| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BCLI | Exit | BRAINSTORM CELL THERAPEUTICS | $0 | – | -25,372 | -100.0% | -0.03% | – |
| RPAY | Exit | REPAY HLDGS CORP | $0 | – | -20,000 | -100.0% | -0.12% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -1,754 | -100.0% | -0.31% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -4,238 | -100.0% | -0.31% | – |
| FNOV | Exit | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $0 | – | -11,304 | -100.0% | -0.31% | – |
| FEP | Exit | FIRST TR EXCH TRD ALPHDX FDeurope alphadex | $0 | – | -12,684 | -100.0% | -0.31% | – |
| FEM | Exit | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $0 | – | -20,274 | -100.0% | -0.33% | – |
| BSCR | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -22,430 | -100.0% | -0.33% | – |
| IYE | Exit | ISHARES TRu.s. energy etf | $0 | – | -9,164 | -100.0% | -0.33% | – |
| BSCQ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -22,884 | -100.0% | -0.33% | – |
| BSCO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -21,208 | -100.0% | -0.33% | – |
| TDIV | Exit | FIRST TR EXCHANGE-TRADED FDnasd tech div | $0 | – | -9,088 | -100.0% | -0.33% | – |
| IPG | Exit | INTERPUBLIC GROUP COS INC | $0 | – | -13,128 | -100.0% | -0.34% | – |
| BSCP | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -21,670 | -100.0% | -0.34% | – |
| BSMS | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -19,246 | -100.0% | -0.34% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -1,710 | -100.0% | -0.35% | – |
| FVD | Exit | FIRST TR VALUE LINE DIVID IN | $0 | – | -11,310 | -100.0% | -0.35% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -2,184 | -100.0% | -0.35% | – |
| OSCV | Exit | ETF SER SOLUTIONSopus sml cp vl | $0 | – | -14,632 | -100.0% | -0.35% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -1,362 | -100.0% | -0.36% | – |
| DAUG | Exit | FIRST TR EXCHNG TRADED FD VIvest us deep | $0 | – | -15,030 | -100.0% | -0.36% | – |
| DDWM | Exit | WISDOMTREE TRcurrncy int eq | $0 | – | -16,046 | -100.0% | -0.36% | – |
| Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -22,500 | -100.0% | -0.36% | – | |
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -7,628 | -100.0% | -0.37% | – |
| RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -11,014 | -100.0% | -0.37% | – |
| AGGY | Exit | WISDOMTREE TRyield enhancd us | $0 | – | -11,394 | -100.0% | -0.37% | – |
| IYK | Exit | ISHARES TRus consm staples | $0 | – | -2,408 | -100.0% | -0.38% | – |
| DRSK | Exit | ETF SER SOLUTIONSaptus defined | $0 | – | -19,162 | -100.0% | -0.38% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -1,010 | -100.0% | -0.38% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -3,634 | -100.0% | -0.38% | – |
| FXN | Exit | FIRST TR EXCHANGE TRADED FDenergy alphadx | $0 | – | -29,726 | -100.0% | -0.39% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -5,210 | -100.0% | -0.40% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -3,162 | -100.0% | -0.40% | – |
| FNX | Exit | FIRST TR MID CAP CORE ALPHAD | $0 | – | -5,986 | -100.0% | -0.40% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -2,202 | -100.0% | -0.41% | – |
| JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -9,806 | -100.0% | -0.41% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -5,784 | -100.0% | -0.41% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -7,614 | -100.0% | -0.41% | – |
| INFL | Exit | LISTED FD TRhorizon kinetics | $0 | – | -17,062 | -100.0% | -0.41% | – |
| FXR | Exit | FIRST TR EXCHANGE TRADED FDindls prod dur | $0 | – | -10,548 | -100.0% | -0.42% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -6,352 | -100.0% | -0.42% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -6,264 | -100.0% | -0.43% | – |
| TSLA | Exit | TESLA INC | $0 | – | -4,592 | -100.0% | -0.44% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -2,290 | -100.0% | -0.44% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -10,802 | -100.0% | -0.44% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -31,442 | -100.0% | -0.44% | – |
| DAPR | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us dep | $0 | – | -20,494 | -100.0% | -0.46% | – |
| ET | Exit | ENERGY TRANSFER L P | $0 | – | -52,056 | -100.0% | -0.48% | – |
| EXC | Exit | EXELON CORP | $0 | – | -14,786 | -100.0% | -0.49% | – |
| YJUN | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest intl | $0 | – | -35,672 | -100.0% | -0.51% | – |
| BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -10,640 | -100.0% | -0.51% | – |
| DOW | Exit | DOW INC | $0 | – | -13,124 | -100.0% | -0.51% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -17,118 | -100.0% | -0.52% | – |
| PJUL | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -22,596 | -100.0% | -0.52% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -4,702 | -100.0% | -0.53% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -6,310 | -100.0% | -0.55% | – |
| FAAR | Exit | FIRST TR EXCHANGE TRAD FD VIalt abslt strg | $0 | – | -24,422 | -100.0% | -0.56% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -5,212 | -100.0% | -0.56% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -2,114 | -100.0% | -0.56% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -5,572 | -100.0% | -0.58% | – |
| EEMV | Exit | ISHARES INCmsci emerg mrkt | $0 | – | -14,276 | -100.0% | -0.58% | – |
| FTCS | Exit | FIRST TR EXCHANGE-TRADED FDcap strength etf | $0 | – | -10,114 | -100.0% | -0.58% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -6,146 | -100.0% | -0.59% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -7,158 | -100.0% | -0.60% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -5,910 | -100.0% | -0.61% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -7,224 | -100.0% | -0.61% | – |
| NJUL | Exit | INNOVATOR ETFS TRgrwt100 pwr buf | $0 | – | -18,674 | -100.0% | -0.61% | – |
| FMF | Exit | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $0 | – | -16,840 | -100.0% | -0.62% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -1,766 | -100.0% | -0.62% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -11,974 | -100.0% | -0.66% | – |
| FXH | Exit | FIRST TR EXCHANGE TRADED FDhlth care alph | $0 | – | -7,970 | -100.0% | -0.67% | – |
| V | Exit | VISA INC | $0 | – | -4,280 | -100.0% | -0.68% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -10,346 | -100.0% | -0.70% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -10,146 | -100.0% | -0.73% | – |
| LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -20,382 | -100.0% | -0.74% | – |
| FTC | Exit | FIRST TRUST LRGCP GWT ALPHAD | $0 | – | -10,674 | -100.0% | -0.75% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -1,792 | -100.0% | -0.77% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -30,024 | -100.0% | -0.80% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -22,084 | -100.0% | -0.81% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -9,204 | -100.0% | -0.83% | – |
| FTGC | Exit | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $0 | – | -45,386 | -100.0% | -0.85% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -13,330 | -100.0% | -0.86% | – |
| BSMR | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -47,920 | -100.0% | -0.87% | – |
| BSMQ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -48,104 | -100.0% | -0.87% | – |
| BSMP | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -46,660 | -100.0% | -0.87% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -3,698 | -100.0% | -0.88% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -2,294 | -100.0% | -0.94% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -27,928 | -100.0% | -0.98% | – |
| BSMN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -51,258 | -100.0% | -0.99% | – |
| FDT | Exit | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $0 | – | -27,166 | -100.0% | -1.00% | – |
| DTD | Exit | WISDOMTREE TRus total dividnd | $0 | – | -21,802 | -100.0% | -1.02% | – |
| MMM | Exit | 3M CO | $0 | – | -11,092 | -100.0% | -1.02% | – |
| BSMO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -55,798 | -100.0% | -1.06% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -18,732 | -100.0% | -1.18% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -34,950 | -100.0% | -1.21% | – |
| FTA | Exit | FIRST TR LRG CP VL ALPHADEX | $0 | – | -25,232 | -100.0% | -1.28% | – |
| Exit | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $0 | – | -94,136 | -100.0% | -1.30% | – | |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -9,522 | -100.0% | -1.31% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -20,658 | -100.0% | -1.33% | – |
| WMT | Exit | WALMART INC | $0 | – | -12,310 | -100.0% | -1.34% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -21,248 | -100.0% | -1.36% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -6,912 | -100.0% | -1.40% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -21,414 | -100.0% | -1.45% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -17,080 | -100.0% | -1.46% | – |
| PFE | Exit | PFIZER INC | $0 | – | -37,202 | -100.0% | -1.46% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -6,244 | -100.0% | -1.52% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -6,156 | -100.0% | -1.73% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -15,316 | -100.0% | -1.78% | – |
| Exit | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $0 | – | -145,576 | -100.0% | -2.06% | – | |
| ABT | Exit | ABBOTT LABS | $0 | – | -25,096 | -100.0% | -2.12% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -25,868 | -100.0% | -2.19% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -36,062 | -100.0% | -2.35% | – |
| FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -74,208 | -100.0% | -2.50% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -24,266 | -100.0% | -3.02% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -23,232 | -100.0% | -3.16% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -17,954 | -100.0% | -3.31% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -13,430 | -100.0% | -3.97% | – |
| AAPL | Exit | APPLE INC | $0 | – | -45,888 | -100.0% | -4.58% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 5 | Q4 2022 | 6.0% |
| APPLE INC | 5 | Q4 2022 | 4.7% |
| ISHARES TR | 5 | Q4 2022 | 4.6% |
| Microsoft Corporation | 5 | Q4 2022 | 3.3% |
| ABBVIE INC | 5 | Q4 2022 | 3.0% |
| JOHNSON & JOHNSON | 5 | Q4 2022 | 3.2% |
| First Trust TCW Opportunistic Fixed Income ETF | 5 | Q4 2022 | 2.5% |
| ABBOTT LABS | 5 | Q4 2022 | 2.1% |
| Alphabet Inc Class A | 5 | Q4 2022 | 2.1% |
| AMAZON COM INC | 5 | Q4 2022 | 2.2% |
View S.C. Financial Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-01-20 |
| 13F-HR/A | 2023-01-20 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-01-26 |
View S.C. Financial Services, 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.