75 is the total number of securities NorthLanding Financial Partners, LLC has owned. The longest NorthLanding Financial Partners, LLC has owned a single stock is 8 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VTV | VANGUARD INDEX FDS | 8 | 8 | 8.45% | 17.34% | 23.29% | Q3 2022 | Q2 2024 | 8 |
IEFA | ISHARES TR | 8 | 8 | 13.89% | 17.22% | 19.25% | Q3 2022 | Q2 2024 | 8 |
IVV | ISHARES TR | 8 | 8 | 2.56% | 8.62% | 26.73% | Q3 2022 | Q2 2024 | 8 |
AGG | ISHARES TR | 8 | 8 | 6.52% | 6.94% | 7.84% | Q3 2022 | Q2 2024 | 8 |
VUG | VANGUARD INDEX FDS | 8 | 8 | 2.00% | 5.37% | 7.53% | Q3 2022 | Q2 2024 | 8 |
FTEC | FIDELITY COVINGTON TRUST | 8 | 8 | 1.45% | 4.00% | 5.96% | Q3 2022 | Q2 2024 | 8 |
FIXD | FIRST TR EXCHNG TRADED... | 8 | 8 | 0.27% | 3.69% | 5.03% | Q3 2022 | Q2 2024 | 8 |
IEMG | ISHARES INC | 8 | 8 | 2.98% | 3.44% | 3.76% | Q3 2022 | Q2 2024 | 8 |
IJH | ISHARES TR | 8 | 8 | 2.41% | 3.06% | 4.40% | Q3 2022 | Q2 2024 | 8 |
VEA | VANGUARD TAX-MANAGED FDS | 8 | 8 | 2.18% | 2.80% | 3.19% | Q3 2022 | Q2 2024 | 8 |
VBR | VANGUARD INDEX FDS | 8 | 8 | 1.90% | 2.20% | 2.46% | Q3 2022 | Q2 2024 | 8 |
IVE | ISHARES TR | 8 | 8 | 1.80% | 1.94% | 2.12% | Q3 2022 | Q2 2024 | 8 |
VNQ | VANGUARD INDEX FDS | 8 | 8 | 1.59% | 1.83% | 2.12% | Q3 2022 | Q2 2024 | 8 |
VB | VANGUARD INDEX FDS | 8 | 8 | 0.98% | 1.44% | 2.18% | Q3 2022 | Q2 2024 | 8 |
BRKA | BERKSHIRE HATHAWAY INC... | 8 | 8 | 0.64% | 1.08% | 1.38% | Q3 2022 | Q2 2024 | 8 |
VGT | VANGUARD WORLD FDS | 8 | 8 | 0.82% | 1.03% | 1.43% | Q3 2022 | Q2 2024 | 8 |
BRKB | BERKSHIRE HATHAWAY INC... | 8 | 8 | 0.52% | 0.96% | 1.54% | Q3 2022 | Q2 2024 | 8 |
IVW | ISHARES TR | 8 | 8 | 0.56% | 0.75% | 0.89% | Q3 2022 | Q2 2024 | 8 |
VWO | VANGUARD INTL EQUITY I... | 8 | 8 | 0.60% | 0.68% | 0.83% | Q3 2022 | Q2 2024 | 8 |
AAPL | APPLE INC | 8 | 8 | 0.40% | 0.68% | 1.09% | Q3 2022 | Q2 2024 | 8 |
EEMS | ISHARES INC | 8 | 8 | 0.43% | 0.65% | 0.80% | Q3 2022 | Q2 2024 | 8 |
TIP | ISHARES TR | 8 | 8 | 0.47% | 0.62% | 0.80% | Q3 2022 | Q2 2024 | 8 |
BND | VANGUARD BD INDEX FDS | 8 | 8 | 0.45% | 0.54% | 0.67% | Q3 2022 | Q2 2024 | 8 |
FREL | FIDELITY COVINGTON TRUST | 8 | 8 | 0.24% | 0.51% | 0.66% | Q3 2022 | Q2 2024 | 8 |
VO | VANGUARD INDEX FDS | 8 | 8 | 0.46% | 0.51% | 0.60% | Q3 2022 | Q2 2024 | 8 |
IJS | ISHARES TR | 8 | 8 | 0.41% | 0.49% | 0.56% | Q3 2022 | Q2 2024 | 8 |
MSFT | MICROSOFT CORP | 8 | 8 | 0.31% | 0.48% | 0.74% | Q3 2022 | Q2 2024 | 8 |
PAYX | PAYCHEX INC | 8 | 8 | 0.36% | 0.42% | 0.48% | Q3 2022 | Q2 2024 | 8 |
VEU | VANGUARD INTL EQUITY I... | 8 | 8 | 0.22% | 0.37% | 0.46% | Q3 2022 | Q2 2024 | 8 |
PANW | PALO ALTO NETWORKS INC | 8 | 8 | 0.19% | 0.36% | 0.48% | Q3 2022 | Q2 2024 | 8 |
IDEV | ISHARES TR | 8 | 8 | 0.17% | 0.26% | 0.32% | Q3 2022 | Q2 2024 | 8 |
GTO | POWERSHARES ACTIVELY M... | 8 | 8 | 0.21% | 0.25% | 0.30% | Q3 2022 | Q2 2024 | 8 |
ISTB | ISHARES TR | 6 | 6 | 2.32% | 3.44% | 3.88% | Q3 2022 | Q4 2023 | 6 |
GOOGL | ALPHABET INC | 3 | 1 | 0.23% | 0.29% | 0.40% | Q3 2022 | Q2 2024 | 4 |
VIGI | VANGUARD WHITEHALL FDS | 3 | 3 | 1.31% | 1.32% | 1.32% | Q3 2022 | Q1 2023 | 3 |
VIG | VANGUARD SPECIALIZED F... | 3 | 3 | 1.21% | 1.23% | 1.24% | Q3 2022 | Q1 2023 | 3 |
VUSB | VANGUARD BD INDEX FDS | 3 | 3 | 0.96% | 1.05% | 1.15% | Q3 2022 | Q1 2023 | 3 |
UNP | UNION PAC CORP | 3 | 3 | 0.81% | 0.84% | 0.87% | Q3 2022 | Q1 2023 | 3 |
BMY | BRISTOL-MYERS SQUIBB CO | 3 | 3 | 0.66% | 0.71% | 0.75% | Q3 2022 | Q1 2023 | 3 |
DSI | ISHARES TR | 3 | 3 | 0.62% | 0.64% | 0.67% | Q3 2022 | Q1 2023 | 3 |
TMP | TOMPKINS FINL CORP | 3 | 3 | 0.47% | 0.53% | 0.57% | Q3 2022 | Q1 2023 | 3 |
ESGD | ISHARES TR | 3 | 3 | 0.39% | 0.48% | 0.54% | Q3 2022 | Q1 2023 | 3 |
MCD | MCDONALDS CORP | 3 | 3 | 0.46% | 0.48% | 0.49% | Q3 2022 | Q1 2023 | 3 |
VSGX | VANGUARD WORLD FD | 3 | 3 | 0.26% | 0.42% | 0.51% | Q3 2022 | Q1 2023 | 3 |
XSOE | WISDOMTREE TR | 3 | 3 | 0.35% | 0.38% | 0.42% | Q3 2022 | Q1 2023 | 3 |
XOM | EXXON MOBIL CORP | 3 | 3 | 0.34% | 0.35% | 0.37% | Q3 2022 | Q1 2023 | 3 |
MRK | MERCK & CO INC | 3 | 3 | 0.21% | 0.34% | 0.47% | Q3 2022 | Q1 2023 | 3 |
PFE | PFIZER INC | 3 | 3 | 0.27% | 0.32% | 0.36% | Q3 2022 | Q1 2023 | 3 |
ESML | ISHARES TR | 3 | 3 | 0.31% | 0.31% | 0.32% | Q3 2022 | Q1 2023 | 3 |
FHLC | FIDELITY COVINGTON TRUST | 3 | 3 | 0.27% | 0.30% | 0.34% | Q3 2022 | Q1 2023 | 3 |
PG | PROCTER AND GAMBLE CO | 3 | 3 | 0.28% | 0.29% | 0.30% | Q3 2022 | Q1 2023 | 3 |
IBM | INTERNATIONAL BUSINESS... | 3 | 3 | 0.23% | 0.24% | 0.26% | Q3 2022 | Q1 2023 | 3 |
SUB | ISHARES TR | 3 | 3 | 0.19% | 0.22% | 0.24% | Q3 2022 | Q1 2023 | 3 |
INTC | INTEL CORP | 3 | 3 | 0.19% | 0.21% | 0.23% | Q3 2022 | Q1 2023 | 3 |
ZBH | ZIMMER BIOMET HOLDINGS... | 3 | 3 | 0.18% | 0.19% | 0.20% | Q3 2022 | Q1 2023 | 3 |
TDIV | FIRST TR EXCHANGE-TRAD... | 3 | 3 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q1 2023 | 3 |
NUSC | NUSHARES ETF TR | 3 | 3 | 0.17% | 0.17% | 0.18% | Q3 2022 | Q1 2023 | 3 |
AXP | AMERICAN EXPRESS CO | 3 | 3 | 0.16% | 0.17% | 0.18% | Q3 2022 | Q1 2023 | 3 |
VANGUARD MALVERN FDS | 2 | 2 | 5.74% | 5.79% | 5.83% | Q1 2024 | Q2 2024 | 2 | |
BSV | VANGUARD BD INDEX FDS | 2 | 2 | 2.07% | 2.09% | 2.11% | Q1 2024 | Q2 2024 | 2 |
CP | CANADIAN PAC RY LTD | 2 | 2 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q4 2022 | 2 |
VCSH | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.16% | 0.24% | 0.31% | Q3 2022 | Q1 2023 | 2 |
EFG | ISHARES TR | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q1 2023 | 2 |
ORCL | ORACLE CORP | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q1 2023 | 2 |
JNJ | JOHNSON & JOHNSON | 2 | 2 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q4 2022 | 2 |
MORGAN STANLEY ETF TRUST | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2024 | Q2 2024 | 1 | |
VDE | VANGUARD WORLD FD | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2024 | Q1 2024 | 1 |
NUDM | NUSHARES ETF TR | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
UCON | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
VTIP | VANGUARD MALVERN FDS | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
IJR | ISHARES TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
GLW | CORNING INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
C | CITIGROUP INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 | |
GENERAL ELECTRIC CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 | |
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The securities at the top of the list , including VANGUARD INDEX FDS, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of NorthLanding Financial Partners, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by NorthLanding Financial Partners, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that NorthLanding Financial Partners, LLC owns currently or has owned in the past.