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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
64
12
25
3
6
3
42
10
19
CORDASCO FINANCIAL NETWORK

Time Period2018-12-31

Total Holdings399

Total Value ($x1000)87,846
Activities
New58

Increased37

Unchanged259

Decreased45

Sold Out30

Top 10 Stock Holdingstotal 64.83%
IWB32.69

IWM13.71

BBT4.57

LMT2.96

MRK2.24

 
MCHP1.94

LRY1.91

MO1.8

APD1.62

IUSB1.39

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWB
32.69%
RUS 1000 ETF
IWM
13.71%
RUSSELL 2000 ETF
BBT
4.57%
COM
LMT
2.96%
COM
MRK
2.24%
COM
MCHP
1.94%
COM
LRY
1.91%
SH BEN INT
MO
1.8%
COM
APD
1.62%
COM
IUSB
1.39%
CORE TL USD BD
JNJ
1.3%
COM
IWV
1.22%
RUSSELL 3000 ETF
AGG
1.17%
CORE TOTUSBD ETF
AEP
1.13%
COM
VZ
1.02%
COM
IEFA
0.86%
CORE MSCI EAFE
EXPO
0.83%
COM
BAC/PL
0.83%
7.25%CNV PFD L
DLR
0.82%
COM
DWDP
0.71%
COM
WTR
0.62%
COM
VUG
0.62%
GROWTH ETF
EFA
0.59%
MSCI EAFE ETF
SPY
0.56%
TR UNIT
MUB
0.55%
NAT AMT FREE BD
VTV
0.55%
VALUE ETF
BCE
0.54%
COM NEW
ETN
0.52%
SHS
LLY
0.51%
COM
IDCC
0.46%
COM
MSFT
0.45%
COM
DUK
0.43%
COM NEW
PPL
0.42%
COM
RPG
0.41%
S&P500 PUR GWT
T
0.4%
COM
DE
0.4%
COM
AAPL
0.4%
COM
BA
0.39%
COM
AEMD
0.39%
COM NEW
AMLP
0.36%
ALERIAN MLP
FFIV
0.35%
COM
INTC
0.33%
COM
ABT
0.31%
COM
XOM
0.29%
COM
TIP
0.29%
TIPS BD ETF
CMI
0.29%
COM
DJP
0.29%
DJUBS CMDT ETN36
SBS
0.28%
SPONSORED ADR
PGX
0.27%
PFD ETF
WFC/PL
0.27%
PERP PFD CNV A
ISRG
0.26%
COM NEW
ORBK
0.26%
ORD
VWO
0.24%
FTSE EMR MKT ETF
DIS
0.24%
COM DISNEY
JNK
0.23%
BRC HGH YLD BD
EOG
0.22%
COM
CAT
0.22%
COM
JPZ
0.22%
COM
AMP
0.21%
COM
RWO
0.21%
DJ GLB RL ES ETF
LAG
0.2%
BRCLYS AGG ETF
VXUS
0.2%
VG TL INTL STK F
GSK
0.19%
SPONSORED ADR
IWD
0.19%
RUS 1000 VAL ETF
ACWI
0.18%
MSCI ACWI ETF
GM
0.17%
COM
PEG
0.17%
COM
NVS
0.17%
SPONSORED ADR
BTI
0.17%
SPONSORED ADR
TFI
0.16%
NUVN BRCLY MUNI
AZN
0.16%
SPONSORED ADR
BMO
0.15%
COM
IXUS
0.15%
CORE MSCITOTAL
GLD
0.14%
GOLD SHS
PG
0.14%
COM
PFE
0.13%
COM
EFAV
0.13%
EAFE MIN VOL ETF
PFF
0.13%
U.S. PFD STK ETF
GE
0.11%
COM
ED
0.11%
COM
NSC
0.1%
COM
PRU
0.1%
COM
HCN
0.1%
COM
IBM
0.1%
COM
LARE
0.1%
TIERRA XP LATIN
GDX
0.1%
GOLD MINERS ETF
TOT
0.09%
SPONSORED ADR
CNC
0.09%
COM
AMZN
0.09%
COM
WY
0.09%
COM
MSEX
0.09%
COM
HDV
0.08%
HIGH DIVIDND ETF
LEG
0.08%
COM
HYG
0.08%
IBOXX HI YD ETF
BCX
0.08%
SHS
CIGNA CO...
0.08%
COM
CIU
0.08%
INTERM CR BD ETF
VSM
0.08%
COM
ABBV
0.07%
COM
GOF
0.07%
COM SBI
FTY
0.07%
REAL EST 50 ETF
PPG
0.07%
COM
ORCL
0.07%
COM
XLF
0.07%
SBI INT-FINL
MRBK
0.07%
COM
AWK
0.07%
COM
MCD
0.06%
COM
BABA
0.06%
SPONSORED ADS
NFLX
0.06%
COM
COP
0.06%
COM
GOOGL
0.06%
CAP STK CL A
SDIV
0.06%
GLB X SUPERDIV
HRB
0.06%
COM
BIDU
0.06%
SPON ADR REP A
GVAL
0.06%
GLOBAL VALUE ETF
KO
0.06%
COM
ARKG
0.05%
GEN REV MLTSCT
GWL
0.05%
S&P WRLD EX US
ZROZ
0.05%
25YR+ ZERO U S
KNL
0.05%
COM NEW
SU
0.05%
COM
EEMV
0.05%
EM MK MINVOL ETF
WMC
0.05%
COM
XLU
0.05%
SBI INT-UTILS
MOH
0.05%
COM
EXC
0.05%
COM
XLK
0.05%
TECHNOLOGY
FPE
0.05%
PFD SECS INC ETF
VNQI
0.05%
GLB EX US ETF
CF
0.05%
COM
CMCSA
0.05%
CL A
ADM
0.05%
COM
XLV
0.05%
SBI HEALTHCARE
CL
0.05%
COM
XLP
0.05%
SBI CONS STPLS
RWJ
0.05%
SMALL CAP REV ET
DXJ
0.05%
JAPN HEDGE EQT
MET
0.05%
COM
GMM
0.05%
EMERG MKTS ETF
OHI
0.05%
COM
ROOF
0.05%
US RL EST SMCP
SPG
0.04%
COM
RWL
0.04%
LARGE CAP REV ET
XLC
0.04%
COMMUNICATION
XLB
0.04%
SBI MATERIALS
VOT
0.04%
MCAP GR IDXVIP
XLY
0.04%
SBI CONS DISCR
SBUX
0.04%
COM
RWK
0.04%
MID CAP REV ETF
IJK
0.04%
S&P MC 400GR ETF
LUV
0.04%
COM
XLI
0.04%
SBI INT-INDS
FPF
0.04%
COM
XBI
0.04%
S&P BIOTECH
PM
0.04%
COM
IJJ
0.04%
S&P MC 400VL ETF
VBR
0.04%
SM CP VAL ETF
IHD
0.04%
COM
XLE
0.04%
SBI INT-ENERGY
MKL
0.04%
COM
VOE
0.04%
MCAP VL IDXVIP
GDDY
0.04%
CL A
JPM
0.04%
COM
IWF
0.04%
RUS 1000 GRW ETF
NVDA
0.04%
COM
MSM
0.04%
CL A
REET
0.04%
GLOBAL REIT ETF
ENB
0.04%
COM
VNQ
0.03%
REIT ETF
VBK
0.03%
SML CP GRW ETF
HYS
0.03%
0-5 HIGH YIELD
BDJ
0.03%
COM
TSCO
0.03%
COM
BTO
0.03%
SH BEN INT NEW
KMB
0.03%
COM
HCSG
0.03%
COM
THRK
0.03%
RUSSELL 3000 ETF
GGN
0.03%
COM SH BEN INT
GOOG
0.03%
CAP STK CL C
F
0.03%
COM PAR $0.01
CSCO
0.03%
COM
KKR
0.03%
CL A
UNH
0.03%
COM
WFC
0.03%
COM
PEP
0.03%
COM
FE
0.03%
COM
RF
0.03%
COM
HSY
0.02%
COM
CVX
0.02%
COM
VYM
0.02%
HIGH DIV YLD
MDSO
0.02%
COM
AWR
0.02%
COM
RDS/B
0.02%
SPON ADR B
GWPH
0.02%
ADS
HEWJ
0.02%
HDG MSCI JAPAN
IJS
0.02%
SP SMCP600VL ETF
UGI
0.02%
COM
BAC
0.02%
COM
SMG
0.02%
CL A
MS
0.02%
COM NEW
HBC
0.02%
SPON ADR NEW
SYK
0.02%
COM
PYPL
0.02%
COM
DDWM
0.02%
CURRNCY INT EQ
YUM
0.02%
COM
MTUM
0.02%
MSCI USAMOMFCT
UPS
0.02%
CL B
EPD
0.02%
COM
OGS
0.02%
COM
JD
0.02%
SPON ADR CL A
BTU
0.02%
COM
RGLD
0.02%
COM
BGR
0.01%
COM
FLOT
0.01%
FLTG RATE BD ETF
QUAL
0.01%
MSCI USA QLT FAC
INTF
0.01%
FCTSL MSCI INT
USG
0.01%
COM NEW
FB
0.01%
CL A
FCT
0.01%
COM
HOG
0.01%
COM
IWO
0.01%
RUS 2000 GRW ETF
AMT
0.01%
COM
SPYD
0.01%
SP500 HIGH DIV
UIS
0.01%
COM NEW
VOO
0.01%
SHS
IGR
0.01%
COM
ODFL
0.01%
COM
NOC
0.01%
COM
QCOM
0.01%
COM
NXPI
0.01%
COM
BLDR
0.01%
COM
EMB
0.01%
JP MOR EM MK ETF
ETE
0.01%
COM UT LTD PTN
CAG
0.01%
COM
VLUE
0.01%
MSCI USAVALFCT
FCX
0.01%
COM
SPH
0.01%
UNIT LTD PARTN
LW
0.01%
COM
EUSA
0.01%
MSCI USA ETF
SAN
0.01%
ADR
IGEB
0.01%
EDGE INVT GRDE
UTG
0.01%
COM SH BEN INT
MMM
0.01%
COM
COG
0.01%
COM
GILD
0.01%
COM
NEU
0.01%
COM
ABC
0.01%
COM
XEL
0.01%
COM
JRI
0.01%
COM
CBS
0.01%
CL B
INGR
0.01%
COM
ARLP
0.01%
UT LTD PART
TROW
0.01%
COM
WTM
0.01%
COM
SO
0.01%
COM
TJX
0.01%
COM
DTN
0.01%
DIV EX-FINL FD
FDX
0.01%
COM
CPRT
0.01%
COM
K
0.01%
COM
CCK
0.01%
COM
KMX
0.01%
COM
IVZ
0.01%
SHS
SEM
0.01%
COM
IVW
0.01%
S&P 500 GRWT ETF
XLRE
0.01%
RL EST SEL SEC
MLM
0.01%
COM
GS
0.01%
COM
STWD
0.01%
COM
ENR
0.01%
COM
LNG
0.01%
COM NEW
OXY
0.01%
COM
VALE
0.01%
ADR
DAL
0.01%
COM NEW
PSA
0.01%
COM
AWI
0.01%
COM
WBA
0.01%
COM
VOX
0.01%
TELCOMM ETF
APA
0.01%
COM
BMY
0.01%
COM
DON
0.01%
MIDCAP DIVI FD
DTH
0.01%
DEFA EQT INC ETF
MA
0.01%
CL A
ARNC
0.01%
COM
CRZO
0.01%
COM
ARRS
0.01%
SHS
MSI
0.01%
COM NEW
VIAB
0.01%
CL B
BNCL
0.01%
COM
CMO
0.01%
COM NO PAR
IVE
0.01%
S&P 500 VAL ETF
MINT
0.01%
ENHAN SHRT MAT
C
0.01%
COM NEW
NEAR
0.01%
SHT MAT BD ETF
VTR
0.01%
COM
DATA
0.01%
CL A
EMGF
0.01%
FACTORSELECT MSC
ICLR
0.01%
SHS
DECK
0.01%
COM
DLS
0.01%
INTL SMCAP DIV
DES
0.01%
SMALLCAP DIVID
SHOP
0.01%
CL A
BLK
0.01%
COM
CCL
0.01%
PAIRED CTF
SWN
0.01%
COM
VLO
0.01%
COM
MNRO
0.01%
COM
USA
0.01%
SH BEN INT
IDRA
0.01%
COM PAR
ERF
0.01%
COM
RHT
0.01%
COM
FR
0.01%
COM
UAA
< 0.01%
CL A
RIO
< 0.01%
SPONSORED ADR
NAD
< 0.01%
COM
UA/C
< 0.01%
CL C
WCN
< 0.01%
COM
KMI
< 0.01%
COM
OPK
< 0.01%
COM
ACN
< 0.01%
SHS CLASS A
SPYV
< 0.01%
S&P 500 VALUE
HAS
< 0.01%
COM
EV
< 0.01%
COM NON VTG
FCAN
< 0.01%
CANADA ALPHA
DEO
< 0.01%
SPON ADR NEW
NLY
< 0.01%
COM
ROBO
< 0.01%
ROBO STX GLB ETF
MFA
< 0.01%
COM
EBAY
< 0.01%
COM
DFS
< 0.01%
COM
GTT
< 0.01%
COM
VIG
< 0.01%
DIV APP ETF
AVY
< 0.01%
COM
PAA
< 0.01%
UNIT LTD PARTN
IJH
< 0.01%
CORE S&P MCP ETF
SYLD
< 0.01%
SHSHLD YIELD ETF
BHF
< 0.01%
COM
APTV
< 0.01%
SHS
MTK
< 0.01%
MORGAN TECH ETF
AA
< 0.01%
COM
MDLZ
< 0.01%
CL A
XSOE
< 0.01%
EM EX ST-OWNED
AABA
< 0.01%
COM
DEW
< 0.01%
GLB EQTY INC FD
MTZ
< 0.01%
COM
NTNX
< 0.01%
CL A
FIZZ
< 0.01%
COM
CRS
< 0.01%
COM
IEMG
< 0.01%
CORE MSCI EMKT
DGS
< 0.01%
EMG MKTS SMCAP
DEM
< 0.01%
EMERG MKTS ETF
IIF
< 0.01%
COM
ONVO
< 0.01%
COM
MMP
< 0.01%
COM UNIT RP LP
SMLF
< 0.01%
MSCI USA SMLCP
PTN
< 0.01%
COM PAR $ .01
AMAT
< 0.01%
COM
REN
< 0.01%
COM NEW
MBB
< 0.01%
MBS ETF
SHLX
< 0.01%
UNIT LTD INT
XOP
< 0.01%
S&P OILGAS EXP
TRV
< 0.01%
COM
INO
< 0.01%
COM NEW
CIBR
< 0.01%
FD NASDAQ CEA CYB
STT
< 0.01%
COM
BIV
< 0.01%
INTERMED TERM
CFG
< 0.01%
COM
SWIR
< 0.01%
COM
FOLD
< 0.01%
COM
GM/WS/B
< 0.01%
*W EXP 07/10/201
NQP
< 0.01%
COM
ABX
< 0.01%
COM
PCY
< 0.01%
EMRNG MKT SVRG
IEI
< 0.01%
3-7 YR TR BD ETF
BSV
< 0.01%
SHORT TRM BOND
MMT
< 0.01%
SH BEN INT
KHC
< 0.01%
COM
ALB
< 0.01%
COM
CGC
< 0.01%
COM
SJT
< 0.01%
UNIT BEN INT
REMX
< 0.01%
RARE EARTH STRAT
LQD
< 0.01%
IBOXX INV CP ETF
CAPR
< 0.01%
COM
FTR
< 0.01%
COM NEW
SFE
< 0.01%
COM NEW
SDRL
< 0.01%
COM
NHF
< 0.01%
COM NEW
STON
< 0.01%
COM UNITS
NURO
< 0.01%
COM PAR
CODA
< 0.01%
COM NEW
AVP
< 0.01%
COM
VANECK V...
< 0.01%
JP MORGAN MKTS
VIAV
< 0.01%
COM
ROIC
< 0.01%
COM
FOXA
< 0.01%
CL A
JCP
< 0.01%
COM
TG
< 0.01%
COM
NXRT
< 0.01%
COM
CNO
< 0.01%
COM
TD
0.82%
COM NEW
SJI
0.47%
COM
RTN
0.41%
COM NEW
CZNC
0.35%
COM
BRK.B
0.31%
CL B NEW
PSX
0.24%
COM
ETP
0.21%
UNIT LTD PRT INT
FRBK
0.17%
COM
NEE
0.16%
COM
V
0.14%
COM CL A
MAR
0.13%
CL A
EEM
0.1%
MSCI EMG MKT ETF
ESRX
0.07%
COM
NUE
0.06%
COM
MGA
0.05%
COM
HD
0.05%
COM
CI
0.04%
COM
VDC
0.03%
CONSUM STP ETF
BME
0.03%
COM
OLN
0.02%
COM PAR $1
NNN
0.01%
COM
SAND
0.01%
COM NEW
MORL
0.01%
ETRACS MTH2XRE
FNV
0.01%
COM
CGNX
0.01%
COM
ANW
0.01%
SHS
GPC
< 0.01%
COM
ESIO
< 0.01%
COM
NAV
< 0.01%
COM
EMLC
< 0.01%
JP MORGAN MKTS