HoldingsChannel.com
Huber Financial Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
WISDOMTREE TR 960,623 +55,834 $46,561
     DGRW960,623+55,834$46,561
VANGUARD CHARLOTTE FDS (BNDX) 803,814 +108,727 $45,480
     BNDX803,814+108,727$45,480
ISHARES TR (MTUM) 351,649 +23,725 $44,153
     MTUM351,649+23,725$44,153
FIRST TR EXCHANGE TRADED FD (EMLP) 720,109 +25,499 $18,356
     EMLP720,109+25,499$18,356
WISDOMTREE TR 396,458 +34,735 $15,244
     EES396,458+34,735$15,244
VANGUARD TAX MANAGED INTL FD (VEA) 205,713 -3,145 $9,064
     VEA205,713-3,145$9,064
WISDOMTREE TR 110,512 +35,713 $5,774
     AGGY110,512+35,713$5,774
APPLE INC      $4,676
     AAPL15,623-153$4,588
     Call300UNCH$88
SCHWAB STRATEGIC TR 132,882 -6,554 $4,469
     SCHF132,882-6,554$4,469
LITTELFUSE INC 20,596 UNCH $3,940
     LFUS20,596UNCH$3,940
WISDOMTREE TR 125,684 +27,636 $3,808
     DDWM125,684+27,636$3,808
ISHARES TR (VLUE) 40,039 +9,406 $3,593
     VLUE40,039+9,406$3,593
SCHWAB STRATEGIC TR 99,891 +28,586 $2,981
     FNDE99,891+28,586$2,981
MICROSOFT CORP 18,024 +661 $2,842
     MSFT18,024+661$2,842
NUVEEN QUALITY MUNCP INCOME 178,896 UNCH $2,612
     NAD178,896UNCH$2,612
NUVEEN AMT FREE QLTY MUN INC 165,346 +65 $2,378
     NEA165,346+65$2,378
ISHARES TR (INTF) 87,296 +27,434 $2,361
     INTF87,296+27,434$2,361
VANGUARD INDEX FDS (VTI) 13,441 -1,463 $2,199
     VTI13,441-1,463$2,199
SSGA ACTIVE ETF TR (TOTL) 41,395 +6,743 $2,028
     TOTL41,395+6,743$2,028
SCHWAB STRATEGIC TR 48,555 +5,530 $1,954
     FNDA48,555+5,530$1,954
SPDR INDEX SHS FDS (RWO) 35,732 -18,970 $1,841
     RWO35,732-18,970$1,841
ISHARES TR (REET) 65,135 +65,135 $1,799
     REET65,135+65,135$1,799
AON PLC 8,491 -119 $1,769
     AON8,491-119$1,769
NUVEEN MUNICIPAL CREDIT INC 98,453 +8 $1,612
     NZF98,453+8$1,612
VANGUARD INDEX FDS (VNQ) 17,261 -101 $1,602
     VNQ17,261-101$1,602
SCHWAB STRATEGIC TR 20,151 -819 $1,549
     SCHB20,151-819$1,549
SCHWAB STRATEGIC TR 54,896 +8,675 $1,503
     SCHE54,896+8,675$1,503
WISDOMTREE TR 56,111 +28,546 $1,406
     USFR56,111+28,546$1,406
AMGEN INC 5,401 +204 $1,302
     AMGN5,401+204$1,302
ABBVIE INC      $1,264
     ABBV13,778+8$1,220
     Call500+500$44
VANGUARD INTL EQUITY INDEX F (VWO) 27,915 -1,672 $1,241
     VWO27,915-1,672$1,241
DEERE & CO 7,089 UNCH $1,228
     DE7,089UNCH$1,228
PIMCO ETF TR (BOND) 11,371 +2,302 $1,226
     BOND11,371+2,302$1,226
ABBOTT LABS      $1,167
     ABT12,942+3$1,124
     Call500UNCH$43
ELEMENT SOLUTIONS INC 97,375 -2,197 $1,137
     ESI97,375-2,197$1,137
VANGUARD GROUP (VIG) 8,875 -1,515 $1,106
     VIG8,875-1,515$1,106
STEPAN CO 10,278 UNCH $1,053
     SCL10,278UNCH$1,053
SPDR SERIES TRUST (TFI) 20,054 -300 $1,014
     TFI20,054-300$1,014
AT&T INC 25,889 +152 $1,012
     T25,889+152$1,012
ISHARES TR (IAGG) 18,389 -19,167 $1,008
     IAGG18,389-19,167$1,008
VANGUARD INDEX FDS (VBK) 4,897 -126 $973
     VBK4,897-126$973
SCHWAB STRATEGIC TR 17,702 -19,007 $946
     SCHZ17,702-19,007$946
VANGUARD INDEX FDS (VBR) 6,731 -125 $923
     VBR6,731-125$923
WALGREENS BOOTS ALLIANCE INC 14,956 +2,152 $882
     WBA14,956+1,152$882
ISHARES TR (MUB) 7,576 +1,614 $863
     MUB7,576+1,614$863
ISHARES TR (IEFA) 12,656 +74 $826
     IEFA12,656+74$826
SCHWAB STRATEGIC TR 19,022 -563 $812
     FNDX19,022-563$812
PIMCO ETF TR (MINT) 7,908 +7,908 $803
     MINT7,908+7,908$803
BERKSHIRE HATHAWAY INC DEL      $800
     BRK.B3,534UNCH$800
BOX INC 47,470 UNCH $797
     BOX47,470UNCH$797

See Full List: All Stocks Held By Huber Financial Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Huber Financial Advisors LLC

Size ($ in 1000's)
At 12/31/2019: $287,991
At 09/30/2019: $256,137

Huber Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Huber Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings

Huber Financial Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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