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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 2020-05-13)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
SPDR SER TR    (SPDR BLOOMBERG) 41,282,000 450,534 4.54%
VANGUARD WORLD FD    (MEGA CAP INDEX) MGC 28,225,000 308,804 3.11%
ISHARES TR    (CORE S&P500 ETF) IVV 27,106,000 104,901 2.98%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 23,842,000 715,119 2.62%
ISHARES TR    (CORE US AGGBD ET) AGG 18,923,000 164,021 2.08%
ISHARES TR    (USA QUALITY FCTR) QUAL 18,427,000 227,383 2.03%
VANGUARD INDEX FDS    (MID CAP ETF) VO 16,965,000 128,862 1.86%
ISHARES TR    (US TREAS BD ETF) GOVT 15,438,000 550,353 1.70%
PIMCO CORPORATE & INCOME OPP    (COM) PTY 15,134,000 1,160,643 1.66%
ISHARES TR    (MIN VOL USA ETF) USMV 14,776,000 273,576 1.62%
APPLE INC    (COM) AAPL 13,965,000 54,918 1.53%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 12,496,000 257,208 1.37%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 11,488,000 204,189 1.26%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 11,074,000 330,068 1.22%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 10,336,000 65,961 1.13%
ISHARES TR    (U.S. MED DVC ETF) IHI 9,956,000 44,179 1.09%
ISHARES TR    (SH TR CRPORT ETF) CSJ 9,687,000 185,013 1.06%
ISHARES TR    (CORE S&P SCP ETF) IJR 9,517,000 169,622 1.04%
ISHARES TR    (1 3 YR TREAS BD) SHY 8,649,000 99,797 0.95%
VANGUARD INDEX FDS    (VALUE ETF) VTV 8,626,000 96,848 0.95%
ISHARES TR    (INTL QLTY FACTOR) 8,601,000 332,734 0.94%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 8,363,000 64,854 0.92%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 8,191,000 99,674 0.90%
ISHARES TR    (S&P US PFD STK) PFF 8,038,000 252,464 0.88%
SPDR    (S&P 500 ETF TR TR UNIT) SPY 7,711,000 29,755 0.84%
ISHARES TR    (CORE MSCI EAFE) IEFA 6,866,000 137,627 0.75%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 6,367,000 116,819 0.70%
AMAZON COM INC    (COM) AMZN 6,227,000 3,194 0.68%
MICROSOFT CORP    (COM) MSFT 6,103,000 38,698 0.67%
VANGUARD BD INDEX FD INC    (LONG TERM BOND) BLV 5,765,000 54,019 0.63%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 5,762,000 67,510 0.63%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 5,405,000 22,822 0.59%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 5,345,000 66,930 0.58%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 5,270,000 28,822 0.58%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 5,254,000 58,813 0.57%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 5,247,000 84,569 0.57%
ISHARES TR    (CORE S&P TTL STK) ISI 5,237,000 91,547 0.57%
ISHARES TR    (FLTG RATE NT ETF) FLOT 5,198,000 106,438 0.57%
ISHARES TR    (INTRM TR CRP ETF) CIU 5,132,000 93,448 0.56%
JOHNSON & JOHNSON    (COM) JNJ 4,871,000 37,144 0.53%
ISHARES TR    (CORE S&P MCP ETF) IJH 4,782,000 33,239 0.52%
PROCTER AND GAMBLE CO    (COM) PG 4,612,000 41,924 0.50%
INVESCO QQQ TR    (UNIT SER 1) 4,601,000 24,118 0.50%
ISHARES TR    (MBS ETF) MBB 4,513,000 40,863 0.49%
ISHARES TR    (ESG MSCI USA ETF) 4,433,000 77,111 0.48%
ISHARES TR    (CORE DIV GRWTH) DGRO 4,400,000 135,005 0.48%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 4,301,000 72,879 0.47%
MASTERCARD INCORPORATED    (CL A) MA 4,231,000 17,516 0.46%
ISHARES TR    (CORE INTL AGGR) 3,965,000 72,361 0.43%
SPDR SERIES TRUST    (AEROSPACE DEF) XAR 3,856,000 50,678 0.42%
VISA INC    (COM CL A) V 3,856,000 23,934 0.42%
SPDR SERIES TRUST    (BLOMBERG BRC INT) BWZ 3,778,000 127,390 0.41%
FACEBOOK INC    (CL A) FB 3,773,000 22,619 0.41%
ISHARES TR    (MSCI AC ASIA ETF) 3,758,000 62,935 0.41%
ALPHABET INC    (CAP STK CL A) GOOGL 3,752,000 3,229 0.41%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 3,719,000 32,214 0.40%
ISHARES TR    (0-5YR HI YL CP) SHYG 3,434,000 84,021 0.37%
VANGUARD GROUP    (DIV APP ETF) VIG 3,426,000 33,118 0.37%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 3,425,000 42,618 0.37%
AT&T INC    (COM) T 3,264,000 111,987 0.35%
EATON VANCE ENH EQTY INC FD    (COM) EOS 3,233,000 233,058 0.35%
ISHARES INC    (CORE MSCI EMKT) IEMG 3,154,000 77,923 0.34%
ISHARES TR    (0-5YR INVT GR CP) SLQD 3,035,000 60,535 0.33%
FIRST TR EXCHANGE TRADED FD    (CAP STRENGTH ETF) FDV 2,963,000 59,605 0.32%
VERIZON COMMUNICATIONS INC    (COM) VZ 2,914,000 54,242 0.32%
VANGUARD STAR FD    (VG TL INTL STK F) VXUS 2,886,000 68,786 0.31%
COCA COLA CO    (COM) KO 2,879,000 64,485 0.31%
PEPSICO INC    (COM) PEP 2,846,000 23,693 0.31%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 2,843,000 10,018 0.31%
ISHARES INC    (ESG MSCI EM ETF) 2,830,000 103,386 0.31%
BRISTOL MYERS SQUIBB CO    (COM) BMY 2,639,000 47,339 0.29%
ISHARES TR    (IBOXX INV CP ETF) LQD 2,621,000 21,219 0.28%
DISNEY WALT CO    (COM DISNEY) DIS 2,575,000 26,655 0.28%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 2,518,000 36,049 0.27%
ISHARES TR    (RUS TP200 GR ETF) IWY 2,491,000 29,583 0.27%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 2,482,000 89,486 0.27%
ISHARES INC    (EM HGHYL BD ETF) EMHY 2,463,000 64,410 0.27%
ISHARES TR    (CORE MSCI TOTAL) IXUS 2,458,000 52,290 0.27%
EXXON MOBIL CORP    (COM) XOM 2,445,000 64,381 0.26%
BROWN FORMAN CORP    (CL B) BF/B 2,433,000 43,698 0.26%
FIDELITY    (MSCI HLTH CARE I) FHLC 2,394,000 55,706 0.26%
INTEL CORP    (COM) INTC 2,389,000 44,149 0.26%
WISDOMTREE TR    (US MIDCAP DIVID) DON 2,372,000 98,170 0.26%
HOME DEPOT INC    (COM) HD 2,322,000 12,436 0.25%
ISHARES TR    (CORE S&P US GWT) IWZ 2,305,000 40,380 0.25%
FIRST TR EXCHANGE TRADED FD    (FIRST TR ENH NEW) FTSM 2,302,000 38,933 0.25%
ISHARES TR    (20 YR TR BD ETF) TLT 2,222,000 13,472 0.24%
ISHARES TR    (GLOBAL TECH ETF) IXN 2,196,000 12,044 0.24%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 2,189,000 13,411 0.24%
ADOBE INC    (COM) ADBE 2,184,000 6,862 0.24%
ISHARES TR    (CONV BD ETF) 2,174,000 39,921 0.23%
VANGUARD WORLD FD    (S HEALTH CAR ETF) VHT 2,119,000 12,756 0.23%
SOUTHERN CO    (COM) SO 2,104,000 38,870 0.23%
WALMART INC    (COM) WMT 2,101,000 18,403 0.23%
NORTHERN LTS FD TR IV    (MAIN SECTR ROTN) 2,086,000 85,878 0.22%
JPMORGAN CHASE & CO    (COM) JPM 2,075,000 23,045 0.22%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 2,072,000 39,304 0.22%
STRYKER CORP    (COM) SYK 2,040,000 12,213 0.22%
ISHARES INC    (MSCI EM ASIA ETF) EEMA 2,021,000 35,480 0.22%
PFIZER INC    (COM) PFE 2,010,000 61,580 0.22%
ALPHABET INC    (CAP STK CL C) GOOG 1,991,000 1,712 0.21%
MERCK & CO INC    (COM) MRK 1,955,000 25,216 0.21%
GILEAD SCIENCES INC    (COM) GILD 1,921,000 25,687 0.21%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 1,825,000 21,723 0.20%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 1,820,000 25,726 0.20%
COSTCO WHSL CORP NEW    (COM) COST 1,813,000 6,359 0.19%
FIRST TR EXCHANGE TRADED FD    (FST LOW OPPT EFT) LMBS 1,809,000 35,467 0.19%
ISHARES TR    (SELECT DIVID ETF) DVY 1,798,000 24,445 0.19%
ISHARES TR    (USA MOMENTUM FCT) 1,794,000 16,851 0.19%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 1,791,000 14,742 0.19%
MCDONALDS CORP    (COM) MCD 1,785,000 10,795 0.19%
VANGUARD WORLD FD    (S INF TECH ETF) VGT 1,783,000 8,415 0.19%
NEXTERA ENERGY INC    (COM) NEE 1,764,000 7,331 0.19%
MSCI INC    (COM) MXB 1,723,000 5,963 0.18%
ISHARES TR    (NATIONAL MUN ETF) MUB 1,682,000 14,884 0.18%
FIRST TR LRG CP GRWTH ALPHAD COM    (SHS) FTC 1,676,000 27,972 0.18%
ISHARES TR    (RUS MID CAP ETF) IWR 1,674,000 38,768 0.18%
UNITEDHEALTH GROUP INC    (COM) UNH 1,663,000 6,670 0.18%
INVESCO EXCHNG TRADED FD TR    (KBW PPTY CASUT) 1,658,000 31,204 0.18%
CHEVRON CORP NEW    (COM) CVX 1,617,000 22,312 0.17%
ISHARES TR    (RUS MD CP GR ETF) IWP 1,611,000 13,247 0.17%
VERISK ANALYTICS INC    (COM) VRSK 1,602,000 11,494 0.17%
NORFOLK SOUTHERN CORP    (COM) NSC 1,564,000 10,709 0.17%
FIRST TR EXCHANGE-TRADED FD    (PFD SECS INC ETF) FPE 1,520,000 92,564 0.16%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 1,514,000 19,143 0.16%
CROWN CASTLE INTL CORP NEW    (COM) CCI 1,503,000 10,407 0.16%
TARGET CORP    (COM) TGT 1,480,000 15,919 0.16%
NETFLIX INC    (COM) NFLX 1,473,000 3,922 0.16%
ISHARES TR    (IBOXX HI YD ETF) HYG 1,418,000 18,402 0.15%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 1,411,000 17,719 0.15%
ISHARES TR    (CORE S&P US VLU) IWW 1,407,000 30,478 0.15%
ETF MANAGERS TR    (PRIME CYBR SCRTY) 1,406,000 39,427 0.15%
FIRST TR EXCHANGE TRADED FD    (CLOUD COMPUTING) SKYY 1,398,000 25,665 0.15%
ABBVIE INC    (COM) ABBV 1,360,000 17,844 0.14%
COLGATE PALMOLIVE CO    (COM) CL 1,326,000 19,989 0.14%
SHERWIN WILLIAMS CO    (COM) SHW 1,318,000 2,868 0.14%
ISHARES TR    (LNG TR CRPRT BD) CLY 1,305,000 20,519 0.14%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 1,299,000 6,679 0.14%
BANK AMER CORP    (COM) BAC 1,281,000 60,349 0.14%
DUKE ENERGY CORP NEW    (COM NEW) DUK 1,260,000 15,577 0.13%
PIMCO HIGH INCOME FD COM    (SHS) PHK 1,243,000 250,649 0.13%
NVIDIA CORP    (COM) NVDA 1,237,000 4,691 0.13%
ISHARES TR    (USA SIZE FACTOR) SIZE 1,206,000 16,894 0.13%
L3HARRIS TECHNOLOGIES INC    (COM) 1,176,000 6,527 0.12%
AMERICAN EXPRESS CO    (COM) AXP 1,168,000 13,646 0.12%
SPDR SERIES TRUST    (HLTH CR EQUIP) XHE 1,155,000 16,117 0.12%
FIRST TR EXCHANGE TRADED FD    (DJ INTERNT IDX) FDN 1,136,000 9,185 0.12%
GENERAL DYNAMICS CORP    (COM) GD 1,121,000 8,469 0.12%
LOCKHEED MARTIN CORP    (COM) LMT 1,112,000 3,281 0.12%
LAUDER ESTEE COS INC    (CL A) EL 1,107,000 6,947 0.12%
ISHARES TR    (S&P 500 GRWT ETF) IVW 1,062,000 6,435 0.11%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 1,030,000 18,917 0.11%
PHILIP MORRIS INTL INC    (COM) PM 1,017,000 13,720 0.11%
3M CO    (COM) MMM 1,016,000 7,445 0.11%
INDEXIQ ETF TR    (IQ MRGR ARB ETF) MNA 1,001,000 33,197 0.11%
FISERV INC    (COM) FISV 998,000 10,509 0.10%
INVESCO EXCHNG TRADED FD TR    (PFD ETF) 986,000 74,945 0.10%
COMCAST CORP NEW    (CL A) CMCSA 969,000 28,006 0.10%
ABBOTT LABS    (COM) ABT 963,000 12,203 0.10%
CLOROX CO DEL    (COM) CLX 952,000 5,493 0.10%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 948,000 9,667 0.10%
EXCHANGE TRADED CONCEPTS TR    (EMQQ EM INTERN) EMQQ 938,000 29,755 0.10%
ISHARES TR    (JPMORGAN USD EMG) EMB 932,000 9,640 0.10%
CHECK POINT SOFTWARE TECH LT    (ORD) CHKP 919,000 9,141 0.10%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 910,000 8,203 0.10%
ISHARES TR    (S&P 500 VAL ETF) IVE 902,000 9,369 0.09%
ALTRIA GROUP INC    (COM) MO 891,000 22,548 0.09%
MURPHY USA INC    (COM) MUSA 888,000 10,530 0.09%
SPDR GOLD TRUST GOLD    (SHS) GLD 886,000 5,985 0.09%
ISHARES TR    (RUS 1000 GRW ETF) IWF 885,000 5,873 0.09%
SPDR SER TR    (BLOOMBERG SRT TR) SJNK 884,000 37,522 0.09%
VANGUARD ADMIRAL FDS INC    (500 GRTH IDX F) VOOG 864,000 5,805 0.09%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 849,000 9,378 0.09%
CATERPILLAR INC DEL    (COM) CAT 824,000 7,103 0.09%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 824,000 17,567 0.09%
FLEXSHARES TR    (MORNSTAR USMKT) TILT 821,000 8,808 0.09%
XCEL ENERGY INC    (COM) XEL 820,000 13,503 0.09%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 820,000 13,150 0.09%
GENERAL ELECTRIC CO    (COM) GE 816,000 102,704 0.08%
BLACKROCK INCOME TR INC    (COM) BKT 813,000 141,126 0.08%
CME GROUP INC    (COM CL A) CME 810,000 4,682 0.08%
SHOPIFY INC    (CL A) 807,000 1,936 0.08%
LILLY ELI & CO    (COM) LLY 802,000 5,780 0.08%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 793,000 27,871 0.08%
VANGUARD WORLD FD    (S CONSUM STP ETF) VDC 793,000 5,752 0.08%
CHUBB LIMITED    (COM) CB 786,000 6,992 0.08%
ZOETIS INC    (CL A) ZTS 781,000 6,640 0.08%
FIRST TR EXCHANGE TRADED FD    (SENIOR LN FD) FTSL 778,000 18,607 0.08%
UNION PAC CORP    (COM) UNP 777,000 5,512 0.08%
PROLOGIS INC    (COM) PLD 774,000 9,631 0.08%
ISHARES TR    (US HLTHCARE ETF) IYH 756,000 4,023 0.08%
SPDR SERIES TRUST    (PORTFOLIO INTRMD) ITR 751,000 22,083 0.08%
INVESCO EXCHNG TRADED FD TR    (CEF INM COMPSI) 749,000 42,811 0.08%
CISCO SYS INC    (COM) CSCO 746,000 18,986 0.08%
BARCLAYS BK PLC    (DJUBS CMDT ETN36) DJP 739,000 44,727 0.08%
BP PLC    (SPONSORED ADR) BP 733,000 30,068 0.08%
BOEING CO    (COM) BA 731,000 4,900 0.08%
DANAHER CORP DEL    (COM) DHR 714,000 5,150 0.07%
BOOKING HLDGS INC    (COM) 712,000 529 0.07%
CVS HEALTH CORP    (COM) CVS 709,000 11,942 0.07%
1 2 3 4 5 6 7 8 9 10 11 12 Next >Full Portfolio View
Total Value As 2020-03-31: 907,444,000 SEC FILING
* Portfolios do not reflect changes after reporting
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