372 is the total number of securities Allen Capital Group, LLC has owned. The longest Allen Capital Group, LLC has owned a single stock is 24 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 24 | 24 | 1.06% | 1.90% | 3.43% | Q4 2017 | Q3 2023 | 24 |
IVV | ISHARES TR | 24 | 24 | 0.31% | 0.69% | 1.69% | Q4 2017 | Q3 2023 | 24 |
MSFT | MICROSOFT CORP | 24 | 24 | 0.32% | 0.67% | 2.54% | Q4 2017 | Q3 2023 | 24 |
HD | HOME DEPOT INC COM | 24 | 24 | 0.20% | 0.63% | 1.84% | Q4 2017 | Q3 2023 | 24 |
GOOGL | ALPHABET INC | 24 | 24 | 0.40% | 0.61% | 0.85% | Q4 2017 | Q3 2023 | 24 |
AMZN | AMAZON INC | 24 | 24 | 0.19% | 0.50% | 1.71% | Q4 2017 | Q3 2023 | 24 |
CVX | CHEVRON CORP NEW COM | 24 | 24 | 0.19% | 0.41% | 0.66% | Q4 2017 | Q3 2023 | 24 |
IJH | ISHARES TR | 24 | 24 | 0.10% | 0.26% | 1.10% | Q4 2017 | Q3 2023 | 24 |
IJR | ISHARES TR | 24 | 24 | 0.14% | 0.22% | 0.39% | Q4 2017 | Q3 2023 | 24 |
SCHX | SCHWAB STRATEGIC TR | 20 | 3 | 1.40% | 4.95% | 11.45% | Q4 2017 | Q3 2023 | 23 |
SPLG | SPDR SER TR | 20 | 3 | 0.18% | 4.49% | 7.81% | Q4 2017 | Q3 2023 | 23 |
BRKB | BERKSHIRE HATHAWAY INC... | 20 | 3 | 2.12% | 4.06% | 6.00% | Q4 2017 | Q3 2023 | 23 |
NOBL | PROSHARES TR | 20 | 3 | 1.15% | 3.60% | 6.26% | Q4 2017 | Q3 2023 | 23 |
SPTS | SPDR SER TR | 20 | 3 | 0.06% | 2.16% | 4.94% | Q4 2017 | Q3 2023 | 23 |
T | AT&T INC | 20 | 3 | 0.04% | 1.74% | 3.21% | Q4 2017 | Q3 2023 | 23 |
SCHF | SCHWAB STRATEGIC TR | 20 | 3 | 0.10% | 1.21% | 4.32% | Q4 2017 | Q3 2023 | 23 |
SCHV | SCHWAB STRATEGIC TR | 20 | 3 | 0.34% | 0.95% | 2.12% | Q4 2017 | Q3 2023 | 23 |
DWX | SPDR INDEX SHS FDS | 20 | 3 | 0.42% | 0.88% | 1.53% | Q4 2017 | Q3 2023 | 23 |
SPDW | SPDR INDEX SHS FDS | 20 | 3 | 0.14% | 0.82% | 2.46% | Q4 2017 | Q3 2023 | 23 |
LW | LAMB WESTON HLDGS INC | 20 | 3 | 0.03% | 0.81% | 1.52% | Q4 2017 | Q3 2023 | 23 |
JNJ | JOHNSON & JOHNSON | 20 | 3 | 0.40% | 0.70% | 0.89% | Q4 2017 | Q3 2023 | 23 |
SCHE | SCHWAB STRATEGIC TR | 20 | 3 | 0.07% | 0.69% | 2.12% | Q4 2017 | Q3 2023 | 23 |
SCHA | SCHWAB STRATEGIC TR | 20 | 3 | 0.13% | 0.68% | 2.14% | Q4 2017 | Q3 2023 | 23 |
SCHD | SCHWAB STRATEGIC TR | 20 | 3 | 0.34% | 0.62% | 1.05% | Q4 2017 | Q3 2023 | 23 |
JPM | JPMORGAN CHASE & CO | 20 | 3 | 0.12% | 0.62% | 0.95% | Q4 2017 | Q3 2023 | 23 |
DGRW | WISDOMTREE TR | 20 | 3 | 0.11% | 0.61% | 2.62% | Q4 2017 | Q3 2023 | 23 |
WMT | WAL-MART STORES INC | 20 | 3 | 0.15% | 0.55% | 1.59% | Q4 2017 | Q3 2023 | 23 |
FB | META PLATFORMS INC | 20 | 3 | 0.11% | 0.51% | 1.50% | Q4 2017 | Q3 2023 | 23 |
DLN | WISDOMTREE TR | 20 | 3 | 0.36% | 0.49% | 0.62% | Q4 2017 | Q3 2023 | 23 |
SPEU | SPDR INDEX SHS FDS | 20 | 3 | 0.15% | 0.49% | 2.04% | Q4 2017 | Q3 2023 | 23 |
LMT | LOCKHEED MARTIN CORP | 20 | 3 | 0.13% | 0.40% | 0.75% | Q4 2017 | Q3 2023 | 23 |
GNR | SPDR INDEX SHS FDS | 20 | 3 | 0.18% | 0.39% | 0.68% | Q4 2017 | Q3 2023 | 23 |
XOM | EXXON MOBIL CORP | 20 | 3 | 0.14% | 0.38% | 0.74% | Q4 2017 | Q3 2023 | 23 |
DIS | DISNEY WALT CO | 20 | 3 | 0.09% | 0.34% | 1.26% | Q4 2017 | Q3 2023 | 23 |
TDIV | FIRST TR EXCHANGE-TRAD... | 20 | 3 | 0.15% | 0.32% | 0.61% | Q4 2017 | Q3 2023 | 23 |
VZ | VERIZON COMMUNICATIONS... | 20 | 3 | 0.11% | 0.31% | 1.14% | Q4 2017 | Q3 2023 | 23 |
O | REALTY INCOME CORP | 20 | 3 | 0.14% | 0.28% | 0.44% | Q4 2017 | Q3 2023 | 23 |
V | VISA INC | 20 | 3 | 0.09% | 0.28% | 0.42% | Q4 2017 | Q3 2023 | 23 |
SCHG | SCHWAB STRATEGIC TR | 20 | 3 | 0.07% | 0.26% | 0.75% | Q4 2017 | Q3 2023 | 23 |
MRK | MERCK & CO. INC | 20 | 3 | 0.12% | 0.26% | 0.40% | Q4 2017 | Q3 2023 | 23 |
UNP | UNION PACIFIC CORP | 20 | 3 | 0.12% | 0.26% | 1.56% | Q4 2017 | Q3 2023 | 23 |
BAC | BK OF AMERICA CORP | 20 | 3 | 0.13% | 0.26% | 0.47% | Q4 2017 | Q3 2023 | 23 |
PG | PROCTER & GAMBLE CO | 20 | 3 | 0.17% | 0.24% | 0.32% | Q4 2017 | Q3 2023 | 23 |
PSX | PHILLIPS 66 | 20 | 3 | 0.06% | 0.23% | 0.59% | Q4 2017 | Q3 2023 | 23 |
XLV | SELECT SECTOR SPDR TR | 20 | 3 | 0.08% | 0.16% | 0.32% | Q4 2017 | Q3 2023 | 23 |
CAT | CATERPILLAR INC DEL | 20 | 3 | 0.11% | 0.16% | 0.22% | Q4 2017 | Q3 2023 | 23 |
SPY | SPDR S&P 500 ETF TR | 20 | 3 | 0.01% | 0.15% | 2.00% | Q4 2017 | Q3 2023 | 23 |
WPC | WP CAREY INC | 20 | 3 | 0.06% | 0.14% | 0.24% | Q4 2017 | Q3 2023 | 23 |
SPY | SPDR S&P 500 ETF TR | 20 | 3 | 0.00% | 0.12% | 0.29% | Q4 2017 | Q3 2023 | 23 |
DUK | DUKE ENERGY CORP NEW | 20 | 3 | 0.05% | 0.10% | 0.17% | Q4 2017 | Q3 2023 | 23 |
ABT | ABBOTT LABS | 20 | 3 | 0.05% | 0.10% | 0.21% | Q4 2017 | Q3 2023 | 23 |
SPY | SPDR S&P 500 ETF TR | 19 | 3 | 0.30% | 1.82% | 7.59% | Q1 2018 | Q3 2023 | 22 |
MMP | MAGELLAN MIDSTREAM PRT... | 20 | 2 | 0.25% | 0.41% | 0.50% | Q4 2017 | Q2 2023 | 22 |
MO | ALTRIA GROUP INC | 19 | 3 | 0.04% | 0.38% | 0.91% | Q4 2017 | Q3 2023 | 22 |
NOC | NORTHROP GRUMMAN CORP | 19 | 3 | 0.04% | 0.10% | 0.18% | Q1 2018 | Q3 2023 | 22 |
GLD | SPDR GOLD TRUST | 12 | 3 | 0.04% | 0.09% | 0.22% | Q4 2017 | Q3 2023 | 22 |
SPSM | SPDR SER TR | 18 | 3 | 0.09% | 1.34% | 2.04% | Q2 2018 | Q3 2023 | 21 |
RYF | INVESCO EXCHANGE TRADE... | 18 | 3 | 0.52% | 0.87% | 1.44% | Q2 2018 | Q3 2023 | 21 |
RYT | INVESCO EXCHANGE TRADE... | 18 | 3 | 0.34% | 0.55% | 0.98% | Q2 2018 | Q3 2023 | 21 |
XLF | SELECT SECTOR SPDR TR | 9 | 3 | 0.04% | 0.08% | 0.11% | Q4 2017 | Q3 2023 | 21 |
RYU | INVESCO EXCHANGE TRADE... | 18 | 3 | 0.03% | 0.06% | 0.11% | Q2 2018 | Q3 2023 | 21 |
JPST | JP MORGAN EXCHANGE TRA... | 17 | 3 | 1.08% | 6.11% | 10.68% | Q3 2018 | Q3 2023 | 20 |
SPEM | SPDR INDEX SHS FDS | 17 | 3 | 0.08% | 1.41% | 1.91% | Q3 2018 | Q3 2023 | 20 |
SCHZ | SCHWAB STRATEGIC TR | 20 | 20 | 0.04% | 0.57% | 1.58% | Q4 2017 | Q3 2022 | 20 |
VWO | VANGUARD INTL EQUITY I... | 20 | 20 | 0.05% | 0.54% | 8.91% | Q4 2018 | Q3 2023 | 20 |
VEA | VANGUARD TAX-MANATGED ... | 20 | 20 | 0.16% | 0.45% | 3.29% | Q4 2018 | Q3 2023 | 20 |
BABA | ALIBABA GROUP HLDG LTD | 17 | 3 | 0.18% | 0.38% | 0.59% | Q3 2018 | Q3 2023 | 20 |
SGOL | ABRDN GOLD ETF TRUST | 16 | 3 | 1.27% | 2.58% | 4.22% | Q4 2018 | Q3 2023 | 19 |
QUAL | ISHARES TR | 16 | 3 | 0.14% | 0.35% | 0.88% | Q4 2018 | Q3 2023 | 19 |
IAGG | ISHARES TR | 16 | 3 | 0.05% | 0.34% | 0.52% | Q4 2018 | Q3 2023 | 19 |
INTC | INTEL CORP | 7 | 1 | 0.06% | 0.31% | 0.82% | Q4 2017 | Q3 2023 | 19 |
PRF | INVESCO EXCHANGE TRADE... | 16 | 3 | 0.18% | 0.27% | 0.32% | Q4 2018 | Q3 2023 | 19 |
BP | BP PLC | 16 | 3 | 0.06% | 0.23% | 0.63% | Q4 2018 | Q3 2023 | 19 |
BA | BOEING CO | 19 | 19 | 0.04% | 0.15% | 0.42% | Q4 2017 | Q2 2022 | 19 |
DSI | ISHARES TR | 16 | 3 | 0.07% | 0.11% | 0.14% | Q4 2018 | Q3 2023 | 19 |
SCHO | SCHWAB STRATEGIC TR | 18 | 18 | 0.04% | 3.34% | 7.23% | Q4 2017 | Q1 2022 | 18 |
CSCO | CISCO SYS INC | 15 | 3 | 0.07% | 0.57% | 0.88% | Q1 2019 | Q3 2023 | 18 |
MU | MICRON TECHNOLOGY INC | 15 | 3 | 0.04% | 0.23% | 0.49% | Q4 2018 | Q3 2023 | 18 |
HYG | ISHARES TR | 18 | 18 | 0.00% | 0.23% | 1.73% | Q1 2018 | Q2 2022 | 18 |
MCD | MCDONALDS CORP | 9 | 1 | 0.05% | 0.09% | 0.12% | Q4 2017 | Q3 2023 | 18 |
PM | PHILIP MORRIS INTL INC | 14 | 4 | 0.03% | 0.09% | 0.15% | Q4 2017 | Q2 2022 | 18 |
MDT | MEDTRONIC PLC | 18 | 18 | 0.04% | 0.08% | 0.12% | Q2 2018 | Q3 2022 | 18 |
SCHP | SCHWAB STRATEGIC TR | 12 | 2 | 0.08% | 1.31% | 1.86% | Q2 2018 | Q3 2023 | 17 |
EMLP | FIRST TR EXCHANGE-TRAD... | 14 | 3 | 0.04% | 0.74% | 2.15% | Q2 2019 | Q3 2023 | 17 |
MMM | 3M CO | 14 | 3 | 0.28% | 0.43% | 0.65% | Q2 2019 | Q3 2023 | 17 |
SCHW | THE CHARLES SCHWAB COR... | 14 | 3 | 0.08% | 0.31% | 0.73% | Q2 2019 | Q3 2023 | 17 |
PFE | PFIZER INC | 10 | 3 | 0.08% | 0.28% | 0.46% | Q1 2018 | Q3 2023 | 17 |
BX | BLACKSTONE INC | 13 | 3 | 1.04% | 1.34% | 1.61% | Q3 2019 | Q3 2023 | 16 |
SPMB | SPDR SER TR | 13 | 3 | 0.26% | 1.00% | 2.24% | Q3 2019 | Q3 2023 | 16 |
VYM | VANGUARD WHITEHALL FDS... | 10 | 3 | 0.08% | 0.51% | 0.73% | Q4 2017 | Q3 2023 | 16 |
IBM | INTERNATIONAL BUSINESS... | 7 | 3 | 0.13% | 0.37% | 0.62% | Q4 2017 | Q3 2023 | 16 |
EFAV | ISHARES TR | 16 | 16 | 0.05% | 0.20% | 0.32% | Q4 2018 | Q3 2022 | 16 |
AJG | GALLAGHER ARTHUR J & CO | 12 | 4 | 0.07% | 0.19% | 0.26% | Q4 2017 | Q4 2021 | 16 |
MA | MASTERCARD INCORPORATED | 16 | 16 | 0.04% | 0.18% | 0.28% | Q4 2017 | Q3 2021 | 16 |
CAG | CONAGRA BRANDS INC | 15 | 15 | 0.04% | 1.42% | 2.95% | Q4 2017 | Q2 2021 | 15 |
FBND | FIDELITY MERRIMACK STR TR | 12 | 3 | 0.21% | 0.82% | 2.11% | Q4 2019 | Q3 2023 | 15 |
MBB | ISHARES TR | 11 | 1 | 0.06% | 0.46% | 0.86% | Q3 2019 | Q3 2023 | 15 |
MTUM | ISHARES TR | 12 | 3 | 0.05% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 15 |
XYL | XYLEM INC | 11 | 3 | 0.27% | 0.47% | 0.71% | Q1 2020 | Q3 2023 | 14 |
DE | DEERE & CO | 11 | 3 | 0.07% | 0.39% | 1.70% | Q1 2020 | Q3 2023 | 14 |
DWM | WISDOMTREE TR | 11 | 3 | 0.05% | 0.07% | 0.08% | Q1 2020 | Q3 2023 | 14 |
DGRO | ISHARES TR | 11 | 3 | 0.05% | 0.07% | 0.08% | Q1 2020 | Q3 2023 | 14 |
MDLZ | MONDELEZ INTL INC | 9 | 2 | 0.03% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 14 |
USMV | ISHARES TR | 12 | 1 | 0.04% | 4.30% | 6.34% | Q4 2019 | Q1 2023 | 13 |
SJNK | SPDR SER TR | 11 | 2 | 0.09% | 2.63% | 5.87% | Q1 2020 | Q2 2023 | 13 |
VNQ | VANGUARD INDEX FDS | 13 | 13 | 0.44% | 0.73% | 0.91% | Q3 2020 | Q3 2023 | 13 |
TSM | TAIWAN SEMICONDUCTOR M... | 10 | 3 | 0.15% | 0.39% | 0.65% | Q2 2020 | Q3 2023 | 13 |
CHL | CHINA MOBILE LIMITED | 13 | 13 | 0.11% | 0.31% | 0.52% | Q4 2017 | Q4 2020 | 13 |
VTI | VANGUARD TOTAL STOCK M... | 12 | 1 | 0.12% | 0.28% | 1.54% | Q4 2017 | Q4 2022 | 13 |
SCHR | SCHWAB STRATEGIC TR | 6 | 3 | 0.03% | 0.26% | 1.33% | Q4 2017 | Q3 2023 | 13 |
SHW | SHERWIN WILLIAMS CO | 10 | 3 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 13 |
CAG | CONAGRA BRANDS INC | 13 | 13 | 0.00% | 0.08% | 0.29% | Q4 2017 | Q4 2020 | 13 |
LW | LAMB WESTON HLDGS INC | 10 | 3 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q2 2021 | 13 |
FIXD | FIRST TR EXCHNG TRADED... | 9 | 3 | 3.71% | 5.72% | 7.09% | Q3 2020 | Q3 2023 | 12 |
IQLT | ISHARES TR | 9 | 3 | 1.59% | 4.48% | 5.94% | Q3 2020 | Q3 2023 | 12 |
BBVA | BANCO BILBAO VIZCAYA A... | 12 | 12 | 0.75% | 1.81% | 3.43% | Q4 2017 | Q3 2020 | 12 |
HYG | ISHARES TR | 10 | 2 | 0.00% | 0.45% | 0.77% | Q1 2019 | Q3 2022 | 12 |
SCHH | SCHWAB STRATEGIC TR | 9 | 3 | 0.05% | 0.43% | 0.93% | Q2 2018 | Q3 2023 | 12 |
PEP | PEPSICO INC | 9 | 3 | 0.04% | 0.27% | 0.52% | Q2 2020 | Q3 2023 | 12 |
RWR | SPDR SER TR | 12 | 12 | 0.04% | 0.25% | 0.70% | Q3 2019 | Q2 2022 | 12 |
NVDA | NVIDIA CORPORATION | 6 | 3 | 0.05% | 0.21% | 0.53% | Q2 2020 | Q3 2023 | 12 |
AXP | AMERICAN EXPRESS CO | 10 | 2 | 0.04% | 0.17% | 0.24% | Q4 2017 | Q2 2021 | 12 |
MPC | MARATHON PETE CORP | 12 | 12 | 0.06% | 0.15% | 0.20% | Q4 2017 | Q3 2020 | 12 |
TSLA | TESLA INC | 9 | 3 | 0.07% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 12 |
UPS | UNITED PARCEL SERVICE INC | 7 | 2 | 0.06% | 0.09% | 0.15% | Q2 2018 | Q3 2023 | 12 |
SHYD | VANECK VECTORS ETF TR | 9 | 3 | 0.05% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 12 |
SBUX | STARBUCKS CORP | 12 | 12 | 0.04% | 0.07% | 0.22% | Q3 2020 | Q2 2023 | 12 |
KR | KROGER CO | 7 | 1 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 12 |
SRLN | SSGA ACTIVE ETF TR | 9 | 2 | 0.11% | 2.03% | 3.53% | Q3 2020 | Q2 2023 | 11 |
JEPI | J P MORGAN EXCHANGE-TR... | 8 | 3 | 0.69% | 1.37% | 2.10% | Q4 2020 | Q3 2023 | 11 |
KMI | KINDER MORGAN INC DEL | 8 | 3 | 0.02% | 0.14% | 0.39% | Q4 2020 | Q3 2023 | 11 |
BDX | BECTON DICKINSON & CO | 8 | 3 | 0.05% | 0.13% | 0.34% | Q4 2020 | Q3 2023 | 11 |
CMI | CUMMINS INC | 7 | 1 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 11 |
AGG | ISHARES TR | 5 | 1 | 0.00% | 1.57% | 15.34% | Q4 2017 | Q4 2022 | 10 |
MDYG | SPDR SER TR | 10 | 10 | 0.07% | 1.05% | 2.47% | Q4 2017 | Q1 2020 | 10 |
AMGN | AMGEN INC | 7 | 3 | 0.16% | 0.42% | 0.53% | Q1 2021 | Q3 2023 | 10 |
PYPL | PAYPAL HLDGS INC | 9 | 1 | 0.04% | 0.20% | 1.40% | Q3 2020 | Q3 2023 | 10 |
FANG | DIAMONDBACK ENERGY INC | 7 | 3 | 0.08% | 0.13% | 0.22% | Q1 2021 | Q3 2023 | 10 |
IUSG | ISHARES TR | 7 | 3 | 0.09% | 0.11% | 0.13% | Q1 2021 | Q3 2023 | 10 |
AMT | AMERICAN TOWER CORP NEW | 7 | 3 | 0.07% | 0.11% | 0.15% | Q1 2021 | Q3 2023 | 10 |
PFF | ISHARES TR | 7 | 3 | 0.02% | 0.06% | 0.13% | Q2 2019 | Q4 2021 | 10 |
CVY | INVESCO EXCHANGE TRADE... | 9 | 9 | 0.06% | 1.34% | 2.16% | Q2 2018 | Q2 2020 | 9 |
SPAB | SPDR SERIES TRUST | 9 | 9 | 0.32% | 0.65% | 1.64% | Q4 2017 | Q4 2019 | 9 |
SPYV | SPDR SER TR | 9 | 9 | 0.07% | 0.48% | 1.33% | Q2 2018 | Q2 2020 | 9 |
UL | UNILEVER PLC | 6 | 3 | 0.18% | 0.35% | 0.51% | Q2 2021 | Q3 2023 | 9 |
VLO | VALERO ENERGY CORP NEW | 9 | 9 | 0.23% | 0.28% | 0.37% | Q4 2017 | Q4 2019 | 9 |
SLYV | SPDR SERIES TRUST | 9 | 9 | 0.08% | 0.27% | 0.66% | Q4 2017 | Q4 2019 | 9 |
UNH | UNITEDHEALTH GROUP INC | 5 | 2 | 0.03% | 0.22% | 0.42% | Q4 2017 | Q3 2023 | 9 |
PAYX | PAYCHEX INC | 9 | 9 | 0.07% | 0.19% | 0.29% | Q4 2017 | Q4 2019 | 9 |
WSM | WILLIAMS SONOMA INC | 9 | 9 | 0.06% | 0.14% | 0.21% | Q4 2017 | Q4 2019 | 9 |
TROW | PRICE T ROWE GROUP INC | 9 | 9 | 0.04% | 0.12% | 0.24% | Q4 2019 | Q4 2021 | 9 |
BIDU | BAIDU INC | 9 | 9 | 0.06% | 0.10% | 0.16% | Q2 2019 | Q2 2021 | 9 |
WELL | WELLTOWER INC | 9 | 9 | 0.07% | 0.10% | 0.11% | Q4 2017 | Q4 2019 | 9 |
KMB | KIMBERLY CLARK CORP | 9 | 9 | 0.07% | 0.09% | 0.10% | Q4 2017 | Q4 2019 | 9 |
WFC | WELLS FARGO CO NEW | 6 | 3 | 0.04% | 0.07% | 0.09% | Q3 2018 | Q3 2022 | 9 |
SLV | ISHARES SILVER TRUST | 5 | 4 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q2 2020 | 9 |
DHR | DANAHER CORPORATION | 7 | 2 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2023 | 9 |
HON | HONEYWELL INTL INC | 3 | 1 | 0.03% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 9 |
BSJL | INVESCO EXCH TRD SLF I... | 8 | 8 | 1.97% | 4.20% | 6.26% | Q2 2018 | Q1 2020 | 8 |
ZHDG | TIDAL ETF TR | 5 | 3 | 2.44% | 3.32% | 4.82% | Q3 2021 | Q3 2023 | 8 |
BSJM | INVESCO EXCH TRD SLF I... | 8 | 8 | 1.05% | 1.83% | 2.51% | Q3 2018 | Q2 2020 | 8 |
GSY | INVESCO ACTIVELY MANAG... | 7 | 1 | 0.21% | 0.74% | 2.38% | Q4 2019 | Q1 2022 | 8 |
PRU | PRUDENTIAL FINL INC | 5 | 3 | 0.20% | 0.35% | 0.47% | Q3 2021 | Q3 2023 | 8 |
JD | JD.COM INC | 6 | 2 | 0.19% | 0.34% | 0.44% | Q2 2021 | Q2 2023 | 8 |
KO | COCA COLA CO | 6 | 1 | 0.04% | 0.16% | 0.24% | Q4 2017 | Q3 2023 | 8 |
WY | WEYERHAEUSER CO | 8 | 8 | 0.12% | 0.16% | 0.21% | Q4 2017 | Q3 2019 | 8 |
NTG | TORTOISE MLP FD INC | 8 | 8 | 0.01% | 0.14% | 0.20% | Q2 2018 | Q1 2020 | 8 |
RDSB | ROYAL DUTCH SHELL PLC | 8 | 8 | 0.08% | 0.13% | 0.15% | Q2 2018 | Q1 2020 | 8 |
NUE | NUCOR CORP | 5 | 3 | 0.08% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 8 |
ITA | ISHARES TR | 5 | 3 | 0.06% | 0.10% | 0.13% | Q3 2021 | Q3 2023 | 8 |
TCMD | TACTILE SYS TECHNOLOGY... | 5 | 1 | 0.05% | 0.08% | 0.10% | Q2 2018 | Q2 2021 | 8 |
SRCI | SRC ENERGY INC | 6 | 2 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q4 2019 | 8 |
BX | BLACKSTONE GROUP L P | 7 | 7 | 0.64% | 0.95% | 1.32% | Q4 2017 | Q2 2019 | 7 |
SHY | ISHARES TR | 3 | 1 | 0.04% | 0.94% | 3.21% | Q3 2020 | Q3 2023 | 7 |
GOOG | ALPHABET INC CAP STK | 4 | 1 | 0.07% | 0.39% | 2.04% | Q4 2017 | Q3 2023 | 7 |
EPD | ENTERPRISE PRODS PARTN... | 4 | 3 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 7 |
VXUS | VANGUARD STAR FDS | 6 | 1 | 0.03% | 0.06% | 0.17% | Q3 2018 | Q1 2022 | 7 |
JAAA | JANUS DETROIT STR TR | 3 | 3 | 1.94% | 3.10% | 3.85% | Q1 2022 | Q3 2023 | 6 |
MINT | PIMCO ETF TR | 3 | 1 | 0.09% | 1.06% | 2.37% | Q4 2019 | Q4 2022 | 6 |
BNDX | VANGUARD CHARLOTTE FDS | 6 | 6 | 0.03% | 0.44% | 0.71% | Q3 2020 | Q4 2021 | 6 |
AVGO | BROADCOM INC | 3 | 3 | 0.30% | 0.41% | 0.59% | Q1 2022 | Q3 2023 | 6 |
BKNG | BOOKING HOLDINGS INC | 3 | 3 | 0.19% | 0.21% | 0.24% | Q1 2022 | Q3 2023 | 6 |
KHC | KRAFT HEINZ CO | 6 | 6 | 0.09% | 0.16% | 0.20% | Q3 2019 | Q4 2020 | 6 |
IEMG | ISHARES INC | 3 | 1 | 0.03% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 6 |
PGX | INVESCO EXCHNG TRADED ... | 6 | 6 | 0.05% | 0.07% | 0.11% | Q2 2018 | Q3 2019 | 6 |
IVW | ISHARES TR | 4 | 1 | 0.04% | 0.07% | 0.08% | Q2 2019 | Q3 2023 | 6 |
CLF | CLEVELAND-CLIFFS INC NEW | 5 | 1 | 0.04% | 0.05% | 0.08% | Q3 2021 | Q1 2023 | 6 |
IBD | NORTHERN LTS FD TR IV | 3 | 3 | 0.03% | 0.05% | 0.05% | Q2 2021 | Q3 2023 | 6 |
PHILLIPS EDISON & CO INC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 6 | |
AGG | ISHARES TR | 6 | 6 | 0.00% | 0.04% | 0.21% | Q4 2020 | Q1 2022 | 6 |
XLU | SELECT SECTOR SPDR TR | 6 | 6 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q1 2022 | 6 |
VTEB | VANGUARD MUN BD FDS | 5 | 5 | 0.15% | 0.93% | 3.67% | Q3 2022 | Q3 2023 | 5 |
TOLZ | PROSHARES TR | 5 | 5 | 0.19% | 0.55% | 0.75% | Q4 2019 | Q4 2020 | 5 |
RYE | INVESCO EXCHANGE TRADE... | 5 | 5 | 0.09% | 0.40% | 0.75% | Q2 2018 | Q2 2019 | 5 |
SPIP | SPDR SER TR | 3 | 2 | 0.13% | 0.37% | 0.47% | Q2 2022 | Q3 2023 | 5 |
VOO | VANGUARD INDEX FDS | 4 | 1 | 0.04% | 0.16% | 0.41% | Q3 2018 | Q3 2023 | 5 |
GILD | GILEAD SCIENCES INC | 5 | 5 | 0.04% | 0.12% | 0.17% | Q2 2020 | Q2 2021 | 5 |
SDY | SPDR SER TR | 5 | 5 | 0.09% | 0.11% | 0.12% | Q1 2019 | Q1 2020 | 5 |
IFRA | ISHARES TR | 3 | 2 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 5 |
WMB | WILLIAMS COS INC | 3 | 1 | 0.05% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 5 |
PKW | INVESCO EXCHANGE TRADE... | 3 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 5 |
VIG | VANGUARD SPECIALIZED F... | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
AMMA | ALLIANCE MMA INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
SGOL | ETFS GOLD TR | 4 | 4 | 0.90% | 1.39% | 1.75% | Q4 2017 | Q3 2018 | 4 |
TSCO | TRACTOR SUPPLY CO | 3 | 1 | 0.31% | 0.34% | 0.38% | Q3 2022 | Q3 2023 | 4 |
WCN | WASTE CONNECTIONS INC | 4 | 4 | 0.26% | 0.29% | 0.31% | Q4 2017 | Q3 2018 | 4 |
LUMN | LUMEN TECHNOLOGIES INC | 4 | 4 | 0.18% | 0.29% | 0.33% | Q4 2021 | Q3 2022 | 4 |
FLOT | ISHARES TR | 4 | 4 | 0.08% | 0.20% | 0.24% | Q1 2019 | Q4 2019 | 4 |
XRX | XEROX CORP | 4 | 4 | 0.15% | 0.18% | 0.21% | Q4 2017 | Q3 2018 | 4 |
ORCL | ORACLE CORP | 3 | 1 | 0.04% | 0.12% | 0.19% | Q3 2019 | Q1 2021 | 4 |
JNK | SPDR SER TR | 4 | 4 | 0.03% | 0.11% | 0.19% | Q4 2021 | Q3 2022 | 4 |
EEFT | EURONET WORLDWIDE INC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2017 | Q3 2018 | 4 |
IAU | ISHARES GOLD TRUST | 4 | 4 | 0.05% | 0.08% | 0.11% | Q4 2017 | Q3 2018 | 4 |
ENPH | ENPHASE ENERGY INC | 3 | 1 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q1 2023 | 4 |
EHC | ENCOMPASS HEALTH CORP | 3 | 1 | 0.06% | 0.08% | 0.09% | Q2 2018 | Q4 2019 | 4 |
NEP | NEXTERA ENERGY PARTNER... | 2 | 1 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q4 2019 | 4 |
QEFA | SPDR INDEX SHS FDS | 4 | 4 | 0.04% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
ISMD | NORTHERN LTS FD TR IV | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2022 | 4 |
VB | VANGUARD INDEX FDS | 3 | 1 | 0.04% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 4 |
TGT | TARGET CORP | 3 | 1 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 4 |
RCS | PIMCO STRATEGIC INCOME... | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2018 | 4 |
PFF | ISHARES TR | 2 | 2 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q4 2021 | 4 |
NU HLDGS LTD | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 4 | |
RMO | ROMEO POWER INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
OPGN | OPGEN INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
FAUG | FIRST TR EXCHNG TRADED... | 2 | 1 | 1.90% | 2.60% | 3.51% | Q3 2022 | Q2 2023 | 3 |
SHV | ISHARES TR | 3 | 3 | 1.54% | 1.62% | 1.68% | Q1 2023 | Q3 2023 | 3 |
GBIL | GOLDMAN SACHS ETF TR | 3 | 3 | 0.32% | 0.77% | 1.01% | Q1 2023 | Q3 2023 | 3 |
STIP | ISHARES TR | 2 | 1 | 0.62% | 0.74% | 0.83% | Q2 2018 | Q4 2022 | 3 |
DFAT | DIMENSIONAL ETF TRUST | 3 | 3 | 0.46% | 0.47% | 0.48% | Q1 2023 | Q3 2023 | 3 |
FNDE | SCHWAB STRATEGIC TR | 3 | 3 | 0.34% | 0.35% | 0.35% | Q1 2023 | Q3 2023 | 3 |
QQQ | INVESCO QQQ TR | 2 | 1 | 0.20% | 0.33% | 0.57% | Q4 2022 | Q3 2023 | 3 |
JMST | J P MORGAN EXCHANGE-TR... | 3 | 3 | 0.19% | 0.23% | 0.31% | Q1 2022 | Q3 2022 | 3 |
DG | DOLLAR GEN CORP NEW | 3 | 3 | 0.19% | 0.21% | 0.23% | Q1 2023 | Q3 2023 | 3 |
BR | BROADRIDGE FINL SOLUTI... | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2023 | Q3 2023 | 3 |
SPYD | SPDR SERIES TRUST | 3 | 3 | 0.13% | 0.20% | 0.28% | Q2 2019 | Q4 2019 | 3 |
ALB | ALBEMARLE CORP | 3 | 3 | 0.16% | 0.20% | 0.26% | Q4 2017 | Q2 2018 | 3 |
SMG | SCOTTS MIRACLE GRO CO | 3 | 3 | 0.15% | 0.17% | 0.21% | Q4 2017 | Q2 2018 | 3 |
SWK | STANLEY BLACK & DECKER... | 3 | 3 | 0.14% | 0.16% | 0.19% | Q4 2017 | Q2 2018 | 3 |
INNOVATOR ETFS TR | 3 | 3 | 0.06% | 0.16% | 0.22% | Q1 2023 | Q3 2023 | 3 | |
AMLP | ALPS ETF TR | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
ESGE | ISHARES INC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q1 2022 | Q3 2022 | 3 |
FLV | AMERICAN CENTY ETF TR | 3 | 3 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
CRUS | CIRRUS LOGIC INC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q4 2017 | Q2 2018 | 3 |
DIMENSIONAL ETF TRUST | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 | |
TLT | ISHARES TR | 3 | 3 | 0.00% | 0.10% | 0.30% | Q3 2020 | Q1 2021 | 3 |
VTV | VANGUARD VALUE ETF | 2 | 1 | 0.03% | 0.10% | 0.22% | Q4 2022 | Q3 2023 | 3 |
VSAT | VIASAT INC | 3 | 3 | 0.07% | 0.10% | 0.12% | Q1 2020 | Q3 2020 | 3 |
SGOV | ISHARES TR | 2 | 1 | 0.06% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 3 |
FJUN | FIRST TR EXCHNG TRADED... | 2 | 1 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q1 2023 | 3 |
FVD | FIRST TR VALUE LINE DI... | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q3 2022 | 3 |
FJUL | FIRST TR EXCHNG TRADED... | 2 | 1 | 0.08% | 0.08% | 0.09% | Q3 2022 | Q2 2023 | 3 |
FTCS | FIRST TR EXCHANGE-TRAD... | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q3 2022 | 3 |
RDVY | FIRST TR EXCHANGE-TRAD... | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q3 2022 | 3 |
VUG | VANGUARD INDEX FDS | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
DVN | DEVON ENERGY CORP NEW | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
SLB | SCHLUMBERGER LTD | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
BOND | PIMCO ETF TR | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
XLE | SELECT SECTOR SPDR TR | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
PSQ | PROSHARES TR | 2 | 1 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q2 2023 | 3 |
QQQ | INVESCO QQQ TR | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q2 2023 | 3 |
HEPA | HEPION PHARMACEUTICALS... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
NIOCORP DEVS LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 | |
SJNK | SPDR SER TR | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 3 |
BSJK | INVESCO EXCH TRD SLF I... | 2 | 2 | 5.04% | 5.32% | 5.61% | Q2 2018 | Q3 2018 | 2 |
BSJJ | INVESCO EXCH TRD SLF I... | 2 | 2 | 4.45% | 5.00% | 5.55% | Q2 2018 | Q3 2018 | 2 |
BSJK | CLAYMORE EXCHANGE TRD ... | 2 | 2 | 4.51% | 4.95% | 5.38% | Q4 2017 | Q1 2018 | 2 |
BSJJ | CLAYMORE EXCHANGE TRD ... | 2 | 2 | 4.55% | 4.94% | 5.32% | Q4 2017 | Q1 2018 | 2 |
CVY | CLAYMORE EXCHANGE TRD ... | 2 | 2 | 2.38% | 2.66% | 2.94% | Q4 2017 | Q1 2018 | 2 |
UITB | VICTORY PORTFOLIOS II | 2 | 2 | 1.51% | 2.44% | 3.36% | Q2 2023 | Q3 2023 | 2 |
TLT | ISHARES TR | 2 | 2 | 0.00% | 2.24% | 4.47% | Q4 2020 | Q1 2021 | 2 |
RYF | RYDEX ETF TRUST | 2 | 2 | 1.62% | 1.79% | 1.95% | Q4 2017 | Q1 2018 | 2 |
IEF | ISHARES TR | 1 | 1 | 0.06% | 1.73% | 3.40% | Q4 2017 | Q3 2020 | 2 |
RYT | RYDEX ETF TRUST | 2 | 2 | 1.07% | 1.18% | 1.28% | Q4 2017 | Q1 2018 | 2 |
CORP | PIMCO ETF TR | 2 | 2 | 0.96% | 1.03% | 1.10% | Q4 2017 | Q1 2018 | 2 |
PGX | POWERSHARES ETF TR II | 2 | 2 | 0.92% | 0.94% | 0.96% | Q4 2017 | Q1 2018 | 2 |
BKLN | INVESCO EXCHNG TRADED ... | 2 | 2 | 0.84% | 0.88% | 0.91% | Q2 2018 | Q3 2018 | 2 |
USTB | VICTORY PORTFOLIOS II | 2 | 2 | 0.83% | 0.83% | 0.83% | Q1 2023 | Q2 2023 | 2 |
RYE | RYDEX ETF TRUST | 2 | 2 | 0.72% | 0.81% | 0.90% | Q4 2017 | Q1 2018 | 2 |
DXJS | WISDOMTREE TR | 2 | 2 | 0.41% | 0.41% | 0.41% | Q4 2017 | Q1 2018 | 2 |
ULST | SSGA ACTIVE ETF TR | 2 | 2 | 0.35% | 0.38% | 0.42% | Q2 2021 | Q3 2021 | 2 |
HFXJ | INDEXIQ ETF TR | 2 | 2 | 0.37% | 0.38% | 0.38% | Q4 2017 | Q1 2018 | 2 |
SPYG | SPDR SERIES TRUST | 2 | 2 | 0.35% | 0.36% | 0.37% | Q3 2019 | Q4 2019 | 2 |
FTSL | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2018 | Q3 2018 | 2 |
DBC | POWERSHARES DB CMDTY I... | 2 | 2 | 0.13% | 0.15% | 0.17% | Q4 2017 | Q1 2018 | 2 |
RYU | RYDEX ETF TRUST | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2017 | Q1 2018 | 2 |
FS CREDIT OPPORTUNITIE... | 2 | 2 | 0.06% | 0.11% | 0.15% | Q2 2023 | Q3 2023 | 2 | |
UTX | UNITED TECHNOLOGIES CORP | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2018 | Q3 2018 | 2 |
BIIB | BIOGEN INC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q1 2021 | 2 |
REGI | RENEWABLE ENERGY GROUP... | 2 | 2 | 0.06% | 0.10% | 0.13% | Q3 2019 | Q4 2019 | 2 |
EQX | EQUINOX GOLD CORP | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2020 | Q3 2020 | 2 |
J P MORGAN EXCHANGE TR... | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 | |
FOXA | FOX CORP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 |
ETN | EATON CORP PLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q4 2019 | 2 |
GOLD | BARRICK GOLD CORPORATION | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
BNDW | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
FSEP | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q1 2023 | 2 |
XLI | SELECT SECTOR SPDR TR | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
CMCSA | COMCAST CORP NEW | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
ASML | ASML HOLDING N V | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
CASY | CASEYS GEN STORES INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
DVYE | ISHARES INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
XLU | SELECT SECTOR SPDR TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
JNK | SPDR SER TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
TBT | PROSHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 2 |
VEU | VANGUARD INTL EQUITY I... | 1 | 1 | 10.70% | 10.70% | 10.70% | Q4 2022 | Q4 2022 | 1 |
GSLC | GOLDMAN SACHS ETF TR | 1 | 1 | 10.70% | 10.70% | 10.70% | Q4 2022 | Q4 2022 | 1 |
TDTF | FLEXSHARES TR | 1 | 1 | 6.89% | 6.89% | 6.89% | Q4 2022 | Q4 2022 | 1 |
STPZ | PIMCO ETF TR | 1 | 1 | 6.16% | 6.16% | 6.16% | Q4 2022 | Q4 2022 | 1 |
DSTL | ETF SER SOLUTIONS | 1 | 1 | 4.75% | 4.75% | 4.75% | Q3 2023 | Q3 2023 | 1 |
BSV | VANGUARD BD INDEX FDS | 1 | 1 | 4.63% | 4.63% | 4.63% | Q4 2022 | Q4 2022 | 1 |
BSJL | CLAYMORE EXCHANGE TRD ... | 1 | 1 | 4.24% | 4.24% | 4.24% | Q1 2018 | Q1 2018 | 1 |
IWN | ISHARES TR | 1 | 1 | 3.60% | 3.60% | 3.60% | Q4 2022 | Q4 2022 | 1 |
AOK | ISHARES TR | 1 | 1 | 3.37% | 3.37% | 3.37% | Q4 2022 | Q4 2022 | 1 |
AOA | ISHARES TR | 1 | 1 | 2.34% | 2.34% | 2.34% | Q4 2022 | Q4 2022 | 1 |
CROX | CROCS INC | 1 | 1 | 2.25% | 2.25% | 2.25% | Q4 2021 | Q4 2021 | 1 |
FOCT | FIRST TR EXCHNG TRADED... | 1 | 1 | 1.44% | 1.44% | 1.44% | Q1 2023 | Q1 2023 | 1 |
VV | VANGUARD INDEX FDS | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2022 | Q4 2022 | 1 |
WM | WASTE MGMT INC DEL | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2021 | Q4 2021 | 1 |
TWTR | TWITTER INC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2021 | Q4 2021 | 1 |
SUB | ISHARES TR | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2022 | Q4 2022 | 1 |
EFA | ISHARES TR | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2022 | Q4 2022 | 1 |
USL | UNITED STS 12 MONTH OI... | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2017 | Q4 2017 | 1 |
BND | VANGUARD BD INDEX FDS | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2022 | Q4 2022 | 1 |
MMC | MARSH & MCLENNAN COS | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
FNDF | SCHWAB STRATEGIC TR | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2022 | Q4 2022 | 1 |
TJX | TJX COS INC NEW | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2021 | Q4 2021 | 1 |
AOM | ISHARES TR | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
OKE | ONEOK INC NEW | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
VTIP | VANGUARD MALVERN FDS | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
RSP | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
COST | COSTCO WHSL CORP NEW COM | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
RTX | RTX CORPORATION | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
TSN | TYSON FOODS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
BGS | B & G FOODS INC NEW | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
FDEC | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
SH | PROSHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
SPTI | SPDR SERIES TRUST | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
CEF | SPROTT PHYSICAL GOLD &... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
GDX | VANECK VECTORS ETF TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
AEP | AMERICAN ELEC PWR INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
BRKA | BERKSHIRE HATHAWAY INC... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
GTO | INVESCO ACTIVELY MANAG... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
BKLN | POWERSHARES ETF TRUST II | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
FLIR | FLIR SYS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
FNOV | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
WWJD | NORTHERN LTS FD TR IV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
TARGET CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 | |
SYK | STRYKER CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
AMLP | ALPS ETF TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
DBA | INVESCO DB MULTI-SECTO... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
INVESCO QQQ TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 | |
SHOP | SHOPIFY INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
HEAR | TURTLE BEACH CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
NTR | NUTRIEN LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
INVESCO QQQ TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 | |
VCIT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PHYS | SPROTT PHYSICAL GOLD TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
AMD | ADVANCED MICRO DEVICES... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
PSLV | SPROTT PHYSICAL SILVER TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
LLY | LILLY ELI & CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
NEM | NEWMONT CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SYNA | SYNAPTICS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
NKE | NIKE INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
HMY | HARMONY GOLD MINING CO... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
LOAN | MANHATTAN BRIDGE CAPIT... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
AXU | ALEXCO RESOURCE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
T | AT&T INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
TBT | PROSHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
INVESCO QQQ TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 | |
NTGRT | TORTOISE MLP FD INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
IEF | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
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The securities at the top of the list , including APPLE INC, ISHARES TR, and MICROSOFT CORP, are the highest-conviction holdings of Allen Capital Group, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Allen Capital Group, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Allen Capital Group, LLC owns currently or has owned in the past.