Funds From: jarix - James Alpha Global Real Estate Invsmts I - Global Real Estate to redtx - American Funds 2025 Trgt Date Retire R5 - Target Date 2021-2025


  • Holdings: Select Income REIT , Gaming and Leisure Properties, Inc. , Mitsui Fudosan Co Ltd , UNITE Group PLC , Realogy Holdings Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Russell Global Equity Y , Russell International Developed Mkts Y , Russell Strategic Bond Y , Russell US Core Equity Y , Russell US Defensive Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: British American Tobacco PLC , UGI Corp , Procter & Gamble Co , PepsiCo Inc , CH Robinson Worldwide Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Franklin Growth R6 , Franklin Rising Dividends R6 , Templeton Foreign R6 , Franklin DynaTech R6 , Mutual European R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Delta Air Lines Inc , Microsoft Corp , Home Depot Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 2 Stars
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  • Holdings: PacWest Bancorp , Stone Energy Corp , DXP Enterprises Inc , Associated Banc-Corp , Targa Resources Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Bank of America Corporation , Canadian Pacific Railway Ltd , Applied Materials Inc , American International Group Inc , Pentair Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Bank of America Corporation , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: SBA Communications Corp , Constellation Brands Inc Class A , IHS Inc Class A , Intercontinental Exchange Inc , Netflix Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: General Electric Co , Pfizer Inc , Procter & Gamble Co , Bank of America Corporation , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class A , Microsoft Corp , Apple Inc , Oracle Corporation , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Argentina Rep 8.28% , Republic Of Argentina , Argentina Rep 1.33% , Lululemon Athletica Inc , NRG Energy Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Oracle Corporation , Credit Suisse Group , Julius Baer Gruppe AG , CNH Industrial NV , TE Connectivity Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Exxon Mobil Corporation , Citigroup Inc , Apple Inc ,
  • Category: Large Value
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  • Holdings: American Airlines Group Inc , Las Vegas Sands Corp , Liberty Global PLC Class C , Illumina Inc , Tesla Motors Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Illumina Inc , Electronic Arts Inc , Michael Kors Holdings Ltd , Affiliated Managers Group Inc , Delta Air Lines Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for jmgmx investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG , HSBC Holdings PLC , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Verizon Communications Inc , AbbVie Inc , Amgen Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Sptr Trs Equity 3ml+29 *Bullet* Dub ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Mini DJ Industrial Avg ($5) Future June14 , Visa Inc Class A , International Business Machines Corp , Goldman Sachs Group Inc , 3M Co ,
  • Category: Trading-Leveraged Equity
Sign-up for udpix investment picks
  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: ConAgra Foods Inc , Marsh & McLennan Companies Inc , Snap-on Inc , ACE Ltd , Comerica Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , Wells Fargo & Co , Pfizer Inc , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for jvlcx investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
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Funds From: jarix - James Alpha Global Real Estate Invsmts I - Global Real Estate to redtx - American Funds 2025 Trgt Date Retire R5 - Target Date 2021-2025
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