$164 Million is the total value of HC FINANCIAL ADVISORS INC's 353 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 18.1% . HC FINANCIAL ADVISORS INC is a registered-investment adviser.
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $11,579,000 | -8.9% | 240,171 | -6.9% | 7.06% | -13.4% |
AAPL | Sell | APPLE INC | $7,363,000 | -12.4% | 60,276 | -4.9% | 4.49% | -16.7% |
V | Sell | VISA INC | $5,650,000 | -5.3% | 26,683 | -2.2% | 3.44% | -10.0% |
MSFT | Sell | MICROSOFT CORP | $5,398,000 | +0.8% | 22,893 | -4.9% | 3.29% | -4.1% |
BNL | New | BROADSTONE NET LEASE INC | $5,286,000 | – | 288,863 | +100.0% | 3.22% | – |
DIS | Sell | DISNEY WALT CO | $5,106,000 | -5.1% | 27,671 | -6.8% | 3.11% | -9.7% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $4,838,000 | +20.6% | 25,670 | +12.7% | 2.95% | +14.7% |
NFRA | Buy | FLEXSHARES TRstoxx globr inf | $4,653,000 | +17.5% | 82,902 | +12.5% | 2.84% | +11.7% |
HD | Sell | HOME DEPOT INC | $4,429,000 | +13.0% | 14,509 | -1.7% | 2.70% | +7.5% |
NTRS | Sell | NORTHERN TR CORP | $3,583,000 | +11.5% | 34,089 | -1.2% | 2.18% | +6.0% |
HON | Sell | HONEYWELL INTL INC | $3,343,000 | +0.1% | 15,402 | -1.9% | 2.04% | -4.8% |
PNC | Sell | PNC FINL SVCS GROUP INC | $3,331,000 | +17.7% | 18,987 | -0.0% | 2.03% | +12.0% |
CAT | CATERPILLAR INC | $3,233,000 | +27.4% | 13,945 | 0.0% | 1.97% | +21.1% | |
FDX | Sell | FEDEX CORP | $3,214,000 | +7.8% | 11,316 | -1.5% | 1.96% | +2.5% |
GOOG | Sell | ALPHABET INCcap stk cl c | $3,194,000 | +6.9% | 1,544 | -9.5% | 1.95% | +1.6% |
USB | Buy | US BANCORP DEL | $3,024,000 | +21.5% | 54,678 | +2.3% | 1.84% | +15.5% |
JNJ | Sell | JOHNSON & JOHNSON | $2,899,000 | +2.8% | 17,636 | -1.5% | 1.77% | -2.2% |
QDF | Buy | FLEXSHARES TRqualt divd idx | $2,889,000 | +18.9% | 54,205 | +10.4% | 1.76% | +13.1% |
DUK | Buy | DUKE ENERGY CORP NEW | $2,881,000 | +6.2% | 29,843 | +0.7% | 1.76% | +0.9% |
AMZN | Sell | AMAZON COM INC | $2,782,000 | -5.9% | 899 | -1.0% | 1.70% | -10.5% |
BDX | Sell | BECTON DICKINSON & CO | $2,550,000 | -7.4% | 10,489 | -4.7% | 1.56% | -11.9% |
AMGN | Sell | AMGEN INC | $2,492,000 | +7.5% | 10,016 | -0.6% | 1.52% | +2.2% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $2,437,000 | +5.0% | 41,909 | +6.1% | 1.49% | -0.1% |
ACN | Sell | ACCENTURE PLC IRELAND | $2,383,000 | +4.4% | 8,627 | -1.3% | 1.45% | -0.7% |
PFE | Buy | PFIZER INC | $2,381,000 | +2.7% | 65,712 | +4.3% | 1.45% | -2.3% |
HBAN | Sell | HUNTINGTON BANCSHARES INC | $2,348,000 | +23.2% | 149,366 | -1.0% | 1.43% | +17.1% |
DES | Sell | WISDOMTREE TRus smallcap divd | $2,225,000 | +14.8% | 71,422 | -2.0% | 1.36% | +9.2% |
MMM | Buy | 3M CO | $2,001,000 | +13.2% | 10,387 | +2.7% | 1.22% | +7.7% |
EL | Sell | LAUDER ESTEE COS INCcl a | $1,958,000 | +5.7% | 6,732 | -3.3% | 1.19% | +0.5% |
SBUX | Sell | STARBUCKS CORP | $1,930,000 | +1.9% | 17,661 | -0.3% | 1.18% | -3.0% |
EFG | Sell | ISHARES TReafe grwth etf | $1,880,000 | -7.8% | 18,710 | -7.3% | 1.15% | -12.3% |
MCD | Sell | MCDONALDS CORP | $1,859,000 | +3.0% | 8,292 | -1.4% | 1.13% | -2.1% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $1,763,000 | +16.3% | 855 | -1.2% | 1.08% | +10.6% |
PEP | Sell | PEPSICO INC | $1,749,000 | -6.2% | 12,367 | -1.7% | 1.07% | -10.9% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $1,746,000 | -12.1% | 3,673 | -7.6% | 1.06% | -16.5% |
NVS | Buy | NOVARTIS AGsponsored adr | $1,700,000 | -7.5% | 19,888 | +2.3% | 1.04% | -12.1% |
PG | Sell | PROCTER AND GAMBLE CO | $1,658,000 | -4.9% | 12,242 | -2.3% | 1.01% | -9.5% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,526,000 | +22.0% | 19,752 | +12.9% | 0.93% | +16.0% |
IEFA | Sell | ISHARES TRcore msci eafe | $1,482,000 | -7.1% | 20,572 | -10.9% | 0.90% | -11.6% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,474,000 | +15.2% | 23,347 | +13.2% | 0.90% | +9.6% |
CMCSA | Sell | COMCAST CORP NEWcl a | $1,472,000 | +2.9% | 27,207 | -0.3% | 0.90% | -2.2% |
COST | Sell | COSTCO WHSL CORP NEW | $1,427,000 | -12.3% | 4,050 | -6.2% | 0.87% | -16.6% |
SYK | Sell | STRYKER CORPORATION | $1,325,000 | -2.5% | 5,440 | -1.9% | 0.81% | -7.2% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $1,318,000 | +21.3% | 22,511 | +21.1% | 0.80% | +15.4% |
NKE | Sell | NIKE INCcl b | $1,288,000 | -8.2% | 9,691 | -2.3% | 0.78% | -12.7% |
ABT | Sell | ABBOTT LABS | $1,250,000 | +7.9% | 10,431 | -1.5% | 0.76% | +2.6% |
WDAY | WORKDAY INCcl a | $1,241,000 | +3.7% | 4,995 | 0.0% | 0.76% | -1.3% | |
IWR | ISHARES TRrus mid cap etf | $1,242,000 | +7.8% | 16,800 | 0.0% | 0.76% | +2.4% | |
CSCO | Sell | CISCO SYS INC | $1,164,000 | +13.7% | 22,512 | -1.6% | 0.71% | +8.2% |
IWB | Sell | ISHARES TRrus 1000 etf | $1,144,000 | +5.3% | 5,110 | -0.4% | 0.70% | +0.1% |
ICSH | Sell | ISHARES TRblackrock ultra | $1,090,000 | -1.4% | 21,577 | -1.3% | 0.66% | -6.1% |
VV | Sell | VANGUARD INDEX FDSlarge cap etf | $1,037,000 | +5.2% | 5,597 | -0.3% | 0.63% | 0.0% |
FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $1,037,000 | +9.6% | 32,294 | 0.0% | 0.63% | +4.3% | |
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $982,000 | +10.2% | 3,844 | 0.0% | 0.60% | +4.9% | |
PWB | Buy | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $839,000 | +3.8% | 12,323 | +3.1% | 0.51% | -1.4% |
STZ | Sell | CONSTELLATION BRANDS INCcl a | $821,000 | -3.0% | 3,602 | -6.7% | 0.50% | -7.6% |
EZM | Sell | WISDOMTREE TRus midcap fund | $811,000 | +0.5% | 15,914 | -14.3% | 0.49% | -4.4% |
CL | Sell | COLGATE PALMOLIVE CO | $806,000 | -11.4% | 10,219 | -4.0% | 0.49% | -15.8% |
VYM | VANGUARD WHITEHALL FDShigh div yld | $609,000 | +10.5% | 6,026 | 0.0% | 0.37% | +5.1% | |
CVX | Sell | CHEVRON CORP NEW | $560,000 | +21.7% | 5,343 | -1.8% | 0.34% | +15.6% |
SPY | SPDR S&P 500 ETF TRtr unit | $558,000 | +6.1% | 1,407 | 0.0% | 0.34% | +0.9% | |
BNDX | VANGUARD CHARLOTTE FDSintl bd idx etf | $548,000 | -2.5% | 9,600 | 0.0% | 0.33% | -7.2% | |
PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $520,000 | +2.8% | 3,427 | -9.8% | 0.32% | -2.2% |
DON | Sell | WISDOMTREE TRus midcap divid | $517,000 | +6.4% | 12,790 | -8.4% | 0.32% | +1.0% |
SCHZ | SCHWAB STRATEGIC TRus aggregate b | $513,000 | -3.8% | 9,515 | 0.0% | 0.31% | -8.5% | |
BNDC | Buy | FLEXSHARES TRcre slct bd fd | $412,000 | +69.5% | 15,877 | +76.6% | 0.25% | +60.9% |
NEE | Buy | NEXTERA ENERGY INC | $343,000 | +3.9% | 4,530 | +6.0% | 0.21% | -1.4% |
WFC | Sell | WELLS FARGO CO NEW | $269,000 | +23.4% | 6,894 | -4.5% | 0.16% | +17.1% |
STIP | ISHARES TR0-5 yr tips etf | $267,000 | +1.1% | 2,527 | 0.0% | 0.16% | -3.6% | |
PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $263,000 | +9.1% | 5,688 | 0.0% | 0.16% | +3.9% | |
ORCL | ORACLE CORP | $226,000 | +8.7% | 3,217 | 0.0% | 0.14% | +3.8% | |
SCHD | SCHWAB STRATEGIC TRus dividend eq | $226,000 | +13.6% | 3,100 | 0.0% | 0.14% | +7.8% | |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $225,000 | +6.1% | 2,328 | +0.1% | 0.14% | +0.7% |
PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $219,000 | +22.3% | 1,240 | +4.6% | 0.13% | +16.5% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $210,000 | +1.9% | 659 | +0.5% | 0.13% | -3.0% |
FB | FACEBOOK INCcl a | $206,000 | +7.9% | 700 | 0.0% | 0.13% | +3.3% | |
GLD | SPDR GOLD TR | $193,000 | -10.2% | 1,206 | 0.0% | 0.12% | -14.5% | |
BAC | BK OF AMERICA CORP | $188,000 | +27.9% | 4,860 | 0.0% | 0.12% | +22.3% | |
MRK | MERCK & CO. INC | $180,000 | -5.8% | 2,332 | 0.0% | 0.11% | -9.8% | |
TMO | THERMO FISHER SCIENTIFIC INC | $178,000 | -2.2% | 391 | 0.0% | 0.11% | -6.8% | |
PGR | PROGRESSIVE CORP | $174,000 | -3.3% | 1,824 | 0.0% | 0.11% | -7.8% | |
QCOM | QUALCOMM INC | $171,000 | -12.8% | 1,289 | 0.0% | 0.10% | -17.5% | |
ESG | Buy | FLEXSHARES TRstox esg index | $167,000 | +7.1% | 1,710 | +0.3% | 0.10% | +2.0% |
KO | Sell | COCA COLA CO | $162,000 | -17.3% | 3,076 | -13.9% | 0.10% | -21.4% |
ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $156,000 | +26.8% | 321 | 0.0% | 0.10% | +20.3% | |
EMB | ISHARES TRjpmorgan usd emg | $143,000 | -5.9% | 1,309 | 0.0% | 0.09% | -10.3% | |
XOM | Sell | EXXON MOBIL CORP | $141,000 | +6.0% | 2,531 | -21.3% | 0.09% | +1.2% |
KSU | KANSAS CITY SOUTHERN | $138,000 | +30.2% | 521 | 0.0% | 0.08% | +23.5% | |
DGX | QUEST DIAGNOSTICS INC | $138,000 | +7.0% | 1,079 | 0.0% | 0.08% | +1.2% | |
IBM | INTERNATIONAL BUSINESS MACHS | $133,000 | +5.6% | 1,001 | 0.0% | 0.08% | 0.0% | |
JPM | JPMORGAN CHASE & CO | $132,000 | +20.0% | 868 | 0.0% | 0.08% | +12.7% | |
PYPL | PAYPAL HLDGS INC | $124,000 | +4.2% | 510 | 0.0% | 0.08% | 0.0% | |
AGG | Buy | ISHARES TRcore us aggbd et | $119,000 | -2.5% | 1,049 | +1.4% | 0.07% | -6.4% |
ICF | ISHARES TRcohen steer reit | $119,000 | +7.2% | 2,064 | 0.0% | 0.07% | +2.8% | |
IVV | Sell | ISHARES TRcore s&p500 etf | $114,000 | -38.7% | 286 | -42.3% | 0.07% | -42.0% |
T | Sell | AT&T INC | $110,000 | -25.7% | 3,624 | -29.3% | 0.07% | -29.5% |
VTI | VANGUARD INDEX FDStotal stk mkt | $105,000 | +6.1% | 507 | 0.0% | 0.06% | +1.6% | |
WORK | Buy | SLACK TECHNOLOGIES INC | $101,000 | +7.4% | 2,482 | +11.6% | 0.06% | +3.3% |
INGN | Sell | INOGEN INC | $100,000 | -18.0% | 1,897 | -30.4% | 0.06% | -21.8% |
SCZ | ISHARES TReafe sml cp etf | $98,000 | +5.4% | 1,360 | 0.0% | 0.06% | 0.0% | |
SPTI | Sell | SPDR SER TRportfli intrmdit | $99,000 | -27.2% | 3,083 | -25.2% | 0.06% | -31.0% |
EPD | ENTERPRISE PRODS PARTNERS L | $97,000 | +12.8% | 4,400 | 0.0% | 0.06% | +7.3% | |
TDTT | Sell | FLEXSHARES TRiboxx 3r targt | $92,000 | -22.7% | 3,488 | -23.6% | 0.06% | -26.3% |
TSCO | TRACTOR SUPPLY CO | $89,000 | +27.1% | 500 | 0.0% | 0.05% | +20.0% | |
VO | VANGUARD INDEX FDSmid cap etf | $87,000 | +6.1% | 395 | 0.0% | 0.05% | 0.0% | |
EMR | EMERSON ELEC CO | $80,000 | +12.7% | 888 | 0.0% | 0.05% | +6.5% | |
SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $80,000 | +6.7% | 828 | 0.0% | 0.05% | +2.1% | |
AAP | ADVANCE AUTO PARTS INC | $80,000 | +15.9% | 436 | 0.0% | 0.05% | +11.4% | |
AN | AUTONATION INC | $79,000 | +33.9% | 850 | 0.0% | 0.05% | +26.3% | |
EFA | Buy | ISHARES TRmsci eafe etf | $77,000 | +16.7% | 1,019 | +13.2% | 0.05% | +11.9% |
IQDF | FLEXSHARES TRintl qltdv idx | $76,000 | +7.0% | 2,940 | 0.0% | 0.05% | 0.0% | |
WM | WASTE MGMT INC DEL | $75,000 | +10.3% | 579 | 0.0% | 0.05% | +4.5% | |
PCAR | Sell | PACCAR INC | $76,000 | -3.8% | 816 | -10.9% | 0.05% | -9.8% |
VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $73,000 | -47.5% | 1,483 | -49.7% | 0.04% | -49.4% |
INTC | Sell | INTEL CORP | $73,000 | -93.7% | 1,145 | -95.1% | 0.04% | -93.9% |
PLD | PROLOGIS INC. | $73,000 | +7.4% | 687 | 0.0% | 0.04% | +2.3% | |
TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $71,000 | +9.2% | 600 | 0.0% | 0.04% | +2.4% | |
IWC | Sell | ISHARES TRmicro-cap etf | $67,000 | -6.9% | 459 | -24.6% | 0.04% | -10.9% |
NOC | NORTHROP GRUMMAN CORP | $66,000 | +6.5% | 203 | 0.0% | 0.04% | 0.0% | |
MNA | INDEXIQ ETF TRiq mrgr arb etf | $64,000 | -1.5% | 1,937 | 0.0% | 0.04% | -7.1% | |
ESGE | Buy | ISHARES INCesg awr msci em | $63,000 | +5.0% | 1,466 | +2.8% | 0.04% | 0.0% |
UNP | UNION PAC CORP | $62,000 | +5.1% | 283 | 0.0% | 0.04% | 0.0% | |
CHE | CHEMED CORP NEW | $61,000 | -12.9% | 132 | 0.0% | 0.04% | -17.8% | |
LBRDK | LIBERTY BROADBAND CORP | $55,000 | -5.2% | 367 | 0.0% | 0.03% | -8.1% | |
AMT | AMERICAN TOWER CORP NEW | $56,000 | +5.7% | 234 | 0.0% | 0.03% | 0.0% | |
VNQ | VANGUARD INDEX FDSreal estate etf | $54,000 | +8.0% | 589 | 0.0% | 0.03% | +3.1% | |
VB | VANGUARD INDEX FDSsmall cp etf | $53,000 | +10.4% | 246 | 0.0% | 0.03% | +3.2% | |
EW | EDWARDS LIFESCIENCES CORP | $53,000 | -8.6% | 636 | 0.0% | 0.03% | -13.5% | |
EFV | ISHARES TReafe value etf | $51,000 | +6.2% | 1,010 | 0.0% | 0.03% | 0.0% | |
STT | Sell | STATE STR CORP | $50,000 | -32.4% | 600 | -41.1% | 0.03% | -36.2% |
VBR | VANGUARD INDEX FDSsm cp val etf | $49,000 | +16.7% | 297 | 0.0% | 0.03% | +11.1% | |
AWK | AMERICAN WTR WKS CO INC NEW | $50,000 | -2.0% | 335 | 0.0% | 0.03% | -9.1% | |
UL | UNILEVER PLCspon adr new | $47,000 | -7.8% | 839 | 0.0% | 0.03% | -12.1% | |
CTXS | CITRIX SYS INC | $48,000 | +9.1% | 342 | 0.0% | 0.03% | +3.6% | |
AVGO | BROADCOM INC | $46,000 | +4.5% | 100 | 0.0% | 0.03% | 0.0% | |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $45,000 | +9.8% | 605 | +0.3% | 0.03% | +3.8% |
MDT | MEDTRONIC PLC | $45,000 | 0.0% | 385 | 0.0% | 0.03% | -6.9% | |
NSC | Sell | NORFOLK SOUTHN CORP | $43,000 | -23.2% | 160 | -32.5% | 0.03% | -27.8% |
DHR | Sell | DANAHER CORPORATION | $42,000 | -25.0% | 188 | -26.0% | 0.03% | -27.8% |
MMP | MAGELLAN MIDSTREAM PRTNRS LP | $43,000 | +2.4% | 1,000 | 0.0% | 0.03% | -3.7% | |
OTIS | OTIS WORLDWIDE CORP | $41,000 | 0.0% | 604 | 0.0% | 0.02% | -3.8% | |
ABBV | ABBVIE INC | $41,000 | 0.0% | 378 | 0.0% | 0.02% | -3.8% | |
TMUS | T-MOBILE US INC | $41,000 | -8.9% | 330 | 0.0% | 0.02% | -13.8% | |
ALXN | ALEXION PHARMACEUTICALS INC | $41,000 | -2.4% | 271 | 0.0% | 0.02% | -7.4% | |
WMT | WALMART INC | $41,000 | -4.7% | 300 | 0.0% | 0.02% | -10.7% | |
MCK | Sell | MCKESSON CORP | $40,000 | -43.7% | 206 | -49.3% | 0.02% | -47.8% |
ADSK | AUTODESK INC | $39,000 | -7.1% | 139 | 0.0% | 0.02% | -11.1% | |
CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $37,000 | -5.1% | 474 | 0.0% | 0.02% | -8.0% | |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $37,000 | -9.8% | 215 | -12.2% | 0.02% | -11.5% |
PAYC | PAYCOM SOFTWARE INC | $37,000 | -17.8% | 100 | 0.0% | 0.02% | -20.7% | |
SDY | SPDR SER TRs&p divid etf | $37,000 | +12.1% | 315 | 0.0% | 0.02% | +9.5% | |
DE | DEERE & CO | $37,000 | +37.0% | 100 | 0.0% | 0.02% | +35.3% | |
BIDU | BAIDU INCspon adr rep a | $38,000 | 0.0% | 175 | 0.0% | 0.02% | -4.2% | |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $37,000 | +15.6% | 77 | 0.0% | 0.02% | +9.5% | |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $36,000 | +5.9% | 565 | 0.0% | 0.02% | 0.0% | |
RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $36,000 | +33.3% | 752 | +22.3% | 0.02% | +29.4% |
NLY | ANNALY CAPITAL MANAGEMENT IN | $34,000 | 0.0% | 4,000 | 0.0% | 0.02% | -4.5% | |
CNI | CANADIAN NATL RY CO | $35,000 | +6.1% | 300 | 0.0% | 0.02% | 0.0% | |
CCI | CROWN CASTLE INTL CORP NEW | $34,000 | +6.2% | 198 | 0.0% | 0.02% | 0.0% | |
NTES | NETEASE INCsponsored ads | $35,000 | +6.1% | 340 | 0.0% | 0.02% | 0.0% | |
ZION | ZIONS BANCORPORATION N A | $34,000 | +25.9% | 613 | 0.0% | 0.02% | +23.5% | |
XLP | SELECT SECTOR SPDR TRsbi cons stpls | $34,000 | +3.0% | 494 | 0.0% | 0.02% | 0.0% | |
MINT | PIMCO ETF TRenhan shrt ma ac | $32,000 | 0.0% | 310 | 0.0% | 0.02% | -4.8% | |
PPG | PPG INDS INC | $30,000 | +3.4% | 200 | 0.0% | 0.02% | -5.3% | |
PLUG | PLUG POWER INC | $30,000 | +7.1% | 840 | 0.0% | 0.02% | 0.0% | |
FSKR | FS KKR CAP CORP II | $30,000 | +15.4% | 1,558 | 0.0% | 0.02% | +5.9% | |
SCHW | SCHWAB CHARLES CORP | $30,000 | +25.0% | 455 | 0.0% | 0.02% | +20.0% | |
A | AGILENT TECHNOLOGIES INC | $29,000 | +7.4% | 228 | 0.0% | 0.02% | +5.9% | |
CRM | SALESFORCE COM INC | $28,000 | -3.4% | 132 | 0.0% | 0.02% | -10.5% | |
TWLO | TWILIO INCcl a | $27,000 | 0.0% | 80 | 0.0% | 0.02% | -5.9% | |
O | REALTY INCOME CORP | $27,000 | +3.8% | 420 | 0.0% | 0.02% | -5.9% | |
NYT | NEW YORK TIMES COcl a | $26,000 | -3.7% | 521 | 0.0% | 0.02% | -5.9% | |
RTP | New | REINVENT TECHNOLOGY PARTNERScl a | $26,000 | – | 2,570 | +100.0% | 0.02% | – |
NEOG | NEOGEN CORP | $27,000 | +12.5% | 300 | 0.0% | 0.02% | +6.7% | |
ODFL | OLD DOMINION FREIGHT LINE IN | $25,000 | +25.0% | 102 | 0.0% | 0.02% | +15.4% | |
AZN | ASTRAZENECA PLCsponsored adr | $25,000 | 0.0% | 500 | 0.0% | 0.02% | -6.2% | |
TXN | TEXAS INSTRS INC | $25,000 | +19.0% | 130 | 0.0% | 0.02% | +15.4% | |
SUN | SUNOCO LP/SUNOCO FIN CORP | $24,000 | +9.1% | 750 | 0.0% | 0.02% | +7.1% | |
WTRG | ESSENTIAL UTILS INC | $24,000 | -4.0% | 531 | 0.0% | 0.02% | -6.2% | |
ALL | ALLSTATE CORP | $23,000 | +4.5% | 200 | 0.0% | 0.01% | 0.0% | |
BKNG | Sell | BOOKING HOLDINGS INC | $23,000 | -53.1% | 10 | -54.5% | 0.01% | -54.8% |
SRE | SEMPRA ENERGY | $22,000 | +4.8% | 167 | 0.0% | 0.01% | 0.0% | |
BAX | BAXTER INTL INC | $21,000 | +5.0% | 250 | 0.0% | 0.01% | 0.0% | |
NGG | NATIONAL GRID PLCsponsored adr ne | $22,000 | 0.0% | 366 | 0.0% | 0.01% | -7.1% | |
HYG | ISHARES TRiboxx hi yd etf | $21,000 | 0.0% | 236 | 0.0% | 0.01% | 0.0% | |
CSX | Buy | CSX CORP | $21,000 | +5.0% | 218 | +0.5% | 0.01% | 0.0% |
BX | BLACKSTONE GROUP INC | $22,000 | +15.8% | 300 | 0.0% | 0.01% | +8.3% | |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $21,000 | 0.0% | 404 | -1.7% | 0.01% | 0.0% |
AMAT | APPLIED MATLS INC | $20,000 | +53.8% | 150 | 0.0% | 0.01% | +50.0% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $20,000 | -4.8% | 32 | 0.0% | 0.01% | -7.7% | |
AFL | AFLAC INC | $20,000 | +11.1% | 400 | 0.0% | 0.01% | 0.0% | |
ICLR | Sell | ICON PLC | $20,000 | -48.7% | 100 | -50.0% | 0.01% | -52.0% |
FAST | FASTENAL CO | $20,000 | 0.0% | 400 | 0.0% | 0.01% | -7.7% | |
MU | MICRON TECHNOLOGY INC | $18,000 | +20.0% | 200 | 0.0% | 0.01% | +10.0% | |
ABC | AMERISOURCEBERGEN CORP | $18,000 | +20.0% | 150 | 0.0% | 0.01% | +10.0% | |
FLO | Buy | FLOWERS FOODS INC | $18,000 | +5.9% | 750 | +0.8% | 0.01% | 0.0% |
GD | GENERAL DYNAMICS CORP | $18,000 | +20.0% | 101 | 0.0% | 0.01% | +10.0% | |
WOOD | ISHARES TRgl timb fore etf | $18,000 | +5.9% | 215 | 0.0% | 0.01% | 0.0% | |
TDOC | TELADOC HEALTH INC | $18,000 | -10.0% | 100 | 0.0% | 0.01% | -15.4% | |
PEGA | PEGASYSTEMS INC | $17,000 | -15.0% | 150 | 0.0% | 0.01% | -23.1% | |
IJT | ISHARES TRs&p sml 600 gwt | $17,000 | +6.2% | 136 | 0.0% | 0.01% | 0.0% | |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $17,000 | +13.3% | 168 | 0.0% | 0.01% | 0.0% | |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $17,000 | 0.0% | 75 | 0.0% | 0.01% | -9.1% | |
GM | GENERAL MTRS CO | $17,000 | +41.7% | 300 | 0.0% | 0.01% | +25.0% | |
FRPT | FRESHPET INC | $16,000 | +14.3% | 100 | 0.0% | 0.01% | +11.1% | |
IP | INTERNATIONAL PAPER CO | $16,000 | +6.7% | 300 | 0.0% | 0.01% | 0.0% | |
KDP | KEURIG DR PEPPER INC | $17,000 | +6.2% | 500 | 0.0% | 0.01% | 0.0% | |
WSO | WATSCO INC | $17,000 | +13.3% | 66 | 0.0% | 0.01% | 0.0% | |
PSXP | PHILLIPS 66 PARTNERS LP | $16,000 | +23.1% | 500 | 0.0% | 0.01% | +25.0% | |
PCTY | PAYLOCITY HLDG CORP | $17,000 | -10.5% | 92 | 0.0% | 0.01% | -16.7% | |
TOL | TOLL BROTHERS INC | $17,000 | +30.8% | 300 | 0.0% | 0.01% | +25.0% | |
COP | CONOCOPHILLIPS | $17,000 | +30.8% | 313 | 0.0% | 0.01% | +25.0% | |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $14,000 | 0.0% | 121 | 0.0% | 0.01% | 0.0% | |
CHKP | CHECK POINT SOFTWARE TECH LTord | $14,000 | -12.5% | 124 | 0.0% | 0.01% | -10.0% | |
LL | LUMBER LIQUIDATORS HLDGS INC | $15,000 | -16.7% | 600 | 0.0% | 0.01% | -25.0% | |
BMRC | Sell | BANK MARIN BANCORP | $14,000 | -26.3% | 358 | -35.8% | 0.01% | -25.0% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $15,000 | -61.5% | 56 | -66.9% | 0.01% | -64.0% |
MMS | MAXIMUS INC | $15,000 | +25.0% | 166 | 0.0% | 0.01% | +12.5% | |
ET | ENERGY TRANSFER LP | $15,000 | +25.0% | 2,000 | 0.0% | 0.01% | +12.5% | |
IWM | Sell | ISHARES TRrussell 2000 etf | $15,000 | 0.0% | 70 | -11.4% | 0.01% | -10.0% |
AER | AERCAP HOLDINGS NV | $13,000 | +30.0% | 214 | 0.0% | 0.01% | +33.3% | |
CCEP | COCA COLA EUROPEAN PARTNERS | $13,000 | 0.0% | 255 | 0.0% | 0.01% | 0.0% | |
IJK | ISHARES TRs&p mc 400gr etf | $13,000 | +8.3% | 160 | 0.0% | 0.01% | 0.0% | |
POWI | POWER INTEGRATIONS INC | $13,000 | 0.0% | 164 | 0.0% | 0.01% | 0.0% | |
BSCM | INVESCO EXCH TRD SLF IDX FD | $13,000 | 0.0% | 580 | 0.0% | 0.01% | 0.0% | |
BSCN | INVESCO EXCH TRD SLF IDX FD | $13,000 | 0.0% | 587 | 0.0% | 0.01% | 0.0% | |
VOD | VODAFONE GROUP PLC NEWsponsored adr | $13,000 | +8.3% | 718 | 0.0% | 0.01% | 0.0% | |
BSCO | INVESCO EXCH TRD SLF IDX FD | $13,000 | 0.0% | 585 | 0.0% | 0.01% | 0.0% | |
BSCP | INVESCO EXCH TRD SLF IDX FD | $13,000 | 0.0% | 586 | 0.0% | 0.01% | 0.0% | |
ROST | ROSS STORES INC | $13,000 | -7.1% | 112 | 0.0% | 0.01% | -11.1% | |
BSCQ | INVESCO EXCH TRD SLF IDX FD | $13,000 | 0.0% | 612 | 0.0% | 0.01% | 0.0% | |
SPSC | SPS COMM INC | $13,000 | -7.1% | 128 | 0.0% | 0.01% | -11.1% | |
BSCR | INVESCO EXCH TRD SLF IDX FD | $13,000 | 0.0% | 602 | 0.0% | 0.01% | 0.0% | |
BSCS | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $13,000 | -7.1% | 573 | 0.0% | 0.01% | -11.1% | |
DEO | Sell | DIAGEO PLCspon adr new | $13,000 | -59.4% | 79 | -60.3% | 0.01% | -61.9% |
XLK | SELECT SECTOR SPDR TRtechnology | $13,000 | +8.3% | 95 | 0.0% | 0.01% | 0.0% | |
TER | TERADYNE INC | $12,000 | 0.0% | 100 | 0.0% | 0.01% | -12.5% | |
UBER | Sell | UBER TECHNOLOGIES INC | $12,000 | +9.1% | 212 | -0.9% | 0.01% | 0.0% |
VFF | VILLAGE FARMS INTL INC | $12,000 | +20.0% | 941 | 0.0% | 0.01% | +16.7% | |
ROL | ROLLINS INC | $12,000 | -7.7% | 337 | 0.0% | 0.01% | -12.5% | |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $12,000 | 0.0% | 73 | 0.0% | 0.01% | -12.5% | |
BSCL | INVESCO EXCH TRD SLF IDX FD | $12,000 | 0.0% | 585 | 0.0% | 0.01% | -12.5% | |
SPLG | SPDR SER TRportfolio s&p500 | $11,000 | +10.0% | 229 | 0.0% | 0.01% | +16.7% | |
VIAC | VIACOMCBS INCcl b | $12,000 | +20.0% | 265 | 0.0% | 0.01% | +16.7% | |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $12,000 | -33.3% | 45 | -36.6% | 0.01% | -41.7% |
FIVE | FIVE BELOW INC | $11,000 | +10.0% | 56 | 0.0% | 0.01% | +16.7% | |
WY | WEYERHAEUSER CO MTN BE | $11,000 | 0.0% | 320 | 0.0% | 0.01% | 0.0% | |
TECH | BIO-TECHNE CORP | $11,000 | +10.0% | 30 | 0.0% | 0.01% | +16.7% | |
PFF | ISHARES TRpfd and incm sec | $12,000 | 0.0% | 312 | 0.0% | 0.01% | -12.5% | |
WK | WORKIVA INC | $11,000 | -8.3% | 130 | 0.0% | 0.01% | -12.5% | |
CCMP | Sell | CMC MATERIALS INC | $11,000 | -38.9% | 60 | -50.0% | 0.01% | -41.7% |
PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $10,000 | +11.1% | 1,140 | 0.0% | 0.01% | 0.0% | |
GS | GOLDMAN SACHS GROUP INC | $10,000 | +25.0% | 30 | 0.0% | 0.01% | +20.0% | |
BAB | INVESCO EXCH TRADED FD TR IItaxable mun bd | $10,000 | 0.0% | 301 | 0.0% | 0.01% | 0.0% | |
RNRG | GLOBAL X FDSrenewable energy | $10,000 | -16.7% | 645 | 0.0% | 0.01% | -25.0% | |
DOV | Sell | DOVER CORP | $10,000 | -44.4% | 70 | -50.0% | 0.01% | -50.0% |
RBA | RITCHIE BROS AUCTIONEERS | $10,000 | -16.7% | 170 | 0.0% | 0.01% | -25.0% | |
PRLB | PROTO LABS INC | $10,000 | -16.7% | 80 | 0.0% | 0.01% | -25.0% | |
WSC | WILLSCOT MOBIL MINI HLDNG CO | $10,000 | +25.0% | 360 | 0.0% | 0.01% | +20.0% | |
ETY | EATON VANCE TAX-MANAGED DIVE | $10,000 | 0.0% | 800 | 0.0% | 0.01% | 0.0% | |
IGIB | ISHARES TR | $10,000 | 0.0% | 169 | 0.0% | 0.01% | 0.0% | |
PWR | QUANTA SVCS INC | $9,000 | +28.6% | 100 | 0.0% | 0.01% | +25.0% | |
HUM | HUMANA INC | $8,000 | 0.0% | 20 | 0.0% | 0.01% | 0.0% | |
DELL | DELL TECHNOLOGIES INCcl c | $8,000 | +14.3% | 90 | 0.0% | 0.01% | +25.0% | |
MSOS | New | ADVISORSHARES TRpure us cannabis | $9,000 | – | 220 | +100.0% | 0.01% | – |
NXST | NEXSTAR MEDIA GROUP INCcl a | $8,000 | +14.3% | 60 | 0.0% | 0.01% | +25.0% | |
MJ | ETF MANAGERS TRetfmg altr hrvst | $8,000 | +60.0% | 330 | 0.0% | 0.01% | +66.7% | |
IEP | ICAHN ENTERPRISES LPdepositary unit | $8,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% | |
BK | Sell | BANK NEW YORK MELLON CORP | $9,000 | -84.7% | 200 | -85.7% | 0.01% | -86.8% |
TILT | FLEXSHARES TRmornstar usmkt | $9,000 | +12.5% | 56 | 0.0% | 0.01% | 0.0% | |
SOR | SOURCE CAP INC | $8,000 | +14.3% | 174 | 0.0% | 0.01% | +25.0% | |
SASR | SANDY SPRING BANCORP INC | $8,000 | +33.3% | 190 | 0.0% | 0.01% | +25.0% | |
TROW | PRICE T ROWE GROUP INC | $9,000 | +12.5% | 50 | 0.0% | 0.01% | 0.0% | |
VMBS | VANGUARD SCOTTSDALE FDSmortg-back sec | $8,000 | 0.0% | 157 | 0.0% | 0.01% | 0.0% | |
NATI | NATIONAL INSTRS CORP | $6,000 | -14.3% | 150 | 0.0% | 0.00% | 0.0% | |
LOW | LOWES COS INC | $6,000 | +20.0% | 33 | 0.0% | 0.00% | +33.3% | |
K | KELLOGG CO | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
PACW | GREAT WESTN NATL BK PORTLAND | $6,000 | +50.0% | 150 | 0.0% | 0.00% | +33.3% | |
IJR | ISHARES TRcore s&p scp etf | $6,000 | +20.0% | 53 | 0.0% | 0.00% | +33.3% | |
IWP | Sell | ISHARES TRrus md cp gr etf | $7,000 | -12.5% | 67 | -18.3% | 0.00% | -20.0% |
PFS | PROVIDENT FINL SVCS INC | $6,000 | +20.0% | 266 | 0.0% | 0.00% | +33.3% | |
PEG | PUBLIC SVC ENTERPRISE GRP IN | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
RDN | RADIAN GROUP INC | $6,000 | +20.0% | 250 | 0.0% | 0.00% | +33.3% | |
SLB | SCHLUMBERGER LTD | $6,000 | +20.0% | 236 | 0.0% | 0.00% | +33.3% | |
SONO | SONOS INC | $7,000 | +40.0% | 200 | 0.0% | 0.00% | +33.3% | |
FMS | FRESENIUS MED CARE AG&CO KGAsponsored adr | $6,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
TSLA | Buy | TESLA INC | $7,000 | +75.0% | 10 | +100.0% | 0.00% | +33.3% |
EXPO | EXPONENT INC | $7,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
EA | ELECTRONIC ARTS INC | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
CASS | CASS INFORMATION SYS INC | $6,000 | +20.0% | 128 | 0.0% | 0.00% | +33.3% | |
BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $6,000 | -14.3% | 80 | 0.0% | 0.00% | 0.0% | |
AXP | Sell | AMERICAN EXPRESS CO | $7,000 | -93.6% | 47 | -94.8% | 0.00% | -94.4% |
IGOV | New | ISHARES TRintl trea bd etf | $5,000 | – | 96 | +100.0% | 0.00% | – |
VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $5,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
NEAR | New | ISHARES U S ETF TRblackrock st mat | $5,000 | – | 99 | +100.0% | 0.00% | – |
GILD | GILEAD SCIENCES INC | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
CLX | Sell | CLOROX CO DEL | $5,000 | -80.0% | 25 | -80.0% | 0.00% | -81.2% |
ONB | OLD NATL BANCORP IND | $5,000 | +25.0% | 250 | 0.0% | 0.00% | 0.0% | |
HEI | HEICO CORP NEW | $5,000 | -16.7% | 42 | 0.0% | 0.00% | -25.0% | |
ASB | ASSOCIATED BANC CORP | $5,000 | +25.0% | 250 | 0.0% | 0.00% | 0.0% | |
APHA | APHRIA INC | $4,000 | +100.0% | 232 | 0.0% | 0.00% | +100.0% | |
DEM | New | WISDOMTREE TRemer mkt high fd | $4,000 | – | 93 | +100.0% | 0.00% | – |
SHV | ISHARES TRshort treas bd | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
DLS | New | WISDOMTREE TRintl smcap div | $4,000 | – | 49 | +100.0% | 0.00% | – |
DGRW | New | WISDOMTREE TRus qtly div grt | $4,000 | – | 73 | +100.0% | 0.00% | – |
DGS | New | WISDOMTREE TRemg mkts smcap | $3,000 | – | 54 | +100.0% | 0.00% | – |
HPQ | HP INC | $3,000 | +50.0% | 80 | 0.0% | 0.00% | +100.0% | |
HY | HYSTER YALE MATLS HANDLING Icl a | $4,000 | +33.3% | 42 | 0.0% | 0.00% | 0.0% | |
TPGY | New | TPG PACE BEN FIN CORP | $3,000 | – | 151 | +100.0% | 0.00% | – |
MLI | MUELLER INDS INC | $3,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% | |
IPGP | IPG PHOTONICS CORP | $3,000 | -25.0% | 16 | 0.0% | 0.00% | -33.3% | |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $4,000 | +100.0% | 102 | +64.5% | 0.00% | +100.0% |
CTBI | COMMUNITY TR BANCORP INC | $4,000 | +33.3% | 82 | 0.0% | 0.00% | 0.0% | |
SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,000 | +200.0% | 18 | +350.0% | 0.00% | +100.0% |
POR | PORTLAND GEN ELEC CO | $3,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
PM | PHILIP MORRIS INTL INC | $4,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% | |
EBIX | EBIX INC | $3,000 | -25.0% | 100 | 0.0% | 0.00% | -33.3% | |
DAR | DARLING INGREDIENTS INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
IDV | New | ISHARES TRintl sel div etf | $2,000 | – | 60 | +100.0% | 0.00% | – |
VTRS | Sell | VIATRIS INC | $1,000 | -66.7% | 53 | -69.2% | 0.00% | -50.0% |
ROKU | New | ROKU INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
SPCE | VIRGIN GALACTIC HOLDINGS INC | $1,000 | – | 19 | 0.0% | 0.00% | – | |
CRON | CRONOS GROUP INC | $1,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
AMBA | AMBARELLA INC | $2,000 | +100.0% | 15 | 0.0% | 0.00% | 0.0% | |
URBN | URBAN OUTFITTERS INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
COOP | MR COOPER GROUP INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
CSGP | COSTAR GROUP INC | $1,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
UAL | UNITED AIRLS HLDGS INC | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
LUV | SOUTHWEST AIRLS CO | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
F | Sell | FORD MTR CO DEL | $2,000 | 0.0% | 200 | -7.0% | 0.00% | 0.0% |
ORGANIGRAM HLDGS INC | $1,000 | – | 187 | 0.0% | 0.00% | – | ||
CWBR | COHBAR INC | $2,000 | 0.0% | 1,136 | 0.0% | 0.00% | 0.0% | |
GME | Exit | GAMESTOP CORP NEWcl a | $0 | – | -5 | -100.0% | 0.00% | – |
UAA | UNDER ARMOUR INCcl a | $0 | – | 10 | 0.0% | 0.00% | – | |
UA | UNDER ARMOUR INCcl c | $0 | – | 10 | 0.0% | 0.00% | – | |
HPE | HEWLETT PACKARD ENTERPRISE C | $0 | – | 20 | 0.0% | 0.00% | – | |
HEXO | HEXO CORP | $0 | – | 38 | 0.0% | 0.00% | – | |
HWM | HOWMET AEROSPACE INC | $0 | – | 6 | 0.0% | 0.00% | – | |
DDOG | New | DATADOG INC | $0 | – | 4 | +100.0% | 0.00% | – |
DXC | DXC TECHNOLOGY CO | $0 | – | 1 | 0.0% | 0.00% | – | |
ED | CONSOLIDATED EDISON INC | $0 | – | 5 | 0.0% | 0.00% | – | |
INM | INMED PHARMACEUTICALS INC | $0 | – | 24 | 0.0% | 0.00% | – | |
RMR | RMR GROUP INCcl a | $0 | – | 9 | 0.0% | 0.00% | – | |
FXI | ISHARES TRchina lg-cap etf | $0 | – | 10 | 0.0% | 0.00% | – | |
WPRT | WESTPORT FUEL SYSTEMS INC | $0 | – | 10 | 0.0% | 0.00% | – | |
WETF | WISDOMTREE INVTS INC | $0 | – | 20 | 0.0% | 0.00% | – | |
ACB | AURORA CANNABIS INC | $0 | – | 26 | 0.0% | 0.00% | – | |
ARNC | ARCONIC CORPORATION | $0 | – | 1 | 0.0% | 0.00% | – | |
NOV | New | NOV INC | $0 | – | 5 | +100.0% | 0.00% | – |
KMT | KENNAMETAL INC | $0 | – | 10 | 0.0% | 0.00% | – | |
AA | ALCOA CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
DNOW | NOW INC | $0 | – | 1 | 0.0% | 0.00% | – | |
SINA | Exit | SINA CORPord | $0 | – | -3 | -100.0% | 0.00% | – |
BJRI | Exit | BJS RESTAURANTS INC | $0 | – | -10 | -100.0% | 0.00% | – |
Exit | MICRO FOCUS INTL PLCspon adr new | $0 | – | -1 | -100.0% | 0.00% | – | |
SIRI | SIRIUS XM HOLDINGS INC | $0 | – | 14 | 0.0% | 0.00% | – | |
SO | Exit | SOUTHERN CO | $0 | – | -5 | -100.0% | 0.00% | – |
BHF | Exit | BRIGHTHOUSE FINL INC | $0 | – | -25 | -100.0% | -0.00% | – |
ECL | Exit | ECOLAB INC | $0 | – | -3 | -100.0% | -0.00% | – |
VLDR | Exit | VELODYNE LIDAR INC | $0 | – | -125 | -100.0% | -0.00% | – |
SWIR | Exit | SIERRA WIRELESS INC | $0 | – | -180 | -100.0% | -0.00% | – |
VRNT | Exit | VERINT SYS INC | $0 | – | -56 | -100.0% | -0.00% | – |
BECN | Exit | BEACON ROOFING SUPPLY INC | $0 | – | -100 | -100.0% | -0.00% | – |
IAU | Exit | GOLD TRUSTishares | $0 | – | -286 | -100.0% | -0.00% | – |
RS | Exit | RELIANCE STEEL & ALUMINUM CO | $0 | – | -40 | -100.0% | -0.00% | – |
SNBR | Exit | SLEEP NUMBER CORP | $0 | – | -100 | -100.0% | -0.01% | – |
SU | Exit | SUNCOR ENERGY INC NEW | $0 | – | -550 | -100.0% | -0.01% | – |
OXSQ | Exit | OXFORD SQUARE CAP CORP | $0 | – | -3,500 | -100.0% | -0.01% | – |
MET | Exit | METLIFE INC | $0 | – | -284 | -100.0% | -0.01% | – |
GNTX | Exit | GENTEX CORP | $0 | – | -350 | -100.0% | -0.01% | – |
OXLC | Exit | OXFORD LANE CAP CORP | $0 | – | -2,500 | -100.0% | -0.01% | – |
GLOB | Exit | GLOBANT S A | $0 | – | -70 | -100.0% | -0.01% | – |
CNC | Exit | CENTENE CORP DEL | $0 | – | -345 | -100.0% | -0.01% | – |
TCBK | Exit | TRICO BANCSHARES | $0 | – | -585 | -100.0% | -0.01% | – |
VFC | Exit | V F CORP | $0 | – | -251 | -100.0% | -0.01% | – |
RCS | Exit | PIMCO STRATEGIC INCOME FD | $0 | – | -5,140 | -100.0% | -0.02% | – |
VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -317 | -100.0% | -0.02% | – |
LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -166 | -100.0% | -0.04% | – |
CVS | Exit | CVS HEALTH CORP | $0 | – | -895 | -100.0% | -0.04% | – |
BNL | Exit | BROADSTONE NET LEASE INC | $0 | – | -13,550 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-21
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SSGA ACTIVE ETF TR | 16 | Q2 2022 | 11.5% |
APPLE INC | 16 | Q2 2022 | 7.8% |
VISA INC | 16 | Q2 2022 | 7.6% |
AUTOMATIC DATA PROCESSING IN | 16 | Q2 2022 | 5.8% |
FLEXSHARES TR | 16 | Q2 2022 | 5.9% |
WISDOMTREE TR | 16 | Q2 2022 | 6.0% |
BECTON DICKINSON & CO | 16 | Q2 2022 | 5.3% |
VERIZON COMMUNICATIONS INC | 16 | Q2 2022 | 5.6% |
DUKE ENERGY CORP NEW | 16 | Q2 2022 | 4.3% |
FLEXSHARES TR | 16 | Q2 2022 | 4.0% |
View HC FINANCIAL ADVISORS INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-07-25 |
13F-HR | 2022-05-04 |
13F-HR | 2022-01-19 |
13F-HR | 2021-10-19 |
13F-HR | 2021-07-28 |
13F-HR | 2021-04-21 |
13F-HR | 2021-01-26 |
13F-HR | 2020-10-30 |
13F-HR | 2020-07-28 |
13F-HR | 2020-04-08 |
View HC FINANCIAL ADVISORS 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.