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.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
DWM | WISDOMTREE TRUST | 42 | 42 | 0.01% | 2.26% | 3.89% | Q2 2013 | Q3 2023 | 42 |
AAPL | APPLE INC | 42 | 42 | 0.12% | 1.57% | 2.93% | Q2 2013 | Q3 2023 | 42 |
VOT | VANGUARD INDEX FDS | 42 | 42 | 0.04% | 0.90% | 2.95% | Q2 2013 | Q3 2023 | 42 |
VOE | VANGUARD INDEX FDS | 42 | 42 | 0.04% | 0.88% | 2.94% | Q2 2013 | Q3 2023 | 42 |
IVW | ISHARES TR | 42 | 42 | 0.13% | 0.82% | 2.82% | Q2 2013 | Q3 2023 | 42 |
VBK | VANGUARD INDEX FDS | 42 | 42 | 0.03% | 0.41% | 1.17% | Q2 2013 | Q3 2023 | 42 |
DES | WISDOMTREE TRUST | 42 | 42 | 0.14% | 0.31% | 0.58% | Q2 2013 | Q3 2023 | 42 |
UNH | UNITEDHEALTH GROUP INC | 41 | 41 | 0.02% | 1.23% | 2.87% | Q3 2013 | Q3 2023 | 41 |
VB | VANGUARD INDEX FDS | 41 | 41 | 0.02% | 0.09% | 0.19% | Q3 2013 | Q3 2023 | 41 |
IDV | ISHARES TR | 40 | 40 | 0.14% | 0.86% | 1.56% | Q4 2013 | Q3 2023 | 40 |
SLYV | SPDR SER TR | 40 | 40 | 0.13% | 0.26% | 0.36% | Q4 2013 | Q3 2023 | 40 |
XLI | SELECT SECTOR SPDR TR | 15 | 10 | 0.03% | 2.65% | 5.96% | Q3 2013 | Q3 2023 | 39 |
VEA | VANGUARD TAX-MANAGED I... | 39 | 39 | 0.48% | 2.48% | 6.60% | Q1 2014 | Q3 2023 | 39 |
JNJ | JOHNSON & JOHNSON | 39 | 39 | 0.02% | 0.05% | 0.09% | Q1 2014 | Q3 2023 | 39 |
VEU | VANGUARD INTL EQUITY I... | 28 | 10 | 0.01% | 0.35% | 2.42% | Q2 2013 | Q3 2023 | 38 |
DON | WISDOMTREE TR | 37 | 37 | 0.19% | 0.64% | 1.32% | Q3 2014 | Q3 2023 | 37 |
VWO | VANGUARD INTL EQUITY I... | 37 | 37 | 0.08% | 0.42% | 0.84% | Q3 2014 | Q3 2023 | 37 |
DVYE | ISHARES INC | 36 | 36 | 0.17% | 0.56% | 0.96% | Q4 2014 | Q3 2023 | 36 |
SCHX | SCHWAB STRATEGIC TR | 25 | 3 | 0.01% | 0.21% | 0.50% | Q4 2013 | Q3 2023 | 35 |
VIG | VANGUARD SPECIALIZED P... | 23 | 12 | 0.01% | 0.09% | 0.31% | Q2 2013 | Q3 2023 | 35 |
XLF | SELECT SECTOR SPDR TR | 23 | 11 | 0.01% | 2.16% | 6.20% | Q2 2013 | Q3 2023 | 34 |
APLE | APPLE HOSPITALITY REIT... | 34 | 34 | 0.01% | 0.24% | 1.55% | Q2 2015 | Q3 2023 | 34 |
MA | MASTERCARD INCORPORATED | 33 | 33 | 1.46% | 1.88% | 2.35% | Q3 2015 | Q3 2023 | 33 |
SPEM | SPDR INDEX SHS FDS | 33 | 33 | 0.06% | 0.51% | 1.48% | Q3 2015 | Q3 2023 | 33 |
VYM | VANGUARD WHITEHALL FDS... | 33 | 33 | 0.16% | 0.30% | 0.53% | Q3 2015 | Q3 2023 | 33 |
VUG | VANGUARD INDEX FDS | 32 | 32 | 0.96% | 2.09% | 6.38% | Q4 2015 | Q3 2023 | 32 |
VTV | VANGUARD INDEX FDS | 32 | 32 | 1.10% | 1.37% | 1.73% | Q4 2015 | Q3 2023 | 32 |
SLYG | SPDR SER TR | 32 | 32 | 0.07% | 1.17% | 2.19% | Q4 2015 | Q3 2023 | 32 |
GOOGL | ALPHABET INC | 32 | 32 | 0.02% | 1.16% | 2.07% | Q4 2015 | Q3 2023 | 32 |
AMZN | AMAZON COM INC | 32 | 32 | 0.03% | 1.09% | 2.17% | Q4 2015 | Q3 2023 | 32 |
JPM | JPMORGAN CHASE & CO | 30 | 2 | 0.02% | 0.36% | 2.47% | Q2 2013 | Q3 2023 | 32 |
MDYV | SPDR SER TR | 32 | 32 | 0.10% | 0.24% | 0.45% | Q4 2015 | Q3 2023 | 32 |
XOM | EXXON MOBIL CORP | 32 | 32 | 0.02% | 0.05% | 0.17% | Q4 2015 | Q3 2023 | 32 |
IGM | ISHARES TR | 31 | 31 | 2.06% | 3.18% | 3.89% | Q1 2016 | Q3 2023 | 31 |
MSFT | MICROSOFT CORP | 30 | 1 | 0.02% | 0.64% | 2.06% | Q4 2014 | Q3 2023 | 31 |
MDYG | SPDR SER TR | 26 | 5 | 0.01% | 0.21% | 0.34% | Q4 2015 | Q3 2023 | 31 |
SPY | SPDR S&P 500 ETF TR | 28 | 3 | 0.01% | 0.08% | 0.20% | Q2 2015 | Q3 2023 | 31 |
PEP | PEPSICO INC | 15 | 2 | 0.01% | 0.03% | 0.09% | Q4 2014 | Q3 2023 | 31 |
XLV | SELECT SECTOR SPDR TR | 30 | 30 | 0.04% | 3.13% | 4.12% | Q2 2016 | Q3 2023 | 30 |
TMO | THERMO FISHER SCIENTIF... | 30 | 30 | 1.34% | 1.83% | 2.15% | Q2 2016 | Q3 2023 | 30 |
KYN | KAYNE ANDERSON MLP INV... | 30 | 30 | 0.00% | 1.71% | 3.11% | Q2 2013 | Q3 2020 | 30 |
PFE | PFIZER INC | 15 | 1 | 0.01% | 0.09% | 2.22% | Q2 2013 | Q3 2023 | 30 |
BSV | VANGUARD BD INDEX FDS | 16 | 2 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q1 2022 | 30 |
IBM | INTERNATIONAL BUSINESS... | 10 | 2 | 0.01% | 0.03% | 0.19% | Q3 2014 | Q3 2023 | 30 |
VZ | VERIZON COMMUNICATIONS... | 16 | 1 | 0.01% | 0.02% | 0.06% | Q2 2015 | Q2 2023 | 30 |
V | VISA INC | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
DIS | DISNEY WALT CO | 21 | 1 | 0.02% | 1.21% | 2.04% | Q4 2014 | Q3 2023 | 29 |
NEE | NEXTERA ENERGY INC | 29 | 29 | 0.10% | 0.57% | 2.04% | Q3 2016 | Q3 2023 | 29 |
FB | META PLATFORMS INC | 14 | 3 | 0.01% | 0.56% | 2.08% | Q1 2016 | Q3 2023 | 29 |
EWBC | EAST WEST BANCORP INC | 29 | 29 | 0.01% | 0.07% | 0.16% | Q1 2016 | Q1 2023 | 29 |
MCK | MCKESSON CORP | 17 | 11 | 0.06% | 1.85% | 2.60% | Q2 2013 | Q3 2023 | 28 |
IVE | ISHARES TR | 28 | 28 | 0.19% | 0.87% | 2.72% | Q2 2013 | Q1 2020 | 28 |
IEFA | ISHARES TR | 28 | 28 | 0.01% | 0.23% | 0.65% | Q4 2015 | Q3 2022 | 28 |
IJR | ISHARES TR | 28 | 28 | 0.02% | 0.13% | 0.20% | Q4 2016 | Q3 2023 | 28 |
WCN | WASTE CONNECTIONS INC | 28 | 28 | 0.05% | 0.09% | 0.12% | Q4 2016 | Q3 2023 | 28 |
TOWN | TOWNEBANK PORTSMOUTH VA | 22 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q4 2022 | 28 |
MLPI | UBS AG JERSEY BRH | 27 | 27 | 0.85% | 2.62% | 5.05% | Q2 2013 | Q4 2019 | 27 |
VBR | VANGUARD INDEX FDS | 27 | 27 | 0.06% | 0.37% | 0.71% | Q2 2013 | Q4 2019 | 27 |
VO | VANGUARD INDEX FDS | 27 | 27 | 0.03% | 0.25% | 0.46% | Q2 2013 | Q4 2019 | 27 |
VCLT | VANGUARD SCOTTSDALE FDS | 19 | 8 | 0.07% | 0.14% | 0.21% | Q4 2013 | Q3 2020 | 27 |
BAC | BK OF AMERICA CORP | 11 | 1 | 0.01% | 0.66% | 2.24% | Q2 2014 | Q1 2023 | 26 |
BRKB | BERKSHIRE HATHAWAY INC... | 25 | 1 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 26 |
ICE | INTERCONTINENTAL EXCHA... | 25 | 25 | 0.01% | 1.74% | 2.12% | Q1 2016 | Q1 2022 | 25 |
WMT | WAL-MART STORES INC | 25 | 25 | 0.02% | 1.32% | 2.06% | Q3 2017 | Q3 2023 | 25 |
CII | BLACKROCK ENH CAP & IN... | 25 | 25 | 0.18% | 0.34% | 0.50% | Q2 2013 | Q2 2019 | 25 |
XLK | SELECT SECTOR SPDR TR | 19 | 1 | 0.01% | 0.27% | 5.62% | Q2 2013 | Q4 2022 | 25 |
AMGN | AMGEN INC | 18 | 7 | 0.01% | 0.19% | 2.13% | Q3 2015 | Q3 2023 | 25 |
IJT | ISHARES TR | 25 | 25 | 0.03% | 0.16% | 0.38% | Q3 2017 | Q3 2023 | 25 |
IJJ | ISHARES TR | 25 | 25 | 0.11% | 0.14% | 0.15% | Q3 2017 | Q3 2023 | 25 |
IJK | ISHARES TR | 25 | 25 | 0.12% | 0.13% | 0.15% | Q3 2017 | Q3 2023 | 25 |
IJS | ISHARES TR | 25 | 25 | 0.03% | 0.06% | 0.09% | Q3 2017 | Q3 2023 | 25 |
CVX | CHEVRON CORP NEW | 21 | 3 | 0.01% | 1.35% | 1.98% | Q4 2016 | Q3 2023 | 24 |
T | AT&T INC | 13 | 2 | 0.01% | 0.52% | 2.32% | Q1 2016 | Q2 2023 | 24 |
DWX | SPDR INDEX SHS FDS | 19 | 5 | 0.07% | 0.24% | 0.84% | Q2 2013 | Q1 2020 | 24 |
JHMM | JOHN HANCOCK EXCHANGE ... | 24 | 24 | 0.03% | 0.09% | 0.18% | Q3 2017 | Q2 2023 | 24 |
ADBE | ADOBE SYSTEMS INCORPOR... | 22 | 2 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 24 |
GSLC | GOLDMAN SACHS ETF TR | 23 | 23 | 0.33% | 11.32% | 15.56% | Q1 2018 | Q3 2023 | 23 |
AMJ | JPMORGAN CHASE & CO | 14 | 9 | 0.02% | 0.68% | 2.03% | Q2 2013 | Q4 2019 | 23 |
F | FORD MTR CO DEL | 18 | 1 | 0.01% | 0.24% | 2.53% | Q2 2013 | Q3 2023 | 23 |
HD | HOME DEPOT INC | 14 | 9 | 0.01% | 0.19% | 2.03% | Q1 2017 | Q3 2023 | 23 |
CDW | CDW CORP | 23 | 23 | 0.07% | 0.10% | 0.12% | Q1 2018 | Q3 2023 | 23 |
ANTM | ELEVANCE HEALTH INC | 22 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 23 |
BA | BOEING CO | 12 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 23 |
RPG | RYDEX ETF TRUST | 22 | 22 | 0.02% | 3.21% | 9.63% | Q2 2018 | Q3 2023 | 22 |
TOTL | SSGA ACTIVE ETF TR | 20 | 1 | 0.27% | 1.98% | 9.57% | Q4 2017 | Q3 2023 | 22 |
IVV | ISHARES TR | 13 | 1 | 0.01% | 0.05% | 0.12% | Q1 2016 | Q3 2023 | 22 |
AJG | GALLAGHER ARTHUR J & CO | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
SPDW | SPDR INDEX SHS FDS | 21 | 21 | 0.64% | 5.03% | 7.41% | Q3 2018 | Q3 2023 | 21 |
SPAB | SPDR SER TR | 20 | 1 | 0.12% | 0.19% | 0.34% | Q2 2018 | Q3 2023 | 21 |
RPG | RYDEX ETF TRUST | 20 | 20 | 0.52% | 5.84% | 10.82% | Q2 2013 | Q1 2018 | 20 |
PLD | PROLOGIS INC. | 20 | 20 | 0.38% | 1.26% | 1.95% | Q4 2018 | Q3 2023 | 20 |
IDEV | ISHARES TR | 20 | 20 | 0.03% | 0.57% | 1.21% | Q4 2018 | Q3 2023 | 20 |
EPAM | EPAM SYS INC | 20 | 20 | 0.07% | 0.09% | 0.12% | Q4 2018 | Q3 2023 | 20 |
INTC | INTEL CORP | 13 | 7 | 0.01% | 0.04% | 0.28% | Q4 2015 | Q2 2021 | 20 |
DLS | WISDOMTREE TR | 19 | 19 | 0.02% | 2.96% | 11.05% | Q4 2013 | Q2 2018 | 19 |
CEM | CLEARBRIDGE MLP AND MI... | 19 | 19 | 0.00% | 1.28% | 1.87% | Q4 2015 | Q2 2020 | 19 |
VNQ | VANGUARD INDEX FDS | 14 | 1 | 0.01% | 1.12% | 5.99% | Q2 2013 | Q1 2022 | 19 |
LOW | LOWES COS INC | 16 | 3 | 0.01% | 1.06% | 2.11% | Q2 2016 | Q3 2023 | 19 |
FPE | FIRST TR EXCH TRADED F... | 10 | 2 | 0.08% | 0.25% | 0.42% | Q4 2015 | Q1 2021 | 19 |
CWI | SPDR INDEX SHS FDS | 19 | 19 | 0.02% | 0.25% | 0.32% | Q1 2014 | Q3 2018 | 19 |
EDIV | SPDR INDEX SHS FDS | 19 | 19 | 0.09% | 0.17% | 0.23% | Q3 2015 | Q1 2020 | 19 |
SCHA | SCHWAB STRATEGIC TR | 19 | 19 | 0.01% | 0.14% | 0.22% | Q1 2014 | Q3 2018 | 19 |
QQQ | INVESCO QQQ TR | 17 | 2 | 0.01% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 19 |
MINT | PIMCO ETF TR | 11 | 1 | 0.01% | 0.05% | 0.29% | Q3 2015 | Q2 2022 | 19 |
KO | COCA COLA CO | 8 | 3 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q2 2022 | 19 |
XLE | SELECT SECTOR SPDR TR | 10 | 1 | 0.01% | 2.14% | 5.81% | Q2 2013 | Q1 2023 | 18 |
EOG | EOG RES INC | 12 | 6 | 0.02% | 1.84% | 2.54% | Q2 2013 | Q2 2019 | 18 |
VFH | VANGUARD WORLD FDS | 11 | 2 | 0.01% | 1.83% | 4.28% | Q3 2015 | Q1 2023 | 18 |
AVGO | BROADCOM INC | 17 | 1 | 0.01% | 1.68% | 2.08% | Q2 2018 | Q3 2023 | 18 |
HON | HONEYWELL INTL INC | 16 | 1 | 0.01% | 1.38% | 2.06% | Q1 2017 | Q4 2022 | 18 |
NKE | NIKE INC | 12 | 6 | 0.02% | 1.01% | 2.72% | Q3 2014 | Q4 2019 | 18 |
PG | PROCTER & GAMBLE CO | 10 | 1 | 0.01% | 0.65% | 1.98% | Q2 2016 | Q3 2023 | 18 |
GE | GENERAL ELECTRIC CO | 15 | 3 | 0.01% | 0.36% | 2.04% | Q1 2015 | Q2 2021 | 18 |
FMB | FIRST TR EXCH TRADED F... | 18 | 18 | 0.23% | 0.27% | 0.38% | Q2 2019 | Q3 2023 | 18 |
DOL | WISDOMTREE TR | 18 | 18 | 0.15% | 0.20% | 0.35% | Q4 2015 | Q1 2020 | 18 |
CMF | ISHARES TR | 18 | 18 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2017 | 18 |
ABT | ABBOTT LABS | 13 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 18 |
USMV | ISHARES TR | 15 | 1 | 0.01% | 1.73% | 4.17% | Q1 2017 | Q1 2022 | 17 |
AMAT | APPLIED MATLS INC | 16 | 1 | 0.04% | 1.24% | 2.10% | Q1 2015 | Q3 2023 | 17 |
SYK | STRYKER CORP | 17 | 17 | 0.02% | 0.20% | 0.35% | Q4 2015 | Q4 2019 | 17 |
MUNI | PIMCO ETF TR | 6 | 2 | 0.01% | 0.04% | 0.36% | Q4 2017 | Q1 2023 | 17 |
VXF | VANGUARD INDEX FDS | 10 | 2 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 17 |
ICLN | ISHARES TR | 16 | 16 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
EEM | ISHARES TR | 12 | 1 | 0.01% | 0.05% | 0.10% | Q3 2016 | Q4 2022 | 16 |
NVDA | NVIDIA CORPORATION | 13 | 1 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 16 |
TFC | TRUIST FINL CORP | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
AGG | ISHARES TR | 14 | 1 | 0.03% | 2.14% | 8.72% | Q3 2015 | Q3 2023 | 15 |
CVS | CVS HEALTH CORP | 14 | 1 | 0.01% | 1.64% | 2.89% | Q2 2013 | Q4 2018 | 15 |
MS | MORGAN STANLEY | 7 | 1 | 0.02% | 1.38% | 2.62% | Q3 2014 | Q3 2023 | 15 |
CSCO | CISCO SYS INC | 8 | 2 | 0.02% | 1.15% | 2.21% | Q2 2013 | Q3 2023 | 15 |
COST | COSTCO WHSL CORP NEW | 10 | 2 | 0.01% | 0.82% | 2.54% | Q4 2014 | Q1 2022 | 15 |
MCD | MCDONALDS CORP | 5 | 1 | 0.01% | 0.47% | 1.77% | Q2 2016 | Q3 2023 | 15 |
CMCSA | COMCAST CORP NEW | 8 | 2 | 0.01% | 0.34% | 1.77% | Q1 2017 | Q1 2022 | 15 |
SCHC | SCHWAB STRATEGIC TR | 15 | 15 | 0.02% | 0.34% | 1.60% | Q1 2014 | Q3 2017 | 15 |
VTI | VANGUARD INDEX FDS | 15 | 15 | 0.08% | 0.12% | 0.14% | Q1 2020 | Q3 2023 | 15 |
CRL | CHARLES RIV LABS INTL INC | 15 | 15 | 0.08% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
VGT | VANGUARD WORLD FDS | 15 | 15 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
VHT | VANGUARD WORLD FDS | 15 | 15 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
EFA | ISHARES TR | 15 | 15 | 0.02% | 0.06% | 0.16% | Q2 2016 | Q4 2019 | 15 |
XBI | SPDR SERIES TRUST | 15 | 15 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q4 2019 | 15 |
IHI | ISHARES TR | 14 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 15 |
GLD | SPDR GOLD TRUST | 13 | 1 | 0.01% | 0.03% | 0.13% | Q1 2014 | Q3 2023 | 15 |
ESGU | ISHARES TR | 9 | 6 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q2 2022 | 15 |
ABBV | ABBVIE INC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 15 |
BSCH | CLAYMORE EXCHANGE TR F... | 14 | 14 | 0.06% | 2.11% | 4.39% | Q2 2013 | Q3 2016 | 14 |
BMY | BRISTOL-MYERS SQUIBB CO | 13 | 1 | 0.01% | 0.35% | 0.54% | Q2 2016 | Q4 2022 | 14 |
FTA | FIRST TR LRG CP VL ALP... | 14 | 14 | 0.04% | 0.20% | 0.28% | Q4 2014 | Q1 2018 | 14 |
DGRW | WISDOMTREE TR | 14 | 14 | 0.01% | 0.15% | 0.26% | Q2 2015 | Q3 2018 | 14 |
J | JACOBS ENGR GROUP INC DEL | 14 | 14 | 0.09% | 0.10% | 0.11% | Q3 2018 | Q4 2021 | 14 |
XAR | SPDR SERIES TRUST | 14 | 14 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q4 2019 | 14 |
PRF | POWERSHARES ETF TRUST | 10 | 4 | 0.03% | 0.04% | 0.07% | Q3 2014 | Q1 2018 | 14 |
PKI | REVVITY INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
ITA | ISHARES TR | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
CDMO | AVID BIOSERVICES INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
VLUE | ISHARES TR | 13 | 13 | 0.03% | 4.49% | 6.87% | Q3 2020 | Q3 2023 | 13 |
DEM | WISDOMTREE TRUST | 7 | 6 | 0.07% | 3.87% | 14.36% | Q2 2013 | Q3 2023 | 13 |
BSCG | CLAYMORE EXCHANGE TRD ... | 13 | 13 | 0.03% | 2.01% | 9.56% | Q3 2013 | Q3 2016 | 13 |
SCZ | ISHARES | 13 | 13 | 0.56% | 0.96% | 1.22% | Q4 2014 | Q4 2017 | 13 |
IBMF | ISHARES TR | 12 | 1 | 0.03% | 0.56% | 0.91% | Q3 2013 | Q1 2017 | 13 |
DIM | WISDOMTREE TR | 13 | 13 | 0.19% | 0.48% | 0.98% | Q4 2014 | Q4 2017 | 13 |
IBMI | ISHARES TR | 9 | 4 | 0.01% | 0.45% | 0.79% | Q2 2016 | Q3 2019 | 13 |
AVDE | AMERICAN CENTY ETF TR | 13 | 13 | 0.16% | 0.20% | 0.23% | Q3 2020 | Q3 2023 | 13 |
FLOT | ISHARES TR | 6 | 2 | 0.02% | 0.11% | 0.68% | Q1 2014 | Q1 2023 | 13 |
RZG | RYDEX ETF TRUST | 13 | 13 | 0.06% | 0.11% | 0.14% | Q1 2015 | Q1 2018 | 13 |
LH | LABORATORY CORP AMER H... | 8 | 5 | 0.06% | 0.09% | 0.11% | Q3 2017 | Q3 2023 | 13 |
FNDA | SCHWAB STRATEGIC TR | 13 | 13 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
SMLF | ISHARES TR | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
TSLA | TESLA INC | 13 | 13 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
SHY | ISHARES TR | 11 | 2 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 13 |
NSC | NORFOLK SOUTHN CORP | 10 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2023 | 13 |
ESGD | ISHARES TR | 12 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 13 |
XLY | SELECT SECTOR SPDR TR | 12 | 12 | 0.02% | 2.26% | 6.06% | Q1 2014 | Q4 2016 | 12 |
SYY | SYSCO CORP | 9 | 3 | 0.02% | 1.14% | 2.18% | Q1 2017 | Q4 2022 | 12 |
DAL | DELTA AIR LINES INC DEL | 9 | 3 | 0.02% | 0.86% | 2.16% | Q3 2015 | Q3 2018 | 12 |
IBME | ISHARES TR | 12 | 12 | 0.03% | 0.75% | 1.17% | Q3 2013 | Q2 2016 | 12 |
BSJG | CLAYMORE EXCHANGE TRD ... | 12 | 12 | 0.20% | 0.42% | 0.64% | Q3 2013 | Q2 2016 | 12 |
IGF | ISHARES | 12 | 12 | 0.02% | 0.41% | 0.60% | Q4 2013 | Q3 2016 | 12 |
FLTR | MARKET VECTORS ETF TR | 12 | 12 | 0.02% | 0.32% | 0.80% | Q2 2013 | Q1 2016 | 12 |
DTD | WISDOMTREE TR | 12 | 12 | 0.01% | 0.16% | 0.23% | Q4 2015 | Q3 2018 | 12 |
LDUR | PIMCO ETF TR | 6 | 1 | 0.01% | 0.10% | 0.53% | Q4 2017 | Q2 2022 | 12 |
FBHS | FORTUNE BRANDS HOME & ... | 12 | 12 | 0.08% | 0.09% | 0.11% | Q4 2019 | Q3 2022 | 12 |
SUSA | ISHARES TR | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q2 2018 | 12 |
IAU | ISHARES GOLD TRUST | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2021 | 12 |
MTUM | ISHARES TR | 11 | 11 | 0.01% | 3.59% | 6.30% | Q3 2020 | Q1 2023 | 11 |
FISV | FISERV INC | 11 | 11 | 0.03% | 1.27% | 1.88% | Q1 2019 | Q3 2021 | 11 |
MUB | ISHARES TR | 10 | 1 | 0.01% | 0.30% | 1.10% | Q1 2017 | Q3 2022 | 11 |
RFG | RYDEX ETF TRUST | 11 | 11 | 0.07% | 0.21% | 0.29% | Q4 2014 | Q2 2017 | 11 |
NOC | NORTHROP GRUMMAN CORP | 11 | 11 | 0.02% | 0.16% | 0.30% | Q4 2015 | Q2 2018 | 11 |
DISCA | DISCOVERY INC | 11 | 11 | 0.06% | 0.09% | 0.11% | Q3 2018 | Q1 2021 | 11 |
POST | POST HLDGS INC | 11 | 11 | 0.04% | 0.08% | 0.11% | Q4 2016 | Q2 2019 | 11 |
PCI | PIMCO DYNMIC CREDIT AN... | 7 | 4 | 0.02% | 0.03% | 0.07% | Q3 2016 | Q3 2021 | 11 |
USFR | WISDOMTREE TR | 10 | 10 | 0.02% | 4.63% | 13.67% | Q4 2018 | Q1 2021 | 10 |
AVGO | AVAGO TECHNOLOGIES LTD | 10 | 10 | 0.04% | 1.95% | 2.60% | Q4 2015 | Q1 2018 | 10 |
CAT | CATERPILLAR INC DEL | 9 | 1 | 0.02% | 1.60% | 2.27% | Q2 2013 | Q2 2019 | 10 |
MET | METLIFE INC | 7 | 1 | 0.01% | 1.14% | 1.88% | Q1 2017 | Q3 2023 | 10 |
FCX | FREEPORT-MCMORAN INC | 10 | 10 | 0.36% | 0.43% | 0.52% | Q2 2021 | Q3 2023 | 10 |
PXF | POWERSHARES GLOBAL ETF... | 10 | 10 | 0.14% | 0.32% | 0.73% | Q4 2015 | Q1 2018 | 10 |
PSK | SPDR SER TR | 10 | 10 | 0.13% | 0.15% | 0.17% | Q4 2019 | Q1 2022 | 10 |
PID | POWERSHARES ETF TRUST | 10 | 10 | 0.10% | 0.12% | 0.16% | Q4 2015 | Q1 2018 | 10 |
DOX | AMDOCS LTD | 10 | 10 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 10 |
GNTX | GENTEX CORP | 10 | 10 | 0.08% | 0.09% | 0.11% | Q3 2019 | Q4 2021 | 10 |
HRC | HILL-ROM HLDGS INC | 10 | 10 | 0.07% | 0.09% | 0.11% | Q2 2019 | Q3 2021 | 10 |
ALGN | ALIGN TECHNOLOGY INC | 10 | 10 | 0.03% | 0.08% | 0.13% | Q2 2016 | Q3 2018 | 10 |
SNV | SYNOVUS FINL CORP | 10 | 10 | 0.02% | 0.07% | 0.10% | Q2 2016 | Q3 2018 | 10 |
FJUN | FIRST TR EXCHNG TRADED... | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
ARKK | ARK ETF TR | 6 | 1 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 10 |
IAU | ISHARES GOLD TR | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HIG | HARTFORD FINL SVCS GRO... | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2018 | 10 |
BSJK | INVESCO EXCH TRD SLF I... | 8 | 1 | 0.02% | 1.74% | 2.86% | Q2 2018 | Q3 2020 | 9 |
TJX | TJX COS INC NEW | 9 | 9 | 0.02% | 1.73% | 2.46% | Q1 2015 | Q1 2017 | 9 |
ATVI | ACTIVISION BLIZZARD INC | 9 | 9 | 0.01% | 1.43% | 2.04% | Q1 2020 | Q1 2022 | 9 |
IGSB | ISHARES TR | 9 | 9 | 0.30% | 1.09% | 2.52% | Q2 2013 | Q2 2015 | 9 |
FPEI | FIRST TR EXCH TRADED F... | 9 | 9 | 0.01% | 1.05% | 2.39% | Q1 2019 | Q1 2021 | 9 |
DTN | WISDOMTREE TRUST | 9 | 9 | 0.28% | 0.31% | 0.35% | Q2 2013 | Q2 2015 | 9 |
IBMM | ISHARES TR | 9 | 9 | 0.10% | 0.19% | 0.30% | Q1 2019 | Q1 2021 | 9 |
SHYD | VANECK VECTORS ETF TR | 7 | 1 | 0.02% | 0.16% | 1.04% | Q4 2016 | Q2 2019 | 9 |
DLTR | DOLLAR TREE INC | 9 | 9 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q1 2023 | 9 |
RZG | RYDEX ETF TRUST | 9 | 9 | 0.06% | 0.07% | 0.11% | Q2 2018 | Q2 2020 | 9 |
ACWX | ISHARES TR | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q4 2018 | 9 |
IWD | ISHARES TR | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2018 | 9 |
IWF | ISHARES TR | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 9 |
ZTS | ZOETIS INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 9 |
ADP | AUTOMATIC DATA PROCESS... | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
DIA | SPDR DOW JONES INDL AV... | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 9 |
PVI | POWERSHARES GLOBAL ETF... | 8 | 8 | 0.33% | 2.81% | 4.73% | Q2 2013 | Q1 2015 | 8 |
DXJ | WISDOMTREE TR | 8 | 8 | 0.02% | 2.64% | 4.75% | Q2 2015 | Q1 2017 | 8 |
AVGO | AVAGO TECHNOLOGIES LTD | 8 | 8 | 1.68% | 2.53% | 3.05% | Q4 2013 | Q3 2015 | 8 |
UAL | UNITED CONTL HLDGS INC | 8 | 8 | 0.04% | 1.47% | 3.33% | Q1 2014 | Q4 2015 | 8 |
ORLY | OREILLY AUTOMOTIVE INC | 8 | 8 | 0.01% | 1.23% | 1.90% | Q4 2021 | Q3 2023 | 8 |
AGN | ALLERGAN PLC | 8 | 8 | 0.01% | 1.09% | 2.30% | Q2 2015 | Q1 2017 | 8 |
BSCK | CLAYMORE EXCHANGE TRD ... | 8 | 8 | 0.03% | 0.92% | 3.39% | Q2 2016 | Q1 2018 | 8 |
FDX | FEDEX CORP | 6 | 2 | 0.02% | 0.80% | 2.00% | Q2 2015 | Q4 2018 | 8 |
IR | INGERSOLL-RAND PLC | 4 | 4 | 0.02% | 0.74% | 2.32% | Q1 2015 | Q4 2019 | 8 |
XLU | SELECT SECTOR SPDR TR | 4 | 1 | 0.02% | 0.60% | 2.35% | Q4 2016 | Q3 2023 | 8 |
TT | TRANE TECHNOLOGIES PLC | 8 | 8 | 0.24% | 0.38% | 0.49% | Q1 2020 | Q4 2021 | 8 |
MRK | MERCK & CO. INC | 4 | 1 | 0.01% | 0.21% | 0.44% | Q2 2016 | Q3 2023 | 8 |
GSIE | GOLDMAN SACHS ETF TR | 7 | 1 | 0.02% | 0.16% | 0.22% | Q4 2018 | Q3 2023 | 8 |
PXF | POWERSHARES GLOBAL ETF... | 8 | 8 | 0.07% | 0.11% | 0.15% | Q2 2018 | Q1 2020 | 8 |
NWSA | NEWS CORP NEW | 8 | 8 | 0.08% | 0.09% | 0.11% | Q2 2021 | Q1 2023 | 8 |
CFG | CITIZENS FINL GROUP INC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q2 2021 | Q1 2023 | 8 |
PFPT | PROOFPOINT INC | 8 | 8 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q1 2021 | 8 |
CMA | COMERICA INC | 8 | 8 | 0.05% | 0.08% | 0.10% | Q4 2016 | Q3 2018 | 8 |
PID | POWERSHARES ETF TRUST | 8 | 8 | 0.05% | 0.08% | 0.10% | Q2 2018 | Q1 2020 | 8 |
A | AGILENT TECHNOLOGIES IN | 8 | 8 | 0.02% | 0.06% | 0.09% | Q2 2016 | Q1 2018 | 8 |
CXA | SPDR SERIES TRUST | 8 | 8 | 0.02% | 0.03% | 0.05% | Q3 2014 | Q2 2016 | 8 |
SCHB | SCHWAB STRATEGIC TR | 7 | 1 | 0.02% | 0.03% | 0.08% | Q4 2014 | Q4 2016 | 8 |
SCHF | SCHWAB STRATEGIC TR | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 8 |
D | DOMINION ENERGY INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
XLP | SELECT SECTOR SPDR TR | 7 | 7 | 0.02% | 2.27% | 3.25% | Q1 2022 | Q3 2023 | 7 |
HEDJ | WISDOMTREE TR | 7 | 7 | 0.02% | 1.95% | 4.31% | Q2 2015 | Q4 2016 | 7 |
DE | DEERE & CO | 7 | 7 | 1.38% | 1.57% | 1.91% | Q1 2022 | Q3 2023 | 7 |
STZ | CONSTELLATION BRANDS INC | 7 | 7 | 0.01% | 1.54% | 2.38% | Q4 2015 | Q2 2017 | 7 |
NWL | NEWELL RUBBERMAID INC | 7 | 7 | 0.03% | 1.38% | 2.45% | Q1 2015 | Q3 2016 | 7 |
SLB | SCHLUMBERGER LTD | 7 | 7 | 0.01% | 1.12% | 2.14% | Q3 2015 | Q1 2017 | 7 |
SQ | SQUARE INC | 7 | 7 | 0.02% | 1.12% | 1.83% | Q4 2020 | Q2 2022 | 7 |
DGRO | ISHARES TR | 6 | 1 | 0.01% | 0.88% | 3.08% | Q4 2017 | Q1 2021 | 7 |
VYMI | VANGUARD WHITEHALL FDS | 7 | 7 | 0.54% | 0.66% | 0.73% | Q1 2022 | Q3 2023 | 7 |
VDE | VANGUARD WORLD FDS | 7 | 7 | 0.02% | 0.29% | 1.22% | Q3 2015 | Q1 2017 | 7 |
BND | VANGUARD BD INDEX FDS | 2 | 1 | 0.01% | 0.21% | 1.35% | Q3 2016 | Q1 2023 | 7 |
IBMJ | ISHARES TR | 6 | 1 | 0.02% | 0.11% | 0.48% | Q1 2017 | Q4 2018 | 7 |
JBL | JABIL INC | 7 | 7 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
RE | EVEREST RE GROUP LTD | 7 | 7 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
MKSI | MKS INSTRUMENT INC | 4 | 3 | 0.08% | 0.09% | 0.11% | Q1 2018 | Q1 2022 | 7 |
BKR | BAKER HUGHES COMPANY | 7 | 7 | 0.07% | 0.08% | 0.09% | Q3 2019 | Q1 2021 | 7 |
FANG | DIAMONDBACK ENERGY INC | 7 | 7 | 0.05% | 0.08% | 0.11% | Q1 2017 | Q3 2018 | 7 |
KRE | SPDR SERIES TRUST | 7 | 7 | 0.03% | 0.06% | 0.10% | Q4 2016 | Q2 2018 | 7 |
LRCX | LAM RESEARCH CORP | 7 | 7 | 0.03% | 0.06% | 0.08% | Q2 2016 | Q4 2017 | 7 |
MGK | VANGUARD WORLD FD | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q4 2021 | 7 |
BBT | BB&T CORP | 6 | 1 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2019 | 7 |
WFC | WELLS FARGO CO NEW | 4 | 1 | 0.01% | 0.02% | 0.06% | Q2 2016 | Q2 2019 | 7 |
PNC | PNC FINL SVCS GROUP INC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2019 | 7 |
GOOG | ALPHABET INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 7 |
PM | PHILIP MORRIS INTL INC | 4 | 1 | 0.01% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 7 |
RTN | RAYTHEON CO | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2019 | 7 |
MINC | ADVISORSHARES TR | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
BSJK | CLAYMORE EXCHANGE TRD ... | 6 | 6 | 2.59% | 2.96% | 3.17% | Q4 2016 | Q1 2018 | 6 |
WISDOMTREE TR | 6 | 6 | 2.50% | 2.90% | 4.00% | Q2 2022 | Q3 2023 | 6 | |
BSJH | CLAYMORE EXCHANGE TRD ... | 6 | 6 | 0.10% | 1.99% | 3.97% | Q2 2015 | Q3 2016 | 6 |
PPG | PPG INDS INC | 6 | 6 | 0.05% | 1.86% | 2.29% | Q2 2013 | Q3 2014 | 6 |
HLT | HILTON WORLDWIDE HLDGS... | 6 | 6 | 0.02% | 1.70% | 2.13% | Q3 2017 | Q4 2018 | 6 |
CBRE | CBRE GROUP INC | 6 | 6 | 0.02% | 1.58% | 2.74% | Q1 2015 | Q2 2016 | 6 |
MON | MONSANTO CO NEW | 6 | 6 | 0.02% | 1.48% | 1.87% | Q4 2016 | Q1 2018 | 6 |
IEZ | ISHARES | 6 | 6 | 0.02% | 1.19% | 2.37% | Q4 2014 | Q1 2016 | 6 |
DXC | DXC TECHNOLOGY CO | 6 | 6 | 0.02% | 0.97% | 2.06% | Q3 2017 | Q4 2018 | 6 |
STI | SUNTRUST BKS INC | 3 | 3 | 0.06% | 0.84% | 2.14% | Q1 2014 | Q3 2018 | 6 |
DBJP | DBX ETF TR | 6 | 6 | 0.02% | 0.58% | 1.53% | Q3 2015 | Q4 2016 | 6 |
DBEU | DBX ETF TR | 6 | 6 | 0.02% | 0.55% | 1.48% | Q3 2015 | Q4 2016 | 6 |
EMO | CLEARBRIDGE ENERGY MID... | 6 | 6 | 0.00% | 0.40% | 0.55% | Q4 2018 | Q1 2020 | 6 |
CI | CIGNA CORP NEW | 6 | 6 | 0.30% | 0.35% | 0.39% | Q4 2019 | Q1 2021 | 6 |
BLK | BLACKROCK INC | 4 | 2 | 0.16% | 0.31% | 0.39% | Q2 2013 | Q3 2023 | 6 |
IBMN | ISHARES TR | 6 | 6 | 0.18% | 0.29% | 0.39% | Q4 2019 | Q1 2021 | 6 |
QUS | SPDR SER TR | 6 | 6 | 0.02% | 0.20% | 0.28% | Q4 2018 | Q1 2020 | 6 |
JMOM | J P MORGAN EXCHANGE TR... | 6 | 6 | 0.11% | 0.13% | 0.17% | Q2 2022 | Q3 2023 | 6 |
SDY | SPDR SERIES TRUST | 5 | 1 | 0.02% | 0.10% | 0.13% | Q1 2018 | Q4 2019 | 6 |
STOR | STORE CAP CORP | 6 | 6 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q1 2020 | 6 |
AGR | AVANGRID INC | 6 | 6 | 0.07% | 0.09% | 0.11% | Q3 2017 | Q4 2018 | 6 |
USFD | US FOODS HLDG CORP | 6 | 6 | 0.08% | 0.09% | 0.09% | Q3 2019 | Q4 2020 | 6 |
DKS | DICKS SPORTING GOODS INC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q2 2023 | 6 |
PHM | PULTE GROUP INC | 6 | 6 | 0.05% | 0.08% | 0.10% | Q1 2017 | Q2 2018 | 6 |
MSCC | MICROSEMI CORP | 6 | 6 | 0.04% | 0.06% | 0.07% | Q3 2016 | Q4 2017 | 6 |
KYTH | KYTHERA BIOPHARMACEUTI... | 5 | 1 | 0.04% | 0.06% | 0.12% | Q3 2013 | Q3 2015 | 6 |
USHY | ISHARES TR | 6 | 6 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
BKLN | INVESCO EXCH TRADED FD... | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
JEPI | J P MORGAN EXCHANGE TR... | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
JHMD | JOHN HANCOCK EXCHANGE ... | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2020 | 6 |
CRWD | CROWDSTRIKE HLDGS INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
COIN | COINBASE GLOBAL INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
ZM | ZOOM VIDEO COMMUNICATI... | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
IWB | ISHARES TR | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
IWR | ISHARES TR | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
TMP | TOMPKINS FINANCIAL COR... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
BSCN | INVESCO EXCH TRD SLF I... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BSCO | INVESCO EXCH TRD SLF I... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BSCQ | INVESCO EXCH TRD SLF I... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BSCR | INVESCO EXCH TRD SLF I... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BSCP | INVESCO EXCH TRD SLF I... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
GMOLQ | GENERAL MOLY INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
FIXD | FIRST TR EXCHNG TRADED... | 5 | 5 | 8.19% | 8.72% | 10.14% | Q3 2022 | Q3 2023 | 5 |
DFS | DISCOVER FINL SVCS | 5 | 5 | 1.78% | 2.26% | 2.63% | Q4 2013 | Q4 2014 | 5 |
BSCL | INVESCO EXCH TRD SLF I... | 5 | 5 | 1.24% | 2.03% | 2.92% | Q1 2020 | Q1 2021 | 5 |
SWN | SOUTHWESTERN ENERGY CO | 4 | 1 | 0.02% | 1.57% | 2.08% | Q3 2013 | Q2 2018 | 5 |
CELG | CELGENE CORP | 5 | 5 | 0.02% | 1.56% | 2.10% | Q4 2016 | Q4 2017 | 5 |
DHR | DANAHER CORP DEL | 5 | 5 | 0.03% | 1.51% | 1.98% | Q2 2016 | Q2 2017 | 5 |
CCL | CARNIVAL CORP | 5 | 5 | 0.02% | 1.45% | 1.89% | Q2 2017 | Q2 2018 | 5 |
KHC | KRAFT HEINZ CO | 5 | 5 | 0.01% | 1.34% | 1.73% | Q3 2016 | Q3 2017 | 5 |
AIG | AMERICAN INTL GROUP INC | 5 | 5 | 0.02% | 1.20% | 2.04% | Q3 2015 | Q3 2016 | 5 |
USB | US BANCORP DEL | 4 | 1 | 0.02% | 0.88% | 1.77% | Q1 2017 | Q3 2022 | 5 |
CRM | SALESFORCE COM INC | 5 | 5 | 0.02% | 0.85% | 2.08% | Q3 2015 | Q3 2016 | 5 |
PRU | PRUDENTIAL FINL INC | 5 | 5 | 0.15% | 0.19% | 0.22% | Q4 2016 | Q4 2017 | 5 |
FTSL | FIRST TR EXCHANGE TRAD... | 4 | 1 | 0.09% | 0.14% | 0.19% | Q2 2018 | Q3 2019 | 5 |
LPLA | LPL FINL HLDGS INC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q1 2020 | 5 |
BERY | BERRY PLASTICS GROUP INC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2016 | Q4 2017 | 5 |
GSY | INVESCO ACTIVELY MANAG... | 3 | 1 | 0.01% | 0.05% | 0.18% | Q1 2020 | Q1 2022 | 5 |
BCR | BARD C R INC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q2 2016 | Q2 2017 | 5 |
TIP | ISHARES TR | 3 | 1 | 0.02% | 0.05% | 0.10% | Q4 2016 | Q4 2021 | 5 |
MAR | MARRIOTT INTL INC NEW | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q2 2016 | 5 |
GEM | GOLDMAN SACHS ETF TR | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
VIOG | VANGUARD ADMIRAL FDS INC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 5 |
TFI | SPDR SER TR | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2019 | 5 |
NULG | NUSHARES ETF TR | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NULV | NUSHARES ETF TR | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
AET | AETNA INC NEW | 4 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2018 | 5 |
4305PS | ALCATEL-LUCENT | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q1 2015 | 5 |
SPGP | INVESCO EXCHANGE TRADE... | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
XOP | SPDR SER TR | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TROW | PRICE T ROWE GROUP INC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 5 |
RTX | RAYTHEON TECHNOLOGIES ... | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 5 |
GS | GOLDMAN SACHS GROUP INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
AXSM | AXSOME THERAPEUTICS INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 5 |
CAPITAL GROUP GROWTH ETF | 4 | 4 | 1.59% | 1.86% | 2.03% | Q4 2022 | Q3 2023 | 4 | |
QUAL | ISHARES TR | 4 | 4 | 0.01% | 1.58% | 3.20% | Q2 2020 | Q1 2021 | 4 |
FOX | TWENTY FIRST CENTY FOX... | 4 | 4 | 0.05% | 1.40% | 2.14% | Q4 2013 | Q3 2014 | 4 |
LNC | LINCOLN NATL CORP IND | 4 | 4 | 0.04% | 1.24% | 2.45% | Q1 2015 | Q4 2015 | 4 |
URI | UNITED RENTALS INC | 4 | 4 | 0.03% | 0.98% | 2.32% | Q3 2014 | Q2 2015 | 4 |
KMB | KIMBERLY CLARK CORP | 4 | 4 | 0.02% | 0.96% | 1.96% | Q1 2016 | Q4 2016 | 4 |
CBA | CLEARBRIDGE AMERN ENER... | 4 | 4 | 0.53% | 0.70% | 0.97% | Q4 2017 | Q3 2018 | 4 |
FLRN | SPDR SER TR | 4 | 4 | 0.03% | 0.28% | 1.04% | Q4 2018 | Q3 2019 | 4 |
DOCU | DOCUSIGN INC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q1 2021 | 4 |
INCY | INCYTE CORP | 4 | 4 | 0.08% | 0.09% | 0.09% | Q1 2019 | Q4 2019 | 4 |
BAH | BOOZ ALLEN HAMILTON HL... | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
MKTX | MARKETAXESS HLDGS INC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q2 2020 | Q1 2021 | 4 |
FMC | F M C CORP | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2017 | Q4 2017 | 4 |
SNI | SCRIPPS NETWORKS INTER... | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2015 | Q1 2016 | 4 |
UGI | UGI CORP NEW | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q2 2017 | 4 |
LQD | ISHARES TR | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
XLRE | SELECT SECTOR SPDR TR | 4 | 4 | 0.02% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
NVG | NUVEEN AMT FREE MUN CR... | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PMF | PIMCO MUN INCOME FD | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
JFR | NUVEEN FLOATING RATE I... | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q1 2017 | 4 |
NFLX | NETFLIX INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2020 | 4 |
SPHD | INVESCO EXCH TRADED FD... | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
AMRN | AMARIN CORP PLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 4 |
SHOP | SHOPIFY INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
AXP | AMERICAN EXPRESS CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
XNTK | SPDR SER TR | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
FNDX | SCHWAB STRATEGIC TR | 3 | 3 | 4.60% | 4.83% | 4.98% | Q1 2023 | Q3 2023 | 3 |
FXEU | POWERSHARES ETF TR II | 3 | 3 | 0.03% | 2.46% | 3.69% | Q2 2016 | Q4 2016 | 3 |
ACE | ACE LTD | 3 | 3 | 2.18% | 2.28% | 2.37% | Q2 2013 | Q4 2013 | 3 |
EXC | EXELON CORP | 3 | 3 | 1.53% | 1.68% | 1.76% | Q4 2018 | Q2 2019 | 3 |
TWX | TIME WARNER INC | 3 | 3 | 0.02% | 1.18% | 1.94% | Q3 2016 | Q1 2017 | 3 |
ORCL | ORACLE CORP | 2 | 1 | 0.02% | 0.58% | 1.68% | Q1 2015 | Q4 2019 | 3 |
IBML | ISHARES TR | 3 | 3 | 0.38% | 0.39% | 0.41% | Q1 2019 | Q3 2019 | 3 |
TXN | TEXAS INSTRS INC | 3 | 3 | 0.13% | 0.15% | 0.16% | Q3 2013 | Q1 2014 | 3 |
HUBS | HUBSPOT INC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q2 2021 | Q4 2021 | 3 |
KORS | MICHAEL KORS HLDGS LTD | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q3 2018 | 3 |
VIS | VANGUARD WORLD FDS | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2018 | Q2 2019 | 3 |
VV | VANGUARD INDEX FDS | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q1 2019 | 3 |
JRO | NUVEEN FLTNG RTE INCM ... | 3 | 3 | 0.03% | 0.06% | 0.07% | Q1 2017 | Q3 2017 | 3 |
SE | SPECTRA ENERGY CORP | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q4 2016 | 3 |
XYL | XYLEM IN | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q4 2016 | 3 |
BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q2 2021 | 3 |
FSKR | FS KKR CAP CORP II | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
SPLV | POWERSHARES ETF TR II | 2 | 1 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q1 2017 | 3 |
DD | DU PONT E I DE NEMOURS... | 2 | 1 | 0.02% | 0.02% | 0.04% | Q2 2015 | Q1 2017 | 3 |
BAB | INVESCO EXCH TRADED FD... | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2022 | 3 |
C | CITIGROUP INC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q1 2017 | 3 |
VOO | VANGUARD INDEX FDS | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ZIP | ZIPRECRUITER INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
LDEM | ISHARES TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
EWH | ISHARES TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
SAP | SAP SE | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 3 |
ESGE | ISHARES INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
ESML | ISHARES TR | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 3 |
QYLD | GLOBAL X FDS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SCHE | SCHWAB STRATEGIC TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
GPS | GAP INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 3 |
LINEQ | LINN ENERGY LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2016 | 3 |
OTLK | OUTLOOK THERAPEUTICS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ATHX | ATHERSYS INC NEW | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
PCP | PRECISION CASTPARTS CORP | 2 | 2 | 1.90% | 2.03% | 2.16% | Q3 2013 | Q4 2013 | 2 |
STT | STATE STR CORP | 2 | 2 | 1.70% | 1.76% | 1.81% | Q1 2018 | Q2 2018 | 2 |
ALXN | ALEXION PHARMACEUTICAL... | 2 | 2 | 1.69% | 1.71% | 1.72% | Q1 2019 | Q2 2019 | 2 |
FIRST TR EXCHANGE-TRAD... | 2 | 2 | 0.30% | 0.31% | 0.32% | Q2 2016 | Q3 2016 | 2 | |
IWV | ISHARES TR | 1 | 1 | 0.14% | 0.23% | 0.33% | Q4 2013 | Q4 2022 | 2 |
MGC | VANGUARD WORLD FD | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2020 | Q2 2020 | 2 |
SYNH | SYNEOS HEALTH INC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2018 | Q1 2019 | 2 |
ULTA | ULTA BEAUTY INC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q2 2019 | 2 |
SMTC | SEMTECH CORP | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2018 | Q1 2019 | 2 |
DIMENSIONAL ETF TRUST | 2 | 2 | 0.01% | 0.09% | 0.17% | Q4 2022 | Q1 2023 | 2 | |
ENTG | ENTEGRIS INC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2018 | Q3 2018 | 2 |
AES | AES CORP | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2019 | Q2 2019 | 2 |
MDLZ | MONDELEZ INTL INC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
COP | CONOCOPHILLIPS | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2019 | Q2 2019 | 2 |
TMUS | T-MOBILE US INC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
HUN | HUNTSMAN CORP | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2018 | Q2 2018 | 2 |
JPST | J P MORGAN EXCHANGE TR... | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
JCE | NUVEEN CORE EQUITY ALP... | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2015 | Q4 2015 | 2 |
EES | WISDOMTREE TR | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2018 | Q3 2018 | 2 |
IBMK | ISHARES TR | 1 | 1 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q4 2018 | 2 |
TFLO | ISHARES TR | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
AVB | AVALONBAY CMNTYS INC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q2 2016 | 2 |
TSN | TYSON FOODS IN | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q3 2016 | 2 |
EQIX | EQUINIX INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
MAS | MASCO CORP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q3 2016 | 2 |
MHK | MOHAWK INDS INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
OA | ORBITAL ATK INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
ARR | ARMOUR RESIDENTIAL REI... | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
PXLG | POWERSHARES EXCHANGE T... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q3 2015 | 2 |
QQQ | POWERSHARES QQQ TRUST | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2017 | 2 |
DEG | DELHAIZE GROUP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q2 2016 | 2 |
VLO | VALERO ENERGY CORP NEW | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
IEF | ISHARES TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
MO | ALTRIA GROUP INC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q4 2022 | 2 |
FE | FIRSTENERGY COR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
FLTR | MARKET VECTORS ETF TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
GII | SPDR INDEX SHS FDS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
IBMH | ISHARES TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
GTX | GARRETT MOTION INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
SPHB | POWERSHARES ETF TR II | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
KIE | SPDR SER TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KSU | KANSAS CITY SOUTHERN | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
PKB | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
XLB | SELECT SECTOR SPDR TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
SCHG | SCHWAB STRATEGIC TR | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2022 | 2 |
PDI | PIMCO DYNAMIC INCOME FD | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 2 |
NVS | NOVARTIS AG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MMM | 3M CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
PRKR | PARKERVISION INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
DMS | DIGITAL MEDIA SOLUTION... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PACW | PACWEST BANCORP DEL | 1 | 1 | 2.76% | 2.76% | 2.76% | Q4 2014 | Q4 2014 | 1 |
HAL | HALLIBURTON CO | 1 | 1 | 2.17% | 2.17% | 2.17% | Q3 2014 | Q3 2014 | 1 |
B108PS | ACTAVIS PLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q1 2015 | Q1 2015 | 1 |
MPC | MARATHON PETE CORP | 1 | 1 | 2.01% | 2.01% | 2.01% | Q2 2013 | Q2 2013 | 1 |
SPG | SIMON PPTY GROUP INC NEW | 1 | 1 | 1.75% | 1.75% | 1.75% | Q3 2016 | Q3 2016 | 1 |
MGA | MAGNA INTL INC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q1 2017 | Q1 2017 | 1 |
BKNG | BOOKING HLDGS INC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2019 | Q4 2019 | 1 |
EFG | ISHARES TR | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
EXPE | EXPEDIA GROUP INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2019 | Q3 2019 | 1 |
EFV | ISHARES TR | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
HYMB | SPDR SER TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
BIDU | BAIDU INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q3 2013 | 1 |
PRSP | PERSPECTA INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2018 | Q2 2018 | 1 |
YOKU | YOUKU TUDOU INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2013 | Q3 2013 | 1 |
NLY | ANNALY CAP MGMT INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
STOT | SSGA ACTIVE TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
VAR | VARIAN MED SYS INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q1 2015 | 1 |
WY | WEYERHAEUSER CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
CNC | CENTENE CORP DEL | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
JACOBS SOLUTIONS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 | |
TSCO | TRACTOR SUPPLY CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
KAR | KAR AUCTION SVCS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
SIVB | SVB FINL GROUP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
SCHZ | SCHWAB STRATEGIC TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
LTC | LTC PPTYS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
SRE | SEMPRA ENERGY | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
IR | INGERSOLL-RAND PLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
GOOGL | GOOGLE INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
IBDL | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
IBDK | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
MGM | MGM RESORTS INTERNATIONAL | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
T104PS | AMERICAN RLTY CAP PPTY... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
SCHV | SCHWAB STRATEGIC TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
PBR | PETROLEO BRASILEIRO SA... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
BSJJ | CLAYMORE EXCHANGE TRD ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
EMC | E M C CORP MASS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
IYF | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CINF | CINCINNATI FINL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
XMMO | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CAG | CONAGRA FOODS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
OKS | ONEOK PARTNERS LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
COL | ROCKWELL COLLINS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
HMY | HARMONY GOLD MNG LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
WBA | WALGREENS BOOTS ALLIAN... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
AMLP | ALPS ETF TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
FSLR | FIRST SOLAR INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
DVY | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
RDSA | ROYAL DUTCH SHELL PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
IBMG | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
HYG | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
DHF | DREYFUS HIGH YIELD STR... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
ALL | ALLSTATE CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
YUM | YUM BRANDS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
BSCK | CLAYMORE EXCHANGE TRD ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
BMO | BANK MONTREAL QUE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
O | REALTY INCOME CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
CTSH | COGNIZANT TECHNOLOGY S... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
STPZ | PIMCO ETF TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
SHM | SPDR SER TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
SBUX | STARBUCKS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
CHNG | CHANGE HEALTHCARE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
HPE | HEWLETT PACKARD ENTERP... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
TSS | TOTAL SYS SVCS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
GPN | GLOBAL PMTS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
SO | SOUTHERN CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
MDY | SPDR S&P MIDCAP 400 ET... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
WM | WASTE MGMT INC DEL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
MJ | ETF MANAGERS TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
BAB | POWERSHARES ETF TR II | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
TPX | TEMPUR SEALY INTL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
PCLN | PRICELINE GRP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
PWZ | INVESCO EXCH TRADED FD... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
PYPL | PAYPAL HLDGS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
IJH | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
KR | KROGER CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
ACWI | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
ITOT | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
COMP | COMPASS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HDV | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CGC | CANOPY GROWTH CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ED | CONSOLIDATED EDISON INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
EFIV | SPDR SER TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HYD | VANECK ETF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KNSL | KINSALE CAP GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PPHM | PEREGRINE PHARMACEUTIC... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
SVM | SILVERCORP METALS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
SHBI | SHORE BANCSHARES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OMEX | ODYSSEY MARINE EXPLORA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
INNOVATE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 | |
HEARTBEAM INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 | |
NVTA | INVITAE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AAU | ALMADEN MINERALS LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
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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.