MAINSTAY CAPITAL MANAGEMENT LLC /ADV Q3 2019 Filing

Filed October 16, 2019

Portfolio Value

$180.9B

Holdings

100

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (100 positions)

#StockSharesValue% PortfolioType
1
REZISHARES TR
575,872$45.8B25.30%
2
IAUUSDISHARES GOLD TRUST
1,176,805$16.6B9.17%
3
PUIINVESCO EXCHANGE TRADED FD T
385,801$13.5B7.48%
4
ENBENBRIDGE INC
92,154$3.2B1.79%
5
TECLDIREXION SHS ETF TR
17,911$3.0B1.65%
6
CSMPROSHARES TR
39,910$2.8B1.56%
7
TERRAFORM PWR INC
137,920$2.5B1.39%
8
PGPROCTER & GAMBLE CO
19,769$2.5B1.36%
9
INDSPACER FDS TR
73,485$2.4B1.31%
10
HASIHANNON ARMSTRONG SUST INFR C
78,135$2.3B1.26%
11
CSCOCISCO SYS INC
45,572$2.2B1.24%
12
OREALTY INCOME CORP
28,985$2.2B1.23%
13
SOSOUTHERN CO
35,232$2.2B1.20%
14
TAT&T INC
57,365$2.2B1.20%
15
FRIFIRST TR S&P REIT INDEX FD
79,929$2.1B1.18%
16
DYHTARGET CORP
19,280$2.1B1.14%
17
SCHXSCHWAB STRATEGIC TR
28,434$2.0B1.11%
18
UTXZUNITED TECHNOLOGIES CORP
14,459$2.0B1.09%
19
INTCINTEL CORP
37,001$1.9B1.06%
20
STWDSTARWOOD PPTY TR INC
77,250$1.9B1.04%
21
T7DTRANSDIGM GROUP INC
3,489$1.8B1.00%
22
METMETLIFE INC
37,132$1.8B0.97%
23
MCHPMICROCHIP TECHNOLOGY INC
18,840$1.8B0.97%
24
TTELUS CORP
49,030$1.7B0.97%
25
PG4PRINCIPAL FINL GROUP INC
29,582$1.7B0.93%
26
RIORIO TINTO PLC
32,385$1.7B0.93%
27
GDGENERAL DYNAMICS CORP
9,185$1.7B0.93%
28
BMYBRISTOL MYERS SQUIBB CO
32,187$1.6B0.90%
29
LOWLOWES COS INC
14,667$1.6B0.89%
30
GWREGUIDEWIRE SOFTWARE INC
15,285$1.6B0.89%
31
CBRECBRE GROUP INC
30,315$1.6B0.89%
32
VVISA INC
9,108$1.6B0.87%
33
NKENIKE INC
16,676$1.6B0.87%
34
DISDISNEY WALT CO
11,652$1.5B0.84%
35
GOOGALPHABET INC
1,235$1.5B0.83%
36
CMPCOMPASS MINERALS INTL INC
25,925$1.5B0.81%
37
CATCATERPILLAR INC DEL
11,523$1.5B0.80%
38
CRMSALESFORCE COM INC
9,791$1.5B0.80%
39
SCHASCHWAB STRATEGIC TR
20,447$1.4B0.79%
40
BUDANHEUSER BUSCH INBEV SA/NV
14,670$1.4B0.77%
41
NDQINVESCO QQQ TR
7,086$1.3B0.74%
42
BLKCHFBLACKROCK INC
2,949$1.3B0.73%
43
MCKMCKESSON CORP
9,268$1.3B0.70%
44
OXYOCCIDENTAL PETE CORP
27,860$1.2B0.68%
45
7HPHP INC
64,405$1.2B0.68%
46
GILDGILEAD SCIENCES INC
19,197$1.2B0.67%
47
PIIPOLARIS INC
13,245$1.2B0.64%
48
BKBANK NEW YORK MELLON CORP
25,661$1.2B0.64%
49
BIIBBIOGEN INC
4,757$1.1B0.61%
50
VMBSVANGUARD SCOTTSDALE FDS
19,299$1.0B0.57%
51
BNDXVANGUARD CHARLOTTE FDS
16,784$988.0M0.55%
52
SHYGISHARES TR
21,175$985.0M0.54%
53
TQQQPROSHARES TR
15,546$958.0M0.53%
54
KOCOCA COLA CO
17,485$951.0M0.53%
55
AAPLAPPLE INC
3,975$891.0M0.49%
56
BIDUNBAIDU INC
8,639$889.0M0.49%
57
SPIBSPDR SERIES TRUST
24,706$872.0M0.48%
58
SCHHSCHWAB STRATEGIC TR
16,510$779.0M0.43%
59
MSFTMICROSOFT CORP
5,140$714.0M0.39%
60
SCHRSCHWAB STRATEGIC TR
12,797$711.0M0.39%
61
VUGVANGUARD INDEX FDS
3,910$651.0M0.36%
62
IWMISHARES TR
4,130$622.0M0.34%
63
FFORD MTR CO DEL
67,181$616.0M0.34%
64
HDHOME DEPOT INC
2,429$564.0M0.31%
65
BONDPIMCO ETF TR
4,602$501.0M0.28%
66
AMZNAMAZON COM INC
281$487.0M0.27%
67
JNJJOHNSON & JOHNSON
3,313$428.0M0.24%
68
GMGENERAL MTRS CO
10,996$412.0M0.23%
69
TIPISHARES TR
3,457$402.0M0.22%
70
GQ9SPDR GOLD TRUST
2,569$356.0M0.20%
71
AZNASTRAZENECA PLC
7,659$341.0M0.19%
72
HYGISHARES TR
3,851$335.0M0.19%
73
LMTLOCKHEED MARTIN CORP
855$333.0M0.18%
74
PFXFVANECK VECTORS ETF TR
16,170$329.0M0.18%
75
WCNWASTE CONNECTIONS INC
3,398$312.0M0.17%
76
SCHFSCHWAB STRATEGIC TR
9,790$312.0M0.17%
77
HSYHERSHEY CO
2,000$310.0M0.17%
78
BRK/BBERKSHIRE HATHAWAY INC DEL
1,477$307.0M0.17%
79
AEBAALLETE INC
3,377$295.0M0.16%
80
SCHCSCHWAB STRATEGIC TR
9,230$294.0M0.16%
81
RNRRENAISSANCERE HOLDINGS LTD
1,499$292.0M0.16%
82
BKLNINVESCO EXCHNG TRADED FD TR
12,927$292.0M0.16%
83
NBIXNEUROCRINE BIOSCIENCES INC
3,176$288.0M0.16%
84
DUKDUKE ENERGY CORP NEW
2,999$288.0M0.16%
85
PCYINVESCO EXCHNG TRADED FD TR
9,166$268.0M0.15%
86
BDXBECTON DICKINSON & CO
1,028$261.0M0.14%
87
IJKISHARES TR
1,153$259.0M0.14%
88
KWRQUAKER CHEM CORP
1,590$253.0M0.14%
89
WIXWIX COM LTD
2,150$252.0M0.14%
90
PEGPUBLIC SVC ENTERPRISE GRP IN
3,980$247.0M0.14%
91
BABOEING CO
647$246.0M0.14%
92
ERIIENERGY RECOVERY INC
26,175$242.0M0.13%
93
ROKROCKWELL AUTOMATION INC
1,408$232.0M0.13%
94
SBLKSTAR BULK CARRIERS CORP
22,980$231.0M0.13%
95
PFEPFIZER INC
6,218$223.0M0.12%
96
BLBLACKLINE INC
4,620$220.0M0.12%
97
CYRUSONE INC
2,576$204.0M0.11%
98
FANGDIAMONDBACK ENERGY INC
2,264$203.0M0.11%
99
PHYS/USPROTT PHYSICAL GOLD TRUST
10,000$118.0M0.07%
100
ALIMERA SCIENCES INC
15,500$9.0M0.00%