Personal Capital Advisors
Latest statistics and disclosures from Personal Capital Advisors Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHF, IWM, BSV, VWO, VNQ, and represent 29.86% of Personal Capital Advisors Corp's stock portfolio.
- Added to shares of these 10 stocks: VGIT (+$647M), USIG (+$478M), ITOT (+$175M), IEFA (+$108M), VNQ (+$76M), IWM (+$63M), VWO (+$58M), VNQI (+$54M), SCHP (+$33M), BA (+$25M).
- Started 55 new stock positions in JNK, KEYS, COUR, IUSG, STZ, IGM, OKE, IWO, BP, PRIM.
- Reduced shares in these 10 stocks: IEI (-$636M), LQD (-$457M), BSV (-$45M), PYPL (-$21M), META (-$21M), IAU (-$16M), ALB (-$14M), CRM (-$11M), CCOI (-$11M), VZ (-$10M).
- Sold out of its positions in RCUS, AVDX, SAN, CDW, CTAS, DORM, FSK, QCLN, Flagstar Ban, ICLN. MRVL, OXY, RPM, RBLX, SPOK, STT, SFY, MGK, MDT.
- Personal Capital Advisors Corp was a net buyer of stock by $797M.
- Personal Capital Advisors Corp has $21B in assets under management (AUM), dropping by 11.31%.
- Central Index Key (CIK): 0001571669
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Personal Capital Advisors Corp holds 489 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 11.2 | $2.3B | 71M | 32.21 |
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Ishares Tr Russell 2000 Etf (IWM) | 5.6 | $1.2B | +5% | 6.6M | 174.36 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.8 | $990M | -4% | 13M | 75.28 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.8 | $989M | +6% | 25M | 38.98 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 3.5 | $717M | +11% | 8.7M | 82.48 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.1 | $647M | NEW | 11M | 58.48 |
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 2.4 | $493M | +12% | 12M | 41.34 |
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Ishares Tr Usd Inv Grde Etf (USIG) | 2.3 | $478M | NEW | 9.7M | 49.11 |
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Ishares Gold Tr Ishares New (IAU) | 2.3 | $471M | -3% | 14M | 34.59 |
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Schwab Strategic Tr Us Tips Etf (SCHP) | 2.1 | $436M | +8% | 8.4M | 51.79 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.1 | $426M | +5% | 11M | 40.51 |
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Ishares Tr Esg Aw Msci Eafe (ESGD) | 2.0 | $413M | +2% | 6.3M | 65.74 |
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.8 | $378M | +4% | 3.7M | 102.81 |
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 1.6 | $330M | 8.1M | 40.89 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $318M | +5% | 1.7M | 191.19 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 1.5 | $300M | +140% | 3.5M | 84.80 |
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Apple (AAPL) | 1.2 | $245M | 1.9M | 129.93 |
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Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.2 | $240M | 2.5M | 96.96 |
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 1.1 | $235M | +6% | 16M | 14.78 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.1 | $222M | +2% | 4.7M | 47.43 |
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Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 1.0 | $214M | -2% | 8.8M | 24.23 |
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Microsoft Corporation (MSFT) | 1.0 | $200M | 835k | 239.82 |
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Ishares Esg Awr Msci Em (ESGE) | 0.8 | $170M | +5% | 5.6M | 30.07 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $150M | 486k | 308.90 |
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Alphabet Cap Stk Cl C (GOOG) | 0.7 | $150M | -4% | 1.7M | 88.73 |
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JPMorgan Chase & Co. (JPM) | 0.7 | $144M | +8% | 1.1M | 134.10 |
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Mastercard Incorporated Cl A (MA) | 0.7 | $135M | +2% | 389k | 347.73 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $130M | 615k | 210.52 |
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Ishares Tr Tips Bd Etf (TIP) | 0.6 | $123M | -5% | 1.2M | 106.44 |
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Procter & Gamble Company (PG) | 0.6 | $122M | 806k | 151.56 |
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Amazon (AMZN) | 0.6 | $120M | +2% | 1.4M | 84.00 |
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Wal-Mart Stores (WMT) | 0.5 | $112M | 788k | 141.79 |
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Pfizer (PFE) | 0.5 | $111M | +2% | 2.2M | 51.24 |
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UnitedHealth (UNH) | 0.5 | $110M | 207k | 530.18 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $109M | +10834% | 1.8M | 61.64 |
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Exxon Mobil Corporation (XOM) | 0.5 | $106M | 965k | 110.30 |
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Starbucks Corporation (SBUX) | 0.5 | $106M | 1.1M | 99.20 |
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Johnson & Johnson (JNJ) | 0.5 | $104M | 590k | 176.65 |
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Amgen (AMGN) | 0.5 | $103M | 390k | 262.64 |
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Nextera Energy (NEE) | 0.5 | $101M | 1.2M | 83.60 |
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Netflix (NFLX) | 0.5 | $100M | -8% | 339k | 294.88 |
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Chevron Corporation (CVX) | 0.5 | $98M | 548k | 179.49 |
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Honeywell International (HON) | 0.5 | $98M | 456k | 214.30 |
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Dupont De Nemours (DD) | 0.5 | $96M | +2% | 1.4M | 68.63 |
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Abbott Laboratories (ABT) | 0.5 | $93M | +2% | 849k | 109.79 |
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Bank of America Corporation (BAC) | 0.4 | $93M | 2.8M | 33.12 |
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Spdr Ser Tr Bloomberg Emergi (EBND) | 0.4 | $93M | +20% | 4.5M | 20.56 |
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NVIDIA Corporation (NVDA) | 0.4 | $91M | +29% | 623k | 146.14 |
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Home Depot (HD) | 0.4 | $91M | +2% | 288k | 315.86 |
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Coca-Cola Company (KO) | 0.4 | $91M | 1.4M | 63.61 |
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Monster Beverage Corp (MNST) | 0.4 | $90M | 882k | 101.53 |
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Costco Wholesale Corporation (COST) | 0.4 | $90M | +2% | 196k | 456.50 |
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Illinois Tool Works (ITW) | 0.4 | $88M | 398k | 220.30 |
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United Parcel Service CL B (UPS) | 0.4 | $86M | +2% | 492k | 173.84 |
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Kraft Heinz (KHC) | 0.4 | $84M | +2% | 2.1M | 40.71 |
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Southern Copper Corporation (SCCO) | 0.4 | $84M | +2% | 1.4M | 60.39 |
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Duke Energy Corp Com New (DUK) | 0.4 | $83M | +3% | 805k | 102.99 |
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Southern Company (SO) | 0.4 | $83M | +2% | 1.2M | 71.41 |
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Chipotle Mexican Grill (CMG) | 0.4 | $82M | 59k | 1387.50 |
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Archer Daniels Midland Company (ADM) | 0.4 | $82M | 882k | 92.85 |
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Air Products & Chemicals (APD) | 0.4 | $77M | 250k | 308.26 |
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Nike CL B (NKE) | 0.4 | $77M | +19% | 658k | 117.01 |
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Walt Disney Company (DIS) | 0.4 | $74M | +3% | 848k | 86.88 |
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Sherwin-Williams Company (SHW) | 0.4 | $73M | +4% | 306k | 237.33 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $71M | +4% | 840k | 84.75 |
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Boeing Company (BA) | 0.3 | $69M | +58% | 363k | 190.49 |
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Sempra Energy (SRE) | 0.3 | $69M | +2% | 447k | 154.54 |
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Baker Hughes Company Cl A (BKR) | 0.3 | $68M | 2.3M | 29.53 |
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Eversource Energy (ES) | 0.3 | $68M | 809k | 83.84 |
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Valero Energy Corporation (VLO) | 0.3 | $66M | 522k | 126.86 |
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AES Corporation (AES) | 0.3 | $66M | 2.3M | 28.76 |
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Nucor Corporation (NUE) | 0.3 | $66M | +2% | 500k | 131.81 |
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Uber Technologies (UBER) | 0.3 | $65M | -5% | 2.6M | 24.73 |
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Abbvie (ABBV) | 0.3 | $65M | +9% | 402k | 161.61 |
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Pinnacle West Capital Corporation (PNW) | 0.3 | $64M | +2% | 843k | 76.04 |
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Waste Management (WM) | 0.3 | $64M | 407k | 156.88 |
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Ecolab (ECL) | 0.3 | $62M | +3% | 426k | 145.56 |
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Kinder Morgan (KMI) | 0.3 | $62M | 3.4M | 18.08 |
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Albemarle Corporation (ALB) | 0.3 | $60M | -19% | 278k | 216.86 |
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CVS Caremark Corporation (CVS) | 0.3 | $60M | 647k | 93.19 |
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Meta Platforms Cl A (META) | 0.3 | $58M | -26% | 484k | 120.34 |
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Dollar Tree (DLTR) | 0.3 | $58M | 410k | 141.44 |
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Verizon Communications (VZ) | 0.3 | $57M | -15% | 1.5M | 39.40 |
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Roper Industries (ROP) | 0.3 | $57M | +2% | 131k | 432.09 |
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At&t (T) | 0.3 | $57M | +4% | 3.1M | 18.41 |
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Newmont Mining Corporation (NEM) | 0.3 | $55M | +16% | 1.2M | 47.20 |
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Service Corporation International (SCI) | 0.3 | $55M | +2% | 788k | 69.14 |
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salesforce (CRM) | 0.3 | $54M | -16% | 410k | 132.59 |
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PPL Corporation (PPL) | 0.3 | $54M | +2% | 1.9M | 29.22 |
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Goldman Sachs (GS) | 0.3 | $54M | +2% | 157k | 343.38 |
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Essential Utils (WTRG) | 0.3 | $54M | +2% | 1.1M | 47.73 |
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L3harris Technologies (LHX) | 0.3 | $54M | 257k | 208.21 |
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Evergy (EVRG) | 0.3 | $53M | +3% | 834k | 62.93 |
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Comcast Corp Cl A (CMCSA) | 0.3 | $52M | -9% | 1.5M | 34.97 |
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Cabot Oil & Gas Corporation (CTRA) | 0.2 | $51M | 2.1M | 24.57 |
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Vanguard World Fds Materials Etf (VAW) | 0.2 | $51M | +3% | 298k | 170.20 |
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Dow (DOW) | 0.2 | $50M | 999k | 50.39 |
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Verisk Analytics (VRSK) | 0.2 | $50M | 285k | 176.42 |
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Eastman Chemical Company (EMN) | 0.2 | $49M | -3% | 601k | 81.44 |
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Fortinet (FTNT) | 0.2 | $49M | +5% | 998k | 48.89 |
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SYSCO Corporation (SYY) | 0.2 | $47M | 617k | 76.45 |
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Darling International (DAR) | 0.2 | $46M | -11% | 738k | 62.59 |
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Paypal Holdings (PYPL) | 0.2 | $46M | -31% | 645k | 71.22 |
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Northern Trust Corporation (NTRS) | 0.2 | $45M | +2% | 513k | 88.49 |
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Vanguard World Fds Utilities Etf (VPU) | 0.2 | $45M | +4% | 294k | 153.36 |
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Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $45M | 619k | 72.35 |
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MGM Resorts International. (MGM) | 0.2 | $42M | +19% | 1.3M | 33.53 |
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Pool Corporation (POOL) | 0.2 | $42M | +8% | 139k | 302.33 |
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Ishares Tr Usd Grn Bond Etf (BGRN) | 0.2 | $42M | +3% | 906k | 45.97 |
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Masco Corporation (MAS) | 0.2 | $40M | +3% | 864k | 46.67 |
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Tyler Technologies (TYL) | 0.2 | $37M | -11% | 114k | 322.41 |
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Vanguard World Fds Consum Stp Etf (VDC) | 0.2 | $37M | +2% | 191k | 191.57 |
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Match Group (MTCH) | 0.2 | $36M | +62% | 860k | 41.49 |
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Tesla Motors (TSLA) | 0.2 | $36M | -15% | 289k | 123.18 |
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Charles River Laboratories (CRL) | 0.2 | $35M | -9% | 161k | 217.90 |
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Lowe's Companies (LOW) | 0.2 | $34M | 168k | 199.24 |
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Edwards Lifesciences (EW) | 0.2 | $34M | -16% | 449k | 74.61 |
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Scotts Miracle-gro Cl A (SMG) | 0.1 | $31M | +31% | 634k | 48.59 |
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Intel Corporation (INTC) | 0.1 | $31M | -11% | 1.2M | 26.43 |
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CMS Energy Corporation (CMS) | 0.1 | $29M | +3% | 456k | 63.33 |
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Warner Bros Discovery Com Ser A (WBD) | 0.1 | $29M | +30% | 3.0M | 9.48 |
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Owens Corning (OC) | 0.1 | $28M | 323k | 85.30 |
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Pepsi (PEP) | 0.1 | $26M | +2% | 144k | 180.66 |
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Vanguard World Fds Energy Etf (VDE) | 0.1 | $25M | 209k | 121.28 |
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Portland Gen Elec Com New (POR) | 0.1 | $25M | +2% | 512k | 49.00 |
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Twilio Cl A (TWLO) | 0.1 | $23M | +56% | 476k | 48.96 |
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Merck & Co (MRK) | 0.1 | $23M | -2% | 205k | 110.95 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $22M | +17% | 518k | 41.97 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $22M | +23% | 433k | 50.14 |
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Cloudflare Cl A Com (NET) | 0.1 | $21M | 453k | 45.21 |
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Vanguard World Fds Comm Srvc Etf (VOX) | 0.1 | $20M | +17% | 242k | 82.25 |
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California Water Service (CWT) | 0.1 | $20M | 326k | 60.64 |
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Sanmina (SANM) | 0.1 | $19M | 336k | 57.29 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $19M | +257% | 194k | 96.99 |
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Stepan Company (SCL) | 0.1 | $19M | +2% | 176k | 106.46 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $19M | 91k | 203.81 |
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Charles Schwab Corporation (SCHW) | 0.1 | $18M | 217k | 83.26 |
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Eli Lilly & Co. (LLY) | 0.1 | $18M | 49k | 365.84 |
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TJX Companies (TJX) | 0.1 | $17M | 212k | 79.60 |
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Rli (RLI) | 0.1 | $17M | 128k | 131.27 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $16M | +75% | 362k | 44.81 |
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H.B. Fuller Company (FUL) | 0.1 | $16M | 219k | 71.62 |
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Granite Construction (GVA) | 0.1 | $15M | +2% | 432k | 35.07 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $15M | +26% | 39k | 382.43 |
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Clearwater Paper (CLW) | 0.1 | $15M | +2% | 384k | 37.81 |
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Kimberly-Clark Corporation (KMB) | 0.1 | $15M | 107k | 135.75 |
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Xcel Energy (XEL) | 0.1 | $14M | 205k | 70.11 |
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Colgate-Palmolive Company (CL) | 0.1 | $14M | 178k | 78.79 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $14M | +39% | 42k | 336.53 |
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Consolidated Edison (ED) | 0.1 | $14M | 146k | 95.31 |
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Ormat Technologies (ORA) | 0.1 | $14M | 158k | 86.48 |
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Vanguard World Fds Industrial Etf (VIS) | 0.1 | $14M | +4% | 74k | 182.64 |
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Automatic Data Processing (ADP) | 0.1 | $13M | +2% | 56k | 238.86 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $13M | -98% | 113k | 114.89 |
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Lauder Estee Cos Cl A (EL) | 0.1 | $13M | 52k | 248.11 |
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Balchem Corporation (BCPC) | 0.1 | $13M | +2% | 104k | 122.11 |
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Booking Holdings (BKNG) | 0.1 | $13M | -5% | 6.3k | 2015.12 |
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American Water Works (AWK) | 0.1 | $13M | +3% | 83k | 152.42 |
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Northwestern Corp Com New (NWE) | 0.1 | $13M | +3% | 214k | 59.34 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $13M | +9% | 255k | 49.49 |
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Avangrid (AGR) | 0.1 | $12M | +2% | 290k | 42.98 |
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General Mills (GIS) | 0.1 | $12M | 148k | 83.85 |
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Werner Enterprises (WERN) | 0.1 | $12M | +3% | 307k | 40.26 |
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Hancock Holding Company (HWC) | 0.1 | $12M | +3% | 254k | 48.39 |
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Northwest Natural Holdin (NWN) | 0.1 | $12M | +3% | 254k | 47.59 |
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PPG Industries (PPG) | 0.1 | $12M | -6% | 94k | 125.74 |
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Campbell Soup Company (CPB) | 0.1 | $12M | 206k | 56.75 |
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First Intst Bancsystem Com Cl A (FIBK) | 0.1 | $12M | +3% | 301k | 38.65 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $12M | -97% | 110k | 105.43 |
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AGCO Corporation (AGCO) | 0.1 | $11M | 79k | 138.69 |
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3M Company (MMM) | 0.1 | $11M | +9% | 90k | 119.92 |
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Southwest Gas Corporation (SWX) | 0.1 | $11M | +4% | 175k | 61.88 |
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Xylem (XYL) | 0.1 | $11M | 97k | 110.57 |
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Aaon Com Par $0.004 (AAON) | 0.1 | $10M | 137k | 75.32 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $9.6M | +382% | 133k | 71.84 |
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ICU Medical, Incorporated (ICUI) | 0.0 | $9.6M | +3% | 61k | 157.48 |
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Dominion Resources (D) | 0.0 | $9.5M | -14% | 155k | 61.32 |
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Msci (MSCI) | 0.0 | $9.4M | 20k | 465.16 |
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Expeditors International of Washington (EXPD) | 0.0 | $9.4M | 90k | 103.92 |
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International Flavors & Fragrances (IFF) | 0.0 | $8.6M | -17% | 82k | 104.84 |
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Yeti Hldgs (YETI) | 0.0 | $8.4M | +10% | 204k | 41.31 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $8.4M | 95k | 88.23 |
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Target Corporation (TGT) | 0.0 | $8.1M | +4% | 54k | 149.04 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $8.1M | +27% | 85k | 94.64 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $8.0M | +5% | 21k | 384.20 |
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Illumina (ILMN) | 0.0 | $7.2M | +8% | 36k | 202.20 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $6.5M | 35k | 183.54 |
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Mongodb Cl A (MDB) | 0.0 | $6.3M | 32k | 196.84 |
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Citigroup Com New (C) | 0.0 | $6.3M | -15% | 139k | 45.23 |
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Hain Celestial (HAIN) | 0.0 | $5.9M | +12% | 364k | 16.18 |
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Trex Company (TREX) | 0.0 | $5.7M | +103% | 134k | 42.33 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $5.7M | -16% | 16k | 351.34 |
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Ishares Core Msci Emkt (IEMG) | 0.0 | $5.4M | +182% | 116k | 46.70 |
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V.F. Corporation (VFC) | 0.0 | $5.3M | +62% | 193k | 27.61 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $5.2M | +13% | 20k | 266.28 |
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McDonald's Corporation (MCD) | 0.0 | $4.4M | +36% | 17k | 263.53 |
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Bill Com Holdings Ord (BILL) | 0.0 | $4.2M | 38k | 108.96 |
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Visa Com Cl A (V) | 0.0 | $3.9M | 19k | 207.76 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $3.3M | 22k | 151.85 |
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Cisco Systems (CSCO) | 0.0 | $3.1M | -4% | 65k | 47.64 |
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Lockheed Martin Corporation (LMT) | 0.0 | $3.1M | -5% | 6.3k | 486.53 |
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Vanguard Index Fds Growth Etf (VUG) | 0.0 | $3.1M | +16% | 14k | 213.11 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $3.0M | +27% | 14k | 214.24 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $3.0M | +12% | 9.3k | 319.41 |
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Oracle Corporation (ORCL) | 0.0 | $2.9M | -2% | 36k | 81.74 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $2.6M | -8% | 20k | 132.86 |
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Vanguard Index Fds Value Etf (VTV) | 0.0 | $2.4M | +3% | 17k | 140.37 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $2.3M | +16% | 15k | 158.80 |
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Domino's Pizza (DPZ) | 0.0 | $2.3M | 6.5k | 346.40 |
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Broadcom (AVGO) | 0.0 | $2.2M | +2% | 4.0k | 559.13 |
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Masimo Corporation (MASI) | 0.0 | $2.2M | 15k | 147.95 |
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Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $2.1M | +40% | 107k | 19.29 |
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Thermo Fisher Scientific (TMO) | 0.0 | $2.0M | +2% | 3.7k | 550.69 |
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Intuit (INTU) | 0.0 | $2.0M | +11% | 5.1k | 389.22 |
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Advanced Micro Devices (AMD) | 0.0 | $1.9M | +4% | 29k | 64.77 |
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American Express Company (AXP) | 0.0 | $1.8M | -3% | 12k | 147.75 |
|
Qualcomm (QCOM) | 0.0 | $1.7M | +10% | 16k | 109.94 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.7M | -4% | 33k | 51.72 |
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.6M | 36k | 45.15 |
|
|
International Business Machines (IBM) | 0.0 | $1.6M | -5% | 11k | 140.89 |
|
Autodesk (ADSK) | 0.0 | $1.6M | 8.5k | 186.87 |
|
|
Anthem (ELV) | 0.0 | $1.6M | +2% | 3.0k | 512.97 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.6M | +10% | 9.1k | 169.64 |
|
Eagle Ban (EGBN) | 0.0 | $1.5M | 34k | 44.07 |
|
|
Caterpillar (CAT) | 0.0 | $1.5M | -4% | 6.2k | 239.56 |
|
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $1.4M | +438% | 52k | 26.77 |
|
Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.3M | 11k | 124.44 |
|
|
Texas Instruments Incorporated (TXN) | 0.0 | $1.2M | +3% | 7.5k | 165.21 |
|
Solarwinds Corp Com New (SWI) | 0.0 | $1.2M | NEW | 130k | 9.36 |
|
Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.2M | -7% | 6.9k | 174.20 |
|
Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $1.2M | 21k | 56.11 |
|
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.2M | +2% | 4.9k | 241.90 |
|
Cadence Design Systems (CDNS) | 0.0 | $1.1M | +175% | 6.8k | 160.64 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.1M | 16k | 65.64 |
|
|
Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $1.1M | 25k | 41.61 |
|
|
Mettler-Toledo International (MTD) | 0.0 | $1.0M | -8% | 716.00 | 1445.45 |
|
Danaher Corporation (DHR) | 0.0 | $1.0M | -2% | 3.9k | 265.42 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $986k | +17% | 4.9k | 200.54 |
|
Select Sector Spdr Tr Energy (XLE) | 0.0 | $968k | -3% | 11k | 87.47 |
|
Legalzoom (LZ) | 0.0 | $958k | -35% | 124k | 7.74 |
|
Raytheon Technologies Corp (RTX) | 0.0 | $956k | +30% | 9.5k | 100.92 |
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $953k | +163% | 14k | 70.50 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $911k | 3.4k | 266.84 |
|
|
Select Sector Spdr Tr Financial (XLF) | 0.0 | $909k | +17% | 27k | 34.20 |
|
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $895k | -3% | 20k | 45.65 |
|
Union Pacific Corporation (UNP) | 0.0 | $882k | 4.3k | 207.07 |
|
|
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $866k | +43% | 6.4k | 135.24 |
|
Coupa Software | 0.0 | $857k | 11k | 79.17 |
|
|
Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $847k | +20% | 3.9k | 219.02 |
|
Cgi Cl A Sub Vtg (GIB) | 0.0 | $841k | 9.8k | 86.15 |
|
|
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $840k | +32% | 11k | 73.63 |
|
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $834k | 1.5k | 546.40 |
|
|
Prologis (PLD) | 0.0 | $828k | +10% | 7.3k | 112.73 |
|
Lam Research Corporation (LRCX) | 0.0 | $818k | -4% | 1.9k | 420.30 |
|
Mccormick & Co Com Non Vtg (MKC) | 0.0 | $789k | NEW | 9.5k | 82.89 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $757k | -10% | 10k | 75.54 |
|
Bristol Myers Squibb (BMY) | 0.0 | $755k | 11k | 71.95 |
|
|
Deere & Company (DE) | 0.0 | $752k | -5% | 1.8k | 428.76 |
|
Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $744k | 22k | 33.48 |
|
|
Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.0 | $729k | -54% | 22k | 33.71 |
|
Wells Fargo & Company (WFC) | 0.0 | $725k | -23% | 18k | 41.29 |
|
American Electric Power Company (AEP) | 0.0 | $702k | NEW | 7.4k | 94.95 |
|
ConocoPhillips (COP) | 0.0 | $692k | -18% | 5.9k | 118.00 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $691k | +4% | 4.6k | 151.65 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $671k | 4.9k | 135.85 |
|
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $664k | 11k | 58.50 |
|
|
Emerson Electric (EMR) | 0.0 | $658k | -2% | 6.8k | 96.05 |
|
Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $657k | 3.0k | 220.68 |
|
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $648k | +47% | 4.5k | 145.07 |
|
Applied Materials (AMAT) | 0.0 | $634k | -3% | 6.5k | 97.38 |
|
Caci Intl Cl A (CACI) | 0.0 | $632k | 2.1k | 300.59 |
|
|
Gilead Sciences (GILD) | 0.0 | $624k | -9% | 7.3k | 85.85 |
|
American Tower Reit (AMT) | 0.0 | $618k | -4% | 2.9k | 211.86 |
|
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $613k | +59% | 7.9k | 77.51 |
|
Ishares Tr Esg Aware Msci (ESML) | 0.0 | $612k | 19k | 32.88 |
|
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $605k | -3% | 4.8k | 125.11 |
|
Shell Spon Ads (SHEL) | 0.0 | $604k | +7% | 11k | 56.95 |
|
Ishares Tr Exponential Tech (XT) | 0.0 | $596k | 13k | 47.34 |
|
|
Dbx Etf Tr Xtrack Msci Eurp (DBEU) | 0.0 | $595k | 18k | 33.41 |
|
|
McKesson Corporation (MCK) | 0.0 | $590k | -2% | 1.6k | 375.12 |
|
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $580k | -6% | 5.5k | 105.29 |
|
Kla Corp Com New (KLAC) | 0.0 | $577k | +11% | 1.5k | 377.03 |
|
Boston Scientific Corporation (BSX) | 0.0 | $573k | +21% | 12k | 46.27 |
|
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $572k | +22% | 24k | 23.67 |
|
Wp Carey (WPC) | 0.0 | $569k | +8% | 7.3k | 78.15 |
|
Cigna Corp (CI) | 0.0 | $569k | 1.7k | 331.34 |
|
|
Doximity Cl A (DOCS) | 0.0 | $566k | NEW | 17k | 33.56 |
|
G-III Apparel (GIII) | 0.0 | $557k | -91% | 41k | 13.71 |
|
Coupang Cl A (CPNG) | 0.0 | $552k | 38k | 14.71 |
|
|
Lucid Group (LCID) | 0.0 | $548k | 80k | 6.83 |
|
|
Astrazeneca Sponsored Adr (AZN) | 0.0 | $539k | -6% | 8.0k | 67.80 |
|
Marsh & McLennan Companies (MMC) | 0.0 | $539k | -9% | 3.3k | 165.48 |
|
Marathon Petroleum Corp (MPC) | 0.0 | $533k | -20% | 4.6k | 116.39 |
|
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $533k | +2% | 9.4k | 56.48 |
|
Altria (MO) | 0.0 | $524k | -3% | 12k | 45.71 |
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $513k | +3% | 7.5k | 68.30 |
|
Ida (IDA) | 0.0 | $504k | NEW | 4.7k | 107.85 |
|
Morgan Stanley Com New (MS) | 0.0 | $499k | -5% | 5.9k | 85.02 |
|
Helios Technologies (HLIO) | 0.0 | $498k | 9.2k | 54.44 |
|
|
Ishares Msci Emrg Chn (EMXC) | 0.0 | $497k | 11k | 47.47 |
|
|
W.R. Berkley Corporation (WRB) | 0.0 | $496k | 6.8k | 72.57 |
|
|
Northrop Grumman Corporation (NOC) | 0.0 | $492k | 902.00 | 545.61 |
|
|
Workday Cl A (WDAY) | 0.0 | $490k | 2.9k | 167.33 |
|
|
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $489k | +57% | 5.0k | 98.21 |
|
Vulcan Materials Company (VMC) | 0.0 | $489k | 2.8k | 175.11 |
|
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $486k | +44% | 4.6k | 105.34 |
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $484k | +11% | 2.7k | 179.76 |
|
Bentley Sys Com Cl B (BSY) | 0.0 | $481k | 13k | 36.96 |
|
|
Philip Morris International (PM) | 0.0 | $481k | 4.7k | 101.21 |
|
|
Halozyme Therapeutics (HALO) | 0.0 | $478k | 8.4k | 56.90 |
|
|
MercadoLibre (MELI) | 0.0 | $476k | +11% | 563.00 | 846.24 |
|
Norfolk Southern (NSC) | 0.0 | $475k | -6% | 1.9k | 246.44 |
|
New York Community Ban | 0.0 | $475k | NEW | 55k | 8.60 |
|
Trimble Navigation (TRMB) | 0.0 | $469k | 9.3k | 50.56 |
|
|
Halliburton Company (HAL) | 0.0 | $469k | -9% | 12k | 39.35 |
|
Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $468k | +10% | 1.3k | 348.08 |
|
Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $459k | NEW | 13k | 35.04 |
|
Ishares Tr National Mun Etf (MUB) | 0.0 | $459k | +15% | 4.3k | 105.52 |
|
Ishares Tr Global Reit Etf (REET) | 0.0 | $454k | NEW | 20k | 22.71 |
|
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $450k | -44% | 2.9k | 155.15 |
|
Marriott Intl Cl A (MAR) | 0.0 | $445k | +4% | 3.0k | 148.87 |
|
Vmware Cl A Com | 0.0 | $445k | -4% | 3.6k | 122.76 |
|
Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $441k | NEW | 5.7k | 77.68 |
|
Novo-nordisk A S Adr (NVO) | 0.0 | $438k | -11% | 3.2k | 135.34 |
|
Shopify Cl A (SHOP) | 0.0 | $437k | +29% | 13k | 34.71 |
|
Moody's Corporation (MCO) | 0.0 | $426k | 1.5k | 278.62 |
|
|
Intuitive Surgical Com New (ISRG) | 0.0 | $420k | -10% | 1.6k | 265.35 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $419k | -36% | 3.9k | 108.21 |
|
Confluent Class A Com (CFLT) | 0.0 | $419k | 19k | 22.24 |
|
|
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $417k | -3% | 1.7k | 248.00 |
|
Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $413k | +14% | 5.5k | 74.49 |
|
Airbnb Com Cl A (ABNB) | 0.0 | $411k | 4.8k | 85.50 |
|
|
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $410k | NEW | 17k | 24.06 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $409k | NEW | 4.9k | 83.60 |
|
Agilent Technologies Inc C ommon (A) | 0.0 | $406k | 2.7k | 149.65 |
|
|
Stryker Corporation (SYK) | 0.0 | $403k | -6% | 1.6k | 244.49 |
|
EOG Resources (EOG) | 0.0 | $397k | 3.1k | 129.52 |
|
|
Ishares Tr Ishares Biotech (IBB) | 0.0 | $396k | +4% | 3.0k | 131.27 |
|
BlackRock (BLK) | 0.0 | $395k | -9% | 557.00 | 708.63 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $394k | +8% | 5.8k | 67.45 |
|
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $386k | +17% | 3.8k | 100.79 |
|
Activision Blizzard | 0.0 | $385k | +31% | 5.0k | 76.55 |
|
Proshares Tr Pshs Ultra O&g (DIG) | 0.0 | $383k | NEW | 9.0k | 42.50 |
|
Phillips Edison & Co Common Stock (PECO) | 0.0 | $382k | +21% | 12k | 31.84 |
|
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $371k | 8.1k | 45.50 |
|
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $366k | -33% | 1.1k | 331.33 |
|
Fiserv (FI) | 0.0 | $365k | +6% | 3.6k | 101.07 |
|
Si-bone (SIBN) | 0.0 | $362k | 27k | 13.60 |
|
|
Crescent Point Energy Trust | 0.0 | $356k | 50k | 7.13 |
|
|
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $356k | NEW | 1.3k | 275.98 |
|
Ishares Silver Tr Ishares (SLV) | 0.0 | $356k | 16k | 22.02 |
|
|
Zscaler Incorporated (ZS) | 0.0 | $353k | 3.2k | 111.90 |
|
|
Electronic Arts (EA) | 0.0 | $352k | 2.9k | 122.18 |
|
|
IDEXX Laboratories (IDXX) | 0.0 | $348k | 853.00 | 407.96 |
|
|
First Virginia Community Bank (FVCB) | 0.0 | $345k | NEW | 18k | 19.07 |
|
Capital One Financial (COF) | 0.0 | $343k | 3.7k | 92.96 |
|
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $340k | +2% | 2.4k | 141.25 |
|
Parker-Hannifin Corporation (PH) | 0.0 | $339k | +2% | 1.2k | 291.00 |
|
Humana (HUM) | 0.0 | $339k | -8% | 661.00 | 512.19 |
|
ExlService Holdings (EXLS) | 0.0 | $338k | 2.0k | 169.43 |
|
|
NetApp (NTAP) | 0.0 | $335k | 5.6k | 60.06 |
|
|
Unilever Spon Adr New (UL) | 0.0 | $333k | 6.6k | 50.35 |
|
|
Global X Fds Lithium Btry Etf (LIT) | 0.0 | $330k | -6% | 5.6k | 58.61 |
|
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $330k | +34% | 4.7k | 70.37 |
|
Vanguard World Fds Financials Etf (VFH) | 0.0 | $326k | -3% | 3.9k | 82.73 |
|
Corning Incorporated (GLW) | 0.0 | $325k | +44% | 10k | 31.94 |
|
Phillips 66 (PSX) | 0.0 | $322k | -23% | 3.1k | 104.08 |
|
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $322k | +3% | 7.3k | 43.95 |
|
Schlumberger Com Stk (SLB) | 0.0 | $321k | -16% | 6.0k | 53.46 |
|
Yum! Brands (YUM) | 0.0 | $321k | -11% | 2.5k | 128.08 |
|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $318k | NEW | 7.1k | 44.98 |
|
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $317k | +23% | 4.4k | 72.94 |
|
AFLAC Incorporated (AFL) | 0.0 | $317k | -5% | 4.4k | 71.94 |
|
Truist Financial Corp equities (TFC) | 0.0 | $314k | 7.3k | 43.03 |
|
|
Dover Corporation (DOV) | 0.0 | $312k | NEW | 2.3k | 135.41 |
|
Southwest Airlines (LUV) | 0.0 | $311k | NEW | 9.2k | 33.67 |
|
Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $309k | NEW | 3.4k | 90.00 |
|
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $307k | -2% | 6.6k | 46.72 |
|
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $306k | -4% | 5.5k | 55.44 |
|
Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $305k | 6.1k | 50.04 |
|
|
C H Robinson Worldwide Com New (CHRW) | 0.0 | $303k | +2% | 3.3k | 91.56 |
|
Cogent Communications Hldgs Com New (CCOI) | 0.0 | $303k | -97% | 5.3k | 57.08 |
|
Hp (HPQ) | 0.0 | $302k | -10% | 11k | 26.87 |
|
Zoetis Cl A (ZTS) | 0.0 | $302k | +5% | 2.1k | 146.55 |
|
Oneok (OKE) | 0.0 | $298k | NEW | 4.5k | 65.70 |
|
Navitas Semiconductor Corp-a (NVTS) | 0.0 | $298k | 85k | 3.51 |
|
|
Mondelez Intl Cl A (MDLZ) | 0.0 | $298k | NEW | 4.5k | 66.65 |
|
Infosys Sponsored Adr (INFY) | 0.0 | $294k | 16k | 18.01 |
|
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $291k | +7% | 2.3k | 129.16 |
|
Cummins (CMI) | 0.0 | $290k | +2% | 1.2k | 242.29 |
|
Globant S A (GLOB) | 0.0 | $289k | 1.7k | 168.16 |
|
|
Atkore Intl (ATKR) | 0.0 | $285k | NEW | 2.5k | 113.42 |
|
Chubb (CB) | 0.0 | $285k | -14% | 1.3k | 220.60 |
|
Metropcs Communications (TMUS) | 0.0 | $282k | 2.0k | 139.98 |
|
|
Cme (CME) | 0.0 | $281k | NEW | 1.7k | 168.16 |
|
O'reilly Automotive (ORLY) | 0.0 | $279k | -11% | 331.00 | 844.03 |
|
Lululemon Athletica (LULU) | 0.0 | $279k | +11% | 872.00 | 320.38 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $278k | -19% | 3.7k | 74.49 |
|
Diageo Spon Adr New (DEO) | 0.0 | $278k | +7% | 1.6k | 178.19 |
|
Block Cl A (SQ) | 0.0 | $278k | -3% | 4.4k | 62.84 |
|
The Trade Desk Com Cl A (TTD) | 0.0 | $278k | +33% | 6.2k | 44.83 |
|
Primoris Services (PRIM) | 0.0 | $277k | NEW | 13k | 21.94 |
|
New Mountain Finance Corp (NMFC) | 0.0 | $275k | 22k | 12.37 |
|
|
AutoZone (AZO) | 0.0 | $274k | 111.00 | 2466.18 |
|
|
Canadian Natl Ry (CNI) | 0.0 | $272k | 2.3k | 118.88 |
|
|
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $272k | 3.3k | 82.32 |
|
|
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $271k | -3% | 6.4k | 42.50 |
|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $270k | 11k | 24.28 |
|
|
CSX Corporation (CSX) | 0.0 | $270k | -16% | 8.7k | 30.98 |
|
Walgreen Boots Alliance (WBA) | 0.0 | $266k | -13% | 7.1k | 37.36 |
|
Motorola Solutions Com New (MSI) | 0.0 | $263k | -3% | 1.0k | 257.71 |
|
Te Connectivity SHS (TEL) | 0.0 | $260k | +8% | 2.3k | 114.80 |
|
Global Payments (GPN) | 0.0 | $258k | +4% | 2.6k | 99.32 |
|
PNC Financial Services (PNC) | 0.0 | $255k | +8% | 1.6k | 157.94 |
|
Corteva (CTVA) | 0.0 | $255k | -6% | 4.3k | 58.77 |
|
Ishares Tr Select Divid Etf (DVY) | 0.0 | $251k | 2.1k | 120.60 |
|
|
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $249k | +12% | 5.3k | 46.71 |
|
Broadridge Financial Solutions (BR) | 0.0 | $248k | NEW | 1.9k | 134.13 |
|
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $248k | 1.6k | 158.41 |
|
|
FedEx Corporation (FDX) | 0.0 | $248k | -20% | 1.4k | 173.20 |
|
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $246k | NEW | 7.5k | 32.86 |
|
GSK Sponsored Adr (GSK) | 0.0 | $242k | 6.9k | 35.14 |
|
|
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $239k | NEW | 3.6k | 66.02 |
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $239k | +7% | 1.7k | 138.67 |
|
Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $238k | -35% | 1.6k | 145.93 |
|
Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $237k | NEW | 780.00 | 304.05 |
|
Rockwell Automation (ROK) | 0.0 | $235k | -30% | 914.00 | 257.57 |
|
Webster Financial Corporation (WBS) | 0.0 | $235k | 5.0k | 47.34 |
|
|
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $234k | 3.6k | 65.61 |
|
|
Us Bancorp Del Com New (USB) | 0.0 | $234k | -12% | 5.4k | 43.61 |
|
Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $233k | 2.5k | 92.86 |
|
|
Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $232k | -30% | 2.8k | 83.00 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $232k | NEW | 3.1k | 75.19 |
|
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $231k | -24% | 2.6k | 88.09 |
|
Core Laboratories | 0.0 | $230k | NEW | 11k | 20.27 |
|
Ubs Ag London Branch En Lg Cp Grwth (FBGX) | 0.0 | $230k | 607.00 | 378.24 |
|
|
Simon Property (SPG) | 0.0 | $229k | NEW | 1.9k | 117.47 |
|
Cardlytics (CDLX) | 0.0 | $228k | 39k | 5.78 |
|
|
Eaton Corp SHS (ETN) | 0.0 | $227k | NEW | 1.4k | 156.95 |
|
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $226k | NEW | 2.5k | 91.31 |
|
Encompass Health Corp (EHC) | 0.0 | $225k | -67% | 3.8k | 59.81 |
|
Devon Energy Corporation (DVN) | 0.0 | $224k | -11% | 3.6k | 61.51 |
|
Bank of New York Mellon Corporation (BK) | 0.0 | $224k | NEW | 4.9k | 45.52 |
|
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $222k | NEW | 7.1k | 31.47 |
|
Constellation Brands Cl A (STZ) | 0.0 | $222k | NEW | 958.00 | 231.75 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $221k | -15% | 500.00 | 442.79 |
|
Trane Technologies SHS (TT) | 0.0 | $221k | -52% | 1.3k | 168.09 |
|
CarMax (KMX) | 0.0 | $219k | 3.6k | 60.89 |
|
|
Hershey Company (HSY) | 0.0 | $218k | -14% | 943.00 | 231.57 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $218k | -11% | 756.00 | 288.78 |
|
Palo Alto Networks (PANW) | 0.0 | $215k | -5% | 1.5k | 139.54 |
|
General Electric Com New (GE) | 0.0 | $215k | -26% | 2.6k | 83.79 |
|
White Mountains Insurance Gp (WTM) | 0.0 | $214k | NEW | 151.00 | 1414.33 |
|
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $213k | NEW | 7.3k | 29.07 |
|
BP Sponsored Adr (BP) | 0.0 | $212k | NEW | 6.1k | 34.93 |
|
Pliant Therapeutics (PLRX) | 0.0 | $209k | NEW | 11k | 19.33 |
|
Cal Maine Foods Com New (CALM) | 0.0 | $208k | -13% | 3.8k | 54.44 |
|
Paycom Software (PAYC) | 0.0 | $208k | -37% | 670.00 | 310.31 |
|
Aon Shs Cl A (AON) | 0.0 | $206k | NEW | 687.00 | 300.14 |
|
Alps Etf Tr Rivrfrnt Str Inc (RIGS) | 0.0 | $206k | NEW | 9.1k | 22.63 |
|
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $206k | NEW | 4.1k | 50.67 |
|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $205k | NEW | 3.7k | 55.56 |
|
Sonos (SONO) | 0.0 | $205k | 12k | 16.90 |
|
|
Keysight Technologies (KEYS) | 0.0 | $203k | NEW | 1.2k | 171.07 |
|
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $203k | NEW | 3.8k | 53.44 |
|
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $202k | NEW | 2.4k | 84.59 |
|
Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $202k | NEW | 2.5k | 81.52 |
|
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $201k | NEW | 938.00 | 214.52 |
|
Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $201k | NEW | 717.00 | 280.00 |
|
Freeport-mcmoran CL B (FCX) | 0.0 | $201k | NEW | 5.3k | 38.00 |
|
Ford Motor Company (F) | 0.0 | $199k | -7% | 17k | 11.63 |
|
Coursera (COUR) | 0.0 | $188k | NEW | 16k | 11.83 |
|
Cepton | 0.0 | $183k | 144k | 1.27 |
|
|
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) | 0.0 | $174k | -19% | 10k | 17.32 |
|
Selectquote Ord (SLQT) | 0.0 | $173k | 257k | 0.67 |
|
|
Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $153k | -20% | 13k | 12.28 |
|
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $144k | -13% | 19k | 7.55 |
|
Sirius Xm Holdings (SIRI) | 0.0 | $136k | -11% | 23k | 5.84 |
|
Glimpse Group (VRAR) | 0.0 | $106k | -12% | 35k | 3.03 |
|
Ericsson Adr B Sek 10 (ERIC) | 0.0 | $94k | 16k | 5.84 |
|
|
Under Armour CL C (UA) | 0.0 | $92k | -72% | 10k | 8.92 |
|
Sutro Biopharma (STRO) | 0.0 | $91k | 11k | 8.08 |
|
|
Transocean Reg Shs (RIG) | 0.0 | $82k | -12% | 18k | 4.56 |
|
Genworth Finl Com Cl A (GNW) | 0.0 | $74k | 14k | 5.29 |
|
|
Female Health (VERU) | 0.0 | $58k | 11k | 5.28 |
|
|
Inovio Pharmaceuticals Com New | 0.0 | $18k | NEW | 11k | 1.56 |
|
Ecoark Hldgs Com New | 0.0 | $9.9k | -4% | 43k | 0.23 |
|
Marker Therapeutics Ord | 0.0 | $6.8k | 26k | 0.27 |
|
|
Vistagen Therapeutics Com New | 0.0 | $2.8k | NEW | 27k | 0.10 |
|
Past Filings by Personal Capital Advisors Corp
SEC 13F filings are viewable for Personal Capital Advisors Corp going back to 2013
- Personal Capital Advisors Corp 2022 Q4 filed Feb. 15, 2023
- Personal Capital Advisors Corp 2022 Q3 filed Nov. 7, 2022
- Personal Capital Advisors Corp 2022 Q2 filed Aug. 4, 2022
- Personal Capital Advisors Corp 2022 Q1 filed May 16, 2022
- Personal Capital Advisors Corp 2021 Q4 filed Feb. 11, 2022
- Personal Capital Advisors Corp 2021 Q3 filed Nov. 12, 2021
- Personal Capital Advisors Corp 2021 Q2 filed Aug. 11, 2021
- Personal Capital Advisors Corp 2021 Q1 filed May 14, 2021
- Personal Capital Advisors Corp 2020 Q4 filed Feb. 12, 2021
- Personal Capital Advisors Corp 2020 Q3 filed Nov. 13, 2020
- Personal Capital Advisors Corp 2020 Q2 filed Aug. 12, 2020
- Personal Capital Advisors Corp 2020 Q1 filed May 12, 2020
- Personal Capital Advisors Corp 2019 Q4 filed Feb. 13, 2020
- Personal Capital Advisors Corp 2019 Q3 filed Nov. 7, 2019
- Personal Capital Advisors Corp 2019 Q2 filed Aug. 14, 2019
- Personal Capital Advisors Corp 2019 Q1 filed May 13, 2019