Reilly Financial Advisors
Latest statistics and disclosures from Reilly Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MINT, GOOG, MSFT, AMZN, and represent 14.86% of Reilly Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: CSIQ (+$10M), HDB (+$6.1M), LITE (+$6.0M), RBC (+$5.9M), LQD, PRU, HAS, ENS, NUE, AKAM.
- Started 84 new stock positions in CSGS, IART, WFG, MRVL, FAF, VTWO, RNG, TFX, FNDF, VEEV.
- Reduced shares in these 10 stocks: GOOG, LRCX, ACN, Pra Health Sciences, APH, TJX, TGT, CMCSA, OTIS, TSM.
- Sold out of its positions in ARKF, YOLO, ALK, AIG, Aphria Inc foreign, AAOI, ARCH, ACA, ACB, BKR.
- Reilly Financial Advisors was a net buyer of stock by $31M.
- Reilly Financial Advisors has $1.2B in assets under management (AUM), dropping by 9.10%.
- Central Index Key (CIK): 0001363561
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Portfolio Holdings for Reilly Financial Advisors
Companies in the Reilly Financial Advisors portfolio as of the June 2021 quarterly 13F filing
Reilly Financial Advisors has 1005 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Reilly Financial Advisors June 30, 2021 positions
- Download the Reilly Financial Advisors June 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.7 | $46M | -3% | 334k | 136.96 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 3.2 | $39M | +3% | 385k | 101.97 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $35M | -10% | 14k | 2506.32 | |
| Microsoft Corporation (MSFT) | 2.7 | $34M | -4% | 124k | 270.90 | |
| Amazon (AMZN) | 2.4 | $30M | -2% | 8.8k | 3440.19 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 2.3 | $28M | -4% | 91k | 311.69 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.1 | $26M | -6% | 218k | 120.16 | |
| Nike CL B (NKE) | 1.9 | $24M | 155k | 154.49 | ||
| Skyworks Solutions (SWKS) | 1.9 | $23M | +6% | 120k | 191.75 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $22M | +2% | 142k | 155.54 | |
| Paypal Holdings (PYPL) | 1.7 | $22M | -6% | 74k | 291.48 | |
| Mastercard Incorporated Cl A (MA) | 1.7 | $22M | -4% | 59k | 365.08 | |
| Johnson & Johnson (JNJ) | 1.7 | $22M | +3% | 131k | 164.74 | |
| Lam Research Corporation (LRCX) | 1.7 | $21M | -14% | 33k | 650.71 | |
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| Thermo Fisher Scientific (TMO) | 1.7 | $21M | +3% | 41k | 504.49 | |
| Facebook Cl A Call Option (FB) | 1.7 | $21M | 59k | 350.00 | ||
| Target Corporation (TGT) | 1.7 | $21M | -11% | 85k | 241.74 | |
| Akamai Technologies (AKAM) | 1.6 | $20M | +8% | 171k | 116.60 | |
| Novartis Sponsored Adr (NVS) | 1.5 | $19M | 203k | 91.24 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 1.5 | $18M | -15% | 62k | 294.79 | |
| Nextera Energy (NEE) | 1.5 | $18M | -3% | 246k | 73.28 | |
| Carrier Global Corporation (CARR) | 1.5 | $18M | +6% | 370k | 48.60 | |
| Prudential Financial (PRU) | 1.4 | $18M | +33% | 174k | 102.47 | |
| Sony Group Corporation Sponsored Adr (SONY) | 1.4 | $18M | +4% | 181k | 97.22 | |
| Ericsson Adr B Sek 10 (ERIC) | 1.4 | $17M | +2% | 1.4M | 12.58 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.4 | $17M | +6% | 74k | 226.78 | |
| Bank of America Corporation (BAC) | 1.4 | $17M | +5% | 408k | 41.23 | |
| Pra Health Sciences | 1.3 | $17M | -16% | 101k | 165.21 | |
| First Republic Bank/san F (FRC) | 1.3 | $17M | 89k | 187.17 | ||
| Canadian Solar (CSIQ) | 1.3 | $16M | +169% | 366k | 44.84 | |
| Ford Motor Company (F) | 1.3 | $16M | -2% | 1.1M | 14.86 | |
| Nucor Corporation (NUE) | 1.3 | $16M | +14% | 166k | 95.93 | |
| Verizon Communications (VZ) | 1.3 | $16M | +8% | 283k | 56.03 | |
| Abbott Laboratories (ABT) | 1.3 | $16M | 134k | 115.93 | ||
| Amphenol Corp Cl A (APH) | 1.3 | $16M | -16% | 227k | 68.41 | |
| Hdfc Bank Sponsored Ads (HDB) | 1.2 | $15M | +70% | 201k | 73.12 | |
| Vodafone Group Sponsored Adr (VOD) | 1.2 | $15M | +4% | 858k | 17.13 | |
| Crown Castle Intl (CCI) | 1.2 | $15M | 75k | 195.10 | ||
| Pepsi (PEP) | 1.2 | $15M | +5% | 98k | 148.17 | |
| EnerSys (ENS) | 1.2 | $14M | +21% | 148k | 97.73 | |
| TJX Companies (TJX) | 1.2 | $14M | -16% | 214k | 67.42 | |
| Hasbro (HAS) | 1.1 | $14M | +27% | 147k | 94.52 | |
| Lumentum Hldgs (LITE) | 1.1 | $14M | +77% | 167k | 82.03 | |
| Comcast Corp Cl A (CMCSA) | 1.1 | $13M | -15% | 229k | 57.02 | |
| Merck & Co (MRK) | 1.0 | $13M | +11% | 166k | 77.77 | |
| Mondelez Intl Cl A (MDLZ) | 1.0 | $13M | +4% | 205k | 62.44 | |
| Lockheed Martin Corporation (LMT) | 1.0 | $13M | +6% | 34k | 378.33 | |
| Otis Worldwide Corp (OTIS) | 1.0 | $13M | -12% | 156k | 81.77 | |
| Chubb (CB) | 1.0 | $13M | -2% | 80k | 158.94 | |
| Air Products & Chemicals (APD) | 1.0 | $13M | +3% | 44k | 287.69 | |
| Raytheon Technologies Corp (RTX) | 1.0 | $12M | 138k | 85.31 | ||
| Constellation Brands Cl A (STZ) | 0.9 | $11M | -4% | 46k | 233.89 | |
| Dominion Resources (D) | 0.8 | $9.5M | +3% | 129k | 73.57 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.8 | $9.3M | +109% | 69k | 134.36 | |
| Spdr Ser Tr Blomberg Brc Inv (FLRN) | 0.7 | $8.9M | 292k | 30.65 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $8.1M | 3.3k | 2441.92 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $6.3M | +14% | 161k | 39.34 | |
| Regal-beloit Corporation (RBC) | 0.5 | $5.9M | NEW | 44k | 133.51 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $5.8M | 40k | 145.96 | ||
| Home Depot (HD) | 0.4 | $4.4M | +4% | 14k | 318.86 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $4.3M | 63k | 68.37 | ||
| Walt Disney Company (DIS) | 0.3 | $4.2M | +6% | 24k | 175.77 | |
| Procter & Gamble Company (PG) | 0.3 | $3.7M | 27k | 134.93 | ||
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $3.7M | 67k | 54.60 | ||
| UnitedHealth (UNH) | 0.3 | $3.6M | 8.9k | 400.40 | ||
| Visa Com Cl A (V) | 0.3 | $3.5M | 15k | 233.80 | ||
| Intel Corporation (INTC) | 0.3 | $3.3M | +8% | 60k | 56.14 | |
| Honeywell International (HON) | 0.3 | $3.3M | +2% | 15k | 219.34 | |
| Cisco Systems (CSCO) | 0.3 | $3.1M | 59k | 53.01 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $3.1M | +20% | 11k | 277.93 | |
| Hca Holdings (HCA) | 0.2 | $2.7M | 13k | 206.78 | ||
| Waste Management (WM) | 0.2 | $2.6M | 19k | 140.09 | ||
| Broadcom (AVGO) | 0.2 | $2.6M | 5.5k | 476.79 | ||
| Oracle Corporation (ORCL) | 0.2 | $2.6M | 34k | 77.83 | ||
| Coca-Cola Company (KO) | 0.2 | $2.6M | +5% | 48k | 54.11 | |
| Diageo Spon Adr New (DEO) | 0.2 | $2.5M | 13k | 191.71 | ||
| Smith & Nephew Spdn Adr New (SNN) | 0.2 | $2.4M | 56k | 43.43 | ||
| Sanofi Sponsored Adr (SNY) | 0.2 | $2.4M | 46k | 52.67 | ||
| Ross Stores (ROST) | 0.2 | $2.4M | 19k | 124.00 | ||
| Nxp Semiconductors N V (NXPI) | 0.2 | $2.3M | 11k | 205.70 | ||
| Marsh & McLennan Companies (MMC) | 0.2 | $2.3M | 17k | 140.70 | ||
| Tesla Motors (TSLA) | 0.2 | $2.3M | +5% | 3.4k | 679.71 | |
| Simon Property (SPG) | 0.2 | $2.3M | +6% | 18k | 130.47 | |
| Leidos Holdings (LDOS) | 0.2 | $2.2M | 22k | 101.10 | ||
| Us Bancorp Del Com New (USB) | 0.2 | $2.2M | 38k | 56.97 | ||
| Sempra Energy (SRE) | 0.2 | $2.2M | +3% | 16k | 132.48 | |
| ConAgra Foods (CAG) | 0.2 | $2.2M | +4% | 60k | 36.39 | |
| Travelers Companies (TRV) | 0.2 | $2.1M | +2% | 14k | 149.70 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.1M | -6% | 6.0k | 354.40 | |
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $2.1M | 36k | 59.91 | ||
| General Dynamics Corporation (GD) | 0.2 | $2.1M | 11k | 188.23 | ||
| SYSCO Corporation (SYY) | 0.2 | $2.1M | 27k | 77.73 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $2.0M | +6% | 52k | 39.46 | |
| Qualcomm (QCOM) | 0.2 | $2.0M | 14k | 142.96 | ||
| Dentsply Sirona (XRAY) | 0.2 | $2.0M | 32k | 63.27 | ||
| L3harris Technologies (LHX) | 0.2 | $2.0M | 9.2k | 216.12 | ||
| Unilever Spon Adr New (UL) | 0.2 | $2.0M | 34k | 58.50 | ||
| Costco Wholesale Corporation (COST) | 0.2 | $2.0M | +9% | 5.0k | 395.69 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.9M | +5% | 22k | 85.91 | |
| Smucker J M Com New (SJM) | 0.1 | $1.7M | 13k | 129.58 | ||
| Evergy (EVRG) | 0.1 | $1.7M | +3% | 28k | 60.43 | |
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $1.7M | -7% | 22k | 77.54 | |
| Starbucks Corporation (SBUX) | 0.1 | $1.6M | 15k | 111.79 | ||
| Oge Energy Corp (OGE) | 0.1 | $1.5M | +8% | 44k | 33.66 | |
| Boeing Company (BA) | 0.1 | $1.3M | 5.6k | 239.62 | ||
| Pfizer (PFE) | 0.1 | $1.2M | 32k | 39.16 | ||
| Union Pacific Corporation (UNP) | 0.1 | $1.2M | +12% | 5.6k | 220.01 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.2M | +3% | 3.1k | 393.47 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.2M | 2.8k | 427.97 | ||
| 3M Company (MMM) | 0.1 | $1.2M | +731% | 5.9k | 198.61 | |
| Wal-Mart Stores (WMT) | 0.1 | $1.2M | +16% | 8.2k | 141.02 | |
| Pioneer Natural Resources (PXD) | 0.1 | $1.1M | 7.0k | 162.54 | ||
| NVIDIA Corporation Call Option (NVDA) | 0.1 | $1.1M | 1.4k | 800.00 | ||
| At&t (T) | 0.1 | $1.1M | +3% | 38k | 28.79 | |
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $1.1M | -7% | 16k | 67.53 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.0M | -2% | 8.1k | 128.02 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $954k | +8% | 29k | 32.88 | |
| Semtech Corporation (SMTC) | 0.1 | $940k | 14k | 68.80 | ||
| Exxon Mobil Corporation (XOM) | 0.1 | $920k | +7% | 15k | 63.07 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $859k | 1.5k | 585.55 | ||
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $856k | +6% | 29k | 30.00 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $847k | -2% | 14k | 62.96 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $785k | 2.0k | 398.68 | ||
| Altria (MO) | 0.1 | $776k | -2% | 16k | 47.67 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $764k | -6% | 3.4k | 222.87 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $761k | +5% | 2.1k | 363.42 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $757k | 5.5k | 137.54 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $746k | 3.3k | 229.33 | ||
| Chevron Corporation (CVX) | 0.1 | $742k | +60% | 7.1k | 104.68 | |
| McDonald's Corporation (MCD) | 0.1 | $712k | +46% | 3.1k | 231.02 | |
| Spdr Ser Tr Bloomberg Brclys (JNK) | 0.1 | $705k | +7% | 6.4k | 109.95 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $686k | 5.9k | 115.35 | ||
| Amgen (AMGN) | 0.1 | $674k | +3% | 2.8k | 243.85 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $653k | -4% | 17k | 39.56 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $651k | -18% | 7.3k | 88.74 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $617k | 1.4k | 429.67 | ||
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $610k | -9% | 7.1k | 85.67 | |
| Southern Company (SO) | 0.0 | $590k | 9.8k | 60.47 | ||
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $584k | +2% | 9.8k | 59.68 | |
| Eli Lilly & Co. (LLY) | 0.0 | $582k | 2.5k | 229.40 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $576k | +2% | 2.0k | 287.00 | |
| A. O. Smith Corporation (AOS) | 0.0 | $571k | +4819% | 7.9k | 72.10 | |
| ConocoPhillips (COP) | 0.0 | $546k | +12% | 9.0k | 60.87 | |
| Abbvie (ABBV) | 0.0 | $544k | +7% | 4.8k | 112.63 | |
| Netflix (NFLX) | 0.0 | $492k | +11% | 932.00 | 527.90 | |
| Icon SHS (ICLR) | 0.0 | $491k | 2.4k | 206.56 | ||
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $482k | +7% | 7.7k | 62.58 | |
| Tuanche Ads New (TC) | 0.0 | $479k | NEW | 18k | 26.58 | |
| Organon & Co Common Stock | 0.0 | $479k | NEW | 16k | 30.28 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.0 | $462k | -9% | 9.1k | 50.77 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $449k | -16% | 3.8k | 117.32 | |
| O'reilly Automotive (ORLY) | 0.0 | $442k | +2% | 780.00 | 566.67 | |
| Deere & Company (DE) | 0.0 | $438k | +2% | 1.2k | 352.66 | |
| Williams Companies (WMB) | 0.0 | $430k | 16k | 26.56 | ||
| Commerce Bancshares (CBSH) | 0.0 | $428k | 5.7k | 74.58 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $416k | +7% | 1.8k | 225.35 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $409k | +4% | 11k | 36.67 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $403k | 2.7k | 147.62 | ||
| Cerner Corporation (CERN) | 0.0 | $403k | 5.2k | 78.25 | ||
| Cummins (CMI) | 0.0 | $392k | +700% | 1.6k | 243.63 | |
| Kinder Morgan (KMI) | 0.0 | $386k | 21k | 18.21 | ||
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $380k | -17% | 2.3k | 165.94 | |
| CSX Corporation (CSX) | 0.0 | $376k | +560% | 12k | 32.12 | |
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $349k | -2% | 3.1k | 114.39 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $345k | +2% | 9.4k | 36.81 | |
| DNP Select Income Fund (DNP) | 0.0 | $334k | 32k | 10.45 | ||
| Hexcel Corporation (HXL) | 0.0 | $312k | 5.0k | 62.40 | ||
| Lowe's Companies (LOW) | 0.0 | $311k | +17% | 1.6k | 193.89 | |
| Micron Technology (MU) | 0.0 | $309k | +15% | 3.6k | 84.84 | |
| Dex (DXCM) | 0.0 | $305k | 715.00 | 426.57 | ||
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $304k | +77% | 4.2k | 71.77 | |
| American Express Company (AXP) | 0.0 | $303k | +77% | 1.8k | 165.12 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $299k | -28% | 5.8k | 51.45 | |
| American Tower Reit (AMT) | 0.0 | $294k | 1.1k | 270.72 | ||
| Caterpillar (CAT) | 0.0 | $288k | +18% | 1.3k | 217.69 | |
| Essential Utils (WTRG) | 0.0 | $278k | -2% | 6.1k | 45.72 | |
| Anthem (ANTM) | 0.0 | $278k | 729.00 | 381.34 | ||
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.0 | $270k | 1.7k | 161.97 | ||
| Medtronic SHS (MDT) | 0.0 | $268k | 2.2k | 124.13 | ||
| America Movil Sab De Cv Spon Adr L Shs (AMX) | 0.0 | $263k | 18k | 15.00 | ||
| Consolidated Edison (ED) | 0.0 | $262k | 3.7k | 71.62 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $260k | 1.1k | 237.23 | ||
| Docusign (DOCU) | 0.0 | $257k | +1986% | 918.00 | 279.96 | |
| salesforce (CRM) | 0.0 | $256k | +12% | 1.0k | 244.74 | |
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $255k | 1.3k | 200.47 | ||
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $251k | +8% | 2.4k | 104.06 | |
| Kansas City Southern Com New (KSU) | 0.0 | $248k | -20% | 875.00 | 283.43 | |
| Xylem (XYL) | 0.0 | $247k | -5% | 2.1k | 120.19 | |
| Xcel Energy (XEL) | 0.0 | $243k | -4% | 3.7k | 65.84 | |
| Stratus Pptys Com New (STRS) | 0.0 | $232k | 9.4k | 24.68 | ||
| AECOM Technology Corporation (ACM) | 0.0 | $231k | 3.7k | 63.18 | ||
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $230k | 2.6k | 90.05 | ||
| International Business Machines (IBM) | 0.0 | $229k | -12% | 1.6k | 146.79 | |
| Becton, Dickinson and (BDX) | 0.0 | $229k | +23% | 941.00 | 243.36 | |
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $228k | 8.1k | 28.09 | ||
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $228k | -4% | 2.2k | 102.43 | |
| BioMarin Pharmaceutical (BMRN) | 0.0 | $225k | 2.7k | 83.33 | ||
| Prologis (PLD) | 0.0 | $224k | +5% | 1.9k | 119.34 | |
| General Electric Company (GE) | 0.0 | $212k | 16k | 13.47 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $212k | +3% | 2.7k | 78.84 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $211k | -4% | 2.1k | 98.69 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $210k | 610.00 | 344.26 | ||
| Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.0 | $209k | 6.2k | 33.97 | ||
| Edison International (EIX) | 0.0 | $208k | -4% | 3.6k | 57.89 | |
| Nexpoint Strategic Opportes Com New (NHF) | 0.0 | $206k | 15k | 13.73 | ||
| Stanley Black & Decker (SWK) | 0.0 | $203k | 990.00 | 205.05 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $202k | 744.00 | 271.51 | ||
| Wells Fargo & Company (WFC) | 0.0 | $198k | 4.4k | 45.31 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $195k | +17% | 2.9k | 66.85 | |
| Yum! Brands (YUM) | 0.0 | $195k | 1.7k | 115.04 | ||
| Vmware Cl A Com (VMW) | 0.0 | $191k | 1.2k | 159.83 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $190k | +5% | 1.8k | 103.83 | |
| Applied Materials (AMAT) | 0.0 | $189k | 1.3k | 142.11 | ||
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $188k | 3.1k | 60.49 | ||
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $188k | 1.3k | 140.19 | ||
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $187k | -7% | 1.6k | 119.49 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $181k | 500.00 | 362.00 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $180k | -27% | 1.2k | 154.51 | |
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.0 | $179k | 3.1k | 56.99 | ||
| FedEx Corporation (FDX) | 0.0 | $178k | +5% | 598.00 | 297.66 | |
| Twilio Cl A (TWLO) | 0.0 | $177k | +11% | 450.00 | 393.33 | |
| American Electric Power Company (AEP) | 0.0 | $176k | -9% | 2.1k | 84.82 | |
| Alphatec Hldgs Com New (ATEC) | 0.0 | $169k | 11k | 15.36 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $168k | 2.3k | 72.85 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $166k | 2.0k | 82.88 | ||
| Eaton Corp SHS (ETN) | 0.0 | $164k | +6% | 1.1k | 148.28 | |
| Philip Morris International (PM) | 0.0 | $162k | -22% | 1.6k | 99.33 | |
| Norfolk Southern (NSC) | 0.0 | $162k | 611.00 | 265.14 | ||
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $161k | 682.00 | 236.07 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $155k | -7% | 1.9k | 82.10 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $153k | 964.00 | 158.71 | ||
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $151k | 1.0k | 151.00 | ||
| Shopify Cl A (SHOP) | 0.0 | $150k | -10% | 103.00 | 1456.31 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $148k | -14% | 1.9k | 78.47 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $147k | 1.1k | 132.08 | ||
| Vaneck Vectors Etf Tr Semiconductor Et (SMH) | 0.0 | $146k | +1014% | 557.00 | 262.12 | |
| Intuit (INTU) | 0.0 | $146k | 299.00 | 488.29 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $143k | -43% | 2.6k | 54.50 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $143k | 156.00 | 916.67 | ||
| Schlumberger Com Stk (SLB) | 0.0 | $141k | 4.4k | 31.94 | ||
| Nortonlifelock (NLOK) | 0.0 | $131k | 4.8k | 27.22 | ||
| Ishares Tr Trans Avg Etf (IYT) | 0.0 | $130k | 500.00 | 260.00 | ||
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $126k | 183.00 | 688.52 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $125k | -3% | 1.3k | 98.89 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $125k | -8% | 4.0k | 31.30 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $124k | +168% | 1.7k | 72.90 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $124k | -8% | 1.8k | 70.18 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $123k | +5% | 2.7k | 45.47 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $122k | 1.5k | 78.91 | ||
| Public Service Enterprise (PEG) | 0.0 | $121k | 2.0k | 59.58 | ||
Past Filings by Reilly Financial Advisors
SEC 13F filings are viewable for Reilly Financial Advisors going back to 2012
- Reilly Financial Advisors 2021 Q2 filed Aug. 3, 2021
- Reilly Financial Advisors 2021 Q1 filed April 22, 2021
- 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