Q2 2020 Holdings
Filed 2020-08-07 | 188 holdings | $17.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | Core S&p500 ETF | 464287200 | $1.3K | 4,066 | 0.0% |
| Royal Dutch Shell Plc(RDS/A) | Spons ADR A | 780259206 | $1.3K | 39,000 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $1.3K | 24,862 | 0.0% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $1.3K | 5,978 | 0.0% |
| Berkshire Hathaway Inc Del(BRK/B) | Cl B New | 084670702 | $1.4K | 7,699 | 0.0% |
| Automatic Data Processing Inc(ADP) | COM | 053015103 | $1.4K | 9,434 | 0.0% |
| Ishares TR(IXN) | Global Tech ETF | 464287291 | $1.4K | 6,007 | 0.0% |
| Raytheon Technologies Corp(RTX) | COM | 75513E101 | $1.5K | 23,981 | 0.0% |
| Duke Energy Corp New(DUK) | COM New | 26441C204 | $1.5K | 18,622 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $1.5K | 6,415 | 0.0% |
| Bk of America Corp(BAC) | COM | 060505104 | $1.5K | 64,711 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $1.5K | 20,032 | 0.0% |
| Renaissance Cap Greenwich Fd(IPO) | IPO ETF | 759937204 | $1.6K | 40,100 | 0.0% |
| Ishares TR(IGIB) | Intrm TR Crp ETF | 464288638 | $1.7K | 27,400 | 0.0% |
| ETF Managers TR | Prime Mobile Pay | 26924G409 | $1.7K | 33,885 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $1.7K | 27,933 | 0.0% |
| Invesco Exch Traded Fd TR II(CQQQ) | China Technlgy | 46138E800 | $1.7K | 26,653 | 0.0% |
| Ishares TR(IDV) | Intl Sel Div ETF | 464288448 | $1.7K | 68,750 | 0.0% |
| Dominion Energy Inc(D) | COM | 25746U109 | $1.8K | 21,958 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $1.8K | 30,425 | 0.0% |
| United Bankshares Inc West V(UBSI) | COM | 909907107 | $1.9K | 68,508 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $1.9K | 5,245 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $1.9K | 7,634 | 0.0% |
| Disney Walt Co(DIS) | COM Disney | 254687106 | $2.0K | 17,788 | 0.0% |
| Amazon Com Inc(AMZN) | COM | 023135106 | $2.0K | 722 | 0.0% |
| Facebook Inc(META) | Cl A | 30303M102 | $2.0K | 8,809 | 0.0% |
| Ishares TR(IWM) | Russell 2000 ETF | 464287655 | $2.0K | 14,223 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $2.1K | 34,462 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $2.1K | 23,278 | 0.0% |
| Spdr SER TR(XHE) | Hlth Cr Equip | 78464A581 | $2.2K | 24,190 | 0.0% |
| Exchange Traded Concepts TR(ROBO) | ROBO Glb ETF | 301505707 | $2.2K | 49,940 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS Class A | G1151C101 | $2.2K | 10,143 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $2.3K | 19,152 | 0.0% |
| Alphabet Inc(GOOGL) | Cap Stk Cl A | 02079K305 | $2.3K | 1,644 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $2.3K | 26,208 | 0.0% |
| First TR Exchange Traded Fd(CIBR) | NASDAQ CYB ETF | 33734X846 | $2.5K | 75,025 | 0.0% |
| Ishares Gold Trust(IAUUSD) | Ishares | 464285105 | $2.5K | 149,800 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $2.6K | 27,382 | 0.0% |
| Ishares TR(ACWX) | MSCI ACWI Ex US | 464288240 | $2.7K | 62,150 | 0.0% |
| Select Sector Spdr TR(XLI) | SBI Int-Inds | 81369Y704 | $2.7K | 39,139 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $2.7K | 83,235 | 0.0% |
| Ishares TR(IWR) | Rus Mid Cap ETF | 464287499 | $2.9K | 53,241 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $2.9K | 12,304 | 0.0% |
| Waste Mgmt Inc Del(WM) | COM | 94106L109 | $2.9K | 27,600 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $3.1K | 69,349 | 0.0% |
| Alps ETF Tr(SBIO) | Med Breakthgh | 00162Q593 | $3.2K | 75,428 | 0.0% |
| Select Sector Spdr TR(XLF) | SBI Int-Finl | 81369Y605 | $3.2K | 138,858 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.3K | 17,217 | 0.0% |
| First TR Nas100 Eq Weighted(QQEW) | SHS | 337344105 | $3.4K | 42,100 | 0.0% |
| Ishares TR(IVW) | S&P 500 Grwt ETF | 464287309 | $3.4K | 16,418 | 0.0% |