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STOCK TICKER:

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

PROEQUITIES, INC. INSTITUTION : PROEQUITIES, INC.
PROEQUITIES, INC. Portfolio (reported on 2019-11-13)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
PIMCO CORPORATE & INCOME OPP    (COM) PTY 17,407,000 952,958 4.33%
ISHARES TR    (CORE S&P500 ETF) IVV 13,340,000 44,687 3.32%
ISHARES TR    (MIN VOL USA ETF) USMV 11,597,000 180,921 2.88%
ISHARES TR    (U.S. MED DVC ETF) IHI 11,136,000 45,044 2.77%
ISHARES TR    (CORE US AGGBD ET) AGG 9,696,000 85,676 2.41%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 8,355,000 203,384 2.08%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 7,899,000 156,905 1.96%
ISHARES TR    (USA MOMENTUM FCT) 6,496,000 54,472 1.61%
INVESCO ACTIVELY MANAGD ETF    (ULTRA SHRT DUR) 6,317,000 125,321 1.57%
VANGUARD WORLD FD    (MEGA CAP INDEX) MGC 6,190,000 60,037 1.54%
ISHARES TR    (CORE S&P TTL STK) ISI 6,144,000 91,606 1.52%
ISHARES TR    (CORE DIV GRWTH) DGRO 5,942,000 151,811 1.47%
VANGUARD INDEX FDS    (MID CAP ETF) VO 5,632,000 33,605 1.40%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 5,305,000 72,390 1.32%
ISHARES TR    (CORE S&P SCP ETF) IJR 4,694,000 60,299 1.16%
ISHARES TR    (US TREAS BD ETF) GOVT 4,389,000 166,733 1.09%
VANGUARD WORLD FD    (S UTILITIES ETF) VPU 4,361,000 30,153 1.08%
ISHARES INC    (CORE MSCI EMKT) IEMG 4,069,000 83,007 1.01%
ISHARES TR    (CORE S&P MCP ETF) IJH 4,038,000 20,899 1.00%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 4,020,000 99,851 1.00%
EATON VANCE ENH EQTY INC FD    (COM) EOS 3,988,000 239,527 0.99%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 3,679,000 22,123 0.91%
VANGUARD INDEX FDS    (VALUE ETF) VTV 3,595,000 32,208 0.89%
ISHARES TR    (CORE MSCI EAFE) IEFA 3,559,000 58,269 0.88%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 3,441,000 58,496 0.85%
FS KKR CAPITAL CORP    (COM) 3,271,000 543,411 0.81%
ISHARES TR    (FLTG RATE NT ETF) FLOT 3,244,000 63,655 0.80%
ISHARES TR    (S&P US PFD STK) PFF 3,203,000 85,352 0.79%
ISHARES TR    (USA QUALITY FCTR) QUAL 3,134,000 33,919 0.78%
ISHARES TR    (SH TR CRPORT ETF) CSJ 2,882,000 53,703 0.71%
ISHARES TR    (JPMORGAN USD EMG) EMB 2,858,000 25,218 0.71%
ISHARES TR    (MBS ETF) MBB 2,855,000 26,364 0.71%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 2,846,000 27,743 0.70%
BROWN FORMAN CORP    (CL B) BF/B 2,727,000 43,330 0.67%
INVESCO EXCHNG TRADED FD TR    (KBW PPTY CASUT) 2,667,000 36,068 0.66%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 2,550,000 16,886 0.63%
ISHARES TR    (RUS MID CAP ETF) IWR 2,546,000 45,498 0.63%
SPDR    (S&P 500 ETF TR TR UNIT) SPY 2,426,000 8,137 0.60%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 2,337,000 27,681 0.58%
ISHARES TR    (IBOXX INV CP ETF) LQD 2,326,000 18,243 0.57%
SPDR GOLD TRUST GOLD    (SHS) GLD 2,147,000 15,462 0.53%
ISHARES TR    (INTRM TR CRP ETF) CIU 2,069,000 35,716 0.51%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 2,013,000 24,913 0.50%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 1,996,000 7,287 0.49%
VANGUARD GROUP    (DIV APP ETF) VIG 1,990,000 16,646 0.49%
ISHARES TR    (1 3 YR TREAS BD) SHY 1,980,000 23,348 0.49%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 1,976,000 12,840 0.49%
ISHARES TR    (MSCI ACWI ETF) ACWI 1,947,000 26,399 0.48%
ISHARES TR    (0-5YR INVT GR CP) SLQD 1,937,000 37,875 0.48%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 1,905,000 35,772 0.47%
FIRST TR LRG CP GRWTH ALPHAD COM    (SHS) FTC 1,891,000 27,023 0.47%
ISHARES TR    (IBOXX HI YD ETF) HYG 1,828,000 20,967 0.45%
SPDR SER TR    (SPDR BLOOMBERG) 1,815,000 19,821 0.45%
DISNEY WALT CO    (COM DISNEY) DIS 1,802,000 13,828 0.44%
PIMCO HIGH INCOME FD COM    (SHS) PHK 1,765,000 226,377 0.43%
MICROSOFT CORP    (COM) MSFT 1,733,000 12,467 0.43%
NORFOLK SOUTHERN CORP    (COM) NSC 1,679,000 9,343 0.41%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 1,542,000 44,071 0.38%
ETF MANAGERS TR    (PRIME CYBR SCRTY) 1,446,000 38,673 0.36%
ISHARES TR    (CONV BD ETF) 1,322,000 22,740 0.32%
ISHARES TR    (RUSSELL 2000 ETF) IWM 1,262,000 8,338 0.31%
ISHARES TR    (CORE MSCI TOTAL) IXUS 1,237,000 21,423 0.30%
VISA INC    (COM CL A) V 1,227,000 7,134 0.30%
AT&T INC    (COM) T 1,191,000 31,486 0.29%
ISHARES TR    (GLOBAL TECH ETF) IXN 1,187,000 6,419 0.29%
FIRST TR EXCHANGE TRADED FD    (CLOUD COMPUTING) SKYY 1,158,000 20,533 0.28%
ISHARES TR    (SHORT TREAS BD) SHV 1,138,000 10,284 0.28%
GRANITESHARES GOLD TR    (SHS BEN INT) 1,105,000 75,087 0.27%
MASTERCARD INCORPORATED    (CL A) MA 1,096,000 4,035 0.27%
EXXON MOBIL CORP    (COM) XOM 1,085,000 15,360 0.27%
ISHARES TR    (CORE S&P US GWT) IWZ 1,084,000 17,245 0.26%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 1,084,000 12,318 0.26%
ALPHABET INC    (CAP STK CL A) GOOGL 1,030,000 843 0.25%
VANGUARD BD INDEX FD INC    (LONG TERM BOND) BLV 1,025,000 9,985 0.25%
JPMORGAN CHASE & CO    (COM) JPM 1,024,000 8,698 0.25%
WISDOMTREE TR    (US MIDCAP DIVID) DON 1,011,000 27,832 0.25%
SPDR SERIES TRUST    (BLOOMBERG BRCLYS) 995,000 9,148 0.24%
PFIZER INC    (COM) PFE 986,000 27,448 0.24%
PROCTER AND GAMBLE CO    (COM) PG 950,000 7,633 0.23%
FIRST TR EXCHANGE TRADED FD    (FST LOW OPPT EFT) LMBS 947,000 18,213 0.23%
MURPHY OIL CORP    (COM) MUR 931,000 42,120 0.23%
SPDR SERIES TRUST    (HLTH CR EQUIP) XHE 919,000 11,771 0.22%
ISHARES TR    (CORE HIGH DV ETF) HDV 907,000 9,636 0.22%
FACEBOOK INC    (CL A) FB 904,000 5,074 0.22%
MURPHY USA INC    (COM) MUSA 898,000 10,530 0.22%
VERIZON COMMUNICATIONS INC    (COM) VZ 880,000 14,573 0.21%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 876,000 10,428 0.21%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 873,000 9,361 0.21%
ISHARES TR    (CORE S&P US VLU) IWW 872,000 15,089 0.21%
FIRST TR EXCHANGE TRADED FD    (SENIOR LN FD) FTSL 853,000 17,993 0.21%
UNITED TECHNOLOGIES CORP    (COM) UTX 835,000 6,113 0.20%
ALPHABET INC    (CAP STK CL C) GOOG 813,000 667 0.20%
ISHARES TR    (CORE INTL AGGR) 807,000 14,463 0.20%
UNION PAC CORP    (COM) UNP 786,000 4,826 0.19%
FIRST TR EXCHANGE TRADED FD    (FIRST TR TA HIYL) HYLS 774,000 16,039 0.19%
SPDR SERIES TRUST    (BLOMBERG BRC INT) BWZ 748,000 24,686 0.18%
BLACKROCK INCOME TR INC    (COM) BKT 739,000 121,545 0.18%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 734,000 8,271 0.18%
FIRST TR EXCHANGE TRADED FD    (FIRST TR ENH NEW) FTSM 718,000 11,928 0.17%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 715,000 5,927 0.17%
EXCHANGE TRADED CONCEPTS TR    (EMQQ EM INTERN) EMQQ 702,000 22,487 0.17%
COCA COLA CO    (COM) KO 685,000 12,515 0.17%
BRISTOL MYERS SQUIBB CO    (COM) BMY 676,000 13,327 0.16%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 675,000 8,329 0.16%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 667,000 11,793 0.16%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 660,000 12,048 0.16%
ISHARES TR    (SELECT DIVID ETF) DVY 656,000 6,432 0.16%
ADOBE INC    (COM) ADBE 646,000 2,341 0.16%
JOHNSON & JOHNSON    (COM) JNJ 641,000 4,951 0.15%
SPDR SER TR    (BLOOMBERG SRT TR) SJNK 634,000 23,481 0.15%
SPDR SERIES TRUST    (AEROSPACE DEF) XAR 631,000 5,902 0.15%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 627,000 2,152 0.15%
ISHARES TR    (S&P 500 GRWT ETF) IVW 623,000 3,461 0.15%
REGIONS FINL CORP NEW    (COM) RF 612,000 38,310 0.15%
ISHARES TR    (RUSSELL 3000 ETF) IWV 609,000 3,505 0.15%
VANGUARD WORLD FD    (S INF TECH ETF) VGT 608,000 2,809 0.15%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 602,000 5,574 0.14%
ISHARES TR    (20 YR TR BD ETF) TLT 583,000 4,072 0.14%
NVIDIA CORP    (COM) NVDA 576,000 3,311 0.14%
STRYKER CORP    (COM) SYK 573,000 2,644 0.14%
WELLS FARGO CO NEW    (COM) WFC 573,000 11,359 0.14%
FIRST TR NASDAQ100 TECH INDE    (SHS) QTEC 567,000 6,479 0.14%
FIRST TR MORNINGSTAR DIV LEA    (SHS) FDL 565,000 18,192 0.14%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 558,000 6,931 0.13%
INDEXIQ ETF TR    (IQ MRGR ARB ETF) MNA 551,000 17,205 0.13%
ISHARES TR    (RESIDNL REAL EST) REZ 549,000 6,910 0.13%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 547,000 4,706 0.13%
VANGUARD WORLD FD    (S HEALTH CAR ETF) VHT 542,000 3,219 0.13%
NETFLIX INC    (COM) NFLX 538,000 2,009 0.13%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 537,000 2,790 0.13%
ISHARES INC    (EM HGHYL BD ETF) EMHY 529,000 11,389 0.13%
MCDONALDS CORP    (COM) MCD 519,000 2,416 0.12%
SABRA HEALTH CARE REIT INC    (COM) SBRA 516,000 22,484 0.12%
ISHARES TR    (RUS TP200 GR ETF) IWY 514,000 5,899 0.12%
ISHARES TR    (US AER DEF ETF) ITA 511,000 2,274 0.12%
HOME DEPOT INC    (COM) HD 503,000 2,167 0.12%
FIRST TR EXCHANGE TRADED FD    (TECH ALPHADEX) FXL 501,000 7,684 0.12%
CHEVRON CORP NEW    (COM) CVX 500,000 4,221 0.12%
VANGUARD STAR FD    (VG TL INTL STK F) VXUS 493,000 9,542 0.12%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 489,000 1,813 0.12%
GILEAD SCIENCES INC    (COM) GILD 486,000 7,674 0.12%
MARATHON PETE CORP    (COM) MPC 486,000 8,006 0.12%
WALMART INC    (COM) WMT 472,000 3,974 0.11%
CROWN CASTLE INTL CORP NEW    (COM) CCI 462,000 3,321 0.11%
WISDOMTREE TR    (EMG MKTS SMCAP) DGS 460,000 10,390 0.11%
LAUDER ESTEE COS INC    (CL A) EL 459,000 2,308 0.11%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 455,000 3,132 0.11%
FIRST TR EXCHANGE TRADED FD    (DORSEY WRT 5 ETF) FV 448,000 15,139 0.11%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 447,000 2,675 0.11%
NEXTERA ENERGY INC    (COM) NEE 447,000 1,917 0.11%
ISHARES TR    (TIPS BD ETF) TIP 442,000 3,797 0.11%
VERISK ANALYTICS INC    (COM) VRSK 441,000 2,790 0.10%
ISHARES TR    (RUS MD CP GR ETF) IWP 441,000 3,123 0.10%
FISERV INC    (COM) FISV 438,000 4,232 0.10%
REAVES UTIL INCOME FD COM    (SH BEN INT) UTG 436,000 11,884 0.10%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 427,000 3,217 0.10%
ISHARES TR    (S&P 500 VAL ETF) IVE 423,000 3,549 0.10%
BOOKING HLDGS INC    (COM) 422,000 215 0.10%
INTEL CORP    (COM) INTC 416,000 8,066 0.10%
ABBVIE INC    (COM) ABBV 412,000 5,444 0.10%
FIRST TR EXCHANGE TRADED FD    (S&P INTL DIVID) 412,000 23,977 0.10%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 409,000 7,759 0.10%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 399,000 6,554 0.09%
FLEXSHARES TR    (MORNSTAR USMKT) TILT 399,000 3,406 0.09%
FIRST TR EXCHANGE TRADED FD    (MULTI ASSET DI) MDIV 398,000 21,577 0.09%
FIRST TR EXCHANGE TRADED FD    (NO AMER ENERGY) EMLP 398,000 15,553 0.09%
PEPSICO INC    (COM) PEP 391,000 2,855 0.09%
ISHARES TR    (RUS 1000 VAL ETF) IWD 390,000 3,037 0.09%
MERCK & CO INC    (COM) MRK 384,000 4,535 0.09%
PHILLIPS 66    (COM) PSX 383,000 3,738 0.09%
FIRST TR LRG CP VL ALPHADEX COM    (SHS) FTA 381,000 7,385 0.09%
CISCO SYS INC    (COM) CSCO 373,000 7,553 0.09%
UNITEDHEALTH GROUP INC    (COM) UNH 371,000 1,709 0.09%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 370,000 4,765 0.09%
ISHARES TR    (MSCI EMG MKT ETF) EEM 370,000 9,049 0.09%
TEMPLETON EMERG MKTS INCOME    (COM) TEI 368,000 40,538 0.09%
NUVEEN FLOATING RATE INCOME    (COM) JFR 361,000 36,891 0.08%
HONEYWELL INTL INC    (COM) HON 360,000 2,129 0.08%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 357,000 2,769 0.08%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 356,000 10,386 0.08%
WESTERN ASSET PREMIER BD FD    (SHS BEN INT) WEA 356,000 24,923 0.08%
COSTCO WHSL CORP NEW    (COM) COST 352,000 1,221 0.08%
ISHARES TR    (MSCI KLD400 SOC) DSI 351,000 3,164 0.08%
SSGA ACTIVE ETF TR    (BLKSTN GSOSRLN) SRLN 350,000 7,553 0.08%
STARBUCKS CORP    (COM) SBUX 338,000 3,820 0.08%
MSCI INC    (COM) MXB 337,000 1,548 0.08%
L3HARRIS TECHNOLOGIES INC    (COM) 333,000 1,597 0.08%
ISHARES TR    (MRNGSTR INC ETF) IYLD 333,000 13,317 0.08%
SOUTHERN CO    (COM) SO 332,000 5,381 0.08%
DUKE ENERGY CORP NEW    (COM NEW) DUK 332,000 3,465 0.08%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 329,000 2,414 0.08%
SPDR SERIES TRUST    (PORTFOLIO INTRMD) ITR 328,000 9,285 0.08%
ISHARES TR    (0-5YR HI YL CP) SHYG 328,000 7,053 0.08%
NUVEEN MULTI MKT INCOME FD    (COM) JMM 325,000 44,052 0.08%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 322,000 4,477 0.08%
INVESCO EXCHNG TRADED FD TR    (S&P500 HDL VOL) 319,000 7,491 0.07%
GENERAL DYNAMICS CORP    (COM) GD 318,000 1,739 0.07%
ISHARES TR    (U.S. FINLS ETF) IYF 316,000 2,457 0.07%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 314,000 11,000 0.07%
LOWES COS INC    (COM) LOW 312,000 2,842 0.07%
1 2 3 4 5 6 7 8 9 Next >Full Portfolio View
Total Value As 2019-09-30: 401,637,000 SEC FILING
* Portfolios do not reflect changes after reporting
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