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| Holdings Found : 100 | View All Holdings | Currently Viewing: Unchanged 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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AAPL | Apple Inc | - | $183.05 | $1,800,000 | 10,635 | % | -248,000 | 0 | 0 | N/A | |
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RSG | Republic Services Inc | - | $189.24 | $662,000 | 3,450 | % | 93,000 | 0 | 0 | N/A | |
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LAND | Gladstone Land Corp | - | $13.39 | $491,000 | 38,700 | % | -68,000 | 0 | 0 | N/A | |
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DFNM | Dfa Dimensional National Mu... | - | $0.00 | $481,000 | 10,098 | % | -9,000 | 0 | 0 | N/A | |
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IWF | iShares Russell 1000 Growth | - | $336.67 | $424,000 | 1,292 | % | 32,000 | 0 | 0 | N/A | |
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RF | Regions Financial Corp | - | $19.83 | $210,000 | 10,708 | % | 2,000 | 0 | 0 | N/A | |
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AXP | American Express Co | - | $242.30 | $194,000 | 825 | % | 40,000 | 0 | 0 | N/A | |
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HD | Home Depot Inc | - | $346.43 | $154,000 | 459 | % | -5,000 | 0 | 0 | N/A | |
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MRK | Merck & Co Inc | - | $131.20 | $131,000 | 1,000 | % | 22,000 | 0 | 0 | Drug Manufacturers - ... | |
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JPM | JP Morgan Chase & Co | - | $198.77 | $118,000 | 610 | % | 14,000 | 0 | 0 | N/A | |
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TER | Teradyne Inc | - | $122.92 | $114,000 | 1,000 | % | 5,000 | 0 | 0 | N/A | |
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EFA | iShares TR MSCI EAFE Indx FD | - | $80.34 | $113,000 | 1,444 | % | 4,000 | 0 | 0 | N/A | |
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BNDW | Vanguard Total World Bond Etf | - | $0.00 | $109,000 | 1,625 | % | -3,000 | 0 | 0 | N/A | |
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XYL | Xylem Inc. | - | $143.00 | $99,000 | 750 | % | 13,000 | 0 | 0 | N/A | |
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VO | Vanguard Mid Cap VIPERS | - | $245.74 | $98,000 | 406 | % | 4,000 | 0 | 0 | N/A | |
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HACK | Amplify Cybersecurity Etf | - | $63.39 | $94,000 | 1,500 | % | 3,000 | 0 | 0 | N/A | |
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CLH | Clean Harbors Inc | - | $211.34 | $90,000 | 465 | % | 9,000 | 0 | 0 | N/A | |
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VGT | Vanguard I T VIPERS | - | $516.26 | $89,000 | 177 | % | 3,000 | 0 | 0 | N/A | |
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AESR | Anfield Us Equity Sector Ro... | - | $0.00 | $88,000 | 5,841 | % | 7,000 | 0 | 0 | N/A | |
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PPH | Vaneck Vectors Pharmaceutical | - | $87.56 | $87,000 | 1,000 | % | 6,000 | 0 | 0 | N/A | |
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SUM | Summit Materials, Inc. | - | $40.61 | $81,000 | 2,034 | % | 3,000 | 0 | 0 | N/A | |
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DFSD | Dfa Dimensional Short-durat... | - | $0.00 | $75,000 | 1,597 | % | 0 | 0 | 0 | N/A | |
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PH | Parker Hannifin Corp | - | $561.13 | $75,000 | 135 | % | 13,000 | 0 | 0 | N/A | |
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ORCL | Oracle Corp | - | $116.67 | $73,000 | 625 | % | 7,000 | 0 | 0 | N/A | |
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PFE | Pfizer Inc | - | $28.01 | $70,000 | 2,771 | % | -10,000 | 0 | 0 | N/A | |
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ON | On Semiconductor Corp | - | $70.46 | $68,000 | 1,000 | % | -16,000 | 0 | 0 | N/A | |
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CVS | CVS/Caremark Corp | - | $55.82 | $67,000 | 1,000 | % | -12,000 | 0 | 0 | N/A | |
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INTU | Intuit Inc | - | $632.31 | $64,000 | 100 | % | 1,000 | 0 | 0 | N/A | |
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GPK | Graphic Packaging Internati... | - | $27.57 | $61,000 | 2,215 | % | 6,000 | 0 | 0.001 | Packaging & Containers | |
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NKE | Nike Inc B | - | $90.94 | $60,000 | 640 | % | -9,000 | 0 | 0 | N/A | |
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GIS | General Mills Inc | - | $70.70 | $59,000 | 836 | % | 5,000 | 0 | 0 | N/A | |
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SHOP | Shopify Inc | - | $58.94 | $53,000 | 750 | % | -5,000 | 0 | 0 | N/A | |
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PEP | Pepsico Inc | - | $179.79 | $53,000 | 300 | % | 2,000 | 0 | 0 | N/A | |
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PHO | Invesco Water Resource Port | - | $68.19 | $52,000 | 800 | % | 3,000 | 0 | 0 | N/A | |
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AFIF | Anfield Universal Fixed Inc... | - | $0.00 | $51,000 | 5,647 | % | 0 | 0 | 0 | N/A | |
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BND | Vanguard Total Bond Market ETF | - | $71.38 | $47,000 | 664 | % | -2,000 | 0 | 0 | N/A | |
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PAYX | Paychex Inc | - | $122.55 | $47,000 | 394 | % | 0 | 0 | 0 | N/A | |
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ED | Consolidated Edison Inc | - | $97.70 | $46,000 | 500 | % | 1,000 | 0 | 0 | N/A | |
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JNJ | Johnson & Johnson | - | $149.91 | $45,000 | 310 | % | -4,000 | 0 | 0 | N/A | |
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LKQ | LKQ Corp | - | $44.21 | $43,000 | 988 | % | -4,000 | 0 | 0 | N/A | |
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IWM | iShares Tr Russell 2000 Indx | - | $204.31 | $41,000 | 208 | % | -1,000 | 0 | 0 | N/A | |
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CSCO | Cisco Systems Inc | - | $48.06 | $39,000 | 810 | % | -2,000 | 0 | 0 | N/A | |
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DFIV | Dimensional International V... | - | $37.49 | $38,000 | 1,035 | % | 2,000 | 0 | 0 | N/A | |
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PG | Procter & Gamble Co | - | $166.85 | $36,000 | 225 | % | 3,000 | 0 | 0 | N/A | |
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EMM | Global X Emerging Markets Etf | - | $26.87 | $31,000 | 612 | % | 1,000 | 0 | 0 | N/A | |
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XLI | SPDR Industrial Sector | - | $125.68 | $30,000 | 243 | % | 2,000 | 0 | 0 | N/A | |
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SBUX | Starbucks Corp | - | $76.11 | $29,000 | 325 | % | -2,000 | 0 | 0 | N/A | |
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FSCO | Fs Global Credit Opportunit... | - | $6.16 | $29,000 | 4,848 | % | 2,000 | 0 | 0 | N/A | |
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YUM | YUM! Brands Inc | - | $134.34 | $28,000 | 200 | % | 2,000 | 0 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $512.81 | $28,000 | 57 | % | -2,000 | 0 | 0 | N/A | |
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BERY | Berry Plastics Group Inc | - | $59.89 | $28,000 | 491 | % | -5,000 | 0 | 0 | N/A | |
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GD | General Dynamics Corp | - | $296.44 | $26,000 | 92 | % | 2,000 | 0 | 0 | N/A | |
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SWFT | Knight-Swift Transportation... | - | $49.85 | $26,000 | 564 | % | -7,000 | 0 | 0 | N/A | |
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HASI | Hannon Armstrong Sustainabl... | - | $32.08 | $26,000 | 1,000 | % | -2,000 | 0 | 0 | N/A | |
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TSLA | Tesla Motors Inc | - | $177.81 | $25,000 | 147 | % | -12,000 | 0 | 0 | Auto Manufacturers | |
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IJR | iShares Core S&P Small-Cap | - | $108.98 | $24,000 | 225 | % | 0 | 0 | 0 | N/A | |
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RTX | RTX Corp | - | $101.02 | $22,000 | 220 | % | 3,000 | 0 | 0 | Conglomerates | |
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KO | Coca-Cola Co | - | $63.26 | $22,000 | 350 | % | 1,000 | 0 | 0 | N/A | |
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IVW | ishares tr S&P 500 BARRA GR | - | $84.71 | $22,000 | 265 | % | 2,000 | 0 | 0 | N/A | |
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SNA | Snap-On Inc | - | $280.91 | $20,000 | 74 | % | -1,000 | 0 | 0 | N/A | |
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DG | Dollar General Corp | - | $140.95 | $20,000 | 144 | % | 0 | 0 | 0 | N/A | |
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MAS | Masco Corp | - | $72.31 | $19,000 | 268 | % | 1,000 | 0 | 0 | N/A | |
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CCK | Crown Holdings Inc | - | $84.03 | $18,000 | 229 | % | -3,000 | 0 | 0 | N/A | |
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XLY | SPDR cnsmr discr sel sect | - | $178.10 | $18,000 | 101 | % | 0 | 0 | 0 | N/A | |
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HST | Host Hotels & Resort Inc | - | $18.89 | $18,000 | 935 | % | 0 | 0 | 0 | N/A | |
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D | Dominion Energy Inc | - | $53.07 | $18,000 | 355 | % | 1,000 | 0 | 0 | N/A | |
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VFH | Vanguard Financial VIPERS | - | $101.53 | $17,000 | 169 | % | 1,000 | 0 | 0 | N/A | |
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INTC | Intel Corp | - | $29.85 | $17,000 | 532 | % | -10,000 | 0 | 0 | N/A | |
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RHI | Robert Half International Inc | - | $70.76 | $16,000 | 228 | % | -4,000 | 0 | 0 | N/A | |
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TXN | Texas Instruments Inc | - | $187.05 | $16,000 | 89 | % | 1,000 | 0 | 0 | N/A | |
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IVE | iShares S&P 500/BARRA Value | - | $184.22 | $15,000 | 81 | % | 1,000 | 0 | 0 | N/A | |
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NEE | NextEra Energy | - | $73.79 | $14,000 | 208 | % | 1,000 | 0 | 0 | N/A | |
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VBR | Vanguard Small Cap Val VIPER | - | $188.19 | $14,000 | 76 | % | 0 | 0 | 0 | N/A | |
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DXJ | WisdomTree Trust Japan Tota... | - | $107.78 | $14,000 | 126 | % | 3,000 | 0 | 0 | N/A | |
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CARR | Carrier Global Corp | - | $65.50 | $13,000 | 220 | % | 0 | 0 | 0 | N/A | |
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FREL | Fidelity Msci Real Estate I... | - | $0.00 | $12,000 | 516 | % | -2,000 | 0 | 0 | N/A | |
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DFSV | Dfa Dimensional Us Small Ca... | - | $0.00 | $12,000 | 410 | % | 0 | 0 | 0 | N/A | |
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DFLV | Dfa Dimensional Us Large Ca... | - | $0.00 | $12,000 | 415 | % | 1,000 | 0 | 0 | N/A | |
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AMH | Amerus Group Co | - | $36.07 | $12,000 | 335 | % | 0 | 0 | 0 | N/A | |
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PNFP | Pinnacle Financial Partners... | - | $83.58 | $12,000 | 148 | % | -1,000 | 0 | 0 | N/A | |
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FEZ | StreetTracks DJ Euro Stoxx50 | - | $53.06 | $12,000 | 237 | % | 1,000 | 0 | 0 | N/A | |
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SPY | Standard & Poors Depository... | - | $520.84 | $12,000 | 24 | % | 1,000 | 0 | 0 | N/A | |
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SCHA | Schwab Strategic Trust | - | $48.03 | $11,000 | 240 | % | 0 | 0 | 0 | N/A | |
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PSA | Public Storage Inc | - | $275.94 | $10,000 | 39 | % | -2,000 | 0 | 0 | N/A | |
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LLY | Eli Lilly & Co | - | $760.00 | $10,000 | 14 | % | 2,000 | 0 | 0 | N/A | |
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OTIS | Otis Worldwide Corp | - | $97.10 | $10,000 | 110 | % | 0 | 0 | 0 | N/A | |
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IEMG | Ishares Core Msci Emerging ... | - | $53.31 | $10,000 | 187 | % | 1,000 | 0 | 0 | N/A | |
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CAT | Caterpillar Inc | - | $354.79 | $9,000 | 25 | % | 2,000 | 0 | 0 | N/A | |
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DE | Deere & Co | - | $407.89 | $9,000 | 23 | % | 0 | 0 | 0 | N/A | |
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PLD | ProLogis Inc | - | $107.49 | $8,000 | 80 | % | -3,000 | 0 | 0 | N/A | |
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NVO | Novo Nordisk A/S (ADR) | - | $128.42 | $8,000 | 66 | % | 1,000 | 0 | 0 | N/A | |
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LIN | Linde Plc | - | $434.39 | $8,000 | 17 | % | 1,000 | 0 | 0 | N/A | |
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YUMC | Yum China Holdings, Inc. | - | $37.84 | $8,000 | 200 | % | 0 | 0 | 0 | N/A | |
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VUG | Vanguard Growth VIPERS | - | $343.81 | $8,000 | 23 | % | 1,000 | 0 | 0 | N/A | |
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XLV | SPDR Select Sector Health | - | $143.59 | $7,000 | 51 | % | 0 | 0 | 0 | N/A | |
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VTV | Vanguard Value VIPERS | - | $161.40 | $7,000 | 46 | % | 0 | 0 | 0 | N/A | |
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FIDU | Fidelity MSCI Industrials I... | - | $67.46 | $7,000 | 108 | % | 0 | 0 | 0 | N/A | |
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MNKD | MannKind Corp | - | $4.32 | $6,000 | 1,348 | % | 1,000 | 0 | 0 | N/A | |
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XLK | SPDR Technology Sector | - | $205.54 | $5,000 | 25 | % | 0 | 0 | 0 | N/A | |
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WM | Waste Management Inc | - | $211.49 | $4,000 | 20 | % | 0 | 0 | 0 | N/A |
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