Wiley Bros.-aintree Capital
Latest statistics and disclosures from &partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, IVV, IJH, NVDA, and represent 16.25% of &partners's stock portfolio.
- Added to shares of these 10 stocks: MSFT (+$71M), AAPL (+$62M), IVV (+$53M), NVDA (+$51M), IJH (+$33M), AGG (+$25M), AMZN (+$25M), JPM (+$24M), VOO (+$23M), IEFA (+$23M).
- Started 435 new stock positions in TXN, Dexcom, CEF, JNK, Microchip Technology, FBK, Duke Energy Corp, LESL, PID, BSCT.
- Reduced shares in these 10 stocks: VV (-$10M), CSTM, DAR, VRP, BORR, , RC, TRTX, Southwestern Energy Company, SCHF.
- Sold out of its positions in ASM, CDE, DAR, DNN, EQX, Jp Morgan Alerian Mlp Index, REI, Southwestern Energy Company, TRTX, URG. VGZ, BORR.
- &partners was a net buyer of stock by $1.6B.
- &partners has $2.3B in assets under management (AUM), dropping by 214.75%.
- Central Index Key (CIK): 0000107136
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Portfolio Holdings for &partners
&partners holds 914 positions in its portfolio as reported in the June 2024 quarterly 13F filing
&partners has 914 total positions. Only the first 250 positions are shown.
- Sign up to view all of the &partners June 30, 2024 positions
- Download the &partners June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.3 | $99M | +167% | 470k | 210.65 |
|
| Microsoft Corporation (MSFT) | 3.8 | $87M | +440% | 194k | 446.94 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.2 | $74M | +251% | 134k | 551.45 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.6 | $59M | +124% | 1.0M | 58.82 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $52M | +3014% | 424k | 123.53 |
|
| Amazon (AMZN) | 1.6 | $36M | +225% | 185k | 193.20 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.4 | $33M | -24% | 131k | 249.62 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.4 | $32M | +363% | 323k | 98.34 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $30M | +395% | 150k | 202.23 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $27M | +557% | 366k | 73.07 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.1 | $26M | +148% | 587k | 43.76 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $25M | +1593% | 50k | 500.13 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $24M | +14% | 225k | 106.66 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $19M | +574% | 79k | 242.10 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.8 | $19M | +7% | 573k | 33.04 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $18M | +210% | 101k | 181.44 |
|
| Johnson & Johnson (JNJ) | 0.7 | $17M | +259% | 115k | 146.10 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.7 | $16M | +726% | 543k | 30.14 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.7 | $16M | +538% | 295k | 55.04 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $16M | +231% | 89k | 182.11 |
|
| Lowe's Companies (LOW) | 0.7 | $16M | +784% | 72k | 220.37 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $15M | +601% | 17k | 905.91 |
|
| Procter & Gamble Company (PG) | 0.7 | $15M | +202% | 91k | 164.84 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $15M | +15% | 205k | 72.05 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $15M | +760% | 31k | 479.11 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.6 | $15M | +3% | 446k | 32.89 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $14M | +344% | 17k | 850.39 |
|
| Chevron Corporation (CVX) | 0.6 | $14M | +295% | 90k | 156.33 |
|
| UnitedHealth (UNH) | 0.6 | $14M | +454% | 27k | 509.13 |
|
| Meta Platforms Cl A (META) | 0.6 | $13M | +250% | 26k | 504.43 |
|
| Analog Devices (ADI) | 0.6 | $13M | +933% | 57k | 228.48 |
|
| Wal-Mart Stores (WMT) | 0.6 | $13M | +122% | 190k | 67.73 |
|
| Amgen (AMGN) | 0.6 | $13M | +351% | 41k | 312.40 |
|
| BlackRock (BLK) | 0.6 | $13M | +518% | 16k | 787.31 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.5 | $13M | 296k | 42.44 |
|
|
| Pepsi (PEP) | 0.5 | $12M | +505% | 75k | 164.91 |
|
| AFLAC Incorporated (AFL) | 0.5 | $12M | +608% | 137k | 89.38 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $12M | +171% | 33k | 373.85 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $12M | +523% | 245k | 49.42 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $12M | +138% | 103k | 115.12 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $12M | +996% | 38k | 303.68 |
|
| McDonald's Corporation (MCD) | 0.5 | $11M | +327% | 45k | 254.74 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $11M | +210% | 197k | 57.72 |
|
| Merck & Co (MRK) | 0.5 | $11M | +222% | 91k | 123.72 |
|
| Abbott Laboratories (ABT) | 0.5 | $11M | +371% | 108k | 103.97 |
|
| General Dynamics Corporation (GD) | 0.5 | $11M | +666% | 39k | 290.07 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $11M | +5% | 188k | 58.64 |
|
| Automatic Data Processing (ADP) | 0.5 | $11M | +643% | 46k | 238.64 |
|
| Alps Etf Tr Oshares Us Qualt (OUSA) | 0.5 | $11M | NEW | 219k | 49.62 |
|
| Nextera Energy (NEE) | 0.5 | $11M | +398% | 148k | 70.79 |
|
| Illinois Tool Works (ITW) | 0.5 | $10M | +373% | 44k | 236.89 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $10M | +108% | 63k | 160.41 |
|
| Chubb (CB) | 0.4 | $10M | +711% | 39k | 255.29 |
|
| Cisco Systems (CSCO) | 0.4 | $10M | +226% | 211k | 47.47 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $9.7M | +333% | 82k | 118.87 |
|
| Phillips 66 (PSX) | 0.4 | $9.6M | +1343% | 69k | 140.89 |
|
| Broadcom (AVGO) | 0.4 | $9.6M | +297% | 6.0k | 1607.11 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $9.6M | +527% | 103k | 92.54 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $9.3M | +515% | 238k | 39.14 |
|
| Home Depot (HD) | 0.4 | $9.2M | +224% | 27k | 344.47 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $8.9M | +105% | 22k | 406.80 |
|
| Verizon Communications (VZ) | 0.4 | $8.8M | +399% | 214k | 41.28 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $8.7M | +89% | 41k | 215.01 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.4 | $8.5M | +1140% | 198k | 43.05 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $8.3M | +28% | 16k | 536.29 |
|
| Paychex (PAYX) | 0.4 | $8.2M | +389% | 69k | 118.65 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $8.2M | +359% | 45k | 183.17 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.4 | $8.1M | +3% | 252k | 32.25 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.4 | $8.0M | +7% | 66k | 120.98 |
|
| Goldman Sachs (GS) | 0.4 | $8.0M | +1830% | 18k | 452.32 |
|
| Visa Com Cl A (V) | 0.3 | $8.0M | +96% | 30k | 262.37 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $7.8M | +1567% | 35k | 225.15 |
|
| Linde SHS (LIN) | 0.3 | $7.7M | +707% | 18k | 438.81 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $7.6M | +818% | 28k | 267.51 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $7.5M | NEW | 84k | 89.72 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $7.5M | +48% | 86k | 86.61 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.3 | $7.5M | +6% | 290k | 25.72 |
|
| L3harris Technologies (LHX) | 0.3 | $7.3M | +2263% | 32k | 224.73 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $7.1M | +523% | 43k | 164.28 |
|
| Coca-Cola Company (KO) | 0.3 | $7.0M | +45% | 109k | 63.65 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $7.0M | +890% | 18k | 383.19 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $6.9M | +753% | 94k | 73.61 |
|
| Abbvie (ABBV) | 0.3 | $6.7M | +163% | 39k | 171.52 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $6.7M | +348% | 82k | 81.65 |
|
| Target Corporation (TGT) | 0.3 | $6.5M | +1013% | 44k | 148.06 |
|
| Emerson Electric (EMR) | 0.3 | $6.5M | +296% | 59k | 110.16 |
|
| S&p Global (SPGI) | 0.3 | $6.5M | NEW | 15k | 445.49 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $6.4M | +798% | 70k | 91.78 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.3 | $6.1M | NEW | 435k | 14.01 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $5.8M | +1654% | 32k | 182.13 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $5.7M | +376% | 39k | 145.84 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $5.7M | +446% | 45k | 125.44 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $5.6M | +469% | 28k | 202.89 |
|
| Zoetis Cl A (ZTS) | 0.2 | $5.5M | +1278% | 32k | 173.52 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $5.5M | +2018% | 51k | 106.95 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $5.4M | +200% | 70k | 78.05 |
|
| Nike CL B (NKE) | 0.2 | $5.4M | +856% | 71k | 75.54 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $5.4M | +251% | 42k | 127.18 |
|
| American Tower Reit (AMT) | 0.2 | $5.3M | +660% | 27k | 194.56 |
|
| Air Products & Chemicals (APD) | 0.2 | $5.2M | +788% | 20k | 258.22 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $5.2M | +382% | 24k | 218.05 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $5.1M | +266% | 51k | 100.23 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $4.9M | +1273% | 93k | 53.53 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $4.9M | +445% | 28k | 174.47 |
|
| International Business Machines (IBM) | 0.2 | $4.9M | +70% | 29k | 172.79 |
|
| Pfizer (PFE) | 0.2 | $4.9M | +128% | 175k | 27.98 |
|
| Norfolk Southern (NSC) | 0.2 | $4.9M | +1207% | 23k | 214.69 |
|
| Starbucks Corporation (SBUX) | 0.2 | $4.8M | +338% | 61k | 77.85 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $4.7M | +173% | 49k | 97.04 |
|
| Bank of America Corporation (BAC) | 0.2 | $4.6M | +223% | 117k | 39.67 |
|
| PNC Financial Services (PNC) | 0.2 | $4.6M | +394% | 30k | 155.74 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $4.6M | +213% | 93k | 49.24 |
|
| Union Pacific Corporation (UNP) | 0.2 | $4.6M | +139% | 20k | 226.47 |
|
| Applied Materials (AMAT) | 0.2 | $4.5M | +132% | 19k | 236.16 |
|
| W.W. Grainger (GWW) | 0.2 | $4.5M | +981% | 5.0k | 902.64 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $4.5M | +49% | 36k | 123.80 |
|
| ConocoPhillips (COP) | 0.2 | $4.4M | +280% | 39k | 114.51 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $4.4M | +248% | 9.5k | 465.80 |
|
| Palo Alto Networks (PANW) | 0.2 | $4.3M | +312% | 13k | 339.01 |
|
| Oracle Corporation (ORCL) | 0.2 | $4.3M | +97% | 30k | 141.20 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $4.3M | +42% | 51k | 84.04 |
|
| TJX Companies (TJX) | 0.2 | $4.2M | +466% | 38k | 110.22 |
|
| Domino's Pizza (DPZ) | 0.2 | $4.2M | NEW | 8.2k | 516.33 |
|
| Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.2 | $4.2M | NEW | 186k | 22.55 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $4.2M | +1534% | 54k | 77.28 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $4.2M | +28% | 14k | 297.55 |
|
| EOG Resources (EOG) | 0.2 | $4.1M | +656% | 33k | 125.73 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.2 | $4.1M | +455% | 65k | 62.92 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $4.1M | +191% | 21k | 197.11 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $4.0M | +240% | 57k | 70.29 |
|
| Medtronic SHS (MDT) | 0.2 | $4.0M | +367% | 51k | 78.78 |
|
| American Express Company (AXP) | 0.2 | $3.9M | +37% | 17k | 231.55 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.2 | $3.8M | +385% | 85k | 45.22 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $3.8M | NEW | 7.5k | 505.82 |
|
| At&t (T) | 0.2 | $3.8M | +111% | 199k | 19.11 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $3.8M | +341% | 35k | 106.55 |
|
| Stryker Corporation (SYK) | 0.2 | $3.8M | +119% | 11k | 340.25 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $3.8M | +1067% | 42k | 88.48 |
|
| Becton, Dickinson and (BDX) | 0.2 | $3.7M | +462% | 16k | 233.91 |
|
| Netflix (NFLX) | 0.2 | $3.7M | +301% | 5.5k | 675.00 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.2 | $3.7M | +6% | 94k | 39.08 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $3.7M | +363% | 40k | 91.21 |
|
| United Rentals (URI) | 0.2 | $3.6M | +5% | 5.6k | 642.14 |
|
| United Parcel Service CL B (UPS) | 0.2 | $3.6M | +305% | 27k | 136.08 |
|
| Caterpillar (CAT) | 0.2 | $3.6M | +85% | 11k | 333.09 |
|
| Honeywell International (HON) | 0.2 | $3.6M | +308% | 17k | 213.54 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $3.6M | +173% | 24k | 150.50 |
|
| Garmin SHS (GRMN) | 0.2 | $3.6M | +713% | 22k | 163.36 |
|
| Intuit (INTU) | 0.2 | $3.6M | +148% | 5.4k | 655.44 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $3.5M | NEW | 44k | 79.93 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $3.5M | +316% | 45k | 77.76 |
|
| Hca Holdings (HCA) | 0.2 | $3.5M | 11k | 321.28 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $3.4M | +34% | 74k | 45.75 |
|
| Southern Company (SO) | 0.1 | $3.3M | +149% | 43k | 77.57 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $3.2M | +190% | 83k | 38.85 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $3.2M | +69% | 19k | 170.76 |
|
| PPG Industries (PPG) | 0.1 | $3.2M | +561% | 26k | 126.02 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $3.1M | +620% | 8.6k | 366.41 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $3.1M | NEW | 5.4k | 576.59 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $3.1M | +871% | 55k | 56.42 |
|
| Walt Disney Company (DIS) | 0.1 | $3.1M | +81% | 31k | 99.29 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $3.0M | +1034% | 61k | 49.80 |
|
| Tesla Motors (TSLA) | 0.1 | $3.0M | +114% | 15k | 197.88 |
|
| salesforce (CRM) | 0.1 | $3.0M | +165% | 12k | 257.25 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $3.0M | +251% | 39k | 75.86 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.9M | +139% | 2.9k | 1022.03 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $2.9M | +339% | 16k | 182.52 |
|
| Fidelity Covington Trust Blue Chip Value (FBCV) | 0.1 | $2.9M | 97k | 30.02 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.9M | +1274% | 91k | 31.55 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.9M | +147% | 16k | 173.81 |
|
| Qualcomm (QCOM) | 0.1 | $2.8M | +178% | 14k | 199.18 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $2.8M | +53% | 25k | 108.70 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.8M | +129% | 35k | 78.33 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.8M | +462% | 34k | 81.08 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $2.7M | +7% | 61k | 44.97 |
|
| Philip Morris International (PM) | 0.1 | $2.7M | +354% | 26k | 101.33 |
|
| CMS Energy Corporation (CMS) | 0.1 | $2.6M | +602% | 44k | 59.53 |
|
| Deere & Company (DE) | 0.1 | $2.6M | +56% | 7.0k | 373.60 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.6M | +591% | 5.8k | 441.16 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $2.6M | NEW | 47k | 54.68 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $2.6M | +191% | 108k | 23.72 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $2.6M | +396% | 30k | 83.96 |
|
| FactSet Research Systems (FDS) | 0.1 | $2.5M | NEW | 6.2k | 408.30 |
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $2.5M | NEW | 114k | 22.05 |
|
| Boeing Company (BA) | 0.1 | $2.5M | +282% | 14k | 182.01 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $2.5M | +281% | 61k | 40.75 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.5M | +79% | 38k | 65.44 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $2.4M | NEW | 56k | 43.93 |
|
| First Horizon National Corporation (FHN) | 0.1 | $2.4M | 154k | 15.77 |
|
|
| Rithm Capital Corp Com New (RITM) | 0.1 | $2.4M | 220k | 10.91 |
|
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $2.4M | +426% | 35k | 67.75 |
|
| Enbridge (ENB) | 0.1 | $2.4M | +290% | 66k | 35.59 |
|
| Waste Management (WM) | 0.1 | $2.4M | +437% | 11k | 212.31 |
|
| Constellation Energy (CEG) | 0.1 | $2.4M | +390% | 12k | 200.73 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $2.3M | NEW | 25k | 93.81 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $2.3M | NEW | 58k | 40.23 |
|
| Ge Aerospace Com New (GE) | 0.1 | $2.3M | +372% | 14k | 158.97 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $2.2M | +155% | 16k | 142.74 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $2.2M | +426% | 21k | 102.30 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $2.2M | NEW | 8.3k | 260.71 |
|
| Intel Corporation (INTC) | 0.1 | $2.2M | +64% | 70k | 30.97 |
|
| Advanced Micro Devices (AMD) | 0.1 | $2.2M | +77% | 13k | 162.21 |
|
| Glacier Ban (GBCI) | 0.1 | $2.1M | +134% | 58k | 37.32 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.1M | +99% | 3.9k | 555.54 |
|
| Eversource Energy (ES) | 0.1 | $2.1M | NEW | 37k | 56.78 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $2.1M | +190% | 51k | 41.53 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $2.1M | NEW | 42k | 50.47 |
|
| Servicenow (NOW) | 0.1 | $2.1M | +224% | 2.6k | 786.08 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $2.1M | +5% | 38k | 54.75 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.1M | +241% | 21k | 100.40 |
|
| Anthem (ELV) | 0.1 | $2.0M | +217% | 3.8k | 541.93 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $2.0M | NEW | 39k | 52.49 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $2.0M | +133% | 7.6k | 264.28 |
|
| Eaton Corp SHS (ETN) | 0.1 | $2.0M | +164% | 6.3k | 313.46 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $1.9M | NEW | 40k | 48.13 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.9M | +51% | 30k | 64.95 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.9M | +127% | 32k | 59.39 |
|
| Powershares Actively Managed Total Return (GTO) | 0.1 | $1.9M | NEW | 41k | 46.36 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.9M | +178% | 3.4k | 553.02 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $1.9M | +315% | 21k | 88.13 |
|
| Wec Energy Group (WEC) | 0.1 | $1.9M | NEW | 24k | 78.46 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $1.9M | +486% | 8.9k | 209.54 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $1.8M | +58% | 17k | 106.46 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.8M | +462% | 4.1k | 444.85 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.8M | +320% | 32k | 56.68 |
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.1 | $1.8M | NEW | 20k | 87.57 |
|
| Public Service Enterprise (PEG) | 0.1 | $1.8M | +280% | 24k | 73.70 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $1.8M | +194% | 12k | 150.85 |
|
| Paypal Holdings (PYPL) | 0.1 | $1.8M | +68% | 31k | 58.04 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $1.8M | +79% | 10k | 173.49 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $1.8M | +712% | 49k | 36.28 |
|
| Gilead Sciences (GILD) | 0.1 | $1.8M | +509% | 26k | 68.34 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.7M | NEW | 20k | 85.66 |
|
| Nexstar Media Group Common Stock (NXST) | 0.1 | $1.7M | +8% | 10k | 166.00 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $1.7M | +564% | 42k | 39.70 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.7M | +223% | 33k | 50.11 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $1.6M | NEW | 21k | 78.58 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.6M | +65% | 14k | 115.47 |
|
| Micron Technology (MU) | 0.1 | $1.6M | +15% | 12k | 131.53 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $1.6M | +45% | 44k | 37.02 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.6M | +173% | 6.5k | 250.14 |
|
| Dell Technologies CL C (DELL) | 0.1 | $1.6M | +246% | 12k | 137.91 |
|
| Brown & Brown (BRO) | 0.1 | $1.6M | NEW | 17k | 90.17 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $1.6M | +193% | 16k | 97.86 |
|
| Shell Spon Ads (SHEL) | 0.1 | $1.5M | +93% | 21k | 72.18 |
|
| Proshares Tr S&p Tech Dividen (TDV) | 0.1 | $1.5M | +36% | 21k | 74.60 |
|
| AvalonBay Communities (AVB) | 0.1 | $1.5M | NEW | 7.4k | 207.46 |
|
| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.1 | $1.5M | NEW | 85k | 17.92 |
|
| Snap-on Incorporated (SNA) | 0.1 | $1.5M | +601% | 5.8k | 262.00 |
|
| Wisdomtree Tr Futre Strat Fd (WTMF) | 0.1 | $1.5M | +37% | 41k | 36.27 |
|
Past Filings by &partners
SEC 13F filings are viewable for &partners going back to 2018
- &partners 2024 Q2 filed July 24, 2024
- &partners 2024 Q1 filed April 11, 2024
- &partners 2023 Q4 filed Jan. 9, 2024
- &partners 2023 Q3 filed Oct. 6, 2023
- Wiley Bros.-aintree Capital 2023 Q2 filed July 5, 2023
- Wiley Bros.-aintree Capital 2023 Q1 filed April 6, 2023
- Wiley Bros.-aintree Capital 2022 Q4 filed Jan. 10, 2023
- Wiley Bros.-aintree Capital 2022 Q3 filed Oct. 11, 2022
- Wiley Bros.-aintree Capital 2022 Q2 filed July 6, 2022
- Wiley Bros.-aintree Capital 2022 Q1 restated filed April 26, 2022
- Wiley Bros.-aintree Capital 2022 Q1 filed April 11, 2022
- Wiley Bros.-aintree Capital 2021 Q4 filed Jan. 12, 2022
- Wiley Bros.-aintree Capital 2021 Q3 filed Oct. 7, 2021
- Wiley Bros.-aintree Capital 2021 Q2 filed July 12, 2021
- Wiley Bros.-aintree Capital 2021 Q1 filed April 9, 2021
- Wiley Bros.-aintree Capital 2020 Q4 filed Jan. 11, 2021