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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
35
2
3
1
0
0
23
1
0
SMITH CHAS P ASSOCIATES PA CPAS

Time Period2019-03-31

Total Holdings103

Total Value ($x1000)816,051
Activities
New5

Increased33

Unchanged21

Decreased44

Sold Out4

Top 10 Stock Holdingstotal 35.92%
AAPL4.48

BRK.B3.79

QQQ3.64

CVX3.63

XOM3.63

 
CSCO3.52

JPM3.4

PFE3.36

JNJ3.24

MRK3.23

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
4.48%
COM
BRK.B
3.79%
CL B NEW
QQQ
3.64%
UNIT SER 1
CVX
3.63%
COM
XOM
3.63%
COM
CSCO
3.52%
COM
JPM
3.4%
COM
PFE
3.36%
COM
JNJ
3.24%
COM
MRK
3.23%
COM
VZ
3.15%
COM
PG
3.1%
COM
GOOG
3.08%
CAP STK CL C
MSFT
2.97%
COM
WFC
2.88%
COM
WMT
2.87%
COM
EFAV
2.84%
EAFE MIN VOL ETF
EEMV
2.75%
EM MK MINVOL ETF
PEP
2.55%
COM
IJR
2.55%
CORE S&P SCP ETF
T
2.52%
COM
IVV
2.51%
CORE S&P500 ETF
HD
2.46%
COM
MCD
2.36%
COM
BA
2.25%
COM
AEP
2.22%
COM
NEE
2.21%
COM
DIS
2.16%
COM DISNEY
MMM
2.08%
COM
UPS
1.98%
CL B
ONEQ
1.42%
NDQ CP IDX TRK
FHLC
1.17%
MSCI HLTH CARE I
IJJ
1.1%
S&P MC 400VL ETF
FSTA
0.92%
CONSMR STAPLES
FNCL
0.91%
MSCI FINLS IDX
FENY
0.83%
MSCI ENERGY IDX
CL
0.57%
COM
ORCL
0.48%
COM
BRK.A
0.41%
CL A
FIDU
0.38%
MSCI INDL INDX
IJH
0.37%
CORE S&P MCP ETF
KO
0.35%
COM
SSO
0.21%
PSHS ULT S&P 500
WBA
0.19%
COM
MO
0.14%
COM
MAR
0.14%
CL A
HDV
0.14%
HIGH DIVIDND ETF
AMZN
0.13%
COM
ABT
0.13%
COM
KMI
0.12%
COM
IJS
0.12%
SP SMCP600VL ETF
LOW
0.11%
COM
DVY
0.1%
SELECT DIVID ETF
IWM
0.1%
RUSSELL 2000 ETF
V
0.09%
COM CL A
DUK
0.09%
COM NEW
JKK
0.09%
MRGSTR SM CP GR
SPY
0.09%
TR UNIT
INTC
0.08%
COM
PM
0.08%
COM
BP
0.08%
SPONSORED ADR
CHFC
0.07%
COM
VB
0.07%
SMALL CP ETF
RY
0.07%
COM
FB
0.06%
CL A
SO
0.06%
COM
DWDP
0.06%
COM
PAYX
0.06%
COM
COST
0.05%
COM
CINF
0.05%
COM
CLX
0.05%
COM
STI
0.05%
COM
IVE
0.04%
S&P 500 VAL ETF
VIG
0.04%
DIV APP ETF
ABBV
0.04%
COM
BAC
0.04%
COM
VTI
0.04%
TOTAL STK MKT
MA
0.04%
CL A
CENTA
0.04%
CL A NON-VTG
NFLX
0.04%
COM
UTX
0.04%
COM
CW
0.03%
COM
BMY
0.03%
COM
IBM
0.03%
COM
AMGN
0.03%
COM
SRE
0.03%
COM
MDT
0.03%
SHS
MDY
0.03%
UTSER1 S&PDCRP
SBUX
0.03%
COM
ENB
0.03%
COM
CNI
0.03%
COM
LMT
0.03%
COM
IVW
0.03%
S&P 500 GRWT ETF
KMB
0.02%
COM
VYM
0.02%
HIGH DIV YLD
K
0.02%
COM
F
0.01%
COM PAR $0.01
IR 4C IN...
0.01%
COM
VYSTAR C...
< 0.01%
COM
GREEN EN...
< 0.01%
COM
CBA FLOR...
< 0.01%
COM
ALPHA NA...
< 0.01%
COM
MASSEY E...
< 0.01%
COM
GIS
0.06%
COM
4 BUCKS ...
0.04%
COM
AON
0.03%
SHS CL A
ORTHOPED...
0.03%
COM