Sowa Financial Group as of Dec. 31, 2019
Portfolio Holdings for Sowa Financial Group
Sowa Financial Group holds 374 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 |
|---|---|---|---|---|---|
| iShares Gold Trust | 7.7 | $9.5M | 655k | 14.50 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 6.0 | $7.3M | 195k | 37.59 | |
| Ishares Inc emrgmkt dividx (DVYE) | 5.8 | $7.2M | 176k | 40.62 | |
| Apple (AAPL) | 5.3 | $6.5M | 22k | 293.64 | |
| iShares Dow Jones US Healthcare (IYH) | 5.2 | $6.4M | 30k | 215.71 | |
| Spdr S&p 500 Etf (SPY) | 5.0 | $6.1M | 19k | 321.89 | |
| Piedmont Office Realty Trust (PDM) | 4.7 | $5.7M | 257k | 22.24 | |
| Ishares High Dividend Equity F (HDV) | 4.2 | $5.1M | 52k | 98.07 | |
| iShares S&P NA Nat. Re. Sc. Idx (IGE) | 4.1 | $5.1M | 169k | 30.10 | |
| iShares S&P 1500 Index Fund (ITOT) | 3.7 | $4.6M | 63k | 72.69 | |
| Visa (V) | 3.5 | $4.3M | 23k | 187.89 | |
| Lattice Strategies Tr dev mk x us st (RODM) | 3.4 | $4.1M | 140k | 29.37 | |
| iShares Dow Jones US Financial (IYF) | 3.2 | $4.0M | 29k | 137.78 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 2.4 | $2.9M | 26k | 113.91 | |
| Ishares Tr core div grwth (DGRO) | 2.1 | $2.6M | 63k | 42.08 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 2.0 | $2.5M | 21k | 116.98 | |
| iShares MSCI EAFE Index Fund (EFA) | 2.0 | $2.5M | 36k | 69.45 | |
| iShares Russell Midcap Value Index (IWS) | 1.4 | $1.7M | 18k | 94.79 | |
| Invesco Db Agriculture Fund etp (DBA) | 1.4 | $1.7M | 103k | 16.56 | |
| Microsoft Corporation (MSFT) | 1.2 | $1.5M | 9.5k | 157.67 | |
| Invesco Qqq Trust Series 1 (QQQ) | 1.1 | $1.4M | 6.4k | 212.54 | |
| Eversource Energy (ES) | 1.1 | $1.3M | 15k | 85.07 | |
| Ishares Inc msci glb agri (VEGI) | 1.0 | $1.3M | 44k | 28.94 | |
| TJX Companies (TJX) | 1.0 | $1.2M | 20k | 61.06 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.9 | $1.1M | 20k | 58.36 | |
| Ishares Tr usa min vo (USMV) | 0.9 | $1.1M | 17k | 65.63 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.9 | $1.1M | 18k | 62.98 | |
| Technology SPDR (XLK) | 0.8 | $1.0M | 11k | 91.69 | |
| Utilities SPDR (XLU) | 0.8 | $994k | 15k | 64.60 | |
| iShares S&P 500 Index (IVV) | 0.8 | $959k | 3.0k | 323.33 | |
| Shopify Inc cl a (SHOP) | 0.7 | $800k | 2.0k | 397.61 | |
| WisdomTree MidCap Dividend Fund (DON) | 0.6 | $687k | 18k | 38.04 | |
| Verizon Communications (VZ) | 0.5 | $627k | 10k | 61.37 | |
| Altria (MO) | 0.5 | $588k | 12k | 49.88 | |
| Home Depot (HD) | 0.5 | $579k | 2.7k | 218.41 | |
| Consolidated Edison (ED) | 0.4 | $543k | 6.0k | 90.50 | |
| At&t (T) | 0.4 | $475k | 12k | 39.11 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.4 | $471k | 5.6k | 83.85 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.4 | $448k | 5.3k | 84.62 | |
| iShares S&P 500 Value Index (IVE) | 0.3 | $432k | 3.3k | 130.08 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $412k | 3.3k | 124.66 | |
| Fidelity msci utils index (FUTY) | 0.3 | $414k | 9.8k | 42.31 | |
| iShares Dow Jones US Consumer Ser. (IYC) | 0.3 | $410k | 1.8k | 228.29 | |
| Cisco Systems (CSCO) | 0.3 | $350k | 7.3k | 47.92 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $318k | 7.1k | 44.83 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $303k | 4.3k | 69.77 | |
| Walt Disney Company (DIS) | 0.2 | $287k | 2.0k | 144.51 | |
| WisdomTree SmallCap Dividend Fund (DES) | 0.2 | $284k | 9.9k | 28.69 | |
| General Dynamics Corporation (GD) | 0.2 | $271k | 1.5k | 176.09 | |
| Johnson & Johnson (JNJ) | 0.2 | $259k | 1.8k | 146.00 | |
| Deere & Company (DE) | 0.2 | $254k | 1.5k | 173.26 | |
| United Technologies Corporation | 0.2 | $259k | 1.7k | 149.54 | |
| Boeing Company (BA) | 0.2 | $246k | 754.00 | 326.26 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $246k | 863.00 | 285.05 | |
| Ishares Inc em mkt min vol (EEMV) | 0.2 | $234k | 4.0k | 58.65 | |
| Intel Corporation (INTC) | 0.2 | $210k | 3.5k | 60.00 | |
| iShares Russell 2000 Index (IWM) | 0.2 | $191k | 1.2k | 165.65 | |
| Ishares Tr Dec 2020 | 0.2 | $195k | 7.7k | 25.31 | |
| Ishares Tr ibnd dec21 etf | 0.2 | $198k | 7.9k | 24.96 | |
| Ishares Tr Ibonds December 2022 Corp Etf | 0.2 | $201k | 8.0k | 25.27 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $198k | 148.00 | 1337.84 | |
| Philip Morris International (PM) | 0.1 | $188k | 2.2k | 85.30 | |
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $186k | 1.7k | 112.12 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.1 | $171k | 1.6k | 110.04 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $173k | 1.4k | 126.00 | |
| CVS Caremark Corporation (CVS) | 0.1 | $150k | 2.0k | 74.22 | |
| SPDR Gold Trust (GLD) | 0.1 | $147k | 1.0k | 142.58 | |
| Vanguard Growth ETF (VUG) | 0.1 | $152k | 835.00 | 182.04 | |
| Ishares Em Corp Bond etf (CEMB) | 0.1 | $144k | 2.8k | 51.87 | |
| iShares Russell Midcap Index Fund (IWR) | 0.1 | $136k | 2.3k | 59.81 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $135k | 658.00 | 205.17 | |
| Vareit, Inc reits | 0.1 | $140k | 15k | 9.25 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.1 | $134k | 2.7k | 50.41 | |
| Barrick Gold Corp (GOLD) | 0.1 | $119k | 6.4k | 18.61 | |
| Coca-Cola Company (KO) | 0.1 | $121k | 2.2k | 55.20 | |
| Oracle Corporation (ORCL) | 0.1 | $127k | 2.4k | 52.83 | |
| Vanguard REIT ETF (VNQ) | 0.1 | $129k | 1.4k | 92.54 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $112k | 801.00 | 139.83 | |
| Bank of America Corporation (BAC) | 0.1 | $116k | 3.3k | 35.27 | |
| Ameren Corporation (AEE) | 0.1 | $115k | 1.5k | 76.67 | |
| Lowe's Companies (LOW) | 0.1 | $110k | 917.00 | 119.96 | |
| iShares Silver Trust (SLV) | 0.1 | $109k | 6.6k | 16.63 | |
| Kite Rlty Group Tr (KRG) | 0.1 | $113k | 5.8k | 19.51 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $102k | 450.00 | 226.67 | |
| Caterpillar (CAT) | 0.1 | $101k | 685.00 | 147.45 | |
| Procter & Gamble Company (PG) | 0.1 | $98k | 785.00 | 124.84 | |
| Estee Lauder Companies (EL) | 0.1 | $96k | 465.00 | 206.45 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $98k | 1.8k | 56.00 | |
| Wal-Mart Stores (WMT) | 0.1 | $84k | 709.00 | 118.48 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $90k | 773.00 | 116.43 | |
| Vanguard Utilities ETF (VPU) | 0.1 | $82k | 571.00 | 143.61 | |
| iShares Russell 3000 Growth Index (IUSG) | 0.1 | $88k | 1.3k | 67.69 | |
| Chevron Corporation (CVX) | 0.1 | $73k | 602.00 | 121.26 | |
| Raytheon Company | 0.1 | $70k | 320.00 | 218.75 | |
| Becton, Dickinson and (BDX) | 0.1 | $69k | 253.00 | 272.73 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $77k | 199.00 | 386.93 | |
| Nextera Energy (NEE) | 0.1 | $73k | 300.00 | 243.33 | |
| Southwest Airlines (LUV) | 0.1 | $70k | 1.3k | 53.80 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $74k | 2.4k | 30.71 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $69k | 421.00 | 163.90 | |
| iShares MSCI Germany Index Fund (EWG) | 0.1 | $76k | 2.6k | 29.29 | |
| Mondelez Int (MDLZ) | 0.1 | $72k | 1.3k | 55.00 | |
| Columbia Ppty Tr | 0.1 | $71k | 3.4k | 20.77 | |
| Pfizer (PFE) | 0.1 | $64k | 1.6k | 39.17 | |
| Automatic Data Processing (ADP) | 0.1 | $60k | 349.00 | 171.92 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $65k | 200.00 | 325.00 | |
| Allstate Corporation (ALL) | 0.1 | $56k | 500.00 | 112.00 | |
| Biogen Idec (BIIB) | 0.1 | $61k | 207.00 | 294.69 | |
| Starbucks Corporation (SBUX) | 0.1 | $66k | 750.00 | 88.00 | |
| Amazon (AMZN) | 0.1 | $59k | 32.00 | 1843.75 | |
| Realty Income (O) | 0.1 | $65k | 882.00 | 73.70 | |
| Ball Corporation (BALL) | 0.1 | $65k | 1.0k | 65.00 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $60k | 308.00 | 194.81 | |
| iShares MSCI EAFE Value Index (EFV) | 0.1 | $66k | 1.3k | 50.23 | |
| Global X Fds msci supdiv ea (EFAS) | 0.1 | $59k | 3.6k | 16.22 | |
| PNC Financial Services (PNC) | 0.0 | $45k | 285.00 | 157.89 | |
| McDonald's Corporation (MCD) | 0.0 | $55k | 280.00 | 196.43 | |
| Microchip Technology (MCHP) | 0.0 | $47k | 450.00 | 104.44 | |
| Honeywell International (HON) | 0.0 | $44k | 250.00 | 176.00 | |
| International Business Machines (IBM) | 0.0 | $47k | 352.00 | 133.52 | |
| Pepsi (PEP) | 0.0 | $51k | 370.00 | 137.84 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $49k | 380.00 | 128.95 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $51k | 290.00 | 175.86 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $48k | 890.00 | 53.93 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $52k | 39.00 | 1333.33 | |
| Goldman Sachs (GS) | 0.0 | $43k | 185.00 | 232.43 | |
| Costco Wholesale Corporation (COST) | 0.0 | $39k | 134.00 | 291.04 | |
| General Electric Company | 0.0 | $33k | 3.0k | 11.09 | |
| Morgan Stanley (MS) | 0.0 | $41k | 794.00 | 51.64 | |
| Capital One Financial (COF) | 0.0 | $41k | 400.00 | 102.50 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $39k | 889.00 | 43.87 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $32k | 300.00 | 106.67 | |
| SPDR DJ Wilshire Small Cap Value (SLYV) | 0.0 | $31k | 466.00 | 66.52 | |
| Facebook Inc cl a (META) | 0.0 | $42k | 203.00 | 206.90 | |
| Duke Energy (DUK) | 0.0 | $33k | 365.00 | 90.41 | |
| Eaton (ETN) | 0.0 | $38k | 400.00 | 95.00 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $31k | 234.00 | 132.48 | |
| Wisdomtree Tr blmbg us bull (USDU) | 0.0 | $33k | 1.2k | 27.03 | |
| Wisdomtree Tr eur hdg smlcap (OPPE) | 0.0 | $41k | 1.3k | 32.62 | |
| Real Estate Select Sect Spdr (XLRE) | 0.0 | $32k | 835.00 | 38.32 | |
| Victory Portfolios Ii Cemp Us Large Ca cemp us large ca (CDL) | 0.0 | $35k | 699.00 | 50.07 | |
| Fidelity low volity etf (FDLO) | 0.0 | $38k | 975.00 | 38.97 | |
| U.S. Bancorp (USB) | 0.0 | $30k | 500.00 | 60.00 | |
| FedEx Corporation (FDX) | 0.0 | $23k | 150.00 | 153.33 | |
| Waste Management (WM) | 0.0 | $22k | 192.00 | 114.58 | |
| Baxter International (BAX) | 0.0 | $20k | 237.00 | 84.39 | |
| Bristol Myers Squibb (BMY) | 0.0 | $26k | 410.00 | 63.41 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $19k | 137.00 | 138.69 | |
| SYSCO Corporation (SYY) | 0.0 | $22k | 258.00 | 85.27 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $26k | 78.00 | 333.33 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $20k | 190.00 | 105.26 | |
| Amgen (AMGN) | 0.0 | $22k | 93.00 | 236.56 | |
| ConocoPhillips (COP) | 0.0 | $23k | 359.00 | 64.07 | |
| Merck & Co (MRK) | 0.0 | $27k | 292.00 | 92.47 | |
| Nike (NKE) | 0.0 | $27k | 269.00 | 100.37 | |
| Royal Dutch Shell | 0.0 | $26k | 445.00 | 58.43 | |
| Ford Motor Company (F) | 0.0 | $20k | 2.1k | 9.40 | |
| Southern Company (SO) | 0.0 | $25k | 400.00 | 62.50 | |
| Illinois Tool Works (ITW) | 0.0 | $20k | 110.00 | 181.82 | |
| Accenture (ACN) | 0.0 | $21k | 98.00 | 214.29 | |
| Omni (OMC) | 0.0 | $24k | 300.00 | 80.00 | |
| DTE Energy Company (DTE) | 0.0 | $27k | 205.00 | 131.71 | |
| Oge Energy Corp (OGE) | 0.0 | $27k | 600.00 | 45.00 | |
| Materials SPDR (XLB) | 0.0 | $25k | 405.00 | 61.73 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $20k | 143.00 | 139.86 | |
| iShares Dow Jones US Basic Mater. (IYM) | 0.0 | $25k | 253.00 | 98.81 | |
| Vanguard Value ETF (VTV) | 0.0 | $20k | 163.00 | 122.70 | |
| SPDR S&P Dividend (SDY) | 0.0 | $19k | 179.00 | 106.15 | |
| Phillips 66 (PSX) | 0.0 | $20k | 179.00 | 111.73 | |
| Spdr Tr russell 1000 lowvol (LGLV) | 0.0 | $29k | 250.00 | 116.00 | |
| Flexshares Tr qlt div def idx (QDEF) | 0.0 | $23k | 487.00 | 47.23 | |
| Ishares Tr msci usavalfct (VLUE) | 0.0 | $24k | 271.00 | 88.56 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.0 | $24k | 190.00 | 126.32 | |
| Leidos Holdings (LDOS) | 0.0 | $28k | 290.00 | 96.55 | |
| Mylan Nv | 0.0 | $20k | 1.0k | 20.00 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $23k | 48.00 | 479.17 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $20k | 501.00 | 39.92 | |
| Invesco Exchange Traded Fd T gbl listed pvt | 0.0 | $25k | 2.0k | 12.63 | |
| BP (BP) | 0.0 | $12k | 330.00 | 36.36 | |
| Hasbro (HAS) | 0.0 | $13k | 124.00 | 104.84 | |
| Comcast Corporation (CMCSA) | 0.0 | $14k | 306.00 | 45.75 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $16k | 367.00 | 43.60 | |
| Abbott Laboratories (ABT) | 0.0 | $11k | 130.00 | 84.62 | |
| Martin Marietta Materials (MLM) | 0.0 | $10k | 34.00 | 294.12 | |
| United Parcel Service (UPS) | 0.0 | $8.0k | 67.00 | 119.40 | |
| 3M Company (MMM) | 0.0 | $10k | 57.00 | 175.44 | |
| Genuine Parts Company (GPC) | 0.0 | $16k | 148.00 | 108.11 | |
| Union Pacific Corporation (UNP) | 0.0 | $9.0k | 51.00 | 176.47 | |
| Hanesbrands (HBI) | 0.0 | $18k | 1.2k | 15.00 | |
| Xilinx | 0.0 | $7.0k | 73.00 | 95.89 | |
| Cadence Design Systems (CDNS) | 0.0 | $7.0k | 95.00 | 73.68 | |
| Waters Corporation (WAT) | 0.0 | $12k | 50.00 | 240.00 | |
| Diageo (DEO) | 0.0 | $15k | 89.00 | 168.54 | |
| General Mills (GIS) | 0.0 | $15k | 289.00 | 51.90 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $7.0k | 51.00 | 137.25 | |
| Qualcomm (QCOM) | 0.0 | $11k | 120.00 | 91.67 | |
| Danaher Corporation (DHR) | 0.0 | $9.0k | 61.00 | 147.54 | |
| Prudential Financial (PRU) | 0.0 | $17k | 178.00 | 95.51 | |
| Fiserv (FI) | 0.0 | $9.0k | 79.00 | 113.92 | |
| Bce (BCE) | 0.0 | $8.0k | 170.00 | 47.06 | |
| PPL Corporation (PPL) | 0.0 | $17k | 462.00 | 36.80 | |
| Public Service Enterprise (PEG) | 0.0 | $10k | 170.00 | 58.82 | |
| Alliance Data Systems Corporation (BFH) | 0.0 | $17k | 150.00 | 113.33 | |
| J.M. Smucker Company (SJM) | 0.0 | $12k | 114.00 | 105.26 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $14k | 120.00 | 116.67 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $14k | 228.00 | 61.40 | |
| Unilever (UL) | 0.0 | $7.0k | 115.00 | 60.87 | |
| Ametek (AME) | 0.0 | $8.0k | 80.00 | 100.00 | |
| Teradyne (TER) | 0.0 | $18k | 265.00 | 67.92 | |
| Manulife Finl Corp (MFC) | 0.0 | $12k | 594.00 | 20.20 | |
| Insulet Corporation (PODD) | 0.0 | $17k | 100.00 | 170.00 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $11k | 80.00 | 137.50 | |
| iShares Dow Jones US Consumer Goods (IYK) | 0.0 | $13k | 99.00 | 131.31 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $18k | 401.00 | 44.89 | |
| Vanguard Mid-Cap ETF (VO) | 0.0 | $15k | 85.00 | 176.47 | |
| iShares Russell 3000 Value Index (IUSV) | 0.0 | $14k | 220.00 | 63.64 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.0 | $7.0k | 90.00 | 77.78 | |
| Sun Communities (SUI) | 0.0 | $7.0k | 47.00 | 148.94 | |
| Takeda Pharmaceutical (TAK) | 0.0 | $12k | 604.00 | 19.87 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $7.0k | 35.00 | 200.00 | |
| iShares Dow Jones US Industrial (IYJ) | 0.0 | $16k | 96.00 | 166.67 | |
| iShares Dow Jones US Technology (IYW) | 0.0 | $7.0k | 28.00 | 250.00 | |
| iShares S&P Global Healthcare Sect. (IXJ) | 0.0 | $18k | 256.00 | 70.31 | |
| iShares S&P Global 100 Index (IOO) | 0.0 | $8.0k | 142.00 | 56.34 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $9.0k | 104.00 | 86.54 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $10k | 310.00 | 32.26 | |
| Schwab Strategic Tr 0 (SCHP) | 0.0 | $13k | 223.00 | 58.30 | |
| Citigroup (C) | 0.0 | $16k | 202.00 | 79.21 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $17k | 289.00 | 58.82 | |
| Post Holdings Inc Common (POST) | 0.0 | $7.0k | 64.00 | 109.38 | |
| Aon | 0.0 | $10k | 50.00 | 200.00 | |
| Ishares Tr cmn (GOVT) | 0.0 | $18k | 704.00 | 25.57 | |
| Abbvie (ABBV) | 0.0 | $12k | 130.00 | 92.31 | |
| Science App Int'l (SAIC) | 0.0 | $14k | 165.00 | 84.85 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $15k | 50.00 | 300.00 | |
| Walgreen Boots Alliance | 0.0 | $15k | 250.00 | 60.00 | |
| Kraft Heinz (KHC) | 0.0 | $12k | 368.00 | 32.61 | |
| Square Inc cl a (XYZ) | 0.0 | $8.0k | 135.00 | 59.26 | |
| Ishares Msci Global Metals & etp (PICK) | 0.0 | $13k | 421.00 | 30.88 | |
| Dmc Global (BOOM) | 0.0 | $7.0k | 150.00 | 46.67 | |
| Booking Holdings (BKNG) | 0.0 | $16k | 8.00 | 2000.00 | |
| Invesco Buyback Achievers Etf equities (PKW) | 0.0 | $14k | 200.00 | 70.00 | |
| Invesco Exchange Traded Fd T s&p500 eql enr (RSPG) | 0.0 | $8.0k | 165.00 | 48.48 | |
| World Gold Tr spdr gld minis | 0.0 | $7.0k | 479.00 | 14.61 | |
| Cigna Corp (CI) | 0.0 | $9.0k | 42.00 | 214.29 | |
| Dell Technologies (DELL) | 0.0 | $15k | 295.00 | 50.85 | |
| Nortonlifelock (GEN) | 0.0 | $7.0k | 268.00 | 26.12 | |
| Annaly Capital Management | 0.0 | $5.0k | 500.00 | 10.00 | |
| BlackRock | 0.0 | $6.0k | 12.00 | 500.00 | |
| Broadridge Financial Solutions (BR) | 0.0 | $5.0k | 37.00 | 135.14 | |
| Hartford Financial Services (HIG) | 0.0 | $1.0k | 16.00 | 62.50 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $1.0k | 72.00 | 13.89 | |
| Expeditors International of Washington (EXPD) | 0.0 | $3.0k | 36.00 | 83.33 | |
| M&T Bank Corporation (MTB) | 0.0 | $2.0k | 14.00 | 142.86 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $2.0k | 50.00 | 40.00 | |
| Cardinal Health (CAH) | 0.0 | $3.0k | 57.00 | 52.63 | |
| Digital Realty Trust (DLR) | 0.0 | $5.0k | 45.00 | 111.11 | |
| Host Hotels & Resorts (HST) | 0.0 | $999.999000 | 30.00 | 33.33 | |
| Kohl's Corporation (KSS) | 0.0 | $5.0k | 100.00 | 50.00 | |
| Mattel (MAT) | 0.0 | $1.0k | 100.00 | 10.00 | |
| Newmont Mining Corporation (NEM) | 0.0 | $2.0k | 36.00 | 55.56 | |
| Sonoco Products Company (SON) | 0.0 | $2.0k | 34.00 | 58.82 | |
| Travelers Companies (TRV) | 0.0 | $0 | 1.00 | 0.00 | |
| Transocean (RIG) | 0.0 | $0 | 31.00 | 0.00 | |
| Avery Dennison Corporation (AVY) | 0.0 | $2.0k | 16.00 | 125.00 | |
| Boston Scientific Corporation (BSX) | 0.0 | $4.0k | 89.00 | 44.94 | |
| Akamai Technologies (AKAM) | 0.0 | $6.0k | 75.00 | 80.00 | |
| Analog Devices (ADI) | 0.0 | $3.0k | 28.00 | 107.14 | |
| Helen Of Troy (HELE) | 0.0 | $4.0k | 20.00 | 200.00 | |
| CenturyLink | 0.0 | $999.998000 | 62.00 | 16.13 | |
| Novartis (NVS) | 0.0 | $2.0k | 19.00 | 105.26 | |
| NiSource (NI) | 0.0 | $2.0k | 72.00 | 27.78 | |
| Colgate-Palmolive Company (CL) | 0.0 | $3.0k | 50.00 | 60.00 | |
| Hess (HES) | 0.0 | $2.0k | 29.00 | 68.97 | |
| Rio Tinto (RIO) | 0.0 | $2.0k | 27.00 | 74.07 | |
| Schlumberger (SLB) | 0.0 | $4.0k | 110.00 | 36.36 | |
| Telefonica (TEF) | 0.0 | $0 | 12.00 | 0.00 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $3.0k | 32.00 | 93.75 | |
| Canadian Pacific Railway | 0.0 | $3.0k | 13.00 | 230.77 | |
| Total (TTE) | 0.0 | $3.0k | 63.00 | 47.62 | |
| Anheuser-Busch InBev NV (BUD) | 0.0 | $3.0k | 35.00 | 85.71 | |
| Marriott International (MAR) | 0.0 | $6.0k | 40.00 | 150.00 | |
| Clorox Company (CLX) | 0.0 | $2.0k | 14.00 | 142.86 | |
| Hershey Company (HSY) | 0.0 | $3.0k | 18.00 | 166.67 | |
| Xcel Energy (XEL) | 0.0 | $2.0k | 38.00 | 52.63 | |
| Pioneer Natural Resources | 0.0 | $3.0k | 17.00 | 176.47 | |
| Zimmer Holdings (ZBH) | 0.0 | $5.0k | 32.00 | 156.25 | |
| Ventas (VTR) | 0.0 | $3.0k | 53.00 | 56.60 | |
| Amdocs Ltd ord (DOX) | 0.0 | $4.0k | 51.00 | 78.43 | |
| Industrial SPDR (XLI) | 0.0 | $5.0k | 61.00 | 81.97 | |
| Juniper Networks (JNPR) | 0.0 | $2.0k | 75.00 | 26.67 | |
| Entergy Corporation (ETR) | 0.0 | $3.0k | 22.00 | 136.36 | |
| Meritage Homes Corporation (MTH) | 0.0 | $5.0k | 86.00 | 58.14 | |
| Huntsman Corporation (HUN) | 0.0 | $4.0k | 159.00 | 25.16 | |
| Assured Guaranty (AGO) | 0.0 | $5.0k | 95.00 | 52.63 | |
| Armstrong World Industries (AWI) | 0.0 | $3.0k | 37.00 | 81.08 | |
| Cinemark Holdings (CNK) | 0.0 | $2.0k | 66.00 | 30.30 | |
| Dorman Products (DORM) | 0.0 | $2.0k | 25.00 | 80.00 | |
| Hill-Rom Holdings | 0.0 | $4.0k | 32.00 | 125.00 | |
| MetLife (MET) | 0.0 | $2.0k | 37.00 | 54.05 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $4.0k | 24.00 | 166.67 | |
| Hexcel Corporation (HXL) | 0.0 | $6.0k | 78.00 | 76.92 | |
| NuVasive | 0.0 | $5.0k | 63.00 | 79.37 | |
| Wabtec Corporation (WAB) | 0.0 | $0 | 3.00 | 0.00 | |
| Nice Systems (NICE) | 0.0 | $3.0k | 17.00 | 176.47 | |
| Open Text Corp (OTEX) | 0.0 | $1.0k | 28.00 | 35.71 | |
| Woodward Governor Company (WWD) | 0.0 | $6.0k | 47.00 | 127.66 | |
| Golar Lng (GLNG) | 0.0 | $1.0k | 100.00 | 10.00 | |
| EQT Corporation (EQT) | 0.0 | $5.0k | 500.00 | 10.00 | |
| First American Financial (FAF) | 0.0 | $5.0k | 94.00 | 53.19 | |
| Suncor Energy (SU) | 0.0 | $3.0k | 85.00 | 35.29 | |
| Dollar General (DG) | 0.0 | $4.0k | 28.00 | 142.86 | |
| Unisys Corporation (UIS) | 0.0 | $0 | 4.00 | 0.00 | |
| iShares Dow Jones Transport. Avg. (IYT) | 0.0 | $5.0k | 28.00 | 178.57 | |
| Fortinet (FTNT) | 0.0 | $5.0k | 44.00 | 113.64 | |
| Aware (AWRE) | 0.0 | $0 | 45.00 | 0.00 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.0 | $5.0k | 73.00 | 68.49 | |
| Vanguard Materials ETF (VAW) | 0.0 | $3.0k | 25.00 | 120.00 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $4.0k | 37.00 | 108.11 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $5.0k | 46.00 | 108.70 | |
| iShares S&P Global Technology Sect. (IXN) | 0.0 | $4.0k | 20.00 | 200.00 | |
| WisdomTree Equity Income Fund (DHS) | 0.0 | $2.0k | 24.00 | 83.33 | |
| WisdomTree LargeCap Dividend Fund (DLN) | 0.0 | $2.0k | 20.00 | 100.00 | |
| First Trust Utilities AlphaDEX Fnd (FXU) | 0.0 | $2.0k | 61.00 | 32.79 | |
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.0 | $2.0k | 26.00 | 76.92 | |
| Kinder Morgan (KMI) | 0.0 | $999.998600 | 46.00 | 21.74 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $0 | 3.00 | 0.00 | |
| Flexshares Tr iboxx 5yr trgt (TDTF) | 0.0 | $1.0k | 38.00 | 26.32 | |
| Five Below (FIVE) | 0.0 | $4.0k | 29.00 | 137.93 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.0 | $6.0k | 105.00 | 57.14 | |
| Alps Etf Trintl Sector Dividdogs Etf intl sec dv dog (IDOG) | 0.0 | $999.998200 | 41.00 | 24.39 | |
| Proshares Tr S&p 500 Aristo (NOBL) | 0.0 | $2.0k | 20.00 | 100.00 | |
| Ishares Tr 0-5yr invt gr cp (SLQD) | 0.0 | $2.0k | 42.00 | 47.62 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $2.0k | 117.00 | 17.09 | |
| Now (DNOW) | 0.0 | $999.997800 | 79.00 | 12.66 | |
| Alibaba Group Holding (BABA) | 0.0 | $1.0k | 6.00 | 166.67 | |
| Cdk Global Inc equities | 0.0 | $5.0k | 83.00 | 60.24 | |
| Keysight Technologies (KEYS) | 0.0 | $2.0k | 16.00 | 125.00 | |
| Liberty Broadband Cl C (LBRDK) | 0.0 | $5.0k | 41.00 | 121.95 | |
| Store Capital Corp reit | 0.0 | $5.0k | 133.00 | 37.59 | |
| Xenia Hotels & Resorts (XHR) | 0.0 | $4.0k | 167.00 | 23.95 | |
| Lattice Strategies Tr em strategies (ROAM) | 0.0 | $3.0k | 148.00 | 20.27 | |
| Proshares Tr mdcp 400 divid (REGL) | 0.0 | $1.0k | 20.00 | 50.00 | |
| Bwx Technologies (BWXT) | 0.0 | $3.0k | 51.00 | 58.82 | |
| Pjt Partners (PJT) | 0.0 | $2.0k | 43.00 | 46.51 | |
| Hubbell (HUBB) | 0.0 | $4.0k | 25.00 | 160.00 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.0 | $3.0k | 65.00 | 46.15 | |
| Vaneck Vectors Etf Tr high income m | 0.0 | $4.0k | 200.00 | 20.00 | |
| Vaneck Vectors Amt-free Shrt M bdfund (SMB) | 0.0 | $5.0k | 294.00 | 17.01 | |
| Advansix (ASIX) | 0.0 | $0 | 14.00 | 0.00 | |
| Adient (ADNT) | 0.0 | $1.0k | 50.00 | 20.00 | |
| Yum China Holdings (YUMC) | 0.0 | $5.0k | 94.00 | 53.19 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $5.0k | 41.00 | 121.95 | |
| Janus Short Duration (VNLA) | 0.0 | $3.0k | 67.00 | 44.78 | |
| Cel Sci | 0.0 | $0 | 1.00 | 0.00 | |
| Frontier Communication | 0.0 | $0 | 23.00 | 0.00 | |
| Brighthouse Finl (BHF) | 0.0 | $0 | 3.00 | 0.00 | |
| Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf unit (DBC) | 0.0 | $0 | 18.00 | 0.00 | |
| Kkr & Co (KKR) | 0.0 | $6.0k | 200.00 | 30.00 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $4.0k | 35.00 | 114.29 | |
| S&p Global Water Index Etf etf (CGW) | 0.0 | $3.0k | 74.00 | 40.54 | |
| Halyard Health (AVNS) | 0.0 | $0 | 11.00 | 0.00 | |
| Pza etf (PZA) | 0.0 | $5.0k | 202.00 | 24.75 | |
| Invesco Exch-traded Fd Tr Div etf (PFM) | 0.0 | $4.0k | 130.00 | 30.77 | |
| Garrett Motion (GTX) | 0.0 | $0 | 34.00 | 0.00 | |
| Canntrust Holdings (CNTTQ) | 0.0 | $0 | 125.00 | 0.00 | |
| Equitrans Midstream Corp (ETRN) | 0.0 | $5.0k | 400.00 | 12.50 | |
| Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 0.0 | $4.0k | 41.00 | 97.56 | |
| Alcon (ALC) | 0.0 | $0 | 3.00 | 0.00 | |
| Uber Technologies (UBER) | 0.0 | $2.0k | 60.00 | 33.33 | |
| Ubiquiti (UI) | 0.0 | $5.0k | 25.00 | 200.00 | |
| Truist Financial Corp equities (TFC) | 0.0 | $4.0k | 73.00 | 54.79 | |
| Rts/bristol-myers Squibb Compa | 0.0 | $999.990000 | 410.00 | 2.44 | |
| Agf Investments Trust agfiq us mk anti (BTAL) | 0.0 | $5.0k | 225.00 | 22.22 |