422 is the total number of securities Liberty Capital Management, Inc. has owned. The longest Liberty Capital Management, Inc. has owned a single stock is 41 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
INTU | INTUIT COM | 29 | 12 | 2.38% | 3.05% | 4.27% | Q2 2013 | Q3 2023 | 41 |
V | VISA INC COM CL A | 29 | 12 | 2.21% | 2.86% | 3.70% | Q2 2013 | Q3 2023 | 41 |
DHR | DANAHER CORPORATION | 29 | 12 | 2.21% | 2.81% | 3.45% | Q2 2013 | Q3 2023 | 41 |
COST | COSTCO WHSL CORP NEW COM | 29 | 12 | 1.77% | 2.44% | 3.18% | Q2 2013 | Q3 2023 | 41 |
FISV | FISERV INC COM | 29 | 12 | 1.63% | 2.30% | 3.20% | Q2 2013 | Q3 2023 | 41 |
HD | HOME DEPOT INC COM | 29 | 12 | 0.67% | 2.18% | 3.06% | Q2 2013 | Q3 2023 | 41 |
ITW | ILLINOIS TOOL WKS INC COM | 29 | 12 | 1.52% | 2.13% | 3.02% | Q2 2013 | Q3 2023 | 41 |
STZ | CONSTELLATION BRANDS I... | 29 | 12 | 0.36% | 2.06% | 3.60% | Q2 2013 | Q3 2023 | 41 |
CHD | CHURCH & DWIGHT INC COM | 29 | 12 | 1.29% | 1.98% | 2.71% | Q2 2013 | Q3 2023 | 41 |
ECL | ECOLAB INC COM | 29 | 12 | 1.04% | 1.76% | 2.13% | Q2 2013 | Q3 2023 | 41 |
AFL | AFLAC INC COM | 29 | 12 | 1.29% | 1.70% | 2.54% | Q2 2013 | Q3 2023 | 41 |
MSFT | MICROSOFT CORP COM | 29 | 12 | 0.81% | 1.64% | 2.72% | Q2 2013 | Q3 2023 | 41 |
AMT | AMERICAN TOWER CORP NE... | 29 | 12 | 0.21% | 1.48% | 2.63% | Q2 2013 | Q3 2023 | 41 |
USB | US BANCORP DEL COM NEW | 29 | 12 | 0.07% | 1.37% | 1.89% | Q2 2013 | Q3 2023 | 41 |
ABBV | ABBVIE INC. COM | 29 | 12 | 0.92% | 1.26% | 1.80% | Q2 2013 | Q3 2023 | 41 |
MCD | MCDONALDS CORP COM | 29 | 12 | 0.87% | 1.13% | 1.57% | Q2 2013 | Q3 2023 | 41 |
ABT | ABBOTT LABS COM | 29 | 12 | 0.54% | 1.11% | 1.60% | Q2 2013 | Q3 2023 | 41 |
CTSH | COGNIZANT TECH SOLUTNS... | 29 | 12 | 0.46% | 1.09% | 1.65% | Q2 2013 | Q3 2023 | 41 |
PEP | PEPSICO INC COM | 29 | 12 | 0.68% | 1.09% | 1.74% | Q2 2013 | Q3 2023 | 41 |
VZ | VERIZON COMMUNICATIONS... | 29 | 12 | 0.23% | 1.02% | 1.94% | Q2 2013 | Q3 2023 | 41 |
TSCO | TRACTOR SUPPLY CO COM | 29 | 12 | 0.15% | 0.91% | 2.25% | Q2 2013 | Q3 2023 | 41 |
JPM | MORGAN J P CHASE CO IN... | 29 | 12 | 0.35% | 0.75% | 1.22% | Q2 2013 | Q3 2023 | 41 |
TROW | T ROWE PRICE GROUP INC | 29 | 12 | 0.07% | 0.74% | 2.00% | Q2 2013 | Q3 2023 | 41 |
SYK | STRYKER CORPORATION | 29 | 12 | 0.29% | 0.54% | 0.80% | Q2 2013 | Q3 2023 | 41 |
EL | LAUDER ESTEE COS INC CL A | 29 | 12 | 0.13% | 0.52% | 1.14% | Q2 2013 | Q3 2023 | 41 |
MA | MASTERCARD INCORPORATE... | 29 | 12 | 0.34% | 0.49% | 0.62% | Q2 2013 | Q3 2023 | 41 |
INTC | INTEL CORP COM | 29 | 12 | 0.14% | 0.49% | 0.78% | Q2 2013 | Q3 2023 | 41 |
LOW | LOWES COS INC COM | 29 | 12 | 0.19% | 0.48% | 1.05% | Q2 2013 | Q3 2023 | 41 |
JNJ | JOHNSON & JOHNSON COM | 29 | 12 | 0.27% | 0.46% | 0.60% | Q2 2013 | Q3 2023 | 41 |
PG | PROCTER & GAMBLE CO COM | 29 | 12 | 0.16% | 0.43% | 0.93% | Q2 2013 | Q3 2023 | 41 |
ADP | AUTOMATIC DATA PROCESS... | 29 | 12 | 0.32% | 0.40% | 0.54% | Q2 2013 | Q3 2023 | 41 |
UPS | UNITED PARCEL SERVICE ... | 29 | 12 | 0.16% | 0.33% | 0.68% | Q2 2013 | Q3 2023 | 41 |
WMT | WAL-MART STORES INC COM | 29 | 12 | 0.03% | 0.28% | 0.41% | Q2 2013 | Q3 2023 | 41 |
EMR | EMERSON ELEC CO COM | 29 | 12 | 0.16% | 0.26% | 0.40% | Q2 2013 | Q3 2023 | 41 |
IWF | ISHARES TR RUSSELL1000... | 29 | 12 | 0.08% | 0.26% | 0.45% | Q2 2013 | Q3 2023 | 41 |
IJT | ISHARES TR S&P SMLCP GROW | 29 | 12 | 0.11% | 0.20% | 0.29% | Q2 2013 | Q3 2023 | 41 |
SYY | SYSCO CORP COM | 19 | 9 | 0.08% | 0.23% | 0.40% | Q2 2013 | Q3 2023 | 40 |
PFE | PFIZER INC COM | 28 | 12 | 0.07% | 0.18% | 0.27% | Q3 2013 | Q3 2023 | 40 |
T | AT&T INC COM | 22 | 6 | 0.06% | 0.19% | 0.61% | Q2 2013 | Q2 2023 | 39 |
PKG | PACKAGING CORP AMER COM | 26 | 12 | 0.26% | 1.12% | 1.74% | Q1 2014 | Q3 2023 | 38 |
BAX | BAXTER INTL INC COM | 29 | 9 | 0.36% | 1.01% | 1.68% | Q2 2013 | Q4 2022 | 38 |
MMM | MINNESOTA MNG & MFG CO... | 28 | 10 | 0.07% | 0.23% | 0.32% | Q3 2013 | Q1 2023 | 38 |
TMO | THERMO FISHER SCIENTIF... | 25 | 12 | 0.52% | 2.37% | 3.40% | Q2 2014 | Q3 2023 | 37 |
AMZN | AMAZON COM INC COM | 19 | 1 | 0.94% | 2.23% | 4.12% | Q2 2013 | Q3 2023 | 37 |
CSCO | CISCO SYS INC COM | 16 | 9 | 0.18% | 0.31% | 0.48% | Q2 2013 | Q3 2023 | 37 |
IBM | INTERNATIONAL BUS MACH... | 29 | 7 | 0.06% | 0.77% | 2.51% | Q2 2013 | Q2 2022 | 36 |
AAPL | APPLE INC COM | 16 | 7 | 2.16% | 3.81% | 5.92% | Q2 2013 | Q3 2023 | 35 |
NEOG | NEOGEN CORP COM | 29 | 6 | 0.20% | 1.29% | 2.30% | Q2 2013 | Q1 2022 | 35 |
CERN | CERNER CORP COM | 29 | 6 | 0.09% | 0.71% | 1.81% | Q2 2013 | Q1 2022 | 35 |
CMA | COMERICA INC COM | 27 | 8 | 0.07% | 0.35% | 0.64% | Q2 2013 | Q4 2022 | 35 |
PPG | PPG INDS INC COM | 23 | 12 | 0.11% | 0.22% | 0.37% | Q4 2014 | Q3 2023 | 35 |
MRK | MERCK & CO INC COM | 17 | 6 | 0.10% | 0.19% | 0.30% | Q1 2014 | Q3 2023 | 35 |
UNH | UNITEDHEALTH GROUP INC... | 22 | 12 | 0.16% | 1.73% | 2.76% | Q1 2015 | Q3 2023 | 34 |
DIS | Walt Disney Company | 22 | 12 | 0.22% | 1.52% | 2.00% | Q1 2015 | Q3 2023 | 34 |
CVX | CHEVRON CORP NEW COM | 27 | 7 | 0.08% | 0.98% | 2.35% | Q2 2013 | Q3 2023 | 34 |
IT | GARTNER INC COM | 21 | 12 | 0.09% | 1.08% | 2.06% | Q1 2015 | Q3 2023 | 33 |
XOM | EXXON MOBIL CORP COM | 22 | 4 | 0.08% | 0.32% | 0.98% | Q2 2013 | Q3 2023 | 33 |
TEX | TEREX CORP NEW COM | 16 | 1 | 0.30% | 0.76% | 2.55% | Q2 2013 | Q3 2023 | 32 |
CB | CHUBB LIMITED COM | 18 | 12 | 0.88% | 1.36% | 1.87% | Q1 2016 | Q3 2023 | 30 |
IVV | ISHARES TR S&P 500 INDEX | 18 | 12 | 0.09% | 0.70% | 1.11% | Q1 2016 | Q3 2023 | 30 |
F | FORD MTR CO DEL COM PA... | 18 | 12 | 0.05% | 0.26% | 1.57% | Q1 2016 | Q3 2023 | 30 |
AEP | AMERICAN ELEC PWR INC COM | 18 | 12 | 0.12% | 0.20% | 0.29% | Q1 2016 | Q3 2023 | 30 |
LMT | LOCKHEED MARTIN CORP COM | 18 | 12 | 0.09% | 0.14% | 0.19% | Q1 2016 | Q3 2023 | 30 |
FAST | FASTENAL CO COM | 17 | 12 | 0.76% | 1.13% | 1.39% | Q2 2016 | Q3 2023 | 29 |
MMS | MAXIMUS INC COM | 17 | 12 | 0.20% | 0.38% | 0.60% | Q2 2016 | Q3 2023 | 29 |
SPY | SPDR TR UNIT SER 1 S&P... | 17 | 12 | 0.13% | 0.29% | 0.44% | Q2 2016 | Q3 2023 | 29 |
ILCB | ISHARES TR MRNGSTR LG-... | 17 | 12 | 0.21% | 0.24% | 0.31% | Q2 2016 | Q3 2023 | 29 |
IMCB | ISHARES TR MRGSTR MD C... | 17 | 12 | 0.18% | 0.23% | 0.35% | Q2 2016 | Q3 2023 | 29 |
BUI | BLACKROCK UTILS INFRAS... | 17 | 12 | 0.10% | 0.16% | 0.36% | Q2 2016 | Q3 2023 | 29 |
EW | EDWARDS LIFESCIENCES C... | 17 | 12 | 0.10% | 0.15% | 0.19% | Q2 2016 | Q3 2023 | 29 |
GOOGL | ALPHABET INC CAP STK CL A | 16 | 12 | 1.76% | 2.26% | 2.81% | Q3 2016 | Q3 2023 | 28 |
GOOG | ALPHABET INC CAP STK CL C | 16 | 12 | 0.81% | 1.08% | 1.31% | Q3 2016 | Q3 2023 | 28 |
FTV | FORTIVE CORP COM | 16 | 12 | 0.64% | 0.99% | 1.52% | Q3 2016 | Q3 2023 | 28 |
ULTA | ULTA SALON COSMETCS & ... | 16 | 12 | 0.44% | 0.84% | 1.43% | Q3 2016 | Q3 2023 | 28 |
WELL | WELLTOWER INC COM | 16 | 12 | 0.37% | 0.55% | 0.80% | Q3 2016 | Q3 2023 | 28 |
SCHD | SCHWAB US DIVIDEND EQU... | 16 | 12 | 0.18% | 0.53% | 0.72% | Q3 2016 | Q3 2023 | 28 |
SCHG | SCHWAB U.S. LARGE-CAP ... | 16 | 12 | 0.07% | 0.51% | 0.72% | Q3 2016 | Q3 2023 | 28 |
SCHA | SCHWAB U.S. SMALL-CAP ETF | 16 | 12 | 0.05% | 0.35% | 0.48% | Q3 2016 | Q3 2023 | 28 |
SCHF | SCHWAB STRATEGIC TR | 16 | 12 | 0.00% | 0.33% | 0.70% | Q3 2016 | Q3 2023 | 28 |
BRKB | BERKSHIRE HATHAWAY INC... | 16 | 12 | 0.01% | 0.27% | 0.39% | Q3 2016 | Q3 2023 | 28 |
NTRS | NORTHERN TR CORP COM | 16 | 12 | 0.07% | 0.23% | 0.44% | Q3 2016 | Q3 2023 | 28 |
IWP | ISHARES TR | 16 | 12 | 0.12% | 0.19% | 0.47% | Q3 2016 | Q3 2023 | 28 |
VSS | VANGUARD INTL EQUITY I... | 12 | 1 | 0.01% | 0.14% | 0.22% | Q3 2013 | Q3 2023 | 28 |
UTX | UNITED TECHNOLOGIES CP... | 27 | 27 | 1.35% | 1.78% | 2.38% | Q2 2013 | Q4 2019 | 27 |
CTAS | CINTAS CORP COM | 15 | 12 | 0.69% | 1.53% | 2.09% | Q4 2016 | Q3 2023 | 27 |
ICE | INTERCONTINENTAL EXCHA... | 15 | 12 | 0.27% | 0.72% | 1.01% | Q4 2016 | Q3 2023 | 27 |
WFC | WELLS FARGO CO NEW COM | 27 | 27 | 0.14% | 0.68% | 1.24% | Q2 2013 | Q4 2019 | 27 |
KO | COCA COLA CO COM | 12 | 3 | 0.07% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 27 |
NEE | NEXTERA ENERGY INC COM | 14 | 12 | 0.05% | 0.55% | 1.12% | Q1 2017 | Q3 2023 | 26 |
LLY | LILLY ELI & CO COM | 12 | 6 | 0.03% | 0.17% | 0.37% | Q3 2016 | Q3 2023 | 26 |
CVS | CVS HEALTH CORP COM | 20 | 5 | 0.06% | 1.91% | 3.29% | Q2 2013 | Q4 2022 | 25 |
HCSG | HEALTHCARE SVCS GRP IN... | 25 | 25 | 0.97% | 1.75% | 2.38% | Q2 2013 | Q2 2019 | 25 |
SCHB | SCHWAB U.S. BROAD MARK... | 13 | 12 | 0.15% | 1.32% | 2.03% | Q2 2017 | Q3 2023 | 25 |
SCHZ | SCHWAB US AGGREGATE BO... | 13 | 12 | 0.07% | 0.24% | 0.41% | Q2 2017 | Q3 2023 | 25 |
SCHH | SCHWAB U.S. REIT ETF | 12 | 6 | 0.02% | 0.14% | 0.25% | Q3 2016 | Q3 2023 | 24 |
SBUX | Starbucks Corporation | 12 | 3 | 0.07% | 0.12% | 0.19% | Q2 2016 | Q3 2023 | 24 |
APD | AIR PRODS & CHEMS INC COM | 12 | 6 | 0.06% | 0.09% | 0.11% | Q3 2016 | Q3 2023 | 24 |
COP | CONOCOPHILLIPS COM | 14 | 8 | 0.06% | 0.13% | 0.31% | Q3 2016 | Q3 2023 | 22 |
MCHP | MICROCHIP TECHNOLOGY I... | 12 | 1 | 0.08% | 0.10% | 0.12% | Q3 2016 | Q3 2023 | 22 |
SLB | SCHLUMBERGER LTD COM | 21 | 21 | 0.12% | 1.40% | 2.64% | Q2 2013 | Q2 2018 | 21 |
GE | General Electric Company | 21 | 21 | 0.10% | 0.62% | 0.90% | Q2 2013 | Q2 2018 | 21 |
EPD | ENTERPRISE PRODS PARTN... | 14 | 7 | 0.16% | 0.38% | 0.72% | Q2 2013 | Q3 2023 | 21 |
SWKS | SKYWORKS SOLUTIONS INC... | 15 | 5 | 0.17% | 0.56% | 1.10% | Q4 2016 | Q4 2021 | 20 |
PGR | PROGRESSIVE CORP OHIO | 12 | 8 | 0.35% | 0.50% | 0.68% | Q3 2018 | Q3 2023 | 20 |
MO | ALTRIA GROUP INC COM | 20 | 20 | 0.15% | 0.46% | 1.08% | Q2 2013 | Q1 2018 | 20 |
BKNG | BOOKING HOLDINGS INC | 10 | 4 | 0.07% | 0.13% | 0.26% | Q1 2018 | Q3 2023 | 20 |
VTI | VANGUARD INDEX FDS | 12 | 7 | 0.19% | 4.03% | 6.30% | Q4 2018 | Q3 2023 | 19 |
MCK | MCKESSON HBOC INC COM | 19 | 19 | 0.80% | 1.16% | 1.48% | Q2 2013 | Q4 2017 | 19 |
QCOM | QUALCOMM INC COM | 19 | 19 | 0.01% | 1.06% | 2.02% | Q2 2013 | Q4 2017 | 19 |
ESRX | EXPRESS SCRIPTS INC COM | 19 | 19 | 0.15% | 0.86% | 1.29% | Q2 2013 | Q4 2017 | 19 |
EEM | ISHARES TR RUSSELL MCP GR | 19 | 19 | 0.01% | 0.65% | 1.10% | Q2 2013 | Q4 2017 | 19 |
XEC | CIMAREX ENERGY CO COM | 19 | 19 | 0.13% | 0.35% | 0.76% | Q2 2013 | Q4 2017 | 19 |
FXI | ISHARES TR FTSE XNHUA ... | 19 | 19 | 0.03% | 0.29% | 0.49% | Q2 2013 | Q4 2017 | 19 |
PCLN | PRICELINE GRP INC COM NEW | 19 | 19 | 0.19% | 0.24% | 0.32% | Q2 2013 | Q4 2017 | 19 |
SIRI | SIRIUS XM HOLDINGS INC | 10 | 1 | 0.03% | 0.15% | 0.47% | Q1 2016 | Q1 2023 | 19 |
BWA | BORGWARNER INC COM | 18 | 18 | 0.01% | 1.33% | 2.56% | Q2 2013 | Q3 2017 | 18 |
IJS | ISHARES TR | 12 | 6 | 0.45% | 1.14% | 1.43% | Q1 2019 | Q3 2023 | 18 |
VEA | VANGUARD TAX-MANAGED I... | 12 | 6 | 0.35% | 0.83% | 1.45% | Q1 2019 | Q3 2023 | 18 |
NVDA | NVIDIA CORPORATION | 12 | 6 | 0.18% | 0.72% | 1.78% | Q1 2019 | Q3 2023 | 18 |
VNQ | VANGUARD REIT ETF | 12 | 1 | 0.08% | 0.69% | 0.96% | Q3 2017 | Q3 2023 | 18 |
DG | DOLLAR GEN CORP NEW | 12 | 6 | 0.10% | 0.38% | 0.79% | Q1 2019 | Q3 2023 | 18 |
PM | PHILIP MORRIS INTL INC... | 12 | 6 | 0.03% | 0.27% | 0.71% | Q2 2013 | Q4 2017 | 18 |
EFA | ISHARES TR MSCI EAFE I... | 12 | 1 | 0.03% | 0.18% | 0.31% | Q2 2013 | Q4 2019 | 18 |
LSTR | LANDSTAR SYS INC | 8 | 3 | 0.06% | 0.11% | 0.22% | Q3 2018 | Q3 2023 | 18 |
GUT | GABELLI UTIL TR | 12 | 6 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 18 |
BEN | FRANKLIN RES INC COM | 17 | 17 | 0.00% | 0.72% | 1.16% | Q2 2013 | Q2 2017 | 17 |
VGK | VANGUARD INTL EQUITY I... | 12 | 5 | 0.31% | 0.44% | 0.53% | Q2 2019 | Q3 2023 | 17 |
VPL | VANGUARD INTL EQUITY I... | 12 | 5 | 0.28% | 0.42% | 0.54% | Q2 2019 | Q3 2023 | 17 |
VWO | VANGUARD INTL EQUITY I... | 12 | 1 | 0.10% | 0.26% | 0.40% | Q1 2019 | Q3 2023 | 17 |
AXP | AMERICAN EXPRESS CO COM | 11 | 6 | 0.03% | 0.20% | 0.37% | Q2 2013 | Q4 2017 | 17 |
RYT | RYDEX ETF TRUST TECHNO... | 17 | 17 | 0.15% | 0.17% | 0.20% | Q4 2013 | Q4 2017 | 17 |
RYF | RYDEX ETF TRUST FINANC... | 17 | 17 | 0.12% | 0.16% | 0.18% | Q4 2013 | Q4 2017 | 17 |
CBRL | CRACKER BARREL OLD CTR... | 16 | 16 | 0.18% | 1.38% | 1.72% | Q1 2016 | Q4 2019 | 16 |
VCIT | VANGUARD SCOTTSDALE FDS | 6 | 5 | 0.08% | 0.24% | 0.40% | Q2 2019 | Q3 2023 | 16 |
PFF | ISHARES U.S. PREFERRED... | 12 | 1 | 0.02% | 1.67% | 2.80% | Q3 2017 | Q3 2023 | 15 |
DUK | DUKE ENERGY CORP NEW C... | 7 | 1 | 0.05% | 0.08% | 0.14% | Q2 2016 | Q4 2022 | 15 |
VGT | VANGUARD WORLD FDS | 6 | 3 | 0.05% | 0.07% | 0.08% | Q3 2016 | Q3 2023 | 15 |
DAL | DELTA AIR LINES INC DE... | 14 | 14 | 0.48% | 0.81% | 0.98% | Q4 2016 | Q1 2020 | 14 |
BSV | VANGUARD SHORT-TERM BO... | 6 | 3 | 0.01% | 0.26% | 0.44% | Q2 2017 | Q1 2022 | 14 |
RYH | GUGGENHEIM S&P 500 EQU... | 14 | 14 | 0.14% | 0.16% | 0.18% | Q3 2014 | Q4 2017 | 14 |
PSX | PHILLIPS 66 COM | 6 | 4 | 0.07% | 0.11% | 0.15% | Q2 2017 | Q3 2023 | 14 |
CELGENE CORP COM | 13 | 13 | 1.60% | 2.16% | 2.54% | Q2 2013 | Q2 2016 | 13 | |
GOOGL | GOOGLE INC CL A | 13 | 13 | 1.36% | 1.99% | 2.90% | Q2 2013 | Q2 2016 | 13 |
VTEB | VANGUARD MUN BD FDS | 12 | 1 | 0.13% | 1.23% | 2.41% | Q2 2020 | Q3 2023 | 13 |
HCN | WELLTOWER INC COM | 13 | 13 | 0.88% | 1.01% | 1.32% | Q2 2013 | Q2 2016 | 13 |
TUP | TUPPERWARE CORP COM | 7 | 6 | 0.01% | 0.87% | 1.85% | Q2 2013 | Q4 2017 | 13 |
BND | VANGUARD BD INDEX FDS | 12 | 1 | 0.32% | 0.77% | 1.38% | Q2 2020 | Q3 2023 | 13 |
WAG | WALGREEN BOOT ALLIANCE... | 13 | 13 | 0.47% | 0.70% | 0.85% | Q2 2013 | Q2 2016 | 13 |
XRAY | DENTSPLY SIRONA INC. | 13 | 13 | 0.57% | 0.66% | 0.75% | Q2 2013 | Q2 2016 | 13 |
SCHW | SCHWAB CHARLES CORP NE... | 13 | 13 | 0.02% | 0.42% | 0.92% | Q1 2017 | Q1 2020 | 13 |
ADBE | ADOBE SYSTEMS INCORPOR... | 12 | 1 | 0.20% | 0.41% | 0.73% | Q2 2020 | Q3 2023 | 13 |
ILF | ISHARES TR S&P LATIN A... | 7 | 6 | 0.00% | 0.27% | 0.62% | Q2 2013 | Q4 2017 | 13 |
GILD | GILEAD SCIENCES INC COM | 13 | 13 | 0.06% | 0.25% | 0.49% | Q4 2014 | Q4 2017 | 13 |
BMY | BRISTOL MYERS SQUIBB COM | 13 | 13 | 0.05% | 0.22% | 0.47% | Q4 2014 | Q4 2017 | 13 |
QQQ | INVESCO QQQ TR | 12 | 1 | 0.07% | 0.09% | 0.13% | Q2 2018 | Q3 2023 | 13 |
NSC | NORFOLK SOUTHN CORP | 6 | 1 | 0.02% | 0.06% | 0.08% | Q3 2016 | Q4 2022 | 13 |
MIY | BLACKROCK MUNIYLD MICH... | 7 | 6 | 0.03% | 0.05% | 0.06% | Q3 2016 | Q3 2023 | 13 |
SRCL | STERICYCLE INC COM | 12 | 12 | 0.18% | 0.33% | 1.34% | Q2 2013 | Q1 2016 | 12 |
VCSH | VANGUARD SHORT-TERM CO... | 6 | 6 | 0.00% | 0.25% | 0.66% | Q3 2016 | Q1 2022 | 12 |
LQD | ISHARES TR | 6 | 1 | 0.02% | 0.22% | 0.55% | Q3 2016 | Q4 2021 | 12 |
TRV | TRAVELERS COMPANIES IN... | 6 | 2 | 0.02% | 0.06% | 0.09% | Q3 2016 | Q3 2023 | 12 |
ETJ | EATON VANCE RISK MNGD ... | 7 | 5 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 12 |
AGN | ALLERGAN INC COM | 7 | 4 | 0.43% | 1.18% | 1.91% | Q2 2013 | Q1 2016 | 11 |
AN | AUTONATION INC COM | 5 | 2 | 0.10% | 0.17% | 0.21% | Q3 2013 | Q4 2016 | 11 |
RCD | RYDEX ETF TRUST | 7 | 1 | 0.11% | 0.13% | 0.15% | Q4 2014 | Q1 2018 | 11 |
VMW | VMWARE INC CL A COM | 10 | 10 | 0.82% | 1.02% | 1.28% | Q2 2013 | Q3 2015 | 10 |
FTNT | FORTINET INC | 10 | 10 | 0.59% | 0.98% | 1.35% | Q2 2021 | Q3 2023 | 10 |
ETP | ENERGY TRANSFER PRTNRS... | 10 | 10 | 0.69% | 0.91% | 1.03% | Q2 2013 | Q3 2015 | 10 |
GS | GOLDMAN SACHS GROUP INC | 10 | 10 | 0.16% | 0.41% | 0.57% | Q2 2021 | Q3 2023 | 10 |
SLYV | SPDR SER TR | 10 | 10 | 0.36% | 0.41% | 0.44% | Q2 2021 | Q3 2023 | 10 |
SCHP | SCHWAB STRATEGIC TR | 10 | 10 | 0.08% | 0.24% | 0.48% | Q2 2021 | Q3 2023 | 10 |
EOG | EOG RES INC COM | 6 | 4 | 0.00% | 0.21% | 0.94% | Q2 2014 | Q4 2017 | 10 |
CHUBB CORP COM | 9 | 9 | 1.34% | 1.41% | 1.53% | Q2 2013 | Q2 2015 | 9 | |
GOOG | GOOGLE INC CL C | 9 | 9 | 1.09% | 1.35% | 1.66% | Q2 2014 | Q2 2016 | 9 |
CELG | CELGENE CORP COM | 9 | 9 | 0.11% | 1.21% | 1.98% | Q3 2016 | Q3 2018 | 9 |
NKE | NIKE INC CL B | 9 | 9 | 0.01% | 1.05% | 1.62% | Q4 2015 | Q4 2017 | 9 |
WFM | WHOLE FOODS MKT INC COM | 9 | 9 | 0.31% | 0.38% | 0.43% | Q2 2013 | Q2 2015 | 9 |
MBTF | MBT FINANCIAL CORP | 9 | 9 | 0.25% | 0.29% | 0.34% | Q2 2013 | Q2 2015 | 9 |
VBR | VANGUARD INDEX FDS | 6 | 1 | 0.06% | 0.15% | 0.44% | Q1 2020 | Q3 2023 | 9 |
ZBH | ZIMMER HLDGS INC COM | 6 | 1 | 0.07% | 0.15% | 0.17% | Q1 2014 | Q3 2016 | 9 |
VT | VANGUARD INTL EQUITY I... | 5 | 4 | 0.12% | 0.14% | 0.14% | Q2 2019 | Q3 2021 | 9 |
RTX | RTX CORPORATION | 8 | 8 | 0.64% | 0.88% | 1.05% | Q4 2021 | Q3 2023 | 8 |
OTIS | OTIS WORLDWIDE CORP | 8 | 8 | 0.53% | 0.61% | 0.68% | Q4 2021 | Q3 2023 | 8 |
BLK | BLACKROCK INC | 8 | 8 | 0.26% | 0.42% | 0.57% | Q4 2021 | Q3 2023 | 8 |
LUMN | CENTURYTEL INC | 8 | 8 | 0.15% | 0.35% | 0.90% | Q2 2013 | Q1 2015 | 8 |
CARR | CARRIER GLOBAL CORPORA... | 8 | 8 | 0.27% | 0.30% | 0.34% | Q4 2021 | Q3 2023 | 8 |
WBA | WALGREENS BOOTS ALLIAN... | 6 | 2 | 0.11% | 0.22% | 0.42% | Q3 2016 | Q4 2018 | 8 |
CNI | CANADIAN NATL RY CO COM | 6 | 1 | 0.10% | 0.11% | 0.12% | Q3 2016 | Q1 2019 | 8 |
BOH | BANK HAWAII CORP COM | 6 | 2 | 0.08% | 0.11% | 0.16% | Q1 2015 | Q4 2017 | 8 |
MDT | MEDTRONIC PLC SHS | 6 | 1 | 0.06% | 0.09% | 0.12% | Q3 2016 | Q2 2019 | 8 |
XRAY | DENTSPLY SIRONA INC COM | 7 | 7 | 0.21% | 0.32% | 0.52% | Q3 2016 | Q1 2018 | 7 |
CDNS | CADENCE DESIGN SYSTEM INC | 7 | 7 | 0.07% | 0.28% | 0.58% | Q1 2022 | Q3 2023 | 7 |
JCI | JOHNSON CTLS INC COM | 4 | 3 | 0.14% | 0.20% | 0.24% | Q2 2013 | Q1 2015 | 7 |
QQQ | POWERSHARES QQQ TRUST,... | 7 | 7 | 0.10% | 0.10% | 0.12% | Q3 2016 | Q1 2018 | 7 |
SO | SOUTHERN CO COM | 7 | 7 | 0.05% | 0.10% | 0.37% | Q2 2016 | Q4 2017 | 7 |
PAA | PLAINS ALL AMERN PIPEL... | 7 | 7 | 0.08% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
NS | NUSTAR ENERGY LP | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
ORCL | ORACLE CORP COM | 6 | 1 | 0.01% | 0.02% | 0.07% | Q3 2016 | Q2 2023 | 7 |
SCHX | SCHWAB U.S. LARGE-CAP ETF | 6 | 1 | 0.01% | 0.02% | 0.10% | Q3 2016 | Q4 2022 | 7 |
IJH | ISHARES TR | 6 | 1 | 0.01% | 0.02% | 0.08% | Q3 2016 | Q4 2019 | 7 |
APPLE COMPUTER INC COM | 6 | 6 | 2.44% | 2.75% | 3.10% | Q1 2015 | Q2 2016 | 6 | |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.68% | 0.76% | 0.84% | Q2 2022 | Q3 2023 | 6 | |
MUB | ISHARES TR | 5 | 1 | 0.28% | 0.68% | 1.30% | Q2 2020 | Q4 2021 | 6 |
VXUS | VANGUARD STAR FDS | 6 | 6 | 0.35% | 0.37% | 0.41% | Q2 2022 | Q3 2023 | 6 |
VTIP | VANGUARD MALVERN FDS | 6 | 6 | 0.12% | 0.25% | 0.45% | Q2 2022 | Q3 2023 | 6 |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.09% | 0.23% | 0.33% | Q2 2022 | Q3 2023 | 6 | |
IGIB | ISHARES INTERMEDIATE C... | 6 | 6 | 0.10% | 0.12% | 0.15% | Q3 2016 | Q4 2017 | 6 |
JHA | NUVEEN HGH INC DEC18 T... | 6 | 6 | 0.10% | 0.12% | 0.13% | Q3 2016 | Q4 2017 | 6 |
AET | AETNA INC NEW COM | 5 | 1 | 0.00% | 0.12% | 0.42% | Q3 2015 | Q4 2017 | 6 |
RGI | GUGGENHEIM S&P 500 EQU... | 6 | 6 | 0.10% | 0.10% | 0.11% | Q3 2016 | Q4 2017 | 6 |
RHS | GUGGENHEIM S&P 500 EQU... | 6 | 6 | 0.09% | 0.10% | 0.12% | Q3 2016 | Q4 2017 | 6 |
GM | GENERAL MTRS CO COM | 6 | 6 | 0.01% | 0.07% | 0.15% | Q3 2016 | Q4 2017 | 6 |
PCI | PIMCO DYNMIC CREDIT AN... | 6 | 6 | 0.03% | 0.07% | 0.09% | Q3 2016 | Q4 2017 | 6 |
IWS | ISHARES RUSSELL MID-CA... | 6 | 6 | 0.04% | 0.06% | 0.08% | Q3 2016 | Q4 2017 | 6 |
FEI | FIRST TR MLP & ENERGY ... | 6 | 6 | 0.04% | 0.06% | 0.08% | Q3 2016 | Q4 2017 | 6 |
RYE | GUGGENHEIM S&P 500 EQU... | 6 | 6 | 0.05% | 0.06% | 0.07% | Q3 2016 | Q4 2017 | 6 |
BTT | BLACKROCK MUN 2030 TAR... | 6 | 6 | 0.05% | 0.05% | 0.06% | Q3 2016 | Q4 2017 | 6 |
FEN | FIRST TR ENERGY INCOME... | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q4 2017 | 6 |
WEC | WEC ENERGY GROUP INC COM | 6 | 6 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q4 2017 | 6 |
RSP | GUGGENHEIM S&P 500 EQU... | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q4 2017 | 6 |
TGT | TARGET CORP COM | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q4 2017 | 6 |
RPT | RAMCO-GERSHENSON PPTYS... | 6 | 6 | 0.03% | 0.04% | 0.07% | Q3 2016 | Q4 2017 | 6 |
SNY | SANOFI SPONSORED ADR | 6 | 6 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q4 2017 | 6 |
STI | SUNTRUST BKS INC COM | 6 | 6 | 0.03% | 0.04% | 0.06% | Q3 2016 | Q4 2017 | 6 |
JXI | ISHARES GLOBAL UTILITI... | 6 | 6 | 0.01% | 0.04% | 0.05% | Q3 2016 | Q4 2017 | 6 |
EWRE | GUGGENHEIM S&P 500 EQU... | 6 | 6 | 0.03% | 0.03% | 0.05% | Q3 2016 | Q4 2017 | 6 |
RTN | RAYTHEON CO COM NEW | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q4 2017 | 6 |
VGI | VIRTUS GLOBAL MULTI-SE... | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q4 2017 | 6 |
AMGN | AMGEN INC COM | 6 | 6 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2017 | 6 |
RTM | GUGGENHEIM S&P 500 EQU... | 6 | 6 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2017 | 6 |
BAC | BANK AMER CORP COM | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q4 2017 | 6 |
DTE | DTE ENERGY CO COM | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q4 2017 | 6 |
IWO | ISHARES RUSSELL 2000 G... | 6 | 6 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2017 | 6 |
K | KELLOGG CO COM | 6 | 6 | 0.01% | 0.03% | 0.03% | Q3 2016 | Q4 2017 | 6 |
MDYG | SPDR S&P 400 MID CAP G... | 6 | 6 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q4 2017 | 6 |
INN | SUMMIT HOTEL PPTYS INC... | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 6 |
GLD | SPDR GOLD SHARES | 6 | 6 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q4 2017 | 6 |
NEA | NUVEEN AMT FREE QLTY M... | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 6 |
BP | BP PLC SPONSORED ADR | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 6 |
VOX | VANGUARD TELECOMMUNICA... | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 6 |
GLW | CORNING INC COM | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
IEF | ISHARES 7-10 YEAR TREA... | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 6 |
PSEC | PROSPECT CAPITAL CORPO... | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 6 |
MIDD | MIDDLEBY CORP COM | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 6 |
GIS | GENERAL MLS INC COM | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 6 |
FPF | FIRST TR INTER DUR PFD... | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
C | CITIGROUP INC COM NEW | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
IUSG | ISHARES CORE S&P U.S. ... | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
CAG | CONAGRA FOODS INC COM | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
SLYG | SPDR S&P 600 SMALL CAP... | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
HAL | HALLIBURTON CO COM | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
CA | CA INC COM | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
PLD | PROLOGIS INC COM | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
CMCSA | COMCAST CORP NEW CL A | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
HCP | HCP INC COM | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2017 | 6 |
BR | BROADRIDGE FINL SOLUTI... | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2017 | 6 |
D | DOMINION RES INC VA NE... | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2017 | 6 |
SHY | ISHARES 1-3 YEAR TREAS... | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2017 | 6 |
YUM | YUM BRANDS INC COM | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2017 | 6 |
MSF | MORGAN STANLEY EMER MK... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
MEI | METHODE ELECTRS INC COM | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
WY | WEYERHAEUSER CO COM | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
JPI | NUVEEN PFD & INCOME TE... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
NVS | NOVARTIS A G SPONSORED... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
ARCC | ARES CAP CORP COM | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
CAT | CATERPILLAR INC DEL COM | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
VLO | VALERO ENERGY CORP NEW... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
EPP | ISHARES MSCI PACIFIC E... | 6 | 6 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q4 2017 | 6 |
IJR | ISHARES S&P SMALL-CAP ... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
IVW | ISHARES S&P 500 GROWTH... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
GMWSB | GENERAL MTRS CO WT EXP... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
THG | HANOVER INS GROUP INC COM | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
LEG | LEGGETT & PLATT INC COM | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
MDP | MEREDITH CORP COM | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
IAU | ISHARES COMEX GOLD TRUST | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
KIM | KIMCO RLTY CORP COM | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
CDK | CDK GLOBAL INC COM | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
MUR | MURPHY OIL CORP COM | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2017 | 6 |
KBE | SPDR S&P BANK ETF | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
PNC | PNC FINL SVCS GROUP IN... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
DFIN | DONNELLEY FINL SOLUTIO... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
CC | CHEMOURS CO COM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
4945SC | KINDER MORGAN ENERGY U... | 5 | 5 | 0.42% | 1.18% | 1.66% | Q2 2013 | Q2 2014 | 5 |
PRGO | PERRIGO CO COM | 4 | 1 | 0.20% | 0.98% | 1.23% | Q2 2013 | Q1 2015 | 5 |
ASML | ASML HOLDING N V | 5 | 5 | 0.14% | 0.31% | 0.44% | Q3 2022 | Q3 2023 | 5 |
MONSANTO CO NEW COM | 5 | 5 | 0.29% | 0.30% | 0.32% | Q4 2013 | Q4 2014 | 5 | |
SCHO | SCHWAB STRATEGIC TR | 5 | 5 | 0.19% | 0.21% | 0.23% | Q2 2017 | Q2 2018 | 5 |
MFC | MANULIFE FINL CORP COM | 3 | 1 | 0.15% | 0.16% | 0.18% | Q1 2016 | Q3 2017 | 5 |
RYT | INVESCO EXCHANGE TRADE... | 2 | 1 | 0.08% | 0.13% | 0.24% | Q2 2018 | Q2 2020 | 5 |
ISCV | ISHARES TR MRNING SM C... | 4 | 1 | 0.02% | 0.06% | 0.21% | Q2 2016 | Q4 2017 | 5 |
OMC | OMNICOM GROUP INC COM | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q4 2017 | 5 |
TTP | TORTOISE PIPELINE & EN... | 5 | 5 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q4 2017 | 5 |
COH | COACH INC COM | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2017 | 5 |
PDI | PIMCO DYNAMIC INCOME F... | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
YUMC | YUM CHINA HLDGS INC COM | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
ED | CONSOLIDATED EDISON IN... | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
EWJ | ISHARES MSCI JAPAN ETF | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
LKSDQ | LSC COMMUNICATIONS INC... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Y | ALLEGHANY CORP MD | 3 | 1 | 0.06% | 0.07% | 0.08% | Q2 2017 | Q1 2022 | 4 |
DFAU | DIMENSIONAL ETF TRUST | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 4 |
NOC | NORTHROP GRUMMAN CORP COM | 4 | 4 | 0.00% | 0.03% | 0.04% | Q3 2016 | Q2 2017 | 4 |
LANC | LANCASTER COLONY CORP COM | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q2 2017 | 4 |
BGS | B & G FOODS INC NEW COM | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2017 | 4 |
AGN | ALLERGAN PLC SHS | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2017 | 4 |
REM | ISHARES MORTGAGE REAL ... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
FHI | FEDERATED INVS INC PA ... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
APC | ANADARKO PETE CORP COM | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
GSK | GLAXOSMITHKLINE PLC SP... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
DOW | DOW CHEM CO COM | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
DD | DU PONT E I DE NEMOURS... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
MAT | MATTEL INC COM | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2017 | 4 |
LW | LAMB WESTON HLDGS INC COM | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2017 | 4 |
CCL | CARNIVAL CORP PAIRED CTF | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
THQ | TEKLA HEALTHCARE OPPOR... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
NOV | NATIONAL OILWELL VARCO... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
LYTS | LSI INDS INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
QCP | QUALITY CARE PPTYS INC... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
CLX | CLOROX CO DEL | 2 | 1 | 0.66% | 0.73% | 0.85% | Q2 2020 | Q1 2021 | 3 |
VO | VANGUARD INDEX FDS | 3 | 3 | 0.22% | 0.22% | 0.22% | Q2 2019 | Q4 2019 | 3 |
ITC | ITC HLDGS CORP COM | 3 | 3 | 0.20% | 0.21% | 0.22% | Q2 2013 | Q4 2013 | 3 |
IEMG | ISHARES INC | 3 | 3 | 0.17% | 0.18% | 0.18% | Q2 2019 | Q4 2019 | 3 |
VYM | VANGUARD WHITEHALL FDS... | 2 | 1 | 0.12% | 0.16% | 0.22% | Q4 2019 | Q3 2023 | 3 |
FB | FACEBOOK INC CL A | 2 | 1 | 0.08% | 0.14% | 0.20% | Q4 2017 | Q3 2018 | 3 |
BBT | BB&T CORP COM | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q4 2017 | 3 |
MNST | MONSTER BEVERAGE CORP ... | 3 | 3 | 0.00% | 0.06% | 0.12% | Q2 2017 | Q4 2017 | 3 |
ALL | ALLSTATE CORP COM | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q4 2017 | 3 |
MRCC | MONROE CAP CORP COM | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2017 | Q4 2017 | 3 |
FLR | FLUOR CORP NEW COM | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2017 | Q4 2017 | 3 |
WRK | WESTROCK CO COM | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q4 2017 | 3 |
LNT | ALLIANT ENERGY CORP COM | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2017 | Q4 2017 | 3 |
EXC | EXELON CORP COM | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q4 2017 | 3 |
DFS | DISCOVER FINL SVCS COM | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q4 2017 | 3 |
KEY | KEYCORP NEW COM | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q4 2017 | 3 |
AAL | AMERICAN AIRLS GROUP I... | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q4 2017 | 3 |
MS | MORGAN STANLEY COM NEW | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q4 2017 | 3 |
HSC | HARSCO CORP COM | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q4 2017 | 3 |
NUGT | DIREXION DAILY GOLD MI... | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q1 2017 | 3 |
FE | FIRSTENERGY CORP COM | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
NGVT | INGEVITY CORP COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
VSM | VERSUM MATLS INC COM | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
FV | FIRST TRUST DORSEY WRI... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
IFV | FIRST TRUST DORSEY WRI... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
FDL | FIRST TRUST MORNINGSTA... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
GDX | VANECK VECTORS GOLD MI... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
QQEW | FIRST TRUST NASDAQ-100... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
RRD | DONNELLEY R R & SONS C... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
QTEC | FIRST TRUST NASDAQ-100... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
FXO | FIRST TRUST FINANCIALS... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
ORI | OLD REP INTL CORP COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
ANF | ABERCROMBIE & FITCH CO... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
RGC | REGAL ENTMT GROUP CL A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
DLR | DIGITAL RLTY TR INC COM | 2 | 2 | 0.67% | 0.79% | 0.90% | Q2 2013 | Q3 2013 | 2 |
DFAC | DIMENSIONAL ETF TRUST | 2 | 2 | 0.56% | 0.57% | 0.59% | Q2 2023 | Q3 2023 | 2 |
DIMENSIONAL ETF TRUST | 2 | 2 | 0.40% | 0.41% | 0.42% | Q2 2023 | Q3 2023 | 2 | |
VEU | VANGUARD INTL EQUITY I... | 1 | 1 | 0.33% | 0.35% | 0.38% | Q2 2020 | Q4 2020 | 2 |
AMJ | JPMORGAN CHASE & CO | 2 | 2 | 0.29% | 0.31% | 0.32% | Q2 2019 | Q3 2019 | 2 |
AVUV | AMERICAN CENTY ETF TR | 2 | 2 | 0.17% | 0.25% | 0.33% | Q2 2023 | Q3 2023 | 2 |
CATERPILLAR INC DEL COM | 2 | 2 | 0.20% | 0.23% | 0.26% | Q2 2013 | Q3 2013 | 2 | |
VEEV | VEEVA SYS INC | 2 | 2 | 0.08% | 0.18% | 0.27% | Q2 2023 | Q3 2023 | 2 |
PGX | INVESCO EXCH TRADED FD... | 2 | 2 | 0.16% | 0.18% | 0.19% | Q1 2022 | Q2 2022 | 2 |
TRMB | TRIMBLE INC | 2 | 2 | 0.08% | 0.17% | 0.25% | Q2 2023 | Q3 2023 | 2 |
DFAT | DIMENSIONAL ETF TRUST | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
DIMENSIONAL ETF TRUST | 2 | 2 | 0.07% | 0.12% | 0.16% | Q2 2023 | Q3 2023 | 2 | |
DIMENSIONAL ETF TRUST | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 | |
TQQQ | PROSHARES TR | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
TFC | TRUIST FINL CORP | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
VNT | VONTIER CORPORATION | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
SKT | TANGER FACTORY OUTLET ... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
USA | LIBERTY ALL STAR EQUIT... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
IWD | ISHARES RUSSELL 1000 V... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
MINT | PIMCO ENHANCED SHORT M... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
SNAP | SNAP INC CL A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
UGA | UNITED STATES GASOLINE... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
KAI | KADANT INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
EWG | ISHARES MSCI GERMANY ETF | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
SE | SPECTRA ENERGY CORP COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
ACE | ACE LTD SHS | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2015 | Q4 2015 | 1 |
ULTA SALON COSM & FRAG... | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2016 | Q2 2016 | 1 | |
B108PS | ACTAVIS | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2015 | Q1 2015 | 1 |
CMF | ISHARES TR | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q2 2023 | 1 |
MBT FIN. CORP. EXP. 04... | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2014 | Q1 2014 | 1 | |
VIG | VANGUARD DIVIDEND APPR... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2017 | Q3 2017 | 1 |
FDX | FEDEX CORP COM | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2015 | Q2 2015 | 1 |
RYH | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2018 | Q2 2018 | 1 |
FNDX | SCHWAB STRATEGIC TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
RYF | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
REGN | REGENERON PHARMA INC COM | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2015 | Q2 2015 | 1 |
RCD | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 | |
FNDE | SCHWAB STRATEGIC TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
FNDF | SCHWAB STRATEGIC TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
PANW | PALO ALTO NETWORKS INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
ACN | ACCENTURE PLC IRELAND | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
FNDA | SCHWAB STRATEGIC TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
VOO | VANGUARD INDEX FDS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
FNDC | SCHWAB STRATEGIC TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
SCHM | SCHWAB U.S. MID-CAP ETF | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
ISRG | INTUITIVE SURGICAL INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
DWDP | DOWDUPONT INC COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
PFXF | VANECK ETF TRUST | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
AGG | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
VOT | VANGUARD MID-CAP GROWT... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
VOE | VANGUARD MID-CAP VALUE... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
STNG | SCORPIO TANKERS INC SHS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
TPR | TAPESTRY INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
MON | MONSANTO CO NEW COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
VOD | VODAFONE GROUP PLC NEW... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
NUGT | DIREXION DAILY GOLD MI... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
PBI | PITNEY BOWES INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
JCI | JOHNSON CTLS INTL PLC SHS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
MLPI | UBS E-TRACS ALERIAN ML... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
CSX | CSX CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
DONNELLEY R R & SONS C... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 | |
AVK | ADVENT CLAYMORE CV SEC... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
IWM | ISHARES RUSSELL 2000 ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
EWJ | ISHARES MSCI JAPAN ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NEM | NEWMONT MINING CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
TBT | PROSHARES ULTRASHORT 2... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BUSINESS CONTINUITY SO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 | |
DBC | POWERSHARES DB COMMODI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
SHPG | SHIRE PLC SPONSORED ADR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FTR | FRONTIER COMMUNICATION... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
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The securities at the top of the list , including INTUIT COM, VISA INC COM CL A, and DANAHER CORPORATION, are the highest-conviction holdings of Liberty Capital Management, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Liberty Capital Management, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Liberty Capital Management, Inc. owns currently or has owned in the past.