237 is the total number of securities CUTLER INVESTMENT COUNSEL LLC has owned. The longest CUTLER INVESTMENT COUNSEL LLC has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IGSB | ISHARES TR | 42 | 42 | 3.93% | 4.56% | 5.50% | Q2 2013 | Q3 2023 | 42 |
VO | VANGUARD INDEX FDS MID... | 42 | 42 | 1.88% | 3.68% | 4.50% | Q2 2013 | Q3 2023 | 42 |
MSFT | MICROSOFT CORP COM | 42 | 42 | 1.73% | 2.82% | 4.10% | Q2 2013 | Q3 2023 | 42 |
HD | HOME DEPOT INC COM | 42 | 42 | 2.08% | 2.67% | 3.44% | Q2 2013 | Q3 2023 | 42 |
CAT | CATERPILLAR INC DEL COM | 42 | 42 | 1.60% | 2.42% | 3.46% | Q2 2013 | Q3 2023 | 42 |
MCD | MCDONALDS CORP COM | 42 | 42 | 1.62% | 2.32% | 2.96% | Q2 2013 | Q3 2023 | 42 |
TXN | TEXAS INSTRUMENTS | 42 | 42 | 1.65% | 2.29% | 2.92% | Q2 2013 | Q3 2023 | 42 |
BDX | BECTON DICKINSON & CO COM | 42 | 42 | 1.64% | 2.10% | 2.65% | Q2 2013 | Q3 2023 | 42 |
CVX | CHEVRON CORP NEW COM | 42 | 42 | 1.06% | 1.94% | 2.83% | Q2 2013 | Q3 2023 | 42 |
XOM | EXXON MOBIL CORP COM | 42 | 42 | 0.95% | 1.93% | 2.66% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON COM | 42 | 42 | 1.38% | 1.89% | 2.46% | Q2 2013 | Q3 2023 | 42 |
PEP | PEPSICO INC COM | 42 | 42 | 1.54% | 1.85% | 2.19% | Q2 2013 | Q3 2023 | 42 |
MRK | MERCK & CO INC NEW COM | 42 | 42 | 1.21% | 1.72% | 2.06% | Q2 2013 | Q3 2023 | 42 |
PG | PROCTER & GAMBLE CO COM | 42 | 42 | 1.31% | 1.69% | 2.07% | Q2 2013 | Q3 2023 | 42 |
VZ | VERIZON COMMUNICATIONS... | 42 | 42 | 0.94% | 1.61% | 2.12% | Q2 2013 | Q3 2023 | 42 |
MTB | M & T BK CORP COM | 42 | 42 | 0.84% | 1.56% | 2.19% | Q2 2013 | Q3 2023 | 42 |
T | AT&T INC COM | 42 | 42 | 0.05% | 1.25% | 2.37% | Q2 2013 | Q3 2023 | 42 |
PNC | PNC FINL SVCS GROUP IN... | 42 | 42 | 0.07% | 0.68% | 1.71% | Q2 2013 | Q3 2023 | 42 |
EMR | EMERSON ELECTRIC | 42 | 42 | 0.13% | 0.42% | 1.85% | Q2 2013 | Q3 2023 | 42 |
NEE | NEXTERA ENERGY INC COM | 42 | 42 | 0.11% | 0.25% | 0.35% | Q2 2013 | Q3 2023 | 42 |
CL | COLGATE PALMOLIVE CO COM | 42 | 42 | 0.09% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
WAFD | WASHINGTON FED INC COM | 42 | 42 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ALL | ALLSTATE CORP COM | 42 | 42 | 0.05% | 0.10% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BMY | BRISTOL MYERS SQUIBB C... | 41 | 41 | 1.27% | 1.96% | 2.96% | Q2 2013 | Q2 2023 | 41 |
DIS | DISNEY WALT CO COM DISNEY | 41 | 41 | 0.04% | 1.66% | 2.97% | Q2 2013 | Q2 2023 | 41 |
DFS | DISCOVER FINL SVCS COM | 27 | 14 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 41 |
DE | DEERE & CO COM | 40 | 40 | 0.95% | 2.47% | 3.50% | Q4 2013 | Q3 2023 | 40 |
INTC | INTEL CORP COM | 40 | 40 | 0.94% | 1.81% | 2.38% | Q2 2013 | Q1 2023 | 40 |
BLK | BLACKROCK INC COM | 39 | 39 | 1.31% | 2.17% | 2.87% | Q1 2014 | Q3 2023 | 39 |
GLD | SPDR GOLD TRUST GOLD SHS | 36 | 3 | 0.05% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 39 |
BSV | VANGUARD BD INDEX FD S... | 30 | 6 | 1.97% | 4.74% | 7.18% | Q2 2013 | Q3 2023 | 36 |
DTD | WISDOMTREE TR | 24 | 12 | 0.07% | 0.29% | 0.57% | Q2 2014 | Q3 2023 | 36 |
WMT | WAL-MART STORES INC COM | 34 | 34 | 1.62% | 1.95% | 2.43% | Q2 2015 | Q3 2023 | 34 |
AAPL | APPLE INC COM | 34 | 34 | 0.07% | 0.32% | 0.84% | Q2 2015 | Q3 2023 | 34 |
EES | WISDOMTREE TRUST SMLCA... | 31 | 31 | 0.04% | 1.17% | 1.95% | Q2 2013 | Q4 2020 | 31 |
VUG | VANGUARD INDEX FDS | 31 | 31 | 0.21% | 0.34% | 0.55% | Q1 2016 | Q3 2023 | 31 |
VBR | VANGUARD SMALL CAP VAL... | 31 | 31 | 0.08% | 0.19% | 0.52% | Q1 2016 | Q3 2023 | 31 |
VBK | VANGUARD SMALL CAP GRO... | 31 | 31 | 0.04% | 0.14% | 0.51% | Q1 2016 | Q3 2023 | 31 |
NTRS | NORTHERN TRUST CORP | 30 | 30 | 0.66% | 1.20% | 1.83% | Q2 2016 | Q3 2023 | 30 |
VTV | VANGUARD VALUE ETF | 28 | 2 | 0.05% | 0.47% | 1.13% | Q1 2016 | Q3 2023 | 30 |
VNQI | VANGUARD INTL EQUITY I... | 29 | 29 | 0.32% | 1.13% | 2.57% | Q3 2016 | Q3 2023 | 29 |
UTX | UNITED TECHNOLOGIES CO... | 28 | 28 | 1.18% | 1.75% | 2.19% | Q2 2013 | Q1 2020 | 28 |
RSG | REPUBLIC SVCS INC COM | 28 | 28 | 0.06% | 1.32% | 2.18% | Q4 2016 | Q3 2023 | 28 |
KR | KROGER CO COM | 28 | 28 | 0.97% | 1.31% | 1.63% | Q4 2016 | Q3 2023 | 28 |
VDE | VANGUARD WORLD FDS ENE... | 16 | 1 | 0.04% | 0.08% | 0.18% | Q2 2013 | Q4 2022 | 28 |
LOW | LOWES COS INC COM | 28 | 28 | 0.05% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 28 |
IEFA | ISHARES TR | 26 | 26 | 0.10% | 2.43% | 2.84% | Q2 2017 | Q3 2023 | 26 |
IBM | INTERNATIONAL BUS MACH... | 11 | 4 | 0.07% | 1.21% | 2.53% | Q2 2013 | Q3 2023 | 26 |
SBUX | STARBUCKS CORP COM | 16 | 10 | 0.05% | 0.09% | 0.18% | Q1 2016 | Q3 2023 | 26 |
IAU | ISHARES GOLD TRUST ISH... | 26 | 26 | 0.05% | 0.07% | 0.09% | Q4 2014 | Q1 2021 | 26 |
GOOGL | ALPHABET INC CLASS A | 26 | 26 | 0.04% | 0.07% | 0.14% | Q2 2017 | Q3 2023 | 26 |
CSCO | CISCO SYS INC COM | 25 | 1 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q3 2023 | 26 |
SPGI | S&P GLOBAL INC | 25 | 25 | 0.14% | 0.22% | 0.30% | Q3 2017 | Q3 2023 | 25 |
PFE | PFIZER INC COM | 20 | 5 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q1 2023 | 25 |
ABC | CENCORA INC | 18 | 7 | 0.04% | 0.05% | 0.07% | Q1 2017 | Q3 2023 | 25 |
BND | VANGUARD TOTAL BOND MA... | 9 | 3 | 0.03% | 0.41% | 1.48% | Q2 2013 | Q3 2023 | 24 |
VT | VANGUARD TOTAL WORLD S... | 24 | 24 | 0.04% | 0.10% | 0.17% | Q4 2017 | Q3 2023 | 24 |
GOOG | ALPHABET INC CLASS C | 24 | 24 | 0.04% | 0.09% | 0.16% | Q4 2017 | Q3 2023 | 24 |
SPEM | SPDR Portfolio Emergin... | 23 | 23 | 0.59% | 2.47% | 3.80% | Q1 2018 | Q3 2023 | 23 |
QCOM | QUALCOMM INC COM | 23 | 23 | 0.71% | 1.31% | 1.73% | Q2 2013 | Q4 2018 | 23 |
EPS | WISDOMTREE TRUST EARNI... | 16 | 7 | 0.07% | 0.16% | 0.20% | Q2 2013 | Q2 2019 | 23 |
IFF | INTERNATIONAL FLAVORS&... | 13 | 1 | 0.03% | 0.05% | 0.06% | Q4 2016 | Q4 2022 | 23 |
RPG | INVESCO S&P 500 PURE G... | 22 | 22 | 3.48% | 6.03% | 8.02% | Q2 2018 | Q3 2023 | 22 |
D | DOMINION RES INC VA NE... | 22 | 22 | 1.20% | 1.65% | 2.17% | Q3 2015 | Q4 2020 | 22 |
MDT | MEDTRONIC PLC SHS | 22 | 22 | 0.90% | 1.48% | 1.97% | Q2 2018 | Q3 2023 | 22 |
PDN | INVESCO FTSE RAFI DEVE... | 22 | 22 | 1.13% | 1.32% | 1.52% | Q2 2018 | Q3 2023 | 22 |
UNP | UNION PACIFIC CORP | 22 | 22 | 1.04% | 1.23% | 1.37% | Q2 2018 | Q3 2023 | 22 |
SLB | SCHLUMBERGER LTD COM | 22 | 22 | 0.33% | 0.83% | 1.51% | Q3 2014 | Q4 2019 | 22 |
MMM | 3M CO COM | 22 | 22 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q1 2022 | 22 |
DOL | WISDOMTREE TRUST INTL ... | 21 | 21 | 2.26% | 5.02% | 6.49% | Q2 2013 | Q2 2018 | 21 |
EFAV | ISHARES TR | 21 | 21 | 2.37% | 2.59% | 2.76% | Q3 2018 | Q3 2023 | 21 |
NFG | NATIONAL FUEL GAS CO N... | 21 | 21 | 1.04% | 1.58% | 2.26% | Q2 2013 | Q2 2018 | 21 |
MMC | MARSH & MCLENNAN COS I... | 21 | 21 | 1.32% | 1.54% | 1.81% | Q3 2017 | Q3 2022 | 21 |
EMLC | VANECK VECTORS JP MORG... | 21 | 21 | 0.93% | 1.10% | 1.18% | Q3 2018 | Q3 2023 | 21 |
VIG | VANGUARD SPECIALIZED P... | 21 | 21 | 0.21% | 0.36% | 0.45% | Q3 2018 | Q3 2023 | 21 |
PRU | PRUDENTIAL FINL INC | 20 | 20 | 0.04% | 1.03% | 1.57% | Q4 2017 | Q3 2022 | 20 |
VNQ | VANGUARD INDEX FDS REI... | 11 | 1 | 0.04% | 0.48% | 1.98% | Q2 2013 | Q3 2023 | 20 |
RPG | RYDEX ETF TRUST GUG S&... | 19 | 19 | 5.38% | 6.32% | 6.80% | Q2 2013 | Q4 2017 | 19 |
PDN | POWERSHARES GLOBAL ETF... | 19 | 19 | 0.15% | 0.95% | 1.93% | Q3 2013 | Q1 2018 | 19 |
SCHZ | SCHWAB US AGGREGATE BO... | 19 | 19 | 0.08% | 0.11% | 0.16% | Q1 2019 | Q3 2023 | 19 |
SCHW | SCHWAB CHARLES CP NEW COM | 13 | 5 | 1.50% | 2.17% | 2.69% | Q2 2013 | Q3 2023 | 18 |
FLRN | SPDR SER TR | 18 | 18 | 0.07% | 1.63% | 2.00% | Q4 2017 | Q1 2022 | 18 |
UPS | UNITED PARCEL SERVICE ... | 11 | 7 | 0.05% | 1.20% | 2.17% | Q1 2015 | Q3 2023 | 18 |
DD | DUPONT DE NEMOURS INC | 18 | 18 | 0.34% | 1.07% | 1.45% | Q2 2019 | Q3 2023 | 18 |
ZBH | ZIMMER BIOMET HOLDINGS... | 8 | 4 | 0.04% | 0.05% | 0.08% | Q4 2016 | Q3 2021 | 18 |
ITUB | ITAU UNIBANCO HLDG SA ... | 18 | 18 | 0.03% | 0.05% | 0.06% | Q3 2015 | Q4 2019 | 18 |
DD | DU PONT E I DE NEMOURS... | 17 | 17 | 1.66% | 2.04% | 2.32% | Q2 2013 | Q2 2017 | 17 |
MBB | ISHARES TR | 17 | 17 | 0.09% | 2.01% | 2.69% | Q2 2019 | Q2 2023 | 17 |
JPM | JPMORGAN CHASE & CO COM | 14 | 1 | 0.04% | 1.00% | 1.56% | Q3 2018 | Q3 2023 | 17 |
NKE | NIKE INC | 17 | 17 | 0.15% | 0.60% | 2.03% | Q3 2019 | Q3 2023 | 17 |
IVV | ISHARES TR | 17 | 17 | 0.19% | 0.48% | 0.90% | Q3 2019 | Q3 2023 | 17 |
AMX | AMERICA MOVIL SAB DE C... | 17 | 17 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q4 2019 | 17 |
AXP | AMERICAN EXPRESS CO COM | 16 | 16 | 1.34% | 2.01% | 2.57% | Q2 2013 | Q1 2017 | 16 |
TGT | TARGET CORP COM | 16 | 16 | 0.81% | 1.85% | 2.61% | Q3 2013 | Q2 2017 | 16 |
MINT | PIMCO ETF TR | 14 | 2 | 0.09% | 0.48% | 1.76% | Q1 2016 | Q3 2023 | 16 |
ABEV | AMBEV SA | 16 | 16 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q1 2020 | 16 |
KT | KT CORP SPONSORED ADR | 15 | 15 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q4 2019 | 15 |
SYY | SYSCO CORP COM | 14 | 14 | 1.16% | 1.31% | 1.43% | Q2 2013 | Q3 2016 | 14 |
CARR | CARRIER GLOBAL CORPORA... | 14 | 14 | 0.24% | 1.07% | 1.41% | Q2 2020 | Q3 2023 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.57% | 0.76% | 1.09% | Q2 2020 | Q3 2023 | 14 |
IJR | ISHARES TR | 14 | 14 | 0.52% | 0.69% | 0.77% | Q2 2020 | Q3 2023 | 14 |
TIP | ISHARES TR BARCLYS TIP... | 7 | 7 | 0.06% | 0.23% | 0.44% | Q2 2013 | Q3 2023 | 14 |
HDG | PROSHARES TR | 14 | 14 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q3 2023 | 14 |
IJH | ISHARES TR CORE S&P MC... | 13 | 1 | 0.04% | 0.06% | 0.13% | Q1 2016 | Q3 2023 | 14 |
VSGX | VANGUARD WORLD FD | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
AEP | AMERICAN ELEC PWR CO INC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q2 2023 | 14 |
SCHP | SCHWAB US TIPS ETF | 6 | 3 | 0.06% | 0.95% | 2.33% | Q1 2016 | Q3 2023 | 13 |
TLH | ISHARES 10-20 YR TRS ETF | 13 | 13 | 0.23% | 0.51% | 0.70% | Q4 2014 | Q4 2017 | 13 |
EFG | ISHARES MSCI EAFE GROW... | 13 | 13 | 0.05% | 0.12% | 0.54% | Q1 2016 | Q1 2019 | 13 |
SPY | SPDR S&P 500 ETF TR | 13 | 13 | 0.04% | 0.12% | 0.21% | Q3 2020 | Q3 2023 | 13 |
VNM | VANECK VIETNAM | 13 | 13 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q4 2019 | 13 |
MON | MONSANTO CO NEW COM | 12 | 12 | 0.91% | 1.27% | 1.45% | Q2 2013 | Q1 2016 | 12 |
PRF | POWERSHARES ETF TRUST ... | 10 | 2 | 0.36% | 0.43% | 0.53% | Q4 2014 | Q1 2018 | 12 |
BIV | VANGUARD BD INDEX FDS | 12 | 12 | 0.07% | 0.26% | 0.73% | Q4 2020 | Q3 2023 | 12 |
BRKB | BERKSHIRE HATHAWAY INC... | 12 | 12 | 0.05% | 0.19% | 0.32% | Q4 2020 | Q3 2023 | 12 |
LNT | ALLIANT ENERGY CORP | 12 | 12 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q4 2022 | 12 |
CMCSA | COMCAST CORP NEW | 11 | 11 | 0.62% | 0.86% | 1.21% | Q1 2021 | Q3 2023 | 11 |
INDA | ISHARES TR MSCI INDIA ETF | 11 | 11 | 0.16% | 0.19% | 0.22% | Q2 2017 | Q4 2019 | 11 |
INCO | COLUMBIA ETF TR II | 11 | 11 | 0.08% | 0.10% | 0.12% | Q2 2017 | Q4 2019 | 11 |
FXI | ISHARES TR CHINA LG-CA... | 11 | 11 | 0.06% | 0.07% | 0.08% | Q3 2017 | Q1 2020 | 11 |
SGTPY | SURGUTNEFTEGAZ | 11 | 11 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q2 2019 | 11 |
ELP | COMPANHIA PARANAENSE E... | 11 | 11 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q4 2019 | 11 |
DEM | WISDOMTREE TRUST EMRG ... | 10 | 10 | 1.19% | 2.58% | 3.52% | Q2 2013 | Q3 2015 | 10 |
AVO | MISSION PRODUCE INC | 10 | 10 | 0.32% | 1.67% | 5.27% | Q2 2021 | Q3 2023 | 10 |
DFAC | DIMENSIONAL ETF TRUST | 10 | 10 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2023 | 10 |
BBD | BANCO BRADESCO S A SP ... | 10 | 10 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2019 | 10 |
CB | CHUBB CORP COM | 9 | 9 | 1.92% | 2.06% | 2.25% | Q2 2013 | Q2 2015 | 9 |
TLT | ISHARES TR 20+ YR TR B... | 9 | 9 | 1.01% | 2.00% | 2.62% | Q4 2014 | Q4 2016 | 9 |
EEM | ISHARES TR MSCI EMG MK... | 9 | 9 | 0.09% | 0.72% | 1.11% | Q4 2015 | Q4 2017 | 9 |
GSST | GOLDMAN SACHS ETF TR | 9 | 9 | 0.31% | 0.61% | 1.03% | Q4 2020 | Q4 2022 | 9 |
VWO | VANGUARD INTL EQUITY I... | 7 | 2 | 0.10% | 0.29% | 0.35% | Q1 2016 | Q3 2023 | 9 |
AMZN | AMAZON COM INC | 9 | 9 | 0.04% | 0.22% | 0.31% | Q3 2021 | Q3 2023 | 9 |
JWN | NORDSTROM | 8 | 8 | 1.98% | 2.15% | 2.33% | Q2 2013 | Q1 2015 | 8 |
COP | CONOCOPHILLIPS | 8 | 8 | 1.41% | 1.71% | 1.97% | Q2 2013 | Q1 2015 | 8 |
SCHA | SCHWAB STRATEGIC TR | 8 | 8 | 0.03% | 0.34% | 0.42% | Q4 2021 | Q3 2023 | 8 |
SCHD | SCHWAB STRATEGIC TR | 8 | 8 | 0.04% | 0.33% | 0.42% | Q4 2021 | Q3 2023 | 8 |
BRMK | BROADMARK RLTY CAP INC | 8 | 8 | 0.12% | 0.21% | 0.32% | Q4 2019 | Q3 2021 | 8 |
VUSB | VANGUARD BD INDEX FDS | 8 | 8 | 0.12% | 0.20% | 0.42% | Q4 2021 | Q3 2023 | 8 |
NPSNY | NASPERS LTD SPON ADR N... | 8 | 8 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q2 2019 | 8 |
ABBV | ABBVIE INC | 8 | 8 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
PTR | PETROCHINA CO LTD ADR | 8 | 8 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q4 2019 | 8 |
TSM | TAIWAN SEMICONDUCTOR M... | 8 | 8 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q4 2019 | 8 |
DWDP | DOWDUPONT INC | 7 | 7 | 1.49% | 1.87% | 2.42% | Q3 2017 | Q1 2019 | 7 |
VTI | VANGUARD INDEX FDS | 7 | 7 | 0.73% | 0.77% | 0.81% | Q1 2022 | Q3 2023 | 7 |
VEA | VANGUARD TAX-MANAGED I... | 7 | 7 | 0.35% | 0.39% | 0.45% | Q1 2022 | Q3 2023 | 7 |
NOBL | PROSHARES TR | 7 | 7 | 0.27% | 0.31% | 0.34% | Q1 2022 | Q3 2023 | 7 |
DTN | WISDOMTREE TRUST DIV E... | 7 | 7 | 0.25% | 0.30% | 0.36% | Q2 2013 | Q4 2014 | 7 |
FNDC | SCHWAB STRATEGIC TR | 7 | 7 | 0.19% | 0.21% | 0.22% | Q1 2022 | Q3 2023 | 7 |
FNDA | SCHWAB STRATEGIC TR | 7 | 7 | 0.18% | 0.20% | 0.21% | Q1 2022 | Q3 2023 | 7 |
COST | COSTCO WHSL CORP NEW | 7 | 7 | 0.13% | 0.17% | 0.24% | Q1 2022 | Q3 2023 | 7 |
FNDF | SCHWAB STRATEGIC TR | 7 | 7 | 0.15% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
VMBS | VANGUARD SCOTTSDALE FDS | 7 | 7 | 0.12% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
SCHX | SCHWAB STRATEGIC TR | 7 | 7 | 0.08% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
IHI | ISHARES TR | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
TSLA | TESLA INC | 7 | 7 | 0.05% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
FNDE | SCHWAB STRATEGIC TR | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
QQQ | INVESCO QQQ TR | 7 | 7 | 0.07% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
PFF | ISHARES TR | 7 | 7 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
ALK | ALASKA AIR GROUP INC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
VYM | VANGUARD WHITEHALL FDS | 7 | 7 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q3 2023 | 7 |
ABT | ABBOTT LABS | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
WFC | WELLS FARGO CO NEW | 7 | 7 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
SHI | SINOPEC SHANGHAI PETRO... | 5 | 2 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q3 2018 | 7 |
IBN | ICICI BK LTD ADR | 7 | 7 | 0.04% | 0.04% | 0.05% | Q3 2015 | Q1 2017 | 7 |
V | VISA INC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
SGOL | ABRDN GOLD ETF TRUST | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
XLU | SELECT SECTOR SPDR TR | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
SLV | ISHARES SILVER TR | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
ADM | ARCHER-DANIELS-MID | 6 | 6 | 1.38% | 1.54% | 1.79% | Q2 2013 | Q3 2014 | 6 |
GIS | GENERAL MLS INC COM | 4 | 2 | 0.03% | 0.95% | 1.66% | Q2 2017 | Q1 2023 | 6 |
BNDX | VANGUARD CHARLOTTE FDS | 4 | 2 | 0.11% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 6 |
NAC | NUVEEN CA DIVIDEND ADV... | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2016 | Q3 2017 | 6 |
TLK | P T TELEKOMUNIKASI IND... | 4 | 2 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q4 2017 | 6 |
LIT | GLOBAL X FDS | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2023 | 6 |
NEA | NUVEEN AMT FREE QLTY M... | 4 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
GCV | GABELLI CONV & INC SEC... | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
PRF | INVESCO FTSE RAFI US 1... | 5 | 5 | 0.21% | 0.28% | 0.38% | Q2 2018 | Q2 2019 | 5 |
NSC | NORFOLK SOUTHERN CORP COM | 5 | 5 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q2 2014 | 5 |
IWD | ISHARES TR RUS 1000 VA... | 2 | 1 | 0.04% | 0.10% | 0.30% | Q4 2017 | Q4 2019 | 5 |
BOBE | BOB EVANS FARMS INC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q4 2016 | Q4 2017 | 5 |
NPSNY | NASPERS LTD SPON ADR N... | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q2 2017 | 5 |
SCCO | SOUTHERN COPPER CORP COM | 4 | 1 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q4 2019 | 5 |
SHYG | ISHARES HIGH YIELD COR... | 4 | 4 | 1.71% | 1.83% | 2.06% | Q1 2017 | Q4 2017 | 4 |
GOVT | ISHARES TR | 4 | 4 | 0.07% | 1.65% | 2.26% | Q4 2022 | Q3 2023 | 4 |
DJP | IPATH COMMODITY ETF | 4 | 4 | 0.11% | 1.09% | 1.44% | Q4 2017 | Q3 2018 | 4 |
IGLB | ISHARES 10+ YR CR BD ETF | 4 | 4 | 0.09% | 0.65% | 1.05% | Q4 2014 | Q3 2015 | 4 |
AGG | ISHARES TR CORE US AGG... | 4 | 4 | 0.06% | 0.19% | 0.44% | Q1 2016 | Q4 2016 | 4 |
MHFI | MCGRAW-HILL | 4 | 4 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q1 2014 | 4 |
VCSH | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
INPTF | BARCLAYS BK PLC IPMS I... | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2016 | Q1 2017 | 4 |
SCZ | ISHARES TR | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
NVDA | NVIDIA CORPORATION | 3 | 1 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 4 |
HDB | HDFC BANK LTD | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q4 2019 | 4 |
VXF | VANGUARD INDEX FDS | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
BAB | INVESCO EXCH TRADED FD... | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
KMB | KIMBERLY CLARK | 3 | 3 | 1.76% | 1.84% | 1.94% | Q2 2013 | Q4 2013 | 3 |
HON | HONEYWELL INTL INC COM | 3 | 3 | 0.78% | 1.53% | 1.92% | Q2 2013 | Q4 2013 | 3 |
IUSG | ISHARES TR | 3 | 3 | 0.06% | 1.46% | 2.21% | Q1 2023 | Q3 2023 | 3 |
EMLC | VANECK VECTORS JP MORG... | 3 | 3 | 0.06% | 0.93% | 1.46% | Q4 2017 | Q2 2018 | 3 |
DOW | DOW INC | 3 | 3 | 0.43% | 0.44% | 0.45% | Q2 2019 | Q4 2019 | 3 |
QSY | WISDOMTREE TRUST LRGEC... | 3 | 3 | 0.39% | 0.40% | 0.41% | Q2 2013 | Q4 2013 | 3 |
OTIS | OTIS WORLDWIDE CORP | 3 | 3 | 0.31% | 0.31% | 0.32% | Q2 2020 | Q4 2020 | 3 |
PEG | PUBLIC SVC ENTERPRISE COM | 2 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q2 2014 | 3 |
BA | BOEING CO | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
EMB | ISHARES TR | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
GRAM | GRANA Y MONTERO S A A | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
CVS | CVS HEALTH CORP | 2 | 2 | 0.98% | 1.34% | 1.69% | Q2 2023 | Q3 2023 | 2 |
NUE | NUCOR CORP COM | 1 | 1 | 0.58% | 0.60% | 0.62% | Q2 2013 | Q4 2013 | 2 |
PSX | PHILLIPS 66 COM | 1 | 1 | 0.30% | 0.30% | 0.32% | Q2 2013 | Q4 2013 | 2 |
ADBE | ADOBE SYSTEMS INCORPOR... | 1 | 1 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2021 | 2 |
IVOO | VANGUARD S&P MID CAP 4... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q2 2016 | 2 |
BOND INDS INC COM | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 | |
PKX | POSCO SPONSORED ADR | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
TQQQ | PROSHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2023 | 2 |
LQD | ISHARES TR | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
VALE | VALE S A ADR | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q4 2015 | 2 |
DHF | BNY MELLON HIGH YIELD ... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
ALK | ALASKA AIR GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
RPG | POWERSHARES S&P 500 PU... | 1 | 1 | 5.86% | 5.86% | 5.86% | Q1 2018 | Q1 2018 | 1 |
NEM | NEWMONT MINING CORPORA... | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2013 | Q2 2013 | 1 |
CTVA | CORTEVA INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2019 | Q2 2019 | 1 |
EFV | ISHARES MSCI EAFE VALU... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2016 | Q1 2016 | 1 |
SPAB | SPDR SER TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
IEI | ISHARES 3-7 YR TR BD ETF | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
DVY | iShares Select Dividend | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
IAU | ISHARES GOLD TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
IWR | ISHARES TR RUS MID-CAP... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
FNGO | BANK OF MONTREAL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
BX | BLACKSTONE GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
ARGT | GLOBAL X MSCI ARGENTIN... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
REMX | VANECK ETF TRUST | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
IAGG | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
REET | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
EWM | ISHARES MSCI MALAYSI ETF | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
BP | BP PLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
EWM | ISHARES MSCI MALAYSI ETF | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
QQQ | INVESCO QQQ TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Download |
The securities at the top of the list , including ISHARES TR, VANGUARD INDEX FDS MID CAP ETF, and MICROSOFT CORP COM, are the highest-conviction holdings of CUTLER INVESTMENT COUNSEL LLC.
The conviction is calculated by counting the number of quarters a security has been reported by CUTLER INVESTMENT COUNSEL LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that CUTLER INVESTMENT COUNSEL LLC owns currently or has owned in the past.