418 is the total number of securities CFO4Life Group, LLC has owned. The longest CFO4Life Group, LLC has owned a single stock is 27 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
UPS | UNITED PARCEL SERVICE INC | 27 | 27 | 11.42% | 17.12% | 30.82% | Q1 2017 | Q3 2023 | 27 |
MTUM | ISHARES TR | 27 | 27 | 3.33% | 5.35% | 9.21% | Q1 2017 | Q3 2023 | 27 |
DAR | DARLING INGREDIENTS INC | 27 | 27 | 2.25% | 4.83% | 9.02% | Q1 2017 | Q3 2023 | 27 |
AAPL | APPLE INC | 27 | 27 | 2.42% | 4.19% | 5.78% | Q1 2017 | Q3 2023 | 27 |
USMV | ISHARES TR | 27 | 27 | 0.29% | 3.09% | 7.26% | Q1 2017 | Q3 2023 | 27 |
IJR | ISHARES TR | 27 | 27 | 1.72% | 2.74% | 6.14% | Q1 2017 | Q3 2023 | 27 |
LII | LENNOX INTL INC | 27 | 27 | 0.31% | 1.80% | 3.76% | Q1 2017 | Q3 2023 | 27 |
PG | PROCTER & GAMBLE CO | 27 | 27 | 0.24% | 0.75% | 1.28% | Q1 2017 | Q3 2023 | 27 |
GOOGL | ALPHABET INC | 27 | 27 | 0.44% | 0.59% | 0.82% | Q1 2017 | Q3 2023 | 27 |
FB | META PLATFORMS INC | 27 | 27 | 0.14% | 0.59% | 1.10% | Q1 2017 | Q3 2023 | 27 |
XOM | EXXON MOBIL CORP | 27 | 27 | 0.23% | 0.58% | 1.34% | Q1 2017 | Q3 2023 | 27 |
JNJ | JOHNSON & JOHNSON | 27 | 27 | 0.36% | 0.52% | 0.80% | Q1 2017 | Q3 2023 | 27 |
JPM | JPMORGAN CHASE & CO | 27 | 27 | 0.16% | 0.48% | 1.20% | Q1 2017 | Q3 2023 | 27 |
PFE | PFIZER INC | 27 | 27 | 0.17% | 0.48% | 1.24% | Q1 2017 | Q3 2023 | 27 |
ETB | EATON VANCE TAX MNGED ... | 27 | 27 | 0.14% | 0.45% | 1.31% | Q1 2017 | Q3 2023 | 27 |
AMGN | AMGEN INC | 27 | 27 | 0.08% | 0.33% | 1.10% | Q1 2017 | Q3 2023 | 27 |
LRCX | LAM RESEARCH CORP | 27 | 27 | 0.14% | 0.31% | 0.76% | Q1 2017 | Q3 2023 | 27 |
XHR | XENIA HOTELS & RESORTS... | 27 | 27 | 0.03% | 0.24% | 0.86% | Q1 2017 | Q3 2023 | 27 |
CII | BLACKROCK ENH CAP & IN... | 27 | 27 | 0.10% | 0.20% | 0.51% | Q1 2017 | Q3 2023 | 27 |
UNP | UNION PACIFIC CORP | 27 | 27 | 0.12% | 0.19% | 0.29% | Q1 2017 | Q3 2023 | 27 |
ETW | EATON VANCE TXMGD GL B... | 27 | 27 | 0.02% | 0.16% | 0.62% | Q1 2017 | Q3 2023 | 27 |
EPD | ENTERPRISE PRODS PARTN... | 27 | 27 | 0.07% | 0.16% | 0.35% | Q1 2017 | Q3 2023 | 27 |
DUK | DUKE ENERGY CORP NEW | 27 | 27 | 0.08% | 0.16% | 0.33% | Q1 2017 | Q3 2023 | 27 |
VZ | VERIZON COMMUNICATIONS... | 27 | 27 | 0.06% | 0.15% | 0.28% | Q1 2017 | Q3 2023 | 27 |
LAMR | LAMAR ADVERTISING CO NEW | 27 | 27 | 0.07% | 0.12% | 0.23% | Q1 2017 | Q3 2023 | 27 |
CVX | CHEVRON CORP NEW | 22 | 4 | 0.19% | 0.34% | 0.70% | Q1 2017 | Q3 2023 | 26 |
CMCSA | COMCAST CORP NEW | 22 | 4 | 0.05% | 0.28% | 0.53% | Q1 2017 | Q3 2023 | 26 |
FDX | FEDEX CORP | 25 | 1 | 0.07% | 0.25% | 0.86% | Q1 2017 | Q3 2023 | 26 |
KO | COCA COLA CO | 22 | 4 | 0.18% | 0.24% | 0.34% | Q1 2017 | Q3 2023 | 26 |
MO | ALTRIA GROUP INC | 25 | 1 | 0.08% | 0.17% | 0.34% | Q1 2017 | Q3 2023 | 26 |
MMP | MAGELLAN MIDSTREAM PRT... | 26 | 26 | 0.06% | 0.14% | 0.36% | Q1 2017 | Q2 2023 | 26 |
MSFT | MICROSOFT CORP | 25 | 25 | 0.16% | 2.22% | 3.18% | Q3 2017 | Q3 2023 | 25 |
VTI | VANGUARD INDEX FDS | 25 | 25 | 0.68% | 1.09% | 2.32% | Q3 2017 | Q3 2023 | 25 |
SPY | SPDR S&P 500 ETF TR | 17 | 8 | 0.13% | 0.24% | 1.05% | Q1 2017 | Q3 2023 | 25 |
IWF | ISHARES TR | 25 | 25 | 0.10% | 0.17% | 0.40% | Q3 2017 | Q3 2023 | 25 |
VUG | VANGUARD INDEX FDS | 25 | 25 | 0.06% | 0.12% | 0.49% | Q3 2017 | Q3 2023 | 25 |
VLUE | ISHARES TR | 12 | 12 | 0.13% | 4.18% | 6.13% | Q1 2017 | Q3 2023 | 24 |
AMZN | AMAZON COM INC | 24 | 24 | 0.30% | 1.82% | 2.70% | Q4 2017 | Q3 2023 | 24 |
GOOG | ALPHABET INC | 22 | 2 | 0.19% | 0.76% | 1.27% | Q3 2017 | Q3 2023 | 24 |
GSLC | GOLDMAN SACHS ETF TR | 17 | 7 | 0.09% | 0.68% | 1.19% | Q2 2017 | Q3 2023 | 24 |
T | AT&T INC | 24 | 24 | 0.09% | 0.25% | 1.08% | Q4 2017 | Q3 2023 | 24 |
HD | HOME DEPOT INC | 22 | 1 | 0.18% | 1.97% | 2.62% | Q4 2017 | Q3 2023 | 23 |
DBEF | DBX ETF TR | 18 | 5 | 0.07% | 1.18% | 5.22% | Q1 2017 | Q3 2023 | 23 |
INTC | INTEL CORP | 23 | 23 | 0.09% | 0.36% | 0.92% | Q1 2018 | Q3 2023 | 23 |
LMT | LOCKHEED MARTIN CORP | 18 | 5 | 0.07% | 0.13% | 0.18% | Q3 2017 | Q3 2023 | 23 |
PM | PHILIP MORRIS INTL INC | 19 | 2 | 0.07% | 0.12% | 0.34% | Q1 2017 | Q3 2023 | 23 |
V | VISA INC | 22 | 22 | 1.26% | 1.98% | 2.78% | Q2 2018 | Q3 2023 | 22 |
VWO | VANGUARD INTL EQUITY I... | 16 | 6 | 0.09% | 1.60% | 5.23% | Q3 2017 | Q3 2023 | 22 |
MA | MASTERCARD INCORPORATED | 22 | 22 | 1.01% | 1.36% | 1.86% | Q2 2018 | Q3 2023 | 22 |
WM | WASTE MGMT INC DEL | 22 | 22 | 1.01% | 1.35% | 1.93% | Q2 2018 | Q3 2023 | 22 |
PEP | PEPSICO INC | 22 | 22 | 0.58% | 1.31% | 11.52% | Q2 2018 | Q3 2023 | 22 |
CSX | CSX CORP | 22 | 22 | 0.68% | 1.01% | 1.66% | Q2 2018 | Q3 2023 | 22 |
WMT | WALMART INC | 22 | 22 | 0.63% | 0.86% | 1.28% | Q2 2018 | Q3 2023 | 22 |
BLK | BLACKROCK INC | 22 | 22 | 0.50% | 0.72% | 0.94% | Q2 2018 | Q3 2023 | 22 |
CSCO | CISCO SYS INC | 22 | 22 | 0.31% | 0.49% | 0.78% | Q2 2018 | Q3 2023 | 22 |
UNH | UNITEDHEALTH GROUP INC | 22 | 22 | 0.23% | 0.37% | 0.50% | Q2 2018 | Q3 2023 | 22 |
C | CITIGROUP INC | 22 | 22 | 0.07% | 0.33% | 0.89% | Q2 2018 | Q3 2023 | 22 |
IUSV | ISHARES TR | 22 | 22 | 0.23% | 0.31% | 0.41% | Q2 2018 | Q3 2023 | 22 |
AMAT | APPLIED MATLS INC | 14 | 8 | 0.12% | 0.30% | 0.67% | Q1 2017 | Q3 2023 | 22 |
GILD | GILEAD SCIENCES INC | 14 | 8 | 0.10% | 0.28% | 0.68% | Q1 2017 | Q3 2023 | 22 |
COP | CONOCOPHILLIPS | 22 | 22 | 0.14% | 0.27% | 0.46% | Q2 2018 | Q3 2023 | 22 |
NVS | NOVARTIS AG | 22 | 22 | 0.10% | 0.22% | 0.50% | Q2 2018 | Q3 2023 | 22 |
ITOT | ISHARES TR | 22 | 22 | 0.08% | 0.18% | 0.65% | Q2 2018 | Q3 2023 | 22 |
DIS | DISNEY WALT CO | 20 | 2 | 0.06% | 0.15% | 0.54% | Q1 2017 | Q3 2023 | 22 |
SPLV | INVESCO EXCH TRADED FD... | 22 | 22 | 0.06% | 0.14% | 0.24% | Q2 2018 | Q3 2023 | 22 |
MCD | MCDONALDS CORP | 22 | 22 | 0.09% | 0.12% | 0.16% | Q2 2018 | Q3 2023 | 22 |
AOM | ISHARES TR | 22 | 22 | 0.07% | 0.12% | 0.34% | Q2 2018 | Q3 2023 | 22 |
JPST | JP MORGAN EXCHANGE TRA... | 21 | 21 | 0.16% | 0.70% | 1.06% | Q3 2018 | Q3 2023 | 21 |
BKNG | BOOKING HOLDINGS INC | 21 | 21 | 0.08% | 0.16% | 0.35% | Q3 2018 | Q3 2023 | 21 |
BRKB | BERKSHIRE HATHAWAY INC... | 20 | 20 | 0.17% | 0.23% | 0.34% | Q4 2018 | Q3 2023 | 20 |
ENB | ENBRIDGE INC | 20 | 20 | 0.13% | 0.20% | 0.29% | Q4 2018 | Q3 2023 | 20 |
ON | ON SEMICONDUCTOR CORP | 11 | 8 | 0.15% | 0.28% | 0.69% | Q2 2017 | Q3 2023 | 19 |
WFC | WELLS FARGO CO NEW | 11 | 8 | 0.05% | 0.27% | 0.96% | Q1 2017 | Q3 2023 | 19 |
ZIXI | ZIX CORP | 19 | 19 | 0.09% | 0.19% | 0.35% | Q1 2017 | Q3 2021 | 19 |
BABA | ALIBABA GROUP HLDG LTD | 19 | 19 | 0.05% | 0.18% | 0.43% | Q1 2017 | Q3 2021 | 19 |
RPAI | RETAIL PPTYS AMER INC | 19 | 19 | 0.04% | 0.12% | 0.40% | Q1 2017 | Q3 2021 | 19 |
LYG | LLOYDS BANKING GROUP PLC | 19 | 19 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
JMST | JP MORGAN EXCHANGE TRA... | 18 | 18 | 0.06% | 0.44% | 1.46% | Q4 2018 | Q1 2023 | 18 |
TMO | THERMO FISHER SCIENTIF... | 18 | 18 | 0.13% | 0.20% | 0.26% | Q1 2019 | Q2 2023 | 18 |
BCSF | BAIN CAP SPECIALTY FIN... | 18 | 18 | 0.08% | 0.17% | 0.42% | Q2 2019 | Q3 2023 | 18 |
QQQ | INVESCO QQQ TR | 17 | 17 | 0.10% | 0.16% | 0.28% | Q3 2019 | Q3 2023 | 17 |
BMY | BRISTOL-MYERS SQUIBB CO | 15 | 2 | 0.05% | 0.11% | 0.23% | Q3 2017 | Q3 2023 | 17 |
PB | PROSPERITY BANCSHARES INC | 16 | 16 | 0.36% | 0.60% | 1.10% | Q4 2019 | Q3 2023 | 16 |
IXUS | ISHARES TR | 15 | 1 | 0.11% | 0.52% | 0.87% | Q4 2018 | Q3 2023 | 16 |
ETV | EATON VANCE TX MNG BY ... | 16 | 16 | 0.05% | 0.29% | 0.67% | Q1 2017 | Q4 2020 | 16 |
ICLR | ICON PLC | 14 | 2 | 0.13% | 0.21% | 0.28% | Q3 2017 | Q4 2021 | 16 |
PSX | PHILLIPS 66 | 7 | 2 | 0.05% | 0.13% | 0.24% | Q2 2018 | Q3 2023 | 16 |
BA | BOEING CO | 6 | 4 | 0.05% | 0.08% | 0.18% | Q3 2018 | Q3 2023 | 16 |
VOO | VANGUARD INDEX FDS | 15 | 15 | 6.46% | 9.05% | 12.19% | Q1 2020 | Q3 2023 | 15 |
QUAL | ISHARES TR | 14 | 1 | 0.62% | 4.54% | 5.74% | Q1 2017 | Q3 2023 | 15 |
FIXD | FIRST TR EXCHNG TRADED... | 15 | 15 | 0.32% | 2.57% | 4.50% | Q1 2020 | Q3 2023 | 15 |
BND | VANGUARD BD INDEX FDS | 15 | 15 | 0.21% | 0.80% | 2.89% | Q1 2020 | Q3 2023 | 15 |
IUSB | ISHARES TR | 15 | 15 | 0.44% | 0.72% | 1.07% | Q1 2020 | Q3 2023 | 15 |
GSIE | GOLDMAN SACHS ETF TR | 15 | 15 | 0.30% | 0.47% | 0.73% | Q1 2020 | Q3 2023 | 15 |
CFG | CITIZENS FINL GROUP INC | 12 | 3 | 0.10% | 0.25% | 0.42% | Q1 2017 | Q1 2023 | 15 |
MMIN | INDEXIQ ACTIVE ETF TR | 14 | 14 | 0.36% | 1.58% | 3.09% | Q2 2020 | Q3 2023 | 14 |
BP | BP PLC | 14 | 14 | 0.09% | 0.28% | 0.52% | Q1 2017 | Q2 2020 | 14 |
VEA | VANGUARD TAX-MANAGED I... | 9 | 5 | 0.08% | 0.17% | 0.30% | Q3 2017 | Q3 2023 | 14 |
NEBLQ | NOBLE CORP PLC | 14 | 14 | 0.00% | 0.11% | 0.36% | Q1 2017 | Q2 2020 | 14 |
TXN | TEXAS INSTRS INC | 14 | 14 | 0.08% | 0.11% | 0.22% | Q2 2020 | Q3 2023 | 14 |
BDX | BECTON DICKINSON & CO | 14 | 14 | 0.05% | 0.09% | 0.11% | Q2 2018 | Q3 2021 | 14 |
MMM | 3M CO | 13 | 13 | 0.53% | 0.96% | 1.61% | Q2 2018 | Q2 2021 | 13 |
NVDA | NVIDIA CORPORATION | 13 | 13 | 0.07% | 0.13% | 0.32% | Q3 2020 | Q3 2023 | 13 |
ABBV | ABBVIE INC | 12 | 1 | 0.07% | 0.12% | 0.18% | Q4 2019 | Q3 2023 | 13 |
YUM | YUM BRANDS INC | 7 | 6 | 0.07% | 0.10% | 0.13% | Q2 2018 | Q3 2021 | 13 |
BAC | BK OF AMERICA CORP | 9 | 4 | 0.06% | 0.08% | 0.11% | Q1 2019 | Q3 2023 | 13 |
SPHQ | INVESCO EXCHANGE TRADE... | 13 | 13 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
LUV | SOUTHWEST AIRLS CO | 12 | 12 | 0.25% | 0.40% | 0.64% | Q1 2017 | Q4 2019 | 12 |
CNC | CENTENE CORP DEL | 12 | 12 | 0.18% | 0.37% | 0.62% | Q1 2017 | Q4 2019 | 12 |
SO | SOUTHERN CO | 12 | 12 | 0.10% | 0.31% | 0.50% | Q1 2017 | Q4 2019 | 12 |
PGR | PROGRESSIVE CORP OHIO | 12 | 12 | 0.15% | 0.20% | 0.29% | Q3 2018 | Q2 2021 | 12 |
WELL | WELLTOWER INC | 12 | 12 | 0.09% | 0.17% | 0.29% | Q1 2017 | Q4 2019 | 12 |
IBTX | INDEPENDENT BK GROUP INC | 12 | 12 | 0.06% | 0.15% | 0.35% | Q4 2020 | Q3 2023 | 12 |
VT | VANGUARD INTL EQUITY I... | 12 | 12 | 0.06% | 0.13% | 0.26% | Q4 2020 | Q3 2023 | 12 |
TSLA | TESLA INC | 12 | 12 | 0.06% | 0.13% | 0.24% | Q4 2020 | Q3 2023 | 12 |
SCHX | SCHWAB STRATEGIC TR | 6 | 1 | 0.04% | 0.10% | 0.23% | Q3 2019 | Q3 2023 | 12 |
MDT | MEDTRONIC PLC | 6 | 2 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 12 |
LTXB | LEGACY TEX FINL GROUP INC | 11 | 11 | 0.64% | 1.24% | 2.16% | Q1 2017 | Q3 2019 | 11 |
NEAR | ISHARES US ETF TR | 9 | 1 | 0.05% | 0.71% | 4.08% | Q3 2018 | Q4 2021 | 11 |
AYX | ALTERYX INC | 11 | 11 | 0.30% | 0.70% | 1.14% | Q1 2021 | Q3 2023 | 11 |
DIVO | AMPLIFY ETF TR | 11 | 11 | 0.09% | 0.17% | 0.20% | Q1 2021 | Q3 2023 | 11 |
VOT | VANGUARD INDEX FDS | 6 | 5 | 0.09% | 0.15% | 0.45% | Q3 2017 | Q2 2020 | 11 |
ADM | ARCHER DANIELS MIDLAND CO | 11 | 11 | 0.09% | 0.14% | 0.21% | Q1 2017 | Q3 2019 | 11 |
BDJ | BLACKROCK ENHANCED EQU... | 11 | 11 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
KMI | KINDER MORGAN INC DEL | 11 | 11 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2023 | 11 |
LEA | LEAR CORP | 10 | 10 | 0.10% | 0.51% | 0.93% | Q1 2017 | Q2 2019 | 10 |
ZION | ZIONS BANCORPORATION N A | 10 | 10 | 0.24% | 0.44% | 0.62% | Q1 2017 | Q2 2019 | 10 |
CDW | CDW CORP | 6 | 4 | 0.12% | 0.32% | 0.54% | Q1 2017 | Q2 2020 | 10 |
LH | LABORATORY CORP AMER H... | 7 | 3 | 0.13% | 0.28% | 0.43% | Q1 2017 | Q1 2022 | 10 |
ZBRA | ZEBRA TECHNOLOGIES COR... | 10 | 10 | 0.13% | 0.21% | 0.27% | Q4 2018 | Q1 2021 | 10 |
VCSH | VANGUARD SCOTTSDALE FDS | 6 | 1 | 0.05% | 0.16% | 0.23% | Q3 2017 | Q3 2023 | 10 |
VTR | VENTAS INC | 5 | 1 | 0.09% | 0.15% | 0.25% | Q1 2017 | Q4 2019 | 10 |
FSK | FS KKR CAP CORP | 10 | 10 | 0.10% | 0.13% | 0.20% | Q2 2021 | Q3 2023 | 10 |
AMLP | ALPS ETF TR | 10 | 10 | 0.07% | 0.11% | 0.16% | Q1 2017 | Q2 2019 | 10 |
TCPC | BLACKROCK TCP CAPITAL ... | 10 | 10 | 0.07% | 0.10% | 0.17% | Q4 2018 | Q1 2021 | 10 |
CARR | CARRIER GLOBAL CORPORA... | 10 | 10 | 0.05% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
GBDC | GOLUB CAP BDC INC | 10 | 10 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
GSBD | GOLDMAN SACHS BDC INC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
PAGP | PLAINS GP HLDGS L P | 9 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 10 |
BCLI | BRAINSTORM CELL THERAP... | 10 | 10 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q1 2022 | 10 |
FOCS | FOCUS FINL PARTNERS INC | 8 | 1 | 0.17% | 0.28% | 0.38% | Q3 2018 | Q4 2020 | 9 |
ADBE | ADOBE SYSTEMS INCORPOR... | 7 | 2 | 0.16% | 0.19% | 0.22% | Q2 2020 | Q3 2023 | 9 |
CB | CHUBB LIMITED | 9 | 9 | 0.14% | 0.16% | 0.18% | Q3 2021 | Q3 2023 | 9 |
ANTM | ELEVANCE HEALTH INC | 6 | 3 | 0.10% | 0.14% | 0.16% | Q2 2020 | Q3 2023 | 9 |
PYPL | PAYPAL HLDGS INC | 8 | 1 | 0.05% | 0.09% | 0.15% | Q4 2019 | Q1 2022 | 9 |
COST | COSTCO WHSL CORP NEW | 9 | 9 | 0.06% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 9 |
CAT | CATERPILLAR INC DEL | 5 | 1 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 9 |
VV | VANGUARD INDEX FDS | 8 | 1 | 0.06% | 0.07% | 0.10% | Q2 2018 | Q2 2022 | 9 |
PSEC | PROSPECT CAPITAL CORPO... | 8 | 1 | 0.02% | 0.06% | 0.10% | Q1 2017 | Q3 2022 | 9 |
SVRA | SAVARA INC | 9 | 9 | 0.02% | 0.04% | 0.09% | Q1 2018 | Q1 2020 | 9 |
CWK | CUSHMAN WAKEFIELD PLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
VXF | VANGUARD INDEX FDS | 8 | 8 | 0.05% | 1.92% | 3.22% | Q1 2021 | Q4 2022 | 8 |
QRVO | QORVO INC | 8 | 8 | 0.12% | 0.15% | 0.17% | Q4 2019 | Q3 2021 | 8 |
TGT | TARGET CORP | 8 | 8 | 0.05% | 0.09% | 0.19% | Q3 2021 | Q2 2023 | 8 |
DVY | ISHARES TR | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
GLD | SPDR GOLD TR | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
EIX | EDISON INTL | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
KRG | KITE RLTY GROUP TR | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
COMS | COMSOVEREIGN HLDG CORP | 8 | 8 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 8 |
EMLP | FIRST TR EXCHANGE-TRAD... | 7 | 7 | 0.21% | 2.28% | 3.31% | Q3 2018 | Q1 2020 | 7 |
BLACKSTONE SECD LENDIN... | 7 | 7 | 0.13% | 0.50% | 0.67% | Q1 2022 | Q3 2023 | 7 | |
DHI | D R HORTON INC | 7 | 7 | 0.23% | 0.40% | 0.56% | Q1 2017 | Q3 2018 | 7 |
DIA | SPDR DOW JONES INDL AV... | 7 | 7 | 0.13% | 0.39% | 0.52% | Q1 2017 | Q3 2018 | 7 |
SEP | SPECTRA ENERGY PARTNER... | 7 | 7 | 0.14% | 0.26% | 0.34% | Q1 2017 | Q3 2018 | 7 |
O | REALTY INCOME CORP | 6 | 1 | 0.11% | 0.25% | 0.40% | Q1 2017 | Q1 2019 | 7 |
EOG | EOG RES INC | 7 | 7 | 0.17% | 0.21% | 0.24% | Q1 2022 | Q3 2023 | 7 |
BSV | VANGUARD BD INDEX FDS | 5 | 2 | 0.05% | 0.20% | 0.54% | Q2 2018 | Q2 2021 | 7 |
CRL | CHARLES RIV LABS INTL INC | 7 | 7 | 0.13% | 0.18% | 0.22% | Q1 2020 | Q3 2021 | 7 |
CMP | COMPASS MINERALS INTL INC | 7 | 7 | 0.09% | 0.16% | 0.22% | Q1 2017 | Q3 2018 | 7 |
APU | AMERIGAS PARTNERS L P | 4 | 3 | 0.09% | 0.16% | 0.21% | Q2 2017 | Q2 2019 | 7 |
LULU | LULULEMON ATHLETICA INC | 5 | 1 | 0.10% | 0.14% | 0.25% | Q2 2018 | Q2 2020 | 7 |
VBK | VANGUARD INDEX FDS | 4 | 1 | 0.09% | 0.14% | 0.46% | Q3 2017 | Q2 2020 | 7 |
AKAM | AKAMAI TECHNOLOGIES INC | 7 | 7 | 0.11% | 0.14% | 0.18% | Q4 2019 | Q2 2021 | 7 |
GIS | GENERAL MLS INC | 2 | 1 | 0.05% | 0.13% | 0.20% | Q1 2017 | Q3 2022 | 7 |
ABC | AMERISOURCEBERGEN CORP | 2 | 1 | 0.04% | 0.13% | 0.21% | Q1 2017 | Q2 2023 | 7 |
IRT | INDEPENDENCE RLTY TR INC | 7 | 7 | 0.10% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 7 |
EW | EDWARDS LIFESCIENCES CORP | 5 | 2 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q3 2021 | 7 |
BE | BLOOM ENERGY CORP | 6 | 1 | 0.03% | 0.06% | 0.07% | Q1 2020 | Q1 2022 | 7 |
ORCC | OWL ROCK CAPITAL CORPO... | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
SCHB | SCHWAB STRATEGIC TR | 6 | 6 | 0.83% | 1.33% | 1.51% | Q3 2018 | Q4 2019 | 6 |
WCG | WELLCARE HEALTH PLANS INC | 6 | 6 | 0.19% | 0.23% | 0.29% | Q2 2018 | Q3 2019 | 6 |
SYK | STRYKER CORPORATION | 6 | 6 | 0.12% | 0.21% | 0.26% | Q1 2019 | Q2 2020 | 6 |
DHR | DANAHER CORPORATION | 6 | 6 | 0.19% | 0.20% | 0.22% | Q3 2021 | Q4 2022 | 6 |
SBNY | SIGNATURE BK NEW YORK N Y | 6 | 6 | 0.16% | 0.19% | 0.22% | Q1 2021 | Q2 2022 | 6 |
MPC | MARATHON PETE CORP | 6 | 6 | 0.16% | 0.18% | 0.19% | Q3 2018 | Q4 2019 | 6 |
LENB | LENNAR CORP | 6 | 6 | 0.14% | 0.15% | 0.17% | Q3 2020 | Q4 2021 | 6 |
XLU | SELECT SECTOR SPDR TR | 6 | 6 | 0.09% | 0.13% | 0.16% | Q1 2022 | Q2 2023 | 6 |
MRK | MERCK & CO INC | 4 | 2 | 0.04% | 0.12% | 0.21% | Q1 2022 | Q3 2023 | 6 |
ABT | ABBOTT LABS | 4 | 2 | 0.05% | 0.08% | 0.13% | Q3 2018 | Q2 2022 | 6 |
IJK | ISHARES TR | 4 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 6 |
NUSCALE PWR CORP | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 | |
BTEGF | BAYTEX ENERGY CORP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
XPL | SOLITARIO ZINC CORP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
RSP | RYDEX ETF TRUST | 5 | 5 | 3.40% | 3.98% | 5.35% | Q1 2017 | Q1 2018 | 5 |
IEMG | ISHARES INC | 4 | 1 | 0.04% | 0.54% | 2.43% | Q4 2018 | Q3 2023 | 5 |
CELG | CELGENE CORP | 5 | 5 | 0.31% | 0.43% | 0.52% | Q1 2017 | Q1 2018 | 5 |
CCL | CARNIVAL CORP | 5 | 5 | 0.41% | 0.43% | 0.48% | Q1 2017 | Q1 2018 | 5 |
CMA | COMERICA INC | 5 | 5 | 0.26% | 0.32% | 0.42% | Q3 2017 | Q3 2018 | 5 |
AEP | AMERICAN ELEC PWR INC | 5 | 5 | 0.29% | 0.31% | 0.33% | Q1 2017 | Q1 2018 | 5 |
CBS | CBS CORP NEW | 5 | 5 | 0.27% | 0.30% | 0.37% | Q1 2017 | Q1 2018 | 5 |
ACWV | ISHARES INC | 5 | 5 | 0.22% | 0.30% | 0.58% | Q1 2017 | Q1 2018 | 5 |
GE | GENERAL ELECTRIC CO | 3 | 2 | 0.07% | 0.27% | 0.44% | Q1 2017 | Q3 2018 | 5 |
EMR | EMERSON ELEC CO | 5 | 5 | 0.20% | 0.23% | 0.25% | Q1 2017 | Q1 2018 | 5 |
LDOS | LEIDOS HOLDINGS INC | 5 | 5 | 0.14% | 0.21% | 0.27% | Q3 2019 | Q3 2020 | 5 |
CC | CHEMOURS CO | 5 | 5 | 0.09% | 0.21% | 0.30% | Q3 2017 | Q3 2018 | 5 |
IVV | ISHARES TR | 3 | 2 | 0.05% | 0.19% | 0.57% | Q1 2017 | Q3 2023 | 5 |
DVN | DEVON ENERGY CORP NEW | 5 | 5 | 0.15% | 0.17% | 0.20% | Q1 2022 | Q1 2023 | 5 |
HOMB | HOME BANCSHARES INC | 5 | 5 | 0.14% | 0.17% | 0.28% | Q3 2022 | Q3 2023 | 5 |
LKQ | LKQ CORP | 5 | 5 | 0.14% | 0.16% | 0.18% | Q4 2020 | Q4 2021 | 5 |
PWR | QUANTA SVCS INC | 5 | 5 | 0.13% | 0.15% | 0.19% | Q4 2020 | Q4 2021 | 5 |
MPLX | MPLX LP | 5 | 5 | 0.13% | 0.15% | 0.16% | Q3 2022 | Q3 2023 | 5 |
VXUS | VANGUARD STAR RF | 4 | 1 | 0.06% | 0.13% | 0.25% | Q2 2018 | Q3 2023 | 5 |
NFLX | NETFLIX INC | 3 | 2 | 0.09% | 0.10% | 0.12% | Q1 2019 | Q2 2020 | 5 |
JBHT | HUNT J B TRANS SVCS INC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2023 | 5 |
ET | ENERGY TRANSFER L P | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
UCON | FIRST TR EXCHNG TRADED... | 4 | 4 | 0.14% | 1.54% | 5.52% | Q4 2022 | Q3 2023 | 4 |
EFV | ISHARES TR | 3 | 1 | 0.12% | 1.23% | 3.20% | Q4 2018 | Q4 2022 | 4 |
AGG | ISHARES TR | 4 | 4 | 0.27% | 0.51% | 1.11% | Q4 2022 | Q3 2023 | 4 |
OC | OWENS CORNING NEW | 4 | 4 | 0.42% | 0.51% | 0.58% | Q1 2017 | Q4 2017 | 4 |
LOW | LOWES COS INC | 4 | 4 | 0.47% | 0.50% | 0.55% | Q2 2017 | Q1 2018 | 4 |
VMW | VMWARE INC | 4 | 4 | 0.45% | 0.49% | 0.55% | Q1 2017 | Q4 2017 | 4 |
MHK | MOHAWK INDS INC | 4 | 4 | 0.38% | 0.40% | 0.44% | Q1 2017 | Q4 2017 | 4 |
RCL | ROYAL CARIBBEAN CRUISE... | 4 | 4 | 0.30% | 0.31% | 0.33% | Q2 2017 | Q1 2018 | 4 |
CTSH | COGNIZANT TECHNOLOGY S... | 4 | 4 | 0.23% | 0.28% | 0.34% | Q3 2017 | Q2 2018 | 4 |
FLT | FLEETCOR TECHNOLOGIES INC | 4 | 4 | 0.18% | 0.25% | 0.31% | Q2 2019 | Q1 2020 | 4 |
CVS | CVS HEALTH CORP | 2 | 1 | 0.13% | 0.20% | 0.29% | Q1 2017 | Q4 2022 | 4 |
ABR | ARBOR RLTY TR INC | 4 | 4 | 0.15% | 0.19% | 0.22% | Q2 2020 | Q1 2021 | 4 |
QCOM | QUALCOMM INC | 4 | 4 | 0.16% | 0.17% | 0.19% | Q4 2021 | Q3 2022 | 4 |
NFG | NATIONAL FUEL GAS CO | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2021 | Q3 2022 | 4 |
PH | PARKER-HANNIFIN CORP | 2 | 2 | 0.15% | 0.16% | 0.17% | Q1 2021 | Q3 2023 | 4 |
NOC | NORTHROP GRUMMAN CORP | 4 | 4 | 0.11% | 0.16% | 0.19% | Q3 2019 | Q2 2020 | 4 |
GWW | GRAINGER W W INC | 4 | 4 | 0.12% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
WSM | WILLIAMS SONOMA INC | 4 | 4 | 0.13% | 0.15% | 0.20% | Q3 2020 | Q2 2021 | 4 |
AXP | AMERICAN EXPRESS CO | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
BWA | BORGWARNER INC | 3 | 1 | 0.13% | 0.15% | 0.18% | Q2 2018 | Q3 2023 | 4 |
SNV | SYNOVUS FINL CORP | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q3 2022 | 4 |
WLK | WESTLAKE CORPORATION | 4 | 4 | 0.13% | 0.15% | 0.17% | Q2 2022 | Q1 2023 | 4 |
HPQ | HP INC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2018 | Q2 2022 | 4 |
EA | ELECTRONIC ARTS INC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q2 2020 | Q1 2021 | 4 |
VRTX | VERTEX PHARMACEUTICALS... | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
ULTA | ULTA BEAUTY INC | 4 | 4 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
NOBL | PROSHARES TR | 3 | 1 | 0.09% | 0.11% | 0.16% | Q4 2017 | Q4 2019 | 4 |
BAH | BOOZ ALLEN HAMILTON HL... | 4 | 4 | 0.06% | 0.10% | 0.14% | Q2 2020 | Q1 2021 | 4 |
AAL | AMERICAN AIRLS GROUP INC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
BIDU | BAIDU INC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2021 | 4 |
REM | ISHARES TR | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
EEM | ISHARES TR | 3 | 1 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q4 2022 | 4 |
APD | AIR PRODS & CHEMS INC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
SBUX | STARBUCKS CORP | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
VIG | VANGUARD SPECIALIZED F... | 3 | 1 | 0.04% | 0.05% | 0.08% | Q2 2022 | Q2 2023 | 4 |
SACH | SACHEM CAP CORP | 3 | 1 | 0.01% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 4 |
PDO | PIMCO DYNAMIC INCOME O... | 4 | 4 | 0.03% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
PTY | PIMCO CORPORATE & INCO... | 3 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 4 |
JEPI | J P MORGAN EXCHANGE TR... | 3 | 3 | 5.87% | 6.08% | 6.47% | Q1 2023 | Q3 2023 | 3 |
SPDW | SPDR INDEX SHS FDS | 3 | 3 | 0.10% | 1.40% | 3.84% | Q4 2018 | Q2 2019 | 3 |
RSP | INVESCO EXCHANGE TRADE... | 2 | 1 | 0.10% | 0.92% | 2.11% | Q2 2018 | Q3 2019 | 3 |
ALK | ALASKA AIR GROUP INC | 3 | 3 | 0.48% | 0.61% | 0.73% | Q1 2017 | Q3 2017 | 3 |
VDE | VANGUARD WORLD FDS | 2 | 1 | 0.10% | 0.34% | 0.47% | Q2 2018 | Q1 2019 | 3 |
SPLV | POWERSHARES ETF TR II | 3 | 3 | 0.32% | 0.33% | 0.35% | Q3 2017 | Q1 2018 | 3 |
DFS | DISCOVER FINL SVCS | 3 | 3 | 0.24% | 0.31% | 0.42% | Q1 2018 | Q3 2018 | 3 |
KSU | KANSAS CITY SOUTHERN | 3 | 3 | 0.21% | 0.30% | 0.44% | Q1 2018 | Q3 2018 | 3 |
MGA | MAGNA INTL INC | 3 | 3 | 0.10% | 0.19% | 0.25% | Q1 2018 | Q3 2018 | 3 |
FTNT | FORTINET INC | 3 | 3 | 0.14% | 0.18% | 0.24% | Q1 2020 | Q3 2020 | 3 |
IDLV | POWERSHARES ETF TR II | 3 | 3 | 0.17% | 0.18% | 0.18% | Q3 2017 | Q1 2018 | 3 |
EELV | POWERSHARES ETF TR II | 3 | 3 | 0.16% | 0.18% | 0.18% | Q3 2017 | Q1 2018 | 3 |
URI | UNITED RENTALS INC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
TRMB | TRIMBLE INC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q3 2020 | Q1 2021 | 3 |
GRMN | GARMIN LTD | 3 | 3 | 0.13% | 0.15% | 0.17% | Q1 2021 | Q3 2021 | 3 |
ALLY | ALLY FINL INC | 3 | 3 | 0.14% | 0.14% | 0.16% | Q2 2021 | Q4 2021 | 3 |
MDU | MDU RES GROUP INC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q1 2021 | Q3 2021 | 3 |
FISV | FISERV INC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
WRB | BERKLEY W R CORP | 3 | 3 | 0.12% | 0.14% | 0.16% | Q2 2022 | Q4 2022 | 3 |
DOV | DOVER CORP | 3 | 3 | 0.14% | 0.14% | 0.15% | Q3 2021 | Q1 2022 | 3 |
CP | CANADIAN PAC RY LTD | 3 | 3 | 0.13% | 0.14% | 0.14% | Q3 2020 | Q1 2021 | 3 |
NTAP | NETAPP INC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q3 2021 | Q1 2022 | 3 |
TXT | TEXTRON INC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
FSKR | FS KKR CAP CORP II | 3 | 3 | 0.12% | 0.13% | 0.13% | Q3 2020 | Q1 2021 | 3 |
XLRE | SELECT SECTOR SPDR TR | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q2 2023 | 3 |
EFA | ISHARES TR | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q2 2022 | 3 |
AFB | ALLIANCEBERNSTEIN NATL... | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q4 2019 | 3 |
MRCC | MONROE CAP CORP | 3 | 3 | 0.05% | 0.07% | 0.08% | Q4 2018 | Q2 2019 | 3 |
ARKK | ARK ETF TR | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
AMT | AMERICAN TOWER CORP NEW | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
TFC | TRUIST FINL CORP | 2 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2022 | 3 |
FFIN | FIRST FINL BANKSHARES INC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 3 |
SLRC | SLR INVESTMENT CORP | 2 | 1 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 3 |
AGNC | AGNC INVT CORP | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
MPW | MEDICAL PPTYS TRUST INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
OXLC | OXFORD LANE CAP CORP | 3 | 3 | 0.02% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ACRE | ARES COML REAL ESTATE ... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BRSP | BRIGHTSPIRE CAPITAL INC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
BIOL | BIOLASE INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
SPTM | SPDR SERIES TRUST | 2 | 2 | 0.41% | 4.60% | 8.80% | Q4 2018 | Q1 2019 | 2 |
VBR | VANGUARD INDEX FDS | 2 | 2 | 0.71% | 3.59% | 6.47% | Q2 2018 | Q3 2018 | 2 |
BOND | PIMCO ETF TR | 1 | 1 | 0.79% | 1.19% | 1.60% | Q2 2022 | Q4 2022 | 2 |
FBND | FIDELITY MERRIMACK STR TR | 1 | 1 | 0.26% | 0.97% | 1.68% | Q2 2022 | Q4 2022 | 2 |
FVAL | FIDELITY COVINGTON TRUST | 1 | 1 | 0.05% | 0.95% | 1.84% | Q4 2022 | Q2 2023 | 2 |
IR | INGERSOLL-RAND PLC | 2 | 2 | 0.32% | 0.39% | 0.46% | Q1 2017 | Q2 2017 | 2 |
ING | ING GROEP N V | 2 | 2 | 0.27% | 0.38% | 0.48% | Q1 2017 | Q2 2017 | 2 |
RJF | RAYMOND JAMES FINANCIA... | 2 | 2 | 0.23% | 0.33% | 0.43% | Q1 2018 | Q2 2018 | 2 |
COMM | COMMSCOPE HLDG CO INC | 2 | 2 | 0.26% | 0.31% | 0.37% | Q1 2017 | Q2 2017 | 2 |
CTXS | CITRIX SYS INC | 2 | 2 | 0.24% | 0.31% | 0.38% | Q1 2017 | Q2 2017 | 2 |
PCAR | PACCAR INC | 2 | 2 | 0.20% | 0.30% | 0.39% | Q2 2018 | Q3 2018 | 2 |
DXC | DXC TECHNOLOGY CO | 2 | 2 | 0.20% | 0.24% | 0.27% | Q2 2018 | Q3 2018 | 2 |
SNA | SNAP ON INC | 2 | 2 | 0.22% | 0.24% | 0.24% | Q3 2017 | Q4 2017 | 2 |
UGI | UGI CORP NEW | 2 | 2 | 0.19% | 0.20% | 0.20% | Q4 2018 | Q1 2019 | 2 |
VEU | VANGUARD INTL EQUITY I... | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2018 | Q3 2018 | 2 |
HLT | HILTON WORLDWIDE HLDGS... | 2 | 2 | 0.15% | 0.17% | 0.19% | Q2 2019 | Q3 2019 | 2 |
WBA | WALGREENS BOOTS ALLIAN... | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q1 2019 | 2 |
AVGO | BROADCOM INC | 2 | 2 | 0.08% | 0.15% | 0.22% | Q2 2023 | Q3 2023 | 2 |
HUBB | HUBBELL INC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
DELL | DELL TECHNOLOGIES INC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
LHX | L3HARRIS TECHNOLOGIES INC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q1 2020 | Q2 2020 | 2 |
KL | KIRKLAND LAKE GOLD LTD | 2 | 2 | 0.10% | 0.13% | 0.15% | Q3 2020 | Q4 2020 | 2 |
KEYS | KEYSIGHT TECHNOLOGIES INC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q1 2020 | Q2 2020 | 2 |
CHTR | CHARTER COMMUNICATIONS... | 2 | 2 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q1 2021 | 2 |
LLY | LILLY ELI & CO | 2 | 2 | 0.08% | 0.12% | 0.15% | Q2 2023 | Q3 2023 | 2 |
HOLX | HOLOGIC INC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q1 2021 | 2 |
IEFA | ISHARES TR | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
LINDE PLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 | |
XMLV | INVESCO EXCHNG TRADED ... | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2019 | Q4 2019 | 2 |
VWOB | VANGUARD WHITEHALL FDS... | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q4 2018 | 2 |
ASO | ACADEMY SPORTS & OUTDO... | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
NMFC | NEW MTN FIN CORP | 2 | 2 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q1 2020 | 2 |
PDI | PIMCO DYNAMIC INCOME FD | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 2 |
SRC | SPIRIT RLTY CAP INC NEW | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
VBTX | VERITEX HLDGS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
GPC | GENUINE PARTS CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 2 |
PROSHARES TR | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 | |
META | LISTED FD TR | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
PERMIAN RESOURCES CORP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 | |
TPVG | TRIPLEPOINT VENTURE GR... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
XFLT | XAI OCTAGON FLOATING R... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ASX | ASE TECHNOLOGY HLDG CO... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
HDGE | ADVISORSHARES TR | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
HBI | HANESBRANDS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FOCS | FOCUS FINL PARTNERS INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
LIGAND PHARMACEUTICALS... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 | |
IWM | ISHARES TR | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2022 | Q4 2022 | 1 |
EFG | ISHARES TR | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2022 | Q4 2022 | 1 |
IWB | ISHARES TR | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2022 | Q4 2022 | 1 |
EFAV | ISHARES TR | 1 | 1 | 1.20% | 1.20% | 1.20% | Q1 2017 | Q1 2017 | 1 |
SPEM | SPDR INDEX SHS FDS | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2018 | Q4 2018 | 1 |
FQAL | FIDELITY COVINGTON TRUST | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2022 | Q4 2022 | 1 |
DON | WISDOMTREE TR | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2017 | Q1 2017 | 1 |
DGRO | ISHARES TR | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2017 | Q1 2017 | 1 |
ISCF | ISHARES TR | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
FDMO | FIDELITY COVINGTON TRUST | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
TDSD | EXCHANGE LISTED FDS TR | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2020 | Q4 2020 | 1 |
FFIV | F5 NETWORKS INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2017 | Q1 2017 | 1 |
WP | WORLDPAY INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2018 | Q1 2018 | 1 |
JNPR | JUNIPER NETWORKS INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2017 | Q2 2017 | 1 |
BIIB | BIOGEN INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2017 | Q1 2017 | 1 |
FL | FOOT LOCKER INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2017 | Q1 2017 | 1 |
SYF | SYNCHRONY FINL | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2017 | Q1 2017 | 1 |
HRC | HILL ROM HLDGS INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2019 | Q1 2019 | 1 |
INTF | ISHARES TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2017 | Q1 2017 | 1 |
FDC | FIRST DATA CORP NEW | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2018 | Q3 2018 | 1 |
NGL | NGL ENERGY PARTNERS LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
UTX | UNITED TECHNOLOGIES CORP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
BIZD | VANECK ETF TRUST | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
SSNC | SS&C TECHNOLOGIES HLDG... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
CRM | SALESFORCE INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
PFFD | GLOBAL X FDS | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
EBAY | EBAY INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
SLV | ISHARES SILVER TRUST | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2017 | Q3 2017 | 1 |
ADI | ANALOG DEVICES INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
CBRE | CBRE GROUP INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
FNF | FIDELITY NATIONAL FINA... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
HSIC | HENRY SCHEIN INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
DLTR | DOLLAR TREE INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
BOOKING HLDS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q2 2018 | 1 | |
SCHW | SCHWAB CHARLES CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
CGBD | TCG BDC INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
BTTGY | BT GROUP PLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
HDV | ISHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
EXG | EATON VANCE TAX MNGD G... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
WCC | WESCO INTL INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
IDLV | INVESCO EXCHNG TRADED ... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
IMMU | IMMUNOMEDICS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
VNQ | VANGUARD INDEX FDS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
PGF | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
ARCC | ARES CAPITAL CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
INTU | INTUIT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
HTGC | HERCULES CAPITAL INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
NKE | NIKE INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
CTAS | CINTAS CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
RIDE | LORDSTOWN MOTORS CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
OKE | ONEOK INC NEW | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
FEN | FIRST TR ENERGY INCOME... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
CCIV | CHURCHILL CAPITAL CORP IV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
NVO | NOVO-NORDISK A S | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
XYLD | GLOBAL X FDS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
HON | HONEYWELL INTL INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
RTX | RAYTHEON TECHNOLOGIES ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
IBDO | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
FE | FIRSTENERGY CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
MOAT | VANECK ETF TRUST | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
GS | GOLDMAN SACHS GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
AME | AMETEK INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
KYN | KAYNE ANDERSON ENERGY ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
LUMN | LUMEN TECHNOLOGIES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
SPXU | PROSHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
AMTX | AEMETIS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
ECC | EAGLE POINT CREDIT COM... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
PFLT | PENNANTPARK FLOATING R... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SFL | SFL CORPORATION LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
OXSQ | OXFORD SQUARE CAP CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
ARI | APOLLO COML REAL EST F... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
BIOMARIN PHARMACEUTICA... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 | |
CPE | CALLON PETE CO DEL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
NEVRO CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 | |
VERINT SYS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 | |
PALO ALTO NETWORKS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 | |
QUOTIENT TECHNOLOGY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 | |
WESTERN DIGITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 | |
UVXY | PROSHARES TR II | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RIDE | LORDSTOWN MOTORS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Download |
The securities at the top of the list , including UNITED PARCEL SERVICE INC, ISHARES TR, and DARLING INGREDIENTS INC, are the highest-conviction holdings of CFO4Life Group, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by CFO4Life Group, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that CFO4Life Group, LLC owns currently or has owned in the past.