OneDigital Investment Advisors LLC Q4 2019 Filing

Filed February 7, 2020

Portfolio Value

$1.3T

Holdings

560

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (560 positions)

#StockSharesValue% PortfolioType
101
CSCOCISCO SYS INC
117,887$2.8B0.22%Call
102
PFEPFIZER INC
70,917$2.8B0.22%
103
CVXCHEVRON CORP NEW
22,857$2.8B0.22%
104
PEYINVESCO EXCHANGE TRADED FD T
144,909$2.8B0.22%
105
PAYSPAYSIGN INC
268,437$2.7B0.21%Call
106
SPMDSPDR SERIES TRUST
75,115$2.7B0.21%
107
MDYSPDR S&P MIDCAP 400 ETF TR
7,057$2.6B0.21%
108
HYMBSPDR SERIES TRUST
44,271$2.6B0.21%
109
ABBVABBVIE INC
28,461$2.5B0.20%
110
CAGCONAGRA BRANDS INC
71,566$2.5B0.19%
111
KOCOCA COLA CO
44,144$2.4B0.19%
112
SHVISHARES TR
21,905$2.4B0.19%
113
GDXJVANECK VECTORS ETF TRUST
55,731$2.4B0.19%
114
LDSFFIRST TR EXCHNG TRADED FD VI
114,820$2.4B0.19%
115
CICIGNA CORP NEW
11,301$2.3B0.18%
116
LWLAMB WESTON HLDGS INC
26,774$2.3B0.18%
117
VYMVANGUARD WHITEHALL FDS INC
24,233$2.3B0.18%
118
NEARISHARES US ETF TR
44,709$2.2B0.18%
119
FALNISHARES TR
82,352$2.2B0.18%
120
VBVANGUARD INDEX FDS
13,445$2.2B0.18%
121
SCHPSCHWAB STRATEGIC TR
38,942$2.2B0.17%
122
VWOVANGUARD INTL EQUITY INDEX F
46,994$2.1B0.16%
123
PGPROCTER & GAMBLE CO
16,651$2.1B0.16%
124
NEENEXTERA ENERGY INC
8,377$2.0B0.16%
125
LMTLOCKHEED MARTIN CORP
5,161$2.0B0.16%
126
BACBANK AMER CORP
57,909$2.0B0.16%Call
127
USBUS BANCORP DEL
33,826$2.0B0.16%
128
VUGVANGUARD INDEX FDS
10,589$1.9B0.15%
129
NACNUVEEN CA QUALTY MUN INCOME
128,291$1.9B0.15%
130
IVEISHARES TR
14,610$1.9B0.15%
131
SPTMSPDR SERIES TRUST
46,714$1.9B0.15%
132
EEMVISHARES INC
31,685$1.9B0.15%
133
TSLATESLA INC
73,244$1.8B0.15%Call
134
ORLYO REILLY AUTOMOTIVE INC NEW
4,191$1.8B0.14%
135
UNHUNITEDHEALTH GROUP INC
6,190$1.8B0.14%
136
BNDVANGUARD BD INDEX FD INC
21,300$1.8B0.14%
137
AMDADVANCED MICRO DEVICES INC
78,033$1.8B0.14%Call
138
NVDANVIDIA CORP
7,687$1.8B0.14%Call
139
WKWORKIVA INC
41,602$1.7B0.14%
140
SHAGWISDOMTREE TR
34,079$1.7B0.14%
141
RFEMFIRST TR EXCH TRADED FD III
26,365$1.7B0.13%
142
JHMDJOHN HANCOCK ETF TRUST
57,671$1.7B0.13%
143
VVISA INC
9,077$1.7B0.13%
144
EFAISHARES TR
24,500$1.7B0.13%
145
ISTBISHARES TR
33,158$1.7B0.13%
146
CVSCVS HEALTH CORP
22,324$1.7B0.13%
147
QQEWFIRST TR NAS100 EQ WEIGHTED
22,433$1.7B0.13%
148
SFNCSIMMONS 1ST NATL CORP
61,378$1.6B0.13%
149
SPLVINVESCO EXCHNG TRADED FD TR
27,143$1.6B0.12%
150
JHMMJOHN HANCOCK ETF TRUST
40,053$1.6B0.12%
151
KEYKEYCORP NEW
76,279$1.5B0.12%
152
FNXFIRST TR MID CAP CORE ALPHAD
20,963$1.5B0.12%
153
BMYBRISTOL MYERS SQUIBB CO
83,368$1.5B0.12%Call
154
VNQVANGUARD INDEX FDS
15,731$1.5B0.11%
155
FATEFATE THERAPEUTICS INC
183,946$1.4B0.11%Call
156
TXNTEXAS INSTRS INC
48,326$1.4B0.11%Call
157
BILSPDR SERIES TRUST
15,590$1.4B0.11%
158
VEAVANGUARD TAX MANAGED INTL FD
31,968$1.4B0.11%
159
ABTABBOTT LABS
243,530$1.4B0.11%Call
160
HYSPIMCO ETF TR
14,085$1.4B0.11%
161
WBSWEBSTER FINL CORP CONN
26,244$1.4B0.11%
162
SDYSPDR SERIES TRUST
12,888$1.4B0.11%
163
MMM3M CO
7,854$1.4B0.11%
164
SCHRSCHWAB STRATEGIC TR
24,997$1.4B0.11%
165
NVTA1EURINVITAE CORP
168,449$1.4B0.11%Call
166
EMREMERSON ELEC CO
17,347$1.3B0.10%
167
HONHONEYWELL INTL INC
7,405$1.3B0.10%
168
RTN1USDRAYTHEON CO
5,898$1.3B0.10%
169
AGGISHARES TR
11,299$1.3B0.10%
170
SHYISHARES TR
14,625$1.2B0.10%
171
MAMASTERCARD INC
4,140$1.2B0.10%
172
QAIINDEXIQ ETF TR
38,858$1.2B0.09%
173
MBBISHARES TR
10,968$1.2B0.09%
174
FTCSFIRST TR EXCHANGE TRADED FD
19,504$1.2B0.09%
175
ELDWISDOMTREE TR
32,217$1.2B0.09%
176
SCHCSCHWAB STRATEGIC TR
32,682$1.1B0.09%
177
PCEFINVESCO EXCHNG TRADED FD TR
48,433$1.1B0.09%
178
MOALTRIA GROUP INC
22,437$1.1B0.09%
179
XLKSELECT SECTOR SPDR TR
12,200$1.1B0.09%
180
WELLWELLTOWER INC
13,560$1.1B0.09%
181
IFVFIRST TR EXCHANGE TRADED FD
51,838$1.1B0.09%
182
TRVCCITIGROUP INC
13,751$1.1B0.09%
183
GQ9SPDR GOLD TRUST
7,691$1.1B0.09%
184
CATCATERPILLAR INC DEL
7,179$1.1B0.08%
185
TIPISHARES TR
8,795$1.0B0.08%
186
AQLTISHARES TR
15,494$1.0B0.08%
187
MDTMEDTRONIC PLC
8,854$1.0B0.08%
188
FRIFIRST TR S&P REIT INDEX FD
38,025$993.0M0.08%
189
GEGENERAL ELECTRIC CO
93,171$989.0M0.08%Put
190
PGXINVESCO EXCHNG TRADED FD TR
65,795$987.0M0.08%
191
OVEROVERSTOCK COM INC DEL
248,911$986.0M0.08%Call
192
AMLPUSDALPS ETF TR
115,413$981.0M0.08%
193
IVWISHARES TR
5,057$979.0M0.08%
194
VTVVANGUARD INDEX FDS
8,082$969.0M0.08%
195
IBMINTERNATIONAL BUSINESS MACHS
7,199$965.0M0.08%
196
COSTCOSTCO WHSL CORP NEW
3,270$961.0M0.08%
197
4I1PHILIP MORRIS INTL INC
11,277$960.0M0.08%
198
FMBFIRST TR EXCHANG TRADED FD I
17,277$960.0M0.08%
199
ENBENBRIDGE INC
23,993$955.0M0.08%
200
EMLPFIRST TR EXCHANGE TRADED FD
36,899$941.0M0.07%
PreviousPage 2 of 6Next