$255 Million is the total value of MANCHESTER FINANCIAL INC's 594 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 910.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $43,110,000 | +5.7% | 560,743 | -2.3% | 16.88% | -5.6% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $29,191,000 | +6.4% | 485,309 | +0.0% | 11.43% | -5.0% |
| INKM | Sell | SSGA ACTIVE ETF TR | $26,459,000 | -0.1% | 771,623 | -1.7% | 10.36% | -10.8% |
| XLG | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $23,915,000 | +4.0% | 102,468 | -5.4% | 9.37% | -7.2% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $15,308,000 | +1.0% | 132,286 | -5.7% | 6.00% | -9.8% |
| GSBD | Sell | GOLDMAN SACHS BDC INC | $12,540,000 | +1.3% | 589,278 | -4.4% | 4.91% | -9.5% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $11,598,000 | -0.8% | 151,002 | -8.4% | 4.54% | -11.4% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $9,749,000 | -6.3% | 356,178 | -14.0% | 3.82% | -16.3% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $9,315,000 | +4.4% | 111,090 | -3.1% | 3.65% | -6.8% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $5,343,000 | +8.2% | 158,889 | +2.5% | 2.09% | -3.4% |
| AAPL | Sell | APPLE INC | $4,208,000 | +30.4% | 14,332 | -0.5% | 1.65% | +16.5% |
| V | Sell | VISA INC | $3,283,000 | +2.6% | 17,473 | -6.0% | 1.29% | -8.3% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $3,206,000 | +30.3% | 39,585 | +20.4% | 1.26% | +16.4% |
| NVDA | Sell | NVIDIA CORP | $3,064,000 | +30.8% | 13,023 | -3.3% | 1.20% | +16.7% |
| COST | Sell | COSTCO WHSL CORP NEW | $3,054,000 | -3.7% | 10,389 | -5.6% | 1.20% | -14.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $2,913,000 | +27.9% | 13,734 | +0.8% | 1.14% | +14.2% |
| FB | Sell | FACEBOOK INCcl a | $2,820,000 | +4.1% | 13,740 | -9.7% | 1.10% | -7.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,798,000 | +5.2% | 12,355 | -3.4% | 1.10% | -6.0% |
| BA | New | BOEING CO | $2,341,000 | – | 7,187 | +100.0% | 0.92% | – |
| AMGN | Sell | AMGEN INC | $2,229,000 | +24.2% | 9,246 | -0.3% | 0.87% | +10.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,069,000 | +3.0% | 33,693 | +1.3% | 0.81% | -8.1% |
| KO | Sell | COCA COLA CO | $1,997,000 | -1.7% | 36,082 | -3.3% | 0.78% | -12.2% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $1,636,000 | -1.0% | 35,600 | +1.6% | 0.64% | -11.6% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,325,000 | +2.2% | 4,118 | -5.7% | 0.52% | -8.6% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $1,273,000 | +33.9% | 23,823 | +34.8% | 0.50% | +19.7% |
| AMEH | APOLLO MEDICAL HLDGS INC | $1,171,000 | +4.5% | 63,621 | 0.0% | 0.46% | -6.7% | |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $1,055,000 | +3.4% | 34,265 | -6.0% | 0.41% | -7.6% |
| JPST | New | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $1,023,000 | – | 20,290 | +100.0% | 0.40% | – |
| MSFT | Sell | MICROSOFT CORP | $997,000 | +12.0% | 6,324 | -1.2% | 0.39% | +0.3% |
| EIX | Sell | EDISON INTL | $986,000 | -24.3% | 13,079 | -24.2% | 0.39% | -32.4% |
| AMZN | Buy | AMAZON COM INC | $913,000 | +16.6% | 494 | +9.5% | 0.36% | +4.4% |
| BAC | BANK AMER CORP | $807,000 | +20.8% | 22,914 | 0.0% | 0.32% | +7.8% | |
| INTC | Buy | INTEL CORP | $740,000 | +19.0% | 12,366 | +2.5% | 0.29% | +6.2% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $708,000 | +8.8% | 9,365 | +0.3% | 0.28% | -3.1% |
| DIS | Buy | DISNEY WALT CO | $610,000 | +49.1% | 4,215 | +34.4% | 0.24% | +33.5% |
| KMPR | KEMPER CORP DEL | $462,000 | -0.4% | 5,955 | 0.0% | 0.18% | -11.3% | |
| SCHK | Sell | SCHWAB STRATEGIC TR1000 index etf | $461,000 | +4.8% | 14,603 | -3.3% | 0.18% | -6.2% |
| T | Sell | AT&T INC | $377,000 | +3.0% | 9,651 | -0.3% | 0.15% | -8.1% |
| GLD | Sell | SPDR GOLD TRUST | $373,000 | -1.8% | 2,608 | -4.6% | 0.15% | -12.6% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $372,000 | +12.0% | 1,750 | -0.4% | 0.15% | 0.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $367,000 | +29.7% | 2,514 | +15.0% | 0.14% | +16.1% |
| BSTC | BIOSPECIFICS TECHNOLOGIES CO | $348,000 | +6.4% | 6,114 | 0.0% | 0.14% | -4.9% | |
| JPM | Sell | JPMORGAN CHASE & CO | $342,000 | +15.2% | 2,452 | -2.7% | 0.13% | +3.1% |
| IBM | INTERNATIONAL BUSINESS MACHS | $337,000 | -7.9% | 2,514 | 0.0% | 0.13% | -18.0% | |
| ORCL | ORACLE CORP | $328,000 | -3.5% | 6,187 | 0.0% | 0.13% | -14.1% | |
| SRE | SEMPRA ENERGY | $322,000 | +2.5% | 2,125 | 0.0% | 0.13% | -8.7% | |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $301,000 | +6.7% | 1,839 | -1.6% | 0.12% | -4.8% |
| TDY | Sell | TELEDYNE TECHNOLOGIES INC | $302,000 | +1.7% | 871 | -5.4% | 0.12% | -9.2% |
| CW | CURTISS WRIGHT CORP | $286,000 | +8.7% | 2,030 | 0.0% | 0.11% | -2.6% | |
| TFC | New | TRUIST FINL CORP | $285,000 | – | 5,063 | +100.0% | 0.11% | – |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $267,000 | +25.9% | 1,764 | +3.7% | 0.10% | +12.9% |
| CVX | Sell | CHEVRON CORP NEW | $269,000 | -0.4% | 2,229 | -2.0% | 0.10% | -11.0% |
| PPBI | PACIFIC PREMIER BANCORP | $256,000 | +4.5% | 7,861 | 0.0% | 0.10% | -6.5% | |
| OPP | Sell | RIVERNORTH DOUBLELINE STRATE | $254,000 | -9.6% | 15,440 | -4.3% | 0.10% | -19.5% |
| PFE | Sell | PFIZER INC | $250,000 | +5.5% | 6,371 | -3.6% | 0.10% | -5.8% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $231,000 | +5.5% | 3,711 | -3.2% | 0.09% | -6.2% |
| PEP | PEPSICO INC | $220,000 | -0.5% | 1,613 | 0.0% | 0.09% | -11.3% | |
| GOOGL | New | ALPHABET INCcap stk cl a | $216,000 | – | 161 | +100.0% | 0.08% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $210,000 | – | 157 | +100.0% | 0.08% | – |
| CSCO | Sell | CISCO SYS INC | $207,000 | -18.8% | 4,319 | -16.4% | 0.08% | -27.7% |
| XOM | Sell | EXXON MOBIL CORP | $202,000 | -12.6% | 2,897 | -11.4% | 0.08% | -21.8% |
| PCG | Buy | PG&E CORP | $190,000 | +35.7% | 17,435 | +24.5% | 0.07% | +21.3% |
| AMD | New | ADVANCED MICRO DEVICES INC | $183,000 | – | 4,000 | +100.0% | 0.07% | – |
| SBUX | Sell | STARBUCKS CORP | $184,000 | -23.0% | 2,096 | -22.5% | 0.07% | -31.4% |
| PACW | New | PACWEST BANCORP DEL | $180,000 | – | 4,693 | +100.0% | 0.07% | – |
| ARGO | New | ARGO GROUP INTL HLDGS LTD | $177,000 | – | 2,686 | +100.0% | 0.07% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $168,000 | – | 570 | +100.0% | 0.07% | – |
| MA | New | MASTERCARD INCcl a | $167,000 | – | 560 | +100.0% | 0.06% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $161,000 | – | 2,136 | +100.0% | 0.06% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $154,000 | – | 1,200 | +100.0% | 0.06% | – |
| CAT | New | CATERPILLAR INC DEL | $151,000 | – | 1,022 | +100.0% | 0.06% | – |
| SDS | New | PROSHARES TRultrashrt s&p500 | $151,000 | – | 6,077 | +100.0% | 0.06% | – |
| NFLX | New | NETFLIX INC | $145,000 | – | 449 | +100.0% | 0.06% | – |
| QCOM | New | QUALCOMM INC | $146,000 | – | 1,651 | +100.0% | 0.06% | – |
| TIP | New | ISHARES TRtips bd etf | $136,000 | – | 1,170 | +100.0% | 0.05% | – |
| ZTO | New | ZTO EXPRESS CAYMAN INCsponsored ads a | $132,000 | – | 5,650 | +100.0% | 0.05% | – |
| ABBV | New | ABBVIE INC | $129,000 | – | 1,454 | +100.0% | 0.05% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $130,000 | – | 1,000 | +100.0% | 0.05% | – |
| NKE | New | NIKE INCcl b | $130,000 | – | 1,282 | +100.0% | 0.05% | – |
| CMI | New | CUMMINS INC | $120,000 | – | 670 | +100.0% | 0.05% | – |
| RLJPRA | New | RLJ LODGING TRcum conv pfd a | $115,000 | – | 4,000 | +100.0% | 0.04% | – |
| LMT | New | LOCKHEED MARTIN CORP | $114,000 | – | 292 | +100.0% | 0.04% | – |
| AAXJ | New | ISHARES TRmsci ac asia etf | $115,000 | – | 1,565 | +100.0% | 0.04% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $113,000 | – | 2,509 | +100.0% | 0.04% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $113,000 | – | 1,234 | +100.0% | 0.04% | – |
| PG | New | PROCTER & GAMBLE CO | $109,000 | – | 872 | +100.0% | 0.04% | – |
| MRK | New | MERCK & CO INC | $111,000 | – | 1,219 | +100.0% | 0.04% | – |
| RTN | New | RAYTHEON CO | $111,000 | – | 503 | +100.0% | 0.04% | – |
| MCD | New | MCDONALDS CORP | $108,000 | – | 548 | +100.0% | 0.04% | – |
| EFA | New | ISHARES TRmsci eafe etf | $105,000 | – | 1,511 | +100.0% | 0.04% | – |
| ASML | New | ASML HOLDING N V | $101,000 | – | 340 | +100.0% | 0.04% | – |
| SCHW | New | THE CHARLES SCHWAB CORPORATI | $99,000 | – | 2,089 | +100.0% | 0.04% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $97,000 | – | 1,777 | +100.0% | 0.04% | – |
| DNP | New | DNP SELECT INCOME FD | $95,000 | – | 7,445 | +100.0% | 0.04% | – |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $92,000 | – | 323 | +100.0% | 0.04% | – |
| C | New | CITIGROUP INC | $93,000 | – | 1,159 | +100.0% | 0.04% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $90,000 | – | 1,530 | +100.0% | 0.04% | – |
| HD | New | HOME DEPOT INC | $88,000 | – | 404 | +100.0% | 0.03% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $88,000 | – | 748 | +100.0% | 0.03% | – |
| GSY | New | INVESCO ACTIVELY MANAGD ETFultra shrt dur | $87,000 | – | 1,717 | +100.0% | 0.03% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $84,000 | – | 491 | +100.0% | 0.03% | – |
| GIS | New | GENERAL MLS INC | $83,000 | – | 1,550 | +100.0% | 0.03% | – |
| CSGP | New | COSTAR GROUP INC | $85,000 | – | 142 | +100.0% | 0.03% | – |
| F | New | FORD MTR CO DEL | $79,000 | – | 8,454 | +100.0% | 0.03% | – |
| PHYS | New | SPROTT PHYSICAL GOLD TRUSTunit | $80,000 | – | 6,597 | +100.0% | 0.03% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $80,000 | – | 2,800 | +100.0% | 0.03% | – |
| SLYV | New | SPDR SERIES TRUSTs&p 600 smcp val | $77,000 | – | 1,170 | +100.0% | 0.03% | – |
| ETR | New | ENTERGY CORP NEW | $76,000 | – | 635 | +100.0% | 0.03% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $74,000 | – | 668 | +100.0% | 0.03% | – |
| WFC | New | WELLS FARGO CO NEW | $75,000 | – | 1,402 | +100.0% | 0.03% | – |
| NEOG | New | NEOGEN CORP | $75,000 | – | 1,146 | +100.0% | 0.03% | – |
| DEO | New | DIAGEO P L Cspon adr new | $72,000 | – | 425 | +100.0% | 0.03% | – |
| NVS | New | NOVARTIS A Gsponsored adr | $71,000 | – | 751 | +100.0% | 0.03% | – |
| HDB | New | HDFC BANK LTDsponsored ads | $68,000 | – | 1,073 | +100.0% | 0.03% | – |
| AVGO | New | BROADCOM INC | $68,000 | – | 215 | +100.0% | 0.03% | – |
| SCCO | New | SOUTHERN COPPER CORP | $68,000 | – | 1,610 | +100.0% | 0.03% | – |
| MMM | New | 3M CO | $63,000 | – | 356 | +100.0% | 0.02% | – |
| KMX | New | CARMAX INC | $65,000 | – | 747 | +100.0% | 0.02% | – |
| SQ | New | SQUARE INCcl a | $63,000 | – | 1,000 | +100.0% | 0.02% | – |
| DD | New | DUPONT DE NEMOURS INC | $65,000 | – | 1,014 | +100.0% | 0.02% | – |
| OKE | New | ONEOK INC NEW | $61,000 | – | 803 | +100.0% | 0.02% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $60,000 | – | 470 | +100.0% | 0.02% | – |
| GD | New | GENERAL DYNAMICS CORP | $59,000 | – | 333 | +100.0% | 0.02% | – |
| HON | New | HONEYWELL INTL INC | $58,000 | – | 328 | +100.0% | 0.02% | – |
| AXP | New | AMERICAN EXPRESS CO | $59,000 | – | 475 | +100.0% | 0.02% | – |
| CERN | New | CERNER CORP | $59,000 | – | 802 | +100.0% | 0.02% | – |
| RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $56,000 | – | 940 | +100.0% | 0.02% | – |
| DOW | New | DOW INC | $55,000 | – | 1,014 | +100.0% | 0.02% | – |
| NLY | New | ANNALY CAP MGMT INC | $56,000 | – | 5,925 | +100.0% | 0.02% | – |
| PYPL | New | PAYPAL HLDGS INC | $56,000 | – | 520 | +100.0% | 0.02% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $57,000 | – | 249 | +100.0% | 0.02% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $55,000 | – | 594 | +100.0% | 0.02% | – |
| TJX | New | TJX COS INC NEW | $55,000 | – | 893 | +100.0% | 0.02% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $56,000 | – | 459 | +100.0% | 0.02% | – |
| WMT | New | WALMART INC | $57,000 | – | 477 | +100.0% | 0.02% | – |
| CRM | New | SALESFORCE COM INC | $53,000 | – | 328 | +100.0% | 0.02% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $54,000 | – | 157 | +100.0% | 0.02% | – |
| KEY | New | KEYCORP NEW | $53,000 | – | 2,597 | +100.0% | 0.02% | – |
| JFR | New | NUVEEN FLOATING RATE INCOME | $53,000 | – | 5,200 | +100.0% | 0.02% | – |
| FSD | New | FIRST TR HIGH INCOME L/S FD | $54,000 | – | 3,459 | +100.0% | 0.02% | – |
| FEM | New | FIRST TR EXCH TRD ALPHA FD Iemerg mkt alph | $53,000 | – | 2,000 | +100.0% | 0.02% | – |
| ABT | New | ABBOTT LABS | $52,000 | – | 597 | +100.0% | 0.02% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $52,000 | – | 552 | +100.0% | 0.02% | – |
| RYAAY | New | RYANAIR HLDGS PLCsponsored ads | $48,000 | – | 546 | +100.0% | 0.02% | – |
| SIRI | New | SIRIUS XM HLDGS INC | $49,000 | – | 6,850 | +100.0% | 0.02% | – |
| WM | New | WASTE MGMT INC DEL | $46,000 | – | 400 | +100.0% | 0.02% | – |
| VIAC | New | VIACOMCBS INCcl b | $46,000 | – | 1,097 | +100.0% | 0.02% | – |
| BAX | New | BAXTER INTL INC | $45,000 | – | 543 | +100.0% | 0.02% | – |
| HDV | New | ISHARES TRcore high dv etf | $45,000 | – | 455 | +100.0% | 0.02% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $46,000 | – | 970 | +100.0% | 0.02% | – |
| LLY | New | LILLY ELI & CO | $47,000 | – | 357 | +100.0% | 0.02% | – |
| FSK | New | FS KKR CAPITAL CORP | $46,000 | – | 7,500 | +100.0% | 0.02% | – |
| CSX | New | CSX CORP | $45,000 | – | 620 | +100.0% | 0.02% | – |
| TTD | New | THE TRADE DESK INC | $46,000 | – | 177 | +100.0% | 0.02% | – |
| ED | New | CONSOLIDATED EDISON INC | $45,000 | – | 500 | +100.0% | 0.02% | – |
| LOW | New | LOWES COS INC | $45,000 | – | 375 | +100.0% | 0.02% | – |
| DLR | New | DIGITAL RLTY TR INC | $47,000 | – | 390 | +100.0% | 0.02% | – |
| PPL | New | PPL CORP | $44,000 | – | 1,240 | +100.0% | 0.02% | – |
| PDM | New | PIEDMONT OFFICE REALTY TR IN | $43,000 | – | 1,950 | +100.0% | 0.02% | – |
| BSJK | New | INVESCO EXCH TRD SLF IDX FD | $44,000 | – | 1,820 | +100.0% | 0.02% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $44,000 | – | 185 | +100.0% | 0.02% | – |
| CL | New | COLGATE PALMOLIVE CO | $44,000 | – | 645 | +100.0% | 0.02% | – |
| TG | New | TREDEGAR CORP | $44,000 | – | 1,950 | +100.0% | 0.02% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $42,000 | – | 847 | +100.0% | 0.02% | – |
| WYNN | New | WYNN RESORTS LTD | $41,000 | – | 292 | +100.0% | 0.02% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $40,000 | – | 266 | +100.0% | 0.02% | – |
| UNP | New | UNION PACIFIC CORP | $41,000 | – | 228 | +100.0% | 0.02% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $42,000 | – | 130 | +100.0% | 0.02% | – |
| MPW | New | MEDICAL PPTYS TRUST INC | $40,000 | – | 1,915 | +100.0% | 0.02% | – |
| VLO | New | VALERO ENERGY CORP NEW | $38,000 | – | 405 | +100.0% | 0.02% | – |
| PSX | New | PHILLIPS 66 | $38,000 | – | 343 | +100.0% | 0.02% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $38,000 | – | 185 | +100.0% | 0.02% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $39,000 | – | 660 | +100.0% | 0.02% | – |
| CBRL | New | CRACKER BARREL OLD CTRY STOR | $39,000 | – | 255 | +100.0% | 0.02% | – |
| ITA | New | ISHARES TRus aer def etf | $39,000 | – | 175 | +100.0% | 0.02% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $39,000 | – | 622 | +100.0% | 0.02% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $35,000 | – | 178 | +100.0% | 0.01% | – |
| BP | New | BP PLCsponsored adr | $36,000 | – | 960 | +100.0% | 0.01% | – |
| COP | New | CONOCOPHILLIPS | $36,000 | – | 557 | +100.0% | 0.01% | – |
| NMFC | New | NEW MTN FIN CORP | $36,000 | – | 2,600 | +100.0% | 0.01% | – |
| NEE | New | NEXTERA ENERGY INC | $35,000 | – | 145 | +100.0% | 0.01% | – |
| CEF | New | SPROTT PHYSICAL GOLD & SILVEtr unit | $36,000 | – | 2,455 | +100.0% | 0.01% | – |
| SSW | New | SEASPAN CORP | $37,000 | – | 2,600 | +100.0% | 0.01% | – |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $35,000 | – | 579 | +100.0% | 0.01% | – |
| PFF | New | ISHARES TRpfd and incm sec | $35,000 | – | 935 | +100.0% | 0.01% | – |
| CVS | New | CVS HEALTH CORP | $35,000 | – | 467 | +100.0% | 0.01% | – |
| STK | New | COLUMBIA SELIGM PREM TECH GR | $35,000 | – | 1,478 | +100.0% | 0.01% | – |
| KMB | New | KIMBERLY CLARK CORP | $35,000 | – | 255 | +100.0% | 0.01% | – |
| LNG | New | CHENIERE ENERGY INC | $34,000 | – | 556 | +100.0% | 0.01% | – |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $34,000 | – | 670 | +100.0% | 0.01% | – |
| SAIL | New | SAILPOINT TECHNLGIES HLDGS I | $32,000 | – | 1,340 | +100.0% | 0.01% | – |
| USB | New | US BANCORP DEL | $34,000 | – | 569 | +100.0% | 0.01% | – |
| WPC | New | W P CAREY INC | $32,000 | – | 400 | +100.0% | 0.01% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $32,000 | – | 545 | +100.0% | 0.01% | – |
| LVS | New | LAS VEGAS SANDS CORP | $30,000 | – | 440 | +100.0% | 0.01% | – |
| BIZD | New | VANECK VECTORS ETF TRUST | $30,000 | – | 1,785 | +100.0% | 0.01% | – |
| SAP | New | SAP SEspon adr | $31,000 | – | 232 | +100.0% | 0.01% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $31,000 | – | 556 | +100.0% | 0.01% | – |
| INTU | New | INTUIT | $30,000 | – | 113 | +100.0% | 0.01% | – |
| KMT | New | KENNAMETAL INC | $30,000 | – | 800 | +100.0% | 0.01% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $31,000 | – | 482 | +100.0% | 0.01% | – |
| PSA | New | PUBLIC STORAGE | $30,000 | – | 143 | +100.0% | 0.01% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $31,000 | – | 128 | +100.0% | 0.01% | – |
| CTVA | New | CORTEVA INC | $30,000 | – | 1,014 | +100.0% | 0.01% | – |
| PAYX | New | PAYCHEX INC | $30,000 | – | 349 | +100.0% | 0.01% | – |
| EXEL | New | EXELIXIS INC | $29,000 | – | 1,650 | +100.0% | 0.01% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $28,000 | – | 469 | +100.0% | 0.01% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $28,000 | – | 304 | +100.0% | 0.01% | – |
| XEL | New | XCEL ENERGY INC | $28,000 | – | 438 | +100.0% | 0.01% | – |
| ENB | New | ENBRIDGE INC | $28,000 | – | 700 | +100.0% | 0.01% | – |
| GE | New | GENERAL ELECTRIC CO | $29,000 | – | 2,560 | +100.0% | 0.01% | – |
| ALL | New | ALLSTATE CORP | $27,000 | – | 243 | +100.0% | 0.01% | – |
| D | New | DOMINION ENERGY INC | $29,000 | – | 345 | +100.0% | 0.01% | – |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $27,000 | – | 1,019 | +100.0% | 0.01% | – |
| MO | New | ALTRIA GROUP INC | $28,000 | – | 560 | +100.0% | 0.01% | – |
| NEP | New | NEXTERA ENERGY PARTNERS LP | $29,000 | – | 550 | +100.0% | 0.01% | – |
| MDT | New | MEDTRONIC PLC | $28,000 | – | 251 | +100.0% | 0.01% | – |
| HST | New | HOST HOTELS & RESORTS INC | $28,000 | – | 1,519 | +100.0% | 0.01% | – |
| SHW | New | SHERWIN WILLIAMS CO | $29,000 | – | 50 | +100.0% | 0.01% | – |
| FDX | New | FEDEX CORP | $29,000 | – | 190 | +100.0% | 0.01% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $27,000 | – | 330 | +100.0% | 0.01% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $27,000 | – | 136 | +100.0% | 0.01% | – |
| SPLV | New | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $28,000 | – | 478 | +100.0% | 0.01% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $26,000 | – | 395 | +100.0% | 0.01% | – |
| IP | New | INTL PAPER CO | $25,000 | – | 540 | +100.0% | 0.01% | – |
| GLW | New | CORNING INC | $25,000 | – | 861 | +100.0% | 0.01% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $26,000 | – | 110 | +100.0% | 0.01% | – |
| ACN | New | ACCENTURE PLC IRELAND | $26,000 | – | 124 | +100.0% | 0.01% | – |
| ADBE | New | ADOBE INC | $26,000 | – | 80 | +100.0% | 0.01% | – |
| ARI | New | APOLLO COML REAL EST FIN INC | $25,000 | – | 1,350 | +100.0% | 0.01% | – |
| NVO | New | NOVO-NORDISK A Sadr | $26,000 | – | 456 | +100.0% | 0.01% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $25,000 | – | 414 | +100.0% | 0.01% | – |
| CHY | New | CALAMOS CONV & HIGH INCOME F | $25,000 | – | 2,164 | +100.0% | 0.01% | – |
| PGR | New | PROGRESSIVE CORP OHIO | $22,000 | – | 308 | +100.0% | 0.01% | – |
| NOW | New | SERVICENOW INC | $23,000 | – | 80 | +100.0% | 0.01% | – |
| BX | New | BLACKSTONE GROUP INC | $22,000 | – | 390 | +100.0% | 0.01% | – |
| CVA | New | COVANTA HLDG CORP | $22,000 | – | 1,500 | +100.0% | 0.01% | – |
| EXC | New | EXELON CORP | $24,000 | – | 529 | +100.0% | 0.01% | – |
| BYND | New | BEYOND MEAT INCcall | $23,000 | – | 300 | +100.0% | 0.01% | – |
| VFC | New | V F CORP | $23,000 | – | 230 | +100.0% | 0.01% | – |
| ARCC | New | ARES CAP CORP | $22,000 | – | 1,200 | +100.0% | 0.01% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $23,000 | – | 390 | +100.0% | 0.01% | – |
| TXN | New | TEXAS INSTRS INC | $22,000 | – | 171 | +100.0% | 0.01% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $23,000 | – | 152 | +100.0% | 0.01% | – |
| PRU | New | PRUDENTIAL FINL INC | $23,000 | – | 241 | +100.0% | 0.01% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $23,000 | – | 142 | +100.0% | 0.01% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $23,000 | – | 72 | +100.0% | 0.01% | – |
| TD | New | TORONTO DOMINION BK ONT | $22,000 | – | 395 | +100.0% | 0.01% | – |
| SLV | New | ISHARES SILVER TRUSTishares | $24,000 | – | 1,460 | +100.0% | 0.01% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $23,000 | – | 137 | +100.0% | 0.01% | – |
| EMR | New | EMERSON ELEC CO | $22,000 | – | 289 | +100.0% | 0.01% | – |
| ICLR | New | ICON PLC | $22,000 | – | 126 | +100.0% | 0.01% | – |
| DHR | New | DANAHER CORPORATION | $23,000 | – | 152 | +100.0% | 0.01% | – |
| HE | New | HAWAIIAN ELEC INDUSTRIES | $22,000 | – | 466 | +100.0% | 0.01% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $23,000 | – | 102 | +100.0% | 0.01% | – |
| LIN | New | LINDE PLC | $20,000 | – | 93 | +100.0% | 0.01% | – |
| MCK | New | MCKESSON CORP | $20,000 | – | 141 | +100.0% | 0.01% | – |
| IOSP | New | INNOSPEC INC | $20,000 | – | 191 | +100.0% | 0.01% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $20,000 | – | 700 | +100.0% | 0.01% | – |
| PPR | New | VOYA PRIME RATE TRsh ben int | $21,000 | – | 4,120 | +100.0% | 0.01% | – |
| GDX | New | VANECK VECTORS ETF TRUSTgold miners etf | $21,000 | – | 713 | +100.0% | 0.01% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $21,000 | – | 129 | +100.0% | 0.01% | – |
| CBRE | New | CBRE GROUP INCcl a | $20,000 | – | 324 | +100.0% | 0.01% | – |
| K | New | KELLOGG CO | $21,000 | – | 298 | +100.0% | 0.01% | – |
| ACAD | New | ACADIA PHARMACEUTICALS INC | $20,000 | – | 475 | +100.0% | 0.01% | – |
| CAH | New | CARDINAL HEALTH INC | $21,000 | – | 406 | +100.0% | 0.01% | – |
| DAL | New | DELTA AIR LINES INC DEL | $20,000 | – | 345 | +100.0% | 0.01% | – |
| LKNCY | New | LUCKIN COFFEE INCsponsored ads | $20,000 | – | 500 | +100.0% | 0.01% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $21,000 | – | 1,442 | +100.0% | 0.01% | – |
| IMCB | New | ISHARES TRmrgstr md cp etf | $20,000 | – | 94 | +100.0% | 0.01% | – |
| RMD | New | RESMED INC | $20,000 | – | 130 | +100.0% | 0.01% | – |
| VAC | New | MARRIOTT VACTINS WORLDWID CO | $20,000 | – | 153 | +100.0% | 0.01% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $19,000 | – | 182 | +100.0% | 0.01% | – |
| XBI | New | SPDR SERIES TRUSTs&p biotech | $19,000 | – | 200 | +100.0% | 0.01% | – |
| SHOP | New | SHOPIFY INCcl a | $18,000 | – | 46 | +100.0% | 0.01% | – |
| FISV | New | FISERV INC | $19,000 | – | 162 | +100.0% | 0.01% | – |
| MET | New | METLIFE INC | $18,000 | – | 358 | +100.0% | 0.01% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $17,000 | – | 101 | +100.0% | 0.01% | – |
| TDG | New | TRANSDIGM GROUP INC | $17,000 | – | 31 | +100.0% | 0.01% | – |
| TGT | New | TARGET CORP | $19,000 | – | 152 | +100.0% | 0.01% | – |
| TDIV | New | FIRST TR EXCHANGE TRADED FDnasd tech div | $19,000 | – | 439 | +100.0% | 0.01% | – |
| BKNG | New | BOOKING HLDGS INC | $18,000 | – | 9 | +100.0% | 0.01% | – |
| CGC | New | CANOPY GROWTH CORP | $19,000 | – | 891 | +100.0% | 0.01% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $18,000 | – | 100 | +100.0% | 0.01% | – |
| RPM | New | RPM INTL INC | $19,000 | – | 252 | +100.0% | 0.01% | – |
| PDT | New | HANCOCK JOHN PREMUIM DIV FD | $18,000 | – | 1,000 | +100.0% | 0.01% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $17,000 | – | 120 | +100.0% | 0.01% | – |
| LAZ | New | LAZARD LTD | $19,000 | – | 485 | +100.0% | 0.01% | – |
| MS | New | MORGAN STANLEY | $17,000 | – | 326 | +100.0% | 0.01% | – |
| QQQE | New | DIREXION SHS ETF TRnas100 eql wgt | $17,000 | – | 318 | +100.0% | 0.01% | – |
| BST | New | BLACKROCK SCIENCE & TECH TR | $17,000 | – | 510 | +100.0% | 0.01% | – |
| CDW | New | CDW CORP | $19,000 | – | 136 | +100.0% | 0.01% | – |
| NEO | New | NEOGENOMICS INC | $17,000 | – | 588 | +100.0% | 0.01% | – |
| TNDM | New | TANDEM DIABETES CARE INC | $15,000 | – | 250 | +100.0% | 0.01% | – |
| GEL | New | GENESIS ENERGY L Punit ltd partn | $15,000 | – | 750 | +100.0% | 0.01% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $15,000 | – | 105 | +100.0% | 0.01% | – |
| SCI | New | SERVICE CORP INTL | $16,000 | – | 340 | +100.0% | 0.01% | – |
| VTR | New | VENTAS INC | $16,000 | – | 276 | +100.0% | 0.01% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $15,000 | – | 115 | +100.0% | 0.01% | – |
| BAB | New | INVESCO EXCHNG TRADED FD TRtaxable mun bd | $16,000 | – | 500 | +100.0% | 0.01% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPcl a | $16,000 | – | 61 | +100.0% | 0.01% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $15,000 | – | 1,751 | +100.0% | 0.01% | – |
| PM | New | PHILIP MORRIS INTL INC | $15,000 | – | 180 | +100.0% | 0.01% | – |
| ANTM | New | ANTHEM INC | $16,000 | – | 53 | +100.0% | 0.01% | – |
| ETN | New | EATON CORP PLC | $15,000 | – | 160 | +100.0% | 0.01% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $13,000 | – | 84 | +100.0% | 0.01% | – |
| SMTX | New | SMTC CORP | $14,000 | – | 4,000 | +100.0% | 0.01% | – |
| TRV | New | TRAVELERS COMPANIES INC | $13,000 | – | 92 | +100.0% | 0.01% | – |
| SPGI | New | S&P GLOBAL INC | $13,000 | – | 48 | +100.0% | 0.01% | – |
| ACB | New | AURORA CANNABIS INC | $13,000 | – | 6,149 | +100.0% | 0.01% | – |
| CLX | New | CLOROX CO DEL | $13,000 | – | 85 | +100.0% | 0.01% | – |
| DVN | New | DEVON ENERGY CORP NEW | $14,000 | – | 545 | +100.0% | 0.01% | – |
| INFO | New | IHS MARKIT LTD | $13,000 | – | 173 | +100.0% | 0.01% | – |
| IGR | New | CBRE CLARION GLOBAL REAL EST | $14,000 | – | 1,781 | +100.0% | 0.01% | – |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $14,000 | – | 394 | +100.0% | 0.01% | – |
| PFXF | New | VANECK VECTORS ETF TRUSTpfd secs ex finl | $14,000 | – | 680 | +100.0% | 0.01% | – |
| ORLY | New | O REILLY AUTOMOTIVE INC NEW | $12,000 | – | 28 | +100.0% | 0.01% | – |
| CDK | New | CDK GLOBAL INC | $12,000 | – | 218 | +100.0% | 0.01% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $13,000 | – | 118 | +100.0% | 0.01% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $14,000 | – | 24 | +100.0% | 0.01% | – |
| SPWR | New | SUNPOWER CORP | $13,000 | – | 1,668 | +100.0% | 0.01% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $12,000 | – | 62 | +100.0% | 0.01% | – |
| UGI | New | UGI CORP NEW | $14,000 | – | 318 | +100.0% | 0.01% | – |
| FTNT | New | FORTINET INC | $13,000 | – | 126 | +100.0% | 0.01% | – |
| ICUI | New | ICU MED INC | $14,000 | – | 75 | +100.0% | 0.01% | – |
| EME | New | EMCOR GROUP INC | $13,000 | – | 150 | +100.0% | 0.01% | – |
| PLD | New | PROLOGIS INC | $12,000 | – | 134 | +100.0% | 0.01% | – |
| FLT | New | FLEETCOR TECHNOLOGIES INC | $13,000 | – | 46 | +100.0% | 0.01% | – |
| APA | New | APACHE CORP | $13,000 | – | 504 | +100.0% | 0.01% | – |
| HUM | New | HUMANA INC | $12,000 | – | 32 | +100.0% | 0.01% | – |
| TTE | New | TOTAL S Asponsored ads | $13,000 | – | 235 | +100.0% | 0.01% | – |
| BLK | New | BLACKROCK INC | $13,000 | – | 25 | +100.0% | 0.01% | – |
| FHLC | New | FIDELITY COVINGTON TRmsci hlth care i | $13,000 | – | 260 | +100.0% | 0.01% | – |
| YUM | New | YUM BRANDS INC | $12,000 | – | 124 | +100.0% | 0.01% | – |
| JBL | New | JABIL INC | $12,000 | – | 298 | +100.0% | 0.01% | – |
| RS | New | RELIANCE STEEL & ALUMINUM CO | $14,000 | – | 118 | +100.0% | 0.01% | – |
| AME | New | AMETEK INC NEW | $13,000 | – | 128 | +100.0% | 0.01% | – |
| AWF | New | ALLIANCEBERNSTEIN GBL HGH IN | $9,000 | – | 720 | +100.0% | 0.00% | – |
| ZUO | New | ZUORA INC | $11,000 | – | 800 | +100.0% | 0.00% | – |
| PAGS | New | PAGSEGURO DIGITAL LTD | $10,000 | – | 300 | +100.0% | 0.00% | – |
| USMV | New | ISHARES TRmsci min vol etf | $9,000 | – | 133 | +100.0% | 0.00% | – |
| KOMP | New | SPDR SERIES TRUSTs&p kensho new | $9,000 | – | 250 | +100.0% | 0.00% | – |
| ZNGA | New | ZYNGA INCcl a | $9,000 | – | 1,500 | +100.0% | 0.00% | – |
| PBCT | New | PEOPLES UTD FINL INC | $10,000 | – | 600 | +100.0% | 0.00% | – |
| DOX | New | AMDOCS LTD | $10,000 | – | 132 | +100.0% | 0.00% | – |
| CASY | New | CASEYS GEN STORES INC | $11,000 | – | 72 | +100.0% | 0.00% | – |
| CHL | New | CHINA MOBILE LIMITEDsponsored adr | $11,000 | – | 249 | +100.0% | 0.00% | – |
| AON | New | AON PLC | $9,000 | – | 43 | +100.0% | 0.00% | – |
| CFG | New | CITIZENS FINL GROUP INC | $9,000 | – | 222 | +100.0% | 0.00% | – |
| AIT | New | APPLIED INDL TECHNOLOGIES IN | $10,000 | – | 144 | +100.0% | 0.00% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $9,000 | – | 192 | +100.0% | 0.00% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $11,000 | – | 90 | +100.0% | 0.00% | – |
| VAR | New | VARIAN MED SYS INC | $11,000 | – | 76 | +100.0% | 0.00% | – |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $11,000 | – | 97 | +100.0% | 0.00% | – |
| HCA | New | HCA HEALTHCARE INC | $9,000 | – | 64 | +100.0% | 0.00% | – |
| NSC | New | NORFOLK SOUTHERN CORP | $11,000 | – | 56 | +100.0% | 0.00% | – |
| STMP | New | STAMPS COM INC | $9,000 | – | 109 | +100.0% | 0.00% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $11,000 | – | 241 | +100.0% | 0.00% | – |
| GBT | New | GLOBAL BLOOD THERAPEUTICS IN | $11,000 | – | 140 | +100.0% | 0.00% | – |
| OXY | New | OCCIDENTAL PETE CORP | $11,000 | – | 274 | +100.0% | 0.00% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $9,000 | – | 46 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $11,000 | – | 301 | +100.0% | 0.00% | – |
| ROST | New | ROSS STORES INC | $9,000 | – | 79 | +100.0% | 0.00% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $10,000 | – | 221 | +100.0% | 0.00% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $10,000 | – | 75 | +100.0% | 0.00% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $11,000 | – | 32 | +100.0% | 0.00% | – |
| XLNX | New | XILINX INC | $10,000 | – | 100 | +100.0% | 0.00% | – |
| BUI | New | BLACKROCK UTILITIES INFRSTRC | $11,000 | – | 500 | +100.0% | 0.00% | – |
| AKS | New | AK STL HLDG CORP | $7,000 | – | 2,000 | +100.0% | 0.00% | – |
| ADSK | New | AUTODESK INC | $7,000 | – | 38 | +100.0% | 0.00% | – |
| BMO | New | BANK MONTREAL QUE | $8,000 | – | 100 | +100.0% | 0.00% | – |
| HRB | New | BLOCK H & R INC | $7,000 | – | 280 | +100.0% | 0.00% | – |
| CNC | New | CENTENE CORP DEL | $8,000 | – | 124 | +100.0% | 0.00% | – |
| DE | New | DEERE & CO | $7,000 | – | 40 | +100.0% | 0.00% | – |
| EFX | New | EQUIFAX INC | $7,000 | – | 47 | +100.0% | 0.00% | – |
| FHI | New | FEDERATED INVS INC PAcl b | $8,000 | – | 250 | +100.0% | 0.00% | – |
| FRC | New | FIRST REP BK SAN FRANCISCO C | $8,000 | – | 64 | +100.0% | 0.00% | – |
| GMAB | New | GENMAB A Ssponsored ads | $8,000 | – | 345 | +100.0% | 0.00% | – |
| GPC | New | GENUINE PARTS CO | $7,000 | – | 70 | +100.0% | 0.00% | – |
| GPN | New | GLOBAL PMTS INC | $7,000 | – | 37 | +100.0% | 0.00% | – |
| IEO | New | ISHARES TRus oil gs ex etf | $8,000 | – | 140 | +100.0% | 0.00% | – |
| LITE | New | LUMENTUM HLDGS INC | $8,000 | – | 100 | +100.0% | 0.00% | – |
| MPC | New | MARATHON PETE CORP | $7,000 | – | 112 | +100.0% | 0.00% | – |
| NML | New | NEUBERGER BERMAN MLP AND ENR | $7,000 | – | 1,000 | +100.0% | 0.00% | – |
| PH | New | PARKER HANNIFIN CORP | $7,000 | – | 35 | +100.0% | 0.00% | – |
| RELX | New | RELX PLCsponsored adr | $8,000 | – | 308 | +100.0% | 0.00% | – |
| RY | New | ROYAL BK CDA MONTREAL QUE | $7,000 | – | 85 | +100.0% | 0.00% | – |
| SLB | New | SCHLUMBERGER LTD | $7,000 | – | 172 | +100.0% | 0.00% | – |
| OLED | New | UNIVERSAL DISPLAY CORP | $7,000 | – | 34 | +100.0% | 0.00% | – |
| VIG | New | VANGUARD GROUPdiv app etf | $7,000 | – | 59 | +100.0% | 0.00% | – |
| IGD | New | VOYA GLBL EQTY DIV & PREM OP | $8,000 | – | 1,280 | +100.0% | 0.00% | – |
| STNE | New | STONECO LTD | $8,000 | – | 189 | +100.0% | 0.00% | – |
| AZPN | New | ASPEN TECHNOLOGY INC | $4,000 | – | 37 | +100.0% | 0.00% | – |
| YUMC | New | YUM CHINA HLDGS INC | $5,000 | – | 110 | +100.0% | 0.00% | – |
| BFAM | New | BRIGHT HORIZONS FAM SOL IN D | $4,000 | – | 27 | +100.0% | 0.00% | – |
| AGNG | New | GLOBAL X FDSlnty thmtc etf | $4,000 | – | 165 | +100.0% | 0.00% | – |
| STWD | New | STARWOOD PPTY TR INC | $4,000 | – | 168 | +100.0% | 0.00% | – |
| EQIX | New | EQUINIX INC | $4,000 | – | 7 | +100.0% | 0.00% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $6,000 | – | 220 | +100.0% | 0.00% | – |
| SYK | New | STRYKER CORP | $6,000 | – | 28 | +100.0% | 0.00% | – |
| GILD | New | GILEAD SCIENCES INC | $4,000 | – | 65 | +100.0% | 0.00% | – |
| TRU | New | TRANSUNION | $6,000 | – | 73 | +100.0% | 0.00% | – |
| FMC | New | F M C CORP | $5,000 | – | 50 | +100.0% | 0.00% | – |
| GLPI | New | GAMING & LEISURE PPTYS INC | $6,000 | – | 150 | +100.0% | 0.00% | – |
| TM | New | TOYOTA MOTOR CORP | $6,000 | – | 44 | +100.0% | 0.00% | – |
| DEM | New | WISDOMTREE TRemer mkt high fd | $5,000 | – | 115 | +100.0% | 0.00% | – |
| GLPG | New | GALAPAGOS NVspon adr | $6,000 | – | 30 | +100.0% | 0.00% | – |
| WY | New | WEYERHAEUSER CO | $6,000 | – | 211 | +100.0% | 0.00% | – |
| WCN | New | WASTE CONNECTIONS INC | $5,000 | – | 55 | +100.0% | 0.00% | – |
| FSLR | New | FIRST SOLAR INC | $4,000 | – | 68 | +100.0% | 0.00% | – |
| MU | New | MICRON TECHNOLOGY INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
| TRI | New | THOMSON REUTERS CORP | $6,000 | – | 86 | +100.0% | 0.00% | – |
| TFX | New | TELEFLEX INC | $5,000 | – | 13 | +100.0% | 0.00% | – |
| XHB | New | SPDR SERIES TRUSTs&p homebuild | $5,000 | – | 120 | +100.0% | 0.00% | – |
| FTV | New | FORTIVE CORP | $4,000 | – | 58 | +100.0% | 0.00% | – |
| FLR | New | FLUOR CORP NEW | $4,000 | – | 200 | +100.0% | 0.00% | – |
| PWR | New | QUANTA SVCS INC | $5,000 | – | 126 | +100.0% | 0.00% | – |
| MKL | New | MARKEL CORP | $5,000 | – | 4 | +100.0% | 0.00% | – |
| BURL | New | BURLINGTON STORES INC | $6,000 | – | 27 | +100.0% | 0.00% | – |
| CI | New | CIGNA CORP NEW | $6,000 | – | 28 | +100.0% | 0.00% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $5,000 | – | 10 | +100.0% | 0.00% | – |
| CTAS | New | CINTAS CORP | $4,000 | – | 14 | +100.0% | 0.00% | – |
| RACE | New | FERRARI N V | $6,000 | – | 35 | +100.0% | 0.00% | – |
| RCS | New | PIMCO STRATEGIC INCOME FD IN | $5,000 | – | 560 | +100.0% | 0.00% | – |
| LW | New | LAMB WESTON HLDGS INC | $4,000 | – | 47 | +100.0% | 0.00% | – |
| LRCX | New | LAM RESEARCH CORP | $4,000 | – | 13 | +100.0% | 0.00% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $6,000 | – | 47 | +100.0% | 0.00% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $4,000 | – | 20 | +100.0% | 0.00% | – |
| PHG | New | KONINKLIJKE PHILIPS N Vny reg sh new | $6,000 | – | 123 | +100.0% | 0.00% | – |
| KDP | New | KEURIG DR PEPPER INC | $6,000 | – | 200 | +100.0% | 0.00% | – |
| CY | New | CYPRESS SEMICONDUCTOR CORP | $6,000 | – | 250 | +100.0% | 0.00% | – |
| MLNX | New | MELLANOX TECHNOLOGIES LTD | $5,000 | – | 41 | +100.0% | 0.00% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $6,000 | – | 36 | +100.0% | 0.00% | – |
| DVY | New | ISHARES TRselect divid etf | $5,000 | – | 50 | +100.0% | 0.00% | – |
| PPG | New | PPG INDS INC | $5,000 | – | 40 | +100.0% | 0.00% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $6,000 | – | 118 | +100.0% | 0.00% | – |
| DBD | New | DIEBOLD NXDF INC | $4,000 | – | 400 | +100.0% | 0.00% | – |
| APD | New | AIR PRODS & CHEMS INC | $6,000 | – | 26 | +100.0% | 0.00% | – |
| QRVO | New | QORVO INC | $4,000 | – | 37 | +100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INC | $4,000 | – | 50 | +100.0% | 0.00% | – |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $6,000 | – | 81 | +100.0% | 0.00% | – |
| DG | New | DOLLAR GEN CORP NEW | $4,000 | – | 27 | +100.0% | 0.00% | – |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $5,000 | – | 75 | +100.0% | 0.00% | – |
| ALC | New | ALCON INC | $5,000 | – | 97 | +100.0% | 0.00% | – |
| IMGN | New | IMMUNOGEN INC | $5,000 | – | 900 | +100.0% | 0.00% | – |
| IEX | New | IDEX CORP | $5,000 | – | 30 | +100.0% | 0.00% | – |
| VVV | New | VALVOLINE INC | $4,000 | – | 185 | +100.0% | 0.00% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $4,000 | – | 94 | +100.0% | 0.00% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $6,000 | – | 25 | +100.0% | 0.00% | – |
| IPGP | New | IPG PHOTONICS CORP | $5,000 | – | 37 | +100.0% | 0.00% | – |
| IGHG | New | PROSHARES TRinvt int rt hg | $5,000 | – | 61 | +100.0% | 0.00% | – |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $4,000 | – | 100 | +100.0% | 0.00% | – |
| HEI | New | HEICO CORP NEW | $4,000 | – | 33 | +100.0% | 0.00% | – |
| MCO | New | MOODYS CORP | $4,000 | – | 16 | +100.0% | 0.00% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $4,000 | – | 37 | +100.0% | 0.00% | – |
| HAL | New | HALLIBURTON CO | $5,000 | – | 200 | +100.0% | 0.00% | – |
| ARMK | New | ARAMARK | $4,000 | – | 95 | +100.0% | 0.00% | – |
| SPLK | New | SPLUNK INC | $5,000 | – | 31 | +100.0% | 0.00% | – |
| EDIT | New | EDITAS MEDICINE INC | $6,000 | – | 200 | +100.0% | 0.00% | – |
| GWRE | New | GUIDEWIRE SOFTWARE INC | $5,000 | – | 44 | +100.0% | 0.00% | – |
| ET | New | ENERGY TRANSFER LP | $4,000 | – | 337 | +100.0% | 0.00% | – |
| ESGR | New | ENSTAR GROUP LIMITED | $2,000 | – | 10 | +100.0% | 0.00% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $2,000 | – | 8 | +100.0% | 0.00% | – |
| NEWR | New | NEW RELIC INC | $2,000 | – | 23 | +100.0% | 0.00% | – |
| MELI | New | MERCADOLIBRE INC | $2,000 | – | 4 | +100.0% | 0.00% | – |
| LSXMK | New | LIBERTY MEDIA CORP DELAWARE | $3,000 | – | 54 | +100.0% | 0.00% | – |
| J | New | JACOBS ENGR GROUP INC | $3,000 | – | 30 | +100.0% | 0.00% | – |
| IRBT | New | IROBOT CORP | $2,000 | – | 40 | +100.0% | 0.00% | – |
| SMG | New | SCOTTS MIRACLE GRO COcl a | $3,000 | – | 30 | +100.0% | 0.00% | – |
| CKH | New | SEACOR HOLDINGS INC | $2,000 | – | 53 | +100.0% | 0.00% | – |
| IART | New | INTEGRA LIFESCIENCES HLDGS C | $3,000 | – | 55 | +100.0% | 0.00% | – |
| PODD | New | INSULET CORP | $2,000 | – | 10 | +100.0% | 0.00% | – |
| MCRB | New | SERES THERAPEUTICS INC | $3,000 | – | 1,000 | +100.0% | 0.00% | – |
| ICON | New | ICONIX BRAND GROUP INC | $3,000 | – | 2,295 | +100.0% | 0.00% | – |
| IAC | New | IAC INTERACTIVECORP | $2,000 | – | 9 | +100.0% | 0.00% | – |
| HARP | New | HARPOON THERAPEUTICS INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
| HPQ | New | HP INC | $2,000 | – | 83 | +100.0% | 0.00% | – |
| GRPN | New | GROUPON INC | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
| GOSS | New | GOSSAMER BIO INC | $3,000 | – | 180 | +100.0% | 0.00% | – |
| SDI | New | STANDARD DIVERSIFIED INC | $3,000 | – | 175 | +100.0% | 0.00% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $3,000 | – | 28 | +100.0% | 0.00% | – |
| GWPH | New | GW PHARMACEUTICALS PLCads | $2,000 | – | 18 | +100.0% | 0.00% | – |
| TCRR | New | TCR2 THERAPEUTICS INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
| TDOC | New | TELADOC HEALTH INC | $3,000 | – | 31 | +100.0% | 0.00% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $2,000 | – | 142 | +100.0% | 0.00% | – |
| ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $2,000 | – | 50 | +100.0% | 0.00% | – |
| TGI | New | TRIUMPH GROUP INC NEW | $3,000 | – | 100 | +100.0% | 0.00% | – |
| UA | New | UNDER ARMOUR INCcl c | $2,000 | – | 100 | +100.0% | 0.00% | – |
| ETY | New | EATON VANCE TX MGD DIV EQ IN | $3,000 | – | 260 | +100.0% | 0.00% | – |
| PEO | New | ADAM NAT RES FD INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
| DBX | New | DROPBOX INCcl a | $2,000 | – | 86 | +100.0% | 0.00% | – |
| MTN | New | VAIL RESORTS INC | $3,000 | – | 11 | +100.0% | 0.00% | – |
| DOV | New | DOVER CORP | $3,000 | – | 25 | +100.0% | 0.00% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $2,000 | – | 51 | +100.0% | 0.00% | – |
| DXCM | New | DEXCOM INC | $3,000 | – | 16 | +100.0% | 0.00% | – |
| CROX | New | CROCS INC | $2,000 | – | 59 | +100.0% | 0.00% | – |
| VRSK | New | VERISK ANALYTICS INC | $3,000 | – | 20 | +100.0% | 0.00% | – |
| LUMN | New | CENTURYLINK INC | $2,000 | – | 128 | +100.0% | 0.00% | – |
| CALX | New | CALIX INC | $3,000 | – | 319 | +100.0% | 0.00% | – |
| ZTR | New | VIRTUS TOTAL RETURN FUND INC | $2,000 | – | 151 | +100.0% | 0.00% | – |
| VMC | New | VULCAN MATLS CO | $3,000 | – | 18 | +100.0% | 0.00% | – |
| BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $2,000 | – | 30 | +100.0% | 0.00% | – |
| WRAP | New | WRAP TECHNOLOGIES INC | $2,000 | – | 374 | +100.0% | 0.00% | – |
| YELP | New | YELP INCcl a | $2,000 | – | 60 | +100.0% | 0.00% | – |
| VXX | New | BARCLAYS BK PLCipath b shrt trm | $2,000 | – | 132 | +100.0% | 0.00% | – |
| RCEL | New | AVITA MED LTDsponsored ads | $2,000 | – | 200 | +100.0% | 0.00% | – |
| APHA | New | APHRIA INC | $3,000 | – | 489 | +100.0% | 0.00% | – |
| AMP | New | AMERIPRISE FINL INC | $2,000 | – | 15 | +100.0% | 0.00% | – |
| ENDP | New | ENDO INTL PLC | $3,000 | – | 689 | +100.0% | 0.00% | – |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $3,000 | – | 160 | +100.0% | 0.00% | – |
| CRMT | New | AMERICAS CAR MART INC | $3,000 | – | 30 | +100.0% | 0.00% | – |
| ATUS | New | ALTICE USA INCcl a | $3,000 | – | 100 | +100.0% | 0.00% | – |
| ADS | New | ALLIANCE DATA SYSTEMS CORP | $3,000 | – | 24 | +100.0% | 0.00% | – |
| ALEC | New | ALECTOR INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
| AA | New | ALCOA CORP | $2,000 | – | 83 | +100.0% | 0.00% | – |
| DTIL | New | PRECISION BIOSCIENCES INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
| IVZ | New | INVESCO LTD | $1,000 | – | 60 | +100.0% | 0.00% | – |
| DBC | New | INVESCO DB COMMDY INDX TRCKunit | $0 | – | 13 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $0 | – | 53 | +100.0% | 0.00% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $1,000 | – | 5 | +100.0% | 0.00% | – |
| PCY | New | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $0 | – | 10 | +100.0% | 0.00% | – |
| KLDO | New | KALEIDO BIOSCIENCES INC | $1,000 | – | 200 | +100.0% | 0.00% | – |
| CRON | New | CRONOS GROUP INC | $0 | – | 51 | +100.0% | 0.00% | – |
| AFIN | New | AMERICAN FIN TR INC | $0 | – | 1 | +100.0% | 0.00% | – |
| CNDT | New | CONDUENT INC | $0 | – | 20 | +100.0% | 0.00% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $1,000 | – | 8 | +100.0% | 0.00% | – |
| KTB | New | KONTOOR BRANDS INC | $1,000 | – | 32 | +100.0% | 0.00% | – |
| KHC | New | KRAFT HEINZ CO | $1,000 | – | 33 | +100.0% | 0.00% | – |
| LPCN | New | LIPOCINE INC NEW | $0 | – | 500 | +100.0% | 0.00% | – |
| CC | New | CHEMOURS CO | $0 | – | 10 | +100.0% | 0.00% | – |
| LOGC | New | LOGICBIO THERAPEUTICS INC | $1,000 | – | 200 | +100.0% | 0.00% | – |
| ACC | New | AMERICAN CAMPUS CMNTYS INC | $0 | – | 2 | +100.0% | 0.00% | – |
| MNKKQ | New | MALLINCKRODT PUB LTD CO | $0 | – | 1 | +100.0% | 0.00% | – |
| UVXY | New | PROSHARES TR IIultra vix short | $1,000 | – | 100 | +100.0% | 0.00% | – |
| REZI | New | RESIDEO TECHNOLOGIES INC | $0 | – | 35 | +100.0% | 0.00% | – |
| SGOL | New | ABERDEEN STD GOLD ETF TR | $1,000 | – | 40 | +100.0% | 0.00% | – |
| CRCQQ | New | CALIFORNIA RES CORP | $0 | – | 2 | +100.0% | 0.00% | – |
| NEBLQ | New | NOBLE CORP PLC | $0 | – | 20 | +100.0% | 0.00% | – |
| MPLX | New | MPLX LP | $1,000 | – | 54 | +100.0% | 0.00% | – |
| WAB | New | WABTEC CORP | $0 | – | 4 | +100.0% | 0.00% | – |
| MRO | New | MARATHON OIL CORP | $1,000 | – | 51 | +100.0% | 0.00% | – |
| KIE | New | SPDR SERIES TRUSTs&p ins etf | $1,000 | – | 33 | +100.0% | 0.00% | – |
| NVT | New | NVENT ELECTRIC PLC | $0 | – | 2 | +100.0% | 0.00% | – |
| BMYRT | New | BRISTOL MYERS SQUIBB COright 99/99/9999 | $0 | – | 80 | +100.0% | 0.00% | – |
| EAD | New | WELLS FARGO INCOME OPPORTUNIwf inc oppty fd | $0 | – | 38 | +100.0% | 0.00% | – |
| WDC | New | WESTERN DIGITAL CORP | $0 | – | 6 | +100.0% | 0.00% | – |
| XOP | New | SPDR SERIES TRUSTs&p oilgas exp | $1,000 | – | 31 | +100.0% | 0.00% | – |
| XAR | New | SPDR SERIES TRUSTaerospace def | $1,000 | – | 7 | +100.0% | 0.00% | – |
| RFP | New | RESOLUTE FST PRODS INC | $0 | – | 5 | +100.0% | 0.00% | – |
| WYND | New | WYNDHAM DESTINATIONS INC | $0 | – | 2 | +100.0% | 0.00% | – |
| WH | New | WYNDHAM HOTELS & RESORTS INC | $0 | – | 2 | +100.0% | 0.00% | – |
| RWR | New | SPDR SERIES TRUSTdj reit etf | $1,000 | – | 6 | +100.0% | 0.00% | – |
| BB | New | BLACKBERRY LTD | $0 | – | 75 | +100.0% | 0.00% | – |
| BYND | New | BEYOND MEAT INC | $0 | – | 6 | +100.0% | 0.00% | – |
| XRX | New | XEROX HOLDINGS CORP | $1,000 | – | 25 | +100.0% | 0.00% | – |
| PNR | New | PENTAIR PLC | $0 | – | 2 | +100.0% | 0.00% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,000 | – | 5 | +100.0% | 0.00% | – |
| MOMO | New | MOMO INCadr | $1,000 | – | 42 | +100.0% | 0.00% | – |
| FNGU | New | BANK OF MONTREALmicrosectrs idx | $0 | – | 5 | +100.0% | 0.00% | – |
| JWN | New | NORDSTROM INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
| CAR | New | AVIS BUDGET GROUP INC | $0 | – | 1 | +100.0% | 0.00% | – |
| AVNS | New | AVANOS MED INC | $0 | – | 6 | +100.0% | 0.00% | – |
| ADNT | New | ADIENT PLC | $0 | – | 1 | +100.0% | 0.00% | – |
| ATRO | New | ASTRONICS CORP | $1,000 | – | 25 | +100.0% | 0.00% | – |
| FTRCQ | New | FRONTIER COMMUNICATIONS CORP | $0 | – | 315 | +100.0% | 0.00% | – |
| FPF | New | FIRST TR INTER DUR PFD & IN | $1,000 | – | 50 | +100.0% | 0.00% | – |
| TIVO | New | TIVO CORP | $0 | – | 56 | +100.0% | 0.00% | – |
| TECK | New | TECK RESOURCES LTDcl b | $1,000 | – | 30 | +100.0% | 0.00% | – |
| FGPRQ | New | FERRELLGAS PARTNERS L.P.unit ltd part | $0 | – | 51 | +100.0% | 0.00% | – |
| TLRDQ | New | TAILORED BRANDS INC | $1,000 | – | 150 | +100.0% | 0.00% | – |
| GTX | New | GARRETT MOTION INC | $0 | – | 17 | +100.0% | 0.00% | – |
| SWCH | New | SWITCH INCcl a | $1,000 | – | 55 | +100.0% | 0.00% | – |
| RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $0 | – | 6 | +100.0% | 0.00% | – |
| STML | New | STEMLINE THERAPEUTICS INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| TY | New | TRI CONTL CORP | $1,000 | – | 26 | +100.0% | 0.00% | – |
| SPEU | New | SPDR INDEX SHS FDSportflo eurp etf | $0 | – | 6 | +100.0% | 0.00% | – |
| SGDM | New | SPROTT ETF TRgold miners etf | $1,000 | – | 23 | +100.0% | 0.00% | – |
| HEAR | New | TURTLE BEACH CORP | $0 | – | 25 | +100.0% | 0.00% | – |
| GPORQ | New | GULFPORT ENERGY CORP | $1,000 | – | 300 | +100.0% | 0.00% | – |
| EBAY | New | EBAY INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
| OBELF | New | OBSIDIAN ENERGY LTD | $0 | – | 571 | +100.0% | 0.00% | – |
| TEL | New | TE CONNECTIVITY LTD | $1,000 | – | 12 | +100.0% | 0.00% | – |
| HMC | New | HONDA MOTOR LTD | $0 | – | 14 | +100.0% | 0.00% | – |
| ERA | New | ERA GROUP INC | $1,000 | – | 53 | +100.0% | 0.00% | – |
| LOCO | New | EL POLLO LOCO HLDGS INC | $1,000 | – | 40 | +100.0% | 0.00% | – |
| PLNT | New | PLANET FITNESS INCcl a | $1,000 | – | 20 | +100.0% | 0.00% | – |
| PJT | New | PJT PARTNERS INC | $0 | – | 4 | +100.0% | 0.00% | – |
| PFN | New | PIMCO INCOME STRATEGY FUND I | $0 | – | 41 | +100.0% | 0.00% | – |
| AOBC | New | AMERICAN OUTDOOR BRANDS CORP | $1,000 | – | 83 | +100.0% | 0.00% | – |
| SNCA | New | SENECA BIOPHARMA INC | $0 | – | 5 | +100.0% | 0.00% | – |
| IHG | New | INTERCONTINENTAL HOTELS GROUsponsored ads | $1,000 | – | 13 | +100.0% | 0.00% | – |
| PEY | New | INVESCO EXCHANGE TRADED FD Thig yld eq div | $0 | – | 10 | +100.0% | 0.00% | – |
| YINN | New | DIREXION SHS ETF TRdl ftse bll 3x | $1,000 | – | 25 | +100.0% | 0.00% | – |
| LPG | New | DORIAN LPG LTD | $0 | – | 11 | +100.0% | 0.00% | – |
| BBT | Exit | BB&T CORP | $0 | – | -4,358 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 28.7% |
| INVESCO EXCHANGE TRADED FD T | 20 | Q3 2023 | 13.7% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 9.9% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 12.0% |
| APPLE INC | 20 | Q3 2023 | 7.2% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.8% |
| COSTCO WHSL CORP NEW | 20 | Q3 2023 | 2.5% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 2.3% |
| VISA INC | 20 | Q3 2023 | 2.4% |
| META PLATFORMS INC | 20 | Q3 2023 | 2.2% |
View MANCHESTER FINANCIAL INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-03 |
View MANCHESTER FINANCIAL 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.