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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 2020-08-13)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
VANGUARD WORLD FD    (MEGA CAP INDEX) MGC 33,117,000 302,549 3.21%
ISHARES TR    (CORE S&P500 ETF) IVV 28,165,000 90,947 2.73%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 27,201,000 701,249 2.64%
ISHARES TR    (IBOXX INV CP ETF) LQD 25,553,000 189,985 2.48%
VANGUARD INDEX FDS    (MID CAP ETF) VO 21,818,000 133,098 2.11%
ISHARES TR    (CORE US AGGBD ET) AGG 21,273,000 179,955 2.06%
APPLE INC    (COM) AAPL 19,559,000 53,615 1.89%
ISHARES TR    (CORE S&P SCP ETF) IJR 16,607,000 243,185 1.61%
ISHARES TR    (SH TR CRPORT ETF) CSJ 16,598,000 303,386 1.61%
ISHARES TR    (USA QUALITY FCTR) QUAL 14,872,000 155,049 1.44%
ISHARES TR    (MIN VOL USA ETF) USMV 14,780,000 243,770 1.43%
JP MORGAN EXCHANGE TRADED FD    (ULTRA SHRT INC) 14,309,000 282,057 1.38%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 13,787,000 238,815 1.33%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 13,185,000 141,485 1.28%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 13,091,000 64,774 1.27%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 12,432,000 313,863 1.20%
ISHARES TR    (US TREAS BD ETF) GOVT 12,335,000 440,698 1.19%
ISHARES TR    (0-5YR HI YL CP) SHYG 11,010,000 256,694 1.06%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 10,081,000 121,277 0.97%
AMAZON COM INC    (COM) AMZN 10,005,000 4,046 0.97%
ISHARES TR    (ESG MSCI USA ETF) 9,943,000 142,063 0.96%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 9,915,000 63,326 0.96%
VANGUARD INDEX FDS    (VALUE ETF) VTV 9,477,000 95,147 0.92%
ISHARES INC    (CORE MSCI EMKT) IEMG 9,429,000 198,078 0.91%
ISHARES TR    (1 3 YR TREAS BD) SHY 9,030,000 104,265 0.87%
ISHARES TR    (20 YR TR BD ETF) TLT 8,811,000 53,749 0.85%
MICROSOFT CORP    (COM) MSFT 8,614,000 42,325 0.83%
ISHARES TR    (U.S. MED DVC ETF) IHI 7,969,000 30,097 0.77%
SPDR    (S&P 500 ETF TR TR UNIT) SPY 7,937,000 25,625 0.77%
ISHARES TR    (NASDAQ BIOTECH) IBB 7,806,000 57,110 0.75%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 7,420,000 136,480 0.72%
ISHARES TR    (EAFE GRWTH ETF) EFG 7,333,000 88,236 0.71%
VANGUARD BD INDEX FD INC    (LONG TERM BOND) BLV 6,677,000 59,799 0.64%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 6,599,000 72,353 0.64%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 6,562,000 74,287 0.63%
ISHARES TR    (CORE S&P MCP ETF) IJH 6,055,000 34,051 0.58%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 5,511,000 83,418 0.53%
ISHARES TR    (CORE DIV GRWTH) DGRO 5,443,000 144,756 0.52%
MASTERCARD INCORPORATED    (CL A) MA 5,441,000 18,401 0.52%
JOHNSON & JOHNSON    (COM) JNJ 5,403,000 38,416 0.52%
FACEBOOK INC    (CL A) FB 5,328,000 23,463 0.51%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 5,196,000 29,109 0.50%
PROCTER AND GAMBLE CO    (COM) PG 5,100,000 42,657 0.49%
VISA INC    (COM CL A) V 5,051,000 26,148 0.49%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 4,838,000 96,739 0.46%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 4,803,000 21,677 0.46%
ISHARES INC    (ESG MSCI EM ETF) 4,721,000 147,178 0.45%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 4,660,000 67,825 0.45%
ISHARES TR    (CORE MSCI EAFE) IEFA 4,610,000 80,656 0.44%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 4,602,000 31,578 0.44%
ALPHABET INC    (CAP STK CL A) GOOGL 4,590,000 3,237 0.44%
ISHARES TR    (FLTG RATE NT ETF) FLOT 4,525,000 89,452 0.43%
SPDR SERIES TRUST    (AEROSPACE DEF) XAR 4,522,000 51,563 0.43%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 4,327,000 41,411 0.42%
ISHARES TR    (EDGE MSCI USA VL) VLUE 4,225,000 58,453 0.41%
ISHARES TR    (CORE INTL AGGR) 4,175,000 74,979 0.40%
VANGUARD GROUP    (DIV APP ETF) VIG 4,095,000 34,772 0.39%
SPDR SERIES TRUST    (BLOMBERG BRC INT) BWZ 4,056,000 132,929 0.39%
ISHARES TR    (USA MOMENTUM FCT) 4,054,000 30,944 0.39%
ISHARES TR    (CORE S&P TTL STK) ISI 3,976,000 57,251 0.38%
ISHARES TR    (MSCI AC ASIA ETF) 3,849,000 55,642 0.37%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 3,564,000 29,242 0.34%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 3,487,000 9,618 0.33%
VANGUARD STAR FD    (VG TL INTL STK F) VXUS 3,451,000 70,181 0.33%
AT&T INC    (COM) T 3,315,000 109,674 0.32%
HOME DEPOT INC    (COM) HD 3,238,000 12,927 0.31%
ISHARES TR    (CORE MSCI TOTAL) IXUS 3,222,000 59,105 0.31%
COCA COLA CO    (COM) KO 3,191,000 70,794 0.30%
VERIZON COMMUNICATIONS INC    (COM) VZ 3,187,000 57,811 0.30%
PEPSICO INC    (COM) PEP 3,101,000 23,446 0.30%
ADOBE INC    (COM) ADBE 3,043,000 6,990 0.29%
ISHARES INC    (EM HGHYL BD ETF) EMHY 3,010,000 69,975 0.29%
EXXON MOBIL CORP    (COM) XOM 2,986,000 66,761 0.28%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 2,984,000 13,897 0.28%
ISHARES TR    (CORE S&P US GWT) IWZ 2,971,000 41,334 0.28%
ISHARES TR    (0-5YR INVT GR CP) SLQD 2,958,000 56,752 0.28%
WISDOMTREE TR    (US MIDCAP DIVID) DON 2,946,000 103,947 0.28%
ISHARES TR    (GLOBAL TECH ETF) IXN 2,918,000 12,389 0.28%
BRISTOL MYERS SQUIBB CO    (COM) BMY 2,898,000 49,280 0.28%
ISHARES TR    (S&P US PFD STK) PFF 2,878,000 83,089 0.27%
DISNEY WALT CO    (COM DISNEY) DIS 2,801,000 25,118 0.27%
VANGUARD WORLD FD    (S HEALTH CAR ETF) VHT 2,796,000 14,514 0.27%
ALPHABET INC    (CAP STK CL C) GOOG 2,768,000 1,958 0.26%
INTEL CORP    (COM) INTC 2,742,000 45,833 0.26%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 2,729,000 34,743 0.26%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 2,682,000 88,274 0.26%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 2,651,000 48,385 0.25%
FIDELITY    (MSCI HLTH CARE I) FHLC 2,602,000 52,276 0.25%
ISHARES TR    (CONV BD ETF) 2,600,000 36,636 0.25%
WALMART INC    (COM) WMT 2,471,000 20,630 0.23%
STRYKER CORP    (COM) SYK 2,434,000 13,466 0.23%
FIRST TR EXCHANGE TRADED FD    (FIRST TR ENH NEW) FTSM 2,411,000 40,160 0.23%
ISHARES TR    (NATIONAL MUN ETF) MUB 2,340,000 20,277 0.22%
PFIZER INC    (COM) PFE 2,263,000 69,190 0.21%
ISHARES TR    (RUS MD CP GR ETF) IWP 2,248,000 14,216 0.21%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 2,197,000 21,592 0.21%
VANGUARD WORLD FD    (S INF TECH ETF) VGT 2,197,000 7,883 0.21%
ISHARES INC    (MSCI EM ASIA ETF) EEMA 2,195,000 32,881 0.21%
MCDONALDS CORP    (COM) MCD 2,186,000 11,848 0.21%
JPMORGAN CHASE & CO    (COM) JPM 2,168,000 23,051 0.21%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 2,160,000 21,276 0.20%
MERCK & CO INC    (COM) MRK 2,078,000 26,664 0.20%
VERISK ANALYTICS INC    (COM) VRSK 2,064,000 12,128 0.20%
MSCI INC    (COM) MXB 2,034,000 6,093 0.19%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 2,026,000 24,514 0.19%
UNITEDHEALTH GROUP INC    (COM) UNH 2,024,000 6,862 0.19%
CHEVRON CORP NEW    (COM) CVX 2,018,000 22,614 0.19%
SPDR GOLD TRUST    (GOLD SHS) GLD 1,938,000 11,581 0.18%
SOUTHERN CO    (COM) SO 1,916,000 36,957 0.18%
COSTCO WHSL CORP NEW    (COM) COST 1,858,000 6,127 0.18%
ISHARES TR    (RUS MID CAP ETF) IWR 1,813,000 33,818 0.17%
CROWN CASTLE INTL CORP NEW    (COM) CCI 1,797,000 10,737 0.17%
FIRST TR EXCHANGE TRADED FD    (CLOUD COMPUTING) SKYY 1,773,000 23,801 0.17%
ISHARES TR    (U.S. FIN SVC ETF) IYG 1,757,000 14,718 0.17%
GILEAD SCIENCES INC    (COM) GILD 1,739,000 22,601 0.16%
NEXTERA ENERGY INC    (COM) NEE 1,714,000 7,137 0.16%
NVIDIA CORP    (COM) NVDA 1,708,000 4,496 0.16%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 1,663,000 7,710 0.16%
AMERICAN EXPRESS CO    (COM) AXP 1,610,000 16,907 0.15%
ETF MANAGERS TR    (PRIME CYBR SCRTY) 1,593,000 35,824 0.15%
FIRST TR LRG CP GRWTH ALPHAD    (COM SHS) FTC 1,580,000 20,620 0.15%
L3HARRIS TECHNOLOGIES INC    (COM) 1,573,000 9,268 0.15%
FIRST TR EXCHANGE TRADED FD    (FST LOW OPPT EFT) LMBS 1,563,000 30,241 0.15%
ISHARES TR    (SELECT DIVID ETF) DVY 1,545,000 19,139 0.15%
ISHARES TR    (CORE S&P US VLU) IWW 1,539,000 29,462 0.14%
ABBVIE INC    (COM) ABBV 1,516,000 15,444 0.14%
SPDR SER TR    (BLOOMBERG SRT TR) SJNK 1,510,000 59,920 0.14%
ISHARES TR    (IBOXX HI YD ETF) HYG 1,464,000 17,935 0.14%
SHOPIFY INC    (CL A) 1,447,000 1,524 0.14%
DUKE ENERGY CORP NEW    (COM NEW) DUK 1,446,000 18,097 0.14%
ISHARES INC    (JP MRG EM CRP BD) CEMB 1,403,000 27,715 0.13%
COLGATE PALMOLIVE CO    (COM) CL 1,403,000 19,145 0.13%
ISHARES TR    (RUS 1000 GRW ETF) IWF 1,380,000 7,190 0.13%
EXCHANGE TRADED CONCEPTS TR    (EMQQ EM INTERN) EMQQ 1,376,000 29,458 0.13%
CLOROX CO DEL    (COM) CLX 1,376,000 6,274 0.13%
GENERAL DYNAMICS CORP    (COM) GD 1,364,000 9,123 0.13%
LOCKHEED MARTIN CORP    (COM) LMT 1,363,000 3,735 0.13%
NETFLIX INC    (COM) NFLX 1,349,000 2,965 0.13%
3M CO    (COM) MMM 1,326,000 8,499 0.12%
CISCO SYS INC    (COM) CSCO 1,325,000 28,406 0.12%
BOEING CO    (COM) BA 1,282,000 6,995 0.12%
ABERDEEN STD PALLADIUM ETF T    (PHYSCL PALLADM) 1,234,000 6,749 0.11%
ISHARES TR    (MBS ETF) MBB 1,225,000 11,062 0.11%
SSGA ACTIVE ETF TR    (BLKSTN GSOSRLN) SRLN 1,225,000 28,248 0.11%
ISHARES TR    (LNG TR CRPRT BD) CLY 1,223,000 17,459 0.11%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 1,179,000 9,230 0.11%
ISHARES TR    (S&P 500 VAL ETF) IVE 1,178,000 10,882 0.11%
SERVICENOW INC    (COM) NOW 1,172,000 2,893 0.11%
LAUDER ESTEE COS INC    (CL A) EL 1,163,000 6,163 0.11%
ISHARES TR    (EXPND TEC SC ETF) IGM 1,157,000 4,146 0.11%
LILLY ELI & CO    (COM) LLY 1,148,000 6,993 0.11%
ABBOTT LABS    (COM) ABT 1,148,000 12,551 0.11%
COMCAST CORP NEW    (CL A) CMCSA 1,137,000 29,003 0.11%
SPDR SERIES TRUST    (PRTFLO S&P500 GW) ELG 1,110,000 24,719 0.10%
FISERV INC    (COM) FISV 1,107,000 11,345 0.10%
ILLUMINA INC    (COM) ILMN 1,100,000 2,971 0.10%
ISHARES TR    (INTL QLTY FACTOR) 1,069,000 36,359 0.10%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 1,060,000 8,929 0.10%
SPDR SERIES TRUST    (PORTFOLIO INTRMD) ITR 1,054,000 28,844 0.10%
INVESCO EXCHNG TRADED FD TR    (PFD ETF) 1,044,000 73,950 0.10%
BOOKING HLDGS INC    (COM) 1,037,000 651 0.10%
ZOETIS INC    (CL A) ZTS 1,033,000 7,541 0.10%
CARRIER GLOBAL CORPORATION    (COM) 1,007,000 45,239 0.09%
MERCADOLIBRE INC    (COM) MELI 1,006,000 1,021 0.09%
CHECK POINT SOFTWARE TECH LT    (ORD) CHKP 1,003,000 9,334 0.09%
LOWES COS INC    (COM) LOW 987,000 7,304 0.09%
INDEXIQ ETF TR    (IQ MRGR ARB ETF) MNA 979,000 31,035 0.09%
WEST PHARMACEUTICAL SVSC INC    (COM) WST 977,000 4,302 0.09%
PHILIP MORRIS INTL INC    (COM) PM 974,000 13,677 0.09%
FLEXSHARES TR    (MORNSTAR USMKT) TILT 974,000 8,581 0.09%
UNION PAC CORP    (COM) UNP 970,000 5,735 0.09%
TESLA INC    (COM) TSLA 966,000 895 0.09%
ISHARES TR    (S&P 500 GRWT ETF) IVW 964,000 4,647 0.09%
ISHARES TR    (TIPS BD ETF) TIP 955,000 7,762 0.09%
PROLOGIS INC    (COM) PLD 942,000 10,093 0.09%
SPDR SER TR    (BLOMBERG BRC INV) FLRN 937,000 30,736 0.09%
ALTRIA GROUP INC    (COM) MO 932,000 23,287 0.09%
CVS HEALTH CORP    (COM) CVS 927,000 14,275 0.09%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 917,000 27,417 0.08%
FIRST TR EXCHANGE TRADED FD    (FIRST TR TA HIYL) HYLS 914,000 19,933 0.08%
ISHARES TR    (JPMORGAN USD EMG) EMB 908,000 8,313 0.08%
XCEL ENERGY INC    (COM) XEL 905,000 14,386 0.08%
DANAHER CORP DEL    (COM) DHR 903,000 5,100 0.08%
AGF INVESTMENTS TRUST AGFIQ    (US MK ANTI) 901,000 37,006 0.08%
VANGUARD WORLD FD    (S CONSUM STP ETF) VDC 899,000 6,013 0.08%
CATERPILLAR INC DEL    (COM) CAT 893,000 7,060 0.08%
BLACKROCK INCOME TR INC    (COM) BKT 889,000 144,094 0.08%
FIRST TR MORNINGSTAR DIV LEA    (SHS) FDL 885,000 34,870 0.08%
BARCLAYS BK PLC    (DJUBS CMDT ETN36) DJP 882,000 50,148 0.08%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 881,000 5,379 0.08%
INVESCO EXCHNG TRADED FD TR    (CEF INM COMPSI) 880,000 44,311 0.08%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADR) TSM 878,000 15,356 0.08%
GENERAL MLS INC    (COM) GIS 874,000 14,169 0.08%
BLACKSTONE GROUP INC    (COM CL A) 865,000 15,259 0.08%
OTIS WORLDWIDE CORP    (COM) 850,000 14,945 0.08%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 847,000 13,622 0.08%
FIRST TR EXCH TRD ALPHA FD I    (EMERG MKT ALPH) FEM 845,000 40,267 0.08%
ISHARES TR    (CORE HIGH DV ETF) HDV 833,000 10,264 0.08%
DOMINION ENERGY INC    (COM) D 830,000 10,219 0.08%
INVESCO EXCHNG TRADED FD TR    (KBW PPTY CASUT) 828,000 14,763 0.08%
1 2 3 4 5 6 7 8 9 10 11 Next >Full Portfolio View
Total Value As 2020-06-30: 1,029,957,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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George Soros

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