Clarfeld Financial Advisors
Latest statistics and disclosures from Clarfeld Financial Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001766347
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Portfolio Holdings for Clarfeld Financial Advisors
Clarfeld Financial Advisors holds 533 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Clarfeld Financial Advisors has 533 total positions. Only the first 250 positions are shown.
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- Download the Clarfeld Financial Advisors December 2018 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 25.2 | $30M | 121k | 251.67 |
|
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| iShares Russell 2000 Index (IWM) | 11.7 | $14M | 106k | 133.18 |
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| iShares MSCI EAFE Index Fund (EFA) | 8.8 | $11M | 179k | 59.54 |
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| iShares MSCI Emerging Markets Indx (EEM) | 5.5 | $6.6M | 168k | 39.06 |
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| Ishares Tr usa min vo (USMV) | 4.7 | $5.7M | 108k | 52.44 |
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| J P Morgan Exchange Traded F ultra shrt (JPST) | 3.8 | $4.5M | 90k | 50.24 |
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| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 3.7 | $4.5M | 87k | 51.83 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 3.6 | $4.4M | 80k | 54.70 |
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| iShares S&P 500 Value Index (IVE) | 2.9 | $3.5M | 34k | 101.13 |
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| Ishares Inc core msci emkt (IEMG) | 2.5 | $3.0M | 64k | 47.16 |
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| Spdr S&p 500 Etf (SPY) | 2.4 | $2.9M | 12k | 251.20 |
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| Vanguard S&p 500 Etf idx (VOO) | 1.5 | $1.8M | 7.7k | 229.78 |
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| iShares S&P 500 Growth Index (IVW) | 1.4 | $1.7M | 11k | 150.67 |
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| SPDR DJ Wilshire REIT (RWR) | 1.1 | $1.4M | 16k | 85.99 |
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| Vanguard FTSE All-World ex-US ETF (VEU) | 1.1 | $1.3M | 29k | 45.59 |
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| Invesco Exch-traded Fd Tr Div etf (PFM) | 0.9 | $1.1M | 46k | 24.72 |
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| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.9 | $1.1M | 11k | 101.22 |
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| iShares S&P MidCap 400 Index (IJH) | 0.9 | $1.1M | 6.3k | 166.06 |
|
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| Ishares Inc em mkt min vol (EEMV) | 0.7 | $897k | 16k | 55.86 |
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| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.7 | $817k | 7.6k | 107.33 |
|
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| Vanguard Emerging Markets ETF (VWO) | 0.6 | $767k | 20k | 38.12 |
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| Citizens Financial (CFG) | 0.6 | $660k | 23k | 28.94 |
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| Db-x Msci Eafe Currency-hedged (DBEF) | 0.5 | $645k | 23k | 27.90 |
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| Financial Select Sector SPDR (XLF) | 0.5 | $571k | 24k | 23.82 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.5 | $553k | 1.8k | 304.18 |
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| Ishares Tr eafe min volat (EFAV) | 0.5 | $559k | 8.4k | 66.71 |
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| iShares Russell 1000 Value Index (IWD) | 0.4 | $495k | 4.5k | 111.16 |
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| Vanguard Europe Pacific ETF (VEA) | 0.4 | $499k | 14k | 37.07 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.3 | $376k | 5.4k | 69.31 |
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| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.3 | $364k | 4.5k | 81.18 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.3 | $357k | 4.6k | 77.85 |
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| Microsoft Corporation (MSFT) | 0.3 | $347k | 3.4k | 101.69 |
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| Spdr Ser Tr sp500 high div (SPYD) | 0.3 | $341k | 10k | 34.10 |
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| Vanguard REIT ETF (VNQ) | 0.3 | $324k | 4.3k | 74.67 |
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| Covanta Holding Corporation | 0.2 | $275k | 20k | 13.66 |
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| Apple (AAPL) | 0.2 | $283k | 1.8k | 157.89 |
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| SPDR S&P Dividend (SDY) | 0.2 | $267k | 3.0k | 89.57 |
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| Alphabet Inc Class C cs (GOOG) | 0.2 | $256k | 248.00 | 1034.01 |
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| iShares Russell 1000 Growth Index (IWF) | 0.2 | $243k | 1.9k | 130.79 |
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| Doubleline Total Etf etf (TOTL) | 0.2 | $243k | 5.1k | 47.46 |
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| MasterCard Incorporated (MA) | 0.2 | $227k | 1.2k | 190.48 |
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| CVS Caremark Corporation (CVS) | 0.2 | $231k | 3.6k | 64.94 |
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| Amazon (AMZN) | 0.2 | $233k | 155.00 | 1503.23 |
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| Citigroup (C) | 0.2 | $228k | 4.3k | 52.83 |
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| PPG Industries (PPG) | 0.2 | $212k | 2.3k | 93.75 |
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| iShares Russell 2000 Value Index (IWN) | 0.2 | $222k | 2.1k | 107.66 |
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| iShares Dow Jones Select Dividend (DVY) | 0.2 | $204k | 2.3k | 89.28 |
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| Vanguard Small-Cap ETF (VB) | 0.2 | $188k | 1.4k | 131.93 |
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| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $189k | 1.9k | 97.83 |
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| iShares S&P Global Energy Sector (IXC) | 0.2 | $193k | 6.6k | 29.35 |
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| iShares FTSE/Xinhua China 25 Index (FXI) | 0.1 | $183k | 4.7k | 39.03 |
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| Berkshire Hathaway (BRK.B) | 0.1 | $161k | 787.00 | 204.74 |
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| Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.1 | $155k | 3.2k | 48.06 |
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| Johnson & Johnson (JNJ) | 0.1 | $145k | 1.1k | 129.13 |
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| Visa (V) | 0.1 | $144k | 1.1k | 132.11 |
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| iShares Gold Trust | 0.1 | $144k | 12k | 12.31 |
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| iShares Cohen & Steers Realty Maj. (ICF) | 0.1 | $143k | 1.5k | 95.65 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $134k | 1.4k | 97.25 |
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| Pfizer (PFE) | 0.1 | $131k | 3.0k | 43.52 |
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| Technology SPDR (XLK) | 0.1 | $136k | 2.2k | 61.82 |
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| Facebook Inc cl a (META) | 0.1 | $127k | 967.00 | 131.30 |
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| Ishares Tr etf msci usa (ESGU) | 0.1 | $135k | 2.4k | 55.19 |
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| Alphabet Inc Class A cs (GOOGL) | 0.1 | $119k | 114.00 | 1046.15 |
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| Ishares Inc msci em esg se (ESGE) | 0.1 | $118k | 3.8k | 30.70 |
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| SPDR KBW Bank (KBE) | 0.1 | $104k | 2.8k | 37.52 |
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| Coca-Cola Company (KO) | 0.1 | $100k | 2.1k | 47.80 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $101k | 1.5k | 68.54 |
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| Home Depot (HD) | 0.1 | $97k | 568.00 | 170.94 |
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| Cisco Systems (CSCO) | 0.1 | $100k | 2.3k | 43.52 |
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| UnitedHealth (UNH) | 0.1 | $101k | 404.00 | 250.00 |
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| Wendy's/arby's Group (WEN) | 0.1 | $94k | 6.0k | 15.67 |
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| Bank of America Corporation (BAC) | 0.1 | $84k | 3.4k | 24.59 |
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| Intel Corporation (INTC) | 0.1 | $86k | 1.8k | 46.83 |
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| Raytheon Company | 0.1 | $84k | 546.00 | 153.85 |
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| Merck & Co (MRK) | 0.1 | $90k | 1.2k | 77.32 |
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| Nextera Energy (NEE) | 0.1 | $87k | 500.00 | 174.00 |
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| Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf unit (DBC) | 0.1 | $82k | 5.6k | 14.68 |
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| Chevron Corporation (CVX) | 0.1 | $67k | 618.00 | 108.66 |
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| 3M Company (MMM) | 0.1 | $68k | 356.00 | 191.01 |
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| Verizon Communications (VZ) | 0.1 | $77k | 1.4k | 56.35 |
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| Pepsi (PEP) | 0.1 | $71k | 638.00 | 111.35 |
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| iShares Russell Midcap Index Fund (IWR) | 0.1 | $78k | 1.7k | 46.73 |
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| Vanguard Energy ETF (VDE) | 0.1 | $75k | 973.00 | 77.08 |
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| Schwab U S Broad Market ETF (SCHB) | 0.1 | $78k | 1.3k | 59.77 |
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| Abbvie (ABBV) | 0.1 | $76k | 816.00 | 93.02 |
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| Invesco Bric Etf etf | 0.1 | $70k | 2.2k | 31.89 |
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| Comcast Corporation (CMCSA) | 0.1 | $57k | 1.7k | 34.35 |
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| At&t (T) | 0.1 | $59k | 2.1k | 28.53 |
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| Yum! Brands (YUM) | 0.1 | $60k | 655.00 | 91.54 |
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| Procter & Gamble Company (PG) | 0.1 | $57k | 621.00 | 91.36 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $64k | 870.00 | 73.56 |
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| Vanguard Mid-Cap ETF (VO) | 0.1 | $60k | 437.00 | 137.30 |
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| Paypal Holdings (PYPL) | 0.1 | $56k | 661.00 | 84.72 |
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| Fortive (FTV) | 0.1 | $57k | 840.00 | 67.86 |
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| Abbott Laboratories (ABT) | 0.0 | $43k | 592.00 | 72.13 |
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| Eli Lilly & Co. (LLY) | 0.0 | $52k | 448.00 | 116.07 |
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| Health Care SPDR (XLV) | 0.0 | $51k | 590.00 | 86.44 |
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| Paychex (PAYX) | 0.0 | $43k | 660.00 | 65.15 |
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| Rollins (ROL) | 0.0 | $45k | 1.2k | 36.03 |
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| Allstate Corporation (ALL) | 0.0 | $44k | 529.00 | 83.18 |
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| Altria (MO) | 0.0 | $44k | 889.00 | 49.76 |
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| Danaher Corporation (DHR) | 0.0 | $50k | 480.00 | 104.17 |
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| iShares FTSE Developed Small Cap ex-Nor (IEUS) | 0.0 | $48k | 1.1k | 45.24 |
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| Acceleron Pharma | 0.0 | $44k | 1.0k | 44.00 |
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| Dowdupont | 0.0 | $43k | 802.00 | 53.62 |
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| Invesco S&p 500 High Div, Low V equities (SPHD) | 0.0 | $44k | 1.2k | 38.13 |
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| American Express Company (AXP) | 0.0 | $31k | 330.00 | 93.46 |
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| Walt Disney Company (DIS) | 0.0 | $42k | 378.00 | 111.11 |
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| Dominion Resources (D) | 0.0 | $36k | 500.00 | 72.00 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $37k | 320.00 | 115.62 |
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| Travelers Companies (TRV) | 0.0 | $31k | 262.00 | 118.32 |
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| Union Pacific Corporation (UNP) | 0.0 | $42k | 305.00 | 137.70 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $42k | 187.00 | 224.60 |
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| Boeing Company (BA) | 0.0 | $40k | 123.00 | 325.20 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $37k | 129.00 | 285.71 |
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| Amgen (AMGN) | 0.0 | $41k | 208.00 | 197.12 |
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| ConocoPhillips (COP) | 0.0 | $32k | 512.00 | 62.50 |
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| Honeywell International (HON) | 0.0 | $36k | 268.00 | 132.78 |
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| International Business Machines (IBM) | 0.0 | $33k | 290.00 | 114.94 |
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| Nike (NKE) | 0.0 | $34k | 462.00 | 73.59 |
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| Philip Morris International (PM) | 0.0 | $40k | 594.00 | 67.89 |
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| Old Republic International Corporation (ORI) | 0.0 | $33k | 1.6k | 20.82 |
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| Oracle Corporation (ORCL) | 0.0 | $39k | 870.00 | 44.83 |
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| Vanguard Large-Cap ETF (VV) | 0.0 | $39k | 342.00 | 114.04 |
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| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $42k | 366.00 | 114.75 |
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| iShares Dow Jones US Technology (IYW) | 0.0 | $38k | 235.00 | 161.70 |
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| iShares Dow Jones US Financial Svc. (IYG) | 0.0 | $31k | 273.00 | 113.55 |
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| American Tower Reit (AMT) | 0.0 | $42k | 274.00 | 152.54 |
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| First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.0 | $38k | 1.5k | 25.37 |
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| Broadcom (AVGO) | 0.0 | $42k | 164.00 | 256.10 |
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| Cme (CME) | 0.0 | $24k | 124.00 | 193.55 |
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| Caterpillar (CAT) | 0.0 | $26k | 207.00 | 125.60 |
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| Costco Wholesale Corporation (COST) | 0.0 | $21k | 105.00 | 200.00 |
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| Wal-Mart Stores (WMT) | 0.0 | $25k | 265.00 | 94.34 |
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| Bristol Myers Squibb (BMY) | 0.0 | $22k | 416.00 | 52.88 |
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| Genuine Parts Company (GPC) | 0.0 | $26k | 267.00 | 97.38 |
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| Microchip Technology (MCHP) | 0.0 | $26k | 360.00 | 72.22 |
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| NVIDIA Corporation (NVDA) | 0.0 | $29k | 221.00 | 132.65 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $25k | 278.00 | 90.91 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $21k | 95.00 | 221.05 |
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| Schlumberger (SLB) | 0.0 | $19k | 504.00 | 36.80 |
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| Stryker Corporation (SYK) | 0.0 | $24k | 150.00 | 160.00 |
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| Unilever | 0.0 | $23k | 429.00 | 53.61 |
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| United Technologies Corporation | 0.0 | $23k | 215.00 | 104.71 |
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| Qualcomm (QCOM) | 0.0 | $20k | 359.00 | 55.71 |
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| Gilead Sciences (GILD) | 0.0 | $19k | 295.00 | 64.41 |
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| Starbucks Corporation (SBUX) | 0.0 | $19k | 298.00 | 63.76 |
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| Lowe's Companies (LOW) | 0.0 | $26k | 279.00 | 93.19 |
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| Netflix (NFLX) | 0.0 | $27k | 101.00 | 267.33 |
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| SPDR Gold Trust (GLD) | 0.0 | $24k | 200.00 | 120.00 |
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| salesforce (CRM) | 0.0 | $23k | 171.00 | 134.50 |
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| iShares MSCI Brazil Index (EWZ) | 0.0 | $22k | 557.00 | 39.50 |
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| Simon Property (SPG) | 0.0 | $20k | 120.00 | 166.67 |
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| BRF Brasil Foods SA (BRFS) | 0.0 | $25k | 4.4k | 5.68 |
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| Tesla Motors (TSLA) | 0.0 | $21k | 64.00 | 328.12 |
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| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $24k | 350.00 | 68.57 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $21k | 358.00 | 58.66 |
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| Duke Energy (DUK) | 0.0 | $19k | 225.00 | 84.44 |
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| Twenty-first Century Fox | 0.0 | $19k | 397.00 | 47.86 |
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| Anthem (ELV) | 0.0 | $22k | 82.00 | 268.29 |
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| Welltower Inc Com reit (WELL) | 0.0 | $27k | 383.00 | 70.50 |
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| Madison Square Garden Cl A (MSGS) | 0.0 | $27k | 100.00 | 270.00 |
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| Liberty Media Corp Delaware Com C Braves Grp | 0.0 | $25k | 1.0k | 25.00 |
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| Lamb Weston Hldgs (LW) | 0.0 | $21k | 307.00 | 68.18 |
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| Altaba | 0.0 | $21k | 357.00 | 58.82 |
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| Linde | 0.0 | $19k | 122.00 | 155.74 |
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| Cigna Corp (CI) | 0.0 | $25k | 130.00 | 193.55 |
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| Loews Corporation (L) | 0.0 | $9.0k | 190.00 | 47.37 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $10k | 812.00 | 12.32 |
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| Cognizant Technology Solutions (CTSH) | 0.0 | $9.0k | 139.00 | 64.75 |
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| Corning Incorporated (GLW) | 0.0 | $7.0k | 232.00 | 30.17 |
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| BlackRock (BLK) | 0.0 | $12k | 31.00 | 387.10 |
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| Goldman Sachs (GS) | 0.0 | $15k | 90.00 | 166.67 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $17k | 417.00 | 40.77 |
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| U.S. Bancorp (USB) | 0.0 | $14k | 312.00 | 44.87 |
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| PNC Financial Services (PNC) | 0.0 | $18k | 153.00 | 117.65 |
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| Total System Services | 0.0 | $12k | 143.00 | 83.92 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $13k | 275.00 | 47.27 |
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| Discover Financial Services (DFS) | 0.0 | $7.0k | 124.00 | 56.45 |
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| Northern Trust Corporation (NTRS) | 0.0 | $7.0k | 78.00 | 89.74 |
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| Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $8.0k | 155.00 | 51.61 |
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| CSX Corporation (CSX) | 0.0 | $17k | 267.00 | 63.67 |
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| Devon Energy Corporation (DVN) | 0.0 | $7.0k | 326.00 | 21.47 |
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| Ecolab (ECL) | 0.0 | $9.0k | 60.00 | 150.00 |
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| M&T Bank Corporation (MTB) | 0.0 | $8.0k | 56.00 | 142.86 |
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| McDonald's Corporation (MCD) | 0.0 | $14k | 72.00 | 187.50 |
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| Baxter International (BAX) | 0.0 | $10k | 146.00 | 68.49 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $9.0k | 56.00 | 160.71 |
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| Norfolk Southern (NSC) | 0.0 | $13k | 87.00 | 151.52 |
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| CBS Corporation | 0.0 | $8.0k | 177.00 | 45.20 |
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| FirstEnergy (FE) | 0.0 | $11k | 281.00 | 39.15 |
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| United Parcel Service (UPS) | 0.0 | $12k | 123.00 | 97.56 |
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| Citrix Systems | 0.0 | $10k | 100.00 | 100.00 |
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| Edwards Lifesciences (EW) | 0.0 | $9.0k | 57.00 | 157.89 |
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| Franklin Resources (BEN) | 0.0 | $7.0k | 225.00 | 31.11 |
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| Newmont Mining Corporation (NEM) | 0.0 | $7.0k | 189.00 | 37.04 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $15k | 61.00 | 245.90 |
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| Public Storage (PSA) | 0.0 | $14k | 69.00 | 202.90 |
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| SYSCO Corporation (SYY) | 0.0 | $12k | 190.00 | 63.16 |
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| T. Rowe Price (TROW) | 0.0 | $11k | 115.00 | 95.65 |
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| V.F. Corporation (VFC) | 0.0 | $11k | 160.00 | 68.75 |
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| Wells Fargo & Company (WFC) | 0.0 | $7.0k | 155.00 | 45.16 |
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| Automatic Data Processing (ADP) | 0.0 | $8.0k | 61.00 | 131.15 |
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| Boston Scientific Corporation (BSX) | 0.0 | $9.0k | 240.00 | 37.50 |
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| Vulcan Materials Company (VMC) | 0.0 | $7.0k | 75.00 | 93.33 |
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| Morgan Stanley (MS) | 0.0 | $9.0k | 227.00 | 39.65 |
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| Laboratory Corp. of America Holdings | 0.0 | $18k | 145.00 | 124.14 |
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| Emerson Electric (EMR) | 0.0 | $13k | 202.00 | 62.11 |
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| Xilinx | 0.0 | $10k | 120.00 | 83.33 |
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| AstraZeneca (AZN) | 0.0 | $7.0k | 196.00 | 35.71 |
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| Kroger (KR) | 0.0 | $9.0k | 341.00 | 26.39 |
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| McKesson Corporation (MCK) | 0.0 | $9.0k | 85.00 | 105.88 |
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| PerkinElmer (RVTY) | 0.0 | $8.0k | 100.00 | 80.00 |
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| Anadarko Petroleum Corporation | 0.0 | $10k | 235.00 | 42.55 |
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| BB&T Corporation | 0.0 | $8.0k | 190.00 | 42.11 |
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| Capital One Financial (COF) | 0.0 | $15k | 196.00 | 76.53 |
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| Colgate-Palmolive Company (CL) | 0.0 | $8.0k | 128.00 | 62.50 |
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| Deere & Company (DE) | 0.0 | $16k | 109.00 | 146.79 |
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| Diageo (DEO) | 0.0 | $17k | 123.00 | 138.21 |
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| Halliburton Company (HAL) | 0.0 | $9.0k | 337.00 | 26.71 |
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| Intuitive Surgical (ISRG) | 0.0 | $13k | 27.00 | 481.48 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $10k | 120.00 | 83.33 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $14k | 231.00 | 60.61 |
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| Symantec Corporation | 0.0 | $7.0k | 376.00 | 18.62 |
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| Target Corporation (TGT) | 0.0 | $9.0k | 135.00 | 66.67 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $14k | 151.00 | 92.72 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $7.0k | 100.00 | 70.00 |
|
|
| Biogen Idec (BIIB) | 0.0 | $16k | 53.00 | 301.89 |
|
|
| Exelon Corporation (EXC) | 0.0 | $8.0k | 177.00 | 45.20 |
|
|
| Williams Companies (WMB) | 0.0 | $8.0k | 373.00 | 21.45 |
|
|
| TJX Companies (TJX) | 0.0 | $15k | 340.00 | 44.12 |
|
|
| Accenture (ACN) | 0.0 | $7.0k | 47.00 | 148.94 |
|
|
| EOG Resources (EOG) | 0.0 | $9.0k | 97.00 | 92.78 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $8.0k | 51.00 | 156.86 |
|
|
| Marriott International (MAR) | 0.0 | $12k | 109.00 | 110.09 |
|
|
| Clorox Company (CLX) | 0.0 | $7.0k | 46.00 | 152.17 |
|
|
| Prudential Financial (PRU) | 0.0 | $10k | 121.00 | 82.64 |
|
|
| Dollar Tree (DLTR) | 0.0 | $8.0k | 86.00 | 93.02 |
|
|
| AutoZone (AZO) | 0.0 | $10k | 12.00 | 833.33 |
|
|
| Omni (OMC) | 0.0 | $9.0k | 120.00 | 75.00 |
|
|
| Fiserv (FI) | 0.0 | $13k | 182.00 | 71.43 |
|
|
| PPL Corporation (PPL) | 0.0 | $9.0k | 312.00 | 28.85 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $7.0k | 133.00 | 52.63 |
|
|
| Applied Materials (AMAT) | 0.0 | $11k | 334.00 | 32.93 |
|
|
| C.H. Robinson Worldwide (CHRW) | 0.0 | $8.0k | 96.00 | 83.33 |
|
|
| Paccar (PCAR) | 0.0 | $9.0k | 146.00 | 61.64 |
|
|
| Roper Industries (ROP) | 0.0 | $9.0k | 35.00 | 257.14 |
|
|
| Marathon Oil Corporation (MRO) | 0.0 | $13k | 886.00 | 14.67 |
|
|
| Wynn Resorts (WYNN) | 0.0 | $8.0k | 84.00 | 95.24 |
|
|
| Ventas (VTR) | 0.0 | $7.0k | 121.00 | 57.85 |
|
Past Filings by Clarfeld Financial Advisors
SEC 13F filings are viewable for Clarfeld Financial Advisors going back to 2018
- Clarfeld Financial Advisors 2018 Q4 filed Feb. 15, 2019