Hefty Wealth Partners holdings history

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415 is the total number of securities Hefty Wealth Partners has owned. The longest Hefty Wealth Partners has owned a single stock is 10 quarters.

Hefty Wealth Partners historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AGG iShares ETFs/USA10100.43%3.77%6.40%Q4 2015Q1 201810
USMV iShares ETFs/USA10100.56%2.86%4.50%Q4 2015Q1 201810
IUSB iShares ETFs/USA10101.77%2.39%3.51%Q4 2015Q1 201810
SDY State Street ETF/USA10101.30%2.00%2.74%Q4 2015Q1 201810
TFI State Street ETF/USA10101.53%2.00%2.57%Q4 2015Q1 201810
ITM VanEck Vectors ETFs/USA10100.82%1.84%2.23%Q4 2015Q1 201810
IVV iShares ETFs/USA10101.40%1.77%2.83%Q4 2015Q1 201810
BSV Vanguard ETF/USA10100.02%1.73%6.08%Q4 2015Q1 201810
SHM State Street ETF/USA10100.34%1.72%3.00%Q4 2015Q1 201810
FLOT iShares ETFs/USA10101.02%1.69%2.47%Q4 2015Q1 201810
MUB iShares ETFs/USA10100.91%1.53%1.84%Q4 2015Q1 201810
VO Vanguard ETF/USA10100.69%1.51%2.11%Q4 2015Q1 201810
IWR iShares ETFs/USA10101.00%1.45%2.25%Q4 2015Q1 201810
DLN WisdomTree ETFs/USA10100.94%1.32%1.82%Q4 2015Q1 201810
VOE Vanguard ETF/USA10100.89%1.16%1.92%Q4 2015Q1 201810
IBM INTL BUSINESS MACHINES...10100.48%1.12%2.03%Q4 2015Q1 201810
VYM Vanguard ETF/USA10100.57%1.10%1.68%Q4 2015Q1 201810
WMT WAL-MART STORES INC10100.05%1.05%2.65%Q4 2015Q1 201810
IWM iShares ETFs/USA10100.53%0.83%1.44%Q4 2015Q1 201810
DEM WisdomTree ETFs/USA10100.26%0.80%1.28%Q4 2015Q1 201810
LMT LOCKHEED MARTIN CORP10100.01%0.79%1.82%Q4 2015Q1 201810
VB Vanguard ETF/USA10100.43%0.72%0.98%Q4 2015Q1 201810
HBNC HORIZON BNCRP/IN10100.58%0.70%0.94%Q4 2015Q1 201810
FV First Trust ETFs/USA10100.55%0.67%0.78%Q4 2015Q1 201810
CSCO CISCO SYSTEMS INC10100.01%0.60%1.68%Q4 2015Q1 201810
GE GENERAL ELECTRIC CO10100.01%0.59%1.32%Q4 2015Q1 201810
WFC WELLS FARGO & CO10100.01%0.53%1.39%Q4 2015Q1 201810
EFA iShares ETFs/USA10100.19%0.53%1.00%Q4 2015Q1 201810
OMC Omnicom Group Inc10100.01%0.53%1.49%Q4 2015Q1 201810
VBR Vanguard ETF/USA10100.04%0.50%2.44%Q4 2015Q1 201810
PFE PFIZER INC10100.00%0.50%1.43%Q4 2015Q1 201810
T AT&T INC10100.01%0.49%1.37%Q4 2015Q1 201810
UTX UNITED TECHNOLOGIES CORP10100.42%0.46%0.52%Q4 2015Q1 201810
GIS GENERAL MILLS INC10100.02%0.43%1.83%Q4 2015Q1 201810
BAC BANK OF AMERICA CORP10100.01%0.40%1.73%Q4 2015Q1 201810
CVS CVS HEALTH CORP10100.00%0.38%1.18%Q4 2015Q1 201810
TGT TARGET CORP10100.02%0.37%1.13%Q4 2015Q1 201810
IJK iShares ETFs/USA10100.29%0.37%0.60%Q4 2015Q1 201810
TJX TJX Cos Inc/The10100.01%0.36%1.15%Q4 2015Q1 201810
ANTM ANTHEM INC10100.02%0.34%0.79%Q4 2015Q1 201810
JNJ JOHNSON&JOHNSON10100.02%0.28%1.03%Q4 2015Q1 201810
MTUM iShares ETFs/USA10100.04%0.28%0.91%Q4 2015Q1 201810
ORCL ORACLE CORP10100.00%0.26%1.10%Q4 2015Q1 201810
VZ VERIZON COMMUNICATIONS...10100.01%0.26%0.94%Q4 2015Q1 201810
JPM JPMORGAN CHASE & CO10100.01%0.25%1.46%Q4 2015Q1 201810
WBA WALGREENS BOOTS ALLIAN...10100.01%0.20%1.22%Q4 2015Q1 201810
UNP UNION PACIFIC CORP10100.00%0.19%0.94%Q4 2015Q1 201810
HD Home Depot Inc/The10100.01%0.16%0.81%Q4 2015Q1 201810
VTV Vanguard ETF/USA10100.11%0.16%0.20%Q4 2015Q1 201810
PG PROCTER & GAMBLE CO/THE10100.01%0.15%0.77%Q4 2015Q1 201810
IWO iShares ETFs/USA10100.13%0.14%0.18%Q4 2015Q1 201810
PFF iShares ETFs/USA10100.11%0.14%0.20%Q4 2015Q1 201810
VWO Vanguard ETF/USA10100.12%0.14%0.17%Q4 2015Q1 201810
WU Western Union Co/The10100.02%0.13%0.58%Q4 2015Q1 201810
SJM JM SMUCKER CO/THE10100.04%0.12%0.72%Q4 2015Q1 201810
ACWI iShares ETFs/USA10100.09%0.11%0.17%Q4 2015Q1 201810
VUG Vanguard ETF/USA10100.08%0.11%0.12%Q4 2015Q1 201810
COST COSTCO WHOLESALE CORP10100.00%0.09%0.89%Q4 2015Q1 201810
INTC INTEL CORP10100.03%0.09%0.47%Q4 2015Q1 201810
IVE iShares ETFs/USA10100.04%0.08%0.14%Q4 2015Q1 201810
MET METLIFE INC10100.00%0.08%0.73%Q4 2015Q1 201810
LNC LINCOLN NATL CRP10100.05%0.07%0.09%Q4 2015Q1 201810
PGF PowerShares ETFs/USA10100.06%0.07%0.08%Q4 2015Q1 201810
PGX PowerShares ETFs/USA10100.06%0.07%0.08%Q4 2015Q1 201810
MSFT MICROSOFT CORP10100.04%0.06%0.09%Q4 2015Q1 201810
MCD MCDONALDS CORP10100.03%0.06%0.07%Q4 2015Q1 201810
NEE NEXTERA ENERGY INC10100.03%0.06%0.07%Q4 2015Q1 201810
AAPL APPLE INC10100.01%0.05%0.10%Q4 2015Q1 201810
PPG PPG INDUSTRIES INC10100.01%0.05%0.07%Q4 2015Q1 201810
IP INTL PAPER CO10100.00%0.05%0.12%Q4 2015Q1 201810
STLD STEEL DYNAMICS INC10100.03%0.05%0.08%Q4 2015Q1 201810
RTN RAYTHEON COMPANY10100.04%0.05%0.06%Q4 2015Q1 201810
SBUX STARBUCKS CORP10100.00%0.05%0.44%Q4 2015Q1 201810
VOT Vanguard ETF/USA10100.02%0.04%0.06%Q4 2015Q1 201810
AEP American Electric Powe...10100.04%0.04%0.05%Q4 2015Q1 201810
ADP Automatic Data Process...10100.01%0.04%0.06%Q4 2015Q1 201810
MGC Vanguard ETF/USA10100.01%0.04%0.05%Q4 2015Q1 201810
BMY BRISTOL-MYERS SQUIBB CO10100.01%0.04%0.06%Q4 2015Q1 201810
DUK DUKE ENERGY CORP10100.03%0.04%0.04%Q4 2015Q1 201810
NSC NORFOLK SOUTHERN CORP10100.00%0.03%0.04%Q4 2015Q1 201810
CVX CHEVRON CORP10100.00%0.02%0.03%Q4 2015Q1 201810
D DOMINION RESOURCES INC/VA10100.02%0.02%0.02%Q4 2015Q1 201810
EPD Enterprise Products Pa...10100.01%0.02%0.02%Q4 2015Q1 201810
BR BROADRIDGE FINL10100.02%0.02%0.02%Q4 2015Q1 201810
MRK MERCK & CO. INC.10100.00%0.02%0.02%Q4 2015Q1 201810
PNW Pinnacle West Capital ...10100.01%0.01%0.02%Q4 2015Q1 201810
COP CONOCOPHILLIPS10100.00%0.01%0.02%Q4 2015Q1 201810
ABT ABBOTT LABS10100.00%0.01%0.02%Q4 2015Q1 201810
UGI UGI CORP10100.01%0.01%0.01%Q4 2015Q1 201810
ALL Allstate Corp/The10100.00%0.01%0.03%Q4 2015Q1 201810
PNC PNC Financial Services...10100.00%0.01%0.01%Q4 2015Q1 201810
AXS AXIS CAPITAL HOLDINGS LTD10100.01%0.01%0.01%Q4 2015Q1 201810
TXN TEXAS INSTRUMENTS INC10100.01%0.01%0.01%Q4 2015Q1 201810
POOL POOL CORP10100.01%0.01%0.01%Q4 2015Q1 201810
PEP PEPSICO INC10100.01%0.01%0.01%Q4 2015Q1 201810
CNK CINEMARK HOLDINGS INC10100.01%0.01%0.01%Q4 2015Q1 201810
MDP MEREDITH CORP10100.01%0.01%0.01%Q4 2015Q1 201810
PM Philip Morris Internat...10100.01%0.01%0.01%Q4 2015Q1 201810
BAX BAXTER INTL INC10100.00%0.01%0.02%Q4 2015Q1 201810
TRV TRAVELERS COS INC/THE10100.00%0.01%0.02%Q4 2015Q1 201810
CCI CROWN CASTLE INTL CORP10100.00%0.01%0.01%Q4 2015Q1 201810
NOC NORTHROP GRUMMAN CORP10100.00%0.00%0.01%Q4 2015Q1 201810
CELG CELGENE CORP10100.00%0.00%0.01%Q4 2015Q1 201810
GOOG ALPHABET INC-CL C10100.00%0.00%0.01%Q4 2015Q1 201810
TAP MOLSON COORS BREWING C...10100.00%0.00%0.01%Q4 2015Q1 201810
INTU INTUIT INC10100.00%0.00%0.01%Q4 2015Q1 201810
OXY OCCIDENTAL PETROLEUM CORP10100.00%0.00%0.00%Q4 2015Q1 201810
SHW SHERWIN-WILLIAMS CO/THE10100.00%0.00%0.00%Q4 2015Q1 201810
HRS HARRIS CORP10100.00%0.00%0.01%Q4 2015Q1 201810
MSCI MSCI INC10100.00%0.00%0.00%Q4 2015Q1 201810
DAL DELTA AIR LINES INC10100.00%0.00%0.00%Q4 2015Q1 201810
DHR DANAHER CORP10100.00%0.00%0.00%Q4 2015Q1 201810
AMP AMERIPRISE FINANCIAL INC10100.00%0.00%0.00%Q4 2015Q1 201810
VRSK VERISK ANALYTICS INC10100.00%0.00%0.00%Q4 2015Q1 201810
CMPR CIMPRESS NV10100.00%0.00%0.00%Q4 2015Q1 201810
APH AMPHENOL CORP-CL A10100.00%0.00%0.00%Q4 2015Q1 201810
MON MONSANTO CO10100.00%0.00%0.00%Q4 2015Q1 201810
IT GARTNER INC10100.00%0.00%0.00%Q4 2015Q1 201810
ROP ROPER TECHNOLOGIES INC10100.00%0.00%0.00%Q4 2015Q1 201810
ST Sensata Technologies H...10100.00%0.00%0.00%Q4 2015Q1 201810
HSIC HENRY SCHEIN INC10100.00%0.00%0.00%Q4 2015Q1 201810
VAR VARIAN MEDICAL SYSTEMS...10100.00%0.00%0.00%Q4 2015Q1 201810
INCY INCYTE CORP10100.00%0.00%0.00%Q4 2015Q1 201810
ON ON SEMICONDUCTOR CORP10100.00%0.00%0.00%Q4 2015Q1 201810
TD Toronto-Dominion Bank/The10100.00%0.00%0.00%Q4 2015Q1 201810
XMLV PowerShares ETFs/USA992.89%3.90%4.91%Q1 2016Q1 20189
BNDX Vanguard ETF/USA992.13%3.36%4.13%Q4 2015Q4 20179
XSLV PowerShares ETFs/USA991.84%2.06%2.54%Q1 2016Q1 20189
GSLC Goldman Sachs ETF Trust990.75%1.93%2.91%Q1 2016Q1 20189
IDV iShares ETFs/USA990.41%1.04%1.82%Q1 2016Q1 20189
DON WisdomTree ETFs/USA990.53%0.90%1.32%Q1 2016Q1 20189
KO COCA-COLA CO/THE810.03%0.67%1.24%Q4 2015Q1 20189
QCOM QUALCOMM INC990.02%0.52%1.26%Q1 2016Q1 20189
MMM 3M CO990.05%0.49%0.93%Q1 2016Q1 20189
CA CA INC990.00%0.25%0.91%Q4 2015Q4 20179
XOM EXXON MOBIL CORP990.01%0.12%0.50%Q1 2016Q1 20189
F FORD MOTOR CO810.00%0.09%0.48%Q4 2015Q1 20189
DPS DR PEPPER SNAPPLE GROU...990.02%0.06%0.32%Q4 2015Q4 20179
WEN WENDY'S CO/THE990.01%0.01%0.01%Q4 2015Q4 20179
NRG NRG ENERGY INC990.00%0.00%0.01%Q4 2015Q4 20179
ASML ASML HOLDING-NY990.00%0.00%0.00%Q1 2016Q1 20189
TEL TE CONNECTIVITY LTD990.00%0.00%0.00%Q1 2016Q1 20189
DOX AMDOCS LTD990.00%0.00%0.00%Q1 2016Q1 20189
SHY iShares ETFs/USA620.42%2.89%4.83%Q4 2015Q1 20188
IWV iShares ETFs/USA880.07%0.39%0.81%Q1 2016Q4 20178
CME CME Group Inc/IL880.06%0.35%0.76%Q1 2016Q4 20178
BA BOEING CO/THE880.07%0.34%0.89%Q2 2016Q1 20188
CNP CENTERPOINT ENERGY INC880.07%0.10%0.11%Q1 2016Q4 20178
WR WESTAR ENERGY INC880.01%0.02%0.03%Q2 2016Q1 20188
OHI Omega Healthcare Inves...880.01%0.01%0.01%Q4 2015Q3 20178
XEL XCEL ENERGY INC880.01%0.01%0.01%Q2 2016Q1 20188
SHPG SHIRE PLC-ADR880.01%0.01%0.01%Q2 2016Q1 20188
TEVA TEVA PHARM-ADR880.00%0.00%0.01%Q4 2015Q3 20178
ADS ALLIANCE DATA SYSTEMS ...880.00%0.00%0.00%Q4 2015Q3 20178
ORLY O'REILLY AUTOMOTIVE INC880.00%0.00%0.00%Q4 2015Q3 20178
NAVI NAVIENT CORP880.00%0.00%0.00%Q4 2015Q3 20178
XLI State Street ETF/USA520.00%1.49%2.78%Q4 2015Q3 20177
LQD iShares ETFs/USA520.03%1.48%2.69%Q4 2015Q4 20177
TIP iShares ETFs/USA520.01%1.20%3.01%Q4 2015Q4 20177
XLP State Street ETF/USA320.02%1.02%1.74%Q4 2015Q1 20187
GPS GAP INC/THE770.01%0.66%1.53%Q4 2015Q2 20177
UNH UNITEDHEALTH GRP520.00%0.60%0.93%Q4 2015Q1 20187
MAT MATTEL INC770.01%0.58%1.53%Q4 2015Q2 20177
DOW DOW CHEMICAL CO/THE770.01%0.47%0.98%Q4 2015Q2 20177
GD GENERAL DYNAMICS CORP770.06%0.43%0.79%Q3 2016Q1 20187
ABBV ABBVIE INC770.03%0.14%0.80%Q3 2016Q1 20187
SYK STRYKER CORP770.08%0.11%0.17%Q3 2016Q1 20187
ADM ARCHER-DANIELS-MIDLAND CO770.03%0.09%0.16%Q3 2016Q1 20187
GWW WW GRAINGER INC770.03%0.08%0.35%Q3 2016Q1 20187
FDX FEDEX CORP770.04%0.08%0.10%Q3 2016Q1 20187
ITW ILLINOIS TOOL WORKS770.06%0.06%0.07%Q3 2016Q1 20187
HON HONEYWELL INTL770.04%0.06%0.07%Q3 2016Q1 20187
CHD CHURCH & DWIGHT CO INC770.05%0.05%0.06%Q3 2016Q1 20187
ADI ANALOG DEVICES INC770.05%0.05%0.06%Q3 2016Q1 20187
BDX BECTON DICKINSON AND CO770.05%0.05%0.05%Q3 2016Q1 20187
CMCSA COMCAST CORP-CLASS A770.00%0.04%0.28%Q3 2016Q1 20187
AFL AFLAC INC770.04%0.04%0.04%Q3 2016Q1 20187
GOOGL ALPHABET INC-CL A770.01%0.04%0.06%Q3 2016Q1 20187
APD AIR PRODUCTS & CHEMICA...770.04%0.04%0.04%Q3 2016Q1 20187
DVY iShares ETFs/USA310.02%0.04%0.05%Q1 2016Q1 20187
CAT CATERPILLAR INC770.03%0.03%0.04%Q3 2016Q1 20187
EMR EMERSON ELECTRIC CO770.03%0.03%0.03%Q3 2016Q1 20187
AGCO AGCO CORP770.02%0.02%0.02%Q3 2016Q1 20187
MRO MARATHON OIL CORP770.01%0.01%0.02%Q3 2016Q1 20187
QSR RESTAURANT BRANDS INTERN770.01%0.01%0.01%Q2 2016Q4 20177
HPE HEWLETT PACKARD ENTERP...770.00%0.01%0.01%Q3 2016Q1 20187
HPQ HP INC770.01%0.01%0.01%Q3 2016Q1 20187
CHK CHESAPEAKE ENERGY CORP770.00%0.00%0.00%Q3 2016Q1 20187
DD EI du Pont de Nemours ...770.00%0.00%0.00%Q4 2015Q2 20177
IUSV iShares ETFs/USA661.16%1.81%3.62%Q4 2016Q1 20186
TOTL State Street ETF/USA661.46%1.54%1.70%Q4 2016Q1 20186
XLV State Street ETF/USA310.01%1.45%2.03%Q1 2016Q1 20186
URTH iShares ETFs/USA510.31%1.43%4.20%Q1 2016Q1 20186
XLK State Street ETF/USA410.00%1.40%2.01%Q4 2015Q4 20176
XLY State Street ETF/USA510.01%1.40%2.85%Q2 2016Q4 20176
IGHG ProShares ETFs/USA510.06%1.05%1.63%Q4 2015Q4 20176
EEM iShares ETFs/USA660.00%0.41%0.73%Q3 2016Q4 20176
PGAL Global X ETFs/USA220.00%0.40%0.62%Q1 2016Q1 20186
MOS MOSAIC CO/THE660.01%0.37%0.67%Q1 2016Q2 20176
RAD RITE AID CORP660.05%0.12%0.32%Q4 2016Q1 20186
PAG PENSKE AUTOMOTIVE GROU...660.01%0.01%0.02%Q4 2016Q1 20186
SYY SYSCO CORP660.01%0.01%0.02%Q3 2016Q4 20176
KMI Kinder Morgan Inc/DE420.00%0.01%0.01%Q4 2015Q4 20176
NSU NEVSUN RESOURCES LTD660.00%0.00%0.01%Q4 2016Q1 20186
AA ALCOA CORP660.00%0.00%0.00%Q4 2016Q1 20186
XRX XEROX CORP660.00%0.00%0.00%Q4 2015Q1 20176
RYAAY RYANAIR HOLDINGS PLC-S...660.00%0.00%0.00%Q4 2016Q1 20186
XLB State Street ETF/USA211.46%1.84%2.22%Q3 2016Q1 20185
VV Vanguard ETF/USA551.72%1.78%2.00%Q1 2017Q1 20185
XLE State Street ETF/USA210.00%1.30%2.05%Q4 2015Q1 20185
IWS iShares ETFs/USA550.44%1.25%3.14%Q4 2015Q4 20165
VFC VF CORP550.12%1.17%1.86%Q1 2017Q1 20185
IHDG WisdomTree ETFs/USA550.57%0.67%0.80%Q1 2017Q1 20185
QUAL iShares ETFs/USA550.37%0.56%1.00%Q4 2015Q4 20165
BOND Pimco ETFs/USA550.51%0.54%0.59%Q4 2015Q4 20165
IFV First Trust/ETFs550.01%0.53%0.72%Q4 2015Q4 20165
AAXJ iShares ETFs/USA320.01%0.38%0.72%Q3 2016Q4 20175
DE DEERE & CO320.06%0.36%0.86%Q4 2015Q1 20175
VIS Vanguard ETF/USA320.03%0.32%0.83%Q4 2015Q1 20185
GREK Global X ETFs/USA310.00%0.24%0.60%Q4 2015Q4 20175
IGIB iShares ETFs/USA410.06%0.22%0.57%Q4 2015Q1 20185
SPY State Street ETF/USA210.01%0.16%0.40%Q4 2015Q1 20185
BIV Vanguard ETF/USA410.03%0.11%0.28%Q4 2015Q1 20185
CSX CSX CORP550.04%0.05%0.11%Q1 2017Q1 20185
JNK State Street ETF/USA550.03%0.04%0.04%Q4 2015Q4 20165
EMB iShares ETFs/USA550.03%0.04%0.04%Q4 2015Q4 20165
IWC iShares ETFs/USA320.02%0.04%0.06%Q4 2016Q1 20185
FCX FREEPORT-MCMORAN INC550.02%0.02%0.02%Q3 2016Q3 20175
SE SPECTRA ENERGY CORP550.00%0.01%0.01%Q4 2015Q4 20165
L100PS ARCONIC INC550.00%0.00%0.01%Q1 2017Q1 20185
GBIL Goldman Sachs ETF Trust310.45%3.57%5.18%Q1 2017Q1 20184
XLU State Street ETF/USA441.86%2.02%2.08%Q1 2017Q4 20174
XLF State Street ETF/USA211.41%1.87%2.71%Q1 2016Q1 20184
VTI Vanguard ETF/USA310.07%1.45%5.55%Q4 2015Q4 20174
EIX EDISON INTL440.00%0.58%0.78%Q1 2017Q4 20174
VGK Vanguard ETF/USA440.01%0.57%0.79%Q1 2017Q4 20174
BBY BEST BUY CO INC310.00%0.53%0.80%Q4 2015Q1 20174
SCZ iShares ETFs/USA310.01%0.43%0.74%Q2 2016Q4 20174
EWC iShares ETFs/USA440.00%0.39%0.58%Q1 2017Q4 20174
EWH iShares ETFs/USA210.00%0.34%0.56%Q2 2016Q1 20184
EDEN iShares ETFs/USA220.00%0.33%0.55%Q4 2015Q3 20174
RWR State Street ETF/USA440.04%0.04%0.04%Q4 2015Q3 20164
IUSG iShares ETFs/USA440.04%0.04%0.05%Q2 2017Q1 20184
XHB State Street ETF/USA440.04%0.04%0.04%Q2 2016Q1 20174
VBK Vanguard ETF/USA440.01%0.04%0.05%Q4 2015Q3 20164
IHF iShares ETFs/USA110.03%0.04%0.05%Q3 2016Q1 20184
KBE State Street ETF/USA310.03%0.04%0.04%Q3 2016Q1 20184
IJT iShares ETFs/USA440.03%0.03%0.04%Q2 2017Q1 20184
IGV iShares ETFs/USA220.01%0.03%0.04%Q4 2015Q4 20174
SPNC SPECTRANETICS CORP440.02%0.02%0.03%Q3 2016Q2 20174
CL COLGATE-PALMOLIVE CO440.02%0.02%0.02%Q3 2016Q2 20174
ED CONSOLIDATED EDISON INC440.00%0.01%0.02%Q1 2016Q4 20164
UAA UNDER ARMOUR INC-CLASS A440.00%0.00%0.00%Q4 2015Q3 20164
XRX XEROX CORP440.00%0.00%0.00%Q2 2017Q1 20184
REXXQ REX ENERGY CORP440.00%0.00%0.00%Q2 2017Q1 20184
ITOT iShares ETFs/USA336.16%6.20%6.28%Q3 2017Q1 20183
IWP iShares ETFs/USA331.08%2.34%4.58%Q4 2015Q2 20163
HYGH iShares ETFs/USA330.93%0.97%1.02%Q4 2015Q2 20163
KLAC KLA-TENCOR CORP210.65%0.76%0.84%Q2 2016Q1 20173
FL FOOT LOCKER INC210.43%0.66%0.95%Q1 2017Q1 20183
EWJ iShares ETFs/USA330.50%0.62%0.70%Q1 2016Q3 20163
EWG iShares ETFs/USA210.52%0.62%0.72%Q1 2016Q4 20163
ILF iShares ETFs/USA210.49%0.59%0.69%Q3 2016Q1 20183
TSN TYSON FOODS INC-CL A210.35%0.50%0.70%Q1 2017Q1 20183
UHS UNIVERSAL HLTH-B210.29%0.47%0.75%Q4 2016Q4 20173
VLO VALERO ENERGY CORP210.00%0.47%0.84%Q3 2016Q2 20173
AXJV iShares ETFs/USA210.00%0.41%0.64%Q4 2016Q1 20183
EEMV iShares ETFs/USA210.00%0.40%0.63%Q3 2016Q1 20183
ACWV iShares ETFs/USA330.19%0.38%0.51%Q4 2015Q2 20163
EWJ iShares ETFs/USA210.00%0.37%0.56%Q2 2017Q1 20183
ENOR iShares ETFs/USA330.00%0.36%0.56%Q4 2016Q2 20173
SPLV PowerShares ETFs/USA330.24%0.31%0.42%Q2 2016Q4 20163
EWA iShares ETFs/USA210.00%0.27%0.42%Q3 2016Q3 20173
IMTM iShares ETFs/USA210.00%0.17%0.52%Q3 2016Q1 20183
ERUS iShares ETFs/USA210.00%0.15%0.45%Q4 2016Q3 20173
TLT iShares ETFs/USA330.04%0.14%0.33%Q1 2016Q3 20163
EFG iShares ETFs/USA330.02%0.06%0.13%Q3 2017Q1 20183
VCR Vanguard ETF/USA210.04%0.04%0.04%Q4 2015Q3 20173
XRT State Street ETF/USA110.02%0.04%0.05%Q2 2016Q1 20183
TIER TIER REIT INC330.01%0.01%0.02%Q4 2015Q2 20163
CLF CLIFFS NATURAL RESOURC...330.00%0.01%0.01%Q4 2016Q2 20173
CLF CLEVELAND-CLIFFS INC330.00%0.00%0.00%Q3 2017Q1 20183
LVHD Legg Mason ETF Investm...220.59%1.05%1.51%Q4 2017Q1 20182
CMI Cummins Inc220.58%0.73%0.88%Q4 2015Q1 20162
ETN EATON CORP PLC110.70%0.71%0.72%Q4 2015Q2 20162
DRI DARDEN RESTAURANTS INC110.64%0.70%0.76%Q3 2016Q4 20172
PFG Principal Financial Gr...220.67%0.68%0.70%Q4 2015Q1 20162
IWY iShares ETFs/USA220.34%0.66%0.97%Q4 2015Q1 20162
ABC AMERISOURCEBERGEN CORP220.52%0.65%0.78%Q1 2017Q2 20172
EUMV iShares ETFs/USA110.52%0.63%0.75%Q4 2015Q3 20172
EIS iShares ETFs/USA220.62%0.63%0.64%Q1 2017Q2 20172
IPG INTERPUBLIC GRP220.36%0.63%0.90%Q4 2017Q1 20182
EWP iShares ETFs/USA110.54%0.59%0.64%Q1 2017Q4 20172
DIS WALT DISNEY CO/THE220.43%0.50%0.57%Q4 2017Q1 20182
EWI iShares ETFs/USA220.35%0.47%0.60%Q4 2015Q1 20162
INDA iShares ETFs/USA110.43%0.47%0.50%Q4 2015Q3 20162
IEF iShares ETFs/USA220.32%0.43%0.54%Q4 2015Q1 20162
VDC Vanguard ETF/USA110.03%0.36%0.70%Q4 2015Q1 20182
CAH CARDINAL HEALTH INC110.12%0.36%0.60%Q4 2016Q1 20182
VGT Vanguard ETF/USA110.04%0.35%0.66%Q4 2015Q2 20162
EWO iShares ETFs/USA220.32%0.34%0.37%Q1 2016Q2 20162
EWI iShares ETFs/USA220.00%0.31%0.61%Q1 2017Q2 20172
EWZ iShares ETFs/USA220.00%0.20%0.40%Q2 2017Q3 20172
PEIX Pacific Ethanol Inc220.06%0.07%0.07%Q4 2015Q1 20162
GPRE Green Plains Inc220.04%0.05%0.06%Q4 2015Q1 20162
REGI Renewable Energy Group...220.05%0.05%0.05%Q4 2015Q1 20162
ITA iShares ETFs/USA110.04%0.05%0.05%Q1 2016Q4 20162
IYT iShares ETFs/USA110.04%0.05%0.05%Q1 2016Q4 20162
KIE State Street ETF/USA110.04%0.04%0.05%Q1 2016Q2 20172
KRE State Street ETF/USA110.04%0.04%0.04%Q4 2015Q3 20162
XES State Street ETF/USA110.03%0.04%0.04%Q1 2017Q3 20172
XOP State Street ETF/USA220.03%0.04%0.04%Q1 2017Q2 20172
AMTX Aemetis Inc220.02%0.02%0.03%Q4 2015Q1 20162
VAW Vanguard ETF/USA110.01%0.02%0.04%Q1 2016Q4 20172
PRF PowerShares ETFs/USA220.02%0.02%0.02%Q3 2017Q4 20172
INGR INGREDION INC220.02%0.02%0.02%Q3 2017Q4 20172
BXLT Baxalta Inc220.01%0.01%0.01%Q4 2015Q1 20162
WGL WGL HOLDINGS INC220.01%0.01%0.01%Q3 2017Q4 20172
VCSH Vanguard ETF/USA220.01%0.01%0.01%Q3 2017Q4 20172
CNL Cleco Corporate Holdin...220.01%0.01%0.01%Q4 2015Q1 20162
IAU iShares ETFs/USA220.00%0.00%0.00%Q4 2015Q1 20162
BP BP PLC-SPONS ADR220.00%0.00%0.00%Q3 2017Q4 20172
PDN PowerShares ETFs/USA220.00%0.00%0.00%Q3 2017Q4 20172
ESRX EXPRESS SCRIPTS HOLDIN...220.00%0.00%0.00%Q3 2017Q4 20172
MVT BlackRock Funds/Closed...220.00%0.00%0.00%Q3 2017Q4 20172
CC CHEMOURS CO/THE220.00%0.00%0.00%Q3 2017Q4 20172
NUM Nuveen Closed-End Fund...220.00%0.00%0.00%Q3 2017Q4 20172
NBD Nuveen Closed-End Fund...220.00%0.00%0.00%Q3 2017Q4 20172
REXX REX ENERGY CORP220.00%0.00%0.00%Q4 2016Q1 20172
UNIT UNITI GROUP INC220.00%0.00%0.00%Q3 2017Q4 20172
NAD Nuveen Closed-End Fund...220.00%0.00%0.00%Q3 2017Q4 20172
BFK BlackRock Funds/Closed...220.00%0.00%0.00%Q3 2017Q4 20172
MDVN MEDIVATION INC220.00%0.00%0.00%Q2 2016Q3 20162
GVI iShares ETFs/USA220.00%0.00%0.00%Q3 2017Q4 20172
IGSB iShares ETFs/USA220.00%0.00%0.00%Q3 2017Q4 20172
TMQ TRILOGY METALS INC220.00%0.00%0.00%Q4 2016Q1 20172
DSKX DS HEALTHCARE GROUP INC220.00%0.00%0.00%Q4 2016Q1 20172
SCCO SOUTHERN COPPER CORP220.00%0.00%0.00%Q4 2016Q1 20172
HBI HANESBRANDS INC111.10%1.10%1.10%Q1 2018Q1 20181
UPS UNITED PARCEL SERVICE-...110.89%0.89%0.89%Q4 2016Q4 20161
SABR SABRE CORP110.86%0.86%0.86%Q1 2018Q1 20181
CINF CINCINNATI FINANCIAL CORP110.83%0.83%0.83%Q1 2018Q1 20181
CCL CARNIVAL CORP110.79%0.79%0.79%Q1 2018Q1 20181
TGNA TEGNA INC110.79%0.79%0.79%Q3 2016Q3 20161
EWU iShares ETFs/USA110.78%0.78%0.78%Q4 2015Q4 20151
ORI OLD REPUBLIC INTL CORP110.76%0.76%0.76%Q1 2018Q1 20181
VFH Vanguard ETF/USA110.73%0.73%0.73%Q1 2016Q1 20161
AFG AMERICAN FINANCIAL GRO...110.73%0.73%0.73%Q1 2018Q1 20181
ERUS iShares ETFs/USA110.71%0.71%0.71%Q2 2016Q2 20161
KSS KOHLS CORP110.70%0.70%0.70%Q2 2016Q2 20161
VHT Vanguard ETF/USA110.70%0.70%0.70%Q1 2016Q1 20161
FNF FNF GROUP110.70%0.70%0.70%Q1 2018Q1 20181
VIAB Viacom Inc110.69%0.69%0.69%Q4 2015Q4 20151
WFM WHOLE FOODS MARKET INC110.68%0.68%0.68%Q1 2017Q1 20171
PCAR PACCAR Inc110.66%0.66%0.66%Q4 2015Q4 20151
M MACY'S INC110.66%0.66%0.66%Q2 2016Q2 20161
WDC WESTERN DIGITAL CORP110.64%0.64%0.64%Q1 2018Q1 20181
EMN EASTMAN CHEMICAL CO110.62%0.62%0.62%Q1 2018Q1 20181
EWQ iShares ETFs/USA110.62%0.62%0.62%Q4 2016Q4 20161
VDE Vanguard ETF/USA110.60%0.60%0.60%Q4 2015Q4 20151
HRL HORMEL FOODS CRP110.60%0.60%0.60%Q4 2017Q4 20171
WEC WEC Energy Group Inc110.58%0.58%0.58%Q4 2015Q4 20151
TPR TAPESTRY INC110.58%0.58%0.58%Q4 2017Q4 20171
MCHI iShares ETFs/USA110.57%0.57%0.57%Q1 2018Q1 20181
EWU iShares ETFs/USA110.57%0.57%0.57%Q4 2017Q4 20171
EWK iShares ETFs/USA110.57%0.57%0.57%Q1 2018Q1 20181
ENZL iShares ETFs/USA110.56%0.56%0.56%Q4 2017Q4 20171
EWD iShares ETFs/USA110.55%0.55%0.55%Q1 2018Q1 20181
AMGN AMGEN INC110.53%0.53%0.53%Q1 2018Q1 20181
EWN iShares ETFs/USA110.53%0.53%0.53%Q1 2017Q1 20171
DWDP DOWDUPONT INC110.52%0.52%0.52%Q3 2017Q3 20171
EWS iShares ETFs/USA110.47%0.47%0.47%Q3 2016Q3 20161
IWD iShares ETFs/USA110.44%0.44%0.44%Q4 2015Q4 20151
JWN NORDSTROM INC110.44%0.44%0.44%Q2 2016Q2 20161
COH Coach Inc110.40%0.40%0.40%Q4 2015Q4 20151
EFAV iShares ETFs/USA110.39%0.39%0.39%Q2 2016Q2 20161
XLRE State Street ETF/USA110.35%0.35%0.35%Q3 2016Q3 20161
SPTM State Street ETF/USA110.35%0.35%0.35%Q1 2018Q1 20181
EFNL iShares ETFs/USA110.33%0.33%0.33%Q2 2016Q2 20161
CORPORATE CAPITAL TRUS...110.29%0.29%0.29%Q1 2018Q1 20181
SPMD State Street ETF/USA110.20%0.20%0.20%Q1 2018Q1 20181
IWF iShares ETFs/USA110.19%0.19%0.19%Q4 2015Q4 20151
SPSM State Street ETF/USA110.15%0.15%0.15%Q1 2018Q1 20181
SPEM State Street ETF/USA110.14%0.14%0.14%Q1 2018Q1 20181
AGGY WisdomTree ETFs/USA110.07%0.07%0.07%Q1 2018Q1 20181
IAGG iShares ETFs/USA110.06%0.06%0.06%Q1 2018Q1 20181
XPH State Street ETF/USA110.05%0.05%0.05%Q2 2017Q2 20171
REM iShares ETFs/USA110.05%0.05%0.05%Q2 2017Q2 20171
XME State Street ETF/USA110.04%0.04%0.04%Q1 2017Q1 20171
REM iShares ETFs/USA110.04%0.04%0.04%Q2 2016Q2 20161
SOXX iShares ETFs/USA110.04%0.04%0.04%Q2 2017Q2 20171
TIPX State Street ETF/USA110.04%0.04%0.04%Q1 2018Q1 20181
YUM Yum! Brands Inc110.03%0.03%0.03%Q1 2016Q1 20161
IBB iShares ETFs/USA110.03%0.03%0.03%Q4 2017Q4 20171
JCI JOHNSON CONTROLS INTER...110.03%0.03%0.03%Q3 2016Q3 20161
SNAP SNAP INC - A110.01%0.01%0.01%Q1 2018Q1 20181
C Citigroup Inc110.01%0.01%0.01%Q1 2016Q1 20161
BK Bank of New York Mello...110.01%0.01%0.01%Q1 2016Q1 20161
AA ALCOA INC110.01%0.01%0.01%Q3 2016Q3 20161
EWS iShares ETFs/USA110.01%0.01%0.01%Q4 2016Q4 20161
ENB ENBRIDGE INC110.01%0.01%0.01%Q1 2017Q1 20171
INSYQ INSYS THERAPEUTICS INC110.00%0.00%0.00%Q3 2017Q3 20171
RDSA ROYAL DUTCH SHELL-SPON...110.00%0.00%0.00%Q3 2016Q3 20161
SIRI SIRIUS XM HOLDINGS INC110.00%0.00%0.00%Q3 2017Q3 20171
HAS HASBRO INC110.00%0.00%0.00%Q1 2017Q1 20171
SPTI State Street ETF/USA110.00%0.00%0.00%Q1 2018Q1 20181
FTV FORTIVE CORP110.00%0.00%0.00%Q3 2016Q3 20161
CNDT CONDUENT INC110.00%0.00%0.00%Q1 2017Q1 20171
SPIB State Street ETF/USA110.00%0.00%0.00%Q1 2018Q1 20181
DBEF DB ETFs/USA110.00%0.00%0.00%Q1 2017Q1 20171
DXC DXC TECHNOLOGY C110.00%0.00%0.00%Q2 2017Q2 20171
GM General Motors Co110.00%0.00%0.00%Q4 2015Q4 20151
DXJ WisdomTree ETFs/USA110.00%0.00%0.00%Q1 2017Q1 20171
LGCY LEGACY RESERVES LP110.00%0.00%0.00%Q3 2016Q3 20161
SDRL SEADRILL LTD110.00%0.00%0.00%Q3 2016Q3 20161
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The securities at the top of the list , including iShares ETFs/USA, iShares ETFs/USA, and iShares ETFs/USA, are the highest-conviction holdings of Hefty Wealth Partners.

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

This page lists all the securities that Hefty Wealth Partners owns currently or has owned in the past.