341 is the total number of securities BURNS J W & CO INC/NY has owned. The longest BURNS J W & CO INC/NY has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 42 | 42 | 2.32% | 5.95% | 11.14% | Q2 2013 | Q3 2023 | 42 |
MSFT | MICROSOFT CORP | 42 | 42 | 2.50% | 4.99% | 8.03% | Q2 2013 | Q3 2023 | 42 |
V | VISA INC | 42 | 42 | 3.17% | 4.61% | 6.16% | Q2 2013 | Q3 2023 | 42 |
PEP | PEPSICO INC. | 42 | 42 | 2.41% | 2.99% | 3.40% | Q2 2013 | Q3 2023 | 42 |
DIS | WALT DISNEY CO | 42 | 42 | 0.71% | 2.19% | 3.28% | Q2 2013 | Q3 2023 | 42 |
PG | PROCTER & GAMBLE CO | 42 | 42 | 1.41% | 2.04% | 2.85% | Q2 2013 | Q3 2023 | 42 |
CVX | CHEVRON CORPORATION | 42 | 42 | 0.96% | 2.03% | 3.50% | Q2 2013 | Q3 2023 | 42 |
BMY | BRISTOL-MYERS SQUIBB C... | 42 | 42 | 0.52% | 1.93% | 3.72% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON COM | 42 | 42 | 1.57% | 1.89% | 2.22% | Q2 2013 | Q3 2023 | 42 |
MCD | MCDONALDS CORP COM | 42 | 42 | 1.39% | 1.86% | 2.34% | Q2 2013 | Q3 2023 | 42 |
BRKB | BERKSHIRE HATHAWAY INC... | 42 | 42 | 1.05% | 1.83% | 2.47% | Q2 2013 | Q3 2023 | 42 |
JPM | JPMORGAN CHASE & CO COM | 42 | 42 | 1.06% | 1.59% | 2.17% | Q2 2013 | Q3 2023 | 42 |
SBUX | STARBUCKS CORP COM | 42 | 42 | 1.11% | 1.57% | 1.97% | Q2 2013 | Q3 2023 | 42 |
XOM | EXXON MOBIL CORPORATION | 42 | 42 | 0.28% | 1.44% | 3.41% | Q2 2013 | Q3 2023 | 42 |
NSC | NORFOLK SOUTHN CORP COM | 42 | 42 | 0.92% | 1.32% | 1.63% | Q2 2013 | Q3 2023 | 42 |
SYK | STRYKER CORPORATION COM | 42 | 42 | 1.00% | 1.27% | 1.62% | Q2 2013 | Q3 2023 | 42 |
PAYX | PAYCHEX INC COM | 42 | 42 | 0.82% | 1.14% | 1.46% | Q2 2013 | Q3 2023 | 42 |
VZ | VERIZON COMMUNICATIONS... | 42 | 42 | 0.35% | 1.14% | 1.61% | Q2 2013 | Q3 2023 | 42 |
IBB | NASDAQ BIOTECH ETF | 42 | 42 | 0.46% | 0.96% | 2.14% | Q2 2013 | Q3 2023 | 42 |
TMO | THERMO FISHER SCIENTIF... | 42 | 42 | 0.62% | 0.94% | 1.48% | Q2 2013 | Q3 2023 | 42 |
PM | PHILIP MORRIS INTL INC... | 42 | 42 | 0.27% | 0.92% | 2.18% | Q2 2013 | Q3 2023 | 42 |
XLF | S&P FINANCIAL SECTOR ETF | 42 | 42 | 0.34% | 0.91% | 1.42% | Q2 2013 | Q3 2023 | 42 |
VIG | VANGUARD DIVIDEND APPR... | 42 | 42 | 0.72% | 0.90% | 1.64% | Q2 2013 | Q3 2023 | 42 |
PFF | S&P US PREFERRED INDEX | 42 | 42 | 0.17% | 0.87% | 1.78% | Q2 2013 | Q3 2023 | 42 |
PFE | PFIZER INCORPORATED | 42 | 42 | 0.42% | 0.84% | 1.13% | Q2 2013 | Q3 2023 | 42 |
KO | COCA COLA CO COM | 42 | 42 | 0.58% | 0.81% | 1.14% | Q2 2013 | Q3 2023 | 42 |
HD | HOME DEPOT INC COM | 42 | 42 | 0.42% | 0.79% | 1.07% | Q2 2013 | Q3 2023 | 42 |
MO | ALTRIA GROUP (PHILIP M... | 42 | 42 | 0.18% | 0.79% | 1.43% | Q2 2013 | Q3 2023 | 42 |
WM | WASTE MGMT INC (NEW) | 42 | 42 | 0.20% | 0.74% | 1.45% | Q2 2013 | Q3 2023 | 42 |
AMGN | AMGEN INCORPORATED | 42 | 42 | 0.16% | 0.71% | 1.21% | Q2 2013 | Q3 2023 | 42 |
SJM | SMUCKER J M CO COM NEW | 42 | 42 | 0.16% | 0.71% | 1.60% | Q2 2013 | Q3 2023 | 42 |
YUM | YUM BRANDS INC COM | 42 | 42 | 0.46% | 0.64% | 0.94% | Q2 2013 | Q3 2023 | 42 |
LOW | LOWES COS INC COM | 42 | 42 | 0.14% | 0.61% | 1.05% | Q2 2013 | Q3 2023 | 42 |
ABT | ABBOTT LABS COM | 42 | 42 | 0.24% | 0.61% | 1.08% | Q2 2013 | Q3 2023 | 42 |
T | AT&T INC COM | 42 | 42 | 0.06% | 0.57% | 1.15% | Q2 2013 | Q3 2023 | 42 |
COST | COSTCO WHOLESALE CORP | 42 | 42 | 0.15% | 0.53% | 1.32% | Q2 2013 | Q3 2023 | 42 |
VTI | VANGUARD TOTAL STOCK M... | 42 | 42 | 0.35% | 0.49% | 0.89% | Q2 2013 | Q3 2023 | 42 |
KMB | KIMBERLY-CLARK CORP COM | 42 | 42 | 0.23% | 0.48% | 0.74% | Q2 2013 | Q3 2023 | 42 |
ABBV | ABBVIE INC. | 42 | 42 | 0.24% | 0.48% | 0.93% | Q2 2013 | Q3 2023 | 42 |
CLX | CLOROX CO DEL COM | 42 | 42 | 0.22% | 0.45% | 0.64% | Q2 2013 | Q3 2023 | 42 |
IBM | INTERNATIONAL BUSINESS... | 42 | 42 | 0.05% | 0.45% | 2.08% | Q2 2013 | Q3 2023 | 42 |
OXY | OCCIDENTAL PETROLEUM CORP | 42 | 42 | 0.04% | 0.44% | 1.17% | Q2 2013 | Q3 2023 | 42 |
HSY | THE HERSHEY COMPANY | 42 | 42 | 0.22% | 0.41% | 0.90% | Q2 2013 | Q3 2023 | 42 |
URI | UNITED RENTALS INC COM | 42 | 42 | 0.13% | 0.37% | 0.74% | Q2 2013 | Q3 2023 | 42 |
SO | SOUTHERN COMPANY | 42 | 42 | 0.22% | 0.35% | 0.47% | Q2 2013 | Q3 2023 | 42 |
NVS | NOVARTIS AG SPONSORED ADR | 42 | 42 | 0.12% | 0.33% | 0.54% | Q2 2013 | Q3 2023 | 42 |
FDX | FEDEX CORP COM | 42 | 42 | 0.10% | 0.33% | 0.89% | Q2 2013 | Q3 2023 | 42 |
BA | BOEING CO COM | 42 | 42 | 0.12% | 0.32% | 0.88% | Q2 2013 | Q3 2023 | 42 |
INTC | INTEL CORP COM | 42 | 42 | 0.12% | 0.32% | 0.47% | Q2 2013 | Q3 2023 | 42 |
UNP | UNION PACIFIC CORP | 42 | 42 | 0.14% | 0.25% | 0.35% | Q2 2013 | Q3 2023 | 42 |
HSIC | SCHEIN HENRY INC | 42 | 42 | 0.15% | 0.25% | 0.36% | Q2 2013 | Q3 2023 | 42 |
ZBH | ZIMMER HOLDINGS | 42 | 42 | 0.10% | 0.23% | 0.37% | Q2 2013 | Q3 2023 | 42 |
IWF | RUSSELL 1000 GROWTH ETF | 42 | 42 | 0.17% | 0.22% | 0.27% | Q2 2013 | Q3 2023 | 42 |
CSCO | CISCO SYSTEMS INC | 42 | 42 | 0.09% | 0.19% | 0.46% | Q2 2013 | Q3 2023 | 42 |
ADP | AUTOMATIC DATA PROCESS... | 42 | 42 | 0.08% | 0.16% | 0.45% | Q2 2013 | Q3 2023 | 42 |
IVW | S&P 500 GROWTH S&P | 42 | 42 | 0.10% | 0.16% | 0.20% | Q2 2013 | Q3 2023 | 42 |
SDY | SPDR S&P DIVIDEND ETF | 42 | 42 | 0.11% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 42 |
MRK | MERCK & CO INC COM | 42 | 42 | 0.10% | 0.14% | 0.22% | Q2 2013 | Q3 2023 | 42 |
DFS | DISCOVER FINL SVCS COM | 42 | 42 | 0.07% | 0.14% | 0.18% | Q2 2013 | Q3 2023 | 42 |
MMM | 3M COMPANY | 42 | 42 | 0.04% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
DIA | SPDR DOW JONES ETF | 42 | 42 | 0.07% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
GLW | CORNING INC COM | 42 | 42 | 0.07% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
TRV | TRAVELERS COMPANIES IN... | 42 | 42 | 0.08% | 0.11% | 0.13% | Q2 2013 | Q3 2023 | 42 |
CAG | CONAGRA FOODS INC | 42 | 42 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
CL | COLGATE PALMOLIVE CO COM | 42 | 42 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
TR | TOOTSIE ROLL INDS INC COM | 42 | 42 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
JBLU | JETBLUE AWYS CORP COM | 42 | 42 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
ADSK | AUTODESK INC COM | 41 | 41 | 0.09% | 0.18% | 0.32% | Q3 2013 | Q3 2023 | 41 |
AMZN | AMAZON INC | 40 | 40 | 0.07% | 1.56% | 3.12% | Q4 2013 | Q3 2023 | 40 |
ICE | INTERCONTINENT EXCHANGE | 40 | 40 | 0.19% | 0.30% | 0.39% | Q4 2013 | Q3 2023 | 40 |
IJH | S&P MIDCAP 400 ETF | 39 | 39 | 0.25% | 1.25% | 1.83% | Q1 2014 | Q3 2023 | 39 |
MS | MORGAN STANLEY COM NEW | 30 | 9 | 0.07% | 0.81% | 1.26% | Q4 2013 | Q3 2023 | 39 |
CHD | CHURCH & DWIGHT CO INC... | 38 | 38 | 0.09% | 0.42% | 0.64% | Q2 2014 | Q3 2023 | 38 |
VYM | VANGUARD HIGH DIV YIEL... | 38 | 38 | 0.17% | 0.33% | 0.72% | Q2 2014 | Q3 2023 | 38 |
CBU | COMMUNITY BK SYS INC COM | 38 | 38 | 0.05% | 0.15% | 0.24% | Q2 2014 | Q3 2023 | 38 |
LMT | LOCKHEED MARTIN CORP COM | 38 | 38 | 0.08% | 0.13% | 0.19% | Q2 2014 | Q3 2023 | 38 |
BLK | BLACKROCK INC COM | 38 | 38 | 0.09% | 0.11% | 0.14% | Q2 2014 | Q3 2023 | 38 |
SPY | SPDRS S&P ETF | 36 | 1 | 0.19% | 0.77% | 1.13% | Q2 2013 | Q3 2023 | 37 |
CME | CME GRP | 37 | 37 | 0.09% | 0.58% | 0.93% | Q3 2014 | Q3 2023 | 37 |
BAC | BANK OF AMERICA CORP | 27 | 4 | 0.04% | 0.41% | 0.83% | Q2 2013 | Q3 2023 | 37 |
GLD | S&P GOLD SHARES ETF | 23 | 14 | 0.05% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 37 |
EBAY | EBAY INC | 36 | 36 | 0.14% | 0.41% | 1.13% | Q2 2013 | Q1 2022 | 36 |
QCOM | QUALCOMM INC COM | 18 | 4 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 36 |
GILD | GILEAD SCIENCES INC | 35 | 35 | 0.11% | 0.78% | 2.30% | Q2 2013 | Q4 2021 | 35 |
FB | META PLATFORMS INC CL A | 33 | 2 | 0.07% | 0.62% | 1.07% | Q3 2014 | Q3 2023 | 35 |
KEY | KEY CORP | 35 | 35 | 0.04% | 0.22% | 0.61% | Q2 2013 | Q4 2021 | 35 |
TMP | TOMPKINS FINL CORP COM | 35 | 35 | 0.05% | 0.18% | 0.35% | Q1 2015 | Q3 2023 | 35 |
MDT | MEDTRONIC PLC SHS | 35 | 35 | 0.07% | 0.17% | 0.25% | Q1 2015 | Q3 2023 | 35 |
IFF | INTL FLAVOR & FRAGRANCE | 35 | 35 | 0.06% | 0.11% | 0.14% | Q2 2013 | Q4 2021 | 35 |
ED | CONSOLIDATED EDISON IN... | 35 | 35 | 0.08% | 0.10% | 0.15% | Q1 2015 | Q3 2023 | 35 |
SPWR | SUNPOWER CORP COM CL A | 35 | 35 | 0.03% | 0.07% | 0.16% | Q4 2014 | Q2 2023 | 35 |
TD | TORONTO DOMINION BK ON... | 35 | 35 | 0.04% | 0.07% | 0.08% | Q1 2015 | Q3 2023 | 35 |
NFLX | NETFLIX INC COM | 33 | 33 | 0.53% | 1.27% | 2.06% | Q3 2015 | Q3 2023 | 33 |
PYPL | PAYPAL HOLDINGS INC | 33 | 33 | 0.04% | 0.82% | 2.29% | Q3 2015 | Q3 2023 | 33 |
NRTLQ | NORTEL NETWORKS CORP | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 33 |
GOOG | ALPHABET CL C | 32 | 32 | 1.12% | 1.96% | 3.02% | Q4 2015 | Q3 2023 | 32 |
BDX | BECTON DICKINSON & CO COM | 32 | 32 | 0.64% | 1.07% | 1.61% | Q4 2015 | Q3 2023 | 32 |
GOOGL | ALPHABET CLASS A | 32 | 32 | 0.35% | 0.64% | 0.84% | Q4 2015 | Q3 2023 | 32 |
XLK | S&P TECHNOLOGY SECTOR ETF | 32 | 32 | 0.11% | 0.49% | 0.70% | Q4 2015 | Q3 2023 | 32 |
IAU | ISHARES GOLD ETF | 32 | 32 | 0.08% | 0.16% | 0.46% | Q2 2013 | Q1 2021 | 32 |
DHR | DANAHER CORPORATION COM | 31 | 31 | 0.39% | 1.45% | 2.06% | Q1 2016 | Q3 2023 | 31 |
DE | JOHN DEERE & CO | 14 | 2 | 0.05% | 0.43% | 1.35% | Q2 2013 | Q3 2023 | 31 |
KRE | S&P REGIONAL BANKING ETF | 13 | 9 | 0.04% | 0.14% | 0.32% | Q4 2013 | Q4 2022 | 31 |
CAT | CATERPILLAR INC COM | 19 | 1 | 0.05% | 0.13% | 0.56% | Q2 2013 | Q3 2023 | 31 |
WCN | WASTE CONNECTIONS INC COM | 30 | 30 | 0.30% | 0.40% | 0.49% | Q2 2016 | Q3 2023 | 30 |
XLI | S&P INDUSTRIAL SECTOR ETF | 29 | 29 | 0.06% | 0.81% | 0.99% | Q3 2016 | Q3 2023 | 29 |
DUK | DUKE ENERGY CORP NEW C... | 26 | 3 | 0.04% | 0.06% | 0.07% | Q1 2016 | Q3 2023 | 29 |
UTX | UNITED TECHNOLOGIES CORP | 28 | 28 | 0.55% | 0.89% | 1.02% | Q2 2013 | Q1 2020 | 28 |
XLE | S&P ENERGY SELECT ETF | 28 | 28 | 0.06% | 0.21% | 0.41% | Q4 2016 | Q3 2023 | 28 |
FPE | FIRST TRUST PREF SEC &... | 28 | 28 | 0.07% | 0.17% | 0.25% | Q4 2016 | Q3 2023 | 28 |
LUMN | LUMEN TECHNOLOGIES | 17 | 11 | 0.06% | 0.15% | 0.39% | Q2 2013 | Q4 2020 | 28 |
C | CITIGROUP NEW | 25 | 1 | 0.03% | 0.10% | 0.13% | Q2 2013 | Q2 2021 | 28 |
APH | AMPHENOL CORP NEW CL A | 28 | 28 | 0.08% | 0.10% | 0.12% | Q4 2016 | Q3 2023 | 28 |
IWV | ISHARES RUSSELL 3000 ETF | 28 | 28 | 0.05% | 0.08% | 0.09% | Q4 2016 | Q3 2023 | 28 |
NDSN | NORDSON CORP COM | 28 | 28 | 0.06% | 0.07% | 0.09% | Q4 2016 | Q3 2023 | 28 |
DLX | DELUXE CORP | 27 | 27 | 0.24% | 1.28% | 1.85% | Q2 2013 | Q4 2019 | 27 |
WFC | WELLS FARGO & CO NEW | 27 | 27 | 0.05% | 0.85% | 1.82% | Q2 2013 | Q4 2019 | 27 |
ORCL | ORACLE CORPORATION | 27 | 27 | 0.42% | 0.79% | 1.08% | Q2 2013 | Q4 2019 | 27 |
STZ | CONSTELLATION BRANDS I... | 27 | 27 | 0.18% | 0.35% | 0.61% | Q1 2017 | Q3 2023 | 27 |
ITA | ISHARES U.S. AEROSPACE... | 27 | 27 | 0.15% | 0.25% | 0.37% | Q1 2017 | Q3 2023 | 27 |
MET | METLIFE INC COM | 27 | 27 | 0.13% | 0.23% | 0.43% | Q1 2017 | Q3 2023 | 27 |
IJK | S&P MID-CAP 400 GWTH ETF | 27 | 27 | 0.05% | 0.21% | 0.38% | Q2 2013 | Q4 2019 | 27 |
IYW | ISHARES U.S. TECHNOLOG... | 27 | 27 | 0.05% | 0.07% | 0.08% | Q1 2017 | Q3 2023 | 27 |
CELG | CELGENE CORP | 26 | 26 | 0.69% | 1.07% | 1.73% | Q2 2013 | Q3 2019 | 26 |
VNQ | VANGUARD REIT ETF INDX | 22 | 4 | 0.04% | 0.21% | 0.40% | Q2 2013 | Q3 2022 | 26 |
NEE | NEXTERA ENERGY INC COM | 26 | 26 | 0.06% | 0.19% | 0.35% | Q2 2017 | Q3 2023 | 26 |
NGG | NATIONAL GRID PLC SPON... | 26 | 26 | 0.05% | 0.11% | 0.20% | Q2 2017 | Q3 2023 | 26 |
STT | STATE STREET BOSTON | 12 | 1 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q1 2022 | 26 |
IJR | S&P SMALLCAP 600 ETF | 18 | 3 | 0.08% | 1.41% | 4.26% | Q2 2013 | Q3 2023 | 25 |
GSK | GLAXO SMITH KLINE PLC | 25 | 25 | 0.09% | 0.28% | 0.41% | Q2 2013 | Q2 2019 | 25 |
BX | BLACKSTONE GRP | 25 | 25 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q2 2019 | 25 |
YUMC | YUM CHINA HLDGS INC COM | 21 | 4 | 0.04% | 0.08% | 0.22% | Q4 2016 | Q3 2023 | 25 |
RTN | RAYTHEON CO | 24 | 24 | 0.31% | 0.87% | 1.14% | Q2 2014 | Q1 2020 | 24 |
MED | MEDIFAST INC COM | 24 | 24 | 0.04% | 0.09% | 0.18% | Q4 2017 | Q3 2023 | 24 |
DG | DOLLAR GENERAL CORP | 23 | 1 | 0.05% | 0.08% | 0.11% | Q2 2016 | Q2 2023 | 24 |
GE | GENERAL ELECTRIC COMPANY | 23 | 23 | 0.02% | 2.22% | 3.56% | Q2 2013 | Q4 2018 | 23 |
NVO | NOVO-NORDISK A S ADR | 14 | 9 | 0.03% | 0.45% | 0.92% | Q2 2013 | Q3 2023 | 23 |
ISRG | INTUITIVE SURGICAL INC... | 23 | 23 | 0.07% | 0.22% | 0.35% | Q1 2018 | Q3 2023 | 23 |
AMLP | ALPS ALERIAN MLP | 23 | 23 | 0.03% | 0.19% | 0.40% | Q2 2013 | Q4 2018 | 23 |
AMAT | APPLIED MATLS INC COM | 23 | 23 | 0.10% | 0.19% | 0.32% | Q1 2018 | Q3 2023 | 23 |
RACE | FERRARI N V COM | 19 | 4 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 23 |
LW | LAMB WESTON HOLDINGS | 23 | 23 | 0.03% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 23 |
QQQ | NASDAQ 100 ETF | 22 | 22 | 1.93% | 2.35% | 2.76% | Q2 2018 | Q3 2023 | 22 |
ZTS | ZOETIS INC CL A | 22 | 22 | 0.18% | 0.71% | 1.11% | Q2 2018 | Q3 2023 | 22 |
SLB | SCHLUMBERGER LTD | 22 | 22 | 0.29% | 0.62% | 0.92% | Q2 2013 | Q3 2018 | 22 |
F | FORD MOTOR CO DEL | 18 | 4 | 0.03% | 0.52% | 1.23% | Q2 2013 | Q3 2022 | 22 |
SRCL | STERICYCLE INC | 22 | 22 | 0.14% | 0.39% | 0.63% | Q2 2013 | Q3 2018 | 22 |
RSP | INVESCO S&P EQUAL WT | 22 | 22 | 0.26% | 0.34% | 0.63% | Q2 2018 | Q3 2023 | 22 |
NVDA | NVIDIA CORPORATION COM | 22 | 22 | 0.08% | 0.25% | 0.65% | Q2 2018 | Q3 2023 | 22 |
PX | PRAXAIR | 22 | 22 | 0.18% | 0.22% | 0.26% | Q2 2013 | Q3 2018 | 22 |
SPHQ | S&P 500 QUALITY ETF | 22 | 22 | 0.18% | 0.20% | 0.24% | Q2 2018 | Q3 2023 | 22 |
NLY | ANNALY CAPITAL MGT INC | 22 | 22 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q3 2018 | 22 |
NOC | NORTHROP GRUMMAN CORP | 11 | 2 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q4 2022 | 22 |
BABA | ALIBABA | 21 | 21 | 0.10% | 0.34% | 0.56% | Q1 2017 | Q1 2022 | 21 |
QQQ | NASDAQ 100 SHARES | 20 | 20 | 0.58% | 1.25% | 1.92% | Q2 2013 | Q1 2018 | 20 |
NKE | NIKE INC CL B | 10 | 3 | 0.03% | 0.61% | 1.43% | Q1 2015 | Q3 2023 | 20 |
SPHQ | S&P 500 HIGH-QUALITY ETF | 20 | 20 | 0.12% | 0.19% | 0.23% | Q2 2013 | Q1 2018 | 20 |
IVV | S&P 500 INDEX ETF | 20 | 20 | 0.05% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 20 |
AGU | AGRIUM INC COM | 19 | 19 | 0.75% | 0.91% | 1.05% | Q2 2013 | Q4 2017 | 19 |
VB | VANGUARD SMALLCAP ETF | 19 | 19 | 0.16% | 0.64% | 1.02% | Q2 2015 | Q4 2019 | 19 |
CSX | CSX CORPORATION | 15 | 1 | 0.04% | 0.60% | 0.91% | Q2 2013 | Q2 2021 | 19 |
UNH | UNITEDHEALTH GRP | 19 | 19 | 0.18% | 0.55% | 1.20% | Q1 2019 | Q3 2023 | 19 |
TJX | TJX COS INC NEW COM | 19 | 19 | 0.09% | 0.18% | 0.28% | Q1 2019 | Q3 2023 | 19 |
BCR | CR BARD INC | 19 | 19 | 0.10% | 0.12% | 0.15% | Q2 2013 | Q4 2017 | 19 |
ATVI | ACTIVISION BLIZZARD | 19 | 19 | 0.06% | 0.11% | 0.21% | Q3 2018 | Q1 2023 | 19 |
FTV | FORTIVE CORP | 19 | 19 | 0.05% | 0.10% | 0.14% | Q3 2016 | Q1 2021 | 19 |
CMCSA | COMCAST NEW | 7 | 3 | 0.04% | 0.06% | 0.09% | Q2 2014 | Q1 2022 | 19 |
XLV | S&P HEALTHCARE SECTOR ETF | 19 | 19 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q3 2023 | 19 |
MA | MASTERCARD INCORPORATE... | 14 | 2 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q3 2023 | 19 |
CBRL | CRACKER BARREL | 18 | 18 | 0.07% | 0.26% | 0.48% | Q1 2015 | Q2 2019 | 18 |
XLY | S&P CONSUMER DISCRETIO... | 18 | 18 | 0.06% | 0.09% | 0.12% | Q2 2019 | Q3 2023 | 18 |
WMT | WAL-MART STORES INC | 10 | 1 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 18 |
DD | E.I. DUPONT & CO | 17 | 17 | 0.69% | 0.89% | 1.03% | Q2 2013 | Q2 2017 | 17 |
BX | BLACKSTONE INC COM | 17 | 17 | 0.07% | 0.12% | 0.18% | Q3 2019 | Q3 2023 | 17 |
MPC | MARATHON PETROLEUM CO | 11 | 1 | 0.04% | 0.07% | 0.10% | Q1 2018 | Q3 2023 | 17 |
GD | GENERAL DYNAMICS CORP COM | 11 | 1 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q3 2023 | 17 |
XLP | S&P CONSUMER STAPLES S... | 14 | 3 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 17 |
GASFRAC ENERGY INC. | 17 | 17 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2017 | 17 | |
NGG | NATIONAL GRID GRP | 16 | 16 | 0.23% | 0.30% | 0.34% | Q2 2013 | Q1 2017 | 16 |
USMV | ISHARES MSCI USA MIN V... | 13 | 3 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 16 |
ESRX | EXPRESS SCRIPTS HLDG CO | 15 | 15 | 0.09% | 0.31% | 0.46% | Q2 2013 | Q4 2016 | 15 |
RTX | RTX CORPORATION COM | 14 | 14 | 1.04% | 1.34% | 1.74% | Q2 2020 | Q3 2023 | 14 |
RSP | RYDEX S&P EQUAL WT ETF | 14 | 14 | 0.35% | 0.63% | 0.79% | Q4 2014 | Q1 2018 | 14 |
CARR | CARRIER GLOBAL CORPORA... | 14 | 14 | 0.08% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 14 |
UAA | UNDER ARMOUR INC CLASS A | 14 | 14 | 0.05% | 0.11% | 0.34% | Q1 2016 | Q2 2019 | 14 |
VOO | VANGUARD S&P 500 ETF | 14 | 14 | 0.05% | 0.10% | 0.16% | Q2 2020 | Q3 2023 | 14 |
BESE | BEESTON ENTERPRISES LTD | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2018 | 14 |
IJS | S&P SMALL-CAP 600 VALU... | 13 | 13 | 0.06% | 1.08% | 1.37% | Q3 2020 | Q3 2023 | 13 |
CRM | SALESFORCE INC COM | 13 | 13 | 0.10% | 0.24% | 0.38% | Q3 2020 | Q3 2023 | 13 |
IWP | RUSSELL MIDCAP GROWTH ETF | 13 | 13 | 0.12% | 0.13% | 0.14% | Q3 2013 | Q3 2016 | 13 |
TSLA | TESLA MOTORS | 13 | 13 | 0.05% | 0.09% | 0.14% | Q3 2020 | Q3 2023 | 13 |
HON | HONEYWELL INTL INC COM | 8 | 1 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 13 |
WCN | WASTE CONNECTIONS INC | 12 | 12 | 0.22% | 0.25% | 0.28% | Q2 2013 | Q1 2016 | 12 |
SHPG | SHIRE PLC | 12 | 12 | 0.11% | 0.21% | 0.34% | Q4 2014 | Q3 2017 | 12 |
VTV | VANGUARD VALUE ETF | 12 | 12 | 0.11% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
PAY | VERIFONE SYSTEMS INC | 12 | 12 | 0.09% | 0.14% | 0.17% | Q2 2013 | Q1 2016 | 12 |
DSI | ISHARES MSCI KLD 400 S... | 12 | 12 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
DLN | WISDOMTREE U.S. LARGEC... | 12 | 12 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
HBI | HANESBRANDS INC | 11 | 11 | 0.06% | 0.42% | 0.74% | Q1 2015 | Q3 2017 | 11 |
ECL | ECOLAB | 11 | 11 | 0.03% | 0.38% | 0.52% | Q3 2019 | Q1 2022 | 11 |
QQQJ | NASDAQ NEXT GEN 100 ETF | 11 | 11 | 0.07% | 0.12% | 0.17% | Q1 2021 | Q3 2023 | 11 |
AB | ALLIANCE BERNSTEIN HOL... | 11 | 11 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q2 2023 | 11 |
NBL | NOBLE ENERGY INC | 7 | 4 | 0.02% | 0.05% | 0.08% | Q3 2016 | Q3 2020 | 11 |
MSI | MOTOROLA SOLUTIONS INC... | 11 | 11 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2023 | 11 |
FTR | FRONTIER COMMUNICATIONS | 7 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2017 | 11 |
CBEEF | CABO DRILLING CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 11 |
GOOGL | GOOGLE INC - CLASS A V... | 10 | 10 | 0.46% | 0.71% | 1.11% | Q2 2013 | Q3 2015 | 10 |
ABC | AMERISOURCEBERGEN CORP | 10 | 10 | 0.20% | 0.41% | 0.68% | Q2 2015 | Q3 2017 | 10 |
CMI | CUMMINS INC | 10 | 10 | 0.15% | 0.21% | 0.23% | Q2 2013 | Q3 2015 | 10 |
LLY | ELI LILLY & CO COM | 10 | 10 | 0.04% | 0.15% | 0.31% | Q2 2021 | Q3 2023 | 10 |
IAU | ISHARES GOLD TRUST | 10 | 10 | 0.11% | 0.14% | 0.16% | Q2 2021 | Q3 2023 | 10 |
XLB | S&P MATERIALS SECTOR ETF | 10 | 10 | 0.04% | 0.13% | 0.20% | Q2 2021 | Q3 2023 | 10 |
BBBY | BED BATH & BEYOND | 10 | 10 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q3 2015 | 10 |
TXMD | THERAPEUTICSMD INC | 5 | 1 | 0.02% | 0.05% | 0.12% | Q4 2013 | Q1 2017 | 10 |
RDSA | ROYAL DUTCH SHELL - A ... | 9 | 9 | 0.51% | 0.83% | 1.04% | Q2 2013 | Q2 2015 | 9 |
EMR | EMERSON ELECTRIC | 9 | 9 | 0.43% | 0.59% | 0.70% | Q2 2013 | Q2 2015 | 9 |
A309PS | DIRECTV GROUP INC | 9 | 9 | 0.33% | 0.50% | 0.56% | Q2 2013 | Q2 2015 | 9 |
TSCO | TRACTOR SUPPLY SO | 9 | 9 | 0.19% | 0.47% | 0.70% | Q1 2015 | Q1 2017 | 9 |
CASY | CASEY'S GENERAL STORES... | 9 | 9 | 0.10% | 0.40% | 0.65% | Q2 2015 | Q2 2017 | 9 |
JETS | US GLOBAL JETS ETF | 9 | 9 | 0.20% | 0.26% | 0.32% | Q4 2017 | Q4 2019 | 9 |
RDSB | ROYAL DUTCH SHELL - B ... | 9 | 9 | 0.15% | 0.21% | 0.26% | Q2 2013 | Q2 2015 | 9 |
RYN | RAYONIER INC | 9 | 9 | 0.07% | 0.16% | 0.34% | Q2 2013 | Q2 2015 | 9 |
MTB | M & T BK CORP COM | 9 | 9 | 0.03% | 0.12% | 0.20% | Q3 2021 | Q3 2023 | 9 |
DVN | DEVON ENERGY CP NEW | 9 | 9 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q2 2015 | 9 |
BNL | BROADSTONE NET LEASE | 9 | 9 | 0.02% | 0.08% | 0.10% | Q2 2021 | Q2 2023 | 9 |
CVS | CVS CORPORATION | 8 | 1 | 0.03% | 0.07% | 0.08% | Q4 2014 | Q4 2021 | 9 |
DVY | ISHARES SELECT DIVIDEN... | 8 | 8 | 0.75% | 0.80% | 0.86% | Q2 2013 | Q1 2015 | 8 |
NTR | NUTRIEN LTD | 8 | 8 | 0.55% | 0.73% | 0.85% | Q1 2018 | Q4 2019 | 8 |
PBT | PERMIAN BASIN ROYALTY ... | 8 | 8 | 0.04% | 0.14% | 0.23% | Q2 2013 | Q1 2015 | 8 |
OTIS | OTIS WORLDWIDE | 8 | 8 | 0.06% | 0.11% | 0.17% | Q2 2020 | Q1 2022 | 8 |
NATH | NATHAN'S FAMOUS INC | 8 | 8 | 0.07% | 0.09% | 0.14% | Q2 2013 | Q1 2015 | 8 |
TSM | TAIWAN SEMICONDUCTOR | 8 | 8 | 0.04% | 0.09% | 0.14% | Q1 2021 | Q4 2022 | 8 |
SHOP | SHOPIFY INC | 8 | 8 | 0.04% | 0.09% | 0.10% | Q2 2020 | Q1 2022 | 8 |
AGN | ALLERGAN INC | 6 | 2 | 0.06% | 0.07% | 0.09% | Q2 2015 | Q2 2017 | 8 |
JPC | NUVEEN PREFERRED INCOME | 3 | 2 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q1 2020 | 8 |
MONITISE PLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2016 | 8 | |
MMNFF | MEDMEN ENTERPRISES | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
MWIV | MWI VETERINARY SUPPLY | 7 | 7 | 1.28% | 1.45% | 1.66% | Q2 2013 | Q4 2014 | 7 |
DWDP | DOWDUPONT INC | 7 | 7 | 0.71% | 0.87% | 0.96% | Q3 2017 | Q1 2019 | 7 |
EMC | EMC CORP | 7 | 7 | 0.51% | 0.63% | 0.72% | Q2 2013 | Q4 2014 | 7 |
PETM | PETSMART | 7 | 7 | 0.20% | 0.27% | 0.33% | Q2 2013 | Q4 2014 | 7 |
RL | RALPH LAUREN | 7 | 7 | 0.19% | 0.21% | 0.24% | Q2 2013 | Q4 2014 | 7 |
MDT | MEDTRONIC INC | 7 | 7 | 0.19% | 0.20% | 0.22% | Q2 2013 | Q4 2014 | 7 |
VOD | VODAFONE GROUP NEW ADR... | 7 | 7 | 0.07% | 0.15% | 0.29% | Q1 2014 | Q3 2015 | 7 |
ATO | ATMOS ENERGY CORP | 7 | 7 | 0.05% | 0.09% | 0.13% | Q4 2019 | Q2 2021 | 7 |
SAM | BOSTON BEER CO | 7 | 7 | 0.08% | 0.09% | 0.09% | Q3 2013 | Q1 2015 | 7 |
CGNX | COGNEX | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2017 | Q3 2018 | 7 |
AXP | AMERICAN EXPRESS CO COM | 4 | 3 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 7 |
TDY | TELEDYNE TECH | 5 | 2 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 7 |
ADMA | ADMA BIOLOGIES | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
GOOG | GOOGLE INC CL C | 6 | 6 | 0.72% | 0.76% | 0.88% | Q2 2014 | Q3 2015 | 6 |
4945SC | KINDER MORGAN ENERGY | 6 | 6 | 0.55% | 0.61% | 0.69% | Q2 2013 | Q3 2014 | 6 |
SDRL | SEADRILL LIMITED ORD SHR | 6 | 6 | 0.16% | 0.24% | 0.29% | Q2 2013 | Q3 2014 | 6 |
FNFG | FIRST NIAGARA FIN GROU... | 6 | 6 | 0.14% | 0.20% | 0.24% | Q2 2013 | Q3 2014 | 6 |
KOG | KODIAK OIL AND GAS CORP | 6 | 6 | 0.16% | 0.20% | 0.23% | Q2 2013 | Q3 2014 | 6 |
CHK | CHESAPEAKE ENERGY CORP | 6 | 6 | 0.12% | 0.18% | 0.24% | Q3 2013 | Q4 2014 | 6 |
ROSE | ROSETTA RESOURCES, INC. | 6 | 6 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q3 2014 | 6 |
CSD | GUGGENHEIM SPIN-OFF ETF | 6 | 6 | 0.08% | 0.11% | 0.12% | Q2 2014 | Q3 2015 | 6 |
MTGE | AMERICAN CAPITAL INVES... | 6 | 6 | 0.07% | 0.08% | 0.11% | Q2 2013 | Q3 2014 | 6 |
AMT | AMERICAN TOWER CL A | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2022 | 6 |
VO | VANGUARD MSCI US MID-CAP | 4 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q1 2023 | 6 |
MTBC | MEDICAL TRANSCRIPTION ... | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2018 | 6 |
TGT | TARGET CORP | 5 | 5 | 0.40% | 0.64% | 0.75% | Q2 2013 | Q2 2014 | 5 |
FCX | FREEPORT MCMORAN COP/GOLD | 5 | 5 | 0.13% | 0.18% | 0.23% | Q2 2013 | Q2 2014 | 5 |
GIS | GENERAL MILLS INC | 5 | 5 | 0.16% | 0.17% | 0.19% | Q2 2013 | Q2 2014 | 5 |
PANW | PALO ALTO NETWORKS INC... | 3 | 1 | 0.04% | 0.13% | 0.40% | Q1 2016 | Q3 2023 | 5 |
PWR | QUANTA SVCS INC COM | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
PLTR | PALANTIR TECHNOLOGIES | 5 | 5 | 0.06% | 0.10% | 0.14% | Q4 2020 | Q4 2021 | 5 |
LRCX | LAM RESEARCH CORP COM | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
AFL | AFLAC INC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q2 2014 | 5 |
AZO | AUTOZONE INC COM | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
MDLZ | MONDELEZ INTL | 4 | 1 | 0.06% | 0.08% | 0.09% | Q2 2014 | Q2 2021 | 5 |
GPI | GROUP 1 AUTOMOTIVE INC... | 5 | 5 | 0.05% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
HCA | HCA HEALTHCARE INC COM | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
CTVA | CORTEVA | 4 | 1 | 0.03% | 0.05% | 0.12% | Q2 2019 | Q2 2023 | 5 |
PLUG | PLUG POWER | 5 | 5 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q1 2022 | 5 |
SNA | SNAP ON INC COM | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
ARW | ARROW ELECTRS INC COM | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
SBAC | SBA COMM | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 5 |
SHW | SHERWIN WILLIAMS CO COM | 3 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 5 |
TXN | TEXAS INSTRUMENTS | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
KMI | KINDER MORGAN INC. | 4 | 4 | 0.12% | 0.55% | 0.72% | Q4 2014 | Q3 2015 | 4 |
D | DOMINION RESOURCES | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2014 | Q3 2015 | 4 |
LUMN | LUMEN TECHNOLOGIES | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 4 |
VUG | VANGUARD GROWTH | 3 | 1 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 4 |
MTBC | MTBC INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
OCZTQ | OCZ TECHNOLOGY GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
INND | INNERSCOPE HEARING TEC... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
VOD | VODAFONE GROUP | 3 | 3 | 0.47% | 0.54% | 0.57% | Q2 2013 | Q4 2013 | 3 |
IWO | RUSSELL 2000 GROWTH ETF | 3 | 3 | 0.39% | 0.40% | 0.41% | Q2 2013 | Q4 2013 | 3 |
APA | APACHE CORPORATION | 3 | 3 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q4 2013 | 3 |
B108PS | ACTAVIS INC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2014 | Q1 2015 | 3 |
WLL | WHITING PETROLEUM CORP | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q2 2015 | 3 |
MNST | MONSTER BEVERAGE CO | 2 | 1 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q2 2019 | 3 |
JQC | NUVEEN PFD & CONV INC ... | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
LHX | L3HARRIS TECHNOLOGIES | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q1 2023 | 3 |
TCEHY | TENCENT HOLDINGS | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
RGEN | REPLIGEN CORP | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 3 |
MGHCF | MINCO CAPITAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
UVFTD | UV FLU TECHNOLOGIES | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
VYST | VYSTAR CORPORATION | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
NYX | NYSE EURONEXT INC | 2 | 2 | 0.28% | 0.30% | 0.31% | Q2 2013 | Q3 2013 | 2 |
MWOCL | MORGAN STANLEY CAP TR ... | 2 | 2 | 0.15% | 0.27% | 0.39% | Q1 2016 | Q2 2016 | 2 |
REM | MORTGAGE REAL ESTATE C... | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q3 2016 | 2 |
NPSNY | NASPERS LIMITED | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2017 | Q1 2018 | 2 |
CM | CANADIAN IMP BK | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q3 2014 | 2 |
SPYX | SPDR S&P 500 FOSSIL FU... | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
FSLR | FIRST SOLAR | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
VYMI | VANGUARD INTERNATIONAL... | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2023 | Q3 2023 | 1 |
IGSB | ISHARES SHORT-TERM COR... | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
HAIN | HAIN CELESTIAL GROUP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2016 | Q2 2016 | 1 |
BND | VANGUARD TOTAL BOND MA... | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
LQD | ISHARES INVESTMENT GRA... | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
VXUS | VANGUARD TOTAL INTERNA... | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
DD | DUPONT DE NEMOURS | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2019 | Q2 2019 | 1 |
CWB | SPDR BLOOMBERG CONVERT... | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
ANGL | VANECK FALLEN ANGEL HI... | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
DOW | DOW CHEMICAL | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
CHY | CALAMOS CONV & HIGH IN... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
CPRWCL | CITIGROUP CAP PFD 6.45% | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
HYG | ISHARES IBOXX $ HIGH Y... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
HYS | PIMCO 0-5 YEAR HIGH YI... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
ALLSPRING MONEY MKT MU... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 | |
REM | I SHARES MORTGAGE REAL... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
BKLN | INVESCO SENIOR LOAN ETF | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
XLRE | S&P REALESTATE SECTOR ETF | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
DRI | DARDEN RESTAURANTS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
TIP | ISHARES TIPS BOND ETF | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
IWD | RUSSELL 1000 VALUE ETF | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
SCHZ | SCHWAB US AGGREGATE BO... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
XLU | S&P UTILITIES ETF | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
VTRS | VIATRIS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
KEYS | KEYSIGHT TECHNOLOGY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ACN | ACCENTURE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
BAM | BROOKFIELD ASSET MGT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
PUTNAM MONEY MARKET FUND | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 | |
PFN | PIMCO INCOME STRATEGY ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BSXGF | BELO SUN MINING CORP. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FSP 385 INTERLOCKEN DE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 | |
MGHCF | MINCO GOLD CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EKDKQ | EASTMAN KODAK CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
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The securities at the top of the list , including APPLE INC, MICROSOFT CORP, and VISA INC, are the highest-conviction holdings of BURNS J W & CO INC/NY.
The conviction is calculated by counting the number of quarters a security has been reported by BURNS J W & CO INC/NY. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that BURNS J W & CO INC/NY owns currently or has owned in the past.