RPg Family Wealth Advisory

Latest statistics and disclosures from RPg Family Wealth Advisory's latest quarterly 13F-HR filing:

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Positions held by RPg Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for RPg Family Wealth Advisory

Companies in the RPg Family Wealth Advisory portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 4.0 $8.5M -17% 64k 132.69
Ark ETF TR Innovation ETF Common Stock (ARKK) 3.8 $8.2M -32% 66k 124.49
Amazon.Com Common Stock (AMZN) 3.8 $8.0M -21% 2.5k 3256.93
Chewy Inc CL A Common Stock (CHWY) 3.5 $7.3M 81k 89.89
Alphabet Inc Cap STK Common Stock (GOOGL) 3.2 $6.7M 3.8k 1752.64
Invesco Exchange- Traded FD TR Dwa Healthcare Momentum ETF Common Stock (PTH) 3.0 $6.3M 40k 160.07
Walt Disney Common Stock (DIS) 3.0 $6.3M 35k 181.18
SPDR Blackstone/Gso Common Stock (SRLN) 2.9 $6.1M +207% 134k 45.65
Southwest Airls Common Stock (LUV) 2.9 $6.1M 131k 46.61
Starbucks Corp Common Stock (SBUX) 2.8 $5.8M 55k 106.98
Nvidia Corp Common Stock (NVDA) 2.4 $5.2M -13% 9.9k 522.20
Pfizer Common Stock (PFE) 2.4 $5.1M +31473% 139k 36.81
Bank of America Common Stock (BAC) 2.4 $5.0M 166k 30.31
Microsoft Common Stock (MSFT) 2.3 $4.9M -26% 22k 222.42
Netflix Common Stock (NFLX) 1.9 $4.0M 7.4k 540.73
iShares Russell Common Stock (IWN) 1.8 $3.8M +112% 29k 131.75
DBX ETF TR Xtrackers MSCI USA Esg Leaders Equity ETF Common Stock (USSG) 1.8 $3.8M 110k 34.09
Teladoc Common Stock (TDOC) 1.6 $3.5M +52% 18k 199.96
iShares TR Esg MSCI USA Leaders ETF Common Stock (SUSL) 1.6 $3.5M 54k 64.95
Atlantica Yield Common Stock (AY) 1.6 $3.3M 87k 37.98
Packaging Corp Amer Common Stock (PKG) 1.6 $3.3M 24k 138.91
Berkshire Hathaway Common Stock (BRK.B) 1.4 $2.9M +6% 13k 231.87
J P Morgan Exchange-Traded FD TR Ultra-Short Income ETF Common Stock (JPST) 1.4 $2.9M -2% 57k 50.83
Old Dominion Freight Line Common Stock (ODFL) 1.3 $2.7M 14k 195.18
iShares TR U.S. Med Common Stock (IHI) 1.3 $2.7M 8.2k 327.30
SPDR Ser TR BLMBRG Common Stock (CWB) 1.3 $2.7M +2% 32k 82.79
Booz Allen Hamilton HLDG Corp CL A Common Stock (BAH) 1.3 $2.6M 30k 87.18
Vaneck Vectors ETF Common Stock (IHY) 1.1 $2.3M 89k 26.04
National Grid PLC Spon ADR New 2017 Common Stock (NGG) 1.1 $2.3M 38k 60.16
Moderna Common Stock (MRNA) 1.1 $2.3M -3% 22k 104.47
Clorox Common Stock (CLX) 1.1 $2.2M 11k 201.92
iShares TR Esg MSCI USA Small-Cap ETF Optimized ETF Common Stock (ESML) 1.0 $2.1M 61k 34.13
iShares TR Russell Mid-Cap Value ETF Common Stock (IWS) 1.0 $2.1M +4990% 21k 96.96
SPDR Index SHS FDS Common Stock (EWX) 1.0 $2.0M +2% 39k 51.63
iShares TR EAFE Common Stock (EFV) 0.9 $2.0M 42k 47.20
Invesco Exchange-Traded Self - Indexed FD TR Bulletshares 2025 Corporate BD ETF Common Stock (BSJP) 0.9 $2.0M +2% 80k 24.51
Invesco Exchange-Traded Self - Indexed FD TR Bulletshares 2022 Corporate BD ETF Common Stock (BSJM) 0.9 $1.9M +2% 83k 23.34
DBX ETF TR Xtrackers MSCI Acwi Ex USA Esg Leaders ETF Common Stock (ACSG) 0.9 $1.9M 60k 31.25
Flexshares TR Disciplined Duration MBS Index Common Stock (MBSD) 0.9 $1.8M +3% 76k 24.06
SPDR Gold Trust Common Stock (GLD) 0.9 $1.8M 10k 178.36
Verizon Common Stock (VZ) 0.8 $1.8M +3% 31k 58.75
SPDR Ser TR Blombrg Common Stock (EBND) 0.8 $1.8M +2% 63k 28.05
Exchange Traded Common Stock (EMQQ) 0.8 $1.7M -17% 27k 63.58
JPMorgan Chase & Co Alerian ML ETN Common Stock (AMJ) 0.8 $1.7M NEW 122k 13.89
iShares TIPS Bond Common Stock (TIP) 0.8 $1.6M 13k 127.65
Pra Health Sciences Common Stock 0.8 $1.6M 13k 125.44
Ehealth Common Stock (EHTH) 0.7 $1.4M 20k 70.61
WP Carey Common Stock (WPC) 0.7 $1.4M +6% 19k 71.63
Invesco Activly Common Stock (VRP) 0.6 $1.3M -3% 52k 25.95
Walker & Dunlop Common Stock (WD) 0.6 $1.2M -41% 14k 92.02
SPDR Ser TR S&P Common Stock (XBI) 0.6 $1.2M 8.7k 140.78
Stamps.Com Common Stock (STMP) 0.5 $1.2M -3% 5.9k 196.19
iShares Trust MSCI Common Stock (EEM) 0.5 $1.1M 22k 51.67
iShares Core S&P Common Stock (IVV) 0.5 $1.0M +7% 2.8k 375.40
First TR Exch Traded Common Stock (FDT) 0.5 $956k +90% 17k 56.53
iShares Silver Trust Common Stock (SLV) 0.4 $913k 37k 24.57
Select Sector SPDR Common Stock (XLC) 0.4 $884k 13k 67.48
iShares TR EAFE SML Common Stock (SCZ) 0.4 $794k +2% 12k 68.38
iShares TR JP Mor Em Common Stock (EMB) 0.3 $667k -2% 5.8k 115.91
iShares Common Stock (IYW) 0.3 $608k +300% 7.1k 85.08
Select Sector SPDR Common Stock (XLY) 0.3 $584k 3.6k 160.78
Select Sector SPDR Common Stock (XLB) 0.3 $578k 8.0k 72.39
iShares TR US Common Stock (IYJ) 0.3 $575k +99% 5.9k 97.10
iShares iBoxx Common Stock (LQD) 0.3 $567k 4.1k 138.13
iShares TR MSCI Common Stock (SMIN) 0.3 $561k 13k 42.32
iShares TR PFD And Common Stock (PFF) 0.3 $550k 14k 38.51
SPDR Dow Jones Inter Real Estate ETF Common Stock (RWX) 0.3 $544k 16k 34.09
First TR Exch Traded Common Stock (FPA) 0.2 $528k 17k 31.76
First TR Exch Traded Common Stock (FEM) 0.2 $520k 21k 25.28
iShares U S Common Stock (IYF) 0.2 $520k +100% 7.8k 66.77
iShares TR iBoxx Hi Common Stock (HYG) 0.2 $514k 5.9k 87.31
First TR Exchange Common Stock (FPE) 0.2 $512k 25k 20.19
Select Sector SPDR Common Stock (XLE) 0.2 $489k 13k 37.90
First TR Exch Traded Common Stock (FJP) 0.2 $486k 9.4k 51.62
Select Sector SPDR Common Stock (XLV) 0.2 $451k 4.0k 113.44
Sector SPDR TR Common Stock (XLP) 0.2 $443k 6.6k 67.45
First TR Exchange Common Stock (FXZ) 0.2 $441k 9.2k 48.09
iShares S&P Common Stock (IJK) 0.2 $440k +290% 6.1k 72.22
iShares Core S&P Common Stock (IJH) 0.2 $437k 1.9k 229.83
Sector SPDR TR Common Stock (XLU) 0.2 $429k 6.8k 62.70
First TR Exchange Common Stock (FXL) 0.2 $428k 3.8k 111.82
First TR Exchange Common Stock (FXD) 0.2 $427k 8.4k 50.88
First TR Exchange Common Stock (FXR) 0.2 $421k 8.4k 50.18
First TR Exchange Common Stock (FXO) 0.2 $419k 12k 34.28
iShares Core S&P Common Stock (IJR) 0.2 $405k -5% 4.4k 91.90
iShares TR Dow Jones US Home Constn Index Common Stock (ITB) 0.2 $402k -7% 7.2k 55.80
First Trust Common Stock (FEX) 0.2 $399k 5.4k 73.43
Tesla Motors Common Stock (TSLA) 0.2 $388k 550.00 705.67
First TR Exchange Common Stock (FXH) 0.2 $381k 3.5k 107.78
iShares TR MSCI Acwi Common Stock (ACWI) 0.2 $364k 4.0k 90.72
First TR Exchange Common Stock (FXN) 0.2 $358k 45k 7.92
First TR Exchange Common Stock (FXG) 0.2 $354k 6.9k 51.62
First TR Exchange Common Stock (FXU) 0.2 $347k 12k 28.38
SPDR Ser TR S&P Common Stock (XWEB) 0.2 $346k +9% 2.2k 156.85
iShares S&P 500 Common Stock (IVW) 0.2 $343k +183% 5.4k 63.82
iShares MSCI Brazil Small Cap ETF Common Stock (EWZS) 0.2 $340k 20k 16.66
iShares S&P Common Stock (IJS) 0.2 $324k +157% 4.0k 81.31
Viatris Common Stock (VTRS) 0.2 $320k NEW 17k 18.74
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2021 Corporate BD ETF Common Stock (BSCL) 0.1 $292k +22% 14k 21.21
iShares Inc MSCI JPN Common Stock (EWJ) 0.1 $290k -23% 4.3k 67.56
PIMCO ETF TR Enhanced Short Mat Active ETF Common Stock (MINT) 0.1 $288k +13% 2.8k 102.09
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2023 Corporate BD ETF Common Stock (BSCN) 0.1 $285k 13k 21.90
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2025 Corporate BD ETF Common Stock (BSCP) 0.1 $283k 13k 22.63
Spdr S&p500 Etf Common Stock (SPY) 0.1 $274k -4% 729.00 375.46
First TR Common Stock (EMLP) 0.1 $258k 12k 20.97
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2022 Corporate BD ETF Common Stock (BSCM) 0.1 $249k +16% 11k 21.75
Global X FDS Global Common Stock (COPX) 0.1 $247k NEW 8.1k 30.48
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2024 Corporate BD ETF Common Stock (BSCO) 0.1 $237k 11k 22.39
Opko Health Common Stock (OPK) 0.1 $223k +48% 56k 3.95
iShares Inc Core Common Stock (IEMG) 0.1 $220k 3.5k 62.04
iShares MSCI South Common Stock (EWY) 0.1 $216k 2.5k 86.05
Invesco Exchange-Traded Self - Indexed FD TR Bulletshares 2027 ETF Common Stock (BSCR) 0.1 $213k 9.5k 22.39
Vaneck Vectors ETF Common Stock (PPH) 0.1 $213k NEW 3.2k 66.74
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2026 Corporate BD ETF Common Stock (BSCQ) 0.1 $208k 9.5k 21.93
iShares S&P Common Stock (IJJ) 0.1 $208k +100% 2.4k 86.30
Mercadolibre Common Stock (MELI) 0.1 $204k 122.00 1675.22
iShares Trust Common Stock (IYT) 0.1 $203k NEW 921.00 220.54
iShares Europe Common Stock (IEV) 0.1 $191k 4.0k 47.92
Invesco QQQ TR Unit Common Stock (QQQ) 0.1 $186k 593.00 313.74
iShares TR S&P Small Common Stock (IJT) 0.1 $181k +57% 1.6k 114.18
iShares TR MSCI Ac Common Stock (AAXJ) 0.1 $179k 2.0k 89.61
Rapid7 Common Stock (RPD) 0.1 $165k 1.8k 90.16
Koninklijke Philips Common Stock (PHG) 0.1 $164k 3.0k 54.17
Flexshares TR Ready Access Var Income Common Stock (RAVI) 0.1 $163k +28% 2.1k 76.27
iShares U S ETF TR Short MTY BD ETF Common Stock (NEAR) 0.1 $163k +28% 3.3k 50.17
ExxonMobil Common Stock (XOM) 0.1 $162k -91% 3.9k 41.22
Janus Detroit STR TR Henderson Short Duration Income ETF Common Stock (VNLA) 0.1 $162k +28% 3.2k 50.52
Goldman Sachs Group Common Stock (GS) 0.1 $155k 589.00 263.71
Eaton Vance Mun Income TR SH Ben Int Common Stock (EVN) 0.1 $134k -18% 10k 13.38
JPMorgan Chase Common Stock (JPM) 0.1 $133k -19% 1.1k 127.07
iShares Core Common Stock (AOM) 0.1 $125k 2.9k 43.21
Salesforce Common Stock (CRM) 0.1 $120k 537.00 222.53
iShares Trust Core Common Stock (IEFA) 0.1 $113k 1.6k 69.09
Vanguard High Dividend Yield ETF Common Stock (VYM) 0.1 $108k 1.2k 91.51
Royal Dutch Shell PLC Sponsored ADR Resptg A Common Stock (RDS.A) 0.0 $106k 3.0k 35.14
iShares TR MSCI USA Minimum Volatility ETF Common Stock (USMV) 0.0 $100k 1.5k 67.88
Alphabet Inc Cap STK Common Stock (GOOG) 0.0 $96k -3% 55.00 1751.87
Zscaler Common Stock (ZS) 0.0 $95k +58% 475.00 199.71
Spdr Ftse Common Stock (WIP) 0.0 $92k 1.6k 58.71
Johnson Controls Common Stock (JCI) 0.0 $89k +52% 1.9k 46.85
iShares Trust 1-3 Common Stock (SHY) 0.0 $88k 1.0k 86.38
Vaneck Vectors ETF TR Gold Miners ETF Common Stock (GDX) 0.0 $85k 2.4k 36.02
iShares TR Nasdaq Common Stock (IBB) 0.0 $83k 548.00 151.49
Dexcom Common Stock (DXCM) 0.0 $78k 212.00 369.72
HDFC BK LTD ADR Repstg 3 Common Stock (HDB) 0.0 $75k 1.0k 72.26
Advanced Micro Devices Common Stock (AMD) 0.0 $73k +5% 800.00 91.71
Netease Common Stock (NTES) 0.0 $72k +400% 750.00 95.77
iShares S&P 500 Common Stock (IVE) 0.0 $68k 530.00 128.02
Dollar Gen Corp Common Stock (DG) 0.0 $68k 321.00 210.30
SPDR Ser TR S&P BK ETF Common Stock (KBE) 0.0 $66k 1.6k 41.82
Alibaba GRP Common Stock (BABA) 0.0 $65k 281.00 232.73
iShares Russell Common Stock (IWM) 0.0 $64k 327.00 196.06
First TR Multi Cap Growth Alphadex Common Stock (FAD) 0.0 $62k 596.00 103.76
ETF Ser Solutions Common Stock (CNCR) 0.0 $61k -26% 1.9k 32.00
Vanguard World FDS Vanguard Health Care ETF Common Stock (VHT) 0.0 $60k 270.00 223.73
ProShares Ultra Common Stock (UGE) 0.0 $60k 725.00 82.80
Vaxart Common Stock (VXRT) 0.0 $57k 10k 5.71
General MTRS Common Stock (GM) 0.0 $54k -34% 1.3k 41.64
ProShares Ultra Common Stock (UXI) 0.0 $54k 536.00 100.60
ProShares Ultra Common Stock (UYM) 0.0 $53k 723.00 72.70
ProShares Common Stock (UCC) 0.0 $50k 580.00 86.87
iShares Inc MSCI Cda Common Stock (EWC) 0.0 $50k 1.6k 30.84
ProShares Ultra Common Stock (ROM) 0.0 $49k 688.00 71.64
Johnson & Johnson Common Stock (JNJ) 0.0 $47k 300.00 157.38
ProShares Trust Common Stock (UYG) 0.0 $46k 1.1k 42.31
Wayfair Inc CL A Common Stock (W) 0.0 $45k 200.00 225.81
Cerence Common Stock (CRNC) 0.0 $44k 439.00 100.48
iShares TR GL Clean Common Stock (ICLN) 0.0 $42k 1.5k 28.25
SPDR Ser TR S&P Regl Common Stock (KRE) 0.0 $42k 815.00 51.95
ProShares Ultra Common Stock (RXL) 0.0 $42k 279.00 151.38
Lockheed Martin Corp Common Stock (LMT) 0.0 $42k 118.00 354.98
Costco Wholesale Common Stock (COST) 0.0 $42k -26% 111.00 376.78
Intuitive Surgical Common Stock (ISRG) 0.0 $42k -28% 51.00 818.10
HP Common Stock (HPQ) 0.0 $41k 1.6k 24.78
ProShares Ultra Common Stock (UPW) 0.0 $41k 711.00 56.93
Fidelity MSCI Finls Common Stock (FNCL) 0.0 $40k -17% 958.00 42.22
Visa Inc Com CL A Common Stock (V) 0.0 $40k 183.00 218.73
Facebook Inc-Class A Common Stock (FB) 0.0 $39k 141.00 273.16
Raytheon Common Stock (RTX) 0.0 $38k 537.00 71.51
SPDR Ser TR S&P 400 Mid Cap Growth ETF Common Stock (MDYG) 0.0 $38k 546.00 69.33
Avalonbay CMNTYS Common Stock (AVB) 0.0 $38k 232.00 162.02
Agilent Technologies Common Stock (A) 0.0 $37k 309.00 118.49
Ameresco Inc CL A Common Stock (AMRC) 0.0 $36k 682.00 52.24
Global X FDS RBTCS Common Stock (BOTZ) 0.0 $36k 1.1k 33.13
Fidelity MSCI Common Stock (FHLC) 0.0 $35k 603.00 57.75
Honeywell Common Stock (HON) 0.0 $35k 162.00 212.70
Techtarget Common Stock (TTGT) 0.0 $33k 551.00 59.11
BP Common Stock (BP) 0.0 $32k 1.6k 20.52
SPDR Ser TR S&P Metals & MNG ETF Common Stock (XME) 0.0 $32k 960.00 33.44
Crowdstrike HLDGS Common Stock (CRWD) 0.0 $32k +100% 150.00 211.82
iShares TR MSCI Common Stock (MCHI) 0.0 $31k 385.00 80.97
Ballys Corp Common Stock (BALY) 0.0 $31k NEW 618.00 50.23
iShares TR MSCI EAFE ETF Common Stock (EFA) 0.0 $31k -13% 425.00 72.96
Ibm Common Stock (IBM) 0.0 $31k -98% 245.00 125.88
iShares Russell Common Stock (IWO) 0.0 $29k -99% 102.00 286.70
ProShares TR P Common Stock (DIG) 0.0 $29k 397.00 72.93
Northrop Grumman Common Stock (NOC) 0.0 $28k 92.00 304.72
Irobot Corp Common Stock (IRBT) 0.0 $27k 340.00 80.29
Lantheus HLDGS Common Stock (LNTH) 0.0 $27k 2.0k 13.49
Biogen Common Stock (BIIB) 0.0 $27k -67% 110.00 244.86
Vericel Corp Common Stock (VCEL) 0.0 $27k NEW 858.00 30.88
iShares S&P 100 ETF Common Stock (OEF) 0.0 $26k -12% 153.00 171.64
Verisk Analytics Inc CL A Common Stock (VRSK) 0.0 $26k 126.00 207.59
First Rep BK San Francisco Calif Common Stock (FRC) 0.0 $26k 177.00 146.93
Mersana Therapeutics Common Stock (MRSN) 0.0 $25k -48% 950.00 26.61
Aspen Aerogels Common Stock (ASPN) 0.0 $25k NEW 1.5k 16.69
ProShares TR Ultrapro QQQ Common Stock (TQQQ) 0.0 $25k 135.00 181.80
Meritor Common Stock (MTOR) 0.0 $25k 879.00 27.91
Lovesac Common Stock (LOVE) 0.0 $24k -44% 562.00 43.09
US Bancorp Del Common Stock (USB) 0.0 $24k 513.00 47.01
Discover Finl SVCS Common Stock (DFS) 0.0 $24k 264.00 90.53
Hubspot Common Stock (HUBS) 0.0 $24k -31% 60.00 396.43
Paypal HLDGS Common Stock (PYPL) 0.0 $23k 100.00 234.20
Vanguard Index Funds Common Stock (VOO) 0.0 $23k 68.00 343.69
TJX Companies Common Stock (TJX) 0.0 $23k 338.00 68.29
Invesco Actively Managed Exchange-Traded FD TR Total Return BD Common Stock (GTO) 0.0 $23k 400.00 57.67
Vanguard World FDS Common Stock (VGT) 0.0 $23k 65.00 353.78
Kraneshares TR CSI China Internet ETF Common Stock (KWEB) 0.0 $23k 297.00 76.79
Abbott Laboratories Common Stock (ABT) 0.0 $22k -37% 205.00 109.49
UnitedHealth Group Common Stock (UNH) 0.0 $22k 64.00 350.69
Chicken Soup For The Soul Entmt Inc CL A Common Stock (CSSE) 0.0 $22k NEW 1.1k 19.99
Osi ETF TR Oshars Common Stock (OUSA) 0.0 $22k 580.00 38.38
NRG Energy Common Stock (NRG) 0.0 $22k -99% 574.00 37.55
Trip Com Group LTD Ads Common Stock (TCOM) 0.0 $22k 638.00 33.73
Ford MTR Co Del Common Stock (F) 0.0 $21k 2.4k 8.79
Repligen Corp Common Stock (RGEN) 0.0 $21k 108.00 191.63
Caci Intl Inc CL A Common Stock (CACI) 0.0 $20k 82.00 249.33
General Electric Common Stock (GE) 0.0 $20k 1.9k 10.81
RBC Bearings Common Stock (ROLL) 0.0 $20k 112.00 179.04
PIMCO ETF TR Total Return Active ETF Common Stock (BOND) 0.0 $20k 175.00 113.34
ProShares TR ProShares Ultrashort 20 YR Treas Common Stock (TBT) 0.0 $20k 1.2k 16.42
United Development Common Stock 0.0 $20k NEW 14k 1.40
Comcast Corp Common Stock (CMCSA) 0.0 $20k 374.00 52.40
Casella Waste Systems Inc CL A Common Stock (CWST) 0.0 $19k 312.00 61.95
Vanguard Sector Common Stock (VFH) 0.0 $19k 265.00 72.85
ETF Managers TR Purefunds Ise Cyber Sec ETF Common Stock (HACK) 0.0 $19k 327.00 57.56
Xilinx Common Stock (XLNX) 0.0 $19k 131.00 141.77
Phillips Edison & Common Stock 0.0 $18k NEW 2.1k 8.78
Middleby Corp Common Stock (MIDD) 0.0 $18k 141.00 128.92
Vanguard Sector Common Stock (VDE) 0.0 $18k -29% 338.00 51.86
SPDR Ser TR Nuveen Barclays Short Term Mun BD ETF Common Stock (SHM) 0.0 $17k 350.00 49.79
Keysight Common Stock (KEYS) 0.0 $17k 129.00 132.09
Wal-Mart Common Stock (WMT) 0.0 $17k 115.00 144.69
iShares U S Common Stock (IYH) 0.0 $16k 66.00 245.91
Sector SPDR TR Common Stock (XLI) 0.0 $16k 181.00 88.55
Generation Bio Common Stock (GBIO) 0.0 $16k NEW 562.00 28.35
BHP Group Common Stock (BHP) 0.0 $16k 243.00 65.34
iShares TR MBS ETF Common Stock (MBB) 0.0 $16k -24% 143.00 110.13
Progressive Common Stock (PGR) 0.0 $16k 159.00 98.88
GW Pharmaceuticalsw PLC Ads Common Stock 0.0 $16k 136.00 115.41
Chefs Whse Common Stock (CHEF) 0.0 $16k NEW 602.00 25.69
Sherwin Williams Common Stock (SHW) 0.0 $15k 21.00 734.90
Nike Inc Class B Common Stock (NKE) 0.0 $15k 109.00 141.47
Fidelity Nasdaq Common Stock (ONEQ) 0.0 $15k 30.00 501.67
Procter & Gamble Common Stock (PG) 0.0 $15k 107.00 139.14
Hewlett Packard Common Stock (HPE) 0.0 $15k 1.2k 11.97
Bottomline Technologies Del Common Stock (EPAY) 0.0 $15k 277.00 52.74
Blueprint Medicines Corp Common Stock (BPMC) 0.0 $15k 130.00 112.15
Adobe Common Stock (ADBE) 0.0 $15k 29.00 500.10
Abbvie Common Stock (ABBV) 0.0 $14k 134.00 107.15
Paychex Common Stock (PAYX) 0.0 $14k -50% 150.00 93.18
Chase Corp Common Stock (CCF) 0.0 $14k 138.00 101.01
Pepsico Common Stock (PEP) 0.0 $14k -21% 91.00 149.32
Ormat Technologies Common Stock (ORA) 0.0 $14k NEW 150.00 90.28
Vanguard Sector Common Stock (VCR) 0.0 $14k 49.00 275.18
Indexiq ETF TR Iq Merger Arbitrage ETF Common Stock (MNA) 0.0 $13k -11% 393.00 34.10
Everquote Inc CL A Common Stock (EVER) 0.0 $13k 356.00 37.35
SPDR S&P Dividend ETF Common Stock (SDY) 0.0 $13k 125.00 105.93
Pioneer Nat Res Common Stock (PXD) 0.0 $13k NEW 115.00 114.44
3M Common Stock (MMM) 0.0 $13k 75.00 174.79
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2021 High Yield Corporate BD ETF Common Stoc.. (BSJL) 0.0 $13k 560.00 23.10
iShares TR Rus Mid Common Stock (IWR) 0.0 $13k 188.00 68.55
L3harris Common Stock (LHX) 0.0 $13k 68.00 189.01
Invesco Common Stock (KBWB) 0.0 $12k NEW 247.00 50.38
Meridian Bancorp Inc MD Common Stock (EBSB) 0.0 $12k NEW 826.00 14.99
Teradyne Common Stock (TER) 0.0 $12k NEW 100.00 119.89
iShares Core U.S. Common Stock (AGG) 0.0 $12k 100.00 118.19
iShares TR GBL Comm Common Stock (IXP) 0.0 $12k 159.00 74.23
SPDR Ser TR Barclays Invt Grade FLTG Rate ETF Common Stock (FLRN) 0.0 $11k 370.00 30.59
Invesco Exchange Common Stock (RSP) 0.0 $11k NEW 84.00 127.54
Pinduoduo Inc Spons Common Stock (PDD) 0.0 $11k NEW 60.00 177.67
PC Connection Common Stock (CNXN) 0.0 $11k NEW 225.00 47.29
Allstate Corp Common Stock (ALL) 0.0 $11k NEW 96.00 110.47
Epizyme Common Stock (EPZM) 0.0 $10k 961.00 10.86
At&t Common Stock (T) 0.0 $10k -89% 360.00 28.76
Ssga Active ETF TR SPDR Dobleline Total Return Tactical ETF Common Stock (TOTL) 0.0 $10k 210.00 49.28
First TR Exchange Common Stock (FDN) 0.0 $10k NEW 48.00 212.23
Boeing Common Stock (BA) 0.0 $10k NEW 47.00 214.06

Past Filings by RPg Family Wealth Advisory

SEC 13F filings are viewable for RPg Family Wealth Advisory going back to 2015

View all past filings