Chartist

Latest statistics and disclosures from Chartist's latest quarterly 13F-HR filing:

Portfolio Holdings for Chartist

Companies in the Chartist portfolio as of the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sherwin-Williams Company (SHW) 33.1 $54M 169k 321.86
iShares Russell 2000 Index (IWM) 19.6 $32M 195k 165.67
SPDR DJ Wilshire Mid Cap Growth (MDYG) 15.6 $26M -2% 68k 375.38
PowerShares QQQ Trust, Series 1 14.4 $24M 111k 212.61
SPDR Dow Jones Industrial Average ETF (DIA) 8.8 $15M -2% 51k 285.10
Vanguard Total Stock Market ETF (VTI) 1.0 $1.6M 9.8k 163.62
iShares Russell 1000 Index (IWB) 0.8 $1.2M 6.9k 178.42
Schwab U S Large Cap Growth ETF (SCHG) 0.7 $1.1M +10% 7.5k 151.47
Accelr8 Technology (AXDX) 0.7 $1.1M 65k 16.90
SPDR S&P Homebuilders (XHB) 0.5 $883k 19k 45.51
Industrial SPDR (XLI) 0.5 $820k -2% 10k 81.47
iShares Russell 2000 Growth Index (IWO) 0.5 $826k 3.9k 214.25
Vanguard Small-Cap ETF (VB) 0.5 $777k 4.7k 165.65
SPDR KBW Bank (KBE) 0.4 $677k 14k 47.29
Amazon (AMZN) 0.4 $634k -16% 343.00 1847.84
Central Fd Cda Ltd cl a 0.4 $628k 43k 14.66
Home Depot (HD) 0.2 $374k -11% 1.7k 218.42
Vanguard Emerging Markets ETF (VWO) 0.2 $375k 8.4k 44.47
Vanguard Growth ETF (VUG) 0.2 $326k +31% 1.8k 182.17
Allstate Corporation (ALL) 0.2 $308k -5% 2.7k 112.46
Direxion Shs Etf Tr 0.2 $316k 9.0k 35.13
Equinix 0.2 $289k -6% 495.00 583.79
TJX Companies (TJX) 0.2 $270k -6% 4.4k 61.07
iShares Dow Jones Select Dividend (DVY) 0.1 $242k -11% 2.3k 105.66
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.1 $254k 2.5k 101.59
Truist Financial Corp equities (TFC) 0.1 $241k NEW 4.3k 56.32
Paypal Holdings (PYPL) 0.1 $224k -6% 2.1k 108.17
Apple (AAPL) 0.1 $216k NEW 734.00 293.54

Past Filings by Chartist

SEC 13F filings are viewable for Chartist going back to 2011

View all past filings