308 is the total number of securities Strategic Financial Services, Inc, has owned. The longest Strategic Financial Services, Inc, has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IWM | ISHARES TR | 42 | 42 | 0.03% | 2.58% | 6.55% | Q2 2013 | Q3 2023 | 42 |
IWF | ISHARES TR | 42 | 42 | 0.10% | 2.16% | 5.56% | Q2 2013 | Q3 2023 | 42 |
VIG | VANGUARD SPECIALIZED F... | 42 | 42 | 0.10% | 1.87% | 5.20% | Q2 2013 | Q3 2023 | 42 |
AAPL | APPLE INC | 42 | 42 | 0.84% | 1.70% | 2.70% | Q2 2013 | Q3 2023 | 42 |
JPM | JPMORGAN CHASE & CO | 42 | 42 | 0.30% | 0.92% | 1.42% | Q2 2013 | Q3 2023 | 42 |
MTB | M & T BK CORP | 42 | 42 | 0.17% | 0.87% | 1.47% | Q2 2013 | Q3 2023 | 42 |
MSFT | MICROSOFT CORP | 42 | 42 | 0.35% | 0.85% | 1.44% | Q2 2013 | Q3 2023 | 42 |
V | VISA INC | 42 | 42 | 0.29% | 0.84% | 1.29% | Q2 2013 | Q3 2023 | 42 |
XOM | EXXON MOBIL CORP | 42 | 42 | 0.10% | 0.83% | 2.12% | Q2 2013 | Q3 2023 | 42 |
UNH | UNITEDHEALTH GROUP INC | 42 | 42 | 0.24% | 0.75% | 1.22% | Q2 2013 | Q3 2023 | 42 |
NEE | NextEra Energy, Inc. (... | 42 | 42 | 0.17% | 0.73% | 1.04% | Q2 2013 | Q3 2023 | 42 |
BLK | BLACKROCK INC | 42 | 42 | 0.19% | 0.72% | 1.08% | Q2 2013 | Q3 2023 | 42 |
PEP | PEPSICO INC | 42 | 42 | 0.24% | 0.66% | 1.07% | Q2 2013 | Q3 2023 | 42 |
VZ | VERIZON COMMUNICATIONS... | 42 | 42 | 0.02% | 0.65% | 1.39% | Q2 2013 | Q3 2023 | 42 |
PFE | PFIZER INC | 42 | 42 | 0.05% | 0.65% | 1.25% | Q2 2013 | Q3 2023 | 42 |
QCOM | QUALCOMM INC | 42 | 42 | 0.18% | 0.65% | 1.26% | Q2 2013 | Q3 2023 | 42 |
MCK | MCKESSON CORP | 42 | 42 | 0.23% | 0.64% | 1.26% | Q2 2013 | Q3 2023 | 42 |
SWKS | SKYWORKS SOLUTIONS INC | 42 | 42 | 0.14% | 0.64% | 1.39% | Q2 2013 | Q3 2023 | 42 |
ORCL | ORACLE CORP | 42 | 42 | 0.22% | 0.61% | 1.00% | Q2 2013 | Q3 2023 | 42 |
CVX | CHEVRON CORP NEW | 42 | 42 | 0.06% | 0.61% | 1.31% | Q2 2013 | Q3 2023 | 42 |
VEU | VANGUARD INTL EQUITY I... | 42 | 42 | 0.02% | 0.58% | 1.82% | Q2 2013 | Q3 2023 | 42 |
DLTR | DOLLAR TREE INC | 42 | 42 | 0.08% | 0.58% | 0.99% | Q2 2013 | Q3 2023 | 42 |
HON | HONEYWELL INTL INC | 42 | 42 | 0.15% | 0.57% | 1.04% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON | 42 | 42 | 0.14% | 0.55% | 0.84% | Q2 2013 | Q3 2023 | 42 |
NXPI | NXP SEMICONDUCTORS N V | 42 | 42 | 0.22% | 0.55% | 0.95% | Q2 2013 | Q3 2023 | 42 |
MRK | MERCK & CO. INC | 42 | 42 | 0.19% | 0.54% | 1.12% | Q2 2013 | Q3 2023 | 42 |
DIS | Walt Disney Co. | 42 | 42 | 0.04% | 0.53% | 0.82% | Q2 2013 | Q3 2023 | 42 |
MDLZ | MONDELEZ INTL INC | 42 | 42 | 0.15% | 0.50% | 0.82% | Q2 2013 | Q3 2023 | 42 |
PG | PROCTER & GAMBLE CO | 42 | 42 | 0.06% | 0.49% | 0.98% | Q2 2013 | Q3 2023 | 42 |
DE | DEERE & CO | 42 | 42 | 0.10% | 0.41% | 0.99% | Q2 2013 | Q3 2023 | 42 |
PSX | PHILLIPS 66 | 42 | 42 | 0.06% | 0.38% | 0.75% | Q2 2013 | Q3 2023 | 42 |
IBM | INTERNATIONAL BUSINESS... | 42 | 42 | 0.05% | 0.36% | 1.32% | Q2 2013 | Q3 2023 | 42 |
NKE | NIKE INC | 42 | 42 | 0.03% | 0.35% | 1.24% | Q2 2013 | Q3 2023 | 42 |
GLD | SPDR GOLD TRUST | 33 | 8 | 0.76% | 1.94% | 3.69% | Q2 2013 | Q3 2023 | 41 |
CL | COLGATE PALMOLIVE CO | 41 | 41 | 0.02% | 0.66% | 2.04% | Q2 2013 | Q2 2023 | 41 |
UNP | Union Pacific Corporation | 39 | 1 | 0.02% | 0.56% | 0.95% | Q2 2013 | Q2 2023 | 40 |
ULTA | Ulta Salon, Cosmetics ... | 40 | 40 | 0.15% | 0.48% | 1.16% | Q4 2013 | Q3 2023 | 40 |
PPG | PPG Industries Inc. | 27 | 4 | 0.02% | 0.18% | 0.87% | Q2 2013 | Q3 2023 | 40 |
VTR | VENTAS INC | 39 | 39 | 0.03% | 0.51% | 1.14% | Q2 2013 | Q4 2022 | 39 |
CAT | CATERPILLAR INC DEL | 39 | 39 | 0.03% | 0.50% | 1.04% | Q2 2013 | Q4 2022 | 39 |
CTSH | Cognizant Technology S... | 38 | 38 | 0.15% | 0.73% | 1.42% | Q2 2013 | Q3 2022 | 38 |
INTC | INTEL CORP | 37 | 1 | 0.02% | 0.50% | 1.03% | Q2 2013 | Q3 2023 | 38 |
VTI | Vanguard Total Stock M... | 38 | 38 | 0.10% | 0.29% | 0.63% | Q2 2014 | Q3 2023 | 38 |
T | AT&T INC | 38 | 38 | 0.02% | 0.24% | 0.85% | Q2 2013 | Q3 2022 | 38 |
KO | COCA COLA CO | 20 | 5 | 0.02% | 0.28% | 0.86% | Q2 2013 | Q3 2023 | 37 |
ANTM | ELEVANCE HEALTH INC | 36 | 36 | 0.15% | 0.58% | 1.12% | Q4 2014 | Q3 2023 | 36 |
VB | Vanguard Index Fund Sm... | 36 | 36 | 0.03% | 0.05% | 0.07% | Q4 2014 | Q3 2023 | 36 |
PRU | PRUDENTIAL FINL INC | 35 | 35 | 0.04% | 0.40% | 0.77% | Q2 2014 | Q4 2022 | 35 |
IEMG | ISHARES INC | 34 | 34 | 0.03% | 2.82% | 7.36% | Q2 2015 | Q3 2023 | 34 |
GOOG | Alphabet, Inc. - Class... | 33 | 33 | 0.25% | 0.66% | 1.03% | Q3 2015 | Q3 2023 | 33 |
GE | GENERAL ELECTRIC CO | 33 | 33 | 0.02% | 0.55% | 1.46% | Q2 2013 | Q2 2021 | 33 |
COST | COSTCO WHSL CORP NEW | 33 | 33 | 0.14% | 0.30% | 0.46% | Q3 2015 | Q3 2023 | 33 |
BA | BOEING CO | 31 | 1 | 0.02% | 0.56% | 1.27% | Q2 2013 | Q2 2023 | 32 |
XBI | SPDR S&P Biotech ETF | 31 | 31 | 0.45% | 1.10% | 1.71% | Q1 2016 | Q3 2023 | 31 |
MDT | MEDTRONIC PLC | 31 | 31 | 0.14% | 0.63% | 1.10% | Q1 2015 | Q3 2022 | 31 |
GVI | ISHARES TR | 30 | 30 | 4.06% | 6.31% | 9.26% | Q2 2016 | Q3 2023 | 30 |
CVS | CVS Health Corporation | 30 | 30 | 0.04% | 0.44% | 0.97% | Q2 2016 | Q3 2023 | 30 |
CSCO | Cisco Systems Inc. | 29 | 29 | 0.14% | 0.44% | 0.87% | Q3 2016 | Q3 2023 | 29 |
UTX | UNITED TECHNOLOGIES CORP | 28 | 28 | 0.25% | 0.60% | 0.92% | Q2 2013 | Q1 2020 | 28 |
ABBV | ABBVIE INC | 28 | 28 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 28 |
EXPE | Expedia, Inc. | 27 | 27 | 0.22% | 0.68% | 1.16% | Q3 2013 | Q1 2020 | 27 |
USB | US BANCORP DEL | 27 | 27 | 0.03% | 0.50% | 0.94% | Q2 2016 | Q4 2022 | 27 |
MCD | MCDONALDS CORP | 13 | 2 | 0.02% | 0.36% | 0.88% | Q2 2013 | Q3 2023 | 27 |
GOOGL | Alphabet, Inc. - Class A | 26 | 1 | 0.04% | 0.06% | 0.20% | Q3 2015 | Q3 2023 | 27 |
VCSH | Vanguard Short Term Co... | 25 | 1 | 0.12% | 6.87% | 13.00% | Q1 2017 | Q3 2023 | 26 |
TRV | TRAVELERS COMPANIES INC | 26 | 26 | 0.14% | 0.58% | 0.87% | Q3 2014 | Q4 2020 | 26 |
TJX | TJX COS INC NEW | 26 | 26 | 0.09% | 0.38% | 0.81% | Q2 2017 | Q3 2023 | 26 |
BRKB | BERKSHIRE HATHAWAY INC... | 25 | 1 | 0.03% | 0.08% | 0.13% | Q1 2017 | Q3 2023 | 26 |
WSM | WILLIAMS SONOMA INC | 25 | 25 | 0.22% | 0.61% | 0.95% | Q1 2014 | Q1 2020 | 25 |
XYL | XYLEM INC | 25 | 25 | 0.28% | 0.50% | 0.70% | Q2 2013 | Q2 2019 | 25 |
BK | The Bank of New York M... | 24 | 24 | 0.69% | 0.92% | 1.12% | Q2 2013 | Q1 2019 | 24 |
HXL | HEXCEL CORP NEW | 23 | 23 | 0.23% | 0.62% | 0.86% | Q3 2014 | Q1 2020 | 23 |
WMT | Wal-Mart Stores | 23 | 23 | 0.37% | 0.52% | 0.78% | Q2 2014 | Q4 2019 | 23 |
BKNG | BOOKING HOLDINGS INC | 23 | 23 | 0.11% | 0.40% | 0.83% | Q1 2018 | Q3 2023 | 23 |
LRCX | LAM RESEARCH CORP | 23 | 23 | 0.18% | 0.33% | 0.47% | Q1 2018 | Q3 2023 | 23 |
BDX | BECTON DICKINSON & CO | 17 | 6 | 0.02% | 0.24% | 0.84% | Q2 2013 | Q4 2022 | 23 |
CMCSA | COMCAST CORP NEW | 17 | 1 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q2 2023 | 23 |
SLB | Schlumberger Ltd. | 22 | 22 | 0.53% | 0.89% | 1.50% | Q2 2013 | Q3 2018 | 22 |
HSBC | HSBC Holdings PLC ADR | 22 | 22 | 0.48% | 0.73% | 1.02% | Q2 2013 | Q3 2018 | 22 |
HAL | Halliburton Co. | 22 | 22 | 0.04% | 0.49% | 1.04% | Q2 2013 | Q3 2018 | 22 |
SCHA | Schwab US Small-Cap ETF | 10 | 5 | 0.02% | 0.08% | 0.18% | Q4 2016 | Q2 2023 | 22 |
HD | HOME DEPOT INC | 19 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 22 |
INTF | ISHARES TR | 21 | 21 | 1.31% | 11.00% | 13.57% | Q3 2018 | Q3 2023 | 21 |
CRI | Carters Inc. | 21 | 21 | 0.36% | 0.65% | 0.93% | Q2 2013 | Q2 2018 | 21 |
SPY | SPDR S&P 500 ETF TR | 18 | 3 | 0.05% | 0.07% | 0.11% | Q3 2015 | Q3 2023 | 21 |
VUG | VANGUARD INDEX FDS | 19 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 21 |
LRGF | ISHARES TR | 20 | 20 | 0.34% | 11.99% | 15.79% | Q4 2018 | Q3 2023 | 20 |
SMLF | ISHARES TR | 20 | 20 | 4.33% | 11.87% | 15.82% | Q4 2018 | Q3 2023 | 20 |
EMGF | ISHARES INC | 20 | 20 | 3.32% | 4.82% | 5.63% | Q4 2018 | Q3 2023 | 20 |
FLRN | SPDR SER TR | 20 | 20 | 0.05% | 0.90% | 2.62% | Q2 2018 | Q1 2023 | 20 |
TWX | Time Warner Inc. | 20 | 20 | 0.50% | 0.81% | 1.10% | Q2 2013 | Q1 2018 | 20 |
KLAC | KLA-TENCOR CORP | 20 | 20 | 0.22% | 0.32% | 0.49% | Q4 2018 | Q3 2023 | 20 |
CNMD | CONMED CORP | 20 | 20 | 0.04% | 0.09% | 0.15% | Q4 2018 | Q3 2023 | 20 |
AMZN | AMAZON COM INC | 20 | 20 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 20 |
ADP | AUTOMATIC DATA PROCESS... | 20 | 20 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 20 |
CBU | COMMUNITY BK SYS INC | 20 | 20 | 0.04% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 20 |
PSA | PUBLIC STORAGE | 20 | 20 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 20 |
CSX | CSX CORP | 20 | 20 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
TMP | TOMPKINS FINL CORP | 19 | 1 | 0.02% | 0.04% | 0.09% | Q1 2014 | Q3 2023 | 20 |
ABT | ABBOTT LABS | 20 | 20 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
VFMO | VANGUARD WELLINGTON FD | 19 | 19 | 0.30% | 1.69% | 2.38% | Q1 2019 | Q3 2023 | 19 |
PCLN | Priceline Group Inc. | 19 | 19 | 0.66% | 0.80% | 1.21% | Q2 2013 | Q4 2017 | 19 |
FAST | FASTENAL CO | 19 | 19 | 0.37% | 0.50% | 0.82% | Q2 2015 | Q4 2019 | 19 |
BSV | Vanguard Short-Term Bo... | 14 | 5 | 0.03% | 0.26% | 0.95% | Q2 2016 | Q3 2021 | 19 |
MO | ALTRIA GROUP INC | 19 | 19 | 0.02% | 0.05% | 0.10% | Q1 2018 | Q3 2022 | 19 |
NBTB | NBT BANCORP INC | 12 | 7 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 19 |
OXY | Occidental Petroleum C... | 18 | 18 | 0.38% | 0.70% | 1.05% | Q2 2013 | Q3 2017 | 18 |
CHD | CHURCH & DWIGHT INC | 18 | 18 | 0.24% | 0.33% | 0.40% | Q3 2015 | Q4 2019 | 18 |
IEFA | ISHARES TR | 17 | 17 | 1.73% | 8.22% | 11.66% | Q4 2015 | Q4 2019 | 17 |
MKC | McCormick & Co. Inc. | 17 | 17 | 0.31% | 0.53% | 0.87% | Q3 2014 | Q3 2018 | 17 |
TIP | ISHARES TR | 16 | 16 | 1.72% | 2.24% | 2.81% | Q4 2018 | Q3 2022 | 16 |
GSIE | GOLDMAN SACHS ETF TR | 14 | 2 | 0.93% | 2.03% | 2.72% | Q3 2019 | Q3 2023 | 16 |
BAX | Baxter International Inc. | 16 | 16 | 0.45% | 0.86% | 1.15% | Q2 2013 | Q1 2017 | 16 |
BBT | BB&T CORP | 16 | 16 | 0.58% | 0.85% | 1.19% | Q4 2015 | Q3 2019 | 16 |
SCHP | Schwab US TIPS ETF | 7 | 4 | 0.04% | 0.43% | 1.61% | Q4 2016 | Q3 2023 | 16 |
SCHF | SCHWAB STRATEGIC TR | 7 | 3 | 0.02% | 0.22% | 0.34% | Q3 2016 | Q2 2021 | 16 |
TSLA | TESLA INC | 16 | 16 | 0.02% | 0.12% | 0.19% | Q4 2019 | Q3 2023 | 16 |
PM | PHILIP MORRIS INTL INC | 16 | 16 | 0.04% | 0.08% | 0.16% | Q4 2018 | Q3 2022 | 16 |
BMY | BRISTOL-MYERS SQUIBB CO | 11 | 5 | 0.02% | 0.03% | 0.07% | Q4 2018 | Q1 2023 | 16 |
ICCC | IMMUCELL CORP | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
AMPE | AMPIO PHARMACEUTICALS INC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2022 | 16 |
VNQ | Vanguard REIT Index | 8 | 7 | 1.09% | 2.28% | 2.57% | Q2 2013 | Q1 2017 | 15 |
VWOB | VANGUARD WHITEHALL FDS | 15 | 15 | 1.00% | 1.29% | 1.93% | Q1 2020 | Q3 2023 | 15 |
XLB | Materials Select Secto... | 15 | 15 | 0.65% | 0.78% | 1.00% | Q4 2013 | Q2 2017 | 15 |
EOG | EOG Resources, Inc. | 15 | 15 | 0.35% | 0.67% | 1.02% | Q1 2014 | Q3 2017 | 15 |
TROW | T. Rowe Price Group Inc. | 15 | 15 | 0.34% | 0.65% | 0.88% | Q2 2013 | Q4 2016 | 15 |
SE | Spectra Energy | 15 | 15 | 0.41% | 0.60% | 0.75% | Q2 2013 | Q4 2016 | 15 |
FB | META PLATFORMS INC | 15 | 15 | 0.18% | 0.46% | 0.67% | Q4 2018 | Q2 2022 | 15 |
BBH | VANECK VECTORS ETF TRUST | 15 | 15 | 0.04% | 0.46% | 0.63% | Q2 2016 | Q4 2019 | 15 |
VXUS | VANGUARD STAR FDS | 15 | 15 | 0.08% | 0.09% | 0.10% | Q1 2020 | Q3 2023 | 15 |
VTWO | VANGUARD SCOTTSDALE FDS | 15 | 15 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
MS | MORGAN STANLEY | 15 | 15 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
WEC | WEC Energy Group | 14 | 14 | 0.32% | 0.57% | 0.84% | Q2 2015 | Q3 2018 | 14 |
EMB | ISHARES TR | 14 | 14 | 0.05% | 0.41% | 0.75% | Q2 2020 | Q3 2023 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.09% | 0.21% | 0.28% | Q2 2020 | Q3 2023 | 14 |
VBR | Vanguard Small-Cap Va... | 13 | 1 | 0.02% | 0.07% | 0.08% | Q3 2015 | Q1 2022 | 14 |
VEA | VANGUARD TAX-MANAGED I... | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
VOT | VANGUARD INDEX FDS | 14 | 14 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2023 | 14 |
VBK | VANGUARD INDEX FDS | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
BHLB | BERKSHIRE HILLS BANCOR... | 9 | 5 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2022 | 14 |
MTUM | ISHARES TR | 12 | 1 | 0.05% | 0.94% | 1.13% | Q4 2018 | Q3 2023 | 13 |
SCHX | Schwab US Large-Cap ETF | 7 | 6 | 0.33% | 0.91% | 1.12% | Q3 2016 | Q4 2019 | 13 |
EMC | EMC Corp. | 13 | 13 | 0.51% | 0.79% | 0.97% | Q2 2013 | Q2 2016 | 13 |
VGSH | VANGUARD SCOTTSDALE FDS | 12 | 1 | 0.02% | 0.66% | 1.14% | Q2 2020 | Q3 2023 | 13 |
YUM | Yum Brands Inc. | 13 | 13 | 0.34% | 0.53% | 0.79% | Q2 2013 | Q2 2016 | 13 |
JCI | Johnson Controls Inc. | 13 | 13 | 0.40% | 0.50% | 0.69% | Q2 2013 | Q2 2016 | 13 |
SCHZ | Schwab US Aggregate Bo... | 7 | 6 | 0.32% | 0.47% | 0.73% | Q3 2016 | Q4 2019 | 13 |
IGSB | ISHARES TR | 6 | 1 | 0.06% | 0.29% | 0.94% | Q3 2017 | Q3 2023 | 13 |
NWFL | NORWOOD FINL CORP | 13 | 13 | 0.04% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
MMM | 3M CO | 5 | 1 | 0.02% | 0.05% | 0.08% | Q2 2017 | Q1 2022 | 13 |
AXP | AMERICAN EXPRESS CO | 13 | 13 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q2 2020 | 13 |
NVDA | NVIDIA CORPORATION | 5 | 1 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q3 2023 | 13 |
EFA | iShares MSCI EAFE Inde... | 11 | 1 | 0.04% | 6.27% | 9.61% | Q2 2013 | Q3 2018 | 12 |
VLUE | ISHARES TR | 12 | 12 | 0.97% | 1.82% | 2.73% | Q4 2020 | Q3 2023 | 12 |
VTEB | VANGUARD MUN BD FDS | 12 | 12 | 0.03% | 1.62% | 2.51% | Q3 2019 | Q2 2022 | 12 |
JWN | Nordstrom, Inc. | 12 | 12 | 0.60% | 0.74% | 0.88% | Q2 2013 | Q1 2016 | 12 |
BBH | VanEck Vectors Biotech... | 12 | 12 | 0.55% | 0.66% | 0.81% | Q2 2013 | Q1 2016 | 12 |
PX | Praxair Inc. | 12 | 12 | 0.33% | 0.43% | 0.52% | Q4 2015 | Q3 2018 | 12 |
SCHE | SCHWAB STRATEGIC TR | 7 | 5 | 0.07% | 0.11% | 0.14% | Q4 2016 | Q4 2019 | 12 |
IBND | SPDR SERIES TRUST | 7 | 5 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q4 2019 | 12 |
VFMV | VANGUARD WELLINGTON FD | 11 | 11 | 0.04% | 1.25% | 3.64% | Q1 2019 | Q3 2021 | 11 |
SIRO | Sirona Dental Systems ... | 11 | 11 | 0.77% | 0.98% | 1.18% | Q2 2013 | Q4 2015 | 11 |
HAIN | Hain Celestial Group | 11 | 11 | 0.35% | 0.57% | 0.80% | Q4 2015 | Q2 2018 | 11 |
ENB | ENBRIDGE INC | 11 | 11 | 0.36% | 0.47% | 0.60% | Q1 2017 | Q3 2019 | 11 |
CHRW | C H ROBINSON WORLDWIDE... | 11 | 11 | 0.34% | 0.38% | 0.43% | Q3 2016 | Q1 2019 | 11 |
NVCR | NOVOCURE LTD | 10 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q2 2021 | 11 |
IPGP | IPG Photonics Corporation | 5 | 1 | 0.03% | 0.04% | 0.07% | Q1 2017 | Q2 2021 | 11 |
GS | GOLDMAN SACHS GROUP INC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
EEM | iShares MSCI Emerging ... | 10 | 10 | 0.13% | 4.81% | 6.12% | Q2 2013 | Q3 2015 | 10 |
GLDM | WORLD GOLD TR | 10 | 10 | 1.79% | 2.49% | 2.79% | Q3 2019 | Q4 2021 | 10 |
DBC | PowerShares DB Commodi... | 8 | 2 | 1.17% | 2.06% | 2.72% | Q2 2013 | Q4 2015 | 10 |
DD | DuPont de Nemours | 10 | 10 | 0.47% | 0.71% | 0.80% | Q2 2013 | Q3 2015 | 10 |
VGIT | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.02% | 0.61% | 1.82% | Q1 2021 | Q3 2023 | 10 |
VCLT | VANGUARD SCOTTSDALE FDS | 10 | 10 | 0.02% | 0.51% | 1.30% | Q3 2019 | Q4 2021 | 10 |
DFAT | DIMENSIONAL ETF TRUST | 10 | 10 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
HSY | HERSHEY CO | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
IGM | ISHARES TR | 9 | 9 | 0.02% | 0.94% | 2.23% | Q1 2020 | Q1 2022 | 9 |
EPI | WISDOMTREE TR | 9 | 9 | 0.48% | 0.54% | 0.60% | Q4 2017 | Q4 2019 | 9 |
GOOGL | Google, Inc. - Class A | 9 | 9 | 0.18% | 0.52% | 0.86% | Q2 2013 | Q2 2015 | 9 |
LKQ | LKQ Corp. | 9 | 9 | 0.33% | 0.45% | 0.54% | Q3 2016 | Q3 2018 | 9 |
EQT | EQT Corp. | 9 | 9 | 0.25% | 0.36% | 0.43% | Q3 2016 | Q3 2018 | 9 |
SHM | SPDR SER TR | 9 | 9 | 0.08% | 0.28% | 0.71% | Q4 2019 | Q4 2021 | 9 |
BIV | Vanguard Intermediate-... | 8 | 1 | 0.15% | 0.26% | 0.37% | Q2 2016 | Q1 2022 | 9 |
DVMT | Dell Technologies Inc. | 9 | 9 | 0.12% | 0.16% | 0.19% | Q3 2016 | Q3 2018 | 9 |
GENERAL ELECTRIC CO | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 | |
WM | WASTE MGMT INC DEL | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
NOK | NOKIA CORP | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2021 | 9 |
GXC | SPDR S&P China | 8 | 8 | 1.16% | 1.27% | 1.34% | Q2 2013 | Q1 2015 | 8 |
ETN | Eaton Corporation PLC | 8 | 8 | 0.83% | 0.97% | 1.06% | Q2 2013 | Q1 2015 | 8 |
WEC | Wisconsin Energy | 8 | 8 | 0.69% | 0.75% | 0.83% | Q2 2013 | Q1 2015 | 8 |
FDS | FactSet Research Syste... | 8 | 8 | 0.56% | 0.61% | 0.68% | Q2 2016 | Q1 2018 | 8 |
SBIO | ALPS ETF TR | 8 | 8 | 0.05% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
IDXX | IDEXX LABS INC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
SCHH | Schwab US REIT ETF | 6 | 2 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q2 2022 | 8 |
ITW | ILLINOIS TOOL WKS INC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
WORLD GOLD TR | 7 | 7 | 2.88% | 2.95% | 3.11% | Q1 2022 | Q3 2023 | 7 | |
F113PS | Covidien PLC | 7 | 7 | 0.83% | 0.93% | 1.08% | Q2 2013 | Q4 2014 | 7 |
MDT | Medtronic, Inc. | 7 | 7 | 0.88% | 0.92% | 1.02% | Q2 2013 | Q4 2014 | 7 |
MYL | Mylan Laboratories Inc. | 7 | 7 | 0.63% | 0.76% | 0.87% | Q2 2013 | Q4 2014 | 7 |
XRAY | Dentsply Sirona Inc. | 7 | 7 | 0.52% | 0.62% | 0.76% | Q1 2016 | Q3 2017 | 7 |
VGLT | VANGUARD SCOTTSDALE FDS | 5 | 2 | 0.03% | 0.52% | 1.78% | Q4 2019 | Q3 2023 | 7 |
JMOM | J P MORGAN EXCHANGE-TR... | 7 | 7 | 0.02% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
SGOL | ETFS Physical Swiss Gold | 5 | 2 | 0.05% | 0.06% | 0.06% | Q4 2016 | Q3 2018 | 7 |
ALL | ALLSTATE CORP | 6 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q2 2020 | 7 |
TMO | THERMO FISHER SCIENTIF... | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 7 |
GNRC | GENERAC HLDGS INC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
DHR | DANAHER CORPORATION | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 7 |
EFAV | ISHARES TR | 6 | 6 | 0.04% | 1.16% | 2.84% | Q3 2019 | Q4 2020 | 6 |
V107SC | WellPoint Inc. | 6 | 6 | 0.75% | 0.89% | 0.96% | Q2 2013 | Q3 2014 | 6 |
EBAY | eBay Inc. | 6 | 6 | 0.74% | 0.81% | 0.92% | Q2 2013 | Q3 2014 | 6 |
GIS | General Mills | 6 | 6 | 0.48% | 0.54% | 0.63% | Q2 2013 | Q3 2014 | 6 |
GEM | GOLDMAN SACHS ETF TR | 6 | 6 | 0.11% | 0.45% | 0.63% | Q2 2022 | Q3 2023 | 6 |
GSSC | GOLDMAN SACHS ETF TR | 6 | 6 | 0.04% | 0.39% | 0.99% | Q2 2022 | Q3 2023 | 6 |
ALB | ALBEMARLE CORP | 6 | 6 | 0.26% | 0.32% | 0.39% | Q3 2017 | Q4 2018 | 6 |
IWD | iShares Russell 1000 V... | 5 | 1 | 0.06% | 0.06% | 0.08% | Q2 2014 | Q4 2015 | 6 |
COHR | COHERENT INC | 6 | 6 | 0.02% | 0.04% | 0.04% | Q1 2020 | Q2 2021 | 6 |
MA | MASTERCARD INCORPORATED | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q2 2020 | 6 |
VWO | VANGUARD INTL EQUITY I... | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 | |
PAYX | PAYCHEX INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
COP | CONOCOPHILLIPS | 5 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
MDY | S&P 400 Mid-Cap Deposi... | 4 | 1 | 0.06% | 1.52% | 2.81% | Q2 2013 | Q4 2014 | 5 |
TGI | Triumph Group, Inc. | 5 | 5 | 0.71% | 0.86% | 1.08% | Q2 2013 | Q2 2014 | 5 |
GSLC | GOLDMAN SACHS ETF TR | 5 | 5 | 0.73% | 0.80% | 1.00% | Q3 2022 | Q3 2023 | 5 |
GOOG | Google, Inc. - Class C... | 5 | 5 | 0.54% | 0.69% | 0.88% | Q2 2014 | Q2 2015 | 5 |
APD | Air Products & Chemicals | 5 | 5 | 0.58% | 0.67% | 0.71% | Q2 2013 | Q2 2014 | 5 |
BHP | BHP Billiton Ltd. | 5 | 5 | 0.53% | 0.61% | 0.68% | Q3 2014 | Q3 2015 | 5 |
RYN | Rayonier Inc. | 5 | 5 | 0.38% | 0.56% | 0.73% | Q2 2013 | Q2 2014 | 5 |
APA | Apache Corp. | 3 | 2 | 0.06% | 0.36% | 0.59% | Q2 2013 | Q3 2014 | 5 |
HSIC | SCHEIN HENRY INC | 5 | 5 | 0.33% | 0.34% | 0.37% | Q4 2017 | Q4 2018 | 5 |
EXP | Eagle Materials Inc. | 5 | 5 | 0.25% | 0.32% | 0.36% | Q3 2017 | Q3 2018 | 5 |
SHM | SPDR Nuveen Barclays C... | 5 | 5 | 0.06% | 0.10% | 0.12% | Q2 2016 | Q2 2017 | 5 |
SGOL | ABERDEEN STD GOLD ETF TR | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q4 2019 | 5 |
EW | EDWARDS LIFESCIENCES CORP | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 5 |
PPL | PPL Corporation | 4 | 4 | 0.79% | 0.86% | 0.94% | Q2 2013 | Q1 2014 | 4 |
GNCIQ | GNC Holdings Inc. | 4 | 4 | 0.56% | 0.81% | 1.09% | Q2 2013 | Q1 2014 | 4 |
LTM | Life Time Fitness Inc. | 4 | 4 | 0.65% | 0.76% | 0.82% | Q2 2013 | Q1 2014 | 4 |
UL | Unilever PLC ADR | 4 | 4 | 0.43% | 0.45% | 0.50% | Q2 2013 | Q1 2014 | 4 |
JCI | Johnson Controls Inter... | 4 | 4 | 0.39% | 0.42% | 0.48% | Q3 2016 | Q2 2017 | 4 |
TEL | TE CONNECTIVITY LTD | 4 | 4 | 0.30% | 0.32% | 0.35% | Q3 2018 | Q2 2019 | 4 |
SCHO | Schwab Short-Term US T... | 4 | 4 | 0.07% | 0.12% | 0.16% | Q4 2016 | Q3 2017 | 4 |
NUBK | Kinderhook Bank Corp. | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q3 2018 | 4 |
IUSV | ISHARES TR | 4 | 4 | 0.02% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
PACB | PACIFIC BIOSCIENCES CA... | 4 | 4 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q2 2021 | 4 |
MGM | MGM RESORTS INTERNATIONAL | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
ARKK | ARK ETF TR | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
IVV | ISHARES TR | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 4 |
VONV | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ISRG | INTUITIVE SURGICAL INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 4 |
NSC | NORFOLK SOUTHN CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 4 |
HEXO | HEXO CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
VCIT | VANGUARD SCOTTSDALE FDS | 3 | 3 | 4.63% | 4.71% | 4.76% | Q1 2023 | Q3 2023 | 3 |
DIMENSIONAL ETF TRUST | 3 | 3 | 1.82% | 1.87% | 1.91% | Q1 2023 | Q3 2023 | 3 | |
VFC | VF Corp. | 3 | 3 | 0.72% | 0.76% | 0.83% | Q2 2013 | Q4 2013 | 3 |
MYL | Mylan NV | 3 | 3 | 0.53% | 0.73% | 0.90% | Q1 2015 | Q3 2015 | 3 |
TFM | The Fresh Market, Inc. | 3 | 3 | 0.64% | 0.67% | 0.69% | Q4 2013 | Q2 2014 | 3 |
HAR | Harman International I... | 3 | 3 | 0.56% | 0.64% | 0.71% | Q2 2013 | Q4 2013 | 3 |
MAT | Mattel, Inc. | 3 | 3 | 0.49% | 0.53% | 0.58% | Q2 2013 | Q4 2013 | 3 |
BSCJ | Guggenheim BulletShrs ... | 2 | 1 | 0.37% | 0.38% | 0.39% | Q4 2017 | Q3 2018 | 3 |
SHV | ISHARES TR | 2 | 1 | 0.05% | 0.13% | 0.16% | Q3 2017 | Q4 2020 | 3 |
TA | TRAVELCENTERS OF AMERI... | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
VO | VANGUARD INDEX FDS | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
IAU | ISHARES GOLD TRUST | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
NFLX | NETFLIX INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
YOGAQ | YOGAWORKS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
HOLX | Hologic Inc. | 2 | 2 | 0.84% | 0.86% | 0.88% | Q2 2013 | Q3 2013 | 2 |
COH | Coach Inc. | 2 | 2 | 0.57% | 0.61% | 0.66% | Q2 2013 | Q3 2013 | 2 |
ZION | ZIONS BANCORPORATION N A | 2 | 2 | 0.47% | 0.50% | 0.52% | Q2 2019 | Q3 2019 | 2 |
BXLT | Baxalta Inc. | 2 | 2 | 0.43% | 0.48% | 0.53% | Q3 2015 | Q4 2015 | 2 |
TFC | TRUIST FINL CORP | 2 | 2 | 0.32% | 0.45% | 0.58% | Q4 2019 | Q1 2020 | 2 |
MOS | Mosaic Co. | 2 | 2 | 0.35% | 0.41% | 0.47% | Q2 2013 | Q3 2013 | 2 |
SRCL | Stericycle, Inc | 2 | 2 | 0.33% | 0.34% | 0.35% | Q2 2016 | Q3 2016 | 2 |
TUP | Tupperware Brands Corp... | 2 | 2 | 0.33% | 0.34% | 0.34% | Q2 2013 | Q3 2013 | 2 |
LIN | LINDE PLC | 2 | 2 | 0.32% | 0.32% | 0.33% | Q4 2018 | Q1 2019 | 2 |
RAI | Reynolds American Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
FNSR | Finisar Corp. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q4 2017 | 2 |
MRNA | MODERNA INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
DFS | DISCOVER FINL SVCS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
TA | TRAVELCENTERS AMER LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
APEN | APOLLO ENDOSURGERY INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
VRME | VERIFYME INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
ITRO | Itronics Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
CLUBQ | TOWN SPORTS INTL HLDGS... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
SPY | SPDR S&P 500 ETF TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
GDX | Market Vectors Gold Mi... | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2013 | Q2 2013 | 1 |
MUB | ISHARES TR | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2022 | Q1 2022 | 1 |
BSCJ | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2018 | Q4 2018 | 1 |
SPTL | SPDR SER TR | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
RYAM | Rayonier Advanced Mate... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2014 | Q2 2014 | 1 |
CCP | Care Capital Propertie... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
USMV | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
DELL | DELL TECHNOLOGIES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
PETROFAC LTD. (London)... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 | |
BKUTK | Bank of Utica, non-vot... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
CPKF | Chesapeake Financial, ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
INGR | Ingredion Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
OKTA | OKTA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
CAG | ConAgra Foods, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
SOUHY | South32 | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
YUMC | YUM CHINA HLDGS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
SPSB | SPDR SER TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NIO | NIO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
NVO | NOVO-NORDISK A S | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
EPD | ENTERPRISE PRODS PARTN... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
SPLG | SPDR SER TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ANIX | ANIXA BIOSCIENCES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
The Hydropothecary Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 | |
Redknee Solutions Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 | |
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and VANGUARD SPECIALIZED FUNDS, are the highest-conviction holdings of Strategic Financial Services, Inc,.
The conviction is calculated by counting the number of quarters a security has been reported by Strategic Financial Services, Inc,. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Strategic Financial Services, Inc, owns currently or has owned in the past.