300 is the total number of securities Roof Eidam Maycock Peralta, LLC has owned. The longest Roof Eidam Maycock Peralta, LLC has owned a single stock is 36 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
EFAV | ISHARES TR | 36 | 36 | 0.29% | 4.86% | 10.75% | Q4 2014 | Q3 2023 | 36 |
SCHO | SCHWAB STRATEGIC TR | 36 | 36 | 0.23% | 4.18% | 12.11% | Q4 2014 | Q3 2023 | 36 |
VBR | VANGUARD INDEX FDS | 36 | 36 | 0.44% | 3.95% | 7.86% | Q4 2014 | Q3 2023 | 36 |
VIG | VANGUARD SPECIALIZED P... | 36 | 36 | 1.32% | 3.74% | 6.73% | Q4 2014 | Q3 2023 | 36 |
VEA | VANGUARD TAX-MANAGED I... | 36 | 36 | 1.33% | 3.25% | 7.48% | Q4 2014 | Q3 2023 | 36 |
VUG | VANGUARD INDEX FDS | 36 | 36 | 1.23% | 2.73% | 5.93% | Q4 2014 | Q3 2023 | 36 |
VOE | VANGUARD INDEX FDS | 36 | 36 | 0.28% | 2.61% | 5.77% | Q4 2014 | Q3 2023 | 36 |
AAPL | APPLE INC | 36 | 36 | 0.91% | 2.59% | 4.53% | Q4 2014 | Q3 2023 | 36 |
BSV | VANGUARD BD INDEX FDS | 36 | 36 | 0.15% | 2.01% | 10.74% | Q4 2014 | Q3 2023 | 36 |
EEMV | ISHARES INC | 36 | 36 | 0.14% | 1.23% | 3.22% | Q4 2014 | Q3 2023 | 36 |
VWO | VANGUARD INTL EQUITY I... | 36 | 36 | 0.17% | 1.11% | 3.49% | Q4 2014 | Q3 2023 | 36 |
MSFT | MICROSOFT CORP | 36 | 36 | 0.14% | 0.87% | 1.72% | Q4 2014 | Q3 2023 | 36 |
JNJ | JOHNSON & JOHNSON | 36 | 36 | 0.30% | 0.86% | 1.33% | Q4 2014 | Q3 2023 | 36 |
TIP | ISHARES TR | 36 | 36 | 0.07% | 0.72% | 6.72% | Q4 2014 | Q3 2023 | 36 |
PFE | PFIZER INC | 36 | 36 | 0.35% | 0.70% | 1.38% | Q4 2014 | Q3 2023 | 36 |
CVX | CHEVRON CORP NEW | 36 | 36 | 0.32% | 0.66% | 1.72% | Q4 2014 | Q3 2023 | 36 |
INTC | INTEL CORP | 36 | 36 | 0.09% | 0.62% | 1.57% | Q4 2014 | Q3 2023 | 36 |
MMM | 3M CO | 36 | 36 | 0.12% | 0.60% | 1.44% | Q4 2014 | Q3 2023 | 36 |
NSC | NORFOLK SOUTHN CORP | 36 | 36 | 0.36% | 0.59% | 1.74% | Q4 2014 | Q3 2023 | 36 |
XOM | EXXON MOBIL CORP | 36 | 36 | 0.17% | 0.59% | 1.36% | Q4 2014 | Q3 2023 | 36 |
PEP | PEPSICO INC | 36 | 36 | 0.30% | 0.57% | 1.27% | Q4 2014 | Q3 2023 | 36 |
VTI | VANGUARD INDEX FDS | 36 | 36 | 0.36% | 0.53% | 0.70% | Q4 2014 | Q3 2023 | 36 |
CSX | CSX CORP | 36 | 36 | 0.25% | 0.47% | 0.59% | Q4 2014 | Q3 2023 | 36 |
T | AT&T INC | 36 | 36 | 0.06% | 0.45% | 1.43% | Q4 2014 | Q3 2023 | 36 |
IBM | INTERNATIONAL BUSINESS... | 36 | 36 | 0.19% | 0.44% | 1.25% | Q4 2014 | Q3 2023 | 36 |
BRKB | BERKSHIRE HATHAWAY INC... | 36 | 36 | 0.10% | 0.43% | 0.85% | Q4 2014 | Q3 2023 | 36 |
JPM | JPMORGAN CHASE & CO | 36 | 36 | 0.16% | 0.40% | 0.83% | Q4 2014 | Q3 2023 | 36 |
IYW | ISHARES TR | 36 | 36 | 0.22% | 0.39% | 0.62% | Q4 2014 | Q3 2023 | 36 |
EEM | ISHARES TR | 36 | 36 | 0.16% | 0.38% | 0.59% | Q4 2014 | Q3 2023 | 36 |
QCOM | QUALCOMM INC | 36 | 36 | 0.20% | 0.37% | 0.61% | Q4 2014 | Q3 2023 | 36 |
FNDA | SCHWAB STRATEGIC TR | 36 | 36 | 0.09% | 0.34% | 0.93% | Q4 2014 | Q3 2023 | 36 |
COP | CONOCOPHILLIPS | 36 | 36 | 0.14% | 0.34% | 0.80% | Q4 2014 | Q3 2023 | 36 |
BMY | BRISTOL-MYERS SQUIBB CO | 36 | 36 | 0.16% | 0.24% | 0.36% | Q4 2014 | Q3 2023 | 36 |
PSX | PHILLIPS 66 | 36 | 36 | 0.12% | 0.24% | 0.42% | Q4 2014 | Q3 2023 | 36 |
ORCL | ORACLE CORP | 36 | 36 | 0.11% | 0.22% | 1.11% | Q4 2014 | Q3 2023 | 36 |
PG | PROCTER & GAMBLE CO | 36 | 36 | 0.11% | 0.21% | 1.00% | Q4 2014 | Q3 2023 | 36 |
ICF | ISHARES TR | 36 | 36 | 0.10% | 0.21% | 0.42% | Q4 2014 | Q3 2023 | 36 |
VOT | VANGUARD INDEX FDS | 36 | 36 | 0.13% | 0.17% | 0.23% | Q4 2014 | Q3 2023 | 36 |
BIP | BROOKFIELD INFRAST PAR... | 36 | 36 | 0.12% | 0.17% | 0.22% | Q4 2014 | Q3 2023 | 36 |
KO | COCA COLA CO | 36 | 36 | 0.10% | 0.15% | 0.29% | Q4 2014 | Q3 2023 | 36 |
VYM | VANGUARD WHITEHALL FDS... | 36 | 36 | 0.09% | 0.14% | 0.21% | Q4 2014 | Q3 2023 | 36 |
PHK | PIMCO HIGH INCOME FD | 36 | 36 | 0.02% | 0.06% | 0.16% | Q4 2014 | Q3 2023 | 36 |
USMV | ISHARES TR | 35 | 35 | 0.47% | 5.24% | 8.91% | Q1 2015 | Q3 2023 | 35 |
BA | BOEING CO | 29 | 5 | 0.08% | 0.37% | 0.97% | Q4 2014 | Q3 2023 | 34 |
V | VISA INC | 25 | 7 | 0.54% | 0.82% | 1.49% | Q4 2014 | Q3 2023 | 32 |
AMT | AMERICAN TOWER CORP NEW | 31 | 1 | 0.09% | 0.28% | 1.04% | Q4 2014 | Q3 2023 | 32 |
SLB | SCHLUMBERGER LTD | 21 | 11 | 0.08% | 0.27% | 1.27% | Q4 2014 | Q3 2023 | 32 |
SCHD | SCHWAB STRATEGIC TR | 28 | 2 | 0.85% | 2.87% | 7.03% | Q4 2014 | Q1 2023 | 30 |
SCHZ | SCHWAB STRATEGIC TR | 30 | 30 | 0.07% | 0.75% | 8.52% | Q2 2016 | Q3 2023 | 30 |
MTUM | ISHARES TR | 29 | 29 | 0.23% | 2.91% | 6.12% | Q4 2015 | Q4 2022 | 29 |
GOOG | ALPHABET INC | 26 | 1 | 0.74% | 1.00% | 1.48% | Q1 2016 | Q3 2023 | 27 |
VNQ | VANGUARD INDEX FDS | 22 | 4 | 0.35% | 3.78% | 5.87% | Q4 2014 | Q3 2023 | 26 |
GE | GENERAL ELECTRIC CO | 26 | 26 | 0.07% | 0.38% | 0.86% | Q4 2014 | Q1 2021 | 26 |
UNH | UNITEDHEALTH GROUP INC | 15 | 10 | 0.66% | 0.86% | 1.07% | Q2 2017 | Q3 2023 | 25 |
IBMK | ISHARES TR | 25 | 25 | 0.26% | 0.44% | 0.54% | Q3 2016 | Q3 2022 | 25 |
IBML | ISHARES TR | 25 | 25 | 0.10% | 0.39% | 0.50% | Q3 2017 | Q3 2023 | 25 |
CMCSA | COMCAST CORP NEW | 16 | 3 | 0.28% | 0.60% | 1.43% | Q4 2014 | Q3 2023 | 24 |
JPST | JP MORGAN EXCHANGE TRA... | 23 | 23 | 0.95% | 6.28% | 14.27% | Q1 2018 | Q3 2023 | 23 |
AMZN | AMAZON COM INC | 23 | 23 | 0.12% | 0.18% | 0.25% | Q1 2018 | Q3 2023 | 23 |
VO | VANGUARD INDEX FDS | 22 | 22 | 0.11% | 2.52% | 4.29% | Q2 2018 | Q3 2023 | 22 |
BNDX | VANGUARD CHARLOTTE FDS | 22 | 22 | 0.08% | 1.36% | 5.14% | Q2 2016 | Q3 2021 | 22 |
IBMJ | ISHARES TR | 22 | 22 | 0.22% | 0.45% | 0.55% | Q2 2016 | Q3 2021 | 22 |
SBUX | STARBUCKS CORP | 19 | 3 | 0.13% | 0.25% | 0.83% | Q3 2015 | Q3 2023 | 22 |
SCHR | SCHWAB STRATEGIC TR | 21 | 21 | 0.24% | 1.96% | 8.57% | Q4 2015 | Q4 2020 | 21 |
HD | HOME DEPOT INC | 11 | 1 | 0.07% | 0.30% | 0.81% | Q4 2015 | Q3 2023 | 21 |
VB | VANGUARD INDEX FDS | 20 | 20 | 1.42% | 4.27% | 6.47% | Q4 2018 | Q3 2023 | 20 |
VIGI | VANGUARD WHITEHALL FDS... | 12 | 8 | 0.60% | 2.80% | 4.10% | Q1 2016 | Q4 2021 | 20 |
IBMI | ISHARES TR | 20 | 20 | 0.21% | 0.42% | 0.54% | Q3 2015 | Q2 2020 | 20 |
IBMM | ISHARES TR | 20 | 20 | 0.31% | 0.40% | 0.46% | Q4 2018 | Q3 2023 | 20 |
CI | THE CIGNA GROUP | 20 | 20 | 0.16% | 0.27% | 0.40% | Q4 2018 | Q3 2023 | 20 |
IBMH | ISHARES TR | 19 | 19 | 0.18% | 0.39% | 0.54% | Q4 2014 | Q2 2019 | 19 |
PHG | KONINKLIJKE PHILIPS N V | 19 | 19 | 0.10% | 0.35% | 0.59% | Q1 2019 | Q3 2023 | 19 |
BUD | ANHEUSER BUSCH INBEV S... | 19 | 19 | 0.08% | 0.11% | 0.18% | Q1 2019 | Q3 2023 | 19 |
ALV | AUTOLIV INC | 14 | 4 | 0.10% | 0.16% | 0.28% | Q1 2019 | Q3 2023 | 18 |
WM | WASTE MGMT INC DEL | 12 | 1 | 0.46% | 0.76% | 1.07% | Q1 2016 | Q4 2022 | 17 |
JMST | JP MORGAN EXCHANGE TRA... | 17 | 17 | 0.23% | 0.70% | 1.05% | Q3 2019 | Q3 2023 | 17 |
VFC | V F CORP | 12 | 5 | 0.13% | 0.67% | 1.73% | Q4 2014 | Q4 2019 | 17 |
ABB | ABB LTD | 17 | 17 | 0.28% | 0.40% | 0.51% | Q1 2019 | Q1 2023 | 17 |
IBMN | ISHARES TR | 17 | 17 | 0.02% | 0.35% | 0.43% | Q3 2019 | Q3 2023 | 17 |
IYH | ISHARES TR | 14 | 1 | 0.08% | 0.09% | 0.10% | Q3 2018 | Q3 2023 | 17 |
HON | HONEYWELL INTL INC | 16 | 16 | 0.11% | 0.62% | 1.46% | Q4 2014 | Q3 2018 | 16 |
QQQ | INVESCO QQQ TR | 16 | 16 | 0.10% | 0.60% | 2.66% | Q4 2019 | Q3 2023 | 16 |
CI | CIGNA CORPORATION | 16 | 16 | 0.34% | 0.57% | 0.90% | Q4 2014 | Q3 2018 | 16 |
SMH | VANECK VECTORS ETF TRUST | 16 | 16 | 0.08% | 0.15% | 0.19% | Q4 2019 | Q3 2023 | 16 |
ESGD | ISHARES TR | 14 | 1 | 0.03% | 2.44% | 3.06% | Q3 2019 | Q3 2023 | 15 |
IBMG | ISHARES TR | 15 | 15 | 0.18% | 0.37% | 0.54% | Q4 2014 | Q2 2018 | 15 |
ARKK | ARK ETF TR | 15 | 15 | 0.10% | 0.25% | 0.62% | Q1 2018 | Q3 2021 | 15 |
LLY | LILLY ELI & CO | 15 | 15 | 0.09% | 0.13% | 0.19% | Q1 2020 | Q3 2023 | 15 |
XMLV | INVESCO EXCH TRADED FD... | 6 | 1 | 0.07% | 0.08% | 0.09% | Q3 2018 | Q3 2023 | 15 |
FNDF | SCHWAB STRATEGIC TR | 14 | 14 | 0.91% | 3.35% | 4.63% | Q4 2016 | Q1 2020 | 14 |
TROW | PRICE T ROWE GROUP INC | 14 | 14 | 0.13% | 0.36% | 0.82% | Q1 2017 | Q2 2020 | 14 |
ILCG | ISHARES TR | 13 | 1 | 0.07% | 0.09% | 0.10% | Q3 2019 | Q3 2023 | 14 |
ESG | FLEXSHARES TR | 13 | 13 | 0.17% | 1.28% | 7.16% | Q3 2020 | Q3 2023 | 13 |
ECL | ECOLAB INC | 13 | 13 | 0.55% | 0.67% | 0.72% | Q4 2018 | Q4 2021 | 13 |
IBMO | ISHARES TR | 13 | 13 | 0.22% | 0.33% | 0.39% | Q3 2020 | Q3 2023 | 13 |
TSLA | TESLA INC | 13 | 13 | 0.09% | 0.20% | 0.27% | Q3 2020 | Q3 2023 | 13 |
DTE | DTE ENERGY CO | 5 | 4 | 0.07% | 0.08% | 0.10% | Q1 2019 | Q4 2022 | 13 |
JPIB | JP MORGAN EXCHANGE TRA... | 12 | 12 | 0.20% | 2.64% | 3.80% | Q3 2017 | Q2 2020 | 12 |
CSCO | CISCO SYS INC | 5 | 1 | 0.08% | 0.67% | 0.95% | Q4 2014 | Q3 2023 | 12 |
UNP | UNION PACIFIC CORP | 8 | 1 | 0.27% | 0.49% | 0.79% | Q2 2015 | Q3 2023 | 12 |
WY | WEYERHAEUSER CO MTN BE | 5 | 1 | 0.07% | 0.10% | 0.18% | Q4 2014 | Q1 2022 | 12 |
FB | META PLATFORMS INC | 9 | 3 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 12 |
JQUA | J P MORGAN EXCHANGE-TR... | 11 | 11 | 0.99% | 2.16% | 7.08% | Q1 2021 | Q3 2023 | 11 |
IVV | ISHARES TR | 10 | 1 | 0.03% | 1.08% | 2.60% | Q3 2019 | Q3 2023 | 11 |
AMGN | AMGEN INC | 5 | 2 | 0.44% | 0.98% | 1.60% | Q1 2015 | Q4 2019 | 11 |
LMT | LOCKHEED MARTIN CORP | 6 | 5 | 0.08% | 0.33% | 0.80% | Q3 2017 | Q2 2020 | 11 |
IBMF | ISHARES | 11 | 11 | 0.18% | 0.31% | 0.54% | Q4 2014 | Q2 2017 | 11 |
ACN | ACCENTURE PLC IRELAND | 4 | 3 | 0.07% | 0.26% | 0.81% | Q4 2015 | Q3 2023 | 11 |
DD | DU PONT E I DE NEMOURS... | 11 | 11 | 0.17% | 0.25% | 0.37% | Q4 2014 | Q2 2017 | 11 |
SUSA | ISHARES TR | 10 | 10 | 1.60% | 3.85% | 5.95% | Q2 2021 | Q3 2023 | 10 |
SCHP | SCHWAB STRATEGIC TR | 4 | 1 | 0.06% | 1.41% | 5.69% | Q4 2014 | Q3 2022 | 10 |
ITW | ILLINOIS TOOL WKS INC | 5 | 2 | 0.43% | 0.61% | 0.74% | Q4 2015 | Q3 2023 | 10 |
VTV | VANGUARD INDEX FDS | 9 | 9 | 0.17% | 1.85% | 3.22% | Q3 2018 | Q3 2020 | 9 |
VXUS | VANGUARD STAR FDS | 9 | 9 | 0.73% | 1.62% | 2.89% | Q3 2021 | Q3 2023 | 9 |
WFC | WELLS FARGO CO NEW | 6 | 1 | 0.10% | 0.84% | 1.52% | Q4 2014 | Q4 2017 | 9 |
CVS | CVS HEALTH CORP | 4 | 1 | 0.38% | 0.64% | 0.86% | Q3 2015 | Q1 2021 | 9 |
COST | COSTCO WHSL CORP NEW | 9 | 9 | 0.28% | 0.48% | 0.64% | Q1 2020 | Q1 2022 | 9 |
PAYX | PAYCHEX INC | 9 | 9 | 0.39% | 0.47% | 0.51% | Q2 2018 | Q2 2020 | 9 |
SPY | SPDR S&P 500 ETF TR | 9 | 9 | 0.14% | 0.32% | 1.07% | Q3 2021 | Q3 2023 | 9 |
SPDW | SPDR INDEX SHS FDS | 8 | 1 | 0.08% | 0.30% | 0.41% | Q4 2018 | Q2 2021 | 9 |
MDY | SPDR S&P MIDCAP 400 ET... | 9 | 9 | 0.12% | 0.17% | 0.24% | Q3 2021 | Q3 2023 | 9 |
GENERAL ELECTRIC CO | 9 | 9 | 0.08% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 9 | |
ESML | ISHARES TR | 5 | 4 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 9 |
VTIP | VANGUARD MALVERN FDS | 7 | 1 | 0.19% | 1.09% | 3.71% | Q4 2014 | Q3 2018 | 8 |
DIS | DISNEY WALT CO | 6 | 2 | 0.49% | 0.69% | 0.94% | Q3 2015 | Q1 2020 | 8 |
CB | CHUBB LIMITED | 5 | 3 | 0.35% | 0.52% | 0.76% | Q2 2016 | Q4 2022 | 8 |
ALL | ALLSTATE CORP | 4 | 1 | 0.08% | 0.48% | 0.74% | Q4 2014 | Q3 2023 | 8 |
IDLV | POWERSHARES ETF TR II | 8 | 8 | 0.21% | 0.33% | 0.38% | Q2 2016 | Q1 2018 | 8 |
STIP | ISHARES TR | 7 | 7 | 0.07% | 4.37% | 5.86% | Q4 2021 | Q2 2023 | 7 |
VYMI | VANGUARD WHITEHALL FDS | 7 | 7 | 1.46% | 2.02% | 2.83% | Q1 2022 | Q3 2023 | 7 |
FNDX | SCHWAB STRATEGIC TR | 5 | 2 | 0.27% | 1.83% | 4.83% | Q4 2014 | Q3 2023 | 7 |
ADBE | ADOBE SYSTEMS INCORPOR... | 7 | 7 | 0.38% | 0.50% | 0.59% | Q3 2020 | Q1 2022 | 7 |
IBMP | ISHARES TR | 7 | 7 | 0.22% | 0.26% | 0.29% | Q1 2022 | Q3 2023 | 7 |
DWDP | DOWDUPONT INC | 7 | 7 | 0.18% | 0.24% | 0.28% | Q3 2017 | Q1 2019 | 7 |
IBME | ISHARES | 7 | 7 | 0.18% | 0.22% | 0.26% | Q4 2014 | Q2 2016 | 7 |
WYNN | WYNN RESORTS LTD | 7 | 7 | 0.11% | 0.21% | 0.30% | Q1 2019 | Q3 2020 | 7 |
WPC | WP CAREY INC | 4 | 3 | 0.07% | 0.21% | 0.58% | Q4 2014 | Q2 2023 | 7 |
SMMV | ISHARES TR | 6 | 6 | 1.10% | 1.29% | 1.42% | Q4 2018 | Q1 2020 | 6 |
L | LOEWS CORP | 6 | 6 | 0.73% | 0.88% | 0.94% | Q3 2016 | Q4 2017 | 6 |
FDX | FEDEX CORP | 6 | 6 | 0.38% | 0.53% | 0.58% | Q3 2017 | Q4 2018 | 6 |
MDT | MEDTRONIC PLC | 6 | 6 | 0.43% | 0.49% | 0.56% | Q1 2019 | Q2 2020 | 6 |
WMT | WAL-MART STORES INC | 6 | 6 | 0.31% | 0.48% | 0.67% | Q3 2015 | Q4 2016 | 6 |
SPHD | INVESCO EXCHNG TRADED ... | 6 | 6 | 0.08% | 0.46% | 1.14% | Q2 2018 | Q3 2019 | 6 |
TWC | TIME WARNER CABLE INC | 6 | 6 | 0.20% | 0.22% | 0.26% | Q4 2014 | Q1 2016 | 6 |
JEPI | J P MORGAN EXCHANGE TR... | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
ALTS | PROSHARES TR | 5 | 5 | 0.42% | 5.25% | 8.67% | Q4 2014 | Q4 2015 | 5 |
USFR | WISDOMTREE TR | 5 | 5 | 0.62% | 2.74% | 6.20% | Q1 2019 | Q1 2020 | 5 |
KR | KROGER CO | 5 | 5 | 1.29% | 1.46% | 1.59% | Q4 2014 | Q4 2015 | 5 |
LUV | SOUTHWEST AIRLS CO | 5 | 5 | 0.87% | 1.04% | 1.13% | Q4 2014 | Q4 2015 | 5 |
WBA | WALGREENS BOOTS ALLIAN... | 5 | 5 | 0.66% | 0.82% | 0.90% | Q1 2018 | Q1 2019 | 5 |
ADP | AUTOMATIC DATA PROCESS... | 5 | 5 | 0.54% | 0.74% | 0.95% | Q4 2015 | Q4 2016 | 5 |
RE | EVEREST RE GROUP LTD | 5 | 5 | 0.58% | 0.67% | 0.74% | Q1 2015 | Q1 2016 | 5 |
TGT | TARGET CORP | 5 | 5 | 0.55% | 0.66% | 0.76% | Q1 2021 | Q1 2022 | 5 |
SPHD | POWERSHARES ETF TR II | 5 | 5 | 0.46% | 0.65% | 0.74% | Q1 2017 | Q1 2018 | 5 |
TTE | TOTAL S A | 3 | 2 | 0.31% | 0.61% | 1.06% | Q4 2014 | Q2 2019 | 5 |
VCSH | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.12% | 0.59% | 2.38% | Q2 2016 | Q2 2017 | 5 |
MSI | MOTOROLA SOLUTIONS INC | 5 | 5 | 0.49% | 0.58% | 0.64% | Q1 2019 | Q1 2020 | 5 |
MCK | MCKESSON CORP | 5 | 5 | 0.41% | 0.51% | 0.57% | Q4 2014 | Q4 2015 | 5 |
ABBV | ABBVIE INC | 4 | 1 | 0.34% | 0.50% | 0.72% | Q4 2015 | Q2 2018 | 5 |
RALS | PROSHARES TR | 5 | 5 | 0.18% | 0.43% | 0.84% | Q4 2014 | Q4 2015 | 5 |
BAC | BK OF AMERICA CORP | 5 | 5 | 0.25% | 0.30% | 0.36% | Q4 2021 | Q4 2022 | 5 |
SCHX | SCHWAB STRATEGIC TR | 5 | 5 | 0.18% | 0.20% | 0.22% | Q3 2022 | Q3 2023 | 5 |
QQEW | FIRST TR NAS100 EQ WEI... | 5 | 5 | 0.11% | 0.16% | 0.31% | Q3 2022 | Q3 2023 | 5 |
VNQI | VANGUARD INTL EQUITY I... | 5 | 5 | 0.11% | 0.13% | 0.17% | Q1 2019 | Q1 2020 | 5 |
AMAT | APPLIED MATLS INC | 5 | 5 | 0.07% | 0.09% | 0.09% | Q1 2021 | Q1 2022 | 5 |
GOOGL | ALPHABET INC | 3 | 1 | 0.01% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 5 |
JCPB | J P MORGAN EXCHANGE TR... | 4 | 4 | 4.11% | 5.00% | 5.37% | Q4 2022 | Q3 2023 | 4 |
QAI | INDEXIQ ETF TR | 4 | 4 | 0.33% | 2.35% | 4.99% | Q1 2015 | Q4 2015 | 4 |
R | RYDER SYS INC | 4 | 4 | 1.33% | 1.39% | 1.45% | Q4 2014 | Q3 2015 | 4 |
MINT | PIMCO ETF TR | 4 | 4 | 1.21% | 1.28% | 1.35% | Q4 2022 | Q3 2023 | 4 |
HRL | HORMEL FOODS CORP | 4 | 4 | 1.02% | 1.24% | 1.38% | Q2 2015 | Q1 2016 | 4 |
DGRW | WISDOMTREE TR | 4 | 4 | 0.71% | 1.04% | 1.34% | Q4 2022 | Q3 2023 | 4 |
CHD | CHURCH & DWIGHT INC | 4 | 4 | 0.90% | 1.01% | 1.18% | Q3 2015 | Q2 2016 | 4 |
CAT | CATERPILLAR INC DEL | 4 | 4 | 0.72% | 0.81% | 0.90% | Q4 2017 | Q3 2018 | 4 |
BDX | BECTON DICKINSON & CO | 3 | 1 | 0.62% | 0.75% | 0.87% | Q1 2016 | Q2 2017 | 4 |
CM | CDN IMPERIAL BK COMM T... | 4 | 4 | 0.68% | 0.74% | 0.81% | Q2 2017 | Q1 2018 | 4 |
ABT | ABBOTT LABS | 4 | 4 | 0.62% | 0.70% | 0.74% | Q4 2022 | Q3 2023 | 4 |
SO | SOUTHERN CO | 4 | 4 | 0.25% | 0.64% | 0.86% | Q1 2016 | Q4 2016 | 4 |
DHR | DANAHER CORPORATION | 2 | 2 | 0.51% | 0.63% | 0.74% | Q3 2015 | Q1 2023 | 4 |
VZ | VERIZON COMMUNICATIONS... | 4 | 4 | 0.58% | 0.61% | 0.66% | Q4 2014 | Q3 2015 | 4 |
PSA | PUBLIC STORAGE | 3 | 1 | 0.32% | 0.54% | 0.79% | Q4 2015 | Q3 2023 | 4 |
USB | US BANCORP DEL | 4 | 4 | 0.45% | 0.52% | 0.55% | Q1 2019 | Q4 2019 | 4 |
UPS | UNITED PARCEL SERVICE INC | 2 | 1 | 0.12% | 0.50% | 0.83% | Q1 2016 | Q4 2019 | 4 |
KMB | KIMBERLY-CLARK CORP | 3 | 1 | 0.38% | 0.48% | 0.72% | Q3 2016 | Q4 2020 | 4 |
TXN | TEXAS INSTRS INC | 3 | 1 | 0.15% | 0.46% | 0.75% | Q3 2016 | Q4 2017 | 4 |
BK | BANK NEW YORK MELLON CORP | 4 | 4 | 0.35% | 0.38% | 0.41% | Q4 2017 | Q3 2018 | 4 |
ADI | ANALOG DEVICES INC | 4 | 4 | 0.32% | 0.38% | 0.43% | Q4 2022 | Q3 2023 | 4 |
ROOF | INDEXIQ ETF TR | 4 | 4 | 0.20% | 0.37% | 0.53% | Q2 2015 | Q1 2016 | 4 |
TPL | TEXAS PAC LD TR | 4 | 4 | 0.32% | 0.37% | 0.40% | Q1 2019 | Q4 2019 | 4 |
VTEB | VANGUARD MUN BD FDS | 4 | 4 | 0.30% | 0.35% | 0.39% | Q4 2022 | Q3 2023 | 4 |
TMO | THERMO FISHER SCIENTIF... | 4 | 4 | 0.19% | 0.31% | 0.38% | Q1 2015 | Q4 2015 | 4 |
TKR | TIMKEN CO | 4 | 4 | 0.26% | 0.30% | 0.33% | Q1 2019 | Q4 2019 | 4 |
SCHG | SCHWAB STRATEGIC TR | 4 | 4 | 0.19% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
IGRO | ISHARES TR | 4 | 4 | 0.14% | 0.21% | 0.30% | Q4 2022 | Q3 2023 | 4 |
SCHA | SCHWAB STRATEGIC TR | 3 | 1 | 0.12% | 0.21% | 0.24% | Q1 2018 | Q3 2022 | 4 |
ONEY | SPDR SER TR | 4 | 4 | 0.10% | 0.19% | 0.26% | Q4 2022 | Q3 2023 | 4 |
IEMG | ISHARES INC | 2 | 1 | 0.08% | 0.18% | 0.29% | Q4 2015 | Q4 2020 | 4 |
CAPITAL GROUP INTL FOC... | 4 | 4 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 | |
IXUS | ISHARES TR | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
QUAL | ISHARES TR | 3 | 3 | 2.41% | 3.18% | 3.82% | Q2 2020 | Q4 2020 | 3 |
BX | BLACKSTONE GROUP L P | 3 | 3 | 1.03% | 1.16% | 1.27% | Q4 2014 | Q2 2015 | 3 |
TSM | TAIWAN SEMICONDUCTOR M... | 3 | 3 | 0.98% | 1.01% | 1.04% | Q4 2014 | Q2 2015 | 3 |
AET | AETNA INC NEW | 3 | 3 | 0.65% | 0.73% | 0.78% | Q2 2015 | Q4 2015 | 3 |
DEO | DIAGEO P L C | 3 | 3 | 0.66% | 0.73% | 0.78% | Q4 2016 | Q2 2017 | 3 |
EFX | EQUIFAX INC | 3 | 3 | 0.69% | 0.72% | 0.75% | Q3 2015 | Q1 2016 | 3 |
M | MACYS INC | 3 | 3 | 0.62% | 0.64% | 0.67% | Q4 2014 | Q2 2015 | 3 |
GIS | GENERAL MLS INC | 2 | 1 | 0.25% | 0.63% | 0.86% | Q1 2016 | Q3 2017 | 3 |
GSK | GLAXOSMITHKLINE PLC | 3 | 3 | 0.28% | 0.56% | 0.71% | Q4 2016 | Q2 2017 | 3 |
MA | MASTERCARD INCORPORATED | 3 | 3 | 0.47% | 0.49% | 0.51% | Q1 2023 | Q3 2023 | 3 |
LOW | LOWES COS INC | 3 | 3 | 0.17% | 0.40% | 0.54% | Q2 2017 | Q4 2017 | 3 |
ETN | EATON CORP PLC | 3 | 3 | 0.36% | 0.38% | 0.41% | Q3 2019 | Q1 2020 | 3 |
CNI | CANADIAN NATL RY CO | 3 | 3 | 0.15% | 0.34% | 0.44% | Q2 2017 | Q4 2017 | 3 |
JCI | JOHNSON CTLS INC | 3 | 3 | 0.23% | 0.33% | 0.42% | Q4 2014 | Q2 2015 | 3 |
IBMD | ISHARES | 3 | 3 | 0.22% | 0.22% | 0.23% | Q4 2014 | Q2 2015 | 3 |
IBMQ | ISHARES TR | 3 | 3 | 0.14% | 0.21% | 0.25% | Q1 2023 | Q3 2023 | 3 |
HTLF | HEARTLAND FINL USA INC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q4 2019 | 3 |
ESGV | VANGUARD WORLD FD | 3 | 3 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q4 2021 | 3 |
IWO | ISHARES TR | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
DSI | ISHARES TR | 3 | 3 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q1 2022 | 3 |
VOO | VANGUARD INDEX FDS | 2 | 1 | 0.01% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 3 |
JSCP | J P MORGAN EXCHANGE TR... | 2 | 2 | 4.62% | 4.90% | 5.18% | Q2 2023 | Q3 2023 | 2 |
OEF | ISHARES TR | 2 | 2 | 3.30% | 3.37% | 3.44% | Q2 2023 | Q3 2023 | 2 |
SWK | STANLEY BLACK & DECKER... | 2 | 2 | 0.84% | 0.90% | 0.96% | Q1 2015 | Q2 2015 | 2 |
DCI | DONALDSON INC | 2 | 2 | 0.81% | 0.89% | 0.98% | Q3 2016 | Q4 2016 | 2 |
SYY | SYSCO CORP | 2 | 2 | 0.70% | 0.78% | 0.87% | Q3 2016 | Q4 2016 | 2 |
TWX | TIME WARNER INC | 2 | 2 | 0.75% | 0.77% | 0.80% | Q1 2015 | Q2 2015 | 2 |
TEVA | TEVA PHARMACEUTICAL IN... | 2 | 2 | 0.77% | 0.77% | 0.77% | Q4 2014 | Q1 2015 | 2 |
UTX | UNITED TECHNOLOGIES CORP | 2 | 2 | 0.67% | 0.75% | 0.83% | Q3 2016 | Q4 2016 | 2 |
CSL | CARLISLE COS INC | 2 | 2 | 0.61% | 0.65% | 0.69% | Q3 2015 | Q4 2015 | 2 |
IEFA | ISHARES TR | 2 | 2 | 0.58% | 0.63% | 0.67% | Q4 2015 | Q1 2016 | 2 |
NVO | NOVO-NORDISK A S | 2 | 2 | 0.58% | 0.60% | 0.62% | Q4 2015 | Q1 2016 | 2 |
DOW | DOW CHEM CO | 2 | 2 | 0.54% | 0.59% | 0.64% | Q1 2015 | Q2 2015 | 2 |
DUK | DUKE ENERGY CORP NEW | 2 | 2 | 0.52% | 0.54% | 0.55% | Q2 2022 | Q3 2022 | 2 |
BAX | BAXTER INTL INC | 2 | 2 | 0.51% | 0.54% | 0.56% | Q4 2014 | Q1 2015 | 2 |
AJG | GALLAGHER ARTHUR J & CO | 2 | 2 | 0.47% | 0.49% | 0.51% | Q1 2019 | Q2 2019 | 2 |
B108PS | ACTAVIS PLC | 2 | 2 | 0.44% | 0.48% | 0.52% | Q4 2014 | Q1 2015 | 2 |
ROCK | GIBRALTAR INDS INC | 2 | 2 | 0.45% | 0.48% | 0.51% | Q2 2023 | Q3 2023 | 2 |
JNPR | JUNIPER NETWORKS INC | 2 | 2 | 0.41% | 0.43% | 0.46% | Q2 2023 | Q3 2023 | 2 |
ALSN | ALLISON TRANSMISSION H... | 2 | 2 | 0.38% | 0.42% | 0.46% | Q4 2018 | Q1 2019 | 2 |
A | AGILENT TECHNOLOGIES INC | 2 | 2 | 0.31% | 0.34% | 0.38% | Q1 2023 | Q2 2023 | 2 |
HP | HELMERICH & PAYNE INC | 2 | 2 | 0.33% | 0.34% | 0.35% | Q1 2019 | Q2 2019 | 2 |
XLU | SELECT SECTOR SPDR TR | 2 | 2 | 0.30% | 0.31% | 0.33% | Q4 2014 | Q1 2015 | 2 |
SHPG | SHIRE PLC | 2 | 2 | 0.12% | 0.25% | 0.37% | Q2 2016 | Q3 2016 | 2 |
XEC | CIMAREX ENERGY CO | 2 | 2 | 0.23% | 0.25% | 0.26% | Q1 2019 | Q2 2019 | 2 |
WRE | WASHINGTON REAL ESTATE... | 2 | 2 | 0.16% | 0.18% | 0.20% | Q4 2014 | Q1 2015 | 2 |
FBND | FIDELITY MERRIMACK STR TR | 2 | 2 | 0.14% | 0.16% | 0.19% | Q2 2023 | Q3 2023 | 2 |
SCHF | SCHWAB STRATEGIC TR | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2016 | Q1 2017 | 2 |
VDE | VANGUARD WORLD FDS | 2 | 2 | 0.09% | 0.11% | 0.12% | Q3 2022 | Q4 2022 | 2 |
NFLX | NETFLIX INC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
BIV | VANGUARD BD INDEX FDS | 1 | 1 | 7.55% | 7.55% | 7.55% | Q3 2020 | Q3 2020 | 1 |
MBB | ISHARES TR | 1 | 1 | 3.21% | 3.21% | 3.21% | Q1 2021 | Q1 2021 | 1 |
SEE | SEALED AIR CORP NEW | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2014 | Q4 2014 | 1 |
NOC | NORTHROP GRUMMAN CORP | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2014 | Q4 2014 | 1 |
VIOO | VANGUARD ADMIRAL FDS INC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2018 | Q3 2018 | 1 |
NWBI | NORTHWEST BANCSHARES I... | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2016 | Q4 2016 | 1 |
TM | TOYOTA MOTOR CORP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2017 | Q1 2017 | 1 |
ATO | ATMOS ENERGY CORP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2016 | Q2 2016 | 1 |
AEP | AMERICAN ELEC PWR INC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2018 | Q4 2018 | 1 |
INFY | INFOSYS LTD | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2017 | Q1 2017 | 1 |
ANTM | ANTHEM INC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2021 | Q1 2021 | 1 |
OMI | OWENS & MINOR INC NEW | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2017 | Q1 2017 | 1 |
CAG | CONAGRA FOODS INC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2014 | Q4 2014 | 1 |
LH | LABORATORY CORP AMER H... | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2018 | Q3 2018 | 1 |
STLD | STEEL DYNAMICS INC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2015 | Q1 2015 | 1 |
UL | UNILEVER PLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2018 | Q1 2018 | 1 |
AGN | ALLERGAN PLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2015 | Q2 2015 | 1 |
GD | GENERAL DYNAMICS CORP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2015 | Q2 2015 | 1 |
AVY | AVERY DENNISON CORP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2014 | Q4 2014 | 1 |
URI | UNITED RENTALS INC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2018 | Q3 2018 | 1 |
TRV | TRAVELERS COMPANIES INC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2019 | Q3 2019 | 1 |
CAJ | CANON INC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2014 | Q4 2014 | 1 |
CBSH | COMMERCE BANCSHARES INC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2018 | Q4 2018 | 1 |
FE | FIRSTENERGY CORP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2014 | Q4 2014 | 1 |
WRB | W R BERKLEY CORPORATION | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2018 | Q4 2018 | 1 |
NVDA | NVIDIA CORPORATION | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
TECD | TECH DATA CORP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2018 | Q1 2018 | 1 |
IWN | ISHARES TR | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2022 | Q3 2022 | 1 |
FNDE | SCHWAB STRATEGIC TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
J P MORGAN EXCHANGE TR... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 | |
PXF | INVESCO EXCH TRADED FD... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
SCHH | SCHWAB STRATEGIC TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
FLWS | FLWS/1-800 FLOWERS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
RWR | SPDR SER TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
PRFZ | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
SCHE | SCHWAB STRATEGIC TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
IAU | ISHARES GOLD TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
CAMT | CAMTEK LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
HRB | BLOCK H & R INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
MCD | MCDONALDS CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
FEZ | SPDR INDEX SHS FDS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
IVW | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
IJR | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
NVAX | NOVAVAX INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
IBB | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
VBK | VANGUARD INDEX FDS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
VV | VANGUARD INDEX FDS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
BND | VANGUARD BD INDEX FD INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
SND | SMART SAND INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
VEU | VANGUARD INTL EQUITY I... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
IWR | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
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The securities at the top of the list , including ISHARES TR, SCHWAB STRATEGIC TR, and VANGUARD INDEX FDS, are the highest-conviction holdings of Roof Eidam Maycock Peralta, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Roof Eidam Maycock Peralta, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Roof Eidam Maycock Peralta, LLC owns currently or has owned in the past.