Personal Resources Investment & Strategic Management

Latest statistics and disclosures from Personal Resources Investment & Strategic Management's latest quarterly 13F-HR filing:

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Positions held by Personal Resources Investment & Strategic Management, Inc. consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Personal Resources Investment & Strategic Management

Companies in the Personal Resources Investment & Strategic Management portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.0 $19M -13% 68k 277.84
Proshares Tr S&p 500 Dv Arist (NOBL) 7.4 $18M +6% 242k 72.15
Ishares Tr Core Div Grwth (DGRO) 7.3 $17M +8% 434k 39.79
Goldman Sachs Etf Tr Activebeta Eme (GEM) 7.1 $17M +4% 515k 32.79
First Tr Value Line Divid In SHS (FVD) 7.1 $17M +6% 536k 31.46
Ishares Tr Msci Eafe Min Vl (EFAV) 6.6 $16M 230k 68.13
Ishares Tr Msci Eafe Etf (EFA) 6.4 $15M +14% 237k 63.65
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.0 $12M +77% 229k 52.19
Ishares Tr Msci Usa Mmentm (MTUM) 5.0 $12M -11% 80k 147.40
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 4.9 $12M +18% 279k 41.35
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 3.9 $9.2M +3% 149k 61.90
Ishares Tr Rus 1000 Val Etf (IWD) 3.8 $8.9M -8% 76k 118.13
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 3.6 $8.6M +16% 167k 51.68
First Tr Exchange-traded First Tr Enh New (FTSM) 3.6 $8.6M +16% 144k 60.02

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Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.5 $8.3M -17% 25k 334.89
Vanguard Index Fds Value Etf (VTV) 3.2 $7.7M -37% 73k 104.51
Ishares Tr Msci China Etf (MCHI) 2.6 $6.2M 83k 74.17
Ishares Tr Core Msci Eafe (IEFA) 1.6 $3.7M -38% 62k 60.27
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 1.3 $3.2M +13% 59k 54.60
Ishares Tr Msci Emg Mkt Etf (EEM) 1.1 $2.7M -29% 62k 44.09
First Tr Exchange Traded Wtr Etf (FIW) 1.1 $2.7M -39% 44k 60.44
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.1 $2.6M 15k 172.89
Ishares Tr China Lg-cap Etf (FXI) 0.5 $1.2M -28% 28k 42.00
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $1.0M -12% 20k 52.45
Ishares Tr Ibonds Dec 27 (IBMP) 0.4 $955k 35k 27.07
Apple (AAPL) 0.3 $800k +275% 6.9k 115.86
Ishares Tr Ibonds Dec 26 (IBMO) 0.3 $717k 27k 26.93
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $717k 13k 54.32
Ishares Tr Ibonds Dec2022 (IBMK) 0.3 $679k 26k 26.51
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $571k NEW 17k 32.75
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $547k 4.9k 112.37
Ishares Tr Core S&p500 Etf (IVV) 0.2 $464k 1.4k 335.99
Microsoft Corporation (MSFT) 0.2 $428k -5% 2.0k 210.32
Mastercard Incorporated Cl A (MA) 0.2 $372k -27% 1.1k 338.18
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $353k 5.8k 60.81
Ishares Tr Ibonds Dec2021 (IBMJ) 0.1 $351k 14k 25.92
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $350k -43% 2.4k 147.06
Procter & Gamble Company (PG) 0.1 $278k 2.0k 139.00
Johnson & Johnson (JNJ) 0.1 $266k 1.8k 148.77
Spdr Gold Tr Gold Shs (GLD) 0.1 $266k 1.5k 177.33
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $232k NEW 1.9k 121.98
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $231k -41% 1.8k 127.69
Ishares Tr Nasdaq Biotech (IBB) 0.1 $204k 1.5k 135.55
Pitney Bowes (PBI) 0.1 $132k 25k 5.33
Tegna (TGNA) 0.1 $130k 11k 11.75
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $93k 10k 8.99
Cemex Sab De Cv Spon Adr New (CX) 0.0 $83k 22k 3.81

Past Filings by Personal Resources Investment & Strategic Management

SEC 13F filings are viewable for Personal Resources Investment & Strategic Management going back to 2017