Engrave Wealth Partners

Latest statistics and disclosures from Engrave Wealth Partners's latest quarterly 13F-HR filing:

Portfolio Holdings for Engrave Wealth Partners

Companies in the Engrave Wealth Partners portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Direxion Nasdaq-100 Equal Weighted Index Shares Etf (QQQE) 11.73 221.53k +14% 59.51
Invesco S&p 500 Top 50 Etf Etf (XLG) 11.53 54.44k +12% 237.90
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 9.35 211.39k +23% 49.68
Exxon Mobil Corp Stock (XOM) 6.80 170.94k +50% 44.72
Ishares Edge Msci Usa Momentum Factor Etf Etf (MTUM) 5.92 50.74k +12% 131.00
Janus Henderson Short Duration Income Etf Etf (VNLA) 4.35 97.31k +12% 50.25
Vanguard Information Technology Index Fund Etf (VGT) 3.26 13.13k +15% 278.68
Invesco Ultra Short Duration Etf Etf (GSY) 3.01 67.14k +13% 50.43
Johnson & Johnson Stock (JNJ) 2.95 23.61k 140.59
Invesco Dwa Healthcare Momentum Etf Etf (PTH) 2.78 25.55k NEW 122.21
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 2.62 23.02k +13% 127.69
Fidelity Msci Communication Services Index Etf Etf (FCOM) 2.25 71.48k +142862% 35.31
Apple Stock (AAPL) 2.15 6.63k 364.80
Ishares Russell 1000 Growth Etf Etf (IWF) 1.67 9.76k -3% 191.89
Nvidia Corporation Stock (NVDA) 1.54 4.57k +2171% 379.85
Newmont Corp Stock (NEM) 1.39 25.30k NEW 61.71
Regeneron Pharmaceuticals Stock (REGN) 1.36 2.46k NEW 623.63
Vertex Pharmaceuticals Stock (VRTX) 1.34 5.19k NEW 290.29
Microsoft Corp Stock (MSFT) 1.30 7.17k +2% 203.49
Fortinet Stock (FTNT) 1.25 10.23k +44373% 137.26
Advanced Micro Devices Stock (AMD) 1.18 25.26k NEW 52.58
Marketaxess Hldgs Stock (MKTX) 1.03 2.31k NEW 500.65
Chevron Corp Stock (CVX) 0.91 11.48k 89.17
Vanguard Total Stock Market Index Fund Etf (VTI) 0.74 5.29k 156.49
Ishares Russell 1000 Value Etf Etf (IWD) 0.73 7.25k -2% 112.52
Amazon Stock (AMZN) 0.63 255 +5% 2756.86
Csx Corp Stock (CSX) 0.61 9.88k 69.72
Northrop Grumman Corp Stock (NOC) 0.60 2.20k 307.27
Spdr S&p 500 Etf Etf (SPY) 0.59 2.17k -93% 308.26
Union Pac Corp Stock (UNP) 0.49 3.29k 168.89
First Trust Managed Municipal Etf Etf (FMB) 0.47 9.66k 54.95
Sun Life Financial Stock (SLF) 0.38 11.61k 36.69
Jpmorgan Chase & Co Stock (JPM) 0.36 4.27k 93.87
Intel Corp Stock (INTC) 0.27 5.16k 59.67
Visa Inc Com Cl A Stock (V) 0.27 1.55k 193.15
Ishares Russell Mid-cap Etf Etf (IWR) 0.27 5.57k 53.52
Invesco Dwa Momentum Etf Etf (PDP) 0.25 4.15k 67.20
Home Depot Stock (HD) 0.25 1.11k -2% 249.77
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.24 1.51k 178.26
International Business Machs Stock (IBM) 0.22 2.09k -6% 120.33
Cisco Sys Stock (CSCO) 0.22 5.36k 46.61
Allegiance Bancshares Stock (ABTX) 0.22 9.72k 25.30
Ishares Select Dividend Etf Etf (DVY) 0.21 2.88k +271% 80.53
Abbott Labs Stock (ABT) 0.20 2.47k 91.06
At&t Stock (T) 0.20 7.38k +4% 30.21
Honeywell Intl Stock (HON) 0.19 1.50k -3% 144.19
Ishares S&p Midcap Fund Etf (IJH) 0.19 1.22k 177.63
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.19 2.12k 101.56
Walmart Stock (WMT) 0.18 1.68k +31% 119.64
Bristol-myers Squibb Stock (BMY) 0.18 3.37k 58.70
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.18 140 1414.29
Mcdonalds Corp Stock (MCD) 0.17 1.04k 183.65
Nextera Energy Stock (NEE) 0.16 768 -14% 239.58
First Trust Enhanced Short Maturity Etf Etf (FTSM) 0.16 3.06k 59.82
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT) 0.16 1.09k 166.97
Spdr S&p Dividend Etf Etf (SDY) 0.15 1.83k +94% 90.81
Crown Castle Intl Corp Reit (CCI) 0.14 960 +3% 166.67
Amgen Stock (AMGN) 0.14 676 +7% 235.21
Comcast Corp New Cl A Stock (CMCSA) 0.14 4.03k +4% 38.74
Pepsico Stock (PEP) 0.14 1.16k 132.24
Credit Suisse Fi Large Cap Growth Enhanced Etn Etf (FLGE) 0.13 411 355.23
Verizon Communications Stock (VZ) 0.12 2.52k 54.83
Adobe Stock (ADBE) 0.12 299 +18% 434.78
Astrazeneca Adr (AZN) 0.11 2.40k 52.54
Raytheon Technologies Corp Stock (RTX) 0.11 1.98k +278% 61.52
Dominion Energy Stock (D) 0.11 1.49k +6% 80.65
Lowes Cos Stock (LOW) 0.10 864 134.26
Eaton Vance Tx Mgd Div Eq Incm Cef (ETY) 0.10 10.75k 10.70
Aflac Stock (AFL) 0.10 3.16k 35.75
Coca Cola Stock (KO) 0.10 2.51k -2% 44.57
First Trust Health Care Alphadex Fund Etf (FXH) 0.10 1.23k 89.43
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.10 1.62k -14% 67.28
American Express Stock (AXP) 0.10 1.15k +8% 94.95
Procter And Gamble Stock (PG) 0.10 900 118.89
Pfizer Stock (PFE) 0.10 3.28k -11% 32.61
Cal Maine Foods Stock (CALM) 0.10 2.42k 44.31
Invesco Total Return Bond Etf Etf (GTO) 0.09 1.81k 57.03
Facebook Inc Cl A Stock (FB) 0.08 402 -40% 226.37
Linde Stock (LIN) 0.08 423 210.40
Disney Walt Co Com Disney Stock (DIS) 0.08 798 +7% 111.53
Dupont De Nemours Stock (DD) 0.08 1.66k 52.57
Dell Technologies Inc Cl C Stock (DELL) 0.08 1.58k 54.50
Tesla Stock (TSLA) 0.08 80 1075.00
KBR Stock (KBR) 0.07 3.49k 22.37
Unitedhealth Group Stock (UNH) 0.07 266 +20% 293.23
Lilly Eli & Co Stock (LLY) 0.07 464 163.79
Oracle Corp Stock (ORCL) 0.07 1.34k 55.06
Eaton Corp Stock (ETN) 0.06 836 87.32
Blackstone Group Inc Com Cl A Stock (BX) 0.06 1.30k 56.15
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.06 51 +15% 1411.76
United Parcel Service Inc Cl B Stock (UPS) 0.06 642 +14% 110.59
Ishares Russell 2000 Etf Etf (IWM) 0.06 492 142.28
Merck & Co Stock (MRK) 0.06 873 76.75
Southwest Airls Stock (LUV) 0.06 1.89k 33.92
Salesforce Stock (CRM) 0.06 345 +44% 185.51
Sailpoint Technlgies Hldgs Stock (SAIL) 0.06 2.41k 26.10
Chubb Stock (CB) 0.06 505 124.75
Texas Instrs Stock (TXN) 0.06 502 +8% 125.50
Abbvie Stock (ABBV) 0.06 648 97.22
Dow Stock (DOW) 0.05 1.51k 40.48
Huntington Ingalls Inds Stock (HII) 0.05 350 174.29
Conocophillips Stock (COP) 0.05 1.46k 41.87
Thermo Fisher Scientific Stock (TMO) 0.05 162 +20% 358.02
Alibaba Group Hldg Adr (BABA) 0.05 270 +23% 214.81
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.05 1.29k -40% 44.89
Enbridge Stock (ENB) 0.05 1.87k 30.42
Bk Of America Corp Stock (BAC) 0.05 2.37k 23.59
Paypal Hldgs Stock (PYPL) 0.05 327 +15% 171.25
Fastly Inc Cl A Stock (FSLY) 0.05 655 +227% 83.97
Sempra Energy Stock (SRE) 0.05 462 116.88
Colgate Palmolive Stock (CL) 0.05 744 72.58
Deere & Co Stock (DE) 0.05 325 156.92
Schwab Us Dividend Equity Etf Etf (SCHD) 0.04 977 +252% 51.18
Medtronic Stock (MDT) 0.04 524 +4% 91.60
Zoom Video Communications Inc Cl A Stock (ZM) 0.04 187 +87% 251.34
Goldman Sachs Group Stock (GS) 0.04 235 195.74
The Trade Desk Inc Com Cl A Stock (TTD) 0.04 115 +130% 400.00
Shopify Inc Cl A Stock (SHOP) 0.04 49 +96% 938.78
American Finl Group Inc Ohio Stock (AFG) 0.04 732 62.84
America Movil Sab De Cv Spon Adr L Adr (AMX) 0.04 3.61k NEW 12.47
Costco Whsl Corp Stock (COST) 0.04 151 +18% 298.01
Edison Intl Stock (EIX) 0.04 844 53.32
D R Horton Stock (DHI) 0.04 800 55.00
Corteva Stock (CTVA) 0.04 1.66k 26.59
Ishares Core S&p 500 Etf Etf (IVV) 0.04 141 +252% 304.96
Novartis Adr (NVS) 0.04 492 85.37
Twilio Inc Cl A Stock (TWLO) 0.04 192 +174% 218.75
Zoetis Inc Cl A Stock (ZTS) 0.04 302 +32% 135.76
Accenture Plc Ireland Shs Class A Stock (ACN) 0.04 193 212.44
Applied Matls Stock (AMAT) 0.04 675 -3% 59.26
Invesco S&p 500 Revenue Etf Etf (RWL) 0.03 750 50.67
Paycom Software Stock (PAYC) 0.03 125 +31% 304.00
Target Corp Stock (TGT) 0.03 313 118.21
Eog Res Stock (EOG) 0.03 738 -2% 50.14
Entergy Corp Stock (ETR) 0.03 390 92.31
Fidelity Natl Information Svcs Stock (FIS) 0.03 267 +21% 131.09
Travelers Companies Stock (TRV) 0.03 300 113.33
Carvana Co Cl A Stock (CVNA) 0.03 285 119.30
Phillips 66 Stock (PSX) 0.03 465 70.97
Hewlett Packard Enterprise Stock (HPE) 0.03 3.49k +336% 9.46
Walgreens Boots Alliance Stock (WBA) 0.03 778 41.13
Ubs Ag Fi Enhanced Europe 50 Etn Etf (FIEE) 0.03 259 123.55
Starbucks Corp Stock (SBUX) 0.03 439 72.89
Toyota Motor Corp Sp Adr Rep2com Adr (TM) 0.03 250 124.00
Netflix Stock (NFLX) 0.03 66 +65% 454.55
Republic Svcs Stock (RSG) 0.03 377 79.58
Invesco S&p Midcap 400 Revenue Etf Etf (RWK) 0.03 600 50.00
Mercadolibre Stock (MELI) 0.03 31 +121% 967.74
Ishares China Large-cap Etf Etf (FXI) 0.03 750 38.67
Essential Utils Stock (WTRG) 0.03 698 41.55
3M Stock (MMM) 0.03 189 153.44
Palo Alto Networks Stock (PANW) 0.02 123 +35% 227.64
Ameren Corp Stock (AEE) 0.02 400 70.00
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ) 0.02 525 53.33
Altria Group Stock (MO) 0.02 734 38.15
Southern Stock (SO) 0.02 507 51.28
Mondelez Intl Inc Cl A Stock (MDLZ) 0.02 514 50.58
American Elec Pwr Stock (AEP) 0.02 332 78.31
Datadog Inc Cl A Stock (DDOG) 0.02 309 +209% 84.14
Scotts Miracle Gro Co Cl A Stock (SMG) 0.02 200 130.00
Mastercard Incorporated Cl A Stock (MA) 0.02 87 287.36
Arista Networks Stock (ANET) 0.02 115 +53% 208.70
Fresenius Med Care Ag&co Kgaa Adr (FMS) 0.02 560 42.86
Ennis Stock (EBF) 0.02 1.38k 17.45
Dollar Gen Corp Stock (DG) 0.02 122 -11% 188.52
Lamb Weston Hldgs Stock (LW) 0.02 373 61.66
Capital One Finl Corp Stock (COF) 0.02 382 60.21
Novo-nordisk A S Adr (NVO) 0.02 356 64.61
Vanguard Real Estate Etf Etf (VNQ) 0.02 287 76.66
Kansas City Southern Stock (KSU) 0.02 150 146.67
Rio Tinto Adr (RIO) 0.02 400 55.00
Equinix Reit (EQIX) 0.02 32 +33% 687.50
HP Stock (HPQ) 0.02 1.30k +63% 16.86
Zscaler Stock (ZS) 0.02 200 +100% 105.00
Blackrock Stock (BLK) 0.02 39 538.46
Caterpillar Inc Del Stock (CAT) 0.02 172 -6% 122.09
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.02 124 169.35
Duke Energy Corp Stock (DUK) 0.02 254 78.74
Comerica Stock (CMA) 0.02 532 37.59
Alteryx Inc Com Cl A Stock (AYX) 0.02 125 +56% 160.00
Grainger W W Stock (GWW) 0.02 65 +35% 307.69
Cvs Health Corp Stock (CVS) 0.02 310 64.52
Cognizant Technology Solutions Cl A Stock (CTSH) 0.02 355 56.34
Ulta Beauty Stock (ULTA) 0.02 94 +88% 202.13
Electronic Arts Stock (EA) 0.02 146 +13% 130.14
Lam Research Corp Stock (LRCX) 0.02 60 316.67
Lockheed Martin Corp Stock (LMT) 0.02 53 358.49
Splunk Stock (SPLK) 0.02 100 +69% 190.00
Wix Stock (WIX) 0.02 78 +116% 243.59
Etsy Stock (ETSY) 0.02 183 +128% 103.83
Qualcomm Stock (QCOM) 0.02 205 +56% 87.80
Idexx Labs Stock (IDXX) 0.02 56 +69% 321.43
Technology Select Sector Spdr Fund Etf (XLK) 0.02 178 101.12
Nike Inc Cl B Stock (NKE) 0.02 185 97.30
Broadcom Stock (AVGO) 0.02 60 300.00
Ihs Markit Stock (INFO) 0.02 227 +33% 74.89
Realty Income Corp Reit (O) 0.02 288 59.03
Kla Corp Stock (KLAC) 0.02 90 188.89
Trane Technologies Stock (TT) 0.02 199 85.43
Financial Select Sector Spdr Fund Etf (XLF) 0.01 694 -87% 23.05
Us Bancorp Del Stock (USB) 0.01 450 35.56
Biogen Stock (BIIB) 0.01 60 266.67
Sherwin Williams Stock (SHW) 0.01 29 551.72
Prologis Reit (PLD) 0.01 178 89.89
Ford Mtr Co Del Stock (F) 0.01 2.72k 5.88
Automatic Data Processing Stock (ADP) 0.01 103 145.63
Dominos Pizza Stock (DPZ) 0.01 41 -8% 365.85
Intercontinental Exchange Stock (ICE) 0.01 173 +20% 86.71
Atmos Energy Corp Stock (ATO) 0.01 158 NEW 94.94
Autodesk Stock (ADSK) 0.01 66 +73% 227.27
Becton Dickinson & Co Stock (BDX) 0.01 66 227.27
Analog Devices Stock (ADI) 0.01 124 120.97
Expeditors Intl Wash Stock (EXPD) 0.01 206 72.82
Cullen Frost Bankers Stock (CFR) 0.01 213 70.42
Omnicom Group Stock (OMC) 0.01 270 51.85
First Tr Inter Dur Pfd & In Cef (FPF) 0.01 668 20.96
Zillow Group Inc Cl A Stock (ZG) 0.01 245 +63% 57.14
Ishares Nasdaq Biotechnology Index Fund Etf (IBB) 0.01 105 133.33
Enterprise Prods Partners Stock (EPD) 0.01 780 17.95
Blackstone Mtg Tr Inc Com Cl A Reit (BXMT) 0.01 600 23.33
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh Stock (BAM) 0.01 403 +49% 32.26
First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.01 418 31.10
Fiverr Intl Ltd Ord Stock (FVRR) 0.01 183 NEW 71.04
Akamai Technologies Stock (AKAM) 0.01 130 +78% 100.00
Spirit Rlty Cap Reit (SRC) 0.01 400 32.50
Transdigm Group Stock (TDG) 0.01 31 +24% 419.35
Otis Worldwide Corp Stock (OTIS) 0.01 239 NEW 54.39
Wells Fargo Stock (WFC) 0.01 513 25.34
Packaging Corp Amer Stock (PKG) 0.01 121 99.17
Teladoc Health Stock (TDOC) 0.01 66 +120% 181.82
Avalara Stock (AVLR) 0.01 95 +171% 126.32
Hubspot Stock (HUBS) 0.01 54 +170% 222.22
Advance Auto Parts Stock (AAP) 0.01 91 +85% 131.87
Store Cap Corp Reit (STOR) 0.01 540 22.22
Targa Res Corp Stock (TRGP) 0.01 558 19.71
Mgm Resorts International Stock (MGM) 0.01 700 15.71
Monster Beverage Corp Stock (MNST) 0.01 170 +91% 64.71
Ecolab Stock (ECL) 0.01 56 +86% 196.43
Sba Communications Corp New Cl A Reit (SBAC) 0.01 37 -26% 297.30
Zimmer Biomet Holdings Stock (ZBH) 0.01 100 110.00
Globant S A Stock (GLOB) 0.01 80 +220% 137.50
Vmware Inc Cl A Stock (VMW) 0.01 76 +94% 144.74
Ross Stores Stock (ROST) 0.01 140 -4% 78.57
Energy Transfer Lp Com Ut Ltd Ptn Stock (ET) 0.01 1.48k 6.77
Alexion Pharmaceuticals Stock (ALXN) 0.01 92 +80% 108.70
Redfin Corp Stock (RDFN) 0.01 255 NEW 39.22
Chemours Stock (CC) 0.01 705 14.18
Carrier Global Corporation Stock (CARR) 0.01 478 NEW 20.92
Sap Se Spon Adr (SAP) 0.01 78 128.21
Carmax Stock (KMX) 0.01 121 +4% 82.64
Uber Technologies Stock (UBER) 0.01 325 +88% 30.77
Xerox Holdings Corp Stock (XRX) 0.01 616 14.61
Biomarin Pharmaceutical Stock (BMRN) 0.01 76 +72% 118.42
Moodys Corp Stock (MCO) 0.01 35 +133% 257.14
Allstate Corp Stock (ALL) 0.01 100 90.00
Royal Dutch Shell Plc Spon Adr B Adr (RDS.B) 0.01 300 30.00
Lauder Estee Cos Inc Cl A Stock (EL) 0.01 50 180.00
Veeva Sys Inc Cl A Stock (VEEV) 0.01 40 +166% 225.00
Oreilly Automotive Stock (ORLY) 0.01 22 -15% 409.09
Gartner Stock (IT) 0.01 77 +11% 116.88
American Wtr Wks Stock (AWK) 0.01 70 128.57
United Rentals Stock (URI) 0.01 65 138.46
Kkr & Co Stock (KKR) 0.01 288 27.78
Copart Stock (CPRT) 0.01 98 +5% 81.63
Aptiv Stock (APTV) 0.01 108 +83% 74.07
Black Knight Stock (BKI) 0.01 119 -5% 67.23
Vanguard Value Index Fund Etf (VTV) 0.01 88 -75% 90.91
Okta Inc Cl A Stock (OKTA) 0.01 42 NEW 190.48
Markel Corp Stock (MKL) 0.01 9 888.89
Royal Dutch Shell Plc Spons Adr A Adr (RDS.A) 0.01 250 NEW 32.00
American Tower Corp Reit (AMT) 0.01 32 250.00
Anthem Stock (ANTM) 0.01 32 -21% 250.00
Vulcan Matls Stock (VMC) 0.01 77 +4% 103.90
Intuitive Surgical Stock (ISRG) 0.01 15 533.33
United Therapeutics Corp Del Stock (UTHR) 0.01 73 109.59
Nutanix Inc Cl A Stock (NTNX) 0.01 365 +98% 21.92
Geo Group Reit (GEO) 0.01 710 11.27
Alcon Ag Ord Stock (ALC) 0.01 142 +195% 56.34
Compugen Ltd Ord Stock (CGEN) 0.01 590 +96% 13.56
Monmouth Real Estate Invt Corp Cl A Reit (MNR) 0.01 600 13.33
Glaxosmithkline Adr (GSK) 0.01 172 40.70
Chimera Invt Corp Reit (CIM) 0.01 729 9.60
Verisign Stock (VRSN) 0.01 34 205.88
Ishares Core Msci Eafe Etf Etf (IEFA) 0.01 136 51.47
Hartford Finl Svcs Group Stock (HIG) 0.01 200 35.00
Waste Mgmt Inc Del Stock (WM) 0.01 70 100.00
Public Storage Reit (PSA) 0.01 40 175.00
Boeing Stock (BA) 0.01 40 175.00
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.01 30 NEW 233.33
Guardant Health Stock (GH) 0.01 95 +35% 73.68
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.01 62 +31% 112.90
Square Inc Cl A Stock (SQ) 0.01 75 +400% 93.33
Centerpoint Energy Stock (CNP) 0.01 428 16.36
General Electric Stock (GE) 0.01 901 6.66
Restaurant Brands Intl Stock (QSR) 0.01 111 -15% 54.05
Philip Morris Intl Stock (PM) 0.01 99 60.61
Newtek Business Svcs Corp Cef (NEWT) 0.01 331 18.13
Danaher Corporation Stock (DHR) 0.01 35 171.43
Docusign Stock (DOCU) 0.01 35 NEW 171.43
Ansys Stock (ANSS) 0.01 23 260.87
Cme Group Stock (CME) 0.01 43 139.53
Roper Technologies Stock (ROP) 0.01 17 352.94
Costar Group Stock (CSGP) 0.01 9 +80% 666.67
Credit Accep Corp Mich Stock (CACC) 0.01 15 +36% 400.00
Dexcom Stock (DXCM) 0.01 16 +128% 375.00
Danaher Corporation 0 Percent 01/22/2021 Convertible 0.01 1.00k 6.00
Appian Corp Cl A Stock (APPN) 0.01 125 +25% 48.00
Mongodb Inc Cl A Stock (MDB) 0.01 30 +20% 200.00
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.01 60 NEW 100.00
Avalonbay Cmntys Reit (AVB) 0.01 45 133.33
Anheuser Busch Inbev Sa Adr (BUD) 0.01 134 +78% 44.78
Hilton Worldwide Hldgs Stock (HLT) 0.01 93 +5% 64.52
Cbre Group Inc Cl A Stock (CBRE) 0.01 137 43.80
Prudential Finl Stock (PRU) 0.01 102 58.82
C H Robinson Worldwide Stock (CHRW) 0.01 86 +126% 69.77
Schwab Charles Corp Stock (SCHW) 0.01 180 -30% 33.33
Lumentum Hldgs Stock (LITE) 0.00 70 +133% 71.43
Pagerduty Stock (PD) 0.00 190 NEW 26.32
Transunion Stock (TRU) 0.00 66 -8% 75.76
Intuit Stock (INTU) 0.00 19 +26% 263.16
Taiwan Semiconductor Mfg Adr (TSM) 0.00 100 NEW 50.00
Align Technology Stock (ALGN) 0.00 20 250.00
Solaredge Technologies Stock (SEDG) 0.00 40 +60% 125.00
Spotify Technology S A Stock (SPOT) 0.00 20 250.00
Old Rep Intl Corp Stock (ORI) 0.00 328 15.24
Microchip Technology Stock (MCHP) 0.00 52 96.15
Zynga Inc Cl A Stock (ZNGA) 0.00 600 +50% 8.33
Brown & Brown Stock (BRO) 0.00 116 -7% 34.48
Cognex Corp Stock (CGNX) 0.00 70 +12% 57.14
Fidelity National Financial In Fnf Group Stock (FNF) 0.00 137 29.20
Constellation Brands Inc Cl A Stock (STZ) 0.00 26 153.85
Yum Brands Stock (YUM) 0.00 47 85.11
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.00 167 23.95
Marsh & Mclennan Cos Stock (MMC) 0.00 44 NEW 90.91
Humana Stock (HUM) 0.00 11 363.64
Guidewire Software Stock (GWRE) 0.00 44 +69% 90.91
Mettler Toledo International Stock (MTD) 0.00 6 666.67
Ishares Edge Msci Usa Quality Factor Etf Etf (QUAL) 0.00 42 95.24
Martin Marietta Matls Stock (MLM) 0.00 20 200.00
Vail Resorts Stock (MTN) 0.00 25 +8% 160.00
Masimo Corp Stock (MASI) 0.00 19 NEW 210.53
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.00 18 222.22
Liberty Broadband Corp Com Ser C Stock (LBRDK) 0.00 36 111.11
Lennar Corp Cl A Stock (LEN) 0.00 69 +4% 57.97
Fastenal Stock (FAST) 0.00 115 34.78
Verisk Analytics Stock (VRSK) 0.00 29 -12% 137.93
Ingersoll Rand Stock (IR) 0.00 174 22.99
Kinsale Cap Group Stock (KNSL) 0.00 28 NEW 142.86
Norfolk Southern Corp Stock (NSC) 0.00 27 148.15
Sumitomo Mitsui Finl Group Adr (SMFG) 0.00 888 4.50
Arch Cap Group Ltd Ord Stock (ACGL) 0.00 159 +14% 25.16
Brookfield Infrastructure Corp Com Sb Vtg Shs A Stock (BIPC) 0.00 72 NEW 41.67
Heico Corp New Cl A Stock (HEI.A) 0.00 38 +153% 78.95
Diageo P L C Spon Adr (DEO) 0.00 29 103.45
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.00 29 -46% 103.45
Gci Liberty Inc Com Class A Stock (GLIBA) 0.00 47 63.83
Xilinx Stock (XLNX) 0.00 35 NEW 85.71
Match Group Stock (MTCH) 0.00 35 85.71
Aerovironment Stock (AVAV) 0.00 46 NEW 65.22
Appfolio Inc Com Cl A Stock (APPF) 0.00 23 NEW 130.43
Synopsys Stock (SNPS) 0.00 17 176.47
Nice Adr (NICE) 0.00 17 176.47
First Rep Bk San Francisco Cal Stock (FRC) 0.00 31 -38% 96.77
Digital Rlty Tr Reit (DLR) 0.00 25 120.00
Kimberly Clark Corp Stock (KMB) 0.00 25 120.00
Valero Energy Corp Stock (VLO) 0.00 60 NEW 50.00
Activision Blizzard Stock (ATVI) 0.00 50 +42% 60.00
Illumina Stock (ILMN) 0.00 10 300.00
Henry Jack & Assoc Stock (JKHY) 0.00 20 150.00
Motorola Solutions Stock (MSI) 0.00 24 -35% 125.00
Servicenow Stock (NOW) 0.00 8 NEW 375.00
New Relic Stock (NEWR) 0.00 50 NEW 60.00
Invitae Corp Stock (NVTA) 0.00 100 30.00
Alarm Com Hldgs Stock (ALRM) 0.00 50 NEW 60.00
Fulgent Genetics Stock (FLGT) 0.00 200 NEW 15.00
Msci Stock (MSCI) 0.00 9 -25% 333.33
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.00 56 +1766% 53.57
Realpage Stock (RP) 0.00 61 49.18
Unilever N V N Y Adr (UN) 0.00 66 45.45
New Residential Invt Corp Reit (NRZ) 0.00 300 6.67
Invesco Dwa Utilities Momentum Etf Etf (PUI) 0.00 81 -99% 24.69
Healthequity Stock (HQY) 0.00 36 NEW 55.56
Liberty Media Corp Del Com Ser C Frmla Stock (FWONK) 0.00 83 -11% 24.10
Cadence Design System Stock (CDNS) 0.00 30 NEW 66.67
Teradyne Stock (TER) 0.00 30 NEW 66.67
Crispr Therapeutics Ag Namen Akt Stock (CRSP) 0.00 30 NEW 66.67
Iqvia Hldgs Stock (IQV) 0.00 19 105.26
Laboratory Corp Amer Hldgs Stock (LH) 0.00 13 -27% 153.85
Victoryshares Usaa Core Intermediate-term Bond Etf Etf (UITB) 0.00 41 NEW 48.78
Yum China Hldgs Stock (YUMC) 0.00 47 42.55
BP Adr (BP) 0.00 100 +300% 20.00
Air Prods & Chems Stock (APD) 0.00 10 200.00
Amphenol Corp New Cl A Stock (APH) 0.00 25 NEW 80.00
Proto Labs Stock (PRLB) 0.00 25 80.00
Editas Medicine Stock (EDIT) 0.00 80 25.00
Village Farms Intl Stock (VFF) 0.00 500 4.00
Roku Inc Com Cl A Stock (ROKU) 0.00 20 100.00
Stitch Fix Inc Com Cl A Stock (SFIX) 0.00 100 20.00
Endava Plc Ads Adr (DAVA) 0.00 50 40.00
Upwork Stock (UPWK) 0.00 200 10.00
Fuelcell Energy Stock (FCEL) 0.00 1.00k 2.00
Cerence Stock (CRNC) 0.00 50 NEW 40.00
Ameriprise Finl Stock (AMP) 0.00 18 111.11
Dollar Tree Stock (DLTR) 0.00 29 NEW 68.97
Zendesk Stock (ZEN) 0.00 23 86.96
Aon Plc Shs Cl A Stock (AON) 0.00 14 -66% 142.86
Avery Dennison Corp Stock (AVY) 0.00 24 +200% 83.33
Progressive Corp Ohio Stock (PGR) 0.00 31 -24% 64.52
Colfax Corp Stock (CFX) 0.00 86 -16% 23.26
Ishares Msci Emerging Markets Etf Etf (EEM) 0.00 66 30.30
Boston Scientific Corp Stock (BSX) 0.00 63 NEW 31.75
Live Nation Entertainment Stock (LYV) 0.00 55 NEW 36.36
Commerce Bancshares Stock (CBSH) 0.00 45 44.44
Live Oak Bancshares Stock (LOB) 0.00 148 NEW 13.51
Liberty Media Corp Del Com C Siriusxm Stock (LSXMK) 0.00 60 +15% 33.33
Revolve Group Inc Cl A Stock (RVLV) 0.00 180 NEW 11.11
Slack Technologies Inc Com Cl A Stock (WORK) 0.00 66 30.30
Dxc Technology Stock (DXC) 0.00 164 +141% 12.20
Noble Energy Stock (NBL) 0.00 310 6.45
Micro Focus Intl Plc Spon Adr (MFGP) 0.00 218 +142% 4.59
Conduent Stock (CNDT) 0.00 493 2.03
Hyatt Hotels Corp Com Cl A Stock (H) 0.00 36 +2% 27.78
Neogenomics Stock (NEO) 0.00 36 NEW 27.78
Smartsheet Inc Com Cl A Stock (SMAR) 0.00 36 NEW 27.78
Direxion Daily Junior Gold Miners Index Bull 2x Shares Etf 0.00 18 NEW 55.56
Cdw Corp Stock (CDW) 0.00 15 NEW 66.67
Liberty Broadband Corp Com Ser A Stock (LBRDA) 0.00 14 71.43
S&p Global Stock (SPGI) 0.00 6 166.67
Perspecta Stock (PRSP) 0.00 47 NEW 21.28
M & T Bk Corp Stock (MTB) 0.00 11 90.91
Southwestern Energy Stock (SWN) 0.00 500 NEW 2.00
Tyler Technologies Stock (TYL) 0.00 5 NEW 200.00
Magnite Stock (RUBI) 0.00 160 NEW 6.25
Inspire Med Sys Stock (INSP) 0.00 20 NEW 50.00
Anaplan Stock (PLAN) 0.00 25 40.00
Brown Forman Corp Cl B Stock (BF.B) 0.00 27 -15% 37.04
Kennedy-wilson Holdings Stock (KW) 0.00 99 +11% 10.10
Howard Hughes Corp Stock (HHC) 0.00 37 +5% 27.03
Flexshares Global Upstream Natural Resources Index Fund Etf (GUNR) 0.00 37 27.03
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.00 22 45.45
Health Catalyst Stock (HCAT) 0.00 35 NEW 28.57
Phreesia Stock (PHR) 0.00 37 NEW 27.03
Carnival Corp Paired Ctf Stock (CCL) 0.00 95 10.53
Summit Matls Inc Cl A Stock (SUM) 0.00 82 12.20
Corning Stock (GLW) 0.00 0 0.00
Fedex Corp Stock (FDX) 0.00 0 NEW 0.00
Aegon N V Ny Registry Adr (AEG) 0.00 306 0.00
General Mls Stock (GIS) 0.00 0 NEW 0.00
Schlumberger Stock (SLB) 0.00 44 -10% 0.00
Clorox Co Del Stock (CLX) 0.00 0 NEW 0.00
Vornado Rlty Tr Sh Ben Int Reit (VNO) 0.00 21 +75% 0.00
Lennar Corp Cl B Stock (LEN.B) 0.00 1 0.00
Chicos Fas Stock (CHS) 0.00 18 0.00
Skechers U S A Inc Cl A Stock (SKX) 0.00 30 0.00
Bp Prudhoe Bay Rty Tr Unit Ben Int Stock (BPT) 0.00 195 NEW 0.00
Wabtec Stock (WAB) 0.00 9 0.00
Direxion Daily S&p 500 Bull 3x Shares Etf (SPXL) 0.00 4 0.00
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.00 5 NEW 0.00
Ishares U.s. Financials Etf Etf (IYF) 0.00 1 -99% 0.00
Direxion Daily Semiconductor Bull 3x Shares Etf (SOXL) 0.00 4 0.00
Ishares Edge Msci Min Vol Eafe Etf Etf (EFAV) 0.00 8 0.00
PTC Stock (PTC) 0.00 9 0.00
Sirius Xm Holdings Stock (SIRI) 0.00 48 NEW 0.00
Five9 Stock (FIVN) 0.00 9 NEW 0.00
Shake Shack Inc Cl A Stock (SHAK) 0.00 10 NEW 0.00
Liberty Media Corp Del Com Ser A Frmla Stock (FWONA) 0.00 7 0.00
Liberty Media Corp Del Com A Siriusxm Stock (LSXMA) 0.00 23 0.00
Canopy Growth Corp Stock (CGC) 0.00 27 0.00
United States Natural Gas Fund Etf (UNG) 0.00 0 NEW 0.00
Mcdermott Intl Stock (MDRIQ) 0.00 5.24k 0.00
Hexo Corp Stock (HEXO) 0.00 201 0.00
Brookfield Ppty Reit Inc Cl A Reit (BPYU) 0.00 53 0.00
Resideo Technologies Stock (REZI) 0.00 16 0.00
Bristol-myers Squibb Co Contngnt Val Rt Stock (BMY.R) 0.00 92 NEW 0.00
Aurora Cannabis Stock 0.00 11 NEW 0.00

Past Filings by Engrave Wealth Partners

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