Brightworth holdings history

228 is the total number of securities Brightworth has owned. The longest Brightworth has owned a single stock is 28 quarters.

Brightworth historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR282815.15%37.55%68.98%Q4 2015Q3 202228
IWF ISHARES TR28280.16%9.37%34.79%Q4 2015Q3 202228
BRKB BERKSHIRE HATHAWAY INC...28280.18%0.87%2.48%Q4 2015Q3 202228
IWB ISHARES TR28280.09%0.63%10.88%Q4 2015Q3 202228
JNJ JOHNSON & JOHNSON28280.05%0.61%2.14%Q4 2015Q3 202228
IWD ISHARES TR28280.17%0.37%2.34%Q4 2015Q3 202228
SYK STRYKER CORPORATION26260.11%1.15%1.91%Q2 2016Q3 202226
GOOG Alphabet Inc Class C2420.06%0.11%0.21%Q4 2015Q3 202226
VTI Vanguard Total Stock M...25250.40%1.94%7.55%Q3 2016Q3 202225
DEO Diageo Plc New Adr2210.12%0.92%1.45%Q4 2015Q3 202225
KO COCA COLA CO25250.15%0.51%2.97%Q3 2016Q3 202225
ACWI ISHARES TR2410.08%0.43%4.11%Q4 2015Q3 202225
XLK Technology Select Sect...24240.98%5.96%8.28%Q4 2016Q3 202224
AAPL APPLE INC24240.21%2.19%3.15%Q4 2016Q3 202224
COST COSTCO WHSL CORP NEW24240.12%1.33%1.98%Q4 2016Q3 202224
GOOGL Google Inc Class A24240.18%1.29%1.93%Q4 2016Q3 202224
HEFA ISHARES TR1510.02%0.41%6.81%Q4 2015Q3 202224
ACWX ISHARES TR24240.04%0.27%1.44%Q4 2016Q3 202224
JPM JPMORGAN CHASE & CO24240.11%0.24%0.39%Q4 2016Q3 202224
VWO VANGUARD INTL EQUITY I...24240.04%0.18%0.84%Q4 2016Q3 202224
MA MASTERCARD INCORPORATED2110.11%0.16%0.22%Q4 2015Q3 202224
UNP UNION PACIFIC CORP24240.07%0.10%0.16%Q4 2016Q3 202224
VUG VANGUARD INDEX FDS24240.04%0.08%0.18%Q4 2016Q3 202224
CWI Spdr Msci Acwi Ex-Us24240.02%0.05%0.13%Q4 2016Q3 202224
VIG VANGUARD SPECIALIZED P...2210.20%0.43%0.92%Q4 2015Q3 202223
USB US BANCORP DEL2110.24%1.00%1.44%Q4 2015Q3 202222
PG PROCTER & GAMBLE CO2110.07%0.50%0.86%Q4 2016Q3 202222
V Visa Inc Cl A21211.14%1.66%2.25%Q3 2017Q3 202221
AMZN AMAZON COM INC21211.23%1.60%2.15%Q3 2017Q3 202221
HD HOME DEPOT INC21211.10%1.54%1.91%Q3 2017Q3 202221
AMT Amern Tower Corp Class A21210.99%1.49%2.13%Q3 2017Q3 202221
NEE Nextera Energy Inc Com21211.05%1.41%1.87%Q3 2017Q3 202221
APD AIR PRODS & CHEMS INC21210.97%1.38%2.01%Q3 2017Q3 202221
YUM YUM BRANDS INC21210.85%1.34%1.88%Q3 2017Q3 202221
BDX BECTON DICKINSON & CO21210.83%1.27%1.72%Q3 2017Q3 202221
DE DEERE & CO21210.94%1.27%1.93%Q3 2017Q3 202221
CVX Chevrontexaco Corp21210.67%1.26%1.68%Q3 2017Q3 202221
MMC MARSH & MCLENNAN COS INC21210.88%1.25%1.56%Q3 2017Q3 202221
BLK BLACKROCK INC21210.92%1.24%1.70%Q3 2017Q3 202221
DIS Walt Disney Hldg Co21210.81%1.17%1.61%Q3 2017Q3 202221
VZ VERIZON COMMUNICATIONS...21210.06%1.06%1.58%Q3 2017Q3 202221
ABT ABBOTT LABS21210.20%0.99%1.30%Q3 2017Q3 202221
GD GENERAL DYNAMICS CORP21210.04%0.73%1.51%Q3 2017Q3 202221
SYY SYSCO CORP21210.29%0.65%1.28%Q3 2017Q3 202221
ALGN ALIGN TECHNOLOGY INC21210.18%0.51%1.04%Q3 2017Q3 202221
MSFT MICROSOFT CORP21210.19%0.39%0.86%Q3 2017Q3 202221
SCHM Schwab US Mid-Cap ETF21210.27%0.39%0.46%Q3 2017Q3 202221
RY ROYAL BK CDA MONTREAL QUE21210.17%0.29%0.42%Q3 2017Q3 202221
SCHA Schwab US Small-Cap ETF21210.13%0.20%0.26%Q3 2017Q3 202221
INTC Intel Corporation21210.03%0.11%0.24%Q3 2017Q3 202221
TXN Texas Instruments Inc21210.07%0.09%0.12%Q3 2017Q3 202221
PFE Pfizer Incorporated21210.03%0.09%0.17%Q3 2017Q3 202221
FB Meta Platforms Inc Cla...21210.03%0.08%0.14%Q3 2017Q3 202221
MCD MCDONALDS CORP21210.03%0.06%0.11%Q3 2017Q3 202221
DENN DENNYS CORP21210.02%0.05%0.10%Q3 2017Q3 202221
IYW ISHARES TR1910.18%0.25%0.29%Q3 2017Q3 202220
XOM ExxonMobil Corporation1370.02%0.11%0.37%Q4 2016Q3 202220
BAC BK OF AMERICA CORP10100.03%0.06%0.11%Q3 2017Q3 202220
EEM ISHARES TR1510.03%0.15%0.75%Q4 2015Q2 202219
IJH Ishares Tr S&P Midcap1180.02%0.15%0.54%Q3 2017Q3 202219
GLD SPDR GOLD TRUST1810.03%0.14%0.52%Q3 2017Q3 202219
ORCL Oracle Corporation1510.03%0.06%0.09%Q3 2017Q3 202219
AMGN Amgen Incorporated1530.06%0.23%0.51%Q3 2017Q3 202218
UPS UNITED PARCEL SERVICE INC1310.04%0.06%0.09%Q3 2017Q3 202218
CSX CSX CORP17170.08%0.67%1.20%Q3 2018Q3 202217
IJR Ishares Tr S&P Smallcap1070.02%0.08%0.22%Q3 2017Q3 202217
CMCSA Comcast Corp New Cl A1070.04%0.08%0.12%Q3 2017Q3 202217
ZTS ZOETIS INC17170.03%0.05%0.06%Q3 2018Q3 202217
SPY SPDR S&P 500 ETF TR1030.03%0.06%0.13%Q3 2017Q3 202216
MRK MERCK & CO. INC15150.71%0.96%1.35%Q1 2019Q3 202215
MS MORGAN STANLEY15150.65%0.90%1.11%Q1 2019Q3 202215
PEP Pepsico Incorporated1140.02%0.07%0.12%Q4 2016Q3 202215
PNC PNC FINL SVCS GROUP INC1010.02%0.04%0.06%Q3 2017Q1 202215
VOO Vanguard S&P 500 ETF14140.04%0.06%0.10%Q2 2019Q3 202214
DHR DANAHER CORPORATION1040.03%0.04%0.05%Q1 2019Q3 202214
BND Vanguard Total Bond Ma...1210.13%2.36%3.59%Q4 2016Q3 202213
VLO Valero Energy Group13130.35%0.69%1.07%Q3 2019Q3 202213
MO ALTRIA GROUP INC940.03%0.14%0.25%Q2 2017Q3 202213
DUK Duke Energy Corporation1030.02%0.06%0.09%Q3 2017Q2 202213
ICSH Ishares Tr Ultr Sh Trm Bd12120.22%0.38%0.68%Q4 2019Q3 202212
WM WASTE MGMT INC DEL12120.08%0.35%0.68%Q4 2019Q3 202212
LOW LOWES COS INC930.03%0.05%0.09%Q3 2017Q3 202212
ITW Illinois Tool Works Inc810.02%0.04%0.11%Q4 2016Q3 202212
IXUS ISHARES TR111116.36%17.74%19.19%Q1 2020Q3 202211
MMM 3M Company1010.02%1.05%1.54%Q3 2017Q2 202211
HDEF Xtrackers MSCI EAFE Hi...11110.15%0.69%1.05%Q1 2020Q3 202211
DES WISDOMTREE TR11110.08%0.46%0.69%Q1 2020Q3 202211
LMT LOCKHEED MARTIN CORP830.04%0.21%0.45%Q3 2017Q3 202211
T AT&T INC710.03%0.10%0.18%Q4 2016Q3 202211
USO UNITED STATES OIL FUND LP11110.03%0.04%0.08%Q4 2016Q2 201911
ALL Allstate Corporation810.02%0.03%0.06%Q1 2018Q3 202211
BA BOEING CO10101.15%1.62%1.87%Q3 2017Q4 201910
VXUS Vanguard Star Fd Vangu...910.02%0.38%1.40%Q4 2019Q3 202210
UNH UNITEDHEALTH GROUP INC910.03%0.07%0.12%Q4 2016Q3 202210
IBM Intl Business Machines410.02%0.05%0.12%Q3 2017Q3 202210
BMY BRISTOL-MYERS SQUIBB CO730.04%0.05%0.07%Q3 2017Q4 202110
QCOM QUALCOMM INC10100.03%0.05%0.06%Q2 2020Q3 202210
CAT CATERPILLAR INC DEL910.02%0.04%0.06%Q1 2018Q3 202210
MPC MARATHON PETE CORP990.76%1.23%1.56%Q3 2017Q3 20199
WFC WELLS FARGO CO NEW990.20%0.46%0.97%Q3 2017Q3 20199
NVDA NVIDIA CORPORATION810.05%0.27%0.47%Q1 2018Q3 20229
SPMD SPDR SER TR990.12%0.15%0.18%Q1 2018Q1 20209
XLF SELECT SECTOR SPDR TR810.07%0.11%0.18%Q4 2016Q1 20199
SPSM SPDR SER TR990.05%0.06%0.07%Q1 2018Q1 20209
HON HONEYWELL INTL INC990.03%0.04%0.05%Q3 2020Q3 20229
TGT Target Corporation990.02%0.04%0.05%Q3 2020Q3 20229
DVY ISHARES TR720.02%0.03%0.08%Q3 2017Q3 20229
TMO THERMO FISHER SCIENTIF...430.05%0.27%0.55%Q2 2017Q3 20227
HEDJ WISDOMTREE TR770.06%0.25%0.56%Q4 2016Q2 20187
IEFA ISHARES TR510.04%0.15%0.30%Q3 2017Q3 20227
TJX TJX COS INC NEW610.06%0.14%0.22%Q4 2015Q1 20187
WRB W R BERKLEY CORPORATION510.05%0.13%0.21%Q4 2015Q1 20187
HYG ISHARES TR610.06%0.13%0.19%Q3 2017Q3 20197
MKL MARKEL CORP430.05%0.13%0.25%Q4 2015Q1 20187
IWM ISHARES TR510.05%0.12%0.25%Q4 2015Q4 20197
GSG ISHARES S&P GSCI COMMO...610.04%0.08%0.12%Q3 2017Q3 20197
QQQ NASDAQ 100 Trust410.02%0.08%0.17%Q2 2018Q2 20227
CSCO Cisco Systems Inc770.05%0.07%0.08%Q1 2021Q3 20227
AXNX AXONICS MODULATION TEC...770.05%0.06%0.10%Q1 2019Q3 20207
RTX RAYTHEON TECHNOLOGIES ...430.02%0.04%0.07%Q2 2020Q3 20227
ABBV ABBVIE INC430.02%0.04%0.06%Q1 2018Q3 20227
DGRW WisdomTree US Quality ...770.02%0.03%0.04%Q1 2021Q3 20227
UWN NEVADA GOLD & CASINOS INC770.01%0.01%0.01%Q3 2017Q1 20197
VTEB Vanguard Muni Bnd Tax660.20%2.13%7.03%Q2 2021Q3 20226
GS GOLDMAN SACHS GROUP INC660.92%1.26%1.38%Q3 2017Q4 20186
PM PHILIP MORRIS INTL INC330.08%0.45%0.84%Q3 2017Q3 20226
TWX TIME WARNER INC660.13%0.25%0.42%Q4 2016Q1 20186
QQQ POWERSHARES QQQ TRUST660.12%0.17%0.23%Q4 2016Q1 20186
RYT RYDEX ETF TRUST660.10%0.15%0.22%Q4 2016Q1 20186
XLV SELECT SECTOR SPDR TR660.05%0.12%0.18%Q4 2016Q1 20186
VO Vanguard Mid Cap ETF510.02%0.11%0.26%Q4 2019Q3 20226
SLCT SELECT BANCORP INC NEW660.08%0.09%0.10%Q3 2017Q4 20186
GE GENERAL ELECTRIC CO660.04%0.09%0.13%Q4 2016Q1 20186
STZ CONSTELLATION BRANDS INC330.04%0.06%0.08%Q3 2017Q4 20196
NUV NUVEEN MUN VALUE FD INC660.03%0.05%0.07%Q4 2016Q1 20186
ORLY O Reilly Automotive New550.14%0.26%0.36%Q3 2021Q3 20225
AOR ISHARES TR410.07%0.14%0.20%Q4 2019Q2 20225
AIG AMERICAN INTL GROUP INC310.05%0.10%0.22%Q4 2015Q1 20185
ITOT ISHARES TR550.06%0.09%0.12%Q4 2018Q4 20195
EAGG Ishares Esg Aware US550.06%0.08%0.10%Q3 2021Q3 20225
DFUS Dimensional US Equity ETF550.07%0.07%0.08%Q3 2021Q3 20225
VRSN VERISIGN INC550.05%0.06%0.07%Q3 2017Q3 20185
IP INTL PAPER CO550.05%0.06%0.07%Q3 2017Q3 20185
CELG CELGENE CORP210.04%0.05%0.07%Q3 2017Q2 20195
AVXL ANAVEX LIFE SCIENCES CORP550.01%0.02%0.02%Q1 2018Q1 20195
MDT MEDTRONIC PLC220.05%0.06%0.10%Q3 2017Q4 20184
AXP AMERICAN EXPRESS CO310.02%0.06%0.08%Q3 2017Q4 20204
ESGE iShares ESG MSCI EM ETF440.03%0.03%0.04%Q4 2021Q3 20224
TSLA Tesla Motors Inc.220.02%0.02%0.03%Q4 2020Q1 20224
SLV iShares Silver Trust440.02%0.02%0.03%Q4 2021Q3 20224
GIS GENERAL MLS INC440.02%0.02%0.03%Q1 2021Q4 20214
EFA Ishares Tr Msci Eafe Fd110.02%0.83%2.37%Q4 2015Q4 20213
MLPI UBS AG JERSEY BRH330.55%0.60%0.66%Q4 2016Q2 20173
VV Vanguard Large Cap330.04%0.55%1.10%Q1 2022Q3 20223
VGT Vanguard Information T...330.10%0.23%0.33%Q1 2022Q3 20223
HSIC SCHEIN HENRY INC330.20%0.22%0.26%Q3 2017Q1 20183
AGN ALLERGAN PLC330.12%0.12%0.13%Q4 2016Q2 20173
PSX PHILLIPS 66330.11%0.11%0.11%Q3 2017Q1 20183
HOMB HOME BANCSHARES INC330.06%0.10%0.17%Q3 2017Q1 20183
BBT BB&T CORP330.09%0.10%0.10%Q3 2017Q1 20183
VB Vanguard Small Cap330.06%0.09%0.12%Q1 2022Q3 20223
SBUX STARBUCKS CORP330.09%0.09%0.10%Q3 2017Q1 20183
DPZ DOMINOS PIZZA INC330.06%0.07%0.08%Q3 2017Q1 20183
LLY Lilly Eli & Company330.06%0.07%0.07%Q1 2022Q3 20223
UTX UNITED TECHNOLOGIES CORP330.06%0.07%0.07%Q3 2017Q1 20183
LULU Lululemon Athletica Inc330.06%0.06%0.07%Q1 2022Q3 20223
XBI SPDR SERIES TRUST330.06%0.06%0.06%Q3 2017Q1 20183
IAU ISHARES GOLD TRUST110.03%0.05%0.10%Q2 2016Q4 20183
ED CONSOLIDATED EDISON INC330.05%0.05%0.06%Q3 2017Q1 20183
JJSF J & J SNACK FOODS CORP330.05%0.05%0.06%Q3 2017Q1 20183
DIA SPDR DOW JONES INDL AV...330.05%0.05%0.05%Q3 2017Q1 20183
AGG Ishares Tr Barclays Ag...210.02%0.05%0.06%Q3 2018Q3 20223
PFF ISHARES TR210.04%0.05%0.05%Q1 2018Q3 20193
RF REGIONS FINL CORP NEW330.04%0.04%0.04%Q3 2017Q1 20183
IAU Ishares Gold TRUST330.02%0.02%0.03%Q1 2022Q3 20223
COF CAPITAL ONE FINL CORP330.02%0.02%0.02%Q2 2021Q4 20213
DVN DEVON ENERGY CORP NEW220.47%0.49%0.50%Q3 2017Q4 20172
JPST J P MORGAN EXCHANGE-TR...220.32%0.36%0.40%Q4 2020Q1 20212
IEMG Ishares Inc Core Msci ...220.06%0.25%0.44%Q2 2022Q3 20222
COP CONOCOPHILLIPS110.12%0.13%0.14%Q3 2017Q1 20182
RYT INVESCO EXCHANGE TRADE...110.12%0.13%0.14%Q3 2018Q1 20192
VGSH Vanguard Short-Term Tr...110.06%0.12%0.18%Q4 2018Q3 20222
FAST FASTENAL CO110.05%0.11%0.17%Q4 2016Q1 20182
VBK Vanguard Small Cap Grwth220.06%0.09%0.12%Q2 2022Q3 20222
SPGM SPDR Portfolio MSCI Gl...220.08%0.08%0.08%Q2 2022Q3 20222
DLR DIGITAL RLTY TR INC110.07%0.07%0.07%Q3 2017Q1 20182
CVS CVS HEALTH CORP220.05%0.06%0.07%Q3 2017Q4 20172
PNFP PINNACLE FINL PARTNERS...220.05%0.06%0.06%Q3 2017Q4 20172
SLB SCHLUMBERGER LTD220.05%0.05%0.05%Q3 2017Q4 20172
LQD iShares iboxx Investme...220.05%0.05%0.05%Q2 2022Q3 20222
ADP Auto Data Processing220.03%0.04%0.04%Q2 2022Q3 20222
SO The Southern Company220.02%0.03%0.05%Q3 2021Q4 20212
VTV Vanguard Value220.03%0.03%0.03%Q2 2022Q3 20222
CME Chicago Mercantile Exch220.02%0.02%0.03%Q3 2021Q4 20212
INTU Intuit Inc220.02%0.02%0.02%Q3 2021Q4 20212
XRAY DENTSPLY SIRONA INC110.64%0.64%0.64%Q4 2017Q4 20171
VCSH VANGUARD SCOTTSDALE FDS110.47%0.47%0.47%Q4 2016Q4 20161
STI SUNTRUST BKS INC110.38%0.38%0.38%Q2 2018Q2 20181
IWO ISHARES TR110.38%0.38%0.38%Q4 2015Q4 20151
MUB Ishares Nationl Amt Free110.36%0.36%0.36%Q3 2022Q3 20221
SLYV Spdr S&P 600 Small Cap110.31%0.31%0.31%Q3 2022Q3 20221
BRMK BROADMARK RLTY CAP INC110.28%0.28%0.28%Q4 2019Q4 20191
AMJ JPMORGAN CHASE & CO110.25%0.25%0.25%Q4 2016Q4 20161
ESRX EXPRESS SCRIPTS HLDG CO110.20%0.20%0.20%Q4 2015Q4 20151
IMCG iShares Morningstar Mi...110.11%0.11%0.11%Q2 2022Q2 20221
SCHG SCHWAB STRATEGIC TR110.09%0.09%0.09%Q4 2018Q4 20181
SCHX SCHWAB STRATEGIC TR110.07%0.07%0.07%Q3 2019Q3 20191
Berkshire Hathaway Cl A110.07%0.07%0.07%Q2 2018Q2 20181
VCF DELAWARE INV CO MUN IN...110.07%0.07%0.07%Q3 2017Q3 20171
PHYS SPROTT PHYSICAL GOLD T...110.06%0.06%0.06%Q3 2017Q3 20171
GPN Global Payments Inc110.06%0.06%0.06%Q4 2021Q4 20211
TMUS T MOBILE US INC110.06%0.06%0.06%Q4 2017Q4 20171
VEU VANGUARD INTL EQUITY I...110.06%0.06%0.06%Q4 2018Q4 20181
VTIP VANGUARD MALVERN FDS110.05%0.05%0.05%Q4 2018Q4 20181
FIBK FIRST INTST BANCSYSTEM...110.05%0.05%0.05%Q3 2019Q3 20191
BKI BLACK KNIGHT INC110.05%0.05%0.05%Q1 2018Q1 20181
AXTA AXALTA COATING SYS LTD110.05%0.05%0.05%Q1 2018Q1 20181
TLT Ishares Tr Barclays Bond110.04%0.04%0.04%Q3 2022Q3 20221
ESGU iShares ESG MSCI USA ETF110.03%0.03%0.03%Q4 2021Q4 20211
ANTM ANTHEM INC110.03%0.03%0.03%Q2 2021Q2 20211
D Dominion Res Inc Va New110.02%0.02%0.02%Q4 2021Q4 20211
IYC ISHARES TR110.02%0.02%0.02%Q4 2020Q4 20201
GILD GILEAD SCIENCES INC110.02%0.02%0.02%Q4 2020Q4 20201
VNQ Vanguard Reit110.02%0.02%0.02%Q4 2021Q4 20211
OILNF BARCLAYS BK PLC110.02%0.02%0.02%Q3 2017Q3 20171
PLM POLYMET MINING CORP110.00%0.00%0.00%Q1 2018Q1 20181
ADVM Adverum Biotechnologie...110.00%0.00%0.00%Q2 2022Q2 20221
MAR MARRIOTT INTL INC NEW110.00%0.00%0.00%Q4 2017Q4 20171

The securities at the top of the list , including ISHARES TR, ISHARES TR, and BERKSHIRE HATHAWAY INC DEL, are the highest-conviction holdings of Brightworth.

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

This page lists all the securities that Brightworth owns currently or has owned in the past.