HoldingsChannel.com
RPg Family Wealth Advisory LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
AMAZON COM INC 3,175 +21 $6,190
     AMZN3,175+21$6,190
BERKSHIRE HATHAWAY INC COM CLA      $5,432
     BRK.B29,710+1,798$5,432
APPLE INC COM 20,035 -4,702 $5,095
     AAPL20,035-4,702$5,095
MICROSOFT CORP 30,097 -9,517 $4,747
     MSFT30,097-9,517$4,747
NATIONAL GRID PLC SPON ADR NEW 2017 78,893 +78,893 $4,597
     NGG78,893+78,893$4,597
ALPHABET INC CAP STK CL A 3,911 -42 $4,544
     GOOGL3,911-42$4,544
NVIDIA CORP COM 16,462 -8,606 $4,339
     NVDA16,462-8,606$4,339
ARK ETF TR INNOVATION ETF (ARKK) 95,097 -14,634 $4,184
     ARKK95,097-14,634$4,184
DISNEY WALT CO 38,151 +37,624 $3,685
     DIS38,151+37,624$3,685
ATLANTICA YIELD PLC SHS 158,355 +158,355 $3,531
     AY158,355+158,355$3,531
INVESCO EXCHANGE TRADED FD TR DWA HEALTHCARE MOMENTUM ETF (PTH) 39,812 -149 $3,394
     PTH39,812-149$3,394
INVESCO EXCHANGE TRADED SELF INDEXED FD TR BULLETSHARES 2020 CORPORATE BD ETF (BSJK) 133,323 -26,090 $3,066
     BSJK133,323+3,155$3,066
NRG ENERGY INC COM NEW 104,469 -117 $2,848
     NRG104,469-117$2,848
NETFLIX INC COM 7,351 +146 $2,760
     NFLX7,351+146$2,760
J P MORGAN EXCHANGE TRADED FD TR ULTRA SHORT INCOME ETF (JPST) 47,624 +42,764 $2,365
     JPST47,624+42,764$2,365
DBX ETF TR XTRACKERS MSCI USA ESG LEADERS EQUITY ETF (USSG) 98,967 +98,967 $2,352
     USSG98,967+98,967$2,352
ISHARES RUSSELL 2000 GROWTH ETF (IWO) 14,598 +97 $2,309
     IWO14,598+97$2,309
ISHARES TR ESG MSCI USA LEADERS ETF (SUSL) 47,760 +47,760 $2,153
     SUSL47,760+47,760$2,153
BOOZ ALLEN HAMILTON HLDG CORP CL A 30,293 -41,329 $2,079
     BAH30,293-41,329$2,079
PACKAGING CORP AMER COM 23,503 +23,503 $2,041
     PKG23,503+23,503$2,041
SPDR BLMBERG BRCLY CONV SECRT ETF (CWB) 41,846 +9,483 $2,003
     CWB41,846+9,483$2,003
ISHARES TIPS BOND ETF (TIP) 16,003 -10,131 $1,887
     TIP16,003-10,131$1,887
CLOROX CO COM 10,866 +10,866 $1,883
     CLX10,866+10,866$1,883
OLD DOMINION FREIGHT LINE INC COM 14,017 +14,017 $1,840
     ODFL14,017+14,017$1,840
EHEALTH INC COM 12,425 -7,381 $1,750
     EHTH12,425-7,381$1,750
SPDR SER TR BLOMBRG BRC EMRG (EBND) 68,560 -23,335 $1,679
     EBND68,560-23,335$1,679
FLEXSHARES TR DISCIPLINED DURATION MBS INDEX FD (MBSD) 67,652 +1,135 $1,607
     MBSD67,652+1,135$1,607
SPDR BLACKSTONE GSO SENIOR LOAN ETF (SRLN) 39,737 +1,663 $1,590
     SRLN39,737+1,663$1,590
INDEXIQ ETF TR IQ MERGER ARBITRAGE ETF (MNA) 50,119 +1,123 $1,511
     MNA50,119+1,123$1,511
STAMPS.COM INC COM 11,459 -5,950 $1,491
     STMP11,459-5,950$1,491
VERIZON COMMUNICATIONS INC COM 27,322 +613 $1,468
     VZ27,322+613$1,468
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 9,701 +4,188 $1,461
     IWF9,701+4,188$1,461
SPDR GOLD SHARES ETF (GLD) 9,724 -136 $1,440
     GLD9,724-136$1,440
VANECK VECTORS ETF TR INTL HIGH YIELD (IHY) 60,327 -822 $1,282
     IHY60,327-822$1,282
SPDR INDEX SHS FDS S&P EMERGING MKTS (EWX) 37,772 +1,266 $1,251
     EWX37,772+1,266$1,251
DBX ETF TR XTRACKERS MSCI ACWI EX USA ESG LEADERS ETF (ACSG) 55,428 +55,428 $1,215
     ACSG55,428+55,428$1,215
WP CAREY INC COM 20,616 +487 $1,197
     WPC20,616+487$1,197
PRA HEALTH SCIENCES INC COM 13,971 -23 $1,160
     PRAH13,971-23$1,160
ISHARES TR ESG MSCI USA SMALL CAP ETF OPTIMIZED ETF (ESML) 55,184 +55,184 $1,101
     ESML55,184+55,184$1,101
INVESCO EXCHANGE TRADED FD TR VAR RATE PFD (VRP) 46,774 +42,772 $1,004
     VRP46,774+42,772$1,004
ISHARES RUSSELL 2000 VALUE ETF (IWN) 11,001 -906 $902
     IWN11,001-906$902
SELECT SECTOR SPDR TR COMMUNICATION (XLC) 19,889 -747 $880
     XLC19,889-747$880
EXCHANGE TRADED CONCEPTS TRUST EMQQ EM (EMQQ) 27,337 +7,940 $861
     EMQQ27,337+7,940$861
BLACKSTONE MTG TR INC COM CL A 44,606 +961 $831
     BXMT44,606+961$831
ISHARES TR MSCI EMERGING MARKETS ETF (EEM) 20,849 +20,499 $712
     EEM20,849+20,499$712
ISHARES TR CORE S&P 500 ETF (IVV) 2,718 -390 $702
     IVV2,718-390$702
ISHARES TR MSCI EAFE VALUE ETF (EFV) 19,335 +1,188 $690
     EFV19,335+1,188$690
INVESCO EXCHANGE TRADED SELF INDEXED FD TR BULLETSHARES 2020 ETF (PCY)      $619
     Common Stock29,425+29,425$619
ISHARES US TECHNOLOGY ETF (IYW) 2,963 +1 $606
     IYW2,963+1$606
JP MORGAN CHASE ALERIAN ETN 60,906 +28,856 $550
     AMJ60,906+28,856$550

See Full List: All Stocks Held By RPg Family Wealth Advisory LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By RPg Family Wealth Advisory LLC

Size ($ in 1000's)
At 03/31/2020: $128,758
At 12/31/2019: $173,821

RPg Family Wealth Advisory LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from RPg Family Wealth Advisory LLC 13F filings. Link to 13F filings: SEC filings

RPg Family Wealth Advisory LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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