Q2 2019 Holdings
Filed 2019-07-29 | 176 holdings | $13.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $1.3K | 29,567 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $1.4K | 28,219 | 0.0% |
| ETF Managers TR | ETFMG Altr Hrvst | 26924G508 | $1.4K | 44,000 | 0.0% |
| Duke Energy Corp New(DUK) | COM New | 26441C204 | $1.4K | 15,975 | 0.0% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $1.4K | 16,875 | 0.0% |
| Exchange Traded Concepts TR(ROBO) | ROBO GLB ETF | 301505707 | $1.5K | 36,940 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $1.5K | 17,901 | 0.0% |
| Ishares TR(IDV) | INTL SEL DIV ETF | 464288448 | $1.5K | 50,100 | 0.0% |
| Automatic Data Processing Inc(ADP) | COM | 053015103 | $1.6K | 9,484 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $1.6K | 5,375 | 0.0% |
| Welltower Inc(WELL) | COM | 95040Q104 | $1.6K | 19,646 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $1.6K | 7,878 | 0.0% |
| Alps ETF Tr(SBIO) | Med Breakthgh | 00162Q593 | $1.8K | 49,548 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.8K | 1,666 | 0.0% |
| Berkshire Hathaway Inc Del(BRK/B) | CL B New | 084670702 | $1.8K | 8,518 | 0.0% |
| Spdr Series Trust(KRE) | S&P REGL BKG | 78464A698 | $1.9K | 34,752 | 0.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $1.9K | 64,212 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $1.9K | 12,248 | 0.0% |
| Invesco Actively Managd ETF(PDBC) | OPTIMUM YIELD | 46090F100 | $1.9K | 118,608 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $1.9K | 14,130 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS Class A | G1151C101 | $2.0K | 10,775 | 0.0% |
| Walt Disney Co(DIS) | COM DISNEY | 254687106 | $2.0K | 14,454 | 0.0% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $2.1K | 9,446 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $2.2K | 22,408 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $2.2K | 19,951 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $2.3K | 12,319 | 0.0% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $2.3K | 42,590 | 0.0% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $2.3K | 41,300 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $2.5K | 6,774 | 0.0% |
| United Bankshares Inc West V(UBSI) | COM | 909907107 | $2.5K | 68,708 | 0.0% |
| Royal Dutch Shell PLC(RDS/A) | SPONS ADR A | 780259206 | $2.7K | 41,562 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $3.0K | 45,401 | 0.0% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $3.0K | 16,853 | 0.0% |
| First Tr Nas100 Eq Weighted(QQEW) | SHS | 337344105 | $3.0K | 45,750 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $3.1K | 23,436 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $3.1K | 24,635 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $3.3K | 63,894 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.3K | 19,242 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $3.4K | 39,964 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $3.4K | 58,873 | 0.0% |
| Waste Mgmt Inc del(WM) | COM | 94106L109 | $3.5K | 30,478 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $3.6K | 18,823 | 0.0% |
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $3.7K | 79,300 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $3.8K | 87,403 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $3.9K | 50,907 | 0.0% |
| Select Sector Spdr TR(XLF) | SBI INT-FINL | 81369Y605 | $4.1K | 146,941 | 0.0% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $4.1K | 303,050 | 0.0% |
| Select Sector Spdr TR(XLI) | SBI INT-INDS | 81369Y704 | $4.1K | 53,182 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $4.3K | 38,782 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $4.4K | 31,477 | 0.0% |