Ascension Capital Advisors, Inc. holdings history

97 is the total number of securities Ascension Capital Advisors, Inc. has owned. The longest Ascension Capital Advisors, Inc. has owned a single stock is 16 quarters.

Ascension Capital Advisors, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHX SCHWAB STRATEGIC TR16166.91%10.40%14.12%Q4 2019Q3 202316
ARKK ARK ETF TR16165.22%10.30%15.33%Q4 2019Q3 202316
SCHA SCHWAB STRATEGIC TR16165.47%7.50%10.14%Q4 2019Q3 202316
XOM EXXON MOBIL CORP16162.56%6.07%13.68%Q4 2019Q3 202316
LMBS FIRST TR EXCHANGE-TRAD...16160.76%4.75%8.58%Q4 2019Q3 202316
GSLC GOLDMAN SACHS ETF TR16162.47%4.45%6.96%Q4 2019Q3 202316
REZ ISHARES TR16162.38%3.97%5.84%Q4 2019Q3 202316
SCHF SCHWAB STRATEGIC TR16162.89%3.67%4.55%Q4 2019Q3 202316
FTSM FIRST TR EXCHANGE-TRAD...16160.93%3.55%11.05%Q4 2019Q3 202316
HYLS FIRST TR EXCHANGE-TRAD...16161.70%2.82%3.98%Q4 2019Q3 202316
FPX FIRST TR EXCHANGE TRAD...16161.12%2.21%4.04%Q4 2019Q3 202316
MINT PIMCO ETF TR16160.46%1.35%3.78%Q4 2019Q3 202316
SCHG SCHWAB STRATEGIC TR16160.15%1.33%6.67%Q4 2019Q3 202316
JPST JP MORGAN EXCHANGE TRA...16160.46%0.96%3.22%Q4 2019Q3 202316
AAPL APPLE INC16160.45%0.93%1.34%Q4 2019Q3 202316
MOAT VANECK VECTORS ETF TRUST16160.64%0.91%1.09%Q4 2019Q3 202316
MSFT MICROSOFT CORP16160.22%0.59%1.50%Q4 2019Q3 202316
SCHM SCHWAB STRATEGIC TR16160.13%0.36%1.45%Q4 2019Q3 202316
BSM BLACK STONE MINERALS L P15150.06%0.18%0.53%Q4 2019Q2 202315
EOG EOG RES INC1110.15%0.24%0.38%Q4 2019Q3 202312
RDVY FIRST TR EXCHANGE-TRAD...11115.74%14.45%19.78%Q1 2021Q3 202311
BUFR FIRST TR EXCHNG TRADED...11110.66%1.32%4.96%Q1 2021Q3 202311
SPY SPDR S&P 500 ETF TR510.34%3.40%7.85%Q4 2019Q3 202310
AMGN AMGEN INC10100.22%0.30%0.41%Q2 2021Q3 202310
JPM JPMORGAN CHASE & CO510.12%0.15%0.20%Q4 2019Q3 20239
ET ENERGY TRANSFER LP630.05%0.11%0.14%Q1 2020Q2 20239
QQQ INVESCO QQQ TR510.17%3.70%5.87%Q4 2019Q3 20238
FPE FIRST TR EXCH TRADED F...880.65%1.08%1.65%Q4 2021Q3 20238
SCHH SCHWAB STRATEGIC TR440.15%0.64%2.83%Q4 2019Q3 20238
FIXD FIRST TR EXCHNG TRADED...772.75%4.46%5.05%Q4 2020Q2 20227
T AT&T INC660.19%0.30%0.38%Q1 2022Q2 20236
ARKW ARK ETF TR660.15%0.18%0.20%Q3 2020Q4 20216
SBUX STARBUCKS CORP420.14%0.16%0.19%Q1 2021Q1 20236
BBVA BANCO BILBAO VIZCAYA A...660.08%0.09%0.10%Q2 2021Q3 20226
IJJ ISHARES TR550.23%3.80%5.53%Q1 2021Q1 20225
OBNK ORIGIN BANCORP INC550.37%0.46%0.58%Q4 2019Q4 20205
SALM SALEM MEDIA GROUP INC410.01%0.01%0.01%Q4 2019Q3 20235
SPLV INVESCO EXCH TRADED FD...440.16%4.18%6.28%Q4 2019Q3 20204
MDY SPDR S&P MIDCAP 400 ET...440.42%3.32%4.79%Q1 2021Q4 20214
TDIV FIRST TR EXCHANGE-TRAD...440.48%3.06%4.19%Q4 2019Q3 20204
OEF ISHARES TR440.14%2.92%5.72%Q1 2020Q4 20204
HYD VANECK ETF TRUST442.02%2.68%3.49%Q4 2022Q3 20234
EFV ISHARES TR440.81%1.02%1.28%Q4 2022Q3 20234
AGG ISHARES TR440.76%1.01%1.31%Q4 2022Q3 20234
MOON DIREXION SHS ETF TR440.35%0.49%0.60%Q4 2022Q3 20234
EMLP FIRST TR EXCHANGE-TRAD...440.19%0.40%0.49%Q4 2019Q3 20204
EEM ISHARES TR440.29%0.38%0.49%Q4 2022Q3 20234
PPT PUTNAM PREMIER INCOME TR440.27%0.31%0.37%Q4 2019Q3 20204
DSL DOUBLELINE INCOME SOLU...440.22%0.26%0.29%Q4 2019Q3 20204
VOO VANGUARD INDEX FDS440.19%0.21%0.22%Q4 2019Q3 20204
AMZN AMAZON COM INC310.16%0.21%0.24%Q4 2019Q4 20204
FEDERATED HERMES ETF T...3311.13%12.89%15.24%Q1 2023Q3 20233
IWM ISHARES TR3310.00%12.73%14.26%Q1 2021Q3 20213
IVW ISHARES TR214.23%5.01%5.91%Q3 2020Q4 20213
IJR ISHARES TR210.21%0.23%0.25%Q4 2019Q3 20203
NIO NIO INC330.05%0.06%0.07%Q4 2019Q2 20203
IJK ISHARES TR223.91%4.23%4.56%Q3 2020Q4 20202
IYM ISHARES TR112.85%3.70%4.54%Q4 2020Q3 20212
EFA ISHARES TR223.36%3.66%3.97%Q2 2023Q3 20232
UAPR INNOVATOR ETFS TR220.96%1.15%1.33%Q4 2019Q1 20202
PAPR INNOVATOR ETFS TR220.96%1.13%1.31%Q4 2019Q1 20202
DIVY REALITY SHS ETF TR220.89%0.96%1.03%Q4 2019Q1 20202
VEA VANGUARD TAX-MANAGED I...220.21%0.27%0.33%Q1 2020Q2 20202
ARKG ARK ETF TR220.20%0.21%0.23%Q2 2020Q3 20202
IXUS ISHARES TR220.20%0.21%0.23%Q4 2019Q1 20202
ARKF ARK ETF TR220.18%0.20%0.22%Q2 2020Q3 20202
AE ADAMS RES & ENERGY INC220.16%0.18%0.20%Q4 2022Q1 20232
EFG ISHARES TR110.15%0.15%0.16%Q4 2019Q3 20202
AMRN AMARIN CORP PLC220.06%0.06%0.06%Q2 2020Q3 20202
RIOT RIOT BLOCKCHAIN INC220.01%0.01%0.01%Q4 2019Q1 20202
FVD FIRST TR VALUE LINE DI...115.01%5.01%5.01%Q4 2019Q4 20191
DIA SPDR DOW JONES INDL AV...113.34%3.34%3.34%Q4 2019Q4 20191
IYR ISHARES TR112.99%2.99%2.99%Q3 2021Q3 20211
OMFL INVESCO EXCH TRD SLF I...111.05%1.05%1.05%Q4 2019Q4 20191
JMIN JP MORGAN EXCHANGE TRA...111.04%1.04%1.04%Q4 2019Q4 20191
VTI VANGUARD INDEX FDS110.36%0.36%0.36%Q1 2022Q1 20221
SWAN AMPLIFY ETF TR110.25%0.25%0.25%Q3 2020Q3 20201
MA MASTERCARD INCORPORATED110.23%0.23%0.23%Q3 2023Q3 20231
IFGL ISHARES TR110.19%0.19%0.19%Q4 2019Q4 20191
IAU ISHARES GOLD TRUST110.18%0.18%0.18%Q1 2020Q1 20201
GLD SPDR GOLD TRUST110.18%0.18%0.18%Q4 2019Q4 20191
ARKQ ARK ETF TR110.17%0.17%0.17%Q3 2020Q3 20201
GDX VANECK VECTORS ETF TR110.16%0.16%0.16%Q3 2020Q3 20201
FMB FIRST TR EXCHANG TRADE...110.15%0.15%0.15%Q4 2019Q4 20191
IJH ISHARES TR110.15%0.15%0.15%Q4 2019Q4 20191
RODM LATTICE STRATEGIES TR110.14%0.14%0.14%Q4 2019Q4 20191
CSCO CISCO SYS INC110.14%0.14%0.14%Q4 2021Q4 20211
BDEC INNOVATOR ETFS TR110.14%0.14%0.14%Q4 2019Q4 20191
UDEC INNOVATOR ETFS TR110.14%0.14%0.14%Q4 2019Q4 20191
XLG INVESCO EXCHANGE TRADE...110.14%0.14%0.14%Q4 2019Q4 20191
REGN REGENERON PHARMACEUTICALS110.14%0.14%0.14%Q3 2021Q3 20211
UNH UNITEDHEALTH GROUP INC110.12%0.12%0.12%Q3 2023Q3 20231
YPF YPF SOCIEDAD ANONIMA110.08%0.08%0.08%Q3 2023Q3 20231
PACB PACIFIC BIOSCIENCES CA...110.08%0.08%0.08%Q3 2023Q3 20231
VYGR VOYAGER THERAPEUTICS INC110.06%0.06%0.06%Q3 2023Q3 20231
CLNE CLEAN ENERGY FUELS CORP110.06%0.06%0.06%Q3 2023Q3 20231
NAT NORDIC AMERICAN TANKER...110.04%0.04%0.04%Q3 2023Q3 20231

The securities at the top of the list , including SCHWAB STRATEGIC TR, ARK ETF TR, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of Ascension Capital Advisors, Inc..

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

This page lists all the securities that Ascension Capital Advisors, Inc. owns currently or has owned in the past.