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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

NEXT Financial Group, Inc INSTITUTION : NEXT Financial Group, Inc
NEXT Financial Group, Inc Portfolio (reported on 2020-01-21)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 32,464,000 387,126 3.35%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000IDX) VONE 27,455,000 186,163 2.83%
APPLE INC    (COM) AAPL 25,003,000 85,145 2.58%
INVESCO QQQ TR    (UNIT SER 1) 15,537,000 73,077 1.60%
ISHARES TR    (IBOXX HI YD ETF) HYG 11,103,000 126,257 1.14%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 9,462,000 57,828 0.97%
ISHARES TR    (CORE S&P500 ETF) IVV 8,177,000 25,298 0.84%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 8,043,000 99,771 0.83%
MICROSOFT CORP    (COM) MSFT 7,561,000 47,949 0.78%
VANGUARD STAR FD    (VG TL INTL STK F) VXUS 7,529,000 135,192 0.77%
ISHARES TR    (CORE S&P MCP ETF) IJH 7,203,000 34,998 0.74%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 7,194,000 163,276 0.74%
VANGUARD SCOTTSDALE FDS    (VNG RUS2000IDX) VTWO 7,165,000 53,806 0.73%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 7,086,000 23,955 0.73%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 6,969,000 30,767 0.71%
ISHARES TR    (MSCI MIN VOL ETF) USMV 6,654,000 101,435 0.68%
ISHARES TR    (S&P 500 GRWT ETF) IVW 6,594,000 34,055 0.68%
VANGUARD WORLD FDS    (CONSUM STP ETF) VDC 6,346,000 39,366 0.65%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 6,259,000 32,642 0.64%
AMAZON COM INC    (COM) AMZN 6,208,000 3,360 0.64%
ISHARES TR    (CORE TOTAL USD) IUSB 6,097,000 117,007 0.62%
VANGUARD WORLD FDS    (CONSUM DIS ETF) VCR 6,087,000 32,126 0.62%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 6,047,000 24,697 0.62%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 5,836,000 18,122 0.60%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 5,715,000 47,952 0.58%
ISHARES TR    (S&P 500 VAL ETF) IVE 5,411,000 41,594 0.55%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 5,167,000 37,699 0.53%
VANGUARD GROUP    (DIV APP ETF) VIG 5,159,000 41,385 0.53%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 4,982,000 27,350 0.51%
ISHARES TR    (JPMORGAN USD EMG) EMB 4,869,000 42,503 0.50%
ISHARES TR    (20 YR TR BD ETF) TLT 4,844,000 35,756 0.49%
VANGUARD INDEX FDS    (VALUE ETF) VTV 4,837,000 40,358 0.49%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 4,695,000 53,822 0.48%
ISHARES TR    (SELECT DIVID ETF) DVY 4,654,000 44,047 0.48%
VANGUARD WORLD FD    (MEGA CAP INDEX) MGC 4,488,000 40,175 0.46%
VANGUARD BD INDEX FD INC    (LONG TERM BOND) BLV 4,368,000 43,538 0.45%
DISNEY WALT CO    (COM DISNEY) DIS 4,165,000 28,775 0.42%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 4,153,000 54,940 0.42%
VANGUARD WORLD FDS    (UTILITIES ETF) VPU 4,046,000 28,315 0.41%
ISHARES TR    (PFD AND INCM SEC) PFF 4,003,000 106,493 0.41%
FACEBOOK INC    (CL A) FB 3,984,000 19,410 0.41%
ISHARES TR    (3 7 YR TREAS BD) IEI 3,979,000 31,639 0.41%
ISHARES TR    (MSCI EAFE ETF) EFA 3,974,000 57,220 0.41%
ISHARES TR    (IBOXX INV CP ETF) LQD 3,915,000 30,592 0.40%
ISHARES TR    (USA MOMENTUM FCT) 3,910,000 31,143 0.40%
VANGUARD WORLD FDS    (ENERGY ETF) VDE 3,852,000 47,270 0.39%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 3,818,000 85,859 0.39%
AT&T INC    (COM) T 3,772,000 96,524 0.38%
SPDR SERIES TRUST    (BLOOMBERG BRCLYS) 3,768,000 34,400 0.38%
ISHARES TR    (CORE MSCI EAFE) IEFA 3,747,000 57,439 0.38%
HOME DEPOT INC    (COM) HD 3,644,000 16,685 0.37%
SPDR GOLD TRUST    (GOLD SHS) GLD 3,620,000 25,330 0.37%
JOHNSON & JOHNSON    (COM) JNJ 3,409,000 23,370 0.35%
VANGUARD WORLD FDS    (COMM SRVC ETF) VOX 3,389,000 36,078 0.34%
MASTERCARD INC    (CL A) MA 3,387,000 11,341 0.34%
CHEVRON CORP NEW    (COM) CVX 3,342,000 27,732 0.34%
ISHARES TR    (US AER DEF ETF) ITA 3,235,000 14,563 0.33%
SALESFORCE COM INC    (COM) CRM 3,182,000 19,565 0.32%
ISHARES TR    (BROAD USD HIGH) 3,170,000 77,130 0.32%
ISHARES TR    (RUS MD CP GR ETF) IWP 3,137,000 20,561 0.32%
MERCK & CO INC    (COM) MRK 3,110,000 34,190 0.32%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 3,110,000 54,963 0.32%
ISHARES TR    (FLTG RATE NT ETF) FLOT 3,093,000 60,742 0.31%
INVESCO EXCHNG TRADED FD TR    (S&P500 HDL VOL) 3,089,000 70,158 0.31%
VISA INC    (COM CL A) V 3,079,000 16,381 0.31%
BRISTOL MYERS SQUIBB CO    (COM) BMY 3,072,000 47,861 0.31%
CISCO SYS INC    (COM) CSCO 3,049,000 63,573 0.31%
ISHARES TR    (CORE US AGGBD ET) AGG 3,035,000 27,009 0.31%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 3,001,000 32,017 0.30%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 2,970,000 50,911 0.30%
VERIZON COMMUNICATIONS INC    (COM) VZ 2,964,000 48,274 0.30%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 2,960,000 38,808 0.30%
ISHARES TR    (NATIONAL MUN ETF) MUB 2,898,000 25,440 0.29%
PROCTER & GAMBLE CO    (COM) PG 2,892,000 23,152 0.29%
VANGUARD WORLD FDS    (MATERIALS ETF) VAW 2,874,000 21,422 0.29%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 2,871,000 30,941 0.29%
VANGUARD WORLD FDS    (INDUSTRIAL ETF) VIS 2,851,000 18,528 0.29%
FIRST TR NASDAQ100 TECH INDE    (SHS) QTEC 2,837,000 28,339 0.29%
PFIZER INC    (COM) PFE 2,795,000 71,318 0.28%
SPDR SERIES TRUST    (SPDR BLOOMBERG) 2,792,000 30,534 0.28%
VANGUARD MALVERN FDS    (STRM INFPROIDX) VTIP 2,783,000 56,489 0.28%
ISHARES TR    (S&P SML 600 GWT) IJT 2,677,000 13,850 0.27%
ISHARES TR    (CORE HIGH DV ETF) HDV 2,648,000 27,003 0.27%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 2,608,000 32,351 0.26%
ISHARES TR    (SHRT NAT MUN ETF) 2,606,000 24,402 0.26%
ISHARES TR    (INTRM TR CRP ETF) CIU 2,595,000 44,749 0.26%
NVIDIA CORP    (COM) NVDA 2,581,000 10,971 0.26%
ISHARES TR    (INTL SEL DIV ETF) IDV 2,572,000 76,620 0.26%
INVESCO EXCHANGE TRADED FD T    (S&P500 QUALITY) 2,540,000 69,448 0.26%
INTEL CORP    (COM) INTC 2,462,000 41,127 0.25%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 2,446,000 14,766 0.25%
ALPHABET INC    (CAP STK CL A) GOOGL 2,442,000 1,823 0.25%
INVESCO EXCHANGE TRADED FD T    (INTL DIVI ACHI) 2,375,000 139,152 0.24%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 2,371,000 36,687 0.24%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 2,273,000 15,374 0.23%
JPMORGAN CHASE & CO    (COM) JPM 2,237,000 16,050 0.23%
PHILIP MORRIS INTL INC    (COM) PM 2,219,000 26,084 0.22%
COSTCO WHSL CORP NEW    (COM) COST 2,218,000 7,548 0.22%
ISHARES TR    (RUS 1000 VAL ETF) IWD 2,199,000 16,117 0.22%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 2,148,000 13,526 0.22%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 2,108,000 41,950 0.21%
WISDOMTREE TR    (EUROPE SMCP DV) DFE 2,101,000 32,150 0.21%
AMGEN INC    (COM) AMGN 2,079,000 8,623 0.21%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 2,066,000 38,446 0.21%
VIACOMCBS INC    (CL B) 2,040,000 48,344 0.21%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 2,027,000 19,952 0.20%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 2,021,000 17,467 0.20%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 2,006,000 21,881 0.20%
WISDOMTREE TR    (US MIDCAP DIVID) DON 2,001,000 52,601 0.20%
IQVIA HLDGS INC    (COM) 2,000,000 12,941 0.20%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 1,989,000 26,080 0.20%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 1,960,000 54,391 0.20%
ISHARES TR    (MSCI EMG MKT ETF) EEM 1,953,000 43,516 0.20%
ISHARES TR    (RUSSELL 2000 ETF) IWM 1,927,000 11,631 0.19%
EXXON MOBIL CORP    (COM) XOM 1,925,000 27,596 0.19%
ISHARES TR    (CORE S&P SCP ETF) IJR 1,890,000 22,541 0.19%
VANGUARD ADMIRAL FDS INC    (500 VAL IDX FD) VOOV 1,849,000 14,718 0.19%
MEDTRONIC PLC    (SHS) MDT 1,827,000 16,097 0.18%
ISHARES TR    (TIPS BD ETF) TIP 1,827,000 15,679 0.18%
BANK AMER CORP    (COM) BAC 1,775,000 50,414 0.18%
GENERAL MLS INC    (COM) GIS 1,753,000 32,723 0.18%
FIRST TR EXCHANGE TRADED FD    (TECH ALPHADEX) FXL 1,752,000 24,147 0.18%
LOCKHEED MARTIN CORP    (COM) LMT 1,722,000 4,423 0.17%
STRYKER CORP    (COM) SYK 1,680,000 7,997 0.17%
FIRST TR EXCHANGE TRADED FD    (NASDQ SEMCNDTR) 1,676,000 40,681 0.17%
ADOBE INC    (COM) ADBE 1,664,000 5,047 0.17%
BOEING CO    (COM) BA 1,661,000 5,098 0.17%
INVESCO EXCHANGE TRADED FD T    (S&P500 PUR VAL) 1,656,000 23,904 0.17%
ISHARES TR    (1 3 YR TREAS BD) SHY 1,655,000 19,558 0.17%
JP MORGAN EXCHANGE TRADED FD    (ULTRA SHRT INC) 1,651,000 32,731 0.17%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 1,638,000 26,926 0.16%
SPDR SERIES TRUST    (PORTFOLIO SM ETF) TWOK 1,612,000 49,398 0.16%
PEPSICO INC    (COM) PEP 1,589,000 11,622 0.16%
ISHARES TR    (RUS MDCP VAL ETF) IWS 1,583,000 16,703 0.16%
ISHARES TR    (RUS 1000 GRW ETF) IWF 1,582,000 8,992 0.16%
VALERO ENERGY CORP NEW    (COM) VLO 1,574,000 16,806 0.16%
FIRST TR EXCNGE TRD ALPHADEX    (MID CP GR ALPH) FNY 1,567,000 32,739 0.16%
PACWEST BANCORP DEL    (COM) PACW 1,542,000 40,298 0.15%
ISHARES TR    (U.S. REAL ES ETF) IYR 1,538,000 16,523 0.15%
MARATHON PETE CORP    (COM) MPC 1,536,000 25,484 0.15%
FIRST TR EXCHANGE TRADED FD    (WTR ETF) FIW 1,519,000 25,341 0.15%
HP INC    (COM) HPQ 1,517,000 73,789 0.15%
NVENT ELECTRIC PLC    (SHS) 1,507,000 58,942 0.15%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 1,507,000 20,211 0.15%
STARBUCKS CORP    (COM) SBUX 1,499,000 17,055 0.15%
MSC INDL DIRECT INC    (CL A) MSM 1,495,000 19,047 0.15%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 1,488,000 23,624 0.15%
WESTERN UN CO    (COM) WU 1,481,000 55,301 0.15%
WISDOMTREE TR    (EMER MKT HIGH FD) DEM 1,479,000 32,312 0.15%
ELECTRONIC ARTS INC    (COM) ERTS 1,476,000 13,732 0.15%
FIRST TR EXCHANGE TRADED FD    (RISNG DIVD ACHIV) RDVY 1,474,000 41,094 0.15%
FNB CORP PA    (COM) FNB 1,463,000 115,181 0.15%
ISHARES TR    (MBS ETF) MBB 1,457,000 13,483 0.15%
FIRST TR EXCHANGE TRADED FD    (US EQTY OPPT ETF) FPX 1,455,000 18,111 0.15%
ISHARES INC    (CORE MSCI EMKT) IEMG 1,439,000 26,772 0.14%
WATSCO INC    (COM) WSO 1,437,000 7,981 0.14%
NUCOR CORP    (COM) NUE 1,437,000 25,379 0.14%
FLOWERS FOODS INC    (COM) FLO 1,435,000 66,033 0.14%
NRG ENERGY INC    (COM NEW) NRG 1,433,000 36,053 0.14%
FIRST TR EXCHANGE-TRADED FD    (PFD SECS INC ETF) FPE 1,431,000 71,319 0.14%
LAS VEGAS SANDS CORP    (COM) LVS 1,411,000 20,436 0.14%
CVR ENERGY INC    (COM) CVI 1,411,000 34,888 0.14%
FIRST TR EXCHANGE TRADED FD    (CAP STRENGTH ETF) FDV 1,393,000 23,082 0.14%
ABBVIE INC    (COM) ABBV 1,390,000 15,694 0.14%
INTERNATIONAL GAME TECHNOLOG    (SHS USD) IGT 1,389,000 92,820 0.14%
TAPESTRY INC    (COM) 1,385,000 51,354 0.14%
ISHARES TR    (HDG MSCI EAFE) HEFA 1,381,000 45,278 0.14%
UNITED TECHNOLOGIES CORP    (COM) UTX 1,377,000 9,192 0.14%
SEAGATE TECHNOLOGY PLC    (SHS) STX 1,376,000 22,911 0.14%
PEOPLES UTD FINL INC    (COM) PBCT 1,376,000 81,390 0.14%
ADVANCED MICRO DEVICES INC    (COM) AMD 1,360,000 29,649 0.14%
HEICO CORP NEW    (COM) HEI 1,353,000 11,856 0.13%
ISHARES TR    (CORE S&P TTL STK) ISI 1,351,000 18,578 0.13%
ALTRIA GROUP INC    (COM) MO 1,339,000 26,833 0.13%
OMNICOM GROUP INC    (COM) OMC 1,338,000 16,404 0.13%
CUMMINS INC    (COM) CMI 1,325,000 7,403 0.13%
KOHLS CORP    (COM) KSS 1,323,000 25,965 0.13%
FIRST TR EXCHANGE TRADED FD    (NASDAQ CYB ETF) 1,320,000 43,943 0.13%
INDEXIQ ACTIVE ETF TR    (IQ MACKAY INSRED) 1,312,000 49,900 0.13%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 1,303,000 14,260 0.13%
CITIGROUP INC    (COM NEW) C 1,301,000 16,289 0.13%
EATON CORP PLC    (SHS) ETN 1,287,000 13,579 0.13%
MACYS INC    (COM) M 1,287,000 74,286 0.13%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 1,286,000 6,065 0.13%
JP MORGAN EXCHANGE TRADED FD    (DIV RTN EM EQT) 1,280,000 22,458 0.13%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 1,280,000 15,794 0.13%
AMERICAN ELEC PWR CO INC    (COM) AEP 1,279,000 13,538 0.13%
DBX ETF TR    (XTRACK USD HIGH) 1,279,000 25,387 0.13%
INVESCO EXCHNG TRADED FD TR    (S&P SMLCP LOW) 1,278,000 25,111 0.13%
HONEYWELL INTL INC    (COM) HON 1,269,000 7,171 0.13%
HALLIBURTON CO    (COM) HAL 1,267,000 51,776 0.13%
VEEVA SYS INC    (CL A COM) VEEV 1,262,000 8,973 0.13%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 1,256,000 11,674 0.12%
NEXTERA ENERGY INC    (COM) NEE 1,252,000 5,171 0.12%
MOLSON COORS BREWING CO    (CL B) TAP 1,250,000 23,188 0.12%
WALMART INC    (COM) WMT 1,248,000 10,499 0.12%
CVS HEALTH CORP    (COM) CVS 1,234,000 16,617 0.12%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 1,234,000 4,327 0.12%
CATERPILLAR INC DEL    (COM) CAT 1,227,000 8,308 0.12%
HUNTINGTON BANCSHARES INC    (COM) HBAN 1,226,000 81,328 0.12%
1 2 3 4 5 6 7 8 9 10 11 12 13 Next >Full Portfolio View
Total Value As 2019-12-31: 968,812,000 SEC FILING
* Portfolios do not reflect changes after reporting
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