EVERMAY WEALTH MANAGEMENT LLC holdings history

930 is the total number of securities EVERMAY WEALTH MANAGEMENT LLC has owned. The longest EVERMAY WEALTH MANAGEMENT LLC has owned a single stock is 40 quarters.

EVERMAY WEALTH MANAGEMENT LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IJH ISHARES TR40405.26%11.00%22.15%Q4 2013Q3 202340
SPY SPDR S&P 500 ETF TR40405.09%9.90%29.47%Q4 2013Q3 202340
MINT PIMCO ETF TR40400.01%3.66%5.74%Q4 2013Q3 202340
IJR ISHARES TR40401.10%2.97%4.29%Q4 2013Q3 202340
IVV ISHARES TR40400.30%2.62%4.01%Q4 2013Q3 202340
IWM ISHARES TR40400.44%1.24%5.67%Q4 2013Q3 202340
AMZN AMAZON COM INC40400.18%1.19%2.37%Q4 2013Q3 202340
XOM EXXON MOBIL CORP40400.05%0.68%2.32%Q4 2013Q3 202340
DHR DANAHER CORPORATION40400.26%0.63%1.76%Q4 2013Q3 202340
JPM JPMORGAN CHASE & CO40400.36%0.62%0.85%Q4 2013Q3 202340
PEP PEPSICO INC40400.36%0.56%1.09%Q4 2013Q3 202340
JNJ JOHNSON & JOHNSON40400.26%0.44%0.82%Q4 2013Q3 202340
NEE NEXTERA ENERGY INC40400.24%0.39%0.64%Q4 2013Q3 202340
MCD MCDONALDS CORP40400.23%0.37%1.23%Q4 2013Q3 202340
DVY ISHARES TR40400.11%0.35%1.20%Q4 2013Q3 202340
ABBV ABBVIE INC40400.18%0.29%0.52%Q4 2013Q3 202340
LH LABORATORY CORP AMER H...40400.17%0.27%0.34%Q4 2013Q3 202340
IWD ISHARES TR40400.09%0.25%0.53%Q4 2013Q3 202340
PG PROCTER & GAMBLE CO40400.14%0.25%0.48%Q4 2013Q3 202340
EPD ENTERPRISE PRODS PARTN...40400.06%0.24%0.91%Q4 2013Q3 202340
SCHX SCHWAB STRATEGIC TR393913.84%20.05%25.14%Q1 2014Q3 202339
AAPL APPLE INC39390.97%1.76%3.01%Q1 2014Q3 202339
PFE PFIZER INC39390.12%0.71%1.35%Q1 2014Q3 202339
MSFT MICROSOFT CORP39390.15%0.56%1.21%Q1 2014Q3 202339
BRKB BERKSHIRE HATHAWAY INC...39390.31%0.46%0.67%Q1 2014Q3 202339
IBM INTERNATIONAL BUSINESS...39390.02%0.35%1.18%Q1 2014Q3 202339
VZ VERIZON COMMUNICATIONS...39390.03%0.29%0.52%Q1 2014Q3 202339
TJX TJX COS INC NEW3720.07%0.17%1.47%Q4 2013Q3 202339
CVX CHEVRON CORP NEW39390.06%0.16%0.53%Q1 2014Q3 202339
MMP MAGELLAN MIDSTREAM PRT...39390.05%0.15%0.38%Q4 2013Q2 202339
T AT&T INC39390.01%0.15%0.33%Q1 2014Q3 202339
GIS GENERAL MLS INC39390.03%0.14%0.46%Q1 2014Q3 202339
KO COCA COLA CO39390.09%0.14%0.33%Q1 2014Q3 202339
NSC NORFOLK SOUTHN CORP38380.18%0.35%0.54%Q2 2014Q3 202338
INTC INTEL CORP38380.04%0.28%0.54%Q2 2014Q3 202338
CSCO CISCO SYS INC38380.12%0.25%0.48%Q2 2014Q3 202338
CMCSA COMCAST CORP NEW38380.07%0.24%0.47%Q2 2014Q3 202338
AWK AMERICAN WTR WKS CO IN...38380.03%0.11%0.27%Q2 2014Q3 202338
VEA VANGUARD TAX-MANAGED I...36360.15%1.11%3.66%Q4 2014Q3 202336
UBSI UNITED BANKSHARES INC ...2310.03%0.17%0.41%Q4 2013Q3 202336
CSM PROSHARES TR24120.04%0.16%0.75%Q4 2013Q3 202336
DUK DUKE ENERGY CORP NEW2440.11%0.28%0.45%Q1 2014Q3 202335
IWC ISHARES TR25100.01%0.18%1.13%Q4 2013Q3 202335
QDF FLEXSHARES TR2010.02%0.15%1.59%Q4 2013Q3 202335
PNC PNC FINL SVCS GROUP INC35350.03%0.12%0.27%Q1 2015Q3 202335
SCHO SCHWAB STRATEGIC TR24100.01%1.17%4.39%Q1 2015Q3 202334
MKCV MCCORMICK & CO INC34340.32%0.57%1.30%Q4 2013Q1 202234
D DOMINION RES INC VA NEW2770.02%0.18%0.42%Q1 2014Q3 202334
VOO VANGUARD INDEX FDS33330.55%10.36%13.53%Q3 2015Q3 202333
VYM VANGUARD WHITEHALL FDS...20130.04%1.32%5.73%Q4 2013Q3 202333
BSV VANGUARD BD INDEX FDS3210.06%0.29%2.08%Q1 2015Q2 202333
EFA ISHARES TR2120.02%0.18%0.82%Q1 2014Q3 202333
MDY SPDR S&P MIDCAP 400 ET...23100.02%0.14%0.34%Q1 2014Q3 202333
MO ALTRIA GROUP INC2820.02%0.10%0.28%Q3 2014Q3 202333
VO VANGUARD INDEX FDS32321.17%1.94%2.91%Q4 2015Q3 202332
GOOGL ALPHABET INC32320.17%0.70%1.09%Q4 2015Q3 202332
MMM 3M CO2750.03%0.18%0.44%Q2 2014Q3 202332
SBUX STARBUCKS CORP16160.01%0.16%1.12%Q4 2013Q3 202332
SCHW THE CHARLES SCHWAB COR...1240.06%0.13%0.31%Q2 2014Q3 202332
GE GENERAL ELECTRIC CO31310.08%0.57%1.30%Q4 2013Q2 202131
VWO VANGUARD INTL EQUITY I...2310.10%0.36%1.59%Q4 2014Q3 202331
SCHA SCHWAB STRATEGIC TR31310.09%0.34%0.76%Q1 2016Q3 202331
GOOG ALPHABET INC31310.11%0.16%0.26%Q1 2016Q3 202331
GM GENERAL MTRS CO18130.01%0.15%0.36%Q4 2015Q3 202331
DHI D R HORTON INC31310.08%0.12%0.18%Q1 2016Q3 202331
MRK MERCK & CO. INC30300.10%0.30%0.46%Q2 2016Q3 202330
DES WISDOMTREE TR20100.01%0.15%0.65%Q4 2013Q3 202330
ADBE ADOBE SYSTEMS INCORPOR...2460.06%0.13%0.21%Q2 2014Q3 202330
MS MORGAN STANLEY2810.01%0.07%0.13%Q4 2014Q3 202330
TREX TREX CO INC2810.06%0.13%0.23%Q1 2015Q3 202329
MAR MARRIOTT INTL INC NEW29290.06%0.13%0.28%Q3 2016Q3 202329
WFC WELLS FARGO CO NEW1090.02%0.12%0.28%Q2 2014Q3 202329
WBA WALGREENS BOOTS ALLIAN...1260.02%0.08%0.15%Q1 2015Q3 202329
V VISA INC2710.10%0.44%0.66%Q4 2015Q3 202328
ADP AUTOMATIC DATA PROCESS...28280.10%0.13%0.18%Q4 2016Q3 202328
HD HOME DEPOT INC27270.15%0.50%0.68%Q1 2017Q3 202327
COST COSTCO WHSL CORP NEW27270.09%0.18%0.31%Q1 2017Q3 202327
DIS DISNEY WALT CO27270.05%0.15%0.26%Q1 2017Q3 202327
TRV TRAVELERS COMPANIES INC27270.06%0.14%0.28%Q1 2017Q3 202327
USB US BANCORP DEL27270.01%0.10%0.21%Q1 2017Q3 202327
SCHM SCHWAB STRATEGIC TR1270.03%0.21%0.61%Q2 2014Q3 202326
CMI CUMMINS INC2420.03%0.13%0.47%Q1 2014Q3 202326
MCHP MICROCHIP TECHNOLOGY INC.1410.05%0.11%0.31%Q2 2014Q3 202326
VCSH VANGUARD SCOTTSDALE FDS26260.02%0.10%0.20%Q2 2016Q3 202226
F FORD MTR CO DEL1410.00%0.33%1.16%Q4 2013Q3 202325
KMI KINDER MORGAN INC DEL2140.09%0.18%0.31%Q4 2014Q3 202325
AXP AMERICAN EXPRESS CO25250.11%0.17%0.27%Q3 2017Q3 202325
NOC NORTHROP GRUMMAN CORP2140.10%0.15%0.23%Q1 2017Q3 202325
APD AIR PRODS & CHEMS INC2140.07%0.13%0.21%Q1 2017Q3 202325
TGT TARGET CORP1870.05%0.13%0.22%Q4 2014Q3 202325
VTI VANGUARD INDEX FDS2210.08%0.81%2.60%Q2 2017Q3 202324
FB META PLATFORMS INC24240.11%0.34%0.68%Q4 2017Q3 202324
ETN EATON CORP PLC24240.13%0.19%0.27%Q4 2017Q3 202324
VLO VALERO ENERGY CORP NEW24240.02%0.18%0.43%Q4 2017Q3 202324
BMY BRISTOL-MYERS SQUIBB CO24240.08%0.17%0.26%Q4 2017Q3 202324
UPS UNITED PARCEL SERVICE INC2040.09%0.15%0.21%Q1 2017Q3 202324
ACN ACCENTURE PLC IRELAND24240.07%0.14%0.20%Q4 2017Q3 202324
YUM YUM BRANDS INC24240.06%0.14%0.26%Q4 2017Q3 202324
ANTM ELEVANCE HEALTH INC24240.10%0.14%0.18%Q4 2017Q3 202324
EMR EMERSON ELEC CO2040.05%0.13%0.43%Q1 2014Q3 202324
BAC BK OF AMERICA CORP24240.06%0.13%0.25%Q4 2017Q3 202324
SYK STRYKER CORPORATION24240.07%0.13%0.16%Q4 2017Q3 202324
ABT ABBOTT LABS1770.07%0.12%0.26%Q2 2014Q3 202324
CAT CATERPILLAR INC DEL24240.06%0.11%0.24%Q4 2017Q3 202324
AMAT APPLIED MATLS INC24240.06%0.11%0.24%Q4 2017Q3 202324
AMGN AMGEN INC24240.07%0.11%0.14%Q4 2017Q3 202324
MDLZ MONDELEZ INTL INC24240.06%0.10%0.16%Q4 2017Q3 202324
DLTR DOLLAR TREE INC24240.04%0.10%0.26%Q4 2017Q3 202324
FTV FORTIVE CORP24240.04%0.10%0.20%Q4 2017Q3 202324
FDX FEDEX CORP1680.00%0.07%0.21%Q1 2017Q3 202324
CB CHUBB LIMITED14100.01%0.07%0.11%Q2 2016Q3 202324
AES AES CORP14100.02%0.06%0.21%Q4 2013Q3 202324
SASR SANDY SPRING BANCORP INC23230.01%0.34%0.99%Q1 2018Q3 202323
UNH UNITEDHEALTH GROUP INC1940.08%0.24%0.36%Q1 2017Q3 202323
HON HONEYWELL INTL INC1670.08%0.11%0.15%Q1 2017Q3 202323
CSX CSX CORP23230.05%0.08%0.12%Q1 2018Q3 202323
FULT FULTON FINL CORP PA23230.03%0.06%0.13%Q1 2018Q3 202323
CELG CELGENE CORP22220.08%0.13%0.21%Q2 2014Q3 201922
UNP UNION PACIFIC CORP1620.07%0.13%0.25%Q2 2015Q3 202322
MDT MEDTRONIC PLC22220.05%0.10%0.16%Q2 2018Q3 202322
IGSB ISHARES TR22220.03%0.07%0.10%Q2 2017Q3 202222
BA BOEING CO1410.03%0.07%0.15%Q3 2015Q3 202322
CLX CLOROX CO DEL2110.02%0.05%0.12%Q4 2017Q3 202322
JPST JP MORGAN EXCHANGE TRA...21211.14%9.17%12.78%Q3 2018Q3 202321
LLY LILLY ELI & CO21210.06%0.18%0.40%Q3 2018Q3 202321
LOW LOWES COS INC1410.05%0.06%0.10%Q4 2017Q3 202321
ZTS ZOETIS INC21210.00%0.05%0.10%Q3 2018Q3 202321
SCHB SCHWAB STRATEGIC TR20200.16%0.21%0.26%Q4 2018Q3 202320
RODM LATTICE STRATEGIES TR20200.02%0.20%0.40%Q4 2018Q3 202320
TY TRI CONTL CORP1410.04%0.15%0.37%Q4 2013Q2 202120
VXF VANGUARD INDEX FDS20200.07%0.12%0.19%Q4 2018Q3 202320
COF CAPITAL ONE FINL CORP10100.02%0.10%0.27%Q4 2017Q3 202320
TMO THERMO FISHER SCIENTIF...1910.06%0.09%0.12%Q3 2018Q3 202320
WELL WELLTOWER INC10100.00%0.07%0.18%Q3 2015Q3 202320
GD GENERAL DYNAMICS CORP1110.04%0.07%0.10%Q1 2017Q3 202320
LYB LYONDELLBASELL INDUSTR...20200.02%0.06%0.14%Q4 2018Q3 202320
ECL ECOLAB INC20200.04%0.06%0.09%Q4 2018Q3 202320
IWF ISHARES TR19190.08%0.14%0.32%Q1 2019Q3 202319
COP CONOCOPHILLIPS830.00%0.13%0.36%Q1 2014Q3 202319
ROP ROPER TECHNOLOGIES INC1630.08%0.12%0.18%Q2 2017Q3 202319
ROK ROCKWELL AUTOMATION INC1410.04%0.08%0.15%Q4 2017Q3 202319
DFS DISCOVER FINL SVCS1090.01%0.08%0.20%Q4 2017Q3 202319
ORCL ORACLE CORP1410.06%0.07%0.10%Q3 2018Q3 202319
DIA SPDR DOW JONES INDL AV...1410.05%0.06%0.07%Q3 2018Q3 202319
SCHD SCHWAB STRATEGIC TR1010.02%1.27%4.10%Q4 2013Q3 202318
TROW PRICE T ROWE GROUP INC1030.02%0.10%0.49%Q4 2013Q3 202318
WFBI WASHINGTONFIRST BANKSH...17170.28%0.47%0.70%Q4 2013Q4 201717
CRM SALESFORCE INC17170.04%0.07%0.12%Q3 2019Q3 202317
FISV FISERV INC17170.01%0.07%0.18%Q3 2019Q3 202317
IWR ISHARES TR17170.05%0.07%0.10%Q3 2019Q3 202317
NFLX NETFLIX INC1070.00%0.06%0.22%Q4 2017Q3 202317
BLL BALL CORP1610.01%0.06%0.09%Q4 2017Q3 202317
TOWN TOWNEBANK PORTSMOUTH VA1130.03%0.05%0.09%Q1 2018Q3 202317
KMB KIMBERLY-CLARK CORP1610.01%0.03%0.08%Q4 2017Q3 202317
AVGO BROADCOM INC16160.05%0.13%0.22%Q4 2019Q3 202316
MA MASTERCARD INCORPORATED16160.08%0.11%0.14%Q4 2019Q3 202316
TFC TRUIST FINL CORP16160.04%0.09%0.24%Q4 2019Q3 202316
FIS FIDELITY NATL INFORMAT...16160.06%0.08%0.11%Q3 2017Q2 202116
PM PHILIP MORRIS INTL INC1410.04%0.06%0.11%Q1 2018Q3 202316
NKE NIKE INC1420.04%0.06%0.08%Q3 2019Q3 202316
IVOO VANGUARD ADMIRAL FDS INC1420.02%0.06%0.08%Q3 2019Q3 202316
BWA BORGWARNER INC1010.01%0.04%0.14%Q1 2018Q3 202316
XSOE WISDOMTREE TR15150.38%1.73%3.11%Q1 2020Q3 202315
UTX UNITED TECHNOLOGIES CORP1320.11%0.21%0.32%Q1 2015Q1 202015
URI UNITED RENTALS INC1410.07%0.09%0.11%Q4 2019Q3 202315
LHX L3HARRIS TECHNOLOGIES INC15150.05%0.08%0.14%Q1 2020Q3 202315
AMT AMERICAN TOWER CORP NEW1410.04%0.07%0.09%Q1 2019Q3 202315
DGX QUEST DIAGNOSTICS INC1410.04%0.06%0.08%Q4 2019Q3 202315
VNQ VANGUARD INDEX FDS14140.07%2.54%8.25%Q4 2014Q1 201814
VB VANGUARD INDEX FDS14140.08%0.28%0.77%Q2 2020Q3 202314
RTX RTX CORPORATION14140.09%0.14%0.22%Q2 2020Q3 202314
WMT WALMART INC14140.04%0.09%0.17%Q2 2020Q3 202314
YUMC YUM CHINA HLDGS INC1020.02%0.07%0.11%Q1 2018Q3 202314
ZBH ZIMMER BIOMET HOLDINGS...14140.04%0.05%0.09%Q2 2020Q3 202314
PYPL PAYPAL HLDGS INC14140.01%0.04%0.09%Q2 2020Q3 202314
MSI MOTOROLA SOLUTIONS INC1010.03%0.04%0.08%Q3 2018Q3 202314
NVO NOVO-NORDISK A S14140.00%0.02%0.06%Q2 2020Q3 202314
BBT BB&T CORP810.10%0.20%0.37%Q1 2014Q3 201913
MLM MARTIN MARIETTA MATLS INC1010.02%0.14%0.26%Q3 2018Q3 202313
CL COLGATE PALMOLIVE CO1010.03%0.07%0.29%Q4 2013Q3 202313
C CITIGROUP INC610.00%0.05%0.16%Q4 2017Q3 202313
CVS CVS HEALTH CORP1210.03%0.05%0.06%Q2 2020Q3 202313
SCHG SCHWAB STRATEGIC TR13130.03%0.04%0.05%Q3 2020Q3 202313
PPG PPG INDS INC13130.01%0.03%0.05%Q3 2020Q3 202313
EOG EOG RES INC1030.00%0.03%0.13%Q1 2018Q3 202313
AMP AMERIPRISE FINL INC13130.00%0.03%0.08%Q3 2020Q3 202313
BABA ALIBABA GROUP HLDG LTD13130.01%0.02%0.05%Q3 2020Q3 202313
ICE INTERCONTINENTAL EXCHA...12120.05%0.08%0.09%Q4 2020Q3 202312
AKAM AKAMAI TECHNOLOGIES INC12120.02%0.07%0.10%Q4 2019Q3 202212
BLK BLACKROCK INC12120.05%0.06%0.08%Q4 2020Q3 202312
LDOS LEIDOS HOLDINGS INC12120.03%0.04%0.06%Q4 2020Q3 202312
NVS NOVARTIS AG1020.01%0.04%0.19%Q2 2014Q3 202312
LMT LOCKHEED MARTIN CORP1010.03%0.04%0.05%Q4 2019Q3 202312
QQQ INVESCO QQQ TR12120.01%0.03%0.04%Q4 2020Q3 202312
QCOM QUALCOMM INC12120.01%0.03%0.06%Q4 2020Q3 202312
DD DUPONT DE NEMOURS INC12120.01%0.03%0.05%Q4 2020Q3 202312
HPQ HP INC12120.00%0.02%0.10%Q4 2020Q3 202312
SWK STANLEY BLACK & DECKER...12120.00%0.01%0.04%Q4 2020Q3 202312
CXSE WISDOMTREE TR11110.00%0.34%0.97%Q2 2020Q4 202211
BNL BROADSTONE NET LEASE INC11110.10%0.23%0.31%Q1 2021Q3 202311
IEMG ISHARES INC1010.01%0.17%0.36%Q1 2019Q3 202311
PFF ISHARES TR740.00%0.07%0.20%Q4 2017Q4 202211
VMC VULCAN MATLS CO11110.04%0.05%0.08%Q1 2021Q3 202311
MKL MARKEL CORP740.00%0.05%0.08%Q1 2019Q1 202211
EEMV ISHARES INC1010.00%0.04%0.46%Q4 2013Q3 202311
VRSK VERISK ANALYTICS INC1010.04%0.04%0.05%Q4 2020Q3 202311
EEM ISHARES TR1010.01%0.04%0.36%Q4 2013Q3 202311
FBHS FORTUNE BRANDS INNOVAT...11110.02%0.04%0.06%Q3 2020Q1 202311
SEDG SOLAREDGE TECHNOLOGIES...1010.02%0.03%0.05%Q4 2020Q3 202311
SYY SYSCO CORP1010.02%0.03%0.12%Q1 2015Q3 202311
RWR SPDR SER TR830.00%0.03%0.09%Q3 2019Q3 202311
IJT ISHARES TR1010.02%0.03%0.06%Q4 2019Q3 202311
DOW DOW INC11110.00%0.02%0.04%Q1 2021Q3 202311
CCL CARNIVAL CORP1010.00%0.01%0.11%Q3 2018Q3 202311
CTSH COGNIZANT TECHNOLOGY S...1010.00%0.01%0.08%Q3 2018Q3 202311
DXC DXC TECHNOLOGY CO1010.00%0.01%0.08%Q2 2019Q3 202311
JEPI J P MORGAN EXCHANGE-TR...10100.06%0.66%1.23%Q2 2021Q3 202310
GSST GOLDMAN SACHS ETF TR10100.02%0.20%0.43%Q2 2021Q3 202310
SCHF SCHWAB STRATEGIC TR10100.01%0.18%0.28%Q2 2021Q3 202310
EGP EASTGROUP PPTYS INC10100.03%0.10%0.38%Q2 2021Q3 202310
RSP INVESCO EXCHANGE TRADE...10100.01%0.09%0.19%Q2 2021Q3 202310
VBR VANGUARD INDEX FDS10100.02%0.08%0.14%Q2 2021Q3 202310
VIG VANGUARD SPECIALIZED P...710.00%0.08%0.71%Q4 2013Q3 202310
IWN ISHARES TR10100.01%0.07%0.12%Q2 2021Q3 202310
USMV ISHARES TR10100.04%0.07%0.08%Q2 2021Q3 202310
TSLA TESLA INC10100.01%0.06%0.15%Q2 2021Q3 202310
SCHE SCHWAB STRATEGIC TR10100.00%0.06%0.11%Q2 2021Q3 202310
DFAI DIMENSIONAL ETF TRUST10100.01%0.06%0.22%Q2 2021Q3 202310
DGRO ISHARES TR10100.02%0.06%0.09%Q2 2021Q3 202310
SNPS SYNOPSYS INC10100.04%0.06%0.09%Q2 2021Q3 202310
BX BLACKSTONE INC10100.04%0.04%0.06%Q2 2021Q3 202310
NVDA NVIDIA CORPORATION10100.02%0.04%0.11%Q2 2021Q3 202310
FVCB FVCBANKCORP INC10100.02%0.04%0.06%Q2 2021Q3 202310
APH AMPHENOL CORP NEW10100.02%0.04%0.06%Q2 2021Q3 202310
FAST FASTENAL CO10100.00%0.04%0.06%Q2 2021Q3 202310
TXN TEXAS INSTRS INC10100.03%0.03%0.04%Q2 2021Q3 202310
VIOO VANGUARD ADMIRAL FDS INC10100.01%0.03%0.05%Q2 2021Q3 202310
QUAL ISHARES TR10100.02%0.03%0.03%Q2 2021Q3 202310
SHW SHERWIN WILLIAMS CO10100.02%0.03%0.04%Q2 2021Q3 202310
COO COOPER COS INC10100.02%0.03%0.04%Q2 2021Q3 202310
IVE ISHARES TR10100.01%0.03%0.04%Q2 2021Q3 202310
BKNG BOOKING HOLDINGS INC10100.02%0.02%0.04%Q2 2021Q3 202310
CARR CARRIER GLOBAL CORPORA...10100.02%0.02%0.03%Q2 2021Q3 202310
ITW ILLINOIS TOOL WKS INC10100.00%0.02%0.04%Q2 2021Q3 202310
VEU VANGUARD INTL EQUITY I...10100.01%0.02%0.03%Q2 2021Q3 202310
CME CME GROUP INC10100.02%0.02%0.02%Q2 2021Q3 202310
BK BANK NEW YORK MELLON CORP10100.01%0.02%0.03%Q2 2021Q3 202310
LRCX LAM RESEARCH CORP10100.01%0.02%0.03%Q2 2021Q3 202310
PRU PRUDENTIAL FINL INC10100.02%0.02%0.02%Q2 2021Q3 202310
IWP ISHARES TR10100.02%0.02%0.02%Q2 2021Q3 202310
VNQ VANGUARD INDEX FDS10100.00%0.02%0.09%Q2 2021Q3 202310
MCK MCKESSON CORP10100.01%0.02%0.03%Q2 2021Q3 202310
MAS MASCO CORP10100.01%0.02%0.02%Q2 2021Q3 202310
PLD PROLOGIS INC.10100.01%0.02%0.02%Q2 2021Q3 202310
IVW ISHARES TR10100.00%0.02%0.03%Q2 2021Q3 202310
DON WISDOMTREE TR10100.01%0.02%0.02%Q2 2021Q3 202310
PSX PHILLIPS 6610100.01%0.02%0.02%Q2 2021Q3 202310
GLD SPDR GOLD TR10100.01%0.02%0.02%Q2 2021Q3 202310
UTHR UNITED THERAPEUTICS CO...10100.01%0.02%0.02%Q2 2021Q3 202310
DLR DIGITAL RLTY TR INC10100.01%0.02%0.04%Q2 2021Q3 202310
OTIS OTIS WORLDWIDE CORP10100.01%0.01%0.02%Q2 2021Q3 202310
FLO FLOWERS FOODS INC910.00%0.01%0.13%Q4 2017Q3 202310
XLU SELECT SECTOR SPDR TR10100.01%0.01%0.02%Q2 2021Q3 202310
UL UNILEVER PLC10100.01%0.01%0.02%Q2 2021Q3 202310
GOOD GLADSTONE COMMERCIAL CORP10100.01%0.01%0.02%Q2 2021Q3 202310
SO SOUTHERN CO10100.00%0.01%0.03%Q2 2021Q3 202310
GL GLOBE LIFE INC10100.01%0.01%0.02%Q2 2021Q3 202310
MGK VANGUARD WORLD FD10100.01%0.01%0.02%Q2 2021Q3 202310
DE DEERE & CO10100.01%0.01%0.02%Q2 2021Q3 202310
ROBO EXCHANGE TRADED CONCEP...10100.01%0.01%0.02%Q2 2021Q3 202310
FNV FRANCO NEV CORP10100.01%0.01%0.01%Q2 2021Q3 202310
ENR ENERGIZER HLDGS INC NEW10100.01%0.01%0.02%Q2 2021Q3 202310
VAC MARRIOTT VACATIONS WOR...10100.01%0.01%0.01%Q2 2021Q3 202310
TMUS T-MOBILE US INC10100.00%0.01%0.03%Q2 2021Q3 202310
ILMN ILLUMINA INC10100.01%0.01%0.02%Q2 2021Q3 202310
BAX BAXTER INTL INC10100.00%0.01%0.02%Q2 2021Q3 202310
SPGI S&P GLOBAL INC10100.01%0.01%0.01%Q2 2021Q3 202310
AME AMETEK INC10100.01%0.01%0.01%Q2 2021Q3 202310
EA ELECTRONIC ARTS INC10100.01%0.01%0.01%Q2 2021Q3 202310
HACK ETF MANAGERS TR10100.01%0.01%0.01%Q2 2021Q3 202310
ABC CENCORA INC10100.01%0.01%0.01%Q2 2021Q3 202310
GPC GENUINE PARTS CO10100.00%0.01%0.01%Q2 2021Q3 202310
SQ SQUARE INC10100.00%0.01%0.04%Q2 2021Q3 202310
STZ CONSTELLATION BRANDS INC10100.00%0.01%0.02%Q2 2021Q3 202310
VDE VANGUARD WORLD FDS10100.01%0.01%0.01%Q2 2021Q3 202310
VGK VANGUARD INTL EQUITY I...10100.01%0.01%0.01%Q2 2021Q3 202310
MKC MCCORMICK & CO INC10100.00%0.01%0.02%Q2 2021Q3 202310
CINF CINCINNATI FINL CORP10100.01%0.01%0.01%Q2 2021Q3 202310
SPYX SPDR SER TR10100.01%0.01%0.01%Q2 2021Q3 202310
SSO PROSHARES TR10100.01%0.01%0.01%Q2 2021Q3 202310
PPL PPL CORP10100.01%0.01%0.02%Q2 2021Q3 202310
ATVI ACTIVISION BLIZZARD INC10100.00%0.01%0.01%Q2 2021Q3 202310
VTWO VANGUARD SCOTTSDALE FDS10100.01%0.01%0.01%Q2 2021Q3 202310
VPL VANGUARD INTL EQUITY I...10100.01%0.01%0.01%Q2 2021Q3 202310
ADSK AUTODESK INC10100.01%0.01%0.01%Q2 2021Q3 202310
AMWD AMERICAN WOODMARK CORP...10100.01%0.01%0.01%Q2 2021Q3 202310
SWX SOUTHWEST GAS HLDGS INC10100.01%0.01%0.01%Q2 2021Q3 202310
MTCH MATCH GROUP INC NEW10100.00%0.01%0.01%Q2 2021Q3 202310
CCI CROWN CASTLE INTL CORP...10100.00%0.01%0.01%Q2 2021Q3 202310
XRAY DENTSPLY SIRONA INC10100.01%0.01%0.01%Q2 2021Q3 202310
OKE ONEOK INC NEW10100.01%0.01%0.01%Q2 2021Q3 202310
AGR AVANGRID INC10100.01%0.01%0.01%Q2 2021Q3 202310
SRE SEMPRA ENERGY10100.01%0.01%0.01%Q2 2021Q3 202310
PXD PIONEER NAT RES CO10100.00%0.01%0.01%Q2 2021Q3 202310
PSTG PURE STORAGE INC10100.00%0.01%0.01%Q2 2021Q3 202310
SLV ISHARES SILVER TR10100.00%0.01%0.01%Q2 2021Q3 202310
BIP BROOKFIELD INFRAST PAR...10100.00%0.00%0.01%Q2 2021Q3 202310
DFAS DIMENSIONAL ETF TRUST10100.00%0.00%0.01%Q2 2021Q3 202310
TSEM TOWER SEMICONDUCTOR LTD10100.00%0.00%0.01%Q2 2021Q3 202310
ALB ALBEMARLE CORP10100.00%0.00%0.01%Q2 2021Q3 202310
IRBO ISHARES TR10100.00%0.00%0.01%Q2 2021Q3 202310
VNT VONTIER CORPORATION10100.00%0.00%0.01%Q2 2021Q3 202310
SWKS SKYWORKS SOLUTIONS INC10100.00%0.00%0.01%Q2 2021Q3 202310
DAL DELTA AIR LINES INC DEL10100.00%0.00%0.01%Q2 2021Q3 202310
O REALTY INCOME CORP10100.00%0.00%0.01%Q2 2021Q3 202310
IYH ISHARES TR10100.00%0.00%0.00%Q2 2021Q3 202310
VTRS VIATRIS INC10100.00%0.00%0.01%Q2 2021Q3 202310
KOMP SPDR SER TR10100.00%0.00%0.01%Q2 2021Q3 202310
OEF ISHARES TR10100.00%0.00%0.00%Q2 2021Q3 202310
WM WASTE MGMT INC DEL10100.00%0.00%0.01%Q2 2021Q3 202310
EVRG EVERGY INC10100.00%0.00%0.00%Q2 2021Q3 202310
ADM ARCHER DANIELS MIDLAND CO10100.00%0.00%0.00%Q2 2021Q3 202310
IBB ISHARES TR10100.00%0.00%0.01%Q2 2021Q3 202310
CTVA CORTEVA INC10100.00%0.00%0.01%Q2 2021Q3 202310
TEL TE CONNECTIVITY LTD10100.00%0.00%0.00%Q2 2021Q3 202310
KHC KRAFT HEINZ CO10100.00%0.00%0.00%Q2 2021Q3 202310
LEN LENNAR CORP10100.00%0.00%0.01%Q2 2021Q3 202310
NIO NIO INC10100.00%0.00%0.01%Q2 2021Q3 202310
ADI ANALOG DEVICES INC10100.00%0.00%0.00%Q2 2021Q3 202310
CHRW C H ROBINSON WORLDWIDE...10100.00%0.00%0.00%Q2 2021Q3 202310
GILD GILEAD SCIENCES INC10100.00%0.00%0.00%Q2 2021Q3 202310
OGS ONE GAS INC10100.00%0.00%0.00%Q2 2021Q3 202310
IHAK ISHARES TR10100.00%0.00%0.00%Q2 2021Q3 202310
PAYX PAYCHEX INC10100.00%0.00%0.00%Q2 2021Q3 202310
KYN KAYNE ANDERSON ENERGY ...10100.00%0.00%0.00%Q2 2021Q3 202310
ED CONSOLIDATED EDISON INC10100.00%0.00%0.00%Q2 2021Q3 202310
TYG TORTOISE ENERGY INFRA ...10100.00%0.00%0.00%Q2 2021Q3 202310
EEMX SPDR INDEX SHS FDS10100.00%0.00%0.00%Q2 2021Q3 202310
ARKK ARK ETF TR10100.00%0.00%0.01%Q2 2021Q3 202310
UBER UBER TECHNOLOGIES INC10100.00%0.00%0.00%Q2 2021Q3 202310
SIRI SIRIUS XM HOLDINGS INC10100.00%0.00%0.00%Q2 2021Q3 202310
PHYS SPROTT PHYSICAL GOLD TR10100.00%0.00%0.00%Q2 2021Q3 202310
NEOG NEOGEN CORP10100.00%0.00%0.00%Q2 2021Q3 202310
DFAT DIMENSIONAL ETF TRUST10100.00%0.00%0.00%Q2 2021Q3 202310
SNOW SNOWFLAKE INC10100.00%0.00%0.01%Q2 2021Q3 202310
BIIB BIOGEN INC10100.00%0.00%0.01%Q2 2021Q3 202310
SRPT SAREPTA THERAPEUTICS INC10100.00%0.00%0.00%Q2 2021Q3 202310
CEF SPROTT PHYSICAL GOLD &...10100.00%0.00%0.00%Q2 2021Q3 202310
ITB ISHARES TR10100.00%0.00%0.00%Q2 2021Q3 202310
WRE WASHINGTON REAL ESTATE...10100.00%0.00%0.00%Q2 2021Q3 202310
HPE HEWLETT PACKARD ENTERP...10100.00%0.00%0.00%Q2 2021Q3 202310
NEM NEWMONT CORP10100.00%0.00%0.00%Q2 2021Q3 202310
ARCC ARES CAPITAL CORP10100.00%0.00%0.00%Q2 2021Q3 202310
QSR RESTAURANT BRANDS INTL...10100.00%0.00%0.00%Q2 2021Q3 202310
EFAX SPDR INDEX SHS FDS10100.00%0.00%0.00%Q2 2021Q3 202310
PLUG PLUG POWER INC10100.00%0.00%0.00%Q2 2021Q3 202310
CHWY CHEWY INC10100.00%0.00%0.00%Q2 2021Q3 202310
VOD VODAFONE GROUP PLC NEW10100.00%0.00%0.00%Q2 2021Q3 202310
UNIT UNITI GROUP INC10100.00%0.00%0.00%Q2 2021Q3 202310
DNOW NOW INC10100.00%0.00%0.00%Q2 2021Q3 202310
VEEV VEEVA SYS INC10100.00%0.00%0.00%Q2 2021Q3 202310
HRTX HERON THERAPEUTICS INC10100.00%0.00%0.00%Q2 2021Q3 202310
NOV NOV INC10100.00%0.00%0.00%Q2 2021Q3 202310
PCP PRECISION CASTPARTS CORP990.13%0.26%0.57%Q4 2013Q4 20159
GENERAL ELECTRIC CO990.02%0.05%0.13%Q3 2021Q3 20239
PSA PUBLIC STORAGE990.00%0.02%0.03%Q3 2021Q3 20239
IP INTL PAPER CO810.00%0.01%0.07%Q3 2018Q1 20239
XBI SPDR SER TR990.01%0.01%0.01%Q3 2021Q3 20239
KRE SPDR SER TR990.00%0.01%0.01%Q2 2021Q2 20239
AAXJ ISHARES TR990.00%0.00%0.01%Q2 2021Q2 20239
PLTR PALANTIR TECHNOLOGIES INC990.00%0.00%0.01%Q2 2021Q2 20239
CNRG SPDR SER TR990.00%0.00%0.00%Q2 2021Q2 20239
MOS MOSAIC CO NEW990.00%0.00%0.01%Q3 2021Q3 20239
ORLY OREILLY AUTOMOTIVE INC990.00%0.00%0.01%Q3 2021Q3 20239
OGN ORGANON & CO990.00%0.00%0.01%Q2 2021Q2 20239
CRWD CROWDSTRIKE HLDGS INC810.00%0.00%0.01%Q2 2021Q3 20239
SHM SPDR SER TR880.00%0.15%0.52%Q4 2021Q3 20238
RDSA ROYAL DUTCH SHELL PLC880.09%0.13%0.17%Q1 2018Q4 20198
VBK VANGUARD INDEX FDS880.00%0.12%0.17%Q4 2021Q3 20238
VAW VANGUARD WORLD FDS880.04%0.05%0.05%Q4 2021Q3 20238
CNQ CANADIAN NAT RES LTD880.01%0.02%0.02%Q4 2021Q3 20238
AOR ISHARES TR880.00%0.02%0.11%Q4 2021Q3 20238
IWB ISHARES TR880.02%0.02%0.02%Q2 2021Q1 20238
BGR BLACKROCK ENERGY & RES TR880.01%0.01%0.02%Q4 2021Q3 20238
AMD ADVANCED MICRO DEVICES...620.00%0.01%0.02%Q3 2021Q3 20238
MET METLIFE INC880.01%0.01%0.01%Q4 2021Q3 20238
GLW CORNING INC880.01%0.01%0.01%Q4 2021Q3 20238
EQCPRD EQUITY COMWLTH880.01%0.01%0.01%Q4 2021Q3 20238
NOW SERVICENOW INC880.00%0.01%0.01%Q4 2021Q3 20238
XLV SELECT SECTOR SPDR TR880.00%0.01%0.01%Q4 2021Q3 20238
WSBC WESBANCO INC880.01%0.01%0.01%Q2 2021Q1 20238
BSX BOSTON SCIENTIFIC CORP880.00%0.01%0.01%Q4 2021Q3 20238
VOE VANGUARD INDEX FDS530.00%0.00%0.01%Q2 2021Q3 20238
VOT VANGUARD INDEX FDS530.00%0.00%0.01%Q2 2021Q3 20238
PDBC INVESCO ACTVELY MNGD E...880.00%0.00%0.02%Q4 2021Q3 20238
POOL POOL CORP880.00%0.00%0.01%Q2 2021Q1 20238
XLRE SELECT SECTOR SPDR TR880.00%0.00%0.01%Q4 2021Q3 20238
HBAN HUNTINGTON BANCSHARES INC880.00%0.00%0.01%Q2 2021Q1 20238
ICLN ISHARES TR880.00%0.00%0.01%Q4 2021Q3 20238
ETR ENTERGY CORP NEW880.00%0.00%0.00%Q4 2021Q3 20238
DRIV GLOBAL X FDS880.00%0.00%0.00%Q4 2021Q3 20238
ABB ABB LTD880.00%0.00%0.00%Q2 2021Q1 20238
XLY SELECT SECTOR SPDR TR880.00%0.00%0.00%Q4 2021Q3 20238
ARKG ARK ETF TR880.00%0.00%0.00%Q4 2021Q3 20238
DIGITAL WORLD ACQUISIT...880.00%0.00%0.00%Q4 2021Q3 20238
ACB AURORA CANNABIS INC880.00%0.00%0.00%Q2 2021Q1 20238
VUG VANGUARD INDEX FDS770.36%0.42%0.50%Q1 2022Q3 20237
VTV VANGUARD INDEX FDS770.32%0.35%0.44%Q1 2022Q3 20237
SPSM SPDR SER TR770.03%0.29%0.54%Q1 2022Q3 20237
HCN HEALTH CARE REIT INC770.18%0.28%0.55%Q4 2013Q2 20157
BRO BROWN & BROWN INC770.20%0.22%0.24%Q1 2022Q3 20237
DWDP DOWDUPONT INC770.08%0.17%0.23%Q3 2017Q1 20197
MCO MOODYS CORP770.13%0.16%0.18%Q1 2022Q3 20237
ACGL ARCH CAP GROUP LTD770.09%0.13%0.17%Q1 2022Q3 20237
RTN RAYTHEON CO520.06%0.10%0.16%Q3 2017Q1 20207
SMB VANECK ETF TRUST770.05%0.08%0.19%Q1 2022Q3 20237
XLE SELECT SECTOR SPDR TR770.01%0.04%0.05%Q1 2022Q3 20237
SLYV SPDR SER TR770.03%0.04%0.04%Q1 2022Q3 20237
IWO ISHARES TR770.03%0.03%0.04%Q1 2022Q3 20237
SPDW SPDR INDEX SHS FDS770.02%0.03%0.04%Q1 2022Q3 20237
PH PARKER-HANNIFIN CORP770.01%0.03%0.04%Q1 2022Q3 20237
LIN LINDE PLC770.02%0.03%0.04%Q2 2021Q4 20227
SPYV SPDR SER TR770.02%0.02%0.03%Q1 2022Q3 20237
PCAR PACCAR INC430.01%0.02%0.03%Q2 2021Q3 20237
SHOP SHOPIFY INC430.00%0.02%0.05%Q3 2021Q3 20237
TPYP MANAGED PORTFOLIO SERIES770.00%0.02%0.02%Q1 2022Q3 20237
DVN DEVON ENERGY CORP NEW610.00%0.01%0.02%Q2 2021Q3 20237
GS GOLDMAN SACHS GROUP INC770.00%0.01%0.01%Q1 2022Q3 20237
SDY SPDR SER TR610.00%0.01%0.01%Q2 2021Q3 20237
NTRS NORTHERN TR CORP770.00%0.01%0.03%Q4 2021Q2 20237
IJS ISHARES TR770.01%0.01%0.01%Q1 2022Q3 20237
FITB FIFTH THIRD BANCORP770.00%0.00%0.01%Q2 2021Q4 20227
CI THE CIGNA GROUP770.00%0.00%0.01%Q1 2022Q3 20237
CFG CITIZENS FINL GROUP INC770.00%0.00%0.01%Q2 2021Q4 20227
PAWZ PROSHARES TR770.00%0.00%0.00%Q3 2021Q1 20237
SHELL PLC770.00%0.00%0.00%Q1 2022Q3 20237
DSI ISHARES TR770.00%0.00%0.00%Q1 2022Q3 20237
GXO LOGISTICS INCORPOR...770.00%0.00%0.01%Q1 2022Q3 20237
SOFI SOFI TECHNOLOGIES INC770.00%0.00%0.00%Q4 2021Q2 20237
LTHM LIVENT CORP770.00%0.00%0.00%Q3 2021Q1 20237
ZTR VIRTUS TOTAL RETURN FD...770.00%0.00%0.00%Q1 2022Q3 20237
PNM PNM RES INC770.00%0.00%0.00%Q1 2022Q3 20237
UAA UNDER ARMOUR INC770.00%0.00%0.01%Q1 2022Q3 20237
ALC ALCON AG520.00%0.00%0.00%Q2 2021Q3 20237
KTOS KRATOS DEFENSE & SEC S...770.00%0.00%0.00%Q2 2021Q4 20227
MP MP MATERIALS CORP430.00%0.00%0.00%Q2 2021Q1 20237
ZIMVIE INC770.00%0.00%0.00%Q1 2022Q3 20237
BHF BRIGHTHOUSE FINL INC770.00%0.00%0.00%Q2 2021Q4 20227
AZZ AZZ INC770.00%0.00%0.00%Q1 2022Q3 20237
BEDZ ADVISORSHARES TR770.00%0.00%0.00%Q1 2022Q3 20237
AOA ISHARES TR770.00%0.00%0.00%Q1 2022Q3 20237
DISH DISH NETWORK CORPORATION770.00%0.00%0.00%Q2 2021Q4 20227
JMSB JOHN MARSHALL BANCORP INC661.22%1.49%1.95%Q2 2022Q3 20236
GOOGL GOOGLE INC330.15%0.34%0.66%Q1 2014Q3 20156
SIAL SIGMA ALDRICH CORP660.19%0.34%0.50%Q4 2013Q1 20156
BSCN INVESCO EXCH TRD SLF I...660.00%0.11%0.18%Q2 2022Q3 20236
VERB VERB TECHNOLOGY CO INC660.03%0.05%0.07%Q4 2020Q1 20226
DHF DREYFUS HIGH YIELD STR...660.01%0.04%0.06%Q4 2017Q1 20196
WSO WATSCO INC510.00%0.02%0.02%Q1 2022Q3 20236
DIMENSIONAL ETF TRUST660.01%0.01%0.02%Q2 2022Q3 20236
HDV ISHARES TR660.01%0.01%0.01%Q2 2022Q3 20236
HUBB HUBBELL INC660.01%0.01%0.01%Q2 2022Q3 20236
HYG ISHARES TR660.00%0.01%0.02%Q2 2021Q3 20226
RLY SSGA ACTIVE ETF TR660.01%0.01%0.01%Q2 2022Q3 20236
VUSB VANGUARD BD INDEX FDS660.00%0.01%0.04%Q1 2022Q2 20236
XLF SELECT SECTOR SPDR TR660.01%0.01%0.01%Q2 2022Q3 20236
BIPC BROOKFIELD INFRASTRUCT...660.00%0.00%0.01%Q2 2021Q3 20226
STX SEAGATE TECHNOLOGY HLD...660.00%0.00%0.01%Q2 2021Q3 20226
IDEV ISHARES TR510.00%0.00%0.01%Q4 2021Q3 20236
XME SPDR SER TR660.00%0.00%0.00%Q2 2022Q3 20236
CHD CHURCH & DWIGHT CO INC660.00%0.00%0.00%Q2 2022Q3 20236
COIN COINBASE GLOBAL INC510.00%0.00%0.01%Q2 2021Q4 20226
PFS PROVIDENT FINL SVCS INC660.00%0.00%0.00%Q2 2022Q3 20236
KMX CARMAX INC420.00%0.00%0.00%Q2 2021Q2 20236
BBY BEST BUY INC660.00%0.00%0.00%Q1 2022Q2 20236
DOCU DOCUSIGN INC330.00%0.00%0.01%Q2 2021Q2 20236
AEM AGNICO EAGLE MINES LTD660.00%0.00%0.00%Q1 2022Q2 20236
SPHQ INVESCO EXCHANGE TRADE...510.00%0.00%0.01%Q2 2021Q3 20236
WARNER BROS DISCOVERY INC660.00%0.00%0.00%Q2 2022Q3 20236
ZTO ZTO EXPRESS CAYMAN INC660.00%0.00%0.00%Q2 2021Q3 20226
CRSP CRISPR THERAPEUTICS AG660.00%0.00%0.00%Q2 2022Q3 20236
WY WEYERHAEUSER CO MTN BE660.00%0.00%0.00%Q4 2021Q1 20236
PALI PALISADE BIO INC660.00%0.00%0.00%Q2 2021Q3 20226
FSLR FIRST SOLAR INC510.00%0.00%0.00%Q2 2021Q3 20236
VNO VORNADO RLTY TR660.00%0.00%0.00%Q2 2022Q3 20236
RYN RAYONIER INC660.00%0.00%0.00%Q2 2022Q3 20236
REYN REYNOLDS CONSUMER PROD...660.00%0.00%0.00%Q3 2021Q4 20226
MTD METTLER TOLEDO INTERNA...660.00%0.00%0.00%Q2 2022Q3 20236
COMP COMPASS INC660.00%0.00%0.00%Q2 2022Q3 20236
IBTD ISHARES TR550.01%0.78%1.54%Q3 2022Q3 20235
IBTE ISHARES TR550.16%0.45%1.14%Q3 2022Q3 20235
PRGO PERRIGO CO PLC410.14%0.27%0.76%Q1 2014Q3 20155
GWX SPDR INDEX SHS FDS410.12%0.26%0.38%Q1 2014Q2 20155
IUSV ISHARES TR550.01%0.14%0.19%Q3 2022Q3 20235
HIG HARTFORD FINL SVCS GRO...410.06%0.12%0.14%Q1 2017Q3 20195
RPM RPM INTL INC550.04%0.05%0.06%Q2 2020Q2 20215
CMG CHIPOTLE MEXICAN GRILL...550.00%0.05%0.09%Q3 2022Q3 20235
J JACOBS ENGR GROUP INC550.02%0.05%0.06%Q2 2021Q2 20225
JACOBS SOLUTIONS INC550.04%0.04%0.06%Q3 2022Q3 20235
AUB ATLANTIC UN BANKSHARES...550.02%0.02%0.02%Q3 2022Q3 20235
IEFA ISHARES TR550.01%0.02%0.02%Q3 2022Q3 20235
PGR PROGRESSIVE CORP550.00%0.01%0.02%Q3 2022Q3 20235
ISRG INTUITIVE SURGICAL INC550.00%0.01%0.02%Q3 2022Q3 20235
SPLG SPDR SER TR550.00%0.01%0.03%Q3 2022Q3 20235
IFF INTERNATIONAL FLAVORS&...410.00%0.01%0.01%Q3 2021Q3 20235
UI UBIQUITI INC550.00%0.01%0.01%Q3 2021Q3 20225
TTD THE TRADE DESK INC410.00%0.01%0.01%Q2 2021Q3 20235
SWAV SHOCKWAVE MED INC550.01%0.01%0.01%Q3 2021Q3 20225
RBLX ROBLOX CORP550.00%0.01%0.01%Q3 2021Q3 20225
ANNALY CAPITAL MANAGEM...550.00%0.01%0.01%Q3 2022Q3 20235
WEC WEC ENERGY GROUP INC550.01%0.01%0.01%Q4 2021Q4 20225
KEY KEYCORP410.00%0.00%0.01%Q2 2021Q4 20225
IHRT IHEARTMEDIA INC550.00%0.00%0.01%Q3 2021Q3 20225
MITK MITEK SYS INC550.00%0.00%0.00%Q2 2021Q2 20225
SLY SPDR SER TR550.00%0.00%0.01%Q4 2021Q4 20225
ROKU ROKU INC550.00%0.00%0.01%Q3 2021Q3 20225
CGC CANOPY GROWTH CORP550.00%0.00%0.01%Q2 2021Q2 20225
ARWR ARROWHEAD PHARMACEUTIC...550.00%0.00%0.00%Q3 2021Q3 20225
SIVB SVB FINANCIAL GROUP550.00%0.00%0.00%Q3 2021Q3 20225
GSK GSK PLC550.00%0.00%0.01%Q2 2021Q2 20225
UPST UPSTART HLDGS INC410.00%0.00%0.01%Q3 2021Q4 20225
SCHV SCHWAB STRATEGIC TR550.00%0.00%0.00%Q3 2022Q3 20235
AMRS AMYRIS INC550.00%0.00%0.00%Q3 2021Q3 20225
UAL UNITED AIRLS HLDGS INC550.00%0.00%0.00%Q3 2022Q3 20235
IWS ISHARES TR550.00%0.00%0.00%Q3 2022Q3 20235
NXPI NXP SEMICONDUCTORS N V550.00%0.00%0.00%Q2 2021Q2 20225
TDOC TELADOC HEALTH INC550.00%0.00%0.00%Q3 2021Q3 20225
RGR STURM RUGER & CO INC550.00%0.00%0.00%Q4 2021Q4 20225
SWBI SMITH & WESSON BRANDS INC550.00%0.00%0.00%Q4 2021Q4 20225
GSK PLC550.00%0.00%0.00%Q3 2022Q3 20235
SRVR PACER FDS TR550.00%0.00%0.00%Q2 2021Q2 20225
ING ING GROEP N.V.320.00%0.00%0.00%Q2 2021Q3 20235
OGEN ORAGENICS INC550.00%0.00%0.00%Q2 2021Q2 20225
SPWR SUNPOWER CORP550.00%0.00%0.00%Q2 2021Q2 20225
RUN SUNRUN INC550.00%0.00%0.00%Q2 2021Q2 20225
IGC INDIA GLOBALIZATION CA...550.00%0.00%0.00%Q2 2021Q2 20225
LIT GLOBAL X FDS550.00%0.00%0.00%Q3 2022Q3 20235
GMED GLOBUS MED INC550.00%0.00%0.00%Q3 2022Q3 20235
NOK NOKIA CORP550.00%0.00%0.00%Q2 2021Q2 20225
TNDM TANDEM DIABETES CARE INC550.00%0.00%0.00%Q2 2021Q2 20225
TLRY TILRAY INC550.00%0.00%0.00%Q2 2021Q2 20225
TWOU 2U INC550.00%0.00%0.00%Q2 2021Q2 20225
FUN CEDAR FAIR L P550.00%0.00%0.00%Q4 2021Q4 20225
PROSHARES TR550.00%0.00%0.00%Q3 2022Q3 20235
RCL ROYAL CARIBBEAN GROUP550.00%0.00%0.00%Q3 2022Q3 20235
VTWG VANGUARD SCOTTSDALE FDS550.00%0.00%0.00%Q3 2022Q3 20235
VSTM VERASTEM INC550.00%0.00%0.00%Q2 2021Q2 20225
AOUT AMERICAN OUTDOOR BRAND...550.00%0.00%0.00%Q4 2021Q4 20225
MAXN MAXEON SOLAR TECHNOLOG...550.00%0.00%0.00%Q2 2021Q2 20225
GRAB HOLDINGS LIMITED550.00%0.00%0.00%Q4 2021Q4 20225
EXC EXELON CORP550.00%0.00%0.00%Q2 2021Q2 20225
MU MICRON TECHNOLOGY INC550.00%0.00%0.00%Q2 2021Q2 20225
JETS ETF SER SOLUTIONS550.00%0.00%0.00%Q3 2022Q3 20235
AMJ JPMORGAN CHASE & CO444.17%5.84%7.45%Q4 2014Q3 20154
IDV ISHARES440.23%0.31%0.45%Q4 2013Q3 20144
FTI FMC TECHNOLOGIES INC440.22%0.29%0.38%Q4 2013Q3 20144
ETP ENERGY TRANSFER PRTNRS...440.21%0.23%0.28%Q4 2014Q3 20154
EMC E M C CORP MASS440.15%0.21%0.28%Q1 2014Q4 20144
BIV VANGUARD BD INDEX FDS440.02%0.14%0.51%Q4 2021Q3 20224
BRKA BERKSHIRE HATHAWAY INC...220.09%0.13%0.18%Q3 2014Q2 20184
BND VANGUARD BD INDEX FDS440.00%0.12%0.47%Q4 2021Q3 20224
BSCO INVESCO EXCH TRD SLF I...440.08%0.09%0.10%Q3 2022Q2 20234
STI SUNTRUST BKS INC440.08%0.08%0.09%Q4 2018Q3 20194
KNSL KINSALE CAP GROUP INC440.01%0.08%0.15%Q4 2022Q3 20234
AET AETNA INC NEW440.07%0.07%0.08%Q4 2017Q3 20184
SLB SCHLUMBERGER LTD110.00%0.07%0.20%Q2 2014Q3 20234
MUB ISHARES TR440.00%0.06%0.16%Q4 2021Q3 20224
MELI MERCADOLIBRE INC440.04%0.04%0.05%Q4 2022Q3 20234
RENEW ENERGY GLOBAL PLC310.03%0.03%0.04%Q3 2022Q3 20234
GNRC GENERAC HLDGS INC440.03%0.03%0.04%Q4 2022Q3 20234
CBRE CBRE GROUP INC440.03%0.03%0.03%Q4 2022Q3 20234
LEU CENTRUS ENERGY CORP440.02%0.03%0.06%Q4 2022Q3 20234
JNK SPDR SER TR440.00%0.03%0.09%Q4 2021Q3 20224
AIZ ASSURANT INC440.02%0.02%0.02%Q1 2022Q4 20224
BP BP PLC310.01%0.02%0.05%Q4 2019Q4 20214
CERN CERNER CORP440.00%0.02%0.03%Q2 2021Q1 20224
GTLS CHART INDS INC440.02%0.02%0.02%Q4 2022Q3 20234
VRTX VERTEX PHARMACEUTICALS...440.02%0.02%0.02%Q4 2022Q3 20234
CBOE CBOE GLOBAL MKTS INC440.02%0.02%0.02%Q4 2022Q3 20234
PCY INVESCO EXCH TRADED FD...440.00%0.01%0.06%Q4 2021Q3 20224
VTIP VANGUARD MALVERN FDS310.01%0.01%0.03%Q1 2022Q3 20234
STPZ PIMCO ETF TR440.00%0.01%0.04%Q4 2021Q3 20224
CODI COMPASS DIVERSIFIED440.01%0.01%0.01%Q4 2022Q3 20234
MAIN MAIN STR CAP CORP440.01%0.01%0.01%Q2 2021Q1 20224
NMZ NUVEEN MUN HIGH INCOME...440.01%0.01%0.01%Q2 2021Q1 20224
WPC WP CAREY INC440.01%0.01%0.01%Q2 2021Q1 20224
EMB ISHARES TR440.00%0.01%0.03%Q4 2021Q3 20224
OHI OMEGA HEALTHCARE INVS INC440.01%0.01%0.01%Q4 2022Q3 20234
VXUS VANGUARD STAR FDS440.01%0.01%0.01%Q4 2022Q3 20234
STAA STAAR SURGICAL CO440.00%0.01%0.01%Q4 2022Q3 20234
BL BLACKLINE INC440.00%0.00%0.01%Q4 2022Q3 20234
BOMN BOSTON OMAHA CORP440.00%0.00%0.01%Q4 2022Q3 20234
CTRE CARETRUST REIT INC440.00%0.00%0.01%Q4 2022Q3 20234
EL LAUDER ESTEE COS INC440.00%0.00%0.01%Q2 2021Q1 20224
BHP BHP GROUP LTD440.00%0.00%0.00%Q2 2021Q1 20224
EPR EPR PPTYS440.00%0.00%0.00%Q4 2022Q3 20234
ARKQ ARK ETF TR440.00%0.00%0.00%Q2 2021Q1 20224
STAG STAG INDL INC440.00%0.00%0.00%Q4 2022Q3 20234
VSS VANGUARD INTL EQUITY I...310.00%0.00%0.01%Q2 2022Q3 20234
ABNB AIRBNB INC440.00%0.00%0.00%Q4 2022Q3 20234
SCHC SCHWAB STRATEGIC TR440.00%0.00%0.00%Q2 2021Q1 20224
CHTR CHARTER COMMUNICATIONS...440.00%0.00%0.00%Q2 2021Q1 20224
JCI JOHNSON CTLS INTL PLC310.00%0.00%0.00%Q2 2021Q3 20234
NEU NEWMARKET CORP440.00%0.00%0.00%Q3 2022Q2 20234
CG CARLYLE GROUP INC440.00%0.00%0.00%Q4 2022Q3 20234
FCX FREEPORT-MCMORAN INC310.00%0.00%0.00%Q2 2021Q3 20234
FCN FTI CONSULTING INC440.00%0.00%0.00%Q4 2022Q3 20234
VSGX VANGUARD WORLD FD440.00%0.00%0.00%Q4 2022Q3 20234
BLOK AMPLIFY ETF TR440.00%0.00%0.00%Q1 2022Q4 20224
GHC GRAHAM HLDGS CO440.00%0.00%0.00%Q4 2022Q3 20234
INFN INFINERA CORP440.00%0.00%0.00%Q2 2021Q1 20224
PTMC PACER FDS TR440.00%0.00%0.00%Q3 2021Q2 20224
IJK ISHARES TR440.00%0.00%0.00%Q2 2021Q1 20224
IAU ISHARES GOLD TR310.00%0.00%0.00%Q2 2021Q4 20224
EXAS EXACT SCIENCES CORP440.00%0.00%0.00%Q4 2022Q3 20234
DG DOLLAR GEN CORP NEW310.00%0.00%0.00%Q3 2022Q3 20234
WMB WILLIAMS COS INC210.00%0.00%0.00%Q2 2021Q3 20234
AJRD AEROJET ROCKETDYNE HLD...220.00%0.00%0.00%Q2 2021Q4 20224
ENERGY VAULT HOLDINGS INC440.00%0.00%0.00%Q1 2022Q4 20224
PHM PULTE GROUP INC440.00%0.00%0.00%Q4 2022Q3 20234
GRAB HOLDINGS LIMITED440.00%0.00%0.00%Q1 2022Q4 20224
ASAN ASANA INC440.00%0.00%0.00%Q1 2022Q4 20224
TSCO TRACTOR SUPPLY CO440.00%0.00%0.00%Q4 2022Q3 20234
LOTZ CARLOTZ INC440.00%0.00%0.00%Q4 2021Q3 20224
LAZR LUMINAR TECHNOLOGIES INC440.00%0.00%0.00%Q2 2021Q1 20224
SPYD SPDR SER TR440.00%0.00%0.00%Q4 2022Q3 20234
VTWV VANGUARD SCOTTSDALE FDS440.00%0.00%0.00%Q4 2022Q3 20234
GDX VANECK ETF TRUST440.00%0.00%0.00%Q4 2022Q3 20234
SMH VANECK ETF TRUST440.00%0.00%0.00%Q4 2022Q3 20234
HOG HARLEY DAVIDSON INC440.00%0.00%0.00%Q4 2022Q3 20234
TRITIUM DCFC LIMITED440.00%0.00%0.00%Q1 2022Q4 20224
AL AIR LEASE CORP330.11%0.12%0.13%Q1 2018Q3 20183
AGG ISHARES TR330.00%0.11%0.32%Q1 2022Q3 20223
KR KROGER CO210.10%0.10%0.11%Q1 2017Q4 20173
ANDV ANDEAVOR330.07%0.09%0.10%Q1 2018Q3 20183
NUE NUCOR CORP330.07%0.08%0.08%Q1 2018Q3 20183
KSS KOHLS CORP210.06%0.07%0.07%Q2 2018Q1 20193
NBG NATIONAL BK GREECE S A330.03%0.06%0.08%Q1 2015Q3 20153
PJAN INNOVATOR ETFS TR330.03%0.03%0.04%Q1 2023Q3 20233
ITA ISHARES TR330.02%0.02%0.03%Q1 2023Q3 20233
LINDE PLC330.02%0.02%0.02%Q1 2023Q3 20233
GHY PGIM GLOBAL HIGH YIELD...330.01%0.01%0.02%Q2 2021Q4 20213
GE HEALTHCARE TECHNOLO...330.01%0.01%0.01%Q1 2023Q3 20233
ALGN ALIGN TECHNOLOGY INC210.01%0.01%0.02%Q2 2021Q3 20233
AEP AMERICAN ELEC PWR CO INC210.00%0.01%0.02%Q2 2021Q1 20223
AOM ISHARES TR330.01%0.01%0.02%Q1 2022Q3 20223
UDR UDR INC330.01%0.01%0.01%Q2 2021Q4 20213
BTI BRITISH AMERN TOB PLC330.01%0.01%0.01%Q3 2021Q1 20223
CQP CHENIERE ENERGY PARTNE...330.01%0.01%0.01%Q1 2023Q3 20233
FVD FIRST TR VALUE LINE DI...330.01%0.01%0.01%Q2 2022Q4 20223
CF CF INDS HLDGS INC330.00%0.00%0.01%Q2 2022Q4 20223
OSTK OVERSTOCK COM INC DEL330.00%0.00%0.01%Q3 2021Q1 20223
MSTR MICROSTRATEGY INC330.00%0.00%0.00%Q3 2021Q1 20223
PANW PALO ALTO NETWORKS INC330.00%0.00%0.00%Q1 2023Q3 20233
ULTA ULTA BEAUTY INC210.00%0.00%0.00%Q2 2021Q3 20223
DELL DELL TECHNOLOGIES INC330.00%0.00%0.00%Q1 2023Q3 20233
HCA HCA HEALTHCARE INC330.00%0.00%0.00%Q1 2023Q3 20233
LULU LULULEMON ATHLETICA INC330.00%0.00%0.00%Q1 2023Q3 20233
RHI ROBERT HALF INTL INC330.00%0.00%0.00%Q3 2021Q1 20223
CAG CONAGRA BRANDS INC330.00%0.00%0.00%Q2 2021Q4 20213
SNDL SUNDIAL GROWERS INC330.00%0.00%0.00%Q2 2021Q4 20213
ASML ASML HOLDING N V330.00%0.00%0.00%Q1 2023Q3 20233
BIDU BAIDU INC330.00%0.00%0.00%Q3 2021Q1 20223
TCHP T ROWE PRICE ETF INC330.00%0.00%0.00%Q1 2022Q3 20223
KYNDRYL HLDGS INC330.00%0.00%0.00%Q4 2021Q2 20223
ESGE ISHARES INC210.00%0.00%0.00%Q4 2021Q3 20233
XLP SELECT SECTOR SPDR TR330.00%0.00%0.00%Q1 2023Q3 20233
TSN TYSON FOODS INC210.00%0.00%0.00%Q2 2021Q2 20233
FAST RADIUS INC330.00%0.00%0.00%Q1 2022Q3 20223
IPG INTERPUBLIC GROUP COS INC330.00%0.00%0.00%Q4 2022Q2 20233
RIVIAN AUTOMOTIVE INC330.00%0.00%0.00%Q3 2022Q1 20233
SAP SAP SE330.00%0.00%0.00%Q1 2023Q3 20233
XT ISHARES TR330.00%0.00%0.00%Q4 2021Q2 20223
DDOG DATADOG INC330.00%0.00%0.00%Q4 2022Q2 20233
BETZ LISTED FD TR330.00%0.00%0.00%Q2 2021Q4 20213
TOUGHBUILT INDS INC330.00%0.00%0.00%Q3 2022Q1 20233
TM TOYOTA MOTOR CORP330.00%0.00%0.00%Q3 2022Q1 20233
MGM MGM RESORTS INTERNATIONAL330.00%0.00%0.00%Q3 2022Q1 20233
COMT ISHARES U S ETF TR330.00%0.00%0.00%Q4 2021Q2 20223
DAPP VANECK ETF TRUST330.00%0.00%0.00%Q4 2021Q2 20223
PFEB INNOVATOR ETFS TR220.22%0.22%0.22%Q1 2023Q2 20232
NOV NATIONAL OILWELL VARCO...220.18%0.19%0.20%Q2 2014Q3 20142
WPZ WILLIAMS PARTNERS L P220.18%0.18%0.18%Q3 2014Q4 20142
DD DU PONT E I DE NEMOURS...220.15%0.15%0.15%Q1 2017Q2 20172
WPZ WILLIAMS PARTNERS L P NEW220.14%0.14%0.14%Q1 2015Q2 20152
RAI REYNOLDS AMERICAN INC220.14%0.14%0.14%Q1 2017Q2 20172
MYL MYLAN N V220.11%0.12%0.14%Q4 2016Q1 20172
WDC WESTERN DIGITAL CORP220.11%0.12%0.14%Q1 2018Q2 20182
AFL AFLAC INC110.00%0.11%0.22%Q4 2017Q3 20232
PMAR INNOVATOR ETFS TR220.08%0.08%0.08%Q1 2023Q2 20232
PMAY INNOVATOR ETFS TR220.07%0.07%0.07%Q2 2023Q3 20232
FRT FEDERAL REALTY INVT TR110.05%0.06%0.08%Q4 2019Q2 20202
PJUL INNOVATOR ETFS TR220.04%0.05%0.05%Q2 2023Q3 20232
ESGV VANGUARD WORLD FD220.04%0.04%0.04%Q2 2023Q3 20232
GLOBAL X FDS220.03%0.03%0.03%Q2 2023Q3 20232
ANET ARISTA NETWORKS INC220.02%0.03%0.03%Q2 2023Q3 20232
PSN PARSONS CORP DEL220.02%0.02%0.04%Q4 2021Q1 20222
PAYC PAYCOM SOFTWARE INC220.02%0.02%0.02%Q2 2023Q3 20232
DHF BNY MELLON HIGH YIELD ...220.01%0.02%0.02%Q3 2019Q4 20192
ODFL OLD DOMINION FREIGHT L...220.01%0.02%0.02%Q2 2023Q3 20232
ATLASSIAN CORPORATION220.01%0.01%0.02%Q2 2023Q3 20232
BSCM INVESCO EXCH TRD SLF I...220.00%0.01%0.02%Q2 2022Q3 20222
IXN ISHARES TR110.00%0.01%0.01%Q4 2021Q4 20222
APPN APPIAN CORP110.00%0.01%0.01%Q2 2021Q4 20222
ENB ENBRIDGE INC110.00%0.01%0.01%Q2 2021Q4 20212
COR CORESITE RLTY CORP220.01%0.01%0.01%Q2 2021Q3 20212
SPLK SPLUNK INC220.00%0.01%0.01%Q2 2023Q3 20232
FLAU FRANKLIN TEMPLETON ETF TR220.00%0.00%0.00%Q2 2021Q3 20212
NVEE NV5 GLOBAL INC220.00%0.00%0.00%Q2 2023Q3 20232
ENZL ISHARES TR220.00%0.00%0.00%Q2 2021Q3 20212
LRGF ISHARES TR220.00%0.00%0.01%Q2 2021Q3 20212
CELH CELSIUS HLDGS INC220.00%0.00%0.00%Q3 2021Q4 20212
HUBS HUBSPOT INC220.00%0.00%0.00%Q2 2023Q3 20232
TTWO TAKE-TWO INTERACTIVE S...220.00%0.00%0.00%Q2 2021Q3 20212
STOR STORE CAP CORP110.00%0.00%0.01%Q2 2021Q4 20222
MRNA MODERNA INC110.00%0.00%0.01%Q2 2021Q4 20212
MASTERBRAND INC220.00%0.00%0.00%Q4 2022Q1 20232
Z ZILLOW GROUP INC110.00%0.00%0.00%Q2 2021Q4 20212
ATUS ALTICE USA INC220.00%0.00%0.00%Q2 2021Q3 20212
NLY ANNALY CAPITAL MANAGEM...220.00%0.00%0.00%Q1 2022Q2 20222
CCK CROWN HLDGS INC110.00%0.00%0.00%Q2 2021Q3 20232
TRI THOMSON REUTERS CORP.110.00%0.00%0.00%Q2 2021Q1 20222
LSI LIFE STORAGE INC220.00%0.00%0.00%Q4 2021Q1 20222
SMG SCOTTS MIRACLE-GRO CO220.00%0.00%0.00%Q2 2022Q3 20222
DBC INVESCO DB COMMDY INDX...220.00%0.00%0.00%Q4 2021Q1 20222
JIG J P MORGAN EXCHANGE-TR...220.00%0.00%0.00%Q4 2021Q1 20222
TSM TAIWAN SEMICONDUCTOR M...220.00%0.00%0.00%Q3 2021Q4 20212
QS QUANTUMSCAPE CORP220.00%0.00%0.00%Q2 2021Q3 20212
FTAI FORTRESS TRANS INFRST ...110.00%0.00%0.00%Q3 2021Q2 20222
NDAQ NASDAQ INC220.00%0.00%0.00%Q2 2023Q3 20232
EW EDWARDS LIFESCIENCES CORP220.00%0.00%0.00%Q2 2023Q3 20232
FMC FMC CORP110.00%0.00%0.00%Q2 2021Q2 20232
BAP CREDICORP LTD220.00%0.00%0.00%Q2 2023Q3 20232
RTOKY RENTOKIL INITIAL PLC220.00%0.00%0.00%Q2 2023Q3 20232
AIG AMERICAN INTL GROUP INC220.00%0.00%0.00%Q2 2023Q3 20232
FTI TECHNIPFMC PLC220.00%0.00%0.00%Q2 2023Q3 20232
CONSTELLATION ENERGY CORP220.00%0.00%0.00%Q1 2022Q2 20222
CCEP COCA-COLA EUROPACIFIC ...220.00%0.00%0.00%Q2 2023Q3 20232
FE FIRSTENERGY CORP220.00%0.00%0.00%Q2 2023Q3 20232
CCJ CAMECO CORP220.00%0.00%0.00%Q2 2023Q3 20232
MPC MARATHON PETE CORP220.00%0.00%0.00%Q2 2023Q3 20232
CPB CAMPBELL SOUP CO220.00%0.00%0.00%Q1 2023Q2 20232
ARDX ARDELYX INC220.00%0.00%0.00%Q3 2021Q4 20212
SONY SONY GROUP CORPORATION220.00%0.00%0.00%Q2 2023Q3 20232
TTE TOTALENERGIES SE220.00%0.00%0.00%Q2 2023Q3 20232
HUM HUMANA INC220.00%0.00%0.00%Q2 2023Q3 20232
BFLY BUTTERFLY NETWORK INC220.00%0.00%0.00%Q3 2022Q4 20222
NXU NOVUS CAPITAL CORPORAT...220.00%0.00%0.00%Q3 2021Q4 20212
BROOKFIELD ASSET MANAG...220.00%0.00%0.00%Q2 2023Q3 20232
CNC CENTENE CORP DEL220.00%0.00%0.00%Q2 2023Q3 20232
AGCUU ALTIMETER GROWTH CORP220.00%0.00%0.00%Q2 2021Q3 20212
MGA MAGNA INTL INC110.00%0.00%0.00%Q2 2022Q3 20232
SPB SPECTRUM BRANDS HLDGS ...110.00%0.00%0.00%Q1 2022Q4 20222
PCG PG&E CORP220.00%0.00%0.00%Q2 2023Q3 20232
SHIFT TECHNOLOGIES INC220.00%0.00%0.00%Q1 2023Q2 20232
TDC TERADATA CORP DEL220.00%0.00%0.00%Q2 2023Q3 20232
PAUG INNOVATOR ETFS TR110.44%0.44%0.44%Q3 2023Q3 20231
BTTGY BT GROUP PLC110.40%0.40%0.40%Q2 2016Q2 20161
SGOV ISHARES TR110.30%0.30%0.30%Q3 2023Q3 20231
PSEP INNOVATOR ETFS TR110.19%0.19%0.19%Q3 2023Q3 20231
WAG WALGREEN CO110.17%0.17%0.17%Q2 2014Q2 20141
BAH BOOZ ALLEN HAMILTON HL...110.16%0.16%0.16%Q2 2017Q2 20171
SEP SPECTRA ENERGY PARTNER...110.14%0.14%0.14%Q4 2014Q4 20141
ESRX EXPRESS SCRIPTS HLDG CO110.13%0.13%0.13%Q4 2015Q4 20151
SPG SIMON PPTY GROUP INC NEW110.12%0.12%0.12%Q1 2015Q1 20151
SPY SPDR S&P 500 ETF TR110.12%0.12%0.12%Q4 2020Q4 20201
HBI HANESBRANDS INC110.12%0.12%0.12%Q1 2017Q1 20171
APLE APPLE HOSPITALITY REIT...110.08%0.08%0.08%Q4 2017Q4 20171
BPL BUCKEYE PARTNERS L P110.08%0.08%0.08%Q4 2017Q4 20171
FERG FERGUSON PLC NEW110.02%0.02%0.02%Q1 2022Q1 20221
DHF BNY MELLON HIGH YIELD ...110.02%0.02%0.02%Q2 2019Q2 20191
SPMD SPDR SER TR110.02%0.02%0.02%Q3 2023Q3 20231
IBTB ISHARES TR110.02%0.02%0.02%Q3 2022Q3 20221
HSIC HENRY SCHEIN INC110.02%0.02%0.02%Q2 2021Q2 20211
AB ALLIANCEBERNSTEIN HLDG...110.01%0.01%0.01%Q2 2021Q2 20211
IPGP IPG PHOTONICS CORP110.01%0.01%0.01%Q2 2021Q2 20211
ITM VANECK ETF TRUST110.01%0.01%0.01%Q1 2022Q1 20221
TMFC RBB FD INC110.01%0.01%0.01%Q4 2022Q4 20221
EPAM EPAM SYS INC110.01%0.01%0.01%Q4 2021Q4 20211
HAL HALLIBURTON CO110.01%0.01%0.01%Q2 2021Q2 20211
AFG AMERICAN FINL GROUP IN...110.01%0.01%0.01%Q2 2021Q2 20211
FORTREA HLDGS INC110.01%0.01%0.01%Q3 2023Q3 20231
KLAC KLA CORP110.01%0.01%0.01%Q4 2021Q4 20211
JEF JEFFERIES FINL GROUP INC110.01%0.01%0.01%Q4 2022Q4 20221
REGN REGENERON PHARMACEUTICALS110.01%0.01%0.01%Q2 2021Q2 20211
PDI PIMCO DYNAMIC INCOME FD110.01%0.01%0.01%Q1 2022Q1 20221
SPIB SPDR SER TR110.01%0.01%0.01%Q3 2023Q3 20231
KENVUE INC110.01%0.01%0.01%Q3 2023Q3 20231
EFAV ISHARES TR110.01%0.01%0.01%Q1 2022Q1 20221
AJG GALLAGHER ARTHUR J & CO110.01%0.01%0.01%Q2 2021Q2 20211
CLF CLEVELAND-CLIFFS INC NEW110.01%0.01%0.01%Q2 2021Q2 20211
RF REGIONS FINANCIAL CORP...110.01%0.01%0.01%Q2 2021Q2 20211
GSG ISHARES S&P GSCI COMMO...110.01%0.01%0.01%Q3 2023Q3 20231
JMIA JUMIA TECHNOLOGIES AG110.00%0.00%0.00%Q2 2021Q2 20211
PID INVESCO EXCHANGE TRADE...110.00%0.00%0.00%Q2 2022Q2 20221
HRL HORMEL FOODS CORP110.00%0.00%0.00%Q2 2021Q2 20211
ET ENERGY TRANSFER L P110.00%0.00%0.00%Q3 2023Q3 20231
AZN ASTRAZENECA PLC110.00%0.00%0.00%Q2 2021Q2 20211
NI NISOURCE INC110.00%0.00%0.00%Q2 2021Q2 20211
GWW GRAINGER W W INC110.00%0.00%0.00%Q3 2023Q3 20231
QRVO QORVO INC110.00%0.00%0.00%Q2 2021Q2 20211
SPYG SPDR SER TR110.00%0.00%0.00%Q2 2022Q2 20221
EBAY EBAY INC.110.00%0.00%0.00%Q2 2021Q2 20211
SNCA SENECA BIOPHARMA INC110.00%0.00%0.00%Q1 2021Q1 20211
DOCN DIGITALOCEAN HLDGS INC110.00%0.00%0.00%Q4 2022Q4 20221
VFC V F CORP110.00%0.00%0.00%Q2 2021Q2 20211
AFIN THE NECESSITY RETAIL R...110.00%0.00%0.00%Q4 2022Q4 20221
AMCR AMCOR PLC110.00%0.00%0.00%Q2 2021Q2 20211
AY ATLANTICA SUSTAINABLE ...110.00%0.00%0.00%Q2 2021Q2 20211
TT TRANE TECHNOLOGIES PLC110.00%0.00%0.00%Q2 2021Q2 20211
KKR KKR & CO INC110.00%0.00%0.00%Q2 2021Q2 20211
LW LAMB WESTON HLDGS INC110.00%0.00%0.00%Q2 2021Q2 20211
DOV DOVER CORP110.00%0.00%0.00%Q3 2023Q3 20231
SHP ETF TRUST110.00%0.00%0.00%Q2 2022Q2 20221
MMC MARSH & MCLENNAN COS INC110.00%0.00%0.00%Q3 2023Q3 20231
CSL CARLISLE COS INC110.00%0.00%0.00%Q3 2023Q3 20231
ESGU ISHARES TR110.00%0.00%0.00%Q4 2021Q4 20211
EWS ISHARES INC110.00%0.00%0.00%Q2 2021Q2 20211
MFMS RBB FD INC110.00%0.00%0.00%Q4 2022Q4 20221
DFH DREAM FINDERS HOMES INC110.00%0.00%0.00%Q4 2022Q4 20221
FAF FIRST AMERN FINL CORP110.00%0.00%0.00%Q2 2021Q2 20211
SPGM SPDR INDEX SHS FDS110.00%0.00%0.00%Q2 2022Q2 20221
ALV AUTOLIV INC110.00%0.00%0.00%Q2 2021Q2 20211
SJM SMUCKER J M CO110.00%0.00%0.00%Q3 2023Q3 20231
EGBN EAGLE BANCORP INC MD110.00%0.00%0.00%Q2 2021Q2 20211
WIX WIX COM LTD110.00%0.00%0.00%Q2 2021Q2 20211
CTAS CINTAS CORP110.00%0.00%0.00%Q3 2023Q3 20231
CVET COVETRUS INC110.00%0.00%0.00%Q2 2021Q2 20211
FDS FACTSET RESH SYS INC110.00%0.00%0.00%Q3 2023Q3 20231
IDXX IDEXX LABS INC110.00%0.00%0.00%Q3 2023Q3 20231
EXPD EXPEDITORS INTL WASH INC110.00%0.00%0.00%Q3 2023Q3 20231
PXH INVESCO EXCH TRADED FD...110.00%0.00%0.00%Q3 2022Q3 20221
VUZI VUZIX CORP110.00%0.00%0.00%Q2 2021Q2 20211
PSFE PAYSAFE LIMITED110.00%0.00%0.00%Q2 2021Q2 20211
HAGERTY INC110.00%0.00%0.00%Q4 2022Q4 20221
HTGC HERCULES CAPITAL INC110.00%0.00%0.00%Q3 2023Q3 20231
EFG ISHARES TR110.00%0.00%0.00%Q4 2021Q4 20211
WOOF PETCO HEALTH & WELLNES...110.00%0.00%0.00%Q2 2021Q2 20211
HUN HUNTSMAN CORP110.00%0.00%0.00%Q4 2022Q4 20221
EFV ISHARES TR110.00%0.00%0.00%Q4 2021Q4 20211
IUSB ISHARES TR110.00%0.00%0.00%Q4 2021Q4 20211
FVRR FIVERR INTL LTD110.00%0.00%0.00%Q4 2022Q4 20221
PLTR PALANTIR TECHNOLOGIES INC110.00%0.00%0.00%Q4 2021Q4 20211
NTR NUTRIEN LTD110.00%0.00%0.00%Q2 2022Q2 20221
ACCO ACCO BRANDS CORP110.00%0.00%0.00%Q4 2022Q4 20221
DIMENSIONAL ETF TRUST110.00%0.00%0.00%Q3 2023Q3 20231
MRTX MIRATI THERAPEUTICS INC110.00%0.00%0.00%Q2 2023Q2 20231
DKNG DRAFTKINGS INC110.00%0.00%0.00%Q2 2021Q2 20211
UEIC UNIVERSAL ELECTRS INC110.00%0.00%0.00%Q4 2022Q4 20221
SFIX STITCH FIX INC110.00%0.00%0.00%Q2 2021Q2 20211
FALN ISHARES TR110.00%0.00%0.00%Q4 2021Q4 20211
WPM WHEATON PRECIOUS METAL...110.00%0.00%0.00%Q3 2023Q3 20231
SWM MATIV HOLDINGS INC110.00%0.00%0.00%Q4 2022Q4 20221
TOL TOLL BROTHERS INC110.00%0.00%0.00%Q2 2021Q2 20211
GOVT ISHARES TR110.00%0.00%0.00%Q4 2021Q4 20211
MNST MONSTER BEVERAGE CORP NEW110.00%0.00%0.00%Q2 2021Q2 20211
ALLY ALLY FINL INC110.00%0.00%0.00%Q2 2021Q2 20211
WYNN WYNN RESORTS LTD110.00%0.00%0.00%Q2 2021Q2 20211
ES EVERSOURCE ENERGY110.00%0.00%0.00%Q2 2021Q2 20211
TIP ISHARES TR110.00%0.00%0.00%Q4 2021Q4 20211
ZG ZILLOW GROUP INC110.00%0.00%0.00%Q4 2021Q4 20211
EWZ ISHARES INC110.00%0.00%0.00%Q2 2021Q2 20211
BDX BECTON DICKINSON & CO110.00%0.00%0.00%Q2 2021Q2 20211
CC CHEMOURS CO110.00%0.00%0.00%Q2 2021Q2 20211
DVA DAVITA INC110.00%0.00%0.00%Q2 2021Q2 20211
NAKED BRAND GROUP LIMITED110.00%0.00%0.00%Q4 2021Q4 20211
VICI VICI PPTYS INC110.00%0.00%0.00%Q2 2022Q2 20221
TER TERADYNE INC110.00%0.00%0.00%Q2 2021Q2 20211
FFIV F5 NETWORKS INC110.00%0.00%0.00%Q2 2021Q2 20211
AGCB ALTIMETER GROWTH CORP 2110.00%0.00%0.00%Q2 2021Q2 20211
OLLI OLLIES BARGAIN OUTLET ...110.00%0.00%0.00%Q4 2022Q4 20221
ADC AGREE RLTY CORP110.00%0.00%0.00%Q2 2021Q2 20211
BEP BROOKFIELD RENEWABLE P...110.00%0.00%0.00%Q2 2021Q2 20211
A AGILENT TECHNOLOGIES INC110.00%0.00%0.00%Q2 2021Q2 20211
DLX DELUXE CORP110.00%0.00%0.00%Q4 2022Q4 20221
TAK TAKEDA PHARMACEUTICAL ...110.00%0.00%0.00%Q2 2021Q2 20211
RSG REPUBLIC SVCS INC110.00%0.00%0.00%Q2 2021Q2 20211
ATNX ATHENEX INC110.00%0.00%0.00%Q4 2021Q4 20211
LUMN LUMEN TECHNOLOGIES INC110.00%0.00%0.00%Q2 2021Q2 20211
CACI CACI INTL INC110.00%0.00%0.00%Q2 2023Q2 20231
MEIP MEI PHARMA INC110.00%0.00%0.00%Q1 2023Q1 20231
UA UNDER ARMOUR INC110.00%0.00%0.00%Q3 2023Q3 20231
CASY CASEYS GEN STORES INC110.00%0.00%0.00%Q2 2021Q2 20211
BLACKSTONE SECD LENDIN...110.00%0.00%0.00%Q4 2022Q4 20221
VLUE ISHARES TR110.00%0.00%0.00%Q4 2021Q4 20211
PATH UIPATH INC110.00%0.00%0.00%Q4 2021Q4 20211
MSGS MADISON SQUARE GRDN SP...110.00%0.00%0.00%Q2 2023Q2 20231
CAVA GROUP INC110.00%0.00%0.00%Q3 2023Q3 20231
VELO VELOCITY ACQUISITION CORP110.00%0.00%0.00%Q1 2022Q1 20221
SYF SYNCHRONY FINANCIAL110.00%0.00%0.00%Q2 2022Q2 20221
CPNG COUPANG INC110.00%0.00%0.00%Q4 2021Q4 20211
VRTV VERITIV CORP110.00%0.00%0.00%Q2 2021Q2 20211
SCCO SOUTHERN COPPER CORP110.00%0.00%0.00%Q1 2023Q1 20231
VIAC VIACOMCBS INC110.00%0.00%0.00%Q2 2021Q2 20211
DCRN DECARBONIZATION PLUS A...110.00%0.00%0.00%Q4 2021Q4 20211
APPH APPHARVEST INC110.00%0.00%0.00%Q3 2022Q3 20221
APA APA CORPORATION110.00%0.00%0.00%Q2 2021Q2 20211
SNAP SNAP INC110.00%0.00%0.00%Q1 2023Q1 20231
ANSS ANSYS INC110.00%0.00%0.00%Q1 2022Q1 20221
VRM VROOM INC110.00%0.00%0.00%Q2 2021Q2 20211
DM DESKTOP METAL INC110.00%0.00%0.00%Q4 2022Q4 20221
IYE ISHARES TR110.00%0.00%0.00%Q4 2021Q4 20211
SFT SHIFT TECHNOLOGIES INC110.00%0.00%0.00%Q4 2022Q4 20221
DRAFTKINGS INC NEW110.00%0.00%0.00%Q4 2022Q4 20221
JD JD.COM INC110.00%0.00%0.00%Q3 2021Q3 20211
ENNV ECP ENVIRONMENTAL GW O...110.00%0.00%0.00%Q4 2021Q4 20211
IXG ISHARES TR110.00%0.00%0.00%Q4 2021Q4 20211
MJ ETF MANAGERS TR110.00%0.00%0.00%Q4 2022Q4 20221
ATSG AIR TRANSPORT SERVICES...110.00%0.00%0.00%Q2 2021Q2 20211
FSLY FASTLY INC110.00%0.00%0.00%Q4 2021Q4 20211
ZNGA ZYNGA INC110.00%0.00%0.00%Q2 2021Q2 20211
DOX AMDOCS LTD110.00%0.00%0.00%Q1 2022Q1 20221
AGC ALTIMETER GROWTH CORP110.00%0.00%0.00%Q2 2021Q2 20211
WPF FOLEY TRASIMENE ACQUIS...110.00%0.00%0.00%Q2 2021Q2 20211
RE EVEREST RE GROUP LTD110.00%0.00%0.00%Q1 2022Q1 20221
RY ROYAL BK CDA110.00%0.00%0.00%Q2 2022Q2 20221
GRAB HOLDINGS LIMITED110.00%0.00%0.00%Q4 2021Q4 20211
BEN FRANKLIN RESOURCES INC110.00%0.00%0.00%Q4 2022Q4 20221
RDFN REDFIN CORP110.00%0.00%0.00%Q3 2022Q3 20221
NEXTDOOR HOLDINGS INC110.00%0.00%0.00%Q4 2022Q4 20221
INTU INTUIT110.00%0.00%0.00%Q3 2023Q3 20231
ORION OFFICE REIT INC110.00%0.00%0.00%Q2 2022Q2 20221
J P MORGAN EXCHANGE TR...110.00%0.00%0.00%Q3 2022Q3 20221
HII HUNTINGTON INGALLS IND...110.00%0.00%0.00%Q1 2022Q1 20221
IEX IDEX CORP110.00%0.00%0.00%Q3 2022Q3 20221
RIG TRANSOCEAN LTD110.00%0.00%0.00%Q2 2021Q2 20211
VIOV VANGUARD ADMIRAL FDS INC110.00%0.00%0.00%Q3 2023Q3 20231
BAM BROOKFIELD ASSET MGMT INC110.00%0.00%0.00%Q2 2021Q2 20211
AI C3 AI INC110.00%0.00%0.00%Q4 2021Q4 20211
GDXJ VANECK ETF TRUST110.00%0.00%0.00%Q4 2022Q4 20221

The securities at the top of the list , including ISHARES TR, SPDR S&P 500 ETF TR, and PIMCO ETF TR, are the highest-conviction holdings of EVERMAY WEALTH MANAGEMENT LLC.

The conviction is calculated by counting the number of quarters a security has been reported by EVERMAY WEALTH MANAGEMENT LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that EVERMAY WEALTH MANAGEMENT LLC owns currently or has owned in the past.