Rikoon
Latest statistics and disclosures from Rikoon Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, PG, JNJ, NFLX, MSFT, and represent 20.91% of Rikoon Group's stock portfolio.
- Added to shares of these 10 stocks: ETN, NXPI, SBUX, MAS, BP, COP, IBB, FINX, BOH, HAIL.
- Started 17 new stock positions in IWB, HAIL, MPC, VB, PAYX, IBB, NXPI, EL, MAS, ETN. COP, BP, BOH, ELV, XLE, Listed Fd Tr, SCHX.
- Reduced shares in these 10 stocks: BCE, SYK, EMR, GILD, JNJ, CVX, , ESTC, MCD, BIDU.
- Sold out of its positions in MDRX, GILD, New Age Beverages Corp, VDC, Wpx Energy, ESTC.
- Rikoon Group was a net buyer of stock by $2.4M.
- Rikoon Group has $376M in assets under management (AUM), dropping by 4.93%.
- Central Index Key (CIK): 0001576654
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Portfolio Holdings for Rikoon Group
Rikoon Group holds 234 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.4 | $20M | 165k | 122.64 |
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| Procter & Gamble Company (PG) | 4.3 | $16M | 119k | 135.43 |
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| Johnson & Johnson (JNJ) | 4.2 | $16M | 96k | 164.35 |
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| Netflix (NFLX) | 3.8 | $14M | 27k | 521.65 |
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| Microsoft Corporation (MSFT) | 3.3 | $12M | 52k | 235.77 |
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| Abbvie (ABBV) | 2.8 | $11M | 98k | 108.22 |
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| Amazon (AMZN) | 2.5 | $9.5M | 3.1k | 3093.99 |
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| Abbott Laboratories (ABT) | 2.0 | $7.5M | 62k | 119.85 |
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| Graphic Packaging Holding Company (GPK) | 2.0 | $7.3M | 402k | 18.24 |
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| Home Depot (HD) | 1.9 | $7.2M | 24k | 305.23 |
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| 3M Company (MMM) | 1.8 | $6.8M | 35k | 192.67 |
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| Truist Financial Corp equities (TFC) | 1.8 | $6.7M | 116k | 58.32 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $6.7M | 17k | 397.49 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $6.7M | 26k | 255.46 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $5.8M | 18k | 319.53 |
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| Pfizer (PFE) | 1.5 | $5.8M | 160k | 36.23 |
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| Emerson Electric (EMR) | 1.5 | $5.7M | -6% | 63k | 90.22 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.4 | $5.1M | 23k | 220.95 |
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| Walgreen Boots Alliance | 1.3 | $4.9M | 90k | 54.90 |
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| Visa Com Cl A (V) | 1.3 | $4.9M | 23k | 211.71 |
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| FedEx Corporation (FDX) | 1.3 | $4.8M | 17k | 284.66 |
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| Coca-Cola Company (KO) | 1.3 | $4.8M | -3% | 90k | 53.13 |
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| Paypal Holdings (PYPL) | 1.2 | $4.3M | 18k | 242.84 |
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| Illinois Tool Works (ITW) | 1.0 | $3.9M | 17k | 222.67 |
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| Walt Disney Company (DIS) | 1.0 | $3.7M | 20k | 184.54 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $3.4M | 1.7k | 2062.50 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $3.4M | 8.5k | 397.81 |
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| Wal-Mart Stores (WMT) | 0.9 | $3.3M | 25k | 135.82 |
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| Bristol Myers Squibb (BMY) | 0.8 | $3.0M | 47k | 63.61 |
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| Bank of America Corporation (BAC) | 0.8 | $2.9M | 76k | 38.69 |
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| Pepsi (PEP) | 0.8 | $2.9M | 21k | 141.47 |
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| Honeywell International (HON) | 0.8 | $2.9M | 13k | 217.05 |
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| Merck & Co (MRK) | 0.8 | $2.9M | 37k | 77.73 |
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| Nextera Energy (NEE) | 0.7 | $2.7M | 36k | 75.60 |
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| Costco Wholesale Corporation (COST) | 0.7 | $2.5M | 7.0k | 352.45 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $2.4M | -4% | 43k | 55.82 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $2.2M | 11k | 206.72 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $2.1M | 5.8k | 356.01 |
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| Facebook Cl A (META) | 0.5 | $2.0M | -3% | 6.7k | 294.53 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.9M | 933.00 | 2068.60 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $1.9M | 26k | 73.91 |
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| Verizon Communications (VZ) | 0.5 | $1.8M | 31k | 58.14 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.5 | $1.8M | +3% | 5.0k | 358.48 |
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| Fastenal Company (FAST) | 0.4 | $1.7M | -5% | 34k | 50.27 |
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| Chevron Corporation (CVX) | 0.4 | $1.7M | -13% | 16k | 104.80 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $1.7M | 6.4k | 260.28 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $1.6M | 14k | 118.73 |
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| Cummins (CMI) | 0.4 | $1.6M | 6.3k | 259.08 |
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| Medtronic SHS (MDT) | 0.4 | $1.6M | -2% | 14k | 118.67 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $1.6M | +2% | 23k | 68.30 |
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| Oracle Corporation (ORCL) | 0.4 | $1.6M | 22k | 70.15 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.4 | $1.6M | 3.0k | 513.67 |
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| McDonald's Corporation (MCD) | 0.4 | $1.5M | -13% | 6.9k | 224.13 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $1.5M | 28k | 54.10 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $1.5M | +3% | 4.0k | 369.58 |
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| International Business Machines (IBM) | 0.4 | $1.5M | 11k | 133.22 |
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| Toyota Motor Corp Sp Adr Rep2com (TM) | 0.4 | $1.5M | 9.5k | 156.05 |
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| Teleflex Incorporated (TFX) | 0.4 | $1.5M | 3.5k | 415.43 |
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| Qualcomm (QCOM) | 0.4 | $1.4M | +5% | 11k | 132.56 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.4M | +2% | 9.3k | 152.26 |
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| At&t (T) | 0.4 | $1.4M | 47k | 30.26 |
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| Intel Corporation (INTC) | 0.4 | $1.4M | 21k | 64.01 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $1.3M | -2% | 16k | 85.50 |
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| Tesla Motors (TSLA) | 0.4 | $1.3M | 2.0k | 668.01 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.3M | +2% | 4.8k | 276.24 |
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| salesforce (CRM) | 0.3 | $1.3M | +2% | 6.0k | 211.87 |
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| Ecolab (ECL) | 0.3 | $1.3M | 5.9k | 214.60 |
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| Udr (UDR) | 0.3 | $1.2M | -3% | 28k | 43.86 |
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| Kansas City Southern Com New | 0.3 | $1.2M | 4.6k | 264.57 |
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| Schlumberger (SLB) | 0.3 | $1.2M | 45k | 27.31 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.2M | 16k | 75.85 |
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| Union Pacific Corporation (UNP) | 0.3 | $1.2M | 5.4k | 220.49 |
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| Vanguard World Fds Financials Etf (VFH) | 0.3 | $1.2M | 14k | 84.48 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $1.2M | +10% | 9.9k | 119.93 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $1.2M | +3% | 10k | 116.76 |
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| Kimberly-Clark Corporation (KMB) | 0.3 | $1.2M | 8.3k | 140.22 |
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| Avery Dennison Corporation (AVY) | 0.3 | $1.2M | 6.3k | 183.68 |
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| Astrazeneca Sponsored Adr (AZN) | 0.3 | $1.2M | -2% | 23k | 49.73 |
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| Applied Materials (AMAT) | 0.3 | $1.1M | 8.6k | 133.57 |
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| UnitedHealth (UNH) | 0.3 | $1.1M | -2% | 3.1k | 372.15 |
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| CVS Caremark Corporation (CVS) | 0.3 | $1.1M | 15k | 75.24 |
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| Philip Morris International (PM) | 0.3 | $1.0M | 12k | 89.98 |
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| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.3 | $1.0M | +2% | 15k | 68.62 |
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| Glaxosmithkline Sponsored Adr | 0.3 | $1.0M | 28k | 36.33 |
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| Main Street Capital Corporation (MAIN) | 0.3 | $1.0M | -10% | 26k | 39.13 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.0M | +17% | 6.9k | 147.07 |
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| Cognex Corporation (CGNX) | 0.3 | $996k | 12k | 83.00 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $996k | 10k | 97.25 |
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| Broadcom (AVGO) | 0.3 | $990k | +3% | 2.1k | 463.70 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $967k | 13k | 77.27 |
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| Stryker Corporation (SYK) | 0.3 | $950k | -32% | 3.9k | 244.22 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $948k | 16k | 60.67 |
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| Laboratory Corp Amer Hldgs Com New | 0.3 | $941k | +21% | 3.7k | 255.15 |
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| Koninklijke Philips N V Ny Reg Sh New (PHG) | 0.2 | $936k | 16k | 57.03 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $931k | 13k | 74.53 |
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| Global X Fds Fintech Etf (FINX) | 0.2 | $925k | +33% | 21k | 44.11 |
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| Cisco Systems (CSCO) | 0.2 | $922k | 18k | 51.69 |
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| Starbucks Corporation (SBUX) | 0.2 | $909k | +56% | 8.3k | 109.25 |
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| Roku Com Cl A (ROKU) | 0.2 | $888k | 2.7k | 325.87 |
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| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.2 | $875k | 5.9k | 147.48 |
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| Direxion Shs Etf Tr Connected Consum | 0.2 | $862k | +11% | 14k | 60.66 |
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| Ss&c Technologies Holding (SSNC) | 0.2 | $861k | +4% | 12k | 69.89 |
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| Carlisle Companies (CSL) | 0.2 | $849k | 5.2k | 164.53 |
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| Caterpillar (CAT) | 0.2 | $845k | 3.6k | 231.89 |
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| Eaton Corp SHS (ETN) | 0.2 | $843k | NEW | 6.1k | 138.31 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $830k | 13k | 64.02 |
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| Colgate-Palmolive Company (CL) | 0.2 | $813k | 10k | 78.79 |
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| Sanofi Sponsored Adr (SNY) | 0.2 | $812k | -9% | 16k | 49.44 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $808k | 6.8k | 118.06 |
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| Blackrock Health Sciences Trust (BME) | 0.2 | $802k | +4% | 17k | 46.25 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $792k | +33% | 10k | 78.08 |
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| Illumina (ILMN) | 0.2 | $768k | 2.0k | 384.00 |
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| McKesson Corporation (MCK) | 0.2 | $768k | 3.9k | 195.57 |
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| CSX Corporation (CSX) | 0.2 | $767k | 8.0k | 96.42 |
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| Cardinal Health (CAH) | 0.2 | $764k | 13k | 61.19 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $749k | 5.6k | 132.73 |
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| Advance Auto Parts (AAP) | 0.2 | $747k | +7% | 4.1k | 183.72 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $735k | -18% | 13k | 58.14 |
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| Us Bancorp Del Com New (USB) | 0.2 | $724k | +2% | 13k | 55.70 |
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| Baxter International (BAX) | 0.2 | $721k | -5% | 8.5k | 84.59 |
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| ResMed (RMD) | 0.2 | $700k | 3.6k | 193.91 |
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| Cigna Corp (CI) | 0.2 | $695k | 2.9k | 241.82 |
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| Markel Corporation (MKL) | 0.2 | $689k | +5% | 605.00 | 1138.84 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.2 | $648k | 12k | 53.26 |
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| Total Se Sponsored Ads (TTE) | 0.2 | $638k | 14k | 47.29 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $628k | 12k | 52.02 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $616k | 6.0k | 101.89 |
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| Centene Corporation (CNC) | 0.2 | $612k | 9.6k | 63.90 |
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| Lam Research Corporation | 0.2 | $611k | 1.0k | 596.10 |
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| Nike CL B (NKE) | 0.2 | $608k | -4% | 4.6k | 133.16 |
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| Eli Lilly & Co. (LLY) | 0.2 | $598k | 3.2k | 186.70 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $597k | +9% | 11k | 53.32 |
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| Unilever Spon Adr New (UL) | 0.2 | $588k | 11k | 55.79 |
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| Automatic Data Processing (ADP) | 0.2 | $587k | +5% | 3.1k | 189.29 |
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| Liberty Broadband Corp Com Ser C (LBRDK) | 0.2 | $579k | +7% | 3.9k | 150.04 |
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| Phillips 66 (PSX) | 0.2 | $566k | -8% | 6.9k | 81.51 |
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| Ishares Tr Trans Avg Etf (IYT) | 0.1 | $515k | +17% | 2.0k | 257.50 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $503k | +6% | 1.1k | 474.98 |
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| Boeing Company (BA) | 0.1 | $498k | -2% | 2.0k | 254.86 |
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| Valvoline Inc Common (VVV) | 0.1 | $497k | +26% | 19k | 26.09 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $493k | 7.2k | 68.46 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $475k | 8.1k | 58.90 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $464k | +10% | 3.8k | 121.72 |
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| Progressive Corporation (PGR) | 0.1 | $461k | -15% | 4.8k | 95.66 |
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| Sherwin-Williams Company (SHW) | 0.1 | $460k | +3% | 623.00 | 738.36 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $455k | 3.2k | 141.26 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $451k | 2.8k | 159.65 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $447k | 3.5k | 128.45 |
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| Gartner (IT) | 0.1 | $443k | 2.4k | 182.68 |
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| Target Corporation (TGT) | 0.1 | $436k | 2.2k | 197.91 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $417k | 1.4k | 300.65 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $416k | 5.7k | 72.88 |
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| V.F. Corporation (VFC) | 0.1 | $415k | 5.2k | 79.96 |
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| Carrier Global Corporation (CARR) | 0.1 | $414k | 9.8k | 42.27 |
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| Danaher Corporation (DHR) | 0.1 | $414k | +10% | 1.8k | 225.37 |
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| Listed Fd Tr Roundhill Bitk (NERD) | 0.1 | $410k | +7% | 13k | 31.87 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $409k | 2.3k | 177.06 |
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| Stoneco Com Cl A (STNE) | 0.1 | $405k | 6.6k | 61.27 |
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| SYSCO Corporation (SYY) | 0.1 | $404k | 5.1k | 79.22 |
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| Alexion Pharmaceuticals | 0.1 | $404k | 2.6k | 152.80 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $395k | +31% | 9.5k | 41.45 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $394k | 5.0k | 78.31 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $394k | +3% | 5.7k | 68.97 |
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| Lamar Advertising Cl A (LAMR) | 0.1 | $393k | -16% | 4.2k | 93.88 |
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| Lowe's Companies (LOW) | 0.1 | $388k | +3% | 2.0k | 189.92 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $388k | 1.2k | 323.33 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $386k | 1.00 | 386000.00 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $385k | 4.0k | 96.59 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $378k | 11k | 35.58 |
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| Church & Dwight (CHD) | 0.1 | $378k | 4.3k | 87.28 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $373k | 4.6k | 81.73 |
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| PPG Industries (PPG) | 0.1 | $373k | 2.5k | 150.40 |
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| Chegg (CHGG) | 0.1 | $373k | +2% | 4.4k | 85.71 |
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| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.1 | $370k | 6.9k | 54.01 |
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| AvalonBay Communities (AVB) | 0.1 | $369k | -4% | 2.0k | 185.89 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $367k | 5.6k | 65.11 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $362k | 760.00 | 476.32 |
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| Dollar General (DG) | 0.1 | $360k | 1.8k | 202.70 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $356k | +5% | 3.8k | 94.81 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $353k | NEW | 1.8k | 201.71 |
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| Altria (MO) | 0.1 | $352k | 6.8k | 52.00 |
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| United Parcel Service CL B (UPS) | 0.1 | $352k | 2.1k | 169.88 |
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| Citrix Systems | 0.1 | $351k | -11% | 2.5k | 140.46 |
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| General Dynamics Corporation (GD) | 0.1 | $349k | 1.9k | 181.39 |
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| Dupont De Nemours (DD) | 0.1 | $343k | 4.4k | 77.22 |
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| Deere & Company (DE) | 0.1 | $337k | 900.00 | 374.44 |
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| Royal Dutch Shell Spons Adr A | 0.1 | $333k | 8.5k | 39.18 |
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| Ishares Tr Phlx Semicnd Etf (SOXX) | 0.1 | $325k | -4% | 766.00 | 424.28 |
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| Bce Com New (BCE) | 0.1 | $313k | -67% | 6.8k | 45.83 |
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| Masco Corporation (MAS) | 0.1 | $312k | NEW | 5.2k | 59.86 |
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| Dow (DOW) | 0.1 | $306k | 4.8k | 63.86 |
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| General Mills (GIS) | 0.1 | $301k | 4.9k | 61.35 |
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| MercadoLibre (MELI) | 0.1 | $299k | +16% | 203.00 | 1472.91 |
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| Vodafone Group Sponsored Adr (VOD) | 0.1 | $298k | 16k | 18.44 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $297k | 897.00 | 331.10 |
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| BP Sponsored Adr (BP) | 0.1 | $293k | NEW | 12k | 24.38 |
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| Baidu Spon Adr Rep A (BIDU) | 0.1 | $290k | -43% | 1.3k | 217.23 |
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| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.1 | $289k | +2% | 3.8k | 75.65 |
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| General Electric Company | 0.1 | $278k | 21k | 13.13 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $276k | 10k | 27.60 |
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| Sap Se Spon Adr (SAP) | 0.1 | $276k | 2.2k | 122.89 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $276k | +14% | 3.5k | 78.86 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $259k | +7% | 2.7k | 95.68 |
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| Jacobs Engineering | 0.1 | $257k | 2.0k | 129.41 |
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| Expeditors International of Washington (EXPD) | 0.1 | $255k | 2.4k | 107.82 |
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| Roper Industries (ROP) | 0.1 | $253k | +32% | 628.00 | 402.87 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $251k | 2.2k | 111.75 |
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| ConocoPhillips (COP) | 0.1 | $251k | NEW | 4.7k | 52.91 |
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| Intercontinental Exchange (ICE) | 0.1 | $246k | 2.2k | 111.77 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $246k | 2.8k | 87.86 |
|
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| Square Cl A (XYZ) | 0.1 | $241k | 1.1k | 227.36 |
|
|
| Hanesbrands (HBI) | 0.1 | $241k | 12k | 19.64 |
|
|
| Leggett & Platt (LEG) | 0.1 | $233k | 5.1k | 45.96 |
|
|
| Ishares Tr Nasdaq Biotech (IBB) | 0.1 | $232k | NEW | 1.5k | 150.45 |
|
| Viatris (VTRS) | 0.1 | $227k | -11% | 16k | 13.99 |
|
| Bank of Hawaii Corporation (BOH) | 0.1 | $224k | NEW | 2.5k | 89.60 |
|
| Vaneck Vectors Etf Tr Bdc Income Etf (BIZD) | 0.1 | $223k | 14k | 16.19 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $221k | 485.00 | 455.67 |
|
|
| Spdr Ser Tr S&p Kensho Smart (HAIL) | 0.1 | $219k | NEW | 3.6k | 60.92 |
|
| Clorox Company (CLX) | 0.1 | $217k | +2% | 1.1k | 193.06 |
|
| 4068594 Enphase Energy (ENPH) | 0.1 | $217k | 1.3k | 161.94 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $212k | 934.00 | 226.98 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $211k | NEW | 4.3k | 49.13 |
|
| Horizon Ban (HBNC) | 0.1 | $209k | 11k | 18.70 |
|
|
| Anthem (ELV) | 0.1 | $208k | NEW | 580.00 | 358.62 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $207k | NEW | 965.00 | 214.51 |
|
| Shopify Cl A (SHOP) | 0.1 | $206k | +3% | 186.00 | 1107.53 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $206k | NEW | 2.1k | 95.86 |
|
| Lauder Estee Cos Cl A (EL) | 0.1 | $204k | NEW | 702.00 | 290.60 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $203k | NEW | 3.8k | 53.41 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $201k | NEW | 900.00 | 223.33 |
|
| Paychex (PAYX) | 0.1 | $200k | NEW | 2.0k | 98.14 |
|
| Listed Fd Tr Roundhill Stream | 0.0 | $138k | NEW | 11k | 12.92 |
|
| New York Mtg Tr Com Par $.02 | 0.0 | $58k | 13k | 4.57 |
|
Past Filings by Rikoon Group
SEC 13F filings are viewable for Rikoon Group going back to 2016
- Rikoon Group 2021 Q1 filed May 14, 2021
- Rikoon Group 2020 Q4 restated filed Feb. 16, 2021
- Rikoon Group 2020 Q4 filed Feb. 10, 2021
- Rikoon Group 2020 Q3 filed Oct. 23, 2020
- Rikoon Group 2020 Q2 filed Aug. 7, 2020
- Rikoon Group 2020 Q1 filed April 30, 2020
- Rikoon Group 2019 Q4 filed Jan. 21, 2020
- Rikoon Group 2019 Q3 filed Nov. 5, 2019
- Rikoon Group 2019 Q2 filed Aug. 6, 2019
- Rikoon Group 2019 Q1 filed May 1, 2019
- Rikoon Group 2018 Q4 filed Feb. 7, 2019
- Rikoon Group 2018 Q3 filed Nov. 14, 2018
- Rikoon Group 2018 Q2 filed Aug. 14, 2018
- Rikoon Group 2018 Q1 filed June 7, 2018
- Rikoon Group 2017 Q4 filed Feb. 27, 2018
- Rikoon Group 2017 Q3 filed Nov. 14, 2017