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| Holdings Found : 100 | View All Holdings | Currently Viewing: Increased Positions | Page 1 of 1 | ||||
Menu |
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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IWD | iShares Russell 1000 Value | - | $174.87 | $33,563,000 | 187,390 | % | 5,396,000 | 16,938 | 0 | N/A | |
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QQQ | Invesco QQQ Trust Series I | - | $440.32 | $31,615,000 | 71,203 | % | 4,278,000 | 4,450 | 0 | N/A | |
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IWF | iShares Russell 1000 Growth | - | $335.67 | $31,105,000 | 92,287 | % | 4,941,000 | 5,987 | 0 | N/A | |
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AMGN | Amgen Inc | - | $300.30 | $27,353,000 | 96,206 | % | -267,000 | 311 | 0 | N/A | |
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IJK | iShares S&P mC400/BARRA GR | - | $89.75 | $20,276,000 | 222,200 | % | 3,774,000 | 13,896 | 0 | N/A | |
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IJJ | iShares S&P MC 400/BARRA VL | - | $115.22 | $17,760,000 | 150,138 | % | 1,930,000 | 11,326 | 0 | N/A | |
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VGT | Vanguard I T VIPERS | - | $514.67 | $13,521,000 | 25,787 | % | 2,438,000 | 2,888 | 0 | N/A | |
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MTUM | Ishares Msci Usa Momentum F... | - | $0.00 | $11,776,000 | 62,855 | % | 2,599,000 | 4,361 | 0 | N/A | |
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SHY | Ishares Barclays 1-3 Treasu... | - | $81.30 | $11,621,000 | 142,097 | % | 2,383,000 | 29,488 | 0 | N/A | |
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PAVE | Global X Us Infrastructure ... | - | $0.00 | $10,553,000 | 265,076 | % | 2,602,000 | 34,353 | 0 | N/A | |
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XLI | SPDR Industrial Sector | - | $124.35 | $9,481,000 | 75,268 | % | 1,844,000 | 8,274 | 0 | N/A | |
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VBR | Vanguard Small Cap Val VIPER | - | $186.26 | $8,954,000 | 46,666 | % | 1,606,000 | 5,838 | 0 | N/A | |
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VEA | Vanguard Europe Pacific ETF | - | $49.56 | $8,324,000 | 165,910 | % | 1,829,000 | 30,320 | 0 | N/A | |
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ITOT | iShares Core S&P Total US | - | $113.81 | $8,001,000 | 69,390 | % | 1,602,000 | 8,578 | 0 | N/A | |
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VBK | Vanguard Small Cap Gr VIPERS | - | $252.46 | $7,775,000 | 29,823 | % | 1,337,000 | 3,193 | 0 | N/A | |
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USMV | iShares MSCI USA Minimum Vo... | - | $0.00 | $7,373,000 | 88,218 | % | 1,551,000 | 13,608 | 0 | N/A | |
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XLB | SPDR Materials Select Sector | - | $91.14 | $6,789,000 | 73,083 | % | 1,552,000 | 11,866 | 0 | N/A | |
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XLF | SPDR Financial Sector | - | $41.21 | $6,681,000 | 158,628 | % | 1,415,000 | 18,576 | 0 | N/A | |
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IJT | iShares S&P SC600 BR Gr Indx | - | $129.84 | $6,299,000 | 48,184 | % | 415,000 | 1,166 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $409.34 | $6,245,000 | 14,845 | % | 691,000 | 77 | 0 | N/A | |
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MINT | Pimco ETF Trust | - | $100.25 | $5,964,000 | 59,323 | % | 1,274,000 | 12,327 | 0 | N/A | |
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CIU | iShares Barclays Intermedia... | - | $50.90 | $5,843,000 | 113,236 | % | 1,162,000 | 23,210 | 0 | N/A | |
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VYM | Vanguard High Dividend Yiel... | - | $118.21 | $5,604,000 | 46,317 | % | 1,055,000 | 5,566 | 0 | N/A | |
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KIE | streetTRACKS Series Trust -... | - | $50.71 | $5,585,000 | 107,258 | % | 1,283,000 | 12,118 | 0 | N/A | |
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EEMV | Ishares Msci Emerging Marke... | - | $0.00 | $5,334,000 | 94,254 | % | 915,000 | 14,754 | 0 | N/A | |
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VIG | Vanguard Dividend Appreciat... | - | $178.82 | $5,214,000 | 28,550 | % | 451,000 | 600 | 0 | N/A | |
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IHI | iShares Dow Jones US Medica... | - | $55.93 | $5,120,000 | 87,395 | % | 972,000 | 10,545 | 0 | N/A | |
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LQD | iShares Trust Goldman Sachs | - | $106.75 | $5,028,000 | 46,165 | % | 968,000 | 9,477 | 0 | N/A | |
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ITB | iShares Dow Jones U.S. Home... | - | $0.00 | $4,963,000 | 42,868 | % | 1,428,000 | 8,122 | 0 | N/A | |
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SHYG | Ishares 0 5 Year High Yield... | - | $42.23 | $4,795,000 | 112,685 | % | 1,018,000 | 23,234 | 0 | N/A | |
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XLC | Communication Services Sele... | - | $81.39 | $4,639,000 | 56,806 | % | 941,000 | 5,908 | 0 | N/A | |
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VB | Vanguard Small Cap VIPERS | - | $221.76 | $4,478,000 | 19,590 | % | 389,000 | 425 | 0 | N/A | |
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VHT | Vanguard Health Care Vipers | - | $261.06 | $4,473,000 | 16,536 | % | 784,000 | 1,821 | 0 | N/A | |
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IGV | iShares S&P GSTI Software I... | - | $0.00 | $4,438,000 | 52,042 | % | 674,000 | 42,764 | 0 | N/A | |
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XLK | SPDR Technology Sector | - | $204.26 | $4,336,000 | 20,818 | % | 863,000 | 2,774 | 0 | N/A | |
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XSD | streetTRACKS Series Trust -... | - | $229.21 | $4,114,000 | 17,726 | % | 775,000 | 2,873 | 0 | N/A | |
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XLE | SPDR Energy Sector | - | $93.21 | $4,080,000 | 43,216 | % | 1,002,000 | 6,504 | 0 | N/A | |
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IYT | iShares DJ Trnsp Avg Indx Fd | - | $0.00 | $4,033,000 | 57,292 | % | 755,000 | 44,800 | 0 | N/A | |
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EMB | iShares JPMorgan USD Emerg ... | - | $88.90 | $3,816,000 | 42,554 | % | 831,000 | 9,037 | 0 | N/A | |
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TLO | Talon Metals Corp | - | $26.91 | $3,785,000 | 135,481 | % | 720,000 | 29,859 | 0 | N/A | |
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PDBC | Invesco Actively Managd ETF | - | $14.09 | $3,606,000 | 260,000 | % | 564,000 | 31,257 | 0 | N/A | |
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MRK | Merck & Co Inc | - | $131.20 | $3,516,000 | 26,648 | % | 612,000 | 10 | 0.001 | Drug Manufacturers - ... | |
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VTWV | Vanguard Russell 2000 Value... | - | $136.99 | $3,184,000 | 22,770 | % | 199,000 | 915 | 0 | N/A | |
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ITA | iShares Dow Jones US Aerosp... | - | $0.00 | $3,115,000 | 23,609 | % | 180,000 | 422 | 0 | N/A | |
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GOOG | Alphabet Inc | - | $172.98 | $3,039,000 | 19,956 | % | 242,000 | 106 | 0 | N/A | |
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MBB | iShares Barclays MBS Bond | - | $91.01 | $2,827,000 | 30,585 | % | 565,000 | 6,546 | 0 | N/A | |
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BOND | Pimco Total Return Exchange... | - | $89.43 | $2,784,000 | 30,303 | % | 597,000 | 6,648 | 0.087 | N/A | |
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RYT | Invesco S&P 500 Equal Weigh... | - | $33.78 | $2,768,000 | 78,667 | % | 270,000 | 2,146 | 0 | N/A | |
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VEU | Vanguard FTSE All-World ETF | - | $57.31 | $2,700,000 | 46,037 | % | 237,000 | 2,161 | 0.009 | Closed - End Fund - F... | |
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MCD | McDonalds Corp | - | $267.50 | $2,697,000 | 9,566 | % | -139,000 | 2 | 0 | N/A | |
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IEMG | Ishares Core Msci Emerging ... | - | $53.12 | $2,638,000 | 51,127 | % | 208,000 | 3,092 | 0 | N/A | |
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KO | Coca-Cola Co | - | $62.62 | $2,614,000 | 42,719 | % | 160,000 | 1,072 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $188.76 | $2,553,000 | 14,153 | % | 414,000 | 78 | 0 | N/A | |
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JIGB | Jpmorgan Corporate Bond Res... | - | $0.00 | $2,386,000 | 52,405 | % | 400,000 | 9,407 | 0 | N/A | |
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PEP | Pepsico Inc | - | $178.02 | $2,349,000 | 13,423 | % | 383,000 | 1,845 | 0 | N/A | |
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SMH | Vaneck Vectors Semiconducto... | - | $208.63 | $2,131,000 | 9,470 | % | 525,000 | 284 | 0 | N/A | |
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DVY | iShares Dow Select Div | - | $122.44 | $2,057,000 | 16,702 | % | 157,000 | 495 | 0 | N/A | |
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VCR | Vanguard Cnsmr Discre VIPERs | - | $308.60 | $2,052,000 | 6,458 | % | 147,000 | 202 | 0 | N/A | |
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APD | Air Products & Chemicals Inc | - | $248.65 | $1,961,000 | 8,095 | % | -158,000 | 354 | 0 | N/A | |
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VUG | Vanguard Growth VIPERS | - | $343.39 | $1,883,000 | 5,472 | % | 314,000 | 424 | 0 | N/A | |
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ICF | iShares Tr Cohen & Steers | - | $0.00 | $1,878,000 | 32,542 | % | 26,000 | 1,010 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.24 | $1,718,000 | 28,557 | % | 192,000 | 18,876 | 0 | N/A | |
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BLK | BlackRock Inc A | - | $780.92 | $1,665,000 | 1,997 | % | 133,000 | 110 | 0 | N/A | |
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DIS | Walt Disney Co | - | $105.39 | $1,664,000 | 13,597 | % | 482,000 | 506 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $162.55 | $1,562,000 | 8,579 | % | 620,000 | 2,498 | 0 | N/A | |
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PNC | PNC Financial Services Grou... | - | $156.15 | $1,470,000 | 9,097 | % | 417,000 | 2,300 | 0 | N/A | |
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CRM | Salesforce.com Inc | - | $277.18 | $1,253,000 | 4,160 | % | 166,000 | 29 | 0 | N/A | |
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IYR | iShares Dow Jones US Real E... | - | $85.42 | $1,226,000 | 13,640 | % | 168,000 | 2,067 | 0 | N/A | |
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CMCSA | Comcast Corp | - | $38.49 | $1,169,000 | 26,965 | % | 96,000 | 2,506 | 0 | N/A | |
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BA | Boeing Co | - | $176.71 | $1,154,000 | 5,981 | % | -374,000 | 120 | 0 | N/A | |
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MDLZ | Mondelez International Inc | - | $70.89 | $1,101,000 | 15,723 | % | 136,000 | 2,401 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $771.31 | $1,040,000 | 1,419 | % | 129,000 | 39 | 0 | N/A | |
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SBUX | Starbucks Corp | - | $72.50 | $973,000 | 10,645 | % | -44,000 | 56 | 0 | N/A | |
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IEFA | Ishares Core Msci Eafe | - | $0.00 | $943,000 | 12,709 | % | 140,000 | 1,290 | 0 | N/A | |
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GIS | General Mills Inc | - | $69.91 | $934,000 | 13,355 | % | 67,000 | 47 | 0 | N/A | |
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PLD | ProLogis Inc | - | $107.76 | $908,000 | 6,971 | % | -13,000 | 64 | 0 | N/A | |
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MDT | Medtronic Plc | - | $81.90 | $853,000 | 9,793 | % | 120,000 | 900 | 0 | N/A | |
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MS | Morgan Stanley | - | $95.79 | $838,000 | 8,900 | % | 474,000 | 5,000 | 0 | N/A | |
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ACN | Accenture Plc | - | $310.66 | $774,000 | 2,234 | % | -3,000 | 19 | 0 | N/A | |
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HON | Honeywell International Inc | - | $196.85 | $772,000 | 3,762 | % | -8,000 | 41 | 0 | N/A | |
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XLU | SPDR Utilities Select | - | $69.54 | $769,000 | 11,707 | % | 33,000 | 91 | 0 | N/A | |
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KMB | Kimberly Clark Corp | - | $135.98 | $762,000 | 5,894 | % | 54,000 | 65 | 0 | N/A | |
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VTIP | Vanguard Short Term Inflati... | - | $48.00 | $718,000 | 14,990 | % | 8,000 | 50 | 0 | N/A | |
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PANW | Palo Alto Networks Inc | - | $305.52 | $629,000 | 2,214 | % | 14,000 | 130 | 0 | N/A | |
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NKE | Nike Inc B | - | $93.78 | $610,000 | 6,488 | % | -82,000 | 111 | 0 | N/A | |
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DE | Deere & Co | - | $405.57 | $596,000 | 1,450 | % | 34,000 | 44 | 0 | N/A | |
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BMY | Bristol-Myers Squibb Co | - | $44.04 | $578,000 | 10,655 | % | 37,000 | 121 | 0 | N/A | |
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EOG | EOG Resources Inc | - | $130.26 | $570,000 | 4,460 | % | 236,000 | 1,696 | 0 | N/A | |
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UBER | Uber Technologies, Inc | - | $70.43 | $511,000 | 6,634 | % | 127,000 | 390 | 0 | N/A | |
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GPC | Genuine Parts Co | - | $154.92 | $449,000 | 2,900 | % | 200,000 | 1,100 | 0 | N/A | |
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RSP | Guggenheim ETF Trust - Gugg... | - | $164.50 | $426,000 | 2,517 | % | 104,000 | 479 | 0 | N/A | |
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INTC | Intel Corp | - | $30.68 | $399,000 | 9,024 | % | -54,000 | 2 | 0 | N/A | |
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C | Citigroup Inc | - | $62.00 | $379,000 | 5,986 | % | 112,000 | 795 | 0 | N/A | |
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GLD | streetTRACKS Gold Trust | - | $214.21 | $355,000 | 1,727 | % | 120,000 | 500 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $468.24 | $354,000 | 730 | % | 149,000 | 150 | 0 | N/A | |
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VOO | Vanguard S&P 500 Etf | - | $475.40 | $313,000 | 651 | % | 33,000 | 10 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $171.25 | $287,000 | 1,902 | % | 24,000 | 18 | 0 | N/A | |
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CPB | Campbell Soup Co | - | $45.16 | $283,000 | 6,371 | % | 283,000 | 6,371 | 0 | N/A | |
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LYV | Live Nation Inc | - | $96.34 | $259,000 | 2,446 | % | 31,000 | 9 | 0 | N/A | |
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PRU | Prudential Financial Inc | - | $116.23 | $237,000 | 2,019 | % | 28,000 | 6 | 0 | N/A |
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