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.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IJH | ISHARES TR | 40 | 40 | 5.26% | 11.00% | 22.15% | Q4 2013 | Q3 2023 | 40 |
SPY | SPDR S&P 500 ETF TR | 40 | 40 | 5.09% | 9.90% | 29.47% | Q4 2013 | Q3 2023 | 40 |
MINT | PIMCO ETF TR | 40 | 40 | 0.01% | 3.66% | 5.74% | Q4 2013 | Q3 2023 | 40 |
IJR | ISHARES TR | 40 | 40 | 1.10% | 2.97% | 4.29% | Q4 2013 | Q3 2023 | 40 |
IVV | ISHARES TR | 40 | 40 | 0.30% | 2.62% | 4.01% | Q4 2013 | Q3 2023 | 40 |
IWM | ISHARES TR | 40 | 40 | 0.44% | 1.24% | 5.67% | Q4 2013 | Q3 2023 | 40 |
AMZN | AMAZON COM INC | 40 | 40 | 0.18% | 1.19% | 2.37% | Q4 2013 | Q3 2023 | 40 |
XOM | EXXON MOBIL CORP | 40 | 40 | 0.05% | 0.68% | 2.32% | Q4 2013 | Q3 2023 | 40 |
DHR | DANAHER CORPORATION | 40 | 40 | 0.26% | 0.63% | 1.76% | Q4 2013 | Q3 2023 | 40 |
JPM | JPMORGAN CHASE & CO | 40 | 40 | 0.36% | 0.62% | 0.85% | Q4 2013 | Q3 2023 | 40 |
PEP | PEPSICO INC | 40 | 40 | 0.36% | 0.56% | 1.09% | Q4 2013 | Q3 2023 | 40 |
JNJ | JOHNSON & JOHNSON | 40 | 40 | 0.26% | 0.44% | 0.82% | Q4 2013 | Q3 2023 | 40 |
NEE | NEXTERA ENERGY INC | 40 | 40 | 0.24% | 0.39% | 0.64% | Q4 2013 | Q3 2023 | 40 |
MCD | MCDONALDS CORP | 40 | 40 | 0.23% | 0.37% | 1.23% | Q4 2013 | Q3 2023 | 40 |
DVY | ISHARES TR | 40 | 40 | 0.11% | 0.35% | 1.20% | Q4 2013 | Q3 2023 | 40 |
ABBV | ABBVIE INC | 40 | 40 | 0.18% | 0.29% | 0.52% | Q4 2013 | Q3 2023 | 40 |
LH | LABORATORY CORP AMER H... | 40 | 40 | 0.17% | 0.27% | 0.34% | Q4 2013 | Q3 2023 | 40 |
IWD | ISHARES TR | 40 | 40 | 0.09% | 0.25% | 0.53% | Q4 2013 | Q3 2023 | 40 |
PG | PROCTER & GAMBLE CO | 40 | 40 | 0.14% | 0.25% | 0.48% | Q4 2013 | Q3 2023 | 40 |
EPD | ENTERPRISE PRODS PARTN... | 40 | 40 | 0.06% | 0.24% | 0.91% | Q4 2013 | Q3 2023 | 40 |
SCHX | SCHWAB STRATEGIC TR | 39 | 39 | 13.84% | 20.05% | 25.14% | Q1 2014 | Q3 2023 | 39 |
AAPL | APPLE INC | 39 | 39 | 0.97% | 1.76% | 3.01% | Q1 2014 | Q3 2023 | 39 |
PFE | PFIZER INC | 39 | 39 | 0.12% | 0.71% | 1.35% | Q1 2014 | Q3 2023 | 39 |
MSFT | MICROSOFT CORP | 39 | 39 | 0.15% | 0.56% | 1.21% | Q1 2014 | Q3 2023 | 39 |
BRKB | BERKSHIRE HATHAWAY INC... | 39 | 39 | 0.31% | 0.46% | 0.67% | Q1 2014 | Q3 2023 | 39 |
IBM | INTERNATIONAL BUSINESS... | 39 | 39 | 0.02% | 0.35% | 1.18% | Q1 2014 | Q3 2023 | 39 |
VZ | VERIZON COMMUNICATIONS... | 39 | 39 | 0.03% | 0.29% | 0.52% | Q1 2014 | Q3 2023 | 39 |
TJX | TJX COS INC NEW | 37 | 2 | 0.07% | 0.17% | 1.47% | Q4 2013 | Q3 2023 | 39 |
CVX | CHEVRON CORP NEW | 39 | 39 | 0.06% | 0.16% | 0.53% | Q1 2014 | Q3 2023 | 39 |
MMP | MAGELLAN MIDSTREAM PRT... | 39 | 39 | 0.05% | 0.15% | 0.38% | Q4 2013 | Q2 2023 | 39 |
T | AT&T INC | 39 | 39 | 0.01% | 0.15% | 0.33% | Q1 2014 | Q3 2023 | 39 |
GIS | GENERAL MLS INC | 39 | 39 | 0.03% | 0.14% | 0.46% | Q1 2014 | Q3 2023 | 39 |
KO | COCA COLA CO | 39 | 39 | 0.09% | 0.14% | 0.33% | Q1 2014 | Q3 2023 | 39 |
NSC | NORFOLK SOUTHN CORP | 38 | 38 | 0.18% | 0.35% | 0.54% | Q2 2014 | Q3 2023 | 38 |
INTC | INTEL CORP | 38 | 38 | 0.04% | 0.28% | 0.54% | Q2 2014 | Q3 2023 | 38 |
CSCO | CISCO SYS INC | 38 | 38 | 0.12% | 0.25% | 0.48% | Q2 2014 | Q3 2023 | 38 |
CMCSA | COMCAST CORP NEW | 38 | 38 | 0.07% | 0.24% | 0.47% | Q2 2014 | Q3 2023 | 38 |
AWK | AMERICAN WTR WKS CO IN... | 38 | 38 | 0.03% | 0.11% | 0.27% | Q2 2014 | Q3 2023 | 38 |
VEA | VANGUARD TAX-MANAGED I... | 36 | 36 | 0.15% | 1.11% | 3.66% | Q4 2014 | Q3 2023 | 36 |
UBSI | UNITED BANKSHARES INC ... | 23 | 1 | 0.03% | 0.17% | 0.41% | Q4 2013 | Q3 2023 | 36 |
CSM | PROSHARES TR | 24 | 12 | 0.04% | 0.16% | 0.75% | Q4 2013 | Q3 2023 | 36 |
DUK | DUKE ENERGY CORP NEW | 24 | 4 | 0.11% | 0.28% | 0.45% | Q1 2014 | Q3 2023 | 35 |
IWC | ISHARES TR | 25 | 10 | 0.01% | 0.18% | 1.13% | Q4 2013 | Q3 2023 | 35 |
QDF | FLEXSHARES TR | 20 | 1 | 0.02% | 0.15% | 1.59% | Q4 2013 | Q3 2023 | 35 |
PNC | PNC FINL SVCS GROUP INC | 35 | 35 | 0.03% | 0.12% | 0.27% | Q1 2015 | Q3 2023 | 35 |
SCHO | SCHWAB STRATEGIC TR | 24 | 10 | 0.01% | 1.17% | 4.39% | Q1 2015 | Q3 2023 | 34 |
MKCV | MCCORMICK & CO INC | 34 | 34 | 0.32% | 0.57% | 1.30% | Q4 2013 | Q1 2022 | 34 |
D | DOMINION RES INC VA NEW | 27 | 7 | 0.02% | 0.18% | 0.42% | Q1 2014 | Q3 2023 | 34 |
VOO | VANGUARD INDEX FDS | 33 | 33 | 0.55% | 10.36% | 13.53% | Q3 2015 | Q3 2023 | 33 |
VYM | VANGUARD WHITEHALL FDS... | 20 | 13 | 0.04% | 1.32% | 5.73% | Q4 2013 | Q3 2023 | 33 |
BSV | VANGUARD BD INDEX FDS | 32 | 1 | 0.06% | 0.29% | 2.08% | Q1 2015 | Q2 2023 | 33 |
EFA | ISHARES TR | 21 | 2 | 0.02% | 0.18% | 0.82% | Q1 2014 | Q3 2023 | 33 |
MDY | SPDR S&P MIDCAP 400 ET... | 23 | 10 | 0.02% | 0.14% | 0.34% | Q1 2014 | Q3 2023 | 33 |
MO | ALTRIA GROUP INC | 28 | 2 | 0.02% | 0.10% | 0.28% | Q3 2014 | Q3 2023 | 33 |
VO | VANGUARD INDEX FDS | 32 | 32 | 1.17% | 1.94% | 2.91% | Q4 2015 | Q3 2023 | 32 |
GOOGL | ALPHABET INC | 32 | 32 | 0.17% | 0.70% | 1.09% | Q4 2015 | Q3 2023 | 32 |
MMM | 3M CO | 27 | 5 | 0.03% | 0.18% | 0.44% | Q2 2014 | Q3 2023 | 32 |
SBUX | STARBUCKS CORP | 16 | 16 | 0.01% | 0.16% | 1.12% | Q4 2013 | Q3 2023 | 32 |
SCHW | THE CHARLES SCHWAB COR... | 12 | 4 | 0.06% | 0.13% | 0.31% | Q2 2014 | Q3 2023 | 32 |
GE | GENERAL ELECTRIC CO | 31 | 31 | 0.08% | 0.57% | 1.30% | Q4 2013 | Q2 2021 | 31 |
VWO | VANGUARD INTL EQUITY I... | 23 | 1 | 0.10% | 0.36% | 1.59% | Q4 2014 | Q3 2023 | 31 |
SCHA | SCHWAB STRATEGIC TR | 31 | 31 | 0.09% | 0.34% | 0.76% | Q1 2016 | Q3 2023 | 31 |
GOOG | ALPHABET INC | 31 | 31 | 0.11% | 0.16% | 0.26% | Q1 2016 | Q3 2023 | 31 |
GM | GENERAL MTRS CO | 18 | 13 | 0.01% | 0.15% | 0.36% | Q4 2015 | Q3 2023 | 31 |
DHI | D R HORTON INC | 31 | 31 | 0.08% | 0.12% | 0.18% | Q1 2016 | Q3 2023 | 31 |
MRK | MERCK & CO. INC | 30 | 30 | 0.10% | 0.30% | 0.46% | Q2 2016 | Q3 2023 | 30 |
DES | WISDOMTREE TR | 20 | 10 | 0.01% | 0.15% | 0.65% | Q4 2013 | Q3 2023 | 30 |
ADBE | ADOBE SYSTEMS INCORPOR... | 24 | 6 | 0.06% | 0.13% | 0.21% | Q2 2014 | Q3 2023 | 30 |
MS | MORGAN STANLEY | 28 | 1 | 0.01% | 0.07% | 0.13% | Q4 2014 | Q3 2023 | 30 |
TREX | TREX CO INC | 28 | 1 | 0.06% | 0.13% | 0.23% | Q1 2015 | Q3 2023 | 29 |
MAR | MARRIOTT INTL INC NEW | 29 | 29 | 0.06% | 0.13% | 0.28% | Q3 2016 | Q3 2023 | 29 |
WFC | WELLS FARGO CO NEW | 10 | 9 | 0.02% | 0.12% | 0.28% | Q2 2014 | Q3 2023 | 29 |
WBA | WALGREENS BOOTS ALLIAN... | 12 | 6 | 0.02% | 0.08% | 0.15% | Q1 2015 | Q3 2023 | 29 |
V | VISA INC | 27 | 1 | 0.10% | 0.44% | 0.66% | Q4 2015 | Q3 2023 | 28 |
ADP | AUTOMATIC DATA PROCESS... | 28 | 28 | 0.10% | 0.13% | 0.18% | Q4 2016 | Q3 2023 | 28 |
HD | HOME DEPOT INC | 27 | 27 | 0.15% | 0.50% | 0.68% | Q1 2017 | Q3 2023 | 27 |
COST | COSTCO WHSL CORP NEW | 27 | 27 | 0.09% | 0.18% | 0.31% | Q1 2017 | Q3 2023 | 27 |
DIS | DISNEY WALT CO | 27 | 27 | 0.05% | 0.15% | 0.26% | Q1 2017 | Q3 2023 | 27 |
TRV | TRAVELERS COMPANIES INC | 27 | 27 | 0.06% | 0.14% | 0.28% | Q1 2017 | Q3 2023 | 27 |
USB | US BANCORP DEL | 27 | 27 | 0.01% | 0.10% | 0.21% | Q1 2017 | Q3 2023 | 27 |
SCHM | SCHWAB STRATEGIC TR | 12 | 7 | 0.03% | 0.21% | 0.61% | Q2 2014 | Q3 2023 | 26 |
CMI | CUMMINS INC | 24 | 2 | 0.03% | 0.13% | 0.47% | Q1 2014 | Q3 2023 | 26 |
MCHP | MICROCHIP TECHNOLOGY INC. | 14 | 1 | 0.05% | 0.11% | 0.31% | Q2 2014 | Q3 2023 | 26 |
VCSH | VANGUARD SCOTTSDALE FDS | 26 | 26 | 0.02% | 0.10% | 0.20% | Q2 2016 | Q3 2022 | 26 |
F | FORD MTR CO DEL | 14 | 1 | 0.00% | 0.33% | 1.16% | Q4 2013 | Q3 2023 | 25 |
KMI | KINDER MORGAN INC DEL | 21 | 4 | 0.09% | 0.18% | 0.31% | Q4 2014 | Q3 2023 | 25 |
AXP | AMERICAN EXPRESS CO | 25 | 25 | 0.11% | 0.17% | 0.27% | Q3 2017 | Q3 2023 | 25 |
NOC | NORTHROP GRUMMAN CORP | 21 | 4 | 0.10% | 0.15% | 0.23% | Q1 2017 | Q3 2023 | 25 |
APD | AIR PRODS & CHEMS INC | 21 | 4 | 0.07% | 0.13% | 0.21% | Q1 2017 | Q3 2023 | 25 |
TGT | TARGET CORP | 18 | 7 | 0.05% | 0.13% | 0.22% | Q4 2014 | Q3 2023 | 25 |
VTI | VANGUARD INDEX FDS | 22 | 1 | 0.08% | 0.81% | 2.60% | Q2 2017 | Q3 2023 | 24 |
FB | META PLATFORMS INC | 24 | 24 | 0.11% | 0.34% | 0.68% | Q4 2017 | Q3 2023 | 24 |
ETN | EATON CORP PLC | 24 | 24 | 0.13% | 0.19% | 0.27% | Q4 2017 | Q3 2023 | 24 |
VLO | VALERO ENERGY CORP NEW | 24 | 24 | 0.02% | 0.18% | 0.43% | Q4 2017 | Q3 2023 | 24 |
BMY | BRISTOL-MYERS SQUIBB CO | 24 | 24 | 0.08% | 0.17% | 0.26% | Q4 2017 | Q3 2023 | 24 |
UPS | UNITED PARCEL SERVICE INC | 20 | 4 | 0.09% | 0.15% | 0.21% | Q1 2017 | Q3 2023 | 24 |
ACN | ACCENTURE PLC IRELAND | 24 | 24 | 0.07% | 0.14% | 0.20% | Q4 2017 | Q3 2023 | 24 |
YUM | YUM BRANDS INC | 24 | 24 | 0.06% | 0.14% | 0.26% | Q4 2017 | Q3 2023 | 24 |
ANTM | ELEVANCE HEALTH INC | 24 | 24 | 0.10% | 0.14% | 0.18% | Q4 2017 | Q3 2023 | 24 |
EMR | EMERSON ELEC CO | 20 | 4 | 0.05% | 0.13% | 0.43% | Q1 2014 | Q3 2023 | 24 |
BAC | BK OF AMERICA CORP | 24 | 24 | 0.06% | 0.13% | 0.25% | Q4 2017 | Q3 2023 | 24 |
SYK | STRYKER CORPORATION | 24 | 24 | 0.07% | 0.13% | 0.16% | Q4 2017 | Q3 2023 | 24 |
ABT | ABBOTT LABS | 17 | 7 | 0.07% | 0.12% | 0.26% | Q2 2014 | Q3 2023 | 24 |
CAT | CATERPILLAR INC DEL | 24 | 24 | 0.06% | 0.11% | 0.24% | Q4 2017 | Q3 2023 | 24 |
AMAT | APPLIED MATLS INC | 24 | 24 | 0.06% | 0.11% | 0.24% | Q4 2017 | Q3 2023 | 24 |
AMGN | AMGEN INC | 24 | 24 | 0.07% | 0.11% | 0.14% | Q4 2017 | Q3 2023 | 24 |
MDLZ | MONDELEZ INTL INC | 24 | 24 | 0.06% | 0.10% | 0.16% | Q4 2017 | Q3 2023 | 24 |
DLTR | DOLLAR TREE INC | 24 | 24 | 0.04% | 0.10% | 0.26% | Q4 2017 | Q3 2023 | 24 |
FTV | FORTIVE CORP | 24 | 24 | 0.04% | 0.10% | 0.20% | Q4 2017 | Q3 2023 | 24 |
FDX | FEDEX CORP | 16 | 8 | 0.00% | 0.07% | 0.21% | Q1 2017 | Q3 2023 | 24 |
CB | CHUBB LIMITED | 14 | 10 | 0.01% | 0.07% | 0.11% | Q2 2016 | Q3 2023 | 24 |
AES | AES CORP | 14 | 10 | 0.02% | 0.06% | 0.21% | Q4 2013 | Q3 2023 | 24 |
SASR | SANDY SPRING BANCORP INC | 23 | 23 | 0.01% | 0.34% | 0.99% | Q1 2018 | Q3 2023 | 23 |
UNH | UNITEDHEALTH GROUP INC | 19 | 4 | 0.08% | 0.24% | 0.36% | Q1 2017 | Q3 2023 | 23 |
HON | HONEYWELL INTL INC | 16 | 7 | 0.08% | 0.11% | 0.15% | Q1 2017 | Q3 2023 | 23 |
CSX | CSX CORP | 23 | 23 | 0.05% | 0.08% | 0.12% | Q1 2018 | Q3 2023 | 23 |
FULT | FULTON FINL CORP PA | 23 | 23 | 0.03% | 0.06% | 0.13% | Q1 2018 | Q3 2023 | 23 |
CELG | CELGENE CORP | 22 | 22 | 0.08% | 0.13% | 0.21% | Q2 2014 | Q3 2019 | 22 |
UNP | UNION PACIFIC CORP | 16 | 2 | 0.07% | 0.13% | 0.25% | Q2 2015 | Q3 2023 | 22 |
MDT | MEDTRONIC PLC | 22 | 22 | 0.05% | 0.10% | 0.16% | Q2 2018 | Q3 2023 | 22 |
IGSB | ISHARES TR | 22 | 22 | 0.03% | 0.07% | 0.10% | Q2 2017 | Q3 2022 | 22 |
BA | BOEING CO | 14 | 1 | 0.03% | 0.07% | 0.15% | Q3 2015 | Q3 2023 | 22 |
CLX | CLOROX CO DEL | 21 | 1 | 0.02% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 22 |
JPST | JP MORGAN EXCHANGE TRA... | 21 | 21 | 1.14% | 9.17% | 12.78% | Q3 2018 | Q3 2023 | 21 |
LLY | LILLY ELI & CO | 21 | 21 | 0.06% | 0.18% | 0.40% | Q3 2018 | Q3 2023 | 21 |
LOW | LOWES COS INC | 14 | 1 | 0.05% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 21 |
ZTS | ZOETIS INC | 21 | 21 | 0.00% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 21 |
SCHB | SCHWAB STRATEGIC TR | 20 | 20 | 0.16% | 0.21% | 0.26% | Q4 2018 | Q3 2023 | 20 |
RODM | LATTICE STRATEGIES TR | 20 | 20 | 0.02% | 0.20% | 0.40% | Q4 2018 | Q3 2023 | 20 |
TY | TRI CONTL CORP | 14 | 1 | 0.04% | 0.15% | 0.37% | Q4 2013 | Q2 2021 | 20 |
VXF | VANGUARD INDEX FDS | 20 | 20 | 0.07% | 0.12% | 0.19% | Q4 2018 | Q3 2023 | 20 |
COF | CAPITAL ONE FINL CORP | 10 | 10 | 0.02% | 0.10% | 0.27% | Q4 2017 | Q3 2023 | 20 |
TMO | THERMO FISHER SCIENTIF... | 19 | 1 | 0.06% | 0.09% | 0.12% | Q3 2018 | Q3 2023 | 20 |
WELL | WELLTOWER INC | 10 | 10 | 0.00% | 0.07% | 0.18% | Q3 2015 | Q3 2023 | 20 |
GD | GENERAL DYNAMICS CORP | 11 | 1 | 0.04% | 0.07% | 0.10% | Q1 2017 | Q3 2023 | 20 |
LYB | LYONDELLBASELL INDUSTR... | 20 | 20 | 0.02% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 20 |
ECL | ECOLAB INC | 20 | 20 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
IWF | ISHARES TR | 19 | 19 | 0.08% | 0.14% | 0.32% | Q1 2019 | Q3 2023 | 19 |
COP | CONOCOPHILLIPS | 8 | 3 | 0.00% | 0.13% | 0.36% | Q1 2014 | Q3 2023 | 19 |
ROP | ROPER TECHNOLOGIES INC | 16 | 3 | 0.08% | 0.12% | 0.18% | Q2 2017 | Q3 2023 | 19 |
ROK | ROCKWELL AUTOMATION INC | 14 | 1 | 0.04% | 0.08% | 0.15% | Q4 2017 | Q3 2023 | 19 |
DFS | DISCOVER FINL SVCS | 10 | 9 | 0.01% | 0.08% | 0.20% | Q4 2017 | Q3 2023 | 19 |
ORCL | ORACLE CORP | 14 | 1 | 0.06% | 0.07% | 0.10% | Q3 2018 | Q3 2023 | 19 |
DIA | SPDR DOW JONES INDL AV... | 14 | 1 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q3 2023 | 19 |
SCHD | SCHWAB STRATEGIC TR | 10 | 1 | 0.02% | 1.27% | 4.10% | Q4 2013 | Q3 2023 | 18 |
TROW | PRICE T ROWE GROUP INC | 10 | 3 | 0.02% | 0.10% | 0.49% | Q4 2013 | Q3 2023 | 18 |
WFBI | WASHINGTONFIRST BANKSH... | 17 | 17 | 0.28% | 0.47% | 0.70% | Q4 2013 | Q4 2017 | 17 |
CRM | SALESFORCE INC | 17 | 17 | 0.04% | 0.07% | 0.12% | Q3 2019 | Q3 2023 | 17 |
FISV | FISERV INC | 17 | 17 | 0.01% | 0.07% | 0.18% | Q3 2019 | Q3 2023 | 17 |
IWR | ISHARES TR | 17 | 17 | 0.05% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 17 |
NFLX | NETFLIX INC | 10 | 7 | 0.00% | 0.06% | 0.22% | Q4 2017 | Q3 2023 | 17 |
BLL | BALL CORP | 16 | 1 | 0.01% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 17 |
TOWN | TOWNEBANK PORTSMOUTH VA | 11 | 3 | 0.03% | 0.05% | 0.09% | Q1 2018 | Q3 2023 | 17 |
KMB | KIMBERLY-CLARK CORP | 16 | 1 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 17 |
AVGO | BROADCOM INC | 16 | 16 | 0.05% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 16 |
MA | MASTERCARD INCORPORATED | 16 | 16 | 0.08% | 0.11% | 0.14% | Q4 2019 | Q3 2023 | 16 |
TFC | TRUIST FINL CORP | 16 | 16 | 0.04% | 0.09% | 0.24% | Q4 2019 | Q3 2023 | 16 |
FIS | FIDELITY NATL INFORMAT... | 16 | 16 | 0.06% | 0.08% | 0.11% | Q3 2017 | Q2 2021 | 16 |
PM | PHILIP MORRIS INTL INC | 14 | 1 | 0.04% | 0.06% | 0.11% | Q1 2018 | Q3 2023 | 16 |
NKE | NIKE INC | 14 | 2 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 16 |
IVOO | VANGUARD ADMIRAL FDS INC | 14 | 2 | 0.02% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 16 |
BWA | BORGWARNER INC | 10 | 1 | 0.01% | 0.04% | 0.14% | Q1 2018 | Q3 2023 | 16 |
XSOE | WISDOMTREE TR | 15 | 15 | 0.38% | 1.73% | 3.11% | Q1 2020 | Q3 2023 | 15 |
UTX | UNITED TECHNOLOGIES CORP | 13 | 2 | 0.11% | 0.21% | 0.32% | Q1 2015 | Q1 2020 | 15 |
URI | UNITED RENTALS INC | 14 | 1 | 0.07% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 15 |
LHX | L3HARRIS TECHNOLOGIES INC | 15 | 15 | 0.05% | 0.08% | 0.14% | Q1 2020 | Q3 2023 | 15 |
AMT | AMERICAN TOWER CORP NEW | 14 | 1 | 0.04% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 15 |
DGX | QUEST DIAGNOSTICS INC | 14 | 1 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 15 |
VNQ | VANGUARD INDEX FDS | 14 | 14 | 0.07% | 2.54% | 8.25% | Q4 2014 | Q1 2018 | 14 |
VB | VANGUARD INDEX FDS | 14 | 14 | 0.08% | 0.28% | 0.77% | Q2 2020 | Q3 2023 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.09% | 0.14% | 0.22% | Q2 2020 | Q3 2023 | 14 |
WMT | WALMART INC | 14 | 14 | 0.04% | 0.09% | 0.17% | Q2 2020 | Q3 2023 | 14 |
YUMC | YUM CHINA HLDGS INC | 10 | 2 | 0.02% | 0.07% | 0.11% | Q1 2018 | Q3 2023 | 14 |
ZBH | ZIMMER BIOMET HOLDINGS... | 14 | 14 | 0.04% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
PYPL | PAYPAL HLDGS INC | 14 | 14 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
MSI | MOTOROLA SOLUTIONS INC | 10 | 1 | 0.03% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 14 |
NVO | NOVO-NORDISK A S | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
BBT | BB&T CORP | 8 | 1 | 0.10% | 0.20% | 0.37% | Q1 2014 | Q3 2019 | 13 |
MLM | MARTIN MARIETTA MATLS INC | 10 | 1 | 0.02% | 0.14% | 0.26% | Q3 2018 | Q3 2023 | 13 |
CL | COLGATE PALMOLIVE CO | 10 | 1 | 0.03% | 0.07% | 0.29% | Q4 2013 | Q3 2023 | 13 |
C | CITIGROUP INC | 6 | 1 | 0.00% | 0.05% | 0.16% | Q4 2017 | Q3 2023 | 13 |
CVS | CVS HEALTH CORP | 12 | 1 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 13 |
SCHG | SCHWAB STRATEGIC TR | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
PPG | PPG INDS INC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
EOG | EOG RES INC | 10 | 3 | 0.00% | 0.03% | 0.13% | Q1 2018 | Q3 2023 | 13 |
AMP | AMERIPRISE FINL INC | 13 | 13 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 |
BABA | ALIBABA GROUP HLDG LTD | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
ICE | INTERCONTINENTAL EXCHA... | 12 | 12 | 0.05% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 12 |
AKAM | AKAMAI TECHNOLOGIES INC | 12 | 12 | 0.02% | 0.07% | 0.10% | Q4 2019 | Q3 2022 | 12 |
BLK | BLACKROCK INC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
LDOS | LEIDOS HOLDINGS INC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
NVS | NOVARTIS AG | 10 | 2 | 0.01% | 0.04% | 0.19% | Q2 2014 | Q3 2023 | 12 |
LMT | LOCKHEED MARTIN CORP | 10 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 12 |
QQQ | INVESCO QQQ TR | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
QCOM | QUALCOMM INC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
DD | DUPONT DE NEMOURS INC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
HPQ | HP INC | 12 | 12 | 0.00% | 0.02% | 0.10% | Q4 2020 | Q3 2023 | 12 |
SWK | STANLEY BLACK & DECKER... | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CXSE | WISDOMTREE TR | 11 | 11 | 0.00% | 0.34% | 0.97% | Q2 2020 | Q4 2022 | 11 |
BNL | BROADSTONE NET LEASE INC | 11 | 11 | 0.10% | 0.23% | 0.31% | Q1 2021 | Q3 2023 | 11 |
IEMG | ISHARES INC | 10 | 1 | 0.01% | 0.17% | 0.36% | Q1 2019 | Q3 2023 | 11 |
PFF | ISHARES TR | 7 | 4 | 0.00% | 0.07% | 0.20% | Q4 2017 | Q4 2022 | 11 |
VMC | VULCAN MATLS CO | 11 | 11 | 0.04% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
MKL | MARKEL CORP | 7 | 4 | 0.00% | 0.05% | 0.08% | Q1 2019 | Q1 2022 | 11 |
EEMV | ISHARES INC | 10 | 1 | 0.00% | 0.04% | 0.46% | Q4 2013 | Q3 2023 | 11 |
VRSK | VERISK ANALYTICS INC | 10 | 1 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
EEM | ISHARES TR | 10 | 1 | 0.01% | 0.04% | 0.36% | Q4 2013 | Q3 2023 | 11 |
FBHS | FORTUNE BRANDS INNOVAT... | 11 | 11 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q1 2023 | 11 |
SEDG | SOLAREDGE TECHNOLOGIES... | 10 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
SYY | SYSCO CORP | 10 | 1 | 0.02% | 0.03% | 0.12% | Q1 2015 | Q3 2023 | 11 |
RWR | SPDR SER TR | 8 | 3 | 0.00% | 0.03% | 0.09% | Q3 2019 | Q3 2023 | 11 |
IJT | ISHARES TR | 10 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 11 |
DOW | DOW INC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
CCL | CARNIVAL CORP | 10 | 1 | 0.00% | 0.01% | 0.11% | Q3 2018 | Q3 2023 | 11 |
CTSH | COGNIZANT TECHNOLOGY S... | 10 | 1 | 0.00% | 0.01% | 0.08% | Q3 2018 | Q3 2023 | 11 |
DXC | DXC TECHNOLOGY CO | 10 | 1 | 0.00% | 0.01% | 0.08% | Q2 2019 | Q3 2023 | 11 |
JEPI | J P MORGAN EXCHANGE-TR... | 10 | 10 | 0.06% | 0.66% | 1.23% | Q2 2021 | Q3 2023 | 10 |
GSST | GOLDMAN SACHS ETF TR | 10 | 10 | 0.02% | 0.20% | 0.43% | Q2 2021 | Q3 2023 | 10 |
SCHF | SCHWAB STRATEGIC TR | 10 | 10 | 0.01% | 0.18% | 0.28% | Q2 2021 | Q3 2023 | 10 |
EGP | EASTGROUP PPTYS INC | 10 | 10 | 0.03% | 0.10% | 0.38% | Q2 2021 | Q3 2023 | 10 |
RSP | INVESCO EXCHANGE TRADE... | 10 | 10 | 0.01% | 0.09% | 0.19% | Q2 2021 | Q3 2023 | 10 |
VBR | VANGUARD INDEX FDS | 10 | 10 | 0.02% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 10 |
VIG | VANGUARD SPECIALIZED P... | 7 | 1 | 0.00% | 0.08% | 0.71% | Q4 2013 | Q3 2023 | 10 |
IWN | ISHARES TR | 10 | 10 | 0.01% | 0.07% | 0.12% | Q2 2021 | Q3 2023 | 10 |
USMV | ISHARES TR | 10 | 10 | 0.04% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
TSLA | TESLA INC | 10 | 10 | 0.01% | 0.06% | 0.15% | Q2 2021 | Q3 2023 | 10 |
SCHE | SCHWAB STRATEGIC TR | 10 | 10 | 0.00% | 0.06% | 0.11% | Q2 2021 | Q3 2023 | 10 |
DFAI | DIMENSIONAL ETF TRUST | 10 | 10 | 0.01% | 0.06% | 0.22% | Q2 2021 | Q3 2023 | 10 |
DGRO | ISHARES TR | 10 | 10 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
SNPS | SYNOPSYS INC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
BX | BLACKSTONE INC | 10 | 10 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
NVDA | NVIDIA CORPORATION | 10 | 10 | 0.02% | 0.04% | 0.11% | Q2 2021 | Q3 2023 | 10 |
FVCB | FVCBANKCORP INC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
APH | AMPHENOL CORP NEW | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
FAST | FASTENAL CO | 10 | 10 | 0.00% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
TXN | TEXAS INSTRS INC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
VIOO | VANGUARD ADMIRAL FDS INC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
QUAL | ISHARES TR | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
SHW | SHERWIN WILLIAMS CO | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
COO | COOPER COS INC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
IVE | ISHARES TR | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
BKNG | BOOKING HOLDINGS INC | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
CARR | CARRIER GLOBAL CORPORA... | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
ITW | ILLINOIS TOOL WKS INC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
VEU | VANGUARD INTL EQUITY I... | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
CME | CME GROUP INC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BK | BANK NEW YORK MELLON CORP | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
LRCX | LAM RESEARCH CORP | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
PRU | PRUDENTIAL FINL INC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
IWP | ISHARES TR | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
VNQ | VANGUARD INDEX FDS | 10 | 10 | 0.00% | 0.02% | 0.09% | Q2 2021 | Q3 2023 | 10 |
MCK | MCKESSON CORP | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
MAS | MASCO CORP | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
PLD | PROLOGIS INC. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
IVW | ISHARES TR | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
DON | WISDOMTREE TR | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
PSX | PHILLIPS 66 | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
GLD | SPDR GOLD TR | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
UTHR | UNITED THERAPEUTICS CO... | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
DLR | DIGITAL RLTY TR INC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
OTIS | OTIS WORLDWIDE CORP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FLO | FLOWERS FOODS INC | 9 | 1 | 0.00% | 0.01% | 0.13% | Q4 2017 | Q3 2023 | 10 |
XLU | SELECT SECTOR SPDR TR | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
UL | UNILEVER PLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
GOOD | GLADSTONE COMMERCIAL CORP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
SO | SOUTHERN CO | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
GL | GLOBE LIFE INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MGK | VANGUARD WORLD FD | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
DE | DEERE & CO | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
ROBO | EXCHANGE TRADED CONCEP... | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FNV | FRANCO NEV CORP | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ENR | ENERGIZER HLDGS INC NEW | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
VAC | MARRIOTT VACATIONS WOR... | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TMUS | T-MOBILE US INC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
ILMN | ILLUMINA INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BAX | BAXTER INTL INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
SPGI | S&P GLOBAL INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AME | AMETEK INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
EA | ELECTRONIC ARTS INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HACK | ETF MANAGERS TR | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ABC | CENCORA INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
GPC | GENUINE PARTS CO | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SQ | SQUARE INC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 10 |
STZ | CONSTELLATION BRANDS INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
VDE | VANGUARD WORLD FDS | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
VGK | VANGUARD INTL EQUITY I... | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MKC | MCCORMICK & CO INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CINF | CINCINNATI FINL CORP | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SPYX | SPDR SER TR | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SSO | PROSHARES TR | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PPL | PPL CORP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
ATVI | ACTIVISION BLIZZARD INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
VTWO | VANGUARD SCOTTSDALE FDS | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
VPL | VANGUARD INTL EQUITY I... | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ADSK | AUTODESK INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AMWD | AMERICAN WOODMARK CORP... | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SWX | SOUTHWEST GAS HLDGS INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MTCH | MATCH GROUP INC NEW | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CCI | CROWN CASTLE INTL CORP... | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
XRAY | DENTSPLY SIRONA INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
OKE | ONEOK INC NEW | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AGR | AVANGRID INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SRE | SEMPRA ENERGY | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PXD | PIONEER NAT RES CO | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PSTG | PURE STORAGE INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SLV | ISHARES SILVER TR | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BIP | BROOKFIELD INFRAST PAR... | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
DFAS | DIMENSIONAL ETF TRUST | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TSEM | TOWER SEMICONDUCTOR LTD | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ALB | ALBEMARLE CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
IRBO | ISHARES TR | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
VNT | VONTIER CORPORATION | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SWKS | SKYWORKS SOLUTIONS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
DAL | DELTA AIR LINES INC DEL | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
O | REALTY INCOME CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
IYH | ISHARES TR | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
VTRS | VIATRIS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
KOMP | SPDR SER TR | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
OEF | ISHARES TR | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
WM | WASTE MGMT INC DEL | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
EVRG | EVERGY INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ADM | ARCHER DANIELS MIDLAND CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
IBB | ISHARES TR | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CTVA | CORTEVA INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TEL | TE CONNECTIVITY LTD | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
KHC | KRAFT HEINZ CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
LEN | LENNAR CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
NIO | NIO INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ADI | ANALOG DEVICES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CHRW | C H ROBINSON WORLDWIDE... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
GILD | GILEAD SCIENCES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
OGS | ONE GAS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
IHAK | ISHARES TR | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PAYX | PAYCHEX INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
KYN | KAYNE ANDERSON ENERGY ... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ED | CONSOLIDATED EDISON INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TYG | TORTOISE ENERGY INFRA ... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
EEMX | SPDR INDEX SHS FDS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ARKK | ARK ETF TR | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
UBER | UBER TECHNOLOGIES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SIRI | SIRIUS XM HOLDINGS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PHYS | SPROTT PHYSICAL GOLD TR | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NEOG | NEOGEN CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
DFAT | DIMENSIONAL ETF TRUST | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SNOW | SNOWFLAKE INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BIIB | BIOGEN INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SRPT | SAREPTA THERAPEUTICS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CEF | SPROTT PHYSICAL GOLD &... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ITB | ISHARES TR | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
WRE | WASHINGTON REAL ESTATE... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HPE | HEWLETT PACKARD ENTERP... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NEM | NEWMONT CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ARCC | ARES CAPITAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
QSR | RESTAURANT BRANDS INTL... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
EFAX | SPDR INDEX SHS FDS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PLUG | PLUG POWER INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CHWY | CHEWY INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
VOD | VODAFONE GROUP PLC NEW | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
UNIT | UNITI GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
DNOW | NOW INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
VEEV | VEEVA SYS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HRTX | HERON THERAPEUTICS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NOV | NOV INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PCP | PRECISION CASTPARTS CORP | 9 | 9 | 0.13% | 0.26% | 0.57% | Q4 2013 | Q4 2015 | 9 |
GENERAL ELECTRIC CO | 9 | 9 | 0.02% | 0.05% | 0.13% | Q3 2021 | Q3 2023 | 9 | |
PSA | PUBLIC STORAGE | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
IP | INTL PAPER CO | 8 | 1 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q1 2023 | 9 |
XBI | SPDR SER TR | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
KRE | SPDR SER TR | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
AAXJ | ISHARES TR | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
PLTR | PALANTIR TECHNOLOGIES INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
CNRG | SPDR SER TR | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
MOS | MOSAIC CO NEW | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
ORLY | OREILLY AUTOMOTIVE INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
OGN | ORGANON & CO | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
CRWD | CROWDSTRIKE HLDGS INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
SHM | SPDR SER TR | 8 | 8 | 0.00% | 0.15% | 0.52% | Q4 2021 | Q3 2023 | 8 |
RDSA | ROYAL DUTCH SHELL PLC | 8 | 8 | 0.09% | 0.13% | 0.17% | Q1 2018 | Q4 2019 | 8 |
VBK | VANGUARD INDEX FDS | 8 | 8 | 0.00% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 8 |
VAW | VANGUARD WORLD FDS | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
CNQ | CANADIAN NAT RES LTD | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AOR | ISHARES TR | 8 | 8 | 0.00% | 0.02% | 0.11% | Q4 2021 | Q3 2023 | 8 |
IWB | ISHARES TR | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
BGR | BLACKROCK ENERGY & RES TR | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AMD | ADVANCED MICRO DEVICES... | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
MET | METLIFE INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GLW | CORNING INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EQCPRD | EQUITY COMWLTH | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NOW | SERVICENOW INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
XLV | SELECT SECTOR SPDR TR | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WSBC | WESBANCO INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
BSX | BOSTON SCIENTIFIC CORP | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
VOE | VANGUARD INDEX FDS | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
VOT | VANGUARD INDEX FDS | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
PDBC | INVESCO ACTVELY MNGD E... | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
POOL | POOL CORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
XLRE | SELECT SECTOR SPDR TR | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HBAN | HUNTINGTON BANCSHARES INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
ICLN | ISHARES TR | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ETR | ENTERGY CORP NEW | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
DRIV | GLOBAL X FDS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ABB | ABB LTD | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
XLY | SELECT SECTOR SPDR TR | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ARKG | ARK ETF TR | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
DIGITAL WORLD ACQUISIT... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 | |
ACB | AURORA CANNABIS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
VUG | VANGUARD INDEX FDS | 7 | 7 | 0.36% | 0.42% | 0.50% | Q1 2022 | Q3 2023 | 7 |
VTV | VANGUARD INDEX FDS | 7 | 7 | 0.32% | 0.35% | 0.44% | Q1 2022 | Q3 2023 | 7 |
SPSM | SPDR SER TR | 7 | 7 | 0.03% | 0.29% | 0.54% | Q1 2022 | Q3 2023 | 7 |
HCN | HEALTH CARE REIT INC | 7 | 7 | 0.18% | 0.28% | 0.55% | Q4 2013 | Q2 2015 | 7 |
BRO | BROWN & BROWN INC | 7 | 7 | 0.20% | 0.22% | 0.24% | Q1 2022 | Q3 2023 | 7 |
DWDP | DOWDUPONT INC | 7 | 7 | 0.08% | 0.17% | 0.23% | Q3 2017 | Q1 2019 | 7 |
MCO | MOODYS CORP | 7 | 7 | 0.13% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
ACGL | ARCH CAP GROUP LTD | 7 | 7 | 0.09% | 0.13% | 0.17% | Q1 2022 | Q3 2023 | 7 |
RTN | RAYTHEON CO | 5 | 2 | 0.06% | 0.10% | 0.16% | Q3 2017 | Q1 2020 | 7 |
SMB | VANECK ETF TRUST | 7 | 7 | 0.05% | 0.08% | 0.19% | Q1 2022 | Q3 2023 | 7 |
XLE | SELECT SECTOR SPDR TR | 7 | 7 | 0.01% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
SLYV | SPDR SER TR | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
IWO | ISHARES TR | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
SPDW | SPDR INDEX SHS FDS | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
PH | PARKER-HANNIFIN CORP | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
LIN | LINDE PLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 7 |
SPYV | SPDR SER TR | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
PCAR | PACCAR INC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 7 |
SHOP | SHOPIFY INC | 4 | 3 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 7 |
TPYP | MANAGED PORTFOLIO SERIES | 7 | 7 | 0.00% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
DVN | DEVON ENERGY CORP NEW | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
GS | GOLDMAN SACHS GROUP INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SDY | SPDR SER TR | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 7 |
NTRS | NORTHERN TR CORP | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2023 | 7 |
IJS | ISHARES TR | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FITB | FIFTH THIRD BANCORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
CI | THE CIGNA GROUP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CFG | CITIZENS FINL GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
PAWZ | PROSHARES TR | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
SHELL PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 | |
DSI | ISHARES TR | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GXO LOGISTICS INCORPOR... | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 | |
SOFI | SOFI TECHNOLOGIES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
LTHM | LIVENT CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
ZTR | VIRTUS TOTAL RETURN FD... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PNM | PNM RES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
UAA | UNDER ARMOUR INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ALC | ALCON AG | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
KTOS | KRATOS DEFENSE & SEC S... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
MP | MP MATERIALS CORP | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
ZIMVIE INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 | |
BHF | BRIGHTHOUSE FINL INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
AZZ | AZZ INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BEDZ | ADVISORSHARES TR | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AOA | ISHARES TR | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
DISH | DISH NETWORK CORPORATION | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
JMSB | JOHN MARSHALL BANCORP INC | 6 | 6 | 1.22% | 1.49% | 1.95% | Q2 2022 | Q3 2023 | 6 |
GOOGL | GOOGLE INC | 3 | 3 | 0.15% | 0.34% | 0.66% | Q1 2014 | Q3 2015 | 6 |
SIAL | SIGMA ALDRICH CORP | 6 | 6 | 0.19% | 0.34% | 0.50% | Q4 2013 | Q1 2015 | 6 |
BSCN | INVESCO EXCH TRD SLF I... | 6 | 6 | 0.00% | 0.11% | 0.18% | Q2 2022 | Q3 2023 | 6 |
VERB | VERB TECHNOLOGY CO INC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q1 2022 | 6 |
DHF | DREYFUS HIGH YIELD STR... | 6 | 6 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q1 2019 | 6 |
WSO | WATSCO INC | 5 | 1 | 0.00% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 | |
HDV | ISHARES TR | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
HUBB | HUBBELL INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
HYG | ISHARES TR | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
RLY | SSGA ACTIVE ETF TR | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
VUSB | VANGUARD BD INDEX FDS | 6 | 6 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q2 2023 | 6 |
XLF | SELECT SECTOR SPDR TR | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BIPC | BROOKFIELD INFRASTRUCT... | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
STX | SEAGATE TECHNOLOGY HLD... | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
IDEV | ISHARES TR | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
XME | SPDR SER TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CHD | CHURCH & DWIGHT CO INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
COIN | COINBASE GLOBAL INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 6 |
PFS | PROVIDENT FINL SVCS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
KMX | CARMAX INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 6 |
BBY | BEST BUY INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
DOCU | DOCUSIGN INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 6 |
AEM | AGNICO EAGLE MINES LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
SPHQ | INVESCO EXCHANGE TRADE... | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
WARNER BROS DISCOVERY INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 | |
ZTO | ZTO EXPRESS CAYMAN INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
CRSP | CRISPR THERAPEUTICS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WY | WEYERHAEUSER CO MTN BE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
PALI | PALISADE BIO INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
FSLR | FIRST SOLAR INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
VNO | VORNADO RLTY TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
RYN | RAYONIER INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
REYN | REYNOLDS CONSUMER PROD... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
MTD | METTLER TOLEDO INTERNA... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
COMP | COMPASS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
IBTD | ISHARES TR | 5 | 5 | 0.01% | 0.78% | 1.54% | Q3 2022 | Q3 2023 | 5 |
IBTE | ISHARES TR | 5 | 5 | 0.16% | 0.45% | 1.14% | Q3 2022 | Q3 2023 | 5 |
PRGO | PERRIGO CO PLC | 4 | 1 | 0.14% | 0.27% | 0.76% | Q1 2014 | Q3 2015 | 5 |
GWX | SPDR INDEX SHS FDS | 4 | 1 | 0.12% | 0.26% | 0.38% | Q1 2014 | Q2 2015 | 5 |
IUSV | ISHARES TR | 5 | 5 | 0.01% | 0.14% | 0.19% | Q3 2022 | Q3 2023 | 5 |
HIG | HARTFORD FINL SVCS GRO... | 4 | 1 | 0.06% | 0.12% | 0.14% | Q1 2017 | Q3 2019 | 5 |
RPM | RPM INTL INC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q2 2021 | 5 |
CMG | CHIPOTLE MEXICAN GRILL... | 5 | 5 | 0.00% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
J | JACOBS ENGR GROUP INC | 5 | 5 | 0.02% | 0.05% | 0.06% | Q2 2021 | Q2 2022 | 5 |
JACOBS SOLUTIONS INC | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 | |
AUB | ATLANTIC UN BANKSHARES... | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
IEFA | ISHARES TR | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PGR | PROGRESSIVE CORP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
ISRG | INTUITIVE SURGICAL INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
SPLG | SPDR SER TR | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
IFF | INTERNATIONAL FLAVORS&... | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
UI | UBIQUITI INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
TTD | THE TRADE DESK INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 5 |
SWAV | SHOCKWAVE MED INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
RBLX | ROBLOX CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
ANNALY CAPITAL MANAGEM... | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 | |
WEC | WEC ENERGY GROUP INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
KEY | KEYCORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 5 |
IHRT | IHEARTMEDIA INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
MITK | MITEK SYS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
SLY | SPDR SER TR | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
ROKU | ROKU INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
CGC | CANOPY GROWTH CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
ARWR | ARROWHEAD PHARMACEUTIC... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
SIVB | SVB FINANCIAL GROUP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
GSK | GSK PLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
UPST | UPSTART HLDGS INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 5 |
SCHV | SCHWAB STRATEGIC TR | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AMRS | AMYRIS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
UAL | UNITED AIRLS HLDGS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
IWS | ISHARES TR | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NXPI | NXP SEMICONDUCTORS N V | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
TDOC | TELADOC HEALTH INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
RGR | STURM RUGER & CO INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
SWBI | SMITH & WESSON BRANDS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
GSK PLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 | |
SRVR | PACER FDS TR | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
ING | ING GROEP N.V. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
OGEN | ORAGENICS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
SPWR | SUNPOWER CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
RUN | SUNRUN INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
IGC | INDIA GLOBALIZATION CA... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
LIT | GLOBAL X FDS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GMED | GLOBUS MED INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NOK | NOKIA CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
TNDM | TANDEM DIABETES CARE INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
TLRY | TILRAY INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
TWOU | 2U INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
FUN | CEDAR FAIR L P | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
PROSHARES TR | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 | |
RCL | ROYAL CARIBBEAN GROUP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
VTWG | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
VSTM | VERASTEM INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
AOUT | AMERICAN OUTDOOR BRAND... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
MAXN | MAXEON SOLAR TECHNOLOG... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
GRAB HOLDINGS LIMITED | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 | |
EXC | EXELON CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
MU | MICRON TECHNOLOGY INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
JETS | ETF SER SOLUTIONS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AMJ | JPMORGAN CHASE & CO | 4 | 4 | 4.17% | 5.84% | 7.45% | Q4 2014 | Q3 2015 | 4 |
IDV | ISHARES | 4 | 4 | 0.23% | 0.31% | 0.45% | Q4 2013 | Q3 2014 | 4 |
FTI | FMC TECHNOLOGIES INC | 4 | 4 | 0.22% | 0.29% | 0.38% | Q4 2013 | Q3 2014 | 4 |
ETP | ENERGY TRANSFER PRTNRS... | 4 | 4 | 0.21% | 0.23% | 0.28% | Q4 2014 | Q3 2015 | 4 |
EMC | E M C CORP MASS | 4 | 4 | 0.15% | 0.21% | 0.28% | Q1 2014 | Q4 2014 | 4 |
BIV | VANGUARD BD INDEX FDS | 4 | 4 | 0.02% | 0.14% | 0.51% | Q4 2021 | Q3 2022 | 4 |
BRKA | BERKSHIRE HATHAWAY INC... | 2 | 2 | 0.09% | 0.13% | 0.18% | Q3 2014 | Q2 2018 | 4 |
BND | VANGUARD BD INDEX FDS | 4 | 4 | 0.00% | 0.12% | 0.47% | Q4 2021 | Q3 2022 | 4 |
BSCO | INVESCO EXCH TRD SLF I... | 4 | 4 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q2 2023 | 4 |
STI | SUNTRUST BKS INC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2018 | Q3 2019 | 4 |
KNSL | KINSALE CAP GROUP INC | 4 | 4 | 0.01% | 0.08% | 0.15% | Q4 2022 | Q3 2023 | 4 |
AET | AETNA INC NEW | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2017 | Q3 2018 | 4 |
SLB | SCHLUMBERGER LTD | 1 | 1 | 0.00% | 0.07% | 0.20% | Q2 2014 | Q3 2023 | 4 |
MUB | ISHARES TR | 4 | 4 | 0.00% | 0.06% | 0.16% | Q4 2021 | Q3 2022 | 4 |
MELI | MERCADOLIBRE INC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
RENEW ENERGY GLOBAL PLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 | |
GNRC | GENERAC HLDGS INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CBRE | CBRE GROUP INC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
LEU | CENTRUS ENERGY CORP | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
JNK | SPDR SER TR | 4 | 4 | 0.00% | 0.03% | 0.09% | Q4 2021 | Q3 2022 | 4 |
AIZ | ASSURANT INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
BP | BP PLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q4 2021 | 4 |
CERN | CERNER CORP | 4 | 4 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
GTLS | CHART INDS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
VRTX | VERTEX PHARMACEUTICALS... | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CBOE | CBOE GLOBAL MKTS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PCY | INVESCO EXCH TRADED FD... | 4 | 4 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2022 | 4 |
VTIP | VANGUARD MALVERN FDS | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 4 |
STPZ | PIMCO ETF TR | 4 | 4 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2022 | 4 |
CODI | COMPASS DIVERSIFIED | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MAIN | MAIN STR CAP CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
NMZ | NUVEEN MUN HIGH INCOME... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
WPC | WP CAREY INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
EMB | ISHARES TR | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2022 | 4 |
OHI | OMEGA HEALTHCARE INVS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
VXUS | VANGUARD STAR FDS | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
STAA | STAAR SURGICAL CO | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BL | BLACKLINE INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BOMN | BOSTON OMAHA CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CTRE | CARETRUST REIT INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EL | LAUDER ESTEE COS INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
BHP | BHP GROUP LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
EPR | EPR PPTYS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARKQ | ARK ETF TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
STAG | STAG INDL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VSS | VANGUARD INTL EQUITY I... | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
ABNB | AIRBNB INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SCHC | SCHWAB STRATEGIC TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
CHTR | CHARTER COMMUNICATIONS... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
JCI | JOHNSON CTLS INTL PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
NEU | NEWMARKET CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
CG | CARLYLE GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FCX | FREEPORT-MCMORAN INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
FCN | FTI CONSULTING INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VSGX | VANGUARD WORLD FD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BLOK | AMPLIFY ETF TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
GHC | GRAHAM HLDGS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
INFN | INFINERA CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
PTMC | PACER FDS TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
IJK | ISHARES TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
IAU | ISHARES GOLD TR | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 4 |
EXAS | EXACT SCIENCES CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DG | DOLLAR GEN CORP NEW | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
WMB | WILLIAMS COS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
AJRD | AEROJET ROCKETDYNE HLD... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 4 |
ENERGY VAULT HOLDINGS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 | |
PHM | PULTE GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GRAB HOLDINGS LIMITED | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 | |
ASAN | ASANA INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
TSCO | TRACTOR SUPPLY CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LOTZ | CARLOTZ INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
LAZR | LUMINAR TECHNOLOGIES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
SPYD | SPDR SER TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VTWV | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GDX | VANECK ETF TRUST | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SMH | VANECK ETF TRUST | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HOG | HARLEY DAVIDSON INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TRITIUM DCFC LIMITED | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 | |
AL | AIR LEASE CORP | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2018 | Q3 2018 | 3 |
AGG | ISHARES TR | 3 | 3 | 0.00% | 0.11% | 0.32% | Q1 2022 | Q3 2022 | 3 |
KR | KROGER CO | 2 | 1 | 0.10% | 0.10% | 0.11% | Q1 2017 | Q4 2017 | 3 |
ANDV | ANDEAVOR | 3 | 3 | 0.07% | 0.09% | 0.10% | Q1 2018 | Q3 2018 | 3 |
NUE | NUCOR CORP | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2018 | Q3 2018 | 3 |
KSS | KOHLS CORP | 2 | 1 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q1 2019 | 3 |
NBG | NATIONAL BK GREECE S A | 3 | 3 | 0.03% | 0.06% | 0.08% | Q1 2015 | Q3 2015 | 3 |
PJAN | INNOVATOR ETFS TR | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ITA | ISHARES TR | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
LINDE PLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 | |
GHY | PGIM GLOBAL HIGH YIELD... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
GE HEALTHCARE TECHNOLO... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 | |
ALGN | ALIGN TECHNOLOGY INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 3 |
AEP | AMERICAN ELEC PWR CO INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 3 |
AOM | ISHARES TR | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
UDR | UDR INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
BTI | BRITISH AMERN TOB PLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
CQP | CHENIERE ENERGY PARTNE... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FVD | FIRST TR VALUE LINE DI... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
CF | CF INDS HLDGS INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
OSTK | OVERSTOCK COM INC DEL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
MSTR | MICROSTRATEGY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
PANW | PALO ALTO NETWORKS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ULTA | ULTA BEAUTY INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 3 |
DELL | DELL TECHNOLOGIES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HCA | HCA HEALTHCARE INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LULU | LULULEMON ATHLETICA INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
RHI | ROBERT HALF INTL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
CAG | CONAGRA BRANDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
SNDL | SUNDIAL GROWERS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ASML | ASML HOLDING N V | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BIDU | BAIDU INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
TCHP | T ROWE PRICE ETF INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
KYNDRYL HLDGS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 | |
ESGE | ISHARES INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
XLP | SELECT SECTOR SPDR TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TSN | TYSON FOODS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 3 |
FAST RADIUS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 | |
IPG | INTERPUBLIC GROUP COS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
RIVIAN AUTOMOTIVE INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 | |
SAP | SAP SE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
XT | ISHARES TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
DDOG | DATADOG INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
BETZ | LISTED FD TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
TOUGHBUILT INDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 | |
TM | TOYOTA MOTOR CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
MGM | MGM RESORTS INTERNATIONAL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
COMT | ISHARES U S ETF TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
DAPP | VANECK ETF TRUST | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
PFEB | INNOVATOR ETFS TR | 2 | 2 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q2 2023 | 2 |
NOV | NATIONAL OILWELL VARCO... | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2014 | Q3 2014 | 2 |
WPZ | WILLIAMS PARTNERS L P | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2014 | Q4 2014 | 2 |
DD | DU PONT E I DE NEMOURS... | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2017 | Q2 2017 | 2 |
WPZ | WILLIAMS PARTNERS L P NEW | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q2 2015 | 2 |
RAI | REYNOLDS AMERICAN INC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q2 2017 | 2 |
MYL | MYLAN N V | 2 | 2 | 0.11% | 0.12% | 0.14% | Q4 2016 | Q1 2017 | 2 |
WDC | WESTERN DIGITAL CORP | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2018 | Q2 2018 | 2 |
AFL | AFLAC INC | 1 | 1 | 0.00% | 0.11% | 0.22% | Q4 2017 | Q3 2023 | 2 |
PMAR | INNOVATOR ETFS TR | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
PMAY | INNOVATOR ETFS TR | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
FRT | FEDERAL REALTY INVT TR | 1 | 1 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q2 2020 | 2 |
PJUL | INNOVATOR ETFS TR | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
ESGV | VANGUARD WORLD FD | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
GLOBAL X FDS | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 | |
ANET | ARISTA NETWORKS INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PSN | PARSONS CORP DEL | 2 | 2 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q1 2022 | 2 |
PAYC | PAYCOM SOFTWARE INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
DHF | BNY MELLON HIGH YIELD ... | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
ODFL | OLD DOMINION FREIGHT L... | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ATLASSIAN CORPORATION | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 | |
BSCM | INVESCO EXCH TRD SLF I... | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
IXN | ISHARES TR | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 2 |
APPN | APPIAN CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 2 |
ENB | ENBRIDGE INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
COR | CORESITE RLTY CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
SPLK | SPLUNK INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FLAU | FRANKLIN TEMPLETON ETF TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
NVEE | NV5 GLOBAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ENZL | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
LRGF | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
CELH | CELSIUS HLDGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
HUBS | HUBSPOT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TTWO | TAKE-TWO INTERACTIVE S... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
STOR | STORE CAP CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 2 |
MRNA | MODERNA INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 2 |
MASTERBRAND INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 | |
Z | ZILLOW GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
ATUS | ALTICE USA INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
NLY | ANNALY CAPITAL MANAGEM... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CCK | CROWN HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
TRI | THOMSON REUTERS CORP. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
LSI | LIFE STORAGE INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SMG | SCOTTS MIRACLE-GRO CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
DBC | INVESCO DB COMMDY INDX... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
JIG | J P MORGAN EXCHANGE-TR... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TSM | TAIWAN SEMICONDUCTOR M... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
QS | QUANTUMSCAPE CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
FTAI | FORTRESS TRANS INFRST ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
NDAQ | NASDAQ INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EW | EDWARDS LIFESCIENCES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FMC | FMC CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 2 |
BAP | CREDICORP LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RTOKY | RENTOKIL INITIAL PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AIG | AMERICAN INTL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FTI | TECHNIPFMC PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CONSTELLATION ENERGY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 | |
CCEP | COCA-COLA EUROPACIFIC ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FE | FIRSTENERGY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CCJ | CAMECO CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MPC | MARATHON PETE CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CPB | CAMPBELL SOUP CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ARDX | ARDELYX INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
SONY | SONY GROUP CORPORATION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TTE | TOTALENERGIES SE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HUM | HUMANA INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BFLY | BUTTERFLY NETWORK INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
NXU | NOVUS CAPITAL CORPORAT... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
BROOKFIELD ASSET MANAG... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 | |
CNC | CENTENE CORP DEL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AGCUU | ALTIMETER GROWTH CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MGA | MAGNA INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
SPB | SPECTRUM BRANDS HLDGS ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
PCG | PG&E CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SHIFT TECHNOLOGIES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 | |
TDC | TERADATA CORP DEL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PAUG | INNOVATOR ETFS TR | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
BTTGY | BT GROUP PLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2016 | Q2 2016 | 1 |
SGOV | ISHARES TR | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
PSEP | INNOVATOR ETFS TR | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
WAG | WALGREEN CO | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2014 | Q2 2014 | 1 |
BAH | BOOZ ALLEN HAMILTON HL... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2017 | Q2 2017 | 1 |
SEP | SPECTRA ENERGY PARTNER... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
ESRX | EXPRESS SCRIPTS HLDG CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q4 2015 | 1 |
SPG | SIMON PPTY GROUP INC NEW | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q1 2015 | 1 |
SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
HBI | HANESBRANDS INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
APLE | APPLE HOSPITALITY REIT... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
BPL | BUCKEYE PARTNERS L P | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
FERG | FERGUSON PLC NEW | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
DHF | BNY MELLON HIGH YIELD ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
SPMD | SPDR SER TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
IBTB | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
HSIC | HENRY SCHEIN INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
AB | ALLIANCEBERNSTEIN HLDG... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
IPGP | IPG PHOTONICS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ITM | VANECK ETF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TMFC | RBB FD INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
EPAM | EPAM SYS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HAL | HALLIBURTON CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
AFG | AMERICAN FINL GROUP IN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
FORTREA HLDGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
KLAC | KLA CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JEF | JEFFERIES FINL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
REGN | REGENERON PHARMACEUTICALS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PDI | PIMCO DYNAMIC INCOME FD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SPIB | SPDR SER TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KENVUE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
EFAV | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
AJG | GALLAGHER ARTHUR J & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CLF | CLEVELAND-CLIFFS INC NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
RF | REGIONS FINANCIAL CORP... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
GSG | ISHARES S&P GSCI COMMO... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JMIA | JUMIA TECHNOLOGIES AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PID | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HRL | HORMEL FOODS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ET | ENERGY TRANSFER L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AZN | ASTRAZENECA PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NI | NISOURCE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GWW | GRAINGER W W INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QRVO | QORVO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SPYG | SPDR SER TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EBAY | EBAY INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SNCA | SENECA BIOPHARMA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DOCN | DIGITALOCEAN HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VFC | V F CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AFIN | THE NECESSITY RETAIL R... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMCR | AMCOR PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AY | ATLANTICA SUSTAINABLE ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TT | TRANE TECHNOLOGIES PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
KKR | KKR & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
LW | LAMB WESTON HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DOV | DOVER CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SHP ETF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 | |
MMC | MARSH & MCLENNAN COS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CSL | CARLISLE COS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ESGU | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EWS | ISHARES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MFMS | RBB FD INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DFH | DREAM FINDERS HOMES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FAF | FIRST AMERN FINL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SPGM | SPDR INDEX SHS FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ALV | AUTOLIV INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SJM | SMUCKER J M CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EGBN | EAGLE BANCORP INC MD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WIX | WIX COM LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CTAS | CINTAS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CVET | COVETRUS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FDS | FACTSET RESH SYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IDXX | IDEXX LABS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EXPD | EXPEDITORS INTL WASH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PXH | INVESCO EXCH TRADED FD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VUZI | VUZIX CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PSFE | PAYSAFE LIMITED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HAGERTY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 | |
HTGC | HERCULES CAPITAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EFG | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WOOF | PETCO HEALTH & WELLNES... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HUN | HUNTSMAN CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EFV | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IUSB | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FVRR | FIVERR INTL LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PLTR | PALANTIR TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NTR | NUTRIEN LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ACCO | ACCO BRANDS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
MRTX | MIRATI THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DKNG | DRAFTKINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
UEIC | UNIVERSAL ELECTRS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SFIX | STITCH FIX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FALN | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WPM | WHEATON PRECIOUS METAL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SWM | MATIV HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TOL | TOLL BROTHERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GOVT | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MNST | MONSTER BEVERAGE CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ALLY | ALLY FINL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WYNN | WYNN RESORTS LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ES | EVERSOURCE ENERGY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TIP | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ZG | ZILLOW GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EWZ | ISHARES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BDX | BECTON DICKINSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CC | CHEMOURS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DVA | DAVITA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NAKED BRAND GROUP LIMITED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 | |
VICI | VICI PPTYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TER | TERADYNE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FFIV | F5 NETWORKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AGCB | ALTIMETER GROWTH CORP 2 | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
OLLI | OLLIES BARGAIN OUTLET ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ADC | AGREE RLTY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BEP | BROOKFIELD RENEWABLE P... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
A | AGILENT TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DLX | DELUXE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TAK | TAKEDA PHARMACEUTICAL ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
RSG | REPUBLIC SVCS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ATNX | ATHENEX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LUMN | LUMEN TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CACI | CACI INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MEIP | MEI PHARMA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
UA | UNDER ARMOUR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CASY | CASEYS GEN STORES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BLACKSTONE SECD LENDIN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 | |
VLUE | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PATH | UIPATH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MSGS | MADISON SQUARE GRDN SP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CAVA GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
VELO | VELOCITY ACQUISITION CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SYF | SYNCHRONY FINANCIAL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CPNG | COUPANG INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VRTV | VERITIV CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SCCO | SOUTHERN COPPER CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VIAC | VIACOMCBS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DCRN | DECARBONIZATION PLUS A... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
APPH | APPHARVEST INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
APA | APA CORPORATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SNAP | SNAP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ANSS | ANSYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VRM | VROOM INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DM | DESKTOP METAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IYE | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SFT | SHIFT TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DRAFTKINGS INC NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 | |
JD | JD.COM INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ENNV | ECP ENVIRONMENTAL GW O... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IXG | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MJ | ETF MANAGERS TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ATSG | AIR TRANSPORT SERVICES... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FSLY | FASTLY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ZNGA | ZYNGA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DOX | AMDOCS LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AGC | ALTIMETER GROWTH CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WPF | FOLEY TRASIMENE ACQUIS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
RE | EVEREST RE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RY | ROYAL BK CDA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GRAB HOLDINGS LIMITED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 | |
BEN | FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RDFN | REDFIN CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NEXTDOOR HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 | |
INTU | INTUIT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ORION OFFICE REIT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 | |
J P MORGAN EXCHANGE TR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 | |
HII | HUNTINGTON INGALLS IND... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
IEX | IDEX CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
RIG | TRANSOCEAN LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
VIOV | VANGUARD ADMIRAL FDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BAM | BROOKFIELD ASSET MGMT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AI | C3 AI INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GDXJ | VANECK ETF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Download |
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.