Lakeview Capital Partners

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

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Portfolio Holdings for Lakeview Capital Partners

Companies in the Lakeview Capital Partners portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.4 $13M +4% 103k 122.15
Ark Etf Tr Innovation Etf (ARKK) 3.2 $7.4M 72k 103.41
Amazon (AMZN) 2.8 $6.4M 2.1k 3094.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.7 $6.3M +10% 17k 364.32
Microsoft Corporation (MSFT) 2.7 $6.2M +4% 26k 235.77
Home Depot (HD) 2.6 $6.1M 20k 305.27
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $5.1M +7% 13k 396.33
JPMorgan Chase & Co. (JPM) 2.0 $4.7M +5% 31k 152.24
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.0 $4.6M -5% 45k 101.90
American Express Company (AXP) 1.4 $3.2M 23k 141.44
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $3.2M +15% 39k 82.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.3 $3.0M +22% 21k 141.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.9M 11k 255.47
At&t (T) 1.2 $2.7M +11% 89k 30.27

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Ishares Tr Blackrock Ultra (ICSH) 1.2 $2.7M -24% 53k 50.51
Southern Company (SO) 1.0 $2.4M 38k 62.16
Ishares Gold Tr Ishares 1.0 $2.3M +2% 141k 16.26
Wal-Mart Stores (WMT) 1.0 $2.3M +9% 17k 135.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $2.3M 7.2k 319.07
Johnson & Johnson (JNJ) 0.9 $2.2M +10% 13k 164.33
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $2.2M -9% 15k 147.07
Bank of America Corporation (BAC) 0.9 $2.1M +9% 54k 38.69
Walt Disney Company (DIS) 0.8 $2.0M -4% 11k 184.48
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $1.9M 21k 91.62
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.9M 930.00 2068.82
Wp Carey (WPC) 0.8 $1.8M +21% 26k 70.76
Verizon Communications (VZ) 0.8 $1.8M +11% 31k 58.14
Global Payments (GPN) 0.7 $1.7M -7% 8.3k 201.61
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.7M 8.0k 206.67
Visa Com Cl A (V) 0.7 $1.6M +4% 7.6k 211.79
Duke Energy Corp Com New (DUK) 0.7 $1.6M 17k 96.55
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.7 $1.6M +3% 41k 38.51
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $1.6M -8% 7.1k 221.36
Paypal Holdings (PYPL) 0.7 $1.5M +14% 6.4k 242.82
Exxon Mobil Corporation (XOM) 0.6 $1.5M 27k 55.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.5M +31% 6.2k 243.01
Mastercard Incorporated Cl A (MA) 0.6 $1.5M -27% 4.2k 356.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.4M +10% 5.4k 260.26
Costco Wholesale Corporation (COST) 0.6 $1.4M +11% 3.9k 352.46
Coca-Cola Company (KO) 0.6 $1.3M 26k 52.70
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.3M 648.00 2063.27
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.3M 3.2k 397.72
UnitedHealth (UNH) 0.5 $1.3M 3.4k 372.08
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $1.2M 3.7k 330.10
Danaher Corporation (DHR) 0.5 $1.2M -8% 5.4k 225.11
Ishares Tr Tips Bd Etf (TIP) 0.5 $1.2M +2% 9.7k 125.48
MiMedx (MDXG) 0.5 $1.2M +8% 117k 10.30
Truist Financial Corp equities (TFC) 0.5 $1.1M +2% 19k 58.30
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.1M +10% 10k 108.54
Select Sector Spdr Tr Energy (XLE) 0.5 $1.1M 22k 49.05
J P Morgan Exchange-traded F Us Qualty Fctr (JQUA) 0.5 $1.1M +24% 29k 37.73
Abbott Laboratories (ABT) 0.5 $1.1M -23% 8.9k 119.82
Nextera Energy (NEE) 0.5 $1.1M +20% 14k 75.63
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.5 $1.1M -29% 4.3k 249.94
United Parcel Service CL B (UPS) 0.5 $1.1M +28% 6.2k 170.05
Facebook Cl A (FB) 0.4 $972k -6% 3.3k 294.63
General Mills (GIS) 0.4 $955k 16k 61.32
Alps Etf Tr Alerian Mlp (AMLP) 0.4 $943k 31k 30.50
Merck & Co (MRK) 0.4 $916k 12k 77.07
Cisco Systems (CSCO) 0.4 $913k -5% 18k 51.69
Procter & Gamble Company (PG) 0.4 $908k 6.7k 135.46
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $903k +22% 6.0k 151.56
TJX Companies (TJX) 0.4 $888k 13k 66.14
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $881k 12k 72.95
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $880k -8% 12k 74.45
Spdr Gold Tr Gold Shs (GLD) 0.4 $851k +15% 5.3k 160.05
RPM International (RPM) 0.4 $827k 9.0k 91.89
Pfizer (PFE) 0.4 $820k +2% 25k 33.36
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $810k +6% 8.4k 96.07
Ishares Tr Russell 2000 Etf (IWM) 0.3 $805k +213% 3.6k 221.03
Intel Corporation (INTC) 0.3 $790k -5% 12k 64.03
Pepsi (PEP) 0.3 $784k +22% 5.5k 141.47
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $776k +2% 7.8k 99.68
Chevron Corporation (CVX) 0.3 $761k -3% 7.3k 104.82
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $737k 2.1k 358.46
Accenture Plc Ireland Shs Class A (ACN) 0.3 $722k -3% 2.6k 276.20
Alaska Air (ALK) 0.3 $686k -4% 9.9k 69.16
Oracle Corporation (ORCL) 0.3 $682k 9.7k 70.13
Morgan Stanley Com New (MS) 0.3 $678k +38% 8.7k 77.64
Roper Industries (ROP) 0.3 $661k 1.6k 403.05
Vanguard World Fds Health Car Etf (VHT) 0.3 $660k +201% 2.9k 228.61
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 0.3 $653k +67% 31k 21.14
Lowe's Companies (LOW) 0.3 $651k +11% 3.4k 190.13
Ishares Tr Select Divid Etf (DVY) 0.3 $650k -7% 5.7k 114.06
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $649k +16% 13k 49.09
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $641k +2% 17k 37.63
NVIDIA Corporation (NVDA) 0.3 $635k 1.2k 534.51
Medtronic SHS (MDT) 0.3 $633k +53% 5.4k 118.14
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $630k +61% 12k 54.61
American Tower Reit (AMT) 0.3 $627k -16% 2.6k 239.13
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $625k +15% 2.8k 226.78
Barclays Bank Ipth Sr B S&p 0.3 $610k NEW 54k 11.40
Abbvie (ABBV) 0.3 $606k +41% 7.6k 79.88
Stryker Corporation (SYK) 0.3 $602k -9% 2.5k 243.63
Comerica Incorporated (CMA) 0.3 $591k 8.2k 71.78
Crown Castle Intl (CCI) 0.2 $580k +41% 3.4k 172.21
Ishares Tr Mbs Etf (MBB) 0.2 $580k +68% 5.3k 108.51
International Business Machines (IBM) 0.2 $578k -4% 4.3k 133.18
Proshares Tr Short Qqq New (PSQ) 0.2 $572k NEW 41k 13.91
Emerson Electric (EMR) 0.2 $564k +8% 6.3k 90.23
Lockheed Martin Corporation (LMT) 0.2 $559k +5% 1.5k 369.46
Amgen (AMGN) 0.2 $558k -16% 2.2k 248.66
Philip Morris International (PM) 0.2 $558k +4% 6.3k 88.68
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $549k -12% 5.4k 101.01
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $546k -2% 5.6k 97.38
Applied Materials (AMAT) 0.2 $545k 4.1k 133.51
Glaxosmithkline Sponsored Adr (GSK) 0.2 $543k -4% 15k 35.66
RBB Motley Fol Etf (TMFC) 0.2 $542k +166% 15k 35.63
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $536k +18% 1.8k 300.95
Caterpillar (CAT) 0.2 $535k +12% 2.3k 231.70
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $534k 5.6k 95.07
Norfolk Southern (NSC) 0.2 $532k 2.0k 268.55
L3harris Technologies (LHX) 0.2 $531k +192% 7.6k 69.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $526k +36% 10k 52.02
Micronet Enertec Technologies (MICT) 0.2 $526k +4% 254k 2.07
Vanguard Index Fds Small Cp Etf (VB) 0.2 $523k +82% 4.9k 106.06
McDonald's Corporation (MCD) 0.2 $520k 2.3k 224.33
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $520k -2% 8.1k 64.03
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $517k +20% 6.1k 84.77
Union Pacific Corporation (UNP) 0.2 $512k +43% 2.3k 220.31
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.2 $512k +17% 9.6k 53.35
Colgate-Palmolive Company (CL) 0.2 $508k +8% 6.4k 78.88
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $502k 1.1k 476.28
PPL Corporation (PPL) 0.2 $500k +87% 17k 28.82
Automatic Data Processing (ADP) 0.2 $498k -23% 2.6k 188.35
Target Corporation (TGT) 0.2 $494k -12% 2.5k 198.00
Tyler Technologies (TYL) 0.2 $488k -5% 1.2k 424.35
Tesla Motors (TSLA) 0.2 $485k +21% 726.00 668.04
Flaherty & Crumrine Dyn P SHS (DFP) 0.2 $475k +5% 16k 30.12
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.2 $464k +2% 25k 18.86
Citigroup Com New (C) 0.2 $464k -9% 6.4k 72.75
Aon Shs Cl A (AON) 0.2 $463k +18% 2.0k 230.35
Ishares Tr Core Msci Eafe (IEFA) 0.2 $463k 6.4k 71.97
Waste Management (WM) 0.2 $462k +3% 3.6k 129.12
South State Corporation (SSB) 0.2 $460k 5.9k 78.54
Dow (DOW) 0.2 $445k +10% 7.0k 63.88
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $444k -8% 6.4k 69.26
Prudential Financial (PRU) 0.2 $441k +14% 4.8k 91.00
Analog Devices (ADI) 0.2 $435k +21% 2.8k 155.25
Docusign (DOCU) 0.2 $435k +6% 2.2k 202.33
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $432k +11% 5.5k 78.40
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $429k +271% 13k 33.15
Altria (MO) 0.2 $427k +2% 8.3k 51.15
Honeywell International (HON) 0.2 $425k +7% 2.0k 217.28
Texas Instruments Incorporated (TXN) 0.2 $424k +79% 2.2k 189.03
Wells Fargo & Company (WFC) 0.2 $418k -5% 11k 39.06
Global X Fds S&p 500 Catholic (CATH) 0.2 $416k +2% 8.4k 49.52
3M Company (MMM) 0.2 $414k -4% 2.1k 192.74
Dominion Resources (D) 0.2 $411k +4% 5.4k 75.91
Ishares Tr U.s. Utilits Etf (IDU) 0.2 $410k -11% 5.2k 79.61
Ecolab (ECL) 0.2 $410k -4% 1.9k 214.21
Select Sector Spdr Tr Technology (XLK) 0.2 $406k +64% 3.1k 132.85
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $406k +63% 7.7k 52.89
PNC Financial Services (PNC) 0.2 $405k NEW 2.3k 175.32
Adobe Systems Incorporated (ADBE) 0.2 $405k -37% 852.00 475.35
BlackRock (BLK) 0.2 $401k NEW 532.00 753.76
Intuit (INTU) 0.2 $401k -40% 1.0k 383.37
Delta Air Lines Inc Del Com New (DAL) 0.2 $400k +8% 8.3k 48.24
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $399k 6.1k 65.15
Bce Com New (BCE) 0.2 $397k -2% 8.8k 45.18
Kimberly-Clark Corporation (KMB) 0.2 $395k +6% 2.8k 139.04
Kroger (KR) 0.2 $392k +9% 11k 35.95
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $391k -4% 5.3k 73.91
eBay (EBAY) 0.2 $387k +12% 6.3k 61.24
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $383k +10% 3.4k 113.75
Genuine Parts Company (GPC) 0.2 $381k 3.3k 115.74
Netflix (NFLX) 0.2 $375k +3% 718.00 522.28
Guggenheim Bld Amr Bds Mng D (GBAB) 0.2 $374k 16k 23.38
Roku Com Cl A (ROKU) 0.2 $368k -9% 1.1k 325.95
Qualcomm (QCOM) 0.2 $368k +50% 2.8k 132.66
Ishares Silver Tr Ishares (SLV) 0.2 $352k NEW 16k 22.71
Hdfc Bank Sponsored Ads (HDB) 0.1 $338k -32% 4.4k 77.65
Fs Kkr Capital Corp. Ii 0.1 $333k -4% 17k 19.53
Rockwell Automation (ROK) 0.1 $331k +41% 1.2k 265.22
Tractor Supply Company (TSCO) 0.1 $331k 1.9k 176.91
Ares Capital Corporation (ARCC) 0.1 $331k +6% 18k 18.68
Starbucks Corporation (SBUX) 0.1 $325k +14% 3.0k 109.35
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $319k +15% 3.1k 102.05
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $317k +10% 3.1k 103.90
Edwards Lifesciences (EW) 0.1 $316k +2% 3.8k 83.73
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.1 $315k +933% 2.1k 147.27
Allstate Corporation (ALL) 0.1 $310k -5% 2.7k 114.86
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $306k +2% 4.0k 77.12
Calamos (CCD) 0.1 $296k 9.3k 31.96
The Trade Desk Com Cl A (TTD) 0.1 $294k -24% 451.00 651.88
Raytheon Technologies Corp (RTX) 0.1 $292k +10% 3.8k 77.23
Ishares Tr Core Div Grwth (DGRO) 0.1 $290k 6.0k 48.33
Synopsys (SNPS) 0.1 $282k 1.1k 248.02
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $279k 5.1k 55.18
Enterprise Products Partners (EPD) 0.1 $273k 12k 21.99
Vanguard World Fds Energy Etf (VDE) 0.1 $271k 4.0k 67.90
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $270k 7.0k 38.43
Bristol Myers Squibb (BMY) 0.1 $270k -28% 4.3k 63.08
Unilever Spon Adr New (UL) 0.1 $270k -35% 4.8k 55.82
Goldman Sachs (GS) 0.1 $269k +3% 824.00 326.46
Miller Howard High Inc Eqty Com Shs Ben In (HIE) 0.1 $269k 28k 9.62
Shopify Cl A (SHOP) 0.1 $268k +6% 242.00 1107.44
Comcast Corp Cl A (CMCSA) 0.1 $268k -22% 5.0k 54.11
IDEX Corporation (IEX) 0.1 $266k -7% 1.3k 209.45
Global X Fds Globx Supdv Us (DIV) 0.1 $264k NEW 14k 19.41
Becton, Dickinson and (BDX) 0.1 $263k 1.1k 243.52
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $258k +19% 7.6k 34.07
Paycom Software (PAYC) 0.1 $254k -44% 686.00 370.26
Clorox Company (CLX) 0.1 $254k NEW 1.3k 193.01
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $252k 3.1k 82.46
General Electric Company (GE) 0.1 $250k -7% 19k 13.14
Linde SHS (LIN) 0.1 $248k NEW 886.00 279.91
CSX Corporation (CSX) 0.1 $248k +2% 2.6k 96.42
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.1 $245k -6% 5.9k 41.59
International Paper Company (IP) 0.1 $243k 4.5k 54.01
Lithia Mtrs Cl A (LAD) 0.1 $243k NEW 622.00 390.68
Ishares Core Msci Emkt (IEMG) 0.1 $242k 3.8k 64.48
Fiserv (FISV) 0.1 $238k -44% 2.0k 119.00
Palantir Technologies Cl A (PLTR) 0.1 $238k NEW 10k 23.33
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.1 $234k 5.5k 42.67
Boeing Company (BA) 0.1 $234k NEW 920.00 254.35
Mondelez Intl Cl A (MDLZ) 0.1 $234k NEW 4.0k 58.62
Canadian Natl Ry (CNI) 0.1 $232k 2.0k 116.00
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.1 $228k 2.5k 92.76
Tekla Healthcare Opportuniti SHS (THQ) 0.1 $225k NEW 10k 21.77
ConocoPhillips (COP) 0.1 $225k NEW 4.3k 52.92
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $225k +29% 2.4k 91.95
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $224k 4.5k 49.59
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $223k 1.7k 128.46
Enbridge (ENB) 0.1 $219k NEW 6.0k 36.37
Tidal Etf Tr Sofi 50 Etf (SFYF) 0.1 $218k NEW 7.3k 29.99
Marriott Intl Cl A (MAR) 0.1 $218k NEW 1.5k 148.30
Cryoport Com Par $0.001 (CYRX) 0.1 $213k NEW 4.1k 51.95
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $213k -6% 6.8k 31.15
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $212k +9% 6.7k 31.83
Novo-nordisk A S Adr (NVO) 0.1 $212k 3.2k 67.28
General Motors Company (GM) 0.1 $211k NEW 3.7k 57.59
MercadoLibre (MELI) 0.1 $208k +2% 141.00 1475.18
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $204k -4% 3.6k 57.06
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $202k 685.00 294.89
iRobot Corporation (IRBT) 0.1 $202k NEW 1.7k 122.42
Fidus Invt (FDUS) 0.1 $192k 12k 15.57
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $191k +36% 1.1k 177.84
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $188k -55% 1.7k 107.74
Sprott Physical Gold Tr Unit (PHYS) 0.1 $181k -2% 14k 13.41
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $178k 3.5k 50.65
Ishares Tr Morningstr Us Eq (ILCB) 0.1 $177k -6% 787.00 224.90
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $177k +2% 1.8k 96.56
Ford Motor Company (F) 0.1 $175k -10% 14k 12.24
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.1 $175k 11k 15.53
Vg Acquisition Corp Shs Cl A 0.1 $170k NEW 17k 10.18
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $156k -27% 3.0k 51.23
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $155k 3.5k 44.29
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $154k 2.4k 65.09
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $154k 6.9k 22.18
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $148k -2% 2.5k 58.27
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.1 $148k +2% 12k 12.80
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $145k 1.2k 116.47
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $144k +2% 16k 9.29
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $143k +6% 2.1k 68.10
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $143k -61% 2.3k 61.72
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $142k -29% 605.00 234.71
First Trust Energy Income & Gr (FEN) 0.1 $141k NEW 11k 13.37
Darden Restaurants (DRI) 0.1 $138k NEW 18k 7.51
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $134k -9% 3.3k 40.28
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $133k 793.00 167.72
Ishares Tr U.s. Tech Etf (IYW) 0.1 $132k -4% 1.5k 87.65
Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $128k 15k 8.79
Vanguard World Fds Financials Etf (VFH) 0.1 $128k +49% 1.5k 84.71
Ishares Tr National Mun Etf (MUB) 0.1 $128k 1.1k 116.36
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.1 $126k NEW 3.9k 32.58
Ishares Tr Msci Eafe Etf (EFA) 0.1 $124k 1.6k 75.79
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $118k -2% 864.00 136.57
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $114k 696.00 163.79
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $113k 2.1k 53.86
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $113k +449% 1.1k 98.86
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $112k 1.1k 100.72
Ishares Tr Short Treas Bd (SHV) 0.0 $111k -7% 1.0k 111.00
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $110k +4408% 4.5k 24.40
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $110k 849.00 129.56
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $108k 828.00 130.43
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $100k +65% 1.1k 89.13
Kayne Anderson MLP Investment (KYN) 0.0 $98k 14k 7.16
Mfs Multimarket Income Tr Sh Ben Int (MMT) 0.0 $98k 15k 6.49
Ishares Tr Nasdaq Biotech (IBB) 0.0 $97k 643.00 150.86
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $94k +3% 864.00 108.80
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $93k -18% 6.2k 14.92
Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $93k +4% 712.00 130.62
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $93k +3% 564.00 164.89
Etf Managers Tr Prime Cybr Scrty (HACK) 0.0 $92k NEW 1.7k 54.76
O'reilly Automotive (ORLY) 0.0 $89k NEW 32k 2.74
Ishares Tr Us Home Cons Etf (ITB) 0.0 $88k +1200% 1.3k 67.69
Liberty All Star Equity Sh Ben Int (USA) 0.0 $87k 12k 7.60
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $85k -21% 1.0k 83.50
Spdr Ser Tr S&p Bk Etf (KBE) 0.0 $85k 1.6k 51.67
Vanguard World Fds Utilities Etf (VPU) 0.0 $84k 595.00 141.18
Vanguard Index Fds Value Etf (VTV) 0.0 $84k 640.00 131.25
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $81k 806.00 100.50
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $81k +6% 873.00 92.78
Ishares Tr Barclays 7 10 Yr (IEF) 0.0 $80k -43% 710.00 112.68
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $79k +24% 1.3k 61.24
Ishares Esg Awr Msci Em (ESGE) 0.0 $73k 1.7k 43.27
Victory Portfolios Ii Vcshs Us 500 Vol (CFA) 0.0 $72k 1.1k 66.98
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $71k 523.00 135.76
Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $71k -18% 1.4k 51.90
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $69k 1.2k 56.65
Nokia Corp Sponsored Adr (NOK) 0.0 $69k NEW 17k 3.96
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $68k +19% 625.00 108.80
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $68k +13% 861.00 78.98
Proshares Tr Ii Ultra Vix Short 0.0 $67k 12k 5.68
Vanguard World Fds Industrial Etf (VIS) 0.0 $66k 350.00 188.57
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $65k +51% 705.00 92.20
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $64k 759.00 84.32
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $64k 400.00 160.00
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) 0.0 $64k NEW 41k 1.57
Invesco Exchange Traded Fd T Dynmc Leisure (PEJ) 0.0 $60k NEW 1.3k 46.33
Etf Managers Tr Etfmg Travel Tec (AWAY) 0.0 $60k NEW 1.9k 31.12
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $57k +8% 1.4k 41.42
Global X Fds Genomic Biotech (GNOM) 0.0 $57k NEW 2.5k 22.62
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $56k -14% 645.00 86.82
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.0 $55k 815.00 67.48
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $55k 469.00 117.27
Vaneck Vectors Etf Tr Pfd Secs Ex Finl (PFXF) 0.0 $54k NEW 2.6k 20.77
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $53k 212.00 250.00
Proshares Tr Pshs Uldow30 New (DXD) 0.0 $52k NEW 5.0k 10.40
Ark Etf Tr Fintech Innova (ARKF) 0.0 $51k +400% 1.0k 51.00
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $49k 891.00 54.99
Pimco Etf Tr Enhancd Short (EMNT) 0.0 $48k 480.00 100.00
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $46k 168.00 273.81
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $45k 210.00 214.29
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.0 $44k -3% 847.00 51.95
Ishares Tr Msci Usa Value (VLUE) 0.0 $44k 430.00 102.33
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.0 $42k -10% 565.00 74.34
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.0 $42k +130% 497.00 84.51
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $41k +459% 794.00 51.64
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $41k 500.00 82.00
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $39k 600.00 65.00
Zomedica Corp (ZOM) 0.0 $39k NEW 24k 1.60
J P Morgan Exchange-traded F Diversfed Rtrn (JPME) 0.0 $37k 450.00 82.22
Etf Managers Tr Etfmg Altr Hrvst (MJ) 0.0 $36k NEW 1.6k 23.09
Novan 0.0 $35k NEW 22k 1.58
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS) 0.0 $35k NEW 381.00 91.86
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $34k +220% 1.1k 30.49
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $34k 259.00 131.27
Ishares Tr Global Tech Etf (IXN) 0.0 $33k 107.00 308.41
Etf Managers Tr Prime Mobile Pay (IPAY) 0.0 $30k NEW 450.00 66.67
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $30k +17% 222.00 135.14
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $30k 1.1k 26.18
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $30k +476% 934.00 32.12
Zoetis Cl A (ZTS) 0.0 $30k NEW 12k 2.44
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $29k 772.00 37.56
Napco Security Systems (NSSC) 0.0 $28k NEW 28k 1.02
Ishares Msci Jpn Etf New (EWJ) 0.0 $28k 412.00 67.96
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $28k 85.00 329.41
Remark Media (MARK) 0.0 $27k 12k 2.31
Ishares Tr Core Msci Euro (IEUR) 0.0 $27k 500.00 54.00
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RYH) 0.0 $27k 100.00 270.00
Invesco Exchange Traded Fd T S&p500 Eql Mat (RTM) 0.0 $27k 175.00 154.29
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $26k +673% 518.00 50.19
Proshares Tr DJ BRKFLD GLB (TOLZ) 0.0 $26k NEW 602.00 43.19
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $26k 444.00 58.56
Invesco Exch Traded Fd Tr Ii Dwa Smlcp Ment (DWAS) 0.0 $26k 300.00 86.67
Otonomy (OTIC) 0.0 $26k 10k 2.60
Spdr Ser Tr Spdr Bloomberg (BIL) 0.0 $26k 287.00 90.59
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $26k 796.00 32.66
Motorcar Parts of America (MPAA) 0.0 $25k NEW 25k 0.99
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $25k 384.00 65.10
Vaneck Vectors Etf Tr Nat Res Etf (HAP) 0.0 $25k NEW 550.00 45.45
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $24k +1339% 331.00 72.51
Stifel Financial (SF) 0.0 $23k NEW 23k 1.01
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $22k 255.00 86.27
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $22k 148.00 148.65
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $20k 110.00 181.82
Middleby Corporation (MIDD) 0.0 $20k NEW 20k 0.98
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.0 $19k 409.00 46.45
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.0 $19k 717.00 26.50
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 0.0 $18k -36% 252.00 71.43
Invesco Exchange Traded Fd T S&p500 Eql Ind (RGI) 0.0 $18k 99.00 181.82
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $18k 100.00 180.00
Global X Fds Mill Themc Etf (MILN) 0.0 $18k NEW 450.00 40.00
Ishares Tr Expanded Tech (IGV) 0.0 $18k +23% 52.00 346.15
Ishares Msci Russia Etf (ERUS) 0.0 $17k 440.00 38.64
Ark Etf Tr 3d Printing Etf (PRNT) 0.0 $17k NEW 450.00 37.78
Global X Fds Lithium Btry Etf (LIT) 0.0 $17k +5% 290.00 58.62
Aerpio Pharmaceuticals (ARPO) 0.0 $16k -27% 13k 1.26
Allied Motion Technologies (AMOT) 0.0 $16k NEW 16k 1.00
Vanguard Index Fds Growth Etf (VUG) 0.0 $16k 61.00 262.30
Escalade (ESCA) 0.0 $16k NEW 16k 1.00
Hingham Institution for Savings (HIFS) 0.0 $15k NEW 15k 0.99
Vanguard World Fds Materials Etf (VAW) 0.0 $15k 85.00 176.47
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $15k 87.00 172.41
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.0 $15k 480.00 31.25
Tidal Etf Tr SP FDS S&P 500 (SPUS) 0.0 $15k NEW 564.00 26.60
Invesco Exch Trd Slf Idx Bulshs 2023 Muni (BSMN) 0.0 $14k 545.00 25.69
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $14k 163.00 85.89
Select Sector Spdr Tr Communication (XLC) 0.0 $14k 185.00 75.68
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $14k +17% 256.00 54.69
Ishares Tr U.s. Cnsm Gd Etf (IYK) 0.0 $14k 81.00 172.84
Global X Fds Cloud Computng (CLOU) 0.0 $14k NEW 540.00 25.93
Invesco Exch Trd Slf Idx Bulshs 2022 Muni (BSMM) 0.0 $14k 550.00 25.45
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) 0.0 $14k 550.00 25.45
Atlantic Union B (AUB) 0.0 $13k NEW 13k 1.04
Artesian Res Corp Cl A (ARTNA) 0.0 $13k NEW 13k 0.97
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.0 $13k +1450% 341.00 38.12
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $13k +37037% 10k 1.30
Ishares Tr Us Br Del Se Etf (IAI) 0.0 $13k 142.00 91.55
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $13k 80.00 162.50
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $13k 117.00 111.11
Keysight Technologies (KEYS) 0.0 $12k NEW 12k 0.99
Victory Portfolios Ii Victoryshs Us (VSMV) 0.0 $12k 325.00 36.92
Ishares Tr U.s. Finls Etf (IYF) 0.0 $12k 158.00 75.95
Vanguard Index Fds Large Cap Etf (VV) 0.0 $12k 65.00 184.62
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) 0.0 $12k 200.00 60.00
Superior Uniform (SGC) 0.0 $11k NEW 11k 1.03