Sargent Bickham Lagudis
Latest statistics and disclosures from Sargent Bickham Lagudis's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, SPY, VOO, VEA, IVV, and represent 26.86% of Sargent Bickham Lagudis's stock portfolio.
- Added to shares of these 10 stocks: IBDW (+$18M), VEA (+$14M), SDY (+$6.0M), VTWO (+$5.1M), ACWI, VOO, SCHF, RSP, IBDS, HYG.
- Started 90 new stock positions in TMFM, TBIL, MBLY, Ishares Tr Ibonds Dec2023 etf, TRAK, ESGU, UBER, SOL, KLIC, LRCX.
- Reduced shares in these 10 stocks: IBTH (-$18M), VXF (-$5.6M), IVV (-$5.4M), SPY, ANGL, VT, Brookfield Asset Management, ICSH, AGG, IYR.
- Sold out of its positions in ACES, SBIO, AEM, BFH, Arconic, BYND, Brookfield Asset Management, CINF, Continental Resources, Covetrus.
- Sargent Bickham Lagudis was a net buyer of stock by $24M.
- Sargent Bickham Lagudis has $1.2B in assets under management (AUM), dropping by 9.08%.
- Central Index Key (CIK): 0001613939
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Portfolio Holdings for Sargent Bickham Lagudis
Sargent Bickham Lagudis holds 1053 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Sargent Bickham Lagudis has 1053 total positions. Only the first 250 positions are shown.
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- Download the Sargent Bickham Lagudis December 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 8.1 | $99M | 1.0M | 96.99 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.8 | $71M | -6% | 185k | 382.44 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.4 | $66M | +6% | 187k | 351.34 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.3 | $52M | +35% | 1.2M | 41.97 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $40M | -11% | 104k | 384.21 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 2.9 | $36M | +16% | 507k | 70.37 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.7 | $33M | 676k | 49.49 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.5 | $31M | -8% | 358k | 86.19 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 1.9 | $23M | +27% | 272k | 84.88 |
|
| Apple (AAPL) | 1.9 | $23M | 176k | 129.93 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.8 | $21M | 336k | 63.90 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.6 | $20M | -13% | 739k | 27.02 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.6 | $20M | +19% | 617k | 32.21 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.6 | $20M | -21% | 149k | 132.86 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $19M | +4% | 61k | 308.90 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.5 | $18M | +108199% | 921k | 19.89 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.5 | $18M | 275k | 66.02 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 1.4 | $17M | -5% | 368k | 45.50 |
|
| Ishares Tr National Mun Etf (MUB) | 1.3 | $16M | +16% | 152k | 105.52 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $15M | 76k | 191.19 |
|
|
| Ishares Tr Conser Alloc Etf (AOK) | 1.1 | $14M | -5% | 405k | 33.61 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.0 | $13M | +4% | 255k | 50.14 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $12M | +32% | 88k | 141.25 |
|
| Home Depot (HD) | 0.9 | $12M | 37k | 315.85 |
|
|
| UnitedHealth (UNH) | 0.9 | $11M | 20k | 530.17 |
|
|
| Visa Com Cl A (V) | 0.8 | $10M | 48k | 207.76 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $9.8M | -6% | 103k | 94.64 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.8 | $9.7M | +159% | 78k | 125.11 |
|
| Danaher Corporation (DHR) | 0.8 | $9.5M | 36k | 265.42 |
|
|
| Pfizer (PFE) | 0.8 | $9.2M | 179k | 51.24 |
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|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.7 | $9.0M | +12% | 20k | 442.79 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $8.8M | +5% | 123k | 71.84 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.7 | $8.6M | +7% | 171k | 50.33 |
|
| Microsoft Corporation (MSFT) | 0.7 | $8.2M | -3% | 34k | 239.82 |
|
| Amazon (AMZN) | 0.7 | $8.1M | -7% | 97k | 84.00 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $7.9M | -6% | 90k | 88.23 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $7.2M | 27k | 266.84 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $6.9M | 34k | 203.81 |
|
|
| TJX Companies (TJX) | 0.5 | $6.7M | -2% | 84k | 79.60 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $6.7M | 50k | 134.10 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.5 | $6.6M | -4% | 345k | 19.00 |
|
| Nextera Energy (NEE) | 0.5 | $6.5M | -2% | 78k | 83.60 |
|
| Roper Industries (ROP) | 0.5 | $6.5M | -3% | 15k | 432.08 |
|
| Canadian Natl Ry (CNI) | 0.5 | $6.4M | 54k | 118.88 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $6.2M | -3% | 34k | 183.54 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $6.0M | +18% | 39k | 151.85 |
|
| Abbott Laboratories (ABT) | 0.5 | $5.8M | -3% | 53k | 109.79 |
|
| Stryker Corporation (SYK) | 0.5 | $5.6M | 23k | 244.50 |
|
|
| Nike CL B (NKE) | 0.4 | $5.4M | -9% | 46k | 117.01 |
|
| Walt Disney Company (DIS) | 0.4 | $5.3M | -17% | 61k | 86.88 |
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.4 | $5.3M | +16% | 223k | 23.85 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $5.1M | -11% | 125k | 40.51 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $5.1M | 113k | 44.81 |
|
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.4 | $5.0M | +12% | 216k | 23.28 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $4.9M | +10% | 45k | 108.21 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.4 | $4.9M | +10% | 214k | 22.71 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.4 | $4.7M | -4% | 195k | 24.06 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.4 | $4.6M | +5% | 95k | 48.97 |
|
| Cheniere Energy Com New (LNG) | 0.4 | $4.6M | -2% | 31k | 149.96 |
|
| Caterpillar (CAT) | 0.4 | $4.5M | -5% | 19k | 239.56 |
|
| American Tower Reit (AMT) | 0.4 | $4.5M | -2% | 21k | 211.88 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.4 | $4.4M | 100k | 44.45 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $4.4M | -3% | 58k | 75.54 |
|
| BlackRock (BLK) | 0.4 | $4.3M | 6.1k | 708.65 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $4.2M | +5% | 12k | 365.83 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $3.9M | 36k | 110.30 |
|
|
| Abbvie (ABBV) | 0.3 | $3.9M | 24k | 161.61 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $3.9M | 59k | 65.61 |
|
|
| Intercontinental Exchange (ICE) | 0.3 | $3.8M | 38k | 102.59 |
|
|
| Thermo Fisher Scientific (TMO) | 0.3 | $3.8M | 6.9k | 550.73 |
|
|
| Coca-Cola Company (KO) | 0.3 | $3.8M | 59k | 63.61 |
|
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| Halliburton Company (HAL) | 0.3 | $3.6M | -5% | 92k | 39.35 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $3.5M | -3% | 28k | 124.44 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $3.5M | 7.7k | 456.47 |
|
|
| Dollar General (DG) | 0.3 | $3.4M | +2% | 14k | 246.26 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $3.4M | -7% | 76k | 45.15 |
|
| Chubb (CB) | 0.3 | $3.1M | -2% | 14k | 220.60 |
|
| Deere & Company (DE) | 0.2 | $3.0M | +295% | 6.9k | 428.78 |
|
| Intuit (INTU) | 0.2 | $2.9M | -12% | 7.6k | 389.21 |
|
| Starbucks Corporation (SBUX) | 0.2 | $2.9M | +2% | 30k | 99.20 |
|
| United Rentals (URI) | 0.2 | $2.9M | -9% | 8.2k | 355.42 |
|
| Johnson & Johnson (JNJ) | 0.2 | $2.9M | +2% | 17k | 176.66 |
|
| Constellation Brands Cl A (STZ) | 0.2 | $2.9M | +2% | 13k | 231.76 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.2 | $2.9M | +16482% | 124k | 23.37 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.9M | +3% | 32k | 88.73 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $2.8M | +9136% | 39k | 73.63 |
|
| Church & Dwight (CHD) | 0.2 | $2.8M | 35k | 80.61 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $2.8M | -33% | 8.3k | 336.53 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $2.8M | 11k | 242.98 |
|
|
| Merck & Co (MRK) | 0.2 | $2.8M | 25k | 110.95 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.7M | +48% | 44k | 61.64 |
|
| Royal Gold (RGLD) | 0.2 | $2.6M | 23k | 112.72 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.6M | +2% | 40k | 65.64 |
|
| Metropcs Communications (TMUS) | 0.2 | $2.6M | -4% | 19k | 140.00 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $2.4M | -2% | 34k | 71.95 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $2.4M | +550% | 16k | 151.65 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $2.3M | +21% | 50k | 46.71 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.2 | $2.3M | +35% | 26k | 90.00 |
|
| General Mills (GIS) | 0.2 | $2.3M | 28k | 83.85 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $2.2M | +3% | 31k | 71.79 |
|
| EOG Resources (EOG) | 0.2 | $2.2M | +2347% | 17k | 129.52 |
|
| Qualcomm (QCOM) | 0.2 | $2.1M | -34% | 19k | 109.94 |
|
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb | 0.2 | $2.1M | 100k | 20.98 |
|
|
| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.2 | $2.1M | +35% | 31k | 67.05 |
|
| Procter & Gamble Company (PG) | 0.2 | $2.1M | 14k | 151.56 |
|
|
| Essential Utils (WTRG) | 0.2 | $2.0M | 42k | 47.73 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $2.0M | +63% | 51k | 38.98 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $2.0M | +71825% | 14k | 138.67 |
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| International Business Machines (IBM) | 0.2 | $2.0M | 14k | 140.89 |
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|
| Target Corporation (TGT) | 0.2 | $2.0M | -34% | 13k | 149.04 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.2 | $1.9M | 16k | 121.77 |
|
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $1.9M | -20% | 41k | 45.65 |
|
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.2 | $1.9M | +156% | 101k | 18.67 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.8M | 24k | 74.49 |
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| Paypal Holdings (PYPL) | 0.1 | $1.7M | -39% | 24k | 71.22 |
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| Chevron Corporation (CVX) | 0.1 | $1.5M | +5% | 8.5k | 179.49 |
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| Ecolab (ECL) | 0.1 | $1.5M | 10k | 145.57 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.5M | +55% | 10k | 140.37 |
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| Ball Corporation (BALL) | 0.1 | $1.4M | -36% | 28k | 51.14 |
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| Capital One Financial (COF) | 0.1 | $1.3M | -37% | 15k | 92.96 |
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| RBB Us Treas 3 Mnth (TBIL) | 0.1 | $1.3M | NEW | 26k | 49.86 |
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| United Sts Commodity Index F Comm Idx Fnd (USCI) | 0.1 | $1.3M | -32% | 23k | 56.28 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.1 | $1.2M | +153% | 13k | 93.00 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.2M | 12k | 104.27 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $1.2M | +39% | 62k | 19.61 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $1.2M | -14% | 13k | 89.26 |
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| United Parcel Service CL B (UPS) | 0.1 | $1.1M | +4% | 6.5k | 173.83 |
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| Meta Platforms Cl A (META) | 0.1 | $1.1M | -23% | 9.0k | 120.34 |
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| Henry Schein (HSIC) | 0.1 | $1.1M | -3% | 13k | 79.87 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.0M | 8.6k | 120.60 |
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| 3M Company (MMM) | 0.1 | $995k | 8.3k | 119.92 |
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| Pepsi (PEP) | 0.1 | $986k | -3% | 5.5k | 180.67 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $967k | +370% | 5.5k | 174.36 |
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| Cisco Systems (CSCO) | 0.1 | $964k | -4% | 20k | 47.64 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $950k | NEW | 26k | 36.26 |
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| S&p Global (SPGI) | 0.1 | $929k | -2% | 2.8k | 334.94 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $916k | +1762% | 19k | 47.43 |
|
| Wal-Mart Stores (WMT) | 0.1 | $899k | -2% | 6.3k | 141.78 |
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| CVS Caremark Corporation (CVS) | 0.1 | $881k | 9.4k | 93.19 |
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| Ishares Tr Ibonds Dec (IBMM) | 0.1 | $880k | NEW | 34k | 25.75 |
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| Ishares Tr Ibonds Dec 25 (IBMN) | 0.1 | $831k | NEW | 32k | 26.37 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $822k | -36% | 35k | 23.67 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.1 | $813k | NEW | 32k | 25.21 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $804k | 11k | 72.10 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $803k | 4.9k | 165.21 |
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| Centene Corporation (CNC) | 0.1 | $796k | -2% | 9.7k | 82.01 |
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| Union Pacific Corporation (UNP) | 0.1 | $795k | +5% | 3.8k | 207.06 |
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| Emerson Electric (EMR) | 0.1 | $786k | 8.2k | 96.06 |
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| American Express Company (AXP) | 0.1 | $774k | 5.2k | 147.75 |
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| Cummins (CMI) | 0.1 | $724k | -3% | 3.0k | 242.24 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $716k | -39% | 7.8k | 91.31 |
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| Edwards Lifesciences (EW) | 0.1 | $711k | 9.5k | 74.61 |
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| Jacobs Engineering Group (J) | 0.1 | $703k | 5.9k | 120.07 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $698k | -54% | 18k | 37.90 |
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| Medtronic SHS (MDT) | 0.1 | $691k | 8.9k | 77.72 |
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| McDonald's Corporation (MCD) | 0.1 | $667k | 2.5k | 263.50 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $667k | -3% | 25k | 27.16 |
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| Bank of America Corporation (BAC) | 0.1 | $649k | -15% | 20k | 33.12 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $649k | NEW | 26k | 25.07 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $645k | -40% | 3.0k | 214.25 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $643k | +40% | 3.8k | 169.64 |
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| General Electric Com New (GE) | 0.1 | $632k | -3% | 7.5k | 83.79 |
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| Honeywell International (HON) | 0.1 | $624k | 2.9k | 214.34 |
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| Oracle Corporation (ORCL) | 0.1 | $620k | -9% | 7.6k | 81.74 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $616k | -96% | 28k | 22.25 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $603k | -26% | 30k | 20.14 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $595k | -7% | 4.4k | 135.85 |
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| Invesco Exchange Traded Fd T S&p Mdcp400 Eq (GRPM) | 0.0 | $581k | 6.9k | 83.71 |
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| Prudential Financial (PRU) | 0.0 | $565k | 5.7k | 99.45 |
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| Xcel Energy (XEL) | 0.0 | $554k | 7.9k | 70.11 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $546k | +31% | 12k | 44.98 |
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| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $545k | 8.8k | 62.11 |
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| Ishares Tr Ibonds 23 Trm Ts | 0.0 | $535k | +335% | 22k | 24.70 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $535k | -4% | 13k | 41.14 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $535k | 4.1k | 129.16 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $526k | 11k | 46.52 |
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| Verizon Communications (VZ) | 0.0 | $525k | -11% | 13k | 39.40 |
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| Eaton Corp SHS (ETN) | 0.0 | $512k | +167% | 3.3k | 156.95 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $506k | -25% | 12k | 40.90 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $502k | +18% | 25k | 20.53 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $502k | -82% | 10k | 50.04 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $501k | 7.7k | 64.76 |
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| Ishares Tr Ibonds Dec2023 | 0.0 | $500k | NEW | 20k | 25.35 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $497k | -70% | 8.9k | 55.56 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $489k | 14k | 34.20 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $487k | 15k | 32.23 |
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| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.0 | $480k | NEW | 20k | 24.42 |
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| Intel Corporation (INTC) | 0.0 | $473k | -23% | 18k | 26.43 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $472k | +6% | 1.4k | 347.70 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $471k | -4% | 1.7k | 283.71 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $469k | 1.00 | 468711.00 |
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| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $469k | 4.8k | 98.21 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $453k | -51% | 4.7k | 96.96 |
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| Amgen (AMGN) | 0.0 | $450k | 1.7k | 262.69 |
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| Crown Castle Intl (CCI) | 0.0 | $447k | -9% | 3.3k | 135.66 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $441k | -26% | 12k | 38.00 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $434k | -72% | 9.0k | 48.24 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.0 | $431k | +145% | 15k | 29.03 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $426k | 2.9k | 146.14 |
|
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $425k | 7.1k | 59.75 |
|
|
| Ametek (AME) | 0.0 | $423k | 3.0k | 139.72 |
|
|
| Cigna Corp (CI) | 0.0 | $420k | 1.3k | 331.34 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $418k | 3.3k | 127.52 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $416k | -25% | 12k | 34.97 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $400k | 11k | 38.01 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $398k | -4% | 19k | 20.49 |
|
| First Westn Finl (MYFW) | 0.0 | $392k | 14k | 28.15 |
|
|
| American Water Works (AWK) | 0.0 | $391k | -7% | 2.6k | 152.42 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $389k | -21% | 1.5k | 266.33 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $386k | 794.00 | 486.49 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $386k | -19% | 4.8k | 81.17 |
|
| Tesla Motors (TSLA) | 0.0 | $386k | -3% | 3.1k | 123.18 |
|
| V.F. Corporation (VFC) | 0.0 | $386k | -35% | 14k | 27.61 |
|
| Morgan Stanley Com New (MS) | 0.0 | $378k | +59% | 4.5k | 85.03 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $372k | +2% | 1.6k | 237.33 |
|
| Southern Company (SO) | 0.0 | $370k | 5.2k | 71.42 |
|
|
| CSX Corporation (CSX) | 0.0 | $367k | 12k | 30.98 |
|
|
| Ciena Corp Com New (CIEN) | 0.0 | $366k | -23% | 7.2k | 50.98 |
|
| Texas Pacific Land Corp (TPL) | 0.0 | $361k | 154.00 | 2344.23 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $358k | 5.9k | 60.32 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $357k | 2.1k | 173.51 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $356k | 12k | 29.69 |
|
|
| Goldman Sachs (GS) | 0.0 | $344k | +80% | 1.0k | 343.38 |
|
| Ishares Tr Ibonds Dec23 Etf | 0.0 | $331k | NEW | 13k | 25.03 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $323k | 3.9k | 82.51 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $320k | 3.8k | 83.26 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $315k | +192% | 17k | 18.93 |
|
| Cheesecake Factory Incorporated (CAKE) | 0.0 | $311k | 9.8k | 31.71 |
|
|
| Proshares Tr Pshs Ult Mcap400 (MVV) | 0.0 | $310k | -12% | 6.5k | 47.66 |
|
| Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.0 | $301k | -4% | 15k | 20.26 |
|
| Philip Morris International (PM) | 0.0 | $296k | 2.9k | 101.20 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $290k | 7.6k | 38.07 |
|
|
| Netflix (NFLX) | 0.0 | $285k | +44% | 968.00 | 294.88 |
|
| Boeing Company (BA) | 0.0 | $283k | 1.5k | 190.56 |
|
|
| Lowe's Companies (LOW) | 0.0 | $280k | +4% | 1.4k | 199.24 |
|
| Ford Motor Company (F) | 0.0 | $269k | -12% | 23k | 11.63 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $268k | 1.5k | 178.19 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $267k | 1.1k | 241.89 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $264k | 1.5k | 174.20 |
|
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $262k | 8.5k | 30.99 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $261k | 6.0k | 43.61 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $257k | +4% | 1.2k | 210.52 |
|
| salesforce (CRM) | 0.0 | $255k | -14% | 1.9k | 132.59 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $247k | -32% | 5.7k | 43.03 |
|
| Automatic Data Processing (ADP) | 0.0 | $246k | +7% | 1.0k | 238.86 |
|
| Rbc Cad (RY) | 0.0 | $245k | 2.6k | 94.02 |
|
|
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $237k | 955.00 | 248.05 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $236k | -33% | 3.2k | 74.18 |
|
| Southwest Airlines (LUV) | 0.0 | $235k | -22% | 7.0k | 33.67 |
|
| Curtiss-Wright (CW) | 0.0 | $234k | 1.4k | 166.99 |
|
Past Filings by Sargent Bickham Lagudis
SEC 13F filings are viewable for Sargent Bickham Lagudis going back to 2020
- Sargent Bickham Lagudis 2022 Q4 filed Jan. 23, 2023
- Sargent Bickham Lagudis 2022 Q3 filed Oct. 27, 2022
- Sargent Bickham Lagudis 2022 Q2 filed July 13, 2022
- Sargent Bickham Lagudis 2022 Q1 filed April 27, 2022
- Sargent Bickham Lagudis 2021 Q4 filed Jan. 18, 2022
- Sargent Bickham Lagudis 2021 Q3 filed Nov. 5, 2021
- Sargent Bickham Lagudis 2019 Q3 filed Sept. 14, 2021
- Sargent Bickham Lagudis 2019 Q4 filed Sept. 14, 2021
- Sargent Bickham Lagudis 2016 Q3 filed Sept. 13, 2021
- Sargent Bickham Lagudis 2016 Q4 filed Sept. 13, 2021
- Sargent Bickham Lagudis 2017 Q1 filed Sept. 13, 2021
- Sargent Bickham Lagudis 2017 Q2 filed Sept. 13, 2021
- Sargent Bickham Lagudis 2017 Q3 filed Sept. 13, 2021
- Sargent Bickham Lagudis 2017 Q4 filed Sept. 13, 2021
- Sargent Bickham Lagudis 2018 Q1 filed Sept. 13, 2021
- Sargent Bickham Lagudis 2018 Q2 filed Sept. 13, 2021