Bragg Financial Advisors as of June 30, 2019
Portfolio Holdings for Bragg Financial Advisors
Bragg Financial Advisors holds 269 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 2.5 | $20M | 149k | 133.96 | |
Vanguard Small-Cap Value ETF (VBR) | 1.9 | $15M | 117k | 130.54 | |
Cisco Systems (CSCO) | 1.7 | $14M | 246k | 54.73 | |
Vanguard Mid-Cap Value ETF (VOE) | 1.6 | $13M | 119k | 111.34 | |
McDonald's Corporation (MCD) | 1.6 | $13M | 63k | 207.67 | |
Vanguard Small-Cap Growth ETF (VBK) | 1.6 | $13M | 69k | 186.20 | |
Becton, Dickinson and (BDX) | 1.5 | $12M | 49k | 252.00 | |
American Express Company (AXP) | 1.5 | $12M | 97k | 123.44 | |
Walt Disney Company (DIS) | 1.5 | $12M | 86k | 139.64 | |
Apple (AAPL) | 1.4 | $12M | 58k | 197.91 | |
Oracle Corporation (ORCL) | 1.3 | $11M | 191k | 56.97 | |
Procter & Gamble Company (PG) | 1.3 | $11M | 96k | 109.65 | |
Intel Corporation (INTC) | 1.3 | $10M | 217k | 47.87 | |
Merck & Co (MRK) | 1.2 | $10M | 120k | 83.85 | |
Home Depot (HD) | 1.2 | $10M | 48k | 207.97 | |
Danaher Corporation (DHR) | 1.2 | $10M | 70k | 142.92 | |
Vanguard Mid-Cap Growth ETF (VOT) | 1.2 | $9.8M | 66k | 149.31 | |
T. Rowe Price (TROW) | 1.2 | $9.7M | 88k | 109.71 | |
Texas Instruments Incorporated (TXN) | 1.2 | $9.5M | 82k | 114.75 | |
Johnson & Johnson (JNJ) | 1.1 | $9.3M | 67k | 139.28 | |
Progressive Corporation (PGR) | 1.1 | $9.0M | 113k | 79.93 | |
Corning Incorporated (GLW) | 1.1 | $8.8M | 264k | 33.23 | |
Ameriprise Financial (AMP) | 1.1 | $8.8M | 60k | 145.16 | |
TJX Companies (TJX) | 1.1 | $8.8M | 166k | 52.88 | |
UnitedHealth (UNH) | 1.1 | $8.6M | 35k | 244.01 | |
Amgen (AMGN) | 1.1 | $8.5M | 46k | 184.29 | |
Union Pacific Corporation (UNP) | 1.0 | $8.5M | 50k | 169.11 | |
Wal-Mart Stores (WMT) | 1.0 | $8.4M | 76k | 110.49 | |
United Technologies Corporation | 1.0 | $8.2M | 63k | 130.20 | |
Alphabet Inc Class C cs (GOOG) | 1.0 | $7.9M | 7.3k | 1080.97 | |
Southern Company (SO) | 1.0 | $7.8M | 141k | 55.28 | |
Pfizer (PFE) | 0.9 | $7.7M | 177k | 43.32 | |
Verizon Communications (VZ) | 0.9 | $7.7M | 135k | 57.13 | |
Honeywell International (HON) | 0.9 | $7.5M | 43k | 174.58 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $7.1M | 64k | 111.80 | |
Exxon Mobil Corporation (XOM) | 0.9 | $7.1M | 93k | 76.63 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.9 | $7.1M | 66k | 106.55 | |
Air Products & Chemicals (APD) | 0.9 | $7.0M | 31k | 226.39 | |
Applied Materials (AMAT) | 0.9 | $7.0M | 155k | 44.91 | |
Abbott Laboratories (ABT) | 0.8 | $6.9M | 82k | 84.10 | |
Accenture (ACN) | 0.8 | $6.8M | 37k | 184.77 | |
Comcast Corporation (CMCSA) | 0.8 | $6.5M | 155k | 42.28 | |
Eaton (ETN) | 0.8 | $6.5M | 78k | 83.28 | |
Amazon (AMZN) | 0.8 | $6.4M | 3.4k | 1893.60 | |
Deckers Outdoor Corporation (DECK) | 0.8 | $6.4M | 36k | 175.96 | |
Chevron Corporation (CVX) | 0.8 | $6.1M | 49k | 124.43 | |
ConocoPhillips (COP) | 0.8 | $6.1M | 100k | 61.00 | |
Facebook Inc cl a (META) | 0.7 | $5.6M | 29k | 193.02 | |
Tech Data Corporation | 0.7 | $5.4M | 52k | 104.59 | |
Vanguard Value ETF (VTV) | 0.7 | $5.4M | 49k | 110.92 | |
Rbc Cad (RY) | 0.7 | $5.4M | 68k | 79.40 | |
Exelon Corporation (EXC) | 0.7 | $5.3M | 110k | 47.94 | |
Rli (RLI) | 0.6 | $5.2M | 61k | 85.71 | |
Costco Wholesale Corporation (COST) | 0.6 | $5.2M | 20k | 264.25 | |
Meredith Corporation | 0.6 | $5.1M | 93k | 55.06 | |
Fabrinet (FN) | 0.6 | $5.1M | 103k | 49.67 | |
Bank of New York Mellon Corporation (BK) | 0.6 | $4.9M | 112k | 44.15 | |
SYNNEX Corporation (SNX) | 0.6 | $5.0M | 51k | 98.41 | |
MasterCard Incorporated (MA) | 0.6 | $4.9M | 19k | 264.55 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.6 | $4.7M | 52k | 89.84 | |
CSG Systems International (CSGS) | 0.5 | $4.4M | 90k | 48.83 | |
Oshkosh Corporation (OSK) | 0.5 | $4.4M | 53k | 83.49 | |
Vanguard Growth ETF (VUG) | 0.5 | $4.4M | 27k | 163.40 | |
Booking Holdings (BKNG) | 0.5 | $4.3M | 2.3k | 1874.51 | |
Qualcomm (QCOM) | 0.5 | $4.3M | 56k | 76.08 | |
Ingersoll-rand Co Ltd-cl A | 0.5 | $4.1M | 32k | 126.66 | |
Symantec Corporation | 0.5 | $4.1M | 187k | 21.76 | |
Pepsi (PEP) | 0.5 | $4.0M | 31k | 131.13 | |
Prudential Financial (PRU) | 0.5 | $3.9M | 39k | 100.99 | |
Greenbrier Companies (GBX) | 0.5 | $4.0M | 130k | 30.40 | |
Lowe's Companies (LOW) | 0.5 | $3.9M | 38k | 100.91 | |
Dominion Resources (D) | 0.5 | $3.8M | 50k | 77.32 | |
Rio Tinto (RIO) | 0.5 | $3.8M | 61k | 62.35 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.5 | $3.8M | 73k | 52.75 | |
Csw Industrials (CSWI) | 0.5 | $3.8M | 56k | 68.15 | |
Vanguard Large-Cap ETF (VV) | 0.5 | $3.7M | 28k | 134.72 | |
Prologis (PLD) | 0.5 | $3.7M | 47k | 80.10 | |
Schweitzer-Mauduit International (MATV) | 0.5 | $3.6M | 109k | 33.18 | |
American National Insurance Company | 0.4 | $3.5M | 30k | 116.47 | |
Flowers Foods (FLO) | 0.4 | $3.6M | 153k | 23.27 | |
Vishay Intertechnology (VSH) | 0.4 | $3.5M | 213k | 16.52 | |
International Business Machines (IBM) | 0.4 | $3.5M | 26k | 137.92 | |
Abbvie (ABBV) | 0.4 | $3.5M | 48k | 72.71 | |
Fortive (FTV) | 0.4 | $3.5M | 43k | 81.53 | |
Synaptics, Incorporated (SYNA) | 0.4 | $3.4M | 118k | 29.14 | |
UniFirst Corporation (UNF) | 0.4 | $3.3M | 18k | 188.55 | |
Darden Restaurants (DRI) | 0.4 | $3.3M | 27k | 121.73 | |
Valero Energy Corporation (VLO) | 0.4 | $3.2M | 37k | 85.61 | |
South Jersey Industries | 0.4 | $3.2M | 96k | 33.73 | |
Horace Mann Educators Corporation (HMN) | 0.4 | $3.1M | 78k | 40.30 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.4 | $3.1M | 28k | 113.10 | |
Spdr S&p 500 Etf (SPY) | 0.4 | $3.0M | 10k | 292.96 | |
Gra (GGG) | 0.4 | $3.0M | 59k | 50.18 | |
Duke Energy (DUK) | 0.4 | $3.0M | 34k | 88.24 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $3.0M | 2.7k | 1082.91 | |
3M Company (MMM) | 0.4 | $2.9M | 17k | 173.34 | |
Plantronics | 0.3 | $2.8M | 76k | 37.04 | |
Berkshire Hathaway (BRK.A) | 0.3 | $2.9M | 9.00 | 318333.33 | |
InterDigital (IDCC) | 0.3 | $2.8M | 43k | 64.41 | |
Raymond James Financial (RJF) | 0.3 | $2.8M | 33k | 84.54 | |
Dupont De Nemours (DD) | 0.3 | $2.8M | 37k | 75.07 | |
Scholastic Corporation (SCHL) | 0.3 | $2.6M | 80k | 33.24 | |
General Electric Company | 0.3 | $2.7M | 258k | 10.50 | |
Public Storage (PSA) | 0.3 | $2.7M | 11k | 238.17 | |
BB&T Corporation | 0.3 | $2.7M | 54k | 49.14 | |
L.B. Foster Company (FSTR) | 0.3 | $2.7M | 98k | 27.34 | |
U.S. Bancorp (USB) | 0.3 | $2.6M | 49k | 52.41 | |
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.3 | $2.6M | 49k | 53.06 | |
Berkshire Hathaway (BRK.B) | 0.3 | $2.6M | 12k | 213.13 | |
Bristol Myers Squibb (BMY) | 0.3 | $2.5M | 55k | 45.34 | |
Whirlpool Corporation (WHR) | 0.3 | $2.4M | 17k | 142.37 | |
Colfax Corporation | 0.3 | $2.4M | 87k | 28.03 | |
Vanguard Small-Cap ETF (VB) | 0.3 | $2.4M | 16k | 156.69 | |
Vanguard Scottsdale Fds cmn (VTWV) | 0.3 | $2.5M | 23k | 105.28 | |
At&t (T) | 0.3 | $2.3M | 69k | 33.51 | |
Royal Dutch Shell | 0.3 | $2.4M | 36k | 65.08 | |
Ball Corporation (BALL) | 0.3 | $2.3M | 33k | 70.00 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $2.4M | 21k | 115.51 | |
SYSCO Corporation (SYY) | 0.3 | $2.2M | 32k | 70.73 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.3 | $2.2M | 46k | 48.92 | |
Colgate-Palmolive Company (CL) | 0.3 | $2.2M | 31k | 71.68 | |
Anixter International | 0.3 | $2.2M | 37k | 59.72 | |
Vanguard REIT ETF (VNQ) | 0.3 | $2.2M | 26k | 87.40 | |
Coca-Cola Company (KO) | 0.3 | $2.1M | 42k | 50.93 | |
Brown-Forman Corporation (BF.B) | 0.3 | $2.1M | 37k | 55.43 | |
Anthem (ELV) | 0.3 | $2.1M | 7.3k | 282.25 | |
Prestige Brands Holdings (PBH) | 0.2 | $2.1M | 65k | 31.68 | |
New Jersey Resources Corporation (NJR) | 0.2 | $2.1M | 41k | 49.76 | |
General Mills (GIS) | 0.2 | $1.9M | 37k | 52.51 | |
Ducommun Incorporated (DCO) | 0.2 | $1.9M | 43k | 45.07 | |
Bofi Holding (AX) | 0.2 | $2.0M | 72k | 27.25 | |
Fox Corp (FOXA) | 0.2 | $2.0M | 54k | 36.64 | |
Boeing Company (BA) | 0.2 | $1.8M | 5.0k | 363.96 | |
Deere & Company (DE) | 0.2 | $1.8M | 11k | 165.70 | |
Littelfuse (LFUS) | 0.2 | $1.9M | 11k | 176.89 | |
Schlumberger (SLB) | 0.2 | $1.8M | 45k | 39.74 | |
Gilead Sciences (GILD) | 0.2 | $1.8M | 27k | 67.57 | |
Vanguard Short-Term Bond ETF (BSV) | 0.2 | $1.8M | 22k | 80.53 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $1.8M | 11k | 167.16 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $1.7M | 41k | 41.70 | |
Dow (DOW) | 0.2 | $1.7M | 34k | 49.32 | |
Delta Apparel (DLAPQ) | 0.2 | $1.6M | 69k | 23.18 | |
Stryker Corporation (SYK) | 0.2 | $1.6M | 7.7k | 205.62 | |
General Dynamics Corporation (GD) | 0.2 | $1.6M | 8.6k | 181.77 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $1.6M | 19k | 80.69 | |
W.W. Grainger (GWW) | 0.2 | $1.5M | 5.5k | 268.22 | |
Automatic Data Processing (ADP) | 0.2 | $1.4M | 8.6k | 165.33 | |
Clorox Company (CLX) | 0.2 | $1.4M | 9.3k | 153.07 | |
Timken Company (TKR) | 0.2 | $1.4M | 27k | 51.36 | |
Wells Fargo & Company (WFC) | 0.2 | $1.3M | 27k | 47.31 | |
American Electric Power Company (AEP) | 0.2 | $1.3M | 15k | 87.99 | |
Darling International (DAR) | 0.2 | $1.3M | 63k | 19.89 | |
American Equity Investment Life Holding | 0.2 | $1.3M | 47k | 27.16 | |
Anheuser-Busch InBev NV (BUD) | 0.1 | $1.2M | 14k | 88.49 | |
Phillips 66 (PSX) | 0.1 | $1.1M | 12k | 93.52 | |
Broadcom (AVGO) | 0.1 | $1.1M | 3.9k | 287.85 | |
Unilever (UL) | 0.1 | $1.0M | 17k | 61.96 | |
Vanguard Information Technology ETF (VGT) | 0.1 | $1.1M | 5.0k | 210.86 | |
Corteva (CTVA) | 0.1 | $1.1M | 36k | 29.56 | |
Caterpillar (CAT) | 0.1 | $936k | 6.9k | 136.28 | |
Tenne | 0.1 | $954k | 86k | 11.09 | |
Vanguard Health Care ETF (VHT) | 0.1 | $989k | 5.7k | 173.91 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $1.0M | 3.7k | 269.09 | |
CBS Corporation | 0.1 | $858k | 17k | 49.92 | |
CNO Financial (CNO) | 0.1 | $860k | 52k | 16.67 | |
Mondelez Int (MDLZ) | 0.1 | $879k | 16k | 53.90 | |
Bank of America Corporation (BAC) | 0.1 | $783k | 27k | 28.98 | |
V.F. Corporation (VFC) | 0.1 | $776k | 8.9k | 87.36 | |
AFLAC Incorporated (AFL) | 0.1 | $808k | 15k | 54.84 | |
Weyerhaeuser Company (WY) | 0.1 | $815k | 31k | 26.33 | |
Total System Services | 0.1 | $749k | 5.8k | 128.32 | |
Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.1 | $746k | 11k | 66.01 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $705k | 4.4k | 159.36 | |
Vanguard Sht Term Govt Bond ETF (VGSH) | 0.1 | $719k | 12k | 60.95 | |
Allegion Plc equity (ALLE) | 0.1 | $719k | 6.5k | 110.60 | |
Hewlett Packard Enterprise (HPE) | 0.1 | $718k | 48k | 14.95 | |
Livent Corp | 0.1 | $755k | 109k | 6.92 | |
State Street Corporation (STT) | 0.1 | $644k | 12k | 56.08 | |
FirstEnergy (FE) | 0.1 | $685k | 16k | 42.83 | |
Yum! Brands (YUM) | 0.1 | $629k | 5.7k | 110.62 | |
Royal Dutch Shell | 0.1 | $616k | 9.4k | 65.74 | |
Vanguard Total Stock Market ETF (VTI) | 0.1 | $647k | 4.3k | 150.12 | |
iShares Dow Jones US Technology (IYW) | 0.1 | $652k | 3.3k | 197.88 | |
CVS Caremark Corporation (CVS) | 0.1 | $580k | 11k | 54.47 | |
Maxim Integrated Products | 0.1 | $529k | 8.8k | 59.84 | |
Deluxe Corporation (DLX) | 0.1 | $558k | 14k | 40.64 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $531k | 6.8k | 78.26 | |
Industries N shs - a - (LYB) | 0.1 | $605k | 7.0k | 86.10 | |
Vanguard Total Bond Market ETF (BND) | 0.1 | $546k | 6.6k | 83.02 | |
Vanguard Consumer Staples ETF (VDC) | 0.1 | $537k | 3.6k | 148.71 | |
Chubb (CB) | 0.1 | $581k | 3.9k | 147.35 | |
Jefferies Finl Group (JEF) | 0.1 | $556k | 29k | 19.23 | |
Edwards Lifesciences (EW) | 0.1 | $474k | 2.6k | 184.72 | |
Genuine Parts Company (GPC) | 0.1 | $517k | 5.0k | 103.57 | |
IDEXX Laboratories (IDXX) | 0.1 | $473k | 1.7k | 275.48 | |
Nucor Corporation (NUE) | 0.1 | $482k | 8.7k | 55.13 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $520k | 7.9k | 65.75 | |
Stericycle (SRCL) | 0.1 | $458k | 9.6k | 47.72 | |
Visa (V) | 0.1 | $456k | 2.6k | 173.65 | |
Constellation Brands (STZ) | 0.1 | $460k | 2.3k | 196.83 | |
iShares Russell 2000 Index (IWM) | 0.1 | $449k | 2.9k | 155.36 | |
VSE Corporation (VSEC) | 0.1 | $499k | 17k | 28.66 | |
Chase Corporation | 0.1 | $465k | 4.3k | 107.61 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $522k | 12k | 42.57 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $478k | 5.6k | 84.75 | |
Norfolk Southern (NSC) | 0.1 | $428k | 2.1k | 199.16 | |
Altria (MO) | 0.1 | $392k | 8.3k | 47.32 | |
Nike (NKE) | 0.1 | $439k | 5.2k | 83.86 | |
Target Corporation (TGT) | 0.1 | $405k | 4.7k | 86.69 | |
Ford Motor Company (F) | 0.1 | $368k | 36k | 10.22 | |
Netflix (NFLX) | 0.1 | $392k | 1.1k | 367.39 | |
Graham Corporation (GHM) | 0.1 | $386k | 19k | 20.22 | |
Astronics Corporation (ATRO) | 0.1 | $441k | 11k | 40.20 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $407k | 2.1k | 194.27 | |
Vanguard Pacific ETF (VPL) | 0.1 | $370k | 5.6k | 66.00 | |
Walgreen Boots Alliance (WBA) | 0.1 | $409k | 7.5k | 54.69 | |
Charles Schwab Corporation (SCHW) | 0.0 | $365k | 9.1k | 40.14 | |
FedEx Corporation (FDX) | 0.0 | $288k | 1.8k | 164.20 | |
United Parcel Service (UPS) | 0.0 | $364k | 3.5k | 103.32 | |
Franklin Resources (BEN) | 0.0 | $359k | 10k | 34.78 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $309k | 2.3k | 133.19 | |
PPG Industries (PPG) | 0.0 | $301k | 2.6k | 116.89 | |
Philip Morris International (PM) | 0.0 | $325k | 4.1k | 78.43 | |
iShares S&P 500 Index (IVV) | 0.0 | $353k | 1.2k | 294.66 | |
Fifth Third Ban (FITB) | 0.0 | $330k | 12k | 27.92 | |
Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $352k | 1.2k | 299.07 | |
Estee Lauder Companies (EL) | 0.0 | $354k | 1.9k | 183.32 | |
Enbridge (ENB) | 0.0 | $365k | 10k | 36.04 | |
Pinnacle Financial Partners (PNFP) | 0.0 | $344k | 6.0k | 57.53 | |
Vanguard Financials ETF (VFH) | 0.0 | $318k | 4.6k | 69.09 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $323k | 910.00 | 354.95 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $287k | 5.6k | 51.00 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $354k | 3.1k | 115.31 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $304k | 5.3k | 56.95 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $352k | 6.6k | 53.47 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $303k | 1.7k | 179.61 | |
Pentair cs (PNR) | 0.0 | $339k | 9.1k | 37.21 | |
Medtronic (MDT) | 0.0 | $298k | 3.1k | 97.42 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $284k | 1.5k | 186.47 | |
PNC Financial Services (PNC) | 0.0 | $256k | 1.9k | 137.41 | |
Equifax (EFX) | 0.0 | $270k | 2.0k | 135.00 | |
Vulcan Materials Company (VMC) | 0.0 | $264k | 1.9k | 137.36 | |
Nextera Energy (NEE) | 0.0 | $258k | 1.3k | 204.60 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $280k | 2.2k | 127.10 | |
Torchmark Corporation | 0.0 | $205k | 2.3k | 89.40 | |
Starbucks Corporation (SBUX) | 0.0 | $271k | 3.2k | 83.93 | |
Hershey Company (HSY) | 0.0 | $212k | 1.6k | 134.26 | |
SPDR Gold Trust (GLD) | 0.0 | $263k | 2.0k | 133.16 | |
Intuit (INTU) | 0.0 | $280k | 1.1k | 261.68 | |
Crawford & Company (CRD.B) | 0.0 | $258k | 28k | 9.31 | |
Owens & Minor (OMI) | 0.0 | $204k | 64k | 3.21 | |
Technology SPDR (XLK) | 0.0 | $241k | 3.1k | 78.20 | |
Simon Property (SPG) | 0.0 | $217k | 1.4k | 159.91 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $276k | 1.5k | 182.30 | |
Vanguard European ETF (VGK) | 0.0 | $258k | 4.7k | 54.96 | |
Vanguard Materials ETF (VAW) | 0.0 | $250k | 2.0k | 128.07 | |
Vanguard Telecommunication Services ETF (VOX) | 0.0 | $255k | 2.9k | 86.56 | |
Vanguard Industrials ETF (VIS) | 0.0 | $274k | 1.9k | 145.67 | |
Vanguard Admiral Fds Inc equity (VOOV) | 0.0 | $267k | 2.4k | 112.42 | |
Fidus Invt (FDUS) | 0.0 | $208k | 13k | 15.99 | |
Yum China Holdings (YUMC) | 0.0 | $260k | 5.6k | 46.26 | |
Dxc Technology (DXC) | 0.0 | $221k | 4.0k | 55.13 | |
Bloom Energy Corp (BE) | 0.0 | $267k | 22k | 12.27 | |
Dell Technologies (DELL) | 0.0 | $231k | 4.5k | 50.90 | |
Dollar Tree (DLTR) | 0.0 | $201k | 1.9k | 107.20 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $202k | 891.00 | 226.71 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $202k | 1.4k | 142.76 | |
Nexpoint Credit Strategies Fund (NXDT) | 0.0 | $198k | 11k | 18.91 | |
CSS Industries | 0.0 | $55k | 11k | 4.86 |