Institute For Wealth Management
Latest statistics and disclosures from Institute for Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AMZN, ADBE, NVDA, and represent 12.31% of Institute for Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: RAVI, IVW, IWN, IYW, FVD, DSI, EEM, SPYX, ESGU, SGEN.
- Started 39 new stock positions in NLY, VOE, DFS, VBK, SGEN, FTC, PGP, IWD, JWN, MGM.
- Reduced shares in these 10 stocks: SPY, QQQ, IWM, , , , VNQ, NWBI, DIA, XLRE.
- Sold out of its positions in PEO, BP, First Trust Value Line 100 Fund, JQC, RDS.B, SLB, XLRE, FUND, VFH, VPU. VGLT.
- Institute for Wealth Management was a net buyer of stock by $8.2M.
- Institute for Wealth Management has $503M in assets under management (AUM), dropping by 14.83%.
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Portfolio Holdings for Institute for Wealth Management
Companies in the Institute for Wealth Management portfolio as of the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 3.6 | $18M | 136k | 132.69 | ||
Microsoft Corporation (MSFT) | 2.5 | $13M | 56k | 222.42 | ||
Amazon (AMZN) | 2.2 | $11M | 3.3k | 3256.85 | ||
Adobe Systems Incorporated (ADBE) | 2.1 | $11M | 21k | 500.12 | ||
NVIDIA Corporation (NVDA) | 2.0 | $10M | -2% | 19k | 522.21 | |
Paypal Holdings (PYPL) | 1.8 | $9.0M | 39k | 234.19 | ||
Starbucks Corporation (SBUX) | 1.7 | $8.8M | 82k | 106.98 | ||
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $8.1M | -32% | 22k | 373.88 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $6.5M | 17k | 375.37 | ||
Tesla Motors (TSLA) | 1.2 | $6.2M | 8.8k | 705.68 | ||
Proshares Tr Pshs Ultra Qqq (QLD) | 1.2 | $6.1M | 53k | 115.11 | ||
Facebook Cl A (FB) | 1.2 | $6.0M | 22k | 273.16 | ||
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $5.8M | -29% | 18k | 313.76 | |
Walt Disney Company (DIS) | 1.1 | $5.5M | 30k | 181.19 | ||
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Vanguard Index Fds Growth Etf (VUG) | 1.0 | $5.1M | 20k | 253.32 | ||
Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.0 | $5.1M | 44k | 116.20 | ||
Invesco Exchange Traded Fd T Dwa Momentum (PDP) | 1.0 | $4.9M | -2% | 56k | 87.74 | |
Texas Instruments Incorporated (TXN) | 1.0 | $4.9M | 30k | 164.13 | ||
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.9 | $4.7M | 37k | 128.41 | ||
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.9 | $4.3M | -5% | 55k | 78.26 | |
Flexshares Tr Ready Acc Vari (RAVI) | 0.8 | $4.2M | +116% | 55k | 76.26 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.8 | $4.0M | +2% | 65k | 61.59 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $3.9M | +2% | 2.2k | 1752.79 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $3.9M | -2% | 11k | 343.73 | |
Square Cl A (SQ) | 0.7 | $3.7M | -2% | 17k | 217.63 | |
Lam Research Corporation (LRCX) | 0.7 | $3.6M | 7.7k | 472.23 | ||
Bristol Myers Squibb (BMY) | 0.7 | $3.5M | 56k | 62.04 | ||
Costco Wholesale Corporation (COST) | 0.7 | $3.4M | 9.0k | 376.80 | ||
Mastercard Incorporated Cl A (MA) | 0.7 | $3.3M | +8% | 9.4k | 356.96 | |
Amgen (AMGN) | 0.6 | $3.2M | -2% | 14k | 229.88 | |
Ishares Tr Short Treas Bd (SHV) | 0.6 | $3.1M | 28k | 110.53 | ||
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.6 | $3.1M | +5% | 35k | 88.54 | |
Visa Com Cl A (V) | 0.6 | $3.0M | +4% | 14k | 218.72 | |
Bank of America Corporation (BAC) | 0.6 | $2.9M | 97k | 30.31 | ||
Axon Enterprise (AAXN) | 0.6 | $2.8M | -4% | 23k | 122.51 | |
Proshares Tr Pshs Ult S&p 500 (SSO) | 0.6 | $2.8M | 31k | 91.35 | ||
Boeing Company (BA) | 0.6 | $2.8M | 13k | 214.08 | ||
Invesco Exchange Traded Fd T Dynmc Mkt Etf (PWC) | 0.6 | $2.8M | 26k | 105.88 | ||
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.6 | $2.8M | -5% | 41k | 67.59 | |
FedEx Corporation (FDX) | 0.5 | $2.7M | 10k | 259.61 | ||
Ishares Tr Msci Emg Mkt Etf Call Option (EEM) | 0.5 | $2.6M | +37% | 50k | 51.62 | |
Nike CL B (NKE) | 0.5 | $2.5M | +4% | 18k | 141.45 | |
Select Sector Spdr Tr Technology (XLK) | 0.5 | $2.5M | +2% | 19k | 130.02 | |
Goldman Sachs (GS) | 0.5 | $2.5M | +3% | 9.4k | 263.75 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $2.4M | +34% | 28k | 86.04 | |
CSX Corporation (CSX) | 0.5 | $2.4M | 26k | 90.73 | ||
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.5 | $2.4M | +35% | 25k | 92.98 | |
Abbvie (ABBV) | 0.5 | $2.3M | +3% | 22k | 107.17 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $2.3M | +24% | 47k | 50.11 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $2.3M | -3% | 26k | 88.20 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.2M | +26% | 9.5k | 231.90 | |
Qualcomm (QCOM) | 0.4 | $2.2M | -2% | 15k | 152.31 | |
Vail Resorts (MTN) | 0.4 | $2.2M | +28% | 7.8k | 278.99 | |
Netflix (NFLX) | 0.4 | $2.1M | 3.9k | 540.75 | ||
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.4 | $2.1M | +2% | 45k | 47.22 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.4 | $2.1M | 72k | 29.47 | ||
Kansas City Southern Com New (KSU) | 0.4 | $2.1M | 10k | 204.10 | ||
JPMorgan Chase & Co. (JPM) | 0.4 | $2.1M | 17k | 127.06 | ||
Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $2.1M | +13% | 9.2k | 223.56 | |
United Parcel Service CL B (UPS) | 0.4 | $2.1M | +26% | 12k | 168.41 | |
salesforce (CRM) | 0.4 | $2.0M | +5% | 9.0k | 222.52 | |
United Rentals (URI) | 0.4 | $1.9M | -4% | 8.3k | 231.94 | |
Twitter (TWTR) | 0.4 | $1.9M | -3% | 35k | 54.14 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $1.9M | +279% | 29k | 63.81 | |
Applied Materials (AMAT) | 0.4 | $1.8M | 21k | 86.31 | ||
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.4 | $1.8M | 14k | 133.20 | ||
Fortinet (FTNT) | 0.4 | $1.8M | -2% | 12k | 148.54 | |
CoStar (CSGP) | 0.4 | $1.8M | -3% | 2.0k | 924.37 | |
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.4 | $1.8M | 6.2k | 285.21 | ||
Comcast Corp Cl A (CMCSA) | 0.4 | $1.8M | 34k | 52.40 | ||
Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $1.8M | +42% | 7.6k | 232.76 | |
Servicenow (NOW) | 0.3 | $1.7M | +11% | 3.1k | 550.31 | |
Johnson & Johnson (JNJ) | 0.3 | $1.7M | 11k | 157.42 | ||
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.3 | $1.7M | 21k | 79.60 | ||
Proshares Tr Pshs Ultruss2000 (UWM) | 0.3 | $1.7M | 19k | 89.62 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.7M | +11% | 944.00 | 1752.12 | |
Citigroup Com New (C) | 0.3 | $1.6M | -3% | 27k | 61.65 | |
Proshares Tr Pshs Ult Mcap400 (MVV) | 0.3 | $1.6M | 34k | 47.67 | ||
General Motors Company (GM) | 0.3 | $1.6M | 38k | 41.63 | ||
Lowe's Companies (LOW) | 0.3 | $1.6M | 9.8k | 160.49 | ||
Invesco Exchange Traded Fd T Dynmc Biotech (PBE) | 0.3 | $1.5M | 22k | 70.14 | ||
Pfizer (PFE) | 0.3 | $1.5M | +7% | 41k | 36.80 | |
Cme (CME) | 0.3 | $1.5M | 8.4k | 182.05 | ||
Hartford Financial Services (HIG) | 0.3 | $1.5M | -7% | 31k | 48.97 | |
Raytheon Technologies Corp (RTX) | 0.3 | $1.5M | -7% | 21k | 71.52 | |
Home Depot (HD) | 0.3 | $1.5M | +3% | 5.6k | 265.64 | |
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.3 | $1.5M | 25k | 58.56 | ||
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.5M | -54% | 7.5k | 196.07 | |
Ishares Tr Europe Etf (IEV) | 0.3 | $1.5M | +5% | 30k | 47.92 | |
Redfin Corp (RDFN) | 0.3 | $1.4M | 21k | 68.61 | ||
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.4M | 4.00 | 347750.00 | ||
Viacomcbs CL B (VIAC) | 0.3 | $1.4M | -11% | 37k | 37.27 | |
Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.3 | $1.4M | 41k | 32.88 | ||
Dell Technologies CL C (DELL) | 0.3 | $1.4M | 18k | 73.31 | ||
Xilinx (XLNX) | 0.3 | $1.3M | 9.5k | 141.74 | ||
Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $1.3M | +300% | 16k | 85.11 | |
Oracle Corporation (ORCL) | 0.3 | $1.3M | 21k | 64.71 | ||
Verizon Communications (VZ) | 0.3 | $1.3M | -2% | 23k | 58.77 | |
American Express Company (AXP) | 0.3 | $1.3M | -2% | 11k | 120.86 | |
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.3 | $1.3M | -2% | 31k | 42.10 | |
Resonant (RESN) | 0.3 | $1.3M | 485k | 2.65 | ||
Honeywell International (HON) | 0.2 | $1.2M | +4% | 5.8k | 212.62 | |
Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $1.2M | +176% | 17k | 71.53 | |
Ishares Tr Rus 2000 Val Etf Call Option (IWN) | 0.2 | $1.2M | NEW | 9.2k | 131.67 | |
Vanguard World Fds Health Car Etf (VHT) | 0.2 | $1.2M | -4% | 5.4k | 223.66 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.2M | -31% | 14k | 84.96 | |
Cisco Systems (CSCO) | 0.2 | $1.2M | -10% | 27k | 44.75 | |
Vaneck Vectors Etf Tr Biotech Etf (BBH) | 0.2 | $1.1M | +2% | 6.7k | 169.74 | |
Eli Lilly & Co. (LLY) | 0.2 | $1.1M | +10% | 6.7k | 168.80 | |
Ishares Msci Jpn Etf New (EWJ) | 0.2 | $1.1M | +12% | 17k | 67.56 | |
Abbott Laboratories (ABT) | 0.2 | $1.1M | +16% | 10k | 109.53 | |
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.2 | $1.1M | -4% | 23k | 47.46 | |
Morgan Stanley Com New (MS) | 0.2 | $1.1M | +4% | 16k | 68.51 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $1.1M | +7% | 6.8k | 160.78 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.1M | +8% | 9.0k | 118.18 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $1.1M | +6% | 3.0k | 353.73 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.1M | 13k | 83.25 | ||
Blackstone Group Com Cl A (BX) | 0.2 | $1.0M | +13% | 16k | 64.79 | |
General Electric Company (GE) | 0.2 | $1.0M | -7% | 97k | 10.80 | |
Procter & Gamble Company (PG) | 0.2 | $1.0M | -5% | 7.5k | 139.14 | |
Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.0M | -9% | 11k | 96.15 | |
Qorvo (QRVO) | 0.2 | $1.0M | 6.2k | 166.21 | ||
Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.0M | -7% | 10k | 100.94 | |
Palo Alto Networks (PANW) | 0.2 | $1.0M | 2.9k | 355.41 | ||
Invesco Exchange Traded Fd T S&p Spin Off (CSD) | 0.2 | $1.0M | -6% | 19k | 55.43 | |
Waste Management (WM) | 0.2 | $1.0M | -4% | 8.6k | 117.97 | |
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) | 0.2 | $1.0M | +37% | 13k | 77.96 | |
Anthem (ANTM) | 0.2 | $1000k | 3.1k | 321.23 | ||
Union Pacific Corporation (UNP) | 0.2 | $993k | +11% | 4.8k | 208.13 | |
Broadcom (AVGO) | 0.2 | $993k | +6% | 2.3k | 437.64 | |
Deere & Company (DE) | 0.2 | $977k | 3.6k | 269.07 | ||
Intel Corporation (INTC) | 0.2 | $973k | +4% | 20k | 49.80 | |
First Tr Value Line Divid In SHS (FVD) | 0.2 | $967k | NEW | 28k | 35.07 | |
Spdr Ser Tr S&p Homebuild (XHB) | 0.2 | $963k | +3% | 17k | 57.63 | |
The Trade Desk Com Cl A (TTD) | 0.2 | $953k | 1.2k | 800.84 | ||
Caterpillar (CAT) | 0.2 | $940k | 5.2k | 182.03 | ||
Central Securities (CET) | 0.2 | $939k | 29k | 32.64 | ||
TCW Strategic Income Fund (TSI) | 0.2 | $936k | 165k | 5.69 | ||
Ellsworth Fund (ECF) | 0.2 | $935k | 67k | 13.87 | ||
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.2 | $934k | +2% | 19k | 50.58 | |
McDonald's Corporation (MCD) | 0.2 | $931k | +8% | 4.3k | 214.57 | |
eBay (EBAY) | 0.2 | $930k | -2% | 19k | 50.26 | |
UnitedHealth (UNH) | 0.2 | $920k | +14% | 2.6k | 350.74 | |
Ishares Tr Tips Bd Etf (TIP) | 0.2 | $919k | -12% | 7.2k | 127.62 | |
Illumina (ILMN) | 0.2 | $916k | 2.5k | 370.10 | ||
Vaneck Vectors Etf Tr Semiconductor Et (SMH) | 0.2 | $908k | 4.2k | 218.37 | ||
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $906k | +5% | 6.4k | 141.23 | |
PerkinElmer (PKI) | 0.2 | $895k | 6.2k | 143.43 | ||
Advanced Micro Devices (AMD) | 0.2 | $895k | -12% | 9.8k | 91.68 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $889k | +48% | 2.7k | 327.32 | |
Skyworks Solutions (SWKS) | 0.2 | $887k | 5.8k | 152.96 | ||
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $882k | +13% | 3.8k | 229.81 | |
Eaton Corp SHS (ETN) | 0.2 | $880k | 7.3k | 120.07 | ||
Proshares Tr Msci Emrg Etf (EET) | 0.2 | $871k | 9.1k | 95.79 | ||
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $871k | +92% | 6.1k | 142.13 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $867k | -2% | 3.7k | 236.24 | |
Wal-Mart Stores (WMT) | 0.2 | $864k | +35% | 6.0k | 144.07 | |
Cigna Corp (CI) | 0.2 | $862k | 4.1k | 208.16 | ||
Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.2 | $849k | 55k | 15.34 | ||
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $831k | +17% | 14k | 60.23 | |
Travelers Companies (TRV) | 0.2 | $826k | -5% | 5.9k | 140.29 | |
Hyatt Hotels Corp Com Cl A (H) | 0.2 | $811k | -8% | 11k | 74.23 | |
Booking Holdings (BKNG) | 0.2 | $804k | -2% | 361.00 | 2227.15 | |
Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.2 | $800k | -8% | 16k | 49.13 | |
Wisdomtree Tr Us Divid Ex Fncl (DTN) | 0.2 | $794k | 9.5k | 83.68 | ||
Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.2 | $793k | 5.6k | 141.35 | ||
Wells Fargo & Company (WFC) | 0.2 | $790k | -26% | 26k | 30.19 | |
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.2 | $788k | -9% | 7.1k | 111.13 | |
Merck & Co (MRK) | 0.2 | $786k | +8% | 9.6k | 81.81 | |
Southwest Airlines (LUV) | 0.2 | $763k | -7% | 16k | 46.59 | |
Prudential Financial (PRU) | 0.2 | $762k | +5% | 9.8k | 78.11 | |
Marriott Intl Cl A (MAR) | 0.2 | $761k | 5.8k | 131.84 | ||
Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $749k | -6% | 11k | 67.88 | |
3M Company (MMM) | 0.1 | $746k | +7% | 4.3k | 174.83 | |
Vanguard World Fds Consum Dis Etf (VCR) | 0.1 | $740k | -5% | 2.7k | 275.40 | |
Fiserv (FISV) | 0.1 | $728k | 6.4k | 113.93 | ||
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.1 | $726k | 4.8k | 150.90 | ||
Dollar General (DG) | 0.1 | $726k | +12% | 3.5k | 210.19 | |
Vanguard World Fds Materials Etf (VAW) | 0.1 | $721k | -4% | 4.6k | 156.88 | |
Vanguard World Fds Comm Srvc Etf (VOX) | 0.1 | $720k | -5% | 6.0k | 120.16 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $718k | 5.6k | 127.53 | ||
Charter Communications Inc N Cl A (CHTR) | 0.1 | $714k | -6% | 1.1k | 661.72 | |
Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.1 | $713k | -6% | 3.9k | 184.14 | |
Lockheed Martin Corporation (LMT) | 0.1 | $712k | +14% | 2.0k | 355.11 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $708k | +17% | 866.00 | 817.55 | |
Select Sector Spdr Tr Energy (XLE) | 0.1 | $707k | +34% | 19k | 37.89 | |
Sherwin-Williams Company (SHW) | 0.1 | $706k | 961.00 | 734.65 | ||
Marvell Technology Group Ord (MRVL) | 0.1 | $697k | -12% | 15k | 47.54 | |
Invesco Exchange Traded Fd T Dynmc Phrmctls (PJP) | 0.1 | $695k | -6% | 9.7k | 71.43 | |
At&t (T) | 0.1 | $694k | -25% | 24k | 28.77 | |
Lennar Corp Cl A (LEN) | 0.1 | $692k | -2% | 9.1k | 76.27 | |
Dow (DOW) | 0.1 | $691k | +9% | 13k | 55.50 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.1 | $687k | 4.0k | 173.88 | ||
Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $680k | 20k | 33.55 | ||
Danaher Corporation (DHR) | 0.1 | $673k | -22% | 3.0k | 222.11 | |
Activision Blizzard (ATVI) | 0.1 | $666k | -3% | 7.2k | 92.90 | |
Shopify Cl A (SHOP) | 0.1 | $662k | -17% | 585.00 | 1131.62 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $659k | +8% | 4.1k | 161.36 | |
Dupont De Nemours (DD) | 0.1 | $656k | -4% | 9.2k | 71.09 | |
Baxter International (BAX) | 0.1 | $636k | 7.9k | 80.25 | ||
Target Corporation (TGT) | 0.1 | $631k | +6% | 3.6k | 176.60 | |
Micron Technology (MU) | 0.1 | $619k | +5% | 8.2k | 75.20 | |
Vanguard World Fds Industrial Etf (VIS) | 0.1 | $613k | +5% | 3.6k | 170.09 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $608k | +13% | 1.4k | 419.89 | |
International Business Machines (IBM) | 0.1 | $607k | -8% | 4.8k | 125.83 | |
Seagen (SGEN) | 0.1 | $598k | NEW | 3.4k | 175.16 | |
Wisdomtree Tr Us Midcap Fund (EZM) | 0.1 | $594k | +5% | 14k | 43.44 | |
Essential Utils (WTRG) | 0.1 | $593k | 13k | 47.29 | ||
Zoetis Cl A (ZTS) | 0.1 | $593k | +23% | 3.6k | 165.60 | |
Seagate Technology SHS (STX) | 0.1 | $592k | -3% | 9.5k | 62.20 | |
Stanley Black & Decker (SWK) | 0.1 | $590k | 3.3k | 178.68 | ||
Vanguard World Mega Grwth Ind (MGK) | 0.1 | $589k | 2.9k | 203.74 | ||
Match Group (MTCH) | 0.1 | $585k | 3.9k | 151.20 | ||
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $583k | +15% | 2.2k | 261.32 | |
EOG Resources (EOG) | 0.1 | $580k | +12% | 12k | 49.91 | |
Astrazeneca Sponsored Adr (AZN) | 0.1 | $580k | +5% | 12k | 50.00 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $580k | +2% | 5.1k | 113.44 | |
CVS Caremark Corporation (CVS) | 0.1 | $578k | +14% | 8.5k | 68.35 | |
Emerson Electric (EMR) | 0.1 | $573k | -4% | 7.1k | 80.43 | |
Twilio Cl A (TWLO) | 0.1 | $568k | 1.7k | 338.70 | ||
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $565k | +81% | 6.6k | 86.26 | |
Crown Castle Intl (CCI) | 0.1 | $564k | NEW | 3.5k | 159.32 | |
Marathon Petroleum Corp (MPC) | 0.1 | $562k | -4% | 14k | 41.40 | |
Bristol-myers Squibb Right 99/99/9999 (BMY.R) | 0.1 | $560k | +25% | 811k | 0.69 | |
Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $559k | 5.3k | 104.84 | ||
Liberty All Star Equity Sh Ben Int (USA) | 0.1 | $559k | +8% | 81k | 6.90 | |
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) | 0.1 | $558k | +3% | 15k | 38.57 | |
Cummins (CMI) | 0.1 | $552k | -6% | 2.4k | 227.25 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $550k | +3% | 7.6k | 72.45 | |
Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.1 | $550k | -2% | 12k | 45.91 | |
Chevron Corporation (CVX) | 0.1 | $546k | -12% | 6.5k | 84.39 | |
FactSet Research Systems (FDS) | 0.1 | $541k | +7% | 1.6k | 332.31 | |
Vanguard Index Fds Value Etf (VTV) | 0.1 | $541k | +67% | 4.5k | 119.06 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $535k | +9% | 1.1k | 482.85 | |
Gabelli Dividend & Income Trust (GDV) | 0.1 | $532k | 25k | 21.45 | ||
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $532k | -44% | 1.7k | 305.92 | |
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $529k | -34% | 14k | 37.16 | |
Edwards Lifesciences (EW) | 0.1 | $529k | -3% | 5.8k | 91.22 | |
TJX Companies (TJX) | 0.1 | $527k | 7.7k | 68.35 | ||
Lululemon Athletica (LULU) | 0.1 | $522k | -12% | 1.5k | 347.77 | |
Gartner (IT) | 0.1 | $522k | +18% | 3.3k | 160.07 | |
Iridium Communications (IRDM) | 0.1 | $519k | 13k | 39.30 | ||
Pepsi (PEP) | 0.1 | $517k | -6% | 3.5k | 148.26 | |
Ishares Esg Awr Msci Em (ESGE) | 0.1 | $517k | +35% | 12k | 41.98 | |
Ford Motor Company (F) | 0.1 | $515k | +45% | 59k | 8.80 | |
Glaxosmithkline Sponsored Adr (GSK) | 0.1 | $511k | -14% | 14k | 36.77 | |
American Intl Group Com New (AIG) | 0.1 | $511k | -14% | 14k | 37.84 | |
Healthequity (HQY) | 0.1 | $506k | 7.3k | 69.75 | ||
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $504k | NEW | 8.4k | 60.16 | |
Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $504k | 9.3k | 54.40 | ||
Nuveen Dow 30 Dynamic Overwr SHS (DIAX) | 0.1 | $503k | -7% | 33k | 15.21 | |
Allianzgi Equity & Conv In (NIE) | 0.1 | $502k | 18k | 28.25 | ||
Novartis Sponsored Adr (NVS) | 0.1 | $500k | 5.3k | 94.48 | ||
Phillips 66 (PSX) | 0.1 | $499k | +3% | 7.1k | 69.95 | |
Us Bancorp Del Com New (USB) | 0.1 | $498k | -5% | 11k | 46.58 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $484k | NEW | 3.5k | 136.61 | |
Key (KEY) | 0.1 | $484k | +6% | 30k | 16.42 | |
American Tower Reit (AMT) | 0.1 | $481k | -5% | 2.1k | 224.66 | |
Corning Incorporated (GLW) | 0.1 | $477k | 13k | 36.01 | ||
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $476k | 7.1k | 67.41 | ||
Pulte (PHM) | 0.1 | $472k | 11k | 43.14 | ||
Masco Corporation (MAS) | 0.1 | $468k | 8.5k | 54.91 | ||
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $465k | +50% | 9.0k | 51.90 | |
Gilead Sciences (GILD) | 0.1 | $463k | -26% | 7.9k | 58.31 | |
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $458k | 26k | 17.37 | ||
Alaska Air (ALK) | 0.1 | $455k | -6% | 8.7k | 52.01 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $451k | -9% | 4.9k | 91.63 | |
Spdr Index Shs Fds Euro Stoxx 50 Call Option (FEZ) | 0.1 | $450k | -11% | 11k | 41.50 | |
Cheniere Energy Com New (LNG) | 0.1 | $450k | 7.5k | 59.97 | ||
American Electric Power Company (AEP) | 0.1 | $450k | -17% | 5.4k | 83.24 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $448k | -3% | 2.8k | 157.64 | |
Madison Square Grdn Entertnm Cl A (MSGE) | 0.1 | $443k | 4.2k | 104.98 | ||
Hca Holdings (HCA) | 0.1 | $441k | -14% | 2.7k | 164.37 | |
Ishares Silver Tr Ishares (SLV) | 0.1 | $433k | 18k | 24.55 | ||
Coca-Cola Company (KO) | 0.1 | $432k | +4% | 7.9k | 54.84 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $430k | -11% | 2.0k | 211.93 | |
Exxon Mobil Corporation (XOM) | 0.1 | $430k | -23% | 10k | 41.26 | |
Sanofi Sponsored Adr (SNY) | 0.1 | $429k | -13% | 8.8k | 48.65 | |
Automatic Data Processing (ADP) | 0.1 | $429k | +13% | 2.4k | 176.11 | |
Rio Tinto Sponsored Adr (RIO) | 0.1 | $428k | -12% | 5.7k | 75.21 | |
Truist Financial Corp equities (TFC) | 0.1 | $425k | +8% | 8.9k | 47.94 | |
Kla Corp Com New (KLAC) | 0.1 | $424k | 1.6k | 259.01 | ||
Genuine Parts Company (GPC) | 0.1 | $423k | +9% | 4.2k | 100.40 | |
American Airls (AAL) | 0.1 | $420k | 27k | 15.75 | ||
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $420k | -27% | 6.7k | 62.65 | |
Nortonlifelock (NLOK) | 0.1 | $417k | +99% | 20k | 20.77 | |
Corteva (CTVA) | 0.1 | $417k | 11k | 38.75 | ||
International Paper Company (IP) | 0.1 | $414k | 8.3k | 49.77 | ||
Thermo Fisher Scientific (TMO) | 0.1 | $413k | -16% | 886.00 | 466.14 | |
Ishares Tr Nasdaq Biotech (IBB) | 0.1 | $411k | 2.7k | 151.38 | ||
Amer (UHAL) | 0.1 | $409k | +2% | 900.00 | 454.44 | |
Advanced Drain Sys Inc Del (WMS) | 0.1 | $407k | NEW | 4.9k | 83.50 | |
Intuit (INTU) | 0.1 | $405k | 1.1k | 379.93 | ||
Wisdomtree Tr Us Largecap Fund (EPS) | 0.1 | $399k | 9.9k | 40.12 | ||
Ishares Gold Trust Ishares (IAU) | 0.1 | $396k | +3% | 22k | 18.12 | |
Hess (HES) | 0.1 | $395k | -13% | 7.5k | 52.74 | |
Electronic Arts (EA) | 0.1 | $395k | 2.8k | 143.43 | ||
Air Products & Chemicals (APD) | 0.1 | $394k | +10% | 1.4k | 273.42 | |
Broadmark Rlty Cap (BRMK) | 0.1 | $393k | 39k | 10.21 | ||
Williams-Sonoma (WSM) | 0.1 | $393k | -12% | 3.9k | 101.79 | |
Papa John's Int'l (PZZA) | 0.1 | $390k | 4.6k | 84.78 | ||
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.1 | $390k | 20k | 19.23 | ||
MetLife (MET) | 0.1 | $388k | +4% | 8.3k | 46.97 | |
Ishares Tr Trans Avg Etf (IYT) | 0.1 | $388k | +36% | 1.8k | 220.45 | |
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) | 0.1 | $377k | 10k | 36.62 | ||
Calamos Strategic Totl Retn Com Sh Ben Int (CSQ) | 0.1 | $377k | 24k | 15.78 | ||
Calamos Global Dynamic Income Fund (CHW) | 0.1 | $376k | 39k | 9.56 | ||
Northwest Bancshares (NWBI) | 0.1 | $374k | -56% | 29k | 12.73 | |
Spdr Ser Tr S&p Retail Etf (XRT) | 0.1 | $372k | 5.8k | 64.38 | ||
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $370k | -24% | 2.1k | 178.31 | |
PNC Financial Services (PNC) | 0.1 | $365k | +11% | 2.4k | 149.16 | |
Medtronic SHS (MDT) | 0.1 | $364k | +12% | 3.1k | 117.08 | |
Msci (MSCI) | 0.1 | $362k | NEW | 811.00 | 446.36 | |
Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.1 | $359k | +15% | 27k | 13.54 | |
Teladoc (TDOC) | 0.1 | $357k | 1.8k | 199.89 | ||
First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $354k | 3.5k | 100.91 | ||
Autodesk (ADSK) | 0.1 | $350k | +10% | 1.1k | 305.14 | |
Yum! Brands (YUM) | 0.1 | $349k | 3.2k | 108.52 | ||
Aptiv SHS (APTV) | 0.1 | $346k | 2.7k | 130.22 | ||
Vaneck Vectors Etf Tr Agribusiness Etf (MOO) | 0.1 | $345k | -19% | 4.4k | 77.97 | |
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.1 | $340k | 9.7k | 34.91 | ||
Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.1 | $336k | NEW | 2.6k | 131.76 | |
Carrier Global Corporation (CARR) | 0.1 | $334k | -6% | 8.8k | 37.77 | |
Universal Display Corporation (OLED) | 0.1 | $333k | -17% | 1.5k | 229.66 | |
Hancock John Finl Opptys Sh Ben Int New (BTO) | 0.1 | $332k | 11k | 30.34 | ||
Radian (RDN) | 0.1 | $326k | 16k | 20.25 | ||
Smartsheet Com Cl A (SMAR) | 0.1 | $326k | +2% | 4.7k | 69.27 | |
Cognex Corporation (CGNX) | 0.1 | $326k | +2% | 4.1k | 80.20 | |
F5 Networks (FFIV) | 0.1 | $323k | 1.8k | 175.73 | ||
Graniteshares Gold Tr Shs Ben Int (BAR) | 0.1 | $322k | 17k | 18.88 | ||
BlackRock Enhanced Capital and Income (CII) | 0.1 | $317k | 18k | 17.40 | ||
Allstate Corporation (ALL) | 0.1 | $315k | +2% | 2.9k | 109.76 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $314k | +7% | 4.9k | 64.07 | |
Select Sector Spdr Tr Communication (XLC) | 0.1 | $314k | 4.6k | 67.58 | ||
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $312k | -3% | 2.4k | 127.82 | |
Garmin SHS (GRMN) | 0.1 | $312k | -13% | 2.6k | 119.54 | |
Illinois Tool Works (ITW) | 0.1 | $310k | -3% | 1.5k | 204.08 | |
Bancroft Fund (BCV) | 0.1 | $310k | 10k | 30.10 | ||
Delta Air Lines Inc Del Com New (DAL) | 0.1 | $309k | 7.7k | 40.19 | ||
General Mills (GIS) | 0.1 | $309k | -3% | 5.3k | 58.86 | |
Southern Company (SO) | 0.1 | $304k | +3% | 4.9k | 61.51 | |
L3harris Technologies (LHX) | 0.1 | $304k | 1.6k | 188.94 | ||
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $300k | 1.0k | 286.81 | ||
ConocoPhillips (COP) | 0.1 | $297k | -28% | 7.4k | 39.99 | |
Metropcs Communications (TMUS) | 0.1 | $296k | +3% | 2.2k | 134.79 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $295k | -3% | 5.0k | 58.47 | |
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $294k | -17% | 6.0k | 49.20 | |
Total Se Sponsored Ads (TOT) | 0.1 | $292k | -16% | 7.0k | 41.89 | |
Altria (MO) | 0.1 | $290k | -14% | 7.1k | 41.04 | |
Discovery Com Ser A (DISCA) | 0.1 | $289k | 9.6k | 30.07 | ||
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $288k | -3% | 4.0k | 72.89 | |
Westrock (WRK) | 0.1 | $287k | -5% | 6.6k | 43.50 | |
Norbord Com New (OSB) | 0.1 | $286k | -11% | 6.6k | 43.17 | |
Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $284k | -15% | 8.2k | 34.83 | |
Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $284k | -5% | 1.4k | 203.58 | |
Dominion Resources (D) | 0.1 | $282k | -14% | 3.8k | 75.12 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $282k | -32% | 6.4k | 43.98 | |
Rogers Communications CL B (RCI) | 0.1 | $281k | +11% | 6.0k | 46.61 | |
Howmet Aerospace (HWM) | 0.1 | $279k | NEW | 9.8k | 28.51 | |
John Hancock Tax-Advantage Dvd Incom (HTD) | 0.1 | $279k | 13k | 21.05 | ||
Nextera Energy (NEE) | 0.1 | $277k | +282% | 3.6k | 77.22 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $275k | +300% | 3.8k | 72.29 | |
Ishares Msci Mexico Etf (EWW) | 0.1 | $270k | NEW | 6.3k | 43.05 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $270k | 2.6k | 105.84 | ||
Amphenol Corp Cl A (APH) | 0.1 | $269k | -8% | 2.1k | 130.65 | |
Ishares Tr Barclays 7 10 Yr (IEF) | 0.1 | $268k | -3% | 2.2k | 119.75 | |
Tiffany & Co. (TIF) | 0.1 | $266k | 2.0k | 131.55 | ||
Biogen Idec (BIIB) | 0.1 | $264k | -30% | 1.1k | 245.13 | |
Ecolab (ECL) | 0.1 | $264k | +2% | 1.2k | 216.39 | |
Otis Worldwide Corp (OTIS) | 0.1 | $263k | -13% | 3.9k | 67.61 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $263k | -2% | 918.00 | 286.49 | |
Valero Energy Corporation (VLO) | 0.1 | $263k | -25% | 4.7k | 56.51 | |
Kraft Heinz (KHC) | 0.1 | $263k | -6% | 7.6k | 34.70 | |
Principal Financial (PFG) | 0.1 | $256k | -12% | 5.2k | 49.55 | |
Las Vegas Sands (LVS) | 0.1 | $256k | -2% | 4.3k | 59.60 | |
Global Payments (GPN) | 0.1 | $256k | 1.2k | 215.31 | ||
Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $253k | 5.4k | 46.46 | ||
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $252k | -15% | 3.4k | 73.56 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $252k | NEW | 2.1k | 118.87 | |
Discover Financial Services (DFS) | 0.0 | $246k | NEW | 2.7k | 90.37 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $245k | NEW | 915.00 | 267.76 | |
Royce Micro Capital Trust (RMT) | 0.0 | $243k | 24k | 10.10 | ||
Chipotle Mexican Grill (CMG) | 0.0 | $242k | -17% | 174.00 | 1390.80 | |
Macquarie Global Infr Total Rtrn Fnd (MGU) | 0.0 | $240k | +11% | 12k | 20.29 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $240k | -5% | 1.1k | 212.58 | |
First Tr Exchange Traded Tech Alphadex (FXL) | 0.0 | $240k | NEW | 2.2k | 111.63 | |
Ishares Tr Hdg Msci Japan (HEWJ) | 0.0 | $240k | -8% | 6.7k | 35.94 | |
Expedia Group Com New (EXPE) | 0.0 | $239k | NEW | 1.8k | 132.63 | |
Aegon N V Ny Registry Shs (AEG) | 0.0 | $237k | -11% | 60k | 3.95 | |
Philip Morris International (PM) | 0.0 | $237k | -24% | 2.9k | 82.69 | |
Novanta (NOVT) | 0.0 | $236k | 2.0k | 118.12 | ||
Novo-nordisk A S Adr (NVO) | 0.0 | $236k | -3% | 3.4k | 69.91 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $234k | NEW | 5.0k | 46.53 | |
Wynn Resorts (WYNN) | 0.0 | $233k | NEW | 2.1k | 112.72 | |
MGM Resorts International. (MGM) | 0.0 | $233k | NEW | 7.4k | 31.55 | |
Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $233k | -17% | 3.8k | 60.96 | |
Credit Suisse Ag Nassau Brh Lg Cap Grth Enh (FLGE) | 0.0 | $232k | NEW | 424.00 | 547.17 | |
Intercontinental Exchange (ICE) | 0.0 | $232k | NEW | 2.0k | 115.19 | |
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.0 | $230k | -2% | 5.3k | 43.64 | |
Nordstrom (JWN) | 0.0 | $229k | NEW | 7.3k | 31.17 | |
Waste Connections (WCN) | 0.0 | $225k | -5% | 2.2k | 102.60 | |
Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $224k | 2.1k | 107.28 | ||
Dollar Tree (DLTR) | 0.0 | $223k | NEW | 2.1k | 107.83 | |
Tyson Foods Cl A (TSN) | 0.0 | $220k | 3.4k | 64.40 | ||
Suncor Energy (SU) | 0.0 | $219k | NEW | 13k | 16.77 | |
Charles Schwab Corporation (SCHW) | 0.0 | $219k | NEW | 4.1k | 53.07 | |