241 is the total number of securities Private Wealth Advisors, Inc. has owned. The longest Private Wealth Advisors, Inc. has owned a single stock is 31 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 31 | 31 | 4.63% | 6.28% | 11.35% | Q2 2013 | Q4 2020 | 31 |
SPY | SPDR S&P 500 ETF TR | 31 | 31 | 3.46% | 4.54% | 5.19% | Q2 2013 | Q4 2020 | 31 |
CSCO | CISCO SYS INC | 31 | 31 | 2.06% | 2.93% | 4.56% | Q2 2013 | Q4 2020 | 31 |
XLF | SELECT SECTOR SPDR TR | 31 | 31 | 1.44% | 2.27% | 3.01% | Q2 2013 | Q4 2020 | 31 |
JNJ | JOHNSON & JOHNSON | 31 | 31 | 1.60% | 2.12% | 2.96% | Q2 2013 | Q4 2020 | 31 |
DLN | WISDOMTREE TRUST | 31 | 31 | 1.10% | 1.92% | 3.06% | Q2 2013 | Q4 2020 | 31 |
PNC | PNC FINL SVCS GROUP INC | 31 | 31 | 1.28% | 1.80% | 2.37% | Q2 2013 | Q4 2020 | 31 |
MSFT | MICROSOFT CORP | 31 | 31 | 0.84% | 1.75% | 4.98% | Q2 2013 | Q4 2020 | 31 |
VZ | VERIZON COMMUNICATIONS... | 31 | 31 | 1.03% | 1.66% | 2.74% | Q2 2013 | Q4 2020 | 31 |
XLV | SELECT SECTOR SPDR TR | 31 | 31 | 0.59% | 1.63% | 2.20% | Q2 2013 | Q4 2020 | 31 |
MCD | MCDONALDS CORP | 31 | 31 | 1.07% | 1.43% | 1.83% | Q2 2013 | Q4 2020 | 31 |
GE | GENERAL ELECTRIC CO | 31 | 31 | 0.24% | 1.36% | 2.48% | Q2 2013 | Q4 2020 | 31 |
XLI | SELECT SECTOR SPDR TR | 31 | 31 | 0.15% | 1.30% | 1.98% | Q2 2013 | Q4 2020 | 31 |
MO | ALTRIA GROUP INC | 31 | 31 | 0.71% | 1.27% | 1.86% | Q2 2013 | Q4 2020 | 31 |
KO | COCA COLA CO | 31 | 31 | 0.94% | 1.21% | 1.75% | Q2 2013 | Q4 2020 | 31 |
DIS | DISNEY WALT CO | 31 | 31 | 0.57% | 1.19% | 1.82% | Q2 2013 | Q4 2020 | 31 |
INTC | INTEL CORP | 31 | 31 | 0.41% | 1.17% | 1.78% | Q2 2013 | Q4 2020 | 31 |
MRK | MERCK & CO INC NEW | 31 | 31 | 0.56% | 1.17% | 1.60% | Q2 2013 | Q4 2020 | 31 |
CL | COLGATE PALMOLIVE CO | 31 | 31 | 0.36% | 0.99% | 1.56% | Q2 2013 | Q4 2020 | 31 |
IVW | ISHARES TR | 31 | 31 | 0.16% | 0.97% | 2.58% | Q2 2013 | Q4 2020 | 31 |
T | AT&T INC | 31 | 31 | 0.40% | 0.97% | 2.17% | Q2 2013 | Q4 2020 | 31 |
PG | PROCTER & GAMBLE CO | 31 | 31 | 0.54% | 0.96% | 1.37% | Q2 2013 | Q4 2020 | 31 |
CVX | CHEVRON CORP NEW | 31 | 31 | 0.17% | 0.83% | 1.26% | Q2 2013 | Q4 2020 | 31 |
IWB | ISHARES TR | 31 | 31 | 0.22% | 0.77% | 1.94% | Q2 2013 | Q4 2020 | 31 |
ORCL | ORACLE CORP | 31 | 31 | 0.24% | 0.77% | 1.36% | Q2 2013 | Q4 2020 | 31 |
DGRW | WISDOMTREE TR | 31 | 31 | 0.24% | 0.70% | 0.97% | Q2 2013 | Q4 2020 | 31 |
MMM | 3M CO | 31 | 31 | 0.49% | 0.59% | 0.72% | Q2 2013 | Q4 2020 | 31 |
PEP | PEPSICO INC | 31 | 31 | 0.33% | 0.47% | 0.88% | Q2 2013 | Q4 2020 | 31 |
XLB | SELECT SECTOR SPDR TR | 31 | 31 | 0.37% | 0.47% | 0.56% | Q2 2013 | Q4 2020 | 31 |
JPM | JPMORGAN CHASE & CO | 31 | 31 | 0.28% | 0.45% | 0.73% | Q2 2013 | Q4 2020 | 31 |
STLD | STEEL DYNAMICS INC | 31 | 31 | 0.19% | 0.45% | 0.75% | Q2 2013 | Q4 2020 | 31 |
MDY | SPDR S&P MIDCAP 400 ET... | 31 | 31 | 0.22% | 0.44% | 0.98% | Q2 2013 | Q4 2020 | 31 |
PM | PHILIP MORRIS INTL INC | 31 | 31 | 0.20% | 0.43% | 1.01% | Q2 2013 | Q4 2020 | 31 |
WFC | WELLS FARGO CO NEW | 31 | 31 | 0.14% | 0.43% | 0.57% | Q2 2013 | Q4 2020 | 31 |
EMR | EMERSON ELEC CO | 31 | 31 | 0.13% | 0.42% | 1.32% | Q2 2013 | Q4 2020 | 31 |
BAC | BK OF AMERICA CORP | 31 | 31 | 0.14% | 0.41% | 0.90% | Q2 2013 | Q4 2020 | 31 |
VOX | VANGUARD WORLD FDS | 31 | 31 | 0.24% | 0.39% | 0.57% | Q2 2013 | Q4 2020 | 31 |
GIS | GENERAL MLS INC | 31 | 31 | 0.17% | 0.38% | 1.09% | Q2 2013 | Q4 2020 | 31 |
ZBH | ZIMMER HLDGS INC | 31 | 31 | 0.26% | 0.36% | 0.61% | Q2 2013 | Q4 2020 | 31 |
ABBV | ABBVIE INC | 31 | 31 | 0.24% | 0.35% | 0.62% | Q2 2013 | Q4 2020 | 31 |
FNB | FNB CORP PA | 31 | 31 | 0.17% | 0.29% | 0.48% | Q2 2013 | Q4 2020 | 31 |
ABT | ABBOTT LABS | 31 | 31 | 0.17% | 0.29% | 0.70% | Q2 2013 | Q4 2020 | 31 |
MAR | MARRIOTT INTL INC NEW | 31 | 31 | 0.13% | 0.24% | 0.43% | Q2 2013 | Q4 2020 | 31 |
D | DOMINION RES INC VA NEW | 31 | 31 | 0.11% | 0.20% | 0.42% | Q2 2013 | Q4 2020 | 31 |
MDLZ | MONDELEZ INTL INC | 31 | 31 | 0.14% | 0.19% | 0.26% | Q2 2013 | Q4 2020 | 31 |
IXN | ISHARES TR | 31 | 31 | 0.13% | 0.18% | 0.36% | Q2 2013 | Q4 2020 | 31 |
UPS | UNITED PARCEL SERVICE INC | 31 | 31 | 0.10% | 0.18% | 0.33% | Q2 2013 | Q4 2020 | 31 |
CMI | CUMMINS INC | 27 | 3 | 0.11% | 0.48% | 1.10% | Q2 2013 | Q4 2020 | 30 |
DIA | SPDR DOW JONES INDL AV... | 30 | 30 | 0.11% | 0.26% | 0.74% | Q3 2013 | Q4 2020 | 30 |
PPG | PPG INDS INC | 27 | 3 | 0.14% | 0.23% | 0.30% | Q2 2013 | Q4 2020 | 30 |
IXJ | ISHARES TR | 30 | 30 | 0.11% | 0.15% | 0.26% | Q3 2013 | Q4 2020 | 30 |
WMT | WAL-MART STORES INC | 20 | 9 | 0.10% | 1.16% | 3.40% | Q2 2013 | Q4 2020 | 29 |
LMT | LOCKHEED MARTIN CORP | 29 | 29 | 0.12% | 0.42% | 1.11% | Q4 2013 | Q4 2020 | 29 |
AMZN | AMAZON COM INC | 28 | 28 | 0.56% | 2.37% | 7.88% | Q1 2014 | Q4 2020 | 28 |
UTX | UNITED TECHNOLOGIES CORP | 28 | 28 | 0.66% | 1.16% | 1.52% | Q2 2013 | Q1 2020 | 28 |
SBUX | STARBUCKS CORP | 28 | 28 | 0.44% | 0.66% | 0.89% | Q1 2014 | Q4 2020 | 28 |
XLP | SELECT SECTOR SPDR TR | 27 | 1 | 0.13% | 0.41% | 0.62% | Q2 2013 | Q3 2020 | 28 |
BRKB | BERKSHIRE HATHAWAY INC... | 17 | 11 | 0.11% | 0.27% | 0.57% | Q4 2013 | Q4 2020 | 28 |
IJS | ISHARES TR | 27 | 1 | 0.13% | 0.24% | 1.12% | Q2 2013 | Q4 2020 | 28 |
PFE | PFIZER INC | 25 | 1 | 0.11% | 0.22% | 0.41% | Q2 2013 | Q4 2020 | 28 |
EFA | ISHARES TR | 27 | 27 | 0.32% | 3.29% | 5.58% | Q2 2013 | Q4 2019 | 27 |
XOM | EXXON MOBIL CORP | 27 | 27 | 0.86% | 2.12% | 3.15% | Q2 2013 | Q4 2019 | 27 |
IWM | ISHARES TR | 27 | 27 | 0.13% | 1.46% | 2.40% | Q2 2013 | Q4 2019 | 27 |
COP | CONOCOPHILLIPS | 27 | 27 | 0.12% | 0.80% | 1.29% | Q2 2013 | Q4 2019 | 27 |
SLB | SCHLUMBERGER LTD | 27 | 27 | 0.14% | 0.62% | 0.98% | Q2 2013 | Q4 2019 | 27 |
DVY | ISHARES TR | 27 | 27 | 0.34% | 0.61% | 1.47% | Q2 2013 | Q4 2019 | 27 |
IJK | ISHARES TR | 27 | 27 | 0.23% | 0.39% | 0.53% | Q2 2013 | Q4 2019 | 27 |
IJJ | ISHARES TR | 27 | 27 | 0.26% | 0.33% | 0.45% | Q2 2013 | Q4 2019 | 27 |
XLY | SELECT SECTOR SPDR TR | 27 | 27 | 0.10% | 0.31% | 0.41% | Q2 2014 | Q4 2020 | 27 |
IJT | ISHARES TR | 27 | 27 | 0.16% | 0.27% | 0.58% | Q2 2013 | Q4 2019 | 27 |
BK | BANK NEW YORK MELLON CORP | 27 | 27 | 0.12% | 0.18% | 0.23% | Q2 2013 | Q4 2019 | 27 |
UN | UNILEVER N V | 26 | 1 | 0.11% | 0.15% | 0.20% | Q3 2013 | Q3 2020 | 27 |
CELG | CELGENE CORP | 26 | 26 | 0.31% | 0.90% | 1.69% | Q2 2013 | Q3 2019 | 26 |
MET | METLIFE INC | 26 | 26 | 0.13% | 0.54% | 0.75% | Q2 2013 | Q3 2019 | 26 |
CMCSA | COMCAST CORP NEW | 26 | 26 | 0.18% | 0.53% | 0.85% | Q2 2013 | Q3 2019 | 26 |
HD | HOME DEPOT INC | 17 | 9 | 0.10% | 0.47% | 1.52% | Q2 2014 | Q4 2020 | 26 |
IEZ | ISHARES TR | 25 | 25 | 0.11% | 0.76% | 1.56% | Q2 2013 | Q2 2019 | 25 |
CAT | CATERPILLAR INC DEL | 25 | 25 | 0.24% | 0.56% | 1.32% | Q2 2013 | Q2 2019 | 25 |
MA | MASTERCARD INCORPORATED | 25 | 25 | 0.15% | 0.55% | 0.90% | Q4 2014 | Q4 2020 | 25 |
IYW | ISHARES TR | 25 | 25 | 0.28% | 0.40% | 0.55% | Q2 2013 | Q2 2019 | 25 |
TWTR | TWITTER INC | 25 | 25 | 0.18% | 0.39% | 0.64% | Q4 2014 | Q4 2020 | 25 |
FB | FACEBOOK INC | 23 | 1 | 0.10% | 0.99% | 1.53% | Q3 2013 | Q4 2020 | 24 |
MDT | MEDTRONIC PLC | 24 | 24 | 0.52% | 0.93% | 1.42% | Q1 2015 | Q4 2020 | 24 |
WBA | WALGREENS BOOTS ALLIAN... | 24 | 24 | 0.13% | 0.64% | 1.11% | Q4 2014 | Q3 2020 | 24 |
XLE | SELECT SECTOR SPDR TR | 23 | 23 | 0.12% | 0.54% | 0.82% | Q2 2014 | Q4 2019 | 23 |
STBA | S & T BANCORP INC | 22 | 22 | 0.10% | 0.97% | 2.02% | Q2 2013 | Q3 2018 | 22 |
NFLX | NETFLIX INC | 22 | 22 | 0.37% | 0.94% | 1.60% | Q3 2015 | Q4 2020 | 22 |
ACN | ACCENTURE PLC IRELAND | 22 | 22 | 0.15% | 0.18% | 0.23% | Q2 2013 | Q3 2018 | 22 |
GOOGL | ALPHABET INC | 21 | 21 | 3.14% | 4.16% | 6.50% | Q4 2015 | Q4 2020 | 21 |
IJH | ISHARES TR | 20 | 1 | 0.92% | 2.24% | 3.36% | Q1 2015 | Q4 2020 | 21 |
IJR | ISHARES TR | 20 | 1 | 0.28% | 1.11% | 2.15% | Q1 2015 | Q4 2020 | 21 |
QQQ | POWERSHARES QQQ TRUST | 20 | 20 | 2.37% | 3.28% | 4.30% | Q2 2013 | Q1 2018 | 20 |
PSX | PHILLIPS 66 | 20 | 20 | 0.32% | 0.67% | 0.88% | Q1 2015 | Q4 2019 | 20 |
VLO | VALERO ENERGY CORP NEW | 20 | 20 | 0.29% | 0.54% | 0.78% | Q1 2015 | Q4 2019 | 20 |
RDSB | ROYAL DUTCH SHELL PLC | 20 | 20 | 0.22% | 0.53% | 0.70% | Q1 2015 | Q4 2019 | 20 |
PRFZ | POWERSHARES ETF TRUST | 20 | 20 | 0.09% | 0.52% | 0.99% | Q2 2013 | Q1 2018 | 20 |
BP | BP PLC | 20 | 20 | 0.25% | 0.47% | 0.62% | Q1 2015 | Q4 2019 | 20 |
EES | WISDOMTREE TR | 19 | 1 | 0.12% | 0.14% | 0.17% | Q2 2015 | Q4 2020 | 20 |
EZM | WISDOMTREE TR | 13 | 1 | 0.09% | 0.12% | 0.15% | Q2 2015 | Q4 2020 | 20 |
VWO | VANGUARD INTL EQUITY I... | 19 | 19 | 0.19% | 1.68% | 2.64% | Q2 2015 | Q4 2019 | 19 |
EEM | ISHARES TR | 19 | 19 | 0.23% | 0.77% | 1.15% | Q1 2015 | Q3 2019 | 19 |
XLK | SELECT SECTOR SPDR TR | 17 | 1 | 0.09% | 0.16% | 0.30% | Q2 2013 | Q4 2020 | 19 |
UNP | UNION PACIFIC CORP | 18 | 18 | 0.16% | 0.25% | 0.58% | Q1 2015 | Q2 2019 | 18 |
IEFA | ISHARES TR | 17 | 17 | 0.12% | 1.24% | 2.14% | Q4 2015 | Q4 2019 | 17 |
C | CITIGROUP INC | 16 | 1 | 0.14% | 0.39% | 0.96% | Q2 2013 | Q4 2020 | 17 |
GOOG | ALPHABET INC | 16 | 16 | 0.26% | 0.53% | 0.61% | Q4 2015 | Q3 2019 | 16 |
APA | APACHE CORP | 16 | 16 | 0.10% | 0.42% | 0.96% | Q2 2013 | Q1 2017 | 16 |
BMY | BRISTOL-MYERS SQUIBB CO | 11 | 5 | 0.08% | 0.16% | 0.31% | Q4 2016 | Q4 2020 | 16 |
BABA | ALIBABA GROUP HLDG LTD | 16 | 16 | 0.09% | 0.15% | 0.24% | Q1 2017 | Q4 2020 | 16 |
IVV | ISHARES TR | 15 | 15 | 0.16% | 1.89% | 3.82% | Q2 2017 | Q4 2020 | 15 |
IUSG | ISHARES TR | 15 | 15 | 0.13% | 0.94% | 2.18% | Q2 2017 | Q4 2020 | 15 |
VYM | VANGUARD WHITEHALL FDS... | 15 | 15 | 0.13% | 0.22% | 0.28% | Q2 2017 | Q4 2020 | 15 |
IEMG | ISHARES INC | 13 | 1 | 0.11% | 0.93% | 1.49% | Q4 2016 | Q4 2020 | 14 |
IVE | ISHARES TR | 13 | 1 | 0.11% | 0.38% | 0.81% | Q4 2016 | Q4 2020 | 14 |
HDV | ISHARES TR | 11 | 3 | 0.14% | 0.31% | 0.81% | Q2 2017 | Q4 2020 | 14 |
BA | BOEING CO | 11 | 3 | 0.09% | 0.17% | 0.23% | Q2 2017 | Q4 2020 | 14 |
NVDA | NVIDIA CORPORATION | 13 | 13 | 0.09% | 0.36% | 1.00% | Q4 2017 | Q4 2020 | 13 |
HFRO | HIGHLAND INCOME FUND | 13 | 13 | 0.14% | 0.17% | 0.20% | Q4 2017 | Q4 2020 | 13 |
FITB | FIFTH THIRD BANCORP | 8 | 1 | 0.08% | 0.10% | 0.13% | Q4 2016 | Q4 2020 | 13 |
ROK | ROCKWELL AUTOMATION INC | 9 | 3 | 0.12% | 0.42% | 0.72% | Q3 2013 | Q4 2020 | 12 |
PPL | PPL CORP | 7 | 2 | 0.08% | 0.12% | 0.14% | Q2 2013 | Q3 2017 | 12 |
QCOM | QUALCOMM INC | 10 | 1 | 0.14% | 1.74% | 2.37% | Q2 2013 | Q4 2020 | 11 |
UAA | UNDER ARMOUR INC | 11 | 11 | 0.10% | 0.32% | 0.76% | Q3 2014 | Q1 2017 | 11 |
PCI | PIMCO DYNMIC CREDIT AN... | 10 | 1 | 0.12% | 0.22% | 0.28% | Q2 2013 | Q4 2019 | 11 |
IBM | INTERNATIONAL BUSINESS... | 9 | 2 | 0.10% | 0.19% | 0.29% | Q2 2013 | Q3 2019 | 11 |
DOL | WISDOMTREE TR | 11 | 11 | 0.11% | 0.18% | 0.25% | Q2 2017 | Q4 2019 | 11 |
SPLV | POWERSHARES ETF TR II | 11 | 11 | 0.12% | 0.16% | 0.19% | Q1 2014 | Q3 2016 | 11 |
GS | GOLDMAN SACHS GROUP INC | 9 | 2 | 0.08% | 0.14% | 0.21% | Q4 2017 | Q4 2020 | 11 |
IYJ | ISHARES TR | 5 | 2 | 0.08% | 0.11% | 0.26% | Q3 2017 | Q4 2020 | 11 |
GOOGL | GOOGLE INC | 10 | 10 | 1.04% | 2.16% | 3.35% | Q2 2013 | Q3 2015 | 10 |
EFO | PROSHARES TR | 10 | 10 | 1.28% | 1.78% | 2.10% | Q2 2013 | Q3 2015 | 10 |
JASO | JA SOLAR HOLDINGS CO LTD | 10 | 10 | 0.50% | 0.65% | 0.81% | Q2 2013 | Q3 2015 | 10 |
TSL | TRINA SOLAR LIMITED | 10 | 10 | 0.39% | 0.62% | 1.06% | Q2 2013 | Q3 2015 | 10 |
MGC | VANGUARD WORLD FD | 10 | 10 | 0.41% | 0.57% | 0.64% | Q2 2013 | Q3 2015 | 10 |
SSO | PROSHARES TR | 10 | 10 | 0.44% | 0.50% | 0.53% | Q2 2013 | Q3 2015 | 10 |
IBB | ISHARES TR | 8 | 2 | 0.08% | 0.37% | 1.60% | Q2 2018 | Q4 2020 | 10 |
OEF | ISHARES TR | 10 | 10 | 0.22% | 0.32% | 0.37% | Q2 2013 | Q3 2015 | 10 |
MGK | VANGUARD WORLD FD | 10 | 10 | 0.26% | 0.28% | 0.31% | Q2 2013 | Q3 2015 | 10 |
QLD | PROSHARES TR | 10 | 10 | 0.19% | 0.26% | 0.30% | Q2 2013 | Q3 2015 | 10 |
VV | VANGUARD INDEX FDS | 10 | 10 | 0.21% | 0.25% | 0.26% | Q2 2013 | Q3 2015 | 10 |
HPQ | HEWLETT PACKARD CO | 10 | 10 | 0.17% | 0.22% | 0.28% | Q2 2013 | Q3 2015 | 10 |
KHC | KRAFT HEINZ CO | 10 | 10 | 0.17% | 0.22% | 0.28% | Q3 2015 | Q4 2017 | 10 |
ACWI | ISHARES TR | 9 | 1 | 0.09% | 0.20% | 0.49% | Q2 2017 | Q4 2019 | 10 |
UNH | UNITEDHEALTH GROUP INC | 10 | 10 | 0.08% | 0.17% | 0.28% | Q3 2018 | Q4 2020 | 10 |
AEP | AMERICAN ELEC PWR INC | 10 | 10 | 0.08% | 0.16% | 0.24% | Q3 2018 | Q4 2020 | 10 |
YUM | YUM BRANDS INC | 10 | 10 | 0.11% | 0.12% | 0.15% | Q2 2013 | Q3 2015 | 10 |
STJ | ST JUDE MED INC | 9 | 9 | 0.63% | 0.71% | 0.77% | Q2 2013 | Q2 2015 | 9 |
AEHR | AEHR TEST SYSTEMS | 9 | 9 | 0.34% | 0.64% | 0.88% | Q3 2013 | Q3 2015 | 9 |
NOV | NATIONAL OILWELL VARCO... | 9 | 9 | 0.20% | 0.36% | 0.47% | Q1 2015 | Q1 2017 | 9 |
MRO | MARATHON OIL CORP | 9 | 9 | 0.20% | 0.32% | 0.42% | Q1 2015 | Q1 2017 | 9 |
IYH | ISHARES TR | 9 | 9 | 0.10% | 0.26% | 0.54% | Q4 2018 | Q4 2020 | 9 |
KRFT | KRAFT FOODS GROUP INC | 9 | 9 | 0.12% | 0.15% | 0.20% | Q2 2013 | Q2 2015 | 9 |
ECL | ECOLAB INC | 8 | 1 | 0.07% | 0.13% | 0.18% | Q3 2018 | Q4 2020 | 9 |
ADM | ARCHER DANIELS MIDLAND CO | 9 | 9 | 0.10% | 0.13% | 0.16% | Q2 2013 | Q2 2015 | 9 |
NVS | NOVARTIS A G | 9 | 9 | 0.12% | 0.13% | 0.14% | Q3 2013 | Q3 2015 | 9 |
DXCM | DEXCOM INC | 7 | 1 | 0.08% | 0.25% | 0.42% | Q3 2018 | Q4 2020 | 8 |
UYG | PROSHARES TR | 5 | 1 | 0.08% | 0.19% | 0.92% | Q2 2013 | Q2 2019 | 8 |
IUSV | ISHARES TR | 6 | 1 | 0.08% | 0.17% | 0.29% | Q4 2017 | Q4 2020 | 8 |
GLW | CORNING INC | 8 | 8 | 0.14% | 0.16% | 0.18% | Q2 2013 | Q1 2015 | 8 |
EMC | E M C CORP MASS | 7 | 7 | 0.62% | 1.24% | 1.43% | Q2 2013 | Q4 2014 | 7 |
MDT | MEDTRONIC INC | 7 | 7 | 1.15% | 1.21% | 1.28% | Q2 2013 | Q4 2014 | 7 |
DEO | DIAGEO P L C | 7 | 7 | 0.52% | 0.63% | 0.74% | Q4 2013 | Q2 2015 | 7 |
GILD | GILEAD SCIENCES INC | 7 | 7 | 0.21% | 0.56% | 0.76% | Q3 2015 | Q1 2017 | 7 |
STZ | CONSTELLATION BRANDS INC | 7 | 7 | 0.09% | 0.17% | 0.25% | Q2 2019 | Q4 2020 | 7 |
EWG | ISHARES INC | 7 | 7 | 0.11% | 0.17% | 0.21% | Q2 2013 | Q4 2014 | 7 |
DWDP | DOWDUPONT INC | 7 | 7 | 0.08% | 0.11% | 0.16% | Q3 2017 | Q1 2019 | 7 |
QQQ | INVESCO QQQ TR | 6 | 6 | 3.01% | 4.42% | 5.45% | Q3 2019 | Q4 2020 | 6 |
EMCF | EMCLAIRE FINL CORP | 6 | 6 | 0.54% | 1.00% | 1.17% | Q3 2019 | Q4 2020 | 6 |
WAG | WALGREEN CO | 6 | 6 | 0.76% | 0.86% | 0.97% | Q2 2013 | Q3 2014 | 6 |
GOOG | GOOGLE INC | 6 | 6 | 0.48% | 0.82% | 1.03% | Q2 2014 | Q3 2015 | 6 |
NEM | NEWMONT MINING CORP | 6 | 6 | 0.38% | 0.62% | 0.86% | Q2 2014 | Q3 2015 | 6 |
FNFG | FIRST NIAGARA FINL GP INC | 6 | 6 | 0.18% | 0.22% | 0.26% | Q2 2013 | Q3 2014 | 6 |
FCX | FREEPORT-MCMORAN INC | 6 | 6 | 0.19% | 0.22% | 0.25% | Q2 2013 | Q3 2014 | 6 |
YGE | YINGLI GREEN ENERGY HL... | 6 | 6 | 0.12% | 0.21% | 0.42% | Q2 2013 | Q3 2014 | 6 |
CMG | CHIPOTLE MEXICAN GRILL... | 3 | 1 | 0.10% | 0.14% | 0.18% | Q1 2017 | Q4 2020 | 6 |
AA | ALCOA INC | 4 | 2 | 0.09% | 0.12% | 0.15% | Q2 2014 | Q2 2016 | 6 |
HBAN | HUNTINGTON BANCSHARES INC | 6 | 6 | 0.08% | 0.09% | 0.09% | Q3 2019 | Q4 2020 | 6 |
ASRV | AMERISERV FINL INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q4 2020 | 6 |
USD | PROSHARES TR | 5 | 5 | 0.83% | 0.97% | 1.16% | Q2 2013 | Q2 2014 | 5 |
TGT | TARGET CORP | 3 | 1 | 0.14% | 0.72% | 1.23% | Q2 2013 | Q4 2020 | 5 |
GSLC | GOLDMAN SACHS ETF TR | 5 | 5 | 0.29% | 0.57% | 0.91% | Q3 2018 | Q3 2019 | 5 |
CLF | CLIFFS NAT RES INC | 5 | 5 | 0.12% | 0.25% | 0.47% | Q2 2014 | Q2 2015 | 5 |
GLD | SPDR GOLD TRUST | 5 | 5 | 0.13% | 0.16% | 0.22% | Q2 2013 | Q2 2014 | 5 |
CREE | CREE INC | 5 | 5 | 0.11% | 0.13% | 0.15% | Q2 2013 | Q2 2014 | 5 |
HON | HONEYWELL INTL INC | 4 | 1 | 0.09% | 0.10% | 0.10% | Q2 2016 | Q3 2017 | 5 |
TJX | TJX COS INC NEW | 2 | 1 | 0.08% | 0.09% | 0.11% | Q1 2016 | Q2 2019 | 5 |
OTIS | OTIS WORLDWIDE CORP | 4 | 4 | 0.20% | 0.24% | 0.26% | Q1 2020 | Q4 2020 | 4 |
CARR | CARRIER GLOBAL CORPORA... | 4 | 4 | 0.18% | 0.21% | 0.25% | Q1 2020 | Q4 2020 | 4 |
PYPL | PAYPAL HLDGS INC | 4 | 4 | 0.15% | 0.20% | 0.23% | Q1 2020 | Q4 2020 | 4 |
TPL | TEXAS PAC LD TR | 2 | 1 | 0.09% | 0.13% | 0.18% | Q2 2013 | Q2 2015 | 4 |
IXG | ISHARES TR | 4 | 4 | 0.10% | 0.11% | 0.12% | Q2 2014 | Q1 2015 | 4 |
JKS | JINKOSOLAR HLDG CO LTD | 3 | 3 | 0.45% | 0.53% | 0.60% | Q1 2015 | Q3 2015 | 3 |
RTX | RAYTHEON TECHNOLOGIES ... | 3 | 3 | 0.44% | 0.50% | 0.58% | Q2 2020 | Q4 2020 | 3 |
XLRE | SELECT SECTOR SPDR TR | 3 | 3 | 0.10% | 0.26% | 0.49% | Q3 2016 | Q1 2017 | 3 |
UA | UNDER ARMOUR INC | 3 | 3 | 0.14% | 0.24% | 0.31% | Q2 2016 | Q4 2016 | 3 |
MYL | MYLAN N V | 3 | 3 | 0.16% | 0.23% | 0.35% | Q1 2015 | Q3 2015 | 3 |
UPRO | PROSHARES TR | 3 | 3 | 0.10% | 0.20% | 0.27% | Q3 2018 | Q1 2019 | 3 |
CRS | CARPENTER TECHNOLOGY CORP | 3 | 3 | 0.13% | 0.15% | 0.20% | Q1 2019 | Q3 2019 | 3 |
PJP | POWERSHARES ETF TRUST | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q3 2015 | 3 |
CEQP | CRESTWOOD EQUITY PARTN... | 3 | 3 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q2 2014 | 3 |
AXP | AMERICAN EXPRESS CO | 3 | 3 | 0.08% | 0.10% | 0.13% | Q1 2019 | Q3 2019 | 3 |
VTV | VANGUARD INDEX FDS | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2018 | Q4 2018 | 3 |
TMDI | TITAN MED INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 3 |
SLY | SPDR SERIES TRUST | 2 | 2 | 0.46% | 0.46% | 0.46% | Q2 2015 | Q3 2015 | 2 |
TSLA | TESLA INC | 2 | 2 | 0.22% | 0.22% | 0.23% | Q3 2020 | Q4 2020 | 2 |
DIG | PROSHARES TR | 2 | 2 | 0.18% | 0.18% | 0.20% | Q1 2016 | Q2 2016 | 2 |
IYF | ISHARES TR | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2019 | Q4 2019 | 2 |
NKE | NIKE INC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q3 2020 | Q4 2020 | 2 |
TMO | THERMO FISHER SCIENTIF... | 2 | 2 | 0.12% | 0.14% | 0.17% | Q4 2019 | Q1 2020 | 2 |
DOW | DOW CHEM CO | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2017 | Q2 2017 | 2 |
SCHX | SCHWAB STRATEGIC TR | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q4 2020 | 2 |
CRM | SALESFORCE COM INC | 1 | 1 | 0.11% | 0.13% | 0.14% | Q3 2019 | Q3 2020 | 2 |
ERX | DIREXION SHS ETF TR | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2014 | Q1 2015 | 2 |
VO | VANGUARD INDEX FDS | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2015 | Q3 2015 | 2 |
SRE | SEMPRA ENERGY | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2019 | Q4 2019 | 2 |
UG | UNITED GUARDIAN INC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2014 | Q2 2014 | 2 |
IYG | ISHARES TR | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2015 | Q3 2015 | 2 |
AAPL | APPLE INC | 2 | 2 | 0.01% | 0.07% | 0.14% | Q3 2020 | Q4 2020 | 2 |
NVDA | NVIDIA CORPORATION | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
DIS | DISNEY WALT CO | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2020 | 2 |
AMZN | AMAZON COM INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
GOOGL | ALPHABET INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
PYPL | PAYPAL HLDGS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
XONE | EXONE CO | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2014 | Q1 2014 | 1 |
VNLA | JANUS DETROIT STR TR | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
VTI | VANGUARD INDEX FDS | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
ESRX | EXPRESS SCRIPTS HLDG CO | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
AMD | ADVANCED MICRO DEVICES... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
NRGY | INERGY L P | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 |
BIV | VANGUARD BD INDEX FDS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
LUV | SOUTHWEST AIRLS CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
PFM | POWERSHARES ETF TRUST | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q4 2013 | 1 |
L100PS | ARCONIC INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
NVRO | NEVRO CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
ERIE | ERIE INDTY CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
NOC | NORTHROP GRUMMAN CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
TRNEWS | TRINE ACQUISITION CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
AMRN | AMARIN CORP PLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
INFI | INFINITY PHARMACEUTICA... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HD | HOME DEPOT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NFLX | NETFLIX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
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The securities at the top of the list , including APPLE INC, SPDR S&P 500 ETF TR, and CISCO SYS INC, are the highest-conviction holdings of Private Wealth Advisors, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Private Wealth Advisors, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Private Wealth Advisors, Inc. owns currently or has owned in the past.