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, IWO, and represent 15.14% of Reilly Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: ERIC (+$18M), F (+$14M), HDB (+$9.1M), APH (+$9.1M), CSIQ (+$6.7M), PFF, TSLA, MSFT, AMZN, VZ.
- Started 168 new stock positions in USHY, VRME, SID, PIN, EFAV, RDS.B, IXUS, CQP, FVRR, SAP.
- Reduced shares in these 10 stocks: XYL (-$16M), ALLE (-$15M), GRFS (-$11M), VLO (-$6.5M), IVV, HCA, MINT, DIS, BND, TGT.
- Sold out of its positions in AEZS, UAVS, American Intl Group, Apache Corporation, JO, GOLD, CenturyLink, CLR, CN, DOW.
- Reilly Financial Advisors was a net buyer of stock by $22M.
- Reilly Financial Advisors has $1.1B in assets under management (AUM), dropping by 6.23%.
- 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 March 2021 quarterly 13F filing
Reilly Financial Advisors has 1033 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Reilly Financial Advisors March 31, 2021 positions
- Download the Reilly Financial Advisors March 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.7 | $42M | 346k | 122.15 | ||
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 3.3 | $38M | 372k | 101.91 | ||
| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $32M | 16k | 2068.59 | ||
| Microsoft Corporation (MSFT) | 2.7 | $31M | +3% | 130k | 235.77 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 2.5 | $29M | 96k | 300.74 | ||
| Amazon (AMZN) | 2.5 | $28M | +2% | 9.0k | 3093.88 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.4 | $28M | 232k | 118.28 | ||
| Lam Research Corporation (LRCX) | 2.0 | $23M | 38k | 595.24 | ||
| Mastercard Incorporated Cl A (MA) | 1.9 | $22M | +2% | 62k | 356.05 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $21M | 138k | 152.23 | ||
| Johnson & Johnson (JNJ) | 1.8 | $21M | +2% | 126k | 164.35 | |
| Skyworks Solutions (SWKS) | 1.8 | $21M | 113k | 183.48 | ||
| Nike CL B (NKE) | 1.8 | $20M | 153k | 132.89 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 1.8 | $20M | 72k | 276.25 | ||
Setup an alertReilly Financial Advisors will file the next quarterly 13-HR in about 1 months. Would you like to be notified? |
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| Nextera Energy (NEE) | 1.7 | $19M | 254k | 75.61 | ||
| Paypal Holdings (PYPL) | 1.7 | $19M | 79k | 242.85 | ||
| Target Corporation (TGT) | 1.7 | $19M | -2% | 96k | 198.07 | |
| Pra Health Sciences (PRAH) | 1.6 | $18M | 120k | 153.33 | ||
| Sony Corp Sponsored Adr (SNE) | 1.6 | $18M | +2% | 173k | 106.01 | |
| Thermo Fisher Scientific (TMO) | 1.6 | $18M | 40k | 456.39 | ||
| Amphenol Corp Cl A (APH) | 1.6 | $18M | +102% | 272k | 65.97 | |
| Ericsson Adr B Sek 10 (ERIC) | 1.6 | $18M | NEW | 1.3M | 13.19 | |
| Novartis Sponsored Adr (NVS) | 1.5 | $18M | +3% | 204k | 85.48 | |
| Facebook Cl A (FB) | 1.5 | $17M | 59k | 294.54 | ||
| TJX Companies (TJX) | 1.5 | $17M | 257k | 66.15 | ||
| Abbott Laboratories (ABT) | 1.4 | $16M | 134k | 119.84 | ||
| Akamai Technologies (AKAM) | 1.4 | $16M | +3% | 157k | 101.90 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.4 | $16M | +2% | 70k | 226.73 | |
| Verizon Communications (VZ) | 1.3 | $15M | +4% | 262k | 58.15 | |
| Vodafone Group Sponsored Adr (VOD) | 1.3 | $15M | +2% | 818k | 18.43 | |
| Bank of America Corporation (BAC) | 1.3 | $15M | 387k | 38.69 | ||
| Carrier Global Corporation (CARR) | 1.3 | $15M | 349k | 42.22 | ||
| First Republic Bank/san F (FRC) | 1.3 | $15M | 87k | 166.75 | ||
| Comcast Corp Cl A (CMCSA) | 1.3 | $15M | 269k | 54.11 | ||
| Ford Motor Company (F) | 1.2 | $14M | +31211% | 1.1M | 12.25 | |
| Pepsi (PEP) | 1.2 | $13M | +2% | 93k | 141.44 | |
| Chubb (CB) | 1.1 | $13M | 82k | 157.97 | ||
| Crown Castle Intl (CCI) | 1.1 | $13M | 74k | 172.13 | ||
| Otis Worldwide Corp (OTIS) | 1.1 | $12M | 179k | 68.45 | ||
| Air Products & Chemicals (APD) | 1.1 | $12M | +2% | 42k | 281.34 | |
| Prudential Financial (PRU) | 1.0 | $12M | -2% | 130k | 91.10 | |
| Lockheed Martin Corporation (LMT) | 1.0 | $12M | +2% | 32k | 369.51 | |
| Nucor Corporation (NUE) | 1.0 | $12M | 144k | 80.27 | ||
| Mondelez Intl Cl A (MDLZ) | 1.0 | $12M | +2% | 196k | 58.53 | |
| Merck & Co (MRK) | 1.0 | $12M | +3% | 149k | 77.09 | |
| Hasbro (HAS) | 1.0 | $11M | 115k | 96.12 | ||
| Constellation Brands Cl A (STZ) | 1.0 | $11M | 48k | 228.01 | ||
| EnerSys (ENS) | 1.0 | $11M | 121k | 90.80 | ||
| Raytheon Technologies Corp (RTX) | 1.0 | $11M | +4% | 141k | 77.27 | |
| Dominion Resources (D) | 0.8 | $9.5M | +3% | 125k | 75.96 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.8 | $9.2M | +35928% | 118k | 77.69 | |
| Spdr Ser Tr Blomberg Brc Inv (FLRN) | 0.8 | $9.0M | 295k | 30.64 | ||
| Lumentum Hldgs (LITE) | 0.8 | $8.6M | +6% | 94k | 91.35 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $6.8M | +2% | 3.3k | 2062.46 | |
| Canadian Solar (CSIQ) | 0.6 | $6.7M | +180954% | 136k | 49.63 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $5.4M | +72% | 141k | 38.40 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $5.2M | 40k | 129.77 | ||
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $4.3M | +12% | 33k | 130.06 | |
| Walt Disney Company (DIS) | 0.4 | $4.1M | -11% | 22k | 184.55 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $4.1M | 63k | 65.28 | ||
| Home Depot (HD) | 0.4 | $4.0M | +6% | 13k | 305.22 | |
| Procter & Gamble Company (PG) | 0.3 | $3.7M | +8% | 27k | 135.43 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $3.6M | +6% | 66k | 53.94 | |
| Intel Corporation (INTC) | 0.3 | $3.5M | 55k | 64.00 | ||
| UnitedHealth (UNH) | 0.3 | $3.3M | 8.9k | 372.04 | ||
| Honeywell International (HON) | 0.3 | $3.2M | -7% | 15k | 217.04 | |
| Visa Com Cl A (V) | 0.3 | $3.2M | -2% | 15k | 211.76 | |
| Cisco Systems (CSCO) | 0.3 | $3.1M | +6% | 59k | 51.71 | |
| Broadcom (AVGO) | 0.2 | $2.5M | -7% | 5.4k | 463.69 | |
| Hca Holdings (HCA) | 0.2 | $2.5M | -22% | 13k | 188.32 | |
| Waste Management (WM) | 0.2 | $2.4M | +3% | 19k | 129.00 | |
| Coca-Cola Company (KO) | 0.2 | $2.4M | 46k | 52.71 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.4M | +7% | 9.4k | 255.47 | |
| Oracle Corporation (ORCL) | 0.2 | $2.4M | -7% | 34k | 70.16 | |
| Ross Stores (ROST) | 0.2 | $2.3M | -6% | 19k | 119.89 | |
| Nxp Semiconductors N V (NXPI) | 0.2 | $2.3M | -13% | 11k | 201.34 | |
| Sanofi Sponsored Adr (SNY) | 0.2 | $2.3M | +12% | 46k | 49.46 | |
| Tesla Motors (TSLA) | 0.2 | $2.2M | +75% | 3.3k | 667.79 | |
| ConAgra Foods (CAG) | 0.2 | $2.2M | +6% | 57k | 37.61 | |
| Diageo Spon Adr New (DEO) | 0.2 | $2.1M | 13k | 164.24 | ||
| SYSCO Corporation (SYY) | 0.2 | $2.1M | -9% | 27k | 78.74 | |
| Smith & Nephew Spdn Adr New (SNN) | 0.2 | $2.1M | +11% | 56k | 37.90 | |
| Leidos Holdings (LDOS) | 0.2 | $2.1M | +4% | 22k | 96.27 | |
| Us Bancorp Del Com New (USB) | 0.2 | $2.1M | -11% | 38k | 55.30 | |
| Travelers Companies (TRV) | 0.2 | $2.1M | -4% | 14k | 150.37 | |
| Sempra Energy (SRE) | 0.2 | $2.1M | +2% | 16k | 132.57 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.1M | 6.5k | 319.09 | ||
| General Dynamics Corporation (GD) | 0.2 | $2.1M | -3% | 11k | 181.52 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $2.0M | +3% | 17k | 121.78 | |
| Dentsply Sirona (XRAY) | 0.2 | $2.0M | -10% | 31k | 63.80 | |
| Unilever Spon Adr New (UL) | 0.2 | $1.9M | +19% | 34k | 55.84 | |
| Simon Property (SPG) | 0.2 | $1.9M | -14% | 17k | 113.77 | |
| L3harris Technologies (LHX) | 0.2 | $1.9M | +7% | 9.1k | 202.65 | |
| Qualcomm (QCOM) | 0.2 | $1.8M | 14k | 132.57 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.8M | +6% | 49k | 37.63 | |
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $1.8M | +21% | 36k | 49.71 | |
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.2 | $1.7M | -12% | 23k | 75.11 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.7M | -21% | 20k | 84.74 | |
| Smucker J M Com New (SJM) | 0.1 | $1.7M | +3% | 13k | 126.56 | |
| Evergy (EVRG) | 0.1 | $1.6M | +5% | 27k | 59.52 | |
| Costco Wholesale Corporation (COST) | 0.1 | $1.6M | 4.5k | 352.38 | ||
| Starbucks Corporation (SBUX) | 0.1 | $1.6M | 14k | 109.26 | ||
| Boeing Company (BA) | 0.1 | $1.4M | +3% | 5.5k | 254.64 | |
| Oge Energy Corp (OGE) | 0.1 | $1.3M | +2% | 41k | 32.37 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.1M | +3% | 2.9k | 396.40 | |
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $1.1M | -14% | 17k | 65.45 | |
| Pioneer Natural Resources (PXD) | 0.1 | $1.1M | 7.1k | 158.78 | ||
| Pfizer (PFE) | 0.1 | $1.1M | 31k | 36.22 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.1M | +7% | 3.0k | 364.24 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.1M | +2% | 5.0k | 220.49 | |
| At&t (T) | 0.1 | $1.1M | 36k | 30.26 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.0M | +6% | 8.3k | 125.50 | |
| Wal-Mart Stores (WMT) | 0.1 | $949k | +18% | 7.0k | 135.78 | |
| Semtech Corporation (SMTC) | 0.1 | $943k | 14k | 69.02 | ||
| Altria (MO) | 0.1 | $856k | 17k | 51.14 | ||
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $850k | +8% | 27k | 31.79 | |
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $793k | -3% | 27k | 29.66 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $781k | -17% | 14k | 56.43 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $775k | -25% | 9.0k | 85.84 | |
| NVIDIA Corporation (NVDA) | 0.1 | $759k | -7% | 1.4k | 533.76 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $758k | +13% | 3.7k | 206.76 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $758k | +8% | 14k | 55.87 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $732k | +2% | 3.3k | 220.95 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $732k | +130% | 5.6k | 131.37 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $706k | 2.0k | 358.56 | ||
| Adobe Systems Incorporated (ADBE) | 0.1 | $689k | +4% | 1.5k | 475.17 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $685k | 6.0k | 113.83 | ||
| Amgen (AMGN) | 0.1 | $664k | +2% | 2.7k | 248.69 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $655k | -19% | 17k | 37.87 | |
| Spdr Ser Tr Bloomberg Brclys (JNK) | 0.1 | $652k | +7% | 6.0k | 108.87 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $647k | -19% | 7.9k | 81.94 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $644k | 2.0k | 323.78 | ||
| Southern Company (SO) | 0.1 | $606k | 9.8k | 62.13 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $571k | -63% | 1.4k | 397.91 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $547k | NEW | 9.6k | 57.18 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $531k | +8% | 4.6k | 116.01 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.0 | $513k | -5% | 10k | 50.79 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $502k | 2.0k | 257.04 | ||
| Abbvie (ABBV) | 0.0 | $485k | +11% | 4.5k | 108.14 | |
| Eli Lilly & Co. (LLY) | 0.0 | $471k | -8% | 2.5k | 186.98 | |
| McDonald's Corporation (MCD) | 0.0 | $470k | -12% | 2.1k | 224.13 | |
| Icon SHS (ICLR) | 0.0 | $467k | 2.4k | 196.47 | ||
| Chevron Corporation (CVX) | 0.0 | $463k | +6% | 4.4k | 104.89 | |
| Deere & Company (DE) | 0.0 | $455k | -6% | 1.2k | 374.49 | |
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $446k | 7.2k | 62.07 | ||
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $441k | -14% | 2.8k | 159.49 | |
| Commerce Bancshares (CBSH) | 0.0 | $440k | 5.7k | 76.67 | ||
| Netflix (NFLX) | 0.0 | $438k | +3% | 839.00 | 522.05 | |
| ConocoPhillips (COP) | 0.0 | $423k | 8.0k | 52.91 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $399k | +44% | 8.1k | 49.16 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $388k | +11% | 11k | 36.26 | |
| O'reilly Automotive (ORLY) | 0.0 | $386k | +191% | 761.00 | 507.23 | |
| Williams Companies (WMB) | 0.0 | $384k | 16k | 23.66 | ||
| Cerner Corporation (CERN) | 0.0 | $370k | 5.2k | 71.84 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $367k | 1.7k | 214.24 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $363k | 2.7k | 132.97 | ||
| Kinder Morgan (KMI) | 0.0 | $356k | 21k | 16.63 | ||
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $348k | 3.1k | 111.36 | ||
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $324k | -11% | 9.2k | 35.35 | |
| DNP Select Income Fund (DNP) | 0.0 | $316k | +4% | 32k | 9.89 | |
| Kansas City Southern Com New (KSU) | 0.0 | $290k | 1.1k | 263.64 | ||
| Stratus Pptys Com New (STRS) | 0.0 | $287k | 9.4k | 30.53 | ||
| Hexcel Corporation (HXL) | 0.0 | $280k | 5.0k | 56.00 | ||
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $279k | 2.4k | 117.23 | ||
| Essential Utils (WTRG) | 0.0 | $278k | -7% | 6.2k | 44.73 | |
| Consolidated Edison (ED) | 0.0 | $277k | 3.7k | 74.68 | ||
| Micron Technology (MU) | 0.0 | $277k | 3.1k | 88.16 | ||
| American Tower Reit (AMT) | 0.0 | $264k | -12% | 1.1k | 239.13 | |
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.0 | $260k | 1.7k | 155.97 | ||
| Lowe's Companies (LOW) | 0.0 | $260k | +2% | 1.4k | 189.92 | |
| Caterpillar (CAT) | 0.0 | $259k | -23% | 1.1k | 232.08 | |
| Dex (DXCM) | 0.0 | $257k | 715.00 | 359.44 | ||
| Anthem (ANTM) | 0.0 | $257k | 717.00 | 358.44 | ||
| Xcel Energy (XEL) | 0.0 | $256k | 3.9k | 66.48 | ||
| Medtronic SHS (MDT) | 0.0 | $255k | -34% | 2.2k | 118.06 | |
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $247k | 1.3k | 194.18 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $243k | +72% | 4.7k | 52.08 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $242k | -3% | 1.1k | 221.61 | |
| America Movil Sab De Cv Spon Adr L Shs (AMX) | 0.0 | $238k | 18k | 13.57 | ||
| International Business Machines (IBM) | 0.0 | $237k | +23% | 1.8k | 133.15 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $237k | +72% | 1.6k | 147.21 | |
| AECOM Technology Corporation (ACM) | 0.0 | $234k | 3.7k | 64.00 | ||
| Xylem (XYL) | 0.0 | $229k | -98% | 2.2k | 105.05 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $229k | +67% | 2.3k | 98.45 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $226k | 2.6k | 88.63 | ||
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $225k | 8.1k | 27.72 | ||
| Inmode SHS (INMD) | 0.0 | $221k | 3.1k | 72.46 | ||
| Edison International (EIX) | 0.0 | $220k | +5% | 3.8k | 58.50 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $214k | +4% | 2.2k | 96.70 | |
| General Electric Company (GE) | 0.0 | $207k | -4% | 16k | 13.11 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $206k | 2.3k | 91.56 | ||
| BioMarin Pharmaceutical (BMRN) | 0.0 | $204k | 2.7k | 75.56 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $201k | 610.00 | 329.51 | ||
| Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.0 | $200k | 6.2k | 32.50 | ||
| Stanley Black & Decker (SWK) | 0.0 | $198k | 990.00 | 200.00 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $198k | 2.6k | 75.92 | ||
| salesforce (CRM) | 0.0 | $196k | +3% | 927.00 | 211.43 | |
| American Electric Power Company (AEP) | 0.0 | $194k | 2.3k | 84.64 | ||
| Prologis (PLD) | 0.0 | $188k | 1.8k | 106.03 | ||
| Philip Morris International (PM) | 0.0 | $188k | +8% | 2.1k | 88.80 | |
| Becton, Dickinson and (BDX) | 0.0 | $185k | 760.00 | 243.42 | ||
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $184k | 3.1k | 59.20 | ||
| Yum! Brands (YUM) | 0.0 | $183k | 1.7k | 107.96 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $181k | +11% | 744.00 | 243.28 | |
| Vmware Cl A Com (VMW) | 0.0 | $180k | 1.2k | 150.63 | ||
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.0 | $179k | 3.1k | 56.99 | ||
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $178k | -9% | 1.3k | 134.64 | |
| Allegion Ord Shs (ALLE) | 0.0 | $178k | -98% | 1.4k | 125.97 | |
| Applied Materials (AMAT) | 0.0 | $175k | 1.3k | 133.59 | ||
| Alphatec Hldgs Com New (ATEC) | 0.0 | $174k | +7% | 11k | 15.82 | |
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $172k | +3% | 1.7k | 102.08 | |
| Wells Fargo & Company (WFC) | 0.0 | $171k | +2% | 4.4k | 39.12 | |
| Nexpoint Strategic Opportes Com New (NHF) | 0.0 | $171k | -50% | 15k | 11.40 | |
| CSX Corporation (CSX) | 0.0 | $171k | 1.8k | 96.56 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $167k | -17% | 2.0k | 82.06 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $166k | 1.7k | 95.79 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $165k | 2.0k | 82.42 | ||
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $165k | 500.00 | 330.00 | ||
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $164k | -31% | 2.2k | 74.61 | |
| Norfolk Southern (NSC) | 0.0 | $164k | +32% | 611.00 | 268.41 | |
| Ishares Tr Mbs Etf (MBB) | 0.0 | $160k | +70% | 1.5k | 108.11 | |
| FedEx Corporation (FDX) | 0.0 | $160k | 565.00 | 283.19 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $156k | 2.5k | 63.00 | ||
| Corning Incorporated (GLW) | 0.0 | $154k | +13% | 3.5k | 43.56 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $150k | 2.3k | 65.08 | ||
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $149k | 693.00 | 215.01 | ||
| Illinois Tool Works (ITW) | 0.0 | $148k | +21% | 669.00 | 221.23 | |
| American Express Company (AXP) | 0.0 | $147k | +2% | 1.0k | 141.89 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $146k | +369% | 2.0k | 73.18 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $146k | 964.00 | 151.45 | ||
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $145k | 2.7k | 54.59 | ||
| Eaton Corp SHS (ETN) | 0.0 | $144k | 1.0k | 138.06 | ||
| Twilio Cl A (TWLO) | 0.0 | $138k | -24% | 405.00 | 340.74 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $137k | +517% | 4.4k | 31.30 | |
| 3M Company (MMM) | 0.0 | $137k | +5% | 709.00 | 193.23 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $137k | 1.1k | 123.09 | ||
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $135k | 1.0k | 135.00 | ||
| Clorox Company (CLX) | 0.0 | $131k | +6% | 680.00 | 192.65 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $131k | +8% | 1.9k | 68.09 | |
| Ishares Tr Trans Avg Etf (IYT) | 0.0 | $129k | 500.00 | 258.00 | ||
| Shopify Cl A (SHOP) | 0.0 | $127k | 115.00 | 1104.35 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $126k | +3% | 1.3k | 96.48 | |
| Pentair SHS (PNR) | 0.0 | $122k | 2.0k | 62.09 | ||
| Public Service Enterprise (PEG) | 0.0 | $122k | 2.0k | 60.07 | ||
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $120k | +61% | 645.00 | 186.05 | |
| Schlumberger (SLB) | 0.0 | $120k | 4.4k | 27.19 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $118k | +16% | 1.0k | 116.95 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $117k | -8% | 2.1k | 54.90 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $116k | 650.00 | 178.46 | ||
| Intuitive Surgical Com New (ISRG) | 0.0 | $115k | 156.00 | 737.18 | ||
Past Filings by Reilly Financial Advisors
SEC 13F filings are viewable for Reilly Financial Advisors going back to 2012
- 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
- Reilly Financial Advisors 2017 Q2 filed July 19, 2017