CT Financial Advisors

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for CT Financial Advisors

CT Financial Advisors holds 655 positions in its portfolio as reported in the March 2017 quarterly 13F filing

CT Financial Advisors has 655 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
3M Company (MMM) 4.5 $7.3M 38k 191.33
 View chart
iShares Lehman Aggregate Bond (AGG) 2.7 $4.5M +3% 41k 108.49
 View chart
Vanguard FTSE All-World ex-US ETF (VEU) 2.6 $4.2M +19% 87k 47.83
 View chart
Dfa Commodity Strategy Port (DCMSX) 2.4 $4.0M -29% 672k 5.89
 View chart
Dfa Global Real Estate Securit (DFGEX) 2.3 $3.8M 356k 10.60
 View chart
Vanguard Short-Term Bond ETF (BSV) 2.1 $3.4M +8% 43k 79.72
 View chart
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 1.9 $3.1M +18% 30k 105.23
 View chart
Dfa Invt Dimension Grp Intl (DFIEX) 1.7 $2.8M 223k 12.52
 View chart
Dfa Us Core Equity 2 (DFQTX) 1.7 $2.7M 142k 19.31
 View chart
Intel Corporation (INTC) 1.7 $2.7M 75k 36.07
 View chart
Spdr S&p 500 Etf (SPY) 1.5 $2.4M -36% 10k 235.74
 View chart
iShares Brclys Intrdte Gov/Crt Bd (GVI) 1.5 $2.4M +6% 22k 110.20
 View chart
SPDR Gold Trust (GLD) 1.4 $2.2M 19k 118.72
 View chart
Europacific Growth Fd shs cl f-2 (AEPFX) 1.4 $2.2M 45k 49.17
 View chart
Nextera Energy (NEE) 1.4 $2.2M -2% 17k 128.37
 View chart
Vanguard Small-Cap ETF (VB) 1.4 $2.2M 17k 133.28
 View chart
Amgen (AMGN) 1.3 $2.2M 13k 164.07
 View chart
Vanguard REIT ETF (VNQ) 1.3 $2.1M 26k 82.59
 View chart
At&t (T) 1.3 $2.1M 51k 41.55
 View chart
Realty Income (O) 1.3 $2.1M -2% 35k 59.53
 View chart
iShares IBoxx $ Invest Grade Corp Bd (LQD) 1.3 $2.1M 18k 117.91
 View chart
Exxon Mobil Corporation (XOM) 1.3 $2.1M -16% 25k 82.01
 View chart
Dfa Inv. Dim. Micro (DFSCX) 1.2 $2.0M 98k 20.74
 View chart
Visa (V) 1.2 $1.9M -3% 22k 88.87
 View chart
Dfa Emerging Mkts Core Equity fund (DFCEX) 1.2 $1.9M 99k 19.73
 View chart
Vanguard Small-Cap Value ETF (VBR) 1.2 $1.9M +8% 16k 122.86
 View chart
Johnson & Johnson (JNJ) 1.1 $1.8M 15k 124.55
 View chart
Capital World Growth And Incom (WGIFX) 1.1 $1.8M 39k 46.83
 View chart
Seattle Genetics 1.0 $1.7M 26k 62.86
 View chart
Aspen Portfolio Strategy Instl mutual fund 1.0 $1.6M NEW 64k 24.54
 View chart
Schlumberger (SLB) 0.9 $1.5M 20k 78.10
 View chart
Dfa International Small Cap Va op end (DISVX) 0.9 $1.5M +3% 73k 20.49
 View chart
Incyte Corporation (INCY) 0.9 $1.4M +4% 11k 133.67
 View chart
Verizon Communications (VZ) 0.8 $1.4M -3% 28k 48.75
 View chart
Dfa Invt Dimensions Group In global fix incm (DFGBX) 0.8 $1.3M 120k 10.91
 View chart
Vanguard Emerging Markets ETF (VWO) 0.8 $1.3M +3% 33k 39.72
 View chart
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.8 $1.3M 12k 102.65
 View chart
Nucor Corporation (NUE) 0.8 $1.2M -2% 21k 59.72
 View chart
Chevron Corporation (CVX) 0.7 $1.2M -6% 11k 107.37
 View chart
Washington Real Estate Investment Trust (ELME) 0.7 $1.2M -2% 37k 31.28
 View chart
Vanguard Small-Cap Growth ETF (VBK) 0.7 $1.1M 7.7k 140.67
 View chart
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.7 $1.1M 13k 84.52
 View chart
General Electric Company 0.7 $1.1M 36k 29.80
 View chart
Smallcap World Fund F M utual fund (SMCFX) 0.7 $1.1M 21k 50.37
 View chart
Dominion Resources (D) 0.6 $932k -2% 12k 77.57
 View chart
Bank of America Corporation (BAC) 0.5 $832k 35k 23.59
 View chart
Texas Pacific Land Trust 0.5 $827k 3.0k 279.77
 View chart
Vanguard High Dividend Yield ETF (VYM) 0.5 $819k +40% 11k 77.65
 View chart
Vanguard Health Care ETF (VHT) 0.5 $832k +15% 6.0k 137.82
 View chart
iShares Russell 2000 Index (IWM) 0.5 $805k 5.9k 137.48
 View chart
Honeywell International (HON) 0.5 $778k 6.2k 124.87
 View chart
CVS Caremark Corporation (CVS) 0.5 $770k 9.8k 78.50
 View chart
Procter & Gamble Company (PG) 0.5 $736k 8.2k 89.85
 View chart
Vanguard Value ETF (VTV) 0.5 $730k 7.7k 95.37
 View chart
Alphabet Inc Class C cs (GOOG) 0.5 $736k 887.00 829.56
 View chart
BP (BP) 0.4 $717k +8% 21k 34.52
 View chart
Vanguard Short-term T mutual (VWSTX) 0.4 $708k 45k 15.77
 View chart
American Balanced Fd shs f-2 cl (AMBFX) 0.4 $712k 28k 25.74
 View chart
American Funds New equity (NFFFX) 0.4 $721k -10% 13k 56.77
 View chart
E.I. du Pont de Nemours & Company 0.4 $700k 8.7k 80.33
 View chart
Pfizer (PFE) 0.4 $681k 20k 34.21
 View chart
Cisco Systems (CSCO) 0.4 $687k -4% 20k 33.80
 View chart
Abbvie (ABBV) 0.4 $679k 10k 65.16
 View chart
Air Products & Chemicals (APD) 0.4 $667k 4.9k 135.29
 View chart
United Therapeutics Corporation (UTHR) 0.4 $669k +21% 4.9k 135.38
 View chart
Dfa Invt Dimensions Group In two yr global (DFGFX) 0.4 $672k 68k 9.95
 View chart
iShares S&P SmallCap 600 Index (IJR) 0.4 $649k +99% 9.4k 69.16
 View chart
Microsoft Corporation (MSFT) 0.4 $626k 9.5k 65.86
 View chart
Dow Chemical Company 0.4 $637k -6% 10k 63.54
 View chart
UnitedHealth (UNH) 0.4 $631k 3.8k 164.01
 View chart
Franklin Biotech Discovery Fund A non-fidelity mutual fund (FBDIX) 0.4 $636k 4.4k 146.28
 View chart
SYSCO Corporation (SYY) 0.4 $603k -7% 12k 51.92
 View chart
Pepsi (PEP) 0.4 $593k 5.3k 111.87
 View chart
Dimensional Global 60/40 C1 I (DGSIX) 0.4 $603k +27% 36k 16.79
 View chart
Vanguard Total Stock Market ETF (VTI) 0.4 $582k +5% 4.8k 121.33
 View chart
American Small Cap mutual (SMCWX) 0.4 $576k +11% 12k 49.86
 View chart
ACADIA Pharmaceuticals (ACAD) 0.3 $572k +23% 17k 34.38
 View chart
Paychex (PAYX) 0.3 $558k -4% 9.5k 58.90
 View chart
Vanguard Information Technology ETF (VGT) 0.3 $545k +46% 4.0k 135.64
 View chart
American Capital Wld Grth & In (CWGIX) 0.3 $545k +36% 12k 46.88
 View chart
American Mutual Fund Inc Cl F- (AMRFX) 0.3 $550k 14k 38.31
 View chart
Coca-Cola Company (KO) 0.3 $541k -3% 13k 42.44
 View chart
iShares S&P SmallCap 600 Growth (IJT) 0.3 $531k 3.5k 153.08
 View chart
iShares Russell Microcap Index (IWC) 0.3 $542k 6.3k 85.65
 View chart
Ltd Trm Tax Ex Bd F2 mutual fund (LTEFX) 0.3 $536k -26% 34k 15.64
 View chart
Fluor Corporation (FLR) 0.3 $516k 9.8k 52.62
 View chart
Dfa U.s. Small Cap Value Fund (DFSVX) 0.3 $520k 14k 36.87
 View chart
Novartis (NVS) 0.3 $501k 6.7k 74.27
 View chart
Fidelity Magellan Fund (FMAGX) 0.3 $483k 5.0k 97.22
 View chart
Lockheed Martin Corporation (LMT) 0.3 $468k 1.7k 267.63
 View chart
Vanguard Large-Cap ETF (VV) 0.3 $457k 4.2k 108.09
 View chart
Amazon (AMZN) 0.3 $441k 497.00 886.54
 View chart
Vanguard Health Care - Admiral (VGHAX) 0.3 $420k +2% 5.0k 83.83
 View chart
Celgene Corporation 0.2 $400k 3.2k 124.43
 View chart
Vanguard Total Bond Market ETF (BND) 0.2 $402k +30% 5.0k 81.09
 View chart
Vanguard Total World Stock Idx (VT) 0.2 $400k +4% 6.1k 65.22
 View chart
Alphabet Inc Class A cs (GOOGL) 0.2 $402k 474.00 847.80
 View chart
Emerson Electric (EMR) 0.2 $366k -2% 6.1k 59.86
 View chart
iShares MSCI EAFE Index Fund (EFA) 0.2 $372k 6.0k 62.29
 View chart
SPDR DJ Wilshire REIT (RWR) 0.2 $373k -4% 4.0k 92.27
 View chart
Bristol Myers Squibb (BMY) 0.2 $342k 6.3k 54.38
 View chart
PPL Corporation (PPL) 0.2 $348k 9.3k 37.39
 View chart
SCANA Corporation 0.2 $338k -5% 5.2k 65.35
 View chart
SPDR KBW Regional Banking (KRE) 0.2 $334k +11% 6.1k 54.61
 View chart
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.2 $344k +14% 6.5k 53.26
 View chart
Capital Income Bldr Inc shs cl f-2 (CAIFX) 0.2 $333k 5.6k 59.80
 View chart
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.2 $333k 5.7k 57.95
 View chart
Dfa U.s. Vector Equity Port Fd fund (DFVEX) 0.2 $345k 19k 17.92
 View chart
McDonald's Corporation (MCD) 0.2 $329k -5% 2.5k 129.61
 View chart
Vanguard Energy ETF (VDE) 0.2 $316k -11% 3.3k 96.72
 View chart
Fundamental Invs Inc cl f2 (FINFX) 0.2 $321k 5.5k 57.86
 View chart
Dfa Emerging Markets Value Fun op end (DFEVX) 0.2 $331k -10% 12k 27.35
 View chart
Dunkin' Brands Group 0.2 $316k +10% 5.8k 54.68
 View chart
Blackstone 0.2 $312k 11k 29.70
 View chart
J.M. Smucker Company (SJM) 0.2 $315k -31% 2.4k 131.07
 View chart
PowerShares DB Com Indx Trckng Fund 0.2 $303k -35% 20k 15.21
 View chart
Vanguard Short Term Corporate Bond ETF (VCSH) 0.2 $302k +429% 3.8k 79.74
 View chart
Dfa Selectively Hedged Global (DFSHX) 0.2 $306k 32k 9.56
 View chart
Loews Corporation (L) 0.2 $295k 6.3k 46.77
 View chart
Apple (AAPL) 0.2 $300k 2.1k 143.66
 View chart
International Business Machines (IBM) 0.2 $290k 1.7k 174.14
 View chart
Weyerhaeuser Company (WY) 0.2 $296k 8.7k 33.98
 View chart
Dimensional In Group Inc Glob (DGEIX) 0.2 $286k -9% 14k 20.52
 View chart
iShares Russell Midcap Value Index (IWS) 0.2 $280k 3.4k 82.98
 View chart
SPDR S&P Biotech (XBI) 0.2 $273k 3.9k 69.34
 View chart
Vanguard Mid-Cap Value ETF (VOE) 0.2 $277k 2.7k 101.92
 View chart
Dfa Real Estate Sec. (DFREX) 0.2 $282k 8.2k 34.60
 View chart
Merck & Co (MRK) 0.2 $260k -13% 4.1k 63.54
 View chart
Starbucks Corporation (SBUX) 0.2 $252k 4.3k 58.39
 View chart
Wynn Resorts (WYNN) 0.2 $258k +2% 2.3k 114.61
 View chart
iShares Dow Jones US Real Estate (IYR) 0.2 $259k 3.3k 78.49
 View chart
Vanguard Utilities ETF (VPU) 0.2 $263k +3% 2.3k 112.65
 View chart
Boeing Company (BA) 0.1 $248k 1.4k 176.86
 View chart
Biogen Idec (BIIB) 0.1 $251k 917.00 273.42
 View chart
Vanguard Dividend Appreciation ETF (VIG) 0.1 $238k 2.6k 89.92
 View chart
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $245k -2% 1.8k 138.65
 View chart
iShares S&P MidCap 400 Value Index (IJJ) 0.1 $246k 1.7k 148.48
 View chart
Vanguard Cap Oppor Fd Adm (VHCAX) 0.1 $239k 1.8k 134.72
 View chart
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.1 $249k 4.6k 54.13
 View chart
Frk Biotech Discv Advs mutual fund (FTDZX) 0.1 $239k 1.6k 149.20
 View chart
PNC Financial Services (PNC) 0.1 $223k +4% 1.9k 120.24
 View chart
GlaxoSmithKline 0.1 $228k 5.4k 42.16
 View chart
iShares S&P Global Energy Sector (IXC) 0.1 $230k 6.9k 33.20
 View chart
Ishares Inc core msci emkt (IEMG) 0.1 $222k 4.6k 47.79
 View chart
Dfa Inflation-protected Securi (DIPSX) 0.1 $226k 19k 11.82
 View chart
Dfa Intermediate Govt F/i Prtf Instl non-fidelity mutual fund (DFIGX) 0.1 $234k 19k 12.39
 View chart
Caterpillar (CAT) 0.1 $217k 2.3k 92.75
 View chart
ConocoPhillips (COP) 0.1 $219k 4.4k 49.87
 View chart
Vanguard Financials ETF (VFH) 0.1 $209k +40% 3.5k 60.48
 View chart
iShares Silver Trust (SLV) 0.1 $216k 13k 17.25
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $192k 2.2k 87.84
 View chart
Norfolk Southern (NSC) 0.1 $192k -41% 1.7k 111.97
 View chart
Stanley Black & Decker (SWK) 0.1 $200k 1.5k 132.87
 View chart
Genomic Health 0.1 $195k -5% 6.2k 31.49
 View chart
iShares Russell 2000 Value Index (IWN) 0.1 $192k 1.6k 118.13
 View chart
Vanguard Telecommunication Services ETF (VOX) 0.1 $196k +2% 2.1k 94.88
 View chart
Phillips 66 (PSX) 0.1 $196k 2.5k 79.22
 View chart
Facebook Inc cl a (META) 0.1 $202k +46% 1.4k 142.05
 View chart
Walt Disney Company (DIS) 0.1 $181k 1.6k 113.42
 View chart
American Europac Gwth Fd Cl A (AEPGX) 0.1 $172k +12% 3.5k 49.31
 View chart
Columbia Seligman Comm &-slmcx (SLMCX) 0.1 $180k 2.7k 67.37
 View chart
Dfa Asia Pacific Small Co Prtf Instl non-fidelity mutual fund (DFRSX) 0.1 $172k 7.9k 21.70
 View chart
Berkshire Hathaway (BRK.B) 0.1 $167k 1.0k 166.68
 View chart
Pan American Silver Corp Can (PAAS) 0.1 $166k 9.4k 17.52
 View chart
Dfa Intl Vector Equity Pt (DFVQX) 0.1 $160k 14k 11.68
 View chart
Duke Energy (DUK) 0.1 $167k 2.0k 82.01
 View chart
Ab Discovery Growth Class A non-fidelity mutual fund (CHCLX) 0.1 $164k 17k 9.55
 View chart
Infosys Technologies (INFY) 0.1 $145k NEW 9.1k 15.80
 View chart
Abbott Laboratories (ABT) 0.1 $140k 3.1k 44.41
 View chart
Philip Morris International (PM) 0.1 $141k 1.3k 112.90
 View chart
Stryker Corporation (SYK) 0.1 $153k 1.2k 131.65
 View chart
United Technologies Corporation 0.1 $154k 1.4k 112.21
 View chart
Exelon Corporation (EXC) 0.1 $149k 4.1k 35.98
 View chart
iShares MSCI Canada Index (EWC) 0.1 $148k 5.5k 26.88
 View chart
American Balanced (ABALX) 0.1 $139k 5.4k 25.76
 View chart
Amcap Fund Inc Cl F-2 (AMCFX) 0.1 $142k 4.9k 29.00
 View chart
Aim Counselor Ser Tr Inv Amer mutual (VAFAX) 0.1 $150k 8.3k 18.20
 View chart
U.S. Bancorp (USB) 0.1 $126k 2.4k 51.51
 View chart
iShares S&P 500 Index (IVV) 0.1 $124k -2% 522.00 237.41
 View chart
Apogee Enterprises (APOG) 0.1 $124k 2.1k 59.61
 View chart
iShares Russell 2000 Growth Index (IWO) 0.1 $122k 754.00 161.68
 View chart
Weingarten Realty Investors 0.1 $137k 4.1k 33.39
 View chart
Dfa Us L/c Value (DFLVX) 0.1 $136k 3.8k 36.17
 View chart
Ishares Core Intl Stock Etf core (IXUS) 0.1 $134k 2.5k 54.75
 View chart
Comcast Corporation (CMCSA) 0.1 $109k +109% 2.9k 37.59
 View chart
CSX Corporation (CSX) 0.1 $112k 2.4k 46.55
 View chart
Home Depot (HD) 0.1 $111k 758.00 146.83
 View chart
General Mills (GIS) 0.1 $118k 2.0k 59.01
 View chart
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.1 $106k -5% 1.0k 105.63
 View chart
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 0.1 $116k 1.8k 62.93
 View chart
iShares Morningstar Small Core Idx (ISCB) 0.1 $106k 662.00 159.45
 View chart
Dfa Emerging Markets Small Cap op end (DEMSX) 0.1 $117k -10% 5.5k 21.30
 View chart
Dfa Intl. Value Port. (DFIVX) 0.1 $106k 6.0k 17.70
 View chart
Vanguard Small Cap Index-adm fund (VSMAX) 0.1 $112k 1.8k 63.87
 View chart
Dfa Short Term Government Port non-fidelity mutual fund (DFFGX) 0.1 $119k 11k 10.61
 View chart
Dimensional Global All 25/75 Prtf Instl mutual fund (DGTSX) 0.1 $109k 8.3k 13.11
 View chart
Liberty Media Corp Delaware Com C Siriusxm 0.1 $117k 3.0k 38.78
 View chart
Vaneck Vectors Etf Tr mtg reit income (MORT) 0.1 $121k 5.0k 24.03
 View chart
Northrop Grumman Corporation (NOC) 0.1 $99k 417.00 237.86
 View chart
Clorox Company (CLX) 0.1 $103k 766.00 134.83
 View chart
Fiserv (FI) 0.1 $92k -23% 800.00 115.31
 View chart
iShares Russell Midcap Index Fund (IWR) 0.1 $103k 548.00 187.24
 View chart
Vanguard Europe Pacific ETF (VEA) 0.1 $100k 2.5k 39.29
 View chart
Utilities SPDR (XLU) 0.1 $89k 1.7k 51.32
 View chart
Vanguard Mid-Cap ETF (VO) 0.1 $95k 678.00 139.34
 View chart
SPDR Barclays Capital High Yield B 0.1 $102k 2.8k 36.93
 View chart
SPDR DJ Wilshire Small Cap Growth (SLYG) 0.1 $105k 495.00 212.51
 View chart
Inc. American Mutual Fund equity (AMRMX) 0.1 $95k 2.5k 38.33
 View chart
Ishares Tr fltg rate nt (FLOT) 0.1 $91k 1.8k 50.87
 View chart
American Funds New equity (ANWFX) 0.1 $92k 2.4k 38.59
 View chart
Bloomin Brands (BLMN) 0.1 $91k NEW 4.6k 19.73
 View chart
Dfa Investment Grade Portfolio Instl non-fidelity mutual fund (DFAPX) 0.1 $98k 9.1k 10.75
 View chart
Eli Lilly & Co. (LLY) 0.1 $82k 975.00 84.11
 View chart
Wells Fargo & Company (WFC) 0.1 $74k 1.3k 55.66
 View chart
Altria (MO) 0.1 $86k 1.2k 71.42
 View chart
Halliburton Company (HAL) 0.1 $81k 1.7k 49.21
 View chart
Gilead Sciences (GILD) 0.1 $87k -32% 1.3k 67.90
 View chart
Oracle Corporation (ORCL) 0.1 $81k 1.8k 44.61
 View chart
Guess? (GES) 0.1 $81k -40% 7.2k 11.15
 View chart
Ingersoll-rand Co Ltd-cl A 0.1 $73k 900.00 81.32
 View chart
WSFS Financial Corporation (WSFS) 0.1 $81k 1.8k 45.95
 View chart
iShares Dow Jones Select Dividend (DVY) 0.1 $84k 924.00 91.07
 View chart
Vanguard Mun Bd Fd Inc Intr Te mutual funds (VWIUX) 0.1 $85k 6.1k 13.99
 View chart
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.1 $77k 1.3k 60.15
 View chart
Vanguard Consumer Staples ETF (VDC) 0.1 $75k +16% 530.00 140.70
 View chart
VANGUARD INTL EQUITY Index Fd mf (VEIEX) 0.1 $77k 3.1k 25.10
 View chart
Vanguard Fixed Income Secs (VWEHX) 0.1 $88k 15k 5.88
 View chart
Dfa International Real Estate mf (DFITX) 0.1 $75k 15k 4.90
 View chart
Vanguard Mun Bd Fd Inc high yld portf (VWAHX) 0.1 $80k 7.2k 11.09
 View chart
Fortune Brands (FBIN) 0.1 $77k 1.3k 60.85
 View chart
Liberty Global Inc C 0.1 $81k 2.3k 35.04
 View chart
Vanguard mutual funds-eq (VMVAX) 0.1 $76k 1.4k 52.80
 View chart
American Century Small Company Inv mutual fund (ASQIX) 0.1 $86k 5.7k 15.01
 View chart
Versum Matls 0.1 $75k 2.5k 30.60
 View chart
Tractor Supply Company (TSCO) 0.0 $64k 930.00 68.97
 View chart
Newmont Mining Corporation (NEM) 0.0 $57k 1.7k 32.96
 View chart
Occidental Petroleum Corporation (OXY) 0.0 $70k 1.1k 63.36
 View chart
Royal Dutch Shell 0.0 $70k 1.3k 52.73
 View chart
Illinois Tool Works (ITW) 0.0 $59k 448.00 132.47
 View chart
Omni (OMC) 0.0 $69k 800.00 86.21
 View chart
Trinity Industries (TRN) 0.0 $64k 2.4k 26.55
 View chart
Skyworks Solutions (SWKS) 0.0 $60k 616.00 97.98
 View chart
Aqua America 0.0 $60k 1.9k 32.15
 View chart
Rockwell Automation (ROK) 0.0 $62k 400.00 155.71
 View chart
Ametek (AME) 0.0 $58k 1.1k 54.08
 View chart
Central Fd Cda Ltd cl a 0.0 $61k 4.7k 12.86
 View chart
iShares S&P MidCap 400 Index (IJH) 0.0 $71k 415.00 171.26
 View chart
iShares Dow Jones US Basic Mater. (IYM) 0.0 $68k 761.00 89.12
 View chart
Vanguard Consumer Discretionary ETF (VCR) 0.0 $60k +7% 435.00 138.42
 View chart
Vanguard Materials ETF (VAW) 0.0 $59k -4% 492.00 118.97
 View chart

Past Filings by CT Financial Advisors

SEC 13F filings are viewable for CT Financial Advisors going back to 2014