United Advisor is an investment fund managing more than $266 billion ran by Kendra Means. There are currently 210 companies in Mrs. Means’s portfolio. The largest investments include Nvidia Corporation Com and United Parcel Service, together worth $18.5 billion.
As of 1st August 2024, United Advisor’s top holding is 10,774 shares of Nvidia Corporation Com currently worth over $9.73 billion and making up 3.7% of the portfolio value.
In addition, the fund holds 58,774 shares of United Parcel Service worth $8.74 billion, whose value fell 16.6% in the past six months.
The third-largest holding is Apple Inc worth $8.39 billion and the next is Amazon.com worth $7.8 billion, with 43,232 shares owned.
Currently, United Advisor's portfolio is worth at least $266 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.
The United Advisor office and employees reside in Cincinnati, Ohio. According to the last 13-F report filed with the SEC, Kendra Means serves as the Consultant at United Advisor.
In the most recent 13F filing, United Advisor revealed that it had opened a new position in
Nvidia Corporation Com and bought 10,774 shares worth $9.73 billion.
The investment fund also strengthened its position in Amazon.com by buying
23,964 additional shares.
This makes their stake in Amazon.com total 43,232 shares worth $7.8 billion.
Amazon.com soared 16.3% in the past year.
On the other hand, there are companies that United Advisor is getting rid of from its portfolio.
United Advisor closed its position in Lululemon Athletica inc on 8th August 2024.
It sold the previously owned 1,005 shares for $515 million.
Kendra Means also disclosed a decreased stake in United Parcel Service by 0.2%.
This leaves the value of the investment at $8.74 billion and 58,774 shares.
The two most similar investment funds to United Advisor are Clearstead Trust and Lantz. They manage $322 billion and $322 billion respectively.
United Advisor’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 7.3% of
the total portfolio value.
The fund focuses on investments in the United States as
12.4% 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
11% of the total holdings value.
On the other hand, small-cap stocks make up only 4.3% of the portfolio.
The average market cap of the portfolio companies is close to $156 billion.
These positions were updated on August 8th 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 |
|---|---|---|---|
| Nvidia Corporation Com |
Opened
10,774
|
$9,734,960,000 | 3.66% |
| United Parcel Service, Inc. |
19.37%
58,774
|
$8,735,580,000 | 3.28% |
| Apple Inc |
Opened
48,907
|
$8,386,572,000 | 3.15% |
| Amazon.com Inc. |
124.37%
43,232
|
$7,798,189,000 | 2.93% |
| Microsoft Corp Com |
27.87%
17,176
|
$7,226,295,000 | 2.72% |
| Schwab Us Large-cap Etf |
32.04%
110,211
|
$6,839,694,000 | 2.57% |
| Wisdomtree Us Quality Dividend Growth Fund |
Opened
88,396
|
$6,734,894,000 | 2.53% |
| First Trust Rising Dividend Achievers ETF |
Opened
111,282
|
$6,250,689,000 | 2.35% |
| T Rowe Price Dividend Growth Etf |
Opened
140,010
|
$5,320,396,000 | 2.00% |
| Jpmorgan Ultra-short Income Etf Ultra Short Income Fund |
Opened
98,590
|
$4,973,866,000 | 1.87% |
| Fs Kkr Cap Corp Com |
75.54%
255,688
|
$4,875,970,000 | 1.83% |
| Wisdomtree Us Largecap Dividend Fund |
Opened
67,423
|
$4,867,248,000 | 1.83% |
| Aptus Collared Investment Opportunity Etf |
Opened
134,266
|
$4,837,846,000 | 1.82% |
| Wisdomtree Us Midcap Dividend Fund |
Opened
90,345
|
$4,406,115,000 | 1.66% |
| Ares Dynamic Cr Allocation Fd Com |
Opened
286,658
|
$4,079,143,000 | 1.53% |
| Vanguard Ftse Developed Markets Etf |
30.03%
75,200
|
$3,772,787,000 | 1.42% |
| Strive 500 Etf |
Opened
110,990
|
$3,735,923,000 | 1.40% |
| Pioneer Nat Res Co Com |
Opened
12,567
|
$3,298,838,000 | 1.24% |
| Ishares Msci Usa Quality Factor Etf |
1,302.33%
19,254
|
$3,164,395,000 | 1.19% |
| Duff Phelps Utlity And Infst Com |
Opened
320,421
|
$3,063,225,000 | 1.15% |
| Aptus Enhanced Yield Etf |
117.72%
129,763
|
$3,033,859,000 | 1.14% |
| Opus Small Cap Value Etf |
Opened
80,734
|
$2,903,195,000 | 1.09% |
| Midcap Financial Invstmnt Corp Com New |
Opened
186,881
|
$2,810,690,000 | 1.06% |
| Golub Cap Bdc Inc Com |
Opened
162,536
|
$2,702,974,000 | 1.02% |
| Dimensional International Core Equity Market ETF |
Opened
87,591
|
$2,647,000,000 | 0.99% |
| Jpmorgan Chase Co Com |
Opened
12,836
|
$2,571,052,000 | 0.97% |
| Aptus Defined Risk Etf |
Opened
94,020
|
$2,506,574,000 | 0.94% |
| Procter And Gamble Co Com |
36.93%
14,634
|
$2,374,367,000 | 0.89% |
| Proshares Sp Midcap 400 Dividend Aristocrats Etf |
Opened
30,034
|
$2,359,442,000 | 0.89% |
| Oaktree Specialty Lending Corp Com |
Opened
118,945
|
$2,338,459,000 | 0.88% |
| Proshares Russell 2000 Dividend Growers Etf |
Opened
35,800
|
$2,291,723,000 | 0.86% |
| Starwood Ppty Tr Inc Com |
Opened
103,236
|
$2,098,788,000 | 0.79% |
| Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund |
Opened
44,027
|
$2,053,633,000 | 0.77% |
| Alphabet Inc Cap Stk Cl A |
Opened
13,188
|
$1,990,465,000 | 0.75% |
| First Trust Tcw Unconstrained Plus Bond Etf |
237.56%
79,185
|
$1,947,952,000 | 0.73% |
| Goldman Sachs Bdc Inc Shs |
Opened
129,562
|
$1,940,839,000 | 0.73% |
| Vanguard Growth Etf |
21.16%
5,583
|
$1,921,668,000 | 0.72% |
| Wisdomtree International Hedged Quality Dividend Growth Fund |
Opened
41,795
|
$1,920,065,000 | 0.72% |
| Wisdomtree Us Smallcap Quality Dividend Growth Fund |
Opened
38,549
|
$1,913,555,000 | 0.72% |
| Spdr Sp 500 Etf Trust |
Opened
3,617
|
$1,891,945,000 | 0.71% |
| Vanguard Value Etf |
7.07%
11,085
|
$1,805,303,000 | 0.68% |
| Ares Capital Corp Com |
Opened
86,527
|
$1,801,492,000 | 0.68% |
| Palantir Technologies Inc. |
Opened
78,187
|
$1,799,083,000 | 0.68% |
| Exxon Mobil Corp Com |
Opened
15,376
|
$1,787,306,000 | 0.67% |
| Enterprise Prods Partners L P Com |
Opened
60,834
|
$1,775,136,000 | 0.67% |
| Cambria Foreign Shareholder Yield Etf |
Opened
64,710
|
$1,747,805,000 | 0.66% |
| Spdr Portfolio Sp 500 Growth Etf |
Opened
23,839
|
$1,743,806,000 | 0.66% |
| Ishares Core Us Aggregate Bond Etf |
234.37%
17,802
|
$1,743,528,000 | 0.66% |
| Meta Platforms Inc |
Opened
3,564
|
$1,730,607,000 | 0.65% |
| Ishares Sp 500 Value Etf |
521.97%
9,230
|
$1,724,256,000 | 0.65% |
| Blackrock Tcp Capital Corp Com |
Opened
159,940
|
$1,668,172,000 | 0.63% |
| Invesco Qqq Trust Series I |
Opened
3,706
|
$1,645,501,000 | 0.62% |
| Commerce Bancshares, Inc. |
54.81%
30,569
|
$1,626,271,000 | 0.61% |
| Wisdomtree Emerging Markets Smallcap Dividend Fund |
Opened
31,272
|
$1,590,486,000 | 0.60% |
| Verizon Communications Inc |
453.39%
36,762
|
$1,542,533,000 | 0.58% |
| Tesla Inc |
Opened
8,306
|
$1,460,112,000 | 0.55% |
| Walmart Inc |
122.84%
22,153
|
$1,332,946,000 | 0.50% |
| Ishares Msci Global Min Vol Factor Etf |
235.28%
12,489
|
$1,314,717,000 | 0.49% |
| Invesco NASDAQ 100 ETF |
Opened
7,173
|
$1,310,436,000 | 0.49% |
| Vanguard Ftse Emerging Markets Etf |
155.24%
30,583
|
$1,277,452,000 | 0.48% |
| Jpmorgan Municipal Etf |
1.76%
25,162
|
$1,276,720,000 | 0.48% |
| First Trust TCW Opportunistic Fixed Income ETF |
Opened
29,171
|
$1,271,837,000 | 0.48% |
| First Trust Preferred Securities Income Etf |
Opened
72,812
|
$1,261,103,000 | 0.47% |
| Cambria Emerging Shareholder Yield Etf |
Opened
36,743
|
$1,232,371,000 | 0.46% |
| Bain Cap Specialty Fin Inc Com Stk |
Opened
76,213
|
$1,195,020,000 | 0.45% |
| Vanguard Mega Cap Growth Etf |
7.43%
3,905
|
$1,119,212,000 | 0.42% |
| Ark Innovation Etf |
Opened
22,210
|
$1,112,277,000 | 0.42% |
| Target Corp Com |
Opened
6,227
|
$1,103,487,000 | 0.41% |
| Wisdomtree Us Smallcap Dividend Fund |
Opened
33,489
|
$1,094,420,000 | 0.41% |
| Costco Whsl Corp New Com |
Opened
1,464
|
$1,072,570,000 | 0.40% |
| Vanguard Small Cap Value Etf |
46.71%
5,503
|
$1,055,915,000 | 0.40% |
| Vanguard Sp 500 Etf |
94.58%
2,189
|
$1,052,100,000 | 0.40% |
| Fedex Corp Com |
Opened
3,603
|
$1,043,933,000 | 0.39% |
| Annaly Capital Management Inc Com New |
Opened
52,255
|
$1,028,901,000 | 0.39% |
| Intuitive Surgical Inc Com New |
Opened
2,474
|
$987,349,000 | 0.37% |
| Altria Group Inc. |
Opened
22,560
|
$984,067,000 | 0.37% |
| Sei Enhanced Us Large Cap Value Factor Etf |
Opened
31,314
|
$969,795,000 | 0.36% |
| Sei Enhanced Us Large Cap Momentum Factor Etf |
Opened
29,766
|
$956,724,000 | 0.36% |
| First Trust Value Line Dividend Index Fund |
Opened
22,636
|
$955,919,000 | 0.36% |
| Lowes Cos Inc Com |
87.22%
3,561
|
$907,094,000 | 0.34% |
| Adobe Inc |
Opened
1,749
|
$882,545,000 | 0.33% |
| Vanguard Mega Cap Value Etf |
Opened
7,295
|
$871,825,000 | 0.33% |
| Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund |
Opened
15,012
|
$868,595,000 | 0.33% |
| First Trust Mid Cap Core AlphaDEX Fund |
Opened
7,616
|
$863,478,000 | 0.32% |
| Gladstone Invt Corp Com |
67.80%
59,446
|
$845,917,000 | 0.32% |
| Vanguard Taxexempt Bond Etf |
36.64%
16,635
|
$841,731,000 | 0.32% |
| Home Depot, Inc. |
46.10%
2,171
|
$832,796,000 | 0.31% |
| Schwab Us Smallcap Etf |
54.57%
16,385
|
$806,797,000 | 0.30% |
| Aptus International Enhanced Yield |
Opened
38,501
|
$801,206,000 | 0.30% |
| Vanguard Total Stock Market Etf |
31.70%
3,066
|
$796,853,000 | 0.30% |
| Vanguard Total Bond Market Etf |
Opened
10,610
|
$770,604,000 | 0.29% |
| Mcdonalds Corp Com |
54.49%
2,685
|
$757,036,000 | 0.28% |
| Zoetis Inc |
Opened
4,436
|
$750,616,000 | 0.28% |
| Progressive Corp Com |
45.70%
3,615
|
$747,654,000 | 0.28% |
| Blackrock Us Equity Factor Rotation Etf |
Opened
16,146
|
$716,882,000 | 0.27% |
| Columbia Em Core Ex-china Etf |
Opened
22,136
|
$688,430,000 | 0.26% |
| Vanguard Total International Bond Etf |
Opened
13,143
|
$646,504,000 | 0.24% |
| 3m Co Com |
Opened
5,808
|
$616,055,000 | 0.23% |
| WisdomTree Emerging Markets Quality Dividend Growth Fund |
Opened
23,735
|
$609,990,000 | 0.23% |
| Cincinnati Finl Corp Com |
42.95%
4,885
|
$606,577,000 | 0.23% |
| Philip Morris Intl Inc Com |
102.30%
6,609
|
$605,517,000 | 0.23% |
| Hartford Total Return Bond Etf |
52.95%
17,609
|
$594,128,000 | 0.22% |
| Apollo Sr Floating Rate Fd Inc Com |
Opened
41,522
|
$591,689,000 | 0.22% |
| Berkshire Hathaway Inc Del Cl B New |
Opened
1,393
|
$585,784,000 | 0.22% |
| Visa Inc |
Opened
2,065
|
$576,300,000 | 0.22% |
| Neuberger Berman Option Strategy Etf |
Opened
21,392
|
$556,941,000 | 0.21% |
| International Business Machs Com |
6.53%
2,892
|
$552,256,000 | 0.21% |
| Wisdomtree Yield Enhanced Us Aggregate Bond Fund |
Opened
12,516
|
$543,211,000 | 0.20% |
| Bristolmyers Squibb Co Com |
Opened
9,899
|
$536,823,000 | 0.20% |
| Copart, Inc. |
Opened
9,196
|
$532,632,000 | 0.20% |
| Sunoco Lpsunoco Fin Corp Com Ut Rep Lp |
Opened
8,631
|
$520,363,000 | 0.20% |
| Lululemon Athletica inc. |
Closed
1,005
|
$515,234,000 | |
| Lockheed Martin Corp Com |
40.77%
1,129
|
$513,548,000 | 0.19% |
| Schwab Us Large-cap Growth Etf |
Opened
5,457
|
$505,973,000 | 0.19% |
| Att Inc Com |
Opened
28,570
|
$502,832,000 | 0.19% |
| Doubleline Income Solutions Fd Com |
Opened
39,426
|
$500,710,000 | 0.19% |
| Chipotle Mexican Grill |
21.46%
172
|
$499,964,000 | 0.19% |
| Aptus Drawdown Managed Equity Etf |
Opened
11,837
|
$497,036,000 | 0.19% |
| Johnson Johnson Com |
45.00%
3,128
|
$494,818,000 | 0.19% |
| Technology Select Sector Spdr Fund |
Opened
2,362
|
$491,934,000 | 0.18% |
| Vanguard Us Momentum Factor Etf |
Opened
3,220
|
$487,122,000 | 0.18% |
| Chevron Corp New Com |
Opened
3,046
|
$480,476,000 | 0.18% |
| Goldman Sachs Equal Weight Us Large Cap Equity Etf |
Opened
6,562
|
$477,779,000 | 0.18% |
| Ishares Core Msci Eafe Etf |
Opened
6,318
|
$468,922,000 | 0.18% |
| Sei Enhanced Us Large Cap Quality Factor Etf |
Opened
14,320
|
$460,730,000 | 0.17% |
| Advanced Micro Devices Inc. |
Opened
2,549
|
$460,069,000 | 0.17% |
| First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index |
Opened
3,944
|
$452,022,000 | 0.17% |
| Blackstone Secd Lending Fd Common Stock |
Opened
14,410
|
$448,872,000 | 0.17% |
| Ishares Core Sp 500 Etf |
66.73%
847
|
$445,293,000 | 0.17% |
| Schrodinger, Inc. |
Opened
16,422
|
$443,394,000 | 0.17% |
| Blue Owl Capital Corporation Com |
Opened
28,200
|
$433,716,000 | 0.16% |
| Starbucks Corp Com |
Opened
4,723
|
$431,635,000 | 0.16% |
| Ishares Global Energy Etf |
Opened
10,011
|
$429,972,000 | 0.16% |
| First Trust NASDAQ Cybersecurity ETF |
Opened
7,553
|
$425,914,000 | 0.16% |
| Icahn Enterprises Lp Depositary Unit |
Opened
24,839
|
$422,511,000 | 0.16% |
| Merck Co Inc Com |
Opened
3,199
|
$422,108,000 | 0.16% |
| Doubleline Opportunistic Cr Fd Com |
Opened
26,963
|
$415,769,000 | 0.16% |
| Bank America Corp Com |
Opened
10,862
|
$411,887,000 | 0.15% |
| Vanguard Short Term Bond Etf |
31.77%
5,267
|
$403,821,000 | 0.15% |
| Main Str Cap Corp Com |
Opened
8,383
|
$396,600,000 | 0.15% |
| Invesco Sp 500 Equal Weight Etf |
69.19%
2,235
|
$378,542,000 | 0.14% |
| Vanguard Ftse Developed Markets Etf |
Closed
2,138
|
$365,815,000 | |
| Ishares Sp 500 Growth Etf |
54.23%
4,316
|
$364,443,000 | 0.14% |
| First Trust Nyse Arca Biotechnology Index Fund |
Opened
2,359
|
$362,743,000 | 0.14% |
| Pimco Active Bond Exchange Traded Fund |
Opened
3,891
|
$357,449,000 | 0.13% |
| Nuveen Esg Large Cap Growth Etf |
Opened
4,664
|
$355,770,000 | 0.13% |
| Invesco Dividend Achievers ETF |
No change
8,349
|
$355,417,000 | 0.13% |
| Northrop Grumman Corp Com |
Opened
739
|
$353,730,000 | 0.13% |
| Coca Cola Co Com |
Opened
5,746
|
$351,540,000 | 0.13% |
| Invesco Sp 500 Revenue Etf |
Opened
3,698
|
$346,614,000 | 0.13% |
| Newmont Corp Com |
Opened
9,254
|
$331,663,000 | 0.12% |
| Simon Ppty Group Inc New Com |
52.74%
2,103
|
$329,098,000 | 0.12% |
| Ishares 20 Year Treasury Bond Etf |
Opened
3,456
|
$327,007,000 | 0.12% |
| Blackstone Inc |
Opened
2,482
|
$326,060,000 | 0.12% |
| iShares 0-3 Month Treasury Bond |
Opened
3,228
|
$325,092,000 | 0.12% |
| Illumina Inc |
Opened
2,349
|
$322,565,000 | 0.12% |
| Cintas Corp Com |
49.56%
459
|
$315,347,000 | 0.12% |
| Ft Vest Nasdaq-100 Buffer Etf June |
Opened
12,083
|
$308,237,000 | 0.12% |
| Ishares National Muni Bond Etf |
43.59%
2,862
|
$307,951,000 | 0.12% |
| First Trust Horizon Managed Volatility Domestic Etf |
Opened
8,551
|
$305,973,000 | 0.11% |
| Bny Mellon Core Bond Etf |
Opened
7,240
|
$303,139,000 | 0.11% |
| General Mtrs Co Com |
Opened
6,669
|
$302,439,000 | 0.11% |
| Uber Technologies Inc |
Opened
3,905
|
$300,646,000 | 0.11% |
| Vanguard Mid-cap Value Etf |
35.04%
1,904
|
$296,853,000 | 0.11% |
| Avery Dennison Corp Com |
Opened
1,306
|
$291,565,000 | 0.11% |
| Cion Invt Corp Com |
Opened
26,359
|
$289,949,000 | 0.11% |
| Schwab Us Large Cap Value Etf |
Opened
3,784
|
$287,508,000 | 0.11% |
| Fifth Third Bancorp Com |
7.40%
7,692
|
$286,219,000 | 0.11% |
| First Trust Horizon Managed Volatility Developed Intl Etf |
Opened
9,741
|
$285,109,000 | 0.11% |
| Regeneron Pharmaceuticals Com |
Opened
295
|
$283,935,000 | 0.11% |
| British Amern Tob Plc Sponsored Adr |
Opened
9,260
|
$282,430,000 | 0.11% |
| Vanguard Sp 500 Growth Etf |
Opened
918
|
$279,724,000 | 0.11% |
| Kla Corp Com New |
Opened
400
|
$279,428,000 | 0.11% |
| Energy Transfer L P Com Ut Ltd Ptn |
Opened
17,706
|
$278,515,000 | 0.10% |
| Ebay Inc. Com |
Opened
5,274
|
$278,362,000 | 0.10% |
| Ishares Core Msci International Developed Markets Etf |
Opened
4,056
|
$272,279,000 | 0.10% |
| Medtronic Plc Shs |
Opened
3,104
|
$270,514,000 | 0.10% |
| Ishares Iboxx High Yield Corporate Bond Etf |
Opened
3,475
|
$270,112,000 | 0.10% |
| Netflix Inc. |
Opened
440
|
$267,225,000 | 0.10% |
| Spdr Portfolio High Yield Bond Etf |
Opened
11,365
|
$266,623,000 | 0.10% |
| Applied Matls Inc Com |
No change
1,290
|
$266,037,000 | 0.10% |
| Vanguard Mid Cap Growth Etf |
Opened
1,124
|
$265,028,000 | 0.10% |
| Alphabet Inc Cap Stk Cl C |
Opened
1,700
|
$258,842,000 | 0.10% |
| T Rowe Price Ultra Short Term Bond Etf |
Opened
5,222
|
$257,591,000 | 0.10% |
| Proshares Msci Emerging Markets Dividend Growers Etf |
Opened
5,861
|
$255,744,000 | 0.10% |
| Ft Vest Us Equity Deep Buffer Etf July |
Opened
6,508
|
$251,729,000 | 0.09% |
| DocuSign Inc |
Opened
4,133
|
$246,120,000 | 0.09% |
| Midcap Financial Invstmnt Corp Com New |
Closed
933
|
$245,164,000 | |
| Vanguard Smallcap Growth Etf |
Opened
931
|
$242,730,000 | 0.09% |
| Spdr Portfolio Msci Global Stock Market Etf |
Opened
4,053
|
$241,883,000 | 0.09% |
| Invesco Sp 500 Top 50 Etf |
Opened
5,687
|
$239,593,000 | 0.09% |
| The Cigna Group Com |
Opened
651
|
$236,437,000 | 0.09% |
| Vaneck High Yield Muni Etf |
Opened
4,472
|
$233,707,000 | 0.09% |
| Oreilly Automotive Inc Com |
Opened
206
|
$232,549,000 | 0.09% |
| Ishares Us Treasury Bond Etf |
Opened
10,127
|
$230,592,000 | 0.09% |
| American Tower Corp New Com |
Opened
1,158
|
$228,809,000 | 0.09% |
| Spdr Portfolio Sp 500 Value Etf |
Opened
4,560
|
$228,456,000 | 0.09% |
| Walgreens Boots Alliance Inc |
Opened
10,330
|
$224,058,000 | 0.08% |
| Wisdomtree Dynamic Currency Hedged International Smallcap Equity Fund |
Opened
6,394
|
$219,570,000 | 0.08% |
| Nrg Energy Inc Com New |
Opened
3,230
|
$218,639,000 | 0.08% |
| Ishares 13 Year Treasury Bond Etf |
Opened
2,671
|
$218,434,000 | 0.08% |
| Iq Candriam International Equity Etf |
50.00%
7,246
|
$216,445,000 | 0.08% |
| Jpmorgan Ultra-short Municipal Income Etf |
Opened
4,238
|
$215,036,000 | 0.08% |
| Price T Rowe Group Inc Com |
Opened
1,739
|
$212,019,000 | 0.08% |
| Intuit Com |
Opened
324
|
$210,600,000 | 0.08% |
| Vanguard Emerging Markets Government Bond Etf |
Opened
3,266
|
$208,534,000 | 0.08% |
| Goldman Sachs Group, Inc. |
93.13%
498
|
$208,010,000 | 0.08% |
| Ishares Core Sp Mid-cap Etf |
Opened
3,410
|
$207,123,000 | 0.08% |
| Diamondback Energy Inc |
Opened
1,039
|
$205,899,000 | 0.08% |
| Stanley Black Decker Inc Com |
Opened
2,092
|
$204,870,000 | 0.08% |
| Iq Candriam International Equity Etf |
Closed
526
|
$203,935,000 | |
| Spdr Sp Dividend Etf |
Opened
1,537
|
$201,716,000 | 0.08% |
| Wisdomtree Global Ex Us Quality Dividend Growth Fund |
Opened
5,160
|
$200,672,000 | 0.08% |
| Blackrock Munivest Fd Ii Inc Com |
Opened
10,912
|
$119,050,000 | 0.04% |
| No transactions found | |||
| Showing first 500 out of 214 holdings | |||