Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
American Portfolios Advisors (CIK 1961150) reported $2.36B across 3,522 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: AAPL ($111.4M, 4.72%), IVV ($54.5M, 2.31%), DFEB ($53.6M, 2.27%), VTV ($44.2M, 1.87%), MSFT ($44.1M, 1.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $111.4M | 4.72% | 806,344 | Added |
| 2 | IVV | ISHARES TR | $54.5M | 2.31% | 152,020 | Added |
| 3 | DFEB | FIRST TR EXCHNG TRADED FD VI | $53.6M | 2.27% | 1.6M | Trimmed |
| 4 | VTV | VANGUARD INDEX FDS | $44.2M | 1.87% | 357,996 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $44.1M | 1.87% | 189,262 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $41.3M | 1.75% | 192,859 | Trimmed |
| 7 | QQQ | INVESCO QQQ TR | $36.2M | 1.53% | 135,407 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $33.6M | 1.42% | 297,305 | Added |
| 9 | SPY | SPDR S&P 500 ETF TR | $33.1M | 1.40% | 92,537 | Trimmed |
| 10 | FDEC | FIRST TR EXCHNG TRADED FD VI | $25.2M | 1.07% | 848,617 | Trimmed |
| 11 | SHV | ISHARES TR | $23.1M | 0.98% | 210,030 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $22.2M | 0.94% | 183,290 | Trimmed |
| 13 | TSLA | TESLA INC | $21.5M | 0.91% | 81,135 | Added |
| 14 | RDVY | FIRST TR EXCHANGE-TRADED FD | $20.9M | 0.89% | 537,481 | Added |
| 15 | VYM | VANGUARD WHITEHALL FDS | $20.7M | 0.88% | 218,488 | Added |
| 16 | TOTL | SSGA ACTIVE ETF TR | $17.8M | 0.76% | 444,134 | Trimmed |
| 17 | DIA | SPDR DOW JONES INDL AVERAGE | $17.7M | 0.75% | 61,689 | Trimmed |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $17.5M | 0.74% | 129,361 | Trimmed |
| 19 | IJR | ISHARES TR | $16.1M | 0.68% | 185,171 | Added |
| 20 | UNH | UNITEDHEALTH GROUP INC | $15.5M | 0.66% | 30,610 | Added |
| 21 | VOO | VANGUARD INDEX FDS | $15.1M | 0.64% | 46,089 | Added |
| 22 | GLD | SPDR GOLD TR | $13.7M | 0.58% | 88,383 | Trimmed |
| 23 | IWF | ISHARES TR | $13.6M | 0.57% | 64,448 | Added |
| 24 | ARKK | ARK ETF TR | $13.1M | 0.56% | 348,421 | Trimmed |
| 25 | SCHD | SCHWAB STRATEGIC TR | $13.3M | 0.56% | 200,008 | Added |
Source: SEC Form 13F filings · as of 2022-09-30