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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
58
3
7
1
2
1
42
4
2
SULLIVAN BRUYETTE SPEROS BLANEY INC

Time Period2019-03-31

Total Holdings213

Total Value ($x1000)1,637,945
Activities
New28

Increased83

Unchanged39

Decreased63

Sold Out8

Top 10 Stock Holdingstotal 77.88%
SPY23.27

VYM11

BND10.52

VEA8.15

VV6.62

 
VWO6.41

VB4.69

VXF3

VXUS2.51

VEU1.71

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SPY
23.27%
TR UNIT
VYM
11%
HIGH DIV YLD
BND
10.52%
TOTAL BND MRKT
VEA
8.15%
FTSE DEV MKT ETF
VV
6.62%
LARGE CAP ETF
VWO
6.41%
FTSE EMR MKT ETF
VB
4.69%
SMALL CP ETF
VXF
3%
EXTEND MKT ETF
VXUS
2.51%
VG TL INTL STK F
VEU
1.71%
ALLWRLD EX US
PTLC
1.38%
TRENDP 750 ETF
VTI
1.35%
TOTAL STK MKT
MSFT
1.3%
COM
IWB
1.18%
RUS 1000 ETF
EFA
1.15%
MSCI EAFE ETF
AAPL
0.8%
COM
JNJ
0.74%
COM
IWM
0.69%
RUSSELL 2000 ETF
IJR
0.65%
CORE S&P SCP ETF
IVV
0.64%
CORE S&P500 ETF
IEMG
0.57%
CORE MSCI EMKT
XOM
0.48%
COM
GSY
0.46%
ULTRA SHRT DUR
SCHF
0.45%
INTL EQTY ETF
VTV
0.36%
VALUE ETF
VIG
0.29%
DIV APP ETF
AMZN
0.27%
COM
PFE
0.25%
COM
CVX
0.24%
COM
VUG
0.21%
GROWTH ETF
MUB
0.2%
NAT AMT FREE BD
D
0.19%
COM
GLD
0.17%
GOLD SHS
VNQI
0.17%
GLB EX US ETF
PG
0.16%
COM
IAU
0.16%
ISHARES
JPM
0.16%
COM
SCHE
0.15%
EMRG MKTEQ ETF
MINT
0.15%
ENHAN SHRT MAT
SCHG
0.14%
US LCAP GR ETF
BRK.B
0.13%
CL B NEW
IBM
0.13%
COM
MRK
0.13%
COM
IWD
0.13%
RUS 1000 VAL ETF
IRWD
0.12%
COM CL A
MCD
0.11%
COM
DHR
0.11%
COM
DIA
0.11%
UT SER 1
IWF
0.11%
RUS 1000 GRW ETF
IWV
0.1%
RUSSELL 3000 ETF
HD
0.1%
COM
GAL
0.1%
GLOBL ALLO ETF
UBSI
0.1%
COM
MMM
0.1%
COM
DIS
0.09%
COM DISNEY
ABT
0.09%
COM
ERIE
0.09%
CL A
DVY
0.09%
SELECT DIVID ETF
COST
0.09%
COM
LMT
0.09%
COM
VSS
0.09%
FTSE SMCAP ETF
VZ
0.09%
COM
KO
0.09%
COM
CSCO
0.09%
COM
ABBV
0.08%
COM
AMGN
0.08%
COM
FB
0.08%
CL A
PEP
0.08%
COM
CB
0.08%
COM
BMO
0.07%
COM
ORCL
0.07%
COM
AGG
0.07%
CORE TOTUSBD ETF
ACN
0.07%
SHS CLASS A
INTC
0.07%
COM
SFNC
0.06%
CL A $1 PAR
GOOGL
0.06%
CAP STK CL A
GOOG
0.06%
CAP STK CL C
T
0.06%
COM
DEM
0.06%
EMERG MKTS ETF
AMT
0.06%
COM
OEF
0.06%
S&P 100 ETF
BSCK
0.06%
BULSHS 2020 CB
UNH
0.06%
COM
SPLV
0.06%
S&P500 LOW VOL
BSCJ
0.05%
BULSHS 2019 CB
GE
0.05%
COM
V
0.05%
COM CL A
CSX
0.05%
COM
UNM
0.05%
COM
LDOS
0.05%
COM
KMB
0.05%
COM
CMCSA
0.05%
CL A
UNP
0.04%
COM
BA
0.04%
COM
NKE
0.04%
CL B
BSCL
0.04%
BULSHS 2021 CB
NEE
0.04%
COM
VNQ
0.04%
REIT ETF
UTX
0.04%
COM
DWDP
0.04%
COM
TIP
0.04%
TIPS BD ETF
PAR
0.04%
COM
MDLZ
0.04%
CL A
SO
0.04%
COM
RTN
0.04%
COM NEW
NVDA
0.04%
COM
NUV
0.04%
PRN
MO
0.04%
COM
PM
0.03%
COM
BAC
0.03%
COM
QCOM
0.03%
CALL
FTV
0.03%
COM
BSCM
0.03%
BULSHS 2022 CB
BUSE
0.03%
COM NEW
PKI
0.03%
COM
PAYX
0.03%
COM
WMT
0.03%
COM
TLT
0.03%
20+ YR TR BD ETF
SHY
0.03%
1-3 YR TR BD ETF
IJH
0.03%
CORE S&P MCP ETF
BMY
0.03%
COM
SGEN
0.03%
COM
MDY
0.03%
UTSER1 S&PDCRP
UBSH
0.03%
COM
PYPL
0.03%
COM
VT
0.03%
TT WRLD ST ETF
XLF
0.03%
SBI INT-FINL
PPG
0.03%
COM
SCHB
0.03%
US BRD MKT ETF
HON
0.03%
COM
MA
0.03%
CL A
NOW
0.03%
COM
SDY
0.03%
S&P DIVID ETF
ADBE
0.03%
COM
CLX
0.03%
COM
CL
0.03%
COM
LOW
0.02%
COM
AXP
0.02%
COM
IDLV
0.02%
S&P INTL LOW
IJT
0.02%
SP SMCP600GR ETF
BABA
0.02%
SPONSORED ADS
SAIC
0.02%
COM
MTUM
0.02%
MSCI USAMOMFCT
NOC
0.02%
COM
EL
0.02%
CL A
ADP
0.02%
COM
INTU
0.02%
COM
LLY
0.02%
COM
EEM
0.02%
MSCI EMG MKT ETF
GILD
0.02%
COM
BSCN
0.02%
BULSHS 2023 CB
C
0.02%
COM NEW
BBT
0.02%
COM
SAIL
0.02%
COM
CVS
0.02%
COM
BK
0.02%
COM
HSY
0.02%
COM
NSC
0.02%
COM
MPC
0.02%
COM
IVW
0.02%
S&P 500 GRWT ETF
WAB
0.02%
COM
FIS
0.02%
COM
CI
0.02%
COM
IMO
0.02%
COM NEW
QQQ
0.02%
UNIT SER 1
HRI
0.02%
COM
CVY
0.02%
ZACKS MULT AST
SCHW
0.02%
COM
APD
0.02%
COM
ITW
0.02%
COM
CRM
0.02%
COM
IOO
0.02%
GLOBAL 100 ETF
BLK
0.02%
COM
VOO
0.02%
SHS
PRF
0.02%
FTSE RAFI 1000
BAX
0.02%
COM
WFC
0.02%
COM
BSV
0.02%
SHORT TRM BOND
CAT
0.02%
COM
USB
0.02%
COM NEW
TMK
0.02%
COM
RSP
0.02%
S&P500 EQL WGT
CHMG
0.02%
COM
DUK
0.01%
COM NEW
GDX
0.01%
GOLD MINERS ETF
WLTW
0.01%
SHS
WBA
0.01%
COM
TXN
0.01%
COM
LQD
0.01%
IBOXX INV CP ETF
SPLK
0.01%
COM
XEL
0.01%
COM
EVRG
0.01%
COM
MAR
0.01%
CL A
TSI
0.01%
PRN
PSX
0.01%
COM
MDT
0.01%
SHS
COP
0.01%
COM
JKI
0.01%
MRGSTR MD CP VAL
BP
0.01%
SPONSORED ADR
SYK
0.01%
COM
TMO
0.01%
COM
RDN
0.01%
COM
GD
0.01%
COM
QCOM
0.01%
COM
IGV
0.01%
NA TEC-SFTWR ETF
STWD
0.01%
COM
MLPA
0.01%
GLBL X MLP ETF
SBUX
0.01%
COM
PSA
0.01%
COM
BDX
0.01%
COM
NZF
0.01%
PRN
F
0.01%
COM PAR $0.01
HOS
< 0.01%
COM
SCG
0.16%
COM
VBR
0.05%
SM CP VAL ETF
VBK
0.04%
SML CP GRW ETF
SPY
0.02%
PUT
CNI
0.02%
COM
SASR
0.02%
COM
SVRA
0.01%
COM
HOV
< 0.01%
CL A