LGL PARTNERS, LLC holdings history

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339 is the total number of securities LGL PARTNERS, LLC has owned. The longest LGL PARTNERS, LLC has owned a single stock is 32 quarters.

LGL PARTNERS, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPY SPDR S&P 500 ETF TR32326.74%15.77%24.11%Q4 2015Q3 202332
IJH ISHARES TR32323.65%8.48%15.85%Q4 2015Q3 202332
IJR ISHARES TR32322.34%6.70%10.24%Q4 2015Q3 202332
EFA ISHARES TR32321.43%5.64%10.54%Q4 2015Q3 202332
IEMG ISHARES INC32320.07%3.55%7.03%Q4 2015Q3 202332
DVY ISHARES TR32320.56%2.83%5.79%Q4 2015Q3 202332
VEA VANGUARD TAX-MANAGED I...32320.45%2.66%5.88%Q4 2015Q3 202332
IEFA ISHARES TR32320.21%2.03%4.43%Q4 2015Q3 202332
MUB ISHARES TR32320.10%1.85%3.95%Q4 2015Q3 202332
GLD SPDR GOLD TRUST32320.08%0.87%7.03%Q4 2015Q3 202332
VIG VANGUARD SPECIALIZED P...32320.22%0.60%2.18%Q4 2015Q3 202332
VOO VANGUARD INDEX FDS32320.09%0.49%0.95%Q4 2015Q3 202332
IWM ISHARES TR32320.06%0.44%1.77%Q4 2015Q3 202332
IWR ISHARES TR32320.08%0.21%0.40%Q4 2015Q3 202332
IWB ISHARES TR32320.08%0.18%0.38%Q4 2015Q3 202332
IEV ISHARES TR32320.04%0.11%0.18%Q4 2015Q3 202332
IVV ISHARES TR2470.78%2.22%4.55%Q4 2015Q3 202331
VWO VANGUARD INTL EQUITY I...31310.16%1.57%3.04%Q4 2015Q2 202331
GDXJ VANECK VECTORS ETF TRUST30300.14%0.61%1.24%Q2 2016Q3 202330
DTN WISDOMTREE US DIVIDEND...1710.03%0.12%0.38%Q4 2015Q3 202330
VGSH VANGUARD SHORT-TERM TR...2710.05%0.41%0.88%Q4 2015Q3 202328
OEF ISHARES TR2070.31%2.52%3.68%Q4 2015Q3 202227
SHY ISHARES TR27270.03%0.39%1.34%Q4 2015Q2 202227
SPSB SPDR SHORT TERM CORPOR...27270.03%0.38%1.26%Q4 2015Q2 202227
AMZN AMAZON COM INC1970.14%0.75%2.07%Q4 2015Q3 202326
BRKB BERKSHIRE HATHAWAY INC...1970.18%0.39%0.84%Q4 2015Q3 202326
MSFT MICROSOFT CORP1970.13%0.31%0.56%Q4 2015Q3 202326
V VISA INC COM CL A1970.13%0.30%0.58%Q4 2015Q3 202326
FB META PLATFORMS INC CL A1970.05%0.29%0.71%Q4 2015Q3 202326
GOOG ALPHABET INC CAP STK CL C1970.08%0.19%0.46%Q4 2015Q3 202326
SBUX STARBUCKS CORP1970.06%0.15%0.32%Q4 2015Q3 202326
MCD MCDONALDS CORP1970.06%0.15%0.28%Q4 2015Q3 202326
AAPL APPLE INC1910.17%1.29%3.72%Q4 2015Q3 202325
MAR MARRIOTT INTL INC NEW1440.05%0.15%0.29%Q4 2015Q3 202325
IWF ISHARES TR1950.05%0.40%2.80%Q3 2017Q3 202324
DIS DISNEY WALT CO1950.10%0.25%0.54%Q4 2015Q3 202324
VTV VANGUARD INDEX FDS1580.33%4.21%12.77%Q2 2017Q3 202323
PG PROCTER & GAMBLE CO1940.05%0.16%0.29%Q4 2015Q3 202323
QQQ INVESCO QQQ TRUST22220.13%1.56%2.92%Q2 2018Q3 202322
EEM ISHARES TR1840.15%0.47%1.63%Q4 2015Q3 202322
SDY SPDR SER TR21210.28%0.57%0.87%Q4 2015Q4 202021
JNJ JOHNSON & JOHNSON1910.06%0.22%0.44%Q4 2015Q3 202320
VTI VANGUARD INDEX FDS19190.54%3.56%7.98%Q1 2019Q3 202319
GOOGL ALPHABET INC CAP STK CL A19190.27%0.60%1.26%Q1 2019Q3 202319
CVGW CALAVO GROWERS INC19190.10%0.54%1.32%Q1 2019Q3 202319
MA MASTERCARD INCORPORATE...19190.07%0.44%0.90%Q1 2019Q3 202319
VYM VANGUARD WHITEHALL FDS...19190.16%0.41%0.74%Q1 2019Q3 202319
NKE NIKE INC19190.13%0.32%0.68%Q1 2019Q3 202319
VOT VANGUARD INDEX FDS19190.09%0.25%0.47%Q1 2019Q3 202319
ORCL ORACLE CORP COM19190.08%0.22%0.78%Q1 2019Q3 202319
AXP AMERICAN EXPRESS CO19190.08%0.19%0.41%Q1 2019Q3 202319
LLY LILLY ELI & CO19190.07%0.17%0.32%Q1 2019Q3 202319
NVO NOVO-NORDISK A S19190.05%0.15%0.30%Q1 2019Q3 202319
AMT AMERICAN TOWER CORP NE...19190.05%0.15%0.27%Q1 2019Q3 202319
BIIB BIOGEN INC COM19190.03%0.13%0.30%Q1 2019Q3 202319
NEE NEXTERA ENERGY INC COM19190.05%0.12%0.24%Q1 2019Q3 202319
CHRW C H ROBINSON WORLDWIDE...18180.04%0.16%0.33%Q1 2019Q2 202318
DBC INVESCO DB COMMDY INDX...1430.71%1.42%2.35%Q2 2018Q3 202317
CWB SPDR SERIES TRUST17170.09%1.02%1.64%Q4 2015Q4 201917
VNQ VANGUARD INDEX FDS17170.32%0.86%1.75%Q4 2015Q4 201917
PFF ISHARES TR17170.14%0.80%1.33%Q4 2015Q4 201917
HYG ISHARES TR17170.09%0.80%1.73%Q4 2015Q4 201917
XLE SELECT SECTOR SPDR TR17170.10%0.17%0.22%Q4 2015Q4 201917
HASI HANNON ARMSTRONG SUST ...1340.04%0.14%0.33%Q1 2019Q2 202317
UL UNILEVER PLC1340.06%0.12%0.26%Q1 2019Q3 202317
KBE SPDR S&P BANK ETF840.04%0.11%0.18%Q3 2017Q3 202217
ITM VANECK VECTORS ETF TR16160.14%1.06%2.01%Q4 2018Q3 202216
BAC BK OF AMERICA CORP620.03%0.12%0.20%Q1 2016Q4 202216
WMT WAL-MART STORES INC720.03%0.09%0.15%Q4 2015Q3 202316
AGG ISHARES TR1140.72%1.46%2.26%Q4 2015Q3 202315
AAXJ ISHARES TR640.10%1.21%1.94%Q4 2015Q4 201915
VUG VANGUARD INDEX FDS15150.35%0.52%0.85%Q2 2017Q4 202015
PGX INVESCO EXCH TRADED FD...15150.02%0.41%1.16%Q2 2018Q4 202115
VB VANGUARD INDEX FDS15150.19%0.41%0.59%Q3 2017Q1 202115
XLF SELECT SECTOR SPDR TR15150.10%0.26%0.51%Q1 2020Q3 202315
MDT MEDTRONIC PLC SHS15150.04%0.12%0.22%Q1 2020Q3 202315
MLPA GLOBAL X MLP ETF14140.08%0.68%3.63%Q2 2020Q3 202314
BABA ALIBABA GROUP HLDG LTD...14140.08%0.60%1.22%Q1 2019Q2 202214
DJP BARCLAYS BK PLC14140.23%0.44%0.71%Q4 2015Q1 201914
RTX RTX CORPORATION14140.09%0.21%0.45%Q2 2020Q3 202314
ET ENERGY TRANSFER L P CO...14140.01%0.15%0.44%Q1 2019Q2 202214
TWTR TWITTER INC COM1040.04%0.15%0.31%Q1 2019Q3 202214
GD GENERAL DYNAMICS CORP14140.05%0.13%0.29%Q2 2020Q3 202314
HD HOME DEPOT INC1040.05%0.10%0.18%Q1 2019Q3 202314
IBB ISHARES TR760.09%0.16%0.22%Q4 2015Q1 201913
CTSH COGNIZANT TECHNOLOGY S...13130.04%0.12%0.17%Q1 2019Q1 202213
WMB WILLIAMS COS INC DEL850.02%0.11%0.15%Q1 2019Q2 202213
PAGP PLAINS GP HLDGS L P13130.01%0.11%0.24%Q1 2019Q1 202213
IVE ISHARES TR1210.03%0.08%0.15%Q4 2019Q3 202313
EPD ENTERPRISE PRODS PARTN...930.17%0.25%0.41%Q1 2016Q1 202112
CSCO CISCO SYS INC12120.08%0.17%0.26%Q1 2019Q4 202112
SRPT SAREPTA THERAPEUTICS INC750.08%0.17%0.50%Q4 2015Q3 202312
PEP PEPSICO INC12120.05%0.14%0.18%Q1 2019Q4 202112
VT VANGUARD INTL EQUITY I...12120.05%0.11%0.24%Q4 2020Q3 202312
DWX SPDR INDEX SHS FDS11110.16%0.91%2.18%Q4 2015Q2 201811
JNK SPDR SERIES TRUST11110.15%0.52%0.70%Q4 2015Q2 201811
AMJ JPMORGAN CHASE & CO11110.16%0.45%1.10%Q4 2015Q2 201811
DEM WISDOMTREE TR11110.12%0.29%0.57%Q4 2015Q2 201811
IDV ISHARES TR11110.13%0.26%0.42%Q4 2015Q2 201811
CVX CHEVRON CORP NEW740.03%0.13%0.18%Q4 2015Q4 202111
ORLY OREILLY AUTOMOTIVE INC...11110.06%0.12%0.25%Q1 2021Q3 202311
ACN ACCENTURE PLC IRELAND ...11110.04%0.09%0.15%Q1 2021Q3 202311
DBC POWERSHARES DB CMDTY I...10100.41%1.24%1.98%Q4 2015Q1 201810
ITM VANECK VECTORS ETF TR10100.15%1.05%1.43%Q2 2016Q3 201810
EMLC VANECK VECTORS ETF TR10100.77%0.89%1.22%Q2 2016Q3 201810
DFUS DIMENSIONAL U.S. EQUIT...10100.34%0.65%1.60%Q2 2021Q3 202310
BKLN POWERSHARES ETF TRUST II10100.17%0.47%1.04%Q4 2015Q1 201810
SAM BOSTON BEER INC730.02%0.16%0.28%Q1 2019Q4 202110
IFF INTERNATIONAL FLAVORS&...10100.04%0.09%0.19%Q4 2020Q1 202310
QQQ POWERSHARES QQQ TRUST722.30%2.51%2.68%Q4 2015Q1 20189
IEI ISHARES TR810.17%1.65%3.87%Q4 2015Q3 20239
BOND PIMCO ETF TR990.54%1.13%1.74%Q3 2017Q3 20199
LQD ISHARES TR990.31%0.39%0.50%Q3 2017Q3 20199
IUSV ISHARES TR990.14%0.23%0.39%Q1 2018Q1 20209
MMP MAGELLAN MIDSTREAM PRT...630.08%0.23%0.33%Q1 2016Q3 20199
CRM SALESFORCE INC710.03%0.19%0.25%Q4 2015Q3 20229
MMM 3M CO810.04%0.14%0.19%Q1 2020Q3 20229
BDX BECTON DICKINSON & CO990.03%0.07%0.17%Q2 2021Q2 20239
ETW EATON VANCE TXMGD GL B...990.05%0.06%0.08%Q4 2015Q4 20179
OWL BLUE OWL CAPITAL INC C...990.02%0.05%0.10%Q3 2021Q3 20239
TME TENCENT MUSIC ENTMT GR...990.01%0.02%0.07%Q3 2021Q3 20239
SCHB SCHWAB STRATEGIC TR888.89%11.77%13.54%Q4 2021Q3 20238
IWV ISHARES TR889.75%11.72%13.14%Q4 2021Q3 20238
IVLU ISHARES TR882.81%5.84%7.83%Q4 2021Q3 20238
SPYG SPDR SER TR884.64%5.40%6.08%Q4 2021Q3 20238
SCHF SCHWAB STRATEGIC TR881.50%2.66%4.77%Q4 2021Q3 20238
VTEB VANGUARD MUN BD FDS880.23%1.33%4.38%Q4 2021Q3 20238
SCHE SCHWAB STRATEGIC TR880.06%0.91%2.69%Q4 2021Q3 20238
BKLN INVESCO EXCHNG TRADED ...880.22%0.50%0.88%Q2 2018Q1 20208
COST COSTCO WHSL CORP NEW710.09%0.16%0.18%Q4 2015Q3 20228
KYN KAYNE ANDERSON ENERGY ...880.02%0.12%0.20%Q1 2020Q4 20218
LUMN CENTURYLINK INC770.31%0.79%1.30%Q4 2015Q2 20177
XBI SPDR S&P BIOTECH ETF770.04%0.30%0.48%Q1 2022Q3 20237
AGN ALLERGAN PLC770.16%0.27%0.42%Q4 2015Q2 20177
WFC WELLS FARGO CO NEW770.23%0.27%0.30%Q4 2015Q2 20177
FDN FIRST TR EXCHANGE-TRAD...770.04%0.24%0.54%Q1 2022Q3 20237
CVS CVS HEALTH CORP770.16%0.18%0.20%Q4 2015Q2 20177
TWOU 2U INC770.11%0.18%0.25%Q4 2015Q2 20177
MO ALTRIA GROUP INC770.13%0.15%0.17%Q4 2015Q2 20177
INTC INTEL CORP770.09%0.15%0.20%Q1 2019Q3 20207
EZU ISHARES INC610.08%0.13%0.19%Q2 2017Q1 20197
FUN CEDAR FAIR L P770.11%0.12%0.14%Q4 2015Q2 20177
GDX VANECK VECTORS ETF TR320.02%0.07%0.13%Q4 2020Q2 20237
ADBE ADOBE SYSTEMS INCORPOR...770.04%0.06%0.11%Q1 2022Q3 20237
UP WHEELS UP EXPERIENCE I...770.00%0.05%0.28%Q3 2021Q1 20237
MINT PIMCO ETF TR661.89%2.02%2.11%Q4 2015Q1 20176
PGX POWERSHARES ETF TR II660.70%0.80%0.87%Q4 2016Q1 20186
UFI UNIFI INC660.67%0.76%0.87%Q1 2016Q2 20176
FRBK REPUBLIC FIRST BANCORP...660.20%0.32%0.47%Q1 2016Q2 20176
BNCL BENEFICIAL BANCORP INC660.25%0.29%0.34%Q1 2016Q2 20176
JJCTF BARCLAYS BK PLC660.26%0.28%0.32%Q1 2016Q2 20176
OPK OPKO HEALTH INC660.17%0.24%0.29%Q1 2016Q2 20176
IAU ISHARES GOLD TRUST510.09%0.22%0.40%Q1 2019Q3 20206
PEI PENNSYLVANIA RL ESTATE...660.12%0.20%0.27%Q1 2016Q2 20176
HON HONEYWELL INTL INC510.05%0.19%0.23%Q4 2015Q3 20226
KEY KEYCORP NEW660.12%0.17%0.23%Q1 2016Q2 20176
IGIB ISHARES TR660.13%0.16%0.18%Q4 2015Q1 20176
BANC BANC OF CALIFORNIA INC660.11%0.13%0.17%Q1 2016Q2 20176
MLPI UBS AG JERSEY BRH660.11%0.13%0.15%Q4 2015Q1 20176
EWJ ISHARES INC410.10%0.12%0.14%Q2 2017Q4 20206
KMI KINDER MORGAN INC DEL660.10%0.12%0.13%Q1 2016Q2 20176
AGCB ALTIMETER GROWTH CORP ...660.02%0.04%0.07%Q2 2021Q3 20226
COGT COGENT BIOSCIENCES INC...660.02%0.03%0.04%Q2 2022Q3 20236
RASF RAIT FINANCIAL TRUST660.01%0.02%0.02%Q1 2016Q2 20176
SAB BIOTHERAPEUTICS IN...660.00%0.00%0.01%Q2 2022Q3 20236
DGRO ISHARES TR550.95%1.70%2.10%Q3 2022Q3 20235
AMLP ALPS ETF TR320.92%1.68%2.48%Q2 2020Q2 20225
GPN GLOBAL PMTS INC551.13%1.20%1.33%Q2 2016Q2 20175
EMLC VANECK VECTORS ETF TR550.24%0.86%1.26%Q4 2018Q4 20195
IGSB ISHARES TR550.11%0.52%2.06%Q4 2015Q4 20165
APD AIR PRODS & CHEMS INC550.19%0.19%0.20%Q4 2015Q4 20165
XOM EXXON MOBIL CORP550.16%0.17%0.18%Q4 2015Q4 20165
TPL TEXAS PAC LD TR320.10%0.15%0.19%Q1 2019Q3 20205
EWL ISHARES INC550.11%0.14%0.15%Q2 2018Q2 20195
SLV ISHARES SILVER TRUST310.03%0.13%0.27%Q4 2015Q2 20225
UAL UNITED CONTL HLDGS INC320.12%0.13%0.15%Q4 2015Q2 20175
BIZD VANECK VECTORS ETF TR550.11%0.13%0.15%Q2 2016Q2 20175
JPM JPMORGAN CHASE & CO410.06%0.11%0.13%Q1 2019Q4 20215
PFE PFIZER INC410.08%0.09%0.11%Q2 2017Q4 20195
MLPA GLOBAL X FDS550.04%0.07%0.11%Q4 2018Q4 20195
PGJ INVESCO GOLDEN DRAGON ...550.06%0.06%0.07%Q2 2022Q2 20235
KNWN KNOW LABS INC550.00%0.01%0.01%Q3 2022Q3 20235
IJT ISHARES TR440.27%0.28%0.30%Q4 2022Q3 20234
KOIN EXCHANGE TRADED CONCEP...440.24%0.27%0.29%Q1 2018Q4 20184
BRKA BERKSHIRE HATHAWAY INC...440.22%0.24%0.26%Q1 2019Q4 20194
UTX UNITED TECHNOLOGIES CORP440.18%0.20%0.23%Q1 2019Q4 20194
NYLD NRG YIELD INC440.10%0.11%0.11%Q2 2016Q1 20174
BKNG BOOKING HLDGS INC440.10%0.11%0.12%Q1 2019Q4 20194
NYLDA NRG YIELD INC440.10%0.11%0.11%Q2 2016Q1 20174
VBK VANGUARD INDEX FDS440.05%0.10%0.16%Q4 2022Q3 20234
IBM INTERNATIONAL BUSINESS...440.09%0.10%0.12%Q1 2019Q4 20194
GS GOLDMAN SACHS GROUP INC440.09%0.10%0.10%Q1 2019Q4 20194
USMV ISHARES TR440.08%0.09%0.10%Q1 2019Q4 20194
IMPX AEA-BRIDGES IMPACT CORP440.02%0.07%0.09%Q1 2021Q4 20214
OILNF BARCLAYS BK PLC440.05%0.06%0.07%Q4 2015Q3 20164
GRAB HOLDINGS LIMITED ...440.01%0.01%0.01%Q4 2021Q3 20224
AMLP ALPS ETF TR210.70%1.50%3.01%Q2 2018Q1 20203
FSK FS INVT CORP330.94%0.97%1.00%Q4 2015Q2 20163
PHYS SPROTT PHYSICAL GOLD T...330.20%0.31%0.37%Q1 2020Q3 20203
FNB F N B CORP330.14%0.16%0.19%Q2 2020Q4 20203
PM PHILIP MORRIS INTL INC210.10%0.12%0.13%Q4 2015Q2 20173
ASML ASML HOLDING N V330.02%0.09%0.13%Q2 2021Q4 20213
SUSA ISHARES TR330.04%0.04%0.04%Q1 2023Q3 20233
TSLA TESLA INC110.01%0.03%0.05%Q4 2021Q3 20233
IPOFWS SOCIAL CAPITAL HEDOSOP...330.01%0.01%0.01%Q4 2021Q2 20223
EFA ISHARES TR223.14%3.55%3.96%Q3 2017Q4 20172
HPY HEARTLAND PMT SYS INC221.82%1.94%2.06%Q4 2015Q1 20162
PHR PHREESIA INC221.22%1.75%2.28%Q2 2020Q3 20202
EMLC MARKET VECTORS ETF TR220.96%1.16%1.35%Q4 2015Q1 20162
GDXJ MARKET VECTORS ETF TR220.70%0.90%1.10%Q4 2015Q1 20162
CSAL COMMUNICATIONS SALES&L...220.62%0.76%0.91%Q1 2016Q2 20162
FSK FS KKR CAP CORP220.73%0.75%0.77%Q2 2023Q3 20232
XAR SPDR SER TR220.28%0.43%0.57%Q2 2020Q3 20202
IWO ISHARES TR220.30%0.32%0.35%Q2 2023Q3 20232
ITM MARKET VECTORS ETF TR220.14%0.22%0.30%Q4 2015Q1 20162
APO APOLLO GLOBAL MGMT LLC220.20%0.22%0.23%Q4 2016Q1 20172
EXPENSIFY INC220.18%0.18%0.19%Q1 2023Q2 20232
UAA UNDER ARMOUR INC220.18%0.18%0.18%Q4 2015Q1 20162
RDFN REDFIN CORP220.15%0.16%0.17%Q2 2020Q3 20202
TPL TEXAS PACIFIC LAND COR...220.12%0.15%0.18%Q4 2020Q1 20212
ACTA ACTUA CORP220.14%0.15%0.15%Q4 2016Q1 20172
C CITIGROUP INC220.14%0.14%0.15%Q1 2016Q2 20162
OIH VANECK VECTORS ETF TR220.14%0.14%0.14%Q2 2016Q3 20162
KTOS KRATOS DEFENSE & SEC S...220.12%0.13%0.13%Q2 2023Q3 20232
OIH MARKET VECTORS ETF TR220.12%0.13%0.13%Q4 2015Q1 20162
BIZD MARKET VECTORS ETF TR220.12%0.13%0.13%Q4 2015Q1 20162
CUDA BARRACUDA NETWORKS INC220.12%0.12%0.12%Q1 2017Q2 20172
CEF SPROTT PHYSICAL GOLD &...220.10%0.11%0.12%Q3 2019Q4 20192
MPLX MPLX LP220.10%0.10%0.10%Q1 2019Q2 20192
HDV ISHARES TR220.10%0.10%0.10%Q2 2023Q3 20232
IXUS ISHARES TR220.09%0.09%0.10%Q4 2017Q1 20182
INFO IHS MARKIT LTD220.07%0.08%0.08%Q3 2019Q4 20192
ISCB ISHARES TR110.03%0.07%0.12%Q4 2020Q4 20212
SPR SPIRIT AEROSYSTEMS HLD...220.05%0.07%0.08%Q2 2023Q3 20232
PPR VOYA PRIME RATE TR220.04%0.07%0.09%Q2 2020Q3 20202
GMDA GAMIDA CELL LTD220.03%0.04%0.04%Q2 2020Q3 20202
XLU SELECT SECTOR SPDR TR110.03%0.04%0.04%Q1 2022Q4 20222
SITOQ SITO MOBILE LTD220.02%0.03%0.04%Q1 2019Q2 20192
APTX APTINYX INC110.01%0.02%0.03%Q1 2020Q1 20222
SPY SPDR S&P 500 ETF TR1120.11%20.11%20.11%Q4 2019Q4 20191
ACQRU INDEPENDENCE HOLDINGS ...114.58%4.58%4.58%Q1 2021Q1 20211
PLCM POLYCOM INC110.82%0.82%0.82%Q4 2015Q4 20151
VLO VALERO ENERGY CORP110.63%0.63%0.63%Q3 2020Q3 20201
SH PROSHARES TR110.39%0.39%0.39%Q2 2019Q2 20191
RBLX ROBLOX CORP110.35%0.35%0.35%Q1 2021Q1 20211
IFMI INSTITUTIONAL FINL MKT...110.27%0.27%0.27%Q4 2015Q4 20151
RSP INVESCO EXCHANGE TRADE...110.22%0.22%0.22%Q3 2023Q3 20231
KAHCU KKR ACQUISITION HOLDIN...110.18%0.18%0.18%Q1 2021Q1 20211
IPOB SOCIAL CAP HDOSPHIA HL...110.17%0.17%0.17%Q3 2020Q3 20201
UPST UPSTART HLDGS INC110.16%0.16%0.16%Q3 2021Q3 20211
GNW GENWORTH FINL INC110.16%0.16%0.16%Q3 2020Q3 20201
GE GENERAL ELECTRIC CO110.15%0.15%0.15%Q4 2015Q4 20151
CET CENTRAL SECS CORP110.14%0.14%0.14%Q3 2022Q3 20221
HEFA ISHARES TR110.14%0.14%0.14%Q4 2015Q4 20151
IEZ ISHARES TR110.13%0.13%0.13%Q2 2017Q2 20171
LNKD LINKEDIN CORP110.13%0.13%0.13%Q4 2015Q4 20151
LULU LULULEMON ATHLETICA INC110.12%0.12%0.12%Q2 2016Q2 20161
T AT&T INC110.11%0.11%0.11%Q4 2015Q4 20151
OMF ONEMAIN HLDGS INC110.11%0.11%0.11%Q3 2022Q3 20221
TIP ISHARES TR110.11%0.11%0.11%Q3 2016Q3 20161
PAA PLAINS ALL AMERN PIPEL...110.11%0.11%0.11%Q4 2016Q4 20161
UBER UBER TECHNOLOGIES INC110.11%0.11%0.11%Q4 2019Q4 20191
UNH UNITEDHEALTH GROUP INC110.10%0.10%0.10%Q3 2022Q3 20221
CGBD TCG BDC INC110.10%0.10%0.10%Q2 2019Q2 20191
VMC VULCAN MATLS CO110.10%0.10%0.10%Q3 2022Q3 20221
WISH CONTEXTLOGIC INC110.09%0.09%0.09%Q2 2021Q2 20211
CIIG CAPITAL PARTNERS ...110.09%0.09%0.09%Q1 2023Q1 20231
ABBV ABBVIE INC110.09%0.09%0.09%Q3 2022Q3 20221
XRAY DENTSPLY SIRONA INC110.08%0.08%0.08%Q3 2022Q3 20221
RAVI FLEXSHARES TR110.08%0.08%0.08%Q3 2022Q3 20221
SAIL SAILPOINT TECHNLGIES H...110.08%0.08%0.08%Q3 2019Q3 20191
GUNR FLEXSHARES TR110.08%0.08%0.08%Q3 2022Q3 20221
BAX BAXTER INTL INC110.07%0.07%0.07%Q3 2022Q3 20221
CTVA CORTEVA INC110.07%0.07%0.07%Q3 2022Q3 20221
AMGN AMGEN INC110.07%0.07%0.07%Q3 2022Q3 20221
SNN SMITH & NEPHEW PLC110.07%0.07%0.07%Q3 2022Q3 20221
PYPL PAYPAL HLDGS INC110.07%0.07%0.07%Q3 2022Q3 20221
KMB KIMBERLY-CLARK CORP110.07%0.07%0.07%Q3 2022Q3 20221
DHR DANAHER CORPORATION110.07%0.07%0.07%Q3 2022Q3 20221
KO COCA COLA CO110.06%0.06%0.06%Q3 2022Q3 20221
TLN TALEN ENERGY CORP110.06%0.06%0.06%Q1 2016Q1 20161
Y ALLEGHANY CORP MD110.06%0.06%0.06%Q3 2022Q3 20221
TRV TRAVELERS COMPANIES INC110.06%0.06%0.06%Q3 2022Q3 20221
VER VEREIT INC110.06%0.06%0.06%Q3 2016Q3 20161
EQC EQUITY COMWLTH110.06%0.06%0.06%Q3 2022Q3 20221
ZTS ZOETIS INC110.06%0.06%0.06%Q3 2022Q3 20221
NTRS NORTHERN TR CORP110.06%0.06%0.06%Q3 2022Q3 20221
CSGP COSTAR GROUP INC110.06%0.06%0.06%Q3 2022Q3 20221
BX BLACKSTONE INC110.06%0.06%0.06%Q3 2022Q3 20221
ABT ABBOTT LABS110.06%0.06%0.06%Q3 2022Q3 20221
LIN LINDE PLC110.05%0.05%0.05%Q3 2022Q3 20221
WPX WPX ENERGY INC110.05%0.05%0.05%Q1 2016Q1 20161
AMP AMERIPRISE FINL INC110.05%0.05%0.05%Q3 2022Q3 20221
MLM MARTIN MARIETTA MATLS INC110.05%0.05%0.05%Q3 2022Q3 20221
HEALTHCARE RLTY TR110.05%0.05%0.05%Q3 2022Q3 20221
APH AMPHENOL CORP NEW110.05%0.05%0.05%Q3 2022Q3 20221
PSX PHILLIPS 66110.05%0.05%0.05%Q3 2022Q3 20221
SYK STRYKER CORPORATION110.05%0.05%0.05%Q3 2022Q3 20221
COG COTERRA ENERGY INC110.05%0.05%0.05%Q3 2022Q3 20221
MCHP MICROCHIP TECHNOLOGY INC.110.05%0.05%0.05%Q3 2022Q3 20221
ALKS ALKERMES PLC110.05%0.05%0.05%Q3 2022Q3 20221
LEN LENNAR CORP110.05%0.05%0.05%Q3 2022Q3 20221
PH PARKER-HANNIFIN CORP110.05%0.05%0.05%Q3 2022Q3 20221
ANSS ANSYS INC110.04%0.04%0.04%Q3 2022Q3 20221
ASC ARDMORE SHIPPING CORP110.04%0.04%0.04%Q2 2016Q2 20161
ADSK AUTODESK INC110.04%0.04%0.04%Q3 2022Q3 20221
CFR CULLEN FROST BANKERS INC110.04%0.04%0.04%Q3 2022Q3 20221
SPGI S&P GLOBAL INC110.04%0.04%0.04%Q3 2022Q3 20221
INTU INTUIT110.04%0.04%0.04%Q3 2022Q3 20221
ATO ATMOS ENERGY CORP110.04%0.04%0.04%Q3 2022Q3 20221
QCOM QUALCOMM INC110.04%0.04%0.04%Q3 2022Q3 20221
RPM RPM INTL INC110.04%0.04%0.04%Q3 2022Q3 20221
SJW SJW GROUP110.04%0.04%0.04%Q3 2022Q3 20221
XEL XCEL ENERGY INC110.04%0.04%0.04%Q3 2022Q3 20221
CUZ COUSINS PPTYS INC110.04%0.04%0.04%Q1 2017Q1 20171
CCI CROWN CASTLE INC110.04%0.04%0.04%Q3 2022Q3 20221
COF CAPITAL ONE FINL CORP110.04%0.04%0.04%Q3 2022Q3 20221
PNC PNC FINL SVCS GROUP INC110.04%0.04%0.04%Q3 2022Q3 20221
S SENTINELONE INC110.04%0.04%0.04%Q3 2022Q3 20221
MRK MERCK & CO INC110.04%0.04%0.04%Q3 2022Q3 20221
WAL WESTERN ALLIANCE BANCORP110.04%0.04%0.04%Q1 2023Q1 20231
FITB FIFTH THIRD BANCORP110.04%0.04%0.04%Q1 2023Q1 20231
MS MORGAN STANLEY110.03%0.03%0.03%Q4 2021Q4 20211
SHW SHERWIN WILLIAMS CO110.03%0.03%0.03%Q4 2021Q4 20211
MWA MUELLER WTR PRODS INC110.03%0.03%0.03%Q3 2022Q3 20221
USRT ISHARES TR110.02%0.02%0.02%Q4 2021Q4 20211
MUFG MITSUBISHI UFJ FINL GR...110.02%0.02%0.02%Q3 2022Q3 20221
CERC CERECOR INC110.02%0.02%0.02%Q4 2020Q4 20201
RIOT RIOT BLOCKCHAIN INC110.02%0.02%0.02%Q3 2022Q3 20221
MGNX MACROGENICS INC110.01%0.01%0.01%Q3 2022Q3 20221
SARCOS TECHN AND ROBOT...110.01%0.01%0.01%Q2 2023Q2 20231
EVOLV TECHNOLOGIES HLD...110.01%0.01%0.01%Q3 2022Q3 20221
AVALO THERAPEUTICS INC110.01%0.01%0.01%Q4 2021Q4 20211
CIIG CAPITAL PARTNERS ...110.00%0.00%0.00%Q1 2023Q1 20231
IPODWS SOCIAL CAPITAL HEDOSOP...110.00%0.00%0.00%Q2 2022Q2 20221
TSLA TESLA INC110.00%0.00%0.00%Q3 2023Q3 20231
AMZN AMAZON COM INC110.00%0.00%0.00%Q3 2023Q3 20231
FB META PLATFORMS INC110.00%0.00%0.00%Q3 2023Q3 20231
AAPL APPLE INC110.00%0.00%0.00%Q3 2023Q3 20231
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The securities at the top of the list , including SPDR S&P 500 ETF TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of LGL PARTNERS, LLC.

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

This page lists all the securities that LGL PARTNERS, LLC owns currently or has owned in the past.