336 is the total number of securities Parkside Investments, LLC has owned. The longest Parkside Investments, LLC has owned a single stock is 27 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IEMG | ISHARES INC | 27 | 27 | 0.65% | 3.23% | 8.41% | Q1 2017 | Q3 2023 | 27 |
GOOG | ALPHABET INC CAP STK CL C | 27 | 27 | 1.28% | 2.19% | 2.93% | Q1 2017 | Q3 2023 | 27 |
AAPL | APPLE INC COM | 27 | 27 | 1.48% | 2.01% | 3.17% | Q1 2017 | Q3 2023 | 27 |
FDX | FEDEX CORP COM | 27 | 27 | 1.14% | 1.77% | 2.99% | Q1 2017 | Q3 2023 | 27 |
VWO | VANGUARD INTL EQUITY I... | 27 | 27 | 0.16% | 1.67% | 8.46% | Q1 2017 | Q3 2023 | 27 |
GLW | CORNING INC COM | 27 | 27 | 1.21% | 1.59% | 2.92% | Q1 2017 | Q3 2023 | 27 |
KYN | KAYNE ANDERSON MLP INV... | 27 | 27 | 0.04% | 1.32% | 4.41% | Q1 2017 | Q3 2023 | 27 |
TMO | THERMO FISHER SCIENTIF... | 27 | 27 | 0.86% | 1.26% | 2.32% | Q1 2017 | Q3 2023 | 27 |
EOG | EOG RES INC COM | 27 | 27 | 0.28% | 1.24% | 2.93% | Q1 2017 | Q3 2023 | 27 |
BG | BUNGE LIMITED COM | 27 | 27 | 0.82% | 1.13% | 1.65% | Q1 2017 | Q3 2023 | 27 |
CME | CME GROUP INC COM CL A | 27 | 27 | 0.18% | 1.01% | 3.22% | Q1 2017 | Q3 2023 | 27 |
BWA | BORGWARNER INC COM | 27 | 27 | 0.58% | 0.99% | 1.50% | Q1 2017 | Q3 2023 | 27 |
JPM | JPMORGAN CHASE & CO COM | 27 | 27 | 0.07% | 0.64% | 1.55% | Q1 2017 | Q3 2023 | 27 |
SPY | SPDR S&P 500 ETF TRUST | 27 | 27 | 0.30% | 0.58% | 1.35% | Q1 2017 | Q3 2023 | 27 |
DSL | DOUBLELINE INCOME SOLU... | 27 | 27 | 0.03% | 0.55% | 1.83% | Q1 2017 | Q3 2023 | 27 |
IWM | ISHARES TR | 26 | 26 | 0.20% | 6.74% | 10.40% | Q2 2017 | Q3 2023 | 26 |
IVV | ISHARES TR | 26 | 26 | 0.27% | 3.22% | 6.65% | Q2 2017 | Q3 2023 | 26 |
IGSB | ISHARES TR | 14 | 12 | 0.11% | 2.86% | 7.79% | Q1 2017 | Q3 2023 | 26 |
SHM | SPDR SER TR | 20 | 6 | 0.88% | 2.13% | 3.74% | Q1 2017 | Q3 2023 | 26 |
AL | AIR LEASE CORP CL A | 26 | 26 | 0.96% | 1.44% | 2.06% | Q2 2017 | Q3 2023 | 26 |
CF | CF INDS HLDGS INC COM | 26 | 26 | 0.76% | 1.28% | 2.17% | Q2 2017 | Q3 2023 | 26 |
C | CITIGROUP INC COM NEW | 26 | 26 | 0.59% | 1.21% | 1.72% | Q2 2017 | Q3 2023 | 26 |
AMZN | AMAZON COM INC COM | 25 | 25 | 0.20% | 1.33% | 2.34% | Q3 2017 | Q3 2023 | 25 |
WMT | WAL-MART STORES INC | 25 | 25 | 0.20% | 1.17% | 1.81% | Q3 2017 | Q3 2023 | 25 |
UNH | UNITEDHEALTH GROUP INC... | 21 | 4 | 0.02% | 1.05% | 2.00% | Q1 2017 | Q3 2023 | 25 |
IEFA | ISHARES TR | 13 | 11 | 0.08% | 3.50% | 11.65% | Q1 2017 | Q3 2023 | 24 |
FCX | FREEPORT-MCMORAN INC CL B | 24 | 24 | 0.18% | 1.55% | 2.67% | Q4 2017 | Q3 2023 | 24 |
MSFT | MICROSOFT CORP COM | 16 | 8 | 0.13% | 0.85% | 1.89% | Q3 2017 | Q3 2023 | 24 |
JPST | JPMORGAN ULTRA-SHORT I... | 23 | 23 | 0.70% | 1.70% | 4.53% | Q1 2018 | Q3 2023 | 23 |
BAM | BROOKFIELD ASSET MGMT ... | 23 | 23 | 1.23% | 1.68% | 2.95% | Q1 2017 | Q3 2022 | 23 |
DIS | Walt Disney Co | 23 | 23 | 0.31% | 1.54% | 1.96% | Q1 2018 | Q3 2023 | 23 |
NEE | NEXTERA ENERGY INC COM | 23 | 23 | 0.74% | 1.29% | 1.65% | Q1 2018 | Q3 2023 | 23 |
HYMB | SPDR NUVEEN S&P HIGH Y... | 22 | 22 | 0.61% | 1.15% | 1.99% | Q2 2018 | Q3 2023 | 22 |
CSCO | Cisco Systems Inc | 21 | 21 | 0.16% | 1.24% | 1.69% | Q3 2018 | Q3 2023 | 21 |
VTI | VANGUARD TOTAL STOCK M... | 21 | 21 | 0.00% | 0.35% | 0.49% | Q3 2018 | Q3 2023 | 21 |
DISCK | DISCOVERY COMMUNICATNS... | 16 | 4 | 0.29% | 1.07% | 1.96% | Q1 2017 | Q1 2022 | 20 |
TXN | TEXAS INSTRS INC COM | 19 | 1 | 0.02% | 1.03% | 2.10% | Q1 2017 | Q1 2022 | 20 |
IJR | ISHARES S&P SMALL-CAP ... | 20 | 20 | 0.10% | 0.82% | 3.04% | Q4 2018 | Q3 2023 | 20 |
STZ | CONSTELLATION BRANDS I... | 19 | 1 | 0.01% | 0.77% | 0.99% | Q3 2018 | Q3 2023 | 20 |
GS | GOLDMAN SACHS GROUP IN... | 10 | 2 | 0.12% | 0.24% | 0.39% | Q3 2017 | Q1 2023 | 20 |
BAC | BK OF AMERICA CORP COM | 16 | 4 | 0.10% | 0.21% | 0.36% | Q3 2018 | Q3 2023 | 20 |
ESI | ELEMENT SOLUTIONS INC COM | 19 | 19 | 0.62% | 1.16% | 1.69% | Q1 2019 | Q3 2023 | 19 |
XLV | SELECT SECTOR SPDR TR | 15 | 4 | 0.27% | 1.09% | 2.20% | Q1 2017 | Q3 2023 | 19 |
BMY | BRISTOL-MYERS SQUIBB C... | 19 | 19 | 0.09% | 1.02% | 1.94% | Q4 2017 | Q2 2022 | 19 |
ITOT | ISHARES CORE S&P TOTAL... | 19 | 19 | 0.27% | 0.36% | 0.46% | Q1 2019 | Q3 2023 | 19 |
MS | MORGAN STANLEY COM NEW | 18 | 1 | 0.00% | 0.20% | 0.29% | Q3 2018 | Q3 2023 | 19 |
CVS | CVS HEALTH CORP COM | 18 | 18 | 0.17% | 1.58% | 2.53% | Q2 2019 | Q3 2023 | 18 |
IBB | ISHARES TR | 11 | 3 | 0.04% | 1.38% | 3.30% | Q1 2017 | Q3 2023 | 18 |
AMD | ARCHER DANIELS MIDLAND CO | 18 | 18 | 0.12% | 1.22% | 1.79% | Q2 2019 | Q3 2023 | 18 |
TFI | SPDR SER TR | 15 | 3 | 0.12% | 0.44% | 1.02% | Q2 2017 | Q2 2022 | 18 |
XBI | SPDR S&P BIOTECH ETF | 9 | 8 | 0.34% | 1.27% | 1.72% | Q4 2018 | Q3 2023 | 17 |
GDX | VANECK VECTORS GOLD MI... | 9 | 2 | 0.06% | 0.82% | 2.11% | Q1 2018 | Q4 2022 | 17 |
UNP | UNION PACIFIC CORP COM | 12 | 1 | 0.04% | 0.33% | 1.40% | Q3 2017 | Q3 2023 | 17 |
AUB | ATLANTIC UN BANKSHARES... | 16 | 1 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 17 |
PFF | ISHARES U.S. PREFERRED... | 14 | 2 | 0.10% | 1.93% | 2.82% | Q2 2018 | Q3 2023 | 16 |
PTON | PELOTON INTERACTIVE IN... | 15 | 15 | 0.04% | 1.95% | 5.76% | Q1 2020 | Q3 2023 | 15 |
HYS | PIMCO ETF TR | 15 | 15 | 0.87% | 1.32% | 1.66% | Q1 2017 | Q3 2020 | 15 |
WBA | WALGREENS BOOTS ALLIAN... | 13 | 2 | 0.13% | 0.85% | 2.43% | Q1 2017 | Q1 2023 | 15 |
BABA | ALIBABA GROUP HLDG LTD... | 15 | 15 | 0.27% | 0.78% | 1.55% | Q4 2017 | Q2 2021 | 15 |
NVDA | NVIDIA CORP COM | 6 | 1 | 0.08% | 0.16% | 0.22% | Q3 2017 | Q3 2022 | 15 |
ISRG | INTUITIVE SURGICAL INC... | 11 | 4 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 15 |
IAC | IAC INTERACTIVECORP COM | 14 | 14 | 1.08% | 1.55% | 2.48% | Q1 2017 | Q2 2020 | 14 |
VEA | VANGUARD TAX MANAGED I... | 13 | 1 | 0.01% | 1.25% | 3.49% | Q1 2017 | Q1 2022 | 14 |
TFC | TRUIST FINL CORP COM | 14 | 14 | 0.64% | 1.11% | 1.37% | Q4 2019 | Q1 2023 | 14 |
TIP | ISHARES TR | 5 | 1 | 0.08% | 1.01% | 1.98% | Q1 2017 | Q1 2023 | 14 |
COP | CONOCOPHILLIPS COM | 12 | 1 | 0.02% | 1.00% | 2.33% | Q3 2018 | Q3 2023 | 14 |
WPX | WPX ENERGY INC COM | 14 | 14 | 0.05% | 0.16% | 0.28% | Q3 2017 | Q4 2020 | 14 |
VYM | VANGUARD WHITEHALL FDS... | 10 | 1 | 0.04% | 0.07% | 0.15% | Q2 2017 | Q2 2023 | 14 |
TYG | TORTOISE ENERGY INFRA ... | 13 | 13 | 0.41% | 2.92% | 4.64% | Q1 2017 | Q1 2020 | 13 |
IGIB | ISHARES INTERMEDIATE C... | 13 | 13 | 0.50% | 1.71% | 2.22% | Q2 2020 | Q2 2023 | 13 |
SLB | SCHLUMBERGER LTD COM STK | 12 | 1 | 0.00% | 0.83% | 1.53% | Q1 2017 | Q1 2022 | 13 |
FB | FACEBOOK INC CL A | 11 | 2 | 0.17% | 0.66% | 1.07% | Q3 2017 | Q4 2020 | 13 |
BHC | BAUSCH HEALTH COS INC COM | 13 | 13 | 0.13% | 0.65% | 1.51% | Q2 2019 | Q2 2022 | 13 |
IWV | ISHARES RUSSELL 3000 ETF | 11 | 2 | 0.08% | 0.54% | 1.58% | Q4 2019 | Q1 2023 | 13 |
RTX | RAYTHEON TECHNOLOGIES ... | 13 | 13 | 0.06% | 0.19% | 0.38% | Q2 2020 | Q2 2023 | 13 |
GT | GOODYEAR TIRE & RUBR C... | 12 | 12 | 0.35% | 1.03% | 2.11% | Q1 2017 | Q4 2019 | 12 |
APTV | APTIV PLC SHS | 12 | 12 | 0.70% | 0.87% | 1.10% | Q4 2020 | Q3 2023 | 12 |
TPL | TEXAS PACIFIC LAND COR... | 12 | 12 | 0.30% | 0.70% | 1.13% | Q4 2020 | Q3 2023 | 12 |
BP | BP PLC SPONSORED ADR | 12 | 12 | 0.28% | 0.66% | 1.12% | Q4 2018 | Q3 2021 | 12 |
XLU | UTILITIES SELECT SECTO... | 5 | 2 | 0.06% | 0.64% | 1.31% | Q4 2018 | Q3 2023 | 12 |
FMC | FMC CORP COM NEW | 8 | 1 | 0.05% | 0.31% | 1.66% | Q1 2017 | Q4 2021 | 12 |
JNJ | JOHNSON & JOHNSON COM | 6 | 1 | 0.01% | 0.19% | 0.28% | Q3 2018 | Q3 2023 | 12 |
CRM | SALESFORCE INC COM | 8 | 1 | 0.06% | 0.18% | 0.30% | Q3 2017 | Q3 2022 | 12 |
DVN | DEVON ENERGY CORP NEW COM | 11 | 11 | 0.52% | 2.15% | 3.06% | Q1 2021 | Q3 2023 | 11 |
SH | PROSHARES TR | 6 | 2 | 0.05% | 0.72% | 2.11% | Q1 2017 | Q2 2022 | 11 |
PJAN | INNOVATOR U.S. EQUITY ... | 7 | 4 | 0.06% | 0.27% | 0.87% | Q2 2020 | Q3 2023 | 11 |
IAU | ISHARES GOLD TRUST | 10 | 10 | 1.90% | 3.76% | 5.05% | Q2 2021 | Q3 2023 | 10 |
XLY | SELECT SECTOR SPDR TR | 10 | 10 | 0.98% | 1.63% | 2.20% | Q4 2017 | Q1 2020 | 10 |
IAC | IAC INTERACTIVECORP NE... | 10 | 10 | 1.07% | 1.54% | 1.98% | Q2 2021 | Q3 2023 | 10 |
XOP | SPDR S&P OIL & GAS EXP... | 10 | 10 | 0.78% | 1.39% | 1.84% | Q1 2017 | Q2 2019 | 10 |
XPO | XPO LOGISTICS INC COM | 10 | 10 | 0.78% | 0.98% | 1.34% | Q3 2017 | Q4 2019 | 10 |
XLK | TECHNOLOGY SELECT SECT... | 9 | 1 | 0.23% | 0.72% | 1.11% | Q3 2017 | Q1 2020 | 10 |
KHC | KRAFT HEINZ CO COM | 10 | 10 | 0.09% | 0.62% | 1.13% | Q4 2019 | Q1 2022 | 10 |
IJH | ISHARES TR | 10 | 10 | 0.27% | 0.58% | 0.90% | Q4 2017 | Q1 2020 | 10 |
NWL | NEWELL BRANDS INC COM | 10 | 10 | 0.06% | 0.47% | 0.83% | Q3 2017 | Q4 2019 | 10 |
PENN | PENN NATL GAMING INC COM | 7 | 3 | 0.04% | 0.41% | 0.74% | Q1 2020 | Q1 2023 | 10 |
MAR | MARRIOTT INTL INC NEW ... | 3 | 1 | 0.01% | 0.15% | 0.36% | Q3 2017 | Q1 2022 | 10 |
COST | COSTCO WHSL CORP NEW COM | 3 | 1 | 0.02% | 0.11% | 0.29% | Q3 2017 | Q3 2023 | 10 |
ECON | COLUMBIA ETF TR II | 5 | 1 | 0.00% | 1.76% | 3.73% | Q1 2017 | Q1 2022 | 9 |
AGN | ALLERGAN PLC SHS | 9 | 9 | 0.60% | 1.48% | 2.43% | Q1 2017 | Q1 2019 | 9 |
PINS | PINTEREST INC CL A | 9 | 9 | 0.62% | 1.23% | 1.70% | Q1 2020 | Q1 2022 | 9 |
SOFI | SOFI TECHNOLOGIES INC COM | 9 | 9 | 0.12% | 0.86% | 1.42% | Q3 2021 | Q3 2023 | 9 |
APA | APACHE CORP COM | 9 | 9 | 0.11% | 0.81% | 1.54% | Q1 2017 | Q1 2019 | 9 |
MYL | MYLAN N V SHS EURO | 9 | 9 | 0.35% | 0.73% | 1.39% | Q1 2017 | Q1 2019 | 9 |
BOX | BOX INC CL A | 9 | 9 | 0.45% | 0.64% | 0.80% | Q1 2019 | Q1 2021 | 9 |
IWD | ISHARES RUSSELL 1000 V... | 9 | 9 | 0.46% | 0.61% | 0.86% | Q1 2018 | Q1 2020 | 9 |
ULST | SPDR SSGA ULTRA SHORT ... | 8 | 8 | 0.81% | 1.29% | 1.58% | Q2 2020 | Q1 2022 | 8 |
MET | METLIFE INC COM | 8 | 8 | 0.55% | 1.15% | 2.15% | Q1 2017 | Q4 2018 | 8 |
GE | GENERAL ELECTRIC CO COM | 7 | 1 | 0.04% | 1.07% | 2.70% | Q1 2017 | Q1 2019 | 8 |
STI | SUNTRUST BKS INC COM | 8 | 8 | 0.16% | 0.91% | 1.99% | Q4 2017 | Q3 2019 | 8 |
OKE | ONEOK INC NEW COM | 8 | 8 | 0.40% | 0.79% | 1.02% | Q1 2020 | Q4 2021 | 8 |
PAPR | INNOVATOR U.S. EQUITY ... | 8 | 8 | 0.08% | 0.69% | 1.64% | Q1 2020 | Q4 2021 | 8 |
CEM | CLEARBRIDGE MLP AND MI... | 6 | 1 | 0.05% | 0.68% | 1.74% | Q1 2017 | Q4 2019 | 8 |
M | MACYS INC COM | 8 | 8 | 0.41% | 0.68% | 1.18% | Q1 2017 | Q4 2018 | 8 |
BJAN | INNOVATOR U.S. EQUITY ... | 5 | 3 | 0.07% | 0.56% | 1.40% | Q1 2020 | Q1 2023 | 8 |
IJS | ISHARES S&P SMALL-CAP ... | 8 | 8 | 0.07% | 0.40% | 0.60% | Q4 2018 | Q3 2020 | 8 |
MBFI | MB FINANCIAL INC NEW COM | 8 | 8 | 0.16% | 0.34% | 0.57% | Q1 2017 | Q4 2018 | 8 |
FNDX | SCHWAB FUNDAMENTAL U.S... | 8 | 8 | 0.21% | 0.30% | 0.40% | Q4 2018 | Q3 2020 | 8 |
ANCX | ACCESS NATL CORP COM | 8 | 8 | 0.13% | 0.26% | 0.37% | Q1 2017 | Q4 2018 | 8 |
BXMT | BLACKSTONE MTG TR INC ... | 7 | 1 | 0.03% | 0.15% | 0.24% | Q2 2018 | Q1 2022 | 8 |
CVX | CHEVRON CORP NEW COM | 3 | 1 | 0.00% | 0.14% | 0.25% | Q3 2018 | Q2 2023 | 8 |
GOOGL | ALPHABET INC CAP STK CL A | 5 | 1 | 0.04% | 0.06% | 0.13% | Q3 2018 | Q3 2023 | 8 |
ABT | ABBOTT LABS COM | 7 | 1 | 0.03% | 0.06% | 0.07% | Q3 2019 | Q1 2022 | 8 |
SUB | ISHARES SHORT-TERM NAT... | 7 | 7 | 0.93% | 1.52% | 1.99% | Q1 2022 | Q3 2023 | 7 |
HON | HONEYWELL INTL INC COM | 6 | 1 | 0.07% | 0.19% | 0.38% | Q3 2017 | Q2 2019 | 7 |
ADM | ARCHER DANIELS MIDLAND... | 5 | 1 | 0.14% | 0.17% | 0.22% | Q2 2021 | Q3 2023 | 7 |
COG | COTERRA ENERGY INC | 7 | 7 | 0.14% | 0.17% | 0.21% | Q1 2022 | Q3 2023 | 7 |
XOP | SPDR S&P OIL & GAS EXP... | 5 | 2 | 0.03% | 0.16% | 0.30% | Q2 2020 | Q1 2022 | 7 |
CMCSA | COMCAST CORP NEW CL A | 6 | 1 | 0.01% | 0.15% | 0.22% | Q3 2017 | Q1 2022 | 7 |
PFO | FLAHERTY & CRUMRINE PF... | 7 | 7 | 0.06% | 0.14% | 0.29% | Q1 2017 | Q3 2018 | 7 |
MDT | MEDTRONIC PLC SHS | 3 | 1 | 0.07% | 0.11% | 0.17% | Q4 2017 | Q3 2023 | 7 |
AVGO | BROADCOM INC COM | 5 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
V | VISA INC COM CL A | 6 | 1 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q1 2022 | 7 |
IAU | ISHARES COMEX GOLD TRUST | 6 | 6 | 0.11% | 4.02% | 5.64% | Q4 2019 | Q1 2021 | 6 |
AMLP | ALPS ETF TR | 5 | 1 | 2.52% | 3.61% | 4.77% | Q4 2017 | Q4 2019 | 6 |
IEF | ISHARES 7-10 YEAR TREA... | 6 | 6 | 1.46% | 2.52% | 3.91% | Q2 2022 | Q3 2023 | 6 |
PXE | INVESCO ENERGY EXPLORA... | 6 | 6 | 1.23% | 1.55% | 1.76% | Q2 2022 | Q3 2023 | 6 |
WARNER BROS DISCOVERY ... | 6 | 6 | 0.97% | 1.39% | 2.21% | Q2 2022 | Q3 2023 | 6 | |
IWO | ISHARES RUSSELL 2000 G... | 5 | 1 | 0.00% | 1.05% | 1.64% | Q4 2018 | Q1 2022 | 6 |
IDEV | ISHARES CORE MSCI INTE... | 6 | 6 | 0.59% | 0.68% | 0.83% | Q4 2018 | Q1 2020 | 6 |
BLK | BLACKROCK INC | 6 | 6 | 0.12% | 0.35% | 0.56% | Q3 2017 | Q4 2018 | 6 |
SCHV | SCHWAB U.S. LARGE-CAP ... | 6 | 6 | 0.11% | 0.29% | 0.39% | Q4 2018 | Q1 2020 | 6 |
SMH | VanEck Vectors Semicon... | 6 | 6 | 0.19% | 0.29% | 0.38% | Q4 2017 | Q1 2019 | 6 |
PXD | PIONEER NATURAL RESOUR... | 4 | 2 | 0.05% | 0.24% | 0.42% | Q3 2017 | Q2 2021 | 6 |
KED | KAYNE ANDERSON ENERGY ... | 6 | 6 | 0.16% | 0.22% | 0.27% | Q1 2017 | Q2 2018 | 6 |
GENERAL ELECTRIC CO CO... | 6 | 6 | 0.15% | 0.17% | 0.19% | Q3 2021 | Q4 2022 | 6 | |
NFLX | NETFLIX INC COM | 2 | 1 | 0.00% | 0.11% | 0.19% | Q3 2017 | Q1 2022 | 6 |
EFA | ISHARES MSCI EAFE ETF | 6 | 6 | 0.04% | 0.09% | 0.23% | Q3 2018 | Q4 2019 | 6 |
MUB | ISHARES NATIONAL MUNI ... | 5 | 5 | 2.96% | 3.34% | 3.61% | Q3 2022 | Q3 2023 | 5 |
POCT | INNOVATOR S&P 500 POWE... | 5 | 5 | 1.73% | 1.98% | 2.15% | Q3 2019 | Q3 2020 | 5 |
IWN | ISHARES RUSSELL 2000 V... | 5 | 5 | 1.13% | 1.28% | 1.74% | Q4 2018 | Q4 2019 | 5 |
URA | GLOBAL X URANIUM ETF | 5 | 5 | 1.00% | 1.17% | 1.72% | Q3 2022 | Q3 2023 | 5 |
FLTR | VANECK VECTORS INVESTM... | 5 | 5 | 0.54% | 1.14% | 1.66% | Q4 2018 | Q4 2019 | 5 |
SYY | SYSCO CORP COM | 5 | 5 | 0.82% | 0.89% | 0.93% | Q2 2020 | Q2 2021 | 5 |
PAH | PLATFORM SPECIALTY PRO... | 5 | 5 | 0.63% | 0.72% | 0.79% | Q4 2017 | Q4 2018 | 5 |
XLI | INDUSTRIAL SELECT SECT... | 5 | 5 | 0.21% | 0.68% | 1.18% | Q1 2018 | Q1 2019 | 5 |
NTR | NUTRIEN LTD COM | 5 | 5 | 0.21% | 0.65% | 1.04% | Q3 2022 | Q3 2023 | 5 |
BSV | VANGUARD SHORT-TERM BO... | 5 | 5 | 0.11% | 0.39% | 0.90% | Q4 2018 | Q4 2019 | 5 |
XLE | ENERGY SELECT SECTOR S... | 5 | 5 | 0.07% | 0.19% | 0.34% | Q4 2018 | Q4 2019 | 5 |
SCZ | ISHARES MSCI EAFE SMAL... | 5 | 5 | 0.07% | 0.19% | 0.37% | Q4 2018 | Q4 2019 | 5 |
APA | APA CORP | 5 | 5 | 0.15% | 0.18% | 0.23% | Q3 2022 | Q3 2023 | 5 |
MGA | MAGNA INTERNATIONAL INC | 5 | 5 | 0.08% | 0.15% | 0.22% | Q4 2020 | Q4 2021 | 5 |
SBUX | STARBUCKS CORP COM | 2 | 1 | 0.00% | 0.08% | 0.24% | Q1 2018 | Q1 2022 | 5 |
AMRN | AMARIN CORP PLC SPONS ... | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 5 |
REM | ISHARES TR | 4 | 4 | 1.40% | 2.50% | 3.15% | Q1 2017 | Q4 2017 | 4 |
PSCT | POWERSHARES S&P SMALLC... | 4 | 4 | 1.22% | 1.66% | 1.94% | Q2 2017 | Q1 2018 | 4 |
EMXC | ISHARES MSCI EMERGING ... | 4 | 4 | 0.17% | 1.65% | 2.22% | Q4 2022 | Q3 2023 | 4 |
CPN | CALPINE CORP COM NEW | 4 | 4 | 0.82% | 1.47% | 1.82% | Q1 2017 | Q4 2017 | 4 |
NXPI | NXP SEMICONDUCTORS N V... | 4 | 4 | 1.20% | 1.42% | 1.57% | Q1 2017 | Q4 2017 | 4 |
BROOKFIELD CORP CL A L... | 4 | 4 | 1.12% | 1.19% | 1.30% | Q4 2022 | Q3 2023 | 4 | |
KJAN | INNOVATOR RUSSELL 2000... | 4 | 4 | 0.20% | 0.28% | 0.36% | Q3 2020 | Q2 2021 | 4 |
BA | BOEING CO COM | 2 | 1 | 0.07% | 0.17% | 0.36% | Q2 2019 | Q3 2022 | 4 |
PDEC | INNOVATOR S&P 500 POWE... | 4 | 4 | 0.06% | 0.14% | 0.22% | Q4 2019 | Q3 2020 | 4 |
SCHW | SCHWAB CHARLES CORP COM | 2 | 1 | 0.02% | 0.13% | 0.20% | Q1 2018 | Q3 2023 | 4 |
BDEC | INNOVATOR S&P 500 BUFF... | 4 | 4 | 0.06% | 0.13% | 0.19% | Q4 2019 | Q3 2020 | 4 |
PYPL | PAYPAL HOLDINGS INC | 2 | 1 | 0.02% | 0.13% | 0.23% | Q3 2018 | Q2 2023 | 4 |
PCI | PIMCO DYNMIC CREDIT AN... | 3 | 1 | 0.06% | 0.11% | 0.14% | Q2 2017 | Q3 2018 | 4 |
PG | PROCTER AND GAMBLE CO COM | 2 | 1 | 0.02% | 0.11% | 0.20% | Q3 2017 | Q1 2022 | 4 |
WRK | WESTROCK CO | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2019 | Q3 2020 | 4 |
UJAN | INNOVATOR S&P 500 ULTR... | 4 | 4 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q1 2021 | 4 |
FITB | FIFTH THIRD BANCORP COM | 4 | 4 | 0.06% | 0.07% | 0.09% | Q1 2019 | Q4 2019 | 4 |
IBM | INTERNATIONAL BUSINESS... | 2 | 1 | 0.00% | 0.06% | 0.13% | Q3 2018 | Q1 2022 | 4 |
KOCT | INNOVATOR RUSSELL 2000... | 4 | 4 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q2 2021 | 4 |
IAC | IAC INTERACTIVECORP NE... | 3 | 3 | 1.06% | 1.34% | 1.50% | Q3 2020 | Q1 2021 | 3 |
BFEB | INNOVATOR S&P 500 BUFF... | 3 | 3 | 0.70% | 0.78% | 0.85% | Q1 2020 | Q3 2020 | 3 |
AMAT | APPLIED MATLS INC COM | 3 | 3 | 0.10% | 0.72% | 1.18% | Q4 2017 | Q2 2018 | 3 |
PFEB | INNOVATOR S&P 500 POWE... | 3 | 3 | 0.48% | 0.50% | 0.52% | Q1 2020 | Q3 2020 | 3 |
TWO | TWO HBRS INVT CORP COM | 3 | 3 | 0.24% | 0.44% | 0.60% | Q1 2017 | Q3 2017 | 3 |
VMEO | VIMEO INC | 3 | 3 | 0.27% | 0.44% | 0.63% | Q2 2021 | Q4 2021 | 3 |
PJUN | INNOVATOR S&P 500 POWE... | 3 | 3 | 0.04% | 0.33% | 0.48% | Q2 2020 | Q4 2020 | 3 |
VIAC | PARAMOUNT GLOBAL CLASS... | 3 | 3 | 0.10% | 0.23% | 0.45% | Q1 2022 | Q3 2022 | 3 |
RTN | RAYTHEON CO | 3 | 3 | 0.19% | 0.22% | 0.28% | Q3 2017 | Q1 2018 | 3 |
PX | PRAXAIR INC COM | 3 | 3 | 0.19% | 0.22% | 0.23% | Q3 2017 | Q1 2018 | 3 |
MDLZ | MONDELEZ INTL INC CL A | 3 | 3 | 0.17% | 0.19% | 0.22% | Q3 2017 | Q1 2018 | 3 |
ABNB | AIRBNB INC COM CL A | 3 | 3 | 0.17% | 0.18% | 0.20% | Q1 2022 | Q3 2022 | 3 |
XLP | Consumer Staples Selec... | 3 | 3 | 0.10% | 0.16% | 0.22% | Q3 2018 | Q1 2019 | 3 |
EXPE | EXPEDIA INC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
CG | CARLYLE GROUP INC COM | 3 | 3 | 0.01% | 0.14% | 0.24% | Q1 2022 | Q3 2022 | 3 |
XRT | SPDR S&P Retail ETF | 3 | 3 | 0.10% | 0.14% | 0.21% | Q3 2018 | Q1 2019 | 3 |
TYG | TORTOISE ENERGY INFRA ... | 1 | 1 | 0.03% | 0.13% | 0.33% | Q2 2020 | Q1 2023 | 3 |
HD | HOME DEPOT INC COM | 2 | 1 | 0.01% | 0.13% | 0.20% | Q3 2017 | Q1 2022 | 3 |
ORCL | Oracle Corp | 3 | 3 | 0.11% | 0.13% | 0.16% | Q2 2018 | Q4 2018 | 3 |
PE | PARSLEY ENGERY INC | 3 | 3 | 0.06% | 0.11% | 0.16% | Q2 2020 | Q4 2020 | 3 |
HLT | HILTON WORLDWIDE HOLDI... | 2 | 1 | 0.09% | 0.10% | 0.12% | Q2 2018 | Q2 2019 | 3 |
OIH | VANECK VECTORS OIL SER... | 3 | 3 | 0.06% | 0.10% | 0.13% | Q4 2018 | Q2 2019 | 3 |
LUV | SOUTHWEST AIRLS CO COM | 2 | 1 | 0.06% | 0.10% | 0.12% | Q2 2019 | Q1 2020 | 3 |
F | FORD MTR CO DEL COM | 3 | 3 | 0.00% | 0.10% | 0.18% | Q3 2021 | Q1 2022 | 3 |
IMCG | ISHARES MORNINGSTAR MI... | 3 | 3 | 0.07% | 0.10% | 0.11% | Q3 2019 | Q1 2020 | 3 |
ACI | ALBERTSONS COS INC COM... | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BRKB | BERKSHIRE HATHAWAY INC... | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q1 2022 | 3 |
UMBF | UMB FINL CORP COM | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2022 | 3 |
KRE | SPDR S&P REGIONAL BANK... | 2 | 2 | 0.46% | 0.61% | 0.75% | Q4 2018 | Q1 2019 | 2 |
CB | CHUBB LTD | 2 | 2 | 0.19% | 0.24% | 0.28% | Q3 2017 | Q4 2017 | 2 |
XLF | FINANCIAL SELECT SECTO... | 2 | 2 | 0.23% | 0.23% | 0.24% | Q4 2018 | Q1 2019 | 2 |
LMT | LOCKHEED MARTIN CORP | 2 | 2 | 0.22% | 0.22% | 0.22% | Q3 2017 | Q4 2017 | 2 |
RSP | INVESCO S&P 500 EQUAL ... | 2 | 2 | 0.12% | 0.21% | 0.30% | Q2 2023 | Q3 2023 | 2 |
XHB | SPDR S&P Homebuilders ETF | 2 | 2 | 0.10% | 0.21% | 0.31% | Q4 2018 | Q1 2019 | 2 |
AAP | Advance Auto Parts Inc | 2 | 2 | 0.13% | 0.19% | 0.25% | Q1 2018 | Q2 2018 | 2 |
ALB | ALBERMARLE | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2017 | Q4 2017 | 2 |
ABBV | AbbVie Inc | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2018 | Q3 2018 | 2 |
URI | UNITED RENTALS INC | 1 | 1 | 0.08% | 0.13% | 0.17% | Q2 2019 | Q4 2019 | 2 |
Boeing Co | 1 | 1 | 0.09% | 0.12% | 0.16% | Q1 2019 | Q2 2022 | 2 | |
UTX | UNITED TECHNOLOGIES CORP | 2 | 2 | 0.07% | 0.11% | 0.16% | Q4 2019 | Q1 2020 | 2 |
PSX | PHILLIPS 66 COM | 1 | 1 | 0.02% | 0.11% | 0.20% | Q3 2017 | Q3 2018 | 2 |
RBLX | ROBLOX CORP CL A | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2022 | Q2 2022 | 2 |
T | AT&T INC COM | 2 | 2 | 0.02% | 0.09% | 0.17% | Q1 2022 | Q2 2022 | 2 |
KSS | KOHLS CORP | 1 | 1 | 0.06% | 0.09% | 0.12% | Q2 2019 | Q4 2019 | 2 |
WFC | WELLS FARGO CO NEW COM | 1 | 1 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q3 2018 | 2 |
CCL | CARNIVAL CORP | 1 | 1 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q4 2019 | 2 |
TGT | TARGET CORP COM | 1 | 1 | 0.01% | 0.07% | 0.13% | Q1 2022 | Q4 2022 | 2 |
MRK | MERCK & CO INC COM | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
LOW | LOWES COS INC COM | 1 | 1 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q2 2020 | 2 |
MOFG | MIDWESTONE FINL GROUP ... | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2022 | 2 |
PANW | PALO ALTO NETWORKS INC... | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q1 2022 | 2 |
EEM | ISHARES MSCI EMERGING ... | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 2 |
CMA | COMERICA INC COM | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2022 | 2 |
KKR | KKR & CO INC COM | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 2 |
XYL | XYLEM INC COM | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 2 |
FISV | FISERV INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 2 |
HIG | HARTFORD FINL SVCS GRO... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 2 |
ITT | ITT INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 2 |
RPM | RPM INTL INC COM | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 2 |
EXC | EXELON CORP COM | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 2 |
LNC | LINCOLN NATL CORP IND COM | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 2 |
MOS | MOSAIC CO NEW COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 2 |
OCFC | OCEANFIRST FINL CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 2 |
AMGN | AMGEN INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 2 |
EIX | EDISON INTL COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 2 |
HST | HOST HOTELS & RESORTS ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 2 |
RYN | RAYONIER INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 2 |
PBR | PETROLEO BRASILEIRO SA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 2 |
VEC | VECTRUS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 2 |
RYAM | RAYONIER ADVANCED MATL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 2 |
VUSB | VANGUARD ULTRA-SHORT B... | 1 | 1 | 2.81% | 2.81% | 2.81% | Q3 2023 | Q3 2023 | 1 |
AIG | AMERICAN INTL GROUP IN... | 1 | 1 | 1.97% | 1.97% | 1.97% | Q1 2017 | Q1 2017 | 1 |
INFL | HORIZON KINETICS INFLA... | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2022 | Q4 2022 | 1 |
FLOT | ISHARES FLOATING RATE ... | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2022 | Q2 2022 | 1 |
PSCT | INVESCO S&P SMALLCAP I... | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2018 | Q2 2018 | 1 |
SPDN | DIREXION SHS ETF TR | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2017 | Q4 2017 | 1 |
NLNK | NEWLINK GENETICS CORP COM | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2017 | Q1 2017 | 1 |
ZBH | Zimmer Biomet Holdings... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2018 | Q3 2018 | 1 |
FEI | FIRST TR MLP & ENERGY ... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
CHEVRON CORP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 | |
CAPITAL GROUP GROWTH ETF | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 | |
ATHN | Athenahealth Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
NSC | NORFOLK SOUTHERN CO | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
LVGO | LIVONGO HEALTH INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
LLY | ELI LILLY AND CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
LRCX | LAM RESEARCH CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
LDUR | PIMCO ENHANCED LOW DUR... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
BLACKROCK INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 | |
CHARLES SCHWAB CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 | |
UPS | UNITED PARCEL SERVICE ... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
AI | C3 AI INC CL A | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
VISA INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 | |
INTC | INTEL CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
UBSH | UNION BANKSHARES CORP ... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
SHOP | SHOPIFY INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
RH | RESTORATION HARDWARE H... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
COF | CAPITAL ONE FINANCIAL ... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
MTUM | ISHARES EDGE MSCI USA ... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
TLT | ISHARES 20 PLUS YEAR T... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
AZO | AUTOZONE INC COM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
BCBP | BCB BANCORP INC COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
WGO | WINNEBAGO INDUSTRIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
SPG | SIMON PPTY GROUP INC N... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
AEP | AMERICAN ELEC PWR CO I... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
PDI | PIMCO DYNAMIC INCOME F... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BY | BYLINE BANCORP INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
VZ | VERIZON COMMUNICATIONS... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
LEO | BNY MELLON STRATEGIC M... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PTVCB | PROTECTIVE INS CORP CL B | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
GOGO | GOGO INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BNTX | BIONTECH SE SPONSORED ADS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
PMM | PUTNAM MANAGED MUN INC... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DLTH | DULUTH HLDGS INC COM CL B | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
FAST | FASTENAL CO COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
BANC | BANC OF CALIFORNIA INC... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
NTRS | NORTHERN TR CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CI | CIGNA CORPORATION COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SHAK | SHAKE SHACK INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CONSTELLATION ENERGY C... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 | |
AOS | SMITH A O COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
APOLLO GLOBAL MGMT INC... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 | |
AWK | AMERICAN WTR WKS CO IN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
ACN | ACCENTURE PLC IRELAND ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
PEG | PUBLIC SVC ENTERPRISE ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
WW | WEIGHT WATCHERS INTL I... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
LOGI | LOGITECH INTL S A SHS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
WM | WASTE MGMT INC DEL COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CLMT | CALUMET SPECIALTY PROD... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SAIL | SAILPOINT TECHNOLOGIES... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TSLA | TESLA INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RDSA | ROYAL DUTCH SHELL PLC ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GILD | GILEAD SCIENCES INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SPYD | SPDR PORTFOLIO S&P 500... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NUV | NUVEEN MUN VALUE FD IN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HRS | HARRIS CORP DEL COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SHW | SHERWIN WILLIAMS CO COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HMCO | HUMANCO ACQUISITION CO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WTFC | WINTRUST FINL CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ROST | ROSS STORES INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WYNN | WYNN RESORTS LTD COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PLUG | PLUG POWER INC COM NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RIVIAN AUTOMOTIVE INC ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 | |
EQR | EQUITY RESIDENTIAL SH ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ETP | ENERGY TRANSFER PARTNE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
LHX | L3HARRIS TECHNOLOGIES ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VAC | MARRIOTT VACATIONS WRL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KMI | KINDER MORGAN INC DEL COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FCEL | FUELCELL ENERGY INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BIP | BROOKFIELD INFRAST PAR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BLDP | BALLARD PWR SYS INC NE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FVE | FIVE STAR SENIOR LIVIN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
VTRS | VIATRIS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
KYNDRYL HLDGS INC COMM... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 | |
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The securities at the top of the list , including ISHARES INC, ALPHABET INC CAP STK CL C, and APPLE INC COM, are the highest-conviction holdings of Parkside Investments, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Parkside Investments, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Parkside Investments, LLC owns currently or has owned in the past.