424 is the total number of securities King Wealth Management Group has owned. The longest King Wealth Management Group has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SPY | SPDR S&P 500 TRUST | 42 | 42 | 4.49% | 8.05% | 12.19% | Q2 2013 | Q3 2023 | 42 |
IJR | ISHARES TR SM IJR | 42 | 42 | 0.09% | 4.14% | 6.68% | Q2 2013 | Q3 2023 | 42 |
V | VISA INC COM CL A | 42 | 42 | 2.85% | 4.01% | 5.08% | Q2 2013 | Q3 2023 | 42 |
MSFT | MICROSOFT CORP COM | 42 | 42 | 0.25% | 2.50% | 5.87% | Q2 2013 | Q3 2023 | 42 |
MCD | MCDONALDS CORP COM | 42 | 42 | 2.01% | 2.49% | 3.36% | Q2 2013 | Q3 2023 | 42 |
JPM | JPMORGAN CHASE & CO COM | 42 | 42 | 0.15% | 1.55% | 2.52% | Q2 2013 | Q3 2023 | 42 |
PEP | PEPSICO INC COM | 42 | 42 | 0.64% | 1.44% | 2.47% | Q2 2013 | Q3 2023 | 42 |
LQD | ISHARES TR LQD | 42 | 42 | 0.50% | 0.91% | 1.39% | Q2 2013 | Q3 2023 | 42 |
UNP | UNION PACIFIC CORP | 42 | 42 | 0.26% | 0.81% | 3.41% | Q2 2013 | Q3 2023 | 42 |
T | AT&T INC COM | 42 | 42 | 0.10% | 0.76% | 2.47% | Q2 2013 | Q3 2023 | 42 |
SHY | ISHARES TR SHY | 42 | 42 | 0.43% | 0.66% | 1.38% | Q2 2013 | Q3 2023 | 42 |
VZ | VERIZON COMMUNICATIONS... | 42 | 42 | 0.21% | 0.63% | 1.47% | Q2 2013 | Q3 2023 | 42 |
GIS | GENERAL MLS INC COM | 42 | 42 | 0.15% | 0.58% | 1.90% | Q2 2013 | Q3 2023 | 42 |
PG | PROCTER & GAMBLE CO COM | 42 | 42 | 0.29% | 0.57% | 0.90% | Q2 2013 | Q3 2023 | 42 |
BND | VANGUARD TOTAL BOND MA... | 42 | 42 | 0.13% | 0.48% | 0.89% | Q2 2013 | Q3 2023 | 42 |
WEN | WENDYS INTL INC | 42 | 42 | 0.07% | 0.39% | 0.78% | Q2 2013 | Q3 2023 | 42 |
VTI | VANGUARD TOTAL STK MKT | 42 | 42 | 0.24% | 0.33% | 0.46% | Q2 2013 | Q3 2023 | 42 |
TIP | ISHARES TRT TIPS | 42 | 42 | 0.10% | 0.32% | 0.81% | Q2 2013 | Q3 2023 | 42 |
MRK | MERCK & CO INC NEW COM | 42 | 42 | 0.10% | 0.26% | 0.71% | Q2 2013 | Q3 2023 | 42 |
UPS | UNITED PARCEL SVC INC ... | 42 | 42 | 0.09% | 0.24% | 0.95% | Q2 2013 | Q3 2023 | 42 |
BMY | BRISTOL MYERS SQUIBB C... | 42 | 42 | 0.08% | 0.21% | 0.67% | Q2 2013 | Q3 2023 | 42 |
KO | COCA COLA CO COM | 42 | 42 | 0.11% | 0.16% | 0.50% | Q2 2013 | Q3 2023 | 42 |
GBAB | GUGGENHEIM TAXABLE MUN... | 42 | 42 | 0.05% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
IJJ | ISHARES TR S&P SC 400 | 27 | 14 | 0.06% | 2.38% | 3.80% | Q2 2013 | Q3 2023 | 41 |
LMT | LOCKHEED MARTIN CORP COM | 41 | 41 | 0.55% | 1.66% | 2.64% | Q3 2013 | Q3 2023 | 41 |
XOM | EXXON MOBIL CORP COM | 34 | 7 | 0.06% | 1.17% | 3.54% | Q2 2013 | Q3 2023 | 41 |
JNJ | JOHNSON & JOHNSON COM | 23 | 18 | 0.51% | 1.13% | 2.20% | Q2 2013 | Q3 2023 | 41 |
ABT | ABBOTT LABS COM | 41 | 41 | 0.15% | 0.45% | 1.12% | Q3 2013 | Q3 2023 | 41 |
PFE | PFIZER INC COM | 36 | 5 | 0.11% | 0.19% | 0.40% | Q2 2013 | Q3 2023 | 41 |
AWR | AMER STATES WTR CO | 41 | 41 | 0.11% | 0.16% | 0.43% | Q3 2013 | Q3 2023 | 41 |
INGR | INGREDION INC COM USD0.01 | 39 | 2 | 0.08% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 41 |
TU | TELUS CORPORATION | 36 | 5 | 0.05% | 0.13% | 0.59% | Q2 2013 | Q3 2023 | 41 |
AAPL | APPLE INC | 40 | 40 | 0.17% | 2.23% | 4.72% | Q4 2013 | Q3 2023 | 40 |
MO | ALTRIA GROUP INC MO | 27 | 13 | 0.06% | 1.14% | 2.75% | Q2 2013 | Q3 2023 | 40 |
MA | MASTERCARD INCORPORATED | 40 | 40 | 0.13% | 0.79% | 1.85% | Q4 2013 | Q3 2023 | 40 |
IBM | INTL BUSINESS MACHINES | 29 | 11 | 0.06% | 0.46% | 3.05% | Q2 2013 | Q3 2023 | 40 |
SDY | SPDR S&P DIVIDEND ETF | 40 | 40 | 0.06% | 0.14% | 0.40% | Q4 2013 | Q3 2023 | 40 |
DIA | SPDR DOW JONES INDUSTR... | 39 | 39 | 0.17% | 1.30% | 1.73% | Q1 2014 | Q3 2023 | 39 |
CAT | CATERPILLAR INC DEL COM | 31 | 7 | 0.11% | 0.16% | 0.22% | Q4 2013 | Q3 2023 | 38 |
IBB | ISHARES TR NASDQ BIOTEC | 29 | 2 | 0.17% | 1.49% | 3.98% | Q3 2013 | Q3 2023 | 37 |
MS | MORGAN STANLEY COM NEW | 27 | 9 | 0.06% | 0.18% | 0.31% | Q2 2013 | Q3 2023 | 36 |
IVV | ISHARES TR IVV | 35 | 35 | 0.14% | 7.53% | 13.08% | Q1 2015 | Q3 2023 | 35 |
UNH | UNITEDHEALTH GROUP INC... | 35 | 35 | 0.61% | 1.81% | 3.52% | Q1 2015 | Q3 2023 | 35 |
IJK | ISHARES TR S&P MIDCAP ... | 27 | 8 | 0.05% | 1.24% | 2.16% | Q2 2013 | Q1 2022 | 35 |
ABBV | ABBVIE INC COM USD0.01 | 21 | 14 | 0.08% | 0.90% | 2.56% | Q2 2013 | Q3 2023 | 35 |
FB | META PLATFORMS INC | 25 | 1 | 0.08% | 0.78% | 2.70% | Q4 2013 | Q3 2023 | 35 |
BA | BOEING CO COM | 29 | 1 | 0.06% | 0.69% | 2.40% | Q3 2013 | Q3 2023 | 35 |
INTC | INTEL CORP COM | 32 | 3 | 0.04% | 0.20% | 0.60% | Q2 2013 | Q1 2022 | 35 |
ETB | EATON VANCE TAX MNGED ETB | 34 | 1 | 0.04% | 0.10% | 0.21% | Q4 2014 | Q3 2023 | 35 |
IJH | ISHARES TR S&P MCP | 34 | 34 | 0.14% | 2.18% | 4.36% | Q2 2015 | Q3 2023 | 34 |
IEFA | ISHARES TR MSCI EAFE | 34 | 34 | 0.42% | 0.86% | 1.81% | Q2 2015 | Q3 2023 | 34 |
CVX | CHEVRON CORP NEW COM | 27 | 7 | 0.06% | 0.85% | 4.02% | Q2 2013 | Q3 2023 | 34 |
AGG | ISHARES TR US AGG BD | 34 | 34 | 0.14% | 0.44% | 0.79% | Q2 2015 | Q3 2023 | 34 |
IEF | ISHARES TR IEFA | 34 | 34 | 0.13% | 0.27% | 0.63% | Q2 2015 | Q3 2023 | 34 |
AMZN | AMAZON COM INC COM | 29 | 1 | 0.15% | 1.94% | 4.31% | Q3 2013 | Q3 2023 | 33 |
ITOT | ISHARES TR S&P 1500 IN... | 33 | 33 | 0.36% | 1.39% | 1.94% | Q3 2015 | Q3 2023 | 33 |
IEMG | ISHARES INC SMCI EMKT | 32 | 1 | 0.11% | 0.85% | 1.20% | Q2 2015 | Q3 2023 | 33 |
DIS | WALT DISNEY CO | 19 | 1 | 0.06% | 0.47% | 1.94% | Q3 2014 | Q3 2023 | 33 |
GE | GENERAL ELECTRIC CO COM | 33 | 33 | 0.03% | 0.42% | 0.96% | Q2 2013 | Q2 2021 | 33 |
DUK | DUKE ENERGY CORP NEW C... | 23 | 10 | 0.06% | 0.16% | 0.71% | Q2 2013 | Q3 2023 | 33 |
EWH | ISHARES MSCI HONG KONG... | 33 | 33 | 0.10% | 0.16% | 0.22% | Q2 2013 | Q2 2021 | 33 |
TLT | ISHARES TR TLT | 31 | 1 | 0.07% | 0.14% | 0.46% | Q2 2013 | Q3 2023 | 33 |
UTL | UNITIL CORPORATION | 25 | 1 | 0.04% | 0.12% | 0.30% | Q2 2013 | Q1 2023 | 33 |
GOOGL | ALPHABET INC GOOGL | 32 | 32 | 0.16% | 0.61% | 1.54% | Q4 2015 | Q3 2023 | 32 |
FTEC | FIDELITY TECH FTEC | 31 | 31 | 0.87% | 2.20% | 4.27% | Q1 2016 | Q3 2023 | 31 |
ED | CONSOLIDATED EDISON IN... | 31 | 31 | 0.46% | 0.77% | 1.48% | Q2 2013 | Q4 2020 | 31 |
MTB | M & T BK CORP COM | 23 | 8 | 0.06% | 0.14% | 0.27% | Q4 2015 | Q3 2023 | 31 |
GXC | SPDR S&P CHINA ETF | 30 | 1 | 0.11% | 0.14% | 0.19% | Q3 2013 | Q2 2021 | 31 |
HON | HONEYWELL INTL INC COM | 31 | 31 | 0.09% | 0.14% | 0.19% | Q1 2016 | Q3 2023 | 31 |
CWB | SPDR SER TR CWB | 17 | 1 | 0.04% | 0.09% | 0.16% | Q3 2014 | Q1 2023 | 31 |
LLY | LILLY ELI & CO | 30 | 30 | 0.07% | 0.51% | 2.06% | Q2 2016 | Q3 2023 | 30 |
VOE | VANGUARD MID-CAP VALUE... | 26 | 4 | 0.17% | 0.50% | 1.23% | Q3 2013 | Q3 2023 | 30 |
FXI | ISHARES TR FXI | 27 | 3 | 0.07% | 0.17% | 0.44% | Q4 2014 | Q2 2023 | 30 |
VO | VOVANGUARD INDEX FDS | 25 | 4 | 0.07% | 0.31% | 0.87% | Q4 2013 | Q3 2023 | 29 |
PFF | ISHARES TR US PFD STK | 29 | 29 | 0.12% | 0.22% | 0.34% | Q3 2016 | Q3 2023 | 29 |
NBO | NEUBERGER BRMAN NY NBO | 28 | 1 | 0.04% | 0.11% | 0.25% | Q4 2014 | Q2 2023 | 29 |
PAYX | PAYCHEX INC COM | 22 | 1 | 0.04% | 0.11% | 0.17% | Q2 2013 | Q2 2023 | 29 |
IFF | INTL FLAVORS & FRAGRAN... | 17 | 1 | 0.05% | 0.10% | 0.28% | Q2 2013 | Q2 2022 | 29 |
WM | WASTE MGMT INC DEL | 28 | 28 | 0.09% | 0.11% | 0.15% | Q4 2016 | Q3 2023 | 28 |
MDY | S & P MID CAP 400 DEP ... | 27 | 27 | 5.80% | 8.31% | 9.95% | Q2 2013 | Q4 2019 | 27 |
KEY | KEYCORP NEW | 27 | 27 | 0.03% | 0.08% | 0.14% | Q3 2016 | Q1 2023 | 27 |
TJX | TJX COS INC NEW | 21 | 5 | 0.06% | 0.53% | 2.71% | Q2 2013 | Q3 2023 | 26 |
L | LOEWS CORPORATION | 24 | 1 | 0.05% | 0.13% | 0.28% | Q4 2014 | Q2 2022 | 26 |
VUG | VANGUARD INDEX FDS VUG | 23 | 3 | 0.09% | 0.11% | 0.20% | Q1 2014 | Q3 2023 | 26 |
IWF | ISHARES TR RUSSELL 100... | 26 | 26 | 0.09% | 0.10% | 0.14% | Q2 2017 | Q3 2023 | 26 |
TRST | TRUSTCO BK CORP N Y COM | 24 | 1 | 0.04% | 0.08% | 0.15% | Q4 2014 | Q1 2022 | 26 |
MINT | PIMCO ETF TR MINT | 25 | 25 | 0.09% | 0.26% | 0.51% | Q1 2017 | Q1 2023 | 25 |
AMGN | AMGEN INC | 17 | 8 | 0.08% | 0.25% | 0.54% | Q2 2017 | Q3 2023 | 25 |
VXF | VANGUARD INDEX FDS VXF | 25 | 25 | 0.08% | 0.10% | 0.12% | Q3 2017 | Q3 2023 | 25 |
WMT | WAL-MART STORES INC | 24 | 24 | 0.11% | 0.96% | 2.38% | Q4 2017 | Q3 2023 | 24 |
VWO | VANGUARD INTL EQUITY VWO | 20 | 4 | 0.06% | 0.46% | 1.41% | Q4 2013 | Q4 2019 | 24 |
UTX | UNITED TECHNOLOGIES CO... | 16 | 8 | 0.09% | 0.14% | 0.25% | Q3 2013 | Q1 2020 | 24 |
ETN | EATON CORP PLC ETN | 14 | 10 | 0.06% | 0.08% | 0.10% | Q3 2017 | Q3 2023 | 24 |
HYG | ISHARES TR IBOXX HI YLD | 23 | 23 | 0.10% | 0.32% | 0.62% | Q2 2013 | Q4 2018 | 23 |
QQQ | POWERSHARES QQQ TRUST | 22 | 22 | 5.15% | 8.54% | 13.00% | Q2 2018 | Q3 2023 | 22 |
JNK | SPDR SER TR BARCLAYS H... | 22 | 22 | 0.26% | 0.51% | 0.98% | Q2 2013 | Q3 2018 | 22 |
VRP | POWERSHARES ETF TR II | 22 | 22 | 0.20% | 0.45% | 1.76% | Q2 2018 | Q3 2023 | 22 |
NEE | NEXTERA ENERGY INC COM | 19 | 3 | 0.06% | 0.14% | 0.59% | Q2 2013 | Q3 2023 | 22 |
MGEE | MGE ENERGY INC COM | 19 | 3 | 0.07% | 0.11% | 0.22% | Q2 2013 | Q3 2020 | 22 |
COST | COSTCO WHSL CORP NEW | 21 | 21 | 0.08% | 0.79% | 1.42% | Q3 2018 | Q3 2023 | 21 |
PM | PHILIP MORRIS INTL INC... | 21 | 21 | 0.04% | 0.52% | 1.10% | Q2 2013 | Q2 2018 | 21 |
PYPL | PAYPAL HLDGS INC | 21 | 21 | 0.06% | 0.29% | 0.58% | Q1 2017 | Q1 2022 | 21 |
CI | CIGNA CORPORATION COM | 21 | 21 | 0.13% | 0.20% | 0.32% | Q3 2013 | Q3 2018 | 21 |
QQQ | POWERSHARES QQQ TRUST,... | 20 | 20 | 4.29% | 5.68% | 6.85% | Q2 2013 | Q1 2018 | 20 |
CRM | SALESFORCE INC | 20 | 20 | 0.06% | 1.29% | 2.57% | Q3 2018 | Q2 2023 | 20 |
GOOG | ALPHABET INC GOOG | 15 | 2 | 0.05% | 0.98% | 1.54% | Q4 2015 | Q3 2023 | 20 |
HD | HOME DEPOT INC | 14 | 3 | 0.06% | 0.57% | 1.07% | Q1 2018 | Q3 2023 | 20 |
BX | BLACKSTONE GROUP L P C... | 19 | 1 | 0.19% | 0.55% | 1.24% | Q2 2014 | Q2 2019 | 20 |
AGN | ALLERGAN PLC SHS | 20 | 20 | 0.07% | 0.47% | 1.33% | Q2 2015 | Q1 2020 | 20 |
AROW | ARROW FINL CORP | 20 | 20 | 0.06% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 20 |
PTGX | PROTAGONIST THERAPEUTI... | 20 | 20 | 0.04% | 0.08% | 0.20% | Q4 2018 | Q3 2023 | 20 |
AQN | ALGONQUIN PWR UTILS CORP | 20 | 20 | 0.03% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 20 |
SDOG | ALPS ETF TR SECT DIV DOGS | 14 | 6 | 0.04% | 0.07% | 0.10% | Q3 2016 | Q1 2022 | 20 |
CSCO | CISCO SYS INC | 11 | 9 | 0.05% | 0.07% | 0.11% | Q3 2018 | Q3 2023 | 20 |
OEF | ISHARES TR OEF | 14 | 1 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q3 2023 | 20 |
FBND | FIDELITY MERRIMACK STR... | 19 | 19 | 0.07% | 0.36% | 0.62% | Q1 2019 | Q3 2023 | 19 |
DG | DOLLAR GEN CORP NEW | 19 | 19 | 0.18% | 0.33% | 0.47% | Q1 2019 | Q3 2023 | 19 |
CI | THE CIGNA GROUP | 15 | 4 | 0.06% | 0.23% | 0.50% | Q4 2018 | Q3 2023 | 19 |
ANTM | ELEVANCE HEALTH INC | 19 | 19 | 0.08% | 0.18% | 0.30% | Q1 2019 | Q3 2023 | 19 |
IWD | ISHARES TR IWD | 19 | 19 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 19 |
NVDA | NVIDIA CORPORATION | 15 | 3 | 0.08% | 1.74% | 3.51% | Q1 2018 | Q3 2023 | 18 |
TGTX | TG THERAPEUTICS INC | 18 | 18 | 0.03% | 0.18% | 0.60% | Q4 2018 | Q1 2023 | 18 |
PGX | POWERSHARES PREFERRED ... | 17 | 1 | 0.12% | 0.15% | 0.18% | Q2 2013 | Q1 2018 | 18 |
HUM | HUMANA INC | 18 | 18 | 0.07% | 0.10% | 0.14% | Q2 2019 | Q3 2023 | 18 |
F | FORD MTR CO DEL | 14 | 4 | 0.03% | 0.06% | 0.12% | Q1 2017 | Q3 2023 | 18 |
RTN | RAYTHEON CO COM NEW | 17 | 17 | 0.42% | 0.57% | 0.73% | Q1 2016 | Q1 2020 | 17 |
BPL | BUCKEYE PARTNERS UTS L... | 16 | 1 | 0.15% | 0.39% | 0.76% | Q2 2014 | Q3 2018 | 17 |
BX | BLACKSTONE INC | 17 | 17 | 0.26% | 0.37% | 0.47% | Q3 2019 | Q3 2023 | 17 |
PPL | PPL CORP | 5 | 1 | 0.04% | 0.09% | 0.22% | Q2 2013 | Q4 2021 | 17 |
NRK | NUVEEN NY AMT FREE MUN... | 8 | 1 | 0.05% | 0.09% | 0.18% | Q2 2013 | Q4 2019 | 17 |
VOO | VANGUARD INDEX FDS VOO | 13 | 4 | 0.05% | 0.07% | 0.15% | Q1 2019 | Q3 2023 | 17 |
UTHR | UNITED THERAPEUTICS CO... | 16 | 16 | 0.07% | 0.26% | 0.34% | Q4 2019 | Q3 2023 | 16 |
CMCSA | COMCAST CORP NEW | 15 | 1 | 0.09% | 0.20% | 0.90% | Q4 2014 | Q1 2020 | 16 |
DOW | DOW CHEMICAL CO | 11 | 5 | 0.16% | 0.20% | 0.28% | Q2 2013 | Q2 2017 | 16 |
NVO | NOVO-NORDISK A S | 16 | 16 | 0.05% | 0.16% | 0.30% | Q4 2019 | Q3 2023 | 16 |
BLK | BLACKROCK INC BLK | 14 | 2 | 0.08% | 0.16% | 0.26% | Q1 2018 | Q3 2023 | 16 |
GS | GOLDMAN SACHS GROUP INC | 10 | 6 | 0.05% | 0.15% | 0.36% | Q1 2017 | Q3 2023 | 16 |
AEP | AMERICAN ELECTRIC POWER | 9 | 2 | 0.07% | 0.15% | 0.35% | Q3 2013 | Q1 2018 | 16 |
WDFC | WD-40 CO | 13 | 3 | 0.04% | 0.07% | 0.14% | Q3 2019 | Q3 2023 | 16 |
CFMS | CONFORMIS INC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2022 | 16 |
BAC | BK OF AMERICA CORP | 9 | 2 | 0.06% | 0.35% | 1.34% | Q3 2013 | Q3 2023 | 15 |
GLD | SPDR GOLD TR GOLD SHS | 10 | 1 | 0.04% | 0.33% | 0.63% | Q2 2013 | Q1 2023 | 15 |
BABA | ALIBABA GROUP HLDG LTD | 10 | 1 | 0.05% | 0.28% | 0.68% | Q4 2017 | Q3 2023 | 15 |
AZN | ASTRAZENECA PLC | 15 | 15 | 0.10% | 0.20% | 0.29% | Q1 2019 | Q3 2022 | 15 |
UN | UNILEVER N V N Y SHS NEW | 15 | 15 | 0.11% | 0.19% | 0.41% | Q2 2013 | Q4 2016 | 15 |
QGEN | QIAGEN NV REG SHS | 15 | 15 | 0.14% | 0.17% | 0.20% | Q2 2013 | Q4 2016 | 15 |
ORCL | ORACLE CORP | 14 | 1 | 0.05% | 0.13% | 0.26% | Q2 2019 | Q3 2023 | 15 |
DHR | DANAHER CORPORATION | 13 | 2 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 15 |
TGT | TARGET CORP | 14 | 14 | 0.04% | 0.33% | 0.73% | Q1 2020 | Q2 2023 | 14 |
GSK | GLAXOSMITHKLINE PLC SP... | 12 | 1 | 0.06% | 0.17% | 0.26% | Q4 2014 | Q3 2020 | 14 |
TSLA | TESLA INC | 13 | 1 | 0.07% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.06% | 0.11% | 0.36% | Q2 2020 | Q3 2023 | 14 |
TBPH | THERAVANCE BIOPHARMA INC | 14 | 14 | 0.02% | 0.11% | 0.23% | Q1 2019 | Q2 2022 | 14 |
KYN | KAYNE ANDERSON MLP INV... | 10 | 3 | 0.10% | 2.34% | 3.54% | Q2 2013 | Q1 2017 | 13 |
DEO | DIAGEO PLC | 7 | 2 | 0.04% | 1.16% | 3.11% | Q2 2013 | Q1 2022 | 13 |
AMD | ADVANCED MICRO DEVICES... | 10 | 3 | 0.06% | 0.41% | 1.38% | Q1 2020 | Q3 2023 | 13 |
FNFG | FIRST NIAGARA FINL GRO... | 13 | 13 | 0.10% | 0.29% | 0.43% | Q2 2013 | Q2 2016 | 13 |
EWW | ISHARES MSCI MEXICO CA... | 13 | 13 | 0.22% | 0.27% | 0.31% | Q3 2015 | Q3 2018 | 13 |
HCP | HEALTH CARE PPTY INVS INC | 12 | 1 | 0.08% | 0.22% | 0.37% | Q2 2014 | Q3 2017 | 13 |
AVGO | BROADCOM INC | 11 | 2 | 0.05% | 0.21% | 0.31% | Q1 2020 | Q3 2023 | 13 |
SO | SOUTHERN CO COM | 8 | 1 | 0.04% | 0.17% | 0.55% | Q2 2013 | Q3 2023 | 13 |
NXPI | NXP SEMICONDUCTORS N V | 13 | 13 | 0.09% | 0.14% | 0.20% | Q3 2020 | Q3 2023 | 13 |
NKE | NIKE INC | 9 | 4 | 0.05% | 0.12% | 0.18% | Q4 2016 | Q3 2022 | 13 |
GMAB | GENMAB A/S | 12 | 12 | 0.12% | 0.14% | 0.20% | Q3 2019 | Q2 2022 | 12 |
DOW | DOW INC | 12 | 12 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q3 2023 | 12 |
VRP | POWERSHARES VARIABLE R... | 11 | 11 | 0.20% | 1.11% | 1.80% | Q3 2015 | Q1 2018 | 11 |
SNY | SANOFI | 5 | 1 | 0.05% | 0.21% | 0.38% | Q3 2018 | Q4 2022 | 11 |
LRCX | LAM RESEARCH CORP | 11 | 11 | 0.14% | 0.21% | 0.30% | Q1 2020 | Q3 2022 | 11 |
NVRO | NEVRO CORP COM | 7 | 2 | 0.06% | 0.20% | 0.42% | Q4 2015 | Q3 2023 | 11 |
HDB | HDFC BANK LTD | 11 | 11 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q3 2022 | 11 |
ISTB | ISHARES TR ISTB | 11 | 11 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q3 2021 | 11 |
KRE | SPDR SERIES TRUST VRP | 10 | 10 | 0.61% | 0.97% | 1.21% | Q4 2016 | Q1 2019 | 10 |
D | DOMINION RESOURCES INC... | 10 | 10 | 0.17% | 0.34% | 0.73% | Q2 2013 | Q3 2015 | 10 |
GOOGL | GOOGLE INC CL A | 10 | 10 | 0.11% | 0.24% | 0.47% | Q2 2013 | Q3 2015 | 10 |
VTV | VANGUARD INDEX FDS VTV | 10 | 10 | 0.05% | 0.22% | 0.56% | Q2 2021 | Q3 2023 | 10 |
HCBK | HUDSON CITY BANCORP INC | 10 | 10 | 0.13% | 0.19% | 0.24% | Q2 2013 | Q3 2015 | 10 |
WFC | WELLS FARGO CO NEW | 10 | 10 | 0.10% | 0.18% | 0.26% | Q2 2016 | Q3 2018 | 10 |
CST | CST BRANDS INC COM* | 10 | 10 | 0.14% | 0.16% | 0.18% | Q3 2014 | Q4 2016 | 10 |
KLAC | KLA CORP | 10 | 10 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q3 2022 | 10 |
LAZ | LAZARD LTD SHS -A - | 7 | 1 | 0.04% | 0.08% | 0.12% | Q4 2014 | Q3 2021 | 10 |
ZYNE | ZYNERBA PHARMACEUTICAL... | 7 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
AZO | AUTOZONE INC COM | 9 | 9 | 1.45% | 1.68% | 1.92% | Q4 2014 | Q4 2016 | 9 |
SYK | STRYKER CORP COM | 9 | 9 | 1.39% | 1.48% | 1.70% | Q2 2014 | Q2 2016 | 9 |
DKS | DICKS SPORTING GOODS INC | 9 | 9 | 0.86% | 1.14% | 1.39% | Q3 2021 | Q3 2023 | 9 |
TEVA | TEVA PHARMACEUTICAL IN... | 9 | 9 | 0.67% | 0.85% | 0.96% | Q1 2014 | Q1 2016 | 9 |
ETP | ENERGY TRANSFER PRTNRS... | 8 | 1 | 0.14% | 0.35% | 0.68% | Q2 2014 | Q3 2016 | 9 |
TEAM | ATLASSIAN CORP PLC | 9 | 9 | 0.18% | 0.30% | 0.44% | Q2 2020 | Q2 2022 | 9 |
JD | JD.COM INC | 9 | 9 | 0.13% | 0.23% | 0.38% | Q4 2019 | Q4 2021 | 9 |
DD | DU PONT E I DE NEMOURS... | 9 | 9 | 0.14% | 0.22% | 0.31% | Q2 2013 | Q2 2015 | 9 |
NUVA | NUVASIVE INC | 9 | 9 | 0.06% | 0.20% | 0.39% | Q2 2020 | Q2 2022 | 9 |
QRVO | QORVO INC | 9 | 9 | 0.08% | 0.18% | 0.23% | Q1 2020 | Q1 2022 | 9 |
AMAT | APPLIED MATLS INC | 9 | 9 | 0.07% | 0.16% | 0.25% | Q3 2020 | Q3 2022 | 9 |
EEM | ISHARES TR MSCI EMERGI... | 9 | 9 | 0.11% | 0.15% | 0.20% | Q2 2013 | Q2 2015 | 9 |
DRI | DARDEN RESTAURANTS INC | 9 | 9 | 0.12% | 0.14% | 0.16% | Q3 2021 | Q3 2023 | 9 |
IVE | ISHARES TR IVE | 9 | 9 | 0.04% | 0.14% | 0.20% | Q3 2021 | Q3 2023 | 9 |
VLO | VALERO ENERGY CORP | 7 | 2 | 0.05% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 9 |
JNK | SPDR SER TR JNK | 9 | 9 | 0.07% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
EHC | ENCOMPASS HEALTH CORP | 9 | 9 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q3 2022 | 9 |
TRST | TRUSTCO BK CORP N Y | 6 | 3 | 0.06% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 9 |
MSTR | MICROSTRATEGY INC | 5 | 1 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 9 |
CASY | CASEYS GEN STORES INC | 5 | 2 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 9 |
MVV | PROSHARES ULTRA MIDCAP... | 8 | 8 | 0.22% | 1.56% | 2.26% | Q1 2014 | Q4 2015 | 8 |
EFA | ISHARES MSCI EAFE ETF | 8 | 8 | 0.16% | 0.52% | 0.86% | Q3 2013 | Q2 2015 | 8 |
IJS | ISHARES TR IJS | 8 | 8 | 0.28% | 0.33% | 0.37% | Q4 2021 | Q3 2023 | 8 |
MPC | MARATHON PETE CORP | 8 | 8 | 0.17% | 0.28% | 0.40% | Q4 2018 | Q3 2020 | 8 |
BSX | BOSTON SCIENTIFIC CORP | 8 | 8 | 0.16% | 0.24% | 0.31% | Q1 2020 | Q4 2021 | 8 |
CYD | CHINA YUCHAI INTL LTD COM | 5 | 3 | 0.13% | 0.22% | 0.36% | Q2 2013 | Q2 2015 | 8 |
HZNP | HORIZON THERAPEUTICS P... | 7 | 1 | 0.06% | 0.12% | 0.24% | Q2 2019 | Q3 2021 | 8 |
HALO | HALOZYME THERAPEUTICS INC | 8 | 8 | 0.04% | 0.10% | 0.17% | Q1 2020 | Q4 2021 | 8 |
JRS | NUVEEN REAL ESTATE INC... | 7 | 1 | 0.05% | 0.06% | 0.08% | Q2 2015 | Q4 2017 | 8 |
HBAN | HUNTINGTON BANCSHARES INC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q4 2019 | 8 |
IWB | ISHARES TR IWB | 5 | 3 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2023 | 8 |
PAVM | PAVMED INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ADS | ALLIANCE DATA SYSTEMS ... | 7 | 7 | 1.30% | 1.42% | 1.60% | Q4 2013 | Q2 2015 | 7 |
GILD | GILEAD SCIENCES INC | 7 | 7 | 0.06% | 0.42% | 0.66% | Q4 2018 | Q2 2020 | 7 |
ACRE | ARES COML REAL ESTATE ... | 7 | 7 | 0.03% | 0.30% | 0.46% | Q3 2021 | Q1 2023 | 7 |
NVS | NOVARTIS AG | 5 | 2 | 0.06% | 0.18% | 0.36% | Q3 2019 | Q3 2023 | 7 |
DWDP | DOWDUPONT INC | 7 | 7 | 0.13% | 0.17% | 0.20% | Q3 2017 | Q1 2019 | 7 |
NGG | NATIONAL GRID PLC SPON... | 7 | 7 | 0.11% | 0.15% | 0.22% | Q1 2014 | Q3 2015 | 7 |
TXN | TEXAS INSTRS INC | 7 | 7 | 0.06% | 0.13% | 0.16% | Q2 2020 | Q4 2021 | 7 |
EPD | ENTERPRISE PRODS PARTN... | 6 | 1 | 0.10% | 0.11% | 0.12% | Q4 2014 | Q3 2023 | 7 |
VMW | VMWARE INC | 4 | 3 | 0.04% | 0.09% | 0.16% | Q1 2020 | Q4 2021 | 7 |
C | CITIGROUP INC | 4 | 1 | 0.04% | 0.09% | 0.12% | Q2 2017 | Q3 2021 | 7 |
GLPG | GALAPAGOS NV | 7 | 7 | 0.06% | 0.08% | 0.11% | Q1 2021 | Q3 2022 | 7 |
PRU | PRUDENTIAL FINL INC | 4 | 1 | 0.04% | 0.07% | 0.09% | Q1 2017 | Q1 2022 | 7 |
GENERAL ELECTRIC CO | 4 | 3 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 7 | |
AGN | ALLERGAN INC | 6 | 6 | 1.64% | 2.42% | 2.97% | Q3 2013 | Q4 2014 | 6 |
XLE | SELECT SECTOR SPDR TR XLE | 6 | 6 | 0.92% | 1.07% | 1.21% | Q2 2022 | Q3 2023 | 6 |
SDRL | SEADRILL LTD USD2 | 6 | 6 | 0.19% | 0.55% | 0.92% | Q2 2013 | Q3 2014 | 6 |
NFLX | NETFLIX INC | 6 | 6 | 0.15% | 0.41% | 1.34% | Q3 2018 | Q4 2019 | 6 |
BP | BP PLC SPONSORED ADR | 4 | 2 | 0.16% | 0.37% | 0.67% | Q3 2013 | Q1 2015 | 6 |
VBR | VANGUARD INDEX FDS VBR | 3 | 3 | 0.04% | 0.11% | 0.19% | Q1 2014 | Q3 2023 | 6 |
COP | CONOCOPHILLIPS COM | 4 | 2 | 0.04% | 0.11% | 0.16% | Q3 2014 | Q3 2023 | 6 |
QCOM | QUALCOMM INC | 2 | 1 | 0.04% | 0.09% | 0.20% | Q3 2016 | Q2 2023 | 6 |
ET | ENERGY TRANSFER L P | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
RDUS | RADIUS HEALTH INC | 4 | 2 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q4 2020 | 6 |
MYN | BLACKROCK MUNIYIELD NY... | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2015 | Q3 2016 | 6 |
AGI | ALAMOS GOLD INC NEW | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
OSISKO DEVELOPMENT CORP | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 | |
DAKOTA GOLD CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 | |
FISV | FISERV INC | 5 | 5 | 0.12% | 0.28% | 0.38% | Q3 2020 | Q3 2021 | 5 |
CNCE | CONCERT PHARMACEUTICAL... | 5 | 5 | 0.16% | 0.23% | 0.30% | Q3 2015 | Q3 2016 | 5 |
AAOI | APPLIED OPTOELECTRONIC... | 5 | 5 | 0.11% | 0.23% | 0.39% | Q4 2016 | Q4 2017 | 5 |
FTI | FMC TECHNOLOGIES INC | 3 | 2 | 0.14% | 0.15% | 0.15% | Q2 2013 | Q3 2014 | 5 |
MYL | MYLAN NV | 4 | 1 | 0.05% | 0.14% | 0.23% | Q4 2018 | Q3 2020 | 5 |
WSM | WILLIAMS SONOMA INC | 4 | 1 | 0.07% | 0.12% | 0.18% | Q4 2020 | Q1 2022 | 5 |
ADBE | ADOBE SYSTEMS INCORPOR... | 5 | 5 | 0.09% | 0.11% | 0.13% | Q1 2021 | Q1 2022 | 5 |
BSE | BLACKROCK NY MUNI INC ... | 5 | 5 | 0.08% | 0.10% | 0.16% | Q3 2016 | Q3 2017 | 5 |
ZG | ZILLOW GROUP INC | 5 | 5 | 0.06% | 0.10% | 0.16% | Q1 2021 | Q1 2022 | 5 |
CVS | CVS HEALTH CORP | 3 | 1 | 0.08% | 0.09% | 0.10% | Q3 2016 | Q3 2023 | 5 |
SAA | PROSHARES TR ULT SCAP 600 | 5 | 5 | 0.08% | 0.09% | 0.09% | Q3 2017 | Q3 2018 | 5 |
MAV | PIONEER MUN HIGH INCOM... | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2015 | Q3 2016 | 5 |
MMM | 3M CO | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2017 | Q1 2018 | 5 |
ACAD | ACADIA PHARMACEUTICALS... | 5 | 5 | 0.05% | 0.08% | 0.10% | Q1 2020 | Q1 2021 | 5 |
TSM | TAIWAN SEMICONDUCTOR M... | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
PRTA | PROTHENA CORP PLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q1 2022 | 5 |
FOMX | FOAMIX PHARMACEUTICALS... | 3 | 2 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q4 2019 | 5 |
SKEENA RES LTD NEW | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 | |
GNW | GENWORTH FINL INC COM ... | 4 | 4 | 0.56% | 1.66% | 2.13% | Q1 2014 | Q4 2014 | 4 |
BSV | VANGUARD BD INDEX FD I... | 4 | 4 | 0.16% | 0.21% | 0.27% | Q4 2013 | Q3 2014 | 4 |
QGEN | QIAGEN NV | 4 | 4 | 0.13% | 0.15% | 0.16% | Q1 2017 | Q4 2017 | 4 |
FXF | CURRENCYSHARES SWISS F... | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2013 | Q2 2014 | 4 |
BGNE | BEIGENE LTD | 4 | 4 | 0.11% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
MSM | MSC INDL DIRECT INC CL A | 4 | 4 | 0.11% | 0.12% | 0.12% | Q1 2016 | Q4 2016 | 4 |
AMLP | ALPS TRUST ETF ALERIAN... | 4 | 4 | 0.11% | 0.12% | 0.12% | Q4 2014 | Q3 2015 | 4 |
FENY | FIDELITY MSCI ENERGY IDX | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2016 | Q3 2017 | 4 |
ALXN | ALEXION PHARMACEUTICAL... | 3 | 1 | 0.08% | 0.11% | 0.13% | Q1 2019 | Q2 2020 | 4 |
LYFT | LYFT INC | 4 | 4 | 0.08% | 0.10% | 0.16% | Q4 2021 | Q3 2022 | 4 |
GH | GUARDANT HEALTH INC | 4 | 4 | 0.05% | 0.09% | 0.16% | Q4 2022 | Q3 2023 | 4 |
BMRN | BIOMARIN PHARMACEUTICA... | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q4 2021 | 4 |
SU | SUNCOR ENERGY INC NEW | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2019 | Q4 2019 | 4 |
IWR | ISHARES TR IWR | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2023 | 4 |
SPDN | DIREXION SHS ETF TR | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 4 |
UHAL | AMERCO | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 4 |
EQIX | EQUINIX INC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 4 |
LUK | LEUCADIA NATL CORP | 3 | 3 | 0.84% | 0.96% | 1.06% | Q2 2013 | Q4 2013 | 3 |
TFM | THE FRESH MARKET INC C... | 3 | 3 | 0.63% | 0.81% | 0.94% | Q2 2013 | Q4 2013 | 3 |
GXP | GREAT PLAINS ENERGY INC | 3 | 3 | 0.52% | 0.55% | 0.58% | Q2 2013 | Q4 2013 | 3 |
GOOG | GOOGLE INC CL C | 3 | 3 | 0.29% | 0.49% | 0.68% | Q2 2014 | Q4 2014 | 3 |
POR | PORTLAND GEN ELEC CO C... | 3 | 3 | 0.35% | 0.39% | 0.43% | Q2 2013 | Q4 2013 | 3 |
UNI-PRESIDENT CHINA HO... | 3 | 3 | 0.30% | 0.33% | 0.36% | Q2 2013 | Q4 2013 | 3 | |
CHT | CHUNGHWA TELECOM ADR E... | 3 | 3 | 0.26% | 0.30% | 0.34% | Q2 2013 | Q4 2013 | 3 |
EE | EL PASO ELECTRIC COMP NEW | 3 | 3 | 0.25% | 0.28% | 0.31% | Q2 2013 | Q4 2013 | 3 |
BRILLIANCE CHINA AUTOM... | 3 | 3 | 0.24% | 0.28% | 0.30% | Q2 2013 | Q4 2013 | 3 | |
PDD | PINDUODUO INC | 3 | 3 | 0.21% | 0.26% | 0.30% | Q4 2020 | Q2 2021 | 3 |
XEL | XCEL ENERGY INC COM | 3 | 3 | 0.23% | 0.25% | 0.28% | Q2 2013 | Q4 2013 | 3 |
XBI | SPDR BIOTECH ETF | 3 | 3 | 0.22% | 0.25% | 0.27% | Q1 2015 | Q3 2015 | 3 |
ETR | ENTERGY CORP NEW | 3 | 3 | 0.19% | 0.22% | 0.26% | Q2 2013 | Q4 2013 | 3 |
JSHLY | JARDINE STRATEGIC HLDG... | 3 | 3 | 0.17% | 0.21% | 0.24% | Q2 2013 | Q4 2013 | 3 |
VTRS | VIATRIS INC | 3 | 3 | 0.17% | 0.20% | 0.26% | Q4 2020 | Q2 2021 | 3 |
XLV | SELECT SECTOR SPDR TR XLV | 3 | 3 | 0.17% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
VB | VANGUARD INDEX FDS VAN... | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2014 | Q3 2014 | 3 |
M1 LIMITED NPV ISIN #S... | 3 | 3 | 0.18% | 0.19% | 0.20% | Q2 2013 | Q4 2013 | 3 | |
KUNLUN ENERGY COMPANY ... | 3 | 3 | 0.15% | 0.17% | 0.20% | Q2 2013 | Q4 2013 | 3 | |
JMHLY | JARDINE MATHESON HLDGS... | 3 | 3 | 0.14% | 0.17% | 0.20% | Q2 2013 | Q4 2013 | 3 |
MYD | BLACKROCK MUNIYIELD FD... | 2 | 1 | 0.10% | 0.15% | 0.18% | Q1 2014 | Q2 2015 | 3 |
GLP | GLOBAL PARTNERS LP COM... | 3 | 3 | 0.12% | 0.12% | 0.13% | Q4 2014 | Q2 2015 | 3 |
CBRL | CRACKER BARREL OLD CTR... | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2016 | Q2 2017 | 3 |
ESTA | ESTABLISHMENT LABS HLD... | 3 | 3 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q2 2022 | 3 |
PGX | POWERSHARES ETF TR II | 3 | 3 | 0.06% | 0.09% | 0.13% | Q2 2018 | Q4 2018 | 3 |
OFIX | ORTHOFIX MED INC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q4 2022 | 3 |
GMED | GLOBUS MED INC | 2 | 1 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q3 2022 | 3 |
NYF | ISHARES TR NYF | 2 | 1 | 0.05% | 0.06% | 0.06% | Q3 2019 | Q3 2020 | 3 |
BDJ | BLACKROCK ENHANCED EQT... | 2 | 1 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q3 2016 | 3 |
XLK | SELECT SECTOR SPDR TR XLK | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 3 |
AME | AMETEK INC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 3 |
CME | CME GROUP INC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 3 |
SPY | SPDR S&P 500 ETF TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
APL | ATLAS PIPELINE PARTNER... | 1 | 1 | 1.44% | 1.73% | 2.03% | Q2 2014 | Q4 2014 | 2 |
XOP | SPDR SER TR S&P OIL & ... | 2 | 2 | 1.36% | 1.65% | 1.94% | Q2 2014 | Q3 2014 | 2 |
LNKD | LINKEDIN CORP COM USD0... | 2 | 2 | 0.48% | 0.52% | 0.55% | Q3 2013 | Q4 2013 | 2 |
PANW | PALO ALTO NETWORKS INC... | 2 | 2 | 0.27% | 0.29% | 0.30% | Q2 2015 | Q3 2015 | 2 |
SNAP | SNAP INC | 2 | 2 | 0.23% | 0.27% | 0.31% | Q1 2017 | Q2 2017 | 2 |
KOF | COCA-COLA FEMSA S.A.B.... | 2 | 2 | 0.24% | 0.26% | 0.29% | Q2 2013 | Q3 2013 | 2 |
DXJ | WISDOMTREE TRUST JAPAN... | 2 | 2 | 0.20% | 0.20% | 0.21% | Q4 2013 | Q1 2014 | 2 |
GALAXY ENTERTAINMENT G... | 2 | 2 | 0.18% | 0.20% | 0.21% | Q3 2013 | Q4 2013 | 2 | |
NGLS | TARGA RESOURCES PARTNE... | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2015 | Q2 2015 | 2 |
DAL | DELTA AIR LINES INC DEL | 2 | 2 | 0.13% | 0.17% | 0.20% | Q2 2021 | Q3 2021 | 2 |
DFIHY | DAIRY FARM INTERNATION... | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2013 | Q3 2013 | 2 |
SEMBCORP INDUSTRIES NP... | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q3 2013 | 2 | |
ISHARES S&P 500 VALUE ETF | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2014 | Q3 2014 | 2 | |
NE | NOBLE CORPORATION (SWI... | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2013 | Q3 2013 | 2 |
EL | LAUDER ESTEE COS INC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2022 | Q3 2022 | 2 |
TCOM | TRIP COM GROUP LTD | 2 | 2 | 0.07% | 0.12% | 0.17% | Q2 2021 | Q3 2021 | 2 |
SNOW | SNOWFLAKE INC | 2 | 2 | 0.06% | 0.12% | 0.18% | Q2 2023 | Q3 2023 | 2 |
BXMT | BLACKSTONE MTG TR INC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
ANGO | ANGIODYNAMICS INC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q4 2020 | 2 |
PCRX | PACIRA BIOSCIENCES | 1 | 1 | 0.10% | 0.11% | 0.12% | Q3 2019 | Q1 2020 | 2 |
TPL | TEXAS PAC LD TR | 2 | 2 | 0.07% | 0.10% | 0.14% | Q1 2020 | Q2 2020 | 2 |
DBX | DROPBOX INC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q3 2020 | 2 |
GDS | GDS HLDGS LTD | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2021 | Q3 2021 | 2 |
RIT | LMP REAL ESTATE INCOME... | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2015 | Q3 2015 | 2 |
ABC | AMERISOURCEBERGEN CORP | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2019 | Q4 2019 | 2 |
ANAB | ANAPTYSBIO INC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q1 2019 | 2 |
ANDV | ANDEAVOR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q3 2018 | 2 |
IHI | ISHARES TR IHI | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2019 | Q4 2019 | 2 |
ALGN | ALIGN TECHNOLOGY INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
TOL | TOLL BROTHERS INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
SWKS | SKYWORKS SOLUTIONS INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2021 | 2 |
TMO | THERMO FISHER SCIENTIF... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 2 |
LQDA | LIQUIDIA CORPORATION | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
ELGXQ | ENDOLOGIX INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
ACB | AURORA CANNABIS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
ONCYF | ONCOLYTICS BIOTECH INC... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
AMAZON.COM INC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q2 2013 | Q2 2013 | 1 | |
ALLERGAN INC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2013 | Q2 2013 | 1 | |
B108PS | ACTAVIS INC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2015 | Q1 2015 | 1 |
ABBOTT LABORATORIES | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2013 | Q2 2013 | 1 | |
BOEING CO | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2013 | Q2 2013 | 1 | |
BANK OF AMERICA CORP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2013 | Q2 2013 | 1 | |
CTXS | CITRIX SYS INC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2020 | Q2 2020 | 1 |
RXT | RACKSPACE TECHNOLOGY INC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2021 | Q2 2021 | 1 |
BP PLC ADR (CNV INTO 6... | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2013 | Q2 2013 | 1 | |
REGN | REGENERON PHARMACEUTIC... | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2015 | Q4 2015 | 1 |
APLPRECL | ATLAS PIPELINE PARTNER... | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2014 | Q3 2014 | 1 |
PVTD | PRIVATEBANCORP INC SUB... | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2014 | Q3 2014 | 1 |
ABV | COMPANHIA DE BEBIDAS D... | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2013 | Q2 2013 | 1 |
ARPPQ | ATLAS RESOURCE PARTNER... | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2014 | Q3 2014 | 1 |
AMERICAN STATES WATER CO | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2013 | Q2 2013 | 1 | |
AMERICAN ELEC PWR CO | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q2 2013 | 1 | |
MWRCL | MORGAN STANLEY CAP TR ... | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2014 | Q3 2014 | 1 |
METPRA | METLIFE INC PFD SER A ... | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2014 | Q3 2014 | 1 |
KKR | KKR & CO LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2014 | Q2 2014 | 1 |
WFCPRQ | WELLS FARGO & CO NEW D... | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2014 | Q3 2014 | 1 |
SWHC | SMITH & WESSON HLDG CORP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2016 | Q3 2016 | 1 |
SPOT | SPOTIFY TECHNOLOGY S A | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
BIDU | BAIDU INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
VCIT | VANGUARD SCOTTSDALE FD... | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2014 | Q3 2014 | 1 |
DFE | WISDOMTREE TR EUROPE S... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2014 | Q1 2014 | 1 |
MAKO | MAKO SURGICAL CORP COM | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2013 | Q3 2013 | 1 |
WYNN MACAU LTD HKD0.00... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 | |
ATHN | ATHENAHEALTH INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
EUO | PROSHARES TR II PROSHA... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
GWPH | GW PHARMACEUTICALS PLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
EZU | ISHARES MSCI EMU ETF | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2014 | Q2 2014 | 1 |
ORGO | ORGANOGENESIS HLDGS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
BUFF | BLUE BUFFALO PET PRODS... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2018 | Q1 2018 | 1 |
RDSA | ROYAL DUTCH SHELL PLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
CELG | CELGENE CORP COM | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
MCK | MCKESSON CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
HOLX | HOLOGIC INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
ISHARES 20+ YR TREASUR... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2015 | Q2 2015 | 1 | |
PAA | PLAINS ALL AMERICAN PI... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
GLOBALFOUNDRIES INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 | |
TMV | DIREXION SHS ETF TR 20... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
ARNA | ARENA PHARMACEUTICALS INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
LEGN | LEGEND BIOTECH CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
XRAY | DENTSPLY SIRONA INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
MDXG | MIMEDX GROUP INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
KMX | CARMAX INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
TARO | TARO PHARMACEUTICAL IN... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
WW | WEIGHT WATCHERS INTL I... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
OHI | OMEGA HEALTHCARE INVS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
MAIN | MAIN STREET CAPITAL CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
PNC | PNC FINL SVCS GROUP INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
DGX | QUEST DIAGNOSTICS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
FHN | FIRST HORIZON CORPORATION | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
NHF | NEXPOINT CR STRATEGIES... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
WPC | W P CAREY INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
ITGR | INTEGER HLDGS CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
TBIO | TRANSLATE BIO INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
BLL | BALL CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
MTG | MGIC INVT CORP WIS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
DERM | DERMIRA INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
MRNA | MODERNA INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
IMPL | IMPEL NEUROPHARMA INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
P | PANDORA MEDIA INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
GPN | GLOBAL PMTS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
ARCC | ARES CAPITAL CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
MDLZ | MONDELEZ INTL INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NXRT | NEXPOINT RESIDENTIAL T... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
VIAC | VIACOMCBS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
MYGN | MYRIAD GENETICS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
ANWWQ | AEGEAN MARINE PETROLEU... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
ALT | ALTIMMUNE INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
FTR | FRONTIER COMMUNICATION... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
PRTK | PARATEK PHARMACEUTICAL... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
CHRS | COHERUS BIOSCIENCES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
UONE | URBAN ONE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
MNLO | MENLO THERAPEUTICS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
VYNE | VYNE THERAPEUTICS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WTER | ALKALINE WTR CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DRNE | DRONE AVIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
AUD | AUDACY INC | 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 SPDR S&P 500 TRUST, ISHARES TR SM IJR, and VISA INC COM CL A, are the highest-conviction holdings of King Wealth Management Group.
The conviction is calculated by counting the number of quarters a security has been reported by King Wealth Management Group. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that King Wealth Management Group owns currently or has owned in the past.