HHM Wealth Advisors as of March 31, 2020
Portfolio Holdings for HHM Wealth Advisors
HHM Wealth Advisors holds 477 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab Strategic Tr us dividend eq (SCHD) | 18.1 | $37M | 825k | 44.98 | |
Schwab U S Broad Market ETF (SCHB) | 13.2 | $27M | 446k | 60.43 | |
Schwab U S Large Cap Growth ETF (SCHG) | 11.7 | $24M | 302k | 79.65 | |
Sch Us Mid-cap Etf etf (SCHM) | 6.9 | $14M | 336k | 42.16 | |
Ishares Tr usa min vo (USMV) | 5.4 | $11M | 204k | 54.01 | |
J P Morgan Exchange Traded F jpmorgan diver (JPUS) | 4.9 | $10M | 172k | 58.64 | |
SPDR Dow Jones Global Real Estate (RWO) | 3.4 | $7.1M | 196k | 36.00 | |
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 2.6 | $5.2M | 254k | 20.56 | |
Vanguard Dividend Appreciation ETF (VIG) | 2.5 | $5.0M | 49k | 103.39 | |
Schwab Strategic Tr schwab fdt us bm (FNDB) | 1.6 | $3.2M | 105k | 30.70 | |
Schwab International Equity ETF (SCHF) | 1.5 | $3.1M | 120k | 25.84 | |
Apple (AAPL) | 1.4 | $3.0M | 12k | 254.31 | |
Sch Fnd Intl Lg Etf (FNDF) | 1.3 | $2.7M | 130k | 21.03 | |
Schwab U S Small Cap ETF (SCHA) | 1.1 | $2.3M | 45k | 51.53 | |
Ishares Tr core strm usbd (ISTB) | 1.1 | $2.3M | 45k | 50.50 | |
Microsoft Corporation (MSFT) | 0.8 | $1.6M | 10k | 157.76 | |
Norfolk Southern (NSC) | 0.6 | $1.3M | 8.6k | 146.01 | |
Amazon (AMZN) | 0.6 | $1.2M | 623.00 | 1950.24 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.6 | $1.2M | 15k | 79.08 | |
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 0.5 | $1.1M | 22k | 50.02 | |
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 0.5 | $1.1M | 41k | 25.88 | |
Southern Company (SO) | 0.5 | $954k | 18k | 54.16 | |
WisdomTree Int Real Estate Fund (WTRE) | 0.5 | $951k | 43k | 22.06 | |
Visa (V) | 0.4 | $905k | 5.6k | 161.12 | |
Pinnacle Financial Partners (PNFP) | 0.4 | $893k | 24k | 37.55 | |
Schwab Strategic Tr schwb fdt int sc (FNDC) | 0.4 | $836k | 36k | 23.48 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.4 | $760k | 9.0k | 84.02 | |
Procter & Gamble Company (PG) | 0.4 | $730k | 6.6k | 109.96 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.4 | $726k | 22k | 32.72 | |
Merck & Co (MRK) | 0.3 | $679k | 8.8k | 76.91 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.3 | $663k | 12k | 54.27 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $557k | 479.00 | 1162.84 | |
SPDR S&P Dividend (SDY) | 0.3 | $550k | 6.9k | 79.79 | |
Home Depot (HD) | 0.3 | $522k | 2.8k | 186.63 | |
Vanguard High Dividend Yield ETF (VYM) | 0.2 | $505k | 7.1k | 70.79 | |
J P Morgan Exchange Traded F div rtn int eq (JPIN) | 0.2 | $503k | 12k | 43.21 | |
Berkshire Hathaway (BRK.B) | 0.2 | $481k | 2.6k | 182.68 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.2 | $478k | 7.8k | 61.27 | |
Cisco Systems (CSCO) | 0.2 | $475k | 12k | 39.30 | |
Hca Holdings (HCA) | 0.2 | $465k | 5.2k | 89.84 | |
Bscm etf | 0.2 | $457k | 22k | 21.20 | |
Mid-America Apartment (MAA) | 0.2 | $443k | 4.3k | 103.02 | |
Toyota Motor Corporation (TM) | 0.2 | $442k | 3.7k | 119.85 | |
iShares S&P 500 Index (IVV) | 0.2 | $430k | 1.7k | 258.26 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $408k | 4.5k | 89.95 | |
Invesco Bulletshares 2021 Corp | 0.2 | $391k | 19k | 20.95 | |
Caterpillar (CAT) | 0.2 | $368k | 3.2k | 116.16 | |
Coca-Cola Company (KO) | 0.2 | $359k | 8.1k | 44.21 | |
General Electric Company | 0.2 | $348k | 44k | 7.93 | |
Johnson & Johnson (JNJ) | 0.2 | $346k | 2.6k | 131.26 | |
Bank of America Corporation (BAC) | 0.2 | $333k | 16k | 21.20 | |
Schwab Strategic Tr cmn (SCHV) | 0.2 | $329k | 7.4k | 44.28 | |
Friedman Inds (FRD) | 0.2 | $325k | 74k | 4.41 | |
Union Pacific Corporation (UNP) | 0.2 | $312k | 2.2k | 141.11 | |
At&t (T) | 0.1 | $305k | 11k | 29.16 | |
Invesco Bulletshares 2020 Corp | 0.1 | $303k | 14k | 21.03 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $296k | 2.2k | 131.85 | |
Olympic Steel (ZEUS) | 0.1 | $296k | 29k | 10.36 | |
Guggenheim Bulletshrs 2023 Corp Bd Etf | 0.1 | $294k | 14k | 20.76 | |
iShares Morningstar Large Growth (ILCG) | 0.1 | $283k | 1.5k | 185.57 | |
Verizon Communications (VZ) | 0.1 | $283k | 5.3k | 53.68 | |
Intel Corporation (INTC) | 0.1 | $280k | 5.2k | 54.06 | |
Vanguard Health Care ETF (VHT) | 0.1 | $279k | 1.7k | 166.07 | |
Uber Technologies (UBER) | 0.1 | $275k | 9.9k | 27.90 | |
Chevron Corporation (CVX) | 0.1 | $268k | 3.7k | 72.47 | |
Altria (MO) | 0.1 | $257k | 6.7k | 38.63 | |
Eli Lilly & Co. (LLY) | 0.1 | $242k | 1.7k | 138.68 | |
Abbvie (ABBV) | 0.1 | $235k | 3.1k | 76.22 | |
American Tower Reit (AMT) | 0.1 | $234k | 1.1k | 217.67 | |
Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) | 0.1 | $224k | 1.4k | 159.20 | |
Nike (NKE) | 0.1 | $223k | 2.7k | 82.59 | |
Medtronic (MDT) | 0.1 | $221k | 2.5k | 90.17 | |
Comcast Corporation (CMCSA) | 0.1 | $215k | 6.2k | 34.45 | |
Cincinnati Financial Corporation (CINF) | 0.1 | $212k | 2.8k | 75.42 | |
Walt Disney Company (DIS) | 0.1 | $207k | 2.1k | 96.68 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $204k | 2.1k | 96.55 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $203k | 1.4k | 143.97 | |
Boeing Company (BA) | 0.1 | $186k | 1.2k | 149.04 | |
Pepsi (PEP) | 0.1 | $186k | 1.6k | 119.92 | |
Truist Financial Corp equities (TFC) | 0.1 | $183k | 5.9k | 30.78 | |
Exxon Mobil Corporation (XOM) | 0.1 | $183k | 4.8k | 38.02 | |
Bristol Myers Squibb (BMY) | 0.1 | $180k | 3.2k | 55.87 | |
UnitedHealth (UNH) | 0.1 | $178k | 715.00 | 248.95 | |
Okta Inc cl a (OKTA) | 0.1 | $171k | 1.4k | 122.14 | |
Gilead Sciences (GILD) | 0.1 | $166k | 2.2k | 74.61 | |
Amgen (AMGN) | 0.1 | $165k | 812.00 | 203.20 | |
Schwab Intl Small Cap Equity ETF (SCHC) | 0.1 | $163k | 6.7k | 24.42 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $163k | 140.00 | 1164.29 | |
MasterCard Incorporated (MA) | 0.1 | $156k | 645.00 | 241.86 | |
Duke Energy (DUK) | 0.1 | $152k | 1.9k | 80.89 | |
Abbott Laboratories (ABT) | 0.1 | $149k | 1.9k | 78.92 | |
Pza etf (PZA) | 0.1 | $147k | 5.7k | 25.79 | |
CryoLife (AORT) | 0.1 | $147k | 8.7k | 16.96 | |
Invesco Exchange Traded Fd T s&p500 eql enr (RSPG) | 0.1 | $142k | 7.1k | 19.98 | |
Vanguard Total Stock Market ETF (VTI) | 0.1 | $142k | 1.1k | 129.09 | |
Honeywell International (HON) | 0.1 | $140k | 1.0k | 133.46 | |
Wal-Mart Stores (WMT) | 0.1 | $139k | 1.2k | 113.38 | |
Starbucks Corporation (SBUX) | 0.1 | $135k | 2.1k | 65.73 | |
FedEx Corporation (FDX) | 0.1 | $133k | 1.1k | 121.68 | |
salesforce (CRM) | 0.1 | $131k | 911.00 | 143.80 | |
Etf Ser Solutions (JETS) | 0.1 | $127k | 8.6k | 14.69 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $127k | 1.1k | 117.48 | |
IBERIABANK Corporation | 0.1 | $126k | 3.5k | 36.11 | |
Pfizer (PFE) | 0.1 | $123k | 3.8k | 32.53 | |
CVS Caremark Corporation (CVS) | 0.1 | $121k | 2.0k | 59.28 | |
Titan International (TWI) | 0.1 | $120k | 77k | 1.55 | |
Sherwin-Williams Company (SHW) | 0.1 | $120k | 261.00 | 459.77 | |
Thermo Fisher Scientific (TMO) | 0.1 | $117k | 411.00 | 284.67 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $117k | 3.7k | 31.88 | |
Micron Technology (MU) | 0.1 | $114k | 2.7k | 42.22 | |
iShares Morningstar Large Core Idx (ILCB) | 0.1 | $112k | 765.00 | 146.41 | |
Vanguard Large-Cap ETF (VV) | 0.1 | $110k | 927.00 | 118.66 | |
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (RSPH) | 0.1 | $109k | 577.00 | 188.91 | |
Oracle Corporation (ORCL) | 0.1 | $108k | 2.2k | 48.54 | |
ProShares Credit Suisse 130/30 (CSM) | 0.1 | $106k | 1.8k | 59.38 | |
Costco Wholesale Corporation (COST) | 0.1 | $106k | 372.00 | 284.95 | |
United Parcel Service (UPS) | 0.0 | $101k | 1.1k | 93.09 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $101k | 393.00 | 257.00 | |
Exelon Corporation (EXC) | 0.0 | $99k | 2.7k | 36.98 | |
Smartfinancial (SMBK) | 0.0 | $99k | 6.5k | 15.17 | |
ConocoPhillips (COP) | 0.0 | $98k | 3.2k | 30.67 | |
Hldgs (UAL) | 0.0 | $95k | 3.0k | 31.67 | |
Novartis (NVS) | 0.0 | $95k | 1.1k | 82.82 | |
First Trust Large Cap Core Alp Fnd (FEX) | 0.0 | $95k | 2.0k | 47.50 | |
Lockheed Martin Corporation (LMT) | 0.0 | $94k | 277.00 | 339.35 | |
Intercontinental Exchange (ICE) | 0.0 | $93k | 1.1k | 81.01 | |
McDonald's Corporation (MCD) | 0.0 | $91k | 551.00 | 165.15 | |
Goldman Sachs Etf Tr (GSLC) | 0.0 | $91k | 1.8k | 52.00 | |
Masimo Corporation (MASI) | 0.0 | $89k | 500.00 | 178.00 | |
L Brands | 0.0 | $89k | 7.7k | 11.59 | |
BP (BP) | 0.0 | $87k | 3.6k | 24.47 | |
Invesco Exch Trd Slf Idx Fd bulshs 2023 hy | 0.0 | $86k | 3.9k | 22.34 | |
American Express Company (AXP) | 0.0 | $86k | 1.0k | 86.00 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $86k | 700.00 | 122.86 | |
Vanguard REIT ETF (VNQ) | 0.0 | $85k | 1.2k | 70.13 | |
Market Vectors Etf High Yield Muni Index etf (HYD) | 0.0 | $84k | 1.6k | 52.50 | |
Netflix (NFLX) | 0.0 | $84k | 225.00 | 373.33 | |
Nuveen Select Tax-Free Incom Portfolio 3 | 0.0 | $84k | 5.5k | 15.41 | |
Deere & Company (DE) | 0.0 | $83k | 602.00 | 137.87 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $83k | 506.00 | 164.03 | |
Dominion Resources (D) | 0.0 | $83k | 1.2k | 72.05 | |
Reliant Bancorp Inc cs | 0.0 | $81k | 7.2k | 11.27 | |
BlackRock (BLK) | 0.0 | $81k | 184.00 | 440.22 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $81k | 1.4k | 55.94 | |
Delta Air Lines (DAL) | 0.0 | $81k | 2.8k | 28.52 | |
Unum (UNM) | 0.0 | $81k | 5.4k | 14.92 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $80k | 252.00 | 317.46 | |
Phillips 66 (PSX) | 0.0 | $80k | 1.5k | 53.73 | |
Gabelli Dividend & Income Trust (GDV) | 0.0 | $80k | 5.4k | 14.81 | |
Nuveen Select Tax-Free Income Portfolio (NXP) | 0.0 | $79k | 5.3k | 14.91 | |
United Technologies Corporation | 0.0 | $79k | 835.00 | 94.61 | |
Ishares Tr core div grwth (DGRO) | 0.0 | $78k | 2.4k | 32.49 | |
Bsco etf (BSCO) | 0.0 | $78k | 3.8k | 20.53 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $76k | 1.4k | 53.30 | |
Novo Nordisk A/S (NVO) | 0.0 | $75k | 1.2k | 60.48 | |
Cigna Corp (CI) | 0.0 | $75k | 421.00 | 178.15 | |
iShares S&P 100 Index (OEF) | 0.0 | $75k | 632.00 | 118.67 | |
NVIDIA Corporation (NVDA) | 0.0 | $75k | 284.00 | 264.08 | |
International Business Machines (IBM) | 0.0 | $74k | 663.00 | 111.61 | |
Vanguard S&p 500 Etf idx (VOO) | 0.0 | $74k | 314.00 | 235.67 | |
Vaneck Vectors Etf Tr cef mun income e (XMPT) | 0.0 | $74k | 2.9k | 25.52 | |
Invesco Bulletshares 2023 Mu buls | 0.0 | $74k | 3.0k | 24.96 | |
Invesco Bulletshares 2022 Mu buls | 0.0 | $74k | 3.0k | 24.87 | |
Ford Motor Company (F) | 0.0 | $72k | 15k | 4.85 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.0 | $72k | 1.5k | 48.81 | |
First Trust DJ Internet Index Fund (FDN) | 0.0 | $72k | 582.00 | 123.71 | |
Philip Morris International (PM) | 0.0 | $72k | 984.00 | 73.17 | |
Vanguard Information Technology ETF (VGT) | 0.0 | $70k | 329.00 | 212.77 | |
Mohawk Industries (MHK) | 0.0 | $70k | 915.00 | 76.50 | |
Travelers Companies (TRV) | 0.0 | $69k | 697.00 | 99.00 | |
Total (TTE) | 0.0 | $69k | 1.9k | 37.14 | |
Paypal Holdings (PYPL) | 0.0 | $67k | 696.00 | 96.26 | |
BlackRock Global Opportunities Equity Tr (BOE) | 0.0 | $66k | 8.0k | 8.25 | |
British American Tobac (BTI) | 0.0 | $65k | 1.9k | 34.34 | |
First Horizon National Corporation (FHN) | 0.0 | $65k | 8.0k | 8.09 | |
Enterprise Products Partners (EPD) | 0.0 | $65k | 4.6k | 14.29 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $64k | 551.00 | 116.15 | |
Automatic Data Processing (ADP) | 0.0 | $64k | 469.00 | 136.46 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $64k | 1.4k | 45.71 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $64k | 500.00 | 128.00 | |
Invesco Etf s&p500 eql stp (RSPS) | 0.0 | $64k | 520.00 | 123.08 | |
BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 0.0 | $63k | 14k | 4.50 | |
American Finance Trust Inc ltd partnership | 0.0 | $62k | 9.9k | 6.27 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $62k | 305.00 | 203.28 | |
Mueller Water Products (MWA) | 0.0 | $61k | 7.7k | 7.95 | |
Ubs Group (UBS) | 0.0 | $60k | 6.5k | 9.23 | |
Colgate-Palmolive Company (CL) | 0.0 | $60k | 910.00 | 65.93 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $60k | 773.00 | 77.62 | |
iShares Dow Jones U.S. Index Fund (IYY) | 0.0 | $59k | 466.00 | 126.61 | |
Invesco Exchange Traded Fd T s&p500 eql fin (RSPF) | 0.0 | $57k | 1.8k | 31.67 | |
Qualcomm (QCOM) | 0.0 | $57k | 843.00 | 67.62 | |
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf (EMLC) | 0.0 | $57k | 2.0k | 28.50 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $56k | 2.7k | 20.54 | |
Invesco Bulletshs 2020 Hi Yld Corp Bd Etf | 0.0 | $56k | 2.5k | 22.86 | |
Yum! Brands (YUM) | 0.0 | $54k | 794.00 | 68.01 | |
Twilio Inc cl a (TWLO) | 0.0 | $54k | 600.00 | 90.00 | |
First Trust Health Care AlphaDEX (FXH) | 0.0 | $54k | 731.00 | 73.87 | |
Alerian Mlp Etf | 0.0 | $53k | 15k | 3.46 | |
Nuveen Select Tax Free Incom Portfolio 2 | 0.0 | $53k | 3.7k | 14.32 | |
Alibaba Group Holding (BABA) | 0.0 | $52k | 268.00 | 194.03 | |
Crown Castle Intl (CCI) | 0.0 | $51k | 354.00 | 144.07 | |
S&p Global (SPGI) | 0.0 | $51k | 207.00 | 246.38 | |
Pimco Total Return Etf totl (BOND) | 0.0 | $50k | 470.00 | 106.38 | |
Invesco Bulletshares 2025 Mu buls (BSMP) | 0.0 | $49k | 2.0k | 24.94 | |
Invesco Bulletshares 2024 Mu buls (BSMO) | 0.0 | $49k | 2.0k | 24.87 | |
Nuveen Select Maturities Mun Fund (NIM) | 0.0 | $49k | 5.0k | 9.80 | |
Fidelity divid etf risi (FDRR) | 0.0 | $48k | 1.8k | 26.34 | |
Unilever | 0.0 | $48k | 982.00 | 48.88 | |
Bain Cap Specialty Fin (BCSF) | 0.0 | $48k | 5.2k | 9.29 | |
Ameren Corporation (AEE) | 0.0 | $47k | 639.00 | 73.55 | |
Regions Financial Corporation (RF) | 0.0 | $47k | 5.3k | 8.88 | |
Williams Companies (WMB) | 0.0 | $45k | 3.2k | 14.18 | |
Danaher Corporation (DHR) | 0.0 | $45k | 327.00 | 137.61 | |
Valero Energy Corporation (VLO) | 0.0 | $45k | 1.0k | 45.00 | |
Tractor Supply Company (TSCO) | 0.0 | $45k | 535.00 | 84.11 | |
Community Health Systems (CYH) | 0.0 | $45k | 14k | 3.33 | |
Paychex (PAYX) | 0.0 | $44k | 703.00 | 62.59 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $44k | 442.00 | 99.55 | |
Ameriprise Financial (AMP) | 0.0 | $43k | 421.00 | 102.14 | |
John Hancock Exchange Traded multifactor la (JHML) | 0.0 | $43k | 1.3k | 32.45 | |
GlaxoSmithKline | 0.0 | $42k | 1.1k | 37.87 | |
Square Inc cl a (SQ) | 0.0 | $42k | 795.00 | 52.83 | |
Dow (DOW) | 0.0 | $42k | 1.4k | 29.52 | |
Commerce Bancshares (CBSH) | 0.0 | $41k | 808.00 | 50.74 | |
Kroger (KR) | 0.0 | $41k | 1.4k | 30.24 | |
Facebook Inc cl a (META) | 0.0 | $41k | 244.00 | 168.03 | |
Vanguard Energy ETF (VDE) | 0.0 | $41k | 1.1k | 38.35 | |
Roku (ROKU) | 0.0 | $41k | 472.00 | 86.86 | |
CSX Corporation (CSX) | 0.0 | $40k | 693.00 | 57.72 | |
American Water Works (AWK) | 0.0 | $40k | 335.00 | 119.40 | |
Ishares Tr (LRGF) | 0.0 | $40k | 1.5k | 26.53 | |
Stitch Fix (SFIX) | 0.0 | $39k | 3.0k | 12.86 | |
LTC Properties (LTC) | 0.0 | $39k | 1.2k | 31.25 | |
HSBC Holdings (HSBC) | 0.0 | $39k | 1.4k | 27.86 | |
iShares Russell 1000 Index (IWB) | 0.0 | $37k | 258.00 | 143.41 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $37k | 742.00 | 49.87 | |
Pgx etf (PGX) | 0.0 | $36k | 2.8k | 12.98 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $35k | 400.00 | 87.50 | |
iShares S&P Global Mat. Sector Inde (MXI) | 0.0 | $35k | 697.00 | 50.22 | |
Ishares Tr core msci intl (IDEV) | 0.0 | $34k | 769.00 | 44.21 | |
Texas Instruments Incorporated (TXN) | 0.0 | $34k | 341.00 | 99.71 | |
Martin Marietta Materials (MLM) | 0.0 | $33k | 177.00 | 186.44 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $33k | 389.00 | 84.83 | |
First Trust Cnsmer Disry Alpha Fnd (FXD) | 0.0 | $33k | 1.2k | 27.25 | |
Under Armour Inc Cl C (UA) | 0.0 | $32k | 3.9k | 8.18 | |
Welltower Inc Com reit (WELL) | 0.0 | $32k | 700.00 | 45.71 | |
Wp Carey (WPC) | 0.0 | $32k | 545.00 | 58.72 | |
Servicenow (NOW) | 0.0 | $32k | 110.00 | 290.91 | |
Trex Company (TREX) | 0.0 | $32k | 400.00 | 80.00 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $32k | 200.00 | 160.00 | |
Microchip Technology (MCHP) | 0.0 | $32k | 475.00 | 67.37 | |
Raytheon Company | 0.0 | $32k | 244.00 | 131.15 | |
Ishares Msci United Kingdom Index etf (EWU) | 0.0 | $31k | 1.3k | 23.85 | |
Prudential Financial (PRU) | 0.0 | $31k | 600.00 | 51.67 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $31k | 324.00 | 95.68 | |
Tiffany & Co. | 0.0 | $31k | 236.00 | 131.36 | |
Gladstone Commercial Corporation (GOOD) | 0.0 | $30k | 2.1k | 14.45 | |
First Trust Amex Biotech Index Fnd (FBT) | 0.0 | $30k | 230.00 | 130.43 | |
Nextera Energy (NEE) | 0.0 | $30k | 125.00 | 240.00 | |
Eastman Chemical Company (EMN) | 0.0 | $30k | 650.00 | 46.15 | |
Fidelity msci hlth care i (FHLC) | 0.0 | $30k | 700.00 | 42.86 | |
Broadcom (AVGO) | 0.0 | $29k | 123.00 | 235.77 | |
Analog Devices (ADI) | 0.0 | $29k | 329.00 | 88.15 | |
Accenture (ACN) | 0.0 | $29k | 176.00 | 164.77 | |
Ares Capital Corporation (ARCC) | 0.0 | $28k | 2.6k | 10.87 | |
First Trust Cnsumer Stapl Alpha (FXG) | 0.0 | $28k | 700.00 | 40.00 | |
T. Rowe Price (TROW) | 0.0 | $28k | 289.00 | 96.89 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $27k | 154.00 | 175.32 | |
Blackrock Muniassets Fund (MUA) | 0.0 | $27k | 2.0k | 13.50 | |
Globe Life (GL) | 0.0 | $27k | 375.00 | 72.00 | |
Wells Fargo & Company (WFC) | 0.0 | $27k | 938.00 | 28.78 | |
Morgan Stanley (MS) | 0.0 | $26k | 757.00 | 34.35 | |
Bank Ozk (OZK) | 0.0 | $26k | 1.6k | 16.56 | |
FirstEnergy (FE) | 0.0 | $26k | 656.00 | 39.63 | |
General Motors Company (GM) | 0.0 | $25k | 1.2k | 21.08 | |
Telus Ord (TU) | 0.0 | $25k | 1.6k | 15.62 | |
Applied Materials (AMAT) | 0.0 | $24k | 519.00 | 46.24 | |
IDEXX Laboratories (IDXX) | 0.0 | $24k | 100.00 | 240.00 | |
Peak (DOC) | 0.0 | $24k | 1.0k | 24.00 | |
Royal Dutch Shell | 0.0 | $24k | 700.00 | 34.29 | |
Olin Corporation (OLN) | 0.0 | $24k | 2.1k | 11.68 | |
Arlo Technologies (ARLO) | 0.0 | $23k | 9.5k | 2.42 | |
Ishares Tr genomics immun (IDNA) | 0.0 | $23k | 870.00 | 26.44 | |
Chubb (CB) | 0.0 | $23k | 206.00 | 111.65 | |
iShares S&P 1500 Index Fund (ITOT) | 0.0 | $23k | 396.00 | 58.08 | |
Essential Utils (WTRG) | 0.0 | $23k | 561.00 | 41.00 | |
Neurocrine Biosciences (NBIX) | 0.0 | $23k | 260.00 | 88.46 | |
0.0 | $23k | 939.00 | 24.49 | ||
Jp Morgan Exchange Traded Fd fund (JMOM) | 0.0 | $22k | 876.00 | 25.11 | |
Goldman Sachs (GS) | 0.0 | $22k | 140.00 | 157.14 | |
Keurig Dr Pepper (KDP) | 0.0 | $21k | 872.00 | 24.08 | |
Citigroup (C) | 0.0 | $21k | 508.00 | 41.34 | |
Weyerhaeuser Company (WY) | 0.0 | $21k | 1.3k | 16.80 | |
Main Street Capital Corporation (MAIN) | 0.0 | $21k | 1.0k | 21.00 | |
Ishares Tr intl div grwth (IGRO) | 0.0 | $21k | 455.00 | 46.15 | |
Vector (VGR) | 0.0 | $21k | 2.3k | 9.33 | |
Ishares Tr eafe min volat (EFAV) | 0.0 | $20k | 330.00 | 60.61 | |
Hill-Rom Holdings | 0.0 | $20k | 200.00 | 100.00 | |
Ishares Inc core msci emkt (IEMG) | 0.0 | $20k | 500.00 | 40.00 | |
iShares Dow Jones US Pharm Indx (IHE) | 0.0 | $20k | 150.00 | 133.33 | |
Walgreen Boots Alliance (WBA) | 0.0 | $20k | 430.00 | 46.51 | |
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $19k | 2.0k | 9.50 | |
Diana Shipping (DSX) | 0.0 | $19k | 13k | 1.48 | |
Enbridge (ENB) | 0.0 | $18k | 634.00 | 28.39 | |
Universal Corporation (UVV) | 0.0 | $18k | 409.00 | 44.01 | |
Under Armour (UAA) | 0.0 | $18k | 2.0k | 9.00 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $18k | 207.00 | 86.96 | |
Waste Management (WM) | 0.0 | $18k | 191.00 | 94.24 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $18k | 246.00 | 73.17 | |
Corning Incorporated (GLW) | 0.0 | $18k | 875.00 | 20.57 | |
Vanguard Emerging Markets ETF (VWO) | 0.0 | $17k | 505.00 | 33.66 | |
Digital Realty Trust (DLR) | 0.0 | $17k | 122.00 | 139.34 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $17k | 141.00 | 120.57 | |
Ishr Msci Singapore (EWS) | 0.0 | $17k | 975.00 | 17.44 | |
Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.0 | $17k | 382.00 | 44.50 | |
General Dynamics Corporation (GD) | 0.0 | $16k | 118.00 | 135.59 | |
3M Company (MMM) | 0.0 | $16k | 116.00 | 137.93 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $16k | 178.00 | 89.89 | |
iShares S&P World Ex-US Prop Index (WPS) | 0.0 | $16k | 571.00 | 28.02 | |
MetLife (MET) | 0.0 | $16k | 528.00 | 30.30 | |
Etf Ser Solutions Defiance Next ef (FIVG) | 0.0 | $16k | 740.00 | 21.62 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $15k | 271.00 | 55.35 | |
First Trust DB Strateg Val Idx Fnd (FTCS) | 0.0 | $15k | 292.00 | 51.37 | |
Technology SPDR (XLK) | 0.0 | $15k | 185.00 | 81.08 | |
Financial Select Sector SPDR (XLF) | 0.0 | $15k | 705.00 | 21.28 | |
Fidelity National Information Services (FIS) | 0.0 | $15k | 125.00 | 120.00 | |
Chimera Investment Corp etf (CIM) | 0.0 | $15k | 1.6k | 9.38 | |
Ishares Tr cmn (STIP) | 0.0 | $15k | 149.00 | 100.67 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $15k | 156.00 | 96.15 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $15k | 283.00 | 53.00 | |
Tor Dom Bk Cad (TD) | 0.0 | $15k | 350.00 | 42.86 | |
Cummins (CMI) | 0.0 | $14k | 100.00 | 140.00 | |
Snap-on Incorporated (SNA) | 0.0 | $14k | 125.00 | 112.00 | |
Lexington Realty Trust (LXP) | 0.0 | $14k | 1.4k | 10.00 | |
Brookfield Asset Management | 0.0 | $14k | 317.00 | 44.16 | |
International Paper Company (IP) | 0.0 | $14k | 455.00 | 30.77 | |
Yum China Holdings (YUMC) | 0.0 | $13k | 301.00 | 43.19 | |
Principal Financial (PFG) | 0.0 | $13k | 400.00 | 32.50 | |
Evergy (EVRG) | 0.0 | $13k | 239.00 | 54.39 | |
V.F. Corporation (VFC) | 0.0 | $13k | 241.00 | 53.94 | |
Dropbox Inc-class A (DBX) | 0.0 | $13k | 700.00 | 18.57 | |
Alps Etf sectr div dogs (SDOG) | 0.0 | $12k | 372.00 | 32.26 | |
Consolidated Edison (ED) | 0.0 | $12k | 150.00 | 80.00 | |
Proshares Tr S&p 500 Aristo (NOBL) | 0.0 | $12k | 200.00 | 60.00 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.0 | $12k | 431.00 | 27.84 | |
Air Lease Corp (AL) | 0.0 | $12k | 540.00 | 22.22 | |
CBL & Associates Properties | 0.0 | $12k | 62k | 0.19 | |
iShares Barclays Credit Bond Fund (USIG) | 0.0 | $11k | 204.00 | 53.92 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $11k | 105.00 | 104.76 | |
Medical Properties Trust (MPW) | 0.0 | $10k | 600.00 | 16.67 | |
John Hancock Exchange Traded multifactor mi (JHMM) | 0.0 | $10k | 359.00 | 27.86 | |
Anheuser-Busch InBev NV (BUD) | 0.0 | $10k | 230.00 | 43.48 | |
Darden Restaurants (DRI) | 0.0 | $10k | 188.00 | 53.19 | |
Thomson Reuters Corp | 0.0 | $10k | 141.00 | 70.92 | |
Unilever (UL) | 0.0 | $10k | 200.00 | 50.00 | |
Canopy Gro | 0.0 | $10k | 685.00 | 14.60 | |
Tata Motors | 0.0 | $10k | 2.1k | 4.84 | |
Targa Res Corp (TRGP) | 0.0 | $9.0k | 1.3k | 6.92 | |
SPDR S&P International Small Cap (GWX) | 0.0 | $9.0k | 398.00 | 22.61 | |
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) | 0.0 | $9.0k | 106.00 | 84.91 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $9.0k | 200.00 | 45.00 | |
Taiwan Semiconductor Mfg (TSM) | 0.0 | $9.0k | 188.00 | 47.87 | |
iShares S&P Global Energy Sector (IXC) | 0.0 | $9.0k | 546.00 | 16.48 | |
AFLAC Incorporated (AFL) | 0.0 | $8.0k | 224.00 | 35.71 | |
iShares Dow Jones US Real Estate (IYR) | 0.0 | $8.0k | 112.00 | 71.43 | |
CenterPoint Energy (CNP) | 0.0 | $8.0k | 500.00 | 16.00 | |
Vanguard Small-Cap Value ETF (VBR) | 0.0 | $8.0k | 93.00 | 86.02 | |
CarMax (KMX) | 0.0 | $8.0k | 145.00 | 55.17 | |
Motorola Solutions (MSI) | 0.0 | $8.0k | 60.00 | 133.33 | |
Kraft Heinz (KHC) | 0.0 | $8.0k | 340.00 | 23.53 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $8.0k | 252.00 | 31.75 | |
Schlumberger (SLB) | 0.0 | $8.0k | 600.00 | 13.33 | |
Summit Matls Inc cl a (SUM) | 0.0 | $7.0k | 469.00 | 14.93 | |
Utilities SPDR (XLU) | 0.0 | $7.0k | 125.00 | 56.00 | |
Nutrien (NTR) | 0.0 | $7.0k | 200.00 | 35.00 | |
BHP Billiton (BHP) | 0.0 | $7.0k | 204.00 | 34.31 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $7.0k | 324.00 | 21.60 | |
Fidelity msci utils index (FUTY) | 0.0 | $6.0k | 173.00 | 34.68 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $6.0k | 76.00 | 78.95 | |
Diversified Healthcare Trust (DHC) | 0.0 | $6.0k | 1.6k | 3.75 | |
Tesla Motors (TSLA) | 0.0 | $6.0k | 11.00 | 545.45 | |
Vale (VALE) | 0.0 | $6.0k | 700.00 | 8.57 | |
Abb (ABBNY) | 0.0 | $5.0k | 303.00 | 16.50 | |
Bce (BCE) | 0.0 | $5.0k | 112.00 | 44.64 | |
Dell Technologies (DELL) | 0.0 | $5.0k | 115.00 | 43.48 | |
Lamb Weston Hldgs (LW) | 0.0 | $5.0k | 83.00 | 60.24 | |
Coca Cola European Partners (CCEP) | 0.0 | $5.0k | 124.00 | 40.32 | |
Ingredion Incorporated (INGR) | 0.0 | $5.0k | 70.00 | 71.43 | |
Prologis (PLD) | 0.0 | $5.0k | 63.00 | 79.37 | |
PNC Financial Services (PNC) | 0.0 | $5.0k | 50.00 | 100.00 | |
General Mills (GIS) | 0.0 | $5.0k | 100.00 | 50.00 | |
Simon Property (SPG) | 0.0 | $5.0k | 100.00 | 50.00 | |
Anthem (ELV) | 0.0 | $5.0k | 20.00 | 250.00 | |
Invesco Aerospace & Defense Etf (PPA) | 0.0 | $5.0k | 100.00 | 50.00 | |
Invesco Dynamic Biotechnology other (PBE) | 0.0 | $5.0k | 100.00 | 50.00 | |
Spotify Technology Sa (SPOT) | 0.0 | $5.0k | 45.00 | 111.11 | |
Kraton Performance Polymers | 0.0 | $5.0k | 600.00 | 8.33 | |
Fortune Brands (FBIN) | 0.0 | $4.0k | 103.00 | 38.84 | |
Epr Properties (EPR) | 0.0 | $4.0k | 163.00 | 24.54 | |
Te Connectivity Ltd for (TEL) | 0.0 | $4.0k | 70.00 | 57.14 | |
Zimmer Holdings (ZBH) | 0.0 | $4.0k | 44.00 | 90.91 | |
Harley-Davidson (HOG) | 0.0 | $4.0k | 200.00 | 20.00 | |
Service Corporation International (SCI) | 0.0 | $4.0k | 100.00 | 40.00 | |
Etf Managers Tr tierra xp latin | 0.0 | $4.0k | 320.00 | 12.50 | |
Dupont De Nemours (DD) | 0.0 | $4.0k | 128.00 | 31.25 | |
iShares Lehman MBS Bond Fund (MBB) | 0.0 | $4.0k | 36.00 | 111.11 | |
Fastenal Company (FAST) | 0.0 | $4.0k | 130.00 | 30.77 | |
Ipath Dow Jones-aig Commodity (DJP) | 0.0 | $4.0k | 270.00 | 14.81 | |
Glbl Internet Things Etf etf/closed end (SNSR) | 0.0 | $4.0k | 210.00 | 19.05 | |
PG&E Corporation (PCG) | 0.0 | $3.0k | 363.00 | 8.26 | |
Mplx (MPLX) | 0.0 | $3.0k | 218.00 | 13.76 | |
Honda Motor (HMC) | 0.0 | $3.0k | 119.00 | 25.21 | |
Carnival Corporation (CCL) | 0.0 | $3.0k | 200.00 | 15.00 | |
Royal Caribbean Cruises (RCL) | 0.0 | $3.0k | 100.00 | 30.00 | |
Capital One Financial (COF) | 0.0 | $3.0k | 50.00 | 60.00 | |
Lowe's Companies (LOW) | 0.0 | $3.0k | 40.00 | 75.00 | |
iShares Russell 2000 Index (IWM) | 0.0 | $3.0k | 30.00 | 100.00 | |
SYSCO Corporation (SYY) | 0.0 | $3.0k | 67.00 | 44.78 | |
Commercial Vehicle (CVGI) | 0.0 | $3.0k | 2.1k | 1.42 | |
Wabtec Corporation (WAB) | 0.0 | $3.0k | 66.00 | 45.45 | |
Corteva (CTVA) | 0.0 | $3.0k | 139.00 | 21.58 | |
Barclays (BCS) | 0.0 | $3.0k | 700.00 | 4.29 | |
Royce Value Trust (RVT) | 0.0 | $3.0k | 360.00 | 8.33 | |
MFA Mortgage Investments | 0.0 | $3.0k | 2.2k | 1.36 | |
iRobot Corporation (IRBT) | 0.0 | $2.0k | 37.00 | 54.05 | |
Rbc Cad (RY) | 0.0 | $2.0k | 35.00 | 57.14 | |
Hilton Worldwide Holdings (HLT) | 0.0 | $2.0k | 26.00 | 76.92 | |
Humana (HUM) | 0.0 | $2.0k | 7.00 | 285.71 | |
Annaly Capital Management | 0.0 | $2.0k | 400.00 | 5.00 | |
PPL Corporation (PPL) | 0.0 | $2.0k | 100.00 | 20.00 | |
Industrial SPDR (XLI) | 0.0 | $2.0k | 40.00 | 50.00 | |
Qts Realty Trust | 0.0 | $2.0k | 40.00 | 50.00 | |
Ark Etf Tr gen rev mltsct (ARKG) | 0.0 | $2.0k | 50.00 | 40.00 | |
Prudential Public Limited Company (PUK) | 0.0 | $2.0k | 87.00 | 22.99 | |
Physicians Realty Trust | 0.0 | $2.0k | 115.00 | 17.39 | |
Alcon (ALC) | 0.0 | $2.0k | 34.00 | 58.82 | |
TJX Companies (TJX) | 0.0 | $2.0k | 45.00 | 44.44 | |
Key (KEY) | 0.0 | $2.0k | 189.00 | 10.58 | |
Wpp Plc- (WPP) | 0.0 | $2.0k | 45.00 | 44.44 | |
Rts/bristol-myers Squibb Compa | 0.0 | $2.0k | 590.00 | 3.39 | |
MV Oil Trust (MVO) | 0.0 | $1.0k | 550.00 | 1.82 | |
Energy Transfer Equity (ET) | 0.0 | $1.0k | 150.00 | 6.67 | |
Chemours (CC) | 0.0 | $1.0k | 60.00 | 16.67 | |
Kontoor Brands (KTB) | 0.0 | $1.0k | 34.00 | 29.41 | |
WisdomTree Dividend ex-Fin Fund (AIVL) | 0.0 | $1.0k | 15.00 | 66.67 | |
Brighthouse Finl (BHF) | 0.0 | $1.0k | 47.00 | 21.28 | |
Apache Corporation | 0.0 | $1.0k | 200.00 | 5.00 | |
Alliant Energy Corporation (LNT) | 0.0 | $1.0k | 20.00 | 50.00 | |
Anworth Mortgage Asset Corporation | 0.0 | $1.0k | 1.0k | 1.00 | |
Carnival (CUK) | 0.0 | $1.0k | 100.00 | 10.00 | |
Diamond Eagle Acquisition Corp diamond eagle acq cl a | 0.0 | $1.0k | 100.00 | 10.00 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $999.999900 | 3.00 | 333.33 | |
Kohl's Corporation (KSS) | 0.0 | $999.999000 | 65.00 | 15.38 | |
Discovery Communications | 0.0 | $999.999000 | 27.00 | 37.04 | |
WisdomTree MidCap Dividend Fund (DON) | 0.0 | $999.999000 | 45.00 | 22.22 | |
Cronos Group (CRON) | 0.0 | $999.998500 | 95.00 | 10.53 | |
Kinder Morgan (KMI) | 0.0 | $999.997800 | 102.00 | 9.80 | |
Nokia Corporation (NOK) | 0.0 | $999.990000 | 300.00 | 3.33 | |
Dynavax Technologies (DVAX) | 0.0 | $999.990000 | 300.00 | 3.33 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $0 | 476.00 | 0.00 | |
Royal Dutch Shell | 0.0 | $0 | 9.00 | 0.00 | |
Fifth Third Ban (FITB) | 0.0 | $0 | 1.00 | 0.00 | |
Energy Select Sector SPDR (XLE) | 0.0 | $0 | 10.00 | 0.00 | |
Southwest Airlines (LUV) | 0.0 | $0 | 10.00 | 0.00 | |
Sangamo Biosciences (SGMO) | 0.0 | $0 | 50.00 | 0.00 | |
Plug Power (PLUG) | 0.0 | $0 | 1.00 | 0.00 | |
Market Vectors Etf Tr Oil Svcs | 0.0 | $0 | 100.00 | 0.00 | |
Advansix (ASIX) | 0.0 | $0 | 4.00 | 0.00 | |
Retail Value Inc reit | 0.0 | $0 | 5.00 | 0.00 | |
Garrett Motion (GTX) | 0.0 | $0 | 10.00 | 0.00 | |
Hexo Corp | 0.0 | $0 | 435.00 | 0.00 | |
Seadrill | 0.0 | $0 | 1.00 | 0.00 | |
Site Centers Corp (SITC) | 0.0 | $0 | 59.00 | 0.00 | |
Resideo Technologies (REZI) | 0.0 | $0 | 18.00 | 0.00 | |
Celldex Therapeutics (CLDX) | 0.0 | $0 | 20.00 | 0.00 | |
Rite Aid Corporation (RADCQ) | 0.0 | $0 | 23.00 | 0.00 | |
Five Star Senior | 0.0 | $0 | 107.00 | 0.00 |