228 is the total number of securities Brightworth has owned. The longest Brightworth has owned a single stock is 28 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 28 | 28 | 15.15% | 37.55% | 68.98% | Q4 2015 | Q3 2022 | 28 |
IWF | ISHARES TR | 28 | 28 | 0.16% | 9.37% | 34.79% | Q4 2015 | Q3 2022 | 28 |
BRKB | BERKSHIRE HATHAWAY INC... | 28 | 28 | 0.18% | 0.87% | 2.48% | Q4 2015 | Q3 2022 | 28 |
IWB | ISHARES TR | 28 | 28 | 0.09% | 0.63% | 10.88% | Q4 2015 | Q3 2022 | 28 |
JNJ | JOHNSON & JOHNSON | 28 | 28 | 0.05% | 0.61% | 2.14% | Q4 2015 | Q3 2022 | 28 |
IWD | ISHARES TR | 28 | 28 | 0.17% | 0.37% | 2.34% | Q4 2015 | Q3 2022 | 28 |
SYK | STRYKER CORPORATION | 26 | 26 | 0.11% | 1.15% | 1.91% | Q2 2016 | Q3 2022 | 26 |
GOOG | Alphabet Inc Class C | 24 | 2 | 0.06% | 0.11% | 0.21% | Q4 2015 | Q3 2022 | 26 |
VTI | Vanguard Total Stock M... | 25 | 25 | 0.40% | 1.94% | 7.55% | Q3 2016 | Q3 2022 | 25 |
DEO | Diageo Plc New Adr | 22 | 1 | 0.12% | 0.92% | 1.45% | Q4 2015 | Q3 2022 | 25 |
KO | COCA COLA CO | 25 | 25 | 0.15% | 0.51% | 2.97% | Q3 2016 | Q3 2022 | 25 |
ACWI | ISHARES TR | 24 | 1 | 0.08% | 0.43% | 4.11% | Q4 2015 | Q3 2022 | 25 |
XLK | Technology Select Sect... | 24 | 24 | 0.98% | 5.96% | 8.28% | Q4 2016 | Q3 2022 | 24 |
AAPL | APPLE INC | 24 | 24 | 0.21% | 2.19% | 3.15% | Q4 2016 | Q3 2022 | 24 |
COST | COSTCO WHSL CORP NEW | 24 | 24 | 0.12% | 1.33% | 1.98% | Q4 2016 | Q3 2022 | 24 |
GOOGL | Google Inc Class A | 24 | 24 | 0.18% | 1.29% | 1.93% | Q4 2016 | Q3 2022 | 24 |
HEFA | ISHARES TR | 15 | 1 | 0.02% | 0.41% | 6.81% | Q4 2015 | Q3 2022 | 24 |
ACWX | ISHARES TR | 24 | 24 | 0.04% | 0.27% | 1.44% | Q4 2016 | Q3 2022 | 24 |
JPM | JPMORGAN CHASE & CO | 24 | 24 | 0.11% | 0.24% | 0.39% | Q4 2016 | Q3 2022 | 24 |
VWO | VANGUARD INTL EQUITY I... | 24 | 24 | 0.04% | 0.18% | 0.84% | Q4 2016 | Q3 2022 | 24 |
MA | MASTERCARD INCORPORATED | 21 | 1 | 0.11% | 0.16% | 0.22% | Q4 2015 | Q3 2022 | 24 |
UNP | UNION PACIFIC CORP | 24 | 24 | 0.07% | 0.10% | 0.16% | Q4 2016 | Q3 2022 | 24 |
VUG | VANGUARD INDEX FDS | 24 | 24 | 0.04% | 0.08% | 0.18% | Q4 2016 | Q3 2022 | 24 |
CWI | Spdr Msci Acwi Ex-Us | 24 | 24 | 0.02% | 0.05% | 0.13% | Q4 2016 | Q3 2022 | 24 |
VIG | VANGUARD SPECIALIZED P... | 22 | 1 | 0.20% | 0.43% | 0.92% | Q4 2015 | Q3 2022 | 23 |
USB | US BANCORP DEL | 21 | 1 | 0.24% | 1.00% | 1.44% | Q4 2015 | Q3 2022 | 22 |
PG | PROCTER & GAMBLE CO | 21 | 1 | 0.07% | 0.50% | 0.86% | Q4 2016 | Q3 2022 | 22 |
V | Visa Inc Cl A | 21 | 21 | 1.14% | 1.66% | 2.25% | Q3 2017 | Q3 2022 | 21 |
AMZN | AMAZON COM INC | 21 | 21 | 1.23% | 1.60% | 2.15% | Q3 2017 | Q3 2022 | 21 |
HD | HOME DEPOT INC | 21 | 21 | 1.10% | 1.54% | 1.91% | Q3 2017 | Q3 2022 | 21 |
AMT | Amern Tower Corp Class A | 21 | 21 | 0.99% | 1.49% | 2.13% | Q3 2017 | Q3 2022 | 21 |
NEE | Nextera Energy Inc Com | 21 | 21 | 1.05% | 1.41% | 1.87% | Q3 2017 | Q3 2022 | 21 |
APD | AIR PRODS & CHEMS INC | 21 | 21 | 0.97% | 1.38% | 2.01% | Q3 2017 | Q3 2022 | 21 |
YUM | YUM BRANDS INC | 21 | 21 | 0.85% | 1.34% | 1.88% | Q3 2017 | Q3 2022 | 21 |
BDX | BECTON DICKINSON & CO | 21 | 21 | 0.83% | 1.27% | 1.72% | Q3 2017 | Q3 2022 | 21 |
DE | DEERE & CO | 21 | 21 | 0.94% | 1.27% | 1.93% | Q3 2017 | Q3 2022 | 21 |
CVX | Chevrontexaco Corp | 21 | 21 | 0.67% | 1.26% | 1.68% | Q3 2017 | Q3 2022 | 21 |
MMC | MARSH & MCLENNAN COS INC | 21 | 21 | 0.88% | 1.25% | 1.56% | Q3 2017 | Q3 2022 | 21 |
BLK | BLACKROCK INC | 21 | 21 | 0.92% | 1.24% | 1.70% | Q3 2017 | Q3 2022 | 21 |
DIS | Walt Disney Hldg Co | 21 | 21 | 0.81% | 1.17% | 1.61% | Q3 2017 | Q3 2022 | 21 |
VZ | VERIZON COMMUNICATIONS... | 21 | 21 | 0.06% | 1.06% | 1.58% | Q3 2017 | Q3 2022 | 21 |
ABT | ABBOTT LABS | 21 | 21 | 0.20% | 0.99% | 1.30% | Q3 2017 | Q3 2022 | 21 |
GD | GENERAL DYNAMICS CORP | 21 | 21 | 0.04% | 0.73% | 1.51% | Q3 2017 | Q3 2022 | 21 |
SYY | SYSCO CORP | 21 | 21 | 0.29% | 0.65% | 1.28% | Q3 2017 | Q3 2022 | 21 |
ALGN | ALIGN TECHNOLOGY INC | 21 | 21 | 0.18% | 0.51% | 1.04% | Q3 2017 | Q3 2022 | 21 |
MSFT | MICROSOFT CORP | 21 | 21 | 0.19% | 0.39% | 0.86% | Q3 2017 | Q3 2022 | 21 |
SCHM | Schwab US Mid-Cap ETF | 21 | 21 | 0.27% | 0.39% | 0.46% | Q3 2017 | Q3 2022 | 21 |
RY | ROYAL BK CDA MONTREAL QUE | 21 | 21 | 0.17% | 0.29% | 0.42% | Q3 2017 | Q3 2022 | 21 |
SCHA | Schwab US Small-Cap ETF | 21 | 21 | 0.13% | 0.20% | 0.26% | Q3 2017 | Q3 2022 | 21 |
INTC | Intel Corporation | 21 | 21 | 0.03% | 0.11% | 0.24% | Q3 2017 | Q3 2022 | 21 |
TXN | Texas Instruments Inc | 21 | 21 | 0.07% | 0.09% | 0.12% | Q3 2017 | Q3 2022 | 21 |
PFE | Pfizer Incorporated | 21 | 21 | 0.03% | 0.09% | 0.17% | Q3 2017 | Q3 2022 | 21 |
FB | Meta Platforms Inc Cla... | 21 | 21 | 0.03% | 0.08% | 0.14% | Q3 2017 | Q3 2022 | 21 |
MCD | MCDONALDS CORP | 21 | 21 | 0.03% | 0.06% | 0.11% | Q3 2017 | Q3 2022 | 21 |
DENN | DENNYS CORP | 21 | 21 | 0.02% | 0.05% | 0.10% | Q3 2017 | Q3 2022 | 21 |
IYW | ISHARES TR | 19 | 1 | 0.18% | 0.25% | 0.29% | Q3 2017 | Q3 2022 | 20 |
XOM | ExxonMobil Corporation | 13 | 7 | 0.02% | 0.11% | 0.37% | Q4 2016 | Q3 2022 | 20 |
BAC | BK OF AMERICA CORP | 10 | 10 | 0.03% | 0.06% | 0.11% | Q3 2017 | Q3 2022 | 20 |
EEM | ISHARES TR | 15 | 1 | 0.03% | 0.15% | 0.75% | Q4 2015 | Q2 2022 | 19 |
IJH | Ishares Tr S&P Midcap | 11 | 8 | 0.02% | 0.15% | 0.54% | Q3 2017 | Q3 2022 | 19 |
GLD | SPDR GOLD TRUST | 18 | 1 | 0.03% | 0.14% | 0.52% | Q3 2017 | Q3 2022 | 19 |
ORCL | Oracle Corporation | 15 | 1 | 0.03% | 0.06% | 0.09% | Q3 2017 | Q3 2022 | 19 |
AMGN | Amgen Incorporated | 15 | 3 | 0.06% | 0.23% | 0.51% | Q3 2017 | Q3 2022 | 18 |
UPS | UNITED PARCEL SERVICE INC | 13 | 1 | 0.04% | 0.06% | 0.09% | Q3 2017 | Q3 2022 | 18 |
CSX | CSX CORP | 17 | 17 | 0.08% | 0.67% | 1.20% | Q3 2018 | Q3 2022 | 17 |
IJR | Ishares Tr S&P Smallcap | 10 | 7 | 0.02% | 0.08% | 0.22% | Q3 2017 | Q3 2022 | 17 |
CMCSA | Comcast Corp New Cl A | 10 | 7 | 0.04% | 0.08% | 0.12% | Q3 2017 | Q3 2022 | 17 |
ZTS | ZOETIS INC | 17 | 17 | 0.03% | 0.05% | 0.06% | Q3 2018 | Q3 2022 | 17 |
SPY | SPDR S&P 500 ETF TR | 10 | 3 | 0.03% | 0.06% | 0.13% | Q3 2017 | Q3 2022 | 16 |
MRK | MERCK & CO. INC | 15 | 15 | 0.71% | 0.96% | 1.35% | Q1 2019 | Q3 2022 | 15 |
MS | MORGAN STANLEY | 15 | 15 | 0.65% | 0.90% | 1.11% | Q1 2019 | Q3 2022 | 15 |
PEP | Pepsico Incorporated | 11 | 4 | 0.02% | 0.07% | 0.12% | Q4 2016 | Q3 2022 | 15 |
PNC | PNC FINL SVCS GROUP INC | 10 | 1 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q1 2022 | 15 |
VOO | Vanguard S&P 500 ETF | 14 | 14 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q3 2022 | 14 |
DHR | DANAHER CORPORATION | 10 | 4 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2022 | 14 |
BND | Vanguard Total Bond Ma... | 12 | 1 | 0.13% | 2.36% | 3.59% | Q4 2016 | Q3 2022 | 13 |
VLO | Valero Energy Group | 13 | 13 | 0.35% | 0.69% | 1.07% | Q3 2019 | Q3 2022 | 13 |
MO | ALTRIA GROUP INC | 9 | 4 | 0.03% | 0.14% | 0.25% | Q2 2017 | Q3 2022 | 13 |
DUK | Duke Energy Corporation | 10 | 3 | 0.02% | 0.06% | 0.09% | Q3 2017 | Q2 2022 | 13 |
ICSH | Ishares Tr Ultr Sh Trm Bd | 12 | 12 | 0.22% | 0.38% | 0.68% | Q4 2019 | Q3 2022 | 12 |
WM | WASTE MGMT INC DEL | 12 | 12 | 0.08% | 0.35% | 0.68% | Q4 2019 | Q3 2022 | 12 |
LOW | LOWES COS INC | 9 | 3 | 0.03% | 0.05% | 0.09% | Q3 2017 | Q3 2022 | 12 |
ITW | Illinois Tool Works Inc | 8 | 1 | 0.02% | 0.04% | 0.11% | Q4 2016 | Q3 2022 | 12 |
IXUS | ISHARES TR | 11 | 11 | 16.36% | 17.74% | 19.19% | Q1 2020 | Q3 2022 | 11 |
MMM | 3M Company | 10 | 1 | 0.02% | 1.05% | 1.54% | Q3 2017 | Q2 2022 | 11 |
HDEF | Xtrackers MSCI EAFE Hi... | 11 | 11 | 0.15% | 0.69% | 1.05% | Q1 2020 | Q3 2022 | 11 |
DES | WISDOMTREE TR | 11 | 11 | 0.08% | 0.46% | 0.69% | Q1 2020 | Q3 2022 | 11 |
LMT | LOCKHEED MARTIN CORP | 8 | 3 | 0.04% | 0.21% | 0.45% | Q3 2017 | Q3 2022 | 11 |
T | AT&T INC | 7 | 1 | 0.03% | 0.10% | 0.18% | Q4 2016 | Q3 2022 | 11 |
USO | UNITED STATES OIL FUND LP | 11 | 11 | 0.03% | 0.04% | 0.08% | Q4 2016 | Q2 2019 | 11 |
ALL | Allstate Corporation | 8 | 1 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q3 2022 | 11 |
BA | BOEING CO | 10 | 10 | 1.15% | 1.62% | 1.87% | Q3 2017 | Q4 2019 | 10 |
VXUS | Vanguard Star Fd Vangu... | 9 | 1 | 0.02% | 0.38% | 1.40% | Q4 2019 | Q3 2022 | 10 |
UNH | UNITEDHEALTH GROUP INC | 9 | 1 | 0.03% | 0.07% | 0.12% | Q4 2016 | Q3 2022 | 10 |
IBM | Intl Business Machines | 4 | 1 | 0.02% | 0.05% | 0.12% | Q3 2017 | Q3 2022 | 10 |
BMY | BRISTOL-MYERS SQUIBB CO | 7 | 3 | 0.04% | 0.05% | 0.07% | Q3 2017 | Q4 2021 | 10 |
QCOM | QUALCOMM INC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2022 | 10 |
CAT | CATERPILLAR INC DEL | 9 | 1 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2022 | 10 |
MPC | MARATHON PETE CORP | 9 | 9 | 0.76% | 1.23% | 1.56% | Q3 2017 | Q3 2019 | 9 |
WFC | WELLS FARGO CO NEW | 9 | 9 | 0.20% | 0.46% | 0.97% | Q3 2017 | Q3 2019 | 9 |
NVDA | NVIDIA CORPORATION | 8 | 1 | 0.05% | 0.27% | 0.47% | Q1 2018 | Q3 2022 | 9 |
SPMD | SPDR SER TR | 9 | 9 | 0.12% | 0.15% | 0.18% | Q1 2018 | Q1 2020 | 9 |
XLF | SELECT SECTOR SPDR TR | 8 | 1 | 0.07% | 0.11% | 0.18% | Q4 2016 | Q1 2019 | 9 |
SPSM | SPDR SER TR | 9 | 9 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q1 2020 | 9 |
HON | HONEYWELL INTL INC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2022 | 9 |
TGT | Target Corporation | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2022 | 9 |
DVY | ISHARES TR | 7 | 2 | 0.02% | 0.03% | 0.08% | Q3 2017 | Q3 2022 | 9 |
TMO | THERMO FISHER SCIENTIF... | 4 | 3 | 0.05% | 0.27% | 0.55% | Q2 2017 | Q3 2022 | 7 |
HEDJ | WISDOMTREE TR | 7 | 7 | 0.06% | 0.25% | 0.56% | Q4 2016 | Q2 2018 | 7 |
IEFA | ISHARES TR | 5 | 1 | 0.04% | 0.15% | 0.30% | Q3 2017 | Q3 2022 | 7 |
TJX | TJX COS INC NEW | 6 | 1 | 0.06% | 0.14% | 0.22% | Q4 2015 | Q1 2018 | 7 |
WRB | W R BERKLEY CORPORATION | 5 | 1 | 0.05% | 0.13% | 0.21% | Q4 2015 | Q1 2018 | 7 |
HYG | ISHARES TR | 6 | 1 | 0.06% | 0.13% | 0.19% | Q3 2017 | Q3 2019 | 7 |
MKL | MARKEL CORP | 4 | 3 | 0.05% | 0.13% | 0.25% | Q4 2015 | Q1 2018 | 7 |
IWM | ISHARES TR | 5 | 1 | 0.05% | 0.12% | 0.25% | Q4 2015 | Q4 2019 | 7 |
GSG | ISHARES S&P GSCI COMMO... | 6 | 1 | 0.04% | 0.08% | 0.12% | Q3 2017 | Q3 2019 | 7 |
QQQ | NASDAQ 100 Trust | 4 | 1 | 0.02% | 0.08% | 0.17% | Q2 2018 | Q2 2022 | 7 |
CSCO | Cisco Systems Inc | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q3 2022 | 7 |
AXNX | AXONICS MODULATION TEC... | 7 | 7 | 0.05% | 0.06% | 0.10% | Q1 2019 | Q3 2020 | 7 |
RTX | RAYTHEON TECHNOLOGIES ... | 4 | 3 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2022 | 7 |
ABBV | ABBVIE INC | 4 | 3 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2022 | 7 |
DGRW | WisdomTree US Quality ... | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 7 |
UWN | NEVADA GOLD & CASINOS INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 7 |
VTEB | Vanguard Muni Bnd Tax | 6 | 6 | 0.20% | 2.13% | 7.03% | Q2 2021 | Q3 2022 | 6 |
GS | GOLDMAN SACHS GROUP INC | 6 | 6 | 0.92% | 1.26% | 1.38% | Q3 2017 | Q4 2018 | 6 |
PM | PHILIP MORRIS INTL INC | 3 | 3 | 0.08% | 0.45% | 0.84% | Q3 2017 | Q3 2022 | 6 |
TWX | TIME WARNER INC | 6 | 6 | 0.13% | 0.25% | 0.42% | Q4 2016 | Q1 2018 | 6 |
QQQ | POWERSHARES QQQ TRUST | 6 | 6 | 0.12% | 0.17% | 0.23% | Q4 2016 | Q1 2018 | 6 |
RYT | RYDEX ETF TRUST | 6 | 6 | 0.10% | 0.15% | 0.22% | Q4 2016 | Q1 2018 | 6 |
XLV | SELECT SECTOR SPDR TR | 6 | 6 | 0.05% | 0.12% | 0.18% | Q4 2016 | Q1 2018 | 6 |
VO | Vanguard Mid Cap ETF | 5 | 1 | 0.02% | 0.11% | 0.26% | Q4 2019 | Q3 2022 | 6 |
SLCT | SELECT BANCORP INC NEW | 6 | 6 | 0.08% | 0.09% | 0.10% | Q3 2017 | Q4 2018 | 6 |
GE | GENERAL ELECTRIC CO | 6 | 6 | 0.04% | 0.09% | 0.13% | Q4 2016 | Q1 2018 | 6 |
STZ | CONSTELLATION BRANDS INC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q3 2017 | Q4 2019 | 6 |
NUV | NUVEEN MUN VALUE FD INC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q1 2018 | 6 |
ORLY | O Reilly Automotive New | 5 | 5 | 0.14% | 0.26% | 0.36% | Q3 2021 | Q3 2022 | 5 |
AOR | ISHARES TR | 4 | 1 | 0.07% | 0.14% | 0.20% | Q4 2019 | Q2 2022 | 5 |
AIG | AMERICAN INTL GROUP INC | 3 | 1 | 0.05% | 0.10% | 0.22% | Q4 2015 | Q1 2018 | 5 |
ITOT | ISHARES TR | 5 | 5 | 0.06% | 0.09% | 0.12% | Q4 2018 | Q4 2019 | 5 |
EAGG | Ishares Esg Aware US | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2022 | 5 |
DFUS | Dimensional US Equity ETF | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q3 2022 | 5 |
VRSN | VERISIGN INC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q3 2018 | 5 |
IP | INTL PAPER CO | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q3 2018 | 5 |
CELG | CELGENE CORP | 2 | 1 | 0.04% | 0.05% | 0.07% | Q3 2017 | Q2 2019 | 5 |
AVXL | ANAVEX LIFE SCIENCES CORP | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2019 | 5 |
MDT | MEDTRONIC PLC | 2 | 2 | 0.05% | 0.06% | 0.10% | Q3 2017 | Q4 2018 | 4 |
AXP | AMERICAN EXPRESS CO | 3 | 1 | 0.02% | 0.06% | 0.08% | Q3 2017 | Q4 2020 | 4 |
ESGE | iShares ESG MSCI EM ETF | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
TSLA | Tesla Motors Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 4 |
SLV | iShares Silver Trust | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
GIS | GENERAL MLS INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
EFA | Ishares Tr Msci Eafe Fd | 1 | 1 | 0.02% | 0.83% | 2.37% | Q4 2015 | Q4 2021 | 3 |
MLPI | UBS AG JERSEY BRH | 3 | 3 | 0.55% | 0.60% | 0.66% | Q4 2016 | Q2 2017 | 3 |
VV | Vanguard Large Cap | 3 | 3 | 0.04% | 0.55% | 1.10% | Q1 2022 | Q3 2022 | 3 |
VGT | Vanguard Information T... | 3 | 3 | 0.10% | 0.23% | 0.33% | Q1 2022 | Q3 2022 | 3 |
HSIC | SCHEIN HENRY INC | 3 | 3 | 0.20% | 0.22% | 0.26% | Q3 2017 | Q1 2018 | 3 |
AGN | ALLERGAN PLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q4 2016 | Q2 2017 | 3 |
PSX | PHILLIPS 66 | 3 | 3 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q1 2018 | 3 |
HOMB | HOME BANCSHARES INC | 3 | 3 | 0.06% | 0.10% | 0.17% | Q3 2017 | Q1 2018 | 3 |
BBT | BB&T CORP | 3 | 3 | 0.09% | 0.10% | 0.10% | Q3 2017 | Q1 2018 | 3 |
VB | Vanguard Small Cap | 3 | 3 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q3 2022 | 3 |
SBUX | STARBUCKS CORP | 3 | 3 | 0.09% | 0.09% | 0.10% | Q3 2017 | Q1 2018 | 3 |
DPZ | DOMINOS PIZZA INC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2017 | Q1 2018 | 3 |
LLY | Lilly Eli & Company | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q3 2022 | 3 |
UTX | UNITED TECHNOLOGIES CORP | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2017 | Q1 2018 | 3 |
LULU | Lululemon Athletica Inc | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2022 | 3 |
XBI | SPDR SERIES TRUST | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q1 2018 | 3 |
IAU | ISHARES GOLD TRUST | 1 | 1 | 0.03% | 0.05% | 0.10% | Q2 2016 | Q4 2018 | 3 |
ED | CONSOLIDATED EDISON INC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2017 | Q1 2018 | 3 |
JJSF | J & J SNACK FOODS CORP | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2017 | Q1 2018 | 3 |
DIA | SPDR DOW JONES INDL AV... | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q1 2018 | 3 |
AGG | Ishares Tr Barclays Ag... | 2 | 1 | 0.02% | 0.05% | 0.06% | Q3 2018 | Q3 2022 | 3 |
PFF | ISHARES TR | 2 | 1 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q3 2019 | 3 |
RF | REGIONS FINL CORP NEW | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q1 2018 | 3 |
IAU | Ishares Gold TRUST | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
COF | CAPITAL ONE FINL CORP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
DVN | DEVON ENERGY CORP NEW | 2 | 2 | 0.47% | 0.49% | 0.50% | Q3 2017 | Q4 2017 | 2 |
JPST | J P MORGAN EXCHANGE-TR... | 2 | 2 | 0.32% | 0.36% | 0.40% | Q4 2020 | Q1 2021 | 2 |
IEMG | Ishares Inc Core Msci ... | 2 | 2 | 0.06% | 0.25% | 0.44% | Q2 2022 | Q3 2022 | 2 |
COP | CONOCOPHILLIPS | 1 | 1 | 0.12% | 0.13% | 0.14% | Q3 2017 | Q1 2018 | 2 |
RYT | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.12% | 0.13% | 0.14% | Q3 2018 | Q1 2019 | 2 |
VGSH | Vanguard Short-Term Tr... | 1 | 1 | 0.06% | 0.12% | 0.18% | Q4 2018 | Q3 2022 | 2 |
FAST | FASTENAL CO | 1 | 1 | 0.05% | 0.11% | 0.17% | Q4 2016 | Q1 2018 | 2 |
VBK | Vanguard Small Cap Grwth | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2022 | Q3 2022 | 2 |
SPGM | SPDR Portfolio MSCI Gl... | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q3 2022 | 2 |
DLR | DIGITAL RLTY TR INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q1 2018 | 2 |
CVS | CVS HEALTH CORP | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q4 2017 | 2 |
PNFP | PINNACLE FINL PARTNERS... | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2017 | Q4 2017 | 2 |
SLB | SCHLUMBERGER LTD | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q4 2017 | 2 |
LQD | iShares iboxx Investme... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
ADP | Auto Data Processing | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
SO | The Southern Company | 2 | 2 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q4 2021 | 2 |
VTV | Vanguard Value | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
CME | Chicago Mercantile Exch | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
INTU | Intuit Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
XRAY | DENTSPLY SIRONA INC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2017 | Q4 2017 | 1 |
VCSH | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2016 | Q4 2016 | 1 |
STI | SUNTRUST BKS INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2018 | Q2 2018 | 1 |
IWO | ISHARES TR | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2015 | Q4 2015 | 1 |
MUB | Ishares Nationl Amt Free | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2022 | Q3 2022 | 1 |
SLYV | Spdr S&P 600 Small Cap | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
BRMK | BROADMARK RLTY CAP INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
AMJ | JPMORGAN CHASE & CO | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2016 | Q4 2016 | 1 |
ESRX | EXPRESS SCRIPTS HLDG CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2015 | Q4 2015 | 1 |
IMCG | iShares Morningstar Mi... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
SCHG | SCHWAB STRATEGIC TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
SCHX | SCHWAB STRATEGIC TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Berkshire Hathaway Cl A | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 | |
VCF | DELAWARE INV CO MUN IN... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
PHYS | SPROTT PHYSICAL GOLD T... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
GPN | Global Payments Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
TMUS | T MOBILE US INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
VEU | VANGUARD INTL EQUITY I... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
VTIP | VANGUARD MALVERN FDS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
FIBK | FIRST INTST BANCSYSTEM... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
BKI | BLACK KNIGHT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
AXTA | AXALTA COATING SYS LTD | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
TLT | Ishares Tr Barclays Bond | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
ESGU | iShares ESG MSCI USA ETF | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ANTM | ANTHEM INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
D | Dominion Res Inc Va New | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
IYC | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
GILD | GILEAD SCIENCES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
VNQ | Vanguard Reit | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
OILNF | BARCLAYS BK PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
PLM | POLYMET MINING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ADVM | Adverum Biotechnologie... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MAR | MARRIOTT INTL INC NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
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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.