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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.
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Market Cap
Large
Value
Mid
Blend
Small
Growth
51
4
7
1
1
1
34
1
2
SULLIVAN BRUYETTE SPEROS BLANEY INC

Time Period2018-12-31

Total Holdings193

Total Value ($x1000)1,461,394
Activities
New44

Increased41

Unchanged38

Decreased70

Sold Out21

Top 10 Stock Holdingstotal 77.49%
SPY23.07

BND11.62

VYM10.92

VEA7.81

VV6.56

 
VWO6.11

VB4.57

VXF2.76

VXUS2.35

VEU1.72

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
23.07%
TR UNIT
BND
11.62%
TOTAL BND MRKT
VYM
10.92%
HIGH DIV YLD
VEA
7.81%
FTSE DEV MKT ETF
VV
6.56%
LARGE CAP ETF
VWO
6.11%
FTSE EMR MKT ETF
VB
4.57%
SMALL CP ETF
VXF
2.76%
EXTEND MKT ETF
VXUS
2.35%
VG TL INTL STK F
VEU
1.72%
ALLWRLD EX US
PTLC
1.54%
TRENDP 750 ETF
VTI
1.35%
TOTAL STK MKT
MSFT
1.34%
COM
EFA
1.18%
MSCI EAFE ETF
IWB
1.17%
RUS 1000 ETF
IEMG
1.16%
CORE MSCI EMKT
JNJ
0.76%
COM
AAPL
0.75%
COM
IWM
0.69%
RUSSELL 2000 ETF
IJR
0.67%
CORE S&P SCP ETF
IVV
0.62%
CORE S&P500 ETF
GSY
0.51%
ULTRA SHRT DUR
XOM
0.47%
COM
SCHF
0.47%
INTL EQTY ETF
VTV
0.36%
VALUE ETF
VIG
0.29%
DIV APP ETF
PFE
0.28%
COM
IAU
0.25%
ISHARES
AMZN
0.24%
COM
CVX
0.24%
COM
MUB
0.22%
NAT AMT FREE BD
VUG
0.2%
GROWTH ETF
GLD
0.17%
GOLD SHS
VNQI
0.16%
GLB EX US ETF
SCG
0.16%
COM
PG
0.16%
COM
JPM
0.15%
COM
SCHE
0.15%
EMRG MKTEQ ETF
BRK.B
0.15%
CL B NEW
SCHG
0.14%
US LCAP GR ETF
IWD
0.13%
RUS 1000 VAL ETF
MCD
0.12%
COM
MINT
0.11%
ENHAN SHRT MAT
HD
0.11%
COM
DIA
0.11%
UT SER 1
ABBV
0.11%
COM
IWF
0.1%
RUS 1000 GRW ETF
IWV
0.1%
RUSSELL 3000 ETF
IBM
0.1%
COM
DIS
0.1%
COM DISNEY
GAL
0.1%
GLOBL ALLO ETF
MMM
0.1%
COM
LMT
0.1%
COM
AMGN
0.1%
COM
ABT
0.09%
COM
DHR
0.09%
COM
DVY
0.09%
SELECT DIVID ETF
VZ
0.09%
COM
UBSI
0.09%
COM
MRK
0.09%
COM
KO
0.09%
COM
VSS
0.09%
FTSE SMCAP ETF
KMB
0.09%
COM
COST
0.08%
COM
PEP
0.08%
COM
ERIE
0.08%
CL A
BMO
0.08%
COM
AGG
0.07%
CORE TOTUSBD ETF
ORCL
0.07%
COM
SFNC
0.07%
CL A $1 PAR
BSCK
0.07%
BULSHS 2020 CB
GOOGL
0.06%
CAP STK CL A
CSCO
0.06%
COM
T
0.06%
COM
D
0.06%
COM
GOOG
0.06%
CAP STK CL C
BSCJ
0.06%
BULSHS 2019 CB
INTC
0.06%
COM
DEM
0.06%
EMERG MKTS ETF
OEF
0.06%
S&P 100 ETF
AMT
0.05%
COM
FB
0.05%
CL A
SPLV
0.05%
S&P500 LOW VOL
SAIL
0.05%
COM
UNH
0.05%
COM
ACN
0.05%
SHS CLASS A
VNQ
0.05%
REIT ETF
VBR
0.05%
SM CP VAL ETF
DWDP
0.05%
COM
GE
0.05%
COM
BSCL
0.05%
BULSHS 2021 CB
CSX
0.05%
COM
UNM
0.04%
COM
IJH
0.04%
CORE S&P MCP ETF
TIP
0.04%
TIPS BD ETF
LDOS
0.04%
COM
NEE
0.04%
COM
BMY
0.04%
COM
V
0.04%
COM CL A
UTX
0.04%
COM
QCOM
0.04%
CALL
PAR
0.04%
COM
WMT
0.04%
COM
BUSE
0.04%
COM NEW
BSCM
0.04%
BULSHS 2022 CB
NUV
0.04%
PRN
SHY
0.04%
1-3 YR TR BD ETF
VBK
0.04%
SML CP GRW ETF
SO
0.04%
COM
BA
0.04%
COM
BAC
0.03%
COM
BBT
0.03%
COM
RTN
0.03%
COM NEW
MO
0.03%
COM
MDLZ
0.03%
CL A
CMCSA
0.03%
CL A
PKI
0.03%
COM
UNP
0.03%
COM
FTV
0.03%
COM
PM
0.03%
COM
MDY
0.03%
UTSER1 S&PDCRP
PAYX
0.03%
COM
CVS
0.03%
COM
VT
0.03%
TT WRLD ST ETF
IRWD
0.03%
COM CL A
CLX
0.03%
COM
PPG
0.03%
COM
NKE
0.03%
CL B
APD
0.03%
COM
LOW
0.03%
COM
SDY
0.03%
S&P DIVID ETF
SCHB
0.03%
US BRD MKT ETF
SGEN
0.03%
COM
MA
0.03%
CL A
HON
0.03%
COM
BSCN
0.02%
BULSHS 2023 CB
GILD
0.02%
COM
IJT
0.02%
SP SMCP600GR ETF
AXP
0.02%
COM
EEM
0.02%
MSCI EMG MKT ETF
XLF
0.02%
SBI INT-FINL
ADP
0.02%
COM
BK
0.02%
COM
SPY
0.02%
PUT
SAIC
0.02%
COM
LLY
0.02%
COM
UBSH
0.02%
COM
CI
0.02%
COM
CNI
0.02%
COM
HSY
0.02%
COM
NOC
0.02%
COM
CL
0.02%
COM
EL
0.02%
CL A
MPC
0.02%
COM
WLTW
0.02%
SHS
NVDA
0.02%
COM
BAX
0.02%
COM
IVW
0.02%
S&P 500 GRWT ETF
PYPL
0.02%
COM
VOO
0.02%
SHS
IMO
0.02%
COM NEW
ITW
0.02%
COM
WAB
0.02%
COM
TMK
0.02%
COM
WBA
0.02%
COM
QQQ
0.02%
UNIT SER 1
WFC
0.02%
COM
CHMG
0.02%
COM
NSC
0.02%
COM
CVY
0.02%
ZACKS MULT AST
BDX
0.02%
COM
IOO
0.02%
GLOBAL 100 ETF
BSV
0.02%
SHORT TRM BOND
CAT
0.02%
COM
PRF
0.02%
FTSE RAFI 1000
C
0.02%
COM NEW
SASR
0.02%
COM
GDX
0.02%
GOLD MINERS ETF
LQD
0.02%
IBOXX INV CP ETF
BLK
0.02%
COM
RSP
0.02%
S&P500 EQL WGT
PSX
0.02%
COM
TSI
0.02%
PRN
QCOM
0.01%
COM
EVRG
0.01%
COM
INTU
0.01%
COM
JKI
0.01%
MRGSTR MD CP VAL
NZF
0.01%
PRN
RDN
0.01%
COM
SVRA
0.01%
COM
F
0.01%
COM PAR $0.01
HOV
< 0.01%
CL A
HOS
< 0.01%
COM
CB
0.1%
COM
ESRX
0.04%
COM
AET
0.04%
COM
HRI
0.03%
COM
IXJ
0.03%
GLOB HLTHCRE ETF
XLK
0.02%
TECHNOLOGY
IJS
0.02%
SP SMCP600VL ETF
SYK
0.02%
COM
COP
0.02%
COM
COF
0.02%
COM
KHC
0.02%
COM
SYY
0.02%
COM
GD
0.02%
COM
BABY
0.02%
COM
ADBE
0.02%
COM
MAR
0.02%
CL A
IWO
0.02%
RUS 2000 GRW ETF
SCHX
0.02%
US LRG CAP ETF
XLE
0.02%
SBI INT-ENERGY
IGV
0.02%
NA TEC-SFTWR ETF
NKE
< 0.01%
CALL