361 is the total number of securities Sanctuary Wealth Management, L.L.C. has owned. The longest Sanctuary Wealth Management, L.L.C. has owned a single stock is 24 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VTI | VANGUARD INDEX FDS | 21 | 1 | 14.02% | 30.36% | 58.34% | Q1 2010 | Q3 2023 | 24 |
VEA | VANGUARD TAX-MANAGED I... | 21 | 1 | 1.50% | 7.32% | 27.46% | Q1 2010 | Q3 2023 | 24 |
BND | VANGUARD BD INDEX FDS | 21 | 1 | 0.20% | 2.55% | 6.16% | Q1 2010 | Q3 2023 | 24 |
AAPL | APPLE INC | 21 | 1 | 0.26% | 1.15% | 2.42% | Q1 2010 | Q3 2023 | 24 |
PM | PHILIP MORRIS INTL INC | 21 | 1 | 0.21% | 0.28% | 0.34% | Q1 2010 | Q3 2023 | 24 |
PG | PROCTER & GAMBLE CO | 21 | 1 | 0.18% | 0.27% | 0.33% | Q1 2010 | Q3 2023 | 24 |
SPTM | SPDR SER TR | 20 | 1 | 0.52% | 2.68% | 12.31% | Q1 2010 | Q3 2023 | 23 |
JPST | JP MORGAN EXCHANGE TRA... | 19 | 1 | 0.39% | 10.76% | 69.62% | Q1 2010 | Q3 2023 | 22 |
VNQ | VANGUARD INDEX FDS | 18 | 1 | 0.19% | 3.65% | 9.93% | Q1 2010 | Q3 2023 | 22 |
HYG | ISHARES TR | 14 | 1 | 0.08% | 1.79% | 8.37% | Q1 2010 | Q3 2023 | 19 |
AXON | AXON ENTERPRISE INC | 15 | 1 | 1.45% | 2.70% | 5.29% | Q1 2010 | Q3 2023 | 18 |
MINT | PIMCO ETF TR | 15 | 1 | 0.25% | 0.48% | 1.29% | Q1 2010 | Q3 2023 | 18 |
WTER | ALKALINE WTR CO INC | 17 | 1 | 0.00% | 0.02% | 0.06% | Q1 2010 | Q4 2022 | 18 |
JPUS | JP MORGAN EXCHANGE TRA... | 13 | 1 | 0.11% | 0.52% | 0.97% | Q1 2010 | Q3 2023 | 17 |
ARKK | ARK ETF TR | 11 | 1 | 0.57% | 2.24% | 8.67% | Q1 2010 | Q3 2023 | 16 |
BKCC | BLACKROCK CAPITAL INVE... | 13 | 1 | 0.08% | 0.29% | 0.44% | Q1 2010 | Q3 2023 | 16 |
PFF | ISHARES TR | 11 | 1 | 0.04% | 0.46% | 0.75% | Q1 2010 | Q3 2023 | 15 |
VT | VANGUARD INTL EQUITY I... | 8 | 1 | 0.16% | 0.23% | 0.32% | Q1 2010 | Q3 2023 | 15 |
VGT | VANGUARD WORLD FDS | 11 | 1 | 2.84% | 4.44% | 9.08% | Q1 2010 | Q3 2023 | 14 |
VCR | VANGUARD WORLD FDS | 11 | 1 | 2.50% | 4.05% | 9.07% | Q1 2010 | Q3 2023 | 14 |
VXUS | VANGUARD STAR FDS | 11 | 1 | 0.60% | 2.41% | 2.92% | Q1 2010 | Q3 2023 | 14 |
VHT | VANGUARD WORLD FDS | 11 | 1 | 0.91% | 2.16% | 2.88% | Q1 2010 | Q3 2023 | 14 |
EMQQ | EXCHANGE TRADED CONCEP... | 11 | 1 | 0.56% | 0.88% | 1.89% | Q1 2010 | Q3 2023 | 14 |
SPSB | SPDR SER TR | 13 | 13 | 0.34% | 2.41% | 21.24% | Q1 2018 | Q1 2021 | 13 |
VWO | VANGUARD INTL EQUITY I... | 9 | 1 | 0.01% | 2.06% | 9.13% | Q1 2010 | Q3 2023 | 13 |
F | FORD MTR CO DEL | 9 | 1 | 0.09% | 0.24% | 0.43% | Q1 2010 | Q3 2023 | 13 |
CLNC | COLONY CR REAL ESTATE INC | 12 | 12 | 0.89% | 2.71% | 4.60% | Q2 2018 | Q1 2021 | 12 |
BOND | PIMCO ETF TR | 8 | 1 | 0.02% | 0.46% | 0.77% | Q1 2010 | Q3 2023 | 12 |
GNL | GLOBAL NET LEASE INC | 12 | 12 | 0.20% | 0.27% | 0.34% | Q4 2017 | Q3 2020 | 12 |
BA | BOEING CO | 7 | 1 | 0.14% | 0.38% | 0.58% | Q1 2010 | Q3 2023 | 11 |
ON | ON SEMICONDUCTOR CORP | 8 | 1 | 0.24% | 0.33% | 0.41% | Q1 2010 | Q3 2023 | 11 |
XLK | SELECT SECTOR SPDR TR | 10 | 1 | 0.01% | 0.29% | 0.53% | Q3 2018 | Q3 2023 | 11 |
BNDX | VANGUARD CHARLOTTE FDS | 7 | 1 | 0.00% | 0.23% | 0.57% | Q1 2010 | Q3 2023 | 11 |
REM | ISHARES TR | 5 | 1 | 0.03% | 1.03% | 8.15% | Q1 2010 | Q3 2023 | 10 |
FSK | FS KKR CAP CORP | 7 | 1 | 0.35% | 0.44% | 0.60% | Q1 2010 | Q3 2023 | 10 |
DIS | DISNEY WALT CO | 4 | 1 | 0.21% | 0.30% | 0.48% | Q1 2010 | Q3 2023 | 10 |
DFAC | DIMENSIONAL ETF TRUST | 3 | 1 | 0.80% | 1.32% | 1.76% | Q1 2010 | Q3 2023 | 9 |
AMZN | AMAZON COM INC | 5 | 1 | 0.04% | 0.20% | 0.43% | Q1 2010 | Q3 2023 | 9 |
DIMENSIONAL ETF TRUST | 3 | 1 | 0.29% | 0.92% | 1.60% | Q1 2010 | Q3 2023 | 8 | |
DFAU | DIMENSIONAL ETF TRUST | 5 | 1 | 0.38% | 0.71% | 0.94% | Q1 2010 | Q3 2023 | 8 |
USRT | ISHARES TR | 3 | 1 | 0.01% | 0.13% | 0.30% | Q1 2010 | Q3 2023 | 8 |
VER | VEREIT INC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q4 2017 | Q2 2019 | 7 |
SHY | ISHARES TR | 3 | 1 | 0.40% | 17.57% | 47.37% | Q4 2017 | Q3 2023 | 6 |
DFAT | DIMENSIONAL ETF TRUST | 3 | 1 | 0.34% | 0.88% | 1.15% | Q1 2010 | Q3 2023 | 6 |
SPDW | SPDR INDEX SHS FDS | 2 | 1 | 0.14% | 0.63% | 1.89% | Q1 2010 | Q3 2023 | 6 |
MUB | ISHARES TR | 6 | 6 | 0.45% | 0.54% | 0.60% | Q3 2020 | Q4 2021 | 6 |
MSFT | MICROSOFT CORP | 2 | 1 | 0.15% | 0.20% | 0.27% | Q1 2010 | Q3 2023 | 6 |
JNJ | JOHNSON & JOHNSON | 2 | 1 | 0.11% | 0.19% | 0.35% | Q1 2010 | Q3 2023 | 6 |
VIG | VANGUARD SPECIALIZED F... | 2 | 1 | 0.13% | 0.17% | 0.24% | Q1 2010 | Q3 2023 | 6 |
ARCC | ARES CAPITAL CORP | 2 | 1 | 0.12% | 0.14% | 0.18% | Q1 2010 | Q3 2023 | 6 |
BXMT | BLACKSTONE MTG TR INC | 2 | 1 | 0.08% | 0.14% | 0.24% | Q1 2010 | Q3 2023 | 6 |
IVV | ISHARES TR | 1 | 1 | 4.50% | 11.75% | 19.67% | Q1 2010 | Q2 2023 | 5 |
QQQM | INVESCO EXCH TRADED FD... | 2 | 1 | 0.01% | 10.06% | 17.06% | Q1 2010 | Q3 2023 | 5 |
AFIN | AMERICAN FIN TR INC | 4 | 1 | 0.17% | 2.17% | 3.08% | Q3 2018 | Q4 2019 | 5 |
XLF | SELECT SECTOR SPDR TR | 2 | 1 | 0.00% | 0.96% | 4.81% | Q1 2010 | Q3 2023 | 5 |
VTV | VANGUARD INDEX FDS | 2 | 1 | 0.65% | 0.96% | 1.34% | Q1 2010 | Q3 2023 | 5 |
SHV | ISHARES TR | 2 | 1 | 0.00% | 0.52% | 2.53% | Q1 2010 | Q3 2023 | 5 |
FLOT | ISHARES TR | 2 | 1 | 0.09% | 0.23% | 0.42% | Q1 2010 | Q3 2023 | 5 |
SPEM | SPDR INDEX SHS FDS | 2 | 1 | 0.03% | 0.18% | 0.64% | Q1 2010 | Q3 2023 | 5 |
GE | GENERAL ELECTRIC CO | 5 | 5 | 0.07% | 0.13% | 0.18% | Q2 2020 | Q2 2021 | 5 |
MO | ALTRIA GROUP INC | 2 | 1 | 0.09% | 0.12% | 0.20% | Q1 2010 | Q3 2023 | 5 |
FB | META PLATFORMS INC | 2 | 1 | 0.01% | 0.07% | 0.22% | Q1 2010 | Q3 2023 | 5 |
ARKG | ARK ETF TR | 2 | 1 | 0.01% | 0.07% | 0.26% | Q1 2010 | Q3 2023 | 5 |
AUY | YAMANA GOLD INC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 5 |
FSKR | FS KKR CAP CORP II | 4 | 4 | 0.54% | 0.64% | 0.73% | Q2 2020 | Q1 2021 | 4 |
DFAI | DIMENSIONAL ETF TRUST | 2 | 1 | 0.24% | 0.44% | 0.75% | Q1 2010 | Q3 2023 | 4 |
DFAS | DIMENSIONAL ETF TRUST | 2 | 1 | 0.28% | 0.38% | 0.52% | Q1 2010 | Q3 2023 | 4 |
VDC | VANGUARD WORLD FDS | 2 | 1 | 0.00% | 0.25% | 0.73% | Q1 2010 | Q3 2023 | 4 |
NVDA | NVIDIA CORPORATION | 2 | 1 | 0.08% | 0.19% | 0.26% | Q1 2010 | Q3 2023 | 4 |
DGRO | ISHARES TR | 2 | 1 | 0.15% | 0.16% | 0.16% | Q1 2010 | Q3 2023 | 4 |
ORCL | ORACLE CORP | 2 | 1 | 0.12% | 0.14% | 0.16% | Q1 2010 | Q3 2023 | 4 |
DFAE | DIMENSIONAL ETF TRUST | 2 | 1 | 0.10% | 0.13% | 0.15% | Q1 2010 | Q3 2023 | 4 |
GENERAL ELECTRIC CO | 2 | 1 | 0.12% | 0.12% | 0.13% | Q1 2010 | Q3 2023 | 4 | |
NEE | NEXTERA ENERGY INC | 2 | 1 | 0.09% | 0.12% | 0.14% | Q1 2010 | Q3 2023 | 4 |
IBM | INTERNATIONAL BUSINESS... | 2 | 1 | 0.09% | 0.12% | 0.14% | Q1 2010 | Q3 2023 | 4 |
VOO | VANGUARD INDEX FDS | 2 | 1 | 0.11% | 0.11% | 0.12% | Q1 2010 | Q3 2023 | 4 |
PHILLIPS EDISON & CO INC | 2 | 1 | 0.11% | 0.11% | 0.11% | Q1 2010 | Q3 2023 | 4 | |
DAL | DELTA AIR LINES INC DEL | 2 | 1 | 0.09% | 0.11% | 0.13% | Q1 2010 | Q3 2023 | 4 |
ES | EVERSOURCE ENERGY | 2 | 1 | 0.08% | 0.10% | 0.12% | Q1 2010 | Q3 2023 | 4 |
DFUS | DIMENSIONAL ETF TRUST | 2 | 1 | 0.09% | 0.09% | 0.09% | Q1 2010 | Q3 2023 | 4 |
GBCI | GLACIER BANCORP INC NEW | 2 | 1 | 0.06% | 0.08% | 0.11% | Q1 2010 | Q3 2023 | 4 |
FNV | FRANCO NEV CORP | 2 | 1 | 0.07% | 0.07% | 0.08% | Q1 2010 | Q3 2023 | 4 |
NFLX | NETFLIX INC | 2 | 1 | 0.00% | 0.07% | 0.15% | Q1 2010 | Q3 2023 | 4 |
XLE | SELECT SECTOR SPDR TR | 2 | 1 | 0.00% | 0.07% | 0.10% | Q1 2010 | Q3 2023 | 4 |
COP | CONOCOPHILLIPS | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2010 | Q3 2023 | 4 |
GOOG | ALPHABET INC | 2 | 1 | 0.05% | 0.07% | 0.09% | Q1 2010 | Q3 2023 | 4 |
KO | COCA COLA CO | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2010 | Q3 2023 | 4 |
SGOL | ABRDN GOLD ETF TRUST | 2 | 1 | 0.06% | 0.07% | 0.07% | Q1 2010 | Q3 2023 | 4 |
UNP | UNION PAC CORP | 2 | 1 | 0.06% | 0.07% | 0.07% | Q1 2010 | Q3 2023 | 4 |
VCSH | VANGUARD SCOTTSDALE FDS | 2 | 1 | 0.06% | 0.07% | 0.07% | Q1 2010 | Q3 2023 | 4 |
HD | HOME DEPOT INC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q1 2010 | Q3 2023 | 4 |
IWN | ISHARES TR | 2 | 1 | 0.03% | 0.06% | 0.07% | Q1 2010 | Q3 2023 | 4 |
IWM | ISHARES TR | 2 | 1 | 0.05% | 0.06% | 0.06% | Q1 2010 | Q3 2023 | 4 |
TSLA | TESLA INC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q1 2010 | Q3 2023 | 4 |
ABBV | ABBVIE INC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q1 2010 | Q3 2023 | 4 |
BX | BLACKSTONE INC | 2 | 1 | 0.01% | 0.05% | 0.09% | Q1 2010 | Q3 2023 | 4 |
CRM | SALESFORCE INC | 2 | 1 | 0.00% | 0.04% | 0.10% | Q1 2010 | Q3 2023 | 4 |
ADBE | ADOBE SYSTEMS INCORPOR... | 2 | 1 | 0.00% | 0.04% | 0.09% | Q1 2010 | Q3 2023 | 4 |
LOW | LOWES COS INC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2010 | Q3 2023 | 4 |
PANW | PALO ALTO NETWORKS INC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2010 | Q3 2023 | 4 |
PFE | PFIZER INC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q1 2010 | Q3 2023 | 4 |
BHP | BHP GROUP LTD | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2010 | Q3 2023 | 4 |
SO | SOUTHERN CO | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2010 | Q3 2023 | 4 |
SCCO | SOUTHERN COPPER CORP | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2010 | Q3 2023 | 4 |
GILD | GILEAD SCIENCES INC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2010 | Q3 2023 | 4 |
KHC | KRAFT HEINZ CO | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2010 | Q3 2023 | 4 |
AMLP | ALPS ETF TR | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2010 | Q3 2023 | 4 |
MFC | MANULIFE FINL CORP | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2010 | Q3 2023 | 4 |
DOW | DOW INC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2010 | Q3 2023 | 4 |
GSK PLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2010 | Q3 2023 | 4 | |
BTI | BRITISH AMERN TOB PLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2010 | Q3 2023 | 4 |
PRU | PRUDENTIAL FINL INC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2010 | Q3 2023 | 4 |
RIO | RIO TINTO PLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2010 | Q3 2023 | 4 |
BIZD | VANECK ETF TRUST | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2010 | Q3 2023 | 4 |
COST | COSTCO WHSL CORP NEW | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2010 | Q3 2023 | 4 |
VZ | VERIZON COMMUNICATIONS... | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2010 | Q3 2023 | 4 |
HPS | HANCOCK JOHN PFD INCOM... | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2010 | Q3 2023 | 4 |
IP | INTERNATIONAL PAPER CO | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2010 | Q3 2023 | 4 |
MDLZ | MONDELEZ INTL INC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2010 | Q3 2023 | 4 |
QCOM | QUALCOMM INC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2010 | Q3 2023 | 4 |
RNP | COHEN & STEERS REIT & ... | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2010 | Q3 2023 | 4 |
WFC | WELLS FARGO CO NEW | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2010 | Q3 2023 | 4 |
VEU | VANGUARD INTL EQUITY I... | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2010 | Q3 2023 | 4 |
MYD | BLACKROCK MUNIYIELD FD... | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2010 | Q3 2023 | 4 |
QQQ | INVESCO QQQ TR | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2010 | Q3 2023 | 4 |
WMT | WALMART INC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2010 | Q3 2023 | 4 |
MU | MICRON TECHNOLOGY INC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2010 | Q3 2023 | 4 |
NUE | NUCOR CORP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2010 | Q3 2023 | 4 |
RUMBLE INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2010 | Q3 2023 | 4 | |
DE | DEERE & CO | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2010 | Q3 2023 | 4 |
PYPL | PAYPAL HLDGS INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
HPI | HANCOCK JOHN PFD INCOM... | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2010 | Q3 2023 | 4 |
MCD | MCDONALDS CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
MA | MASTERCARD INCORPORATED | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
ZM | ZOOM VIDEO COMMUNICATI... | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
AOR | ISHARES TR | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
HYS | PIMCO ETF TR | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
VYM | VANGUARD WHITEHALL FDS | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
LYB | LYONDELLBASELL INDUSTR... | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
SLB | SCHLUMBERGER LTD | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
MELI | MERCADOLIBRE INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
DHR | DANAHER CORPORATION | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
SBUX | STARBUCKS CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
CINF | CINCINNATI FINL CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
LUV | SOUTHWEST AIRLS CO | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
CVX | CHEVRON CORP NEW | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
LEGR | FIRST TR EXCHANGE-TRAD... | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
LDUR | PIMCO ETF TR | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
UPS | UNITED PARCEL SERVICE INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
ADSK | AUTODESK INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
RQI | COHEN & STEERS QUALITY... | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
VRTX | VERTEX PHARMACEUTICALS... | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2010 | Q3 2023 | 4 |
HALEON PLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 | |
COIN | COINBASE GLOBAL INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
AMAT | APPLIED MATLS INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
SQ | BLOCK INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
NIO | NIO INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
TGT | TARGET CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
GLD | SPDR GOLD TR | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
CSCO | CISCO SYS INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
FFC | FLAHERTY & CRUMRINE PF... | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
WOPEY | WOODSIDE ENERGY GROUP LTD | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
EFA | ISHARES TR | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
CTR | CLEARBRIDGE MLP AND MI... | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
EPAM | EPAM SYS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2010 | Q3 2023 | 4 |
WRK | WESTROCK CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2010 | Q3 2023 | 4 |
NKE | NIKE INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2010 | Q3 2023 | 4 |
RTX | RAYTHEON TECHNOLOGIES ... | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2010 | Q3 2023 | 4 |
CDNS | CADENCE DESIGN SYSTEM INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
TTD | THE TRADE DESK INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
TJX | TJX COS INC NEW | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
EQNR | EQUINOR ASA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
CAT | CATERPILLAR INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2010 | Q3 2023 | 4 |
UNH | UNITEDHEALTH GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
JPM | JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
AMP | AMERIPRISE FINL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
AZN | ASTRAZENECA PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
BBY | BEST BUY INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
BTZ | BLACKROCK CR ALLOCATIO... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
CRWD | CROWDSTRIKE HLDGS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
HES | HESS CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
IR | INGERSOLL RAND INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
JPEM | J P MORGAN EXCHANGE TR... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
LLY | LILLY ELI & CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2010 | Q3 2023 | 4 |
SYLVAMO CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 | |
AKAM | AKAMAI TECHNOLOGIES INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
INTC | INTEL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
HEAR | TURTLE BEACH CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
SONY | SONY GROUP CORPORATION | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
T | AT&T INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
V | VISA INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
APTV | APTIV PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
MAIN | MAIN STR CAP CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
MMC | MARSH & MCLENNAN COS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
AGCO | AGCO CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
ICLN | ISHARES TR | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
ECL | ECOLAB INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
ETSY | ETSY INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
EVGO | EVGO INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
MTN | VAIL RESORTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
SHOP | SHOPIFY INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
ALC | ALCON AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
TAK | TAKEDA PHARMACEUTICAL ... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
NATI | NATIONAL INSTRS CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
UL | UNILEVER PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
MRNA | MODERNA INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
NXPI | NXP SEMICONDUCTORS N V | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
GMAB | GENMAB A/S | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
BIO | BIO RAD LABS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
VMW | VMWARE INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
BNTX | BIONTECH SE | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
AMD | ADVANCED MICRO DEVICES... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
SE | SEA LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
PTC | PTC INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
KEYS | KEYSIGHT TECHNOLOGIES INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
KYNDRYL HLDGS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 | |
LI | LI AUTO INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
LH | LABORATORY CORP AMER H... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
MSA | MSA SAFETY INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
EFG | ISHARES TR | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
MEG | MONTROSE ENVIRONMENTAL... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
PTON | PELOTON INTERACTIVE INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
DIV | GLOBAL X FDS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
TROW | PRICE T ROWE GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
SHLS | SHOALS TECHNOLOGIES GR... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
EA | ELECTRONIC ARTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
TRMB | TRIMBLE INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
CIEN | CIENA CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
VFH | VANGUARD WORLD FDS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
BMRN | BIOMARIN PHARMACEUTICA... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
VIS | VANGUARD WORLD FDS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
VAW | VANGUARD WORLD FDS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
VOX | VANGUARD WORLD FDS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
VTWG | VANGUARD SCOTTSDALE FDS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
AVB | AVALONBAY CMNTYS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
WDC | WESTERN DIGITAL CORP. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
MDT | MEDTRONIC PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
BE | BLOOM ENERGY CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
VTRS | VIATRIS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
TDOC | TELADOC HEALTH INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
BLDP | BALLARD PWR SYS INC NEW | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
FCEL | FUELCELL ENERGY INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
AMPIO PHARMACEUTICALS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 | |
OXYWS | OCCIDENTAL PETE CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
MRTX | MIRATI THERAPEUTICS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
WARNER BROS DISCOVERY INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 | |
LYFT | LYFT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
VGIT | VANGUARD SCOTTSDALE FDS | 2 | 1 | 15.52% | 17.77% | 19.36% | Q1 2021 | Q4 2021 | 3 |
VGSH | VANGUARD SCOTTSDALE FDS | 2 | 1 | 9.26% | 15.10% | 19.22% | Q1 2021 | Q4 2021 | 3 |
ILCG | ISHARES TR | 2 | 1 | 0.00% | 3.28% | 5.62% | Q1 2010 | Q3 2023 | 3 |
TLT | ISHARES TR | 2 | 1 | 0.00% | 3.18% | 9.49% | Q4 2017 | Q3 2023 | 3 |
RDIV | INVESCO EXCH TRADED FD... | 2 | 1 | 0.04% | 0.08% | 0.11% | Q1 2010 | Q3 2023 | 3 |
LINDE PLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2010 | Q3 2023 | 3 | |
CDC | VICTORY PORTFOLIOS II | 2 | 1 | 0.01% | 0.04% | 0.05% | Q1 2010 | Q3 2023 | 3 |
GOOGL | ALPHABET INC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q1 2010 | Q2 2023 | 3 |
GE HEALTHCARE TECHNOLO... | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2010 | Q3 2023 | 3 | |
BRKB | BERKSHIRE HATHAWAY INC... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2010 | Q2 2023 | 3 |
RIVIAN AUTOMOTIVE INC | 1 | 1 | 0.00% | 0.03% | 0.04% | Q1 2010 | Q2 2023 | 3 | |
FTCS | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2010 | Q2 2023 | 3 |
GHY | PGIM GLOBAL HIGH YIELD... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q2 2023 | 3 |
IWF | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q2 2023 | 3 |
KRE | SPDR SER TR | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 3 |
IJH | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q2 2023 | 3 |
ZTS | ZOETIS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
STZ | CONSTELLATION BRANDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
MRVL | MARVELL TECHNOLOGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
HLT | HILTON WORLDWIDE HLDGS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
BLK | BLACKROCK INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
COF | CAPITAL ONE FINL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
CARR | CARRIER GLOBAL CORPORA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
PLD | PROLOGIS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
SHW | SHERWIN WILLIAMS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
TMO | THERMO FISHER SCIENTIF... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
LHX | L3HARRIS TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
TFC | TRUIST FINL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
GRMN | GARMIN LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2023 | 3 |
VOOV | VANGUARD ADMIRAL FDS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 3 |
MGK | VANGUARD WORLD FD | 1 | 1 | 5.87% | 7.35% | 8.83% | Q2 2021 | Q1 2022 | 2 |
FTEC | FIDELITY COVINGTON TRUST | 1 | 1 | 4.37% | 5.00% | 5.64% | Q1 2010 | Q2 2023 | 2 |
SGFY | SIGNIFY HEALTH INC | 2 | 2 | 0.60% | 0.65% | 0.70% | Q1 2022 | Q2 2022 | 2 |
BUFD | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.29% | 0.30% | 0.30% | Q2 2023 | Q3 2023 | 2 |
JPIN | JP MORGAN EXCHANGE TRA... | 2 | 2 | 0.21% | 0.29% | 0.38% | Q2 2019 | Q3 2019 | 2 |
BUFR | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
JPME | J P MORGAN EXCHANGE TR... | 2 | 2 | 0.05% | 0.11% | 0.17% | Q2 2023 | Q3 2023 | 2 |
RYU | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.05% | 0.09% | 0.12% | Q2 2023 | Q3 2023 | 2 |
SPY | SPDR S&P 500 ETF TR | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
PSLV | SPROTT PHYSICAL SILVER TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2010 | Q4 2022 | 2 |
FNCL | FIDELITY COVINGTON TRUST | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
MGA | MAGNA INTL INC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2010 | Q4 2022 | 2 |
FTGC | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
VLO | VALERO ENERGY CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SPOT | SPOTIFY TECHNOLOGY S A | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2010 | Q4 2022 | 2 |
GLU | GABELLI GLOBL UTIL & I... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2010 | Q4 2022 | 2 |
ANNALY CAPITAL MANAGEM... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2010 | Q4 2022 | 2 | |
BSV | VANGUARD BD INDEX FDS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PTY | PIMCO CORPORATE & INCO... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q4 2022 | 2 |
LMBS | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
COM | DIREXION SHS ETF TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
DVN | DEVON ENERGY CORP NEW | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HAL | HALLIBURTON CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2010 | Q4 2022 | 2 |
CVS | CVS HEALTH CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2010 | Q4 2022 | 2 |
UAL | UNITED AIRLS HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q4 2022 | 2 |
ALKALINE WTR CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 | |
HOG | HARLEY DAVIDSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q4 2022 | 2 |
PPL | PPL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q4 2022 | 2 |
ABT | ABBOTT LABS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q4 2022 | 2 |
SPLG | SPDR SER TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CCL | CARNIVAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q4 2022 | 2 |
VXF | VANGUARD INDEX FDS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
USMV | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FORESIGHT AUTONOMOUS H... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 | |
FRSX | FORESIGHT AUTONOMOUS H... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q4 2022 | 2 |
IEMG | ISHARES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PULS | PGIM ETF TR | 1 | 1 | 20.96% | 20.96% | 20.96% | Q3 2023 | Q3 2023 | 1 |
VGLT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 10.89% | 10.89% | 10.89% | Q4 2021 | Q4 2021 | 1 |
BIL | SPDR SER TR | 1 | 1 | 8.54% | 8.54% | 8.54% | Q3 2023 | Q3 2023 | 1 |
ITOT | ISHARES TR | 1 | 1 | 5.78% | 5.78% | 5.78% | Q2 2021 | Q2 2021 | 1 |
GSEW | GOLDMAN SACHS ETF TR | 1 | 1 | 5.55% | 5.55% | 5.55% | Q2 2021 | Q2 2021 | 1 |
QQQE | DIREXION SHS ETF TR | 1 | 1 | 4.37% | 4.37% | 4.37% | Q1 2010 | Q1 2010 | 1 |
MDY | SPDR S&P MIDCAP 400 ET... | 1 | 1 | 4.18% | 4.18% | 4.18% | Q1 2022 | Q1 2022 | 1 |
CLNC | COLONY NORTHSTAR CR RE... | 1 | 1 | 4.04% | 4.04% | 4.04% | Q1 2018 | Q1 2018 | 1 |
QTEC | FIRST TR NASDAQ 100 TE... | 1 | 1 | 3.97% | 3.97% | 3.97% | Q4 2020 | Q4 2020 | 1 |
IWY | ISHARES TR | 1 | 1 | 3.82% | 3.82% | 3.82% | Q4 2020 | Q4 2020 | 1 |
IXN | ISHARES TR | 1 | 1 | 3.78% | 3.78% | 3.78% | Q4 2020 | Q4 2020 | 1 |
BRSP | BRIGHTSPIRE CAPITAL INC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2021 | Q2 2021 | 1 |
GSY | CLAYMORE EXCHANGE TRD ... | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q4 2017 | 1 |
NAVITAS SEMICONDUCTOR ... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 | |
FVD | FIRST TR VALUE LINE DI... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
LIN | LINDE PLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
SMH | VANECK ETF TRUST | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
RDVY | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
IYW | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FRC | FIRST REP BK SAN FRANC... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2010 | Q1 2010 | 1 |
NEAR | ISHARES U S ETF TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SCHE | SCHWAB STRATEGIC TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NTLA | INTELLIA THERAPEUTICS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q1 2010 | 1 |
DUTCH BROS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 | |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
CHK | CHESAPEAKE ENERGY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MAT | MATTEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MTB | M & T BK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ADI | ANALOG DEVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ABBOTT LABS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 | |
TLRY | TILRAY BRANDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARA | MARATHON DIGITAL HOLDI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROBINHOOD MKTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
SCHX | SCHWAB STRATEGIC TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VXZ | BARCLAYS BANK PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WKHS | WORKHORSE GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RBLX | ROBLOX CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QS | QUANTUMSCAPE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FORTREA HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
PEAKSTONE REALTY TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
PCOR | PROCORE TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHPT | CHARGEPOINT HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JETS | ETF SER SOLUTIONS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ITCI | INTRA-CELLULAR THERAPI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DRSK | ETF SER SOLUTIONS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
INMD | INMODE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SPWR | SUNPOWER CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
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The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD TAX-MANAGED INTL FD, and VANGUARD BD INDEX FDS, are the highest-conviction holdings of Sanctuary Wealth Management, L.L.C..
The conviction is calculated by counting the number of quarters a security has been reported by Sanctuary Wealth Management, L.L.C.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Sanctuary Wealth Management, L.L.C. owns currently or has owned in the past.