$311 Billion is the total value of Center for Financial Planning, Inc.'s 457 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 13.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $59,058,000 | +30.1% | 191,964 | +19.8% | 19.00% | +19.8% |
| IEFA | Sell | ISHARES TRcore msci eafe | $48,775,000 | +4.0% | 809,138 | -1.4% | 15.69% | -4.2% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $38,971,000 | +6.7% | 375,663 | -1.4% | 12.53% | -1.8% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $34,205,000 | -6.9% | 309,185 | -10.0% | 11.00% | -14.3% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $16,001,000 | +8.5% | 104,038 | +2.8% | 5.15% | -0.1% |
| MSFT | Sell | MICROSOFT CORP | $6,349,000 | +2.6% | 30,186 | -0.7% | 2.04% | -5.6% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $6,080,000 | +19.7% | 19 | 0.0% | 1.96% | +10.3% | |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $5,953,000 | +3.3% | 114,115 | -2.6% | 1.92% | -4.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,415,000 | +16.8% | 16,037 | -2.1% | 1.10% | +7.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,198,000 | +12.8% | 73,959 | +3.4% | 1.03% | +3.9% |
| AAPL | Buy | APPLE INC | $2,959,000 | +26.9% | 25,547 | +299.5% | 0.95% | +16.8% |
| AMZN | Sell | AMAZON COM INC | $2,884,000 | +11.7% | 916 | -2.1% | 0.93% | +2.9% |
| PG | PROCTER AND GAMBLE CO | $2,792,000 | +16.2% | 20,089 | 0.0% | 0.90% | +7.0% | |
| NEE | NEXTERA ENERGY INC | $2,306,000 | +15.6% | 8,307 | 0.0% | 0.74% | +6.5% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $2,077,000 | -13.7% | 17,596 | -13.6% | 0.67% | -20.6% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,928,000 | +36.8% | 8,471 | +21.5% | 0.62% | +26.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,907,000 | +4.5% | 4,319 | -14.3% | 0.61% | -3.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,850,000 | +6.5% | 12,423 | +0.6% | 0.60% | -2.0% |
| CRM | Sell | SALESFORCE COM INC | $1,696,000 | +34.1% | 6,750 | -0.0% | 0.54% | +23.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,643,000 | +4.0% | 17,062 | +1.6% | 0.53% | -4.3% |
| SYK | Buy | STRYKER CORPORATION | $1,533,000 | +16.2% | 7,356 | +0.5% | 0.49% | +6.9% |
| ABT | ABBOTT LABS | $1,519,000 | +19.0% | 13,956 | 0.0% | 0.49% | +9.6% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,517,000 | +4.3% | 1,032 | +0.3% | 0.49% | -3.9% |
| PEP | Buy | PEPSICO INC | $1,503,000 | +5.5% | 10,843 | +0.7% | 0.48% | -2.8% |
| MMM | Buy | 3M CO | $1,412,000 | +2.9% | 8,817 | +0.3% | 0.45% | -5.2% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,283,000 | +1.4% | 4,120 | -9.3% | 0.41% | -6.6% |
| RJF | Sell | RAYMOND JAMES FINL INC | $1,258,000 | +5.4% | 17,294 | -0.3% | 0.40% | -2.9% |
| CACC | CREDIT ACCEP CORP MICH | $1,243,000 | -19.2% | 3,670 | 0.0% | 0.40% | -25.5% | |
| KO | Buy | COCA COLA CO | $1,211,000 | +10.8% | 24,525 | +0.2% | 0.39% | +1.8% |
| CL | COLGATE PALMOLIVE CO | $1,146,000 | +5.3% | 14,848 | 0.0% | 0.37% | -2.9% | |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,144,000 | +7.7% | 6,176 | +3.5% | 0.37% | -0.8% |
| MRK | Buy | MERCK & CO. INC | $1,119,000 | +8.0% | 13,496 | +0.7% | 0.36% | -0.6% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $1,107,000 | +8.8% | 6,498 | 0.0% | 0.36% | +0.3% | |
| AMT | AMERICAN TOWER CORP NEW | $1,108,000 | -6.5% | 4,583 | 0.0% | 0.36% | -14.0% | |
| CVX | Buy | CHEVRON CORP NEW | $1,107,000 | -17.8% | 15,370 | +1.8% | 0.36% | -24.4% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,037,000 | +75.8% | 9,925 | +67.5% | 0.33% | +62.1% |
| ITW | ILLINOIS TOOL WKS INC | $971,000 | +10.5% | 5,028 | 0.0% | 0.31% | +1.6% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $962,000 | +8.0% | 16,171 | +0.1% | 0.31% | -0.6% |
| ABBV | ABBVIE INC | $953,000 | -10.8% | 10,875 | 0.0% | 0.31% | -17.7% | |
| UNP | Buy | UNION PAC CORP | $943,000 | +22.5% | 4,792 | +5.3% | 0.30% | +12.6% |
| MCD | Sell | MCDONALDS CORP | $888,000 | +14.4% | 4,046 | -3.8% | 0.29% | +5.5% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $877,000 | +11.6% | 5,604 | +2.0% | 0.28% | +2.5% |
| AXP | AMERICAN EXPRESS CO | $875,000 | +5.3% | 8,732 | 0.0% | 0.28% | -3.1% | |
| CERN | CERNER CORP | $867,000 | +5.3% | 12,000 | 0.0% | 0.28% | -3.1% | |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $863,000 | +5653.3% | 12,665 | +5528.9% | 0.28% | +5460.0% |
| GIS | GENERAL MLS INC | $794,000 | 0.0% | 12,876 | 0.0% | 0.26% | -7.9% | |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $734,000 | +1.5% | 6,970 | -6.9% | 0.24% | -6.7% |
| IWR | Sell | ISHARES TRrus mid cap etf | $723,000 | -0.1% | 12,592 | -6.7% | 0.23% | -7.9% |
| HD | Buy | HOME DEPOT INC | $698,000 | +12.9% | 2,513 | +1.9% | 0.22% | +3.7% |
| MCK | MCKESSON CORP | $678,000 | -3.0% | 4,555 | 0.0% | 0.22% | -10.7% | |
| DHR | DANAHER CORPORATION | $651,000 | +21.9% | 3,021 | 0.0% | 0.21% | +11.8% | |
| IWN | Sell | ISHARES TRrus 2000 val etf | $629,000 | -12.4% | 6,328 | -14.1% | 0.20% | -19.5% |
| T | Buy | AT&T INC | $617,000 | +1.6% | 21,624 | +7.8% | 0.20% | -6.6% |
| SPGI | Sell | S&P GLOBAL INC | $603,000 | +5.8% | 1,671 | -3.4% | 0.19% | -2.5% |
| PFE | Buy | PFIZER INC | $589,000 | +12.4% | 16,054 | +0.3% | 0.19% | +3.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $569,000 | +1.4% | 1,700 | -6.5% | 0.18% | -6.6% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $568,000 | +2.7% | 3,625 | -8.2% | 0.18% | -5.2% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $566,000 | -8.9% | 2,634 | -15.3% | 0.18% | -16.1% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $566,000 | +4.4% | 3,780 | -0.1% | 0.18% | -3.7% |
| F | Buy | FORD MTR CO DEL | $562,000 | +10.2% | 84,423 | +0.6% | 0.18% | +1.7% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $560,000 | +14.1% | 4,110 | 0.0% | 0.18% | +4.7% | |
| IJR | Sell | ISHARES TRcore s&p scp etf | $551,000 | -14.6% | 7,851 | -16.8% | 0.18% | -21.3% |
| EMR | Sell | EMERSON ELEC CO | $545,000 | -3.7% | 8,319 | -8.8% | 0.18% | -11.6% |
| CSCO | Buy | CISCO SYS INC | $541,000 | -13.9% | 13,731 | +2.0% | 0.17% | -20.5% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $533,000 | +1.5% | 3,023 | -5.6% | 0.17% | -6.6% |
| SWK | STANLEY BLACK & DECKER INC | $507,000 | +16.6% | 3,123 | 0.0% | 0.16% | +7.2% | |
| OMC | OMNICOM GROUP INC | $500,000 | -9.4% | 10,102 | 0.0% | 0.16% | -16.6% | |
| TSLA | Buy | TESLA INC | $496,000 | +118.5% | 1,155 | +450.0% | 0.16% | +102.5% |
| DTE | Sell | DTE ENERGY CO | $481,000 | +3.7% | 4,185 | -3.1% | 0.16% | -4.3% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $460,000 | +52.8% | 2,762 | +2.0% | 0.15% | +41.0% |
| DIS | Buy | DISNEY WALT CO | $457,000 | +13.1% | 3,680 | +1.7% | 0.15% | +4.3% |
| XOM | Sell | EXXON MOBIL CORP | $423,000 | -29.7% | 12,324 | -8.4% | 0.14% | -35.2% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $411,000 | +1.2% | 10,060 | -3.9% | 0.13% | -7.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $394,000 | +25.1% | 1,322 | +1.3% | 0.13% | +15.5% |
| EFV | Sell | ISHARES TReafe value etf | $389,000 | -1.5% | 9,632 | -2.5% | 0.12% | -9.4% |
| IJS | ISHARES TRsp smcp600vl etf | $386,000 | +1.6% | 3,153 | 0.0% | 0.12% | -6.8% | |
| IWO | ISHARES TRrus 2000 grw etf | $381,000 | +7.0% | 1,722 | 0.0% | 0.12% | -0.8% | |
| NFLX | Buy | NETFLIX INC | $376,000 | +29.2% | 751 | +17.5% | 0.12% | +18.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $361,000 | +2.6% | 2,967 | +1.9% | 0.12% | -5.7% |
| AMGN | Buy | AMGEN INC | $354,000 | +9.9% | 1,391 | +1.8% | 0.11% | +1.8% |
| AON | AON PLC | $352,000 | +7.0% | 1,706 | 0.0% | 0.11% | -1.7% | |
| IVV | ISHARES TRcore s&p500 etf | $344,000 | +8.5% | 1,023 | 0.0% | 0.11% | 0.0% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $343,000 | +5.9% | 1,099 | +0.2% | 0.11% | -2.7% |
| V | Buy | VISA INC | $332,000 | +3.8% | 1,658 | +0.2% | 0.11% | -4.5% |
| DOV | DOVER CORP | $333,000 | +12.1% | 3,076 | 0.0% | 0.11% | +2.9% | |
| PM | PHILIP MORRIS INTL INC | $327,000 | +7.2% | 4,355 | 0.0% | 0.10% | -1.9% | |
| PGR | PROGRESSIVE CORP | $309,000 | +18.4% | 3,260 | 0.0% | 0.10% | +8.8% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $307,000 | -4.1% | 4,830 | -8.2% | 0.10% | -11.6% |
| DAN | DANA INCORPORATED | $296,000 | +1.0% | 24,000 | 0.0% | 0.10% | -6.9% | |
| ETN | Buy | EATON CORP PLC | $290,000 | +33.6% | 2,846 | +14.9% | 0.09% | +22.4% |
| BMY | BRISTOL-MYERS SQUIBB CO | $285,000 | +2.5% | 4,726 | 0.0% | 0.09% | -5.2% | |
| BA | BOEING CO | $278,000 | -10.0% | 1,684 | 0.0% | 0.09% | -17.6% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $271,000 | +23.2% | 5,863 | +4.0% | 0.09% | +13.0% |
| WMT | Sell | WALMART INC | $266,000 | +15.7% | 1,899 | -1.3% | 0.09% | +7.5% |
| ROK | ROCKWELL AUTOMATION INC | $261,000 | +3.6% | 1,182 | 0.0% | 0.08% | -4.5% | |
| ES | EVERSOURCE ENERGY | $255,000 | +0.4% | 3,047 | 0.0% | 0.08% | -7.9% | |
| USB | Sell | US BANCORP DEL | $255,000 | -9.6% | 7,118 | -7.0% | 0.08% | -17.2% |
| GOOGL | ALPHABET INCcap stk cl a | $251,000 | +3.7% | 171 | 0.0% | 0.08% | -4.7% | |
| MDT | Sell | MEDTRONIC PLC | $250,000 | +10.6% | 2,403 | -2.7% | 0.08% | +1.3% |
| AVGO | Buy | BROADCOM INC | $250,000 | +15.7% | 686 | +0.3% | 0.08% | +6.7% |
| EQIX | Buy | EQUINIX INC | $228,000 | +14.0% | 300 | +5.3% | 0.07% | +4.3% |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $227,000 | +6.1% | 2,237 | 0.0% | 0.07% | -2.7% | |
| IYR | Sell | ISHARES TRu.s. real es etf | $226,000 | -12.1% | 2,825 | -13.3% | 0.07% | -18.9% |
| QQQ | INVESCO QQQ TRunit ser 1 | $223,000 | +12.1% | 802 | 0.0% | 0.07% | +2.9% | |
| HBAN | HUNTINGTON BANCSHARES INC | $217,000 | +1.4% | 23,631 | 0.0% | 0.07% | -6.7% | |
| EL | Buy | LAUDER ESTEE COS INCcl a | $218,000 | +16.0% | 1,000 | +0.3% | 0.07% | +6.1% |
| KSU | Buy | KANSAS CITY SOUTHERN | $214,000 | +21.6% | 1,183 | +0.3% | 0.07% | +13.1% |
| DUK | DUKE ENERGY CORP NEW | $215,000 | +10.8% | 2,425 | 0.0% | 0.07% | +1.5% | |
| TT | Buy | TRANE TECHNOLOGIES PLC | $211,000 | +36.1% | 1,741 | +0.2% | 0.07% | +25.9% |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $211,000 | -21.0% | 5,230 | -1.4% | 0.07% | -26.9% |
| HSIC | HENRY SCHEIN INC | $200,000 | +0.5% | 3,406 | 0.0% | 0.06% | -8.6% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $195,000 | -14.1% | 508 | -18.3% | 0.06% | -20.3% |
| ACN | ACCENTURE PLC IRELAND | $197,000 | +5.3% | 870 | 0.0% | 0.06% | -3.1% | |
| NSC | NORFOLK SOUTHN CORP | $193,000 | +22.2% | 900 | 0.0% | 0.06% | +12.7% | |
| SO | Sell | SOUTHERN CO | $182,000 | -19.5% | 3,360 | -22.9% | 0.06% | -25.3% |
| VMBS | VANGUARD SCOTTSDALE FDSmortg-back sec | $182,000 | 0.0% | 3,351 | 0.0% | 0.06% | -7.8% | |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $183,000 | -41.5% | 1,076 | -41.7% | 0.06% | -45.9% |
| BDX | Buy | BECTON DICKINSON & CO | $180,000 | -2.2% | 772 | +0.3% | 0.06% | -9.4% |
| HON | Buy | HONEYWELL INTL INC | $176,000 | +21.4% | 1,068 | +6.5% | 0.06% | +11.8% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $173,000 | -1.1% | 3,002 | +6.0% | 0.06% | -8.2% |
| IQV | Buy | IQVIA HLDGS INC | $168,000 | +12.0% | 1,063 | +0.3% | 0.05% | +3.8% |
| MO | ALTRIA GROUP INC | $167,000 | -1.8% | 4,326 | 0.0% | 0.05% | -8.5% | |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $167,000 | +9.9% | 1,667 | +0.2% | 0.05% | +1.9% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $164,000 | +9.3% | 1,317 | +0.4% | 0.05% | +1.9% |
| PSA | PUBLIC STORAGE | $165,000 | +16.2% | 741 | 0.0% | 0.05% | +6.0% | |
| TJX | TJX COS INC NEW | $160,000 | +9.6% | 2,881 | 0.0% | 0.05% | 0.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $158,000 | +12.1% | 2,749 | 0.0% | 0.05% | +4.1% | |
| IYW | ISHARES TRu.s. tech etf | $146,000 | +11.5% | 486 | 0.0% | 0.05% | +2.2% | |
| TXN | TEXAS INSTRS INC | $145,000 | +12.4% | 1,015 | 0.0% | 0.05% | +4.4% | |
| INFO | Buy | IHS MARKIT LTD | $143,000 | +2760.0% | 1,820 | +2743.8% | 0.05% | +2200.0% |
| CME | Sell | CME GROUP INC | $144,000 | +2.1% | 862 | -0.6% | 0.05% | -6.1% |
| RMAX | RE MAX HLDGS INCcl a | $142,000 | +4.4% | 4,325 | 0.0% | 0.05% | -4.2% | |
| BBY | Buy | BEST BUY INC | $140,000 | +30.8% | 1,257 | +2.8% | 0.04% | +21.6% |
| IWF | ISHARES TRrus 1000 grw etf | $137,000 | +13.2% | 631 | 0.0% | 0.04% | +4.8% | |
| PPG | PPG INDS INC | $134,000 | +15.5% | 1,098 | 0.0% | 0.04% | +4.9% | |
| ALL | Buy | ALLSTATE CORP | $135,000 | -2.2% | 1,431 | +0.4% | 0.04% | -10.4% |
| ENR | ENERGIZER HLDGS INC NEW | $126,000 | -17.6% | 3,228 | 0.0% | 0.04% | -22.6% | |
| CLX | CLOROX CO DEL | $120,000 | -4.8% | 573 | 0.0% | 0.04% | -11.4% | |
| D | DOMINION ENERGY INC | $107,000 | -2.7% | 1,350 | 0.0% | 0.03% | -10.5% | |
| EGP | EASTGROUP PPTY INC | $103,000 | +8.4% | 800 | 0.0% | 0.03% | 0.0% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $98,000 | +2.1% | 1,213 | 0.0% | 0.03% | -5.9% | |
| SYF | Buy | SYNCHRONY FINANCIAL | $98,000 | +18.1% | 3,745 | +0.3% | 0.03% | +10.3% |
| CB | Buy | CHUBB LIMITED | $101,000 | +23.2% | 872 | +34.6% | 0.03% | +10.3% |
| ANTM | Sell | ANTHEM INC | $94,000 | -4.1% | 349 | -6.4% | 0.03% | -11.8% |
| LSTR | LANDSTAR SYS INC | $91,000 | +12.3% | 723 | 0.0% | 0.03% | +3.6% | |
| ORCL | ORACLE CORP | $87,000 | +8.8% | 1,455 | 0.0% | 0.03% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP | $86,000 | +10.3% | 1,375 | 0.0% | 0.03% | +3.7% | |
| HEI | HEICO CORP NEW | $86,000 | +4.9% | 821 | 0.0% | 0.03% | -3.4% | |
| IDXX | IDEXX LABS INC | $87,000 | +19.2% | 221 | 0.0% | 0.03% | +7.7% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $83,000 | +36.1% | 2,703 | -1.8% | 0.03% | +28.6% |
| EW | New | EDWARDS LIFESCIENCES CORP | $84,000 | – | 1,055 | +100.0% | 0.03% | – |
| VSLR | VIVINT SOLAR INC | $85,000 | +325.0% | 2,000 | 0.0% | 0.03% | +285.7% | |
| INTC | Buy | INTEL CORP | $81,000 | -4.7% | 1,559 | +9.9% | 0.03% | -13.3% |
| IWY | ISHARES TRrus tp200 gr etf | $82,000 | +13.9% | 672 | 0.0% | 0.03% | +4.0% | |
| COST | COSTCO WHSL CORP NEW | $82,000 | +17.1% | 230 | 0.0% | 0.03% | +8.3% | |
| OGE | OGE ENERGY CORP | $82,000 | -1.2% | 2,738 | 0.0% | 0.03% | -10.3% | |
| USRT | ISHARES TRcre u s reit etf | $81,000 | +1.2% | 1,850 | 0.0% | 0.03% | -7.1% | |
| PXD | Buy | PIONEER NAT RES CO | $77,000 | -11.5% | 890 | +0.3% | 0.02% | -16.7% |
| GDX | VANECK VECTORS ETF TRgold miners etf | $78,000 | +6.8% | 2,000 | 0.0% | 0.02% | -3.8% | |
| IEMG | Buy | ISHARES INCcore msci emkt | $75,000 | +63.0% | 1,428 | +48.6% | 0.02% | +50.0% |
| SCHR | SCHWAB STRATEGIC TRintrm trm tres | $76,000 | 0.0% | 1,300 | 0.0% | 0.02% | -11.1% | |
| VFQY | Sell | VANGUARD WELLINGTON FDus quality | $75,000 | -11.8% | 900 | -16.4% | 0.02% | -20.0% |
| TGT | Buy | TARGET CORP | $75,000 | +47.1% | 477 | +11.7% | 0.02% | +33.3% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $71,000 | +6.0% | 2,264 | 0.0% | 0.02% | 0.0% | |
| MCO | Sell | MOODYS CORP | $72,000 | -7.7% | 250 | -12.3% | 0.02% | -14.8% |
| PPL | PPL CORP | $68,000 | +4.6% | 2,498 | 0.0% | 0.02% | -4.3% | |
| MPC | Buy | MARATHON PETE CORP | $69,000 | -4.2% | 2,348 | +21.8% | 0.02% | -12.0% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $64,000 | +8.5% | 230 | 0.0% | 0.02% | 0.0% | |
| CBU | COMMUNITY BK SYS INC | $64,000 | -4.5% | 1,180 | 0.0% | 0.02% | -8.7% | |
| DVY | ISHARES TRselect divid etf | $62,000 | 0.0% | 765 | 0.0% | 0.02% | -9.1% | |
| ED | CONSOLIDATED EDISON INC | $62,000 | +6.9% | 800 | 0.0% | 0.02% | 0.0% | |
| FB | Sell | FACEBOOK INCcl a | $61,000 | +5.2% | 232 | -9.7% | 0.02% | 0.0% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $59,000 | +37.2% | 200 | 0.0% | 0.02% | +26.7% | |
| CVS | Sell | CVS HEALTH CORP | $59,000 | -56.0% | 1,005 | -51.2% | 0.02% | -59.6% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $60,000 | +11.1% | 758 | +10.3% | 0.02% | 0.0% |
| EPD | ENTERPRISE PRODS PARTNERS L | $56,000 | -12.5% | 3,547 | 0.0% | 0.02% | -18.2% | |
| AJG | GALLAGHER ARTHUR J & CO | $56,000 | +7.7% | 535 | 0.0% | 0.02% | 0.0% | |
| VHT | VANGUARD WORLD FDShealth car etf | $55,000 | +5.8% | 268 | 0.0% | 0.02% | 0.0% | |
| GD | GENERAL DYNAMICS CORP | $55,000 | -8.3% | 400 | 0.0% | 0.02% | -14.3% | |
| WDFC | Buy | WD-40 CO | $57,000 | +42.5% | 300 | +50.0% | 0.02% | +28.6% |
| GNTX | GENTEX CORP | $52,000 | 0.0% | 2,000 | 0.0% | 0.02% | -5.6% | |
| FE | FIRSTENERGY CORP | $53,000 | -26.4% | 1,859 | 0.0% | 0.02% | -32.0% | |
| SDY | Buy | SPDR SER TRs&p divid etf | $54,000 | +14.9% | 587 | +14.6% | 0.02% | +6.2% |
| MBB | ISHARES TRmbs etf | $53,000 | 0.0% | 482 | 0.0% | 0.02% | -10.5% | |
| MBWM | MERCANTILE BANK CORP | $50,000 | -20.6% | 2,784 | 0.0% | 0.02% | -27.3% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $51,000 | +2.0% | 375 | 0.0% | 0.02% | -5.9% | |
| HSY | Buy | HERSHEY CO | $48,000 | +41.2% | 334 | +26.5% | 0.02% | +25.0% |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $47,000 | +4.4% | 941 | 0.0% | 0.02% | -6.2% | |
| IAU | GOLD TRUSTishares | $47,000 | +6.8% | 2,600 | 0.0% | 0.02% | 0.0% | |
| CSX | CSX CORP | $47,000 | +11.9% | 600 | 0.0% | 0.02% | 0.0% | |
| C | Buy | CITIGROUP INC | $47,000 | +2.2% | 1,095 | +21.0% | 0.02% | -6.2% |
| CACI | CACI INTL INCcl a | $48,000 | -2.0% | 225 | 0.0% | 0.02% | -11.8% | |
| QCOM | Buy | QUALCOMM INC | $43,000 | +138.9% | 365 | +82.5% | 0.01% | +133.3% |
| WIP | SPDR SER TRftse int gvt etf | $44,000 | +2.3% | 817 | 0.0% | 0.01% | -6.7% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $45,000 | +12.5% | 91 | 0.0% | 0.01% | 0.0% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $45,000 | -40.0% | 1,013 | -46.2% | 0.01% | -46.2% |
| LOW | Sell | LOWES COS INC | $45,000 | -16.7% | 273 | -31.8% | 0.01% | -26.3% |
| ADP | AUTOMATIC DATA PROCESSING IN | $43,000 | -4.4% | 305 | 0.0% | 0.01% | -12.5% | |
| CMA | Sell | COMERICA INC | $45,000 | -19.6% | 1,182 | -19.0% | 0.01% | -30.0% |
| EMLC | VANECK VECTORS ETF TRjp morgan mkts | $42,000 | +2.4% | 1,347 | 0.0% | 0.01% | 0.0% | |
| NUAN | Sell | NUANCE COMMUNICATIONS INC | $40,000 | -7.0% | 1,200 | -29.4% | 0.01% | -13.3% |
| K | KELLOGG CO | $39,000 | -2.5% | 600 | 0.0% | 0.01% | -7.1% | |
| BAC | Buy | BK OF AMERICA CORP | $39,000 | +44.4% | 1,620 | +42.1% | 0.01% | +44.4% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $39,000 | +5.4% | 653 | 0.0% | 0.01% | 0.0% | |
| DOW | Buy | DOW INC | $40,000 | +60.0% | 858 | +37.7% | 0.01% | +44.4% |
| AFL | AFLAC INC | $40,000 | 0.0% | 1,100 | 0.0% | 0.01% | -7.1% | |
| CMS | Sell | CMS ENERGY CORP | $39,000 | -4.9% | 636 | -8.8% | 0.01% | -7.1% |
| IIVI | II-VI INC | $41,000 | -12.8% | 1,000 | 0.0% | 0.01% | -18.8% | |
| AZN | ASTRAZENECA PLCsponsored adr | $38,000 | +5.6% | 687 | 0.0% | 0.01% | -7.7% | |
| JNK | Buy | SPDR SER TRbloomberg brclys | $38,000 | +72.7% | 361 | +63.3% | 0.01% | +50.0% |
| DD | DUPONT DE NEMOURS INC | $36,000 | +2.9% | 652 | 0.0% | 0.01% | 0.0% | |
| BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $36,000 | -40.0% | 613 | -40.7% | 0.01% | -42.9% |
| RWX | SPDR INDEX SHS FDSdj intl rl etf | $37,000 | +2.8% | 1,256 | 0.0% | 0.01% | -7.7% | |
| CAT | CATERPILLAR INC DEL | $37,000 | +15.6% | 250 | 0.0% | 0.01% | +9.1% | |
| ADM | ARCHER DANIELS MIDLAND CO | $36,000 | +16.1% | 784 | 0.0% | 0.01% | +9.1% | |
| WM | WASTE MGMT INC DEL | $33,000 | +6.5% | 296 | 0.0% | 0.01% | 0.0% | |
| MAG | MAG SILVER CORP | $33,000 | +17.9% | 2,000 | 0.0% | 0.01% | +10.0% | |
| O | REALTY INCOME CORP | $35,000 | 0.0% | 580 | 0.0% | 0.01% | -8.3% | |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $33,000 | 0.0% | 611 | 0.0% | 0.01% | -8.3% | |
| XYL | XYLEM INC | $30,000 | +30.4% | 352 | 0.0% | 0.01% | +25.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $32,000 | +10.3% | 248 | 0.0% | 0.01% | 0.0% | |
| TWTR | TWITTER INC | $30,000 | +50.0% | 683 | 0.0% | 0.01% | +42.9% | |
| SNA | SNAP ON INC | $31,000 | +6.9% | 210 | 0.0% | 0.01% | 0.0% | |
| LLY | LILLY ELI & CO | $30,000 | -9.1% | 200 | 0.0% | 0.01% | -16.7% | |
| GM | GENERAL MTRS CO | $32,000 | +18.5% | 1,067 | 0.0% | 0.01% | +11.1% | |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $30,000 | -34.8% | 109 | -31.4% | 0.01% | -37.5% |
| MA | MASTERCARD INCORPORATEDcl a | $30,000 | +15.4% | 89 | 0.0% | 0.01% | +11.1% | |
| PNC | PNC FINL SVCS GROUP INC | $27,000 | +3.8% | 250 | 0.0% | 0.01% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $29,000 | +93.3% | 61 | 0.0% | 0.01% | +80.0% | |
| KMB | KIMBERLY CLARK CORP | $27,000 | +3.8% | 184 | 0.0% | 0.01% | 0.0% | |
| ZTS | ZOETIS INCcl a | $27,000 | +22.7% | 163 | 0.0% | 0.01% | +12.5% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $27,000 | -22.9% | 800 | 0.0% | 0.01% | -25.0% | |
| MFC | Sell | MANULIFE FINL CORP | $29,000 | -31.0% | 2,074 | -32.8% | 0.01% | -40.0% |
| GLW | Buy | CORNING INC | $28,000 | +100.0% | 849 | +60.5% | 0.01% | +80.0% |
| SJM | SMUCKER J M CO | $27,000 | +8.0% | 234 | 0.0% | 0.01% | 0.0% | |
| ADSK | AUTODESK INC | $28,000 | -3.4% | 120 | 0.0% | 0.01% | -10.0% | |
| EIX | EDISON INTL | $29,000 | -6.5% | 570 | 0.0% | 0.01% | -18.2% | |
| TCF | TCF FINL CORP | $27,000 | -20.6% | 1,158 | 0.0% | 0.01% | -25.0% | |
| BKF | ISHARES INCmsci bric indx | $26,000 | +8.3% | 566 | 0.0% | 0.01% | 0.0% | |
| HAL | Buy | HALLIBURTON CO | $25,000 | -7.4% | 2,054 | +0.2% | 0.01% | -11.1% |
| NOW | SERVICENOW INC | $26,000 | +23.8% | 53 | 0.0% | 0.01% | +14.3% | |
| DPHC | New | DIAMONDPEAK HLDGS COR | $26,000 | – | 1,000 | +100.0% | 0.01% | – |
| WELL | WELLTOWER INC | $24,000 | +9.1% | 433 | 0.0% | 0.01% | 0.0% | |
| FIS | FIDELITY NATL INFORMATION SV | $26,000 | +8.3% | 177 | 0.0% | 0.01% | 0.0% | |
| BHP | BHP GROUP LTDsponsored ads | $26,000 | +4.0% | 500 | 0.0% | 0.01% | -11.1% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $26,000 | +36.8% | 300 | 0.0% | 0.01% | +14.3% | |
| FEZ | SPDR INDEX SHS FDSeuro stoxx 50 | $26,000 | 0.0% | 721 | 0.0% | 0.01% | -11.1% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $22,000 | +4.8% | 404 | 0.0% | 0.01% | 0.0% | |
| RWR | SPDR SER TRdj reit etf | $23,000 | 0.0% | 300 | 0.0% | 0.01% | -12.5% | |
| EXC | EXELON CORP | $21,000 | 0.0% | 589 | 0.0% | 0.01% | 0.0% | |
| XLNX | XILINX INC | $21,000 | +5.0% | 200 | 0.0% | 0.01% | 0.0% | |
| TTE | TOTAL SEsponsored ads | $21,000 | -8.7% | 600 | 0.0% | 0.01% | -12.5% | |
| IWD | ISHARES TRrus 1000 val etf | $21,000 | +5.0% | 176 | 0.0% | 0.01% | 0.0% | |
| PYPL | PAYPAL HLDGS INC | $22,000 | +15.8% | 111 | 0.0% | 0.01% | 0.0% | |
| ACM | AECOM | $21,000 | +10.5% | 500 | 0.0% | 0.01% | 0.0% | |
| WFC | WELLS FARGO CO NEW | $19,000 | -9.5% | 829 | 0.0% | 0.01% | -14.3% | |
| FND | New | FLOOR & DECOR HLDGS INCcl a | $19,000 | – | 250 | +100.0% | 0.01% | – |
| GWPH | GW PHARMACEUTICALS PLCads | $18,000 | -18.2% | 183 | 0.0% | 0.01% | -25.0% | |
| AEM | AGNICO EAGLE MINES LTD | $20,000 | +25.0% | 250 | 0.0% | 0.01% | 0.0% | |
| ALTG | ALTA EQUIPMENT GROUP INC | $20,000 | +5.3% | 2,500 | 0.0% | 0.01% | -14.3% | |
| BP | BP PLCsponsored adr | $19,000 | -26.9% | 1,110 | 0.0% | 0.01% | -33.3% | |
| MKTX | MARKETAXESS HLDGS INC | $18,000 | -5.3% | 37 | 0.0% | 0.01% | -14.3% | |
| IYF | ISHARES TRu.s. finls etf | $18,000 | +5.9% | 155 | 0.0% | 0.01% | 0.0% | |
| CHRW | C H ROBINSON WORLDWIDE INC | $20,000 | +25.0% | 197 | 0.0% | 0.01% | 0.0% | |
| MRNA | Buy | MODERNA INC | $20,000 | +33.3% | 288 | +22.6% | 0.01% | +20.0% |
| DVA | Sell | DAVITA INC | $20,000 | -25.9% | 230 | -33.3% | 0.01% | -33.3% |
| TIF | TIFFANY & CO NEW | $20,000 | -4.8% | 176 | 0.0% | 0.01% | -14.3% | |
| TMUS | T-MOBILE US INC | $18,000 | +12.5% | 156 | 0.0% | 0.01% | 0.0% | |
| SBUX | Buy | STARBUCKS CORP | $18,000 | +125.0% | 213 | +97.2% | 0.01% | +100.0% |
| NVDA | NVIDIA CORPORATION | $18,000 | +38.5% | 34 | 0.0% | 0.01% | +20.0% | |
| WORK | Sell | SLACK TECHNOLOGIES INC | $19,000 | -32.1% | 724 | -19.6% | 0.01% | -40.0% |
| MCHI | ISHARES TRmsci china etf | $19,000 | +18.8% | 250 | 0.0% | 0.01% | 0.0% | |
| ENB | ENBRIDGE INC | $20,000 | -4.8% | 695 | 0.0% | 0.01% | -14.3% | |
| SIRI | SIRIUS XM HOLDINGS INC | $16,000 | -11.1% | 3,000 | 0.0% | 0.01% | -16.7% | |
| ISRG | INTUITIVE SURGICAL INC | $15,000 | +25.0% | 21 | 0.0% | 0.01% | +25.0% | |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $16,000 | +60.0% | 96 | +57.4% | 0.01% | +66.7% |
| J | JACOBS ENGR GROUP INC | $15,000 | +7.1% | 167 | 0.0% | 0.01% | 0.0% | |
| CI | CIGNA CORP NEW | $17,000 | -10.5% | 99 | 0.0% | 0.01% | -28.6% | |
| BRO | BROWN & BROWN INC | $14,000 | +7.7% | 308 | 0.0% | 0.01% | 0.0% | |
| BLK | Buy | BLACKROCK INC | $14,000 | +180.0% | 25 | +150.0% | 0.01% | +150.0% |
| SLB | SCHLUMBERGER LTD | $16,000 | -11.1% | 1,000 | 0.0% | 0.01% | -16.7% | |
| GE | Sell | GENERAL ELECTRIC CO | $16,000 | -78.9% | 2,615 | -76.5% | 0.01% | -81.5% |
| BIIB | BIOGEN INC | $15,000 | +7.1% | 52 | 0.0% | 0.01% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $14,000 | -12.5% | 1,021 | 0.0% | 0.01% | -16.7% | |
| WOR | Buy | WORTHINGTON INDS INC | $17,000 | +183.3% | 405 | +145.5% | 0.01% | +150.0% |
| GILD | Buy | GILEAD SCIENCES INC | $14,000 | +40.0% | 219 | +69.8% | 0.01% | +66.7% |
| JBL | JABIL INC | $14,000 | +7.7% | 410 | 0.0% | 0.01% | 0.0% | |
| DAL | Sell | DELTA AIR LINES INC DEL | $17,000 | -26.1% | 557 | -33.0% | 0.01% | -37.5% |
| TEL | TE CONNECTIVITY LTD | $16,000 | +14.3% | 168 | 0.0% | 0.01% | 0.0% | |
| CTVA | CORTEVA INC | $11,000 | +10.0% | 370 | 0.0% | 0.00% | +33.3% | |
| LOB | LIVE OAK BANCSHARES INC | $13,000 | +85.7% | 500 | 0.0% | 0.00% | +100.0% | |
| JQC | NUVEEN CR STRATEGIES INCOME | $12,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| HPQ | HP INC | $13,000 | +8.3% | 695 | 0.0% | 0.00% | 0.0% | |
| FBC | FLAGSTAR BANCORP INC | $13,000 | 0.0% | 428 | 0.0% | 0.00% | -20.0% | |
| WTRG | ESSENTIAL UTILS INC | $13,000 | -7.1% | 332 | 0.0% | 0.00% | -20.0% | |
| SHW | SHERWIN WILLIAMS CO | $13,000 | +30.0% | 18 | 0.0% | 0.00% | +33.3% | |
| UAA | New | UNDER ARMOUR INCcl a | $11,000 | – | 1,000 | +100.0% | 0.00% | – |
| CREE | CREE INC | $11,000 | +10.0% | 177 | 0.0% | 0.00% | +33.3% | |
| CSQ | CALAMOS STRATEGIC TOTL RETN | $13,000 | +8.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BEEM | New | BEAM GLOBAL | $12,000 | – | 1,000 | +100.0% | 0.00% | – |
| WRK | New | WESTROCK CO | $12,000 | – | 345 | +100.0% | 0.00% | – |
| LIN | LINDE PLC | $8,000 | +14.3% | 35 | 0.0% | 0.00% | +50.0% | |
| HQY | HEALTHEQUITY INC | $10,000 | -16.7% | 200 | 0.0% | 0.00% | -25.0% | |
| PLPC | PREFORMED LINE PRODS CO | $9,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% | |
| KNX | KNIGHT SWIFT TRANSN HLDGS INcl a | $8,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% | |
| WMB | New | WILLIAMS COS INC | $10,000 | – | 520 | +100.0% | 0.00% | – |
| FNB | F N B CORP | $9,000 | -10.0% | 1,385 | 0.0% | 0.00% | 0.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $8,000 | +14.3% | 53 | 0.0% | 0.00% | +50.0% | |
| STX | SEAGATE TECHNOLOGY PLC | $10,000 | 0.0% | 205 | 0.0% | 0.00% | 0.0% | |
| AMD | ADVANCED MICRO DEVICES INC | $10,000 | +66.7% | 120 | 0.0% | 0.00% | +50.0% | |
| SPIB | SPDR SER TRportfolio intrmd | $10,000 | +11.1% | 259 | 0.0% | 0.00% | 0.0% | |
| FCAU | FIAT CHRYSLER AUTOMOBILES N | $9,000 | +28.6% | 700 | 0.0% | 0.00% | +50.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $8,000 | +14.3% | 97 | 0.0% | 0.00% | +50.0% | |
| STWD | New | STARWOOD PPTY TR INC | $9,000 | – | 620 | +100.0% | 0.00% | – |
| NVS | NOVARTIS AGsponsored adr | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TCO | TAUBMAN CTRS INC | $8,000 | -11.1% | 249 | 0.0% | 0.00% | 0.0% | |
| NI | NISOURCE INC | $8,000 | 0.0% | 352 | 0.0% | 0.00% | 0.0% | |
| ILMN | ILLUMINA INC | $9,000 | -10.0% | 28 | 0.0% | 0.00% | 0.0% | |
| NFG | NATIONAL FUEL GAS CO N J | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| FLRN | SPDR SER TRblomberg brc inv | $9,000 | 0.0% | 292 | 0.0% | 0.00% | 0.0% | |
| PH | PARKER-HANNIFIN CORP | $9,000 | +12.5% | 46 | 0.0% | 0.00% | 0.0% | |
| PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $10,000 | +42.9% | 160 | 0.0% | 0.00% | +50.0% | |
| MNST | MONSTER BEVERAGE CORP NEW | $9,000 | +28.6% | 108 | 0.0% | 0.00% | +50.0% | |
| EA | ELECTRONIC ARTS INC | $8,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| FAST | FASTENAL CO | $10,000 | 0.0% | 226 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $9,000 | 0.0% | 237 | 0.0% | 0.00% | 0.0% | |
| CTXS | CITRIX SYS INC | $8,000 | -11.1% | 61 | 0.0% | 0.00% | 0.0% | |
| LCI | LANNET INC | $8,000 | -11.1% | 1,250 | 0.0% | 0.00% | 0.0% | |
| BKK | BLACKROCK MUN 2020 TERM TR | $10,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% | |
| MAS | Sell | MASCO CORP | $10,000 | -58.3% | 180 | -62.5% | 0.00% | -62.5% |
| BIDU | BAIDU INCspon adr rep a | $9,000 | +12.5% | 70 | 0.0% | 0.00% | 0.0% | |
| LULU | New | LULULEMON ATHLETICA INC | $10,000 | – | 30 | +100.0% | 0.00% | – |
| BR | BROADRIDGE FINL SOLUTIONS IN | $6,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| BLD | Sell | TOPBUILD CORP | $7,000 | -68.2% | 39 | -79.7% | 0.00% | -75.0% |
| SU | SUNCOR ENERGY INC NEW | $5,000 | -28.6% | 400 | 0.0% | 0.00% | 0.0% | |
| DFS | DISCOVER FINL SVCS | $5,000 | +25.0% | 78 | 0.0% | 0.00% | +100.0% | |
| AXGN | AXOGEN INC | $6,000 | +20.0% | 500 | 0.0% | 0.00% | 0.0% | |
| SONY | New | SONY CORPsponsored adr | $7,000 | – | 85 | +100.0% | 0.00% | – |
| ALV | AUTOLIV INC | $6,000 | +20.0% | 82 | 0.0% | 0.00% | 0.0% | |
| SCI | SERVICE CORP INTL | $6,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $7,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| EMF | TEMPLETON EMERGING MKTS FD | $6,000 | +20.0% | 370 | 0.0% | 0.00% | 0.0% | |
| VFH | VANGUARD WORLD FDSfinancials etf | $7,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% | |
| LNC | Sell | LINCOLN NATL CORP IND | $5,000 | -61.5% | 163 | -55.1% | 0.00% | -60.0% |
| LPLA | LPL FINL HLDGS INC | $6,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
| HIO | Sell | WESTERN ASSET HIGH INCOME OP | $7,000 | -41.7% | 1,500 | -40.0% | 0.00% | -50.0% |
| STZ | CONSTELLATION BRANDS INCcl a | $7,000 | +16.7% | 35 | 0.0% | 0.00% | 0.0% | |
| WY | WEYERHAEUSER CO MTN BE | $6,000 | +20.0% | 221 | 0.0% | 0.00% | 0.0% | |
| CNC | CENTENE CORP DEL | $6,000 | -14.3% | 106 | 0.0% | 0.00% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $5,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| ENV | Sell | ENVESTNET INC | $7,000 | -50.0% | 88 | -53.2% | 0.00% | -60.0% |
| VRSK | VERISK ANALYTICS INC | $7,000 | +16.7% | 38 | 0.0% | 0.00% | 0.0% | |
| YUM | YUM BRANDS INC | $6,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| IWV | ISHARES TRrussell 3000 etf | $5,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| SNY | SANOFIsponsored adr | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP | $5,000 | -37.5% | 463 | 0.0% | 0.00% | -33.3% | |
| ORLY | OREILLY AUTOMOTIVE INC | $5,000 | +25.0% | 10 | 0.0% | 0.00% | +100.0% | |
| CZWI | CITIZENS CMNTY BANCORP INC M | $7,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| ULTA | ULTA BEAUTY INC | $6,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $5,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% | |
| UL | UNILEVER PLCspon adr new | $6,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $5,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| IONS | IONIS PHARMACEUTICALS INC | $6,000 | -25.0% | 135 | 0.0% | 0.00% | -33.3% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $7,000 | 0.0% | 695 | 0.0% | 0.00% | 0.0% | |
| HXL | New | HEXCEL CORP NEW | $5,000 | – | 160 | +100.0% | 0.00% | – |
| KHC | KRAFT HEINZ CO | $3,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $4,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| EVN | EATON VANCE MUNI INCOME TRUSsh ben int | $4,000 | 0.0% | 315 | 0.0% | 0.00% | 0.0% | |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $3,000 | -25.0% | 38 | -24.0% | 0.00% | 0.0% |
| ATHX | ATHERSYS INC NEW | $3,000 | -40.0% | 1,742 | 0.0% | 0.00% | -50.0% | |
| APA | APACHE CORP | $2,000 | -50.0% | 262 | 0.0% | 0.00% | 0.0% | |
| WAT | WATERS CORP | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| COP | CONOCOPHILLIPS | $4,000 | -20.0% | 114 | 0.0% | 0.00% | -50.0% | |
| RGA | REINSURANCE GRP OF AMERICA I | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| AME | AMETEK INC | $4,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| LSXMK | LIBERTY MEDIA CORP DEL | $4,000 | -20.0% | 132 | 0.0% | 0.00% | -50.0% | |
| AIG | AMERICAN INTL GROUP INC | $3,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
| LBRDK | LIBERTY BROADBAND CORP | $4,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| ICLR | ICON PLC | $3,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| Y | ALLEGHANY CORP DEL | $4,000 | +33.3% | 7 | 0.0% | 0.00% | 0.0% | |
| SCZ | ISHARES TReafe sml cp etf | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| CTAS | CINTAS CORP | $4,000 | +33.3% | 11 | 0.0% | 0.00% | 0.0% | |
| SOHU | SOHU COM LTDsponsored ads | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $4,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| LDOS | LEIDOS HOLDINGS INC | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| EFG | ISHARES TReafe grwth etf | $3,000 | +50.0% | 29 | 0.0% | 0.00% | 0.0% | |
| DLB | DOLBY LABORATORIES INC | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| PRU | PRUDENTIAL FINL INC | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| IWS | ISHARES TRrus mdcp val etf | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SUP | SUPERIOR INDS INTL INC | $3,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| DISCK | DISCOVERY INC | $2,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
| SYY | SYSCO CORP | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| AMTD | TD AMERITRADE HLDG CORP | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $2,000 | -33.3% | 80 | 0.0% | 0.00% | 0.0% | |
| HI | HILLENBRAND INC | $3,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% | |
| GGG | GRACO INC | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| URA | GLOBAL X FDSglobal x uranium | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| POST | POST HLDGS INC | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| GNRC | New | GENERAC HLDGS INC | $4,000 | – | 20 | +100.0% | 0.00% | – |
| TWNK | New | HOSTESS BRANDS INCcl a | $4,000 | – | 305 | +100.0% | 0.00% | – |
| DELL | DELL TECHNOLOGIES INCcl c | $3,000 | +50.0% | 39 | 0.0% | 0.00% | 0.0% | |
| PCG | PG&E CORP | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| TSCO | New | TRACTOR SUPPLY CO | $3,000 | – | 20 | +100.0% | 0.00% | – |
| TRV | TRAVELERS COMPANIES INC | $4,000 | -20.0% | 41 | 0.0% | 0.00% | -50.0% | |
| TFC | TRUIST FINL CORP | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| MKL | MARKEL CORP | $3,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| IEV | ISHARES TReurope etf | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| DDOG | DATADOG INC | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| WRB | BERKLEY W R CORP | $3,000 | +50.0% | 42 | 0.0% | 0.00% | 0.0% | |
| GLD | SPDR GOLD TR | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $2,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| VLO | VALERO ENERGY CORP | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| RRC | RANGE RES CORP | $2,000 | 0.0% | 287 | 0.0% | 0.00% | 0.0% | |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $1,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
| RVI | RETAIL VALUE INC | $0 | – | 12 | 0.0% | 0.00% | – | |
| PSX | PHILLIPS 66 | $0 | -100.0% | 7 | 0.0% | 0.00% | – | |
| PRSP | PERSPECTA INC | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| XTN | SPDR SER TRs&p transn etf | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| HOFSQ | Exit | HERMITAGE OFFSHORE SERVICE L | $0 | – | -1 | -100.0% | 0.00% | – |
| SOLO | New | ELECTRAMECCANICA VEHS CORP | $0 | – | 100 | +100.0% | 0.00% | – |
| EPC | EDGEWELL PERS CARE CO | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| OXYWS | New | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 57 | +100.0% | 0.00% | – |
| SITC | SITE CTRS CORP | $1,000 | 0.0% | 125 | 0.0% | 0.00% | – | |
| KODK | New | EASTMAN KODAK CO | $1,000 | – | 150 | +100.0% | 0.00% | – |
| DSS | DOCUMENT SEC SYS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| DISCA | DISCOVERY INC | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| TDC | TERADATA CORP DEL | $1,000 | 0.0% | 64 | 0.0% | 0.00% | – | |
| DDS | DILLARDS INCcl a | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| TRANSENTERIX INC | $0 | – | 16 | 0.0% | 0.00% | – | ||
| TY | TRI CONTL CORP | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| USPH | U S PHYSICAL THERAPY INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| UBER | UBER TECHNOLOGIES INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| GTX | Exit | GARRETT MOTION INC | $0 | – | -40 | -100.0% | 0.00% | – |
| DXC | DXC TECHNOLOGY CO | $0 | – | 27 | 0.0% | 0.00% | – | |
| CEQP | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $1,000 | 0.0% | 87 | 0.0% | 0.00% | – | |
| MAT | MATTEL INC | $1,000 | 0.0% | 97 | 0.0% | 0.00% | – | |
| BMYRT | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $0 | – | 54 | 0.0% | 0.00% | – | |
| MNKD | MANNKIND CORP | $0 | – | 174 | 0.0% | 0.00% | – | |
| VC | VISTEON CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC | $1,000 | -66.7% | 208 | 0.0% | 0.00% | -100.0% | |
| WAB | WABTEC | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| APPN | New | APPIAN CORPcl a | $1,000 | – | 8 | +100.0% | 0.00% | – |
| BATRK | LIBERTY MEDIA CORP DEL | $0 | – | 14 | 0.0% | 0.00% | – | |
| FWONA | LIBERTY MEDIA CORP DEL | $0 | – | 10 | 0.0% | 0.00% | – | |
| FWONK | LIBERTY MEDIA CORP DEL | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| BATRA | LIBERTY MEDIA CORP DEL | $0 | – | 4 | 0.0% | 0.00% | – | |
| LSXMA | LIBERTY MEDIA CORP DEL | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| ADNT | ADIENT PLC | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| LBRDA | LIBERTY BROADBAND CORP | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| NAT | NORDIC AMERICAN TANKERS LIMI | $1,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
| WLTW | WILLIS TOWERS WATSON PLC LTD | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| ALC | ALCON AG | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| RIG | TRANSOCEAN LTD | $0 | – | 130 | 0.0% | 0.00% | – | |
| FVRR | New | FIVERR INTL LTD | $1,000 | – | 7 | +100.0% | 0.00% | – |
| TMUSR | Exit | T-MOBILE US INCright 07/27/2020 | $0 | – | -156 | -100.0% | 0.00% | – |
| CRNC | Exit | CERENCE INC | $0 | – | -25 | -100.0% | 0.00% | – |
| LGFB | Exit | LIONS GATE ENTMNT CORPcl b non vtg | $0 | – | -24 | -100.0% | 0.00% | – |
| CRCQQ | Exit | CALIFORNIA RES CORP | $0 | – | -19 | -100.0% | 0.00% | – |
| GPS | GAP INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| FOXA | FOX CORP | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -100 | -100.0% | -0.00% | – |
| EGBN | Exit | EAGLE BANCORP INC MD | $0 | – | -100 | -100.0% | -0.00% | – |
| RES | Exit | RPC INC | $0 | – | -500 | -100.0% | -0.00% | – |
| ET | Exit | ENERGY TRANSFER LP | $0 | – | -529 | -100.0% | -0.00% | – |
| CCL | Exit | CARNIVAL CORPunit 99/99/9999 | $0 | – | -100 | -100.0% | -0.00% | – |
| IVR | Exit | INVESCO MORTGAGE CAPITAL INC | $0 | – | -1,720 | -100.0% | -0.00% | – |
| NNBR | Exit | NN INC | $0 | – | -1,000 | -100.0% | -0.00% | – |
| CGW | Exit | INVESCO EXCH TRADED FD TR IIs&p gbl water | $0 | – | -232 | -100.0% | -0.00% | – |
| EVSI | Exit | ENVISION SOLAR INTL INC | $0 | – | -1,000 | -100.0% | -0.00% | – |
| VTA | Exit | INVESCO DYNAMIC CR OPPORTUNI | $0 | – | -1,000 | -100.0% | -0.00% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -220 | -100.0% | -0.00% | – |
| ITT | Exit | ITT INC | $0 | – | -200 | -100.0% | -0.00% | – |
| STM | Exit | STMICROELECTRONICS N Vny registry | $0 | – | -500 | -100.0% | -0.01% | – |
| AFG | Exit | AMERICAN FINL GROUP INC OHIO | $0 | – | -300 | -100.0% | -0.01% | – |
| EEMV | Exit | ISHARES INCmin vol emrg mkt | $0 | – | -470 | -100.0% | -0.01% | – |
| USA | Exit | LIBERTY ALL STAR EQUITY FDsh ben int | $0 | – | -5,040 | -100.0% | -0.01% | – |
| MNP | Exit | WESTERN ASSET MUN PARTNERS F | $0 | – | -2,835 | -100.0% | -0.01% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -1,962 | -100.0% | -0.04% | – |
| CNI | Exit | CANADIAN NATL RY CO | $0 | – | -1,480 | -100.0% | -0.05% | – |
| PRF | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $0 | – | -3,489 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 16 | Q3 2023 | 34.4% |
| ISHARES TR | 16 | Q3 2023 | 16.4% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 13.3% |
| ISHARES TR | 16 | Q3 2023 | 12.8% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 5.7% |
| ISHARES TR | 16 | Q3 2023 | 22.4% |
| MICROSOFT CORP | 16 | Q3 2023 | 2.2% |
| BERKSHIRE HATHAWAY INC DEL | 16 | Q3 2023 | 2.2% |
| VANGUARD STAR FDS | 16 | Q3 2023 | 2.2% |
| VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 4.4% |
View Center for Financial Planning, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-08 |
View Center for Financial Planning, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.