705 is the total number of securities McKinley Carter Wealth Services, Inc. has owned. The longest McKinley Carter Wealth Services, Inc. has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IWB | ISHARES TR | 42 | 42 | 1.31% | 9.12% | 20.49% | Q2 2013 | Q3 2023 | 42 |
IVV | ISHARES TR | 42 | 42 | 0.29% | 3.19% | 5.78% | Q2 2013 | Q3 2023 | 42 |
IWF | ISHARES TR | 42 | 42 | 1.13% | 2.31% | 5.95% | Q2 2013 | Q3 2023 | 42 |
AAPL | APPLE INC | 42 | 42 | 1.41% | 2.05% | 3.73% | Q2 2013 | Q3 2023 | 42 |
PEP | PEPSICO INC | 42 | 42 | 0.24% | 1.27% | 5.86% | Q2 2013 | Q3 2023 | 42 |
IJH | ISHARES TR | 42 | 42 | 0.52% | 1.03% | 2.17% | Q2 2013 | Q3 2023 | 42 |
XOM | EXXON MOBIL CORP | 42 | 42 | 0.04% | 1.03% | 3.53% | Q2 2013 | Q3 2023 | 42 |
IWM | ISHARES TR | 42 | 42 | 0.42% | 0.97% | 2.40% | Q2 2013 | Q3 2023 | 42 |
HD | HOME DEPOT INC | 42 | 42 | 0.22% | 0.93% | 1.46% | Q2 2013 | Q3 2023 | 42 |
TMO | THERMO FISHER SCIENTIF... | 42 | 42 | 0.24% | 0.87% | 1.38% | Q2 2013 | Q3 2023 | 42 |
DTN | WISDOMTREE TRUST | 42 | 42 | 0.04% | 0.81% | 4.19% | Q2 2013 | Q3 2023 | 42 |
PG | PROCTER & GAMBLE CO | 42 | 42 | 0.35% | 0.77% | 2.34% | Q2 2013 | Q3 2023 | 42 |
COST | COSTCO WHSL CORP NEW | 42 | 42 | 0.19% | 0.75% | 1.66% | Q2 2013 | Q3 2023 | 42 |
MCD | MCDONALDS CORP | 42 | 42 | 0.18% | 0.64% | 3.87% | Q2 2013 | Q3 2023 | 42 |
PFE | PFIZER INC | 42 | 42 | 0.05% | 0.60% | 3.50% | Q2 2013 | Q3 2023 | 42 |
JPM | JPMORGAN CHASE & CO | 42 | 42 | 0.24% | 0.53% | 2.70% | Q2 2013 | Q3 2023 | 42 |
UBSI | UNITED BANKSHARES INC ... | 42 | 42 | 0.08% | 0.48% | 4.48% | Q2 2013 | Q3 2023 | 42 |
PM | PHILIP MORRIS INTL INC | 42 | 42 | 0.02% | 0.47% | 3.15% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON | 42 | 42 | 0.20% | 0.36% | 0.48% | Q2 2013 | Q3 2023 | 42 |
T | AT&T INC | 42 | 42 | 0.03% | 0.33% | 0.84% | Q2 2013 | Q3 2023 | 42 |
SPY | SPDR S&P 500 ETF TR | 42 | 42 | 0.12% | 0.25% | 0.48% | Q2 2013 | Q3 2023 | 42 |
CAT | CATERPILLAR INC DEL | 42 | 42 | 0.10% | 0.23% | 0.66% | Q2 2013 | Q3 2023 | 42 |
VFH | VANGUARD WORLD FDS | 42 | 42 | 0.02% | 0.20% | 0.75% | Q2 2013 | Q3 2023 | 42 |
FBT | First Trust AMEX Biote... | 41 | 41 | 0.12% | 2.50% | 6.98% | Q3 2013 | Q3 2023 | 41 |
ACN | ACCENTURE PLC IRELAND | 37 | 4 | 0.21% | 0.88% | 2.57% | Q2 2013 | Q3 2023 | 41 |
MDY | SPDR S&P MIDCAP 400 ET... | 37 | 4 | 0.12% | 0.82% | 2.93% | Q2 2013 | Q3 2023 | 41 |
DIS | Walt Disney | 41 | 41 | 0.05% | 0.71% | 1.72% | Q3 2013 | Q3 2023 | 41 |
TRV | TRAVELERS COMPANIES INC | 39 | 2 | 0.02% | 0.41% | 3.13% | Q2 2013 | Q3 2023 | 41 |
IWS | ISHARES TR | 27 | 14 | 0.04% | 0.34% | 0.93% | Q2 2013 | Q3 2023 | 41 |
VZ | VERIZON COMMUNICATIONS... | 41 | 41 | 0.02% | 0.26% | 0.53% | Q2 2013 | Q2 2023 | 41 |
ABBV | ABBVIE INC | 38 | 3 | 0.12% | 0.24% | 0.44% | Q2 2013 | Q3 2023 | 41 |
INTC | INTEL CORP | 39 | 2 | 0.02% | 0.21% | 0.39% | Q2 2013 | Q3 2023 | 41 |
WMT | WAL-MART STORES INC | 41 | 41 | 0.04% | 0.18% | 1.07% | Q3 2013 | Q3 2023 | 41 |
MRK | MERCK & CO INC NEW | 37 | 4 | 0.05% | 0.15% | 0.46% | Q2 2013 | Q3 2023 | 41 |
CVS | CVS HEALTH CORP | 27 | 14 | 0.02% | 0.13% | 0.34% | Q2 2013 | Q3 2023 | 41 |
ORLY | O REILLY AUTOMOTIVE IN... | 40 | 40 | 0.44% | 0.99% | 1.66% | Q4 2013 | Q3 2023 | 40 |
FISV | FISERV INC | 40 | 40 | 0.39% | 0.97% | 1.54% | Q4 2013 | Q3 2023 | 40 |
SBUX | STARBUCKS CORP | 40 | 40 | 0.47% | 0.94% | 1.39% | Q4 2013 | Q3 2023 | 40 |
DHR | DANAHER CORPORATION | 40 | 40 | 0.06% | 0.40% | 1.41% | Q4 2013 | Q3 2023 | 40 |
INTU | INTUIT | 39 | 39 | 0.26% | 0.75% | 1.34% | Q1 2014 | Q3 2023 | 39 |
ABT | ABBOTT LABS | 25 | 14 | 0.07% | 0.46% | 1.13% | Q2 2013 | Q3 2023 | 39 |
GILD | GILEAD SCIENCES INC | 35 | 4 | 0.02% | 0.20% | 0.58% | Q2 2013 | Q3 2023 | 39 |
V | VISA INC | 34 | 5 | 0.07% | 0.17% | 0.38% | Q2 2013 | Q3 2023 | 39 |
IJR | ISHARES TR | 35 | 1 | 0.15% | 2.27% | 8.40% | Q4 2013 | Q3 2023 | 38 |
MSFT | MICROSOFT CORP | 36 | 2 | 0.27% | 0.87% | 1.93% | Q3 2013 | Q3 2023 | 38 |
AMGN | AMGEN INC | 37 | 1 | 0.03% | 0.39% | 1.38% | Q3 2013 | Q3 2023 | 38 |
FB | META PLATFORMS INC | 35 | 3 | 0.05% | 0.27% | 0.44% | Q3 2013 | Q3 2023 | 38 |
IBM | INTERNATIONAL BUSINESS... | 27 | 5 | 0.02% | 0.23% | 0.70% | Q2 2013 | Q3 2023 | 38 |
MMM | 3M Company | 37 | 37 | 0.10% | 0.74% | 1.63% | Q4 2013 | Q4 2022 | 37 |
NKE | NIKE INC | 37 | 37 | 0.03% | 0.34% | 1.66% | Q3 2014 | Q3 2023 | 37 |
KMB | KIMBERLY-CLARK CORP | 37 | 37 | 0.02% | 0.29% | 1.32% | Q3 2014 | Q3 2023 | 37 |
CVX | CHEVRON CORP NEW | 21 | 2 | 0.13% | 0.26% | 0.48% | Q3 2013 | Q3 2023 | 37 |
VTI | Vanguard Total Stock M... | 37 | 37 | 0.07% | 0.14% | 0.23% | Q3 2014 | Q3 2023 | 37 |
BRKB | BERKSHIRE HATHAWAY INC... | 31 | 2 | 0.06% | 0.13% | 0.35% | Q2 2013 | Q3 2023 | 37 |
FCF | FIRST COMWLTH FINL COR... | 37 | 37 | 0.01% | 0.05% | 0.09% | Q3 2014 | Q3 2023 | 37 |
VDC | VANGUARD WORLD FDS | 36 | 36 | 0.15% | 1.13% | 3.21% | Q4 2014 | Q3 2023 | 36 |
IWR | ISHARES TR | 36 | 36 | 0.17% | 0.65% | 1.35% | Q4 2014 | Q3 2023 | 36 |
ECL | ECOLAB INC | 27 | 9 | 0.04% | 0.55% | 1.18% | Q3 2014 | Q3 2023 | 36 |
USB | US BANCORP DEL | 36 | 36 | 0.10% | 0.16% | 0.27% | Q4 2014 | Q3 2023 | 36 |
AEP | American Electric Power | 32 | 2 | 0.03% | 0.10% | 0.24% | Q3 2013 | Q3 2023 | 36 |
VO | Vanguard Mid-Cap ETF | 35 | 35 | 0.13% | 3.06% | 10.05% | Q1 2015 | Q3 2023 | 35 |
UNH | UNITEDHEALTH GROUP INC | 35 | 35 | 0.51% | 0.88% | 1.26% | Q1 2015 | Q3 2023 | 35 |
TJX | TJX COS INC NEW | 32 | 3 | 0.38% | 0.82% | 1.42% | Q4 2013 | Q3 2023 | 35 |
HSY | Hershey Company | 35 | 35 | 0.02% | 0.39% | 1.35% | Q1 2015 | Q3 2023 | 35 |
LMT | Lockheed Martin Corpor... | 35 | 35 | 0.09% | 0.16% | 0.26% | Q1 2015 | Q3 2023 | 35 |
CMCSA | COMCAST CORP NEW | 34 | 1 | 0.06% | 0.12% | 0.18% | Q4 2014 | Q3 2023 | 35 |
CSCO | Cisco Systems | 27 | 1 | 0.07% | 0.21% | 0.40% | Q3 2013 | Q3 2023 | 34 |
CL | COLGATE PALMOLIVE CO | 31 | 1 | 0.03% | 0.09% | 0.26% | Q3 2013 | Q3 2023 | 34 |
IYG | ISHARES TR | 33 | 33 | 0.02% | 3.02% | 6.34% | Q1 2014 | Q1 2022 | 33 |
GOOGL | Google Inc Class A | 33 | 33 | 0.29% | 0.54% | 1.15% | Q3 2015 | Q3 2023 | 33 |
MA | MASTERCARD INCORPORATED | 31 | 1 | 0.11% | 0.40% | 1.17% | Q4 2013 | Q3 2023 | 33 |
ALXN | ALEXION PHARMACEUTICAL... | 33 | 33 | 0.03% | 0.17% | 0.39% | Q2 2013 | Q2 2021 | 33 |
BLK | BLACKROCK INC | 32 | 1 | 0.02% | 0.14% | 0.45% | Q2 2015 | Q3 2023 | 33 |
CERN | CERNER CORP | 32 | 32 | 0.00% | 0.76% | 1.27% | Q4 2013 | Q3 2021 | 32 |
APD | Air Products and Chemi... | 32 | 32 | 0.11% | 0.33% | 1.04% | Q4 2015 | Q3 2023 | 32 |
MDLZ | MONDELEZ INTL INC | 29 | 3 | 0.03% | 0.28% | 0.72% | Q4 2014 | Q3 2023 | 32 |
AMZN | AMAZON COM INC | 32 | 32 | 0.07% | 0.23% | 0.47% | Q4 2015 | Q3 2023 | 32 |
GOOG | Google Inc Class C | 18 | 14 | 0.03% | 0.10% | 0.17% | Q3 2015 | Q3 2023 | 32 |
ROP | ROPER TECHNOLOGIES INC | 25 | 6 | 0.02% | 0.47% | 1.02% | Q1 2015 | Q3 2023 | 31 |
PAYX | PAYCHEX INC | 31 | 31 | 0.03% | 0.07% | 0.12% | Q1 2016 | Q3 2023 | 31 |
IWP | ISHARES TR | 29 | 1 | 0.21% | 0.89% | 3.21% | Q1 2016 | Q3 2023 | 30 |
SHW | Sherwin-Williams Company | 28 | 2 | 0.02% | 0.26% | 1.00% | Q1 2016 | Q3 2023 | 30 |
MTUM | ISHARES TR | 29 | 29 | 0.09% | 2.64% | 6.12% | Q3 2016 | Q3 2023 | 29 |
CLX | CLOROX CO DEL | 28 | 1 | 0.03% | 0.35% | 1.01% | Q2 2016 | Q3 2023 | 29 |
UTX | UNITED TECHNOLOGIES CORP | 28 | 28 | 0.48% | 1.16% | 2.69% | Q2 2013 | Q1 2020 | 28 |
VFC | VF Corporation | 28 | 28 | 0.12% | 0.59% | 2.95% | Q2 2013 | Q1 2020 | 28 |
SCHX | Schwab US Large-Cap ETF | 28 | 28 | 0.06% | 0.17% | 0.37% | Q4 2016 | Q3 2023 | 28 |
KO | COCA COLA CO | 26 | 2 | 0.04% | 0.16% | 0.34% | Q3 2013 | Q3 2023 | 28 |
LOW | LOWES COS INC | 25 | 2 | 0.11% | 0.26% | 0.50% | Q1 2016 | Q3 2023 | 27 |
MO | ALTRIA GROUP INC | 24 | 3 | 0.18% | 0.26% | 0.42% | Q2 2013 | Q1 2020 | 27 |
DTE | DTE Energy Holding Com... | 12 | 1 | 0.03% | 0.25% | 1.93% | Q2 2013 | Q3 2023 | 27 |
DKS | DICKS SPORTING GOODS INC | 17 | 1 | 0.02% | 0.17% | 0.47% | Q2 2013 | Q3 2023 | 27 |
ADBE | ADOBE SYSTEMS INCORPOR... | 26 | 26 | 0.04% | 0.11% | 0.34% | Q2 2017 | Q3 2023 | 26 |
EW | EDWARDS LIFESCIENCES CORP | 23 | 1 | 0.03% | 0.10% | 0.59% | Q4 2013 | Q3 2023 | 26 |
DUK | DUKE ENERGY CORP NEW | 25 | 1 | 0.03% | 0.06% | 0.11% | Q2 2015 | Q3 2023 | 26 |
WM | WASTE MGMT INC DEL | 25 | 25 | 0.36% | 0.60% | 0.88% | Q3 2017 | Q3 2023 | 25 |
IJT | ISHARES TR | 13 | 12 | 0.12% | 0.24% | 0.71% | Q4 2016 | Q3 2023 | 25 |
BK | BANK NEW YORK MELLON CORP | 13 | 3 | 0.02% | 0.15% | 0.40% | Q2 2013 | Q4 2021 | 25 |
D | Dominion Resources | 16 | 1 | 0.02% | 0.14% | 0.26% | Q4 2013 | Q3 2022 | 25 |
SPLG | SPDR SER TR | 24 | 24 | 0.41% | 0.88% | 1.70% | Q4 2017 | Q3 2023 | 24 |
CTSH | Cognizant Technology S... | 24 | 24 | 0.05% | 0.88% | 1.19% | Q1 2014 | Q4 2019 | 24 |
IWD | ISHARES TR | 12 | 12 | 0.14% | 0.63% | 2.30% | Q3 2017 | Q3 2023 | 24 |
NFLX | NETFLIX INC | 18 | 6 | 0.02% | 0.24% | 0.78% | Q2 2015 | Q4 2021 | 24 |
SPMD | SPDR SER TR | 24 | 24 | 0.09% | 0.23% | 0.49% | Q4 2017 | Q3 2023 | 24 |
TGT | TARGET CORP | 24 | 24 | 0.04% | 0.20% | 0.47% | Q4 2017 | Q3 2023 | 24 |
CSX | CSX CORP | 11 | 1 | 0.02% | 0.13% | 0.31% | Q2 2013 | Q3 2023 | 24 |
BRKA | BERKSHIRE HATHAWAY INC... | 24 | 24 | 0.03% | 0.11% | 0.31% | Q4 2017 | Q3 2023 | 24 |
MVBF | MVB FINL CORP | 24 | 24 | 0.04% | 0.10% | 0.20% | Q4 2017 | Q3 2023 | 24 |
ZTS | ZOETIS INC | 23 | 1 | 0.03% | 0.07% | 0.13% | Q3 2017 | Q3 2023 | 24 |
CINF | CINCINNATI FINL CORP | 13 | 11 | 0.02% | 0.07% | 0.18% | Q3 2017 | Q3 2023 | 24 |
SPSM | SPDR SER TR | 24 | 24 | 0.02% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 24 |
ARKK | ARK Innovation ETF | 23 | 23 | 0.03% | 1.46% | 5.10% | Q1 2017 | Q3 2022 | 23 |
DLTR | Dollar Tree Stores | 23 | 23 | 0.13% | 1.00% | 1.42% | Q3 2014 | Q1 2020 | 23 |
IJS | ISHARES TR | 12 | 11 | 0.05% | 0.31% | 0.89% | Q2 2017 | Q3 2023 | 23 |
LLY | LILLY ELI & CO | 12 | 1 | 0.03% | 0.27% | 1.25% | Q2 2013 | Q3 2023 | 23 |
TXN | Texas Instruments | 23 | 23 | 0.06% | 0.19% | 0.33% | Q1 2018 | Q3 2023 | 23 |
SO | Southern Company | 23 | 23 | 0.04% | 0.14% | 0.28% | Q1 2018 | Q3 2023 | 23 |
TROW | T. Rowe Price Group | 14 | 9 | 0.05% | 0.13% | 0.21% | Q4 2017 | Q3 2023 | 23 |
FDN | First Trust DJ Interne... | 23 | 23 | 0.05% | 0.10% | 0.22% | Q1 2018 | Q3 2023 | 23 |
PGR | Progressive Corporation | 23 | 23 | 0.01% | 0.07% | 0.11% | Q1 2018 | Q3 2023 | 23 |
XEL | XCEL ENERGY INC | 23 | 23 | 0.02% | 0.05% | 0.09% | Q1 2018 | Q3 2023 | 23 |
MDT | MEDTRONIC PLC | 18 | 4 | 0.09% | 0.14% | 0.25% | Q4 2017 | Q3 2023 | 22 |
NNN | National Retail Proper... | 17 | 5 | 0.02% | 0.09% | 0.16% | Q4 2015 | Q4 2021 | 22 |
HRL | Hormel Foods Corp Com | 18 | 3 | 0.07% | 0.86% | 1.55% | Q2 2013 | Q4 2018 | 21 |
CHD | CHURCH & DWIGHT INC | 21 | 21 | 0.06% | 0.80% | 1.36% | Q3 2014 | Q3 2019 | 21 |
WBA | WALGREENS BOOTS ALLIAN... | 12 | 9 | 0.09% | 0.55% | 1.34% | Q4 2014 | Q1 2020 | 21 |
QCOM | QUALCOMM INC | 12 | 9 | 0.02% | 0.32% | 0.85% | Q1 2018 | Q2 2023 | 21 |
UHS | UNIVERSAL HLTH SVCS INC | 20 | 20 | 0.06% | 1.03% | 1.74% | Q4 2013 | Q3 2018 | 20 |
GE | GENERAL ELECTRIC CO | 20 | 20 | 0.04% | 1.00% | 3.50% | Q2 2013 | Q1 2018 | 20 |
MGV | VANGUARD WORLD FD | 20 | 20 | 0.05% | 0.51% | 1.98% | Q2 2013 | Q1 2018 | 20 |
VUG | VANGUARD INDEX FDS | 12 | 1 | 0.02% | 0.48% | 1.02% | Q3 2015 | Q3 2023 | 20 |
MHK | Mohawk Industries | 20 | 20 | 0.12% | 0.38% | 1.45% | Q2 2013 | Q1 2018 | 20 |
ESRX | EXPRESS SCRIPTS HLDG CO | 17 | 2 | 0.10% | 1.04% | 1.89% | Q4 2013 | Q3 2018 | 19 |
TSCO | TRACTOR SUPPLY CO | 19 | 19 | 0.42% | 0.59% | 1.00% | Q1 2019 | Q3 2023 | 19 |
CACI | CACI INTL INC | 19 | 19 | 0.39% | 0.55% | 0.85% | Q1 2019 | Q3 2023 | 19 |
ES | EVERSOURCE ENERGY | 18 | 1 | 0.02% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 19 |
AWK | AMERICAN WTR WKS CO IN... | 14 | 1 | 0.02% | 0.04% | 0.12% | Q2 2016 | Q3 2023 | 19 |
EFA | ISHARES TR | 12 | 6 | 0.09% | 0.28% | 0.66% | Q2 2013 | Q3 2023 | 18 |
SLB | SCHLUMBERGER LTD | 17 | 1 | 0.05% | 0.19% | 0.30% | Q3 2013 | Q1 2018 | 18 |
CTAS | CINTAS CORP | 14 | 1 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 18 |
PXI | POWERSHARES ETF TRUST | 17 | 17 | 0.14% | 2.07% | 5.15% | Q1 2014 | Q1 2018 | 17 |
EXPD | EXPEDITORS INTL WASH INC | 17 | 17 | 0.07% | 0.75% | 1.06% | Q4 2015 | Q4 2019 | 17 |
GPN | GLOBAL PMTS INC | 17 | 17 | 0.26% | 0.54% | 0.98% | Q3 2019 | Q3 2023 | 17 |
EEM | ISHARES TR | 11 | 6 | 0.05% | 0.24% | 0.66% | Q2 2013 | Q3 2023 | 17 |
VNQ | Vanguard REIT ETF Index | 12 | 1 | 0.04% | 0.23% | 0.54% | Q1 2018 | Q3 2023 | 17 |
WFC | WELLS FARGO CO NEW | 16 | 1 | 0.05% | 0.22% | 0.32% | Q4 2014 | Q4 2019 | 17 |
KHC | KRAFT HEINZ CO | 13 | 4 | 0.03% | 0.13% | 0.23% | Q3 2015 | Q3 2023 | 17 |
VB | Vanguard Small Cap ETF | 16 | 1 | 0.01% | 0.12% | 0.23% | Q1 2018 | Q3 2023 | 17 |
NI | NISOURCE INC | 12 | 5 | 0.02% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 17 |
BCR | BARD C R INC | 16 | 16 | 0.56% | 1.25% | 1.50% | Q4 2013 | Q3 2017 | 16 |
BDX | BECTON DICKINSON & CO | 15 | 1 | 0.03% | 0.91% | 1.06% | Q4 2016 | Q4 2020 | 16 |
EL | LAUDER ESTEE COS INC | 16 | 16 | 0.02% | 0.50% | 0.86% | Q3 2019 | Q2 2023 | 16 |
IUSV | ISHARES TR | 9 | 1 | 0.03% | 0.21% | 0.49% | Q2 2017 | Q2 2022 | 16 |
NOBL | PROSHARES TR | 16 | 16 | 0.10% | 0.16% | 0.34% | Q4 2019 | Q3 2023 | 16 |
PLD | PROLOGIS INC. | 15 | 1 | 0.04% | 0.06% | 0.11% | Q1 2018 | Q3 2023 | 16 |
SPYG | SPDR SER TR | 12 | 4 | 0.02% | 0.05% | 0.11% | Q3 2019 | Q3 2023 | 16 |
VIG | VANGUARD SPECIALIZED F... | 12 | 1 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 16 |
IWN | ISHARES TR | 13 | 1 | 0.02% | 0.98% | 1.94% | Q1 2018 | Q3 2023 | 15 |
FAST | FASTENAL CO | 14 | 1 | 0.05% | 0.37% | 0.91% | Q1 2016 | Q4 2019 | 15 |
VTV | Vanguard Index Value ETF | 12 | 1 | 0.01% | 0.18% | 0.38% | Q3 2017 | Q3 2023 | 15 |
ADP | AUTOMATIC DATA PROCESS... | 14 | 1 | 0.01% | 0.17% | 0.21% | Q1 2018 | Q3 2023 | 15 |
CODI | Compass Diversified Ho... | 13 | 2 | 0.02% | 0.10% | 0.14% | Q1 2015 | Q4 2021 | 15 |
AGG | ISHARES TR | 12 | 1 | 0.21% | 5.13% | 7.02% | Q2 2013 | Q3 2023 | 14 |
IVE | ISHARES TR | 13 | 1 | 0.02% | 3.43% | 7.39% | Q4 2019 | Q3 2023 | 14 |
QUAL | ISHARES TR | 14 | 14 | 0.21% | 1.82% | 6.64% | Q2 2020 | Q3 2023 | 14 |
VBR | Vanguard Small Cap Val... | 12 | 1 | 0.01% | 0.44% | 1.02% | Q1 2018 | Q3 2023 | 14 |
PPG | PPG Industries | 13 | 1 | 0.03% | 0.31% | 0.44% | Q2 2013 | Q1 2018 | 14 |
SYY | SYSCO CORP | 11 | 3 | 0.06% | 0.27% | 0.71% | Q4 2017 | Q3 2023 | 14 |
IWO | ISHARES TR | 12 | 1 | 0.01% | 0.20% | 0.54% | Q1 2018 | Q3 2023 | 14 |
TSLA | Tesla Mtrs Inc | 13 | 1 | 0.03% | 0.10% | 0.32% | Q1 2018 | Q3 2023 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.02% | 0.10% | 0.83% | Q2 2020 | Q3 2023 | 14 |
VOO | Vanguard S&P 500 ETF | 12 | 1 | 0.03% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 14 |
IVW | ISHARES TR | 12 | 1 | 0.01% | 0.07% | 0.13% | Q1 2018 | Q3 2023 | 14 |
SCHD | SCHWAB US DIVIDEND EQUITY | 12 | 1 | 0.01% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 14 |
BX | BLACKSTONE INC | 12 | 2 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 14 |
VGT | VANGUARD WORLD FDS | 12 | 1 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 14 |
LQD | ISHARES TR | 12 | 1 | 0.05% | 0.74% | 2.96% | Q2 2013 | Q3 2023 | 13 |
XLK | Technology Select Sect... | 12 | 1 | 0.02% | 0.30% | 1.74% | Q1 2018 | Q3 2023 | 13 |
GD | GENERAL DYNAMICS CORP | 10 | 3 | 0.09% | 0.17% | 0.24% | Q4 2017 | Q3 2023 | 13 |
O | REALTY INCOME CORP | 12 | 1 | 0.00% | 0.08% | 0.18% | Q1 2018 | Q1 2023 | 13 |
UPS | UNITED PARCEL SERVICE INC | 12 | 1 | 0.02% | 0.08% | 0.15% | Q1 2018 | Q3 2023 | 13 |
NEE | NEXTERA ENERGY INC | 12 | 1 | 0.02% | 0.07% | 0.13% | Q1 2018 | Q3 2023 | 13 |
ORCL | ORACLE CORP | 12 | 1 | 0.03% | 0.05% | 0.11% | Q1 2018 | Q3 2023 | 13 |
HCA | HCA HEALTHCARE INC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
CME | CME GROUP INC | 12 | 1 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 13 |
VEA | VANGUARD TAX-MANAGED I... | 12 | 12 | 0.86% | 6.79% | 8.19% | Q4 2020 | Q3 2023 | 12 |
IGSB | ISHARES TR | 12 | 12 | 0.56% | 3.84% | 5.82% | Q4 2020 | Q3 2023 | 12 |
IEFA | ISHARES TR | 12 | 12 | 0.44% | 3.09% | 3.94% | Q4 2020 | Q3 2023 | 12 |
GOVT | ISHARES TR | 12 | 12 | 0.61% | 1.73% | 4.51% | Q4 2020 | Q3 2023 | 12 |
VONV | VANGUARD SCOTTSDALE FDS | 12 | 12 | 0.42% | 1.64% | 2.99% | Q4 2020 | Q3 2023 | 12 |
IEMG | ISHARES INC | 12 | 12 | 0.04% | 1.39% | 3.74% | Q4 2020 | Q3 2023 | 12 |
IWL | ISHARES TR | 12 | 12 | 0.02% | 1.29% | 2.85% | Q4 2020 | Q3 2023 | 12 |
MUB | ISHARES TR | 12 | 12 | 0.09% | 1.23% | 1.91% | Q4 2020 | Q3 2023 | 12 |
EFG | ISHARES TR | 12 | 12 | 0.12% | 0.93% | 1.87% | Q4 2020 | Q3 2023 | 12 |
WCC | WESCO INTL INC | 10 | 1 | 0.02% | 0.88% | 2.86% | Q2 2013 | Q1 2018 | 12 |
FDS | FACTSET RESH SYS INC | 10 | 1 | 0.02% | 0.84% | 1.44% | Q4 2013 | Q4 2021 | 12 |
USIG | ISHARES TR | 12 | 12 | 0.04% | 0.76% | 0.96% | Q4 2020 | Q3 2023 | 12 |
MBB | ISHARES TR | 12 | 12 | 0.06% | 0.63% | 0.93% | Q4 2020 | Q3 2023 | 12 |
BND | VANGUARD BD INDEX FDS | 12 | 12 | 0.18% | 0.61% | 1.20% | Q4 2020 | Q3 2023 | 12 |
J | JACOBS ENGR GROUP INC | 12 | 12 | 0.44% | 0.56% | 0.88% | Q3 2019 | Q2 2022 | 12 |
SPGI | S&P GLOBAL INC | 11 | 1 | 0.02% | 0.46% | 0.90% | Q1 2020 | Q1 2023 | 12 |
VBK | VANGUARD INDEX FDS | 12 | 12 | 0.22% | 0.37% | 0.85% | Q4 2020 | Q3 2023 | 12 |
QQQ | INVESCO QQQ TR | 12 | 12 | 0.22% | 0.30% | 0.45% | Q4 2020 | Q3 2023 | 12 |
VWO | VANGUARD INTL EQUITY I... | 12 | 12 | 0.09% | 0.29% | 0.62% | Q4 2020 | Q3 2023 | 12 |
BNDX | VANGUARD CHARLOTTE FDS | 12 | 12 | 0.03% | 0.26% | 0.90% | Q4 2020 | Q3 2023 | 12 |
FVD | FIRST TR VALUE LINE DI... | 12 | 12 | 0.16% | 0.24% | 0.40% | Q4 2020 | Q3 2023 | 12 |
ESGU | ISHARES TR | 12 | 12 | 0.06% | 0.20% | 0.28% | Q4 2020 | Q3 2023 | 12 |
RTM | INVESCO EXCHANGE TRADE... | 12 | 12 | 0.08% | 0.20% | 0.44% | Q4 2020 | Q3 2023 | 12 |
VGIT | VANGUARD SCOTTSDALE FDS | 12 | 12 | 0.02% | 0.18% | 0.65% | Q4 2020 | Q3 2023 | 12 |
HEFA | ISHARES TR | 12 | 12 | 0.05% | 0.17% | 0.40% | Q4 2020 | Q3 2023 | 12 |
VEU | VANGUARD INTL EQUITY I... | 12 | 12 | 0.06% | 0.17% | 0.33% | Q4 2020 | Q3 2023 | 12 |
IGIB | ISHARES TR | 7 | 5 | 0.02% | 0.17% | 0.49% | Q3 2013 | Q2 2022 | 12 |
ANGL | VANECK VECTORS ETF TR | 12 | 12 | 0.05% | 0.16% | 0.39% | Q4 2020 | Q3 2023 | 12 |
RSP | INVESCO EXCHANGE TRADE... | 12 | 12 | 0.11% | 0.15% | 0.29% | Q4 2020 | Q3 2023 | 12 |
IEI | ISHARES TR | 12 | 12 | 0.03% | 0.15% | 0.31% | Q4 2020 | Q3 2023 | 12 |
EMR | Emerson Electric | 9 | 1 | 0.02% | 0.12% | 0.22% | Q1 2018 | Q1 2022 | 12 |
GIS | GENERAL MLS INC | 12 | 12 | 0.01% | 0.11% | 0.14% | Q2 2015 | Q1 2018 | 12 |
GUNR | FLEXSHARES TR | 12 | 12 | 0.04% | 0.11% | 0.29% | Q4 2020 | Q3 2023 | 12 |
SCHM | Schwab US Mid-Cap ETF | 11 | 1 | 0.05% | 0.10% | 0.14% | Q2 2017 | Q2 2020 | 12 |
USMV | ISHARES TR | 12 | 12 | 0.04% | 0.10% | 0.39% | Q4 2020 | Q3 2023 | 12 |
PHM | Pulte Homes, Inc. | 12 | 12 | 0.08% | 0.10% | 0.11% | Q1 2017 | Q4 2019 | 12 |
VLUE | ISHARES TR | 12 | 12 | 0.03% | 0.09% | 0.37% | Q4 2020 | Q3 2023 | 12 |
VCSH | VANGUARD SCOTTSDALE FDS | 12 | 12 | 0.02% | 0.08% | 0.21% | Q4 2020 | Q3 2023 | 12 |
QTEC | FIRST TR NASDAQ 100 TE... | 12 | 12 | 0.05% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
AOA | ISHARES TR | 11 | 1 | 0.05% | 0.08% | 0.20% | Q4 2013 | Q3 2023 | 12 |
SLYV | SPDR SER TR | 12 | 12 | 0.04% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 12 |
FOCT | FIRST TR EXCHNG TRADED... | 12 | 12 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
IVOO | VANGUARD ADMIRAL FDS INC | 12 | 12 | 0.05% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
SLYG | SPDR SER TR | 12 | 12 | 0.02% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 12 |
DOCT | FIRST TR EXCHNG TRADED... | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
FSEP | FIRST TR EXCHNG TRADED... | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
DGRO | ISHARES TR | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
IWY | ISHARES TR | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
PKG | PACKAGING CORP AMER | 12 | 12 | 0.04% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
MAA | Mid-America Apartment ... | 11 | 1 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q4 2022 | 12 |
ITOT | ISHARES TR | 12 | 12 | 0.02% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 12 |
SPTM | SPDR SER TR | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
DSEP | FIRST TR EXCHNG TRADED... | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
AOM | ISHARES TR | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
ISRG | INTUITIVE SURGICAL INC | 7 | 1 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 12 |
EZM | WISDOMTREE TR | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
GLD | SPDR GOLD TR | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
LNT | ALLIANT ENERGY CORP | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
IOO | ISHARES TR | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
IDA | IDACORP INC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
STRM | STREAMLINE HEALTH SOLU... | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MDNA | MEDICENNA THERAPEUTICS... | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
EMLP | First Trust North Amer... | 11 | 11 | 0.08% | 1.72% | 4.00% | Q3 2017 | Q1 2020 | 11 |
VAL | VALSPAR CORP | 11 | 11 | 0.27% | 1.14% | 1.64% | Q4 2013 | Q2 2016 | 11 |
SCHF | SCHWAB STRATEGIC TR | 11 | 11 | 0.61% | 0.80% | 1.16% | Q1 2021 | Q3 2023 | 11 |
JJSF | J & J SNACK FOODS CORP | 11 | 11 | 0.06% | 0.56% | 1.09% | Q1 2016 | Q3 2018 | 11 |
ISTB | ISHARES TR | 11 | 11 | 0.24% | 0.42% | 0.63% | Q1 2021 | Q3 2023 | 11 |
IDV | ISHARES TR | 11 | 11 | 0.02% | 0.35% | 0.50% | Q1 2021 | Q3 2023 | 11 |
SPEM | SPDR INDEX SHS FDS | 11 | 11 | 0.22% | 0.33% | 0.49% | Q1 2021 | Q3 2023 | 11 |
USHY | ISHARES TR | 11 | 11 | 0.22% | 0.30% | 0.35% | Q1 2021 | Q3 2023 | 11 |
TIP | ISHARES TR | 11 | 11 | 0.02% | 0.29% | 0.85% | Q1 2021 | Q3 2023 | 11 |
SUB | ISHARES TR | 11 | 11 | 0.13% | 0.24% | 0.37% | Q1 2021 | Q3 2023 | 11 |
SPDW | SPDR INDEX SHS FDS | 11 | 11 | 0.18% | 0.21% | 0.26% | Q1 2021 | Q3 2023 | 11 |
SPG | Simon Property Group | 11 | 11 | 0.10% | 0.17% | 0.25% | Q3 2017 | Q1 2020 | 11 |
KXI | ISHARES TR | 11 | 11 | 0.12% | 0.15% | 0.18% | Q1 2021 | Q3 2023 | 11 |
ESGD | ISHARES TR | 11 | 11 | 0.02% | 0.15% | 0.21% | Q1 2021 | Q3 2023 | 11 |
SPYV | SPDR S&P 500 Value ETF | 7 | 1 | 0.02% | 0.11% | 0.19% | Q4 2017 | Q2 2021 | 11 |
AOR | ISHARES TR | 11 | 11 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 11 |
AGR | AVANGRID INC | 8 | 1 | 0.02% | 0.06% | 0.08% | Q3 2017 | Q1 2021 | 11 |
XLE | SELECT SECTOR SPDR TR | 6 | 1 | 0.00% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 11 |
DEM | WISDOMTREE TR | 11 | 11 | 0.03% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
LSI | LIFE STORAGE INC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 11 |
BNL | BROADSTONE NET LEASE INC | 11 | 11 | 0.01% | 0.04% | 0.16% | Q1 2021 | Q3 2023 | 11 |
BMY | BRISTOL-MYERS SQUIBB CO | 10 | 1 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q1 2023 | 11 |
WEC | WEC ENERGY GROUP INC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
ARG | AIRGAS INC | 10 | 10 | 0.14% | 1.00% | 1.54% | Q4 2013 | Q1 2016 | 10 |
VTEB | VANGUARD MUN BD FDS | 10 | 10 | 0.05% | 0.87% | 2.32% | Q2 2021 | Q3 2023 | 10 |
GWW | GRAINGER W W INC | 7 | 3 | 0.08% | 0.56% | 1.44% | Q4 2013 | Q3 2023 | 10 |
AVGO | BROADCOM INC | 9 | 1 | 0.01% | 0.45% | 0.72% | Q1 2018 | Q3 2023 | 10 |
AKAM | AKAMAI TECHNOLOGIES INC | 10 | 10 | 0.02% | 0.45% | 0.87% | Q3 2019 | Q4 2021 | 10 |
ROK | ROCKWELL AUTOMATION INC | 7 | 1 | 0.03% | 0.38% | 1.00% | Q2 2013 | Q3 2023 | 10 |
OSK | OSHKOSH CORP | 7 | 3 | 0.10% | 0.15% | 0.26% | Q4 2013 | Q1 2018 | 10 |
UNP | Union Pacific | 7 | 1 | 0.01% | 0.09% | 0.18% | Q1 2015 | Q3 2023 | 10 |
PGX | Powershs Exch Trad Fd Tr | 10 | 10 | 0.06% | 0.09% | 0.10% | Q4 2015 | Q1 2018 | 10 |
SUSA | ISHARES TR | 8 | 1 | 0.02% | 0.06% | 0.07% | Q1 2018 | Q4 2021 | 10 |
SCHE | SCHWAB STRATEGIC TR | 8 | 2 | 0.02% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 10 |
ESGE | ISHARES INC | 10 | 10 | 0.02% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
AZN | ASTRAZENECA PLC | 9 | 1 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 10 |
NXPI | NXP SEMICONDUCTORS N V | 7 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
EMXC | ISHARES INC | 9 | 9 | 1.39% | 1.60% | 1.77% | Q3 2021 | Q3 2023 | 9 |
ATR | APTARGROUP INC | 9 | 9 | 0.09% | 0.71% | 1.09% | Q3 2016 | Q3 2018 | 9 |
ANTM | ELEVANCE HEALTH INC | 6 | 1 | 0.02% | 0.42% | 0.69% | Q1 2018 | Q4 2022 | 9 |
KMX | CARMAX INC | 9 | 9 | 0.02% | 0.36% | 0.58% | Q3 2020 | Q3 2022 | 9 |
AFL | AFLAC INC | 4 | 1 | 0.05% | 0.26% | 1.16% | Q3 2013 | Q4 2019 | 9 |
EMB | ISHARES TR | 9 | 9 | 0.11% | 0.17% | 0.23% | Q1 2021 | Q1 2023 | 9 |
SWK | STANLEY BLACK & DECKER... | 8 | 1 | 0.02% | 0.17% | 0.34% | Q4 2020 | Q2 2023 | 9 |
CELG | CELGENE CORP | 9 | 9 | 0.04% | 0.14% | 0.21% | Q1 2016 | Q1 2018 | 9 |
MET | MetLife Insurance | 9 | 9 | 0.06% | 0.13% | 0.18% | Q1 2018 | Q1 2020 | 9 |
DWX | SPDR INDEX SHS FDS | 9 | 9 | 0.03% | 0.08% | 0.12% | Q1 2021 | Q1 2023 | 9 |
SUSC | ISHARES TR | 9 | 9 | 0.03% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
BIP | Brookfield Infrastructure | 3 | 3 | 0.02% | 0.04% | 0.08% | Q3 2017 | Q2 2022 | 9 |
TFC | TRUIST FINL CORP | 8 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 9 |
ISCG | ISHARES TR | 7 | 2 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 9 |
NSC | NORFOLK SOUTHN CORP | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
FITB | FIFTH THIRD BANCORP | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 9 |
SPLV | INVESCO EXCH TRADED FD... | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 9 |
RWO | SPDR INDEX SHS FDS | 6 | 2 | 0.80% | 3.43% | 4.77% | Q2 2014 | Q4 2018 | 8 |
FV | First Trust Dorsey Wri... | 7 | 1 | 0.01% | 2.07% | 3.01% | Q1 2015 | Q1 2018 | 8 |
EFX | EQUIFAX INC | 7 | 1 | 0.00% | 0.98% | 1.26% | Q4 2015 | Q1 2018 | 8 |
QQQJ | INVESCO EXCH TRADED FD... | 8 | 8 | 0.04% | 0.77% | 1.66% | Q4 2021 | Q3 2023 | 8 |
XLF | SELECT SECTOR SPDR TR | 4 | 1 | 0.01% | 0.26% | 0.99% | Q1 2018 | Q3 2023 | 8 |
SMMF | SUMMIT FINANCIAL GROUP... | 8 | 8 | 0.12% | 0.15% | 0.22% | Q3 2013 | Q2 2015 | 8 |
BOND | PIMCO ETF TR | 6 | 2 | 0.02% | 0.12% | 0.44% | Q3 2013 | Q2 2022 | 8 |
IEF | ISHARES TR | 8 | 8 | 0.03% | 0.10% | 0.26% | Q4 2020 | Q3 2022 | 8 |
JNK | SPDR SER TR | 8 | 8 | 0.03% | 0.08% | 0.19% | Q4 2020 | Q3 2022 | 8 |
ACWI | ISHARES TR | 8 | 8 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q4 2022 | 8 |
DNOV | FIRST TR EXCHNG TRADED... | 8 | 8 | 0.02% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
XJH | ISHARES TR | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
SUSB | ISHARES TR | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
HYXF | ISHARES TR | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
VAW | VANGUARD WORLD FDS | 7 | 1 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q2 2022 | 8 |
VCIT | VANGUARD SCOTTSDALE FDS | 7 | 1 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 8 |
IAGG | ISHARES TR | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
DDEC | FIRST TR EXCHNG TRADED... | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
COWZ | PACER FDS TR | 7 | 7 | 0.26% | 1.41% | 2.38% | Q1 2022 | Q3 2023 | 7 |
F | FORD MTR CO DEL | 5 | 2 | 0.17% | 0.31% | 0.45% | Q3 2013 | Q4 2018 | 7 |
XLV | SELECT SECTOR SPDR TR | 7 | 7 | 0.02% | 0.30% | 0.97% | Q1 2022 | Q3 2023 | 7 |
VDE | VANGUARD WORLD FDS | 6 | 1 | 0.00% | 0.26% | 0.41% | Q1 2018 | Q3 2023 | 7 |
PCG | PG&E CORP | 7 | 7 | 0.15% | 0.16% | 0.18% | Q1 2016 | Q3 2017 | 7 |
FNOV | FIRST TR EXCHNG TRADED... | 7 | 7 | 0.06% | 0.14% | 0.19% | Q1 2022 | Q3 2023 | 7 |
HYG | ISHARES TR | 7 | 7 | 0.02% | 0.07% | 0.16% | Q4 2020 | Q2 2022 | 7 |
ITW | Illinois Tool Works | 6 | 1 | 0.02% | 0.06% | 0.16% | Q1 2018 | Q3 2023 | 7 |
FDEC | FIRST TR EXCHNG TRADED... | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
BA | BOEING CO | 3 | 1 | 0.02% | 0.05% | 0.13% | Q1 2018 | Q1 2023 | 7 |
MPC | Marathon Petroleum Corp | 4 | 1 | 0.02% | 0.04% | 0.10% | Q1 2018 | Q1 2023 | 7 |
CHCO | City Holding Company | 5 | 2 | 0.03% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 7 |
IPKW | INVESCO EXCH TRADED FD... | 7 | 7 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q2 2022 | 7 |
XAR | SPDR SER TR | 6 | 1 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 7 |
PNC | PNC FINL SVCS GROUP INC | 6 | 1 | 0.02% | 0.02% | 0.05% | Q1 2018 | Q1 2022 | 7 |
ESML | ISHARES TR | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MLPI | UBS AG JERSEY BRH | 6 | 6 | 6.97% | 7.87% | 8.99% | Q2 2013 | Q3 2014 | 6 |
UNTCQ | UNIT CORP | 6 | 6 | 0.50% | 1.20% | 2.36% | Q2 2013 | Q3 2014 | 6 |
MUNI | PIMCO ETF TR | 6 | 6 | 0.84% | 1.18% | 1.60% | Q2 2022 | Q3 2023 | 6 |
DJP | BARCLAYS BK PLC | 6 | 6 | 0.38% | 0.93% | 1.86% | Q2 2013 | Q3 2014 | 6 |
SRCL | STERICYCLE INC | 6 | 6 | 0.50% | 0.77% | 0.94% | Q1 2015 | Q2 2016 | 6 |
APA | APACHE CORP | 6 | 6 | 0.20% | 0.69% | 1.71% | Q2 2013 | Q3 2014 | 6 |
NTAP | Network Appliance | 6 | 6 | 0.48% | 0.64% | 0.72% | Q1 2018 | Q2 2019 | 6 |
CCL | CARNIVAL CORP | 6 | 6 | 0.59% | 0.62% | 0.69% | Q1 2018 | Q2 2019 | 6 |
FDX | FEDEX CORP | 6 | 6 | 0.36% | 0.48% | 0.59% | Q1 2018 | Q2 2019 | 6 |
AJG | GALLAGHER ARTHUR J & CO | 5 | 1 | 0.02% | 0.33% | 0.45% | Q1 2018 | Q3 2023 | 6 |
MKC | MCCORMICK & CO INC | 6 | 6 | 0.08% | 0.32% | 0.59% | Q3 2017 | Q4 2018 | 6 |
COP | CONOCOPHILLIPS | 2 | 1 | 0.00% | 0.19% | 0.31% | Q3 2013 | Q1 2018 | 6 |
DVYE | ISHARES INC | 6 | 6 | 0.16% | 0.17% | 0.18% | Q1 2021 | Q2 2022 | 6 |
AXP | AMERICAN EXPRESS CO | 5 | 1 | 0.01% | 0.16% | 0.28% | Q4 2014 | Q1 2018 | 6 |
QQQE | DIREXION SHS ETF TR | 6 | 6 | 0.08% | 0.11% | 0.16% | Q2 2022 | Q3 2023 | 6 |
DWDP | DOWDUPONT INC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q3 2017 | Q4 2018 | 6 |
PSQ | PROSHARES TR | 6 | 6 | 0.03% | 0.08% | 0.15% | Q2 2022 | Q3 2023 | 6 |
BUFR | FIRST TR EXCHNG TRADED... | 6 | 6 | 0.02% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
XLI | SELECT SECTOR SPDR TR | 4 | 1 | 0.02% | 0.08% | 0.34% | Q2 2013 | Q3 2023 | 6 |
FMAY | FIRST TR EXCHNG TRADED... | 6 | 6 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
FJUN | FIRST TR EXCHNG TRADED... | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
FAPR | FIRST TR EXCHNG TRADED... | 6 | 6 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
VCLT | VANGUARD SCOTTSDALE FDS | 6 | 6 | 0.02% | 0.06% | 0.16% | Q4 2020 | Q1 2022 | 6 |
BAC | Bank of America | 3 | 1 | 0.02% | 0.06% | 0.09% | Q1 2018 | Q4 2022 | 6 |
FMAR | FIRST TR EXCHNG TRADED... | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
JPIN | J P MORGAN EXCHANGE-TR... | 6 | 6 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q1 2022 | 6 |
USRT | ISHARES TR | 6 | 6 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q1 2022 | 6 |
PGX | INVESCO EXCH TRADED FD... | 6 | 6 | 0.02% | 0.04% | 0.04% | Q3 2019 | Q4 2020 | 6 |
CTVA | CORTEVA INC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
VYM | VANGUARD WHITEHALL FDS | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
DOW | DOW INC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
MRNA | MODERNA INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
SPTI | SPDR SER TR | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 6 |
NVDA | NVIDIA CORPORATION | 3 | 1 | 0.02% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 6 |
VXF | VANGUARD INDEX FDS | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
USXF | ISHARES TR | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
LHX | L3HARRIS TECHNOLOGIES INC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
BUFD | FIRST TR EXCHNG TRADED... | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
DFEB | FIRST TR EXCHNG TRADED... | 4 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 6 |
EXC | EXELON CORP | 5 | 5 | 0.25% | 0.78% | 1.76% | Q2 2013 | Q2 2014 | 5 |
TSS | TOTAL SYS SVCS INC | 5 | 5 | 0.46% | 0.68% | 0.95% | Q2 2018 | Q2 2019 | 5 |
EAT | BRINKER INTL INC | 5 | 5 | 0.15% | 0.59% | 0.82% | Q1 2018 | Q1 2019 | 5 |
ATVI | ACTIVISION BLIZZARD INC | 5 | 5 | 0.34% | 0.52% | 0.80% | Q3 2020 | Q3 2021 | 5 |
SJM | SMUCKER J M CO | 4 | 1 | 0.02% | 0.52% | 0.95% | Q1 2016 | Q1 2018 | 5 |
IMCG | ISHARES TR | 5 | 5 | 0.06% | 0.46% | 0.74% | Q3 2022 | Q3 2023 | 5 |
JACOBS SOLUTIONS INC | 5 | 5 | 0.39% | 0.43% | 0.46% | Q3 2022 | Q3 2023 | 5 | |
KYE | KAYNE ANDERSON ENRGY T... | 3 | 2 | 0.19% | 0.33% | 0.50% | Q2 2013 | Q3 2014 | 5 |
LIN | LINDE PLC | 5 | 5 | 0.27% | 0.32% | 0.38% | Q4 2021 | Q4 2022 | 5 |
NVO | Novo Nordisk A/S ADR | 2 | 1 | 0.00% | 0.21% | 0.32% | Q4 2013 | Q3 2023 | 5 |
PRU | PRUDENTIAL FINL INC | 4 | 1 | 0.04% | 0.11% | 0.13% | Q2 2015 | Q1 2018 | 5 |
IXN | ISHARES TR | 5 | 5 | 0.02% | 0.09% | 0.36% | Q4 2020 | Q4 2021 | 5 |
MRO | MARATHON OIL CORP | 5 | 5 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q4 2018 | 5 |
AMT | AMERICAN TOWER CORP NEW | 4 | 1 | 0.00% | 0.08% | 0.11% | Q1 2018 | Q4 2022 | 5 |
ARKQ | ARK Industrial Innovat... | 3 | 1 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q4 2020 | 5 |
LPT | Liberty Property Trust | 4 | 1 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q4 2019 | 5 |
SPLB | SPDR SER TR | 5 | 5 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q4 2021 | 5 |
FJUL | FIRST TR EXCHNG TRADED... | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
CCI | CROWN CASTLE INTL CORP... | 2 | 1 | 0.02% | 0.02% | 0.04% | Q1 2018 | Q1 2022 | 5 |
DON | WISDOMTREE TR | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2021 | 5 |
ED | CONSOLIDATED EDISON INC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2023 | 5 |
WAG | WALGREEN CO | 4 | 4 | 0.96% | 1.35% | 1.67% | Q4 2013 | Q3 2014 | 4 |
FXN | FIRST TR EXCHANGE TRAD... | 4 | 4 | 1.08% | 1.32% | 1.52% | Q4 2014 | Q3 2015 | 4 |
AZO | AUTOZONE INC | 3 | 1 | 0.01% | 1.20% | 1.85% | Q4 2013 | Q1 2018 | 4 |
PX | PRAXAIR INC | 3 | 1 | 0.01% | 0.86% | 1.38% | Q4 2013 | Q1 2018 | 4 |
MTB | M & T BK CORP | 4 | 4 | 0.22% | 0.78% | 1.27% | Q2 2013 | Q1 2014 | 4 |
DRI | DARDEN RESTAURANTS INC | 4 | 4 | 0.60% | 0.68% | 0.74% | Q1 2019 | Q4 2019 | 4 |
CPB | CAMPBELL SOUP CO | 3 | 1 | 0.01% | 0.54% | 0.83% | Q1 2016 | Q1 2018 | 4 |
RPM | RPM INTL INC | 4 | 4 | 0.36% | 0.50% | 0.75% | Q3 2020 | Q2 2021 | 4 |
OEF | ISHARES TR | 4 | 4 | 0.29% | 0.31% | 0.32% | Q4 2022 | Q3 2023 | 4 |
IUSG | ISHARES TR | 4 | 4 | 0.18% | 0.24% | 0.28% | Q3 2019 | Q2 2020 | 4 |
RSP | RYDEX ETF TRUST | 4 | 4 | 0.20% | 0.23% | 0.25% | Q4 2013 | Q3 2014 | 4 |
XCEM | COLUMBIA ETF TR II | 4 | 4 | 0.22% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
IWX | ISHARES TR | 4 | 4 | 0.20% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
SPHQ | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.13% | 0.20% | 0.36% | Q4 2022 | Q3 2023 | 4 |
VIGI | VANGUARD WHITEHALL FDS | 4 | 4 | 0.02% | 0.08% | 0.16% | Q4 2022 | Q3 2023 | 4 |
WSBC | WESBANCO INC | 4 | 4 | 0.04% | 0.08% | 0.10% | Q2 2017 | Q1 2018 | 4 |
IDHQ | INVESCO EXCH TRADED FD... | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
VMBS | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2021 | 4 |
FAUG | FIRST TR EXCHNG TRADED... | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
XSLV | INVESCO EXCH TRADED FD... | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
EBND | SPDR SER TR | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
AR | ANTERO RESOURCES CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
BBBY | BED BATH & BEYOND INC | 3 | 3 | 1.14% | 1.35% | 1.60% | Q4 2013 | Q2 2014 | 3 |
ROST | ROSS STORES INC | 3 | 3 | 0.94% | 1.25% | 1.48% | Q4 2013 | Q2 2014 | 3 |
PDCO | PATTERSON COMPANIES INC | 3 | 3 | 0.60% | 1.02% | 1.30% | Q4 2013 | Q2 2014 | 3 |
DFAT | DIMENSIONAL ETF TRUST | 3 | 3 | 0.85% | 0.89% | 0.92% | Q1 2023 | Q3 2023 | 3 |
ISCF | ISHARES TR | 3 | 3 | 0.53% | 0.62% | 0.71% | Q1 2023 | Q3 2023 | 3 |
NUAN | NUANCE COMMUNICATIONS INC | 3 | 3 | 0.15% | 0.62% | 0.99% | Q2 2013 | Q4 2013 | 3 |
LINDE PLC | 3 | 3 | 0.39% | 0.40% | 0.41% | Q1 2023 | Q3 2023 | 3 | |
ZBH | Zimmer Biomet Holdings... | 3 | 3 | 0.06% | 0.37% | 0.56% | Q3 2017 | Q1 2018 | 3 |
KMI | KINDER MORGAN INC DEL | 3 | 3 | 0.14% | 0.36% | 0.80% | Q1 2015 | Q3 2015 | 3 |
HSIC | SCHEIN HENRY INC | 3 | 3 | 0.04% | 0.30% | 0.52% | Q3 2017 | Q1 2018 | 3 |
KRFT | KRAFT FOODS GROUP INC | 3 | 3 | 0.24% | 0.27% | 0.32% | Q4 2014 | Q2 2015 | 3 |
CNC | CENTENE CORP DEL | 3 | 3 | 0.23% | 0.27% | 0.30% | Q3 2022 | Q1 2023 | 3 |
GOOGL | GOOGLE INC | 2 | 1 | 0.20% | 0.22% | 0.26% | Q4 2013 | Q2 2015 | 3 |
OXY | Occidental Petroleum | 2 | 1 | 0.01% | 0.20% | 0.32% | Q3 2013 | Q1 2018 | 3 |
MCK | McKesson HBOC Inc | 2 | 1 | 0.02% | 0.17% | 0.27% | Q1 2018 | Q3 2023 | 3 |
PDBC | INVESCO ACTVELY MNGD E... | 3 | 3 | 0.03% | 0.15% | 0.23% | Q2 2022 | Q4 2022 | 3 |
SWHC | SMITH & WESSON HLDG CORP | 3 | 3 | 0.13% | 0.14% | 0.16% | Q3 2013 | Q1 2014 | 3 |
IHI | ISHARES TR | 2 | 1 | 0.03% | 0.12% | 0.27% | Q4 2019 | Q1 2021 | 3 |
UAA | UNDER ARMOUR INC | 2 | 1 | 0.01% | 0.11% | 0.17% | Q4 2015 | Q1 2018 | 3 |
FIW | First Trust ISE Water Idx | 2 | 1 | 0.01% | 0.09% | 0.14% | Q1 2018 | Q1 2023 | 3 |
WELL | Welltower Inc Com | 2 | 1 | 0.02% | 0.08% | 0.12% | Q2 2016 | Q1 2018 | 3 |
GPC | GENUINE PARTS CO | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
HBAN | HUNTINGTON BANCSHARES INC | 2 | 1 | 0.00% | 0.08% | 0.13% | Q2 2013 | Q1 2018 | 3 |
ALGT | ALLEGIANT TRAVEL CO | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2017 | Q2 2018 | 3 |
VT | VANGUARD INTL EQUITY I... | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
SQ | Square Inc Cl A | 1 | 1 | 0.04% | 0.06% | 0.08% | Q1 2018 | Q1 2019 | 3 |
OKE | ONEOK INC NEW | 2 | 1 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q4 2019 | 3 |
ARCC | Ares Capital Corporation | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 3 |
VV | Vanguard Large Cap ETF | 1 | 1 | 0.03% | 0.05% | 0.06% | Q1 2018 | Q4 2019 | 3 |
XT | ISHARES TR | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
WFTIQ | WEATHERFORD INTL PLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q3 2017 | 3 |
CWB | SPDR SER TR | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2021 | 3 |
HON | HONEYWELL INTL INC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q1 2023 | 3 |
DMAR | FIRST TR EXCHNG TRADED... | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
AMLP | ALPS ETF TR | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
ROBO | ROBO Global Robotics &... | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 3 |
ICLN | ISHARES TR | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
BLL | BALL CORP | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 3 |
DRE | DUKE REALTY CORP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
WU | WESTERN UN CO | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
SOXX | ISHARES TR | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
FFEB | FIRST TR EXCHNG TRADED... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
DJUL | FIRST TR EXCHNG TRADED... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
SDY | SPDR SER TR | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 3 |
PNFP | PINNACLE FINL PARTNERS... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
XLRE | SELECT SECTOR SPDR TR | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 3 |
UNG | UNITED STS NAT GAS FD LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
RCI | ROGERS COMMUNICATIONS INC | 2 | 2 | 0.67% | 0.72% | 0.77% | Q2 2013 | Q3 2013 | 2 |
EWJ | ISHARES | 2 | 2 | 0.46% | 0.51% | 0.56% | Q3 2013 | Q4 2013 | 2 |
6699SC | ISHARES | 2 | 2 | 0.40% | 0.44% | 0.48% | Q3 2013 | Q4 2013 | 2 |
AAN | AARONS INC | 2 | 2 | 0.42% | 0.44% | 0.46% | Q3 2019 | Q4 2019 | 2 |
EMC | E M C CORP MASS | 2 | 2 | 0.36% | 0.37% | 0.37% | Q2 2013 | Q3 2013 | 2 |
MDT | MEDTRONIC INC | 2 | 2 | 0.27% | 0.28% | 0.29% | Q3 2013 | Q4 2013 | 2 |
EPD | Enterprise Products Pp... | 1 | 1 | 0.06% | 0.27% | 0.48% | Q2 2015 | Q1 2018 | 2 |
JPMB | J P MORGAN EXCHANGE TR... | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
EWG | ISHARES | 2 | 2 | 0.23% | 0.24% | 0.24% | Q3 2013 | Q4 2013 | 2 |
MNST | MONSTER BEVERAGE CORP NEW | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
EWL | ISHARES | 2 | 2 | 0.21% | 0.22% | 0.24% | Q3 2013 | Q4 2013 | 2 |
WFT | WEATHERFORD INTERNATIO... | 2 | 2 | 0.16% | 0.18% | 0.20% | Q3 2013 | Q4 2013 | 2 |
CMI | CUMMINS INC | 1 | 1 | 0.05% | 0.13% | 0.21% | Q2 2014 | Q1 2018 | 2 |
HAL | HALLIBURTON CO | 1 | 1 | 0.04% | 0.13% | 0.21% | Q2 2015 | Q1 2018 | 2 |
PXI | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2018 | Q3 2018 | 2 |
EQT | EQT CORP | 1 | 1 | 0.01% | 0.10% | 0.20% | Q4 2013 | Q1 2018 | 2 |
MON | MONSANTO CO NEW | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2017 | Q1 2018 | 2 |
GRID | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
PPL | PPL CORP | 1 | 1 | 0.04% | 0.07% | 0.11% | Q2 2016 | Q1 2018 | 2 |
TLT | ISHARES TR | 2 | 2 | 0.02% | 0.07% | 0.12% | Q4 2020 | Q1 2021 | 2 |
PNRG | PRIMEENERGY RESOURCES ... | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2019 | Q3 2019 | 2 |
LAMR | LAMAR ADVERTISING CO NEW | 1 | 1 | 0.05% | 0.06% | 0.06% | Q1 2018 | Q3 2018 | 2 |
MS | MORGAN STANLEY | 1 | 1 | 0.01% | 0.06% | 0.10% | Q1 2018 | Q3 2023 | 2 |
SCHA | Schwab US Small-Cap ETF | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2019 | 2 |
BABA | ALIBABA GROUP HLDG LTD | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
HYLB | DBX ETF TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
YORW | YORK WTR CO | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q1 2021 | 2 |
DAUG | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
IYW | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2019 | 2 |
XLP | SELECT SECTOR SPDR TR | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2022 | 2 |
XLU | Utilities Sector SPDR | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2022 | 2 |
SIRI | Sirius XM Radio | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 2 |
BGCP | BGC PARTNERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
IBB | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 2 |
VOT | Vanguard Mid Cap Growt... | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 2 |
VCR | VANGUARD WORLD FDS | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 2 |
IYY | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 2 |
AGU | AGRIUM INC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q2 2013 | Q2 2013 | 1 |
TFSL | TFS FINL CORP | 1 | 1 | 1.67% | 1.67% | 1.67% | Q4 2013 | Q4 2013 | 1 |
OKS | ONEOK PARTNERS LP | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2015 | Q2 2015 | 1 |
SYE | SSGA ACTIVE ETF TR | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2020 | Q4 2020 | 1 |
VYMI | VANGUARD WHITEHALL FDS | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
EWQ | ISHARES | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2013 | Q4 2013 | 1 |
EWD | ISHARES | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2013 | Q4 2013 | 1 |
WIN | WINDSTREAM HLDGS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q3 2013 | 1 |
HCN | HEALTH CARE REIT INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2015 | Q2 2015 | 1 |
HME | HOME PROPERTIES INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2015 | Q2 2015 | 1 |
SIRI | SIRIUS XM RADIO INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
WRK | Westrock Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
BX | Blackstone Group | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
SHY | ISHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
VGR | Vector Group Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
FSKR | FS KKR CAP CORP II | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
FUN | Cedar Fair LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
HAS | Hasbro Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
ESS | Essex Ppty Tr Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
EXR | EXTRA SPACE STORAGE INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MMC | Marsh & McLennan Compa... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
TWX | Time Warner | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
TAIL | CAMBRIA ETF TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
HTA | Healthcare Tr Amer Inc... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
EPR | EPR Properties | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
APU | AmeriGas Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
SPTL | SPDR SER TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
BGS | B&G Foods Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
BIIB | Biogen Idec | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
FLO | Flowers Foods | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
SCHV | Schwab US Large-Cap Va... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
YUM | Yum Brands | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
TLH | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
VOE | VANGUARD INDEX FDS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
HII | HUNTINGTON INGALLS IND... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
PFF | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
MGA | Magna International Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
WFCPRL | WELLS FARGO & CO NEW | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
MATW | Matthews Int'l Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
DXC | Dxc Technology Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
SPTS | SPDR SER TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
RWR | SPDR SERIES TRUST | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
VNOPRK | Vornado Realty Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
WPC | W.P. Carey Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
LTC | LTC Properties Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
NVS | Novartis AG ADR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
UN | Unilever | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
ALL | Allstate | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
SCCO | Southern Copper | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
DIA | Diamonds Trust Series I | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
WVFC | WVS Financial Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
CNX | Consol Energy | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
SCHG | SCHWAB STRATEGIC TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MOAT | Market Vectors Wide Mo... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
COG | Cabot Oil & Gas Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
CBFV | CB Financial Services | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
AON | AON PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
DGX | Quest Diagnostics | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
VOOG | VANGUARD ADMIRAL FDS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
XBI | SPDR S&P Biotech ETF | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
MYL | Mylan Laboratories | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
BBT | BB&T | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
TD | TORONTO DOMINION BK ONT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
SYK | Stryker | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
CB | Chubb | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
BIDU | Baidu ADR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
BP | BP PLC ADR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
FJAN | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
RYE | Rydex S&P Equal Weight... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
RTN | Raytheon | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
IR | Ingersoll-Rand A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
CMS | CMS Energy Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Vanguard information ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 | |
LII | Lennox International Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
RMD | Resmed Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
COL | Rockwell Collins | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CPRT | Copart Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
PXQ | Powershares Networking... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
PSA | Public Storage | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
EDIT | Editas Medicine Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
PYPL | Paypal Hldgs Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
FMS | ADR Fresenius Med Care | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
ATI | Allegheny Technologies | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
ANIP | ANI Pharmaceuticals Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
LCII | LCI Industries (former... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
EMN | Eastman Chemical | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
RF | Regions Financial | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
LUV | Southwest Airlines | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
WR | Western Energy Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
GPT | Gramercy Property Trus... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
ICE | Intercontinental Excha... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
FTV | Fortive Corp Com | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
HUM | Humana | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
SNAP | SNAP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
PSX | Phillips 66 | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
XLY | SPDR Consumer Discreti... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
DEO | Diageo ADR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
AOS | A. O. Smith Corporation | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
ALB | Albemarle Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
UA | Under Armour Inc-Class C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
HPQ | Hewlett-Packard | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
RDSA | Royal Dutch Shell PLC ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
A | Agilent Technologies Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
DFS | Discover Financial Ser... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
LEA | Lear Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
LRCX | Lam Research Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
TTM | Tata Motors Ltd (ADR) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
FRT | Federal Rlty Inv Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
DVAX | Dynavax technologies c... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
EHC | Encompass Health Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
STZ | Constellation Brands | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
HPE | Hewlett Packard Enterp... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
TSN | Tyson Foods Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
TPR | Tapestry Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
GS | Goldman Sachs Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
MAR | Marriott International A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
DG | Dollar General | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CY | Cypress Semiconductor ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
SIX | Six Flags Entertainmen... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
EA | Electronic Arts, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
VUSE | Vident Core US Equity | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
QSR | RESTAURANT BRANDS INTL... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
LB | L Brands Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
GSK | GlaxoSmithKline ADR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
SANM | Sanmina Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
HR | Healthcare Realty Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
FHI | Federated Investors B | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
AIG | American International... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CELULARITY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 | |
NMZ | NuveenMuni High Income... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CMG | Chipotle Mexican Grill | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
NWL | Newell Rubbermaid | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CEIX | Consol Energy Inc New | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
EBAY | eBay | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
AET | Aetna | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CBRL | Cracker Barrel Old Cou... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
ASG | LIBERTY ALL-STAR GROWT... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
IWV | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TEL | Tyco Electronics | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
SNY | Sanofi-Aventis ADR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
UBCP | United Bancorp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
UL | Unilever ADR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BTI | British American Tobac... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
VHT | Vanguard Healthcare ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CSRA | CSRA Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
IAC | IAC/InterActiveCorp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NICE | NICE-Systems Ltd ADR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ALGN | Align Technology Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WTR | Aqua America | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
YUMC | Yum China Hldgs Inc Com | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
IP | International Paper | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
HLT | Hilton Hotels Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BMRN | Biomarin Pharmaceutical | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
IJK | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
IJJ | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FCEA | Forest City Enterprise... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TFX | Teleflex Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
C | Citigroup | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
IBUY | Amplify Online Retail ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TWTR | Twitter Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WMS | Advanced Drainage Syst... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
VIS | Vanguard Industrials ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PETS | PetMed Express Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PCAR | PACCAR Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
RYN | Rayonier Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
AABA | Altaba Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
OMC | Omnicom Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
STI | SunTrust Banks | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NOC | Northrop Grumman Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NEM | Newmont Mining | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CBS | CBS B | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ADM | Archer Daniels Midland | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
IWC | IShares Russell Microc... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WDC | Western Digital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
LULU | Lululemon Athletica Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TTE | Total SA ADR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BAX | Baxter International | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SCG | SCANA Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CI | Cigna | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
APH | Amphenol Corp Cl A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SYF | Synchrony Financial | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MSI | Motorola Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BKNG | Booking Hldgs Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CC | Chemours Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
VPU | Vanguard Utilities ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
XLB | Materials Sector SPDR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TRP | Transcanada Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FIT | Fitbit Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
HGV | Hilton Grand Vacations... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PK | Park Hotels and Resort... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TEVA | Teva Pharmaceutical In... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
VSM | Versum Matls Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
DE | Deere & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
DVMT | Dell Technologies Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
X | United States Steel | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CDK | CDK Global Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
EWJ | iShares MSCI Japan ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
VOD | Vodafone Group ADR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
IYZ | iShares Dow Jones US T... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PTN | Palatin Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
RRC | Range Resources | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MPLX | MPLX LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
VOX | Vanguard Telecommunica... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BHF | Brighthouse Finl Inc Com | 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 ISHARES TR, are the highest-conviction holdings of McKinley Carter Wealth Services, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by McKinley Carter Wealth Services, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that McKinley Carter Wealth Services, Inc. owns currently or has owned in the past.