596 is the total number of securities Buffington Mohr McNeal has owned. The longest Buffington Mohr McNeal has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SCHX | SCHWAB U.S. LARGE-CAP ETF | 42 | 42 | 5.75% | 6.93% | 9.52% | Q2 2013 | Q3 2023 | 42 |
IGSB | ISHARES SHORT TERM COR... | 42 | 42 | 2.63% | 5.19% | 9.11% | Q2 2013 | Q3 2023 | 42 |
XLK | TECH SELECT SPDR | 42 | 42 | 0.71% | 3.81% | 4.68% | Q2 2013 | Q3 2023 | 42 |
COST | COSTCO WHSL CORP NEW COM | 42 | 42 | 2.22% | 3.41% | 4.76% | Q2 2013 | Q3 2023 | 42 |
MSFT | MICROSOFT CORP COM | 42 | 42 | 1.71% | 3.16% | 5.43% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON COM | 42 | 42 | 0.15% | 1.16% | 1.96% | Q2 2013 | Q3 2023 | 42 |
XOM | EXXON MOBIL CORP COM | 42 | 42 | 0.05% | 1.14% | 3.13% | Q2 2013 | Q3 2023 | 42 |
CVX | CHEVRON CORP NEW COM | 42 | 42 | 0.20% | 0.72% | 1.17% | Q2 2013 | Q3 2023 | 42 |
MU | MICRON TECHNOLOGY INC COM | 42 | 42 | 0.20% | 0.68% | 1.18% | Q2 2013 | Q3 2023 | 42 |
VZ | VERIZON COMMUNICATIONS... | 42 | 42 | 0.04% | 0.55% | 1.38% | Q2 2013 | Q3 2023 | 42 |
UNP | UNION PACIFIC CORP COM | 42 | 42 | 0.12% | 0.20% | 0.27% | Q2 2013 | Q3 2023 | 42 |
IBM | INT'L BUS MACH | 42 | 42 | 0.06% | 0.18% | 0.48% | Q2 2013 | Q3 2023 | 42 |
IDA | IDACORP INC COM | 41 | 41 | 0.08% | 0.19% | 0.39% | Q3 2013 | Q3 2023 | 41 |
WFC | WELLS FARGO CO NEW COM | 27 | 11 | 0.08% | 0.17% | 0.72% | Q2 2013 | Q3 2023 | 38 |
ECL | ECOLAB INC COM | 36 | 36 | 0.10% | 1.24% | 1.82% | Q4 2014 | Q3 2023 | 36 |
TXN | TEXAS INSTRS INC COM | 32 | 3 | 0.09% | 0.70% | 1.32% | Q3 2014 | Q3 2023 | 35 |
PEP | PEPSICO INC COM | 22 | 1 | 0.02% | 0.61% | 1.18% | Q2 2013 | Q3 2023 | 35 |
PG | PROCTOR & GAMBLE | 17 | 9 | 0.04% | 0.42% | 1.34% | Q2 2013 | Q4 2022 | 35 |
SPY | SPDR TRUST SRS 1 | 26 | 4 | 0.06% | 0.17% | 0.25% | Q3 2013 | Q3 2023 | 35 |
MS | MORGAN STANLEY COM NEW | 19 | 15 | 0.05% | 0.80% | 2.22% | Q4 2014 | Q3 2023 | 34 |
IWM | ISHARES RUSSELL 2000 ETF | 34 | 34 | 0.07% | 0.11% | 0.15% | Q2 2015 | Q3 2023 | 34 |
BRKB | BERKSHIRE HATHAWAY INC... | 32 | 1 | 0.14% | 0.20% | 0.33% | Q2 2013 | Q3 2023 | 33 |
DHR | DANAHER CORPORATION COM | 32 | 32 | 0.88% | 2.88% | 4.11% | Q4 2015 | Q3 2023 | 32 |
TMO | THERMO FISHER SCIENTIF... | 32 | 32 | 0.42% | 2.56% | 3.73% | Q4 2015 | Q3 2023 | 32 |
FIS | FIDELITY NATL INFORMAT... | 32 | 32 | 0.14% | 1.99% | 4.59% | Q4 2015 | Q3 2023 | 32 |
ABT | ABBOTT LABS COM | 32 | 32 | 0.14% | 1.87% | 2.52% | Q4 2015 | Q3 2023 | 32 |
APH | AMPHENOL CORP NEW CL A | 32 | 32 | 0.52% | 1.79% | 2.69% | Q4 2015 | Q3 2023 | 32 |
HON | HONEYWELL INTL INC COM | 32 | 32 | 0.36% | 1.62% | 2.59% | Q4 2015 | Q3 2023 | 32 |
JPM | JPMORGAN CHASE & CO COM | 32 | 32 | 0.30% | 1.55% | 2.22% | Q4 2015 | Q3 2023 | 32 |
AME | AMETEK INC NEW COM | 32 | 32 | 0.54% | 1.43% | 2.33% | Q4 2015 | Q3 2023 | 32 |
TFX | TELEFLEX INCORPORATED COM | 32 | 32 | 0.18% | 1.32% | 2.07% | Q4 2015 | Q3 2023 | 32 |
FISV | FISERV INC COM | 32 | 32 | 0.81% | 1.20% | 1.76% | Q4 2015 | Q3 2023 | 32 |
HD | HOME DEPOT INC COM | 32 | 32 | 0.17% | 0.48% | 0.79% | Q4 2015 | Q3 2023 | 32 |
HSIC | SCHEIN HENRY INC COM | 32 | 32 | 0.14% | 0.35% | 0.73% | Q4 2015 | Q3 2023 | 32 |
AWK | AMERICAN WTR WKS CO IN... | 32 | 32 | 0.17% | 0.34% | 0.43% | Q4 2015 | Q3 2023 | 32 |
RHI | ROBERT HALF INTL INC COM | 32 | 32 | 0.14% | 0.23% | 0.36% | Q4 2015 | Q3 2023 | 32 |
NKE | NIKE INC CL B | 32 | 32 | 0.05% | 0.22% | 0.31% | Q4 2015 | Q3 2023 | 32 |
MTB | M & T BK CORP COM | 32 | 32 | 0.07% | 0.22% | 0.42% | Q4 2015 | Q3 2023 | 32 |
CHD | CHURCH & DWIGHT INC COM | 32 | 32 | 0.14% | 0.20% | 0.30% | Q4 2015 | Q3 2023 | 32 |
IEX | IDEX CORP COM | 32 | 32 | 0.09% | 0.16% | 0.43% | Q4 2015 | Q3 2023 | 32 |
ADP | AUTOMATIC DATA PROCESS... | 32 | 32 | 0.12% | 0.16% | 0.20% | Q4 2015 | Q3 2023 | 32 |
MSM | MSC INDL DIRECT INC CL A | 32 | 32 | 0.06% | 0.14% | 0.30% | Q4 2015 | Q3 2023 | 32 |
PFE | PFIZER INC COM | 32 | 32 | 0.08% | 0.14% | 0.20% | Q4 2015 | Q3 2023 | 32 |
VNQ | VGUARD US REIT | 31 | 31 | 0.07% | 2.21% | 3.86% | Q2 2015 | Q4 2022 | 31 |
AMZN | AMAZON COM INC COM | 31 | 31 | 0.06% | 0.75% | 1.61% | Q1 2016 | Q3 2023 | 31 |
XYL | XYLEM INC COM | 31 | 31 | 0.07% | 0.68% | 1.66% | Q4 2015 | Q2 2023 | 31 |
WAT | WATERS CORP COM | 31 | 31 | 0.04% | 0.19% | 0.33% | Q4 2015 | Q2 2023 | 31 |
CMCSA | COMCAST CORP NEW CL A | 30 | 30 | 0.13% | 1.09% | 1.78% | Q2 2016 | Q3 2023 | 30 |
AAPL | APPLE INC COM | 26 | 4 | 0.05% | 0.79% | 2.05% | Q1 2016 | Q3 2023 | 30 |
SLQD | ISHARES 0-5 Yr CORP | 28 | 28 | 0.10% | 1.61% | 3.33% | Q4 2016 | Q3 2023 | 28 |
GOOGL | ALPHABET INC CAP STK CL A | 28 | 28 | 0.07% | 0.47% | 0.74% | Q4 2016 | Q3 2023 | 28 |
EPD | ENTERPRISE PRODUCTS PA... | 27 | 1 | 0.05% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 28 |
CCI | CROWN CASTLE INTL CORP... | 27 | 27 | 0.28% | 1.84% | 2.47% | Q1 2017 | Q3 2023 | 27 |
IVV | ISHARES CORE S&P 500 ETF | 27 | 27 | 0.38% | 1.24% | 3.07% | Q1 2017 | Q3 2023 | 27 |
USB | US BANCORP DEL COM NEW | 27 | 27 | 0.23% | 0.62% | 1.19% | Q1 2017 | Q3 2023 | 27 |
COP | CONOCOPHILLIPS COM | 27 | 27 | 0.10% | 0.49% | 0.97% | Q2 2013 | Q4 2019 | 27 |
GOOG | ALPHABET INC CAP STK CL C | 27 | 27 | 0.15% | 0.44% | 0.72% | Q1 2017 | Q3 2023 | 27 |
VOO | VANGUARD S&P 500 ETF | 27 | 27 | 0.26% | 0.31% | 0.36% | Q1 2017 | Q3 2023 | 27 |
DSI | ISHARES MSCI KLD 400 S... | 27 | 27 | 0.07% | 0.17% | 0.21% | Q1 2017 | Q3 2023 | 27 |
MMM | 3M CO COM | 27 | 27 | 0.05% | 0.13% | 0.29% | Q1 2017 | Q3 2023 | 27 |
APD | AIR PRODS & CHEMS INC COM | 26 | 26 | 0.15% | 1.77% | 2.42% | Q2 2017 | Q3 2023 | 26 |
V | VISA INC COM CL A | 26 | 26 | 0.16% | 1.25% | 2.07% | Q2 2017 | Q3 2023 | 26 |
MAS | MASCO CORP COM | 22 | 4 | 0.05% | 0.95% | 1.37% | Q2 2013 | Q1 2021 | 26 |
VCSH | VANGUARD SHORT-TERM CO... | 26 | 26 | 0.14% | 0.36% | 0.63% | Q2 2017 | Q3 2023 | 26 |
FTEC | FIDELITY MSCI INFORMAT... | 26 | 26 | 0.19% | 0.25% | 0.30% | Q2 2017 | Q3 2023 | 26 |
UNH | UNITEDHEALTH GROUP INC... | 26 | 26 | 0.18% | 0.25% | 0.39% | Q2 2017 | Q3 2023 | 26 |
GLW | CORNING INC COM | 26 | 26 | 0.08% | 0.23% | 0.31% | Q2 2017 | Q3 2023 | 26 |
LLY | LILLY ELI & CO COM | 26 | 26 | 0.08% | 0.22% | 0.36% | Q2 2017 | Q3 2023 | 26 |
INTC | INTEL CORP COM | 26 | 26 | 0.05% | 0.13% | 0.38% | Q4 2015 | Q1 2022 | 26 |
BAC | BK OF AMERICA CORP COM | 25 | 25 | 0.08% | 0.28% | 0.39% | Q3 2017 | Q3 2023 | 25 |
NXPI | NXP SEMICONDUCTORS N V... | 25 | 25 | 0.14% | 0.25% | 0.38% | Q3 2017 | Q3 2023 | 25 |
FREL | FIDELITY US REIT | 25 | 25 | 0.06% | 0.15% | 0.20% | Q4 2016 | Q4 2022 | 25 |
MRK | MERCK & CO. INC COM | 22 | 1 | 0.10% | 0.80% | 2.07% | Q1 2016 | Q3 2023 | 24 |
DIS | DISNEY WALT CO COM DISNEY | 23 | 1 | 0.06% | 0.27% | 0.46% | Q4 2015 | Q3 2023 | 24 |
MKL | MARKEL CORP COM | 24 | 24 | 0.19% | 0.23% | 0.26% | Q2 2017 | Q1 2023 | 24 |
VMC | VULCAN MATLS CO COM | 19 | 5 | 0.06% | 0.18% | 0.29% | Q2 2017 | Q3 2023 | 24 |
ORCL | ORACLE CORP COM | 14 | 1 | 0.05% | 0.10% | 0.21% | Q4 2015 | Q3 2023 | 24 |
INFO | IHS MARKIT LTD SHS | 22 | 22 | 0.32% | 1.11% | 1.98% | Q3 2016 | Q4 2021 | 22 |
PFF | ISHARES U.S. PREFERRED... | 21 | 1 | 0.12% | 0.59% | 5.03% | Q2 2013 | Q4 2021 | 22 |
RSP | INVESCO S&P 500 EQUAL ... | 22 | 22 | 0.37% | 0.47% | 0.60% | Q2 2018 | Q3 2023 | 22 |
QQQ | INVESCO QQQ TRUST SERI... | 22 | 22 | 0.07% | 0.09% | 0.12% | Q2 2018 | Q3 2023 | 22 |
SNA | SNAP ON INC COM | 21 | 21 | 0.15% | 0.38% | 0.62% | Q4 2015 | Q4 2020 | 21 |
WAB | WABTEC CORP COM | 21 | 21 | 0.16% | 0.27% | 0.39% | Q4 2015 | Q4 2020 | 21 |
PGX | PWRSHRS PFD STK INDEX | 20 | 20 | 0.44% | 4.40% | 6.24% | Q2 2013 | Q1 2018 | 20 |
GE | GENERAL ELECTRIC CO COM | 19 | 1 | 0.00% | 1.06% | 1.66% | Q2 2013 | Q1 2019 | 20 |
CSCO | CISCO SYSTEMS | 10 | 2 | 0.06% | 0.44% | 1.34% | Q2 2013 | Q3 2023 | 20 |
ABC | AMERISOURCEBERGEN CORP... | 13 | 1 | 0.00% | 0.44% | 0.67% | Q2 2013 | Q1 2019 | 19 |
EOG | EOG RESOURCES | 19 | 19 | 0.07% | 0.29% | 0.46% | Q1 2015 | Q3 2019 | 19 |
IWF | ISHARES RUSSELL 1000 G... | 19 | 19 | 0.19% | 0.23% | 0.30% | Q3 2018 | Q1 2023 | 19 |
VEA | VANGUARD FTSE DEVELOPE... | 19 | 19 | 0.10% | 0.18% | 0.45% | Q2 2017 | Q4 2021 | 19 |
AL | AIR LEASE CORP CL A | 18 | 18 | 0.27% | 1.56% | 2.18% | Q4 2015 | Q1 2020 | 18 |
SYNH | SYNEOS HEALTH INC CL A | 18 | 18 | 0.90% | 1.14% | 1.46% | Q1 2018 | Q2 2022 | 18 |
CNC | CENTENE CORP DEL COM | 18 | 18 | 0.12% | 0.25% | 0.36% | Q2 2019 | Q3 2023 | 18 |
SEDG | SOLAREDGE TECHNOLOGIES... | 18 | 18 | 0.06% | 0.24% | 0.50% | Q1 2019 | Q2 2023 | 18 |
SBUX | STARBUCKS CORP COM | 11 | 7 | 0.04% | 0.13% | 0.23% | Q2 2015 | Q4 2019 | 18 |
GPC | GENUINE PARTS CO COM | 12 | 1 | 0.05% | 0.06% | 0.08% | Q4 2015 | Q3 2023 | 18 |
UTX | UNITED TECHNOLOGIES CO... | 17 | 17 | 0.18% | 0.66% | 1.63% | Q4 2015 | Q4 2019 | 17 |
IQV | IQVIA HLDGS INC COM | 17 | 17 | 0.45% | 0.54% | 0.67% | Q4 2017 | Q4 2021 | 17 |
PNC | PNC FINL SVCS GROUP IN... | 17 | 17 | 0.06% | 0.09% | 0.16% | Q1 2018 | Q1 2022 | 17 |
CELG | CELGENE CORP COM | 16 | 16 | 0.06% | 0.64% | 1.10% | Q2 2015 | Q1 2019 | 16 |
SUSB | ISHARES ESG AWARE 1-5 ... | 15 | 1 | 0.04% | 0.25% | 0.31% | Q1 2019 | Q1 2023 | 16 |
BHK | BLACKROCK CORE BD TR S... | 16 | 16 | 0.07% | 0.16% | 0.29% | Q4 2018 | Q3 2022 | 16 |
HPI | HANCOCK JOHN PFD INCOM... | 16 | 16 | 0.06% | 0.16% | 0.33% | Q4 2018 | Q3 2022 | 16 |
MDY | SPDR S&P MIDCAP 400 ETF | 11 | 5 | 0.04% | 0.11% | 0.20% | Q2 2017 | Q4 2021 | 16 |
SDY | SPDR S&P DIVIDEND ETF | 11 | 5 | 0.06% | 0.09% | 0.16% | Q2 2017 | Q2 2021 | 16 |
WMT | WALMART INC COM | 15 | 1 | 0.01% | 0.09% | 0.24% | Q1 2019 | Q3 2023 | 16 |
LAUDUS INT'L MRKTMASTE... | 15 | 15 | 5.75% | 10.19% | 12.24% | Q2 2013 | Q4 2016 | 15 | |
IJR | ISHARES S&P SMALL-CAP ... | 15 | 15 | 1.66% | 4.60% | 5.74% | Q4 2016 | Q2 2020 | 15 |
PGX | INVESCO PREFERRED ETF | 15 | 15 | 1.71% | 2.81% | 3.91% | Q2 2018 | Q4 2021 | 15 |
VANGUARD S/T TREASURY FD | 15 | 15 | 0.75% | 1.31% | 1.62% | Q2 2013 | Q4 2016 | 15 | |
XLNX | XILINX INC COM | 9 | 6 | 0.11% | 0.98% | 1.96% | Q1 2016 | Q4 2021 | 15 |
US BANCORP | 15 | 15 | 0.80% | 0.91% | 0.99% | Q2 2013 | Q4 2016 | 15 | |
LAUDUS INT'L MRKTMASTE... | 15 | 15 | 0.20% | 0.36% | 0.44% | Q2 2013 | Q4 2016 | 15 | |
RTX | RTX CORPORATION COM | 15 | 15 | 0.15% | 0.34% | 1.21% | Q1 2020 | Q3 2023 | 15 |
FIDELITY CONTRAFUND | 15 | 15 | 0.12% | 0.22% | 0.30% | Q2 2013 | Q4 2016 | 15 | |
VOO | VANGUARD S&P 500 | 15 | 15 | 0.13% | 0.20% | 0.25% | Q2 2013 | Q4 2016 | 15 |
KO | COCA COLA CO COM | 12 | 1 | 0.02% | 0.19% | 0.27% | Q4 2016 | Q3 2023 | 15 |
SCHA | SCHWAB U.S. SMALL-CAP ETF | 15 | 15 | 0.11% | 0.17% | 0.21% | Q4 2016 | Q2 2020 | 15 |
SCHWAB 1000 FD | 15 | 15 | 0.08% | 0.14% | 0.16% | Q2 2013 | Q4 2016 | 15 | |
COL | ROCKWELL COLLINS INC COM | 14 | 14 | 0.18% | 1.42% | 2.62% | Q2 2015 | Q3 2018 | 14 |
BDX | BECTON DICKINSON & CO COM | 14 | 14 | 0.29% | 1.22% | 1.87% | Q1 2018 | Q2 2021 | 14 |
BR | BROADRIDGE FINL SOLUTI... | 14 | 14 | 0.06% | 0.82% | 1.21% | Q2 2020 | Q3 2023 | 14 |
SLB | SCHLUMBERGER LTD COM | 6 | 1 | 0.03% | 0.53% | 1.31% | Q2 2013 | Q1 2019 | 14 |
ARTISAN INTL FD | 14 | 14 | 0.22% | 0.38% | 0.46% | Q2 2013 | Q3 2016 | 14 | |
CLVT | CLARIVATE PLC ORD SHS | 14 | 14 | 0.04% | 0.35% | 0.80% | Q1 2020 | Q2 2023 | 14 |
RPM | RPM INTL INC COM | 14 | 14 | 0.01% | 0.34% | 0.47% | Q4 2015 | Q1 2019 | 14 |
NEM | NEWMONT MINING CORP COM | 14 | 14 | 0.13% | 0.24% | 0.33% | Q2 2020 | Q3 2023 | 14 |
CVS | CVS HEALTH CORP COM | 14 | 14 | 0.06% | 0.18% | 0.31% | Q2 2020 | Q3 2023 | 14 |
CARR | CARRIER GLOBAL CORPORA... | 14 | 14 | 0.08% | 0.17% | 0.25% | Q2 2020 | Q3 2023 | 14 |
HDS | HD SUPPLY HLDGS INC COM | 14 | 14 | 0.08% | 0.12% | 0.15% | Q2 2017 | Q3 2020 | 14 |
RDSA | ROYAL DUTCH SHELL PLC ... | 10 | 4 | 0.07% | 0.10% | 0.20% | Q1 2016 | Q4 2019 | 14 |
VTI | VANGUARD TOTAL STOCK M... | 10 | 1 | 0.04% | 0.08% | 0.14% | Q1 2019 | Q3 2023 | 14 |
BCSPRDCL | BARCLAYS BK 8.125% CAL... | 14 | 14 | 0.05% | 0.07% | 0.09% | Q3 2013 | Q4 2016 | 14 |
MERPRPCL | MERRILL LYNCH 7.375% C... | 14 | 14 | 0.05% | 0.07% | 0.09% | Q3 2013 | Q4 2016 | 14 |
PPL | PPL CORP COM | 7 | 1 | 0.03% | 0.06% | 0.08% | Q3 2013 | Q1 2019 | 14 |
OPPENHEIMER INTL GROWTH | 13 | 13 | 2.24% | 3.35% | 4.18% | Q4 2013 | Q4 2016 | 13 | |
CTLT | CATALENT INC COM | 13 | 13 | 0.09% | 1.41% | 2.16% | Q1 2020 | Q1 2023 | 13 |
KKR | KKR & CO INC COM | 13 | 13 | 0.27% | 1.26% | 1.69% | Q3 2020 | Q3 2023 | 13 |
GD | GENERAL DYNAMICS CORP COM | 13 | 13 | 0.24% | 0.60% | 0.82% | Q1 2016 | Q1 2019 | 13 |
ZBH | ZIMMER HOLDINGS | 9 | 4 | 0.06% | 0.41% | 0.62% | Q2 2013 | Q4 2019 | 13 |
RBSPRTCL | ROYAL BK SCOTLND 7.25%... | 13 | 13 | 0.20% | 0.27% | 0.33% | Q2 2013 | Q2 2016 | 13 |
ACN | ACCENTURE PLC IRELAND ... | 12 | 1 | 0.00% | 0.24% | 0.31% | Q1 2019 | Q3 2023 | 13 |
CME | CME GROUP INC COM CL A | 12 | 1 | 0.00% | 0.22% | 0.31% | Q2 2014 | Q1 2019 | 13 |
BCSPRCL | BARCLAYS BK 6.625% PERP | 13 | 13 | 0.10% | 0.14% | 0.17% | Q2 2013 | Q2 2016 | 13 |
IBDO | ISHARES IBONDS 2023 CO... | 13 | 13 | 0.08% | 0.12% | 0.17% | Q3 2020 | Q3 2023 | 13 |
VANGUARD INTR/T INV GR... | 13 | 13 | 0.05% | 0.12% | 0.20% | Q2 2013 | Q2 2016 | 13 | |
THOMPSON BOND FD | 13 | 13 | 0.04% | 0.06% | 0.07% | Q3 2013 | Q3 2016 | 13 | |
JP MORGAN HIGH YLD BD | 10 | 2 | 2.73% | 4.73% | 6.78% | Q4 2013 | Q4 2016 | 12 | |
BSCI | GUGGENHEIM BULLETSHARE... | 12 | 12 | 0.30% | 1.73% | 2.13% | Q1 2015 | Q4 2017 | 12 |
BBT | BB&T CORPORATION COM | 12 | 12 | 0.16% | 1.06% | 1.39% | Q3 2015 | Q2 2018 | 12 |
URI | UNITED RENTALS INC COM | 8 | 1 | 0.01% | 1.00% | 2.10% | Q2 2017 | Q3 2023 | 12 |
PSK | SPDR WELLS FARGO PREFE... | 12 | 12 | 0.06% | 0.69% | 1.15% | Q1 2019 | Q4 2021 | 12 |
Q | QUINTILES IMS HOLDINGS... | 12 | 12 | 0.10% | 0.49% | 0.70% | Q4 2014 | Q3 2017 | 12 |
IHAK | ISHARES CYBERSECURITY ... | 12 | 12 | 0.15% | 0.16% | 0.21% | Q4 2020 | Q3 2023 | 12 |
CRM | SALESFORCE INC COM | 9 | 1 | 0.00% | 0.14% | 0.24% | Q1 2019 | Q2 2023 | 12 |
UPS | UNITED PARCEL SERVICE ... | 8 | 4 | 0.06% | 0.12% | 0.18% | Q2 2017 | Q3 2023 | 12 |
WY | WEYERHAEUSER CO COM | 8 | 4 | 0.05% | 0.11% | 0.14% | Q1 2016 | Q1 2019 | 12 |
NEE | NEXTERA ENERGY INC COM | 11 | 1 | 0.02% | 0.08% | 0.25% | Q1 2019 | Q3 2023 | 12 |
MLM | MARTIN MARIETTA MATLS ... | 10 | 1 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q4 2022 | 12 |
MYL | MYLAN LABS | 11 | 11 | 1.47% | 1.88% | 2.37% | Q2 2013 | Q4 2015 | 11 |
BSCH | GUGGENHEIM BULLETSHARE... | 11 | 11 | 0.57% | 1.33% | 1.88% | Q4 2014 | Q2 2017 | 11 |
PEG | PUBLIC SVC ENTERPRISE ... | 11 | 11 | 0.06% | 0.60% | 1.15% | Q2 2015 | Q4 2017 | 11 |
FLOT | ISHARES FLTING RATE NOTE | 10 | 1 | 0.03% | 0.45% | 0.72% | Q2 2013 | Q1 2019 | 11 |
VWO | VANGUARD FTSE EMERGING... | 11 | 11 | 0.14% | 0.24% | 0.29% | Q2 2017 | Q4 2019 | 11 |
FIDELITY SPARTAN TOTAL... | 11 | 11 | 0.10% | 0.14% | 0.18% | Q2 2014 | Q4 2016 | 11 | |
EW | EDWARDS LIFESCIENCES C... | 11 | 11 | 0.06% | 0.11% | 0.13% | Q1 2021 | Q3 2023 | 11 |
FIDELITY CAP & INC | 11 | 11 | 0.05% | 0.07% | 0.08% | Q2 2014 | Q4 2016 | 11 | |
GLENMEDE SMALL CAP EQTY | 10 | 10 | 2.45% | 2.76% | 3.34% | Q2 2014 | Q3 2016 | 10 | |
BSCG | GGHM 2016 CORP | 10 | 10 | 0.41% | 1.38% | 1.90% | Q2 2014 | Q3 2016 | 10 |
BSCF | GUGGENHEIM 2015 CORP BD | 10 | 10 | 0.16% | 1.12% | 2.00% | Q2 2013 | Q3 2015 | 10 |
FDC | FIRST DATA CORP NEW CO... | 10 | 10 | 0.40% | 0.65% | 0.87% | Q1 2017 | Q2 2019 | 10 |
ATR | APTARGROUP INC COM | 10 | 10 | 0.34% | 0.45% | 0.50% | Q4 2015 | Q1 2018 | 10 |
BSCK | INVESCO BULLETSHARES 2... | 10 | 10 | 0.35% | 0.43% | 0.48% | Q2 2018 | Q3 2020 | 10 |
TEVA | TEVA PHARM | 10 | 10 | 0.12% | 0.41% | 0.67% | Q3 2014 | Q4 2016 | 10 |
BSCL | INVESCO BULLETSHARES 2... | 10 | 10 | 0.22% | 0.36% | 0.44% | Q1 2019 | Q2 2021 | 10 |
VANGUARD HEALTH CARE | 10 | 10 | 0.06% | 0.07% | 0.08% | Q3 2013 | Q4 2015 | 10 | |
VB | VANGUARD SMALL-CAP IND... | 5 | 1 | 0.04% | 0.04% | 0.05% | Q1 2016 | Q1 2022 | 10 |
INVESCO DEVELOPING MKTS A | 9 | 9 | 4.87% | 5.45% | 5.80% | Q2 2013 | Q2 2015 | 9 | |
VNTV | VANTIV INC CL A | 9 | 9 | 0.39% | 1.43% | 2.21% | Q4 2015 | Q4 2017 | 9 |
BCR | BARD C R INC COM | 9 | 9 | 0.13% | 0.57% | 0.90% | Q4 2015 | Q4 2017 | 9 |
BERKSHIRE HATHAWAY CL B | 9 | 9 | 0.15% | 0.17% | 0.20% | Q3 2013 | Q3 2015 | 9 | |
RBSPRQCL | ROYAL BK SCOTLND 6.75%... | 9 | 9 | 0.10% | 0.12% | 0.15% | Q2 2013 | Q2 2015 | 9 |
FDX | FEDEX CORP COM | 9 | 9 | 0.06% | 0.11% | 0.15% | Q3 2021 | Q3 2023 | 9 |
IBDN | ISHARES IBONDS 2022 CO... | 9 | 9 | 0.08% | 0.09% | 0.12% | Q3 2020 | Q3 2022 | 9 |
QQQ | POWERSHARES QQQ TRUST,... | 5 | 4 | 0.07% | 0.09% | 0.09% | Q4 2015 | Q1 2018 | 9 |
AMCAP FD | 9 | 9 | 0.08% | 0.09% | 0.09% | Q3 2013 | Q3 2015 | 9 | |
HUSSMAN STRATG TOTAL RTN | 9 | 9 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q2 2015 | 9 | |
DGX | QUEST DIAGNOSTICS INC COM | 6 | 1 | 0.03% | 0.08% | 0.10% | Q1 2016 | Q1 2019 | 9 |
VIG | VANGUARD DVD APPRECIATION | 5 | 1 | 0.04% | 0.07% | 0.09% | Q4 2016 | Q3 2023 | 9 |
BA | BOEING CO COM | 4 | 1 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q1 2019 | 9 |
TFSL | TFS FINL CORP COM | 7 | 1 | 0.04% | 0.06% | 0.08% | Q4 2014 | Q1 2019 | 9 |
VO | VANGUARD MID-CAP INDEX... | 8 | 1 | 0.01% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 9 |
BARON GROWTH FD | 6 | 2 | 10.15% | 11.45% | 14.53% | Q3 2013 | Q3 2015 | 8 | |
IBDQ | ISHARES IBONDS 2025 CO... | 8 | 8 | 0.05% | 1.35% | 2.30% | Q4 2021 | Q3 2023 | 8 |
FCX | FREEPORT-MCMORAN INC CL B | 8 | 8 | 0.29% | 0.96% | 1.28% | Q4 2021 | Q3 2023 | 8 |
VMW | VMWARE INC CL A COM | 8 | 8 | 0.31% | 0.66% | 0.80% | Q1 2021 | Q4 2022 | 8 |
BSCJ | GUGGENHEIM BULLETSHARE... | 8 | 8 | 0.28% | 0.62% | 1.29% | Q1 2016 | Q4 2017 | 8 |
IBDP | ISHARES IBONDS 2024 CO... | 8 | 8 | 0.07% | 0.46% | 0.78% | Q4 2021 | Q3 2023 | 8 |
FSLR | FIRST SOLAR INC COM | 8 | 8 | 0.07% | 0.14% | 0.22% | Q4 2021 | Q3 2023 | 8 |
HARTFORD DIV & GROWTH FD | 8 | 8 | 0.08% | 0.11% | 0.15% | Q1 2015 | Q4 2016 | 8 | |
AFLAC 5.5% CALL 9/26/17 | 8 | 8 | 0.08% | 0.09% | 0.09% | Q3 2013 | Q2 2015 | 8 | |
HARTFORD EQTY INCM FD CI | 8 | 8 | 0.07% | 0.08% | 0.11% | Q1 2015 | Q4 2016 | 8 | |
HP | HELMERICH & PAYNE | 5 | 3 | 0.05% | 0.06% | 0.09% | Q4 2014 | Q4 2016 | 8 |
TWLO | TWILIO INC CL A | 5 | 3 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q2 2021 | 8 |
VAR | VARIAN MED SYS INC COM | 5 | 1 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q4 2020 | 8 |
PM | PHILIP MORRIS INTL INC... | 4 | 1 | 0.03% | 0.05% | 0.06% | Q2 2014 | Q1 2019 | 8 |
JANUS ENTERPRISE FD | 7 | 7 | 0.15% | 3.44% | 5.60% | Q2 2015 | Q4 2016 | 7 | |
VBR | VANGUARD SMALL-CAP VAL... | 7 | 7 | 1.49% | 1.61% | 1.74% | Q1 2022 | Q3 2023 | 7 |
SPGI | S&P GLOBAL INC COM | 7 | 7 | 1.45% | 1.58% | 1.88% | Q1 2022 | Q3 2023 | 7 |
AMD | ADVANCED MICRO DEVICES... | 7 | 7 | 1.26% | 1.51% | 1.94% | Q1 2022 | Q3 2023 | 7 |
STIP | ISHARES 0-5YR TIPS BOND | 7 | 7 | 1.28% | 1.50% | 1.77% | Q2 2013 | Q4 2014 | 7 |
CB | CHUBB LIMITED COM | 5 | 2 | 0.12% | 0.74% | 1.12% | Q2 2017 | Q2 2023 | 7 |
EFX | EQUIFAX INC COM | 7 | 7 | 0.52% | 0.65% | 0.83% | Q4 2015 | Q2 2017 | 7 |
HARDING LOEVNER EMG MKT | 7 | 7 | 0.25% | 0.39% | 0.57% | Q2 2015 | Q4 2016 | 7 | |
VRSK | VERISK ANALYTICS INC COM | 7 | 7 | 0.23% | 0.29% | 0.36% | Q4 2015 | Q2 2017 | 7 |
SON | SONOCO PRODUCTS CO | 7 | 7 | 0.26% | 0.28% | 0.34% | Q1 2015 | Q3 2016 | 7 |
QCOM | QUALCOMM INC COM | 4 | 1 | 0.00% | 0.26% | 0.71% | Q4 2014 | Q4 2021 | 7 |
RSP | RYDEX S&P EQUAL WEIGHT | 4 | 3 | 0.06% | 0.22% | 0.46% | Q1 2016 | Q4 2017 | 7 |
APC | ANADARKO PETROLEUM | 6 | 1 | 0.00% | 0.12% | 0.18% | Q4 2015 | Q1 2019 | 7 |
VGK | VANGUARD FTSE EUROPE ETF | 6 | 1 | 0.07% | 0.12% | 0.16% | Q2 2017 | Q4 2021 | 7 |
ABBV | ABBVIE INC COM | 3 | 1 | 0.02% | 0.10% | 0.18% | Q4 2015 | Q3 2023 | 7 |
DUACL | DB CAP FUNDING VIII 6.... | 7 | 7 | 0.09% | 0.09% | 0.10% | Q3 2013 | Q1 2015 | 7 |
LKQ | LKQ CORP COM | 4 | 1 | 0.04% | 0.09% | 0.18% | Q1 2016 | Q2 2018 | 7 |
VANGUARD S/T CORPORATE FD | 4 | 3 | 0.04% | 0.09% | 0.14% | Q2 2014 | Q4 2016 | 7 | |
JWN | NORDSTROM INC COM | 6 | 1 | 0.02% | 0.08% | 0.11% | Q1 2016 | Q1 2019 | 7 |
BOND | PIMCO TOTAL RTN | 6 | 1 | 0.01% | 0.08% | 0.14% | Q2 2013 | Q1 2019 | 7 |
AGG | ISHARES BARCLAYS AGG BOND | 7 | 7 | 0.07% | 0.08% | 0.08% | Q3 2013 | Q1 2015 | 7 |
DGRO | ISHARES CORE DIVIDEND ... | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
MCD | MCDONALDS CORP COM | 2 | 1 | 0.04% | 0.06% | 0.07% | Q4 2016 | Q3 2023 | 7 |
AFL | AFLAC INC COM | 4 | 1 | 0.04% | 0.06% | 0.06% | Q1 2019 | Q3 2023 | 7 |
ESS | ESSEX PROPERTY TR | 7 | 7 | 0.04% | 0.06% | 0.07% | Q2 2015 | Q4 2016 | 7 |
FDN | FIRST TRUST DOW JONES ... | 5 | 1 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q4 2021 | 7 |
WP | WORLDPAY INC CL A | 6 | 6 | 2.50% | 2.90% | 3.31% | Q1 2018 | Q2 2019 | 6 |
TE | TECO ENERGY | 6 | 6 | 1.15% | 1.48% | 2.01% | Q1 2015 | Q2 2016 | 6 |
ED | CONSOLIDATED EDISON IN... | 3 | 1 | 0.02% | 1.35% | 1.84% | Q2 2013 | Q1 2019 | 6 |
INCR | INC RESH HLDGS INC CL A | 6 | 6 | 1.07% | 1.32% | 1.58% | Q3 2016 | Q4 2017 | 6 |
BSCJ | INVESCO BULLETSHARES 2... | 6 | 6 | 1.07% | 1.26% | 1.51% | Q2 2018 | Q3 2019 | 6 |
CB | CHUBB | 6 | 6 | 0.18% | 1.14% | 1.43% | Q4 2013 | Q1 2015 | 6 |
VWR | VWR CORP COM | 6 | 6 | 0.75% | 1.12% | 1.44% | Q2 2016 | Q3 2017 | 6 |
CSX | CSX CORP | 6 | 6 | 0.67% | 0.89% | 1.06% | Q1 2014 | Q2 2015 | 6 |
MRVL | MARVELL TECHNOLOGY INC... | 6 | 6 | 0.36% | 0.42% | 0.51% | Q2 2022 | Q3 2023 | 6 |
GOLDMAN SACHS FUTURE R... | 6 | 6 | 0.25% | 0.28% | 0.31% | Q2 2022 | Q3 2023 | 6 | |
KR | KROGER CO COM | 5 | 1 | 0.01% | 0.23% | 0.30% | Q1 2019 | Q2 2021 | 6 |
SEE | SEALED AIR CORP NEW COM | 6 | 6 | 0.14% | 0.16% | 0.18% | Q1 2016 | Q2 2017 | 6 |
INTU | INTUIT INC | 6 | 6 | 0.12% | 0.13% | 0.15% | Q1 2016 | Q2 2017 | 6 |
XRAY | DENTSPLY SIRONA INC COM | 6 | 6 | 0.08% | 0.13% | 0.21% | Q1 2017 | Q2 2018 | 6 |
3M CO. | 4 | 2 | 0.04% | 0.10% | 0.30% | Q3 2013 | Q4 2016 | 6 | |
PPBI | PACIFIC PREMIER BANCOR... | 6 | 6 | 0.04% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 6 |
AFSD | AFLAC 5.5% CALL 9/26/17 | 6 | 6 | 0.06% | 0.08% | 0.10% | Q3 2015 | Q4 2016 | 6 |
IYH | ISHARES U.S. HEALTHCAR... | 5 | 1 | 0.02% | 0.07% | 0.08% | Q3 2017 | Q1 2019 | 6 |
SCHH | SCHWAB U.S. REIT ETF | 5 | 1 | 0.05% | 0.07% | 0.09% | Q1 2016 | Q1 2019 | 6 |
KMB | KIMBERLY CLARK CORP COM | 5 | 1 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q1 2019 | 6 |
FFWM | FIRST FNDTN INC COM | 6 | 6 | 0.01% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 6 |
IBDR | ISHARES IBONDS 2026 CO... | 5 | 5 | 0.84% | 2.56% | 3.19% | Q3 2022 | Q3 2023 | 5 |
DOW | DOW CHEMICAL | 4 | 1 | 0.16% | 0.87% | 1.13% | Q4 2013 | Q1 2016 | 5 |
STI | SUNTRUST BKS INC COM | 5 | 5 | 0.77% | 0.84% | 1.02% | Q3 2018 | Q3 2019 | 5 |
CERN | CERNER CORP | 5 | 5 | 0.16% | 0.66% | 0.85% | Q2 2014 | Q2 2015 | 5 |
VANGUARD 500 INDEX FD | 5 | 5 | 0.56% | 0.62% | 0.73% | Q4 2015 | Q4 2016 | 5 | |
NOBLE CORP | 5 | 5 | 0.36% | 0.45% | 0.57% | Q3 2014 | Q3 2015 | 5 | |
XRAY | DENTSPLY INTL | 5 | 5 | 0.17% | 0.20% | 0.24% | Q4 2015 | Q4 2016 | 5 |
FRANKLIN OR TAX FREE | 5 | 5 | 0.13% | 0.16% | 0.19% | Q4 2015 | Q4 2016 | 5 | |
NOBLE CORP | 5 | 5 | 0.09% | 0.16% | 0.24% | Q4 2015 | Q4 2016 | 5 | |
BSCE | GGHM 2014 CORP | 5 | 5 | 0.07% | 0.10% | 0.15% | Q3 2013 | Q3 2014 | 5 |
LUV | SOUTHWEST AIRLS CO COM | 4 | 1 | 0.00% | 0.10% | 0.13% | Q2 2017 | Q1 2019 | 5 |
SCHWAB AMT TAX-FREE | 5 | 5 | 0.08% | 0.09% | 0.11% | Q4 2015 | Q4 2016 | 5 | |
IJH | ISHARES S&P MIDCAP FUND | 4 | 1 | 0.03% | 0.09% | 0.12% | Q1 2019 | Q3 2023 | 5 |
SRE | SEMPRA ENERGY COM | 4 | 1 | 0.00% | 0.08% | 0.12% | Q3 2013 | Q1 2019 | 5 |
INCOME FD AMER | 5 | 5 | 0.05% | 0.08% | 0.09% | Q1 2015 | Q1 2016 | 5 | |
NVDA | NVIDIA CORPORATION COM | 3 | 2 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 5 |
CL | COLGATE PALMOLIVE CO COM | 4 | 1 | 0.03% | 0.07% | 0.08% | Q1 2016 | Q1 2019 | 5 |
AMCAP FD | 5 | 5 | 0.06% | 0.06% | 0.07% | Q4 2015 | Q4 2016 | 5 | |
PYPL | PAYPAL HLDGS INC COM | 4 | 1 | 0.02% | 0.05% | 0.06% | Q1 2019 | Q3 2021 | 5 |
SHY | ISHARES BARCLAYS 1-3 Y... | 3 | 1 | 0.01% | 0.53% | 0.77% | Q2 2013 | Q1 2019 | 4 |
ANTM | ELEVANCE HEALTH INC COM | 4 | 4 | 0.31% | 0.51% | 0.71% | Q4 2022 | Q3 2023 | 4 |
GS INTL SMALL CAP | 4 | 4 | 0.26% | 0.38% | 0.45% | Q1 2016 | Q4 2016 | 4 | |
HOME | HOME FED BANCORP | 4 | 4 | 0.32% | 0.36% | 0.38% | Q2 2013 | Q1 2014 | 4 |
********** | FIRST DATA | 4 | 4 | 0.29% | 0.32% | 0.33% | Q1 2016 | Q4 2016 | 4 |
COLUMBIA INTERMEDIATE BD | 4 | 4 | 0.27% | 0.30% | 0.32% | Q1 2016 | Q4 2016 | 4 | |
DCI | DONALDSON INC COM | 3 | 1 | 0.02% | 0.29% | 0.43% | Q4 2015 | Q1 2019 | 4 |
SCHO | SCHWAB S/T 1-3YR US TRS | 4 | 4 | 0.22% | 0.25% | 0.28% | Q2 2013 | Q1 2014 | 4 |
VANGUARD INTRM TRM BD | 4 | 4 | 0.22% | 0.22% | 0.24% | Q2 2013 | Q1 2014 | 4 | |
VANGUARD INTERM TERM BD | 4 | 4 | 0.20% | 0.21% | 0.21% | Q2 2014 | Q1 2015 | 4 | |
MIDD | MIDDLEBY CORP THE | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2015 | Q3 2016 | 4 |
APACHE CORP | 4 | 4 | 0.09% | 0.19% | 0.31% | Q3 2013 | Q2 2014 | 4 | |
EMXC | ISHARES MSCI EMERGING ... | 3 | 1 | 0.04% | 0.18% | 0.24% | Q2 2019 | Q2 2023 | 4 |
XLF | FINANCIAL SELECT SECTO... | 3 | 1 | 0.00% | 0.17% | 0.23% | Q2 2017 | Q1 2019 | 4 |
TRAVELERS GROUP | 4 | 4 | 0.12% | 0.16% | 0.19% | Q2 2015 | Q1 2016 | 4 | |
ADM | ARCHER-DANIELS-MIDLAND | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2015 | Q3 2016 | 4 |
AT&T | 4 | 4 | 0.06% | 0.13% | 0.33% | Q1 2016 | Q4 2016 | 4 | |
AMERICAN CAP INCM BLDR | 4 | 4 | 0.08% | 0.09% | 0.10% | Q1 2015 | Q4 2015 | 4 | |
UN | UNILEVER N V N Y SHS NEW | 3 | 1 | 0.03% | 0.09% | 0.25% | Q1 2016 | Q1 2019 | 4 |
SIT SMALL CAP GROWTH FD | 4 | 4 | 0.07% | 0.08% | 0.09% | Q3 2013 | Q2 2014 | 4 | |
GILD | GILEAD SCIENCES | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2016 | Q4 2016 | 4 |
FMI INTL FD | 4 | 4 | 0.06% | 0.07% | 0.10% | Q1 2016 | Q4 2016 | 4 | |
SCHWAB S&P 500 FD - SLCT | 4 | 4 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q4 2016 | 4 | |
JNK | SPDR BARCLAYS CAP HIGH... | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q3 2014 | 4 |
SCHWAB TAX FREE BOND | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2016 | Q4 2016 | 4 | |
DODGE & COX INCOME | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2016 | Q4 2016 | 4 | |
VANGUARD HIGH YIELD CORP | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2016 | Q4 2016 | 4 | |
ITOT | ISHARES CORE S&P TOTAL... | 2 | 1 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q1 2023 | 4 |
PAYA | PAYA HOLDINGS INC COM ... | 4 | 4 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q1 2022 | 4 |
CP | CANADIAN PAC RY LTD COM | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2022 | 4 |
BARON GROWTH FD | 1 | 1 | 2.08% | 8.77% | 13.37% | Q2 2013 | Q4 2015 | 3 | |
JPMORGAN HIGH YLD BD | 2 | 1 | 6.41% | 7.01% | 7.51% | Q2 2013 | Q2 2014 | 3 | |
ARCHER-DANIELS-MIDLAND | 3 | 3 | 1.27% | 1.34% | 1.44% | Q1 2014 | Q3 2014 | 3 | |
AMERICAN EXPRESS | 2 | 1 | 1.22% | 1.32% | 1.42% | Q3 2013 | Q2 2014 | 3 | |
GIS | GENERAL MILLS | 3 | 3 | 0.94% | 0.96% | 0.98% | Q2 2013 | Q4 2013 | 3 |
MET | METLIFE | 3 | 3 | 0.87% | 0.92% | 0.96% | Q2 2013 | Q4 2013 | 3 |
AXP | AMERICAN EXPRESS CO COM | 1 | 1 | 0.04% | 0.89% | 1.35% | Q2 2013 | Q1 2019 | 3 |
MRO | MARATHON OIL | 3 | 3 | 0.44% | 0.65% | 0.76% | Q4 2013 | Q2 2014 | 3 |
REZI | RESIDEO TECHNOLOGIES I... | 3 | 3 | 0.03% | 0.32% | 0.56% | Q1 2019 | Q3 2019 | 3 |
IHS | I H S INC | 3 | 3 | 0.29% | 0.31% | 0.34% | Q4 2015 | Q2 2016 | 3 |
ADS | ALLIANCE DATA SYSTEMS ... | 2 | 1 | 0.00% | 0.29% | 0.45% | Q4 2015 | Q1 2019 | 3 |
ETN | EATON CORP | 3 | 3 | 0.07% | 0.28% | 0.62% | Q3 2013 | Q1 2014 | 3 |
UL | UNILEVER PLC SPON ADR NEW | 3 | 3 | 0.25% | 0.27% | 0.28% | Q1 2023 | Q3 2023 | 3 |
IGEB | ISHARES INVESTMENT GRA... | 3 | 3 | 0.13% | 0.22% | 0.31% | Q1 2023 | Q3 2023 | 3 |
MSI | MOTOROLA SOLUTIONS INC... | 2 | 1 | 0.02% | 0.22% | 0.35% | Q1 2015 | Q1 2019 | 3 |
SYSCO | 3 | 3 | 0.17% | 0.17% | 0.18% | Q2 2016 | Q4 2016 | 3 | |
SYY | SYSCO CORP COM | 3 | 3 | 0.14% | 0.16% | 0.19% | Q1 2017 | Q3 2017 | 3 |
FTV | FORTIVE CORPORATION | 2 | 1 | 0.06% | 0.14% | 0.25% | Q3 2016 | Q1 2019 | 3 |
XLV | HEALTH CARE SELECT SEC... | 2 | 1 | 0.01% | 0.11% | 0.16% | Q1 2017 | Q1 2019 | 3 |
PNR | PENTAIR INC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2015 | Q2 2016 | 3 |
ANSS | ANSYS INC COM | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
OXY | OCCIDENTAL PETR | 1 | 1 | 0.02% | 0.07% | 0.14% | Q3 2013 | Q1 2019 | 3 |
ROBECO BP L/S | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2015 | Q4 2015 | 3 | |
IGIB | ISHARES 5-10 YEAR INVE... | 3 | 3 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q1 2021 | 3 |
COF | CAPITAL ONE FINL CORP COM | 2 | 1 | 0.01% | 0.06% | 0.10% | Q4 2015 | Q1 2019 | 3 |
NEBLQ | NOBLE CORP PLC SHS USD | 3 | 3 | 0.05% | 0.06% | 0.10% | Q1 2017 | Q3 2017 | 3 |
NYCB | NEW YORK CMNTY BANCORP... | 2 | 1 | 0.00% | 0.05% | 0.08% | Q4 2015 | Q1 2019 | 3 |
FBT | FIRST TRUST NYSE BIOTECH | 2 | 1 | 0.03% | 0.05% | 0.06% | Q1 2015 | Q1 2019 | 3 |
PDCO | PATTERSON COS | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2016 | Q3 2016 | 3 |
UMPQ | UMPQUA HLDGS CORP COM | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q1 2019 | 3 |
SCOUT INTL FD | 2 | 2 | 3.53% | 3.54% | 3.55% | Q2 2013 | Q3 2013 | 2 | |
JPMORGAN INTERNATIONAL... | 2 | 2 | 2.56% | 2.60% | 2.63% | Q2 2023 | Q3 2023 | 2 | |
BSCI | INVESCO BULLETSHARES 2... | 2 | 2 | 1.47% | 1.58% | 1.68% | Q2 2018 | Q3 2018 | 2 |
DUK | DUKE ENERGY | 2 | 2 | 1.51% | 1.55% | 1.59% | Q4 2013 | Q1 2014 | 2 |
LAZ | LAZARD LTD | 2 | 2 | 0.92% | 0.95% | 0.98% | Q2 2013 | Q3 2013 | 2 |
IP | INTERNATIONAL PAPER CO | 2 | 2 | 0.78% | 0.81% | 0.84% | Q2 2013 | Q3 2013 | 2 |
EQR | EQUITY RSDNTL | 2 | 2 | 0.60% | 0.65% | 0.69% | Q2 2013 | Q3 2013 | 2 |
TFC | TRUIST FINANCIAL CORP | 2 | 2 | 0.42% | 0.60% | 0.78% | Q4 2019 | Q1 2020 | 2 |
TYC | TYCO INTL | 2 | 2 | 0.35% | 0.35% | 0.36% | Q1 2015 | Q2 2015 | 2 |
BSCK | GUGGENHEIM BULLETSHARE... | 2 | 2 | 0.19% | 0.27% | 0.34% | Q3 2017 | Q4 2017 | 2 |
AMERICAN TOWER CORP | 2 | 2 | 0.23% | 0.24% | 0.24% | Q1 2015 | Q2 2015 | 2 | |
LUMN | CENTURYTEL INC | 1 | 1 | 0.00% | 0.16% | 0.33% | Q1 2016 | Q1 2019 | 2 |
KMI | KINDER MORGAN INC DEL COM | 2 | 2 | 0.14% | 0.16% | 0.18% | Q1 2017 | Q2 2017 | 2 |
INVESCO HIGH YIELD MUNI | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2015 | Q4 2015 | 2 | |
INVESCO HIGH YIELD MUNI | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2015 | Q2 2015 | 2 | |
ACWX | ISHARES MSCI ACWI EX U... | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2018 | Q1 2019 | 2 |
ECPG | ENCORE CAP GROUP INC COM | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2018 | Q1 2019 | 2 |
MANNING & NAPIER PRO-B... | 2 | 2 | 0.06% | 0.11% | 0.15% | Q1 2014 | Q2 2014 | 2 | |
FRANKLIN INCM FD CI A | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2015 | Q2 2015 | 2 | |
TAP | MOLSON COORS BREWING CO | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q2 2015 | 2 |
T | AT&T INC COM | 1 | 1 | 0.02% | 0.07% | 0.13% | Q1 2017 | Q1 2019 | 2 |
INVESCO COMSTOCK CI A | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q2 2015 | 2 | |
INVESCO DIVERSIFIED DVD | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q2 2015 | 2 | |
IWP | ISHARES RUSSELL MID-CA... | 1 | 1 | 0.01% | 0.07% | 0.12% | Q1 2019 | Q4 2021 | 2 |
DODGE & COX INTL | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q3 2015 | 2 | |
LSTR | LANDSTAR SYSTEM | 1 | 1 | 0.00% | 0.06% | 0.12% | Q4 2015 | Q1 2019 | 2 |
NEW PERSPECTIVE FD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2015 | 2 | |
IWO | ISHARES RUSSELL 2000 G... | 1 | 1 | 0.02% | 0.06% | 0.09% | Q1 2019 | Q4 2021 | 2 |
BAIRD AGGREGATE | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q4 2016 | 2 | |
CANADIAN PACIFIC KANSA... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 | |
BDMS | BIRNER DENTAL MGMT | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q4 2016 | 2 |
TGT | TARGET CORP COM | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q1 2019 | 2 |
ADBE | ADOBE SYSTEMS INCORPOR... | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2021 | 2 |
WPRT | WESTPORT FUEL SYSTEMS ... | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
MSP RECOVERY INC COM CL A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 | |
FIDELITY CASH RESERVES | 1 | 1 | 3.13% | 3.13% | 3.13% | Q4 2016 | Q4 2016 | 1 | |
BSCI | POWERSHARES BULLETSHAR... | 1 | 1 | 1.76% | 1.76% | 1.76% | Q1 2018 | Q1 2018 | 1 |
BSCJ | POWERSHARES BULLETSHAR... | 1 | 1 | 1.32% | 1.32% | 1.32% | Q1 2018 | Q1 2018 | 1 |
CCI | CROWN CASTLE INTL | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2016 | Q4 2016 | 1 |
HPQ | HEWLETT PACKARD | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2013 | Q2 2013 | 1 |
IBDV | ISHARES IBONDS 2030 CO... | 1 | 1 | 1.09% | 1.09% | 1.09% | Q3 2023 | Q3 2023 | 1 |
IBDW | ISHARES IBONDS 2031 CO... | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2023 | Q3 2023 | 1 |
CFX | COLFAX CORP COM | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2014 | Q4 2014 | 1 |
RSG | REPUBLIC SVCS INC COM | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
AMERISOURCEBERGEN | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2014 | Q3 2014 | 1 | |
RSP | GUGGENHEIM S&P 500 EQU... | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2018 | Q1 2018 | 1 |
BSCK | POWERSHARES BULLETSHAR... | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2018 | Q1 2018 | 1 |
ROP | ROPER INDUSTRIES | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2015 | Q4 2015 | 1 |
CALF | PACER US SMALL CAP CAS... | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
OTIS | OTIS WORLDWIDE CORP COM | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2020 | Q2 2020 | 1 |
DD | DU PONT NEMOURS | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2016 | Q1 2016 | 1 |
BLD | TOPBUILD CORP COM | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2015 | Q3 2015 | 1 |
FTR | FRONTIER COMMUNICATION... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q1 2016 | 1 |
JPMPRICL | JPMORGAN 8.625% CALL 9... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
AA | ALCOA | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
SDS | PROSHARES ULTRASHORT S... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
UAL | UNITED CONTL HLDGS INC... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
GATCL | GEORGIA PWR 8.2% CALL ... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q3 2013 | 1 |
AAP | ADVANCE AUTO PARTS INC... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
FAST | FASTENAL COMPANY | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
BDCL | ETRACS 2XLEVERAGED LON... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
SCHWAB VAL ADVANTAGE | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 | |
FED HIGH YIELD TRUST | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 | |
WR | WESTAR ENERGY INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
IBDM | ISHARES IBONDS 2021 CO... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
HMC | HONDA MOTOR CO LTD | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
FIDELITY ADV NEW INSIGHTS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 | |
FIDELITY SPARTAN TOTAL... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 | |
AMERICAN BALANCED FUND-A | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 | |
CVET | COVETRUS INC COM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
SVXY | PROSHARES SHORT VIX SH... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
AT&T | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 | |
VNO | Vornado Realty TRUST | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
FRANKLIN HIGH YIELD TF | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 | |
SIVR | ETFS SILVER TRUST ETF | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
EMNT | PIMCO ESG SHORT MATURI... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
TMFC | MOTLEY FOOL 100 INDEX ETF | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
PLAY | DAVE & BUSTERS ENTMT I... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
AGU | AGRIUM INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
SDOG | Alps Sector Dividend | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
ESRX | EXPRESS SCRIPTS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
VANGUARD HEALTH CARE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 | |
PCAR | PACCAR INC COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
SPLV | INVESCO S&P 500 LOW VO... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
VANGUARD CAPITAL OPPOR... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 | |
JPMORGAN MID CAP VALUE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 | |
VANGUARD PRIMECAP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 | |
Thornburg Ltd Term Muni | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 | |
T ROWE PRICE BLUE CHIP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 | |
VUG | VANGUARD GROWTH | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
DLN | WISDOMTREE U.S. LARGEC... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
IAT | ISHARES U.S. REGIONAL ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
SCHM | SCHWAB U.S. MID-CAP ETF | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
EL | LAUDER ESTEE COS INC CL A | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
ITW | ILLINOIS TOOL WKS INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
IEFA | ISHARES CORE MSCI EAFE... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
PPG | PPG INDS INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
ISRG | INTUITIVE SURGICAL INC... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
ARW | ARROW ELECTRS INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
HPQ | HP INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
XLY | CONSUMER DISCRETIONARY... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
AMGN | AMGEN INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
VYM | VANGUARD HIGH DIVIDEND... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
HBAN | HUNTINGTON BANCSHARES ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
HPE | HEWLETT PACKARD ENTERP... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
IWR | ISHARES RUSSELL MID-CA... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
WM | WASTE MGMT INC DEL COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
MJ | ETFMG ALTERNATIVE HARV... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
IXN | ISHARES GLOBAL TECH ETF | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
CNQ | CANADIAN NAT RES LTD COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
AMP | AMERIPRISE FINL INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
AGZ | ISHARES AGENCY BOND ETF | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
FNDF | SCHWAB FUNDAMENTAL INT... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
SLF | SUN LIFE FINL INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
MA | MASTERCARD INC CL A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
BXS | BANCORPSOUTH BK TUPELO... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
FIBK | FIRST INTST BANCSYSTEM... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
FB | FACEBOOK INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
EFA | ISHARES MSCI EAFE ETF | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NEOG | NEOGEN CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
IWN | ISHARES RUSSELL 2000 V... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
EMR | EMERSON ELEC CO COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
TIP | ISHARES TIPS BOND ETF | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
AEP | AMERICAN ELEC PWR CO I... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MNR | MONMOUTH REAL ESTATE I... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
FHN | FIRST HORIZON NATL COR... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ZION | ZIONS BANCORPORATION N... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
GBCI | GLACIER BANCORP INC NE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
EXAS | EXACT SCIENCES CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
IONS | IONIS PHARMACEUTICALS ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
TRV | TRAVELERS COMPANIES IN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
RF | REGIONS FINL CORP NEW COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
OKE | ONEOK INC NEW COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
SAM | BOSTON BEER INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ST | SENSATA TECHNOLOGIES H... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
VEU | VANGUARD FTSE ALL-WORL... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
EGHT | 8X8 INC NEW COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
DTN | WISDOMTREE U.S. DIVIDE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
DVY | ISHARES SELECT DIVIDEN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MDU | MDU RES GROUP INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MGK | VANGUARD MEGA CAP GROW... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
PDCO | PATTERSON COMPANIES IN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
VSS | VANGUARD FTSE ALL-WORL... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
DXC | DXC TECHNOLOGY CO COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
DUK | DUKE ENERGY CORP NEW C... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
A | AGILENT TECHNOLOGIES I... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
SWX | SOUTHWEST GAS HOLDINGS... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CBSH | COMMERCE BANCSHARES IN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
DWDP | DOWDUPONT INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
RDSB | ROYAL DUTCH SHELL PLC ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
HD | HOME DEPOT INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BAX | BAXTER INTL INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
HR | HEALTHCARE RLTY TR COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
VOE | VANGUARD MID-CAP VALUE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
LMT | LOCKHEED MARTIN CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
VREX | VAREX IMAGING CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
DNP | DNP SELECT INCOME FD COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ALL | ALLSTATE CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ORLY | O REILLY AUTOMOTIVE IN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
TJX | TJX COS INC NEW COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
LQD | ISHARES IBOXX $ INVEST... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
WEC | WEC ENERGY GROUP INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
WPC | W P CAREY INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NFLX | NETFLIX INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
TTMI | TTM TECHNOLOGIES INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SCZ | ISHARES MSCI EAFE SMAL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HYG | ISHARES IBOXX $ HIGH Y... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FXZ | FIRST TRUST MATERIALS ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HACK | ETFMG PRIME CYBER SECU... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MFGP | MICRO FOCUS INTERNATIO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CMI | CUMMINS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BAM | BROOKFIELD ASSET MGMT ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BMY | BRISTOL MYERS SQUIBB C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WELL | WELLTOWER INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MINT | PIMCO ENHANCED SHORT M... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MDT | MEDTRONIC PLC SHS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HCP | HCP INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BTI | BRITISH AMERN TOB PLC ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
RTN | RAYTHEON CO COM NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
IEMG | ISHARES CORE MSCI EMER... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PBCT | PEOPLES UTD FINL INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CCL | CARNIVAL CORP PAIRED CTF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SPH | SUBURBAN PROPANE PARTN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GTX | GARRETT MOTION INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PSX | PHILLIPS 66 COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WBA | WALGREENS BOOTS ALLIAN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
KEYS | KEYSIGHT TECHNOLOGIES ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FFIV | F5 NETWORKS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BGR | BLACKROCK ENERGY & RES... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
IEI | ISHARES 3-7 YEAR TREAS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DDD | 3-D SYS CORP DEL COM NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
VFC | V F CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EFAV | ISHARES EDGE MSCI MIN ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FEYE | FIREEYE INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TSLA | TESLA INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DISCK | DISCOVERY INC COM SER C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DFS | DISCOVER FINL SVCS COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FXD | FIRST TRUST CONSUMER D... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ETV | EATON VANCE TX MNG BY ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GWPH | GW PHARMACEUTICALS PLC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
VCIT | VANGUARD INTERMEDIATE-... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PGR | PROGRESSIVE CORP OHIO COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CGC | CANOPY GROWTH CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
IAU | ISHARES COMEX GOLD TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
AVGO | BROADCOM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SPSB | SPDR PORTFOLIO SHORT T... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WAFD | WASHINGTON FED INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NUE | NUCOR CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
XPO | XPO LOGISTICS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
IYR | ISHARES U.S. REAL ESTA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MO | ALTRIA GROUP INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FNDC | SCHWAB FUNDAMENTAL INT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PBRA | PETROLEO BRASILEIRO SA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ROK | ROCKWELL AUTOMATION IN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TOWN | TOWNEBANK PORTSMOUTH V... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DEO | DIAGEO P L C SPON ADR NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NNN | NATIONAL RETAIL PPTYS ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SR | SPIRE INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
LXP | LEXINGTON REALTY TRUST... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ICE | INTERCONTINENTAL EXCHA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
YUM | YUM BRANDS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GLD | SPDR GOLD SHARES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
AMBC | AMBAC FINL GROUP INC C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MDLZ | MONDELEZ INTL INC CL A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
VHT | VANGUARD HEALTH CARE I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
VGT | VANGUARD INFORMATION T... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CRON | CRONOS GROUP INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EPR | EPR PPTYS COM SH BEN INT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SUN | SUNOCO LP COM UT REP LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DE | DEERE & CO COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MNST | MONSTER BEVERAGE CORP ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CTSH | COGNIZANT TECHNOLOGY S... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EXC | EXELON CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ORCL | ORACLE CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VER | VEREIT INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ETN | EATON CORP PLC SHS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DOV | DOVER CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PRSP | PERSPECTA INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SCHE | SCHWAB EMERGING MARKET... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HSBCPRA | HSBC HLDGS PLC ADR A 1... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
IR | INGERSOLL-RAND PLC SHS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
LAMR | LAMAR ADVERTISING CO N... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CRSP | CRISPR THERAPEUTICS AG... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
IJT | ISHARES S&P SMALL-CAP ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
VLO | VALERO ENERGY CORP NEW... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
XLE | ENERGY SELECT SECTOR S... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
AMT | AMERICAN TOWER CORP NE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ONEQ | FIDELITY NASDAQ COMPOS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
XEL | XCEL ENERGY INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CRCQQ | CALIFORNIA RES CORP CO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NVS | NOVARTIS A G SPONSORED... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GM | GENERAL MTRS CO COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NLY | ANNALY CAP MGMT INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CMA | COMERICA INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NAC | NUVEEN CA QUALTY MUN I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TEL | TE CONNECTIVITY LTD RE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MXIM | MAXIM INTEGRATED PRODS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TGC | TENGASCO INC COM PAR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ASIX | ADVANSIX INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
XAR | SPDR S&P AEROSPACE & D... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HAL | HALLIBURTON CO COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SNH | SENIOR HSG PPTYS TR SH... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
RMR | RMR GROUP INC CL A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SCHW | THE CHARLES SCHWAB COR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
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The securities at the top of the list , including SCHWAB U.S. LARGE-CAP ETF, ISHARES SHORT TERM CORPORATE BOND, and TECH SELECT SPDR, are the highest-conviction holdings of Buffington Mohr McNeal.
The conviction is calculated by counting the number of quarters a security has been reported by Buffington Mohr McNeal. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Buffington Mohr McNeal owns currently or has owned in the past.