Financial Gravity Wealth
Latest statistics and disclosures from Sofos Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IAGG, HYLB, SHYG, HYDW, SPIB, and represent 19.91% of Sofos Investments's stock portfolio.
- Added to shares of these 10 stocks: HYLB, JNK, SHW, SHOP, RSP, IAGG, Asml Holding Nv ny reg shrs, SPIB, HYDW, SHYG.
- Started 344 new stock positions in Icon, Ameresco Inc Cl A, Chubb, Sun Hung Kai Pptys, W, PCY, IPG, EKSN, LHX, ARI.
- Reduced shares in these 10 stocks: , , , CS, , XLK, , PKG, SOXX, Swan Defined Risk Emerging Mrkts I.
- Sold out of its positions in Absolute Shs Tr wbi lg tac gth, Absolute Shs Tr wbi bulbear tr, ACHC, A, AIMC, AMRN, AMRC, American Rlty Cap Tr, ADM, ARTNA.
- Sofos Investments was a net seller of stock by $-166k.
- Sofos Investments has $237k in assets under management (AUM), dropping by -96.24%.
- Central Index Key (CIK): 0001741736
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Portfolio Holdings for Sofos Investments
Companies in the Sofos Investments portfolio as of the June 2021 quarterly 13F filing
Sofos Investments has 980 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Sofos Investments June 30, 2021 positions
- Download the Sofos Investments June 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Trust Core Intl Aggr Etf Core Intl Aggr Etf (IAGG) | 5.2 | $12k | +7% | 222k | 0.06 | |
| Dbx Etf Trust Xtrack Usd High Etf Xtrack Usd High Etf (HYLB) | 4.6 | $11k | +36% | 267k | 0.04 | |
| Ishares Trust 0-5yr Hi Yl Cp Etf 0-5yr Hi Yl Cp Etf (SHYG) | 4.0 | $9.5k | +6% | 206k | 0.05 | |
| Dbx Etf Trust Xtrackers Low Etf Xtrackers Low Etf (HYDW) | 3.1 | $7.3k | +9% | 144k | 0.05 | |
| Spdr Series Trust Portfolio Intrmd Etf Portfolio Intrmd Etf (SPIB) | 3.1 | $7.3k | +9% | 198k | 0.04 | |
| Ishares Trust 0-5 Yr Tips Etf 0-5 Yr Tips Etf (STIP) | 3.1 | $7.3k | +7% | 68k | 0.11 | |
| Upwork (UPWK) | 2.6 | $6.1k | 104k | 0.06 | ||
| Vanguard Emerg Mkt Bd Etf Emerg Mkt Bd Etf (VWOB) | 2.4 | $5.6k | +8% | 71k | 0.08 | |
| Spdr Series Trust Portfolio Crport Etf Portfolio Crport Etf (SPBO) | 2.1 | $5.0k | +8% | 142k | 0.04 | |
| Spdr Series Trust Portfolio S&p 600 Sm Cap Etf Portfolio S&p 600 Sm Cap Etf (SPSM) | 1.9 | $4.4k | 101k | 0.04 | ||
| Tesla Motors (TSLA) | 1.8 | $4.2k | +2% | 6.2k | 0.68 | |
| Wisdomtree Trust Us Largecap Fund Etf Us Largecap Fund Etf (EPS) | 1.7 | $3.9k | +2% | 85k | 0.05 | |
| Spdr Series Trust Portfolio S&p 400 Mid Cap Etf Portfolio S&p 400 Mid Cap Etf (SPMD) | 1.6 | $3.8k | 81k | 0.05 | ||
| Ishares Trust Conv Bd Etf Conv Bd Etf (ICVT) | 1.6 | $3.7k | +3% | 36k | 0.10 | |
| Spdr Series Trust Prtflo S&p500 Gw Etf Prtflo S&p500 Gw Etf (SPYG) | 1.5 | $3.5k | 56k | 0.06 | ||
| Sherwin-Williams Company (SHW) | 1.5 | $3.5k | +199% | 13k | 0.27 | |
| Spdr Series Trust Prtflo S&p500 Hi Etf Prtflo S&p500 Hi Etf (SPYD) | 1.3 | $3.2k | +2% | 79k | 0.04 | |
| Spdr Index Shares Funds Portfolio Emg Mk Etf Portfolio Emg Mk Etf (SPEM) | 1.3 | $3.0k | +5% | 66k | 0.05 | |
| Microsoft Corporation (MSFT) | 1.2 | $2.8k | +8% | 10k | 0.27 | |
| Nestle Sa Adr Sponsored (NSRGY) | 1.1 | $2.6k | +10% | 21k | 0.12 | |
| Amazon (AMZN) | 1.1 | $2.5k | +10% | 736.00 | 3.44 | |
| Spdr Barclays Capital High Yield Bond Et Etf (JNK) | 1.0 | $2.5k | NEW | 6.1k | 0.41 | |
| Alphabet Stock (GOOGL) | 1.0 | $2.4k | 2.00 | 1221.00 | ||
| Spdr Series Trust Prtflo S&p500 Vl Etf Prtflo S&p500 Vl Etf (SPYV) | 0.9 | $2.2k | +2% | 56k | 0.04 | |
| Moderna (MRNA) | 0.7 | $1.7k | +9% | 7.4k | 0.23 | |
| Ishares Trust Core Msci Euro Etf Core Msci Euro Etf (IEUR) | 0.7 | $1.7k | +3% | 30k | 0.06 | |
| Mercadolibre Adr (MELI) | 0.7 | $1.6k | -48% | 15.00 | 103.87 | |
| Autozone Stock (AZO) | 0.6 | $1.5k | -14% | 6.00 | 248.67 | |
| Intuit (INTU) | 0.6 | $1.5k | +7% | 3.0k | 0.49 | |
| Shopify Inc Cl A Stock (SHOP) | 0.6 | $1.5k | NEW | 17.00 | 85.94 | |
| Mettler Toledo International Stock (MTD) | 0.6 | $1.4k | 7.00 | 197.86 | ||
| Facebook Inc Com Cl A Com Cl A (FB) | 0.6 | $1.4k | +7% | 3.9k | 0.35 | |
| Nike Inc Com Cl B Com Cl B (NKE) | 0.6 | $1.4k | +12% | 8.8k | 0.15 | |
| Alphabet Inc Com Cl C Com Cl C (GOOG) | 0.6 | $1.3k | +5% | 538.00 | 2.51 | |
| Apple (AAPL) | 0.6 | $1.3k | +10% | 9.8k | 0.14 | |
| Boeing Company (BA) | 0.6 | $1.3k | +6% | 5.5k | 0.24 | |
| Spdr Series Trust Blmbrg Brc Cnvrt Etf Blmbrg Brc Cnvrt Etf (CWB) | 0.5 | $1.3k | -28% | 15k | 0.09 | |
| Walt Disney Company (DIS) | 0.5 | $1.3k | +9% | 7.3k | 0.18 | |
| salesforce (CRM) | 0.5 | $1.3k | +11% | 5.3k | 0.24 | |
| Diageo Adr Sponsored (DEO) | 0.5 | $1.3k | +8% | 6.7k | 0.19 | |
| Starbucks Corporation (SBUX) | 0.5 | $1.3k | +8% | 11k | 0.11 | |
| Berkshire Hathaway Inc Com Cl B Com Cl B (BRK.B) | 0.5 | $1.3k | +6% | 4.6k | 0.28 | |
| Marriott International Inc Com Cl A Com Cl A (MAR) | 0.5 | $1.3k | +7% | 9.3k | 0.14 | |
| Novo Nordisk A/s Adr Sponsored (NVO) | 0.5 | $1.3k | +10% | 15k | 0.08 | |
| Adidas Adr Sponsored (ADDYY) | 0.5 | $1.2k | +10% | 6.7k | 0.19 | |
| Autodesk (ADSK) | 0.5 | $1.2k | +11% | 4.3k | 0.29 | |
| Heineken Nv Adr Sponsored (HEINY) | 0.5 | $1.2k | +10% | 20k | 0.06 | |
| Siemens Adr Sponsored (SIEGY) | 0.5 | $1.2k | +8% | 15k | 0.08 | |
| Chipotle Mexican Grill (CMG) | 0.5 | $1.2k | +12% | 784.00 | 1.55 | |
| Stryker Corporation (SYK) | 0.5 | $1.2k | +9% | 4.6k | 0.26 | |
| Roche Holdings Adr Sponsored (RHHBY) | 0.5 | $1.2k | +13% | 26k | 0.05 | |
| Scotts Miracle-gro Company Com Cl A Com Cl A (SMG) | 0.5 | $1.2k | +8% | 6.2k | 0.19 | |
| 3M Company (MMM) | 0.5 | $1.2k | +8% | 6.0k | 0.20 | |
| Ssga Active Etf Tr Ult Sht Trm Bd Etf Ult Sht Trm Bd Etf (ULST) | 0.5 | $1.2k | -28% | 29k | 0.04 | |
| Netflix (NFLX) | 0.5 | $1.1k | +14% | 2.2k | 0.53 | |
| Coca-Cola Company (KO) | 0.5 | $1.1k | +10% | 21k | 0.05 | |
| Procter & Gamble Company (PG) | 0.5 | $1.1k | +12% | 8.4k | 0.13 | |
| Ishares Trust Msci Usa Quality Factor Etf Msci Usa Quality Factor Etf (QUAL) | 0.5 | $1.1k | -25% | 8.5k | 0.13 | |
| Johnson & Johnson (JNJ) | 0.5 | $1.1k | +10% | 6.8k | 0.16 | |
| Alibaba Group Holding Adr Sponsored (BABA) | 0.5 | $1.1k | +21% | 4.9k | 0.23 | |
| Wal-Mart Stores (WMT) | 0.5 | $1.1k | +14% | 7.8k | 0.14 | |
| Spdr Series Trust Ssga Us Lrg Etf Ssga Us Lrg Etf (LGLV) | 0.5 | $1.1k | -32% | 8.3k | 0.13 | |
| Colgate-Palmolive Company (CL) | 0.5 | $1.1k | +13% | 13k | 0.08 | |
| Ishares Us Etf Trust Blackrock Sh Maturity Bd Etf Blackrock Sh Maturity Bd Etf (NEAR) | 0.4 | $1.0k | -35% | 20k | 0.05 | |
| Guggenheim S&p 500 Equal Weight Industri Etf (RSP) | 0.4 | $935.004000 | NEW | 105.00 | 8.90 | |
| Ishares Trust Core Msci Pac Etf Core Msci Pac Etf (IPAC) | 0.4 | $931.382400 | +5% | 14k | 0.07 | |
| Blackrock Stock (BLK) | 0.4 | $875.000500 | -8% | 11.00 | 79.55 | |
| Wisdomtree Trust Us Divid Ex Fncl Etf Us Divid Ex Fncl Etf (DTN) | 0.4 | $847.972800 | -25% | 8.7k | 0.10 | |
| Asml Holding N V Adr | 0.3 | $691.000200 | NEW | 11.00 | 62.82 | |
| Bio Rad Labs Stock (BIO) | 0.3 | $644.000000 | 1.00 | 644.00 | ||
| Idexx Labs Stock (IDXX) | 0.3 | $632.000600 | -29% | 22.00 | 28.73 | |
| Regeneron Pharmaceuticals Stock (REGN) | 0.2 | $559.000000 | -33% | 4.00 | 139.75 | |
| Msci Stock (MSCI) | 0.2 | $533.000000 | -11% | 16.00 | 33.31 | |
| Spdr Series Trust Portfoli S&p 1500 Comp Stk Etf Portfoli S&p 1500 Comp Stk Etf (SPTM) | 0.2 | $528.145000 | +35% | 10k | 0.05 | |
| Broadcom Stock | 0.2 | $477.000000 | NEW | 1.00 | 477.00 | |
| Illumina Stock (ILMN) | 0.2 | $473.000000 | -87% | 5.00 | 94.60 | |
| Dominos Pizza Stock (DPZ) | 0.2 | $466.000500 | -8% | 21.00 | 22.19 | |
| Pool Corporation Stock (POOL) | 0.2 | $458.999100 | -4% | 21.00 | 21.86 | |
| Roku Inc Com Cl A Stock | 0.2 | $459.000000 | NEW | 1.00 | 459.00 | |
| Ishares Phlx Sox Semiconductor Sector In Etf (SOXX) | 0.2 | $454.000500 | -92% | 15.00 | 30.27 | |
| Humana Stock (HUM) | 0.2 | $443.000000 | 1.00 | 443.00 | ||
| Ishares S&p 500 Index Fund Etf (IVV) | 0.2 | $430.000000 | -90% | 10.00 | 43.00 | |
| S&p Global Stock (SPGI) | 0.2 | $410.000000 | NEW | 32.00 | 12.81 | |
| Ishares Trust Fltg Rate Nt Etf Fltg Rate Nt Etf (FLOT) | 0.2 | $395.833600 | -23% | 7.8k | 0.05 | |
| Twilio Inc Cl A Stock | 0.2 | $394.000500 | -16% | 15.00 | 26.27 | |
| Zoom Video Communications Inc Cl A Stock (ZM) | 0.2 | $387.000600 | NEW | 14.00 | 27.64 | |
| Anthem Stock (ANTM) | 0.2 | $382.000000 | NEW | 8.00 | 47.75 | |
| Goldman Sachs Group Stock (GS) | 0.2 | $380.000400 | 13.00 | 29.23 | ||
| Lockheed Martin Corp Stock (LMT) | 0.2 | $378.000000 | -7% | 25.00 | 15.12 | |
| Charles Riv Labs Intl Stock (CRL) | 0.2 | $370.000000 | -16% | 10.00 | 37.00 | |
| West Pharmaceutical Svsc Stock (WST) | 0.2 | $359.000000 | 1.00 | 359.00 | ||
| Biogen Stock (BIIB) | 0.1 | $346.001800 | -11% | 37.00 | 9.35 | |
| Waters Corp Stock (WAT) | 0.1 | $346.000300 | -6% | 31.00 | 11.16 | |
| Ishares S&p Global Technology Sector Ind Etf (IXN) | 0.1 | $338.000400 | 9.00 | 37.56 | ||
| Wisdomtree Trust Intrst Rate Hdge Etf Intrst Rate Hdge Etf (AGZD) | 0.1 | $326.261700 | -42% | 6.9k | 0.05 | |
| Guggenheim Russell Top 50 Mega Cap Etf Etf (XLG) | 0.1 | $325.000500 | NEW | 11.00 | 29.55 | |
| Kla Corporation Stock (KLAC) | 0.1 | $324.000600 | -12% | 21.00 | 15.43 | |
| United Rentals Stock (URI) | 0.1 | $319.000000 | -66% | 1.00 | 319.00 | |
| Wayfair Inc Cl A Stock (W) | 0.1 | $315.999600 | NEW | 14.00 | 22.57 | |
| Accenture Stock (ACN) | 0.1 | $295.001600 | -13% | 32.00 | 9.22 | |
| Guggenheim S&p 500 Equal Weight Health C Etf (RYH) | 0.1 | $293.000400 | NEW | 18.00 | 16.28 | |
| Guggenheim S&p 500 Equal Weight Technolo Etf (RYT) | 0.1 | $289.999600 | NEW | 34.00 | 8.53 | |
| Wix Stock | 0.1 | $289.999600 | NEW | 17.00 | 17.06 | |
| Air Prods & Chems Stock (APD) | 0.1 | $288.000000 | -75% | 1.00 | 288.00 | |
| Watsco Stock (WSO) | 0.1 | $287.000000 | -75% | 1.00 | 287.00 | |
| Rockwell Automation Stock (ROK) | 0.1 | $286.000000 | -5% | 32.00 | 8.94 | |
| Medifast Stock (MED) | 0.1 | $283.000000 | -23% | 10.00 | 28.30 | |
| Laboratory Corp Amer Hldgs Stock (LH) | 0.1 | $276.000400 | +225% | 13.00 | 21.23 | |
| Molina Healthcare Stock (MOH) | 0.1 | $252.999600 | +250% | 14.00 | 18.07 | |
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.1 | $251.001600 | NEW | 32.00 | 7.84 | |
| Ameriprise Finl Stock (AMP) | 0.1 | $249.000000 | -66% | 1.00 | 249.00 | |
| Amedisys Stock (AMED) | 0.1 | $245.000000 | -92% | 1.00 | 245.00 | |
| Okta Inc Cl A Stock (OKTA) | 0.1 | $245.000000 | NEW | 1.00 | 245.00 | |
| Cummins Stock (CMI) | 0.1 | $243.999000 | -5% | 35.00 | 6.97 | |
| Amgen Stock (AMGN) | 0.1 | $244.002000 | -13% | 44.00 | 5.55 | |
| Dassault Sys S A Adr | 0.1 | $244.002000 | NEW | 44.00 | 5.55 | |
| Becton Dickinson & Co Stock (BDX) | 0.1 | $243.000000 | -75% | 1.00 | 243.00 | |
| Ishares Russell 1000 Index Fund Etf (IWB) | 0.1 | $242.000000 | 4.00 | 60.50 | ||
| Iqvia Holdings Stock | 0.1 | $242.000200 | NEW | 13.00 | 18.62 | |
| Aon Stock | 0.1 | $239.000000 | 8.00 | 29.88 | ||
| Fortinet Stock | 0.1 | $238.000000 | NEW | 56.00 | 4.25 | |
| Cigna Corp Stock | 0.1 | $237.000400 | NEW | 17.00 | 13.94 | |
| Mcdonalds Corp Stock (MCD) | 0.1 | $231.000000 | -40% | 3.00 | 77.00 | |
| Heska Corp Stock (HSKA) | 0.1 | $230.000000 | 16.00 | 14.38 | ||
| Schwab Strategic Tr Us Tips Etf Us Tips Etf (SCHP) | 0.1 | $229.187500 | +10% | 3.7k | 0.06 | |
| Ishares Russell 2000 Index Fund Etf (IWM) | 0.1 | $229.000000 | -91% | 4.00 | 57.25 | |
| Verisign Stock | 0.1 | $228.001500 | NEW | 45.00 | 5.07 | |
| Vanguard Russell 2000 Growth Etf Etf (VTWG) | 0.1 | $227.000000 | 2.00 | 113.50 | ||
| Illinois Tool Wks Stock (ITW) | 0.1 | $224.000000 | -50% | 2.00 | 112.00 | |
| Snap On Stock (SNA) | 0.1 | $222.999000 | -9% | 49.00 | 4.55 | |
| Union Pac Corp Stock (UNP) | 0.1 | $220.000000 | -60% | 2.00 | 110.00 | |
| Caterpillar Inc Del Stock (CAT) | 0.1 | $218.000000 | 1.00 | 218.00 | ||
| Spdr Series Trust Portfolio Ln Tsr Etf Portfolio Ln Tsr Etf (SPTL) | 0.1 | $216.866300 | +13% | 5.3k | 0.04 | |
| Zscaler Stock (ZS) | 0.1 | $216.000000 | NEW | 45.00 | 4.80 | |
| L3harris Technologies Stock (LHX) | 0.1 | $216.000000 | NEW | 1.00 | 216.00 | |
| Novavax Stock | 0.1 | $212.000000 | 1.00 | 212.00 | ||
| United Parcel Service Stock (UPS) | 0.1 | $208.000000 | 2.00 | 104.00 | ||
| Icon Pub Stock | 0.1 | $206.999100 | NEW | 63.00 | 3.29 | |
| Hca Holdings Stock (HCA) | 0.1 | $207.000000 | -15% | 16.00 | 12.94 | |
| Steris Plc Shs Usd Stock | 0.1 | $206.000000 | NEW | 16.00 | 12.88 | |
| Nxp Semiconductors N V Stock (NXPI) | 0.1 | $205.999200 | -25% | 66.00 | 3.12 | |
| Ferrari N V Stock (RACE) | 0.1 | $205.999200 | NEW | 33.00 | 6.24 | |
| Baidu Adr (BIDU) | 0.1 | $204.000000 | -7% | 12.00 | 17.00 | |
| Vertex Pharmaceuticals Stock (VRTX) | 0.1 | $201.999700 | -36% | 7.00 | 28.86 | |
| Lhc Group Stock (LHCG) | 0.1 | $200.000000 | 1.00 | 200.00 | ||
| Price T Rowe Group Stock (TROW) | 0.1 | $198.001800 | -11% | 54.00 | 3.67 | |
| Spdr Series Trust Spdr Bloomberg Etf Spdr Bloomberg Etf (BIL) | 0.1 | $197.888600 | +55% | 2.2k | 0.09 | |
| Qorvo Stock (QRVO) | 0.1 | $196.000000 | NEW | 2.00 | 98.00 | |
| Caseys Gen Stores Stock (CASY) | 0.1 | $195.000000 | -50% | 2.00 | 97.50 | |
| Lowes Cos Stock (LOW) | 0.1 | $194.000800 | -9% | 49.00 | 3.96 | |
| Mohawk Inds Stock (MHK) | 0.1 | $191.999500 | -6% | 55.00 | 3.49 | |
| Mckesson Corporation Stock (MCK) | 0.1 | $190.998600 | -33% | 47.00 | 4.06 | |
| Pnc Financial Services Group Stock (PNC) | 0.1 | $190.999800 | -10% | 9.00 | 21.22 | |
| First Rep Bk San Fran Cali Stock (FRC) | 0.1 | $187.002000 | -8% | 45.00 | 4.16 | |
| F5 Networks Stock (FFIV) | 0.1 | $187.000000 | -6% | 44.00 | 4.25 | |
| Tractor Supply Stock (TSCO) | 0.1 | $186.000000 | -60% | 2.00 | 93.00 | |
| Guggenheim S&p 500 Pure Growth Etf Etf (RPG) | 0.1 | $184.000000 | NEW | 2.00 | 92.00 | |
| Alexion Pharmaceuticals Stock | 0.1 | $184.000300 | -35% | 11.00 | 16.73 | |
| Enphase Energy Stock (ENPH) | 0.1 | $184.000300 | -50% | 11.00 | 16.73 | |
| Vanguard Materials Index Fund Etf (VAW) | 0.1 | $181.000000 | 1.00 | 181.00 | ||
| Clorox Co Del Stock (CLX) | 0.1 | $179.999600 | -12% | 44.00 | 4.09 | |
| United Therapeutics Corp Del Stock (UTHR) | 0.1 | $178.999200 | -21% | 18.00 | 9.94 | |
| Consumer Discretionary Select Sector Spd Etf (XLY) | 0.1 | $178.993800 | +122% | 243.00 | 0.74 | |
| Mks Instrument Stock (MKSI) | 0.1 | $178.000000 | -60% | 2.00 | 89.00 | |
| Jazz Pharmaceuticals Stock (JAZZ) | 0.1 | $178.000000 | -74% | 8.00 | 22.25 | |
| Medpace Hldgs Stock (MEDP) | 0.1 | $177.000600 | +600% | 21.00 | 8.43 | |
| Nasdaq Omx Group Stock (NDAQ) | 0.1 | $175.999800 | -40% | 6.00 | 29.33 | |
| Ishares Msci Usa Momentum Factor Etf Etf (MTUM) | 0.1 | $173.000000 | NEW | 20.00 | 8.65 | |
| First Trust Nyse Arca Biotechnology Inde Etf | 0.1 | $173.000000 | NEW | 5.00 | 34.60 | |
| Modivcar Stock (MODV) | 0.1 | $169.999200 | NEW | 21.00 | 8.10 | |
| Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) | 0.1 | $168.014400 | +5% | 426.00 | 0.39 | |
| Pra Health Sciences Stock | 0.1 | $165.000000 | +900% | 20.00 | 8.25 | |
| American Express Stock (AXP) | 0.1 | $165.000400 | -8% | 82.00 | 2.01 | |
| Henry Jack & Assoc Stock (JKHY) | 0.1 | $164.000700 | -10% | 51.00 | 3.22 | |
| Guggenheim S&p 500 Equal Weight Material Etf (RTM) | 0.1 | $164.000200 | NEW | 7.00 | 23.43 | |
| Guggenheim S&p 500 Equal Weight Consumer Etf (RCD) | 0.1 | $161.000000 | NEW | 14.00 | 11.50 | |
| Concentrix Corp Stock (CNXC) | 0.1 | $161.000000 | NEW | 2.00 | 80.50 | |
| Zimmer Hldgs Stock | 0.1 | $161.000000 | NEW | 1.00 | 161.00 | |
| Chubb Stock | 0.1 | $159.000000 | NEW | 60.00 | 2.65 | |
| J P Morgan Chase & Co Stock (JPM) | 0.1 | $156.001200 | -7% | 71.00 | 2.20 | |
| Staar Surgical Stock (STAA) | 0.1 | $152.999000 | 22.00 | 6.95 | ||
| Celanese Corp Del Stock (CE) | 0.1 | $152.000100 | -50% | 3.00 | 50.67 | |
| Omnicell Stock (OMCL) | 0.1 | $150.999200 | 22.00 | 6.86 | ||
| Eaton Corp Plc Shares Stock (ETN) | 0.1 | $148.002000 | NEW | 68.00 | 2.18 | |
| Guggenheim S&p 500 Equal Weight Consumer Etf | 0.1 | $147.999600 | NEW | 28.00 | 5.29 | |
| Technology Select Sector Spdr Fund Etf (XLK) | 0.1 | $147.999900 | -98% | 3.00 | 49.33 | |
| International Business Machs Stock (IBM) | 0.1 | $147.000000 | -33% | 2.00 | 73.50 | |
| Darden Restaurants Stock (DRI) | 0.1 | $146.000000 | -60% | 2.00 | 73.00 | |
| Universal Hlth Svcs Stock (UHS) | 0.1 | $146.000000 | +21% | 80.00 | 1.82 | |
| Vanguard Russell 2000 Value Etf Etf (VTWV) | 0.1 | $144.999900 | 3.00 | 48.33 | ||
| ISHARES BARCLAYS 20plus YEAR TREASURY BOND Etf (TLT) | 0.1 | $143.996800 | -11% | 272.00 | 0.53 | |
| Qualcomm Stock (QCOM) | 0.1 | $143.000200 | -36% | 7.00 | 20.43 | |
| Fidelity Natl Information Stock (FIS) | 0.1 | $142.000000 | -66% | 2.00 | 71.00 | |
| Marsh & Mclennan Cos Stock (MMC) | 0.1 | $141.000300 | -10% | 9.00 | 15.67 | |
| Aptargroup Stock (ATR) | 0.1 | $141.000000 | -50% | 3.00 | 47.00 | |
| Gallagher Arthur J & Co Stock (AJG) | 0.1 | $140.000100 | -57% | 3.00 | 46.67 | |
| Vanguard Utilities Index Fund Etf (VPU) | 0.1 | $139.000000 | -80% | 5.00 | 27.80 | |
| Appian Corp Cl A Stock (APPN) | 0.1 | $138.000000 | NEW | 10.00 | 13.80 | |
| Conmed Corp Stock (CNMD) | 0.1 | $136.999200 | +1100% | 24.00 | 5.71 | |
| At&t (T) | 0.1 | $135.129600 | 4.7k | 0.03 | ||
| Spdr S&p Biotech Etf Etf (XBI) | 0.1 | $135.000700 | 19.00 | 7.11 | ||
| Packaging Corp Amer Stock (PKG) | 0.1 | $135.000000 | -98% | 1.00 | 135.00 | |
| Vanguard Extended Duration Treasury Inde Etf (EDV) | 0.1 | $135.000000 | 18.00 | 7.50 | ||
| Kimberly Clark Corp Stock (KMB) | 0.1 | $133.997500 | -9% | 65.00 | 2.06 | |
| Corvel Corp Stock (CRVL) | 0.1 | $134.000000 | -93% | 2.00 | 67.00 | |
| Teradyne Stock (TER) | 0.1 | $134.000800 | -7% | 59.00 | 2.27 | |
| Ishares Iboxx $ Investment Grade Corpora Etf (LQD) | 0.1 | $134.008900 | -31% | 251.00 | 0.53 | |
| Quest Diagnostics Stock (DGX) | 0.1 | $132.000000 | -55% | 4.00 | 33.00 | |
| Ascendis Pharma A S Adr | 0.1 | $132.001600 | NEW | 34.00 | 3.88 | |
| Ark Innovation Etf Etf | 0.1 | $131.005700 | NEW | 553.00 | 0.24 | |
| Dte Energy Stock (DTE) | 0.1 | $130.000000 | -66% | 2.00 | 65.00 | |
| Agco Corp Stock (AGCO) | 0.1 | $129.999900 | -57% | 3.00 | 43.33 | |
| Smucker J M Stock (SJM) | 0.1 | $130.001000 | -7% | 71.00 | 1.83 | |
| Elbit Sys Stock (ESLT) | 0.1 | $130.000200 | -45% | 33.00 | 3.94 | |
| Ishares Barclays Tips Bond Fund Etf (TIP) | 0.1 | $127.999200 | -10% | 228.00 | 0.56 | |
| Expeditors Intl Wash Stock (EXPD) | 0.1 | $127.000000 | 2.00 | 63.50 | ||
| Pinduoduo Adr | 0.1 | $127.000000 | NEW | 5.00 | 25.40 | |
| Genuine Parts Stock (GPC) | 0.1 | $125.997200 | NEW | 68.00 | 1.85 | |
| Nestles Sa Adr | 0.1 | $125.000000 | NEW | 2.00 | 62.50 | |
| Synnex Corp Stock (SNX) | 0.1 | $122.000100 | -62% | 3.00 | 40.67 | |
| Logitech International S A Adr (LOGI) | 0.1 | $120.999000 | -33% | 159.00 | 0.76 | |
| Credicorp Stock (BAP) | 0.1 | $121.000000 | -16% | 5.00 | 24.20 | |
| Tdk Corp Adr (TTDKY) | 0.1 | $121.000000 | NEW | 5.00 | 24.20 | |
| Davita Stock (DVA) | 0.1 | $119.999600 | -12% | 28.00 | 4.29 | |
| Wisdomtree Largecap Dividend Fund Etf (DLN) | 0.1 | $120.000000 | 3.00 | 40.00 | ||
| Taiwan Semiconductor Mfg Adr (TSM) | 0.1 | $119.995800 | -8% | 86.00 | 1.40 | |
| Ishares S&p Global Industrials Sector In Etf (EXI) | 0.1 | $119.000000 | 5.00 | 23.80 | ||
| Intercontinentalexchange Stock | 0.1 | $118.998600 | NEW | 58.00 | 2.05 | |
| Fidelity Msci Information Technology Etf (FTEC) | 0.0 | $118.001000 | -39% | 26.00 | 4.54 | |
| Citrix Sys Stock (CTXS) | 0.0 | $116.997300 | -7% | 63.00 | 1.86 | |
| U S Physical Therapy Stock (USPH) | 0.0 | $115.999000 | -3% | 26.00 | 4.46 | |
| Ishares Barclays 7-10 Year Treasury Bond Etf (IEF) | 0.0 | $115.011000 | -11% | 234.00 | 0.49 | |
| Ishares Russell Midcap Value Index Fund Etf (IWS) | 0.0 | $115.000000 | -63% | 4.00 | 28.75 | |
| Best Buy Stock (BBY) | 0.0 | $114.997500 | -15% | 75.00 | 1.53 | |
| Arrow Electrs Stock (ARW) | 0.0 | $114.000000 | -57% | 3.00 | 38.00 | |
| Amerisourcebergen Corp Stock | 0.0 | $114.000000 | NEW | 76.00 | 1.50 | |
| Ishares S&p Smallcap 600 Index Fund Etf (IJR) | 0.0 | $113.001700 | -7% | 37.00 | 3.05 | |
| Ishares Russell Midcap Growth Index Fund Etf (IWP) | 0.0 | $113.000100 | 3.00 | 37.67 | ||
| Abbvie Stock (ABBV) | 0.0 | $113.000000 | 2.00 | 56.50 | ||
| Endava Plc Ads Adr (DAVA) | 0.0 | $113.000000 | NEW | 40.00 | 2.83 | |
| Ishares Jpmorgan Usd Emerging Markets Bo Etf (EMB) | 0.0 | $112.000000 | +9900% | 100.00 | 1.12 | |
| Ishares Barclays Short Treasury Bond Fun Etf (SHV) | 0.0 | $110.000700 | 131.00 | 0.84 | ||
| Republic Svcs Stock (RSG) | 0.0 | $110.000000 | -55% | 4.00 | 27.50 | |
| Catalent Stock | 0.0 | $108.000000 | NEW | 4.00 | 27.00 | |
| Paychex Stock (PAYX) | 0.0 | $107.001000 | -7% | 90.00 | 1.19 | |
| Ssga Active Etf Tr Incom Allo Etf Incom Allo Etf (INKM) | 0.0 | $105.967500 | 3.0k | 0.04 | ||
| Edwards Lifesciences Corp Stock | 0.0 | $104.000000 | NEW | 2.00 | 52.00 | |
| Vanguard Long-term Bond Index Fund Etf (BLV) | 0.0 | $103.002900 | -10% | 273.00 | 0.38 | |
| Lyondellbasell Industries N V Shs - A - Stock (LYB) | 0.0 | $103.000000 | +150% | 5.00 | 20.60 | |
| Guggenheim S&p 500 Equal Weight Utilitie Etf (RYU) | 0.0 | $103.000300 | NEW | 13.00 | 7.92 |
Past Filings by Sofos Investments
SEC 13F filings are viewable for Sofos Investments going back to 2018
- Sofos Investments 2021 Q2 filed Aug. 11, 2021
- Sofos Investments 2021 Q1 filed May 17, 2021
- Sofos Investments 2020 Q4 filed Feb. 16, 2021
- Sofos Investments 2020 Q2 filed Aug. 13, 2020
- Sofos Investments 2020 Q1 filed May 12, 2020
- Sofos Investments 2019 Q4 filed Feb. 28, 2020
- Financial Gravity Wealth 2019 Q3 filed Oct. 15, 2019
- Financial Gravity Wealth 2019 Q2 filed July 26, 2019
- Financial Gravity Wealth 2019 Q1 filed April 19, 2019
- Financial Gravity Wealth 2018 Q3 filed Oct. 31, 2018
- Financial Gravity Wealth 2018 Q2 filed Aug. 14, 2018
- Financial Gravity Wealth 2018 Q1 filed May 23, 2018