CIK 1555909
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2019-Q2. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Unclassified | 66.91% | 98 |
| Pharmaceuticals & Biotechnology | 3.43% | 12 |
| Specialty Retail | 3.13% | 7 |
| Oil, Gas & Consumable Fuels | 2.81% | 5 |
| Banks | 2.71% | 7 |
| Software | 2.71% | 5 |
| Chemicals | 2.20% | 8 |
| Aerospace & Defense | 2.04% | 5 |
| Semiconductors & Semiconductor Equipment | 1.41% | 5 |
| Hotels, Restaurants & Leisure | 1.36% | 3 |
| Diversified Telecommunication Services | 1.25% | 2 |
| Beverages | 1.16% | 3 |
| Entertainment | 1.06% | 1 |
| Insurance | 0.93% | 6 |
| Road & Rail | 0.91% | 3 |
| Commercial Services & Supplies | 0.90% | 8 |
| Utilities | 0.80% | 8 |
| Software & IT Services | 0.74% | 6 |
| Food Products | 0.72% | 4 |
| Professional Services | 0.65% | 2 |
| Technology Hardware & Equipment | 0.43% | 5 |
| Health Care Equipment & Supplies | 0.40% | 4 |
| Paper & Forest Products | 0.38% | 4 |
| Food & Staples Retailing | 0.22% | 1 |
| Communications Equipment | 0.12% | 2 |
| Distributors | 0.12% | 2 |
| Media & Entertainment | 0.11% | 3 |
| Capital Markets | 0.08% | 2 |
| Machinery | 0.08% | 6 |
| Tobacco | 0.08% | 2 |
| Electrical Equipment & Components | 0.07% | 1 |
| Construction & Engineering | 0.03% | 1 |
| Agricultural Products | 0.03% | 1 |
| Industrial Conglomerates | 0.01% | 1 |
| Equity Real Estate Investment Trusts (REITs) | 0.01% | 1 |
| Metals & Mining | 0.00% | 1 |
| Automobiles & Components | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | PTLC | PACER FDS TR | Unclassified | 12.64% |
| 2 | HDV | ISHARES TR | Unclassified | 7.85% |
| 3 | IEMG | ISHARES INC | Unclassified | 5.79% |
| 4 | FTSM | FIRST TR EXCHANGE-TRADED FD | Unclassified | 5.75% |
| 5 | IXUS | ISHARES TR | Unclassified | 4.87% |
| 6 | FXU | FIRST TR EXCHANGE TRADED FD | Unclassified | 4.70% |
| 7 | MSFT | MICROSOFT CORP | Information Technology | 2.61% |
| 8 | FXG | FIRST TR EXCHANGE TRADED FD | Unclassified | 2.44% |
| 9 | HD | HOME DEPOT, INC. | Consumer Discretionary | 1.87% |
| 10 | EMB | ISHARES TR | Unclassified | 1.58% |
138/236 names classified · sector 33.1% of weight · industry 33.1% · mkt cap 30.7%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 33.1% of the book is sector-classified (unclassified names shown, never dropped).
Only 30% of book weight classified — the grid is NOT representative of the whole book.
Classified: 30.4% of book weight (127/214 names) · unclassified 69.6%: PTLC, HDV, IEMG, FTSM, , IXUS, FXU, FXG, EMB, GOVT +77 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | PTLCPACER FDS TR | 522,457 | $16M | 12.6% | TRIM −9% |
| 2 | HDVISHARES TR | 107,050 | $10M | 7.9% | TRIM −6% |
| 3 | IEMGISHARES INC | 151,724 | $7M | 5.8% | TRIM −6% |
| 4 | FTSMFIRST TR EXCHANGE-TRADED FD | 122,922 | $7M | 5.8% | TRIM −4% |
| 5 | IXUSISHARES TR | 108,156 | $6M | 4.9% | TRIM −6% |
| 6 | FXUFIRST TR EXCHANGE TRADED FD | 203,617 | $6M | 4.7% | TRIM −9% |
| 7 | MSFTMICROSOFT CORP | 24,105 | $3M | 2.6% | TRIM −2% |
| 8 | FXGFIRST TR EXCHANGE TRADED FD | 64,717 | $3M | 2.4% | TRIM −8% |
| 9 | HDHOME DEPOT INC | 10,372 | $2M | 1.9% | TRIM −3% |
| 10 | EMBISHARES TR | 17,937 | $2M | 1.6% | ADD 15% |
| 11 | FIRST TR EXCHANGE TRADED FD | 53,195 | $2M | 1.4% | TRIM −5% |
| 12 | LHXL3HARRIS TECHNOLOGIES INC | 8,266 | $2M | 1.3% | TRIM −5% |
| 13 | ROYAL DUTCH SHELL PLC | 27,934 | $2M | 1.3% | HOLD |
| 14 | CVXCHEVRON CORP NEW | 12,508 | $1M | 1.2% | TRIM −5% |
| 15 | GOVTISHARES TR | 53,522 | $1M | 1.1% | TRIM −3% |
| 16 | DISDISNEY WALT CO | 10,455 | $1M | 1.1% | TRIM −5% |
| 17 | TAT&T INC | 35,688 | $1M | 1.1% | TRIM −7% |
| 18 | JPSTJ P MORGAN EXCHANGE TRADED F | 24,717 | $1M | 1.0% | ADD 16% |
| 19 | JMSTJ P MORGAN EXCHANGE TRADED F | 23,845 | $1M | 0.9% | HOLD |
| 20 | IVVISHARES TR | 3,923 | $1M | 0.9% | TRIM −10% |
| 21 | JPMJPMORGAN CHASE & CO | 9,610 | $1M | 0.9% | TRIM −6% |
| 22 | FPEFirst Trust Preferred Secs & Inc ETF | 56,836 | $1M | 0.9% | TRIM −6% |
| 23 | COPCONOCOPHILLIPS | 19,108 | $1M | 0.8% | TRIM −5% |
| 24 | JDJD.COM INC | 38,195 | $1M | 0.8% | TRIM −7% |
| 25 | XOMEXXON MOBIL CORP | 14,160 | $1M | 0.8% | TRIM −4% |
| 26 | MCDMCDONALDS CORP | 4,655 | $999,000 | 0.8% | TRIM −6% |
| 27 | BACBANK AMERICA CORP | 33,950 | $990,000 | 0.8% | TRIM −7% |
| 28 | ANNALY MORTGAGE MANAGEMENT | 112,255 | $988,000 | 0.8% | TRIM −4% |
| 29 | AJGGALLAGHER ARTHUR J & CO | 10,945 | $980,000 | 0.8% | TRIM −5% |
| 30 | ALBALBEMARLE CORP | 14,021 | $975,000 | 0.8% | TRIM −7% |
| 31 | ABTABBOTT LABS | 11,614 | $972,000 | 0.8% | TRIM −4% |
| 32 | ACNACCENTURE PLC IRELAND | 4,734 | $911,000 | 0.7% | TRIM −4% |
| 33 | BWXSPDR SERIES TRUST | 31,067 | $892,000 | 0.7% | TRIM −7% |
| 34 | ADIANALOG DEVICES INC | 7,926 | $886,000 | 0.7% | TRIM −5% |
| 35 | MCHPMICROCHIP TECHNOLOGY INC. | 9,423 | $875,000 | 0.7% | TRIM −5% |
| 36 | FTSLFIRST TR EXCHANGE-TRADED FD | 18,071 | $857,000 | 0.7% | TRIM −7% |
| 37 | PAYXPAYCHEX INC | 10,034 | $831,000 | 0.6% | TRIM −6% |
| 38 | VIGVANGUARD SPECIALIZED FUNDS | 6,892 | $824,000 | 0.6% | HOLD |
| 39 | INVESCO EXCHNG TRADED FD TR | 29,956 | $815,000 | 0.6% | TRIM −8% |
| 40 | RAYTHEON CO | 4,154 | $815,000 | 0.6% | TRIM −4% |
| 41 | ITOTISHARES TR | 12,112 | $812,000 | 0.6% | ADD 47% |
| 42 | NVSNOVARTIS AG | 9,307 | $809,000 | 0.6% | TRIM −3% |
| 43 | MCHIISHARES TR MSCI CHINA ETF | 14,240 | $799,000 | 0.6% | HOLD |
| 44 | PEPPEPSICO INC | 5,680 | $779,000 | 0.6% | TRIM −4% |
| 45 | PGPROCTER AND GAMBLE CO | 6,165 | $767,000 | 0.6% | TRIM −6% |
| 46 | UPWKUPWORK INC | 57,055 | $759,000 | 0.6% | TRIM −6% |
| 47 | FSTAFIDELITY COVINGTON TRUST | 20,556 | $753,000 | 0.6% | TRIM −10% |
| 48 | MBBISHARES TR | 6,757 | $732,000 | 0.6% | ADD 33% |
| 49 | IGIBISHARES TR | 12,604 | $730,000 | 0.6% | TRIM −3% |
| 50 | HONHONEYWELL INTL INC | 4,306 | $729,000 | 0.6% | TRIM −4% |
| 51 | FDISFIDELITY COVINGTON TRUST | 15,699 | $718,000 | 0.6% | TRIM −9% |
| 52 | SBUXSTARBUCKS CORP | 8,006 | $708,000 | 0.6% | TRIM −4% |
| 53 | FNCLFIDELITY COVINGTON TRUST | 17,122 | $696,000 | 0.5% | ADD 8547% |
| 54 | JNJJOHNSON & JOHNSON | 5,312 | $687,000 | 0.5% | TRIM −6% |
| 55 | DEODIAGEO PLC | 4,029 | $659,000 | 0.5% | TRIM −5% |
| 56 | LQDISHARES TR | 5,169 | $659,000 | 0.5% | TRIM −30% |
| 57 | NEARISHARES U S ETF TR | 13,001 | $654,000 | 0.5% | ADD 9% |
| 58 | TSNTYSON FOODS INC | 7,405 | $638,000 | 0.5% | TRIM −5% |
| 59 | AMGNAMGEN INC | 3,142 | $608,000 | 0.5% | TRIM −4% |
| 60 | PFFISHARES TR | 16,009 | $601,000 | 0.5% | TRIM −6% |
| 61 | UPSUNITED PARCEL SERVICE INC | 4,986 | $597,000 | 0.5% | TRIM −2% |
| 62 | UNPUNION PAC CORP | 3,277 | $531,000 | 0.4% | TRIM −4% |
| 63 | NVONOVO-NORDISK A S | 9,784 | $506,000 | 0.4% | TRIM −4% |
| 64 | WFCWELLS FARGO CO NEW | 9,880 | $498,000 | 0.4% | TRIM −4% |
| 65 | DDDUPONT DE NEMOURS INC | 6,736 | $480,000 | 0.4% | TRIM −12% |
| 66 | IEFAISHARES TR | 7,813 | $477,000 | 0.4% | TRIM −2% |
| 67 | SYKSTRYKER CORPORATION | 2,202 | $476,000 | 0.4% | TRIM −4% |
| 68 | GILDGILEAD SCIENCES INC | 6,815 | $432,000 | 0.3% | TRIM −5% |
| 69 | PNCPNC FINL SVCS GROUP INC | 3,012 | $422,000 | 0.3% | TRIM −4% |
| 70 | SRESEMPRA | 2,639 | $390,000 | 0.3% | TRIM −4% |
| 71 | USBUS BANCORP | 7,045 | $390,000 | 0.3% | TRIM −3% |
| 72 | AMZNAMAZON COM INC | 214 | $371,000 | 0.3% | ADD 27% |
| 73 | MINTPIMCO ETF TR | 3,446 | $351,000 | 0.3% | ADD 19% |
| 74 | AAPLAPPLE INC | 1,526 | $342,000 | 0.3% | ADD 22% |
| 75 | VCVINVESCO CALIF VALUE MUN INCO | 25,789 | $331,000 | 0.3% | TRIM −3% |
| 76 | SONSONOCO PRODS CO | 5,605 | $326,000 | 0.3% | TRIM −4% |
| 77 | MAGELLAN MIDSTREAM PARTNERS LP | 4,841 | $321,000 | 0.2% | TRIM −9% |
| 78 | USMVISHARES TR | 4,961 | $318,000 | 0.2% | ADD 21% |
| 79 | DOWDOW HLDGS INC | 6,441 | $307,000 | 0.2% | TRIM −12% |
| 80 | CVSCVS HEALTH CORP | 4,557 | $287,000 | 0.2% | TRIM −4% |
| 81 | EPDENTERPRISE PRODS PARTNERS L | 10,059 | $287,000 | 0.2% | TRIM −11% |
| 82 | LYBLYONDELLBASELL INDUSTRIES N | 2,919 | $261,000 | 0.2% | TRIM −4% |
| 83 | VZVERIZON COMMUNICATIONS INC | 4,235 | $256,000 | 0.2% | TRIM −7% |
| 84 | CBS CORP NEW | 5,922 | $239,000 | 0.2% | TRIM −3% |
| 85 | KHCKRAFT HEINZ CO | 8,517 | $238,000 | 0.2% | ADD 89% |
| 86 | MTUMISHARES TR | 1,831 | $218,000 | 0.2% | ADD 29% |
| 87 | IXNISHARES TR | 1,107 | $205,000 | 0.2% | TRIM −9% |
| 88 | BSVVANGUARD BD INDEX FDS | 2,475 | $200,000 | 0.2% | HOLD |
| 89 | BKLNINVESCO EXCH TRADED FD TR II | 7,733 | $175,000 | 0.1% | HOLD |
| 90 | XBKNXBLACKROCK INVT QUALITY MUN T | 10,380 | $162,000 | 0.1% | TRIM −12% |
| 91 | SYYSYSCO CORP | 1,922 | $153,000 | 0.1% | TRIM −16% |
| 92 | UNILEVER N V | 2,485 | $149,000 | 0.1% | HOLD |
| 93 | SOSOUTHERN CO | 2,348 | $145,000 | 0.1% | TRIM −12% |
| 94 | KMBKIMBERLY-CLARK CORP | 1,014 | $144,000 | 0.1% | TRIM −10% |
| 95 | TLTISHARES TR | 959 | $137,000 | 0.1% | NEW |
| 96 | PFEPFIZER INC | 3,767 | $135,000 | 0.1% | ADD 22% |
| 97 | FLOTISHARES TR | 2,571 | $131,000 | 0.1% | HOLD |
| 98 | HYGISHARES TR | 1,424 | $124,000 | 0.1% | TRIM −72% |
| 99 | LMTLOCKHEED MARTIN CORP | 318 | $124,000 | 0.1% | TRIM −17% |
| 100 | QCOMQUALCOMM INC | 1,580 | $120,000 | 0.1% | TRIM −13% |
| 101 | TRVTRAVELERS COMPANIES INC | 792 | $118,000 | 0.1% | TRIM −16% |
| 102 | CSCOCISCO SYS INC | 2,365 | $117,000 | 0.1% | TRIM −5% |
| 103 | DUKDUKE ENERGY CORP NEW | 1,192 | $114,000 | 0.1% | TRIM −15% |
| 104 | BB&T CORP | 2,042 | $109,000 | 0.1% | TRIM −16% |
| 105 | SHVISHARES TR | 907 | $100,000 | 0.1% | HOLD |
| 106 | DIREXION DAILY S&P BIOTECH BULL 3X ETF | 3,105 | $96,000 | 0.1% | ADD 310400% |
| 107 | MAINMAIN STR CAP CORP | 2,220 | $96,000 | 0.1% | HOLD |
| 108 | BIPBROOKFIELD INFRAST PARTNERS | 1,905 | $95,000 | 0.1% | HOLD |
| 109 | ABBVABBVIE INC | 1,236 | $94,000 | 0.1% | TRIM −15% |
| 110 | MAMASTERCARD INCORPORATED | 333 | $90,000 | 0.1% | ADD 909% |
| 111 | GEGENERAL ELECTRIC CO | 10,000 | $89,000 | 0.1% | TRIM −22% |
| 112 | REALITY SHS ETF TR | 3,355 | $88,000 | 0.1% | TRIM −22% |
| 113 | DNPDNP SELECT INCOME FD INC | 5,960 | $77,000 | 0.1% | HOLD |
| 114 | CMCSACOMCAST CORP NEW | 1,645 | $74,000 | 0.1% | HOLD |
| 115 | VVISA INC | 400 | $69,000 | 0.1% | NEW |
| 116 | IJRISHARES TR | 866 | $67,000 | 0.1% | ADD 258% |
| 117 | BXBLACKSTONE INC | 1,360 | $66,000 | 0.1% | HOLD |
| 118 | PMPHILIP MORRIS INTL INC | 871 | $66,000 | 0.1% | ADD 135% |
| 119 | RQICOHEN & STEERS QUALITY INCOM | 4,035 | $64,000 | 0.0% | HOLD |
| 120 | BIVVANGUARD BD INDEX FDS | 725 | $64,000 | 0.0% | HOLD |
| 121 | VBRVANGUARD INDEX FDS | 500 | $64,000 | 0.0% | NEW |
| 122 | ETVEATON VANCE TX MNG BY WRT OP | 4,000 | $59,000 | 0.0% | HOLD |
| 123 | KOCOCA COLA CO | 994 | $54,000 | 0.0% | ADD 67% |
| 124 | NFLXNETFLIX INC | 200 | $54,000 | 0.0% | HOLD |
| 125 | METAMETA PLATFORMS INC | 298 | $53,000 | 0.0% | ADD 51% |
| 126 | IDVISHARES TR | 1,730 | $53,000 | 0.0% | HOLD |
| 127 | AZOAUTOZONE INC | 46 | $50,000 | 0.0% | ADD 35% |
| 128 | BUIBLACKROCK UTILS INFRASTRUCTU | 2,000 | $49,000 | 0.0% | HOLD |
| 129 | MRKMERCK & CO INC | 583 | $49,000 | 0.0% | HOLD |
| 130 | TGTTARGET CORP | 435 | $47,000 | 0.0% | HOLD |
| 131 | IJSISHARES TR | 298 | $45,000 | 0.0% | HOLD |
| 132 | TOTLSSGA ACTIVE ETF TR | 890 | $44,000 | 0.0% | TRIM −53% |
| 133 | PGRPROGRESSIVE CORP | 563 | $43,000 | 0.0% | HOLD |
| 134 | VCSHVANGUARD SCOTTSDALE FDS | 526 | $43,000 | 0.0% | HOLD |
| 135 | CDNSCADENCE DESIGN SYSTEM INC | 638 | $42,000 | 0.0% | HOLD |
| 136 | CMGCHIPOTLE MEXICAN GRILL INC | 50 | $42,000 | 0.0% | NEW |
| 137 | MDLZMONDELEZ INTL INC | 751 | $42,000 | 0.0% | HOLD |
| 138 | KKRKKR & CO INC | 1,530 | $41,000 | 0.0% | HOLD |
| 139 | VARIAN MED SYS INC | 336 | $40,000 | 0.0% | HOLD |
| 140 | ADPAUTOMATIC DATA PROCESSING IN | 240 | $39,000 | 0.0% | HOLD |
| 141 | AKAMAKAMAI TECHNOLOGIES INC | 417 | $38,000 | 0.0% | NEW |
| 142 | BAXBAXTER INTL INC | 438 | $38,000 | 0.0% | HOLD |
| 143 | BURLBURLINGTON STORES INC | 192 | $38,000 | 0.0% | NEW |
| 144 | DUNKIN BRANDS GROUP INC | 473 | $38,000 | 0.0% | NEW |
| 145 | VDEVANGUARD WORLD FD | 490 | $38,000 | 0.0% | NEW |
| 146 | CIENCIENA CORP | 955 | $37,000 | 0.0% | NEW |
| 147 | EMEEMCOR GROUP INC | 434 | $37,000 | 0.0% | NEW |
| 148 | INTCINTEL CORP | 721 | $37,000 | 0.0% | ADD 82% |
| 149 | LLYELI LILLY & CO | 329 | $37,000 | 0.0% | HOLD |
| 150 | ORCLORACLE CORP | 677 | $37,000 | 0.0% | HOLD |
| 151 | CSXCSX CORP | 525 | $36,000 | 0.0% | NEW |
| 152 | FTNTFORTINET INC | 467 | $36,000 | 0.0% | HOLD |
| 153 | ROPROPER TECHNOLOGIES INC | 100 | $36,000 | 0.0% | NEW |
| 154 | SLBSCHLUMBERGER LTD | 1,061 | $36,000 | 0.0% | HOLD |
| 155 | AXPAMERICAN EXPRESS CO | 300 | $35,000 | 0.0% | NEW |
| 156 | BIIBBIOGEN INC | 151 | $35,000 | 0.0% | HOLD |
| 157 | BMYBRISTOL-MYERS SQUIBB CO | 689 | $35,000 | 0.0% | ADD 59% |
| 158 | MOALTRIA GROUP INC | 841 | $34,000 | 0.0% | HOLD |
| 159 | HIIHUNTINGTON INGALLS INDS INC | 162 | $34,000 | 0.0% | HOLD |
| 160 | PCEFINVESCO EXCH TRADED FD TR II | 1,521 | $34,000 | 0.0% | HOLD |
| 161 | VNQVANGUARD INDEX FDS | 367 | $34,000 | 0.0% | HOLD |
| 162 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 165 | $34,000 | 0.0% | HOLD |
| 163 | CTVACORTEVA INC | 1,170 | $33,000 | 0.0% | NEW |
| 164 | EPAMEPAM SYS INC | 180 | $33,000 | 0.0% | HOLD |
| 165 | GOOGLALPHABET INC | 25 | $31,000 | 0.0% | HOLD |
| 166 | ETENERGY TRANSFER L P | 2,350 | $31,000 | 0.0% | HOLD |
| 167 | IWVISHARES TR | 179 | $31,000 | 0.0% | HOLD |
| 168 | XAWFXALLIANCEBERNSTEIN GLOBAL HIG | 2,469 | $30,000 | 0.0% | HOLD |
| 169 | GOOGALPHABET INC | 25 | $30,000 | 0.0% | NEW |
| 170 | EDCONSOLIDATED EDISON INC | 300 | $28,000 | 0.0% | HOLD |
| 171 | XAWPXABRDN GLOBAL PREMIER PPTYS F | 4,172 | $26,000 | 0.0% | HOLD |
| 172 | DOVDOVER CORP | 257 | $26,000 | 0.0% | HOLD |
| 173 | MUBISHARES TR | 228 | $26,000 | 0.0% | HOLD |
| 174 | WALGREENS BOOTS ALLIANCE INC | 467 | $26,000 | 0.0% | HOLD |
| 175 | WMWASTE MGMT INC DEL | 225 | $26,000 | 0.0% | NEW |
| 176 | NOWSERVICENOW INC | 100 | $25,000 | 0.0% | NEW |
| 177 | WMTWALMART INC | 212 | $25,000 | 0.0% | HOLD |
| 178 | CNCCENTENE CORP DEL | 522 | $23,000 | 0.0% | HOLD |
| 179 | DISCOVER FINL SVCS | 283 | $23,000 | 0.0% | HOLD |
| 180 | IBMINTERNATIONAL BUSINESS MACHS | 160 | $23,000 | 0.0% | HOLD |
| 181 | HYSPIMCO ETF TR | 227 | $23,000 | 0.0% | HOLD |
| 182 | ADBEADOBE INC | 79 | $22,000 | 0.0% | HOLD |
| 183 | DECKDECKERS OUTDOOR CORP | 152 | $22,000 | 0.0% | HOLD |
| 184 | JPINJ P MORGAN EXCHANGE TRADED F | 390 | $21,000 | 0.0% | HOLD |
| 185 | UGIUGI CORP NEW | 408 | $21,000 | 0.0% | NEW |
| 186 | ETNEATON CORP PLC | 244 | $20,000 | 0.0% | HOLD |
| 187 | CNKCINEMARK HOLDINGS INC | 476 | $18,000 | 0.0% | HOLD |
| 188 | UNHUNITEDHEALTH GROUP INC | 85 | $18,000 | 0.0% | HOLD |
| 189 | FMATFIDELITY COVINGTON TRUST | 482 | $16,000 | 0.0% | HOLD |
| 190 | IWRISHARES TR | 282 | $16,000 | 0.0% | HOLD |
| 191 | IJHISHARES TR | 82 | $16,000 | 0.0% | ADD 74% |
| 192 | JPEMJ P MORGAN EXCHANGE TRADED F | 314 | $16,000 | 0.0% | HOLD |
| 193 | MMM3M CO | 100 | $16,000 | 0.0% | NEW |
| 194 | APDAIR PRODS & CHEMS INC | 66 | $15,000 | 0.0% | HOLD |
| 195 | EWJISHARES INC | 268 | $15,000 | 0.0% | HOLD |
| 196 | CCITIGROUP INC | 200 | $14,000 | 0.0% | NEW |
| 197 | GLAXOSMITHKLINE PLC | 333 | $14,000 | 0.0% | HOLD |
| 198 | PHPARKER-HANNIFIN CORP | 79 | $14,000 | 0.0% | HOLD |
| 199 | FIREEYE INC | 963 | $13,000 | 0.0% | NEW |
| 200 | BABAALIBABA GROUP HLDG LTD | 74 | $12,000 | 0.0% | HOLD |
Where this firm's principals came from and which firms its alumni went on to found.
