280 is the total number of securities FLC Capital Advisors has owned. The longest FLC Capital Advisors has owned a single stock is 19 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SCHO | SCHWAB STRATEGIC TR | 19 | 19 | 0.76% | 6.81% | 15.50% | Q4 2018 | Q2 2023 | 19 |
IWF | ISHARES TR | 19 | 19 | 2.06% | 3.92% | 7.40% | Q4 2018 | Q2 2023 | 19 |
SCHD | SCHWAB STRATEGIC TR | 19 | 19 | 1.46% | 3.69% | 8.20% | Q4 2018 | Q2 2023 | 19 |
AAPL | APPLE INC | 19 | 19 | 1.20% | 2.93% | 3.94% | Q4 2018 | Q2 2023 | 19 |
IJR | ISHARES TR | 19 | 19 | 0.37% | 2.17% | 4.50% | Q4 2018 | Q2 2023 | 19 |
GLTR | ABRDN PRECIOUS METALS ... | 19 | 19 | 0.55% | 2.13% | 4.93% | Q4 2018 | Q2 2023 | 19 |
MRK | MERCK & CO. INC | 19 | 19 | 1.60% | 2.11% | 2.88% | Q4 2018 | Q2 2023 | 19 |
IJH | ISHARES TR | 19 | 19 | 0.85% | 2.06% | 4.52% | Q4 2018 | Q2 2023 | 19 |
VIG | VANGUARD SPECIALIZED F... | 19 | 19 | 1.22% | 1.97% | 2.94% | Q4 2018 | Q2 2023 | 19 |
MSFT | MICROSOFT CORP | 19 | 19 | 0.53% | 1.30% | 1.90% | Q4 2018 | Q2 2023 | 19 |
IEFA | ISHARES TR | 19 | 19 | 0.07% | 0.97% | 4.47% | Q4 2018 | Q2 2023 | 19 |
JPM | JPMORGAN CHASE & CO | 19 | 19 | 0.76% | 0.94% | 1.15% | Q4 2018 | Q2 2023 | 19 |
AMZN | AMAZON COM INC | 19 | 19 | 0.35% | 0.80% | 1.21% | Q4 2018 | Q2 2023 | 19 |
GOOGL | ALPHABET INC | 19 | 19 | 0.40% | 0.78% | 1.07% | Q4 2018 | Q2 2023 | 19 |
VTI | VANGUARD INDEX FDS | 19 | 19 | 0.54% | 0.78% | 1.10% | Q4 2018 | Q2 2023 | 19 |
JNJ | JOHNSON & JOHNSON | 19 | 19 | 0.40% | 0.76% | 1.01% | Q4 2018 | Q2 2023 | 19 |
PFE | PFIZER INC | 19 | 19 | 0.45% | 0.74% | 1.17% | Q4 2018 | Q2 2023 | 19 |
CVX | CHEVRON CORP NEW | 19 | 19 | 0.39% | 0.72% | 1.31% | Q4 2018 | Q2 2023 | 19 |
FFWM | FIRST FNDTN INC | 19 | 19 | 0.14% | 0.70% | 1.17% | Q4 2018 | Q2 2023 | 19 |
ENB | ENBRIDGE INC | 19 | 19 | 0.39% | 0.65% | 0.95% | Q4 2018 | Q2 2023 | 19 |
T | AT&T INC | 19 | 19 | 0.15% | 0.65% | 1.10% | Q4 2018 | Q2 2023 | 19 |
CAT | CATERPILLAR INC DEL | 19 | 19 | 0.49% | 0.62% | 0.77% | Q4 2018 | Q2 2023 | 19 |
VZ | VERIZON COMMUNICATIONS... | 19 | 19 | 0.27% | 0.62% | 0.93% | Q4 2018 | Q2 2023 | 19 |
BRKB | BERKSHIRE HATHAWAY INC... | 19 | 19 | 0.39% | 0.59% | 0.78% | Q4 2018 | Q2 2023 | 19 |
GOOG | ALPHABET INC | 19 | 19 | 0.31% | 0.59% | 0.86% | Q4 2018 | Q2 2023 | 19 |
XOM | EXXON MOBIL CORP | 19 | 19 | 0.16% | 0.57% | 1.24% | Q4 2018 | Q2 2023 | 19 |
WMT | WALMART INC | 19 | 19 | 0.44% | 0.56% | 0.72% | Q4 2018 | Q2 2023 | 19 |
EPD | ENTERPRISE PRODS PARTN... | 19 | 19 | 0.21% | 0.54% | 0.90% | Q4 2018 | Q2 2023 | 19 |
MMM | 3M CO | 19 | 19 | 0.22% | 0.53% | 0.77% | Q4 2018 | Q2 2023 | 19 |
INTC | INTEL CORP | 19 | 19 | 0.16% | 0.52% | 0.76% | Q4 2018 | Q2 2023 | 19 |
FB | META PLATFORMS INC | 19 | 19 | 0.19% | 0.50% | 0.70% | Q4 2018 | Q2 2023 | 19 |
BAC | BK OF AMERICA CORP | 19 | 19 | 0.35% | 0.45% | 0.53% | Q4 2018 | Q2 2023 | 19 |
WPC | WP CAREY INC | 19 | 19 | 0.26% | 0.44% | 0.64% | Q4 2018 | Q2 2023 | 19 |
ABBV | ABBVIE INC | 19 | 19 | 0.19% | 0.39% | 0.64% | Q4 2018 | Q2 2023 | 19 |
PM | PHILIP MORRIS INTL INC | 19 | 19 | 0.21% | 0.36% | 0.46% | Q4 2018 | Q2 2023 | 19 |
BA | BOEING CO | 19 | 19 | 0.08% | 0.35% | 0.64% | Q4 2018 | Q2 2023 | 19 |
HD | HOME DEPOT INC | 19 | 19 | 0.23% | 0.31% | 0.40% | Q4 2018 | Q2 2023 | 19 |
DIS | DISNEY WALT CO | 19 | 19 | 0.15% | 0.31% | 0.47% | Q4 2018 | Q2 2023 | 19 |
CRM | SALESFORCE INC | 19 | 19 | 0.12% | 0.26% | 0.41% | Q4 2018 | Q2 2023 | 19 |
QQQ | INVESCO QQQ TR | 19 | 19 | 0.15% | 0.24% | 0.32% | Q4 2018 | Q2 2023 | 19 |
NEE | NEXTERA ENERGY INC | 19 | 19 | 0.17% | 0.22% | 0.30% | Q4 2018 | Q2 2023 | 19 |
ABT | ABBOTT LABS | 19 | 19 | 0.13% | 0.20% | 0.28% | Q4 2018 | Q2 2023 | 19 |
PG | PROCTER & GAMBLE CO | 19 | 19 | 0.12% | 0.20% | 0.26% | Q4 2018 | Q2 2023 | 19 |
AMGN | AMGEN INC | 19 | 19 | 0.14% | 0.20% | 0.26% | Q4 2018 | Q2 2023 | 19 |
MO | ALTRIA GROUP INC | 19 | 19 | 0.09% | 0.18% | 0.50% | Q4 2018 | Q2 2023 | 19 |
FDX | FEDEX CORP | 19 | 19 | 0.11% | 0.18% | 0.27% | Q4 2018 | Q2 2023 | 19 |
SDY | SPDR SER TR | 19 | 19 | 0.11% | 0.15% | 0.26% | Q4 2018 | Q2 2023 | 19 |
DXJ | WISDOMTREE TR | 19 | 19 | 0.08% | 0.11% | 0.30% | Q4 2018 | Q2 2023 | 19 |
SPY | SPDR S&P 500 ETF TR | 18 | 18 | 0.08% | 0.49% | 0.78% | Q4 2018 | Q1 2023 | 18 |
VOO | VANGUARD INDEX FDS | 12 | 6 | 0.09% | 0.39% | 4.60% | Q4 2018 | Q2 2023 | 18 |
UNH | UNITEDHEALTH GROUP INC | 18 | 18 | 0.09% | 0.36% | 0.54% | Q1 2019 | Q2 2023 | 18 |
QCOM | QUALCOMM INC | 18 | 18 | 0.14% | 0.35% | 0.45% | Q1 2019 | Q2 2023 | 18 |
GBCI | GLACIER BANCORP INC NEW | 18 | 18 | 0.17% | 0.35% | 0.41% | Q1 2019 | Q2 2023 | 18 |
CSCO | CISCO SYS INC | 18 | 18 | 0.12% | 0.34% | 0.48% | Q1 2019 | Q2 2023 | 18 |
SBUX | STARBUCKS CORP | 18 | 18 | 0.12% | 0.26% | 0.32% | Q1 2019 | Q2 2023 | 18 |
MCD | MCDONALDS CORP | 18 | 18 | 0.13% | 0.19% | 0.24% | Q1 2019 | Q2 2023 | 18 |
V | VISA INC | 18 | 18 | 0.11% | 0.18% | 0.26% | Q1 2019 | Q2 2023 | 18 |
BMY | BRISTOL-MYERS SQUIBB CO | 17 | 1 | 0.11% | 0.14% | 0.16% | Q4 2018 | Q2 2023 | 18 |
IWM | ISHARES TR | 18 | 18 | 0.07% | 0.10% | 0.13% | Q1 2019 | Q2 2023 | 18 |
KMB | KIMBERLY-CLARK CORP | 18 | 18 | 0.07% | 0.09% | 0.12% | Q1 2019 | Q2 2023 | 18 |
SO | SOUTHERN CO | 18 | 18 | 0.07% | 0.09% | 0.10% | Q1 2019 | Q2 2023 | 18 |
NYF | ISHARES TR | 18 | 18 | 0.06% | 0.08% | 0.11% | Q1 2019 | Q2 2023 | 18 |
IBM | INTERNATIONAL BUSINESS... | 17 | 17 | 0.10% | 0.76% | 1.35% | Q2 2019 | Q2 2023 | 17 |
PFFD | GLOBAL X FDS | 17 | 17 | 0.06% | 0.22% | 0.48% | Q2 2019 | Q2 2023 | 17 |
DMB | BNY MELLON MUN BD INFR... | 17 | 17 | 0.06% | 0.22% | 0.43% | Q2 2019 | Q2 2023 | 17 |
NVDA | NVIDIA CORPORATION | 15 | 2 | 0.08% | 0.19% | 0.34% | Q1 2019 | Q2 2023 | 17 |
SHM | SPDR SER TR | 17 | 17 | 0.06% | 0.17% | 1.61% | Q4 2018 | Q4 2022 | 17 |
PYPL | PAYPAL HLDGS INC | 17 | 17 | 0.07% | 0.15% | 0.26% | Q2 2019 | Q2 2023 | 17 |
FTNT | FORTINET INC | 15 | 2 | 0.08% | 0.13% | 0.23% | Q1 2019 | Q2 2023 | 17 |
PGX | INVESCO EXCH TRADED FD... | 17 | 17 | 0.04% | 0.13% | 0.31% | Q4 2018 | Q4 2022 | 17 |
COST | COSTCO WHSL CORP NEW | 17 | 17 | 0.08% | 0.13% | 0.17% | Q2 2019 | Q2 2023 | 17 |
PAYX | PAYCHEX INC | 13 | 4 | 0.07% | 0.09% | 0.15% | Q1 2019 | Q2 2023 | 17 |
KO | COCA COLA CO | 13 | 4 | 0.06% | 0.08% | 0.13% | Q1 2019 | Q2 2023 | 17 |
SCHE | SCHWAB STRATEGIC TR | 16 | 16 | 0.13% | 1.31% | 3.29% | Q4 2018 | Q3 2022 | 16 |
IEI | ISHARES TR | 16 | 16 | 0.10% | 0.26% | 0.42% | Q4 2018 | Q3 2022 | 16 |
NFLX | NETFLIX INC | 16 | 16 | 0.09% | 0.20% | 0.33% | Q3 2019 | Q2 2023 | 16 |
EFAV | ISHARES TR | 15 | 15 | 0.33% | 2.53% | 6.08% | Q1 2019 | Q3 2022 | 15 |
IEF | ISHARES TR | 15 | 15 | 0.06% | 0.26% | 0.86% | Q4 2018 | Q2 2022 | 15 |
TFC | TRUIST FINL CORP | 15 | 15 | 0.15% | 0.26% | 0.44% | Q4 2019 | Q2 2023 | 15 |
USB | US BANCORP DEL | 10 | 5 | 0.07% | 0.14% | 0.26% | Q4 2018 | Q1 2023 | 15 |
BLK | BLACKROCK INC | 14 | 1 | 0.06% | 0.13% | 0.25% | Q4 2018 | Q4 2022 | 15 |
ALL | ALLSTATE CORP | 15 | 15 | 0.06% | 0.08% | 0.11% | Q1 2019 | Q3 2022 | 15 |
ESGU | ISHARES TR | 14 | 14 | 0.20% | 4.12% | 6.31% | Q1 2020 | Q2 2023 | 14 |
SCHR | SCHWAB STRATEGIC TR | 10 | 4 | 0.14% | 3.41% | 8.70% | Q4 2018 | Q2 2023 | 14 |
IVV | ISHARES TR | 14 | 14 | 0.87% | 2.78% | 5.02% | Q1 2020 | Q2 2023 | 14 |
VCSH | VANGUARD SCOTTSDALE FDS | 14 | 14 | 0.27% | 2.30% | 5.60% | Q1 2019 | Q2 2022 | 14 |
PWZ | INVESCO EXCH TRADED FD... | 14 | 14 | 0.08% | 0.65% | 2.07% | Q4 2018 | Q1 2022 | 14 |
MMP | MAGELLAN MIDSTREAM PRT... | 9 | 5 | 0.12% | 0.33% | 0.52% | Q4 2018 | Q1 2023 | 14 |
QUAL | ISHARES TR | 14 | 14 | 0.20% | 0.28% | 0.43% | Q1 2020 | Q2 2023 | 14 |
MA | MASTERCARD INCORPORATED | 14 | 14 | 0.10% | 0.18% | 0.34% | Q1 2020 | Q2 2023 | 14 |
XLV | SELECT SECTOR SPDR TR | 14 | 14 | 0.11% | 0.16% | 0.18% | Q1 2020 | Q2 2023 | 14 |
MDT | MEDTRONIC PLC | 11 | 1 | 0.06% | 0.09% | 0.13% | Q1 2019 | Q2 2023 | 14 |
PEG | PUBLIC SVC ENTERPRISE ... | 6 | 1 | 0.06% | 0.07% | 0.09% | Q1 2019 | Q2 2023 | 14 |
FLRN | SPDR SER TR | 13 | 13 | 0.51% | 3.66% | 7.76% | Q4 2018 | Q4 2021 | 13 |
EFG | ISHARES TR | 13 | 13 | 0.33% | 1.99% | 2.93% | Q2 2020 | Q2 2023 | 13 |
VLUE | ISHARES TR | 13 | 13 | 0.20% | 1.23% | 2.04% | Q2 2020 | Q2 2023 | 13 |
SUB | ISHARES TR | 13 | 13 | 0.20% | 0.47% | 0.82% | Q2 2020 | Q2 2023 | 13 |
ITA | ISHARES TR | 13 | 13 | 0.21% | 0.27% | 0.32% | Q2 2020 | Q2 2023 | 13 |
PANW | PALO ALTO NETWORKS INC | 13 | 13 | 0.10% | 0.17% | 0.28% | Q2 2020 | Q2 2023 | 13 |
MUB | ISHARES TR | 13 | 13 | 0.08% | 0.16% | 0.24% | Q2 2020 | Q2 2023 | 13 |
MGC | VANGUARD WORLD FD | 13 | 13 | 0.10% | 0.11% | 0.12% | Q2 2020 | Q2 2023 | 13 |
EFA | ISHARES TR | 6 | 1 | 0.06% | 0.09% | 0.18% | Q4 2018 | Q2 2023 | 13 |
GOVT | ISHARES TR | 12 | 12 | 0.12% | 3.91% | 6.78% | Q1 2020 | Q4 2022 | 12 |
SPLG | SPDR SER TR | 12 | 12 | 0.29% | 2.47% | 6.59% | Q3 2020 | Q2 2023 | 12 |
BSV | VANGUARD BD INDEX FDS | 12 | 12 | 0.07% | 1.68% | 5.60% | Q3 2020 | Q2 2023 | 12 |
MBB | ISHARES TR | 12 | 12 | 0.10% | 1.41% | 2.19% | Q1 2020 | Q4 2022 | 12 |
ESGE | ISHARES INC | 12 | 12 | 0.07% | 1.09% | 2.22% | Q1 2020 | Q4 2022 | 12 |
IXN | ISHARES TR | 12 | 12 | 0.07% | 0.56% | 0.98% | Q1 2020 | Q4 2022 | 12 |
NEAR | ISHARES U S ETF TR | 12 | 12 | 0.09% | 0.28% | 1.12% | Q1 2020 | Q4 2022 | 12 |
GILD | GILEAD SCIENCES INC | 12 | 12 | 0.06% | 0.14% | 0.24% | Q3 2020 | Q2 2023 | 12 |
LLY | LILLY ELI & CO | 11 | 1 | 0.10% | 0.13% | 0.19% | Q1 2020 | Q2 2023 | 12 |
C | CITIGROUP INC | 7 | 5 | 0.06% | 0.13% | 0.22% | Q4 2018 | Q4 2021 | 12 |
VEA | VANGUARD TAX-MANAGED I... | 12 | 12 | 0.07% | 0.11% | 0.25% | Q3 2020 | Q2 2023 | 12 |
BE | BLOOM ENERGY CORP | 12 | 12 | 0.02% | 0.09% | 0.15% | Q3 2019 | Q2 2022 | 12 |
TXN | TEXAS INSTRS INC | 12 | 12 | 0.08% | 0.09% | 0.11% | Q3 2020 | Q2 2023 | 12 |
SCHP | SCHWAB STRATEGIC TR | 9 | 2 | 0.08% | 1.07% | 3.50% | Q4 2019 | Q1 2023 | 11 |
USMV | ISHARES TR | 11 | 11 | 0.15% | 0.51% | 1.04% | Q1 2020 | Q3 2022 | 11 |
CVS | CVS HEALTH CORP | 11 | 11 | 0.11% | 0.27% | 0.35% | Q4 2020 | Q2 2023 | 11 |
RTX | RAYTHEON TECHNOLOGIES ... | 11 | 11 | 0.15% | 0.19% | 0.23% | Q4 2020 | Q2 2023 | 11 |
O | REALTY INCOME CORP | 11 | 11 | 0.07% | 0.11% | 0.17% | Q2 2020 | Q4 2022 | 11 |
UBER | UBER TECHNOLOGIES INC | 8 | 3 | 0.07% | 0.10% | 0.16% | Q2 2020 | Q2 2023 | 11 |
LOW | LOWES COS INC | 8 | 3 | 0.07% | 0.08% | 0.12% | Q3 2020 | Q2 2023 | 11 |
FSTA | FIDELITY COVINGTON TRUST | 11 | 11 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q2 2023 | 11 |
EFV | ISHARES TR | 10 | 10 | 0.27% | 1.75% | 2.64% | Q1 2021 | Q2 2023 | 10 |
XLE | SELECT SECTOR SPDR TR | 9 | 1 | 0.09% | 0.39% | 0.84% | Q3 2019 | Q2 2023 | 10 |
NEM | NEWMONT CORP | 10 | 10 | 0.10% | 0.19% | 0.31% | Q1 2021 | Q2 2023 | 10 |
IGIB | ISHARES TR | 10 | 10 | 0.10% | 0.15% | 0.32% | Q1 2020 | Q2 2022 | 10 |
DVY | ISHARES TR | 5 | 5 | 0.07% | 0.13% | 0.21% | Q4 2018 | Q4 2021 | 10 |
SCHW | SCHWAB CHARLES CORP | 10 | 10 | 0.06% | 0.12% | 0.17% | Q1 2021 | Q2 2023 | 10 |
SLV | ISHARES SILVER TR | 7 | 3 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q2 2023 | 10 |
IGSB | ISHARES TR | 9 | 9 | 0.34% | 2.26% | 3.79% | Q2 2020 | Q2 2022 | 9 |
XSOE | WISDOMTREE TR | 9 | 9 | 0.44% | 0.66% | 0.94% | Q3 2020 | Q3 2022 | 9 |
SCHA | SCHWAB STRATEGIC TR | 7 | 2 | 0.07% | 0.52% | 0.94% | Q1 2021 | Q2 2023 | 9 |
IYE | ISHARES TR | 9 | 9 | 0.06% | 0.21% | 0.48% | Q2 2021 | Q2 2023 | 9 |
CMI | CUMMINS INC | 5 | 4 | 0.09% | 0.15% | 0.24% | Q4 2020 | Q2 2023 | 9 |
LMT | LOCKHEED MARTIN CORP | 9 | 9 | 0.07% | 0.14% | 0.20% | Q2 2021 | Q2 2023 | 9 |
SYY | SYSCO CORP | 5 | 4 | 0.07% | 0.09% | 0.12% | Q1 2019 | Q3 2021 | 9 |
LQD | ISHARES TR | 8 | 8 | 0.08% | 2.80% | 5.08% | Q2 2020 | Q1 2022 | 8 |
IUSB | ISHARES TR | 8 | 8 | 0.10% | 2.74% | 4.20% | Q1 2021 | Q4 2022 | 8 |
FALN | ISHARES TR | 8 | 8 | 0.06% | 1.48% | 2.76% | Q1 2021 | Q4 2022 | 8 |
SHYG | ISHARES TR | 8 | 8 | 0.12% | 1.39% | 2.96% | Q1 2020 | Q4 2021 | 8 |
STIP | ISHARES TR | 5 | 3 | 0.08% | 0.89% | 2.10% | Q1 2021 | Q2 2023 | 8 |
IHI | ISHARES TR | 8 | 8 | 0.08% | 0.56% | 0.90% | Q2 2020 | Q1 2022 | 8 |
VTIP | VANGUARD MALVERN FDS | 8 | 8 | 0.09% | 0.27% | 0.33% | Q4 2020 | Q3 2022 | 8 |
WFC | WELLS FARGO CO NEW | 5 | 3 | 0.09% | 0.17% | 0.29% | Q4 2018 | Q1 2023 | 8 |
LYB | LYONDELLBASELL INDUSTR... | 5 | 3 | 0.08% | 0.15% | 0.24% | Q4 2018 | Q2 2023 | 8 |
PEP | PEPSICO INC | 3 | 2 | 0.06% | 0.14% | 0.28% | Q3 2020 | Q2 2023 | 8 |
KMI | KINDER MORGAN INC DEL | 6 | 2 | 0.06% | 0.10% | 0.14% | Q1 2021 | Q2 2023 | 8 |
TGT | TARGET CORP | 7 | 1 | 0.06% | 0.09% | 0.11% | Q2 2021 | Q2 2023 | 8 |
GD | GENERAL DYNAMICS CORP | 8 | 8 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q2 2023 | 8 |
SCHJ | SCHWAB STRATEGIC TR | 7 | 7 | 0.84% | 1.81% | 2.66% | Q1 2021 | Q3 2022 | 7 |
HYG | ISHARES TR | 7 | 7 | 0.10% | 0.33% | 0.43% | Q2 2020 | Q4 2021 | 7 |
IYG | ISHARES TR | 7 | 7 | 0.09% | 0.17% | 0.49% | Q2 2020 | Q4 2021 | 7 |
BND | VANGUARD BD INDEX FDS | 7 | 7 | 0.09% | 0.12% | 0.15% | Q3 2020 | Q1 2022 | 7 |
D | DOMINION ENERGY INC | 7 | 7 | 0.08% | 0.10% | 0.11% | Q1 2019 | Q3 2020 | 7 |
GM | GENERAL MTRS CO | 4 | 3 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q1 2023 | 7 |
FCX | FREEPORT-MCMORAN INC | 4 | 3 | 0.05% | 0.08% | 0.10% | Q1 2019 | Q2 2023 | 7 |
KLAC | KLA CORP | 4 | 3 | 0.06% | 0.08% | 0.11% | Q3 2021 | Q2 2023 | 7 |
ATAX | AMERICA FIRST MULTIFAM... | 4 | 3 | 0.02% | 0.07% | 0.13% | Q1 2019 | Q3 2021 | 7 |
COMT | ISHARES U S ETF TR | 6 | 6 | 0.15% | 0.97% | 2.13% | Q2 2021 | Q3 2022 | 6 |
CMF | ISHARES TR | 6 | 6 | 0.20% | 0.48% | 1.62% | Q4 2018 | Q1 2020 | 6 |
VLY | VALLEY NATL BANCORP | 6 | 6 | 0.19% | 0.23% | 0.30% | Q1 2022 | Q2 2023 | 6 |
FTEC | FIDELITY COVINGTON TRUST | 6 | 6 | 0.09% | 0.23% | 0.31% | Q3 2020 | Q4 2021 | 6 |
BABA | ALIBABA GROUP HLDG LTD | 6 | 6 | 0.16% | 0.21% | 0.26% | Q4 2018 | Q1 2020 | 6 |
DAL | DELTA AIR LINES INC DEL | 6 | 6 | 0.09% | 0.19% | 0.26% | Q4 2018 | Q1 2020 | 6 |
BIDU | BAIDU INC | 6 | 6 | 0.17% | 0.18% | 0.20% | Q4 2018 | Q1 2020 | 6 |
EIX | EDISON INTL | 6 | 6 | 0.15% | 0.17% | 0.19% | Q1 2022 | Q2 2023 | 6 |
DIA | SPDR DOW JONES INDL AV... | 4 | 2 | 0.12% | 0.13% | 0.16% | Q4 2020 | Q2 2022 | 6 |
PHILLIPS EDISON & CO INC | 6 | 6 | 0.07% | 0.11% | 0.16% | Q1 2022 | Q2 2023 | 6 | |
GNMA | ISHARES TR | 6 | 6 | 0.09% | 0.11% | 0.16% | Q4 2018 | Q1 2020 | 6 |
BCE | BCE INC | 3 | 1 | 0.06% | 0.09% | 0.12% | Q3 2019 | Q4 2022 | 6 |
IWD | ISHARES TR | 6 | 6 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q2 2022 | 6 |
SCHZ | SCHWAB STRATEGIC TR | 5 | 5 | 0.10% | 2.20% | 5.29% | Q1 2022 | Q1 2023 | 5 |
TLH | ISHARES TR | 5 | 5 | 0.07% | 0.58% | 0.92% | Q3 2021 | Q3 2022 | 5 |
IYW | ISHARES TR | 5 | 5 | 0.06% | 0.43% | 0.64% | Q3 2021 | Q3 2022 | 5 |
RYF | INVESCO EXCHANGE TRADE... | 5 | 5 | 0.15% | 0.38% | 1.23% | Q4 2018 | Q4 2019 | 5 |
SPIB | SPDR SER TR | 5 | 5 | 0.07% | 0.34% | 0.73% | Q3 2020 | Q3 2021 | 5 |
IGLB | ISHARES TR | 4 | 1 | 0.08% | 0.32% | 0.54% | Q3 2020 | Q4 2021 | 5 |
IXG | ISHARES TR | 5 | 5 | 0.08% | 0.27% | 0.53% | Q2 2021 | Q2 2022 | 5 |
UL | UNILEVER PLC | 5 | 5 | 0.15% | 0.21% | 0.23% | Q2 2022 | Q2 2023 | 5 |
TIP | ISHARES TR | 4 | 1 | 0.10% | 0.20% | 0.37% | Q2 2021 | Q3 2022 | 5 |
XLF | SELECT SECTOR SPDR TR | 5 | 5 | 0.15% | 0.19% | 0.25% | Q4 2018 | Q4 2019 | 5 |
VTR | VENTAS INC | 5 | 5 | 0.10% | 0.14% | 0.15% | Q4 2018 | Q4 2019 | 5 |
USHY | ISHARES TR | 5 | 5 | 0.11% | 0.13% | 0.14% | Q3 2020 | Q3 2021 | 5 |
UPS | UNITED PARCEL SERVICE INC | 4 | 1 | 0.08% | 0.10% | 0.11% | Q1 2020 | Q2 2023 | 5 |
EMB | ISHARES TR | 4 | 1 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q2 2022 | 5 |
FULT | FULTON FINL CORP PA | 4 | 1 | 0.05% | 0.08% | 0.12% | Q2 2019 | Q3 2020 | 5 |
VDE | VANGUARD WORLD FDS | 4 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2023 | 5 |
GE | GENERAL ELECTRIC CO | 3 | 2 | 0.03% | 0.06% | 0.13% | Q1 2020 | Q2 2021 | 5 |
SHV | ISHARES TR | 4 | 4 | 1.82% | 2.34% | 2.95% | Q3 2022 | Q2 2023 | 4 |
PULS | PGIM ETF TR | 4 | 4 | 1.38% | 1.76% | 2.22% | Q3 2022 | Q2 2023 | 4 |
TLT | ISHARES TR | 4 | 4 | 0.35% | 0.64% | 0.76% | Q2 2020 | Q1 2021 | 4 |
SCHI | SCHWAB STRATEGIC TR | 4 | 4 | 0.21% | 0.63% | 1.01% | Q1 2021 | Q4 2021 | 4 |
MTUM | ISHARES TR | 4 | 4 | 0.07% | 0.41% | 0.70% | Q1 2021 | Q4 2021 | 4 |
EELV | INVESCO EXCH TRADED FD... | 4 | 4 | 0.15% | 0.33% | 0.47% | Q3 2022 | Q2 2023 | 4 |
CMCSA | COMCAST CORP NEW | 4 | 4 | 0.19% | 0.23% | 0.25% | Q3 2022 | Q2 2023 | 4 |
FLOT | ISHARES TR | 4 | 4 | 0.13% | 0.15% | 0.21% | Q4 2018 | Q3 2019 | 4 |
NOC | NORTHROP GRUMMAN CORP | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2018 | Q3 2019 | 4 |
HDV | ISHARES TR | 4 | 4 | 0.06% | 0.11% | 0.17% | Q3 2022 | Q2 2023 | 4 |
NKE | NIKE INC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q3 2022 | Q2 2023 | 4 |
IDLV | INVESCO EXCHNG TRADED ... | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2019 | Q4 2019 | 4 |
XLI | SELECT SECTOR SPDR TR | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2019 | Q4 2019 | 4 |
EOG | EOG RES INC | 3 | 1 | 0.06% | 0.10% | 0.12% | Q4 2020 | Q1 2022 | 4 |
REGN | REGENERON PHARMACEUTICALS | 4 | 4 | 0.06% | 0.10% | 0.11% | Q1 2021 | Q4 2021 | 4 |
KRE | SPDR SERIES TRUST | 4 | 4 | 0.09% | 0.09% | 0.10% | Q1 2019 | Q4 2019 | 4 |
ATVI | ACTIVISION BLIZZARD INC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q4 2022 | 4 |
GOLD | BARRICK GOLD CORP | 4 | 4 | 0.08% | 0.09% | 0.09% | Q3 2022 | Q2 2023 | 4 |
MDLZ | MONDELEZ INTL INC | 3 | 1 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q4 2021 | 4 |
EMD | WESTERN ASSET EMRG MKT... | 4 | 4 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q4 2019 | 4 |
IPFF | ISHARES TR | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q4 2019 | 4 |
JPC | NUVEEN PFD & INCM OPPO... | 4 | 4 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q4 2019 | 4 |
JQC | NUVEEN CR STRATEGIES I... | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
SCHG | SCHWAB STRATEGIC TR | 3 | 3 | 5.06% | 6.13% | 7.19% | Q4 2022 | Q2 2023 | 3 |
VTV | VANGUARD INDEX FDS | 3 | 3 | 5.50% | 5.75% | 6.13% | Q4 2022 | Q2 2023 | 3 |
SCHF | SCHWAB STRATEGIC TR | 3 | 3 | 2.64% | 2.97% | 3.23% | Q4 2022 | Q2 2023 | 3 |
VCIT | VANGUARD SCOTTSDALE FDS | 3 | 3 | 1.78% | 1.95% | 2.09% | Q4 2022 | Q2 2023 | 3 |
VWO | VANGUARD INTL EQUITY I... | 3 | 3 | 1.47% | 1.64% | 1.79% | Q4 2022 | Q2 2023 | 3 |
VO | VANGUARD INDEX FDS | 3 | 3 | 1.38% | 1.54% | 1.68% | Q4 2022 | Q2 2023 | 3 |
DFAS | DIMENSIONAL ETF TRUST | 3 | 3 | 1.29% | 1.45% | 1.59% | Q4 2022 | Q2 2023 | 3 |
VWOB | VANGUARD WHITEHALL FDS | 3 | 3 | 0.69% | 0.76% | 0.83% | Q4 2022 | Q2 2023 | 3 |
SCHH | SCHWAB STRATEGIC TR | 3 | 3 | 0.64% | 0.64% | 0.65% | Q4 2022 | Q2 2023 | 3 |
VTEB | VANGUARD MUN BD FDS | 3 | 3 | 0.51% | 0.54% | 0.57% | Q4 2022 | Q2 2023 | 3 |
BBT | BB&T CORP | 3 | 3 | 0.27% | 0.28% | 0.30% | Q1 2019 | Q3 2019 | 3 |
SLQD | ISHARES TR | 3 | 3 | 0.16% | 0.17% | 0.19% | Q3 2019 | Q1 2020 | 3 |
ADBE | ADOBE SYSTEMS INCORPOR... | 3 | 3 | 0.13% | 0.16% | 0.19% | Q4 2022 | Q2 2023 | 3 |
TSM | TAIWAN SEMICONDUCTOR M... | 3 | 3 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q2 2023 | 3 |
PACW | PACWEST BANCORP DEL | 3 | 3 | 0.14% | 0.14% | 0.15% | Q2 2019 | Q4 2019 | 3 |
TSLA | TESLA INC | 2 | 1 | 0.10% | 0.14% | 0.20% | Q3 2022 | Q2 2023 | 3 |
ED | CONSOLIDATED EDISON INC | 3 | 3 | 0.12% | 0.14% | 0.17% | Q4 2018 | Q2 2019 | 3 |
IXUS | ISHARES TR | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2021 | Q3 2021 | 3 |
KHC | KRAFT HEINZ CO | 3 | 3 | 0.10% | 0.12% | 0.16% | Q4 2018 | Q2 2019 | 3 |
FHLC | FIDELITY COVINGTON TR | 3 | 3 | 0.10% | 0.11% | 0.11% | Q2 2019 | Q4 2019 | 3 |
HON | HONEYWELL INTL INC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q4 2019 | 3 |
UNP | UNION PAC CORP | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q2 2023 | 3 |
VIAC | VIACOMCBS INC | 3 | 3 | 0.06% | 0.09% | 0.11% | Q1 2020 | Q3 2020 | 3 |
ISTB | ISHARES TR | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2019 | Q3 2019 | 3 |
F | FORD MTR CO DEL | 2 | 1 | 0.05% | 0.08% | 0.12% | Q4 2018 | Q3 2019 | 3 |
LYG | LLOYDS BANKING GROUP PLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
SCZ | ISHARES TR | 2 | 2 | 0.12% | 0.92% | 1.72% | Q4 2018 | Q1 2019 | 2 |
SPLB | SPDR SER TR | 2 | 2 | 0.56% | 0.57% | 0.57% | Q3 2020 | Q4 2020 | 2 |
DMB | DREYFUS MUN BD INFRSTR... | 2 | 2 | 0.41% | 0.41% | 0.42% | Q4 2018 | Q1 2019 | 2 |
MINT | PIMCO ETF TR | 2 | 2 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q2 2019 | 2 |
TGE | TALLGRASS ENERGY LP | 2 | 2 | 0.14% | 0.17% | 0.20% | Q2 2019 | Q3 2019 | 2 |
SIZE | ISHARES TR | 2 | 2 | 0.14% | 0.14% | 0.15% | Q3 2020 | Q4 2020 | 2 |
APU | AMERIGAS PARTNERS L P | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2018 | Q1 2019 | 2 |
DOW | DOW INC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q2 2022 | 2 |
EBND | SPDR SERIES TRUST | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2019 | Q4 2019 | 2 |
COP | CONOCOPHILLIPS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q1 2020 | 2 |
ICVT | ISHARES TR | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2022 | 2 |
SPTL | SPDR SER TR | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q4 2020 | 2 |
BTI | BRITISH AMERN TOB PLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q1 2023 | 2 |
BLV | VANGUARD BD INDEX FDS | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
NVO | NOVO-NORDISK A S | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
TMO | THERMO FISHER SCIENTIF... | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
ING | ING GROEP N V | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
TQQQ | PROSHARES TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
AAL | AMERICAN AIRLS GROUP INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
VOE | VANGUARD INDEX FDS | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
PGHY | INVESCO EXCHNG TRADED ... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
TRIP | TRIPADVISOR INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
IWY | ISHARES TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
CHL | CHINA MOBILE LIMITED | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
IEMG | ISHARES INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
ITOT | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
ALB | ALBEMARLE CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
GSK PLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 | |
TTE | TOTAL S.A. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
VYMI | VANGUARD WHITEHALL FDS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
IAT | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
VPU | VANGUARD WORLD FDS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
AGG | ISHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
AVGO | BROADCOM INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
CCI | CROWN CASTLE INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
HPE | HEWLETT PACKARD ENTERP... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
OGN | ORGANON & CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
VT | VANGUARD INTL EQUITY I... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
OEF | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
NSC | NORFOLK SOUTHN CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
AOM | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
FSK | FS KKR CAPITAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
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The securities at the top of the list , including SCHWAB STRATEGIC TR, ISHARES TR, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of FLC Capital Advisors.
The conviction is calculated by counting the number of quarters a security has been reported by FLC Capital Advisors. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that FLC Capital Advisors owns currently or has owned in the past.