Sullivan, Bruyette, Speros & Blaney
Latest statistics and disclosures from Sullivan, Bruyette, Speros & Blaney's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VYM, VEA, VV, VWO, and represent 51.38% of Sullivan, Bruyette, Speros & Blaney's stock portfolio.
- Added to shares of these 10 stocks: BND (+$14M), AGG (+$6.6M), iShares Gold Trust, BNL, SPDW, SPEM, VYM, EAGG, BRK.B, MINT.
- Started 31 new stock positions in BFH, GM, WRB, IUSG, IUSV, CODI, Howard Hughes, IGM, PVH, UTF.
- Reduced shares in these 10 stocks: SPY (-$6.7M), GSY (-$5.8M), VB, HRI, VXF, VEA, VV, VWO, MUB, AMZN.
- Sold out of its positions in GOLD, Broadstone Net Lease, CSGP, EQH, FRPT, IQV, NICE, NVS, OMCL, SLB. WAT, Xilinx, Atlassian Corp Plc cl a.
- Sullivan, Bruyette, Speros & Blaney was a net buyer of stock by $19M.
- Sullivan, Bruyette, Speros & Blaney has $2.3B in assets under management (AUM), dropping by 6.00%.
- Central Index Key (CIK): 0001599904
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Portfolio Holdings for Sullivan, Bruyette, Speros & Blaney
Sullivan, Bruyette, Speros & Blaney holds 416 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 | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 22.2 | $503M | 1.3M | 396.33 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 10.0 | $226M | 2.2M | 101.09 |
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| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 6.9 | $157M | 3.2M | 49.11 |
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| Vanguard Index Fds Large Cap Etf (VV) | 6.5 | $147M | 793k | 185.30 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.8 | $132M | 2.5M | 52.05 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.8 | $110M | +15% | 1.3M | 84.72 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 4.5 | $103M | -2% | 582k | 176.91 |
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| Vanguard Index Fds Small Cp Etf (VB) | 4.5 | $103M | -4% | 481k | 214.08 |
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| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 3.4 | $76M | -7% | 1.5M | 50.48 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 2.3 | $52M | 825k | 62.70 |
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| Microsoft Corporation (MSFT) | 1.8 | $42M | 177k | 235.77 |
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| Apple (AAPL) | 1.6 | $37M | 303k | 122.15 |
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| Gold Tr Ishares | 1.3 | $31M | +12% | 1.9M | 16.26 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $30M | 147k | 206.69 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.0 | $24M | 390k | 60.68 |
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| Ishares Tr Rus 1000 Etf (IWB) | 1.0 | $23M | 103k | 223.83 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $17M | -4% | 75k | 220.94 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $16M | -2% | 147k | 108.53 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $15M | 38k | 397.83 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.6 | $15M | 424k | 34.74 |
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| Johnson & Johnson (JNJ) | 0.6 | $15M | 90k | 164.35 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.6 | $14M | +18% | 381k | 35.36 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $13M | +99% | 117k | 113.83 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $13M | +2% | 172k | 75.87 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $13M | +2% | 176k | 72.05 |
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| Amazon (AMZN) | 0.6 | $13M | -6% | 4.1k | 3094.15 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.4 | $8.1M | +32% | 186k | 43.78 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $7.2M | +14% | 71k | 101.91 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $6.9M | 107k | 64.36 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $6.5M | 50k | 131.45 |
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| Pacer Fds Tr Trendpilot Intl (PTIN) | 0.3 | $6.3M | 227k | 27.61 |
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| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.3 | $6.1M | +12% | 105k | 57.75 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $5.4M | +7% | 97k | 55.83 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $5.1M | -2% | 34k | 152.24 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $5.1M | +42% | 94k | 54.72 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $4.8M | +45% | 19k | 255.46 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $4.7M | -2% | 32k | 147.08 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $4.6M | +3% | 13k | 364.27 |
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| Procter & Gamble Company (PG) | 0.2 | $4.4M | +13% | 32k | 135.44 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $4.3M | -4% | 17k | 257.06 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $4.2M | +23% | 32k | 129.77 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $4.0M | 25k | 159.95 |
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| Pfizer (PFE) | 0.2 | $3.9M | +5% | 107k | 36.23 |
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| Chevron Corporation (CVX) | 0.2 | $3.8M | +3% | 36k | 104.78 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $3.5M | 23k | 151.54 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $3.4M | 1.7k | 2062.80 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $3.4M | 14k | 237.27 |
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| Danaher Corporation (DHR) | 0.1 | $3.3M | -3% | 15k | 225.10 |
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| Dominion Resources (D) | 0.1 | $3.3M | +3% | 44k | 75.96 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $3.2M | 1.6k | 2068.59 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.9M | +2% | 12k | 243.05 |
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| Abbott Laboratories (ABT) | 0.1 | $2.8M | 23k | 119.84 |
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| Broadstone Net Lease (BNL) | 0.1 | $2.8M | NEW | 151k | 18.30 |
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| PAR Technology Corporation (PAR) | 0.1 | $2.7M | 42k | 65.40 |
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| Facebook Cl A (META) | 0.1 | $2.4M | +4% | 8.3k | 294.52 |
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| McDonald's Corporation (MCD) | 0.1 | $2.4M | +9% | 11k | 224.10 |
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| Walt Disney Company (DIS) | 0.1 | $2.4M | +3% | 13k | 184.49 |
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| Abbvie (ABBV) | 0.1 | $2.4M | +13% | 22k | 108.23 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $2.4M | +2% | 21k | 114.10 |
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| Costco Wholesale Corporation (COST) | 0.1 | $2.3M | 6.4k | 352.42 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $2.2M | -17% | 6.0k | 369.46 |
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| Verizon Communications (VZ) | 0.1 | $2.2M | +10% | 38k | 58.15 |
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| Home Depot (HD) | 0.1 | $2.2M | 7.1k | 305.19 |
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| Amgen (AMGN) | 0.1 | $2.1M | 8.6k | 248.84 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $2.1M | 48k | 44.35 |
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| Coca-Cola Company (KO) | 0.1 | $2.1M | +13% | 40k | 52.72 |
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| Intel Corporation (INTC) | 0.1 | $2.0M | -24% | 32k | 64.01 |
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| Herc Hldgs (HRI) | 0.1 | $2.0M | -55% | 20k | 101.35 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $2.0M | 63k | 31.78 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.9M | -30% | 17k | 116.07 |
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| International Business Machines (IBM) | 0.1 | $1.9M | +12% | 14k | 133.28 |
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| Cisco Systems (CSCO) | 0.1 | $1.9M | +2% | 37k | 51.72 |
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| Merck & Co (MRK) | 0.1 | $1.9M | +3% | 24k | 77.11 |
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| Visa Com Cl A (V) | 0.1 | $1.8M | -4% | 8.7k | 211.73 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.8M | -3% | 49k | 37.63 |
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| 3M Company (MMM) | 0.1 | $1.8M | +17% | 9.4k | 192.72 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.8M | +29% | 20k | 91.86 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.8M | 6.5k | 276.29 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $1.8M | +17% | 23k | 75.90 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $1.7M | 25k | 70.30 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.7M | 5.3k | 330.10 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.7M | -5% | 7.8k | 220.34 |
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| NVIDIA Corporation (NVDA) | 0.1 | $1.7M | -3% | 3.2k | 534.06 |
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| Paypal Holdings (PYPL) | 0.1 | $1.7M | -7% | 7.0k | 242.90 |
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| Lowe's Companies (LOW) | 0.1 | $1.7M | 8.9k | 190.21 |
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| Pepsi (PEP) | 0.1 | $1.7M | +8% | 12k | 141.44 |
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| United Bankshares (UBSI) | 0.1 | $1.7M | 44k | 38.57 |
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| Ssga Active Etf Tr Globl Allo Etf (GAL) | 0.1 | $1.6M | +8% | 37k | 43.95 |
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| At&t (T) | 0.1 | $1.6M | +7% | 54k | 30.28 |
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| Erie Indty Cl A (ERIE) | 0.1 | $1.6M | 7.3k | 220.97 |
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| Bank Of Montreal Cadcom (BMO) | 0.1 | $1.5M | +9% | 17k | 89.12 |
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| UnitedHealth (UNH) | 0.1 | $1.4M | 3.8k | 372.17 |
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| American Tower Reit (AMT) | 0.1 | $1.4M | 5.8k | 239.03 |
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| Ironwood Pharmaceuticals Com Cl A (IRWD) | 0.1 | $1.4M | 124k | 11.18 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $1.4M | 7.5k | 179.85 |
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| Chubb (CB) | 0.1 | $1.4M | +5% | 8.6k | 158.01 |
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| Oracle Corporation (ORCL) | 0.1 | $1.3M | -6% | 19k | 70.16 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.3M | +93% | 2.8k | 456.40 |
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| Tesla Motors (TSLA) | 0.1 | $1.2M | -29% | 1.9k | 667.74 |
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| Vaneck Merk Gold Tr Gold Trust (OUNZ) | 0.1 | $1.2M | +10% | 75k | 16.63 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $1.2M | +10% | 22k | 55.74 |
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| General Electric Company | 0.1 | $1.2M | +22% | 92k | 13.13 |
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| Nextera Energy (NEE) | 0.1 | $1.2M | +3% | 16k | 75.58 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.2M | +2% | 22k | 54.11 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.2M | +8% | 21k | 54.64 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.1M | 5.2k | 221.32 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.1M | 2.4k | 476.19 |
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| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.0 | $1.1M | +15% | 25k | 44.66 |
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| Simmons 1st Natl Corp Cl A Usd1 Par (SFNC) | 0.0 | $1.1M | 37k | 29.67 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $1.1M | +12% | 25k | 43.33 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $1.1M | 3.1k | 356.19 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $1.1M | 18k | 58.16 |
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| Nike CL B (NKE) | 0.0 | $1.1M | -8% | 8.0k | 132.91 |
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| Ishares Tr Short Treas Bd (SHV) | 0.0 | $1.1M | -7% | 9.5k | 110.48 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $1.0M | -9% | 2.2k | 475.40 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $1.0M | 2.9k | 358.39 |
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| AmerisourceBergen (COR) | 0.0 | $1.0M | +3% | 8.7k | 118.10 |
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| Bank of America Corporation (BAC) | 0.0 | $1.0M | -2% | 26k | 38.69 |
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| Trane Technologies SHS (TT) | 0.0 | $1.0M | +350% | 6.0k | 165.56 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $983k | +177% | 21k | 47.30 |
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| Leidos Holdings (LDOS) | 0.0 | $962k | 10k | 96.32 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $927k | +31% | 11k | 86.29 |
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| CSX Corporation (CSX) | 0.0 | $910k | -6% | 9.4k | 96.46 |
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| Bristol Myers Squibb (BMY) | 0.0 | $905k | +25% | 14k | 63.14 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $903k | +2% | 23k | 38.53 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $898k | 2.8k | 319.01 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $891k | +14% | 12k | 77.27 |
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| Honeywell International (HON) | 0.0 | $891k | -20% | 4.1k | 217.11 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $889k | 7.3k | 121.81 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $877k | 3.4k | 260.24 |
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| PNC Financial Services (PNC) | 0.0 | $870k | +252% | 5.0k | 175.47 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $863k | +42% | 6.9k | 125.45 |
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| Wal-Mart Stores (WMT) | 0.0 | $851k | +3% | 6.3k | 135.83 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $830k | +3% | 8.5k | 97.30 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $824k | 13k | 65.14 |
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| Starwood Property Trust (STWD) | 0.0 | $817k | +67% | 33k | 24.75 |
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| Cigna Corp (CI) | 0.0 | $781k | +22% | 3.2k | 241.72 |
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| Caterpillar (CAT) | 0.0 | $775k | 3.3k | 231.90 |
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| Nuveen Muni Value Fund (NUV) | 0.0 | $772k | 69k | 11.14 |
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| salesforce (CRM) | 0.0 | $768k | -14% | 3.6k | 211.86 |
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| Paychex (PAYX) | 0.0 | $761k | -2% | 7.8k | 98.02 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $746k | 3.3k | 228.69 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $719k | +9% | 15k | 49.08 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $710k | +144% | 13k | 53.31 |
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| Servicenow (NOW) | 0.0 | $707k | -24% | 1.4k | 500.00 |
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| Invesco Exch Trd Slf Idx Bulshs 2021 Cb | 0.0 | $706k | -12% | 33k | 21.12 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $700k | +2% | 7.7k | 90.83 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $694k | -2% | 5.9k | 118.07 |
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| Philip Morris International (PM) | 0.0 | $688k | +22% | 7.8k | 88.73 |
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| Marriott Intl Cl A (MAR) | 0.0 | $677k | 4.6k | 148.04 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $667k | 5.2k | 128.42 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $663k | +4% | 5.0k | 132.89 |
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| Lauder Estee Cos Cl A (EL) | 0.0 | $649k | 2.2k | 290.77 |
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| Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.0 | $646k | -16% | 20k | 32.51 |
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| Starbucks Corporation (SBUX) | 0.0 | $644k | 5.9k | 109.19 |
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| Southern Company (SO) | 0.0 | $637k | +2% | 10k | 62.12 |
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| Automatic Data Processing (ADP) | 0.0 | $630k | +30% | 3.3k | 188.45 |
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| Qualcomm (QCOM) | 0.0 | $627k | +33% | 4.7k | 132.53 |
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| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.0 | $622k | 6.8k | 91.55 |
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| United Rentals (URI) | 0.0 | $620k | -16% | 1.9k | 329.26 |
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| First Busey Corp Com New (BUSE) | 0.0 | $619k | 24k | 25.67 |
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| Unum (UNM) | 0.0 | $616k | 22k | 27.83 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $604k | -14% | 2.7k | 226.81 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $604k | +23% | 6.0k | 100.82 |
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| BlackRock (BLK) | 0.0 | $597k | -3% | 792.00 | 753.79 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $577k | NEW | 6.2k | 93.06 |
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| Truist Financial Corp equities (TFC) | 0.0 | $572k | 9.8k | 58.31 |
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| Fortive (FTV) | 0.0 | $561k | 7.9k | 70.62 |
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| American Express Company (AXP) | 0.0 | $559k | +12% | 4.0k | 141.38 |
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| Boeing Company (BA) | 0.0 | $558k | +6% | 2.2k | 254.56 |
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| Bausch Health Companies (BHC) | 0.0 | $555k | +6% | 18k | 31.71 |
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| PerkinElmer (RVTY) | 0.0 | $552k | 4.3k | 128.31 |
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| CVS Caremark Corporation (CVS) | 0.0 | $551k | +29% | 7.3k | 75.27 |
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| Graham Hldgs Com Cl B (GHC) | 0.0 | $544k | +8% | 967.00 | 562.56 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $535k | 6.0k | 89.17 |
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| Twilio Cl A (TWLO) | 0.0 | $532k | 1.6k | 340.81 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $531k | 9.1k | 58.56 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $529k | -15% | 1.8k | 301.08 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $529k | -11% | 5.5k | 96.71 |
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| Goldman Sachs (GS) | 0.0 | $527k | NEW | 1.6k | 326.72 |
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| Target Corporation (TGT) | 0.0 | $512k | 2.6k | 198.22 |
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| Air Products & Chemicals (APD) | 0.0 | $508k | 1.8k | 281.13 |
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| Prudential Financial (PRU) | 0.0 | $508k | +25% | 5.6k | 91.02 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $505k | -7% | 9.8k | 51.51 |
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| McKesson Corporation (MCK) | 0.0 | $500k | 2.6k | 195.01 |
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| Atlantic Union B (AUB) | 0.0 | $492k | -9% | 13k | 38.33 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $471k | 4.4k | 107.90 |
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| Corning Incorporated (GLW) | 0.0 | $468k | 11k | 43.49 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $465k | NEW | 5.6k | 82.43 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $465k | 3.3k | 138.97 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $464k | 1.4k | 323.34 |
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| Athene Holding Cl A | 0.0 | $454k | +50% | 9.0k | 50.44 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $446k | -8% | 20k | 22.68 |
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| Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $437k | 1.5k | 295.67 |
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| Clorox Company (CLX) | 0.0 | $433k | -5% | 2.2k | 192.87 |
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| Invesco Exch Trd Slf Idx Bulshs 2023 Cb | 0.0 | $433k | +29% | 20k | 21.75 |
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| Broadcom (AVGO) | 0.0 | $429k | 924.00 | 464.29 |
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| Citigroup Com New (C) | 0.0 | $424k | +20% | 5.8k | 72.73 |
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| Hershey Company (HSY) | 0.0 | $424k | 2.7k | 158.15 |
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| Eli Lilly & Co. (LLY) | 0.0 | $422k | +6% | 2.3k | 186.89 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $418k | -18% | 2.2k | 188.88 |
|
| Humana (HUM) | 0.0 | $417k | 994.00 | 419.52 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $406k | +6% | 8.4k | 48.28 |
|
| PPG Industries (PPG) | 0.0 | $403k | 2.7k | 150.43 |
|
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $398k | 6.0k | 66.09 |
|
|
| Eversource Energy (ES) | 0.0 | $397k | -10% | 4.6k | 86.66 |
|
| Fidelity National Information Services (FIS) | 0.0 | $396k | -20% | 2.8k | 140.48 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $395k | +26% | 2.8k | 141.53 |
|
| Jabil Circuit (JBL) | 0.0 | $390k | 7.5k | 52.22 |
|
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $389k | 34k | 11.53 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2022 Cb | 0.0 | $388k | +34% | 18k | 21.63 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $388k | 3.0k | 128.18 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $385k | +34% | 17k | 22.18 |
|
| Lincoln National Corporation (LNC) | 0.0 | $380k | 6.1k | 62.26 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $375k | 2.5k | 151.64 |
|
|
| Ford Motor Company (F) | 0.0 | $371k | +142% | 30k | 12.25 |
|
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $367k | 4.3k | 84.60 |
|
|
| Dupont De Nemours (DD) | 0.0 | $364k | +45% | 4.7k | 77.18 |
|
| Zoetis Cl A (ZTS) | 0.0 | $363k | 2.3k | 157.55 |
|
|
| Paccar (PCAR) | 0.0 | $362k | 3.9k | 92.99 |
|
|
| Science App Int'l (SAIC) | 0.0 | $357k | 4.3k | 83.55 |
|
|
| Textron (TXT) | 0.0 | $349k | NEW | 6.2k | 56.12 |
|
| MercadoLibre (MELI) | 0.0 | $346k | -34% | 235.00 | 1472.34 |
|
| Gilead Sciences (GILD) | 0.0 | $337k | -3% | 5.2k | 64.56 |
|
| Globe Life (GL) | 0.0 | $336k | 3.5k | 96.69 |
|
|
| Neogenomics Com New (NEO) | 0.0 | $333k | -17% | 6.9k | 48.19 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $332k | 4.2k | 78.90 |
|
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $326k | +4% | 4.0k | 82.07 |
|
| TJX Companies (TJX) | 0.0 | $322k | 4.9k | 66.17 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $321k | 2.3k | 136.95 |
|
|
| Stryker Corporation (SYK) | 0.0 | $317k | 1.3k | 243.66 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $316k | +9% | 5.7k | 55.84 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $314k | NEW | 13k | 24.28 |
|
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.0 | $314k | 2.8k | 113.03 |
|
|
| Invesco Exchange Traded Fd T Zacks Mult Ast (CVY) | 0.0 | $314k | 14k | 23.22 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $313k | +99% | 2.9k | 109.33 |
|
| Illinois Tool Works (ITW) | 0.0 | $305k | 1.4k | 221.34 |
|
|
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.0 | $305k | +10% | 5.3k | 57.20 |
|
| Phillips 66 (PSX) | 0.0 | $302k | +24% | 3.7k | 81.51 |
|
| Williams Companies (WMB) | 0.0 | $300k | -6% | 13k | 23.72 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $299k | 1.1k | 275.07 |
|
|
| Dow (DOW) | 0.0 | $296k | +23% | 4.6k | 63.90 |
|
| Cable One (CABO) | 0.0 | $296k | 162.00 | 1827.16 |
|
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $295k | +3% | 3.0k | 98.33 |
|
| stock | 0.0 | $292k | +4% | 2.2k | 135.56 |
|
| MetLife (MET) | 0.0 | $292k | +69% | 4.8k | 60.83 |
|
| Altria (MO) | 0.0 | $289k | +2% | 5.7k | 51.10 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $286k | NEW | 3.1k | 91.49 |
|
| Ishares Tr U.s. Cnsm Sv Etf (IYC) | 0.0 | $279k | 3.7k | 74.84 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $278k | 1.7k | 160.79 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $274k | 4.2k | 65.11 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $269k | NEW | 3.9k | 68.99 |
|
| Bofi Holding (AX) | 0.0 | $269k | +32% | 5.7k | 47.09 |
|
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.0 | $268k | 1.5k | 184.32 |
|
|
| Anthem (ELV) | 0.0 | $267k | 745.00 | 358.39 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $267k | 1.1k | 232.38 |
|
|
| Best Buy (BBY) | 0.0 | $266k | 2.3k | 114.75 |
|
|
| Imperial Oil Com New (IMO) | 0.0 | $263k | 11k | 24.07 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $262k | 850.00 | 308.24 |
|
|
| Alliance Data Systems Corporation (BFH) | 0.0 | $260k | NEW | 2.3k | 112.07 |
|
| Advanced Micro Devices (AMD) | 0.0 | $258k | -5% | 3.3k | 78.59 |
|
| Sandy Spring Ban (SASR) | 0.0 | $257k | 5.9k | 43.41 |
|
|
| Booking Holdings (BKNG) | 0.0 | $256k | -28% | 110.00 | 2327.27 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $251k | NEW | 2.8k | 90.81 |
|
| Evergy (EVRG) | 0.0 | $247k | 4.2k | 59.48 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $246k | +48% | 3.7k | 66.88 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $245k | +5% | 1.7k | 141.13 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $244k | 1.1k | 215.17 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $243k | +58% | 5.8k | 42.20 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $243k | 1.9k | 130.09 |
|
|
| Waste Management (WM) | 0.0 | $243k | +28% | 1.9k | 128.78 |
|
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.0 | $242k | +2% | 7.1k | 34.08 |
|
| Dell Technologies CL C (DELL) | 0.0 | $241k | 2.7k | 88.15 |
|
|
| Fiserv (FI) | 0.0 | $240k | -5% | 2.0k | 119.28 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $240k | 703.00 | 341.39 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $236k | 3.9k | 60.14 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $233k | +53% | 4.2k | 55.36 |
|
| Cme (CME) | 0.0 | $233k | 1.1k | 204.39 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $231k | +14% | 2.4k | 96.41 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $231k | 1.4k | 165.95 |
|
|
| United Natural Foods (UNFI) | 0.0 | $231k | NEW | 7.0k | 33.00 |
|
| Walgreen Boots Alliance (WBA) | 0.0 | $231k | 4.2k | 54.99 |
|
|
| Activision Blizzard | 0.0 | $231k | -23% | 2.5k | 92.96 |
|
| Norfolk Southern (NSC) | 0.0 | $230k | 857.00 | 268.38 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $229k | +54% | 4.3k | 53.48 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $229k | 2.4k | 96.02 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $229k | -28% | 2.7k | 83.52 |
|
| Medtronic SHS (MDT) | 0.0 | $229k | -23% | 1.9k | 118.29 |
|
| BP Sponsored Adr (BP) | 0.0 | $228k | +16% | 9.3k | 24.40 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $226k | +77% | 10k | 22.17 |
|
| Global Payments (GPN) | 0.0 | $219k | -6% | 1.1k | 202.03 |
|
| Yum! Brands (YUM) | 0.0 | $219k | 2.0k | 108.04 |
|
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $218k | 787.00 | 277.00 |
|
|
| Equifax (EFX) | 0.0 | $217k | 1.2k | 180.83 |
|
|
| Bgc Partners Cl A | 0.0 | $217k | 45k | 4.82 |
|
|
| Ingersoll Rand (IR) | 0.0 | $213k | NEW | 4.3k | 49.31 |
|
| Ishares Tr Morningstar Valu (ILCV) | 0.0 | $211k | 1.7k | 123.10 |
|
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $210k | 2.0k | 105.85 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $210k | 636.00 | 330.19 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $210k | 3.7k | 56.94 |
|
|
| Willis Towers Watson SHS (WTW) | 0.0 | $203k | 885.00 | 229.38 |
|
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.0 | $201k | 12k | 16.15 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $201k | 1.1k | 176.63 |
|
|
| Zoom Video Communications In Cl A (ZM) | 0.0 | $201k | 625.00 | 321.60 |
|
|
| Roper Industries (ROP) | 0.0 | $201k | -3% | 499.00 | 402.81 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $201k | 2.4k | 82.75 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $200k | 324.00 | 617.28 |
|
|
| Corteva (CTVA) | 0.0 | $200k | +23% | 4.3k | 46.55 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $198k | +58% | 3.0k | 66.13 |
|
| Viatris (VTRS) | 0.0 | $197k | -8% | 14k | 13.99 |
|
| Wp Carey (WPC) | 0.0 | $194k | 2.7k | 70.85 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $193k | 1.3k | 151.73 |
|
|
| Public Storage (PSA) | 0.0 | $193k | 783.00 | 246.49 |
|
|
| Baxter International (BAX) | 0.0 | $192k | -31% | 2.3k | 84.14 |
|
| Skyworks Solutions (SWKS) | 0.0 | $189k | 1.0k | 183.67 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $189k | 1.2k | 159.09 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $186k | 1.6k | 116.25 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $186k | 688.00 | 270.35 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $185k | 1.4k | 134.94 |
|
|
| Rockwell Automation (ROK) | 0.0 | $183k | 689.00 | 265.60 |
|
|
| Huntsman Corporation (HUN) | 0.0 | $182k | NEW | 6.3k | 28.89 |
|
| Nextera Energy Partners Com Unit Part In (NEP) | 0.0 | $182k | 2.5k | 72.80 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $181k | 1.3k | 138.27 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $180k | 1.9k | 94.74 |
|
|
| Ansys (ANSS) | 0.0 | $178k | 524.00 | 339.69 |
|
|
| Moderna (MRNA) | 0.0 | $176k | +2% | 1.3k | 130.85 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $175k | +41% | 2.6k | 68.28 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $175k | 1.4k | 122.46 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $175k | 720.00 | 243.06 |
|
|
| ConocoPhillips (COP) | 0.0 | $174k | +14% | 3.3k | 52.94 |
|
| Victory Portfolios Ii Vcshs Us 500 Vol (CFA) | 0.0 | $174k | 2.6k | 67.21 |
|
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $173k | -44% | 1.3k | 131.76 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $171k | NEW | 473.00 | 361.52 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $171k | -45% | 2.1k | 82.37 |
|
| Hldgs (UAL) | 0.0 | $169k | 2.9k | 57.54 |
|
|
| Chemung Financial Corp (CHMG) | 0.0 | $165k | 3.9k | 41.88 |
|
|
| Linde SHS | 0.0 | $165k | 590.00 | 279.66 |
|
|
| Allstate Corporation (ALL) | 0.0 | $165k | +52% | 1.4k | 114.82 |
|
| United Parcel Service CL B (UPS) | 0.0 | $164k | 967.00 | 169.60 |
|
|
| Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) | 0.0 | $163k | 3.8k | 42.69 |
|
|
| Applied Materials (AMAT) | 0.0 | $162k | 1.2k | 133.55 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $160k | +6% | 1.4k | 111.65 |
|
| Exelon Corporation (EXC) | 0.0 | $160k | 3.7k | 43.73 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $160k | 635.00 | 251.97 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $158k | 859.00 | 183.93 |
|
|
| T. Rowe Price (TROW) | 0.0 | $156k | 909.00 | 171.62 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $154k | -48% | 668.00 | 230.54 |
|
| Kla Corp Com New (KLAC) | 0.0 | $153k | -49% | 463.00 | 330.45 |
|
| Crown Castle Intl (CCI) | 0.0 | $152k | -28% | 884.00 | 171.95 |
|
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $151k | 850.00 | 177.65 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $147k | 783.00 | 187.74 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $145k | 882.00 | 164.40 |
|
|
| Lpl Financial Holdings (LPLA) | 0.0 | $145k | 1.0k | 142.58 |
|
|
| General Mills (GIS) | 0.0 | $145k | +2% | 2.4k | 61.34 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $145k | 3.0k | 48.33 |
|
|
| Synopsys (SNPS) | 0.0 | $144k | 582.00 | 247.42 |
|
|
| Howard Hughes | 0.0 | $143k | NEW | 1.5k | 95.33 |
|
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $143k | NEW | 1.3k | 111.28 |
|
| Ametek (AME) | 0.0 | $142k | -2% | 1.1k | 127.93 |
|
| Varian Medical Systems | 0.0 | $141k | 800.00 | 176.25 |
|
|
| Jamf Hldg Corp (JAMF) | 0.0 | $141k | 4.0k | 35.25 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $141k | 2.3k | 60.05 |
|
|
| FleetCor Technologies | 0.0 | $141k | 526.00 | 268.06 |
|
|
| Campbell Soup Company (CPB) | 0.0 | $141k | 2.8k | 50.36 |
|
|
| Travelers Companies (TRV) | 0.0 | $140k | 934.00 | 149.89 |
|
|
| Docusign (DOCU) | 0.0 | $138k | -15% | 684.00 | 201.75 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $138k | 902.00 | 152.99 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $137k | 2.1k | 64.05 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $135k | -8% | 1.1k | 121.84 |
|
| Fmc Corp Com New (FMC) | 0.0 | $134k | 1.2k | 110.93 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $133k | -49% | 6.0k | 22.06 |
|
| Vanguard World Fds Energy Etf (VDE) | 0.0 | $133k | 2.0k | 68.21 |
|
|
| Ishares Msci Israel Etf (EIS) | 0.0 | $131k | 2.0k | 64.47 |
|
|
| Lam Research Corporation (LRCX) | 0.0 | $130k | -32% | 219.00 | 593.61 |
|
| General Motors Company (GM) | 0.0 | $128k | NEW | 2.2k | 57.48 |
|
| Dex (DXCM) | 0.0 | $127k | 354.00 | 358.76 |
|
|
| Sailpoint Technlgies Hldgs I | 0.0 | $126k | 2.5k | 50.81 |
|
|
| American Equity Investment Life Holding | 0.0 | $126k | 4.0k | 31.50 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $125k | NEW | 2.3k | 53.88 |
|
| Compass Diversified Sh Ben Int (CODI) | 0.0 | $125k | NEW | 5.4k | 23.15 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $124k | -9% | 2.5k | 49.80 |
|
| Apartment Income Reit Corp (AIRC) | 0.0 | $124k | 2.9k | 42.63 |
|
|
| PG&E Corporation (PCG) | 0.0 | $123k | 11k | 11.74 |
|
|
| L3harris Technologies (LHX) | 0.0 | $122k | +2% | 604.00 | 201.99 |
|
| Capital One Financial (COF) | 0.0 | $122k | NEW | 962.00 | 126.82 |
|
| Glaxosmithkline Sponsored Adr | 0.0 | $121k | 3.4k | 35.64 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $120k | 1.2k | 99.83 |
|
|
| Viacomcbs CL B (PARA) | 0.0 | $119k | NEW | 2.6k | 45.02 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $119k | 650.00 | 183.08 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $117k | 2.3k | 50.98 |
|
|
| Square Cl A (SQ) | 0.0 | $116k | -27% | 510.00 | 227.45 |
|
| FedEx Corporation (FDX) | 0.0 | $116k | NEW | 409.00 | 283.62 |
|
| Illumina (ILMN) | 0.0 | $115k | -53% | 299.00 | 384.62 |
|
| Genpact SHS (G) | 0.0 | $114k | 2.7k | 42.89 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $114k | 225.00 | 506.67 |
|
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $113k | 1.0k | 113.00 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $112k | NEW | 1.5k | 73.06 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $112k | 513.00 | 218.32 |
|
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $112k | 12k | 9.49 |
|
|
| Ishares Tr Core Msci Pac (IPAC) | 0.0 | $111k | NEW | 1.7k | 66.31 |
|
| Metropcs Communications (TMUS) | 0.0 | $110k | +12% | 875.00 | 125.71 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $109k | 2.8k | 38.50 |
|
|
| Emerson Electric (EMR) | 0.0 | $109k | NEW | 1.2k | 89.93 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $109k | 925.00 | 117.84 |
|
|
| Analog Devices (ADI) | 0.0 | $108k | 695.00 | 155.40 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $107k | NEW | 1.4k | 75.56 |
|
| Align Technology (ALGN) | 0.0 | $107k | 198.00 | 540.40 |
|
|
| Pvh Corporation (PVH) | 0.0 | $106k | NEW | 1.0k | 106.00 |
|
| Royal Dutch Shell Spons Adr A | 0.0 | $105k | NEW | 2.7k | 39.30 |
|
| Schrodinger (SDGR) | 0.0 | $105k | NEW | 1.4k | 76.36 |
|
| American Electric Power Company (AEP) | 0.0 | $104k | 1.2k | 85.11 |
|
|
| Okta Cl A (OKTA) | 0.0 | $103k | 466.00 | 221.03 |
|
|
| Universal Display Corporation (OLED) | 0.0 | $102k | NEW | 432.00 | 236.11 |
|
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $101k | NEW | 3.6k | 28.02 |
|
| Republic Services (RSG) | 0.0 | $100k | -6% | 1.0k | 99.30 |
|
| Asa Gold And Precious Mtls L SHS (ASA) | 0.0 | $100k | 5.0k | 20.00 |
|
Past Filings by Sullivan, Bruyette, Speros & Blaney
SEC 13F filings are viewable for Sullivan, Bruyette, Speros & Blaney going back to 2016
- Sullivan, Bruyette, Speros & Blaney 2021 Q1 filed May 10, 2021
- Sullivan, Bruyette, Speros & Blaney 2020 Q4 filed Feb. 12, 2021
- Sullivan, Bruyette, Speros & Blaney 2020 Q3 filed Nov. 12, 2020
- Sullivan, Bruyette, Speros & Blaney 2020 Q2 filed Aug. 12, 2020
- Sullivan, Bruyette, Speros & Blaney 2020 Q1 filed May 5, 2020
- Sullivan, Bruyette, Speros & Blaney 2019 Q4 filed Feb. 13, 2020
- Sullivan, Bruyette, Speros & Blaney 2019 Q3 filed Nov. 14, 2019
- Sullivan, Bruyette, Speros & Blaney 2019 Q2 filed Aug. 5, 2019
- Sullivan, Bruyette, Speros & Blaney 2019 Q1 filed May 8, 2019
- Sullivan, Bruyette, Speros & Blaney 2018 Q4 filed Feb. 7, 2019
- Sullivan, Bruyette, Speros & Blaney 2018 Q3 filed Oct. 30, 2018
- Sullivan, Bruyette, Speros & Blaney 2018 Q2 filed Aug. 10, 2018
- Sullivan, Bruyette, Speros & Blaney 2018 Q1 filed May 8, 2018
- Sullivan, Bruyette, Speros & Blaney 2017 Q4 filed Feb. 13, 2018
- Sullivan, Bruyette, Speros & Blaney 2017 Q3 filed Nov. 14, 2017
- Sullivan, Bruyette, Speros & Blaney 2017 Q2 filed Aug. 8, 2017