Hefty Wealth Partners
Latest statistics and disclosures from Hefty Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITOT, Powershares Exchange, URTH, IUSB, GSLC, and represent 21.09% of Hefty Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: XLF, IUSB, URTH, XLV, XLE, HBI, CVS, LVHD, SABR, CINF.
- Started 41 new stock positions in SPMD, TSN, SPY, Corporate Capital Trust, SPIB, EWK, CCL, ORI, IHF, XRT.
- Reduced shares in these 10 stocks: AGG (-$5.8M), BNDX (-$5.6M), , , , VFC, CSCO, SHM, UNH, GD.
- Sold out of its positions in BP, BFK, MVT, CME, Ca, CNP, CC, DRI, Dr Pepper Snapple, EIX.
- Hefty Wealth Partners was a net seller of stock by $-4.2M.
- Hefty Wealth Partners has $155M in assets under management (AUM), dropping by -3.85%.
- Central Index Key (CIK): 0001674672
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Portfolio Holdings for Hefty Wealth Partners
Hefty Wealth Partners holds 239 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares S&P 1500 Index Fund (ITOT) | 6.2 | $9.6M | -4% | 158k | 60.46 |
|
| Powershares Exchange | 4.5 | $7.0M | 157k | 44.79 |
|
|
| Ishares Inc msci world idx (URTH) | 4.2 | $6.5M | +64% | 75k | 87.13 |
|
| Ishares Tr core tl usd bd (IUSB) | 3.5 | $5.4M | +93% | 109k | 49.94 |
|
| Goldman Sachs Etf Tr (GSLC) | 2.7 | $4.2M | +21% | 78k | 53.40 |
|
| Powershares Etf Tr Ii s&p600 lovl pt | 2.2 | $3.5M | 78k | 45.02 |
|
|
| iShares S&P 500 Index (IVV) | 2.2 | $3.4M | +21% | 13k | 265.40 |
|
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 2.2 | $3.4M | -20% | 40k | 83.57 |
|
| SPDR S&P Dividend (SDY) | 2.2 | $3.4M | -6% | 37k | 91.20 |
|
| Vanguard Mid-Cap ETF (VO) | 2.0 | $3.2M | -6% | 21k | 154.20 |
|
| Ishares Tr usa min vo (USMV) | 2.0 | $3.2M | +25% | 61k | 51.93 |
|
| Vanguard Large-Cap ETF (VV) | 2.0 | $3.1M | +13% | 26k | 121.20 |
|
| Ishares Tr fltg rate nt (FLOT) | 2.0 | $3.1M | 61k | 50.93 |
|
|
| Materials SPDR (XLB) | 1.9 | $3.0M | -12% | 52k | 56.94 |
|
| Financial Select Sector SPDR (XLF) | 1.9 | $2.9M | NEW | 104k | 27.57 |
|
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 1.8 | $2.9M | +4% | 26k | 108.94 |
|
| Nuveen Barclays Shrt Term Muni bdfund (SHM) | 1.8 | $2.8M | -33% | 60k | 47.82 |
|
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 1.8 | $2.8M | +19% | 86k | 33.01 |
|
| Vanguard High Dividend Yield ETF (VYM) | 1.7 | $2.6M | +8% | 32k | 82.50 |
|
| Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf | 1.6 | $2.5M | -26% | 108k | 23.53 |
|
| Health Care SPDR (XLV) | 1.6 | $2.5M | NEW | 31k | 81.39 |
|
| Energy Select Sector SPDR (XLE) | 1.5 | $2.4M | NEW | 35k | 67.41 |
|
| Doubleline Total Etf etf (TOTL) | 1.5 | $2.4M | +2% | 49k | 47.97 |
|
| Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 1.5 | $2.4M | -21% | 50k | 48.03 |
|
| Legg Mason Etf Equity Tr low divi etf (LVHD) | 1.5 | $2.3M | +160% | 79k | 29.56 |
|
| WisdomTree LargeCap Dividend Fund (DLN) | 1.5 | $2.3M | -4% | 26k | 88.49 |
|
| iShares Russell 3000 Value Index (IUSV) | 1.3 | $2.0M | 38k | 53.11 |
|
|
| WisdomTree Emerging Markets Eq (DEM) | 1.3 | $2.0M | +21% | 42k | 47.81 |
|
| iShares Russell Midcap Index Fund (IWR) | 1.3 | $2.0M | +2% | 9.5k | 206.49 |
|
| CVS Caremark Corporation (CVS) | 1.2 | $1.8M | +526% | 29k | 62.22 |
|
| Hanesbrands (HBI) | 1.1 | $1.7M | NEW | 93k | 18.42 |
|
| Vanguard Small-Cap ETF (VB) | 0.9 | $1.4M | -9% | 9.6k | 146.87 |
|
| Vanguard Mid-Cap Value ETF (VOE) | 0.9 | $1.4M | 13k | 109.40 |
|
|
| Interpublic Group of Companies (IPG) | 0.9 | $1.4M | +108% | 60k | 23.02 |
|
| Consumer Staples Select Sect. SPDR (XLP) | 0.9 | $1.3M | -4% | 25k | 52.64 |
|
| Sabre (SABR) | 0.8 | $1.3M | NEW | 62k | 21.45 |
|
| Cincinnati Financial Corporation (CINF) | 0.8 | $1.3M | NEW | 17k | 74.28 |
|
| WisdomTree MidCap Dividend Fund (DON) | 0.8 | $1.3M | -26% | 37k | 34.11 |
|
| Abbvie (ABBV) | 0.8 | $1.2M | +2038% | 13k | 94.68 |
|
| Wisdomtree Tr itl hdg div gt (IHDG) | 0.8 | $1.2M | +3% | 40k | 30.88 |
|
| Carnival Corporation (CCL) | 0.8 | $1.2M | NEW | 19k | 65.56 |
|
| Old Republic International Corporation (ORI) | 0.8 | $1.2M | NEW | 55k | 21.45 |
|
| American Financial (AFG) | 0.7 | $1.1M | NEW | 10k | 112.21 |
|
| Horizon Ban (HBNC) | 0.7 | $1.1M | -2% | 36k | 30.01 |
|
| Fnf (FNF) | 0.7 | $1.1M | NEW | 27k | 40.02 |
|
| First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.7 | $1.1M | 37k | 28.70 |
|
|
| Western Digital (WDC) | 0.6 | $989k | NEW | 11k | 92.27 |
|
| Ishares Tr unit | 0.6 | $986k | +2% | 26k | 37.70 |
|
| Ishares Inc em mkt min vol (EEMV) | 0.6 | $985k | +5% | 16k | 62.32 |
|
| Eastman Chemical Company (EMN) | 0.6 | $969k | NEW | 9.2k | 105.57 |
|
| iShares Russell 2000 Index (IWM) | 0.6 | $962k | +2% | 6.3k | 151.83 |
|
| Global X Fds | 0.6 | $893k | 73k | 12.26 |
|
|
| iShares MSCI Belgium Investable Mkt (EWK) | 0.6 | $880k | NEW | 41k | 21.34 |
|
| Ishares Trust Msci China msci china idx (MCHI) | 0.6 | $889k | NEW | 13k | 68.60 |
|
| iShares MSCI Hong Kong Index Fund (EWH) | 0.6 | $866k | NEW | 34k | 25.32 |
|
| Ishares Msci Japan (EWJ) | 0.6 | $876k | NEW | 14k | 60.67 |
|
| Coca-Cola Company (KO) | 0.6 | $850k | +1925% | 20k | 43.45 |
|
| Omni (OMC) | 0.6 | $852k | +183% | 12k | 72.65 |
|
| iShares MSCI Sweden Index (EWD) | 0.6 | $857k | NEW | 26k | 33.48 |
|
| Pfizer (PFE) | 0.5 | $838k | +12398% | 24k | 35.47 |
|
| Amgen (AMGN) | 0.5 | $827k | NEW | 4.9k | 170.52 |
|
| Oracle Corporation (ORCL) | 0.5 | $820k | +14478% | 18k | 45.73 |
|
| TJX Companies (TJX) | 0.5 | $812k | -14% | 10k | 81.55 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $774k | +4133% | 10k | 74.62 |
|
| iShares S&P Latin America 40 Index (ILF) | 0.5 | $760k | NEW | 20k | 37.57 |
|
| International Business Machines (IBM) | 0.5 | $750k | -13% | 4.9k | 153.34 |
|
| Ford Motor Company (F) | 0.5 | $751k | NEW | 68k | 11.08 |
|
| United Technologies Corporation | 0.5 | $720k | 5.7k | 125.85 |
|
|
| Goldman Sachs Etf Tr treasuryaccess (GBIL) | 0.5 | $703k | NEW | 7.0k | 100.04 |
|
| Starbucks Corporation (SBUX) | 0.4 | $682k | +15831% | 12k | 57.85 |
|
| Walt Disney Company (DIS) | 0.4 | $672k | -21% | 6.7k | 100.40 |
|
| Foot Locker (FL) | 0.4 | $663k | NEW | 15k | 45.51 |
|
| iShares Lehman Aggregate Bond (AGG) | 0.4 | $670k | -89% | 6.2k | 107.32 |
|
| Home Depot (HD) | 0.4 | $636k | +6383% | 3.6k | 178.35 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $637k | -42% | 1.9k | 338.11 |
|
| Tyson Foods (TSN) | 0.3 | $550k | NEW | 7.5k | 73.22 |
|
| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.3 | $542k | NEW | 17k | 32.80 |
|
| iShares S&P MidCap 400 Growth (IJK) | 0.3 | $477k | 2.2k | 218.31 |
|
|
| Corporate Capital Trust | 0.3 | $447k | NEW | 26k | 16.91 |
|
| iShares MSCI EAFE Index Fund (EFA) | 0.3 | $412k | -62% | 5.9k | 69.64 |
|
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.2 | $368k | NEW | 3.4k | 107.10 |
|
| SPDR DJ Wilshire Mid Cap (SPMD) | 0.2 | $319k | NEW | 9.6k | 33.11 |
|
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $228k | +4% | 1.2k | 190.32 |
|
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.1 | $239k | NEW | 8.0k | 29.90 |
|
| SPDR S&P Emerging Markets (SPEM) | 0.1 | $215k | NEW | 5.5k | 39.33 |
|
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $209k | -23% | 4.4k | 47.05 |
|
| iShares MSCI EAFE Growth Index (EFG) | 0.1 | $196k | +203% | 2.4k | 80.29 |
|
| Cardinal Health (CAH) | 0.1 | $187k | NEW | 3.0k | 62.77 |
|
| V.F. Corporation (VFC) | 0.1 | $194k | -89% | 2.6k | 74.30 |
|
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.1 | $179k | NEW | 2.2k | 81.85 |
|
| Boeing Company (BA) | 0.1 | $167k | 510.00 | 327.45 |
|
|
| Vanguard Value ETF (VTV) | 0.1 | $174k | -17% | 1.7k | 103.20 |
|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $169k | 4.5k | 37.50 |
|
|
| FedEx Corporation (FDX) | 0.1 | $162k | +7% | 675.00 | 240.00 |
|
| Microsoft Corporation (MSFT) | 0.1 | $145k | 1.6k | 91.37 |
|
|
| Apple (AAPL) | 0.1 | $135k | 804.00 | 167.91 |
|
|
| Stryker Corporation (SYK) | 0.1 | $133k | 829.00 | 160.43 |
|
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| iShares MSCI ACWI Index Fund (ACWI) | 0.1 | $138k | 1.9k | 71.91 |
|
|
| Lincoln National Corporation (LNC) | 0.1 | $117k | 1.6k | 73.12 |
|
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| Vanguard Growth ETF (VUG) | 0.1 | $118k | -20% | 831.00 | 142.00 |
|
| McDonald's Corporation (MCD) | 0.1 | $109k | 696.00 | 156.61 |
|
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| Illinois Tool Works (ITW) | 0.1 | $101k | 646.00 | 156.35 |
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| General Dynamics Corporation (GD) | 0.1 | $107k | -90% | 485.00 | 220.62 |
|
| Wisdomtree Tr brclys us aggr (AGGY) | 0.1 | $112k | NEW | 2.3k | 49.51 |
|
| PPG Industries (PPG) | 0.1 | $98k | -10% | 882.00 | 111.11 |
|
| Intel Corporation (INTC) | 0.1 | $95k | 1.8k | 52.23 |
|
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| Analog Devices (ADI) | 0.1 | $86k | 949.00 | 90.62 |
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| Raytheon Company | 0.1 | $90k | 416.00 | 216.35 |
|
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| Honeywell International (HON) | 0.1 | $100k | 692.00 | 144.51 |
|
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| Nextera Energy (NEE) | 0.1 | $93k | 571.00 | 162.87 |
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| Steel Dynamics (STLD) | 0.1 | $86k | 1.9k | 44.33 |
|
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| PowerShares Preferred Portfolio | 0.1 | $88k | 6.0k | 14.59 |
|
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| PowerShares Fin. Preferred Port. | 0.1 | $92k | 4.9k | 18.60 |
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|
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $89k | 86.00 | 1034.88 |
|
|
| Ishares Tr core intl aggr (IAGG) | 0.1 | $92k | NEW | 1.7k | 52.60 |
|
| Wal-Mart Stores (WMT) | 0.1 | $80k | +15% | 902.00 | 88.69 |
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| Johnson & Johnson (JNJ) | 0.1 | $84k | -90% | 658.00 | 127.66 |
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| Bristol Myers Squibb (BMY) | 0.1 | $76k | 1.2k | 63.55 |
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| 3M Company (MMM) | 0.1 | $80k | -17% | 365.00 | 219.18 |
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| Automatic Data Processing (ADP) | 0.1 | $85k | 749.00 | 113.48 |
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| Becton, Dickinson and (BDX) | 0.1 | $84k | 388.00 | 216.49 |
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| Target Corporation (TGT) | 0.1 | $84k | -78% | 1.2k | 69.36 |
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| Rite Aid Corporation | 0.1 | $79k | 47k | 1.67 |
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| Church & Dwight (CHD) | 0.1 | $80k | 1.6k | 50.51 |
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| Caterpillar (CAT) | 0.0 | $59k | 400.00 | 147.50 |
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| CSX Corporation (CSX) | 0.0 | $60k | 1.1k | 55.56 |
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| Norfolk Southern (NSC) | 0.0 | $64k | 472.00 | 135.59 |
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| W.W. Grainger (GWW) | 0.0 | $62k | 220.00 | 281.82 |
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| AFLAC Incorporated (AFL) | 0.0 | $62k | +100% | 1.4k | 43.85 |
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| Air Products & Chemicals (APD) | 0.0 | $58k | 365.00 | 158.90 |
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| American Electric Power Company (AEP) | 0.0 | $62k | 900.00 | 68.89 |
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| J.M. Smucker Company (SJM) | 0.0 | $63k | 511.00 | 123.29 |
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| iShares S&P 500 Value Index (IVE) | 0.0 | $64k | -7% | 585.00 | 109.40 |
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| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $65k | -20% | 504.00 | 128.97 |
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| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $55k | 319.00 | 172.41 |
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| iShares Russell 3000 Growth Index (IUSG) | 0.0 | $58k | -19% | 1.1k | 54.82 |
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| Vanguard Mega Cap 300 Index (MGC) | 0.0 | $60k | -19% | 661.00 | 90.77 |
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| Spdr Ser Tr barc 1-10yrtip (TIPX) | 0.0 | $56k | NEW | 2.9k | 19.28 |
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| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.0 | $65k | -18% | 613.00 | 106.04 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $47k | -78% | 1.1k | 43.80 |
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| Chevron Corporation (CVX) | 0.0 | $43k | 377.00 | 114.06 |
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| General Electric Company | 0.0 | $54k | -72% | 4.0k | 13.50 |
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| At&t (T) | 0.0 | $52k | -84% | 1.5k | 35.86 |
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| Emerson Electric (EMR) | 0.0 | $45k | 652.00 | 69.02 |
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| Allstate Corporation (ALL) | 0.0 | $39k | 407.00 | 95.82 |
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| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $39k | -80% | 496.00 | 78.63 |
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| SPDR KBW Bank (KBE) | 0.0 | $44k | -23% | 915.00 | 48.09 |
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| iShares Dow Jones US Health Care (IHF) | 0.0 | $48k | NEW | 306.00 | 156.86 |
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| iShares Dow Jones Select Dividend (DVY) | 0.0 | $40k | -22% | 416.00 | 96.15 |
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| iShares Russell Microcap Index (IWC) | 0.0 | $39k | -22% | 405.00 | 96.30 |
|
| Vanguard Consumer Staples ETF (VDC) | 0.0 | $44k | NEW | 326.00 | 134.97 |
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| Vanguard Industrials ETF (VIS) | 0.0 | $42k | -23% | 299.00 | 140.47 |
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| Duke Energy (DUK) | 0.0 | $45k | -2% | 578.00 | 77.85 |
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| Anthem (ELV) | 0.0 | $48k | -95% | 217.00 | 221.20 |
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| Broadridge Financial Solutions (BR) | 0.0 | $35k | 320.00 | 109.38 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $25k | 229.00 | 109.17 |
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| Western Union Company (WU) | 0.0 | $28k | -96% | 1.4k | 19.40 |
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| Dominion Resources (D) | 0.0 | $24k | 353.00 | 67.99 |
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| AGCO Corporation (AGCO) | 0.0 | $32k | 500.00 | 64.00 |
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| ConocoPhillips (COP) | 0.0 | $27k | 452.00 | 59.73 |
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| General Mills (GIS) | 0.0 | $25k | 558.00 | 44.80 |
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| Qualcomm (QCOM) | 0.0 | $28k | -95% | 499.00 | 56.11 |
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| SPDR S&P Retail (XRT) | 0.0 | $37k | NEW | 827.00 | 44.74 |
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| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $30k | -23% | 231.00 | 129.87 |
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| Bank of America Corporation (BAC) | 0.0 | $16k | -98% | 529.00 | 30.25 |
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| Abbott Laboratories (ABT) | 0.0 | $21k | 346.00 | 60.69 |
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| Spdr S&p 500 Etf (SPY) | 0.0 | $14k | NEW | 52.00 | 269.23 |
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| Cisco Systems (CSCO) | 0.0 | $22k | -98% | 524.00 | 41.98 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $9.0k | 27.00 | 333.33 |
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| Union Pacific Corporation (UNP) | 0.0 | $8.0k | 58.00 | 137.93 |
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| Verizon Communications (VZ) | 0.0 | $9.0k | -98% | 180.00 | 50.00 |
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| Pepsi (PEP) | 0.0 | $10k | 96.00 | 104.17 |
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| Philip Morris International (PM) | 0.0 | $8.0k | 84.00 | 95.24 |
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| Procter & Gamble Company (PG) | 0.0 | $12k | -76% | 152.00 | 78.95 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $15k | 146.00 | 102.74 |
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| Shire | 0.0 | $8.0k | 53.00 | 150.94 |
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| Pool Corporation (POOL) | 0.0 | $15k | 104.00 | 144.23 |
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| Westar Energy | 0.0 | $16k | 313.00 | 51.12 |
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| Xcel Energy (XEL) | 0.0 | $12k | 253.00 | 47.43 |
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| Axis Capital Holdings (AXS) | 0.0 | $12k | 215.00 | 55.81 |
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| Penske Automotive (PAG) | 0.0 | $17k | 390.00 | 43.59 |
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| Marathon Oil Corporation (MRO) | 0.0 | $19k | 1.2k | 16.07 |
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| Meredith Corporation | 0.0 | $10k | 184.00 | 54.35 |
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| Enterprise Products Partners (EPD) | 0.0 | $22k | 905.00 | 24.31 |
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| Cinemark Holdings (CNK) | 0.0 | $10k | 266.00 | 37.59 |
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| Intuit (INTU) | 0.0 | $8.0k | 44.00 | 181.82 |
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| UGI Corporation (UGI) | 0.0 | $14k | 307.00 | 45.60 |
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| Pinnacle West Capital Corporation (PNW) | 0.0 | $20k | 250.00 | 80.00 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $12k | -96% | 185.00 | 64.86 |
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| Crown Castle Intl (CCI) | 0.0 | $8.0k | 72.00 | 111.11 |
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| Hp (HPQ) | 0.0 | $9.0k | 433.00 | 20.79 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $8.0k | 433.00 | 18.48 |
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| Snap Inc cl a (SNAP) | 0.0 | $14k | NEW | 895.00 | 15.64 |
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| Comcast Corporation (CMCSA) | 0.0 | $5.0k | -98% | 154.00 | 32.47 |
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| PNC Financial Services (PNC) | 0.0 | $6.0k | -67% | 40.00 | 150.00 |
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| Ameriprise Financial (AMP) | 0.0 | $4.0k | 30.00 | 133.33 |
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| Costco Wholesale Corporation (COST) | 0.0 | $4.0k | 23.00 | 173.91 |
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| Monsanto Company | 0.0 | $3.0k | 23.00 | 130.43 |
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| Baxter International (BAX) | 0.0 | $6.0k | 97.00 | 61.86 |
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| Incyte Corporation (INCY) | 0.0 | $2.0k | 19.00 | 105.26 |
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| Sherwin-Williams Company (SHW) | 0.0 | $6.0k | 16.00 | 375.00 |
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| Travelers Companies (TRV) | 0.0 | $6.0k | -77% | 40.00 | 150.00 |
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| Wells Fargo & Company (WFC) | 0.0 | $7.0k | -99% | 140.00 | 50.00 |
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| Molson Coors Brewing Company (TAP) | 0.0 | $4.0k | 58.00 | 68.97 |
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| Harris Corporation | 0.0 | $7.0k | 45.00 | 155.56 |
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| International Paper Company (IP) | 0.0 | $4.0k | -97% | 70.00 | 57.14 |
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| Gartner (IT) | 0.0 | $3.0k | 23.00 | 130.43 |
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| Merck & Co (MRK) | 0.0 | $3.0k | -87% | 58.00 | 51.72 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $5.0k | 72.00 | 69.44 |
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| UnitedHealth (UNH) | 0.0 | $3.0k | -99% | 15.00 | 200.00 |
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| Danaher Corporation (DHR) | 0.0 | $4.0k | 41.00 | 97.56 |
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| Henry Schein (HSIC) | 0.0 | $2.0k | 30.00 | 66.67 |
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| Msci (MSCI) | 0.0 | $6.0k | 42.00 | 142.86 |
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| Chesapeake Energy Corporation | 0.0 | $2.0k | 824.00 | 2.43 |
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| Roper Industries (ROP) | 0.0 | $3.0k | 12.00 | 250.00 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $4.0k | 42.00 | 95.24 |
|
|
| Varian Medical Systems | 0.0 | $3.0k | 24.00 | 125.00 |
|
|
| Delta Air Lines (DAL) | 0.0 | $4.0k | 81.00 | 49.38 |
|
|
| Amdocs Ltd ord (DOX) | 0.0 | $3.0k | 40.00 | 75.00 |
|
|
| Amphenol Corporation (APH) | 0.0 | $4.0k | 42.00 | 95.24 |
|
|
| ON Semiconductor (ON) | 0.0 | $3.0k | 116.00 | 25.86 |
|
|
| MetLife (MET) | 0.0 | $6.0k | -24% | 126.00 | 47.62 |
|
| Celgene Corporation | 0.0 | $5.0k | 54.00 | 92.59 |
|
|
| Tor Dom Bk Cad (TD) | 0.0 | $2.0k | 32.00 | 62.50 |
|
|
| Sensata Technologies Hldg Bv | 0.0 | $3.0k | 57.00 | 52.63 |
|
|
| Nevsun Res | 0.0 | $6.0k | 2.7k | 2.24 |
|
|
| SPDR Barclays Capital Inter Term (SPTI) | 0.0 | $2.0k | NEW | 26.00 | 76.92 |
|
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.0 | $2.0k | NEW | 73.00 | 27.40 |
|
| Te Connectivity Ltd for (TEL) | 0.0 | $4.0k | 36.00 | 111.11 |
|
|
| Asml Holding (ASML) | 0.0 | $5.0k | 24.00 | 208.33 |
|
|
| Cimpress N V Shs Euro | 0.0 | $5.0k | 34.00 | 147.06 |
|
|
| Ishares Tr int dev mom fc (IMTM) | 0.0 | $7.0k | -99% | 225.00 | 31.11 |
|
| Alphabet Inc Class C cs (GOOG) | 0.0 | $7.0k | 7.00 | 1000.00 |
|
|
| Ryanair Holdings (RYAAY) | 0.0 | $3.0k | 22.00 | 136.36 |
|
|
| Alcoa (AA) | 0.0 | $4.0k | 88.00 | 45.45 |
|
|
| Arconic | 0.0 | $6.0k | 266.00 | 22.56 |
|
|
| Xerox | 0.0 | $2.0k | 76.00 | 26.32 |
|
|
| Rex Energy | 0.0 | $998.200000 | 620.00 | 1.61 |
|
|
| Cleveland-cliffs (CLF) | 0.0 | $6.0k | 900.00 | 6.67 |
|
Past Filings by Hefty Wealth Partners
SEC 13F filings are viewable for Hefty Wealth Partners going back to 2016
- Hefty Wealth Partners 2018 Q1 filed April 2, 2018
- Hefty Wealth Partners 2017 Q4 filed Jan. 3, 2018
- Hefty Wealth Partners 2017 Q3 filed Oct. 2, 2017
- Hefty Wealth Partners 2017 Q2 filed July 6, 2017
- Hefty Wealth Partners 2017 Q1 filed April 6, 2017
- Hefty Wealth Partners 2016 Q4 filed Jan. 5, 2017
- Hefty Wealth Partners 2016 Q3 filed Oct. 5, 2016
- Hefty Wealth Partners 2016 Q2 filed July 11, 2016
- Hefty Wealth Partners 2015 Q4 filed May 16, 2016
- Hefty Wealth Partners 2016 Q1 filed May 16, 2016