$288 Million is the total value of VALLEY NATIONAL ADVISERS INC's 733 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 14.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VYM | VANGUARD WHITEHALL FDS INChigh div yld | $1,098,000 | +4.9% | 12,610 | 0.0% | 0.38% | -4.8% | |
VTI | VANGUARD INDEX FDStotal stk mkt | $873,000 | +6.6% | 5,831 | 0.0% | 0.30% | -3.2% | |
PEG | PUBLIC SVC ENTERPRISE GROUP | $774,000 | -2.5% | 14,660 | 0.0% | 0.27% | -11.6% | |
SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $732,000 | +8.3% | 8,920 | 0.0% | 0.25% | -1.6% | |
IWF | ISHARES TRrus 1000 grw etf | $727,000 | +8.3% | 4,664 | 0.0% | 0.25% | -1.6% | |
LMT | LOCKHEED MARTIN CORP | $687,000 | +17.2% | 1,985 | 0.0% | 0.24% | +6.2% | |
MSI | MOTOROLA SOLUTIONS INC | $544,000 | +11.7% | 4,181 | 0.0% | 0.19% | +1.6% | |
CRM | SALESFORCE COM INC | $484,000 | +16.6% | 3,041 | 0.0% | 0.17% | +6.3% | |
FULT | FULTON FINL CORP PA | $473,000 | +0.9% | 28,431 | 0.0% | 0.16% | -8.4% | |
DVY | ISHARES TRselect divid etf | $448,000 | +2.1% | 4,490 | 0.0% | 0.16% | -7.7% | |
FTS | FORTIS INC | $428,000 | +1.7% | 13,217 | 0.0% | 0.15% | -8.1% | |
VUG | VANGUARD INDEX FDSgrowth etf | $377,000 | +7.4% | 2,344 | 0.0% | 0.13% | -2.2% | |
PII | POLARIS INDS INC | $369,000 | -17.4% | 3,657 | 0.0% | 0.13% | -25.1% | |
MELI | MERCADOLIBRE INC | $340,000 | +13.7% | 1,000 | 0.0% | 0.12% | +3.5% | |
IJS | ISHARES TRsp smcp600vl etf | $331,000 | +2.5% | 1,981 | 0.0% | 0.12% | -6.5% | |
IWR | ISHARES TRrus mid cap etf | $304,000 | +3.8% | 1,380 | 0.0% | 0.10% | -6.2% | |
HACK | ETF MANAGERS TRprime cybr scrty | $263,000 | +8.7% | 6,554 | 0.0% | 0.09% | -1.1% | |
FDN | FIRST TR EXCHANGE TRADED FDdj internt idx | $217,000 | +2.8% | 1,534 | 0.0% | 0.08% | -7.4% | |
DE | DEERE & CO | $214,000 | +7.5% | 1,425 | 0.0% | 0.07% | -2.6% | |
DWM | WISDOMTREE TRintl equity fd | $213,000 | +0.5% | 4,014 | 0.0% | 0.07% | -8.6% | |
REGN | REGENERON PHARMACEUTICALS | $198,000 | +17.2% | 490 | 0.0% | 0.07% | +6.2% | |
IJT | ISHARES TRs&p sml 600 gwt | $180,000 | +7.1% | 890 | 0.0% | 0.06% | -3.1% | |
CPB | CAMPBELL SOUP CO | $172,000 | -9.9% | 4,703 | 0.0% | 0.06% | -17.8% | |
CHE | CHEMED CORP NEW | $157,000 | -0.6% | 492 | 0.0% | 0.05% | -10.0% | |
SPHD | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $140,000 | +0.7% | 3,386 | 0.0% | 0.05% | -7.5% | |
SPYV | SPDR SERIES TRUSTprtflo s&p500 vl | $135,000 | +4.7% | 4,352 | 0.0% | 0.05% | -4.1% | |
IBDL | ISHARES TRibonds dec20 etf | $135,000 | 0.0% | 5,375 | 0.0% | 0.05% | -9.6% | |
DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $137,000 | +8.7% | 519 | 0.0% | 0.05% | -2.1% | |
ALLE | ALLEGION PUB LTD CO | $135,000 | +16.4% | 1,495 | 0.0% | 0.05% | +6.8% | |
RDFN | REDFIN CORP | $135,000 | -19.2% | 7,232 | 0.0% | 0.05% | -26.6% | |
BIDU | BAIDU INCspon adr rep a | $121,000 | -5.5% | 528 | 0.0% | 0.04% | -14.3% | |
IVV | ISHARES TRcore s&p500 etf | $117,000 | +7.3% | 400 | 0.0% | 0.04% | -2.4% | |
QDF | FLEXSHARES TRqualt divd idx | $115,000 | +4.5% | 2,434 | 0.0% | 0.04% | -4.8% | |
VEEV | VEEVA SYS INC | $109,000 | +41.6% | 999 | 0.0% | 0.04% | +31.0% | |
NJR | NEW JERSEY RES | $109,000 | +2.8% | 2,371 | 0.0% | 0.04% | -5.0% | |
TRV | TRAVELERS COMPANIES INC | $104,000 | +6.1% | 804 | 0.0% | 0.04% | -2.7% | |
SEIC | SEI INVESTMENTS CO | $104,000 | -1.9% | 1,700 | 0.0% | 0.04% | -10.0% | |
PSA | PUBLIC STORAGE | $102,000 | -10.5% | 504 | 0.0% | 0.04% | -20.5% | |
GGG | GRACO INC | $97,000 | +3.2% | 2,085 | 0.0% | 0.03% | -5.6% | |
EFG | ISHARES TReafe grwth etf | $95,000 | +2.2% | 1,181 | 0.0% | 0.03% | -5.7% | |
UTX | UNITED TECHNOLOGIES CORP | $88,000 | +11.4% | 632 | 0.0% | 0.03% | +3.3% | |
RCI | ROGERS COMMUNICATIONS INCcl b | $89,000 | +8.5% | 1,727 | 0.0% | 0.03% | 0.0% | |
SCHP | SCHWAB STRATEGIC TRus tips etf | $85,000 | -1.2% | 1,569 | 0.0% | 0.03% | -12.1% | |
CAC | CAMDEN NATL CORP | $72,000 | -5.3% | 1,662 | 0.0% | 0.02% | -13.8% | |
FVD | FIRST TR VALUE LINE DIVID IN | $69,000 | +4.5% | 2,187 | 0.0% | 0.02% | -4.0% | |
ANTM | ANTHEM INC | $67,000 | +15.5% | 243 | 0.0% | 0.02% | +4.5% | |
ESRX | EXPRESS SCRIPTS HLDG CO | $63,000 | +23.5% | 666 | 0.0% | 0.02% | +15.8% | |
EL | LAUDER ESTEE COS INCcl a | $64,000 | +1.6% | 441 | 0.0% | 0.02% | -8.3% | |
WEC | WEC ENERGY GROUP INC | $63,000 | +3.3% | 948 | 0.0% | 0.02% | -4.3% | |
BIV | VANGUARD BD INDEX FD INCintermed term | $62,000 | 0.0% | 767 | 0.0% | 0.02% | -12.5% | |
VCR | VANGUARD WORLD FDSconsum dis etf | $59,000 | +7.3% | 325 | 0.0% | 0.02% | -4.8% | |
ACWI | ISHARES TRmsci acwi etf | $59,000 | +5.4% | 794 | 0.0% | 0.02% | -4.8% | |
NVDA | NVIDIA CORP | $57,000 | +18.8% | 203 | 0.0% | 0.02% | +11.1% | |
SCZ | ISHARES TReafe sml cp etf | $56,000 | 0.0% | 898 | 0.0% | 0.02% | -9.5% | |
VO | VANGUARD INDEX FDSmid cap etf | $52,000 | +4.0% | 317 | 0.0% | 0.02% | -5.3% | |
KSU | KANSAS CITY SOUTHERN | $53,000 | +8.2% | 466 | 0.0% | 0.02% | -5.3% | |
VBR | VANGUARD INDEX FDSsm cp val etf | $50,000 | +2.0% | 360 | 0.0% | 0.02% | -10.5% | |
MGC | VANGUARD WORLD FDmega cap index | $49,000 | +6.5% | 492 | 0.0% | 0.02% | -5.6% | |
GLD | SPDR GOLD TRUST | $48,000 | -5.9% | 428 | 0.0% | 0.02% | -10.5% | |
DXCM | DEXCOM INC | $48,000 | +50.0% | 339 | 0.0% | 0.02% | +41.7% | |
HBAN | HUNTINGTON BANCSHARES INC | $45,000 | 0.0% | 3,015 | 0.0% | 0.02% | -5.9% | |
CL | COLGATE PALMOLIVE CO | $45,000 | +4.7% | 670 | 0.0% | 0.02% | 0.0% | |
CRS | CARPENTER TECHNOLOGY CORP | $46,000 | +12.2% | 775 | 0.0% | 0.02% | 0.0% | |
TXN | TEXAS INSTRS INC | $42,000 | -2.3% | 387 | 0.0% | 0.02% | -6.2% | |
EXC | EXELON CORP | $43,000 | +4.9% | 974 | 0.0% | 0.02% | -6.2% | |
NVO | NOVO-NORDISK A Sadr | $43,000 | +2.4% | 921 | 0.0% | 0.02% | -6.2% | |
RDSB | ROYAL DUTCH SHELL PLCspon adr b | $43,000 | -2.3% | 609 | 0.0% | 0.02% | -11.8% | |
VLO | VALERO ENERGY CORP NEW | $41,000 | +2.5% | 357 | 0.0% | 0.01% | -6.7% | |
IYT | ISHARES TRtrans avg etf | $39,000 | +11.4% | 189 | 0.0% | 0.01% | +7.7% | |
OSUR | ORASURE TECHNOLOGIES INC | $39,000 | -7.1% | 2,550 | 0.0% | 0.01% | -12.5% | |
WTM | WHITE MTNS INS GROUP LTD | $37,000 | +2.8% | 40 | 0.0% | 0.01% | -7.1% | |
MMSI | MERIT MED SYS INC | $37,000 | +23.3% | 595 | 0.0% | 0.01% | +18.2% | |
DAL | DELTA AIR LINES INC DEL | $37,000 | +15.6% | 643 | 0.0% | 0.01% | +8.3% | |
SUB | ISHARES TRshrt nat mun etf | $34,000 | 0.0% | 320 | 0.0% | 0.01% | -7.7% | |
PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $36,000 | +2.9% | 250 | 0.0% | 0.01% | -7.7% | |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $34,000 | 0.0% | 607 | 0.0% | 0.01% | -7.7% | |
DFS | DISCOVER FINL SVCS | $33,000 | +6.5% | 438 | 0.0% | 0.01% | -8.3% | |
ALE | ALLETE INC | $31,000 | -3.1% | 416 | 0.0% | 0.01% | -8.3% | |
IBDH | ISHARES TRibonds dec18 etf | $28,000 | 0.0% | 1,100 | 0.0% | 0.01% | -9.1% | |
CMC | COMMERCIAL METALS CO | $29,000 | -3.3% | 1,430 | 0.0% | 0.01% | -9.1% | |
AEP | AMERICAN ELEC PWR INC | $30,000 | +3.4% | 425 | 0.0% | 0.01% | -9.1% | |
CNI | CANADIAN NATL RY CO | $29,000 | +11.5% | 324 | 0.0% | 0.01% | 0.0% | |
IWD | ISHARES TRrus 1000 val etf | $28,000 | +3.7% | 223 | 0.0% | 0.01% | 0.0% | |
DG | DOLLAR GEN CORP NEW | $29,000 | +11.5% | 262 | 0.0% | 0.01% | 0.0% | |
QQQ | INVESCO QQQ TRunit ser 1 | $25,000 | +8.7% | 133 | 0.0% | 0.01% | 0.0% | |
HPE | HEWLETT PACKARD ENTERPRISE C | $25,000 | +13.6% | 1,508 | 0.0% | 0.01% | +12.5% | |
MKC | MCCORMICK & CO INC | $26,000 | +13.0% | 200 | 0.0% | 0.01% | 0.0% | |
ATVI | ACTIVISION BLIZZARD INC | $27,000 | +12.5% | 319 | 0.0% | 0.01% | 0.0% | |
MKL | MARKEL CORP | $26,000 | +8.3% | 22 | 0.0% | 0.01% | 0.0% | |
BKSC | BANK SOUTH CAROLINA CORP | $25,000 | 0.0% | 1,210 | 0.0% | 0.01% | -10.0% | |
IBND | SPDR SERIES TRUSTblombrg brc intl | $27,000 | 0.0% | 813 | 0.0% | 0.01% | -10.0% | |
AZN | ASTRAZENECA PLCsponsored adr | $24,000 | +9.1% | 616 | 0.0% | 0.01% | 0.0% | |
KLAC | KLA-TENCOR CORP | $24,000 | -4.0% | 240 | 0.0% | 0.01% | -20.0% | |
AAL | AMERICAN AIRLS GROUP INC | $23,000 | +9.5% | 553 | 0.0% | 0.01% | 0.0% | |
EEM | ISHARES TRmsci emg mkt etf | $22,000 | -4.3% | 520 | 0.0% | 0.01% | -11.1% | |
BIIB | BIOGEN INC | $22,000 | +22.2% | 62 | 0.0% | 0.01% | +14.3% | |
VRTX | VERTEX PHARMACEUTICALS INC | $23,000 | +15.0% | 118 | 0.0% | 0.01% | 0.0% | |
SYY | SYSCO CORP | $22,000 | +10.0% | 294 | 0.0% | 0.01% | 0.0% | |
IAI | ISHARES TRus br del se etf | $23,000 | -4.2% | 373 | 0.0% | 0.01% | -11.1% | |
AVY | AVERY DENNISON CORP | $22,000 | +10.0% | 200 | 0.0% | 0.01% | 0.0% | |
O | REALTY INCOME CORP | $22,000 | +10.0% | 380 | 0.0% | 0.01% | 0.0% | |
SYK | STRYKER CORP | $22,000 | +4.8% | 125 | 0.0% | 0.01% | 0.0% | |
IBDN | ISHARES TRibonds dec22 etf | $23,000 | 0.0% | 965 | 0.0% | 0.01% | -11.1% | |
PJP | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $20,000 | +11.1% | 268 | 0.0% | 0.01% | 0.0% | |
TMP | TOMPKINS FINANCIAL CORPORATI | $19,000 | -5.0% | 234 | 0.0% | 0.01% | -12.5% | |
XOP | SPDR SERIES TRUSTs&p oilgas exp | $21,000 | 0.0% | 480 | 0.0% | 0.01% | -12.5% | |
XAR | SPDR SERIES TRUSTaerospace def | $21,000 | +16.7% | 211 | 0.0% | 0.01% | 0.0% | |
IBDK | ISHARES TRibonds dec19 etf | $20,000 | 0.0% | 790 | 0.0% | 0.01% | -12.5% | |
ADM | ARCHER DANIELS MIDLAND CO | $20,000 | +11.1% | 395 | 0.0% | 0.01% | 0.0% | |
AIG | AMERICAN INTL GROUP INC | $19,000 | 0.0% | 361 | 0.0% | 0.01% | 0.0% | |
REG | REGENCY CTRS CORP | $19,000 | 0.0% | 299 | 0.0% | 0.01% | 0.0% | |
MTLS | MATERIALISE NVsponsored ads | $19,000 | +5.6% | 1,365 | 0.0% | 0.01% | 0.0% | |
PBA | PEMBINA PIPELINE CORP | $19,000 | -5.0% | 566 | 0.0% | 0.01% | -12.5% | |
MCHP | MICROCHIP TECHNOLOGY INC | $20,000 | -13.0% | 250 | 0.0% | 0.01% | -22.2% | |
CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $20,000 | -4.8% | 262 | 0.0% | 0.01% | -12.5% | |
STT | STATE STR CORP | $20,000 | -9.1% | 238 | 0.0% | 0.01% | -12.5% | |
LYB | LYONDELLBASELL INDUSTRIES N | $19,000 | -5.0% | 184 | 0.0% | 0.01% | -12.5% | |
TOLZ | PROSHARES TRdj brkfld glb | $21,000 | 0.0% | 503 | 0.0% | 0.01% | -12.5% | |
FSD | FIRST TR HIGH INCOME L/S FD | $20,000 | 0.0% | 1,333 | 0.0% | 0.01% | -12.5% | |
FBT | FIRST TR EXCHANGE TRADED FDny arca biotech | $20,000 | +11.1% | 125 | 0.0% | 0.01% | 0.0% | |
SHPG | SHIRE PLCsponsored adr | $21,000 | +5.0% | 118 | 0.0% | 0.01% | -12.5% | |
MLPG | UBS AG JERSEY BRHlkd alrn ntgas | $17,000 | +13.3% | 678 | 0.0% | 0.01% | 0.0% | |
WWE | WORLD WRESTLING ENTMT INCcl a | $16,000 | +33.3% | 165 | 0.0% | 0.01% | +20.0% | |
RY | ROYAL BK CDA MONTREAL QUE | $16,000 | +6.7% | 200 | 0.0% | 0.01% | 0.0% | |
ACN | ACCENTURE PLC IRELAND | $18,000 | +5.9% | 104 | 0.0% | 0.01% | 0.0% | |
V | VISA INC | $16,000 | +14.3% | 104 | 0.0% | 0.01% | +20.0% | |
PH | PARKER HANNIFIN CORP | $16,000 | +14.3% | 88 | 0.0% | 0.01% | +20.0% | |
EV | EATON VANCE CORP | $16,000 | 0.0% | 306 | 0.0% | 0.01% | 0.0% | |
IBDM | ISHARES TRibonds dec21 etf | $16,000 | 0.0% | 645 | 0.0% | 0.01% | 0.0% | |
GG | GOLDCORP INC NEW | $17,000 | -26.1% | 1,680 | 0.0% | 0.01% | -33.3% | |
EOG | EOG RES INC | $18,000 | 0.0% | 145 | 0.0% | 0.01% | -14.3% | |
PSI | INVESCO EXCHANGE TRADED FD Tdynmc semicndt | $13,000 | 0.0% | 251 | 0.0% | 0.01% | 0.0% | |
OLED | UNIVERSAL DISPLAY CORP | $14,000 | +40.0% | 117 | 0.0% | 0.01% | +25.0% | |
FHLC | FIDELITYmsci hlth care i | $14,000 | +7.7% | 307 | 0.0% | 0.01% | 0.0% | |
TIF | TIFFANY & CO NEW | $13,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
JPME | JP MORGAN EXCHANGE TRADED FDdiversfed rtrn | $13,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
TRP | TRANSCANADA CORP | $13,000 | -7.1% | 325 | 0.0% | 0.01% | 0.0% | |
IAU | ISHARES GOLD TRUSTishares | $14,000 | -6.7% | 1,245 | 0.0% | 0.01% | -16.7% | |
CPSS | CONSUMER PORTFOLIO SVCS INC | $15,000 | -6.2% | 3,925 | 0.0% | 0.01% | -16.7% | |
SO | SOUTHERN CO | $13,000 | -7.1% | 300 | 0.0% | 0.01% | 0.0% | |
XLNX | XILINX INC | $15,000 | +25.0% | 184 | 0.0% | 0.01% | 0.0% | |
MNA | INDEXIQ ETF TRiq mrgr arb etf | $15,000 | 0.0% | 476 | 0.0% | 0.01% | -16.7% | |
PXD | PIONEER NAT RES CO | $14,000 | -12.5% | 82 | 0.0% | 0.01% | -16.7% | |
FRT | FEDERAL REALTY INVT TRsh ben int new | $13,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
SJNK | SPDR SER TRbloomberg srt tr | $14,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
STL | STERLING BANCORP DEL | $11,000 | -8.3% | 500 | 0.0% | 0.00% | -20.0% | |
CCK | CROWN HOLDINGS INC | $11,000 | +10.0% | 225 | 0.0% | 0.00% | 0.0% | |
DVMT | DELL TECHNOLOGIES INC | $11,000 | +22.2% | 109 | 0.0% | 0.00% | +33.3% | |
TD | TORONTO DOMINION BK ONT | $11,000 | +10.0% | 177 | 0.0% | 0.00% | 0.0% | |
CBU | COMMUNITY BK SYS INC | $12,000 | 0.0% | 200 | 0.0% | 0.00% | -20.0% | |
XRLV | INVESCO EXCHNG TRADED FD TRs&p 500 ex rat | $11,000 | 0.0% | 317 | 0.0% | 0.00% | 0.0% | |
FNB | FNB CORP PA | $11,000 | 0.0% | 849 | 0.0% | 0.00% | 0.0% | |
AGIO | AGIOS PHARMACEUTICALS INC | $12,000 | -7.7% | 157 | 0.0% | 0.00% | -20.0% | |
TXT | TEXTRON INC | $11,000 | +10.0% | 155 | 0.0% | 0.00% | 0.0% | |
EVHC | ENVISION HEALTHCARE CORP | $12,000 | +9.1% | 255 | 0.0% | 0.00% | 0.0% | |
AIZ | ASSURANT INC | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% | |
LTC | LTC PPTYS INC | $11,000 | +10.0% | 245 | 0.0% | 0.00% | 0.0% | |
ES | EVERSOURCE ENERGY | $11,000 | +10.0% | 171 | 0.0% | 0.00% | 0.0% | |
VOD | VODAFONE GROUP PLC NEWsponsored adr | $8,000 | -11.1% | 378 | 0.0% | 0.00% | 0.0% | |
HEDJ | WISDOMTREE TReurope hedged eq | $9,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% | |
XEL | XCEL ENERGY INC | $9,000 | 0.0% | 188 | 0.0% | 0.00% | 0.0% | |
ZTS | ZOETIS INCcl a | $8,000 | +14.3% | 87 | 0.0% | 0.00% | 0.0% | |
SSYS | STRATASYS LTD | $8,000 | +14.3% | 355 | 0.0% | 0.00% | 0.0% | |
COP | CONOCOPHILLIPS | $8,000 | +14.3% | 105 | 0.0% | 0.00% | 0.0% | |
DISCA | DISCOVERY INC | $8,000 | +14.3% | 250 | 0.0% | 0.00% | 0.0% | |
EGN | ENERGEN CORP | $9,000 | +28.6% | 100 | 0.0% | 0.00% | 0.0% | |
AMT | AMERICAN TOWER CORP NEW | $9,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
AJG | GALLAGHER ARTHUR J & CO | $9,000 | +12.5% | 125 | 0.0% | 0.00% | 0.0% | |
HCP | HCP INC | $8,000 | 0.0% | 312 | 0.0% | 0.00% | 0.0% | |
HSC | HARSCO CORP | $9,000 | +28.6% | 300 | 0.0% | 0.00% | 0.0% | |
HSY | HERSHEY CO | $8,000 | +14.3% | 75 | 0.0% | 0.00% | 0.0% | |
QAI | INDEXIQ ETF TRhedge mlti etf | $9,000 | 0.0% | 288 | 0.0% | 0.00% | 0.0% | |
ISBC | INVESTORS BANCORP INC NEW | $9,000 | 0.0% | 719 | 0.0% | 0.00% | 0.0% | |
MA | MASTERCARD INCORPORATEDcl a | $10,000 | +11.1% | 46 | 0.0% | 0.00% | 0.0% | |
MCK | MCKESSON CORP | $10,000 | 0.0% | 76 | 0.0% | 0.00% | -25.0% | |
NCR | NCR CORP NEW | $8,000 | 0.0% | 268 | 0.0% | 0.00% | 0.0% | |
OLP | ONE LIBERTY PPTYS INC | $8,000 | +14.3% | 275 | 0.0% | 0.00% | 0.0% | |
ORA | ORMAT TECHNOLOGIES INC | $9,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% | |
BPI | BRIDGEPOINT ED INC | $10,000 | +42.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
TDC | TERADATA CORP DEL | $10,000 | -9.1% | 268 | 0.0% | 0.00% | -25.0% | |
TWTR | TWITTER INC | $9,000 | -30.8% | 303 | 0.0% | 0.00% | -40.0% | |
UDR | UDR INC | $9,000 | +12.5% | 216 | 0.0% | 0.00% | 0.0% | |
USMV | ISHARES TRmin vol usa etf | $5,000 | +25.0% | 79 | 0.0% | 0.00% | 0.0% | |
UYG | PROSHARES TRultra fncls new | $5,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
NOK | NOKIA CORPsponsored adr | $7,000 | 0.0% | 1,169 | 0.0% | 0.00% | -33.3% | |
MDRIQ | MCDERMOTT INTL INC | $6,000 | 0.0% | 329 | 0.0% | 0.00% | 0.0% | |
MAR | MARRIOTT INTL INC NEWcl a | $7,000 | +16.7% | 51 | 0.0% | 0.00% | 0.0% | |
MRO | MARATHON OIL CORP | $5,000 | 0.0% | 218 | 0.0% | 0.00% | 0.0% | |
LNC | LINCOLN NATL CORP IND | $5,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
LAMR | LAMAR ADVERTISING CO NEWcl a | $6,000 | +20.0% | 75 | 0.0% | 0.00% | 0.0% | |
LB | L BRANDS INC | $6,000 | -14.3% | 184 | 0.0% | 0.00% | -33.3% | |
KWEB | KRANESHARES TRcsi chi internet | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
INTU | INTUIT | $5,000 | +25.0% | 22 | 0.0% | 0.00% | 0.0% | |
IEX | IDEX CORP | $6,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
HFC | HOLLYFRONTIER CORP | $5,000 | +25.0% | 65 | 0.0% | 0.00% | 0.0% | |
HXL | HEXCEL CORP NEW | $7,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
FE | FIRSTENERGY CORP | $5,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% | |
AOBC | AMERICAN OUTDOOR BRANDS CORP | $7,000 | +40.0% | 453 | 0.0% | 0.00% | 0.0% | |
EEP | ENBRIDGE ENERGY PARTNERS L P | $5,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
DVN | DEVON ENERGY CORP NEW | $7,000 | -12.5% | 180 | 0.0% | 0.00% | -33.3% | |
DHR | DANAHER CORP DEL | $5,000 | +25.0% | 42 | 0.0% | 0.00% | 0.0% | |
RGR | STURM RUGER & CO INC | $7,000 | +16.7% | 101 | 0.0% | 0.00% | 0.0% | |
SNPS | SYNOPSYS INC | $6,000 | +20.0% | 62 | 0.0% | 0.00% | 0.0% | |
SGYPQ | SYNERGY PHARMACEUTICALS DEL | $7,000 | 0.0% | 4,000 | 0.0% | 0.00% | -33.3% | |
SYF | SYNCHRONY FINL | $6,000 | 0.0% | 193 | 0.0% | 0.00% | 0.0% | |
IVZ | INVESCO LTD | $7,000 | -12.5% | 310 | 0.0% | 0.00% | -33.3% | |
CAH | CARDINAL HEALTH INC | $7,000 | 0.0% | 136 | 0.0% | 0.00% | -33.3% | |
UHS | UNIVERSAL HLTH SVCS INCcl b | $7,000 | +16.7% | 51 | 0.0% | 0.00% | 0.0% | |
TEX | TEREX CORP NEW | $5,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
WRI | WEINGARTEN RLTY INVSsh ben int | $7,000 | 0.0% | 225 | 0.0% | 0.00% | -33.3% | |
TMO | THERMO FISHER SCIENTIFIC INC | $6,000 | +20.0% | 23 | 0.0% | 0.00% | 0.0% | |
VSTO | VISTA OUTDOOR INC | $5,000 | +25.0% | 278 | 0.0% | 0.00% | 0.0% | |
VOT | VANGUARD INDEX FDSmcap gr idxvip | $7,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% | |
VTR | VENTAS INC | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $7,000 | 0.0% | 95 | 0.0% | 0.00% | -33.3% | |
CM | CDN IMPERIAL BK COMM TORONTO | $7,000 | +16.7% | 73 | 0.0% | 0.00% | 0.0% | |
OHI | OMEGA HEALTHCARE INVS INC | $6,000 | +20.0% | 175 | 0.0% | 0.00% | 0.0% | |
PLXS | PLEXUS CORP | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
ICHR | ICHOR HOLDINGS | $3,000 | 0.0% | 152 | 0.0% | 0.00% | 0.0% | |
HIG | HARTFORD FINL SVCS GROUP INC | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
SCHV | SCHWAB STRATEGIC TRus lcap va etf | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
HSBC | HSBC HLDGS PLCspon adr new | $4,000 | -20.0% | 100 | 0.0% | 0.00% | -50.0% | |
HCA | HCA HEALTHCARE INC | $3,000 | +50.0% | 19 | 0.0% | 0.00% | 0.0% | |
LIT | GLOBAL X FDSlithium btry etf | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
NLY | ANNALY CAP MGMT INC | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
CHIQ | GLOBAL X FDSchina cons etf | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
GBCI | GLACIER BANCORP INC NEW | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
ANDV | ANDEAVOR | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
VIAV | VIAVI SOLUTIONS INC | $3,000 | +50.0% | 233 | 0.0% | 0.00% | 0.0% | |
FLT | FLEETCOR TECHNOLOGIES INC | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
CUK | CARNIVAL PLCadr | $3,000 | +50.0% | 42 | 0.0% | 0.00% | 0.0% | |
SAM | BOSTON BEER INCcl a | $4,000 | 0.0% | 14 | 0.0% | 0.00% | -50.0% | |
ENFR | ALPS ETF TRalerian energy | $2,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% | |
ETR | ENTERGY CORP NEW | $3,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
BSX | BOSTON SCIENTIFIC CORP | $3,000 | +50.0% | 73 | 0.0% | 0.00% | 0.0% | |
EE | EL PASO ELEC CO | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
SNH | SENIOR HSG PPTYS TRsh ben int | $2,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $4,000 | 0.0% | 32 | 0.0% | 0.00% | -50.0% | |
BTI | BRITISH AMERN TOB PLCsponsored adr | $2,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
A | AGILENT TECHNOLOGIES INC | $3,000 | +50.0% | 38 | 0.0% | 0.00% | 0.0% | |
TMV | DIREXION SHS ETF TR20yr tres bear | $2,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
SOXL | DIREXION SHS ETF TRdly scond 3xbu | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
TM | TOYOTA MOTOR CORP | $2,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
WBT | WELBILT INC | $4,000 | 0.0% | 197 | 0.0% | 0.00% | -50.0% | |
RALS | PROSHARES TRrafi lg sht fd | $4,000 | 0.0% | 105 | 0.0% | 0.00% | -50.0% | |
URE | PROSHARES TRult r/est new | $4,000 | 0.0% | 62 | 0.0% | 0.00% | -50.0% | |
NTRI | NUTRI SYS INC NEW | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
BKR | BAKER HUGHES A GE COcl a | $3,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
NOC | NORTHROP GRUMMAN CORP | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
NDAQ | NASDAQ INC | $2,000 | -33.3% | 29 | 0.0% | 0.00% | 0.0% | |
NRG | NRG ENERGY INC | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
TAP | MOLSON COORS BREWING COcl b | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
CDK | CDK GLOBAL INC | $4,000 | 0.0% | 65 | 0.0% | 0.00% | -50.0% | |
TWO | TWO HBRS INVT CORP | $4,000 | 0.0% | 250 | 0.0% | 0.00% | -50.0% | |
FNG | ADVISORSHARES TRnew tech media | $2,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
BLK | BLACKROCK INC | $4,000 | 0.0% | 8 | 0.0% | 0.00% | -50.0% | |
ALB | ALBEMARLE CORP | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
RTN | RAYTHEON CO | $4,000 | 0.0% | 20 | 0.0% | 0.00% | -50.0% | |
MTSC | MTS SYS CORP | $4,000 | 0.0% | 80 | 0.0% | 0.00% | -50.0% | |
LITE | LUMENTUM HLDGS INC | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
CEVA | CEVA INC | $2,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
ADSK | AUTODESK INC | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
PCG | PG&E CORP | $2,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
LH | LABORATORY CORP AMER HLDGS | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
KARS | KRANESHARES TRelec veh futur | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
ONVO | ORGANOVO HLDGS INC | $3,000 | -25.0% | 2,650 | 0.0% | 0.00% | -50.0% | |
CHRW | C H ROBINSON WORLDWIDE INC | $4,000 | 0.0% | 45 | 0.0% | 0.00% | -50.0% | |
SAN | BANCO SANTANDER SAadr | $4,000 | -20.0% | 882 | 0.0% | 0.00% | -50.0% | |
SLV | ISHARES SILVER TRUSTishares | $2,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
EMB | ISHARES TRjpmorgan usd emg | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
IYE | ISHARES TRu.s. energy etf | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
IWM | ISHARES TRrussell 2000 etf | $2,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
IWO | ISHARES TRrus 2000 grw etf | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
APLE | APPLE HOSPITALITY REIT INC | $3,000 | 0.0% | 181 | 0.0% | 0.00% | 0.0% | |
IWP | ISHARES TRrus md cp gr etf | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
TIP | ISHARES TRtips bd etf | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
IRDM | IRIDIUM COMMUNICATIONS INC | $3,000 | +50.0% | 155 | 0.0% | 0.00% | 0.0% | |
INVH | INVITATION HOMES INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
IDXX | IDEXX LABS INC | $4,000 | 0.0% | 17 | 0.0% | 0.00% | -50.0% | |
ULTI | ULTIMATE SOFTWARE GROUP INC | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
HOSSQ | HORNBECK OFFSHORE SVCS INC N | $3,000 | +50.0% | 500 | 0.0% | 0.00% | 0.0% | |
ACCO | ACCO BRANDS CORP | $1,000 | 0.0% | 94 | 0.0% | 0.00% | – | |
AES | AES CORP | $1,000 | 0.0% | 59 | 0.0% | 0.00% | – | |
ANF | ABERCROMBIE & FITCH COcl a | $0 | – | 5 | 0.0% | 0.00% | – | |
ABMD | ABIOMED INC | $0 | – | 17 | 0.0% | 0.00% | – | |
AGEN | AGENUS INC | $0 | – | 3 | 0.0% | 0.00% | – | |
ATI | ALLEGHENY TECHNOLOGIES INC | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
AIGWS | AMERICAN INTL GROUP INC*w exp 01/19/202 | $1,000 | 0.0% | 68 | 0.0% | 0.00% | – | |
FOLD | AMICUS THERAPEUTICS INC | $0 | – | 20 | 0.0% | 0.00% | – | |
AXON | AXON ENTERPRISE INC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
BKS | BARNES & NOBLE INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
BNED | BARNES & NOBLE ED INC | $0 | – | 63 | 0.0% | 0.00% | – | |
BKI | BLACK KNIGHT INC | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
BTT | BLACKROCK MUN 2030 TAR TERM | $0 | – | 4 | 0.0% | 0.00% | – | |
CNO | CNO FINL GROUP INC | $0 | – | 7 | 0.0% | 0.00% | – | |
CNNE | CANNAE HLDGS INC | $0 | – | 15 | 0.0% | 0.00% | – | |
CE | CELANESE CORP DEL | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
CC | CHEMOURS CO | $0 | – | 6 | 0.0% | 0.00% | – | |
CHL | CHINA MOBILE LIMITEDsponsored adr | $0 | – | 10 | 0.0% | 0.00% | – | |
XEC | CIMAREX ENERGY CO | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
CNDT | CONDUENT INC | $0 | – | 18 | 0.0% | 0.00% | – | |
CXW | CORECIVIC INC | $1,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
CORV | CORREVIO PHARMA CORP | $0 | – | 50 | 0.0% | 0.00% | – | |
CY | CYPRESS SEMICONDUCTOR CORP | $0 | – | 25 | 0.0% | 0.00% | – | |
CYTR | CYTRX CORP | $0 | – | 125 | 0.0% | 0.00% | – | |
DECK | DECKERS OUTDOOR CORP | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
FANG | DIAMONDBACK ENERGY INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
DFBG | DIFFERENTIAL BRANDS GROUP IN | $0 | – | 16 | 0.0% | 0.00% | – | |
DGLY | DIGITAL ALLY INC | $0 | – | 42 | 0.0% | 0.00% | – | |
EVRG | EVERGY INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
FCF | FIRST COMWLTH FINL CORP PA | $0 | – | 11 | 0.0% | 0.00% | – | |
SVVC | FIRSTHAND TECH VALUE FD INC | $0 | – | 20 | 0.0% | 0.00% | – | |
FRPT | FRESHPET INC | $0 | – | 4 | 0.0% | 0.00% | – | |
GWPH | GW PHARMACEUTICALS PLCads | $1,000 | – | 3 | 0.0% | 0.00% | – | |
GME | GAMESTOP CORP NEWcl a | $1,000 | 0.0% | 84 | 0.0% | 0.00% | – | |
GMWSB | GENERAL MTRS CO*w exp 07/10/201 | $0 | – | 11 | 0.0% | 0.00% | – | |
GNUS | GENIUS BRANDS INTL INC | $0 | – | 1 | 0.0% | 0.00% | – | |
GPRO | GOPRO INCcl a | $0 | – | 20 | 0.0% | 0.00% | – | |
GWRE | GUIDEWIRE SOFTWARE INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
HRI | HERC HLDGS INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
VLT | INVESCO HIGH INCOME TR II | $1,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
IWN | ISHARES TRrus 2000 val etf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
JAX | J ALEXANDERS HLDGS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
KEYS | KEYSIGHT TECHNOLOGIES INC | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
KBA | KRANESHARES TRbosera msci ch | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
KR | KROGER CO | $0 | – | 17 | 0.0% | 0.00% | – | |
LM | LEGG MASON INC | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
LPNT | LIFEPOINT HEALTH INC | $1,000 | – | 10 | 0.0% | 0.00% | – | |
MTW | MANITOWOC CO INC | $1,000 | 0.0% | 49 | 0.0% | 0.00% | – | |
MNKD | MANNKIND CORP | $0 | – | 260 | 0.0% | 0.00% | – | |
MXF | MEXICO FD INC | $0 | – | 2 | 0.0% | 0.00% | – | |
CAF | MORGAN STANLEY CHINA A SH FD | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
NTAP | NETAPP INC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
NVAX | NOVAVAX INC | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
NQP | NUVEEN PENNSYLVANIA QLT MUN | $1,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
JCPNQ | PENNEY J C INC | $0 | -100.0% | 258 | 0.0% | 0.00% | – | |
PTXTQ | PERNIX THERAPEUTICS HLDGS IN | $0 | – | 6 | 0.0% | 0.00% | – | |
PF | PINNACLE FOODS INC DEL | $0 | – | 5 | 0.0% | 0.00% | – | |
POLY | PLANTRONICS INC NEW | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
PLUG | PLUG POWER INC | $0 | – | 10 | 0.0% | 0.00% | – | |
SDOW | PROSHARES TRultrapro dow 30 | $1,000 | -50.0% | 100 | 0.0% | 0.00% | -100.0% | |
QRVO | QORVO INC | $0 | – | 3 | 0.0% | 0.00% | – | |
RMBS | RAMBUS INC DEL | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
GOLD | RANDGOLD RES LTDadr | $0 | – | 5 | 0.0% | 0.00% | – | |
RRC | RANGE RES CORP | $1,000 | 0.0% | 64 | 0.0% | 0.00% | – | |
ROK | ROCKWELL AUTOMATION INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
RCKY | ROCKY BRANDS INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
RDSA | ROYAL DUTCH SHELL PLCspons adr a | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
JNK | SPDR SERIES TRUSTbloomberg brclys | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
GCVRZ | SANOFIright 12/31/2020 | $0 | – | 100 | 0.0% | 0.00% | – | |
SLS | SELLAS LIFE SCIENCES GROUP I | $0 | – | 4 | 0.0% | 0.00% | – | |
SXT | SENSIENT TECHNOLOGIES CORP | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
SHW | SHERWIN WILLIAMS CO | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
SONY | SONY CORPsponsored adr | $0 | – | 5 | 0.0% | 0.00% | – | |
S | SPRINT CORP | $1,000 | 0.0% | 132 | 0.0% | 0.00% | – | |
SRT | STARTEK INC | $0 | – | 50 | 0.0% | 0.00% | – | |
SXC | SUNCOKE ENERGY INC | $0 | – | 5 | 0.0% | 0.00% | – | |
RJA | SWEDISH EXPT CR CORProg agri etn22 | $0 | – | 46 | 0.0% | 0.00% | – | |
TEN | TENNECO INC | $0 | – | 8 | 0.0% | 0.00% | – | |
DDD | 3-D SYS CORP DEL | $1,000 | 0.0% | 62 | 0.0% | 0.00% | – | |
UAL | UNITED CONTL HLDGS INC | $0 | – | 5 | 0.0% | 0.00% | – | |
X | UNITED STATES STL CORP NEW | $0 | – | 8 | 0.0% | 0.00% | – | |
VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
WMIH | WMIH CORP | $0 | – | 33 | 0.0% | 0.00% | – | |
WPRT | WESTPORT FUEL SYSTEMS INC | $0 | – | 50 | 0.0% | 0.00% | – | |
EUSC | WISDOMTREE TReur hdg smlcap | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
WYNN | WYNN RESORTS LTD | $0 | -100.0% | 3 | 0.0% | 0.00% | – | |
XRX | XEROX CORP | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
NBR | NABORS INDUSTRIES LTD | $0 | – | 50 | 0.0% | 0.00% | – | |
NVT | NVENT ELECTRIC PLC | $0 | – | 10 | 0.0% | 0.00% | – | |
CHKP | CHECK POINT SOFTWARE TECH LTord | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
FLEX | FLEX LTDord | $1,000 | 0.0% | 81 | 0.0% | 0.00% | – | |
GLOP | GASLOG PARTNERS LPunit ltd ptnrp | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-08
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 36 | Q3 2023 | 7.7% |
SCHWAB STRATEGIC TR | 36 | Q3 2023 | 7.7% |
MICROSOFT CORP | 36 | Q3 2023 | 3.8% |
SCHWAB STRATEGIC TR | 36 | Q3 2023 | 5.9% |
SCHWAB STRATEGIC TR | 36 | Q3 2023 | 2.8% |
SCHWAB STRATEGIC TR | 36 | Q3 2023 | 4.1% |
SCHWAB STRATEGIC TR | 36 | Q3 2023 | 13.0% |
MCDONALDS CORP | 36 | Q3 2023 | 2.7% |
WELLS FARGO CO NEW | 36 | Q3 2023 | 2.9% |
PEPSICO INC | 36 | Q3 2023 | 2.5% |
View VALLEY NATIONAL ADVISERS INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-19 |
13F-HR | 2024-01-25 |
13F-HR | 2023-11-13 |
13F-HR | 2023-07-31 |
13F-HR | 2023-04-26 |
13F-HR | 2023-01-12 |
13F-HR | 2022-11-08 |
13F-HR | 2022-07-15 |
13F-HR | 2022-05-06 |
13F-HR | 2022-02-11 |
View VALLEY NATIONAL ADVISERS 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.