341 is the total number of securities TRADITION CAPITAL MANAGEMENT LLC has owned. The longest TRADITION CAPITAL MANAGEMENT LLC has owned a single stock is 24 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MMM | 3M Company | 24 | 24 | 1.62% | 2.45% | 3.12% | Q2 2013 | Q1 2019 | 24 |
MSFT | Microsoft Corporation | 24 | 24 | 2.00% | 2.45% | 2.99% | Q2 2013 | Q1 2019 | 24 |
MRK | Merck & Co. New | 24 | 24 | 1.78% | 2.44% | 2.86% | Q2 2013 | Q1 2019 | 24 |
JPM | JPMORGAN CHASE & CO | 24 | 24 | 1.83% | 2.26% | 3.05% | Q2 2013 | Q1 2019 | 24 |
JNJ | JOHNSON & JOHNSON | 24 | 24 | 1.48% | 2.19% | 3.07% | Q2 2013 | Q1 2019 | 24 |
MMC | MARSH & MCLENNAN COS INC | 24 | 24 | 1.49% | 2.01% | 2.38% | Q2 2013 | Q1 2019 | 24 |
ABBV | ABBVIE INC | 24 | 24 | 0.71% | 1.71% | 3.28% | Q2 2013 | Q1 2019 | 24 |
UPS | UNITED PARCEL SERVICE INC | 24 | 24 | 0.90% | 1.70% | 2.55% | Q2 2013 | Q1 2019 | 24 |
AAPL | APPLE INC | 24 | 24 | 1.04% | 1.70% | 2.46% | Q2 2013 | Q1 2019 | 24 |
CSCO | Cisco Systems Inc. | 24 | 24 | 0.93% | 1.64% | 2.24% | Q2 2013 | Q1 2019 | 24 |
INTC | Intel Corporation | 24 | 24 | 1.22% | 1.63% | 2.12% | Q2 2013 | Q1 2019 | 24 |
BA | Boeing Company | 24 | 24 | 0.12% | 1.56% | 2.53% | Q2 2013 | Q1 2019 | 24 |
QCOM | QUALCOMM INC | 24 | 24 | 0.32% | 1.53% | 2.00% | Q2 2013 | Q1 2019 | 24 |
TMO | THERMO FISHER SCIENTIF... | 24 | 24 | 1.16% | 1.49% | 1.99% | Q2 2013 | Q1 2019 | 24 |
ABT | ABBOTT LABS | 24 | 24 | 0.78% | 1.43% | 1.81% | Q2 2013 | Q1 2019 | 24 |
FDX | FEDEX CORP | 24 | 24 | 0.41% | 1.38% | 1.82% | Q2 2013 | Q1 2019 | 24 |
AIG | AMERICAN INTL GROUP INC | 24 | 24 | 0.32% | 1.25% | 1.92% | Q2 2013 | Q1 2019 | 24 |
UL | Unilever PLC ADR | 24 | 24 | 0.88% | 1.17% | 1.71% | Q2 2013 | Q1 2019 | 24 |
SU | SUNCOR ENERGY INC NEW | 24 | 24 | 0.41% | 1.12% | 1.82% | Q2 2013 | Q1 2019 | 24 |
DEO | Diageo PLC ADS | 24 | 24 | 0.48% | 1.12% | 1.64% | Q2 2013 | Q1 2019 | 24 |
NVS | NOVARTIS A G | 24 | 24 | 0.54% | 1.09% | 1.91% | Q2 2013 | Q1 2019 | 24 |
PNC | PNC FINL SVCS GROUP INC | 24 | 24 | 0.63% | 1.05% | 1.52% | Q2 2013 | Q1 2019 | 24 |
RDSB | Royal Dutch Shell PLC ... | 24 | 24 | 0.08% | 1.03% | 1.92% | Q2 2013 | Q1 2019 | 24 |
USB | US BANCORP DEL | 24 | 24 | 0.62% | 0.99% | 1.29% | Q2 2013 | Q1 2019 | 24 |
KMB | KIMBERLY CLARK CORP | 24 | 24 | 0.52% | 0.94% | 1.55% | Q2 2013 | Q1 2019 | 24 |
TXN | Texas Instruments, Inc. | 24 | 24 | 0.66% | 0.90% | 1.14% | Q2 2013 | Q1 2019 | 24 |
DVN | DEVON ENERGY CORP NEW | 24 | 24 | 0.19% | 0.89% | 2.13% | Q2 2013 | Q1 2019 | 24 |
BDX | BECTON DICKINSON & CO | 24 | 24 | 0.47% | 0.85% | 1.42% | Q2 2013 | Q1 2019 | 24 |
SYK | STRYKER CORP | 24 | 24 | 0.36% | 0.85% | 1.27% | Q2 2013 | Q1 2019 | 24 |
SPY | SPDR S&P 500 ETF Trust... | 24 | 24 | 0.18% | 0.83% | 2.33% | Q2 2013 | Q1 2019 | 24 |
KO | Coca-Cola Company | 24 | 24 | 0.27% | 0.83% | 1.90% | Q2 2013 | Q1 2019 | 24 |
LH | Laboratory Corp of Ame... | 24 | 24 | 0.65% | 0.79% | 0.94% | Q2 2013 | Q1 2019 | 24 |
SLB | SCHLUMBERGER LTD | 24 | 24 | 0.14% | 0.78% | 1.86% | Q2 2013 | Q1 2019 | 24 |
XOM | Exxon Mobil Corporation | 24 | 24 | 0.38% | 0.77% | 1.82% | Q2 2013 | Q1 2019 | 24 |
CVX | CHEVRON CORP NEW | 24 | 24 | 0.39% | 0.76% | 1.96% | Q2 2013 | Q1 2019 | 24 |
HBAN | HUNTINGTON BANCSHARES INC | 24 | 24 | 0.54% | 0.72% | 0.96% | Q2 2013 | Q1 2019 | 24 |
IBM | INTERNATIONAL BUSINESS... | 24 | 24 | 0.14% | 0.56% | 1.68% | Q2 2013 | Q1 2019 | 24 |
EMR | Emerson Electric Co. | 24 | 24 | 0.08% | 0.56% | 1.77% | Q2 2013 | Q1 2019 | 24 |
PEP | PEPSICO INC | 24 | 24 | 0.28% | 0.55% | 1.51% | Q2 2013 | Q1 2019 | 24 |
DIS | Walt Disney Company | 24 | 24 | 0.33% | 0.53% | 1.37% | Q2 2013 | Q1 2019 | 24 |
RPM | RPM INTL INC | 24 | 24 | 0.08% | 0.53% | 0.71% | Q2 2013 | Q1 2019 | 24 |
ITW | Illinois Tool Works Inc. | 24 | 24 | 0.42% | 0.50% | 0.64% | Q2 2013 | Q1 2019 | 24 |
PFE | PFIZER INC | 24 | 24 | 0.19% | 0.48% | 1.38% | Q2 2013 | Q1 2019 | 24 |
PM | PHILIP MORRIS INTL INC | 24 | 24 | 0.19% | 0.47% | 0.90% | Q2 2013 | Q1 2019 | 24 |
CL | COLGATE PALMOLIVE CO | 24 | 24 | 0.22% | 0.47% | 1.15% | Q2 2013 | Q1 2019 | 24 |
HD | HOME DEPOT INC | 24 | 24 | 0.36% | 0.47% | 0.56% | Q2 2013 | Q1 2019 | 24 |
AXP | AMERICAN EXPRESS CO | 24 | 24 | 0.15% | 0.46% | 0.86% | Q2 2013 | Q1 2019 | 24 |
VZ | VERIZON COMMUNICATIONS... | 24 | 24 | 0.09% | 0.46% | 0.74% | Q2 2013 | Q1 2019 | 24 |
UVSP | UNIVEST CORP PA | 24 | 24 | 0.11% | 0.43% | 0.68% | Q2 2013 | Q1 2019 | 24 |
RE | EVEREST RE GROUP LTD | 24 | 24 | 0.14% | 0.42% | 1.51% | Q2 2013 | Q1 2019 | 24 |
COST | COSTCO WHSL CORP NEW | 24 | 24 | 0.32% | 0.41% | 0.50% | Q2 2013 | Q1 2019 | 24 |
DOX | AMDOCS LTD | 24 | 24 | 0.06% | 0.37% | 1.75% | Q2 2013 | Q1 2019 | 24 |
AFL | AFLAC INC | 24 | 24 | 0.13% | 0.36% | 1.01% | Q2 2013 | Q1 2019 | 24 |
MCD | MCDONALDS CORP | 24 | 24 | 0.07% | 0.35% | 1.24% | Q2 2013 | Q1 2019 | 24 |
VFC | V.F. Corporation | 24 | 24 | 0.09% | 0.34% | 1.06% | Q2 2013 | Q1 2019 | 24 |
AWK | AMERICAN WTR WKS CO IN... | 24 | 24 | 0.11% | 0.33% | 0.59% | Q2 2013 | Q1 2019 | 24 |
WM | WASTE MGMT INC DEL | 24 | 24 | 0.07% | 0.32% | 1.46% | Q2 2013 | Q1 2019 | 24 |
RDSA | Royal Dutch Shell PLC ... | 24 | 24 | 0.24% | 0.32% | 0.43% | Q2 2013 | Q1 2019 | 24 |
LOW | LOWES COS INC | 24 | 24 | 0.07% | 0.31% | 0.91% | Q2 2013 | Q1 2019 | 24 |
DOV | Dover Corporation | 24 | 24 | 0.06% | 0.30% | 0.70% | Q2 2013 | Q1 2019 | 24 |
LLY | LILLY ELI & CO | 24 | 24 | 0.21% | 0.29% | 0.37% | Q2 2013 | Q1 2019 | 24 |
BRKB | BERKSHIRE HATHAWAY INC... | 24 | 24 | 0.18% | 0.26% | 0.48% | Q2 2013 | Q1 2019 | 24 |
ADP | Automatic Data Process... | 24 | 24 | 0.12% | 0.26% | 0.52% | Q2 2013 | Q1 2019 | 24 |
UTX | UNITED TECHNOLOGIES CORP | 24 | 24 | 0.11% | 0.25% | 0.44% | Q2 2013 | Q1 2019 | 24 |
IR | INGERSOLL-RAND PLC | 24 | 24 | 0.17% | 0.24% | 0.33% | Q2 2013 | Q1 2019 | 24 |
NBL | NOBLE ENERGY INC | 24 | 24 | 0.08% | 0.23% | 0.49% | Q2 2013 | Q1 2019 | 24 |
PG | Procter & Gamble Co. | 24 | 24 | 0.10% | 0.22% | 0.69% | Q2 2013 | Q1 2019 | 24 |
UN | UNILEVER N V | 24 | 24 | 0.14% | 0.21% | 0.26% | Q2 2013 | Q1 2019 | 24 |
HON | HONEYWELL INTL INC | 24 | 24 | 0.16% | 0.19% | 0.23% | Q2 2013 | Q1 2019 | 24 |
THG | Hanover Insurance Grp ... | 24 | 24 | 0.08% | 0.19% | 0.34% | Q2 2013 | Q1 2019 | 24 |
DHR | Danaher Corporation | 24 | 24 | 0.11% | 0.19% | 0.27% | Q2 2013 | Q1 2019 | 24 |
T | AT&T INC | 24 | 24 | 0.09% | 0.16% | 0.24% | Q2 2013 | Q1 2019 | 24 |
UNP | Union Pacific Corp. | 24 | 24 | 0.12% | 0.15% | 0.17% | Q2 2013 | Q1 2019 | 24 |
ECL | ECOLAB INC | 24 | 24 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q1 2019 | 24 |
PPG | PPG Industries Inc. | 24 | 24 | 0.08% | 0.14% | 0.19% | Q2 2013 | Q1 2019 | 24 |
APD | Air Products & Chemicals | 24 | 24 | 0.10% | 0.14% | 0.16% | Q2 2013 | Q1 2019 | 24 |
ADBE | Adobe Systems Inc. | 24 | 24 | 0.08% | 0.13% | 0.22% | Q2 2013 | Q1 2019 | 24 |
MPW | Medical Properties Tru... | 24 | 24 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q1 2019 | 24 |
GS | GOLDMAN SACHS GROUP INC | 23 | 23 | 0.61% | 1.08% | 1.65% | Q3 2013 | Q1 2019 | 23 |
MKC | MCCORMICK & CO INC | 18 | 5 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q1 2019 | 23 |
GE | General Electric Company | 22 | 22 | 0.04% | 1.28% | 2.32% | Q2 2013 | Q3 2018 | 22 |
NSRGY | Nestle S.A. ADR | 16 | 6 | 0.87% | 1.15% | 1.50% | Q2 2013 | Q1 2019 | 22 |
PX | PRAXAIR INC | 22 | 22 | 0.46% | 0.54% | 0.62% | Q2 2013 | Q3 2018 | 22 |
ALLE | ALLEGION PUB LTD CO | 22 | 22 | 0.10% | 0.20% | 0.34% | Q4 2013 | Q1 2019 | 22 |
Davis New York Venture... | 16 | 6 | 0.07% | 0.09% | 0.15% | Q2 2013 | Q1 2019 | 22 | |
AIM Charter Fund Income | 16 | 6 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q1 2019 | 22 | |
ZTS | ZOETIS INC | 21 | 21 | 0.99% | 1.33% | 1.71% | Q1 2014 | Q1 2019 | 21 |
FITB | FIFTH THIRD BANCORP | 12 | 1 | 0.06% | 0.66% | 1.76% | Q2 2013 | Q1 2019 | 21 |
EFA | ISHARES TR | 12 | 9 | 0.08% | 0.24% | 1.35% | Q2 2013 | Q4 2018 | 21 |
AVY | AVERY DENNISON CORP | 20 | 20 | 1.31% | 1.78% | 2.40% | Q2 2014 | Q1 2019 | 20 |
HBNC | HORIZON BANCORP IND | 20 | 20 | 0.08% | 0.59% | 0.96% | Q2 2014 | Q1 2019 | 20 |
DLTR | Dollar Tree Stores | 13 | 7 | 0.05% | 0.19% | 0.62% | Q2 2013 | Q1 2019 | 20 |
C | CITIGROUP INC | 13 | 6 | 0.25% | 1.28% | 2.11% | Q1 2014 | Q1 2019 | 19 |
ORIT | ORITANI FINL CORP DEL | 19 | 19 | 0.07% | 0.42% | 0.59% | Q2 2013 | Q4 2017 | 19 |
HAIN | HAIN CELESTIAL GROUP INC | 19 | 19 | 0.07% | 0.32% | 0.61% | Q3 2014 | Q1 2019 | 19 |
MDT | MEDTRONIC PLC | 18 | 18 | 0.58% | 1.72% | 2.24% | Q4 2014 | Q1 2019 | 18 |
PSX | PHILLIPS 66 | 18 | 18 | 0.31% | 0.65% | 0.99% | Q4 2014 | Q1 2019 | 18 |
LAZ | LAZARD LTD | 18 | 18 | 0.20% | 0.46% | 0.89% | Q4 2014 | Q1 2019 | 18 |
COP | ConocoPhillips | 14 | 4 | 0.10% | 0.40% | 0.80% | Q2 2013 | Q1 2019 | 18 |
FLR | Fluor Corporation | 18 | 18 | 0.16% | 0.37% | 0.67% | Q2 2013 | Q3 2017 | 18 |
HAL | Halliburton Company | 18 | 18 | 0.15% | 0.36% | 1.32% | Q4 2014 | Q1 2019 | 18 |
TM | Toyota Motor Corporation | 10 | 7 | 0.56% | 1.05% | 1.57% | Q2 2014 | Q1 2019 | 17 |
MPC | Marathon Petroleum Corp | 13 | 1 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2018 | 17 |
BHI | Baker Hughes Inc. | 16 | 16 | 0.11% | 0.80% | 1.43% | Q2 2013 | Q1 2017 | 16 |
CSIQ | CANADIAN SOLAR INC | 13 | 3 | 0.13% | 0.22% | 0.35% | Q1 2015 | Q1 2019 | 16 |
PPL | PPL Corporation | 13 | 3 | 0.07% | 0.18% | 0.38% | Q2 2013 | Q3 2017 | 16 |
GOOG | Alphabet Inc. Class C | 15 | 15 | 0.51% | 0.67% | 1.09% | Q3 2015 | Q1 2019 | 15 |
ESRX | Express Scripts Holdin... | 15 | 15 | 0.25% | 0.63% | 1.50% | Q2 2013 | Q4 2016 | 15 |
Hudson's Bay Co | 9 | 6 | 0.03% | 0.44% | 1.11% | Q1 2015 | Q1 2019 | 15 | |
PKG | Packaging Corp of America | 11 | 2 | 0.06% | 0.24% | 1.48% | Q1 2014 | Q1 2019 | 15 |
Monitise PLC (United ... | 15 | 15 | 0.00% | 0.16% | 0.44% | Q3 2013 | Q1 2017 | 15 | |
DD | DU PONT E I DE NEMOURS... | 8 | 7 | 0.07% | 0.08% | 0.10% | Q3 2013 | Q2 2017 | 15 |
WHR | Whirlpool Corporation | 14 | 14 | 1.08% | 1.91% | 2.53% | Q4 2015 | Q1 2019 | 14 |
CFG | CITIZENS FINL GROUP INC | 14 | 14 | 0.45% | 1.49% | 2.26% | Q4 2015 | Q1 2019 | 14 |
FNF | FNF Group | 14 | 14 | 0.18% | 1.00% | 1.90% | Q4 2015 | Q1 2019 | 14 |
WMB | Williams Companies Inc | 14 | 14 | 0.10% | 0.71% | 1.19% | Q2 2013 | Q3 2016 | 14 |
BXMT | BLACKSTONE MTG TR INC | 14 | 14 | 0.06% | 0.42% | 0.48% | Q4 2015 | Q1 2019 | 14 |
LSTR | Landstar System Inc. | 14 | 14 | 0.31% | 0.38% | 0.50% | Q4 2015 | Q1 2019 | 14 |
TGT | Target Corporation | 12 | 2 | 0.12% | 0.33% | 1.22% | Q2 2013 | Q1 2017 | 14 |
YUM | YUM BRANDS INC | 14 | 14 | 0.14% | 0.33% | 0.54% | Q4 2015 | Q1 2019 | 14 |
GOOGL | Alphabet Inc. Class A | 11 | 3 | 0.07% | 0.16% | 0.46% | Q3 2015 | Q1 2019 | 14 |
OCFC | OCEANFIRST FINL CORP | 14 | 14 | 0.11% | 0.15% | 0.22% | Q4 2015 | Q1 2019 | 14 |
CMCSA | COMCAST CORP NEW | 14 | 14 | 0.11% | 0.15% | 0.22% | Q4 2015 | Q1 2019 | 14 |
WLTW | WILLIS TOWERS WATSON P... | 13 | 13 | 0.86% | 1.39% | 1.88% | Q1 2016 | Q1 2019 | 13 |
EMC | EMC Corporation | 13 | 13 | 0.73% | 1.19% | 1.82% | Q2 2013 | Q2 2016 | 13 |
HBI | HANESBRANDS INC | 13 | 13 | 0.07% | 1.06% | 2.28% | Q1 2016 | Q1 2019 | 13 |
AON | AON PLC | 13 | 13 | 0.45% | 0.67% | 0.85% | Q1 2016 | Q1 2019 | 13 |
ZBH | Zimmer Biomet Holdings... | 13 | 13 | 0.26% | 0.61% | 1.01% | Q1 2016 | Q1 2019 | 13 |
IVW | ISHARES TR | 13 | 13 | 0.21% | 0.24% | 0.28% | Q1 2016 | Q1 2019 | 13 |
LECO | Lincoln Electric Holdings | 4 | 2 | 0.06% | 0.22% | 1.38% | Q2 2013 | Q3 2018 | 13 |
DTD | WISDOMTREE TR | 13 | 13 | 0.13% | 0.16% | 0.21% | Q1 2016 | Q1 2019 | 13 |
IWD | ISHARES TR | 13 | 13 | 0.14% | 0.15% | 0.16% | Q1 2016 | Q1 2019 | 13 |
MDY | SPDR S&P MidCap 400 ET... | 13 | 13 | 0.09% | 0.11% | 0.19% | Q1 2016 | Q1 2019 | 13 |
VSS | VANGUARD INTL EQUITY I... | 13 | 13 | 0.07% | 0.09% | 0.13% | Q1 2016 | Q1 2019 | 13 |
BMY | BRISTOL MYERS SQUIBB CO | 12 | 12 | 0.30% | 1.20% | 1.86% | Q2 2016 | Q1 2019 | 12 |
PRU | PRUDENTIAL FINL INC | 12 | 12 | 0.41% | 0.74% | 1.18% | Q2 2016 | Q1 2019 | 12 |
Dream Global Real Esta... | 6 | 6 | 0.37% | 0.60% | 0.86% | Q4 2015 | Q1 2019 | 12 | |
VGK | VANGUARD INTL EQUITY I... | 12 | 12 | 0.34% | 0.41% | 0.50% | Q1 2016 | Q4 2018 | 12 |
TRV | TRAVELERS COMPANIES INC | 8 | 1 | 0.06% | 0.13% | 0.34% | Q2 2013 | Q1 2019 | 12 |
SBR | Sabine Royalty Trust | 6 | 1 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q1 2019 | 12 |
FNMA | Fannie Mae | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
VUG | VANGUARD INDEX FDS | 8 | 3 | 0.28% | 0.41% | 0.58% | Q1 2016 | Q1 2019 | 11 |
CHRW | C H ROBINSON WORLDWIDE... | 11 | 11 | 0.29% | 0.35% | 0.39% | Q1 2016 | Q3 2018 | 11 |
Van Eck Emergin Market... | 6 | 5 | 0.05% | 0.33% | 0.69% | Q1 2016 | Q1 2019 | 11 | |
VYM | VANGUARD WHITEHALL FDS... | 8 | 3 | 0.07% | 0.27% | 0.47% | Q1 2016 | Q1 2019 | 11 |
VTI | Vanguard Total Stock Mkt | 8 | 3 | 0.08% | 0.25% | 0.53% | Q1 2016 | Q1 2019 | 11 |
BAX | Baxter International | 10 | 10 | 0.20% | 1.11% | 2.32% | Q1 2014 | Q2 2016 | 10 |
ESV | Ensco plc cl A | 10 | 10 | 0.07% | 1.04% | 1.93% | Q2 2013 | Q3 2015 | 10 |
KMX | CARMAX INC | 10 | 10 | 0.40% | 0.58% | 1.00% | Q4 2016 | Q1 2019 | 10 |
NOV | National Oilwell Varco... | 10 | 10 | 0.10% | 0.39% | 0.84% | Q2 2013 | Q3 2015 | 10 |
CMCSK | Comcast Cl A Special | 10 | 10 | 0.21% | 0.28% | 0.33% | Q2 2013 | Q3 2015 | 10 |
VTV | Vanguard Value ETF | 7 | 3 | 0.10% | 0.22% | 0.32% | Q2 2016 | Q1 2019 | 10 |
YUMC | Yum China Holdings | 10 | 10 | 0.06% | 0.14% | 0.20% | Q4 2016 | Q1 2019 | 10 |
Spartan Total Market I... | 6 | 4 | 0.07% | 0.08% | 0.08% | Q4 2015 | Q3 2018 | 10 | |
POT | Potash Corp. Saskatch | 9 | 9 | 0.81% | 1.34% | 1.60% | Q3 2013 | Q3 2015 | 9 |
BBBY | Bed Bath & Beyond Inc | 9 | 9 | 0.10% | 0.83% | 1.29% | Q2 2014 | Q2 2016 | 9 |
APA | Apache Corporation | 9 | 9 | 0.08% | 0.56% | 1.05% | Q2 2013 | Q2 2015 | 9 |
A | AGILENT TECHNOLOGIES INC | 8 | 1 | 0.07% | 0.52% | 0.65% | Q2 2013 | Q2 2017 | 9 |
TSCO | TRACTOR SUPPLY CO | 9 | 9 | 0.15% | 0.48% | 0.59% | Q3 2016 | Q3 2018 | 9 |
PRE | PartnerRe Ltd. | 9 | 9 | 0.10% | 0.11% | 0.11% | Q2 2013 | Q2 2015 | 9 |
Spartan 500 Index Fd I... | 4 | 1 | 0.07% | 0.08% | 0.16% | Q4 2015 | Q3 2018 | 9 | |
SSB | SOUTH ST CORP | 7 | 2 | 0.06% | 0.07% | 0.08% | Q2 2015 | Q2 2018 | 9 |
Stone Ridge All Asset ... | 8 | 8 | 0.21% | 2.39% | 4.10% | Q2 2015 | Q1 2017 | 8 | |
361 Global Lng/Shrt Eq... | 4 | 4 | 0.63% | 0.80% | 0.93% | Q2 2016 | Q3 2018 | 8 | |
BAC | Bank of America Corp | 5 | 1 | 0.06% | 0.58% | 1.06% | Q4 2014 | Q1 2019 | 8 |
GOOGL | Google Inc. Class A | 5 | 3 | 0.32% | 0.47% | 0.76% | Q2 2013 | Q2 2015 | 8 |
BABA | Alibaba Group Holding Ltd | 8 | 8 | 0.31% | 0.41% | 0.66% | Q2 2017 | Q1 2019 | 8 |
LO | Lorillard, Inc. | 8 | 8 | 0.33% | 0.38% | 0.43% | Q2 2013 | Q1 2015 | 8 |
OUT | Outfront Media Inc. | 8 | 8 | 0.18% | 0.37% | 0.47% | Q1 2015 | Q4 2016 | 8 |
EOG | EOG Resources Inc | 7 | 7 | 0.08% | 0.11% | 0.13% | Q2 2013 | Q4 2014 | 7 |
DWDP | DOWDUPONT INC | 7 | 7 | 0.08% | 0.09% | 0.12% | Q3 2017 | Q1 2019 | 7 |
LJM Preservation and G... | 5 | 1 | 0.46% | 1.45% | 2.22% | Q1 2016 | Q4 2017 | 6 | |
SEAS | SeaWorld Entertainment... | 6 | 6 | 0.73% | 1.26% | 1.52% | Q1 2015 | Q2 2016 | 6 |
SPNV | Superior Energy Services | 6 | 6 | 0.68% | 0.75% | 0.85% | Q2 2013 | Q3 2014 | 6 |
Primecap Odyssey Stock... | 6 | 6 | 0.38% | 0.55% | 0.59% | Q4 2017 | Q1 2019 | 6 | |
ETN | Eaton Corporation, plc | 6 | 6 | 0.12% | 0.53% | 0.68% | Q4 2014 | Q1 2016 | 6 |
M | MACYS INC | 5 | 1 | 0.06% | 0.53% | 1.09% | Q3 2016 | Q2 2018 | 6 |
GOOG | Google Inc. Class C | 6 | 6 | 0.41% | 0.51% | 0.74% | Q1 2014 | Q2 2015 | 6 |
Elements US Portfolio | 6 | 6 | 0.08% | 0.51% | 0.82% | Q4 2017 | Q1 2019 | 6 | |
VNQI | VANGUARD INTL EQUITY I... | 6 | 6 | 0.40% | 0.49% | 0.61% | Q1 2016 | Q2 2017 | 6 |
FNB | F.N.B. Corporation | 6 | 6 | 0.04% | 0.47% | 0.78% | Q4 2017 | Q1 2019 | 6 |
SPTM | SPDR Port Total Stock ... | 6 | 6 | 0.14% | 0.46% | 1.09% | Q4 2017 | Q1 2019 | 6 |
ADI | Analog Devices Inc. | 6 | 6 | 0.15% | 0.43% | 0.61% | Q4 2017 | Q1 2019 | 6 |
FB | Facebook, Inc. cl A | 6 | 6 | 0.12% | 0.43% | 0.56% | Q4 2017 | Q1 2019 | 6 |
JPMorgan Growth Advant... | 6 | 6 | 0.32% | 0.43% | 0.47% | Q4 2017 | Q1 2019 | 6 | |
CLNE | Clean Energy Fuels Corp. | 6 | 6 | 0.22% | 0.29% | 0.37% | Q2 2013 | Q3 2014 | 6 |
IJH | iShares S&P MidCap 400 | 6 | 6 | 0.27% | 0.28% | 0.29% | Q4 2017 | Q1 2019 | 6 |
DVMT | Dell Technologies Inc-... | 6 | 6 | 0.13% | 0.15% | 0.18% | Q3 2016 | Q4 2017 | 6 |
ABB | ABB Ltd | 5 | 5 | 0.08% | 1.45% | 1.85% | Q2 2013 | Q2 2014 | 5 |
RSF | Rivernorth Marketplace... | 4 | 1 | 0.41% | 1.18% | 1.57% | Q1 2017 | Q3 2018 | 5 |
FNFG | First Niagara Financia... | 5 | 5 | 0.12% | 1.16% | 1.57% | Q2 2013 | Q2 2014 | 5 |
Hatteras Evergreen Pri... | 5 | 5 | 0.73% | 0.79% | 0.87% | Q4 2017 | Q4 2018 | 5 | |
Mirae Asset Emerging M... | 5 | 5 | 0.49% | 0.57% | 0.67% | Q1 2018 | Q1 2019 | 5 | |
EGO | Eldorado Gold Corp | 5 | 5 | 0.44% | 0.49% | 0.60% | Q2 2013 | Q2 2014 | 5 |
AMGN | AMGEN INC | 5 | 5 | 0.40% | 0.47% | 0.52% | Q2 2016 | Q2 2017 | 5 |
FWLT | Foster Wheeler AG | 5 | 5 | 0.08% | 0.47% | 0.80% | Q2 2013 | Q2 2014 | 5 |
JPMorgan Global Resear... | 5 | 5 | 0.32% | 0.45% | 0.94% | Q4 2017 | Q4 2018 | 5 | |
MFS International Valu... | 5 | 5 | 0.38% | 0.40% | 0.41% | Q4 2017 | Q4 2018 | 5 | |
Artisan Intl Value Fund | 5 | 5 | 0.36% | 0.38% | 0.40% | Q4 2017 | Q4 2018 | 5 | |
Stone Ridge US Master ... | 5 | 5 | 0.34% | 0.38% | 0.41% | Q2 2013 | Q2 2014 | 5 | |
Parnassus Core Equity ... | 5 | 5 | 0.26% | 0.31% | 0.46% | Q4 2017 | Q4 2018 | 5 | |
BIZD | VANECK VECTORS ETF TR | 3 | 2 | 0.06% | 0.30% | 0.62% | Q3 2017 | Q4 2018 | 5 |
SPYG | SPDR Portfolio S&P 500... | 5 | 5 | 0.13% | 0.26% | 0.51% | Q1 2018 | Q1 2019 | 5 |
SPYD | SPDR Portfolio S&P 500... | 5 | 5 | 0.15% | 0.23% | 0.44% | Q1 2018 | Q1 2019 | 5 |
SPYV | SPDR Port S&P 500 Value | 5 | 5 | 0.12% | 0.22% | 0.50% | Q1 2018 | Q1 2019 | 5 |
Elements International... | 5 | 5 | 0.08% | 0.15% | 0.24% | Q4 2017 | Q4 2018 | 5 | |
Elements International... | 5 | 5 | 0.09% | 0.15% | 0.23% | Q4 2017 | Q4 2018 | 5 | |
Elements US Small Cap ... | 5 | 5 | 0.07% | 0.11% | 0.14% | Q1 2018 | Q1 2019 | 5 | |
Vanguard Dividend Grow... | 5 | 5 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2014 | 5 | |
Mirae Emerging Markets-A | 5 | 5 | 0.06% | 0.07% | 0.07% | Q1 2018 | Q1 2019 | 5 | |
Renhe Commerical Holdi... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 | |
WSH | Willis Group Holdings Plc | 4 | 4 | 0.68% | 0.86% | 1.17% | Q1 2015 | Q4 2015 | 4 |
ENH | Endurance Specialty Ho... | 4 | 4 | 0.08% | 0.68% | 0.99% | Q2 2013 | Q1 2014 | 4 |
PH | Parker-Hannifin Corp. | 4 | 4 | 0.54% | 0.59% | 0.63% | Q2 2013 | Q1 2014 | 4 |
Guggenheim Risk Manage... | 4 | 4 | 0.41% | 0.48% | 0.56% | Q4 2017 | Q3 2018 | 4 | |
CLNS | COLONY NORTHSTAR INC | 4 | 4 | 0.22% | 0.44% | 0.57% | Q2 2017 | Q1 2018 | 4 |
NXPI | NXP Semiconductors NV | 4 | 4 | 0.36% | 0.42% | 0.51% | Q2 2018 | Q1 2019 | 4 |
BRKL | Brookline Bancorp, Inc. | 4 | 4 | 0.32% | 0.33% | 0.35% | Q2 2013 | Q1 2014 | 4 |
VOD | Vodafone Group PLC ADS | 4 | 4 | 0.07% | 0.29% | 0.41% | Q1 2014 | Q4 2014 | 4 |
EADSY | Airbus SE | 4 | 4 | 0.16% | 0.29% | 0.38% | Q2 2018 | Q1 2019 | 4 |
FSFR | Fifth Street Senior Fl... | 4 | 4 | 0.04% | 0.12% | 0.16% | Q4 2014 | Q3 2015 | 4 |
MRO | Marathon Oil Corp | 4 | 4 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q1 2014 | 4 |
VB | Vanguard Small Cap ETF | 3 | 1 | 0.07% | 0.07% | 0.08% | Q2 2017 | Q1 2019 | 4 |
FTV | FORTIVE CORP | 3 | 1 | 0.06% | 0.06% | 0.07% | Q3 2017 | Q3 2018 | 4 |
361 Global Lng/Shrt Eq... | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2018 | 4 | |
COCBF | Coastal Caribbean Oils... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
VOD | Vodafone Group plc ADS | 3 | 3 | 1.04% | 1.40% | 1.70% | Q2 2013 | Q4 2013 | 3 |
TK | Teekay Corporation | 3 | 3 | 1.09% | 1.20% | 1.38% | Q1 2015 | Q3 2015 | 3 |
Stone Ridge Reinsuranc... | 3 | 3 | 0.72% | 0.73% | 0.74% | Q1 2016 | Q3 2016 | 3 | |
BIZD | Market Vectors BDC Inc... | 3 | 3 | 0.16% | 0.66% | 0.93% | Q1 2016 | Q3 2016 | 3 |
AAP | Advance Auto Parts Inc | 3 | 3 | 0.42% | 0.42% | 0.43% | Q4 2015 | Q2 2016 | 3 |
NCLH | Norwegian Cruise Line ... | 3 | 3 | 0.34% | 0.41% | 0.50% | Q3 2018 | Q1 2019 | 3 |
BXLT | Baxalta Inc | 3 | 3 | 0.32% | 0.34% | 0.36% | Q3 2015 | Q1 2016 | 3 |
Sandalwood Opportunity I | 3 | 3 | 0.04% | 0.27% | 0.71% | Q1 2016 | Q3 2016 | 3 | |
GVA | Granite Construction Inc | 3 | 3 | 0.19% | 0.23% | 0.30% | Q3 2018 | Q1 2019 | 3 |
NVDA | NVIDIA Corp | 3 | 3 | 0.09% | 0.21% | 0.42% | Q3 2018 | Q1 2019 | 3 |
SHPG | Shire PLC | 3 | 3 | 0.08% | 0.20% | 0.28% | Q2 2016 | Q4 2016 | 3 |
BIDU | Baidu, Inc. ADS | 3 | 3 | 0.17% | 0.19% | 0.20% | Q3 2018 | Q1 2019 | 3 |
SON | Sonoco Products | 3 | 3 | 0.15% | 0.16% | 0.16% | Q2 2013 | Q4 2013 | 3 |
CVS | CVS HEALTH CORP | 2 | 1 | 0.06% | 0.08% | 0.11% | Q3 2017 | Q3 2018 | 3 |
YCG Enhanced Fund | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2016 | Q3 2016 | 3 | |
VO | Vanguard Mid-Cap ETF | 2 | 1 | 0.06% | 0.06% | 0.07% | Q3 2017 | Q1 2019 | 3 |
FHN | First Horizon National... | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2018 | Q1 2019 | 3 |
CBOE Vest S&P 500 Buff... | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q4 2018 | 3 | |
ISBC | Investor Bankcorp Inc | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q4 2016 | 3 |
LQMT | Liquidmetal Technologi... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
MTSXY | Metal Storm Limited-Sp... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Lotus Pharmaceuticals Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 | |
AHNA | ATC Healthcare Inc-A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
SGRZ | Stonepath Group Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
C | Citigroup Inc. | 2 | 2 | 1.45% | 1.47% | 1.49% | Q3 2015 | Q4 2015 | 2 |
KBR | KBR Inc. | 2 | 2 | 0.88% | 0.96% | 1.03% | Q4 2013 | Q1 2014 | 2 |
ARES | Ares Management LP | 2 | 2 | 0.55% | 0.62% | 0.69% | Q4 2018 | Q1 2019 | 2 |
Griffin Institutional ... | 2 | 2 | 0.46% | 0.56% | 0.68% | Q1 2018 | Q2 2018 | 2 | |
LS Theta Fund Institut... | 2 | 2 | 0.53% | 0.56% | 0.59% | Q4 2017 | Q1 2018 | 2 | |
LIN | Linde PLC | 2 | 2 | 0.55% | 0.55% | 0.56% | Q4 2018 | Q1 2019 | 2 |
ARES | Ares Management LP | 2 | 2 | 0.48% | 0.52% | 0.56% | Q2 2018 | Q3 2018 | 2 |
EUSC | WISDOMTREE TR | 2 | 2 | 0.48% | 0.49% | 0.50% | Q2 2017 | Q3 2017 | 2 |
IBDH | ISHARES TR | 2 | 2 | 0.33% | 0.40% | 0.46% | Q2 2017 | Q3 2017 | 2 |
IBDK | ISHARES TR | 2 | 2 | 0.28% | 0.35% | 0.41% | Q2 2017 | Q3 2017 | 2 |
IBDL | ISHARES TR | 2 | 2 | 0.24% | 0.29% | 0.35% | Q2 2017 | Q3 2017 | 2 |
VCSH | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.23% | 0.28% | 0.34% | Q2 2017 | Q3 2017 | 2 |
ECA | Encana Corp | 2 | 2 | 0.19% | 0.27% | 0.35% | Q4 2018 | Q1 2019 | 2 |
Stone Ridge Reinsuranc... | 2 | 2 | 0.25% | 0.27% | 0.28% | Q4 2013 | Q1 2014 | 2 | |
Third Avenue Real Esta... | 2 | 2 | 0.26% | 0.26% | 0.26% | Q1 2016 | Q2 2016 | 2 | |
TEVA | Teva Pharmaceutical | 2 | 2 | 0.08% | 0.26% | 0.43% | Q2 2013 | Q3 2013 | 2 |
MOLX | Molex Inc | 2 | 2 | 0.20% | 0.22% | 0.25% | Q2 2013 | Q3 2013 | 2 |
RRC | Range Resources Corp | 2 | 2 | 0.18% | 0.22% | 0.26% | Q4 2018 | Q1 2019 | 2 |
NLY | Annaly Capital Mgmt. | 2 | 2 | 0.18% | 0.21% | 0.24% | Q2 2013 | Q3 2013 | 2 |
KEYS | Keysight Technologies ... | 2 | 2 | 0.18% | 0.20% | 0.20% | Q4 2014 | Q1 2015 | 2 |
CHK | Chesapeake Energy Corp | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2013 | Q3 2013 | 2 |
CBOE Vest S&P Dvd Aris... | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2018 | Q3 2018 | 2 | |
V | VISA Inc. | 2 | 2 | 0.15% | 0.18% | 0.20% | Q4 2018 | Q1 2019 | 2 |
VEA | VANGUARD TAX MANAGED I... | 2 | 2 | 0.16% | 0.17% | 0.19% | Q2 2017 | Q3 2017 | 2 |
SHY | ISHARES TR | 2 | 2 | 0.12% | 0.17% | 0.21% | Q2 2017 | Q3 2017 | 2 |
NBR | Nabors Industries Ltd. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2013 | Q3 2013 | 2 |
IBMG | ISHARES TR | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q3 2017 | 2 |
IBMH | ISHARES TR | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2017 | Q3 2017 | 2 |
BSV | VANGUARD BD INDEX FD INC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q2 2017 | Q3 2017 | 2 |
DXJ | WISDOMTREE TR | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q3 2017 | 2 |
VWO | VANGUARD INTL EQUITY I... | 2 | 2 | 0.07% | 0.09% | 0.12% | Q2 2017 | Q3 2017 | 2 |
Vanguard Capital Oppor... | 2 | 2 | 0.05% | 0.08% | 0.11% | Q2 2018 | Q3 2018 | 2 | |
Fidelity Total Market ... | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 | |
Fidelity 500 Index Ins... | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 | |
LJM Preservation & Gro... | 1 | 1 | 0.07% | 0.08% | 0.08% | Q1 2017 | Q4 2017 | 2 | |
Vanguard 500 Index-Adm | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q1 2019 | 2 | |
ORCL | Oracle Corporation | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2018 | Q1 2019 | 2 |
Van Eck Emerging Mark... | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q1 2017 | 2 | |
Fidelity Contrafund | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q4 2018 | 2 | |
CLNY | Colony Capital Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
JASMY | Jasmine International ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
NNSR | Nanosensors Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
AITX | Airtrax | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MDT | Medtronic Inc. | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2014 | Q3 2014 | 1 |
LNC | Lincoln National Corp | 1 | 1 | 0.97% | 0.97% | 0.97% | Q1 2019 | Q1 2019 | 1 |
VRSK | Verisk Analytics, Inc.... | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2019 | Q1 2019 | 1 |
GOLD | Barrick Gold Corp. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2013 | Q2 2013 | 1 |
IDCC | InterDigital Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2013 | Q2 2013 | 1 |
Stone Ridge US Master ... | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2015 | Q4 2015 | 1 | |
HDS | HD Supply Holdings Inc | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2017 | Q1 2017 | 1 |
CFX | Colfax Corporation | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2018 | Q3 2018 | 1 |
MAC | Macerich Company | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2016 | Q2 2016 | 1 |
BGS | B & G FOODS INC NEW | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2017 | Q2 2017 | 1 |
BFA | BROWN FORMAN CORP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2017 | Q2 2017 | 1 |
ABY | Abengoa Yield PLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2015 | Q2 2015 | 1 |
NEP | NextEra Energy Partners | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2015 | Q3 2015 | 1 |
FSLR | First Solar, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2019 | Q1 2019 | 1 |
DXC | DXC Technology | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2019 | Q1 2019 | 1 |
WHF | WhiteHorse Finance Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
BKI | Black Knight | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2017 | Q4 2017 | 1 |
IBDM | ISHARES TR | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2017 | Q2 2017 | 1 |
American Century Equit... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 | |
Vanguard Total Stock M... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 | |
DBD | Diebold Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
SPEM | SPSR Portfolio Emergin... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
RWO | DJ Global Real Estate ETF | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
IWO | IShares Russell 2000 G... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
Vanguard Intermediate ... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 | |
Growth Fund of America... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 | |
VCIT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
ACN | Accenture Plc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
SHM | SPDR SER TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
BKR | BAKER HUGHES A GE CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
MDLZ | Mondelez International... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
MELI | Mercadolibre | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
GILD | Gilead Sciences Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
PBA | Pembina Pipeline Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
SBUX | Starbucks Corporation | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
USQ Core Real Estate Fund | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 | |
PAYX | Paychex, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
AMZN | Amazon.com Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
PYPL | Paypal Holdings | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Griffin Institutional ... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 | |
SPDW | SPDR Portfolio Develop... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
IVV | IShares Core S&P 500 I... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Eaton Vance AMT Muni I... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 | |
Calamos Market Neutral... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 | |
CBWTF | Auxly Cannabis Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GRNE | Green Endeavors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
GZIC | Green Zebra Internatio... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
AITX | Artificial Intelligenc... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
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The securities at the top of the list , including 3M Company, Microsoft Corporation, and Merck & Co. New, are the highest-conviction holdings of TRADITION CAPITAL MANAGEMENT LLC.
The conviction is calculated by counting the number of quarters a security has been reported by TRADITION CAPITAL MANAGEMENT LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that TRADITION CAPITAL MANAGEMENT LLC owns currently or has owned in the past.