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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IWY |
iShares Trust |
1 |
- |
$195.77 |
$10,026,000 |
57,220 |
2.42% |
1,500,000 |
1,795 |
0.064 |
N/A |
|
|
SCHX |
Schwab Strategic Trust |
3 |
- |
$61.67 |
$9,228,000 |
163,617 |
2.23% |
1,231,000 |
5,571 |
0.006 |
Closed - End Fund - Debt |
|
|
ELR |
streetTRACKS Series Trust -... |
4 |
- |
$61.19 |
$9,224,000 |
165,005 |
2.23% |
1,212,000 |
5,592 |
0.018 |
Closed - End Fund - E... |
|
|
OEF |
iShares S&P 100 Index |
5 |
- |
$247.48 |
$8,911,000 |
39,889 |
2.15% |
1,164,000 |
1,276 |
0.09 |
Closed - End Fund - E... |
|
|
VV |
Vanguard Large Cap VIPERS |
6 |
- |
$238.38 |
$8,759,000 |
40,152 |
2.11% |
1,158,000 |
1,309 |
0.032 |
Closed - End Fund - E... |
|
|
VSDA |
Victoryshares Dividend Acce... |
8 |
- |
$0.00 |
$8,738,000 |
183,645 |
2.11% |
1,059,000 |
6,744 |
2.401 |
N/A |
|
|
SPYG |
SPDR Dow Jones Wilshire Lar... |
9 |
- |
$73.35 |
$8,719,000 |
134,013 |
2.1% |
1,129,000 |
5,978 |
0.007 |
Closed - End Fund - E... |
|
|
FHLC |
Fidelity Msci Health Care I... |
10 |
- |
$67.59 |
$8,366,000 |
129,327 |
2.02% |
829,000 |
4,920 |
0.326 |
N/A |
|
|
MSFT |
Microsoft Corp |
14 |
- |
$412.32 |
$4,973,000 |
13,224 |
1.2% |
814,000 |
51 |
0 |
Application Software |
|
|
PEY |
Invesco High Yield Eq Div A... |
15 |
- |
$20.46 |
$4,866,000 |
230,172 |
1.17% |
587,000 |
7,174 |
0.548 |
Closed - End Fund - Debt |
|
|
DIVO |
Amplify Yieldshares Cwp Div... |
16 |
- |
$0.00 |
$4,568,000 |
124,966 |
1.1% |
381,000 |
4,418 |
0.139 |
N/A |
|
|
VYM |
Vanguard High Dividend Yiel... |
17 |
- |
$119.48 |
$4,543,000 |
40,699 |
1.1% |
480,000 |
1,373 |
0.012 |
Closed - End Fund - Debt |
|
|
SCHD |
Schwab US Dividend Equity ETF |
18 |
- |
$79.16 |
$4,246,000 |
55,778 |
1.02% |
442,000 |
2,019 |
0.019 |
N/A |
|
|
PGX |
Invesco Preferred ETF |
19 |
- |
$11.51 |
$3,424,000 |
298,476 |
0.83% |
315,000 |
14,583 |
0.069 |
Closed - End Fund - Debt |
|
|
AAPL |
Apple Inc |
20 |
- |
$184.57 |
$3,332,000 |
17,307 |
0.8% |
532,000 |
950 |
0 |
Personal Computers |
|
|
RPG |
Invesco S&P 500 Pure Growth... |
24 |
- |
$35.32 |
$2,742,000 |
84,984 |
0.66% |
191,000 |
385 |
0.094 |
Closed - End Fund - E... |
|
|
FDL |
First Trust Morningstar Div... |
25 |
- |
$38.39 |
$2,490,000 |
69,396 |
0.6% |
321,000 |
4,540 |
0.077 |
Closed - End Fund - Debt |
|
|
PFF |
iShares S&P U.S. Preferred ... |
31 |
- |
$31.38 |
$2,217,000 |
71,070 |
0.54% |
232,000 |
5,235 |
0.015 |
Closed - End Fund - E... |
|
|
CLY |
iShares Trust |
32 |
- |
$49.92 |
$2,211,000 |
41,968 |
0.53% |
380,000 |
3,136 |
0.046 |
Closed - End Fund - Debt |
|
|
DBEF |
Xtrackers MSCI EAFE Hedged ... |
35 |
- |
$41.52 |
$2,162,000 |
58,475 |
0.52% |
260,000 |
3,972 |
0.052 |
N/A |
|
|
PGF |
Invesco Financial Preferred... |
44 |
- |
$14.69 |
$1,813,000 |
124,320 |
0.44% |
225,000 |
11,361 |
0.142 |
Closed - End Fund - E... |
|
|
PFXF |
Market Vectors Preferred Se... |
45 |
- |
$17.38 |
$1,811,000 |
105,440 |
0.44% |
199,000 |
9,547 |
0.266 |
N/A |
|
|
BBT |
Truist Financial Corp |
53 |
- |
$35.64 |
$1,624,000 |
43,997 |
0.39% |
368,000 |
98 |
0.003 |
Domestic Regional Banks |
|
|
DSI |
iShares KLD 400 Social Index |
61 |
- |
$98.93 |
$1,353,000 |
14,862 |
0.33% |
146,000 |
35 |
0.008 |
Closed - End Fund - E... |
|
|
AMZN |
Amazon.com Inc |
65 |
- |
$189.50 |
$1,284,000 |
8,448 |
0.31% |
211,000 |
5 |
0 |
Internet Software & S... |
|
|
EMR |
Emerson Electric Co |
70 |
- |
$115.59 |
$1,233,000 |
12,670 |
0.3% |
15,000 |
60 |
0.002 |
Industrial Electrical... |
|
|
BLK |
BlackRock Inc A |
74 |
- |
$789.13 |
$1,212,000 |
1,493 |
0.29% |
253,000 |
10 |
0.001 |
Investment Brokerage ... |
|
|
SBUX |
Starbucks Corp |
83 |
- |
$75.68 |
$1,181,000 |
12,298 |
0.29% |
60,000 |
20 |
0.001 |
Specialty Eateries |
|
|
PSX |
Phillips 66 |
90 |
- |
$147.72 |
$1,123,000 |
8,434 |
0.27% |
133,000 |
194 |
0.002 |
Oil & Gas Refining, P... |
|
|
O |
Realty Income Corp |
116 |
- |
$54.63 |
$917,000 |
15,967 |
0.22% |
122,000 |
47 |
0.003 |
REIT - Retail |
|
|
DAL |
Delta Air Lines Inc |
126 |
- |
$46.55 |
$866,000 |
21,534 |
0.21% |
92,000 |
625 |
0.003 |
Major Airlines |
|
|
SCHG |
Schwab Strategic Trust |
131 |
- |
$92.83 |
$837,000 |
10,089 |
0.2% |
135,000 |
429 |
0.018 |
Closed - End Fund - Debt |
|
|
HD |
Home Depot Inc |
153 |
- |
$347.44 |
$704,000 |
2,032 |
0.17% |
109,000 |
63 |
0 |
Home Improvement Stores |
|
|
FTEC |
Fidelity Msci Information T... |
155 |
- |
$153.04 |
$702,000 |
4,888 |
0.17% |
131,000 |
243 |
0.01 |
N/A |
|
|
FMC |
FMC Corp |
165 |
- |
$67.02 |
$649,000 |
10,291 |
0.16% |
595,000 |
9,491 |
0.008 |
Diversified Chemicals |
|
|
SPHQ |
Powershares S&P 500 High Q |
169 |
- |
$59.88 |
$641,000 |
11,858 |
0.15% |
81,000 |
657 |
0.013 |
Closed - End Fund - Debt |
|
|
SPXN |
Proshares S&p 500 Exfinanci... |
171 |
- |
$0.00 |
$636,000 |
6,209 |
0.15% |
93,000 |
341 |
0.069 |
N/A |
|
|
PWB |
Invesco Dynamic Large Cap G... |
173 |
- |
$88.45 |
$634,000 |
8,155 |
0.15% |
113,000 |
464 |
0 |
Closed - End Fund - Debt |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
172 |
- |
$0.00 |
$634,000 |
4,309 |
0.15% |
97,000 |
234 |
0.069 |
N/A |
|
|
PAVE |
Global X Us Infrastructure ... |
177 |
- |
$0.00 |
$628,000 |
18,235 |
0.15% |
489,000 |
13,655 |
0 |
N/A |
|
|
PXLG |
Invesco Russell Top 200 Pur... |
179 |
- |
$103.10 |
$627,000 |
6,393 |
0.15% |
76,000 |
359 |
0 |
N/A |
|
|
JSMD |
Janus Small Med Cap Growth ... |
181 |
- |
$68.33 |
$617,000 |
9,392 |
0.15% |
101,000 |
560 |
0.01 |
N/A |
|
|
VONG |
Vanguard Russell 1000 Growt... |
184 |
- |
$86.52 |
$602,000 |
7,714 |
0.15% |
468,000 |
5,757 |
0.001 |
N/A |
|
|
FDIS |
Fidelity Msci Consumer Disc... |
188 |
- |
$80.49 |
$596,000 |
7,548 |
0.14% |
101,000 |
466 |
0.045 |
N/A |
|
|
JKE |
iShares Morningstar Large G... |
189 |
- |
$75.43 |
$595,000 |
8,767 |
0.14% |
462,000 |
6,531 |
0.013 |
Closed - End Fund - E... |
|
|
RTH |
Vaneck Vectors Retail Etf |
191 |
- |
$204.73 |
$591,000 |
3,138 |
0.14% |
95,000 |
185 |
0.257 |
N/A |
|
|
IWZ |
iShares Russell 3000 Growth |
201 |
- |
$117.40 |
$544,000 |
5,229 |
0.13% |
80,000 |
333 |
0.001 |
Closed - End Fund - E... |
|
|
FPX |
First Trust US IPO Index |
204 |
- |
$103.17 |
$533,000 |
5,559 |
0.13% |
99,000 |
387 |
0.036 |
Closed - End Fund - Debt |
|
|
BAX |
Baxter International Inc |
208 |
- |
$40.93 |
$517,000 |
13,376 |
0.12% |
515,000 |
13,331 |
0.003 |
Medical Instruments &... |
|
|
RTX |
RTX Corp |
211 |
- |
$101.02 |
$505,000 |
6,006 |
0.12% |
410,000 |
4,681 |
0 |
Conglomerates |
|
|
IIPR |
Innovative Industrial Prope... |
212 |
- |
$104.81 |
$504,000 |
5,000 |
0.12% |
135,000 |
125 |
0.023 |
N/A |
|
|
GE |
General Electric Co |
228 |
- |
$167.50 |
$440,000 |
3,448 |
0.11% |
59,000 |
6 |
0 |
Conglomerates |
|
|
AXP |
American Express Co |
265 |
- |
$239.14 |
$332,000 |
1,770 |
0.08% |
73,000 |
34 |
0 |
Credit Services |
|
|
AZN |
AstraZeneca Plc (ADR) |
285 |
- |
$77.61 |
$267,000 |
3,957 |
0.06% |
25,000 |
384 |
0 |
Drug Manufacturers - ... |
|
|
CVX |
Chevron Corp |
284 |
- |
$165.45 |
$267,000 |
1,789 |
0.06% |
-31,000 |
20 |
0 |
Integrated Oil & Gas |
|
|
HPE |
Hewlett Packard Enterprise Co |
297 |
- |
$17.06 |
$242,000 |
14,233 |
0.06% |
-4,000 |
52 |
0.001 |
N/A |
|
|
MCD |
McDonalds Corp |
298 |
- |
$267.95 |
$242,000 |
816 |
0.06% |
29,000 |
9 |
0 |
Restaurants |
|
|
TD |
Toronto-Dominion Bank (USA) |
306 |
- |
$56.13 |
$231,000 |
3,567 |
0.06% |
19,000 |
42 |
0 |
Domestic Money Center... |
|
|
NVDA |
NVIDIA Corporation |
307 |
- |
$887.47 |
$228,000 |
461 |
0.06% |
53,000 |
59 |
0 |
Semiconductor - Speci... |
|
|
DEM |
WisdomTree Emerging Markets... |
308 |
- |
$43.41 |
$227,000 |
5,572 |
0.05% |
168,000 |
4,008 |
0.013 |
Closed - End Fund - E... |
|
|
VYMI |
Vanguard International High... |
313 |
- |
$0.00 |
$220,000 |
3,308 |
0.05% |
162,000 |
2,378 |
0.004 |
N/A |
|
|
PEP |
Pepsico Inc |
324 |
- |
$178.06 |
$208,000 |
1,224 |
0.05% |
6,000 |
30 |
0 |
Beverage Soft Drinks... |
|
|
TSLA |
Tesla Motors Inc |
329 |
- |
$177.81 |
$203,000 |
816 |
0.05% |
3,000 |
15 |
0 |
Auto Manufacturers |
|
|
IEO |
iShares Dow Jones U.S. Oil ... |
334 |
- |
$0.00 |
$200,000 |
2,143 |
0.05% |
142,000 |
1,544 |
0.024 |
Closed - End Fund - E... |
|
|
IPG |
Interpublic Group of Companies |
338 |
- |
$31.20 |
$197,000 |
6,043 |
0.05% |
28,000 |
143 |
0 |
Advertising Agencies |
|
|
IWF |
iShares Russell 1000 Growth |
342 |
- |
$336.22 |
$194,000 |
640 |
0.05% |
44,000 |
75 |
0 |
Closed - End Fund - E... |
|
|
IWD |
iShares Russell 1000 Value |
360 |
- |
$176.63 |
$154,000 |
931 |
0.04% |
38,000 |
165 |
0.002 |
Closed - End Fund - E... |
|
|
OXY |
Occidental Petroleum Corp |
363 |
- |
$64.24 |
$152,000 |
2,552 |
0.04% |
-13,000 |
5 |
0 |
Independent Oil & Gas |
|
|
TXN |
Texas Instruments Inc |
365 |
- |
$185.32 |
$149,000 |
875 |
0.04% |
13,000 |
22 |
0 |
Semiconductor- Broad... |
|
|
GD |
General Dynamics Corp |
381 |
- |
$295.97 |
$137,000 |
526 |
0.03% |
23,000 |
8 |
0 |
Aerospace/Defense - M... |
|
|
VCIT |
Vanguard Intermediate-Term |
390 |
- |
$79.35 |
$130,000 |
1,604 |
0.03% |
10,000 |
30 |
0 |
Closed - End Fund - Debt |
|
|
ANTM |
Anthem Inc |
392 |
- |
$538.58 |
$129,000 |
274 |
0.03% |
27,000 |
39 |
0 |
N/A |
|
|
GOOG |
Alphabet Inc |
402 |
- |
$171.58 |
$118,000 |
835 |
0.03% |
34,000 |
197 |
0 |
Search Engines & Info... |
|
|
WMB |
Williams Companies Inc |
403 |
- |
$39.58 |
$117,000 |
3,372 |
0.03% |
9,000 |
168 |
0.001 |
Oil & Gas Pipelines &... |
|
|
MDLZ |
Mondelez International Inc |
423 |
- |
$70.20 |
$96,000 |
1,327 |
0.02% |
21,000 |
243 |
0 |
Food - Major Diversified |
|
|
V |
Visa Inc |
428 |
- |
$278.54 |
$90,000 |
346 |
0.02% |
22,000 |
49 |
0 |
Business Services |
|
|
GEHC |
Ge Healthcare Holding Llc |
429 |
- |
$82.73 |
$88,000 |
1,133 |
0.02% |
11,000 |
2 |
0 |
N/A |
|
|
BATRK |
Liberty Media Corporation |
481 |
- |
$41.99 |
$62,000 |
1,570 |
0.01% |
10,000 |
125 |
0 |
Entertainment - Diver... |
|
|
ESGU |
Ishares Msci Usa Esg Optimized |
483 |
- |
$0.00 |
$61,000 |
581 |
0.01% |
15,000 |
88 |
0.009 |
N/A |
|
|
SPYX |
Spdr S |
488 |
- |
$42.49 |
$60,000 |
1,557 |
0.01% |
15,000 |
247 |
0 |
N/A |
|
|
CRBN |
Ishares Msci Acwi Low Carbo... |
486 |
- |
$0.00 |
$60,000 |
362 |
0.01% |
14,000 |
53 |
0.016 |
N/A |
|
|
KLD |
iShares KLD Select Social I... |
489 |
- |
$108.03 |
$60,000 |
593 |
0.01% |
15,000 |
92 |
0 |
Closed - End Fund - E... |
|
|
ESML |
iShares MSCI USA Sml-Cp ESG... |
496 |
- |
$0.00 |
$58,000 |
1,526 |
0.01% |
15,000 |
261 |
0.007 |
N/A |
|
|
DE |
Deere & Co |
497 |
- |
$409.00 |
$58,000 |
145 |
0.01% |
7,000 |
9 |
0 |
Farm & Construction M... |
|
|
ESGD |
Ishares Trust Ishares Msci ... |
501 |
- |
$80.47 |
$58,000 |
772 |
0.01% |
13,000 |
124 |
0 |
N/A |
|
|
UNH |
Unitedhealth Group Inc |
518 |
- |
$507.03 |
$47,000 |
89 |
0.01% |
8,000 |
11 |
0 |
Health Care Plans |
|
|
GOVT |
Ishares Barclays Us Treasur... |
557 |
- |
$0.00 |
$36,000 |
1,572 |
0.01% |
11,000 |
426 |
0 |
N/A |
|
|
BNDX |
Vanguard Total Internationa... |
562 |
- |
$48.78 |
$34,000 |
689 |
0.01% |
3,000 |
37 |
0 |
N/A |
|
|
BDX |
Becton Dickinson & Co |
589 |
- |
$235.00 |
$27,000 |
112 |
0.01% |
3,000 |
19 |
0 |
Medical Instruments &... |
|
|
KMI |
Kinder Morgan Inc |
591 |
- |
$19.01 |
$26,000 |
1,458 |
0.01% |
6,000 |
243 |
0 |
Gas Utilities |
|
|
ALL |
Allstate Corp |
599 |
- |
$171.46 |
$24,000 |
172 |
0.01% |
7,000 |
20 |
0.047 |
Property & Casualty I... |
|
|
SCHH |
Schwab Us Reit |
628 |
- |
$19.58 |
$20,000 |
976 |
0% |
3,000 |
24 |
0.011 |
N/A |
|
|
ACN |
Accenture Plc |
642 |
- |
$306.61 |
$19,000 |
54 |
0% |
5,000 |
10 |
0 |
Management Services |
|
|
BSX |
Boston Scientific Corp |
640 |
- |
$74.10 |
$19,000 |
330 |
0% |
18,000 |
309 |
0 |
Medical Instruments &... |
|
|
FTY |
iShares Trust |
659 |
- |
$52.22 |
$17,000 |
322 |
0% |
2,000 |
14 |
0.003 |
Closed - End Fund - Debt |
|
|
PFG |
Principal Financial Group Inc |
693 |
- |
$83.49 |
$14,000 |
173 |
0% |
5,000 |
47 |
0.013 |
Life & Health Insurance |
|
|
FREL |
Fidelity Msci Real Estate I... |
708 |
- |
$0.00 |
$13,000 |
488 |
0% |
3,000 |
28 |
0 |
N/A |
|
|
CSX |
CSX Corp |
716 |
- |
$34.50 |
$12,000 |
342 |
0% |
6,000 |
135 |
0 |
Railroads |
|
|
COIN |
Coinbase Global, Inc. |
805 |
- |
$210.45 |
$6,000 |
33 |
0% |
4,000 |
4 |
0 |
N/A |
|
|
ETN |
Eaton Corp |
823 |
- |
$333.26 |
$5,000 |
19 |
0% |
5,000 |
19 |
0 |
Diversified Machinery |
|
