HoldingsChannel.com
Sofos Investments Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR SERIES TRUST SSGA US LRG ETF (LGLV) 56,776 +15,616 $6,484
     LGLV56,776+15,616$6,484
WISDOMTREE TRUST US DIVID EX FNCL ETF (DTN) 62,678 +16,685 $5,798
     DTN62,678+16,685$5,798
SPDR BARCLAYS CAPITAL CONVERTIBLE BOND E (CWB)      $5,685
     CWB99,514+9,522$5,575
     MUTFDETF8,532+8,532$110
ISHARES TRUST USA QUALITY FCTR ETF (QUAL) 50,747 +8,256 $5,125
     QUAL50,747+8,256$5,125
SSGA ACTIVE ETF TR ULT SHT TRM BD ETF (ULST) 103,675 +20,217 $4,188
     ULST103,675+20,217$4,188
SPDR S&P 500 GROWTH ETF (SPYG) 85,207 +33,073 $3,498
     SPYG85,207+33,073$3,498
SHERWIN WILLIAMS CO 4,437 -29 $3,157
     SHW4,437-29$3,157
ISHARES US ETF TRUST SHT MAT BD ETF (NEAR) 57,833 +6,577 $2,906
     NEAR57,833+6,577$2,906
BOOKING HOLDINGS INC 52 -13 $2,116
     BKNG52-13$2,116
ISHARES TRUST 0 5YR HI YL CP ETF (SHYG) 41,116 +10,890 $1,909
     SHYG41,116+10,890$1,909
AMAZON COM INC 55 -4 $1,898
     AMZN55-4$1,898
SPDR S&P 500 TRUST (SPY) 4,903 +2,316 $1,511
     SPY4,903+2,316$1,511
ALPHABET INC 55 -25 $1,346
     GOOGL55-25$1,346
WISDOMTREE TRUST INTRST RATE HDGE ETF (AGZD) 23,854 +2,613 $1,147
     AGZD23,854+2,613$1,147
METTLER TOLEDO INTERNATIONAL 1 -44 $793
     MTD1-44$793
ATRION CORP 4 +1 $752
     ATRI4+1$752
MASTERCARD INC COM 1,365 -243 $623
     MA1,365-243$623
MERCADOLIBRE INC COM 335 -198 $572
     MELI335-198$572
BLACKROCK INC 33 +11 $503
     BLK33+11$503
ISHARES IBOXX HIGH YIELD CORPORATE BON (HYG) 8,260 -1,143 $450
     HYG8,260-1,143$450
JP MORGAN ETF TRUST ULTRA SHRT INC ETF (JPST) 8,884 -304 $448
     JPST8,884-304$448
CREDIT ACCEP CORP MICH 6 +1 $442
     CACC6+1$442
CHEMED CORP NEW 46 +2 $439
     CHE46+2$439
O REILLY AUTOMOTIVE INC 9 -1 $438
     ORLY9-1$438
ROPER INDS INC NEW 320 -72 $434
     ROP320-72$434
LOCKHEED MARTIN CORP 114 -28 $421
     LMT114-28$421
UNITEDHEALTH GROUP 496 -95 $419
     UNH496-95$419
ABSOLUTE SHS TR WBI BBR GBL INME ETF (WBII) 16,414 +16,414 $419
     WBII16,414+16,414$419
TESLA INC COM 2 UNCH $418
     TSLA2UNCH$418
MICROSOFT CORP 2,209 -781 $406
     MSFT2,209-781$406
BOEING CO 232 -15 $399
     BA232-15$399
APPLE INC COM 804 -200 $387
     AAPL804-200$387
TELEFLEX INC 55 +4 $376
     TFX55+4$376
FAIR ISAAC CORP 8 UNCH $375
     FICO8UNCH$375
REGENERON PHARMACEUTICALS 254 -128 $375
     REGN254-128$375
BIO RAD LABS INC 53 +14 $370
     BIO53+14$370
HUMANA INC 68 +56 $367
     HUM68+56$367
NORTHROP GRUMMAN CORP 98 +1 $361
     NOC98+1$361
NETFLIX COM INC 176 -49 $356
     NFLX176-49$356
GRAINGER W W INC 34 +2 $339
     GWW34+2$339
INTUIT 294 +247 $339
     INTU294+247$339
ILLUMINA INC 330 -168 $332
     ILMN330-168$332
ADOBE SYS INC 3 UNCH $330
     ADBE3UNCH$330
ULTA BEAUTY INC 365 -51 $330
     ULTA365-51$330
WELLCARE GROUP INC 61 -48 $330
     WCG61-48$330
THERMO FISHER SCIENTIFIC INC 135 -45 $325
     TMO135-45$325
AMERICAN TOWER 454 -64 $319
     AMT454-64$319
FACEBOOK INC CL A 948 -166 $318
     FB948-166$318
SPDR SERIES TRUST BLOOMBERG BRCLYS ETF (JNK) 2,878 -8,875 $315
     JNK2,878-8,875$315
ISHARES PHLX SOX SEMICONDUCTOR SECTOR IN (SOXX) 417 +115 $312
     SOXX417+115$312

See Full List: All Stocks Held By Sofos Investments Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sofos Investments Inc.

Size ($ in 1000's)
At 12/31/2019: $145,167
At 09/30/2019: $116,170

Sofos Investments Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sofos Investments Inc. 13F filings. Link to 13F filings: SEC filings

Sofos Investments Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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