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, GOOG, and represent 16.08% of Reilly Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$28M), SNE (+$13M), ALLE (+$11M), VOD (+$10M), MINT (+$8.6M), NVS, GRFS, JPM, AKAM, LQD.
- Started 58 new stock positions in BBBY, STAG, BIF, SPYD, SDY, Geovax Labs, DDOG, ANET, SNE, ETSY.
- Reduced shares in these 10 stocks: IWN (-$13M), PYPL (-$8.3M), CARR (-$6.7M), ABT, TGT, CCI, FB, TMO, PRU, CMCSA.
- Sold out of its positions in UHAL, AMP, ADSK, AVA, BSAC, CIB, BHP, BLK, BGGSQ, BF.B.
- Reilly Financial Advisors was a net buyer of stock by $36M.
- Reilly Financial Advisors has $934M in assets under management (AUM), dropping by 10.26%.
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Portfolio Holdings for Reilly Financial Advisors
Companies in the Reilly Financial Advisors portfolio as of the September 2020 quarterly 13F filing
Reilly Financial Advisors has 864 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Reilly Financial Advisors Sept. 30, 2020 positions
- Download the Reilly Financial Advisors September 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.2 | $39M | +260% | 339k | 115.81 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 3.9 | $36M | +31% | 353k | 101.96 | |
| Amazon (AMZN) | 2.9 | $27M | -6% | 8.6k | 3148.73 | |
| Microsoft Corporation (MSFT) | 2.8 | $26M | +2% | 123k | 210.33 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $22M | +10% | 15k | 1469.61 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 2.3 | $21M | -7% | 96k | 221.52 | |
| Mastercard Incorporated Cl A (MA) | 2.1 | $20M | +2% | 59k | 338.16 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.1 | $20M | 67k | 293.97 | ||
| Nike CL B (NKE) | 2.1 | $19M | 153k | 125.54 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.0 | $19M | -4% | 232k | 81.07 | |
| Johnson & Johnson (JNJ) | 1.9 | $18M | +2% | 117k | 148.88 | |
| Nextera Energy (NEE) | 1.9 | $17M | -8% | 62k | 277.55 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $17M | -13% | 39k | 441.51 | |
| Novartis Sponsored Adr (NVS) | 1.8 | $17M | +32% | 192k | 86.96 | |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.7 | $16M | -6% | 71k | 225.99 | |
| Akamai Technologies (AKAM) | 1.7 | $16M | +28% | 145k | 110.54 | |
| Skyworks Solutions (SWKS) | 1.7 | $16M | 108k | 145.50 | ||
| Target Corporation (TGT) | 1.7 | $16M | -16% | 99k | 157.42 | |
| Paypal Holdings (PYPL) | 1.7 | $16M | -34% | 79k | 197.03 | |
| Facebook Cl A (FB) | 1.6 | $15M | -15% | 57k | 261.90 | |
| Verizon Communications (VZ) | 1.6 | $15M | -6% | 247k | 59.49 | |
| Amphenol Corp Cl A (APH) | 1.5 | $14M | 133k | 108.27 | ||
| Abbott Laboratories (ABT) | 1.5 | $14M | -20% | 132k | 108.83 | |
| TJX Companies (TJX) | 1.5 | $14M | +3% | 251k | 55.65 | |
| Xylem (XYL) | 1.4 | $13M | +13% | 155k | 84.12 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $13M | +44% | 135k | 96.27 | |
| Lam Research Corporation (LRCX) | 1.4 | $13M | +2% | 38k | 331.76 | |
| Sony Corp Sponsored Adr (SNE) | 1.4 | $13M | NEW | 166k | 76.75 | |
| Comcast Corp Cl A (CMCSA) | 1.3 | $12M | -14% | 267k | 46.26 | |
| Pepsi (PEP) | 1.3 | $12M | 89k | 138.60 | ||
| Pra Health Sciences (PRAH) | 1.3 | $12M | +2% | 120k | 101.44 | |
| Air Products & Chemicals (APD) | 1.3 | $12M | -9% | 41k | 297.86 | |
| Crown Castle Intl (CCI) | 1.3 | $12M | -19% | 72k | 166.50 | |
| Merck & Co (MRK) | 1.2 | $12M | -5% | 140k | 82.95 | |
| Lockheed Martin Corporation (LMT) | 1.2 | $12M | -5% | 30k | 383.29 | |
| Allegion Ord Shs (ALLE) | 1.2 | $11M | +349721% | 115k | 98.91 | |
| Carrier Global Corporation (CARR) | 1.2 | $11M | -37% | 357k | 30.54 | |
| Otis Worldwide Corp (OTIS) | 1.2 | $11M | -15% | 173k | 62.42 | |
| Mondelez Intl Cl A (MDLZ) | 1.1 | $11M | 186k | 57.45 | ||
| Grifols S A Sp Adr Rep B Nvt (GRFS) | 1.1 | $11M | +64% | 605k | 17.35 | |
| Vodafone Group Sponsored Adr (VOD) | 1.1 | $10M | +137485% | 772k | 13.42 | |
| Cisco Systems (CSCO) | 1.1 | $10M | +21% | 260k | 39.39 | |
| First Republic Bank/san F (FRC) | 1.0 | $9.6M | -17% | 88k | 109.06 | |
| Chubb (CB) | 1.0 | $9.5M | 82k | 116.12 | ||
| Dominion Resources (D) | 1.0 | $9.3M | +4% | 118k | 78.93 | |
| Hasbro (HAS) | 1.0 | $9.3M | +3% | 112k | 82.72 | |
| Bank of America Corporation (BAC) | 1.0 | $9.2M | 380k | 24.09 | ||
| Spdr Ser Tr Blomberg Brc Inv (FLRN) | 1.0 | $9.1M | -7% | 298k | 30.58 | |
| Constellation Brands Cl A (STZ) | 1.0 | $9.0M | -3% | 47k | 189.50 | |
| Prudential Financial (PRU) | 0.9 | $8.5M | -20% | 134k | 63.52 | |
| EnerSys (ENS) | 0.9 | $8.2M | -12% | 123k | 67.12 | |
| Raytheon Technologies Corp (RTX) | 0.8 | $7.6M | +59% | 132k | 57.54 | |
| Nucor Corporation (NUE) | 0.7 | $6.3M | +2% | 140k | 44.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $4.7M | -2% | 3.2k | 1465.53 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $4.6M | +21% | 40k | 115.18 | |
| Valero Energy Corporation (VLO) | 0.4 | $4.1M | +5% | 95k | 43.32 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $3.4M | +7% | 62k | 56.08 | |
| Procter & Gamble Company (PG) | 0.4 | $3.4M | -5% | 24k | 138.99 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $3.3M | -7% | 64k | 52.20 | |
| Home Depot (HD) | 0.3 | $3.2M | -10% | 11k | 277.76 | |
| Disney Walt Com Disney (DIS) | 0.3 | $3.2M | 26k | 124.07 | ||
| Visa Com Cl A (V) | 0.3 | $3.1M | -6% | 16k | 199.95 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $2.9M | NEW | 22k | 134.69 | |
| Intel Corporation (INTC) | 0.3 | $2.9M | -4% | 56k | 51.79 | |
| UnitedHealth (UNH) | 0.3 | $2.8M | -16% | 9.0k | 311.77 | |
| Honeywell International (HON) | 0.3 | $2.6M | 16k | 164.58 | ||
| Coca-Cola Company (KO) | 0.2 | $2.2M | +23% | 45k | 49.38 | |
| Oracle Corporation (ORCL) | 0.2 | $2.2M | -7% | 37k | 59.69 | |
| Broadcom (AVGO) | 0.2 | $2.1M | +5% | 5.9k | 364.36 | |
| Hca Holdings (HCA) | 0.2 | $2.1M | +2% | 17k | 124.67 | |
| Waste Management (WM) | 0.2 | $2.1M | -6% | 18k | 113.15 | |
| Sanofi Sponsored Adr (SNY) | 0.2 | $2.0M | -7% | 41k | 50.18 | |
| ConAgra Foods (CAG) | 0.2 | $1.9M | +5% | 54k | 35.72 | |
| Ross Stores (ROST) | 0.2 | $1.9M | +5% | 21k | 93.33 | |
| Smith & Nephew Group Spdn Adr New (SNN) | 0.2 | $1.9M | +13% | 49k | 39.11 | |
| Leidos Holdings (LDOS) | 0.2 | $1.9M | -3% | 21k | 89.17 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $1.9M | -10% | 16k | 114.71 | |
| SYSCO Corporation (SYY) | 0.2 | $1.9M | 30k | 62.21 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.9M | -15% | 8.8k | 212.91 | |
| Sempra Energy (SRE) | 0.2 | $1.9M | -24% | 16k | 118.35 | |
| Diageo Spon Adr New (DEO) | 0.2 | $1.8M | +7% | 13k | 137.69 | |
| Unilever Spon Adr New (UL) | 0.2 | $1.7M | 28k | 61.67 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.7M | +16% | 20k | 88.21 | |
| General Dynamics Corporation (GD) | 0.2 | $1.7M | +10% | 12k | 138.41 | |
| Nxp Semiconductors N V (NXPI) | 0.2 | $1.6M | -13% | 13k | 124.78 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.6M | -2% | 4.6k | 354.96 | |
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $1.6M | +22% | 29k | 54.79 | |
| Travelers Companies (TRV) | 0.2 | $1.6M | +6% | 15k | 108.16 | |
| Us Bancorp Del Com New (USB) | 0.2 | $1.6M | +9% | 44k | 35.86 | |
| Qualcomm (QCOM) | 0.2 | $1.5M | 13k | 117.70 | ||
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.2 | $1.5M | +19% | 27k | 57.37 | |
| Dentsply Sirona (XRAY) | 0.2 | $1.5M | +32% | 35k | 43.72 | |
| Smucker J M Com New (SJM) | 0.2 | $1.5M | +29% | 13k | 115.49 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.5M | 5.3k | 277.82 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.5M | +2% | 46k | 31.40 | |
| L3harris Technologies (LHX) | 0.2 | $1.4M | +12% | 8.5k | 169.85 | |
| Evergy (EVRG) | 0.1 | $1.3M | +2% | 26k | 50.81 | |
| Simon Property (SPG) | 0.1 | $1.3M | +59% | 19k | 64.69 | |
| Oge Energy Corp (OGE) | 0.1 | $1.2M | +7% | 40k | 29.99 | |
| Starbucks Corporation (SBUX) | 0.1 | $1.2M | -5% | 14k | 85.94 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.1M | +102% | 3.3k | 336.07 | |
| At&t (T) | 0.1 | $1.1M | +2% | 37k | 28.51 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $986k | 7.8k | 126.51 | ||
| Union Pacific Corporation (UNP) | 0.1 | $964k | -19% | 4.9k | 196.77 | |
| Pfizer (PFE) | 0.1 | $907k | 25k | 36.71 | ||
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $893k | -15% | 21k | 43.38 | |
| Tesla Motors (TSLA) | 0.1 | $852k | +354% | 2.0k | 428.79 | |
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $846k | 28k | 30.80 | ||
| NVIDIA Corporation (NVDA) | 0.1 | $836k | -6% | 1.5k | 541.10 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $827k | +13% | 17k | 50.10 | |
| Wal-Mart Stores (WMT) | 0.1 | $814k | 5.8k | 139.96 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $796k | 2.4k | 335.02 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $735k | 20k | 36.43 | ||
| Semtech Corporation (SMTC) | 0.1 | $724k | 14k | 52.99 | ||
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $722k | +13% | 12k | 59.04 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $699k | 5.9k | 118.05 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $685k | -9% | 2.2k | 307.73 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $681k | -4% | 1.4k | 490.63 | |
| Amgen (AMGN) | 0.1 | $656k | 2.6k | 254.07 | ||
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $640k | -18% | 21k | 30.20 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $640k | +10% | 24k | 26.77 | |
| Boeing Company (BA) | 0.1 | $635k | -12% | 3.8k | 165.32 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $623k | 2.0k | 315.60 | ||
| Pioneer Natural Resources (PXD) | 0.1 | $604k | 7.0k | 86.04 | ||
| Altria (MO) | 0.1 | $604k | +13% | 16k | 38.62 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $569k | +24% | 11k | 50.80 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $550k | -16% | 3.2k | 170.38 | |
| Southern Company (SO) | 0.1 | $527k | 9.7k | 54.21 | ||
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $505k | -96% | 5.1k | 99.27 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $499k | -9% | 10k | 50.14 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $470k | +7% | 4.1k | 116.05 | |
| McDonald's Corporation (MCD) | 0.0 | $460k | 2.1k | 219.57 | ||
| Spdr Ser Tr Bloomberg Brclys (JNK) | 0.0 | $458k | +4724% | 4.4k | 104.33 | |
| Icon SHS (ICLR) | 0.0 | $452k | 2.4k | 191.12 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $451k | +11% | 2.0k | 227.78 | |
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $448k | 7.2k | 62.37 | ||
| Exxon Mobil Corporation (XOM) | 0.0 | $431k | -14% | 13k | 34.33 | |
| Eli Lilly & Co. (LLY) | 0.0 | $417k | 2.8k | 147.92 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $411k | -2% | 2.7k | 149.73 | |
| Netflix (NFLX) | 0.0 | $405k | -2% | 809.00 | 500.62 | |
| Cerner Corporation (CERN) | 0.0 | $372k | 5.2k | 72.23 | ||
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $352k | -18% | 9.6k | 36.71 | |
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $346k | -69% | 3.0k | 114.53 | |
| Williams Companies (WMB) | 0.0 | $318k | -19% | 16k | 19.64 | |
| Commerce Bancshares (CBSH) | 0.0 | $308k | 5.5k | 56.35 | ||
| DNP Select Income Fund (DNP) | 0.0 | $307k | +27% | 31k | 10.03 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $300k | -2% | 10k | 29.25 | |
| Consolidated Edison (ED) | 0.0 | $300k | 3.9k | 77.82 | ||
| Abbvie (ABBV) | 0.0 | $297k | 3.4k | 87.69 | ||
| Chevron Corporation (CVX) | 0.0 | $297k | -11% | 4.1k | 72.03 | |
| Deere & Company (DE) | 0.0 | $296k | +2% | 1.3k | 221.39 | |
| American Tower Reit (AMT) | 0.0 | $294k | -2% | 1.2k | 241.38 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $289k | +40% | 3.5k | 83.09 | |
| Edison International (EIX) | 0.0 | $288k | 5.7k | 50.92 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $279k | +17% | 1.8k | 153.89 | |
| Lowe's Companies (LOW) | 0.0 | $271k | 1.6k | 165.85 | ||
| Essential Utils (WTRG) | 0.0 | $270k | -33% | 6.7k | 40.21 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $268k | 1.8k | 147.66 | ||
| Xcel Energy (XEL) | 0.0 | $266k | 3.9k | 69.07 | ||
| Texas Instruments Incorporated (TXN) | 0.0 | $263k | -18% | 1.8k | 142.78 | |
| Dex (DXCM) | 0.0 | $262k | 635.00 | 412.60 | ||
| ConocoPhillips (COP) | 0.0 | $261k | 8.0k | 32.80 | ||
| Kinder Morgan (KMI) | 0.0 | $261k | +324% | 21k | 12.31 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $259k | +2% | 2.5k | 104.60 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $249k | 2.1k | 116.90 | ||
| Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.0 | $241k | +99% | 6.1k | 39.22 | |
| Biogen Idec (BIIB) | 0.0 | $239k | +2% | 844.00 | 283.18 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $228k | 2.4k | 93.29 | ||
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $224k | 8.1k | 27.60 | ||
| Caterpillar (CAT) | 0.0 | $221k | -6% | 1.5k | 149.53 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $220k | +264% | 5.4k | 40.95 | |
| America Movil Sab De Cv Spon Adr L Shs (AMX) | 0.0 | $217k | -4% | 17k | 12.51 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $211k | -8% | 1.2k | 176.57 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $208k | 669.00 | 310.91 | ||
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $206k | 2.6k | 79.81 | ||
| BioMarin Pharmaceutical (BMRN) | 0.0 | $205k | 2.7k | 75.93 | ||
| Stratus Pptys Com New (STRS) | 0.0 | $203k | -37% | 9.4k | 21.60 | |
| Kansas City Southern Com New (KSU) | 0.0 | $199k | 1.1k | 180.91 | ||
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $199k | +160% | 2.2k | 91.62 | |
| International Business Machines (IBM) | 0.0 | $190k | -48% | 1.6k | 121.87 | |
| Anthem (ANTM) | 0.0 | $189k | 702.00 | 269.23 | ||
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $189k | +74% | 3.1k | 60.81 | |
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.0 | $183k | +167% | 3.1k | 58.26 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $183k | 660.00 | 277.27 | ||
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $181k | -9% | 3.3k | 55.52 | |
| Prologis (PLD) | 0.0 | $177k | 1.8k | 100.51 | ||
| American Electric Power Company (AEP) | 0.0 | $175k | -2% | 2.1k | 81.85 | |
| Becton, Dickinson and (BDX) | 0.0 | $174k | 747.00 | 232.93 | ||
| Stanley Black & Decker (SWK) | 0.0 | $172k | 1.1k | 162.26 | ||
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $170k | -6% | 2.3k | 75.56 | |
| Vmware Cl A Com (VMW) | 0.0 | $170k | 1.2k | 143.46 | ||
| Hexcel Corporation (HXL) | 0.0 | $168k | 5.0k | 33.60 | ||
| FedEx Corporation (FDX) | 0.0 | $167k | 665.00 | 251.13 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $166k | 2.0k | 83.08 | ||
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $163k | 2.5k | 64.12 | ||
| salesforce (CRM) | 0.0 | $157k | -5% | 624.00 | 251.60 | |
| Yum! Brands (YUM) | 0.0 | $155k | 1.7k | 91.45 | ||
| AECOM Technology Corporation (ACM) | 0.0 | $150k | 3.6k | 41.86 | ||
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $150k | 500.00 | 300.00 | ||
| Philip Morris International (PM) | 0.0 | $147k | -24% | 2.0k | 75.11 | |
| Bristol Myers Squibb (BMY) | 0.0 | $146k | -12% | 2.4k | 60.23 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $145k | 2.7k | 54.59 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $145k | -16% | 668.00 | 217.07 | |
| General Electric Company (GE) | 0.0 | $142k | -4% | 23k | 6.23 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $140k | +21% | 1.7k | 80.78 | |
| Micron Technology (MU) | 0.0 | $138k | 2.9k | 47.10 | ||
| Twilio Cl A (TWLO) | 0.0 | $138k | 560.00 | 246.43 | ||
| Clorox Company (CLX) | 0.0 | $135k | -12% | 641.00 | 210.61 | |
| CSX Corporation (CSX) | 0.0 | $134k | -18% | 1.7k | 77.64 | |
| Nortonlifelock (NLOK) | 0.0 | $134k | 6.4k | 20.90 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $133k | 576.00 | 230.90 | ||
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $131k | 700.00 | 187.14 | ||
| Shopify Cl A (SHOP) | 0.0 | $124k | -17% | 121.00 | 1024.79 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $123k | 1.0k | 118.38 | ||
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $121k | 1.0k | 121.00 | ||
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $120k | +109% | 1.6k | 73.39 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $118k | +124% | 1.2k | 101.11 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $117k | -33% | 2.7k | 43.21 | |
| O'reilly Automotive (ORLY) | 0.0 | $115k | -5% | 250.00 | 460.00 | |
| Public Service Enterprise (PEG) | 0.0 | $111k | 2.0k | 54.65 | ||
| Inmode SHS (INMD) | 0.0 | $110k | 3.1k | 36.07 | ||
| Intuitive Surgical Com New (ISRG) | 0.0 | $110k | 155.00 | 709.68 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $110k | 853.00 | 128.96 | ||
| Illinois Tool Works (ITW) | 0.0 | $109k | -9% | 564.00 | 193.26 | |
| 3M Company (MMM) | 0.0 | $107k | -5% | 670.00 | 159.70 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $106k | 650.00 | 163.08 | ||
| DaVita (DVA) | 0.0 | $105k | 1.2k | 85.92 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $103k | -5% | 1.2k | 88.49 | |
| Eversource Energy (ES) | 0.0 | $103k | +3% | 1.2k | 83.47 | |
| Intuit (INTU) | 0.0 | $103k | -3% | 317.00 | 324.92 | |
| BlackRock MuniYield California Fund (MYC) | 0.0 | $103k | 7.4k | 13.86 | ||
| Realty Income (O) | 0.0 | $102k | -10% | 1.7k | 60.64 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $102k | 1.1k | 91.64 | ||
| Corning Incorporated (GLW) | 0.0 | $101k | 3.1k | 32.43 | ||
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $101k | -5% | 2.8k | 36.71 | |
| Baxter International (BAX) | 0.0 | $100k | 1.2k | 80.78 | ||
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $97k | +1155% | 540.00 | 179.63 | |
| Wells Fargo & Company (WFC) | 0.0 | $97k | -15% | 4.1k | 23.62 | |
| Ishares Tr Mbs Etf (MBB) | 0.0 | $96k | +40% | 868.00 | 110.60 | |
| Eaton Corp SHS (ETN) | 0.0 | $96k | -7% | 939.00 | 102.24 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $93k | 881.00 | 105.56 | ||
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $90k | 1.2k | 77.25 | ||
| Pentair SHS (PNR) | 0.0 | $90k | 2.0k | 45.80 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $89k | 1.5k | 57.64 | ||
| Norfolk Southern (NSC) | 0.0 | $86k | 402.00 | 213.93 | ||
| Advisorshares Tr Advisorshs Etf (AADR) | 0.0 | $83k | 1.5k | 55.33 | ||
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.0 | $82k | NEW | 898.00 | 91.31 | |
| Hawaiian Electric Industries (HE) | 0.0 | $81k | 2.4k | 33.39 | ||
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $81k | 548.00 | 147.81 | ||
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $81k | 615.00 | 131.71 | ||
Past Filings by Reilly Financial Advisors
SEC 13F filings are viewable for Reilly Financial Advisors going back to 2012
- 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
- Reilly Financial Advisors 2016 Q4 filed Jan. 24, 2017