Checchi Capital Advisers as of Dec. 31, 2019
Portfolio Holdings for Checchi Capital Advisers
Checchi Capital Advisers holds 444 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 22.0 | $165M | 511k | 321.80 | |
iShares MSCI EAFE Index Fund (EFA) | 6.7 | $50M | 725k | 69.44 | |
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) | 5.1 | $38M | 1.3M | 28.81 | |
iShares S&P/Citi Intl Treasury Bond (IGOV) | 3.8 | $28M | 559k | 50.17 | |
Wells Fargo & Company (WFC) | 2.8 | $21M | 393k | 53.80 | |
Apple (AAPL) | 2.4 | $18M | 60k | 293.65 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.8 | $13M | 298k | 44.86 | |
Microsoft Corporation (MSFT) | 1.7 | $13M | 82k | 157.70 | |
iShares Lehman MBS Bond Fund (MBB) | 1.7 | $13M | 118k | 108.06 | |
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf (EMLC) | 1.4 | $10M | 306k | 34.01 | |
Spdr Series Trust equity (IBND) | 1.2 | $8.6M | 253k | 34.16 | |
Amazon (AMZN) | 1.0 | $7.6M | 4.1k | 1847.74 | |
Invesco International Corporat etf (PICB) | 0.9 | $7.0M | 259k | 27.14 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.8 | $5.7M | 63k | 91.32 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.8 | $5.6M | 90k | 62.28 | |
Ishares Inc emrg mrk lc bd (LEMB) | 0.7 | $5.5M | 125k | 43.89 | |
SPDR Barclays Capital Mortgage Back ETF (SPMB) | 0.7 | $5.4M | 209k | 26.11 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.7 | $5.2M | 45k | 114.56 | |
Ishares Inc msci india index (INDA) | 0.7 | $5.0M | 142k | 35.15 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $4.8M | 35k | 139.39 | |
Johnson & Johnson (JNJ) | 0.6 | $4.6M | 32k | 145.88 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.6 | $4.4M | 83k | 53.18 | |
Facebook Inc cl a (META) | 0.6 | $4.4M | 22k | 205.26 | |
Alphabet Inc Class C cs (GOOG) | 0.6 | $4.4M | 3.3k | 1337.09 | |
iShares Barclays Credit Bond Fund (USIG) | 0.5 | $4.1M | 70k | 58.30 | |
Vanguard Growth ETF (VUG) | 0.5 | $4.0M | 22k | 182.19 | |
Alphabet Inc Class A cs (GOOGL) | 0.5 | $3.9M | 2.9k | 1339.36 | |
Visa (V) | 0.5 | $3.6M | 19k | 187.88 | |
Berkshire Hathaway (BRK.B) | 0.5 | $3.5M | 16k | 226.51 | |
Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.5 | $3.5M | 24k | 145.65 | |
Procter & Gamble Company (PG) | 0.5 | $3.4M | 27k | 124.88 | |
Intel Corporation (INTC) | 0.4 | $3.2M | 53k | 59.85 | |
iShares MSCI South Korea Index Fund (EWY) | 0.4 | $3.2M | 51k | 62.18 | |
Ishares Inc etp (EWT) | 0.4 | $3.2M | 79k | 41.13 | |
At&t (T) | 0.4 | $3.2M | 81k | 39.08 | |
iShares MSCI EAFE Growth Index (EFG) | 0.4 | $3.0M | 35k | 86.46 | |
Vanguard Long Term Corporate Bond ETF (VCLT) | 0.4 | $3.0M | 30k | 101.35 | |
MasterCard Incorporated (MA) | 0.4 | $2.8M | 9.4k | 298.63 | |
Bank of America Corporation (BAC) | 0.4 | $2.8M | 80k | 35.22 | |
Ishares Inc core msci emkt (IEMG) | 0.4 | $2.9M | 53k | 53.76 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.4 | $2.8M | 34k | 81.02 | |
Vanguard Mega Cap 300 Value Index ETF (MGV) | 0.4 | $2.7M | 30k | 87.19 | |
UnitedHealth (UNH) | 0.3 | $2.6M | 9.0k | 293.99 | |
D Ishares (EEMS) | 0.3 | $2.6M | 57k | 45.25 | |
Home Depot (HD) | 0.3 | $2.5M | 12k | 218.37 | |
Pfizer (PFE) | 0.3 | $2.5M | 65k | 39.18 | |
Walt Disney Company (DIS) | 0.3 | $2.5M | 17k | 144.61 | |
Cisco Systems (CSCO) | 0.3 | $2.5M | 53k | 47.96 | |
Chevron Corporation (CVX) | 0.3 | $2.4M | 20k | 120.51 | |
Verizon Communications (VZ) | 0.3 | $2.4M | 40k | 61.39 | |
Alibaba Group Holding (BABA) | 0.3 | $2.5M | 12k | 212.11 | |
Coca-Cola Company (KO) | 0.3 | $2.4M | 43k | 55.35 | |
Merck & Co (MRK) | 0.3 | $2.4M | 26k | 90.93 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.3 | $2.4M | 19k | 125.75 | |
SPDR Gold Trust (GLD) | 0.3 | $2.3M | 16k | 142.93 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.3 | $2.4M | 28k | 84.62 | |
Amarin Corporation (AMRN) | 0.3 | $2.1M | 100k | 21.44 | |
Vanguard Small-Cap ETF (VB) | 0.3 | $2.2M | 13k | 165.62 | |
Wal-Mart Stores (WMT) | 0.3 | $2.1M | 17k | 118.85 | |
Pepsi (PEP) | 0.3 | $2.0M | 15k | 136.66 | |
iShares MSCI EAFE Value Index (EFV) | 0.3 | $2.0M | 40k | 49.94 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.3 | $2.0M | 18k | 111.12 | |
Enterprise Products Partners (EPD) | 0.3 | $1.9M | 69k | 28.16 | |
Abbvie (ABBV) | 0.2 | $1.8M | 21k | 88.56 | |
McDonald's Corporation (MCD) | 0.2 | $1.8M | 9.2k | 197.66 | |
Boeing Company (BA) | 0.2 | $1.8M | 5.6k | 325.78 | |
Citigroup (C) | 0.2 | $1.8M | 22k | 79.87 | |
Invesco Curncyshs Japanese Y japanese yen (FXY) | 0.2 | $1.8M | 20k | 87.41 | |
Comcast Corporation (CMCSA) | 0.2 | $1.7M | 39k | 44.97 | |
Abbott Laboratories (ABT) | 0.2 | $1.7M | 20k | 86.83 | |
Oracle Corporation (ORCL) | 0.2 | $1.7M | 33k | 52.99 | |
NVIDIA Corporation (NVDA) | 0.2 | $1.6M | 6.9k | 235.28 | |
Amgen (AMGN) | 0.2 | $1.6M | 6.7k | 241.07 | |
Exxon Mobil Corporation (XOM) | 0.2 | $1.6M | 22k | 69.78 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $1.5M | 4.7k | 329.90 | |
Toyota Motor Corporation (TM) | 0.2 | $1.6M | 11k | 140.52 | |
Novartis (NVS) | 0.2 | $1.4M | 15k | 94.67 | |
Lockheed Martin Corporation (LMT) | 0.2 | $1.4M | 3.7k | 389.30 | |
Honeywell International (HON) | 0.2 | $1.4M | 8.0k | 177.04 | |
Philip Morris International (PM) | 0.2 | $1.4M | 17k | 85.11 | |
Texas Instruments Incorporated (TXN) | 0.2 | $1.4M | 11k | 128.27 | |
Netflix (NFLX) | 0.2 | $1.4M | 4.4k | 323.52 | |
Ishares Msci Japan (EWJ) | 0.2 | $1.4M | 24k | 59.23 | |
Eli Lilly & Co. (LLY) | 0.2 | $1.4M | 11k | 131.39 | |
Nike (NKE) | 0.2 | $1.3M | 13k | 101.32 | |
Accenture (ACN) | 0.2 | $1.4M | 6.5k | 210.53 | |
SPDR S&P Emerging Markets Small Cap (EWX) | 0.2 | $1.4M | 30k | 46.07 | |
Northrop Grumman Corporation (NOC) | 0.2 | $1.3M | 3.7k | 343.91 | |
Nextera Energy (NEE) | 0.2 | $1.3M | 5.2k | 242.25 | |
Starbucks Corporation (SBUX) | 0.2 | $1.3M | 14k | 87.95 | |
New Residential Investment (RITM) | 0.2 | $1.3M | 78k | 16.11 | |
Paypal Holdings (PYPL) | 0.2 | $1.3M | 12k | 108.19 | |
Costco Wholesale Corporation (COST) | 0.2 | $1.2M | 3.9k | 294.04 | |
Bristol Myers Squibb (BMY) | 0.2 | $1.2M | 19k | 64.19 | |
Union Pacific Corporation (UNP) | 0.2 | $1.2M | 6.8k | 180.79 | |
Medtronic (MDT) | 0.2 | $1.2M | 11k | 113.45 | |
Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | 3.3k | 324.86 | |
Altria (MO) | 0.1 | $1.1M | 22k | 49.90 | |
Qualcomm (QCOM) | 0.1 | $1.1M | 12k | 88.25 | |
salesforce (CRM) | 0.1 | $1.1M | 6.9k | 162.68 | |
Broadcom (AVGO) | 0.1 | $1.1M | 3.6k | 316.15 | |
Taiwan Semiconductor Mfg (TSM) | 0.1 | $1.0M | 18k | 58.09 | |
American Express Company (AXP) | 0.1 | $1.0M | 8.4k | 124.48 | |
Fidelity National Information Services (FIS) | 0.1 | $1.1M | 7.8k | 139.10 | |
United Technologies Corporation | 0.1 | $1.1M | 7.1k | 149.77 | |
Lowe's Companies (LOW) | 0.1 | $1.1M | 8.8k | 119.71 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $1.1M | 2.2k | 485.14 | |
U.S. Bancorp (USB) | 0.1 | $972k | 16k | 59.27 | |
3M Company (MMM) | 0.1 | $975k | 5.5k | 176.41 | |
Automatic Data Processing (ADP) | 0.1 | $997k | 5.8k | 170.51 | |
International Business Machines (IBM) | 0.1 | $959k | 7.2k | 134.03 | |
Snap Inc cl a (SNAP) | 0.1 | $935k | 57k | 16.34 | |
Cme (CME) | 0.1 | $888k | 4.4k | 200.63 | |
Danaher Corporation (DHR) | 0.1 | $885k | 5.8k | 153.51 | |
Sap (SAP) | 0.1 | $931k | 6.9k | 134.00 | |
Marathon Oil Corporation (MRO) | 0.1 | $892k | 66k | 13.57 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.1 | $914k | 6.7k | 135.43 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $904k | 20k | 44.46 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $886k | 5.6k | 158.81 | |
American Tower Reit (AMT) | 0.1 | $932k | 4.1k | 229.90 | |
Cigna Corp (CI) | 0.1 | $869k | 4.3k | 204.47 | |
BlackRock (BLK) | 0.1 | $800k | 1.6k | 502.83 | |
Goldman Sachs (GS) | 0.1 | $821k | 3.6k | 230.04 | |
United Parcel Service (UPS) | 0.1 | $806k | 6.9k | 117.07 | |
Nutanix Inc cl a (NTNX) | 0.1 | $814k | 26k | 31.25 | |
Booking Holdings (BKNG) | 0.1 | $807k | 393.00 | 2053.44 | |
HSBC Holdings (HSBC) | 0.1 | $714k | 18k | 39.10 | |
Caterpillar (CAT) | 0.1 | $756k | 5.1k | 147.63 | |
Waste Management (WM) | 0.1 | $742k | 6.5k | 114.01 | |
AstraZeneca (AZN) | 0.1 | $744k | 15k | 49.85 | |
Raytheon Company | 0.1 | $725k | 3.3k | 219.70 | |
Sanofi-Aventis SA (SNY) | 0.1 | $728k | 15k | 50.18 | |
Stryker Corporation (SYK) | 0.1 | $720k | 3.4k | 209.91 | |
Unilever | 0.1 | $747k | 13k | 57.46 | |
Total (TTE) | 0.1 | $768k | 14k | 55.28 | |
TJX Companies (TJX) | 0.1 | $777k | 13k | 61.10 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $726k | 6.1k | 119.19 | |
Duke Energy (DUK) | 0.1 | $748k | 8.2k | 91.15 | |
Anthem (ELV) | 0.1 | $757k | 2.5k | 301.95 | |
S&p Global (SPGI) | 0.1 | $728k | 2.7k | 272.86 | |
BP (BP) | 0.1 | $709k | 19k | 37.75 | |
PNC Financial Services (PNC) | 0.1 | $666k | 4.2k | 159.60 | |
Dominion Resources (D) | 0.1 | $638k | 7.7k | 82.85 | |
SYSCO Corporation (SYY) | 0.1 | $651k | 7.6k | 85.60 | |
Becton, Dickinson and (BDX) | 0.1 | $704k | 2.6k | 272.02 | |
GlaxoSmithKline | 0.1 | $686k | 15k | 46.98 | |
Intuitive Surgical (ISRG) | 0.1 | $701k | 1.2k | 591.56 | |
Royal Dutch Shell | 0.1 | $698k | 12k | 59.00 | |
Target Corporation (TGT) | 0.1 | $704k | 5.5k | 128.23 | |
Gilead Sciences (GILD) | 0.1 | $665k | 10k | 65.02 | |
Illinois Tool Works (ITW) | 0.1 | $662k | 3.7k | 179.70 | |
Novo Nordisk A/S (NVO) | 0.1 | $658k | 11k | 57.88 | |
Fiserv (FI) | 0.1 | $640k | 5.5k | 115.67 | |
Intuit (INTU) | 0.1 | $669k | 2.6k | 261.84 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.1 | $651k | 5.9k | 110.19 | |
Mondelez Int (MDLZ) | 0.1 | $679k | 12k | 55.10 | |
Asml Holding (ASML) | 0.1 | $642k | 2.2k | 295.72 | |
Crown Castle Intl (CCI) | 0.1 | $649k | 4.6k | 142.14 | |
Invesco India Exchg Tred Fd india etf (PIN) | 0.1 | $668k | 34k | 19.86 | |
CSX Corporation (CSX) | 0.1 | $617k | 8.5k | 72.34 | |
Sony Corporation (SONY) | 0.1 | $609k | 9.0k | 67.95 | |
Pulte (PHM) | 0.1 | $596k | 15k | 38.83 | |
General Electric Company | 0.1 | $585k | 52k | 11.16 | |
Sherwin-Williams Company (SHW) | 0.1 | $581k | 996.00 | 583.33 | |
Morgan Stanley (MS) | 0.1 | $569k | 11k | 51.08 | |
CVS Caremark Corporation (CVS) | 0.1 | $581k | 7.8k | 74.26 | |
Diageo (DEO) | 0.1 | $599k | 3.6k | 168.45 | |
Rio Tinto (RIO) | 0.1 | $601k | 10k | 59.31 | |
Royal Dutch Shell | 0.1 | $583k | 9.7k | 60.00 | |
American Electric Power Company (AEP) | 0.1 | $566k | 6.0k | 94.46 | |
Southern Company (SO) | 0.1 | $617k | 9.7k | 63.65 | |
Humana (HUM) | 0.1 | $586k | 1.6k | 366.48 | |
BHP Billiton (BHP) | 0.1 | $561k | 10k | 54.74 | |
Energy Transfer Equity (ET) | 0.1 | $625k | 49k | 12.84 | |
Tesla Motors (TSLA) | 0.1 | $620k | 1.5k | 418.07 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $609k | 5.3k | 113.85 | |
iShares Barclays Agency Bond Fund (AGZ) | 0.1 | $583k | 5.0k | 115.51 | |
Vanguard Mega Cap 300 Index (MGC) | 0.1 | $627k | 5.6k | 111.69 | |
Chubb (CB) | 0.1 | $572k | 3.7k | 155.60 | |
Linde | 0.1 | $596k | 2.8k | 212.78 | |
Truist Financial Corp equities (TFC) | 0.1 | $618k | 11k | 56.31 | |
BHP Billiton | 0.1 | $537k | 11k | 47.03 | |
Charles Schwab Corporation (SCHW) | 0.1 | $536k | 11k | 47.54 | |
Ecolab (ECL) | 0.1 | $497k | 2.6k | 192.86 | |
Norfolk Southern (NSC) | 0.1 | $545k | 2.8k | 194.16 | |
Boston Scientific Corporation (BSX) | 0.1 | $545k | 12k | 45.19 | |
Capital One Financial (COF) | 0.1 | $503k | 4.9k | 102.99 | |
Colgate-Palmolive Company (CL) | 0.1 | $523k | 7.6k | 68.87 | |
ConocoPhillips (COP) | 0.1 | $520k | 8.0k | 64.99 | |
Marsh & McLennan Companies (MMC) | 0.1 | $549k | 4.9k | 111.43 | |
AutoZone (AZO) | 0.1 | $486k | 408.00 | 1191.18 | |
Applied Materials (AMAT) | 0.1 | $517k | 8.5k | 61.08 | |
British American Tobac (BTI) | 0.1 | $551k | 13k | 42.45 | |
iShares MSCI Brazil Index (EWZ) | 0.1 | $507k | 11k | 47.41 | |
Prologis (PLD) | 0.1 | $491k | 5.5k | 89.06 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $520k | 3.9k | 132.28 | |
Intercontinental Exchange (ICE) | 0.1 | $514k | 5.6k | 92.60 | |
Monster Beverage Corp (MNST) | 0.1 | $553k | 8.7k | 63.56 | |
Clearway Energy Inc cl c (CWEN) | 0.1 | $499k | 25k | 19.96 | |
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 0.1 | $551k | 5.0k | 109.63 | |
Vale (VALE) | 0.1 | $455k | 35k | 13.19 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $473k | 9.4k | 50.31 | |
FedEx Corporation (FDX) | 0.1 | $435k | 2.9k | 151.04 | |
Baxter International (BAX) | 0.1 | $426k | 5.1k | 83.53 | |
Edwards Lifesciences (EW) | 0.1 | $463k | 2.0k | 233.48 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $477k | 3.5k | 137.58 | |
Ross Stores (ROST) | 0.1 | $476k | 4.1k | 116.35 | |
Emerson Electric (EMR) | 0.1 | $454k | 6.0k | 76.21 | |
Air Products & Chemicals (APD) | 0.1 | $456k | 1.9k | 235.17 | |
Deere & Company (DE) | 0.1 | $450k | 2.6k | 173.21 | |
Biogen Idec (BIIB) | 0.1 | $475k | 1.6k | 296.50 | |
Mitsubishi UFJ Financial (MUFG) | 0.1 | $415k | 77k | 5.43 | |
Marriott International (MAR) | 0.1 | $438k | 2.9k | 151.30 | |
Enbridge (ENB) | 0.1 | $479k | 12k | 39.80 | |
Unilever (UL) | 0.1 | $468k | 8.2k | 57.21 | |
TransDigm Group Incorporated (TDG) | 0.1 | $445k | 795.00 | 559.75 | |
iShares S&P 100 Index (OEF) | 0.1 | $432k | 3.0k | 144.00 | |
Vanguard Total Bond Market ETF (BND) | 0.1 | $437k | 5.2k | 83.84 | |
General Motors Company (GM) | 0.1 | $430k | 12k | 36.62 | |
O'reilly Automotive (ORLY) | 0.1 | $422k | 963.00 | 438.21 | |
Hca Holdings (HCA) | 0.1 | $475k | 3.2k | 147.79 | |
Aon | 0.1 | $459k | 2.2k | 208.26 | |
Phillips 66 (PSX) | 0.1 | $468k | 4.2k | 111.48 | |
Metropcs Communications (TMUS) | 0.1 | $419k | 5.3k | 78.41 | |
Equinix (EQIX) | 0.1 | $456k | 781.00 | 583.87 | |
Sba Communications Corp (SBAC) | 0.1 | $456k | 1.9k | 241.14 | |
Clearway Energy Inc cl a (CWEN.A) | 0.1 | $478k | 25k | 19.12 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $388k | 6.3k | 62.06 | |
Progressive Corporation (PGR) | 0.1 | $376k | 5.2k | 72.47 | |
Consolidated Edison (ED) | 0.1 | $374k | 4.1k | 90.45 | |
Paychex (PAYX) | 0.1 | $388k | 4.6k | 85.03 | |
Travelers Companies (TRV) | 0.1 | $373k | 2.7k | 137.13 | |
V.F. Corporation (VFC) | 0.1 | $397k | 4.0k | 99.67 | |
AFLAC Incorporated (AFL) | 0.1 | $373k | 7.1k | 52.86 | |
Analog Devices (ADI) | 0.1 | $409k | 3.4k | 118.90 | |
Valero Energy Corporation (VLO) | 0.1 | $365k | 3.9k | 93.59 | |
Yum! Brands (YUM) | 0.1 | $345k | 3.4k | 100.58 | |
Allstate Corporation (ALL) | 0.1 | $387k | 3.4k | 112.53 | |
Berkshire Hathaway (BRK.A) | 0.1 | $340k | 1.00 | 340000.00 | |
eBay (EBAY) | 0.1 | $389k | 11k | 36.12 | |
Exelon Corporation (EXC) | 0.1 | $349k | 7.7k | 45.61 | |
EOG Resources (EOG) | 0.1 | $364k | 4.3k | 83.85 | |
General Dynamics Corporation (GD) | 0.1 | $405k | 2.3k | 176.55 | |
Public Service Enterprise (PEG) | 0.1 | $371k | 6.3k | 59.09 | |
Sempra Energy (SRE) | 0.1 | $343k | 2.3k | 151.57 | |
Xcel Energy (XEL) | 0.1 | $362k | 5.7k | 63.41 | |
Delta Air Lines (DAL) | 0.1 | $351k | 6.0k | 58.45 | |
Activision Blizzard | 0.1 | $346k | 5.8k | 59.48 | |
Estee Lauder Companies (EL) | 0.1 | $351k | 1.7k | 206.59 | |
Illumina (ILMN) | 0.1 | $392k | 1.2k | 331.64 | |
Lam Research Corporation (LRCX) | 0.1 | $393k | 1.3k | 292.19 | |
Southwest Airlines (LUV) | 0.1 | $348k | 6.5k | 53.95 | |
MetLife (MET) | 0.1 | $338k | 6.6k | 51.02 | |
KLA-Tencor Corporation (KLAC) | 0.1 | $345k | 1.9k | 178.29 | |
Rbc Cad (RY) | 0.1 | $385k | 4.9k | 79.14 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $352k | 2.0k | 176.00 | |
Oneok (OKE) | 0.1 | $337k | 4.5k | 75.61 | |
Dollar General (DG) | 0.1 | $384k | 2.5k | 156.16 | |
Vanguard Value ETF (VTV) | 0.1 | $397k | 3.3k | 119.79 | |
Sumitomo Mitsui Financial Grp (SMFG) | 0.1 | $395k | 53k | 7.42 | |
Takeda Pharmaceutical (TAK) | 0.1 | $364k | 19k | 19.71 | |
iShares MSCI Jpan Smll Cap Ind Fund (SCJ) | 0.1 | $400k | 5.4k | 74.21 | |
Vanguard Sht Term Govt Bond ETF (VGSH) | 0.1 | $339k | 5.6k | 60.82 | |
Servicenow (NOW) | 0.1 | $389k | 1.4k | 282.09 | |
Eaton (ETN) | 0.1 | $350k | 3.7k | 94.65 | |
Walgreen Boots Alliance (WBA) | 0.1 | $348k | 5.9k | 58.98 | |
Allergan | 0.1 | $378k | 2.0k | 191.30 | |
Fortive (FTV) | 0.1 | $347k | 4.5k | 76.30 | |
Thomson Reuters Corp | 0.1 | $367k | 5.1k | 71.68 | |
L3harris Technologies (LHX) | 0.1 | $376k | 1.9k | 197.89 | |
China Mobile | 0.0 | $275k | 6.5k | 42.25 | |
Cnooc | 0.0 | $286k | 1.7k | 166.47 | |
Corning Incorporated (GLW) | 0.0 | $302k | 10k | 29.08 | |
Moody's Corporation (MCO) | 0.0 | $314k | 1.3k | 237.16 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $321k | 1.5k | 218.81 | |
Autodesk (ADSK) | 0.0 | $306k | 1.7k | 183.67 | |
Microchip Technology (MCHP) | 0.0 | $296k | 2.8k | 104.67 | |
PPG Industries (PPG) | 0.0 | $271k | 2.0k | 133.30 | |
Royal Caribbean Cruises (RCL) | 0.0 | $300k | 2.2k | 133.45 | |
Global Payments (GPN) | 0.0 | $309k | 1.7k | 182.30 | |
Verisign (VRSN) | 0.0 | $262k | 1.4k | 192.65 | |
Electronic Arts (EA) | 0.0 | $319k | 3.0k | 107.59 | |
Regions Financial Corporation (RF) | 0.0 | $269k | 16k | 17.14 | |
Las Vegas Sands (LVS) | 0.0 | $301k | 4.4k | 69.08 | |
Mettler-Toledo International (MTD) | 0.0 | $328k | 413.00 | 794.19 | |
Synopsys (SNPS) | 0.0 | $267k | 1.9k | 138.99 | |
Koninklijke Philips Electronics NV (PHG) | 0.0 | $290k | 5.9k | 48.79 | |
Honda Motor (HMC) | 0.0 | $328k | 12k | 28.32 | |
Parker-Hannifin Corporation (PH) | 0.0 | $308k | 1.5k | 205.88 | |
Alleghany Corporation | 0.0 | $294k | 368.00 | 798.91 | |
iShares S&P 500 Index (IVV) | 0.0 | $323k | 1.0k | 323.00 | |
Ford Motor Company (F) | 0.0 | $278k | 30k | 9.30 | |
Canon (CAJPY) | 0.0 | $282k | 10k | 27.35 | |
Anheuser-Busch InBev NV (BUD) | 0.0 | $326k | 4.0k | 82.12 | |
Cintas Corporation (CTAS) | 0.0 | $307k | 1.1k | 269.06 | |
Prudential Financial (PRU) | 0.0 | $316k | 3.4k | 93.82 | |
CoStar (CSGP) | 0.0 | $267k | 447.00 | 597.32 | |
PPL Corporation (PPL) | 0.0 | $279k | 7.8k | 35.89 | |
Constellation Brands (STZ) | 0.0 | $291k | 1.5k | 190.07 | |
Zimmer Holdings (ZBH) | 0.0 | $262k | 1.8k | 149.71 | |
Amphenol Corporation (APH) | 0.0 | $322k | 3.0k | 108.31 | |
Micron Technology (MU) | 0.0 | $318k | 5.9k | 53.83 | |
Celanese Corporation (CE) | 0.0 | $275k | 2.2k | 123.10 | |
STMicroelectronics (STM) | 0.0 | $267k | 9.9k | 26.94 | |
Essex Property Trust (ESS) | 0.0 | $299k | 994.00 | 300.80 | |
Banco Itau Holding Financeira (ITUB) | 0.0 | $292k | 32k | 9.16 | |
Abb (ABBNY) | 0.0 | $331k | 14k | 24.12 | |
ING Groep (ING) | 0.0 | $265k | 22k | 12.07 | |
Realty Income (O) | 0.0 | $318k | 4.3k | 73.56 | |
Tor Dom Bk Cad (TD) | 0.0 | $319k | 5.7k | 56.16 | |
American International (AIG) | 0.0 | $315k | 6.1k | 51.32 | |
American Water Works (AWK) | 0.0 | $268k | 2.2k | 122.94 | |
Simon Property (SPG) | 0.0 | $308k | 2.1k | 148.94 | |
Vanguard Small-Cap Value ETF (VBR) | 0.0 | $315k | 2.3k | 136.90 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $298k | 6.8k | 44.02 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $271k | 1.7k | 163.35 | |
Industries N shs - a - (LYB) | 0.0 | $269k | 2.8k | 94.45 | |
FleetCor Technologies | 0.0 | $287k | 996.00 | 288.15 | |
Motorola Solutions (MSI) | 0.0 | $265k | 1.6k | 160.90 | |
Vanguard European ETF (VGK) | 0.0 | $330k | 5.6k | 58.66 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $274k | 7.3k | 37.59 | |
Kinder Morgan (KMI) | 0.0 | $309k | 15k | 21.19 | |
Marathon Petroleum Corp (MPC) | 0.0 | $280k | 4.7k | 60.20 | |
Ambev Sa- (ABEV) | 0.0 | $283k | 61k | 4.66 | |
Eversource Energy (ES) | 0.0 | $301k | 3.5k | 84.98 | |
Relx (RELX) | 0.0 | $274k | 11k | 25.25 | |
Welltower Inc Com reit (WELL) | 0.0 | $326k | 4.0k | 81.81 | |
Dow (DOW) | 0.0 | $294k | 5.4k | 54.67 | |
Dupont De Nemours (DD) | 0.0 | $312k | 4.9k | 64.14 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $202k | 13k | 15.06 | |
Hasbro (HAS) | 0.0 | $200k | 1.9k | 105.76 | |
Petroleo Brasileiro SA (PBR) | 0.0 | $236k | 15k | 15.97 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $203k | 4.7k | 43.63 | |
Annaly Capital Management | 0.0 | $191k | 20k | 9.41 | |
Hartford Financial Services (HIG) | 0.0 | $231k | 3.8k | 60.73 | |
State Street Corporation (STT) | 0.0 | $257k | 3.2k | 79.22 | |
TD Ameritrade Holding | 0.0 | $227k | 4.6k | 49.60 | |
Discover Financial Services (DFS) | 0.0 | $215k | 2.5k | 84.75 | |
Arthur J. Gallagher & Co. (AJG) | 0.0 | $237k | 2.5k | 95.33 | |
Nasdaq Omx (NDAQ) | 0.0 | $216k | 2.0k | 107.30 | |
Canadian Natl Ry (CNI) | 0.0 | $260k | 2.9k | 90.59 | |
Expeditors International of Washington (EXPD) | 0.0 | $202k | 2.6k | 77.99 | |
Republic Services (RSG) | 0.0 | $225k | 2.5k | 89.64 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $245k | 652.00 | 375.77 | |
Archer Daniels Midland Company (ADM) | 0.0 | $215k | 4.6k | 46.29 | |
ResMed (RMD) | 0.0 | $213k | 1.4k | 155.13 | |
Brookfield Asset Management | 0.0 | $249k | 4.3k | 57.80 | |
Carnival Corporation (CCL) | 0.0 | $226k | 4.4k | 50.83 | |
Cummins (CMI) | 0.0 | $226k | 1.3k | 178.94 | |
Digital Realty Trust (DLR) | 0.0 | $206k | 1.7k | 119.77 | |
Public Storage (PSA) | 0.0 | $261k | 1.2k | 212.89 | |
T. Rowe Price (TROW) | 0.0 | $234k | 1.9k | 121.81 | |
Best Buy (BBY) | 0.0 | $259k | 2.9k | 87.95 | |
Darden Restaurants (DRI) | 0.0 | $252k | 2.3k | 109.00 | |
Cincinnati Financial Corporation (CINF) | 0.0 | $203k | 1.9k | 105.29 | |
Xilinx | 0.0 | $241k | 2.5k | 97.97 | |
Waters Corporation (WAT) | 0.0 | $219k | 939.00 | 233.23 | |
Schlumberger (SLB) | 0.0 | $253k | 6.3k | 40.23 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $238k | 2.8k | 85.34 | |
Markel Corporation (MKL) | 0.0 | $211k | 185.00 | 1140.54 | |
Dollar Tree (DLTR) | 0.0 | $212k | 2.3k | 94.22 | |
Msci (MSCI) | 0.0 | $258k | 1.0k | 258.00 | |
Omni (OMC) | 0.0 | $204k | 2.5k | 81.21 | |
AvalonBay Communities (AVB) | 0.0 | $255k | 1.2k | 209.70 | |
Paccar (PCAR) | 0.0 | $234k | 3.0k | 79.13 | |
Roper Industries (ROP) | 0.0 | $234k | 660.00 | 354.55 | |
Verisk Analytics (VRSK) | 0.0 | $241k | 1.6k | 149.50 | |
NVR (NVR) | 0.0 | $240k | 63.00 | 3809.52 | |
Domino's Pizza (DPZ) | 0.0 | $241k | 820.00 | 293.90 | |
Carlisle Companies (CSL) | 0.0 | $217k | 1.3k | 161.70 | |
Ventas (VTR) | 0.0 | $236k | 4.1k | 57.70 | |
Advanced Micro Devices (AMD) | 0.0 | $219k | 4.8k | 45.88 | |
NetEase (NTES) | 0.0 | $251k | 820.00 | 306.10 | |
Entergy Corporation (ETR) | 0.0 | $202k | 1.7k | 119.60 | |
Edison International (EIX) | 0.0 | $240k | 3.2k | 75.54 | |
Eni S.p.A. (E) | 0.0 | $201k | 6.5k | 30.91 | |
Seagate Technology Com Stk | 0.0 | $218k | 3.7k | 59.40 | |
Mizuho Financial (MFG) | 0.0 | $200k | 65k | 3.09 | |
Align Technology (ALGN) | 0.0 | $222k | 794.00 | 279.60 | |
Chipotle Mexican Grill (CMG) | 0.0 | $203k | 243.00 | 835.39 | |
DTE Energy Company (DTE) | 0.0 | $202k | 1.6k | 129.65 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $229k | 1.7k | 133.06 | |
MarketAxess Holdings (MKTX) | 0.0 | $201k | 531.00 | 378.53 | |
Nordson Corporation (NDSN) | 0.0 | $207k | 1.3k | 162.86 | |
Banco Santander (SAN) | 0.0 | $259k | 63k | 4.15 | |
Teleflex Incorporated (TFX) | 0.0 | $214k | 569.00 | 376.10 | |
Westpac Banking Corporation | 0.0 | $258k | 15k | 16.97 | |
Lululemon Athletica (LULU) | 0.0 | $227k | 982.00 | 231.16 | |
Skyworks Solutions (SWKS) | 0.0 | $200k | 1.7k | 120.77 | |
Bk Nova Cad (BNS) | 0.0 | $256k | 4.5k | 56.40 | |
Church & Dwight (CHD) | 0.0 | $201k | 2.9k | 70.30 | |
Lloyds TSB (LYG) | 0.0 | $238k | 72k | 3.31 | |
Ametek (AME) | 0.0 | $216k | 2.2k | 99.72 | |
Bank Of Montreal Cadcom (BMO) | 0.0 | $216k | 2.8k | 77.67 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $248k | 2.2k | 112.57 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $227k | 1.8k | 127.46 | |
Ecopetrol (EC) | 0.0 | $228k | 11k | 19.94 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $227k | 4.9k | 46.36 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $259k | 1.3k | 198.32 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $249k | 1.4k | 178.11 | |
Hldgs (UAL) | 0.0 | $228k | 2.6k | 88.06 | |
Vanguard Lg Term Govt Bd ETF (VGLT) | 0.0 | $201k | 2.4k | 83.37 | |
Orange Sa (ORAN) | 0.0 | $210k | 14k | 14.59 | |
Sirius Xm Holdings (SIRI) | 0.0 | $234k | 33k | 7.16 | |
Vodafone Group New Adr F (VOD) | 0.0 | $247k | 13k | 19.36 | |
Ubs Group (UBS) | 0.0 | $223k | 18k | 12.56 | |
Wec Energy Group (WEC) | 0.0 | $232k | 2.5k | 92.39 | |
Hp (HPQ) | 0.0 | $256k | 12k | 20.59 | |
Ionis Pharmaceuticals (IONS) | 0.0 | $206k | 3.4k | 60.34 | |
Johnson Controls International Plc equity (JCI) | 0.0 | $213k | 5.2k | 40.75 | |
Ishares Inc etp (EWM) | 0.0 | $207k | 7.3k | 28.46 | |
Ishares Msci Russia Capped E ishrmscirub | 0.0 | $248k | 5.8k | 42.63 | |
Yum China Holdings (YUMC) | 0.0 | $215k | 4.5k | 48.03 | |
Hilton Worldwide Holdings (HLT) | 0.0 | $231k | 2.1k | 111.11 | |
National Grid (NGG) | 0.0 | $209k | 3.3k | 62.74 | |
Iqvia Holdings (IQV) | 0.0 | $229k | 1.5k | 154.83 | |
Equinor Asa (EQNR) | 0.0 | $246k | 12k | 19.91 | |
Tc Energy Corp (TRP) | 0.0 | $216k | 4.1k | 53.28 | |
Banco Santander (BSBR) | 0.0 | $145k | 12k | 12.13 | |
Petroleo Brasileiro SA (PBR.A) | 0.0 | $176k | 12k | 14.92 | |
ICICI Bank (IBN) | 0.0 | $169k | 11k | 15.12 | |
CenturyLink | 0.0 | $157k | 12k | 13.24 | |
Telefonaktiebolaget LM Ericsson (ERIC) | 0.0 | $136k | 15k | 8.81 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $156k | 12k | 13.12 | |
Barclays (BCS) | 0.0 | $115k | 12k | 9.52 | |
Companhia de Saneamento Basi (SBS) | 0.0 | $152k | 10k | 15.05 | |
Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.0 | $116k | 21k | 5.56 | |
Banco Bradesco SA (BBD) | 0.0 | $184k | 21k | 8.93 | |
Royal Bank of Scotland | 0.0 | $124k | 19k | 6.46 | |
Fiat Chrysler Auto | 0.0 | $169k | 12k | 14.69 | |
Prospect Capital Corp conv | 0.0 | $136k | 135k | 1.01 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $178k | 11k | 15.83 | |
Amcor (AMCR) | 0.0 | $155k | 14k | 10.87 | |
Infosys Technologies (INFY) | 0.0 | $111k | 11k | 10.34 | |
Nokia Corporation (NOK) | 0.0 | $57k | 15k | 3.73 | |
Aegon | 0.0 | $81k | 18k | 4.54 | |
Telefonica (TEF) | 0.0 | $86k | 12k | 6.96 | |
Nomura Holdings (NMR) | 0.0 | $67k | 13k | 5.18 | |
MFA Mortgage Investments | 0.0 | $88k | 12k | 7.68 | |
Banco Bradesco S A cmn (BBDO) | 0.0 | $90k | 10k | 8.70 | |
Sprint | 0.0 | $75k | 15k | 5.19 | |
Vareit, Inc reits | 0.0 | $104k | 11k | 9.23 | |
Castlight Health | 0.0 | $30k | 10k | 3.00 | |
Tcp Capital Corp convertible security | 0.0 | $15k | 15k | 1.00 |