Mga Batayang Estadistika
Posisi Saat Ini 0
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

PagnatoKarp Partners LLC telah mengungkapkan total kepemilikan 0 dalam pengajuan SEC terbaru mereka. Aset-aset utama PagnatoKarp Partners LLC adalah Comcast Corporation (US:CMCSA) , Accenture plc (US:ACN) , Roku, Inc. (US:ROKU) , NONE (US:TMIAX) , and CVS Health Corporation (US:CVS) . Posisi baru PagnatoKarp Partners LLC meliputi: NONE (US:TMIAX) , .

PagnatoKarp Partners LLC - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.00 0.00 -3,067,562.5865
0.00 0.00 -194,010.8188
0.00 0.00 -10.7483
0.00 0.00 -8.5619
0.00 0.00 -8.1156
0.00 0.00 -6.3309
0.00 0.00 -3.9786
0.00 0.00 -3.3619
0.00 0.00 -3.0417
0.00 0.00 -2.7697
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2020-11-05 untuk periode pelaporan 2020-06-30. Investor ini belum mengungkapkan sekuritas yang diperhitungkan dalam bentuk saham, sehingga kolom terkait saham dalam tabel di bawah ini dihilangkan. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
CMCSA / Comcast Corporation 0.00 -100.00 -0.0971
ACN / Accenture plc 0.00 -100.00 -0.1457
ROKU / Roku, Inc. 0.00 0.0000
TMIAX / NONE 0.00 0.0000
CVS / CVS Health Corporation 0.00 -100.00 -0.1671
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 -100.00 -0.1029
GE / General Electric Company 0.00 -100.00 -0.0244
HPQ / HP Inc. 0.00 -100.00 -0.0600
QQQ / Invesco QQQ Trust, Series 1 0.00 -100.00 -0.3163
LH / Labcorp Holdings Inc. 0.00 -100.00 -0.0553
AMLP / ALPS ETF Trust - Alerian MLP ETF 0.00 -100.00 -0.1188
XOM / Exxon Mobil Corporation 0.00 -100.00 -0.1360
NTLA / Intellia Therapeutics, Inc. 0.00 0.0000
ILMN / Illumina, Inc. 0.00 -100.00 -0.1108
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 -100.00 -0.0528
MCRB / Seres Therapeutics, Inc. 0.00 0.0000
TFC / Truist Financial Corporation 0.00 -100.00 -1.5989
UBS AG LONDON BRANCH / FI ENHAN EUR ETN (90274D234) 0.00 0.0000
FIHD / UBS AG London Branch - ZC SP ETN REDEEM 03/03/2026 USD 100 0.00 0.0000
UL / Unilever PLC - Depositary Receipt (Common Stock) 0.00 0.0000
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.00 0.0000
ZG / Zillow Group, Inc. 0.00 0.0000
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 -100.00 -0.0553
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) 0.00 -100.00 -0.0553
IIPR / Innovative Industrial Properties, Inc. 0.00 -100.00 -0.0712
NVTA / Invitae Corporation 0.00 -100.00 -0.0501
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 -100.00 -0.2555
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.00 -100.00 -0.3701
PEP / PepsiCo, Inc. 0.00 -100.00 -0.2637
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 -100.00 -0.4550
AIV / Apartment Investment and Management Company 0.00 -100.00 -0.1235
CGBD / Carlyle Secured Lending, Inc. 0.00 -100.00 -0.2595
JCI / Johnson Controls International plc 0.00 -100.00 -0.0508
CRSP / CRISPR Therapeutics AG 0.00 -100.00 -0.0615
VFINX / Vanguard Index Funds - Vanguard Index Trust 500 Index Fund 0.00 -100.00 -194,010.8188
VLCSX / Vanguard Large-Cap Index Fund 0.00 0.0000
MRK / Merck & Co., Inc. 0.00 -100.00 -0.1193
SPY / SPDR S&P 500 ETF 0.00 -100.00 -10.7483
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF 0.00 -100.00 -0.0498
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.00 -100.00 -0.4707
TDY / Teledyne Technologies Incorporated 0.00 -100.00 -1.5748
ARKK / ARK ETF Trust - ARK Innovation ETF 0.00 -100.00 -6.3309
TSLA / Tesla, Inc. 0.00 -100.00 -0.2281
XLNX / Xilinx, Inc. 0.00 -100.00 -0.1078
COST / Costco Wholesale Corporation 0.00 -100.00 -0.1347
SBUX / Starbucks Corporation 0.00 -100.00 -0.0897
GS / The Goldman Sachs Group, Inc. 0.00 -100.00 -0.0710
UNH / UnitedHealth Group Incorporated 0.00 -100.00 -0.0912
AMZN / Amazon.com, Inc. 0.00 -100.00 -1.3454
HII / Huntington Ingalls Industries, Inc. 0.00 -100.00 -0.0506
MOH / Molina Healthcare, Inc. 0.00 -100.00 -0.0540
ADM / Archer-Daniels-Midland Company 0.00 -100.00 -0.1280
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.00 -100.00 -0.4712
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.00 -100.00 -0.6211
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF 0.00 -100.00 -0.1626
NFLX / Netflix, Inc. 0.00 -100.00 -0.1051
FDX / FedEx Corporation 0.00 -100.00 -0.0640
IBM / International Business Machines Corporation 0.00 -100.00 -0.2757
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 -100.00 -0.0508
META / Meta Platforms, Inc. 0.00 -100.00 -0.7257
MCD / McDonald's Corporation 0.00 -100.00 -0.1826
KO / The Coca-Cola Company 0.00 -100.00 -0.1684
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.00 -100.00 -1.9314
AEP / American Electric Power Company, Inc. 0.00 -100.00 -0.0902
UPS / United Parcel Service, Inc. 0.00 -100.00 -0.1029
ORI / Old Republic International Corporation 0.00 -100.00 -0.1417
GPC / Genuine Parts Company 0.00 -100.00 -0.0857
ASGN / ASGN Incorporated 0.00 -100.00 -0.0879
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 0.00 -100.00 -0.2199
SWKS / Skyworks Solutions, Inc. 0.00 -100.00 -0.2060
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.00 -100.00 -0.6269
SCHW / The Charles Schwab Corporation 0.00 -100.00 -0.0680
FBGX / UBS AG FI Enhanced Large Cap Growth ETN 0.00 -100.00 -0.0837
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF 0.00 -100.00 -1.8928
WTT / Wireless Telecom Group, Inc. 0.00 -100.00 -0.0025
GLW / Corning Incorporated 0.00 -100.00 -0.2075
C.WSA / Citigroup, Inc. 0.00 -100.00 -0.1367
PM / Philip Morris International Inc. 0.00 -100.00 -0.1502
ADP / Automatic Data Processing, Inc. 0.00 -100.00 -0.0914
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 -100.00 -2.6761
GLD / SPDR Gold Trust 0.00 -100.00 -0.3716
HON / Honeywell International Inc. 0.00 -100.00 -0.0521
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.00 -100.00 -3.0417
AAPL / Apple Inc. 0.00 -100.00 -1.9284
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF 0.00 -100.00 -0.1801
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 -100.00 -3.3619
COF / Capital One Financial Corporation 0.00 -100.00 -0.0812
KLAC / KLA Corporation 0.00 -100.00 -0.1098
RIVE / Riverview Financial Corp 0.00 -100.00 -0.0212
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.00 -100.00 -0.8513
V / Visa Inc. 0.00 -100.00 -0.3340
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 -100.00 -8.5619
PFF / iShares Trust - iShares Preferred and Income Securities ETF 0.00 -100.00 -0.7083
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF 0.00 -100.00 -0.0550
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 -100.00 -0.1330
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund 0.00 -100.00 -0.5631
MSFT / Microsoft Corporation 0.00 -100.00 -1.0229
GILD / Gilead Sciences, Inc. 0.00 -100.00 -0.0565
PYPL / PayPal Holdings, Inc. 0.00 -100.00 -0.0819
GSK / GSK plc - Depositary Receipt (Common Stock) 0.00 -100.00 -0.0747
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF 0.00 -100.00 -0.6094
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 -100.00 -2.2982
NVS / Novartis AG - Depositary Receipt (Common Stock) 0.00 -100.00 -0.3815
JPM / JPMorgan Chase & Co. 0.00 -100.00 -0.3589
INTC / Intel Corporation 0.00 -100.00 -0.3208
QCOM / QUALCOMM Incorporated 0.00 -100.00 -0.0959
RDS.B / Shell Plc - ADR 0.00 -100.00 -0.0917
BAC / Bank of America Corporation 0.00 -100.00 -0.6286
NYCB / Flagstar Financial, Inc. 0.00 -100.00 -0.0453
MSA / MSA Safety Incorporated 0.00 -100.00 -0.2695
AMJ / JPMorgan Alerian MLP Index ETN - Corporate Bond/Note 0.00 0.0000
LLY / Eli Lilly and Company 0.00 -100.00 -0.3424
DIS / The Walt Disney Company 0.00 -100.00 -0.0949
SQ / Block, Inc. 0.00 -100.00 -0.1557
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF 0.00 -100.00 -0.3285
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.00 -100.00 -0.0667
ACWI / iShares Trust - iShares MSCI ACWI ETF 0.00 -100.00 -0.0904
JNJ / Johnson & Johnson 0.00 -100.00 -0.4169
DVY / iShares Trust - iShares Select Dividend ETF 0.00 -100.00 -0.5429
T / AT&T Inc. 0.00 -100.00 -0.2401
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.00 -100.00 -0.9402
HD / The Home Depot, Inc. 0.00 -100.00 -0.3006
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 -100.00 -1.7082
CP / Canadian Pacific Kansas City Limited 0.00 -100.00 -0.1332
DCI / Donaldson Company, Inc. 0.00 -100.00 -0.0794
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.00 -100.00 -0.1547
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.00 -100.00 -2.4230
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.00 -100.00 -1.2824
CRM / Salesforce, Inc. 0.00 -100.00 -0.0553
SIGA / SIGA Technologies, Inc. 0.00 -100.00 -0.0120
MO / Altria Group, Inc. 0.00 -100.00 -0.1532
US16941M1099 / China Mobile Ltd. 0.00 -100.00 -0.0548
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.00 -100.00 -2.7697
LMT / Lockheed Martin Corporation 0.00 -100.00 -0.1220
GOOG / Alphabet Inc. 0.00 -100.00 -0.4891
MNSB / MainStreet Bancshares, Inc. 0.00 -100.00 -0.0573
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF 0.00 -100.00 -0.1731
AMGN / Amgen Inc. 0.00 -100.00 -0.1049
LOW / Lowe's Companies, Inc. 0.00 -100.00 -0.0655
HUBS / HubSpot, Inc. 0.00 -100.00 -0.0996
WFC / Wells Fargo & Company 0.00 -100.00 -0.0645
BRK.B / Berkshire Hathaway Inc. 0.00 -100.00 -0.1965
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund 0.00 -100.00 -0.9043
CSCO / Cisco Systems, Inc. 0.00 -100.00 -0.2650
APD / Air Products and Chemicals, Inc. 0.00 -100.00 -0.0864
MUB / iShares Trust - iShares National Muni Bond ETF 0.00 -100.00 -0.0513
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -100.00 -0.1029
ORCL / Oracle Corporation 0.00 -100.00 -0.1293
IDV / iShares Trust - iShares International Select Dividend ETF 0.00 -100.00 -0.0854
IYZ / iShares Trust - iShares U.S. Telecommunications ETF 0.00 -100.00 -0.3549
IWV / iShares Trust - iShares Russell 3000 ETF 0.00 -100.00 -0.0570
CVX / Chevron Corporation 0.00 -100.00 -0.1283
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.00 -100.00 -0.0613
VSIIX / Vanguard Index Funds - Vanguard Small-Cap Value Index Fund Institutional 0.00 -100.00 -3,067,562.5865
PFE / Pfizer Inc. 0.00 -100.00 -0.4627
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 0.00 -100.00 -0.0934
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 0.00 -100.00 -0.1133
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 0.00 -100.00 -0.2182
BX / Blackstone Inc. 0.00 -100.00 -0.0575
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.00 -100.00 -8.1156
PG / The Procter & Gamble Company 0.00 -100.00 -0.1746
BMY / Bristol-Myers Squibb Company 0.00 -100.00 -0.2095
SSYS / Stratasys Ltd. 0.00 -100.00 -0.0620
VZ / Verizon Communications Inc. 0.00 -100.00 -0.3768
AXP / American Express Company 0.00 -100.00 -0.0834
DOW / Dow Inc. 0.00 -100.00 -0.1168
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 0.00 -100.00 -3.9786
GOOGL / Alphabet Inc. 0.00 -100.00 -0.1933