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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
31
4
6
1
2
1
27
5
14
RPG FAMILY WEALTH ADVISORY LLC

Time Period2019-06-30

Total Holdings278

Total Value ($x1000)168,455
Activities
New15

Increased55

Unchanged119

Decreased89

Sold Out31

Top 10 Stock Holdingstotal 31.18%
BRK.B3.89

MSFT3.41

ARKK3.3

MA3.28

AAPL3.21

 
BAH2.96

AMZN2.93

SPY2.82

ILMN2.74

VRSK2.64

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
3.89%
CL B NEW
MSFT
3.41%
COM
ARKK
3.3%
INNOVATION ETF
MA
3.28%
CL A
AAPL
3.21%
COM
BAH
2.96%
CL A
AMZN
2.93%
COM
SPY
2.82%
TR UNIT
ILMN
2.74%
COM
VRSK
2.64%
CL A
GOOGL
2.63%
CAP STK CL A
NVDA
2.58%
COM
NFLX
2.5%
COM
NRG
2.34%
COM NEW
SRLN
2.34%
BLKSTN GSOSRLN
BBP
2.22%
BIOSHS BIOTE
LNG
2.07%
COM NEW
WPC
1.99%
COM
IWO
1.98%
RUS 2000 GRW ETF
OKE
1.93%
COM
TIP
1.9%
TIPS BD ETF
F
1.87%
COM PAR $0.01
VZ
1.72%
COM
BXMT
1.64%
COM CL A
MNA
1.57%
IQ MRGR ARB ETF
FDIV
1.48%
FT STRG INCM ETF
BSJK
1.47%
BULSHS 2020 HY
VCSH
1.13%
SHRT TRM CORP BD
EHTH
1.12%
COM
EWX
1.1%
S&P EMKTSC ETF
IJH
1.1%
CORE S&P MCP ETF
FAD
1.1%
COM SHS
NVEE
0.94%
COM
PRAH
0.92%
COM
IWM
0.88%
RUSSELL 2000 ETF
FLQG
0.84%
LIBERTYQ EQUTY
VRP
0.83%
VAR RATE PFD
PFF
0.81%
U.S. PFD STK ETF
IVW
0.81%
S&P 500 GRWT ETF
XLE
0.76%
SBI INT-ENERGY
AMJ
0.69%
ALERIAN ML ETN
PEY
0.6%
HIG YLD EQ DIV
XLC
0.6%
COMMUNICATION
IVV
0.58%
CORE S&P500 ETF
SCZ
0.56%
EAFE SML CP ETF
XME
0.56%
S&P METALS MNG
IWF
0.55%
RUS 1000 GRW ETF
EEM
0.55%
MSCI EMG MKT ETF
EMQQ
0.53%
EMQQ EM INTERN
CWB
0.47%
BRC CNV SECS ETF
GTO
0.42%
TOTAL RETURN
XBI
0.38%
S&P BIOTECH
FV
0.37%
DORSEY WRT 5 ETF
XLY
0.36%
SBI CONS DISCR
LQD
0.35%
IBOXX INV CP ETF
IYJ
0.34%
U.S. INDS ETF
HYG
0.34%
IBOXX HI YD ETF
IYF
0.34%
U.S. FINLS ETF
FEM
0.34%
EMERG MKT ALPH
XLV
0.33%
SBI HEALTHCARE
IYW
0.33%
U.S. TECH ETF
FEX
0.32%
COM SHS
FPA
0.32%
ASIA EX JAPAN
FPE
0.31%
PFD SECS INC ETF
FDT
0.3%
DEV MRK EX US
FJP
0.29%
JAPAN ALPHADEX
FCAN
0.29%
CANADA ALPHA
FXN
0.29%
ENERGY ALPHADX
FXL
0.29%
TECH ALPHADEX
FXH
0.29%
HLTH CARE ALPH
FXR
0.29%
INDLS PROD DUR
FXD
0.28%
CONSUMR DISCRE
FXO
0.28%
FINLS ALPHADEX
ACWI
0.25%
MSCI ACWI ETF
EMB
0.24%
JP MOR EM MK ETF
XOM
0.24%
COM
STMP
0.23%
COM NEW
EWJ
0.23%
MSCI JPN ETF NEW
IJK
0.22%
S&P MC 400GR ETF
IJR
0.22%
CORE S&P SCP ETF
IJS
0.21%
SP SMCP600VL ETF
EPD
0.18%
COM
AXAS
0.18%
COM
IEMG
0.16%
CORE MSCI EMKT
AOM
0.16%
MODERT ALLOC ETF
EWZS
0.15%
BRAZIL SM-CP ETF
IWD
0.15%
RUS 1000 VAL ETF
HYD
0.14%
HIGH YLD MUN ETF
JPM
0.13%
COM
GLD
0.13%
GOLD SHS
AAXJ
0.13%
MSCI AC ASIA ETF
PHG
0.13%
NY REG SH NEW
IEV
0.13%
EUROPE ETF
RDS/A
0.12%
SPONS ADR A
IJJ
0.12%
S&P MC 400VL ETF
GM
0.12%
COM
IJT
0.11%
SP SMCP600GR ETF
IHI
0.11%
U.S. MED DVC ETF
BAC
0.11%
COM
BSCL
0.1%
BULSHS 2021 CB
BSCK
0.1%
BULSHS 2020 CB
SBUX
0.1%
COM
BSCM
0.09%
BULSHS 2022 CB
EVN
0.09%
SH BEN INT
IWN
0.07%
RUS 2000 VAL ETF
JNJ
0.07%
COM
PG
0.07%
COM
BSCN
0.07%
BULSHS 2023 CB
ESG
0.07%
STOX ESG INDEX
SMIN
0.07%
MSCI INDIA SM CP
DSI
0.07%
MSCI KLD400 SOC
CNCR
0.06%
LONCAR CANCER
XLK
0.06%
TECHNOLOGY
T
0.06%
COM
RPD
0.06%
COM
NUMV
0.06%
ESG MID VALUE
VYM
0.06%
HIGH DIV YLD
IEFA
0.06%
CORE MSCI EAFE
GS
0.06%
COM
MPCT
0.06%
SUSTNBLE MSCI
BIIB
0.06%
COM
USMV
0.06%
USA MIN VOL ETF
UGI
0.06%
COM
FNCL
0.05%
MSCI FINLS IDX
CRM
0.05%
COM
VHT
0.05%
HEALTH CAR ETF
SCHX
0.05%
US LRG CAP ETF
EWC
0.05%
MSCI CDA ETF
ACN
0.05%
SHS CLASS A
IVE
0.05%
S&P 500 VAL ETF
GE
0.04%
COM
XLU
0.04%
SBI INT-UTILS
VFH
0.04%
FINANCIALS ETF
MELI
0.04%
COM
BP
0.04%
SPONSORED ADR
QQQ
0.04%
UNIT SER 1
DIS
0.04%
COM DISNEY
MCD
0.04%
COM
ISRG
0.04%
COM NEW
KBE
0.04%
S&P BK ETF
HDB
0.04%
ADR REPS 3 SHS
XCOM
0.04%
ULTRA COMM SER
DIG
0.04%
PSHS ULTRA O&G
RXL
0.04%
PSHS ULT HLTHCRE
UCC
0.04%
PSHS CONSMR SVCS
ROM
0.04%
PSHS ULTRA TECH
UXI
0.04%
PSHS ULTRA INDL
XLB
0.04%
SBI MATERIALS
UYG
0.04%
ULTRA FNCLS NEW
GOOG
0.04%
CAP STK CL C
VWO
0.04%
FTSE EMR MKT ETF
VDE
0.04%
ENERGY ETF
UTX
0.03%
COM
HAO
0.03%
CHINA SMALL CP
XLI
0.03%
SBI INT-INDS
VGT
0.03%
INF TECH ETF
BSCJ
0.03%
BULSHS 2019 CB
ETE
0.03%
COM UT LTD PTN
IBB
0.03%
NASDQ BIOTEC ETF
VEA
0.03%
FTSE DEV MKT ETF
ADP
0.03%
COM
BND
0.03%
TOTAL BND MRKT
AVB
0.03%
COM
IYR
0.03%
U.S. REAL ES ETF
XLG
0.03%
S&P 500 TOP 50
PFE
0.03%
COM
AOR
0.03%
GRWT ALLOCAT ETF
VDC
0.03%
CONSUM STP ETF
VIG
0.03%
DIV APP ETF
KRE
0.03%
S&P REGL BKG
OPK
0.03%
COM
PEP
0.02%
COM
COST
0.02%
COM
NTES
0.02%
SPONSORED ADR
OUSA
0.02%
OSHARS FTSE US
IWS
0.02%
RUS MDCP VAL ETF
RTN
0.02%
COM NEW
AGG
0.02%
CORE TOTUSBD ETF
ZTS
0.02%
CL A
HPQ
0.02%
COM
TBT
0.02%
PSHS ULTSH 20YRS
DG
0.02%
COM
IWY
0.02%
RUS TP200 GR ETF
DXCM
0.02%
COM
MBB
0.02%
MBS ETF
V
0.02%
COM CL A
CVX
0.02%
COM
BOX
0.02%
CL A
INTC
0.02%
COM
MDYG
0.02%
S&P 400 MDCP GRW
NOC
0.02%
COM
W
0.02%
CL A
VOX
0.02%
TELCOMM ETF
HON
0.02%
COM
ABT
0.02%
COM
USB
0.02%
COM NEW
FB
0.02%
CL A
FHLC
0.02%
MSCI HLTH CARE I
VCR
0.02%
CONSUM DIS ETF
AGN
0.02%
SHS
TSLA
0.02%
COM
BABA
0.01%
SPONSORED ADS
PSX
0.01%
COM
PAYX
0.01%
COM
CTRP
0.01%
AMERICAN DEP SHS
MCHI
0.01%
CHINA ETF
SCHO
0.01%
SHT TM US TRES
OEF
0.01%
S&P 100 ETF
CWST
0.01%
CL A
GWPH
0.01%
ADS
BLCN
0.01%
NSD NXGN ECO ETF
HUBS
0.01%
COM
BOTZ
0.01%
RBTCS ARTFL IN
IBM
0.01%
COM
BPMC
0.01%
COM
BOND
0.01%
TOTL RETN ETF
MTOR
0.01%
COM
DFS
0.01%
COM
MIDD
0.01%
COM
VAW
0.01%
MATERIALS ETF
ORA
0.01%
COM
HPE
0.01%
COM
A
0.01%
COM
CHEF
0.01%
COM
VOO
0.01%
SHS
VTIP
0.01%
STRM INFPROIDX
TJX
0.01%
COM
VNQ
0.01%
REIT ETF
RGEN
0.01%
COM
ONEQ
0.01%
NDQ CP IDX TRK
PXD
0.01%
COM
FRC
0.01%
COM
ROLL
0.01%
COM
FDIS
0.01%
MSCI CONSM DIS
ODC
0.01%
COM
SHM
0.01%
NUVN BR SHT MUNI
SCHA
0.01%
US SML CAP ETF
BMY
0.01%
COM
MMM
0.01%
COM
FENY
0.01%
MSCI ENERGY IDX
ROG
0.01%
COM
CSPI
0.01%
COM
AIN
0.01%
CL A
CMCSA
0.01%
CL A
APH
0.01%
CL A
UNH
0.01%
COM
EXEL
0.01%
COM
PSXP
0.01%
COM UNIT REP INT
XLNX
0.01%
COM
PLUG
0.01%
COM NEW
CSCO
0.01%
COM
TOTL
0.01%
SPDR TR TACTIC
BA
0.01%
COM
PCCC
0.01%
COM
PGR
0.01%
COM
EBSB
0.01%
COM
KWEB
0.01%
CSI CHI INTERNET
CARB
0.01%
COM
ACWV
0.01%
CNTRY MIN VL ETF
LLL
0.01%
COM
KEYS
0.01%
COM
FREL
0.01%
MSCI RL EST ETF
WASH
0.01%
COM
KO
0.01%
COM
CCF
0.01%
COM
FLRN
0.01%
INV GRD FLT RT
SAL
0.01%
COM
BIL
0.01%
SPDR BLOOMBERG
QSR
0.01%
COM
PVBC
0.01%
COM
IRBT
0.01%
COM
EPZM
0.01%
COM
IWR
0.01%
RUS MID-CAP ETF
THD
0.01%
MSCI THI CAP ETF
EWW
0.01%
MSCI MEX CAP ETF
INDB
0.01%
COM
ROX
0.01%
COM
VXRT
< 0.01%
COM NEW
COP
1.69%
COM
CAT
0.05%
COM
SCJ
0.04%
MSCI JAPN SMCETF
BLK
0.04%
COM
NKE
0.03%
CL B
HD
0.03%
COM
RMD
0.03%
COM
DBEF
0.03%
XTRAK MSCI EAFE
CVS
0.03%
COM
BX
0.02%
COM UNIT LTD
ABBV
0.02%
COM
ULTI
0.02%
COM
ADBE
0.02%
COM
FRSH
0.02%
COM
MRK
0.01%
COM
BKNG
0.01%
COM
CGNX
0.01%
COM
VIS
0.01%
INDUSTRIAL ETF
WWE
0.01%
CL A
BKLN
0.01%
SR LN ETF
DEO
0.01%
SPON ADR NEW
XLP
0.01%
SBI CONS STPLS
BHBK
0.01%
COM
VPU
0.01%
UTILITIES ETF
RMR
0.01%
CL A
XLRE
0.01%
RL EST SEL SEC
ACLS
0.01%
COM NEW
TRIP
0.01%
COM
MPC
0.01%
COM
ECH
0.01%
MSCI CH CAP ETF
WFT
< 0.01%
ORD