Reilly Financial Advisors
Latest statistics and disclosures from Reilly Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MINT, AMZN, MSFT, IWO, and represent 15.75% of Reilly Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: NEE (+$15M), LITE (+$8.4M), MINT, PFF, LQD, JNJ, MSFT, AKAM, AMZN, BND.
- Started 91 new stock positions in LADR, CBRE, BLNK, MDY, TPIC, BIOC, TSN, HDB, FCEL, VUZI.
- Reduced shares in these 10 stocks: CSCO (-$9.2M), CARR, IWN, TXN, VLO, EIX, TGT, TSLA, BSV, BIL.
- Sold out of its positions in AES, PPLT, AIKI, AMKR, APDN, BAC.PL, SGG, BBBY, Bio-key International, BIOL.
- Reilly Financial Advisors was a net buyer of stock by $36M.
- Reilly Financial Advisors has $1.1B in assets under management (AUM), dropping by 14.23%.
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Portfolio Holdings for Reilly Financial Advisors
Companies in the Reilly Financial Advisors portfolio as of the December 2020 quarterly 13F filing
Reilly Financial Advisors has 903 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Reilly Financial Advisors Dec. 31, 2020 positions
- Download the Reilly Financial Advisors December 2020 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 4.3 | $46M | 343k | 132.69 | ||
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 3.6 | $39M | +7% | 379k | 102.04 | |
Amazon (AMZN) | 2.7 | $29M | +2% | 8.8k | 3256.77 | |
Microsoft Corporation (MSFT) | 2.6 | $28M | +2% | 126k | 222.42 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 2.6 | $27M | 95k | 286.70 | ||
Alphabet Cap Stk Cl C (GOOG) | 2.5 | $27M | 15k | 1751.88 | ||
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.4 | $25M | 233k | 109.04 | ||
Nike CL B (NKE) | 2.0 | $22M | 153k | 141.47 | ||
Mastercard Incorporated Cl A (MA) | 2.0 | $22M | +2% | 61k | 356.95 | |
Johnson & Johnson (JNJ) | 1.8 | $19M | +5% | 124k | 157.38 | |
Nextera Energy (NEE) | 1.8 | $19M | +303% | 251k | 77.15 | |
Accenture Plc Ireland Shs Class A (ACN) | 1.8 | $19M | 72k | 261.20 | ||
Novartis Sponsored Adr (NVS) | 1.7 | $19M | +2% | 198k | 94.43 | |
Paypal Holdings (PYPL) | 1.7 | $19M | 79k | 234.20 | ||
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Lam Research Corporation (LRCX) | 1.7 | $18M | 39k | 472.28 | ||
Thermo Fisher Scientific (TMO) | 1.7 | $18M | 39k | 465.78 | ||
Amphenol Corp Cl A (APH) | 1.6 | $18M | 134k | 130.77 | ||
JPMorgan Chase & Co. (JPM) | 1.6 | $18M | +2% | 138k | 127.07 | |
TJX Companies (TJX) | 1.6 | $18M | 256k | 68.29 | ||
Target Corporation (TGT) | 1.6 | $17M | 98k | 176.53 | ||
Sony Corp Sponsored Adr (SNE) | 1.6 | $17M | 169k | 101.10 | ||
Skyworks Solutions (SWKS) | 1.6 | $17M | +2% | 111k | 152.88 | |
Akamai Technologies (AKAM) | 1.5 | $16M | +4% | 151k | 104.99 | |
Xylem (XYL) | 1.5 | $16M | 156k | 101.79 | ||
Alibaba Group Hldg Sponsored Ads (BABA) | 1.5 | $16M | 68k | 232.73 | ||
Facebook Cl A (FB) | 1.5 | $16M | 58k | 273.17 | ||
Pra Health Sciences (PRAH) | 1.4 | $15M | 121k | 125.44 | ||
Verizon Communications (VZ) | 1.4 | $15M | 252k | 58.75 | ||
Abbott Laboratories (ABT) | 1.4 | $15M | 133k | 109.49 | ||
Comcast Corp Cl A (CMCSA) | 1.3 | $14M | 268k | 52.40 | ||
Allegion Ord Shs (ALLE) | 1.3 | $14M | 118k | 116.38 | ||
Pepsi (PEP) | 1.3 | $13M | 90k | 148.30 | ||
Carrier Global Corporation (CARR) | 1.2 | $13M | -2% | 349k | 37.72 | |
Vodafone Group Sponsored Adr (VOD) | 1.2 | $13M | +3% | 797k | 16.48 | |
First Republic Bank/san F (FRC) | 1.2 | $13M | 88k | 146.93 | ||
Chubb (CB) | 1.2 | $13M | 82k | 153.92 | ||
Otis Worldwide Corp (OTIS) | 1.1 | $12M | 176k | 67.55 | ||
Merck & Co (MRK) | 1.1 | $12M | +2% | 144k | 81.80 | |
Bank of America Corporation (BAC) | 1.1 | $12M | 386k | 30.31 | ||
Crown Castle Intl (CCI) | 1.1 | $12M | 73k | 159.19 | ||
Grifols S A Sp Adr Rep B Nvt (GRFS) | 1.1 | $11M | 613k | 18.44 | ||
Air Products & Chemicals (APD) | 1.1 | $11M | 41k | 273.21 | ||
Mondelez Intl Cl A (MDLZ) | 1.0 | $11M | +2% | 191k | 58.47 | |
Lockheed Martin Corporation (LMT) | 1.0 | $11M | +2% | 31k | 354.98 | |
Hasbro (HAS) | 1.0 | $11M | 114k | 93.54 | ||
Constellation Brands Cl A (STZ) | 1.0 | $11M | 48k | 219.05 | ||
Prudential Financial (PRU) | 1.0 | $10M | 133k | 78.07 | ||
EnerSys (ENS) | 0.9 | $10M | 122k | 83.06 | ||
Raytheon Technologies Corp (RTX) | 0.9 | $9.6M | 135k | 71.51 | ||
Spdr Ser Tr Blomberg Brc Inv (FLRN) | 0.9 | $9.1M | 298k | 30.59 | ||
Dominion Resources (D) | 0.9 | $9.1M | +2% | 121k | 75.20 | |
Lumentum Hldgs (LITE) | 0.8 | $8.4M | NEW | 89k | 94.80 | |
Nucor Corporation (NUE) | 0.7 | $7.6M | 142k | 53.19 | ||
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $5.7M | 3.2k | 1752.56 | ||
Valero Energy Corporation (VLO) | 0.5 | $5.2M | -3% | 92k | 56.58 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $5.1M | 39k | 128.41 | ||
Walt Disney Company (DIS) | 0.4 | $4.6M | 25k | 181.18 | ||
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $4.0M | +35% | 29k | 138.12 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $3.8M | 64k | 59.53 | ||
Procter & Gamble Company (PG) | 0.3 | $3.5M | +3% | 25k | 139.12 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $3.5M | 62k | 56.03 | ||
Visa Com Cl A (V) | 0.3 | $3.4M | 16k | 218.76 | ||
Honeywell International (HON) | 0.3 | $3.4M | 16k | 212.73 | ||
Home Depot (HD) | 0.3 | $3.3M | +8% | 12k | 265.64 | |
UnitedHealth (UNH) | 0.3 | $3.2M | 9.1k | 350.70 | ||
Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $3.2M | +305% | 82k | 38.50 | |
Hca Holdings (HCA) | 0.3 | $2.8M | 17k | 164.45 | ||
Intel Corporation (INTC) | 0.3 | $2.8M | 56k | 49.83 | ||
Broadcom (AVGO) | 0.2 | $2.6M | 5.9k | 437.82 | ||
Ross Stores (ROST) | 0.2 | $2.5M | 20k | 122.80 | ||
Coca-Cola Company (KO) | 0.2 | $2.5M | 46k | 54.85 | ||
Cisco Systems (CSCO) | 0.2 | $2.5M | -78% | 55k | 44.74 | |
Oracle Corporation (ORCL) | 0.2 | $2.4M | 37k | 64.68 | ||
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $2.3M | +31% | 26k | 88.20 | |
SYSCO Corporation (SYY) | 0.2 | $2.2M | 30k | 74.27 | ||
Leidos Holdings (LDOS) | 0.2 | $2.2M | 21k | 105.14 | ||
Waste Management (WM) | 0.2 | $2.1M | 18k | 117.92 | ||
Qualcomm (QCOM) | 0.2 | $2.1M | +6% | 14k | 152.37 | |
Smith & Nephew Spdn Adr New (SNN) | 0.2 | $2.1M | +2% | 50k | 42.16 | |
Nxp Semiconductors N V (NXPI) | 0.2 | $2.1M | 13k | 158.98 | ||
Travelers Companies (TRV) | 0.2 | $2.1M | 15k | 140.39 | ||
Diageo Spon Adr New (DEO) | 0.2 | $2.1M | 13k | 158.84 | ||
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.0M | +21% | 6.4k | 313.76 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.0M | 8.7k | 231.85 | ||
Us Bancorp Del Com New (USB) | 0.2 | $2.0M | 43k | 46.59 | ||
Sanofi Sponsored Adr (SNY) | 0.2 | $2.0M | 41k | 48.58 | ||
Sempra Energy (SRE) | 0.2 | $2.0M | 15k | 127.44 | ||
ConAgra Foods (CAG) | 0.2 | $2.0M | 54k | 36.25 | ||
Marsh & McLennan Companies (MMC) | 0.2 | $1.9M | 16k | 117.00 | ||
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.2 | $1.8M | 27k | 69.33 | ||
Dentsply Sirona (XRAY) | 0.2 | $1.8M | 35k | 52.35 | ||
General Dynamics Corporation (GD) | 0.2 | $1.7M | 12k | 148.78 | ||
Costco Wholesale Corporation (COST) | 0.2 | $1.7M | 4.6k | 376.83 | ||
Unilever Spon Adr New (UL) | 0.2 | $1.7M | 28k | 60.37 | ||
Simon Property (SPG) | 0.2 | $1.7M | 19k | 85.26 | ||
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.6M | 46k | 36.01 | ||
L3harris Technologies (LHX) | 0.2 | $1.6M | 8.5k | 189.04 | ||
Starbucks Corporation (SBUX) | 0.1 | $1.5M | 14k | 106.98 | ||
Smucker J M Com New (SJM) | 0.1 | $1.5M | 13k | 115.61 | ||
Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.5M | 29k | 49.99 | ||
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.5M | +18% | 3.9k | 375.32 | |
Evergy (EVRG) | 0.1 | $1.4M | 26k | 55.50 | ||
Tesla Motors (TSLA) | 0.1 | $1.3M | -6% | 1.9k | 705.82 | |
Oge Energy Corp (OGE) | 0.1 | $1.3M | 40k | 31.85 | ||
Pfizer (PFE) | 0.1 | $1.2M | +26% | 31k | 36.82 | |
Boeing Company (BA) | 0.1 | $1.1M | +38% | 5.3k | 214.00 | |
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $1.1M | 20k | 55.49 | ||
At&t (T) | 0.1 | $1.0M | -2% | 36k | 28.77 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.0M | +17% | 2.8k | 373.83 | |
Union Pacific Corporation (UNP) | 0.1 | $1.0M | 4.9k | 208.21 | ||
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $995k | 7.8k | 127.66 | ||
Semtech Corporation (SMTC) | 0.1 | $985k | 14k | 72.09 | ||
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $971k | +26% | 2.8k | 343.60 | |
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $924k | 12k | 76.39 | ||
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $923k | 17k | 55.28 | ||
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $856k | 28k | 30.81 | ||
Wal-Mart Stores (WMT) | 0.1 | $851k | 5.9k | 144.09 | ||
NVIDIA Corporation (NVDA) | 0.1 | $803k | 1.5k | 522.45 | ||
Pioneer Natural Resources (PXD) | 0.1 | $800k | 7.0k | 113.96 | ||
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $753k | +2% | 25k | 30.65 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $737k | 21k | 34.38 | ||
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $701k | 5.9k | 118.17 | ||
Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $697k | +194% | 2.0k | 353.99 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $697k | 1.4k | 500.00 | ||
Altria (MO) | 0.1 | $683k | +6% | 17k | 40.98 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $650k | 9.8k | 66.22 | ||
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $637k | +18% | 3.2k | 196.18 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $628k | 3.2k | 194.55 | ||
Spdr Ser Tr Bloomberg Brclys (JNK) | 0.1 | $609k | +27% | 5.6k | 108.91 | |
Northrop Grumman Corporation (NOC) | 0.1 | $604k | 2.0k | 304.59 | ||
Amgen (AMGN) | 0.1 | $598k | 2.6k | 229.82 | ||
Southern Company (SO) | 0.1 | $597k | 9.7k | 61.41 | ||
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $543k | -4% | 11k | 50.75 | |
Exxon Mobil Corporation (XOM) | 0.0 | $518k | 13k | 41.26 | ||
McDonald's Corporation (MCD) | 0.0 | $513k | +14% | 2.4k | 214.55 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $500k | 2.0k | 253.16 | ||
Ishares Tr National Mun Etf (MUB) | 0.0 | $496k | +4% | 4.2k | 117.12 | |
Eli Lilly & Co. (LLY) | 0.0 | $466k | -2% | 2.8k | 168.78 | |
Icon SHS (ICLR) | 0.0 | $461k | 2.4k | 194.93 | ||
Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $451k | 7.2k | 62.77 | ||
Netflix (NFLX) | 0.0 | $437k | 809.00 | 540.17 | ||
Abbvie (ABBV) | 0.0 | $430k | +18% | 4.0k | 107.23 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $428k | -36% | 3.2k | 131.77 | |
Cerner Corporation (CERN) | 0.0 | $404k | 5.2k | 78.45 | ||
Medtronic SHS (MDT) | 0.0 | $385k | +2430% | 3.3k | 117.02 | |
Tuanche Ads New | 0.0 | $377k | NEW | 14k | 26.74 | |
Commerce Bancshares (CBSH) | 0.0 | $377k | +4% | 5.7k | 65.69 | |
Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $370k | +4% | 3.2k | 116.94 | |
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $356k | 9.6k | 37.13 | ||
Select Sector Spdr Tr Technology (XLK) | 0.0 | $355k | +28% | 2.7k | 130.04 | |
Deere & Company (DE) | 0.0 | $351k | -2% | 1.3k | 269.17 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $350k | 10k | 33.74 | ||
Chevron Corporation (CVX) | 0.0 | $349k | 4.1k | 84.50 | ||
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $333k | -5% | 1.7k | 194.74 | |
Williams Companies (WMB) | 0.0 | $325k | 16k | 20.07 | ||
ConocoPhillips (COP) | 0.0 | $320k | 8.0k | 40.03 | ||
Essential Utils (WTRG) | 0.0 | $318k | 6.7k | 47.36 | ||
Nexpoint Strategic Opportes Com New (NHF) | 0.0 | $316k | NEW | 30k | 10.53 | |
DNP Select Income Fund (DNP) | 0.0 | $314k | 31k | 10.26 | ||
Kinder Morgan (KMI) | 0.0 | $290k | 21k | 13.68 | ||
Vanguard Index Fds Value Etf (VTV) | 0.0 | $287k | -2% | 2.4k | 118.79 | |
American Tower Reit (AMT) | 0.0 | $285k | +4% | 1.3k | 224.76 | |
Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $274k | +9% | 2.4k | 115.13 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $266k | +4% | 5.6k | 47.20 | |
Caterpillar (CAT) | 0.0 | $265k | 1.5k | 182.26 | ||
Consolidated Edison (ED) | 0.0 | $264k | -5% | 3.7k | 72.21 | |
Dex (DXCM) | 0.0 | $264k | +12% | 715.00 | 369.23 | |
Xcel Energy (XEL) | 0.0 | $257k | 3.9k | 66.74 | ||
America Movil Sab De Cv Spon Adr L Shs (AMX) | 0.0 | $252k | 17k | 14.52 | ||
Kimberly-Clark Corporation (KMB) | 0.0 | $245k | 1.8k | 134.99 | ||
Hexcel Corporation (HXL) | 0.0 | $242k | 5.0k | 48.40 | ||
Stratus Pptys Com New (STRS) | 0.0 | $240k | 9.4k | 25.53 | ||
BioMarin Pharmaceutical (BMRN) | 0.0 | $237k | 2.7k | 87.78 | ||
Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $237k | +4% | 2.5k | 92.98 | |
Micron Technology (MU) | 0.0 | $236k | +7% | 3.1k | 75.11 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $235k | -4% | 1.1k | 206.68 | |
Anthem (ANTM) | 0.0 | $230k | +2% | 717.00 | 320.78 | |
Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $227k | NEW | 1.3k | 178.46 | |
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $227k | 8.1k | 27.97 | ||
Edison International (EIX) | 0.0 | $225k | -36% | 3.6k | 62.92 | |
Kansas City Southern Com New (KSU) | 0.0 | $225k | 1.1k | 204.55 | ||
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.0 | $222k | 6.2k | 36.08 | ||
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $219k | 3.2k | 68.22 | ||
Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.0 | $219k | NEW | 1.7k | 131.37 | |
Lowe's Companies (LOW) | 0.0 | $214k | -18% | 1.3k | 160.42 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $205k | -28% | 2.5k | 82.73 | |
Biogen Idec (BIIB) | 0.0 | $202k | -2% | 825.00 | 244.85 | |
salesforce (CRM) | 0.0 | $199k | +43% | 895.00 | 222.35 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $194k | 2.3k | 86.22 | ||
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $192k | 3.1k | 61.78 | ||
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $192k | -18% | 2.1k | 90.78 | |
American Electric Power Company (AEP) | 0.0 | $191k | +7% | 2.3k | 83.33 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $188k | +165% | 2.6k | 72.81 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $187k | -7% | 610.00 | 306.56 | |
Becton, Dickinson and (BDX) | 0.0 | $187k | 748.00 | 250.00 | ||
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.0 | $184k | 3.1k | 58.58 | ||
Yum! Brands (YUM) | 0.0 | $184k | 1.7k | 108.55 | ||
AECOM Technology Corporation (ACM) | 0.0 | $182k | +2% | 3.7k | 49.78 | |
International Business Machines (IBM) | 0.0 | $182k | -7% | 1.4k | 126.04 | |
Twilio Cl A (TWLO) | 0.0 | $181k | -4% | 535.00 | 338.32 | |
General Electric Company (GE) | 0.0 | $178k | -27% | 17k | 10.79 | |
Stanley Black & Decker (SWK) | 0.0 | $177k | -6% | 990.00 | 178.79 | |
Prologis (PLD) | 0.0 | $177k | 1.8k | 99.83 | ||
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $174k | +25% | 1.5k | 118.77 | |
Vmware Cl A Com (VMW) | 0.0 | $168k | 1.2k | 140.59 | ||
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $167k | 2.0k | 83.46 | ||
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $164k | 500.00 | 328.00 | ||
Philip Morris International (PM) | 0.0 | $162k | 2.0k | 82.74 | ||
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $161k | 668.00 | 241.02 | ||
CSX Corporation (CSX) | 0.0 | $161k | +2% | 1.8k | 90.91 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $158k | 1.7k | 91.17 | ||
Bristol Myers Squibb (BMY) | 0.0 | $154k | +2% | 2.5k | 62.22 | |
Alphatec Hldgs Com New (ATEC) | 0.0 | $149k | +95% | 10k | 14.54 | |
Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $149k | 1.6k | 91.13 | ||
Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $148k | 700.00 | 211.43 | ||
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $148k | +28% | 696.00 | 212.64 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $147k | 2.7k | 55.35 | ||
FedEx Corporation (FDX) | 0.0 | $147k | -15% | 565.00 | 260.18 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $147k | +300% | 2.3k | 63.77 | |
Inmode SHS (INMD) | 0.0 | $145k | 3.1k | 47.54 | ||
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $136k | 2.7k | 50.22 | ||
Realty Income (O) | 0.0 | $136k | +29% | 2.2k | 62.33 | |
Nortonlifelock (NLOK) | 0.0 | $133k | 6.4k | 20.74 | ||
Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $133k | 1.0k | 133.00 | ||
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $132k | -7% | 964.00 | 136.93 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $132k | +9% | 936.00 | 141.03 | |
Lincoln Electric Holdings (LECO) | 0.0 | $129k | 1.1k | 115.90 | ||
Clorox Company (CLX) | 0.0 | $129k | 641.00 | 201.25 | ||
Wells Fargo & Company (WFC) | 0.0 | $129k | +4% | 4.3k | 30.13 | |
Shopify Cl A (SHOP) | 0.0 | $128k | -6% | 113.00 | 1132.74 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $128k | 156.00 | 820.51 | ||
Eaton Corp SHS (ETN) | 0.0 | $126k | +11% | 1.0k | 120.23 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $123k | +19% | 1.4k | 88.49 | |
Viatris (VTRS) | 0.0 | $123k | NEW | 6.5k | 18.80 | |
American Express Company (AXP) | 0.0 | $122k | +36% | 1.0k | 121.27 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $119k | -30% | 1.8k | 67.35 | |
Intuit (INTU) | 0.0 | $119k | 312.00 | 381.41 | ||
Public Service Enterprise (PEG) | 0.0 | $118k | 2.0k | 58.10 | ||
O'reilly Automotive (ORLY) | 0.0 | $118k | +4% | 261.00 | 452.11 | |
3M Company (MMM) | 0.0 | $117k | 670.00 | 174.63 | ||
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $117k | 2.8k | 42.07 | ||
Duke Energy Corp Com New (DUK) | 0.0 | $116k | +8% | 1.3k | 91.77 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $113k | 650.00 | 173.85 | ||
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $113k | +12% | 424.00 | 266.51 | |
Applied Materials (AMAT) | 0.0 | $113k | 1.3k | 86.26 | ||
Illinois Tool Works (ITW) | 0.0 | $112k | -2% | 551.00 | 203.27 | |
Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $112k | 615.00 | 182.11 | ||
Corning Incorporated (GLW) | 0.0 | $112k | 3.1k | 35.94 | ||
Ishares Tr Trans Avg Etf (IYT) | 0.0 | $110k | NEW | 500.00 | 220.00 | |
Norfolk Southern (NSC) | 0.0 | $110k | +14% | 462.00 | 238.10 |
Past Filings by Reilly Financial Advisors
SEC 13F filings are viewable for Reilly Financial Advisors going back to 2012
- Reilly Financial Advisors 2020 Q4 filed Feb. 3, 2021
- Reilly Financial Advisors 2020 Q3 filed Nov. 6, 2020
- Reilly Financial Advisors 2020 Q2 filed July 21, 2020
- Reilly Financial Advisors 2020 Q1 filed April 13, 2020
- Reilly Financial Advisors 2019 Q4 filed Jan. 16, 2020
- Reilly Financial Advisors 2019 Q3 filed Oct. 15, 2019
- Reilly Financial Advisors 2019 Q2 filed July 23, 2019
- Reilly Financial Advisors 2019 Q1 filed April 23, 2019
- Reilly Financial Advisors 2018 Q4 filed Jan. 29, 2019
- Reilly Financial Advisors 2018 Q3 filed Oct. 19, 2018
- Reilly Financial Advisors 2018 Q2 filed July 18, 2018
- Reilly Financial Advisors 2018 Q1 filed April 30, 2018
- Reilly Financial Advisors 2017 Q4 filed Jan. 29, 2018
- Reilly Financial Advisors 2017 Q3 filed Oct. 20, 2017
- Reilly Financial Advisors 2017 Q2 filed July 19, 2017
- Reilly Financial Advisors 2017 Q1 filed April 18, 2017