569 is the total number of securities Coastline Trust Co has owned. The longest Coastline Trust Co has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MSFT | MICROSOFT CORP | 42 | 42 | 0.91% | 1.82% | 4.65% | Q2 2013 | Q3 2023 | 42 |
AAPL | APPLE INC | 42 | 42 | 0.50% | 1.58% | 4.69% | Q2 2013 | Q3 2023 | 42 |
VTI | VANGUARD TOTAL STOCK M... | 42 | 42 | 1.07% | 1.28% | 2.02% | Q2 2013 | Q3 2023 | 42 |
ADP | AUTOMATIC DATA PROCESS... | 42 | 42 | 0.76% | 1.20% | 2.00% | Q2 2013 | Q3 2023 | 42 |
VCSH | VANGUARD SHORT TERM CO... | 42 | 42 | 0.06% | 1.17% | 2.37% | Q2 2013 | Q3 2023 | 42 |
TMO | THERMO FISHER SCIENTIF... | 42 | 42 | 0.78% | 1.16% | 1.92% | Q2 2013 | Q3 2023 | 42 |
CMCSA | COMCAST CORP-CL A | 42 | 42 | 0.40% | 1.11% | 1.81% | Q2 2013 | Q3 2023 | 42 |
VWO | VANGUARD FTSE EMERGING... | 42 | 42 | 0.42% | 1.10% | 1.67% | Q2 2013 | Q3 2023 | 42 |
VEA | VANGUARD FTSE DEVELOPE... | 42 | 42 | 0.37% | 1.08% | 1.46% | Q2 2013 | Q3 2023 | 42 |
TIP | ISHARES BARCLAYS TIPS ... | 42 | 42 | 0.18% | 1.04% | 2.02% | Q2 2013 | Q3 2023 | 42 |
IWR | ISHARES RUSSELL MIDCAP... | 42 | 42 | 0.53% | 1.03% | 3.27% | Q2 2013 | Q3 2023 | 42 |
VEU | VANGUARD FTSE ALL-WORL... | 42 | 42 | 0.42% | 1.02% | 1.36% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON | 42 | 42 | 0.72% | 1.01% | 1.27% | Q2 2013 | Q3 2023 | 42 |
SYY | SYSCO CORP | 42 | 42 | 0.43% | 1.01% | 1.67% | Q2 2013 | Q3 2023 | 42 |
PG | PROCTER & GAMBLE CO | 42 | 42 | 0.68% | 0.89% | 1.14% | Q2 2013 | Q3 2023 | 42 |
ADBE | ADOBE SYS INC | 42 | 42 | 0.43% | 0.83% | 1.14% | Q2 2013 | Q3 2023 | 42 |
UNH | UNITEDHEALTH GROUP INC | 42 | 42 | 0.64% | 0.83% | 1.75% | Q2 2013 | Q3 2023 | 42 |
IWM | ISHARES RUSSELL 2000 I... | 42 | 42 | 0.34% | 0.81% | 2.32% | Q2 2013 | Q3 2023 | 42 |
KMB | KIMBERLY-CLARK CORP | 42 | 42 | 0.36% | 0.80% | 1.37% | Q2 2013 | Q3 2023 | 42 |
TD | TORONTO DOMINION BK ONT | 42 | 42 | 0.20% | 0.77% | 1.20% | Q2 2013 | Q3 2023 | 42 |
NKE | NIKE INC CLASS B | 42 | 42 | 0.33% | 0.75% | 1.11% | Q2 2013 | Q3 2023 | 42 |
VBR | VANGUARD SMALL CAP VAL... | 42 | 42 | 0.40% | 0.75% | 3.32% | Q2 2013 | Q3 2023 | 42 |
YUM | YUM! BRANDS INC | 42 | 42 | 0.42% | 0.71% | 0.94% | Q2 2013 | Q3 2023 | 42 |
PFE | PFIZER INC | 42 | 42 | 0.38% | 0.70% | 0.96% | Q2 2013 | Q3 2023 | 42 |
ACN | ACCENTURE PLC CL A | 42 | 42 | 0.38% | 0.68% | 0.95% | Q2 2013 | Q3 2023 | 42 |
CSCO | CISCO SYSTEMS INC | 42 | 42 | 0.34% | 0.67% | 1.00% | Q2 2013 | Q3 2023 | 42 |
PEP | PEPSICO INC COM | 42 | 42 | 0.48% | 0.67% | 0.86% | Q2 2013 | Q3 2023 | 42 |
MRK | MERCK & CO INC | 42 | 42 | 0.41% | 0.67% | 0.91% | Q2 2013 | Q3 2023 | 42 |
CL | COLGATE-PALMOLIVE | 42 | 42 | 0.27% | 0.66% | 1.16% | Q2 2013 | Q3 2023 | 42 |
ORCL | ORACLE CORPORATION COM | 42 | 42 | 0.52% | 0.64% | 0.84% | Q2 2013 | Q3 2023 | 42 |
PAYX | PAYCHEX INC | 42 | 42 | 0.42% | 0.63% | 1.21% | Q2 2013 | Q3 2023 | 42 |
BDX | BECTON DICKINSON & CO | 42 | 42 | 0.45% | 0.63% | 0.84% | Q2 2013 | Q3 2023 | 42 |
ITW | ILLINOIS TOOL WORKS | 42 | 42 | 0.42% | 0.63% | 0.96% | Q2 2013 | Q3 2023 | 42 |
CVX | CHEVRON CORPORATION | 42 | 42 | 0.15% | 0.61% | 1.95% | Q2 2013 | Q3 2023 | 42 |
BRKB | BERKSHIRE HATHAWAY INC... | 42 | 42 | 0.33% | 0.61% | 1.25% | Q2 2013 | Q3 2023 | 42 |
INTC | INTEL CORP | 42 | 42 | 0.11% | 0.61% | 0.87% | Q2 2013 | Q3 2023 | 42 |
BSV | VANGUARD SHORT TERM BO... | 42 | 42 | 0.03% | 0.60% | 1.92% | Q2 2013 | Q3 2023 | 42 |
PFF | ISHARES S&P PREF STK ETF | 42 | 42 | 0.09% | 0.59% | 1.75% | Q2 2013 | Q3 2023 | 42 |
AFL | AFLAC INC | 42 | 42 | 0.43% | 0.59% | 0.69% | Q2 2013 | Q3 2023 | 42 |
VZ | VERIZON COMMUNICATIONS | 42 | 42 | 0.07% | 0.57% | 0.77% | Q2 2013 | Q3 2023 | 42 |
VTIP | VANGUARD SHORT-TERM TIPS | 42 | 42 | 0.32% | 0.56% | 1.59% | Q2 2013 | Q3 2023 | 42 |
EFA | ISHARES MSCI EAFE INDE... | 42 | 42 | 0.16% | 0.55% | 1.01% | Q2 2013 | Q3 2023 | 42 |
NEE | NEXTERA ENERGY INC | 42 | 42 | 0.31% | 0.54% | 0.73% | Q2 2013 | Q3 2023 | 42 |
SDY | SPDR S&P DIVIDEND ETF | 42 | 42 | 0.24% | 0.51% | 1.12% | Q2 2013 | Q3 2023 | 42 |
CVS | CVS HEALTH CORP | 42 | 42 | 0.13% | 0.50% | 1.00% | Q2 2013 | Q3 2023 | 42 |
UNP | UNION PAC CORP COM | 42 | 42 | 0.30% | 0.46% | 0.80% | Q2 2013 | Q3 2023 | 42 |
MCD | MCDONALDS CORP COM | 42 | 42 | 0.30% | 0.46% | 0.65% | Q2 2013 | Q3 2023 | 42 |
GIS | GENERAL MILLS | 42 | 42 | 0.26% | 0.44% | 0.70% | Q2 2013 | Q3 2023 | 42 |
XOM | EXXONMOBIL CORP | 42 | 42 | 0.04% | 0.43% | 0.92% | Q2 2013 | Q3 2023 | 42 |
WM | WASTE MGMT INC DEL | 42 | 42 | 0.31% | 0.43% | 0.63% | Q2 2013 | Q3 2023 | 42 |
VNQ | VANGUARD REIT ETF | 42 | 42 | 0.19% | 0.42% | 0.63% | Q2 2013 | Q3 2023 | 42 |
VLO | VALERO ENERGY CORPORATION | 42 | 42 | 0.07% | 0.41% | 0.76% | Q2 2013 | Q3 2023 | 42 |
SWK | STANLEY BLACK & DECKER... | 42 | 42 | 0.06% | 0.41% | 0.75% | Q2 2013 | Q3 2023 | 42 |
EMR | EMERSON ELECTRIC | 42 | 42 | 0.25% | 0.41% | 0.76% | Q2 2013 | Q3 2023 | 42 |
STZ | CONSTELLATION BRANDS INC | 42 | 42 | 0.30% | 0.41% | 0.60% | Q2 2013 | Q3 2023 | 42 |
HON | HONEYWELL INTERNATIONA... | 42 | 42 | 0.06% | 0.39% | 1.09% | Q2 2013 | Q3 2023 | 42 |
ABBV | ABBVIE INC | 42 | 42 | 0.08% | 0.39% | 1.28% | Q2 2013 | Q3 2023 | 42 |
MPC | MARATHON PETROLEUM COR... | 42 | 42 | 0.04% | 0.39% | 0.85% | Q2 2013 | Q3 2023 | 42 |
SRE | SEMPRA ENERGY | 42 | 42 | 0.15% | 0.38% | 0.55% | Q2 2013 | Q3 2023 | 42 |
HRL | HORMEL FOODS CORP | 42 | 42 | 0.13% | 0.38% | 0.84% | Q2 2013 | Q3 2023 | 42 |
MDY | SPDR S&P MIDCAP 400 ET... | 42 | 42 | 0.24% | 0.38% | 0.55% | Q2 2013 | Q3 2023 | 42 |
SPY | SPDR S&P 500 ETF TRUST | 42 | 42 | 0.17% | 0.37% | 1.52% | Q2 2013 | Q3 2023 | 42 |
APD | AIR PRODS & CHEMS INC | 42 | 42 | 0.18% | 0.35% | 0.56% | Q2 2013 | Q3 2023 | 42 |
WAT | WATERS CORP | 42 | 42 | 0.07% | 0.34% | 0.44% | Q2 2013 | Q3 2023 | 42 |
GPN | GLOBAL PMTS INC | 42 | 42 | 0.07% | 0.34% | 0.49% | Q2 2013 | Q3 2023 | 42 |
DWX | SPDR S&P INTER DVD ETF | 42 | 42 | 0.10% | 0.32% | 0.84% | Q2 2013 | Q3 2023 | 42 |
MCK | MCKESSON HBOC INC | 42 | 42 | 0.10% | 0.32% | 0.73% | Q2 2013 | Q3 2023 | 42 |
IWD | ISHARES RUSSELL 1000 V... | 42 | 42 | 0.19% | 0.32% | 0.53% | Q2 2013 | Q3 2023 | 42 |
GD | GENERAL DYNAMICS CORP | 42 | 42 | 0.19% | 0.32% | 0.50% | Q2 2013 | Q3 2023 | 42 |
EPD | ENTERPRISE PRODS PARTN... | 42 | 42 | 0.03% | 0.31% | 0.90% | Q2 2013 | Q3 2023 | 42 |
HSIC | SCHEIN HENRY INC | 42 | 42 | 0.12% | 0.31% | 0.43% | Q2 2013 | Q3 2023 | 42 |
AVY | AVERY DENNISON CORP | 42 | 42 | 0.13% | 0.31% | 0.52% | Q2 2013 | Q3 2023 | 42 |
IWF | ISHARES TR RUSSELL 100... | 42 | 42 | 0.16% | 0.31% | 0.52% | Q2 2013 | Q3 2023 | 42 |
IBM | IBM CORPORATION | 42 | 42 | 0.04% | 0.29% | 0.68% | Q2 2013 | Q3 2023 | 42 |
JPM | JP MORGAN CHASE & CO | 42 | 42 | 0.09% | 0.29% | 0.57% | Q2 2013 | Q3 2023 | 42 |
BLK | BLACKROCK INC CLASS A | 42 | 42 | 0.13% | 0.28% | 0.49% | Q2 2013 | Q3 2023 | 42 |
DGX | QUEST DIAGNOSTICS INC | 42 | 42 | 0.13% | 0.28% | 0.46% | Q2 2013 | Q3 2023 | 42 |
LLY | ELI LILLY & CO | 42 | 42 | 0.09% | 0.28% | 1.49% | Q2 2013 | Q3 2023 | 42 |
IJR | ISHARES CORE S&P SMALL... | 42 | 42 | 0.08% | 0.27% | 1.22% | Q2 2013 | Q3 2023 | 42 |
NVS | NOVARTIS AG SPONSORED ADR | 42 | 42 | 0.18% | 0.27% | 0.39% | Q2 2013 | Q3 2023 | 42 |
ALV | AUTOLIV INC | 42 | 42 | 0.07% | 0.27% | 0.43% | Q2 2013 | Q3 2023 | 42 |
UPS | UNITED PARCEL SERVICE INC | 42 | 42 | 0.08% | 0.26% | 0.37% | Q2 2013 | Q3 2023 | 42 |
AXP | AMERICAN EXPRESS CO | 42 | 42 | 0.13% | 0.26% | 0.52% | Q2 2013 | Q3 2023 | 42 |
GLW | CORNING INC | 42 | 42 | 0.07% | 0.26% | 0.42% | Q2 2013 | Q3 2023 | 42 |
CSX | CSX CORPORATION | 42 | 42 | 0.17% | 0.26% | 0.34% | Q2 2013 | Q3 2023 | 42 |
EEM | ISHARES MSCI EMERGING ... | 42 | 42 | 0.06% | 0.24% | 0.47% | Q2 2013 | Q3 2023 | 42 |
UGI | UGI CORP NEW | 42 | 42 | 0.08% | 0.23% | 0.37% | Q2 2013 | Q3 2023 | 42 |
LOW | LOWES COS INC | 42 | 42 | 0.08% | 0.23% | 0.42% | Q2 2013 | Q3 2023 | 42 |
XLF | FINANCIAL SELECT SECTO... | 42 | 42 | 0.09% | 0.23% | 0.29% | Q2 2013 | Q3 2023 | 42 |
DE | DEERE & CO. | 42 | 42 | 0.09% | 0.23% | 0.47% | Q2 2013 | Q3 2023 | 42 |
PSX | PHILLIPS 66 | 42 | 42 | 0.04% | 0.21% | 0.39% | Q2 2013 | Q3 2023 | 42 |
CAT | CATERPILLAR INC DEL | 42 | 42 | 0.16% | 0.20% | 0.28% | Q2 2013 | Q3 2023 | 42 |
BRKA | BERKSHIRE HATHAWAY, CL... | 42 | 42 | 0.17% | 0.20% | 0.31% | Q2 2013 | Q3 2023 | 42 |
ADI | ANALOG DEVICES INC | 42 | 42 | 0.10% | 0.20% | 0.34% | Q2 2013 | Q3 2023 | 42 |
IWB | ISHARES RUSSELL 1000 I... | 42 | 42 | 0.12% | 0.20% | 0.30% | Q2 2013 | Q3 2023 | 42 |
TROW | PRICE T ROWE GROUP INC | 42 | 42 | 0.11% | 0.19% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PM | PHILIP MORRIS INTERNAT... | 42 | 42 | 0.06% | 0.19% | 0.36% | Q2 2013 | Q3 2023 | 42 |
RPM | RPM INTERNATIONAL INC | 42 | 42 | 0.07% | 0.17% | 0.25% | Q2 2013 | Q3 2023 | 42 |
CMI | CUMMINS INC | 42 | 42 | 0.08% | 0.15% | 0.30% | Q2 2013 | Q3 2023 | 42 |
MFC | MANULIFE FINANCIAL | 42 | 42 | 0.06% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 42 |
SO | SOUTHERN CO | 42 | 42 | 0.04% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
SON | SONOCO PRODUCTS CO | 42 | 42 | 0.04% | 0.11% | 0.15% | Q2 2013 | Q3 2023 | 42 |
APH | AMPHENOL CORP | 42 | 42 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
MO | ALTRIA GROUP INC | 42 | 42 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
CYAN | CYANOTECH CORP | 42 | 42 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
VCIT | VANGUARD INTER TERM CO... | 41 | 41 | 0.05% | 1.77% | 3.07% | Q2 2013 | Q2 2023 | 41 |
MTB | M & T BK CORP | 41 | 41 | 0.04% | 0.59% | 0.89% | Q2 2013 | Q2 2023 | 41 |
T | AT&T INC | 41 | 41 | 0.06% | 0.49% | 0.90% | Q2 2013 | Q2 2023 | 41 |
OMC | OMNICOM GROUP INC | 41 | 41 | 0.04% | 0.43% | 1.04% | Q2 2013 | Q2 2023 | 41 |
ETN | EATON CORP PLC | 41 | 41 | 0.06% | 0.38% | 0.65% | Q2 2013 | Q2 2023 | 41 |
WFC | WELLS FARGO & CO | 30 | 11 | 0.03% | 0.31% | 0.64% | Q2 2013 | Q3 2023 | 41 |
MMP | MAGELLAN MIDSTREAM PAR... | 41 | 41 | 0.05% | 0.31% | 0.77% | Q2 2013 | Q2 2023 | 41 |
TLK | TELEKOMUNIKASI INDONES... | 41 | 41 | 0.12% | 0.28% | 0.44% | Q2 2013 | Q2 2023 | 41 |
USB | US BANCORP | 40 | 40 | 0.08% | 0.41% | 0.78% | Q2 2013 | Q1 2023 | 40 |
CFR | CULLEN FROST BANKERS INC | 40 | 40 | 0.06% | 0.40% | 0.65% | Q2 2013 | Q1 2023 | 40 |
NATI | NATIONAL INSTRS CORP | 40 | 40 | 0.27% | 0.38% | 0.48% | Q2 2013 | Q1 2023 | 40 |
FICO | FAIR ISAAC CORP | 40 | 40 | 0.10% | 0.37% | 0.65% | Q2 2013 | Q1 2023 | 40 |
FDS | FACTSET | 40 | 40 | 0.04% | 0.33% | 0.48% | Q2 2013 | Q1 2023 | 40 |
BP | BP PLC SPONS ADR | 29 | 11 | 0.03% | 0.12% | 0.52% | Q2 2013 | Q3 2023 | 40 |
XLU | UTILITIES SELECT SECTO... | 40 | 40 | 0.03% | 0.09% | 0.20% | Q2 2013 | Q1 2023 | 40 |
IJH | ISHARES CORE S&P MID-C... | 25 | 14 | 0.05% | 0.74% | 2.92% | Q2 2013 | Q3 2023 | 39 |
AMGN | AMGEN INC | 39 | 39 | 0.08% | 0.50% | 0.88% | Q1 2014 | Q3 2023 | 39 |
BAX | BAXTER INTERNATIONAL INC | 39 | 39 | 0.20% | 0.36% | 0.46% | Q2 2013 | Q4 2022 | 39 |
ABT | ABBOTT LABS INC | 38 | 1 | 0.06% | 0.25% | 0.46% | Q2 2013 | Q3 2023 | 39 |
COP | CONOCOPHILLIPS | 27 | 1 | 0.03% | 0.17% | 0.43% | Q2 2013 | Q3 2023 | 39 |
XEL | XCEL ENERGY INC | 39 | 39 | 0.06% | 0.10% | 0.15% | Q1 2014 | Q3 2023 | 39 |
BIV | VANGUARD INTERMEDIATE-... | 38 | 38 | 0.05% | 0.78% | 1.40% | Q2 2013 | Q3 2022 | 38 |
DIS | WALT DISNEY COMPANY | 37 | 1 | 0.04% | 0.43% | 1.09% | Q4 2013 | Q3 2023 | 38 |
MMM | 3M CO | 38 | 38 | 0.08% | 0.32% | 0.47% | Q2 2013 | Q3 2022 | 38 |
AZO | AUTOZONE INC | 38 | 38 | 0.05% | 0.29% | 0.53% | Q2 2013 | Q3 2022 | 38 |
BMY | BRISTOL MYERS SQUIBB CO | 36 | 2 | 0.06% | 0.26% | 0.43% | Q4 2013 | Q3 2023 | 38 |
WHR | WHIRLPOOL CORPORATION COM | 38 | 38 | 0.07% | 0.26% | 0.41% | Q2 2013 | Q3 2022 | 38 |
FLRN | SPDR BLOOMBERG BARCLAY... | 38 | 38 | 0.01% | 0.23% | 0.60% | Q2 2013 | Q3 2022 | 38 |
DRI | DARDEN RESTAURANTS | 38 | 38 | 0.06% | 0.18% | 0.25% | Q2 2014 | Q3 2023 | 38 |
WDC | WESTERN DIGITAL CORP | 38 | 38 | 0.04% | 0.13% | 0.25% | Q2 2013 | Q3 2022 | 38 |
KO | COCA COLA CO | 38 | 38 | 0.03% | 0.13% | 0.20% | Q2 2014 | Q3 2023 | 38 |
VWOB | VANGUARD EMERGING MARKETS | 37 | 37 | 0.34% | 1.45% | 1.95% | Q3 2013 | Q3 2022 | 37 |
J | JACOBS ENGR GROUP INC | 37 | 37 | 0.45% | 0.79% | 1.53% | Q2 2013 | Q2 2022 | 37 |
TSM | TAIWAN SEMICONDUCTOR S... | 37 | 37 | 0.13% | 0.42% | 0.64% | Q2 2013 | Q2 2022 | 37 |
DEM | WISDOMTREE EMG MKTS EQ... | 37 | 37 | 0.10% | 0.26% | 0.66% | Q2 2013 | Q2 2022 | 37 |
DHR | DANAHER CORP | 37 | 37 | 0.13% | 0.26% | 0.40% | Q3 2014 | Q3 2023 | 37 |
ANTM | ELEVANCE HEALTH INC | 36 | 36 | 0.44% | 0.64% | 0.89% | Q4 2014 | Q3 2023 | 36 |
VXF | VANGUARD EXTENDED MARK... | 36 | 36 | 0.10% | 0.59% | 1.05% | Q4 2014 | Q3 2023 | 36 |
COST | COSTCO WHOLESALE CORP NEW | 36 | 36 | 0.13% | 0.34% | 0.66% | Q4 2014 | Q3 2023 | 36 |
BNDX | VANGUARD TOTAL INTERNA... | 36 | 36 | 0.05% | 0.26% | 0.38% | Q4 2013 | Q3 2022 | 36 |
BND | VANGUARD TOTAL BOND MA... | 36 | 36 | 0.11% | 0.26% | 0.60% | Q2 2013 | Q1 2022 | 36 |
AWK | AMERICAN WATER WORKS C... | 36 | 36 | 0.09% | 0.17% | 0.22% | Q4 2014 | Q3 2023 | 36 |
MIDD | MIDDLEBY CORP | 36 | 36 | 0.04% | 0.14% | 0.21% | Q4 2014 | Q3 2023 | 36 |
CHD | CHURCH & DWIGHT INC | 36 | 36 | 0.03% | 0.13% | 0.22% | Q4 2014 | Q3 2023 | 36 |
ED | CONSOLIDATED EDISON INC | 36 | 36 | 0.04% | 0.12% | 0.22% | Q4 2014 | Q3 2023 | 36 |
CLX | CLOROX COMPANY | 36 | 36 | 0.04% | 0.09% | 0.15% | Q4 2014 | Q3 2023 | 36 |
WRB | WR BERKLEY CORP | 36 | 36 | 0.04% | 0.05% | 0.07% | Q4 2014 | Q3 2023 | 36 |
MDT | MEDTRONIC PLC | 35 | 35 | 0.08% | 0.19% | 0.37% | Q1 2015 | Q3 2023 | 35 |
IBB | ISHARES NASDAQ BIOTECH... | 35 | 35 | 0.10% | 0.14% | 0.38% | Q4 2014 | Q2 2023 | 35 |
KMI | KINDER MORGAN INC | 35 | 35 | 0.03% | 0.13% | 0.45% | Q4 2014 | Q2 2023 | 35 |
ENB | ENBRIDGE INCORPORATED | 35 | 35 | 0.04% | 0.10% | 0.20% | Q4 2014 | Q2 2023 | 35 |
ICF | ISHARES COHEN & STEERS... | 19 | 16 | 0.03% | 0.08% | 0.22% | Q2 2013 | Q3 2022 | 35 |
OXY | OCCIDENTAL PETE CORP | 28 | 6 | 0.05% | 0.63% | 1.42% | Q2 2013 | Q3 2023 | 34 |
QCOM | QUALCOMM INC COM | 30 | 4 | 0.05% | 0.34% | 0.69% | Q4 2014 | Q3 2023 | 34 |
DVA | DAVITA INC | 27 | 7 | 0.05% | 0.10% | 0.20% | Q1 2015 | Q3 2023 | 34 |
WU | WESTERN UNION CO | 34 | 34 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2021 | 34 |
DUK | DUKE ENERGY CORP | 34 | 34 | 0.04% | 0.07% | 0.11% | Q4 2014 | Q1 2023 | 34 |
GNTX | GENTEX CORP | 33 | 33 | 0.12% | 0.67% | 1.15% | Q2 2013 | Q2 2021 | 33 |
LQD | ISHARES IBOXX INV GRD ... | 33 | 33 | 0.15% | 0.49% | 0.78% | Q4 2014 | Q4 2022 | 33 |
SJNK | SPDR BLOOMBERG ST YIEL... | 33 | 33 | 0.07% | 0.48% | 1.40% | Q3 2014 | Q3 2022 | 33 |
SLB | SCHLUMBERGER LTD | 27 | 1 | 0.03% | 0.19% | 0.52% | Q2 2013 | Q3 2023 | 33 |
SJM | JM SMUCKER CO/THE-NEW COM | 16 | 2 | 0.03% | 0.06% | 0.10% | Q4 2014 | Q3 2023 | 33 |
AMZN | AMAZON COM INC | 32 | 32 | 0.07% | 1.48% | 2.57% | Q4 2015 | Q3 2023 | 32 |
GOOGL | ALPHABET INC CL A | 32 | 32 | 0.58% | 1.36% | 2.86% | Q4 2015 | Q3 2023 | 32 |
ATVI | ACTIVISION BLIZZARD, INC | 32 | 32 | 0.07% | 0.33% | 0.63% | Q4 2015 | Q3 2023 | 32 |
EA | ELECTRONIC ARTS INC | 32 | 32 | 0.11% | 0.33% | 0.65% | Q4 2015 | Q3 2023 | 32 |
VIOO | VANGUARD S&P SMALL-CAP... | 32 | 32 | 0.05% | 0.32% | 0.54% | Q4 2015 | Q3 2023 | 32 |
FRA | BLACKROCK FLOAT RT INC... | 32 | 32 | 0.02% | 0.17% | 0.38% | Q2 2013 | Q1 2021 | 32 |
CAC | CAMDEN NATIONAL CORP | 32 | 32 | 0.09% | 0.14% | 0.21% | Q4 2015 | Q3 2023 | 32 |
VGK | VANGUARD EUROPEAN ETF | 32 | 32 | 0.05% | 0.14% | 0.18% | Q3 2014 | Q2 2022 | 32 |
D | DOMINION RESOURCES INC VA | 32 | 32 | 0.04% | 0.12% | 0.21% | Q4 2014 | Q3 2022 | 32 |
EMB | ISHARES JP MORGAN EM B... | 32 | 32 | 0.04% | 0.11% | 0.21% | Q4 2014 | Q3 2022 | 32 |
WEC | WEC ENERGY GROUP INC | 32 | 32 | 0.05% | 0.09% | 0.12% | Q3 2015 | Q2 2023 | 32 |
UL | UNILEVER PLC SPONS ADR | 26 | 1 | 0.04% | 0.06% | 0.10% | Q4 2014 | Q2 2023 | 32 |
TKR | TIMKEN CO | 13 | 9 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2022 | 32 |
HYS | PIMCO 0-5 YEAR H/Y COR... | 31 | 31 | 0.14% | 0.77% | 1.36% | Q1 2016 | Q3 2023 | 31 |
CB | CHUBB LTD | 31 | 31 | 0.56% | 0.74% | 0.99% | Q1 2016 | Q3 2023 | 31 |
EV | EATON VANCE CORP | 31 | 31 | 0.22% | 0.35% | 0.48% | Q2 2013 | Q4 2020 | 31 |
DLS | WISDOMTREE INTL S/C DV... | 31 | 31 | 0.09% | 0.32% | 0.51% | Q4 2014 | Q2 2022 | 31 |
WBA | WALGREENS BOOTS ALLIAN... | 31 | 31 | 0.04% | 0.09% | 0.18% | Q4 2014 | Q2 2022 | 31 |
HIG | HARTFORD FINL SVCS GRO... | 31 | 31 | 0.04% | 0.08% | 0.16% | Q3 2014 | Q1 2022 | 31 |
MCHP | MICROCHIP TECHNOLOGY INC | 31 | 31 | 0.04% | 0.07% | 0.10% | Q1 2015 | Q3 2022 | 31 |
FLO | FLOWERS FOODS INC | 27 | 1 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q4 2021 | 31 |
FB | META PLATFORMS INC CL A | 27 | 3 | 0.13% | 0.62% | 1.26% | Q1 2016 | Q3 2023 | 30 |
V | VISA INC-CLASS A | 30 | 30 | 0.08% | 0.58% | 1.16% | Q2 2016 | Q3 2023 | 30 |
MA | MASTERCARD INC-A | 30 | 30 | 0.14% | 0.58% | 0.97% | Q2 2016 | Q3 2023 | 30 |
VOO | VANGUARD S&P 500 ETF | 30 | 30 | 0.19% | 0.37% | 0.79% | Q2 2016 | Q3 2023 | 30 |
IVOO | VANGUARD S&P MID CAP 4... | 30 | 30 | 0.10% | 0.26% | 0.36% | Q2 2016 | Q3 2023 | 30 |
BAC | BANK OF AMERICA CORP | 29 | 29 | 0.07% | 0.38% | 0.87% | Q3 2016 | Q3 2023 | 29 |
LNT | ALLIANT ENERGY CORP | 26 | 3 | 0.03% | 0.20% | 0.31% | Q4 2014 | Q3 2023 | 29 |
VXUS | VANGUARD TOTAL INTL ST... | 29 | 29 | 0.03% | 0.10% | 0.18% | Q1 2015 | Q1 2022 | 29 |
MOO | VANECK VECTORS AGRIBUS... | 29 | 29 | 0.03% | 0.05% | 0.06% | Q2 2016 | Q2 2023 | 29 |
FDX | FEDEX CORP | 13 | 1 | 0.03% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 29 |
UTX | UNITED TECHNOLOGIES CORP | 28 | 28 | 0.26% | 0.32% | 0.41% | Q2 2013 | Q1 2020 | 28 |
RTN | RAYTHEON COMPANY | 28 | 28 | 0.22% | 0.32% | 0.40% | Q2 2013 | Q1 2020 | 28 |
TJX | TJX COMPANIES | 28 | 28 | 0.06% | 0.30% | 0.51% | Q4 2016 | Q3 2023 | 28 |
HAS | HASBRO INC COM | 28 | 28 | 0.05% | 0.14% | 0.25% | Q4 2015 | Q3 2022 | 28 |
KSU | KANSAS CITY SOUTHERN | 28 | 28 | 0.10% | 0.12% | 0.17% | Q4 2014 | Q3 2021 | 28 |
AON | AON PLC | 28 | 28 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q1 2020 | 28 |
ARW | ARROW ELECTRONICS INC | 27 | 1 | 0.04% | 0.06% | 0.14% | Q1 2015 | Q3 2022 | 28 |
WTR | AQUA AMERICA INC | 27 | 27 | 0.34% | 0.64% | 1.19% | Q2 2013 | Q4 2019 | 27 |
RMD | RESMED INC | 27 | 27 | 0.07% | 0.47% | 0.79% | Q1 2017 | Q3 2023 | 27 |
VTEB | VANGUARD TAX-EXEMPT BO... | 27 | 27 | 0.09% | 0.46% | 1.06% | Q1 2017 | Q3 2023 | 27 |
A | AGILENT TECHNOLOGIES INC | 27 | 27 | 0.05% | 0.27% | 0.40% | Q1 2017 | Q3 2023 | 27 |
EQT | EQT CORPORATION | 25 | 2 | 0.05% | 0.22% | 0.58% | Q2 2013 | Q3 2023 | 27 |
SU | SUNCOR ENERGY INC | 27 | 27 | 0.04% | 0.21% | 0.40% | Q2 2013 | Q4 2019 | 27 |
BFB | BROWN FORMAN CL B | 27 | 27 | 0.04% | 0.17% | 0.29% | Q1 2017 | Q3 2023 | 27 |
VNQI | VANGUARD GLBL EX-US RE... | 26 | 1 | 0.04% | 0.16% | 0.29% | Q4 2014 | Q1 2022 | 27 |
IEMG | ISHARES CORE MSCI EMER... | 24 | 3 | 0.05% | 0.08% | 0.14% | Q4 2016 | Q3 2023 | 27 |
WMT | WALMART STORES INC | 18 | 9 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 27 |
NOC | NORTHROP GRUMMAN CORPO... | 12 | 4 | 0.03% | 0.05% | 0.13% | Q4 2015 | Q3 2023 | 27 |
VYMI | VANGUARD INT HIGH DVD ... | 23 | 4 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 27 |
SBUX | STARBUCKS CORP | 26 | 26 | 0.04% | 0.31% | 0.58% | Q2 2017 | Q3 2023 | 26 |
BBT | BB&T CORP | 26 | 26 | 0.07% | 0.24% | 0.39% | Q2 2013 | Q3 2019 | 26 |
MTD | METTLER-TOLEDO INTL IN... | 26 | 26 | 0.05% | 0.15% | 0.27% | Q2 2017 | Q3 2023 | 26 |
BA | BOEING CO | 16 | 4 | 0.02% | 0.14% | 0.40% | Q3 2016 | Q3 2023 | 26 |
RIO | RIO TINTO PLC SPNSD ADR | 26 | 26 | 0.04% | 0.10% | 0.18% | Q2 2017 | Q3 2023 | 26 |
VDE | VANGUARD ENERGY ETF | 19 | 2 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 26 |
VAW | VANGUARD MATERIALS ETF | 11 | 4 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q1 2023 | 26 |
NVDA | NVIDIA CORP | 25 | 25 | 0.13% | 1.14% | 3.81% | Q3 2017 | Q3 2023 | 25 |
GE | GENERAL ELECTRIC CORP | 25 | 25 | 0.02% | 0.34% | 0.60% | Q2 2013 | Q2 2019 | 25 |
APC | ANADARKO PETROLEUM CORP. | 25 | 25 | 0.16% | 0.29% | 0.55% | Q2 2013 | Q2 2019 | 25 |
GOOG | ALPHABET INC CL C | 25 | 25 | 0.05% | 0.16% | 0.25% | Q3 2017 | Q3 2023 | 25 |
INTU | INTUIT | 25 | 25 | 0.04% | 0.15% | 0.35% | Q3 2017 | Q3 2023 | 25 |
PPL | PPL CORPORATION | 25 | 25 | 0.03% | 0.14% | 0.20% | Q2 2013 | Q2 2019 | 25 |
PGR | PROGRESSIVE CORP OHIO COM | 25 | 25 | 0.05% | 0.13% | 0.17% | Q3 2017 | Q3 2023 | 25 |
HRS | HARRIS CORP DEL COM | 25 | 25 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q2 2019 | 25 |
CHL | CHINA MOBILE LIMITED S... | 25 | 25 | 0.05% | 0.09% | 0.14% | Q4 2014 | Q4 2020 | 25 |
OKE | ONEOK INC NEW | 25 | 25 | 0.03% | 0.08% | 0.20% | Q3 2017 | Q3 2023 | 25 |
BHP | BHP GROUP LTD SPONS ADR | 25 | 25 | 0.04% | 0.07% | 0.11% | Q3 2016 | Q3 2022 | 25 |
SBAC | SBA COMMUNICATIONS COR... | 25 | 25 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q2 2023 | 25 |
DTE | DTE ENERGY CO | 11 | 4 | 0.02% | 0.05% | 0.09% | Q4 2015 | Q4 2022 | 25 |
SHYG | ISHARES 0-5 YR HY CORP... | 24 | 24 | 0.07% | 0.53% | 0.90% | Q4 2017 | Q3 2023 | 24 |
BMS | BEMIS CO | 24 | 24 | 0.31% | 0.52% | 0.72% | Q2 2013 | Q1 2019 | 24 |
MSI | MOTOROLA SOLUTIONS, INC | 24 | 24 | 0.05% | 0.34% | 0.48% | Q4 2017 | Q3 2023 | 24 |
HD | HOME DEPOT INC COM | 24 | 24 | 0.15% | 0.22% | 0.34% | Q4 2017 | Q3 2023 | 24 |
CE | CELANESE CORP COMMON S... | 24 | 24 | 0.04% | 0.19% | 0.33% | Q4 2017 | Q3 2023 | 24 |
PANW | PALO ALTO NETWORKS INC | 23 | 1 | 0.04% | 0.14% | 0.70% | Q4 2015 | Q3 2023 | 24 |
HAL | HALLIBURTON CO COM | 24 | 24 | 0.06% | 0.13% | 0.21% | Q3 2013 | Q2 2019 | 24 |
UN | UNILEVER N V -NY SHARES | 24 | 24 | 0.07% | 0.12% | 0.16% | Q4 2014 | Q3 2020 | 24 |
TXN | TEXAS INSTRUMENTS COM | 24 | 24 | 0.03% | 0.11% | 0.18% | Q4 2017 | Q3 2023 | 24 |
JHMM | JOHN HANCOCK MULTI FAC... | 24 | 24 | 0.05% | 0.09% | 0.16% | Q4 2017 | Q3 2023 | 24 |
AMT | AMERICAN TOWER CORP REIT | 24 | 24 | 0.05% | 0.08% | 0.13% | Q4 2017 | Q3 2023 | 24 |
VOYA | VOYA FINANCIAL, INC. | 24 | 24 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q3 2023 | 24 |
EXC | EXELON CORP | 24 | 24 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 24 |
PNC | PNC FINANCIAL SERVICES... | 12 | 1 | 0.03% | 0.06% | 0.13% | Q3 2016 | Q1 2023 | 23 |
NSC | NORFOLK SOUTHERN CORP | 19 | 1 | 0.03% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 23 |
VRP | INVESCO VARIABLE RATE ... | 22 | 22 | 0.07% | 0.82% | 1.48% | Q2 2018 | Q3 2023 | 22 |
PX | PRAXAIR INC | 22 | 22 | 0.46% | 0.78% | 1.05% | Q2 2013 | Q3 2018 | 22 |
XT | ISHARES EXPONENTIAL TE... | 22 | 22 | 0.07% | 0.52% | 1.03% | Q2 2017 | Q3 2022 | 22 |
NFLX | NETFLIX INC | 22 | 22 | 0.04% | 0.49% | 0.86% | Q2 2018 | Q3 2023 | 22 |
WH | WYNDHAM HOTELS & RESOR... | 22 | 22 | 0.15% | 0.24% | 0.37% | Q2 2018 | Q3 2023 | 22 |
COL | ROCKWELL COLLINS | 22 | 22 | 0.14% | 0.17% | 0.19% | Q2 2013 | Q3 2018 | 22 |
WASH | WASHINGTON TRUST BANCORP | 22 | 22 | 0.03% | 0.13% | 0.21% | Q3 2017 | Q4 2022 | 22 |
FLR | FLUOR CORP NEW | 22 | 22 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q3 2018 | 22 |
VFC | V F CORP | 22 | 22 | 0.04% | 0.09% | 0.11% | Q1 2017 | Q2 2022 | 22 |
HFC | HOLLYFRONTIER CORPORATION | 22 | 22 | 0.04% | 0.08% | 0.13% | Q1 2015 | Q2 2020 | 22 |
JPS | NUVEEN PREFERRED & INC... | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
CTXS | CITRIX SYS INC | 21 | 21 | 0.06% | 0.40% | 0.77% | Q3 2017 | Q3 2022 | 21 |
ITT | ITT INC | 12 | 9 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q2 2022 | 21 |
RVT | ROYCE VALUE TR INC | 21 | 21 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q3 2023 | 21 |
PGX | POWERSHARES PREFERRED ... | 20 | 20 | 0.55% | 0.88% | 1.65% | Q2 2013 | Q1 2018 | 20 |
CNP | CENTERPOINT ENERGY INC | 20 | 20 | 0.04% | 0.15% | 0.27% | Q2 2013 | Q1 2018 | 20 |
MU | MICRON TECHNOLOGY INC COM | 16 | 4 | 0.10% | 0.13% | 0.17% | Q4 2017 | Q3 2023 | 20 |
CRM | SALESFORCE INC | 18 | 2 | 0.03% | 0.12% | 0.22% | Q4 2017 | Q3 2023 | 20 |
TMUS | T-MOBILE US INC | 13 | 7 | 0.03% | 0.06% | 0.14% | Q4 2017 | Q2 2023 | 20 |
AEP | AMERICAN ELEC POWER | 11 | 3 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q2 2023 | 20 |
ZTS | ZOETIS INC | 19 | 19 | 0.11% | 0.49% | 0.80% | Q1 2019 | Q3 2023 | 19 |
MON | MONSANTO CO NEW | 19 | 19 | 0.05% | 0.26% | 0.42% | Q2 2013 | Q4 2017 | 19 |
VFQY | VANGUARD U.S. QUALITY ... | 18 | 1 | 0.04% | 0.20% | 0.27% | Q3 2018 | Q3 2023 | 19 |
HUBB | HUBBELL INC | 19 | 19 | 0.08% | 0.18% | 0.33% | Q1 2019 | Q3 2023 | 19 |
RDSA | ROYAL DUTCH-ADR A | 19 | 19 | 0.06% | 0.17% | 0.35% | Q4 2014 | Q2 2019 | 19 |
EQIX | EQUINIX INC REIT | 19 | 19 | 0.03% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 19 |
GS | GOLDMAN SACHS GROUP INC | 12 | 7 | 0.05% | 0.07% | 0.12% | Q1 2017 | Q3 2023 | 19 |
AZN | ASTRAZENECA PLC SPONS ADR | 19 | 19 | 0.03% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 19 |
SYF | SYNCHRONY FINANCIAL | 15 | 4 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q1 2023 | 19 |
IEI | ISHARES BARCLAYS 3-7 Y... | 19 | 19 | 0.04% | 0.05% | 0.11% | Q4 2014 | Q2 2019 | 19 |
BCR | CR BARD INC | 18 | 18 | 0.54% | 0.67% | 0.87% | Q2 2013 | Q3 2017 | 18 |
NEP | NEXTERA ENERGY PARTNER... | 18 | 18 | 0.03% | 0.65% | 1.28% | Q2 2019 | Q3 2023 | 18 |
PGX | INVESCO PREFERRED ETF | 18 | 18 | 0.07% | 0.35% | 0.54% | Q2 2018 | Q3 2022 | 18 |
DD | DUPONT DE NEMOURS INC | 18 | 18 | 0.16% | 0.24% | 0.32% | Q2 2019 | Q3 2023 | 18 |
AMCR | AMCOR PLC | 18 | 18 | 0.08% | 0.22% | 0.37% | Q2 2019 | Q3 2023 | 18 |
PYPL | PAYPAL HOLDINGS INC | 18 | 18 | 0.03% | 0.16% | 0.33% | Q1 2018 | Q2 2022 | 18 |
LUMN | CENTURYLINK INC | 18 | 18 | 0.06% | 0.16% | 0.35% | Q2 2013 | Q3 2017 | 18 |
DOW | DOW INC | 18 | 18 | 0.11% | 0.16% | 0.20% | Q2 2019 | Q3 2023 | 18 |
FISV | FISERV INC WISCONSIN | 14 | 1 | 0.03% | 0.12% | 0.28% | Q3 2017 | Q2 2022 | 18 |
LEG | LEGGETT & PLATT COM | 18 | 18 | 0.03% | 0.09% | 0.22% | Q1 2019 | Q2 2023 | 18 |
DBD | DIEBOLD NIXDORF INC | 18 | 18 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2017 | 18 |
MDLZ | MONDELEZ INTERNATIONAL... | 17 | 1 | 0.03% | 0.07% | 0.12% | Q4 2014 | Q4 2021 | 18 |
ABC | AMERISOURCEBERGEN CORP | 10 | 1 | 0.03% | 0.04% | 0.07% | Q2 2017 | Q4 2022 | 18 |
HSY | THE HERSHEY COMPANY | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
WAB | WABTEC CORP | 12 | 6 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 18 |
HQH | TEKLA HEALTHCARE INVES... | 14 | 4 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q1 2023 | 18 |
DD | DU PONT E I DE NEMOURS... | 17 | 17 | 0.35% | 0.52% | 0.61% | Q2 2013 | Q2 2017 | 17 |
TEVA | TEVA PHARMACEUTICAL IN... | 17 | 17 | 0.18% | 0.31% | 0.41% | Q2 2013 | Q2 2017 | 17 |
SPGI | S&P GLOBAL INC | 16 | 1 | 0.04% | 0.31% | 0.62% | Q3 2018 | Q1 2023 | 17 |
OLED | UNIVERSAL DISPLAY CORP | 17 | 17 | 0.06% | 0.27% | 0.48% | Q2 2018 | Q2 2022 | 17 |
WYND | WYNDHAM WORL-W/I | 17 | 17 | 0.09% | 0.21% | 0.36% | Q1 2016 | Q1 2020 | 17 |
DVN | DEVON ENERGY CORPORATI... | 11 | 6 | 0.08% | 0.21% | 0.42% | Q2 2013 | Q3 2023 | 17 |
LIN | LINDE PLC | 17 | 17 | 0.18% | 0.21% | 0.24% | Q4 2018 | Q4 2022 | 17 |
LHX | L3 HARRIS TECHNOLOGIES... | 17 | 17 | 0.10% | 0.17% | 0.25% | Q3 2019 | Q3 2023 | 17 |
DOW | DOW CHEMICAL COMPANY | 17 | 17 | 0.12% | 0.16% | 0.19% | Q2 2013 | Q2 2017 | 17 |
TGT | TARGET CORP | 11 | 1 | 0.04% | 0.15% | 0.38% | Q4 2014 | Q4 2022 | 17 |
AIG | AMERICAN INTERNATIONAL... | 17 | 17 | 0.05% | 0.11% | 0.17% | Q3 2019 | Q3 2023 | 17 |
AMD | ADVANCED MICRO DEVICES... | 17 | 17 | 0.06% | 0.11% | 0.23% | Q3 2019 | Q3 2023 | 17 |
DGS | WISDOMTREE EMERGING MK... | 17 | 17 | 0.06% | 0.09% | 0.14% | Q1 2016 | Q1 2020 | 17 |
BK | BANK OF NEW YORK MELLO... | 9 | 1 | 0.03% | 0.06% | 0.09% | Q4 2014 | Q1 2023 | 17 |
TAP | MOLSON COORS-B | 15 | 1 | 0.03% | 0.05% | 0.09% | Q2 2014 | Q1 2019 | 17 |
HONE | HARBORONE BANCORP INC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
WIP | SPDR FTSE INTERNATIONA... | 11 | 2 | 0.02% | 0.78% | 1.64% | Q2 2013 | Q4 2021 | 16 |
ABB | ABB LTD-SPON ADR | 16 | 16 | 0.03% | 0.17% | 0.27% | Q2 2019 | Q1 2023 | 16 |
VOD | VODAFONE GROUP SPONS ADR | 16 | 16 | 0.04% | 0.14% | 0.50% | Q1 2014 | Q4 2017 | 16 |
F | FORD MOTOR CO DEL | 13 | 3 | 0.02% | 0.11% | 0.21% | Q3 2014 | Q3 2018 | 16 |
BUD | ANHEUSER-BUSCH INVEV S... | 16 | 16 | 0.03% | 0.09% | 0.14% | Q4 2014 | Q3 2018 | 16 |
TEAM | ATLASSIAN CORP PLC CL A | 16 | 16 | 0.04% | 0.08% | 0.13% | Q3 2018 | Q2 2022 | 16 |
CME | CME GROUP INC. | 11 | 5 | 0.07% | 0.08% | 0.09% | Q3 2019 | Q3 2023 | 16 |
IDXX | IDEXX LABS INC | 7 | 1 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q2 2023 | 16 |
WTRG | ESSENTIAL UTILITIES INC | 15 | 15 | 0.15% | 0.30% | 0.41% | Q1 2020 | Q3 2023 | 15 |
CFG | CITIZENS FINANCIAL GRO... | 15 | 15 | 0.08% | 0.19% | 0.45% | Q3 2019 | Q1 2023 | 15 |
LLL | L-3 COM HLDGS INC | 15 | 15 | 0.09% | 0.13% | 0.18% | Q2 2013 | Q4 2016 | 15 |
TT | TRANE TECHNOLOGIES PLC | 15 | 15 | 0.06% | 0.11% | 0.16% | Q1 2020 | Q3 2023 | 15 |
GME | GAMESTOP CORP-A | 13 | 2 | 0.06% | 0.11% | 0.16% | Q3 2013 | Q3 2017 | 15 |
SCHW | CHARLES SCHWAB CORP | 13 | 2 | 0.04% | 0.09% | 0.20% | Q4 2017 | Q3 2023 | 15 |
GILD | GILEAD SCIENCES INC | 7 | 1 | 0.03% | 0.09% | 0.26% | Q1 2017 | Q3 2023 | 15 |
SHY | ISHARES BARCLAYS 1-3 Y... | 8 | 7 | 0.03% | 0.08% | 0.11% | Q2 2013 | Q3 2022 | 15 |
BTI | BRITISH AMERN TOB PLC ... | 15 | 15 | 0.05% | 0.06% | 0.11% | Q4 2014 | Q2 2018 | 15 |
PRU | PRUDENTIAL FINL INC | 14 | 1 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q1 2022 | 15 |
RWX | SPDR DJ WILSHIRE INTL ... | 14 | 14 | 0.24% | 0.55% | 0.73% | Q2 2013 | Q3 2016 | 14 |
TFC | TRUIST FINANCIAL CORP | 14 | 14 | 0.17% | 0.36% | 0.48% | Q4 2019 | Q1 2023 | 14 |
FLOT | ISHARES FLOATING RATE ... | 12 | 2 | 0.03% | 0.13% | 0.22% | Q2 2018 | Q2 2022 | 14 |
JNK | SPDR BLOOMBERG HIGH YI... | 14 | 14 | 0.03% | 0.13% | 0.26% | Q2 2019 | Q3 2022 | 14 |
SPYX | SPDR S&P 500 FOSSIL FU... | 14 | 14 | 0.03% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
AGN | ALLERGAN PLC | 8 | 6 | 0.04% | 0.07% | 0.11% | Q2 2015 | Q3 2019 | 14 |
VYM | VANGUARD HIGH DVD YIEL... | 6 | 3 | 0.04% | 0.07% | 0.09% | Q2 2017 | Q4 2022 | 14 |
SPEM | SPDR PORTFOLIO EMERGIN... | 14 | 14 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q1 2022 | 14 |
VB | VANGUARD SMALL-CAP ETF | 11 | 1 | 0.03% | 0.05% | 0.13% | Q1 2019 | Q3 2023 | 14 |
AON | AON PLC | 14 | 14 | 0.04% | 0.05% | 0.13% | Q2 2020 | Q3 2023 | 14 |
JCI | JOHNSON CONTROLS INC | 13 | 13 | 0.30% | 0.42% | 0.58% | Q2 2013 | Q2 2016 | 13 |
TSLA | TESLA INC | 13 | 13 | 0.12% | 0.40% | 0.85% | Q3 2020 | Q3 2023 | 13 |
DNKN | DUNKIN' BRANDS GROUP INC | 13 | 13 | 0.05% | 0.19% | 0.33% | Q3 2017 | Q3 2020 | 13 |
RCL | ROYAL CARIBBEAN CRUISE... | 12 | 1 | 0.02% | 0.08% | 0.16% | Q1 2017 | Q1 2022 | 13 |
KLAC | KLA CORP | 12 | 1 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q1 2023 | 13 |
SYK | STRYKER CORP COM | 12 | 1 | 0.03% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 13 |
JWN | NORDSTROM INC COM | 8 | 4 | 0.06% | 0.12% | 0.18% | Q4 2013 | Q1 2017 | 12 |
GLD | SPDR GOLD TRUST | 11 | 1 | 0.03% | 0.11% | 0.28% | Q2 2013 | Q3 2020 | 12 |
ICE | INTERCONTINENTAL EXCHA... | 7 | 5 | 0.04% | 0.10% | 0.13% | Q4 2017 | Q3 2023 | 12 |
SQ | SQUARE INC CL A | 12 | 12 | 0.03% | 0.08% | 0.13% | Q3 2019 | Q2 2022 | 12 |
BCSPRCCL | BARCLAYS BANK PLC 7.75... | 12 | 12 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q1 2016 | 12 |
MOO | MARKET VECTORS AGRIBUS... | 12 | 12 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q1 2016 | 12 |
AMAT | APPLIED MATERIALS | 12 | 12 | 0.03% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 12 |
BAM | BROOKFIELD ASSET MANAG... | 9 | 3 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q4 2017 | 12 |
BSX | BOSTON SCIENTIFIC CORP | 11 | 1 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2023 | 12 |
BOKF | BOK FINANCIAL CORPORATION | 8 | 4 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q4 2019 | 12 |
CB | CHUBB CORP | 11 | 11 | 0.61% | 0.74% | 0.89% | Q2 2013 | Q4 2015 | 11 |
MRO | MARATHON OIL CORP | 11 | 11 | 0.03% | 0.44% | 0.61% | Q2 2013 | Q4 2015 | 11 |
ACE | ACE LIMITED | 11 | 11 | 0.34% | 0.42% | 0.46% | Q2 2013 | Q4 2015 | 11 |
BLV | VANGUARD LONG-TERM BON... | 6 | 2 | 0.06% | 0.39% | 0.92% | Q1 2015 | Q4 2021 | 11 |
MS | MORGAN STANLEY | 11 | 11 | 0.15% | 0.29% | 0.42% | Q1 2021 | Q3 2023 | 11 |
APA | APACHE CORP | 9 | 2 | 0.04% | 0.21% | 0.32% | Q2 2013 | Q3 2017 | 11 |
GAS | AGL RES INC | 11 | 11 | 0.10% | 0.20% | 0.28% | Q4 2013 | Q2 2016 | 11 |
OKS | ONEOK PARTNERS LP | 11 | 11 | 0.13% | 0.16% | 0.20% | Q4 2014 | Q2 2017 | 11 |
PNRA | PANERA BREAD COMPANY | 11 | 11 | 0.04% | 0.15% | 0.24% | Q4 2014 | Q2 2017 | 11 |
AMP | AMERIPRISE FINANCIAL INC. | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
GSK | GLAXO SMITHKLINE SPONS... | 10 | 1 | 0.03% | 0.05% | 0.06% | Q2 2017 | Q3 2020 | 11 |
CNC | CENTENE CORP | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2022 | 11 |
MJN | MEAD JOHNSON NUTRITION CO | 10 | 10 | 0.14% | 0.18% | 0.25% | Q4 2014 | Q1 2017 | 10 |
FSLR | FIRST SOLAR INC | 7 | 1 | 0.04% | 0.08% | 0.15% | Q2 2014 | Q2 2018 | 10 |
LLL | L3 TECHNOLOGIES INC | 10 | 10 | 0.07% | 0.08% | 0.09% | Q1 2017 | Q2 2019 | 10 |
CHTR | CHARTER COMMUNICATIONS... | 10 | 10 | 0.06% | 0.08% | 0.15% | Q1 2020 | Q2 2022 | 10 |
HES | HESS CORPORATION | 5 | 1 | 0.03% | 0.07% | 0.13% | Q3 2019 | Q3 2023 | 10 |
GM | GENERAL MOTORS CO | 4 | 1 | 0.03% | 0.05% | 0.06% | Q1 2018 | Q2 2023 | 10 |
VO | VANGUARD IND FD MID-CAP | 10 | 10 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q1 2019 | 10 |
GT | GOODYEAR TIRE & RUBBER CO | 6 | 2 | 0.02% | 0.04% | 0.04% | Q4 2015 | Q4 2019 | 10 |
UNM | UNUMPROVIDENT CORP | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q3 2023 | 10 |
TRP | TC ENERGY CORP | 6 | 4 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2022 | 10 |
YUMC | YUM CHINA HOLDINGS INC | 5 | 1 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q2 2023 | 10 |
VRP | POWERSHARES VARIABLE R... | 9 | 9 | 0.14% | 1.08% | 1.43% | Q1 2016 | Q1 2018 | 9 |
COHR | COHERENT INC | 9 | 9 | 0.12% | 0.45% | 0.61% | Q2 2020 | Q2 2022 | 9 |
ICLN | ISHARES GLOBAL CLEAN E... | 9 | 9 | 0.16% | 0.36% | 0.48% | Q3 2020 | Q3 2022 | 9 |
CVA | COVANTA HOLDING CORP | 9 | 9 | 0.11% | 0.30% | 0.47% | Q2 2018 | Q2 2020 | 9 |
SCZ | ISHARES MSCI EAFE SMAL... | 9 | 9 | 0.23% | 0.26% | 0.30% | Q4 2017 | Q4 2019 | 9 |
IR | INGERSOLL-RAND PLC | 9 | 9 | 0.16% | 0.19% | 0.23% | Q4 2017 | Q4 2019 | 9 |
BABA | ALIBABA GROUP HOLDING ... | 8 | 1 | 0.08% | 0.16% | 0.29% | Q3 2018 | Q4 2020 | 9 |
ETR | ENTERGY CORP COM NEW | 9 | 9 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q2 2015 | 9 |
PXD | PIONEER NAT RES CO | 9 | 9 | 0.03% | 0.09% | 0.20% | Q4 2020 | Q4 2022 | 9 |
VIAB | VIACOM INC-B W/I | 9 | 9 | 0.05% | 0.08% | 0.09% | Q2 2013 | Q2 2015 | 9 |
CRWD | CROWDSTRIKE HOLDINGS I... | 9 | 9 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q3 2022 | 9 |
VFMF | VANGUARD US MULTIFACTO... | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2022 | 9 |
TTD | THE TRADE DESK INC CL A | 9 | 9 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2022 | 9 |
OPTT | OCEAN POWER TECHNOLOGI... | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2018 | 9 |
RTX | RAYTHEON TECHNOLOGIES ... | 5 | 1 | 0.34% | 0.47% | 0.90% | Q2 2020 | Q4 2022 | 8 |
BX | BLACKSTONE INC | 8 | 8 | 0.02% | 0.18% | 0.31% | Q4 2021 | Q3 2023 | 8 |
LH | LABORATORY CORP AMER H... | 8 | 8 | 0.06% | 0.14% | 0.21% | Q4 2016 | Q3 2018 | 8 |
CAH | CARDINAL HEALTH INC | 8 | 8 | 0.05% | 0.10% | 0.14% | Q4 2015 | Q3 2017 | 8 |
PAA | PLAINS ALL AMERICAN PI... | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2015 | Q3 2017 | 8 |
CNI | CANADIAN NATIONAL RAIL... | 5 | 3 | 0.04% | 0.06% | 0.09% | Q4 2014 | Q2 2017 | 8 |
PSK | SPDR WELLS FARGO PREFE... | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2016 | Q3 2018 | 8 |
CWCO | CONSOLIDATED WATER CO INC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q1 2015 | 8 |
HZNP | HORIZON THERAPEUTICS PLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 8 |
SIVB | SVB FINANCIAL GROUP | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q3 2019 | 8 |
ALGN | ALIGN TECHNOLOGY INC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 8 |
NEM | NEWMONT CORP | 8 | 8 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q2 2022 | 8 |
ALNY | ALNYLAM PHARMACEUTICAL... | 5 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 8 |
CCOI | COGENT COMMUNICATIONS ... | 5 | 3 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 8 |
TK | TEEKAY CORP | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2018 | 8 |
DWDP | DOWDUPONT INC | 7 | 7 | 0.50% | 0.63% | 0.78% | Q3 2017 | Q1 2019 | 7 |
TARGET CORP | 4 | 1 | 0.17% | 0.34% | 0.44% | Q1 2021 | Q3 2023 | 7 | |
MDT | MEDTRONIC INC | 7 | 7 | 0.31% | 0.33% | 0.35% | Q2 2013 | Q4 2014 | 7 |
BNS | BANK OF NOVA SCOTIA HA... | 4 | 3 | 0.05% | 0.10% | 0.15% | Q3 2014 | Q3 2018 | 7 |
FCX | FREEPORT-MCMORAN INC | 5 | 2 | 0.05% | 0.07% | 0.08% | Q3 2013 | Q3 2023 | 7 |
EL | LAUDER ESTEE COS CL-A | 7 | 7 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q1 2023 | 7 |
MNST | MONSTER BEVERAGE CORP | 7 | 7 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q2 2019 | 7 |
EMC | E M C CORP MASS | 7 | 7 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q2 2016 | 7 |
NUE | NUCOR CORP | 7 | 7 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q2 2019 | 7 |
BRKL | BROOKLINE BANCORP INC | 7 | 7 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2014 | 7 |
UBNK | UNITED FINANCIAL BANCO... | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q4 2018 | 7 |
IVV | ISHARES CORE S&P 500 ETF | 6 | 6 | 0.11% | 0.99% | 2.21% | Q2 2022 | Q3 2023 | 6 |
RTX CORPORATION | 3 | 1 | 0.32% | 0.54% | 0.83% | Q3 2021 | Q3 2023 | 6 | |
V107SC | WELLPOINT INC | 6 | 6 | 0.38% | 0.43% | 0.53% | Q2 2013 | Q3 2014 | 6 |
LMT | LOCKHEED MARTIN CORP | 6 | 6 | 0.05% | 0.40% | 0.60% | Q2 2022 | Q3 2023 | 6 |
LOGM | LOGMEIN INC | 5 | 1 | 0.05% | 0.19% | 0.30% | Q2 2018 | Q2 2020 | 6 |
JNK | SPDR BLOOMBERG BARCLAY... | 6 | 6 | 0.07% | 0.18% | 0.24% | Q4 2017 | Q1 2019 | 6 |
CP | CANADIAN PACIFIC RAILW... | 6 | 6 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q1 2023 | 6 |
AVGO | BROADCOM INC | 5 | 1 | 0.04% | 0.09% | 0.20% | Q2 2018 | Q3 2023 | 6 |
VGSH | VANGUARD SHORT-TERM GO... | 6 | 6 | 0.03% | 0.08% | 0.10% | Q4 2020 | Q1 2022 | 6 |
PETM | PETSMART INC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q3 2013 | Q4 2014 | 6 |
MUR | MURPHY OIL CORP | 6 | 6 | 0.05% | 0.07% | 0.08% | Q3 2013 | Q4 2014 | 6 |
EXAS | EXACT SCIENCES CORP | 6 | 6 | 0.04% | 0.05% | 0.08% | Q3 2018 | Q4 2019 | 6 |
SWKS | SKYWORKS SOLUTIONS INC | 5 | 1 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q4 2021 | 6 |
LITE | LUMENTUM HOLDINGS INC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2021 | 6 |
IRM | IRON MOUNTAIN INC REIT | 5 | 1 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 6 |
CENCORA, INC. | 3 | 1 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 6 | |
FAX | ABERDEEN ASIA-PAC INCO... | 4 | 2 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2015 | 6 |
JACOBS SOLUTIONS INC | 5 | 5 | 0.26% | 0.39% | 0.49% | Q3 2022 | Q3 2023 | 5 | |
PFFD | GLOBAL X US PREFERRED ETF | 5 | 5 | 0.10% | 0.30% | 0.46% | Q3 2021 | Q3 2022 | 5 |
BEP | BROOKFIELD RENEWABLE P... | 5 | 5 | 0.08% | 0.29% | 0.40% | Q2 2019 | Q2 2020 | 5 |
PFFA | VIRTUS INFRACAP US PFD... | 5 | 5 | 0.09% | 0.23% | 0.31% | Q3 2021 | Q3 2022 | 5 |
WYNN | WYNN RESORTS LTD | 5 | 5 | 0.06% | 0.13% | 0.19% | Q3 2017 | Q3 2018 | 5 |
TRP | TRANSCANADA CORP | 5 | 5 | 0.07% | 0.07% | 0.08% | Q4 2014 | Q4 2015 | 5 |
SBAC | SBA COMMUNICATIONS CORP | 5 | 5 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2015 | 5 |
ORLY | O REILLY AUTOMOTIVE INC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q2 2021 | 5 |
WFTIQ | WEATHERFORD INTERNATIO... | 5 | 5 | 0.02% | 0.06% | 0.15% | Q3 2014 | Q3 2015 | 5 |
ITT | ITT CORP | 4 | 1 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q2 2015 | 5 |
VRTX | VERTEX PHARMACEUTICALS... | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q3 2020 | 5 |
MAT | MATTEL INC COM | 3 | 2 | 0.05% | 0.05% | 0.06% | Q1 2015 | Q3 2017 | 5 |
SPLK | SPLUNK INC | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2019 | 5 |
IP | INTERNATIONAL PAPER COM | 3 | 2 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q4 2019 | 5 |
SPG | SIMON PROPERTY GROUP I... | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
XLNX | XILINX INC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
KAI | KADANT INC | 3 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 5 |
OPTT | OCEAN POWER TECHNOLOGI... | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 5 |
IJS | ISHARES S&P SMALL-CAP ... | 4 | 4 | 0.24% | 1.51% | 2.77% | Q4 2022 | Q3 2023 | 4 |
BEAM | BEAM INC-W/I | 4 | 4 | 0.62% | 0.67% | 0.74% | Q2 2013 | Q1 2014 | 4 |
GOOGL | GOOGLE INC-CL A | 4 | 4 | 0.12% | 0.27% | 0.41% | Q4 2014 | Q3 2015 | 4 |
NEBLQ | NOBLE CORPORATION PLC | 4 | 4 | 0.14% | 0.17% | 0.18% | Q4 2013 | Q3 2014 | 4 |
EXPENSIFY INC CL A | 4 | 4 | 0.10% | 0.16% | 0.23% | Q3 2022 | Q2 2023 | 4 | |
SHPG | SHIRE PLC SPONS ADR | 4 | 4 | 0.07% | 0.15% | 0.24% | Q2 2016 | Q1 2017 | 4 |
IVZ | INVESCO LIMITED | 4 | 4 | 0.09% | 0.13% | 0.16% | Q4 2017 | Q3 2018 | 4 |
ALLY | ALLY FINANCIAL INC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q3 2018 | 4 |
VNE | VEONEER INC | 4 | 4 | 0.04% | 0.09% | 0.19% | Q3 2018 | Q2 2019 | 4 |
SYMC | SYMANTEC CORP | 2 | 2 | 0.05% | 0.08% | 0.13% | Q2 2017 | Q2 2018 | 4 |
MAR | MARRIOTT INTERNATIONAL... | 4 | 4 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2022 | 4 |
PCY | POWERSHARES EM MAR SOV... | 4 | 4 | 0.06% | 0.07% | 0.12% | Q4 2014 | Q3 2015 | 4 |
EMCB | WISDOMTREE EM CORP BOND | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2014 | Q3 2015 | 4 |
WAG | WALGREEN COMPANY | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2013 | Q3 2014 | 4 |
AET | AETNA INC | 4 | 4 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q3 2018 | 4 |
VV | VANGUARD LARGE-CAP ETF | 4 | 4 | 0.03% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
ILMN | ILLUMINA INC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q3 2019 | 4 |
XBI | SPDR S&P BIOTECH ETF | 3 | 1 | 0.05% | 0.06% | 0.08% | Q4 2014 | Q4 2015 | 4 |
OTIS | OTIS WORLDWIDE CORP | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q1 2021 | 4 |
SDG | ISHRS TR SHRS MSCI GL ... | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BKR | BAKER HUGHES CO | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q1 2023 | 4 |
GPC | GENUINE PARTS CO | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 4 |
CC | THE CHEMOURS COMPANY | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2023 | 4 |
IEFA | ISHARES CORE MSCI EAFE... | 3 | 3 | 0.23% | 1.53% | 2.40% | Q1 2023 | Q3 2023 | 3 |
VOD | VODAFONE GROUP SPONS ADR | 3 | 3 | 0.70% | 0.79% | 0.85% | Q2 2013 | Q4 2013 | 3 |
RSP | INVESCO S&P 500 EQUAL ... | 3 | 3 | 0.48% | 0.75% | 0.92% | Q1 2023 | Q3 2023 | 3 |
COWZ | PACER US CASH COWS 100... | 3 | 3 | 0.58% | 0.63% | 0.72% | Q1 2023 | Q3 2023 | 3 |
DVY | ISHARES DJ SELECT DIVI... | 3 | 3 | 0.44% | 0.49% | 0.53% | Q3 2022 | Q1 2023 | 3 |
BXLT | BAXALTA INC | 3 | 3 | 0.22% | 0.26% | 0.28% | Q3 2015 | Q1 2016 | 3 |
LINDE PLC | 3 | 3 | 0.25% | 0.26% | 0.26% | Q1 2023 | Q3 2023 | 3 | |
ADM | ARCHER DANIELS MIDLAND CO | 3 | 3 | 0.05% | 0.20% | 0.30% | Q4 2022 | Q2 2023 | 3 |
FALN | ISHARES FALLEN ANGELS ... | 3 | 3 | 0.10% | 0.20% | 0.36% | Q1 2023 | Q3 2023 | 3 |
LIFE | LIFE TECHNOLOGIES CORP | 3 | 3 | 0.12% | 0.12% | 0.13% | Q2 2013 | Q4 2013 | 3 |
CVET | COVETRUS INC | 3 | 3 | 0.03% | 0.09% | 0.14% | Q1 2019 | Q3 2019 | 3 |
STJ | ST JUDE MED INC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2016 | Q4 2016 | 3 |
CM | CDN IMPERIAL BK OF COM... | 3 | 3 | 0.04% | 0.07% | 0.11% | Q4 2014 | Q2 2015 | 3 |
EBND | SPDR BARCLAYS CAPITAL ... | 2 | 1 | 0.05% | 0.06% | 0.08% | Q4 2014 | Q3 2015 | 3 |
STT | STATE STREET CORP | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q2 2019 | 3 |
CELG | CELGENE CORP | 3 | 3 | 0.04% | 0.06% | 0.06% | Q4 2017 | Q2 2018 | 3 |
FOXA | TWENTY-FIRST CENTURY F... | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q2 2018 | 3 |
SUN | SUNOCO LP | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2020 | 3 |
MGM | MGM RESORTS INTERNATIONAL | 2 | 1 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q4 2019 | 3 |
STI | SUNTRUST BANKS INC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 3 |
LYV | LIVE NATION ENTERTAINM... | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
LRCX | LAM RESEARCH CORP | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
HUM | HUMANA INC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
BKNG | BOOKING HOLDINGS INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
DG | DOLLAR GENERAL CORP | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q4 2020 | 3 |
UHT | UNIVERSAL HEALTH REALT... | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q1 2020 | 3 |
VGM | INVESCO TRUST FOR INVE... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
EWJ | ISHARES MSCI JAPAN ETF | 2 | 2 | 0.71% | 0.93% | 1.14% | Q2 2023 | Q3 2023 | 2 |
SNOW | SNOWFLAKE INC CL A | 2 | 2 | 0.20% | 0.29% | 0.38% | Q2 2023 | Q3 2023 | 2 |
AVGO | BROADCOM LTD | 2 | 2 | 0.20% | 0.21% | 0.21% | Q4 2017 | Q1 2018 | 2 |
NE | NOBLE CORP | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2013 | Q3 2013 | 2 |
MINT | PIMCO ENHANCED SHORT M... | 2 | 2 | 0.07% | 0.17% | 0.28% | Q2 2014 | Q3 2014 | 2 |
FE | FIRSTENERGY CORP | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2013 | Q3 2013 | 2 |
AGG | ISHARES CORE U.S. AGGR... | 2 | 2 | 0.05% | 0.14% | 0.24% | Q2 2023 | Q3 2023 | 2 |
LEN | LENNAR CORP-CL A | 2 | 2 | 0.05% | 0.14% | 0.22% | Q2 2023 | Q3 2023 | 2 |
P105PS | INTEGRYS ENERGY GROUP INC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2014 | Q1 2015 | 2 |
WFT | WEATHERFORD INTNTL LTD | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2013 | Q1 2014 | 2 |
CANADIAN PACIFIC KANSA... | 2 | 2 | 0.07% | 0.10% | 0.14% | Q2 2023 | Q3 2023 | 2 | |
B108PS | ACTAVIS PLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2014 | Q1 2015 | 2 |
IPG | INTERPUBLIC GROUP OF C... | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
DLTR | DOLLAR TREE INC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q4 2019 | 2 |
PEG | PUBLIC SERVICE ENTERPR... | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2022 | 2 |
MRVL | MARVELL TECHNOLOGY GRO... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
RDC | ROWAN COMPANIES PLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
CI | THE CIGNA GROUP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
HUBS | HUBSPOT INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
KHC | KRAFT HEINZ CO | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
EOG | EOG RESOURCES INC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
PLD | PROLOGIS INC REIT | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
ISRG | INTUITIVE SURGICAL INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
REGN | REGENERON PHARMACEUTIC... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
CF | CF INDUSTRIES HOLDINGS... | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
JEPI | JPMORGAN EQUITY PREMIU... | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ANDV | ANDEAVOR | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 2 |
WP | WORLDPAY INC CL A | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q1 2019 | 2 |
SWN | SOUTHWESTERN ENERGY CO | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
PBI | PITNEY BOWES INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
NDRO | ENDURO ROYALTY TRUST | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
JCI | JOHNSON CONTROLS INTER... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2016 | Q3 2016 | 1 |
INDA | ISHARES MSCI INDIA ETF | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
TARGET CORP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 | |
INVESCO QQQ TRUST SERI... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 | |
ARES | ARES MANAGEMENT CORP CL A | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
SNY | SANOFI SPONS ADR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
RSP | GUGGENHEIM S&P 500 EQU... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
AGU | AGRIUM INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
ITIP | ISHARES INT INFL-LINKE... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
TTE | TOTAL S.A. SPON ADR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
XLRE | REAL ESTATE SELECT SEC... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
PHM | PULTE GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
DXCM | DEXCOM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
IR | INGERSOLL-RAND INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
ANET | ARISTA NETWORKS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
VIACA | VIACOMCBS INC CL A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
ALL | ALLSTATE CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
QRVO | QORVO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
WPZ | WILLIAMS PARTNERS LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
WBS | WEBSTER FINL CORP WATE... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
CTVA | CORTEVA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
WMB | WILLIAMS COS INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
BIIB | BIOGEN INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
CEF | SPROTT PHYSICAL GOLD A... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
FMC | FMC CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
STX | SEAGATE TECHNOLOGY HOL... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
PBCT | PEOPLES UNITED FINANCI... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
JHML | JOHN HANCOCK MULTI FAC... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
DDOG | DATADOG INC CL A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ESGD | ISHARES TRUST ISHARES ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TTF | THAI FUND INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
TARGET CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
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The securities at the top of the list , including MICROSOFT CORP, APPLE INC, and VANGUARD TOTAL STOCK MARKET ET, are the highest-conviction holdings of Coastline Trust Co.
The conviction is calculated by counting the number of quarters a security has been reported by Coastline Trust Co. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Coastline Trust Co owns currently or has owned in the past.