In This Article:
Morristown, NJ, based Investment company Regentatlantic Capital Llc (Current Portfolio) buys iShares Core U.S. Aggregate Bond ETF, Tesla Inc, Costco Wholesale Corp, Vanguard Intermediate-Term Government Bond ETF, Ford Motor Co, sells iShares Core MSCI Emerging Markets ETF, Golub Capital BDC Inc, Dollar Tree Inc, Domino's Pizza Inc, Zoom Video Communications Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Regentatlantic Capital Llc. As of 2021Q4, Regentatlantic Capital Llc owns 683 stocks with a total value of $3.6 billion. These are the details of the buys and sells.
-
New Purchases: STX, AAP, VCSH, NXPI, BBY, BAH, FLT, SUN, HWM, IR, FOXA, UBER, ACES, FIDU, IWV, LIT, LQD, MGK, OEF, ONEQ, SCHK, SLV, USMV, VV, XLG, XLV, LUV, CTRA, LUMN, IT, KNX, LEG, LYV, NJR, NI, PENN, NTR, SPG, TER, GL, WST, XLNX, ZBRA, EOS, COWN, EVR, WU, LULU, WKHS, DIDI,
-
Added Positions: SCHF, AGG, TSLA, IJH, SPYV, VOO, NVDA, AAPL, COST, VGIT, F, MMC, DTD, IJR, VTIP, NEE, GOOGL, ICE, INTU, SCHC, AMD, AMZN, HD, PG, PEG, FTNT, NOW, GOOG, BSV, EMXC, VEA, VWO, ABT, ADBE, ADI, AMAT, ATO, ADSK, BSX, CMS, CVS, CCL, SCHW, CVX, COP, DVN, DXCM, EW, LLY, EL, FCX, MTCH, ISRG, JPM, MCD, MRK, NVR, NFLX, ORLY, OMC, PEP, BKNG, QCOM, ROK, SIVB, SIRI, SBUX, SYK, TXN, RTX, VRTX, WM, WEC, MA, BR, AWK, AVGO, LYB, GM, ZTS, NWSA, AAL, ETSY, LW, AMCR, EEM, ESGD, ESGE, RSP, SCHP, TLT, VGT, VTI, CB, AES, PLD, ASML, APD, ALGN, MO, HES, AEE, AEP, AXP, AIG, IEP, ABC, AME, APH, ANSS, AON, APA, ARCC, AJG, AZN, ADP, TFC, BCE, BDX, BLK, BRO, BF.B, CBRE, VIAC, CSX, CDNS, CNI, CNQ, CP, KMX, CAT, CE, CERN, CHD, CLX, CL, STZ, CPRT, DTE, D, DOV, EOG, EMR, XOM, FAST, GIS, GPC, GILD, GPN, HAL, THG, WELL, HSY, KLAC, KIM, LKQ, LNC, MTB, MRO, SPGI, MCK, MTD, MPWR, MCO, MSI, VTRS, NTAP, NSC, ES, NVO, OXY, PNC, PH, PXD, LIN, RSG, ROP, SAP, POOL, CRM, SLB, SRE, SHW, SONY, SO, SWK, STE, SNPS, TROW, TJX, TSM, TDY, TFX, TYL, UAL, UPS, VFC, VMC, WRB, WSO, WFC, WMB, XEL, YUM, TDG, VMW, PM, AGNC, VRSK, GNRC, FRC, KMI, HCA, FBHS, APTV, PANW, ABBV, NCLH, IQV, HLT, PAYC, CFG, CZR, KEYS, BKI, AREC, SQ, UA, FTV, TWLO, SNAP, ZS, CDAY, YETI, PINS, ALC, MRVI, OWL, AMLP, ARKK, DLN, EFA, ESGV, EZU, ICLN, IEFA, IVE, IVW, IWF, IYW, QUAL, SCHV, SDY, SPDW, VCIT, VEU, VHT, VO, VTWO, VYM, XLC, XLF,
-
Reduced Positions: IEMG, GBDC, VUG, PYPL, DLTR, DPZ, ZM, MRNA, T, CMCSA, MDT, DIS, VNQ, BA, BMY, IBM, LMT, ORCL, WMT, LDOS, V, TWTR, WRBY, FNDX, SPY, MMM, ALL, DOX, AMGN, ADM, BIIB, CACI, GIB, COF, FIS, CI, C, CTSH, ED, CMI, ETR, EXC, FDX, GE, LHX, HON, ILMN, INTC, SJM, MET, MU, MS, NDAQ, NEM, PCAR, PFE, ROST, SYY, TGT, TSCO, TSN, VZ, ANTM, WY, EBAY, DAL, DFS, CHTR, DOW, BND, DVY, PXF, AOS, AGCO, AFL, A, AKAM, AMT, AMP, NLY, ARW, AZO, AVY, BK, BAX, BIO, BAM, CNC, CME, CIEN, CINF, CTAS, CMA, GLW, CCI, DHI, DE, DB, DD, DUK, EMN, ETN, ECL, EA, ENTG, EFX, EQIX, FITB, FE, FISV, MNST, HIG, HPQ, HUM, HBAN, INFO, IFF, IP, IPG, JBL, JNPR, KMB, KR, LRCX, LEN, MDU, MGA, MAN, MKL, MAR, MCHP, TAP, NRG, NVS, NUAN, NUE, ON, ORI, OTEX, OSK, PPL, PAYX, PHG, PPC, PNW, PGR, PHM, PWR, O, RS, RMD, RHI, RCL, RDS.A, SGEN, TRV, STLD, TEVA, TXT, TM, UTHR, UHS, VLO, WPC, GWW, WBA, EVRG, WDC, WLK, WHR, WTM, WSM, WTW, L, ET, VG, FSLR, TMUS, BX, MSCI, DG, SSNC, STAG, MPC, HZNP, ZNGA, CONE, VOYA, SAIC, CNHI, ESBA, ALLY, BABA, WMS, QRVO, GDDY, SHOP, TRU, KHC, HPE, CRON, GRWG, YUMC, BKR, LYFT, CLVT, DDOG, CARR, OTIS, PLTR, CCCC, CNXC, OGN, DTM, KD, BNDX, FNDA, GLD, IJS, IVV, IYR, MINT, PRF, QQQ, SCHD, SCHG, SPEM, VONV, VTV, VXUS,
-
Sold Out: BXMT, DOC, VXF, VGSH, USO, SPSB, FBND, EWJ, DELL, EVBG, TLRY, TLRY, QSR, AEO, CBOE, ULTA, VTR, TTE, GSK, FHN, BIDU, ATHX, SLVM, NOV,