239 is the total number of securities Blue Edge Capital, LLC has owned. The longest Blue Edge Capital, LLC has owned a single stock is 40 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VUG | Vanguard Growth | 40 | 40 | 7.72% | 9.02% | 10.58% | Q4 2013 | Q3 2023 | 40 |
VTV | Vanguard Value | 40 | 40 | 6.52% | 8.86% | 10.43% | Q4 2013 | Q3 2023 | 40 |
VGK | Vanguard European | 40 | 40 | 1.75% | 5.35% | 9.19% | Q4 2013 | Q3 2023 | 40 |
VPL | Vanguard FTSE Pacific | 40 | 40 | 1.69% | 3.80% | 5.88% | Q4 2013 | Q3 2023 | 40 |
IJJ | iShares S&P Midcap 400... | 40 | 40 | 1.34% | 2.64% | 4.81% | Q4 2013 | Q3 2023 | 40 |
IJK | iShares S&P Midcap 400... | 40 | 40 | 1.98% | 2.50% | 3.44% | Q4 2013 | Q3 2023 | 40 |
SPY | SPDR S&P 500 | 40 | 40 | 0.61% | 1.40% | 2.68% | Q4 2013 | Q3 2023 | 40 |
UNH | Unitedhealth Group Inc | 40 | 40 | 0.73% | 1.17% | 2.01% | Q4 2013 | Q3 2023 | 40 |
MBB | iShares Barclays MBS Bond | 40 | 40 | 0.58% | 1.16% | 2.11% | Q4 2013 | Q3 2023 | 40 |
XOM | Exxon Mobil Corp | 40 | 40 | 0.45% | 1.10% | 2.40% | Q4 2013 | Q3 2023 | 40 |
V | Visa Inc | 40 | 40 | 0.66% | 0.88% | 1.19% | Q4 2013 | Q3 2023 | 40 |
SBUX | Starbucks Corp | 40 | 40 | 0.06% | 0.71% | 1.26% | Q4 2013 | Q3 2023 | 40 |
BLK | Blackrock Inc | 40 | 40 | 0.44% | 0.64% | 0.79% | Q4 2013 | Q3 2023 | 40 |
JNJ | Johnson & Johnson | 40 | 40 | 0.22% | 0.62% | 1.14% | Q4 2013 | Q3 2023 | 40 |
JPM | JP Morgan Chase & Co. | 40 | 40 | 0.36% | 0.54% | 0.68% | Q4 2013 | Q3 2023 | 40 |
QQQ | PowerShares QQQ Trust ... | 40 | 40 | 0.19% | 0.52% | 1.85% | Q4 2013 | Q3 2023 | 40 |
IBM | Intl Business Machines | 40 | 40 | 0.12% | 0.39% | 0.79% | Q4 2013 | Q3 2023 | 40 |
GE | General Electric Co | 40 | 40 | 0.10% | 0.34% | 1.07% | Q4 2013 | Q3 2023 | 40 |
IWV | iShares Russell 3000 | 40 | 40 | 0.14% | 0.19% | 0.25% | Q4 2013 | Q3 2023 | 40 |
PG | Procter & Gamble Co | 40 | 40 | 0.07% | 0.18% | 0.30% | Q4 2013 | Q3 2023 | 40 |
KO | Coca Cola Co | 40 | 40 | 0.13% | 0.17% | 0.24% | Q4 2013 | Q3 2023 | 40 |
ACWI | iShares MSCI ACWI | 40 | 40 | 0.06% | 0.15% | 0.28% | Q4 2013 | Q3 2023 | 40 |
MMM | 3M Co | 21 | 18 | 0.16% | 0.44% | 0.90% | Q4 2013 | Q3 2023 | 39 |
MGV | Vanguard World Fund Me... | 23 | 12 | 1.00% | 3.41% | 6.35% | Q2 2014 | Q3 2023 | 35 |
VCSH | Vanguard Short Term Co... | 26 | 9 | 0.46% | 1.99% | 4.06% | Q4 2013 | Q3 2023 | 35 |
IJT | iShares S&P Small-Cap ... | 35 | 35 | 0.13% | 1.57% | 2.28% | Q1 2015 | Q3 2023 | 35 |
HD | Home Depot Inc | 35 | 35 | 0.54% | 0.92% | 1.25% | Q1 2015 | Q3 2023 | 35 |
DIS | Disney Walt Co | 34 | 34 | 0.10% | 0.25% | 0.82% | Q2 2015 | Q3 2023 | 34 |
VWO | Vanguard Emerging Market | 33 | 33 | 1.84% | 4.15% | 6.82% | Q3 2015 | Q3 2023 | 33 |
GOOGL | Alphabet Inc Class A | 33 | 33 | 0.65% | 0.95% | 1.22% | Q3 2015 | Q3 2023 | 33 |
GOOG | Alphabet Inc Class C | 33 | 33 | 0.30% | 0.48% | 0.74% | Q3 2015 | Q3 2023 | 33 |
IEI | Ishares 3-7 Year Trery | 26 | 6 | 1.04% | 2.54% | 5.31% | Q3 2015 | Q3 2023 | 32 |
NEU | NEWMARKET CORP | 31 | 31 | 0.40% | 1.08% | 2.00% | Q1 2016 | Q3 2023 | 31 |
D | Dominion Res Inc Va Ne... | 31 | 31 | 0.15% | 0.40% | 0.65% | Q1 2016 | Q3 2023 | 31 |
MRK | Merck & Co Inc | 31 | 31 | 0.25% | 0.36% | 0.47% | Q1 2016 | Q3 2023 | 31 |
MDY | SPDR S&P Midcap 400 | 31 | 31 | 0.12% | 0.27% | 0.34% | Q1 2016 | Q3 2023 | 31 |
VT | Vanguard Total World S... | 29 | 2 | 0.11% | 0.22% | 0.50% | Q1 2015 | Q3 2023 | 31 |
COP | ConocoPhillips | 31 | 31 | 0.08% | 0.17% | 0.27% | Q1 2016 | Q3 2023 | 31 |
PSX | Phillips | 31 | 31 | 0.04% | 0.14% | 0.25% | Q1 2016 | Q3 2023 | 31 |
NUE | Nucor Corp | 31 | 31 | 0.07% | 0.13% | 0.19% | Q1 2016 | Q3 2023 | 31 |
NSC | Norfolk Southern Corp. | 24 | 6 | 0.07% | 0.27% | 1.22% | Q4 2013 | Q3 2023 | 30 |
PM | Philip Morris Intl | 27 | 3 | 0.05% | 0.09% | 0.15% | Q1 2016 | Q3 2023 | 30 |
IEUR | Ishares Core Msci Europe | 26 | 1 | 0.14% | 2.37% | 4.30% | Q4 2015 | Q3 2023 | 29 |
SCZ | iShares MSCI EAFE Smal... | 29 | 29 | 1.10% | 1.89% | 3.37% | Q4 2013 | Q4 2020 | 29 |
CAT | Caterpillar Inc | 29 | 29 | 0.41% | 0.55% | 0.78% | Q3 2016 | Q3 2023 | 29 |
AMZN | Amazon Com Inc | 28 | 28 | 0.93% | 1.81% | 3.25% | Q4 2016 | Q3 2023 | 28 |
AAPL | Apple Inc | 28 | 28 | 1.18% | 1.78% | 2.66% | Q4 2016 | Q3 2023 | 28 |
IJS | Ishares S&P Small Cap | 28 | 28 | 0.51% | 1.30% | 2.06% | Q4 2016 | Q3 2023 | 28 |
ALB | Albemarle Corp | 28 | 28 | 0.57% | 1.21% | 2.22% | Q4 2016 | Q3 2023 | 28 |
MCO | Moody's Corp | 28 | 28 | 0.40% | 0.62% | 1.04% | Q1 2014 | Q4 2020 | 28 |
IVW | Ishares S&P 500 Growth | 27 | 27 | 0.13% | 1.87% | 3.62% | Q1 2017 | Q3 2023 | 27 |
IEMG | iShares Core MSCI Emer... | 20 | 7 | 0.19% | 1.75% | 4.95% | Q4 2013 | Q3 2023 | 27 |
MSFT | Microsoft Corp | 26 | 26 | 0.43% | 1.05% | 1.49% | Q2 2017 | Q3 2023 | 26 |
WFC | Wells Fargo & Co. | 26 | 26 | 0.23% | 0.67% | 1.00% | Q4 2013 | Q1 2020 | 26 |
MA | Mastercard Inc. | 26 | 26 | 0.38% | 0.54% | 0.71% | Q2 2017 | Q3 2023 | 26 |
ABBV | Abbvie Inc | 26 | 26 | 0.07% | 0.13% | 0.19% | Q2 2017 | Q3 2023 | 26 |
EMLC | Mkt Vctrs J P Mrgn Em | 25 | 25 | 0.43% | 0.89% | 1.36% | Q2 2016 | Q2 2022 | 25 |
DE | Deere & Co | 24 | 24 | 0.37% | 0.74% | 1.19% | Q2 2017 | Q1 2023 | 24 |
CVX | Chevron Corp New Com | 24 | 24 | 0.06% | 0.10% | 0.15% | Q4 2017 | Q3 2023 | 24 |
VOO | Vanguard S&P 500 Etf | 23 | 23 | 0.08% | 0.46% | 0.76% | Q1 2018 | Q3 2023 | 23 |
BOND | Pimco Exch Traded Fund | 23 | 23 | 0.06% | 0.10% | 0.14% | Q1 2018 | Q3 2023 | 23 |
VIG | Vanguard Dividend Appr... | 15 | 7 | 0.72% | 2.36% | 3.83% | Q1 2016 | Q3 2023 | 22 |
PFF | iShares S&P US Preferr... | 22 | 22 | 0.67% | 1.43% | 1.94% | Q4 2013 | Q1 2019 | 22 |
HSY | Hershey Company | 21 | 1 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q3 2023 | 22 |
ABT | Abbott Laboratories | 21 | 21 | 0.07% | 0.12% | 0.15% | Q3 2018 | Q3 2023 | 21 |
ESGU | Ishares Msci Usa Esg | 20 | 20 | 0.11% | 1.15% | 1.73% | Q4 2018 | Q3 2023 | 20 |
EWC | iShares MSCI Canada | 15 | 5 | 0.07% | 1.11% | 1.58% | Q4 2013 | Q4 2019 | 20 |
VNQ | Vanguard REIT | 10 | 4 | 0.32% | 0.89% | 1.60% | Q3 2015 | Q3 2022 | 20 |
AAL | American Airlines | 20 | 20 | 0.39% | 0.73% | 1.14% | Q1 2014 | Q4 2018 | 20 |
IPAC | Ishares Core Msci | 20 | 20 | 0.15% | 0.55% | 1.28% | Q4 2018 | Q3 2023 | 20 |
SLB | Schlumberger Ltd | 20 | 20 | 0.12% | 0.30% | 0.70% | Q4 2013 | Q3 2018 | 20 |
ACWX | iShares MSCI ACWI EX US | 10 | 10 | 0.06% | 0.08% | 0.16% | Q2 2017 | Q2 2022 | 20 |
LMT | Lockheed Martin Corp | 19 | 19 | 0.33% | 0.54% | 0.61% | Q1 2016 | Q3 2020 | 19 |
EOG | EOG Resources Inc | 17 | 2 | 0.15% | 0.52% | 0.76% | Q1 2015 | Q1 2020 | 19 |
BAC | Bank of America Corp | 19 | 19 | 0.21% | 0.29% | 0.40% | Q1 2019 | Q3 2023 | 19 |
CMCSA | Comcast Corp New Cl A | 18 | 18 | 0.36% | 0.94% | 1.11% | Q4 2013 | Q1 2018 | 18 |
CELG | Celgene Corp. | 18 | 18 | 0.46% | 0.88% | 1.12% | Q4 2013 | Q1 2018 | 18 |
BBCA | JPMorgan BetaBuilders ... | 17 | 17 | 1.04% | 1.17% | 1.40% | Q3 2019 | Q3 2023 | 17 |
IVE | Ishares S&P 500 Value | 13 | 4 | 0.12% | 0.52% | 1.13% | Q4 2016 | Q3 2023 | 17 |
VGSH | Vanguard Short Term | 12 | 5 | 0.08% | 0.52% | 1.14% | Q1 2018 | Q4 2022 | 17 |
ESML | Ishrs Msci Usa Sml Cp | 17 | 17 | 0.13% | 0.46% | 0.67% | Q3 2019 | Q3 2023 | 17 |
ESGD | Ishares Msci Eafe Esg | 17 | 17 | 0.12% | 0.42% | 0.58% | Q3 2019 | Q3 2023 | 17 |
STIP | Ishares 0-5 Year Tips | 17 | 17 | 0.05% | 0.42% | 1.31% | Q4 2018 | Q4 2022 | 17 |
ESGE | Ishares Msci Em Esg | 17 | 17 | 0.08% | 0.23% | 0.35% | Q3 2019 | Q3 2023 | 17 |
MGK | Vanguard Mega Cap Growth | 16 | 16 | 1.69% | 3.13% | 4.79% | Q4 2019 | Q3 2023 | 16 |
LQD | iShares iBoxx Investme... | 12 | 4 | 0.98% | 1.60% | 2.62% | Q1 2015 | Q4 2020 | 16 |
XLF | SPDR Financial Sector | 6 | 2 | 0.39% | 1.04% | 1.45% | Q4 2013 | Q1 2022 | 15 |
AET | Aetna Inc New | 14 | 1 | 0.66% | 0.75% | 0.91% | Q4 2014 | Q3 2018 | 15 |
VTI | Vanguard Total Stock M... | 9 | 6 | 0.13% | 0.32% | 0.75% | Q4 2018 | Q3 2023 | 15 |
MKL | Markel Corp | 15 | 15 | 0.08% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
ORCL | Oracle Corp | 15 | 15 | 0.07% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
AMGN | Amgen Incorporated | 15 | 15 | 0.06% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
BRKB | Berkshire Hathaway B New | 14 | 1 | 0.05% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 15 |
DGRW | WISDOMTREE TRUST US DI... | 13 | 1 | 0.26% | 2.90% | 3.53% | Q4 2017 | Q3 2023 | 14 |
VBR | Vanguard Small Cap Value | 14 | 14 | 1.19% | 1.86% | 4.68% | Q4 2013 | Q1 2017 | 14 |
ORLY | O'Reilly Automotive Inc | 14 | 14 | 0.59% | 1.13% | 1.39% | Q4 2013 | Q1 2017 | 14 |
FB | Facebook Inc Class A | 14 | 14 | 0.50% | 0.87% | 1.05% | Q2 2015 | Q3 2018 | 14 |
NKE | Nike Inc Class B | 14 | 14 | 0.63% | 0.76% | 1.04% | Q4 2013 | Q1 2017 | 14 |
USFR | WISDOMTREE TRUST BLMBR... | 7 | 7 | 0.07% | 0.15% | 0.22% | Q2 2018 | Q3 2023 | 14 |
ANGL | VanEck Vectors Fallen ... | 13 | 13 | 0.76% | 0.99% | 1.43% | Q3 2020 | Q3 2023 | 13 |
GNR | Spdr S&P Global Natural | 10 | 3 | 0.38% | 0.68% | 1.13% | Q1 2018 | Q3 2023 | 13 |
MCD | McDonalds Corp | 11 | 1 | 0.04% | 0.11% | 0.53% | Q4 2013 | Q3 2023 | 13 |
WBA | WALGREENS BOOTS ALLIAN... | 13 | 13 | 0.05% | 0.07% | 0.11% | Q1 2020 | Q1 2023 | 13 |
Apple Inc | 12 | 12 | 1.02% | 1.34% | 1.63% | Q4 2013 | Q3 2016 | 12 | |
PGX | Invesco Preferred ETF | 12 | 12 | 0.91% | 1.13% | 1.44% | Q4 2019 | Q3 2022 | 12 |
SPTI | SPDR Barclays Intermed... | 12 | 12 | 0.74% | 1.08% | 1.39% | Q4 2013 | Q3 2016 | 12 |
American Intl Group | 12 | 12 | 0.59% | 0.75% | 0.82% | Q4 2013 | Q3 2016 | 12 | |
RWX | SPDR Dow Jones Interna... | 12 | 12 | 0.60% | 0.68% | 0.74% | Q4 2013 | Q3 2016 | 12 |
GILD | Gilead Sciences Inc | 12 | 12 | 0.41% | 0.68% | 0.88% | Q1 2014 | Q4 2016 | 12 |
MXI | iShares S&P Global Mat... | 6 | 6 | 0.30% | 0.67% | 0.87% | Q4 2015 | Q1 2022 | 12 |
CVS | Cvs/Caremark Corp | 8 | 4 | 0.23% | 0.38% | 0.51% | Q3 2015 | Q3 2020 | 12 |
MO | Altria Group Inc | 10 | 1 | 0.09% | 0.34% | 0.80% | Q4 2013 | Q1 2019 | 12 |
Amazon Com Inc | 9 | 2 | 0.71% | 1.08% | 1.60% | Q4 2013 | Q3 2016 | 11 | |
VSS | Vanguard FTSE All-Worl... | 11 | 11 | 0.33% | 0.88% | 1.52% | Q1 2021 | Q3 2023 | 11 |
CERN | Cerner Corp | 11 | 11 | 0.58% | 0.76% | 0.92% | Q4 2013 | Q2 2016 | 11 |
TSCO | Tractor Supply Company | 11 | 11 | 0.60% | 0.75% | 0.85% | Q4 2013 | Q2 2016 | 11 |
MAR | Marriott International... | 11 | 11 | 0.45% | 0.70% | 0.94% | Q1 2021 | Q3 2023 | 11 |
SHY | iShares Barclays 1-3 Y... | 7 | 4 | 0.13% | 0.58% | 1.14% | Q2 2014 | Q1 2023 | 11 |
SHW | Sherwin Williams Co | 11 | 11 | 0.54% | 0.57% | 0.62% | Q1 2016 | Q3 2018 | 11 |
BABA | Alibaba Group Hldg | 9 | 2 | 0.22% | 0.29% | 0.42% | Q2 2018 | Q1 2021 | 11 |
TFLO | ISHARES TRUST TRS FLT ... | 7 | 3 | 0.44% | 1.35% | 2.54% | Q2 2018 | Q3 2023 | 10 |
EMLP | First Trust North Amer... | 10 | 10 | 0.92% | 1.26% | 1.48% | Q3 2015 | Q4 2017 | 10 |
SJNK | Spdr Blmbrg Brcly Sht | 10 | 10 | 0.89% | 1.18% | 1.30% | Q4 2016 | Q1 2019 | 10 |
JUST | Goldman Sachs JUSt Us | 10 | 10 | 0.09% | 0.37% | 0.47% | Q2 2019 | Q3 2021 | 10 |
TOTL | Spdr Doubleline Ttl Rtrn | 10 | 10 | 0.05% | 0.07% | 0.12% | Q4 2018 | Q1 2021 | 10 |
EEM | iShares Tr MSCI Emergi... | 7 | 1 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q1 2022 | 10 |
DXJ | WisdomTree Japan Hedge... | 9 | 9 | 1.63% | 2.59% | 3.18% | Q4 2013 | Q4 2015 | 9 |
IJR | Ishares Core S&P Small | 9 | 9 | 0.64% | 0.92% | 1.09% | Q4 2020 | Q4 2022 | 9 |
AMLP | ALPS Alerian MLP | 7 | 2 | 0.74% | 0.90% | 1.24% | Q4 2013 | Q1 2019 | 9 |
UHS | Universal Health Svcs | 9 | 9 | 0.73% | 0.88% | 1.06% | Q4 2013 | Q4 2015 | 9 |
Bank of America Corp | 9 | 9 | 0.60% | 0.66% | 0.71% | Q4 2013 | Q4 2015 | 9 | |
SUSB | Ishares Esg 1 5 Yr Usd | 9 | 9 | 0.04% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
RYT | Rydex S&P Equal Weight... | 8 | 8 | 0.95% | 1.02% | 1.10% | Q1 2014 | Q4 2015 | 8 |
MLPA | Global X MLP ETF | 3 | 2 | 0.44% | 0.83% | 1.09% | Q1 2018 | Q3 2023 | 8 |
MOO | VanEck Vectors Agribus... | 8 | 8 | 0.37% | 0.71% | 0.96% | Q2 2021 | Q1 2023 | 8 |
EFIV | SPDR S AND P 500 ESG ETF | 8 | 8 | 0.52% | 0.56% | 0.60% | Q4 2021 | Q3 2023 | 8 |
FDX | FedEx Corp | 6 | 2 | 0.30% | 0.47% | 0.81% | Q1 2015 | Q1 2022 | 8 |
IXUS | iShares Core MSCI Tota... | 8 | 8 | 0.24% | 0.47% | 0.53% | Q4 2021 | Q3 2023 | 8 |
BA | Boeing Co | 8 | 8 | 0.26% | 0.44% | 0.74% | Q2 2018 | Q1 2020 | 8 |
CRM | SALESFORCE.COM INC | 8 | 8 | 0.21% | 0.30% | 0.44% | Q1 2019 | Q4 2020 | 8 |
HEDJ | WisdomTree Europe Hedg... | 7 | 7 | 2.24% | 4.06% | 6.06% | Q4 2013 | Q2 2015 | 7 |
TLH | iShares 10-20 Year Tre... | 7 | 7 | 1.39% | 2.07% | 2.82% | Q1 2019 | Q3 2020 | 7 |
FLRN | SPDR ICE BOFAML BLMBG ... | 7 | 7 | 0.30% | 1.80% | 2.93% | Q4 2017 | Q2 2019 | 7 |
HYS | Pimco 0-5 Year High Yi... | 7 | 7 | 0.98% | 1.18% | 1.45% | Q4 2013 | Q2 2015 | 7 |
HAP | Market Vectors RVE Har... | 7 | 7 | 0.76% | 0.89% | 1.00% | Q4 2013 | Q2 2015 | 7 |
IAU | Ishares Gold Etf | 4 | 3 | 0.50% | 0.75% | 0.95% | Q1 2016 | Q1 2021 | 7 |
GS | Goldman Sachs Group Inc | 7 | 7 | 0.32% | 0.47% | 0.64% | Q1 2017 | Q3 2018 | 7 |
GOOGL | Google Inc. | 7 | 7 | 0.30% | 0.42% | 0.70% | Q4 2013 | Q2 2015 | 7 |
INTC | Intel Corp | 7 | 7 | 0.23% | 0.28% | 0.36% | Q1 2019 | Q3 2020 | 7 |
VEU | VANGUARD INTL EQUITY I... | 6 | 1 | 0.14% | 0.28% | 0.76% | Q4 2018 | Q3 2022 | 7 |
MSCI | MSCI Inc. | 4 | 1 | 0.04% | 0.13% | 0.64% | Q4 2013 | Q3 2023 | 7 |
VRIG | Invesco Variable Rate ... | 7 | 7 | 0.08% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
MIDE | Xtrackers S&P MidCap 4... | 7 | 7 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
FDS | Factset Research Systems | 5 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 7 |
IEF | iShares 7-10 Year Trea... | 6 | 6 | 0.73% | 2.31% | 3.31% | Q2 2022 | Q3 2023 | 6 |
JPHY | JPMorgan High Yield Re... | 6 | 6 | 0.67% | 1.09% | 1.34% | Q4 2020 | Q1 2022 | 6 |
FTGC | First Trust Global Tac... | 4 | 2 | 0.88% | 0.97% | 1.08% | Q2 2014 | Q4 2016 | 6 |
PCLN | Priceline.com Inc | 6 | 6 | 0.50% | 0.96% | 1.14% | Q4 2013 | Q1 2015 | 6 |
XSOE | WisdomTree EmMkts ex-S... | 6 | 6 | 0.05% | 0.65% | 0.98% | Q4 2020 | Q1 2022 | 6 |
AIG | American Intl Group | 6 | 6 | 0.39% | 0.57% | 0.74% | Q4 2016 | Q1 2018 | 6 |
IGF | iShares S&P Global Inf... | 6 | 6 | 0.53% | 0.56% | 0.57% | Q1 2017 | Q2 2018 | 6 |
TGT | Target Corp | 6 | 6 | 0.35% | 0.49% | 0.66% | Q2 2022 | Q3 2023 | 6 |
F | Ford Motor Company | 6 | 6 | 0.43% | 0.47% | 0.51% | Q4 2013 | Q1 2015 | 6 |
GDX | Market Vectors Gold Mi... | 6 | 6 | 0.30% | 0.46% | 0.63% | Q3 2020 | Q4 2021 | 6 |
XLV | SPDR Healthcare Sector | 5 | 5 | 1.36% | 1.66% | 2.11% | Q4 2014 | Q4 2015 | 5 |
XLY | SPDR Consumer Discreti... | 5 | 5 | 1.46% | 1.54% | 1.65% | Q4 2014 | Q4 2015 | 5 |
VBK | Vanguard Small Cap Growth | 5 | 5 | 0.67% | 1.49% | 2.48% | Q4 2013 | Q4 2014 | 5 |
GUNR | FLEXSHARES MORNINGSTAR... | 5 | 5 | 0.77% | 0.83% | 0.90% | Q4 2018 | Q4 2019 | 5 |
NOV | National Oilwell Varco | 5 | 5 | 0.59% | 0.73% | 0.81% | Q4 2013 | Q4 2014 | 5 |
HYG | Ishares Iboxx High Yield | 5 | 5 | 0.47% | 0.52% | 0.57% | Q1 2016 | Q1 2017 | 5 |
LEMB | iShares JP Morgan EM L... | 5 | 5 | 0.31% | 0.52% | 0.68% | Q3 2022 | Q3 2023 | 5 |
DAL | Delta Air Lines Inc Del | 5 | 5 | 0.29% | 0.44% | 0.56% | Q1 2019 | Q1 2020 | 5 |
GOOG | Google Class C Share | 5 | 5 | 0.28% | 0.31% | 0.33% | Q2 2014 | Q2 2015 | 5 |
IP | International Paper Co | 3 | 1 | 0.04% | 0.17% | 0.25% | Q4 2013 | Q2 2021 | 5 |
XLE | SPDR Energy Select Sector | 4 | 4 | 1.00% | 1.45% | 1.96% | Q1 2016 | Q4 2016 | 4 |
FLOT | iShares Floating Rate ... | 4 | 4 | 1.24% | 1.41% | 1.50% | Q1 2022 | Q4 2022 | 4 |
Albemarle Corp | 3 | 1 | 0.14% | 1.02% | 1.43% | Q2 2014 | Q3 2016 | 4 | |
COF | Capital One Financial Cp | 4 | 4 | 0.91% | 0.93% | 0.95% | Q1 2014 | Q4 2014 | 4 |
COMT | iShares GSCI Cmd Dyn R... | 4 | 4 | 0.61% | 0.80% | 0.95% | Q1 2022 | Q4 2022 | 4 |
USRT | iShares Core U.S. Reit | 4 | 4 | 0.36% | 0.45% | 0.51% | Q4 2022 | Q3 2023 | 4 |
SPTM | SPDR Port S&P 1500 Com... | 4 | 4 | 0.17% | 0.20% | 0.27% | Q4 2022 | Q3 2023 | 4 |
ASG | Liberty All-Star Growth | 4 | 4 | 0.14% | 0.15% | 0.16% | Q2 2022 | Q1 2023 | 4 |
SIVB | SVB Financial Group | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
BIGZ | BLACKROCK INNOVAT AND ... | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q2 2023 | 4 |
DBEU | Deutsch X Trks Msci Erp | 3 | 3 | 3.67% | 4.42% | 5.22% | Q3 2015 | Q1 2016 | 3 |
EUSC | Wisdomtree TR Europe H... | 3 | 3 | 1.34% | 1.38% | 1.41% | Q1 2015 | Q3 2015 | 3 |
QUAL | Ishars Edg Msci Usa Qlty | 3 | 3 | 0.78% | 1.19% | 1.57% | Q1 2023 | Q3 2023 | 3 |
ASHR | Deutsche X-Trackers Ha... | 3 | 3 | 1.03% | 1.13% | 1.24% | Q4 2014 | Q2 2015 | 3 |
TIP | iShares Barclays TIP Bond | 3 | 3 | 0.93% | 0.97% | 1.03% | Q4 2016 | Q2 2017 | 3 |
PFFD | Global X US Preferred ETF | 2 | 1 | 0.76% | 0.80% | 0.88% | Q4 2022 | Q3 2023 | 3 |
PCY | PowerShares Emerging M... | 3 | 3 | 0.60% | 0.66% | 0.70% | Q1 2016 | Q3 2016 | 3 |
EUFN | Ishares Msci Europe | 3 | 3 | 0.62% | 0.63% | 0.64% | Q3 2017 | Q1 2018 | 3 |
DIA | SPDR Dow Jones Industr... | 3 | 3 | 0.49% | 0.55% | 0.58% | Q4 2020 | Q2 2021 | 3 |
PICB | PowerShares Internatio... | 3 | 3 | 0.44% | 0.45% | 0.46% | Q1 2014 | Q3 2014 | 3 |
HYXU | iShares Global Ex USD ... | 3 | 3 | 0.42% | 0.44% | 0.46% | Q1 2014 | Q3 2014 | 3 |
LOW | Lowes Cos Inc | 3 | 3 | 0.32% | 0.34% | 0.36% | Q1 2017 | Q3 2017 | 3 |
AKAM | Akamai Technologies | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2020 | Q4 2020 | 3 |
DHR | Danaher Corp | 3 | 3 | 0.10% | 0.11% | 0.11% | Q2 2020 | Q4 2020 | 3 |
ATVI | Activision Blizzard Inc | 3 | 3 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q4 2020 | 3 |
NOTV | Inotiv Inc | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
VTIP | Vanguard Short-Term In... | 2 | 2 | 1.06% | 1.09% | 1.12% | Q4 2021 | Q1 2022 | 2 |
BBRC | EGShares Beyond BRICS | 2 | 2 | 1.02% | 1.05% | 1.07% | Q2 2014 | Q3 2014 | 2 |
BKLN | Powershares Senior Loa... | 2 | 2 | 0.81% | 0.88% | 0.95% | Q4 2013 | Q1 2014 | 2 |
AMD | ADVANCED MICRO DEVICES... | 2 | 2 | 0.55% | 0.57% | 0.58% | Q2 2023 | Q3 2023 | 2 |
APA | Apache Corp | 2 | 2 | 0.46% | 0.53% | 0.60% | Q4 2016 | Q1 2017 | 2 |
TBF | Proshares Short 20Yr T... | 2 | 2 | 0.41% | 0.43% | 0.44% | Q1 2014 | Q2 2014 | 2 |
APC | Anadarko Petroleum Corp | 2 | 2 | 0.23% | 0.25% | 0.27% | Q2 2018 | Q3 2018 | 2 |
SCHW | CHARLES SCHWAB CORP | 2 | 2 | 0.22% | 0.23% | 0.23% | Q2 2018 | Q3 2018 | 2 |
BBJP | JPMorgan BetaBuilders ... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
GE HEALTHCARE TECHNOLO... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 | |
SDY | SPDR S&P Dividend | 1 | 1 | 3.18% | 3.18% | 3.18% | Q4 2013 | Q4 2013 | 1 |
EWJ | iShares MSCI Japan | 1 | 1 | 1.14% | 1.14% | 1.14% | Q1 2016 | Q1 2016 | 1 |
ELD | WisdomTree Emerging Ma... | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2013 | Q4 2013 | 1 |
GWW | Grainger W W Inc | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2013 | Q4 2013 | 1 |
ECON | EGShares Emerging Mark... | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2013 | Q4 2013 | 1 |
USHY | iShares Broad USD High... | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
QQQM | Invesco NASDAQ 100 ETF | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
BWX | SPDR Barclays Internat... | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2013 | Q4 2013 | 1 |
Vanguard Target Retire... | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2021 | Q2 2021 | 1 | |
Apache Corp | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2016 | Q3 2016 | 1 | |
LBTYK | Liberty Global Inc | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2015 | Q2 2015 | 1 |
VO | Vanguard Mid-Cap ETF | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
American Funds New Per... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 | |
American Fd Wa Mutual | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 | |
Vanguard 500 Index Adm... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 | |
SRLN | SSGA Active ETF TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
AAXJ | iShares MSCI All Count... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Vanguard Target Retire... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 | |
ITOT | iShares Core S&P Total... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Vanguard Target Retire... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 | |
Vanguard Target Retire... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 | |
FLTR | VanEck Investment Grd ... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
SLQD | iShares 0-5 Year Invmt... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
ICSH | iShares Ultra Short-Te... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
T Rowe Price Health | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 | |
Vanguard Div Growth Fd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 | |
ADP | Auto Data Processing | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
NEE | Nextera Energy Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
VSYS | Viscount Systems Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
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The securities at the top of the list , including Vanguard Growth, Vanguard Value, and Vanguard European, are the highest-conviction holdings of Blue Edge Capital, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Blue Edge Capital, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Blue Edge Capital, LLC owns currently or has owned in the past.