334 is the total number of securities Cornerstone Management, Inc. has owned. The longest Cornerstone Management, Inc. has owned a single stock is 36 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VTV | VANGUARD INDEX FDS | 36 | 36 | 7.52% | 16.67% | 21.77% | Q4 2014 | Q3 2023 | 36 |
VUG | VANGUARD INDEX FDS | 36 | 36 | 7.46% | 15.21% | 20.09% | Q4 2014 | Q3 2023 | 36 |
BND | VANGUARD BD INDEX FDS | 36 | 36 | 0.10% | 7.53% | 17.04% | Q4 2014 | Q3 2023 | 36 |
AGG | ISHARES TR | 36 | 36 | 0.39% | 4.00% | 8.58% | Q4 2014 | Q3 2023 | 36 |
EFA | ISHARES TR | 36 | 36 | 2.14% | 3.62% | 4.63% | Q4 2014 | Q3 2023 | 36 |
DVY | ISHARES TR | 36 | 36 | 0.55% | 1.01% | 1.41% | Q4 2014 | Q3 2023 | 36 |
VIG | VANGUARD SPECIALIZED P... | 36 | 36 | 0.47% | 0.84% | 1.24% | Q4 2014 | Q3 2023 | 36 |
KO | COCA COLA CO | 36 | 36 | 0.19% | 0.76% | 3.61% | Q4 2014 | Q3 2023 | 36 |
IWD | ISHARES TR | 36 | 36 | 0.05% | 0.31% | 0.96% | Q4 2014 | Q3 2023 | 36 |
SO | SOUTHERN CO | 36 | 36 | 0.11% | 0.27% | 0.53% | Q4 2014 | Q3 2023 | 36 |
IWF | ISHARES TR | 21 | 14 | 0.05% | 0.30% | 0.99% | Q4 2014 | Q3 2023 | 35 |
AFL | AFLAC INC | 31 | 4 | 0.11% | 0.18% | 0.25% | Q4 2014 | Q3 2023 | 35 |
IBM | INTERNATIONAL BUSINESS... | 34 | 34 | 0.00% | 0.37% | 0.87% | Q4 2014 | Q1 2023 | 34 |
BAC | BK OF AMERICA CORP | 24 | 2 | 0.08% | 0.12% | 0.21% | Q4 2014 | Q3 2023 | 29 |
BRKB | BERKSHIRE HATHAWAY INC... | 11 | 1 | 0.02% | 0.42% | 1.69% | Q4 2014 | Q3 2023 | 28 |
IEMG | ISHARES INC | 27 | 27 | 0.51% | 1.39% | 2.05% | Q1 2017 | Q3 2023 | 27 |
SPIB | SPDR SER TR | 26 | 26 | 1.41% | 1.82% | 2.16% | Q2 2017 | Q3 2023 | 26 |
SHY | ISHARES TR | 25 | 1 | 0.00% | 0.50% | 0.89% | Q4 2014 | Q4 2021 | 26 |
VONG | VANGUARD SCOTTSDALE FDS | 18 | 6 | 0.02% | 6.55% | 16.52% | Q4 2014 | Q1 2023 | 24 |
VONV | VANGUARD SCOTTSDALE FDS | 18 | 6 | 0.02% | 6.41% | 16.39% | Q4 2014 | Q1 2023 | 24 |
SCZ | ISHARES TR | 24 | 24 | 0.85% | 1.45% | 1.94% | Q4 2017 | Q3 2023 | 24 |
LQD | ISHARES TR | 24 | 24 | 0.53% | 0.73% | 1.08% | Q4 2017 | Q3 2023 | 24 |
VV | VANGUARD INDEX FDS | 24 | 24 | 0.10% | 0.19% | 0.28% | Q4 2017 | Q3 2023 | 24 |
ACBI | ATLANTIC CAP BANCSHARE... | 24 | 24 | 0.05% | 0.12% | 0.16% | Q1 2016 | Q4 2021 | 24 |
IWO | ISHARES TR | 22 | 22 | 0.11% | 2.14% | 3.60% | Q4 2014 | Q1 2020 | 22 |
ICF | ISHARES TR | 22 | 22 | 0.42% | 1.58% | 2.61% | Q4 2014 | Q1 2020 | 22 |
IWN | ISHARES TR | 22 | 22 | 0.10% | 1.30% | 1.95% | Q4 2014 | Q1 2020 | 22 |
XOM | EXXON MOBIL CORP | 11 | 5 | 0.01% | 0.27% | 0.82% | Q4 2014 | Q1 2023 | 22 |
SPAB | SPDR SER TR | 22 | 22 | 0.03% | 0.09% | 0.17% | Q4 2017 | Q1 2023 | 22 |
DUK | DUKE ENERGY CORP NEW | 18 | 4 | 0.03% | 0.08% | 0.13% | Q1 2017 | Q1 2023 | 22 |
JPST | JP MORGAN EXCHANGE TRA... | 21 | 21 | 7.14% | 14.92% | 21.52% | Q3 2018 | Q3 2023 | 21 |
SPSB | SPDR SER TR | 21 | 21 | 1.21% | 2.20% | 4.45% | Q3 2018 | Q3 2023 | 21 |
USRT | ISHARES TR | 21 | 21 | 1.08% | 1.78% | 2.32% | Q3 2018 | Q3 2023 | 21 |
VBK | VANGUARD INDEX FDS | 20 | 20 | 1.18% | 1.64% | 2.03% | Q4 2018 | Q3 2023 | 20 |
VBR | VANGUARD INDEX FDS | 20 | 20 | 1.21% | 1.61% | 1.89% | Q4 2018 | Q3 2023 | 20 |
IEF | ISHARES TR | 14 | 6 | 0.01% | 0.46% | 1.15% | Q4 2014 | Q1 2023 | 20 |
ITW | ILLINOIS TOOL WKS INC | 14 | 6 | 0.01% | 0.15% | 0.26% | Q4 2014 | Q1 2023 | 20 |
TSS | TOTAL SYS SVCS INC | 19 | 19 | 0.39% | 0.54% | 0.85% | Q4 2014 | Q2 2019 | 19 |
JNJ | JOHNSON & JOHNSON | 8 | 5 | 0.03% | 0.19% | 0.48% | Q4 2014 | Q1 2023 | 19 |
AAPL | APPLE INC | 11 | 4 | 0.06% | 0.17% | 0.42% | Q4 2014 | Q3 2023 | 19 |
GL | GLOBE LIFE INC | 17 | 17 | 1.07% | 1.41% | 2.51% | Q3 2019 | Q3 2023 | 17 |
USHY | ISHARES TR | 17 | 17 | 0.79% | 1.10% | 1.32% | Q3 2019 | Q3 2023 | 17 |
GPN | GLOBAL PMTS INC | 17 | 17 | 0.27% | 0.53% | 0.89% | Q3 2019 | Q3 2023 | 17 |
FNCL | FIDELITY COVINGTON TRUST | 11 | 3 | 0.05% | 0.35% | 0.64% | Q1 2018 | Q3 2023 | 17 |
BMY | BRISTOL-MYERS SQUIBB CO | 11 | 6 | 0.03% | 0.21% | 0.37% | Q4 2014 | Q1 2023 | 17 |
VTI | VANGUARD INDEX FDS | 16 | 16 | 2.90% | 3.56% | 4.76% | Q4 2019 | Q3 2023 | 16 |
WFC | WELLS FARGO CO NEW | 10 | 6 | 0.00% | 0.17% | 0.34% | Q4 2014 | Q1 2023 | 16 |
IGSB | ISHARES TR | 15 | 15 | 7.63% | 9.03% | 10.20% | Q4 2014 | Q2 2018 | 15 |
SPY | SPDR S&P 500 ETF TR | 15 | 15 | 0.10% | 1.36% | 4.40% | Q1 2020 | Q3 2023 | 15 |
ICSH | ISHARES TR | 15 | 15 | 0.28% | 0.73% | 0.98% | Q1 2020 | Q3 2023 | 15 |
DIV | GLOBAL X FDS | 13 | 2 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q2 2023 | 15 |
GBIL | GOLDMAN SACHS ETF TR | 12 | 2 | 0.18% | 11.48% | 17.97% | Q2 2018 | Q3 2023 | 14 |
RFI | COHEN & STEERS TOTAL R... | 14 | 14 | 0.49% | 0.85% | 1.10% | Q2 2020 | Q3 2023 | 14 |
BBT | BB&T CORP | 13 | 1 | 0.25% | 0.34% | 0.46% | Q4 2014 | Q3 2019 | 14 |
PG | PROCTER & GAMBLE CO | 8 | 6 | 0.01% | 0.20% | 0.52% | Q4 2014 | Q1 2023 | 14 |
PEP | PEPSICO INC | 8 | 6 | 0.02% | 0.18% | 0.33% | Q4 2014 | Q1 2023 | 14 |
TFC | TRUIST FINL CORP | 14 | 14 | 0.05% | 0.17% | 0.36% | Q4 2019 | Q1 2023 | 14 |
PFE | PFIZER INC | 8 | 6 | 0.02% | 0.15% | 0.28% | Q4 2014 | Q1 2023 | 14 |
DIS | DISNEY WALT CO | 8 | 6 | 0.02% | 0.12% | 0.22% | Q4 2014 | Q1 2023 | 14 |
EVRI | EVERI HLDGS INC | 7 | 7 | 0.05% | 0.08% | 0.14% | Q1 2020 | Q3 2023 | 14 |
AVEM | AMERICAN CENTY ETF TR | 13 | 13 | 0.07% | 0.13% | 0.20% | Q3 2020 | Q3 2023 | 13 |
CATH | GLOBAL X FDS | 13 | 13 | 0.05% | 0.09% | 0.16% | Q3 2020 | Q3 2023 | 13 |
VOE | VANGUARD INDEX FDS | 13 | 13 | 0.04% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
PNC | PNC FINL SVCS GROUP INC | 10 | 1 | 0.04% | 0.07% | 0.12% | Q4 2017 | Q1 2023 | 13 |
AVUV | AMERICAN CENTY ETF TR | 12 | 12 | 0.18% | 0.49% | 0.68% | Q4 2020 | Q3 2023 | 12 |
EEM | ISHARES TR | 9 | 3 | 0.11% | 0.39% | 0.52% | Q4 2014 | Q1 2020 | 12 |
FLRN | SPDR SER TR | 11 | 11 | 1.47% | 3.50% | 5.67% | Q1 2021 | Q3 2023 | 11 |
MBB | ISHARES TR | 11 | 11 | 1.36% | 1.58% | 1.88% | Q1 2021 | Q3 2023 | 11 |
STI | SUNTRUST BKS INC | 11 | 11 | 0.17% | 0.38% | 0.59% | Q4 2014 | Q2 2017 | 11 |
JPM | JPMORGAN CHASE & CO | 6 | 1 | 0.00% | 0.06% | 0.16% | Q4 2014 | Q1 2023 | 11 |
T | AT&T INC | 6 | 1 | 0.02% | 0.08% | 0.23% | Q4 2014 | Q1 2023 | 10 |
NEE | NEXTERA ENERGY INC | 6 | 4 | 0.01% | 0.07% | 0.16% | Q4 2015 | Q1 2023 | 10 |
REZ | ISHARES TR | 9 | 9 | 0.17% | 0.31% | 0.38% | Q3 2021 | Q3 2023 | 9 |
SRVR | PACER FDS TR | 9 | 9 | 0.17% | 0.31% | 0.40% | Q3 2021 | Q3 2023 | 9 |
MMM | 3M CO | 8 | 1 | 0.00% | 0.23% | 0.32% | Q4 2014 | Q4 2021 | 9 |
INDS | PACER FDS TR | 9 | 9 | 0.09% | 0.17% | 0.22% | Q3 2021 | Q3 2023 | 9 |
VAL | VALSPAR CORP | 9 | 9 | 0.12% | 0.17% | 0.22% | Q4 2014 | Q4 2016 | 9 |
BIBL | NORTHERN LTS FD TR IV | 9 | 9 | 0.08% | 0.10% | 0.11% | Q3 2021 | Q3 2023 | 9 |
INTC | INTEL CORP | 6 | 3 | 0.00% | 0.07% | 0.23% | Q4 2015 | Q1 2023 | 9 |
LLY | LILLY ELI & CO | 6 | 1 | 0.03% | 0.07% | 0.25% | Q4 2014 | Q3 2023 | 9 |
CSCO | CISCO SYS INC | 6 | 1 | 0.01% | 0.06% | 0.16% | Q4 2014 | Q1 2023 | 9 |
MGV | VANGUARD WORLD FD | 9 | 9 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q1 2023 | 9 |
NEAR | ISHARES U S ETF TR | 3 | 2 | 1.36% | 1.97% | 2.64% | Q2 2020 | Q3 2022 | 8 |
PM | PHILIP MORRIS INTL INC | 8 | 8 | 0.18% | 0.19% | 0.22% | Q4 2014 | Q3 2016 | 8 |
MSFT | MICROSOFT CORP | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
TMK | TORCHMARK CORP | 7 | 7 | 2.36% | 2.64% | 2.83% | Q4 2017 | Q2 2019 | 7 |
JNK | SPDR SER TR | 6 | 1 | 0.01% | 0.16% | 1.06% | Q2 2019 | Q1 2023 | 7 |
SSB | SOUTHSTATE CORPORATION | 7 | 7 | 0.08% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
MGK | VANGUARD WORLD FD | 6 | 1 | 0.04% | 0.04% | 0.07% | Q3 2020 | Q1 2023 | 7 |
MRK | MERCK & CO. INC | 6 | 1 | 0.01% | 0.02% | 0.09% | Q1 2020 | Q1 2023 | 7 |
EDV | VANGUARD WORLD FD | 6 | 6 | 3.03% | 4.08% | 5.77% | Q4 2016 | Q1 2018 | 6 |
IBDM | ISHARES TR | 6 | 6 | 0.78% | 0.91% | 1.07% | Q2 2020 | Q3 2021 | 6 |
CVS | CVS HEALTH CORP | 6 | 6 | 0.13% | 0.16% | 0.17% | Q4 2014 | Q1 2016 | 6 |
GLD | SPDR GOLD TR | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 6 |
UNH | UNITEDHEALTH GROUP INC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 6 |
SLV | ISHARES SILVER TR | 6 | 6 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 6 |
QQQ | INVESCO QQQ TR | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 6 |
DWX | SPDR INDEX SHS FDS | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 6 |
IVV | ISHARES TR | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 6 |
VOT | VANGUARD INDEX FDS | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 6 |
AWK | AMERICAN WTR WKS CO IN... | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
CMCSA | COMCAST CORP NEW | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
PGHY | INVESCO EXCH TRADED FD... | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
XES | SPDR SER TR | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
CNI | CANADIAN NATL RY CO | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
EMLC | VANECK ETF TRUST | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
XLE | SELECT SECTOR SPDR TR | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
ED | CONSOLIDATED EDISON INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
AEP | AMERICAN ELEC PWR CO INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
CVX | CHEVRON CORP NEW | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
DES | WISDOMTREE TR | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
MO | ALTRIA GROUP INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
GOOGL | ALPHABET INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
CWI | SPDR INDEX SHS FDS | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
NEM | NEWMONT CORP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
CLX | CLOROX CO DEL | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
PGF | INVESCO EXCHANGE TRADE... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
ABBV | ABBVIE INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
MCD | MCDONALDS CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
HD | HOME DEPOT INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
WPC | WP CAREY INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
VZ | VERIZON COMMUNICATIONS... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
FCCO | FIRST CMNTY CORP S C | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
ORCL | ORACLE CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
DAL | DELTA AIR LINES INC DEL | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
AMD | ADVANCED MICRO DEVICES... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
SNV | SYNOVUS FINL CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
GD | GENERAL DYNAMICS CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
GOLD | BARRICK GOLD CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
CHTR | CHARTER COMMUNICATIONS... | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
MPC | MARATHON PETE CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
SYY | SYSCO CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
UPS | UNITED PARCEL SERVICE INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
TCI | TRANSCONTINENTAL RLTY ... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
LOW | LOWES COS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
KMB | KIMBERLY-CLARK CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
CW | CURTISS WRIGHT CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
MSI | MOTOROLA SOLUTIONS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
COP | CONOCOPHILLIPS | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
GOOG | ALPHABET INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
FDUS | FIDUS INVT CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
KMPR | KEMPER CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
PSX | PHILLIPS 66 | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
VB | VANGUARD INDEX FDS | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
ETN | EATON CORP PLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
ENB | ENBRIDGE INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
OXY | OCCIDENTAL PETE CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
LNC | LINCOLN NATL CORP IND | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
ADP | AUTOMATIC DATA PROCESS... | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
USB | US BANCORP DEL | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
NKE | NIKE INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
MCHP | MICROCHIP TECHNOLOGY INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
ARCC | ARES CAPITAL CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
PBA | PEMBINA PIPELINE CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
EXPE | EXPEDIA GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
EOG | EOG RES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
CHT | CHUNGHWA TELECOM CO LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
AMGN | AMGEN INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
IXC | ISHARES TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
GEL | GENESIS ENERGY L P | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
EMR | EMERSON ELEC CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
MKC | MCCORMICK & CO INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
ET | ENERGY TRANSFER L P | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
ARKG | ARK ETF TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
HPQ | HP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
WMT | WALMART INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
MET | METLIFE INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
V | VISA INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
COST | COSTCO WHSL CORP NEW | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
OMC | OMNICOM GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
TEF | TELEFONICA S A | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
BP | BP PLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
TV | GRUPO TELEVISA S A B | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
XSOE | WISDOMTREE TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
EPD | ENTERPRISE PRODS PARTN... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
VIV | TELEFONICA BRASIL SA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
GPC | GENUINE PARTS CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
ERIC | ERICSSON | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
HPE | HEWLETT PACKARD ENTERP... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
GLTR | ABRDN PRECIOUS METALS ... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
KR | KROGER CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
LAND | GLADSTONE LD CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
ALL | ALLSTATE CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
UNIT | UNITI GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
C | CITIGROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
CPK | CHESAPEAKE UTILS CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
LMT | LOCKHEED MARTIN CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
CLFD | CLEARFIELD INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
CYTK | CYTOKINETICS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
BTZ | BLACKROCK CR ALLOCATIO... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
SGU | STAR GROUP L P | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
IPAR | INTER PARFUMS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
M | MACYS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
COLD | AMERICOLD RLTY TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
EGHT | 8X8 INC NEW | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
VIAC | VIACOMCBS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
KYNDRYL HLDGS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 | |
PLYM | PLYMOUTH INDL REIT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
MTRN | MATERION CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
WWE | WORLD WRESTLING ENTMT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
VTRS | VIATRIS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
IAF | ABRDN AUSTRALIA EQUITY... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
RIG | TRANSOCEAN LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
HII | HUNTINGTON INGALLS IND... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
HLF | HERBALIFE NUTRITION LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
LUMN | LUMEN TECHNOLOGIES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
CCS | CENTURY CMNTYS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
MPW | MEDICAL PPTYS TRUST INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
MBWM | MERCANTILE BK CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
F | FORD MTR CO DEL | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
VRTV | VERITIV CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
OXYWS | OCCIDENTAL PETE CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
ATUS | ALTICE USA INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
OGN | ORGANON & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
ECL | ECOLAB INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
AR | ANTERO RESOURCES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
AM | ANTERO MIDSTREAM CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
BBSI | BARRETT BUSINESS SVCS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
QNST | QUINSTREET INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
CRSR | CORSAIR GAMING INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
BHF | BRIGHTHOUSE FINL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
CDNA | CAREDX INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
CCL | CARNIVAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
SXT | SENSIENT TECHNOLOGIES ... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
HYG | ISHARES TR | 5 | 5 | 0.46% | 0.55% | 0.70% | Q4 2014 | Q4 2015 | 5 |
ATKR | ATKORE INC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 5 |
NVDA | NVIDIA CORPORATION | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
BCOR | BLUCORA INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
UEPS | NET 1 UEPS TECHNOLOGIE... | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
CONSTELLATION ENERGY CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 | |
HI | HILLENBRAND INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
WRK | WESTROCK CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
LRCX | LAM RESEARCH CORP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
ACCO | ACCO BRANDS CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
SWM | SCHWEITZER-MAUDUIT INT... | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
AMX | AMERICA MOVIL SAB DE CV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
SHELL PLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 | |
RGR | STURM RUGER & CO INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
TDOC | TELADOC HEALTH INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
SLB | SCHLUMBERGER LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
HAL | HALLIBURTON CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
APA | APA CORPORATION | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
CELLEBRITE DI LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 | |
PGX | INVESCO EXCHNG TRADED ... | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2018 | Q1 2019 | 4 |
SBAC | SBA COMMUNICATIONS COR... | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
LNT | ALLIANT ENERGY CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
CMS | CMS ENERGY CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
EXC | EXELON CORP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
SRET | GLOBAL X FDS | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
CLW | CLEARWATER PAPER CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
HUN | HUNTSMAN CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
PRGS | PROGRESS SOFTWARE CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
WARNER BROS DISCOVERY INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 | |
USCI | UNITED STS COMMODITY I... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
AMZN | AMAZON COM INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
PPG | PPG INDS INC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q4 2014 | Q2 2015 | 3 |
LIN | LINDE PLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
UNP | UNION PAC CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
GXO LOGISTICS INCORPOR... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 | |
DXC | DXC TECHNOLOGY CO | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 3 |
ASIX | ADVANSIX INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
QCOM | QUALCOMM INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
SGH | SMART GLOBAL HLDGS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
STRL | STERLING INFRASTRUCTUR... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
ABT | ABBOTT LABS | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
BR | BROADRIDGE FINL SOLUTI... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
DOW | DOW INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ANNALY CAPITAL MANAGEM... | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 | |
NLY | ANNALY CAPITAL MANAGEM... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
GSK PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 | |
GSK | GSK PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
HALEON PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 | |
MINT | PIMCO ETF TR | 2 | 2 | 1.86% | 1.96% | 2.06% | Q2 2020 | Q3 2020 | 2 |
IBDL | ISHARES TR | 2 | 2 | 1.22% | 1.27% | 1.32% | Q2 2020 | Q3 2020 | 2 |
IBDN | ISHARES TR | 2 | 2 | 0.68% | 0.70% | 0.72% | Q1 2022 | Q2 2022 | 2 |
SCHX | SCHWAB STRATEGIC TR | 2 | 2 | 0.61% | 0.62% | 0.63% | Q1 2018 | Q2 2018 | 2 |
FNDX | SCHWAB STRATEGIC TR | 2 | 2 | 0.60% | 0.61% | 0.62% | Q1 2018 | Q2 2018 | 2 |
SCHF | SCHWAB STRATEGIC TR | 2 | 2 | 0.54% | 0.55% | 0.55% | Q1 2018 | Q2 2018 | 2 |
FNDF | SCHWAB STRATEGIC TR | 2 | 2 | 0.54% | 0.54% | 0.55% | Q1 2018 | Q2 2018 | 2 |
VGT | VANGUARD WORLD FDS | 2 | 2 | 0.38% | 0.39% | 0.40% | Q1 2018 | Q2 2018 | 2 |
UCBI | UNITED CMNTY BKS BLAIR... | 1 | 1 | 0.00% | 0.29% | 0.58% | Q4 2015 | Q3 2022 | 2 |
SCHC | SCHWAB STRATEGIC TR | 2 | 2 | 0.28% | 0.28% | 0.28% | Q1 2018 | Q2 2018 | 2 |
FNDC | SCHWAB STRATEGIC TR | 2 | 2 | 0.27% | 0.27% | 0.28% | Q1 2018 | Q2 2018 | 2 |
FNDE | SCHWAB STRATEGIC TR | 2 | 2 | 0.26% | 0.27% | 0.29% | Q1 2018 | Q2 2018 | 2 |
SCHE | SCHWAB STRATEGIC TR | 2 | 2 | 0.26% | 0.27% | 0.28% | Q1 2018 | Q2 2018 | 2 |
FHLC | FIDELITY | 2 | 2 | 0.24% | 0.25% | 0.25% | Q1 2018 | Q2 2018 | 2 |
VNQI | VANGUARD INTL EQUITY I... | 2 | 2 | 0.20% | 0.20% | 0.21% | Q1 2018 | Q2 2018 | 2 |
SCHA | SCHWAB STRATEGIC TR | 2 | 2 | 0.17% | 0.17% | 0.18% | Q1 2018 | Q2 2018 | 2 |
FNDA | SCHWAB STRATEGIC TR | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2018 | Q2 2018 | 2 |
SSINQ | STAGE STORES INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2018 | 2 |
RGP | RESOURCES CONNECTION INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
MED | MEDIFAST INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
GLOBAL X FDS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 | |
FIRST TR EXCHNG TRADED... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 | |
FS CREDIT OPPORTUNITIE... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 | |
CI | CIGNA CORP NEW | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
RTX | RAYTHEON TECHNOLOGIES ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
VOO | VANGUARD INDEX FDS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SKYT | SKYWATER TECHNOLOGY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
DGRO | ISHARES TR | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
APOLLO GLOBAL MGMT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 | |
GXF | GLOBAL X FDS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
NOW | SERVICENOW INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
IQV | IQVIA HLDGS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
AVD | AMERICAN VANGUARD CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CPSI | COMPUTER PROGRAMS & SY... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CNDT | CONDUENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
VEC | V2X INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
DLX | DELUXE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
KRG | KITE RLTY GROUP TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
KELYA | KELLY SVCS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AUDC | AUDIOCODES LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
EHI | WESTERN ASSET GBL HIGH... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
QLD | PROSHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AGNC | AGNC INVT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AMERICA MOVIL SAB DE CV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 | |
PCEF | INVESCO EXCH TRADED FD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PDM | PIEDMONT OFFICE REALTY... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BCX | BLACKROCK RES & COMMOD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EXG | EATON VANCE TAX-MANAGE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CASA | CASA SYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
XHR | XENIA HOTELS & RESORTS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NCV | VIRTUS CONVERTIBLE & I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BLK | BLACKROCK INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
UGL | PROSHARES TR II | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RDSA | ROYAL DUTCH SHELL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AVDV | AMERICAN CENTY ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MDGL | MADRIGAL PHARMACEUTICA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DLR | DIGITAL RLTY TR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BKNG | BOOKING HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AKTS | AKOUSTIS TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FCNCA | FIRST CTZNS BANCSHARES... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CIT | CIT GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AOD | ABRDN TOTAL DYNAMIC DI... | 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 VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD BD INDEX FDS, are the highest-conviction holdings of Cornerstone Management, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Cornerstone Management, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Cornerstone Management, Inc. owns currently or has owned in the past.