Waldron Private Wealth LLC holdings history

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807 is the total number of securities Waldron Private Wealth LLC has owned. The longest Waldron Private Wealth LLC has owned a single stock is 40 quarters.

Waldron Private Wealth LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IWF ISHARES RUSSELL 1000 G...40408.74%17.58%27.75%Q4 2013Q3 202340
IWD ISHARES RUSSELL 1000 V...40407.12%15.52%26.56%Q4 2013Q3 202340
IWO ISHARES RUSSELL 2000 G...40401.14%3.36%8.27%Q4 2013Q3 202340
SPY SPDR S&P 500 ETF TRUST40401.54%3.11%5.74%Q4 2013Q3 202340
EFA ISHARES MSCI EAFE ETF40400.05%2.66%13.98%Q4 2013Q3 202340
SYK STRYKER CORPORATION COM40400.88%2.28%4.09%Q4 2013Q3 202340
IWV ISHARES RUSSELL 3000 ETF40400.90%2.21%5.81%Q4 2013Q3 202340
IWN ISHARES RUSSELL 2000 V...40400.92%1.72%2.35%Q4 2013Q3 202340
MSFT MICROSOFT CORP COM40400.20%0.82%1.62%Q4 2013Q3 202340
FB META PLATFORMS INC CL A40400.25%0.67%1.18%Q4 2013Q3 202340
UBSI UNITED BANKSHARES INC ...40400.12%0.61%1.40%Q4 2013Q3 202340
JNJ JOHNSON & JOHNSON COM40400.26%0.39%0.53%Q4 2013Q3 202340
PM PHILIP MORRIS INTL INC...40400.06%0.35%1.05%Q4 2013Q3 202340
XOM EXXON MOBIL CORP COM40400.12%0.34%0.98%Q4 2013Q3 202340
PANW PALO ALTO NETWORKS INC...40400.10%0.34%0.93%Q4 2013Q3 202340
JPM JPMORGAN CHASE & CO COM40400.22%0.34%0.52%Q4 2013Q3 202340
SM SM ENERGY CO COM40400.00%0.30%1.38%Q4 2013Q3 202340
PG PROCTER & GAMBLE CO COM40400.14%0.24%0.33%Q4 2013Q3 202340
V VISA INC COM CL A40400.15%0.22%0.32%Q4 2013Q3 202340
WDAY WORKDAY INC CL A40400.04%0.21%0.80%Q4 2013Q3 202340
CVX ChevronTexaco Corp40400.09%0.20%0.54%Q4 2013Q3 202340
PEP PEPSICO INC COM40400.12%0.19%0.33%Q4 2013Q3 202340
PFE PFIZER INC COM40400.10%0.18%0.28%Q4 2013Q3 202340
IYR ISHARES U.S. REAL ESTA...40400.03%0.18%0.42%Q4 2013Q3 202340
SBUX STARBUCKS CORP COM40400.07%0.17%0.42%Q4 2013Q3 202340
ADBE ADOBE SYSTEMS INCORPOR...40400.09%0.13%0.21%Q4 2013Q3 202340
WFC WELLS FARGO CO NEW COM40400.02%0.13%0.59%Q4 2013Q3 202340
GILD GILEAD SCIENCES INC COM40400.02%0.13%0.36%Q4 2013Q3 202340
ORCL ORACLE CORP COM40400.08%0.13%0.39%Q4 2013Q3 202340
TMO THERMO FISHER SCIENTIF...40400.06%0.11%0.20%Q4 2013Q3 202340
C CITIGROUP INC COM NEW40400.02%0.09%0.23%Q4 2013Q3 202340
CVS CVS HEALTH CORP COM40400.03%0.09%0.21%Q4 2013Q3 202340
TGB TASEKO MINES LTD COM40400.00%0.00%0.01%Q4 2013Q3 202340
CSCO Cisco Systems Inc3810.10%0.26%0.67%Q4 2013Q3 202339
NOW SvcNow Inc27120.08%0.12%0.16%Q4 2013Q3 202339
COP CONOCOPHILLIPS COM25140.02%0.11%0.26%Q4 2013Q3 202339
NOC NORTHROP GRUMMAN CORP COM3720.04%0.10%0.16%Q4 2013Q3 202339
SCHW THE CHARLES SCHWAB COR...29100.02%0.07%0.16%Q4 2013Q3 202339
CPB CAMPBELL SOUP CO COM24140.09%0.76%2.14%Q4 2013Q3 202338
VTI Vanguard Total Stock M...38380.09%0.28%0.76%Q2 2014Q3 202338
MO ALTRIA GROUP INC COM38380.02%0.19%0.59%Q2 2014Q3 202338
ABBV ABBVIE INC COM38380.06%0.16%0.29%Q2 2014Q3 202338
EEM iShares MSCI Emerging ...37370.11%1.11%3.71%Q4 2013Q4 202237
INTC INTEL CORP COM37370.07%0.16%0.45%Q3 2014Q3 202337
UNP UNION PACIFIC CORP COM3070.04%0.07%0.12%Q4 2013Q3 202337
VZ VERIZON COMMUNICATIONS...36360.03%0.19%0.70%Q4 2014Q3 202336
KO COCA COLA CO COM3510.09%0.17%0.44%Q2 2014Q3 202336
LLY LILLY ELI & CO COM36360.05%0.12%0.39%Q4 2014Q3 202336
WSBC WESBANCO INC COM2110.02%0.10%0.31%Q4 2013Q3 202336
PSX PHILLIPS 66 COM25110.01%0.06%0.12%Q4 2013Q3 202336
SWKS SKYWORKS SOLUTIONS INC...2970.02%0.06%0.14%Q3 2014Q3 202336
DIS Walt Disney Co The35350.04%0.16%0.38%Q1 2015Q3 202335
MMM 3M CO COM3310.03%0.08%0.14%Q2 2014Q3 202335
T AT&T INC COM34340.04%0.50%1.45%Q2 2015Q3 202334
UNH UNITEDHEALTH GROUP INC...3040.08%0.20%0.40%Q4 2014Q3 202334
BIIB BIOGEN INC COM2210.01%0.20%0.52%Q4 2013Q3 202334
RPM RPM INTL INC COM34340.07%0.18%0.39%Q4 2014Q1 202334
MET METLIFE INC COM2590.01%0.07%0.20%Q4 2013Q3 202334
MNST MONSTER BEVERAGE CORP ...34340.03%0.06%0.12%Q2 2015Q3 202334
ACWX ISHARES MSCI ACWI EX U...2530.01%0.38%1.59%Q4 2013Q1 202333
PFF iShares US Preferred S...33330.04%0.34%0.76%Q4 2013Q4 202133
MRK Merck & Co (New)33330.08%0.17%0.27%Q3 2015Q3 202333
HD HOME DEPOT INC COM33330.09%0.15%0.22%Q3 2015Q3 202333
ACN ACCENTURE PLC IRELAND ...33330.10%0.14%0.18%Q3 2015Q3 202333
PNC PNC FINL SVCS GROUP IN...33330.02%0.09%0.25%Q3 2015Q3 202333
NEE NEXTERA ENERGY INC COM33330.03%0.09%0.31%Q3 2015Q3 202333
GOOG Alphabet Inc Cl C32320.28%0.52%0.86%Q4 2015Q3 202332
GOOGL Alphabet Inc Cl A32320.20%0.36%0.53%Q4 2015Q3 202332
CMCSA COMCAST CORP NEW CL A32320.13%0.29%0.60%Q4 2015Q3 202332
HON HONEYWELL INTL INC COM2570.06%0.21%0.64%Q3 2015Q3 202332
RCI ROGERS COMMUNICATIONS ...32320.04%0.18%0.42%Q4 2015Q3 202332
MDLZ MONDELEZ INTL INC CL A21110.04%0.08%0.18%Q3 2015Q3 202332
LBTYK LIBERTY GLOBAL PLC SHS...32320.02%0.08%0.26%Q4 2015Q3 202332
NKE NIKE INC CL B32320.03%0.07%0.13%Q4 2015Q3 202332
TSCO TRACTOR SUPPLY CO COM2010.02%0.05%0.14%Q4 2013Q3 202332
VYM Vanguard H/Y ETF31310.07%1.67%4.19%Q1 2016Q3 202331
AAPL APPLE INC COM2810.83%1.48%2.32%Q4 2013Q3 202331
AMZN AMAZON COM INC COM2810.15%0.83%1.44%Q4 2013Q3 202331
RWO SPDR DOW JONES GLOBAL ...2830.22%0.81%2.55%Q4 2014Q3 202331
BRKA BERKSHIRE HATHAWAY INC...2810.03%0.28%1.37%Q4 2013Q3 202331
LBRDK Liberty Broadband - Ser C31310.02%0.06%0.11%Q1 2016Q3 202331
ROGERS COMMUNICATIONS ...31310.01%0.04%0.09%Q1 2016Q3 202331
VXUS Vanguard Total Intl St...30300.04%0.14%0.55%Q2 2016Q3 202330
GE GENERAL ELECTRIC CO COM17130.01%0.13%0.40%Q4 2013Q2 202130
ABT ABBOTT LABS COM2810.09%0.13%0.17%Q2 2014Q3 202330
XLE ENERGY SELECT SECTOR S...1280.04%0.11%0.25%Q4 2014Q3 202330
IBM Intl Business Machines...2420.04%0.08%0.18%Q3 2015Q3 202330
VTV VANGUARD VALUE INDEX FUND2810.06%3.89%8.28%Q3 2015Q3 202329
LSXMA Liberty SiriusXM Group29290.01%0.11%0.33%Q2 2016Q2 202329
USB U.S. Bancorp New1910.02%0.08%0.41%Q3 2015Q3 202329
BMY BRISTOL-MYERS SQUIBB C...2010.03%0.07%0.12%Q3 2015Q3 202329
CERN CERNER CORP COM1210.01%0.06%0.14%Q4 2013Q1 202229
KHC Kraft Heinz Co Com Stk1410.01%0.06%0.14%Q3 2015Q3 202329
CWB SPDR BLOOMBERG CONVERT...28280.08%0.83%1.98%Q4 2016Q3 202328
BRKB BERKSHIRE HATHAWAY INC...28280.33%0.62%0.86%Q4 2016Q3 202328
STBA S & T BANCORP INC COM28280.03%0.41%1.29%Q4 2016Q3 202328
CBFV CB FINL SVCS INC COM28280.06%0.23%0.64%Q4 2016Q3 202328
WMT Wal-Mart Stores Inc2410.07%0.19%0.36%Q3 2015Q3 202328
MA MASTERCARD INCORPORATE...2710.08%0.15%0.21%Q1 2016Q3 202328
BA Boeing Co/The28280.04%0.08%0.14%Q4 2016Q3 202328
BAC BK OF AMERICA CORP COM28280.04%0.08%0.16%Q4 2016Q3 202328
GS GOLDMAN SACHS GROUP IN...1410.02%0.07%0.21%Q4 2013Q3 202328
TJX TJX COS INC NEW COM28280.04%0.07%0.11%Q4 2016Q3 202328
TGT Target Inc1410.01%0.07%0.15%Q1 2014Q3 202328
BLK BLACKROCK INC COM28280.03%0.06%0.11%Q4 2016Q3 202328
FNCB FNCB BANCORP INC COM28280.01%0.02%0.06%Q4 2016Q3 202328
VUG VANGUARD GROWTH INDEX ...27270.05%3.01%5.60%Q1 2017Q3 202327
VT VANGUARD TOTAL WORLD S...27270.05%0.90%2.69%Q1 2017Q3 202327
PYPL PayPal Holdings Inc2610.03%0.09%0.17%Q3 2015Q3 202327
VV VANGUARD LARGE-CAP IND...27270.04%0.05%0.08%Q1 2017Q3 202327
BDX BECTON DICKINSON & CO COM27270.02%0.05%0.10%Q1 2017Q3 202327
MDT MEDTRONIC PLC SHS2510.02%0.05%0.13%Q4 2015Q3 202327
PPG PPG INDS INC COM1210.01%0.05%0.14%Q4 2013Q3 202327
IVV ISHARES CORE S&P 500 ETF2510.12%0.63%1.28%Q2 2016Q3 202326
IJH ISHARES S&P MIDCAP FUND2510.12%0.58%1.16%Q1 2017Q3 202326
IJR ISHARES S&P SMALL-CAP ...2510.10%0.20%0.62%Q1 2017Q3 202326
DISCK DISCOVERY INC COM SER C26260.01%0.06%0.15%Q4 2015Q1 202226
PARADIGM OIL & GAS INC...1410.00%0.00%0.00%Q3 2014Q1 202326
DJP iPath Dow Jones-AIG Co...25250.05%2.66%5.09%Q4 2013Q4 201925
VEA Vanguard FTSE Develope...2410.06%1.27%2.26%Q1 2017Q3 202325
MDY SPDR S&P MIDCAP 400 ET...25250.23%0.92%1.91%Q3 2017Q3 202325
STL STERLING BANCORP DEL COM25250.02%0.18%0.35%Q4 2014Q4 202025
NFLX NETFLIX INC COM25250.04%0.10%0.16%Q3 2017Q3 202325
LOW LOWES COS INC COM2410.05%0.09%0.13%Q1 2017Q3 202325
ITW Illinois Tool Works Inc25250.06%0.09%0.11%Q3 2017Q3 202325
DHR DANAHER CORPORATION COM2010.02%0.06%0.10%Q3 2015Q3 202325
CB Chubb LTD1060.02%0.05%0.08%Q1 2016Q3 202325
APD Air Products & Chemica...1410.02%0.03%0.07%Q1 2017Q3 202325
VWO Vanguard FTSE Emg Mkts24240.06%0.73%1.58%Q4 2017Q3 202324
IWB ISHARES RUSSELL 1000 ETF24240.08%0.16%0.24%Q4 2017Q3 202324
VGT VANGUARD INFORMATION T...2220.04%0.14%0.22%Q4 2015Q3 202324
AON AON PLC SHS CL A1770.05%0.09%0.14%Q4 2013Q4 201924
IWM ISHARES RUSSELL 2000 ETF24240.04%0.09%0.20%Q4 2017Q3 202324
CAT CATERPILLAR INC DEL COM1950.03%0.08%0.16%Q3 2015Q3 202324
ECL ECOLAB INC COM2040.02%0.05%0.16%Q4 2013Q3 202324
BAX BAXTER INTL INC COM24240.01%0.04%0.09%Q1 2017Q4 202224
FCF FIRST COMWLTH FINL COR...23230.01%1.67%4.85%Q1 2018Q3 202323
ZTS ZOETIS INC CL A2120.04%0.25%0.52%Q4 2015Q3 202323
MCD MCDONALDS CORP COM2110.05%0.16%0.23%Q2 2016Q3 202323
CELG CELGENE CORP COM2030.02%0.14%0.26%Q4 2013Q3 201923
UTX UNITED TECHNOLOGIES CO...23230.10%0.13%0.18%Q2 2014Q4 201923
SLB SCHLUMBERGER LTD COM STK1110.02%0.09%0.14%Q1 2016Q3 202323
BKNG BOOKING HOLDINGS INC COM23230.04%0.07%0.16%Q1 2018Q3 202323
TXN Texas Instruments Inc1910.02%0.04%0.11%Q3 2015Q3 202323
QRTEA Qurate Retail Inc QVC ...23230.00%0.03%0.14%Q1 2018Q3 202323
SIRI SIRIUS XM HOLDINGS INC...2210.01%0.03%0.06%Q1 2017Q3 202323
VNQ VANGUARD REAL ESTATE ETF22220.08%0.46%1.35%Q2 2018Q3 202322
QCOM QUALCOMM INC COM2110.04%0.22%0.40%Q4 2013Q3 202322
CNAF COMMERICAL NATL FINL C...2110.05%0.19%0.52%Q1 2018Q3 202322
EQT EQT CORPORATION COM1660.02%0.09%0.18%Q3 2016Q3 202322
UNM UNUM GROUP COM2020.02%0.09%0.14%Q4 2013Q2 201922
EMR EMERSON ELEC CO COM22220.03%0.06%0.12%Q2 2018Q3 202322
COST COSTCO WHSL CORP NEW COM2010.03%0.06%0.12%Q1 2015Q3 202322
ATVI ACTIVISION BLIZZARD IN...1750.02%0.05%0.09%Q3 2017Q3 202322
SYY SYSCO CORP COM2110.03%0.04%0.08%Q4 2015Q3 202322
HBAN HUNTINGTON BANCSHARES ...2110.01%0.02%0.05%Q1 2018Q3 202322
VBR Vanguard Small Cap Vipers2010.13%1.62%2.62%Q2 2016Q3 202321
RSTK United Bankshares...21210.18%0.52%0.69%Q4 2013Q4 201821
ODP Office Depot Inc21210.08%0.41%0.83%Q4 2013Q4 201821
AMGN AMGEN INC COM2010.03%0.24%0.45%Q1 2017Q3 202321
XLF FINANCIAL SELECT SECTO...2010.05%0.12%0.22%Q4 2015Q3 202321
SUN SUNOCO LP/SUNOCO FIN C...2010.04%0.10%0.13%Q1 2017Q3 202321
VRTX VERTEX PHARMACEUTICALS...21210.06%0.10%0.14%Q3 2018Q3 202321
GM Gen Motors Co1470.01%0.09%0.16%Q4 2013Q2 202321
DVY ISHARES SELECT DIVIDEN...1910.03%0.08%0.11%Q1 2016Q3 202321
OKTA OKTA INC CL A1830.01%0.05%0.11%Q1 2018Q3 202321
ADP AUTOMATIC DATA PROCESS...21210.03%0.04%0.06%Q3 2018Q3 202321
SDY SPDR S&P DIVIDEND ETF1020.02%0.04%0.06%Q3 2017Q3 202321
NRG NRG ENERGY INC COM NEW21210.02%0.03%0.06%Q3 2018Q3 202321
PTOI PLASTIC2OIL INC COM21210.00%0.00%0.00%Q3 2017Q3 202221
VBK Vanguard Small-Cap Grw...20200.63%1.59%2.74%Q4 2018Q3 202320
MUB ISHARES NATIONAL MUNI ...20200.29%1.13%3.75%Q4 2018Q3 202320
VONG VANGUARD RUSSELL 1000 ...20200.67%1.04%2.11%Q4 2018Q3 202320
IGF ISHARES GLOBAL INFRAST...20200.61%0.98%1.85%Q4 2018Q3 202320
VONV VANGUARD RUSSELL 1000 ...20200.60%0.88%1.34%Q4 2018Q3 202320
IEMG Ishares Core Msci Emer...1640.08%0.58%1.50%Q3 2015Q3 202320
VOO VANGUARD S&P 500 ETF20200.06%0.43%0.92%Q4 2018Q3 202320
NVDA NVIDIA CORPORATION COM1710.02%0.18%0.47%Q2 2018Q3 202320
AMLP ALERIAN MLP ETF1820.02%0.16%0.31%Q4 2014Q1 202020
VTWG VANGUARD RUSSELL 2000 ...20200.04%0.15%0.29%Q4 2018Q3 202320
XLI INDUSTRIAL SELECT SECT...20200.03%0.14%0.34%Q4 2018Q3 202320
SONY SONY GROUP CORP SPONSO...1910.02%0.07%0.26%Q1 2017Q3 202320
UPS UPS20200.02%0.06%0.08%Q4 2018Q3 202320
FDX FEDEX CORP COM1310.02%0.05%0.10%Q1 2018Q3 202320
CI THE CIGNA GROUP COM20200.03%0.04%0.06%Q4 2018Q3 202320
AXP AMERICAN EXPRESS CO COM1310.02%0.04%0.06%Q1 2017Q3 202320
AVGO BROADCOM INC COM20200.02%0.04%0.08%Q4 2018Q3 202320
TTC TORO CO COM20200.01%0.03%0.04%Q4 2018Q3 202320
D Dominion Resources Inc...1910.01%0.02%0.06%Q1 2017Q2 202320
ACWI ISHARES MSCI ACWI INDE...19190.03%0.83%1.26%Q1 2019Q3 202319
MSA MSA SAFETY INC COM19190.33%0.52%0.69%Q1 2019Q3 202319
BE BLOOM ENERGY CORP COM ...19190.01%0.05%0.13%Q1 2019Q3 202319
XLY Consumer Disc Select S...1410.02%0.04%0.15%Q4 2015Q3 202319
KMB KIMBERLY-CLARK CORP COM1710.02%0.02%0.06%Q1 2017Q3 202319
BK Bank of NY Mellon Corp...1630.01%0.02%0.04%Q3 2018Q3 202319
IXUS iShares Core Total Int...1350.02%1.39%8.31%Q4 2018Q3 202318
BX BLACKSTONE INC COM18180.19%0.25%0.34%Q2 2019Q3 202318
VIS VANGUARD INDUSTRIALS I...1420.02%0.13%0.27%Q4 2015Q3 202318
VDE VANGUARD ENERGY INDEX ...1710.03%0.11%0.20%Q4 2015Q1 202318
UL UNILEVER PLC SPON ADR NEW1710.05%0.11%0.34%Q4 2015Q3 202318
EBAY EBAY INC. COM710.01%0.07%0.17%Q4 2013Q3 202318
ADI ANALOG DEVICES INC COM990.02%0.05%0.09%Q4 2016Q3 202318
SHW SHERWIN WILLIAMS CO COM1410.02%0.04%0.13%Q4 2014Q3 202318
SPGI S&P GLOBAL INC COM1710.02%0.03%0.04%Q1 2019Q3 202318
TRV Travelers Cos Inc1350.02%0.03%0.04%Q4 2018Q3 202318
SO SOUTHERN CO COM1410.01%0.02%0.05%Q1 2017Q3 202318
QSR RESTAURANT BRANDS INTL...1440.01%0.02%0.03%Q1 2019Q3 202318
CBU COMMUNITY BK SYS INC COM17170.50%2.14%4.12%Q3 2019Q3 202317
SCHB SCHWAB U.S. BROAD MARK...17170.35%0.58%1.42%Q3 2019Q3 202317
PGR PROGRESSIVE CORP OHIO COM17170.10%0.21%0.36%Q3 2019Q3 202317
PCLN Priceline Group Inc17170.12%0.17%0.31%Q4 2013Q4 201717
WM WASTE MGMT INC DEL COM17170.10%0.12%0.20%Q3 2019Q3 202317
MTB M & T BK CORP COM17170.05%0.11%0.28%Q3 2019Q3 202317
ADS BREAD FINANCIAL HOLDIN...810.01%0.09%0.21%Q4 2013Q1 202217
NSC NORFOLK SOUTHN CORP COM17170.05%0.08%0.10%Q3 2019Q3 202317
CRM SALESFORCE INC COM17170.03%0.07%0.10%Q3 2019Q3 202317
CE CELANESE CORP DEL COM17170.03%0.06%0.20%Q3 2019Q3 202317
LSXMK LIBERTY MEDIA CORP DEL...17170.02%0.05%0.07%Q1 2019Q1 202317
MCO MOODYS CORP COM17170.04%0.05%0.06%Q3 2019Q3 202317
AROW ARROW FINL CORP COM17170.02%0.04%0.07%Q3 2019Q3 202317
LMT LOCKHEED MARTIN CORP COM1410.02%0.03%0.07%Q1 2017Q3 202317
DD DUPONT DE NEMOURS INC COM1520.01%0.03%0.04%Q2 2019Q3 202317
PRGBD PROTEA BIOSCIENCES GRO...1410.00%0.00%0.00%Q3 2017Q1 202317
PWRM Pwr 3 Med Products Inc17170.00%0.00%0.00%Q4 2017Q4 202117
EFAV ISHARES MSCI EAFE MIN ...16160.03%1.79%4.70%Q4 2019Q3 202316
BND VANGUARD TOTAL BOND MA...1310.04%0.81%2.59%Q1 2016Q1 202116
IEFA ISHARES CORE MSCI EAFE...1510.14%0.55%0.83%Q2 2016Q3 202316
XLV Health Care Slct Secto...1510.12%0.25%0.31%Q4 2015Q3 202316
VB VANGUARD SMALL-CAP IND...1150.01%0.17%0.29%Q4 2018Q3 202316
VO VANGUARD MID-CAP INDEX...1240.03%0.07%0.09%Q4 2017Q3 202316
KEY KEYCORP NEW COM16160.02%0.04%0.07%Q1 2019Q4 202216
NUE NUCOR CORP COM1420.02%0.04%0.07%Q3 2019Q3 202316
AZO AUTOZONE INC COM1310.02%0.03%0.05%Q4 2018Q3 202316
IWR ISHARES RUSSELL MIDCAP...16160.02%0.03%0.04%Q4 2019Q3 202316
ANSS ANSYS INC COM16160.02%0.03%0.03%Q4 2019Q3 202316
PFG PRINCIPAL FINL GROUP I...1420.02%0.02%0.04%Q3 2019Q3 202316
VNQI VANGUARD GLOBAL EX-U.S...15150.08%0.40%1.13%Q1 2020Q3 202315
XLK TECHNOLOGY SELECT SECT...15150.29%0.34%0.41%Q1 2020Q3 202315
XTL SPDR S&P TELECOM ETF15150.18%0.26%0.32%Q1 2020Q3 202315
XLP CONSUMER STAPLES SELEC...15150.09%0.17%0.33%Q1 2020Q3 202315
XLU UTILITIES SELECT SECTO...15150.14%0.17%0.24%Q1 2020Q3 202315
AGG ISHARES CORE U.S. AGGR...15150.02%0.10%0.25%Q1 2020Q3 202315
AME AMETEK INC COM15150.05%0.07%0.11%Q1 2020Q3 202315
VHT VANGUARD HEALTH CARE I...15150.01%0.06%0.08%Q1 2020Q3 202315
VFH VANGUARD FINANCIALS IN...1320.03%0.06%0.29%Q2 2018Q1 202315
RTN RAYTHEON TECHNOLOGIES ...1210.03%0.05%0.09%Q3 2015Q2 202015
AON AON PLC SHS CL A15150.04%0.04%0.05%Q1 2020Q3 202315
QQQ INVESCO QQQ TRUST SERI...1320.02%0.04%0.08%Q1 2019Q3 202315
SCHX SCHWAB U.S. LARGE-CAP ETF960.02%0.03%0.09%Q4 2017Q3 202115
DG DOLLAR GEN CORP NEW COM15150.02%0.03%0.04%Q3 2019Q1 202315
FAST FASTENAL CO COM15150.02%0.03%0.04%Q3 2019Q1 202315
ANTM ELEVANCE HEALTH INC COM1320.02%0.02%0.03%Q4 2018Q3 202315
FISV FISERV INC COM1310.02%0.02%0.03%Q1 2019Q3 202315
DIA SPDR DOW JONES INDUSTR...1320.01%0.01%0.02%Q3 2019Q3 202315
PRGB PROTEA BIOSCIENCES GRO...1230.00%0.00%0.01%Q3 2014Q3 201915
ALRM Alarm.com Holdings Inc770.07%0.36%0.63%Q4 2016Q2 202014
TSLA TESLA INC COM14140.04%0.17%0.27%Q2 2020Q3 202314
ROK Rockwell Automation Inc14140.09%0.11%0.16%Q4 2013Q1 201714
TWX Time Warner Inc860.05%0.09%0.14%Q4 2013Q1 201814
TFC TRUIST FINL CORP COM14140.02%0.08%0.12%Q4 2019Q1 202314
KRE SPDR S&P REGIONAL BANK...1110.04%0.08%0.10%Q4 2015Q2 202314
CLX CLOROX CO DEL COM14140.03%0.06%0.13%Q4 2019Q1 202314
SPYG SPDR PORTFOLIO S&P 500...14140.03%0.06%0.11%Q2 2020Q3 202314
VDC VANGUARD CONSUMER STAP...14140.04%0.06%0.09%Q4 2017Q1 202114
AMLP ALERIAN MLP ETF14140.03%0.05%0.08%Q2 2020Q3 202314
TDS Telephone & Data Syste...910.01%0.05%0.08%Q1 2016Q3 202314
SPYV SPDR PORTFOLIO S&P 500...14140.04%0.04%0.05%Q2 2020Q3 202314
AMD ADVANCED MICRO DEVICES...14140.02%0.04%0.05%Q2 2020Q3 202314
SLYV SPDR S&P 600 SMALL CAP...14140.03%0.03%0.05%Q2 2020Q3 202314
SLYG SPDR S&P 600 SMALL CAP...14140.02%0.03%0.04%Q2 2020Q3 202314
LULU LULULEMON ATHLETICA IN...14140.01%0.03%0.05%Q2 2020Q3 202314
CL COLGATE PALMOLIVE CO COM910.01%0.03%0.06%Q1 2017Q3 202314
ITOT ISHARES CORE S&P TOTAL...14140.02%0.02%0.03%Q2 2020Q3 202314
LBRDA LIBERTY BROADBAND CORP...14140.01%0.02%0.03%Q1 2019Q2 202214
NVR NVR INC COM14140.02%0.02%0.02%Q2 2020Q3 202314
EW EDWARDS LIFESCIENCES C...1310.02%0.02%0.02%Q4 2019Q3 202314
NFG NATIONAL FUEL GAS CO N...1130.01%0.02%0.04%Q2 2019Q3 202314
AVY AVERY DENNISON CORP COM1310.01%0.02%0.02%Q4 2019Q3 202314
JERICHO OIL CORP COM14140.00%0.00%0.01%Q4 2017Q1 202114
LLOYDS BANKING GROUP P...14140.00%0.00%0.00%Q2 2018Q3 202114
WGATQ Worldgate Communicatio...14140.00%0.00%0.00%Q3 2014Q4 201714
REET ISHARES GLOBAL REIT ETF13130.41%0.53%0.77%Q3 2020Q3 202313
MANH Manhattan Association1210.11%0.18%0.23%Q4 2013Q1 201713
EPD Enterprise Products Pt...510.01%0.14%0.97%Q4 2015Q3 202313
P Pandora Media Inc.1210.04%0.13%0.26%Q4 2013Q1 201713
MMP Magellan Midstream Ptn...310.05%0.11%0.26%Q1 2014Q2 201813
HSIC Henry Schein Inc.1210.07%0.10%0.12%Q4 2013Q1 201713
REGN Regeneron Pharmaceutic...1030.01%0.10%0.17%Q4 2014Q3 202313
RTX RTX CORPORATION COM13130.07%0.08%0.10%Q3 2020Q3 202313
OEF ISHARES S&P 100 ETF13130.01%0.07%0.12%Q3 2020Q3 202313
GLW CORNING INC COM1010.01%0.07%0.10%Q3 2015Q1 202313
VCR VANGUARD CONSUMER DISC...13130.04%0.06%0.07%Q1 2020Q1 202313
TSM TAIWAN SEMICONDUCTOR M...13130.02%0.04%0.07%Q3 2020Q3 202313
LIN LINDE PLC SHS850.01%0.03%0.04%Q3 2019Q4 202213
LNC LINCOLN NATL CORP IND COM940.01%0.02%0.03%Q1 2019Q4 202213
TT TRANE TECHNOLOGIES PLC...13130.02%0.02%0.02%Q3 2020Q3 202313
F FORD MTR CO DEL COM710.01%0.02%0.03%Q4 2017Q3 202313
LGFA LIONS GATE ENTMNT CORP...13130.01%0.01%0.02%Q4 2019Q4 202213
LNKD LinkedIn Corp12120.11%0.23%0.43%Q4 2013Q3 201612
SXL Sunoco Logistics Partn...810.08%0.11%0.18%Q4 2013Q1 201712
WBA Walgreens Boots Allian...710.03%0.08%0.11%Q4 2014Q4 201812
DE DEERE & CO COM12120.04%0.05%0.05%Q4 2020Q3 202312
EOG EOG Resources Inc710.01%0.04%0.11%Q1 2015Q3 202312
ADM ARCHER DANIELS MIDLAND...12120.03%0.04%0.05%Q2 2020Q1 202312
MS MORGAN STANLEY COM NEW12120.02%0.03%0.04%Q4 2020Q3 202312
CFG CITIZENS FINL GROUP IN...12120.02%0.02%0.03%Q2 2020Q1 202312
KBE SPDR S&P BANK ETF12120.02%0.02%0.03%Q4 2020Q3 202312
A AGILENT TECHNOLOGIES I...12120.02%0.02%0.02%Q4 2020Q3 202312
GPN GLOBAL PMTS INC COM530.01%0.02%0.02%Q2 2019Q4 202212
EL LAUDER ESTEE COS INC CL A12120.01%0.02%0.02%Q4 2020Q3 202312
TYL TYLER TECHNOLOGIES INC...610.01%0.02%0.04%Q3 2018Q3 202312
IQV IQVIA HLDGS INC COM12120.01%0.02%0.02%Q4 2020Q3 202312
ENTG ENTEGRIS INC COM12120.01%0.01%0.02%Q4 2020Q3 202312
FLOOF FLOWER ONE HOLDINGS IN...750.00%0.01%0.04%Q2 2019Q2 202212
EFV ISHARES MSCI EAFE VALU...830.01%0.31%0.60%Q4 2016Q3 202311
IVE ISHARES S&P 500 VALUE ETF920.07%0.27%1.16%Q1 2019Q3 202311
VIAB Viacom Inc11110.08%0.11%0.16%Q4 2013Q2 201611
INTU INTUIT COM1010.02%0.04%0.05%Q3 2020Q3 202311
GLD SPDR Gold Trust ETF810.01%0.04%0.10%Q1 2014Q2 202211
ORLY O REILLY AUTOMOTIVE IN...920.02%0.03%0.06%Q4 2018Q3 202311
AMAT APPLIED MATLS INC COM11110.01%0.03%0.05%Q1 2021Q3 202311
ISRG INTUITIVE SURGICAL INC...1010.02%0.03%0.04%Q4 2019Q3 202311
STZ CONSTELLATION BRANDS I...11110.01%0.02%0.02%Q1 2021Q3 202311
LRCX LAM RESEARCH CORP COM11110.01%0.02%0.02%Q1 2021Q3 202311
ICE INTERCONTINENTAL EXCHA...11110.01%0.02%0.02%Q1 2021Q3 202311
MJMJ MARYJANE GROUP INC COM11110.00%0.00%0.00%Q3 2020Q1 202311
AEGY Alternative Energy Ptn...11110.00%0.00%0.00%Q2 2015Q4 201711
JNK SPDR BLOOMBERG BARCLAY...710.13%0.27%0.45%Q4 2013Q1 201910
XRT SPDR S&P RETAIL ETF10100.06%0.14%0.17%Q2 2021Q3 202310
ABNB AIRBNB INC COM CL A10100.10%0.14%0.19%Q2 2021Q3 202310
PZZA Papa Johns Intl Inc810.07%0.11%0.12%Q1 2014Q1 201710
BTI British Am. Tobacco PLC10100.04%0.09%0.19%Q3 2017Q4 201910
COL Rockwell Collins Inc10100.08%0.09%0.10%Q4 2014Q1 201710
HAL HALLIBURTON CO COM820.04%0.08%0.14%Q2 2014Q3 202310
CMI CUMMINS INC COM520.01%0.06%0.17%Q4 2013Q3 202310
IJT ISHARES S&P SMALL-CAP ...910.04%0.06%0.12%Q2 2016Q3 202310
ICF ISHARES COHEN & STEERS...10100.03%0.04%0.05%Q2 2021Q3 202310
CME CME GROUP INC COM910.02%0.03%0.12%Q1 2014Q3 202310
WAB WABTEC COM10100.01%0.03%0.07%Q2 2021Q3 202310
CARR CARRIER GLOBAL CORPORA...10100.01%0.02%0.02%Q2 2021Q3 202310
DFS DISCOVER FINL SVCS COM10100.01%0.02%0.02%Q2 2021Q3 202310
MATW MATTHEWS INTL CORP CL A730.01%0.02%0.02%Q4 2020Q3 202310
CLDR CLOUDERA INC COM10100.01%0.01%0.04%Q3 2018Q4 202010
AZRX AZURRX BIOPHARMA INC COM10100.00%0.01%0.02%Q1 2019Q2 202110
VODAFONE GROUP PLC SHS...10100.00%0.00%0.00%Q2 2020Q3 202210
HEB HEMISPHERX BIOPHARMA I...10100.00%0.00%0.00%Q4 2016Q1 201910
OSTO ORIGINAL SIXTEEN TO ON...10100.00%0.00%0.00%Q2 2021Q3 202310
Apple Inc721.01%1.29%1.49%Q2 2014Q3 20169
VTIP VANGUARD SHORT-TERM IN...990.01%0.70%1.76%Q3 2021Q3 20239
JPST JPMORGAN ULTRA-SHORT I...990.08%0.57%2.24%Q3 2021Q3 20239
Amazon.com Inc720.17%0.26%0.39%Q2 2014Q3 20169
BB&T Corp720.16%0.21%0.26%Q2 2014Q3 20169
QRTEA Liberty Interactive Co...990.12%0.18%0.24%Q4 2015Q4 20179
IWY ISHARES RUSSELL TOP 20...990.06%0.14%0.20%Q3 2021Q3 20239
TRGP Targa Resources Corp810.06%0.13%0.57%Q1 2017Q3 20239
TIF Tiffany & Co990.08%0.11%0.12%Q4 2013Q4 20159
SCZ ISHARES MSCI EAFE SMAL...990.05%0.07%0.11%Q3 2021Q3 20239
IWX ISHARES RUSSELL TOP 20...990.06%0.06%0.07%Q3 2021Q3 20239
IJS ISHARES S&P SMALL-CAP ...990.04%0.06%0.10%Q3 2021Q3 20239
CMD CANTEL MEDICAL CORP COM810.03%0.05%0.07%Q1 2017Q2 20199
RDSB ROYAL DUTCH SHELL PLC ...710.02%0.05%0.06%Q1 2017Q2 20219
TMP TOMPKINS FINL CORP COM810.03%0.04%0.05%Q2 2021Q3 20239
IJJ ISHARES S&P MID-CAP 40...990.01%0.04%0.07%Q3 2021Q3 20239
ED CONSOLIDATED EDISON IN...630.01%0.03%0.08%Q4 2018Q2 20239
SVMK SVMK INC COM990.02%0.03%0.05%Q1 2019Q1 20219
GLIBA GCI LIBERTY INC COM CL...710.02%0.03%0.05%Q1 2018Q3 20209
APH AMPHENOL CORP NEW CL A990.02%0.03%0.05%Q3 2021Q3 20239
CDW CDW CORP COM990.01%0.02%0.04%Q3 2021Q3 20239
LBAI LAKELAND BANCORP INC COM810.02%0.02%0.03%Q2 2021Q3 20239
GENERAL ELECTRIC CO CO...990.01%0.02%0.04%Q3 2021Q3 20239
MSI MOTOROLA SOLUTIONS INC...990.02%0.02%0.02%Q3 2021Q3 20239
MUR MURPHY OIL CORP COM990.01%0.02%0.02%Q3 2021Q3 20239
CCL CARNIVAL CORP PAIRED CTF540.00%0.02%0.04%Q1 2019Q3 20239
CHTR CHARTER COMMUNICATIONS...810.01%0.02%0.02%Q3 2020Q3 20239
PCAR PACCAR INC COM810.01%0.02%0.02%Q4 2020Q3 20239
CTVA CORTEVA INC COM990.01%0.02%0.02%Q3 2021Q3 20239
AWK AMERICAN WTR WKS CO IN...990.01%0.02%0.02%Q3 2021Q3 20239
YUM YUM BRANDS INC COM990.01%0.01%0.02%Q3 2021Q3 20239
AMP AMERIPRISE FINL INC COM990.01%0.01%0.01%Q3 2021Q3 20239
CTSH COGNIZANT TECHNOLOGY S...990.01%0.01%0.02%Q3 2021Q3 20239
GENN GENESIS HEALTHCARE INC...990.00%0.00%0.00%Q4 2018Q4 20209
JS GLOBAL LIFESTYLE CO...720.00%0.00%0.00%Q2 2021Q3 20239
TTRIF Thermal Tech Technologies990.00%0.00%0.00%Q1 2015Q1 20179
Berkshire Hathaway Inc...620.81%0.99%1.43%Q2 2014Q3 20168
DM DESKTOP METAL INC COM ...880.00%0.20%1.10%Q4 2021Q3 20238
GOOGL Google Inc Cl A880.12%0.20%0.36%Q4 2013Q3 20158
VLO VALERO ENERGY CORP COM710.02%0.12%0.16%Q3 2015Q2 20218
Abbott Laboratories710.09%0.11%0.13%Q3 2014Q3 20168
ESRX Express Scripts Holdin...510.05%0.09%0.12%Q2 2014Q1 20178
IPG Interpublic Group of C...620.06%0.09%0.12%Q1 2014Q3 20178
AOA iShares Core Aggr Allo...880.08%0.08%0.09%Q4 2014Q3 20168
TMUS T-MOBILE US INC COM880.05%0.06%0.08%Q4 2021Q3 20238
ZBH ZIMMER BIOMET HOLDINGS...880.05%0.06%0.07%Q4 2021Q3 20238
PXD PIONEER NAT RES CO COM880.03%0.06%0.08%Q4 2021Q3 20238
GSK GLAXOSMITHKLINE PLC SP...710.03%0.04%0.06%Q3 2017Q4 20198
HRB H&R Block Inc610.01%0.03%0.10%Q1 2014Q3 20238
RBLX ROBLOX CORP CL A880.02%0.03%0.04%Q2 2021Q1 20238
IJK ISHARES S&P MID-CAP 40...880.01%0.02%0.05%Q4 2021Q3 20238
CSX CSX CORP COM410.01%0.02%0.05%Q1 2017Q3 20238
RONIU RICE ACQUISITION CORP ...880.01%0.02%0.02%Q2 2021Q1 20238
LYFT LYFT INC CL A COM620.01%0.02%0.02%Q3 2019Q1 20228
MCK MCKESSON CORP COM880.01%0.02%0.02%Q4 2021Q3 20238
DUK DUKE ENERGY CORP NEW C...710.01%0.02%0.02%Q3 2019Q3 20238
MRO MARATHON OIL CORP COM510.01%0.01%0.02%Q1 2019Q3 20238
DXCM DEXCOM INC COM410.01%0.01%0.02%Q2 2020Q2 20238
PNFP PINNACLE FINL PARTNERS...510.01%0.01%0.02%Q4 2019Q4 20228
DTD WISDOMTREE U.S. TOTAL ...880.01%0.01%0.01%Q3 2021Q2 20238
NBSE NEUBASE THERAPEUTICS I...880.00%0.00%0.01%Q2 2021Q1 20238
NATWEST GROUP PLC SHS880.00%0.00%0.00%Q3 2020Q2 20228
USMJ NORTH AMERN CANNABIS H...880.00%0.00%0.00%Q2 2021Q1 20238
Berkshire Hathaway Inc...770.39%0.58%1.30%Q1 2015Q3 20167
RAI Reynolds Am. Inc (Acq ...770.34%0.39%0.44%Q4 2015Q2 20177
LINEQ Linn Energy LLC770.03%0.24%0.54%Q1 2014Q3 20157
CP CANADIAN PAC RY LTD COM610.02%0.14%0.22%Q4 2013Q2 20217
DWDP DOWDUPONT INC COM770.08%0.13%0.19%Q3 2017Q1 20197
DD EI du Pont de Nemours ...770.09%0.13%0.15%Q3 2015Q1 20177
DCP DCP MIDSTREAM LP COM U...610.02%0.13%0.66%Q1 2017Q2 20207
DOW Dow Chemical Co770.10%0.11%0.15%Q4 2015Q2 20177
PII Polaris Industries Inc770.09%0.10%0.11%Q4 2013Q2 20157
VGR Vector Group Ltd410.05%0.08%0.16%Q4 2015Q4 20177
OXY Occidental Petroleum Corp310.01%0.08%0.14%Q1 2014Q1 20237
AMT American Tower Corp610.06%0.08%0.09%Q1 2017Q4 20187
JCI JOHNSON CTLS INTL PLC SHS510.04%0.06%0.09%Q3 2016Q1 20237
YETI YETI Holdings Inc610.01%0.04%0.06%Q4 2018Q1 20227
VTWO VANGUARD RUSSELL 2000 ETF770.02%0.04%0.05%Q4 2020Q2 20227
XOP SPDR S&P OIL & GAS EXP...770.02%0.03%0.04%Q1 2022Q3 20237
IEZ ISHARES U.S. OIL EQUIP...770.02%0.03%0.03%Q1 2022Q3 20237
GIS GENERAL MLS INC COM510.01%0.03%0.10%Q1 2017Q3 20237
AEM AGNICO EAGLE MINES LTD...770.02%0.02%0.03%Q1 2022Q3 20237
MPC MARATHON PETE CORP COM770.01%0.02%0.03%Q1 2022Q3 20237
RDFN REDFIN CORP COM770.01%0.02%0.03%Q2 2020Q4 20217
FLT FLEETCOR TECHNOLOGIES ...410.01%0.02%0.02%Q3 2019Q3 20217
HUM HUMANA INC COM770.01%0.02%0.02%Q1 2022Q3 20237
OTIS OTIS WORLDWIDE CORP COM430.01%0.02%0.02%Q3 2021Q3 20237
AEP AMERICAN ELEC PWR CO I...510.01%0.01%0.02%Q2 2019Q3 20237
COG COTERRA ENERGY INC COM770.01%0.01%0.02%Q1 2022Q3 20237
WMB WILLIAMS COS INC COM770.01%0.01%0.02%Q1 2022Q3 20237
MPWR MONOLITHIC PWR SYS INC...430.01%0.01%0.02%Q3 2021Q3 20237
AFL AFLAC INC COM770.01%0.01%0.02%Q1 2022Q3 20237
AUY YAMANA GOLD INC COM770.00%0.01%0.01%Q2 2021Q4 20227
MMNFF MEDMEN ENTERPRISES INC...770.00%0.00%0.00%Q1 2022Q3 20237
VTEB VANGUARD TAX-EXEMPT BO...662.14%3.03%3.56%Q2 2022Q3 20236
QUAL ISHARES MSCI USA QUALI...660.06%0.82%1.60%Q3 2021Q4 20226
LQD iShares iBoxx Investme...510.04%0.42%0.70%Q4 2013Q1 20196
ICSH BLACKROCK ULTRA SHORT-...510.02%0.23%0.87%Q4 2021Q2 20236
GOOG Google Inc Cl C660.13%0.17%0.26%Q2 2014Q3 20156
Bank of America Corp660.08%0.15%0.20%Q2 2015Q3 20166
KORS Michael Kors Holdings Ltd660.08%0.14%0.21%Q4 2013Q1 20156
XLB MATERIALS SELECT SECTO...660.12%0.14%0.16%Q1 2021Q2 20226
HIG Hartford Finl Svcs Grp510.08%0.13%0.19%Q4 2013Q2 20156
TEVA Teva Pharmaceutical In...660.10%0.13%0.16%Q4 2013Q1 20156
AMG Affiliated Managers Gr...310.05%0.12%0.16%Q4 2013Q4 20176
K Kellogg Co660.10%0.11%0.12%Q2 2014Q3 20156
RWL Oppenheimer Large Cap ...660.09%0.11%0.11%Q4 2015Q1 20176
SUB ISHARES SHORT-TERM NAT...660.02%0.06%0.22%Q2 2022Q3 20236
FREL FIDELITY MSCI REAL EST...660.03%0.06%0.08%Q3 2021Q4 20226
USAT USA TECHNOLOGIES INC COM660.01%0.05%0.08%Q4 2019Q1 20216
DELL DELL TECHNOLOGIES INC ...660.02%0.04%0.05%Q3 2021Q4 20226
DAL DELTA AIR LINES INC DE...510.02%0.04%0.10%Q4 2015Q1 20216
GBIL GOLDMAN SACHS ACCESS T...660.01%0.04%0.06%Q1 2022Q2 20236
BMRN BIOMARIN PHARMACEUTICA...660.02%0.03%0.03%Q4 2021Q1 20236
MMC MARSH & MCLENNAN COS I...660.01%0.02%0.03%Q2 2022Q3 20236
UBER UBER TECHNOLOGIES INC COM510.02%0.02%0.03%Q1 2022Q3 20236
WARNER BROS DISCOVERY ...660.02%0.02%0.02%Q2 2022Q3 20236
STATE BANCORP INC WEST...330.02%0.02%0.02%Q1 2022Q3 20236
CPRT COPART INC COM660.02%0.02%0.02%Q3 2020Q4 20216
HCA HCA HEALTHCARE INC COM330.01%0.02%0.03%Q3 2021Q3 20236
DVN DEVON ENERGY CORP NEW COM660.01%0.02%0.02%Q4 2021Q1 20236
IVW ISHARES S&P 500 GROWTH...660.01%0.02%0.02%Q4 2020Q1 20226
XLC COMMUNICATION SERVICES...220.01%0.01%0.02%Q2 2021Q2 20236
SNPS SYNOPSYS INC COM660.01%0.01%0.02%Q2 2022Q3 20236
VAW VANGUARD MATERIALS IND...510.01%0.01%0.02%Q1 2021Q1 20236
SUMO SUMO LOGIC INC COM660.01%0.01%0.01%Q4 2021Q1 20236
FREQ FREQUENCY THERAPEUTICS...660.00%0.00%0.01%Q2 2022Q3 20236
OMFL INVESCO RUSSELL 1000 D...551.56%2.06%2.58%Q3 2022Q3 20235
TYG Tortoise Energy Infras...550.37%0.56%0.70%Q4 2013Q4 20145
MYL Mylan Inc550.35%0.40%0.43%Q4 2013Q4 20145
MYL Mylan NV Ordinary310.06%0.27%0.47%Q1 2015Q1 20175
BBT BB&T Corp210.11%0.17%0.20%Q4 2013Q1 20175
B108PS Actavis PLC550.12%0.13%0.16%Q1 2014Q1 20155
MNST Monster Beverage Corp550.10%0.12%0.14%Q1 2014Q1 20155
MCHP Microchip Technology Inc550.10%0.11%0.14%Q3 2015Q3 20165
TLM Talisman Energy Inc550.05%0.11%0.13%Q4 2013Q4 20145
CA CA Inc550.10%0.11%0.12%Q4 2013Q4 20145
H&R Block Inc210.08%0.10%0.10%Q2 2014Q4 20155
LNG Cheniere Energy Inc550.08%0.09%0.10%Q1 2016Q1 20175
BKLN INVESCO SENIOR LOAN ETF550.07%0.08%0.10%Q4 2018Q4 20195
JNK SPDR BLOOMBERG HIGH YI...310.02%0.08%0.12%Q2 2019Q4 20215
IAT iShares US Regional Ba...410.05%0.07%0.12%Q2 2017Q4 20185
UN UNILEVER N V N Y SHS NEW550.03%0.07%0.10%Q3 2019Q3 20205
SH Short S&P 500 ProShare...310.05%0.06%0.08%Q3 2016Q1 20185
AA ALCOA CORP COM550.04%0.06%0.10%Q4 2021Q4 20225
LAD LITHIA MTRS INC COM550.05%0.06%0.06%Q4 2021Q4 20225
COF CAPITAL ONE FINL CORP COM550.04%0.04%0.05%Q4 2021Q4 20225
PKI PERKINELMER INC COM210.02%0.04%0.06%Q1 2017Q2 20195
SBNY SIGNATURE BK NEW YORK ...550.03%0.04%0.05%Q4 2021Q4 20225
ATRI ATRION CORP COM550.02%0.04%0.05%Q3 2018Q3 20195
MYFW FIRST WESTN FINL INC COM550.03%0.04%0.07%Q3 2018Q3 20195
VPU VANGUARD UTILITIES IND...550.03%0.04%0.04%Q1 2019Q1 20205
IR INGERSOLL-RAND PLC SHS410.02%0.03%0.07%Q1 2017Q4 20195
KL KIRKLAND LAKE GOLD LTD...550.02%0.03%0.04%Q4 2020Q4 20215
EHI Western Asset Global H...320.02%0.03%0.04%Q1 2017Q2 20185
LW LAMB WESTON HLDGS INC COM550.01%0.03%0.04%Q3 2022Q3 20235
KNSA KINIKSA PHARMACEUTICAL...550.02%0.02%0.03%Q1 2022Q1 20235
CLIR ClearSign Combustion Corp550.02%0.02%0.03%Q1 2016Q1 20175
KLAC KLA CORP COM NEW410.02%0.02%0.04%Q1 2021Q1 20235
LRLCY L OREAL CO ADR550.02%0.02%0.02%Q3 2022Q3 20235
GIM Templeton Global Incm ...320.01%0.02%0.02%Q1 2017Q2 20185
MSTR MICROSTRATEGY INC CL A...550.01%0.02%0.02%Q1 2021Q1 20225
GOLDMAN SACHS FUTURE T...550.01%0.02%0.02%Q1 2022Q1 20235
BFB BROWN FORMAN CORP CL B320.01%0.02%0.02%Q3 2020Q4 20215
SQ SQUARE INC CL A410.01%0.02%0.02%Q4 2020Q1 20225
ROST ROSS STORES INC COM310.01%0.01%0.02%Q4 2019Q3 20235
MNTV MOMENTIVE GLOBAL INC COM550.01%0.01%0.02%Q2 2021Q2 20225
WAT WATERS CORP COM210.01%0.01%0.01%Q3 2021Q3 20235
ARCHAEA ENERGY INC COM...550.01%0.01%0.01%Q3 2021Q3 20225
JROOF JERICHO ENERGY VENTURE...550.00%0.01%0.01%Q2 2021Q2 20225
GSAT GLOBALSTAR INC COM550.00%0.00%0.00%Q1 2022Q1 20235
AMRN AMARIN CORP PLC SPONS ...550.00%0.00%0.00%Q3 2022Q3 20235
MON Monsanto Co New440.16%0.21%0.24%Q4 2013Q3 20144
FTI FMC Technologies Inc440.12%0.13%0.16%Q4 2013Q3 20144
STI SUNTRUST BKS INC COM440.08%0.13%0.15%Q4 2018Q3 20194
Alliance Data Sys Corp220.11%0.12%0.15%Q2 2014Q2 20154
RWL RevShares Large Cap ETF440.12%0.12%0.12%Q4 2014Q3 20154
RDIV RevShares Ultra Divide...440.11%0.12%0.12%Q4 2014Q3 20154
Alexion Pharmaceutical...220.09%0.10%0.11%Q2 2014Q2 20154
AIG AMERICAN INTL GROUP IN...210.04%0.10%0.16%Q4 2013Q1 20204
LVNTA Liberty Ventures - Ser...440.09%0.10%0.10%Q4 2015Q3 20164
AAXJ iShares MSCI All Count...440.08%0.10%0.11%Q4 2017Q3 20184
DBSDY DBS Group Holdings Ltd...440.08%0.09%0.10%Q3 2015Q2 20164
ATI ATI INC COM310.06%0.09%0.16%Q3 2015Q3 20234
Boeing Co/The220.08%0.09%0.10%Q3 2015Q3 20164
BSV VANGUARD SHORT-TERM BO...310.04%0.08%0.11%Q1 2019Q4 20224
LMNX Luminex Corp440.04%0.08%0.11%Q4 2017Q3 20184
LBTYA Liberty Global Plc Cl A210.05%0.07%0.09%Q4 2015Q4 20174
KOG Kodiak Oil & Gas Corp440.06%0.07%0.07%Q4 2013Q3 20144
LUMN CENTURYLINK INC COM210.01%0.05%0.10%Q1 2014Q2 20204
ET ENERGY TRANSFER LP COM...210.01%0.05%0.10%Q1 2017Q1 20234
FNCB First National Cmmty B...440.03%0.04%0.05%Q4 2015Q3 20164
NVS NOVARTIS AG SPONSORED ADR210.01%0.04%0.10%Q4 2015Q3 20234
VALE Vale SA Sponsored ADR440.03%0.03%0.03%Q2 2017Q1 20184
MGK VANGUARD MEGA CAP GROW...310.01%0.03%0.09%Q3 2015Q3 20234
ETN EATON CORP PLC SHS310.01%0.03%0.07%Q1 2017Q3 20234
HPQ HP INC COM310.01%0.03%0.07%Q1 2017Q2 20224
WSO WATSCO INC COM210.01%0.03%0.06%Q1 2017Q3 20234
PEGI PATTERN ENERGY GROUP I...440.02%0.02%0.03%Q1 2019Q4 20194
MJ ETFMG ALTERNATIVE HARV...220.01%0.02%0.03%Q1 2019Q2 20214
RSG REPUBLIC SVCS INC COM310.02%0.02%0.02%Q2 2019Q2 20204
ARKG ARK GENOMIC REVOLUTION...440.01%0.02%0.02%Q1 2021Q4 20214
APTV APTIV PLC SHS310.01%0.01%0.02%Q3 2021Q1 20234
PH PARKER-HANNIFIN CORP COM310.01%0.01%0.01%Q1 2022Q3 20234
LHX L3HARRIS TECHNOLOGIES ...220.01%0.01%0.02%Q1 2022Q2 20234
SGEN SEAGEN INC COM310.01%0.01%0.01%Q2 2022Q3 20234
ABC AMERISOURCEBERGEN CORP...220.01%0.01%0.01%Q1 2022Q2 20234
FWONK LIBERTY MEDIA CORP DEL...310.01%0.01%0.01%Q4 2021Q1 20234
WISA SUMMIT WIRELESS TECHNL...440.01%0.01%0.02%Q1 2019Q4 20194
Spectra7 Microsystems Inc440.00%0.00%0.00%Q2 2016Q1 20174
First Pioneer Hlding Inc440.00%0.00%0.00%Q1 2018Q4 20184
CMGO CMG HLDGS GRP INC COM440.00%0.00%0.00%Q2 2021Q1 20224
VXIT VIREXIT TECHNOLOGIES I...440.00%0.00%0.00%Q2 2021Q1 20224
CHAR TECHNOLOGIES LIMI...440.00%0.00%0.00%Q4 2021Q3 20224
ROLLS-ROYCE HOLDINGS P...440.00%0.00%0.00%Q1 2020Q4 20204
BILS SPDR BLOOMBERG 3-12 MO...331.12%1.13%1.15%Q1 2023Q3 20233
Alarm.com Holdings Inc330.45%0.48%0.52%Q1 2016Q3 20163
MINT PIMCO ENHANCED SHORT M...210.03%0.20%0.34%Q3 2015Q1 20193
HEDJ WisdomTree Europe Hedg...330.12%0.19%0.22%Q3 2015Q1 20163
BX BLACKSTONE GROUP L P C...210.11%0.17%0.23%Q1 2017Q1 20193
FOXA Twenty-First Century F...330.14%0.16%0.17%Q4 2013Q2 20143
AGN Allergan plc210.09%0.14%0.17%Q2 2015Q1 20173
Apache Corp210.08%0.14%0.19%Q2 2014Q2 20153
CTRX Catamaran Corp330.09%0.13%0.14%Q4 2013Q2 20143
ALXN Alexion Pharmaceutical...210.12%0.12%0.13%Q4 2013Q4 20143
CNQ Canadian Natural Resou...330.10%0.12%0.14%Q4 2013Q2 20143
SNY Sanofi Aventis ADR210.09%0.12%0.13%Q4 2013Q1 20153
MHK Mohawk Industries Inc330.10%0.12%0.13%Q4 2013Q2 20143
NCLH Norwegian Cruise Line ...330.10%0.11%0.13%Q1 2014Q3 20143
WAG Walgreen Co330.10%0.11%0.11%Q4 2013Q2 20143
KMI KINDER MORGAN INC DEL COM330.04%0.11%0.15%Q3 2019Q1 20203
Affiliated Managers Gr...210.08%0.11%0.13%Q3 2014Q2 20153
NXPI NXP Semiconductor NV210.08%0.11%0.12%Q1 2015Q4 20153
VOX VANGUARD COMMUNICATION...330.09%0.09%0.10%Q4 2018Q2 20193
VMW VMWARE INC CL A COM210.01%0.08%0.12%Q1 2014Q3 20233
Inland Am Real Estate ...330.04%0.06%0.08%Q3 2014Q1 20153
IP INTL PAPER CO COM330.06%0.06%0.07%Q4 2018Q2 20193
LIT Global X Lithium & Bat...330.05%0.06%0.07%Q3 2017Q1 20183
LVNTA Liberty Ventures - Ser...330.05%0.06%0.07%Q2 2017Q4 20173
LINDE PLC SHS330.05%0.06%0.06%Q1 2023Q3 20233
DLTR Dollar Tree Stores Inc110.03%0.05%0.08%Q1 2016Q1 20233
HYG iShares iBoxx High Yie...110.02%0.05%0.11%Q4 2013Q2 20223
FCX FREEPORT-MCMORAN INC CL B110.01%0.04%0.11%Q2 2021Q1 20233
CANADIAN PACIFIC KANSA...330.04%0.04%0.04%Q1 2023Q3 20233
LVS LAS VEGAS SANDS CORP COM330.03%0.03%0.04%Q1 2023Q3 20233
BIP Brookfield Infrastruct...210.02%0.03%0.05%Q4 2017Q4 20193
IYF ISHARES U.S. FINANCIAL...330.03%0.03%0.03%Q4 2018Q2 20193
VRSK VERISK ANALYTICS INC COM330.02%0.03%0.03%Q1 2023Q3 20233
WEX WEX INC COM330.02%0.03%0.03%Q1 2023Q3 20233
IYW ISHARES U.S. TECHNOLOG...330.02%0.02%0.02%Q2 2020Q4 20203
ESGU ISHARES ESG AWARE MSCI...330.01%0.02%0.02%Q1 2023Q3 20233
ARKF ARK FINTECH INNOVATION...330.01%0.02%0.02%Q1 2021Q3 20213
NSRGY NESTLE S A SPONSORED ADR330.01%0.01%0.02%Q1 2023Q3 20233
COIN COINBASE GLOBAL INC CO...110.01%0.01%0.01%Q2 2021Q3 20233
TROW PRICE T ROWE GROUP INC...330.01%0.01%0.01%Q3 2021Q1 20223
ROP ROPER TECHNOLOGIES INC...330.01%0.01%0.01%Q1 2023Q3 20233
BSX BOSTON SCIENTIFIC CORP...330.01%0.01%0.01%Q1 2023Q3 20233
SHELL PLC SPON ADS330.01%0.01%0.01%Q1 2023Q3 20233
NTAP NETAPP INC COM330.01%0.01%0.01%Q3 2021Q1 20223
EFG ISHARES MSCI EAFE GROW...330.01%0.01%0.01%Q1 2023Q3 20233
INFY INFOSYS LTD SPONSORED ADR330.01%0.01%0.01%Q1 2023Q3 20233
OPEN OPENDOOR TECHNOLOGIES ...330.01%0.01%0.01%Q1 2023Q3 20233
WIT WIPRO LTD SPON ADR 1 SH330.01%0.01%0.01%Q1 2023Q3 20233
UMC UNITED MICROELECTRONIC...330.01%0.01%0.01%Q1 2023Q3 20233
JERICHO ENERGY VENTURE...330.00%0.00%0.00%Q3 2022Q1 20233
POWW AMMO INC COM330.00%0.00%0.00%Q1 2023Q3 20233
AACAY AAC TECHNOLOGIES HOLDI...330.00%0.00%0.00%Q1 2023Q3 20233
TSCAN THERAPEUTICS INC...330.00%0.00%0.00%Q1 2023Q3 20233
Memex Inc330.00%0.00%0.00%Q3 2016Q1 20173
THRLF TEARLACH RES LTD COM330.00%0.00%0.00%Q1 2023Q3 20233
STBV Strategic Global Inves...330.00%0.00%0.00%Q3 2014Q1 20153
HDV iShares Core High Divi...220.22%0.46%0.71%Q2 2018Q3 20182
DES WisdomTree US SmallCap...220.14%0.29%0.45%Q2 2018Q3 20182
NEAR iShares Short Maturity...220.22%0.28%0.34%Q3 2015Q4 20152
LMCK Liberty Media Corp - C...220.21%0.21%0.21%Q4 2015Q1 20162
SHY iShares 1-3 Year Treas...220.19%0.20%0.22%Q3 2015Q4 20152
BIL SPDR Barclays 1-3 Mont...220.15%0.18%0.22%Q3 2015Q4 20152
APA Apache Corp220.16%0.16%0.16%Q4 2013Q1 20142
DXJ WisdomTree Japan Hedge...220.15%0.15%0.16%Q4 2015Q1 20162
LUMN LUMEN TECHNOLOGIES INC...110.00%0.13%0.26%Q2 2021Q2 20232
PCP Precision Castparts Corp220.13%0.13%0.13%Q2 2014Q3 20142
SMDV Proshrs Tr Russell 200...220.10%0.13%0.16%Q2 2018Q3 20182
AAP Advanced Auto Parts220.10%0.11%0.13%Q4 2014Q1 20152
SNDK Sandisk Corp220.10%0.11%0.12%Q3 2014Q4 20142
LMCA Liberty Media Corp Cl ...220.11%0.11%0.11%Q4 2015Q1 20162
CMG Chipotle Mexican Grill220.10%0.11%0.12%Q4 2013Q1 20142
SPLK Splunk Inc220.11%0.11%0.11%Q1 2014Q2 20142
PPL PPL CORP COM220.08%0.08%0.08%Q3 2019Q4 20192
BP BP PLC SPONSORED ADR220.08%0.08%0.08%Q3 2019Q4 20192
MGM MGM Resorts International220.06%0.06%0.06%Q2 2017Q3 20172
WIW Western Asset/Claymore...220.04%0.06%0.07%Q3 2016Q4 20162
VCSH VANGUARD SHORT-TERM CO...110.04%0.06%0.08%Q1 2016Q1 20192
WEC WEC ENERGY GROUP INC COM110.01%0.06%0.10%Q2 2016Q1 20232
KR KROGER CO COM110.01%0.06%0.10%Q4 2015Q1 20232
RHHBY Roche Holdings LTD ADR110.01%0.05%0.08%Q4 2015Q2 20232
RDSA ROYAL DUTCH SHELL PLC ...110.03%0.04%0.05%Q1 2019Q4 20192
AKAM AKAMAI TECHNOLOGIES IN...220.04%0.04%0.04%Q1 2019Q2 20192
SCHV SCHWAB U.S. LARGE-CAP ...220.04%0.04%0.04%Q3 2019Q4 20192
BRY BERRY PETE CORP COM220.02%0.04%0.06%Q4 2019Q1 20202
OXLC Oxford Lane Capital Corp220.04%0.04%0.04%Q4 2015Q1 20162
PEJ INVESCO DYNAMIC LEISUR...220.02%0.03%0.05%Q1 2022Q2 20222
GPM Guggenheim Enhanced Eq...220.03%0.03%0.03%Q4 2015Q1 20162
ARKK ARK INNOVATION ETF220.03%0.03%0.03%Q1 2021Q2 20212
JQC Nuveen Credit Strat In...220.03%0.03%0.03%Q4 2015Q1 20162
CSM PROSHARES LARGE CAP CO...220.03%0.03%0.03%Q1 2019Q2 20192
MCN Madison Covered Call &...220.03%0.03%0.03%Q4 2015Q1 20162
NET POWER INC COM CL A220.03%0.03%0.03%Q2 2023Q3 20232
OMC OMNICOM GROUP INC COM110.01%0.03%0.04%Q1 2020Q1 20232
DEO DIAGEO P L C SPON ADR NEW220.02%0.02%0.03%Q3 2019Q4 20192
LIBERTY MEDIA CORP DEL...220.02%0.02%0.02%Q2 2023Q3 20232
XYL XYLEM INC COM220.01%0.02%0.03%Q1 2023Q2 20232
AGIC Convertible & Inc...220.02%0.02%0.02%Q4 2015Q1 20162
MRNA MODERNA INC COM220.01%0.02%0.02%Q3 2021Q4 20212
VOD VODAFONE GROUP PLC SHS...110.00%0.02%0.03%Q2 2021Q4 20222
Wal-Mart de Mexico SAB...220.02%0.02%0.02%Q4 2015Q1 20162
ARKW ARK NEXT GENERATION IN...220.01%0.01%0.02%Q4 2021Q1 20222
STE STERIS PLC SHS USD110.01%0.01%0.02%Q1 2022Q3 20232
FITB FIFTH THIRD BANCORP COM220.01%0.01%0.01%Q2 2021Q3 20212
EXPE EXPEDIA GROUP INC COM NEW220.01%0.01%0.02%Q4 2021Q1 20222
ROAN ROAN RES INC CL A COM220.01%0.01%0.01%Q2 2019Q3 20192
LEG LEGGETT & PLATT INC COM220.01%0.01%0.01%Q3 2022Q4 20222
IDXX IDEXX LABS INC COM110.01%0.01%0.01%Q2 2021Q1 20232
RCL ROYAL CARIBBEAN GROUP COM220.01%0.01%0.01%Q2 2023Q3 20232
KMX CARMAX INC COM220.01%0.01%0.01%Q2 2023Q3 20232
LIBERTY MEDIA CORP DEL...220.01%0.01%0.01%Q2 2023Q3 20232
MSCI MSCI INC COM110.01%0.01%0.01%Q1 2023Q3 20232
CHPGF Chesapeake Gold Corp220.01%0.01%0.02%Q1 2016Q2 20162
NVO NOVO-NORDISK A S ADR110.01%0.01%0.01%Q1 2023Q3 20232
MU MICRON TECHNOLOGY INC COM220.01%0.01%0.01%Q1 2023Q2 20232
MAR MARRIOTT INTL INC NEW ...220.01%0.01%0.01%Q2 2023Q3 20232
FPE FIRST TRUST PREFERRED ...220.01%0.01%0.01%Q3 2022Q4 20222
SIEGY SIEMENS A G SPONSORED ADR220.01%0.01%0.01%Q1 2023Q2 20232
RICE RICE ACQUISITION CORP ...220.01%0.01%0.01%Q1 2021Q2 20212
FULL Rull Circle Capital Corp220.01%0.01%0.01%Q4 2015Q1 20162
FNB F N B CORP COM220.01%0.01%0.01%Q3 2021Q4 20212
NATWEST GROUP PLC ORD ...220.00%0.00%0.00%Q3 2022Q4 20222
RIG TRANSOCEAN LTD REG SHS220.00%0.00%0.00%Q3 2020Q4 20202
MFG MIZUHO FINANCIAL GROUP...110.00%0.00%0.00%Q1 2023Q3 20232
HCRSQ HI CRUSH INC COM220.00%0.00%0.00%Q4 2019Q1 20202
GINKGO BIOWORKS HOLDIN...220.00%0.00%0.00%Q2 2023Q3 20232
TNRG Thunder Energies Corp220.00%0.00%0.00%Q4 2016Q1 20172
First Western Financia...220.00%0.00%0.00%Q1 2018Q2 20182
Fractional Shares Marr...220.00%0.00%0.00%Q3 2015Q4 20152
FDBL FRIENDABLE INC COM NEW220.00%0.00%0.00%Q4 2021Q1 20222
XHR Xenia Hotels & Resorts...110.68%0.68%0.68%Q1 2015Q1 20151
WPZ Williams Partners LP110.64%0.64%0.64%Q1 2017Q1 20171
PAA Plains All American Pi...110.35%0.35%0.35%Q1 2017Q1 20171
FXE CurrencyShares Euro Trust110.23%0.23%0.23%Q4 2013Q4 20131
RPAI Retail Properties of A...110.22%0.22%0.22%Q4 2013Q4 20131
GMLP Golar LNG Partners LP110.22%0.22%0.22%Q1 2017Q1 20171
TIP iShares TIPS Bond ETF110.17%0.17%0.17%Q2 2016Q2 20161
American International...110.16%0.16%0.16%Q2 2014Q2 20141
MGV Vanguard Mega Cap Value110.14%0.14%0.14%Q3 2015Q3 20151
NSH NuStar Gp Holdings LLC110.14%0.14%0.14%Q1 2017Q1 20171
GEL Genesis Energy LP110.14%0.14%0.14%Q1 2017Q1 20171
ENLK EnLink Midstream Partners110.14%0.14%0.14%Q1 2017Q1 20171
NYLD NRG Yield Inc110.13%0.13%0.13%Q1 2017Q1 20171
DPS Dr. Pepper Snapple Gro...110.11%0.11%0.11%Q2 2016Q2 20161
SDOG ALPS Sector Dividend D...110.11%0.11%0.11%Q1 2017Q1 20171
JBHT J.B. Hunt Transport Se...110.11%0.11%0.11%Q4 2013Q4 20131
ETP Energy Transfer Ptnrs LP110.10%0.10%0.10%Q1 2017Q1 20171
BSM Black Stone Minerals LP110.10%0.10%0.10%Q1 2017Q1 20171
PDM Piedmont Office Realty...110.10%0.10%0.10%Q4 2013Q4 20131
CTXS Citrix Systems Inc110.10%0.10%0.10%Q4 2013Q4 20131
LUV Southwest Airlines Co110.10%0.10%0.10%Q1 2015Q1 20151
FCAU Fiat Chrysler Automobi...110.10%0.10%0.10%Q1 2017Q1 20171
IBB iShares Nasdaq Biotech...110.10%0.10%0.10%Q4 2015Q4 20151
CEQP Crestwood Equity Partn...110.10%0.10%0.10%Q1 2017Q1 20171
FDN FIRST TRUST DOW JONES ...110.09%0.09%0.09%Q1 2020Q1 20201
STRZA Starz110.09%0.09%0.09%Q4 2015Q4 20151
Amgen Inc110.09%0.09%0.09%Q2 2016Q2 20161
HBI Hanesbrand Inc110.08%0.08%0.08%Q1 2015Q1 20151
AET Aetna Inc110.08%0.08%0.08%Q2 2016Q2 20161
IDA Idacorp Inc110.08%0.08%0.08%Q2 2016Q2 20161
FOX Twenty-First Century F...110.08%0.08%0.08%Q2 2016Q2 20161
AVGO Broadcom LTD110.08%0.08%0.08%Q1 2017Q1 20171
SHPG Shire Pharmaceuticals PLC110.07%0.07%0.07%Q2 2016Q2 20161
RYU Guggenheim S&P 500 Equ...110.07%0.07%0.07%Q2 2016Q2 20161
BUD Anheuser-Busch InBev NV110.07%0.07%0.07%Q1 2017Q1 20171
AVP Avon Products Inc110.06%0.06%0.06%Q3 2014Q3 20141
UHAL Amerco110.06%0.06%0.06%Q1 2017Q1 20171
CI Cigna Corp110.06%0.06%0.06%Q3 2018Q3 20181
NEU NewMarket Corp110.06%0.06%0.06%Q1 2017Q1 20171
MPLX MPLX LP110.06%0.06%0.06%Q1 2017Q1 20171
SCM Stellus Capital Invest...110.06%0.06%0.06%Q1 2017Q1 20171
PSTG Pure Storage Inc110.06%0.06%0.06%Q1 2018Q1 20181
ERF ENERPLUS CORP COM110.05%0.05%0.05%Q2 2021Q2 20211
CAG ConAgra Brands Inc110.05%0.05%0.05%Q1 2017Q1 20171
EIX Edison Intl110.05%0.05%0.05%Q1 2017Q1 20171
NWL Newell Brands Inc110.05%0.05%0.05%Q1 2017Q1 20171
OCR Omnicare Inc (Acquired...110.05%0.05%0.05%Q1 2017Q1 20171
CTLP CANTALOUPE INC COM110.05%0.05%0.05%Q2 2021Q2 20211
ROKU Roku Inc110.05%0.05%0.05%Q4 2018Q4 20181
SCHD SCHWAB US DIVIDEND EQU...110.05%0.05%0.05%Q1 2020Q1 20201
PRU PRUDENTIAL FINL INC COM110.04%0.04%0.04%Q1 2020Q1 20201
JNPR JUNIPER NETWORKS INC COM110.04%0.04%0.04%Q1 2023Q1 20231
STOR Store Capital Corp110.04%0.04%0.04%Q4 2018Q4 20181
AXL AMERICAN AXLE & MFG HL...110.03%0.03%0.03%Q1 2023Q1 20231
MTTRY Metro AG110.03%0.03%0.03%Q1 2015Q1 20151
PRF INVESCO FTSE RAFI US 1...110.03%0.03%0.03%Q4 2019Q4 20191
IYE ISHARES U.S. ENERGY ETF110.03%0.03%0.03%Q3 2020Q3 20201
TMQ TRILOGY METALS INC NEW...110.03%0.03%0.03%Q2 2021Q2 20211
IEF ISHARES 7-10 YEAR TREA...110.03%0.03%0.03%Q1 2019Q1 20191
SU SUNCOR ENERGY INC NEW COM110.03%0.03%0.03%Q2 2021Q2 20211
DLN WISDOMTREE U.S. LARGEC...110.03%0.03%0.03%Q3 2023Q3 20231
BROOKFIELD CORP CL A L...110.03%0.03%0.03%Q1 2023Q1 20231
NMZ Nuveen Muni High Incm ...110.03%0.03%0.03%Q2 2018Q2 20181
VGSH VANGUARD SHORT-TERM GO...110.03%0.03%0.03%Q2 2020Q2 20201
ALK ALASKA AIR GROUP INC COM110.03%0.03%0.03%Q1 2023Q1 20231
TTD THE TRADE DESK INC COM...110.03%0.03%0.03%Q1 2020Q1 20201
DXC DXC TECHNOLOGY CO COM110.02%0.02%0.02%Q3 2019Q3 20191
FDL FIRST TRUST MORNINGSTA...110.02%0.02%0.02%Q1 2020Q1 20201
NOG NORTHERN OIL & GAS INC...110.02%0.02%0.02%Q3 2023Q3 20231
YNDX YANDEX N V SHS CLASS A110.02%0.02%0.02%Q1 2020Q1 20201
XBI SPDR S&P BIOTECH ETF110.02%0.02%0.02%Q1 2022Q1 20221
MVF Blck Rock Muni Invest Fnd110.02%0.02%0.02%Q2 2018Q2 20181
M MACYS INC COM110.02%0.02%0.02%Q2 2021Q2 20211
RF REGIONS FINANCIAL CORP...110.02%0.02%0.02%Q1 2023Q1 20231
MED MEDIFAST INC COM110.02%0.02%0.02%Q2 2021Q2 20211
Y ALLEGHANY CORP MD COM110.02%0.02%0.02%Q3 2022Q3 20221
EV EATON VANCE CORP COM N...110.02%0.02%0.02%Q4 2020Q4 20201
PULS PGIM ULTRA SHORT BOND ETF110.02%0.02%0.02%Q3 2023Q3 20231
PPR Voya Prime Rate Trust110.02%0.02%0.02%Q2 2018Q2 20181
CLOU GLOBAL X CLOUD COMPUTI...110.02%0.02%0.02%Q1 2022Q1 20221
FINX GLOBAL X FINTECH THEMA...110.02%0.02%0.02%Q1 2022Q1 20221
GRAYSCALE BITCOIN TR B...110.02%0.02%0.02%Q1 2021Q1 20211
PNQI INVESCO NASDAQ INTERNE...110.02%0.02%0.02%Q1 2022Q1 20221
VCIT VANGUARD INTERMEDIATE-...110.02%0.02%0.02%Q4 2020Q4 20201
DISCA DISCOVERY INC COM SER A110.02%0.02%0.02%Q1 2021Q1 20211
IVOG VANGUARD S&P MID-CAP 4...110.01%0.01%0.01%Q2 2023Q2 20231
ASML ASML HOLDING N V N Y R...110.01%0.01%0.01%Q1 2023Q1 20231
CEIX CONSOL ENERGY INC NEW COM110.01%0.01%0.01%Q3 2023Q3 20231
MOH MOLINA HEALTHCARE INC COM110.01%0.01%0.01%Q3 2023Q3 20231
TCEHY TENCENT HOLDINGS LIMIT...110.01%0.01%0.01%Q1 2023Q1 20231
LIBERTY MEDIA CORP DEL...110.01%0.01%0.01%Q3 2023Q3 20231
CNC CENTENE CORP DEL COM110.01%0.01%0.01%Q2 2023Q2 20231
MRVL MARVELL TECHNOLOGY INC...110.01%0.01%0.01%Q1 2022Q1 20221
ENB ENBRIDGE INC COM110.01%0.01%0.01%Q1 2023Q1 20231
SNA SNAP ON INC COM110.01%0.01%0.01%Q2 2023Q2 20231
CVE CENOVUS ENERGY INC COM110.01%0.01%0.01%Q4 2019Q4 20191
DOW DOW INC COM110.01%0.01%0.01%Q1 2023Q1 20231
HSY HERSHEY CO COM110.01%0.01%0.01%Q1 2023Q1 20231
NVIV InVivo Therapeutics Ho...110.01%0.01%0.01%Q3 2014Q3 20141
CRON CRONOS GROUP INC COM110.01%0.01%0.01%Q4 2019Q4 20191
NYCB NEW YORK CMNTY BANCORP...110.01%0.01%0.01%Q2 2021Q2 20211
PLUG PLUG POWER INC COM NEW110.01%0.01%0.01%Q2 2023Q2 20231
NEX NEXTIER OILFIELD SOLUT...110.01%0.01%0.01%Q1 2020Q1 20201
WISA SUMMIT WIRELESS TECH I...110.00%0.00%0.00%Q1 2020Q1 20201
HLDCY HENDERSON LAND DEV CO ...110.00%0.00%0.00%Q1 2023Q1 20231
GOCO GOHEALTH INC COM CL A110.00%0.00%0.00%Q2 2022Q2 20221
SAN BANCO SANTANDER S.A. ADR110.00%0.00%0.00%Q1 2023Q1 20231
BBD BANCO BRADESCO S A SP ...110.00%0.00%0.00%Q2 2023Q2 20231
LYG LLOYDS BANKING GROUP P...110.00%0.00%0.00%Q1 2023Q1 20231
OLAPLEX HLDGS INC COM110.00%0.00%0.00%Q3 2023Q3 20231
ACB AURORA CANNABIS INC COM110.00%0.00%0.00%Q1 2020Q1 20201
PROP Pledge Petroleum Corp110.00%0.00%0.00%Q1 2017Q1 20171
RSHN RUSHNET INC COM110.00%0.00%0.00%Q2 2021Q2 20211
88 ENERGY LTD ORD SHS110.00%0.00%0.00%Q2 2021Q2 20211
LINN CO LLC SHS110.00%0.00%0.00%Q2 2021Q2 20211
PROP Propell Technologies G...110.00%0.00%0.00%Q4 2016Q4 20161
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The securities at the top of the list , including ISHARES RUSSELL 1000 GROWTH ETF, ISHARES RUSSELL 1000 VALUE ETF, and ISHARES RUSSELL 2000 GROWTH ETF, are the highest-conviction holdings of Waldron Private Wealth LLC.

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

This page lists all the securities that Waldron Private Wealth LLC owns currently or has owned in the past.