Bronfman E.l. Rothschild
Latest statistics and disclosures from Wealthspire Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IVV, VEA, GOVT, VTI, and represent 39.07% of Wealthspire Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$188M), IVV (+$168M), GOVT (+$126M), VEA (+$123M), VTI (+$107M), SCHF (+$75M), SCHD (+$55M), VXUS (+$44M), IJH (+$41M), VWO (+$39M).
- Started 118 new stock positions in MCK, ALLY, Kansas City Southern, BYND, MNST, MINT, ACI, WIT, BK, CPRX.
- Reduced shares in these 10 stocks: ACN (-$64M), SYK (-$9.1M), CMG, LOW, PINS, SCHX, MKC.V, DHR, FI, MSFT.
- Sold out of its positions in ACNB, AGNC, AKAM, ARE, ALLO, ALL, COR, AMP, APPN, AZO.
- Wealthspire Advisors was a net buyer of stock by $1.3B.
- Wealthspire Advisors has $2.7B in assets under management (AUM), dropping by 93.18%.
- Central Index Key (CIK): 0001666612
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Portfolio Holdings for Wealthspire Advisors
Wealthspire Advisors holds 482 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 12.1 | $326M | +136% | 1.1M | 307.65 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 11.1 | $300M | +126% | 894k | 336.06 |
|
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 6.8 | $184M | +200% | 4.5M | 40.90 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 4.7 | $127M | +10488% | 4.5M | 27.95 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.4 | $118M | +1028% | 692k | 170.31 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.0 | $108M | +224% | 3.5M | 31.40 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.3 | $89M | +161% | 1.6M | 55.30 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.7 | $73M | +127% | 395k | 185.31 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.5 | $69M | +10% | 388k | 176.26 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.4 | $64M | +117% | 915k | 70.23 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.9 | $52M | +291% | 1.2M | 43.24 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.7 | $47M | +1623% | 895k | 52.17 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.6 | $42M | +69% | 324k | 129.72 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.5 | $42M | -6% | 518k | 80.63 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.3 | $35M | +51% | 229k | 153.80 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $35M | +7895% | 292k | 118.06 |
|
| Apple (AAPL) | 1.2 | $32M | +199% | 276k | 115.81 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.1 | $29M | +8% | 514k | 56.08 |
|
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 1.1 | $29M | +3449% | 861k | 33.35 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 1.0 | $28M | +35% | 1.5M | 19.04 |
|
| Microsoft Corporation (MSFT) | 1.0 | $27M | -6% | 129k | 210.33 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.9 | $23M | -2% | 459k | 50.45 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.8 | $23M | +545% | 145k | 156.44 |
|
| Amazon (AMZN) | 0.7 | $20M | +2% | 6.2k | 3149.01 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $18M | -78% | 77k | 225.99 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $17M | -5% | 116k | 149.79 |
|
| Cme (CME) | 0.6 | $15M | +3331% | 92k | 167.31 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $14M | +93% | 178k | 78.96 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $14M | +63% | 64k | 216.89 |
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $14M | +779% | 260k | 52.80 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.5 | $13M | +86% | 219k | 58.34 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $13M | +451% | 141k | 88.22 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $11M | +125% | 50k | 227.60 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.4 | $11M | 295k | 38.58 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $11M | +871% | 98k | 115.93 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $11M | +229% | 49k | 231.09 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $11M | +12% | 178k | 61.63 |
|
| Facebook Cl A (META) | 0.4 | $11M | +52% | 42k | 261.91 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.4 | $10M | NEW | 75k | 133.59 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.4 | $9.7M | +1318% | 190k | 51.02 |
|
| Verizon Communications (VZ) | 0.4 | $9.5M | -4% | 159k | 59.49 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $9.0M | +102% | 77k | 118.12 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $8.9M | +20% | 27k | 338.18 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $8.9M | -6% | 130k | 68.32 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $8.9M | +33% | 163k | 54.44 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $8.8M | NEW | 178k | 49.57 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $8.1M | -15% | 41k | 195.71 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $7.8M | NEW | 97k | 79.92 |
|
| Tesla Motors (TSLA) | 0.3 | $7.7M | +409% | 18k | 429.02 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $7.5M | +35% | 5.1k | 1469.63 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $7.2M | -11% | 34k | 212.94 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $7.1M | 4.9k | 1465.57 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $7.1M | -4% | 265k | 26.76 |
|
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.3 | $7.1M | NEW | 78k | 91.52 |
|
| Visa Com Cl A (V) | 0.2 | $6.7M | +6% | 34k | 199.98 |
|
| UnitedHealth (UNH) | 0.2 | $6.1M | +3% | 20k | 311.77 |
|
| Advanced Disposal Services I | 0.2 | $6.0M | 200k | 30.23 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $6.0M | +4% | 46k | 128.67 |
|
| Procter & Gamble Company (PG) | 0.2 | $5.9M | +3% | 43k | 139.00 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $5.8M | +52% | 56k | 104.52 |
|
| Abbott Laboratories (ABT) | 0.2 | $5.8M | +80% | 53k | 108.83 |
|
| Johnson & Johnson (JNJ) | 0.2 | $5.5M | -20% | 37k | 148.89 |
|
| Coca-Cola Company (KO) | 0.2 | $5.4M | 109k | 49.37 |
|
|
| Eaton Vance New York Municipal Bond Fund (ENX) | 0.2 | $5.3M | NEW | 448k | 11.80 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $5.3M | +501% | 57k | 92.40 |
|
| Pfizer (PFE) | 0.2 | $5.3M | 144k | 36.70 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $5.2M | NEW | 74k | 70.48 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $5.2M | -14% | 81k | 63.66 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $5.0M | +45% | 10k | 490.42 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $4.9M | NEW | 60k | 81.55 |
|
| Pepsi (PEP) | 0.2 | $4.8M | -4% | 35k | 138.60 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $4.7M | +38% | 25k | 187.16 |
|
| Purple Innovatio (PRPL) | 0.2 | $4.7M | NEW | 188k | 24.86 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $4.5M | +6% | 47k | 96.28 |
|
| Deutsche Bank A G Namen Akt (DB) | 0.2 | $4.4M | NEW | 522k | 8.40 |
|
| Abbvie (ABBV) | 0.2 | $4.4M | +133% | 50k | 87.58 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $4.2M | +158% | 31k | 134.71 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $4.2M | +29% | 23k | 177.11 |
|
| Home Depot (HD) | 0.1 | $4.0M | -2% | 14k | 277.70 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $3.9M | NEW | 63k | 62.09 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $3.9M | +1628% | 45k | 86.51 |
|
| Paypal Holdings (PYPL) | 0.1 | $3.9M | +76% | 20k | 197.05 |
|
| salesforce (CRM) | 0.1 | $3.8M | +131% | 15k | 251.35 |
|
| Tiffany & Co. | 0.1 | $3.7M | NEW | 32k | 115.85 |
|
| Merck & Co (MRK) | 0.1 | $3.6M | 43k | 82.94 |
|
|
| Disney Walt Com Disney (DIS) | 0.1 | $3.4M | -18% | 27k | 124.07 |
|
| Zoetis Cl A (ZTS) | 0.1 | $3.2M | +212% | 20k | 165.36 |
|
| Nike CL B (NKE) | 0.1 | $3.2M | -17% | 26k | 125.53 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $3.2M | +1434% | 108k | 29.95 |
|
| Starbucks Corporation (SBUX) | 0.1 | $3.2M | -31% | 37k | 85.92 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $3.1M | 9.3k | 338.82 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $3.1M | +23% | 22k | 139.92 |
|
| Intel Corporation (INTC) | 0.1 | $3.1M | -3% | 59k | 51.77 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $3.0M | +94% | 50k | 60.28 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $2.9M | +8% | 5.4k | 541.28 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $2.9M | +26% | 10k | 293.95 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.9M | +283% | 39k | 75.48 |
|
| Bluelinx Hldgs Com New (BXC) | 0.1 | $2.8M | NEW | 132k | 21.53 |
|
| First Tr Energy Infrastrctr | 0.1 | $2.8M | +38% | 316k | 8.95 |
|
| Ishares Tr Nasdaq Biotech (IBB) | 0.1 | $2.7M | +77% | 20k | 135.40 |
|
| Netflix (NFLX) | 0.1 | $2.6M | +18% | 5.3k | 499.91 |
|
| Nextera Energy (NEE) | 0.1 | $2.6M | -14% | 9.5k | 277.56 |
|
| Spdr Ser Tr Nuveen Brc Munic (TFI) | 0.1 | $2.6M | +301% | 49k | 51.92 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $2.5M | +12% | 7.1k | 354.93 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $2.5M | +6% | 48k | 51.55 |
|
| Mccormick & Co Com Vtg (MKC.V) | 0.1 | $2.4M | -52% | 13k | 195.36 |
|
| Philip Morris International (PM) | 0.1 | $2.4M | +140% | 33k | 74.99 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.4M | +54% | 21k | 112.45 |
|
| Cisco Systems (CSCO) | 0.1 | $2.4M | -2% | 61k | 39.39 |
|
| McDonald's Corporation (MCD) | 0.1 | $2.3M | +2% | 11k | 219.51 |
|
| Servicenow (NOW) | 0.1 | $2.3M | +243% | 4.8k | 485.02 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $2.3M | NEW | 8.4k | 277.45 |
|
| 3M Company (MMM) | 0.1 | $2.3M | -17% | 15k | 160.19 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.3M | -27% | 50k | 46.26 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.1 | $2.3M | NEW | 73k | 31.30 |
|
| Fiserv (FI) | 0.1 | $2.2M | -44% | 22k | 103.05 |
|
| Autodesk (ADSK) | 0.1 | $2.2M | +318% | 9.7k | 231.06 |
|
| At&t (T) | 0.1 | $2.2M | -30% | 78k | 28.51 |
|
| J P Morgan Exchange-traded F Betbuld Europe | 0.1 | $2.2M | NEW | 97k | 22.88 |
|
| Royalty Pharma Shs Cl A (RPRX) | 0.1 | $2.2M | NEW | 53k | 42.07 |
|
| Altria (MO) | 0.1 | $2.2M | +156% | 57k | 38.63 |
|
| International Business Machines (IBM) | 0.1 | $2.2M | -27% | 18k | 121.66 |
|
| Lowe's Companies (LOW) | 0.1 | $2.2M | -59% | 13k | 165.85 |
|
| Becton, Dickinson and (BDX) | 0.1 | $2.1M | -23% | 9.2k | 232.66 |
|
| Dollar General (DG) | 0.1 | $2.1M | +202% | 10k | 209.59 |
|
| Houlihan Lokey Cl A (HLI) | 0.1 | $2.1M | NEW | 36k | 59.06 |
|
| Target Corporation (TGT) | 0.1 | $2.1M | -5% | 13k | 157.40 |
|
| Atlantic Union B (AUB) | 0.1 | $2.1M | -23% | 97k | 21.37 |
|
| Qualcomm (QCOM) | 0.1 | $2.0M | +2% | 17k | 117.68 |
|
| Danaher Corporation (DHR) | 0.1 | $2.0M | -54% | 9.1k | 215.36 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.0M | +49% | 7.0k | 277.82 |
|
| Albertsons Cos Common Stock (ACI) | 0.1 | $1.9M | NEW | 138k | 13.85 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.9M | -2% | 79k | 24.09 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $1.8M | +209% | 23k | 80.49 |
|
| Eagle Ban (EGBN) | 0.1 | $1.8M | -17% | 68k | 26.78 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.8M | -11% | 17k | 108.13 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.8M | -5% | 30k | 59.70 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.8M | -23% | 52k | 34.33 |
|
| Blackstone Group Com Cl A (BX) | 0.1 | $1.7M | +22% | 33k | 52.21 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.7M | -24% | 8.8k | 196.82 |
|
| United Bankshares (UBSI) | 0.1 | $1.7M | 81k | 21.47 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.7M | +19% | 28k | 60.28 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $1.7M | +2% | 4.3k | 393.17 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.7M | +244% | 3.0k | 559.64 |
|
| Norfolk Southern (NSC) | 0.1 | $1.6M | +32% | 7.6k | 214.03 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $1.6M | -8% | 13k | 127.95 |
|
| Broadcom (AVGO) | 0.1 | $1.6M | +34% | 4.4k | 364.19 |
|
| Amgen (AMGN) | 0.1 | $1.6M | -40% | 6.3k | 254.23 |
|
| Penske Automotive (PAG) | 0.1 | $1.6M | 33k | 47.67 |
|
|
| Ishares Tr Global Reit Etf (REET) | 0.1 | $1.6M | -10% | 74k | 21.03 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.5M | -10% | 10k | 147.63 |
|
| Illinois Tool Works (ITW) | 0.1 | $1.5M | 7.9k | 193.15 |
|
|
| Chevron Corporation (CVX) | 0.1 | $1.5M | 21k | 71.98 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.4M | +154% | 2.0k | 709.60 |
|
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.1 | $1.4M | +74% | 24k | 58.20 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | 3.2k | 441.57 |
|
|
| Choice Hotels International (CHH) | 0.1 | $1.4M | 16k | 85.96 |
|
|
| Honeywell International (HON) | 0.0 | $1.4M | -2% | 8.2k | 164.55 |
|
| Linde SHS | 0.0 | $1.3M | +5% | 5.6k | 238.13 |
|
| Wec Energy Group (WEC) | 0.0 | $1.3M | -12% | 14k | 96.88 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $1.3M | -74% | 1.0k | 1243.53 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $1.3M | 24k | 54.38 |
|
|
| BlackRock | 0.0 | $1.3M | -19% | 2.3k | 563.73 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $1.3M | +9% | 8.6k | 148.05 |
|
| Atrion Corporation (ATRI) | 0.0 | $1.3M | -9% | 2.0k | 626.23 |
|
| Boeing Company (BA) | 0.0 | $1.3M | +16% | 7.7k | 165.30 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.3M | +60% | 22k | 57.47 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.2M | +76% | 15k | 83.04 |
|
| Ally Financial (ALLY) | 0.0 | $1.2M | NEW | 49k | 25.08 |
|
| Fidelity National Information Services (FIS) | 0.0 | $1.2M | -5% | 8.2k | 147.16 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $1.2M | -13% | 3.8k | 315.50 |
|
| Vaneck Vectors Etf Tr Biotech Etf (BBH) | 0.0 | $1.2M | NEW | 7.2k | 162.03 |
|
| Align Technology (ALGN) | 0.0 | $1.2M | +190% | 3.6k | 327.18 |
|
| Eaton Vance Municipal Bond Fund (EIM) | 0.0 | $1.2M | +120% | 88k | 13.17 |
|
| Fastenal Company (FAST) | 0.0 | $1.1M | +8% | 26k | 45.09 |
|
| Vicor Corporation (VICR) | 0.0 | $1.1M | 15k | 77.73 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $1.1M | 7.8k | 146.76 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $1.1M | +15% | 8.2k | 139.51 |
|
| Illumina (ILMN) | 0.0 | $1.1M | +175% | 3.7k | 308.98 |
|
| United Parcel Service CL B (UPS) | 0.0 | $1.1M | -19% | 6.8k | 166.57 |
|
| American Tower Reit (AMT) | 0.0 | $1.1M | -51% | 4.5k | 241.80 |
|
| Moody's Corporation (MCO) | 0.0 | $1.1M | 3.6k | 289.90 |
|
|
| FedEx Corporation (FDX) | 0.0 | $1.0M | -9% | 4.2k | 251.50 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $1.0M | 28k | 38.04 |
|
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $1.0M | -25% | 3.4k | 311.51 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.0M | -55% | 7.2k | 142.76 |
|
| Medtronic SHS (MDT) | 0.0 | $1.0M | +6% | 9.8k | 103.90 |
|
| Gartner (IT) | 0.0 | $1.0M | +336% | 8.0k | 124.92 |
|
| Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $1.0M | NEW | 338k | 2.97 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $975k | -40% | 17k | 57.55 |
|
| Eaton Corp SHS (ETN) | 0.0 | $974k | +6% | 9.5k | 102.08 |
|
| J P Morgan Exchange-traded F Betbuld Japan | 0.0 | $970k | NEW | 39k | 24.68 |
|
| Msci (MSCI) | 0.0 | $969k | +128% | 2.7k | 356.77 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $968k | +70% | 1.6k | 624.11 |
|
| W.W. Grainger (GWW) | 0.0 | $964k | +5% | 2.7k | 356.77 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $957k | +20% | 11k | 88.60 |
|
| Mettler-Toledo International (MTD) | 0.0 | $939k | NEW | 972.00 | 966.05 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $912k | 16k | 58.42 |
|
|
| Intuit (INTU) | 0.0 | $900k | -10% | 2.8k | 326.09 |
|
| Henry Schein (HSIC) | 0.0 | $890k | -2% | 15k | 58.80 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $869k | +22% | 7.9k | 110.62 |
|
| Aon Shs Cl A (AON) | 0.0 | $869k | +205% | 4.2k | 206.27 |
|
| Ecolab (ECL) | 0.0 | $853k | -28% | 4.3k | 199.72 |
|
| Caterpillar (CAT) | 0.0 | $848k | 5.7k | 149.09 |
|
|
| Dominion Resources (D) | 0.0 | $844k | +32% | 11k | 78.97 |
|
| Baxter International (BAX) | 0.0 | $828k | +2% | 10k | 80.43 |
|
| Swedish Expt Cr Corp Rog Ttl Etn 22 | 0.0 | $807k | -12% | 187k | 4.32 |
|
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.0 | $803k | NEW | 33k | 24.06 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $792k | -10% | 2.1k | 383.54 |
|
| Deere & Company (DE) | 0.0 | $787k | +3% | 3.6k | 221.63 |
|
| American Express Company (AXP) | 0.0 | $781k | +13% | 7.8k | 100.24 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $770k | -49% | 1.1k | 696.83 |
|
| Rockwell Automation (ROK) | 0.0 | $768k | +4% | 3.5k | 220.63 |
|
| J P Morgan Exchange-traded F Betabuldrs Cda | 0.0 | $744k | NEW | 31k | 23.84 |
|
| S&p Global (SPGI) | 0.0 | $743k | +43% | 2.1k | 360.50 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $727k | +26% | 3.6k | 203.98 |
|
| Invesco Exch Trd Slf Idx Bulshs 2021 Cb | 0.0 | $710k | +119% | 33k | 21.32 |
|
| TJX Companies (TJX) | 0.0 | $709k | -18% | 13k | 55.62 |
|
| Laboratory Corp Amer Hldgs Com New | 0.0 | $706k | -33% | 3.7k | 188.37 |
|
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.0 | $704k | NEW | 5.8k | 121.78 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $696k | -67% | 8.6k | 80.88 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $683k | NEW | 6.7k | 101.99 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $681k | -23% | 4.4k | 155.84 |
|
| American Electric Power Company (AEP) | 0.0 | $669k | -13% | 8.2k | 81.72 |
|
| MercadoLibre (MELI) | 0.0 | $666k | -35% | 615.00 | 1082.93 |
|
| Anthem (ELV) | 0.0 | $655k | +22% | 2.4k | 268.66 |
|
| SYSCO Corporation (SYY) | 0.0 | $650k | 10k | 62.22 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $647k | NEW | 4.2k | 154.78 |
|
| Intercontinental Exchange (ICE) | 0.0 | $646k | -3% | 6.5k | 99.97 |
|
| AFLAC Incorporated (AFL) | 0.0 | $644k | +4% | 18k | 36.36 |
|
| Booking Holdings (BKNG) | 0.0 | $638k | +18% | 373.00 | 1710.46 |
|
| Crown Castle Intl (CCI) | 0.0 | $619k | -10% | 3.7k | 166.58 |
|
| Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.0 | $608k | 12k | 49.86 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $602k | +44% | 6.3k | 95.18 |
|
| Consolidated Edison (ED) | 0.0 | $599k | +19% | 7.7k | 77.85 |
|
| Stryker Corporation (SYK) | 0.0 | $599k | -93% | 2.9k | 208.28 |
|
| PNC Financial Services (PNC) | 0.0 | $593k | +8% | 5.4k | 109.90 |
|
| Activision Blizzard | 0.0 | $593k | +32% | 7.3k | 80.96 |
|
| Advanced Micro Devices (AMD) | 0.0 | $589k | +16% | 7.2k | 81.98 |
|
| Paychex (PAYX) | 0.0 | $580k | +106% | 7.3k | 79.75 |
|
| Progressive Corporation (PGR) | 0.0 | $577k | -30% | 6.1k | 94.64 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $572k | -9% | 11k | 51.61 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $563k | +122% | 15k | 38.64 |
|
| General Mills (GIS) | 0.0 | $560k | -42% | 9.1k | 61.70 |
|
| Oshkosh Corporation (OSK) | 0.0 | $559k | 7.6k | 73.48 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $558k | 2.6k | 218.22 |
|
|
| Provention Bio | 0.0 | $554k | -25% | 43k | 12.82 |
|
| General Electric Company | 0.0 | $553k | 89k | 6.23 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $551k | -22% | 11k | 48.36 |
|
| Gilead Sciences (GILD) | 0.0 | $551k | -12% | 8.7k | 63.17 |
|
| Southern Company (SO) | 0.0 | $547k | +5% | 10k | 54.27 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $547k | NEW | 2.2k | 252.42 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $546k | +88% | 2.0k | 271.91 |
|
| Citigroup Com New (C) | 0.0 | $542k | -32% | 13k | 43.13 |
|
| Wells Fargo & Company (WFC) | 0.0 | $541k | +5% | 23k | 23.51 |
|
| H&E Equipment Services | 0.0 | $541k | 28k | 19.68 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $535k | -75% | 6.3k | 85.37 |
|
| Prologis (PLD) | 0.0 | $527k | +34% | 5.2k | 100.61 |
|
| American Water Works (AWK) | 0.0 | $526k | NEW | 3.6k | 144.86 |
|
| Public Service Enterprise (PEG) | 0.0 | $526k | +87% | 9.6k | 54.89 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $523k | -23% | 15k | 35.88 |
|
| Enterprise Products Partners (EPD) | 0.0 | $522k | +7% | 33k | 15.78 |
|
| Skyworks Solutions (SWKS) | 0.0 | $519k | NEW | 3.6k | 145.58 |
|
| Goldman Sachs (GS) | 0.0 | $518k | -51% | 2.6k | 200.85 |
|
| Emerson Electric (EMR) | 0.0 | $517k | +32% | 7.9k | 65.59 |
|
| Air Products & Chemicals (APD) | 0.0 | $510k | +25% | 1.7k | 298.07 |
|
| Global Payments (GPN) | 0.0 | $510k | -9% | 2.9k | 177.70 |
|
| Cigna Corp (CI) | 0.0 | $509k | +16% | 3.0k | 169.38 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $506k | +63% | 8.8k | 57.38 |
|
| Cintas Corporation (CTAS) | 0.0 | $498k | -4% | 1.5k | 332.89 |
|
| MGE Energy (MGEE) | 0.0 | $495k | -6% | 7.9k | 62.61 |
|
| Eversource Energy (ES) | 0.0 | $494k | +13% | 5.9k | 83.59 |
|
| Edwards Lifesciences (EW) | 0.0 | $490k | -16% | 6.1k | 79.75 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $488k | 2.3k | 214.69 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $484k | +9% | 4.8k | 101.42 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $483k | -4% | 6.3k | 77.18 |
|
| Ishares Tr Europe Etf (IEV) | 0.0 | $480k | +93% | 12k | 41.83 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $479k | +40% | 13k | 38.22 |
|
| Dow (DOW) | 0.0 | $478k | +25% | 10k | 47.00 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $474k | -14% | 3.5k | 135.00 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $474k | +29% | 7.5k | 63.47 |
|
| Exelon Corporation (EXC) | 0.0 | $474k | +3% | 13k | 35.74 |
|
| Barclays Bank Ipth Sr B S&p | 0.0 | $473k | +90% | 19k | 24.89 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $470k | -52% | 5.4k | 86.92 |
|
| Equinix (EQIX) | 0.0 | $470k | -25% | 618.00 | 760.52 |
|
| O'reilly Automotive (ORLY) | 0.0 | $470k | -70% | 1.0k | 461.24 |
|
| Jbg Smith Properties (JBGS) | 0.0 | $458k | NEW | 17k | 26.75 |
|
| Hershey Company (HSY) | 0.0 | $456k | -8% | 3.2k | 143.35 |
|
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $454k | NEW | 24k | 18.76 |
|
| Cummins (CMI) | 0.0 | $454k | +8% | 2.1k | 211.26 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $453k | -41% | 4.6k | 99.36 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $449k | NEW | 4.9k | 92.10 |
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $449k | -2% | 4.4k | 101.93 |
|
| Gold Trust Ishares | 0.0 | $448k | +14% | 25k | 17.98 |
|
| Phillips 66 (PSX) | 0.0 | $447k | 8.6k | 51.89 |
|
|
| Cerner Corporation | 0.0 | $446k | -27% | 6.2k | 72.26 |
|
| Micron Technology (MU) | 0.0 | $445k | +7% | 9.5k | 46.99 |
|
| Pctel | 0.0 | $442k | 78k | 5.66 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $429k | -26% | 3.5k | 122.54 |
|
| eBay (EBAY) | 0.0 | $427k | +49% | 8.2k | 52.16 |
|
| Invesco Exchange Traded Fd T Dynmc Software (IGPT) | 0.0 | $421k | +29% | 3.4k | 123.71 |
|
| Kinder Morgan (KMI) | 0.0 | $416k | -14% | 34k | 12.33 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $416k | -62% | 3.8k | 108.39 |
|
| Lam Research Corporation | 0.0 | $409k | +10% | 1.2k | 331.98 |
|
| Biogen Idec (BIIB) | 0.0 | $408k | -30% | 1.4k | 283.33 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $406k | -54% | 2.6k | 156.76 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $401k | NEW | 1.7k | 239.12 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $396k | -20% | 3.5k | 114.55 |
|
| Redwood Trust (RWT) | 0.0 | $391k | 52k | 7.52 |
|
|
| Te Connectivity Reg Shs | 0.0 | $391k | -5% | 4.0k | 97.80 |
|
| Citizens Financial (CFG) | 0.0 | $388k | +26% | 15k | 25.26 |
|
| Applied Materials (AMAT) | 0.0 | $387k | +8% | 6.5k | 59.52 |
|
| CSX Corporation (CSX) | 0.0 | $384k | +15% | 4.9k | 77.73 |
|
| Draftkings Com Cl A | 0.0 | $374k | NEW | 6.4k | 58.80 |
|
| Humana (HUM) | 0.0 | $373k | +47% | 901.00 | 413.98 |
|
| General Dynamics Corporation (GD) | 0.0 | $366k | -62% | 2.6k | 138.37 |
|
| Scripps E W Co Ohio Cl A New (SSP) | 0.0 | $361k | -16% | 32k | 11.45 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $361k | NEW | 2.6k | 137.26 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $361k | +10% | 1.8k | 202.13 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $359k | -55% | 5.2k | 69.48 |
|
| Paccar (PCAR) | 0.0 | $358k | NEW | 4.2k | 85.36 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $358k | NEW | 4.4k | 81.14 |
|
| T. Rowe Price (TROW) | 0.0 | $350k | +28% | 2.7k | 128.06 |
|
| Herbalife Nutrition Com Shs (HLF) | 0.0 | $350k | NEW | 7.5k | 46.60 |
|
| Prudential Financial (PRU) | 0.0 | $349k | +12% | 5.5k | 63.49 |
|
| Varian Medical Systems | 0.0 | $349k | +6% | 2.0k | 172.01 |
|
| Electrocore | 0.0 | $346k | 200k | 1.73 |
|
|
| Proshares Tr Ult R/est New (URE) | 0.0 | $346k | 6.3k | 54.67 |
|
|
| Church & Dwight (CHD) | 0.0 | $333k | -17% | 3.5k | 93.83 |
|
| Raymond James Financial (RJF) | 0.0 | $328k | NEW | 4.5k | 72.68 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $320k | -40% | 2.3k | 137.46 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $319k | NEW | 4.4k | 72.01 |
|
| Five9 (FIVN) | 0.0 | $318k | NEW | 2.5k | 129.58 |
|
| ConocoPhillips (COP) | 0.0 | $317k | 9.6k | 32.86 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $314k | NEW | 6.0k | 52.48 |
|
| Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 0.0 | $310k | 1.5k | 206.67 |
|
|
| CoStar (CSGP) | 0.0 | $309k | +28% | 365.00 | 846.58 |
|
| Waste Management (WM) | 0.0 | $307k | -80% | 2.7k | 113.03 |
|
| Dupont De Nemours (DD) | 0.0 | $306k | -21% | 5.5k | 55.57 |
|
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.0 | $305k | +10% | 9.2k | 33.05 |
|
| Roper Industries (ROP) | 0.0 | $301k | -83% | 762.00 | 395.01 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $299k | NEW | 5.4k | 55.07 |
|
| Kansas City Southern Com New | 0.0 | $299k | NEW | 1.7k | 180.99 |
|
| Spdr Ser Tr Bloomberg Brclys (JNK) | 0.0 | $299k | NEW | 2.9k | 104.25 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $298k | -28% | 10k | 29.26 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $297k | -33% | 1.5k | 194.24 |
|
| CarMax (KMX) | 0.0 | $296k | -49% | 3.2k | 91.98 |
|
| Kraft Heinz (KHC) | 0.0 | $288k | NEW | 9.6k | 29.98 |
|
| Corning Incorporated (GLW) | 0.0 | $288k | -21% | 8.9k | 32.37 |
|
| Analog Devices (ADI) | 0.0 | $287k | -50% | 2.5k | 116.86 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $286k | NEW | 1.7k | 165.13 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $286k | NEW | 7.9k | 36.38 |
|
| Beyond Meat (BYND) | 0.0 | $280k | NEW | 1.7k | 165.88 |
|
| Schlumberger (SLB) | 0.0 | $280k | +48% | 18k | 15.56 |
|
| Xcel Energy (XEL) | 0.0 | $279k | NEW | 4.0k | 69.13 |
|
| Monster Beverage Corp (MNST) | 0.0 | $278k | NEW | 3.5k | 80.18 |
|
| Guardant Health (GH) | 0.0 | $276k | -5% | 2.5k | 111.61 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $274k | -66% | 5.0k | 54.76 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $273k | -67% | 6.2k | 44.02 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $272k | 1.3k | 208.59 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $272k | +24% | 1.1k | 245.04 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $272k | -59% | 3.6k | 75.37 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $271k | +7% | 3.0k | 90.54 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $269k | 3.4k | 78.08 |
|
|
| Ford Motor Company (F) | 0.0 | $267k | +10% | 40k | 6.67 |
|
| Globe Life (GL) | 0.0 | $266k | +15% | 3.3k | 80.02 |
|
| Key (KEY) | 0.0 | $265k | NEW | 22k | 11.92 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $264k | NEW | 3.5k | 76.21 |
|
| Ansys (ANSS) | 0.0 | $263k | -7% | 804.00 | 327.11 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $262k | NEW | 2.8k | 92.71 |
|
| Old Republic International Corporation (ORI) | 0.0 | $261k | NEW | 18k | 14.74 |
|
| L3harris Technologies (LHX) | 0.0 | $261k | NEW | 1.5k | 170.03 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $261k | NEW | 2.3k | 115.23 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $261k | -73% | 707.00 | 369.17 |
|
| Electronic Arts (EA) | 0.0 | $261k | -13% | 2.0k | 130.37 |
|
| First American Financial (FAF) | 0.0 | $258k | +3% | 5.1k | 50.83 |
|
| Williams Companies (WMB) | 0.0 | $258k | NEW | 13k | 19.69 |
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $257k | NEW | 5.8k | 44.33 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $256k | -31% | 47k | 5.42 |
|
| Etf Ser Solutions Defiance Next (SIXG) | 0.0 | $256k | NEW | 9.0k | 28.50 |
|
| Viacomcbs CL B (PARA) | 0.0 | $255k | NEW | 9.1k | 28.02 |
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $255k | -47% | 7.1k | 35.67 |
|
| Omni (OMC) | 0.0 | $254k | -15% | 5.1k | 49.56 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $254k | +11% | 1.1k | 226.79 |
|
| Unilever Spon Adr New (UL) | 0.0 | $253k | -17% | 4.1k | 61.78 |
|
| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.0 | $252k | NEW | 4.8k | 52.97 |
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $250k | NEW | 3.9k | 64.80 |
|
| Simon Property (SPG) | 0.0 | $249k | NEW | 3.9k | 64.57 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $249k | NEW | 2.0k | 126.33 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $249k | -20% | 3.1k | 80.98 |
|
| Tractor Supply Company (TSCO) | 0.0 | $249k | -6% | 1.7k | 143.19 |
|
| Yum! Brands (YUM) | 0.0 | $248k | -18% | 2.7k | 91.34 |
|
| Kla Corp Com New (KLAC) | 0.0 | $248k | NEW | 1.3k | 193.45 |
|
| Clorox Company (CLX) | 0.0 | $246k | -50% | 1.2k | 209.90 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $246k | -15% | 4.2k | 59.05 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $245k | -6% | 1.4k | 180.15 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $245k | NEW | 4.9k | 50.11 |
|
| VSE Corporation (VSEC) | 0.0 | $245k | -65% | 8.0k | 30.62 |
|
| Pool Corporation (POOL) | 0.0 | $243k | -6% | 725.00 | 335.17 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $240k | NEW | 6.8k | 35.22 |
|
| Icon SHS (ICLR) | 0.0 | $239k | NEW | 1.3k | 190.74 |
|
| Carrier Global Corporation (CARR) | 0.0 | $239k | -20% | 7.8k | 30.58 |
|
| Smucker J M Com New (SJM) | 0.0 | $237k | 2.1k | 115.55 |
|
|
| Invesco Exchange Traded Fd T Dwa Momentum (PDP) | 0.0 | $237k | NEW | 3.1k | 76.30 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $237k | NEW | 5.1k | 46.55 |
|
| Verisk Analytics (VRSK) | 0.0 | $236k | -83% | 1.3k | 185.10 |
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $236k | -29% | 6.0k | 39.56 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $235k | -61% | 2.3k | 101.12 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $233k | NEW | 6.8k | 34.35 |
|
| Sempra Energy (SRE) | 0.0 | $232k | NEW | 2.0k | 118.25 |
|
| America Movil Sab De Cv Spon Adr L Shs | 0.0 | $232k | 19k | 12.46 |
|
|
| Textron (TXT) | 0.0 | $232k | NEW | 6.4k | 36.02 |
|
| Public Storage (PSA) | 0.0 | $231k | -17% | 1.0k | 222.76 |
|
| Nicolet Bankshares (NIC) | 0.0 | $230k | -9% | 4.2k | 54.70 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $228k | 1.4k | 158.55 |
|
|
| Fortune Brands (FBIN) | 0.0 | $227k | NEW | 2.6k | 86.61 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $227k | NEW | 438.00 | 518.26 |
|
| MetLife (MET) | 0.0 | $227k | +3% | 6.1k | 37.10 |
|
| McKesson Corporation (MCK) | 0.0 | $226k | NEW | 1.5k | 148.98 |
|
| Trane Technologies SHS (TT) | 0.0 | $225k | -37% | 1.9k | 121.49 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $224k | NEW | 1.2k | 180.94 |
|
| Walgreen Boots Alliance | 0.0 | $224k | -25% | 6.2k | 35.91 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $224k | NEW | 24k | 9.49 |
|
| Sony Corp Sponsored Adr (SONY) | 0.0 | $223k | NEW | 2.9k | 76.71 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $222k | NEW | 7.3k | 30.60 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $220k | NEW | 4.2k | 52.31 |
|
| Metropcs Communications (TMUS) | 0.0 | $217k | NEW | 1.9k | 114.45 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $217k | NEW | 4.7k | 46.03 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $216k | -6% | 2.0k | 108.33 |
|
| Dover Corporation (DOV) | 0.0 | $215k | -4% | 2.0k | 108.26 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $214k | -38% | 672.00 | 318.45 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $213k | -67% | 2.5k | 83.79 |
|
| Synopsys (SNPS) | 0.0 | $213k | NEW | 994.00 | 214.29 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $212k | NEW | 1.2k | 176.52 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $212k | -82% | 955.00 | 221.99 |
|
| Masco Corporation (MAS) | 0.0 | $212k | NEW | 3.9k | 55.04 |
|
| J P Morgan Exchange-traded F Betabuldr Deve | 0.0 | $211k | NEW | 9.4k | 22.55 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $211k | NEW | 1.1k | 189.58 |
|
| Copart (CPRT) | 0.0 | $211k | -80% | 2.0k | 105.29 |
|
| Pimco Income Strategy Fund II (PFN) | 0.0 | $210k | NEW | 23k | 9.07 |
|
| Sun Life Financial (SLF) | 0.0 | $209k | NEW | 5.1k | 40.76 |
|
| Flowers Foods (FLO) | 0.0 | $209k | NEW | 8.6k | 24.39 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $208k | -55% | 1.2k | 172.61 |
|
| Citrix Systems | 0.0 | $208k | -41% | 1.5k | 137.93 |
|
| Kraneshares Tr Csi Chi Internet (KWEB) | 0.0 | $208k | NEW | 3.1k | 68.20 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $208k | -7% | 2.6k | 79.72 |
|
| Eaton Vance Cali Muni Bnd Fnd (EVM) | 0.0 | $207k | NEW | 18k | 11.35 |
|
| Wabtec Corporation (WAB) | 0.0 | $207k | NEW | 3.3k | 61.99 |
|
| Hca Holdings (HCA) | 0.0 | $207k | NEW | 1.7k | 124.40 |
|
| Capital One Financial (COF) | 0.0 | $206k | NEW | 2.9k | 71.95 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $205k | NEW | 3.2k | 64.59 |
|
| Snap-on Incorporated (SNA) | 0.0 | $202k | NEW | 1.4k | 147.34 |
|
| Microchip Technology (MCHP) | 0.0 | $201k | NEW | 2.0k | 102.55 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $181k | +48% | 15k | 12.04 |
|
| Halliburton Company (HAL) | 0.0 | $148k | NEW | 12k | 12.05 |
|
| Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) | 0.0 | $143k | NEW | 20k | 7.21 |
|
| Devon Energy Corporation (DVN) | 0.0 | $139k | +15% | 15k | 9.44 |
|
| Regions Financial Corporation (RF) | 0.0 | $138k | NEW | 12k | 11.52 |
|
| Extended Stay Amer Unit 99/99/9999b | 0.0 | $129k | NEW | 11k | 11.99 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $125k | NEW | 13k | 9.99 |
|
| Icici Bank Adr (IBN) | 0.0 | $124k | -71% | 13k | 9.84 |
|
| CenturyLink | 0.0 | $122k | NEW | 12k | 10.05 |
|
| Ubs Ag Jersey Branch Alerian Infrst | 0.0 | $117k | 13k | 9.38 |
|
|
| First Virginia Community Bank (FVCB) | 0.0 | $109k | NEW | 11k | 9.99 |
|
| Fiesta Restaurant | 0.0 | $101k | 11k | 9.36 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $100k | NEW | 11k | 9.14 |
|
| Astronics Corporation (ATRO) | 0.0 | $96k | -42% | 12k | 7.72 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $74k | NEW | 16k | 4.78 |
|
| Garrison Capital | 0.0 | $63k | NEW | 17k | 3.82 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $55k | NEW | 12k | 4.70 |
|
| Beyond Air | 0.0 | $52k | 10k | 5.20 |
|
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $48k | NEW | 14k | 3.40 |
|
| Conduent Incorporate (CNDT) | 0.0 | $47k | +9% | 15k | 3.19 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $44k | NEW | 17k | 2.55 |
|
| Banco Santander Adr (SAN) | 0.0 | $38k | NEW | 21k | 1.83 |
|
| Mereo Biopharma Group Ads (MREO) | 0.0 | $37k | 14k | 2.59 |
|
|
| Galectin Therapeutics Com New (GALT) | 0.0 | $37k | NEW | 14k | 2.67 |
|
| Gaslog SHS | 0.0 | $33k | 12k | 2.69 |
|
|
| Comstock Hldg Cos Cl A New (CHCI) | 0.0 | $29k | -42% | 12k | 2.42 |
|
| Amplify Energy Corp (AMPY) | 0.0 | $18k | NEW | 21k | 0.87 |
|
| Tellurian (TELL) | 0.0 | $17k | 21k | 0.81 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 0.0 | $0 | +435% | 421k | 0.00 |
|
Past Filings by Wealthspire Advisors
SEC 13F filings are viewable for Wealthspire Advisors going back to 2015
- Wealthspire Advisors 2020 Q3 filed Nov. 13, 2020
- Wealthspire Advisors 2020 Q2 filed Aug. 14, 2020
- Wealthspire Advisors 2020 Q1 filed May 13, 2020
- Wealthspire Advisors 2019 Q4 filed Feb. 14, 2020
- Bronfman E.l. Rothschild 2019 Q3 filed Nov. 13, 2019
- Bronfman E.l. Rothschild 2019 Q2 filed Aug. 12, 2019
- Bronfman E.l. Rothschild 2019 Q1 filed May 13, 2019
- Bronfman E.l. Rothschild 2018 Q4 filed Feb. 14, 2019
- Bronfman E.l. Rothschild 2018 Q3 filed Nov. 13, 2018
- Bronfman E.l. Rothschild 2018 Q2 filed Aug. 8, 2018
- Bronfman E.l. Rothschild 2018 Q1 filed May 3, 2018
- Bronfman E.l. Rothschild 2017 Q4 filed Feb. 7, 2018
- Bronfman E.l. Rothschild 2017 Q3 filed Nov. 8, 2017
- Bronfman E.l. Rothschild 2017 Q2 filed Aug. 9, 2017
- Bronfman E.l. Rothschild 2017 Q1 filed May 9, 2017
- Bronfman E.l. Rothschild 2016 Q4 filed Feb. 6, 2017