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STOCK TICKER:

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

Sofos Investments, Inc. INSTITUTION : Sofos Investments, Inc.
Sofos Investments, Inc. Portfolio (reported on 2020-05-12)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
FATE THERAPEUTICS INC COM    (COMSTOCK) 7,925,881,000 7,925,700 24.52%
GUGGENHEIM BULLETSHARES 2020 HGH YLD COR    (MUTFDETF) 1,375,335,000 23,671 4.25%
SUZANO PAPEL E CELULOSE S A    (ADR) 1,200,196,000 105,377 3.71%
SYMMETRY PANORAMIC GLOBAL EQUITY FUND    (MUTFUNDO) 977,562,000 101,520 3.02%
VANGUARD TOTAL BOND MARKET INDEX FUND    (MUTFDETF) BND 729,939,000 8,552 2.25%
SPDR BARCLAYS CAPITAL 1-3 MONTH T-BILL E    (MUTFDETF) 655,573,000 9,602 2.02%
ISHARES S&P MIDCAP 400 INDEX FUND    (MUTFDETF) IJH 628,226,000 4,367 1.94%
ISHARES BARCLAYS 1-3 YEAR TREASURY BOND    (MUTFDETF) SHY 616,067,000 7,108 1.90%
ISHARES IBONDS DEC 2021    (MUTFDETF) 549,140,000 22,168 1.69%
ISHARES BARCLAYS 3-7 YEAR TREASURY BOND    (MUTFDETF) IEI 539,104,000 4,043 1.66%
ISHARES BARCLAYS 20 plus YEAR TREASURY BOND    (MUTFDETF) TLT 420,677,000 2,550 1.30%
ISHARES BARCLAYS TIPS BOND FUND    (MUTFDETF) TIP 400,094,000 3,393 1.23%
VANGUARD SHORT-TERM BOND INDEX FUND    (MUTFDETF) BSV 380,411,000 4,629 1.17%
ISHARES PHLX SOX SEMICONDUCTOR SECTOR IN    (MUTFDETF) IGW 366,765,000 1,787 1.13%
ISHARES CORE INTL AGGREGATE BOND FUND    (MUTFDETF) 349,321,000 6,387 1.08%
ISHARES BARCLAYS AGGREGATE BOND FUND    (MUTFDETF) AGG 338,798,000 2,937 1.04%
VANGUARD MORTGAGE-BACKED SECURITIES ETF    (MUTFDETF) VMBS 313,942,000 5,760 0.97%
GOLDMAN SACHS TREASURYACCESS 0-1 YEAR ET    (MUTFDETF) 258,220,000 2,562 0.79%
SCHWAB SHORT-TERM US TREASURY BOND INDEX    (MUTFDETF) SCHO 239,291,000 4,626 0.74%
VANGUARD REIT ETF    (MUTFDETF) VNQ 235,404,000 3,370 0.72%
ISHARES BARCLAYS SHORT TREASURY BOND FUN    (MUTFDETF) SHV 223,302,000 2,011 0.69%
SPDR BLACKSTONE GSO SENIOR LOAN    (MUTFDETF) SRLN 215,630,000 5,389 0.66%
VANGUARD MALVERN FDS STRM INFPROIDX    (MUTFDETF) VTIP 207,948,000 4,268 0.64%
ISHARES BARCLAYS 1-3 YEAR CREDIT BOND FU    (MUTFDETF) 206,821,000 3,950 0.64%
ISHARES BARCLAYS 0-5 YEAR TIPS BOND FUND    (MUTFDETF) STIP 206,127,000 2,063 0.63%
CASH ESCROW FOR FORMER MOBILEYE STOCK    (COMSTOCK) 205,879,000 8,105 0.63%
VANECK VECTORS ETF TR    (MUTFDETF) 200,226,000 8,660 0.61%
POWERSHARES GLOBAL SHORT TERM HIGH YIELD    (MUTFDETF) 197,139,000 9,972 0.61%
ISHARES BARCLAYS 7-10 YEAR TREASURY BOND    (MUTFDETF) IEF 194,232,000 1,599 0.60%
ISHARES IBOXX $ INVESTMENT GRADE CORPORA    (MUTFDETF) LQD 187,110,000 1,515 0.57%
VANGUARD INTERMEDIATE-TERM BOND INDEX FU    (MUTFDETF) BIV 183,294,000 2,052 0.56%
ISHARES IBOXX $ HIGH YIELD CORPORATE BON    (MUTFDETF) HYG 179,662,000 2,331 0.55%
ISHARES IBONDS DEC 2020 CORPORATE ETF    (MUTFDETF) 174,394,000 6,918 0.53%
POWERSHARES INTERNATIONAL CORPORATE BOND    (MUTFDETF) 173,790,000 9,669 0.53%
SCHWAB INTERMEDIATE-TERM U.S. TREASURY E    (MUTFDETF) SCHR 159,921,000 2,721 0.49%
VANGUARD LONG-TERM BOND INDEX FUND    (MUTFDETF) BLV 156,855,000 1,470 0.48%
FIRST TRUST LONG DURATION OPPORTUNITIES    (MUTFDETF) 155,390,000 5,358 0.48%
TOEWS HEDGED HIGH YIELD BOND FUND    (MUTFUNDO) 147,762,000 13,784 0.45%
GALAPAGOS NV SPON ADR    (ADR) 144,487,000 737 0.44%
POWERSHARES DWA DEVELOPED MARKETS TECHNI    (MUTFDETF) 143,472,000 4,803 0.44%
SHOPIFY INC CL A    (COMSTOCK) 135,803,000 471 0.42%
ABR DYNAMIC BLEND EQUITY AND VOLATILITY    (MUTFUNDO) 134,512,000 11,344 0.41%
POWERSHARE BULLETSHARES 2020 CORPORATE B    (MUTFDETF) 130,923,000 6,038 0.40%
DIAMONDBACK ENERGY INC COM    (COMSTOCK) 119,932,000 867 0.37%
ISHARES BARCLAYS CMBS BOND FUND    (MUTFDETF) CMBS 114,563,000 2,134 0.35%
ISHARES MSCI USA MOMENTUM FACTOR ETF    (MUTFDETF) 113,016,000 1,580 0.34%
PIMCO ENHANCED SHORT MATURITY STRATEGY F    (MUTFDETF) MINT 111,442,000 1,126 0.34%
FIRST TRUST LOW DURATION MORTGAGE OPPORT    (MUTFDETF) LMBS 107,958,000 2,117 0.33%
SPDR S&P 500 GROWTH ETF    (MUTFDETF) ELG 104,536,000 2,925 0.32%
PIMCO 15 plus YEAR U.S. TIPS INDEX FUND    (MUTFDETF) LTPZ 103,085,000 1,324 0.31%
MERCADOLIBRE INC COM    (ADR) MELI 99,690,000 204 0.30%
APPLE INC COM    (COMSTOCK) AAPL 98,478,000 387 0.30%
GILEAD SCIENCES INC    (COMSTOCK) GILD 97,396,000 1,303 0.30%
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND    (MUTFDETF) IBB 97,346,000 904 0.30%
LINE CORP SPONSORED ADR    (ADR) LN 96,968,000 2,014 0.30%
SONY CORP    (ADR) SNE 95,561,000 1,615 0.29%
AMGEN INC    (COMSTOCK) AMGN 91,830,000 453 0.28%
GRIFOLS S A SPONSORED ADR    (ADR) 90,160,000 4,477 0.27%
SPDR S&P WORLD EX-US ETF    (MUTFDETF) 89,660,000 3,557 0.27%
SPDR BARCLAYS CAPITAL INVESTMENT GRADE F    (MUTFDETF) FLRN 86,322,000 2,936 0.26%
INVESCO S&P 500 EQUAL WEIGHT COMMUNICATI    (MUTFDETF) 85,977,000 4,256 0.26%
SPDR S&P 500 VALUE ETF    (MUTFDETF) ELV 85,700,000 3,317 0.26%
POWERSHARES S&P EMERGING MARKETS LOW VOL    (MUTFDETF) 85,286,000 4,868 0.26%
ICLICK INTRACTVE ASIA GRP LTD SPONSORED    (ADR) 82,777,000 863 0.25%
CHUBB LIMITED    (COMSTOCK) 81,245,000 561 0.25%
CHECK POINT SOFTWARE TECH LTD    (COMSTOCK) CHKP 80,520,000 801 0.24%
MICROSOFT CORP    (COMSTOCK) MSFT 80,290,000 509 0.24%
FIDELITY MSCI INFORMATION TECHNOLOGY    (MUTFDETF) FTEC 79,856,000 1,274 0.24%
ISHARES DOW JONES TRANSPORTATION AVERAGE    (MUTFDETF) IYT 78,661,000 569 0.24%
VANGUARD UTILITIES INDEX FUND    (MUTFDETF) VPU 78,382,000 643 0.24%
BIOGEN INC    (COMSTOCK) BIIB 75,436,000 238 0.23%
REGENERON PHARMACEUTICALS    (COMSTOCK) REGN 73,888,000 151 0.22%
VERTEX PHARMACEUTICALS INC    (COMSTOCK) VRTX 70,563,000 297 0.21%
VANGUARD SHORT-TERM CORPORATE BOND INDEX    (MUTFDETF) VCSH 68,980,000 872 0.21%
CGI INC CL A SUB VTG    (COMSTOCK) 68,552,000 1,260 0.21%
ERICSSON    (ADR) ERIC 68,385,000 8,453 0.21%
UNIQURE NV SHS    (COMSTOCK) QURE 66,466,000 1,401 0.20%
BRISTOL MYERS SQUIBB CO    (COMSTOCK) BMY 66,189,000 1,187 0.20%
FACEBOOK INC CL A    (COMSTOCK) FB 65,965,000 395 0.20%
LOGITECH INTERNATIONAL S A    (ADR) LOGI 65,625,000 1,529 0.20%
MASTERCARD INC COM    (COMSTOCK) MA 65,115,000 270 0.20%
OPEN TEXT CORP    (COMSTOCK) OTEX 63,791,000 1,827 0.19%
STMICROELECTRONICS N V    (ADR) STM 63,524,000 2,973 0.19%
GLOBAL X SUPERINCOME PREFERRED ETF    (MUTFDETF) SPFF 62,930,000 6,542 0.19%
FIRST TRUST PREFERRED SECURITIES AND INC    (MUTFDETF) 62,078,000 3,785 0.19%
EMERGENT BIOSOLUTIONS INC COM    (COMSTOCK) EBS 61,744,000 1,067 0.19%
IDEXX LABS INC    (COMSTOCK) IDXX 59,128,000 244 0.18%
CENTENE CORP DEL    (COMSTOCK) CNC 56,900,000 958 0.17%
ISHARES TR CORE MSCI EAFE    (MUTFDETF) IEFA 55,196,000 1,106 0.17%
FERGUSON PLC SPON ADR    (ADR) 54,582,000 1,364 0.16%
ELBIT SYS LTD    (COMSTOCK) ESLT 54,500,000 427 0.16%
ARTISAN PARTNERS ASSET MGMT    (COMSTOCK) 53,967,000 2,578 0.16%
ILLUMINA INC    (COMSTOCK) ILMN 53,427,000 196 0.16%
MERCK KGAA UNSPON ADR    (ADR) 52,938,000 2,595 0.16%
DASSAULT SYS S A    (ADR) 52,814,000 357 0.16%
SMITH & NEPHEW PLC    (ADR) SNN 51,533,000 1,437 0.15%
VEOLIA ENVIRONMENT    (ADR) 51,167,000 2,413 0.15%
YANDEX N V SHS CLASS A    (COMSTOCK) YNDX 51,153,000 1,502 0.15%
BIOMARIN PHARMACEUTICAL INC    (COMSTOCK) BMRN 48,473,000 574 0.15%
SPDR S&P 400 MID CAP VALUE ETF    (MUTFDETF) EMV 48,253,000 1,369 0.14%
INTERCEPT PHARMACEUTICALS INC COM    (COMSTOCK) 47,108,000 1,117 0.14%
TAYLOR MORRISON HOME CORP CL A    (COMSTOCK) 45,415,000 602 0.14%
BERKSHIRE HATHAWAY INC    (COMSTOCK) BRK/B 45,057,000 246 0.13%
WNS HOLDINGS LTD SPON ADR    (ADR) WNS 43,799,000 1,019 0.13%
CAE INC    (COMSTOCK) CGT 43,403,000 3,439 0.13%
NIDEC CORP    (ADR) 43,111,000 1,637 0.13%
MSCI INC    (COMSTOCK) MXB 41,873,000 145 0.12%
INDUSTRIAL AND COMMERCIAL BK OF CHINA    (COMSTOCK) 41,309,000 2,876 0.12%
FIDELITY MSCI HEALT CARE INDEX ETF    (MUTFDETF) 41,186,000 958 0.12%
INVESCO EXCH TRD SLF IDX FD    (MUTFDETF) 40,800,000 1,817 0.12%
VISA INC.    (COMSTOCK) V 40,534,000 252 0.12%
AMERICAN EXPRESS CO    (COMSTOCK) AXP 40,511,000 473 0.12%
GOOGL / Alphabet Inc.    (COMSTOCK) GOOGL 40,314,000 35 0.12%
ALEXION PHARMACEUTICALS INC    (COMSTOCK) ALXN 38,538,000 429 0.11%
SPDR S&P 400 MID CAP GROWTH ETF    (MUTFDETF) EMG 38,144,000 891 0.11%
MAKITA CORP    (ADR) 37,715,000 1,255 0.11%
L OREAL CO ADR    (ADR) 37,402,000 323 0.11%
NXP SEMICONDUCTORS N V COM    (COMSTOCK) NXPI 36,726,000 443 0.11%
BOOKING HOLDINGS INC    (COMSTOCK) 35,762,000 27 0.11%
ISHARES COMEX GOLD TR    (MUTFDETF) IAU 35,396,000 2,349 0.10%
NEOGENOMICS INC    (COMSTOCK) 34,966,000 628 0.10%
SPDR BARCLAYS CAPITAL INTERMEDIATE TERM    (MUTFDETF) 34,101,000 1,029 0.10%
TEXAS INSTRS INC    (COMSTOCK) TXN 33,851,000 339 0.10%
HOME DEPOT INC    (COMSTOCK) HD 33,770,000 181 0.10%
CISCO SYS INC    (COMSTOCK) CSCO 33,704,000 857 0.10%
DISNEY WALT CO    (COMSTOCK) DIS 33,136,000 343 0.10%
JOHNSON & JOHNSON    (COMSTOCK) JNJ 32,891,000 251 0.10%
SPDR BARCLAYS CAPITAL HIGH YIELD BOND ET    (MUTFDETF) JNK 32,465,000 343 0.10%
SUBARU CORP UNSPONSORED ADR    (ADR) 32,353,000 3,442 0.10%
FIRST HAWAIIAN INC COM    (COMSTOCK) 31,675,000 542 0.09%
OMEGA HEALTHCARE INVS INC    (REIT) OHI 31,156,000 1,174 0.09%
ISHARES FTSE NAREIT REAL ESTATE 50 INDEX    (MUTFDETF) FTY 31,083,000 794 0.09%
JAZZ PHARMACEUTICALS PLC    (COMSTOCK) JAZZ 30,693,000 308 0.09%
SHAW COMMUNICATIONS INC    (COMSTOCK) SJR 30,665,000 1,893 0.09%
AMAZON COM INC    (COMSTOCK) AMZN 30,380,000 16 0.09%
SPDR BARCLAYS CAPITAL MORTGAGE BACKED BO    (MUTFDETF) 30,371,000 1,138 0.09%
INTEL CORP    (COMSTOCK) INTC 29,862,000 552 0.09%
KB FINANCIAL GROUP INC SPONSORED ADR    (ADR) KB 29,786,000 1,095 0.09%
AERCAP HOLDINGS NV    (COMSTOCK) AER 29,538,000 1,296 0.09%
AXOS FINL INC    (COMSTOCK) 29,506,000 1,641 0.09%
PEOPLES UNITED FINANCIAL    (COMSTOCK) PBCT 29,265,000 2,648 0.09%
APTIV PLC    (COMSTOCK) 28,671,000 582 0.08%
RYDEX ETF TRUST GUGGENHEIM SP    (MUTFDETF) 28,572,000 1,246 0.08%
PEARSON PLC    (ADR) PSO 28,524,000 4,140 0.08%
QIWI PLC SPON ADR REP B    (ADRPFDST) QIWI 28,242,000 2,637 0.08%
SOCIEDAD QUIMICA MINERA DE CHI    (ADR) SQM 27,895,000 1,237 0.08%
SPDR DOUBLELINE TOTAL RETURN TACTICAL ET    (MUTFDETF) TOTL 27,536,000 574 0.08%
TREASURY WINE ESTATES LTD    (ADR) 27,449,000 4,485 0.08%
ISHARES 0-5 YEAR INVESTMANT GRADE CORP    (MUTFDETF) SLQD 27,331,000 545 0.08%
MATERIALISE NV SPONSORED ADS    (ADR) 27,154,000 1,462 0.08%
DANAHER CORP DEL    (COMSTOCK) DHR 26,909,000 194 0.08%
THERMO FISHER SCIENTIFIC INC    (COMSTOCK) TMO 26,885,000 95 0.08%
ZIMMER HLDGS INC    (COMSTOCK) 26,115,000 440 0.08%
STRYKER CORP    (COMSTOCK) SYK 25,964,000 156 0.08%
FISERV INC    (COMSTOCK) FISV 25,816,000 272 0.07%
GLOBAL X US PREFERRED ETF    (MUTFDETF) 25,221,000 1,153 0.07%
ORACLE CORP    (COMSTOCK) ORCL 24,870,000 515 0.07%
WAL MART INC    (COMSTOCK) WMT 24,722,000 218 0.07%
CARDINAL HEALTH INC    (COMSTOCK) CAH 24,669,000 515 0.07%
QUALCOMM INC    (COMSTOCK) QCOM 24,479,000 362 0.07%
TAIWAN SEMICONDUCTOR MFG LTD    (ADR) TSM 24,474,000 512 0.07%
SPDR S&P EMERGING MARKETS ETF    (MUTFDETF) 23,659,000 831 0.07%
HUMANA INC    (COMSTOCK) HUM 23,414,000 75 0.07%
ABBVIE INC COM    (COMSTOCK) ABBV 22,906,000 301 0.07%
ACCENTURE PLC    (COMSTOCK) ACN 22,784,000 140 0.07%
APPLIED MATLS INC    (COMSTOCK) AMAT 22,749,000 496 0.07%
LLOYDS BANKING    (ADR) LYG 22,658,000 15,005 0.07%
CUSTOMERS BANCORP INC COM    (COMSTOCK) CUBI 22,632,000 2,071 0.07%
EATON CORP PLC SHARES    (COMSTOCK) 22,074,000 284 0.06%
U S Dollars    (MNYFUND) USD 22,057,000 22,057 0.06%
TELUS CORP    (COMSTOCK) 21,605,000 1,034 0.06%
KBR INC COM    (COMSTOCK) KBR 21,404,000 1,035 0.06%
LOCKHEED MARTIN CORP    (COMSTOCK) LMT 21,127,000 62 0.06%
VANGUARD ENERGY INDEX FUND    (MUTFDETF) VDE 20,677,000 541 0.06%
ITAU UNIBANCO HOLDING    (ADRPFDST) ITU 20,599,000 4,588 0.06%
BANK OF AMERICA CORPORATION    (COMSTOCK) BAC 20,519,000 966 0.06%
PROCTER & GAMBLE CO    (COMSTOCK) PG 20,422,000 186 0.06%
MCDONALDS CORP    (COMSTOCK) MCD 19,961,000 121 0.06%
SPDR S&P 600 SMALL CAP GROWTH ETF    (MUTFDETF) DSG 19,602,000 424 0.06%
ALLIANZ SE UNSPONSRD ADS    (ADR) 19,445,000 46 0.06%
PFIZER INC    (COMSTOCK) PFE 19,201,000 588 0.05%
GRAINGER W W INC    (COMSTOCK) GWW 19,200,000 77 0.05%
MEDTRONIC PLC SHS    (COMSTOCK) 19,146,000 212 0.05%
SKF AB    (ADR) 19,106,000 1,410 0.05%
SPDR S&P 600 SMALL CAP VALUE ETF    (MUTFDETF) DSV 18,798,000 460 0.05%
VERIZON COMMUNICATIONS INC.    (COMSTOCK) VZ 18,362,000 342 0.05%
BANCO SANTANDER BRASIL S A ADS REP 1 UN    (ADR) BSBR 18,270,000 3,534 0.05%
CLOROX CO DEL    (COMSTOCK) CLX 17,881,000 103 0.05%
KLA CORPORATION    (COMSTOCK) KLAC 17,538,000 122 0.05%
WALGREENS BOOTS ALLIANCE INC    (COMSTOCK) WBA 17,387,000 380 0.05%
TARGET CORP    (COMSTOCK) TGT 17,204,000 185 0.05%
BECTON DICKINSON & CO    (COMSTOCK) BDX 17,125,000 75 0.05%
UNION PAC CORP    (COMSTOCK) UNP 16,967,000 120 0.05%
AMERISOURCEBERGEN CORP COM    (COMSTOCK) ABC 16,818,000 190 0.05%
WELLS FARGO & CO NEW    (COMSTOCK) WFC 16,639,000 580 0.05%
J P MORGAN CHASE & CO    (COMSTOCK) JPM 16,453,000 183 0.05%
MERCK & CO INC    (COMSTOCK) MRK 16,303,000 212 0.05%
WIPRO LTD    (ADR) WIT 16,215,000 5,230 0.05%
VARIAN MED SYS INC    (COMSTOCK) VAR 16,064,000 156 0.04%
LILLY ELI & CO    (COMSTOCK) LLY 15,933,000 115 0.04%
1 2 3 4 5 6 7 8 Next >Full Portfolio View
Total Value As 2020-03-31: 32,311,508,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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