Shine Investment Advisory Services
Latest statistics and disclosures from Shine Investment Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DGRO, EFAV, QUAL, ISCF, VCIT, and represent 41.26% of Shine Investment Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: AAPL, EFAV, DGRO, QUAL, IDN, BND, VCIT, AMZN, ADBE, ESGU.
- Started 49 new stock positions in PENN, AZEK, CNNE, EMQQ, DHIL, CAH, MTCH, IDN, BIL, MINT.
- Reduced shares in these 10 stocks: IQLT, SCHV, GMF, ACWV, SCHA, IVV, SCHX, MU, RPG, MDY.
- Sold out of its positions in America First Tax Exempt Investors, BCS, Rts/bristol-myers Squibb Compa, CNTY, Cerner Corporation, CTAS, CPRT, FLIR Systems, FI, FLXS.
- Shine Investment Advisory Services was a net buyer of stock by $5.6M.
- Shine Investment Advisory Services has $295M in assets under management (AUM), dropping by 7.82%.
- Central Index Key (CIK): 0001002912
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Portfolio Holdings for Shine Investment Advisory Services
Shine Investment Advisory Services holds 744 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Shine Investment Advisory Services has 744 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Shine Investment Advisory Services Sept. 30, 2020 positions
- Download the Shine Investment Advisory Services September 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Div Grwth (DGRO) | 12.6 | $37M | +7% | 935k | 39.79 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 9.6 | $28M | +12% | 415k | 68.13 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 7.1 | $21M | +8% | 203k | 103.74 |
|
| Ishares Tr Msci Intl Sml Cp (ISCF) | 6.7 | $20M | 654k | 30.06 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.3 | $16M | +5% | 162k | 95.80 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.0 | $15M | 80k | 185.31 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 4.4 | $13M | 60k | 216.88 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 3.5 | $10M | -4% | 30k | 338.83 |
|
| Vanguard Index Fds Growth Etf (VUG) | 3.1 | $9.3M | 41k | 227.62 |
|
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 2.3 | $6.8M | -6% | 48k | 141.64 |
|
| Apple (AAPL) | 1.6 | $4.8M | +424% | 41k | 115.82 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.2 | $3.6M | -4% | 28k | 128.68 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $3.5M | -3% | 20k | 176.24 |
|
| Amazon (AMZN) | 0.9 | $2.7M | +26% | 872.00 | 3149.08 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.9 | $2.7M | 25k | 104.52 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.9 | $2.6M | +71% | 30k | 88.22 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $2.5M | -19% | 7.6k | 336.07 |
|
| Microsoft Corporation (MSFT) | 0.8 | $2.3M | +7% | 11k | 210.35 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.8 | $2.3M | -22% | 25k | 91.91 |
|
| Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 0.7 | $2.2M | 31k | 68.88 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.7 | $2.1M | 12k | 185.36 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.6 | $1.8M | 18k | 97.02 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.6 | $1.8M | -14% | 16k | 113.82 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.6 | $1.8M | 9.0k | 195.67 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $1.7M | +37% | 3.4k | 490.32 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $1.6M | 21k | 78.94 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.6M | 5.6k | 277.83 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.5 | $1.4M | -16% | 8.2k | 176.49 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.5 | $1.4M | 11k | 129.69 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.4 | $1.3M | 16k | 80.82 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $1.3M | -50% | 24k | 52.20 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.3M | 8.2k | 153.81 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.2M | 3.5k | 334.84 |
|
|
| Spdr Index Shs Fds Asia Pacif Etf (GMF) | 0.4 | $1.2M | -39% | 11k | 111.39 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $1.1M | -11% | 26k | 43.25 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $1.1M | -5% | 20k | 57.36 |
|
| Intellicheck Com New (IDN) | 0.4 | $1.1M | NEW | 165k | 6.67 |
|
| Vanguard World Fds Financials Etf (VFH) | 0.3 | $1.0M | 17k | 58.49 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $1.0M | -2% | 8.8k | 115.15 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $959k | +4% | 654.00 | 1466.36 |
|
| Prologis (PLD) | 0.3 | $958k | 9.5k | 100.58 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $921k | 627.00 | 1468.90 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $891k | +3% | 5.2k | 170.30 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $879k | 8.1k | 108.09 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $845k | 7.6k | 110.88 |
|
|
| Ishares Tr Msci Usa Sml Cp (SMLF) | 0.3 | $825k | +52% | 22k | 37.29 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $816k | -62% | 26k | 31.35 |
|
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.3 | $808k | +30% | 34k | 23.72 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.3 | $795k | 14k | 56.50 |
|
|
| Wisdomtree Tr Us Divid Ex Fncl (AIVL) | 0.3 | $776k | -15% | 10k | 75.46 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.3 | $773k | -2% | 17k | 46.29 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $766k | -5% | 6.3k | 122.38 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $748k | 3.5k | 212.86 |
|
|
| Visa Com Cl A (V) | 0.2 | $736k | -5% | 3.7k | 199.84 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $649k | 22k | 29.97 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $640k | 5.4k | 118.19 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $639k | -12% | 8.0k | 79.59 |
|
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.2 | $627k | 26k | 24.05 |
|
|
| Facebook Cl A (META) | 0.2 | $618k | -2% | 2.4k | 262.09 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $602k | +242% | 7.9k | 76.24 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $600k | -13% | 1.1k | 541.52 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $579k | 3.9k | 149.84 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $550k | -3% | 6.8k | 81.07 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $541k | 2.0k | 277.44 |
|
|
| Paypal Holdings (PYPL) | 0.2 | $524k | -18% | 2.7k | 196.99 |
|
| Merck & Co (MRK) | 0.2 | $521k | 6.3k | 82.92 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $518k | -53% | 6.4k | 80.60 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $497k | -57% | 7.3k | 68.35 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $485k | -12% | 3.1k | 155.80 |
|
| Lauder Estee Cos Cl A (EL) | 0.2 | $465k | +21% | 2.1k | 218.11 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $463k | -18% | 15k | 31.40 |
|
| Shopify Cl A (SHOP) | 0.2 | $446k | -23% | 436.00 | 1022.94 |
|
| Intuit (INTU) | 0.1 | $440k | +366% | 1.3k | 326.41 |
|
| Lululemon Athletica (LULU) | 0.1 | $428k | -20% | 1.3k | 329.23 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $421k | -3% | 1.2k | 338.42 |
|
| salesforce (CRM) | 0.1 | $416k | -8% | 1.7k | 251.06 |
|
| S&p Global (SPGI) | 0.1 | $400k | 1.1k | 360.36 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $395k | 1.7k | 226.23 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $389k | 1.0k | 383.63 |
|
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| Vanguard World Fds Energy Etf (VDE) | 0.1 | $386k | -16% | 9.6k | 40.29 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $379k | 5.6k | 68.12 |
|
|
| Apartment Invt & Mgmt Cl A | 0.1 | $376k | 11k | 33.76 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $370k | 1.0k | 369.26 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $368k | 3.8k | 96.26 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $366k | -27% | 5.2k | 70.21 |
|
| Union Pacific Corporation (UNP) | 0.1 | $364k | -9% | 1.8k | 196.86 |
|
| Ishares Tr Europe Etf (IEV) | 0.1 | $356k | 8.5k | 41.82 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $349k | 7.0k | 50.11 |
|
|
| Viacomcbs CL B (PARA) | 0.1 | $343k | +161% | 12k | 27.99 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.1 | $340k | -29% | 6.9k | 48.98 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $338k | 1.1k | 315.30 |
|
|
| Jacobs Engineering | 0.1 | $337k | +19% | 3.6k | 92.68 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $327k | -34% | 1.5k | 221.39 |
|
| Disney Walt Com Disney (DIS) | 0.1 | $327k | +33% | 2.6k | 123.96 |
|
| MercadoLibre (MELI) | 0.1 | $326k | 301.00 | 1083.06 |
|
|
| Aon Shs Cl A (AON) | 0.1 | $326k | +83% | 1.6k | 206.59 |
|
| UnitedHealth (UNH) | 0.1 | $316k | -2% | 1.0k | 312.25 |
|
| Zoetis Cl A (ZTS) | 0.1 | $308k | 1.9k | 165.24 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $306k | +10% | 2.1k | 148.76 |
|
| Tesla Motors (TSLA) | 0.1 | $301k | +1391% | 701.00 | 430.00 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $295k | 6.3k | 46.97 |
|
|
| Nike CL B (NKE) | 0.1 | $293k | +26% | 2.3k | 125.75 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $290k | -13% | 3.6k | 80.80 |
|
| Canadian Pacific Railway | 0.1 | $289k | 949.00 | 304.53 |
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| Pepsi (PEP) | 0.1 | $284k | 2.1k | 138.40 |
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| Docusign (DOCU) | 0.1 | $282k | -26% | 1.3k | 214.94 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $279k | 949.00 | 293.99 |
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| Cisco Systems (CSCO) | 0.1 | $277k | -10% | 7.0k | 39.35 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $277k | 1.2k | 230.83 |
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|
| International Business Machines (IBM) | 0.1 | $274k | +31% | 2.3k | 121.72 |
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| Haemonetics Corporation (HAE) | 0.1 | $273k | 3.1k | 87.14 |
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| Abbott Laboratories (ABT) | 0.1 | $271k | 2.5k | 108.97 |
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| Eli Lilly & Co. (LLY) | 0.1 | $267k | 1.8k | 148.25 |
|
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| Mettler-Toledo International (MTD) | 0.1 | $261k | 270.00 | 966.67 |
|
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $261k | 3.2k | 80.70 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $258k | 1.2k | 215.18 |
|
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| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $251k | +10% | 5.0k | 50.00 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $251k | 4.2k | 59.31 |
|
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| Costco Wholesale Corporation (COST) | 0.1 | $242k | +21% | 683.00 | 354.32 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $241k | -16% | 4.3k | 55.44 |
|
| Rockwell Automation (ROK) | 0.1 | $231k | +23% | 1.0k | 220.42 |
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| Home Depot (HD) | 0.1 | $221k | -34% | 795.00 | 277.99 |
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| Match Group (MTCH) | 0.1 | $220k | NEW | 2.0k | 110.55 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $215k | 486.00 | 442.39 |
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| ResMed (RMD) | 0.1 | $206k | 1.2k | 171.24 |
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| American Renal Associates Ho | 0.1 | $204k | 30k | 6.92 |
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| Steris Shs Usd (STE) | 0.1 | $202k | 1.1k | 176.11 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $197k | +6% | 4.3k | 46.31 |
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| Procter & Gamble Company (PG) | 0.1 | $196k | -10% | 1.4k | 139.01 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $194k | +8% | 1.1k | 183.89 |
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| CSX Corporation (CSX) | 0.1 | $191k | 2.5k | 77.61 |
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| Logitech Intl S A SHS (LOGI) | 0.1 | $189k | 2.4k | 77.68 |
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| Slack Technologies Com Cl A | 0.1 | $183k | 6.8k | 26.86 |
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| Smith & Nephew Group Spdn Adr New (SNN) | 0.1 | $183k | 4.7k | 39.02 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $182k | 5.3k | 34.38 |
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| Waste Management (WM) | 0.1 | $179k | 1.6k | 113.22 |
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| Medtronic SHS (MDT) | 0.1 | $175k | 1.7k | 103.67 |
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| Catalent (CTLT) | 0.1 | $170k | 2.0k | 85.60 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $169k | 543.00 | 311.23 |
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| Alcon Ord Shs (ALC) | 0.1 | $167k | 2.9k | 56.78 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $164k | 3.7k | 44.12 |
|
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| Intel Corporation (INTC) | 0.1 | $163k | +9% | 3.1k | 51.80 |
|
| Boeing Company (BA) | 0.1 | $162k | -3% | 983.00 | 164.80 |
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| Target Corporation (TGT) | 0.1 | $160k | 1.0k | 157.95 |
|
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| Verisk Analytics (VRSK) | 0.1 | $160k | 862.00 | 185.61 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $158k | 950.00 | 166.32 |
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| Trane Technologies SHS (TT) | 0.1 | $157k | 1.3k | 120.96 |
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| Icon SHS (ICLR) | 0.1 | $156k | 817.00 | 190.94 |
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| Crown Castle Intl (CCI) | 0.1 | $154k | 923.00 | 166.85 |
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| Xilinx | 0.1 | $151k | 1.4k | 104.21 |
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| Applied Materials (AMAT) | 0.1 | $151k | +45% | 2.5k | 59.40 |
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| Motorola Solutions Com New (MSI) | 0.1 | $150k | +2% | 953.00 | 157.40 |
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| Pfizer (PFE) | 0.1 | $149k | -17% | 4.1k | 36.65 |
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| Goldman Sachs (GS) | 0.1 | $148k | 736.00 | 201.09 |
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| stock | 0.1 | $148k | 785.00 | 188.53 |
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| Barrick Gold Corp (GOLD) | 0.0 | $146k | +7% | 5.2k | 28.19 |
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| Sap Se Spon Adr (SAP) | 0.0 | $146k | +16% | 939.00 | 155.48 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $144k | 2.5k | 57.46 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $142k | -71% | 2.6k | 54.20 |
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| Align Technology (ALGN) | 0.0 | $141k | 431.00 | 327.15 |
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| McDonald's Corporation (MCD) | 0.0 | $136k | 618.00 | 220.06 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $136k | +213% | 952.00 | 142.86 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $133k | 737.00 | 180.46 |
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| Landstar System (LSTR) | 0.0 | $132k | 1.0k | 125.95 |
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| Keysight Technologies (KEYS) | 0.0 | $132k | 1.3k | 98.65 |
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| Booking Holdings (BKNG) | 0.0 | $130k | -14% | 76.00 | 1710.53 |
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| Guardant Health (GH) | 0.0 | $129k | +560% | 1.2k | 111.59 |
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| Churchill Downs (CHDN) | 0.0 | $127k | -3% | 776.00 | 163.66 |
|
| Tempur-Pedic International (TPX) | 0.0 | $127k | 1.4k | 89.44 |
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| Cdw (CDW) | 0.0 | $124k | 1.0k | 119.35 |
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| Lowe's Companies (LOW) | 0.0 | $122k | -9% | 737.00 | 165.54 |
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| Synopsys (SNPS) | 0.0 | $121k | -11% | 567.00 | 213.40 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $121k | 170.00 | 711.76 |
|
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| Edwards Lifesciences (EW) | 0.0 | $119k | -17% | 1.5k | 80.03 |
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| General Electric Company | 0.0 | $118k | +2% | 19k | 6.23 |
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| Altria (MO) | 0.0 | $117k | +21% | 3.0k | 38.61 |
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| Insulet Corporation (PODD) | 0.0 | $117k | +8% | 493.00 | 237.32 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $114k | -3% | 1.2k | 92.38 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $113k | 464.00 | 243.53 |
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| Canadian Natl Ry (CNI) | 0.0 | $112k | 1.1k | 106.26 |
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| Dex (DXCM) | 0.0 | $110k | 268.00 | 410.45 |
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| Humana (HUM) | 0.0 | $110k | 266.00 | 413.53 |
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| Emerson Electric (EMR) | 0.0 | $109k | 1.7k | 65.43 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $109k | -2% | 389.00 | 280.21 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $108k | 2.1k | 52.22 |
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| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.0 | $108k | 2.1k | 50.82 |
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| Illinois Tool Works (ITW) | 0.0 | $107k | -17% | 552.00 | 193.84 |
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| First Industrial Realty Trust (FR) | 0.0 | $106k | 2.7k | 39.77 |
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| BlackRock (BLK) | 0.0 | $106k | 188.00 | 563.83 |
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| Sanofi Sponsored Adr (SNY) | 0.0 | $105k | 2.1k | 50.36 |
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| Broadcom (AVGO) | 0.0 | $103k | 284.00 | 362.68 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $100k | 1.8k | 55.52 |
|
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $99k | -9% | 528.00 | 187.50 |
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| Zoom Video Communications In Cl A (ZM) | 0.0 | $99k | -4% | 211.00 | 469.19 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $99k | +7% | 322.00 | 307.45 |
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| Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.0 | $98k | 2.5k | 39.03 |
|
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| Bank of America Corporation (BAC) | 0.0 | $98k | 4.1k | 24.13 |
|
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| Guidewire Software (GWRE) | 0.0 | $97k | 932.00 | 104.08 |
|
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $96k | 1.6k | 58.97 |
|
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| Philip Morris International (PM) | 0.0 | $96k | -16% | 1.3k | 74.88 |
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| NewMarket Corporation (NEU) | 0.0 | $95k | 278.00 | 341.73 |
|
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| Cgi Cl A Sub Vtg (GIB) | 0.0 | $95k | +27% | 1.4k | 67.95 |
|
| Ball Corporation (BALL) | 0.0 | $94k | +5% | 1.1k | 83.48 |
|
| At&t (T) | 0.0 | $93k | +13% | 3.3k | 28.37 |
|
| Masonite International | 0.0 | $93k | 945.00 | 98.41 |
|
|
| Activision Blizzard | 0.0 | $93k | +40% | 1.1k | 81.29 |
|
| Charles River Laboratories (CRL) | 0.0 | $90k | 398.00 | 226.13 |
|
|
| Open Text Corp (OTEX) | 0.0 | $90k | 2.1k | 42.23 |
|
|
| Chevron Corporation (CVX) | 0.0 | $88k | 1.2k | 71.84 |
|
|
| CoStar (CSGP) | 0.0 | $87k | +68% | 103.00 | 844.66 |
|
| Oracle Corporation (ORCL) | 0.0 | $87k | +468% | 1.5k | 59.75 |
|
| Amgen (AMGN) | 0.0 | $86k | 340.00 | 252.94 |
|
|
| Nextera Energy (NEE) | 0.0 | $86k | 311.00 | 276.53 |
|
|
| D.R. Horton (DHI) | 0.0 | $85k | 1.1k | 75.62 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $85k | +3% | 615.00 | 138.21 |
|
| Wells Fargo & Company (WFC) | 0.0 | $83k | +12% | 3.7k | 22.50 |
|
| White Mountains Insurance Gp (WTM) | 0.0 | $83k | 106.00 | 783.02 |
|
|
| Stryker Corporation (SYK) | 0.0 | $83k | -43% | 400.00 | 207.50 |
|
| Wal-Mart Stores (WMT) | 0.0 | $83k | +2% | 594.00 | 139.73 |
|
| Penske Automotive (PAG) | 0.0 | $82k | 1.7k | 47.37 |
|
|
| Dominion Resources (D) | 0.0 | $81k | 1.0k | 79.41 |
|
|
| PNC Financial Services (PNC) | 0.0 | $81k | 740.00 | 109.46 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $81k | 930.00 | 87.10 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $81k | +3% | 813.00 | 99.63 |
|
| Yum China Holdings (YUMC) | 0.0 | $81k | -8% | 1.5k | 53.22 |
|
| Eaton Vance Corp Com Non Vtg | 0.0 | $80k | 2.1k | 38.04 |
|
|
| Okta Cl A (OKTA) | 0.0 | $80k | -30% | 373.00 | 214.48 |
|
| Ross Stores (ROST) | 0.0 | $80k | -29% | 853.00 | 93.79 |
|
| Moelis & Co Cl A (MC) | 0.0 | $79k | 2.3k | 35.11 |
|
|
| Akamai Technologies (AKAM) | 0.0 | $78k | +42% | 710.00 | 109.86 |
|
| W.W. Grainger (GWW) | 0.0 | $78k | -12% | 220.00 | 354.55 |
|
| Coca-Cola Company (KO) | 0.0 | $78k | -45% | 1.6k | 49.52 |
|
| Linde SHS | 0.0 | $77k | 323.00 | 238.39 |
|
|
| Abbvie (ABBV) | 0.0 | $76k | 865.00 | 87.86 |
|
|
| Discover Financial Services (DFS) | 0.0 | $75k | 1.3k | 58.14 |
|
|
| Global Payments (GPN) | 0.0 | $74k | 419.00 | 176.61 |
|
|
| Autodesk (ADSK) | 0.0 | $74k | NEW | 320.00 | 231.25 |
|
| Ameriprise Financial (AMP) | 0.0 | $72k | 465.00 | 154.84 |
|
|
| Ingevity (NGVT) | 0.0 | $72k | 1.4k | 49.76 |
|
|
| Cme (CME) | 0.0 | $71k | -49% | 422.00 | 168.25 |
|
| Progressive Corporation (PGR) | 0.0 | $71k | -2% | 755.00 | 94.04 |
|
| CenturyLink | 0.0 | $70k | 7.0k | 10.06 |
|
|
| Trinity Industries (TRN) | 0.0 | $70k | 3.6k | 19.61 |
|
|
| American Express Company (AXP) | 0.0 | $69k | 690.00 | 100.00 |
|
|
| Biogen Idec (BIIB) | 0.0 | $68k | -6% | 238.00 | 285.71 |
|
| Gci Liberty Com Class A | 0.0 | $68k | 829.00 | 82.03 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $67k | 453.00 | 147.90 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $67k | -7% | 2.2k | 30.50 |
|
| Transunion (TRU) | 0.0 | $66k | +9% | 789.00 | 83.65 |
|
| Cummins (CMI) | 0.0 | $66k | 313.00 | 210.86 |
|
Past Filings by Shine Investment Advisory Services
SEC 13F filings are viewable for Shine Investment Advisory Services going back to 2014
- Shine Investment Advisory Services 2020 Q3 filed Nov. 3, 2020
- Shine Investment Advisory Services 2020 Q2 filed July 29, 2020
- Shine Investment Advisory Services 2020 Q1 filed April 27, 2020
- Shine Investment Advisory Services 2019 Q4 filed Feb. 3, 2020
- Shine Investment Advisory Services 2019 Q3 filed Oct. 29, 2019
- Shine Investment Advisory Services 2019 Q2 filed July 25, 2019
- Shine Investment Advisory Services 2019 Q1 filed April 16, 2019
- Shine Investment Advisory Services 2018 Q4 filed Jan. 23, 2019
- Shine Investment Advisory Services 2018 Q3 filed Nov. 13, 2018
- Shine Investment Advisory Services 2018 Q2 filed Aug. 2, 2018
- Shine Investment Advisory Services 2018 Q1 filed April 30, 2018
- Shine Investment Advisory Services 2017 Q4 filed Jan. 25, 2018
- Shine Investment Advisory Services 2017 Q3 filed Nov. 1, 2017
- Shine Investment Advisory Services 2017 Q2 filed Aug. 1, 2017
- Shine Investment Advisory Services 2017 Q1 filed April 27, 2017
- Shine Investment Advisory Services 2016 Q4 filed Jan. 25, 2017