$202 Million is the total value of TFC Financial Management, Inc.'s 569 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVV | New | ISHARES TRcore s&p500 etf | $62,596,000 | – | 186,263 | +100.0% | 30.98% | – |
IDEV | New | ISHARES TRcore msci intl | $53,261,000 | – | 987,038 | +100.0% | 26.36% | – |
JNJ | New | JOHNSON & JOHNSON | $9,590,000 | – | 64,411 | +100.0% | 4.75% | – |
AAPL | New | APPLE INC | $5,955,000 | – | 51,417 | +100.0% | 2.95% | – |
PG | New | PROCTER AND GAMBLE CO | $5,027,000 | – | 36,165 | +100.0% | 2.49% | – |
ONB | New | OLD NATL BANCORP IND | $3,815,000 | – | 303,747 | +100.0% | 1.89% | – |
MRK | New | MERCK & CO. INC | $3,389,000 | – | 40,860 | +100.0% | 1.68% | – |
ACN | New | ACCENTURE PLC IRELAND | $3,129,000 | – | 13,844 | +100.0% | 1.55% | – |
MSFT | New | MICROSOFT CORP | $2,925,000 | – | 13,908 | +100.0% | 1.45% | – |
GBIL | New | GOLDMAN SACHS ETF TRacces treasury | $2,550,000 | – | 25,390 | +100.0% | 1.26% | – |
BSV | New | VANGUARD BD INDEX FDSshort trm bond | $2,451,000 | – | 29,507 | +100.0% | 1.21% | – |
BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $1,850,000 | – | 8,686 | +100.0% | 0.92% | – |
IBM | New | INTERNATIONAL BUSINESS MACHS | $1,582,000 | – | 13,000 | +100.0% | 0.78% | – |
XOM | New | EXXON MOBIL CORP | $1,332,000 | – | 38,785 | +100.0% | 0.66% | – |
MMM | New | 3M CO | $1,217,000 | – | 7,599 | +100.0% | 0.60% | – |
QUAL | New | ISHARES TRmsci usa qlt fct | $1,191,000 | – | 11,484 | +100.0% | 0.59% | – |
LHX | New | L3HARRIS TECHNOLOGIES INC | $1,069,000 | – | 6,297 | +100.0% | 0.53% | – |
IEMG | New | ISHARES INCcore msci emkt | $1,018,000 | – | 19,281 | +100.0% | 0.50% | – |
HD | New | HOME DEPOT INC | $873,000 | – | 3,144 | +100.0% | 0.43% | – |
JMST | New | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $849,000 | – | 16,641 | +100.0% | 0.42% | – |
IJR | New | ISHARES TRcore s&p scp etf | $782,000 | – | 11,136 | +100.0% | 0.39% | – |
VB | New | VANGUARD INDEX FDSsmall cp etf | $751,000 | – | 4,886 | +100.0% | 0.37% | – |
ABT | New | ABBOTT LABS | $683,000 | – | 6,274 | +100.0% | 0.34% | – |
VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $643,000 | – | 13,229 | +100.0% | 0.32% | – |
AMZN | New | AMAZON COM INC | $627,000 | – | 199 | +100.0% | 0.31% | – |
JPM | New | JPMORGAN CHASE & CO | $608,000 | – | 6,311 | +100.0% | 0.30% | – |
IQLT | New | ISHARES TRmsci intl qualty | $582,000 | – | 18,570 | +100.0% | 0.29% | – |
NEE | New | NEXTERA ENERGY INC | $576,000 | – | 2,077 | +100.0% | 0.28% | – |
MA | New | MASTERCARD INCORPORATEDcl a | $560,000 | – | 1,656 | +100.0% | 0.28% | – |
PFE | New | PFIZER INC | $520,000 | – | 14,167 | +100.0% | 0.26% | – |
VV | New | VANGUARD INDEX FDSlarge cap etf | $515,000 | – | 3,295 | +100.0% | 0.26% | – |
INTC | New | INTEL CORP | $506,000 | – | 9,767 | +100.0% | 0.25% | – |
ADP | New | AUTOMATIC DATA PROCESSING IN | $503,000 | – | 3,608 | +100.0% | 0.25% | – |
GOOGL | New | ALPHABET INCcap stk cl a | $481,000 | – | 328 | +100.0% | 0.24% | – |
BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $481,000 | – | 5,452 | +100.0% | 0.24% | – |
SPY | New | SPDR S&P 500 ETF TRtr unit | $480,000 | – | 1,433 | +100.0% | 0.24% | – |
LNT | New | ALLIANT ENERGY CORP | $475,000 | – | 9,200 | +100.0% | 0.24% | – |
COST | New | COSTCO WHSL CORP NEW | $470,000 | – | 1,324 | +100.0% | 0.23% | – |
PM | New | PHILIP MORRIS INTL INC | $464,000 | – | 6,193 | +100.0% | 0.23% | – |
DD | New | DUPONT DE NEMOURS INC | $465,000 | – | 8,386 | +100.0% | 0.23% | – |
MDLZ | New | MONDELEZ INTL INCcl a | $463,000 | – | 8,055 | +100.0% | 0.23% | – |
PEP | New | PEPSICO INC | $448,000 | – | 3,235 | +100.0% | 0.22% | – |
DIS | New | DISNEY WALT CO | $449,000 | – | 3,616 | +100.0% | 0.22% | – |
WMT | New | WALMART INC | $433,000 | – | 3,095 | +100.0% | 0.21% | – |
DOW | New | DOW INC | $432,000 | – | 9,183 | +100.0% | 0.21% | – |
VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $418,000 | – | 9,657 | +100.0% | 0.21% | – |
MO | New | ALTRIA GROUP INC | $417,000 | – | 10,800 | +100.0% | 0.21% | – |
ISRG | New | INTUITIVE SURGICAL INC | $404,000 | – | 569 | +100.0% | 0.20% | – |
IGM | New | ISHARES TRexpnd tec sc etf | $392,000 | – | 1,267 | +100.0% | 0.19% | – |
VOO | New | VANGUARD INDEX FDS | $388,000 | – | 1,261 | +100.0% | 0.19% | – |
GPC | New | GENUINE PARTS CO | $385,000 | – | 4,050 | +100.0% | 0.19% | – |
GE | New | GENERAL ELECTRIC CO | $383,000 | – | 61,501 | +100.0% | 0.19% | – |
ZTS | New | ZOETIS INCcl a | $382,000 | – | 2,311 | +100.0% | 0.19% | – |
CTVA | New | CORTEVA INC | $375,000 | – | 13,003 | +100.0% | 0.19% | – |
MCD | New | MCDONALDS CORP | $356,000 | – | 1,622 | +100.0% | 0.18% | – |
VZ | New | VERIZON COMMUNICATIONS INC | $347,000 | – | 5,828 | +100.0% | 0.17% | – |
INFO | New | IHS MARKIT LTD | $348,000 | – | 4,436 | +100.0% | 0.17% | – |
SYK | New | STRYKER CORPORATION | $347,000 | – | 1,664 | +100.0% | 0.17% | – |
AMSC | New | AMERICAN SUPERCONDUCTOR CORP | $327,000 | – | 22,550 | +100.0% | 0.16% | – |
KMB | New | KIMBERLY CLARK CORP | $328,000 | – | 2,221 | +100.0% | 0.16% | – |
BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $320,000 | – | 1 | +100.0% | 0.16% | – |
CI | New | CIGNA CORP NEW | $292,000 | – | 1,724 | +100.0% | 0.14% | – |
TMUS | New | T-MOBILE US INC | $288,000 | – | 2,519 | +100.0% | 0.14% | – |
CLX | New | CLOROX CO DEL | $284,000 | – | 1,349 | +100.0% | 0.14% | – |
APD | New | AIR PRODS & CHEMS INC | $280,000 | – | 941 | +100.0% | 0.14% | – |
TSLA | New | TESLA INC | $275,000 | – | 640 | +100.0% | 0.14% | – |
PYPL | New | PAYPAL HLDGS INC | $270,000 | – | 1,370 | +100.0% | 0.13% | – |
GOOG | New | ALPHABET INCcap stk cl c | $259,000 | – | 176 | +100.0% | 0.13% | – |
FB | New | FACEBOOK INCcl a | $248,000 | – | 946 | +100.0% | 0.12% | – |
BMY | New | BRISTOL-MYERS SQUIBB CO | $245,000 | – | 4,067 | +100.0% | 0.12% | – |
KO | New | COCA COLA CO | $214,000 | – | 4,340 | +100.0% | 0.11% | – |
REET | New | ISHARES TRglobal reit etf | $208,000 | – | 9,903 | +100.0% | 0.10% | – |
LOW | New | LOWES COS INC | $207,000 | – | 1,245 | +100.0% | 0.10% | – |
CVS | New | CVS HEALTH CORP | $203,000 | – | 3,477 | +100.0% | 0.10% | – |
VO | New | VANGUARD INDEX FDSmid cap etf | $193,000 | – | 1,095 | +100.0% | 0.10% | – |
CRM | New | SALESFORCE COM INC | $192,000 | – | 765 | +100.0% | 0.10% | – |
NVO | New | NOVO-NORDISK A Sadr | $187,000 | – | 2,696 | +100.0% | 0.09% | – |
VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $188,000 | – | 1,554 | +100.0% | 0.09% | – |
TJX | New | TJX COS INC NEW | $178,000 | – | 3,190 | +100.0% | 0.09% | – |
TMO | New | THERMO FISHER SCIENTIFIC INC | $177,000 | – | 401 | +100.0% | 0.09% | – |
ABBV | New | ABBVIE INC | $173,000 | – | 1,974 | +100.0% | 0.09% | – |
VYM | New | VANGUARD WHITEHALL FDShigh div yld | $169,000 | – | 2,084 | +100.0% | 0.08% | – |
T | New | AT&T INC | $168,000 | – | 5,891 | +100.0% | 0.08% | – |
RPM | New | RPM INTL INC | $166,000 | – | 2,000 | +100.0% | 0.08% | – |
ATR | New | APTARGROUP INC | $160,000 | – | 1,415 | +100.0% | 0.08% | – |
CSCO | New | CISCO SYS INC | $156,000 | – | 3,969 | +100.0% | 0.08% | – |
MET | New | METLIFE INC | $156,000 | – | 4,192 | +100.0% | 0.08% | – |
AMGN | New | AMGEN INC | $149,000 | – | 585 | +100.0% | 0.07% | – |
PPG | New | PPG INDS INC | $147,000 | – | 1,205 | +100.0% | 0.07% | – |
NKE | New | NIKE INCcl b | $147,000 | – | 1,173 | +100.0% | 0.07% | – |
PCAR | New | PACCAR INC | $146,000 | – | 1,709 | +100.0% | 0.07% | – |
EMR | New | EMERSON ELEC CO | $139,000 | – | 2,123 | +100.0% | 0.07% | – |
XLK | New | SELECT SECTOR SPDR TRtechnology | $139,000 | – | 1,189 | +100.0% | 0.07% | – |
SHOP | New | SHOPIFY INCcl a | $139,000 | – | 136 | +100.0% | 0.07% | – |
BA | New | BOEING CO | $138,000 | – | 834 | +100.0% | 0.07% | – |
RTX | New | RAYTHEON TECHNOLOGIES CORP | $128,000 | – | 2,228 | +100.0% | 0.06% | – |
CL | New | COLGATE PALMOLIVE CO | $127,000 | – | 1,650 | +100.0% | 0.06% | – |
SYY | New | SYSCO CORP | $128,000 | – | 2,051 | +100.0% | 0.06% | – |
PSA | New | PUBLIC STORAGE | $124,000 | – | 556 | +100.0% | 0.06% | – |
BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $121,000 | – | 410 | +100.0% | 0.06% | – |
AXP | New | AMERICAN EXPRESS CO | $122,000 | – | 1,214 | +100.0% | 0.06% | – |
UPS | New | UNITED PARCEL SERVICE INCcl b | $121,000 | – | 727 | +100.0% | 0.06% | – |
BAC | New | BK OF AMERICA CORP | $120,000 | – | 4,968 | +100.0% | 0.06% | – |
WEC | New | WEC ENERGY GROUP INC | $118,000 | – | 1,222 | +100.0% | 0.06% | – |
ITW | New | ILLINOIS TOOL WKS INC | $118,000 | – | 610 | +100.0% | 0.06% | – |
IWD | New | ISHARES TRrus 1000 val etf | $116,000 | – | 983 | +100.0% | 0.06% | – |
APH | New | AMPHENOL CORP NEWcl a | $113,000 | – | 1,048 | +100.0% | 0.06% | – |
PAYX | New | PAYCHEX INC | $111,000 | – | 1,395 | +100.0% | 0.06% | – |
QCOM | New | QUALCOMM INC | $112,000 | – | 953 | +100.0% | 0.06% | – |
TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $112,000 | – | 1,384 | +100.0% | 0.06% | – |
UL | New | UNILEVER PLCspon adr new | $108,000 | – | 1,758 | +100.0% | 0.05% | – |
GLW | New | CORNING INC | $108,000 | – | 3,321 | +100.0% | 0.05% | – |
OLED | New | UNIVERSAL DISPLAY CORP | $108,000 | – | 598 | +100.0% | 0.05% | – |
TDOC | New | TELADOC HEALTH INC | $105,000 | – | 479 | +100.0% | 0.05% | – |
VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $106,000 | – | 2,593 | +100.0% | 0.05% | – |
CVX | New | CHEVRON CORP NEW | $104,000 | – | 1,448 | +100.0% | 0.05% | – |
AMD | New | ADVANCED MICRO DEVICES INC | $101,000 | – | 1,231 | +100.0% | 0.05% | – |
MTD | New | METTLER TOLEDO INTERNATIONAL | $102,000 | – | 106 | +100.0% | 0.05% | – |
GS | New | GOLDMAN SACHS GROUP INC | $102,000 | – | 510 | +100.0% | 0.05% | – |
EL | New | LAUDER ESTEE COS INCcl a | $100,000 | – | 459 | +100.0% | 0.05% | – |
ZBH | New | ZIMMER BIOMET HOLDINGS INC | $97,000 | – | 716 | +100.0% | 0.05% | – |
ENTG | New | ENTEGRIS INC | $97,000 | – | 1,310 | +100.0% | 0.05% | – |
SJM | New | SMUCKER J M CO | $97,000 | – | 836 | +100.0% | 0.05% | – |
DOCU | New | DOCUSIGN INC | $95,000 | – | 441 | +100.0% | 0.05% | – |
ADBE | New | ADOBE SYSTEMS INCORPORATED | $95,000 | – | 193 | +100.0% | 0.05% | – |
ROKU | New | ROKU INC | $93,000 | – | 491 | +100.0% | 0.05% | – |
SO | New | SOUTHERN CO | $93,000 | – | 1,722 | +100.0% | 0.05% | – |
HON | New | HONEYWELL INTL INC | $93,000 | – | 562 | +100.0% | 0.05% | – |
TROW | New | PRICE T ROWE GROUP INC | $91,000 | – | 707 | +100.0% | 0.04% | – |
UNH | New | UNITEDHEALTH GROUP INC | $88,000 | – | 282 | +100.0% | 0.04% | – |
UNP | New | UNION PAC CORP | $89,000 | – | 454 | +100.0% | 0.04% | – |
PRU | New | PRUDENTIAL FINL INC | $87,000 | – | 1,369 | +100.0% | 0.04% | – |
BFB | New | BROWN FORMAN CORPcl b | $86,000 | – | 1,143 | +100.0% | 0.04% | – |
NVDA | New | NVIDIA CORPORATION | $85,000 | – | 157 | +100.0% | 0.04% | – |
ED | New | CONSOLIDATED EDISON INC | $84,000 | – | 1,075 | +100.0% | 0.04% | – |
DBI | New | DESIGNER BRANDS INCcl a | $85,000 | – | 15,570 | +100.0% | 0.04% | – |
DG | New | DOLLAR GEN CORP NEW | $83,000 | – | 395 | +100.0% | 0.04% | – |
SEDG | New | SOLAREDGE TECHNOLOGIES INC | $82,000 | – | 342 | +100.0% | 0.04% | – |
UN | New | UNILEVER N V | $83,000 | – | 1,374 | +100.0% | 0.04% | – |
HE | New | HAWAIIAN ELEC INDUSTRIES | $80,000 | – | 2,400 | +100.0% | 0.04% | – |
ASML | New | ASML HOLDING N V | $78,000 | – | 212 | +100.0% | 0.04% | – |
DHR | New | DANAHER CORPORATION | $79,000 | – | 367 | +100.0% | 0.04% | – |
GRMN | New | GARMIN LTD | $78,000 | – | 826 | +100.0% | 0.04% | – |
QQQ | New | INVESCO QQQ TRunit ser 1 | $78,000 | – | 281 | +100.0% | 0.04% | – |
KHC | New | KRAFT HEINZ CO | $76,000 | – | 2,522 | +100.0% | 0.04% | – |
ILMN | New | ILLUMINA INC | $74,000 | – | 239 | +100.0% | 0.04% | – |
ROK | New | ROCKWELL AUTOMATION INC | $72,000 | – | 326 | +100.0% | 0.04% | – |
SCZ | New | ISHARES TReafe sml cp etf | $72,000 | – | 1,216 | +100.0% | 0.04% | – |
TYL | New | TYLER TECHNOLOGIES INC | $70,000 | – | 200 | +100.0% | 0.04% | – |
MCO | New | MOODYS CORP | $70,000 | – | 243 | +100.0% | 0.04% | – |
BIIB | New | BIOGEN INC | $71,000 | – | 250 | +100.0% | 0.04% | – |
VRSK | New | VERISK ANALYTICS INC | $68,000 | – | 367 | +100.0% | 0.03% | – |
CMCSA | New | COMCAST CORP NEWcl a | $68,000 | – | 1,473 | +100.0% | 0.03% | – |
CNI | New | CANADIAN NATL RY CO | $66,000 | – | 622 | +100.0% | 0.03% | – |
XYL | New | XYLEM INC | $64,000 | – | 765 | +100.0% | 0.03% | – |
V | New | VISA INC | $65,000 | – | 326 | +100.0% | 0.03% | – |
VUG | New | VANGUARD INDEX FDSgrowth etf | $64,000 | – | 280 | +100.0% | 0.03% | – |
KRNT | New | KORNIT DIGITAL LTD | $63,000 | – | 969 | +100.0% | 0.03% | – |
GIS | New | GENERAL MLS INC | $62,000 | – | 1,008 | +100.0% | 0.03% | – |
ORCL | New | ORACLE CORP | $63,000 | – | 1,057 | +100.0% | 0.03% | – |
AMT | New | AMERICAN TOWER CORP NEW | $62,000 | – | 255 | +100.0% | 0.03% | – |
PINS | New | PINTEREST INCcl a | $60,000 | – | 1,452 | +100.0% | 0.03% | – |
PPL | New | PPL CORP | $61,000 | – | 2,256 | +100.0% | 0.03% | – |
DUK | New | DUKE ENERGY CORP NEW | $59,000 | – | 667 | +100.0% | 0.03% | – |
CTAS | New | CINTAS CORP | $59,000 | – | 178 | +100.0% | 0.03% | – |
BSX | New | BOSTON SCIENTIFIC CORP | $59,000 | – | 1,539 | +100.0% | 0.03% | – |
TWOU | New | 2U INC | $56,000 | – | 1,645 | +100.0% | 0.03% | – |
ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $56,000 | – | 120 | +100.0% | 0.03% | – |
AEP | New | AMERICAN ELEC PWR CO INC | $57,000 | – | 694 | +100.0% | 0.03% | – |
ECL | New | ECOLAB INC | $55,000 | – | 277 | +100.0% | 0.03% | – |
IMGN | New | IMMUNOGEN INC | $55,000 | – | 15,200 | +100.0% | 0.03% | – |
PKI | New | PERKINELMER INC | $52,000 | – | 412 | +100.0% | 0.03% | – |
BDX | New | BECTON DICKINSON & CO | $53,000 | – | 227 | +100.0% | 0.03% | – |
CYBR | New | CYBERARK SOFTWARE LTD | $52,000 | – | 500 | +100.0% | 0.03% | – |
IDV | New | ISHARES TRintl sel div etf | $51,000 | – | 2,060 | +100.0% | 0.02% | – |
ADI | New | ANALOG DEVICES INC | $51,000 | – | 436 | +100.0% | 0.02% | – |
ADSK | New | AUTODESK INC | $46,000 | – | 200 | +100.0% | 0.02% | – |
SXT | New | SENSIENT TECHNOLOGIES CORP | $46,000 | – | 800 | +100.0% | 0.02% | – |
RY | New | ROYAL BK CDA | $47,000 | – | 663 | +100.0% | 0.02% | – |
TD | New | TORONTO DOMINION BK ONT | $47,000 | – | 1,027 | +100.0% | 0.02% | – |
WM | New | WASTE MGMT INC DEL | $46,000 | – | 409 | +100.0% | 0.02% | – |
JKHY | New | HENRY JACK & ASSOC INC | $46,000 | – | 281 | +100.0% | 0.02% | – |
VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $45,000 | – | 870 | +100.0% | 0.02% | – |
CARR | New | CARRIER GLOBAL CORPORATION | $45,000 | – | 1,474 | +100.0% | 0.02% | – |
OTIS | New | OTIS WORLDWIDE CORP | $45,000 | – | 725 | +100.0% | 0.02% | – |
NOC | New | NORTHROP GRUMMAN CORP | $42,000 | – | 132 | +100.0% | 0.02% | – |
VTV | New | VANGUARD INDEX FDSvalue etf | $42,000 | – | 400 | +100.0% | 0.02% | – |
MKTX | New | MARKETAXESS HLDGS INC | $43,000 | – | 90 | +100.0% | 0.02% | – |
LYV | New | LIVE NATION ENTERTAINMENT IN | $43,000 | – | 800 | +100.0% | 0.02% | – |
VTI | New | VANGUARD INDEX FDStotal stk mkt | $40,000 | – | 234 | +100.0% | 0.02% | – |
DNKN | New | DUNKIN BRANDS GROUP INC | $41,000 | – | 505 | +100.0% | 0.02% | – |
PLD | New | PROLOGIS INC. | $40,000 | – | 402 | +100.0% | 0.02% | – |
MDT | New | MEDTRONIC PLC | $39,000 | – | 379 | +100.0% | 0.02% | – |
HPQ | New | HP INC | $38,000 | – | 1,984 | +100.0% | 0.02% | – |
MKC | New | MCCORMICK & CO INC | $36,000 | – | 186 | +100.0% | 0.02% | – |
BAX | New | BAXTER INTL INC | $37,000 | – | 465 | +100.0% | 0.02% | – |
DES | New | WISDOMTREE TRus smallcap divd | $37,000 | – | 1,773 | +100.0% | 0.02% | – |
WW | New | WW INTL INC | $34,000 | – | 1,800 | +100.0% | 0.02% | – |
BLK | New | BLACKROCK INC | $34,000 | – | 61 | +100.0% | 0.02% | – |
TTD | New | THE TRADE DESK INC | $34,000 | – | 66 | +100.0% | 0.02% | – |
RUSHA | New | RUSH ENTERPRISES INCcl a | $34,000 | – | 675 | +100.0% | 0.02% | – |
FIS | New | FIDELITY NATL INFORMATION SV | $33,000 | – | 226 | +100.0% | 0.02% | – |
ABMD | New | ABIOMED INC | $32,000 | – | 117 | +100.0% | 0.02% | – |
DRE | New | DUKE REALTY CORP | $33,000 | – | 900 | +100.0% | 0.02% | – |
F | New | FORD MTR CO DEL | $30,000 | – | 4,526 | +100.0% | 0.02% | – |
SAP | New | SAP SEspon adr | $31,000 | – | 202 | +100.0% | 0.02% | – |
SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $31,000 | – | 390 | +100.0% | 0.02% | – |
TT | New | TRANE TECHNOLOGIES PLC | $29,000 | – | 242 | +100.0% | 0.01% | – |
NVS | New | NOVARTIS AGsponsored adr | $29,000 | – | 334 | +100.0% | 0.01% | – |
COP | New | CONOCOPHILLIPS | $28,000 | – | 847 | +100.0% | 0.01% | – |
PSTI | New | PLURISTEM THERAPEUTICS INC | $28,000 | – | 2,696 | +100.0% | 0.01% | – |
SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $28,000 | – | 348 | +100.0% | 0.01% | – |
GLD | New | SPDR GOLD TR | $29,000 | – | 164 | +100.0% | 0.01% | – |
JD | New | JD.COM INCspon adr cl a | $29,000 | – | 374 | +100.0% | 0.01% | – |
OCFT | New | ONECONNECT FINL TECHNOLOGY Csponsored ads | $29,000 | – | 1,381 | +100.0% | 0.01% | – |
XLNX | New | XILINX INC | $29,000 | – | 276 | +100.0% | 0.01% | – |
AVGO | New | BROADCOM INC | $27,000 | – | 73 | +100.0% | 0.01% | – |
BURL | New | BURLINGTON STORES INC | $26,000 | – | 127 | +100.0% | 0.01% | – |
VNQ | New | VANGUARD INDEX FDSreal estate etf | $26,000 | – | 326 | +100.0% | 0.01% | – |
PHG | New | KONINKLIJKE PHILIPS N Vny reg sh new | $26,000 | – | 559 | +100.0% | 0.01% | – |
PNC | New | PNC FINL SVCS GROUP INC | $25,000 | – | 227 | +100.0% | 0.01% | – |
DVYE | New | ISHARES INCem mkts div etf | $25,000 | – | 839 | +100.0% | 0.01% | – |
SIRI | New | SIRIUS XM HOLDINGS INC | $24,000 | – | 4,500 | +100.0% | 0.01% | – |
AWK | New | AMERICAN WTR WKS CO INC NEW | $24,000 | – | 165 | +100.0% | 0.01% | – |
FBRX | New | FORTE BIOSCIENCES INC | $24,000 | – | 504 | +100.0% | 0.01% | – |
IJH | New | ISHARES TRcore s&p mcp etf | $24,000 | – | 128 | +100.0% | 0.01% | – |
TBIO | New | TRANSLATE BIO INC | $25,000 | – | 1,854 | +100.0% | 0.01% | – |
CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $22,000 | – | 269 | +100.0% | 0.01% | – |
AON | New | AON PLC | $22,000 | – | 106 | +100.0% | 0.01% | – |
WIX | New | WIX COM LTD | $20,000 | – | 80 | +100.0% | 0.01% | – |
HEI | New | HEICO CORP NEW | $21,000 | – | 197 | +100.0% | 0.01% | – |
ETN | New | EATON CORP PLC | $20,000 | – | 193 | +100.0% | 0.01% | – |
LBRDK | New | LIBERTY BROADBAND CORP | $20,000 | – | 142 | +100.0% | 0.01% | – |
BFAM | New | BRIGHT HORIZONS FAM SOL IN D | $19,000 | – | 122 | +100.0% | 0.01% | – |
ALNY | New | ALNYLAM PHARMACEUTICALS INC | $18,000 | – | 125 | +100.0% | 0.01% | – |
ADM | New | ARCHER DANIELS MIDLAND CO | $19,000 | – | 400 | +100.0% | 0.01% | – |
ETSY | New | ETSY INC | $18,000 | – | 148 | +100.0% | 0.01% | – |
GPN | New | GLOBAL PMTS INC | $19,000 | – | 106 | +100.0% | 0.01% | – |
MMC | New | MARSH & MCLENNAN COS INC | $19,000 | – | 162 | +100.0% | 0.01% | – |
NFLX | New | NETFLIX INC | $18,000 | – | 35 | +100.0% | 0.01% | – |
HSIC | New | HENRY SCHEIN INC | $18,000 | – | 300 | +100.0% | 0.01% | – |
XLB | New | SELECT SECTOR SPDR TRsbi materials | $19,000 | – | 300 | +100.0% | 0.01% | – |
SQ | New | SQUARE INCcl a | $18,000 | – | 111 | +100.0% | 0.01% | – |
VRTX | New | VERTEX PHARMACEUTICALS INC | $19,000 | – | 69 | +100.0% | 0.01% | – |
WBA | New | WALGREENS BOOTS ALLIANCE INC | $18,000 | – | 500 | +100.0% | 0.01% | – |
MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $18,000 | – | 461 | +100.0% | 0.01% | – |
CPRT | New | COPART INC | $17,000 | – | 159 | +100.0% | 0.01% | – |
BP | New | BP PLCsponsored adr | $17,000 | – | 982 | +100.0% | 0.01% | – |
ADX | New | ADAMS DIVERSIFIED EQUITY FD | $16,000 | – | 992 | +100.0% | 0.01% | – |
SLF | New | SUN LIFE FINANCIAL INC. | $16,000 | – | 392 | +100.0% | 0.01% | – |
TY | New | TRI CONTL CORP | $16,000 | – | 620 | +100.0% | 0.01% | – |
CDK | New | CDK GLOBAL INC | $16,000 | – | 360 | +100.0% | 0.01% | – |
BRO | New | BROWN & BROWN INC | $17,000 | – | 376 | +100.0% | 0.01% | – |
SBCF | New | SEACOAST BKG CORP FLA | $15,000 | – | 829 | +100.0% | 0.01% | – |
SBUX | New | STARBUCKS CORP | $14,000 | – | 166 | +100.0% | 0.01% | – |
CWEN | New | CLEARWAY ENERGY INCcl c | $15,000 | – | 546 | +100.0% | 0.01% | – |
SNY | New | SANOFIsponsored adr | $14,000 | – | 277 | +100.0% | 0.01% | – |
NAD | New | NUVEEN QUALITY MUNCP INCOME | $15,000 | – | 1,020 | +100.0% | 0.01% | – |
CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $14,000 | – | 22 | +100.0% | 0.01% | – |
KMX | New | CARMAX INC | $14,000 | – | 147 | +100.0% | 0.01% | – |
OEF | New | ISHARES TRs&p 100 etf | $14,000 | – | 90 | +100.0% | 0.01% | – |
TWTR | New | TWITTER INC | $15,000 | – | 330 | +100.0% | 0.01% | – |
IPGP | New | IPG PHOTONICS CORP | $14,000 | – | 85 | +100.0% | 0.01% | – |
ARWR | New | ARROWHEAD PHARMACEUTICALS IN | $15,000 | – | 357 | +100.0% | 0.01% | – |
BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $15,000 | – | 175 | +100.0% | 0.01% | – |
MUB | New | ISHARES TRnational mun etf | $14,000 | – | 121 | +100.0% | 0.01% | – |
CSX | New | CSX CORP | $15,000 | – | 192 | +100.0% | 0.01% | – |
LAC | New | LITHIUM AMERS CORP NEW | $14,000 | – | 1,260 | +100.0% | 0.01% | – |
YUM | New | YUM BRANDS INC | $15,000 | – | 165 | +100.0% | 0.01% | – |
ORLY | New | OREILLY AUTOMOTIVE INC | $15,000 | – | 33 | +100.0% | 0.01% | – |
FAST | New | FASTENAL CO | $13,000 | – | 278 | +100.0% | 0.01% | – |
WMS | New | ADVANCED DRAIN SYS INC DEL | $13,000 | – | 206 | +100.0% | 0.01% | – |
ONEQ | New | FIDELITY COMWLTH TRndq cp idx trk | $12,000 | – | 28 | +100.0% | 0.01% | – |
MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $12,000 | – | 363 | +100.0% | 0.01% | – |
ESGR | New | ENSTAR GROUP LIMITED | $12,000 | – | 75 | +100.0% | 0.01% | – |
QLYS | New | QUALYS INC | $13,000 | – | 131 | +100.0% | 0.01% | – |
ANSS | New | ANSYS INC | $13,000 | – | 40 | +100.0% | 0.01% | – |
MTCH | New | MATCH GROUP INC NEW | $12,000 | – | 110 | +100.0% | 0.01% | – |
TEL | New | TE CONNECTIVITY LTD | $13,000 | – | 138 | +100.0% | 0.01% | – |
STX | New | SEAGATE TECHNOLOGY PLC | $13,000 | – | 264 | +100.0% | 0.01% | – |
GAM | New | GENERAL AMERN INVS INC | $13,000 | – | 395 | +100.0% | 0.01% | – |
RMRM | New | RMR MORTGAGE TR | $13,000 | – | 1,441 | +100.0% | 0.01% | – |
LH | New | LABORATORY CORP AMER HLDGS | $11,000 | – | 58 | +100.0% | 0.01% | – |
PSX | New | PHILLIPS 66 | $11,000 | – | 215 | +100.0% | 0.01% | – |
SE | New | SEA LTDsponsord ads | $10,000 | – | 67 | +100.0% | 0.01% | – |
DFS | New | DISCOVER FINL SVCS | $10,000 | – | 178 | +100.0% | 0.01% | – |
GWRE | New | GUIDEWIRE SOFTWARE INC | $10,000 | – | 93 | +100.0% | 0.01% | – |
WFC | New | WELLS FARGO CO NEW | $11,000 | – | 479 | +100.0% | 0.01% | – |
BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $10,000 | – | 303 | +100.0% | 0.01% | – |
CDW | New | CDW CORP | $11,000 | – | 90 | +100.0% | 0.01% | – |
MKL | New | MARKEL CORP | $11,000 | – | 11 | +100.0% | 0.01% | – |
DVY | New | ISHARES TRselect divid etf | $10,000 | – | 125 | +100.0% | 0.01% | – |
ULTA | New | ULTA BEAUTY INC | $11,000 | – | 50 | +100.0% | 0.01% | – |
CB | New | CHUBB LIMITED | $10,000 | – | 86 | +100.0% | 0.01% | – |
NICE | New | NICE LTDsponsored adr | $11,000 | – | 50 | +100.0% | 0.01% | – |
CHWY | New | CHEWY INCcl a | $11,000 | – | 202 | +100.0% | 0.01% | – |
EXC | New | EXELON CORP | $11,000 | – | 302 | +100.0% | 0.01% | – |
EPD | New | ENTERPRISE PRODS PARTNERS L | $11,000 | – | 700 | +100.0% | 0.01% | – |
HPE | New | HEWLETT PACKARD ENTERPRISE C | $11,000 | – | 1,176 | +100.0% | 0.01% | – |
SRNE | New | SORRENTO THERAPEUTICS INC | $10,000 | – | 891 | +100.0% | 0.01% | – |
QTEC | New | FIRST TR NASDAQ 100 TECH IND | $9,000 | – | 74 | +100.0% | 0.00% | – |
FRPT | New | FRESHPET INC | $9,000 | – | 85 | +100.0% | 0.00% | – |
FFC | New | FLAHERTY & CRUMRIN PFD & INM | $8,000 | – | 361 | +100.0% | 0.00% | – |
IR | New | INGERSOLL RAND INC | $8,000 | – | 213 | +100.0% | 0.00% | – |
RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $8,000 | – | 300 | +100.0% | 0.00% | – |
BKI | New | BLACK KNIGHT INC | $8,000 | – | 90 | +100.0% | 0.00% | – |
WRB | New | BERKLEY W R CORP | $8,000 | – | 124 | +100.0% | 0.00% | – |
MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $9,000 | – | 26 | +100.0% | 0.00% | – |
YUMC | New | YUM CHINA HLDGS INC | $9,000 | – | 165 | +100.0% | 0.00% | – |
CABO | New | CABLE ONE INC | $9,000 | – | 5 | +100.0% | 0.00% | – |
IDXX | New | IDEXX LABS INC | $8,000 | – | 20 | +100.0% | 0.00% | – |
DHI | New | D R HORTON INC | $8,000 | – | 112 | +100.0% | 0.00% | – |
VIAC | New | VIACOMCBS INCcl b | $9,000 | – | 322 | +100.0% | 0.00% | – |
ALGN | New | ALIGN TECHNOLOGY INC | $8,000 | – | 25 | +100.0% | 0.00% | – |
CTXS | New | CITRIX SYS INC | $8,000 | – | 58 | +100.0% | 0.00% | – |
IWM | New | ISHARES TRrussell 2000 etf | $9,000 | – | 59 | +100.0% | 0.00% | – |
TWLO | New | TWILIO INCcl a | $9,000 | – | 37 | +100.0% | 0.00% | – |
PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $8,000 | – | 200 | +100.0% | 0.00% | – |
IUSG | New | ISHARES TRcore s&p us gwt | $6,000 | – | 71 | +100.0% | 0.00% | – |
SWK | New | STANLEY BLACK & DECKER INC | $6,000 | – | 34 | +100.0% | 0.00% | – |
HERO | New | GLOBAL X FDSvdeo gam esprt | $7,000 | – | 260 | +100.0% | 0.00% | – |
COG | New | CABOT OIL & GAS CORP | $6,000 | – | 353 | +100.0% | 0.00% | – |
SPEPRB | New | SPECIAL OPPORTUNITIES FD INCpfd conv se b | $7,000 | – | 287 | +100.0% | 0.00% | – |
FSP | New | FRANKLIN STR PPTYS CORP | $7,000 | – | 1,922 | +100.0% | 0.00% | – |
RVT | New | ROYCE VALUE TR INC | $6,000 | – | 482 | +100.0% | 0.00% | – |
DE | New | DEERE & CO | $7,000 | – | 33 | +100.0% | 0.00% | – |
NUAN | New | NUANCE COMMUNICATIONS INC | $7,000 | – | 209 | +100.0% | 0.00% | – |
NUE | New | NUCOR CORP | $6,000 | – | 125 | +100.0% | 0.00% | – |
VEEV | New | VEEVA SYS INC | $6,000 | – | 20 | +100.0% | 0.00% | – |
SWKS | New | SKYWORKS SOLUTIONS INC | $6,000 | – | 44 | +100.0% | 0.00% | – |
CAT | New | CATERPILLAR INC DEL | $4,000 | – | 24 | +100.0% | 0.00% | – |
SDY | New | SPDR SER TRs&p divid etf | $4,000 | – | 41 | +100.0% | 0.00% | – |
TGT | New | TARGET CORP | $4,000 | – | 26 | +100.0% | 0.00% | – |
SPOT | New | SPOTIFY TECHNOLOGY S A | $5,000 | – | 22 | +100.0% | 0.00% | – |
ALB | New | ALBEMARLE CORP | $4,000 | – | 40 | +100.0% | 0.00% | – |
FISV | New | FISERV INC | $5,000 | – | 51 | +100.0% | 0.00% | – |
NERV | New | MINERVA NEUROSCIENCES INC | $5,000 | – | 1,488 | +100.0% | 0.00% | – |
MKSI | New | MKS INSTRS INC | $5,000 | – | 43 | +100.0% | 0.00% | – |
USA | New | LIBERTY ALL STAR EQUITY FDsh ben int | $5,000 | – | 775 | +100.0% | 0.00% | – |
LNG | New | CHENIERE ENERGY INC | $4,000 | – | 91 | +100.0% | 0.00% | – |
SAIA | New | SAIA INC | $4,000 | – | 29 | +100.0% | 0.00% | – |
WORK | New | SLACK TECHNOLOGIES INC | $4,000 | – | 150 | +100.0% | 0.00% | – |
XRAY | New | DENTSPLY SIRONA INC | $5,000 | – | 120 | +100.0% | 0.00% | – |
CACI | New | CACI INTL INCcl a | $5,000 | – | 22 | +100.0% | 0.00% | – |
RNG | New | RINGCENTRAL INCcl a | $5,000 | – | 20 | +100.0% | 0.00% | – |
DLB | New | DOLBY LABORATORIES INC | $5,000 | – | 80 | +100.0% | 0.00% | – |
GNTX | New | GENTEX CORP | $4,000 | – | 139 | +100.0% | 0.00% | – |
RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $4,000 | – | 39 | +100.0% | 0.00% | – |
DOX | New | AMDOCS LTD | $5,000 | – | 91 | +100.0% | 0.00% | – |
LRCX | New | LAM RESEARCH CORP | $4,000 | – | 12 | +100.0% | 0.00% | – |
LMT | New | LOCKHEED MARTIN CORP | $4,000 | – | 10 | +100.0% | 0.00% | – |
ICLR | New | ICON PLC | $4,000 | – | 23 | +100.0% | 0.00% | – |
LSTR | New | LANDSTAR SYS INC | $4,000 | – | 33 | +100.0% | 0.00% | – |
WST | New | WEST PHARMACEUTICAL SVSC INC | $4,000 | – | 16 | +100.0% | 0.00% | – |
LDOS | New | LEIDOS HOLDINGS INC | $4,000 | – | 49 | +100.0% | 0.00% | – |
SPE | New | SPECIAL OPPORTUNITIES FD INC | $5,000 | – | 387 | +100.0% | 0.00% | – |
THO | New | THOR INDS INC | $5,000 | – | 53 | +100.0% | 0.00% | – |
ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $5,000 | – | 33 | +100.0% | 0.00% | – |
IONS | New | IONIS PHARMACEUTICALS INC | $5,000 | – | 102 | +100.0% | 0.00% | – |
WING | New | WINGSTOP INC | $3,000 | – | 25 | +100.0% | 0.00% | – |
ICAD | New | ICAD INC | $2,000 | – | 200 | +100.0% | 0.00% | – |
HUM | New | HUMANA INC | $2,000 | – | 4 | +100.0% | 0.00% | – |
K | New | KELLOGG CO | $2,000 | – | 34 | +100.0% | 0.00% | – |
KR | New | KROGER CO | $2,000 | – | 59 | +100.0% | 0.00% | – |
LMND | New | LEMONADE INC | $2,000 | – | 40 | +100.0% | 0.00% | – |
LSXMK | New | LIBERTY MEDIA CORP DEL | $2,000 | – | 55 | +100.0% | 0.00% | – |
LLY | New | LILLY ELI & CO | $2,000 | – | 15 | +100.0% | 0.00% | – |
GGG | New | GRACO INC | $2,000 | – | 27 | +100.0% | 0.00% | – |
M | New | MACYS INC | $3,000 | – | 507 | +100.0% | 0.00% | – |
GILD | New | GILEAD SCIENCES INC | $3,000 | – | 52 | +100.0% | 0.00% | – |
GCI | New | GANNETT CO INC | $3,000 | – | 2,500 | +100.0% | 0.00% | – |
MIDD | New | MIDDLEBY CORP | $2,000 | – | 26 | +100.0% | 0.00% | – |
MNST | New | MONSTER BEVERAGE CORP NEW | $2,000 | – | 28 | +100.0% | 0.00% | – |
MS | New | MORGAN STANLEY | $2,000 | – | 39 | +100.0% | 0.00% | – |
NEM | New | NEWMONT CORP | $3,000 | – | 55 | +100.0% | 0.00% | – |
NEP | New | NEXTERA ENERGY PARTNERS LP | $3,000 | – | 50 | +100.0% | 0.00% | – |
NSC | New | NORFOLK SOUTHN CORP | $2,000 | – | 9 | +100.0% | 0.00% | – |
FITB | New | FIFTH THIRD BANCORP | $2,000 | – | 88 | +100.0% | 0.00% | – |
FTCH | New | FARFETCH LTDord sh cl a | $3,000 | – | 121 | +100.0% | 0.00% | – |
EQIX | New | EQUINIX INC | $2,000 | – | 3 | +100.0% | 0.00% | – |
PFSI | New | PENNYMAC FINL SVCS INC NEW | $3,000 | – | 48 | +100.0% | 0.00% | – |
PSTH | New | PERSHING SQUARE TONTINE HLDG | $2,000 | – | 110 | +100.0% | 0.00% | – |
EA | New | ELECTRONIC ARTS INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
D | New | DOMINION ENERGY INC | $3,000 | – | 36 | +100.0% | 0.00% | – |
DISCK | New | DISCOVERY INC | $2,000 | – | 93 | +100.0% | 0.00% | – |
DGX | New | QUEST DIAGNOSTICS INC | $3,000 | – | 25 | +100.0% | 0.00% | – |
RSG | New | REPUBLIC SVCS INC | $2,000 | – | 22 | +100.0% | 0.00% | – |
DXCM | New | DEXCOM INC | $2,000 | – | 6 | +100.0% | 0.00% | – |
DDOG | New | DATADOG INC | $3,000 | – | 29 | +100.0% | 0.00% | – |
SRPT | New | SAREPTA THERAPEUTICS INC | $2,000 | – | 15 | +100.0% | 0.00% | – |
DNP | New | DNP SELECT INCOME FD INC | $2,000 | – | 222 | +100.0% | 0.00% | – |
CCI | New | CROWN CASTLE INTL CORP NEW | $2,000 | – | 10 | +100.0% | 0.00% | – |
SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $3,000 | – | 25 | +100.0% | 0.00% | – |
SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $3,000 | – | 55 | +100.0% | 0.00% | – |
SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $3,000 | – | 50 | +100.0% | 0.00% | – |
SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $2,000 | – | 39 | +100.0% | 0.00% | – |
CRON | New | CRONOS GROUP INC | $3,000 | – | 544 | +100.0% | 0.00% | – |
SCI | New | SERVICE CORP INTL | $2,000 | – | 46 | +100.0% | 0.00% | – |
SHW | New | SHERWIN WILLIAMS CO | $3,000 | – | 5 | +100.0% | 0.00% | – |
ATVI | New | ACTIVISION BLIZZARD INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
STT | New | STATE STR CORP | $2,000 | – | 38 | +100.0% | 0.00% | – |
CRUS | New | CIRRUS LOGIC INC | $2,000 | – | 33 | +100.0% | 0.00% | – |
CHD | New | CHURCH & DWIGHT INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
TNDM | New | TANDEM DIABETES CARE INC | $3,000 | – | 26 | +100.0% | 0.00% | – |
TXN | New | TEXAS INSTRS INC | $2,000 | – | 13 | +100.0% | 0.00% | – |
CNC | New | CENTENE CORP DEL | $2,000 | – | 34 | +100.0% | 0.00% | – |
TW | New | TRADEWEB MKTS INCcl a | $2,000 | – | 40 | +100.0% | 0.00% | – |
COF | New | CAPITAL ONE FINL CORP | $2,000 | – | 30 | +100.0% | 0.00% | – |
CGC | New | CANOPY GROWTH CORP | $2,000 | – | 114 | +100.0% | 0.00% | – |
USB | New | US BANCORP DEL | $2,000 | – | 61 | +100.0% | 0.00% | – |
CME | New | CME GROUP INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
BHF | New | BRIGHTHOUSE FINL INC | $3,000 | – | 97 | +100.0% | 0.00% | – |
BKNG | New | BOOKING HOLDINGS INC | $3,000 | – | 2 | +100.0% | 0.00% | – |
CII | New | BLACKROCK ENHANCD CAP & INM | $3,000 | – | 170 | +100.0% | 0.00% | – |
BNTX | New | BIONTECH SEsponsored ads | $2,000 | – | 30 | +100.0% | 0.00% | – |
BYND | New | BEYOND MEAT INC | $2,000 | – | 13 | +100.0% | 0.00% | – |
VRSN | New | VERISIGN INC | $2,000 | – | 9 | +100.0% | 0.00% | – |
SGOL | New | ABERDEEN STD GOLD ETF TR | $3,000 | – | 150 | +100.0% | 0.00% | – |
VSAT | New | VIASAT INC | $3,000 | – | 87 | +100.0% | 0.00% | – |
VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $2,000 | – | 162 | +100.0% | 0.00% | – |
WAB | New | WABTEC | $2,000 | – | 38 | +100.0% | 0.00% | – |
RACE | New | FERRARI N V | $2,000 | – | 12 | +100.0% | 0.00% | – |
ICE | New | INTERCONTINENTAL EXCHANGE IN | $2,000 | – | 19 | +100.0% | 0.00% | – |
APHA | New | APHRIA INC | $2,000 | – | 391 | +100.0% | 0.00% | – |
ZI | New | ZOOMINFO TECHNOLOGIES INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
ALL | New | ALLSTATE CORP | $3,000 | – | 32 | +100.0% | 0.00% | – |
AMOT | New | ALLIED MOTION TECHNOLOGIES I | $2,000 | – | 60 | +100.0% | 0.00% | – |
LIN | New | LINDE PLC | $3,000 | – | 11 | +100.0% | 0.00% | – |
A | New | AGILENT TECHNOLOGIES INC | $2,000 | – | 18 | +100.0% | 0.00% | – |
INTU | New | INTUIT | $2,000 | – | 6 | +100.0% | 0.00% | – |
IQV | New | IQVIA HLDGS INC | $2,000 | – | 14 | +100.0% | 0.00% | – |
STZ | New | CONSTELLATION BRANDS INCcl a | $1,000 | – | 5 | +100.0% | 0.00% | – |
PXD | New | PIONEER NAT RES CO | $1,000 | – | 10 | +100.0% | 0.00% | – |
EIX | New | EDISON INTL | $1,000 | – | 18 | +100.0% | 0.00% | – |
AOS | New | SMITH A O CORP | $0 | – | 7 | +100.0% | 0.00% | – |
CAG | New | CONAGRA BRANDS INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
EW | New | EDWARDS LIFESCIENCES CORP | $1,000 | – | 18 | +100.0% | 0.00% | – |
PRSP | New | PERSPECTA INC | $1,000 | – | 68 | +100.0% | 0.00% | – |
EFX | New | EQUIFAX INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
LUV | New | SOUTHWEST AIRLS CO | $1,000 | – | 19 | +100.0% | 0.00% | – |
ESS | New | ESSEX PPTY TR INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
EXPE | New | EXPEDIA GROUP INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
ABC | New | AMERISOURCEBERGEN CORP | $0 | – | 5 | +100.0% | 0.00% | – |
EXPD | New | EXPEDITORS INTL WASH INC | $0 | – | 4 | +100.0% | 0.00% | – |
FRT | New | FEDERAL RLTY INVT TRsh ben int new | $1,000 | – | 8 | +100.0% | 0.00% | – |
HII | New | HUNTINGTON INGALLS INDS INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
C | New | CITIGROUP INC | $1,000 | – | 31 | +100.0% | 0.00% | – |
OKE | New | ONEOK INC NEW | $0 | – | 17 | +100.0% | 0.00% | – |
AIG | New | AMERICAN INTL GROUP INC | $0 | – | 16 | +100.0% | 0.00% | – |
ALLE | New | ALLEGION PLC | $0 | – | 4 | +100.0% | 0.00% | – |
BXMX | New | NUVEEN S&P 500 BUY-WRITE INC | $1,000 | – | 74 | +100.0% | 0.00% | – |
FRC | New | FIRST REP BK SAN FRANCISCO C | $1,000 | – | 7 | +100.0% | 0.00% | – |
AMCR | New | AMCOR PLCord | $1,000 | – | 51 | +100.0% | 0.00% | – |
NI | New | NISOURCE INC | $0 | – | 19 | +100.0% | 0.00% | – |
NKLA | New | NIKOLA CORP | $1,000 | – | 31 | +100.0% | 0.00% | – |
TDC | New | TERADATA CORP DEL | $1,000 | – | 41 | +100.0% | 0.00% | – |
LUMN | New | LUMEN TECHNOLOGIES INC | $1,000 | – | 51 | +100.0% | 0.00% | – |
KIM | New | KIMCO RLTY CORP | $0 | – | 41 | +100.0% | 0.00% | – |
TXT | New | TEXTRON INC | $1,000 | – | 24 | +100.0% | 0.00% | – |
INCY | New | INCYTE CORP | $0 | – | 5 | +100.0% | 0.00% | – |
FLT | New | FLEETCOR TECHNOLOGIES INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
BEN | New | FRANKLIN RESOURCES INC | $1,000 | – | 31 | +100.0% | 0.00% | – |
CCL | New | CARNIVAL CORPunit 99/99/9999 | $1,000 | – | 56 | +100.0% | 0.00% | – |
TIF | New | TIFFANY & CO NEW | $1,000 | – | 8 | +100.0% | 0.00% | – |
TTC | New | TORO CO | $1,000 | – | 12 | +100.0% | 0.00% | – |
NCR | New | NCR CORP NEW | $1,000 | – | 41 | +100.0% | 0.00% | – |
TM | New | TOYOTA MOTOR CORP | $1,000 | – | 4 | +100.0% | 0.00% | – |
USEP | New | INNOVATOR ETFS TRs&p 500 ultra | $0 | – | 9 | +100.0% | 0.00% | – |
TDG | New | TRANSDIGM GROUP INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
CAH | New | CARDINAL HEALTH INC | $0 | – | 8 | +100.0% | 0.00% | – |
TRV | New | TRAVELERS COMPANIES INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
MSI | New | MOTOROLA SOLUTIONS INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
TFC | New | TRUIST FINL CORP | $1,000 | – | 23 | +100.0% | 0.00% | – |
MCHP | New | MICROCHIP TECHNOLOGY INC. | $1,000 | – | 11 | +100.0% | 0.00% | – |
FUL | New | FULLER H B CO | $1,000 | – | 14 | +100.0% | 0.00% | – |
ADS | New | ALLIANCE DATA SYSTEMS CORP | $0 | – | 10 | +100.0% | 0.00% | – |
KEY | New | KEYCORP | $1,000 | – | 96 | +100.0% | 0.00% | – |
TSN | New | TYSON FOODS INCcl a | $1,000 | – | 11 | +100.0% | 0.00% | – |
UGI | New | UGI CORP NEW | $1,000 | – | 45 | +100.0% | 0.00% | – |
JNPR | New | JUNIPER NETWORKS INC | $1,000 | – | 24 | +100.0% | 0.00% | – |
New | MICRO FOCUS INTL PLCspon adr new | $1,000 | – | 180 | +100.0% | 0.00% | – | |
GLIBA | New | GCI LIBERTY INC | $1,000 | – | 17 | +100.0% | 0.00% | – |
MCK | New | MCKESSON CORP | $0 | – | 3 | +100.0% | 0.00% | – |
GM | New | GENERAL MTRS CO | $1,000 | – | 50 | +100.0% | 0.00% | – |
UAL | New | UNITED AIRLS HLDGS INC | $0 | – | 14 | +100.0% | 0.00% | – |
MAR | New | MARRIOTT INTL INC NEWcl a | $1,000 | – | 7 | +100.0% | 0.00% | – |
HIMX | New | HIMAX TECHNOLOGIES INCsponsored adr | $1,000 | – | 250 | +100.0% | 0.00% | – |
CHRW | New | C H ROBINSON WORLDWIDE INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
VFC | New | V F CORP | $0 | – | 7 | +100.0% | 0.00% | – |
VLO | New | VALERO ENERGY CORP | $1,000 | – | 24 | +100.0% | 0.00% | – |
MPC | New | MARATHON PETE CORP | $1,000 | – | 37 | +100.0% | 0.00% | – |
MCN | New | MADISON COVERED CALL & EQUIT | $0 | – | 74 | +100.0% | 0.00% | – |
MTSC | New | MTS SYS CORP | $0 | – | 6 | +100.0% | 0.00% | – |
MTB | New | M & T BK CORP | $1,000 | – | 9 | +100.0% | 0.00% | – |
BR | New | BROADRIDGE FINL SOLUTIONS IN | $1,000 | – | 4 | +100.0% | 0.00% | – |
UOCT | New | INNOVATOR ETFS TRs&p 500 ultra | $0 | – | 8 | +100.0% | 0.00% | – |
BXP | New | BOSTON PROPERTIES INC | $0 | – | 5 | +100.0% | 0.00% | – |
LULU | New | LULULEMON ATHLETICA INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
L | New | LOEWS CORP | $0 | – | 10 | +100.0% | 0.00% | – |
RCL | New | ROYAL CARIBBEAN GROUP | $1,000 | – | 13 | +100.0% | 0.00% | – |
BLUE | New | BLUEBIRD BIO INC | $1,000 | – | 12 | +100.0% | 0.00% | – |
ALXN | New | ALEXION PHARMACEUTICALS INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
GWW | New | GRAINGER W W INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
APTV | New | APTIV PLC | $0 | – | 5 | +100.0% | 0.00% | – |
NLSN | New | NIELSEN HLDGS PLC | $0 | – | 22 | +100.0% | 0.00% | – |
FWONA | New | LIBERTY MEDIA CORP DEL | $0 | – | 9 | +100.0% | 0.00% | – |
BLL | New | BALL CORP | $1,000 | – | 18 | +100.0% | 0.00% | – |
NVT | New | NVENT ELECTRIC PLC | $0 | – | 13 | +100.0% | 0.00% | – |
FWONK | New | LIBERTY MEDIA CORP DEL | $0 | – | 13 | +100.0% | 0.00% | – |
AVNS | New | AVANOS MED INC | $0 | – | 5 | +100.0% | 0.00% | – |
HRL | New | HORMEL FOODS CORP | $1,000 | – | 28 | +100.0% | 0.00% | – |
PNR | New | PENTAIR PLC | $1,000 | – | 13 | +100.0% | 0.00% | – |
LSXMA | New | LIBERTY MEDIA CORP DEL | $1,000 | – | 30 | +100.0% | 0.00% | – |
AVB | New | AVALONBAY CMNTYS INC | $0 | – | 3 | +100.0% | 0.00% | – |
HST | New | HOST HOTELS & RESORTS INC | $0 | – | 37 | +100.0% | 0.00% | – |
VNO | New | VORNADO RLTY TRsh ben int | $1,000 | – | 26 | +100.0% | 0.00% | – |
VMC | New | VULCAN MATLS CO | $1,000 | – | 4 | +100.0% | 0.00% | – |
AZO | New | AUTOZONE INC | $1,000 | – | 1 | +100.0% | 0.00% | – |
HWM | New | HOWMET AEROSPACE INC | $1,000 | – | 40 | +100.0% | 0.00% | – |
ACB | New | AURORA CANNABIS INC | $0 | – | 54 | +100.0% | 0.00% | – |
HBAN | New | HUNTINGTON BANCSHARES INC | $1,000 | – | 148 | +100.0% | 0.00% | – |
GRPN | New | GROUPON INC | $0 | – | 4 | +100.0% | 0.00% | – |
LBRDA | New | LIBERTY BROADBAND CORP | $1,000 | – | 6 | +100.0% | 0.00% | – |
WELL | New | WELLTOWER INC | $0 | – | 9 | +100.0% | 0.00% | – |
LVS | New | LAS VEGAS SANDS CORP | $0 | – | 10 | +100.0% | 0.00% | – |
WDC | New | WESTERN DIGITAL CORP. | $1,000 | – | 26 | +100.0% | 0.00% | – |
DVN | New | DEVON ENERGY CORP NEW | $1,000 | – | 75 | +100.0% | 0.00% | – |
ROL | New | ROLLINS INC | $0 | – | 8 | +100.0% | 0.00% | – |
ROP | New | ROPER TECHNOLOGIES INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
ROST | New | ROSS STORES INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
RBBN | New | RIBBON COMMUNICATIONS INC | $0 | – | 12 | +100.0% | 0.00% | – |
RMD | New | RESMED INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
RF | New | REGIONS FINANCIAL CORP NEW | $1,000 | – | 106 | +100.0% | 0.00% | – |
REGN | New | REGENERON PHARMACEUTICALS | $1,000 | – | 1 | +100.0% | 0.00% | – |
SPGI | New | S&P GLOBAL INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $1,000 | – | 3 | +100.0% | 0.00% | – |
SLG | New | SL GREEN RLTY CORP | $0 | – | 8 | +100.0% | 0.00% | – |
WU | New | WESTERN UN CO | $1,000 | – | 42 | +100.0% | 0.00% | – |
DXC | New | DXC TECHNOLOGY CO | $1,000 | – | 68 | +100.0% | 0.00% | – |
SPEU | New | SPDR INDEX SHS FDSportflo eurp etf | $1,000 | – | 23 | +100.0% | 0.00% | – |
O | New | REALTY INCOME CORP | $1,000 | – | 13 | +100.0% | 0.00% | – |
FANG | New | DIAMONDBACK ENERGY INC | $0 | – | 15 | +100.0% | 0.00% | – |
RJF | New | RAYMOND JAMES FINL INC | $0 | – | 6 | +100.0% | 0.00% | – |
DTE | New | DTE ENERGY CO | $1,000 | – | 8 | +100.0% | 0.00% | – |
DLR | New | DIGITAL RLTY TR INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $1,000 | – | 17 | +100.0% | 0.00% | – |
WMB | New | WILLIAMS COS INC | $1,000 | – | 57 | +100.0% | 0.00% | – |
DNIF | New | DIVIDEND & INCOME FD INC | $0 | – | 48 | +100.0% | 0.00% | – |
SLB | New | SCHLUMBERGER LTD | $1,000 | – | 33 | +100.0% | 0.00% | – |
SCHW | New | SCHWAB CHARLES CORP | $1,000 | – | 19 | +100.0% | 0.00% | – |
IP | New | INTERNATIONAL PAPER CO | $0 | – | 12 | +100.0% | 0.00% | – |
PSEP | New | INNOVATOR ETFS TRs&p 500 pwr | $0 | – | 19 | +100.0% | 0.00% | – |
APA | New | APACHE CORP | $0 | – | 50 | +100.0% | 0.00% | – |
XEL | New | XCEL ENERGY INC | $1,000 | – | 11 | +100.0% | 0.00% | – |
ANTM | New | ANTHEM INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $1,000 | – | 17 | +100.0% | 0.00% | – |
SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $1,000 | – | 50 | +100.0% | 0.00% | – |
HAL | New | HALLIBURTON CO | $1,000 | – | 66 | +100.0% | 0.00% | – |
PGR | New | PROGRESSIVE CORP | $1,000 | – | 12 | +100.0% | 0.00% | – |
PFG | New | PRINCIPAL FINANCIAL GROUP IN | $1,000 | – | 32 | +100.0% | 0.00% | – |
DCI | New | DONALDSON INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
HOG | New | HARLEY DAVIDSON INC | $1,000 | – | 21 | +100.0% | 0.00% | – |
SRE | New | SEMPRA ENERGY | $1,000 | – | 11 | +100.0% | 0.00% | – |
CRTO | New | CRITEO S Aspons ads | $0 | – | 32 | +100.0% | 0.00% | – |
PEAK | New | HEALTHPEAK PROPERTIES INC | $1,000 | – | 32 | +100.0% | 0.00% | – |
NOW | New | SERVICENOW INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
AMP | New | AMERIPRISE FINL INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
EOG | New | EOG RES INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
SPG | New | SIMON PPTY GROUP INC NEW | $1,000 | – | 8 | +100.0% | 0.00% | – |
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 |
---|---|---|---|
ISHARES TR | 13 | Q3 2023 | 33.1% |
ISHARES TR | 13 | Q3 2023 | 26.4% |
JOHNSON & JOHNSON | 13 | Q3 2023 | 4.7% |
APPLE INC | 13 | Q3 2023 | 2.9% |
PROCTER AND GAMBLE CO | 13 | Q3 2023 | 2.5% |
OLD NATL BANCORP IND | 13 | Q3 2023 | 2.1% |
ACCENTURE PLC IRELAND | 13 | Q3 2023 | 1.7% |
MERCK & CO. INC | 13 | Q3 2023 | 1.7% |
MICROSOFT CORP | 13 | Q3 2023 | 1.4% |
ISHARES INC | 13 | Q3 2023 | 2.1% |
View TFC Financial Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR | 2024-01-25 |
13F-HR | 2023-10-23 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-13 |
13F-HR | 2022-10-21 |
13F-HR | 2022-08-03 |
13F-HR | 2022-05-04 |
13F-HR | 2022-02-02 |
View TFC Financial Management, 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.