478 is the total number of securities Strategic Advisors LLC has owned. The longest Strategic Advisors LLC has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 42 | 42 | 1.33% | 5.21% | 9.38% | Q2 2013 | Q3 2023 | 42 |
MSFT | MICROSOFT CORP | 42 | 42 | 1.86% | 3.59% | 6.16% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON | 42 | 42 | 0.18% | 2.66% | 4.20% | Q2 2013 | Q3 2023 | 42 |
HD | HOME DEPOT INC | 42 | 42 | 1.52% | 2.38% | 3.42% | Q2 2013 | Q3 2023 | 42 |
VZ | Verizon Communicatn | 42 | 42 | 0.21% | 2.19% | 4.29% | Q2 2013 | Q3 2023 | 42 |
T | A T & T Inc New | 42 | 42 | 0.36% | 1.82% | 3.53% | Q2 2013 | Q3 2023 | 42 |
V | Visa Inc Cl A | 42 | 42 | 0.32% | 1.78% | 3.39% | Q2 2013 | Q3 2023 | 42 |
WM | WASTE MGMT INC DEL | 42 | 42 | 1.11% | 1.56% | 2.17% | Q2 2013 | Q3 2023 | 42 |
MET | METLIFE INC | 42 | 42 | 0.21% | 1.42% | 2.93% | Q2 2013 | Q3 2023 | 42 |
ABBV | ABBVIE INC | 42 | 42 | 0.19% | 1.39% | 2.76% | Q2 2013 | Q3 2023 | 42 |
PFE | Pfizer Incorporated | 42 | 42 | 0.14% | 1.38% | 3.02% | Q2 2013 | Q3 2023 | 42 |
JPM | JPMORGAN CHASE & CO | 42 | 42 | 0.33% | 1.22% | 2.37% | Q2 2013 | Q3 2023 | 42 |
MRK | MERCK & CO INC NEW | 42 | 42 | 0.31% | 1.20% | 2.50% | Q2 2013 | Q3 2023 | 42 |
DUK | DUKE ENERGY CORP NEW | 42 | 42 | 0.18% | 1.14% | 1.75% | Q2 2013 | Q3 2023 | 42 |
PG | PROCTER & GAMBLE CO | 42 | 42 | 0.44% | 1.09% | 2.03% | Q2 2013 | Q3 2023 | 42 |
PEP | Pepsico Incorporated | 42 | 42 | 0.32% | 0.85% | 2.20% | Q2 2013 | Q3 2023 | 42 |
MMM | 3m Company | 42 | 42 | 0.13% | 0.84% | 1.56% | Q2 2013 | Q3 2023 | 42 |
PSX | PHILLIPS 66 | 42 | 42 | 0.15% | 0.75% | 1.66% | Q2 2013 | Q3 2023 | 42 |
KO | Coca Cola Company | 42 | 42 | 0.12% | 0.71% | 1.68% | Q2 2013 | Q3 2023 | 42 |
TMO | Thermo Fisher Scntfc | 42 | 42 | 0.48% | 0.70% | 1.10% | Q2 2013 | Q3 2023 | 42 |
UPS | United Parcel Srvc | 42 | 42 | 0.31% | 0.68% | 1.18% | Q2 2013 | Q3 2023 | 42 |
EMR | Emerson Electric Co | 42 | 42 | 0.09% | 0.55% | 1.37% | Q2 2013 | Q3 2023 | 42 |
PRU | PRUDENTIAL FINL INC | 42 | 42 | 0.17% | 0.53% | 0.98% | Q2 2013 | Q3 2023 | 42 |
CVS | CVS HEALTH CORP | 42 | 42 | 0.12% | 0.50% | 0.75% | Q2 2013 | Q3 2023 | 42 |
INTC | INTEL CORP | 42 | 42 | 0.14% | 0.46% | 0.72% | Q2 2013 | Q3 2023 | 42 |
EPD | ENTERPRISE PRODS PARTN... | 42 | 42 | 0.08% | 0.46% | 0.90% | Q2 2013 | Q3 2023 | 42 |
XLK | Technology Select Sector | 42 | 42 | 0.25% | 0.41% | 0.62% | Q2 2013 | Q3 2023 | 42 |
TROW | Rowe T Price Group Inc | 42 | 42 | 0.12% | 0.30% | 0.63% | Q2 2013 | Q3 2023 | 42 |
CMCSA | Comcast Corporation | 42 | 42 | 0.07% | 0.26% | 0.43% | Q2 2013 | Q3 2023 | 42 |
ORCL | Oracle Corporation | 42 | 42 | 0.06% | 0.20% | 0.35% | Q2 2013 | Q3 2023 | 42 |
SCHB | Schw US Brd Mkt Etf | 41 | 41 | 0.81% | 4.96% | 8.11% | Q3 2013 | Q3 2023 | 41 |
FB | META PLATFORMS INC | 41 | 41 | 0.26% | 1.41% | 2.27% | Q3 2013 | Q3 2023 | 41 |
BRKB | BERKSHIRE HATHAWAY INC... | 36 | 5 | 0.25% | 0.91% | 1.63% | Q2 2013 | Q3 2023 | 41 |
TRV | TRAVELERS COMPANIES INC | 33 | 8 | 0.07% | 0.58% | 1.83% | Q2 2013 | Q3 2023 | 41 |
BAC | BANK OF AMERICA CORPOR... | 29 | 12 | 0.10% | 0.55% | 1.42% | Q2 2013 | Q3 2023 | 41 |
MA | MASTERCARD INCORPORATED | 41 | 41 | 0.19% | 0.54% | 1.01% | Q3 2013 | Q3 2023 | 41 |
AXP | American Express Company | 33 | 8 | 0.12% | 0.27% | 0.43% | Q2 2013 | Q3 2023 | 41 |
DIS | Walt Disney Co | 40 | 40 | 0.17% | 0.65% | 0.98% | Q4 2013 | Q3 2023 | 40 |
SBUX | STARBUCKS CORP | 40 | 40 | 0.05% | 0.37% | 0.90% | Q4 2013 | Q3 2023 | 40 |
SO | The Southern Company | 32 | 8 | 0.04% | 0.26% | 1.20% | Q2 2013 | Q3 2023 | 40 |
SWK | STANLEY BLACK & DECKER... | 22 | 4 | 0.08% | 0.25% | 0.83% | Q2 2013 | Q3 2023 | 40 |
SCHD | Schwab US Dividend | 28 | 11 | 0.04% | 0.99% | 3.86% | Q2 2013 | Q3 2023 | 39 |
XOM | Exxon Mobil Corporation | 28 | 11 | 0.06% | 0.90% | 2.54% | Q2 2013 | Q3 2023 | 39 |
ETN | EATON CORP PLC | 27 | 12 | 0.06% | 0.50% | 1.18% | Q3 2013 | Q3 2023 | 39 |
AMZN | AMAZON COM INC | 33 | 1 | 0.16% | 2.94% | 6.75% | Q3 2013 | Q3 2023 | 38 |
BACPRL | BK OF AMERICA CORP | 30 | 8 | 0.04% | 0.68% | 1.50% | Q2 2013 | Q3 2023 | 38 |
HON | HONEYWELL INTL INC | 36 | 2 | 0.13% | 0.26% | 0.42% | Q1 2014 | Q3 2023 | 38 |
AEP | AMERICAN ELEC PWR INC | 26 | 11 | 0.06% | 0.26% | 0.56% | Q2 2014 | Q3 2023 | 37 |
WFC | WELLS FARGO CO NEW | 36 | 36 | 0.04% | 0.90% | 2.33% | Q2 2013 | Q1 2022 | 36 |
IBM | Intl Business Machines | 28 | 8 | 0.11% | 0.50% | 1.53% | Q2 2013 | Q3 2023 | 36 |
QCOM | QUALCOMM INC | 18 | 1 | 0.08% | 0.21% | 0.47% | Q2 2013 | Q3 2023 | 36 |
PM | PHILIP MORRIS INTL INC | 30 | 5 | 0.05% | 0.28% | 0.64% | Q2 2014 | Q3 2023 | 35 |
IWB | Ishares Tr Russell | 27 | 8 | 0.09% | 0.26% | 0.50% | Q2 2013 | Q3 2023 | 35 |
BMY | BRISTOL MYERS SQUIBB CO | 34 | 34 | 0.15% | 0.91% | 2.32% | Q2 2013 | Q3 2021 | 34 |
VTI | Vanguard Total Stock Mkt | 34 | 34 | 0.06% | 0.18% | 0.32% | Q2 2015 | Q3 2023 | 34 |
GS | GOLDMAN SACHS GROUP INC | 32 | 1 | 0.13% | 0.60% | 1.29% | Q2 2015 | Q3 2023 | 33 |
UNH | Unitedhealth Grp Inc | 31 | 2 | 0.12% | 0.50% | 0.94% | Q2 2015 | Q3 2023 | 33 |
GOOGL | ALPHABET INC | 32 | 32 | 0.86% | 2.32% | 3.51% | Q4 2015 | Q3 2023 | 32 |
CSCO | Cisco Systems Inc | 29 | 3 | 0.13% | 0.89% | 1.40% | Q2 2013 | Q3 2023 | 32 |
MO | ALTRIA GROUP INC | 28 | 4 | 0.04% | 0.59% | 1.24% | Q2 2013 | Q1 2023 | 32 |
JBLU | JETBLUE AWYS CORP | 31 | 1 | 0.03% | 0.42% | 1.13% | Q4 2014 | Q4 2022 | 32 |
MCD | MCDONALDS CORP | 22 | 4 | 0.09% | 0.30% | 0.96% | Q2 2013 | Q3 2023 | 32 |
GOOG | ALPHABET INC | 32 | 32 | 0.18% | 0.24% | 0.31% | Q4 2015 | Q3 2023 | 32 |
UAL | UNITED CONTL HLDGS INC | 19 | 1 | 0.06% | 0.54% | 1.04% | Q4 2014 | Q3 2023 | 31 |
XLP | Spdr Fund Consumer | 31 | 31 | 0.15% | 0.33% | 0.59% | Q1 2016 | Q3 2023 | 31 |
XLY | Spdr Fund Consumer | 31 | 31 | 0.05% | 0.26% | 0.57% | Q1 2016 | Q3 2023 | 31 |
CIK | CREDIT SUISSE ASSET MG... | 30 | 1 | 0.02% | 0.09% | 0.14% | Q4 2015 | Q3 2023 | 31 |
RMCF | ROCKY MTN CHOCOLATE FA... | 20 | 4 | 0.01% | 0.05% | 0.13% | Q2 2015 | Q3 2023 | 31 |
GILD | GILEAD SCIENCES INC | 16 | 4 | 0.06% | 0.30% | 0.88% | Q2 2014 | Q3 2023 | 30 |
NKE | Nike Inc Class B | 21 | 1 | 0.08% | 0.30% | 0.80% | Q4 2014 | Q3 2023 | 30 |
LOW | LOWES COS INC | 24 | 2 | 0.10% | 0.19% | 0.24% | Q2 2013 | Q3 2023 | 30 |
VOE | Vanguard Mid Cap Value | 14 | 4 | 0.04% | 0.09% | 0.15% | Q1 2014 | Q3 2023 | 30 |
WFCPRL | Wells Fargo L | 14 | 1 | 0.04% | 0.59% | 1.91% | Q2 2013 | Q3 2023 | 29 |
C | CITIGROUP INC | 16 | 1 | 0.06% | 0.59% | 1.25% | Q2 2013 | Q4 2020 | 29 |
LMT | LOCKHEED MARTIN CORP | 29 | 29 | 0.09% | 0.21% | 0.37% | Q3 2016 | Q3 2023 | 29 |
CVX | Chevron Corporation | 15 | 13 | 0.20% | 0.84% | 2.16% | Q2 2013 | Q3 2023 | 28 |
PFF | ISHARES TR | 20 | 8 | 0.04% | 0.37% | 3.24% | Q2 2013 | Q3 2021 | 28 |
UL | Unilever Plc Adr New | 14 | 1 | 0.08% | 0.31% | 0.66% | Q4 2014 | Q3 2023 | 28 |
HIG | Hartford Finl Svcs Grp | 28 | 28 | 0.09% | 0.27% | 0.48% | Q2 2013 | Q1 2020 | 28 |
BA | BOEING CO | 16 | 1 | 0.05% | 0.26% | 0.78% | Q2 2015 | Q4 2022 | 28 |
AFL | AFLAC INC | 27 | 27 | 0.32% | 0.73% | 0.94% | Q2 2013 | Q4 2019 | 27 |
ED | CONSOLIDATED EDISON INC | 19 | 8 | 0.05% | 0.52% | 1.10% | Q2 2013 | Q3 2023 | 27 |
HEIA | HEICO CORP NEW | 27 | 27 | 0.16% | 0.44% | 0.87% | Q1 2017 | Q3 2023 | 27 |
GIS | GENERAL MLS INC | 27 | 27 | 0.08% | 0.37% | 0.64% | Q2 2013 | Q4 2019 | 27 |
AIG | AMERICAN INTL GROUP INC | 27 | 27 | 0.11% | 0.37% | 0.69% | Q2 2013 | Q4 2019 | 27 |
UTX | UNITED TECHNOLOGIES CORP | 27 | 27 | 0.18% | 0.23% | 0.32% | Q2 2013 | Q4 2019 | 27 |
ANTM | ELEVANCE HEALTH INC | 27 | 27 | 0.13% | 0.22% | 0.42% | Q1 2017 | Q3 2023 | 27 |
VGT | VANGUARD WORLD FDS | 24 | 3 | 0.04% | 0.15% | 0.24% | Q4 2016 | Q3 2023 | 27 |
DAL | Delta Air Lines Inc New | 14 | 1 | 0.13% | 0.41% | 0.80% | Q3 2016 | Q3 2023 | 26 |
YUM | YUM BRANDS INC | 14 | 12 | 0.12% | 0.24% | 0.45% | Q1 2014 | Q3 2022 | 26 |
BOND | Pimco Total Return | 17 | 2 | 0.47% | 1.87% | 3.20% | Q1 2016 | Q3 2023 | 24 |
SCHF | Schw Intl Eq Etf | 12 | 1 | 0.10% | 0.95% | 2.29% | Q2 2013 | Q1 2022 | 24 |
D | Dominion Res Inc Va New | 24 | 24 | 0.13% | 0.50% | 1.40% | Q4 2017 | Q3 2023 | 24 |
VEEV | Veeva Systems Inc | 24 | 24 | 0.12% | 0.32% | 0.68% | Q4 2017 | Q3 2023 | 24 |
DHR | DANAHER CORPORATION | 22 | 1 | 0.08% | 0.19% | 0.26% | Q2 2014 | Q3 2023 | 24 |
SPY | SPDR S&P 500 ETF TR | 22 | 1 | 0.12% | 1.65% | 3.19% | Q4 2014 | Q3 2023 | 23 |
CRM | SALESFORCE INC | 23 | 23 | 0.08% | 0.72% | 1.29% | Q1 2018 | Q3 2023 | 23 |
RQI | COHEN & STEERS QUALITY... | 23 | 23 | 0.06% | 0.14% | 0.22% | Q1 2018 | Q3 2023 | 23 |
QQQ | Invesco QQQ Trust | 22 | 22 | 2.33% | 3.09% | 4.67% | Q2 2018 | Q3 2023 | 22 |
ARKK | Ark Innovation Etf | 22 | 22 | 0.12% | 0.81% | 2.13% | Q2 2018 | Q3 2023 | 22 |
LLY | LILLY ELI & CO | 13 | 3 | 0.04% | 0.46% | 0.94% | Q3 2013 | Q3 2023 | 22 |
CAT | CATERPILLAR INC DEL | 12 | 10 | 0.08% | 0.42% | 0.59% | Q2 2013 | Q3 2023 | 22 |
IJR | Ishares Tr S&P Smallcap | 14 | 8 | 0.06% | 0.21% | 0.46% | Q3 2016 | Q1 2023 | 22 |
WMT | Wal-Mart Stores Inc | 21 | 1 | 0.08% | 0.18% | 0.30% | Q1 2018 | Q3 2023 | 22 |
VV | Vanguard Large Cap Etf | 14 | 1 | 0.13% | 0.17% | 0.21% | Q2 2013 | Q2 2020 | 22 |
SQ | Square Inc | 22 | 22 | 0.09% | 0.16% | 0.47% | Q2 2018 | Q3 2023 | 22 |
ING | ING GROEP N V | 20 | 1 | 0.18% | 0.86% | 1.35% | Q3 2013 | Q2 2019 | 21 |
KMB | KIMBERLY CLARK CORP | 21 | 21 | 0.31% | 0.59% | 0.87% | Q2 2013 | Q2 2018 | 21 |
ABT | ABBOTT LABS | 14 | 1 | 0.08% | 0.48% | 0.82% | Q2 2013 | Q3 2023 | 21 |
NOW | SERVICENOW INC | 21 | 21 | 0.08% | 0.17% | 0.25% | Q3 2018 | Q3 2023 | 21 |
NRO | Neuberger Bermn Real Est | 16 | 1 | 0.01% | 0.08% | 0.28% | Q3 2016 | Q1 2022 | 21 |
GE | General Electric Company | 19 | 1 | 0.07% | 3.05% | 3.94% | Q2 2013 | Q2 2018 | 20 |
DB | DEUTSCHE BANK AG | 19 | 1 | 0.52% | 0.78% | 1.34% | Q4 2013 | Q2 2019 | 20 |
ENB | ENBRIDGE INC | 20 | 20 | 0.08% | 0.52% | 1.24% | Q4 2018 | Q3 2023 | 20 |
MDLZ | Mondelez Intl Inc Cl A | 11 | 9 | 0.12% | 0.29% | 0.42% | Q2 2013 | Q4 2020 | 20 |
F | FORD MTR CO DEL | 11 | 1 | 0.05% | 0.19% | 0.78% | Q2 2013 | Q3 2023 | 20 |
HSBC | Hsbc Holdings | 14 | 1 | 0.75% | 1.39% | 2.30% | Q4 2013 | Q4 2019 | 19 |
NVDA | NVIDIA CORPORATION | 19 | 19 | 0.23% | 1.21% | 3.48% | Q1 2019 | Q3 2023 | 19 |
GSK | Glaxosmithkline Plc Adrf | 12 | 3 | 0.12% | 0.96% | 1.74% | Q2 2013 | Q2 2019 | 19 |
AMGN | Amgen Incorporated | 10 | 9 | 0.09% | 0.62% | 1.49% | Q1 2017 | Q3 2023 | 19 |
FDX | Fedex Corporation | 9 | 1 | 0.05% | 0.21% | 0.42% | Q4 2015 | Q2 2022 | 19 |
SLB | SCHLUMBERGER LTD | 18 | 18 | 0.14% | 0.68% | 1.00% | Q2 2013 | Q3 2017 | 18 |
WRI | Weingarten Rlty Invs Sbi | 8 | 1 | 0.08% | 0.51% | 1.00% | Q2 2013 | Q2 2021 | 18 |
XLV | SELECT SECTOR SPDR TR | 15 | 3 | 0.08% | 0.29% | 0.46% | Q1 2019 | Q3 2023 | 18 |
USB | U S Bancorp Del New | 18 | 18 | 0.07% | 0.24% | 0.47% | Q2 2018 | Q3 2022 | 18 |
IWF | ISHARES TR | 16 | 1 | 0.04% | 0.18% | 0.48% | Q1 2016 | Q4 2021 | 18 |
NYCB | NEW YORK CMNTY BANCORP... | 11 | 2 | 0.06% | 0.14% | 0.35% | Q2 2013 | Q3 2023 | 18 |
ADX | Adams Express Co | 18 | 18 | 0.07% | 0.12% | 0.21% | Q4 2018 | Q1 2023 | 18 |
CTVA | Corteva Inc com | 18 | 18 | 0.05% | 0.10% | 0.20% | Q2 2019 | Q3 2023 | 18 |
DOW | DOW CHEM CO | 17 | 17 | 0.99% | 1.43% | 2.12% | Q2 2013 | Q2 2017 | 17 |
TJX | TJX COS INC NEW | 16 | 1 | 0.03% | 0.70% | 1.82% | Q2 2013 | Q4 2021 | 17 |
KHC | Kraft Heinz Company | 17 | 17 | 0.13% | 0.69% | 1.10% | Q3 2015 | Q3 2019 | 17 |
BABA | Alibaba Group Hldg Adr | 17 | 17 | 0.06% | 0.49% | 0.82% | Q3 2017 | Q3 2021 | 17 |
ARKG | Ark Genomic Revolution | 17 | 17 | 0.06% | 0.43% | 1.71% | Q3 2019 | Q3 2023 | 17 |
GM | GENERAL MTRS CO | 12 | 2 | 0.15% | 0.38% | 0.60% | Q2 2014 | Q3 2023 | 17 |
AMD | ADVANCED MICRO DEVICES... | 16 | 1 | 0.10% | 0.27% | 0.40% | Q3 2018 | Q3 2023 | 17 |
DOW | DOW INC | 17 | 17 | 0.04% | 0.12% | 0.20% | Q3 2019 | Q3 2023 | 17 |
NFLX | NETFLIX INC | 10 | 1 | 0.04% | 0.10% | 0.21% | Q1 2016 | Q2 2023 | 17 |
VMW | Vmware Inc Cl A | 17 | 17 | 0.04% | 0.09% | 0.15% | Q2 2018 | Q2 2022 | 17 |
SHW | SHERWIN WILLIAMS CO | 17 | 17 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q3 2023 | 17 |
XXII | 22ND CENTY GROUP INC | 5 | 1 | 0.01% | 0.03% | 0.10% | Q1 2014 | Q4 2020 | 17 |
DBEF | Xtrackers MSCI EAFE He... | 16 | 16 | 0.09% | 1.21% | 2.70% | Q4 2019 | Q3 2023 | 16 |
FNDA | SCHWAB STRATEGIC TR | 16 | 16 | 0.27% | 1.02% | 1.54% | Q1 2016 | Q4 2019 | 16 |
CCL | Carnival Corp New | 12 | 1 | 0.18% | 0.53% | 0.96% | Q4 2014 | Q4 2019 | 16 |
TFC | Truist Finl Corp Com | 16 | 16 | 0.12% | 0.51% | 0.92% | Q4 2019 | Q3 2023 | 16 |
TTE | TOTAL S A | 8 | 3 | 0.05% | 0.48% | 0.89% | Q2 2013 | Q3 2023 | 16 |
VO | Vanguard Mid Cap Etf | 15 | 1 | 0.06% | 0.42% | 0.74% | Q1 2016 | Q3 2023 | 16 |
RDSA | ROYAL DUTCH SHELL PLC | 14 | 2 | 0.07% | 0.34% | 0.90% | Q3 2016 | Q4 2021 | 16 |
EL | LAUDER ESTEE COS INC | 10 | 6 | 0.12% | 0.26% | 0.36% | Q3 2018 | Q3 2023 | 16 |
XLC | SELECT SECTOR SPDR TR | 9 | 1 | 0.05% | 0.21% | 0.60% | Q3 2018 | Q1 2023 | 16 |
XLE | SELECT SECTOR SPDR TR | 11 | 1 | 0.09% | 0.16% | 0.23% | Q2 2014 | Q3 2023 | 16 |
EXC | Exelon Corporation | 14 | 2 | 0.08% | 0.16% | 0.34% | Q2 2019 | Q3 2023 | 16 |
BDGE | BRIDGE BANCORP INC | 16 | 16 | 0.10% | 0.14% | 0.18% | Q1 2016 | Q4 2019 | 16 |
ITA | ISHARES TR | 8 | 2 | 0.08% | 0.13% | 0.17% | Q3 2014 | Q4 2019 | 16 |
CB | Chubb Ltd | 9 | 2 | 0.04% | 0.10% | 0.18% | Q2 2017 | Q3 2023 | 16 |
XEL | XCEL ENERGY INC | 16 | 16 | 0.04% | 0.08% | 0.12% | Q2 2019 | Q1 2023 | 16 |
ITW | Illinois Tool Works Inc | 6 | 1 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 16 |
AHL | ASPEN INSURANCE HOLDIN... | 15 | 15 | 0.57% | 0.93% | 1.33% | Q4 2013 | Q2 2017 | 15 |
TSLA | Tesla Motors Inc | 15 | 15 | 0.09% | 0.73% | 2.19% | Q1 2020 | Q3 2023 | 15 |
SCHG | Schw US Lcap Gro Etf | 11 | 2 | 0.11% | 0.48% | 1.44% | Q3 2015 | Q1 2022 | 15 |
WY | WEYERHAEUSER CO | 12 | 1 | 0.12% | 0.46% | 0.72% | Q3 2013 | Q1 2022 | 15 |
SCHE | Schw Emg Mkt Eq Etf | 8 | 1 | 0.10% | 0.45% | 1.15% | Q2 2013 | Q2 2019 | 15 |
COST | COSTCO WHSL CORP NEW | 15 | 15 | 0.36% | 0.43% | 0.55% | Q1 2020 | Q3 2023 | 15 |
NRK | NUVEEN NY AMT-FREE MUN... | 6 | 1 | 0.02% | 0.42% | 0.91% | Q2 2013 | Q3 2023 | 15 |
K | KELLOGG CO | 15 | 15 | 0.23% | 0.41% | 0.62% | Q2 2013 | Q4 2016 | 15 |
MDT | MEDTRONIC PLC | 9 | 3 | 0.05% | 0.27% | 0.56% | Q3 2018 | Q3 2023 | 15 |
RYT | RYDEX ETF TRUST | 9 | 6 | 0.11% | 0.20% | 0.35% | Q1 2014 | Q4 2017 | 15 |
MDYG | Spdr SP 400 Mid Cap | 14 | 14 | 0.18% | 1.43% | 2.01% | Q4 2016 | Q1 2020 | 14 |
BBT | Bb&T Corporation | 14 | 14 | 0.63% | 0.70% | 0.83% | Q2 2016 | Q3 2019 | 14 |
DD | DUPONT DE NEMOURS INC | 13 | 1 | 0.13% | 0.32% | 0.58% | Q3 2019 | Q3 2023 | 14 |
CFG | CITIZENS FINL GROUP INC | 14 | 14 | 0.16% | 0.32% | 0.47% | Q2 2020 | Q3 2023 | 14 |
PAVE | Global X US Infrastruc... | 14 | 14 | 0.20% | 0.30% | 0.43% | Q2 2020 | Q3 2023 | 14 |
IHI | iShares US Medical Dev... | 14 | 14 | 0.10% | 0.15% | 0.24% | Q2 2020 | Q3 2023 | 14 |
SPHQ | Invesco S&P 500 Qualit... | 14 | 14 | 0.04% | 0.12% | 0.22% | Q2 2020 | Q3 2023 | 14 |
UN | Unilever N V Ny Shs Newf | 14 | 14 | 0.08% | 0.10% | 0.12% | Q2 2017 | Q3 2020 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.06% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 14 |
NSC | NORFOLK SOUTHERN CORP | 13 | 13 | 0.69% | 0.94% | 1.06% | Q2 2013 | Q2 2016 | 13 |
SLF | SUN LIFE FINL INC | 13 | 13 | 0.34% | 0.54% | 0.79% | Q2 2013 | Q2 2016 | 13 |
PH | PARKER-HANNIFIN CORP | 13 | 13 | 0.38% | 0.50% | 0.76% | Q3 2020 | Q3 2023 | 13 |
SHOP | SHOPIFY INC | 10 | 3 | 0.11% | 0.30% | 1.20% | Q2 2020 | Q3 2023 | 13 |
NAN | NUVEEN NY DIVID ADVNTG... | 6 | 1 | 0.02% | 0.23% | 0.57% | Q4 2015 | Q3 2023 | 13 |
FLR | FLUOR CORP NEW | 9 | 1 | 0.11% | 0.23% | 0.45% | Q2 2013 | Q1 2017 | 13 |
SCHW | The Charles Schwab Corp | 12 | 1 | 0.11% | 0.23% | 0.34% | Q4 2015 | Q2 2019 | 13 |
NUE | NUCOR CORP | 11 | 2 | 0.10% | 0.16% | 0.28% | Q2 2017 | Q3 2023 | 13 |
HACK | Purefunds Ise Cyber | 11 | 2 | 0.05% | 0.08% | 0.12% | Q3 2019 | Q4 2022 | 13 |
SPTL | SPDR SER TR | 6 | 2 | 0.14% | 0.85% | 1.18% | Q4 2018 | Q1 2023 | 12 |
ABNB | AIRBNB INC | 12 | 12 | 0.09% | 0.48% | 0.97% | Q4 2020 | Q3 2023 | 12 |
SCHA | SCHWAB STRATEGIC TR | 12 | 12 | 0.12% | 0.44% | 0.77% | Q2 2013 | Q1 2016 | 12 |
SCHO | SCHWAB STRATEGIC TR | 6 | 2 | 0.12% | 0.38% | 0.50% | Q4 2018 | Q1 2023 | 12 |
SCHR | SCHWAB STRATEGIC TR | 6 | 2 | 0.07% | 0.34% | 0.45% | Q4 2018 | Q1 2023 | 12 |
ARKF | ARK FINTECH INNOVATION... | 11 | 1 | 0.06% | 0.26% | 0.70% | Q2 2020 | Q3 2023 | 12 |
MCK | Mckesson Corporation | 12 | 12 | 0.09% | 0.14% | 0.23% | Q4 2020 | Q3 2023 | 12 |
ENX | EATON VANCE NEW YORK M... | 7 | 2 | 0.05% | 0.10% | 0.18% | Q2 2016 | Q4 2020 | 12 |
CLX | Clorox Company | 10 | 2 | 0.03% | 0.09% | 0.18% | Q1 2020 | Q1 2023 | 12 |
BCX | BlackRock Resources & ... | 11 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 12 |
BP | Bp Plc Adr | 8 | 3 | 0.08% | 1.63% | 2.80% | Q2 2013 | Q1 2020 | 11 |
OXY | Occidental Petrol Co | 9 | 2 | 0.13% | 1.08% | 1.85% | Q2 2013 | Q3 2018 | 11 |
SCHM | SCHWAB STRATEGIC TR | 11 | 11 | 0.49% | 0.77% | 0.94% | Q2 2013 | Q4 2015 | 11 |
PJP | POWERSHARES ETF TRUST | 11 | 11 | 0.14% | 0.53% | 1.03% | Q1 2014 | Q3 2016 | 11 |
IP | INTL PAPER CO | 5 | 2 | 0.26% | 0.49% | 0.85% | Q2 2013 | Q3 2023 | 11 |
JCI | JOHNSON CTLS INC | 11 | 11 | 0.28% | 0.49% | 0.73% | Q4 2013 | Q2 2016 | 11 |
POM | PEPCO HOLDINGS INC | 11 | 11 | 0.38% | 0.47% | 0.52% | Q2 2013 | Q4 2015 | 11 |
AVGO | Broadcom Ltd | 10 | 1 | 0.05% | 0.37% | 0.77% | Q4 2020 | Q3 2023 | 11 |
AEG | Aegon Nv Cap | 6 | 2 | 0.18% | 0.36% | 0.54% | Q3 2013 | Q2 2019 | 11 |
APD | AIR PRODS & CHEMS INC | 11 | 11 | 0.18% | 0.29% | 0.46% | Q1 2021 | Q3 2023 | 11 |
PYPL | Paypal Holdings Inco | 11 | 11 | 0.10% | 0.19% | 0.34% | Q2 2019 | Q4 2021 | 11 |
ADBE | ADOBE SYSTEMS INCORPOR... | 10 | 1 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 11 |
DE | DEERE & CO | 10 | 10 | 0.71% | 0.95% | 1.06% | Q2 2013 | Q3 2015 | 10 |
GOOGL | GOOGLE INC | 10 | 10 | 0.50% | 0.88% | 1.19% | Q2 2013 | Q3 2015 | 10 |
KEY | KEYCORP NEW | 10 | 10 | 0.24% | 0.62% | 0.84% | Q2 2013 | Q3 2015 | 10 |
TWO | TWO HBRS INVT CORP | 10 | 10 | 0.37% | 0.47% | 0.70% | Q2 2013 | Q3 2015 | 10 |
MRVL | MARVELL TECHNOLOGY INC | 10 | 10 | 0.08% | 0.47% | 0.64% | Q2 2021 | Q3 2023 | 10 |
VLO | Valero Energy Corp New | 7 | 3 | 0.09% | 0.46% | 1.00% | Q1 2018 | Q3 2020 | 10 |
J | Jacobs Engineering Gro... | 9 | 1 | 0.14% | 0.40% | 0.58% | Q4 2018 | Q2 2022 | 10 |
UNP | Union Pacific Corp | 10 | 10 | 0.25% | 0.30% | 0.41% | Q2 2021 | Q3 2023 | 10 |
SPLV | Invesco SP 500 Low Vol... | 10 | 10 | 0.08% | 0.28% | 0.59% | Q3 2018 | Q4 2020 | 10 |
RBLX | Roblox Corp Com Cl A | 10 | 10 | 0.07% | 0.27% | 0.69% | Q2 2021 | Q3 2023 | 10 |
LULU | LULULEMON ATHLETICA INC | 10 | 10 | 0.21% | 0.25% | 0.29% | Q2 2021 | Q3 2023 | 10 |
XLF | SELECT SECTOR SPDR TR | 10 | 10 | 0.05% | 0.23% | 0.36% | Q2 2021 | Q3 2023 | 10 |
SPOT | SPOTIFY TECHNOLOGY S A | 9 | 1 | 0.08% | 0.23% | 0.40% | Q3 2018 | Q3 2023 | 10 |
TT | TRANE TECHNOLOGIES PLC | 10 | 10 | 0.13% | 0.18% | 0.24% | Q1 2021 | Q2 2023 | 10 |
XLI | SELECT SECTOR SPDR TR | 10 | 10 | 0.04% | 0.14% | 0.45% | Q2 2021 | Q3 2023 | 10 |
RFI | Cohen & Steers Tot Ret... | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
MDXG | MIMEDX GROUP INC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
TWO | Two Harbors Investment | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 10 |
COP | CONOCOPHILLIPS | 9 | 9 | 0.82% | 2.13% | 2.63% | Q2 2013 | Q2 2015 | 9 |
QQQ | Powershs Qqq TRUST Ser 1 | 9 | 9 | 0.83% | 1.79% | 2.34% | Q1 2016 | Q1 2018 | 9 |
SPLV | Powershares S&P 500 Low | 9 | 9 | 0.63% | 1.26% | 1.75% | Q1 2016 | Q1 2018 | 9 |
DTE | DTE ENERGY CO | 9 | 9 | 0.32% | 1.04% | 1.32% | Q3 2021 | Q3 2023 | 9 |
KRFT | KRAFT FOODS GROUP INC | 9 | 9 | 0.69% | 0.79% | 1.05% | Q2 2013 | Q2 2015 | 9 |
SNOW | SNOWFLAKE INC | 9 | 9 | 0.25% | 0.36% | 0.85% | Q3 2021 | Q3 2023 | 9 |
TWLO | TWILIO INC | 9 | 9 | 0.08% | 0.30% | 1.04% | Q3 2021 | Q3 2023 | 9 |
AP | AMPCO-PITTSBURGH CORP | 9 | 9 | 0.07% | 0.19% | 0.29% | Q2 2014 | Q2 2016 | 9 |
APU | AMERIGAS PARTNERS L P | 8 | 1 | 0.09% | 0.18% | 0.26% | Q1 2016 | Q3 2018 | 9 |
Blue Foundry Bancorp Com | 9 | 9 | 0.03% | 0.06% | 0.11% | Q3 2021 | Q3 2023 | 9 | |
XLU | Select Sector Uti Select | 4 | 1 | 0.07% | 0.44% | 0.95% | Q2 2013 | Q3 2023 | 8 |
FE | FIRSTENERGY CORP | 8 | 8 | 0.27% | 0.35% | 0.43% | Q4 2021 | Q3 2023 | 8 |
GD | GENERAL DYNAMICS CORP | 8 | 8 | 0.15% | 0.33% | 0.66% | Q4 2016 | Q3 2018 | 8 |
CLBK | Columbia Financial, | 8 | 8 | 0.07% | 0.31% | 0.52% | Q2 2018 | Q1 2020 | 8 |
EVV | EATON VANCE LTD DUR IN... | 8 | 8 | 0.08% | 0.27% | 0.51% | Q1 2016 | Q4 2017 | 8 |
ICLN | iShares Global Clean E... | 8 | 8 | 0.11% | 0.23% | 0.43% | Q2 2020 | Q1 2022 | 8 |
CMP | COMPASS MINERALS INTL INC | 8 | 8 | 0.14% | 0.20% | 0.26% | Q4 2015 | Q3 2017 | 8 |
CELG | CELGENE CORP | 8 | 8 | 0.10% | 0.20% | 0.40% | Q1 2016 | Q4 2017 | 8 |
IR | INGERSOLL RAND INC | 5 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2023 | 8 |
CARR | Carrier Global Corp-Wi | 5 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 8 |
DWDP | Dowdupont Inc | 7 | 7 | 0.93% | 1.42% | 1.72% | Q3 2017 | Q1 2019 | 7 |
SCHP | Schwab US Tips Etf | 7 | 7 | 0.12% | 0.86% | 1.07% | Q2 2017 | Q4 2018 | 7 |
FOX | TWENTY FIRST CENTY FOX... | 7 | 7 | 0.49% | 0.51% | 0.53% | Q3 2013 | Q1 2015 | 7 |
LNG | Cheniere Energy Inc New | 7 | 7 | 0.13% | 0.33% | 0.43% | Q1 2022 | Q3 2023 | 7 |
FAST | FASTENAL CO | 7 | 7 | 0.29% | 0.32% | 0.37% | Q2 2015 | Q4 2016 | 7 |
FIG | FORTRESS INVESTMENT GR... | 7 | 7 | 0.20% | 0.31% | 0.41% | Q2 2014 | Q4 2015 | 7 |
CRWD | CrowdStrike Holdings Inc | 7 | 7 | 0.08% | 0.29% | 0.43% | Q1 2022 | Q3 2023 | 7 |
MS | MORGAN STANLEY | 7 | 7 | 0.25% | 0.28% | 0.32% | Q1 2022 | Q3 2023 | 7 |
VALE | VALE S A | 6 | 1 | 0.14% | 0.27% | 0.44% | Q2 2013 | Q1 2015 | 7 |
KMI | KINDER MORGAN INC DEL | 5 | 2 | 0.12% | 0.24% | 0.46% | Q2 2015 | Q4 2019 | 7 |
SNH | SENIOR HSG PPTYS TR | 5 | 2 | 0.13% | 0.20% | 0.39% | Q2 2013 | Q1 2015 | 7 |
NZF | NUVEEN MUNICIPAL CREDI... | 5 | 2 | 0.05% | 0.19% | 0.35% | Q2 2017 | Q3 2020 | 7 |
ESRX | Express Scripts Inc | 4 | 3 | 0.13% | 0.18% | 0.22% | Q2 2013 | Q3 2018 | 7 |
MINT | PIMCO ETF TR | 4 | 3 | 0.11% | 0.18% | 0.30% | Q1 2020 | Q4 2022 | 7 |
MXI | iShares Global Materials | 7 | 7 | 0.13% | 0.17% | 0.25% | Q1 2021 | Q3 2022 | 7 |
GATX | GATX CORP | 6 | 1 | 0.14% | 0.17% | 0.20% | Q2 2013 | Q1 2015 | 7 |
FOXA | TWENTY FIRST CENTY FOX... | 7 | 7 | 0.13% | 0.15% | 0.20% | Q4 2013 | Q2 2015 | 7 |
NEA | Nuveen Amt Free Quality | 5 | 1 | 0.02% | 0.14% | 0.43% | Q1 2017 | Q3 2023 | 7 |
GOLD | BARRICK GOLD CORP | 7 | 7 | 0.09% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 7 |
ROBINHOOD MKTS INC | 7 | 7 | 0.04% | 0.12% | 0.34% | Q3 2021 | Q1 2023 | 7 | |
MPC | MARATHON PETE CORP | 5 | 2 | 0.09% | 0.12% | 0.18% | Q1 2017 | Q1 2019 | 7 |
FENY | Fidelity MSCI Energy ETF | 7 | 7 | 0.06% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 7 |
SHELL PLC | 7 | 7 | 0.08% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 | |
VAR | Varian Medical Systems | 4 | 1 | 0.08% | 0.08% | 0.09% | Q1 2019 | Q1 2021 | 7 |
AZN | ASTRAZENECA PLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
EW | Edwards Lifesciences Cp | 4 | 1 | 0.03% | 0.06% | 0.08% | Q3 2019 | Q1 2022 | 7 |
NEE | NEXTERA ENERGY INC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q2 2023 | 7 |
RAD | RITE AID CORP | 6 | 6 | 0.08% | 0.42% | 0.62% | Q2 2015 | Q3 2016 | 6 |
VEU | VANGUARD INTL EQUITY I... | 5 | 1 | 0.09% | 0.38% | 0.87% | Q1 2016 | Q4 2018 | 6 |
TIF | TIFFANY & CO NEW | 6 | 6 | 0.18% | 0.34% | 0.44% | Q4 2013 | Q1 2015 | 6 |
SPLK | SPLUNK INC | 6 | 6 | 0.20% | 0.30% | 0.37% | Q3 2019 | Q4 2020 | 6 |
KKR | KKR & CO L P DEL | 6 | 6 | 0.21% | 0.29% | 0.34% | Q4 2013 | Q1 2015 | 6 |
RYE | INVESCO EXCHANGE TRADE... | 6 | 6 | 0.13% | 0.25% | 0.34% | Q2 2022 | Q3 2023 | 6 |
CBI | CHICAGO BRIDGE & IRON ... | 5 | 1 | 0.18% | 0.25% | 0.31% | Q2 2013 | Q1 2015 | 6 |
MLI | MUELLER INDS INC | 6 | 6 | 0.15% | 0.20% | 0.28% | Q2 2014 | Q3 2015 | 6 |
CB | CHUBB CORP | 5 | 1 | 0.18% | 0.19% | 0.22% | Q3 2013 | Q1 2015 | 6 |
MMP | MAGELLAN MIDSTREAM PRT... | 6 | 6 | 0.14% | 0.18% | 0.21% | Q4 2013 | Q1 2015 | 6 |
RYF | RYDEX ETF TRUST | 3 | 1 | 0.13% | 0.17% | 0.21% | Q3 2014 | Q1 2017 | 6 |
SHY | Ishares Tr Barclays Bond | 3 | 1 | 0.13% | 0.15% | 0.17% | Q1 2020 | Q4 2022 | 6 |
SH | Proshares Short SP 500 | 6 | 6 | 0.08% | 0.14% | 0.20% | Q3 2019 | Q4 2020 | 6 |
XME | SPDR S&P Metals and Mi... | 6 | 6 | 0.08% | 0.13% | 0.21% | Q3 2021 | Q4 2022 | 6 |
WHR | WHIRLPOOL CORP | 6 | 6 | 0.04% | 0.12% | 0.21% | Q2 2022 | Q3 2023 | 6 |
RTN | Raytheon Company New | 5 | 1 | 0.09% | 0.10% | 0.12% | Q3 2017 | Q1 2019 | 6 |
ZM | Zoom video communicati... | 6 | 6 | 0.06% | 0.09% | 0.16% | Q2 2020 | Q3 2021 | 6 |
PPA | Invesco Aerospace & De... | 4 | 2 | 0.07% | 0.09% | 0.09% | Q2 2018 | Q4 2019 | 6 |
MRNA | Moderna Inc | 5 | 5 | 0.48% | 1.13% | 2.14% | Q4 2020 | Q4 2021 | 5 |
BNS | BANK N S HALIFAX | 5 | 5 | 0.37% | 0.70% | 0.81% | Q1 2014 | Q1 2015 | 5 |
MAT | MATTEL INC | 5 | 5 | 0.29% | 0.52% | 0.98% | Q1 2016 | Q1 2017 | 5 |
NVS | NOVARTIS A G | 3 | 2 | 0.37% | 0.43% | 0.49% | Q3 2014 | Q4 2015 | 5 |
BCSPRDCL | Barclays Bk | 5 | 5 | 0.32% | 0.39% | 0.53% | Q3 2017 | Q3 2018 | 5 |
RHS | Invesco S&P 500 Equal ... | 5 | 5 | 0.30% | 0.37% | 0.42% | Q4 2018 | Q4 2019 | 5 |
RYH | Invesco S&P 500 Equal ... | 5 | 5 | 0.22% | 0.32% | 0.44% | Q4 2018 | Q4 2019 | 5 |
JACOBS SOLUTIONS INC | 5 | 5 | 0.25% | 0.31% | 0.36% | Q3 2022 | Q3 2023 | 5 | |
PCY | Invesco Emerging Markets | 5 | 5 | 0.27% | 0.30% | 0.32% | Q4 2018 | Q4 2019 | 5 |
SEP | SPECTRA ENERGY PARTNER... | 4 | 1 | 0.19% | 0.29% | 0.39% | Q1 2016 | Q3 2017 | 5 |
NXJ | Nuveen Nj Div Ad Muni Fd | 3 | 2 | 0.05% | 0.25% | 0.36% | Q3 2019 | Q4 2020 | 5 |
HSH | HILLSHIRE BRANDS CO | 5 | 5 | 0.20% | 0.25% | 0.28% | Q2 2013 | Q2 2014 | 5 |
META | Roundhill Ball Metaver... | 5 | 5 | 0.21% | 0.23% | 0.27% | Q1 2022 | Q1 2023 | 5 |
AXL | American Axle & Mfg | 5 | 5 | 0.18% | 0.21% | 0.24% | Q2 2018 | Q2 2019 | 5 |
TRUP | Trupanion Inc | 5 | 5 | 0.18% | 0.19% | 0.23% | Q3 2017 | Q3 2018 | 5 |
LINEQ | LINN ENERGY LLC | 4 | 1 | 0.17% | 0.19% | 0.23% | Q4 2013 | Q1 2015 | 5 |
EOG | E O G Resources Inc | 5 | 5 | 0.16% | 0.18% | 0.21% | Q1 2018 | Q1 2019 | 5 |
PTC | PTC INC | 5 | 5 | 0.14% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
JACKSON FINANCIAL INC | 5 | 5 | 0.07% | 0.17% | 0.22% | Q3 2022 | Q3 2023 | 5 | |
GOOG | GOOGLE INC | 3 | 2 | 0.14% | 0.15% | 0.19% | Q2 2014 | Q3 2015 | 5 |
CHL | China Mobile Ltd Adr | 5 | 5 | 0.13% | 0.15% | 0.18% | Q2 2018 | Q2 2019 | 5 |
STLA | STELLANTIS ORD | 5 | 5 | 0.07% | 0.14% | 0.19% | Q3 2022 | Q3 2023 | 5 |
DVN | Devon Energy Cp New | 5 | 5 | 0.06% | 0.13% | 0.20% | Q3 2022 | Q3 2023 | 5 |
PICK | iShares MSCI Glbl Meta... | 5 | 5 | 0.06% | 0.12% | 0.17% | Q3 2022 | Q3 2023 | 5 |
TSM | Taiwan Semiconductr Adrf | 5 | 5 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q4 2021 | 5 |
LYB | LYONDELLBASELL INDUSTR... | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
TER | TERADYNE INC | 4 | 1 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 5 |
GNW | GENWORTH FINL INC | 3 | 2 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q1 2017 | 5 |
UTF | Cohen Steers Select Util | 4 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q1 2023 | 5 |
NEV | Nuveen Enhanced Muni V... | 5 | 5 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q1 2022 | 5 |
CIM | CHIMERA INVT CORP | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
UP | WHEELS UP EXPERIENCE INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
CM | CDN IMPERIAL BK OF COM... | 4 | 4 | 0.75% | 0.77% | 0.82% | Q2 2014 | Q1 2015 | 4 |
PDP | POWERSHARES ETF TRUST | 4 | 4 | 0.42% | 0.56% | 0.71% | Q1 2016 | Q4 2016 | 4 |
SDRL | SEADRILL LIMITED | 3 | 1 | 0.34% | 0.40% | 0.51% | Q4 2013 | Q1 2015 | 4 |
VOD | VODAFONE GROUP PLC NEW | 2 | 1 | 0.14% | 0.39% | 0.65% | Q1 2014 | Q4 2019 | 4 |
PID | POWERSHARES ETF TRUST | 3 | 1 | 0.14% | 0.33% | 0.54% | Q4 2014 | Q4 2015 | 4 |
RCD | Invesco SP 500 Equal | 4 | 4 | 0.24% | 0.31% | 0.42% | Q1 2019 | Q4 2019 | 4 |
BXMT | BLACKSTONE MTG TR INC | 4 | 4 | 0.16% | 0.28% | 0.36% | Q4 2022 | Q3 2023 | 4 |
BBN | BLACKROCK BUILD AMER B... | 4 | 4 | 0.19% | 0.27% | 0.36% | Q2 2014 | Q1 2015 | 4 |
BBBY | BED BATH & BEYOND INC | 4 | 4 | 0.20% | 0.26% | 0.31% | Q2 2013 | Q1 2014 | 4 |
VTR | VENTAS INC | 3 | 1 | 0.17% | 0.26% | 0.32% | Q1 2016 | Q4 2017 | 4 |
RYU | Invesco SP 500 Equal | 4 | 4 | 0.24% | 0.25% | 0.27% | Q1 2019 | Q4 2019 | 4 |
CYBR | CyberArk Software Ltd | 4 | 4 | 0.18% | 0.23% | 0.32% | Q3 2019 | Q2 2020 | 4 |
HQY | Healthequity Inc | 2 | 2 | 0.12% | 0.23% | 0.33% | Q1 2019 | Q1 2021 | 4 |
HP | HELMERICH & PAYNE INC | 3 | 1 | 0.19% | 0.23% | 0.25% | Q1 2014 | Q1 2015 | 4 |
DKNG | DraftKings Inc | 4 | 4 | 0.08% | 0.19% | 0.38% | Q4 2020 | Q3 2021 | 4 |
FMC | F M C Corp New | 3 | 1 | 0.18% | 0.19% | 0.20% | Q2 2013 | Q4 2019 | 4 |
RYH | RYDEX ETF TRUST | 3 | 1 | 0.16% | 0.18% | 0.21% | Q3 2014 | Q4 2015 | 4 |
TEVA | Teva Pharm Inds Ltd Adrf | 4 | 4 | 0.09% | 0.15% | 0.23% | Q2 2018 | Q1 2019 | 4 |
CL | Colgate-Palmolive Co | 4 | 4 | 0.08% | 0.15% | 0.19% | Q2 2020 | Q1 2021 | 4 |
SPG | SIMON PPTY GROUP INC NEW | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
SAN | BANCO SANTANDER SA | 2 | 1 | 0.09% | 0.13% | 0.18% | Q1 2014 | Q2 2015 | 4 |
U | Unity Software Inc | 4 | 4 | 0.06% | 0.11% | 0.17% | Q4 2021 | Q3 2022 | 4 |
IBB | ISHARES TR | 4 | 4 | 0.08% | 0.10% | 0.11% | Q1 2022 | Q4 2022 | 4 |
LHX | L3Harris Technologies Ord | 4 | 4 | 0.04% | 0.08% | 0.11% | Q1 2021 | Q4 2021 | 4 |
FL | FOOT LOCKER INC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q2 2023 | 4 |
CONSTELLATION ENERGY O... | 2 | 2 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 4 | |
MELI | MERCADOLIBRE INC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 4 |
ATLASSIAN CORPORATION | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 | |
LIT | Global X Lithium & Bat... | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q3 2022 | 4 |
BIL | SPDR SER TR | 3 | 3 | 2.21% | 2.78% | 3.34% | Q1 2023 | Q3 2023 | 3 |
ETP | ENERGY TRANSFER PRTNRS... | 3 | 3 | 0.87% | 1.36% | 1.66% | Q2 2013 | Q4 2013 | 3 |
2108SC | EL PASO PIPELINE PARTN... | 3 | 3 | 0.73% | 1.02% | 1.25% | Q2 2013 | Q4 2013 | 3 |
GEO | GEO GROUP INC | 3 | 3 | 0.62% | 0.79% | 0.89% | Q3 2013 | Q1 2014 | 3 |
EMQQ | EMQQ Emerging Markets ... | 3 | 3 | 0.30% | 0.67% | 0.88% | Q4 2020 | Q2 2021 | 3 |
OZM | OCH ZIFF CAP MGMT GROUP | 3 | 3 | 0.26% | 0.63% | 0.88% | Q2 2013 | Q4 2013 | 3 |
PML | PIMCO MUN INCOME FD II | 3 | 3 | 0.36% | 0.49% | 0.56% | Q1 2016 | Q3 2016 | 3 |
STZ | Constellation Brand Cl A | 3 | 3 | 0.42% | 0.45% | 0.47% | Q1 2021 | Q3 2021 | 3 |
WES | WESTERN GAS PARTNERS LP | 3 | 3 | 0.35% | 0.42% | 0.48% | Q2 2013 | Q4 2013 | 3 |
VCR | VANGUARD WORLD FDS | 3 | 3 | 0.40% | 0.40% | 0.42% | Q1 2023 | Q3 2023 | 3 |
DOCU | Docusign INC | 3 | 3 | 0.04% | 0.39% | 0.79% | Q3 2021 | Q1 2022 | 3 |
OC | Owens Corning Inc | 3 | 3 | 0.34% | 0.35% | 0.38% | Q3 2017 | Q1 2018 | 3 |
VOD | VODAFONE GROUP PLC NEW | 3 | 3 | 0.30% | 0.31% | 0.32% | Q2 2013 | Q4 2013 | 3 |
FRS | FRISCHS RESTAURANTS INC | 3 | 3 | 0.21% | 0.29% | 0.35% | Q3 2013 | Q1 2014 | 3 |
TEAM | Atlassian Corp Plc | 3 | 3 | 0.06% | 0.23% | 0.52% | Q4 2021 | Q2 2022 | 3 |
ICON | ICONIX BRAND GROUP INC | 2 | 1 | 0.21% | 0.22% | 0.22% | Q2 2014 | Q1 2015 | 3 |
PLD | Prologis Inc. | 1 | 1 | 0.17% | 0.20% | 0.23% | Q4 2018 | Q4 2019 | 3 |
AMLP | ALPS ETF TR | 3 | 3 | 0.16% | 0.19% | 0.21% | Q3 2013 | Q1 2014 | 3 |
SLM | SLM CORP | 3 | 3 | 0.17% | 0.19% | 0.20% | Q2 2013 | Q4 2013 | 3 |
AVUV | AMERICAN CENTY ETF TR | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
IJH | ISHARES TR | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
VXUS | Vanguard Total Intl Etf | 3 | 3 | 0.08% | 0.14% | 0.17% | Q1 2018 | Q3 2018 | 3 |
ISRG | INTUITIVE SURGICAL INC | 2 | 1 | 0.04% | 0.14% | 0.33% | Q4 2021 | Q2 2023 | 3 |
VWO | VANGUARD INTL EQUITY I... | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
TDOC | Teladoc Health Inc | 3 | 3 | 0.10% | 0.12% | 0.16% | Q3 2020 | Q1 2021 | 3 |
TKR | Timken Company | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2017 | Q3 2017 | 3 |
MUNI | Pimco Intrmediate Muni | 2 | 1 | 0.09% | 0.09% | 0.10% | Q3 2017 | Q2 2018 | 3 |
KIM | Kimco Realty Corp | 3 | 3 | 0.06% | 0.08% | 0.11% | Q1 2022 | Q3 2022 | 3 |
COIN | COINBASE GLOBAL CL A ORD | 3 | 3 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 3 |
CIBR | FIRST TR EXCHANGE TRAD... | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
VICI | VICI PPTYS INC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
SKYY | First Trust Cloud Comp... | 2 | 1 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 3 |
PBE | INVESCO EXCHANGE TRADE... | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ZS | Zscaler Inc | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2022 | 3 |
VGM | INVESCO TR INVT GRADE ... | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
NAD | Nuveen Quality Muni In... | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 3 |
VERU | Veru Inc | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 3 |
EFAV | iShares Edge MSCI Min ... | 2 | 2 | 0.89% | 1.07% | 1.25% | Q3 2019 | Q4 2019 | 2 |
PHB | POWERSHARES ETF TR II | 2 | 2 | 0.65% | 0.79% | 0.93% | Q4 2016 | Q1 2017 | 2 |
EMC | E M C CORP MASS | 2 | 2 | 0.56% | 0.56% | 0.56% | Q2 2013 | Q3 2013 | 2 |
M | MACYS INC | 2 | 2 | 0.41% | 0.46% | 0.50% | Q2 2013 | Q3 2013 | 2 |
HSBCPRA | HSBC HLDGS PLC | 2 | 2 | 0.37% | 0.39% | 0.41% | Q2 2013 | Q3 2013 | 2 |
BBCN | BBCN BANCORP INC | 2 | 2 | 0.28% | 0.34% | 0.41% | Q2 2013 | Q3 2013 | 2 |
PLTR | Palantir Technologies Inc | 2 | 2 | 0.32% | 0.33% | 0.33% | Q3 2021 | Q4 2021 | 2 |
JOE | ST JOE CO | 2 | 2 | 0.24% | 0.27% | 0.29% | Q2 2013 | Q3 2013 | 2 |
TGT | TARGET CORP | 2 | 2 | 0.24% | 0.26% | 0.28% | Q2 2013 | Q3 2013 | 2 |
VGR | VECTOR GROUP LTD | 2 | 2 | 0.18% | 0.24% | 0.30% | Q1 2016 | Q2 2016 | 2 |
ABB | ABB LTD | 1 | 1 | 0.15% | 0.22% | 0.29% | Q2 2013 | Q1 2014 | 2 |
BX | BLACKSTONE GROUP L P | 1 | 1 | 0.19% | 0.19% | 0.20% | Q1 2016 | Q1 2017 | 2 |
VIG | VANGUARD SPECIALIZED P... | 1 | 1 | 0.06% | 0.19% | 0.31% | Q2 2013 | Q4 2021 | 2 |
ADT | THE ADT CORPORATION | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2013 | Q3 2013 | 2 |
JCI | JOHNSON CTLS INTL PLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q2 2017 | Q3 2017 | 2 |
HBI | HANESBRANDS INC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2017 | Q3 2017 | 2 |
WBA | WALGREENS BOOTS ALLIAN... | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
DD | DU PONT E I DE NEMOURS... | 2 | 2 | 0.13% | 0.15% | 0.16% | Q3 2014 | Q4 2014 | 2 |
SOCL | GLOBAL X FDS | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q1 2015 | 2 |
EVY | EATON VANCE NY MUNI IN... | 1 | 1 | 0.09% | 0.14% | 0.19% | Q3 2016 | Q4 2017 | 2 |
MRO | MARATHON OIL CORP | 2 | 2 | 0.09% | 0.12% | 0.15% | Q3 2015 | Q4 2015 | 2 |
TAN | Invesco Solar ETF | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q1 2021 | 2 |
AGN | ALLERGAN PLC | 1 | 1 | 0.11% | 0.12% | 0.12% | Q4 2016 | Q2 2017 | 2 |
ANDV | Andeavor | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2018 | Q3 2018 | 2 |
PLL | Pall Corp | 2 | 2 | 0.04% | 0.08% | 0.11% | Q1 2022 | Q2 2022 | 2 |
FPEI | First Trust Instl Pref... | 2 | 2 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q4 2021 | 2 |
AI | C3 AI INC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q2 2023 | 2 |
BIGZ | BLACKROCK INNOVAT AND ... | 2 | 2 | 0.05% | 0.07% | 0.10% | Q3 2021 | Q4 2021 | 2 |
ICE | Intrcontinentalexchange | 2 | 2 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q1 2022 | 2 |
LEVI | LEVI STRAUSS & CO NEW | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
PANW | PALO ALTO NETWORKS INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
CCI | Crown Castle Intl Co | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
THORNBURG INCOME BUILD... | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 | |
DCOM | Dime Cmnty Bancshares ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 2 |
TTD | THE TRADE DESK INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
AMAT | Applied Materials Inc | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
SCHV | Schwab US Large Cap | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
HTZZW | HERTZ GLOBAL HLDGS EQY... | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
EXK | Endeavour Silver Corp | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
AXU | Alexco Resource Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
PGF | POWERSHARES ETF TRUST | 1 | 1 | 1.29% | 1.29% | 1.29% | Q2 2013 | Q2 2013 | 1 |
ATLS | ATLAS ENERGY LP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2013 | Q2 2013 | 1 |
SGOV | ISHARES TR | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
QQQE | Direxion Nasdaq 100 Eql | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2019 | Q1 2019 | 1 |
AROW | ARROW FINL CORP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2013 | Q2 2013 | 1 |
IRM | Iron Mountain Inc New | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2019 | Q4 2019 | 1 |
PFXF | MARKET VECTORS ETF TR | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 |
NLY | ANNALY CAP MGMT INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 |
AEO | American Eagle Outfitt... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2021 | Q3 2021 | 1 |
ADSK | Autodesk Inc | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
GE HEALTHCARE TECHNOLO... | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 | |
DELL | DELL INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
ENPH | ENPHASE ENERGY INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
VOYA | ING U S INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
DDOG | Datadog Inc | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
JETS | US Global Jets ETF | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
SE | Spectra Energy Corp | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
4945SC | KINDER MORGAN ENERGY P... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2013 | Q4 2013 | 1 |
ALB | Albemarle Corp | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
PRLB | Proto Labs Inc | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
SIEGY | SIEMENS A G | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
RYE | RYDEX ETF TRUST | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2014 | Q3 2014 | 1 |
BHF | Brighthouse Financia | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2017 | Q3 2017 | 1 |
BIIB | BIOGEN INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2015 | Q3 2015 | 1 |
IVZ | INVESCO LTD | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
RGI | RYDEX ETF TRUST | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2017 | Q1 2017 | 1 |
FLIR | FLIR Systems Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
MGA | MAGNA INTL INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2015 | Q2 2015 | 1 |
HLX | HELIX ENERGY SOLUTIONS... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
VIRT | Virtu Finl Incorpora0050 | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
USNA | Usana Health Science | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
BAB | Invesco Taxable Munici... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
RES | R P C Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
IR | INGERSOLL-RAND PLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2016 | Q4 2016 | 1 |
SPYV | SPDR Portfolio SP 500 ... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
PPA | Powershares Aerospace & | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
QYLD | GLOBAL X FDS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
MJ | Etf Managers Tr | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
SRC | Spirit Realty Cap New | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
LKNCY | Luckin Coffee Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
BOTZ | GLOBAL X FDS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
ADP | Auto Data Processing | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
PLUG | Plug Power Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
GWW | GRAINGER W W INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
VIAC | PARAMOUNT GLOBAL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
MOO | Market Vectors Etf TRUST | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
S | Sprint Nextel Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
GOLD | BARRICK GOLD CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
ARQIT QUANTUM INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 | |
APPH | APPHARVEST INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
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The securities at the top of the list , including APPLE INC, MICROSOFT CORP, and JOHNSON & JOHNSON, are the highest-conviction holdings of Strategic Advisors LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Strategic Advisors LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Strategic Advisors LLC owns currently or has owned in the past.