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Name: |
Strategic Wealth Designers |
City: |
Louisville |
State: |
KY |
Zip: |
40222 |
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data |
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Filing Period: |
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Holdings
Found :
8 |
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Unchanged Positions |
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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 |
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BLL |
Ball Corp |
64 |
- |
$69.16 |
$659,000 |
11,464 |
0.1% |
88,000 |
0 |
0.004 |
Packaging & Containers |
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HPQ |
HP Inc |
66 |
- |
$29.72 |
$642,000 |
21,320 |
0.1% |
94,000 |
0 |
0.002 |
Diversified Computer ... |
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KEYS |
Keysight Technologies Inc |
70 |
- |
$150.21 |
$584,000 |
3,674 |
0.09% |
98,000 |
0 |
0.002 |
N/A |
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WTFC |
Wintrust Financial Corp |
85 |
- |
$101.70 |
$464,000 |
5,003 |
0.07% |
86,000 |
0 |
0 |
Domestic Regional Banks |
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HPE |
Hewlett Packard Enterprise Co |
92 |
- |
$17.06 |
$358,000 |
21,082 |
0.05% |
-8,000 |
0 |
0.002 |
N/A |
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UBSI |
United Bankshares Inc |
95 |
- |
$34.41 |
$339,000 |
9,033 |
0.05% |
90,000 |
0 |
0.007 |
Domestic Regional Banks |
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A |
Agilent Technologies Inc |
107 |
- |
$149.76 |
$280,000 |
2,014 |
0.04% |
55,000 |
0 |
0.001 |
Scientific & Technica... |
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BTT |
Blackrock Municipal Target ... |
119 |
- |
$20.76 |
$228,000 |
10,959 |
0.03% |
15,000 |
0 |
0 |
N/A |
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