SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holdings history

551 is the total number of securities SIGNATURE ESTATE & INVESTMENT ADVISORS LLC has owned. The longest SIGNATURE ESTATE & INVESTMENT ADVISORS LLC has owned a single stock is 42 quarters.

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
DWM WISDOMTREE TRUST42420.01%2.26%3.89%Q2 2013Q3 202342
AAPL APPLE INC42420.12%1.57%2.93%Q2 2013Q3 202342
VOT VANGUARD INDEX FDS42420.04%0.90%2.95%Q2 2013Q3 202342
VOE VANGUARD INDEX FDS42420.04%0.88%2.94%Q2 2013Q3 202342
IVW ISHARES TR42420.13%0.82%2.82%Q2 2013Q3 202342
VBK VANGUARD INDEX FDS42420.03%0.41%1.17%Q2 2013Q3 202342
DES WISDOMTREE TRUST42420.14%0.31%0.58%Q2 2013Q3 202342
UNH UNITEDHEALTH GROUP INC41410.02%1.23%2.87%Q3 2013Q3 202341
VB VANGUARD INDEX FDS41410.02%0.09%0.19%Q3 2013Q3 202341
IDV ISHARES TR40400.14%0.86%1.56%Q4 2013Q3 202340
SLYV SPDR SER TR40400.13%0.26%0.36%Q4 2013Q3 202340
XLI SELECT SECTOR SPDR TR15100.03%2.65%5.96%Q3 2013Q3 202339
VEA VANGUARD TAX-MANAGED I...39390.48%2.48%6.60%Q1 2014Q3 202339
JNJ JOHNSON & JOHNSON39390.02%0.05%0.09%Q1 2014Q3 202339
VEU VANGUARD INTL EQUITY I...28100.01%0.35%2.42%Q2 2013Q3 202338
DON WISDOMTREE TR37370.19%0.64%1.32%Q3 2014Q3 202337
VWO VANGUARD INTL EQUITY I...37370.08%0.42%0.84%Q3 2014Q3 202337
DVYE ISHARES INC36360.17%0.56%0.96%Q4 2014Q3 202336
SCHX SCHWAB STRATEGIC TR2530.01%0.21%0.50%Q4 2013Q3 202335
VIG VANGUARD SPECIALIZED P...23120.01%0.09%0.31%Q2 2013Q3 202335
XLF SELECT SECTOR SPDR TR23110.01%2.16%6.20%Q2 2013Q3 202334
APLE APPLE HOSPITALITY REIT...34340.01%0.24%1.55%Q2 2015Q3 202334
MA MASTERCARD INCORPORATED33331.46%1.88%2.35%Q3 2015Q3 202333
SPEM SPDR INDEX SHS FDS33330.06%0.51%1.48%Q3 2015Q3 202333
VYM VANGUARD WHITEHALL FDS...33330.16%0.30%0.53%Q3 2015Q3 202333
VUG VANGUARD INDEX FDS32320.96%2.09%6.38%Q4 2015Q3 202332
VTV VANGUARD INDEX FDS32321.10%1.37%1.73%Q4 2015Q3 202332
SLYG SPDR SER TR32320.07%1.17%2.19%Q4 2015Q3 202332
GOOGL ALPHABET INC32320.02%1.16%2.07%Q4 2015Q3 202332
AMZN AMAZON COM INC32320.03%1.09%2.17%Q4 2015Q3 202332
JPM JPMORGAN CHASE & CO3020.02%0.36%2.47%Q2 2013Q3 202332
MDYV SPDR SER TR32320.10%0.24%0.45%Q4 2015Q3 202332
XOM EXXON MOBIL CORP32320.02%0.05%0.17%Q4 2015Q3 202332
IGM ISHARES TR31312.06%3.18%3.89%Q1 2016Q3 202331
MSFT MICROSOFT CORP3010.02%0.64%2.06%Q4 2014Q3 202331
MDYG SPDR SER TR2650.01%0.21%0.34%Q4 2015Q3 202331
SPY SPDR S&P 500 ETF TR2830.01%0.08%0.20%Q2 2015Q3 202331
PEP PEPSICO INC1520.01%0.03%0.09%Q4 2014Q3 202331
XLV SELECT SECTOR SPDR TR30300.04%3.13%4.12%Q2 2016Q3 202330
TMO THERMO FISHER SCIENTIF...30301.34%1.83%2.15%Q2 2016Q3 202330
KYN KAYNE ANDERSON MLP INV...30300.00%1.71%3.11%Q2 2013Q3 202030
PFE PFIZER INC1510.01%0.09%2.22%Q2 2013Q3 202330
BSV VANGUARD BD INDEX FDS1620.01%0.05%0.18%Q2 2013Q1 202230
IBM INTERNATIONAL BUSINESS...1020.01%0.03%0.19%Q3 2014Q3 202330
VZ VERIZON COMMUNICATIONS...1610.01%0.02%0.06%Q2 2015Q2 202330
V VISA INC30300.01%0.02%0.04%Q2 2016Q3 202330
DIS DISNEY WALT CO2110.02%1.21%2.04%Q4 2014Q3 202329
NEE NEXTERA ENERGY INC29290.10%0.57%2.04%Q3 2016Q3 202329
FB META PLATFORMS INC1430.01%0.56%2.08%Q1 2016Q3 202329
EWBC EAST WEST BANCORP INC29290.01%0.07%0.16%Q1 2016Q1 202329
MCK MCKESSON CORP17110.06%1.85%2.60%Q2 2013Q3 202328
IVE ISHARES TR28280.19%0.87%2.72%Q2 2013Q1 202028
IEFA ISHARES TR28280.01%0.23%0.65%Q4 2015Q3 202228
IJR ISHARES TR28280.02%0.13%0.20%Q4 2016Q3 202328
WCN WASTE CONNECTIONS INC28280.05%0.09%0.12%Q4 2016Q3 202328
TOWN TOWNEBANK PORTSMOUTH VA2210.01%0.02%0.04%Q3 2014Q4 202228
MLPI UBS AG JERSEY BRH27270.85%2.62%5.05%Q2 2013Q4 201927
VBR VANGUARD INDEX FDS27270.06%0.37%0.71%Q2 2013Q4 201927
VO VANGUARD INDEX FDS27270.03%0.25%0.46%Q2 2013Q4 201927
VCLT VANGUARD SCOTTSDALE FDS1980.07%0.14%0.21%Q4 2013Q3 202027
BAC BK OF AMERICA CORP1110.01%0.66%2.24%Q2 2014Q1 202326
BRKB BERKSHIRE HATHAWAY INC...2510.01%0.03%0.04%Q1 2017Q3 202326
ICE INTERCONTINENTAL EXCHA...25250.01%1.74%2.12%Q1 2016Q1 202225
WMT WAL-MART STORES INC25250.02%1.32%2.06%Q3 2017Q3 202325
CII BLACKROCK ENH CAP & IN...25250.18%0.34%0.50%Q2 2013Q2 201925
XLK SELECT SECTOR SPDR TR1910.01%0.27%5.62%Q2 2013Q4 202225
AMGN AMGEN INC1870.01%0.19%2.13%Q3 2015Q3 202325
IJT ISHARES TR25250.03%0.16%0.38%Q3 2017Q3 202325
IJJ ISHARES TR25250.11%0.14%0.15%Q3 2017Q3 202325
IJK ISHARES TR25250.12%0.13%0.15%Q3 2017Q3 202325
IJS ISHARES TR25250.03%0.06%0.09%Q3 2017Q3 202325
CVX CHEVRON CORP NEW2130.01%1.35%1.98%Q4 2016Q3 202324
T AT&T INC1320.01%0.52%2.32%Q1 2016Q2 202324
DWX SPDR INDEX SHS FDS1950.07%0.24%0.84%Q2 2013Q1 202024
JHMM JOHN HANCOCK EXCHANGE ...24240.03%0.09%0.18%Q3 2017Q2 202324
ADBE ADOBE SYSTEMS INCORPOR...2220.01%0.02%0.03%Q1 2017Q3 202324
GSLC GOLDMAN SACHS ETF TR23230.33%11.32%15.56%Q1 2018Q3 202323
AMJ JPMORGAN CHASE & CO1490.02%0.68%2.03%Q2 2013Q4 201923
F FORD MTR CO DEL1810.01%0.24%2.53%Q2 2013Q3 202323
HD HOME DEPOT INC1490.01%0.19%2.03%Q1 2017Q3 202323
CDW CDW CORP23230.07%0.10%0.12%Q1 2018Q3 202323
ANTM ELEVANCE HEALTH INC2210.02%0.03%0.04%Q3 2017Q3 202323
BA BOEING CO1210.01%0.02%0.04%Q1 2017Q3 202323
RPG RYDEX ETF TRUST22220.02%3.21%9.63%Q2 2018Q3 202322
TOTL SSGA ACTIVE ETF TR2010.27%1.98%9.57%Q4 2017Q3 202322
IVV ISHARES TR1310.01%0.05%0.12%Q1 2016Q3 202322
AJG GALLAGHER ARTHUR J & CO22220.01%0.03%0.06%Q2 2018Q3 202322
SPDW SPDR INDEX SHS FDS21210.64%5.03%7.41%Q3 2018Q3 202321
SPAB SPDR SER TR2010.12%0.19%0.34%Q2 2018Q3 202321
RPG RYDEX ETF TRUST20200.52%5.84%10.82%Q2 2013Q1 201820
PLD PROLOGIS INC.20200.38%1.26%1.95%Q4 2018Q3 202320
IDEV ISHARES TR20200.03%0.57%1.21%Q4 2018Q3 202320
EPAM EPAM SYS INC20200.07%0.09%0.12%Q4 2018Q3 202320
INTC INTEL CORP1370.01%0.04%0.28%Q4 2015Q2 202120
DLS WISDOMTREE TR19190.02%2.96%11.05%Q4 2013Q2 201819
CEM CLEARBRIDGE MLP AND MI...19190.00%1.28%1.87%Q4 2015Q2 202019
VNQ VANGUARD INDEX FDS1410.01%1.12%5.99%Q2 2013Q1 202219
LOW LOWES COS INC1630.01%1.06%2.11%Q2 2016Q3 202319
FPE FIRST TR EXCH TRADED F...1020.08%0.25%0.42%Q4 2015Q1 202119
CWI SPDR INDEX SHS FDS19190.02%0.25%0.32%Q1 2014Q3 201819
EDIV SPDR INDEX SHS FDS19190.09%0.17%0.23%Q3 2015Q1 202019
SCHA SCHWAB STRATEGIC TR19190.01%0.14%0.22%Q1 2014Q3 201819
QQQ INVESCO QQQ TR1720.01%0.06%0.09%Q2 2018Q3 202319
MINT PIMCO ETF TR1110.01%0.05%0.29%Q3 2015Q2 202219
KO COCA COLA CO830.01%0.02%0.03%Q1 2016Q2 202219
XLE SELECT SECTOR SPDR TR1010.01%2.14%5.81%Q2 2013Q1 202318
EOG EOG RES INC1260.02%1.84%2.54%Q2 2013Q2 201918
VFH VANGUARD WORLD FDS1120.01%1.83%4.28%Q3 2015Q1 202318
AVGO BROADCOM INC1710.01%1.68%2.08%Q2 2018Q3 202318
HON HONEYWELL INTL INC1610.01%1.38%2.06%Q1 2017Q4 202218
NKE NIKE INC1260.02%1.01%2.72%Q3 2014Q4 201918
PG PROCTER & GAMBLE CO1010.01%0.65%1.98%Q2 2016Q3 202318
GE GENERAL ELECTRIC CO1530.01%0.36%2.04%Q1 2015Q2 202118
FMB FIRST TR EXCH TRADED F...18180.23%0.27%0.38%Q2 2019Q3 202318
DOL WISDOMTREE TR18180.15%0.20%0.35%Q4 2015Q1 202018
CMF ISHARES TR18180.01%0.06%0.16%Q2 2013Q3 201718
ABT ABBOTT LABS1320.01%0.01%0.02%Q3 2018Q3 202318
USMV ISHARES TR1510.01%1.73%4.17%Q1 2017Q1 202217
AMAT APPLIED MATLS INC1610.04%1.24%2.10%Q1 2015Q3 202317
SYK STRYKER CORP17170.02%0.20%0.35%Q4 2015Q4 201917
MUNI PIMCO ETF TR620.01%0.04%0.36%Q4 2017Q1 202317
VXF VANGUARD INDEX FDS1020.01%0.03%0.05%Q1 2017Q3 202317
ICLN ISHARES TR16160.03%0.06%0.11%Q4 2019Q3 202316
EEM ISHARES TR1210.01%0.05%0.10%Q3 2016Q4 202216
NVDA NVIDIA CORPORATION1310.01%0.04%0.07%Q3 2018Q3 202316
TFC TRUIST FINL CORP16160.01%0.02%0.03%Q4 2019Q3 202316
AGG ISHARES TR1410.03%2.14%8.72%Q3 2015Q3 202315
CVS CVS HEALTH CORP1410.01%1.64%2.89%Q2 2013Q4 201815
MS MORGAN STANLEY710.02%1.38%2.62%Q3 2014Q3 202315
CSCO CISCO SYS INC820.02%1.15%2.21%Q2 2013Q3 202315
COST COSTCO WHSL CORP NEW1020.01%0.82%2.54%Q4 2014Q1 202215
MCD MCDONALDS CORP510.01%0.47%1.77%Q2 2016Q3 202315
CMCSA COMCAST CORP NEW820.01%0.34%1.77%Q1 2017Q1 202215
SCHC SCHWAB STRATEGIC TR15150.02%0.34%1.60%Q1 2014Q3 201715
VTI VANGUARD INDEX FDS15150.08%0.12%0.14%Q1 2020Q3 202315
CRL CHARLES RIV LABS INTL INC15150.08%0.09%0.11%Q1 2020Q3 202315
VGT VANGUARD WORLD FDS15150.05%0.07%0.10%Q1 2020Q3 202315
VHT VANGUARD WORLD FDS15150.04%0.06%0.09%Q1 2020Q3 202315
EFA ISHARES TR15150.02%0.06%0.16%Q2 2016Q4 201915
XBI SPDR SERIES TRUST15150.02%0.05%0.08%Q2 2016Q4 201915
IHI ISHARES TR1410.01%0.03%0.05%Q4 2019Q3 202315
GLD SPDR GOLD TRUST1310.01%0.03%0.13%Q1 2014Q3 202315
ESGU ISHARES TR960.01%0.03%0.04%Q3 2018Q2 202215
ABBV ABBVIE INC1210.01%0.01%0.02%Q1 2017Q3 202315
BSCH CLAYMORE EXCHANGE TR F...14140.06%2.11%4.39%Q2 2013Q3 201614
BMY BRISTOL-MYERS SQUIBB CO1310.01%0.35%0.54%Q2 2016Q4 202214
FTA FIRST TR LRG CP VL ALP...14140.04%0.20%0.28%Q4 2014Q1 201814
DGRW WISDOMTREE TR14140.01%0.15%0.26%Q2 2015Q3 201814
J JACOBS ENGR GROUP INC DEL14140.09%0.10%0.11%Q3 2018Q4 202114
XAR SPDR SERIES TRUST14140.02%0.05%0.07%Q3 2016Q4 201914
PRF POWERSHARES ETF TRUST1040.03%0.04%0.07%Q3 2014Q1 201814
PKI REVVITY INC14140.02%0.03%0.04%Q2 2020Q3 202314
ITA ISHARES TR14140.01%0.02%0.04%Q2 2020Q3 202314
CDMO AVID BIOSERVICES INC14140.00%0.01%0.02%Q2 2020Q3 202314
VLUE ISHARES TR13130.03%4.49%6.87%Q3 2020Q3 202313
DEM WISDOMTREE TRUST760.07%3.87%14.36%Q2 2013Q3 202313
BSCG CLAYMORE EXCHANGE TRD ...13130.03%2.01%9.56%Q3 2013Q3 201613
SCZ ISHARES13130.56%0.96%1.22%Q4 2014Q4 201713
IBMF ISHARES TR1210.03%0.56%0.91%Q3 2013Q1 201713
DIM WISDOMTREE TR13130.19%0.48%0.98%Q4 2014Q4 201713
IBMI ISHARES TR940.01%0.45%0.79%Q2 2016Q3 201913
AVDE AMERICAN CENTY ETF TR13130.16%0.20%0.23%Q3 2020Q3 202313
FLOT ISHARES TR620.02%0.11%0.68%Q1 2014Q1 202313
RZG RYDEX ETF TRUST13130.06%0.11%0.14%Q1 2015Q1 201813
LH LABORATORY CORP AMER H...850.06%0.09%0.11%Q3 2017Q3 202313
FNDA SCHWAB STRATEGIC TR13130.04%0.05%0.07%Q3 2020Q3 202313
SMLF ISHARES TR13130.04%0.05%0.06%Q3 2020Q3 202313
TSLA TESLA INC13130.02%0.05%0.08%Q3 2020Q3 202313
SHY ISHARES TR1120.01%0.02%0.06%Q2 2020Q3 202313
NSC NORFOLK SOUTHN CORP1010.01%0.02%0.02%Q1 2017Q2 202313
ESGD ISHARES TR1210.01%0.01%0.02%Q4 2018Q3 202313
XLY SELECT SECTOR SPDR TR12120.02%2.26%6.06%Q1 2014Q4 201612
SYY SYSCO CORP930.02%1.14%2.18%Q1 2017Q4 202212
DAL DELTA AIR LINES INC DEL930.02%0.86%2.16%Q3 2015Q3 201812
IBME ISHARES TR12120.03%0.75%1.17%Q3 2013Q2 201612
BSJG CLAYMORE EXCHANGE TRD ...12120.20%0.42%0.64%Q3 2013Q2 201612
IGF ISHARES12120.02%0.41%0.60%Q4 2013Q3 201612
FLTR MARKET VECTORS ETF TR12120.02%0.32%0.80%Q2 2013Q1 201612
DTD WISDOMTREE TR12120.01%0.16%0.23%Q4 2015Q3 201812
LDUR PIMCO ETF TR610.01%0.10%0.53%Q4 2017Q2 202212
FBHS FORTUNE BRANDS HOME & ...12120.08%0.09%0.11%Q4 2019Q3 202212
SUSA ISHARES TR12120.01%0.02%0.03%Q3 2015Q2 201812
IAU ISHARES GOLD TRUST12120.01%0.02%0.02%Q2 2018Q1 202112
MTUM ISHARES TR11110.01%3.59%6.30%Q3 2020Q1 202311
FISV FISERV INC11110.03%1.27%1.88%Q1 2019Q3 202111
MUB ISHARES TR1010.01%0.30%1.10%Q1 2017Q3 202211
RFG RYDEX ETF TRUST11110.07%0.21%0.29%Q4 2014Q2 201711
NOC NORTHROP GRUMMAN CORP11110.02%0.16%0.30%Q4 2015Q2 201811
DISCA DISCOVERY INC11110.06%0.09%0.11%Q3 2018Q1 202111
POST POST HLDGS INC11110.04%0.08%0.11%Q4 2016Q2 201911
PCI PIMCO DYNMIC CREDIT AN...740.02%0.03%0.07%Q3 2016Q3 202111
USFR WISDOMTREE TR10100.02%4.63%13.67%Q4 2018Q1 202110
AVGO AVAGO TECHNOLOGIES LTD10100.04%1.95%2.60%Q4 2015Q1 201810
CAT CATERPILLAR INC DEL910.02%1.60%2.27%Q2 2013Q2 201910
MET METLIFE INC710.01%1.14%1.88%Q1 2017Q3 202310
FCX FREEPORT-MCMORAN INC10100.36%0.43%0.52%Q2 2021Q3 202310
PXF POWERSHARES GLOBAL ETF...10100.14%0.32%0.73%Q4 2015Q1 201810
PSK SPDR SER TR10100.13%0.15%0.17%Q4 2019Q1 202210
PID POWERSHARES ETF TRUST10100.10%0.12%0.16%Q4 2015Q1 201810
DOX AMDOCS LTD10100.08%0.10%0.12%Q2 2021Q3 202310
GNTX GENTEX CORP10100.08%0.09%0.11%Q3 2019Q4 202110
HRC HILL-ROM HLDGS INC10100.07%0.09%0.11%Q2 2019Q3 202110
ALGN ALIGN TECHNOLOGY INC10100.03%0.08%0.13%Q2 2016Q3 201810
SNV SYNOVUS FINL CORP10100.02%0.07%0.10%Q2 2016Q3 201810
FJUN FIRST TR EXCHNG TRADED...10100.02%0.02%0.03%Q2 2021Q3 202310
ARKK ARK ETF TR610.01%0.02%0.06%Q4 2020Q3 202310
IAU ISHARES GOLD TR10100.01%0.02%0.02%Q2 2021Q3 202310
HIG HARTFORD FINL SVCS GRO...10100.01%0.02%0.02%Q2 2016Q3 201810
BSJK INVESCO EXCH TRD SLF I...810.02%1.74%2.86%Q2 2018Q3 20209
TJX TJX COS INC NEW990.02%1.73%2.46%Q1 2015Q1 20179
ATVI ACTIVISION BLIZZARD INC990.01%1.43%2.04%Q1 2020Q1 20229
IGSB ISHARES TR990.30%1.09%2.52%Q2 2013Q2 20159
FPEI FIRST TR EXCH TRADED F...990.01%1.05%2.39%Q1 2019Q1 20219
DTN WISDOMTREE TRUST990.28%0.31%0.35%Q2 2013Q2 20159
IBMM ISHARES TR990.10%0.19%0.30%Q1 2019Q1 20219
SHYD VANECK VECTORS ETF TR710.02%0.16%1.04%Q4 2016Q2 20199
DLTR DOLLAR TREE INC990.08%0.10%0.12%Q1 2021Q1 20239
RZG RYDEX ETF TRUST990.06%0.07%0.11%Q2 2018Q2 20209
ACWX ISHARES TR990.03%0.04%0.05%Q4 2016Q4 20189
IWD ISHARES TR610.01%0.02%0.04%Q4 2014Q4 20189
IWF ISHARES TR310.01%0.01%0.03%Q1 2015Q3 20239
ZTS ZOETIS INC610.01%0.01%0.02%Q3 2018Q3 20239
ADP AUTOMATIC DATA PROCESS...990.01%0.01%0.01%Q3 2021Q3 20239
DIA SPDR DOW JONES INDL AV...410.01%0.01%0.02%Q2 2016Q3 20239
PVI POWERSHARES GLOBAL ETF...880.33%2.81%4.73%Q2 2013Q1 20158
DXJ WISDOMTREE TR880.02%2.64%4.75%Q2 2015Q1 20178
AVGO AVAGO TECHNOLOGIES LTD881.68%2.53%3.05%Q4 2013Q3 20158
UAL UNITED CONTL HLDGS INC880.04%1.47%3.33%Q1 2014Q4 20158
ORLY OREILLY AUTOMOTIVE INC880.01%1.23%1.90%Q4 2021Q3 20238
AGN ALLERGAN PLC880.01%1.09%2.30%Q2 2015Q1 20178
BSCK CLAYMORE EXCHANGE TRD ...880.03%0.92%3.39%Q2 2016Q1 20188
FDX FEDEX CORP620.02%0.80%2.00%Q2 2015Q4 20188
IR INGERSOLL-RAND PLC440.02%0.74%2.32%Q1 2015Q4 20198
XLU SELECT SECTOR SPDR TR410.02%0.60%2.35%Q4 2016Q3 20238
TT TRANE TECHNOLOGIES PLC880.24%0.38%0.49%Q1 2020Q4 20218
MRK MERCK & CO. INC410.01%0.21%0.44%Q2 2016Q3 20238
GSIE GOLDMAN SACHS ETF TR710.02%0.16%0.22%Q4 2018Q3 20238
PXF POWERSHARES GLOBAL ETF...880.07%0.11%0.15%Q2 2018Q1 20208
NWSA NEWS CORP NEW880.08%0.09%0.11%Q2 2021Q1 20238
CFG CITIZENS FINL GROUP INC880.07%0.09%0.11%Q2 2021Q1 20238
PFPT PROOFPOINT INC880.08%0.09%0.10%Q2 2019Q1 20218
CMA COMERICA INC880.05%0.08%0.10%Q4 2016Q3 20188
PID POWERSHARES ETF TRUST880.05%0.08%0.10%Q2 2018Q1 20208
A AGILENT TECHNOLOGIES IN880.02%0.06%0.09%Q2 2016Q1 20188
CXA SPDR SERIES TRUST880.02%0.03%0.05%Q3 2014Q2 20168
SCHB SCHWAB STRATEGIC TR710.02%0.03%0.08%Q4 2014Q4 20168
SCHF SCHWAB STRATEGIC TR410.01%0.02%0.04%Q4 2014Q3 20238
D DOMINION ENERGY INC880.01%0.01%0.02%Q4 2021Q3 20238
XLP SELECT SECTOR SPDR TR770.02%2.27%3.25%Q1 2022Q3 20237
HEDJ WISDOMTREE TR770.02%1.95%4.31%Q2 2015Q4 20167
DE DEERE & CO771.38%1.57%1.91%Q1 2022Q3 20237
STZ CONSTELLATION BRANDS INC770.01%1.54%2.38%Q4 2015Q2 20177
NWL NEWELL RUBBERMAID INC770.03%1.38%2.45%Q1 2015Q3 20167
SLB SCHLUMBERGER LTD770.01%1.12%2.14%Q3 2015Q1 20177
SQ SQUARE INC770.02%1.12%1.83%Q4 2020Q2 20227
DGRO ISHARES TR610.01%0.88%3.08%Q4 2017Q1 20217
VYMI VANGUARD WHITEHALL FDS770.54%0.66%0.73%Q1 2022Q3 20237
VDE VANGUARD WORLD FDS770.02%0.29%1.22%Q3 2015Q1 20177
BND VANGUARD BD INDEX FDS210.01%0.21%1.35%Q3 2016Q1 20237
IBMJ ISHARES TR610.02%0.11%0.48%Q1 2017Q4 20187
JBL JABIL INC770.09%0.10%0.11%Q1 2022Q3 20237
RE EVEREST RE GROUP LTD770.08%0.09%0.11%Q1 2022Q3 20237
MKSI MKS INSTRUMENT INC430.08%0.09%0.11%Q1 2018Q1 20227
BKR BAKER HUGHES COMPANY770.07%0.08%0.09%Q3 2019Q1 20217
FANG DIAMONDBACK ENERGY INC770.05%0.08%0.11%Q1 2017Q3 20187
KRE SPDR SERIES TRUST770.03%0.06%0.10%Q4 2016Q2 20187
LRCX LAM RESEARCH CORP770.03%0.06%0.08%Q2 2016Q4 20177
MGK VANGUARD WORLD FD770.04%0.05%0.06%Q2 2020Q4 20217
BBT BB&T CORP610.01%0.03%0.04%Q2 2017Q3 20197
WFC WELLS FARGO CO NEW410.01%0.02%0.06%Q2 2016Q2 20197
PNC PNC FINL SVCS GROUP INC610.01%0.02%0.02%Q4 2017Q4 20197
GOOG ALPHABET INC410.01%0.01%0.02%Q3 2016Q3 20237
PM PHILIP MORRIS INTL INC410.01%0.01%0.04%Q1 2017Q3 20237
RTN RAYTHEON CO210.01%0.01%0.02%Q1 2017Q4 20197
MINC ADVISORSHARES TR770.01%0.01%0.02%Q4 2016Q2 20187
BSJK CLAYMORE EXCHANGE TRD ...662.59%2.96%3.17%Q4 2016Q1 20186
WISDOMTREE TR662.50%2.90%4.00%Q2 2022Q3 20236
BSJH CLAYMORE EXCHANGE TRD ...660.10%1.99%3.97%Q2 2015Q3 20166
PPG PPG INDS INC660.05%1.86%2.29%Q2 2013Q3 20146
HLT HILTON WORLDWIDE HLDGS...660.02%1.70%2.13%Q3 2017Q4 20186
CBRE CBRE GROUP INC660.02%1.58%2.74%Q1 2015Q2 20166
MON MONSANTO CO NEW660.02%1.48%1.87%Q4 2016Q1 20186
IEZ ISHARES660.02%1.19%2.37%Q4 2014Q1 20166
DXC DXC TECHNOLOGY CO660.02%0.97%2.06%Q3 2017Q4 20186
STI SUNTRUST BKS INC330.06%0.84%2.14%Q1 2014Q3 20186
DBJP DBX ETF TR660.02%0.58%1.53%Q3 2015Q4 20166
DBEU DBX ETF TR660.02%0.55%1.48%Q3 2015Q4 20166
EMO CLEARBRIDGE ENERGY MID...660.00%0.40%0.55%Q4 2018Q1 20206
CI CIGNA CORP NEW660.30%0.35%0.39%Q4 2019Q1 20216
BLK BLACKROCK INC420.16%0.31%0.39%Q2 2013Q3 20236
IBMN ISHARES TR660.18%0.29%0.39%Q4 2019Q1 20216
QUS SPDR SER TR660.02%0.20%0.28%Q4 2018Q1 20206
JMOM J P MORGAN EXCHANGE TR...660.11%0.13%0.17%Q2 2022Q3 20236
SDY SPDR SERIES TRUST510.02%0.10%0.13%Q1 2018Q4 20196
STOR STORE CAP CORP660.08%0.09%0.10%Q4 2018Q1 20206
AGR AVANGRID INC660.07%0.09%0.11%Q3 2017Q4 20186
USFD US FOODS HLDG CORP660.08%0.09%0.09%Q3 2019Q4 20206
DKS DICKS SPORTING GOODS INC660.08%0.09%0.10%Q1 2022Q2 20236
PHM PULTE GROUP INC660.05%0.08%0.10%Q1 2017Q2 20186
MSCC MICROSEMI CORP660.04%0.06%0.07%Q3 2016Q4 20176
KYTH KYTHERA BIOPHARMACEUTI...510.04%0.06%0.12%Q3 2013Q3 20156
USHY ISHARES TR660.02%0.05%0.08%Q2 2022Q3 20236
BKLN INVESCO EXCH TRADED FD...660.03%0.04%0.05%Q2 2022Q3 20236
JEPI J P MORGAN EXCHANGE TR...660.02%0.04%0.06%Q2 2022Q3 20236
JHMD JOHN HANCOCK EXCHANGE ...660.02%0.03%0.04%Q4 2018Q1 20206
CRWD CROWDSTRIKE HLDGS INC660.01%0.02%0.03%Q2 2022Q3 20236
COIN COINBASE GLOBAL INC660.01%0.02%0.02%Q2 2022Q3 20236
ZM ZOOM VIDEO COMMUNICATI...660.01%0.02%0.03%Q2 2020Q3 20216
IWB ISHARES TR660.01%0.01%0.02%Q2 2022Q3 20236
IWR ISHARES TR660.01%0.01%0.02%Q2 2022Q3 20236
TMP TOMPKINS FINANCIAL COR...660.01%0.01%0.01%Q3 2017Q4 20186
BSCN INVESCO EXCH TRD SLF I...660.01%0.01%0.01%Q2 2022Q3 20236
BSCO INVESCO EXCH TRD SLF I...660.01%0.01%0.01%Q2 2022Q3 20236
BSCQ INVESCO EXCH TRD SLF I...660.01%0.01%0.01%Q2 2022Q3 20236
BSCR INVESCO EXCH TRD SLF I...660.01%0.01%0.01%Q2 2022Q3 20236
BSCP INVESCO EXCH TRD SLF I...660.01%0.01%0.01%Q2 2022Q3 20236
GMOLQ GENERAL MOLY INC660.00%0.00%0.00%Q2 2019Q3 20206
FIXD FIRST TR EXCHNG TRADED...558.19%8.72%10.14%Q3 2022Q3 20235
DFS DISCOVER FINL SVCS551.78%2.26%2.63%Q4 2013Q4 20145
BSCL INVESCO EXCH TRD SLF I...551.24%2.03%2.92%Q1 2020Q1 20215
SWN SOUTHWESTERN ENERGY CO410.02%1.57%2.08%Q3 2013Q2 20185
CELG CELGENE CORP550.02%1.56%2.10%Q4 2016Q4 20175
DHR DANAHER CORP DEL550.03%1.51%1.98%Q2 2016Q2 20175
CCL CARNIVAL CORP550.02%1.45%1.89%Q2 2017Q2 20185
KHC KRAFT HEINZ CO550.01%1.34%1.73%Q3 2016Q3 20175
AIG AMERICAN INTL GROUP INC550.02%1.20%2.04%Q3 2015Q3 20165
USB US BANCORP DEL410.02%0.88%1.77%Q1 2017Q3 20225
CRM SALESFORCE COM INC550.02%0.85%2.08%Q3 2015Q3 20165
PRU PRUDENTIAL FINL INC550.15%0.19%0.22%Q4 2016Q4 20175
FTSL FIRST TR EXCHANGE TRAD...410.09%0.14%0.19%Q2 2018Q3 20195
LPLA LPL FINL HLDGS INC550.08%0.09%0.10%Q1 2019Q1 20205
BERY BERRY PLASTICS GROUP INC550.05%0.06%0.07%Q4 2016Q4 20175
GSY INVESCO ACTIVELY MANAG...310.01%0.05%0.18%Q1 2020Q1 20225
BCR BARD C R INC550.03%0.05%0.07%Q2 2016Q2 20175
TIP ISHARES TR310.02%0.05%0.10%Q4 2016Q4 20215
MAR MARRIOTT INTL INC NEW550.02%0.03%0.04%Q2 2015Q2 20165
GEM GOLDMAN SACHS ETF TR550.02%0.03%0.04%Q4 2018Q4 20195
VIOG VANGUARD ADMIRAL FDS INC550.02%0.02%0.03%Q4 2018Q4 20195
TFI SPDR SER TR310.01%0.02%0.03%Q4 2017Q4 20195
NULG NUSHARES ETF TR550.02%0.02%0.02%Q3 2022Q3 20235
NULV NUSHARES ETF TR550.02%0.02%0.03%Q3 2022Q3 20235
AET AETNA INC NEW410.02%0.02%0.02%Q1 2017Q3 20185
4305PS ALCATEL-LUCENT550.01%0.02%0.02%Q1 2014Q1 20155
SPGP INVESCO EXCHANGE TRADE...550.02%0.02%0.02%Q4 2018Q4 20195
XOP SPDR SER TR550.01%0.01%0.02%Q3 2022Q3 20235
TROW PRICE T ROWE GROUP INC320.01%0.01%0.01%Q3 2017Q4 20185
RTX RAYTHEON TECHNOLOGIES ...320.01%0.01%0.01%Q1 2021Q3 20225
GS GOLDMAN SACHS GROUP INC550.01%0.01%0.02%Q1 2021Q1 20225
AXSM AXSOME THERAPEUTICS INC110.01%0.01%0.02%Q4 2019Q3 20235
CAPITAL GROUP GROWTH ETF441.59%1.86%2.03%Q4 2022Q3 20234
QUAL ISHARES TR440.01%1.58%3.20%Q2 2020Q1 20214
FOX TWENTY FIRST CENTY FOX...440.05%1.40%2.14%Q4 2013Q3 20144
LNC LINCOLN NATL CORP IND440.04%1.24%2.45%Q1 2015Q4 20154
URI UNITED RENTALS INC440.03%0.98%2.32%Q3 2014Q2 20154
KMB KIMBERLY CLARK CORP440.02%0.96%1.96%Q1 2016Q4 20164
CBA CLEARBRIDGE AMERN ENER...440.53%0.70%0.97%Q4 2017Q3 20184
FLRN SPDR SER TR440.03%0.28%1.04%Q4 2018Q3 20194
DOCU DOCUSIGN INC440.08%0.09%0.10%Q2 2020Q1 20214
INCY INCYTE CORP440.08%0.09%0.09%Q1 2019Q4 20194
BAH BOOZ ALLEN HAMILTON HL...440.07%0.08%0.09%Q4 2022Q3 20234
MKTX MARKETAXESS HLDGS INC440.07%0.08%0.08%Q2 2020Q1 20214
FMC F M C CORP440.06%0.07%0.08%Q1 2017Q4 20174
SNI SCRIPPS NETWORKS INTER...440.05%0.06%0.08%Q2 2015Q1 20164
UGI UGI CORP NEW440.04%0.05%0.06%Q3 2016Q2 20174
LQD ISHARES TR440.04%0.05%0.06%Q4 2022Q3 20234
XLRE SELECT SECTOR SPDR TR440.02%0.04%0.04%Q1 2019Q4 20194
NVG NUVEEN AMT FREE MUN CR...440.02%0.02%0.02%Q4 2022Q3 20234
PMF PIMCO MUN INCOME FD440.02%0.02%0.02%Q4 2022Q3 20234
JFR NUVEEN FLOATING RATE I...440.01%0.02%0.02%Q2 2016Q1 20174
NFLX NETFLIX INC210.01%0.01%0.02%Q2 2016Q4 20204
SPHD INVESCO EXCH TRADED FD...440.01%0.01%0.02%Q4 2022Q3 20234
AMRN AMARIN CORP PLC440.01%0.01%0.02%Q3 2018Q2 20194
SHOP SHOPIFY INC440.01%0.01%0.01%Q1 2021Q4 20214
AXP AMERICAN EXPRESS CO440.01%0.01%0.01%Q2 2021Q1 20224
XNTK SPDR SER TR310.01%0.01%0.01%Q2 2022Q3 20234
FNDX SCHWAB STRATEGIC TR334.60%4.83%4.98%Q1 2023Q3 20233
FXEU POWERSHARES ETF TR II330.03%2.46%3.69%Q2 2016Q4 20163
ACE ACE LTD332.18%2.28%2.37%Q2 2013Q4 20133
EXC EXELON CORP331.53%1.68%1.76%Q4 2018Q2 20193
TWX TIME WARNER INC330.02%1.18%1.94%Q3 2016Q1 20173
ORCL ORACLE CORP210.02%0.58%1.68%Q1 2015Q4 20193
IBML ISHARES TR330.38%0.39%0.41%Q1 2019Q3 20193
TXN TEXAS INSTRS INC330.13%0.15%0.16%Q3 2013Q1 20143
HUBS HUBSPOT INC330.09%0.10%0.12%Q2 2021Q4 20213
KORS MICHAEL KORS HLDGS LTD330.08%0.09%0.10%Q1 2018Q3 20183
VIS VANGUARD WORLD FDS330.08%0.08%0.09%Q4 2018Q2 20193
VV VANGUARD INDEX FDS330.05%0.06%0.07%Q3 2018Q1 20193
JRO NUVEEN FLTNG RTE INCM ...330.03%0.06%0.07%Q1 2017Q3 20173
SE SPECTRA ENERGY CORP330.03%0.04%0.05%Q2 2016Q4 20163
XYL XYLEM IN330.03%0.04%0.05%Q2 2016Q4 20163
BABA ALIBABA GROUP HLDG LTD110.01%0.04%0.07%Q4 2014Q2 20213
FSKR FS KKR CAP CORP II330.03%0.03%0.04%Q2 2020Q4 20203
SPLV POWERSHARES ETF TR II210.02%0.03%0.06%Q2 2016Q1 20173
DD DU PONT E I DE NEMOURS...210.02%0.02%0.04%Q2 2015Q1 20173
BAB INVESCO EXCH TRADED FD...330.01%0.02%0.04%Q4 2021Q2 20223
C CITIGROUP INC210.02%0.02%0.02%Q2 2016Q1 20173
VOO VANGUARD INDEX FDS330.01%0.02%0.02%Q1 2023Q3 20233
ZIP ZIPRECRUITER INC330.01%0.01%0.01%Q1 2023Q3 20233
LDEM ISHARES TR330.01%0.01%0.01%Q4 2020Q2 20213
EWH ISHARES TR330.01%0.01%0.01%Q2 2018Q4 20183
SAP SAP SE210.01%0.01%0.01%Q3 2017Q3 20183
ESGE ISHARES INC330.01%0.01%0.01%Q3 2021Q1 20223
ESML ISHARES TR210.01%0.01%0.01%Q1 2021Q1 20223
QYLD GLOBAL X FDS330.01%0.01%0.01%Q1 2023Q3 20233
SCHE SCHWAB STRATEGIC TR330.01%0.01%0.01%Q4 2022Q2 20233
GPS GAP INC210.01%0.01%0.01%Q1 2020Q2 20223
LINEQ LINN ENERGY LLC330.00%0.00%0.01%Q3 2015Q1 20163
OTLK OUTLOOK THERAPEUTICS INC330.00%0.00%0.00%Q1 2023Q3 20233
ATHX ATHERSYS INC NEW330.00%0.00%0.00%Q2 2021Q4 20213
PCP PRECISION CASTPARTS CORP221.90%2.03%2.16%Q3 2013Q4 20132
STT STATE STR CORP221.70%1.76%1.81%Q1 2018Q2 20182
ALXN ALEXION PHARMACEUTICAL...221.69%1.71%1.72%Q1 2019Q2 20192
FIRST TR EXCHANGE-TRAD...220.30%0.31%0.32%Q2 2016Q3 20162
IWV ISHARES TR110.14%0.23%0.33%Q4 2013Q4 20222
MGC VANGUARD WORLD FD220.12%0.13%0.13%Q1 2020Q2 20202
SYNH SYNEOS HEALTH INC220.09%0.10%0.11%Q4 2018Q1 20192
ULTA ULTA BEAUTY INC220.08%0.09%0.10%Q1 2019Q2 20192
SMTC SEMTECH CORP220.09%0.09%0.10%Q4 2018Q1 20192
DIMENSIONAL ETF TRUST220.01%0.09%0.17%Q4 2022Q1 20232
ENTG ENTEGRIS INC220.08%0.09%0.09%Q2 2018Q3 20182
AES AES CORP220.08%0.09%0.09%Q1 2019Q2 20192
MDLZ MONDELEZ INTL INC220.08%0.09%0.09%Q2 2023Q3 20232
COP CONOCOPHILLIPS220.08%0.08%0.09%Q1 2019Q2 20192
TMUS T-MOBILE US INC220.08%0.08%0.09%Q2 2023Q3 20232
HUN HUNTSMAN CORP220.08%0.08%0.09%Q1 2018Q2 20182
JPST J P MORGAN EXCHANGE TR...220.06%0.06%0.07%Q2 2022Q3 20222
JCE NUVEEN CORE EQUITY ALP...220.06%0.06%0.07%Q3 2015Q4 20152
EES WISDOMTREE TR220.06%0.06%0.07%Q2 2018Q3 20182
IBMK ISHARES TR110.01%0.05%0.09%Q2 2018Q4 20182
TFLO ISHARES TR220.04%0.05%0.05%Q2 2023Q3 20232
AVB AVALONBAY CMNTYS INC220.02%0.04%0.06%Q1 2016Q2 20162
TSN TYSON FOODS IN220.03%0.04%0.05%Q2 2016Q3 20162
EQIX EQUINIX INC220.03%0.04%0.04%Q2 2016Q3 20162
MAS MASCO CORP220.03%0.04%0.05%Q2 2016Q3 20162
MHK MOHAWK INDS INC220.03%0.04%0.04%Q2 2016Q3 20162
OA ORBITAL ATK INC220.02%0.03%0.04%Q2 2016Q3 20162
ARR ARMOUR RESIDENTIAL REI...220.02%0.03%0.03%Q2 2013Q3 20132
PXLG POWERSHARES EXCHANGE T...220.03%0.03%0.03%Q2 2015Q3 20152
QQQ POWERSHARES QQQ TRUST110.02%0.02%0.03%Q4 2014Q1 20172
DEG DELHAIZE GROUP220.02%0.02%0.02%Q1 2016Q2 20162
VLO VALERO ENERGY CORP NEW220.02%0.02%0.02%Q4 2015Q1 20162
IEF ISHARES TR220.02%0.02%0.02%Q4 2019Q1 20202
MO ALTRIA GROUP INC110.01%0.02%0.03%Q1 2017Q4 20222
FE FIRSTENERGY COR220.02%0.02%0.02%Q2 2016Q3 20162
FLTR MARKET VECTORS ETF TR220.02%0.02%0.02%Q2 2016Q3 20162
GII SPDR INDEX SHS FDS220.02%0.02%0.02%Q4 2016Q1 20172
IBMH ISHARES TR220.02%0.02%0.02%Q4 2016Q1 20172
GTX GARRETT MOTION INC220.01%0.02%0.02%Q4 2018Q1 20192
SPHB POWERSHARES ETF TR II220.01%0.01%0.02%Q4 2016Q1 20172
KIE SPDR SER TR220.01%0.01%0.01%Q2 2023Q3 20232
KSU KANSAS CITY SOUTHERN220.01%0.01%0.01%Q1 2021Q2 20212
PKB INVESCO EXCHANGE TRADE...220.01%0.01%0.01%Q2 2021Q3 20212
XLB SELECT SECTOR SPDR TR220.01%0.01%0.01%Q2 2021Q3 20212
SCHG SCHWAB STRATEGIC TR110.01%0.01%0.02%Q1 2017Q4 20222
PDI PIMCO DYNAMIC INCOME FD110.01%0.01%0.02%Q1 2022Q3 20222
NVS NOVARTIS AG220.01%0.01%0.01%Q2 2023Q3 20232
MMM 3M CO220.01%0.01%0.01%Q1 2021Q2 20212
PRKR PARKERVISION INC220.00%0.00%0.00%Q1 2015Q2 20152
DMS DIGITAL MEDIA SOLUTION...220.00%0.00%0.00%Q1 2023Q2 20232
PACW PACWEST BANCORP DEL112.76%2.76%2.76%Q4 2014Q4 20141
HAL HALLIBURTON CO112.17%2.17%2.17%Q3 2014Q3 20141
B108PS ACTAVIS PLC112.08%2.08%2.08%Q1 2015Q1 20151
MPC MARATHON PETE CORP112.01%2.01%2.01%Q2 2013Q2 20131
SPG SIMON PPTY GROUP INC NEW111.75%1.75%1.75%Q3 2016Q3 20161
MGA MAGNA INTL INC111.69%1.69%1.69%Q1 2017Q1 20171
BKNG BOOKING HLDGS INC111.47%1.47%1.47%Q4 2019Q4 20191
EFG ISHARES TR110.38%0.38%0.38%Q4 2022Q4 20221
EXPE EXPEDIA GROUP INC110.31%0.31%0.31%Q3 2019Q3 20191
EFV ISHARES TR110.29%0.29%0.29%Q4 2022Q4 20221
HYMB SPDR SER TR110.18%0.18%0.18%Q4 2022Q4 20221
BIDU BAIDU INC110.18%0.18%0.18%Q3 2013Q3 20131
PRSP PERSPECTA INC110.18%0.18%0.18%Q2 2018Q2 20181
YOKU YOUKU TUDOU INC110.16%0.16%0.16%Q3 2013Q3 20131
NLY ANNALY CAP MGMT INC110.13%0.13%0.13%Q2 2013Q2 20131
STOT SSGA ACTIVE TR110.13%0.13%0.13%Q4 2017Q4 20171
VAR VARIAN MED SYS INC110.12%0.12%0.12%Q1 2015Q1 20151
WY WEYERHAEUSER CO110.09%0.09%0.09%Q1 2017Q1 20171
CNC CENTENE CORP DEL110.08%0.08%0.08%Q4 2018Q4 20181
JACOBS SOLUTIONS INC110.08%0.08%0.08%Q3 2023Q3 20231
TSCO TRACTOR SUPPLY CO110.08%0.08%0.08%Q3 2019Q3 20191
KAR KAR AUCTION SVCS INC110.07%0.07%0.07%Q4 2018Q4 20181
SIVB SVB FINL GROUP110.07%0.07%0.07%Q4 2018Q4 20181
SCHZ SCHWAB STRATEGIC TR110.07%0.07%0.07%Q4 2014Q4 20141
LTC LTC PPTYS INC110.07%0.07%0.07%Q4 2014Q4 20141
SRE SEMPRA ENERGY110.06%0.06%0.06%Q2 2016Q2 20161
IR INGERSOLL-RAND PLC110.06%0.06%0.06%Q1 2020Q1 20201
GOOGL GOOGLE INC110.06%0.06%0.06%Q4 2014Q4 20141
IBDL ISHARES TR110.06%0.06%0.06%Q4 2017Q4 20171
IBDK ISHARES TR110.06%0.06%0.06%Q4 2017Q4 20171
MGM MGM RESORTS INTERNATIONAL110.05%0.05%0.05%Q4 2016Q4 20161
T104PS AMERICAN RLTY CAP PPTY...110.05%0.05%0.05%Q3 2014Q3 20141
SCHV SCHWAB STRATEGIC TR110.04%0.04%0.04%Q4 2014Q4 20141
PBR PETROLEO BRASILEIRO SA...110.04%0.04%0.04%Q4 2014Q4 20141
BSJJ CLAYMORE EXCHANGE TRD ...110.04%0.04%0.04%Q4 2017Q4 20171
EMC E M C CORP MASS110.04%0.04%0.04%Q1 2015Q1 20151
IYF ISHARES TR110.04%0.04%0.04%Q4 2021Q4 20211
CINF CINCINNATI FINL CORP110.03%0.03%0.03%Q4 2014Q4 20141
XMMO INVESCO EXCHANGE TRADE...110.03%0.03%0.03%Q3 2023Q3 20231
CAG CONAGRA FOODS INC110.03%0.03%0.03%Q2 2016Q2 20161
OKS ONEOK PARTNERS LP110.03%0.03%0.03%Q1 2017Q1 20171
COL ROCKWELL COLLINS INC110.03%0.03%0.03%Q3 2016Q3 20161
HMY HARMONY GOLD MNG LTD110.03%0.03%0.03%Q2 2013Q2 20131
WBA WALGREENS BOOTS ALLIAN...110.02%0.02%0.02%Q1 2017Q1 20171
AMLP ALPS ETF TR110.02%0.02%0.02%Q1 2017Q1 20171
FSLR FIRST SOLAR INC110.02%0.02%0.02%Q2 2016Q2 20161
DVY ISHARES TR110.02%0.02%0.02%Q1 2017Q1 20171
RDSA ROYAL DUTCH SHELL PLC110.02%0.02%0.02%Q2 2015Q2 20151
IBMG ISHARES TR110.02%0.02%0.02%Q2 2016Q2 20161
HYG ISHARES TR110.02%0.02%0.02%Q1 2017Q1 20171
DHF DREYFUS HIGH YIELD STR...110.02%0.02%0.02%Q3 2016Q3 20161
ALL ALLSTATE CORP110.02%0.02%0.02%Q4 2022Q4 20221
YUM YUM BRANDS INC110.02%0.02%0.02%Q2 2016Q2 20161
BSCK CLAYMORE EXCHANGE TRD ...110.02%0.02%0.02%Q2 2018Q2 20181
BMO BANK MONTREAL QUE110.02%0.02%0.02%Q1 2017Q1 20171
O REALTY INCOME CORP110.02%0.02%0.02%Q1 2017Q1 20171
CTSH COGNIZANT TECHNOLOGY S...110.02%0.02%0.02%Q4 2015Q4 20151
STPZ PIMCO ETF TR110.02%0.02%0.02%Q1 2017Q1 20171
SHM SPDR SER TR110.02%0.02%0.02%Q1 2017Q1 20171
SBUX STARBUCKS CORP110.02%0.02%0.02%Q1 2017Q1 20171
CHNG CHANGE HEALTHCARE INC110.02%0.02%0.02%Q1 2020Q1 20201
HPE HEWLETT PACKARD ENTERP...110.02%0.02%0.02%Q4 2016Q4 20161
TSS TOTAL SYS SVCS INC110.02%0.02%0.02%Q2 2019Q2 20191
GPN GLOBAL PMTS INC110.02%0.02%0.02%Q3 2019Q3 20191
SO SOUTHERN CO110.02%0.02%0.02%Q1 2017Q1 20171
MDY SPDR S&P MIDCAP 400 ET...110.02%0.02%0.02%Q1 2017Q1 20171
WM WASTE MGMT INC DEL110.02%0.02%0.02%Q1 2017Q1 20171
MJ ETF MANAGERS TR110.02%0.02%0.02%Q2 2019Q2 20191
BAB POWERSHARES ETF TR II110.02%0.02%0.02%Q1 2017Q1 20171
TPX TEMPUR SEALY INTL INC110.02%0.02%0.02%Q2 2020Q2 20201
PCLN PRICELINE GRP INC110.02%0.02%0.02%Q1 2017Q1 20171
PWZ INVESCO EXCH TRADED FD...110.02%0.02%0.02%Q2 2020Q2 20201
PYPL PAYPAL HLDGS INC110.02%0.02%0.02%Q3 2020Q3 20201
IJH ISHARES TR110.01%0.01%0.01%Q3 2018Q3 20181
KR KROGER CO110.01%0.01%0.01%Q1 2017Q1 20171
ACWI ISHARES TR110.01%0.01%0.01%Q4 2017Q4 20171
ITOT ISHARES TR110.01%0.01%0.01%Q3 2018Q3 20181
COMP COMPASS INC110.01%0.01%0.01%Q4 2022Q4 20221
HDV ISHARES TR110.01%0.01%0.01%Q4 2017Q4 20171
CGC CANOPY GROWTH CORP110.01%0.01%0.01%Q4 2018Q4 20181
ED CONSOLIDATED EDISON INC110.01%0.01%0.01%Q4 2018Q4 20181
EFIV SPDR SER TR110.01%0.01%0.01%Q4 2022Q4 20221
HYD VANECK ETF TRUST110.01%0.01%0.01%Q4 2022Q4 20221
KNSL KINSALE CAP GROUP INC110.01%0.01%0.01%Q3 2023Q3 20231
PPHM PEREGRINE PHARMACEUTIC...110.01%0.01%0.01%Q2 2014Q2 20141
SVM SILVERCORP METALS INC110.00%0.00%0.00%Q4 2014Q4 20141
SHBI SHORE BANCSHARES INC110.00%0.00%0.00%Q3 2023Q3 20231
OMEX ODYSSEY MARINE EXPLORA...110.00%0.00%0.00%Q4 2014Q4 20141
INNOVATE CORP110.00%0.00%0.00%Q2 2022Q2 20221
HEARTBEAM INC110.00%0.00%0.00%Q2 2023Q2 20231
NVTA INVITAE CORP110.00%0.00%0.00%Q3 2023Q3 20231
AAU ALMADEN MINERALS LTD110.00%0.00%0.00%Q3 2021Q3 20211

The securities at the top of the list , including WISDOMTREE TRUST, APPLE INC, and VANGUARD INDEX FDS, are the highest-conviction holdings of SIGNATURE ESTATE & INVESTMENT ADVISORS LLC.

The conviction is calculated by counting the number of quarters a security has been reported by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that SIGNATURE ESTATE & INVESTMENT ADVISORS LLC owns currently or has owned in the past.