326 is the total number of securities Atlas Brown,Inc. has owned. The longest Atlas Brown,Inc. has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BFA | BROWN FORMAN CORP CL A | 42 | 42 | 0.52% | 21.92% | 61.26% | Q2 2013 | Q3 2023 | 42 |
BFB | BROWN FORMAN CORP CL B | 42 | 42 | 0.29% | 6.75% | 23.67% | Q2 2013 | Q3 2023 | 42 |
AAPL | APPLE INC COM | 42 | 42 | 0.44% | 3.00% | 6.45% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON COM | 42 | 42 | 0.90% | 2.15% | 3.85% | Q2 2013 | Q3 2023 | 42 |
PG | PROCTER & GAMBLE CO COM | 42 | 42 | 0.65% | 1.88% | 2.94% | Q2 2013 | Q3 2023 | 42 |
XOM | EXXON MOBIL CORPORATION | 42 | 42 | 0.70% | 1.72% | 3.20% | Q2 2013 | Q3 2023 | 42 |
MSFT | MICROSOFT CORP COM | 42 | 42 | 0.18% | 1.53% | 3.36% | Q2 2013 | Q3 2023 | 42 |
PEP | PEPSICO INC COM | 42 | 42 | 0.54% | 1.42% | 2.42% | Q2 2013 | Q3 2023 | 42 |
CVX | CHEVRON CORP NEW COM | 42 | 42 | 0.38% | 1.36% | 2.43% | Q2 2013 | Q3 2023 | 42 |
HUM | HUMANA INC COM | 42 | 42 | 0.08% | 1.27% | 3.30% | Q2 2013 | Q3 2023 | 42 |
ABBV | ABBVIE INC COM | 42 | 42 | 0.07% | 1.20% | 2.40% | Q2 2013 | Q3 2023 | 42 |
JPM | JPMORGAN CHASE & CO COM | 42 | 42 | 0.27% | 1.15% | 1.90% | Q2 2013 | Q3 2023 | 42 |
PFE | PFIZER INC COM | 42 | 42 | 0.17% | 0.89% | 1.73% | Q2 2013 | Q3 2023 | 42 |
DIS | Disney Walt Co Disney | 42 | 42 | 0.25% | 0.89% | 1.67% | Q2 2013 | Q3 2023 | 42 |
INTC | INTEL CORP COM | 42 | 42 | 0.28% | 0.84% | 1.73% | Q2 2013 | Q3 2023 | 42 |
HD | HOME DEPOT INC COM | 42 | 42 | 0.13% | 0.78% | 1.58% | Q2 2013 | Q3 2023 | 42 |
ABT | ABBOTT LABS COM | 42 | 42 | 0.20% | 0.77% | 1.37% | Q2 2013 | Q3 2023 | 42 |
ADP | AUTOMATIC DATA PROCESS... | 42 | 42 | 0.29% | 0.75% | 1.28% | Q2 2013 | Q3 2023 | 42 |
TJX | TJX COS INC NEW COM | 42 | 42 | 0.22% | 0.73% | 1.11% | Q2 2013 | Q3 2023 | 42 |
MCD | MCDONALDS CORP COM | 42 | 42 | 0.24% | 0.68% | 1.36% | Q2 2013 | Q3 2023 | 42 |
IBM | INTL BUSINESS MACHINES | 42 | 42 | 0.29% | 0.66% | 1.51% | Q2 2013 | Q3 2023 | 42 |
BRKB | BERKSHIRE HATHAWAY INC... | 42 | 42 | 0.18% | 0.60% | 1.06% | Q2 2013 | Q3 2023 | 42 |
KO | COCA COLA CO COM | 42 | 42 | 0.20% | 0.58% | 0.94% | Q2 2013 | Q3 2023 | 42 |
MMM | 3M CO COM | 42 | 42 | 0.28% | 0.57% | 1.32% | Q2 2013 | Q3 2023 | 42 |
T | AT&T INC COM | 42 | 42 | 0.10% | 0.57% | 1.09% | Q2 2013 | Q3 2023 | 42 |
COST | COSTCO WHSL CORP NEW COM | 42 | 42 | 0.06% | 0.49% | 1.05% | Q2 2013 | Q3 2023 | 42 |
ORCL | ORACLE CORPORATION | 42 | 42 | 0.19% | 0.48% | 1.28% | Q2 2013 | Q3 2023 | 42 |
MRK | MERCK & CO INC NEW COM | 42 | 42 | 0.06% | 0.47% | 0.88% | Q2 2013 | Q3 2023 | 42 |
CAT | CATERPILLAR INC DEL COM | 42 | 42 | 0.06% | 0.44% | 0.94% | Q2 2013 | Q3 2023 | 42 |
DUK | DUKE ENERGY CORP NEW C... | 42 | 42 | 0.13% | 0.41% | 0.74% | Q2 2013 | Q3 2023 | 42 |
BMY | BRISTOL-MYERS SQUIBB C... | 42 | 42 | 0.12% | 0.39% | 0.77% | Q2 2013 | Q3 2023 | 42 |
CMCSA | COMCAST CORP NEW CL A | 42 | 42 | 0.08% | 0.38% | 0.65% | Q2 2013 | Q3 2023 | 42 |
PNC | PNC FINL SVCS GROUP IN... | 42 | 42 | 0.12% | 0.38% | 0.69% | Q2 2013 | Q3 2023 | 42 |
VZ | VERIZON COMMUNICATIONS... | 42 | 42 | 0.05% | 0.34% | 0.64% | Q2 2013 | Q3 2023 | 42 |
CSCO | Cisco Systems Inc | 42 | 42 | 0.08% | 0.32% | 0.61% | Q2 2013 | Q3 2023 | 42 |
PM | PHILIP MORRIS INTL INC... | 42 | 42 | 0.11% | 0.31% | 0.64% | Q2 2013 | Q3 2023 | 42 |
NEE | NEXTERA ENERGY INC COM | 42 | 42 | 0.08% | 0.30% | 0.61% | Q2 2013 | Q3 2023 | 42 |
ITW | ILLINOIS TOOL WORKS INC | 42 | 42 | 0.07% | 0.29% | 0.50% | Q2 2013 | Q3 2023 | 42 |
UNP | UNION PACIFIC CORP COM | 42 | 42 | 0.06% | 0.29% | 0.49% | Q2 2013 | Q3 2023 | 42 |
WAT | WATERS CORP COM | 42 | 42 | 0.12% | 0.26% | 0.54% | Q2 2013 | Q3 2023 | 42 |
USB | US BANCORP DEL COM NEW | 42 | 42 | 0.13% | 0.25% | 0.56% | Q2 2013 | Q3 2023 | 42 |
DOV | DOVER CORP COM | 42 | 42 | 0.08% | 0.22% | 0.36% | Q2 2013 | Q3 2023 | 42 |
OMC | OMNICOM GROUP INC COM | 42 | 42 | 0.06% | 0.18% | 0.36% | Q2 2013 | Q3 2023 | 42 |
APD | AIR PRODUCTS & CHEMICA... | 42 | 42 | 0.05% | 0.17% | 0.25% | Q2 2013 | Q3 2023 | 42 |
PZZA | PAPA JOHNS INTL INC COM | 31 | 10 | 0.08% | 2.46% | 12.32% | Q2 2013 | Q3 2023 | 41 |
WFC | WELLS FARGO CO NEW COM | 30 | 11 | 0.08% | 0.18% | 0.43% | Q2 2013 | Q3 2023 | 41 |
PPG | PPG Industries Inc | 27 | 14 | 0.06% | 0.17% | 0.31% | Q2 2013 | Q3 2023 | 41 |
IWP | iShares Tr Russell Mid... | 39 | 1 | 0.29% | 1.12% | 2.06% | Q2 2013 | Q3 2023 | 40 |
IWF | iShares Tr Russell 100... | 39 | 1 | 0.35% | 1.09% | 1.65% | Q2 2013 | Q3 2023 | 40 |
IWN | iShares Tr Russell 200... | 39 | 1 | 0.33% | 1.09% | 1.97% | Q2 2013 | Q3 2023 | 40 |
RWR | SPDR Series Trust DJ R... | 39 | 1 | 0.44% | 1.01% | 2.30% | Q2 2013 | Q3 2023 | 40 |
IWD | iShares Tr Russell 100... | 39 | 1 | 0.36% | 0.99% | 1.59% | Q2 2013 | Q3 2023 | 40 |
IWS | iShares Tr Russell Mid... | 39 | 1 | 0.25% | 0.98% | 1.77% | Q2 2013 | Q3 2023 | 40 |
IWO | iShares Tr Russell 200... | 39 | 1 | 0.25% | 0.96% | 1.58% | Q2 2013 | Q3 2023 | 40 |
EFA | iShares Tr MSCI EAFE I... | 39 | 1 | 0.25% | 0.76% | 1.30% | Q2 2013 | Q3 2023 | 40 |
EEM | iShares Tr MSCI Emerg Mkt | 39 | 1 | 0.10% | 0.47% | 1.05% | Q2 2013 | Q3 2023 | 40 |
IWR | ISHARES TR RUSSELL MID... | 39 | 1 | 0.06% | 0.37% | 0.78% | Q2 2013 | Q3 2023 | 40 |
CINF | CINCINNATI FINL CORP COM | 27 | 13 | 0.05% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 40 |
STZ | CONSTELLATION BRANDS I... | 39 | 39 | 0.07% | 0.29% | 0.49% | Q1 2014 | Q3 2023 | 39 |
VTV | VANGUARD VALUE INDEX FUND | 38 | 38 | 0.24% | 1.39% | 2.60% | Q2 2014 | Q3 2023 | 38 |
IVW | iShares Tr S&P 500 Growth | 38 | 38 | 0.20% | 1.37% | 2.26% | Q2 2014 | Q3 2023 | 38 |
VOE | VANGUARD MID-CAP VALUE... | 38 | 38 | 0.17% | 0.91% | 1.85% | Q2 2014 | Q3 2023 | 38 |
IJK | iShares Tr S&P Mid Cap... | 38 | 38 | 0.13% | 0.79% | 1.53% | Q2 2014 | Q3 2023 | 38 |
SO | SOUTHERN CO COM | 38 | 38 | 0.06% | 0.23% | 0.42% | Q2 2014 | Q3 2023 | 38 |
BP | BP PLC SPONSORED ADR | 37 | 37 | 0.09% | 0.52% | 1.07% | Q3 2014 | Q3 2023 | 37 |
SLYV | SPDR S&P 600 SMALL CAP... | 37 | 37 | 0.20% | 0.49% | 0.95% | Q3 2014 | Q3 2023 | 37 |
FB | META PLATFORMS INC CL A | 35 | 2 | 0.05% | 0.43% | 0.78% | Q2 2013 | Q3 2023 | 37 |
WMT | WAL-MART STORES INC COM | 27 | 10 | 0.07% | 0.33% | 0.61% | Q2 2013 | Q3 2023 | 37 |
SLYG | SPDR S&P 600 SMALL CAP... | 37 | 37 | 0.11% | 0.33% | 0.53% | Q3 2014 | Q3 2023 | 37 |
BAC | BK OF AMERICA CORP COM | 37 | 37 | 0.04% | 0.30% | 0.63% | Q3 2014 | Q3 2023 | 37 |
SBUX | STARBUCKS CORP COM | 34 | 3 | 0.05% | 0.23% | 0.42% | Q2 2013 | Q3 2022 | 37 |
SYY | SYSCO CORP COM | 17 | 4 | 0.07% | 0.14% | 0.27% | Q4 2013 | Q3 2023 | 37 |
WBA | WALGREENS BOOTS ALLIAN... | 36 | 36 | 0.28% | 0.75% | 1.47% | Q4 2014 | Q3 2023 | 36 |
F | FORD MTR CO DEL COM PA... | 20 | 16 | 0.02% | 0.21% | 0.56% | Q2 2013 | Q3 2023 | 36 |
MO | ALTRIA GROUP INC COM | 32 | 2 | 0.05% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 36 |
NOBL | PROSHARES S&P 500 DIVI... | 35 | 35 | 0.08% | 0.86% | 1.34% | Q1 2015 | Q3 2023 | 35 |
GILD | GILEAD SCIENCES INC COM | 35 | 35 | 0.10% | 0.23% | 0.47% | Q1 2015 | Q3 2023 | 35 |
UPS | UNITED PARCEL SERVICE ... | 19 | 2 | 0.05% | 0.14% | 0.22% | Q3 2014 | Q3 2023 | 35 |
FHLC | FIDELITY MSCI HEALTH C... | 34 | 34 | 0.09% | 0.58% | 0.96% | Q2 2015 | Q3 2023 | 34 |
TIP | ISHARES TIPS BOND ETF | 34 | 34 | 0.17% | 0.49% | 0.76% | Q2 2015 | Q3 2023 | 34 |
FSTA | FIDELITY MSCI CONSUMER... | 34 | 34 | 0.09% | 0.48% | 0.79% | Q2 2015 | Q3 2023 | 34 |
GLD | SPDR GOLD SHARES | 34 | 34 | 0.15% | 0.28% | 0.69% | Q2 2015 | Q3 2023 | 34 |
VCSH | VANGUARD SHORT-TERM CO... | 34 | 34 | 0.06% | 0.21% | 0.39% | Q2 2015 | Q3 2023 | 34 |
NSC | NORFOLK SOUTHN CORP COM | 22 | 12 | 0.07% | 0.18% | 0.52% | Q2 2013 | Q2 2023 | 34 |
GE | GENERAL ELECTRIC CO COM | 33 | 33 | 0.24% | 0.69% | 1.87% | Q2 2013 | Q2 2021 | 33 |
GOOG | ALPHABET INC CAP STK CL C | 32 | 32 | 0.12% | 0.58% | 1.12% | Q4 2015 | Q3 2023 | 32 |
AMAT | APPLIED MATLS INC COM | 27 | 5 | 0.06% | 0.25% | 0.50% | Q2 2013 | Q3 2023 | 32 |
RDSA | ROYAL DUTCH SHELL PLC ... | 25 | 1 | 0.06% | 0.18% | 0.37% | Q2 2013 | Q4 2021 | 32 |
AMZN | AMAZON COM INC COM | 31 | 31 | 0.16% | 1.12% | 2.27% | Q1 2016 | Q3 2023 | 31 |
IVV | ISHARES CORE S&P 500 ETF | 31 | 31 | 0.09% | 0.74% | 1.07% | Q1 2016 | Q3 2023 | 31 |
TGT | TARGET CORP COM | 25 | 1 | 0.04% | 0.39% | 0.79% | Q2 2013 | Q3 2023 | 31 |
CRM | SALESFORCE INC COM | 29 | 2 | 0.06% | 0.37% | 0.73% | Q4 2015 | Q3 2023 | 31 |
GOOGL | ALPHABET INC CAP STK CL A | 31 | 31 | 0.08% | 0.36% | 0.64% | Q1 2016 | Q3 2023 | 31 |
SPY | SPDR S&P 500 Index ETF | 27 | 4 | 0.04% | 0.36% | 1.32% | Q2 2014 | Q3 2023 | 31 |
BA | BOEING CO COM | 30 | 30 | 0.09% | 0.29% | 0.52% | Q2 2016 | Q3 2023 | 30 |
QCOM | QUALCOMM INC COM | 29 | 1 | 0.05% | 0.26% | 0.46% | Q2 2013 | Q3 2023 | 30 |
REGL | PROSHARES S&P MIDCAP 4... | 29 | 29 | 0.10% | 0.46% | 0.67% | Q3 2016 | Q3 2023 | 29 |
FTEC | FIDELITY MSCI INFORMAT... | 29 | 29 | 0.01% | 0.42% | 0.76% | Q3 2016 | Q3 2023 | 29 |
JCI | JOHNSON CTLS INTL PLC SHS | 29 | 29 | 0.07% | 0.28% | 0.48% | Q3 2016 | Q3 2023 | 29 |
RTN | RAYTHEON CO COM NEW | 28 | 28 | 0.11% | 0.40% | 1.00% | Q2 2013 | Q1 2020 | 28 |
UN | UNILEVER N V N Y SHS NEW | 27 | 1 | 0.07% | 0.18% | 0.36% | Q2 2013 | Q3 2020 | 28 |
VTI | VANGUARD TOTAL STOCK M... | 27 | 27 | 0.37% | 2.25% | 3.19% | Q1 2017 | Q3 2023 | 27 |
IEF | ISHARES 7-10 YEAR TREA... | 27 | 27 | 0.10% | 0.45% | 0.88% | Q1 2017 | Q3 2023 | 27 |
COP | CONOCOPHILLIPS COM | 27 | 27 | 0.12% | 0.25% | 0.63% | Q2 2013 | Q4 2019 | 27 |
AXP | AMERICAN EXPRESS CO COM | 26 | 1 | 0.05% | 0.23% | 0.33% | Q2 2013 | Q3 2023 | 27 |
IDXX | IDEXX LABS INC COM | 27 | 27 | 0.05% | 0.18% | 0.28% | Q1 2017 | Q3 2023 | 27 |
EMR | EMERSON ELEC CO COM | 25 | 1 | 0.04% | 0.18% | 0.25% | Q2 2016 | Q3 2023 | 27 |
VEU | VANGUARD FTSE ALL-WORL... | 26 | 26 | 0.05% | 0.31% | 0.42% | Q2 2017 | Q3 2023 | 26 |
CELG | CELGENE CORP COM | 26 | 26 | 0.07% | 0.23% | 0.46% | Q2 2013 | Q3 2019 | 26 |
MA | MASTERCARD INCORPORATE... | 25 | 25 | 0.05% | 0.28% | 0.40% | Q3 2017 | Q3 2023 | 25 |
IWM | iShares Tr Russell 2000 | 12 | 1 | 0.07% | 0.24% | 0.48% | Q2 2013 | Q3 2023 | 25 |
BLK | BLACKROCK INC COM | 25 | 25 | 0.05% | 0.24% | 0.36% | Q3 2017 | Q3 2023 | 25 |
EW | EDWARDS LIFESCIENCES C... | 25 | 25 | 0.06% | 0.24% | 0.32% | Q3 2017 | Q3 2023 | 25 |
SLB | SCHLUMBERGER LTD COM | 25 | 25 | 0.08% | 0.20% | 0.44% | Q2 2013 | Q2 2019 | 25 |
CL | COLGATE PALMOLIVE CO COM | 22 | 1 | 0.08% | 0.51% | 1.26% | Q2 2013 | Q4 2021 | 24 |
CVS | CVS Health Corporation | 19 | 5 | 0.07% | 0.26% | 0.48% | Q4 2013 | Q3 2023 | 24 |
LLY | LILLY ELI & CO COM | 22 | 2 | 0.04% | 0.25% | 0.43% | Q3 2017 | Q3 2023 | 24 |
IVE | ISHARES S&P 500 VALUE ETF | 24 | 24 | 0.04% | 0.21% | 0.32% | Q4 2017 | Q3 2023 | 24 |
HON | HONEYWELL INTL INC COM | 24 | 24 | 0.04% | 0.17% | 0.25% | Q4 2017 | Q3 2023 | 24 |
MOO | VANECK VECTORS AGRIBUS... | 24 | 24 | 0.04% | 0.13% | 0.17% | Q4 2017 | Q3 2023 | 24 |
MTUM | ISHARES MSCI USA MOMEN... | 22 | 1 | 0.04% | 0.23% | 0.34% | Q4 2017 | Q3 2023 | 23 |
EQT | EQT CORP COM | 22 | 22 | 0.06% | 0.21% | 0.43% | Q2 2013 | Q3 2018 | 22 |
FRME | FIRST MERCHANTS CORP COM | 22 | 22 | 0.10% | 0.21% | 0.39% | Q4 2017 | Q1 2023 | 22 |
OXY | Occidental Petroleum Corp | 22 | 22 | 0.06% | 0.18% | 0.38% | Q2 2013 | Q3 2018 | 22 |
PX | PRAXAIR INC COM | 22 | 22 | 0.08% | 0.18% | 0.37% | Q2 2013 | Q3 2018 | 22 |
PSX | PHILLIPS 66 COM | 22 | 22 | 0.07% | 0.17% | 0.35% | Q2 2013 | Q3 2018 | 22 |
NFLX | NETFLIX INC COM | 17 | 4 | 0.16% | 0.38% | 0.61% | Q3 2016 | Q3 2023 | 21 |
SHW | SHERWIN WILLIAMS CO COM | 21 | 21 | 0.13% | 0.24% | 0.38% | Q3 2018 | Q3 2023 | 21 |
CMI | CUMMINS INC COM | 19 | 2 | 0.04% | 0.15% | 0.21% | Q4 2014 | Q3 2023 | 21 |
NVDA | NVIDIA CORPORATION COM | 20 | 20 | 0.43% | 1.51% | 3.63% | Q4 2018 | Q3 2023 | 20 |
QQQ | INVESCO QQQ TRUST SERI... | 20 | 20 | 0.15% | 0.26% | 0.50% | Q4 2018 | Q3 2023 | 20 |
DHR | DANAHER CORPORATION COM | 14 | 1 | 0.07% | 0.24% | 0.38% | Q2 2013 | Q3 2023 | 20 |
KR | KROGER CO COM | 16 | 1 | 0.04% | 0.21% | 0.33% | Q4 2017 | Q3 2023 | 20 |
IYW | ISHARES U.S. TECHNOLOG... | 20 | 20 | 0.11% | 0.16% | 0.22% | Q4 2018 | Q3 2023 | 20 |
V | VISA INC COM CL A | 19 | 19 | 0.28% | 0.49% | 0.62% | Q1 2019 | Q3 2023 | 19 |
SYBT | STOCK YDS BANCORP INC COM | 19 | 19 | 0.20% | 0.30% | 0.41% | Q1 2019 | Q3 2023 | 19 |
AGN | ALLERGAN PLC SHS | 15 | 4 | 0.09% | 0.26% | 0.61% | Q2 2015 | Q1 2020 | 19 |
HASI | HANNON ARMSTRONG SUST ... | 19 | 19 | 0.11% | 0.22% | 0.38% | Q1 2019 | Q3 2023 | 19 |
DG | DOLLAR GEN CORP NEW COM | 18 | 18 | 0.19% | 0.33% | 0.46% | Q2 2019 | Q3 2023 | 18 |
CHDN | CHURCHILL DOWNS INC COM | 18 | 18 | 0.14% | 0.23% | 0.32% | Q2 2019 | Q3 2023 | 18 |
VCLT | VANGUARD LONG-TERM COR... | 18 | 18 | 0.04% | 0.13% | 0.20% | Q4 2017 | Q1 2022 | 18 |
PSA | PUBLIC STORAGE COM | 14 | 3 | 0.14% | 0.17% | 0.23% | Q1 2019 | Q3 2023 | 17 |
IJJ | ISHARES S&P MID-CAP 40... | 9 | 1 | 0.04% | 0.15% | 0.25% | Q4 2017 | Q3 2023 | 17 |
IJT | ISHARES S&P SMALL-CAP ... | 14 | 3 | 0.10% | 0.12% | 0.14% | Q2 2019 | Q3 2023 | 17 |
UNH | UNITEDHEALTH GROUP INC... | 16 | 16 | 0.19% | 0.38% | 0.53% | Q4 2019 | Q3 2023 | 16 |
VIAC | VIACOMCBS INC CL B | 16 | 16 | 0.13% | 0.27% | 0.48% | Q4 2019 | Q3 2023 | 16 |
PEAK | HEALTHPEAK PROPERTIES ... | 16 | 16 | 0.11% | 0.18% | 0.23% | Q4 2019 | Q3 2023 | 16 |
K | KELLOGG CO COM | 16 | 16 | 0.05% | 0.13% | 0.23% | Q2 2013 | Q1 2017 | 16 |
RTX | RTX CORPORATION COM | 15 | 15 | 0.23% | 0.52% | 0.72% | Q1 2020 | Q3 2023 | 15 |
TMO | THERMO FISHER SCIENTIF... | 15 | 15 | 0.16% | 0.22% | 0.25% | Q1 2020 | Q3 2023 | 15 |
IYF | ISHARES U.S. FINANCIAL... | 7 | 1 | 0.09% | 0.14% | 0.21% | Q4 2018 | Q3 2023 | 15 |
PXI | PowerShares ETF Trust ... | 15 | 15 | 0.06% | 0.13% | 0.24% | Q3 2014 | Q1 2018 | 15 |
KMI | KINDER MORGAN INC DEL COM | 12 | 3 | 0.07% | 0.09% | 0.11% | Q4 2014 | Q3 2023 | 15 |
RAD | RITE AID CORP COM | 15 | 15 | 0.01% | 0.06% | 0.27% | Q3 2015 | Q1 2019 | 15 |
TAST | CARROLS RESTAURANT GRO... | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
USMV | ISHARES MSCI USA MIN V... | 14 | 14 | 0.11% | 0.15% | 0.19% | Q2 2020 | Q3 2023 | 14 |
TWX | TIME WARNER INC COM NEW | 14 | 14 | 0.06% | 0.12% | 0.28% | Q4 2014 | Q1 2018 | 14 |
ING | ING GROEP N.V. SPONSOR... | 14 | 14 | 0.05% | 0.10% | 0.20% | Q1 2017 | Q2 2020 | 14 |
JCI | JOHNSON CTLS INC COM | 13 | 13 | 0.10% | 0.31% | 0.54% | Q2 2013 | Q2 2016 | 13 |
FCOM | FIDELITY MSCI COMMUNIC... | 13 | 13 | 0.17% | 0.28% | 0.41% | Q3 2020 | Q3 2023 | 13 |
TSLA | TESLA INC COM | 13 | 13 | 0.13% | 0.27% | 0.35% | Q3 2020 | Q3 2023 | 13 |
BBH | VANECK VECTORS BIOTECH... | 13 | 13 | 0.06% | 0.17% | 0.31% | Q2 2016 | Q2 2019 | 13 |
ORLY | O REILLY AUTOMOTIVE IN... | 10 | 3 | 0.05% | 0.13% | 0.21% | Q2 2018 | Q3 2023 | 13 |
IWB | ISHARES RUSSELL 1000 ETF | 12 | 12 | 0.12% | 0.18% | 0.26% | Q4 2020 | Q3 2023 | 12 |
RPM | RPM INTL INC COM | 12 | 12 | 0.13% | 0.17% | 0.22% | Q4 2020 | Q3 2023 | 12 |
UL | UNILEVER PLC SPON ADR NEW | 12 | 12 | 0.10% | 0.13% | 0.19% | Q4 2020 | Q3 2023 | 12 |
IJS | ISHARES S&P SMALL-CAP ... | 4 | 4 | 0.04% | 0.12% | 0.21% | Q4 2017 | Q4 2021 | 12 |
FXZ | FIRST TRUST MATERIALS ... | 12 | 12 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
GSK | GSK PLC SPONSORED ADR | 9 | 1 | 0.10% | 0.12% | 0.18% | Q1 2014 | Q2 2022 | 12 |
AAXJ | ISHARES MSCI ALL COUNT... | 7 | 1 | 0.04% | 0.09% | 0.13% | Q3 2017 | Q1 2022 | 12 |
BR | BROADRIDGE FINL SOLUTI... | 6 | 2 | 0.05% | 0.08% | 0.11% | Q3 2017 | Q3 2023 | 12 |
DOW | Dow Chemical Co | 10 | 1 | 0.06% | 0.17% | 0.36% | Q2 2014 | Q2 2017 | 11 |
NOC | NORTHROP GRUMMAN CORP COM | 11 | 11 | 0.10% | 0.15% | 0.22% | Q1 2021 | Q3 2023 | 11 |
SMDV | PROSHARES RUSSELL 2000... | 11 | 11 | 0.11% | 0.13% | 0.15% | Q1 2021 | Q3 2023 | 11 |
LOW | LOWES COS INC COM | 11 | 11 | 0.12% | 0.13% | 0.14% | Q1 2021 | Q3 2023 | 11 |
FDVV | FIDELITY HIGH DIVIDEND... | 11 | 11 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q3 2023 | 11 |
UTF | COHEN & STEERS INFRAST... | 10 | 10 | 0.16% | 0.29% | 0.33% | Q2 2021 | Q3 2023 | 10 |
UTG | REAVES UTIL INCOME FD ... | 10 | 10 | 0.15% | 0.29% | 0.33% | Q2 2021 | Q3 2023 | 10 |
CB | CHUBB CORP COM | 10 | 10 | 0.09% | 0.24% | 0.36% | Q2 2013 | Q3 2015 | 10 |
CB | CHUBB LIMITED COM | 10 | 10 | 0.07% | 0.19% | 0.42% | Q4 2015 | Q1 2018 | 10 |
UTX | UNITED TECHNOLOGIES CO... | 10 | 10 | 0.05% | 0.18% | 0.29% | Q3 2017 | Q4 2019 | 10 |
LLTC | LINEAR TECHNOLOGY CORP... | 10 | 10 | 0.09% | 0.14% | 0.21% | Q3 2014 | Q4 2016 | 10 |
FIHD | UBS AG FI ENHANCED GLO... | 10 | 10 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q1 2023 | 10 |
ADBE | ADOBE SYSTEMS INCORPOR... | 8 | 2 | 0.09% | 0.11% | 0.13% | Q2 2020 | Q3 2023 | 10 |
GGG | GRACO INC COM | 6 | 4 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 10 |
GENERAL ELECTRIC CO CO... | 9 | 9 | 0.24% | 0.33% | 0.42% | Q3 2021 | Q3 2023 | 9 | |
VIAB | VIACOM INC NEW CL B | 9 | 9 | 0.06% | 0.26% | 0.41% | Q3 2017 | Q3 2019 | 9 |
C | CITIGROUP INC COM NEW | 9 | 9 | 0.14% | 0.25% | 0.34% | Q3 2021 | Q3 2023 | 9 |
EPD | ENTERPRISE PRODS PARTN... | 9 | 9 | 0.10% | 0.17% | 0.21% | Q3 2021 | Q3 2023 | 9 |
VEA | VANGUARD FTSE DEVELOPE... | 8 | 1 | 0.08% | 0.17% | 0.32% | Q1 2018 | Q2 2020 | 9 |
YUM | YUM BRANDS INC COM | 5 | 4 | 0.09% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 9 |
RJA | ELEMENTS ROGERS INTL C... | 9 | 9 | 0.05% | 0.07% | 0.11% | Q2 2015 | Q2 2017 | 9 |
MTCH | MATCH GROUP INC NEW COM | 8 | 8 | 0.13% | 0.24% | 0.32% | Q3 2020 | Q2 2022 | 8 |
BRKA | BERKSHIRE HATHAWAY INC... | 8 | 8 | 0.19% | 0.24% | 0.35% | Q4 2021 | Q3 2023 | 8 |
NET | CLOUDFLARE INC CL A COM | 8 | 8 | 0.08% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 8 |
DAR | DARLING INGREDIENTS IN... | 8 | 8 | 0.08% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
FCX | FREEPORT-MCMORAN INC CL B | 5 | 1 | 0.04% | 0.11% | 0.15% | Q2 2013 | Q3 2023 | 8 |
CSX | CSX CORP COM | 3 | 1 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 8 |
CFMS | CONFORMIS INC COM | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
FGD | First Trust ETF II DJ ... | 7 | 7 | 0.16% | 0.65% | 1.08% | Q2 2014 | Q4 2015 | 7 |
AGN | Allergan Inc | 7 | 7 | 0.41% | 0.59% | 0.80% | Q2 2013 | Q4 2014 | 7 |
GOOGL | Google Inc. Class A | 5 | 2 | 0.05% | 0.15% | 0.26% | Q2 2013 | Q2 2015 | 7 |
SHELL PLC SPON ADS | 7 | 7 | 0.11% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 7 | |
NVO | NOVO-NORDISK A S ADR | 4 | 3 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 7 |
MDT | MEDTRONIC PLC SHS | 6 | 1 | 0.09% | 0.11% | 0.14% | Q2 2020 | Q1 2022 | 7 |
DKS | DICKS SPORTING GOODS I... | 5 | 2 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 7 |
VWO | VANGUARD FTSE EMERGING... | 4 | 1 | 0.08% | 0.09% | 0.10% | Q3 2014 | Q3 2023 | 7 |
WAG | Walgreen Co | 6 | 6 | 0.41% | 0.78% | 1.06% | Q2 2013 | Q3 2014 | 6 |
CREDIT SUISSE FI LARGE... | 6 | 6 | 0.14% | 0.29% | 0.36% | Q2 2020 | Q3 2021 | 6 | |
DWDP | DOWDUPONT INC COM | 6 | 6 | 0.10% | 0.25% | 0.41% | Q4 2017 | Q1 2019 | 6 |
HCP | HCP INC COM | 6 | 6 | 0.05% | 0.19% | 0.27% | Q2 2018 | Q3 2019 | 6 |
PGX | INVESCO PREFERRED ETF | 6 | 6 | 0.14% | 0.17% | 0.23% | Q4 2018 | Q1 2020 | 6 |
DOW | DOW INC COM | 6 | 6 | 0.11% | 0.15% | 0.22% | Q2 2022 | Q3 2023 | 6 |
PAYX | PAYCHEX INC COM | 6 | 6 | 0.04% | 0.14% | 0.20% | Q1 2018 | Q2 2019 | 6 |
IP | INTERNATIONAL PAPER CO... | 3 | 3 | 0.08% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 6 |
FITB | FIFTH THIRD BANCORP COM | 5 | 1 | 0.09% | 0.10% | 0.10% | Q1 2021 | Q2 2023 | 6 |
ASML | ASML HOLDING N V N Y R... | 4 | 2 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q2 2023 | 6 |
DNMR | DANIMER SCIENTIFIC INC... | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
AAL | AMERICAN AIRLS GROUP I... | 5 | 5 | 0.12% | 0.19% | 0.28% | Q1 2015 | Q1 2016 | 5 |
PXI | INVESCO DWA ENERGY MOM... | 5 | 5 | 0.08% | 0.16% | 0.21% | Q2 2018 | Q2 2019 | 5 |
BBH | MKT VECTORS BIOTECH ETF | 5 | 5 | 0.10% | 0.15% | 0.20% | Q1 2015 | Q1 2016 | 5 |
IYJ | ISHARES U.S. INDUSTRIA... | 4 | 1 | 0.13% | 0.14% | 0.15% | Q1 2019 | Q2 2020 | 5 |
SNY | SANOFI SPONSORED ADR | 5 | 5 | 0.12% | 0.14% | 0.16% | Q2 2020 | Q2 2021 | 5 |
PRU | PRUDENTIAL FINL INC COM | 5 | 5 | 0.10% | 0.13% | 0.16% | Q4 2021 | Q4 2022 | 5 |
GS | GOLDMAN SACHS GROUP IN... | 5 | 5 | 0.11% | 0.12% | 0.13% | Q2 2022 | Q2 2023 | 5 |
EXPE | EXPEDIA GROUP INC COM NEW | 5 | 5 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q1 2022 | 5 |
AMKR | AMKOR TECHNOLOGY INC COM | 4 | 1 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 5 |
AMD | ADVANCED MICRO DEVICES... | 4 | 1 | 0.09% | 0.10% | 0.12% | Q2 2021 | Q1 2023 | 5 |
FNCL | FIDELITY MSCI FINANCIA... | 5 | 5 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2022 | 5 |
MDY | SPDR S&P MIDCAP 400 ETF | 4 | 4 | 0.15% | 0.16% | 0.16% | Q1 2019 | Q4 2019 | 4 |
PCY | INVESCO EMERGING MARKE... | 4 | 4 | 0.14% | 0.15% | 0.15% | Q1 2019 | Q4 2019 | 4 |
4945SC | Kinder Morgan Energy P... | 3 | 1 | 0.05% | 0.14% | 0.18% | Q2 2013 | Q3 2014 | 4 |
PYPL | PAYPAL HLDGS INC COM | 2 | 2 | 0.09% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 4 |
KLIC | KULICKE & SOFFA INDS I... | 2 | 2 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q2 2023 | 4 |
ECL | ECOLAB INC COM | 4 | 4 | 0.09% | 0.10% | 0.12% | Q1 2021 | Q4 2021 | 4 |
XLK | TECHNOLOGY SELECT SECT... | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 4 |
ESRX | Express Scripts Holdin... | 2 | 1 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q3 2018 | 4 |
LUMN | LUMEN TECHNOLOGIES INC... | 3 | 1 | 0.03% | 0.05% | 0.10% | Q3 2022 | Q3 2023 | 4 |
MJNA | Medical Marijuana Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 4 |
PDEP | PureDepth Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 4 |
WHKA | World Hockey Assn Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 4 |
BABA | ALIBABA GROUP HLDG LTD... | 3 | 3 | 0.28% | 0.35% | 0.42% | Q4 2020 | Q2 2021 | 3 |
IAC | IAC INTERACTIVECORP NE... | 3 | 3 | 0.13% | 0.17% | 0.19% | Q3 2020 | Q1 2021 | 3 |
JEPI | JPMORGAN EQUITY PREMIU... | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
GNTX | GENTEX CORP COM | 2 | 1 | 0.13% | 0.14% | 0.16% | Q3 2019 | Q2 2020 | 3 |
WFM | Whole Foods Mkt Inc | 3 | 3 | 0.11% | 0.13% | 0.16% | Q2 2014 | Q4 2014 | 3 |
OGN | ORGANON & CO COMMON STOCK | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
FQAL | FIDELITY QUALITY FACTO... | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
IAC | IAC INTERACTIVECORP NE... | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q4 2021 | 3 |
GOOG | GOOGLE INC CL C | 2 | 1 | 0.06% | 0.10% | 0.14% | Q2 2014 | Q2 2015 | 3 |
MDLZ | MONDELEZ INTL INC CL A | 2 | 1 | 0.04% | 0.10% | 0.17% | Q2 2013 | Q2 2023 | 3 |
OUT | Outfront Media Inc | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2014 | Q2 2015 | 3 |
BCS | BARCLAYS PLC ADR | 3 | 3 | 0.02% | 0.07% | 0.09% | Q1 2017 | Q3 2017 | 3 |
BGFV | BIG 5 SPORTING GOODS C... | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q4 2022 | 3 |
CDK | CDK GLOBAL INC COM | 2 | 1 | 0.04% | 0.06% | 0.07% | Q4 2014 | Q4 2017 | 3 |
SNV | Synovus Financial Corp | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
SRGA | SURGALIGN HOLDINGS INC... | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
ARKK | ARK INNOVATION ETF | 2 | 2 | 0.18% | 0.19% | 0.21% | Q2 2021 | Q3 2021 | 2 |
MBBYF | MOBILEYE N V AMSTELVEE... | 2 | 2 | 0.17% | 0.18% | 0.19% | Q1 2017 | Q2 2017 | 2 |
SJNK | SPDR BARCLAYS SHORT TE... | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2015 | Q3 2015 | 2 |
PH | PARKER-HANNIFIN CORP COM | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
ANDE | ANDERSONS INC COM | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2020 | Q3 2020 | 2 |
GPC | Genuine Parts Co | 2 | 2 | 0.05% | 0.12% | 0.18% | Q2 2013 | Q3 2013 | 2 |
ARKG | ARK GENOMIC REVOLUTION... | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q3 2021 | 2 |
WARNER BROS DISCOVERY ... | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q3 2022 | 2 | |
CHD | CHURCH & DWIGHT INC COM | 2 | 2 | 0.05% | 0.09% | 0.14% | Q2 2018 | Q3 2018 | 2 |
EWRE | INVESCO S&P 500 EQUAL ... | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
HSY | HERSHEY CO COM | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2019 | Q3 2019 | 2 |
TRV | TRAVELERS COMPANIES IN... | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2017 | Q4 2017 | 2 |
HVBT | HIVE BLOCKCHAIN TECHNL... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
JP Morgan Mid Cap Valu... | 1 | 1 | 2.19% | 2.19% | 2.19% | Q2 2013 | Q2 2013 | 1 | |
Vanguard Index Funds S... | 1 | 1 | 1.73% | 1.73% | 1.73% | Q2 2013 | Q2 2013 | 1 | |
Goldman Sachs Tr Growt... | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2013 | Q2 2013 | 1 | |
LNKD | Linkedin Corp Cl A | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2013 | Q2 2013 | 1 |
Heartland Group Inc Va... | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2013 | Q2 2013 | 1 | |
Manning & Napier Fund ... | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2013 | Q2 2013 | 1 | |
Goldman Sachs N11 Equi... | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2013 | Q2 2013 | 1 | |
Forum Funds Absolute S... | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2013 | Q2 2013 | 1 | |
Oppenheimer Developing... | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2013 | Q2 2013 | 1 | |
EuroPacific Growth Fun... | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2013 | Q2 2013 | 1 | |
American Mutual Fund I... | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2013 | Q2 2013 | 1 | |
AMCAP Fund Inc Cl F-2 | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2013 | Q2 2013 | 1 | |
Prudential Jennison Mi... | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2013 | Q2 2013 | 1 | |
Aberdeen Emerg Mkt Inst | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2013 | Q2 2013 | 1 | |
Columbia Fds Srs Tr 1 ... | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2013 | 1 | |
Tortoise MLP & Pipelin... | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2013 | Q2 2013 | 1 | |
Matthews Asian Growth ... | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2013 | Q2 2013 | 1 | |
IAC | IAC INTERACTIVECORP COM | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2020 | Q2 2020 | 1 |
Goldman Sachs Tr Small... | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 | |
CWB | SPDR BLOOMBERG BARCLAY... | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2018 | Q4 2018 | 1 |
B108PS | Actavis PLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2015 | Q1 2015 | 1 |
ALB | ALBEMARLE CORP COM | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Morgan Dempsey Small/M... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 | |
Janus Triton Fund I | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 | |
DD | DUPONT DE NEMOURS INC COM | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
CTSH | COGNIZANT TECHNOLOGY S... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
Harbor Fund Intl Fund ... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 | |
ALPHABET INC CAP STK CL C | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2015 | Q3 2015 | 1 | |
HYD | VANECK VECTORS HIGH-YI... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
DCI | Donaldson Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
REMX | Market Vectors Minor M... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2014 | Q3 2014 | 1 |
OTTR | OTTER TAIL CORP COM | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
T Rowe Price Equity In... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 | |
BOX | BOX INC CL A | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
American Century Cap P... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 | |
ANTM | ELEVANCE HEALTH INC COM | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
PANW | Palo Alto Networks Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Franklin Custodian Fun... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 | |
MFS Ser Tr X Growth Al... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 | |
BG | BUNGE LIMITED COM | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Fidelity Inv Tr Global... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 | |
VO | VANGUARD MID-CAP INDEX... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
IJH | ISHARES S&P MIDCAP FUND | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
J106OPTLDIV | CBS Outdoor Amers Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
EMFM | Global X Nxt Emerg | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
P | Pandora Media Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
TEVA | Teva Pharmaceutical In... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
SHLM | Schulman A Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
Eclipse Bank Inc Louis... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 | |
Harbor Fund Cap Apprec... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 | |
UNM | UNUM GROUP COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
KRFT | Kraft Foods Group Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
CGC | CANOPY GROWTH CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MYMD PHARMACEUTICALS I... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
NVIV | Invivo Therapeutics Ho... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
NESCQ | NUVERRA ENVIRONMENTAL ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Download |
The securities at the top of the list , including BROWN FORMAN CORP CL A, BROWN FORMAN CORP CL B, and APPLE INC COM, are the highest-conviction holdings of Atlas Brown,Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Atlas Brown,Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Atlas Brown,Inc. owns currently or has owned in the past.