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 September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon.Com Common Stock (AMZN) 5.2 $9.9M 3.1k 3148.73
Apple Common Stock (AAPL) 4.7 $9.0M +293% 78k 115.81
Ark ETF TR Innovation ETF Common Stock (ARKK) 4.7 $8.9M 97k 92.00
Microsoft Common Stock (MSFT) 3.3 $6.3M 30k 210.33
Nvidia Corp Common Stock (NVDA) 3.3 $6.2M -29% 12k 541.22
Alphabet Inc Cap STK Common Stock (GOOGL) 3.0 $5.6M 3.8k 1465.60
Invesco Exchange- Traded FD TR Dwa Healthcare Momentum ETF Common Stock (PTH) 2.8 $5.4M 40k 135.92
Southwest Airls Common Stock (LUV) 2.6 $4.9M +107% 131k 37.50
Starbucks Corp Common Stock (SBUX) 2.5 $4.7M +118% 55k 85.92
Chewy Inc CL A Common Stock (CHWY) 2.4 $4.5M +113% 82k 54.83
Walt Disney Common Stock (DIS) 2.3 $4.3M +56% 35k 124.08
Bank of America Common Stock (BAC) 2.1 $4.0M +118% 167k 24.09
Netflix Common Stock (NFLX) 1.9 $3.7M 7.3k 500.03
DBX ETF TR Xtrackers MSCI USA Esg Leaders Equity ETF Common Stock (USSG) 1.8 $3.4M +10% 110k 30.69

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iShares Russell Common Stock (IWO) 1.7 $3.3M 15k 221.53
iShares TR Esg MSCI USA Leaders ETF Common Stock (SUSL) 1.6 $3.1M +11% 54k 58.17
J P Morgan Exchange-Traded FD TR Ultra-Short Income ETF Common Stock (JPST) 1.5 $2.9M +3% 58k 50.80
Packaging Corp Amer Common Stock (PKG) 1.4 $2.6M 24k 109.84
Old Dominion Freight Line Common Stock (ODFL) 1.3 $2.6M 14k 180.92
Booz Allen Hamilton HLDG Corp CL A Common Stock (BAH) 1.3 $2.5M 30k 82.98
Teladoc Common Stock (TDOC) 1.3 $2.5M 12k 219.24
Berkshire Hathaway Common Stock (BRK.B) 1.3 $2.5M +7% 12k 212.94
Atlantica Yield Common Stock (AY) 1.3 $2.5M +2% 87k 28.61
iShares TR U.S. Med Common Stock (IHI) 1.3 $2.5M 8.2k 299.62
Clorox Common Stock (CLX) 1.2 $2.3M +2% 11k 210.17
National Grid Common Stock (NGG) 1.2 $2.2M +2% 38k 57.79
NRG Energy Common Stock (NRG) 1.2 $2.2M +2% 71k 30.74
SPDR Ser TR BLMBRG Common Stock (CWB) 1.1 $2.2M +2% 32k 68.89
Vaneck Vectors ETF Common Stock (IHY) 1.1 $2.2M +15% 89k 24.44
SPDR Blackstone/Gso Common Stock (SRLN) 1.0 $1.9M +7% 43k 44.72
Invesco Exchange-Traded Self - Indexed FD TR Bulletshares 2025 Corporate BD ETF Common Stock (BSJP) 1.0 $1.8M +6% 78k 23.49
Invesco Exchange-Traded Self - Indexed FD TR Bulletshares 2022 Corporate BD ETF Common Stock (BSJM) 1.0 $1.8M +7% 80k 22.86
SPDR Gold Trust Common Stock (GLD) 0.9 $1.8M +4% 10k 177.12
Flexshares TR Disciplined Duration MBS Index Common Stock (MBSD) 0.9 $1.8M +6% 74k 24.16
Ibm Common Stock (IBM) 0.9 $1.8M +6% 15k 121.67
Verizon Common Stock (VZ) 0.9 $1.8M +5% 30k 59.49
SPDR Index SHS FDS Common Stock (EWX) 0.9 $1.7M 38k 44.38
Exchange Traded Common Stock (EMQQ) 0.9 $1.7M -4% 33k 52.23
iShares TR EAFE Common Stock (EFV) 0.9 $1.7M 41k 40.35
DBX ETF TR Xtrackers MSCI Acwi Ex USA Esg Leaders ETF Common Stock (ACSG) 0.9 $1.6M +6% 60k 27.54
iShares TR Esg MSCI USA Small-Cap ETF Optimized ETF Common Stock (ESML) 0.9 $1.6M +11% 62k 26.52
SPDR Ser TR Blombrg Common Stock (EBND) 0.8 $1.6M -10% 61k 26.28
Moderna Common Stock (MRNA) 0.8 $1.6M -2% 23k 70.75
ExxonMobil Common Stock (XOM) 0.8 $1.6M +845% 46k 34.33
Ehealth Common Stock (EHTH) 0.8 $1.6M +69% 20k 79.00
iShares TIPS Bond Common Stock (TIP) 0.8 $1.6M -20% 12k 126.51
Stamps.Com Common Stock (STMP) 0.8 $1.5M -44% 6.1k 240.95
iShares Russell Common Stock (IWN) 0.7 $1.3M 14k 99.33
Invesco Activly Common Stock (VRP) 0.7 $1.3M +11% 53k 24.62
Pra Health Sciences Common Stock (PRAH) 0.7 $1.3M -4% 13k 101.44
Walker & Dunlop Common Stock (WD) 0.6 $1.2M +331% 23k 53.00
WP Carey Common Stock (WPC) 0.6 $1.2M +10% 18k 66.20
SPDR Ser TR S&P Common Stock (XBI) 0.5 $972k +5% 8.7k 111.43
First TR Exchange- Traded FD VIII CBOE Vest U S Equity Buffer ETF - August Common Stock (FAUG) 0.5 $950k +6% 29k 32.32
First TR Exchange- Traded FD VIII CBOE Vest U S Equity Deep Buffer ETF - August Common Stock (DAUG) 0.5 $935k +6% 29k 31.83
iShares Trust MSCI Common Stock (EEM) 0.5 $931k 21k 44.09
Blackstone MTG TR Inc Com CL A Common Stock (BXMT) 0.5 $916k +13% 41k 22.59
iShares Core S&P Common Stock (IVV) 0.5 $873k -3% 2.6k 336.06
iShares Silver Trust Common Stock (SLV) 0.4 $791k NEW 37k 21.64
Select Sector SPDR Common Stock (XLC) 0.4 $777k 13k 59.40
iShares TR EAFE SML Common Stock (SCZ) 0.3 $667k 11k 58.99
iShares TR JP Mor Em Common Stock (EMB) 0.3 $653k +48% 5.9k 110.89
iShares iBoxx Common Stock (LQD) 0.3 $558k 4.1k 134.71
iShares Common Stock (IYW) 0.3 $538k 1.8k 301.07
Select Sector SPDR Common Stock (XLY) 0.3 $534k 3.6k 146.98
iShares TR PFD And Common Stock (PFF) 0.3 $531k +35% 15k 36.45
Select Sector SPDR Common Stock (XLB) 0.3 $509k 8.0k 63.64
iShares TR US Common Stock (IYJ) 0.3 $495k 3.0k 167.15
iShares TR iBoxx Hi Common Stock (HYG) 0.3 $494k -2% 5.9k 83.91
First TR Exchange Common Stock (FPE) 0.3 $486k 25k 19.17
SPDR Dow Jones Inter Real Estate ETF Common Stock (RWX) 0.3 $480k NEW 16k 29.71
iShares TR MSCI Common Stock (SMIN) 0.2 $475k +9% 13k 35.83
First TR Exch Traded Common Stock (FJP) 0.2 $462k 9.5k 48.80
First TR Exch Traded Common Stock (FEM) 0.2 $445k 21k 21.64
First TR Exch Traded Common Stock (FDT) 0.2 $445k 8.9k 50.28
iShares U S Common Stock (IYF) 0.2 $442k 3.9k 113.48
First TR Exch Traded Common Stock (FPA) 0.2 $442k 17k 26.57
iShares TR Dow Jones US Home Constn Index Common Stock (ITB) 0.2 $441k +5% 7.8k 56.65
iShares S&P 500 Common Stock (IVW) 0.2 $439k -16% 1.9k 231.08
Sector SPDR TR Common Stock (XLP) 0.2 $421k 6.6k 64.10
Select Sector SPDR Common Stock (XLV) 0.2 $419k 4.0k 105.48
Sector SPDR TR Common Stock (XLU) 0.2 $406k -12% 6.8k 59.38
First TR Exch Traded Common Stock (FCAN) 0.2 $387k 19k 20.56
Select Sector SPDR Common Stock (XLE) 0.2 $386k +4% 13k 29.95
iShares S&P Common Stock (IJK) 0.2 $373k -4% 1.6k 239.18
First TR Exchange Common Stock (FXD) 0.2 $357k -2% 8.4k 42.55
iShares Core S&P Common Stock (IJH) 0.2 $353k -3% 1.9k 185.31
First TR Exchange Common Stock (FXL) 0.2 $348k -2% 3.8k 90.92
First TR Exchange Common Stock (FXR) 0.2 $344k -2% 8.4k 40.96
First TR Exchange Common Stock (FXZ) 0.2 $344k -2% 9.2k 37.53
First Trust Common Stock (FEX) 0.2 $344k 5.4k 63.21
First TR Exchange Common Stock (FXH) 0.2 $335k 3.5k 94.74
iShares Inc MSCI JPN Common Stock (EWJ) 0.2 $332k -12% 5.6k 59.07
First TR Exchange Common Stock (FXG) 0.2 $330k -2% 6.9k 48.08
iShares Core S&P Common Stock (IJR) 0.2 $327k 4.7k 70.23
iShares TR MSCI Acwi Common Stock (ACWI) 0.2 $327k -17% 4.1k 79.92
First TR Exchange Common Stock (FXU) 0.2 $323k -2% 12k 26.47
First TR Exchange Common Stock (FXO) 0.2 $310k 12k 25.37
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2023 Corporate BD ETF Common Stock (BSCN) 0.1 $284k 13k 21.79
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2025 Corporate BD ETF Common Stock (BSCP) 0.1 $279k +8% 13k 22.35
iShares MSCI Brazil Small Cap ETF Common Stock (EWZS) 0.1 $259k +11% 20k 12.67
Spdr S&p500 Etf Common Stock (SPY) 0.1 $256k -6% 760.00 336.21
First TR Exchange Common Stock (FXN) 0.1 $255k 45k 5.60
PIMCO ETF TR Enhanced Short Mat Active ETF Common Stock (MINT) 0.1 $253k +23% 2.5k 101.96
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2021 Corporate BD ETF Common Stock (BSCL) 0.1 $240k -3% 11k 21.32
SPDR Ser TR S&P Common Stock (XWEB) 0.1 $237k +903% 2.0k 118.31
Tesla Motors Common Stock (TSLA) 0.1 $236k +301% 550.00 429.01
First TR Common Stock (EMLP) 0.1 $236k +2% 12k 19.04
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2024 Corporate BD ETF Common Stock (BSCO) 0.1 $235k +10% 11k 22.18
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2022 Corporate BD ETF Common Stock (BSCM) 0.1 $215k +6% 9.8k 21.84
Invesco Exchange-Traded Self - Indexed FD TR Bulletshares 2027 ETF Common Stock (BSCR) 0.1 $209k 9.5k 21.98
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2026 Corporate BD ETF Common Stock (BSCQ) 0.1 $206k 9.5k 21.64
iShares S&P Common Stock (IJS) 0.1 $190k -12% 1.5k 122.42
iShares Inc Core Common Stock (IEMG) 0.1 $187k -23% 3.5k 52.80
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2020 Corporate BD ETF Common Stock (BSCK) 0.1 $183k 8.6k 21.22
iShares TR S&P Small Common Stock (IJT) 0.1 $178k 1.0k 176.44
iShares Europe Common Stock (IEV) 0.1 $167k 4.0k 41.86
Invesco QQQ TR Unit Common Stock (QQQ) 0.1 $165k 593.00 278.23
iShares MSCI South Common Stock (EWY) 0.1 $164k +8% 2.5k 65.34
iShares S&P Common Stock (IJJ) 0.1 $163k 1.2k 134.86
Eaton Vance Mun Income TR SH Ben Int Common Stock (EVN) 0.1 $158k 12k 12.81
iShares TR MSCI Ac Common Stock (AAXJ) 0.1 $154k 2.0k 77.17
Koninklijke Philips Common Stock (PHG) 0.1 $143k +2% 3.0k 47.15
Opko Health Common Stock (OPK) 0.1 $140k +112% 38k 3.69
Salesforce Common Stock (CRM) 0.1 $135k 537.00 251.32
Mercadolibre Common Stock (MELI) 0.1 $132k 122.00 1082.48
Flexshares TR Ready Access Var Income Common Stock (RAVI) 0.1 $127k +62% 1.7k 76.32
iShares U S ETF TR Short MTY BD ETF Common Stock (NEAR) 0.1 $126k +63% 2.5k 50.11
Janus Detroit STR TR Henderson Short Duration Income ETF Common Stock (VNLA) 0.1 $126k NEW 2.5k 50.39
JPMorgan Chase Common Stock (JPM) 0.1 $125k 1.3k 96.27
Goldman Sachs Group Common Stock (GS) 0.1 $118k 589.00 200.97
iShares Core Common Stock (AOM) 0.1 $118k 2.9k 41.06
Rapid7 Common Stock (RPD) 0.1 $112k 1.8k 61.24
At&t Common Stock (T) 0.1 $99k +8% 3.5k 28.52
iShares Trust Core Common Stock (IEFA) 0.1 $99k 1.6k 60.28
Biogen Common Stock (BIIB) 0.1 $97k 342.00 283.68
Vanguard High Dividend Yield ETF Common Stock (VYM) 0.1 $95k 1.2k 80.93
iShares TR MSCI USA Minimum Volatility ETF Common Stock (USMV) 0.0 $94k 1.5k 63.73
Vaneck Vectors ETF TR Gold Miners ETF Common Stock (GDX) 0.0 $92k +485% 2.4k 39.16
Dexcom Common Stock (DXCM) 0.0 $87k 212.00 412.23
iShares Trust 1-3 Common Stock (SHY) 0.0 $87k 1.0k 86.51
Alphabet Inc Cap STK Common Stock (GOOG) 0.0 $85k 57.00 1492.28
Spdr Ftse Common Stock (WIP) 0.0 $84k -2% 1.6k 54.23
Alibaba GRP Common Stock (BABA) 0.0 $83k 281.00 293.98
Royal Dutch Shell PLC Sponsored ADR Resptg A Common Stock (RDS.A) 0.0 $76k 3.0k 25.17
iShares TR Nasdaq Common Stock (IBB) 0.0 $74k 548.00 135.41
ETF Ser Solutions Common Stock (CNCR) 0.0 $71k -14% 2.6k 27.46
Netease Common Stock (NTES) 0.0 $68k 150.00 454.67
Dollar Gen Corp Common Stock (DG) 0.0 $67k 321.00 209.62
Vaxart Common Stock (VXRT) 0.0 $67k NEW 10k 6.65
Advanced Micro Devices Common Stock (AMD) 0.0 $62k +8% 757.00 81.99
Ugi Corp Common Stock (UGI) 0.0 $60k 1.8k 33.31
iShares S&P 500 Common Stock (IVE) 0.0 $60k 530.00 112.45
General MTRS Common Stock (GM) 0.0 $59k -49% 2.0k 29.59
Wayfair Inc CL A Common Stock (W) 0.0 $58k 200.00 291.01
Vanguard World FDS Vanguard Health Care ETF Common Stock (VHT) 0.0 $55k 270.00 204.00
Abraxas Pete Corp Common Stock (AXAS) 0.0 $54k -2% 367k 0.15
Costco Wholesale Common Stock (COST) 0.0 $54k 151.00 355.00
HDFC BK LTD ADR Repstg 3 Common Stock (HDB) 0.0 $52k 1.0k 49.96
First TR Multi Cap Growth Alphadex Common Stock (FAD) 0.0 $51k 596.00 86.06
Johnson Controls Common Stock (JCI) 0.0 $51k NEW 1.2k 41.05
Intuitive Surgical Common Stock (ISRG) 0.0 $50k 71.00 709.54
iShares Russell Common Stock (IWM) 0.0 $49k 327.00 149.79
SPDR Ser TR S&P BK ETF Common Stock (KBE) 0.0 $47k 1.6k 29.45
Lockheed Martin Corp Common Stock (LMT) 0.0 $45k 118.00 383.28
ProShares Ultra Common Stock (UGE) 0.0 $45k 725.00 61.72
Johnson & Johnson Common Stock (JNJ) 0.0 $45k +63% 300.00 148.88
iShares Inc MSCI Cda Common Stock (EWC) 0.0 $45k 1.6k 27.41
Zscaler Common Stock (ZS) 0.0 $42k +100% 300.00 140.69
ProShares Common Stock (UCC) 0.0 $41k +100% 580.00 71.19
ProShares Ultra Common Stock (UYM) 0.0 $40k 723.00 55.64
ProShares Ultra Common Stock (UXI) 0.0 $40k 536.00 74.68
Fidelity MSCI Finls Common Stock (FNCL) 0.0 $39k -10% 1.2k 33.82
ProShares Ultra Common Stock (ROM) 0.0 $39k +300% 688.00 56.91
ProShares TR Ultra Common Stock 0.0 $37k 607.00 60.96
Facebook Inc-Class A Common Stock (FB) 0.0 $37k 141.00 261.90
Visa Inc Com CL A Common Stock (V) 0.0 $37k 183.00 199.97
ProShares Ultra Common Stock (RXL) 0.0 $37k 279.00 130.72
Abbott Laboratories Common Stock (ABT) 0.0 $36k 330.00 108.83
ProShares Ultra Common Stock (UPW) 0.0 $36k 711.00 50.27
Avalonbay CMNTYS Common Stock (AVB) 0.0 $35k 232.00 150.93
Mersana Therapeutics Common Stock (MRSN) 0.0 $35k 1.9k 18.62
iShares TR Russell Mid-Cap Value ETF Common Stock (IWS) 0.0 $34k 420.00 80.84
ProShares Trust Common Stock (UYG) 0.0 $33k 1.1k 30.91
Fidelity MSCI Common Stock (FHLC) 0.0 $32k 603.00 52.60
HP Common Stock (HPQ) 0.0 $32k 1.6k 19.17
SPDR Ser TR S&P 400 Mid Cap Growth ETF Common Stock (MDYG) 0.0 $31k 546.00 57.39
Agilent Technologies Common Stock (A) 0.0 $31k +19% 309.00 100.94
iShares TR MSCI EAFE ETF Common Stock (EFA) 0.0 $31k 490.00 63.65
Raytheon Common Stock (RTX) 0.0 $31k -27% 537.00 57.54
Bellerophon Therapeutics Common Stock (BLPH) 0.0 $31k 3.0k 10.18
Global X FDS RBTCS Common Stock (BOTZ) 0.0 $30k 1.1k 27.87
SPDR Ser TR S&P Regl Common Stock (KRE) 0.0 $29k 815.00 35.68
Northrop Grumman Common Stock (NOC) 0.0 $29k 92.00 315.49
iShares TR MSCI Common Stock (MCHI) 0.0 $29k 385.00 74.17
Lovesac Common Stock (LOVE) 0.0 $28k 1.0k 27.71
iShares TR GL Clean Common Stock (ICLN) 0.0 $28k NEW 1.5k 18.49
BP Common Stock (BP) 0.0 $28k 1.6k 17.46
iShares S&P 100 ETF Common Stock (OEF) 0.0 $27k 175.00 155.73
Honeywell Common Stock (HON) 0.0 $27k 162.00 164.61
Irobot Corp Common Stock (IRBT) 0.0 $26k 340.00 75.90
Hubspot Common Stock (HUBS) 0.0 $26k 88.00 292.23
Lantheus HLDGS Common Stock (LNTH) 0.0 $26k NEW 2.0k 12.67
Techtarget Common Stock (TTGT) 0.0 $24k 551.00 43.96
Paychex Common Stock (PAYX) 0.0 $24k 300.00 79.77
Verisk Analytics Inc CL A Common Stock (VRSK) 0.0 $23k 126.00 185.31
Invesco Actively Managed Exchange-Traded FD TR Total Return BD Common Stock (GTO) 0.0 $23k 400.00 57.74
Ameresco Inc CL A Common Stock (AMRC) 0.0 $23k 682.00 33.40
SPDR Ser TR S&P Metals & MNG ETF Common Stock (XME) 0.0 $22k 960.00 23.24
Cerence Common Stock (CRNC) 0.0 $22k 439.00 48.87
Osi ETF TR Oshars Common Stock (OUSA) 0.0 $21k 580.00 36.32
Vanguard Index Funds Common Stock (VOO) 0.0 $21k 68.00 308.96
iShares TR MBS ETF Common Stock (MBB) 0.0 $21k -89% 190.00 110.40
Kraneshares TR CSI China Internet ETF Common Stock (KWEB) 0.0 $20k 297.00 68.18
Vanguard World FDS Common Stock (VGT) 0.0 $20k 65.00 311.45
UnitedHealth Group Common Stock (UNH) 0.0 $20k 64.00 311.77
Trip Com Group LTD Ads Common Stock (TCOM) 0.0 $20k 638.00 31.14
Paypal HLDGS Common Stock (PYPL) 0.0 $20k 100.00 197.03
PIMCO ETF TR Total Return Active ETF Common Stock (BOND) 0.0 $20k 175.00 112.43
First Rep BK San Francisco Calif Common Stock (FRC) 0.0 $19k 177.00 109.06
Vanguard Sector Common Stock (VDE) 0.0 $19k +3% 478.00 40.31
ProShares TR P Common Stock (DIG) 0.0 $19k 397.00 47.48
ProShares TR ProShares Ultrashort 20 YR Treas Common Stock (TBT) 0.0 $19k 1.2k 15.70
TJX Companies Common Stock (TJX) 0.0 $19k 338.00 55.65
US Bancorp Del Common Stock (USB) 0.0 $19k 513.00 36.27
Meritor Common Stock (MTOR) 0.0 $18k 879.00 20.94
ProShares TR Ultrapro QQQ Common Stock (TQQQ) 0.0 $18k NEW 135.00 130.90
Caci Intl Inc CL A Common Stock (CACI) 0.0 $18k 82.00 213.16
SPDR Ser TR Nuveen Barclays Short Term Mun BD ETF Common Stock (SHM) 0.0 $18k 350.00 49.87
Casella Waste Systems Inc CL A Common Stock (CWST) 0.0 $17k 312.00 55.85
Comcast Corp Common Stock (CMCSA) 0.0 $17k 374.00 46.26
Pfizer Common Stock (PFE) 0.0 $16k 440.00 36.70
Ford MTR Co Del Common Stock (F) 0.0 $16k 2.4k 6.66
Wal-Mart Common Stock (WMT) 0.0 $16k 115.00 139.91
Pepsico Common Stock (PEP) 0.0 $16k 116.00 138.60
Repligen Corp Common Stock (RGEN) 0.0 $16k 108.00 147.54
Vanguard Sector Common Stock (VFH) 0.0 $16k 265.00 58.50
Discover Finl SVCS Common Stock (DFS) 0.0 $15k 264.00 57.78
ETF Managers TR Purefunds Ise Cyber Sec ETF Common Stock (HACK) 0.0 $15k 327.00 46.54
Progressive Common Stock (PGR) 0.0 $15k 159.00 94.67
iShares U S Common Stock (IYH) 0.0 $15k 66.00 227.20
Indexiq ETF TR Iq Merger Arbitrage ETF Common Stock (MNA) 0.0 $15k -99% 443.00 33.64
Procter & Gamble Common Stock (PG) 0.0 $15k 107.00 138.99
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2020 High Yield Corporate BD ETF Common Stoc.. (BSJK) 0.0 $15k 635.00 23.36
Sherwin Williams Common Stock (SHW) 0.0 $15k 21.00 696.76
Adobe Common Stock (ADBE) 0.0 $14k 29.00 490.41
Axcelis Technologies Common Stock (ACLS) 0.0 $14k 642.00 22.00
Sector SPDR TR Common Stock (XLI) 0.0 $14k 181.00 76.98
Everquote Inc CL A Common Stock (EVER) 0.0 $14k 356.00 38.64
Nike Inc Class B Common Stock (NKE) 0.0 $14k 109.00 125.79
Xilinx Common Stock (XLNX) 0.0 $14k 131.00 104.24
RBC Bearings Common Stock (ROLL) 0.0 $14k 112.00 121.21
Ufp Technologies Common Stock (UFPT) 0.0 $13k 320.00 41.42
GW Pharmaceuticalsw PLC Ads Common Stock (GWPH) 0.0 $13k 136.00 97.35
Chase Corp Common Stock (CCF) 0.0 $13k 138.00 95.40
Fidelity Nasdaq Common Stock (ONEQ) 0.0 $13k 30.00 434.00
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2021 High Yield Corporate BD ETF Common Stoc.. (BSJL) 0.0 $13k NEW 560.00 22.94
Keysight Common Stock (KEYS) 0.0 $13k 129.00 98.78
Middleby Corp Common Stock (MIDD) 0.0 $13k 141.00 89.71
BHP Group Common Stock (BHP) 0.0 $13k NEW 243.00 51.71
Blueprint Medicines Corp Common Stock (BPMC) 0.0 $12k 130.00 92.70
3M Common Stock (MMM) 0.0 $12k -19% 75.00 160.19
iShares Core U.S. Common Stock (AGG) 0.0 $12k -69% 100.00 118.06
General Electric Common Stock (GE) 0.0 $12k 1.9k 6.24
Abbvie Common Stock (ABBV) 0.0 $12k 134.00 87.59
Bottomline Technologies Del Common Stock (EPAY) 0.0 $12k 277.00 42.16
Hewlett Packard Common Stock (HPE) 0.0 $12k 1.2k 9.49
SPDR S&P Dividend ETF Common Stock (SDY) 0.0 $12k 125.00 92.40
L3harris Common Stock (LHX) 0.0 $12k 68.00 169.84
Vanguard Sector Common Stock (VCR) 0.0 $12k NEW 49.00 234.61
Epizyme Common Stock (EPZM) 0.0 $12k 961.00 11.93
SPDR Ser TR Barclays Invt Grade FLTG Rate ETF Common Stock (FLRN) 0.0 $11k 370.00 30.58
Kimberly Clark Corp Common Stock (KMB) 0.0 $11k 75.00 148.73
iShares TR Rus Mid Common Stock (IWR) 0.0 $11k 188.00 57.38
iShares TR GBL Comm Common Stock (IXP) 0.0 $11k NEW 159.00 65.96
Phillips 66 Common Stock (PSX) 0.0 $10k 200.00 51.84
Intel Common Stock (INTC) 0.0 $10k -66% 200.00 51.78
Ssga Active ETF TR SPDR Dobleline Total Return Tactical ETF Common Stock (TOTL) 0.0 $10k 210.00 49.31
Crowdstrike HLDGS Common Stock (CRWD) 0.0 $10k NEW 75.00 137.32
Horizons Robotics Common Stock 0.0 $10k NEW 475.00 21.41

Past Filings by RPg Family Wealth Advisory

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

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