147 is the total number of securities HT Partners LLC has owned. The longest HT Partners LLC has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SCHB | SCHW US BRD MKT ETF | 42 | 42 | 8.46% | 33.39% | 48.04% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON | 42 | 42 | 0.44% | 2.10% | 13.46% | Q2 2013 | Q3 2023 | 42 |
MSFT | MICROSOFT CORP | 42 | 42 | 0.13% | 0.47% | 1.22% | Q2 2013 | Q3 2023 | 42 |
LLY | LILLY ELI & COMPANY | 42 | 42 | 0.12% | 0.31% | 0.67% | Q2 2013 | Q3 2023 | 42 |
T | A T & T INC NEW | 42 | 42 | 0.05% | 0.21% | 1.87% | Q2 2013 | Q3 2023 | 42 |
BSV | Vanguard Short Term Bo... | 31 | 7 | 0.18% | 5.39% | 8.85% | Q2 2013 | Q3 2023 | 38 |
BNDX | VANGUARD TOTAL INTL BD... | 31 | 5 | 0.55% | 6.27% | 9.75% | Q2 2014 | Q3 2023 | 36 |
XLP | SPDR FUND CONSUMER STA... | 19 | 1 | 0.08% | 1.05% | 7.92% | Q2 2013 | Q3 2023 | 36 |
NOBL | PROSHARES TR | 35 | 35 | 0.14% | 0.39% | 2.69% | Q1 2015 | Q3 2023 | 35 |
VZ | VERIZON COMMUNICATN | 18 | 2 | 0.06% | 0.12% | 0.16% | Q1 2014 | Q1 2023 | 33 |
GOOGL | ALPHABET INC. CLASS A | 32 | 32 | 0.12% | 0.28% | 0.57% | Q4 2015 | Q3 2023 | 32 |
GOOG | ALPHABET INC. CLASS C | 32 | 32 | 0.12% | 0.22% | 0.40% | Q4 2015 | Q3 2023 | 32 |
VEA | VANGUARD TAX-MANAGED I... | 31 | 31 | 1.91% | 12.24% | 24.79% | Q1 2016 | Q3 2023 | 31 |
VWO | VANGUARD INTL EQUITY I... | 31 | 31 | 0.63% | 3.17% | 5.86% | Q1 2016 | Q3 2023 | 31 |
BIV | VANGUARD INTERMEDIATE ... | 31 | 31 | 0.35% | 3.09% | 4.46% | Q1 2016 | Q3 2023 | 31 |
BLV | VANGUARD LONG TERM BON... | 31 | 31 | 0.29% | 2.78% | 3.94% | Q1 2016 | Q3 2023 | 31 |
VMBS | VANGUARD SCOTTSDALE FDS | 31 | 31 | 0.27% | 2.27% | 3.98% | Q1 2016 | Q3 2023 | 31 |
SCHX | SCHW US LCAP ETF | 31 | 31 | 0.21% | 1.39% | 17.92% | Q1 2015 | Q3 2022 | 31 |
BRKB | BERKSHIRE HATHAWAY INC... | 29 | 29 | 0.14% | 0.23% | 0.37% | Q3 2016 | Q3 2023 | 29 |
XOM | EXXON MOBIL CORPORATION | 12 | 5 | 0.06% | 0.34% | 2.85% | Q2 2013 | Q3 2023 | 26 |
BND | VANGUARD TOTAL BOND MA... | 21 | 2 | 0.15% | 1.98% | 12.71% | Q3 2013 | Q3 2023 | 25 |
MUB | ISHARES TRUST NATL AMT... | 18 | 6 | 0.11% | 2.65% | 10.72% | Q1 2015 | Q1 2022 | 24 |
VCSH | VANGUARD SCOTTSDALE FDS | 21 | 3 | 0.26% | 2.10% | 5.93% | Q2 2014 | Q3 2023 | 24 |
IYW | ISHARES US TECHNOLOGY ETF | 12 | 3 | 0.07% | 2.35% | 10.51% | Q2 2013 | Q3 2023 | 23 |
VTI | VANGUARD TOTAL STOCK M... | 20 | 2 | 0.16% | 1.47% | 3.54% | Q3 2015 | Q3 2023 | 22 |
RSP | INVESCO EXCHANGE TRADE... | 14 | 7 | 0.10% | 0.12% | 0.23% | Q2 2018 | Q3 2023 | 21 |
EFA | ISHARES TR | 20 | 20 | 0.16% | 11.37% | 17.32% | Q4 2018 | Q3 2023 | 20 |
VT | VANGUARD TOTAL WORLD S... | 8 | 1 | 0.08% | 0.41% | 1.55% | Q3 2014 | Q3 2023 | 18 |
AAPL | APPLE INC | 14 | 1 | 0.09% | 0.56% | 1.32% | Q3 2013 | Q3 2023 | 17 |
SPY | SPDR S&P 500 ETF TR | 17 | 17 | 0.13% | 0.16% | 0.21% | Q3 2019 | Q3 2023 | 17 |
FB | META PLATFORMS INC | 10 | 1 | 0.07% | 0.13% | 0.18% | Q2 2018 | Q3 2023 | 17 |
VTV | VANGUARD INDEX FDS | 13 | 4 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q3 2023 | 17 |
EEM | ISHARES TR | 15 | 1 | 0.16% | 4.41% | 5.94% | Q4 2018 | Q3 2023 | 16 |
QQQ | INVESCO QQQ TR | 14 | 1 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q3 2023 | 15 |
IWR | ISHARES TR | 13 | 1 | 0.08% | 0.55% | 0.72% | Q4 2019 | Q3 2023 | 14 |
AMZN | AMAZON COM INC | 14 | 14 | 0.11% | 0.20% | 0.26% | Q2 2020 | Q3 2023 | 14 |
DHR | DANAHER CORPORATION | 14 | 14 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
BRKB | Berkshire Hathaway Cl B | 12 | 12 | 0.13% | 0.34% | 1.22% | Q3 2013 | Q2 2016 | 12 |
FIVG | ETF SER SOLUTIONS | 12 | 12 | 0.16% | 0.30% | 0.42% | Q4 2020 | Q3 2023 | 12 |
V | VISA INC | 12 | 12 | 0.07% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 12 |
ABBV | ABBVIE INC | 12 | 12 | 0.09% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
PEP | PEPSICO INC | 12 | 12 | 0.08% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
IWD | ISHARES TR | 12 | 12 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
NKE | NIKE INC | 12 | 12 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
PG | PROCTER AND GAMBLE CO | 12 | 12 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
VXUS | VANGUARD STAR FDS | 12 | 12 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
VIG | VANGUARD SPECIALIZED P... | 11 | 11 | 2.46% | 6.77% | 16.59% | Q2 2013 | Q4 2015 | 11 |
TSLA | TESLA INC | 6 | 1 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 10 |
SHV | ISHARES TR BOND SHORT ... | 7 | 2 | 0.42% | 3.45% | 13.93% | Q2 2013 | Q4 2015 | 9 |
RSP | RYDEX ETF TRUST | 5 | 4 | 0.09% | 1.08% | 4.99% | Q1 2015 | Q1 2018 | 9 |
NVDA | NVIDIA CORPORATION | 5 | 4 | 0.07% | 0.15% | 0.26% | Q2 2021 | Q3 2023 | 9 |
INTC | INTEL CORP | 6 | 2 | 0.06% | 0.10% | 0.19% | Q3 2013 | Q1 2022 | 8 |
CSCO | CISCO SYS INC | 5 | 3 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q3 2023 | 8 |
XLB | SELECT SECTOR SPDR TR | 6 | 1 | 1.55% | 6.11% | 10.42% | Q2 2013 | Q4 2015 | 7 |
XLY | SPDR FUND CONSUMER DIS... | 3 | 1 | 0.11% | 4.88% | 7.77% | Q2 2013 | Q4 2015 | 7 |
GE | GENERAL ELECTRIC COMPANY | 7 | 7 | 0.21% | 1.05% | 2.98% | Q2 2013 | Q4 2014 | 7 |
CVX | CHEVRON CORPORATION | 7 | 7 | 0.14% | 0.88% | 2.88% | Q2 2013 | Q4 2014 | 7 |
IWF | ISHARES TR RUSSELL 100... | 7 | 7 | 0.55% | 0.65% | 0.75% | Q2 2013 | Q4 2014 | 7 |
WMT | WAL-MART STORES INC | 7 | 7 | 0.10% | 0.49% | 1.14% | Q2 2013 | Q4 2014 | 7 |
OEF | Ishares Tr S&P 100 Index | 7 | 7 | 0.30% | 0.36% | 0.42% | Q2 2013 | Q4 2014 | 7 |
AMJ | JP MORGAN EXCH TRADED ... | 7 | 7 | 0.22% | 0.30% | 0.42% | Q2 2013 | Q4 2014 | 7 |
VO | VANGUARD INDEX FDS | 7 | 7 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
VTEB | VANGUARD MUN BD FDS | 6 | 6 | 11.38% | 13.15% | 15.86% | Q2 2022 | Q3 2023 | 6 |
XLF | SECTOR SPDR FINCL SELE... | 6 | 6 | 5.29% | 7.02% | 10.48% | Q2 2013 | Q3 2014 | 6 |
GOOGL | GOOGLE INC CL C NON VT... | 5 | 1 | 0.21% | 0.71% | 1.47% | Q2 2013 | Q3 2015 | 6 |
SCHM | SCHWAB US MID CAP ETF | 5 | 5 | 0.13% | 10.30% | 13.14% | Q4 2014 | Q4 2015 | 5 |
IYH | ISHARES TR US HEALTHCA... | 5 | 5 | 5.97% | 7.34% | 10.45% | Q3 2013 | Q3 2014 | 5 |
IYE | ISHARES TR US ENERGY ETF | 5 | 5 | 4.74% | 6.74% | 10.58% | Q2 2013 | Q2 2014 | 5 |
IYJ | ISHARES TR US INDL US ... | 3 | 2 | 5.11% | 6.29% | 7.77% | Q2 2013 | Q3 2014 | 5 |
AGG | ISHARES TR | 5 | 5 | 1.61% | 2.60% | 3.98% | Q4 2014 | Q4 2015 | 5 |
WFC | WELLS FARGO & CO NEW | 4 | 1 | 0.13% | 1.00% | 2.44% | Q2 2013 | Q4 2014 | 5 |
IBM | INTL BUSINESS MACHINES | 5 | 5 | 0.11% | 0.72% | 2.65% | Q2 2013 | Q2 2014 | 5 |
IDU | ISHARES TR US UTILITIE... | 2 | 1 | 4.17% | 5.17% | 5.91% | Q2 2013 | Q4 2014 | 4 |
SCHA | SCHW US SCAP ETF | 4 | 4 | 2.84% | 3.14% | 3.42% | Q1 2015 | Q4 2015 | 4 |
USMV | ISHARES TR | 4 | 4 | 0.42% | 2.34% | 3.13% | Q1 2015 | Q4 2015 | 4 |
MTUM | ISHARES TR | 4 | 4 | 0.31% | 1.97% | 2.76% | Q1 2015 | Q4 2015 | 4 |
SCHZ | SCHWAB US AGGREGATE BO... | 4 | 4 | 0.95% | 1.62% | 2.32% | Q1 2015 | Q4 2015 | 4 |
RPV | RYDEX ETF TRUST | 4 | 4 | 0.30% | 1.55% | 2.01% | Q1 2015 | Q4 2015 | 4 |
CEF | CENTRAL FD CDA LTD CLA... | 2 | 2 | 0.58% | 1.34% | 2.23% | Q2 2013 | Q3 2014 | 4 |
VNQ | VANGUARD REIT ETF | 2 | 1 | 0.17% | 1.29% | 2.76% | Q2 2013 | Q4 2015 | 4 |
VTIP | VANGUARD SH-TERM ETF S... | 2 | 2 | 0.53% | 1.02% | 1.52% | Q1 2015 | Q3 2017 | 4 |
FNDB | SCHWAB STRATEGIC TR | 4 | 4 | 0.17% | 0.21% | 0.25% | Q1 2015 | Q4 2015 | 4 |
BSCF | GUGGENHEIM EXCH TRD FD... | 3 | 1 | 0.14% | 0.19% | 0.26% | Q2 2013 | Q3 2014 | 4 |
DWDP | DOWDUPONT INC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q3 2017 | Q2 2018 | 4 |
JPM | JPMORGAN CHASE & CO | 4 | 4 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 4 |
DCTH | DELCATH SYSTEMS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
FV | FIRST DORSEY WRIGHT FO... | 3 | 3 | 4.02% | 4.18% | 4.29% | Q1 2015 | Q3 2015 | 3 |
IXJ | ISHARES TR GLOBAL ETF ... | 3 | 3 | 1.78% | 2.24% | 2.70% | Q4 2014 | Q2 2015 | 3 |
IXN | ISHARES TR GLOBAL ETF ... | 3 | 3 | 1.70% | 2.23% | 2.82% | Q4 2014 | Q2 2015 | 3 |
RXI | ISHARES S&P GBL CONSUM... | 3 | 3 | 1.76% | 2.20% | 2.62% | Q4 2014 | Q2 2015 | 3 |
KXI | ISHARES S&P GBL CONSUM... | 3 | 3 | 1.72% | 2.19% | 2.69% | Q4 2014 | Q2 2015 | 3 |
EXI | ISHARES GLOBAL INDUSTR... | 3 | 3 | 1.70% | 2.10% | 2.56% | Q4 2014 | Q2 2015 | 3 |
IXG | ISHARES TR GLOBAL ETF ... | 3 | 3 | 1.44% | 1.71% | 1.97% | Q4 2014 | Q2 2015 | 3 |
IXP | ISHARES TR GLOBAL ETF ... | 3 | 3 | 0.62% | 0.98% | 1.24% | Q4 2014 | Q2 2015 | 3 |
IGF | ISHARES TRUST ETF GLOB... | 3 | 3 | 0.25% | 0.98% | 1.48% | Q4 2014 | Q2 2015 | 3 |
MLPC | CITIGROUP INC ETN C-TR... | 3 | 3 | 0.24% | 0.28% | 0.30% | Q1 2014 | Q3 2014 | 3 |
ITOT | ISHARES TR | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
FNDX | SCHWAB STRATEGIC TR | 2 | 2 | 16.98% | 16.99% | 17.00% | Q3 2015 | Q4 2015 | 2 |
SHY | ISHARES TR | 2 | 2 | 4.20% | 16.06% | 27.93% | Q3 2015 | Q4 2015 | 2 |
VGT | VANGUARD INFO TECHNOLOGY | 2 | 2 | 1.83% | 1.86% | 1.90% | Q1 2015 | Q2 2015 | 2 |
JXI | ISHARES GLOBAL UTILS U... | 2 | 2 | 0.25% | 1.46% | 2.68% | Q4 2014 | Q1 2015 | 2 |
MXI | ISHARES GLOBAL MATLS M... | 2 | 2 | 1.02% | 1.21% | 1.41% | Q1 2015 | Q2 2015 | 2 |
CLX | CLOROX CO DEL | 2 | 2 | 0.73% | 1.12% | 1.50% | Q1 2023 | Q2 2023 | 2 |
FLOT | I Shares Floating Rate... | 2 | 2 | 0.83% | 1.07% | 1.32% | Q2 2013 | Q3 2013 | 2 |
LQD | ISHARES IBOXX INVT GRD... | 2 | 2 | 0.48% | 0.50% | 0.53% | Q1 2015 | Q2 2015 | 2 |
PFF | ISHARES U.S. PREFERRED... | 2 | 2 | 0.31% | 0.46% | 0.62% | Q3 2015 | Q4 2015 | 2 |
TIP | ISHARES TR | 1 | 1 | 0.18% | 0.46% | 0.74% | Q2 2013 | Q4 2015 | 2 |
BSCE | GUGGENHEIM EXCH TRD FD... | 1 | 1 | 0.37% | 0.40% | 0.43% | Q2 2013 | Q1 2014 | 2 |
PCY | POWERSHARES GLOBAL ETF... | 2 | 2 | 0.15% | 0.37% | 0.58% | Q3 2015 | Q4 2015 | 2 |
KMI | Kinder Morgan Inc | 2 | 2 | 0.30% | 0.34% | 0.38% | Q3 2013 | Q4 2013 | 2 |
DEM | Wisdomtree Emerging Mkts | 1 | 1 | 0.25% | 0.33% | 0.41% | Q2 2013 | Q2 2015 | 2 |
CSM | PROSHARES LARGE CAP CO... | 2 | 2 | 0.22% | 0.23% | 0.25% | Q1 2015 | Q2 2015 | 2 |
MRK | Merck & Co Inc | 2 | 2 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q4 2013 | 2 |
VOD | Vodafone Group New Adr | 2 | 2 | 0.18% | 0.19% | 0.19% | Q3 2013 | Q4 2013 | 2 |
WMB | Williams Companies | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q4 2013 | 2 |
NI | Nisource Inc Holding Co | 2 | 2 | 0.17% | 0.17% | 0.17% | Q3 2013 | Q4 2013 | 2 |
VGK | VANGUARD FTSE EUROPE ETF | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2015 | Q3 2015 | 2 |
SDRL | Seadrill Ltd | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2013 | Q4 2013 | 2 |
DOW | DOW CHEM CO | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q2 2017 | 2 |
DBEU | DBX ETF TR | 1 | 1 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 2 |
IVV | ISHARES TR | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
XLV | Healthcare SPDR ETF | 1 | 1 | 5.27% | 5.27% | 5.27% | Q2 2013 | Q2 2013 | 1 |
IYF | ISHARES TR US FINANCIA... | 1 | 1 | 4.37% | 4.37% | 4.37% | Q4 2014 | Q4 2014 | 1 |
XLK | SELECT SECTOR SPDR TR | 1 | 1 | 3.44% | 3.44% | 3.44% | Q4 2015 | Q4 2015 | 1 |
KO | Coca Cola Company | 1 | 1 | 2.14% | 2.14% | 2.14% | Q2 2013 | Q2 2013 | 1 |
MBB | ISHARES TR | 1 | 1 | 2.11% | 2.11% | 2.11% | Q4 2018 | Q4 2018 | 1 |
VANGUARD SHORT INFLATI... | 1 | 1 | 1.56% | 1.56% | 1.56% | Q1 2017 | Q1 2017 | 1 | |
XLI | SELECT SECTOR SPDR TR | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2015 | Q4 2015 | 1 |
HYG | I Shares HY Corporate ... | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2013 | Q2 2013 | 1 |
EWH | ISHARES | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2015 | Q4 2015 | 1 |
DXJ | WISDOMTREE TR | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2015 | Q4 2015 | 1 |
DJCI | E-TRACS LINKED TO THE ... | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2015 | Q2 2015 | 1 |
SCHF | Schwab International E... | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2013 | Q2 2013 | 1 |
EMB | ISHARES JPMORGAN USD M... | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2015 | Q2 2015 | 1 |
FNDA | SCHWAB STRATEGIC TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2015 | Q4 2015 | 1 |
EPD | Enterprise Prd Prtnrs LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
L109PS | Access Midstream Partn... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2013 | Q4 2013 | 1 |
SCHO | SCHWAB STRATEGIC TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2015 | Q4 2015 | 1 |
JNK | SPDR Barclays High Yie... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q4 2013 | 1 |
CSGP | COSTAR GROUP INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
ACHC | ACADIA HEALTHCARE COMP... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
HYFLUX LTD ORD F | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 | |
FXE | INVESCO CURRENCYSHARES... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
PROSHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 | |
SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FXE | INVESCO CURRENCYSHARES... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
EUO | PROSHARES TR II | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
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The securities at the top of the list , including SCHW US BRD MKT ETF, JOHNSON & JOHNSON, and MICROSOFT CORP, are the highest-conviction holdings of HT Partners LLC.
The conviction is calculated by counting the number of quarters a security has been reported by HT Partners LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that HT Partners LLC owns currently or has owned in the past.