250 is the total number of securities ANCORA FAMILY WEALTH ADVISORS, LLC has owned. The longest ANCORA FAMILY WEALTH ADVISORS, LLC has owned a single stock is 5 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SJM | SMUCKER J M CO | 5 | 5 | 3.00% | 4.95% | 7.19% | Q3 2015 | Q3 2016 | 5 |
SCHZ | SCHWAB STRATEGIC TR | 5 | 5 | 4.61% | 4.85% | 4.92% | Q3 2015 | Q3 2016 | 5 |
AAPL | APPLE INC | 5 | 5 | 2.40% | 2.62% | 2.90% | Q3 2015 | Q3 2016 | 5 |
XOM | EXXON MOBIL CORP | 5 | 5 | 2.09% | 2.26% | 2.48% | Q3 2015 | Q3 2016 | 5 |
CVX | CHEVRON CORP NEW | 5 | 5 | 1.76% | 2.23% | 2.50% | Q3 2015 | Q3 2016 | 5 |
SCHX | SCHWAB STRATEGIC TR | 5 | 5 | 2.01% | 2.10% | 2.22% | Q3 2015 | Q3 2016 | 5 |
PEP | PEPSICO INC | 5 | 5 | 1.71% | 1.97% | 2.12% | Q3 2015 | Q3 2016 | 5 |
PG | PROCTER & GAMBLE CO | 5 | 5 | 1.67% | 1.94% | 2.06% | Q3 2015 | Q3 2016 | 5 |
ESRX | EXPRESS SCRIPTS HLDG CO | 5 | 5 | 1.55% | 1.72% | 1.96% | Q3 2015 | Q3 2016 | 5 |
JNJ | JOHNSON & JOHNSON | 5 | 5 | 1.21% | 1.68% | 1.95% | Q3 2015 | Q3 2016 | 5 |
SCHF | SCHWAB STRATEGIC TR | 5 | 5 | 1.50% | 1.62% | 1.80% | Q3 2015 | Q3 2016 | 5 |
BRKB | BERKSHIRE HATHAWAY INC... | 5 | 5 | 1.43% | 1.58% | 1.72% | Q3 2015 | Q3 2016 | 5 |
UTX | UNITED TECHNOLOGIES CORP | 5 | 5 | 1.37% | 1.49% | 1.61% | Q3 2015 | Q3 2016 | 5 |
ORCL | ORACLE CORP | 5 | 5 | 1.28% | 1.41% | 1.58% | Q3 2015 | Q3 2016 | 5 |
WELL | WELLTOWER INC | 5 | 5 | 1.13% | 1.36% | 1.52% | Q3 2015 | Q3 2016 | 5 |
MA | MASTERCARD INCORPORATED | 5 | 5 | 1.23% | 1.34% | 1.44% | Q3 2015 | Q3 2016 | 5 |
ETN | EATON CORP PLC | 5 | 5 | 1.15% | 1.31% | 1.40% | Q3 2015 | Q3 2016 | 5 |
T | AT&T INC | 5 | 5 | 1.10% | 1.28% | 1.41% | Q3 2015 | Q3 2016 | 5 |
SLB | SCHLUMBERGER LTD | 5 | 5 | 0.93% | 1.23% | 1.43% | Q3 2015 | Q3 2016 | 5 |
MMM | 3M CO | 5 | 5 | 1.10% | 1.19% | 1.26% | Q3 2015 | Q3 2016 | 5 |
UNP | UNION PAC CORP | 5 | 5 | 0.78% | 1.16% | 1.34% | Q3 2015 | Q3 2016 | 5 |
PCLN | PRICELINE GRP INC | 5 | 5 | 0.90% | 1.11% | 1.22% | Q3 2015 | Q3 2016 | 5 |
ARCC | ARES CAP CORP | 5 | 5 | 0.68% | 1.06% | 1.35% | Q3 2015 | Q3 2016 | 5 |
WFC | WELLS FARGO & CO NEW | 5 | 5 | 0.94% | 1.01% | 1.08% | Q3 2015 | Q3 2016 | 5 |
EPD | ENTERPRISE PRODS PARTN... | 5 | 5 | 0.93% | 1.00% | 1.08% | Q3 2015 | Q3 2016 | 5 |
PSX | PHILLIPS 66 | 5 | 5 | 0.82% | 0.99% | 1.15% | Q3 2015 | Q3 2016 | 5 |
VOO | VANGUARD INDEX FDS | 5 | 5 | 0.96% | 0.99% | 1.06% | Q3 2015 | Q3 2016 | 5 |
DIS | DISNEY WALT CO | 5 | 5 | 0.86% | 0.93% | 1.00% | Q3 2015 | Q3 2016 | 5 |
PEO | ADAM NAT RES FD INC | 5 | 5 | 0.64% | 0.91% | 1.03% | Q3 2015 | Q3 2016 | 5 |
UNH | UNITEDHEALTH GROUP INC | 5 | 5 | 0.80% | 0.89% | 0.99% | Q3 2015 | Q3 2016 | 5 |
COP | CONOCOPHILLIPS | 5 | 5 | 0.44% | 0.84% | 1.22% | Q3 2015 | Q3 2016 | 5 |
CSX | CSX CORP | 5 | 5 | 0.70% | 0.82% | 0.93% | Q3 2015 | Q3 2016 | 5 |
ZTS | ZOETIS INC | 5 | 5 | 0.63% | 0.82% | 0.94% | Q3 2015 | Q3 2016 | 5 |
QCOM | QUALCOMM INC | 5 | 5 | 0.74% | 0.81% | 0.96% | Q3 2015 | Q3 2016 | 5 |
HON | HONEYWELL INTL INC | 5 | 5 | 0.75% | 0.81% | 0.88% | Q3 2015 | Q3 2016 | 5 |
DEO | DIAGEO P L C | 5 | 5 | 0.66% | 0.77% | 0.89% | Q3 2015 | Q3 2016 | 5 |
APA | APACHE CORP | 5 | 5 | 0.64% | 0.76% | 0.84% | Q3 2015 | Q3 2016 | 5 |
CVS | CVS HEALTH CORP | 5 | 5 | 0.70% | 0.76% | 0.84% | Q3 2015 | Q3 2016 | 5 |
VZ | VERIZON COMMUNICATIONS... | 5 | 5 | 0.63% | 0.74% | 0.83% | Q3 2015 | Q3 2016 | 5 |
RSG | REPUBLIC SVCS INC | 5 | 5 | 0.52% | 0.72% | 0.85% | Q3 2015 | Q3 2016 | 5 |
MSFT | MICROSOFT CORP | 5 | 5 | 0.51% | 0.71% | 0.87% | Q3 2015 | Q3 2016 | 5 |
BX | BLACKSTONE GROUP L P | 5 | 5 | 0.60% | 0.66% | 0.70% | Q3 2015 | Q3 2016 | 5 |
BPL | BUCKEYE PARTNERS L P | 5 | 5 | 0.52% | 0.65% | 0.78% | Q3 2015 | Q3 2016 | 5 |
FEX | FIRST TR LRGE CP CORE ... | 5 | 5 | 0.63% | 0.65% | 0.68% | Q3 2015 | Q3 2016 | 5 |
WPC | W P CAREY INC | 5 | 5 | 0.51% | 0.64% | 0.72% | Q3 2015 | Q3 2016 | 5 |
EXPD | EXPEDITORS INTL WASH INC | 5 | 5 | 0.37% | 0.63% | 0.87% | Q3 2015 | Q3 2016 | 5 |
ABBV | ABBVIE INC | 5 | 5 | 0.57% | 0.61% | 0.66% | Q3 2015 | Q3 2016 | 5 |
GILD | GILEAD SCIENCES INC | 5 | 5 | 0.44% | 0.59% | 0.65% | Q3 2015 | Q3 2016 | 5 |
VCSH | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.38% | 0.57% | 0.86% | Q3 2015 | Q3 2016 | 5 |
DOW | DOW CHEM CO | 5 | 5 | 0.51% | 0.57% | 0.67% | Q3 2015 | Q3 2016 | 5 |
USB | US BANCORP DEL | 5 | 5 | 0.55% | 0.56% | 0.59% | Q3 2015 | Q3 2016 | 5 |
ACN | ACCENTURE PLC IRELAND | 5 | 5 | 0.33% | 0.56% | 0.75% | Q3 2015 | Q3 2016 | 5 |
ABT | ABBOTT LABS | 5 | 5 | 0.47% | 0.55% | 0.60% | Q3 2015 | Q3 2016 | 5 |
TWX | TIME WARNER INC | 5 | 5 | 0.25% | 0.52% | 0.74% | Q3 2015 | Q3 2016 | 5 |
BAM | BROOKFIELD ASSET MGMT INC | 5 | 5 | 0.40% | 0.52% | 0.61% | Q3 2015 | Q3 2016 | 5 |
UL | UNILEVER PLC | 5 | 5 | 0.48% | 0.52% | 0.56% | Q3 2015 | Q3 2016 | 5 |
EOT | EATON VANCE NATL MUN O... | 5 | 5 | 0.47% | 0.52% | 0.55% | Q3 2015 | Q3 2016 | 5 |
WY | WEYERHAEUSER CO | 5 | 5 | 0.29% | 0.51% | 0.90% | Q3 2015 | Q3 2016 | 5 |
PFE | PFIZER INC | 5 | 5 | 0.45% | 0.50% | 0.58% | Q3 2015 | Q3 2016 | 5 |
NKE | NIKE INC | 5 | 5 | 0.34% | 0.50% | 0.74% | Q3 2015 | Q3 2016 | 5 |
PH | PARKER HANNIFIN CORP | 5 | 5 | 0.46% | 0.49% | 0.54% | Q3 2015 | Q3 2016 | 5 |
FLR | FLUOR CORP NEW | 5 | 5 | 0.24% | 0.45% | 0.66% | Q3 2015 | Q3 2016 | 5 |
VXF | VANGUARD INDEX FDS | 5 | 5 | 0.42% | 0.44% | 0.46% | Q3 2015 | Q3 2016 | 5 |
AMZN | AMAZON COM INC | 5 | 5 | 0.31% | 0.44% | 0.66% | Q3 2015 | Q3 2016 | 5 |
RPM | RPM INTL INC | 5 | 5 | 0.42% | 0.44% | 0.46% | Q3 2015 | Q3 2016 | 5 |
FDL | FIRST TR MORNINGSTAR D... | 5 | 5 | 0.42% | 0.44% | 0.47% | Q3 2015 | Q3 2016 | 5 |
GD | GENERAL DYNAMICS CORP | 5 | 5 | 0.26% | 0.44% | 0.57% | Q3 2015 | Q3 2016 | 5 |
JPM | JPMORGAN CHASE & CO | 5 | 5 | 0.36% | 0.43% | 0.52% | Q3 2015 | Q3 2016 | 5 |
CMCSA | COMCAST CORP NEW | 5 | 5 | 0.34% | 0.42% | 0.53% | Q3 2015 | Q3 2016 | 5 |
MMP | MAGELLAN MIDSTREAM PRT... | 5 | 5 | 0.16% | 0.41% | 0.54% | Q3 2015 | Q3 2016 | 5 |
IBM | INTERNATIONAL BUSINESS... | 5 | 5 | 0.14% | 0.41% | 0.81% | Q3 2015 | Q3 2016 | 5 |
TRV | TRAVELERS COMPANIES INC | 5 | 5 | 0.34% | 0.41% | 0.47% | Q3 2015 | Q3 2016 | 5 |
D | DOMINION RES INC VA NEW | 5 | 5 | 0.33% | 0.40% | 0.46% | Q3 2015 | Q3 2016 | 5 |
V | VISA INC | 5 | 5 | 0.38% | 0.39% | 0.42% | Q3 2015 | Q3 2016 | 5 |
DD | DU PONT E I DE NEMOURS... | 5 | 5 | 0.27% | 0.39% | 0.53% | Q3 2015 | Q3 2016 | 5 |
SCHW | SCHWAB CHARLES CORP NEW | 5 | 5 | 0.33% | 0.39% | 0.45% | Q3 2015 | Q3 2016 | 5 |
GWW | GRAINGER W W INC | 5 | 5 | 0.09% | 0.38% | 0.57% | Q3 2015 | Q3 2016 | 5 |
LUK | LEUCADIA NATL CORP | 5 | 5 | 0.14% | 0.38% | 0.76% | Q3 2015 | Q3 2016 | 5 |
MO | ALTRIA GROUP INC | 5 | 5 | 0.33% | 0.37% | 0.41% | Q3 2015 | Q3 2016 | 5 |
SCHE | SCHWAB STRATEGIC TR | 5 | 5 | 0.26% | 0.35% | 0.41% | Q3 2015 | Q3 2016 | 5 |
IJH | ISHARES TR | 5 | 5 | 0.34% | 0.35% | 0.36% | Q3 2015 | Q3 2016 | 5 |
CTSH | COGNIZANT TECHNOLOGY S... | 5 | 5 | 0.28% | 0.34% | 0.37% | Q3 2015 | Q3 2016 | 5 |
AWP | ALPINE GLOBAL PREMIER ... | 5 | 5 | 0.23% | 0.34% | 0.44% | Q3 2015 | Q3 2016 | 5 |
COST | COSTCO WHSL CORP NEW | 5 | 5 | 0.26% | 0.34% | 0.40% | Q3 2015 | Q3 2016 | 5 |
CSCO | CISCO SYS INC | 5 | 5 | 0.25% | 0.34% | 0.46% | Q3 2015 | Q3 2016 | 5 |
BP | BP PLC | 5 | 5 | 0.19% | 0.33% | 0.68% | Q3 2015 | Q3 2016 | 5 |
GLW | CORNING INC | 5 | 5 | 0.21% | 0.33% | 0.40% | Q3 2015 | Q3 2016 | 5 |
NFJ | ALLIANZGI NFJ DIVID IN... | 5 | 5 | 0.20% | 0.32% | 0.36% | Q3 2015 | Q3 2016 | 5 |
BDX | BECTON DICKINSON & CO | 5 | 5 | 0.28% | 0.32% | 0.40% | Q3 2015 | Q3 2016 | 5 |
FBHS | FORTUNE BRANDS HOME & ... | 5 | 5 | 0.27% | 0.31% | 0.35% | Q3 2015 | Q3 2016 | 5 |
SPY | SPDR S&P 500 ETF TR | 5 | 5 | 0.28% | 0.31% | 0.34% | Q3 2015 | Q3 2016 | 5 |
ADP | AUTOMATIC DATA PROCESS... | 5 | 5 | 0.26% | 0.31% | 0.33% | Q3 2015 | Q3 2016 | 5 |
NSC | NORFOLK SOUTHERN CORP | 5 | 5 | 0.25% | 0.30% | 0.39% | Q3 2015 | Q3 2016 | 5 |
CINF | CINCINNATI FINL CORP | 5 | 5 | 0.26% | 0.30% | 0.33% | Q3 2015 | Q3 2016 | 5 |
VHT | VANGUARD WORLD FDS | 5 | 5 | 0.27% | 0.30% | 0.33% | Q3 2015 | Q3 2016 | 5 |
UTF | COHEN & STEERS INFRAST... | 5 | 5 | 0.22% | 0.29% | 0.36% | Q3 2015 | Q3 2016 | 5 |
TJX | TJX COS INC NEW | 5 | 5 | 0.24% | 0.29% | 0.32% | Q3 2015 | Q3 2016 | 5 |
MXIM | MAXIM INTEGRATED PRODS... | 5 | 5 | 0.27% | 0.29% | 0.32% | Q3 2015 | Q3 2016 | 5 |
SO | SOUTHERN CO | 5 | 5 | 0.21% | 0.28% | 0.35% | Q3 2015 | Q3 2016 | 5 |
GE | GENERAL ELECTRIC CO | 5 | 5 | 0.19% | 0.28% | 0.33% | Q3 2015 | Q3 2016 | 5 |
SIG | SIGNET JEWELERS LIMITED | 5 | 5 | 0.21% | 0.27% | 0.33% | Q3 2015 | Q3 2016 | 5 |
CFBK | CENTRAL FED CORP | 5 | 5 | 0.21% | 0.27% | 0.39% | Q3 2015 | Q3 2016 | 5 |
LOW | LOWES COS INC | 5 | 5 | 0.22% | 0.26% | 0.28% | Q3 2015 | Q3 2016 | 5 |
DE | DEERE & CO | 5 | 5 | 0.14% | 0.26% | 0.42% | Q3 2015 | Q3 2016 | 5 |
EXG | EATON VANCE TAX MNGD G... | 5 | 5 | 0.17% | 0.26% | 0.32% | Q3 2015 | Q3 2016 | 5 |
MCHP | MICROCHIP TECHNOLOGY INC | 5 | 5 | 0.15% | 0.25% | 0.29% | Q3 2015 | Q3 2016 | 5 |
PNC | PNC FINL SVCS GROUP INC | 5 | 5 | 0.19% | 0.25% | 0.30% | Q3 2015 | Q3 2016 | 5 |
IJR | ISHARES TR | 5 | 5 | 0.18% | 0.23% | 0.27% | Q3 2015 | Q3 2016 | 5 |
KO | COCA COLA CO | 5 | 5 | 0.20% | 0.23% | 0.27% | Q3 2015 | Q3 2016 | 5 |
BMY | BRISTOL MYERS SQUIBB CO | 5 | 5 | 0.19% | 0.22% | 0.27% | Q3 2015 | Q3 2016 | 5 |
UPS | UNITED PARCEL SERVICE INC | 5 | 5 | 0.20% | 0.22% | 0.26% | Q3 2015 | Q3 2016 | 5 |
VGT | VANGUARD WORLD FDS | 5 | 5 | 0.21% | 0.22% | 0.23% | Q3 2015 | Q3 2016 | 5 |
CL | COLGATE PALMOLIVE CO | 5 | 5 | 0.20% | 0.21% | 0.22% | Q3 2015 | Q3 2016 | 5 |
PM | PHILIP MORRIS INTL INC | 5 | 5 | 0.19% | 0.20% | 0.22% | Q3 2015 | Q3 2016 | 5 |
ETJ | EATON VANCE RISK MNGD ... | 5 | 5 | 0.07% | 0.20% | 0.44% | Q3 2015 | Q3 2016 | 5 |
TEI | TEMPLETON EMERG MKTS I... | 5 | 5 | 0.14% | 0.19% | 0.23% | Q3 2015 | Q3 2016 | 5 |
SHW | SHERWIN WILLIAMS CO | 5 | 5 | 0.15% | 0.19% | 0.21% | Q3 2015 | Q3 2016 | 5 |
MCD | MCDONALDS CORP | 5 | 5 | 0.16% | 0.19% | 0.21% | Q3 2015 | Q3 2016 | 5 |
INTC | INTEL CORP | 5 | 5 | 0.10% | 0.19% | 0.27% | Q3 2015 | Q3 2016 | 5 |
LBYYQ | LIBBEY INC | 5 | 5 | 0.12% | 0.18% | 0.22% | Q3 2015 | Q3 2016 | 5 |
XLI | SELECT SECTOR SPDR TR | 5 | 5 | 0.10% | 0.16% | 0.21% | Q3 2015 | Q3 2016 | 5 |
MBCN | MIDDLEFIELD BANC CORP | 5 | 5 | 0.14% | 0.16% | 0.17% | Q3 2015 | Q3 2016 | 5 |
AEP | AMERICAN ELEC PWR INC | 5 | 5 | 0.14% | 0.16% | 0.17% | Q3 2015 | Q3 2016 | 5 |
GRX | GABELLI HLTHCARE & WEL... | 5 | 5 | 0.12% | 0.16% | 0.19% | Q3 2015 | Q3 2016 | 5 |
WBA | WALGREENS BOOTS ALLIAN... | 5 | 5 | 0.15% | 0.16% | 0.17% | Q3 2015 | Q3 2016 | 5 |
PX | PRAXAIR INC | 5 | 5 | 0.11% | 0.15% | 0.22% | Q3 2015 | Q3 2016 | 5 |
SPE | SPECIAL OPPORTUNITIES ... | 5 | 5 | 0.10% | 0.15% | 0.21% | Q3 2015 | Q3 2016 | 5 |
MRK | MERCK & CO INC NEW | 5 | 5 | 0.13% | 0.15% | 0.22% | Q3 2015 | Q3 2016 | 5 |
ANDE | ANDERSONS INC | 5 | 5 | 0.14% | 0.15% | 0.16% | Q3 2015 | Q3 2016 | 5 |
HD | HOME DEPOT INC | 5 | 5 | 0.10% | 0.14% | 0.21% | Q3 2015 | Q3 2016 | 5 |
MDLZ | MONDELEZ INTL INC | 5 | 5 | 0.11% | 0.13% | 0.16% | Q3 2015 | Q3 2016 | 5 |
VO | VANGUARD INDEX FDS | 5 | 5 | 0.12% | 0.13% | 0.15% | Q3 2015 | Q3 2016 | 5 |
DUK | DUKE ENERGY CORP NEW | 5 | 5 | 0.09% | 0.13% | 0.15% | Q3 2015 | Q3 2016 | 5 |
BIF | BOULDER GROWTH & INCOM... | 5 | 5 | 0.06% | 0.13% | 0.25% | Q3 2015 | Q3 2016 | 5 |
ET | ENERGY TRANSFER EQUITY... | 5 | 5 | 0.06% | 0.12% | 0.22% | Q3 2015 | Q3 2016 | 5 |
TGT | TARGET CORP | 5 | 5 | 0.10% | 0.12% | 0.15% | Q3 2015 | Q3 2016 | 5 |
BIV | VANGUARD BD INDEX FD INC | 5 | 5 | 0.11% | 0.12% | 0.12% | Q3 2015 | Q3 2016 | 5 |
KKR | KKR & CO L P DEL | 5 | 5 | 0.08% | 0.12% | 0.18% | Q3 2015 | Q3 2016 | 5 |
MSI | MOTOROLA SOLUTIONS INC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2015 | Q3 2016 | 5 |
IWS | ISHARES TR | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2015 | Q3 2016 | 5 |
ZF | ZWEIG FD | 5 | 5 | 0.06% | 0.11% | 0.15% | Q3 2015 | Q3 2016 | 5 |
EEM | ISHARES TR | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2015 | Q3 2016 | 5 |
NXP | NUVEEN SELECT TAX FREE... | 5 | 5 | 0.10% | 0.11% | 0.11% | Q3 2015 | Q3 2016 | 5 |
AGG | ISHARES TR | 5 | 5 | 0.09% | 0.10% | 0.15% | Q3 2015 | Q3 2016 | 5 |
IBB | ISHARES TR | 5 | 5 | 0.09% | 0.10% | 0.12% | Q3 2015 | Q3 2016 | 5 |
HHC | HOWARD HUGHES CORP | 5 | 5 | 0.08% | 0.09% | 0.12% | Q3 2015 | Q3 2016 | 5 |
IWR | ISHARES TR | 5 | 5 | 0.08% | 0.09% | 0.12% | Q3 2015 | Q3 2016 | 5 |
NVO | NOVO-NORDISK A S | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2015 | Q3 2016 | 5 |
BOE | BLACKROCK GLOBAL OPP E... | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2015 | Q3 2016 | 5 |
MORE | MONOGRAM RESIDENTIAL T... | 5 | 5 | 0.06% | 0.08% | 0.09% | Q3 2015 | Q3 2016 | 5 |
JQC | NUVEEN CR STRATEGIES I... | 5 | 5 | 0.04% | 0.07% | 0.10% | Q3 2015 | Q3 2016 | 5 |
NXR | NUVEEN SELECT TAX FREE... | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2015 | Q3 2016 | 5 |
MHF | WESTERN ASSET MUN HI I... | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2015 | Q3 2016 | 5 |
ATHX | ATHERSYS INC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2016 | 5 |
GOOG | ALPHABET INC | 4 | 4 | 1.11% | 1.25% | 1.36% | Q4 2015 | Q3 2016 | 4 |
GOOGL | ALPHABET INC | 4 | 4 | 0.66% | 0.79% | 0.86% | Q4 2015 | Q3 2016 | 4 |
CERN | CERNER CORP | 4 | 4 | 0.30% | 0.54% | 0.70% | Q4 2015 | Q3 2016 | 4 |
WYPRA | WEYERHAEUSER CO | 4 | 4 | 0.24% | 0.33% | 0.39% | Q3 2015 | Q2 2016 | 4 |
NOC | NORTHROP GRUMMAN CORP | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2015 | Q3 2016 | 4 |
BLK | BLACKROCK INC | 4 | 4 | 0.09% | 0.14% | 0.18% | Q4 2015 | Q3 2016 | 4 |
K | KELLOGG CO | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2015 | Q3 2016 | 4 |
SCHB | SCHWAB STRATEGIC TR | 3 | 1 | 0.09% | 0.10% | 0.11% | Q3 2015 | Q3 2016 | 4 |
FB | FACEBOOK INC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2015 | Q3 2016 | 4 |
TSLA | TESLA MTRS INC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2015 | Q3 2016 | 4 |
VYM | VANGUARD WHITEHALL FDS... | 3 | 1 | 0.08% | 0.09% | 0.10% | Q3 2015 | Q3 2016 | 4 |
IEI | ISHARES TR | 3 | 1 | 0.07% | 0.08% | 0.09% | Q3 2015 | Q3 2016 | 4 |
FCX | FREEPORT-MCMORAN INC | 3 | 1 | 0.04% | 0.05% | 0.07% | Q3 2015 | Q3 2016 | 4 |
TYFDL | TYSON FOODS INC | 3 | 3 | 0.52% | 0.73% | 0.91% | Q3 2015 | Q1 2016 | 3 |
BIIB | BIOGEN INC | 3 | 3 | 0.28% | 0.41% | 0.54% | Q1 2016 | Q3 2016 | 3 |
BAX | BAXTER INTL INC | 3 | 3 | 0.17% | 0.31% | 0.43% | Q3 2015 | Q1 2016 | 3 |
JOF | JAPAN SMALLER CAPTLZTN... | 3 | 3 | 0.14% | 0.20% | 0.25% | Q3 2015 | Q1 2016 | 3 |
AON | AON PLC | 3 | 3 | 0.10% | 0.19% | 0.25% | Q1 2016 | Q3 2016 | 3 |
IGSB | ISHARES TR | 3 | 3 | 0.16% | 0.17% | 0.19% | Q1 2016 | Q3 2016 | 3 |
SCHD | SCHWAB STRATEGIC TR | 2 | 1 | 0.11% | 0.15% | 0.18% | Q3 2015 | Q3 2016 | 3 |
HYG | ISHARES TR | 3 | 3 | 0.09% | 0.15% | 0.19% | Q1 2016 | Q3 2016 | 3 |
CAT | CATERPILLAR INC DEL | 2 | 1 | 0.10% | 0.13% | 0.18% | Q3 2015 | Q3 2016 | 3 |
CPRT | COPART INC | 3 | 3 | 0.08% | 0.12% | 0.14% | Q1 2016 | Q3 2016 | 3 |
NVS | NOVARTIS A G | 2 | 1 | 0.09% | 0.10% | 0.10% | Q3 2015 | Q3 2016 | 3 |
AMGN | AMGEN INC | 2 | 1 | 0.09% | 0.10% | 0.11% | Q4 2015 | Q3 2016 | 3 |
BAC | BANK AMER CORP | 2 | 1 | 0.06% | 0.09% | 0.15% | Q3 2015 | Q3 2016 | 3 |
NEE | NEXTERA ENERGY INC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q3 2016 | 3 |
CVC | CABLEVISION SYS CORP | 3 | 3 | 0.09% | 0.09% | 0.09% | Q3 2015 | Q1 2016 | 3 |
HRS | HARRIS CORP DEL | 2 | 2 | 0.53% | 0.63% | 0.73% | Q2 2016 | Q3 2016 | 2 |
GF | NEW GERMANY FD INC | 2 | 2 | 0.27% | 0.40% | 0.54% | Q3 2015 | Q4 2015 | 2 |
NOV | NATIONAL OILWELL VARCO... | 2 | 2 | 0.15% | 0.35% | 0.55% | Q3 2015 | Q4 2015 | 2 |
KSS | KOHLS CORP | 2 | 2 | 0.18% | 0.21% | 0.24% | Q3 2015 | Q4 2015 | 2 |
LB | L BRANDS INC | 2 | 2 | 0.17% | 0.21% | 0.25% | Q2 2016 | Q3 2016 | 2 |
ABC | AMERISOURCEBERGEN CORP | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2016 | Q3 2016 | 2 |
VNQ | VANGUARD INDEX FDS | 2 | 2 | 0.09% | 0.14% | 0.20% | Q2 2016 | Q3 2016 | 2 |
XLF | SELECT SECTOR SPDR TR | 2 | 2 | 0.14% | 0.14% | 0.15% | Q3 2015 | Q4 2015 | 2 |
KHC | KRAFT HEINZ CO | 2 | 2 | 0.10% | 0.14% | 0.18% | Q2 2016 | Q3 2016 | 2 |
MU | MICRON TECHNOLOGY INC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q3 2015 | Q4 2015 | 2 |
LMCK | LIBERTY MEDIA CORP DEL... | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2015 | Q4 2015 | 2 |
DHR | DANAHER CORP DEL | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2016 | Q3 2016 | 2 |
AGN | ALLERGAN PLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2016 | Q3 2016 | 2 |
BXLT | BAXALTA INC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2015 | Q4 2015 | 2 |
BSV | VANGUARD BD INDEX FD INC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2016 | Q3 2016 | 2 |
LSXMK | LIBERTY MEDIA CORP DEL... | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q3 2016 | 2 |
PCL | PLUM CREEK TIMBER CO INC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2015 | Q4 2015 | 2 |
EFA | ISHARES TR | 1 | 1 | 0.09% | 0.10% | 0.10% | Q3 2015 | Q3 2016 | 2 |
STRZA | STARZ | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2015 | Q4 2015 | 2 |
VIG | VANGUARD SPECIALIZED P... | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2016 | Q3 2016 | 2 |
FAB | FIRST TR MULTI CP VAL ... | 1 | 1 | 0.07% | 0.09% | 0.11% | Q3 2015 | Q3 2016 | 2 |
ITW | ILLINOIS TOOL WKS INC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q3 2015 | Q3 2016 | 2 |
FIG | FORTRESS INVESTMENT GR... | 2 | 2 | 0.03% | 0.06% | 0.09% | Q3 2015 | Q4 2015 | 2 |
MNR | MONMOUTH REAL ESTATE I... | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2015 | Q4 2015 | 2 |
FNB | FNB CORP PA | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2016 | Q3 2016 | 2 |
SQ | SQUARE INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q3 2016 | 2 |
NDSN | NORDSON CORP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2016 | Q3 2016 | 1 |
EFX | EQUIFAX INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2016 | Q3 2016 | 1 |
RWM | PROSHARES TR | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2015 | Q3 2015 | 1 |
KMI | KINDER MORGAN INC DEL | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2015 | Q3 2015 | 1 |
SIAL | SIGMA ALDRICH CORP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2015 | Q3 2015 | 1 |
MDT | MEDTRONIC PLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2016 | Q3 2016 | 1 |
TEVA | TEVA PHARMACEUTICAL IN... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2015 | Q3 2015 | 1 |
HDV | ISHARES TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
RTN | RAYTHEON CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
GDX | VANECK VECTORS ETF TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
NEWR | NEW RELIC INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
GLD | SPDR GOLD TRUST | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
EMC | E M C CORP MASS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2015 | Q3 2015 | 1 |
VXUS | VANGUARD STAR FD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
TFSL | TFS FINL CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
CUT | CLAYMORE EXCHANGE TRD ... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
MINT | PIMCO ETF TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
BA | BOEING CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
QQQ | POWERSHARES QQQ TRUST | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
WBMD | WEBMD HEALTH CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2015 | Q3 2015 | 1 |
IYH | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
SCHO | SCHWAB STRATEGIC TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
CELG | CELGENE CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
SYMC | SYMANTEC CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
PFF | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
VWO | VANGUARD INTL EQUITY I... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
WMT | WAL-MART STORES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
DIA | SPDR DOW JONES INDL AV... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
KMB | KIMBERLY CLARK CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
BCR | BARD C R INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
O | REALTY INCOME CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
CAG | CONAGRA FOODS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
TKR | TIMKEN CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
EOG | EOG RES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
VAR | VARIAN MED SYS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
CHKP | CHECK POINT SOFTWARE T... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
MWA | MUELLER WTR PRODS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
NLY | ANNALY CAP MGMT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
GNW | GENWORTH FINL INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
WFTIQ | WEATHERFORD INTL PLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
FMNB | FARMERS NATL BANC CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
OCAT | OCATA THERAPEUTICS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
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The securities at the top of the list , including SMUCKER J M CO, SCHWAB STRATEGIC TR, and APPLE INC, are the highest-conviction holdings of ANCORA FAMILY WEALTH ADVISORS, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by ANCORA FAMILY WEALTH ADVISORS, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that ANCORA FAMILY WEALTH ADVISORS, LLC owns currently or has owned in the past.