W.E. Donoghue & Co as of Sept. 30, 2018
Portfolio Holdings for W.E. Donoghue & Co
W.E. Donoghue & Co holds 170 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares S&P SmallCap 600 Value Idx (IJS) | 6.2 | $80M | 477k | 166.93 | |
iShares Dow Jones US Medical Dev. (IHI) | 3.8 | $48M | 212k | 227.48 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 2.8 | $36M | 333k | 107.81 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 2.5 | $32M | 318k | 101.17 | |
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 2.4 | $31M | 615k | 50.19 | |
iShares Dow Jones US Healthcare (IYH) | 2.0 | $26M | 127k | 202.90 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 1.6 | $21M | 180k | 114.93 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 1.4 | $19M | 214k | 86.44 | |
SPDR Barclays Capital High Yield B | 1.4 | $19M | 512k | 36.05 | |
CF Industries Holdings (CF) | 1.3 | $17M | 314k | 54.44 | |
Eli Lilly & Co. (LLY) | 1.3 | $16M | 153k | 107.31 | |
Archer Daniels Midland Company (ADM) | 1.3 | $16M | 322k | 50.27 | |
FirstEnergy (FE) | 1.2 | $16M | 429k | 37.17 | |
Verizon Communications (VZ) | 1.2 | $16M | 295k | 53.39 | |
SCANA Corporation | 1.2 | $15M | 384k | 38.89 | |
Ishares Tr Exponential Technologies Etf (XT) | 1.1 | $15M | 376k | 38.72 | |
Occidental Petroleum Corporation (OXY) | 1.1 | $15M | 176k | 82.17 | |
Ishares Tr msci usavalfct (VLUE) | 1.1 | $15M | 165k | 87.85 | |
Vaneck Vectors Etf Tr fallen angel hg (ANGL) | 1.1 | $14M | 490k | 29.08 | |
Helmerich & Payne (HP) | 1.1 | $14M | 206k | 68.77 | |
Gilead Sciences (GILD) | 1.1 | $14M | 183k | 77.21 | |
Oneok (OKE) | 1.1 | $14M | 208k | 67.79 | |
Ishares Inc core msci emkt (IEMG) | 1.1 | $14M | 272k | 51.78 | |
L Brands | 1.1 | $14M | 467k | 30.30 | |
Exxon Mobil Corporation (XOM) | 1.1 | $14M | 164k | 85.02 | |
Nielsen Hldgs Plc Shs Eur | 1.1 | $14M | 505k | 27.66 | |
Principal Financial (PFG) | 1.1 | $14M | 237k | 58.59 | |
Pfizer (PFE) | 1.1 | $14M | 314k | 44.07 | |
AES Corporation (AES) | 1.1 | $14M | 990k | 14.00 | |
Cardinal Health (CAH) | 1.1 | $14M | 256k | 54.00 | |
Nucor Corporation (NUE) | 1.1 | $14M | 219k | 63.45 | |
Western Union Company (WU) | 1.1 | $14M | 723k | 19.06 | |
International Business Machines (IBM) | 1.1 | $14M | 91k | 151.21 | |
Merck & Co (MRK) | 1.1 | $14M | 193k | 70.94 | |
Philip Morris International (PM) | 1.1 | $14M | 168k | 81.54 | |
Southern Company (SO) | 1.1 | $14M | 313k | 43.60 | |
At&t (T) | 1.1 | $14M | 405k | 33.58 | |
Target Corporation (TGT) | 1.1 | $14M | 155k | 88.21 | |
Coca-Cola Company (KO) | 1.1 | $14M | 292k | 46.19 | |
MetLife (MET) | 1.1 | $14M | 289k | 46.72 | |
Eaton (ETN) | 1.1 | $14M | 156k | 86.73 | |
Emerson Electric (EMR) | 1.0 | $13M | 174k | 76.58 | |
Ford Motor Company (F) | 1.0 | $13M | 1.4M | 9.25 | |
PPL Corporation (PPL) | 1.0 | $13M | 454k | 29.26 | |
Altria (MO) | 1.0 | $13M | 218k | 60.31 | |
Macy's (M) | 1.0 | $13M | 380k | 34.73 | |
Williams Companies (WMB) | 1.0 | $13M | 484k | 27.19 | |
United Parcel Service (UPS) | 1.0 | $13M | 112k | 116.75 | |
Invesco (IVZ) | 1.0 | $13M | 571k | 22.88 | |
Seagate Technology Com Stk | 1.0 | $13M | 277k | 47.35 | |
Industries N shs - a - (LYB) | 1.0 | $13M | 127k | 102.51 | |
People's United Financial | 1.0 | $13M | 753k | 17.12 | |
Kohl's Corporation (KSS) | 1.0 | $13M | 174k | 74.55 | |
Wells Fargo & Company (WFC) | 1.0 | $13M | 248k | 52.56 | |
Qualcomm (QCOM) | 1.0 | $13M | 180k | 72.03 | |
Westrock (WRK) | 1.0 | $13M | 243k | 53.44 | |
Xerox | 1.0 | $13M | 482k | 26.98 | |
CenturyLink | 1.0 | $13M | 604k | 21.20 | |
General Electric Company | 1.0 | $13M | 1.1M | 11.29 | |
International Paper Company (IP) | 1.0 | $13M | 254k | 49.15 | |
General Mills (GIS) | 0.9 | $12M | 285k | 42.92 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.9 | $12M | 322k | 37.13 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.9 | $11M | 342k | 32.63 | |
Spdr Short-term High Yield mf (SJNK) | 0.9 | $11M | 398k | 27.59 | |
Barclays Bk Plc fund (ATMP) | 0.7 | $8.6M | 411k | 20.84 | |
Pimco Etf Tr 0-5 high yield (HYS) | 0.6 | $7.5M | 74k | 100.63 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.5 | $6.8M | 81k | 83.09 | |
Invesco Taxable Municipal Bond otr (BAB) | 0.5 | $5.9M | 203k | 29.08 | |
Mortgage Reit Index real (REM) | 0.5 | $5.7M | 132k | 43.56 | |
iShares MSCI Jpan Smll Cap Ind Fund (SCJ) | 0.4 | $5.4M | 69k | 78.01 | |
Ishares Tr core div grwth (DGRO) | 0.4 | $5.3M | 143k | 37.06 | |
Invesco Actively Managd Etf optimum yield (PDBC) | 0.4 | $5.1M | 269k | 18.77 | |
Invesco Senior Loan Etf otr (BKLN) | 0.3 | $3.5M | 153k | 23.17 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.3 | $3.4M | 64k | 53.10 | |
Vanguard Sht Term Govt Bond ETF (VGSH) | 0.3 | $3.4M | 57k | 59.74 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.3 | $3.4M | 68k | 49.58 | |
Walt Disney Company (DIS) | 0.2 | $2.8M | 24k | 116.95 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $2.7M | 6.6k | 404.01 | |
Ross Stores (ROST) | 0.2 | $2.7M | 27k | 99.10 | |
TJX Companies (TJX) | 0.2 | $2.7M | 24k | 112.00 | |
Amazon (AMZN) | 0.2 | $2.6M | 1.3k | 2003.03 | |
Dollar General (DG) | 0.2 | $2.6M | 24k | 109.30 | |
O'reilly Automotive (ORLY) | 0.2 | $2.7M | 7.7k | 347.34 | |
Motorola Solutions (MSI) | 0.2 | $2.7M | 21k | 130.13 | |
Mosaic (MOS) | 0.2 | $2.7M | 84k | 32.48 | |
Fox News | 0.2 | $2.7M | 59k | 45.82 | |
Anthem (ELV) | 0.2 | $2.6M | 9.6k | 274.03 | |
U.S. Bancorp (USB) | 0.2 | $2.5M | 48k | 52.80 | |
Arthur J. Gallagher & Co. (AJG) | 0.2 | $2.6M | 35k | 74.44 | |
Costco Wholesale Corporation (COST) | 0.2 | $2.6M | 11k | 234.84 | |
Ameren Corporation (AEE) | 0.2 | $2.5M | 40k | 63.22 | |
Dominion Resources (D) | 0.2 | $2.6M | 37k | 70.29 | |
NetApp (NTAP) | 0.2 | $2.6M | 30k | 85.88 | |
PPG Industries (PPG) | 0.2 | $2.5M | 23k | 109.15 | |
Sherwin-Williams Company (SHW) | 0.2 | $2.5M | 5.6k | 455.23 | |
Verisign (VRSN) | 0.2 | $2.6M | 16k | 160.12 | |
Cincinnati Financial Corporation (CINF) | 0.2 | $2.6M | 34k | 76.80 | |
Becton, Dickinson and (BDX) | 0.2 | $2.6M | 10k | 261.00 | |
Apple (AAPL) | 0.2 | $2.6M | 12k | 225.71 | |
Msci (MSCI) | 0.2 | $2.5M | 14k | 177.44 | |
Discovery Communications | 0.2 | $2.6M | 88k | 29.59 | |
Robert Half International (RHI) | 0.2 | $2.6M | 37k | 70.38 | |
DTE Energy Company (DTE) | 0.2 | $2.5M | 23k | 109.12 | |
Centene Corporation (CNC) | 0.2 | $2.6M | 18k | 144.78 | |
Flowserve Corporation (FLS) | 0.2 | $2.6M | 48k | 54.68 | |
Church & Dwight (CHD) | 0.2 | $2.6M | 44k | 59.36 | |
McCormick & Company, Incorporated (MKC) | 0.2 | $2.6M | 20k | 131.73 | |
Ball Corporation (BALL) | 0.2 | $2.6M | 59k | 43.99 | |
Hldgs (UAL) | 0.2 | $2.6M | 29k | 89.05 | |
Eversource Energy (ES) | 0.2 | $2.5M | 42k | 61.44 | |
Monster Beverage Corp (MNST) | 0.2 | $2.5M | 43k | 58.28 | |
Huntington Bancshares Incorporated (HBAN) | 0.2 | $2.5M | 165k | 14.92 | |
Comcast Corporation (CMCSA) | 0.2 | $2.5M | 70k | 35.41 | |
Cintas Corporation (CTAS) | 0.2 | $2.4M | 12k | 197.85 | |
Advanced Micro Devices (AMD) | 0.2 | $2.5M | 80k | 30.89 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.2 | $2.4M | 51k | 47.35 | |
Copart (CPRT) | 0.2 | $2.1M | 40k | 51.54 | |
First Tr Exchange Traded Fd senior ln (FTSL) | 0.1 | $1.4M | 28k | 48.06 | |
Cracker Barrel Old Country Store (CBRL) | 0.1 | $980k | 6.7k | 147.08 | |
Watsco, Incorporated (WSO) | 0.1 | $977k | 5.5k | 178.12 | |
Timken Company (TKR) | 0.1 | $998k | 20k | 49.83 | |
Bemis Company | 0.1 | $982k | 20k | 48.59 | |
MSC Industrial Direct (MSM) | 0.1 | $1.0M | 11k | 88.15 | |
Williams-Sonoma (WSM) | 0.1 | $975k | 15k | 65.73 | |
Murphy Oil Corporation (MUR) | 0.1 | $1.1M | 33k | 33.34 | |
Old Republic International Corporation (ORI) | 0.1 | $975k | 44k | 22.39 | |
BGC Partners | 0.1 | $994k | 84k | 11.81 | |
Macquarie Infrastructure Company | 0.1 | $985k | 21k | 46.11 | |
Cinemark Holdings (CNK) | 0.1 | $1.0M | 26k | 40.22 | |
CVR Energy (CVI) | 0.1 | $1.0M | 26k | 40.20 | |
Hill-Rom Holdings | 0.1 | $988k | 11k | 94.40 | |
West Pharmaceutical Services (WST) | 0.1 | $1.0M | 8.3k | 123.42 | |
NorthWestern Corporation (NWE) | 0.1 | $971k | 17k | 58.67 | |
National Instruments | 0.1 | $984k | 20k | 48.33 | |
Six Flags Entertainment (SIX) | 0.1 | $1.0M | 15k | 69.85 | |
J Global (ZD) | 0.1 | $981k | 12k | 82.89 | |
Telephone And Data Systems (TDS) | 0.1 | $981k | 32k | 30.44 | |
Tribune Co New Cl A | 0.1 | $1.0M | 27k | 38.45 | |
Leidos Holdings (LDOS) | 0.1 | $970k | 14k | 69.14 | |
Science App Int'l (SAIC) | 0.1 | $1.0M | 12k | 80.59 | |
Sabre (SABR) | 0.1 | $993k | 38k | 26.08 | |
Bio-techne Corporation (TECH) | 0.1 | $1.0M | 5.0k | 204.03 | |
International Game Technology (IGT) | 0.1 | $1.0M | 51k | 19.74 | |
Steris | 0.1 | $990k | 8.7k | 114.45 | |
Hubbell (HUBB) | 0.1 | $991k | 7.4k | 133.61 | |
Encompass Health Corp (EHC) | 0.1 | $977k | 13k | 77.97 | |
Colony Cap Inc New cl a | 0.1 | $971k | 159k | 6.09 | |
Greif (GEF) | 0.1 | $924k | 17k | 53.68 | |
Ryder System (R) | 0.1 | $944k | 13k | 73.04 | |
Sonoco Products Company (SON) | 0.1 | $950k | 17k | 55.48 | |
Vishay Intertechnology (VSH) | 0.1 | $910k | 45k | 20.35 | |
Avnet (AVT) | 0.1 | $944k | 21k | 44.75 | |
Valley National Ban (VLY) | 0.1 | $943k | 84k | 11.25 | |
New York Community Ban | 0.1 | $937k | 90k | 10.37 | |
Cypress Semiconductor Corporation | 0.1 | $911k | 63k | 14.49 | |
United Bankshares (UBSI) | 0.1 | $933k | 26k | 36.33 | |
F.N.B. Corporation (FNB) | 0.1 | $958k | 75k | 12.72 | |
TFS Financial Corporation (TFSL) | 0.1 | $959k | 64k | 15.01 | |
PacWest Ban | 0.1 | $937k | 20k | 47.65 | |
SYNNEX Corporation (SNX) | 0.1 | $880k | 10k | 84.74 | |
Flowers Foods (FLO) | 0.1 | $918k | 49k | 18.66 | |
KAR Auction Services (KAR) | 0.1 | $957k | 16k | 59.67 | |
Booz Allen Hamilton Holding Corporation (BAH) | 0.1 | $957k | 19k | 49.64 | |
Pinnacle Foods Inc De | 0.1 | $960k | 15k | 64.78 | |
Triton International | 0.1 | $860k | 26k | 33.26 | |
Two Hbrs Invt Corp Com New reit | 0.1 | $961k | 64k | 14.93 | |
Clearway Energy Inc cl c (CWEN) | 0.1 | $953k | 50k | 19.24 | |
Highland Fds i hi ld iboxx srln | 0.1 | $707k | 39k | 18.26 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $408k | 4.5k | 90.39 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $288k | 2.7k | 104.77 |