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

ParenteBeard Wealth Management, LLC telah mengungkapkan total kepemilikan 0 dalam pengajuan SEC terbaru mereka. Aset-aset utama ParenteBeard Wealth Management, LLC adalah PowerSecure International, Inc (US:POWR) , The Walt Disney Company (US:DIS) , National Penn Bancshares, Inc. (US:NPBC) , Artivion Inc (US:CRY) , and Leapfrog Enterprises Inc (US:LF) .

ParenteBeard Wealth Management, LLC - Nilai Portofolio
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 -12.3556
0.00 0.00 -11.0307
0.00 0.00 -5.6404
0.00 0.00 -4.2244
0.00 0.00 -4.1570
0.00 0.00 -3.8608
0.00 0.00 -3.5270
0.00 0.00 -3.3906
0.00 0.00 -2.9087
0.00 0.00 -1.6491
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2015-01-28 untuk periode pelaporan 2014-12-31. 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
(%)
POWR / PowerSecure International, Inc 0.00 -100.00 0.0000
DIS / The Walt Disney Company 0.00 -100.00 0.0000
NPBC / National Penn Bancshares, Inc. 0.00 -100.00 0.0000
CRY / Artivion Inc 0.00 -100.00 0.0000
LF / Leapfrog Enterprises Inc 0.00 -100.00 0.0000
BMY / Bristol-Myers Squibb Company 0.00 -100.00 -0.2690
SLV / iShares Silver Trust 0.00 -100.00 0.0000
SEAC / SeaChange International, Inc. 0.00 -100.00 0.0000
KMI / Kinder Morgan, Inc. 0.00 -100.00 -11.0307
SPY / SPDR S&P 500 ETF 0.00 -100.00 0.0000
NKE / NIKE, Inc. 0.00 -100.00 0.0000
NFJ Div Int & Prem Strategy Fund / COM SHS (65337H109) 0.00 0.0000
NYRT / New York REIT, Inc. 0.00 -100.00 0.0000
NBTB / NBT Bancorp Inc. 0.00 -100.00 0.0000
LPSN / LivePerson, Inc. 0.00 -100.00 0.0000
FNFG / First Niagara Financial Group, Inc. 0.00 -100.00 0.0000
EEP / Enbridge Energy Partners, L.P. 0.00 0.0000
XCO / EXCO Resources, Inc. 0.00 0.0000
XRAY / DENTSPLY SIRONA Inc. 0.00 0.0000
CUBI / Customers Bancorp, Inc. 0.00 0.0000
HCT / American Realty Capital Healthcare Trust Inc 0.00 -100.00 0.0000
CALD / Callidus Software, Inc. 0.00 -100.00 0.0000
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF 0.00 0.0000
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.00 -100.00 -3.5270
DCP / DCP Midstream LP - Unit 0.00 -100.00 -1.2425
LLY / Eli Lilly and Company 0.00 -100.00 0.0000
CSCO / Cisco Systems, Inc. 0.00 -100.00 0.0000
MCD / McDonald's Corporation 0.00 -100.00 -0.1029
MRK / Merck & Co., Inc. 0.00 -100.00 -0.1590
PNC / The PNC Financial Services Group, Inc. 0.00 -100.00 -0.4326
QCOM / QUALCOMM Incorporated 0.00 -100.00 0.0000
COP / ConocoPhillips 0.00 -100.00 -0.1590
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF 0.00 -100.00 0.0000
MSFT / Microsoft Corporation 0.00 -100.00 -0.3769
KMP / 0.00 -100.00 -0.1836
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 0.00 -100.00 0.0000
XOM / Exxon Mobil Corporation 0.00 -100.00 -1.1630
US1182301010 / Buckeye Partners, L.P. 0.00 -100.00 -0.3330
PFE / Pfizer Inc. 0.00 -100.00 -0.3112
CVY / Invesco Exchange-Traded Fund Trust - Invesco Zacks Multi-Asset Income ETF 0.00 -100.00 0.0000
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF 0.00 -100.00 0.0000
XPFNX / PIMCO Income Strategy Fund II 0.00 -100.00 0.0000
BRK.B / Berkshire Hathaway Inc. 0.00 -100.00 -0.1226
TXN / Texas Instruments Incorporated 0.00 -100.00 -0.1820
JPM / JPMorgan Chase & Co. 0.00 -100.00 -0.1937
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.00 -100.00 -0.5070
C.WSA / Citigroup, Inc. 0.00 -100.00 -0.3476
IWN / iShares Trust - iShares Russell 2000 Value ETF 0.00 -100.00 -0.0883
PAA / Plains All American Pipeline, L.P. - Limited Partnership 0.00 -100.00 -0.2619
CHY / Calamos Convertible and High Income Fund 0.00 -100.00 -1.1718
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.00 -100.00 -0.1251
CHI / Calamos Convertible Opportunities and Income Fund 0.00 -100.00 -0.2259
SUSQ / Susquehanna Bancshares Inc 0.00 -100.00 -0.0561
SF / Stifel Financial Corp. 0.00 -100.00 -0.2347
CSQ / Calamos Strategic Total Return Fund 0.00 -100.00 -2.9087
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.00 -100.00 -0.2301
MPA / BlackRock MuniYield Pennsylvania Quality Fund 0.00 -100.00 -0.2209
WFC / Wells Fargo & Company 0.00 -100.00 -0.1527
PM / Philip Morris International Inc. 0.00 -100.00 -0.7292
APU / AmeriGas Partners, L.P. 0.00 -100.00 -3.8608
RTX / RTX Corporation 0.00 -100.00 -0.4844
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF 0.00 -100.00 -0.5740
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 -100.00 -0.3355
GE / General Electric Company 0.00 -100.00 -0.6915
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.00 -100.00 -0.3271
CMCSA / Comcast Corporation 0.00 -100.00 -0.2159
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0.00 -100.00 -0.1217
DHR / Danaher Corporation 0.00 -100.00 -0.9078
PPG / PPG Industries, Inc. 0.00 -100.00 -0.1975
VZ / Verizon Communications Inc. 0.00 -100.00 -0.2150
CB / Chubb Limited 0.00 -100.00 -0.0866
CVX / Chevron Corporation 0.00 -100.00 -0.6539
AMP / Ameriprise Financial, Inc. 0.00 -100.00 -0.1083
VER / VEREIT Inc 0.00 -100.00 -12.3556
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 -100.00 -0.1548
MTB / M&T Bank Corporation 0.00 -100.00 -0.4133
MO / Altria Group, Inc. 0.00 -100.00 -4.1570
ORCL / Oracle Corporation 0.00 -100.00 -0.1878
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.00 -100.00 -3.3906
GLD / SPDR Gold Trust 0.00 -100.00 -0.2246
KMB / Kimberly-Clark Corporation 0.00 -100.00 -0.1205
MWE / MarkWest Energy Partners, LP 0.00 -100.00 -5.6404
JNJ / Johnson & Johnson 0.00 -100.00 -1.2734
PKO / Pimco Income Opportunity Fund 0.00 -100.00 -0.3033
UPS / United Parcel Service, Inc. 0.00 -100.00 -0.0975
19041P105 / CBS Corp. 0.00 -100.00 -0.1427
NEE / NextEra Energy, Inc. 0.00 -100.00 -0.1180
T / AT&T Inc. 0.00 -100.00 -0.7576
KO / The Coca-Cola Company 0.00 -100.00 -0.2305
AEP / American Electric Power Company, Inc. 0.00 -100.00 -0.2067
NSC / Norfolk Southern Corporation 0.00 -100.00 -0.1326
PEP / PepsiCo, Inc. 0.00 -100.00 -1.5478
AMLP / ALPS ETF Trust - Alerian MLP ETF 0.00 -100.00 -4.2244
AAPL / Apple Inc. 0.00 -100.00 -1.4780
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF 0.00 -100.00 -0.1083
GPC / Genuine Parts Company 0.00 -100.00 -0.2719
HQH / Abrdn Healthcare Investors 0.00 -100.00 -0.2104
AFL / Aflac Incorporated 0.00 -100.00 -0.1079
VDE / Vanguard World Fund - Vanguard Energy ETF 0.00 -100.00 -0.1351
MCY / Mercury General Corporation 0.00 -100.00 -0.1535
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 -100.00 -0.5451
SYK / Stryker Corporation 0.00 -100.00 -0.1795
TWC / Spectrum Management Holding Company LLC 0.00 -100.00 -0.1205
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0.00 -100.00 -0.1493
FMO / Fiduciary/Claymore Energy Infrastructure Fund 0.00 -100.00 -0.6070
IBM / International Business Machines Corporation 0.00 -100.00 -0.4401
EEQ / Enbridge Energy Management LLC. 0.00 -100.00 -0.6614
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 -100.00 -0.6116
MMP / Magellan Midstream Partners L.P. 0.00 -100.00 -1.1270
LINE / Lineage, Inc. 0.00 -100.00 -0.1146
SLB / Schlumberger Limited 0.00 -100.00 -0.1615
BP / BP p.l.c. - Depositary Receipt (Common Stock) 0.00 -100.00 -0.1301
O / Realty Income Corporation 0.00 -100.00 -0.2828
EOS / Eaton Vance Enhanced Equity Income Fund II 0.00 -100.00 -0.0929
WMT / Walmart Inc. 0.00 -100.00 -0.1104
AXP / American Express Company 0.00 -100.00 -0.3276
DOW / Dow Inc. 0.00 -100.00 -0.1824
PG / The Procter & Gamble Company 0.00 -100.00 -1.6491