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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
37
3
6
0
2
1
29
7
10
RPG FAMILY WEALTH ADVISORY LLC

Time Period2018-12-31

Total Holdings226

Total Value ($x1000)102,781
Activities
New30

Increased37

Unchanged110

Decreased49

Sold Out58

Top 10 Stock Holdingstotal 44.43%
AAPL5.83

AMZN5.25

NRG4.98

ARKK4.14

MA4.13

 
MSFT4.07

ZTS4.06

VRSK4.02

VDC4.01

UNH3.94

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
5.83%
COM
AMZN
5.25%
COM
NRG
4.98%
COM NEW
ARKK
4.14%
INNOVATION ETF
MA
4.13%
CL A
MSFT
4.07%
COM
ZTS
4.06%
CL A
VRSK
4.02%
CL A
VDC
4.01%
CONSUM STP ETF
UNH
3.94%
COM
TSCO
3.53%
COM
NVDA
3.45%
COM
VZ
2.87%
COM
PSX
2.82%
COM
WPC
2.73%
COM
COP
2.72%
COM
BXMT
2.45%
COM CL A
BSCJ
2.43%
GUG BULL2019 E
BSJK
2.3%
BULSHS 2020 HY
FDIV
2.26%
FT STRG INCM ETF
VOO
1.9%
SHS
BRK.B
1.7%
CL B NEW
PRAH
1.44%
COM
FAD
1.36%
COM SHS
NVEE
1.2%
COM
FLQG
1.09%
LIBERTYQ EQUTY
IWM
0.9%
RUSSELL 2000 ETF
AIN
0.88%
CL A
PEY
0.78%
HIG YLD EQ DIV
IVV
0.67%
CORE S&P500 ETF
GTO
0.63%
GUGGENHEIM ETF
ACWX
0.6%
MSCI ACWI US ETF
RSP
0.6%
S&P500 EQL WGT
GOOGL
0.49%
CAP STK CL A
SPY
0.48%
TR UNIT
FV
0.41%
DORSEY WRT 5 ETF
SRLN
0.38%
BLKSTN GSOSRLN
EWJ
0.34%
MSCI JAPAN ETF
ACWI
0.34%
MSCI ACWI ETF
IJT
0.32%
SP SMCP600GR ETF
AAXJ
0.32%
MSCI AC ASIA ETF
IJR
0.31%
CORE S&P SCP ETF
IEMG
0.31%
CORE MSCI EMKT
XOM
0.3%
COM
IJH
0.3%
CORE S&P MCP ETF
IWF
0.29%
RUS 1000 GRW ETF
IVW
0.28%
S&P 500 GRWT ETF
IJS
0.27%
SP SMCP600VL ETF
JPM
0.25%
COM
IJK
0.24%
S&P MC 400GR ETF
BIIB
0.23%
COM
IEV
0.22%
EUROPE ETF
GS
0.22%
COM
IJJ
0.21%
S&P MC 400VL ETF
IWD
0.2%
RUS 1000 VAL ETF
GLD
0.2%
GOLD SHS
EWC
0.2%
MSCI CDA ETF
SBUX
0.2%
COM
EMQQ
0.18%
EMQQ EM INTERN
EPD
0.18%
COM
JNJ
0.18%
COM
RDS/A
0.18%
SPONS ADR A
AMJ
0.17%
ALERIAN ML ETN
GM
0.15%
COM
BAC
0.15%
COM
EVN
0.14%
SH BEN INT
IVE
0.13%
S&P 500 VAL ETF
PG
0.11%
COM
VRP
0.11%
VAR RATE PFD
RPD
0.11%
COM
TIP
0.1%
TIPS BD ETF
PFE
0.1%
COM
T
0.1%
COM
BSCL
0.09%
GUGG BULSH 2021
UGI
0.09%
COM
IEFA
0.09%
CORE MSCI EAFE
SLV
0.08%
ISHARES
V
0.08%
COM CL A
CWB
0.08%
BRC CNV SECS ETF
DIS
0.08%
COM DISNEY
HON
0.08%
COM
USMV
0.07%
USA MIN VOL ETF
ETE
0.07%
COM UT LTD PTN
ESG
0.07%
STOX ESG INDEX
BSCK
0.07%
GUG BULL2020 E
DSI
0.07%
MSCI KLD400 SOC
CNCR
0.07%
LONCAR CANCER
CRM
0.07%
COM
ALL
0.07%
COM
MPCT
0.07%
SUSTNBLE MSCI
FNCL
0.07%
MSCI FINLS IDX
EMB
0.07%
JP MOR EM MK ETF
BP
0.07%
SPONSORED ADR
NUMV
0.06%
ESG MID VALUE
BSCM
0.06%
GUGG BULSH 2022
INTC
0.06%
COM
MCD
0.06%
COM
QQQ
0.06%
UNIT SER 1
FB
0.06%
CL A
GOOG
0.06%
CAP STK CL C
KBE
0.06%
S&P BK ETF
KO
0.06%
COM
GE
0.06%
COM
ACN
0.06%
SHS CLASS A
BLK
0.05%
COM
HYG
0.05%
IBOXX HI YD ETF
OPK
0.05%
COM
HDB
0.05%
ADR REPS 3 SHS
NKE
0.05%
CL B
IBB
0.05%
NASDQ BIOTEC ETF
HD
0.05%
COM
GPC
0.05%
COM
LQD
0.05%
IBOXX INV CP ETF
OUSA
0.04%
OSHARS FTSE US
VHT
0.04%
HEALTH CAR ETF
VEU
0.04%
ALLWRLD EX US
TBT
0.04%
PSHS ULTSH 20YRS
DBEF
0.04%
XTRAK MSCI EAFE
PFF
0.04%
U.S. PFD STK ETF
AVB
0.04%
COM
ADP
0.04%
COM
TSLA
0.04%
COM
VWO
0.04%
FTSE EMR MKT ETF
KRE
0.04%
S&P REGL BKG
MAS
0.04%
COM
MELI
0.03%
COM
HPQ
0.03%
COM
NTES
0.03%
SPONSORED ADR
AGG
0.03%
CORE TOTUSBD ETF
VDE
0.03%
ENERGY ETF
BX
0.03%
COM UNIT LTD
RTN
0.03%
COM NEW
COST
0.03%
COM
IWS
0.03%
RUS MDCP VAL ETF
GLW
0.03%
COM
BOX
0.03%
CL A
DG
0.03%
COM
UTX
0.03%
COM
CVX
0.03%
COM
DXCM
0.02%
COM
MDYG
0.02%
S&P 400 MDCP GRW
FHLC
0.02%
MSCI HLTH CARE I
XME
0.02%
S&P METALS MNG
CVS
0.02%
COM
FRSH
0.02%
COM
JBLU
0.02%
COM
NOC
0.02%
COM
ADBE
0.02%
COM
USB
0.02%
COM NEW
AVGO
0.02%
COM
MBB
0.02%
MBS ETF
MRK
0.02%
COM
BKNG
0.02%
COM
EWW
0.02%
MSCI MEX CAP ETF
BOND
0.02%
TOTL RETN ETF
AGN
0.02%
SHS
IYR
0.02%
U.S. REAL ES ETF
ISHARES ...
0.02%
COMMON STOCK
F
0.02%
COM PAR $0.01
MCHI
0.02%
CHINA ETF
ULTI
0.02%
COM
BABA
0.02%
SPONSORED ADS
BLCN
0.02%
NSD NXGN ECO ETF
VXRT
0.02%
COM NEW
DWDP
0.02%
COM
BOTZ
0.02%
RBTCS ARTFL IN
W
0.02%
CL A
C
0.02%
COM NEW
VV
0.02%
LARGE CAP ETF
CTRP
0.02%
AMERICAN DEP SHS
A
0.02%
COM
SHM
0.02%
NUVN BR SHT MUNI
IBM
0.02%
COM
HPE
0.02%
COM
ORA
0.02%
COM
DFS
0.02%
COM
IWN
0.02%
RUS 2000 VAL ETF
FRC
0.01%
COM
PNC
0.01%
COM
MTOR
0.01%
COM
TJX
0.01%
COM
PXD
0.01%
COM
ONEQ
0.01%
NDQ CP IDX TRK
BKLN
0.01%
SR LN ETF
HUBS
0.01%
COM
SCHG
0.01%
US LCAP GR ETF
CHEF
0.01%
COM
MMM
0.01%
COM
CWST
0.01%
CL A
EEM
0.01%
MSCI EMG MKT ETF
DEO
0.01%
SPON ADR NEW
FEM
0.01%
EMERG MKT ALPH
BMY
0.01%
COM
FENY
0.01%
MSCI ENERGY IDX
MIDD
0.01%
COM
FDIS
0.01%
MSCI CONSM DIS
FDT
0.01%
DEV MRK EX US
GWPH
0.01%
ADS
FPA
0.01%
ASIA EX JAPAN
FPE
0.01%
PFD SECS INC ETF
APH
0.01%
CL A
FJP
0.01%
JAPAN ALPHADEX
ODC
0.01%
COM
PSXP
0.01%
COM UNIT REP INT
TOTL
0.01%
SPDR TR TACTIC
STT
0.01%
COM
FXD
0.01%
CONSUMR DISCRE
XLC
0.01%
COMMUNICATION
FCAN
0.01%
CANADA ALPHA
FXL
0.01%
TECH ALPHADEX
FXO
0.01%
FINLS ALPHADEX
QCOM
0.01%
COM
AOR
0.01%
GRWT ALLOCAT ETF
XLNX
0.01%
COM
KWEB
0.01%
CSI CHI INTERNET
CSCO
0.01%
COM
TRIP
0.01%
COM
FXH
0.01%
HLTH CARE ALPH
IBKR
0.01%
COM
FXR
0.01%
INDLS PROD DUR
FLRN
0.01%
INV GRD FLT RT
ROLL
0.01%
COM
BPMC
0.01%
COM
MPC
0.01%
COM
ISRG
0.01%
COM NEW
ROX
0.01%
COM
NSP
5.65%
COM
LMT
3.29%
COM
WAL
3.16%
COM
PKG
3.12%
COM
STZ
2.97%
CL A
SWKS
2.78%
COM
URI
2.7%
COM
SEIC
2.34%
COM
X
2.29%
COM
USCR
2.04%
COM NEW
VC
0.86%
COM NEW
RYAM
0.81%
COM
BSCI
0.23%
GUG BULL2018 E
GUNR
0.12%
MORNSTAR UPSTR
TEI
0.04%
COM
TSM
0.03%
SPONSORED ADR
PEP
0.02%
COM
SAP
0.02%
SPON ADR
ETP
0.02%
UNIT LTD PARTN
CMCSA
0.02%
CL A
XLK
0.02%
TECHNOLOGY
BTI
0.02%
SPONSORED ADR
TRV
0.02%
COM
CMI
0.01%
COM
SYNT
0.02%
COM
RELX
0.02%
SPONSORED ADR
CNI
0.01%
COM
VTI
0.01%
TOTAL STK MKT
AET
0.01%
COM
WFT
0.01%
ORD
FRT
0.01%
SH BEN INT NEW
SNY
0.01%
SPONSORED ADR
AMD
0.01%
COM
RMR
0.01%
CL A
IEF
0.01%
7-10 Y TR BD ETF
CPB
0.01%
COM
TEVA
0.01%
ADR
PCCC
0.01%
COM
CARB
0.01%
COM
DNOW
0.01%
COM
PLUG
0.01%
COM NEW
TOT
0.01%
SPONSORED ADR
HBC
0.01%
SPON ADR NEW
SKM
0.01%
SPONSORED ADR
CUK
0.01%
ADR
PGR
0.01%
COM
UBS
0.01%
SHS
VFH
0.01%
FINANCIALS ETF
LPX
0.01%
COM
BHBK
0.01%
COM
ROG
0.01%
COM
PVBC
0.01%
COM
LLL
0.01%
COM
IWR
0.01%
RUS MID-CAP ETF
DXC
0.01%
COM
NVO
0.01%
ADR
CSPI
0.01%
COM
VUG
0.01%
GROWTH ETF