Clarfeld Financial Advisors

Latest statistics and disclosures from Clarfeld Financial Advisors's latest quarterly 13F-HR filing:

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Positions held by Clarfeld Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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.

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 (LH) 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
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Texas Instruments Incorporated (TXN) 0.0 $14k 151.00 92.72
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Agilent Technologies Inc C ommon (A) 0.0 $7.0k 100.00 70.00
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Biogen Idec (BIIB) 0.0 $16k 53.00 301.89
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Exelon Corporation (EXC) 0.0 $8.0k 177.00 45.20
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Williams Companies (WMB) 0.0 $8.0k 373.00 21.45
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TJX Companies (TJX) 0.0 $15k 340.00 44.12
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Accenture (ACN) 0.0 $7.0k 47.00 148.94
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EOG Resources (EOG) 0.0 $9.0k 97.00 92.78
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General Dynamics Corporation (GD) 0.0 $8.0k 51.00 156.86
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Marriott International (MAR) 0.0 $12k 109.00 110.09
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Clorox Company (CLX) 0.0 $7.0k 46.00 152.17
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Prudential Financial (PRU) 0.0 $10k 121.00 82.64
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Dollar Tree (DLTR) 0.0 $8.0k 86.00 93.02
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AutoZone (AZO) 0.0 $10k 12.00 833.33
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Omni (OMC) 0.0 $9.0k 120.00 75.00
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Fiserv (FI) 0.0 $13k 182.00 71.43
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PPL Corporation (PPL) 0.0 $9.0k 312.00 28.85
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Public Service Enterprise (PEG) 0.0 $7.0k 133.00 52.63
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Applied Materials (AMAT) 0.0 $11k 334.00 32.93
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C.H. Robinson Worldwide (CHRW) 0.0 $8.0k 96.00 83.33
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Paccar (PCAR) 0.0 $9.0k 146.00 61.64
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Roper Industries (ROP) 0.0 $9.0k 35.00 257.14
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Marathon Oil Corporation (MRO) 0.0 $13k 886.00 14.67
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Wynn Resorts (WYNN) 0.0 $8.0k 84.00 95.24
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Ventas (VTR) 0.0 $7.0k 121.00 57.85
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Past Filings by Clarfeld Financial Advisors

SEC 13F filings are viewable for Clarfeld Financial Advisors going back to 2018