273 is the total number of securities Conservest Capital Advisors, Inc. has owned. The longest Conservest Capital Advisors, Inc. has owned a single stock is 26 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MDY | SPDR S&P MIDCAP 400 ET... | 22 | 4 | 10.26% | 12.82% | 16.43% | Q1 2017 | Q3 2023 | 26 |
SPY | SPDR S&P 500 ETF TR | 22 | 4 | 4.30% | 8.64% | 13.57% | Q1 2017 | Q3 2023 | 26 |
XLK | SELECT SECTOR SPDR TR | 22 | 4 | 6.05% | 8.56% | 11.27% | Q1 2017 | Q3 2023 | 26 |
XLV | SELECT SECTOR SPDR TR | 22 | 4 | 6.44% | 7.88% | 10.35% | Q1 2017 | Q3 2023 | 26 |
XLP | SELECT SECTOR SPDR TR | 22 | 4 | 4.77% | 5.64% | 7.16% | Q1 2017 | Q3 2023 | 26 |
IWB | ISHARES TR | 22 | 4 | 3.26% | 3.69% | 4.73% | Q1 2017 | Q3 2023 | 26 |
VYM | VANGUARD WHITEHALL FDS... | 22 | 4 | 2.69% | 3.28% | 4.44% | Q1 2017 | Q3 2023 | 26 |
IJR | ISHARES TR | 22 | 4 | 2.31% | 2.98% | 3.91% | Q1 2017 | Q3 2023 | 26 |
DIA | SPDR DOW JONES INDL AV... | 22 | 4 | 2.24% | 2.78% | 4.26% | Q1 2017 | Q3 2023 | 26 |
VNQ | VANGUARD INDEX FDS | 22 | 4 | 0.18% | 2.68% | 4.04% | Q1 2017 | Q3 2023 | 26 |
IWV | ISHARES TR | 22 | 4 | 1.04% | 1.18% | 1.68% | Q1 2017 | Q3 2023 | 26 |
GLD | SPDR GOLD TRUST | 22 | 4 | 0.35% | 0.55% | 0.78% | Q1 2017 | Q3 2023 | 26 |
IWR | ISHARES TR | 22 | 4 | 0.36% | 0.53% | 0.65% | Q1 2017 | Q3 2023 | 26 |
CVX | CHEVRON CORP NEW | 22 | 4 | 0.09% | 0.41% | 1.22% | Q1 2017 | Q3 2023 | 26 |
EEMV | ISHARES INC | 22 | 4 | 0.15% | 0.39% | 0.96% | Q1 2017 | Q3 2023 | 26 |
IYK | ISHARES TR | 22 | 4 | 0.30% | 0.39% | 0.58% | Q1 2017 | Q3 2023 | 26 |
AAPL | APPLE INC | 22 | 4 | 0.08% | 0.36% | 1.47% | Q1 2017 | Q3 2023 | 26 |
DIS | DISNEY WALT CO | 22 | 4 | 0.11% | 0.36% | 0.89% | Q1 2017 | Q3 2023 | 26 |
XOM | EXXON MOBIL CORP | 22 | 4 | 0.04% | 0.28% | 1.00% | Q1 2017 | Q3 2023 | 26 |
IYH | ISHARES TR | 22 | 4 | 0.23% | 0.27% | 0.36% | Q1 2017 | Q3 2023 | 26 |
IEV | ISHARES TR | 22 | 4 | 0.08% | 0.23% | 0.56% | Q1 2017 | Q3 2023 | 26 |
EEM | ISHARES TR | 22 | 4 | 0.07% | 0.18% | 1.95% | Q1 2017 | Q3 2023 | 26 |
SDY | SPDR SER TR | 22 | 4 | 0.12% | 0.15% | 0.22% | Q1 2017 | Q3 2023 | 26 |
VWO | VANGUARD INTL EQUITY I... | 22 | 4 | 0.04% | 0.15% | 0.23% | Q1 2017 | Q3 2023 | 26 |
VO | VANGUARD INDEX FDS | 22 | 4 | 0.04% | 0.13% | 0.41% | Q1 2017 | Q3 2023 | 26 |
IYW | ISHARES TR | 22 | 4 | 0.08% | 0.13% | 0.28% | Q1 2017 | Q3 2023 | 26 |
COP | CONOCOPHILLIPS | 22 | 4 | 0.03% | 0.10% | 0.28% | Q1 2017 | Q3 2023 | 26 |
GMED | GLOBUS MED INC | 22 | 4 | 0.05% | 0.08% | 0.14% | Q1 2017 | Q3 2023 | 26 |
CMCSA | COMCAST CORP NEW | 22 | 4 | 0.04% | 0.08% | 0.27% | Q1 2017 | Q3 2023 | 26 |
EFA | ISHARES TR | 22 | 4 | 0.03% | 0.08% | 0.12% | Q1 2017 | Q3 2023 | 26 |
IJH | ISHARES TR | 22 | 4 | 0.05% | 0.08% | 0.13% | Q1 2017 | Q3 2023 | 26 |
IWM | ISHARES TR | 22 | 4 | 0.05% | 0.08% | 0.12% | Q1 2017 | Q3 2023 | 26 |
SLV | ISHARES SILVER TRUST | 22 | 4 | 0.05% | 0.08% | 0.21% | Q1 2017 | Q3 2023 | 26 |
AMZN | AMAZON COM INC | 22 | 4 | 0.04% | 0.07% | 0.12% | Q1 2017 | Q3 2023 | 26 |
DWX | SPDR INDEX SHS FDS | 22 | 4 | 0.04% | 0.07% | 0.13% | Q1 2017 | Q3 2023 | 26 |
INTC | INTEL CORP | 22 | 4 | 0.03% | 0.06% | 0.10% | Q1 2017 | Q3 2023 | 26 |
VV | VANGUARD INDEX FDS | 22 | 4 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q3 2023 | 26 |
HD | HOME DEPOT INC | 22 | 4 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q3 2023 | 26 |
FB | META PLATFORMS INC | 22 | 3 | 0.03% | 0.16% | 0.68% | Q1 2017 | Q3 2023 | 25 |
FRBK | REPUBLIC FIRST BANCORP... | 22 | 3 | 0.01% | 0.10% | 0.30% | Q1 2017 | Q2 2023 | 25 |
JNJ | JOHNSON & JOHNSON | 13 | 4 | 0.02% | 0.13% | 0.48% | Q1 2017 | Q3 2023 | 24 |
MSFT | MICROSOFT CORP | 16 | 4 | 0.03% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 24 |
BRKB | BERKSHIRE HATHAWAY INC... | 16 | 3 | 0.03% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 23 |
IEFA | ISHARES TR | 17 | 1 | 4.34% | 5.40% | 7.00% | Q3 2017 | Q3 2023 | 22 |
MOO | VANECK VECTORS ETF TRUST | 17 | 1 | 0.47% | 0.66% | 0.76% | Q3 2017 | Q3 2023 | 22 |
BBH | VANECK VECTORS ETF TRUST | 17 | 1 | 0.16% | 0.26% | 0.52% | Q3 2017 | Q3 2023 | 22 |
DFE | WISDOMTREE TR | 17 | 1 | 0.10% | 0.25% | 0.76% | Q3 2017 | Q3 2023 | 22 |
VDC | VANGUARD WORLD FDS | 17 | 1 | 0.10% | 0.13% | 0.20% | Q3 2017 | Q3 2023 | 22 |
GPN | GLOBAL PMTS INC | 17 | 1 | 0.03% | 0.06% | 0.08% | Q3 2017 | Q3 2023 | 22 |
CGW | INVESCO EXCH TRADED FD... | 17 | 4 | 2.21% | 2.79% | 3.41% | Q2 2018 | Q3 2023 | 21 |
QQQ | INVESCO QQQ TR | 17 | 4 | 1.58% | 2.00% | 2.36% | Q2 2018 | Q3 2023 | 21 |
RSP | INVESCO EXCHANGE TRADE... | 17 | 4 | 0.18% | 0.24% | 0.35% | Q2 2018 | Q3 2023 | 21 |
CWB | SPDR SER TR | 17 | 1 | 4.25% | 6.56% | 8.23% | Q3 2017 | Q1 2023 | 20 |
VEA | VANGUARD TAX-MANAGED I... | 16 | 4 | 0.05% | 0.49% | 0.83% | Q3 2018 | Q3 2023 | 20 |
ED | CONSOLIDATED EDISON INC | 13 | 3 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 20 |
EZU | ISHARES INC | 15 | 4 | 0.46% | 0.57% | 0.72% | Q4 2018 | Q3 2023 | 19 |
PHO | INVESCO EXCHANGE TRADE... | 15 | 4 | 0.24% | 0.33% | 0.49% | Q4 2018 | Q3 2023 | 19 |
VB | VANGUARD INDEX FDS | 15 | 4 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 19 |
TFX | TELEFLEX INCORPORATED | 13 | 5 | 0.02% | 0.03% | 0.05% | Q3 2017 | Q1 2022 | 18 |
MRK | MERCK & CO. INC | 13 | 1 | 0.02% | 0.06% | 0.12% | Q1 2017 | Q3 2023 | 17 |
AMGN | AMGEN INC | 7 | 1 | 0.02% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 17 |
JNK | SPDR SER TR | 13 | 4 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 17 |
MCD | MCDONALDS CORP | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 17 |
VGK | VANGUARD INTL EQUITY I... | 11 | 1 | 0.05% | 2.31% | 5.06% | Q1 2017 | Q3 2023 | 16 |
VHT | VANGUARD WORLD FDS | 8 | 4 | 0.03% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 16 |
VNQI | VANGUARD INTL EQUITY I... | 15 | 15 | 1.45% | 2.15% | 2.90% | Q1 2017 | Q3 2020 | 15 |
URBN | URBAN OUTFITTERS INC | 10 | 1 | 0.12% | 0.42% | 0.80% | Q1 2017 | Q3 2023 | 15 |
EMB | ISHARES TR | 9 | 1 | 0.12% | 2.06% | 3.39% | Q3 2019 | Q3 2023 | 14 |
BSV | VANGUARD BD INDEX FDS | 8 | 6 | 0.03% | 0.25% | 1.00% | Q1 2017 | Q2 2022 | 14 |
VIG | VANGUARD SPECIALIZED F... | 10 | 4 | 0.04% | 0.12% | 0.31% | Q1 2020 | Q3 2023 | 14 |
GOOGL | ALPHABET INC | 13 | 1 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 14 |
VEU | VANGUARD INTL EQUITY I... | 13 | 13 | 0.04% | 0.05% | 0.07% | Q1 2017 | Q1 2020 | 13 |
XLB | SELECT SECTOR SPDR TR | 12 | 12 | 1.72% | 4.04% | 6.90% | Q1 2017 | Q4 2019 | 12 |
XLE | SELECT SECTOR SPDR TR | 12 | 12 | 1.25% | 2.26% | 5.14% | Q1 2017 | Q4 2019 | 12 |
HEDJ | WISDOMTREE TR | 11 | 1 | 1.52% | 1.98% | 2.65% | Q3 2017 | Q4 2020 | 12 |
IYM | ISHARES TR | 12 | 12 | 0.26% | 0.62% | 1.03% | Q1 2017 | Q4 2019 | 12 |
IYE | ISHARES TR | 12 | 12 | 0.32% | 0.58% | 1.10% | Q1 2017 | Q4 2019 | 12 |
HEZU | ISHARES TR | 11 | 1 | 0.35% | 0.47% | 0.62% | Q3 2017 | Q4 2020 | 12 |
XBI | SPDR SER TR | 8 | 4 | 0.07% | 0.22% | 0.36% | Q3 2020 | Q3 2023 | 12 |
EPD | ENTERPRISE PRODS PARTN... | 12 | 12 | 0.04% | 0.07% | 0.09% | Q1 2017 | Q4 2019 | 12 |
DGRO | ISHARES TR | 7 | 4 | 0.18% | 2.41% | 4.51% | Q4 2020 | Q3 2023 | 11 |
IEUR | ISHARES TR | 7 | 4 | 0.03% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 11 |
SHOP | SHOPIFY INC | 8 | 3 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 11 |
AAXJ | ISHARES TR | 10 | 10 | 0.52% | 0.79% | 1.15% | Q1 2017 | Q2 2019 | 10 |
BABA | ALIBABA GROUP HLDG LTD | 5 | 5 | 0.02% | 0.25% | 0.62% | Q1 2017 | Q2 2021 | 10 |
VCSH | VANGUARD SCOTTSDALE FDS | 9 | 9 | 0.11% | 4.01% | 6.62% | Q2 2020 | Q2 2022 | 9 |
CLVS | CLOVIS ONCOLOGY INC | 9 | 9 | 0.03% | 0.10% | 0.16% | Q1 2017 | Q1 2019 | 9 |
PAVE | GLOBAL X FDS | 5 | 4 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 9 |
PNC | PNC FINL SVCS GROUP INC | 4 | 1 | 0.03% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 9 |
ACETQ | ACETO CORP | 9 | 9 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q1 2019 | 9 |
AGG | ISHARES TR | 7 | 1 | 0.09% | 5.98% | 9.48% | Q3 2019 | Q1 2022 | 8 |
FLOT | ISHARES TR | 7 | 1 | 2.65% | 2.95% | 3.30% | Q3 2017 | Q4 2019 | 8 |
SPIB | SPDR SERIES TRUST | 7 | 1 | 0.60% | 0.98% | 1.66% | Q3 2017 | Q4 2019 | 8 |
XLC | SELECT SECTOR SPDR TR | 4 | 4 | 0.04% | 0.49% | 1.18% | Q3 2021 | Q3 2023 | 8 |
VWOB | VANGUARD WHITEHALL FDS | 8 | 8 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q1 2022 | 8 |
VFC | V F CORP | 8 | 8 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q2 2021 | 8 |
CLXPF | CYBIN INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
NEAR | ISHARES US ETF TR | 7 | 7 | 3.19% | 4.25% | 6.39% | Q2 2018 | Q4 2019 | 7 |
STON | STONEMOR PARTNERS L P | 7 | 7 | 0.01% | 0.15% | 0.27% | Q1 2017 | Q3 2018 | 7 |
VUG | VANGUARD INDEX FDS | 4 | 3 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 7 |
VTV | VANGUARD INDEX FDS | 4 | 3 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 7 |
MO | ALTRIA GROUP INC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q3 2018 | 7 |
GNR | SPDR INDEX SHS FDS | 4 | 2 | 0.27% | 0.37% | 0.42% | Q1 2022 | Q3 2023 | 6 |
IGIB | ISHARES TR | 6 | 6 | 0.22% | 0.23% | 0.25% | Q4 2020 | Q1 2022 | 6 |
GE | GENERAL ELECTRIC CO | 6 | 6 | 0.02% | 0.07% | 0.13% | Q1 2017 | Q2 2018 | 6 |
PFE | PFIZER INC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2022 | 6 |
UP | WHEELS UP EXPERIENCE INC | 4 | 2 | 0.00% | 0.02% | 0.08% | Q3 2021 | Q1 2023 | 6 |
BBGI | BEASLEY BROADCAST GROU... | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
ARKF | ARK ETF TR | 5 | 5 | 0.45% | 1.67% | 2.52% | Q1 2021 | Q1 2022 | 5 |
RSP | RYDEX ETF TRUST | 5 | 5 | 0.57% | 0.72% | 0.80% | Q1 2017 | Q1 2018 | 5 |
TWX | TIME WARNER INC | 5 | 5 | 0.13% | 0.15% | 0.17% | Q1 2017 | Q1 2018 | 5 |
IEMG | ISHARES INC | 4 | 1 | 0.04% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 5 |
VIPS | VIPSHOP HLDGS LTD | 5 | 5 | 0.06% | 0.10% | 0.14% | Q1 2017 | Q1 2018 | 5 |
PHO | POWERSHARES ETF TRUST | 5 | 5 | 0.07% | 0.09% | 0.10% | Q1 2017 | Q1 2018 | 5 |
ZBH | ZIMMER BIOMET HLDGS INC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2017 | Q1 2018 | 5 |
RDSA | ROYAL DUTCH SHELL PLC | 5 | 5 | 0.06% | 0.07% | 0.10% | Q1 2017 | Q1 2018 | 5 |
UPS | UNITED PARCEL SERVICE INC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q1 2017 | Q1 2018 | 5 |
IVV | ISHARES TR | 3 | 2 | 0.06% | 0.06% | 0.07% | Q2 2018 | Q3 2023 | 5 |
SPDW | SPDR INDEX SHS FDS | 4 | 1 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 5 |
ONDK | ON DECK CAP INC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q1 2018 | 5 |
KO | COCA COLA CO | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q1 2018 | 5 |
GRR | ASIA TIGERS FD INC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q1 2018 | 5 |
LRCX | LAM RESEARCH CORP | 4 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 5 |
JNK | SPDR SERIES TRUST | 4 | 1 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q1 2019 | 5 |
VOO | VANGUARD INDEX FDS | 4 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 5 |
EOG | EOG RES INC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 5 |
VALE | VALE S A | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
KMI | KINDER MORGAN INC DEL | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
ET | ENERGY TRANSFER L P | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
AEF | ABERDEEN EMRG MRKTS EQ... | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
VGT | VANGUARD WORLD FDS | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
GS | GOLDMAN SACHS GROUP INC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2017 | Q4 2017 | 4 |
SLB | SCHLUMBERGER LTD | 4 | 4 | 0.04% | 0.06% | 0.08% | Q1 2017 | Q4 2017 | 4 |
MUB | ISHARES TR | 3 | 1 | 0.04% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 4 |
SPYD | SPDR SER TR | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
XLRE | SELECT SECTOR SPDR TR | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
AMX | AMERICA MOVIL SAB DE CV | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q4 2017 | 4 |
PANW | PALO ALTO NETWORKS INC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 4 |
MNMD | MIND MEDICINE MINDMED INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
VOX | VANGUARD WORLD FDS | 3 | 3 | 0.78% | 0.84% | 0.88% | Q1 2023 | Q3 2023 | 3 |
FINX | GLOBAL X FDS | 3 | 3 | 0.12% | 0.81% | 2.18% | Q2 2021 | Q4 2021 | 3 |
NOW | SERVICENOW INC | 2 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2018 | 3 |
BV | BAZAARVOICE INC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q3 2017 | 3 |
HES | HESS CORP | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q3 2017 | 3 |
IVW | ISHARES TR | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
IVE | ISHARES TR | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
VTI | VANGUARD INDEX FDS | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
FMB | FIRST TR EXCH TRADED F... | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
AMLP | ALPS ETF TR | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q3 2017 | 3 |
FCSC | FIBROCELL SCIENCE INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
IRIX | IRIDEX CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
ATAI | ATAI LIFE SCIENCES NV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
VGSH | VANGUARD SCOTTSDALE FDS | 2 | 2 | 1.26% | 1.27% | 1.29% | Q2 2023 | Q3 2023 | 2 |
NFLX | NETFLIX INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q2 2018 | 2 |
VZ | VERIZON COMMUNICATIONS... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q2 2017 | 2 |
IBM | INTERNATIONAL BUSINESS... | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2017 | Q2 2017 | 2 |
HON | HONEYWELL INTL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q1 2019 | 2 |
ICVT | ISHARES TR | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
WMT | WALMART INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PEP | PEPSICO INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SQ | SQUARE INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
SACH | SACHEM CAP CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MDY | SPDR S&P MIDCAP 400 ET... | 1 | 1 | 13.60% | 13.60% | 13.60% | Q3 2022 | Q3 2022 | 1 |
SPY | SPDR S&P 500 ETF TR | 1 | 1 | 13.21% | 13.21% | 13.21% | Q3 2022 | Q3 2022 | 1 |
XLK | SELECT SECTOR SPDR TR | 1 | 1 | 9.35% | 9.35% | 9.35% | Q3 2022 | Q3 2022 | 1 |
XLV | SELECT SECTOR SPDR TR | 1 | 1 | 9.29% | 9.29% | 9.29% | Q3 2022 | Q3 2022 | 1 |
XLP | SELECT SECTOR SPDR TR | 1 | 1 | 6.08% | 6.08% | 6.08% | Q3 2022 | Q3 2022 | 1 |
CWB | SPDR SER TR | 1 | 1 | 5.30% | 5.30% | 5.30% | Q3 2022 | Q3 2022 | 1 |
IEFA | ISHARES TR | 1 | 1 | 4.41% | 4.41% | 4.41% | Q3 2022 | Q3 2022 | 1 |
IWB | ISHARES TR | 1 | 1 | 3.90% | 3.90% | 3.90% | Q3 2022 | Q3 2022 | 1 |
IJR | ISHARES TR | 1 | 1 | 3.66% | 3.66% | 3.66% | Q3 2022 | Q3 2022 | 1 |
DGRO | ISHARES TR | 1 | 1 | 3.64% | 3.64% | 3.64% | Q3 2022 | Q3 2022 | 1 |
VNQ | VANGUARD INDEX FDS | 1 | 1 | 3.59% | 3.59% | 3.59% | Q3 2022 | Q3 2022 | 1 |
VYM | VANGUARD WHITEHALL FDS | 1 | 1 | 3.54% | 3.54% | 3.54% | Q3 2022 | Q3 2022 | 1 |
CGW | INVESCO EXCH TRADED FD... | 1 | 1 | 3.12% | 3.12% | 3.12% | Q3 2022 | Q3 2022 | 1 |
DIA | SPDR DOW JONES INDL AV... | 1 | 1 | 2.47% | 2.47% | 2.47% | Q3 2022 | Q3 2022 | 1 |
CGW | CLAYMORE EXCHANGE TRD ... | 1 | 1 | 2.41% | 2.41% | 2.41% | Q3 2017 | Q3 2017 | 1 |
QQQ | POWERSHARES QQQ TRUST | 1 | 1 | 2.30% | 2.30% | 2.30% | Q3 2017 | Q3 2017 | 1 |
QQQ | INVESCO QQQ TR | 1 | 1 | 2.11% | 2.11% | 2.11% | Q3 2022 | Q3 2022 | 1 |
XLC | SELECT SECTOR SPDR TR | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2022 | Q3 2022 | 1 |
IWV | ISHARES TR | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2022 | Q3 2022 | 1 |
GLD | SPDR GOLD TR | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2022 | Q3 2022 | 1 |
TIP | ISHARES TR | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2017 | Q4 2017 | 1 |
VEA | VANGUARD TAX-MANAGED FDS | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2022 | Q3 2022 | 1 |
IWR | ISHARES TR | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2022 | Q3 2022 | 1 |
MOO | VANECK ETF TRUST | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2022 | Q3 2022 | 1 |
PHO | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2022 | Q3 2022 | 1 |
BBH | VANECK ETF TRUST | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2022 | Q3 2022 | 1 |
EZU | ISHARES INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2022 | Q3 2022 | 1 |
IYK | ISHARES TR | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2022 | Q3 2022 | 1 |
GNR | SPDR INDEX SHS FDS | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2022 | Q3 2022 | 1 |
VO | VANGUARD INDEX FDS | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2022 | Q3 2022 | 1 |
AAPL | APPLE INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2022 | Q3 2022 | 1 |
IYH | ISHARES TR | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
XBI | SPDR SER TR | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
IYW | ISHARES TR | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
VIG | VANGUARD SPECIALIZED F... | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
RSP | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
SUB | ISHARES TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
DIS | DISNEY WALT CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
CVX | CHEVRON CORP NEW | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
EEMV | ISHARES INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
VWO | VANGUARD INTL EQUITY I... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
VDC | VANGUARD WORLD FDS | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
SDY | SPDR SER TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
EMB | ISHARES TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
DFE | WISDOMTREE TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
IEUR | ISHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
EEM | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
XOM | EXXON MOBIL CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
COP | CONOCOPHILLIPS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
IEV | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
TEVA | TEVA PHARMACEUTICAL IN... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
VTV | VANGUARD INDEX FDS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
AMZN | AMAZON COM INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
GMED | GLOBUS MED INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
VUG | VANGUARD INDEX FDS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
EFA | ISHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
IJH | ISHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
MSFT | MICROSOFT CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
VB | VANGUARD INDEX FDS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
CHTR | CHARTER COMMUNICATIONS... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
HD | HOME DEPOT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
SLV | ISHARES SILVER TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
AOD | ALPINE TOTAL DYNAMIC D... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
IWM | ISHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
XLRE | SELECT SECTOR SPDR TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
VV | VANGUARD INDEX FDS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
VGK | VANGUARD INTL EQUITY I... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
SPYD | SPDR SER TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
FSK | FS INVT CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
GOOG | ALPHABET INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
PPH | VANECK VECTORS ETF TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
BRKB | BERKSHIRE HATHAWAY INC... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
NOBL | PROSHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
GPN | GLOBAL PMTS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
IEMG | ISHARES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
JNJ | JOHNSON & JOHNSON | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
PAA | PLAINS ALL AMERN PIPEL... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
SPDW | SPDR INDEX SHS FDS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
VHT | VANGUARD WORLD FDS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
DWX | SPDR INDEX SHS FDS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
DNKN | DUNKIN BRANDS GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
CMCSA | COMCAST CORP NEW | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
PNC | PNC FINL SVCS GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
PAVE | GLOBAL X FDS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
INTC | INTEL CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
LRCX | LAM RESEARCH CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
ICSH | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
T | AT&T INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
VOO | VANGUARD INDEX FDS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
NTR | NUTRIEN LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
VCSH | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
FRBK | REPUBLIC FIRST BANCORP... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
EOG | EOG RES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
MCD | MCDONALDS CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
PFE | PFIZER INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
IVLU | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ED | CONSOLIDATED EDISON INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
COST | COSTCO WHSL CORP NEW | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ABBV | ABBVIE INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
JNK | SPDR SER TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
KMI | KINDER MORGAN INC DEL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
NTR | NUTRIEN LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
VALE | VALE S A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
HLNE | HAMILTON LANE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
LOW | LOWES COS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ET | ENERGY TRANSFER L P | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
DGX | QUEST DIAGNOSTICS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
UP | WHEELS UP EXPERIENCE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CLXPF | CYBIN INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BBGI | BEASLEY BROADCAST GROU... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ATIPWS | ATI PHYSICAL THERAPY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Download |
The securities at the top of the list , including SPDR S&P MIDCAP 400 ETF TR, SPDR S&P 500 ETF TR, and SELECT SECTOR SPDR TR, are the highest-conviction holdings of Conservest Capital Advisors, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Conservest Capital Advisors, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Conservest Capital Advisors, Inc. owns currently or has owned in the past.