$338 Million is the total value of Truadvice, LLC's 271 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 41.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $17,654,000 | +19.7% | 63,743 | +9.9% | 5.23% | +16.2% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $17,493,000 | +19.2% | 340,920 | +10.5% | 5.18% | +15.8% |
| FFEB | Buy | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $16,831,000 | +641.5% | 470,626 | +584.5% | 4.98% | +619.9% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $14,265,000 | +25.8% | 104,259 | +9.0% | 4.22% | +22.2% |
| AAPL | Buy | APPLE INC | $9,640,000 | +25.0% | 72,223 | +33.1% | 2.85% | +21.4% |
| ESGU | Sell | ISHARES TResg awr msci usa | $8,936,000 | -28.7% | 92,820 | -36.0% | 2.64% | -30.8% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $7,219,000 | +16.7% | 17,123 | +4.0% | 2.14% | +13.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $6,017,000 | +14.2% | 111,911 | +11.7% | 1.78% | +11.0% |
| RFCI | Sell | ALPS ETF TRriverfront dym | $5,427,000 | -4.1% | 214,464 | -1.5% | 1.61% | -6.8% |
| EFV | Sell | ISHARES TReafe value etf | $5,340,000 | +5.6% | 101,713 | -4.3% | 1.58% | +2.6% |
| RFDA | Sell | ALPS ETF TRriverfrnt dymc | $4,847,000 | -3.0% | 113,843 | -13.1% | 1.44% | -5.8% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $4,699,000 | +22.9% | 20,844 | +9.6% | 1.39% | +19.4% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $4,697,000 | +6.8% | 127,148 | -1.5% | 1.39% | +3.7% |
| GOVT | Sell | ISHARES TRus treas bd etf | $4,585,000 | -40.7% | 174,126 | -38.8% | 1.36% | -42.5% |
| FMAR | New | FIRST TR EXCHNG TRADED FD VIft cboe vest mar | $4,190,000 | – | 134,668 | +100.0% | 1.24% | – |
| AGGY | Sell | WISDOMTREE TRyield enhancd us | $4,162,000 | -6.8% | 80,620 | -3.8% | 1.23% | -9.5% |
| FOCT | Sell | FIRST TR EXCHNG TRADED FD VIvest us eqty buf | $4,059,000 | +3.7% | 121,437 | -3.1% | 1.20% | +0.7% |
| DOCT | Buy | FIRST TR EXCHNG TRADED FD VIvest us eqt dep | $4,030,000 | +5.9% | 126,391 | +2.0% | 1.19% | +2.9% |
| EFG | Sell | ISHARES TReafe grwth etf | $4,023,000 | -40.0% | 37,907 | -42.8% | 1.19% | -41.7% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $3,944,000 | -48.8% | 79,892 | -54.4% | 1.17% | -50.3% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $3,684,000 | -31.2% | 87,957 | -30.9% | 1.09% | -33.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $3,600,000 | +2.7% | 8,570 | -8.4% | 1.07% | -0.2% |
| FMAY | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us buf | $3,543,000 | +1.7% | 100,404 | -1.0% | 1.05% | -1.1% |
| GNOM | New | GLOBAL X FDSgenomic biotech | $3,070,000 | – | 134,245 | +100.0% | 0.91% | – |
| FJUL | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $3,066,000 | +5.0% | 89,425 | +0.3% | 0.91% | +2.0% |
| EPS | Sell | WISDOMTREE TRus largecap fund | $2,868,000 | +10.0% | 62,956 | -2.7% | 0.85% | +6.8% |
| NTSX | Buy | WISDOMTREE TR90/60 balnced fd | $2,866,000 | +11.3% | 72,457 | +2.5% | 0.85% | +8.2% |
| XLSR | Sell | SSGA ACTIVE TRspdr ssga us sct | $2,761,000 | +3.1% | 63,114 | -5.2% | 0.82% | +0.1% |
| MSFT | Sell | MICROSOFT CORP | $2,726,000 | -25.4% | 10,794 | -31.2% | 0.81% | -27.6% |
| BUFR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $2,716,000 | +8.8% | 120,062 | +2.4% | 0.80% | +5.7% |
| WCLD | Buy | WISDOMTREE TR | $2,639,000 | +139.0% | 50,811 | +143.8% | 0.78% | +132.4% |
| SCHJ | Buy | SCHWAB STRATEGIC TR1 5yr corp bd | $2,579,000 | +51.2% | 50,443 | +51.8% | 0.76% | +46.7% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $2,545,000 | +74.1% | 34,736 | +51.9% | 0.75% | +68.8% |
| VLUE | Sell | ISHARES TRmsci usa value | $2,480,000 | -27.8% | 23,577 | -37.7% | 0.73% | -29.8% |
| DFEB | Buy | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $2,224,000 | +24.8% | 65,725 | +19.0% | 0.66% | +21.2% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,965,000 | +49.3% | 43,534 | +45.7% | 0.58% | +45.1% |
| BUG | Buy | GLOBAL X FDScybrscurty etf | $1,862,000 | +145.0% | 68,838 | +151.9% | 0.55% | +137.5% |
| ESGE | Buy | ISHARES INCesg awr msci em | $1,856,000 | +4.6% | 41,597 | +3.5% | 0.55% | +1.5% |
| DMAR | New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $1,851,000 | – | 60,412 | +100.0% | 0.55% | – |
| PLAT | Buy | WISDOMTREE TRgrowth leaders | $1,814,000 | +153.4% | 37,939 | +132.6% | 0.54% | +146.3% |
| ARKF | Buy | ARK ETF TRfintech innova | $1,804,000 | +147.5% | 33,856 | +139.1% | 0.53% | +140.5% |
| RFDI | Buy | FIRST TR EXCH TRADED FD IIIrivrfrnt dyn dev | $1,794,000 | +10.5% | 25,904 | +3.0% | 0.53% | +7.3% |
| HERO | Buy | GLOBAL X FDSvdeo gam esprt | $1,772,000 | +137.9% | 54,024 | +137.9% | 0.52% | +131.3% |
| PSFF | New | PACER FDS TRswan sos fd of | $1,738,000 | – | 80,256 | +100.0% | 0.51% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,721,000 | +13.8% | 15,352 | +2.6% | 0.51% | +10.4% |
| RFFC | Sell | ALPS ETF TRriverfrnt flex | $1,667,000 | -15.0% | 38,274 | -22.8% | 0.49% | -17.6% |
| AMZN | Sell | AMAZON COM INC | $1,663,000 | -30.6% | 479 | -35.4% | 0.49% | -32.6% |
| FNOV | Buy | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $1,650,000 | +28.8% | 44,332 | +20.8% | 0.49% | +25.1% |
| DNOV | Sell | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $1,636,000 | -21.4% | 47,561 | -24.2% | 0.48% | -23.7% |
| DSEP | Buy | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $1,629,000 | +27.7% | 50,903 | +23.4% | 0.48% | +23.9% |
| FJUN | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $1,627,000 | -2.0% | 46,151 | -6.4% | 0.48% | -4.7% |
| GCC | Buy | WISDOMTREE TRenhncd cmmdty st | $1,630,000 | +18.8% | 75,531 | +5.5% | 0.48% | +15.3% |
| FDEC | Buy | FIRST TR EXCHNG TRADED FD VIft cboe eqty bfr | $1,592,000 | +8.6% | 48,673 | +1.0% | 0.47% | +5.4% |
| SRVR | Buy | PACER FDS TRbnchmrk infra | $1,572,000 | +11.7% | 41,105 | +6.4% | 0.46% | +8.4% |
| SWAN | Buy | AMPLIFY ETF TRblackswan grwt | $1,528,000 | +12.2% | 45,781 | +10.1% | 0.45% | +8.9% |
| FSEP | Buy | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $1,504,000 | +7.0% | 44,564 | +1.2% | 0.44% | +4.0% |
| DLS | Sell | WISDOMTREE TRintl smcap div | $1,466,000 | -22.4% | 19,399 | -30.1% | 0.43% | -24.5% |
| DGRS | Sell | WISDOMTREE TRus s cap qty div | $1,388,000 | +3.4% | 29,507 | -9.0% | 0.41% | +0.5% |
| USMF | Sell | WISDOMTREE TRus multifactor | $1,383,000 | +4.5% | 35,305 | -3.7% | 0.41% | +1.5% |
| IUSB | Buy | ISHARES TRcore total usd | $1,302,000 | +59.4% | 24,557 | +63.2% | 0.38% | +54.6% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $1,272,000 | -45.5% | 7,330 | -48.6% | 0.38% | -47.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,256,000 | +17.5% | 517 | -11.5% | 0.37% | +14.1% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $1,208,000 | +70.6% | 19,123 | +54.4% | 0.36% | +65.7% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $1,205,000 | -26.3% | 22,673 | -24.5% | 0.36% | -28.5% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $1,167,000 | -17.1% | 3,263 | -24.3% | 0.34% | -19.6% |
| HD | Sell | HOME DEPOT INC | $1,167,000 | -13.9% | 3,588 | -27.4% | 0.34% | -16.5% |
| FMHI | Sell | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $1,164,000 | -20.1% | 21,126 | -20.9% | 0.34% | -22.3% |
| BTAL | Buy | AGF INVTS TRagfiq us mk anti | $1,163,000 | +10.4% | 69,274 | +28.8% | 0.34% | +7.2% |
| PUTW | Buy | WISDOMTREE TRcboe s&p 500 | $1,156,000 | +12.5% | 37,832 | +5.5% | 0.34% | +9.3% |
| DDEC | Buy | FIRST TR EXCHNG TRADED FD VIft cboe deep bfr | $1,129,000 | +7.0% | 35,685 | +2.6% | 0.33% | +3.7% |
| DJAN | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $1,101,000 | – | 35,228 | +100.0% | 0.33% | – |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,103,000 | -8.0% | 461 | -30.0% | 0.33% | -10.7% |
| IXN | Buy | ISHARES TRglobal tech etf | $1,097,000 | +9.3% | 3,350 | +2.1% | 0.32% | +6.2% |
| BA | Sell | BOEING CO | $1,061,000 | +11.2% | 4,499 | -8.5% | 0.31% | +7.9% |
| DJUL | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $1,048,000 | +37.5% | 32,297 | +33.8% | 0.31% | +33.6% |
| SCHI | Sell | SCHWAB STRATEGIC TR5 10yr corp bd | $1,019,000 | -71.8% | 19,683 | -71.0% | 0.30% | -72.6% |
| JETS | Buy | ETF SER SOLUTIONSus glb jets | $1,017,000 | +91.2% | 39,065 | +57.0% | 0.30% | +85.8% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,002,000 | -49.3% | 9,652 | -54.0% | 0.30% | -50.7% |
| JPM | Sell | JPMORGAN CHASE & CO | $950,000 | -1.5% | 6,125 | -18.8% | 0.28% | -4.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $904,000 | -18.2% | 5,503 | -16.4% | 0.27% | -20.5% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $901,000 | -21.7% | 20,645 | -29.5% | 0.27% | -23.7% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $894,000 | +1.9% | 15,709 | +4.4% | 0.26% | -0.7% |
| WMT | Sell | WALMART INC | $894,000 | -20.2% | 6,401 | -17.8% | 0.26% | -22.3% |
| IYE | New | ISHARES TRu.s. energy etf | $873,000 | – | 32,106 | +100.0% | 0.26% | – |
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $869,000 | -51.8% | 7,690 | -54.9% | 0.26% | -53.3% |
| SHYD | Buy | VANECK VECTORS ETF TRshrt hgh yld mun | $857,000 | +19.7% | 34,075 | +20.3% | 0.25% | +16.5% |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $839,000 | -33.8% | 34,847 | -41.5% | 0.25% | -35.8% |
| FISR | Sell | SSGA ACTIVE TRspdr ssga fxd | $834,000 | -9.5% | 26,999 | -6.7% | 0.25% | -12.1% |
| MTGP | Sell | WISDOMTREE TRmortgage plus bd | $827,000 | -29.9% | 16,251 | -29.0% | 0.24% | -31.8% |
| WFHY | Sell | WISDOMTREE TRus hgh yld corp | $805,000 | -38.5% | 15,400 | -38.7% | 0.24% | -40.4% |
| BAC | Sell | BK OF AMERICA CORP | $791,000 | -6.4% | 19,249 | -32.1% | 0.23% | -9.3% |
| FJAN | New | FIRST TR EXCHNG TRADED FD VIft cboe vest bfr | $784,000 | – | 24,300 | +100.0% | 0.23% | – |
| USMV | Sell | ISHARES TRmsci usa min vol | $776,000 | -24.1% | 10,764 | -29.8% | 0.23% | -26.3% |
| DAUG | Buy | FIRST TR EXCHNG TRADED FD VIvest us deep | $778,000 | +155.1% | 22,861 | +147.0% | 0.23% | +147.3% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $765,000 | +3.2% | 9,302 | +4.0% | 0.23% | 0.0% |
| PNOV | New | INNOVATOR ETFS TRs&p 500 power | $755,000 | – | 25,150 | +100.0% | 0.22% | – |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $746,000 | +66.1% | 15,392 | +42.3% | 0.22% | +61.3% |
| AWAY | Buy | ETF MANAGERS TRetfmg travel tec | $740,000 | +80.9% | 24,076 | +54.4% | 0.22% | +75.2% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $732,000 | -14.5% | 5,054 | -20.7% | 0.22% | -16.9% |
| CSCO | Sell | CISCO SYS INC | $709,000 | -7.0% | 13,783 | -17.3% | 0.21% | -9.5% |
| XLE | New | SELECT SECTOR SPDR TRenergy | $678,000 | – | 13,376 | +100.0% | 0.20% | – |
| FB | Sell | FACEBOOK INCcl a | $660,000 | -35.6% | 2,004 | -46.8% | 0.20% | -37.5% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $639,000 | -30.2% | 11,231 | -30.0% | 0.19% | -32.3% |
| CVX | Sell | CHEVRON CORP NEW | $638,000 | +1.1% | 5,971 | -16.5% | 0.19% | -1.6% |
| IGLB | Sell | ISHARES TR10+ yr invst grd | $636,000 | -69.6% | 9,437 | -67.8% | 0.19% | -70.5% |
| ABBV | Sell | ABBVIE INC | $629,000 | -39.9% | 5,673 | -44.3% | 0.19% | -41.7% |
| CVS | Buy | CVS HEALTH CORP | $630,000 | +117.2% | 8,250 | +105.8% | 0.19% | +111.4% |
| STOT | Buy | SSGA ACTIVE TRspdr dbleln shrt | $616,000 | +10.2% | 12,391 | +10.8% | 0.18% | +7.1% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $613,000 | -56.2% | 12,603 | -56.1% | 0.18% | -57.6% |
| XOM | Buy | EXXON MOBIL CORP | $588,000 | +55.6% | 9,970 | +19.6% | 0.17% | +51.3% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $583,000 | +15.7% | 1,499 | -6.2% | 0.17% | +12.3% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $586,000 | -14.8% | 9,321 | -16.0% | 0.17% | -17.6% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $577,000 | +74.8% | 7,680 | +42.8% | 0.17% | +69.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $576,000 | -35.0% | 4,346 | -37.0% | 0.17% | -37.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $570,000 | +18.0% | 1,950 | +9.0% | 0.17% | +15.0% |
| XOP | Buy | SPDR SER TRs&p oilgas exp | $544,000 | +87.6% | 6,586 | +51.9% | 0.16% | +83.0% |
| LRCX | Sell | LAM RESEARCH CORP | $540,000 | +12.5% | 842 | -9.7% | 0.16% | +9.6% |
| AZAJ | New | AIM ETF PRODUCTS TRUSTus lrg cp bufr10 | $532,000 | – | 19,857 | +100.0% | 0.16% | – |
| MS | Buy | MORGAN STANLEY | $526,000 | +34.2% | 6,287 | +9.7% | 0.16% | +31.1% |
| AZAA | AIM ETF PRODUCTS TRUSTus lrg cp buf10 | $522,000 | +4.6% | 19,054 | 0.0% | 0.16% | +2.0% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $524,000 | +7.6% | 9,296 | -7.6% | 0.16% | +4.7% |
| PJAN | INNOVATOR ETFS TRs&p 500 power | $522,000 | +5.5% | 16,281 | 0.0% | 0.16% | +2.6% | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $521,000 | +29.6% | 8,558 | +20.0% | 0.15% | +25.2% |
| AZBJ | New | AIM ETF PRODUCTS TRUSTus lrg cp bufr20 | $516,000 | – | 19,920 | +100.0% | 0.15% | – |
| AZAL | AIM ETF PRODUCTS TRUSTus lrg cap buf10 | $517,000 | +4.2% | 18,656 | 0.0% | 0.15% | +1.3% | |
| FUMB | Buy | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $518,000 | +43.1% | 25,690 | +43.0% | 0.15% | +39.1% |
| ARKW | ARK ETF TRnext gnrtn inter | $506,000 | -5.2% | 3,370 | 0.0% | 0.15% | -8.0% | |
| JNK | Sell | SPDR SER TRbloomberg brclys | $502,000 | -4.2% | 4,594 | -4.8% | 0.15% | -6.9% |
| DHI | Buy | D R HORTON INC | $499,000 | +43.4% | 4,917 | +5.4% | 0.15% | +39.6% |
| IEFA | Buy | ISHARES TRcore msci eafe | $499,000 | +13.7% | 6,627 | +5.0% | 0.15% | +10.4% |
| AVTR | New | AVANTOR INC | $496,000 | – | 15,181 | +100.0% | 0.15% | – |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $491,000 | +62.6% | 7,176 | +54.1% | 0.14% | +57.6% |
| FALN | Sell | ISHARES TRfaln angls usd | $479,000 | -1.4% | 16,270 | -1.7% | 0.14% | -4.1% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $479,000 | -47.1% | 8,365 | -49.1% | 0.14% | -48.6% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $481,000 | -48.2% | 9,408 | -47.7% | 0.14% | -49.8% |
| TFC | Buy | TRUIST FINL CORP | $477,000 | +60.1% | 7,959 | +29.4% | 0.14% | +54.9% |
| MBB | Sell | ISHARES TRmbs etf | $476,000 | -79.0% | 4,376 | -78.7% | 0.14% | -79.6% |
| TXN | Sell | TEXAS INSTRS INC | $476,000 | -20.0% | 2,560 | -29.9% | 0.14% | -22.1% |
| CDW | Buy | CDW CORP | $472,000 | +54.2% | 2,589 | +12.4% | 0.14% | +50.5% |
| V | Sell | VISA INC | $461,000 | +12.2% | 1,946 | -7.6% | 0.14% | +8.8% |
| IPG | New | INTERPUBLIC GROUP COS INC | $458,000 | – | 14,287 | +100.0% | 0.14% | – |
| IWX | Sell | ISHARES TRrus tp200 vl etf | $456,000 | -11.8% | 6,885 | -23.7% | 0.14% | -14.6% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $448,000 | -14.2% | 3,357 | -17.5% | 0.13% | -16.4% |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $448,000 | +1.4% | 11,521 | -7.5% | 0.13% | -1.5% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $450,000 | -3.0% | 4,542 | +5.2% | 0.13% | -5.7% |
| DE | Buy | DEERE & CO | $449,000 | +55.9% | 1,192 | +16.2% | 0.13% | +51.1% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $451,000 | +45.5% | 14,603 | +46.8% | 0.13% | +41.5% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmortg-back sec | $449,000 | -11.1% | 8,368 | -10.4% | 0.13% | -13.6% |
| PEP | Sell | PEPSICO INC | $449,000 | -32.0% | 3,116 | -34.9% | 0.13% | -33.8% |
| IXUS | Buy | ISHARES TRcore msci total | $446,000 | +117.6% | 6,092 | +103.3% | 0.13% | +112.9% |
| SPLB | Buy | SPDR SER TRportfolio ln cor | $445,000 | +19.3% | 14,591 | +26.4% | 0.13% | +15.8% |
| QRVO | Buy | QORVO INC | $442,000 | +55.1% | 2,217 | +28.8% | 0.13% | +50.6% |
| PYPL | Sell | PAYPAL HLDGS INC | $436,000 | -17.4% | 1,628 | -29.1% | 0.13% | -19.9% |
| HZNP | New | HORIZON THERAPEUTICS PUB L | $431,000 | – | 4,556 | +100.0% | 0.13% | – |
| TMUS | Sell | T-MOBILE US INC | $432,000 | -18.3% | 3,224 | -24.9% | 0.13% | -20.5% |
| FAUG | Buy | FIRST TR EXCHNG TRADED FD VIvest us buffer | $430,000 | +6.2% | 11,791 | +0.3% | 0.13% | +3.3% |
| DOV | Buy | DOVER CORP | $427,000 | +42.3% | 2,823 | +11.8% | 0.13% | +38.5% |
| COP | Sell | CONOCOPHILLIPS | $423,000 | +17.5% | 7,964 | -10.0% | 0.12% | +13.6% |
| IEMG | Sell | ISHARES INCcore msci emkt | $422,000 | -8.9% | 6,343 | -10.9% | 0.12% | -11.3% |
| PLD | Buy | PROLOGIS INC. | $418,000 | +29.8% | 3,598 | +15.5% | 0.12% | +26.5% |
| ABT | Sell | ABBOTT LABS | $420,000 | -50.5% | 3,469 | -53.3% | 0.12% | -52.1% |
| TGT | New | TARGET CORP | $416,000 | – | 2,008 | +100.0% | 0.12% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $414,000 | – | 2,318 | +100.0% | 0.12% | – |
| LDUR | Sell | PIMCO ETF TRenhncd lw dur ac | $417,000 | -3.5% | 4,086 | -3.3% | 0.12% | -6.8% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $411,000 | +48.9% | 2,638 | +27.4% | 0.12% | +45.2% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $408,000 | +10.9% | 791 | -1.2% | 0.12% | +8.0% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $410,000 | +7.6% | 826 | -15.2% | 0.12% | +4.3% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $409,000 | +2.2% | 4,594 | +6.1% | 0.12% | -0.8% |
| BK | Buy | BANK NEW YORK MELLON CORP | $407,000 | +80.9% | 8,135 | +43.9% | 0.12% | +73.9% |
| IGSB | Buy | ISHARES TR | $402,000 | +77.1% | 7,337 | +77.9% | 0.12% | +72.5% |
| BBY | Sell | BEST BUY INC | $399,000 | -27.6% | 3,372 | -30.5% | 0.12% | -29.8% |
| NEE | Sell | NEXTERA ENERGY INC | $391,000 | -22.4% | 5,059 | -19.4% | 0.12% | -24.7% |
| PAYX | PAYCHEX INC | $387,000 | +13.8% | 3,897 | 0.0% | 0.12% | +10.6% | |
| CAT | Sell | CATERPILLAR INC | $386,000 | -20.6% | 1,699 | -36.9% | 0.11% | -23.0% |
| PH | Buy | PARKER-HANNIFIN CORP | $383,000 | +39.3% | 1,219 | +10.7% | 0.11% | +34.5% |
| GS | New | GOLDMAN SACHS GROUP INC | $374,000 | – | 1,059 | +100.0% | 0.11% | – |
| DECK | New | DECKERS OUTDOOR CORP | $370,000 | – | 1,054 | +100.0% | 0.11% | – |
| PDBC | Sell | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $365,000 | -55.2% | 19,431 | -62.4% | 0.11% | -56.5% |
| T | Sell | AT&T INC | $364,000 | -12.9% | 11,599 | -19.2% | 0.11% | -15.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $360,000 | +25.4% | 3,648 | +8.6% | 0.11% | +23.0% |
| BWA | Buy | BORGWARNER INC | $360,000 | +51.9% | 7,296 | +38.4% | 0.11% | +48.6% |
| INTC | Sell | INTEL CORP | $349,000 | -10.7% | 5,986 | -18.0% | 0.10% | -13.4% |
| PFE | Buy | PFIZER INC | $348,000 | +26.5% | 9,021 | +18.9% | 0.10% | +22.6% |
| AON | Buy | AON PLC | $344,000 | +27.4% | 1,437 | +10.0% | 0.10% | +24.4% |
| KDP | Buy | KEURIG DR PEPPER INC | $343,000 | +33.5% | 9,545 | +23.4% | 0.10% | +30.8% |
| DJUN | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $341,000 | +8.3% | 10,291 | +4.9% | 0.10% | +5.2% |
| NSC | Buy | NORFOLK SOUTHN CORP | $340,000 | +37.1% | 1,213 | +15.4% | 0.10% | +32.9% |
| NUE | New | NUCOR CORP | $331,000 | – | 4,014 | +100.0% | 0.10% | – |
| TEL | New | TE CONNECTIVITY LTD | $330,000 | – | 2,389 | +100.0% | 0.10% | – |
| FBHS | Sell | FORTUNE BRANDS HOME & SEC IN | $331,000 | +21.2% | 3,159 | -2.5% | 0.10% | +18.1% |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $323,000 | – | 3,883 | +100.0% | 0.10% | – |
| AVY | Sell | AVERY DENNISON CORP | $325,000 | +41.3% | 1,514 | -2.1% | 0.10% | +37.1% |
| MRK | Sell | MERCK & CO. INC | $320,000 | -55.1% | 4,348 | -52.9% | 0.10% | -56.2% |
| CMBS | New | ISHARES TRcmbs etf | $321,000 | – | 5,923 | +100.0% | 0.10% | – |
| PXD | New | PIONEER NAT RES CO | $319,000 | – | 2,001 | +100.0% | 0.09% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $311,000 | – | 3,655 | +100.0% | 0.09% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $310,000 | – | 1,419 | +100.0% | 0.09% | – |
| FTSL | New | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $303,000 | – | 6,325 | +100.0% | 0.09% | – |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $305,000 | +35.0% | 5,536 | +35.7% | 0.09% | +30.4% |
| AXP | Sell | AMERICAN EXPRESS CO | $302,000 | -23.2% | 1,955 | -43.3% | 0.09% | -25.8% |
| MET | Sell | METLIFE INC | $299,000 | -14.8% | 4,639 | -36.1% | 0.09% | -16.8% |
| USB | Buy | US BANCORP DEL | $295,000 | +40.5% | 4,906 | +0.0% | 0.09% | +35.9% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $290,000 | -22.0% | 7,972 | -20.7% | 0.09% | -23.9% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $289,000 | +19.4% | 3,134 | +14.7% | 0.09% | +16.2% |
| DFS | New | DISCOVER FINL SVCS | $290,000 | – | 2,538 | +100.0% | 0.09% | – |
| MGM | New | MGM RESORTS INTERNATIONAL | $291,000 | – | 7,191 | +100.0% | 0.09% | – |
| PRU | Buy | PRUDENTIAL FINL INC | $288,000 | +37.8% | 2,841 | +7.7% | 0.08% | +32.8% |
| UMAR | New | INNOVATOR ETFS TRs&p 500 ultra | $286,000 | – | 9,893 | +100.0% | 0.08% | – |
| KMB | Buy | KIMBERLY-CLARK CORP | $286,000 | -0.7% | 2,155 | +3.8% | 0.08% | -3.4% |
| PSX | Sell | PHILLIPS 66 | $285,000 | +1.1% | 3,510 | -11.4% | 0.08% | -2.3% |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $279,000 | – | 10,254 | +100.0% | 0.08% | – |
| NVDA | Sell | NVIDIA CORPORATION | $276,000 | -56.1% | 451 | -63.0% | 0.08% | -57.3% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $274,000 | -36.4% | 1,458 | -45.9% | 0.08% | -38.2% |
| MUB | Buy | ISHARES TRnational mun etf | $273,000 | +3.4% | 2,335 | +4.0% | 0.08% | +1.2% |
| MAR | New | MARRIOTT INTL INC NEWcl a | $275,000 | – | 1,820 | +100.0% | 0.08% | – |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $274,000 | – | 9,024 | +100.0% | 0.08% | – |
| KO | Buy | COCA COLA CO | $270,000 | +20.0% | 4,975 | +7.2% | 0.08% | +15.9% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $269,000 | -6.6% | 2,331 | -21.3% | 0.08% | -9.1% |
| PFEB | INNOVATOR ETFS TRs&p 500 power | $266,000 | +6.0% | 9,513 | 0.0% | 0.08% | +3.9% | |
| USIG | Buy | ISHARES TRusd inv grde etf | $267,000 | +16.1% | 4,484 | +19.6% | 0.08% | +12.9% |
| AZAO | AIM ETF PRODUCTS TRUSTus lrg cp bfr 10 | $262,000 | +6.1% | 9,297 | 0.0% | 0.08% | +4.0% | |
| EBND | New | SPDR SER TRblombrg brc emrg | $264,000 | – | 9,921 | +100.0% | 0.08% | – |
| SO | Sell | SOUTHERN CO | $262,000 | -29.8% | 4,020 | -36.8% | 0.08% | -31.6% |
| SRLN | New | SSGA ACTIVE ETF TRblackstone senr | $265,000 | – | 5,763 | +100.0% | 0.08% | – |
| PDEC | INNOVATOR ETFS TRs&p 500 pwr bu | $259,000 | +4.9% | 8,588 | 0.0% | 0.08% | +2.7% | |
| PAPR | INNOVATOR ETFS TRs&p 500 pwr bu | $257,000 | +2.8% | 9,140 | 0.0% | 0.08% | 0.0% | |
| KJAN | New | INNOVATOR ETFS TRrussell 2000 p | $256,000 | – | 8,300 | +100.0% | 0.08% | – |
| POCT | INNOVATOR ETFS TRs&p 500 pwretf | $258,000 | +4.5% | 8,954 | 0.0% | 0.08% | +1.3% | |
| ES | Buy | EVERSOURCE ENERGY | $256,000 | -1.5% | 3,011 | +2.7% | 0.08% | -3.8% |
| WH | New | WYNDHAM HOTELS & RESORTS INC | $257,000 | – | 3,459 | +100.0% | 0.08% | – |
| RCL | New | ROYAL CARIBBEAN GROUP | $256,000 | – | 3,019 | +100.0% | 0.08% | – |
| PJUL | INNOVATOR ETFS TRs&p 500 pwr | $256,000 | +3.2% | 8,669 | 0.0% | 0.08% | 0.0% | |
| AZBA | AIM ETF PRODUCTS TRUSTus lrg cp buf20 | $256,000 | +2.4% | 9,754 | 0.0% | 0.08% | 0.0% | |
| KOCT | New | INNOVATOR ETFS TRrussell 2000 p | $253,000 | – | 9,500 | +100.0% | 0.08% | – |
| AZBL | AIM ETF PRODUCTS TRUSTus lrg cp buf20 | $254,000 | +2.0% | 9,615 | 0.0% | 0.08% | -1.3% | |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $254,000 | – | 3,868 | +100.0% | 0.08% | – |
| WBA | WALGREENS BOOTS ALLIANCE INC | $253,000 | +3.3% | 4,793 | 0.0% | 0.08% | 0.0% | |
| TSLA | Buy | TESLA INC | $251,000 | +23.6% | 371 | +57.9% | 0.07% | +19.4% |
| MDT | New | MEDTRONIC PLC | $251,000 | – | 1,905 | +100.0% | 0.07% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $250,000 | – | 2,499 | +100.0% | 0.07% | – |
| HPQ | New | HP INC | $244,000 | – | 7,046 | +100.0% | 0.07% | – |
| RFUN | Sell | ALPS ETF TRriverfront unc | $243,000 | -2.4% | 9,424 | -3.0% | 0.07% | -5.3% |
| WYNN | New | WYNN RESORTS LTD | $244,000 | – | 1,891 | +100.0% | 0.07% | – |
| PM | New | PHILIP MORRIS INTL INC | $241,000 | – | 2,530 | +100.0% | 0.07% | – |
| H | New | HYATT HOTELS CORP | $241,000 | – | 2,877 | +100.0% | 0.07% | – |
| LMT | Sell | LOCKHEED MARTIN CORP | $241,000 | -53.5% | 634 | -59.3% | 0.07% | -55.1% |
| XAR | New | SPDR SER TRaerospace def | $233,000 | – | 1,808 | +100.0% | 0.07% | – |
| FEMB | Sell | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $231,000 | -36.2% | 6,559 | -33.0% | 0.07% | -38.2% |
| BLK | Sell | BLACKROCK INC | $230,000 | -21.8% | 278 | -34.1% | 0.07% | -24.4% |
| OBOR | New | KRANESHARES TRmsci one belt | $230,000 | – | 7,626 | +100.0% | 0.07% | – |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $229,000 | -69.2% | 1,749 | -68.0% | 0.07% | -69.9% |
| FEM | New | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $226,000 | – | 8,050 | +100.0% | 0.07% | – |
| NXTG | New | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $225,000 | – | 2,989 | +100.0% | 0.07% | – |
| RIGS | Sell | ALPS ETF TRrivrfrnt str inc | $226,000 | -45.1% | 9,140 | -45.2% | 0.07% | -46.8% |
| LVS | New | LAS VEGAS SANDS CORP | $223,000 | – | 3,644 | +100.0% | 0.07% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $222,000 | – | 4,986 | +100.0% | 0.07% | – |
| FMF | New | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $220,000 | – | 4,564 | +100.0% | 0.06% | – |
| AJG | New | GALLAGHER ARTHUR J & CO | $219,000 | – | 1,558 | +100.0% | 0.06% | – |
| FAAR | New | FIRST TR EXCHANGE TRAD FD VIalt abslt strg | $217,000 | – | 7,255 | +100.0% | 0.06% | – |
| TSN | Sell | TYSON FOODS INCcl a | $217,000 | -12.1% | 2,804 | -26.4% | 0.06% | -14.7% |
| FINX | New | GLOBAL X FDSfintech etf | $216,000 | – | 4,535 | +100.0% | 0.06% | – |
| CE | Sell | CELANESE CORP DEL | $217,000 | -33.4% | 1,377 | -49.6% | 0.06% | -35.4% |
| DTD | Sell | WISDOMTREE TRus total dividnd | $216,000 | -94.2% | 1,843 | -94.8% | 0.06% | -94.3% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $213,000 | -40.5% | 10,472 | -41.1% | 0.06% | -42.2% |
| AMGN | Sell | AMGEN INC | $212,000 | -76.6% | 903 | -75.0% | 0.06% | -77.2% |
| ROBT | New | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $210,000 | – | 3,921 | +100.0% | 0.06% | – |
| QCOM | Buy | QUALCOMM INC | $209,000 | -3.2% | 1,463 | +4.3% | 0.06% | -6.1% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $203,000 | -10.6% | 2,206 | +64.0% | 0.06% | -13.0% |
| DIS | Sell | DISNEY WALT CO | $201,000 | -60.0% | 1,087 | -64.8% | 0.06% | -61.4% |
| KMI | New | KINDER MORGAN INC DEL | $182,000 | – | 10,547 | +100.0% | 0.05% | – |
| AMCR | Buy | AMCOR PLCord | $154,000 | +31.6% | 12,971 | +22.5% | 0.05% | +27.8% |
| FDX | Exit | FEDEX CORP | $0 | – | -877 | -100.0% | -0.06% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -1,663 | -100.0% | -0.07% | – |
| AMP | Exit | AMERIPRISE FINL INC | $0 | – | -1,124 | -100.0% | -0.07% | – |
| MINC | Exit | ADVISORSHARES TRnewflt mulsinc | $0 | – | -4,823 | -100.0% | -0.07% | – |
| SNPS | Exit | SYNOPSYS INC | $0 | – | -947 | -100.0% | -0.07% | – |
| IP | Exit | INTERNATIONAL PAPER CO | $0 | – | -4,721 | -100.0% | -0.07% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -3,095 | -100.0% | -0.07% | – |
| PKG | Exit | PACKAGING CORP AMER | $0 | – | -1,790 | -100.0% | -0.07% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -8,335 | -100.0% | -0.08% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -1,445 | -100.0% | -0.08% | – |
| STT | Exit | STATE STR CORP | $0 | – | -3,620 | -100.0% | -0.08% | – |
| KEY | Exit | KEYCORP | $0 | – | -15,046 | -100.0% | -0.08% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -3,256 | -100.0% | -0.08% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -2,372 | -100.0% | -0.08% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -5,488 | -100.0% | -0.08% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -3,289 | -100.0% | -0.08% | – |
| NICE | Exit | NICE LTDsponsored adr | $0 | – | -1,056 | -100.0% | -0.08% | – |
| RFAP | Exit | FIRST TR EXCH TRADED FD IIIrivrfrnt dy asia | $0 | – | -4,700 | -100.0% | -0.08% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -1,758 | -100.0% | -0.08% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -2,562 | -100.0% | -0.08% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,396 | -100.0% | -0.08% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -1,930 | -100.0% | -0.09% | – |
| STE | Exit | STERIS PLC | $0 | – | -1,482 | -100.0% | -0.09% | – |
| AMED | Exit | AMEDISYS INC | $0 | – | -992 | -100.0% | -0.09% | – |
| LDOS | Exit | LEIDOS HOLDINGS INC | $0 | – | -2,647 | -100.0% | -0.09% | – |
| VIAC | Exit | VIACOMCBS INCcl b | $0 | – | -5,412 | -100.0% | -0.09% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -1,246 | -100.0% | -0.09% | – |
| FTNT | Exit | FORTINET INC | $0 | – | -2,170 | -100.0% | -0.10% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -1,432 | -100.0% | -0.10% | – |
| ANSS | Exit | ANSYS INC | $0 | – | -930 | -100.0% | -0.10% | – |
| PHM | Exit | PULTE GROUP INC | $0 | – | -6,923 | -100.0% | -0.10% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -3,598 | -100.0% | -0.11% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -1,639 | -100.0% | -0.11% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -3,778 | -100.0% | -0.11% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -3,432 | -100.0% | -0.13% | – |
| REET | Exit | ISHARES TRglobal reit etf | $0 | – | -18,309 | -100.0% | -0.13% | – |
| ELD | Exit | WISDOMTREE TRem lcl debt fd | $0 | – | -13,100 | -100.0% | -0.14% | – |
| HYD | Exit | VANECK VECTORS ETF TRhigh yld mun etf | $0 | – | -7,235 | -100.0% | -0.14% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -6,021 | -100.0% | -0.17% | – |
| QYLD | Exit | GLOBAL X FDSnasdaq 100 cover | $0 | – | -24,507 | -100.0% | -0.17% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -10,047 | -100.0% | -0.19% | – |
| DGS | Exit | WISDOMTREE TRemg mkts smcap | $0 | – | -13,046 | -100.0% | -0.19% | – |
| RFEU | Exit | FIRST TR EXCH TRADED FD IIIrivrfrnt dyn eur | $0 | – | -9,536 | -100.0% | -0.19% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -1,328 | -100.0% | -0.20% | – |
| TDIV | Exit | FIRST TR EXCHANGE-TRADED FDnasd tech div | $0 | – | -12,925 | -100.0% | -0.20% | – |
| PFFD | Exit | GLOBAL X FDSus pfd etf | $0 | – | -26,438 | -100.0% | -0.20% | – |
| RFEM | Exit | FIRST TR EXCH TRADED FD IIIrivr frnt dyn | $0 | – | -11,026 | -100.0% | -0.24% | – |
| SHAG | Exit | WISDOMTREE TRyield enhanced | $0 | – | -17,446 | -100.0% | -0.27% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -2,863 | -100.0% | -0.29% | – |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -10,035 | -100.0% | -0.31% | – |
| DEM | Exit | WISDOMTREE TRemer mkt high fd | $0 | – | -24,921 | -100.0% | -0.32% | – |
| DNL | Exit | WISDOMTREE TRglb us qtly div | $0 | – | -15,450 | -100.0% | -0.37% | – |
| DDWM | Exit | WISDOMTREE TRcurrncy int eq | $0 | – | -52,696 | -100.0% | -0.45% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -19,864 | -100.0% | -0.56% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 13 | Q3 2023 | 5.9% |
| ISHARES TR | 13 | Q3 2023 | 5.5% |
| VANGUARD INDEX FDS | 13 | Q3 2023 | 5.2% |
| ALPS ETF TR | 13 | Q3 2023 | 5.3% |
| ALPS ETF TR | 13 | Q3 2023 | 4.5% |
| VANGUARD TAX-MANAGED INTL FD | 13 | Q3 2023 | 5.2% |
| SPDR S&P 500 ETF TR | 13 | Q3 2023 | 3.2% |
| FIRST TR EXCHNG TRADED FD VI | 13 | Q3 2023 | 3.2% |
| VANGUARD INDEX FDS | 13 | Q3 2023 | 4.2% |
| SPDR INDEX SHS FDS | 13 | Q3 2023 | 3.0% |
View Truadvice, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-09 |
| 13F-HR | 2021-07-28 |
View Truadvice, 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.