520 is the total number of securities GM Advisory Group, LLC has owned. The longest GM Advisory Group, LLC has owned a single stock is 40 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
DIS | DISNEY WALT CO | 40 | 40 | 0.10% | 1.26% | 4.32% | Q4 2013 | Q3 2023 | 40 |
MSFT | MICROSOFT CORP | 40 | 40 | 0.25% | 0.89% | 1.66% | Q4 2013 | Q3 2023 | 40 |
T | AT&T INC | 40 | 40 | 0.04% | 0.73% | 2.24% | Q4 2013 | Q3 2023 | 40 |
XOM | EXXON MOBIL CORP | 40 | 40 | 0.10% | 0.62% | 2.66% | Q4 2013 | Q3 2023 | 40 |
CSCO | CISCO SYS INC | 40 | 40 | 0.07% | 0.25% | 0.77% | Q4 2013 | Q3 2023 | 40 |
INTC | INTEL CORP | 40 | 40 | 0.02% | 0.18% | 0.54% | Q4 2013 | Q3 2023 | 40 |
AAPL | APPLE INC | 39 | 39 | 1.16% | 2.43% | 4.91% | Q1 2014 | Q3 2023 | 39 |
BAC | BK OF AMERICA CORP | 39 | 39 | 0.11% | 0.34% | 0.84% | Q1 2014 | Q3 2023 | 39 |
IWV | ISHARES TR | 38 | 38 | 0.18% | 5.77% | 12.76% | Q2 2014 | Q3 2023 | 38 |
ORCL | ORACLE CORP | 23 | 15 | 0.08% | 0.29% | 0.92% | Q4 2013 | Q3 2023 | 38 |
GLD | SPDR GOLD TRUST | 30 | 1 | 0.06% | 2.22% | 8.35% | Q4 2013 | Q3 2023 | 37 |
AXP | AMERICAN EXPRESS CO | 22 | 15 | 0.18% | 1.59% | 3.69% | Q1 2014 | Q3 2023 | 37 |
VTI | VANGUARD INDEX FDS | 35 | 35 | 0.01% | 6.93% | 12.37% | Q1 2015 | Q3 2023 | 35 |
SPY | SPDR S&P 500 ETF TR | 28 | 7 | 0.30% | 2.74% | 15.61% | Q4 2013 | Q3 2023 | 35 |
IVV | ISHARES TR | 28 | 7 | 0.12% | 1.76% | 8.76% | Q4 2013 | Q3 2023 | 35 |
PG | PROCTER & GAMBLE CO | 29 | 1 | 0.18% | 0.36% | 0.81% | Q4 2013 | Q3 2023 | 35 |
VZ | VERIZON COMMUNICATIONS... | 28 | 1 | 0.02% | 0.14% | 0.29% | Q4 2013 | Q3 2023 | 34 |
KO | COCA COLA CO | 29 | 5 | 0.06% | 0.13% | 0.29% | Q4 2013 | Q3 2023 | 34 |
ACWX | ISHARES TR | 33 | 33 | 0.21% | 2.18% | 4.94% | Q3 2015 | Q3 2023 | 33 |
EFA | ISHARES TR | 14 | 6 | 0.02% | 0.78% | 7.35% | Q4 2014 | Q3 2023 | 33 |
JNJ | JOHNSON & JOHNSON | 28 | 5 | 0.19% | 0.38% | 0.62% | Q4 2013 | Q3 2023 | 33 |
FB | META PLATFORMS INC | 28 | 4 | 0.14% | 0.82% | 1.83% | Q1 2014 | Q3 2023 | 32 |
MO | ALTRIA GROUP INC | 15 | 5 | 0.08% | 0.22% | 0.47% | Q4 2013 | Q3 2023 | 32 |
ADP | AUTOMATIC DATA PROCESS... | 28 | 4 | 0.04% | 0.08% | 0.27% | Q1 2014 | Q3 2023 | 32 |
AGG | ISHARES TR | 21 | 1 | 0.10% | 2.27% | 10.20% | Q1 2015 | Q3 2023 | 31 |
JPM | JPMORGAN CHASE & CO | 30 | 1 | 0.24% | 0.45% | 0.79% | Q4 2015 | Q3 2023 | 31 |
DLN | WISDOMTREE TR | 28 | 3 | 0.07% | 0.20% | 0.51% | Q4 2013 | Q3 2023 | 31 |
PFE | PFIZER INC | 15 | 4 | 0.04% | 0.11% | 0.22% | Q4 2013 | Q3 2023 | 31 |
MCD | MCDONALDS CORP | 28 | 3 | 0.04% | 0.09% | 0.30% | Q4 2013 | Q3 2023 | 31 |
SIRI | SIRIUS XM HOLDINGS INC | 15 | 1 | 0.01% | 0.04% | 0.12% | Q4 2013 | Q3 2023 | 31 |
UNH | UNITEDHEALTH GROUP INC | 28 | 2 | 0.11% | 0.31% | 0.80% | Q4 2013 | Q3 2023 | 30 |
EPD | ENTERPRISE PRODS PARTN... | 30 | 30 | 0.08% | 0.18% | 0.31% | Q2 2016 | Q3 2023 | 30 |
SYY | SYSCO CORP | 14 | 3 | 0.02% | 0.08% | 0.30% | Q4 2013 | Q3 2023 | 30 |
V | VISA INC | 28 | 1 | 0.08% | 0.21% | 0.33% | Q4 2013 | Q3 2023 | 29 |
MDY | SPDR S&P MIDCAP 400 ET... | 28 | 1 | 0.07% | 0.20% | 0.36% | Q4 2014 | Q3 2023 | 29 |
UNP | UNION PACIFIC CORP | 26 | 1 | 0.06% | 0.17% | 0.25% | Q3 2014 | Q3 2023 | 29 |
IBM | INTERNATIONAL BUSINESS... | 10 | 3 | 0.02% | 0.10% | 0.35% | Q4 2013 | Q3 2023 | 29 |
AMZN | AMAZON COM INC | 28 | 28 | 0.53% | 1.41% | 3.19% | Q4 2016 | Q3 2023 | 28 |
GOOGL | ALPHABET INC | 28 | 28 | 0.24% | 0.65% | 1.22% | Q4 2016 | Q3 2023 | 28 |
GOOG | ALPHABET INC | 28 | 28 | 0.32% | 0.46% | 0.67% | Q4 2016 | Q3 2023 | 28 |
BABA | ALIBABA GROUP HLDG LTD | 26 | 2 | 0.03% | 0.33% | 0.78% | Q3 2014 | Q1 2023 | 28 |
NFLX | NETFLIX INC | 28 | 28 | 0.07% | 0.25% | 0.59% | Q4 2016 | Q3 2023 | 28 |
HON | HONEYWELL INTL INC | 28 | 28 | 0.07% | 0.20% | 0.58% | Q4 2016 | Q3 2023 | 28 |
MQY | BLACKROCK MUNIYILD QUL... | 28 | 28 | 0.03% | 0.13% | 0.49% | Q4 2013 | Q3 2020 | 28 |
BRKB | BERKSHIRE HATHAWAY INC... | 12 | 1 | 0.02% | 0.12% | 0.28% | Q1 2014 | Q3 2023 | 28 |
MA | MASTERCARD INCORPORATED | 28 | 28 | 0.03% | 0.11% | 0.22% | Q4 2016 | Q3 2023 | 28 |
EPS | WISDOMTREE TR | 27 | 27 | 0.08% | 0.14% | 0.22% | Q1 2017 | Q3 2023 | 27 |
MS | MORGAN STANLEY | 23 | 1 | 0.15% | 0.32% | 0.63% | Q4 2013 | Q3 2020 | 26 |
BA | BOEING CO | 13 | 4 | 0.03% | 0.26% | 0.51% | Q1 2014 | Q2 2022 | 26 |
TMO | THERMO FISHER SCIENTIF... | 26 | 26 | 0.07% | 0.15% | 0.23% | Q2 2017 | Q3 2023 | 26 |
HD | HOME DEPOT INC | 26 | 26 | 0.07% | 0.13% | 0.21% | Q2 2017 | Q3 2023 | 26 |
IWM | ISHARES TR | 13 | 1 | 0.04% | 0.10% | 0.37% | Q1 2014 | Q3 2023 | 26 |
VYM | VANGUARD WHITEHALL FDS... | 26 | 26 | 0.02% | 0.09% | 0.19% | Q2 2017 | Q3 2023 | 26 |
NVG | NUVEEN ENHANCED AMT FR... | 26 | 26 | 0.02% | 0.06% | 0.14% | Q2 2016 | Q3 2022 | 26 |
DEM | WISDOMTREE TR | 18 | 2 | 0.03% | 1.70% | 3.13% | Q4 2013 | Q4 2021 | 25 |
PM | PHILIP MORRIS INTL INC | 15 | 10 | 0.13% | 0.30% | 0.61% | Q2 2017 | Q3 2023 | 25 |
CVX | CHEVRON CORP NEW | 15 | 10 | 0.17% | 0.23% | 0.40% | Q2 2017 | Q3 2023 | 25 |
MRK | MERCK & CO INC NEW | 16 | 1 | 0.06% | 0.20% | 0.51% | Q4 2013 | Q3 2023 | 25 |
PYPL | PAYPAL HLDGS INC | 25 | 25 | 0.04% | 0.19% | 0.42% | Q3 2017 | Q3 2023 | 25 |
XLK | SELECT SECTOR SPDR TR | 24 | 24 | 0.03% | 2.95% | 9.86% | Q4 2017 | Q3 2023 | 24 |
VEU | VANGUARD INTL EQUITY I... | 18 | 1 | 0.02% | 0.33% | 1.79% | Q4 2013 | Q4 2021 | 24 |
AEP | AMERICAN ELEC PWR INC | 11 | 3 | 0.05% | 0.14% | 0.25% | Q2 2017 | Q3 2023 | 24 |
NEE | NEXTERA ENERGY INC | 24 | 24 | 0.05% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 24 |
DHR | DANAHER CORPORATION | 24 | 24 | 0.04% | 0.08% | 0.20% | Q4 2017 | Q3 2023 | 24 |
D | DOMINION ENERGY INC | 14 | 10 | 0.02% | 0.07% | 0.15% | Q2 2017 | Q2 2023 | 24 |
VWO | VANGUARD INTL EQUITY I... | 16 | 1 | 0.02% | 1.38% | 6.23% | Q4 2014 | Q4 2022 | 23 |
DAL | DELTA AIR LINES INC DEL | 14 | 9 | 0.02% | 0.13% | 0.32% | Q4 2017 | Q3 2023 | 23 |
FMB | FIRST TR EXCH TRADED F... | 18 | 4 | 0.07% | 1.29% | 2.50% | Q1 2018 | Q3 2023 | 22 |
AON | AON PLC | 22 | 22 | 0.72% | 1.08% | 3.09% | Q1 2014 | Q2 2019 | 22 |
VEA | VANGUARD TAX-MANAGED I... | 22 | 22 | 0.04% | 0.90% | 12.47% | Q4 2015 | Q1 2021 | 22 |
GE | GENERAL ELECTRIC CO | 20 | 2 | 0.06% | 0.33% | 1.08% | Q4 2013 | Q2 2020 | 22 |
INTU | INTUIT | 22 | 22 | 0.06% | 0.10% | 0.16% | Q2 2018 | Q3 2023 | 22 |
ACWI | ISHARES TR | 12 | 10 | 0.02% | 0.10% | 0.27% | Q2 2017 | Q3 2023 | 22 |
EL | LAUDER ESTEE COS INC | 19 | 3 | 0.05% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 22 |
SPGI | S&P GLOBAL INC | 19 | 1 | 0.04% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 22 |
CCI | CROWN CASTLE INTL CORP... | 12 | 10 | 0.02% | 0.06% | 0.10% | Q4 2017 | Q2 2023 | 22 |
DFS | DISCOVER FINL SVCS | 16 | 5 | 0.05% | 0.18% | 0.32% | Q4 2013 | Q3 2020 | 21 |
CMCSA | COMCAST CORP NEW | 17 | 4 | 0.02% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 21 |
TLT | ISHARES TR | 13 | 1 | 0.11% | 6.32% | 14.11% | Q4 2017 | Q3 2023 | 20 |
USCR | U S CONCRETE INC | 13 | 7 | 0.24% | 1.78% | 5.04% | Q2 2016 | Q2 2021 | 20 |
MINT | PIMCO ETF TR | 20 | 20 | 0.04% | 1.25% | 5.70% | Q4 2018 | Q3 2023 | 20 |
NKE | NIKE INC | 14 | 1 | 0.06% | 0.13% | 0.35% | Q4 2017 | Q3 2023 | 20 |
SDY | SPDR SER TR | 6 | 3 | 0.03% | 1.27% | 12.02% | Q4 2013 | Q3 2021 | 19 |
CVS | CVS HEALTH CORP | 15 | 1 | 0.05% | 0.16% | 0.69% | Q4 2017 | Q3 2023 | 19 |
FLWS | FLWS/1-800 FLOWERS | 19 | 19 | 0.04% | 0.14% | 0.26% | Q4 2013 | Q2 2018 | 19 |
SGOL | ABRDN GOLD ETF TRUST | 19 | 19 | 0.04% | 0.10% | 0.25% | Q1 2019 | Q3 2023 | 19 |
HUSA | HOUSTON AMERN ENERGY CORP | 14 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2020 | 19 |
TSLA | TESLA MTRS INC | 14 | 1 | 0.05% | 0.15% | 0.26% | Q4 2014 | Q3 2023 | 18 |
WFC | WELLS FARGO CO NEW | 11 | 1 | 0.06% | 0.11% | 0.28% | Q4 2015 | Q3 2023 | 18 |
ED | CONSOLIDATED EDISON INC | 12 | 1 | 0.04% | 0.10% | 0.13% | Q4 2014 | Q1 2021 | 18 |
BSCK | CLAYMORE EXCHANGE TRD ... | 17 | 17 | 0.09% | 4.75% | 7.40% | Q1 2014 | Q1 2018 | 17 |
DXJ | WISDOMTREE TR | 11 | 1 | 1.37% | 4.39% | 10.57% | Q4 2013 | Q3 2018 | 17 |
VPL | VANGUARD INTL EQUITY I... | 17 | 17 | 1.73% | 3.25% | 4.26% | Q1 2016 | Q1 2020 | 17 |
PDBC | INVESCO ACTVELY MNGD E... | 8 | 2 | 0.04% | 2.22% | 7.15% | Q2 2018 | Q3 2023 | 17 |
IJH | ISHARES TR | 11 | 6 | 0.03% | 1.47% | 4.42% | Q1 2017 | Q3 2023 | 17 |
BOTZ | GLOBAL X FDS | 17 | 17 | 0.03% | 0.10% | 0.20% | Q1 2018 | Q1 2022 | 17 |
MMM | 3M CO | 12 | 2 | 0.02% | 0.07% | 0.12% | Q4 2016 | Q3 2023 | 17 |
GSAT | GLOBALSTAR INC | 7 | 1 | 0.00% | 0.01% | 0.09% | Q2 2014 | Q3 2023 | 17 |
VNQ | VANGUARD INDEX FDS | 16 | 16 | 0.54% | 1.68% | 3.21% | Q1 2016 | Q4 2019 | 16 |
IUSG | ISHARES TR | 8 | 3 | 0.04% | 1.50% | 4.89% | Q2 2017 | Q3 2023 | 16 |
VCSH | VANGUARD SCOTTSDALE FDS | 12 | 2 | 0.05% | 1.47% | 4.11% | Q4 2013 | Q1 2023 | 16 |
CELG | CELGENE CORP | 12 | 1 | 0.06% | 0.14% | 0.24% | Q4 2013 | Q3 2019 | 16 |
AXON | AXON ENTERPRISE INC | 15 | 1 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 16 |
HEI | HEICO CORP NEW | 13 | 3 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 16 |
YUM | YUM BRANDS INC | 12 | 4 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 16 |
IEF | ISHARES TR | 15 | 15 | 1.59% | 6.51% | 11.70% | Q3 2018 | Q1 2022 | 15 |
VGK | VANGUARD INTL EQUITY I... | 12 | 3 | 0.42% | 4.90% | 9.04% | Q1 2016 | Q2 2020 | 15 |
BSCJ | CLAYMORE EXCHANGE TRD ... | 15 | 15 | 2.80% | 4.03% | 5.65% | Q1 2014 | Q3 2017 | 15 |
SPAB | SPDR SER TR | 8 | 7 | 0.23% | 3.04% | 6.11% | Q1 2015 | Q3 2023 | 15 |
VOO | VANGUARD INDEX FDS | 15 | 15 | 0.17% | 1.60% | 6.09% | Q1 2020 | Q3 2023 | 15 |
BKLN | POWERSHARES ETF TRUST II | 12 | 3 | 0.13% | 1.54% | 9.24% | Q4 2013 | Q3 2017 | 15 |
BOND | PIMCO ETF TR | 15 | 15 | 0.41% | 1.20% | 2.06% | Q1 2020 | Q3 2023 | 15 |
XLE | SELECT SECTOR SPDR TR | 5 | 2 | 0.02% | 1.11% | 3.30% | Q4 2017 | Q3 2023 | 15 |
NVDA | NVIDIA CORPORATION | 15 | 15 | 0.42% | 0.78% | 1.13% | Q1 2020 | Q3 2023 | 15 |
AVGO | BROADCOM INC | 15 | 15 | 0.26% | 0.41% | 0.60% | Q1 2020 | Q3 2023 | 15 |
KLAC | KLA CORPORATION | 15 | 15 | 0.14% | 0.36% | 0.65% | Q1 2020 | Q3 2023 | 15 |
LLY | LILLY ELI & CO | 15 | 15 | 0.23% | 0.36% | 0.57% | Q1 2020 | Q3 2023 | 15 |
RAD | RITE AID CORP | 10 | 5 | 0.00% | 0.04% | 0.12% | Q4 2013 | Q1 2019 | 15 |
VOOG | VANGUARD ADMIRAL FDS INC | 14 | 14 | 0.28% | 3.26% | 8.83% | Q2 2020 | Q3 2023 | 14 |
XLU | SELECT SECTOR SPDR TR | 9 | 5 | 0.09% | 3.10% | 6.10% | Q3 2018 | Q3 2022 | 14 |
USCI | UNITED STS COMMODITY I... | 11 | 1 | 0.02% | 1.25% | 7.93% | Q3 2014 | Q2 2021 | 14 |
ULTA | ULTA BEAUTY INC | 14 | 14 | 0.09% | 0.38% | 0.57% | Q2 2020 | Q3 2023 | 14 |
IGT | INTERNATIONAL GAME TEC... | 12 | 2 | 0.04% | 0.13% | 0.18% | Q3 2016 | Q3 2020 | 14 |
KBE | SPDR SER TR | 14 | 14 | 0.06% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
TSM | TAIWAN SEMICONDUCTOR M... | 14 | 14 | 0.07% | 0.10% | 0.17% | Q2 2020 | Q3 2023 | 14 |
ABBV | ABBVIE INC | 14 | 14 | 0.03% | 0.09% | 0.32% | Q2 2020 | Q3 2023 | 14 |
COST | COSTCO WHSL CORP NEW | 14 | 14 | 0.07% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
LULU | LULULEMON ATHLETICA INC | 14 | 14 | 0.06% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
ASML | ASML HOLDING N V | 14 | 14 | 0.03% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
ACN | ACCENTURE PLC IRELAND | 14 | 14 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
RMD | RESMED INC | 14 | 14 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
FDX | FEDEX CORP | 13 | 1 | 0.02% | 0.06% | 0.22% | Q1 2020 | Q3 2023 | 14 |
MTD | METTLER TOLEDO INTERNA... | 14 | 14 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
STE | STERIS PLC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
IEI | ISHARES TR | 13 | 13 | 0.03% | 2.05% | 7.05% | Q1 2019 | Q1 2022 | 13 |
ITOT | ISHARES TR | 13 | 13 | 0.06% | 0.45% | 0.77% | Q3 2020 | Q3 2023 | 13 |
SHOP | SHOPIFY INC | 9 | 4 | 0.03% | 0.10% | 0.19% | Q2 2020 | Q3 2023 | 13 |
HEDJ | WISDOMTREE TR | 12 | 12 | 1.88% | 3.83% | 6.61% | Q1 2015 | Q4 2017 | 12 |
IGM | ISHARES TR | 12 | 12 | 0.04% | 1.83% | 5.10% | Q4 2020 | Q3 2023 | 12 |
AAXJ | ISHARES TR | 10 | 2 | 0.22% | 1.19% | 4.36% | Q3 2014 | Q3 2022 | 12 |
VIG | VANGUARD SPECIALIZED P... | 7 | 1 | 0.04% | 0.68% | 4.32% | Q4 2013 | Q3 2023 | 12 |
QCOM | QUALCOMM INC | 12 | 12 | 0.04% | 0.44% | 0.81% | Q1 2020 | Q4 2022 | 12 |
VTHR | VANGUARD SCOTTSDALE FDS | 8 | 4 | 0.08% | 0.24% | 0.67% | Q1 2015 | Q3 2018 | 12 |
BSJH | CLAYMORE EXCHANGE TRD ... | 12 | 12 | 0.12% | 0.16% | 0.22% | Q1 2014 | Q4 2016 | 12 |
CP | CANADIAN PAC RY LTD | 12 | 12 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q1 2023 | 12 |
COP | CONOCOPHILLIPS | 9 | 1 | 0.02% | 0.07% | 0.11% | Q2 2017 | Q2 2023 | 12 |
MOAT | VANECK VECTORS ETF TRUST | 12 | 12 | 0.05% | 0.07% | 0.11% | Q1 2019 | Q4 2021 | 12 |
ADSK | AUTODESK INC | 12 | 12 | 0.04% | 0.05% | 0.08% | Q3 2019 | Q2 2022 | 12 |
BMY | BRISTOL-MYERS SQUIBB CO | 5 | 1 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q2 2023 | 12 |
IRM | IRON MTN INC NEW | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
IXUS | ISHARES TR | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CTAS | CINTAS CORP | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
GLDG | GOLDMINING INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BSJG | CLAYMORE EXCHANGE TRD ... | 11 | 11 | 0.11% | 6.88% | 10.68% | Q1 2014 | Q3 2016 | 11 |
GM | GENERAL MTRS CO | 11 | 11 | 0.04% | 0.40% | 0.76% | Q4 2020 | Q2 2023 | 11 |
UBER | UBER TECHNOLOGIES INC | 8 | 3 | 0.02% | 0.18% | 0.53% | Q4 2020 | Q3 2023 | 11 |
AMP | AMERIPRISE FINL INC | 5 | 1 | 0.07% | 0.13% | 0.26% | Q4 2013 | Q3 2018 | 11 |
QQQ | INVESCO QQQ TR | 11 | 11 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
TGT | TARGET CORP | 7 | 4 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
IEFA | ISHARES TR | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
AGGY | WISDOMTREE TR | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
XXII | 22ND CENTY GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 11 |
SPLG | SPDR SER TR | 10 | 10 | 0.11% | 6.54% | 11.87% | Q2 2021 | Q3 2023 | 10 |
IAU | ISHARES GOLD TR | 10 | 10 | 3.71% | 6.34% | 10.90% | Q2 2021 | Q3 2023 | 10 |
BSCL | CLAYMORE EXCHANGE TRD ... | 10 | 10 | 2.66% | 3.25% | 3.98% | Q4 2015 | Q1 2018 | 10 |
BSCI | CLAYMORE EXCHANGE TRD ... | 10 | 10 | 0.10% | 1.63% | 3.49% | Q4 2015 | Q1 2018 | 10 |
IWF | ISHARES TR | 10 | 10 | 0.33% | 0.49% | 0.71% | Q2 2021 | Q3 2023 | 10 |
RTN | RAYTHEON CO | 5 | 5 | 0.07% | 0.39% | 0.83% | Q4 2013 | Q1 2018 | 10 |
WBMD | WEBMD HEALTH CORP | 10 | 10 | 0.18% | 0.29% | 0.44% | Q4 2013 | Q1 2016 | 10 |
NIO | NUVEEN MUN OPPORTUNITY... | 10 | 10 | 0.14% | 0.26% | 0.57% | Q4 2013 | Q1 2016 | 10 |
EBAY | EBAY INC. | 6 | 4 | 0.15% | 0.18% | 0.24% | Q4 2013 | Q3 2023 | 10 |
BTEGF | BAYTEX ENERGY CORP | 7 | 3 | 0.01% | 0.14% | 0.66% | Q4 2014 | Q3 2018 | 10 |
TWLO | TWILIO INC | 9 | 1 | 0.05% | 0.14% | 0.28% | Q1 2019 | Q1 2022 | 10 |
BCS | BARCLAYS PLC | 8 | 2 | 0.04% | 0.10% | 0.15% | Q2 2016 | Q2 2020 | 10 |
UTX | UNITED TECHNOLOGIES CORP | 9 | 1 | 0.07% | 0.08% | 0.09% | Q4 2016 | Q4 2019 | 10 |
GEMP | GEMPHIRE THERAPEUTICS INC | 10 | 10 | 0.01% | 0.06% | 0.14% | Q2 2017 | Q3 2019 | 10 |
ECR | ECLIPSE RES CORP | 8 | 2 | 0.01% | 0.05% | 0.19% | Q3 2014 | Q4 2018 | 10 |
IJR | ISHARES TR | 8 | 2 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 10 |
BDJ | BLACKROCK ENHANCED EQU... | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
DBC | POWERSHARES DB CMDTY I... | 9 | 9 | 2.23% | 2.68% | 2.99% | Q1 2016 | Q1 2018 | 9 |
XLY | SELECT SECTOR SPDR TR | 9 | 9 | 0.09% | 1.52% | 3.49% | Q3 2020 | Q3 2022 | 9 |
META | LISTED FD TR | 9 | 9 | 0.04% | 0.92% | 2.65% | Q3 2021 | Q3 2023 | 9 |
KWEB | KRANESHARES TR | 9 | 9 | 0.04% | 0.31% | 2.01% | Q3 2021 | Q3 2023 | 9 |
OTIS | OTIS WORLDWIDE CORP | 9 | 9 | 0.09% | 0.22% | 0.35% | Q2 2020 | Q2 2022 | 9 |
PDCE | PDC ENERGY INC | 9 | 9 | 0.03% | 0.22% | 0.35% | Q1 2021 | Q1 2023 | 9 |
SQ | SQUARE INC | 9 | 9 | 0.06% | 0.11% | 0.15% | Q1 2020 | Q1 2022 | 9 |
WMT | WAL-MART STORES INC | 5 | 1 | 0.02% | 0.10% | 0.29% | Q4 2013 | Q3 2023 | 9 |
BRKA | BERKSHIRE HATHAWAY INC... | 5 | 4 | 0.08% | 0.09% | 0.10% | Q1 2017 | Q3 2023 | 9 |
LUCID GROUP INC | 9 | 9 | 0.03% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 | |
ADBE | ADOBE SYSTEMS INCORPOR... | 8 | 1 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2022 | 9 |
SNAP | SNAP INC | 6 | 3 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q1 2022 | 9 |
LOW | LOWES COS INC | 5 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
NGD | NEW GOLD INC CDA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
SHY | ISHARES TR | 6 | 2 | 0.08% | 5.15% | 10.19% | Q3 2019 | Q3 2023 | 8 |
BSCM | CLAYMORE EXCHANGE TRD ... | 8 | 8 | 0.36% | 2.37% | 3.70% | Q2 2016 | Q1 2018 | 8 |
DVY | ISHARES TR | 5 | 3 | 0.06% | 1.93% | 4.18% | Q2 2017 | Q3 2019 | 8 |
HYS | PIMCO ETF TR | 6 | 2 | 0.29% | 1.71% | 5.81% | Q2 2015 | Q1 2022 | 8 |
AMLP | ALPS ETF TR | 8 | 8 | 0.09% | 0.24% | 0.54% | Q4 2016 | Q3 2018 | 8 |
MOS | MOSAIC CO NEW | 8 | 8 | 0.12% | 0.22% | 0.37% | Q1 2021 | Q4 2022 | 8 |
TDOC | TELADOC HEALTH INC | 8 | 8 | 0.02% | 0.20% | 0.50% | Q1 2020 | Q4 2021 | 8 |
F | FORD MTR CO DEL | 8 | 8 | 0.03% | 0.15% | 0.25% | Q1 2021 | Q4 2022 | 8 |
PLCE | CHILDRENS PL INC | 8 | 8 | 0.07% | 0.11% | 0.12% | Q4 2017 | Q3 2019 | 8 |
EEM | ISHARES TR | 7 | 1 | 0.07% | 0.10% | 0.26% | Q4 2013 | Q2 2018 | 8 |
MELI | MERCADOLIBRE INC | 8 | 8 | 0.07% | 0.09% | 0.12% | Q2 2020 | Q1 2022 | 8 |
STI | SUNTRUST BKS INC | 8 | 8 | 0.08% | 0.09% | 0.09% | Q4 2017 | Q3 2019 | 8 |
AMD | ADVANCED MICRO DEVICES... | 5 | 3 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 8 |
SO | SOUTHERN CO | 3 | 1 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q1 2021 | 8 |
RACE | FERRARI N V | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q1 2022 | 8 |
MRNA | MODERNA INC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 8 |
P3 HEALTH PARTNERS INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 | |
LYG | LLOYDS BANKING GROUP PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SHV | ISHARES TR | 7 | 7 | 0.08% | 6.61% | 11.57% | Q1 2022 | Q3 2023 | 7 |
IEMG | ISHARES INC | 7 | 7 | 1.28% | 4.22% | 6.82% | Q2 2020 | Q4 2021 | 7 |
IWB | ISHARES TR | 3 | 1 | 0.03% | 2.59% | 10.74% | Q4 2014 | Q3 2023 | 7 |
XLB | SELECT SECTOR SPDR TR | 7 | 7 | 0.14% | 2.04% | 3.36% | Q3 2020 | Q1 2022 | 7 |
XLF | SELECT SECTOR SPDR TR | 7 | 7 | 0.11% | 1.69% | 5.43% | Q2 2020 | Q4 2021 | 7 |
IGSB | ISHARES TR | 5 | 2 | 0.07% | 0.97% | 3.40% | Q4 2013 | Q1 2017 | 7 |
BIL | SPDR SERIES TRUST | 6 | 1 | 0.19% | 0.61% | 1.16% | Q1 2015 | Q4 2016 | 7 |
DOCU | DOCUSIGN INC | 7 | 7 | 0.18% | 0.38% | 0.64% | Q1 2020 | Q3 2021 | 7 |
ALL | ALLSTATE CORP | 7 | 7 | 0.14% | 0.25% | 0.31% | Q2 2020 | Q4 2021 | 7 |
DWDP | DOWDUPONT INC | 7 | 7 | 0.22% | 0.25% | 0.27% | Q3 2017 | Q1 2019 | 7 |
IFF | INTERNATIONAL FLAVORS&... | 7 | 7 | 0.09% | 0.23% | 0.33% | Q4 2020 | Q2 2022 | 7 |
DXCM | DEXCOM INC | 7 | 7 | 0.09% | 0.21% | 0.41% | Q1 2022 | Q3 2023 | 7 |
BDX | BECTON DICKINSON & CO | 4 | 1 | 0.06% | 0.18% | 0.35% | Q1 2014 | Q3 2020 | 7 |
LNC | LINCOLN NATL CORP IND | 7 | 7 | 0.10% | 0.14% | 0.21% | Q2 2020 | Q4 2021 | 7 |
BK | BANK NEW YORK MELLON CORP | 4 | 1 | 0.02% | 0.14% | 0.24% | Q1 2014 | Q4 2021 | 7 |
SPYG | SPDR SER TR | 7 | 7 | 0.09% | 0.14% | 0.19% | Q1 2022 | Q3 2023 | 7 |
HYXF | ISHARES TR | 7 | 7 | 0.07% | 0.10% | 0.14% | Q2 2020 | Q4 2021 | 7 |
RPAY | REPAY HLDGS CORP | 7 | 7 | 0.06% | 0.10% | 0.19% | Q1 2022 | Q3 2023 | 7 |
ROBO | EXCHANGE TRADED CONCEP... | 7 | 7 | 0.08% | 0.10% | 0.11% | Q1 2018 | Q3 2019 | 7 |
BSJI | CLAYMORE EXCHANGE TRD ... | 4 | 3 | 0.07% | 0.09% | 0.11% | Q1 2016 | Q4 2017 | 7 |
CRM | SALESFORCE INC | 6 | 1 | 0.02% | 0.07% | 0.22% | Q4 2020 | Q3 2022 | 7 |
GILD | GILEAD SCIENCES INC | 7 | 7 | 0.06% | 0.07% | 0.09% | Q1 2017 | Q3 2018 | 7 |
MOO | VANECK VECTORS ETF TR | 4 | 3 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q3 2019 | 7 |
SLB | SCHLUMBERGER LTD | 6 | 1 | 0.02% | 0.07% | 0.19% | Q2 2014 | Q3 2023 | 7 |
MAR | MARRIOTT INTL INC NEW | 4 | 1 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q4 2019 | 7 |
DBX | DROPBOX INC | 7 | 7 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q4 2021 | 7 |
RSP | INVESCO EXCHANGE TRADE... | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
ROKU | ROKU INC | 7 | 7 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q4 2021 | 7 |
FIVE | FIVE BELOW INC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q4 2021 | 7 |
CRWD | CROWDSTRIKE HLDGS INC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q1 2022 | 7 |
RTX | RTX CORPORATION | 4 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 7 |
AMRS | AMYRIS INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
SGOV | ISHARES TR | 5 | 1 | 0.14% | 6.50% | 10.50% | Q1 2021 | Q3 2023 | 6 |
SPTL | SPDR SER TR | 6 | 6 | 0.69% | 3.50% | 4.60% | Q2 2022 | Q3 2023 | 6 |
SOXX | ISHARES TR | 4 | 2 | 0.72% | 2.52% | 7.23% | Q3 2014 | Q3 2023 | 6 |
KRE | SPDR SER TR | 3 | 1 | 0.05% | 2.35% | 5.34% | Q2 2014 | Q3 2023 | 6 |
XLI | SELECT SECTOR SPDR TR | 6 | 6 | 0.16% | 2.28% | 4.15% | Q4 2020 | Q1 2022 | 6 |
DBC | INVESCO DB COMMDY INDX... | 6 | 6 | 1.42% | 2.22% | 4.56% | Q2 2018 | Q3 2019 | 6 |
EMB | ISHARES TR | 6 | 6 | 0.54% | 0.62% | 0.80% | Q3 2020 | Q4 2021 | 6 |
CI | THE CIGNA GROUP | 4 | 2 | 0.12% | 0.32% | 0.67% | Q1 2020 | Q3 2023 | 6 |
SHELL PLC | 6 | 6 | 0.11% | 0.25% | 0.53% | Q2 2022 | Q3 2023 | 6 | |
PEP | PEPSICO INC | 5 | 1 | 0.09% | 0.22% | 0.34% | Q4 2013 | Q4 2016 | 6 |
EMC | E M C CORP MASS | 6 | 6 | 0.12% | 0.18% | 0.23% | Q4 2013 | Q1 2015 | 6 |
C | CITIGROUP INC | 4 | 2 | 0.04% | 0.14% | 0.35% | Q4 2017 | Q2 2020 | 6 |
FTCH | FARFETCH LTD | 3 | 3 | 0.02% | 0.13% | 0.26% | Q2 2021 | Q3 2023 | 6 |
TWTR | TWITTER INC | 6 | 6 | 0.03% | 0.11% | 0.28% | Q4 2020 | Q1 2022 | 6 |
ISRG | INTUITIVE SURGICAL INC | 5 | 1 | 0.02% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 6 |
RETA | REATA PHARMACEUTICALS INC | 4 | 2 | 0.02% | 0.06% | 0.11% | Q1 2020 | Q3 2021 | 6 |
EXPENSIFY INC | 6 | 6 | 0.01% | 0.05% | 0.12% | Q2 2022 | Q3 2023 | 6 | |
RBLX | ROBLOX CORP | 6 | 6 | 0.04% | 0.05% | 0.09% | Q2 2021 | Q3 2022 | 6 |
VTV | VANGUARD INDEX FDS | 4 | 2 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 6 |
BHC | BAUSCH HEALTH COS INC | 6 | 6 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q4 2021 | 6 |
IVW | ISHARES TR | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
TJX | TJX COS INC NEW | 5 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 6 |
NSC | NORFOLK SOUTHN CORP | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
XLP | SELECT SECTOR SPDR TR | 5 | 5 | 6.07% | 6.42% | 6.98% | Q4 2018 | Q4 2019 | 5 |
SPTS | SPDR SER TR | 5 | 5 | 3.90% | 5.54% | 6.43% | Q3 2022 | Q3 2023 | 5 |
BIL | SPDR SER TR | 5 | 5 | 0.67% | 3.06% | 8.11% | Q3 2022 | Q3 2023 | 5 |
HEZU | ISHARES TR | 5 | 5 | 1.65% | 1.96% | 2.18% | Q4 2016 | Q4 2017 | 5 |
XON | INTREXON CORP | 5 | 5 | 0.89% | 1.53% | 3.01% | Q4 2013 | Q4 2014 | 5 |
SPDW | SPDR INDEX SHS FDS | 5 | 5 | 1.14% | 1.48% | 2.16% | Q3 2022 | Q3 2023 | 5 |
DJP | BARCLAYS BK PLC | 5 | 5 | 0.44% | 0.47% | 0.49% | Q1 2016 | Q1 2017 | 5 |
OMC | OMNICOM GROUP INC | 5 | 5 | 0.23% | 0.33% | 0.43% | Q4 2013 | Q4 2014 | 5 |
WPZ | WILLIAMS PARTNERS L P | 5 | 5 | 0.15% | 0.28% | 0.41% | Q4 2013 | Q4 2014 | 5 |
GOOGL | GOOGLE INC | 5 | 5 | 0.17% | 0.25% | 0.38% | Q4 2013 | Q4 2014 | 5 |
MHFI | MCGRAW HILL FINL INC | 5 | 5 | 0.15% | 0.24% | 0.37% | Q4 2013 | Q4 2014 | 5 |
FOVL | ISHARES TR | 5 | 5 | 0.13% | 0.21% | 0.32% | Q4 2020 | Q4 2021 | 5 |
VICTORIAS SECRET AND CO | 5 | 5 | 0.03% | 0.20% | 0.36% | Q3 2021 | Q3 2022 | 5 | |
NIO | NIO INC | 5 | 5 | 0.03% | 0.10% | 0.16% | Q4 2020 | Q4 2021 | 5 |
BLI | BERKELEY LTS INC | 5 | 5 | 0.01% | 0.10% | 0.22% | Q1 2021 | Q1 2022 | 5 |
BAM | BROOKFIELD ASSET MGMT INC | 5 | 5 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q4 2021 | 5 |
DFBG | DIFFERENTIAL BRANDS GR... | 3 | 2 | 0.02% | 0.08% | 0.18% | Q2 2016 | Q2 2018 | 5 |
AMT | AMERICAN TOWER CORP NEW | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
UPS | UNITED PARCEL SERVICE INC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
CME | CME GROUP INC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
HPQ | HP INC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
NTRS | NORTHERN TR CORP | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
TTD | THE TRADE DESK INC | 3 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 5 |
ZIOP | ZIOPHARM ONCOLOGY INC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q4 2014 | 5 |
OXY | OCCIDENTAL PETE CORP | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
ET | ENERGY TRANSFER LP | 4 | 1 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 5 |
CRNT | CERAGON NETWORKS LTD | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 5 |
DHXM | DHX MEDIA LTD | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2019 | 5 |
OEF | ISHARES TR | 4 | 4 | 7.84% | 8.72% | 10.00% | Q4 2013 | Q3 2014 | 4 |
XLRE | SELECT SECTOR SPDR TR | 4 | 4 | 2.51% | 3.51% | 4.68% | Q2 2021 | Q1 2022 | 4 |
EWJ | ISHARES | 4 | 4 | 0.08% | 2.86% | 6.04% | Q1 2015 | Q4 2015 | 4 |
SPTM | SPDR SER TR | 4 | 4 | 1.96% | 2.29% | 3.05% | Q4 2022 | Q3 2023 | 4 |
XLV | SELECT SECTOR SPDR TR | 2 | 1 | 0.02% | 1.16% | 4.53% | Q4 2016 | Q3 2023 | 4 |
SPTI | SPDR SER TR | 4 | 4 | 0.79% | 0.81% | 0.85% | Q4 2022 | Q3 2023 | 4 |
JPS | NUVEEN QUALITY PFD INC... | 4 | 4 | 0.30% | 0.40% | 0.49% | Q4 2013 | Q3 2014 | 4 |
NGG | NATIONAL GRID PLC | 2 | 1 | 0.08% | 0.37% | 0.72% | Q1 2015 | Q1 2017 | 4 |
HEFA | ISHARES TR | 4 | 4 | 0.19% | 0.25% | 0.29% | Q2 2015 | Q1 2016 | 4 |
MCK | MCKESSON CORP | 4 | 4 | 0.14% | 0.23% | 0.29% | Q2 2020 | Q1 2021 | 4 |
LNG | CHENIERE ENERGY INC | 4 | 4 | 0.06% | 0.21% | 0.29% | Q2 2022 | Q1 2023 | 4 |
BERY | BERRY GLOBAL GROUP INC | 4 | 4 | 0.16% | 0.18% | 0.19% | Q1 2021 | Q4 2021 | 4 |
EOG | EOG RES INC | 2 | 2 | 0.08% | 0.17% | 0.26% | Q2 2017 | Q2 2020 | 4 |
BSV | VANGUARD BD INDEX FD INC | 4 | 4 | 0.13% | 0.16% | 0.17% | Q4 2016 | Q3 2017 | 4 |
ABT | ABBOTT LABS | 2 | 2 | 0.04% | 0.14% | 0.23% | Q1 2014 | Q3 2023 | 4 |
HART | HARVARD APPARATUS REGE... | 4 | 4 | 0.04% | 0.13% | 0.19% | Q1 2014 | Q4 2014 | 4 |
EWJ | ISHARES INC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2017 | Q3 2018 | 4 |
OSH | OAK STR HEALTH INC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2021 | 4 |
CHK | CHESAPEAKE ENERGY CORP | 2 | 2 | 0.00% | 0.07% | 0.15% | Q2 2017 | Q1 2020 | 4 |
APU | AMERIGAS PARTNERS L P | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2017 | Q4 2017 | 4 |
XBI | SPDR SERIES TRUST | 4 | 4 | 0.06% | 0.07% | 0.07% | Q3 2017 | Q2 2018 | 4 |
PNC | PNC FINL SVCS GROUP INC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q3 2018 | 4 |
IWN | ISHARES TR | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 4 |
LVS | LAS VEGAS SANDS CORP | 3 | 1 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 4 |
VMW | VMWARE INC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q1 2021 | 4 |
MET | METLIFE INC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q4 2021 | 4 |
IEP | ICAHN ENTERPRISES LP | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 4 |
SCHD | SCHWAB STRATEGIC TR | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 4 |
DKNG | DRAFTKINGS INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
BX | BLACKSTONE INC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2022 | 4 |
DUK | DUKE ENERGY CORP NEW | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q1 2021 | 4 |
ROP | ROPER TECHNOLOGIES INC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 4 |
MSGE | MADISON SQUARE GRDN EN... | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
BXMT | BLACKSTONE MTG TR INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
AMGN | AMGEN INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
NK | NANTKWEST INC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q4 2020 | 4 |
IBRX | IMMUNITYBIO INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
AMJ | JPMORGAN CHASE & CO | 3 | 3 | 2.53% | 2.56% | 2.62% | Q1 2016 | Q3 2016 | 3 |
GDX | VANECK VECTORS ETF TR | 3 | 3 | 1.03% | 1.28% | 1.46% | Q2 2016 | Q4 2016 | 3 |
PAGP | PLAINS GP HLDGS L P | 3 | 3 | 0.47% | 0.67% | 0.84% | Q4 2013 | Q2 2014 | 3 |
TIP | ISHARES TR | 3 | 3 | 0.46% | 0.48% | 0.50% | Q2 2016 | Q4 2016 | 3 |
BATH & BODY WORKS INC | 3 | 3 | 0.40% | 0.43% | 0.45% | Q3 2021 | Q1 2022 | 3 | |
LB | L BRANDS INC | 3 | 3 | 0.04% | 0.33% | 0.52% | Q4 2020 | Q2 2021 | 3 |
YHOO | YAHOO INC | 3 | 3 | 0.30% | 0.32% | 0.37% | Q1 2015 | Q3 2015 | 3 |
GDXJ | MARKET VECTORS ETF TR | 3 | 3 | 0.21% | 0.26% | 0.31% | Q1 2014 | Q3 2014 | 3 |
BUD | ANHEUSER BUSCH INBEV S... | 3 | 3 | 0.22% | 0.24% | 0.28% | Q4 2013 | Q2 2014 | 3 |
HIG | HARTFORD FINL SVCS GRO... | 3 | 3 | 0.14% | 0.24% | 0.38% | Q4 2019 | Q2 2020 | 3 |
ECON | EGA EMERGING GLOBAL SH... | 3 | 3 | 0.18% | 0.22% | 0.28% | Q4 2013 | Q2 2014 | 3 |
SBNY | SIGNATURE BK NEW YORK N Y | 3 | 3 | 0.08% | 0.22% | 0.37% | Q1 2022 | Q3 2022 | 3 |
GOOG | GOOGLE INC | 3 | 3 | 0.14% | 0.21% | 0.24% | Q2 2014 | Q4 2014 | 3 |
HBAN | HUNTINGTON BANCSHARES INC | 3 | 3 | 0.12% | 0.19% | 0.24% | Q1 2021 | Q3 2021 | 3 |
STKS | THE ONE GROUP HOSPITAL... | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2020 | Q3 2020 | 3 |
SLV | ISHARES SILVER TRUST | 1 | 1 | 0.06% | 0.12% | 0.22% | Q4 2015 | Q2 2020 | 3 |
MNR | MONMOUTH REAL ESTATE I... | 3 | 3 | 0.07% | 0.09% | 0.11% | Q4 2019 | Q2 2020 | 3 |
SCHW | SCHWAB CHARLES CORP | 3 | 3 | 0.05% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
IIF | MORGAN STANLEY INDIA I... | 3 | 3 | 0.05% | 0.08% | 0.11% | Q4 2019 | Q2 2020 | 3 |
BND | VANGUARD BD INDEX FDS | 2 | 1 | 0.02% | 0.08% | 0.19% | Q4 2016 | Q2 2023 | 3 |
FOXA | FOX CORP | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2020 | Q3 2020 | 3 |
STRA | STRATEGIC ED INC | 3 | 3 | 0.03% | 0.06% | 0.09% | Q1 2020 | Q3 2020 | 3 |
ALC | ALCON AG | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q4 2020 | 3 |
SPYV | SPDR SER TR | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
PTON | PELOTON INTERACTIVE INC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2022 | 3 |
TERAWULF INC | 3 | 3 | 0.00% | 0.04% | 0.12% | Q1 2023 | Q3 2023 | 3 | |
DRYS | DRYSHIPS INC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q3 2014 | 3 |
GENI | GENIUS SPORTS LIMITED | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
SNOW | SNOWFLAKE INC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ZM | ZOOM VIDEO COMMUNICATI... | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 3 |
GH | GUARDANT HEALTH INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
VUG | VANGUARD INDEX FDS | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MFA | MFA FINL INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q4 2017 | 3 |
AKBA | AKEBIA THERAPEUTICS INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
VIAC | PARAMOUNT GLOBAL | 3 | 3 | 0.02% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
PLTR | PALANTIR TECHNOLOGIES INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
SBUX | STARBUCKS CORP | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 3 |
NUE | NUCOR CORP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
IWD | ISHARES TR | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
XERS | XERIS PHARMACEUTICALS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
UAVS | AGEAGLE AERIAL SYS INC... | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
MUX | MCEWEN MNG INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
BSTG | BIOSTAGE INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
BAC | BANK AMER CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
XOM | EXXON MOBIL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
XOM | EXXON MOBIL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
EUFN | ISHARES | 2 | 2 | 5.54% | 5.80% | 6.07% | Q1 2014 | Q2 2014 | 2 |
BSCN | CLAYMORE EXCHANGE TRD ... | 2 | 2 | 3.10% | 3.10% | 3.10% | Q4 2017 | Q1 2018 | 2 |
FIRST TR EXCHNG TRADED... | 2 | 2 | 0.84% | 0.98% | 1.12% | Q4 2021 | Q1 2022 | 2 | |
GDX | MARKET VECTORS ETF TR | 1 | 1 | 0.10% | 0.61% | 1.12% | Q4 2014 | Q1 2016 | 2 |
JETS | ETF SER SOLUTIONS | 2 | 2 | 0.06% | 0.49% | 0.93% | Q1 2021 | Q2 2021 | 2 |
GPRO | GOPRO INC | 2 | 2 | 0.30% | 0.34% | 0.38% | Q3 2014 | Q4 2014 | 2 |
JPST | J P MORGAN EXCHANGE-TR... | 1 | 1 | 0.11% | 0.30% | 0.48% | Q1 2021 | Q1 2023 | 2 |
ICSH | ISHARES TR | 1 | 1 | 0.11% | 0.27% | 0.44% | Q1 2021 | Q1 2023 | 2 |
CBI | CHICAGO BRIDGE & IRON ... | 1 | 1 | 0.07% | 0.24% | 0.40% | Q4 2013 | Q1 2017 | 2 |
SIX | SIX FLAGS ENTMT CORP NEW | 2 | 2 | 0.01% | 0.19% | 0.37% | Q2 2020 | Q3 2020 | 2 |
MMP | MAGELLAN MIDSTREAM PRT... | 1 | 1 | 0.16% | 0.16% | 0.17% | Q1 2014 | Q3 2014 | 2 |
FRPT | FRESHPET INC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q3 2015 | Q4 2015 | 2 |
PLUG | PLUG POWER INC | 2 | 2 | 0.10% | 0.14% | 0.18% | Q4 2021 | Q1 2022 | 2 |
CXP | COLUMBIA PPTY TR INC | 1 | 1 | 0.04% | 0.12% | 0.21% | Q4 2013 | Q2 2014 | 2 |
CLF | CLEVELAND-CLIFFS INC NEW | 2 | 2 | 0.04% | 0.12% | 0.20% | Q1 2022 | Q2 2022 | 2 |
DD | DUPONT DE NEMOURS INC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2019 | Q3 2019 | 2 |
TROX | TRONOX HOLDINGS PLC | 2 | 2 | 0.04% | 0.09% | 0.14% | Q1 2022 | Q2 2022 | 2 |
BSCI | INVESCO EXCH TRD SLF I... | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2018 | Q3 2018 | 2 |
VLO | VALERO ENERGY CORP NEW | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
PRGO | PERRIGO CO PLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2018 | Q2 2018 | 2 |
USB | US BANCORP DEL | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q2 2018 | 2 |
GDXJ | VANECK VECTORS ETF TR | 2 | 2 | 0.03% | 0.06% | 0.10% | Q2 2020 | Q3 2020 | 2 |
MMC | MARSH & MCLENNAN COS INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
DISCA | DISCOVERY INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
SMIN | ISHARES TR | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q2 2020 | 2 |
SIVB | SVB FINANCIAL GROUP | 2 | 2 | 0.03% | 0.06% | 0.08% | Q2 2022 | Q3 2022 | 2 |
SPHQ | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q2 2020 | 2 |
CANADIAN PACIFIC KANSA... | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 | |
KKR | KKR & CO INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
APH | AMPHENOL CORP NEW | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
FISV | FISERV INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
RPV | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
ELY | TOPGOLF CALLAWAY BRAND... | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
WMB | WILLIAMS COS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BST | BLACKROCK SCIENCE & TE... | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
FLOT | ISHARES TR | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
MHN | BLACKROCK MUNIHLDGS NY... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
HESM | HESS MIDSTREAM LP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ADVANCED MICRO DEVICES... | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 | |
EQIX | EQUINIX INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
CDXS | CODEXIS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
GSK PLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 | |
RAMBUS INC DEL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 | |
MYN | BLACKROCK MUNIYIELD N ... | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CRIS | CURIS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
FORE | FORESIGHT ACQUISITION ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
MCPIQ | MOLYCORP INC DEL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
GENI | GENIUS SPORTS LIMITED | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
USCR | U S CONCRETE INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
MSFT | MICROSOFT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
BSCO | CLAYMORE EXCHANGE TRD ... | 1 | 1 | 3.37% | 3.37% | 3.37% | Q1 2018 | Q1 2018 | 1 |
QLTA | ISHARES TR | 1 | 1 | 2.98% | 2.98% | 2.98% | Q2 2022 | Q2 2022 | 1 |
BSCN | INVESCO EXCH TRD SLF I... | 1 | 1 | 2.87% | 2.87% | 2.87% | Q2 2018 | Q2 2018 | 1 |
BSCL | INVESCO EXCH TRD SLF I... | 1 | 1 | 2.57% | 2.57% | 2.57% | Q2 2018 | Q2 2018 | 1 |
FNY | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 2.18% | 2.18% | 2.18% | Q4 2021 | Q4 2021 | 1 |
CQQQ | INVESCO EXCH TRADED FD... | 1 | 1 | 1.23% | 1.23% | 1.23% | Q4 2021 | Q4 2021 | 1 |
JNK | SPDR SERIES TRUST | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2013 | Q4 2013 | 1 |
WFCPRL | WELLS FARGO & CO NEW | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2013 | Q4 2013 | 1 |
BSCM | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2018 | Q2 2018 | 1 |
FRC | FIRST REP BK SAN FRANC... | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2020 | Q1 2020 | 1 |
FXI | ISHARES TR | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2020 | Q1 2020 | 1 |
UTXPRA | UNITED TECHNOLOGIES CORP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2013 | Q4 2013 | 1 |
LUMN | CENTURYLINK INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
AGN | ALLERGAN PLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2020 | Q1 2020 | 1 |
BAX | BAXTER INTL INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
GPS | GAP INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q1 2021 | 1 |
DD | DU PONT E I DE NEMOURS... | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2017 | Q2 2017 | 1 |
BP | BP PLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
HQY | HEALTHEQUITY INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
GHY | PRUDENTIAL GLB SHT DUR... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2015 | Q4 2015 | 1 |
KMI | KINDER MORGAN INC DEL | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
HAL | HALLIBURTON CO | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2014 | Q3 2014 | 1 |
TPX | TEMPUR SEALY INTL INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
HCHC | HC2 HLDGS INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
HOG | HARLEY DAVIDSON INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
FPE | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q4 2016 | 1 |
JRO | NUVEEN FLTNG RTE INCM ... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q4 2013 | 1 |
PCG | PG&E CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
MPC | MARATHON PETE CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
ALK | ALASKA AIR GROUP INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
PSX | PHILLIPS 66 | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
PRFZ | POWERSHARES ETF TRUST | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2016 | Q4 2016 | 1 |
GS | GOLDMAN SACHS GROUP INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
ERF | ENERPLUS CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
GPN | GLOBAL PMTS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
TFC | TRUIST FINL CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
VNDA | VANDA PHARMACEUTICALS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
CMG | CHIPOTLE MEXICAN GRILL... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
FNX | FIRST TR MID CAP CORE ... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
NOW | SERVICENOW INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
BSCH | CLAYMORE EXCHANGE TRD ... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
MTB | M & T BK CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
SMB | VANECK VECTORS ETF TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
VTEB | VANGUARD MUN BD FDS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
CLDR | CLOUDERA INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
ILMN | ILLUMINA INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
PWE | PENN WEST PETE LTD NEW | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
DOW | DOW INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
ENB | ENBRIDGE INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
KMX | CARMAX INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
QUAL | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
WORK | SLACK TECHNOLOGIES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
AMG | AFFILIATED MANAGERS GR... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
XME | SPDR SER TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
YCBD | CBDMD INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
H | HYATT HOTELS CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
ALGN | ALIGN TECHNOLOGY INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
MTCH | MATCH GROUP INC NEW | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
BOOT | BOOT BARN HLDGS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
PK | PARK HOTELS RESORTS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
SLRC | SOLAR CAP LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
COGENT COMM GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 | |
SONY | SONY GROUP CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
HEIA | HEICO CORP NEW | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
CRRSQ | CORP RES SVCS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
BYND | BEYOND MEAT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
APO | APOLLO GLOBAL MGMT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
ADVANCED MICRO DEVICES... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 | |
CE | CELANESE CORP DEL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
AZN | ASTRAZENECA PLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
AEO | AMERICAN EAGLE OUTFITT... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
CGC | CANOPY GROWTH CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
WELL | WELLTOWER INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
TOAST INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 | |
CCIV | CHURCHILL CAPITAL CORP IV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
VRTX | VERTEX PHARMACEUTICALS... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
STX | SEAGATE TECHNOLOGY HLD... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
VO | VANGUARD INDEX FDS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ZTS | ZOETIS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WAVX | WAVE SYSTEMS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
JCI | JOHNSON CTLS INTL PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BLK | BLACKROCK INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SAN | BANCO SANTANDER SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
SWK | STANLEY BLACK & DECKER... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AFL | AFLAC INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DPST | DIREXION SHS ETF TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ARCHER AVIATION INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 | |
AVCO | AVALON GLOBOCARE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ACB | AURORA CANNABIS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
AAPL | APPLE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AXON | AXON ENTERPRISE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MO | ALTRIA GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
JNJ | JOHNSON & JOHNSON | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
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The securities at the top of the list , including DISNEY WALT CO, MICROSOFT CORP, and AT&T INC, are the highest-conviction holdings of GM Advisory Group, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by GM Advisory Group, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that GM Advisory Group, LLC owns currently or has owned in the past.