418 is the total number of securities SUMITOMO MITSUI FINANCIAL GROUP, INC. has owned. The longest SUMITOMO MITSUI FINANCIAL GROUP, INC. has owned a single stock is 31 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SPY | SPDR S&P500 ETF TR | 31 | 31 | 0.74% | 7.26% | 44.76% | Q4 2016 | Q2 2024 | 31 |
HYG | ISHARES TR | 31 | 31 | 0.59% | 2.22% | 7.10% | Q4 2016 | Q2 2024 | 31 |
XLP | SELECT SECTOR SPDR TR | 31 | 31 | 0.12% | 0.51% | 3.67% | Q4 2016 | Q2 2024 | 31 |
JPM | JPMORGAN CHASE & CO. | 31 | 31 | 0.10% | 0.33% | 0.72% | Q4 2016 | Q2 2024 | 31 |
CSCO | CISCO SYS INC COM | 31 | 31 | 0.04% | 0.16% | 0.32% | Q4 2016 | Q2 2024 | 31 |
BOND | PIMCO ETF TR | 31 | 31 | 0.05% | 0.14% | 0.48% | Q4 2016 | Q2 2024 | 31 |
SH | PROSHARES TR | 31 | 31 | 0.02% | 0.07% | 0.31% | Q4 2016 | Q2 2024 | 31 |
GDX | VANECK VECTORS ETF TRUST | 31 | 31 | 0.01% | 0.06% | 0.45% | Q4 2016 | Q2 2024 | 31 |
HEZU | ISHARES TR | 31 | 31 | 0.00% | 0.02% | 0.15% | Q4 2016 | Q2 2024 | 31 |
GDXJ | VANECK VECTORS ETF TRUST | 31 | 31 | 0.01% | 0.02% | 0.08% | Q4 2016 | Q2 2024 | 31 |
CME | CME GROUP INC | 30 | 30 | 2.08% | 5.48% | 22.38% | Q1 2017 | Q2 2024 | 30 |
EEM | ISHARES TR | 29 | 1 | 0.04% | 0.66% | 6.84% | Q4 2016 | Q2 2024 | 30 |
MSFT | MICROSOFT CORP | 30 | 30 | 0.02% | 0.52% | 1.13% | Q1 2017 | Q2 2024 | 30 |
AAPL | APPLE INC | 29 | 1 | 0.00% | 0.34% | 0.71% | Q4 2016 | Q2 2024 | 30 |
AMGN | AMGEN INC | 29 | 1 | 0.10% | 0.24% | 0.47% | Q4 2016 | Q2 2024 | 30 |
SDY | SPDR SER TR | 30 | 30 | 0.04% | 0.11% | 0.21% | Q1 2017 | Q2 2024 | 30 |
PG | PROCTER & GAMBLE CO | 30 | 30 | 0.02% | 0.11% | 0.24% | Q1 2017 | Q2 2024 | 30 |
EWJ | ISHARES TR | 30 | 30 | 0.01% | 0.03% | 0.11% | Q1 2017 | Q2 2024 | 30 |
LQD | ISHARES TR | 29 | 29 | 1.62% | 10.34% | 34.96% | Q2 2017 | Q2 2024 | 29 |
AGG | ISHARES TR | 29 | 29 | 1.11% | 3.26% | 9.52% | Q2 2017 | Q2 2024 | 29 |
PFF | ISHARES TR | 29 | 29 | 0.70% | 1.77% | 4.58% | Q2 2017 | Q2 2024 | 29 |
MBB | ISHARES TR | 29 | 29 | 0.71% | 1.44% | 4.50% | Q2 2017 | Q2 2024 | 29 |
IEF | ISHARES TR | 29 | 29 | 0.62% | 1.41% | 2.67% | Q2 2017 | Q2 2024 | 29 |
IWM | ISHARES TR | 29 | 29 | 0.00% | 0.82% | 22.86% | Q2 2017 | Q2 2024 | 29 |
SHY | ISHARES TR | 29 | 29 | 0.10% | 0.52% | 1.82% | Q2 2017 | Q2 2024 | 29 |
EMB | ISHARES TR | 29 | 29 | 0.03% | 0.52% | 3.85% | Q2 2017 | Q2 2024 | 29 |
VGT | VANGUARD WORLD FDS | 29 | 29 | 0.17% | 0.48% | 1.66% | Q2 2017 | Q2 2024 | 29 |
APD | AIR PRODS & CHEMS INC | 24 | 1 | 0.09% | 0.23% | 0.39% | Q4 2016 | Q2 2024 | 29 |
IYR | ISHARES TR | 29 | 29 | 0.04% | 0.19% | 0.67% | Q2 2017 | Q2 2024 | 29 |
JNJ | JOHNSON & JOHNSON | 28 | 1 | 0.00% | 0.19% | 0.62% | Q1 2017 | Q2 2024 | 29 |
TIP | ISHARES TR | 29 | 29 | 0.06% | 0.15% | 0.37% | Q2 2017 | Q2 2024 | 29 |
KMB | KIMBERLY-CLARK CORP | 29 | 29 | 0.02% | 0.15% | 0.38% | Q2 2017 | Q2 2024 | 29 |
IYE | ISHARES TR | 29 | 29 | 0.01% | 0.14% | 0.66% | Q2 2017 | Q2 2024 | 29 |
DVY | ISHARES TR | 29 | 29 | 0.01% | 0.11% | 0.42% | Q2 2017 | Q2 2024 | 29 |
VT | VANGUARD INTL EQUITY I... | 29 | 29 | 0.01% | 0.01% | 0.04% | Q2 2017 | Q2 2024 | 29 |
NVDA | NVIDIA CORPORATION | 24 | 2 | 0.01% | 0.70% | 2.07% | Q1 2017 | Q2 2024 | 28 |
REM | ISHARES TR | 20 | 1 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q2 2024 | 28 |
GLD | SPDR GOLD TRUST | 24 | 1 | 0.54% | 1.99% | 7.51% | Q2 2017 | Q2 2024 | 27 |
UNH | UNITEDHEALTH GROUP INC | 27 | 27 | 0.00% | 0.33% | 0.64% | Q4 2017 | Q2 2024 | 27 |
PYPL | PAYPAL HOLDINGS INC | 15 | 1 | 0.01% | 0.09% | 0.42% | Q1 2017 | Q2 2024 | 27 |
IBB | ISHARES TR | 27 | 27 | 0.02% | 0.07% | 0.17% | Q4 2017 | Q2 2024 | 27 |
EWZ | ISHARES INC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2023 | 27 |
AMZN | AMAZON INC | 16 | 1 | 0.03% | 0.73% | 4.35% | Q1 2017 | Q2 2024 | 26 |
GOOG | ALPHABET INC | 22 | 4 | 0.01% | 0.40% | 1.11% | Q3 2017 | Q2 2024 | 26 |
GOOGL | ALPHABET INC CAP STK | 15 | 1 | 0.00% | 0.05% | 0.12% | Q1 2017 | Q2 2024 | 26 |
XBI | SPDR SER TR | 26 | 26 | 0.00% | 0.04% | 0.10% | Q1 2018 | Q2 2024 | 26 |
DIS | DISNEY WALT CO COM DISNEY | 16 | 2 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q2 2024 | 26 |
SQ | SQUARE INC | 24 | 1 | 0.16% | 3.34% | 6.32% | Q3 2017 | Q2 2024 | 25 |
FB | META PLATFORMS INC | 15 | 1 | 0.00% | 0.35% | 1.11% | Q2 2017 | Q2 2024 | 25 |
NVIDIA CORPORATION | 22 | 3 | 0.00% | 0.08% | 0.33% | Q1 2018 | Q2 2024 | 25 | |
VZ | VERIZON COMMUNICATIONS... | 21 | 1 | 0.00% | 0.07% | 0.22% | Q2 2017 | Q2 2024 | 25 |
VOO | VANGUARD INDEX FDS | 14 | 1 | 0.01% | 4.18% | 23.03% | Q1 2017 | Q2 2024 | 24 |
FXI | ISHARES TR | 21 | 3 | 0.00% | 1.30% | 9.63% | Q4 2016 | Q3 2023 | 24 |
AMD | ADVANCED MICRO DEVICES... | 24 | 24 | 0.02% | 0.27% | 1.03% | Q3 2018 | Q2 2024 | 24 |
BLK | BLACKROCK INC | 22 | 2 | 0.00% | 0.22% | 0.38% | Q2 2017 | Q2 2024 | 24 |
XOM | EXXON MOBIL CORP | 19 | 1 | 0.00% | 0.15% | 0.49% | Q4 2016 | Q3 2023 | 24 |
NFLX | NETFLIX INC COM | 17 | 1 | 0.01% | 0.13% | 0.77% | Q1 2018 | Q2 2024 | 24 |
MU | MICRON TECHNOLOGY INC | 11 | 2 | 0.00% | 0.08% | 0.44% | Q2 2017 | Q2 2024 | 24 |
VCR | VANGUARD WORLD FDS | 24 | 24 | 0.02% | 0.06% | 0.14% | Q3 2018 | Q2 2024 | 24 |
TSN | TYSON FOODS INC | 24 | 24 | 0.02% | 0.06% | 0.14% | Q2 2017 | Q1 2023 | 24 |
QQQ | INVESCO QQQ TR | 23 | 23 | 0.01% | 3.15% | 15.79% | Q4 2018 | Q2 2024 | 23 |
KO | COCA COLA CO | 22 | 1 | 0.01% | 0.20% | 0.35% | Q2 2017 | Q2 2024 | 23 |
TLT | ISHARES TR | 22 | 1 | 0.01% | 0.19% | 0.76% | Q1 2018 | Q2 2024 | 23 |
AMAZON INC | 22 | 1 | 0.00% | 0.03% | 0.13% | Q4 2017 | Q2 2024 | 23 | |
INDA | ISHARES TR | 23 | 23 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q2 2024 | 23 |
IGSB | ISHARES TR | 22 | 22 | 0.23% | 1.83% | 2.96% | Q1 2019 | Q2 2024 | 22 |
BAB | INVESCO EXCH TRADED FD... | 22 | 22 | 0.35% | 0.68% | 1.16% | Q1 2019 | Q2 2024 | 22 |
AVGO | BROADCOM INC | 18 | 2 | 0.03% | 0.41% | 1.23% | Q2 2018 | Q2 2024 | 22 |
QCOM | QUALCOMM INC | 17 | 1 | 0.00% | 0.22% | 0.52% | Q1 2017 | Q2 2024 | 22 |
XLU | SELECT SECTOR SPDR TR | 22 | 22 | 0.05% | 0.15% | 0.30% | Q1 2019 | Q2 2024 | 22 |
ADVANCED MICRO DEVICES... | 21 | 1 | 0.00% | 0.08% | 0.30% | Q4 2018 | Q2 2024 | 22 | |
SQUARE INC CALL | 19 | 1 | 0.00% | 0.10% | 0.46% | Q4 2017 | Q1 2024 | 21 | |
HD | HOME DEPOT INC | 18 | 1 | 0.00% | 0.08% | 0.15% | Q1 2017 | Q2 2024 | 21 |
T | AT&T INC | 18 | 1 | 0.00% | 0.07% | 0.20% | Q3 2017 | Q2 2024 | 21 |
IGV | ISHARES TR | 20 | 20 | 0.02% | 0.28% | 3.32% | Q3 2019 | Q2 2024 | 20 |
XLC | SELECT SECTOR SPDR TR | 20 | 20 | 0.00% | 0.15% | 1.18% | Q3 2019 | Q2 2024 | 20 |
SKYY | FIRST TR EXCHANGE TRAD... | 20 | 20 | 0.02% | 0.11% | 0.22% | Q3 2019 | Q2 2024 | 20 |
COST | COSTCO WHSL CORP NEW | 17 | 1 | 0.00% | 0.10% | 0.21% | Q4 2017 | Q2 2024 | 20 |
CRM | SALESFORCE INC | 6 | 2 | 0.00% | 0.03% | 0.12% | Q4 2017 | Q2 2024 | 20 |
SPLV | INVESCO EXCH TRADED FD... | 20 | 20 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q2 2024 | 20 |
USMV | ISHARES TR | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2024 | 20 |
DHI | D R HORTON INC | 19 | 19 | 0.10% | 0.28% | 0.52% | Q4 2019 | Q2 2024 | 19 |
GWW | GRAINGER W W INC | 19 | 19 | 0.08% | 0.24% | 0.45% | Q4 2019 | Q2 2024 | 19 |
MO | ALTRIA GROUP INC | 19 | 19 | 0.00% | 0.24% | 0.79% | Q4 2016 | Q2 2021 | 19 |
LMT | LOCKHEED MARTIN CORP | 18 | 1 | 0.00% | 0.23% | 0.48% | Q1 2017 | Q2 2022 | 19 |
OKTA | OKTA INC | 19 | 19 | 0.01% | 0.10% | 0.29% | Q4 2019 | Q2 2024 | 19 |
AMAT | APPLIED MATLS INC | 12 | 1 | 0.00% | 0.08% | 0.76% | Q1 2017 | Q2 2023 | 19 |
NETFLIX INC | 9 | 5 | 0.00% | 0.04% | 0.23% | Q4 2018 | Q2 2024 | 19 | |
ARES | ARES MANAGEMENT CORPOR... | 18 | 18 | 14.05% | 30.97% | 55.40% | Q1 2020 | Q2 2024 | 18 |
BMY | BRISTOL-MYERS SQUIBB CO | 18 | 18 | 0.10% | 0.24% | 0.41% | Q1 2020 | Q2 2024 | 18 |
SQUARE INC | 10 | 1 | 0.00% | 0.17% | 1.00% | Q4 2018 | Q2 2024 | 18 | |
PFE | PFIZER INC | 16 | 1 | 0.00% | 0.15% | 0.34% | Q3 2018 | Q2 2024 | 18 |
TXN | TEXAS INSTRS INC | 18 | 18 | 0.04% | 0.12% | 0.21% | Q1 2020 | Q2 2024 | 18 |
CCL | CARNIVAL CORP COMMON S | 10 | 8 | 0.01% | 0.11% | 0.32% | Q1 2017 | Q3 2023 | 18 |
CPRI | CAPRI HOLDINGS LIMITED | 18 | 18 | 0.00% | 0.08% | 0.49% | Q2 2019 | Q3 2023 | 18 |
PEP | PEPSICO INC | 18 | 18 | 0.01% | 0.08% | 0.14% | Q1 2020 | Q2 2024 | 18 |
EL | LAUDER ESTEE COS INC | 17 | 1 | 0.01% | 0.07% | 0.18% | Q1 2018 | Q1 2023 | 18 |
BK | BANK NEW YORK MELLON CORP | 18 | 18 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q2 2024 | 18 |
AMAZON COM INC | 11 | 1 | 0.00% | 0.04% | 0.15% | Q3 2018 | Q2 2024 | 18 | |
MDLZ | MONDELEZ INTL INC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q2 2024 | 18 |
ITW | ILLINOIS TOOL WKS INC COM | 18 | 18 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q2 2024 | 18 |
GIS | GENERAL MLS INC | 18 | 18 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q2 2024 | 18 |
VNQ | VANGUARD INDEX FDS | 18 | 18 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q2 2024 | 18 |
OMC | OMNICOM GROUP INC | 18 | 18 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q2 2024 | 18 |
NKE | NIKE INC | 17 | 17 | 0.00% | 0.24% | 0.92% | Q2 2017 | Q2 2021 | 17 |
SYY | SYSCO CORP | 12 | 5 | 0.02% | 0.07% | 0.15% | Q2 2017 | Q2 2024 | 17 |
WHR | WHIRLPOOL CORP | 17 | 17 | 0.00% | 0.04% | 0.09% | Q1 2020 | Q1 2024 | 17 |
MA | MASTERCARSD INCORPORATED | 6 | 1 | 0.00% | 0.02% | 0.10% | Q3 2017 | Q2 2024 | 17 |
APPLE INC | 10 | 7 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q2 2024 | 17 | |
IVV | ISHARES TR | 10 | 2 | 0.18% | 15.08% | 36.34% | Q4 2016 | Q3 2021 | 16 |
SOXX | ISHARES TR | 16 | 16 | 0.02% | 0.62% | 2.47% | Q3 2020 | Q2 2024 | 16 |
VCSH | VANGUARD STOTTSDALE FDS | 16 | 16 | 0.08% | 0.27% | 0.42% | Q3 2020 | Q2 2024 | 16 |
VCLT | VANGUARD STOTTSDALE FDS | 16 | 16 | 0.13% | 0.21% | 0.29% | Q3 2020 | Q2 2024 | 16 |
ZS | ZSCALER INC | 16 | 16 | 0.01% | 0.20% | 0.59% | Q3 2020 | Q2 2024 | 16 |
VCIT | VANGUARD STOTTSDALE FDS | 16 | 16 | 0.07% | 0.19% | 0.37% | Q3 2020 | Q2 2024 | 16 |
WCLD | WISDOMTREE TR | 16 | 16 | 0.06% | 0.11% | 0.19% | Q3 2020 | Q2 2024 | 16 |
ISRG | INTUITIVE SURGICAL INC | 8 | 1 | 0.00% | 0.04% | 0.30% | Q1 2017 | Q3 2023 | 16 |
SPLK | SPLUNK INC COM | 12 | 1 | 0.00% | 0.03% | 0.20% | Q4 2018 | Q3 2023 | 16 |
OKTA INC | 16 | 16 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 16 | |
XLB | SELECT SECTOR SPDR TR | 14 | 1 | 0.00% | 0.64% | 2.09% | Q3 2020 | Q2 2024 | 15 |
V | VISA INC COM CL A | 13 | 2 | 0.00% | 0.21% | 0.34% | Q1 2017 | Q4 2020 | 15 |
DOCU | DOCUSIGN INC | 15 | 15 | 0.01% | 0.11% | 0.53% | Q4 2020 | Q2 2024 | 15 |
ADVANCED MICRO DEVICES... | 6 | 1 | 0.00% | 0.11% | 0.37% | Q4 2018 | Q2 2024 | 15 | |
WMT | WAL-MART STORES INC | 12 | 1 | 0.00% | 0.09% | 0.16% | Q2 2017 | Q4 2022 | 15 |
QCLN | FIRST TR EXCHANGE-TRAD... | 15 | 15 | 0.01% | 0.08% | 0.20% | Q4 2020 | Q2 2024 | 15 |
PAVE | GLOBAL X FDS | 15 | 15 | 0.01% | 0.06% | 0.16% | Q4 2020 | Q2 2024 | 15 |
ZSCALER INC | 14 | 1 | 0.00% | 0.05% | 0.39% | Q3 2020 | Q2 2024 | 15 | |
FEYE | FIREEYE INC | 10 | 1 | 0.00% | 0.03% | 0.18% | Q1 2017 | Q4 2021 | 15 |
NVIDIA CORPORATION | 5 | 1 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q2 2024 | 15 | |
APPLE INC | 10 | 1 | 0.00% | 0.01% | 0.09% | Q2 2019 | Q2 2024 | 15 | |
FCX | FREEPORT-MCMORAN INC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q2 2024 | 15 |
INTU | INTUIT | 14 | 14 | 0.14% | 0.37% | 0.58% | Q1 2021 | Q2 2024 | 14 |
TRV | TRAVELERS COMPANIES INC | 14 | 14 | 0.10% | 0.21% | 0.32% | Q4 2016 | Q1 2020 | 14 |
TDOC | TELADOC HEALTH INC COM | 14 | 14 | 0.01% | 0.21% | 1.11% | Q1 2021 | Q2 2024 | 14 |
CRWD | CROWDSTRIKE HLDGS INC | 11 | 3 | 0.00% | 0.08% | 0.46% | Q4 2020 | Q2 2024 | 14 |
CIBR | FIRST TR EXCHANGE TRAD... | 14 | 14 | 0.05% | 0.08% | 0.14% | Q1 2021 | Q2 2024 | 14 |
MICRON TECHNOLOGY INC | 10 | 1 | 0.00% | 0.03% | 0.20% | Q4 2018 | Q2 2024 | 14 | |
EMQQ | EXCHANGE TRADED CONCEP... | 14 | 14 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q2 2024 | 14 |
IEO | ISHARES TR | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2024 | 14 |
XSOE | WISDOMTREE TR | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2024 | 14 |
USO | UNITED STS OIL FD LP | 12 | 1 | 0.00% | 0.90% | 2.25% | Q3 2020 | Q4 2023 | 13 |
JBHT | HUNT J B TRANS SVCS INC | 13 | 13 | 0.16% | 0.29% | 0.37% | Q2 2021 | Q2 2024 | 13 |
GOVT | ISHARES TR | 11 | 2 | 0.00% | 0.18% | 0.40% | Q1 2021 | Q2 2024 | 13 |
CVX | CHEVRON CORP NEW | 13 | 13 | 0.01% | 0.16% | 0.34% | Q1 2017 | Q1 2020 | 13 |
NETFLIX INC | 7 | 2 | 0.00% | 0.11% | 0.86% | Q4 2018 | Q2 2024 | 13 | |
REET | ISHARES TR | 11 | 2 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q2 2024 | 13 |
ADBE | ADOBE SYSTEMS INCORPOR... | 6 | 1 | 0.00% | 0.03% | 0.13% | Q2 2017 | Q2 2024 | 13 |
IDV | ISHARES TR | 13 | 13 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q2 2020 | 13 |
IEMG | ISHARES INC | 11 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2024 | 13 |
EMLC | VANECK VECTORS ETF TR | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
XLK | SELECT SECTOR SPDR TR | 6 | 1 | 0.00% | 1.60% | 3.32% | Q2 2018 | Q4 2023 | 12 |
XLI | SELECT SECTOR SPDR TR | 8 | 1 | 0.33% | 1.38% | 3.01% | Q4 2018 | Q4 2023 | 12 |
SHOP | SHOPIFY INC | 12 | 12 | 0.02% | 0.30% | 0.97% | Q3 2021 | Q2 2024 | 12 |
GM | GENERAL MTRS CO | 12 | 12 | 0.12% | 0.19% | 0.29% | Q4 2016 | Q3 2019 | 12 |
SNAP | SNAP INC | 12 | 12 | 0.01% | 0.11% | 0.57% | Q3 2021 | Q2 2024 | 12 |
XLF | SELECT SECTOR SPDR TR | 10 | 1 | 0.00% | 0.09% | 1.08% | Q2 2017 | Q2 2024 | 12 |
SNOW | SNOWFLAKE INC | 12 | 12 | 0.01% | 0.05% | 0.16% | Q3 2021 | Q2 2024 | 12 |
XLNX | XILINX INC | 7 | 1 | 0.00% | 0.05% | 0.20% | Q1 2017 | Q4 2020 | 12 |
ZM | ZOOM VIDEOMUNICATIONS IN | 12 | 12 | 0.00% | 0.04% | 0.21% | Q3 2021 | Q2 2024 | 12 |
TWLO | TWILIO INC | 12 | 12 | 0.00% | 0.02% | 0.07% | Q3 2021 | Q2 2024 | 12 |
IEI | ISHARES TR | 12 | 12 | 0.00% | 0.02% | 0.07% | Q3 2021 | Q2 2024 | 12 |
CHIQ | GLOBAL X FDS | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2023 | 12 |
ESGV | VANGUARD WORLD FD | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2024 | 12 |
EAGG | ISHARES TR | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2024 | 12 |
DIA | SPDR DOW JONES INDL AV... | 4 | 1 | 0.01% | 8.23% | 20.43% | Q4 2017 | Q3 2021 | 11 |
MCHI | ISHARES TR | 9 | 2 | 0.63% | 3.07% | 7.81% | Q1 2019 | Q2 2022 | 11 |
HRB | BLOCK H & R INC | 11 | 11 | 0.02% | 0.33% | 1.79% | Q4 2021 | Q2 2024 | 11 |
EWT | ISHARES TR | 5 | 3 | 0.01% | 0.26% | 0.99% | Q1 2017 | Q2 2022 | 11 |
ADM | ARCHER DANIELS MIDLAND CO | 7 | 1 | 0.00% | 0.15% | 0.26% | Q1 2017 | Q2 2024 | 11 |
VHT | VANGUARD WORLD FDS | 10 | 1 | 0.01% | 0.07% | 0.10% | Q1 2018 | Q2 2024 | 11 |
ZSCALER INC | 8 | 1 | 0.01% | 0.06% | 0.18% | Q3 2020 | Q1 2024 | 11 | |
OKTA INC | 6 | 1 | 0.00% | 0.04% | 0.18% | Q4 2019 | Q2 2023 | 11 | |
MS | MORGAN STANLEY | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q1 2022 | 11 |
RH | RH | 11 | 11 | 0.00% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 11 |
F | FORD MTR CO DEL | 6 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q2 2023 | 11 |
SPLUNK INC PUT | 4 | 1 | 0.00% | 0.01% | 0.07% | Q2 2019 | Q3 2023 | 11 | |
MICROSOFT CORP | 9 | 2 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q2 2024 | 11 | |
SJNK | SPDR SER TR | 10 | 10 | 0.15% | 0.31% | 0.76% | Q1 2022 | Q2 2024 | 10 |
CMI | CUMMINS INC | 10 | 10 | 0.12% | 0.19% | 0.30% | Q2 2017 | Q3 2019 | 10 |
INTC | INTEL CORP | 9 | 1 | 0.00% | 0.09% | 0.31% | Q1 2017 | Q4 2023 | 10 |
IHI | ISHARES TR | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2024 | 10 |
HEWJ | ISHARES TR | 8 | 2 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q2 2024 | 10 |
MICRON TECHNOLOGY INC | 7 | 1 | 0.00% | 0.03% | 0.10% | Q2 2019 | Q1 2024 | 10 | |
IBM | INTERNATIONAL BUSINESS... | 3 | 1 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q4 2023 | 10 |
META PLATFORMS INC | 6 | 4 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q2 2024 | 10 | |
PAYPAL HLDGS INC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q2 2024 | 10 | |
TELADOC HEALTH INC CALL | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q1 2024 | 10 | |
DOCUSIGN INC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 | |
JNK | SPDR SERIES TRUST | 9 | 9 | 0.55% | 3.18% | 5.69% | Q4 2016 | Q4 2018 | 9 |
IVZ | INVESCO LTD | 9 | 9 | 0.07% | 0.17% | 0.25% | Q4 2016 | Q4 2018 | 9 |
USO | UNITED STATES OIL FUND LP | 6 | 1 | 0.00% | 0.14% | 0.86% | Q4 2016 | Q1 2020 | 9 |
HEWG | ISHARES TR | 9 | 9 | 0.03% | 0.08% | 0.18% | Q4 2016 | Q4 2018 | 9 |
HEDJ | WISDOMTREE TR | 9 | 9 | 0.02% | 0.06% | 0.10% | Q4 2016 | Q4 2018 | 9 |
CROWDSTRIKE HLDGS INC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q2 2024 | 9 | |
SHOPIFY INC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q2 2024 | 9 | |
WFC | WELLS FARGO CO NEW | 3 | 1 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q4 2021 | 9 |
PAYPAL HLDGS INC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q2 2024 | 9 | |
QUAL | ISHARES TR | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 9 |
XLE | SELECT SECTOR SPDR TR | 3 | 1 | 0.00% | 0.35% | 1.01% | Q3 2017 | Q2 2024 | 8 |
TELADOC HEALTH INC PUT | 8 | 8 | 0.00% | 0.07% | 0.24% | Q4 2020 | Q3 2022 | 8 | |
LRCX | LAM RESEARCH CORP | 3 | 1 | 0.00% | 0.06% | 0.32% | Q1 2018 | Q3 2022 | 8 |
EMLC | VANECK VECTORS ETF TR | 8 | 8 | 0.00% | 0.04% | 0.13% | Q4 2016 | Q3 2018 | 8 |
TSLA | TESLA MTRS INC | 1 | 1 | 0.00% | 0.02% | 0.12% | Q4 2016 | Q1 2024 | 8 |
BA | THE BOEING CO | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q1 2022 | 8 |
ADI | ANALOG DEVICES INC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2020 | 8 |
SBUX | STARBUCKS CORP | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2020 | 8 |
FDX | FEDEX CORP | 2 | 1 | 0.00% | 0.01% | 0.09% | Q2 2017 | Q2 2023 | 8 |
ALB | ALBEMARLE CORP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 8 |
PANW | PALO ALTO NETWORKS INC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2024 | 8 |
GILD | GILEAD SCIENCES INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2021 | 8 |
IEZ | ISHARES TR | 6 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 8 |
ALPHABET INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2024 | 8 | |
EWM | ISHARES TR | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2021 | 8 |
JEF | JEFFERIES FINL GROUP INC | 7 | 7 | 8.14% | 10.85% | 13.61% | Q3 2021 | Q1 2023 | 7 |
ASHR | DBX ETF TR | 7 | 7 | 2.43% | 3.03% | 3.61% | Q4 2020 | Q2 2022 | 7 |
SCHD | SCHWAB STRATEGIC TR | 7 | 7 | 0.04% | 0.07% | 0.11% | Q4 2022 | Q2 2024 | 7 |
META PLATFORMS INC | 4 | 1 | 0.00% | 0.06% | 0.18% | Q1 2021 | Q2 2024 | 7 | |
ZOOM VIDEOMUNICATIONS IN | 4 | 3 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q2 2024 | 7 | |
CROWDSTRIKE HLDGS INC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2024 | 7 | |
DAL | DELTA AIR LINES INC DEL | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q4 2023 | 7 |
SALESFORCE INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2024 | 7 | |
SPLUNK INC CALL | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 7 | |
USB | US BANCORP DEL COM NEW | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2021 | 7 |
TMO | THERMO FISHER SCIENTIF... | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 7 |
EWY | ISHARES INC | 6 | 6 | 0.45% | 0.73% | 1.42% | Q4 2020 | Q1 2022 | 6 |
DBA | INVESCO DB MULTI-SECTO... | 6 | 6 | 0.18% | 0.42% | 0.80% | Q3 2021 | Q4 2022 | 6 |
FSLR | FIRST SOLAR INC | 6 | 6 | 0.18% | 0.30% | 0.52% | Q1 2023 | Q2 2024 | 6 |
SHOPIFY INC | 3 | 1 | 0.00% | 0.13% | 0.49% | Q3 2021 | Q4 2023 | 6 | |
GOLD | BARRICK GOLD CORP | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2021 | 6 |
SIVB | SVB FINL GROUP | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q1 2022 | 6 |
SRE | SEMPRA ENERGY | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q4 2022 | 6 |
CAT | CATERPILLAR INC DEL | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2022 | 6 |
SEALESFORCE COM INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2024 | 6 | |
BOEING CO | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q4 2023 | 6 | |
VISA INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2024 | 6 | |
ESGU | ISHARES TR | 3 | 1 | 2.08% | 3.21% | 4.13% | Q2 2022 | Q1 2024 | 5 |
LIT | GLOBAL X FDS | 5 | 5 | 0.20% | 0.31% | 0.51% | Q3 2021 | Q3 2022 | 5 |
AET | AETNA INC NEW | 5 | 5 | 0.22% | 0.29% | 0.35% | Q4 2016 | Q4 2017 | 5 |
SHV | ISHARES TR | 5 | 5 | 0.05% | 0.17% | 0.38% | Q2 2023 | Q2 2024 | 5 |
GPS | GAP INC COM | 5 | 5 | 0.01% | 0.09% | 0.22% | Q4 2019 | Q4 2020 | 5 |
DPS | DR PEPPER SNAPPLE GROU... | 5 | 5 | 0.06% | 0.09% | 0.10% | Q4 2016 | Q4 2017 | 5 |
XILINX INC | 5 | 5 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q2 2020 | 5 | |
MRK | MERCK & CO. INC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q1 2022 | 5 |
GAP INC | 5 | 5 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q4 2020 | 5 | |
EWS | ISHARES TR | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2018 | 5 |
CAPRI HOLDINGS LIMITED | 3 | 2 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q1 2021 | 5 | |
EA | ELECTRONIC ARTS INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2021 | 5 |
C | CITIGROUP INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2019 | 5 |
BAC | BANK AMER CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2019 | 5 |
GE | GENERAL ELECTRIC CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2021 | 5 |
REGN | REGENERON PHARMACEUTICALS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 5 |
TESLA INC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 5 | |
LQDH | ISHARES US ETF TR | 4 | 4 | 1.03% | 5.37% | 10.57% | Q2 2018 | Q1 2019 | 4 |
XLV | SELECT SECTOR SPDR TR | 4 | 4 | 0.63% | 1.55% | 1.96% | Q2 2022 | Q1 2023 | 4 |
VWO | VANGUARD INTL EQUITY I... | 4 | 4 | 0.58% | 1.40% | 2.12% | Q4 2020 | Q3 2021 | 4 |
XLY | SELECT SECTOR SPDR TR | 2 | 2 | 0.33% | 1.03% | 2.27% | Q2 2021 | Q3 2022 | 4 |
ULTA | ULTA BEAUTY INC | 3 | 1 | 0.01% | 0.08% | 0.16% | Q1 2018 | Q2 2024 | 4 |
SNAP INC | 4 | 4 | 0.00% | 0.05% | 0.17% | Q4 2021 | Q3 2022 | 4 | |
LVS | LAS VEGAS SANDS CORP | 3 | 1 | 0.00% | 0.03% | 0.11% | Q2 2017 | Q2 2018 | 4 |
SNOWFLAKE INC | 3 | 1 | 0.00% | 0.03% | 0.10% | Q1 2022 | Q2 2023 | 4 | |
BABA | ALIBABA GROUP HLDG LTD | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2019 | 4 |
VMC | VULCAN MATLS CO | 1 | 1 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q3 2020 | 4 |
SNOWFLAKE INC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 4 | |
WYNN | WYNN RESORTS LTD | 1 | 1 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2022 | 4 |
OILNF | BARCLAYS BK PLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 4 |
DOCUSIGN INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 4 | |
VALE | VALE S A | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q1 2022 | 4 |
YEXT | YEXT INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 4 |
RTN | RAYTHEON CO | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2019 | 4 |
PIXIE DUST TECHNOLOGIE... | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2023 | Q2 2024 | 4 | |
INTUITIVE SURGICAL INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 | |
MICROSOFT CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2024 | 4 | |
TJX | TJX COS INC NEW | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2018 | 4 |
ZTS | ZOETIS INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 4 |
ALPHABET INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 4 | |
PALO ALTO NETWORKS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 4 | |
COSTCO WHSL CORP NEW | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 | |
MCDONALDS CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 | |
ANET | ARISTA NETWORKS INC | 3 | 3 | 0.68% | 0.85% | 1.06% | Q4 2023 | Q2 2024 | 3 |
IWD | ISHARES TR | 3 | 3 | 0.25% | 0.47% | 0.60% | Q1 2022 | Q3 2022 | 3 |
VPU | VANGUARD WORLD FDS | 3 | 3 | 0.20% | 0.40% | 0.51% | Q2 2022 | Q4 2022 | 3 |
DDD | 3-D SYS CORP DEL | 3 | 3 | 0.00% | 0.40% | 0.62% | Q4 2016 | Q2 2017 | 3 |
PBD | INVESCO EXCH TRADED FD... | 3 | 3 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q2 2022 | 3 |
CAPRI HOLDINGS LIMITED | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 | |
GLW | CORNING INC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q3 2019 | 3 |
GS | THE GOLDMAN SACHS GROU... | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q1 2018 | 3 |
SIRI | SIRIUS XM HLDGS INC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q1 2019 | 3 |
EBAY | EBAY INC. | 1 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2021 | 3 |
KEYS | KEYSIGHT TECHNOLOGIES INC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q1 2021 | 3 |
BIDU | BAIDU INC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2019 | 3 |
FORD MTR CO DEL | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 | |
SNAP INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 | |
KORS | MICHEAL KORS HLDGS LTD | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 3 |
ALPHABET INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2024 | 3 | |
APPLIED MATLS INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 3 | |
BRKB | BERKSHIRE HATHAWAY INC... | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 3 |
PSX | PHILLIPS 66 | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
PNC | PNC FINL SVCS GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
UNP | UNION PAC CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 3 |
ADSK | AUTODESK INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2020 | 3 |
AFL | AFLAC INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
ZOOM VIDEO COMMUNICATI... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 3 | |
DELTA AIR LINES INC DEL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 | |
ALIBABA GROUP HLDG LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 3 | |
COCA COLA CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 | |
GILEAD SCIENCES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 | |
IWN | ISHARES TR | 2 | 2 | 1.13% | 1.35% | 1.57% | Q2 2020 | Q3 2020 | 2 |
VITESSE ENERGY INC | 2 | 2 | 0.08% | 0.41% | 0.74% | Q1 2023 | Q2 2023 | 2 | |
XOP | SPDR SER TR | 1 | 1 | 0.12% | 0.16% | 0.20% | Q3 2021 | Q1 2022 | 2 |
SGOV | ISHARES TR | 2 | 2 | 0.05% | 0.08% | 0.10% | Q1 2024 | Q2 2024 | 2 |
UCON | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2024 | Q2 2024 | 2 |
VB | VANGUARD INDEX FDS | 1 | 1 | 0.03% | 0.06% | 0.10% | Q2 2017 | Q2 2018 | 2 |
IGM | ISHARES TR | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q4 2022 | 2 |
RL | RALPH LAUREN CORP | 2 | 2 | 0.01% | 0.03% | 0.06% | Q1 2024 | Q2 2024 | 2 |
ALPHABET INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 | |
COH | COACH INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
FIREEYE INC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 | |
APPLIED MATLS INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2020 | 2 | |
HAL | HALLIBURTON CO | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2021 | 2 |
3106PS | DELPHI AUTOMOTIVE PLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
EIDO | ISHARES TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
XRAY | DENTSPLY SIRONA INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2020 | 2 |
XILINX INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 | |
FLR | FLUOR CORP NEW | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2017 | 2 |
BIIB | BIOGEN INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 2 |
DISNEY WALT CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 | |
UAA | UNDER ARMOUR INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
TPX | TEMPUR SEALY INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 2 |
EXPE | EXPEDIA INC DEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 2 |
AT&T INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 | |
IJR | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
INVESCO QQQ TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 | |
UNDER ARMOUR INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 | |
LAS VEGAS SANDS CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 | |
ARM HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 2 | |
VIG | VANGUARD SPECIALIZED F... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 2 |
BARRICK GOLD CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 | |
MCD | MCDONALDS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 2 |
JOHNSON & JOHNSON | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 | |
MDY | SPDR | 1 | 1 | 16.96% | 16.96% | 16.96% | Q1 2018 | Q1 2018 | 1 |
ITB | ISHARES TR | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2023 | Q2 2023 | 1 |
TGT | TARGET CORP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2016 | Q4 2016 | 1 |
JNK | SPDR SER TR | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2024 | Q2 2024 | 1 |
TAN | INVESCO EXCH TRADED FD... | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
VAW | VANGUARD WORLD FDS | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
VDE | VANGUARD WORLD FDS | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
VDC | VANGUARD WORLD FDS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
ICLN | ISHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
NOW | SERVICENOW INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
ARCC | ARES CAP CORP COM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
ACWI | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
PBR | PETROLEO BRASILEIRO SA... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
APT | ALPHA PRO TECH LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
AMG | AFFILIATED MANAGERS GROUP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
MBBYF | MOBILEYE N V AMSTELVEEN | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
ARM HOLDINGS PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 | |
LAM RESEARCH CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 | |
ABBV | ABBVIE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
BSX | BOSTON SCIENTIFIC CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
EQT | EQT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
IEV | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
BX | BLACKSTONE GROUP L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
NOV | NATIONAL OILWELL VARCO... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
L100PS | ARCONIC INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
CELG | CELGENE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
BND | VANGUARD BD INDEX FD INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
RXI | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
DE | DEERE & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
MPC | MARATHON PETE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
INTUITIVE SURGICAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 | |
THD | ISHARES | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
EOG | EOG RES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
TIF | TIFFANY & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
LULU | LULULEMON ATHLETICA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
GAP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 | |
AVGO | BROADCOM LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
NUAN | NUANCE COMMUNICATIONS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
TWILIO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 | |
TPR | TAPESTRY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
VYM | VANGUARD WHITEHALL FDS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
IXN | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SLB | SCHLUMBERGER LTD COM STK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HON | HONEYWELL INTERNATIONA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
TWTR | TWITTER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MET | METLIFE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
VTI | VANGUARD INDEX FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ZMLP | DIREXION SHS ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ADOBE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 | |
CCEP | COCA COLA EUROPEAN PAR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CARNIVAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 | |
FREEPORT-MCMORAN INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 | |
ADOBE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 | |
TLK | P T TELEKOMUNIKASI IND... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NEE | NEXTERA ENERGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
MANDIANT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 | |
PM | PHILIP MORRIS INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
QQQ | POWERSHARES QQQ TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FEDEX CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 | |
FCPI | FIDELITY COVINGTON TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
GPRO | GOPRO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
TESARO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 | |
FREEPORT-MCMORAN INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 | |
DRI | DARDEN RESTAURANTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GENERAL ELECTRIC CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 | |
WBA | WALGREENS BOOTS ALLIAN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CCJ | CAMECO CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
INVESCO QQQ TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 | |
ARM HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 | |
DD | DU PONT E I DE NEMOURS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
SYMC | SYMANTEC CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
GSG | ISHARES S&P GSCI COMMO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
LLY | ELI LILLY & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
QUALCOMM INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 | |
ARCHER DANIELS MIDLAND CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 | |
LC | LENDINGCLUB CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
TWILIO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
REGENERON PHARMACEUTICALS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 | |
SERVICENOW INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 | |
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The securities at the top of the list , including SPDR S&P500 ETF TR, ISHARES TR, and SELECT SECTOR SPDR TR, are the highest-conviction holdings of SUMITOMO MITSUI FINANCIAL GROUP, INC..
The conviction is calculated by counting the number of quarters a security has been reported by SUMITOMO MITSUI FINANCIAL GROUP, INC.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that SUMITOMO MITSUI FINANCIAL GROUP, INC. owns currently or has owned in the past.