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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
76
12
11
3
8
0
51
18
7
WILLINGDON WEALTH MANAGEMENT

Time Period2019-03-31

Total Holdings370

Total Value ($x1000)407,394
Activities
New63

Increased116

Unchanged114

Decreased77

Sold Out41

Top 10 Stock Holdingstotal 28.15%
MSFT6.3

AAPL4.16

IVV3.19

PFF3

VZ2.1

 
SPY2.02

JNJ2.02

SPLV1.84

GOOG1.79

BRK.B1.73

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
6.3%
COM
AAPL
4.16%
COM
IVV
3.19%
CORE S&P500 ETF
PFF
3%
U.S. PFD STK ETF
VZ
2.1%
COM
SPY
2.02%
TR UNIT
JNJ
2.02%
COM
SPLV
1.84%
S&P500 LOW VOL
GOOG
1.79%
CAP STK CL C
BRK.B
1.73%
CL B NEW
UNH
1.68%
COM
COST
1.67%
COM
PFE
1.64%
COM
JPM
1.5%
COM
HD
1.46%
COM
CCI
1.45%
PRN
CVX
1.45%
COM
XOM
1.38%
COM
FB
1.37%
CL A
KO
1.33%
COM
ORCL
1.3%
COM
IBM
1.29%
COM
BDX
1.25%
COM
LMT
1.23%
COM
AMZN
1.19%
COM
CHTR
1.04%
PRN
STZ
1.01%
CL A
PEP
1%
COM
DG
1%
COM
HON
0.99%
COM
ABBV
0.99%
COM
XLF
0.98%
SBI INT-FINL
SPGI
0.98%
COM
RDS/A
0.96%
SPONS ADR A
V
0.96%
COM CL A
RTN
0.96%
COM NEW
CNI
0.96%
COM
INTC
0.94%
COM
GLPI
0.93%
COM
MO
0.92%
COM
HSY
0.91%
COM
EVRG
0.91%
COM
WM
0.88%
COM
FDX
0.88%
COM
NVO
0.83%
ADR
GIS
0.83%
COM
VNQ
0.76%
REIT ETF
TU
0.76%
COM
SHW
0.74%
COM
QQQ
0.73%
UNIT SER 1
T
0.73%
COM
EMR
0.71%
COM
HYG
0.7%
IBOXX HI YD ETF
CL
0.7%
COM
BNS
0.7%
COM
AEP
0.68%
COM
AMLP
0.68%
ALERIAN MLP
DUK
0.68%
COM NEW
SLB
0.67%
COM
USB
0.66%
COM NEW
IFF
0.64%
COM
DGRO
0.61%
CORE DIV GRWTH
AMGN
0.61%
COM
WPC
0.61%
COM
UPS
0.6%
CL B
BUD
0.57%
SPONSORED ADR
BCE
0.55%
COM NEW
URI
0.52%
COM
PRU
0.52%
COM
D
0.51%
COM
ARCC
0.5%
COM
DLR
0.48%
COM
GE
0.46%
COM
DGX
0.45%
COM
CSCO
0.45%
COM
LH
0.45%
COM NEW
COR
0.43%
COM
ONEQ
0.4%
NDQ CP IDX TRK
Z
0.39%
CL C CAP STK
EMB
0.39%
JP MOR EM MK ETF
MMM
0.38%
COM
MCD
0.38%
COM
LOW
0.38%
COM
CVS
0.37%
COM
STAY
0.37%
UNIT 99/99/9999B
LQD
0.37%
IBOXX INV CP ETF
RDFN
0.36%
COM
AGG
0.35%
CORE TOTUSBD ETF
DHR
0.33%
COM
MAR
0.32%
CL A
PM
0.29%
COM
MPC
0.29%
PRN
SU
0.28%
COM
BBT
0.28%
COM
AFL
0.26%
COM
BIIB
0.23%
COM
MXIM
0.21%
COM
ACN
0.21%
SHS CLASS A
IJH
0.21%
CORE S&P MCP ETF
IJR
0.2%
CORE S&P SCP ETF
FDLO
0.2%
LOW VOLITY ETF
GOOGL
0.19%
CAP STK CL A
BAC
0.18%
COM
DWDP
0.18%
COM
BA
0.17%
COM
BMY
0.16%
COM
DVY
0.15%
SELECT DIVID ETF
ADP
0.13%
COM
IHI
0.11%
U.S. MED DVC ETF
XBI
0.11%
S&P BIOTECH
USFD
0.11%
COM
FNCL
0.1%
MSCI FINLS IDX
ABT
0.1%
COM
DIS
0.09%
COM DISNEY
PG
0.09%
COM
FCNCA
0.09%
CL A
MRK
0.08%
COM
ECL
0.08%
COM
PGR
0.08%
COM
MDLZ
0.07%
CL A
WFC
0.06%
COM
NUE
0.06%
COM
EXPE
0.06%
COM NEW
CB
0.06%
COM
MKC
0.06%
COM NON VTG
LLY
0.05%
COM
CGW
0.05%
S&P GBL WATER
XT
0.05%
EXPONEN TECHNO
SBIO
0.05%
MED BREAKTHGH
SKYY
0.05%
ISE CLOUD COMP
HACK
0.05%
PUREFUNDS ISE CY
ITA
0.05%
U.S. AER&DEF ETF
IPAY
0.04%
PUREFUNDS ISE MO
FDN
0.04%
DJ INTERNT IDX
FTV
0.04%
COM
PPL
0.04%
COM
BOTZ
0.04%
RBTCS ARTFL IN
CRM
0.04%
COM
NKE
0.04%
CL B
HUM
0.04%
COM
TXN
0.03%
COM
CMCSA
0.03%
CL A
SOXX
0.03%
PHLX SEMICND ETF
REM
0.03%
MTG REL ETF NEW
BABA
0.03%
SPONSORED ADS
VYM
0.03%
HIGH DIV YLD
KEY
0.03%
COM
LBTYK
0.02%
SHS CL C
CHIQ
0.02%
CHINA CONS ETF
UTX
0.02%
COM
MMC
0.02%
COM
RELX
0.02%
SPONSORED ADR
PPG
0.02%
COM
PNC
0.02%
COM
SHOP
0.02%
CL A
WEC
0.02%
COM
ENB
0.02%
COM
IWF
0.02%
RUS 1000 GRW ETF
SAP
0.02%
SPON ADR
WAB
0.02%
COM
NLY
0.02%
PRN
BX
0.02%
PRN
DEO
0.02%
SPON ADR NEW
OZK
0.02%
COM
APU
0.02%
UNIT L P INT
WPM
0.01%
COM
RCI
0.01%
CL B
PH
0.01%
COM
WTR
0.01%
COM
CCE
0.01%
SHS
ABB
0.01%
SPONSORED ADR
SCHB
0.01%
US BRD MKT ETF
VFC
0.01%
COM
TOT
0.01%
SPONSORED ADR
LHCG
0.01%
COM
UCFC
0.01%
COM
PYPL
0.01%
COM
MET
0.01%
COM
KKR
0.01%
PRN
ZTS
0.01%
CL A
BTT
0.01%
COM SHS BEN IN
IDXX
0.01%
COM
REMX
0.01%
RARE EARTH STRAT
XLY
0.01%
SBI CONS DISCR
NXPI
0.01%
COM
IWD
0.01%
RUS 1000 VAL ETF
SO
0.01%
COM
SRC
0.01%
PRN
SRCE
0.01%
COM
PAYX
0.01%
COM
ROP
0.01%
COM
VIG
0.01%
DIV APP ETF
MDY
0.01%
UTSER1 S&PDCRP
NSC
0.01%
PRN
CSX
0.01%
COM
FSIC
0.01%
COM
GLD
0.01%
GOLD SHS
CHD
0.01%
COM
BK
0.01%
COM
MDT
0.01%
SHS
WMT
0.01%
COM
COP
0.01%
COM
BAX
0.01%
COM
MCHP
0.01%
COM
ED
0.01%
COM
PKI
0.01%
COM
F
0.01%
COM PAR $0.01
FLEX
0.01%
ORD
RQI
0.01%
PRN
GNE
0.01%
CL B
WY
0.01%
COM
EFA
0.01%
MSCI EAFE ETF
SLYG
0.01%
S&P 600 SMCP GRW
HRL
0.01%
COM
RPV
0.01%
S&P500 PUR VAL
ALGN
0.01%
COM
ATVI
< 0.01%
COM
VTI
< 0.01%
TOTAL STK MKT
APD
< 0.01%
COM
CI
< 0.01%
COM
MOO
< 0.01%
AGRIBUSINESS ETF
ASML
< 0.01%
N Y REGISTRY SHS
LRCX
< 0.01%
PRN
DLN
< 0.01%
LARGECAP DIVID
IVR
< 0.01%
COM
IWN
< 0.01%
RUS 2000 VAL ETF
EXC
< 0.01%
COM
PNW
< 0.01%
COM
BLL
< 0.01%
COM
XLK
< 0.01%
TECHNOLOGY
IWM
< 0.01%
RUSSELL 2000 ETF
TROW
< 0.01%
COM
ITW
< 0.01%
COM
IR
< 0.01%
SHS
JWN
< 0.01%
COM
EEM
< 0.01%
MSCI EMG MKT ETF
CCL
< 0.01%
PAIRED CTF
XLNX
< 0.01%
COM
ETE
< 0.01%
PRN
EPD
< 0.01%
COM
GAIN
< 0.01%
COM
FMNB
< 0.01%
COM
MA
< 0.01%
CL A
STX
< 0.01%
SHS
ALL
< 0.01%
COM
YUM
< 0.01%
COM
GLW
< 0.01%
COM
SPG
< 0.01%
COM
SLV
< 0.01%
ISHARES
ABR
< 0.01%
PRN
IYR
< 0.01%
U.S. REAL ES ETF
CLX
< 0.01%
COM
RUTH
< 0.01%
COM
IVE
< 0.01%
S&P 500 VAL ETF
ABX
< 0.01%
COM
VOD
< 0.01%
SPNSR ADR NO PAR
IJK
< 0.01%
S&P MC 400GR ETF
IWO
< 0.01%
PRN
NFLX
< 0.01%
COM
VOT
< 0.01%
MCAP GR IDXVIP
VBK
< 0.01%
SML CP GRW ETF
STI
< 0.01%
COM
RPG
< 0.01%
S&P500 PUR GWT
IJJ
< 0.01%
S&P MC 400VL ETF
MPW
< 0.01%
COM
QQQX
< 0.01%
PRN
VOE
< 0.01%
MCAP VL IDXVIP
IJS
< 0.01%
SP SMCP600VL ETF
VBR
< 0.01%
SM CP VAL ETF
TCRD
< 0.01%
COM
DBEZ
< 0.01%
MSCI EM HDG EQ
IJT
< 0.01%
SP SMCP600GR ETF
TJX
< 0.01%
COM
SWIR
< 0.01%
COM
HPQ
< 0.01%
COM
GLUU
< 0.01%
COM
RCL
< 0.01%
COM
ZMH
< 0.01%
COM
HIMX
< 0.01%
SPONSORED ADR
HPE
< 0.01%
COM
EFG
< 0.01%
EAFE GRWTH ETF
CIM
< 0.01%
COM NEW
WBA
< 0.01%
COM
ICF
< 0.01%
COHEN&STEER REIT
DBJP
< 0.01%
XTRAK MSCI JAPN
GBDC
< 0.01%
COM
ZG
< 0.01%
CL A
SPR
< 0.01%
COM CL A
INXX
< 0.01%
INDIA INFRSR ETF
SMTA
< 0.01%
PRN
SYF
< 0.01%
COM
CINF
< 0.01%
COM
CDXC
< 0.01%
COM NEW
RDS/B
< 0.01%
SPON ADR B
BKNG
< 0.01%
COM
FITB
< 0.01%
COM
NVDA
< 0.01%
COM
RHT
< 0.01%
COM
AMAT
< 0.01%
COM
UNP
< 0.01%
COM
OXLC
< 0.01%
COM
WRK
< 0.01%
COM
BLK
< 0.01%
COM
NUAN
< 0.01%
COM
AZN
< 0.01%
SPONSORED ADR
FUN
< 0.01%
PRN
NAVI
< 0.01%
COM
TRP
< 0.01%
COM
EW
< 0.01%
COM
LVS
< 0.01%
COM
XHB
< 0.01%
S&P HOMEBUILD
HBI
< 0.01%
COM
EWJ
< 0.01%
MSCI JPN ETF NEW
AKTS
< 0.01%
COM
AGN
< 0.01%
SHS
DAL
< 0.01%
COM NEW
IBB
< 0.01%
NASDQ BIOTEC ETF
AXP
< 0.01%
COM
KHC
< 0.01%
COM
MSCI
< 0.01%
COM
SBUX
< 0.01%
COM
KAR
< 0.01%
COM
EFV
< 0.01%
EAFE VALUE ETF
ZTR
< 0.01%
COM
KDP
< 0.01%
COM
AEG
< 0.01%
NY REGISTRY SH
MNST
< 0.01%
COM
BIDU
< 0.01%
SPON ADR REP A
AIRT
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
IEMG
< 0.01%
CORE MSCI EMKT
IEFA
< 0.01%
CORE MSCI EAFE
AI
< 0.01%
CL A NEW
WEA
< 0.01%
SHS BEN INT
NEE
< 0.01%
COM
CHK
< 0.01%
COM
INFY
< 0.01%
SPONSORED ADR
GSK
< 0.01%
SPONSORED ADR
FTEC
< 0.01%
MSCI INFO TECH I
ASHR
< 0.01%
DBXTR HAR CS 300
DXC
< 0.01%
COM
HK
< 0.01%
COM PAR NEW
AIEQ
< 0.01%
AI POWERED EQT
SIEN
< 0.01%
COM
BEAT
< 0.01%
COM
PXD
< 0.01%
COM
TSLA
< 0.01%
COM
NGVT
< 0.01%
COM
PFD
< 0.01%
COM
NBL
< 0.01%
COM
IVW
< 0.01%
S&P 500 GRWT ETF
JPZ
< 0.01%
COM
REZI
< 0.01%
COM
NBB
< 0.01%
PRN
CELG
< 0.01%
COM
CC
< 0.01%
PRN
SNE
< 0.01%
ADR NEW
EWG
< 0.01%
MSCI GERMANY ETF
EOG
< 0.01%
COM
FIT
< 0.01%
CL A
GTX
< 0.01%
COM
SNAP
< 0.01%
CL A
GNW
< 0.01%
COM CL A
PRSP
< 0.01%
COM
PSO
< 0.01%
SPONSORED ADR
TTM
< 0.01%
SPONSORED ADR
TGTX
< 0.01%
COM
NCR
< 0.01%
COM
NOK
< 0.01%
SPONSORED ADR
COF
< 0.01%
COM
WAT
0.78%
COM
AHS
0.7%
COM
SCG
0.03%
COM
MBB
0.03%
MBS ETF
CLY
0.01%
10+ YR CR BD ETF
HYGH
0.01%
IT RT HDG HGYL
IEI
0.01%
3-7 YR TR BD ETF
EXPD
0.01%
COM
TLT
0.01%
20+ YR TR BD ETF
XLI
0.01%
SBI INT-INDS
SWKS
0.01%
COM
CIU
0.01%
INTERM CR BD ETF
MKL
0.01%
COM
SHY
0.01%
1-3 YR TR BD ETF
IEF
0.01%
7-10 Y TR BD ETF
OEF
0.01%
S&P 100 ETF
MCK
0.01%
COM
GILD
0.01%
COM
CHRW
0.01%
COM NEW
PPH
0.01%
PHARMACEUTICAL E
HYD
0.01%
HIGH YLD MUN ETF
FAF
0.01%
COM
MCO
< 0.01%
COM
CLYH
< 0.01%
INT RT HD 10YR
SEIC
< 0.01%
COM
IYT
< 0.01%
TRANS AVG ETF
ORLY
< 0.01%
COM
PRLB
< 0.01%
COM
QCOM
< 0.01%
COM
LGND
< 0.01%
COM NEW
ACWI
< 0.01%
MSCI ACWI ETF
PII
< 0.01%
COM
EMN
< 0.01%
COM
OXY
< 0.01%
COM
MU
< 0.01%
COM
VLO
< 0.01%
COM
MSFT
< 0.01%
CALL
RDFN
< 0.01%
CALL
UPS
< 0.01%
CALL
DHR
< 0.01%
CALL
ZG
< 0.01%
CALL