420 is the total number of securities Ackerman Capital Advisors, LLC has owned. The longest Ackerman Capital Advisors, LLC has owned a single stock is 24 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BRKB | BERKSHIRE HATHAWAY INC... | 21 | 1 | 0.01% | 0.43% | 2.69% | Q2 2017 | Q3 2023 | 24 |
ACWV | ISHARES INC | 20 | 1 | 0.07% | 3.60% | 6.50% | Q2 2017 | Q3 2023 | 23 |
FNDF | SCHWAB STRATEGIC TR | 20 | 1 | 0.08% | 3.54% | 14.06% | Q2 2017 | Q3 2023 | 23 |
VT | VANGUARD INTL EQUITY I... | 20 | 1 | 0.22% | 2.42% | 16.25% | Q2 2017 | Q3 2023 | 23 |
QUAL | ISHARES TR | 20 | 1 | 0.07% | 2.20% | 7.93% | Q2 2017 | Q3 2023 | 23 |
FNDE | SCHWAB STRATEGIC TR | 20 | 1 | 0.14% | 2.14% | 9.95% | Q2 2017 | Q3 2023 | 23 |
IQLT | ISHARES TR | 20 | 1 | 0.03% | 2.12% | 3.88% | Q2 2017 | Q3 2023 | 23 |
BSV | VANGUARD BD INDEX FDS | 20 | 1 | 0.03% | 2.07% | 3.22% | Q2 2017 | Q3 2023 | 23 |
IMTM | ISHARES TR | 20 | 1 | 0.03% | 1.13% | 3.44% | Q2 2017 | Q3 2023 | 23 |
MCD | MCDONALDS CORP | 11 | 1 | 0.14% | 0.57% | 3.05% | Q2 2017 | Q3 2023 | 23 |
XOM | EXXON MOBIL CORP | 20 | 1 | 0.01% | 0.36% | 0.96% | Q2 2017 | Q3 2023 | 23 |
MSFT | MICROSOFT CORP | 20 | 1 | 0.00% | 0.30% | 1.77% | Q2 2017 | Q3 2023 | 23 |
CVX | CHEVRON CORP NEW | 20 | 1 | 0.01% | 0.29% | 0.55% | Q2 2017 | Q3 2023 | 23 |
EOG | EOG RES INC | 20 | 1 | 0.01% | 0.24% | 0.54% | Q2 2017 | Q3 2023 | 23 |
VYM | VANGUARD WHITEHALL FDS... | 20 | 1 | 0.01% | 0.24% | 0.44% | Q2 2017 | Q3 2023 | 23 |
JNJ | JOHNSON & JOHNSON | 20 | 1 | 0.01% | 0.23% | 0.62% | Q2 2017 | Q3 2023 | 23 |
AAPL | APPLE INC | 20 | 1 | 0.00% | 0.23% | 0.53% | Q2 2017 | Q3 2023 | 23 |
GOOGL | ALPHABET INC | 20 | 1 | 0.00% | 0.21% | 0.32% | Q2 2017 | Q3 2023 | 23 |
V | VISA INC | 20 | 1 | 0.00% | 0.17% | 0.26% | Q2 2017 | Q3 2023 | 23 |
PEP | PEPSICO INC | 20 | 1 | 0.00% | 0.13% | 0.28% | Q2 2017 | Q3 2023 | 23 |
JPM | JPMORGAN CHASE & CO | 20 | 1 | 0.00% | 0.13% | 0.24% | Q2 2017 | Q3 2023 | 23 |
DIS | DISNEY WALT CO | 20 | 1 | 0.00% | 0.13% | 0.27% | Q2 2017 | Q3 2023 | 23 |
UNP | UNION PACIFIC CORP | 20 | 1 | 0.00% | 0.12% | 0.17% | Q2 2017 | Q3 2023 | 23 |
ABT | ABBOTT LABS | 20 | 1 | 0.00% | 0.11% | 0.15% | Q2 2017 | Q3 2023 | 23 |
UDR | UDR INC | 20 | 1 | 0.00% | 0.11% | 0.17% | Q2 2017 | Q3 2023 | 23 |
EFAV | ISHARES TR | 20 | 1 | 0.00% | 0.08% | 0.13% | Q2 2017 | Q3 2023 | 23 |
FNDX | SCHWAB STRATEGIC TR | 12 | 1 | 0.05% | 1.36% | 5.52% | Q2 2017 | Q3 2023 | 22 |
LUV | SOUTHWEST AIRLS CO | 9 | 1 | 0.05% | 0.44% | 2.23% | Q2 2017 | Q2 2023 | 21 |
COP | CONOCOPHILLIPS | 12 | 1 | 0.00% | 0.11% | 0.18% | Q2 2017 | Q3 2023 | 21 |
SCHG | SCHWAB STRATEGIC TR | 14 | 1 | 0.00% | 2.25% | 6.52% | Q1 2018 | Q3 2023 | 20 |
BLV | VANGUARD BD INDEX FDS | 17 | 1 | 0.01% | 0.63% | 1.69% | Q2 2017 | Q4 2022 | 20 |
SHM | SPDR SER TR | 13 | 6 | 0.00% | 1.67% | 4.28% | Q4 2018 | Q3 2023 | 19 |
QCOM | QUALCOMM INC | 14 | 2 | 0.07% | 0.17% | 1.00% | Q3 2018 | Q3 2023 | 19 |
DHR | DANAHER CORPORATION | 14 | 2 | 0.00% | 0.12% | 0.83% | Q3 2018 | Q3 2023 | 19 |
TXN | TEXAS INSTRS INC | 14 | 5 | 0.00% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 19 |
IVV | ISHARES TR | 18 | 18 | 0.00% | 0.60% | 1.40% | Q2 2019 | Q3 2023 | 18 |
VWOB | VANGUARD WHITEHALL FDS... | 12 | 1 | 0.01% | 0.55% | 0.90% | Q2 2017 | Q3 2023 | 18 |
DRI | DARDEN RESTAURANTS INC | 9 | 8 | 0.09% | 0.36% | 2.38% | Q4 2018 | Q1 2023 | 17 |
NFLX | NETFLIX INC | 13 | 4 | 0.00% | 0.08% | 0.10% | Q1 2019 | Q3 2023 | 17 |
IJT | ISHARES TR | 13 | 4 | 0.00% | 0.06% | 0.07% | Q1 2019 | Q3 2023 | 17 |
VTEB | VANGUARD MUN BD FDS | 16 | 16 | 1.00% | 12.89% | 22.74% | Q4 2019 | Q3 2023 | 16 |
SPYG | SPDR SER TR | 15 | 15 | 4.22% | 8.63% | 13.63% | Q1 2020 | Q3 2023 | 15 |
IEMG | ISHARES INC | 15 | 15 | 2.21% | 4.41% | 8.39% | Q1 2020 | Q3 2023 | 15 |
VIGI | VANGUARD WHITEHALL FDS | 15 | 15 | 3.02% | 3.83% | 5.75% | Q1 2020 | Q3 2023 | 15 |
SPYV | SPDR SER TR | 15 | 15 | 0.55% | 3.51% | 6.65% | Q1 2020 | Q3 2023 | 15 |
SCHV | SCHWAB STRATEGIC TR | 15 | 15 | 1.00% | 3.09% | 4.33% | Q1 2020 | Q3 2023 | 15 |
VTV | VANGUARD INDEX FDS | 15 | 15 | 1.96% | 2.90% | 8.03% | Q1 2020 | Q3 2023 | 15 |
IUSG | ISHARES TR | 15 | 15 | 0.11% | 0.37% | 0.86% | Q1 2020 | Q3 2023 | 15 |
VYMI | VANGUARD WHITEHALL FDS | 14 | 14 | 1.88% | 4.51% | 7.77% | Q2 2020 | Q3 2023 | 14 |
VGIT | VANGUARD SCOTTSDALE FDS | 14 | 14 | 1.41% | 2.14% | 3.74% | Q2 2020 | Q3 2023 | 14 |
VBR | VANGUARD INDEX FDS | 14 | 14 | 0.85% | 1.26% | 1.53% | Q2 2020 | Q3 2023 | 14 |
VBK | VANGUARD INDEX FDS | 14 | 14 | 0.91% | 1.13% | 1.34% | Q2 2020 | Q3 2023 | 14 |
VIOV | VANGUARD ADMIRAL FDS INC | 14 | 14 | 0.43% | 0.52% | 0.76% | Q2 2020 | Q3 2023 | 14 |
VIOG | VANGUARD ADMIRAL FDS INC | 14 | 14 | 0.29% | 0.43% | 0.61% | Q2 2020 | Q3 2023 | 14 |
XLK | SELECT SECTOR SPDR TR | 14 | 14 | 0.11% | 0.16% | 0.26% | Q2 2020 | Q3 2023 | 14 |
GS | GOLDMAN SACHS GROUP INC | 11 | 3 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 14 |
NYF | ISHARES TR | 14 | 14 | 0.06% | 0.09% | 0.16% | Q2 2020 | Q3 2023 | 14 |
CXH | MFS INVT GRADE MUN TR | 10 | 4 | 0.00% | 0.09% | 0.19% | Q1 2019 | Q4 2022 | 14 |
MTUM | ISHARES TR | 10 | 1 | 0.03% | 2.19% | 7.24% | Q2 2017 | Q1 2021 | 13 |
PICK | ISHARES INC | 6 | 1 | 0.02% | 1.27% | 3.10% | Q2 2017 | Q3 2023 | 13 |
VWO | VANGUARD INTL EQUITY I... | 13 | 13 | 0.07% | 0.46% | 1.99% | Q3 2020 | Q3 2023 | 13 |
AAL | AMERICAN AIRLS GROUP INC | 11 | 1 | 0.05% | 0.23% | 1.29% | Q3 2018 | Q3 2023 | 13 |
IWF | ISHARES TR | 9 | 2 | 0.15% | 0.22% | 0.31% | Q3 2019 | Q3 2023 | 13 |
MVT | BLACKROCK MUNIVEST FD ... | 5 | 1 | 0.00% | 0.19% | 0.34% | Q1 2019 | Q3 2023 | 13 |
KSM | DWS STRATEGIC MUN INCO... | 7 | 6 | 0.06% | 0.19% | 0.35% | Q1 2020 | Q2 2023 | 13 |
MAV | PIONEER MUNICIPAL HIGH... | 6 | 1 | 0.00% | 0.15% | 0.61% | Q2 2019 | Q3 2023 | 13 |
MUB | ISHARES TR | 8 | 4 | 0.24% | 9.85% | 24.69% | Q2 2020 | Q3 2023 | 12 |
IAGG | ISHARES TR | 12 | 12 | 0.68% | 1.47% | 1.95% | Q1 2020 | Q4 2022 | 12 |
IGIB | ISHARES TR | 12 | 12 | 0.84% | 1.28% | 1.76% | Q1 2020 | Q4 2022 | 12 |
MHD | BLACKROCK MUNIHOLDINGS... | 8 | 1 | 0.00% | 0.21% | 0.48% | Q1 2019 | Q3 2023 | 12 |
KTF | DWS MUN INCOME TR NEW | 9 | 1 | 0.00% | 0.21% | 0.85% | Q1 2019 | Q2 2022 | 12 |
SBI | WESTERN ASSET INTM MUN... | 12 | 12 | 0.00% | 0.17% | 0.59% | Q1 2019 | Q4 2021 | 12 |
MVF | BLACKROCK MUNIVEST FD INC | 10 | 1 | 0.00% | 0.08% | 0.19% | Q1 2019 | Q2 2023 | 12 |
PYN | PIMCO NEW YORK MUN INC... | 12 | 12 | 0.02% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 12 |
ITOT | ISHARES TR | 6 | 5 | 0.62% | 4.41% | 17.87% | Q4 2018 | Q4 2022 | 11 |
ITM | VANECK VECTORS ETF TR | 11 | 11 | 1.09% | 2.03% | 2.71% | Q2 2020 | Q4 2022 | 11 |
BBY | BEST BUY INC | 6 | 2 | 0.05% | 0.53% | 2.47% | Q3 2018 | Q3 2021 | 11 |
FMN | FEDERATED PREM MUN INC FD | 8 | 3 | 0.00% | 0.25% | 0.46% | Q2 2019 | Q3 2023 | 11 |
MMU | WESTERN ASST MNGD MUN ... | 9 | 1 | 0.04% | 0.25% | 0.43% | Q4 2019 | Q2 2023 | 11 |
BAC | BK OF AMERICA CORP | 8 | 1 | 0.06% | 0.17% | 1.22% | Q3 2018 | Q4 2022 | 11 |
CMU | MFS HIGH YIELD MUN TR | 10 | 1 | 0.02% | 0.11% | 0.23% | Q2 2020 | Q1 2023 | 11 |
MYD | BLACKROCK MUNIYIELD FD... | 3 | 1 | 0.00% | 0.11% | 0.31% | Q1 2019 | Q3 2023 | 11 |
PXD | PIONEER NAT RES CO | 11 | 11 | 0.07% | 0.10% | 0.11% | Q1 2021 | Q3 2023 | 11 |
EWT | ISHARES INC | 11 | 11 | 0.00% | 0.08% | 0.14% | Q4 2018 | Q2 2021 | 11 |
EWW | ISHARES INC | 11 | 11 | 0.00% | 0.06% | 0.10% | Q4 2018 | Q2 2021 | 11 |
IAU | ISHARES GOLD TR | 10 | 10 | 0.08% | 0.98% | 1.42% | Q2 2021 | Q3 2023 | 10 |
TGT | TARGET CORP | 5 | 2 | 0.06% | 0.42% | 1.69% | Q3 2018 | Q1 2022 | 10 |
PG | PROCTER & GAMBLE CO | 5 | 1 | 0.04% | 0.36% | 1.22% | Q2 2017 | Q3 2020 | 10 |
BLE | BLACKROCK MUNI INCOME ... | 8 | 1 | 0.01% | 0.24% | 0.40% | Q1 2019 | Q3 2023 | 10 |
NVG | NUVEEN AMT FREE MUN CR... | 3 | 1 | 0.04% | 0.19% | 0.34% | Q2 2017 | Q3 2023 | 10 |
LEO | BNY MELLON STRATEGIC M... | 4 | 1 | 0.00% | 0.16% | 0.43% | Q2 2019 | Q3 2023 | 10 |
FXI | ISHARES TR | 10 | 10 | 0.00% | 0.12% | 0.19% | Q1 2019 | Q2 2021 | 10 |
RSX | VANECK VECTORS ETF TRUST | 10 | 10 | 0.00% | 0.10% | 0.22% | Q1 2019 | Q2 2021 | 10 |
PNI | PIMCO NEW YORK MUN FD II | 3 | 2 | 0.02% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 10 |
BND | VANGUARD BD INDEX FDS | 6 | 1 | 0.04% | 2.88% | 5.29% | Q2 2017 | Q1 2020 | 9 |
IDV | ISHARES TR | 6 | 1 | 0.02% | 1.31% | 3.01% | Q2 2017 | Q1 2020 | 9 |
SUB | ISHARES TR | 5 | 4 | 0.45% | 1.04% | 3.00% | Q1 2021 | Q3 2023 | 9 |
HDV | ISHARES TR | 6 | 1 | 0.02% | 0.97% | 1.69% | Q2 2017 | Q1 2020 | 9 |
INTC | INTEL CORP | 9 | 9 | 0.06% | 0.84% | 2.57% | Q3 2018 | Q3 2020 | 9 |
SPY | SPDR S&P 500 ETF TR | 6 | 1 | 0.01% | 0.77% | 5.74% | Q2 2017 | Q4 2019 | 9 |
YUM | YUM BRANDS INC | 9 | 9 | 0.09% | 0.59% | 1.62% | Q3 2018 | Q3 2020 | 9 |
PCK | PIMCO CALIF MUN INCOME... | 6 | 3 | 0.06% | 0.22% | 0.36% | Q4 2020 | Q3 2023 | 9 |
DEM | WISDOMTREE TR | 6 | 1 | 0.00% | 0.15% | 0.30% | Q2 2017 | Q1 2020 | 9 |
DLN | WISDOMTREE TR | 6 | 1 | 0.00% | 0.14% | 0.32% | Q2 2017 | Q1 2020 | 9 |
EWZ | ISHARES INC | 9 | 9 | 0.00% | 0.10% | 0.22% | Q2 2019 | Q2 2021 | 9 |
NEV | NUVEEN ENHANCED MUN VA... | 3 | 1 | 0.00% | 0.10% | 0.20% | Q2 2017 | Q1 2022 | 9 |
DSM | BNY MELLON STRATEGIC M... | 4 | 1 | 0.02% | 0.08% | 0.17% | Q1 2020 | Q3 2023 | 9 |
HD | HOME DEPOT INC | 5 | 1 | 0.00% | 0.08% | 0.17% | Q2 2017 | Q4 2021 | 9 |
SBR | SABINE RTY TR | 7 | 2 | 0.05% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 9 |
FM | ISHARES INC | 5 | 4 | 0.00% | 0.05% | 0.09% | Q1 2019 | Q2 2021 | 9 |
DBEF | DBX ETF TR | 5 | 1 | 0.02% | 2.38% | 5.26% | Q2 2017 | Q4 2019 | 8 |
FNDA | SCHWAB STRATEGIC TR | 5 | 1 | 0.02% | 1.39% | 3.10% | Q2 2017 | Q4 2019 | 8 |
FNDC | SCHWAB STRATEGIC TR | 5 | 1 | 0.02% | 1.19% | 2.51% | Q2 2017 | Q4 2019 | 8 |
SIRI | SIRIUS XM HOLDINGS INC | 4 | 4 | 0.06% | 1.04% | 3.88% | Q3 2018 | Q3 2020 | 8 |
IAU | ISHARES GOLD TRUST | 4 | 1 | 0.00% | 0.74% | 2.70% | Q1 2018 | Q1 2021 | 8 |
WFC | WELLS FARGO CO NEW | 5 | 1 | 0.08% | 0.50% | 1.62% | Q2 2017 | Q4 2019 | 8 |
BFK | BLACKROCK MUN INCOME TR | 7 | 1 | 0.00% | 0.26% | 0.42% | Q2 2019 | Q3 2023 | 8 |
MUE | BLACKROCK MUNIHOLDINGS... | 4 | 1 | 0.01% | 0.22% | 0.94% | Q1 2019 | Q2 2023 | 8 |
MHI | PIONEER MUNICIPAL HIGH... | 5 | 1 | 0.08% | 0.19% | 0.32% | Q4 2019 | Q3 2022 | 8 |
VOO | VANGUARD INDEX FDS | 5 | 1 | 0.00% | 0.18% | 0.69% | Q2 2017 | Q4 2019 | 8 |
SCHZ | SCHWAB STRATEGIC TR | 5 | 1 | 0.01% | 0.13% | 0.33% | Q2 2017 | Q4 2019 | 8 |
MQY | BLACKROCK MUNIYILD QUL... | 4 | 1 | 0.00% | 0.12% | 0.27% | Q1 2019 | Q2 2022 | 8 |
MNP | WESTERN ASSET MUN PART... | 7 | 1 | 0.04% | 0.11% | 0.20% | Q3 2020 | Q3 2022 | 8 |
DMF | BNY MELLON MUN INCOME INC | 4 | 1 | 0.03% | 0.11% | 0.28% | Q4 2019 | Q2 2023 | 8 |
MLM | MARTIN MARIETTA MATLS INC | 5 | 1 | 0.00% | 0.09% | 0.20% | Q2 2017 | Q4 2019 | 8 |
MKL | MARKEL CORP | 5 | 1 | 0.00% | 0.08% | 0.14% | Q2 2017 | Q4 2019 | 8 |
PML | PIMCO MUN INCOME FD II | 4 | 1 | 0.00% | 0.08% | 0.15% | Q2 2017 | Q3 2023 | 8 |
IWM | ISHARES TR | 5 | 1 | 0.00% | 0.08% | 0.14% | Q2 2017 | Q4 2019 | 8 |
UTX | UNITED TECHNOLOGIES CORP | 5 | 1 | 0.00% | 0.08% | 0.13% | Q2 2017 | Q4 2019 | 8 |
IBM | INTERNATIONAL BUSINESS... | 5 | 1 | 0.00% | 0.07% | 0.12% | Q2 2017 | Q4 2019 | 8 |
EMN | EASTMAN CHEM CO | 6 | 2 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q2 2022 | 8 |
EPU | ISHARES TR | 4 | 4 | 0.00% | 0.06% | 0.11% | Q1 2019 | Q1 2021 | 8 |
CMCSA | COMCAST CORP NEW | 4 | 4 | 0.00% | 0.05% | 0.08% | Q1 2019 | Q3 2021 | 8 |
C | CITIGROUP INC | 6 | 1 | 0.06% | 1.29% | 2.74% | Q3 2018 | Q2 2020 | 7 |
AXP | AMERICAN EXPRESS CO | 5 | 1 | 0.05% | 0.41% | 1.21% | Q4 2018 | Q1 2022 | 7 |
NAD | NUVEEN QUALITY MUNCP I... | 2 | 1 | 0.04% | 0.33% | 0.66% | Q2 2017 | Q2 2023 | 7 |
BYM | BLACKROCK MUN INCOME Q... | 4 | 1 | 0.01% | 0.21% | 0.81% | Q1 2019 | Q4 2022 | 7 |
MQT | BLACKROCK MUNIY QUALIT... | 4 | 1 | 0.00% | 0.21% | 0.83% | Q1 2019 | Q2 2023 | 7 |
ISTB | ISHARES TR | 7 | 7 | 0.05% | 0.18% | 0.39% | Q2 2020 | Q4 2021 | 7 |
MFM | MFS MUN INCOME TR | 6 | 1 | 0.03% | 0.12% | 0.23% | Q3 2020 | Q2 2022 | 7 |
NBW | NEUBERGER BRMAN CLIFRN... | 7 | 7 | 0.08% | 0.11% | 0.13% | Q2 2020 | Q4 2021 | 7 |
EWY | ISHARES INC | 5 | 1 | 0.00% | 0.10% | 0.18% | Q4 2018 | Q2 2021 | 7 |
PNF | PIMCO NY MUNICIPAL INC... | 6 | 1 | 0.00% | 0.08% | 0.18% | Q2 2019 | Q1 2022 | 7 |
IIM | INVESCO VALUE MUN INCO... | 2 | 1 | 0.00% | 0.08% | 0.13% | Q2 2017 | Q3 2020 | 7 |
INDA | ISHARES TR | 5 | 1 | 0.00% | 0.07% | 0.08% | Q2 2019 | Q2 2021 | 7 |
NEE | NEXTERA ENERGY INC | 5 | 2 | 0.00% | 0.06% | 0.12% | Q4 2017 | Q4 2019 | 7 |
SBUX | STARBUCKS CORP | 5 | 1 | 0.00% | 0.06% | 0.11% | Q2 2017 | Q4 2019 | 7 |
CXE | MFS HIGH INCOME MUN TR | 6 | 1 | 0.03% | 0.05% | 0.12% | Q2 2020 | Q3 2022 | 7 |
BKN | BLACKROCK INVT QUALITY... | 4 | 2 | 0.00% | 7.72% | 44.64% | Q4 2018 | Q3 2023 | 6 |
PSX | PHILLIPS 66 | 6 | 6 | 0.13% | 1.45% | 2.74% | Q3 2018 | Q4 2019 | 6 |
UNH | UNITEDHEALTH GROUP INC | 6 | 6 | 0.13% | 1.34% | 2.90% | Q3 2018 | Q4 2019 | 6 |
AFL | AFLAC INC | 6 | 6 | 0.14% | 1.14% | 2.14% | Q3 2018 | Q4 2019 | 6 |
DAL | DELTA AIR LINES INC DEL | 6 | 6 | 0.16% | 1.14% | 2.50% | Q3 2018 | Q4 2019 | 6 |
KSS | KOHLS CORP | 6 | 6 | 0.09% | 0.98% | 2.07% | Q3 2018 | Q4 2019 | 6 |
DBEU | DBX ETF TR | 4 | 1 | 0.01% | 0.97% | 2.42% | Q2 2017 | Q1 2020 | 6 |
VSH | VISHAY INTERTECHNOLOGY... | 6 | 6 | 0.09% | 0.85% | 1.38% | Q3 2018 | Q4 2019 | 6 |
LMT | LOCKHEED MARTIN CORP | 6 | 6 | 0.08% | 0.82% | 1.78% | Q3 2018 | Q4 2019 | 6 |
KEY | KEYCORP NEW | 6 | 6 | 0.07% | 0.69% | 1.05% | Q3 2018 | Q4 2019 | 6 |
DJP | BARCLAYS BK PLC | 3 | 1 | 0.02% | 0.63% | 1.02% | Q4 2018 | Q3 2023 | 6 |
AGG | ISHARES TR | 6 | 6 | 0.35% | 0.52% | 0.59% | Q3 2021 | Q4 2022 | 6 |
IEFA | ISHARES TR | 6 | 6 | 0.36% | 0.52% | 0.58% | Q3 2021 | Q4 2022 | 6 |
FULT | FULTON FINL CORP PA | 6 | 6 | 0.05% | 0.51% | 0.83% | Q3 2018 | Q4 2019 | 6 |
IGRO | ISHARES TR | 6 | 6 | 0.33% | 0.37% | 0.44% | Q2 2022 | Q3 2023 | 6 |
EDC | DIREXION SHS ETF TR | 4 | 1 | 0.00% | 0.30% | 0.54% | Q1 2019 | Q2 2021 | 6 |
NZF | NUVEEN MUNICIPAL CREDI... | 2 | 1 | 0.04% | 0.24% | 0.34% | Q2 2017 | Q2 2023 | 6 |
MFL | BLACKROCK MUNIHLDS INV... | 4 | 1 | 0.00% | 0.22% | 0.71% | Q1 2019 | Q1 2022 | 6 |
SLYV | SPDR SER TR | 6 | 6 | 0.14% | 0.21% | 0.37% | Q2 2022 | Q3 2023 | 6 |
SLYG | SPDR SER TR | 6 | 6 | 0.08% | 0.16% | 0.42% | Q2 2022 | Q3 2023 | 6 |
BDX | BECTON DICKINSON & CO | 5 | 1 | 0.00% | 0.16% | 0.30% | Q1 2018 | Q4 2019 | 6 |
VCV | INVESCO CALIF VALUE MU... | 2 | 1 | 0.00% | 0.09% | 0.20% | Q1 2019 | Q3 2022 | 6 |
SHYG | ISHARES TR | 6 | 6 | 0.05% | 0.08% | 0.09% | Q3 2021 | Q4 2022 | 6 |
VKQ | INVESCO MUN TR | 3 | 1 | 0.04% | 0.08% | 0.11% | Q4 2019 | Q3 2022 | 6 |
LQD | ISHARES TR | 6 | 6 | 0.05% | 0.08% | 0.09% | Q3 2021 | Q4 2022 | 6 |
EPOL | ISHARES TR | 5 | 1 | 0.06% | 0.07% | 0.10% | Q3 2019 | Q2 2021 | 6 |
HYLB | DBX ETF TR | 6 | 6 | 0.00% | 0.05% | 0.14% | Q4 2018 | Q1 2020 | 6 |
PMX | PIMCO MUN INCOME FD III | 2 | 1 | 0.00% | 0.05% | 0.08% | Q2 2017 | Q3 2023 | 6 |
SCHB | SCHWAB STRATEGIC TR | 4 | 1 | 0.38% | 9.21% | 20.34% | Q4 2018 | Q1 2020 | 5 |
VTIP | VANGUARD MALVERN FDS | 2 | 1 | 0.04% | 1.41% | 3.04% | Q2 2017 | Q1 2019 | 5 |
WTM | WHITE MTNS INS GROUP LTD | 4 | 1 | 0.13% | 1.11% | 2.00% | Q3 2018 | Q4 2019 | 5 |
GM | GENERAL MTRS CO | 4 | 1 | 0.08% | 0.73% | 1.17% | Q3 2018 | Q4 2019 | 5 |
BNDX | VANGUARD CHARLOTTE FDS | 4 | 1 | 0.00% | 0.69% | 1.28% | Q2 2017 | Q4 2019 | 5 |
STI | SUNTRUST BKS INC | 5 | 5 | 0.07% | 0.66% | 1.04% | Q3 2018 | Q3 2019 | 5 |
PFE | PFIZER INC | 3 | 2 | 0.08% | 0.62% | 1.69% | Q1 2019 | Q3 2020 | 5 |
ETN | EATON CORP PLC | 3 | 1 | 0.06% | 0.58% | 2.40% | Q3 2018 | Q3 2020 | 5 |
IYE | ISHARES TR | 5 | 5 | 0.02% | 0.45% | 1.06% | Q4 2018 | Q4 2019 | 5 |
VRSN | VERISIGN INC | 2 | 1 | 0.06% | 0.42% | 1.02% | Q3 2018 | Q3 2020 | 5 |
AMZN | AMAZON COM INC | 3 | 1 | 0.00% | 0.38% | 1.20% | Q2 2017 | Q2 2019 | 5 |
TFI | SPDR SER TR | 5 | 5 | 0.19% | 0.30% | 0.61% | Q1 2021 | Q1 2022 | 5 |
NUV | NUVEEN MUN VALUE FD INC | 2 | 1 | 0.13% | 0.26% | 0.45% | Q2 2017 | Q4 2021 | 5 |
NBH | NEUBERGER BERMAN MUN F... | 5 | 5 | 0.03% | 0.22% | 0.37% | Q2 2022 | Q2 2023 | 5 |
VTN | INVESCO TR INVT GRADE ... | 3 | 1 | 0.00% | 0.16% | 0.28% | Q1 2019 | Q3 2021 | 5 |
SCHD | SCHWAB STRATEGIC TR | 5 | 5 | 0.01% | 0.15% | 0.34% | Q4 2018 | Q4 2019 | 5 |
PZC | PIMCO CALIF MUN INCOME... | 3 | 2 | 0.04% | 0.13% | 0.22% | Q4 2020 | Q1 2022 | 5 |
SCHX | SCHWAB STRATEGIC TR | 5 | 5 | 0.00% | 0.10% | 0.23% | Q4 2018 | Q4 2019 | 5 |
DMB | BNY MELLON MUN BD INFR... | 2 | 1 | 0.07% | 0.10% | 0.14% | Q1 2020 | Q2 2023 | 5 |
BFZ | BLACKROCK CALIF MUN IN... | 4 | 1 | 0.00% | 0.09% | 0.22% | Q1 2019 | Q3 2020 | 5 |
VGM | INVESCO TR INVT GRADE ... | 2 | 1 | 0.03% | 0.08% | 0.14% | Q3 2019 | Q2 2021 | 5 |
ASHR | DBX ETF TR | 4 | 1 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q2 2021 | 5 |
TUR | ISHARES INC | 3 | 2 | 0.05% | 0.08% | 0.10% | Q1 2020 | Q2 2021 | 5 |
EIM | EATON VANCE MUN BD FD | 2 | 1 | 0.00% | 0.07% | 0.18% | Q1 2019 | Q2 2021 | 5 |
MMM | 3M CO | 2 | 1 | 0.00% | 0.07% | 0.11% | Q2 2017 | Q1 2019 | 5 |
SPYD | SPDR SER TR | 5 | 5 | 0.00% | 0.07% | 0.16% | Q4 2018 | Q4 2019 | 5 |
AMED | AMEDISYS INC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q2 2021 | 5 |
NEA | NUVEEN AMT FREE QLTY M... | 1 | 1 | 0.01% | 0.06% | 0.16% | Q1 2019 | Q3 2023 | 5 |
VKI | INVESCO ADVANTAGE MUNI... | 2 | 1 | 0.01% | 0.06% | 0.17% | Q2 2017 | Q4 2019 | 5 |
PMF | PIMCO MUN INCOME FD | 2 | 1 | 0.03% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 5 |
GREK | GLOBAL X FDS | 5 | 5 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q2 2021 | 5 |
EVN | EATON VANCE MUNI INCOM... | 2 | 1 | 0.00% | 0.06% | 0.08% | Q2 2019 | Q1 2023 | 5 |
QQQ | INVESCO QQQ TR | 5 | 5 | 0.00% | 0.06% | 0.13% | Q4 2018 | Q4 2019 | 5 |
SCHK | SCHWAB STRATEGIC TR | 5 | 5 | 0.00% | 0.05% | 0.12% | Q4 2018 | Q4 2019 | 5 |
VCF | DELAWARE INVTS COLO MU... | 5 | 5 | 0.04% | 0.04% | 0.06% | Q4 2020 | Q4 2021 | 5 |
IVLU | ISHARES TR | 4 | 4 | 3.17% | 3.23% | 3.30% | Q4 2022 | Q3 2023 | 4 |
SCHE | SCHWAB STRATEGIC TR | 4 | 4 | 1.65% | 1.67% | 1.68% | Q4 2022 | Q3 2023 | 4 |
VLO | VALERO ENERGY CORP NEW | 4 | 4 | 0.46% | 1.66% | 3.15% | Q3 2018 | Q2 2019 | 4 |
ZION | ZIONS BANCORPORATION N A | 4 | 4 | 0.39% | 1.00% | 1.45% | Q3 2018 | Q2 2019 | 4 |
MBWM | MERCANTILE BANK CORP | 4 | 4 | 0.55% | 0.93% | 1.24% | Q3 2018 | Q2 2019 | 4 |
MNA | INDEXIQ ETF TR | 2 | 1 | 0.00% | 0.81% | 1.12% | Q2 2017 | Q1 2019 | 4 |
CWST | CASELLA WASTE SYS INC | 4 | 4 | 0.62% | 0.80% | 0.95% | Q3 2018 | Q2 2019 | 4 |
ATSG | AIR TRANSPORT SERVICES... | 4 | 4 | 0.60% | 0.69% | 0.86% | Q3 2018 | Q2 2019 | 4 |
MET | METLIFE INC | 4 | 4 | 0.08% | 0.60% | 1.14% | Q1 2019 | Q4 2019 | 4 |
MYI | BLACKROCK MUNIYIELD QL... | 4 | 4 | 0.01% | 0.35% | 0.90% | Q1 2019 | Q4 2019 | 4 |
FLOT | ISHARES TR | 4 | 4 | 0.01% | 0.22% | 0.68% | Q4 2018 | Q3 2019 | 4 |
BBN | BLACKROCK TAX MUNICPAL... | 2 | 1 | 0.11% | 0.17% | 0.23% | Q1 2020 | Q2 2023 | 4 |
MYJ | BLACKROCK MUNIYIELD N ... | 4 | 4 | 0.09% | 0.15% | 0.23% | Q2 2020 | Q1 2021 | 4 |
NRK | NUVEEN NEW YORK AMT QL... | 3 | 1 | 0.05% | 0.12% | 0.26% | Q4 2019 | Q3 2021 | 4 |
GD | GENERAL DYNAMICS CORP | 2 | 1 | 0.02% | 0.11% | 0.14% | Q2 2017 | Q4 2018 | 4 |
EZA | ISHARES INC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q3 2020 | Q2 2021 | 4 |
MEN | BLACKROCK MUNIENHANCED... | 2 | 2 | 0.04% | 0.10% | 0.22% | Q3 2019 | Q1 2021 | 4 |
PXH | INVESCO EXCHNG TRADED ... | 4 | 4 | 0.00% | 0.09% | 0.19% | Q1 2019 | Q4 2019 | 4 |
GREK | GLOBAL X FDS | 4 | 4 | 0.00% | 0.09% | 0.18% | Q2 2019 | Q1 2020 | 4 |
MCA | BLACKROCK MUNIYIELD CA... | 2 | 1 | 0.00% | 0.08% | 0.15% | Q1 2019 | Q1 2021 | 4 |
NAC | NUVEEN CA QUALTY MUN I... | 2 | 1 | 0.04% | 0.08% | 0.10% | Q4 2019 | Q1 2023 | 4 |
VMO | INVESCO MUN OPPORTUNIT... | 1 | 1 | 0.04% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 4 |
NKG | NUVEEN GEORGIA QLTY MU... | 2 | 2 | 0.04% | 0.07% | 0.13% | Q3 2019 | Q4 2020 | 4 |
KO | COCA COLA CO | 2 | 1 | 0.02% | 0.07% | 0.09% | Q2 2017 | Q4 2018 | 4 |
SPLV | INVESCO EXCH TRADED FD... | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
WMT | WALMART INC | 3 | 1 | 0.00% | 0.06% | 0.10% | Q2 2019 | Q3 2020 | 4 |
EIDO | ISHARES TR | 2 | 1 | 0.00% | 0.05% | 0.08% | Q1 2019 | Q4 2020 | 4 |
HPE | HEWLETT PACKARD ENTERP... | 3 | 1 | 0.05% | 0.05% | 0.07% | Q1 2020 | Q1 2021 | 4 |
AFB | ALLIANCEBERNSTEIN NATL... | 2 | 1 | 0.00% | 0.05% | 0.16% | Q1 2019 | Q4 2022 | 4 |
EWH | ISHARES INC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q1 2019 | Q4 2020 | 4 |
MDY | SPDR S&P MIDCAP 400 ET... | 4 | 4 | 0.00% | 0.05% | 0.16% | Q4 2018 | Q3 2019 | 4 |
MPA | BLACKROCK MUNIYIELD PA... | 1 | 1 | 0.00% | 0.05% | 0.07% | Q1 2019 | Q4 2022 | 4 |
EVM | EATON VANCE CALIF MUN ... | 1 | 1 | 0.00% | 0.05% | 0.11% | Q1 2019 | Q4 2022 | 4 |
PZA | INVESCO EXCH TRADED FD... | 3 | 3 | 3.18% | 3.30% | 3.41% | Q1 2023 | Q3 2023 | 3 |
EWJ | ISHARES INC | 2 | 1 | 2.48% | 2.54% | 2.57% | Q2 2017 | Q1 2018 | 3 |
SGOV | ISHARES TR | 3 | 3 | 1.71% | 2.10% | 2.37% | Q1 2023 | Q3 2023 | 3 |
BWX | SPDR SER TR | 3 | 3 | 1.84% | 1.88% | 1.95% | Q1 2023 | Q3 2023 | 3 |
USG | U S G CORP | 3 | 3 | 0.78% | 1.53% | 2.31% | Q3 2018 | Q1 2019 | 3 |
VGLT | VANGUARD SCOTTSDALE FDS | 3 | 3 | 1.34% | 1.48% | 1.61% | Q1 2023 | Q3 2023 | 3 |
INVA | INNOVIVA INC | 3 | 3 | 1.14% | 1.45% | 1.71% | Q4 2018 | Q2 2019 | 3 |
MBB | ISHARES TR | 3 | 3 | 0.80% | 1.07% | 1.25% | Q1 2023 | Q3 2023 | 3 |
ETFC | E TRADE FINANCIAL CORP | 3 | 3 | 0.54% | 1.00% | 1.45% | Q3 2018 | Q1 2019 | 3 |
EMLC | VANECK VECTORS ETF TR | 2 | 1 | 0.92% | 0.96% | 1.02% | Q2 2017 | Q1 2018 | 3 |
IBCP | INDEPENDENT BANK CORP ... | 2 | 1 | 0.85% | 0.92% | 0.98% | Q3 2018 | Q2 2019 | 3 |
VNQI | VANGUARD INTL EQUITY I... | 3 | 3 | 0.02% | 0.89% | 1.71% | Q2 2019 | Q4 2019 | 3 |
EMB | ISHARES TR | 3 | 3 | 0.55% | 0.75% | 1.13% | Q1 2020 | Q3 2020 | 3 |
PCQ | PIMCO CALIF MUN INCOME FD | 3 | 3 | 0.61% | 0.70% | 0.78% | Q1 2023 | Q3 2023 | 3 |
HPQ | HP INC | 2 | 1 | 0.09% | 0.68% | 1.17% | Q4 2018 | Q4 2019 | 3 |
KELYA | KELLY SVCS INC | 3 | 3 | 0.59% | 0.62% | 0.67% | Q3 2018 | Q1 2019 | 3 |
VMW | VMWARE INC | 3 | 3 | 0.12% | 0.56% | 1.08% | Q3 2018 | Q1 2019 | 3 |
EL | LAUDER ESTEE COS INC | 3 | 3 | 0.10% | 0.49% | 1.25% | Q2 2019 | Q4 2019 | 3 |
UAL | UNITED CONTL HLDGS INC | 2 | 1 | 0.10% | 0.42% | 0.85% | Q4 2018 | Q4 2019 | 3 |
DOL | WISDOMTREE TR | 2 | 1 | 0.37% | 0.41% | 0.44% | Q2 2017 | Q1 2018 | 3 |
EMLC | VANECK VECTORS ETF TR | 2 | 1 | 0.01% | 0.39% | 1.02% | Q4 2018 | Q4 2019 | 3 |
PROSHARES TR | 3 | 3 | 0.11% | 0.24% | 0.49% | Q1 2022 | Q3 2022 | 3 | |
RMM | RIVERNORTH MANAGED DUR... | 3 | 3 | 0.07% | 0.17% | 0.28% | Q4 2020 | Q2 2021 | 3 |
GOOG | ALPHABET INC | 2 | 1 | 0.01% | 0.16% | 0.42% | Q2 2017 | Q1 2019 | 3 |
CL | COLGATE PALMOLIVE CO | 2 | 1 | 0.15% | 0.16% | 0.16% | Q2 2017 | Q1 2018 | 3 |
NXJ | NUVEEN NEW JERSEY QULT... | 3 | 3 | 0.11% | 0.14% | 0.17% | Q2 2020 | Q4 2020 | 3 |
QQQ | POWERSHARES QQQ TRUST | 2 | 1 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q1 2018 | 3 |
MYF | BLACKROCK MUNIYIELD IN... | 3 | 3 | 0.08% | 0.13% | 0.19% | Q3 2020 | Q1 2021 | 3 |
SLB | SCHLUMBERGER LTD | 2 | 1 | 0.11% | 0.12% | 0.12% | Q2 2017 | Q1 2018 | 3 |
NKX | NUVEEN CALIFORNIA AMT ... | 2 | 1 | 0.06% | 0.11% | 0.15% | Q4 2019 | Q2 2021 | 3 |
VIAV | VIAVI SOLUTIONS INC | 3 | 3 | 0.00% | 0.10% | 0.16% | Q2 2019 | Q4 2019 | 3 |
DES | WISDOMTREE TR | 2 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q1 2018 | 3 |
MYC | BLACKROCK MUNIYIELD CA... | 1 | 1 | 0.00% | 0.10% | 0.22% | Q1 2019 | Q3 2021 | 3 |
PM | PHILIP MORRIS INTL INC | 2 | 1 | 0.09% | 0.10% | 0.10% | Q2 2017 | Q1 2018 | 3 |
MUA | BLACKROCK MUNIASSETS F... | 1 | 1 | 0.08% | 0.09% | 0.09% | Q4 2019 | Q3 2022 | 3 |
MUC | BLACKROCK MUNIHLDNGS C... | 1 | 1 | 0.00% | 0.09% | 0.14% | Q1 2019 | Q4 2022 | 3 |
NDMO | NUVEEN DYNAMIC MUN OPP... | 2 | 1 | 0.06% | 0.08% | 0.12% | Q3 2021 | Q2 2022 | 3 |
USB | US BANCORP DEL | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2020 | Q3 2020 | 3 |
GXG | GLOBAL X FDS | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q4 2020 | 3 |
USMV | ISHARES TR | 3 | 3 | 0.00% | 0.06% | 0.10% | Q2 2019 | Q4 2019 | 3 |
BTA | BLACKROCK LONG-TERM MU... | 2 | 1 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q4 2022 | 3 |
NCB | NUVEEN CALIF MUNICPAL ... | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q4 2020 | 3 |
EVY | EATON VANCE NY MUNI IN... | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q3 2020 | 3 |
SWN | SOUTHWESTERN ENERGY CO | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q1 2018 | 3 |
VTI | VANGUARD INDEX FDS | 1 | 1 | 0.08% | 2.55% | 5.03% | Q3 2018 | Q4 2019 | 2 |
LYB | LYONDELLBASELL INDUSTR... | 1 | 1 | 0.84% | 1.49% | 2.13% | Q3 2018 | Q2 2019 | 2 |
SNV | SYNOVUS FINL CORP | 2 | 2 | 0.78% | 1.42% | 2.06% | Q3 2018 | Q4 2018 | 2 |
EEMV | ISHARES INC | 2 | 2 | 0.11% | 1.30% | 2.50% | Q4 2017 | Q1 2018 | 2 |
MCHI | ISHARES TR | 2 | 2 | 0.09% | 1.13% | 2.16% | Q4 2017 | Q1 2018 | 2 |
NSC | NORFOLK SOUTHERN CORP | 2 | 2 | 0.14% | 1.01% | 1.88% | Q3 2018 | Q4 2018 | 2 |
ADM | ARCHER DANIELS MIDLAND CO | 2 | 2 | 0.46% | 0.93% | 1.39% | Q3 2018 | Q4 2018 | 2 |
UPS | UNITED PARCEL SERVICE INC | 2 | 2 | 0.16% | 0.89% | 1.62% | Q3 2018 | Q4 2018 | 2 |
IR | INGERSOLL-RAND PLC | 1 | 1 | 0.13% | 0.65% | 1.18% | Q2 2019 | Q4 2019 | 2 |
FLT | FLEETCOR TECHNOLOGIES INC | 2 | 2 | 0.12% | 0.65% | 1.18% | Q3 2018 | Q4 2018 | 2 |
CSCO | CISCO SYS INC | 1 | 1 | 0.07% | 0.60% | 1.12% | Q2 2019 | Q2 2020 | 2 |
CFG | CITIZENS FINL GROUP INC | 2 | 2 | 0.39% | 0.60% | 0.80% | Q3 2018 | Q4 2018 | 2 |
MBI | MBIA INC | 1 | 1 | 0.11% | 0.54% | 0.96% | Q3 2018 | Q4 2019 | 2 |
MO | ALTRIA GROUP INC | 1 | 1 | 0.09% | 0.28% | 0.46% | Q2 2017 | Q4 2018 | 2 |
EOT | EATON VANCE NATL MUN O... | 1 | 1 | 0.17% | 0.18% | 0.19% | Q2 2020 | Q4 2020 | 2 |
NBB | NUVEEN TAXABLE MUNICPA... | 1 | 1 | 0.11% | 0.15% | 0.20% | Q1 2020 | Q2 2021 | 2 |
GE | GENERAL ELECTRIC CO | 1 | 1 | 0.10% | 0.13% | 0.16% | Q2 2017 | Q4 2017 | 2 |
MUJ | BLACKROCK MUNIHLDGS NJ... | 1 | 1 | 0.00% | 0.12% | 0.24% | Q2 2019 | Q2 2020 | 2 |
OXY | OCCIDENTAL PETE CORP DEL | 1 | 1 | 0.09% | 0.12% | 0.15% | Q1 2018 | Q4 2019 | 2 |
T | AT&T INC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2020 | Q2 2020 | 2 |
MUI | BLACKROCK MUNI INTER D... | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2019 | Q4 2019 | 2 |
SVXY | PROSHARES TR II | 2 | 2 | 0.09% | 0.11% | 0.12% | Q1 2020 | Q2 2020 | 2 |
NBO | NEUBERGER BRMAN NY MUN... | 2 | 2 | 0.07% | 0.10% | 0.12% | Q3 2019 | Q4 2019 | 2 |
NUW | NUVEEN AMT-FREE MUN VA... | 1 | 1 | 0.05% | 0.10% | 0.14% | Q4 2019 | Q4 2021 | 2 |
GILD | GILEAD SCIENCES INC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2019 | Q4 2019 | 2 |
MUS | BLACKROCK MUNIHOLDNGS ... | 2 | 2 | 0.06% | 0.09% | 0.13% | Q3 2019 | Q4 2019 | 2 |
MRK | MERCK & CO. INC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q3 2020 | 2 |
PIONEER MUN HIGH INCOM... | 2 | 2 | 0.07% | 0.09% | 0.11% | Q1 2022 | Q2 2022 | 2 | |
KMB | KIMBERLY CLARK CORP | 1 | 1 | 0.08% | 0.08% | 0.09% | Q2 2017 | Q1 2018 | 2 |
RFMZ | RIVERNORTH FLEXIBLE MU... | 1 | 1 | 0.05% | 0.08% | 0.12% | Q4 2021 | Q2 2022 | 2 |
RMI | RIVERNORTH OPPORTUNIST... | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q2 2021 | 2 |
ENX | EATON VANCE NEW YORK M... | 1 | 1 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q2 2022 | 2 |
BTT | BLACKROCK MUN TARGET T... | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q3 2021 | 2 |
CMF | ISHARES TR | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q3 2020 | 2 |
MMP | MAGELLAN MIDSTREAM PRT... | 2 | 2 | 0.01% | 0.07% | 0.13% | Q4 2018 | Q1 2019 | 2 |
VZ | VERIZON COMMUNICATIONS... | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q3 2020 | 2 |
THD | ISHARES INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
EPHE | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2020 | 2 |
NNY | NUVEEN N Y MUN VALUE F... | 2 | 2 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q2 2021 | 2 |
VDE | VANGUARD WORLD FDS | 2 | 2 | 0.01% | 0.05% | 0.09% | Q4 2018 | Q1 2019 | 2 |
NAZ | NUVEEN ARIZONA QLTY MU... | 1 | 1 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q2 2023 | 2 |
EEM | ISHARES TR | 2 | 2 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q3 2019 | 2 |
PICB | INVESCO EXCHNG TRADED ... | 2 | 2 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q1 2019 | 2 |
NMS | NUVEEN MINN QUALITY MU... | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
IQI | INVESCO QUALITY MUN IN... | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
NMI | NUVEEN MUN INCOME FD INC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 2 |
BLACKBOXSTOCKS INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 | |
NUO | NUVEEN OHIO QLTY MUN I... | 1 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2020 | 2 |
MHF | WESTERN ASSET MUN HI I... | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q4 2019 | 2 |
SRLN | SSGA ACTIVE ETF TR | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
SIG | SIGNET JEWELERS LIMITED | 1 | 1 | 2.28% | 2.28% | 2.28% | Q3 2018 | Q3 2018 | 1 |
WTFC | WINTRUST FINL CORP | 1 | 1 | 2.06% | 2.06% | 2.06% | Q3 2018 | Q3 2018 | 1 |
CNX | CNX RESOURCES CORPORATION | 1 | 1 | 1.74% | 1.74% | 1.74% | Q3 2018 | Q3 2018 | 1 |
WPX | WPX ENERGY INC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q3 2018 | Q3 2018 | 1 |
BBT | BB&T CORP | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2018 | Q3 2018 | 1 |
RL | RALPH LAUREN CORP | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2018 | Q3 2018 | 1 |
WSM | WILLIAMS SONOMA INC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q3 2018 | Q3 2018 | 1 |
VFC | V F CORP | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2018 | Q3 2018 | 1 |
ALLY | ALLY FINL INC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2018 | Q3 2018 | 1 |
WHR | WHIRLPOOL CORP | 1 | 1 | 1.23% | 1.23% | 1.23% | Q3 2018 | Q3 2018 | 1 |
REZ | ISHARES TR | 1 | 1 | 1.23% | 1.23% | 1.23% | Q1 2022 | Q1 2022 | 1 |
MTB | M & T BK CORP | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2018 | Q3 2018 | 1 |
ABBV | ABBVIE INC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q2 2019 | Q2 2019 | 1 |
WU | WESTERN UN CO | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2018 | Q3 2018 | 1 |
PICB | POWERSHARES ETF TRUST II | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2018 | Q1 2018 | 1 |
GPORQ | GULFPORT ENERGY CORP | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2018 | Q3 2018 | 1 |
BCR | BARD C R INC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2017 | Q2 2017 | 1 |
BBBY | BED BATH & BEYOND INC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2019 | Q2 2019 | 1 |
WDR | WADDELL & REED FINL INC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2018 | Q4 2018 | 1 |
TCS | CONTAINER STORE GROUP INC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2018 | Q3 2018 | 1 |
VSAT | VIASAT INC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2018 | Q3 2018 | 1 |
EGLE | EAGLE BULK SHIPPING INC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2018 | Q3 2018 | 1 |
ACWI | ISHARES TR | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2020 | Q1 2020 | 1 |
WD | WALKER & DUNLOP INC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2018 | Q3 2018 | 1 |
VUG | VANGUARD INDEX FDS | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2020 | Q1 2020 | 1 |
FB | FACEBOOK INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2017 | Q2 2017 | 1 |
CCL | CARNIVAL CORP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2018 | Q4 2018 | 1 |
AA | ALCOA CORP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2018 | Q3 2018 | 1 |
TTMI | TTM TECHNOLOGIES INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2018 | Q3 2018 | 1 |
SPLG | SPDR SERIES TRUST | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
AMZN | AMAZON COM INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q2 2017 | 1 |
MIY | BLACKROCK MUNIYLD MICH... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
CNX | CNX RESOURCES CORPORATION | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
VGT | VANGUARD WORLD FDS | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2017 | Q2 2017 | 1 |
ICE | INTERCONTINENTAL EXCHA... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
GPN | GLOBAL PMTS INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
VO | VANGUARD INDEX FDS | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
NXP | NUVEEN SELECT TAX-FREE... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
VNQ | VANGUARD INDEX FDS | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
KNX | KNIGHT SWIFT TRANSN HL... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
NWL | NEWELL BRANDS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
PRU | PRUDENTIAL FINL INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
TGNA | TEGNA INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
BTU | PEABODY ENERGY CORP NEW | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
ROST | ROSS STORES INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
OMF | ONEMAIN HLDGS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
VB | VANGUARD INDEX FDS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
MFT | BLACKROCK MUNIYIELD IN... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
BMY | BRISTOL MYERS SQUIBB CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
HFC | HOLLYFRONTIER CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
TFC | TRUIST FINL CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
GXG | GLOBAL X FDS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
HON | HONEYWELL INTL INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
ADT | ADT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
XRX | XEROX HOLDINGS CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
VPV | INVESCO PA VALUE MUN I... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
CNC | CENTENE CORP DEL | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
ABG | ASBURY AUTOMOTIVE GROU... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
NPV | NUVEEN VIRGINIA QLTY M... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
HBAN | HUNTINGTON BANCSHARES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
CASY | CASEYS GEN STORES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
SCHM | SCHWAB STRATEGIC TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
LCI | LANNET INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
VXUS | VANGUARD STAR FD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
BNY | BLACKROCK N Y MUN INCO... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
VMM | DELAWARE INVTS MINN MU... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
EWM | ISHARES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
ECH | ISHARES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
RFM | RIVERNORTH FLEXIBLE MU... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
WTTR | SELECT ENERGY SVCS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
BBF | BLACKROCK MUN INCOME I... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
NCA | NUVEEN CALIFORNIA MUNI... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
NUM | NUVEEN MICH QUALITY MU... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
DTF | DTF TAX-FREE INCOME INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
XOGAQ | EXTRACTION OIL AND GAS... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
DNRCQ | DENBURY RES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
AZO | AUTOZONE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
LEO | DREYFUS STRATEGIC MUNS... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
SDS | PROSHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DSM | DREYFUS STRATEGIC MUN ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
IIPR | INNOVATIVE INDL PPTYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NID | NUVEEN INTER DURATION ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
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The securities at the top of the list , including BERKSHIRE HATHAWAY INC DEL, ISHARES INC, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of Ackerman Capital Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Ackerman Capital Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Ackerman Capital Advisors, LLC owns currently or has owned in the past.