Private Portfolio Partners

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

  • Top 5 stock holdings are VTV, VUG, VBK, IEF, VWO, and represent 26.97% of Private Portfolio Partners's stock portfolio.
  • Added to shares of these 10 stocks: VTV (+$44M), VUG (+$44M), VBK (+$20M), IEF (+$19M), VWO (+$18M), VBR (+$14M), VTEB (+$13M), AAPL (+$13M), EFG (+$11M), IWF (+$10M).
  • Started 206 new stock positions in IRM, SHY, VWOB, CE, COST, GS, TT, IVE, F, IBDU.
  • Reduced shares in these 10 stocks: USFR, FTSM, MO, MOAT, SHOP, GDX, MUJ, PLUG, RDVY, CMCSA.
  • Sold out of its positions in PTON, VXRT.
  • Private Portfolio Partners was a net buyer of stock by $406M.
  • Private Portfolio Partners has $534M in assets under management (AUM), dropping by 334.16%.
  • Central Index Key (CIK): 0001766520

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Portfolio Holdings for Private Portfolio Partners

Private Portfolio Partners holds 293 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 8.3 $44M NEW 253k 174.57
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Vanguard Index Fds Growth Etf (VUG) 8.2 $44M NEW 114k 383.93
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.7 $20M NEW 73k 267.37
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 3.5 $19M NEW 190k 98.12
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $18M NEW 372k 47.85
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 3.0 $16M +13% 174k 91.81
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Vanguard Index Fds Sm Cp Val Etf (VBR) 2.7 $14M NEW 71k 200.78
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.5 $13M NEW 259k 51.12
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Apple (AAPL) 2.4 $13M NEW 55k 233.00
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Ishares Tr Eafe Grwth Etf (EFG) 2.1 $11M NEW 104k 107.65
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Ishares Tr Rus 1000 Grw Etf (IWF) 2.0 $10M NEW 28k 375.38
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Microsoft Corporation (MSFT) 1.6 $8.8M NEW 20k 430.29
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Wisdomtree Tr Europe Hedged Eq (HEDJ) 1.6 $8.5M +2% 190k 44.90
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Ishares Tr Eafe Sml Cp Etf (SCZ) 1.4 $7.3M NEW 109k 67.70
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $7.0M NEW 13k 527.67
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Wisdomtree Tr Us Smallcap Divd (DES) 1.3 $6.8M 197k 34.49
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $6.7M NEW 14k 488.08
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $6.6M 12k 573.78
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Vanguard Index Fds Small Cp Etf (VB) 1.2 $6.3M NEW 27k 237.21
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NVIDIA Corporation (NVDA) 1.2 $6.3M 52k 121.44
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $6.1M NEW 116k 52.81
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Ishares Msci Jpn Etf New (EWJ) 0.9 $5.0M +5% 70k 71.54
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Exxon Mobil Corporation (XOM) 0.9 $4.9M +3% 42k 117.22
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.9 $4.8M NEW 105k 45.86
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.9 $4.6M -2% 47k 96.95
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Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.8 $4.3M +42% 44k 99.58
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $4.3M NEW 51k 84.53
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.7 $3.9M -5% 78k 50.22
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $3.9M NEW 46k 83.15
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Amazon (AMZN) 0.7 $3.8M NEW 21k 186.33
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Vanguard World Inf Tech Etf (VGT) 0.7 $3.7M +4% 6.3k 586.47
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Vanguard Specialized Funds Div App Etf (VIG) 0.7 $3.5M NEW 18k 198.05
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $3.4M NEW 12k 283.16
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Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $3.3M NEW 53k 62.32
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Ishares Tr Core S&p500 Etf (IVV) 0.6 $3.2M NEW 5.6k 576.84
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Vanguard Index Fds Large Cap Etf (VV) 0.6 $3.1M NEW 12k 263.29
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $3.1M NEW 46k 66.52
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Select Sector Spdr Tr Energy (XLE) 0.6 $3.0M +2% 34k 87.80
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Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $2.6M NEW 20k 128.20
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $2.5M +10% 16k 154.02
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Ishares Tr Select Divid Etf (DVY) 0.5 $2.5M NEW 18k 135.07
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Chevron Corporation (CVX) 0.5 $2.4M NEW 17k 147.27
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Eli Lilly & Co. (LLY) 0.5 $2.4M NEW 2.7k 885.81
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.4M +8% 14k 165.85
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.3M NEW 20k 116.96
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Select Sector Spdr Tr Technology (XLK) 0.4 $2.3M 10k 225.75
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $2.1M NEW 20k 106.19
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.4 $2.1M 46k 45.89
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.4 $2.1M NEW 32k 66.37
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $2.1M +3% 25k 82.94
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Abbvie (ABBV) 0.4 $2.0M 10k 197.48
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.4 $2.0M +15% 48k 41.40
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.0M NEW 4.2k 460.26
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Meta Platforms Cl A (META) 0.4 $1.9M NEW 3.3k 572.47
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JPMorgan Chase & Co. (JPM) 0.3 $1.8M 8.5k 210.85
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Alps Etf Tr Oshares Us Qualt (OUSA) 0.3 $1.7M 32k 54.00
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $1.7M NEW 14k 125.96
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Linde SHS (LIN) 0.3 $1.7M NEW 3.6k 476.91
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $1.6M NEW 18k 93.58
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Johnson & Johnson (JNJ) 0.3 $1.6M NEW 10k 162.05
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $1.6M 20k 80.78
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.6M NEW 6.1k 263.85
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Vanguard World Utilities Etf (VPU) 0.3 $1.5M 8.7k 174.06
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Procter & Gamble Company (PG) 0.3 $1.4M NEW 8.1k 173.21
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Boeing Company (BA) 0.3 $1.4M NEW 9.0k 152.04
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Spdr Gold Tr Gold Shs (GLD) 0.3 $1.4M 5.6k 243.06
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.3M +13% 7.3k 179.17
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First Tr Morningstar Divid L SHS (FDL) 0.2 $1.3M NEW 31k 41.95
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Ishares Tr National Mun Etf (MUB) 0.2 $1.3M NEW 12k 108.63
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.3M NEW 13k 97.42
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International Business Machines (IBM) 0.2 $1.3M NEW 5.7k 221.08
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $1.2M +3% 12k 106.00
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Ishares Core Msci Emkt (IEMG) 0.2 $1.2M 21k 57.41
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $1.2M 21k 59.23
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.2 $1.2M 48k 25.13
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UnitedHealth (UNH) 0.2 $1.2M NEW 2.1k 584.57
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Visa Com Cl A (V) 0.2 $1.2M NEW 4.4k 274.94
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $1.2M NEW 14k 88.14
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.2 $1.2M +18% 11k 102.58
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Home Depot (HD) 0.2 $1.2M NEW 2.9k 405.21
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $1.2M -2% 26k 45.24
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Bristol Myers Squibb (BMY) 0.2 $1.2M NEW 23k 51.74
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First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.2 $1.2M 8.8k 131.44
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.2M NEW 5.2k 220.89
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.1M NEW 2.7k 423.07
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Advanced Micro Devices (AMD) 0.2 $1.1M NEW 6.7k 164.08
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Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.2 $1.1M 28k 39.40
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Altria (MO) 0.2 $1.1M -16% 22k 51.04
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Verizon Communications (VZ) 0.2 $1.1M 24k 44.91
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $1.1M +8% 16k 67.27
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Ea Series Trust Us Quan Value (QVAL) 0.2 $1.1M +7% 23k 46.14
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Ea Series Trust Us Quan Momentum (QMOM) 0.2 $1.1M +7% 16k 64.19
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Guggenheim Bld Amr Bds Mng D (GBAB) 0.2 $1.0M NEW 59k 17.58
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Costco Wholesale Corporation (COST) 0.2 $1.0M NEW 1.2k 886.21
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $959k NEW 5.1k 189.81
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $958k NEW 14k 67.85
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Raytheon Technologies Corp (RTX) 0.2 $958k NEW 7.9k 121.16
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $950k NEW 9.5k 100.29
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Chubb (CB) 0.2 $945k NEW 3.3k 288.40
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Ishares Gold Tr Ishares New (IAU) 0.2 $938k NEW 19k 49.70
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Broadcom (AVGO) 0.2 $936k NEW 5.4k 172.49
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Eaton Corp SHS (ETN) 0.2 $906k NEW 2.7k 331.44
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Morgan Stanley Com New (MS) 0.2 $903k NEW 8.7k 104.24
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Pfizer (PFE) 0.2 $896k NEW 31k 28.94
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Ishares Tr Short Treas Bd (SHV) 0.2 $887k NEW 8.0k 110.63
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Mastercard Incorporated Cl A (MA) 0.2 $876k NEW 1.8k 493.87
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Dow (DOW) 0.2 $834k NEW 15k 54.63
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $830k -5% 14k 59.21
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Equinix (EQIX) 0.2 $830k NEW 935.00 887.89
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Intuitive Surgical Com New (ISRG) 0.2 $829k NEW 1.7k 491.27
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Wal-Mart Stores (WMT) 0.2 $825k NEW 10k 80.75
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Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $810k NEW 10k 78.37
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Alphabet Cap Stk Cl C (GOOG) 0.1 $794k NEW 4.8k 167.21
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $788k -3% 5.5k 142.04
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Coca-Cola Company (KO) 0.1 $777k NEW 11k 71.86
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Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $754k NEW 30k 25.39
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $751k NEW 10k 73.42
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Netflix (NFLX) 0.1 $750k NEW 1.1k 709.27
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First Tr Exchange Traded Tech Alphadex (FXL) 0.1 $746k NEW 5.4k 138.65
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $745k NEW 3.0k 245.43
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $722k NEW 4.0k 179.32
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Prudential Financial (PRU) 0.1 $719k NEW 5.9k 121.10
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Qualcomm (QCOM) 0.1 $717k NEW 4.2k 170.05
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $711k NEW 5.7k 125.62
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Freeport-mcmoran CL B (FCX) 0.1 $705k +19% 14k 49.92
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $703k NEW 6.0k 117.28
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Newmont Mining Corporation (NEM) 0.1 $700k NEW 13k 53.45
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $666k NEW 2.3k 284.01
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Micron Technology (MU) 0.1 $661k NEW 6.4k 103.71
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Shopify Cl A (SHOP) 0.1 $641k -13% 8.0k 80.14
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $639k NEW 7.0k 90.80
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $627k NEW 35k 18.10
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $622k NEW 7.4k 83.63
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $611k -26% 10k 59.87
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Ishares Silver Tr Ishares (SLV) 0.1 $607k 21k 28.41
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First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $603k 7.6k 79.13
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $602k -12% 15k 39.82
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $601k NEW 5.3k 112.98
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Wells Fargo & Company (WFC) 0.1 $596k NEW 11k 56.49
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Ge Aerospace Com New (GE) 0.1 $594k NEW 3.2k 188.56
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Oracle Corporation (ORCL) 0.1 $593k NEW 3.5k 170.41
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Schlumberger Com Stk (SLB) 0.1 $589k NEW 14k 41.95
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Automatic Data Processing (ADP) 0.1 $587k NEW 2.1k 276.75
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John Hancock Exchange Traded Multifactor Mi (JHMM) 0.1 $577k 9.6k 60.20
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Ishares Tr Core Div Grwth (DGRO) 0.1 $574k +7% 9.2k 62.69
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Select Sector Spdr Tr Indl (XLI) 0.1 $574k NEW 4.2k 135.43
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Kinder Morgan (KMI) 0.1 $567k 26k 22.09
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $567k +20% 6.8k 83.21
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Metropcs Communications (TMUS) 0.1 $566k NEW 2.7k 206.36
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Ishares Tr Us Trsprtion (IYT) 0.1 $562k NEW 8.2k 68.91
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Whirlpool Corporation (WHR) 0.1 $554k NEW 5.2k 106.99
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Select Sector Spdr Tr Financial (XLF) 0.1 $551k -5% 12k 45.32
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Bank of America Corporation (BAC) 0.1 $540k NEW 14k 39.68
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Pepsi (PEP) 0.1 $538k NEW 3.2k 170.04
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $537k NEW 6.8k 78.69
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McDonald's Corporation (MCD) 0.1 $534k NEW 1.8k 304.57
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Iron Mountain (IRM) 0.1 $532k NEW 4.5k 118.83
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $532k NEW 6.8k 78.04
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Novo-nordisk A S Adr (NVO) 0.1 $531k NEW 4.5k 119.06
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BlackRock MuniHoldings New Jersey Ins Fn (MUJ) 0.1 $527k -13% 44k 12.13
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Merck & Co (MRK) 0.1 $519k NEW 4.6k 113.55
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John Hancock Exchange Traded Multifactr Sml (JHSC) 0.1 $518k 13k 40.14
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Global X Fds Us Infr Dev Etf (PAVE) 0.1 $511k +7% 12k 41.16
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Union Pacific Corporation (UNP) 0.1 $486k NEW 2.0k 246.48
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Tesla Motors (TSLA) 0.1 $485k NEW 1.9k 261.63
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American Electric Power Company (AEP) 0.1 $485k NEW 4.7k 102.60
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First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $483k NEW 4.7k 102.26
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $473k +2% 8.2k 57.83
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $473k NEW 7.8k 60.42
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ConocoPhillips (COP) 0.1 $469k NEW 4.5k 105.28
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Adobe Systems Incorporated (ADBE) 0.1 $463k NEW 894.00 517.78
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United Parcel Service CL B (UPS) 0.1 $459k NEW 3.4k 136.34
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S&p Global (SPGI) 0.1 $457k NEW 885.00 516.62
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Alps Etf Tr Oshs Gbl Inter (OGIG) 0.1 $457k -3% 11k 41.80
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Servicenow (NOW) 0.1 $450k NEW 503.00 894.39
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Honeywell International (HON) 0.1 $448k NEW 2.2k 206.71
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Ishares Tr Intl Sel Div Etf (IDV) 0.1 $444k NEW 15k 30.23
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salesforce (CRM) 0.1 $443k NEW 1.6k 273.70
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $435k NEW 1.4k 314.39
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $425k NEW 4.4k 95.75
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Goldman Sachs (GS) 0.1 $422k NEW 852.00 494.82
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Phillips 66 (PSX) 0.1 $415k NEW 3.2k 131.45
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Alliancebernstein Hldg Unit Ltd Partn (AB) 0.1 $410k -2% 12k 34.89
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $400k NEW 1.2k 345.30
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American Express Company (AXP) 0.1 $399k NEW 1.5k 271.16
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Victory Portfolios Ii Shares Free Cash (VFLO) 0.1 $397k +19% 12k 33.30
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Caterpillar (CAT) 0.1 $396k NEW 1.0k 390.96
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RBB Us Treas 3 Mnth (TBIL) 0.1 $394k +19% 7.9k 50.04
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Trane Technologies SHS (TT) 0.1 $392k NEW 1.0k 388.73
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Block Cl A (SQ) 0.1 $392k NEW 5.8k 67.13
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Republic Services (RSG) 0.1 $387k NEW 1.9k 200.80
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $385k NEW 2.6k 149.64
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Sap Se Spon Adr (SAP) 0.1 $384k NEW 1.7k 229.04
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At&t (T) 0.1 $381k -8% 17k 22.00
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Victory Portfolios Ii Core Intermediat (UITB) 0.1 $372k -2% 7.8k 47.93
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $365k NEW 1.7k 211.83
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Ishares Tr Ibonds Dec 28 (IBMQ) 0.1 $364k 14k 25.63
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $360k 7.9k 45.65
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Cisco Systems (CSCO) 0.1 $357k -2% 6.7k 53.22
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Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $355k +2% 9.3k 38.08
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Target Corporation (TGT) 0.1 $355k NEW 2.3k 155.88
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Stryker Corporation (SYK) 0.1 $352k NEW 975.00 361.14
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RBB Us Treasry 12 Mt (OBIL) 0.1 $347k +23% 6.9k 50.27
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Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $346k -3% 5.6k 62.20
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First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $346k NEW 6.3k 54.48
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Humana (HUM) 0.1 $342k NEW 1.1k 316.74
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Intel Corporation (INTC) 0.1 $341k NEW 15k 23.46
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RBB Us Trsry 6 Mnth (XBIL) 0.1 $340k NEW 6.8k 50.20
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Williams Companies (WMB) 0.1 $340k NEW 7.4k 45.65
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $340k 13k 25.53
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First Tr Exchange-traded First Trust S&p (KNGZ) 0.1 $335k 9.7k 34.38
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Ishares Tr Mbs Etf (MBB) 0.1 $330k NEW 3.4k 95.81
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First Tr Value Line Divid In SHS (FVD) 0.1 $328k +12% 7.2k 45.49
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Thermo Fisher Scientific (TMO) 0.1 $325k NEW 525.00 618.57
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Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $325k NEW 15k 21.22
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Walt Disney Company (DIS) 0.1 $321k NEW 3.3k 96.20
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $321k NEW 2.8k 112.94
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $318k NEW 3.5k 91.31
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Palantir Technologies Cl A (PLTR) 0.1 $318k +3% 8.5k 37.20
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $314k NEW 889.00 353.63
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $314k +25% 11k 29.89
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Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $310k NEW 13k 23.51
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $309k NEW 1.5k 200.42
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First Tr Exchange Traded Intl Equity Opp (FPXI) 0.1 $309k 6.4k 48.36
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Southern Company (SO) 0.1 $308k NEW 3.4k 90.18
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Valero Energy Corporation (VLO) 0.1 $307k NEW 2.3k 135.03
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Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $304k NEW 4.3k 71.02
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Clorox Company (CLX) 0.1 $303k NEW 1.9k 162.93
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Amgen (AMGN) 0.1 $303k NEW 940.00 322.20
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Managed Portfolio Series Tortoise Nram Pi (TPYP) 0.1 $302k 9.6k 31.38
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First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.1 $300k -6% 7.7k 38.94
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $295k NEW 4.1k 71.60
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Abbott Laboratories (ABT) 0.1 $293k NEW 2.6k 114.02
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $292k NEW 3.8k 76.59
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $288k NEW 4.1k 71.10
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Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $286k NEW 9.6k 29.75
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Pimco Etf Tr Active Bd Etf (BOND) 0.1 $281k NEW 3.0k 94.60
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Lockheed Martin Corporation (LMT) 0.1 $280k NEW 479.00 584.15
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $276k NEW 3.5k 79.42
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Suburban Propane Partners L Unit Ltd Partn (SPH) 0.1 $274k NEW 15k 17.94
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Norfolk Southern (NSC) 0.1 $273k NEW 1.1k 248.50
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Axon Enterprise (AXON) 0.1 $271k NEW 678.00 399.60
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.1 $269k -2% 8.9k 30.35
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $269k NEW 2.9k 91.94
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Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $267k NEW 2.0k 131.91
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Vaneck Etf Trust Oil Services Etf (OIH) 0.0 $266k NEW 938.00 283.69
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Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) 0.0 $266k NEW 5.1k 51.80
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Marriott Intl Cl A (MAR) 0.0 $266k NEW 1.1k 248.60
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Ishares Tr Core High Dv Etf (HDV) 0.0 $260k NEW 2.2k 117.62
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $257k 5.8k 44.67
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First Tr Exchange Traded Dj Glbl Divid (FGD) 0.0 $256k 11k 24.35
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Ishares Tr Tips Bd Etf (TIP) 0.0 $255k NEW 2.3k 110.46
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Applied Materials (AMAT) 0.0 $254k NEW 1.3k 202.06
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Comcast Corp Cl A (CMCSA) 0.0 $253k -13% 6.1k 41.77
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Prologis (PLD) 0.0 $252k NEW 2.0k 126.29
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Spdr Ser Tr S&p Ins Etf (KIE) 0.0 $252k NEW 4.4k 56.75
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Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.0 $251k 10k 24.69
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Intercontinental Exchange (ICE) 0.0 $250k NEW 1.6k 160.64
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Spdr Ser Tr Nyse Tech Etf (XNTK) 0.0 $249k NEW 1.3k 197.53
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Public Service Enterprise (PEG) 0.0 $247k NEW 2.8k 89.20
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Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.0 $246k NEW 3.8k 64.77
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Lowe's Companies (LOW) 0.0 $243k NEW 898.00 270.84
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Dell Technologies CL C (DELL) 0.0 $240k NEW 2.0k 118.51
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Celanese Corporation (CE) 0.0 $240k NEW 1.8k 135.96
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Ross Stores (ROST) 0.0 $240k NEW 1.6k 150.52
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.0 $239k NEW 2.7k 87.73
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Philip Morris International (PM) 0.0 $232k NEW 1.9k 121.40
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $232k NEW 827.00 280.47
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $230k NEW 2.3k 98.10
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $228k NEW 3.6k 63.01
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $227k NEW 1.7k 132.24
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $227k 5.5k 41.28
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $226k NEW 1.1k 197.13
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $226k NEW 3.0k 75.11
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CVS Caremark Corporation (CVS) 0.0 $225k NEW 3.6k 62.89
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PPG Industries (PPG) 0.0 $225k NEW 1.7k 132.46
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.0 $214k NEW 4.1k 52.13
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American Centy Etf Tr Diversifid Crp (KORP) 0.0 $213k NEW 4.4k 48.31
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Ishares Tr Expanded Tech (IGV) 0.0 $212k NEW 2.4k 89.37
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Carrier Global Corporation (CARR) 0.0 $209k NEW 2.6k 80.48
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Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $207k 8.5k 24.37
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Wisdomtree Tr Us Midcap Divid (DON) 0.0 $206k NEW 4.0k 51.14
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Blackstone Group Inc Com Cl A (BX) 0.0 $205k NEW 1.3k 153.13
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $203k NEW 2.9k 70.07
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $201k NEW 1.3k 151.62
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Ford Motor Company (F) 0.0 $199k NEW 19k 10.56
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Agnc Invt Corp Com reit (AGNC) 0.0 $196k 19k 10.46
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Vaneck Etf Trust Digi Transfrm (DAPP) 0.0 $148k +8% 13k 11.76
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Vodafone Group Sponsored Adr (VOD) 0.0 $116k 12k 10.02
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Valley National Ban (VLY) 0.0 $113k NEW 13k 9.06
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Ionq Inc Pipe (IONQ) 0.0 $106k NEW 12k 8.74
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Altimmune Com New (ALT) 0.0 $87k +22% 14k 6.14
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Plug Power Com New (PLUG) 0.0 $83k -44% 37k 2.26
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Past Filings by Private Portfolio Partners

SEC 13F filings are viewable for Private Portfolio Partners going back to 2018

View all past filings