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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
46
11
15
1
3
2
28
5
8
VESTPRO FINANCIAL PARTNERS INC DBA CPF TEXAS

Time Period2018-09-30

Total Holdings264

Total Value ($x1000)210,087
Activities
New46

Increased77

Unchanged101

Decreased40

Sold Out17

Top 10 Stock Holdingstotal 25.99%
MUB3.13

SDY2.94

SHM2.75

ITOT2.7

ITM2.67

 
XMLV2.54

IDV2.4

TFI2.36

VYM2.26

IUSB2.24

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MUB
3.13%
NAT AMT FREE BD
SDY
2.94%
S&P DIVID ETF
SHM
2.75%
NUVN BR SHT MUNI
ITOT
2.7%
CORE S&P TTL STK
ITM
2.67%
AMT FREE INT ETF
XMLV
2.54%
S&P MIDCP LOW
IDV
2.4%
INTL SEL DIV ETF
TFI
2.36%
NUVN BRCLY MUNI
VYM
2.26%
HIGH DIV YLD
IUSB
2.24%
CORE TL USD BD
SHY
2.2%
1-3 YR TR BD ETF
LVHD
1.85%
LOW DIVI ETF
FLOT
1.77%
FLTG RATE BD ETF
DLN
1.73%
LARGECAP DIVID
GSLC
1.53%
EQUITY ETF
DEM
1.47%
EMERG MKTS ETF
URTH
1.44%
MSCI WORLD ETF
TOTL
1.43%
SPDR TR TACTIC
IVV
1.33%
CORE S&P500 ETF
XSLV
1.32%
S&P SMLCP LOW
CVS
1.27%
COM
AON
1.16%
SHS CL A
XLV
1.14%
SBI HEALTHCARE
VO
1.14%
MID CAP ETF
ABBV
1.11%
COM
XLE
1.08%
SBI INT-ENERGY
SABR
1.06%
COM
XLB
1.05%
SBI MATERIALS
MSFT
1.04%
COM
DON
1.03%
MIDCAP DIVI FD
VFH
1.02%
FINANCIALS ETF
WMT
0.97%
COM
USMV
0.96%
USA MIN VOL ETF
IPG
0.94%
COM
AMGN
0.93%
COM
ORI
0.93%
COM
CINF
0.93%
COM
AFG
0.86%
COM
CCL
0.85%
PAIRED CTF
HBI
0.83%
COM
FNF
0.82%
COM
PFE
0.8%
COM
COST
0.78%
COM
WM
0.75%
COM
IWW
0.73%
RUS 3000 VAL ETF
IWR
0.72%
RUS MID-CAP ETF
BRK.B
0.71%
CL B NEW
VV
0.7%
LARGE CAP ETF
XOM
0.66%
COM
ESRX
0.64%
COM
VTV
0.63%
VALUE ETF
JNJ
0.62%
COM
MCD
0.62%
COM
IWZ
0.55%
RUS 3000 GRW ETF
AAPL
0.55%
COM
XBI
0.55%
S&P BIOTECH
VB
0.54%
SMALL CP ETF
JPM
0.52%
COM
FV
0.48%
DORSEY WRT 5 ETF
AGG
0.46%
CORE TOTUSBD ETF
HD
0.45%
COM
IHDG
0.45%
ITL HDG DIV GT
CMCSA
0.42%
CL A
CVX
0.42%
COM
XLU
0.41%
SBI INT-UTILS
PX
0.41%
COM
NVS
0.41%
SPONSORED ADR
VUG
0.41%
GROWTH ETF
OXY
0.4%
COM
LUV
0.4%
COM
CPRT
0.4%
COM
THRK
0.39%
RUSSELL 3000 ETF
EMR
0.39%
COM
GWW
0.38%
COM
KO
0.38%
COM
IWM
0.37%
RUSSELL 2000 ETF
PEP
0.35%
COM
MMC
0.35%
COM
PG
0.34%
COM
MO
0.33%
COM
PSX
0.33%
COM
IBM
0.33%
COM
WBA
0.32%
COM
FL
0.31%
COM
EIS
0.31%
MSCI ISR CAP ETF
SBUX
0.31%
COM
EWJ
0.31%
MSCI JPN ETF NEW
BRK.A
0.3%
CL A
CAH
0.3%
COM
DAL
0.3%
COM NEW
GIGB
0.3%
ACCESS INVT GR
EWC
0.3%
MSCI CDA ETF
ENZL
0.3%
NW ZEALND CP ETF
BAC
0.28%
COM
IWC
0.28%
MICRO-CAP ETF
EWK
0.28%
BELGIUM CAPD ETF
BBT
0.28%
COM
T
0.28%
COM
PKI
0.28%
COM
VOE
0.28%
MCAP VL IDXVIP
STT
0.26%
COM
OMC
0.26%
COM
GREK
0.26%
FTSE GREECE 20
ABT
0.26%
COM
KMB
0.25%
COM
EFX
0.25%
COM
HEFA
0.25%
HDG MSCI EAFE
BRO
0.24%
COM
ACWV
0.24%
CNTRY MIN VL ETF
TSN
0.24%
CL A
IWV
0.23%
RUSSELL 3000 ETF
F
0.22%
COM PAR $0.01
EFAV
0.22%
EAFE MIN VOL ETF
VFC
0.22%
COM
VBR
0.21%
SM CP VAL ETF
VTI
0.21%
TOTAL STK MKT
MTUM
0.21%
MSCI USAMOMFCT
AGN
0.2%
SHS
CRL
0.2%
COM
SHW
0.2%
COM
HTA
0.18%
CL A NEW
MMM
0.18%
COM
VCR
0.17%
CONSUM DIS ETF
IBB
0.17%
NASDQ BIOTEC ETF
MXI
0.17%
GLOBAL MATER ETF
IYT
0.17%
TRANS AVG ETF
DOV
0.16%
COM
SOXX
0.16%
PHLX SEMICND ETF
EFA
0.15%
MSCI EAFE ETF
DGRW
0.15%
US DIVD GRT FD
MDY
0.15%
UTSER1 S&PDCRP
ITR
0.14%
INTR TRM CORP BD
V
0.14%
COM CL A
IHF
0.14%
US HLTHCR PR ETF
BSV
0.13%
SHORT TRM BOND
LLY
0.12%
COM
ADP
0.12%
COM
CLX
0.11%
COM
MDLZ
0.11%
CL A
WFC
0.11%
COM
DGX
0.11%
COM
SAP
0.11%
SPON ADR
VOT
0.11%
MCAP GR IDXVIP
MRK
0.1%
COM
VWO
0.1%
FTSE EMR MKT ETF
DWDP
0.1%
COM
GPC
0.1%
COM
BMY
0.09%
COM
CCT
0.09%
COM
AXP
0.08%
COM
K
0.08%
COM
GE
0.08%
COM
M
0.07%
COM
BNDX
0.07%
INTL BD IDX ETF
TMK
0.07%
COM
BP
0.06%
SPONSORED ADR
CSCO
0.06%
COM
UN
0.06%
N Y SHS NEW
EEMV
0.06%
EM MK MINVOL ETF
BK
0.05%
COM
MA
0.05%
CL A
DEO
0.05%
SPON ADR NEW
KHC
0.05%
COM
BSCJ
0.05%
BULSHS 2019 CB
BSCK
0.05%
BULSHS 2020 CB
BSCI
0.05%
BULSHS2018 COR
BSCL
0.05%
BULSHS 2021 CB
IWF
0.05%
RUS 1000 GRW ETF
BSCM
0.05%
BULSHS 2022 CB
IP
0.05%
COM
MAS
0.05%
COM
ADI
0.04%
COM
MRC
0.04%
COM
EEM
0.04%
MSCI EMG MKT ETF
BIDU
0.04%
SPON ADR REP A
MDYG
0.04%
S&P 400 MDCP GRW
ENTG
0.04%
COM
UNP
0.04%
COM
SCG
0.04%
COM
SLCA
0.03%
COM
ENR
0.03%
COM
AZO
0.03%
COM
COP
0.03%
COM
QQQ
0.03%
UNIT SER 1
PM
0.03%
COM
JEF
0.03%
COM
PRF
0.03%
FTSE RAFI 1000
BR
0.03%
COM
CFR
0.02%
COM
EPC
0.02%
COM
BAX
0.02%
COM
CHTR
0.02%
CL A
NWLI
0.02%
CL A
HAL
0.02%
COM
CIBR
0.02%
FD NASDAQ CEA CYB
MKL
0.02%
COM
AVNS
0.02%
COM
NUDM
0.02%
ESG INTL DEVEL
NULG
0.02%
ESG LARGE CAP
CDK
0.02%
COM
IMTM
0.01%
INT DEV MOM FC
IVLU
0.01%
DEV VAL FACTOR
FRN
0.01%
FRONTIER MKTS
FM
0.01%
MSCI FRNTR100ETF
NULV
0.01%
ESG LRG VALUE
THS
0.01%
COM
FAF
0.01%
COM
NUBD
0.01%
ESG US AGGRGTE
NUMV
0.01%
ESG MID VALUE
CLGX
0.01%
COM
DYLS
0.01%
DYNAMIC LNG EQ
FTLS
0.01%
LNG/SHT EQUITY
NUSC
0.01%
ESG SMALL CAP
WDTI
0.01%
FUTRE STRAT FD
JPMF
0.01%
MANAGED FUTURE
JPHF
0.01%
DIVERSIFIED ET
QAI
0.01%
HEDGE MLTI ETF
POST
0.01%
COM
NUMG
0.01%
ESG MID CAP
ESE
0.01%
COM
XLI
0.01%
SBI INT-INDS
BLD
0.01%
COM
PAVE
0.01%
US INFR DEV
QCLN
0.01%
NAS CLNEDG GREEN
AFB
0.01%
COM
IGF
0.01%
GLB INFRASTR ETF
NFRA
0.01%
STOXX GLOBR INF
PBW
0.01%
WILDERHIL CLAN
INFR
0.01%
GLOBAL INFSTRU
RCS
0.01%
COM
ICLN
0.01%
GL CLEAN ENE ETF
PBI
0.01%
COM
XLF
0.01%
SBI INT-FINL
TAN
0.01%
SOLAR ETF
MDIV
0.01%
MULTI ASSET DI
SUSB
0.01%
ESG 1 5 YR USD
CVY
0.01%
ZACKS MULT AST
NUEM
0.01%
ESG EMERGING
IYLD
0.01%
MRNGSTR INC ETF
FLEX
0.01%
ORD
FPF
0.01%
COM
INKM
< 0.01%
INCOM ALLO ETF
FTNT
< 0.01%
COM
VNQ
< 0.01%
REIT ETF
GIS
< 0.01%
COM
SCHH
< 0.01%
US REIT ETF
BGT
< 0.01%
COM
TGT
< 0.01%
COM
TJX
< 0.01%
COM
DMF
< 0.01%
COM
DIS
< 0.01%
COM DISNEY
PANW
< 0.01%
COM
GPS
< 0.01%
COM
HSY
< 0.01%
COM
SYMC
< 0.01%
COM
REM
< 0.01%
MTG REL ETF NEW
XLRE
< 0.01%
RL EST SEL SEC
DBL
< 0.01%
COM
FGEN
< 0.01%
COM
GDX
< 0.01%
GOLD MINERS ETF
COMT
< 0.01%
COMMOD SEL STG
GDXJ
< 0.01%
JR GOLD MINERS E
VOO
< 0.01%
SHS
VRTV
< 0.01%
COM
PGAL
0.33%
GLB X FTSE PT 20
EWQ
0.31%
MSCI FRANCE ETF
EWP
0.3%
MSCI SPAN CP ETF
RSX
0.29%
RUSSIA ETF
AXJV
0.27%
EX JAP MIN VOL
SCZ
0.26%
EAFE SML CP ETF
FLBR
0.22%
FTSE BRAZIL
DVY
0.13%
SELECT DIVID ETF
MGC
0.13%
MEGA CAP INDEX
XPH
0.1%
S&P PHARMAC
VAW
0.1%
MATERIALS ETF
XRT
0.08%
S&P RETAIL ETF
GOOGL
0.06%
CAP STK CL A
APY
0.04%
COM
CA
0.04%
COM
TRXC
< 0.01%
COM NEW
URG
< 0.01%
COM