Castle Rock Wealth Management, LLC holdings history

548 is the total number of securities Castle Rock Wealth Management, LLC has owned. The longest Castle Rock Wealth Management, LLC has owned a single stock is 24 quarters.

Castle Rock Wealth Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
NAC NUVEEN CA QUALTY MUN I...24240.07%2.89%30.54%Q4 2017Q3 202324
HD HOME DEPOT INC24240.61%1.95%12.40%Q4 2017Q3 202324
CVX CHEVRON CORP NEW1940.13%4.42%8.92%Q4 2017Q3 202323
AAPL APPLE INC1941.72%3.41%4.79%Q4 2017Q3 202323
MSFT MICROSOFT CORP1940.64%2.12%4.80%Q4 2017Q3 202323
ABT ABBOTT LABS1940.04%0.95%1.57%Q4 2017Q3 202323
CL COLGATE PALMOLIVE CO1940.04%0.70%2.13%Q4 2017Q3 202323
HBI HANESBRANDS INC1940.04%0.55%1.92%Q4 2017Q3 202323
AMZN AMAZON COM INC1841.16%2.51%4.34%Q4 2017Q3 202322
NVDA NVIDIA CORPORATION1840.40%1.75%3.54%Q4 2017Q3 202322
SPY SPDR S&P 500 ETF TR1840.38%1.30%2.19%Q4 2017Q3 202322
V VISA INC1840.80%1.23%2.39%Q4 2017Q3 202322
GOOG ALPHABET INC1840.41%1.06%2.12%Q4 2017Q3 202322
UNH UNITEDHEALTH GROUP INC1840.28%0.94%2.74%Q4 2017Q3 202322
FB META PLATFORMS INC1840.24%0.90%2.56%Q4 2017Q3 202322
JNJ JOHNSON & JOHNSON1840.46%0.80%1.27%Q4 2017Q3 202322
SCHP SCHWAB STRATEGIC TR1840.25%0.69%1.80%Q4 2017Q3 202322
VZ VERIZON COMMUNICATIONS...1840.11%0.61%1.12%Q4 2017Q3 202322
DIS DISNEY WALT CO1840.14%0.57%1.52%Q4 2017Q3 202322
PANW PALO ALTO NETWORKS INC1840.10%0.51%1.36%Q4 2017Q3 202322
PCAR PACCAR INC1840.24%0.49%1.12%Q4 2017Q3 202322
ADP AUTOMATIC DATA PROCESS...1840.16%0.33%0.55%Q4 2017Q3 202322
RIO RIO TINTO PLC1840.14%0.32%0.62%Q4 2017Q3 202322
ITW ILLINOIS TOOL WKS INC1840.13%0.23%0.60%Q4 2017Q3 202322
PGX INVESCO EXCH TRADED FD...1380.06%2.15%18.66%Q2 2018Q3 202321
VNLA JANUS DETROIT STR TR1920.04%0.92%2.18%Q2 2018Q3 202321
PEP PEPSICO INC1430.32%0.50%0.75%Q4 2017Q3 202321
CRM SALESFORCE INC1430.07%0.49%1.17%Q4 2017Q3 202321
CCI CROWN CASTLE INTL CORP...1430.15%0.46%0.70%Q4 2017Q3 202321
MCD MCDONALDS CORP1430.20%0.44%0.72%Q4 2017Q3 202321
NOBL PROSHARES TR1230.04%0.43%1.04%Q4 2017Q3 202321
LMBS FIRST TR EXCHANGE-TRAD...1230.04%0.30%0.87%Q1 2018Q3 202321
BRKB BERKSHIRE HATHAWAY INC...1510.24%0.88%2.38%Q4 2017Q3 202320
ADBE ADOBE SYSTEMS INCORPOR...1330.10%0.50%0.99%Q1 2018Q3 202320
WM WASTE MGMT INC DEL1820.20%0.48%0.79%Q2 2018Q3 202320
TIP ISHARES TR1240.11%0.41%0.92%Q4 2017Q3 202320
O REALTY INCOME CORP1330.10%0.37%1.29%Q4 2017Q3 202320
INTC INTEL CORP1910.04%0.31%0.79%Q3 2018Q3 202320
WFC WELLS FARGO CO NEW1220.17%1.67%12.92%Q4 2017Q3 202319
VPU VANGUARD WORLD FDS1720.31%0.80%2.32%Q2 2018Q3 202319
GOOGL ALPHABET INC1540.21%0.60%1.00%Q4 2017Q4 202219
DIA SPDR DOW JONES INDL AV...1230.28%0.53%1.09%Q4 2017Q3 202319
PG PROCTER & GAMBLE CO1720.19%0.43%1.09%Q4 2017Q3 202319
ICE INTERCONTINENTAL EXCHA...1420.15%0.43%0.72%Q2 2018Q3 202319
QCOM QUALCOMM INC1540.14%0.40%0.70%Q4 2017Q3 202319
T AT&T INC1210.08%0.36%1.16%Q3 2018Q3 202319
NKX NUVEEN CALIFORNIA AMT ...820.07%1.28%10.17%Q4 2018Q3 202318
QQQ INVESCO QQQ TR1710.26%1.17%2.05%Q2 2018Q3 202318
GAIN GLADSTONE INVT CORP820.06%0.80%6.82%Q4 2018Q3 202318
JPST JP MORGAN EXCHANGE TRA...18180.13%0.77%1.94%Q2 2019Q3 202318
COST COSTCO WHSL CORP NEW18180.29%0.70%1.22%Q2 2019Q3 202318
CWB SPDR SER TR1040.18%0.53%1.31%Q4 2017Q3 202318
NFLX NETFLIX INC710.10%0.52%2.25%Q4 2017Q3 202318
MOAT VANECK VECTORS ETF TRUST18180.24%0.49%1.00%Q2 2019Q3 202318
WMT WALMART INC1420.22%0.42%0.70%Q2 2018Q3 202318
CVS CVS HEALTH CORP18180.17%0.33%0.92%Q2 2019Q3 202318
BMY BRISTOL-MYERS SQUIBB CO18180.09%0.29%0.84%Q2 2019Q3 202318
RDVY FIRST TR EXCHANGE-TRAD...1430.13%1.09%3.26%Q2 2019Q3 202317
FTSM FIRST TR EXCHANGE-TRAD...1250.15%0.48%1.22%Q2 2019Q3 202317
BNDX VANGUARD CHARLOTTE FDS810.04%0.44%1.20%Q4 2017Q3 202217
USMV ISHARES TR1210.04%0.41%0.90%Q1 2019Q3 202317
QQEW FIRST TR NAS100 EQ WEI...1210.04%0.40%0.78%Q1 2019Q3 202317
QTEC FIRST TRUST PORTFOLIOS LP17170.16%0.38%0.76%Q3 2019Q3 202317
NEE NEXTERA ENERGY INC17170.13%0.38%0.73%Q3 2019Q3 202317
IONS IONIS PHARMACEUTICALS INC1210.04%0.35%0.87%Q1 2019Q3 202317
FVD FIRST TR VALUE LINE DI...1210.04%0.31%0.66%Q1 2019Q3 202317
ETV EATON VANCE TX MNG BY ...940.00%0.28%0.55%Q4 2017Q2 202217
MA MASTERCARD INCORPORATED820.08%0.27%0.66%Q2 2018Q3 202317
MAIN MAIN STREET CAPITAL CORP630.09%0.26%0.61%Q4 2017Q3 202317
SHV ISHARES TR1510.11%1.23%5.49%Q2 2019Q3 202316
UDEC INNOVATOR ETFS TR16160.36%0.57%0.82%Q4 2019Q3 202316
TMO THERMO FISHER SCIENTIF...1410.26%0.52%1.26%Q2 2019Q3 202316
AVGO BROADCOM INC1420.22%0.40%0.60%Q3 2019Q3 202316
VHT VANGUARD WORLD FDS1210.18%0.34%0.51%Q1 2018Q3 202316
MMM 3M CO930.08%0.32%0.80%Q4 2017Q4 202216
IYG ISHARES TR1240.18%0.29%0.60%Q3 2019Q3 202316
VCSH VANGUARD SCOTTSDALE FDS1240.08%0.27%1.61%Q3 2019Q3 202316
AMT AMERICAN TOWER CORP NEW1240.12%0.26%0.50%Q3 2019Q3 202316
MCO MOODYS CORP1240.16%0.25%0.42%Q3 2019Q3 202316
MINT PIMCO ETF TR1240.15%0.24%0.33%Q3 2019Q3 202316
SHM SPDR SER TR1240.12%0.22%0.42%Q3 2019Q3 202316
BAC BK OF AMERICA CORP1210.09%0.20%0.60%Q3 2018Q3 202316
PDP INVESCO EXCHANGE TRADE...1240.10%0.20%0.40%Q3 2019Q3 202316
GII SPDR INDEX SHS FDS1240.10%0.18%0.39%Q3 2019Q3 202316
MUNI PIMCO ETF TR1240.10%0.18%0.33%Q3 2019Q3 202316
RA BROOKFIELD REAL ASSETS...820.10%0.15%0.23%Q2 2019Q3 202316
EMLP FIRST TR EXCHANGE-TRAD...1240.09%0.15%0.28%Q3 2019Q3 202316
PYPL PAYPAL HLDGS INC1230.18%0.54%0.91%Q1 2018Q1 202215
QYLD GLOBAL X FDS1410.18%0.50%0.93%Q4 2019Q3 202315
JPM JPMORGAN CHASE & CO1310.16%0.45%0.76%Q3 2018Q3 202315
AMD ADVANCED MICRO DEVICES...1410.15%0.45%0.94%Q2 2019Q3 202315
TGT TARGET CORP1320.08%0.45%0.86%Q3 2019Q2 202315
NOW SERVICENOW INC1210.19%0.41%0.78%Q2 2018Q3 202315
GLD SPDR GOLD TRUST820.07%0.39%0.89%Q3 2019Q3 202315
MO ALTRIA GROUP INC1230.11%0.26%0.88%Q4 2017Q3 202315
IBB ISHARES TR820.07%0.19%0.37%Q2 2018Q1 202315
MGK VANGUARD WORLD FD740.09%0.18%0.41%Q3 2019Q3 202315
EW EDWARDS LIFESCIENCES CORP1320.11%0.17%0.29%Q2 2019Q3 202315
VXF VANGUARD INDEX FDS1210.10%0.17%0.30%Q3 2019Q3 202315
VTI VANGUARD INDEX FDS1210.08%0.13%0.23%Q3 2019Q3 202315
GPRO GOPRO INC820.01%0.04%0.07%Q3 2019Q3 202315
AMJ JPMORGAN CHASE & CO14140.61%0.89%1.24%Q2 2020Q3 202314
TSLA TESLA INC14140.19%0.63%0.98%Q2 2020Q3 202314
BX BLACKSTONE INC14140.32%0.61%1.07%Q2 2020Q3 202314
UJUN INNOVATOR ETFS TR14140.43%0.59%0.90%Q2 2020Q3 202314
BA BOEING CO810.18%0.52%1.06%Q4 2017Q1 202214
ABBV ABBVIE INC540.17%0.48%0.96%Q4 2017Q3 202314
VWO VANGUARD INTL EQUITY I...710.04%0.30%0.64%Q1 2019Q1 202314
XLV SELECT SECTOR SPDR TR1220.08%0.25%1.09%Q1 2020Q3 202314
VIG VANGUARD SPECIALIZED F...1220.14%0.18%0.24%Q1 2020Q3 202314
CGW INVESCO EXCH TRADED FD...1220.10%0.17%0.24%Q4 2019Q3 202314
GBIL GOLDMAN SACHS ETF TR850.18%4.50%22.27%Q2 2019Q3 202313
XYLD GLOBAL X FDS13130.31%1.22%2.25%Q3 2020Q3 202313
GIGB GOLDMAN SACHS ETF TR940.04%0.96%1.80%Q4 2017Q1 202113
PMAY INNOVATOR ETFS TR1210.14%0.85%1.26%Q2 2020Q3 202313
CAG CONAGRA BRANDS INC1210.27%0.83%1.12%Q2 2020Q3 202313
LOW LOWES COS INC13130.19%0.36%0.62%Q3 2020Q3 202313
DHR DANAHER CORPORATION1210.10%0.28%0.50%Q2 2020Q3 202313
MDLZ MONDELEZ INTL INC1210.13%0.21%0.33%Q2 2020Q3 202313
SBUX STARBUCKS CORP710.08%0.20%0.91%Q4 2017Q3 202313
DGRO ISHARES TR1210.07%0.19%0.63%Q2 2020Q3 202313
ROP ROPER TECHNOLOGIES INC940.07%0.16%0.27%Q2 2020Q3 202313
HON HONEYWELL INTL INC1210.08%0.14%0.19%Q2 2020Q3 202313
JEPI J P MORGAN EXCHANGE-TR...12120.28%0.93%1.59%Q4 2020Q3 202312
CEFS EXCHANGE LISTED FDS TR1020.11%0.78%1.39%Q3 2019Q3 202212
LW LAMB WESTON HLDGS INC12120.44%0.69%0.90%Q4 2020Q3 202312
IWR ISHARES TR12120.22%0.67%0.99%Q4 2020Q3 202312
IJR ISHARES TR12120.25%0.63%0.91%Q4 2020Q3 202312
XOM EXXON MOBIL CORP710.10%0.62%1.28%Q4 2017Q3 202312
FPE FIRST TR EXCH TRADED F...530.04%0.47%1.03%Q1 2018Q3 202212
NEAR ISHARES US ETF TR1110.17%0.40%0.74%Q2 2019Q3 202312
UNOV INNOVATOR ETFS TR12120.29%0.38%0.49%Q4 2020Q3 202312
IWV ISHARES TR1110.10%0.37%0.74%Q4 2019Q3 202312
AMGN AMGEN INC12120.09%0.28%0.69%Q4 2020Q3 202312
ED CONSOLIDATED EDISON INC12120.18%0.28%0.41%Q4 2020Q3 202312
SGOL ABRDN GOLD ETF TRUST930.09%0.26%0.45%Q2 2020Q3 202312
KMB KIMBERLY-CLARK CORP710.12%0.19%0.32%Q2 2019Q3 202312
UTF COHEN & STEERS INFRAST...710.00%0.17%0.42%Q1 2019Q2 202212
IYJ ISHARES TR12120.13%0.16%0.19%Q4 2020Q3 202312
ISTB ISHARES TR840.08%0.14%0.24%Q3 2019Q3 202212
XEL XCEL ENERGY INC12120.10%0.13%0.17%Q4 2020Q3 202312
PTMC PACER FDS TR12120.10%0.13%0.16%Q4 2020Q3 202312
NCA NUVEEN CALIFORNIA MUNI...1110.04%0.08%0.12%Q2 2019Q2 202212
PFFD GLOBAL X FDS11110.24%0.67%1.54%Q2 2020Q4 202211
NOC NORTHROP GRUMMAN CORP420.14%0.51%0.80%Q2 2018Q3 202311
PFEB INNOVATOR ETFS TR11110.37%0.50%0.59%Q1 2021Q3 202311
BND VANGUARD BD INDEX FDS11110.26%0.49%0.84%Q2 2020Q4 202211
UNP UNION PACIFIC CORP620.10%0.41%0.64%Q3 2019Q3 202311
STZ CONSTELLATION BRANDS INC720.08%0.26%0.66%Q2 2018Q3 202311
ITOT ISHARES TR710.07%0.23%0.39%Q4 2019Q3 202311
EIX EDISON INTL11110.14%0.19%0.27%Q3 2020Q1 202311
EFA ISHARES TR740.12%0.18%0.32%Q3 2019Q2 202211
PFE PFIZER INC610.09%0.17%0.44%Q4 2017Q3 202311
ACN ACCENTURE PLC IRELAND910.07%0.17%0.25%Q2 2020Q3 202311
JPS NUVEEN PFD & INCOME SE...1010.03%0.17%0.30%Q2 2018Q3 202211
SRE SEMPRA ENERGY11110.09%0.15%0.21%Q3 2020Q1 202311
TDTT FLEXSHARES TR11110.07%0.14%0.20%Q1 2021Q3 202311
UFEB INNOVATOR ETFS TR11110.09%0.14%0.19%Q1 2021Q3 202311
F FORD MTR CO DEL11110.07%0.10%0.16%Q3 2020Q1 202311
PTLC PACER FDS TR11110.08%0.10%0.12%Q1 2021Q3 202311
PTN PALATIN TECHNOLOGIES INC740.00%0.02%0.13%Q1 2019Q2 202211
ARKK ARK ETF TR710.00%0.87%1.56%Q2 2018Q3 202110
ARCC ARES CAPITAL CORP10100.64%0.84%1.04%Q2 2021Q3 202310
UMAY INNOVATOR ETFS TR10100.61%0.81%1.00%Q2 2021Q3 202310
FSK FS KKR CAP CORP10100.29%0.81%1.62%Q2 2021Q3 202310
IHI ISHARES TR10100.22%0.80%1.03%Q4 2019Q1 202210
VMBS VANGUARD SCOTTSDALE FDS10100.26%0.55%1.09%Q1 2020Q2 202210
ARKW ARK ETF TR10100.09%0.51%1.13%Q3 2020Q4 202210
RSP INVESCO EXCHANGE TRADE...510.09%0.43%1.10%Q3 2019Q3 202310
ITA ISHARES TR420.19%0.38%0.69%Q4 2017Q3 202310
ESGU ISHARES TR820.17%0.36%0.47%Q1 2020Q3 202210
XLRE SELECT SECTOR SPDR TR10100.21%0.33%0.44%Q2 2021Q3 202310
XRT SPDR SER TR10100.15%0.19%0.25%Q2 2021Q3 202310
DLS WISDOMTREE TR10100.07%0.18%0.24%Q4 2020Q1 202310
VTIP VANGUARD MALVERN FDS10100.07%0.10%0.13%Q2 2021Q3 202310
VCIF VERTICAL CAP INCOME FUND10100.04%0.10%0.20%Q2 2019Q3 202110
OPK OPKO HEALTH INC820.01%0.02%0.04%Q1 2021Q3 202310
BABA ALIBABA GROUP HLDG LTD410.14%0.68%1.41%Q4 2017Q3 20219
LMT LOCKHEED MARTIN CORP410.20%0.65%1.42%Q4 2017Q3 20239
XLE SELECT SECTOR SPDR TR810.12%0.65%1.53%Q1 2018Q3 20239
NET CLOUDFLARE INC710.20%0.47%0.88%Q2 2020Q3 20239
HYLS FIRST TR EXCHANGE-TRAD...210.04%0.46%1.02%Q2 2018Q4 20229
IYW ISHARES TR630.30%0.45%0.68%Q4 2017Q3 20239
DXCM DEXCOM INC990.25%0.43%0.64%Q1 2020Q1 20229
ATVI ACTIVISION BLIZZARD INC610.26%0.43%0.77%Q2 2018Q3 20239
HYG ISHARES TR330.26%0.34%0.60%Q4 2017Q4 20219
SPG SIMON PPTY GROUP INC NEW990.19%0.32%0.61%Q3 2021Q3 20239
PFXF VANECK ETF TRUST990.22%0.27%0.33%Q3 2021Q3 20239
PM PHILIP MORRIS INTL INC720.08%0.20%0.61%Q4 2017Q3 20239
MAR MARRIOTT INTL INC NEW810.12%0.20%0.40%Q2 2020Q4 20229
COP CONOCOPHILLIPS810.08%0.15%0.21%Q4 2019Q1 20239
MRK MERCK & CO INC990.08%0.15%0.21%Q3 2021Q3 20239
POCT INNOVATOR ETFS TR990.08%0.13%0.27%Q3 2021Q3 20239
VOT VANGUARD INDEX FDS610.07%0.09%0.10%Q4 2020Q3 20239
KO COCA COLA CO710.22%4.60%7.85%Q4 2017Q3 20238
FTGC FIRST TR EXCHANGE TRAD...880.16%1.85%3.72%Q2 2021Q1 20238
AMLP ALPS ETF TR440.04%0.90%1.37%Q4 2017Q4 20198
BIV VANGUARD BD INDEX FDS530.31%0.81%1.43%Q4 2017Q1 20218
CI THE CIGNA GROUP880.24%0.43%0.61%Q4 2021Q3 20238
ICSH ISHARES TR880.09%0.42%1.24%Q2 2019Q1 20218
SQ SQUARE INC510.14%0.38%0.81%Q2 2018Q3 20218
TAN INVESCO EXCH TRADED FD...880.14%0.34%0.61%Q4 2020Q3 20228
PAVE GLOBAL X FDS880.25%0.32%0.41%Q4 2021Q3 20238
GMF SPDR INDEX SHS FDS440.14%0.29%0.47%Q3 2019Q3 20218
NFJ ALLIANZGI NFJ DIVID IN...440.00%0.26%0.46%Q4 2017Q4 20198
DIV GLOBAL X FDS880.18%0.26%0.33%Q4 2021Q3 20238
PDEC INNOVATOR ETFS TR880.21%0.25%0.31%Q4 2021Q3 20238
ETW EATON VANCE TXMGD GL B...440.00%0.20%0.36%Q4 2017Q4 20198
AKAM AKAMAI TECHNOLOGIES INC880.09%0.20%0.43%Q1 2020Q4 20218
MEDP MEDPACE HLDGS INC610.10%0.17%0.28%Q2 2019Q1 20228
PH PARKER-HANNIFIN CORP710.12%0.16%0.19%Q3 2020Q4 20228
PLTR PALANTIR TECHNOLOGIES INC880.05%0.15%0.24%Q4 2020Q3 20228
QRVO QORVO INC880.11%0.14%0.17%Q2 2020Q1 20228
CSCO CISCO SYS INC510.07%0.09%0.12%Q2 2021Q3 20238
BUFR FIRST TR EXCHNG TRADED...440.07%0.09%0.11%Q3 2021Q3 20238
JSMD JANUS DETROIT STR TR430.00%1.62%3.02%Q4 2017Q3 20197
GLOP GASLOG PARTNERS LP430.04%0.98%1.93%Q4 2017Q3 20197
LQD ISHARES TR770.26%0.78%1.18%Q2 2020Q4 20217
FIXD FIRST TR EXCHNG TRADED...430.47%0.77%1.30%Q1 2020Q4 20217
IGHG PROSHARES TR430.40%0.69%1.06%Q4 2017Q4 20197
ANET ARISTA NETWORKS INC430.28%0.63%0.95%Q4 2017Q4 20197
MMP MAGELLAN MIDSTREAM PRT...430.35%0.60%1.01%Q4 2017Q4 20197
SYK STRYKER CORP430.40%0.56%0.73%Q4 2017Q4 20197
OIH VANECK ETF TRUST770.28%0.51%1.20%Q1 2022Q3 20237
DKNG DRAFTKINGS INC770.12%0.49%0.75%Q2 2020Q4 20217
REM ISHARES TR430.00%0.48%0.81%Q1 2018Q4 20197
CHD CHURCH & DWIGHT INC310.21%0.45%0.62%Q3 2018Q4 20207
PAPR INNOVATOR ETFS TR770.39%0.44%0.48%Q1 2022Q3 20237
IWM ISHARES TR610.16%0.44%0.64%Q4 2019Q1 20227
CHWY CHEWY INC770.20%0.37%0.54%Q2 2020Q4 20217
NMFC NEW MTN FIN CORP410.00%0.36%0.78%Q4 2017Q4 20197
TTD THE TRADE DESK INC610.14%0.31%0.49%Q2 2021Q3 20237
JFR NUVEEN FLOATING RATE I...410.00%0.31%0.61%Q2 2018Q3 20207
FALN ISHARES TR770.27%0.31%0.34%Q2 2021Q4 20227
RNRG GLOBAL X FDS770.09%0.28%0.61%Q2 2020Q4 20217
IGM ISHARES TR410.07%0.27%0.46%Q3 2019Q3 20217
VUG VANGUARD INDEX FDS770.09%0.25%0.67%Q4 2020Q2 20227
VEEV VEEVA SYS INC610.07%0.21%0.58%Q4 2017Q3 20217
ENPH ENPHASE ENERGY INC770.12%0.20%0.40%Q3 2020Q1 20227
PJUL INNOVATOR ETFS TR770.16%0.20%0.27%Q1 2022Q3 20237
FHLC FIDELITY COVINGTON TRUST610.09%0.14%0.21%Q1 2020Q1 20227
CMG CHIPOTLE MEXICAN GRILL...770.09%0.11%0.12%Q1 2022Q3 20237
CAT CATERPILLAR INC520.07%0.11%0.14%Q4 2020Q3 20237
NKE NIKE INC770.07%0.11%0.14%Q1 2022Q3 20237
WCN WASTE CONNECTIONS INC510.07%0.08%0.10%Q3 2021Q3 20237
IEF ISHARES TR660.91%1.81%3.05%Q3 2019Q4 20206
WISDOMTREE TR330.23%1.06%1.91%Q1 2022Q3 20236
BSCO INVESCO EXCH TRD SLF I...420.04%0.86%1.98%Q2 2018Q4 20196
HSY HERSHEY CO660.57%0.84%1.01%Q2 2022Q3 20236
OGIG OSI ETF TR420.41%0.80%1.10%Q2 2018Q1 20216
TNET TRINET GROUP INC330.27%0.62%1.06%Q1 2018Q4 20196
FLRN SPDR SER TR420.08%0.61%1.12%Q1 2020Q3 20216
PJUN INNOVATOR ETFS TR660.46%0.56%0.66%Q2 2022Q3 20236
VCIT VANGUARD SCOTTSDALE FDS660.19%0.53%0.94%Q3 2019Q4 20206
VNQ VANGUARD INDEX FDS410.19%0.51%0.77%Q4 2017Q2 20206
DOCU DOCUSIGN INC660.41%0.47%0.60%Q2 2020Q3 20216
IYH ISHARES TR310.29%0.45%0.62%Q1 2018Q1 20226
RIGS ALPS ETF TR420.00%0.44%0.80%Q2 2018Q4 20196
FINX GLOBAL X FDS660.22%0.36%0.41%Q3 2020Q4 20216
U UNITY SOFTWARE INC660.17%0.34%0.68%Q4 2020Q1 20226
ZM ZOOM VIDEO COMMUNICATI...660.21%0.34%0.60%Q2 2020Q3 20216
ALL ALLSTATE CORP660.18%0.32%0.59%Q4 2021Q1 20236
AXON AXON ENTERPRISE INC660.15%0.30%0.39%Q4 2020Q1 20226
DVN DEVON ENERGY CORP NEW660.10%0.27%0.40%Q2 2022Q3 20236
IBM INTERNATIONAL BUSINESS...660.20%0.27%0.37%Q2 2022Q3 20236
RGI INVESCO EXCHANGE TRADE...660.23%0.26%0.30%Q3 2021Q4 20226
PGZ PRINCIPAL REAL ESTATE ...660.15%0.25%0.34%Q3 2020Q4 20216
RNP COHEN & STEERS REIT & ...660.14%0.24%0.43%Q3 2020Q4 20216
VCR VANGUARD WORLD FDS660.19%0.24%0.29%Q3 2021Q4 20226
EMB ISHARES TR420.08%0.22%0.61%Q3 2019Q3 20216
MRNA MODERNA INC420.12%0.21%0.28%Q2 2021Q3 20236
MCK MCKESSON CORP660.18%0.20%0.22%Q2 2022Q3 20236
TRV TRAVELERS COMPANIES INC660.07%0.15%0.19%Q1 2022Q2 20236
LAZR LUMINAR TECHNOLOGIES INC660.10%0.14%0.22%Q4 2020Q1 20226
TXN TEXAS INSTRS INC660.09%0.12%0.14%Q2 2022Q3 20236
IVV ISHARES TR420.08%0.12%0.15%Q4 2020Q3 20236
PGR PROGRESSIVE CORP660.09%0.11%0.14%Q4 2020Q1 20226
ROK ROCKWELL AUTOMATION INC660.10%0.11%0.13%Q2 2022Q3 20236
SRVR PACER FDS TR660.09%0.11%0.12%Q4 2020Q1 20226
MATTERPORT INC660.01%0.03%0.04%Q4 2021Q1 20236
GNUS GENIUS BRANDS INTL INC660.00%0.01%0.01%Q2 2021Q3 20226
MBB ISHARES TR550.58%1.18%2.42%Q1 2020Q1 20215
FDN FIRST TR EXCHANGE-TRAD...550.55%0.67%0.79%Q3 2020Q3 20215
SKYY FIRST TR EXCHANGE TRAD...550.27%0.50%0.70%Q3 2020Q3 20215
DLR DIGITAL RLTY TR INC410.38%0.49%0.59%Q4 2017Q2 20195
FTXN FIRST TR EXCHANGE-TRAD...550.36%0.45%0.52%Q4 2021Q4 20225
TREX TREX CO INC550.35%0.44%0.50%Q4 2020Q4 20215
ISRG INTUITIVE SURGICAL INC310.07%0.43%0.77%Q2 2018Q3 20215
SRLN SSGA ACTIVE ETF TR550.39%0.42%0.44%Q4 2021Q4 20225
OKE ONEOK INC NEW410.25%0.41%0.54%Q4 2017Q2 20195
MLM MARTIN MARIETTA MATLS INC320.32%0.41%0.46%Q2 2018Q4 20195
PFF ISHARES TR410.15%0.36%0.62%Q4 2017Q2 20205
TEL TE CONNECTIVITY LTD550.25%0.30%0.37%Q3 2022Q3 20235
CRWD CROWDSTRIKE HLDGS INC410.21%0.30%0.40%Q3 2021Q3 20235
NLY ANNALY CAPITAL MANAGEM...550.26%0.29%0.30%Q2 2021Q2 20225
PNOV INNOVATOR ETFS TR410.07%0.27%0.40%Q3 2021Q3 20235
VRTX VERTEX PHARMACEUTICALS...550.22%0.25%0.27%Q1 2020Q1 20215
OXY OCCIDENTAL PETE CORP550.18%0.21%0.26%Q3 2022Q3 20235
MTUM ISHARES TR320.11%0.19%0.25%Q2 2019Q4 20205
MRVL MARVELL TECHNOLOGY INC320.11%0.17%0.26%Q1 2022Q3 20235
BETZ LISTED FD TR550.12%0.17%0.22%Q1 2021Q1 20225
LRCX LAM RESEARCH CORP550.11%0.13%0.15%Q4 2020Q4 20215
EMN EASTMAN CHEM CO410.11%0.12%0.13%Q2 2022Q3 20235
YUM YUM BRANDS INC320.09%0.10%0.11%Q1 2022Q2 20235
CODI COMPASS DIVERSIFIED550.09%0.10%0.10%Q1 2021Q1 20225
BAR GRANITESHARES GOLD TR550.08%0.09%0.09%Q1 2022Q1 20235
ETN EATON CORP PLC320.07%0.08%0.08%Q2 2021Q3 20235
GIM TEMPLETON GLOBAL INCOM...410.00%0.05%0.08%Q1 2019Q2 20205
TLT ISHARES TR442.29%3.50%5.15%Q1 2020Q4 20204
STMP STAMPS COM INC440.96%1.27%1.50%Q4 2017Q3 20184
VCLT VANGUARD SCOTTSDALE FDS440.80%1.24%1.92%Q2 2020Q1 20214
AGG ISHARES TR440.94%1.15%1.42%Q1 2020Q4 20204
ATFV THE ALGER ETF TRUST220.40%0.74%0.98%Q2 2021Q3 20234
FRTY THE ALGER ETF TRUST220.39%0.61%0.95%Q2 2021Q3 20234
CLX CLOROX CO DEL440.32%0.56%0.73%Q4 2017Q3 20184
FSKR FS KKR CAP CORP II440.40%0.55%0.73%Q2 2020Q1 20214
GDX VANECK VECTORS ETF TRUST440.20%0.50%0.78%Q3 2019Q2 20204
TDOC TELADOC HEALTH INC440.38%0.49%0.65%Q2 2020Q1 20214
FMY FIRST TRUST MORTGAGE I...440.00%0.46%0.72%Q1 2019Q4 20194
HIG HARTFORD FINL SVCS GRO...440.34%0.41%0.53%Q4 2017Q3 20184
IGR CBRE CLARION GLOBAL RE...440.00%0.38%0.61%Q1 2019Q4 20194
XLF SELECT SECTOR SPDR TR220.24%0.36%0.61%Q3 2019Q1 20224
CDAY CERIDIAN HCM HLDG INC310.20%0.36%0.55%Q3 2018Q4 20194
ILCG ISHARES TR440.15%0.35%0.46%Q2 2020Q1 20214
JCI JOHNSON CTLS INTL PLC440.08%0.33%0.48%Q3 2020Q2 20214
BPR BROOKFIELD PROPERTY RE...440.00%0.33%0.54%Q1 2019Q4 20194
ARKG ARK ETF TR440.08%0.33%0.45%Q4 2020Q3 20214
SNOW SNOWFLAKE INC220.10%0.33%0.56%Q3 2021Q3 20224
RNG RINGCENTRAL INC440.11%0.29%0.51%Q2 2020Q1 20214
BLK BLACKROCK INC440.23%0.27%0.31%Q1 2020Q4 20204
PJAN INNOVATOR ETFS TR440.24%0.26%0.30%Q4 2022Q3 20234
GDV GABELLI DIVD & INCOME TR210.00%0.24%0.54%Q2 2018Q4 20194
LULU LULULEMON ATHLETICA INC440.15%0.23%0.30%Q2 2021Q1 20224
SMH VANECK ETF TRUST440.20%0.22%0.24%Q4 2022Q3 20234
SLYV SPDR SER TR440.18%0.22%0.29%Q4 2022Q3 20234
MDB MONGODB INC310.15%0.20%0.28%Q2 2019Q1 20214
MOS MOSAIC CO NEW440.09%0.16%0.33%Q2 2021Q1 20224
LLY LILLY ELI & CO440.12%0.16%0.20%Q4 2022Q3 20234
AMRC AMERESCO INC440.09%0.14%0.20%Q2 2021Q1 20224
IGSB ISHARES TR220.10%0.13%0.18%Q1 2020Q1 20214
ESGD ISHARES TR210.10%0.12%0.14%Q2 2020Q3 20214
PAUG INNOVATOR ETFS TR440.07%0.12%0.23%Q4 2022Q3 20234
CXM SPRINKLR INC440.08%0.10%0.13%Q2 2021Q1 20224
EFV ISHARES TR440.10%0.10%0.12%Q2 2021Q1 20224
VEA VANGUARD TAX-MANAGED I...440.08%0.10%0.12%Q2 2021Q1 20224
CIBR FIRST TR EXCHANGE TRAD...440.08%0.10%0.12%Q3 2021Q2 20224
EFG ISHARES TR440.10%0.10%0.10%Q1 2021Q4 20214
FCX FREEPORT-MCMORAN INC440.09%0.10%0.11%Q2 2021Q1 20224
DON WISDOMTREE TR440.08%0.09%0.10%Q4 2022Q3 20234
IUSG ISHARES TR440.08%0.08%0.09%Q2 2021Q1 20224
SGOV ISHARES TR330.69%2.42%3.39%Q1 2023Q3 20233
TFLO ISHARES TR210.35%2.17%3.63%Q2 2019Q3 20233
BOTZ GLOBAL X FDS331.41%1.82%2.40%Q4 2017Q2 20183
USEP INNOVATOR ETFS TR331.35%1.59%2.07%Q3 2020Q1 20213
FTHY FIRST TR HIGH YIELD OP...331.23%1.54%1.95%Q2 2020Q4 20203
STOR STORE CAP CORP210.04%1.06%2.02%Q3 2018Q2 20193
BPL BUCKEYE PARTNERS L P330.58%0.99%1.48%Q4 2017Q2 20183
EDIT EDITAS MEDICINE INC330.70%0.93%1.16%Q1 2018Q3 20183
BKLN INVESCO EXCH TRADED FD...330.77%0.79%0.80%Q1 2023Q3 20233
UAPR INNOVATOR ETFS TR330.68%0.78%0.97%Q1 2020Q3 20203
EDV VANGUARD WORLD FD330.54%0.75%0.88%Q2 2020Q4 20203
IP INTL PAPER CO330.53%0.63%0.72%Q4 2017Q2 20183
CRSP CRISPR THERAPEUTICS AG330.40%0.62%0.83%Q1 2018Q3 20183
VMC VULCAN MATLS CO330.49%0.54%0.57%Q4 2017Q2 20183
HDP HORTONWORKS INC330.36%0.53%0.64%Q4 2017Q2 20183
FCVT FIRST TR EXCHANGE-TRAD...330.33%0.51%0.88%Q1 2021Q3 20213
FTEC FIDELITY COVINGTON TRUST210.11%0.48%0.93%Q1 2020Q1 20213
TECB ISHARES TR330.34%0.41%0.45%Q3 2020Q1 20213
EEMV ISHARES INC210.30%0.41%0.53%Q3 2019Q2 20203
CAH CARDINAL HEALTH INC210.37%0.40%0.44%Q4 2017Q2 20213
LOUP INNOVATOR ETFS TR330.22%0.39%0.71%Q1 2021Q3 20213
SUSC ISHARES TR210.18%0.38%0.54%Q1 2020Q4 20203
WDC WESTERN DIGITAL CORP330.28%0.37%0.41%Q4 2017Q2 20183
PFFV GLOBAL X FDS330.35%0.35%0.36%Q1 2023Q3 20233
IPAY ETF MANAGERS TR330.34%0.35%0.36%Q2 2019Q4 20193
HYHG PROSHARES TR330.29%0.30%0.31%Q1 2023Q3 20233
IDV ISHARES TR210.00%0.30%0.50%Q2 2018Q1 20193
ZACKS TRUST330.28%0.28%0.29%Q1 2023Q3 20233
XAR SPDR SER TR210.14%0.28%0.37%Q3 2019Q2 20203
ACC AMERICAN CAMPUS CMNTYS...330.22%0.27%0.35%Q2 2019Q4 20193
STNE STONECO LTD330.23%0.27%0.34%Q2 2019Q4 20193
EBIZ GLOBAL X FDS330.24%0.27%0.30%Q3 2020Q1 20213
EDOC GLOBAL X FDS330.25%0.26%0.30%Q3 2020Q1 20213
AGM FEDERAL AGRIC MTG CORP330.22%0.26%0.31%Q2 2020Q4 20203
RBLX ROBLOX CORP330.19%0.26%0.37%Q2 2021Q4 20213
EHT EATON VANCE HIGH INCOM...330.17%0.25%0.31%Q1 2018Q3 20183
SEDG SOLAREDGE TECHNOLOGIES...330.18%0.23%0.34%Q1 2020Q3 20203
PPL PPL CORP330.20%0.22%0.24%Q2 2019Q4 20193
VDE VANGUARD WORLD FDS330.20%0.22%0.24%Q1 2023Q3 20233
USFR WISDOMTREE TR330.17%0.19%0.20%Q2 2021Q4 20213
CRON CRONOS GROUP INC330.00%0.16%0.37%Q1 2019Q3 20193
USXF ISHARES TR210.12%0.16%0.19%Q4 2020Q3 20213
LDL LYDALL INC DEL330.13%0.15%0.16%Q3 2020Q1 20213
CVY INVESCO EXCHANGE TRADE...210.00%0.15%0.23%Q1 2019Q4 20193
EUSB ISHARES TR210.08%0.15%0.27%Q4 2020Q3 20213
NID NUVEEN INTER DURATION ...330.10%0.12%0.16%Q1 2020Q3 20203
CLF CLEVELAND-CLIFFS INC NEW330.10%0.11%0.12%Q3 2021Q1 20223
XLK SELECT SECTOR SPDR TR210.07%0.09%0.11%Q3 2021Q1 20233
FDL FIRST TR MORNINGSTAR D...330.08%0.09%0.10%Q1 2023Q3 20233
KJAN INNOVATOR ETFS TR330.08%0.09%0.10%Q3 2021Q1 20223
RDIV INVESCO EXCH TRADED FD...330.07%0.09%0.10%Q1 2023Q3 20233
DMXF ISHARES TR210.07%0.08%0.09%Q4 2020Q3 20213
XLP SELECT SECTOR SPDR TR330.07%0.08%0.09%Q4 2022Q2 20233
RYLD GLOBAL X FDS330.07%0.08%0.08%Q1 2023Q3 20233
VGSH VANGUARD SCOTTSDALE FDS222.99%4.19%5.39%Q1 2023Q2 20232
BSCO CLAYMORE EXCHANGE TRD ...221.36%1.41%1.45%Q4 2017Q1 20182
PCY POWERSHARES ETF TR II221.08%1.10%1.12%Q4 2017Q1 20182
SHOP SHOPIFY INC110.99%1.03%1.07%Q3 2018Q2 20192
IEI ISHARES TR220.79%0.93%1.06%Q1 2020Q2 20202
ALGN ALIGN TECHNOLOGY INC220.82%0.91%1.00%Q2 2018Q3 20182
SWKS SKYWORKS SOLUTIONS INC220.87%0.87%0.88%Q4 2017Q1 20182
SHY ISHARES TR220.66%0.79%0.93%Q1 2020Q2 20202
MGF MFS GOVT MKTS INCOME TR220.55%0.69%0.84%Q3 2020Q4 20202
LOGM LOGMEIN INC220.56%0.66%0.75%Q4 2017Q1 20182
FTCS FIRST TR NASDAQ-100 TE...110.32%0.61%0.91%Q2 2018Q2 20202
IYF ISHARES TR220.54%0.58%0.61%Q4 2017Q1 20182
PGX POWERSHARES ETF TR II220.39%0.56%0.73%Q4 2017Q1 20182
TAP MOLSON COORS BREWING CO220.45%0.53%0.60%Q2 2018Q3 20182
SPHD POWERSHARES ETF TR II220.47%0.52%0.57%Q4 2017Q1 20182
QDEL QUIDEL CORP220.45%0.49%0.53%Q2 2018Q3 20182
CHI CALAMOS CONV OPP AND I...110.47%0.48%0.49%Q4 2017Q2 20182
PSCU INVESCO EXCHNG TRADED ...110.30%0.48%0.66%Q2 2018Q2 20192
XLI SELECT SECTOR SPDR TR220.32%0.45%0.58%Q4 2021Q1 20222
SCHM SCHWAB STRATEGIC TR220.40%0.42%0.44%Q3 2019Q4 20192
DBX DROPBOX INC220.35%0.41%0.47%Q1 2018Q2 20182
GE GENERAL ELECTRIC CO110.39%0.41%0.43%Q3 2018Q1 20192
LPX LOUISIANA PAC CORP220.39%0.40%0.42%Q1 2021Q2 20212
MFC MANULIFE FINL CORP220.37%0.39%0.42%Q1 2021Q2 20212
NX QUANEX BUILDING PRODUC...220.37%0.39%0.40%Q1 2021Q2 20212
IJH ISHARES TR220.34%0.38%0.42%Q4 2017Q1 20182
RAD RITE AID CORP220.34%0.38%0.42%Q4 2018Q1 20192
UTG REAVES UTIL INCOME FD110.04%0.38%0.71%Q3 2018Q1 20192
SWK STANLEY BLACK & DECKER...220.20%0.35%0.50%Q4 2021Q1 20222
SUSB ISHARES TR220.25%0.35%0.44%Q1 2020Q2 20202
RWW INVESCO EXCHNG TRADED ...220.32%0.34%0.36%Q3 2019Q4 20192
UL UNILEVER PLC220.29%0.31%0.32%Q2 2020Q3 20202
EOS EATON VANCE ENH EQTY I...220.28%0.30%0.33%Q2 2018Q3 20182
KR KROGER CO220.19%0.30%0.41%Q1 2020Q2 20202
URI UNITED RENTALS INC220.20%0.27%0.34%Q4 2021Q1 20222
GILD GILEAD SCIENCES INC220.24%0.25%0.27%Q2 2020Q3 20202
MGV VANGUARD WORLD FD220.23%0.25%0.26%Q3 2019Q4 20192
WYNN WYNN RESORTS LTD220.19%0.22%0.24%Q4 2020Q1 20212
FSK FS INVT CORP220.14%0.21%0.28%Q2 2018Q3 20182
FNCL FIDELITY COVINGTON TRUST220.20%0.20%0.20%Q4 2020Q1 20212
PLW INVESCO EXCH TRADED FD...110.15%0.19%0.22%Q3 2019Q2 20202
POOL POOL CORPORATION220.15%0.17%0.19%Q2 2020Q3 20202
ANNALY CAPITAL MANAGEM...220.13%0.17%0.20%Q3 2022Q4 20222
NVO NOVO-NORDISK A S220.14%0.16%0.18%Q2 2023Q3 20232
BTT BLACKROCK MUN TARGET T...220.14%0.16%0.18%Q1 2020Q2 20202
FDX FEDEX CORP110.08%0.14%0.21%Q4 2020Q4 20212
ETSY ETSY INC220.13%0.13%0.13%Q1 2021Q2 20212
ESML ISHARES TR220.10%0.11%0.12%Q2 2021Q3 20212
XPEV XPENG INC220.09%0.11%0.13%Q4 2020Q1 20212
WPC WP CAREY INC110.10%0.11%0.11%Q2 2022Q4 20222
VLUE ISHARES TR220.10%0.10%0.10%Q1 2021Q2 20212
DSI ISHARES TR220.09%0.10%0.10%Q4 2020Q1 20212
MKTX MARKETAXESS HLDGS INC220.09%0.09%0.09%Q4 2020Q1 20212
PCG PG&E CORP119.87%9.87%9.87%Q4 2018Q4 20181
SH PROSHARES TR114.13%4.13%4.13%Q3 2022Q3 20221
FLOT ISHARES TR113.23%3.23%3.23%Q3 2023Q3 20231
SPTS SPDR SER TR113.06%3.06%3.06%Q1 2023Q1 20231
JUNO JUNO THERAPEUTICS INC111.00%1.00%1.00%Q4 2017Q4 20171
MU MICRON TECHNOLOGY INC110.90%0.90%0.90%Q3 2018Q3 20181
PCY INVESCO EXCHNG TRADED ...110.86%0.86%0.86%Q2 2018Q2 20181
ULTI ULTIMATE SOFTWARE GROU...110.78%0.78%0.78%Q3 2018Q3 20181
UFS DOMTAR CORP110.77%0.77%0.77%Q4 2017Q4 20171
EA ELECTRONIC ARTS INC110.73%0.73%0.73%Q2 2018Q2 20181
REGN REGENERON PHARMACEUTICALS110.72%0.72%0.72%Q4 2017Q4 20171
NHS NEUBERGER BERMAN HGH Y...110.70%0.70%0.70%Q2 2019Q2 20191
BEAT BIOTELEMETRY INC110.70%0.70%0.70%Q2 2019Q2 20191
SRET GLOBAL X FDS110.65%0.65%0.65%Q4 2019Q4 20191
DUK DUKE ENERGY CORP NEW110.65%0.65%0.65%Q4 2017Q4 20171
SMDV PROSHARES TR110.64%0.64%0.64%Q1 2018Q1 20181
FFTY INNOVATOR ETFS TR110.58%0.58%0.58%Q3 2018Q3 20181
INCY INCYTE CORP110.56%0.56%0.56%Q1 2018Q1 20181
CARB CARBONITE INC110.56%0.56%0.56%Q2 2019Q2 20191
EXPE EXPEDIA INC DEL110.52%0.52%0.52%Q4 2017Q4 20171
SSNC SS&C TECHNOLOGIES HLDG...110.52%0.52%0.52%Q2 2019Q2 20191
COMM COMMSCOPE HLDG CO INC110.51%0.51%0.51%Q1 2018Q1 20181
TEAM ATLASSIAN CORP PLC110.51%0.51%0.51%Q2 2019Q2 20191
APU AMERIGAS PARTNERS L P110.49%0.49%0.49%Q4 2017Q4 20171
LQDH ISHARES US ETF TR110.48%0.48%0.48%Q2 2019Q2 20191
BX BLACKSTONE GROUP L P110.48%0.48%0.48%Q2 2019Q2 20191
AEP AMERICAN ELEC PWR INC110.47%0.47%0.47%Q4 2017Q4 20171
INNOVATOR ETFS TR110.46%0.46%0.46%Q1 2022Q1 20221
UBT PROSHARES TR110.46%0.46%0.46%Q2 2020Q2 20201
EBAY EBAY INC.110.44%0.44%0.44%Q2 2020Q2 20201
GBT GLOBAL BLOOD THERAPEUT...110.44%0.44%0.44%Q2 2019Q2 20191
D DOMINION ENERGY INC110.44%0.44%0.44%Q4 2017Q4 20171
SCCO SOUTHERN COPPER CORP110.43%0.43%0.43%Q2 2021Q2 20211
QCLN FIRST TR EXCHANGE-TRAD...110.41%0.41%0.41%Q1 2021Q1 20211
VOO VANGUARD INDEX FDS110.41%0.41%0.41%Q4 2017Q4 20171
PTON PELOTON INTERACTIVE INC110.40%0.40%0.40%Q2 2021Q2 20211
CGC CANOPY GROWTH CORP110.40%0.40%0.40%Q2 2019Q2 20191
ALB ALBEMARLE CORP110.39%0.39%0.39%Q2 2018Q2 20181
GNRC GENERAC HLDGS INC110.39%0.39%0.39%Q3 2023Q3 20231
REGL PROSHARES TR110.38%0.38%0.38%Q1 2018Q1 20181
VYM VANGUARD WHITEHALL FDS...110.37%0.37%0.37%Q1 2018Q1 20181
INPHI CORP110.36%0.36%0.36%Q4 2021Q4 20211
DEO DIAGEO P L C110.35%0.35%0.35%Q1 2020Q1 20201
XLC SELECT SECTOR SPDR TR110.35%0.35%0.35%Q3 2018Q3 20181
SAGE SAGE THERAPEUTICS INC110.35%0.35%0.35%Q3 2019Q3 20191
IWO ISHARES TR110.33%0.33%0.33%Q1 2022Q1 20221
IYE ISHARES TR110.33%0.33%0.33%Q3 2018Q3 20181
ADM ARCHER DANIELS MIDLAND CO110.32%0.32%0.32%Q1 2022Q1 20221
EXAS EXACT SCIENCES CORP110.30%0.30%0.30%Q2 2019Q2 20191
MAS MASCO CORP110.30%0.30%0.30%Q2 2018Q2 20181
IGBH ISHARES US ETF TR110.29%0.29%0.29%Q2 2019Q2 20191
WDAY WORKDAY INC110.28%0.28%0.28%Q2 2019Q2 20191
NUGT DIREXION SHS ETF TR110.28%0.28%0.28%Q2 2020Q2 20201
STIP ISHARES TR110.26%0.26%0.26%Q2 2019Q2 20191
RDSA ROYAL DUTCH SHELL PLC110.26%0.26%0.26%Q2 2019Q2 20191
MIC MACQUARIE INFRASTRUCTU...110.25%0.25%0.25%Q2 2019Q2 20191
DT DYNATRACE INC110.24%0.24%0.24%Q3 2023Q3 20231
EOG EOG RES INC110.24%0.24%0.24%Q2 2019Q2 20191
PAYC PAYCOM SOFTWARE INC110.24%0.24%0.24%Q2 2019Q2 20191
EAGG ISHARES TR110.24%0.24%0.24%Q2 2020Q2 20201
ESCR DBX ETF TR110.23%0.23%0.23%Q2 2019Q2 20191
CQQQ INVESCO EXCH TRADED FD...110.22%0.22%0.22%Q1 2021Q1 20211
UPLD UPLAND SOFTWARE INC110.20%0.20%0.20%Q4 2019Q4 20191
VGK VANGUARD INTL EQUITY I...110.20%0.20%0.20%Q4 2019Q4 20191
SJM SMUCKER J M CO110.20%0.20%0.20%Q2 2020Q2 20201
W WAYFAIR INC110.20%0.20%0.20%Q3 2020Q3 20201
ABNB AIRBNB INC110.19%0.19%0.19%Q3 2021Q3 20211
SO SOUTHERN CO110.19%0.19%0.19%Q4 2019Q4 20191
IAU ISHARES GOLD TR110.14%0.14%0.14%Q1 2021Q1 20211
LITE LUMENTUM HLDGS INC110.14%0.14%0.14%Q3 2020Q3 20201
ACB AURORA CANNABIS INC110.12%0.12%0.12%Q2 2019Q2 20191
ESGE ISHARES INC110.12%0.12%0.12%Q4 2020Q4 20201
IVOL KRANESHARES TR110.11%0.11%0.11%Q2 2021Q2 20211
TDIV FIRST TR EXCHANGE-TRAD...110.10%0.10%0.10%Q4 2022Q4 20221
A AGILENT TECHNOLOGIES INC110.10%0.10%0.10%Q4 2022Q4 20221
SHELL PLC110.09%0.09%0.09%Q1 2022Q1 20221
INNOVATOR ETFS TR110.09%0.09%0.09%Q3 2023Q3 20231
ITM VANECK ETF TRUST110.08%0.08%0.08%Q4 2021Q4 20211
SBLK STAR BULK CARRIERS CORP.110.08%0.08%0.08%Q4 2021Q4 20211
FITB FIFTH THIRD BANCORP110.08%0.08%0.08%Q4 2021Q4 20211
SAVA CASSAVA SCIENCES INC110.08%0.08%0.08%Q3 2021Q3 20211
INTU INTUIT110.08%0.08%0.08%Q3 2021Q3 20211
GNR SPDR INDEX SHS FDS110.08%0.08%0.08%Q2 2021Q2 20211
NPO ENPRO INDS INC110.07%0.07%0.07%Q2 2023Q2 20231
SCHD SCHWAB STRATEGIC TR110.07%0.07%0.07%Q3 2023Q3 20231
PSEC PROSPECT CAP CORP110.04%0.04%0.04%Q3 2020Q3 20201
NVDA NVIDIA CORP110.00%0.00%0.00%Q2 2019Q2 20191
INCY INCYTE CORP110.00%0.00%0.00%Q1 2018Q1 20181
ABBV ABBVIE INC110.00%0.00%0.00%Q2 2019Q2 20191
CLDR CLOUDERA INC110.00%0.00%0.00%Q1 2019Q1 20191
CRM SALESFORCE COM INC110.00%0.00%0.00%Q2 2019Q2 20191

The securities at the top of the list , including NUVEEN CA QUALTY MUN INCOME, HOME DEPOT INC, and CHEVRON CORP NEW, are the highest-conviction holdings of Castle Rock Wealth Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Castle Rock Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Castle Rock Wealth Management, LLC owns currently or has owned in the past.