511 is the total number of securities Affiance Financial, LLC has owned. The longest Affiance Financial, LLC has owned a single stock is 36 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
XLP | SELECT SECTOR SPDR TR | 36 | 36 | 0.79% | 4.59% | 17.63% | Q4 2014 | Q3 2023 | 36 |
VTI | VANGUARD INDEX FDS | 36 | 36 | 0.31% | 4.53% | 10.20% | Q4 2014 | Q3 2023 | 36 |
VNQ | VANGUARD INDEX FDS | 36 | 36 | 1.95% | 3.99% | 8.13% | Q4 2014 | Q3 2023 | 36 |
AAPL | APPLE INC | 36 | 36 | 0.97% | 2.45% | 4.83% | Q4 2014 | Q3 2023 | 36 |
IVV | ISHARES TR | 36 | 36 | 0.51% | 2.05% | 6.73% | Q4 2014 | Q3 2023 | 36 |
VOO | VANGUARD INDEX FDS | 36 | 36 | 0.62% | 1.99% | 4.41% | Q4 2014 | Q3 2023 | 36 |
MSFT | MICROSOFT CORP | 36 | 36 | 0.24% | 1.27% | 3.30% | Q4 2014 | Q3 2023 | 36 |
MMM | 3M CO | 36 | 36 | 0.51% | 1.20% | 2.29% | Q4 2014 | Q3 2023 | 36 |
VIG | VANGUARD SPECIALIZED P... | 36 | 36 | 0.60% | 1.13% | 2.65% | Q4 2014 | Q3 2023 | 36 |
XLV | SELECT SECTOR SPDR TR | 36 | 36 | 0.39% | 1.12% | 6.75% | Q4 2014 | Q3 2023 | 36 |
JNJ | JOHNSON & JOHNSON | 36 | 36 | 0.44% | 0.94% | 1.83% | Q4 2014 | Q3 2023 | 36 |
TGT | TARGET CORP | 36 | 36 | 0.41% | 0.86% | 1.37% | Q4 2014 | Q3 2023 | 36 |
FB | META PLATFORMS INC | 36 | 36 | 0.32% | 0.85% | 1.26% | Q4 2014 | Q3 2023 | 36 |
MCD | MCDONALDS CORP | 36 | 36 | 0.64% | 0.84% | 1.14% | Q4 2014 | Q3 2023 | 36 |
UNH | UNITEDHEALTH GROUP INC | 36 | 36 | 0.33% | 0.82% | 2.22% | Q4 2014 | Q3 2023 | 36 |
GIS | GENERAL MLS INC | 36 | 36 | 0.46% | 0.79% | 1.35% | Q4 2014 | Q3 2023 | 36 |
INTC | INTEL CORP | 36 | 36 | 0.09% | 0.58% | 1.27% | Q4 2014 | Q3 2023 | 36 |
VGT | VANGUARD WORLD FDS | 36 | 36 | 0.33% | 0.58% | 0.88% | Q4 2014 | Q3 2023 | 36 |
IYW | ISHARES TR | 36 | 36 | 0.17% | 0.51% | 2.46% | Q4 2014 | Q3 2023 | 36 |
JPM | JPMORGAN CHASE & CO | 36 | 36 | 0.36% | 0.49% | 0.78% | Q4 2014 | Q3 2023 | 36 |
BRKB | BERKSHIRE HATHAWAY INC... | 36 | 36 | 0.28% | 0.42% | 0.61% | Q4 2014 | Q3 2023 | 36 |
VO | VANGUARD INDEX FDS | 36 | 36 | 0.03% | 0.39% | 1.26% | Q4 2014 | Q3 2023 | 36 |
KXI | ISHARES TR | 36 | 36 | 0.12% | 0.29% | 0.98% | Q4 2014 | Q3 2023 | 36 |
DIS | DISNEY WALT CO | 36 | 36 | 0.13% | 0.27% | 0.46% | Q4 2014 | Q3 2023 | 36 |
ABBV | ABBVIE INC | 36 | 36 | 0.18% | 0.26% | 0.61% | Q4 2014 | Q3 2023 | 36 |
PG | PROCTER & GAMBLE CO | 36 | 36 | 0.13% | 0.25% | 0.50% | Q4 2014 | Q3 2023 | 36 |
ORCL | ORACLE CORP | 36 | 36 | 0.15% | 0.24% | 0.63% | Q4 2014 | Q3 2023 | 36 |
VTV | VANGUARD INDEX FDS | 35 | 35 | 0.24% | 1.49% | 9.01% | Q1 2015 | Q3 2023 | 35 |
MDT | MEDTRONIC PLC | 35 | 35 | 0.22% | 0.51% | 1.10% | Q1 2015 | Q3 2023 | 35 |
IJH | ISHARES TR | 34 | 34 | 3.89% | 13.32% | 22.79% | Q2 2015 | Q3 2023 | 34 |
BND | VANGUARD BD INDEX FDS | 34 | 34 | 0.19% | 2.63% | 8.18% | Q2 2015 | Q3 2023 | 34 |
EFG | ISHARES TR | 34 | 34 | 0.55% | 1.45% | 4.02% | Q2 2015 | Q3 2023 | 34 |
T | AT&T INC | 34 | 34 | 0.12% | 0.24% | 0.36% | Q2 2015 | Q3 2023 | 34 |
VB | VANGUARD INDEX FDS | 33 | 33 | 0.03% | 0.28% | 0.46% | Q4 2014 | Q4 2022 | 33 |
BSV | VANGUARD BD INDEX FDS | 32 | 32 | 0.01% | 8.76% | 15.46% | Q1 2015 | Q4 2022 | 32 |
PFF | ISHARES TR | 32 | 32 | 0.02% | 1.24% | 4.15% | Q1 2015 | Q4 2022 | 32 |
GOOG | ALPHABET INC | 32 | 32 | 0.35% | 0.64% | 1.35% | Q4 2015 | Q3 2023 | 32 |
VYM | VANGUARD WHITEHALL FDS... | 31 | 1 | 0.05% | 0.39% | 0.87% | Q4 2014 | Q4 2022 | 32 |
GOOGL | ALPHABET INC | 32 | 32 | 0.18% | 0.32% | 0.56% | Q4 2015 | Q3 2023 | 32 |
NZF | NUVEEN MUNICIPAL CREDI... | 32 | 32 | 0.09% | 0.27% | 0.66% | Q4 2014 | Q3 2022 | 32 |
ABT | ABBOTT LABS | 27 | 5 | 0.16% | 0.23% | 0.45% | Q4 2014 | Q3 2023 | 32 |
IJT | ISHARES TR | 19 | 13 | 0.03% | 0.23% | 0.44% | Q4 2014 | Q4 2022 | 32 |
IJR | ISHARES TR | 31 | 31 | 0.18% | 4.18% | 10.25% | Q1 2016 | Q3 2023 | 31 |
BIV | VANGUARD BD INDEX FDS | 18 | 13 | 0.04% | 1.59% | 5.97% | Q1 2015 | Q4 2022 | 31 |
PML | PIMCO MUN INCOME FD II | 30 | 1 | 0.02% | 0.87% | 1.56% | Q4 2014 | Q4 2022 | 31 |
C | CITIGROUP INC | 30 | 1 | 0.01% | 0.38% | 0.85% | Q4 2014 | Q4 2022 | 31 |
MMU | WESTERN ASST MNGD MUN ... | 29 | 1 | 0.00% | 1.08% | 2.42% | Q4 2014 | Q4 2022 | 30 |
CAT | CATERPILLAR INC DEL | 29 | 1 | 0.00% | 0.31% | 0.54% | Q4 2014 | Q4 2022 | 30 |
XOM | EXXON MOBIL CORP | 21 | 4 | 0.08% | 0.75% | 2.32% | Q4 2014 | Q3 2023 | 29 |
EFA | ISHARES TR | 28 | 28 | 0.60% | 0.98% | 1.54% | Q4 2016 | Q3 2023 | 28 |
VDE | VANGUARD WORLD FDS | 28 | 28 | 0.00% | 0.72% | 1.42% | Q4 2015 | Q3 2022 | 28 |
PII | POLARIS INDS INC | 21 | 3 | 0.08% | 0.28% | 0.69% | Q4 2014 | Q2 2023 | 28 |
WMT | WAL-MART STORES INC | 20 | 1 | 0.04% | 0.21% | 0.56% | Q4 2014 | Q4 2022 | 28 |
AMZN | AMAZON COM INC | 27 | 27 | 0.16% | 0.57% | 1.22% | Q1 2017 | Q3 2023 | 27 |
PAYX | PAYCHEX INC | 21 | 1 | 0.02% | 0.56% | 1.01% | Q4 2014 | Q4 2022 | 27 |
VZ | VERIZON COMMUNICATIONS... | 22 | 1 | 0.10% | 0.34% | 0.63% | Q2 2015 | Q1 2023 | 27 |
VV | VANGUARD INDEX FDS | 21 | 3 | 0.01% | 0.29% | 0.62% | Q4 2014 | Q4 2022 | 27 |
UNP | UNION PACIFIC CORP | 25 | 1 | 0.14% | 0.19% | 0.36% | Q4 2014 | Q3 2023 | 26 |
BNDX | VANGUARD CHARLOTTE FDS | 24 | 1 | 0.18% | 0.54% | 0.80% | Q4 2015 | Q3 2023 | 25 |
VWO | VANGUARD INTL EQUITY I... | 19 | 6 | 0.18% | 0.44% | 0.86% | Q3 2016 | Q4 2022 | 25 |
MYD | BLACKROCK MUNIYIELD FD... | 23 | 1 | 0.00% | 1.15% | 2.24% | Q3 2016 | Q4 2022 | 24 |
NOW | SERVICENOW INC | 24 | 24 | 0.14% | 0.27% | 0.39% | Q4 2017 | Q3 2023 | 24 |
TLT | ISHARES TR | 18 | 5 | 0.13% | 0.48% | 0.95% | Q1 2015 | Q3 2023 | 23 |
IBM | INTERNATIONAL BUSINESS... | 22 | 1 | 0.03% | 0.37% | 0.71% | Q4 2014 | Q4 2022 | 23 |
VHT | VANGUARD WORLD FDS | 13 | 10 | 0.04% | 0.33% | 1.28% | Q4 2014 | Q4 2022 | 23 |
HON | HONEYWELL INTL INC | 23 | 23 | 0.17% | 0.23% | 0.28% | Q1 2018 | Q3 2023 | 23 |
RHS | INVESCO EXCHANGE TRADE... | 22 | 22 | 2.95% | 4.79% | 8.42% | Q2 2018 | Q3 2023 | 22 |
TECH | BIO-TECHNE CORP | 22 | 22 | 0.77% | 1.11% | 1.45% | Q2 2018 | Q3 2023 | 22 |
MO | ALTRIA GROUP INC | 21 | 1 | 0.01% | 0.33% | 0.58% | Q4 2014 | Q4 2022 | 22 |
VGLT | VANGUARD SCOTTSDALE FDS | 22 | 22 | 0.19% | 0.27% | 0.39% | Q2 2018 | Q3 2023 | 22 |
KMB | KIMBERLY-CLARK CORP | 10 | 1 | 0.01% | 0.16% | 0.37% | Q4 2014 | Q4 2022 | 22 |
GAB | GABELLI EQUITY TR INC | 16 | 2 | 0.06% | 0.08% | 0.21% | Q4 2014 | Q1 2022 | 22 |
WFC | WELLS FARGO CO NEW | 20 | 1 | 0.06% | 0.31% | 0.71% | Q4 2014 | Q4 2022 | 21 |
IP | INTL PAPER CO | 16 | 1 | 0.01% | 0.25% | 0.57% | Q4 2014 | Q4 2022 | 21 |
BA | BOEING CO | 17 | 4 | 0.10% | 0.23% | 0.37% | Q1 2018 | Q3 2023 | 21 |
FFC | FLAHERTY & CRUMRIN PFD... | 16 | 1 | 0.01% | 2.43% | 4.99% | Q1 2015 | Q4 2022 | 20 |
JPST | JP MORGAN EXCHANGE TRA... | 20 | 20 | 0.12% | 1.72% | 3.77% | Q4 2018 | Q3 2023 | 20 |
VEA | VANGUARD TAX-MANAGED I... | 17 | 1 | 0.02% | 0.37% | 0.90% | Q1 2016 | Q4 2022 | 20 |
XLU | SELECT SECTOR SPDR TR | 13 | 7 | 0.03% | 0.25% | 0.96% | Q4 2014 | Q4 2022 | 20 |
NOC | NORTHROP GRUMMAN CORP | 11 | 2 | 0.10% | 0.14% | 0.21% | Q4 2017 | Q3 2023 | 20 |
LLY | LILLY ELI & CO | 17 | 2 | 0.12% | 0.23% | 0.50% | Q4 2018 | Q3 2023 | 19 |
ECL | ECOLAB INC | 15 | 4 | 0.06% | 0.19% | 0.30% | Q3 2018 | Q3 2023 | 19 |
PGF | INVESCO EXCHANGE TRADE... | 19 | 19 | 0.05% | 0.14% | 0.36% | Q2 2018 | Q4 2022 | 19 |
MUH | BLACKROCK MUNIHLDGS FD... | 18 | 18 | 0.09% | 2.08% | 4.67% | Q4 2014 | Q1 2019 | 18 |
MMP | MAGELLAN MIDSTREAM PRT... | 9 | 1 | 0.06% | 0.30% | 0.78% | Q4 2014 | Q4 2022 | 18 |
XLY | SELECT SECTOR SPDR TR | 8 | 2 | 0.00% | 0.20% | 0.73% | Q4 2014 | Q4 2022 | 18 |
GM | GENERAL MTRS CO | 16 | 1 | 0.02% | 0.38% | 0.49% | Q1 2016 | Q4 2022 | 17 |
IWD | ISHARES TR | 16 | 16 | 0.04% | 4.09% | 12.51% | Q4 2019 | Q3 2023 | 16 |
IXC | ISHARES TR | 16 | 16 | 0.01% | 1.09% | 1.92% | Q4 2019 | Q3 2023 | 16 |
VT | VANGUARD INTL EQUITY I... | 16 | 16 | 0.10% | 0.78% | 1.11% | Q4 2019 | Q3 2023 | 16 |
IWF | ISHARES TR | 16 | 16 | 0.03% | 0.42% | 2.03% | Q4 2019 | Q3 2023 | 16 |
IVOO | VANGUARD ADMIRAL FDS INC | 16 | 16 | 0.10% | 0.22% | 0.28% | Q4 2019 | Q3 2023 | 16 |
VIOO | VANGUARD ADMIRAL FDS INC | 16 | 16 | 0.10% | 0.18% | 0.21% | Q4 2019 | Q3 2023 | 16 |
IYM | ISHARES TR | 13 | 3 | 0.05% | 0.13% | 0.51% | Q4 2014 | Q4 2022 | 16 |
IYK | ISHARES TR | 16 | 16 | 0.08% | 0.11% | 0.13% | Q4 2019 | Q3 2023 | 16 |
TXMD | THERAPEUTICSMD INC | 16 | 16 | 0.00% | 0.04% | 0.12% | Q2 2018 | Q1 2022 | 16 |
BOND | PIMCO ETF TR | 15 | 15 | 0.16% | 0.37% | 0.72% | Q1 2020 | Q3 2023 | 15 |
PRU | PRUDENTIAL FINL INC | 14 | 1 | 0.14% | 0.26% | 0.40% | Q3 2018 | Q3 2023 | 15 |
PEP | PEPSICO INC | 9 | 1 | 0.06% | 0.19% | 0.36% | Q4 2014 | Q4 2022 | 15 |
TSLA | TESLA INC | 14 | 14 | 0.30% | 0.65% | 1.00% | Q2 2020 | Q3 2023 | 14 |
ESGD | ISHARES TR | 14 | 14 | 0.11% | 0.41% | 0.88% | Q2 2020 | Q3 2023 | 14 |
NEAR | ISHARES US ETF TR | 14 | 14 | 0.11% | 0.39% | 0.84% | Q2 2018 | Q3 2021 | 14 |
ESGE | ISHARES INC | 14 | 14 | 0.15% | 0.36% | 0.58% | Q2 2020 | Q3 2023 | 14 |
PMX | PIMCO MUN INCOME FD III | 13 | 1 | 0.01% | 0.28% | 0.41% | Q4 2018 | Q4 2022 | 14 |
AOR | ISHARES TR | 9 | 5 | 0.01% | 0.25% | 2.95% | Q4 2019 | Q3 2023 | 14 |
MAR | MARRIOTT INTL INC NEW | 14 | 14 | 0.16% | 0.25% | 0.37% | Q2 2020 | Q3 2023 | 14 |
DAL | DELTA AIR LINES INC DEL | 14 | 14 | 0.15% | 0.25% | 0.33% | Q2 2020 | Q3 2023 | 14 |
NBH | NEUBERGER BERMAN MUNI ... | 14 | 14 | 0.12% | 0.23% | 0.46% | Q2 2015 | Q3 2018 | 14 |
XEL | XCEL ENERGY INC | 13 | 1 | 0.11% | 0.20% | 0.26% | Q4 2019 | Q3 2023 | 14 |
DFS | DISCOVER FINL SVCS | 14 | 14 | 0.12% | 0.19% | 0.23% | Q2 2020 | Q3 2023 | 14 |
CVX | CHEVRON CORP NEW | 13 | 1 | 0.08% | 0.18% | 0.32% | Q4 2016 | Q4 2022 | 14 |
IOO | ISHARES TR | 13 | 1 | 0.04% | 0.05% | 0.10% | Q4 2019 | Q2 2023 | 14 |
IWM | ISHARES TR | 13 | 1 | 0.01% | 0.03% | 0.20% | Q4 2019 | Q2 2023 | 14 |
PGF | POWERSHARES ETF TRUST | 13 | 13 | 0.48% | 1.25% | 2.29% | Q1 2015 | Q1 2018 | 13 |
SPY | SPDR S&P 500 ETF TR | 5 | 3 | 0.11% | 0.51% | 1.36% | Q1 2015 | Q3 2023 | 13 |
APU | AMERIGAS PARTNERS L P | 13 | 13 | 0.15% | 0.35% | 0.56% | Q4 2014 | Q4 2017 | 13 |
DEO | DIAGEO PLC | 13 | 13 | 0.27% | 0.32% | 0.37% | Q3 2020 | Q3 2023 | 13 |
VTEB | VANGUARD MUN BD FDS | 13 | 13 | 0.10% | 0.30% | 0.50% | Q2 2020 | Q2 2023 | 13 |
IWP | ISHARES TR | 13 | 13 | 0.08% | 0.25% | 0.67% | Q3 2020 | Q3 2023 | 13 |
LMT | LOCKHEED MARTIN CORP | 13 | 13 | 0.12% | 0.19% | 0.25% | Q3 2020 | Q3 2023 | 13 |
VXF | VANGUARD INDEX FDS | 13 | 13 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q4 2022 | 13 |
DSI | ISHARES TR | 13 | 13 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q4 2022 | 13 |
IWB | ISHARES TR | 13 | 13 | 0.02% | 0.05% | 0.27% | Q4 2019 | Q4 2022 | 13 |
IXJ | ISHARES TR | 13 | 13 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q4 2022 | 13 |
IJK | ISHARES TR | 13 | 13 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q4 2022 | 13 |
XLG | INVESCO EXCHANGE TRADE... | 13 | 13 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2022 | 13 |
IXN | ISHARES TR | 13 | 13 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 13 |
RYT | INVESCO EXCHANGE TRADE... | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2022 | 13 |
VIS | VANGUARD WORLD FDS | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 13 |
RYH | INVESCO EXCHANGE TRADE... | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
DVY | ISHARES TR | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
MXI | ISHARES TR | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
ITA | ISHARES TR | 13 | 13 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q4 2022 | 13 |
IVW | ISHARES TR | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
VBK | VANGUARD INDEX FDS | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
QQQ | INVESCO QQQ TR | 11 | 1 | 0.12% | 0.28% | 0.62% | Q3 2020 | Q3 2023 | 12 |
EPD | ENTERPRISE PRODS PARTN... | 10 | 1 | 0.00% | 1.84% | 5.69% | Q4 2014 | Q4 2022 | 11 |
AMJ | JPMORGAN CHASE & CO | 7 | 4 | 0.01% | 0.86% | 3.17% | Q4 2014 | Q3 2020 | 11 |
SPEM | SPDR INDEX SHS FDS | 8 | 3 | 0.03% | 0.51% | 2.63% | Q4 2018 | Q3 2023 | 11 |
AOA | ISHARES TR | 9 | 2 | 0.17% | 0.23% | 0.26% | Q4 2019 | Q4 2022 | 11 |
VBR | VANGUARD INDEX FDS | 7 | 4 | 0.00% | 0.22% | 0.95% | Q4 2019 | Q3 2023 | 11 |
AOK | ISHARES TR | 9 | 2 | 0.01% | 0.20% | 2.18% | Q4 2019 | Q4 2022 | 11 |
G | GENPACT LIMITED | 9 | 1 | 0.03% | 0.15% | 0.18% | Q4 2019 | Q4 2022 | 11 |
VOE | VANGUARD INDEX FDS | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 11 |
PTON | PELOTON INTERACTIVE INC | 9 | 1 | 0.03% | 3.57% | 9.22% | Q1 2020 | Q4 2022 | 10 |
MFA | MFA FINL INC | 10 | 10 | 0.59% | 1.04% | 1.73% | Q4 2014 | Q1 2017 | 10 |
FVD | FIRST TR VALUE LINE DI... | 10 | 10 | 0.36% | 0.66% | 1.22% | Q4 2014 | Q1 2017 | 10 |
LEA | LEAR CORP | 6 | 4 | 0.16% | 0.37% | 0.77% | Q1 2015 | Q2 2018 | 10 |
KO | COCA COLA CO | 9 | 1 | 0.08% | 0.32% | 1.13% | Q4 2014 | Q4 2022 | 10 |
ACWI | ISHARES TR | 10 | 10 | 0.02% | 0.14% | 0.23% | Q3 2020 | Q4 2022 | 10 |
IVE | ISHARES TR | 5 | 5 | 0.00% | 0.08% | 0.29% | Q4 2019 | Q3 2023 | 10 |
IEMG | ISHARES INC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 10 |
SPDW | SPDR INDEX SHS FDS | 8 | 1 | 0.03% | 0.47% | 2.88% | Q4 2018 | Q4 2022 | 9 |
TEVA | TEVA PHARMACEUTICAL IN... | 9 | 9 | 0.18% | 0.39% | 0.62% | Q4 2014 | Q4 2016 | 9 |
DSL | DOUBLELINE INCOME SOLU... | 8 | 1 | 0.01% | 0.18% | 0.28% | Q2 2018 | Q4 2022 | 9 |
DHR | DANAHER CORPORATION | 5 | 1 | 0.04% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 9 |
USB | US BANCORP DEL | 5 | 1 | 0.05% | 0.11% | 0.16% | Q2 2018 | Q4 2022 | 9 |
VOX | VANGUARD WORLD FDS | 9 | 9 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q4 2021 | 9 |
SPHQ | INVESCO EXCHANGE TRADE... | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2021 | 9 |
IWN | ISHARES TR | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 9 |
VUG | VANGUARD INDEX FDS | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 9 |
SMLV | SPDR SER TR | 7 | 1 | 0.07% | 1.57% | 6.06% | Q1 2020 | Q4 2022 | 8 |
EDV | VANGUARD WORLD FD | 8 | 8 | 0.21% | 0.84% | 1.90% | Q1 2015 | Q4 2016 | 8 |
GILD | GILEAD SCIENCES INC | 7 | 1 | 0.05% | 0.35% | 0.66% | Q1 2016 | Q4 2022 | 8 |
EOI | EATON VANCE ENHANCED E... | 7 | 1 | 0.01% | 0.29% | 0.53% | Q4 2014 | Q4 2022 | 8 |
WTRG | ESSENTIAL UTILS INC | 8 | 8 | 0.15% | 0.18% | 0.23% | Q1 2020 | Q4 2021 | 8 |
AIRC | APARTMENT INCOME REIT ... | 7 | 1 | 0.06% | 0.17% | 0.23% | Q4 2020 | Q4 2022 | 8 |
AOM | ISHARES TR | 6 | 2 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2022 | 8 |
IWO | ISHARES TR | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
FXI | ISHARES TR | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
RXI | ISHARES TR | 7 | 7 | 0.02% | 1.94% | 2.42% | Q1 2021 | Q3 2022 | 7 |
EEM | ISHARES TR | 7 | 7 | 0.00% | 0.39% | 0.80% | Q1 2022 | Q3 2023 | 7 |
SPMD | SPDR SER TR | 6 | 1 | 0.02% | 0.25% | 0.62% | Q4 2018 | Q4 2022 | 7 |
BKCC | BLACKROCK CAPITAL INVE... | 7 | 7 | 0.07% | 0.19% | 0.33% | Q3 2015 | Q1 2017 | 7 |
MUB | ISHARES TR | 4 | 3 | 0.00% | 0.12% | 0.53% | Q4 2019 | Q2 2023 | 7 |
ITB | ISHARES TR | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
NS | NUSTAR ENERGY LP | 5 | 1 | 0.20% | 0.91% | 1.50% | Q4 2014 | Q2 2016 | 6 |
GLD | SPDR GOLD TRUST | 5 | 1 | 0.00% | 0.61% | 1.21% | Q4 2014 | Q4 2022 | 6 |
PRVA | PRIVIA HEALTH GROUP INC | 6 | 6 | 0.32% | 0.48% | 0.67% | Q2 2022 | Q3 2023 | 6 |
AGG | ISHARES TR | 5 | 1 | 0.00% | 0.45% | 1.27% | Q1 2020 | Q3 2023 | 6 |
RHS | RYDEX ETF TRUST | 6 | 6 | 0.17% | 0.31% | 0.43% | Q4 2015 | Q1 2017 | 6 |
DWDP | DOWDUPONT INC | 6 | 6 | 0.16% | 0.25% | 0.34% | Q3 2017 | Q4 2018 | 6 |
PSK | SPDR SERIES TRUST | 6 | 6 | 0.17% | 0.22% | 0.30% | Q3 2015 | Q4 2016 | 6 |
O | REALTY INCOME CORP | 5 | 1 | 0.03% | 0.17% | 0.23% | Q1 2016 | Q4 2022 | 6 |
IT | GARTNER INC | 5 | 1 | 0.05% | 0.12% | 0.14% | Q2 2021 | Q4 2022 | 6 |
UAL | UNITED AIRLS HLDGS INC | 3 | 1 | 0.07% | 0.10% | 0.12% | Q1 2021 | Q2 2023 | 6 |
NXPI | NXP SEMICONDUCTORS N V | 5 | 1 | 0.02% | 0.09% | 0.11% | Q1 2021 | Q4 2022 | 6 |
EVLV | EVINE LIVE INC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q2 2017 | 6 |
IWS | ISHARES TR | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 6 |
BPL | BUCKEYE PARTNERS L P | 5 | 5 | 0.26% | 0.75% | 1.18% | Q4 2014 | Q4 2015 | 5 |
HMC | HONDA MOTOR LTD | 4 | 1 | 0.00% | 0.61% | 1.25% | Q2 2015 | Q4 2022 | 5 |
MDY | SPDR S&P MIDCAP 400 ET... | 5 | 5 | 0.21% | 0.54% | 0.92% | Q1 2015 | Q1 2016 | 5 |
BP | BP PLC | 3 | 1 | 0.01% | 0.23% | 0.36% | Q4 2014 | Q4 2022 | 5 |
COST | COSTCO WHSL CORP NEW | 5 | 5 | 0.10% | 0.13% | 0.16% | Q3 2022 | Q3 2023 | 5 |
PYPL | PAYPAL HLDGS INC | 4 | 1 | 0.03% | 0.09% | 0.12% | Q4 2020 | Q4 2022 | 5 |
JAAA | JANUS DETROIT STR TR | 4 | 4 | 7.16% | 9.28% | 10.85% | Q1 2022 | Q4 2022 | 4 |
IEFA | ISHARES TR | 4 | 4 | 0.00% | 0.82% | 1.23% | Q4 2022 | Q3 2023 | 4 |
BKN | BLACKROCK INVT QUALITY... | 4 | 4 | 0.31% | 0.59% | 0.88% | Q1 2016 | Q4 2016 | 4 |
CAPITAL GROUP DIVIDEND... | 4 | 4 | 0.02% | 0.52% | 0.80% | Q4 2022 | Q3 2023 | 4 | |
XJH | ISHARES TR | 4 | 4 | 0.08% | 0.49% | 0.64% | Q4 2022 | Q3 2023 | 4 |
XLK | SELECT SECTOR SPDR TR | 4 | 4 | 0.33% | 0.48% | 0.54% | Q4 2022 | Q3 2023 | 4 |
SCHG | SCHWAB STRATEGIC TR | 4 | 4 | 0.15% | 0.27% | 0.62% | Q4 2022 | Q3 2023 | 4 |
GWX | SPDR INDEX SHS FDS | 3 | 1 | 0.02% | 0.24% | 0.59% | Q4 2018 | Q4 2019 | 4 |
CAPITAL GRP FIXED INCM... | 4 | 4 | 0.01% | 0.21% | 0.40% | Q4 2022 | Q3 2023 | 4 | |
MPW | MEDICAL PPTYS TRUST INC | 4 | 4 | 0.02% | 0.17% | 0.26% | Q4 2022 | Q3 2023 | 4 |
ARKK | ARK ETF TR | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 4 |
ARKQ | ARK ETF TR | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 4 |
PRNT | ARK ETF TR | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 4 |
ARKG | ARK ETF TR | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 4 |
HAIL | SPDR SER TR | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 4 |
GE | GENERAL ELECTRIC CO | 2 | 1 | 0.20% | 1.06% | 1.60% | Q4 2014 | Q3 2017 | 3 |
ET | ENERGY TRANSFER EQUITY... | 3 | 3 | 0.73% | 0.92% | 1.12% | Q4 2014 | Q2 2015 | 3 |
PAA | PLAINS ALL AMERN PIPEL... | 3 | 3 | 0.65% | 0.87% | 1.09% | Q4 2014 | Q2 2015 | 3 |
CEM | CLEARBRIDGE ENERGY MLP... | 3 | 3 | 0.41% | 0.59% | 0.76% | Q4 2014 | Q2 2015 | 3 |
THC | TENET HEALTHCARE CORP | 3 | 3 | 0.30% | 0.42% | 0.49% | Q1 2015 | Q3 2015 | 3 |
TYG | TORTOISE ENERGY INFRST... | 3 | 3 | 0.29% | 0.39% | 0.48% | Q1 2015 | Q3 2015 | 3 |
GFY | WESTERN ASSET VAR RT S... | 3 | 3 | 0.28% | 0.37% | 0.46% | Q4 2014 | Q2 2015 | 3 |
ICLN | ISHARES TR | 3 | 3 | 0.01% | 0.29% | 0.61% | Q3 2022 | Q1 2023 | 3 |
SEP | SPECTRA ENERGY PARTNER... | 3 | 3 | 0.17% | 0.22% | 0.27% | Q4 2015 | Q2 2016 | 3 |
WTR | AQUA AMERICA INC | 3 | 3 | 0.22% | 0.22% | 0.23% | Q2 2019 | Q4 2019 | 3 |
VNLA | JANUS DETROIT STR TR | 3 | 3 | 0.17% | 0.20% | 0.23% | Q1 2018 | Q3 2018 | 3 |
SRE | SEMPRA ENERGY | 1 | 1 | 0.07% | 0.10% | 0.11% | Q4 2019 | Q4 2022 | 3 |
V | VISA INC | 2 | 1 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 3 |
NSC | NORFOLK SOUTHN CORP | 2 | 1 | 0.09% | 0.09% | 0.10% | Q1 2021 | Q4 2021 | 3 |
ARKW | ARK ETF TR | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2021 | 3 |
PSI | INVESCO EXCHANGE TRADE... | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
SDY | SPDR SER TR | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 3 |
XAR | SPDR SER TR | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 3 |
GBF | ISHARES TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
IYE | ISHARES TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
VIOG | VANGUARD ADMIRAL FDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
WPZ | WILLIAMS PARTNERS L P NEW | 2 | 2 | 0.30% | 0.33% | 0.36% | Q1 2015 | Q2 2015 | 2 |
AIV | APARTMENT INVT & MGMT CO | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q3 2020 | 2 |
TPR | TAPESTRY INC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2018 | Q3 2018 | 2 |
HEFA | ISHARES TR | 1 | 1 | 0.01% | 0.11% | 0.21% | Q4 2015 | Q4 2019 | 2 |
MDLZ | MONDELEZ INTL INC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q3 2019 | Q4 2022 | 2 |
SUSA | ISHARES TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
STPZ | PIMCO ETF TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
PHO | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
EWX | SPDR INDEX SHS FDS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
IBB | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
ERTH | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
IGLB | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
IWX | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
PBW | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 2 |
IXUS | ISHARES TR | 1 | 1 | 2.04% | 2.04% | 2.04% | Q4 2022 | Q4 2022 | 1 |
ISCF | ISHARES TR | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2022 | Q4 2022 | 1 |
KKR | KKR & CO L P DEL | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2014 | Q4 2014 | 1 |
SPSM | SPDR SER TR | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2018 | Q4 2018 | 1 |
HYMB | SPDR SER TR | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2022 | Q4 2022 | 1 |
DDWM | WISDOMTREE TR | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2018 | Q4 2018 | 1 |
SHY | ISHARES TR | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
ESGU | ISHARES TR | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
USHY | ISHARES TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
FOX | TWENTY FIRST CENTY FOX... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2018 | Q2 2018 | 1 |
VSGX | VANGUARD WORLD FD | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
IYR | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
IPAC | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
PFE | PFIZER INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
IUSB | ISHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
NUEM | NUSHARES ETF TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
TSI | TCW STRATEGIC INCOME F... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
STLD | STEEL DYNAMICS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
VXUS | VANGUARD STAR FDS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
NFLX | NETFLIX INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
RSG | REPUBLIC SVCS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
DGX | QUEST DIAGNOSTICS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
SBUX | STARBUCKS CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
PNR | PENTAIR PLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
CMCSA | COMCAST CORP NEW | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
NUDM | NUSHARES ETF TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
NVT | NVENT ELECTRIC PLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
ADBE | ADOBE SYSTEMS INCORPOR... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
UPS | UNITED PARCEL SERVICE INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
CRM | SALESFORCE INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
BRIGHT HEALTH GROUP INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 | |
OTTR | OTTER TAIL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
XLRE | SELECT SECTOR SPDR TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
DD | DUPONT DE NEMOURS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
IAGG | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
COP | CONOCOPHILLIPS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
FMC | FMC CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
SNOW | SNOWFLAKE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
EXPD | EXPEDITORS INTL WASH INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
GGG | GRACO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
XYL | XYLEM INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CL | COLGATE PALMOLIVE CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
HUM | HUMANA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
PM | PHILIP MORRIS INTL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
KKR | KKR & CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TMO | THERMO FISHER SCIENTIF... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
IWR | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MCHP | MICROCHIP TECHNOLOGY INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
PSX | PHILLIPS 66 | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CLX | CLOROX CO DEL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
DCI | DONALDSON INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
FDX | FEDEX CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
HTLF | HEARTLAND FINL USA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
NUBD | NUSHARES ETF TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MHD | BLACKROCK MUNIHOLDINGS... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ALE | ALLETE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MTB | M & T BK CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DLR | DIGITAL RLTY TR INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FFTY | INNOVATOR ETFS TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AMT | AMERICAN TOWER CORP NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AJG | GALLAGHER ARTHUR J & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
EAGG | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PNC | PNC FINL SVCS GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ETR | ENTERGY CORP NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
EXC | EXELON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CAPITAL GROUP GROWTH ETF | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 | |
CNP | CENTERPOINT ENERGY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ELMD | ELECTROMED INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WGO | WINNEBAGO INDS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DON | WISDOMTREE TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DOW | DOW INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PDI | PIMCO DYNAMIC INCOME FD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ILCB | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DGRW | WISDOMTREE TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ACN | ACCENTURE PLC IRELAND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
VCSH | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FBHS | FORTUNE BRANDS INNOVAT... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MRK | MERCK & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
XLE | SELECT SECTOR SPDR TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ADP | AUTOMATIC DATA PROCESS... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GLW | CORNING INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LIN | LINDE PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HRL | HORMEL FOODS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LUV | SOUTHWEST AIRLS CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AXON | AXON ENTERPRISE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AVA | AVISTA CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NKE | NIKE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
INVENTRUST PPTYS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 | |
CONSTELLATION ENERGY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 | |
LOW | LOWES COS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
VIAC | PARAMOUNT GLOBAL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ESML | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
EBAY | EBAY INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WARNER BROS DISCOVERY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 | |
D | DOMINION ENERGY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CAPITAL GROUP CORE EQU... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 | |
LEN | LENNAR CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TD | TORONTO DOMINION BK ONT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
VSCI | VISION-SCIENCES INC DEL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
ZBH | ZIMMER BIOMET HOLDINGS... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BSX | BOSTON SCIENTIFIC CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SNY | SANOFI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BWA | BORGWARNER INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ARWR | ARROWHEAD PHARMACEUTIC... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WIX | WIX COM LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CAPITAL GROUP GBL GROW... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 | |
NVDA | NVIDIA CORPORATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AXP | AMERICAN EXPRESS CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
EOS | EATON VANCE ENHANCED E... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JAZZ | JAZZ PHARMACEUTICALS PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ED | CONSOLIDATED EDISON INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RTX | RAYTHEON TECHNOLOGIES ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HBAN | HUNTINGTON BANCSHARES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MSI | MOTOROLA SOLUTIONS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MA | MASTERCARD INCORPORATED | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LNT | ALLIANT ENERGY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ADM | ARCHER DANIELS MIDLAND CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CNA | CNA FINL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
URTH | ISHARES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BK | BANK NEW YORK MELLON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HSY | HERSHEY CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ALB | ALBEMARLE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BAC | BANK AMERICA CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DWX | SPDR INDEX SHS FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CVRX | CVRX INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NVO | NOVO-NORDISK A S | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DUK | DUKE ENERGY CORP NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
VEU | VANGUARD INTL EQUITY I... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SPYG | SPDR SER TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MRNA | MODERNA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
UL | UNILEVER PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
IGSB | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SPSB | SPDR SER TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ITT | ITT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SYK | STRYKER CORPORATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PGX | INVESCO EXCH TRADED FD... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CMI | CUMMINS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BBDC | BARINGS BDC INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SO | SOUTHERN CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DGRO | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LQD | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NWE | NORTHWESTERN CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TAN | INVESCO EXCH TRADED FD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PSA | PUBLIC STORAGE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HEALTHCARE RLTY TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 | |
SONY | SONY GROUP CORPORATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DBX | DROPBOX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CTVA | CORTEVA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CSCO | CISCO SYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CELC | CELCUITY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WPC | WP CAREY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ALL | ALLSTATE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ZTS | ZOETIS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ALLK | ALLAKOS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CRSP | CRISPR THERAPEUTICS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AAL | AMERICAN AIRLS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CARR | CARRIER GLOBAL CORPORA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CCL | CARNIVAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
QCOM | QUALCOMM INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VSS | VANGUARD INTL EQUITY I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
EDIT | EDITAS MEDICINE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SCHE | SCHWAB STRATEGIC TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BMY | BRISTOL-MYERS SQUIBB CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DIA | SPDR DOW JONES INDL AV... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MED | MEDIFAST INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MIDD | MIDDLEBY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SPIP | SPDR SER TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SHELL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 | |
AMD | ADVANCED MICRO DEVICES... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RBLX | ROBLOX CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
F | FORD MTR CO DEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GRID | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RETA | REATA PHARMACEUTICALS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
UFO | PROCURE ETF TRUST II | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IAU | ISHARES GOLD TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PORTILLOS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 | |
OXY | OCCIDENTAL PETE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IONS | IONIS PHARMACEUTICALS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CHWY | CHEWY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BBY | BEST BUY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VMBS | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BOX | BOX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IHAK | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LUMN | LUMEN TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PENN | PENN ENTERTAINMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CIBR | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MJ | ETF MANAGERS TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
STAG | STAG INDL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JETS | ETF SER SOLUTIONS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FCX | FREEPORT-MCMORAN INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IVZ | INVESCO LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GIL | GILDAN ACTIVEWEAR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TR | TOOTSIE ROLL INDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TSN | TYSON FOODS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
REZI | RESIDEO TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KMI | KINDER MORGAN INC DEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PINS | PINTEREST INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CPHC | CANTERBURY PK HLDG CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CGC | CANOPY GROWTH CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OTIS | OTIS WORLDWIDE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PHB | INVESCO EXCH TRADED FD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VCIT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BIO | BIO RAD LABS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GOLD | BARRICK GOLD CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NTR | NUTRIEN LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BCE | BCE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NEE | NEXTERA ENERGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NEM | NEWMONT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
APA | APA CORPORATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VRTX | VERTEX PHARMACEUTICALS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MOS | MOSAIC CO NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMP | AMERIPRISE FINL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WM | WASTE MGMT INC DEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MELI | MERCADOLIBRE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AEHR | AEHR TEST SYS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SLV | ISHARES SILVER TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AGGY | WISDOMTREE TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LULU | LULULEMON ATHLETICA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AON | AON PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EVRG | EVERGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SEAS | SEAWORLD ENTMT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ES | EVERSOURCE ENERGY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SHAK | SHAKE SHACK INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ITOT | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WRAP | WRAP TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SWK | STANLEY BLACK & DECKER... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NIO | NIO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GTX | GARRETT MOTION INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LFUS | LITTELFUSE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JAMF | JAMF HLDG CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VTRS | VIATRIS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IWV | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMGN | AMGEN INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VOD | VODAFONE GROUP PLC NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KYNDRYL HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 | |
SQ | BLOCK INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RNRG | GLOBAL X FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IDRV | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EMB | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ETSY | ETSY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VWOB | VANGUARD WHITEHALL FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
VNQI | VANGUARD INTL EQUITY I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ISRG | INTUITIVE SURGICAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CHRW | C H ROBINSON WORLDWIDE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SPLV | INVESCO EXCH TRADED FD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BMBL | BUMBLE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FXA | INVESCO CURRENCYSHARES... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SPHD | INVESCO EXCH TRADED FD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BHG | BRIGHT HEALTH GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ICE | INTERCONTINENTAL EXCHA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BUG | GLOBAL X FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ORION OFFICE REIT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 | |
NTLA | INTELLIA THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
F45 TRAINING HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 | |
AQWA | GLOBAL X FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OXYWS | OCCIDENTAL PETE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IFRA | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IRBO | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
XT | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PPH | VANECK ETF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SMH | VANECK ETF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TMUS | T-MOBILE US INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GD | GENERAL DYNAMICS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HUBB | HUBBELL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
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The securities at the top of the list , including SELECT SECTOR SPDR TR, VANGUARD INDEX FDS, and VANGUARD INDEX FDS, are the highest-conviction holdings of Affiance Financial, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Affiance Financial, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Affiance Financial, LLC owns currently or has owned in the past.