Financial Gravity Wealth

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

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Positions held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sofos Investments

Companies in the Sofos Investments portfolio as of the March 2021 quarterly 13F filing

Sofos Investments has 763 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Altaba Mutual Fund 58.8 $3.7M -50% 192k 19.26
Ishares Phlx Sox Semiconductor Sector In Etf (SOXX) 1.4 $90k -7% 212.00 423.08
Vanguard Short-term Bond Index Fund Etf (BSV) 1.4 $89k -45% 1.1k 82.19
Vanguard Reit Etf Etf (VNQ) 1.3 $85k +14% 922.00 91.87
Materials Select Sector Spdr Fund Etf (XLB) 1.3 $84k +1193% 1.1k 78.80
Ishares Iboxx $ High Yield Corporate Bon Etf (HYG) 1.1 $68k -4% 774.00 87.17
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 1.0 $61k -60% 1.1k 53.37
Vanguard Malvern Fds Strm Infproidx Etf (VTIP) 1.0 $61k 1.2k 51.52
Schwab Short-term Us Treasury Bond Index Etf (SCHO) 0.7 $46k -7% 889.00 51.31
Mercadolibre Adr (MELI) 0.7 $42k +7% 29.00 1460.34
ISHARES BARCLAYS 20 plus YEAR TREASURY BOND Etf (TLT) 0.7 $42k +14% 309.00 135.59
Spdr S&p Regional Banking Etf Etf (KRE) 0.7 $42k NEW 629.00 66.34
Vanguard Intermediate-term Bond Index Fu Etf (BIV) 0.7 $42k -8% 468.00 88.75
Vaneck Vectors Etf Oil Svcs Etf 0.7 $41k NEW 216.00 191.12

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Pimco Enhanced Short Maturity Strategy F Etf (MINT) 0.6 $40k 388.00 101.78
Ishares Barclays Cmbs Bond Fund Etf (CMBS) 0.6 $36k -30% 662.00 53.85
Powershares Global Short Term High Yield Etf (PGHY) 0.6 $35k -16% 1.6k 22.09
Spdr Blackstone Gso Senior Loan Etf (SRLN) 0.5 $34k -19% 741.00 45.72
Ishares Barclays Tips Bond Fund Etf (TIP) 0.5 $32k -7% 255.00 125.42
Ishares Barclays 7-10 Year Treasury Bond Etf (IEF) 0.5 $30k -13% 265.00 113.13
Vanguard Long-term Bond Index Fund Etf (BLV) 0.5 $30k -4% 305.00 98.03
Schwab Intermediate-term U.s. Treasury E Etf (SCHR) 0.5 $30k -7% 529.00 56.39
Ishares 0-5 Year Investmant Grade Corp Etf (SLQD) 0.4 $28k 544.00 51.74
Logitech International S A Adr (LOGI) 0.4 $25k 238.00 104.37
Powershares Db Optimum Yield Diversified Etf (PDBC) 0.4 $23k +225% 1.4k 17.23
Sony Corp Adr (SONY) 0.3 $22k -3% 207.00 105.81
Ishares Barclays 1-3 Year Treasury Bond Etf (SHY) 0.3 $19k -26% 221.00 86.24
Nxp Semiconductors N V Stock (NXPI) 0.3 $18k -7% 89.00 201.64
Idexx Labs Stock (IDXX) 0.2 $15k -26% 31.00 496.61
Yandex N V Shs Class A Stock (YNDX) 0.2 $15k +20% 237.00 64.06
Stmicroelectronics N V Adr (STM) 0.2 $15k 384.00 38.36
Ishares Barclays Short Treasury Bond Fun Etf (SHV) 0.2 $14k -3% 131.00 110.21
Ericsson Adr (ERIC) 0.2 $14k 1.1k 13.19
PIMCO 15 plus YEAR U.S. TIPS INDEX FUND Etf (LTPZ) 0.2 $14k 173.00 80.72
Mckesson Corporation Stock (MCK) 0.2 $14k +115% 71.00 196.24
Peoples United Financial Stock (PBCT) 0.2 $13k +53% 744.00 17.91
Cae Stock (CAE) 0.2 $13k 467.00 28.48
Nucor Corp Stock (NUE) 0.2 $13k +224% 162.00 80.25
Lennar Corp Stock (LEN) 0.2 $13k +1487% 127.00 101.56
American Express Stock (AXP) 0.2 $13k +40% 90.00 140.97
Amgen Stock (AMGN) 0.2 $13k -13% 51.00 246.82
Cvs Health Corporation Stock (CVS) 0.2 $13k +277% 166.00 75.42
Snap On Stock (SNA) 0.2 $13k +157% 54.00 230.81
Pulte Group Stock (PHM) 0.2 $12k +244% 231.00 52.41
Open Text Corp Stock (OTEX) 0.2 $12k -14% 251.00 47.79
Gilead Sciences Stock (GILD) 0.2 $12k +8% 185.00 64.69
Aercap Holdings Nv Stock (AER) 0.2 $12k -19% 204.00 58.65
Biogen Stock (BIIB) 0.2 $12k +13% 42.00 279.36
J P Morgan Chase & Co Stock (JPM) 0.2 $12k +40% 77.00 151.55
Pearson Adr (PSO) 0.2 $12k -2% 1.1k 10.69
Customers Bancorp Stock (CUBI) 0.2 $11k -8% 359.00 31.82
Mohawk Inds Stock (MHK) 0.2 $11k NEW 59.00 193.54
Fortinet Stock (FTNT) 0.2 $11k +210% 62.00 183.02
Ishares Trust Core Intl Aggr Etf Core Intl Aggr Etf (IAGG) 0.2 $11k +62% 206k 0.05
Cardinal Health Stock (CAH) 0.2 $11k +215% 186.00 60.82
Quanta Svcs Stock (PWR) 0.2 $11k +137% 128.00 88.30
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $11k +32% 94.00 118.34
Cisco Sys Stock (CSCO) 0.2 $11k +175% 212.00 51.70
Robert Half Intl Stock (RHI) 0.2 $11k +208% 139.00 77.84
Bristol Myers Squibb Stock (BMY) 0.2 $11k +4% 169.00 63.00
Masco Corp Stock (MAS) 0.2 $11k +212% 178.00 59.81
Price T Rowe Group Stock (TROW) 0.2 $11k +1120% 61.00 172.95
Credit Suisse Group Adr (CS) 0.2 $10k -2% 970.00 10.60
Accenture Stock (ACN) 0.2 $10k +428% 37.00 277.73
Lowes Cos Stock (LOW) 0.2 $10k 54.00 189.76
Best Buy Stock (BBY) 0.2 $10k +229% 89.00 114.79
Netapp Stock (NTAP) 0.2 $10k +154% 140.00 72.56
Kimberly Clark Corp Stock (KMB) 0.2 $10k +227% 72.00 139.53
Lockheed Martin Corp Stock (LMT) 0.2 $10k +285% 27.00 370.89
Kb Financial Group Adr (KB) 0.2 $9.9k +34% 201.00 49.33
F5 Networks Stock (FFIV) 0.2 $9.8k +135% 47.00 209.19
Dbx Etf Trust Xtrack Usd High Etf Xtrack Usd High Etf (HYLB) 0.2 $9.8k +61% 196k 0.05
General Mls Stock (GIS) 0.2 $9.8k +300% 160.00 61.14
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $9.7k +42% 198.00 49.14
Smucker J M Stock (SJM) 0.2 $9.7k +185% 77.00 126.13
Cummins Stock (CMI) 0.2 $9.6k +208% 37.00 259.62
Clorox Co Del Stock (CLX) 0.2 $9.5k +4900% 50.00 190.98
Toews Tactical Oceana Mutual Fund 0.2 $9.5k NEW 955.00 9.98
Paychex Stock (PAYX) 0.2 $9.5k +223% 97.00 98.01
Autozone Stock (AZO) 0.2 $9.5k +250% 7.00 1354.57
Citrix Sys Stock (CTXS) 0.2 $9.5k +277% 68.00 139.34
Waters Corp Stock (WAT) 0.1 $9.4k +175% 33.00 285.91
Vanguard Emerging Markets Index Fund Etf (VWO) 0.1 $9.4k +36% 181.00 51.98
Rockwell Automation Stock (ROK) 0.1 $9.1k +209% 34.00 266.62
Check Point Software Tech Stock (CHKP) 0.1 $9.1k -15% 81.00 111.78
Verisign Stock (VRSN) 0.1 $9.0k +200% 45.00 199.33
Ishares Trust 0-5yr Hi Yl Cp Etf 0-5yr Hi Yl Cp Etf (SHYG) 0.1 $8.9k +1623% 194k 0.05
Molson Coors Brewing Stock (TAP) 0.1 $8.9k +185% 174.00 51.11
Toews Tactical Monument Mutual Fund 0.1 $8.9k +9900% 600.00 14.78
Blackrock Stock (BLK) 0.1 $8.8k +50% 12.00 734.33
Universal Hlth Svcs Stock (UHS) 0.1 $8.8k +6500% 66.00 132.86
Henry Jack & Assoc Stock (JKHY) 0.1 $8.7k +850% 57.00 152.47
Elbit Sys Stock (ESLT) 0.1 $8.7k -3% 61.00 142.00
Cognizant Technology Solutions Stock (CTSH) 0.1 $8.4k +224% 107.00 78.18
Packaging Corp Amer Stock (PKG) 0.1 $8.4k +113% 62.00 134.84
Global X Superincome Preferred Etf Etf (SPFF) 0.1 $8.3k 701.00 11.89
Dominos Pizza Stock (DPZ) 0.1 $8.3k +187% 23.00 362.04
Mettler Toledo International Stock (MTD) 0.1 $8.2k +75% 7.00 1172.86
First Rep Bk San Fran Cali Stock (FRC) 0.1 $8.1k +53% 49.00 166.33
Cellectis S A Adr (CLLS) 0.1 $7.9k 390.00 20.23
Kla Corporation Stock (KLAC) 0.1 $7.9k +20% 24.00 328.54
Teradyne Stock (TER) 0.1 $7.8k NEW 64.00 121.89
Pool Corporation Stock (POOL) 0.1 $7.7k NEW 22.00 349.77
Paycom Software Stock (PAYC) 0.1 $7.6k +185% 20.00 378.25
Descartes Sys Group Stock (DSGX) 0.1 $7.5k 122.00 61.08
Msci Stock (MSCI) 0.1 $7.4k +20% 18.00 412.61
Lloyds Banking Adr (LYG) 0.1 $7.1k +4% 3.1k 2.32
Smith & Nephew Adr (SNN) 0.1 $7.1k -2% 187.00 37.82
Nokia Corp Adr (NOK) 0.1 $6.8k 1.7k 3.96
Ishares Trust 0-5 Yr Tips Etf 0-5 Yr Tips Etf (STIP) 0.1 $6.7k +54% 64k 0.11
Dbx Etf Trust Xtrackers Low Etf Xtrackers Low Etf (HYDW) 0.1 $6.6k +55% 132k 0.05
Spdr Series Trust Portfolio Intrmd Etf Portfolio Intrmd Etf (SPIB) 0.1 $6.6k +57% 181k 0.04
Bank Of America Corporation Stock (BAC) 0.1 $6.3k +110% 162.00 38.67
Wipro Adr (WIT) 0.1 $6.3k -14% 986.00 6.34
Galapagos Nv Adr (GLPG) 0.1 $6.2k -2% 81.00 77.14
Vanguard Short-term Corporate Bond Index Etf (VCSH) 0.1 $6.2k -9% 76.00 82.08
Twilio Inc Cl A Stock 0.1 $6.0k +500% 18.00 335.39
Uniqure Nv Stock (QURE) 0.1 $6.0k -2% 179.00 33.66
Itau Unibanco Holding Adr (ITUB) 0.1 $5.8k +23% 1.2k 4.96
Swan Defined Risk Emerging Mrkts I Mutual Fund 0.1 $5.8k NEW 587.00 9.90
Fidelity Msci Financials Index Etf Etf (FNCL) 0.1 $5.8k +3866% 119.00 48.81
Centene Corp Del Stock (CNC) 0.1 $5.5k +17% 87.00 63.62
Ishares Msci Usa Minimum Volatility Inde Etf (USMV) 0.1 $5.2k 75.00 69.64
Vanguard Emerg Mkt Bd Etf Emerg Mkt Bd Etf (VWOB) 0.1 $5.1k +51% 65k 0.08
Jazz Pharmaceuticals Stock (JAZZ) 0.1 $5.1k -34% 31.00 163.03
Alphabet Stock (GOOGL) 0.1 $5.0k 2.00 2515.50
Owens & Minor Stock (OMI) 0.1 $5.0k +14% 134.00 37.46
Community Health Sys Inc Newco Stock (CYH) 0.1 $4.9k +47% 365.00 13.50
Wells Fargo & Co Stock (WFC) 0.1 $4.9k +119% 125.00 39.12
Emergent Biosolutions Stock (EBS) 0.1 $4.8k -50% 52.00 93.19
Ishares Msci Germany Index Fund Etf (EWG) 0.1 $4.7k +13900% 140.00 33.51
Ishares Msci Australia Index Fund Etf (EWA) 0.1 $4.7k 188.00 24.74
Upwork (UPWK) 0.1 $4.7k +37% 104k 0.04
Fidelity Msci Information Technology Etf (FTEC) 0.1 $4.6k +1333% 43.00 106.07
Spdr Series Trust Portfolio Crport Etf Portfolio Crport Etf (SPBO) 0.1 $4.5k +53% 131k 0.03
Morgan Stanley Stock (MS) 0.1 $4.4k +307% 57.00 78.05
Goldman Sachs Group Stock (GS) 0.1 $4.4k +1200% 13.00 338.92
Ishares S&p Smallcap 600 Index Fund Etf (IJR) 0.1 $4.3k +48% 40.00 107.65
Spdr Series Trust Portfolio S&p 600 Sm Cap Etf Portfolio S&p 600 Sm Cap Etf (SPSM) 0.1 $4.2k +21% 100k 0.04
Corning Stock (GLW) 0.1 $4.2k +28% 96.00 43.39
Micron Technology Stock (MU) 0.1 $4.1k +27% 47.00 87.43
Tesla Motors (TSLA) 0.1 $4.1k +41% 6.1k 0.67
On Semiconductor Corp Stock (ON) 0.1 $4.0k +25% 95.00 41.80
United Therapeutics Corp Del Stock (UTHR) 0.1 $3.9k +15% 23.00 170.48
Omega Healthcare Invs Reit (OHI) 0.1 $3.9k +30% 107.00 36.52
Harmony Gold Mng Adr (HMY) 0.1 $3.9k +320% 884.00 4.36
United Nat Foods Stock (UNFI) 0.1 $3.8k +27% 115.00 32.97
Meridian Bioscience Stock (VIVO) 0.1 $3.8k +41% 144.00 26.21
Progressive Corp Ohio Stock (PGR) 0.1 $3.8k +62% 39.00 96.54
Vanguard Utilities Index Fund Etf (VPU) 0.1 $3.7k +420% 26.00 141.73
Spdr Series Trust Portfolio S&p 400 Mid Cap Etf Portfolio S&p 400 Mid Cap Etf (SPMD) 0.1 $3.6k +25% 79k 0.05
Wisdomtree Trust Us Largecap Fund Etf Us Largecap Fund Etf (EPS) 0.1 $3.6k +28% 83k 0.04
Hca Holdings Stock (HCA) 0.1 $3.6k +35% 19.00 188.37
Charles Riv Labs Intl Stock (CRL) 0.1 $3.6k +20% 12.00 297.58
Ensign Group Stock (ENSG) 0.1 $3.5k +35% 38.00 93.39
Petmed Express Stock (PETS) 0.1 $3.5k +910% 101.00 35.01
Enphase Energy Stock (ENPH) 0.1 $3.5k +37% 22.00 160.59
Amedisys Stock (AMED) 0.1 $3.5k +44% 13.00 268.46
Davita Stock (DVA) 0.1 $3.5k +52% 32.00 108.81
Ishares Trust Conv Bd Etf Conv Bd Etf (ICVT) 0.1 $3.4k +35% 35k 0.10
Select Med Hldgs Corp Stock (SEM) 0.1 $3.4k +19% 99.00 34.10
Merit Med Sys Stock (MMSI) 0.1 $3.4k NEW 56.00 60.02
Corvel Corp Stock (CRVL) 0.1 $3.3k +37% 33.00 101.33
Lemaitre Vascular Stock (LMAT) 0.1 $3.3k +1016% 67.00 48.90
Addus Homecare Corp Stock (ADUS) 0.1 $3.3k +47% 31.00 105.06
Integra Lifesciences Hldgs Cp Stock (IART) 0.1 $3.2k NEW 46.00 69.70
Acadia Healthcare Company Stock (ACHC) 0.1 $3.2k +16% 56.00 56.79
Supernus Pharmaceuticals Stock (SUPN) 0.1 $3.2k NEW 121.00 26.21
Sherwin-Williams Company (SHW) 0.1 $3.2k 4.3k 0.74
Ligand Pharmaceuticals Stock (LGND) 0.0 $3.1k NEW 21.00 149.71
Patterson Dental Stock (PDCO) 0.0 $3.1k NEW 98.00 31.89
Spdr Series Trust Prtflo S&p500 Gw Etf Prtflo S&p500 Gw Etf (SPYG) 0.0 $3.1k +18% 55k 0.06
Perkinelmer Stock (PKI) 0.0 $3.1k +60% 24.00 127.33
Healthcare Svcs Grp Stock (HCSG) 0.0 $3.0k NEW 109.00 27.95
Align Technology Stock (ALGN) 0.0 $3.0k +50% 6.00 502.83
Allscript Misys Healtcar Stock (MDRX) 0.0 $3.0k +43% 200.00 15.01
Spdr Series Trust Prtflo S&p500 Hi Etf Prtflo S&p500 Hi Etf (SPYD) 0.0 $3.0k +20% 77k 0.04
Corcept Therapeutics Stock (CORT) 0.0 $3.0k +44% 124.00 23.89
United Microelectronics Adr (UMC) 0.0 $3.0k +49% 325.00 9.11
Orthofix Med Stock 0.0 $2.9k NEW 67.00 43.51
Infosys Adr (INFY) 0.0 $2.9k +16% 155.00 18.68
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.0 $2.9k +175% 44.00 64.95
Lilly Eli & Co Stock (LLY) 0.0 $2.8k +650% 15.00 189.13
Repligen Corp Stock (RGEN) 0.0 $2.8k +36% 15.00 188.73
Ishares S&p Global Technology Sector Ind Etf (IXN) 0.0 $2.8k 9.00 314.00
U S Physical Therapy Stock (USPH) 0.0 $2.8k NEW 27.00 104.22
Halozyme Therapeutics Stock (HALO) 0.0 $2.8k NEW 66.00 41.98
Baidu Adr (BIDU) 0.0 $2.8k +1200% 13.00 212.85
Vanguard Energy Index Fund Etf (VDE) 0.0 $2.7k +1900% 40.00 68.47
Adtran Stock (ADTN) 0.0 $2.7k +26% 164.00 16.66
Spdr Index Shares Funds Portfolio Emg Mk Etf Portfolio Emg Mk Etf (SPEM) 0.0 $2.7k +21% 62k 0.04
Heska Corp Stock (HSKA) 0.0 $2.7k NEW 16.00 169.00
Medifast Stock (MED) 0.0 $2.7k +30% 13.00 204.46
First Trust Low Duration Mortgage Opport Etf (LMBS) 0.0 $2.6k -19% 51.00 51.55
Spdr S&p Biotech Etf Etf (XBI) 0.0 $2.6k 19.00 137.68
Regeneron Pharmaceuticals Stock (REGN) 0.0 $2.6k -72% 6.00 435.83
Alexion Pharmaceuticals Stock (ALXN) 0.0 $2.5k -74% 17.00 148.53
Vanda Pharmaceuticals Stock (VNDA) 0.0 $2.5k NEW 168.00 15.03
Hdfc Bank Adr (HDB) 0.0 $2.4k 31.00 78.58
Vertex Pharmaceuticals Stock (VRTX) 0.0 $2.4k -75% 11.00 215.00
Vanguard Extended Duration Treasury Inde Etf (EDV) 0.0 $2.3k 18.00 128.89
Unisys Corp Stock (UIS) 0.0 $2.3k -8% 91.00 25.36
Microsoft Corporation (MSFT) 0.0 $2.3k +77% 9.6k 0.24
Citigroup Stock (C) 0.0 $2.2k -6% 30.00 72.63
Wns Holdings Adr (WNS) 0.0 $2.2k -9% 30.00 72.17
Global X Superdividend U.s. Etf Etf (DIV) 0.0 $2.2k 111.00 19.44
Us Bancorp Del Stock (USB) 0.0 $2.2k +56% 39.00 55.18
Prospect Capital Corporation Closed End Fund (PSEC) 0.0 $2.1k NEW 272.00 7.66
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $2.1k NEW 30.00 69.13
Nestle Sa Adr Sponsored (NSRGY) 0.0 $2.1k +102% 19k 0.11
Amazon (AMZN) 0.0 $2.1k +102% 667.00 3.09
Spdr Series Trust Prtflo S&p500 Vl Etf Prtflo S&p500 Vl Etf (SPYV) 0.0 $2.1k +24% 54k 0.04
Himax Technologies Adr (HIMX) 0.0 $2.0k NEW 147.00 13.61
Deutsche Bank Ag Namen Stock (DB) 0.0 $1.9k NEW 161.00 11.99
Aon Stock 0.0 $1.9k +300% 8.00 237.62
Sociedad Quimica Minera De Chi Adr (SQM) 0.0 $1.9k +218% 35.00 53.43
Tyson Foods Stock (TSN) 0.0 $1.8k -84% 24.00 74.58
Spdr Series Trust Blmbrg Brc Cnvrt Etf Blmbrg Brc Cnvrt Etf (CWB) 0.0 $1.7k -19% 21k 0.08
Icici Bk Adr (IBN) 0.0 $1.7k +535% 108.00 16.06
Pnc Financial Services Group Stock (PNC) 0.0 $1.7k +66% 10.00 169.70
Biomarin Pharmaceutical Stock (BMRN) 0.0 $1.7k -75% 22.00 76.09
Ssga Active Etf Tr Ult Sht Trm Bd Etf Ult Sht Trm Bd Etf (ULST) 0.0 $1.6k -31% 40k 0.04
Ishares Trust Core Msci Euro Etf Core Msci Euro Etf (IEUR) 0.0 $1.6k +25% 29k 0.05
Schrodinger Stock 0.0 $1.6k NEW 21.00 75.29
Ishares Us Etf Trust Blackrock Sh Maturity Bd Etf Blackrock Sh Maturity Bd Etf (NEAR) 0.0 $1.5k -14% 31k 0.05
Spdr Series Trust Ssga Us Lrg Etf Ssga Us Lrg Etf (LGLV) 0.0 $1.5k -24% 12k 0.13
Nasdaq Omx Group Stock (NDAQ) 0.0 $1.5k -9% 10.00 151.90
Vanguard Total Bond Market Index Fund Etf (BND) 0.0 $1.5k -75% 18.00 84.06
Turkcell Iletisim Hizmetleri Adr (TKC) 0.0 $1.5k -35% 320.00 4.67
Qualcomm Stock (QCOM) 0.0 $1.5k -78% 11.00 133.09
Scotts Miracle-gro Company Com Cl A Com Cl A (SMG) 0.0 $1.4k +60% 5.7k 0.24
Ishares Trust Msci Usa Quality Factor Etf Msci Usa Quality Factor Etf (QUAL) 0.0 $1.4k -25% 11k 0.12
Ishare S&p Us Preferred Stock Index Fun Etf (PFF) 0.0 $1.4k -31% 35.00 38.71
America Movil S A De C V Adr (AMX) 0.0 $1.3k NEW 96.00 13.60
Oracle Corp Stock (ORCL) 0.0 $1.3k -32% 19.00 68.68
Boeing Company (BA) 0.0 $1.3k +75% 5.1k 0.25
Marriott International Inc Com Cl A Com Cl A (MAR) 0.0 $1.3k +72% 8.6k 0.15
Walt Disney Company (DIS) 0.0 $1.2k +66% 6.7k 0.18
Marsh & Mclennan Cos Stock (MMC) 0.0 $1.2k +66% 10.00 122.10
Ishares Russell Midcap Value Index Fund Etf (IWS) 0.0 $1.2k +175% 11.00 107.00
Siemens Adr Sponsored (SIEGY) 0.0 $1.2k +65% 14k 0.08
Watsco Stock (WSO) 0.0 $1.2k -20% 4.00 290.25
Starbucks Corporation (SBUX) 0.0 $1.1k +69% 11k 0.11
Sk Telecom Adr (SKM) 0.0 $1.1k -36% 42.00 27.17
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.0 $1.1k 14.00 81.14
Mcdonalds Corp Stock (MCD) 0.0 $1.1k -16% 5.00 226.00
Mmc Norilsk Nickel Pjsc Adr 0.0 $1.1k NEW 35.00 31.71
Quest Diagnostics Stock (DGX) 0.0 $1.1k -62% 9.00 122.33
Wisdomtree Trust Us Divid Ex Fncl Etf Us Divid Ex Fncl Etf (DTN) 0.0 $1.1k -22% 12k 0.09
Berkshire Hathaway Inc Com Cl B Com Cl B (BRK.B) 0.0 $1.1k +74% 4.3k 0.26

Past Filings by Sofos Investments

SEC 13F filings are viewable for Sofos Investments going back to 2018