Pinnacle Wealth Advisors 13F annual report
Pinnacle Wealth Advisors is an investment fund managing more than $2.47 billion ran by Harold Carpenter. There are currently 364 companies in Mr. Carpenter’s portfolio. The largest investments include Vanguard Index Fds and Spdr S&p 500 Etf Tr, together worth $325 million.
Limited to 30 biggest holdings
$2.47 billion Assets Under Management (AUM)
As of 14th July 2021, Pinnacle Wealth Advisors’s top holding is 778,180 shares of Vanguard Index Fds currently worth over $231 million and making up 9.4% of the portfolio value.
In addition, the fund holds 217,666 shares of Spdr S&p 500 Etf Tr worth $93.2 million.
The third-largest holding is Apple Inc worth $74 million and the next is Microsoft worth $70.6 million, with 260,725 shares owned.
Currently, Pinnacle Wealth Advisors's portfolio is worth at least $2.47 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Pinnacle Wealth Advisors
The Pinnacle Wealth Advisors office and employees reside in Nashville, Tennessee. According to the last 13-F report filed with the SEC, Harold Carpenter serves as the Chief Financial Officer at Pinnacle Wealth Advisors.
Recent trades
In the most recent 13F filing, Pinnacle Wealth Advisors revealed that it had opened a new position in Vanguard Index Fds and bought 778,180 shares worth $231 million.
One of the largest hedge funds
The two most similar investment funds to Pinnacle Wealth Advisors are Ifp Advisors, Inc and Antipodes Partners Ltd. They manage $2.47 billion and $2.47 billion respectively.
Harold Carpenter investment strategy
Pinnacle Wealth Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Health Care — making up 7.9% of
the total portfolio value.
The fund focuses on investments in the United States as
53.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
50% of the total holdings value.
On the other hand, small-cap stocks make up only 1.9% of the portfolio.
The average market cap of the portfolio companies is close to $114 billion.
The complete list of Pinnacle Wealth Advisors trades based on 13F SEC filings
These positions were updated on July 21st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
Opened
778,180
|
$231,378,000 | 9.38% |
| Spdr S&p 500 Etf Tr |
Opened
217,666
|
$93,174,000 | 3.78% |
| Apple Inc |
Opened
540,208
|
$73,987,000 | 3.00% |
| Microsoft Corporation |
Opened
260,725
|
$70,630,000 | 2.86% |
| Pinnacle Finl Partners Inc |
Opened
661,690
|
$58,421,000 | 2.37% |
| Ishares Tr |
Opened
3,296,762
|
$364,598,000 | 14.77% |
| Amazon.com Inc. |
Opened
13,292
|
$45,726,000 | 1.85% |
| JPMorgan Chase & Co. |
Opened
276,277
|
$42,972,000 | 1.74% |
| Vanguard Tax-managed Intl Fd |
Opened
738,095
|
$38,026,000 | 1.54% |
| Alphabet Inc |
Opened
17,061
|
$41,824,000 | 1.69% |
| Unitedhealth Group Inc |
Opened
84,084
|
$33,671,000 | 1.36% |
| Visa Inc |
Opened
142,106
|
$33,227,000 | 1.35% |
| Vanguard Scottsdale Fds |
Opened
577,172
|
$48,636,000 | 1.97% |
| HCA Healthcare Inc |
Opened
144,190
|
$29,811,000 | 1.21% |
| Vanguard Mun Bd Fds |
Opened
525,111
|
$29,038,000 | 1.18% |
| Vanguard Intl Equity Index F |
Opened
552,234
|
$30,489,000 | 1.24% |
| Emerson Elec Co |
Opened
264,187
|
$25,425,000 | 1.03% |
| Intel Corp. |
Opened
442,097
|
$24,820,000 | 1.01% |
| PayPal Holdings Inc |
Opened
82,306
|
$23,991,000 | 0.97% |
| Home Depot, Inc. |
Opened
73,204
|
$23,344,000 | 0.95% |
| Lockheed Martin Corp. |
Opened
61,468
|
$23,256,000 | 0.94% |
| Automatic Data Processing In |
Opened
107,232
|
$21,298,000 | 0.86% |
| Nike, Inc. |
Opened
133,959
|
$20,695,000 | 0.84% |
| AMGEN Inc. |
Opened
84,095
|
$20,498,000 | 0.83% |
| United Parcel Service, Inc. |
Opened
92,878
|
$19,316,000 | 0.78% |
| Us Bancorp Del |
Opened
337,110
|
$19,205,000 | 0.78% |
| Union Pac Corp |
Opened
86,243
|
$18,967,000 | 0.77% |
| Facebook Inc |
Opened
51,399
|
$17,872,000 | 0.72% |
| NextEra Energy Inc |
Opened
239,943
|
$17,583,000 | 0.71% |
| Honeywell International Inc |
Opened
79,518
|
$17,442,000 | 0.71% |
| Vanguard Whitehall Fds |
Opened
178,955
|
$18,499,000 | 0.75% |
| AT&T Inc. |
Opened
594,442
|
$17,108,000 | 0.69% |
| Johnson & Johnson |
Opened
102,577
|
$16,898,000 | 0.68% |
| Chevron Corp. |
Opened
149,748
|
$15,685,000 | 0.64% |
| Abbvie Inc |
Opened
136,852
|
$15,415,000 | 0.62% |
| Truist Finl Corp |
Opened
271,314
|
$15,058,000 | 0.61% |
| CVS Health Corp |
Opened
179,389
|
$14,968,000 | 0.61% |
| Eaton Corp Plc |
Opened
99,108
|
$14,686,000 | 0.60% |
| Procter And Gamble Co |
Opened
107,973
|
$14,569,000 | 0.59% |
| Digital Rlty Tr Inc |
Opened
94,986
|
$14,291,000 | 0.58% |
| Verizon Communications Inc |
Opened
251,670
|
$14,101,000 | 0.57% |
| Spdr Dow Jones Indl Average |
Opened
40,771
|
$14,064,000 | 0.57% |
| Danaher Corp. |
Opened
51,987
|
$13,952,000 | 0.57% |
| S&P Global Inc |
Opened
33,574
|
$13,781,000 | 0.56% |
| Spdr Ser Tr |
Opened
558,477
|
$23,771,000 | 0.96% |
| Valero Energy Corp. |
Opened
173,143
|
$13,519,000 | 0.55% |
| Exxon Mobil Corp. |
Opened
212,508
|
$13,405,000 | 0.54% |
| Pepsico Inc |
Opened
90,012
|
$13,337,000 | 0.54% |
| Blackrock Inc. |
Opened
15,188
|
$13,289,000 | 0.54% |
| Comcast Corp New |
Opened
232,540
|
$13,260,000 | 0.54% |
| Capital One Finl Corp |
Opened
85,210
|
$13,181,000 | 0.53% |
| Autozone Inc. |
Opened
8,629
|
$12,877,000 | 0.52% |
| Pfizer Inc. |
Opened
323,582
|
$12,671,000 | 0.51% |
| Spdr S&p Midcap 400 Etf Tr |
Opened
23,935
|
$11,752,000 | 0.48% |
| Bank Montreal Que |
Opened
112,559
|
$11,545,000 | 0.47% |
| Duke Energy Corp. |
Opened
116,533
|
$11,504,000 | 0.47% |
| Tjx Cos Inc New |
Opened
161,190
|
$10,868,000 | 0.44% |
| Cisco Sys Inc |
Opened
205,002
|
$10,864,000 | 0.44% |
| Lilly Eli & Co |
Opened
46,876
|
$10,759,000 | 0.44% |
| Medtronic Plc |
Opened
86,668
|
$10,758,000 | 0.44% |
| Coca-Cola Co |
Opened
188,494
|
$10,199,000 | 0.41% |
| Victory Portfolio Ii |
Opened
229,781
|
$10,143,000 | 0.41% |
| Dollar Gen Corp New |
Opened
45,783
|
$9,907,000 | 0.40% |
| Vanguard Bd Index Fds |
Opened
133,762
|
$11,845,000 | 0.48% |
| 3M Co. |
Opened
48,618
|
$9,657,000 | 0.39% |
| Oracle Corp. |
Opened
122,985
|
$9,573,000 | 0.39% |
| General Dynamics Corp. |
Opened
50,394
|
$9,487,000 | 0.38% |
| Bk Of America Corp |
Opened
229,287
|
$9,454,000 | 0.38% |
| Costco Whsl Corp New |
Opened
23,694
|
$9,375,000 | 0.38% |
| Disney Walt Co |
Opened
53,242
|
$9,358,000 | 0.38% |
| Weyerhaeuser Co Mtn Be |
Opened
271,445
|
$9,343,000 | 0.38% |
| Berkshire Hathaway Inc. |
Opened
32,778
|
$9,529,000 | 0.39% |
| General Mtrs Co |
Opened
150,421
|
$8,900,000 | 0.36% |
| Kimberly-Clark Corp. |
Opened
65,746
|
$8,796,000 | 0.36% |
| American Express Co. |
Opened
52,598
|
$8,691,000 | 0.35% |
| Merck & Co Inc |
Opened
111,032
|
$8,635,000 | 0.35% |
| Dow Inc |
Opened
132,748
|
$8,400,000 | 0.34% |
| Mondelez International Inc. |
Opened
132,672
|
$8,284,000 | 0.34% |
| Omnicom Group, Inc. |
Opened
98,305
|
$7,864,000 | 0.32% |
| Qualcomm, Inc. |
Opened
54,130
|
$7,736,000 | 0.31% |
| Vanguard Admiral Fds Inc |
Opened
37,485
|
$7,817,000 | 0.32% |
| Crown Castle Intl Corp New |
Opened
37,490
|
$7,315,000 | 0.30% |
| Deere & Co. |
Opened
18,378
|
$6,482,000 | 0.26% |
| Abbott Labs |
Opened
52,308
|
$6,064,000 | 0.25% |
| Philip Morris International Inc |
Opened
58,989
|
$5,846,000 | 0.24% |
| CME Group Inc |
Opened
27,012
|
$5,744,000 | 0.23% |
| Mcdonalds Corp |
Opened
24,565
|
$5,674,000 | 0.23% |
| The Southern Co. |
Opened
93,121
|
$5,635,000 | 0.23% |
| Microchip Technology, Inc. |
Opened
37,250
|
$5,578,000 | 0.23% |
| Air Prods & Chems Inc |
Opened
19,387
|
$5,577,000 | 0.23% |
| NVIDIA Corp |
Opened
6,823
|
$5,459,000 | 0.22% |
| Salesforce.Com Inc |
Opened
22,049
|
$5,386,000 | 0.22% |
| Thermo Fisher Scientific Inc. |
Opened
10,558
|
$5,326,000 | 0.22% |
| Carmax Inc |
Opened
39,636
|
$5,118,000 | 0.21% |
| T-Mobile US, Inc. |
Opened
34,539
|
$5,002,000 | 0.20% |
| Brookfield Asset Mgmt Inc |
Opened
95,347
|
$4,861,000 | 0.20% |
| Walmart Inc |
Opened
34,130
|
$4,813,000 | 0.20% |
| Eog Res Inc |
Opened
54,769
|
$4,571,000 | 0.19% |
| Altria Group Inc. |
Opened
95,007
|
$4,530,000 | 0.18% |
| Dominion Energy Inc |
Opened
56,726
|
$4,174,000 | 0.17% |
| Wisdomtree Tr |
Opened
97,806
|
$4,115,000 | 0.17% |
| Robert Half International Inc. |
Opened
45,403
|
$4,040,000 | 0.16% |
| Waste Mgmt Inc Del |
Opened
28,812
|
$4,037,000 | 0.16% |
| Moodys Corp |
Opened
10,724
|
$3,886,000 | 0.16% |
| Blackstone Group Inc (The) |
Opened
38,814
|
$3,770,000 | 0.15% |
| American Tower Corp. |
Opened
13,379
|
$3,614,000 | 0.15% |
| Spdr Gold Tr |
Opened
20,955
|
$3,471,000 | 0.14% |
| Ecolab, Inc. |
Opened
16,462
|
$3,391,000 | 0.14% |
| Jones Lang Lasalle Inc. |
Opened
15,909
|
$3,110,000 | 0.13% |
| Bristol-Myers Squibb Co. |
Opened
45,643
|
$3,050,000 | 0.12% |
| Mastercard Incorporated |
Opened
8,272
|
$3,019,000 | 0.12% |
| Regions Financial Corp. |
Opened
149,076
|
$3,008,000 | 0.12% |
| Vaneck Vectors Etf Tr |
Opened
58,698
|
$3,345,000 | 0.14% |
| KKR & Co. Inc. |
Opened
49,877
|
$2,955,000 | 0.12% |
| Invesco Exchange Traded Fd T |
Opened
21,648
|
$3,410,000 | 0.14% |
| National Health Invs Inc |
Opened
42,533
|
$2,852,000 | 0.12% |
| Copart, Inc. |
Opened
20,341
|
$2,681,000 | 0.11% |
| Starbucks Corp. |
Opened
23,095
|
$2,582,000 | 0.10% |
| Howard Hughes Corporation |
Opened
26,173
|
$2,551,000 | 0.10% |
| International Business Machs |
Opened
17,236
|
$2,527,000 | 0.10% |
| Colgate-Palmolive Co. |
Opened
30,333
|
$2,468,000 | 0.10% |
| Healthstream Inc |
Opened
83,181
|
$2,324,000 | 0.09% |
| American Elec Pwr Co Inc |
Opened
26,922
|
$2,278,000 | 0.09% |
| Lowes Cos Inc |
Opened
11,635
|
$2,257,000 | 0.09% |
| Vanguard Specialized Funds |
Opened
13,504
|
$2,090,000 | 0.08% |
| Sherwin-Williams Co. |
Opened
7,066
|
$1,925,000 | 0.08% |
| Allstate Corp (The) |
Opened
14,487
|
$1,890,000 | 0.08% |
| Raytheon Technologies Corporation |
Opened
21,745
|
$1,855,000 | 0.08% |
| NetFlix Inc |
Opened
3,366
|
$1,778,000 | 0.07% |
| Adobe Systems Incorporated |
Opened
2,975
|
$1,742,000 | 0.07% |
| Royal Bk Cda |
Opened
16,942
|
$1,716,000 | 0.07% |
| General Mls Inc |
Opened
28,025
|
$1,708,000 | 0.07% |
| Texas Instrs Inc |
Opened
8,857
|
$1,703,000 | 0.07% |
| Vanguard Star Fds |
Opened
25,601
|
$1,682,000 | 0.07% |
| Caterpillar Inc. |
Opened
7,582
|
$1,650,000 | 0.07% |
| Select Sector Spdr Tr |
Opened
88,677
|
$6,532,000 | 0.26% |
| C.H. Robinson Worldwide, Inc. |
Opened
16,920
|
$1,584,000 | 0.06% |
| Ishares Inc |
Opened
25,691
|
$1,784,000 | 0.07% |
| Apollo Global Mgmt Inc |
Opened
24,000
|
$1,493,000 | 0.06% |
| Cintas Corporation |
Opened
3,849
|
$1,470,000 | 0.06% |
| National Healthcare Corp. |
Opened
20,853
|
$1,458,000 | 0.06% |
| Norfolk Southn Corp |
Opened
5,446
|
$1,445,000 | 0.06% |
| Lincoln Natl Corp Ind |
Opened
22,596
|
$1,420,000 | 0.06% |
| Target Corp |
Opened
5,814
|
$1,406,000 | 0.06% |
| Constellation Brands, Inc. |
Opened
5,978
|
$1,398,000 | 0.06% |
| Aflac Inc. |
Opened
25,054
|
$1,344,000 | 0.05% |
| Fedex Corp |
Opened
4,452
|
$1,328,000 | 0.05% |
| Stryker Corp. |
Opened
5,020
|
$1,305,000 | 0.05% |
| Dimensional Etf Trust |
Opened
44,193
|
$1,746,000 | 0.07% |
| Clorox Co. |
Opened
7,171
|
$1,290,000 | 0.05% |
| Travelers Companies Inc. |
Opened
8,399
|
$1,258,000 | 0.05% |
| Ishares Gold Tr |
Opened
36,377
|
$1,226,000 | 0.05% |
| Sysco Corp. |
Opened
15,734
|
$1,223,000 | 0.05% |
| Goldman Sachs Group, Inc. |
Opened
3,181
|
$1,207,000 | 0.05% |
| Kinder Morgan Inc |
Opened
63,268
|
$1,154,000 | 0.05% |
| CSX Corp. |
Opened
11,977
|
$1,153,000 | 0.05% |
| Paychex Inc. |
Opened
10,714
|
$1,150,000 | 0.05% |
| Northrop Grumman Corp. |
Opened
3,097
|
$1,126,000 | 0.05% |
| Enterprise Prods Partners L |
Opened
45,227
|
$1,091,000 | 0.04% |
| Pioneer Nat Res Co |
Opened
6,619
|
$1,076,000 | 0.04% |
| Wells Fargo Co New |
Opened
23,114
|
$1,046,000 | 0.04% |
| Accenture Plc Ireland |
Opened
3,384
|
$998,000 | 0.04% |
| Schlumberger Ltd. |
Opened
31,199
|
$998,000 | 0.04% |
| Williams Cos Inc |
Opened
34,636
|
$920,000 | 0.04% |
| Linde Plc |
Opened
3,171
|
$916,000 | 0.04% |
| Parker-Hannifin Corp. |
Opened
2,924
|
$898,000 | 0.04% |
| Asml Holding N V |
Opened
1,289
|
$891,000 | 0.04% |
| Chubb Limited |
Opened
5,479
|
$871,000 | 0.04% |
| Starwood Ppty Tr Inc |
Opened
32,437
|
$849,000 | 0.03% |
| Fortune Brands Home & Sec Inc |
Opened
8,516
|
$848,000 | 0.03% |
| Wp Carey Inc |
Opened
11,250
|
$839,000 | 0.03% |
| Eaton Vance Enhanced Equity |
Opened
35,929
|
$836,000 | 0.03% |
| Sonoco Prods Co |
Opened
12,416
|
$830,000 | 0.03% |
| Southwest Airls Co |
Opened
15,286
|
$812,000 | 0.03% |
| Principal Exchange-traded Fd |
Opened
37,854
|
$785,000 | 0.03% |
| Alps Etf Tr |
Opened
21,625
|
$800,000 | 0.03% |
| Intuit Inc |
Opened
1,582
|
$775,000 | 0.03% |
| Chipotle Mexican Grill |
Opened
492
|
$763,000 | 0.03% |
| Blackstone Mtg Tr Inc |
Opened
23,424
|
$747,000 | 0.03% |
| Enbridge Inc |
Opened
18,398
|
$737,000 | 0.03% |
| Lululemon Athletica inc. |
Opened
1,996
|
$728,000 | 0.03% |
| Fortinet Inc |
Opened
2,982
|
$710,000 | 0.03% |
| General Electric Co. |
Opened
52,338
|
$705,000 | 0.03% |
| Pnc Finl Svcs Group Inc |
Opened
3,695
|
$705,000 | 0.03% |
| ServiceNow Inc |
Opened
1,282
|
$704,000 | 0.03% |
| Sanofi |
Opened
12,935
|
$681,000 | 0.03% |
| Booking Holdings Inc |
Opened
304
|
$665,000 | 0.03% |
| Anthem Inc |
Opened
1,733
|
$661,000 | 0.03% |
| Genuine Parts Co. |
Opened
5,062
|
$640,000 | 0.03% |
| Schwab Strategic Tr |
Opened
36,341
|
$2,045,000 | 0.08% |
| Xylem Inc |
Opened
5,246
|
$629,000 | 0.03% |
| Canadian Imp Bk Comm |
Opened
5,439
|
$619,000 | 0.03% |
| Hershey Company |
Opened
3,520
|
$613,000 | 0.02% |
| Boeing Co. |
Opened
2,549
|
$611,000 | 0.02% |
| Anheuser Busch Inbev Sa/nv |
Opened
8,462
|
$609,000 | 0.02% |
| Broadcom Inc |
Opened
1,214
|
$579,000 | 0.02% |
| Conocophillips |
Opened
9,291
|
$566,000 | 0.02% |
| Hormel Foods Corp. |
Opened
11,653
|
$556,000 | 0.02% |
| Glaxosmithkline plc |
Opened
13,707
|
$546,000 | 0.02% |
| Insulet Corporation |
Opened
1,839
|
$505,000 | 0.02% |
| Dell Technologies Inc |
Opened
4,919
|
$490,000 | 0.02% |
| Lauder Estee Cos Inc |
Opened
1,526
|
$485,000 | 0.02% |
| Roper Technologies Inc |
Opened
1,013
|
$476,000 | 0.02% |
| DuPont de Nemours Inc |
Opened
6,061
|
$469,000 | 0.02% |
| Align Technology, Inc. |
Opened
762
|
$466,000 | 0.02% |
| Energy Transfer LP |
Opened
43,511
|
$463,000 | 0.02% |
| Ares Capital Corp |
Opened
22,559
|
$442,000 | 0.02% |
| Jacobs Engr Group Inc |
Opened
3,278
|
$438,000 | 0.02% |
| Ameren Corp. |
Opened
5,460
|
$437,000 | 0.02% |
| Walgreens Boots Alliance Inc |
Opened
8,310
|
$437,000 | 0.02% |
| Phillips 66 |
Opened
5,083
|
$436,000 | 0.02% |
| Atmos Energy Corp. |
Opened
5,535
|
$532,000 | 0.02% |
| L3Harris Technologies Inc |
Opened
2,001
|
$433,000 | 0.02% |
| Fiserv, Inc. |
Opened
3,898
|
$416,000 | 0.02% |
| Morgan Stanley |
Opened
4,537
|
$416,000 | 0.02% |
| Progressive Corp. |
Opened
4,168
|
$409,000 | 0.02% |
| YETI Holdings Inc |
Opened
4,442
|
$408,000 | 0.02% |
| TC Energy Corporation |
Opened
8,155
|
$404,000 | 0.02% |
| Henry Jack & Assoc Inc |
Opened
2,469
|
$404,000 | 0.02% |
| Intercontinental Exchange In |
Opened
3,402
|
$403,000 | 0.02% |
| Vulcan Matls Co |
Opened
2,265
|
$394,000 | 0.02% |
| Monolithic Pwr Sys Inc |
Opened
1,051
|
$392,000 | 0.02% |
| Prudential Finl Inc |
Opened
3,798
|
$389,000 | 0.02% |
| TREX Co., Inc. |
Opened
3,732
|
$381,000 | 0.02% |
| Epam Sys Inc |
Opened
730
|
$373,000 | 0.02% |
| Taiwan Semiconductor Mfg Ltd |
Opened
3,028
|
$363,000 | 0.01% |
| Diageo plc |
Opened
1,888
|
$362,000 | 0.01% |
| RingCentral Inc. |
Opened
1,236
|
$359,000 | 0.01% |
| Globant S.A. |
Opened
1,519
|
$333,000 | 0.01% |
| Citigroup Inc |
Opened
4,688
|
$332,000 | 0.01% |
| Freshpet Inc |
Opened
1,986
|
$323,000 | 0.01% |
| Enphase Energy Inc |
Opened
1,757
|
$322,000 | 0.01% |
| Generac Holdings Inc |
Opened
766
|
$318,000 | 0.01% |
| Tyler Technologies, Inc. |
Opened
688
|
$312,000 | 0.01% |
| Progyny Inc |
Opened
5,266
|
$310,000 | 0.01% |
| Etsy Inc |
Opened
1,491
|
$307,000 | 0.01% |
| LHC Group Inc |
Opened
1,519
|
$304,000 | 0.01% |
| Universal Display Corp. |
Opened
1,342
|
$298,000 | 0.01% |
| Neogenomics Inc. |
Opened
6,512
|
$294,000 | 0.01% |
| Illinois Tool Wks Inc |
Opened
1,305
|
$292,000 | 0.01% |
| Ford Mtr Co Del |
Opened
19,461
|
$289,000 | 0.01% |
| Floor & Decor Holdings Inc |
Opened
2,582
|
$273,000 | 0.01% |
| Veeva Sys Inc |
Opened
876
|
$273,000 | 0.01% |
| Zoetis Inc |
Opened
1,436
|
$267,000 | 0.01% |
| Humana Inc. |
Opened
604
|
$267,000 | 0.01% |
| Chegg Inc |
Opened
3,151
|
$262,000 | 0.01% |
| Flexshares Tr |
Opened
4,800
|
$260,000 | 0.01% |
| BP plc |
Opened
9,651
|
$255,000 | 0.01% |
| Five Below Inc |
Opened
1,320
|
$255,000 | 0.01% |
| Advanced Drain Sys Inc Del |
Opened
2,179
|
$254,000 | 0.01% |
| Element Solutions Inc |
Opened
10,853
|
$254,000 | 0.01% |
| Spdr Index Shs Fds |
Opened
4,917
|
$253,000 | 0.01% |
| Southern Copper Corporation |
Opened
3,880
|
$250,000 | 0.01% |
| Global Net Lease, Inc. |
Opened
13,188
|
$244,000 | 0.01% |
| Unum Group |
Opened
8,595
|
$244,000 | 0.01% |
| Cimarex Energy Co. |
Opened
3,312
|
$240,000 | 0.01% |
| ITT Inc |
Opened
2,623
|
$240,000 | 0.01% |
| Thor Industries, Inc. |
Opened
2,106
|
$238,000 | 0.01% |
| D.R. Horton Inc. |
Opened
2,620
|
$237,000 | 0.01% |
| Carrier Global Corporation |
Opened
4,849
|
$236,000 | 0.01% |
| Hamilton Lane Inc |
Opened
2,560
|
$233,000 | 0.01% |
| Motorola Solutions Inc |
Opened
1,073
|
$233,000 | 0.01% |
| RH |
Opened
342
|
$232,000 | 0.01% |
| Focus Finl Partners Inc |
Opened
4,635
|
$224,000 | 0.01% |
| Ameriprise Finl Inc |
Opened
880
|
$219,000 | 0.01% |
| Oneok Inc. |
Opened
3,865
|
$215,000 | 0.01% |
| Boston Scientific Corp. |
Opened
4,967
|
$212,000 | 0.01% |
| Mckesson Corporation |
Opened
1,076
|
$206,000 | 0.01% |
| Nikola Corporation |
Opened
11,265
|
$203,000 | 0.01% |
| Invesco Exch Traded Fd Tr Ii |
Opened
9,428
|
$222,000 | 0.01% |
| Yum China Holdings Inc |
Opened
2,905
|
$192,000 | 0.01% |
| International Paper Co. |
Opened
2,904
|
$178,000 | 0.01% |
| Archer Daniels Midland Co. |
Opened
2,920
|
$177,000 | 0.01% |
| Eaton Vance Tax-managed Dive |
Opened
12,251
|
$172,000 | 0.01% |
| Moderna Inc |
Opened
676
|
$159,000 | 0.01% |
| Continental Res Inc |
Opened
4,154
|
$158,000 | 0.01% |
| Gan Ltd |
Opened
8,707
|
$143,000 | 0.01% |
| Blackstone Senior Floatng Ra |
Opened
8,659
|
$142,000 | 0.01% |
| Surgery Partners Inc |
Opened
2,000
|
$133,000 | 0.01% |
| Nuveen Corporate Income 2023 |
Opened
11,000
|
$110,000 | 0.00% |
| Tapestry Inc |
Opened
2,334
|
$101,000 | 0.00% |
| Consolidated Edison, Inc. |
Opened
1,250
|
$90,000 | 0.00% |
| Marathon Pete Corp |
Opened
1,470
|
$89,000 | 0.00% |
| Fortive Corp |
Opened
1,202
|
$84,000 | 0.00% |
| Putnam Premier Income Tr |
Opened
17,970
|
$84,000 | 0.00% |
| Cincinnati Finl Corp |
Opened
565
|
$66,000 | 0.00% |
| Two Hbrs Invt Corp |
Opened
8,557
|
$65,000 | 0.00% |
| Autonation Inc. |
Opened
660
|
$63,000 | 0.00% |
| Ryman Hospitality Pptys Inc |
Opened
783
|
$62,000 | 0.00% |
| Ishares Silver Tr |
Opened
2,500
|
$61,000 | 0.00% |
| Blackrock Muniholdings Fd In |
Opened
3,591
|
$60,000 | 0.00% |
| Nuveen Taxable Municpal Inm |
Opened
2,524
|
$59,000 | 0.00% |
| Trade Desk Inc |
Opened
750
|
$58,000 | 0.00% |
| Macquarie Infrastructure Cor |
Opened
1,450
|
$55,000 | 0.00% |
| Blackrock Muniyield Quality |
Opened
3,700
|
$55,000 | 0.00% |
| Old Natl Bancorp Ind |
Opened
3,051
|
$54,000 | 0.00% |
| Spirit Rlty Cap Inc New |
Opened
1,102
|
$53,000 | 0.00% |
| Mid-amer Apt Cmntys Inc |
Opened
314
|
$53,000 | 0.00% |
| Charles Riv Labs Intl Inc |
Opened
134
|
$50,000 | 0.00% |
| Prologis Inc |
Opened
419
|
$50,000 | 0.00% |
| South Jersey Inds Inc |
Opened
1,892
|
$49,000 | 0.00% |
| First Tr Exchange-traded Fd |
Opened
1,000
|
$47,000 | 0.00% |
| Hartford Finl Svcs Group Inc |
Opened
720
|
$45,000 | 0.00% |
| Nuveen Amt Free Mun Cr Inc F |
Opened
2,510
|
$45,000 | 0.00% |
| Fifth Third Bancorp |
Opened
1,190
|
$45,000 | 0.00% |
| Edwards Lifesciences Corp |
Opened
435
|
$45,000 | 0.00% |
| Trane Technologies plc |
Opened
238
|
$44,000 | 0.00% |
| Avangrid Inc |
Opened
820
|
$42,000 | 0.00% |
| New York City REIT, Inc. |
Opened
3,126
|
$41,000 | 0.00% |
| Vail Resorts Inc. |
Opened
127
|
$40,000 | 0.00% |
| Ppg Inds Inc |
Opened
225
|
$38,000 | 0.00% |
| Fb Finl Corp |
Opened
1,026
|
$38,000 | 0.00% |
| Under Armour Inc |
Opened
2,000
|
$37,000 | 0.00% |
| Alibaba Group Hldg Ltd |
Opened
161
|
$37,000 | 0.00% |
| National Retail Properties I |
Opened
785
|
$37,000 | 0.00% |
| KeyCorp |
Opened
1,760
|
$36,000 | 0.00% |
| Aon plc. |
Opened
147
|
$35,000 | 0.00% |
| BCE Inc |
Opened
665
|
$33,000 | 0.00% |
| Equinix Inc |
Opened
40
|
$32,000 | 0.00% |
| Cbre Clarion Global Real Est |
Opened
3,579
|
$32,000 | 0.00% |
| Nxp Semiconductors N V |
Opened
150
|
$31,000 | 0.00% |
| Pimco Dynamic Cr Income Fd |
Opened
1,400
|
$31,000 | 0.00% |
| Blackstone Strategic Credit |
Opened
2,234
|
$31,000 | 0.00% |
| MercadoLibre Inc |
Opened
20
|
$31,000 | 0.00% |
| American Wtr Wks Co Inc New |
Opened
195
|
$30,000 | 0.00% |
| Expedia Group Inc |
Opened
175
|
$29,000 | 0.00% |
| First Tr Value Line Divid In |
Opened
700
|
$28,000 | 0.00% |
| Citizens Finl Group Inc |
Opened
600
|
$28,000 | 0.00% |
| TransUnion |
Opened
250
|
$27,000 | 0.00% |
| Old Dominion Freight Line In |
Opened
105
|
$27,000 | 0.00% |
| Applied Matls Inc |
Opened
190
|
$27,000 | 0.00% |
| Entergy Corp. |
Opened
260
|
$26,000 | 0.00% |
| MetLife, Inc. |
Opened
440
|
$26,000 | 0.00% |
| Synchrony Financial |
Opened
535
|
$26,000 | 0.00% |
| Ally Finl Inc |
Opened
500
|
$25,000 | 0.00% |
| Twitter Inc |
Opened
360
|
$25,000 | 0.00% |
| Eversource Energy |
Opened
297
|
$24,000 | 0.00% |
| Palantir Technologies Inc. |
Opened
895
|
$24,000 | 0.00% |
| EBay Inc. |
Opened
311
|
$22,000 | 0.00% |
| Brookfield Asset Mgmt Reins |
Opened
420
|
$22,000 | 0.00% |
| Lyft Inc |
Opened
350
|
$21,000 | 0.00% |
| Amphastar Pharmaceuticals In |
Opened
1,000
|
$20,000 | 0.00% |
| Exelon Corp. |
Opened
454
|
$20,000 | 0.00% |
| Kayne Anderson Energy Infrst |
Opened
2,255
|
$20,000 | 0.00% |
| Baxter International Inc. |
Opened
240
|
$19,000 | 0.00% |
| Healthcare Tr Amer Inc |
Opened
680
|
$18,000 | 0.00% |
| Discovery Inc |
Opened
566
|
$17,000 | 0.00% |
| Vontier Corporation |
Opened
479
|
$16,000 | 0.00% |
| Summit Finl Group Inc |
Opened
744
|
$16,000 | 0.00% |
| Otis Worldwide Corporation |
Opened
190
|
$16,000 | 0.00% |
| WEC Energy Group Inc |
Opened
164
|
$15,000 | 0.00% |
| South St Corp |
Opened
176
|
$14,000 | 0.00% |
| Viatris Inc. |
Opened
931
|
$13,000 | 0.00% |
| Nuveen Floating Rate Income |
Opened
1,280
|
$13,000 | 0.00% |
| Doubleline Opportunistic Cr |
Opened
378
|
$8,000 | 0.00% |
| Flowers Foods, Inc. |
Opened
200
|
$5,000 | 0.00% |
| Church & Dwight Co., Inc. |
Opened
48
|
$4,000 | 0.00% |
| New Jersey Res Corp |
Opened
100
|
$4,000 | 0.00% |
| Liberty Global plc |
Opened
95
|
$3,000 | 0.00% |
| Realty Income Corp. |
Opened
45
|
$3,000 | 0.00% |
| Black Hills Corporation |
Opened
37
|
$2,000 | 0.00% |
| Organon & Co |
Opened
38
|
$1,000 | 0.00% |
| Gilead Sciences, Inc. |
Opened
17
|
$1,000 | 0.00% |
| Nucor Corp. |
Opened
6
|
$1,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 364 holdings | |||
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