 | -100.0% | -0.01% | – |
| MTNB | Exit | MATINAS BIOPHARMA HLDGS INC | $0 | – | -50,000 | -100.0% | -0.02% | – |
| TWO | Exit | TWO HBRS INVT CORP | $0 | – | -11,600 | -100.0% | -0.03% | – |
| EZPW | Exit | EZCORP INCcl a non vtg | $0 | – | -10,196 | -100.0% | -0.04% | – |
| SAN | Exit | BANCO SANTANDER S.A.adr | $0 | – | -23,977 | -100.0% | -0.04% | – |
| STKL | Exit | SUNOPTA INC | $0 | – | -13,000 | -100.0% | -0.04% | – |
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -11,491 | -100.0% | -0.05% | – |
| NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -13,358 | -100.0% | -0.05% | – |
| SIRI | Exit | SIRIUS XM HOLDINGS INC | $0 | – | -17,397 | -100.0% | -0.05% | – |
| DNP | Exit | DNP SELECT INCOME FD INC | $0 | – | -12,305 | -100.0% | -0.06% | – |
| NLS | Exit | NAUTILUS INC | $0 | – | -22,750 | -100.0% | -0.06% | – |
| BHG | Exit | BRIGHT HEALTH GROUP INC | $0 | – | -42,050 | -100.0% | -0.07% | – |
| CX | Exit | CEMEX SAB DE CVspon adr new | $0 | – | -22,375 | -100.0% | -0.07% | – |
| VMM | Exit | DELAWARE INVTS MINN MUN INCO | $0 | – | -11,500 | -100.0% | -0.08% | – |
| MYI | Exit | BLACKROCK MUNIYIELD QUALITY | $0 | – | -11,600 | -100.0% | -0.08% | – |
| NZF | Exit | NUVEEN MUNICIPAL CREDIT INC | $0 | – | -11,000 | -100.0% | -0.09% | – |
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -10,362 | -100.0% | -0.09% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -2,592 | -100.0% | -0.09% | – |
| OTTR | Exit | OTTER TAIL CORP | $0 | – | -2,824 | -100.0% | -0.09% | – |
| PPL | Exit | PPL CORP | $0 | – | -6,721 | -100.0% | -0.09% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -2,836 | -100.0% | -0.10% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -13,220 | -100.0% | -0.10% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -1,810 | -100.0% | -0.10% | – |
| IR | Exit | INGERSOLL RAND INC | $0 | – | -3,342 | -100.0% | -0.10% | – |
| VOOG | Exit | VANGUARD ADMIRAL FDS INC500 grth idx f | $0 | – | -685 | -100.0% | -0.10% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -2,077 | -100.0% | -0.10% | – |
| LUMO | Exit | LUMOS PHARMA INC | $0 | – | -30,600 | -100.0% | -0.10% | – |
| CSX | Exit | CSX CORP | $0 | – | -5,723 | -100.0% | -0.10% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -3,488 | -100.0% | -0.10% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -893 | -100.0% | -0.10% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -4,361 | -100.0% | -0.10% | – |
| SPTI | Exit | SPDR SER TRportfli intrmdit | $0 | – | -6,939 | -100.0% | -0.10% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -2,013 | -100.0% | -0.10% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -737 | -100.0% | -0.10% | – |
| SAVA | Exit | CASSAVA SCIENCES INC | $0 | – | -5,100 | -100.0% | -0.10% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -1,360 | -100.0% | -0.10% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -1,880 | -100.0% | -0.11% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -265 | -100.0% | -0.11% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -2,267 | -100.0% | -0.12% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -986 | -100.0% | -0.12% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -3,833 | -100.0% | -0.12% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -6,241 | -100.0% | -0.12% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -429 | -100.0% | -0.12% | – |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -1,161 | -100.0% | -0.12% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -2,098 | -100.0% | -0.13% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -2,327 | -100.0% | -0.13% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -417 | -100.0% | -0.13% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -1,473 | -100.0% | -0.13% | – |
| DHS | Exit | WISDOMTREE TRus high dividend | $0 | – | -3,422 | -100.0% | -0.13% | – |
| DKNG | Exit | DRAFTKINGS INC | $0 | – | -10,590 | -100.0% | -0.14% | – |
| FVD | Exit | FIRST TR VALUE LINE DIVID IN | $0 | – | -6,804 | -100.0% | -0.14% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -1,447 | -100.0% | -0.14% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -2,218 | -100.0% | -0.14% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -5,834 | -100.0% | -0.14% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -1,813 | -100.0% | -0.14% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -1,039 | -100.0% | -0.14% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -7,867 | -100.0% | -0.14% | – |
| ARKF | Exit | ARK ETF TRfintech innova | $0 | – | -7,546 | -100.0% | -0.14% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -3,294 | -100.0% | -0.14% | – |
| V | Exit | VISA INC | $0 | – | -1,424 | -100.0% | -0.14% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $0 | – | -6,111 | -100.0% | -0.14% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -3,856 | -100.0% | -0.14% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -1,841 | -100.0% | -0.15% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -3,373 | -100.0% | -0.15% | – | |
| DE | Exit | DEERE & CO | $0 | – | -946 | -100.0% | -0.15% | – |
| PFM | Exit | INVESCO EXCHANGE TRADED FD Tdivid achievev | $0 | – | -8,635 | -100.0% | -0.16% | – |
| FTSD | Exit | FRANKLIN ETF TRliberty shrt etf | $0 | – | -3,672 | -100.0% | -0.16% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -8,314 | -100.0% | -0.16% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -2,103 | -100.0% | -0.16% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -3,080 | -100.0% | -0.16% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -4,102 | -100.0% | -0.17% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -6,129 | -100.0% | -0.17% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -4,129 | -100.0% | -0.17% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -1,920 | -100.0% | -0.17% | – |
| T | Exit | AT&T INC | $0 | – | -14,969 | -100.0% | -0.17% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -7,092 | -100.0% | -0.17% | – |
| SPIB | Exit | SPDR SER TRportfolio intrmd | $0 | – | -10,332 | -100.0% | -0.17% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -6,679 | -100.0% | -0.18% | – |
| KO | Exit | COCA COLA CO | $0 | – | -6,466 | -100.0% | -0.18% | – |
| BHC | Exit | BAUSCH HEALTH COS INC | $0 | – | -14,205 | -100.0% | -0.18% | – |
| SKY | Exit | SKYLINE CHAMPION CORPORATION | $0 | – | -5,000 | -100.0% | -0.18% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -4,623 | -100.0% | -0.18% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -1,338 | -100.0% | -0.18% | – |
| Exit | JAZZ INVESTMENTS I LTDnote 1.500% 8/1 | $0 | – | -3,256 | -100.0% | -0.19% | – | |
| XSOE | Exit | WISDOMTREE TRem ex st-owned | $0 | – | -11,260 | -100.0% | -0.19% | – |
| QQQJ | Exit | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $0 | – | -12,500 | -100.0% | -0.20% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -9,082 | -100.0% | -0.20% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -4,654 | -100.0% | -0.20% | – |
| TSLA | Exit | TESLA INC | $0 | – | -413 | -100.0% | -0.20% | – |
| MOD | Exit | MODINE MFG CO | $0 | – | -45,210 | -100.0% | -0.21% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -2,619 | -100.0% | -0.21% | – |
| SRLN | Exit | SSGA ACTIVE ETF TRblackstone senr | $0 | – | -10,011 | -100.0% | -0.21% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -2,512 | -100.0% | -0.21% | – |
| FTCS | Exit | FIRST TR EXCHANGE-TRADED FDcap strength etf | $0 | – | -5,593 | -100.0% | -0.22% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -1,714 | -100.0% | -0.22% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -3,379 | -100.0% | -0.22% | – |
| MAS | Exit | MASCO CORP | $0 | – | -6,775 | -100.0% | -0.22% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -4,513 | -100.0% | -0.23% | – |
| CLF | Exit | CLEVELAND-CLIFFS INC NEW | $0 | – | -23,009 | -100.0% | -0.23% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -3,525 | -100.0% | -0.24% | – |
| RPG | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $0 | – | -2,432 | -100.0% | -0.24% | – |
| FTGC | Exit | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $0 | – | -22,289 | -100.0% | -0.24% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -1,118 | -100.0% | -0.24% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -4,964 | -100.0% | -0.24% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -12,227 | -100.0% | -0.25% | – |
| INTC | Exit | INTEL CORP | $0 | – | -10,553 | -100.0% | -0.25% | – |
| JHMM | Exit | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $0 | – | -9,810 | -100.0% | -0.25% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -3,047 | -100.0% | -0.25% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -2,162 | -100.0% | -0.26% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -2,078 | -100.0% | -0.26% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -5,998 | -100.0% | -0.26% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -26,758 | -100.0% | -0.26% | – |
| PTLC | Exit | PACER FDS TRtrendp us lar cp | $0 | – | -13,485 | -100.0% | -0.26% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -2,524 | -100.0% | -0.26% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -7,202 | -100.0% | -0.26% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -4,930 | -100.0% | -0.27% | – |
| SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -10,004 | -100.0% | -0.27% | – |
| GGG | Exit | GRACO INC | $0 | – | -7,422 | -100.0% | -0.28% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -3,706 | -100.0% | -0.28% | – |
| INDS | Exit | PACER FDS TRbnchmrk indstr | $0 | – | -10,904 | -100.0% | -0.28% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -12,738 | -100.0% | -0.28% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -1,231 | -100.0% | -0.29% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -2,737 | -100.0% | -0.29% | – |
| AVXL | Exit | ANAVEX LIFE SCIENCES CORP | $0 | – | -36,650 | -100.0% | -0.30% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -3,107 | -100.0% | -0.30% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -10,518 | -100.0% | -0.31% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -2,695 | -100.0% | -0.31% | – |
| LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -13,491 | -100.0% | -0.31% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -8,859 | -100.0% | -0.32% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -2,707 | -100.0% | -0.32% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -3,038 | -100.0% | -0.33% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -11,921 | -100.0% | -0.34% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -6,227 | -100.0% | -0.34% | – |
| SRVR | Exit | PACER FDS TRbnchmrk infra | $0 | – | -17,007 | -100.0% | -0.34% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -6,911 | -100.0% | -0.34% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -10,449 | -100.0% | -0.35% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -1,732 | -100.0% | -0.35% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -6,531 | -100.0% | -0.35% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -23,259 | -100.0% | -0.36% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -6,122 | -100.0% | -0.37% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -2,730 | -100.0% | -0.37% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -10,823 | -100.0% | -0.38% | – |
| DGII | Exit | DIGI INTL INC | $0 | – | -33,645 | -100.0% | -0.38% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -10,855 | -100.0% | -0.39% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -12,186 | -100.0% | -0.42% | – |
| SPIP | Exit | SPDR SER TRportfli tips etf | $0 | – | -29,043 | -100.0% | -0.43% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -1,622 | -100.0% | -0.43% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -4,467 | -100.0% | -0.43% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -4,311 | -100.0% | -0.44% | – |
| VNLA | Exit | JANUS DETROIT STR TRhendrsn shrt etf | $0 | – | -19,622 | -100.0% | -0.45% | – |
| ANGL | Exit | VANECK ETF TRUSTfallen angel hg | $0 | – | -29,541 | -100.0% | -0.45% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -2,347 | -100.0% | -0.45% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -1,741 | -100.0% | -0.46% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -9,106 | -100.0% | -0.46% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -6,863 | -100.0% | -0.47% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -6,461 | -100.0% | -0.48% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -7,497 | -100.0% | -0.49% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -17,698 | -100.0% | -0.49% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -13,914 | -100.0% | -0.52% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -3,164 | -100.0% | -0.54% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -15,972 | -100.0% | -0.54% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -6,926 | -100.0% | -0.54% | – |
| FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -22,708 | -100.0% | -0.56% | – |
| CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -22,482 | -100.0% | -0.57% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -14,777 | -100.0% | -0.58% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -4,490 | -100.0% | -0.59% | – |
| HRL | Exit | HORMEL FOODS CORP | $0 | – | -26,046 | -100.0% | -0.59% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -3,992 | -100.0% | -0.60% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -2,685 | -100.0% | -0.60% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -15,934 | -100.0% | -0.60% | – |
| PFE | Exit | PFIZER INC | $0 | – | -22,149 | -100.0% | -0.61% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -9,225 | -100.0% | -0.62% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -19,745 | -100.0% | -0.62% | – |
| FTA | Exit | FIRST TR LRG CP VL ALPHADEX | $0 | – | -19,439 | -100.0% | -0.63% | – |
| MP | Exit | MP MATERIALS CORP | $0 | – | -30,515 | -100.0% | -0.64% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -8,273 | -100.0% | -0.66% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -4,736 | -100.0% | -0.67% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -8,547 | -100.0% | -0.68% | – |
| BUSE | Exit | FIRST BUSEY CORP | $0 | – | -53,906 | -100.0% | -0.68% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -12,966 | -100.0% | -0.70% | – |
| MGC | Exit | VANGUARD WORLD FDmega cap index | $0 | – | -8,928 | -100.0% | -0.70% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -11,291 | -100.0% | -0.71% | – |
| TGT | Exit | TARGET CORP | $0 | – | -6,738 | -100.0% | -0.73% | – |
| BA | Exit | BOEING CO | $0 | – | -7,756 | -100.0% | -0.73% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -482 | -100.0% | -0.75% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -10,379 | -100.0% | -0.75% | – |
| RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -31,725 | -100.0% | -0.76% | – |
| DCI | Exit | DONALDSON INC | $0 | – | -29,461 | -100.0% | -0.81% | – |
| Exit | HYZON MOTORS INC | $0 | – | -282,250 | -100.0% | -0.85% | – | |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -16,380 | -100.0% | -0.87% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -18,209 | -100.0% | -0.88% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -9,293 | -100.0% | -0.96% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -8,275 | -100.0% | -0.98% | – |
| XEL | Exit | XCEL ENERGY INC | $0 | – | -31,425 | -100.0% | -0.99% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -57,830 | -100.0% | -1.05% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -40,927 | -100.0% | -1.06% | – |
| NEAR | Exit | ISHARES U S ETF TRblackrock st mat | $0 | – | -46,955 | -100.0% | -1.09% | – |
| DAKT | Exit | DAKTRONICS INC | $0 | – | -511,050 | -100.0% | -1.20% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -15,229 | -100.0% | -1.22% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -64,586 | -100.0% | -1.56% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -10,410 | -100.0% | -1.63% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -8,432 | -100.0% | -1.80% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -13,607 | -100.0% | -1.89% | – |
| HUGS | Exit | USHG ACQUISITION CORP | $0 | – | -414,500 | -100.0% | -2.00% | – |
| Exit | WEBER INCcl a | $0 | – | -339,200 | -100.0% | -2.04% | – | |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -209,458 | -100.0% | -2.10% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -100,169 | -100.0% | -2.20% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -12,238 | -100.0% | -2.27% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -13,600 | -100.0% | -3.01% | – |
| MMM | Exit | 3M CO | $0 | – | -47,780 | -100.0% | -3.95% | – |
| AAPL | Exit | APPLE INC | $0 | – | -56,435 | -100.0% | -4.66% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -66,634 | -100.0% | -7.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
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.