841 is the total number of securities Cypress Wealth Services, LLC has owned. The longest Cypress Wealth Services, LLC has owned a single stock is 23 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 12 | 11 | 1.22% | 5.64% | 8.81% | Q4 2017 | Q3 2023 | 23 |
AAPL | APPLE INC | 12 | 11 | 1.60% | 4.45% | 7.02% | Q4 2017 | Q3 2023 | 23 |
MGK | VANGUARD WORLD FD | 12 | 11 | 1.47% | 1.98% | 2.79% | Q4 2017 | Q3 2023 | 23 |
SPY | SPDR S&P 500 ETF TR | 12 | 11 | 1.64% | 1.94% | 2.24% | Q4 2017 | Q3 2023 | 23 |
VOO | VANGUARD INDEX FDS | 12 | 11 | 1.36% | 1.93% | 2.65% | Q4 2017 | Q3 2023 | 23 |
VO | VANGUARD INDEX FDS | 12 | 11 | 1.22% | 1.85% | 2.54% | Q4 2017 | Q3 2023 | 23 |
PFF | ISHARES TR | 12 | 11 | 1.32% | 1.69% | 2.13% | Q4 2017 | Q3 2023 | 23 |
VCIT | VANGUARD SCOTTSDALE FDS | 12 | 11 | 0.89% | 1.57% | 2.16% | Q4 2017 | Q3 2023 | 23 |
VYM | VANGUARD WHITEHALL FDS... | 12 | 11 | 0.97% | 1.56% | 1.96% | Q4 2017 | Q3 2023 | 23 |
VEA | VANGUARD TAX-MANAGED I... | 12 | 11 | 0.87% | 1.43% | 2.18% | Q4 2017 | Q3 2023 | 23 |
UPS | UNITED PARCEL SERVICE INC | 12 | 11 | 0.84% | 1.35% | 1.80% | Q4 2017 | Q3 2023 | 23 |
JNJ | JOHNSON & JOHNSON | 12 | 11 | 0.32% | 1.31% | 2.80% | Q4 2017 | Q3 2023 | 23 |
HYG | ISHARES TR | 12 | 11 | 0.94% | 1.29% | 1.62% | Q4 2017 | Q3 2023 | 23 |
VB | VANGUARD INDEX FDS | 12 | 11 | 0.77% | 1.25% | 1.62% | Q4 2017 | Q3 2023 | 23 |
PG | PROCTER & GAMBLE CO | 12 | 11 | 0.16% | 1.12% | 2.48% | Q4 2017 | Q3 2023 | 23 |
MSFT | MICROSOFT CORP | 12 | 11 | 0.66% | 0.95% | 1.41% | Q4 2017 | Q3 2023 | 23 |
SCHZ | SCHWAB STRATEGIC TR | 12 | 11 | 0.59% | 0.89% | 1.41% | Q4 2017 | Q3 2023 | 23 |
MCD | MCDONALDS CORP | 12 | 11 | 0.08% | 0.88% | 2.00% | Q4 2017 | Q3 2023 | 23 |
PM | PHILIP MORRIS INTL INC | 12 | 11 | 0.06% | 0.86% | 2.98% | Q4 2017 | Q3 2023 | 23 |
JPM | JPMORGAN CHASE & CO | 12 | 11 | 0.20% | 0.83% | 1.78% | Q4 2017 | Q3 2023 | 23 |
XOM | EXXON MOBIL CORP | 12 | 11 | 0.14% | 0.82% | 2.05% | Q4 2017 | Q3 2023 | 23 |
KO | COCA COLA CO | 12 | 11 | 0.10% | 0.80% | 1.83% | Q4 2017 | Q3 2023 | 23 |
VDC | VANGUARD WORLD FDS | 12 | 11 | 0.54% | 0.75% | 0.96% | Q4 2017 | Q3 2023 | 23 |
MO | ALTRIA GROUP INC | 12 | 11 | 0.10% | 0.73% | 2.24% | Q4 2017 | Q3 2023 | 23 |
AMZN | AMAZON COM INC | 12 | 11 | 0.37% | 0.71% | 1.07% | Q4 2017 | Q3 2023 | 23 |
BRKB | BERKSHIRE HATHAWAY INC... | 12 | 11 | 0.46% | 0.70% | 0.95% | Q4 2017 | Q3 2023 | 23 |
CVX | CHEVRON CORP NEW | 12 | 11 | 0.13% | 0.70% | 1.70% | Q4 2017 | Q3 2023 | 23 |
VWO | VANGUARD INTL EQUITY I... | 12 | 11 | 0.32% | 0.67% | 1.54% | Q4 2017 | Q3 2023 | 23 |
DVY | ISHARES TR | 12 | 11 | 0.34% | 0.61% | 0.95% | Q4 2017 | Q3 2023 | 23 |
GOOGL | ALPHABET INC | 12 | 11 | 0.44% | 0.60% | 0.83% | Q4 2017 | Q3 2023 | 23 |
WMT | WAL-MART STORES INC | 12 | 11 | 0.13% | 0.54% | 1.10% | Q4 2017 | Q3 2023 | 23 |
SCHD | SCHWAB STRATEGIC TR | 12 | 11 | 0.29% | 0.53% | 0.87% | Q4 2017 | Q3 2023 | 23 |
IJR | ISHARES TR | 12 | 11 | 0.12% | 0.52% | 1.09% | Q4 2017 | Q3 2023 | 23 |
IEFA | ISHARES TR | 12 | 11 | 0.14% | 0.52% | 1.67% | Q4 2017 | Q3 2023 | 23 |
VUG | VANGUARD INDEX FDS | 12 | 11 | 0.10% | 0.48% | 1.00% | Q4 2017 | Q3 2023 | 23 |
DIS | DISNEY WALT CO | 12 | 11 | 0.22% | 0.48% | 0.76% | Q4 2017 | Q3 2023 | 23 |
ABT | ABBOTT LABS | 12 | 11 | 0.09% | 0.48% | 1.04% | Q4 2017 | Q3 2023 | 23 |
PEP | PEPSICO INC | 12 | 11 | 0.09% | 0.47% | 1.02% | Q4 2017 | Q3 2023 | 23 |
VCSH | VANGUARD SCOTTSDALE FDS | 12 | 11 | 0.24% | 0.44% | 0.74% | Q4 2017 | Q3 2023 | 23 |
COST | COSTCO WHSL CORP NEW | 12 | 11 | 0.12% | 0.42% | 0.63% | Q4 2017 | Q3 2023 | 23 |
GOOG | ALPHABET INC | 12 | 11 | 0.26% | 0.41% | 0.63% | Q4 2017 | Q3 2023 | 23 |
VTV | VANGUARD INDEX FDS | 12 | 11 | 0.08% | 0.40% | 1.71% | Q4 2017 | Q3 2023 | 23 |
VZ | VERIZON COMMUNICATIONS... | 12 | 11 | 0.16% | 0.39% | 0.68% | Q4 2017 | Q3 2023 | 23 |
WFC | WELLS FARGO CO NEW | 12 | 11 | 0.16% | 0.38% | 0.91% | Q4 2017 | Q3 2023 | 23 |
FB | META PLATFORMS INC | 12 | 11 | 0.16% | 0.37% | 0.66% | Q4 2017 | Q3 2023 | 23 |
BLK | BLACKROCK INC | 12 | 11 | 0.11% | 0.37% | 0.86% | Q4 2017 | Q3 2023 | 23 |
VIG | VANGUARD SPECIALIZED F... | 12 | 11 | 0.22% | 0.33% | 0.46% | Q4 2017 | Q3 2023 | 23 |
SCHB | SCHWAB STRATEGIC TR | 12 | 11 | 0.06% | 0.33% | 0.87% | Q4 2017 | Q3 2023 | 23 |
PFE | PFIZER INC | 12 | 11 | 0.17% | 0.31% | 0.40% | Q4 2017 | Q3 2023 | 23 |
AMGN | AMGEN INC | 12 | 11 | 0.17% | 0.29% | 0.41% | Q4 2017 | Q3 2023 | 23 |
LOW | LOWES COS INC | 12 | 11 | 0.22% | 0.29% | 0.37% | Q4 2017 | Q3 2023 | 23 |
IWF | ISHARES TR | 12 | 11 | 0.10% | 0.26% | 0.62% | Q4 2017 | Q3 2023 | 23 |
HD | HOME DEPOT INC | 12 | 11 | 0.13% | 0.25% | 0.53% | Q4 2017 | Q3 2023 | 23 |
T | AT&T INC | 12 | 11 | 0.05% | 0.24% | 0.49% | Q4 2017 | Q3 2023 | 23 |
DIA | SPDR DOW JONES INDL AV... | 12 | 11 | 0.13% | 0.24% | 0.49% | Q4 2017 | Q3 2023 | 23 |
VTEB | VANGUARD MUN BD FDS | 12 | 11 | 0.14% | 0.23% | 0.36% | Q4 2017 | Q3 2023 | 23 |
V | VISA INC | 12 | 11 | 0.08% | 0.22% | 0.41% | Q4 2017 | Q3 2023 | 23 |
HDV | ISHARES TR | 12 | 11 | 0.08% | 0.22% | 0.77% | Q4 2017 | Q3 2023 | 23 |
IJH | ISHARES TR | 12 | 11 | 0.07% | 0.20% | 0.53% | Q4 2017 | Q3 2023 | 23 |
F | FORD MTR CO DEL | 12 | 11 | 0.07% | 0.18% | 0.34% | Q4 2017 | Q3 2023 | 23 |
BNDX | VANGUARD CHARLOTTE FDS | 12 | 11 | 0.10% | 0.16% | 0.20% | Q4 2017 | Q3 2023 | 23 |
ENB | ENBRIDGE INC | 12 | 11 | 0.10% | 0.16% | 0.27% | Q4 2017 | Q3 2023 | 23 |
CSCO | CISCO SYS INC | 12 | 11 | 0.12% | 0.15% | 0.20% | Q4 2017 | Q3 2023 | 23 |
MDYV | SPDR SER TR | 12 | 11 | 0.07% | 0.15% | 0.36% | Q4 2017 | Q3 2023 | 23 |
BMY | BRISTOL-MYERS SQUIBB CO | 12 | 11 | 0.08% | 0.15% | 0.25% | Q4 2017 | Q3 2023 | 23 |
HON | HONEYWELL INTL INC | 12 | 11 | 0.09% | 0.15% | 0.23% | Q4 2017 | Q3 2023 | 23 |
WPM | WHEATON PRECIOUS METAL... | 12 | 11 | 0.12% | 0.15% | 0.18% | Q4 2017 | Q3 2023 | 23 |
FNV | FRANCO NEV CORP | 12 | 11 | 0.10% | 0.13% | 0.17% | Q4 2017 | Q3 2023 | 23 |
MA | MASTERCARD INCORPORATED | 12 | 11 | 0.07% | 0.13% | 0.18% | Q4 2017 | Q3 2023 | 23 |
ORCL | ORACLE CORP | 12 | 11 | 0.06% | 0.11% | 0.15% | Q4 2017 | Q3 2023 | 23 |
DUK | DUKE ENERGY CORP NEW | 12 | 11 | 0.05% | 0.10% | 0.17% | Q4 2017 | Q3 2023 | 23 |
SRE | SEMPRA ENERGY | 12 | 11 | 0.06% | 0.09% | 0.15% | Q4 2017 | Q3 2023 | 23 |
AG | FIRST MAJESTIC SILVER ... | 12 | 11 | 0.03% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 23 |
FSM | FORTUNA SILVER MINES INC | 12 | 11 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 23 |
PLUG | PLUG POWER INC | 12 | 11 | 0.01% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 23 |
SVM | SILVERCORP METALS INC | 12 | 11 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 23 |
INTC | INTEL CORP | 11 | 4 | 0.06% | 0.64% | 1.47% | Q4 2017 | Q3 2023 | 22 |
BA | BOEING CO | 11 | 4 | 0.07% | 0.29% | 0.68% | Q4 2017 | Q3 2023 | 22 |
AXP | AMERICAN EXPRESS CO | 12 | 4 | 0.09% | 0.17% | 0.23% | Q4 2017 | Q3 2023 | 22 |
BAC | BK OF AMERICA CORP | 12 | 4 | 0.07% | 0.12% | 0.18% | Q4 2017 | Q3 2023 | 22 |
IBDO | ISHARES TR | 12 | 10 | 0.07% | 0.11% | 0.16% | Q1 2018 | Q3 2023 | 22 |
HYMB | SPDR SER TR | 11 | 11 | 0.06% | 0.10% | 0.13% | Q4 2017 | Q2 2023 | 22 |
QQQ | INVESCO QQQ TR | 12 | 9 | 0.52% | 1.34% | 2.45% | Q2 2018 | Q3 2023 | 21 |
USMV | ISHARES TR | 12 | 9 | 0.20% | 0.94% | 1.54% | Q2 2018 | Q3 2023 | 21 |
GBIL | GOLDMAN SACHS ETF TR | 12 | 9 | 0.08% | 0.65% | 1.23% | Q2 2018 | Q3 2023 | 21 |
TSLA | TESLA INC | 12 | 1 | 0.05% | 0.50% | 1.02% | Q4 2017 | Q3 2023 | 21 |
ADP | AUTOMATIC DATA PROCESS... | 11 | 10 | 0.11% | 0.32% | 0.59% | Q4 2017 | Q3 2023 | 21 |
SBUX | STARBUCKS CORP | 11 | 1 | 0.06% | 0.27% | 0.47% | Q4 2017 | Q3 2023 | 21 |
NVDA | NVIDIA CORPORATION | 12 | 9 | 0.07% | 0.15% | 0.41% | Q2 2018 | Q3 2023 | 21 |
CMCSA | COMCAST CORP NEW | 12 | 1 | 0.09% | 0.13% | 0.19% | Q1 2018 | Q3 2023 | 21 |
D | DOMINION ENERGY INC | 11 | 10 | 0.06% | 0.12% | 0.24% | Q4 2017 | Q1 2023 | 21 |
VGK | VANGUARD INTL EQUITY I... | 11 | 3 | 0.06% | 0.11% | 0.25% | Q4 2017 | Q2 2023 | 21 |
CORP | PIMCO ETF TR | 11 | 9 | 0.08% | 0.29% | 0.70% | Q4 2017 | Q4 2022 | 20 |
IBDQ | ISHARES TR | 10 | 10 | 0.08% | 0.10% | 0.15% | Q1 2018 | Q1 2023 | 20 |
TMO | THERMO FISHER SCIENTIF... | 12 | 8 | 0.06% | 0.10% | 0.15% | Q3 2018 | Q3 2023 | 20 |
VV | VANGUARD INDEX FDS | 12 | 7 | 0.44% | 0.67% | 1.00% | Q4 2018 | Q3 2023 | 19 |
MBB | ISHARES TR | 12 | 7 | 0.08% | 0.61% | 1.55% | Q4 2018 | Q3 2023 | 19 |
FTC | FIRST TRUST LRGCP GWT ... | 12 | 7 | 0.07% | 0.16% | 0.48% | Q4 2018 | Q3 2023 | 19 |
IYR | ISHARES TR | 12 | 7 | 0.06% | 0.11% | 0.17% | Q4 2018 | Q3 2023 | 19 |
MDT | MEDTRONIC PLC | 9 | 3 | 0.07% | 0.10% | 0.13% | Q2 2018 | Q3 2023 | 19 |
PGX | INVESCO EXCH TRADED FD... | 9 | 5 | 0.04% | 0.09% | 0.24% | Q2 2018 | Q3 2023 | 19 |
LYG | LLOYDS BANKING GROUP PLC | 12 | 7 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 19 |
IXN | ISHARES TR | 12 | 6 | 0.17% | 0.66% | 1.29% | Q1 2019 | Q3 2023 | 18 |
SCHF | SCHWAB STRATEGIC TR | 11 | 7 | 0.12% | 0.52% | 1.06% | Q4 2017 | Q2 2022 | 18 |
IGSB | ISHARES TR | 9 | 9 | 0.10% | 0.51% | 1.43% | Q2 2018 | Q4 2022 | 18 |
ITOT | ISHARES TR | 12 | 6 | 0.20% | 0.43% | 1.13% | Q1 2019 | Q3 2023 | 18 |
MTUM | ISHARES TR | 12 | 6 | 0.12% | 0.33% | 0.90% | Q1 2019 | Q3 2023 | 18 |
BND | VANGUARD BD INDEX FDS | 11 | 7 | 0.08% | 0.19% | 0.38% | Q4 2017 | Q2 2022 | 18 |
UNH | UNITEDHEALTH GROUP INC | 12 | 6 | 0.09% | 0.15% | 0.22% | Q1 2019 | Q3 2023 | 18 |
RMI | RIVERNORTH OPPORTUNIST... | 12 | 6 | 0.10% | 0.15% | 0.21% | Q1 2019 | Q3 2023 | 18 |
IBDN | ISHARES TR | 10 | 8 | 0.09% | 0.12% | 0.16% | Q1 2018 | Q3 2022 | 18 |
TXN | TEXAS INSTRS INC | 12 | 6 | 0.07% | 0.11% | 0.15% | Q1 2019 | Q3 2023 | 18 |
NFLX | NETFLIX INC | 9 | 1 | 0.06% | 0.11% | 0.16% | Q2 2018 | Q3 2023 | 18 |
ACN | ACCENTURE PLC IRELAND | 12 | 6 | 0.06% | 0.09% | 0.12% | Q1 2019 | Q3 2023 | 18 |
BIV | VANGUARD BD INDEX FDS | 7 | 5 | 0.05% | 0.08% | 0.23% | Q4 2018 | Q3 2023 | 18 |
GS | GOLDMAN SACHS GROUP INC | 12 | 1 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q3 2023 | 18 |
IHIT | INVESCO HIG INCM 2023 ... | 12 | 6 | 0.05% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 18 |
JHAA | NUVEEN HIGH INCOME 202... | 12 | 6 | 0.05% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 18 |
AXU | ALEXCO RESOURCE CORP | 11 | 7 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 18 |
GOVT | ISHARES TR | 12 | 5 | 0.37% | 1.72% | 2.86% | Q2 2019 | Q3 2023 | 17 |
MUB | ISHARES TR | 12 | 5 | 0.38% | 0.90% | 1.30% | Q2 2019 | Q3 2023 | 17 |
FEX | FIRST TR LRGE CP CORE ... | 11 | 6 | 0.11% | 0.85% | 1.51% | Q4 2017 | Q1 2022 | 17 |
SCHX | SCHWAB STRATEGIC TR | 11 | 6 | 0.09% | 0.69% | 2.21% | Q4 2017 | Q1 2022 | 17 |
LQD | ISHARES TR | 6 | 1 | 0.09% | 0.68% | 2.55% | Q4 2017 | Q3 2023 | 17 |
IWM | ISHARES TR | 11 | 6 | 0.06% | 0.49% | 0.90% | Q4 2017 | Q1 2022 | 17 |
MDLZ | MONDELEZ INTL INC | 11 | 6 | 0.06% | 0.44% | 0.73% | Q4 2017 | Q1 2022 | 17 |
MRK | MERCK & CO. INC | 11 | 2 | 0.06% | 0.38% | 0.65% | Q4 2017 | Q3 2023 | 17 |
SCHA | SCHWAB STRATEGIC TR | 11 | 6 | 0.08% | 0.31% | 0.60% | Q4 2017 | Q1 2022 | 17 |
SHOP | SHOPIFY INC | 12 | 5 | 0.12% | 0.27% | 0.54% | Q2 2019 | Q3 2023 | 17 |
SCHE | SCHWAB STRATEGIC TR | 11 | 6 | 0.07% | 0.26% | 0.64% | Q4 2017 | Q1 2022 | 17 |
GSLC | GOLDMAN SACHS ETF TR | 11 | 6 | 0.06% | 0.25% | 0.60% | Q4 2017 | Q1 2022 | 17 |
LLY | LILLY ELI & CO | 12 | 5 | 0.06% | 0.12% | 0.24% | Q2 2019 | Q3 2023 | 17 |
FTEC | FIDELITY COVINGTON TRUST | 11 | 6 | 0.09% | 0.12% | 0.15% | Q4 2017 | Q1 2022 | 17 |
LAMR | LAMAR ADVERTISING CO NEW | 12 | 1 | 0.05% | 0.11% | 0.19% | Q4 2017 | Q3 2023 | 17 |
IWP | ISHARES TR | 11 | 6 | 0.06% | 0.09% | 0.15% | Q4 2017 | Q1 2022 | 17 |
PWZ | INVESCO EXCH TRADED FD... | 7 | 4 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q3 2023 | 17 |
ABBV | ABBVIE INC | 11 | 2 | 0.06% | 0.64% | 1.08% | Q4 2017 | Q3 2023 | 16 |
TLT | ISHARES TR | 12 | 4 | 0.10% | 0.23% | 0.80% | Q3 2019 | Q3 2023 | 16 |
ILCV | ISHARES TR | 11 | 5 | 0.06% | 0.22% | 0.47% | Q4 2017 | Q4 2021 | 16 |
SUB | ISHARES TR | 12 | 4 | 0.10% | 0.16% | 0.30% | Q3 2019 | Q3 2023 | 16 |
QUAL | ISHARES TR | 12 | 3 | 0.21% | 1.05% | 3.95% | Q4 2019 | Q3 2023 | 15 |
SDOG | ALPS ETF TR | 11 | 4 | 0.04% | 0.22% | 0.42% | Q1 2019 | Q3 2023 | 15 |
IWB | ISHARES TR | 12 | 1 | 0.05% | 0.17% | 0.34% | Q3 2019 | Q3 2023 | 15 |
IBM | INTERNATIONAL BUSINESS... | 6 | 1 | 0.06% | 0.13% | 0.30% | Q4 2017 | Q3 2023 | 15 |
MMM | 3M CO | 11 | 4 | 0.06% | 0.13% | 0.19% | Q4 2017 | Q3 2021 | 15 |
IYG | ISHARES TR | 9 | 1 | 0.06% | 0.12% | 0.24% | Q4 2017 | Q4 2021 | 15 |
AMT | AMERICAN TOWER CORP NEW | 9 | 1 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q4 2021 | 15 |
ESGU | ISHARES TR | 12 | 2 | 0.99% | 4.71% | 6.59% | Q1 2020 | Q3 2023 | 14 |
ESGE | ISHARES INC | 12 | 2 | 0.25% | 1.01% | 1.77% | Q1 2020 | Q3 2023 | 14 |
IEMG | ISHARES INC | 5 | 1 | 0.07% | 0.44% | 1.19% | Q2 2018 | Q3 2023 | 14 |
FNX | FIRST TR MID CAP CORE ... | 11 | 3 | 0.06% | 0.38% | 0.60% | Q4 2017 | Q2 2021 | 14 |
SCHM | SCHWAB STRATEGIC TR | 11 | 3 | 0.06% | 0.34% | 0.77% | Q4 2017 | Q2 2021 | 14 |
TLH | ISHARES TR | 8 | 6 | 0.06% | 0.24% | 0.57% | Q4 2018 | Q3 2023 | 14 |
VDE | VANGUARD WORLD FDS | 12 | 2 | 0.05% | 0.21% | 0.63% | Q1 2020 | Q3 2023 | 14 |
IVW | ISHARES TR | 9 | 2 | 0.06% | 0.19% | 0.83% | Q2 2018 | Q3 2023 | 14 |
LGLV | SPDR SER TR | 12 | 2 | 0.08% | 0.18% | 0.22% | Q1 2020 | Q3 2023 | 14 |
IBDM | ISHARES TR | 10 | 4 | 0.09% | 0.12% | 0.16% | Q1 2018 | Q3 2021 | 14 |
LMT | LOCKHEED MARTIN CORP | 12 | 2 | 0.05% | 0.11% | 0.22% | Q3 2019 | Q3 2023 | 14 |
BABA | ALIBABA GROUP HLDG LTD | 7 | 7 | 0.06% | 0.10% | 0.18% | Q4 2018 | Q2 2022 | 14 |
SIZE | ISHARES TR | 12 | 2 | 0.05% | 0.08% | 0.31% | Q1 2020 | Q3 2023 | 14 |
EFL | EATON VANCE FLTNG RATE... | 8 | 6 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q3 2022 | 14 |
HPQ | HP INC | 9 | 1 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q4 2021 | 14 |
VHT | VANGUARD WORLD FDS | 12 | 1 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 14 |
BCRX | BIOCRYST PHARMACEUTICA... | 12 | 2 | 0.01% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 14 |
EFG | ISHARES TR | 12 | 1 | 1.53% | 2.21% | 3.26% | Q2 2020 | Q3 2023 | 13 |
EFV | ISHARES TR | 11 | 2 | 0.09% | 1.49% | 2.74% | Q4 2017 | Q3 2023 | 13 |
VLUE | ISHARES TR | 12 | 1 | 0.24% | 0.90% | 1.58% | Q2 2020 | Q3 2023 | 13 |
EPD | ENTERPRISE PRODS PARTN... | 11 | 2 | 0.06% | 0.87% | 1.32% | Q4 2017 | Q2 2023 | 13 |
VNQ | VANGUARD INDEX FDS | 11 | 2 | 0.05% | 0.44% | 0.78% | Q4 2017 | Q1 2021 | 13 |
IHI | ISHARES TR | 12 | 1 | 0.08% | 0.42% | 0.98% | Q2 2020 | Q3 2023 | 13 |
FYX | FIRST TR SML CP CORE A... | 11 | 2 | 0.15% | 0.39% | 0.78% | Q4 2017 | Q1 2021 | 13 |
IWD | ISHARES TR | 11 | 2 | 0.19% | 0.35% | 0.45% | Q4 2017 | Q1 2021 | 13 |
FTA | FIRST TR LRG CP VL ALP... | 11 | 2 | 0.20% | 0.31% | 0.44% | Q4 2017 | Q1 2021 | 13 |
EFA | ISHARES TR | 11 | 2 | 0.07% | 0.26% | 0.79% | Q4 2017 | Q1 2021 | 13 |
FLOT | ISHARES TR | 7 | 6 | 0.07% | 0.23% | 0.40% | Q2 2018 | Q3 2023 | 13 |
IWO | ISHARES TR | 11 | 2 | 0.11% | 0.17% | 0.25% | Q4 2017 | Q1 2021 | 13 |
BSCO | INVESCO EXCH TRD SLF I... | 12 | 1 | 0.12% | 0.17% | 0.25% | Q2 2020 | Q3 2023 | 13 |
BSCP | INVESCO EXCH TRD SLF I... | 12 | 1 | 0.12% | 0.17% | 0.25% | Q2 2020 | Q3 2023 | 13 |
BSCN | INVESCO EXCH TRD SLF I... | 12 | 1 | 0.12% | 0.17% | 0.24% | Q2 2020 | Q3 2023 | 13 |
BSCQ | INVESCO EXCH TRD SLF I... | 12 | 1 | 0.12% | 0.16% | 0.25% | Q2 2020 | Q3 2023 | 13 |
BSCR | INVESCO EXCH TRD SLF I... | 12 | 1 | 0.12% | 0.15% | 0.24% | Q2 2020 | Q3 2023 | 13 |
KMB | KIMBERLY-CLARK CORP | 9 | 4 | 0.06% | 0.13% | 0.16% | Q2 2018 | Q3 2021 | 13 |
IDU | ISHARES TR | 10 | 3 | 0.07% | 0.13% | 0.25% | Q4 2017 | Q4 2022 | 13 |
VTI | VANGUARD INDEX FDS | 7 | 2 | 0.06% | 0.11% | 0.16% | Q2 2018 | Q3 2023 | 13 |
IWN | ISHARES TR | 11 | 2 | 0.05% | 0.10% | 0.15% | Q4 2017 | Q1 2021 | 13 |
XLV | SELECT SECTOR SPDR TR | 11 | 2 | 0.05% | 0.10% | 0.13% | Q4 2017 | Q1 2021 | 13 |
SCHW | THE CHARLES SCHWAB COR... | 12 | 1 | 0.05% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 13 |
GIS | GENERAL MLS INC | 9 | 1 | 0.06% | 0.08% | 0.11% | Q4 2017 | Q2 2021 | 13 |
NID | NUVEEN INTER DURATION ... | 9 | 4 | 0.06% | 0.08% | 0.09% | Q3 2019 | Q4 2022 | 13 |
MUC | BLACKROCK MUNIHLDNGS C... | 11 | 2 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q1 2021 | 13 |
MYC | BLACKROCK MUNIYIELD CA... | 11 | 2 | 0.04% | 0.05% | 0.09% | Q4 2017 | Q1 2021 | 13 |
PPT | PUTNAM PREMIER INCOME TR | 11 | 2 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2021 | 13 |
OEF | ISHARES TR | 8 | 4 | 0.09% | 0.49% | 1.00% | Q4 2017 | Q3 2023 | 12 |
SYV | SSGA ACTIVE ETF TR | 11 | 1 | 0.28% | 0.45% | 0.58% | Q4 2017 | Q4 2020 | 12 |
BDX | BECTON DICKINSON & CO | 11 | 1 | 0.07% | 0.41% | 0.49% | Q4 2017 | Q2 2022 | 12 |
RPG | INVESCO EXCHANGE TRADE... | 9 | 3 | 0.06% | 0.38% | 0.48% | Q2 2018 | Q2 2021 | 12 |
TGT | TARGET CORP | 9 | 3 | 0.11% | 0.16% | 0.34% | Q2 2018 | Q2 2021 | 12 |
FFEB | FIRST TR EXCHNG TRADED... | 6 | 2 | 0.11% | 0.16% | 0.25% | Q1 2020 | Q3 2023 | 12 |
PHYS | SPROTT PHYSICAL GOLD TR | 12 | 12 | 0.05% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 12 |
VFC | V F CORP | 9 | 3 | 0.07% | 0.14% | 0.26% | Q2 2018 | Q2 2021 | 12 |
ACWV | ISHARES INC | 11 | 1 | 0.06% | 0.12% | 0.14% | Q4 2017 | Q4 2020 | 12 |
ALLE | ALLEGION PUB LTD CO | 9 | 3 | 0.09% | 0.10% | 0.13% | Q2 2018 | Q2 2021 | 12 |
IBDT | ISHARES TR | 12 | 12 | 0.07% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
IBDS | ISHARES TR | 12 | 12 | 0.07% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
IBDR | ISHARES TR | 12 | 12 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
FLO | FLOWERS FOODS INC | 9 | 3 | 0.06% | 0.09% | 0.16% | Q2 2018 | Q2 2021 | 12 |
TJX | TJX COS INC NEW | 5 | 1 | 0.05% | 0.08% | 0.14% | Q1 2019 | Q3 2023 | 12 |
CVS | CVS HEALTH CORP | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
JCO | NUVEEN CR OPPORTUNITIE... | 6 | 6 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q1 2022 | 12 |
DCF | BNY MELLON ALCENTRA GL... | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
THM | INTERNATIONAL TOWER HI... | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
IUSB | ISHARES TR | 11 | 11 | 0.99% | 2.22% | 3.14% | Q1 2021 | Q3 2023 | 11 |
SPLG | SPDR SER TR | 11 | 11 | 0.05% | 1.17% | 4.21% | Q1 2021 | Q3 2023 | 11 |
SPGI | S&P GLOBAL INC | 11 | 11 | 0.84% | 0.90% | 1.00% | Q4 2017 | Q2 2020 | 11 |
VTIP | VANGUARD MALVERN FDS | 11 | 11 | 0.24% | 0.89% | 1.35% | Q1 2021 | Q3 2023 | 11 |
WBA | WALGREENS BOOTS ALLIAN... | 11 | 11 | 0.34% | 0.67% | 1.00% | Q4 2017 | Q2 2020 | 11 |
K | KELLOGG CO | 11 | 11 | 0.32% | 0.44% | 0.59% | Q4 2017 | Q2 2020 | 11 |
SHYG | ISHARES TR | 5 | 2 | 0.06% | 0.37% | 0.90% | Q1 2020 | Q3 2023 | 11 |
CHTR | CHARTER COMMUNICATIONS... | 11 | 11 | 0.25% | 0.27% | 0.32% | Q4 2017 | Q2 2020 | 11 |
PSX | PHILLIPS 66 | 11 | 11 | 0.14% | 0.27% | 0.38% | Q4 2017 | Q2 2020 | 11 |
FDX | FEDEX CORP | 11 | 11 | 0.14% | 0.26% | 0.45% | Q4 2017 | Q2 2020 | 11 |
XLNX | XILINX INC | 11 | 11 | 0.20% | 0.25% | 0.35% | Q4 2017 | Q2 2020 | 11 |
EEM | ISHARES TR | 5 | 1 | 0.06% | 0.25% | 0.48% | Q4 2017 | Q3 2023 | 11 |
KHC | KRAFT HEINZ CO | 11 | 11 | 0.10% | 0.21% | 0.44% | Q4 2017 | Q2 2020 | 11 |
ITW | ILLINOIS TOOL WKS INC | 11 | 11 | 0.17% | 0.21% | 0.29% | Q4 2017 | Q2 2020 | 11 |
PYPL | PAYPAL HLDGS INC | 6 | 5 | 0.09% | 0.14% | 0.21% | Q1 2019 | Q4 2021 | 11 |
FJUL | FIRST TR EXCHNG TRADED... | 9 | 2 | 0.10% | 0.14% | 0.16% | Q4 2020 | Q3 2023 | 11 |
LMBS | FIRST TR EXCHANGE-TRAD... | 9 | 2 | 0.05% | 0.13% | 0.17% | Q2 2018 | Q1 2021 | 11 |
PSLV | SPROTT PHYSICAL SILVER TR | 11 | 11 | 0.10% | 0.13% | 0.15% | Q1 2021 | Q3 2023 | 11 |
DBEU | DBX ETF TR | 9 | 1 | 0.05% | 0.12% | 0.21% | Q4 2017 | Q2 2021 | 11 |
QCOM | QUALCOMM INC | 5 | 3 | 0.06% | 0.11% | 0.16% | Q2 2018 | Q2 2021 | 11 |
BR | BROADRIDGE FINL SOLUTI... | 11 | 11 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q2 2020 | 11 |
CAH | CARDINAL HEALTH INC | 9 | 2 | 0.05% | 0.09% | 0.16% | Q2 2018 | Q1 2021 | 11 |
NKE | NIKE INC | 6 | 2 | 0.05% | 0.08% | 0.11% | Q1 2019 | Q1 2022 | 11 |
SPBO | SPDR SER TR | 6 | 2 | 0.05% | 0.07% | 0.12% | Q4 2017 | Q2 2021 | 11 |
SYY | SYSCO CORP | 9 | 2 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q1 2021 | 11 |
CBH | VIRTUS CONVERTIBLE & I... | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
NLY | ANNALY CAP MGMT INC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2020 | 11 |
GIM | TEMPLETON GLOBAL INCOM... | 11 | 11 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q2 2020 | 11 |
DFAS | DIMENSIONAL ETF TRUST | 10 | 10 | 0.57% | 0.65% | 0.72% | Q2 2021 | Q3 2023 | 10 |
TIP | ISHARES TR | 9 | 1 | 0.05% | 0.40% | 0.92% | Q1 2021 | Q3 2023 | 10 |
FALN | ISHARES TR | 10 | 10 | 0.13% | 0.38% | 0.77% | Q1 2021 | Q2 2023 | 10 |
IYE | ISHARES TR | 10 | 10 | 0.12% | 0.36% | 0.77% | Q2 2021 | Q3 2023 | 10 |
WABC | WESTAMERICA BANCORPORA... | 10 | 10 | 0.25% | 0.34% | 0.41% | Q2 2021 | Q3 2023 | 10 |
NEAR | ISHARES US ETF TR | 5 | 1 | 0.07% | 0.34% | 0.66% | Q1 2019 | Q4 2021 | 10 |
IBDL | ISHARES TR | 10 | 10 | 0.10% | 0.16% | 0.21% | Q1 2018 | Q2 2020 | 10 |
UTX | UNITED TECHNOLOGIES CORP | 10 | 10 | 0.07% | 0.14% | 0.18% | Q4 2017 | Q1 2020 | 10 |
BX | BLACKSTONE INC | 10 | 10 | 0.08% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 10 |
UNP | UNION PACIFIC CORP | 4 | 1 | 0.05% | 0.10% | 0.16% | Q4 2017 | Q1 2022 | 10 |
JHB | NUVEEN HIGH INCOME NOV... | 6 | 4 | 0.08% | 0.09% | 0.11% | Q1 2019 | Q3 2021 | 10 |
AIA | ISHARES TR | 6 | 4 | 0.08% | 0.09% | 0.11% | Q3 2019 | Q1 2022 | 10 |
FIV | FIRST TR SR FLOATING R... | 6 | 4 | 0.07% | 0.08% | 0.10% | Q1 2019 | Q3 2021 | 10 |
SRC | SPIRIT RLTY CAP INC NEW | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
AMLP | ALPS ETF TR | 10 | 10 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q1 2020 | 10 |
BGIO | BLACKROCK 2022 GLOBAL ... | 6 | 4 | 0.04% | 0.06% | 0.06% | Q1 2019 | Q3 2021 | 10 |
BITF | BITFARMS LTD | 10 | 10 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
HUT | HUT 8 MNG CORP | 10 | 10 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 10 |
AGG | ISHARES TR | 9 | 9 | 0.06% | 0.48% | 0.86% | Q3 2021 | Q3 2023 | 9 |
TOTL | SSGA ACTIVE ETF TR | 9 | 9 | 0.13% | 0.42% | 0.72% | Q4 2017 | Q4 2019 | 9 |
YJUN | FIRST TR EXCHNG TRADED... | 9 | 9 | 0.15% | 0.20% | 0.26% | Q3 2021 | Q3 2023 | 9 |
BSCM | INVESCO EXCH TRD SLF I... | 8 | 1 | 0.12% | 0.17% | 0.23% | Q2 2020 | Q3 2022 | 9 |
FTCS | FIRST TR NASDAQ-100 TE... | 4 | 2 | 0.06% | 0.15% | 0.30% | Q1 2020 | Q3 2023 | 9 |
SPGM | SPDR INDEX SHS FDS | 9 | 9 | 0.07% | 0.15% | 0.20% | Q4 2017 | Q4 2019 | 9 |
DJUL | FIRST TR EXCHNG TRADED... | 9 | 9 | 0.14% | 0.14% | 0.15% | Q3 2021 | Q3 2023 | 9 |
QJUN | FIRST TR EXCHNG TRADED... | 9 | 9 | 0.14% | 0.14% | 0.15% | Q3 2021 | Q3 2023 | 9 |
IDLV | INVESCO EXCH TRADED FD... | 9 | 9 | 0.07% | 0.13% | 0.18% | Q2 2018 | Q2 2020 | 9 |
EIX | EDISON INTL | 9 | 9 | 0.06% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 9 |
SO | SOUTHERN CO | 9 | 9 | 0.07% | 0.10% | 0.14% | Q4 2017 | Q4 2019 | 9 |
WDIV | SPDR INDEX SHS FDS | 9 | 9 | 0.07% | 0.09% | 0.13% | Q4 2017 | Q4 2019 | 9 |
BIP | BROOKFIELD INFRAST PAR... | 9 | 9 | 0.07% | 0.09% | 0.12% | Q2 2018 | Q2 2020 | 9 |
BKNG | BOOKING HOLDINGS INC | 7 | 2 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 9 |
MUNI | PIMCO ETF TR | 7 | 2 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q1 2021 | 9 |
REM | ISHARES TR | 9 | 9 | 0.06% | 0.08% | 0.11% | Q4 2017 | Q4 2019 | 9 |
XLY | SELECT SECTOR SPDR TR | 7 | 2 | 0.04% | 0.08% | 0.09% | Q2 2018 | Q1 2021 | 9 |
IBB | ISHARES TR | 6 | 1 | 0.06% | 0.07% | 0.09% | Q3 2018 | Q1 2021 | 9 |
PH | PARKER-HANNIFIN CORP | 3 | 1 | 0.05% | 0.07% | 0.10% | Q2 2018 | Q2 2021 | 9 |
GD | GENERAL DYNAMICS CORP | 4 | 1 | 0.05% | 0.07% | 0.11% | Q2 2018 | Q2 2021 | 9 |
IVLU | ISHARES TR | 8 | 8 | 0.24% | 0.61% | 0.89% | Q4 2021 | Q3 2023 | 8 |
IRT | INDEPENDENCE RLTY TR INC | 8 | 8 | 0.21% | 0.47% | 0.86% | Q4 2021 | Q3 2023 | 8 |
SUSL | ISHARES TR | 8 | 8 | 0.10% | 0.42% | 0.54% | Q4 2021 | Q3 2023 | 8 |
TFI | SPDR SER TR | 8 | 8 | 0.08% | 0.39% | 0.77% | Q4 2021 | Q3 2023 | 8 |
FJUN | FIRST TR EXCHNG TRADED... | 4 | 1 | 0.06% | 0.34% | 1.16% | Q4 2020 | Q3 2023 | 8 |
IEF | ISHARES TR | 8 | 8 | 0.08% | 0.20% | 0.36% | Q3 2021 | Q2 2023 | 8 |
BLL | BALL CORP | 8 | 8 | 0.09% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 8 |
IVE | ISHARES TR | 5 | 3 | 0.06% | 0.10% | 0.13% | Q4 2018 | Q3 2022 | 8 |
IWS | ISHARES TR | 6 | 2 | 0.08% | 0.09% | 0.11% | Q1 2019 | Q1 2021 | 8 |
OMC | OMNICOM GROUP INC | 8 | 8 | 0.06% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
XLU | SELECT SECTOR SPDR TR | 5 | 1 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q1 2022 | 8 |
IQV | IQVIA HLDGS INC | 7 | 1 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q2 2023 | 8 |
DOC | PHYSICIANS RLTY TR | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q3 2019 | 8 |
MTCH | MATCH GROUP INC NEW | 7 | 7 | 1.24% | 1.72% | 2.20% | Q4 2020 | Q2 2022 | 7 |
STX | SEAGATE TECHNOLOGY PLC | 7 | 7 | 0.38% | 0.50% | 0.68% | Q4 2017 | Q2 2019 | 7 |
IGIB | ISHARES TR | 5 | 2 | 0.05% | 0.42% | 0.96% | Q2 2019 | Q1 2021 | 7 |
IR | INGERSOLL-RAND PLC | 7 | 7 | 0.39% | 0.40% | 0.42% | Q2 2018 | Q4 2019 | 7 |
COMT | ISHARES U S ETF TR | 7 | 7 | 0.18% | 0.32% | 0.54% | Q2 2021 | Q4 2022 | 7 |
PJAN | INNOVATOR ETFS TR | 7 | 7 | 0.14% | 0.26% | 0.30% | Q1 2022 | Q3 2023 | 7 |
IWC | ISHARES TR | 7 | 7 | 0.12% | 0.18% | 0.25% | Q4 2017 | Q2 2019 | 7 |
IJAN | INNOVATOR ETFS TR | 7 | 7 | 0.10% | 0.18% | 0.27% | Q1 2022 | Q3 2023 | 7 |
VBR | VANGUARD INDEX FDS | 5 | 2 | 0.07% | 0.16% | 0.23% | Q4 2017 | Q1 2021 | 7 |
FDM | FIRST TR DJS MICROCAP ... | 7 | 7 | 0.11% | 0.14% | 0.16% | Q4 2017 | Q2 2019 | 7 |
SQ | SQUARE INC | 6 | 1 | 0.06% | 0.14% | 0.22% | Q2 2020 | Q1 2022 | 7 |
SPEU | SPDR INDEX SHS FDS | 7 | 7 | 0.09% | 0.14% | 0.17% | Q4 2017 | Q2 2019 | 7 |
EJAN | INNOVATOR ETFS TR | 7 | 7 | 0.06% | 0.13% | 0.23% | Q1 2022 | Q3 2023 | 7 |
NEE | NEXTERA ENERGY INC | 3 | 1 | 0.07% | 0.13% | 0.22% | Q2 2018 | Q2 2021 | 7 |
IJUL | INNOVATOR ETFS TR | 7 | 7 | 0.07% | 0.13% | 0.40% | Q1 2022 | Q3 2023 | 7 |
ARKK | ARK ETF TR | 7 | 7 | 0.07% | 0.13% | 0.19% | Q4 2020 | Q2 2022 | 7 |
PMAR | INNOVATOR ETFS TR | 7 | 7 | 0.10% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 7 |
SLB | SCHLUMBERGER LTD | 7 | 7 | 0.06% | 0.12% | 0.17% | Q4 2017 | Q2 2019 | 7 |
PFEB | INNOVATOR ETFS TR | 7 | 7 | 0.10% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
HSBC | HSBC HLDGS PLC | 7 | 7 | 0.06% | 0.08% | 0.11% | Q4 2017 | Q2 2019 | 7 |
UTG | REAVES UTIL INCOME FD | 6 | 1 | 0.06% | 0.07% | 0.09% | Q4 2017 | Q4 2019 | 7 |
HFRO | HIGHLAND INCOME FUND | 4 | 1 | 0.03% | 0.07% | 0.16% | Q4 2017 | Q1 2021 | 7 |
ABC | AMERISOURCEBERGEN CORP | 6 | 1 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q2 2023 | 7 |
KOCT | INNOVATOR ETFS TR | 7 | 7 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
PHB | INVESCO EXCHNG TRADED ... | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q4 2019 | 7 |
FE | FIRSTENERGY CORP | 4 | 1 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q1 2022 | 7 |
NAD | NUVEEN QUALITY MUNCP I... | 4 | 1 | 0.04% | 0.07% | 0.17% | Q4 2017 | Q1 2021 | 7 |
QQQX | NUVEEN NASDAQ 100 DYNA... | 6 | 1 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q2 2023 | 7 |
IWV | ISHARES TR | 4 | 1 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q1 2021 | 7 |
CBH | ALLIANZGI CONV & INCM ... | 6 | 1 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q4 2020 | 7 |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.62% | 0.71% | 0.78% | Q2 2022 | Q3 2023 | 6 | |
UJUN | INNOVATOR ETFS TR | 6 | 6 | 0.17% | 0.44% | 0.53% | Q2 2022 | Q3 2023 | 6 |
DAPR | FIRST TR EXCHNG TRADED... | 6 | 6 | 0.14% | 0.42% | 0.51% | Q2 2022 | Q3 2023 | 6 |
IEV | ISHARES TR | 6 | 6 | 0.15% | 0.42% | 0.48% | Q2 2022 | Q3 2023 | 6 |
IFRA | ISHARES TR | 6 | 6 | 0.25% | 0.30% | 0.35% | Q2 2022 | Q3 2023 | 6 |
PJUN | INNOVATOR ETFS TR | 6 | 6 | 0.19% | 0.21% | 0.22% | Q2 2022 | Q3 2023 | 6 |
EMB | ISHARES TR | 3 | 3 | 0.10% | 0.17% | 0.26% | Q3 2019 | Q3 2023 | 6 |
NAPR | INNOVATOR ETFS TR | 6 | 6 | 0.12% | 0.14% | 0.16% | Q2 2022 | Q3 2023 | 6 |
DGRW | WISDOMTREE TR | 6 | 6 | 0.08% | 0.14% | 0.34% | Q4 2018 | Q1 2020 | 6 |
HFRO | HIGHLAND INCOME FUND | 6 | 6 | 0.11% | 0.14% | 0.17% | Q1 2018 | Q2 2019 | 6 |
APD | AIR PRODS & CHEMS INC | 6 | 6 | 0.10% | 0.13% | 0.15% | Q2 2022 | Q3 2023 | 6 |
O | REALTY INCOME CORP | 6 | 6 | 0.07% | 0.12% | 0.15% | Q4 2017 | Q1 2019 | 6 |
GPC | GENUINE PARTS CO | 6 | 6 | 0.08% | 0.11% | 0.12% | Q2 2022 | Q3 2023 | 6 |
VGSH | VANGUARD SCOTTSDALE FDS | 6 | 6 | 0.09% | 0.11% | 0.12% | Q4 2017 | Q1 2019 | 6 |
IBDK | ISHARES TR | 6 | 6 | 0.08% | 0.10% | 0.12% | Q1 2018 | Q2 2019 | 6 |
WMB | WILLIAMS COS INC | 6 | 6 | 0.07% | 0.10% | 0.11% | Q1 2022 | Q2 2023 | 6 |
VTR | VENTAS INC | 4 | 2 | 0.07% | 0.09% | 0.13% | Q4 2017 | Q2 2019 | 6 |
WELL | WELLTOWER INC | 4 | 2 | 0.06% | 0.09% | 0.13% | Q4 2017 | Q2 2019 | 6 |
WTMF | WISDOMTREE TR | 6 | 6 | 0.07% | 0.09% | 0.10% | Q4 2017 | Q1 2019 | 6 |
CMI | CUMMINS INC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q2 2021 | 6 |
GLD | SPDR GOLD TR | 5 | 1 | 0.06% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 6 |
PMAY | INNOVATOR ETFS TR | 6 | 6 | 0.08% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
NAD | NUVEEN QUALITY MUNCP I... | 6 | 6 | 0.05% | 0.08% | 0.17% | Q1 2018 | Q2 2019 | 6 |
COP | CONOCOPHILLIPS | 4 | 2 | 0.05% | 0.07% | 0.11% | Q1 2020 | Q3 2021 | 6 |
SGOL | ABERDEEN STD GOLD ETF TR | 5 | 1 | 0.06% | 0.06% | 0.07% | Q2 2019 | Q4 2020 | 6 |
FAUG | FIRST TR EXCHNG TRADED... | 3 | 1 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 6 |
EBAY | EBAY INC. | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
KMI | KINDER MORGAN INC DEL | 4 | 1 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q1 2023 | 6 |
IYW | ISHARES TR | 5 | 5 | 0.07% | 0.92% | 1.73% | Q3 2022 | Q3 2023 | 5 |
KOR | CORVUS GOLD INC | 5 | 5 | 0.32% | 0.59% | 0.81% | Q4 2020 | Q4 2021 | 5 |
EEMV | ISHARES INC | 5 | 5 | 0.06% | 0.56% | 1.01% | Q2 2022 | Q2 2023 | 5 |
TT | TRANE TECHNOLOGIES PLC | 3 | 2 | 0.25% | 0.37% | 0.57% | Q1 2020 | Q2 2021 | 5 |
IXG | ISHARES TR | 5 | 5 | 0.14% | 0.29% | 0.44% | Q2 2021 | Q2 2022 | 5 |
NJAN | INNOVATOR ETFS TR | 5 | 5 | 0.22% | 0.25% | 0.27% | Q1 2022 | Q1 2023 | 5 |
NOCT | INNOVATOR ETFS TR | 5 | 5 | 0.19% | 0.25% | 0.29% | Q1 2022 | Q1 2023 | 5 |
CPRT | COPART INC | 5 | 5 | 0.20% | 0.22% | 0.25% | Q2 2018 | Q2 2019 | 5 |
FMK | FIRST TR EXCNGE TRD AL... | 5 | 5 | 0.15% | 0.16% | 0.19% | Q4 2018 | Q4 2019 | 5 |
COWZ | PACER FDS TR | 5 | 5 | 0.12% | 0.16% | 0.19% | Q3 2022 | Q3 2023 | 5 |
EWEM | INVESCO EXCHNG TRADED ... | 5 | 5 | 0.11% | 0.15% | 0.18% | Q2 2018 | Q2 2019 | 5 |
BSCL | INVESCO EXCH TRD SLF I... | 4 | 1 | 0.12% | 0.14% | 0.17% | Q2 2020 | Q3 2021 | 5 |
DFEB | FIRST TR EXCHNG TRADED... | 4 | 1 | 0.07% | 0.14% | 0.20% | Q2 2020 | Q3 2021 | 5 |
QQEW | FIRST TR NAS100 EQ WEI... | 3 | 2 | 0.06% | 0.13% | 0.18% | Q1 2020 | Q2 2021 | 5 |
EMR | EMERSON ELEC CO | 5 | 5 | 0.08% | 0.11% | 0.13% | Q4 2017 | Q4 2018 | 5 |
XLE | SELECT SECTOR SPDR TR | 2 | 1 | 0.09% | 0.11% | 0.14% | Q1 2020 | Q4 2022 | 5 |
VGIT | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.08% | 0.09% | 0.11% | Q1 2019 | Q1 2020 | 5 |
IR | INGERSOLL RAND INC | 3 | 2 | 0.07% | 0.09% | 0.13% | Q1 2020 | Q2 2021 | 5 |
ADM | ARCHER DANIELS MIDLAND CO | 3 | 2 | 0.04% | 0.09% | 0.13% | Q2 2018 | Q2 2021 | 5 |
CDK | CDK GLOBAL INC | 4 | 1 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q1 2019 | 5 |
MSA | MSA SAFETY INC | 4 | 1 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q1 2019 | 5 |
FRI | FIRST TR S&P REIT INDE... | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q4 2019 | 5 |
ALK | ALASKA AIR GROUP INC | 4 | 1 | 0.05% | 0.08% | 0.09% | Q2 2020 | Q3 2021 | 5 |
C | CITIGROUP INC | 4 | 1 | 0.07% | 0.07% | 0.08% | Q3 2018 | Q4 2019 | 5 |
CLX | CLOROX CO DEL | 3 | 1 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q2 2021 | 5 |
AMLP | ALPS ETF TR | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
CPB | CAMPBELL SOUP CO | 4 | 1 | 0.05% | 0.06% | 0.09% | Q4 2017 | Q2 2020 | 5 |
AAPL | APPLE INC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q1 2018 | Q4 2019 | 5 |
PX | PRAXAIR INC | 4 | 4 | 0.58% | 0.61% | 0.65% | Q4 2017 | Q3 2018 | 4 |
GE | GENERAL ELECTRIC CO | 4 | 4 | 0.34% | 0.48% | 0.63% | Q4 2017 | Q3 2018 | 4 |
XSOE | WISDOMTREE TR | 3 | 1 | 0.08% | 0.36% | 0.58% | Q3 2022 | Q3 2023 | 4 |
PXD | PIONEER NAT RES CO | 4 | 4 | 0.23% | 0.25% | 0.26% | Q4 2017 | Q3 2018 | 4 |
QTEC | FIRST TRUST PORTFOLIOS LP | 2 | 2 | 0.10% | 0.17% | 0.28% | Q1 2020 | Q1 2021 | 4 |
DAUG | FIRST TR EXCHNG TRADED... | 4 | 4 | 0.15% | 0.16% | 0.17% | Q3 2022 | Q2 2023 | 4 |
UAUG | INNOVATOR ETFS TR | 4 | 4 | 0.15% | 0.16% | 0.17% | Q3 2022 | Q2 2023 | 4 |
IJT | ISHARES TR | 3 | 1 | 0.07% | 0.15% | 0.24% | Q1 2022 | Q1 2023 | 4 |
SCHG | SCHWAB STRATEGIC TR | 3 | 1 | 0.05% | 0.15% | 0.33% | Q4 2018 | Q4 2019 | 4 |
GNL | GLOBAL NET LEASE INC | 4 | 4 | 0.08% | 0.14% | 0.18% | Q4 2017 | Q3 2018 | 4 |
IGM | ISHARES TR | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
DFAU | DIMENSIONAL ETF TRUST | 4 | 4 | 0.12% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
IDV | ISHARES TR | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2017 | Q3 2018 | 4 |
FVD | FIRST TR VALUE LINE DI... | 2 | 2 | 0.08% | 0.12% | 0.13% | Q1 2020 | Q1 2021 | 4 |
EQT | EQT CORP | 4 | 4 | 0.08% | 0.11% | 0.13% | Q4 2017 | Q3 2018 | 4 |
FIS | FIDELITY NATL INFORMAT... | 3 | 1 | 0.06% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 4 |
DFAI | DIMENSIONAL ETF TRUST | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
CL | COLGATE PALMOLIVE CO | 3 | 1 | 0.08% | 0.10% | 0.11% | Q4 2017 | Q4 2018 | 4 |
PSEP | INNOVATOR ETFS TR | 4 | 4 | 0.09% | 0.10% | 0.10% | Q3 2022 | Q2 2023 | 4 |
CMDY | ISHARES U S ETF TR | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q4 2022 | 4 |
BA | BOEING CO | 4 | 4 | 0.05% | 0.09% | 0.22% | Q1 2018 | Q4 2018 | 4 |
AEP | AMERICAN ELEC PWR INC | 3 | 1 | 0.06% | 0.09% | 0.19% | Q4 2017 | Q4 2019 | 4 |
FXL | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.07% | 0.09% | 0.11% | Q1 2020 | Q1 2021 | 4 |
TFC | TRUIST FINL CORP | 4 | 4 | 0.07% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
SKYY | FIRST TR EXCHANGE TRAD... | 3 | 1 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q2 2021 | 4 |
KJAN | INNOVATOR ETFS TR | 3 | 1 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 4 |
DOCU | DOCUSIGN INC | 3 | 1 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q2 2021 | 4 |
IGF | ISHARES TR | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
LBTYK | LIBERTY GLOBAL PLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q4 2019 | 4 |
HBI | HANESBRANDS INC | 2 | 2 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2022 | 4 |
IYH | ISHARES TR | 3 | 1 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 4 |
AAPL | APPLE INC | 1 | 1 | 0.00% | 2.01% | 6.01% | Q4 2019 | Q3 2021 | 3 |
EMGF | ISHARES INC | 3 | 3 | 0.19% | 0.25% | 0.32% | Q1 2023 | Q3 2023 | 3 |
ICVT | ISHARES TR | 3 | 3 | 0.21% | 0.23% | 0.25% | Q2 2022 | Q4 2022 | 3 |
ISTB | ISHARES TR | 3 | 3 | 0.06% | 0.23% | 0.54% | Q3 2019 | Q1 2020 | 3 |
IJS | ISHARES TR | 2 | 1 | 0.06% | 0.20% | 0.48% | Q4 2020 | Q2 2022 | 3 |
RYT | INVESCO EXCHANGE TRADE... | 3 | 3 | 0.10% | 0.16% | 0.28% | Q3 2019 | Q1 2020 | 3 |
UDEC | INNOVATOR ETFS TR | 3 | 3 | 0.15% | 0.15% | 0.16% | Q4 2022 | Q2 2023 | 3 |
ICSH | ISHARES TR | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2019 | Q2 2020 | 3 |
STIP | ISHARES TR | 3 | 3 | 0.09% | 0.12% | 0.18% | Q1 2022 | Q3 2022 | 3 |
POCT | INNOVATOR ETFS TR | 3 | 3 | 0.08% | 0.11% | 0.13% | Q3 2022 | Q1 2023 | 3 |
PDEC | INNOVATOR ETFS TR | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
IBDH | ISHARES TR | 3 | 3 | 0.10% | 0.10% | 0.12% | Q1 2018 | Q3 2018 | 3 |
MEAR | ISHARES US ETF TR | 3 | 3 | 0.09% | 0.10% | 0.11% | Q3 2019 | Q1 2020 | 3 |
FNY | FIRST TR EXCHANGE-TRAD... | 2 | 1 | 0.08% | 0.10% | 0.11% | Q2 2020 | Q1 2021 | 3 |
IFV | FIRST TR EXCHANGE TRAD... | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2018 | Q3 2018 | 3 |
FBT | FIRST TR NASDAQ-100 TE... | 2 | 1 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q1 2021 | 3 |
MMP | MAGELLAN MIDSTREAM PRT... | 2 | 1 | 0.07% | 0.09% | 0.10% | Q2 2018 | Q1 2023 | 3 |
HAL | HALLIBURTON CO | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2017 | Q2 2018 | 3 |
FDN | FIRST TR NASDAQ-100 TE... | 2 | 1 | 0.08% | 0.08% | 0.09% | Q2 2020 | Q1 2021 | 3 |
CB | CHUBB LIMITED | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2019 | Q3 2019 | 3 |
LAND | GLADSTONE LD CORP | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q2 2022 | 3 |
IBHA | ISHARES TR | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q2 2021 | 3 |
ARKG | ARK ETF TR | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2021 | 3 |
USIG | ISHARES TR | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q2 2021 | 3 |
ANTM | ELEVANCE HEALTH INC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 3 |
UBER | UBER TECHNOLOGIES INC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q2 2021 | 3 |
FDT | FIRST TR EXCH TRD ALPH... | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2019 | Q3 2019 | 3 |
DHR | DANAHER CORPORATION | 2 | 1 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q1 2021 | 3 |
YDEC | FIRST TR EXCHNG TRADED... | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
PAUG | INNOVATOR ETFS TR | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
UL | UNILEVER PLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
RTX | RAYTHEON TECHNOLOGIES ... | 2 | 1 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q1 2021 | 3 |
IGLB | ISHARES TR | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q1 2021 | 3 |
SMARTRENT INC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q1 2022 | 3 | |
TSLA | TESLA INC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 3 |
HVBT | HIVE BLOCKCHAIN TECHNL... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
NAK | NORTHERN DYNASTY MINER... | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q1 2021 | 3 |
NMTR | 9 METERS BIOPHARMA INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 3 |
QQQ | POWERSHARES QQQ TRUST | 2 | 2 | 1.79% | 1.83% | 1.87% | Q4 2017 | Q1 2018 | 2 |
BEN | FRANKLIN RES INC | 2 | 2 | 1.22% | 1.24% | 1.27% | Q1 2019 | Q2 2019 | 2 |
QQQ | INVESCO QQQ TR | 2 | 2 | 0.00% | 1.08% | 2.15% | Q3 2020 | Q4 2020 | 2 |
MTCH | MATCH GROUP INC | 2 | 2 | 0.79% | 0.85% | 0.91% | Q1 2020 | Q2 2020 | 2 |
MSFT | MICROSOFT CORP | 1 | 1 | 0.00% | 0.70% | 1.40% | Q3 2020 | Q2 2021 | 2 |
NJUL | INNOVATOR ETFS TR | 2 | 2 | 0.49% | 0.50% | 0.51% | Q2 2023 | Q3 2023 | 2 |
MAR | MARRIOTT INTL INC NEW | 2 | 2 | 0.43% | 0.45% | 0.47% | Q2 2023 | Q3 2023 | 2 |
FSEP | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.37% | 0.38% | 0.38% | Q4 2020 | Q1 2021 | 2 |
RDSA | ROYAL DUTCH SHELL PLC | 2 | 2 | 0.26% | 0.30% | 0.34% | Q1 2020 | Q2 2020 | 2 |
PGX | POWERSHARES ETF TR II | 2 | 2 | 0.29% | 0.30% | 0.31% | Q4 2017 | Q1 2018 | 2 |
IDLV | POWERSHARES ETF TR II | 2 | 2 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q1 2018 | 2 |
PJUL | INNOVATOR ETFS TR | 2 | 2 | 0.06% | 0.20% | 0.33% | Q2 2023 | Q3 2023 | 2 |
PEAKSTONE REALTY TRUST | 2 | 2 | 0.15% | 0.18% | 0.21% | Q2 2023 | Q3 2023 | 2 | |
FXN | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2020 | Q2 2020 | 2 |
TSCO | TRACTOR SUPPLY CO | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q2 2019 | 2 |
LNT | ALLIANT ENERGY CORP | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2017 | Q1 2018 | 2 |
NSC | NORFOLK SOUTHERN CORP | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2019 | Q2 2019 | 2 |
NWE | NORTHWESTERN CORP | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q3 2018 | 2 |
VOD | VODAFONE GROUP PLC NEW | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2017 | Q1 2018 | 2 |
FYC | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q2 2020 | 2 |
PHB | POWERSHARES ETF TR II | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2017 | Q1 2018 | 2 |
BAB | POWERSHARES ETF TR II | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2017 | Q1 2018 | 2 |
LDEM | ISHARES TR | 2 | 2 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q1 2022 | 2 |
MTD | METTLER TOLEDO INTERNA... | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2019 | Q2 2019 | 2 |
FLRN | SPDR SER TR | 2 | 2 | 0.08% | 0.09% | 0.11% | Q3 2018 | Q4 2018 | 2 |
DJAN | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q2 2021 | 2 |
BBT | BB&T CORP | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
FYT | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2020 | Q2 2020 | 2 |
GNMA | ISHARES TR | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
FIRST TR EXCHNG TRADED... | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 | |
DISCK | DISCOVERY INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q2 2019 | 2 |
BIDU | BAIDU INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q3 2018 | 2 |
MHK | MOHAWK INDS INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q2 2019 | 2 |
IBDP | ISHARES TR | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q3 2018 | 2 |
QDEC | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
KMX | CARMAX INC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q2 2022 | 2 |
VEU | VANGUARD INTL EQUITY I... | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
FIRST TR EXCHNG TRADED... | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 | |
SCHP | SCHWAB STRATEGIC TR | 1 | 1 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 2 |
LIN | LINDE PLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q2 2019 | 2 |
NID | NUVEEN INTER DURATION ... | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q2 2019 | 2 |
ECL | ECOLAB INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q2 2019 | 2 |
BP | BP PLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q3 2019 | Q4 2019 | 2 |
SHM | SPDR SER TR | 1 | 1 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q2 2023 | 2 |
LHX | L3HARRIS TECHNOLOGIES INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
FEZ | SPDR INDEX SHS FDS | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
FIRST TR EXCHNG TRADED... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 | |
DFAT | DIMENSIONAL ETF TRUST | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
XLK | SELECT SECTOR SPDR TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q4 2020 | 2 |
BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 0.00% | 0.06% | 0.11% | Q3 2020 | Q3 2021 | 2 |
TTD | THE TRADE DESK INC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 2 |
MCHI | ISHARES TR | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
TSM | TAIWAN SEMICONDUCTOR M... | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 2 |
SCHV | SCHWAB STRATEGIC TR | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 2 |
NVS | NOVARTIS AG | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
FOCT | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
FXH | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
WM | WASTE MGMT INC DEL | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
COTY | COTY INC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q4 2020 | 2 |
HOV | HOVNANIAN ENTERPRISES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
ONVO | ORGANOVO HLDGS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
IVV | ISHARES TR | 1 | 1 | 7.87% | 7.87% | 7.87% | Q3 2020 | Q3 2020 | 1 |
ESGU | ISHARES TR | 1 | 1 | 4.12% | 4.12% | 4.12% | Q3 2020 | Q3 2020 | 1 |
LQD | ISHARES TR | 1 | 1 | 2.55% | 2.55% | 2.55% | Q3 2020 | Q3 2020 | 1 |
VOO | VANGUARD INDEX FDS | 1 | 1 | 2.45% | 2.45% | 2.45% | Q3 2020 | Q3 2020 | 1 |
GOVT | ISHARES TR | 1 | 1 | 2.25% | 2.25% | 2.25% | Q3 2020 | Q3 2020 | 1 |
SPY | SPDR S&P 500 ETF TR | 1 | 1 | 2.08% | 2.08% | 2.08% | Q3 2020 | Q3 2020 | 1 |
MGK | VANGUARD WORLD FD | 1 | 1 | 1.94% | 1.94% | 1.94% | Q3 2020 | Q3 2020 | 1 |
EFG | ISHARES TR | 1 | 1 | 1.87% | 1.87% | 1.87% | Q3 2020 | Q3 2020 | 1 |
VCIT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 1.61% | 1.61% | 1.61% | Q3 2020 | Q3 2020 | 1 |
PFF | ISHARES TR | 1 | 1 | 1.59% | 1.59% | 1.59% | Q3 2020 | Q3 2020 | 1 |
VO | VANGUARD INDEX FDS | 1 | 1 | 1.56% | 1.56% | 1.56% | Q3 2020 | Q3 2020 | 1 |
ESGE | ISHARES INC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q3 2020 | Q3 2020 | 1 |
IGSB | ISHARES TR | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2020 | Q3 2020 | 1 |
MUB | ISHARES TR | 1 | 1 | 1.40% | 1.40% | 1.40% | Q3 2020 | Q3 2020 | 1 |
UPS | UNITED PARCEL SERVICE INC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2020 | Q3 2020 | 1 |
FJUN | FIRST TR EXCHNG TRADED... | 1 | 1 | 1.26% | 1.26% | 1.26% | Q3 2020 | Q3 2020 | 1 |
USMV | ISHARES TR | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2020 | Q3 2020 | 1 |
GBIL | GOLDMAN SACHS ETF TR | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2020 | Q3 2020 | 1 |
HYG | ISHARES TR | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2020 | Q3 2020 | 1 |
VYM | VANGUARD WHITEHALL FDS | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2020 | Q3 2020 | 1 |
VLUE | ISHARES TR | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2020 | Q3 2020 | 1 |
IXN | ISHARES TR | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2020 | Q3 2020 | 1 |
TFLO | ISHARES TR | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2023 | Q3 2023 | 1 |
AMZN | AMAZON COM INC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2020 | Q3 2020 | 1 |
VEA | VANGUARD TAX-MANAGED I... | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2020 | Q3 2020 | 1 |
MTCH | MATCH GROUP INC NEW | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2020 | Q3 2020 | 1 |
VB | VANGUARD INDEX FDS | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2020 | Q3 2020 | 1 |
IHI | ISHARES TR | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2020 | Q3 2020 | 1 |
SCHZ | SCHWAB STRATEGIC TR | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2020 | Q3 2020 | 1 |
SHYG | ISHARES TR | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2020 | Q3 2020 | 1 |
FEX | FIRST TR LRGE CP CORE ... | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2020 | Q3 2020 | 1 |
VV | VANGUARD INDEX FDS | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2020 | Q3 2020 | 1 |
VTV | VANGUARD INDEX FDS | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2020 | Q3 2020 | 1 |
IJR | ISHARES TR | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2020 | Q3 2020 | 1 |
NEAR | ISHARES U S ETF TR | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2020 | Q3 2020 | 1 |
VDC | VANGUARD WORLD FDS | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2020 | Q3 2020 | 1 |
BRKB | BERKSHIRE HATHAWAY INC... | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2020 | Q3 2020 | 1 |
IEFA | ISHARES TR | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2020 | Q3 2020 | 1 |
TSLA | TESLA INC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2020 | Q3 2020 | 1 |
DIS | DISNEY WALT CO | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2020 | Q3 2020 | 1 |
VUG | VANGUARD INDEX FDS | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2020 | Q3 2020 | 1 |
COST | COSTCO WHSL CORP NEW | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2020 | Q3 2020 | 1 |
FTC | FIRST TRUST LRGCP GWT ... | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2020 | Q3 2020 | 1 |
ITOT | ISHARES TR | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2020 | Q3 2020 | 1 |
JNJ | JOHNSON & JOHNSON | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2020 | Q3 2020 | 1 |
GOOGL | ALPHABET INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2020 | Q3 2020 | 1 |
VWO | VANGUARD INTL EQUITY I... | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2020 | Q3 2020 | 1 |
SCHX | SCHWAB STRATEGIC TR | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2020 | Q3 2020 | 1 |
VZ | VERIZON COMMUNICATIONS... | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2020 | Q3 2020 | 1 |
RPG | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2020 | Q3 2020 | 1 |
FB | FACEBOOK INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2020 | Q3 2020 | 1 |
AMGN | AMGEN INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2020 | Q3 2020 | 1 |
SCHD | SCHWAB STRATEGIC TR | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2020 | Q3 2020 | 1 |
LOW | LOWES COS INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2020 | Q3 2020 | 1 |
VCSH | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2020 | Q3 2020 | 1 |
TT | TRANE TECHNOLOGIES PLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2020 | Q3 2020 | 1 |
SHOP | SHOPIFY INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2020 | Q3 2020 | 1 |
FTCS | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2020 | Q3 2020 | 1 |
DVY | ISHARES TR | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2020 | Q3 2020 | 1 |
IYG | ISHARES TR | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2020 | Q3 2020 | 1 |
KJUL | INNOVATOR ETFS TR | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
GOOG | ALPHABET INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2020 | Q3 2020 | 1 |
RPG | RYDEX ETF TRUST | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2017 | Q4 2017 | 1 |
VTEB | VANGUARD MUN BD FDS | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2020 | Q3 2020 | 1 |
WFC | WELLS FARGO CO NEW | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2020 | Q3 2020 | 1 |
PFE | PFIZER INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2020 | Q3 2020 | 1 |
EJUL | INNOVATOR ETFS TR | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
FTA | FIRST TR LRG CP VL ALP... | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2020 | Q3 2020 | 1 |
SYV | SSGA ACTIVE ETF TR | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2020 | Q3 2020 | 1 |
SBUX | STARBUCKS CORP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2020 | Q3 2020 | 1 |
ABT | ABBOTT LABS | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2020 | Q3 2020 | 1 |
HD | HOME DEPOT INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2020 | Q3 2020 | 1 |
TLT | ISHARES TR | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2020 | Q3 2020 | 1 |
INNOVATOR ETFS TR | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 | |
JPM | JPMORGAN CHASE & CO | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2020 | Q3 2020 | 1 |
V | VISA INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2020 | Q3 2020 | 1 |
SCHF | SCHWAB STRATEGIC TR | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2020 | Q3 2020 | 1 |
DIA | SPDR DOW JONES INDL AV... | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2020 | Q3 2020 | 1 |
VIG | VANGUARD SPECIALIZED F... | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2020 | Q3 2020 | 1 |
IWM | ISHARES TR | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2020 | Q3 2020 | 1 |
T | AT&T INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2020 | Q3 2020 | 1 |
FNX | FIRST TR MID CAP CORE ... | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2020 | Q3 2020 | 1 |
MCD | MCDONALDS CORP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q3 2020 | 1 |
FFEB | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
QUAL | ISHARES TR | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
DFEB | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
IBDL | ISHARES TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
IWD | ISHARES TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
PG | PROCTER AND GAMBLE CO | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
QTEC | FIRST TR NASDAQ 100 TE... | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
RDSA | ROYAL DUTCH SHELL PLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
CORP | PIMCO ETF TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
SCHB | SCHWAB STRATEGIC TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
IBDL | ISHARES TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q4 2017 | 1 |
IWX | ISHARES TR | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
TGT | TARGET CORP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
AXP | AMERICAN EXPRESS CO | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
QQEW | FIRST TR NAS100 EQ WEI... | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
INTC | INTEL CORP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
WPM | WHEATON PRECIOUS METAL... | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
MO | ALTRIA GROUP INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
BMY | BRISTOL-MYERS SQUIBB CO | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
PM | PHILIP MORRIS INTL INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
ABBV | ABBVIE INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
BNDX | VANGUARD CHARLOTTE FDS | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
CVX | CHEVRON CORP NEW | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
SCHA | SCHWAB STRATEGIC TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
BSCO | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
BSCQ | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
BSCR | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
BSCP | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
BSCN | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
WMT | WALMART INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
BSCM | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
BSCL | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
PYPL | PAYPAL HLDGS INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
KO | COCA COLA CO | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
IBDN | ISHARES TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
XLE | SELECT SECTOR SPDR TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
FYX | FIRST TR SML CP CORE A... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
IWF | ISHARES TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
EWEM | RYDEX ETF TRUST | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
FVD | FIRST TR VALUE LINE DI... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
NVDA | NVIDIA CORPORATION | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
BSCK | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
SQ | SQUARE INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
FNV | FRANCO NEV CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
LMBS | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
SUB | ISHARES TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
MTUM | ISHARES TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
XOM | EXXON MOBIL CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
IBDM | ISHARES TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
CMCSA | COMCAST CORP NEW | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
MA | MASTERCARD INCORPORATED | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
BA | BOEING CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
GBF | ISHARES TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
IBM | INTERNATIONAL BUSINESS... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
PEP | PEPSICO INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
BSCK | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
SCHM | SCHWAB STRATEGIC TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
FTEC | FIDELITY COVINGTON TRUST | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
IWO | ISHARES TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
SCHE | SCHWAB STRATEGIC TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
COIN | COINBASE GLOBAL INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
BND | VANGUARD BD INDEX FDS | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
CSCO | CISCO SYS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
KMB | KIMBERLY CLARK CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
SPLV | INVESCO EXCHNG TRADED ... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
QCOM | QUALCOMM INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
IBDN | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
BSCJ | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
MMM | 3M CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
UNH | UNITEDHEALTH GROUP INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
IJH | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
ICSH | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
IBDK | ISHARES TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
IVW | ISHARES TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
AIA | ISHARES TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
IBDH | ISHARES TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
BLK | BLACKROCK INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
FJUL | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
IBDQ | ISHARES TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
RMI | RIVERNORTH OPPORTUNIST... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
IWP | ISHARES TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
TXN | TEXAS INSTRS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
IBDQ | ISHARES TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
F | FORD MTR CO DEL | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
BAC | BK OF AMERICA CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
ACWV | ISHARES INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
HON | HONEYWELL INTL INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
IBDO | ISHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
IBDO | ISHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
ENB | ENBRIDGE INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
D | DOMINION ENERGY INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
MDT | MEDTRONIC PLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
FNY | FIRST TR EXCH TRD ALPH... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
FBT | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
FXL | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
CMP | COMPASS MINERALS INTL INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
IBDM | ISHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
ORCL | ORACLE CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
HYMB | SPDR SER TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
GSK PLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 | |
LGLV | SPDR SER TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
IYR | ISHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
NFLX | NETFLIX INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
NEE | NEXTERA ENERGY INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
HEDJ | WISDOMTREE TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
MDLZ | MONDELEZ INTL INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
MRK | MERCK & CO. INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
DWDP | DOWDUPONT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
FDN | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
JHB | NUVEEN CORPORATE INCM ... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
IBB | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
ALLE | ALLEGION PLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
NOC | NORTHROP GRUMMAN CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
IR | INGERSOLL RAND INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
IWS | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
VFC | V F CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
HDV | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
MPLX | MPLX LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
DFJ | WISDOMTREE TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
DCF | DREYFUS ALCENTRA GBL C... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
EWI | ISHARES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
EFA | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
DUK | DUKE ENERGY CORP NEW | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
GSLC | GOLDMAN SACHS ETF TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
GIS | GENERAL MLS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
TMO | THERMO FISHER SCIENTIF... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
SKYY | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
XLU | SELECT SECTOR SPDR TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
MDYV | SPDR SER TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
MBB | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
COTY | COTY INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
CLX | CLOROX CO DEL | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
EFL | EATON VANCE FLOATING R... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
USIG | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
IBDT | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
FIV | FIRST TR SR FLOATING R... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
FLO | FLOWERS FOODS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
MUNI | PIMCO ETF TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
LLY | LILLY ELI & CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
SLQD | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
DHR | DANAHER CORPORATION | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
DOCU | DOCUSIGN INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
SGOL | ABERDEEN STD GOLD ETF TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
ACN | ACCENTURE PLC IRELAND | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
ILCV | ISHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
FTSL | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
CWB | SPDR SER TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
SCHR | SCHWAB STRATEGIC TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
FDL | FIRST TR MORNINGSTAR D... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
ADX | ADAMS DIVERSIFIED EQUI... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
NID | NUVEEN INTER DURATION ... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
SVM | SILVERCORP METALS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
FDEC | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
OKE | ONEOK INC NEW | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
AG | FIRST MAJESTIC SILVER ... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
KBWB | INVESCO EXCH TRADED FD... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
XM | QUALTRICS INTL INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
AMT | AMERICAN TOWER CORP NEW | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
VMBS | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
NKE | NIKE INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
MARA | MARATHON DIGITAL HOLDI... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
ROKU | ROKU INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
IHIT | INVESCO HIGH INCOME 20... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
SCHP | SCHWAB STRATEGIC TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
FWAA | FIFTH WALL ACQUISITION... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
ARKK | ARK ETF TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
RTX | RAYTHEON TECHNOLOGIES ... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
BIV | VANGUARD BD INDEX FDS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
FSM | FORTUNA SILVER MINES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
IBDR | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
XLK | SELECT SECTOR SPDR TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
ACWI | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
ORCC | OWL ROCK CAPITAL CORPO... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
IWB | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
PGX | INVESCO EXCH TRADED FD... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
RBLX | ROBLOX CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
IGIB | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
GS | GOLDMAN SACHS GROUP INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
RIOT | RIOT BLOCKCHAIN INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
CAH | CARDINAL HEALTH INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
FNOV | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
JHAA | NUVEEN CORPORATE INCOM... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
IWV | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
BIP | BROOKFIELD INFRAST PAR... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
SRE | SEMPRA ENERGY | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
VNQ | VANGUARD INDEX FDS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
IGLB | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
NVS | NOVARTIS AG | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
GD | GENERAL DYNAMICS CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
SPBO | SPDR SER TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
SLV | ISHARES SILVER TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
CMI | CUMMINS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
VMBS | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
PH | PARKER-HANNIFIN CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
BKNG | BOOKING HOLDINGS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
VGK | VANGUARD INTL EQUITY I... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
UNP | UNION PAC CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
PWZ | INVESCO EXCH TRADED FD... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
AZN | ASTRAZENECA PLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
SIZE | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
JCO | NUVEEN CR OPPORTUNITIE... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
HPQ | HP INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
ALK | ALASKA AIR GROUP INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
VHT | VANGUARD WORLD FDS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
JWN | NORDSTROM INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
COP | CONOCOPHILLIPS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
AMAT | APPLIED MATLS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
BGIO | BLACKROCK 2022 GBL INC... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
XLV | SELECT SECTOR SPDR TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
EPC | EDGEWELL PERS CARE CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
IWN | ISHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
WM | WASTE MGMT INC DEL | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
CAVA GROUP INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 | |
ED | CONSOLIDATED EDISON INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
DCF | BNY MELLON ALCENTRA GL... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
ZM | ZOOM VIDEO COMMUNICATI... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
SLV | ISHARES SILVER TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
XLY | SELECT SECTOR SPDR TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
PLUG | PLUG POWER INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
MUC | BLACKROCK MUNIHLDNGS C... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
CGBD | TCG BDC INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
SPLK | SPLUNK INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
LRCX | LAM RESEARCH CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
NAD | NUVEEN QUALITY MUNCP I... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
ZG | ZILLOW GROUP INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
CBH | ALLIANZGI CONV & INCM ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
CAT | CATERPILLAR INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
HQL | TEKLA LIFE SCIENCES INVS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
THM | INTERNATIONAL TOWER HI... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
ED | CONSOLIDATED EDISON INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
ARKF | ARK ETF TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
MYC | BLACKROCK MUNIYIELD CA... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
BTTGY | BT GROUP PLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
ET | ENERGY TRANSFER L P | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
HFRO | HIGHLAND INCOME FD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
HYT | BLACKROCK CORPOR HI YL... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
NIO | NIO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
PSEC | PROSPECT CAP CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
AXU | ALEXCO RESOURCE CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
PPT | PUTNAM PREMIER INCOME TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
GIM | TEMPLETON GLOBAL INCOM... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
LYG | LLOYDS BANKING GROUP PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BCRX | BIOCRYST PHARMACEUTICA... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
DHF | BNY MELLON HIGH YIELD ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
FSK | FS KKR CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
NMTR | 9 METERS BIOPHARMA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
ESS TECH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
NR | NEWPARK RES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CVS | CVS HEALTH CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WFC | WELLS FARGO CO NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FB | FACEBOOK INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ORCL | ORACLE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
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The securities at the top of the list , including ISHARES TR, APPLE INC, and VANGUARD WORLD FD, are the highest-conviction holdings of Cypress Wealth Services, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Cypress Wealth Services, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Cypress Wealth Services, LLC owns currently or has owned in the past.