$292 Million is the total value of BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's 540 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | New | iShares Edge MSCI Min Vol USAmsci usa min vol | $43,983,000 | – | 647,966 | +100.0% | 15.06% | – |
| IWF | New | iShares Russell 1000 Growthrus 1000 grw etf | $34,943,000 | – | 144,907 | +100.0% | 11.96% | – |
| IVV | New | iShares Core SP 500core s&p500 etf | $28,820,000 | – | 76,776 | +100.0% | 9.86% | – |
| VTI | New | Vanguard Total Stock Market ETFtotal stk mkt | $27,315,000 | – | 140,338 | +100.0% | 9.35% | – |
| ACWV | New | iShares Edge MSCI Min Vol Globalmsci gbl min vol | $16,818,000 | – | 173,547 | +100.0% | 5.76% | – |
| IJH | New | iShares Core SP Mid-Capcore s&p mcp etf | $15,730,000 | – | 68,444 | +100.0% | 5.38% | – |
| VIG | New | Vanguard Dividend Appreciation ETFdiv app etf | $13,663,000 | – | 96,784 | +100.0% | 4.68% | – |
| IJR | New | iShares Core SP Small-Capcore s&p scp etf | $12,523,000 | – | 136,275 | +100.0% | 4.29% | – |
| HDV | New | Ishares Core High Dividend Etfcore high dv etf | $11,000,000 | – | 125,481 | +100.0% | 3.76% | – |
| VXUS | New | Vanguard Total International Stock ETFvg tl intl stk f | $10,776,000 | – | 179,126 | +100.0% | 3.69% | – |
| VUG | New | Vanguard Growth ETFgrowth etf | $8,923,000 | – | 35,225 | +100.0% | 3.05% | – |
| VOO | New | Vanguard 500 ETF | $6,238,000 | – | 18,151 | +100.0% | 2.14% | – |
| ITOT | New | iShares Core SP Total US Stock Mkt ETFcore s&p ttl stk | $6,096,000 | – | 70,710 | +100.0% | 2.09% | – |
| EEMV | New | iShares MSCI Emerg Mkts Min Vol Fctr ETFmsci emerg mrkt | $5,218,000 | – | 85,436 | +100.0% | 1.79% | – |
| AAPL | New | Apple Inc | $3,639,000 | – | 27,429 | +100.0% | 1.25% | – |
| MUB | New | iShares National Muni Bond ETFnational mun etf | $3,209,000 | – | 27,384 | +100.0% | 1.10% | – |
| IEMG | New | iShares Core MSCI Emerging Markets ETFcore msci emkt | $2,193,000 | – | 35,356 | +100.0% | 0.75% | – |
| MSFT | New | Microsoft Corp | $2,151,000 | – | 9,678 | +100.0% | 0.74% | – |
| NEE | New | Nextera Energy Inc | $2,064,000 | – | 26,761 | +100.0% | 0.71% | – |
| VB | New | Vanguard Small-Cap ETFsmall cp etf | $1,806,000 | – | 9,280 | +100.0% | 0.62% | – |
| EFAV | New | iShares MSCI EAFE Min Vol Factor ETFmsci eafe min vl | $1,794,000 | – | 24,438 | +100.0% | 0.61% | – |
| VO | New | Vanguard Mid-Cap ETFmid cap etf | $1,513,000 | – | 7,322 | +100.0% | 0.52% | – |
| IXUS | New | iShares Core MSCI Total Intl Stk ETFcore msci total | $1,403,000 | – | 20,891 | +100.0% | 0.48% | – |
| IWD | New | iShares Russell 1000 Valuerus 1000 val etf | $1,389,000 | – | 10,163 | +100.0% | 0.48% | – |
| BND | New | Vanguard Total Bond Market ETFtotal bnd mrkt | $1,303,000 | – | 14,785 | +100.0% | 0.45% | – |
| XLK | New | Technology Select Sector SPDR ETFtechnology | $1,228,000 | – | 9,445 | +100.0% | 0.42% | – |
| IEFA | New | iShares Core MSCI EAFEcore msci eafe | $1,072,000 | – | 15,518 | +100.0% | 0.37% | – |
| SPY | New | SPDR SP 500 ETFtr unit | $920,000 | – | 2,461 | +100.0% | 0.32% | – |
| AMZN | New | Amazon.com Inc | $846,000 | – | 260 | +100.0% | 0.29% | – |
| JNJ | New | Johnson Johnson | $619,000 | – | 3,938 | +100.0% | 0.21% | – |
| VYM | New | Vanguard High Dividend Yield ETFhigh div yld | $594,000 | – | 6,498 | +100.0% | 0.20% | – |
| DIS | New | Walt Disney Co | $583,000 | – | 3,219 | +100.0% | 0.20% | – |
| TSLA | New | Tesla Motors Inc | $547,000 | – | 776 | +100.0% | 0.19% | – |
| XT | New | iShares Exponential Technologiesexponential tech | $523,000 | – | 9,141 | +100.0% | 0.18% | – |
| BRKB | New | Berkshire Hathaway Inc Bcl b new | $491,000 | – | 2,118 | +100.0% | 0.17% | – |
| VTEB | New | Vanguard Tax-Exempt Bond ETFtax exempt bd | $483,000 | – | 8,767 | +100.0% | 0.16% | – |
| AGG | New | iShares Core US Aggregate Bondcore us aggbd et | $477,000 | – | 4,037 | +100.0% | 0.16% | – |
| VZ | New | Verizon Communications Inc | $476,000 | – | 8,112 | +100.0% | 0.16% | – |
| IAU | New | iShares Gold Trustishares | $443,000 | – | 24,479 | +100.0% | 0.15% | – |
| GOOG | New | Alphabet Inc Ccap stk cl c | $427,000 | – | 244 | +100.0% | 0.15% | – |
| GOOGL | New | Alphabet Inc Acap stk cl a | $422,000 | – | 241 | +100.0% | 0.14% | – |
| MCD | New | McDonald's Corp | $421,000 | – | 1,964 | +100.0% | 0.14% | – |
| V | New | Visa Inc Class A | $399,000 | – | 1,827 | +100.0% | 0.14% | – |
| FB | New | Facebook Inc Acl a | $397,000 | – | 1,454 | +100.0% | 0.14% | – |
| PFE | New | Pfizer Inc | $386,000 | – | 10,501 | +100.0% | 0.13% | – |
| HON | New | Honeywell International Inc | $384,000 | – | 1,806 | +100.0% | 0.13% | – |
| PG | New | Procter Gamble Co | $377,000 | – | 2,712 | +100.0% | 0.13% | – |
| PEP | New | PepsiCo Inc | $365,000 | – | 2,463 | +100.0% | 0.12% | – |
| TT | New | Trane Technologies PLC | $299,000 | – | 2,065 | +100.0% | 0.10% | – |
| XPO | New | XPO Logistics Inc | $295,000 | – | 2,480 | +100.0% | 0.10% | – |
| IWM | New | iShares Russell 2000russell 2000 etf | $286,000 | – | 1,459 | +100.0% | 0.10% | – |
| MRK | New | Merck Co Inc | $287,000 | – | 3,520 | +100.0% | 0.10% | – |
| QQQ | New | Invesco QQQ Trustunit ser 1 | $260,000 | – | 831 | +100.0% | 0.09% | – |
| T | New | ATT Inc | $249,000 | – | 8,678 | +100.0% | 0.08% | – |
| JPM | New | JPMorgan Chase Co | $227,000 | – | 1,790 | +100.0% | 0.08% | – |
| MO | New | Altria Group Inc | $221,000 | – | 5,392 | +100.0% | 0.08% | – |
| AWK | New | American Water Works Co Inc | $219,000 | – | 1,429 | +100.0% | 0.08% | – |
| IJJ | New | iShares SP Mid-Cap 400 Value ETFs&p mc 400vl etf | $219,000 | – | 2,549 | +100.0% | 0.08% | – |
| GILD | New | Gilead Sciences Inc | $219,000 | – | 3,759 | +100.0% | 0.08% | – |
| CMCSA | New | Comcast Corp Class Acl a | $206,000 | – | 3,944 | +100.0% | 0.07% | – |
| HD | New | The Home Depot Inc | $207,000 | – | 780 | +100.0% | 0.07% | – |
| IUSB | New | iShares Core Total USD Bond Market ETFcore total usd | $204,000 | – | 3,738 | +100.0% | 0.07% | – |
| KO | New | Coca-Cola Co | $196,000 | – | 3,581 | +100.0% | 0.07% | – |
| FTC | New | First Trust Large Cap Gr AlphaDEX ETF | $196,000 | – | 2,033 | +100.0% | 0.07% | – |
| MMM | New | 3M Co | $183,000 | – | 1,048 | +100.0% | 0.06% | – |
| ED | New | Consolidated Edison Inc | $180,000 | – | 2,491 | +100.0% | 0.06% | – |
| SUSA | New | iShares MSCI USA ESG Select ETFmsci usa esg slc | $181,000 | – | 2,206 | +100.0% | 0.06% | – |
| PEG | New | Public Service Enterprise Group Inc | $181,000 | – | 3,106 | +100.0% | 0.06% | – |
| SYY | New | Sysco Corp | $176,000 | – | 2,377 | +100.0% | 0.06% | – |
| BMY | New | Bristol-Myers Squibb Company | $176,000 | – | 2,847 | +100.0% | 0.06% | – |
| CSCO | New | Cisco Systems Inc | $175,000 | – | 3,916 | +100.0% | 0.06% | – |
| SBUX | New | Starbucks Corp | $163,000 | – | 1,525 | +100.0% | 0.06% | – |
| DUK | New | Duke Energy Corp | $157,000 | – | 1,716 | +100.0% | 0.05% | – |
| WMT | New | Wal-Mart Stores Inc | $155,000 | – | 1,076 | +100.0% | 0.05% | – |
| NFLX | New | Netflix Inc | $153,000 | – | 283 | +100.0% | 0.05% | – |
| SPLV | New | Invesco SP 500 Low Volatility ETFs&p500 low vol | $143,000 | – | 2,559 | +100.0% | 0.05% | – |
| DHR | New | Danaher Corp | $142,000 | – | 640 | +100.0% | 0.05% | – |
| ABBV | New | AbbVie Inc | $137,000 | – | 1,279 | +100.0% | 0.05% | – |
| AMAT | New | Applied Materials Inc | $138,000 | – | 1,609 | +100.0% | 0.05% | – |
| IWB | New | iShares Russell 1000rus 1000 etf | $135,000 | – | 640 | +100.0% | 0.05% | – |
| DE | New | Deere Co | $135,000 | – | 503 | +100.0% | 0.05% | – |
| RTX | New | Raytheon Technologies Ord | $134,000 | – | 1,876 | +100.0% | 0.05% | – |
| PYPL | New | PayPal Holdings Inc | $128,000 | – | 547 | +100.0% | 0.04% | – |
| TM | New | Toyota Motor Corporation Ads | $127,000 | – | 825 | +100.0% | 0.04% | – |
| IP | New | International Paper Co | $122,000 | – | 2,468 | +100.0% | 0.04% | – |
| VTIP | New | Vanguard Short-Term Infl-Prot Secs ETFstrm infproidx | $121,000 | – | 2,370 | +100.0% | 0.04% | – |
| VGSH | New | Vanguard Short-Term Treasury ETFshort term treas | $119,000 | – | 1,938 | +100.0% | 0.04% | – |
| INTC | New | Intel Corp | $120,000 | – | 2,424 | +100.0% | 0.04% | – |
| UNP | New | Union Pacific Corp | $117,000 | – | 563 | +100.0% | 0.04% | – |
| EIS | New | iShares MSCI Israel ETFmsci israel etf | $113,000 | – | 1,775 | +100.0% | 0.04% | – |
| GLD | New | SPDR Gold Shares | $110,000 | – | 617 | +100.0% | 0.04% | – |
| COST | New | Costco Wholesale Corp | $107,000 | – | 284 | +100.0% | 0.04% | – |
| TXN | New | Texas Instruments Inc | $98,000 | – | 597 | +100.0% | 0.03% | – |
| XLV | New | Select Sector Spdr Trust The Health Care Select Sector Spdr Fundsbi healthcare | $97,000 | – | 860 | +100.0% | 0.03% | – |
| ALLE | New | Allegion PLC | $97,000 | – | 840 | +100.0% | 0.03% | – |
| LMT | New | Lockheed Martin Corp | $96,000 | – | 272 | +100.0% | 0.03% | – |
| WM | New | Waste Management Inc | $94,000 | – | 800 | +100.0% | 0.03% | – |
| VGT | New | Vanguard Information Technology ETFinf tech etf | $91,000 | – | 259 | +100.0% | 0.03% | – |
| ADP | New | Automatic Data Processing Inc | $92,000 | – | 526 | +100.0% | 0.03% | – |
| XOM | New | Exxon Mobil Corp | $91,000 | – | 2,208 | +100.0% | 0.03% | – |
| TFC | New | Truist Finl Corp Com | $87,000 | – | 1,830 | +100.0% | 0.03% | – |
| IBM | New | International Business Machines Corp | $89,000 | – | 711 | +100.0% | 0.03% | – |
| EW | New | Edwards Lifesciences Corp | $85,000 | – | 936 | +100.0% | 0.03% | – |
| CVX | New | Chevron Corp | $84,000 | – | 1,002 | +100.0% | 0.03% | – |
| CRM | New | Salesforce.com Inc | $84,000 | – | 378 | +100.0% | 0.03% | – |
| QCOM | New | QUALCOMM Inc | $86,000 | – | 566 | +100.0% | 0.03% | – |
| SYK | New | Stryker Corp | $86,000 | – | 354 | +100.0% | 0.03% | – |
| IR | New | Ingersoll Rand Inc | $82,000 | – | 1,821 | +100.0% | 0.03% | – |
| XLY | New | Select Sector Spdr Fund Shs Ben Consumer Discretionarysbi cons discr | $78,000 | – | 491 | +100.0% | 0.03% | – |
| IVE | New | iShares SP 500 Values&p 500 val etf | $79,000 | – | 623 | +100.0% | 0.03% | – |
| MDLZ | New | Mondelez International Inc Class Acl a | $76,000 | – | 1,312 | +100.0% | 0.03% | – |
| MDT | New | Medtronic PLC | $76,000 | – | 657 | +100.0% | 0.03% | – |
| IJK | New | iShares SP Mid-Cap 400 Growths&p mc 400gr etf | $74,000 | – | 1,036 | +100.0% | 0.02% | – |
| VIGI | New | Vanguard Intl Div Apprec ETFintl dvd etf | $73,000 | – | 902 | +100.0% | 0.02% | – |
| IWN | New | iShares Russell 2000 Valuerus 2000 val etf | $71,000 | – | 544 | +100.0% | 0.02% | – |
| GD | New | General Dynamics Corp | $71,000 | – | 480 | +100.0% | 0.02% | – |
| IBB | New | iShares Nasdaq Biotechnologynasdaq biotech | $68,000 | – | 449 | +100.0% | 0.02% | – |
| ABT | New | Abbott Laboratories | $67,000 | – | 617 | +100.0% | 0.02% | – |
| NKE | New | Nike Inc Bcl b | $67,000 | – | 475 | +100.0% | 0.02% | – |
| TAN | New | Invesco Solar ETFsolar etf | $66,000 | – | 645 | +100.0% | 0.02% | – |
| SCHD | New | Schwab US Dividend Equity ETFus dividend eq | $65,000 | – | 1,019 | +100.0% | 0.02% | – |
| VWO | New | Vanguard FTSE Emerging Markets ETFftse emr mkt etf | $65,000 | – | 1,301 | +100.0% | 0.02% | – |
| PNQI | New | Invesco NASDAQ Internet ETFnasdaq internt | $63,000 | – | 279 | +100.0% | 0.02% | – |
| AVA | New | Avista Corp | $65,000 | – | 1,643 | +100.0% | 0.02% | – |
| MFC | New | Manulife Financial Corp | $62,000 | – | 3,534 | +100.0% | 0.02% | – |
| LLY | New | Eli Lilly and Co | $62,000 | – | 367 | +100.0% | 0.02% | – |
| CAT | New | Caterpillar Inc | $58,000 | – | 323 | +100.0% | 0.02% | – |
| AEP | New | American Electric Power Co Inc | $59,000 | – | 713 | +100.0% | 0.02% | – |
| LUV | New | Southwest Airlines Co | $58,000 | – | 1,256 | +100.0% | 0.02% | – |
| PM | New | Philip Morris International Inc | $57,000 | – | 693 | +100.0% | 0.02% | – |
| IONS | New | Ionis Pharmaceuticals Inc | $56,000 | – | 1,000 | +100.0% | 0.02% | – |
| TMO | New | Thermo Fisher Scientific Inc | $56,000 | – | 121 | +100.0% | 0.02% | – |
| XLF | New | Financial Select Sector SPDR ETFsbi int-finl | $56,000 | – | 1,910 | +100.0% | 0.02% | – |
| CARR | New | Carrier Global Corp-Wi | $56,000 | – | 1,505 | +100.0% | 0.02% | – |
| IWP | New | iShares Russell Mid-Cap Growth ETFrus md cp gr etf | $52,000 | – | 514 | +100.0% | 0.02% | – |
| QCLN | New | First Trust NASDAQ Cln Edge GrnEngyETFnas clnedg green | $53,000 | – | 765 | +100.0% | 0.02% | – |
| VTV | New | Vanguard Value ETFvalue etf | $49,000 | – | 417 | +100.0% | 0.02% | – |
| VOT | New | Vanguard Mid-Cap Growth ETFmcap gr idxvip | $49,000 | – | 232 | +100.0% | 0.02% | – |
| TJX | New | TJX Companies Inc | $50,000 | – | 742 | +100.0% | 0.02% | – |
| EFA | New | iShares MSCI EAFEmsci eafe etf | $48,000 | – | 663 | +100.0% | 0.02% | – |
| UPS | New | United Parcel Service Inc Class Bcl b | $48,000 | – | 289 | +100.0% | 0.02% | – |
| MSI | New | Motorola Solutions Inc | $48,000 | – | 287 | +100.0% | 0.02% | – |
| IWO | New | iShares Russell 2000 Growthrus 2000 grw etf | $47,000 | – | 167 | +100.0% | 0.02% | – |
| UNH | New | UnitedHealth Group Inc | $45,000 | – | 130 | +100.0% | 0.02% | – |
| AMGN | New | Amgen Inc | $45,000 | – | 197 | +100.0% | 0.02% | – |
| LOW | New | Lowe's Companies Inc | $44,000 | – | 280 | +100.0% | 0.02% | – |
| BA | New | Boeing Co | $44,000 | – | 209 | +100.0% | 0.02% | – |
| DIA | New | SPDR Dow Jones Industrial Average ETFut ser 1 | $40,000 | – | 131 | +100.0% | 0.01% | – |
| ESGV | New | Vanguard ESG US Stock ETFesg us stk etf | $41,000 | – | 596 | +100.0% | 0.01% | – |
| ATO | New | Atmos Energy Corp | $38,000 | – | 400 | +100.0% | 0.01% | – |
| ZM | New | Zoom video communications-Acl a | $39,000 | – | 118 | +100.0% | 0.01% | – |
| PAYX | New | Paychex Inc | $39,000 | – | 419 | +100.0% | 0.01% | – |
| BAC | New | Bank of America Corporation | $38,000 | – | 1,272 | +100.0% | 0.01% | – |
| CME | New | CME Group Inc Class A | $37,000 | – | 207 | +100.0% | 0.01% | – |
| FTEC | New | Fidelity MSCI Information Tech ETFmsci info tech i | $39,000 | – | 374 | +100.0% | 0.01% | – |
| HLT | New | Hilton Worldwide Holdings Inc | $38,000 | – | 350 | +100.0% | 0.01% | – |
| PGEN | New | Precigen Inc | $38,000 | – | 3,800 | +100.0% | 0.01% | – |
| DEO | New | Diageo PLCspon adr new | $34,000 | – | 214 | +100.0% | 0.01% | – |
| GSK | New | GlaxoSmithKline PLC ADRsponsored adr | $34,000 | – | 927 | +100.0% | 0.01% | – |
| GS | New | Goldman Sachs Group Inc | $35,000 | – | 135 | +100.0% | 0.01% | – |
| TSM | New | Taiwan Semiconductor Manufacturing Co Ltdsponsored ads | $36,000 | – | 334 | +100.0% | 0.01% | – |
| BAX | New | Baxter International Inc | $34,000 | – | 424 | +100.0% | 0.01% | – |
| BLK | New | BlackRock Inc | $35,000 | – | 49 | +100.0% | 0.01% | – |
| IJT | New | iShares SP Small-Cap 600 Growth ETFs&p sml 600 gwt | $33,000 | – | 296 | +100.0% | 0.01% | – |
| CL | New | Colgate-Palmolive Co | $33,000 | – | 391 | +100.0% | 0.01% | – |
| FSV | New | FirstService Corp | $31,000 | – | 233 | +100.0% | 0.01% | – |
| TIF | New | Tiffany Co | $31,000 | – | 243 | +100.0% | 0.01% | – |
| BIDU | New | Baidu Incspon adr rep a | $31,000 | – | 145 | +100.0% | 0.01% | – |
| AXP | New | American Express Co | $29,000 | – | 245 | +100.0% | 0.01% | – |
| AVGO | New | Broadcom Inc Com | $29,000 | – | 67 | +100.0% | 0.01% | – |
| MDY | New | SPDR SP MidCap 400 ETFutser1 s&pdcrp | $28,000 | – | 68 | +100.0% | 0.01% | – |
| VV | New | Vanguard Large-Cap ETFlarge cap etf | $29,000 | – | 167 | +100.0% | 0.01% | – |
| CHD | New | Church Dwight Co Inc | $28,000 | – | 331 | +100.0% | 0.01% | – |
| NCLH | New | Norwegian Cruise Line Holdings Ltd | $25,000 | – | 1,000 | +100.0% | 0.01% | – |
| MXIM | New | Maxim Integrated Products Inc | $25,000 | – | 287 | +100.0% | 0.01% | – |
| WFC | New | Wells Fargo Co | $26,000 | – | 862 | +100.0% | 0.01% | – |
| DELL | New | Dell Technologies Inccl c | $27,000 | – | 372 | +100.0% | 0.01% | – |
| SIRI | New | Sirius XM Holdings Inc | $27,000 | – | 4,350 | +100.0% | 0.01% | – |
| OTIS | New | OTIS Worldwide Corp-Wi | $27,000 | – | 400 | +100.0% | 0.01% | – |
| SLV | New | iShares Silver Trustishares | $27,000 | – | 1,107 | +100.0% | 0.01% | – |
| BAB | New | Invesco Taxable Municipal Bond ETFtaxable mun bd | $26,000 | – | 786 | +100.0% | 0.01% | – |
| VT | New | Vanguard Total World Stock ETFtt wrld st etf | $27,000 | – | 295 | +100.0% | 0.01% | – |
| ERTH | New | Invesco Cleantech ETFcleantech etf | $26,000 | – | 355 | +100.0% | 0.01% | – |
| KWEB | New | KraneShares CSI China Internet ETFcsi chi internet | $27,000 | – | 364 | +100.0% | 0.01% | – |
| BABA | New | Alibaba Group Holding Ltd ADRsponsored ads | $23,000 | – | 100 | +100.0% | 0.01% | – |
| TEL | New | TE Connectivity Ltd | $24,000 | – | 201 | +100.0% | 0.01% | – |
| F | New | Ford Motor Co | $22,000 | – | 2,600 | +100.0% | 0.01% | – |
| ITA | New | iShares US Aerospace Defense ETFus aer def etf | $23,000 | – | 252 | +100.0% | 0.01% | – |
| VTRS | New | Viatris Inc | $24,000 | – | 1,294 | +100.0% | 0.01% | – |
| USIG | New | iShares US Credit Bondusd inv grde etf | $24,000 | – | 388 | +100.0% | 0.01% | – |
| SO | New | Southern Co | $23,000 | – | 376 | +100.0% | 0.01% | – |
| TGT | New | Target Corp | $19,000 | – | 108 | +100.0% | 0.01% | – |
| FDX | New | FedEx Corp | $19,000 | – | 75 | +100.0% | 0.01% | – |
| SQ | New | Square Inccl a | $21,000 | – | 100 | +100.0% | 0.01% | – |
| MJ | New | ETFMG Alternative Harvest ETFetfmg altr hrvst | $20,000 | – | 1,458 | +100.0% | 0.01% | – |
| DG | New | Dollar General Corp | $21,000 | – | 100 | +100.0% | 0.01% | – |
| CCI | New | Crown Castle International Corp | $19,000 | – | 123 | +100.0% | 0.01% | – |
| DVY | New | iShares Select Dividendselect divid etf | $20,000 | – | 212 | +100.0% | 0.01% | – |
| SHY | New | iShares 1-3 Year Treasury Bond1 3 yr treas bd | $21,000 | – | 250 | +100.0% | 0.01% | – |
| CIGI | New | Colliers Intl Group Inc Sub Vtg Shs | $20,000 | – | 233 | +100.0% | 0.01% | – |
| CTAS | New | Cintas Corp | $21,000 | – | 60 | +100.0% | 0.01% | – |
| PFF | New | iShares PreferredIncome Securities ETFpfd and incm sec | $19,000 | – | 510 | +100.0% | 0.01% | – |
| JD | New | JD.com Inc ADRspon adr cl a | $19,000 | – | 225 | +100.0% | 0.01% | – |
| K | New | Kellogg Co | $19,000 | – | 310 | +100.0% | 0.01% | – |
| LW | New | Lamb Weston Holdings Inc | $19,000 | – | 248 | +100.0% | 0.01% | – |
| NOC | New | Northrop Grumman Corp | $20,000 | – | 66 | +100.0% | 0.01% | – |
| IYR | New | iShares US Real Estateu.s. real es etf | $17,000 | – | 200 | +100.0% | 0.01% | – |
| DD | New | DuPont de Nemours Inc | $17,000 | – | 247 | +100.0% | 0.01% | – |
| KHC | New | The Kraft Heinz Co | $17,000 | – | 509 | +100.0% | 0.01% | – |
| EEM | New | iShares MSCI Emerging Marketsmsci emg mkt etf | $17,000 | – | 330 | +100.0% | 0.01% | – |
| FTV | New | Fortive Corp Com | $18,000 | – | 257 | +100.0% | 0.01% | – |
| JCI | New | Johnson Controls International PLC | $14,000 | – | 320 | +100.0% | 0.01% | – |
| MA | New | Mastercard Inc Acl a | $15,000 | – | 44 | +100.0% | 0.01% | – |
| ZBH | New | Zimmer Biomet Holdings Inc | $15,000 | – | 98 | +100.0% | 0.01% | – |
| WELL | New | Welltower Inc Com | $14,000 | – | 229 | +100.0% | 0.01% | – |
| SCHM | New | Schwab US Mid-Cap ETFus mid-cap etf | $14,000 | – | 207 | +100.0% | 0.01% | – |
| FAST | New | Fastenal Co | $16,000 | – | 344 | +100.0% | 0.01% | – |
| BP | New | BP PLC ADRsponsored adr | $14,000 | – | 710 | +100.0% | 0.01% | – |
| DOW | New | Dow Inc | $14,000 | – | 262 | +100.0% | 0.01% | – |
| VEA | New | Vanguard FTSE Developed Markets ETFftse dev mkt etf | $14,000 | – | 302 | +100.0% | 0.01% | – |
| MET | New | MetLife Inc | $15,000 | – | 327 | +100.0% | 0.01% | – |
| LQD | New | iShares iBoxx Investment Grade Corporate Bond ETFiboxx inv cp etf | $16,000 | – | 122 | +100.0% | 0.01% | – |
| FUN | New | Cedar Fair LPdepositry unit | $14,000 | – | 375 | +100.0% | 0.01% | – |
| HLF | New | Herbalife Ltd | $15,000 | – | 318 | +100.0% | 0.01% | – |
| CCL | New | Carnival Corpunit 99/99/9999 | $14,000 | – | 676 | +100.0% | 0.01% | – |
| CVS | New | CVS Health Corp | $15,000 | – | 224 | +100.0% | 0.01% | – |
| GM | New | General Motors Co | $14,000 | – | 351 | +100.0% | 0.01% | – |
| AMT | New | American Tower Corp | $16,000 | – | 72 | +100.0% | 0.01% | – |
| FISV | New | Fiserv Inc | $15,000 | – | 136 | +100.0% | 0.01% | – |
| DLPN | New | Dolphin Entmt Inc | $14,000 | – | 4,274 | +100.0% | 0.01% | – |
| SHOP | New | Shopify Inccl a | $14,000 | – | 13 | +100.0% | 0.01% | – |
| SDY | New | SPDR SP Dividend ETFs&p divid etf | $14,000 | – | 134 | +100.0% | 0.01% | – |
| PSX | New | Phillips 66 | $15,000 | – | 223 | +100.0% | 0.01% | – |
| RDSA | New | Royal Dutch Shell PLCspons adr a | $13,000 | – | 382 | +100.0% | 0.00% | – |
| CTVA | New | Corteva Inc com | $11,000 | – | 284 | +100.0% | 0.00% | – |
| RACE | New | Ferrari NV | $11,000 | – | 50 | +100.0% | 0.00% | – |
| CODI | New | Compass Diversified Holdingssh ben int | $11,000 | – | 600 | +100.0% | 0.00% | – |
| VNQ | New | Vanguard REIT ETFreal estate etf | $12,000 | – | 153 | +100.0% | 0.00% | – |
| ECL | New | Ecolab Inc | $13,000 | – | 64 | +100.0% | 0.00% | – |
| CHWY | New | Chewy Inccl Acl a | $12,000 | – | 139 | +100.0% | 0.00% | – |
| TWLO | New | Twilio Inccl a | $13,000 | – | 40 | +100.0% | 0.00% | – |
| HBAN | New | Huntington Bancshares Inc | $11,000 | – | 900 | +100.0% | 0.00% | – |
| LNC | New | Lincoln National Corp | $13,000 | – | 274 | +100.0% | 0.00% | – |
| TRV | New | The Travelers Companies Inc | $11,000 | – | 79 | +100.0% | 0.00% | – |
| ORCL | New | Oracle Corp | $13,000 | – | 201 | +100.0% | 0.00% | – |
| GOVT | New | iShares US Treasury Bondus treas bd etf | $13,000 | – | 487 | +100.0% | 0.00% | – |
| BK | New | Bank of New York Mellon Corp | $12,000 | – | 300 | +100.0% | 0.00% | – |
| SNAP | New | Snap Inc Cl Acl a | $13,000 | – | 267 | +100.0% | 0.00% | – |
| AN | New | AutoNation Inc | $12,000 | – | 183 | +100.0% | 0.00% | – |
| ANSS | New | Ansys Inc | $11,000 | – | 31 | +100.0% | 0.00% | – |
| ACN | New | Accenture PLC A | $11,000 | – | 44 | +100.0% | 0.00% | – |
| MRNA | New | Moderna Inc | $12,000 | – | 124 | +100.0% | 0.00% | – |
| AAP | New | Advance Auto Parts Inc | $13,000 | – | 85 | +100.0% | 0.00% | – |
| MELI | New | MercadoLibre Inc | $11,000 | – | 7 | +100.0% | 0.00% | – |
| SPOT | New | Spotify Technology SA | $11,000 | – | 37 | +100.0% | 0.00% | – |
| ADBE | New | Adobe Systems Inc | $13,000 | – | 27 | +100.0% | 0.00% | – |
| NVS | New | Novartis Agsponsored adr | $10,000 | – | 106 | +100.0% | 0.00% | – |
| VCSH | New | Vanguard Short-Term Corporate Bond ETFshrt trm corp bd | $10,000 | – | 132 | +100.0% | 0.00% | – |
| COUP | New | Coupa Software Inc Com | $8,000 | – | 25 | +100.0% | 0.00% | – |
| HWM | New | Howmet Aerospace Inc | $9,000 | – | 333 | +100.0% | 0.00% | – |
| OKTA | New | Okta Inccl a | $10,000 | – | 41 | +100.0% | 0.00% | – |
| SBCF | New | Seacoast Banking Corp of Florida | $9,000 | – | 311 | +100.0% | 0.00% | – |
| ETN | New | Eaton Corp PLC | $10,000 | – | 89 | +100.0% | 0.00% | – |
| CSX | New | CSX Corp | $9,000 | – | 107 | +100.0% | 0.00% | – |
| EMB | New | iShares JPMorgan USD Emerg Markets Bondjpmorgan usd emg | $9,000 | – | 81 | +100.0% | 0.00% | – |
| ROL | New | Rollins Inc | $8,000 | – | 227 | +100.0% | 0.00% | – |
| SHAK | New | Shake Shack Inccl a | $8,000 | – | 100 | +100.0% | 0.00% | – |
| FE | New | FirstEnergy Corp | $10,000 | – | 352 | +100.0% | 0.00% | – |
| CVNA | New | Carvana Cocl a | $9,000 | – | 39 | +100.0% | 0.00% | – |
| VEEV | New | Veeva Systems Inc | $9,000 | – | 36 | +100.0% | 0.00% | – |
| EPD | New | Enterprise Products Partners LP | $9,000 | – | 496 | +100.0% | 0.00% | – |
| TEVA | New | Teva Pharmaceutical Industries Ltd ADRsponsored ads | $9,000 | – | 1,000 | +100.0% | 0.00% | – |
| XLP | New | Consumer Staples Select Sector SPDR ETFsbi cons stpls | $10,000 | – | 162 | +100.0% | 0.00% | – |
| WORK | New | Slack Technologies Inc | $10,000 | – | 241 | +100.0% | 0.00% | – |
| BIV | New | Vanguard Intermediate-Term Bond ETFintermed term | $8,000 | – | 94 | +100.0% | 0.00% | – |
| CBRL | New | Cracker Barrel Old Country Store Inc | $10,000 | – | 81 | +100.0% | 0.00% | – |
| QUAL | New | iShares MSCI USA Quality Factor ETFmsci usa qlt fct | $8,000 | – | 77 | +100.0% | 0.00% | – |
| BDX | New | Becton, Dickinson and Co | $9,000 | – | 39 | +100.0% | 0.00% | – |
| BBY | New | Best Buy Co Inc | $8,000 | – | 83 | +100.0% | 0.00% | – |
| GLW | New | Corning Inc | $9,000 | – | 256 | +100.0% | 0.00% | – |
| WBA | New | Walgreen Boots Alliance Inc Com | $8,000 | – | 219 | +100.0% | 0.00% | – |
| HSY | New | The Hershey Co | $8,000 | – | 56 | +100.0% | 0.00% | – |
| GSLC | New | Goldman Sachs ActiveBeta US LgCp Eq ETFactivebeta us lg | $8,000 | – | 111 | +100.0% | 0.00% | – |
| ADT | New | Adt Inc | $7,000 | – | 1,000 | +100.0% | 0.00% | – |
| APD | New | Air Products Chemicals Inc | $6,000 | – | 23 | +100.0% | 0.00% | – |
| ALL | New | Allstate Corp | $5,000 | – | 48 | +100.0% | 0.00% | – |
| CI | New | Cigna Corp | $6,000 | – | 30 | +100.0% | 0.00% | – |
| CIEN | New | Ciena Corp | $5,000 | – | 111 | +100.0% | 0.00% | – |
| C | New | Citigroup Inc | $6,000 | – | 108 | +100.0% | 0.00% | – |
| CLX | New | Clorox Co | $5,000 | – | 26 | +100.0% | 0.00% | – |
| COP | New | ConocoPhillips | $6,000 | – | 166 | +100.0% | 0.00% | – |
| DXCM | New | DexCom Inc | $5,000 | – | 15 | +100.0% | 0.00% | – |
| D | New | Dominion Resources Inc | $7,000 | – | 100 | +100.0% | 0.00% | – |
| FIVE | New | Five Below Inc | $5,000 | – | 29 | +100.0% | 0.00% | – |
| GE | New | General Electric Co | $5,000 | – | 530 | +100.0% | 0.00% | – |
| LOPE | New | Grand Canyon Education Inc | $6,000 | – | 65 | +100.0% | 0.00% | – |
| ICE | New | Intercontinental Exchange Inc | $6,000 | – | 53 | +100.0% | 0.00% | – |
| PDBC | New | Invesco Optm Yd Dvrs Cdty Stra No K1 ETFoptimum yield | $5,000 | – | 332 | +100.0% | 0.00% | – |
| INTU | New | Intuit Inc | $5,000 | – | 15 | +100.0% | 0.00% | – |
| FM | New | iShares MSCI Frontier 100msci frntr100etf | $5,000 | – | 207 | +100.0% | 0.00% | – |
| SHV | New | iShares Short Treasury Bondshort treas bd | $7,000 | – | 64 | +100.0% | 0.00% | – |
| USHY | New | iShares Broad USD High Yield Corp Bd ETFbroad usd high | $6,000 | – | 168 | +100.0% | 0.00% | – |
| KDP | New | Keurig Dr Pepper Inc | $5,000 | – | 180 | +100.0% | 0.00% | – |
| TAP | New | Molson Coors Brewing Co Bcl b | $6,000 | – | 140 | +100.0% | 0.00% | – |
| MDB | New | Mongodb Inc Cl Acl a | $6,000 | – | 19 | +100.0% | 0.00% | – |
| MNST | New | Monster Beverage Corp | $6,000 | – | 69 | +100.0% | 0.00% | – |
| NSC | New | Norfolk Southern Corp | $7,000 | – | 32 | +100.0% | 0.00% | – |
| NVO | New | Novo Nordisk A/Sadr | $6,000 | – | 90 | +100.0% | 0.00% | – |
| NVDA | New | NVIDIA Corp | $7,000 | – | 15 | +100.0% | 0.00% | – |
| PNW | New | Pinnacle West Capital Corp | $5,000 | – | 69 | +100.0% | 0.00% | – |
| PLD | New | Prologis Inc | $5,000 | – | 52 | +100.0% | 0.00% | – |
| SPXC | New | SPX Corp | $6,000 | – | 119 | +100.0% | 0.00% | – |
| FLOW | New | SPX FLOW Inc | $6,000 | – | 120 | +100.0% | 0.00% | – |
| SNY | New | Sanofisponsored adr | $7,000 | – | 156 | +100.0% | 0.00% | – |
| XLI | New | Industrial Select Sector SPDR ETFsbi int-inds | $5,000 | – | 62 | +100.0% | 0.00% | – |
| NOW | New | ServiceNow Inc | $6,000 | – | 12 | +100.0% | 0.00% | – |
| TTD | New | The Trade Desk Inc Com Cl A | $5,000 | – | 7 | +100.0% | 0.00% | – |
| TD | New | Toronto Dominion Bk Ont Com New | $7,000 | – | 136 | +100.0% | 0.00% | – |
| IIVI | New | II-VI Inc | $7,000 | – | 100 | +100.0% | 0.00% | – |
| UL | New | Unilever PLC ADRspon adr new | $5,000 | – | 95 | +100.0% | 0.00% | – |
| VFH | New | Vanguard Financials ETFfinancials etf | $5,000 | – | 70 | +100.0% | 0.00% | – |
| VIS | New | Vanguard Industrials ETFindustrial etf | $6,000 | – | 39 | +100.0% | 0.00% | – |
| VCIT | New | Vanguard Intermediate-Term Corp Bd ETFint-term corp | $7,000 | – | 81 | +100.0% | 0.00% | – |
| WHR | New | Whirlpool Corp | $7,000 | – | 41 | +100.0% | 0.00% | – |
| ULTA | New | Ulta Salon Cosmetics Fragrance Inc | $2,000 | – | 7 | +100.0% | 0.00% | – |
| OXY | New | Occidental Petroleum Corp | $3,000 | – | 200 | +100.0% | 0.00% | – |
| FLOT | New | iShares Floating Rate Bond ETFfltg rate nt etf | $3,000 | – | 61 | +100.0% | 0.00% | – |
| SCHP | New | Schwab US TIPS ETFus tips etf | $2,000 | – | 48 | +100.0% | 0.00% | – |
| HYG | New | iShares iBoxx High Yield Corporate Bdiboxx hi yd etf | $3,000 | – | 41 | +100.0% | 0.00% | – |
| PAYC | New | Paycom Software Inc | $4,000 | – | 9 | +100.0% | 0.00% | – |
| LII | New | Lennox International Inc | $2,000 | – | 8 | +100.0% | 0.00% | – |
| QLYS | New | Qualys Inc | $2,000 | – | 18 | +100.0% | 0.00% | – |
| EMLC | New | VanEck Vectors JP Morgan EM LC Bd ETFjp morgan mkts | $2,000 | – | 73 | +100.0% | 0.00% | – |
| ENB | New | Enbridge Inc Com | $2,000 | – | 75 | +100.0% | 0.00% | – |
| XLE | New | Select Sector Spdr Trust Shs Ben Int Energyenergy | $2,000 | – | 63 | +100.0% | 0.00% | – |
| ILMN | New | Illumina Inc | $3,000 | – | 9 | +100.0% | 0.00% | – |
| VIOG | New | Vanguard SP Small-Cap 600 Growth ETFsmlcp 600 grth | $3,000 | – | 20 | +100.0% | 0.00% | – |
| IVOG | New | Vanguard SP Mid-Cap 400 Growth ETFmidcp 400 grth | $3,000 | – | 22 | +100.0% | 0.00% | – |
| STE | New | STERIS PLC | $3,000 | – | 17 | +100.0% | 0.00% | – |
| BSV | New | Vanguard Short-Term Bond ETFshort trm bond | $2,000 | – | 25 | +100.0% | 0.00% | – |
| EBAY | New | eBay Inc | $3,000 | – | 73 | +100.0% | 0.00% | – |
| EMN | New | Eastman Chemical Co | $2,000 | – | 29 | +100.0% | 0.00% | – |
| ITW | New | Illinois Tool Works Inc | $4,000 | – | 22 | +100.0% | 0.00% | – |
| DLTR | New | Dollar Tree Inc | $3,000 | – | 34 | +100.0% | 0.00% | – |
| DISH | New | DISH Network Corpcl a | $2,000 | – | 89 | +100.0% | 0.00% | – |
| XLRE | New | Real Estate Select Sector SPDRrl est sel sec | $3,000 | – | 103 | +100.0% | 0.00% | – |
| DAL | New | Delta Air Lines Inc | $3,000 | – | 95 | +100.0% | 0.00% | – |
| XLU | New | Utilities Select Sector SPDR ETFsbi int-utils | $3,000 | – | 58 | +100.0% | 0.00% | – |
| LKQ | New | LKQ Corp | $3,000 | – | 100 | +100.0% | 0.00% | – |
| NUE | New | Nucor Corp | $4,000 | – | 85 | +100.0% | 0.00% | – |
| HYLB | New | Xtrackers USD High Yield Corp Bd ETFxtrack usd high | $3,000 | – | 76 | +100.0% | 0.00% | – |
| SHW | New | Sherwin-Williams Co | $2,000 | – | 4 | +100.0% | 0.00% | – |
| QGEN | New | Qiagen NV | $2,000 | – | 39 | +100.0% | 0.00% | – |
| RMD | New | ResMed Inc | $2,000 | – | 11 | +100.0% | 0.00% | – |
| HRTX | New | Heron Therapeutics Inc | $2,000 | – | 125 | +100.0% | 0.00% | – |
| SWKS | New | Skyworks Solutions Inc | $3,000 | – | 21 | +100.0% | 0.00% | – |
| HEI | New | Heico Corp | $4,000 | – | 33 | +100.0% | 0.00% | – |
| REZI | New | Resideo Technologies Inc | $2,000 | – | 97 | +100.0% | 0.00% | – |
| COO | New | The Cooper Companies Inc | $2,000 | – | 6 | +100.0% | 0.00% | – |
| CVLT | New | CommVault Systems Inc | $2,000 | – | 44 | +100.0% | 0.00% | – |
| ROK | New | Rockwell Automation Inc | $2,000 | – | 10 | +100.0% | 0.00% | – |
| CRL | New | Charles River Laboratories International Inc | $3,000 | – | 14 | +100.0% | 0.00% | – |
| PHG | New | Royal Philips NV ADRny reg sh new | $3,000 | – | 56 | +100.0% | 0.00% | – |
| MINT | New | PIMCO Enhanced Short Maturity Active ETFenhan shrt ma ac | $4,000 | – | 48 | +100.0% | 0.00% | – |
| BURL | New | Burlington Stores Inc | $2,000 | – | 10 | +100.0% | 0.00% | – |
| AA | New | Alcoa Corp | $2,000 | – | 111 | +100.0% | 0.00% | – |
| SPLK | New | Splunk Inc | $2,000 | – | 15 | +100.0% | 0.00% | – |
| HEES | New | HE Equipment Services Inc | $4,000 | – | 150 | +100.0% | 0.00% | – |
| VRTX | New | Vertex Pharmaceuticals Inc | $2,000 | – | 9 | +100.0% | 0.00% | – |
| VIAC | New | Viacomcbs Cl B Ordcl b | $2,000 | – | 61 | +100.0% | 0.00% | – |
| PLUG | New | Plug Power Inc | $3,000 | – | 100 | +100.0% | 0.00% | – |
| KMB | New | Kimberly-Clark Corp | $4,000 | – | 37 | +100.0% | 0.00% | – |
| VRTS | New | Virtus Investment Partners Inc | $2,000 | – | 13 | +100.0% | 0.00% | – |
| SU | New | Suncor Energy Inc | $4,000 | – | 263 | +100.0% | 0.00% | – |
| SNPS | New | Synopsys Inc | $4,000 | – | 19 | +100.0% | 0.00% | – |
| VNT | New | VONTIER ORD | $3,000 | – | 102 | +100.0% | 0.00% | – |
| GPC | New | Genuine Parts Co | $4,000 | – | 48 | +100.0% | 0.00% | – |
| BIO | New | Bio-Rad Laboratories Inccl a | $2,000 | – | 5 | +100.0% | 0.00% | – |
| GNTX | New | Gentex Corp | $2,000 | – | 62 | +100.0% | 0.00% | – |
| POOL | New | Pool Corp | $4,000 | – | 12 | +100.0% | 0.00% | – |
| W | New | Wayfair Inccl a | $4,000 | – | 19 | +100.0% | 0.00% | – |
| BCE | New | Bce Inc Com New | $3,000 | – | 80 | +100.0% | 0.00% | – |
| ADSK | New | Autodesk Inc | $3,000 | – | 10 | +100.0% | 0.00% | – |
| WST | New | West Pharmaceutical Services Inc | $2,000 | – | 8 | +100.0% | 0.00% | – |
| WU | New | The Western Union Co | $4,000 | – | 217 | +100.0% | 0.00% | – |
| WRK | New | WestRock Co | $3,000 | – | 79 | +100.0% | 0.00% | – |
| FLEX | New | Flex Ltdord | $2,000 | – | 140 | +100.0% | 0.00% | – |
| WSM | New | Williams-Sonoma Inc | $2,000 | – | 25 | +100.0% | 0.00% | – |
| EL | New | The Estee Lauder Companies Inc Class Acl a | $3,000 | – | 13 | +100.0% | 0.00% | – |
| TTWO | New | Take-Two Interactive Software Inc | $3,000 | – | 16 | +100.0% | 0.00% | – |
| AZN | New | Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Sharesponsored adr | $4,000 | – | 82 | +100.0% | 0.00% | – |
| XYL | New | Xylem Inc | $2,000 | – | 24 | +100.0% | 0.00% | – |
| GNRC | New | Generac Holdings Inc | $3,000 | – | 16 | +100.0% | 0.00% | – |
| LVS | New | Las Vegas Sands Corp | $2,000 | – | 38 | +100.0% | 0.00% | – |
| ZBRA | New | Zebra Technologies Corpcl a | $3,000 | – | 8 | +100.0% | 0.00% | – |
| TXG | New | 10x Genomics Inc | $2,000 | – | 16 | +100.0% | 0.00% | – |
| Z | New | Zillow Group Inccl c cap stk | $2,000 | – | 23 | +100.0% | 0.00% | – |
| ARNC | New | Arconic Corp | $2,000 | – | 83 | +100.0% | 0.00% | – |
| GWPH | New | GW Pharmaceuticals PLCads | $2,000 | – | 22 | +100.0% | 0.00% | – |
| PGR | New | Progressive Corp | $2,000 | – | 27 | +100.0% | 0.00% | – |
| JBLU | New | JetBlue Airways Corp | $4,000 | – | 340 | +100.0% | 0.00% | – |
| MSCI | New | MSCI Inc | $3,000 | – | 7 | +100.0% | 0.00% | – |
| BIL | New | SPDR Blmbg Barclays 1-3 Mth T-Bill ETFspdr bloomberg | $2,000 | – | 23 | +100.0% | 0.00% | – |
| FTNT | New | Fortinet Inc | $3,000 | – | 25 | +100.0% | 0.00% | – |
| FIS | New | Fidelity National Information Services Inc | $3,000 | – | 27 | +100.0% | 0.00% | – |
| FSLY | New | Fastly Inccl a | $4,000 | – | 50 | +100.0% | 0.00% | – |
| CB | New | Chubb Ltd | $4,000 | – | 32 | +100.0% | 0.00% | – |
| MPWR | New | Monolithic Power Systems Inc | $4,000 | – | 13 | +100.0% | 0.00% | – |
| TTE | New | Total Sasponsored ads | $4,000 | – | 113 | +100.0% | 0.00% | – |
| MCO | New | Moody's Corporation | $2,000 | – | 7 | +100.0% | 0.00% | – |
| ORLY | New | O'Reilly Automotive Inc | $2,000 | – | 5 | +100.0% | 0.00% | – |
| MU | New | Micron Technology Inc | $4,000 | – | 65 | +100.0% | 0.00% | – |
| PRLB | New | Proto Labs Inc | $4,000 | – | 29 | +100.0% | 0.00% | – |
| PNR | New | Pentair PLC | $2,000 | – | 41 | +100.0% | 0.00% | – |
| NATI | New | National Instruments Corp | $4,000 | – | 99 | +100.0% | 0.00% | – |
| MTD | New | Mettler-Toledo International Inc | $2,000 | – | 2 | +100.0% | 0.00% | – |
| NEWT | New | Newtek Business Services Corp | $3,000 | – | 200 | +100.0% | 0.00% | – |
| MKC | New | McCormick Co Inc Non-Voting | $2,000 | – | 30 | +100.0% | 0.00% | – |
| SAP | New | SAP SE ADRspon adr | $3,000 | – | 30 | +100.0% | 0.00% | – |
| ETSY | New | Etsy Inc com | $3,000 | – | 21 | +100.0% | 0.00% | – |
| ACRX | New | AcelRx Pharmaceuticals Inc | $2,000 | – | 2,000 | +100.0% | 0.00% | – |
| PRU | New | Prudential Financial Inc | $4,000 | – | 59 | +100.0% | 0.00% | – |
| USCR | New | US Concrete Inc | $4,000 | – | 100 | +100.0% | 0.00% | – |
| MMC | New | Marsh Mclennan Companies Inc | $3,000 | – | 27 | +100.0% | 0.00% | – |
| NUS | New | Nu Skin Enterprises Inc Class Acl a | $3,000 | – | 69 | +100.0% | 0.00% | – |
| ADI | New | Analog Devices Inc | $1,000 | – | 9 | +100.0% | 0.00% | – |
| AON | New | Aon PLC | $0 | – | 3 | +100.0% | 0.00% | – |
| TEAM | New | Atlassian Corporation PLCcl a | $1,000 | – | 8 | +100.0% | 0.00% | – |
| MOH | New | Molina Healthcare Inc | $0 | – | 2 | +100.0% | 0.00% | – |
| APH | New | Amphenol Corpcl a | $1,000 | – | 15 | +100.0% | 0.00% | – |
| AWR | New | American States Water Co | $0 | – | 6 | +100.0% | 0.00% | – |
| MS | New | Morgan Stanley | $1,000 | – | 28 | +100.0% | 0.00% | – |
| NCR | New | NCR Corp | $1,000 | – | 41 | +100.0% | 0.00% | – |
| NDAQ | New | Nasdaq Inc | $1,000 | – | 9 | +100.0% | 0.00% | – |
| NICE | New | NICE Ltdsponsored adr | $1,000 | – | 7 | +100.0% | 0.00% | – |
| MAS | New | Masco Corp | $0 | – | 4 | +100.0% | 0.00% | – |
| NI | New | NiSource Inc | $0 | – | 40 | +100.0% | 0.00% | – |
| AMED | New | Amedisys Inc | $1,000 | – | 5 | +100.0% | 0.00% | – |
| MAR | New | Marriott International Inccl a | $0 | – | 7 | +100.0% | 0.00% | – |
| ICLR | New | Icon PLC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| ALNY | New | Alnylam Pharmaceuticals Inc | $0 | – | 4 | +100.0% | 0.00% | – |
| MANH | New | Manhattan Associates Inc | $0 | – | 4 | +100.0% | 0.00% | – |
| MTB | New | MT Bank Corp | $0 | – | 2 | +100.0% | 0.00% | – |
| PPG | New | PPG Industries Inc | $0 | – | 2 | +100.0% | 0.00% | – |
| PPL | New | PPL Corp | $1,000 | – | 52 | +100.0% | 0.00% | – |
| PCAR | New | PACCAR Inc | $1,000 | – | 15 | +100.0% | 0.00% | – |
| PANW | New | Palo Alto Networks Inc | $1,000 | – | 5 | +100.0% | 0.00% | – |
| LITE | New | Lumentum Holdings Inc | $1,000 | – | 11 | +100.0% | 0.00% | – |
| LULU | New | Lululemon Athletica Inc | $1,000 | – | 5 | +100.0% | 0.00% | – |
| PVAC | New | Penn Virginia Corp | $0 | – | 9 | +100.0% | 0.00% | – |
| L | New | Loews Corp | $1,000 | – | 26 | +100.0% | 0.00% | – |
| PRSP | New | Perspecta Inc | $0 | – | 3 | +100.0% | 0.00% | – |
| LSXMK | New | Liberty SiriusXM Group | $0 | – | 7 | +100.0% | 0.00% | – |
| LEA | New | Lear Corp | $0 | – | 2 | +100.0% | 0.00% | – |
| ASIX | New | AdvanSix Inc | $0 | – | 8 | +100.0% | 0.00% | – |
| PFPT | New | Proofpoint Inc | $1,000 | – | 12 | +100.0% | 0.00% | – |
| LH | New | Laboratory Corp of America Holdings | $1,000 | – | 8 | +100.0% | 0.00% | – |
| PHM | New | PulteGroup Inc | $1,000 | – | 27 | +100.0% | 0.00% | – |
| LHX | New | L3Harris Technologies Inc | $0 | – | 2 | +100.0% | 0.00% | – |
| RSG | New | Republic Services Inc | $0 | – | 8 | +100.0% | 0.00% | – |
| KMI | New | Kinder Morgan Inc P | $1,000 | – | 141 | +100.0% | 0.00% | – |
| RGLD | New | Royal Gold Inc | $0 | – | 1 | +100.0% | 0.00% | – |
| SEIC | New | SEI Investments Co | $0 | – | 16 | +100.0% | 0.00% | – |
| NVT | New | nVent Electric PLC | $0 | – | 41 | +100.0% | 0.00% | – |
| KEYS | New | Keysight Technologies Inc | $1,000 | – | 8 | +100.0% | 0.00% | – |
| KLAC | New | KLA Corp | $1,000 | – | 4 | +100.0% | 0.00% | – |
| SSNC | New | SSC Technologies Holdings Inc | $1,000 | – | 20 | +100.0% | 0.00% | – |
| J | New | Jacobs Engineering Group Inc | $0 | – | 7 | +100.0% | 0.00% | – |
| SFL | New | SFL Corp Ltd | $0 | – | 70 | +100.0% | 0.00% | – |
| JBGS | New | JBG SMITH Properties | $0 | – | 3 | +100.0% | 0.00% | – |
| SCHW | New | Charles Schwab Corp | $0 | – | 18 | +100.0% | 0.00% | – |
| DGRO | New | iShares Core Dividend Growth ETFcore div grwth | $1,000 | – | 38 | +100.0% | 0.00% | – |
| PGX | New | Invesco Preferred ETFpfd etf | $0 | – | 46 | +100.0% | 0.00% | – |
| PHO | New | Invesco Water Resources ETFwater res etf | $1,000 | – | 33 | +100.0% | 0.00% | – |
| ISRG | New | Intuitive Surgical Inc | $1,000 | – | 2 | +100.0% | 0.00% | – |
| ATVI | New | Activision Blizzard Inc | $1,000 | – | 14 | +100.0% | 0.00% | – |
| HUN | New | Huntsman Corp | $1,000 | – | 53 | +100.0% | 0.00% | – |
| HUM | New | Humana Inc | $1,000 | – | 3 | +100.0% | 0.00% | – |
| AOS | New | A.O. Smith Corp | $1,000 | – | 21 | +100.0% | 0.00% | – |
| HTBX | New | Heat Biologics Inc | $0 | – | 185 | +100.0% | 0.00% | – |
| SON | New | Sonoco Products Co | $0 | – | 6 | +100.0% | 0.00% | – |
| HAS | New | Hasbro Inc | $0 | – | 7 | +100.0% | 0.00% | – |
| HCA | New | HCA Healthcare Inc | $1,000 | – | 10 | +100.0% | 0.00% | – |
| GDP | New | Goodrich Petroleum Corp | $0 | – | 1 | +100.0% | 0.00% | – |
| BOTZ | New | Global X Robotics Artfcl Intllgnc ETFrbtcs artfl inte | $0 | – | 20 | +100.0% | 0.00% | – |
| TMUS | New | T-Mobile US Inc | $0 | – | 7 | +100.0% | 0.00% | – |
| GIS | New | General Mills Inc | $1,000 | – | 28 | +100.0% | 0.00% | – |
| TDY | New | Teledyne Technologies Inc | $1,000 | – | 5 | +100.0% | 0.00% | – |
| GEO | New | The GEO Group Inc | $0 | – | 1 | +100.0% | 0.00% | – |
| TTEK | New | Tetra Tech Inc | $0 | – | 4 | +100.0% | 0.00% | – |
| FMS | New | Fresenius Medical Care AG Co. KGaAsponsored adr | $1,000 | – | 33 | +100.0% | 0.00% | – |
| WLTW | New | Willis Towers Watson Public Limited Company Shs | $1,000 | – | 6 | +100.0% | 0.00% | – |
| FDS | New | FactSet Research Systems Inc | $1,000 | – | 5 | +100.0% | 0.00% | – |
| EXPD | New | Expeditors International of Washington Inc | $1,000 | – | 12 | +100.0% | 0.00% | – |
| TREX | New | Trex Co Inc | $1,000 | – | 20 | +100.0% | 0.00% | – |
| EXC | New | Exelon Corp | $1,000 | – | 29 | +100.0% | 0.00% | – |
| TSN | New | Tyson Foods Inc Class Acl a | $0 | – | 6 | +100.0% | 0.00% | – |
| AES | New | The AES Corp | $0 | – | 31 | +100.0% | 0.00% | – |
| EQIX | New | Equinix Inc | $1,000 | – | 2 | +100.0% | 0.00% | – |
| UAL | New | United Continental Holdings Inc | $0 | – | 3 | +100.0% | 0.00% | – |
| EFX | New | Equifax Inc | $1,000 | – | 6 | +100.0% | 0.00% | – |
| ETR | New | Entergy Corp | $0 | – | 10 | +100.0% | 0.00% | – |
| UNVR | New | Univar Solutions Inc | $0 | – | 23 | +100.0% | 0.00% | – |
| VFC | New | VF Corp | $1,000 | – | 18 | +100.0% | 0.00% | – |
| EMR | New | Emerson Electric Co | $1,000 | – | 18 | +100.0% | 0.00% | – |
| EIX | New | Edison International | $1,000 | – | 27 | +100.0% | 0.00% | – |
| SATS | New | EchoStar Corpcl a | $0 | – | 17 | +100.0% | 0.00% | – |
| DOV | New | Dover Corp | $1,000 | – | 14 | +100.0% | 0.00% | – |
| DLR | New | Digital Realty Trust Inc | $1,000 | – | 10 | +100.0% | 0.00% | – |
| AFL | New | Aflac Inc | $1,000 | – | 32 | +100.0% | 0.00% | – |
| NXPI | New | NXP Semiconductors NV | $1,000 | – | 11 | +100.0% | 0.00% | – |
| DHI | New | D.R. Horton Inc | $1,000 | – | 16 | +100.0% | 0.00% | – |
| CMI | New | Cummins Inc | $1,000 | – | 6 | +100.0% | 0.00% | – |
| VREX | New | Varex Imaging Corp | $0 | – | 4 | +100.0% | 0.00% | – |
| VAR | New | Varian Medical Systems Inc | $1,000 | – | 10 | +100.0% | 0.00% | – |
| CRON | New | Cronos Group Inc | $0 | – | 135 | +100.0% | 0.00% | – |
| CR | New | Crane Co | $0 | – | 3 | +100.0% | 0.00% | – |
| CVET | New | Covetrus Inc | $0 | – | 18 | +100.0% | 0.00% | – |
| CC | New | The Chemours Co | $1,000 | – | 44 | +100.0% | 0.00% | – |
| CGC | New | Canopy Growth Corp | $1,000 | – | 80 | +100.0% | 0.00% | – |
| CDK | New | CDK Global Inc | $1,000 | – | 24 | +100.0% | 0.00% | – |
| BRKR | New | Bruker Corp | $1,000 | – | 30 | +100.0% | 0.00% | – |
| BMYRT | New | BRISTOL MYERS SQUIBB CONTINGENT RTSright 99/99/9999 | $0 | – | 12 | +100.0% | 0.00% | – |
| VRTV | New | Veritiv Corp | $0 | – | 9 | +100.0% | 0.00% | – |
| BHF | New | Brighthouse Finl Inc Com | $0 | – | 24 | +100.0% | 0.00% | – |
| BFAM | New | Bright Horizons Family Solutions Inc | $1,000 | – | 11 | +100.0% | 0.00% | – |
| VMW | New | VMware Inc | $1,000 | – | 10 | +100.0% | 0.00% | – |
| VOD | New | Vodafone Group PLC ADRsponsored adr | $0 | – | 59 | +100.0% | 0.00% | – |
| BSX | New | Boston Scientific Corp | $0 | – | 24 | +100.0% | 0.00% | – |
| BWXT | New | Bwx Technologies Inc | $1,000 | – | 18 | +100.0% | 0.00% | – |
| WAT | New | Waters Corp | $1,000 | – | 5 | +100.0% | 0.00% | – |
| WH | New | Wyndham Hotels Resorts Inc | $0 | – | 3 | +100.0% | 0.00% | – |
| WYNN | New | Wynn Resorts Ltd | $0 | – | 6 | +100.0% | 0.00% | – |
| YUM | New | Yum Brands Inc | $1,000 | – | 16 | +100.0% | 0.00% | – |
| YUMC | New | Yum China Hldgs Inc Com | $0 | – | 16 | +100.0% | 0.00% | – |
| ZEN | New | Zendesk Inc | $1,000 | – | 12 | +100.0% | 0.00% | – |
| ZION | New | Zions Bancorp NA | $0 | – | 7 | +100.0% | 0.00% | – |
| ZTS | New | Zoetis Inccl a | $1,000 | – | 9 | +100.0% | 0.00% | – |
| AQB | New | AquaBounty Technologies Inc | $0 | – | 7 | +100.0% | 0.00% | – |
| ADNT | New | Adient PLC | $0 | – | 16 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-03-19
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 17.5% |
| ISHARES TR | 12 | Q3 2023 | 23.9% |
| ISHARES TR | 12 | Q3 2023 | 9.8% |
| ISHARES INC | 12 | Q3 2023 | 9.9% |
| ISHARES TR | 12 | Q3 2023 | 8.1% |
| ISHARES TR | 12 | Q3 2023 | 5.8% |
| ISHARES TR | 12 | Q3 2023 | 3.8% |
| ISHARES TR | 12 | Q3 2023 | 6.4% |
| ISHARES INC | 12 | Q3 2023 | 2.7% |
| APPLE INC | 12 | Q3 2023 | 2.0% |
View BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-01-31 |
| 13F-HR | 2021-11-12 |
View BARON SILVER STEVENS FINANCIAL ADVISORS, 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.