Almanack Investment Partners
Latest statistics and disclosures from Almanack Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GDMA, BIL, DLN, MLPA, DXJ, and represent 63.37% of Almanack Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: GDMA (+$154M), BIL (+$21M), DLN (+$13M), DXJ (+$9.5M), IWM, IEI, MINT, IWD, GOOGL, HOOD.
- Started 677 new stock positions in ITT, MATX, ABCM, MTB, GMED, MDYV, GLPI, DAR, ACRE, JOUT.
- Reduced shares in these 10 stocks: VTIP (-$99M), VZ (-$49M), SCHB (-$41M), PDBC (-$35M), SCHX (-$31M), SGOL (-$27M), SCHP (-$19M), , DBEF (-$18M), SCHV (-$17M).
- Sold out of its positions in AGCO, Invesco Pennsylvania MNC PL A, Amg Tr Iv Mngs Farpt Mid I etf, Amg Managers Fairpointe Mid Ca mf, Aqr Long Short, Aqr Managed Futures Strat Hv Cl I mutual fund, T, SGOL, GQG Partners Global, Invesco Oppenheimer Intl Small-mid Co Y mutual fund.
- Almanack Investment Partners was a net seller of stock by $-476M.
- Almanack Investment Partners has $512M in assets under management (AUM), dropping by -48.91%.
- Central Index Key (CIK): 0001680613
Tip: Access up to 7 years of quarterly data
Positions held by Almanack Investment Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Almanack Investment Partners
Almanack Investment Partners holds 830 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Almanack Investment Partners has 830 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Almanack Investment Partners Sept. 30, 2022 positions
- Download the Almanack Investment Partners September 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ea Series Trust Gadsdn Dyn Mlt Etf (GDMA) | 52.2 | $267M | +135% | 8.3M | 32.34 | |
| Spdr Bloomberg 1 3 Month T Bill Etf Etf (BIL) | 4.4 | $23M | +1384% | 248k | 91.60 | |
| WisdomTree LargeCap Dividend Fund (DLN) | 2.6 | $13M | NEW | 238k | 55.26 | |
| Global X Fds Glbl X Mlp Etf Etf (MLPA) | 2.3 | $12M | +22% | 297k | 39.45 | |
| WisdomTree Japan Total Dividend (DXJ) | 1.9 | $9.5M | NEW | 154k | 61.68 | |
| Pimco Etf Trust Enhanced Short Maturity Active Etf Usd Etf (MINT) | 1.5 | $7.6M | +74% | 77k | 98.86 | |
| Ishares Russell 2000 Etf Etf (IWM) | 1.3 | $6.8M | +129% | 42k | 164.91 | |
| Ishares 3 7 Year Trery Bond Etf Etf (IEI) | 1.3 | $6.5M | +100% | 57k | 114.27 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 1.1 | $5.6M | -55% | 113k | 50.14 | |
| Ishares Russell 1000 Value Etf Etf (IWD) | 1.1 | $5.6M | +129% | 41k | 136.00 | |
| Ishares Msci Eafe Etf Etf (EFA) | 1.0 | $5.1M | +25% | 92k | 56.01 | |
| Microsoft Corporation (MSFT) | 1.0 | $5.0M | -4% | 22k | 232.89 | |
| Apple (AAPL) | 0.9 | $4.5M | -54% | 33k | 138.21 | |
| Quadratic Intrst Rt Vlt And Etf Etf (IVOL) | 0.8 | $3.9M | +49% | 171k | 22.57 | |
Setup an alertAlmanack Investment Partners will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
||||||
| iShares S&P SmallCap 600 Index (IJR) | 0.7 | $3.5M | +109% | 40k | 87.19 | |
| Ishares Core Us Aggregate Bond Etf Etf (AGG) | 0.7 | $3.4M | +11% | 36k | 96.33 | |
| iShares Gold Trust (IAU) | 0.7 | $3.4M | +89% | 108k | 31.53 | |
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.6 | $3.3M | +99% | 16k | 210.39 | |
| Ishares National Muni Bond Etf Etf (MUB) | 0.6 | $3.3M | +147% | 32k | 102.57 | |
| Spdr Gold Shares Etf Etf (GLD) | 0.6 | $3.2M | -31% | 21k | 154.68 | |
| Ishares S&p Mid Cap 400 Value Etf Etf (IJJ) | 0.6 | $3.1M | +57% | 34k | 90.61 | |
| Ishares Core S&p 500 Etf Etf (IVV) | 0.6 | $3.0M | -24% | 8.2k | 358.63 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $2.7M | +1731% | 28k | 95.65 | |
| Ishares Msci Usa Momntum Fct Etf Etf (MTUM) | 0.5 | $2.7M | -37% | 21k | 131.19 | |
| Ishares Msci Emerging Markets Etf Etf (EMXC) | 0.5 | $2.6M | +18% | 58k | 44.49 | |
| Dbx Etf Tr Xtrack Msci Eafe Etf (DBEF) | 0.5 | $2.6M | -87% | 76k | 33.48 | |
| Robinhood Mkts (HOOD) | 0.5 | $2.5M | NEW | 254k | 9.77 | |
| Ishares Core S&p Mid Cap Etf Etf (IJH) | 0.5 | $2.4M | +100% | 11k | 219.23 | |
| Ishares Core S&p Total Us Stock Market Etf Etf (ITOT) | 0.5 | $2.4M | +100% | 30k | 79.55 | |
| Harleysville Financial (HARL) | 0.4 | $2.2M | +100% | 86k | 25.50 | |
| Vaneck Gold Miners Etf Etf (GDX) | 0.4 | $2.1M | +79% | 88k | 24.11 | |
| Amazon (AMZN) | 0.4 | $2.0M | -49% | 18k | 112.99 | |
| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.4 | $2.0M | +109% | 37k | 52.68 | |
| Ishares U S Real Estate Etf Etf (IYR) | 0.4 | $1.9M | +122% | 23k | 81.43 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.9M | +2% | 11k | 163.33 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.9M | -28% | 18k | 104.48 | |
| Huntington Bancshares Incorporated (HBAN) | 0.4 | $1.8M | NEW | 138k | 13.18 | |
| Vanguard Total Bond Market ETF (BND) | 0.3 | $1.8M | +11% | 25k | 71.33 | |
| Coca-Cola Company (KO) | 0.3 | $1.7M | +88% | 31k | 56.03 | |
| McDonald's Corporation (MCD) | 0.3 | $1.7M | +30% | 7.5k | 230.76 | |
| Moderna (MRNA) | 0.3 | $1.7M | NEW | 15k | 118.26 | |
| Wisdomtree Us Qlt Div Grw Etf Etf (DGRW) | 0.3 | $1.7M | +5% | 31k | 53.89 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $1.6M | +2771% | 17k | 96.17 | |
| KLA-Tencor Corporation (KLAC) | 0.3 | $1.5M | +98% | 4.8k | 302.69 | |
| Vaneck Etf Trust Emerging Mrkt Hi Etf (HYEM) | 0.3 | $1.4M | +142% | 81k | 16.87 | |
| Ishares Russell 1000 Etf Etf (IWB) | 0.3 | $1.4M | +100% | 6.9k | 197.38 | |
| Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 0.2 | $1.2M | -73% | 50k | 23.44 | |
| Vanguard Charlotte Fds Total Intl Bd Etf Etf (BNDX) | 0.2 | $1.2M | -21% | 24k | 47.71 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $1.1M | -27% | 4.3k | 267.17 | |
| Vanguard Extended Duration Etf Etf (EDV) | 0.2 | $1.0M | +4% | 12k | 86.76 | |
| Cgi Inc Cl A Sub Vtg (GIB) | 0.2 | $1.0M | +99% | 14k | 75.22 | |
| Merck & Co (MRK) | 0.2 | $1.0M | +40% | 12k | 86.08 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.2 | $962k | +31% | 10k | 95.97 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $946k | -7% | 2.5k | 386.12 | |
| Accenture (ACN) | 0.2 | $903k | -32% | 3.5k | 257.26 | |
| Ishares Ibonds Dec 2022 Term Corporate Etf Etf (IBDN) | 0.2 | $894k | NEW | 36k | 25.03 | |
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.2 | $862k | +66% | 15k | 57.88 | |
| Home Depot (HD) | 0.2 | $854k | -26% | 3.1k | 276.02 | |
| Eli Lilly & Co. (LLY) | 0.2 | $844k | +61% | 2.6k | 323.50 | |
| Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) | 0.2 | $817k | NEW | 17k | 47.92 | |
| Ishares Inc Core Msci Emerging Mkts Etf Etf (IEMG) | 0.2 | $794k | +134% | 19k | 42.97 | |
| Fidelity Msci Information Technology Index Etf Etf (FTEC) | 0.2 | $777k | +87% | 8.5k | 90.98 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.2 | $776k | +57% | 15k | 50.94 | |
| PIMCO 15+ Year U.S. TIPS Index Fund (LTPZ) | 0.2 | $774k | -26% | 14k | 56.12 | |
| Ishares S&p 500 Value Etf Etf (IVE) | 0.1 | $735k | +61% | 5.7k | 128.59 | |
| Honeywell International (HON) | 0.1 | $695k | -8% | 4.2k | 166.99 | |
| Vaneck Etf Trust Mrngstr Wde Moat Etf (MOAT) | 0.1 | $686k | -38% | 11k | 60.03 | |
| International Business Machines (IBM) | 0.1 | $667k | +27% | 5.6k | 118.83 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $610k | +46% | 5.4k | 112.55 | |
| Ishares Us Aerospace Defense Etf Etf (ITA) | 0.1 | $606k | +160% | 6.6k | 91.17 | |
| Magellan Midstream Partners (MMP) | 0.1 | $589k | +77% | 12k | 47.50 | |
| Ea Series Trust (MOOD) | 0.1 | $588k | NEW | 26k | 22.32 | |
| Spdr S&p Midcap 400 Etf Etf (MDY) | 0.1 | $562k | +100% | 1.4k | 401.43 | |
| Facebook Inc cl a (META) | 0.1 | $541k | +5% | 4.0k | 135.66 | |
| Lowe's Companies (LOW) | 0.1 | $539k | -30% | 2.9k | 187.80 | |
| Ishares Tr intl div grwth (IGRO) | 0.1 | $527k | +151% | 10k | 50.65 | |
| Evolv Technologi (EVLV) | 0.1 | $519k | +37% | 252k | 2.06 | |
| Enterprise Products Partners (EPD) | 0.1 | $513k | -4% | 22k | 23.80 | |
| Spdr S&p Global Natural Resourcs Etf Etf (GNR) | 0.1 | $502k | +8% | 10k | 49.44 | |
| Bristol Myers Squibb (BMY) | 0.1 | $490k | -2% | 6.9k | 71.12 | |
| Intel Corporation (INTC) | 0.1 | $486k | +51% | 19k | 25.79 | |
| Pimco Enhncd Lw Drtn Actv Etf Etf (LDUR) | 0.1 | $461k | +26% | 4.9k | 94.86 | |
| Advanced Micro Devices (AMD) | 0.1 | $460k | -24% | 7.3k | 63.38 | |
| Becton, Dickinson and (BDX) | 0.1 | $458k | -37% | 2.1k | 222.98 | |
| Litman Gregory Fds Tr (DBMF) | 0.1 | $449k | NEW | 13k | 33.91 | |
| Walt Disney Company (DIS) | 0.1 | $443k | -47% | 4.7k | 94.28 | |
| Amgen (AMGN) | 0.1 | $429k | -61% | 1.9k | 225.55 | |
| Cisco Systems (CSCO) | 0.1 | $428k | -57% | 11k | 39.98 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $425k | -4% | 11k | 38.49 | |
| 3M Company (MMM) | 0.1 | $425k | -13% | 3.8k | 110.50 | |
| Ishares Dow Jones Us Etf Etf (IYY) | 0.1 | $411k | +100% | 4.7k | 87.75 | |
| Ishares Jp Mrgn Em High Yld Bd Etf Etf (EMHY) | 0.1 | $388k | +4% | 12k | 32.46 | |
| Fidelity Quality Factor Etf Etf (FQAL) | 0.1 | $374k | +63% | 9.0k | 41.56 | |
| MasterCard Incorporated (MA) | 0.1 | $362k | -35% | 1.3k | 284.59 | |
| Duke Energy (DUK) | 0.1 | $354k | -4% | 3.8k | 93.04 | |
| iShares Dow Jones US Financial (IYF) | 0.1 | $351k | NEW | 5.2k | 67.56 | |
| CVS Caremark Corporation (CVS) | 0.1 | $351k | +5% | 3.7k | 95.48 | |
| Brookfield Infrastructure Part (BIP) | 0.1 | $349k | -56% | 9.7k | 35.91 | |
| CF Bankshares (CFBK) | 0.1 | $345k | 17k | 20.52 | ||
| Chevron Corporation (CVX) | 0.1 | $340k | -44% | 2.4k | 143.70 | |
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf Etf (KBWB) | 0.1 | $335k | NEW | 6.8k | 49.11 | |
| Ares Capital Corporation (ARCC) | 0.1 | $324k | -9% | 19k | 16.87 | |
| Fidelity Msci Real Estate Index Etf Etf (FREL) | 0.1 | $323k | +42% | 14k | 23.92 | |
| iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.1 | $313k | NEW | 1.3k | 250.00 | |
| Abbott Laboratories (ABT) | 0.1 | $312k | -37% | 3.2k | 96.71 | |
| General Dynamics Corporation (GD) | 0.1 | $307k | +44% | 1.4k | 212.02 | |
| Duff & Phelps Global (DPG) | 0.1 | $295k | 23k | 12.81 | ||
| Bank of America Corporation (BAC) | 0.1 | $292k | -48% | 9.7k | 30.15 | |
| iShares Dow Jones US Technology (IYW) | 0.1 | $289k | +55% | 3.9k | 73.35 | |
| Medical Properties Trust (MPW) | 0.1 | $287k | +100% | 24k | 11.87 | |
| Fidelity Msci Health Care Index Etf Etf (FHLC) | 0.1 | $279k | 4.8k | 57.59 | ||
| GSK (GSK) | 0.1 | $278k | NEW | 9.3k | 30.00 | |
| Graniteshares Gold Tr shs ben int (BAR) | 0.1 | $276k | 17k | 16.49 | ||
| Etf Managers Tr Wedbush Vid Game Etf (GAMR) | 0.1 | $276k | +59% | 5.4k | 50.74 | |
| American Centy Etf Tr Avantis Us Small Cap Value Etf (AVUV) | 0.1 | $275k | NEW | 4.2k | 66.03 | |
| Medtronic (MDT) | 0.1 | $274k | -11% | 3.4k | 80.83 | |
| BlackRock (BLK) | 0.1 | $260k | -49% | 473.00 | 549.68 | |
| Sprott Physical Gold & S (CEF) | 0.0 | $254k | 17k | 15.44 | ||
| Ishares U.s. Utilities Etf Etf (IDU) | 0.0 | $252k | NEW | 3.1k | 81.03 | |
| Ishares Msci Acwi Ex Us Etf Etf (ACWX) | 0.0 | $250k | NEW | 6.2k | 40.12 | |
| Ishares Cohen And Steers Reit Etf Etf (ICF) | 0.0 | $249k | NEW | 4.7k | 53.09 | |
| Ishares U.s. Healthcare Etf Etf (IYH) | 0.0 | $248k | -7% | 980.00 | 253.06 | |
| Dbx Etf Tr Xtrack Msci Japn Etf (DBJP) | 0.0 | $247k | 5.3k | 47.05 | ||
| Ishares Mbs Etf Etf (MBB) | 0.0 | $240k | NEW | 2.6k | 92.17 | |
| Abbvie (ABBV) | 0.0 | $238k | -73% | 1.8k | 134.46 | |
| Fidelity Msci Matls Index Etf Etf (FMAT) | 0.0 | $235k | -44% | 6.2k | 38.07 | |
| Jpmorgan Core Plus Bond Etf Etf (JCPB) | 0.0 | $234k | NEW | 5.1k | 46.02 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $233k | NEW | 2.8k | 82.45 | |
| Comcast Corporation (CMCSA) | 0.0 | $226k | -65% | 7.7k | 29.34 | |
| Automatic Data Processing (ADP) | 0.0 | $222k | -53% | 980.00 | 226.53 | |
| Genuine Parts Company (GPC) | 0.0 | $222k | NEW | 1.5k | 149.19 | |
| FirstEnergy (FE) | 0.0 | $218k | +6% | 5.9k | 36.99 | |
| Gilead Sciences (GILD) | 0.0 | $198k | NEW | 3.2k | 61.84 | |
| Franklin Resources (BEN) | 0.0 | $198k | 9.2k | 21.56 | ||
| Ishares Global Energy Etf Etf (IXC) | 0.0 | $195k | NEW | 5.8k | 33.38 | |
| Kraft Heinz (KHC) | 0.0 | $195k | NEW | 5.8k | 33.41 | |
| Ishares Trt Is 5 10 Inv Gr Cr Bd Etf Etf (IGIB) | 0.0 | $195k | NEW | 4.0k | 48.29 | |
| Fidelity High Dividend Etf Etf (FDVV) | 0.0 | $193k | 5.8k | 33.05 | ||
| Discover Financial Services (DFS) | 0.0 | $191k | NEW | 2.1k | 90.78 | |
| First Trust Global Tactical etp (FTGC) | 0.0 | $187k | NEW | 7.4k | 25.35 | |
| Ishares Tr Us Hlthcr Pr Etf Etf (IHF) | 0.0 | $184k | NEW | 718.00 | 256.27 | |
| Costco Wholesale Corporation (COST) | 0.0 | $181k | -77% | 383.00 | 472.58 | |
| Ishares Trust Msci Emg Mkts Etf Usd Dis Etf (EEM) | 0.0 | $180k | -31% | 5.2k | 34.85 | |
| iShares S&P Global Healthcare Sect. (IXJ) | 0.0 | $179k | NEW | 2.4k | 75.53 | |
| Ishares Tr self drivng ev (IDRV) | 0.0 | $179k | -6% | 5.4k | 33.46 | |
| Dollar General (DG) | 0.0 | $177k | -21% | 737.00 | 240.16 | |
| Ishares Tr Fltg Rate Nt Etf Etf (FLOT) | 0.0 | $176k | NEW | 3.5k | 50.14 | |
| Ishares Tr Is 1 5 Yr In Gr Cr Bd Etf Etf (IGSB) | 0.0 | $174k | NEW | 3.5k | 49.49 | |
| Alliant Energy Corporation (LNT) | 0.0 | $171k | NEW | 3.2k | 52.94 | |
| Southwest Airlines (LUV) | 0.0 | $170k | NEW | 5.5k | 30.82 | |
| Marriott International (MAR) | 0.0 | $169k | NEW | 1.2k | 139.90 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $164k | NEW | 2.2k | 74.89 | |
| Strive U S Energy Etf Etf | 0.0 | $163k | NEW | 6.5k | 25.08 | |
| Fidelity Msci Finls Index Etf Etf (FNCL) | 0.0 | $157k | NEW | 3.6k | 43.04 | |
| Bentley Systems Cl B Ord (BSY) | 0.0 | $157k | NEW | 5.0k | 31.25 | |
| Dominion Resources (D) | 0.0 | $156k | -20% | 2.3k | 69.06 | |
| Micron Technology (MU) | 0.0 | $152k | NEW | 3.0k | 50.16 | |
| American Centy Etf Tr Avantis Intl Eqt Etf (AVDE) | 0.0 | $151k | NEW | 3.3k | 45.48 | |
| iShares S&P Global Technology Sect. (IXN) | 0.0 | $148k | NEW | 3.5k | 42.29 | |
| Tax Exempt Bd Fd Amer Cl F 1 Etf | 0.0 | $146k | -36% | 13k | 11.68 | |
| iShares Dow Jones US Consumer Goods (IYK) | 0.0 | $142k | NEW | 790.00 | 179.75 | |
| Anheuser-Busch InBev NV (BUD) | 0.0 | $139k | NEW | 3.1k | 45.04 | |
| Global X Lithium And Battery Tech Etf Etf (LIT) | 0.0 | $135k | NEW | 2.0k | 66.21 | |
| Flexshares Tr mornstar upstr (GUNR) | 0.0 | $132k | NEW | 3.5k | 37.46 | |
| Ishares Tr Gl Clean Ene Etf Etf (ICLN) | 0.0 | $128k | NEW | 6.7k | 19.14 | |
| ETFMG Prime Cyber Security ETF Etf (HACK) | 0.0 | $127k | NEW | 2.9k | 43.49 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $127k | -32% | 461.00 | 275.49 | |
| Ishares Biotechnology Etf Etf (IBB) | 0.0 | $126k | NEW | 1.1k | 117.10 | |
| Metwest Ttl Ret Bd I mutual fund | 0.0 | $125k | NEW | 13k | 9.50 | |
| First Trust Dow Jones Sel.MicroCap (FDM) | 0.0 | $124k | NEW | 2.5k | 49.82 | |
| Ishares Tr U.s. Med Dvc Etf Etf (IHI) | 0.0 | $121k | -46% | 2.6k | 47.05 | |
| Ishares S&p Small Cap 600 Etf Etf (IJS) | 0.0 | $120k | NEW | 1.5k | 82.19 | |
| Ishares Russell Mid Cap Etf Etf (IWR) | 0.0 | $120k | NEW | 1.9k | 62.70 | |
| Proshares Tr proshs emg etf (EMDV) | 0.0 | $120k | NEW | 2.9k | 41.72 | |
| First Trust Cnsumer Stapl Alpha (FXG) | 0.0 | $118k | NEW | 2.1k | 56.73 | |
| Ishares Us Regional Banks Etf Etf (IAT) | 0.0 | $116k | NEW | 2.4k | 47.58 | |
| Model N (MODN) | 0.0 | $113k | NEW | 3.4k | 33.24 | |
| Loews Corporation (L) | 0.0 | $110k | NEW | 2.2k | 50.88 | |
| Fidelity Low Volatility Factor Etf Etf (FDLO) | 0.0 | $109k | NEW | 2.6k | 42.10 | |
| WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.0 | $108k | NEW | 2.7k | 39.81 | |
| Exelon Corporation (EXC) | 0.0 | $105k | NEW | 2.8k | 37.38 | |
| Aurinia Pharmaceuticals (AUPH) | 0.0 | $104k | 14k | 7.47 | ||
| Ingredion Incorporated (INGR) | 0.0 | $104k | NEW | 1.3k | 80.62 | |
| Hubbell (HUBB) | 0.0 | $104k | NEW | 466.00 | 223.18 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $103k | -47% | 625.00 | 164.80 | |
| Gladstone Ld Corp Pfd Ser B 6 (LANDO) | 0.0 | $100k | NEW | 4.0k | 25.00 | |
| Lam Research Corporation (LRCX) | 0.0 | $100k | NEW | 274.00 | 364.96 | |
| Ishares Core Conservative Allocation Etf Etf (AOK) | 0.0 | $98k | NEW | 3.0k | 32.67 | |
| General Electric (GE) | 0.0 | $98k | NEW | 1.6k | 61.95 | |
| Ishares Core Msci Europe Etf Etf (IEUR) | 0.0 | $96k | NEW | 2.4k | 39.54 | |
| iShares Dow Jones US Consumer Ser. (IYC) | 0.0 | $95k | NEW | 1.6k | 57.93 | |
| Kohl's Corporation (KSS) | 0.0 | $93k | NEW | 3.7k | 25.03 | |
| Albemarle Corporation (ALB) | 0.0 | $91k | -92% | 345.00 | 263.77 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $90k | NEW | 60.00 | 1500.00 | |
| Airbnb (ABNB) | 0.0 | $90k | NEW | 854.00 | 105.39 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $89k | NEW | 1.8k | 49.33 | |
| MarketAxess Holdings (MKTX) | 0.0 | $88k | NEW | 394.00 | 223.35 | |
| American Tower Reit (AMT) | 0.0 | $87k | -85% | 406.00 | 214.29 | |
| Emerson Electric (EMR) | 0.0 | $85k | -55% | 1.2k | 73.34 | |
| Cigna Corp (CI) | 0.0 | $84k | -86% | 304.00 | 276.32 | |
| John Hancock Multifactor Enrg Etf Etf (JHME) | 0.0 | $82k | NEW | 2.8k | 29.25 | |
| Air Products & Chemicals (APD) | 0.0 | $82k | -79% | 352.00 | 232.95 | |
| Caterpillar (CAT) | 0.0 | $81k | -68% | 496.00 | 163.31 | |
| Fidelity Msci Utilities Indx Etf Etf (FUTY) | 0.0 | $80k | NEW | 1.9k | 42.11 | |
| Boeing Company (BA) | 0.0 | $78k | NEW | 643.00 | 121.31 | |
| Brown-Forman Corporation (BF.A) | 0.0 | $78k | NEW | 1.2k | 67.83 | |
| Ark Etf Tr Innovation Etf Etf (ARKK) | 0.0 | $77k | NEW | 2.0k | 37.91 | |
| MGM Resorts International. (MGM) | 0.0 | $77k | NEW | 2.6k | 29.66 | |
| Fox Corp (FOXA) | 0.0 | $76k | NEW | 2.5k | 30.72 | |
| First Tr Exchange Traded Fd first tr mngstr (FMF) | 0.0 | $75k | NEW | 1.5k | 51.48 | |
| Haleon Plc Spon Ads | 0.0 | $71k | NEW | 12k | 6.12 | |
| Fidelity Limited Term Bond Etf Etf (FLTB) | 0.0 | $71k | NEW | 1.5k | 47.49 | |
| Fidelity Value Factor Etf Etf (FVAL) | 0.0 | $70k | NEW | 1.7k | 40.23 | |
| Devon Energy Corporation (DVN) | 0.0 | $69k | NEW | 1.2k | 60.00 | |
| Bscm etf (BSCM) | 0.0 | $69k | NEW | 3.2k | 21.24 | |
| MetLife (MET) | 0.0 | $69k | NEW | 1.1k | 60.42 | |
| Capital One Financial (COF) | 0.0 | $69k | -62% | 740.00 | 93.24 | |
| American Airls (AAL) | 0.0 | $68k | NEW | 5.6k | 12.25 | |
| Invesco Exch Trd Slf Idx Fd Tr Bulshs 2023 Cb MF (BSCN) | 0.0 | $68k | NEW | 3.3k | 20.90 | |
| Guggenheim Bulletshrs 2025 Corp Bd Etf (BSCP) | 0.0 | $68k | NEW | 3.4k | 19.95 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $67k | NEW | 5.8k | 11.53 | |
| Compass Minerals International (CMP) | 0.0 | $66k | NEW | 1.7k | 38.71 | |
| FMC Corporation (FMC) | 0.0 | $66k | NEW | 623.00 | 105.94 | |
| Eversource Energy (ES) | 0.0 | $66k | NEW | 828.00 | 79.71 | |
| Delta Air Lines (DAL) | 0.0 | $65k | NEW | 2.3k | 28.11 | |
| salesforce (CRM) | 0.0 | $65k | NEW | 452.00 | 143.81 | |
| Ford Motor Company (F) | 0.0 | $64k | -56% | 5.7k | 11.23 | |
| Alpha Archtct Intr Quntv Val Etf Etf (IVAL) | 0.0 | $64k | -99% | 3.2k | 20.28 | |
| Baxter International (BAX) | 0.0 | $63k | NEW | 1.1k | 55.12 | |
| Dupont De Nemours (DD) | 0.0 | $63k | NEW | 1.2k | 50.72 | |
| Schwab Fundamental Us Large Co Etf Etf (FNDX) | 0.0 | $62k | -88% | 1.3k | 48.29 | |
| Ingersoll Rand (IR) | 0.0 | $62k | NEW | 1.4k | 43.24 | |
| ConocoPhillips (COP) | 0.0 | $62k | NEW | 603.00 | 102.82 | |
| Kinder Morgan (KMI) | 0.0 | $61k | NEW | 3.6k | 16.85 | |
| Advisorshares Ranger Eqy Bear Etf Etf (HDGE) | 0.0 | $60k | NEW | 2.0k | 30.00 | |
| Goldman Sachs (GS) | 0.0 | $60k | NEW | 202.00 | 297.03 | |
| Blackrock High Yield Bond Port | 0.0 | $58k | NEW | 8.9k | 6.50 | |
| Hut 8 Mng Corp (HUT) | 0.0 | $58k | +100% | 32k | 1.82 | |
| Altria (MO) | 0.0 | $58k | NEW | 1.4k | 40.39 | |
| Broadcom (AVGO) | 0.0 | $58k | -85% | 131.00 | 442.75 | |
| Blackrock Ultra Short Term Bond Etf Etf (ICSH) | 0.0 | $58k | NEW | 1.2k | 49.91 | |
| Dex (DXCM) | 0.0 | $57k | NEW | 712.00 | 80.06 | |
| Linde (LIN) | 0.0 | $57k | NEW | 210.00 | 271.43 | |
| Ishares Us Home Construct Etf Etf (ITB) | 0.0 | $57k | NEW | 1.1k | 52.44 | |
| Blackrock Floating Rate mutual funds | 0.0 | $57k | NEW | 6.1k | 9.33 | |
| Carrier Global Corporation (CARR) | 0.0 | $56k | NEW | 1.6k | 35.67 | |
| Keysight Technologies (KEYS) | 0.0 | $56k | NEW | 356.00 | 157.30 | |
| Boston Scientific Corporation (BSX) | 0.0 | $56k | NEW | 1.4k | 39.05 | |
| Lumentum Hldgs (LITE) | 0.0 | $56k | NEW | 812.00 | 68.97 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $56k | NEW | 6.6k | 8.44 | |
Past Filings by Almanack Investment Partners
SEC 13F filings are viewable for Almanack Investment Partners going back to 2016
- Almanack Investment Partners 2022 Q3 filed Nov. 15, 2022
- Almanack Investment Partners 2022 Q2 filed Aug. 12, 2022
- Almanack Investment Partners 2022 Q1 filed May 13, 2022
- Almanack Investment Partners 2021 Q4 filed Feb. 11, 2022
- Almanack Investment Partners 2021 Q3 filed Nov. 4, 2021
- Almanack Investment Partners 2021 Q2 amended filed Aug. 11, 2021
- Almanack Investment Partners 2021 Q2 filed Aug. 4, 2021
- Almanack Investment Partners 2021 Q1 filed May 11, 2021
- Almanack Investment Partners 2020 Q4 filed Feb. 3, 2021
- Almanack Investment Partners 2020 Q3 filed Nov. 12, 2020
- Almanack Investment Partners 2020 Q2 filed Aug. 10, 2020
- Almanack Investment Partners 2020 Q1 filed May 13, 2020
- Almanack Investment Partners 2019 Q4 filed Feb. 10, 2020
- Almanack Investment Partners 2019 Q3 filed Nov. 8, 2019
- Almanack Investment Partners 2019 Q2 filed July 31, 2019
- Almanack Investment Partners 2019 Q1 filed May 15, 2019