LVW Advisors, LLC holdings history

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631 is the total number of securities LVW Advisors, LLC has owned. The longest LVW Advisors, LLC has owned a single stock is 36 quarters.

LVW Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VUG VANGUARD INDEX FDS36364.53%10.19%20.16%Q4 2014Q3 202336
AAPL APPLE INC36361.13%3.12%4.74%Q4 2014Q3 202336
SCHD SCHWAB STRATEGIC TR36360.16%2.13%13.17%Q4 2014Q3 202336
SCHG SCHWAB STRATEGIC TR36360.26%2.03%3.07%Q4 2014Q3 202336
IVV ISHARES TR36360.07%1.80%6.70%Q4 2014Q3 202336
MSFT MICROSOFT CORP36361.06%1.52%1.86%Q4 2014Q3 202336
JPM JPMORGAN CHASE & CO36360.92%1.24%2.06%Q4 2014Q3 202336
JNJ JOHNSON & JOHNSON36360.68%1.17%1.92%Q4 2014Q3 202336
CSCO CISCO SYS INC36360.73%1.04%1.59%Q4 2014Q3 202336
ABBV ABBVIE INC36360.73%1.01%1.39%Q4 2014Q3 202336
PFE PFIZER INC36360.43%1.01%1.72%Q4 2014Q3 202336
PEP PEPSICO INC36360.76%0.97%1.21%Q4 2014Q3 202336
XOM EXXON MOBIL CORP36360.16%0.94%2.11%Q4 2014Q3 202336
MCD MCDONALDS CORP36360.63%0.93%1.27%Q4 2014Q3 202336
VZ VERIZON COMMUNICATIONS...36360.14%0.90%1.40%Q4 2014Q3 202336
BRKB BERKSHIRE HATHAWAY INC...36360.29%0.82%1.22%Q4 2014Q3 202336
DBEF DBX ETF TR36360.11%0.70%1.99%Q4 2014Q3 202336
MO ALTRIA GROUP INC36360.12%0.65%1.64%Q4 2014Q3 202336
AMZN AMAZON COM INC36360.19%0.59%1.19%Q4 2014Q3 202336
PM PHILIP MORRIS INTL INC36360.06%0.58%1.32%Q4 2014Q3 202336
VOO VANGUARD INDEX FDS36360.09%0.53%1.89%Q4 2014Q3 202336
HD HOME DEPOT INC36360.10%0.37%0.89%Q4 2014Q3 202336
PAYX PAYCHEX INC36360.19%0.37%0.58%Q4 2014Q3 202336
DIS DISNEY WALT CO36360.05%0.20%0.75%Q4 2014Q3 202336
SPY SPDR S&P 500 ETF TR36360.08%0.19%0.36%Q4 2014Q3 202336
STZ CONSTELLATION BRANDS INC36360.13%0.19%0.30%Q4 2014Q3 202336
LMT LOCKHEED MARTIN CORP36360.04%0.13%0.25%Q4 2014Q3 202336
AXP AMERICAN EXPRESS CO36360.06%0.12%0.20%Q4 2014Q3 202336
MRK MERCK & CO INC NEW25100.06%0.24%0.50%Q4 2014Q3 202335
UNH UNITEDHEALTH GROUP INC2960.07%0.13%0.27%Q4 2014Q3 202335
INTC INTEL CORP34340.05%0.84%1.63%Q4 2014Q1 202334
WEC WEC ENERGY GROUP INC34340.51%0.81%1.06%Q2 2015Q3 202334
WFC WELLS FARGO CO NEW24100.04%0.61%1.64%Q4 2014Q3 202334
DEO DIAGEO PLC2590.09%0.24%0.44%Q4 2014Q3 202334
SCHF SCHWAB STRATEGIC TR32320.08%0.69%1.97%Q4 2015Q3 202332
SJM SMUCKER J M CO32320.39%0.65%0.83%Q4 2015Q3 202332
GOOG ALPHABET INC32320.17%0.56%0.98%Q4 2015Q3 202332
V VISA INC2570.07%0.53%1.05%Q3 2015Q3 202332
GOOGL ALPHABET INC32320.12%0.34%0.72%Q4 2015Q3 202332
CVX CHEVRON CORP NEW18140.05%0.33%1.03%Q4 2014Q3 202332
TIP ISHARES TR2610.04%0.23%0.67%Q1 2015Q3 202332
FB META PLATFORMS INC32320.08%0.21%0.36%Q4 2015Q3 202332
EMN EASTMAN CHEMICAL CO1460.05%0.16%0.63%Q4 2014Q3 202332
WMT WAL-MART STORES INC31310.06%0.70%1.03%Q1 2016Q3 202331
SBUX STARBUCKS CORP2560.06%0.50%1.04%Q1 2015Q3 202331
VEA VANGUARD TAX-MANAGED I...30300.06%7.25%14.29%Q4 2014Q1 202230
VIG VANGUARD SPECIALIZED P...1340.04%0.10%0.20%Q4 2014Q4 202230
SCHO SCHWAB STRATEGIC TR1710.14%1.80%5.55%Q4 2014Q3 202329
GD GENERAL DYNAMICS CORP29290.07%0.59%1.05%Q3 2016Q3 202329
HEFA ISHARES TR29290.26%0.38%0.97%Q3 2016Q3 202329
BAC BK OF AMERICA CORP2510.05%0.11%0.19%Q3 2015Q3 202329
IWM ISHARES TR15130.27%0.86%2.20%Q1 2016Q3 202328
T AT&T INC28280.08%0.74%1.97%Q4 2014Q3 202128
IWB ISHARES TR2170.04%0.42%2.60%Q4 2014Q1 202228
BSV VANGUARD BD INDEX FDS28280.07%0.36%0.83%Q4 2014Q3 202128
MMM 3M CO1410.04%0.35%0.82%Q4 2014Q3 202328
UNP UNION PACIFIC CORP2350.07%0.30%0.66%Q4 2014Q3 202328
GILD GILEAD SCIENCES INC18100.06%0.15%0.79%Q4 2014Q3 202328
SCHZ SCHWAB STRATEGIC TR14130.12%0.86%3.05%Q4 2014Q3 202327
KO COCA COLA CO1910.05%0.49%1.26%Q4 2014Q3 202327
FNDF SCHWAB STRATEGIC TR2160.11%0.42%1.08%Q4 2014Q3 202327
PG PROCTER & GAMBLE CO1220.05%0.72%1.42%Q4 2014Q3 202326
NSC NORFOLK SOUTHN CORP1170.06%0.41%0.98%Q4 2014Q1 202326
DE DEERE & CO13130.05%0.41%1.31%Q4 2014Q3 202326
VTI VANGUARD INDEX FDS2310.07%0.34%4.53%Q2 2015Q3 202326
AMGN AMGEN INC1820.06%0.51%0.96%Q3 2015Q3 202325
LOW LOWES COS INC25250.05%0.16%0.31%Q3 2017Q3 202325
PYPL PAYPAL HLDGS INC25250.06%0.11%0.21%Q3 2016Q3 202225
SCHP SCHWAB STRATEGIC TR24240.11%5.29%8.83%Q4 2017Q3 202324
NVDA NVIDIA CORPORATION2310.08%0.21%0.46%Q4 2016Q3 202324
AGG ISHARES TR23230.05%4.44%7.52%Q4 2014Q2 202023
DXJ WISDOMTREE TR12110.25%3.60%8.94%Q4 2014Q3 202023
ACWV ISHARES INC23230.06%0.94%2.22%Q1 2018Q3 202323
CB CHUBB LIMITED23230.60%0.71%0.85%Q1 2018Q3 202323
UPS UNITED PARCEL SERVICE INC23230.04%0.16%0.36%Q1 2018Q3 202323
TXN TEXAS INSTRS INC23230.06%0.13%0.21%Q1 2018Q3 202323
ABT ABBOTT LABS23230.07%0.08%0.11%Q1 2018Q3 202323
SCHE SCHWAB STRATEGIC TR1930.10%3.37%5.29%Q4 2014Q3 202322
MA MASTERCARD INCORPORATED22220.07%0.28%0.45%Q2 2018Q3 202322
BLK BLACKROCK INC1570.06%0.22%0.56%Q3 2017Q3 202322
AZN ASTRAZENECA PLC1930.06%0.21%0.32%Q4 2014Q3 202322
MTB M & T BK CORP22220.05%0.13%0.20%Q4 2014Q1 202022
UTX UNITED TECHNOLOGIES CORP22220.08%0.12%0.22%Q4 2014Q1 202022
TGT TARGET CORP1410.04%0.19%0.43%Q4 2014Q3 202321
FNDA SCHWAB STRATEGIC TR21210.08%0.18%0.80%Q4 2014Q4 201921
LLY LILLY ELI & CO1020.04%0.17%0.36%Q4 2014Q3 202321
TIF TIFFANY & CO NEW21210.09%0.16%0.27%Q1 2015Q1 202021
VB VANGUARD INDEX FDS1610.04%0.12%0.25%Q4 2014Q1 202221
F FORD MTR CO DEL21210.03%0.08%0.19%Q4 2014Q4 201921
VTWO VANGUARD SCOTTSDALE FDS20200.26%1.46%3.07%Q4 2018Q3 202320
PCYG PARK CITY GROUP INC1190.05%1.06%4.28%Q4 2014Q2 202020
SCHA SCHWAB STRATEGIC TR20200.19%0.89%2.66%Q4 2018Q3 202320
VWO VANGUARD INTL EQUITY I...1910.23%0.60%1.32%Q1 2016Q3 202320
IEF ISHARES TR1730.05%0.42%4.75%Q4 2016Q3 202220
COP CONOCOPHILLIPS1190.04%0.29%1.54%Q4 2014Q3 202320
NOBL PROSHARES TR20200.06%0.10%0.14%Q4 2018Q3 202320
SCHW THE CHARLES SCHWAB COR...1280.04%0.09%0.14%Q3 2017Q1 202320
VONG VANGUARD SCOTTSDALE FDS19191.01%6.63%8.90%Q1 2019Q3 202319
AMLP ALPS ETF TR19190.08%0.79%3.60%Q4 2014Q2 201919
BMY BRISTOL-MYERS SQUIBB CO1310.05%0.48%1.09%Q4 2014Q3 202319
SPGM SPDR INDEX SHS FDS1450.06%0.31%0.71%Q3 2018Q3 202319
CACC CREDIT ACCEP CORP MICH19190.06%0.10%0.17%Q1 2019Q3 202319
GLW CORNING INC710.04%0.08%0.12%Q1 2015Q3 202319
MINT PIMCO ETF TR18180.05%1.40%3.69%Q3 2017Q4 202118
VTEB VANGUARD MUN BD FDS18180.27%0.65%0.86%Q2 2019Q3 202318
CCI CROWN CASTLE INTL CORP...1170.06%0.17%0.34%Q3 2017Q1 202318
CMCSA COMCAST CORP NEW1010.08%0.11%0.17%Q4 2014Q3 202318
RACE FERRARI N V18180.05%0.08%0.15%Q2 2019Q3 202318
SUB ISHARES TR17170.49%0.86%1.41%Q3 2019Q3 202317
EBAY EBAY INC.17170.15%0.53%0.98%Q3 2019Q3 202317
OTLK OUTLOOK THERAPEUTICS INC17170.06%0.39%0.77%Q2 2019Q2 202317
EPD ENTERPRISE PRODS PARTN...1070.17%0.31%0.51%Q4 2014Q1 201917
NVO NOVO-NORDISK A S17170.09%0.27%0.37%Q3 2019Q3 202317
ASML ASML HOLDING N V17170.07%0.26%0.40%Q3 2019Q3 202317
TSM TAIWAN SEMICONDUCTOR M...17170.07%0.24%0.38%Q3 2019Q3 202317
WMB WILLIAMS COS INC DEL17170.08%0.20%0.45%Q2 2015Q2 201917
KMX CARMAX INC1430.08%0.17%0.29%Q1 2018Q2 202217
CINF CINCINNATI FINL CORP1070.04%0.16%0.36%Q3 2017Q1 202317
BPL BUCKEYE PARTNERS L P1070.08%0.15%0.25%Q4 2014Q1 201917
SAP SAP SE17170.07%0.14%0.23%Q3 2019Q3 202317
D DOMINION ENERGY INC1110.06%0.13%0.17%Q3 2017Q1 202317
GMAB GENMAB A/S17170.05%0.13%0.15%Q3 2019Q3 202317
RELX RELX PLC17170.05%0.09%0.14%Q3 2019Q3 202317
WPC WP CAREY INC1340.04%0.06%0.08%Q2 2019Q3 202317
ARCC ARES CAPITAL CORP17170.05%0.06%0.08%Q3 2019Q3 202317
PTLC PACER FDS TR16160.06%0.77%0.98%Q3 2019Q2 202316
AVGO BROADCOM INC1220.05%0.46%0.96%Q2 2019Q3 202316
NEE NEXTERA ENERGY INC970.09%0.31%0.66%Q4 2014Q3 202316
VPL VANGUARD INTL EQUITY I...16160.12%0.29%0.62%Q1 2019Q4 202216
QCOM QUALCOMM INC720.05%0.25%0.96%Q4 2014Q1 202316
NFLX NETFLIX INC1420.04%0.09%0.19%Q1 2018Q3 202316
TMP TOMPKINS FINL CORP1150.04%0.07%0.11%Q2 2019Q2 202316
PSEC PROSPECT CAPITAL CORPO...16160.01%0.02%0.02%Q4 2019Q3 202316
BNDX VANGUARD CHARLOTTE FDS1140.10%1.43%4.19%Q4 2014Q1 202015
GE GENERAL ELECTRIC CO1320.03%1.06%1.96%Q4 2014Q4 201815
SHLX SHELL MIDSTREAM PARTNE...740.06%0.94%2.16%Q4 2014Q1 201915
PSXP PHILLIPS 66 PARTNERS LP730.20%0.63%1.45%Q4 2014Q1 201915
RTN RAYTHEON CO960.15%0.41%0.74%Q4 2014Q1 202015
TRGP TARGA RES CORP15150.06%0.26%0.54%Q4 2015Q2 201915
ENLC ENLINK MIDSTREAM LLC15150.06%0.21%0.36%Q4 2015Q2 201915
BTI BRITISH AMERN TOB PLC15150.12%0.15%0.18%Q1 2020Q3 202315
IHDG WISDOMTREE TR1050.09%0.11%0.13%Q3 2015Q4 201915
DHR DANAHER CORPORATION920.04%0.08%0.11%Q1 2019Q3 202315
BIV VANGUARD BD INDEX FDS15150.06%0.07%0.08%Q1 2020Q3 202315
EMLP FIRST TR EXCHANGE TRAD...14140.09%1.25%3.71%Q3 2016Q4 201914
BXMT BLACKSTONE MTG TR INC14140.44%1.02%1.58%Q4 2014Q1 201814
PRFZ POWERSHARES ETF TRUST14140.64%0.92%1.42%Q4 2014Q1 201814
EFG ISHARES TR14140.17%0.78%1.02%Q2 2020Q3 202314
RTX RTX CORPORATION14140.37%0.64%0.77%Q2 2020Q3 202314
MDT MEDTRONIC PLC14140.32%0.50%0.62%Q2 2020Q3 202314
BXMX NUVEEN S&P 500 BUY-WRI...14140.05%0.25%0.42%Q4 2014Q1 201814
POOL POOL CORPORATION14140.09%0.17%0.23%Q2 2020Q3 202314
ZBRA ZEBRA TECHNOLOGIES COR...14140.07%0.16%0.26%Q2 2020Q3 202314
PXF POWERSHARES GLOBAL ETF...14140.11%0.16%0.23%Q4 2014Q1 201814
CRL CHARLES RIV LABS INTL INC14140.08%0.16%0.25%Q2 2020Q3 202314
SITE SITEONE LANDSCAPE SUPP...14140.07%0.15%0.24%Q2 2020Q3 202314
COO COOPER COS INC14140.05%0.15%0.18%Q2 2020Q3 202314
NDSN NORDSON CORP14140.08%0.14%0.18%Q2 2020Q3 202314
SMG SCOTTS MIRACLE-GRO CO14140.06%0.14%0.34%Q2 2020Q3 202314
GLD SPDR GOLD TRUST910.08%0.14%0.47%Q4 2014Q2 202214
TER TERADYNE INC14140.09%0.14%0.20%Q2 2020Q3 202314
J JACOBS ENGR GROUP INC14140.09%0.13%0.18%Q1 2019Q2 202214
LII LENNOX INTL INC14140.06%0.11%0.14%Q2 2020Q3 202314
MELI MERCADOLIBRE INC14140.06%0.11%0.17%Q2 2020Q3 202314
THO THOR INDS INC14140.07%0.11%0.21%Q2 2020Q3 202314
TMO THERMO FISHER SCIENTIF...14140.06%0.10%0.13%Q2 2020Q3 202314
ANSS ANSYS INC14140.07%0.10%0.16%Q2 2020Q3 202314
JKHY HENRY JACK & ASSOC INC14140.06%0.09%0.13%Q2 2020Q3 202314
AON AON PLC14140.06%0.09%0.10%Q2 2020Q3 202314
IWF ISHARES TR14140.05%0.08%0.12%Q1 2019Q2 202214
TDY TELEDYNE TECHNOLOGIES INC1040.06%0.08%0.12%Q3 2019Q3 202314
FICO FAIR ISAAC CORP14140.05%0.08%0.12%Q2 2020Q3 202314
HDB HDFC BANK LTD1220.05%0.07%0.11%Q4 2019Q3 202314
NKE NIKE INC14140.06%0.07%0.09%Q2 2020Q3 202314
ADBE ADOBE SYSTEMS INCORPOR...14140.04%0.07%0.09%Q2 2020Q3 202314
AMAT APPLIED MATLS INC14140.06%0.07%0.09%Q2 2020Q3 202314
COST COSTCO WHSL CORP NEW1010.04%0.07%0.12%Q1 2015Q3 202314
SJNK SPDR SER TR760.04%0.65%1.97%Q2 2018Q3 202113
NVS NOVARTIS AG910.04%0.57%1.18%Q4 2014Q2 202113
LHX L3HARRIS TECHNOLOGIES INC13130.26%0.52%0.66%Q3 2020Q3 202313
CVS CVS HEALTH CORP810.05%0.50%0.92%Q4 2015Q2 202013
ET ENERGY TRANSFER EQUITY...850.10%0.24%0.47%Q2 2015Q3 201813
PFF ISHARES TR940.11%0.21%0.44%Q4 2014Q1 201813
GEL GENESIS ENERGY L P760.09%0.19%0.31%Q4 2015Q1 201913
VNQ VANGUARD INDEX FDS910.06%0.17%0.33%Q4 2014Q1 202013
DVYA ISHARES INC13130.11%0.16%0.30%Q4 2016Q4 201913
MMP MAGELLAN MIDSTREAM PRT...760.07%0.16%0.29%Q4 2015Q1 201913
SEMG SEMGROUP CORP13130.06%0.16%0.29%Q1 2016Q1 201913
WRB BERKLEY W R CORP13130.10%0.15%0.22%Q3 2020Q3 202313
VMBS VANGUARD SCOTTSDALE FDS13130.06%0.15%0.19%Q3 2015Q3 201813
EFX EQUIFAX INC13130.09%0.14%0.19%Q3 2020Q3 202313
TTE TOTAL SE1210.05%0.13%0.24%Q2 2020Q3 202313
MPLX MPLX LP610.09%0.13%0.24%Q4 2014Q1 201913
IBKR INTERACTIVE BROKERS GR...13130.05%0.12%0.15%Q3 2020Q3 202313
ALLE ALLEGION PLC13130.08%0.11%0.14%Q3 2020Q3 202313
BAM BROOKFIELD ASSET MGMT INC760.08%0.11%0.14%Q3 2017Q3 202213
APD AIR PRODS & CHEMS INC1120.06%0.10%0.14%Q4 2015Q1 202313
CHE CHEMED CORP NEW13130.08%0.10%0.11%Q3 2020Q3 202313
EXPO EXPONENT INC13130.05%0.10%0.14%Q3 2020Q3 202313
BUD ANHEUSER BUSCH INBEV S...13130.05%0.10%0.15%Q3 2020Q3 202313
BFAM BRIGHT HORIZONS FAM SO...13130.06%0.09%0.15%Q3 2020Q3 202313
ROL ROLLINS INC13130.07%0.08%0.12%Q3 2020Q3 202313
BGNE BEIGENE LTD13130.05%0.08%0.13%Q3 2020Q3 202313
HON HONEYWELL INTL INC1210.04%0.06%0.10%Q2 2020Q3 202313
TGB TASEKO MINES LTD13130.03%0.05%0.09%Q3 2020Q3 202313
ABC AMERISOURCEBERGEN CORP12120.64%0.82%1.03%Q4 2016Q3 201912
GOVT ISHARES TR820.19%0.81%3.57%Q4 2019Q3 202312
WBA WALGREENS BOOTS ALLIAN...750.36%0.52%0.64%Q1 2019Q2 202312
FPE FIRST TR EXCHANGE-TRAD...12120.08%0.35%0.59%Q4 2015Q3 201812
TOTL SSGA ACTIVE ETF TR12120.10%0.19%0.26%Q4 2015Q3 201812
WGP WESTERN GAS EQUITY PAR...660.08%0.17%0.29%Q4 2015Q4 201812
TFI SPDR SER TR12120.08%0.15%0.55%Q2 2016Q1 201912
STM STMICROELECTRONICS N V12120.06%0.11%0.14%Q4 2020Q3 202312
TFII TFI INTL INC12120.06%0.09%0.11%Q4 2020Q3 202312
FAST FASTENAL CO1020.06%0.09%0.14%Q4 2018Q1 202312
CAT CATERPILLAR INC DEL620.04%0.06%0.09%Q2 2019Q3 202312
IWD ISHARES TR510.04%0.06%0.11%Q1 2019Q3 202312
KMI KINDER MORGAN INC DEL740.10%0.35%0.92%Q4 2014Q1 201911
QUAL ISHARES TR11110.04%0.34%1.05%Q3 2019Q1 202211
BNL BROADSTONE NET LEASE INC11110.20%0.31%0.44%Q1 2021Q3 202311
QQQ INVESCO QQQ TR720.01%0.30%0.41%Q3 2019Q3 202311
PAA PLAINS ALL AMERN PIPEL...510.06%0.28%0.68%Q4 2014Q1 201911
CCL CARNIVAL CORP740.09%0.28%0.51%Q1 2015Q1 201911
FNDC SCHWAB STRATEGIC TR11110.10%0.24%0.66%Q4 2016Q2 201911
LPLA LPL FINL HLDGS INC11110.13%0.16%0.25%Q1 2021Q3 202311
ABB ABB LTD11110.04%0.15%0.18%Q3 2020Q1 202311
BSY BENTLEY SYS INC11110.07%0.14%0.21%Q1 2021Q3 202311
PXF INVESCO EXCH TRADED FD...11110.08%0.14%0.19%Q2 2018Q4 202011
TSLA TESLA INC830.06%0.13%0.20%Q4 2020Q3 202311
CPRT COPART INC11110.06%0.13%0.16%Q2 2020Q4 202211
CDW CDW CORP810.06%0.13%0.18%Q1 2016Q1 202211
CALX CALIX INC11110.06%0.09%0.15%Q1 2021Q3 202311
PII POLARIS INDS INC650.04%0.09%0.15%Q1 2019Q4 202111
CARR CARRIER GLOBAL CORPORA...650.04%0.05%0.06%Q4 2020Q3 202311
SYK STRYKER CORPORATION650.04%0.05%0.06%Q4 2020Q3 202311
VLRS CONTROLADORA VUELA COM...11110.02%0.05%0.08%Q1 2021Q3 202311
SCHR SCHWAB STRATEGIC TR10100.04%0.86%1.72%Q2 2018Q3 202010
SHM SPDR SER TR10100.16%0.25%0.37%Q1 2016Q2 201810
MSCI MSCI INC810.04%0.16%0.24%Q2 2020Q3 202310
TRV TRAVELERS COMPANIES INC910.05%0.15%0.26%Q4 2014Q3 202310
BA BOEING CO910.09%0.14%0.18%Q4 2014Q1 202010
WES WESTERN GAS PARTNERS LP610.06%0.13%0.18%Q4 2015Q4 201810
RDSB ROYAL DUTCH SHELL PLC320.06%0.11%0.23%Q4 2014Q4 201910
PSX PHILLIPS 66640.06%0.10%0.14%Q4 2014Q3 201810
UBSI UNITED BANKSHARES INC ...10100.07%0.09%0.13%Q4 2014Q1 201710
ETN EATON CORP PLC710.07%0.09%0.11%Q3 2019Q1 202310
BK BANK NEW YORK MELLON CORP710.04%0.06%0.11%Q4 2015Q3 202310
DD DU PONT E I DE NEMOURS...990.12%0.20%0.36%Q4 2014Q4 20169
KMB KIMBERLY CLARK CORP990.12%0.17%0.27%Q4 2014Q4 20169
VO VANGUARD INDEX FDS990.07%0.16%0.26%Q4 2014Q4 20169
BCE BCE INC990.10%0.16%0.26%Q4 2014Q4 20169
VOD VODAFONE GROUP PLC NEW990.08%0.15%0.23%Q4 2014Q4 20169
ET ENERGY TRANSFER LP810.02%0.14%0.40%Q2 2017Q3 20209
PAGP PLAINS GP HLDGS L P720.07%0.14%0.27%Q4 2016Q1 20199
XLV SELECT SECTOR SPDR TR990.05%0.13%0.17%Q3 2018Q3 20209
VLP VALERO ENERGY PARTNERS LP810.08%0.11%0.17%Q2 2015Q3 20179
AM ANTERO MIDSTREAM PARTN...410.07%0.11%0.18%Q4 2015Q4 20189
CAG CONAGRA FOODS INC990.08%0.10%0.11%Q4 2014Q4 20169
TRUP TRUPANION INC810.04%0.06%0.09%Q2 2021Q3 20239
MHK MOHAWK INDS INC710.04%0.05%0.06%Q2 2019Q2 20229
ISRG INTUITIVE SURGICAL INC540.04%0.05%0.07%Q1 2021Q3 20239
ACN ACCENTURE PLC IRELAND630.04%0.04%0.06%Q1 2021Q3 20239
SCHH SCHWAB STRATEGIC TR880.99%1.59%2.68%Q2 2018Q1 20208
VRP INVESCO EXCHNG TRADED ...880.18%1.12%2.21%Q2 2018Q1 20208
GIS GENERAL MLS INC710.43%0.77%1.18%Q4 2014Q4 20188
PRFZ INVESCO EXCHANGE TRADE...880.06%0.52%0.70%Q2 2018Q1 20208
PSXP PHILLIPS 66 PARTNERS LP510.08%0.40%1.21%Q1 2016Q2 20208
FNDB SCHWAB STRATEGIC TR880.09%0.22%0.33%Q4 2014Q3 20168
XLY SELECT SECTOR SPDR TR880.18%0.20%0.25%Q3 2018Q2 20208
VGT VANGUARD WORLD FDS880.16%0.19%0.23%Q3 2018Q2 20208
UN UNILEVER N V440.11%0.17%0.24%Q4 2014Q4 20168
DUK DUKE ENERGY CORP NEW710.08%0.16%0.21%Q3 2017Q3 20238
HCP HCP INC880.07%0.15%0.26%Q4 2014Q3 20168
MET METLIFE INC620.07%0.14%0.24%Q4 2014Q4 20168
PGR PROGRESSIVE CORP OHIO710.08%0.14%0.18%Q4 2019Q1 20238
GPC GENUINE PARTS CO880.07%0.12%0.20%Q4 2014Q3 20168
VIS VANGUARD WORLD FDS880.07%0.11%0.15%Q3 2018Q2 20208
AZPN ASPEN TECHNOLOGY INC880.06%0.10%0.14%Q2 2020Q1 20228
SKYY FIRST TR EXCHANGE TRAD...880.08%0.09%0.12%Q3 2018Q2 20208
FDN FIRST TR NASDAQ-100 TE...880.08%0.09%0.12%Q3 2018Q2 20208
ELAN ELANCO ANIMAL HEALTH INC880.05%0.08%0.11%Q3 2020Q2 20228
PHG KONINKLIJKE PHILIPS N V710.04%0.06%0.08%Q4 2019Q4 20218
USB US BANCORP DEL710.04%0.05%0.08%Q3 2021Q3 20238
NOK NOKIA CORP880.03%0.04%0.05%Q4 2021Q3 20238
ING ING GROEP N.V.880.03%0.04%0.04%Q1 2021Q4 20228
PRF POWERSHARES ETF TRUST770.18%0.68%1.21%Q4 2014Q2 20167
MBB ISHARES TR430.07%0.63%1.28%Q1 2021Q3 20237
PAGP PLAINS GP HLDGS L P430.05%0.32%0.56%Q4 2014Q3 20167
NEAR ISHARES U S ETF TR770.10%0.30%0.46%Q1 2022Q3 20237
EFV ISHARES TR430.09%0.21%0.32%Q1 2021Q3 20237
VCSH VANGUARD SCOTTSDALE FDS320.04%0.20%0.47%Q1 2015Q1 20237
ENOVIX CORPORATION770.12%0.19%0.30%Q1 2022Q3 20237
NEU NEWMARKET CORP770.06%0.17%0.22%Q3 2017Q1 20197
XLC SELECT SECTOR SPDR TR770.13%0.15%0.16%Q4 2018Q2 20207
EPD ENTERPRISE PRODS PARTN...610.06%0.14%0.42%Q2 2017Q3 20207
EOT EATON VANCE NATL MUN O...610.07%0.14%0.19%Q4 2014Q3 20167
EQM EQT MIDSTREAM PARTNERS LP610.09%0.11%0.14%Q4 2015Q3 20177
SRE SEMPRA770.06%0.09%0.12%Q3 2021Q1 20237
OMC OMNICOM GROUP INC610.04%0.09%0.13%Q4 2018Q1 20217
WPC W P CAREY INC210.06%0.08%0.12%Q4 2014Q1 20197
TEL TE CONNECTIVITY LTD770.06%0.08%0.10%Q3 2021Q1 20237
FPF FIRST TR INTER DUR PFD...770.07%0.08%0.10%Q3 2016Q1 20187
VDC VANGUARD WORLD FDS610.05%0.08%0.10%Q3 2018Q2 20207
BBVA BANCO BILBAO VIZCAYA A...770.02%0.07%0.09%Q4 2020Q2 20227
COF CAPITAL ONE FINL CORP610.04%0.06%0.10%Q4 2019Q1 20227
MSI MOTOROLA SOLUTIONS INC770.04%0.06%0.08%Q3 2021Q1 20237
OTIS OTIS WORLDWIDE CORP770.05%0.05%0.06%Q3 2021Q1 20237
SLV ISHARES SILVER TR770.04%0.05%0.06%Q4 2020Q2 20227
ITW ILLINOIS TOOL WKS INC770.04%0.05%0.06%Q3 2021Q1 20237
EVRI EVERI HLDGS INC770.04%0.05%0.06%Q2 2021Q4 20227
VRT VERTIV HOLDINGS CO770.02%0.03%0.05%Q3 2021Q1 20237
ATRS ANTARES PHARMA INC770.02%0.02%0.02%Q3 2020Q1 20227
EWJ ISHARES INC660.68%0.88%0.98%Q4 2017Q1 20196
SHLX SHELL MIDSTREAM PARTNE...310.03%0.85%2.49%Q4 2015Q3 20206
PAA PLAINS ALL AMERN PIPEL...410.07%0.68%1.13%Q1 2016Q2 20196
VLUE ISHARES TR660.59%0.62%0.67%Q3 2021Q4 20226
ANEB ANEBULO PHARMACEUTICAL...660.30%0.43%0.74%Q2 2022Q3 20236
ACWI ISHARES TR660.05%0.31%0.67%Q2 2022Q3 20236
EEMV ISHARES INC660.12%0.27%0.55%Q2 2022Q3 20236
GLRE GREENLIGHT CAPITAL RE LTD660.15%0.24%0.36%Q4 2019Q1 20216
PGX POWERSHARES ETF TR II660.12%0.16%0.18%Q4 2016Q1 20186
FAX ABERDEEN ASIA PACIFIC ...660.10%0.14%0.20%Q4 2014Q1 20166
WELL WELLTOWER INC660.10%0.13%0.20%Q3 2015Q4 20166
ASPEN TECHNOLOGY INC660.09%0.12%0.17%Q2 2022Q3 20236
LQD ISHARES TR660.07%0.12%0.17%Q2 2020Q3 20216
IYR ISHARES TR660.08%0.12%0.17%Q4 2014Q1 20166
DLB DOLBY LABORATORIES INC660.09%0.11%0.13%Q2 2022Q3 20236
WSO WATSCO INC660.09%0.11%0.13%Q2 2022Q3 20236
PFIS PEOPLES FINL SVCS CORP660.07%0.10%0.16%Q4 2014Q1 20166
UROV UROVANT SCIENCES LTD660.08%0.10%0.14%Q3 2019Q4 20206
SUM SUMMIT MATLS INC660.06%0.10%0.14%Q2 2015Q3 20166
NXZ NUVEEN DIV ADVANTAGE M...660.08%0.10%0.12%Q4 2014Q1 20166
ALSN ALLISON TRANSMISSION H...660.08%0.10%0.12%Q3 2017Q4 20186
EQGP EQT GP HLDGS LP510.07%0.09%0.11%Q1 2016Q3 20176
ENLK ENLINK MIDSTREAM PARTN...310.06%0.09%0.10%Q3 2016Q4 20186
ESML ISHARES TR660.08%0.08%0.10%Q2 2020Q3 20216
AMT AMERICAN TOWER CORP NEW420.06%0.07%0.08%Q3 2021Q1 20236
ARKG ARK ETF TR660.04%0.07%0.10%Q2 2020Q3 20216
GLPG GALAPAGOS NV660.04%0.06%0.08%Q4 2019Q1 20216
XLF SELECT SECTOR SPDR TR510.05%0.06%0.07%Q3 2018Q2 20206
AMX AMERICA MOVIL SAB DE CV510.03%0.06%0.07%Q4 2020Q4 20226
IBTE ISHARES TR660.06%0.06%0.06%Q2 2022Q3 20236
ANTM ELEVANCE HEALTH INC660.05%0.06%0.06%Q4 2021Q1 20236
IBB ISHARES TR410.05%0.06%0.07%Q3 2018Q2 20206
IBTF ISHARES TR660.05%0.06%0.06%Q2 2022Q3 20236
CRM SALESFORCE INC510.04%0.06%0.08%Q3 2020Q3 20236
BFB BROWN FORMAN CORP210.04%0.05%0.07%Q1 2016Q2 20216
CHTR CHARTER COMMUNICATIONS...420.05%0.05%0.05%Q3 2021Q1 20236
IBTG ISHARES TR660.04%0.05%0.05%Q2 2022Q3 20236
HCM HUTCHMED CHINA LTD660.04%0.05%0.05%Q3 2020Q4 20216
EIX EDISON INTL660.04%0.04%0.05%Q4 2021Q1 20236
BB BLACKBERRY LTD660.02%0.03%0.04%Q2 2019Q3 20206
ROX CASTLE BRANDS INC660.00%0.01%0.01%Q4 2014Q1 20166
SPY SPDR S&P 500 ETF TR411.15%1.51%1.76%Q2 2022Q3 20235
QQQ INVESCO QQQ TR410.81%1.18%1.78%Q2 2022Q3 20235
AAPL APPLE INC320.53%0.88%1.31%Q2 2022Q3 20235
O REALTY INCOME CORP550.68%0.76%0.88%Q3 2017Q3 20185
TLT ISHARES TR550.39%0.49%0.79%Q3 2019Q3 20205
SXL SUNOCO LOGISTICS PRTNR...550.15%0.42%0.65%Q4 2014Q4 20155
IPOA SOCIAL CAP HEDOSOPHIA ...550.19%0.39%0.52%Q2 2018Q2 20195
EFA ISHARES TR210.03%0.36%0.96%Q3 2015Q4 20215
SHM SPDR SERIES TRUST550.10%0.34%0.52%Q4 2014Q4 20155
CA CA INC550.30%0.33%0.38%Q3 2017Q3 20185
PCAR PACCAR INC550.11%0.26%0.40%Q1 2018Q1 20195
IBM INTERNATIONAL BUSINESS...320.08%0.23%0.45%Q4 2014Q1 20165
ETP ENERGY TRANSFER PRTNRS...410.10%0.18%0.27%Q4 2014Q1 20175
SYMC SYMANTEC CORP550.08%0.15%0.21%Q4 2014Q4 20155
HSBC HSBC HLDGS PLC550.10%0.15%0.20%Q4 2014Q4 20155
BMYRT BRISTOL-MYERS SQUIBB CO550.02%0.13%0.20%Q4 2019Q4 20205
BP BP PLC320.09%0.13%0.18%Q4 2014Q3 20235
ETP ENERGY TRANSFER PARTNE...550.07%0.11%0.21%Q3 2017Q3 20185
FIS FIDELITY NATL INFORMAT...550.05%0.11%0.13%Q1 2022Q1 20235
HAS HASBRO INC550.09%0.10%0.10%Q3 2017Q3 20185
LBRDK LIBERTY BROADBAND CORP550.08%0.10%0.14%Q2 2018Q2 20195
GNE GENIE ENERGY LTD550.08%0.09%0.12%Q3 2019Q3 20205
GM GENERAL MTRS CO550.08%0.09%0.09%Q3 2016Q3 20175
JACOBS SOLUTIONS INC550.08%0.09%0.10%Q3 2022Q3 20235
XMTR XOMETRY INC550.04%0.06%0.12%Q4 2021Q4 20225
BX BLACKSTONE INC210.04%0.06%0.08%Q3 2019Q2 20235
TRP TC ENERGY CORP550.04%0.06%0.07%Q1 2022Q1 20235
BEN FRANKLIN RESOURCES INC410.04%0.05%0.08%Q1 2019Q4 20215
TEAM ATLASSIAN CORP PLC410.04%0.05%0.06%Q2 2021Q3 20225
IJH ISHARES TR550.05%0.05%0.05%Q3 2022Q3 20235
DEN DENBURY INC320.04%0.05%0.06%Q2 2021Q1 20235
GS GOLDMAN SACHS GROUP INC310.04%0.04%0.04%Q2 2021Q3 20235
VTRS VIATRIS INC320.02%0.02%0.03%Q1 2021Q3 20235
ZNGA ZYNGA INC550.02%0.02%0.02%Q4 2020Q4 20215
CBOE CBOE HLDGS INC441.65%4.26%6.73%Q3 2017Q2 20184
FTSL FIRST TR EXCHANGE TRAD...440.26%4.21%8.23%Q3 2016Q2 20174
DVY ISHARES TR310.08%1.27%1.97%Q4 2014Q4 20154
IUSB ISHARES TR441.04%1.24%1.35%Q4 2022Q3 20234
SXL SUNOCO LOGISTICS PRTNR...440.86%0.98%1.14%Q1 2016Q4 20164
IGSB ISHARES TR440.64%0.79%1.21%Q4 2022Q3 20234
HEDJ WISDOMTREE TR440.55%0.63%0.68%Q1 2015Q4 20154
KRE SPDR SER TR440.33%0.34%0.36%Q1 2021Q4 20214
GDV GABELLI DIVD & INCOME TR440.22%0.34%0.45%Q4 2014Q3 20154
FLOT ISHARES TR440.23%0.24%0.25%Q4 2018Q3 20194
FOCS FOCUS FINL PARTNERS INC440.19%0.24%0.33%Q1 2019Q4 20194
CAPITAL GROUP GBL GROW...440.17%0.23%0.34%Q4 2022Q3 20234
GOOGL GOOGLE INC440.18%0.21%0.23%Q4 2014Q3 20154
WCLD WISDOMTREE TR310.05%0.19%0.25%Q1 2022Q1 20234
GOOG GOOGLE INC440.15%0.18%0.20%Q4 2014Q3 20154
IXN ISHARES TR440.14%0.18%0.20%Q2 2020Q1 20214
IPOAU SOCIAL CAP HEDOSOPHIA ...440.12%0.13%0.14%Q2 2018Q1 20194
KORS MICHAEL KORS HLDGS LTD210.07%0.12%0.18%Q4 2014Q1 20164
URTH ISHARES INC310.08%0.10%0.14%Q4 2021Q4 20224
XM QUALTRICS INTL INC440.06%0.10%0.14%Q1 2021Q4 20214
LBTYK LIBERTY GLOBAL PLC440.07%0.09%0.12%Q3 2017Q2 20184
CAI CAI INTERNATIONAL INC440.06%0.09%0.14%Q2 2016Q1 20174
GSK GLAXOSMITHKLINE PLC220.06%0.08%0.09%Q2 2019Q2 20204
FLIR FLIR SYS INC440.06%0.08%0.12%Q2 2020Q1 20214
KLAC KLA-TENCOR CORP220.06%0.07%0.09%Q2 2019Q2 20204
CNI CANADIAN NATL RY CO440.05%0.07%0.10%Q3 2020Q2 20214
CABO CABLE ONE INC440.06%0.07%0.08%Q4 2017Q3 20184
PDI PIMCO DYNAMIC INCOME FD310.05%0.06%0.06%Q3 2018Q3 20194
BDX BECTON DICKINSON & CO440.05%0.05%0.06%Q2 2022Q1 20234
PI IMPINJ INC310.04%0.05%0.06%Q4 2021Q1 20234
VALE VALE S A220.03%0.05%0.08%Q2 2021Q1 20234
ENPH ENPHASE ENERGY INC440.04%0.05%0.06%Q4 2021Q3 20224
MACK MERRIMACK PHARMACEUTIC...310.02%0.05%0.08%Q3 2019Q3 20204
SHOP SHOPIFY INC310.04%0.05%0.06%Q3 2021Q3 20234
EMR EMERSON ELEC CO310.04%0.04%0.05%Q4 2021Q4 20224
CVE CENOVUS ENERGY INC440.04%0.04%0.05%Q4 2022Q3 20234
MMC MARSH & MCLENNAN COS INC220.04%0.04%0.04%Q4 2021Q1 20234
INDI INDIE SEMICONDUCTOR INC440.02%0.02%0.03%Q3 2022Q2 20234
SPY SPDR S&P 500 ETF TR110.59%1.17%1.48%Q3 2020Q1 20223
IDV ISHARES330.76%0.94%1.16%Q4 2014Q2 20153
MTUM ISHARES TR110.21%0.74%1.64%Q1 2016Q3 20193
TLH ISHARES TR330.51%0.52%0.53%Q1 2023Q3 20233
AAPL APPLE INC210.05%0.38%1.03%Q1 2021Q1 20223
SHYG ISHARES TR210.15%0.33%0.48%Q3 2017Q1 20233
HPY HEARTLAND PMT SYS INC330.27%0.30%0.34%Q3 2015Q1 20163
IYW ISHARES TR330.27%0.29%0.32%Q1 2023Q3 20233
IYLD ISHARES TR330.06%0.28%0.50%Q4 2022Q2 20233
FIVE FIVE BELOW INC330.23%0.26%0.29%Q3 2015Q1 20163
YNDX YANDEX N V330.23%0.26%0.29%Q3 2015Q1 20163
HCN HEALTH CARE REIT INC330.18%0.23%0.28%Q4 2014Q2 20153
WLKP WESTLAKE CHEM PARTNERS LP330.16%0.23%0.30%Q4 2014Q2 20153
DWX SPDR INDEX SHS FDS330.21%0.22%0.24%Q4 2014Q2 20153
EMB ISHARES TR210.11%0.22%0.35%Q4 2014Q1 20233
BTCM BIT MINING LIMITED330.17%0.21%0.26%Q3 2021Q1 20223
ICVT ISHARES TR330.13%0.18%0.21%Q2 2022Q4 20223
FIF FIRST TR ENERGY INFRAS...330.13%0.17%0.21%Q4 2014Q2 20153
BND VANGUARD BD INDEX FD INC210.10%0.17%0.26%Q4 2014Q1 20183
DM DOMINION MIDSTREAM PAR...210.12%0.16%0.19%Q4 2016Q3 20173
BABA ALIBABA GROUP HLDG LTD330.11%0.16%0.23%Q4 2014Q2 20153
VDE VANGUARD WORLD FDS330.09%0.15%0.26%Q4 2014Q2 20153
DOFSQ DIAMOND OFFSHORE DRILL...330.11%0.15%0.20%Q4 2014Q2 20153
DSL DOUBLELINE INCOME SOLU...330.14%0.15%0.15%Q4 2014Q2 20153
CEO CNOOC LTD330.13%0.14%0.16%Q4 2014Q2 20153
DOCU DOCUSIGN INC330.14%0.14%0.14%Q2 2020Q4 20203
CLOU GLOBAL X FDS330.12%0.14%0.15%Q4 2022Q2 20233
SAIA SAIA INC330.10%0.11%0.12%Q1 2023Q3 20233
SIG SIGNET JEWELERS LIMITED330.10%0.11%0.13%Q3 2016Q1 20173
SJR SHAW COMMUNICATIONS INC330.08%0.11%0.14%Q4 2014Q2 20153
AKAM AKAMAI TECHNOLOGIES INC330.08%0.10%0.14%Q3 2015Q1 20163
GMED GLOBUS MED INC330.08%0.10%0.14%Q2 2022Q4 20223
MMP MAGELLAN MIDSTREAM PRT...110.06%0.10%0.18%Q2 2017Q1 20203
VLO VALERO ENERGY CORP NEW330.08%0.09%0.10%Q1 2018Q3 20183
EA ELECTRONIC ARTS INC330.06%0.09%0.14%Q1 2019Q3 20193
BKNG BOOKING HOLDINGS INC210.05%0.08%0.12%Q1 2019Q2 20213
ARES ARES MANAGEMENT CORPOR...210.06%0.07%0.08%Q3 2019Q2 20203
AMERICA MOVIL SAB DE CV330.05%0.07%0.07%Q1 2023Q3 20233
LYB LYONDELLBASELL INDUSTR...110.05%0.06%0.08%Q3 2019Q3 20233
EXPE EXPEDIA GROUP INC330.04%0.06%0.08%Q3 2021Q1 20223
FRPT FRESHPET INC330.06%0.06%0.06%Q1 2023Q3 20233
NICE NICE LTD210.05%0.06%0.07%Q4 2021Q2 20233
DCT DUCK CREEK TECHNOLOGIE...330.04%0.05%0.08%Q3 2021Q1 20223
PRF INVESCO EXCHANGE TRADE...330.05%0.05%0.06%Q2 2019Q4 20193
DISH DISH NETWORK CORPORATION330.05%0.05%0.06%Q3 2021Q1 20223
NTES NETEASE INC330.04%0.05%0.06%Q2 2021Q4 20213
CI CIGNA CORP NEW330.04%0.05%0.05%Q2 2022Q4 20223
SRVR PACER FDS TR330.04%0.05%0.05%Q2 2020Q4 20203
AMLP ALPS ETF TR330.04%0.04%0.05%Q1 2023Q3 20233
ARCHAEA ENERGY INC330.04%0.04%0.05%Q1 2022Q3 20223
MGV VANGUARD WORLD FD330.04%0.04%0.04%Q3 2021Q1 20223
MCO MOODYS CORP210.04%0.04%0.04%Q3 2021Q3 20233
HALEON PLC330.02%0.03%0.04%Q3 2022Q1 20233
IPOAWS SOCIAL CAP HEDOSOPHIA ...330.02%0.03%0.04%Q4 2018Q2 20193
LYG LLOYDS BANKING GROUP PLC330.01%0.01%0.02%Q3 2019Q1 20203
INUV INUVO INC330.00%0.00%0.00%Q1 2021Q3 20213
ZOM ZOMEDICA PHARMACEUTICA...330.00%0.00%0.00%Q1 2021Q3 20213
WEC WISCONSIN ENERGY CORP221.00%1.12%1.24%Q4 2014Q1 20152
FFTY ACADEMY FDS TR220.50%0.52%0.53%Q2 2015Q3 20152
SDY SPDR SERIES TRUST110.11%0.51%0.90%Q4 2014Q4 20182
RDSA ROYAL DUTCH SHELL PLC220.40%0.45%0.50%Q4 2014Q1 20152
KYE KAYNE ANDERSON ENRGY T...220.29%0.34%0.38%Q4 2014Q1 20152
AMJ JPMORGAN CHASE & CO220.21%0.29%0.37%Q4 2017Q1 20182
EEM ISHARES TR110.13%0.28%0.44%Q4 2014Q3 20152
IFRA ISHARES TR220.17%0.17%0.18%Q2 2022Q3 20222
FEI FIRST TR MLP & ENERGY ...220.14%0.16%0.18%Q4 2014Q1 20152
SPIP SPDR SERIES TRUST220.14%0.16%0.18%Q4 2018Q1 20192
GEL GENESIS ENERGY L P110.06%0.14%0.22%Q2 2017Q2 20192
RWX SPDR INDEX SHS FDS220.14%0.14%0.14%Q4 2014Q1 20152
NRE NORTHSTAR REALTY EUROP...110.08%0.13%0.18%Q4 2018Q2 20192
PAGP PLAINS GP HLDGS L P110.07%0.13%0.19%Q2 2017Q2 20192
FWONK LIBERTY MEDIA CORP DEL...220.08%0.12%0.17%Q1 2019Q2 20192
ARYAU ARYA SCIENCES ACQUISIT...220.07%0.12%0.18%Q4 2018Q1 20192
IWP ISHARES TR110.10%0.11%0.11%Q4 2021Q2 20222
THC TENET HEALTHCARE CORP110.10%0.11%0.11%Q4 2014Q2 20152
CHI CALAMOS CONV OPP AND I...220.09%0.10%0.11%Q4 2014Q1 20152
CHH CHOICE HOTELS INTL INC220.09%0.10%0.10%Q2 2023Q3 20232
AVP AVON PRODS INC220.07%0.10%0.12%Q2 2015Q3 20152
RSP INVESCO EXCHANGE TRADE...220.09%0.09%0.09%Q2 2021Q3 20212
FNDX SCHWAB STRATEGIC TR110.05%0.09%0.13%Q1 2019Q4 20192
AXTA AXALTA COATING SYS LTD220.08%0.08%0.08%Q3 2017Q4 20172
VYM VANGUARD WHITEHALL FDS220.06%0.08%0.10%Q2 2023Q3 20232
JFR NUVEEN FLOATING RATE I...220.07%0.07%0.08%Q4 2014Q1 20152
PRI PRIMERICA INC220.07%0.07%0.08%Q2 2020Q3 20202
AON AON PLC220.06%0.06%0.07%Q4 2019Q1 20202
ROLL RBC BEARINGS INC220.05%0.06%0.06%Q2 2020Q3 20202
VITA COCO CO INC220.05%0.06%0.06%Q2 2023Q3 20232
SIBN SI-BONE INC220.05%0.05%0.05%Q1 2021Q2 20212
ENB ENBRIDGE INC220.05%0.05%0.05%Q2 2020Q3 20202
IJR ISHARES TR220.05%0.05%0.05%Q2 2023Q3 20232
TJX TJX COS INC NEW220.04%0.04%0.05%Q4 2021Q1 20222
CMG CHIPOTLE MEXICAN GRILL...220.04%0.04%0.04%Q2 2023Q3 20232
RIO RIO TINTO PLC220.04%0.04%0.04%Q1 2021Q2 20212
TNDM TANDEM DIABETES CARE INC220.04%0.04%0.04%Q4 2021Q1 20222
MGK VANGUARD WORLD FD220.03%0.04%0.04%Q4 2021Q1 20222
UBP URSTADT BIDDLE PPTYS INC110.01%0.02%0.04%Q3 2016Q1 20172
OSCR OSCAR HEALTH INC220.02%0.02%0.02%Q2 2023Q3 20232
TSM TAIWAN SEMICONDUCTOR M...220.00%0.00%0.00%Q3 2021Q4 20212
NLY ANNALY CAP MGMT INC111.31%1.31%1.31%Q3 2018Q3 20181
SHY ISHARES TR111.29%1.29%1.29%Q4 2017Q4 20171
QQQ INVESCO QQQ TR110.92%0.92%0.92%Q1 2022Q1 20221
O REALTY INCOME CORP110.77%0.77%0.77%Q2 2017Q2 20171
FV FIRST TR EXCHANGE TRAD...110.43%0.43%0.43%Q1 2015Q1 20151
PKW POWERSHARES ETF TRUST110.36%0.36%0.36%Q4 2014Q4 20141
RYT RYDEX ETF TRUST110.35%0.35%0.35%Q4 2014Q4 20141
PGJ POWERSHARES ETF TRUST110.31%0.31%0.31%Q4 2014Q4 20141
IYT ISHARES TR110.30%0.30%0.30%Q1 2015Q1 20151
RYE RYDEX ETF TRUST110.30%0.30%0.30%Q4 2014Q4 20141
SPTL SPDR SERIES TRUST110.29%0.29%0.29%Q4 2019Q4 20191
MUB ISHARES TR110.27%0.27%0.27%Q4 2017Q4 20171
WGP WESTERN GAS EQUITY PAR...110.25%0.25%0.25%Q2 2017Q2 20171
IYE ISHARES TR110.24%0.24%0.24%Q2 2022Q2 20221
REM ISHARES TR110.22%0.22%0.22%Q4 2017Q4 20171
BPL BUCKEYE PARTNERS L P110.20%0.20%0.20%Q2 2017Q2 20171
IPOFU SOCIAL CAPITAL HEDOSOP...110.19%0.19%0.19%Q4 2020Q4 20201
NVDA NVIDIA CORPORATION110.18%0.18%0.18%Q1 2022Q1 20221
RSP RYDEX ETF TRUST110.17%0.17%0.17%Q4 2016Q4 20161
ETP ENERGY TRANSFER PARTNE...110.17%0.17%0.17%Q2 2017Q2 20171
AM ANTERO MIDSTREAM PARTN...110.17%0.17%0.17%Q2 2017Q2 20171
UN UNILEVER N V110.16%0.16%0.16%Q4 2015Q4 20151
DM DOMINION ENERGY MIDSTR...110.16%0.16%0.16%Q2 2017Q2 20171
WES WESTERN GAS PARTNERS LP110.16%0.16%0.16%Q2 2017Q2 20171
MYOV MYOVANT SCIENCES LTD110.15%0.15%0.15%Q3 2019Q3 20191
JWN NORDSTROM INC110.14%0.14%0.14%Q4 2014Q4 20141
SONY SONY CORP110.14%0.14%0.14%Q4 2019Q4 20191
WES WESTERN MIDSTREAM PART...110.14%0.14%0.14%Q1 2019Q1 20191
IPOAU SOCIAL CAP HEDOSOPHIA ...110.13%0.13%0.13%Q2 2019Q2 20191
BKLN POWERSHARES ETF TRUST II110.13%0.13%0.13%Q4 2014Q4 20141
CWB SPDR SERIES TRUST110.13%0.13%0.13%Q4 2014Q4 20141
VTIP VANGUARD MALVERN FDS110.12%0.12%0.12%Q4 2014Q4 20141
CTAS CINTAS CORP110.12%0.12%0.12%Q3 2023Q3 20231
MS MORGAN STANLEY110.12%0.12%0.12%Q3 2023Q3 20231
HUM HUMANA INC110.11%0.11%0.11%Q3 2023Q3 20231
ADP AUTOMATIC DATA PROCESS...110.11%0.11%0.11%Q3 2023Q3 20231
DHI D R HORTON INC110.11%0.11%0.11%Q4 2019Q4 20191
CHKP CHECK POINT SOFTWARE T...110.11%0.11%0.11%Q4 2019Q4 20191
VLP VALERO ENERGY PARTNERS LP110.10%0.10%0.10%Q2 2017Q2 20171
EQGP EQT GP HLDGS LP110.10%0.10%0.10%Q2 2017Q2 20171
MCK MCKESSON CORP110.10%0.10%0.10%Q3 2023Q3 20231
CRMT AMERICAS CAR MART INC110.10%0.10%0.10%Q4 2019Q4 20191
SAFM SANDERSON FARMS INC110.10%0.10%0.10%Q4 2019Q4 20191
NSL NUVEEN SR INCOME FD110.10%0.10%0.10%Q4 2017Q4 20171
ZTS ZOETIS INC110.10%0.10%0.10%Q4 2019Q4 20191
MPLX MPLX LP110.09%0.09%0.09%Q2 2017Q2 20171
ESRX EXPRESS SCRIPTS HLDG CO110.09%0.09%0.09%Q3 2015Q3 20151
OSK OSHKOSH CORP110.09%0.09%0.09%Q4 2019Q4 20191
NSIT INSIGHT ENTERPRISES INC110.09%0.09%0.09%Q4 2019Q4 20191
CELG CELGENE CORP110.09%0.09%0.09%Q1 2019Q1 20191
COTY COTY INC110.09%0.09%0.09%Q2 2015Q2 20151
EDIV SPDR INDEX SHS FDS110.09%0.09%0.09%Q4 2019Q4 20191
ENLK ENLINK MIDSTREAM PARTN...110.09%0.09%0.09%Q2 2017Q2 20171
EQM EQT MIDSTREAM PARTNERS LP110.08%0.08%0.08%Q2 2017Q2 20171
SO SOUTHERN CO110.08%0.08%0.08%Q3 2023Q3 20231
ODFL OLD DOMINION FREIGHT L...110.08%0.08%0.08%Q3 2023Q3 20231
SPLG SPDR SER TR110.08%0.08%0.08%Q1 2020Q1 20201
CAH CARDINAL HEALTH INC110.07%0.07%0.07%Q3 2023Q3 20231
TQQQ PROSHARES TR110.07%0.07%0.07%Q4 2020Q4 20201
LPI LAREDO PETROLEUM INC110.07%0.07%0.07%Q4 2015Q4 20151
WES WESTERN MIDSTREAM PART...110.07%0.07%0.07%Q2 2019Q2 20191
ERC WELLS FARGO MULTI SECT...110.07%0.07%0.07%Q2 2020Q2 20201
DOW DOW INC110.07%0.07%0.07%Q3 2019Q3 20191
NGLS TARGA RESOURCES PARTNE...110.07%0.07%0.07%Q4 2015Q4 20151
AM ANTERO MIDSTREAM CORP110.06%0.06%0.06%Q1 2019Q1 20191
SCHX SCHWAB STRATEGIC TR110.06%0.06%0.06%Q1 2019Q1 20191
SNV SYNOVUS FINL CORP110.06%0.06%0.06%Q3 2019Q3 20191
NZF NUVEEN ENHANCED MUN CR...110.06%0.06%0.06%Q3 2016Q3 20161
DAL DELTA AIR LINES INC DEL110.06%0.06%0.06%Q1 2020Q1 20201
FONR FONAR CORP110.06%0.06%0.06%Q4 2019Q4 20191
PGX INVESCO EXCHNG TRADED ...110.06%0.06%0.06%Q2 2018Q2 20181
KNIFE RIVER CORP110.06%0.06%0.06%Q3 2023Q3 20231
EOG EOG RES INC110.06%0.06%0.06%Q3 2023Q3 20231
PNC PNC FINL SVCS GROUP INC110.06%0.06%0.06%Q3 2023Q3 20231
ESCA ESCALADE INC110.05%0.05%0.05%Q4 2019Q4 20191
CTSH COGNIZANT TECHNOLOGY S...110.05%0.05%0.05%Q3 2023Q3 20231
BIO BIO RAD LABS INC110.05%0.05%0.05%Q2 2020Q2 20201
SMTA SPIRIT MTA REIT110.05%0.05%0.05%Q4 2019Q4 20191
USMV ISHARES TR110.05%0.05%0.05%Q4 2019Q4 20191
ED CONSOLIDATED EDISON INC110.05%0.05%0.05%Q3 2023Q3 20231
ADSK AUTODESK INC110.05%0.05%0.05%Q2 2020Q2 20201
SQM SOCIEDAD QUIMICA Y MIN...110.05%0.05%0.05%Q1 2023Q1 20231
SPXU PROSHARES TR110.05%0.05%0.05%Q2 2020Q2 20201
NAD NUVEEN QUALITY MUNCP I...110.05%0.05%0.05%Q3 2020Q3 20201
AMC AMC ENTMT HLDGS INC110.04%0.04%0.04%Q1 2022Q1 20221
AM ANTERO MIDSTREAM CORP110.04%0.04%0.04%Q2 2019Q2 20191
SNY SANOFI110.04%0.04%0.04%Q1 2023Q1 20231
HIG HARTFORD FINL SVCS GRO...110.04%0.04%0.04%Q3 2023Q3 20231
PPG PPG INDS INC110.04%0.04%0.04%Q4 2021Q4 20211
MAS MASCO CORP110.04%0.04%0.04%Q3 2023Q3 20231
CANADIAN PACIFIC KANSA...110.04%0.04%0.04%Q2 2023Q2 20231
SLB SCHLUMBERGER LTD110.04%0.04%0.04%Q4 2022Q4 20221
ORCL ORACLE CORP110.04%0.04%0.04%Q1 2023Q1 20231
NXPI NXP SEMICONDUCTORS N V110.04%0.04%0.04%Q4 2021Q4 20211
MLM MARTIN MARIETTA MATLS INC110.04%0.04%0.04%Q4 2021Q4 20211
TMUS T-MOBILE US INC110.04%0.04%0.04%Q3 2021Q3 20211
ZUO ZUORA INC110.04%0.04%0.04%Q1 2022Q1 20221
ATKR ATKORE INC110.04%0.04%0.04%Q4 2021Q4 20211
CIM CHIMERA INVT CORP110.03%0.03%0.03%Q2 2020Q2 20201
DUC DUFF & PHELPS UTIL COR...110.03%0.03%0.03%Q3 2020Q3 20201
CANG CANGO INC110.02%0.02%0.02%Q1 2021Q1 20211
STEM STEM INC110.02%0.02%0.02%Q4 2022Q4 20221
AR ANTERO RES CORP110.02%0.02%0.02%Q4 2019Q4 20191
MIN MFS INTER INCOME TR110.01%0.01%0.01%Q3 2020Q3 20201
PXJ INVESCO EXCHANGE TRADE...110.01%0.01%0.01%Q1 2021Q1 20211
SSEIQ SEVENTY SEVEN ENERGY INC110.01%0.01%0.01%Q4 2015Q4 20151
AAPL APPLE INC110.00%0.00%0.00%Q2 2021Q2 20211
SIG SIGNET JEWELERS LIMITED110.00%0.00%0.00%Q2 2017Q2 20171
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The securities at the top of the list , including VANGUARD INDEX FDS, APPLE INC, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of LVW Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by LVW Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that LVW Advisors, LLC owns currently or has owned in the past.