Albion Financial Group
Latest statistics and disclosures from Albion Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, AAPL, IWR, AMZN, MSFT, and represent 28.72% of Albion Financial Group's stock portfolio.
- Added to shares of these 10 stocks: PTON (+$21M), ISRG (+$10M), ADBE (+$8.0M), SRLN (+$6.7M), GBDC, FISV, MAIN, PFF, IJR, IGIB.
- Started 354 new stock positions in SGMO, UL, EXAS, FANG, ADC, TU, EXC, SJNK, XLF, ATVI.
- Reduced shares in these 10 stocks: Schwab Value Adv Inst Prime Sh other assets (-$24M), SPLV (-$20M), Schwab Charles Family Schwab U mf (-$19M), Schwab Value Advantage Money F mut (-$7.0M), INTC, DIS, COST, UBS Select Government Investor, DGRW, FLRN.
- Sold out of its positions in Tax Free Fund For Utah Class A, 1/100 Berkshire Htwy Cla 100, Blkrck Hlth Sci I mutual fund, CBLAQ, Dfa Selectively Hedged Global, Dfa Invt Dimension Grp Intl, Dfa Us Core Equity 1 Portfolio, Dfa Us Targeted Value Port fund, Dfa Intermediate Term Extended, Dfa Short Term Extended Qualit.
- Albion Financial Group was a net seller of stock by $-2.0M.
- Albion Financial Group has $1.0B in assets under management (AUM), dropping by 10.51%.
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Portfolio Holdings for Albion Financial Group
Companies in the Albion Financial Group portfolio as of the December 2020 quarterly 13F filing
Albion Financial Group has 510 total positions. Only the first 250 positions are shown.
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- Download the Albion Financial Group December 2020 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.6 | $98M | 284k | 343.69 | ||
Apple (AAPL) | 6.1 | $62M | +2% | 468k | 132.69 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 5.5 | $56M | 817k | 68.55 | ||
Amazon (AMZN) | 3.9 | $40M | 12k | 3256.93 | ||
Microsoft Corporation (MSFT) | 3.7 | $38M | 170k | 222.42 | ||
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 3.3 | $33M | +2% | 571k | 58.36 | |
Ishares Tr Core S&p Scp Etf (IJR) | 3.0 | $31M | +13% | 337k | 91.90 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.8 | $28M | +3% | 341k | 83.25 | |
Visa Com Cl A (V) | 2.2 | $22M | +2% | 103k | 218.74 | |
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 2.2 | $22M | 433k | 50.79 | ||
Wisdomtree Tr Cloud Computng (WCLD) | 2.1 | $22M | +5% | 404k | 53.58 | |
Peloton Interactive Cl A Com (PTON) | 2.1 | $21M | NEW | 141k | 151.72 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $21M | 12k | 1752.62 | ||
Home Depot (HD) | 1.7 | $18M | +12% | 67k | 265.62 | |
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Fiserv (FISV) | 1.6 | $17M | +34% | 147k | 113.86 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $17M | 132k | 127.07 | ||
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $16M | 69k | 231.86 | ||
Ishares Tr Nasdaq Biotech (IBB) | 1.6 | $16M | +3% | 105k | 151.49 | |
Costco Wholesale Corporation (COST) | 1.5 | $15M | -13% | 40k | 376.79 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $15M | 39k | 373.88 | ||
Walt Disney Company (DIS) | 1.4 | $14M | -17% | 76k | 180.85 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 1.3 | $13M | +8% | 359k | 36.56 | |
Honeywell International (HON) | 1.2 | $13M | -2% | 59k | 212.71 | |
UnitedHealth (UNH) | 1.2 | $12M | +7% | 35k | 350.68 | |
Starbucks Corporation (SBUX) | 1.2 | $12M | +3% | 112k | 106.80 | |
Intuitive Surgical Com New (ISRG) | 1.1 | $11M | +1228% | 14k | 818.08 | |
Accenture Plc Ireland Shs Class A (ACN) | 1.1 | $11M | +5% | 43k | 261.22 | |
Adobe Systems Incorporated (ADBE) | 1.1 | $11M | +299% | 21k | 500.12 | |
Qualcomm (QCOM) | 1.0 | $11M | 70k | 152.34 | ||
Thermo Fisher Scientific (TMO) | 1.0 | $9.8M | +42% | 21k | 465.76 | |
General Electric Company (GE) | 0.8 | $8.1M | 750k | 10.80 | ||
Cisco Systems (CSCO) | 0.7 | $7.4M | 166k | 44.75 | ||
BlackRock (BLK) | 0.7 | $7.0M | +25% | 9.6k | 721.53 | |
United Parcel Service CL B (UPS) | 0.7 | $6.9M | +3% | 41k | 168.40 | |
Union Pacific Corporation (UNP) | 0.7 | $6.7M | +2% | 32k | 208.22 | |
Ssga Active Etf Tr Blkstn Gsosrln (SRLN) | 0.7 | $6.7M | NEW | 146k | 45.65 | |
Target Corporation (TGT) | 0.6 | $6.6M | 37k | 176.53 | ||
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $6.5M | 21k | 313.74 | ||
McDonald's Corporation (MCD) | 0.6 | $6.5M | 30k | 214.60 | ||
Lockheed Martin Corporation (LMT) | 0.6 | $6.0M | +2% | 17k | 354.99 | |
Verizon Communications (VZ) | 0.6 | $5.9M | +3% | 101k | 58.75 | |
Clorox Company (CLX) | 0.6 | $5.8M | +2% | 29k | 201.91 | |
Pepsi (PEP) | 0.6 | $5.8M | 39k | 148.30 | ||
Kimberly-Clark Corporation (KMB) | 0.5 | $5.4M | 40k | 134.83 | ||
Amgen (AMGN) | 0.5 | $5.1M | +2% | 22k | 229.93 | |
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.5 | $5.0M | -25% | 92k | 53.97 | |
Dominion Resources (D) | 0.5 | $4.6M | -7% | 61k | 75.21 | |
Paychex (PAYX) | 0.4 | $4.5M | +4% | 48k | 93.19 | |
Consolidated Edison (ED) | 0.4 | $4.4M | 61k | 72.26 | ||
Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $4.4M | -3% | 42k | 105.92 | |
Golub Capital BDC (GBDC) | 0.4 | $4.3M | NEW | 304k | 14.14 | |
At&t (T) | 0.4 | $4.3M | -10% | 148k | 28.76 | |
Digital Realty Trust (DLR) | 0.4 | $4.1M | +5% | 30k | 139.50 | |
Spdr Ser Tr Blomberg Brc Inv (FLRN) | 0.4 | $4.0M | -29% | 132k | 30.59 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $4.0M | +540% | 64k | 61.78 | |
Main Street Capital Corporation (MAIN) | 0.4 | $3.9M | NEW | 120k | 32.26 | |
Tesla Motors (TSLA) | 0.4 | $3.8M | +2% | 5.4k | 705.67 | |
Wec Energy Group (WEC) | 0.4 | $3.8M | 41k | 92.04 | ||
Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $3.7M | NEW | 95k | 38.51 | |
Leggett & Platt (LEG) | 0.4 | $3.6M | 82k | 44.30 | ||
Hasbro (HAS) | 0.3 | $3.5M | +2% | 38k | 93.55 | |
3M Company (MMM) | 0.3 | $3.5M | +8% | 20k | 174.80 | |
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.3 | $3.5M | 23k | 150.93 | ||
Southern Company (SO) | 0.3 | $3.5M | +4% | 56k | 61.42 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $3.3M | 26k | 128.40 | ||
International Business Machines (IBM) | 0.3 | $3.3M | -3% | 26k | 125.89 | |
Ishares Tr Select Divid Etf (DVY) | 0.3 | $3.2M | 33k | 96.19 | ||
Broadcom (AVGO) | 0.3 | $3.2M | NEW | 7.2k | 437.92 | |
Morgan Stanley Com New (MS) | 0.3 | $3.1M | +4% | 46k | 68.53 | |
Hannon Armstrong (HASI) | 0.3 | $3.1M | +12% | 49k | 63.44 | |
Fidelity Comwlth Tr Ndq Cp Idx Trk (ONEQ) | 0.3 | $3.0M | -3% | 6.0k | 501.67 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $3.0M | -3% | 44k | 68.19 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.2 | $2.4M | NEW | 154k | 15.26 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $2.3M | -4% | 26k | 88.69 | |
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) | 0.2 | $2.2M | 8.8k | 253.51 | ||
4068594 Enphase Energy (ENPH) | 0.2 | $2.2M | +17% | 12k | 175.48 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.1M | -8% | 9.2k | 229.89 | |
Medtronic SHS (MDT) | 0.2 | $2.0M | +10% | 17k | 117.13 | |
Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT) | 0.2 | $1.9M | NEW | 57k | 33.58 | |
Genuine Parts Company (GPC) | 0.2 | $1.9M | 19k | 100.44 | ||
Johnson & Johnson (JNJ) | 0.2 | $1.8M | +5% | 12k | 157.41 | |
Paypal Holdings (PYPL) | 0.2 | $1.7M | 7.2k | 234.17 | ||
Crown Castle Intl (CCI) | 0.2 | $1.7M | +9% | 11k | 159.18 | |
Abbvie (ABBV) | 0.2 | $1.7M | +7% | 16k | 107.13 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.6M | 26k | 61.59 | ||
Ishares Msci Hong Kg Etf (EWH) | 0.2 | $1.6M | 63k | 24.63 | ||
Sunrun (RUN) | 0.1 | $1.5M | +29% | 22k | 69.40 | |
Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $1.3M | +38% | 9.0k | 148.75 | |
American Electric Power Company (AEP) | 0.1 | $1.3M | 16k | 83.29 | ||
The Trade Desk Com Cl A (TTD) | 0.1 | $1.3M | -2% | 1.7k | 800.73 | |
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.1 | $1.3M | +39% | 24k | 54.45 | |
Solaredge Technologies (SEDG) | 0.1 | $1.3M | -12% | 4.0k | 319.21 | |
AFLAC Incorporated (AFL) | 0.1 | $1.3M | +16% | 29k | 44.47 | |
Spdr Ser Tr Ssga Gnder Etf (SHE) | 0.1 | $1.2M | +37% | 14k | 89.65 | |
Ishares Msci Cda Etf (EWC) | 0.1 | $1.2M | 39k | 30.85 | ||
Procter & Gamble Company (PG) | 0.1 | $1.2M | 8.5k | 139.13 | ||
Evergy (EVRG) | 0.1 | $1.1M | -12% | 21k | 55.50 | |
Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | +35% | 7.0k | 164.07 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | +107% | 8.0k | 141.16 | |
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.1M | +4% | 636.00 | 1751.57 | |
American Water Works (AWK) | 0.1 | $1.1M | +9% | 7.3k | 153.49 | |
Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | 12k | 91.53 | ||
Tractor Supply Company (TSCO) | 0.1 | $1.1M | 7.6k | 140.53 | ||
Federal Signal Corporation (FSS) | 0.1 | $1.1M | 32k | 33.17 | ||
Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.1 | $1.0M | NEW | 14k | 73.01 | |
Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.1 | $1.0M | 22k | 47.74 | ||
salesforce (CRM) | 0.1 | $1.0M | +55% | 4.6k | 222.56 | |
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.0M | -17% | 4.0k | 253.34 | |
Nike CL B (NKE) | 0.1 | $981k | 6.9k | 141.54 | ||
Enterprise Products Partners (EPD) | 0.1 | $929k | NEW | 47k | 19.60 | |
Ishares Msci Aust Etf (EWA) | 0.1 | $916k | 38k | 23.94 | ||
Celanese Corporation (CE) | 0.1 | $910k | 7.0k | 130.00 | ||
Ishares Msci Singpor Etf (EWS) | 0.1 | $908k | 42k | 21.48 | ||
Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $852k | 3.7k | 232.79 | ||
Cubesmart (CUBE) | 0.1 | $849k | +8% | 25k | 33.60 | |
Pluralsight Com Cl A (PS) | 0.1 | $838k | NEW | 40k | 20.95 | |
Equinix (EQIX) | 0.1 | $831k | +9% | 1.2k | 714.53 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $772k | 11k | 69.39 | ||
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.1 | $739k | NEW | 17k | 42.42 | |
Ecolab (ECL) | 0.1 | $730k | +42% | 3.4k | 216.49 | |
Fox Factory Hldg (FOXF) | 0.1 | $694k | -26% | 6.6k | 105.71 | |
Ishares Tr Core Div Grwth (DGRO) | 0.1 | $691k | -65% | 15k | 44.79 | |
Charles Schwab Corporation (SCHW) | 0.1 | $679k | 13k | 53.01 | ||
Oracle Corporation (ORCL) | 0.1 | $679k | 11k | 64.67 | ||
Coca-Cola Company (KO) | 0.1 | $677k | -5% | 12k | 54.81 | |
NVIDIA Corporation (NVDA) | 0.1 | $660k | +18% | 1.3k | 522.57 | |
Nextera Energy (NEE) | 0.1 | $641k | +300% | 8.3k | 77.19 | |
Bank of America Corporation (BAC) | 0.1 | $636k | 21k | 30.30 | ||
Intuit (INTU) | 0.1 | $614k | +63% | 1.6k | 379.72 | |
Appian Corp Cl A (APPN) | 0.1 | $603k | NEW | 3.7k | 162.10 | |
Abbott Laboratories (ABT) | 0.1 | $589k | +24% | 5.4k | 109.44 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $587k | +300% | 9.2k | 63.80 | |
Automatic Data Processing (ADP) | 0.1 | $568k | 3.2k | 176.34 | ||
Agilent Technologies Inc C ommon (A) | 0.1 | $566k | +68% | 4.8k | 118.46 | |
Applied Materials (AMAT) | 0.1 | $556k | +64% | 6.4k | 86.27 | |
Intel Corporation (INTC) | 0.1 | $548k | -85% | 11k | 49.80 | |
Xylem (XYL) | 0.1 | $547k | NEW | 5.4k | 101.79 | |
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $546k | -2% | 11k | 49.28 | |
Itron (ITRI) | 0.1 | $522k | NEW | 5.4k | 95.90 | |
Merck & Co (MRK) | 0.1 | $516k | +44% | 6.3k | 81.80 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $513k | NEW | 1.7k | 305.90 | |
Gilead Sciences (GILD) | 0.0 | $495k | -17% | 8.5k | 58.24 | |
Chevron Corporation (CVX) | 0.0 | $479k | +102% | 5.7k | 84.48 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $467k | 2.0k | 236.22 | ||
Williams-Sonoma (WSM) | 0.0 | $459k | +68% | 4.5k | 101.86 | |
National Retail Properties (NNN) | 0.0 | $454k | -19% | 11k | 40.93 | |
Baxter International (BAX) | 0.0 | $447k | +77% | 5.6k | 80.28 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $414k | NEW | 5.1k | 81.90 | |
Mettler-Toledo International (MTD) | 0.0 | $403k | +47% | 354.00 | 1138.42 | |
TJX Companies (TJX) | 0.0 | $399k | 5.8k | 68.25 | ||
Hubspot (HUBS) | 0.0 | $396k | 1.0k | 396.00 | ||
Ares Capital Corporation (ARCC) | 0.0 | $390k | NEW | 23k | 16.90 | |
Twilio Cl A (TWLO) | 0.0 | $381k | 1.1k | 338.67 | ||
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $376k | 1.1k | 353.72 | ||
J P Morgan Exchange-traded F High Yld Resrch (JPHY) | 0.0 | $358k | NEW | 6.9k | 51.94 | |
Best Buy (BBY) | 0.0 | $356k | +44% | 3.6k | 99.78 | |
Charles River Laboratories (CRL) | 0.0 | $347k | +15% | 1.4k | 249.64 | |
Paycom Software (PAYC) | 0.0 | $329k | NEW | 728.00 | 451.92 | |
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $315k | NEW | 3.0k | 103.38 | |
International Flavors & Fragrances (IFF) | 0.0 | $311k | +8% | 2.9k | 108.89 | |
Broadridge Financial Solutions (BR) | 0.0 | $295k | 1.9k | 153.33 | ||
Snowflake Cl A (SNOW) | 0.0 | $294k | 1.0k | 281.34 | ||
Ishares Msci Jpn Etf New (EWJ) | 0.0 | $290k | NEW | 4.3k | 67.57 | |
Consolidated Water Ord (CWCO) | 0.0 | $288k | +46% | 24k | 12.05 | |
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $288k | NEW | 11k | 26.20 | |
Eversource Energy (ES) | 0.0 | $285k | 3.3k | 86.57 | ||
Invesco Exchange Traded Fd T Cleantech Etf (PZD) | 0.0 | $267k | 3.6k | 75.08 | ||
Altria (MO) | 0.0 | $264k | +15% | 6.4k | 40.94 | |
Okta Cl A (OKTA) | 0.0 | $254k | 1.0k | 254.00 | ||
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $249k | NEW | 2.4k | 102.89 | |
ConAgra Foods (CAG) | 0.0 | $238k | 6.6k | 36.28 | ||
Exxon Mobil Corporation (XOM) | 0.0 | $233k | -3% | 5.6k | 41.25 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $231k | NEW | 1.1k | 211.93 | |
Tiffany & Co. (TIF) | 0.0 | $228k | 1.7k | 131.41 | ||
Essent (ESNT) | 0.0 | $223k | NEW | 5.2k | 43.13 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $206k | NEW | 1.3k | 160.81 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $206k | -98% | 3.7k | 56.13 | |
Teladoc (TDOC) | 0.0 | $200k | NEW | 1.0k | 200.00 | |
Lamb Weston Hldgs (LW) | 0.0 | $198k | NEW | 2.5k | 78.57 | |
Zscaler Incorporated (ZS) | 0.0 | $196k | NEW | 980.00 | 200.00 | |
Fiverr Intl Ord Shs (FVRR) | 0.0 | $195k | NEW | 1.0k | 195.00 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $189k | NEW | 1.5k | 130.34 | |
Telus Ord (TU) | 0.0 | $186k | NEW | 9.4k | 19.79 | |
Pfizer (PFE) | 0.0 | $185k | -13% | 5.0k | 36.78 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $182k | NEW | 1.0k | 178.43 | |
Spdr Ser Tr Bloomberg Srt Tr (SJNK) | 0.0 | $175k | NEW | 6.5k | 26.96 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $174k | NEW | 1.9k | 91.58 | |
Eli Lilly & Co. (LLY) | 0.0 | $173k | NEW | 1.0k | 168.78 | |
Novocure Ord Shs (NVCR) | 0.0 | $173k | NEW | 1.0k | 173.00 | |
Vanguard World Fds Industrial Etf (VIS) | 0.0 | $167k | NEW | 981.00 | 170.23 | |
LeMaitre Vascular (LMAT) | 0.0 | $167k | -46% | 4.1k | 40.52 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $159k | NEW | 1.7k | 91.27 | |
Invitae (NVTA) | 0.0 | $159k | NEW | 3.8k | 41.84 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $148k | NEW | 756.00 | 195.77 | |
C3 Ai Cl A | 0.0 | $142k | NEW | 1.0k | 139.22 | |
Fastly Cl A (FSLY) | 0.0 | $140k | NEW | 1.6k | 87.50 | |
Bristol Myers Squibb (BMY) | 0.0 | $139k | NEW | 2.2k | 61.94 | |
Blackline (BL) | 0.0 | $133k | NEW | 1.0k | 133.00 | |
Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $130k | NEW | 4.6k | 28.40 | |
Guardant Health (GH) | 0.0 | $129k | NEW | 1.0k | 129.00 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $126k | NEW | 1.1k | 113.41 | |
L3harris Technologies (LHX) | 0.0 | $125k | NEW | 664.00 | 188.25 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $125k | NEW | 558.00 | 224.01 | |
Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $124k | -45% | 1.1k | 112.73 | |
Lemonade (LMND) | 0.0 | $123k | NEW | 1.0k | 123.00 | |
Pimco Etf Tr Enhancd Short (EMNT) | 0.0 | $114k | NEW | 1.1k | 100.80 | |
Etf Managers Tr Etfmg Altr Hrvst (MJ) | 0.0 | $110k | NEW | 7.7k | 14.29 | |
Seagate Technology SHS (STX) | 0.0 | $109k | NEW | 1.8k | 62.21 | |
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) | 0.0 | $106k | NEW | 4.5k | 23.40 | |
Cohen & Steers Total Return Real (RFI) | 0.0 | $105k | NEW | 7.9k | 13.24 | |
Williams Companies (WMB) | 0.0 | $104k | NEW | 5.2k | 20.01 | |
Shockwave Med (SWAV) | 0.0 | $104k | NEW | 1.0k | 104.00 | |
Cerence (CRNC) | 0.0 | $100k | NEW | 1.0k | 100.00 | |
SYSCO Corporation (SYY) | 0.0 | $94k | NEW | 1.3k | 74.13 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $94k | NEW | 1.3k | 72.87 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $92k | NEW | 1.0k | 92.00 | |
Huntsman Corporation (HUN) | 0.0 | $88k | NEW | 3.5k | 25.14 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $86k | NEW | 1.0k | 86.00 | |
Royal Caribbean Cruises (RCL) | 0.0 | $82k | NEW | 1.1k | 74.55 | |
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) | 0.0 | $82k | NEW | 3.7k | 22.43 | |
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) | 0.0 | $77k | NEW | 4.2k | 18.25 | |
Cloudflare Cl A Com (NET) | 0.0 | $76k | NEW | 1.0k | 76.00 | |
Emerson Electric (EMR) | 0.0 | $70k | NEW | 866.00 | 80.83 | |
SL Green Realty (SLG) | 0.0 | $68k | NEW | 1.1k | 59.70 | |
EXACT Sciences Corporation (EXAS) | 0.0 | $68k | NEW | 517.00 | 131.53 | |
Store Capital Corp reit (STOR) | 0.0 | $65k | NEW | 1.9k | 33.85 | |
Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $65k | NEW | 1.2k | 54.17 | |
Mastercard Incorporated Cl A (MA) | 0.0 | $65k | NEW | 183.00 | 355.19 | |
Globus Med Cl A (GMED) | 0.0 | $65k | NEW | 1.0k | 65.00 | |
General Mills (GIS) | 0.0 | $63k | NEW | 1.1k | 58.55 | |
Jfrog Ord Shs (FROG) | 0.0 | $63k | NEW | 1.0k | 63.00 | |
Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $61k | NEW | 175.00 | 348.57 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $58k | NEW | 332.00 | 174.70 | |
Booking Holdings (BKNG) | 0.0 | $56k | NEW | 25.00 | 2240.00 | |
Allstate Corporation (ALL) | 0.0 | $55k | NEW | 500.00 | 110.00 | |
Solar Senior Capital (SUNS) | 0.0 | $54k | NEW | 3.8k | 14.40 | |
Constellation Brands Cl A (STZ) | 0.0 | $54k | NEW | 245.00 | 220.41 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $54k | NEW | 2.1k | 25.52 | |
Xcel Energy (XEL) | 0.0 | $50k | NEW | 756.00 | 66.14 | |
Check Point Software Tech Lt Ord (CHKP) | 0.0 | $49k | -89% | 371.00 | 132.08 | |
Intercontinental Exchange (ICE) | 0.0 | $49k | NEW | 427.00 | 114.75 | |
First Solar (FSLR) | 0.0 | $49k | NEW | 500.00 | 98.00 | |
Yum! Brands (YUM) | 0.0 | $49k | NEW | 454.00 | 107.93 | |
Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $48k | NEW | 5.0k | 9.60 | |
PetMed Express (PETS) | 0.0 | $46k | NEW | 1.4k | 31.86 | |
First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $46k | NEW | 488.00 | 94.26 | |
Proshares Tr Pshs Ult Mcap400 (MVV) | 0.0 | $46k | NEW | 967.00 | 47.57 | |
Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $45k | NEW | 250.00 | 180.00 | |
Aberdeen Total Dynamic Divd Com Sh Ben Int (AOD) | 0.0 | $44k | NEW | 5.0k | 8.80 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $44k | NEW | 206.00 | 213.59 |
Past Filings by Albion Financial Group
SEC 13F filings are viewable for Albion Financial Group going back to 2010
- Albion Financial Group 2020 Q4 filed Feb. 19, 2021
- Albion Financial Group 2020 Q3 filed Nov. 13, 2020
- Albion Financial Group 2020 Q2 filed Aug. 17, 2020
- Albion Financial Group 2020 Q1 filed May 8, 2020
- Albion Financial Group 2019 Q4 filed Jan. 31, 2020
- Albion Financial Group 2019 Q3 filed Nov. 8, 2019
- Albion Financial Group 2019 Q2 filed Aug. 8, 2019
- Albion Financial Group 2019 Q1 filed May 14, 2019
- Albion Financial Group 2018 Q4 filed Jan. 28, 2019
- Albion Financial Group 2018 Q3 filed Nov. 20, 2018
- Albion Financial Group 2018 Q2 filed Aug. 15, 2018
- Albion Financial Group 2018 Q1 filed April 17, 2018
- Albion Financial Group 2018 Q1 restated filed April 17, 2018
- Albion Financial Group 2017 Q4 filed Feb. 22, 2018
- Albion Financial Group 2017 Q3 filed Nov. 9, 2017
- Albion Financial Group 2017 Q2 filed Aug. 15, 2017