Pacific Center for Financial Services
Latest statistics and disclosures from Pacific Center for Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUSB, JEPI, QQQ, VTI, IJR, and represent 47.50% of Pacific Center for Financial Services's stock portfolio.
- Added to shares of these 10 stocks: XLV (+$14M), JEPI (+$8.4M), SPLV, IJR, VOE, XLRE, VNQ, BRK.B, VUSB, SPY.
- Started 32 new stock positions in CFMS, NCLH, America Movil Sab De Cv, MAR, DSS, ADEA, TDG, PDS, LUV, REGN.
- Reduced shares in these 10 stocks: MGK (-$15M), VXUS, VTI, VXF, CVX, QQQ, STOT, ICSH, AAPL, PWZ.
- Sold out of its positions in ATVI, BIRD, America Movil Sab De Cv spon adr l, GOLD, BDX, BCRX, CSR, COIN, CRESY, DT.
- Pacific Center for Financial Services was a net buyer of stock by $8.2M.
- Pacific Center for Financial Services has $290M in assets under management (AUM), dropping by 13.51%.
- Central Index Key (CIK): 0001698222
Tip: Access up to 7 years of quarterly data
Positions held by Pacific Center for Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Pacific Center for Financial Services
Pacific Center for Financial Services holds 412 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 13.0 | $38M | 766k | 49.24 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 11.3 | $33M | +34% | 600k | 54.60 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.3 | $27M | 84k | 320.93 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 8.8 | $26M | 125k | 204.10 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 5.2 | $15M | +3% | 155k | 96.70 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 4.9 | $14M | +3046% | 110k | 129.46 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 4.6 | $13M | +3% | 160k | 83.04 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 4.1 | $12M | +4% | 89k | 134.07 |
|
| Victory Portfolios Ii Vcshs Us Eq Incm (CDC) | 3.6 | $11M | 173k | 60.62 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 3.4 | $9.8M | 135k | 72.74 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.3 | $9.6M | 38k | 250.16 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 2.6 | $7.5M | -66% | 37k | 204.51 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.3 | $6.6M | 15k | 458.41 |
|
|
| Vanguard Wellington Us Value Factr (VFVA) | 2.0 | $5.9M | 61k | 96.97 |
|
|
| Apple (AAPL) | 1.7 | $5.0M | -4% | 30k | 164.90 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.5 | $4.3M | +14% | 70k | 62.40 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $4.1M | 19k | 210.93 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $2.6M | +5% | 25k | 105.50 |
|
| Chevron Corporation (CVX) | 0.9 | $2.5M | -9% | 16k | 163.16 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.5M | +16% | 8.0k | 308.77 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.6 | $1.7M | -16% | 12k | 140.20 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.6 | $1.7M | +32% | 45k | 37.38 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.4 | $1.2M | 23k | 53.98 |
|
|
| Microsoft Corporation (MSFT) | 0.4 | $1.1M | 3.7k | 288.31 |
|
|
| At&t (T) | 0.4 | $1.0M | -3% | 53k | 19.25 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $999k | -32% | 18k | 55.21 |
|
| Wells Fargo & Company (WFC) | 0.3 | $873k | 23k | 37.38 |
|
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.3 | $851k | -2% | 5.6k | 151.13 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.3 | $780k | 3.3k | 238.44 |
|
|
| NVIDIA Corporation (NVDA) | 0.3 | $771k | 2.8k | 277.82 |
|
|
| Nextera Energy (NEE) | 0.3 | $744k | +3% | 9.7k | 77.08 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.2 | $687k | 4.2k | 164.52 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $609k | +3% | 5.6k | 109.65 |
|
| Visa Com Cl A (V) | 0.2 | $535k | 2.4k | 225.44 |
|
|
| Valero Energy Corporation (VLO) | 0.2 | $533k | 3.8k | 139.61 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $522k | 7.7k | 67.65 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $514k | -4% | 3.9k | 130.32 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $501k | 736.00 | 680.71 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $488k | 2.7k | 183.22 |
|
|
| Amazon (AMZN) | 0.2 | $485k | 4.7k | 103.29 |
|
|
| Verizon Communications (VZ) | 0.2 | $476k | 12k | 38.89 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $470k | -6% | 4.5k | 104.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $466k | +69% | 1.2k | 376.07 |
|
| Procter & Gamble Company (PG) | 0.2 | $453k | -8% | 3.0k | 148.69 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $450k | +2% | 4.3k | 103.73 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $432k | +7% | 869.00 | 497.11 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $427k | +88% | 1.0k | 409.33 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $424k | -20% | 5.2k | 82.16 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $409k | +17% | 15k | 27.49 |
|
| Walt Disney Company (DIS) | 0.1 | $406k | 4.1k | 100.13 |
|
|
| Abbvie (ABBV) | 0.1 | $405k | 2.5k | 159.38 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $390k | -4% | 1.2k | 332.74 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $388k | 5.1k | 76.21 |
|
|
| Dolby Laboratories Com Cl A (DLB) | 0.1 | $384k | -12% | 4.5k | 85.42 |
|
| Coca-Cola Company (KO) | 0.1 | $381k | -16% | 6.1k | 62.03 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $377k | 4.3k | 87.77 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $374k | -32% | 3.4k | 110.50 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $369k | -38% | 7.3k | 50.25 |
|
| Nextera Energy Partners Com Unit Part In (NEP) | 0.1 | $335k | 5.5k | 60.75 |
|
|
| Public Storage (PSA) | 0.1 | $318k | 1.1k | 302.14 |
|
|
| Kinder Morgan (KMI) | 0.1 | $303k | 17k | 17.51 |
|
|
| Avnet (AVT) | 0.1 | $300k | +82% | 6.6k | 45.20 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $297k | 1.9k | 154.04 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $289k | +2% | 2.5k | 117.17 |
|
| Citigroup Com New (C) | 0.1 | $288k | 6.2k | 46.89 |
|
|
| Copart (CPRT) | 0.1 | $285k | +100% | 3.8k | 75.21 |
|
| Honeywell International (HON) | 0.1 | $281k | 1.5k | 191.12 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $276k | 4.1k | 67.68 |
|
|
| Cisco Systems (CSCO) | 0.1 | $274k | 5.2k | 52.28 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $260k | 5.0k | 52.40 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $258k | 6.8k | 37.91 |
|
|
| Pfizer (PFE) | 0.1 | $233k | -2% | 5.7k | 40.80 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $218k | 3.0k | 73.15 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $216k | -36% | 2.8k | 76.49 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $215k | +75% | 2.6k | 82.82 |
|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $207k | +200% | 6.2k | 33.24 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $194k | +343% | 1.3k | 151.01 |
|
| Consolidated Edison (ED) | 0.1 | $191k | 2.0k | 95.67 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $191k | 2.8k | 69.31 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $190k | +435% | 428.00 | 444.38 |
|
| Dow (DOW) | 0.1 | $188k | +2% | 3.4k | 54.82 |
|
| Home Depot (HD) | 0.1 | $179k | 606.00 | 294.99 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $175k | 12k | 15.10 |
|
|
| Ishares Tr Residential Mult (REZ) | 0.1 | $173k | -42% | 2.5k | 70.62 |
|
| Meta Platforms Cl A (META) | 0.1 | $173k | -19% | 816.00 | 211.94 |
|
| General Electric Com New (GE) | 0.1 | $169k | -34% | 1.8k | 95.61 |
|
| Bank of America Corporation (BAC) | 0.1 | $169k | 5.9k | 28.60 |
|
|
| Linde SHS | 0.1 | $169k | NEW | 474.00 | 355.44 |
|
| American Electric Power Company (AEP) | 0.1 | $166k | 1.8k | 90.99 |
|
|
| Tesla Motors (TSLA) | 0.1 | $165k | +11% | 793.00 | 207.47 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $164k | NEW | 673.00 | 244.33 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $163k | 708.00 | 230.48 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $162k | -2% | 1.7k | 92.92 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $153k | 1.2k | 129.14 |
|
|
| Caterpillar (CAT) | 0.1 | $152k | 663.00 | 228.99 |
|
|
| Invesco Exchange Traded Fd T Global Drgn Cn (PGJ) | 0.1 | $151k | -33% | 5.1k | 29.69 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $149k | 1.0k | 146.70 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $148k | NEW | 630.00 | 235.41 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $147k | 405.00 | 363.56 |
|
|
| BancFirst Corporation (BANF) | 0.1 | $145k | 1.8k | 83.10 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $142k | 906.00 | 156.79 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $142k | -7% | 1.4k | 99.28 |
|
| Wal-Mart Stores (WMT) | 0.0 | $141k | 955.00 | 147.45 |
|
|
| Vanguard World Fds Utilities Etf (VPU) | 0.0 | $135k | 918.00 | 147.52 |
|
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $135k | 8.8k | 15.46 |
|
|
| Ssga Active Tr Spdr Dbleln Shrt (STOT) | 0.0 | $134k | -65% | 2.9k | 46.43 |
|
| Booking Holdings (BKNG) | 0.0 | $133k | 50.00 | 2652.42 |
|
|
| Merck & Co (MRK) | 0.0 | $130k | -7% | 1.2k | 106.39 |
|
| Sempra Energy (SRE) | 0.0 | $127k | 839.00 | 151.16 |
|
|
| Simpson Manufacturing (SSD) | 0.0 | $121k | 1.1k | 109.64 |
|
|
| Prologis (PLD) | 0.0 | $119k | 956.00 | 124.77 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $116k | -19% | 747.00 | 155.10 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $115k | 1.2k | 96.73 |
|
|
| Ross Stores (ROST) | 0.0 | $110k | 1.0k | 106.15 |
|
|
| Snap Cl A (SNAP) | 0.0 | $106k | -9% | 9.4k | 11.21 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $106k | +56% | 558.00 | 189.56 |
|
| McDonald's Corporation (MCD) | 0.0 | $105k | 377.00 | 279.37 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $105k | +44% | 590.00 | 178.40 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $104k | 2.2k | 47.85 |
|
|
| Netflix (NFLX) | 0.0 | $103k | 299.00 | 345.48 |
|
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $102k | NEW | 4.1k | 25.04 |
|
| DTE Energy Company (DTE) | 0.0 | $101k | 920.00 | 109.54 |
|
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $99k | 257.00 | 385.47 |
|
|
| Boeing Company (BA) | 0.0 | $99k | +32% | 464.00 | 212.41 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $98k | +3% | 8.9k | 11.04 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $95k | 2.8k | 33.48 |
|
|
| Varex Imaging (VREX) | 0.0 | $94k | 5.2k | 18.19 |
|
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $94k | 2.4k | 39.87 |
|
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $91k | 286.00 | 318.00 |
|
|
| Etf Managers Tr Prime Cybr Scrty (HACK) | 0.0 | $91k | 1.9k | 47.82 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $85k | 50.00 | 1708.30 |
|
|
| Target Corporation (TGT) | 0.0 | $84k | 509.00 | 165.65 |
|
|
| Philip Morris International (PM) | 0.0 | $82k | -10% | 845.00 | 97.25 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $82k | 1.5k | 53.34 |
|
|
| Hp (HPQ) | 0.0 | $82k | 2.8k | 29.35 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $82k | 590.00 | 138.34 |
|
|
| Emerson Electric (EMR) | 0.0 | $79k | 908.00 | 87.14 |
|
|
| PG&E Corporation (PCG) | 0.0 | $79k | 4.9k | 16.17 |
|
|
| Altria (MO) | 0.0 | $77k | -11% | 1.7k | 44.62 |
|
| UnitedHealth (UNH) | 0.0 | $77k | 162.00 | 472.65 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $76k | 266.00 | 285.81 |
|
|
| American Express Company (AXP) | 0.0 | $74k | 450.00 | 164.95 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $72k | 325.00 | 222.63 |
|
|
| Edison International (EIX) | 0.0 | $72k | 1.0k | 70.59 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $70k | 2.2k | 32.23 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $69k | 262.00 | 263.19 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $68k | 747.00 | 90.55 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $67k | +5% | 3.4k | 19.78 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $64k | 286.00 | 225.23 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $64k | +48% | 611.00 | 104.10 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $62k | 611.00 | 102.18 |
|
|
| Amgen (AMGN) | 0.0 | $62k | +221% | 257.00 | 241.80 |
|
| Nike CL B (NKE) | 0.0 | $62k | 506.00 | 122.64 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $62k | 307.00 | 201.26 |
|
|
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $59k | 758.00 | 77.89 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $59k | 392.00 | 149.54 |
|
|
| Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 0.0 | $59k | 2.8k | 21.25 |
|
|
| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.0 | $58k | +25% | 1.7k | 34.68 |
|
| Intel Corporation (INTC) | 0.0 | $58k | -18% | 1.8k | 32.67 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $56k | 1.2k | 45.44 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $52k | 744.00 | 69.72 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $52k | NEW | 677.00 | 76.60 |
|
| 3M Company (MMM) | 0.0 | $52k | -11% | 491.00 | 105.11 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $51k | 506.00 | 101.18 |
|
|
| Bio Rad Labs Cl A (BIO) | 0.0 | $49k | 103.00 | 479.03 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $48k | 673.00 | 71.84 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $48k | NEW | 588.00 | 82.03 |
|
| Keysight Technologies (KEYS) | 0.0 | $48k | 295.00 | 161.48 |
|
|
| Gilead Sciences (GILD) | 0.0 | $47k | 571.00 | 82.90 |
|
|
| Pepsi (PEP) | 0.0 | $47k | -34% | 257.00 | 182.52 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $44k | 2.8k | 15.93 |
|
|
| Fortune Brands (FBIN) | 0.0 | $44k | 750.00 | 58.73 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $44k | 277.00 | 158.76 |
|
|
| Jpmorgan Chase & Co Alerian Ml Etn (AMJ) | 0.0 | $44k | 2.0k | 22.19 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $43k | +352% | 1.7k | 25.50 |
|
| Pulte (PHM) | 0.0 | $42k | 712.00 | 58.28 |
|
|
| Ford Motor Company (F) | 0.0 | $41k | 3.3k | 12.60 |
|
|
| International Business Machines (IBM) | 0.0 | $41k | 312.00 | 131.09 |
|
|
| salesforce (CRM) | 0.0 | $41k | -48% | 204.00 | 199.78 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $40k | 1.3k | 32.15 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $40k | 500.00 | 79.24 |
|
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $40k | 1.3k | 29.53 |
|
|
| Sonos (SONO) | 0.0 | $39k | 2.0k | 19.62 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $39k | 736.00 | 52.70 |
|
|
| General Mills (GIS) | 0.0 | $39k | 451.00 | 85.49 |
|
|
| Listed Fd Tr Wahed Ftse Etf (HLAL) | 0.0 | $38k | 978.00 | 38.98 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $38k | 370.00 | 101.26 |
|
|
| Evergy (EVRG) | 0.0 | $37k | 598.00 | 61.12 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $36k | 988.00 | 36.05 |
|
|
| Paramount Global Class B Com (PARA) | 0.0 | $35k | 1.6k | 22.31 |
|
|
| Goldman Sachs (GS) | 0.0 | $33k | +62% | 101.00 | 327.12 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $33k | 439.00 | 74.71 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $33k | NEW | 810.00 | 40.40 |
|
| Southwest Airlines (LUV) | 0.0 | $33k | NEW | 1.0k | 32.54 |
|
| Qualcomm (QCOM) | 0.0 | $31k | -70% | 246.00 | 127.58 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $31k | 448.00 | 69.92 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $31k | 789.00 | 39.46 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $31k | +14% | 428.00 | 71.78 |
|
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.0 | $31k | -26% | 832.00 | 36.60 |
|
| Essex Property Trust (ESS) | 0.0 | $30k | 143.00 | 209.52 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $29k | 265.00 | 109.61 |
|
|
| Carnival Corp Common Stock (CCL) | 0.0 | $29k | +16% | 2.8k | 10.15 |
|
| Dominion Resources (D) | 0.0 | $28k | 500.00 | 55.91 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $27k | 1.1k | 25.90 |
|
|
| Prudential Financial (PRU) | 0.0 | $27k | 328.00 | 82.74 |
|
|
| First Tr Exchange Traded S Netwrk Fut Veh (CARZ) | 0.0 | $26k | -25% | 513.00 | 50.95 |
|
| Tractor Supply Company (TSCO) | 0.0 | $26k | 110.00 | 235.05 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $25k | 560.00 | 45.17 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $25k | +5% | 128.00 | 194.09 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $24k | 350.00 | 69.41 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $24k | 1.9k | 12.47 |
|
|
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $24k | 1.7k | 14.00 |
|
|
| Kimco Realty Corporation (KIM) | 0.0 | $23k | 1.2k | 19.54 |
|
|
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $23k | 218.00 | 104.51 |
|
|
| Dt Midstream Common Stock (DTM) | 0.0 | $23k | 459.00 | 49.37 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $23k | 136.00 | 166.55 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $23k | 220.00 | 102.77 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $22k | 308.00 | 71.51 |
|
|
| CSX Corporation (CSX) | 0.0 | $22k | 720.00 | 29.94 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $22k | 135.00 | 159.14 |
|
|
| Starwood Property Trust (STWD) | 0.0 | $21k | 1.2k | 17.69 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $21k | 213.00 | 97.93 |
|
|
| Workday Cl A (WDAY) | 0.0 | $21k | 100.00 | 206.54 |
|
|
| Deere & Company (DE) | 0.0 | $21k | 50.00 | 412.88 |
|
|
| American Water Works (AWK) | 0.0 | $21k | 140.00 | 146.49 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $21k | 113.00 | 181.19 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RYH) | 0.0 | $20k | 69.00 | 291.70 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $20k | 80.00 | 246.90 |
|
|
| Biogen Idec (BIIB) | 0.0 | $20k | 71.00 | 278.04 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $20k | 200.00 | 98.09 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $20k | 314.00 | 62.45 |
|
|
| Ishares Tr Genomics Immun (IDNA) | 0.0 | $20k | 840.00 | 23.28 |
|
|
| Dollar General (DG) | 0.0 | $19k | 92.00 | 210.47 |
|
|
| Vanguard Wellington Us Multifactor (VFMF) | 0.0 | $19k | -30% | 194.00 | 99.10 |
|
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $19k | 390.00 | 49.11 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $19k | +170% | 208.00 | 92.07 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $19k | 250.00 | 74.31 |
|
|
| Yum! Brands (YUM) | 0.0 | $19k | 140.00 | 132.09 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $18k | -36% | 184.00 | 98.32 |
|
| Hershey Company (HSY) | 0.0 | $18k | 71.00 | 254.42 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $18k | 187.00 | 93.59 |
|
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $17k | -35% | 219.00 | 77.67 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $17k | 50.00 | 336.12 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $17k | -59% | 236.00 | 71.14 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $17k | 125.00 | 134.22 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $16k | 222.00 | 73.78 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $16k | 64.00 | 246.47 |
|
|
| Vmware Cl A Com (VMW) | 0.0 | $15k | -45% | 122.00 | 124.85 |
|
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $15k | 850.00 | 17.85 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $15k | 112.00 | 134.83 |
|
|
| Baxter International (BAX) | 0.0 | $15k | 371.00 | 40.56 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $15k | 817.00 | 18.36 |
|
|
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.0 | $15k | 275.00 | 54.26 |
|
|
| Lowe's Companies (LOW) | 0.0 | $15k | 73.00 | 199.97 |
|
|
| Ballard Pwr Sys (BLDP) | 0.0 | $15k | 2.6k | 5.57 |
|
|
| American Tower Reit (AMT) | 0.0 | $14k | 70.00 | 204.34 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $14k | 220.00 | 64.52 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $13k | 282.00 | 47.32 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $13k | -27% | 32.00 | 411.09 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $13k | 269.00 | 48.79 |
|
|
| Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) | 0.0 | $13k | 636.00 | 19.70 |
|
|
| Lexington Realty Trust (LXP) | 0.0 | $12k | 1.2k | 10.31 |
|
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $12k | 200.00 | 59.19 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $12k | 533.00 | 22.12 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $12k | 46.00 | 249.46 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $11k | -50% | 123.00 | 92.00 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $11k | +600% | 77.00 | 144.84 |
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $11k | 86.00 | 125.57 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $10k | 279.00 | 37.38 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $10k | 364.00 | 28.38 |
|
|
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $10k | 255.00 | 40.41 |
|
|
| First Tr Exchange Traded Wtr Etf (FIW) | 0.0 | $10k | 122.00 | 83.80 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $10k | 26.00 | 385.38 |
|
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $10k | 332.00 | 30.08 |
|
|
| Kroger (KR) | 0.0 | $9.9k | 200.00 | 49.37 |
|
|
| H&R Block (HRB) | 0.0 | $9.9k | 280.00 | 35.25 |
|
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $9.8k | 2.3k | 4.28 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $9.7k | 192.00 | 50.61 |
|
|
| Capital One Financial (COF) | 0.0 | $9.6k | 100.00 | 96.16 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $9.6k | 192.00 | 49.79 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $9.4k | 48.00 | 194.90 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $9.3k | 350.00 | 26.64 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $9.2k | NEW | 55.00 | 167.22 |
|
| TJX Companies (TJX) | 0.0 | $9.1k | 116.00 | 78.36 |
|
|
| Ishares Msci Aust Etf (EWA) | 0.0 | $8.9k | +2% | 390.00 | 22.92 |
|
| Yum China Holdings (YUMC) | 0.0 | $8.9k | 140.00 | 63.39 |
|
|
| Apartment Income Reit Corp (AIRC) | 0.0 | $8.8k | 247.00 | 35.81 |
|
|
| News Corp Cl A (NWSA) | 0.0 | $8.7k | 505.00 | 17.27 |
|
|
| Roku Com Cl A (ROKU) | 0.0 | $8.6k | 130.00 | 65.82 |
|
|
| WestAmerica Ban (WABC) | 0.0 | $8.4k | 190.00 | 44.30 |
|
|
| Cheesecake Factory Incorporated (CAKE) | 0.0 | $8.4k | 239.00 | 35.05 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $8.4k | 50.00 | 167.32 |
|
|
| Corteva (CTVA) | 0.0 | $8.2k | 136.00 | 60.32 |
|
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $8.1k | 52.00 | 155.15 |
|
|
| Ishares Tr Robotics Artif (IRBO) | 0.0 | $8.1k | 257.00 | 31.32 |
|
|
| Waste Management (WM) | 0.0 | $8.0k | +2% | 49.00 | 162.69 |
|
| International Paper Company (IP) | 0.0 | $7.9k | 220.00 | 36.06 |
|
|
| Broadcom (AVGO) | 0.0 | $7.7k | 12.00 | 641.58 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $7.6k | 81.00 | 93.90 |
|
|
| Spdr Ser Tr S&p Kensho Intlg (SIMS) | 0.0 | $7.6k | 218.00 | 34.71 |
|
|
| FedEx Corporation (FDX) | 0.0 | $7.5k | -71% | 33.00 | 228.52 |
|
| Wyndham Hotels And Resorts (WH) | 0.0 | $7.5k | 110.00 | 67.85 |
|
|
| Ishares Tr India 50 Etf (INDY) | 0.0 | $6.8k | 166.00 | 41.08 |
|
|
| Twilio Cl A (TWLO) | 0.0 | $6.7k | 100.00 | 66.63 |
|
|
| Whirlpool Corporation (WHR) | 0.0 | $6.6k | 50.00 | 132.02 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $6.6k | -65% | 119.00 | 55.31 |
|
| Etf Ser Solutions Defiance Next (HDRO) | 0.0 | $6.4k | 659.00 | 9.77 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $6.4k | 89.00 | 71.53 |
|
|
| NetScout Systems (NTCT) | 0.0 | $6.3k | 220.00 | 28.65 |
|
|
| Dxc Technology (DXC) | 0.0 | $6.1k | 239.00 | 25.56 |
|
|
| Rbc Cad (RY) | 0.0 | $5.7k | -86% | 60.00 | 95.58 |
|
| MGM Resorts International. (MGM) | 0.0 | $5.5k | 123.00 | 44.42 |
|
|
| America Movil Sab De Cv Spon Ads Rp Cl B | 0.0 | $5.4k | NEW | 255.00 | 21.05 |
|
| PPL Corporation (PPL) | 0.0 | $5.3k | 190.00 | 27.79 |
|
|
| ConocoPhillips (COP) | 0.0 | $5.1k | 51.00 | 99.22 |
|
|
| Chegg (CHGG) | 0.0 | $4.9k | 300.00 | 16.30 |
|
|
| Dupont De Nemours (DD) | 0.0 | $4.9k | 68.00 | 71.78 |
|
|
| Lincoln National Corporation (LNC) | 0.0 | $4.7k | 210.00 | 22.47 |
|
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.0 | $4.7k | +2% | 37.00 | 125.92 |
|
| MetLife (MET) | 0.0 | $4.6k | 80.00 | 57.95 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $4.6k | 8.00 | 576.38 |
|
|
| Danaher Corporation (DHR) | 0.0 | $4.5k | 18.00 | 252.06 |
|
|
| Diamondback Energy (FANG) | 0.0 | $4.5k | NEW | 33.00 | 135.42 |
|
| Travel Leisure Ord (TNL) | 0.0 | $4.3k | 110.00 | 39.20 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $4.1k | 115.00 | 35.58 |
|
|
| Juniper Networks (JNPR) | 0.0 | $3.9k | 114.00 | 34.42 |
|
|
| Nordstrom (JWN) | 0.0 | $3.8k | 236.00 | 16.27 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $3.8k | 46.00 | 81.74 |
|
|
| Moderna (MRNA) | 0.0 | $3.7k | 24.00 | 154.00 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $3.7k | 91.00 | 40.34 |
|
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $3.7k | 81.00 | 45.23 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $3.4k | 132.00 | 25.50 |
|
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $3.2k | 59.00 | 54.42 |
|
|
| Stryker Corporation (SYK) | 0.0 | $3.1k | 11.00 | 285.55 |
|
|
| Kraft Heinz (KHC) | 0.0 | $3.1k | 81.00 | 38.68 |
|
|
| Masterbrand Common Stock (MBC) | 0.0 | $3.0k | NEW | 375.00 | 8.04 |
|
| Western Digital (WDC) | 0.0 | $3.0k | 80.00 | 37.67 |
|
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $2.9k | 20.00 | 146.35 |
|
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $2.9k | NEW | 30.00 | 97.27 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $2.9k | -7% | 122.00 | 23.52 |
|
| V.F. Corporation (VFC) | 0.0 | $2.8k | 120.00 | 22.92 |
|
|
| Marvell Technology (MRVL) | 0.0 | $2.7k | 62.00 | 43.31 |
|
|
| Marathon Oil Corporation (MRO) | 0.0 | $2.7k | 112.00 | 23.96 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $2.4k | 59.00 | 40.22 |
|
|
| Allegiant Travel Company (ALGT) | 0.0 | $2.3k | 25.00 | 92.00 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $2.3k | 50.00 | 45.76 |
|
|
| Innoviva (INVA) | 0.0 | $2.3k | 200.00 | 11.25 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $2.1k | 25.00 | 84.40 |
|
|
| C3 Ai Cl A (AI) | 0.0 | $2.1k | 62.00 | 33.58 |
|