Aviance Capital Management 13F annual report
Aviance Capital Management is an investment fund managing more than $668 million ran by Teresa Koncick. There are currently 248 companies in Mrs. Koncick’s portfolio. The largest investments include Virtus Newfleet Multi-sect Bd Etf and Virtus Newfleet Dynamic Credit Etf, together worth $89.3 million.
Limited to 30 biggest holdings
$668 million Assets Under Management (AUM)
As of 7th October 2020, Aviance Capital Management’s top holding is 1,897,967 shares of Virtus Newfleet Multi-sect Bd Etf currently worth over $45.9 million and making up 6.9% of the portfolio value.
In addition, the fund holds 1,814,085 shares of Virtus Newfleet Dynamic Credit Etf worth $43.4 million.
The third-largest holding is First Trust Tactical High Yield Etf worth $43.2 million and the next is Two Rds Shared Tr Anfield Unvl Etf worth $26.1 million, with 2,618,095 shares owned.
Currently, Aviance Capital Management's portfolio is worth at least $668 million. 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 Aviance Capital Management
The Aviance Capital Management office and employees reside in Sarasota, Florida. According to the last 13-F report filed with the SEC, Teresa Koncick serves as the Chief Compliance Officer at Aviance Capital Management.
Recent trades
In the most recent 13F filing, Aviance Capital Management revealed that it had opened a new position in
Taiwan Semiconductor Manufacturing Co and bought 90,464 shares worth $3.71 million.
This means they effectively own approximately 0.1% of the company.
Taiwan Semiconductor Manufacturing Co makes up
9.7%
of the fund's Technology sector allocation and has grown its share price by 79.6% in the past year.
The investment fund also strengthened its position in Global X Mlp Etf by buying
1,142,336 additional shares.
This makes their stake in Global X Mlp Etf total 2,074,004 shares worth $18.4 million.
On the other hand, there are companies that Aviance Capital Management is getting rid of from its portfolio.
Aviance Capital Management closed its position in Ishares U.s. Healthcare Etf on 15th May 2019.
It sold the previously owned 3,675 shares for $665 thousand.
Teresa Koncick also disclosed a decreased stake in Virtus Newfleet Multi-sect Bd Etf by 0.1%.
This leaves the value of the investment at $45.9 million and 1,897,967 shares.
One of the average hedge funds
The two most similar investment funds to Aviance Capital Management are Dynamo Administracao De Recursos Ltda and Cadence Capital Management. They manage $668 million and $668 million respectively.
Teresa Koncick investment strategy
Aviance Capital Management’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Real Estate — making up 6.4% of
the total portfolio value.
The fund focuses on investments in the United States as
34.7% 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
30% of the total holdings value.
On the other hand, small-cap stocks make up only 2.0% of the portfolio.
The average market cap of the portfolio companies is close to $103 billion.
The complete list of Aviance Capital Management trades based on 13F SEC filings
These positions were updated on May 15th 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 |
|---|---|---|---|
| Virtus Newfleet Multi-sect Bd Etf |
10.22%
1,897,967
|
$45,874,000 | 6.86% |
| Virtus Newfleet Dynamic Credit Etf |
5.59%
1,814,085
|
$43,447,000 | 6.50% |
| First Trust Tactical High Yield Etf |
21.00%
904,165
|
$43,210,000 | 6.47% |
| Two Rds Shared Tr Anfield Unvl Etf |
16.07%
2,618,095
|
$26,145,000 | 3.91% |
| Global X Mlp Etf |
122.61%
2,074,004
|
$18,396,000 | 2.75% |
| Advisorshares Newfleet Mult-sect Inc Etf |
44.37%
377,487
|
$18,138,000 | 2.71% |
| Verizon Communications, Inc. |
26.22%
245,168
|
$14,497,000 | 2.17% |
| Att Inc |
13.81%
408,435
|
$12,809,000 | 1.92% |
| Spdr Sp Regional Banking Etf |
338.35%
242,971
|
$12,474,000 | 1.87% |
| Simon Property Group, Inc. |
18.18%
66,645
|
$12,143,000 | 1.82% |
| Crown Castle International Corp. |
20.19%
90,649
|
$11,603,000 | 1.74% |
| Select Sector Spdr Fund Shs Ben Consumer Discretionary |
267.05%
101,383
|
$11,542,000 | 1.73% |
| Invesco Qqq Trust |
57.45%
62,106
|
$11,158,000 | 1.67% |
| Welltower, Inc. |
7.25%
130,128
|
$10,098,000 | 1.51% |
| Financial Select Sector Spdr Etf |
24.79%
374,742
|
$9,635,000 | 1.44% |
| Royal Dutch Shell PLC |
17.25%
139,794
|
$8,940,000 | 1.34% |
| Spdr Sp 500 Etf |
12.86%
31,512
|
$8,902,000 | 1.33% |
| First Trust North Amer Engy Infrasetf |
55.06%
349,753
|
$8,649,000 | 1.29% |
| New Residential Invt Corp Com New |
34.60%
510,340
|
$8,630,000 | 1.29% |
| Annaly Capital Management, Inc. |
31.75%
852,063
|
$8,512,000 | 1.27% |
| Ishares Core Sp 500 |
38.87%
29,847
|
$8,493,000 | 1.27% |
| Bp Plc Adr |
13.10%
191,535
|
$8,374,000 | 1.25% |
| Broadcom, Inc. |
1,807.02%
27,423
|
$8,246,000 | 1.23% |
| Duke Energy Corp. |
19.70%
90,209
|
$8,119,000 | 1.21% |
| International Business Machines Corp. |
4,122.99%
56,208
|
$7,931,000 | 1.19% |
| First Trust Senior Loan Etf |
9.59%
167,897
|
$7,908,000 | 1.18% |
| ProShares Short 7-10 Year Treasury |
51.76%
283,137
|
$7,867,000 | 1.18% |
| QUALCOMM, Inc. |
0.97%
132,346
|
$7,548,000 | 1.13% |
| Spdr Blackstone / Gso Senior Loan Etf |
21.69%
160,758
|
$7,403,000 | 1.11% |
| Select Sector Spdr Trust Shs Ben Int Energy |
64.93%
103,780
|
$6,862,000 | 1.03% |
| NextEra Energy, Inc. |
22.29%
34,590
|
$6,687,000 | 1.00% |
| Spdr Dow Jones Industrial Average Etf |
40.62%
25,268
|
$6,548,000 | 0.98% |
| Royal Caribbean Group |
11.91%
56,504
|
$6,476,000 | 0.97% |
| Select Sector Spdr Trust The Utilities Select Sector Spdr Trust |
50.72%
110,752
|
$6,442,000 | 0.96% |
| Total SE |
14.47%
104,483
|
$5,815,000 | 0.87% |
| Spdr Dow Jones Reit Etf |
9.49%
57,925
|
$5,730,000 | 0.86% |
| Caterpillar, Inc. |
18.15%
41,401
|
$5,609,000 | 0.84% |
| PPL Corp. |
49.32%
174,657
|
$5,544,000 | 0.83% |
| Technology Select Sector Spdr Etf |
54.93%
73,935
|
$5,471,000 | 0.82% |
| Chevron Corp. |
1,260.25%
42,331
|
$5,214,000 | 0.78% |
| Vodafone Group Plc Adr |
41.47%
283,140
|
$5,148,000 | 0.77% |
| First Trust Preferred Sec Inc Etf |
15.89%
257,057
|
$4,899,000 | 0.73% |
| Virtus Cumberland Municipal Bond Etf |
14.73%
196,361
|
$4,883,000 | 0.73% |
| Exxon Mobil Corp. |
17,060.82%
58,690
|
$4,742,000 | 0.71% |
| Glaxosmithkline Plc Adr |
51.36%
111,350
|
$4,653,000 | 0.70% |
| The Southern Co. |
61.88%
89,671
|
$4,634,000 | 0.69% |
| Vanguard High Dividend Yield Etf |
4.92%
53,919
|
$4,619,000 | 0.69% |
| Ishares Preferredincome Securities Etf |
3.84%
125,255
|
$4,578,000 | 0.69% |
| Dominion Resources Inc |
62.74%
57,257
|
$4,389,000 | 0.66% |
| General Mills, Inc. |
18.26%
77,940
|
$4,033,000 | 0.60% |
| Rio Tinto Plc Adr |
17.79%
65,214
|
$3,838,000 | 0.57% |
| Western Digital Corp. |
1,157.99%
77,580
|
$3,728,000 | 0.56% |
| Taiwan Semiconductor Manufacturing Co., Ltd. |
Opened
90,464
|
$3,705,000 | 0.55% |
| SK Telecom Co., Ltd. |
18.85%
137,958
|
$3,379,000 | 0.51% |
| Ishares Nasdaq Biotechnology |
0.79%
29,739
|
$3,325,000 | 0.50% |
| Kimberly-Clark Corp. |
35.19%
25,388
|
$3,146,000 | 0.47% |
| Global X Superincome Preferred Etf |
12.07%
266,827
|
$3,098,000 | 0.46% |
| Deere Co |
3,972.61%
19,182
|
$3,066,000 | 0.46% |
| Consumer Staples Select Sector Spdr Etf |
77.89%
52,287
|
$2,934,000 | 0.44% |
| China Mobile Ltd. |
62,405.49%
56,880
|
$2,900,000 | 0.43% |
| Texas Instruments Incorporated |
Opened
26,562
|
$2,818,000 | 0.42% |
| First Trust Cloud Computing Etf |
7.65%
48,446
|
$2,791,000 | 0.42% |
| First Trust Nyse Arca Biotech Etf |
21.12%
17,629
|
$2,659,000 | 0.40% |
| Philip Morris International, Inc. |
16.23%
29,275
|
$2,588,000 | 0.39% |
| Spdr Sp Retail Etf |
7.09%
56,374
|
$2,537,000 | 0.38% |
| Invesco Senior Loan Etf |
57.30%
111,152
|
$2,516,000 | 0.38% |
| Ishares North American Tech |
8.04%
12,071
|
$2,489,000 | 0.37% |
| Ishares Core Us Aggregate Bond |
4.85%
21,799
|
$2,378,000 | 0.36% |
| Vaneck Vectors Pref Secs Ex Fincls Etf |
6.18%
122,289
|
$2,374,000 | 0.36% |
| Ishares Msci Eafe |
1.62%
34,087
|
$2,211,000 | 0.33% |
| iShares Global Financials ETF |
2.62%
35,860
|
$2,205,000 | 0.33% |
| Bce Inc Com New |
37.43%
48,426
|
$2,150,000 | 0.32% |
| Ishares Currency Hedged Msci Emerg Mkts |
7.05%
82,775
|
$2,110,000 | 0.32% |
| Ishares Global Comm Services Etf |
167.29%
36,950
|
$2,080,000 | 0.31% |
| Ishares Us Consumer Services |
7.61%
9,945
|
$2,032,000 | 0.30% |
| Vanguard Intmdt-term Trs Etf |
16.26%
29,954
|
$1,931,000 | 0.29% |
| Ishares Transportation Average |
2.59%
10,031
|
$1,878,000 | 0.28% |
| Ishares Us Aerospace Defense Etf |
68.14%
9,156
|
$1,827,000 | 0.27% |
| First Trust Materials Alphadex Etf |
7.87%
47,323
|
$1,798,000 | 0.27% |
| Ishares Global Healthcare |
22.16%
28,593
|
$1,747,000 | 0.26% |
| Spdr Doubleline Total Return Tact Etf |
2.03%
35,321
|
$1,708,000 | 0.26% |
| First Trust Dorsey Wright Focus 5 Etf |
5.16%
52,154
|
$1,568,000 | 0.23% |
| iShares Currency Hedged MSCI Eurozone ETF |
6.97%
51,040
|
$1,499,000 | 0.22% |
| Ishares Select Dividend |
7.24%
14,713
|
$1,444,000 | 0.22% |
| Vanguard Small-cap Etf |
5.38%
9,224
|
$1,409,000 | 0.21% |
| Vanguard Mid-cap Etf |
4.95%
8,750
|
$1,407,000 | 0.21% |
| Marathon Petroleum Corp. |
264.51%
23,318
|
$1,396,000 | 0.21% |
| First Trust Tcwopportunistic Fxd Inc Etf |
14.26%
26,800
|
$1,355,000 | 0.20% |
| Spdr Nuveen Sp High Yield Muni Bd Etf |
14.28%
22,813
|
$1,311,000 | 0.20% |
| Etfmg Prime Cyber Security Etf |
7.87%
32,646
|
$1,306,000 | 0.20% |
| American Electric Power Co., Inc. |
82.34%
15,426
|
$1,292,000 | 0.19% |
| Consolidated Edison, Inc. |
13.78%
14,723
|
$1,249,000 | 0.19% |
| Sony Corp. |
11.48%
28,254
|
$1,193,000 | 0.18% |
| Vaneck Vectors Semiconductor Etf |
25.66%
11,012
|
$1,171,000 | 0.18% |
| Vanguard Long-term Treasury Etf |
15.86%
14,987
|
$1,165,000 | 0.17% |
| Visa, Inc. |
69.85%
7,441
|
$1,162,000 | 0.17% |
| Intel Corp. |
18.94%
21,191
|
$1,138,000 | 0.17% |
| Ishares Global Energy Etf |
5.56%
32,786
|
$1,105,000 | 0.17% |
| Ishares Tips Bond |
15.75%
9,747
|
$1,102,000 | 0.16% |
| VanEck Vectors Mortgage REIT Income ETF |
703.65%
45,382
|
$1,070,000 | 0.16% |
| Ishares Core Sp Small-cap |
27.67%
13,356
|
$1,030,000 | 0.15% |
| Microsoft Corp. |
80.79%
8,694
|
$1,025,000 | 0.15% |
| Invesco Global Listed Private Equity Etf |
0.29%
84,623
|
$969,000 | 0.15% |
| Ishares Global Utilities Etf |
8.35%
17,173
|
$928,000 | 0.14% |
| Fluor Corp. |
138.35%
24,810
|
$913,000 | 0.14% |
| Iq Hedge Multi-strategy Tracker Etf |
4.56%
30,344
|
$912,000 | 0.14% |
| Wisdomtree Europe Hedged Equity Etf |
4.34%
14,218
|
$909,000 | 0.14% |
| Vaneck Vectors Biotech Etf |
4.71%
7,055
|
$907,000 | 0.14% |
| Ishares Sp 100 |
15.44%
7,164
|
$898,000 | 0.13% |
| Ipath Bloomberg Cmdty Tr Etn |
15.23%
38,111
|
$864,000 | 0.13% |
| Wisdomtree Managed Futures Strategy Etf |
4.20%
21,705
|
$844,000 | 0.13% |
| Iq Merger Arbitrage Etf |
5.51%
26,115
|
$834,000 | 0.12% |
| Wal-mart Stores Inc |
36.65%
8,392
|
$819,000 | 0.12% |
| Mcdonalds Corp |
20.21%
4,251
|
$807,000 | 0.12% |
| Vanguard Global Ex-us Real Estate Etf |
7.74%
12,946
|
$771,000 | 0.12% |
| Cisco Systems, Inc. |
141.89%
13,979
|
$755,000 | 0.11% |
| Alibaba Group Holding Ltd Adr |
4.74%
4,108
|
$750,000 | 0.11% |
| Spdr Gold Shares |
5.12%
6,026
|
$735,000 | 0.11% |
| Apple, Inc. |
7.09%
3,772
|
$717,000 | 0.11% |
| Ishares U.s. Healthcare Etf |
Closed
3,675
|
$665,000 | |
| Ishares Gold Trust |
16.14%
53,622
|
$664,000 | 0.10% |
| Invesco Sp 500 Buywrite Etf |
5.81%
31,475
|
$662,000 | 0.10% |
| Lockheed Martin Corp. |
26.04%
1,968
|
$591,000 | 0.09% |
| Ishares Mortgage Real Estate Etf |
30.55%
13,030
|
$565,000 | 0.08% |
| Wisdomtree Japan Smallcap Dividend Etf |
6.44%
8,065
|
$550,000 | 0.08% |
| Delta Air Lines, Inc. |
Opened
10,643
|
$550,000 | 0.08% |
| Ishares China Large-cap |
112.18%
12,404
|
$549,000 | 0.08% |
| Spdr Sp Homebuilders Etf |
4.77%
13,947
|
$538,000 | 0.08% |
| Las Vegas Sands Corp. |
36.08%
8,517
|
$519,000 | 0.08% |
| Ishares Global Consumer Staples |
8.07%
9,968
|
$515,000 | 0.08% |
| The Walt Disney Co. |
11.79%
4,616
|
$513,000 | 0.08% |
| Spdr Sp Oil Gas Explor Prodtn Etf |
19,530.12%
16,293
|
$501,000 | 0.07% |
| Spdr Ice Bofaml Crossover Corp Bd Etf |
5.10%
18,928
|
$493,000 | 0.07% |
| Spdr Sp Midcap 400 Etf |
19.90%
1,386
|
$479,000 | 0.07% |
| Vanguard Ftse Developed Markets Etf |
15.17%
11,591
|
$474,000 | 0.07% |
| American Tower Corp. |
92.41%
2,106
|
$415,000 | 0.06% |
| First Trust Nasdaq Cybersecurity Etf |
8.62%
13,975
|
$393,000 | 0.06% |
| First Trust Technology Alphadex Etf |
Opened
5,884
|
$376,000 | 0.06% |
| The Home Depot, Inc. |
8.04%
1,853
|
$356,000 | 0.05% |
| Ishares Core Sp Mid-cap |
16.03%
1,797
|
$340,000 | 0.05% |
| NVIDIA Corp. |
Opened
1,804
|
$324,000 | 0.05% |
| UnitedHealth Group, Inc. |
8.24%
1,292
|
$319,000 | 0.05% |
| salesforce.com, inc. |
8.09%
1,830
|
$290,000 | 0.04% |
| Cheniere Energy, Inc. |
38.14%
4,119
|
$282,000 | 0.04% |
| PayPal Holdings, Inc. |
Opened
2,533
|
$263,000 | 0.04% |
| SolarEdge Technologies, Inc. |
10.74%
6,973
|
$263,000 | 0.04% |
| Jd.com Inc Adr |
12.33%
8,100
|
$244,000 | 0.04% |
| Invesco Nasdaq Internet Etf |
4.67%
1,797
|
$242,000 | 0.04% |
| Vanguard Ftse Emerging Markets Etf |
15.72%
5,551
|
$236,000 | 0.04% |
| Xilinx, Inc. |
Closed
2,637
|
$225,000 | |
| The Boeing Co. |
Opened
589
|
$225,000 | 0.03% |
| Invesco Sp 500 Pure Growth Etf |
4.39%
1,939
|
$224,000 | 0.03% |
| Marathon Oil Corp. |
Opened
13,321
|
$223,000 | 0.03% |
| Compugen Ltd. |
6.82%
52,663
|
$218,000 | 0.03% |
| Dunkin Brands Group Inc |
Opened
2,852
|
$214,000 | 0.03% |
| Invesco Financial Preferred Etf |
14.22%
11,592
|
$212,000 | 0.03% |
| Advanced Micro Devices, Inc. |
43.39%
8,218
|
$210,000 | 0.03% |
| Invesco Variable Rate Preferred Etf |
13.86%
8,467
|
$208,000 | 0.03% |
| Proshares Short 20 Year Treasury |
12.08%
9,233
|
$199,000 | 0.03% |
| Zoetis, Inc. |
37.70%
1,963
|
$198,000 | 0.03% |
| Calix, Inc. |
2.67%
24,835
|
$191,000 | 0.03% |
| Tencent Holdings Ltd Adr |
Opened
4,087
|
$188,000 | 0.03% |
| Ishares Msci Acwi |
Closed
2,918
|
$187,000 | |
| Workday Inc |
9.23%
954
|
$184,000 | 0.03% |
| Vaneck Vectors High-yield Municipal Etf |
Closed
2,793
|
$170,000 | |
| KEMET Corp. |
23.86%
9,964
|
$169,000 | 0.03% |
| Mastercard Inc A |
6,154.55%
688
|
$162,000 | 0.02% |
| Vaneck Vectors High-yield Municipal Etf |
Opened
2,563
|
$161,000 | 0.02% |
| Netflix, Inc. |
Opened
435
|
$155,000 | 0.02% |
| Adobe Systems Inc |
Opened
538
|
$143,000 | 0.02% |
| STAG Industrial, Inc. |
25.05%
4,777
|
$142,000 | 0.02% |
| Canadian National Railway Co. |
78.46%
1,470
|
$132,000 | 0.02% |
| First Trust Instl Pref Secs And Inc Etf |
12.18%
6,960
|
$132,000 | 0.02% |
| National Grid Plc Adr |
46.31%
2,256
|
$126,000 | 0.02% |
| MasTec, Inc. |
45.34%
2,530
|
$122,000 | 0.02% |
| Pfizer Inc. |
Closed
2,761
|
$121,000 | |
| Twitter, Inc. |
Opened
2,744
|
$90,000 | 0.01% |
| Public Service Enterprise Group, Inc. |
24.25%
1,506
|
$89,000 | 0.01% |
| Bluestar Ta-bigitech Israel Tech Etf |
Closed
2,679
|
$84,000 | |
| Jpmorgan Chase Co |
1,222.58%
820
|
$83,000 | 0.01% |
| AbbVie, Inc. |
98.96%
905
|
$73,000 | 0.01% |
| Hess Corp. |
93.31%
982
|
$59,000 | 0.01% |
| Bhp Billiton Ltd |
20.32%
1,055
|
$58,000 | 0.01% |
| Freeport-McMoRan, Inc. |
17.50%
4,536
|
$58,000 | 0.01% |
| Cal-Maine Foods, Inc. |
20.18%
1,072
|
$48,000 | 0.01% |
| Illinois Tool Works, Inc. |
19.32%
334
|
$48,000 | 0.01% |
| American Water Works Co., Inc. |
20.45%
428
|
$45,000 | 0.01% |
| Southern Copper Corp. |
18.91%
1,068
|
$42,000 | 0.01% |
| FMC Corp. |
54.68%
518
|
$40,000 | 0.01% |
| Alps Medical Breakthroughs Etf |
19.08%
988
|
$36,000 | 0.01% |
| First Trust Utilities Alphadex Etf |
19.83%
1,237
|
$35,000 | 0.01% |
| HD Supply Holdings, Inc. |
53.98%
804
|
$35,000 | 0.01% |
| Materials Select Sector Spdr Etf |
19.37%
637
|
$35,000 | 0.01% |
| Astec Industries, Inc. |
18.05%
890
|
$34,000 | 0.01% |
| Spdr Portfolio Sp 500 High Div Etf |
Closed
975
|
$33,000 | |
| First Trust Nasdaq Aba Community Bk Etf |
18.94%
676
|
$31,000 | 0.00% |
| United States Steel Corp. |
Closed
1,724
|
$31,000 | |
| SKECHERS USA, Inc. |
20.15%
828
|
$28,000 | 0.00% |
| Invesco Water Resources Etf |
19.83%
748
|
$25,000 | 0.00% |
| Tyson Foods, Inc. |
19.45%
352
|
$24,000 | 0.00% |
| Raytheon Co |
21.76%
133
|
$24,000 | 0.00% |
| Vulcan Materials Co. |
20.75%
191
|
$23,000 | 0.00% |
| Jacobs Engineering Group, Inc. |
19.74%
305
|
$23,000 | 0.00% |
| Norwegian Cruise Line Holdings Ltd. |
19.35%
396
|
$22,000 | 0.00% |
| Schlumberger Ltd |
15.80%
405
|
$18,000 | 0.00% |
| Dowdupont Inc |
17.96%
329
|
$18,000 | 0.00% |
| Nabors Industries Ltd. |
11.07%
5,054
|
$17,000 | 0.00% |
| Bg Foods Inc |
18.19%
679
|
$17,000 | 0.00% |
| iShares Russell 1000 ETF |
Closed
113
|
$16,000 | |
| Ishares Jpmorgan Usd Emerg Markets Bond |
21.74%
54
|
$6,000 | 0.00% |
| Livent Corp. |
Opened
451
|
$6,000 | 0.00% |
| Ishares 0-5 Year High Yield Corp Bd Etf |
No change
137
|
$6,000 | 0.00% |
| Occidental Petroleum Corp. |
23.60%
68
|
$5,000 | 0.00% |
| Wisdomtree Smallcap Dividend Etf |
Closed
177
|
$4,000 | |
| Tanger Factory Outlet Centers, Inc. |
22.96%
208
|
$4,000 | 0.00% |
| First Trust Buywrite Income Etf |
18.14%
167
|
$4,000 | 0.00% |
| First Trust Managed Municipal Etf |
25.97%
57
|
$3,000 | 0.00% |
| Sanofi |
99.97%
79
|
$3,000 | 0.00% |
| Altria Group, Inc. |
99.96%
44
|
$3,000 | 0.00% |
| Bristol Myers Squibb Co. |
99.92%
55
|
$3,000 | 0.00% |
| Seagate Technology Plc |
92.86%
65
|
$3,000 | 0.00% |
| First Trust Dow Jones Internet Etf |
No change
20
|
$3,000 | 0.00% |
| Invesco Sp 500 Equal Weight Etf |
Closed
34
|
$3,000 | |
| First Trust Value Line Dividend Etf |
47.55%
75
|
$2,000 | 0.00% |
| Ishares Iboxx High Yield Corporate Bd |
No change
26
|
$2,000 | 0.00% |
| Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share |
99.95%
60
|
$2,000 | 0.00% |
| Vanguard Ftse All-world Ex-us Etf |
48.89%
46
|
$2,000 | 0.00% |
| First Trust Rising Dividend Achiev Etf |
47.44%
82
|
$2,000 | 0.00% |
| Spdr Portfolio Developed Wld Ex-us Etf |
Closed
90
|
$2,000 | |
| Proshares Sp 500 Dividend Aristocrats |
47.27%
29
|
$2,000 | 0.00% |
| Select Sector Spdr Trust The Health Care Select Sector Spdr Fund |
34.29%
23
|
$2,000 | 0.00% |
| First Trust Nasdaq-100-tech Sector Etf |
42.86%
20
|
$2,000 | 0.00% |
| Emergent BioSolutions, Inc. |
99.19%
24
|
$1,000 | 0.00% |
| Pimco Enhanced Short Maturity Active Etf |
Opened
6
|
$1,000 | 0.00% |
| ConocoPhillips |
Opened
13
|
$1,000 | 0.00% |
| Diageo Plc |
99.09%
6
|
$1,000 | 0.00% |
| Lowe's Companies Inc |
Opened
9
|
$1,000 | 0.00% |
| General Dynamics Corp. |
Opened
3
|
$1,000 | 0.00% |
| General Motors Co. |
Opened
20
|
$1,000 | 0.00% |
| Grubhub, Inc. |
Opened
10
|
$1,000 | 0.00% |
| Ev Enhanced Equity Income Ii |
Opened
44
|
$1,000 | 0.00% |
| Walgreen Boots Alliance Inc Com |
99.96%
19
|
$1,000 | 0.00% |
| Spdr Portfolio Interm Term Corp Bd Etf |
Closed
43
|
$1,000 | |
| Spdr Blmbg Barclays Em Mkts Lcl Bd Etf |
Closed
40
|
$1,000 | |
| Spdr Blmbg Barclays High Yield Bd Etf |
Closed
42
|
$1,000 | |
| Spdr Citi Intl Govt Infl-prot Bd Etf |
Closed
21
|
$1,000 | |
| SPDR Portfolio Long Term Treasury ETF |
Closed
30
|
$1,000 | |
| Blackrock Corp High Yield |
Opened
107
|
$1,000 | 0.00% |
| CytoSorbents Corp. |
99.43%
78
|
$1,000 | 0.00% |
| Carbonite Inc |
Opened
50
|
$1,000 | 0.00% |
| Telstra Corp Ltd |
Opened
59
|
$1,000 | 0.00% |
| United Parcel Service, Inc. |
99.87%
8
|
$1,000 | 0.00% |
| Target Corp. |
54.55%
15
|
$1,000 | 0.00% |
| Wells Fargo Co |
Opened
17
|
$1,000 | 0.00% |
| Two Harbors Investment Corp. |
Opened
31
|
$0 | 0.00% |
| MetLife, Inc. |
Opened
11
|
$0 | 0.00% |
| Cbs Corp Class B |
99.91%
10
|
$0 | 0.00% |
| Nuveen Senior Income |
Opened
71
|
$0 | 0.00% |
| L Brands, Inc. |
Opened
17
|
$0 | 0.00% |
| Brighthouse Finl Inc Com |
Opened
1
|
$0 | 0.00% |
| Maxim Integrated Products, Inc. |
Opened
7
|
$0 | 0.00% |
| Vanguard Total Stock Market Etf |
97.09%
3
|
$0 | 0.00% |
| Granite Point Mortgage Trust, Inc. |
Opened
5
|
$0 | 0.00% |
| Apple Rush Co Inc |
Opened
23
|
$0 | 0.00% |
| Emerson Electric Co. |
Opened
5
|
$0 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 265 holdings | |||
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