Huber Financial Advisors, LLC holdings history

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156 is the total number of securities Huber Financial Advisors, LLC has owned. The longest Huber Financial Advisors, LLC has owned a single stock is 10 quarters.

Huber Financial Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
BNDX VANGUARD CHARLOTTE FDS101014.99%19.79%27.65%Q4 2017Q1 202010
EMLP FIRST TR EXCHANGE-TRAD...10105.14%7.37%9.75%Q4 2017Q1 202010
VEA VANGUARD TAX-MANAGED I...10101.99%5.29%8.46%Q4 2017Q1 202010
LFUS LITTELFUSE INC10101.03%2.57%4.68%Q4 2017Q1 202010
AAPL APPLE INC10101.37%1.97%2.66%Q4 2017Q1 202010
NAD NUVEEN QUALITY MUNCP I...10100.91%1.54%2.80%Q4 2017Q1 202010
NEA NUVEEN AMT FREE QLTY M...10100.83%1.37%2.40%Q4 2017Q1 202010
SCHZ SCHWAB STRATEGIC TR10100.33%1.36%3.20%Q4 2017Q1 202010
VTI VANGUARD INDEX FDS10100.59%1.34%2.08%Q4 2017Q1 202010
MSFT MICROSOFT CORP10100.71%1.28%2.08%Q4 2017Q1 202010
RWO SPDR INDEX SHS FDS10100.37%1.12%1.72%Q4 2017Q1 202010
VIG VANGUARD SPECIALIZED F...10100.34%0.99%2.38%Q4 2017Q1 202010
SCHF SCHWAB STRATEGIC TR10100.35%0.99%2.53%Q4 2017Q1 202010
NZF NUVEEN MUNICIPAL CREDI...10100.52%0.93%1.63%Q4 2017Q1 202010
VNQ VANGUARD INDEX FDS10100.39%0.92%1.79%Q4 2017Q1 202010
AON AON PLC10100.52%0.92%1.48%Q4 2017Q1 202010
VWO VANGUARD INTL EQUITY I...10100.37%0.87%1.44%Q4 2017Q1 202010
ABBV ABBVIE INC10100.41%0.68%1.31%Q4 2017Q1 202010
VBR VANGUARD INDEX FDS10100.22%0.64%1.30%Q4 2017Q1 202010
SCHB SCHWAB STRATEGIC TR10100.54%0.63%0.80%Q4 2017Q1 202010
WBA WALGREENS BOOTS ALLIAN...10100.24%0.59%1.08%Q4 2017Q1 202010
T AT&T INC10100.29%0.59%1.17%Q4 2017Q1 202010
TOTL SSGA ACTIVE ETF TR10100.44%0.57%0.70%Q4 2017Q1 202010
VBK VANGUARD INDEX FDS10100.27%0.56%0.92%Q4 2017Q1 202010
SCL STEPAN CO10100.34%0.55%0.90%Q4 2017Q1 202010
ALL ALLSTATE CORP10100.23%0.48%0.82%Q4 2017Q1 202010
TFI SPDR SER TR10100.35%0.48%0.99%Q4 2017Q1 202010
ABT ABBOTT LABS10100.36%0.48%0.71%Q4 2017Q1 202010
AMGN AMGEN INC10100.30%0.43%0.52%Q4 2017Q1 202010
ITW ILLINOIS TOOL WKS INC10100.22%0.41%0.82%Q4 2017Q1 202010
PMF PIMCO MUN INCOME FD10100.23%0.40%0.66%Q4 2017Q1 202010
UNH UNITEDHEALTH GROUP INC10100.21%0.38%0.60%Q4 2017Q1 202010
FB FACEBOOK INC10100.20%0.36%0.65%Q4 2017Q1 202010
IEFA ISHARES TR10100.23%0.34%0.52%Q4 2017Q1 202010
XOM EXXON MOBIL CORP10100.10%0.32%0.60%Q4 2017Q1 202010
AFG AMERICAN FINL GROUP IN...10100.13%0.32%0.57%Q4 2017Q1 202010
BRKB BERKSHIRE HATHAWAY INC...10100.19%0.31%0.51%Q4 2017Q1 202010
EXC EXELON CORP10100.16%0.30%0.43%Q4 2017Q1 202010
PEP PEPSICO INC10100.19%0.30%0.52%Q4 2017Q1 202010
SPY SPDR S&P 500 ETF TR10100.15%0.30%0.84%Q4 2017Q1 202010
LRGF ISHARES TR10100.09%0.30%0.49%Q4 2017Q1 202010
SCHP SCHWAB STRATEGIC TR10100.18%0.30%0.44%Q4 2017Q1 202010
FNDX SCHWAB STRATEGIC TR10100.17%0.29%0.42%Q4 2017Q1 202010
ADP AUTOMATIC DATA PROCESS...10100.11%0.28%0.49%Q4 2017Q1 202010
VYM VANGUARD WHITEHALL FDS...10100.14%0.27%0.47%Q4 2017Q1 202010
IBM INTERNATIONAL BUSINESS...10100.12%0.27%0.52%Q4 2017Q1 202010
FR FIRST INDUSTRIAL REALT...10100.10%0.25%0.44%Q4 2017Q1 202010
VUG VANGUARD INDEX FDS10100.20%0.25%0.32%Q4 2017Q1 202010
IWV ISHARES TR10100.12%0.23%0.42%Q4 2017Q1 202010
IVV ISHARES TR10100.11%0.22%0.33%Q4 2017Q1 202010
FNDF SCHWAB STRATEGIC TR10100.08%0.21%0.30%Q4 2017Q1 202010
DIS DISNEY WALT CO10100.14%0.20%0.26%Q4 2017Q1 202010
JPM JPMORGAN CHASE & CO10100.11%0.19%0.35%Q4 2017Q1 202010
JNJ JOHNSON & JOHNSON10100.10%0.19%0.34%Q4 2017Q1 202010
IWF ISHARES TR10100.12%0.18%0.25%Q4 2017Q1 202010
VZ VERIZON COMMUNICATIONS...10100.11%0.18%0.35%Q4 2017Q1 202010
IJH ISHARES TR10100.10%0.17%0.28%Q4 2017Q1 202010
BAX BAXTER INTL INC10100.09%0.17%0.30%Q4 2017Q1 202010
AGG ISHARES TR10100.09%0.16%0.24%Q4 2017Q1 202010
SNGX SOLIGENIX INC10100.00%0.01%0.02%Q4 2017Q1 202010
DE DEERE & CO990.38%0.63%1.07%Q1 2018Q1 20209
BOX BOX INC990.25%0.50%0.89%Q1 2018Q1 20209
ALRM ALARM COM HLDGS INC990.18%0.43%0.85%Q1 2018Q1 20209
INTC INTEL CORP990.23%0.33%0.53%Q1 2018Q1 20209
PFE PFIZER INC990.18%0.27%0.34%Q1 2018Q1 20209
BMY BRISTOL-MYERS SQUIBB CO990.17%0.26%0.42%Q1 2018Q1 20209
VNQI VANGUARD INTL EQUITY I...990.15%0.24%0.37%Q4 2017Q4 20199
VTEB VANGUARD MUN BD FD INC990.19%0.24%0.34%Q1 2018Q1 20209
ONB OLD NATL BANCORP IND990.10%0.21%0.36%Q1 2018Q1 20209
CSCO CISCO SYS INC990.12%0.20%0.29%Q1 2018Q1 20209
WFC WELLS FARGO CO NEW990.10%0.20%0.40%Q4 2017Q4 20199
IWM ISHARES TR990.11%0.18%0.22%Q1 2018Q1 20209
PG PROCTER & GAMBLE CO630.10%0.18%0.37%Q4 2017Q1 20209
IUSB ISHARES TR990.11%0.17%0.27%Q1 2018Q1 20209
BAC BANK AMER CORP990.10%0.17%0.27%Q4 2017Q4 20199
EW EDWARDS LIFESCIENCES CORP990.10%0.15%0.21%Q1 2018Q1 20209
CELG CELGENE CORP880.12%0.72%1.63%Q4 2017Q3 20198
FNDA SCHWAB STRATEGIC TR880.19%0.62%1.55%Q2 2018Q1 20208
SCHE SCHWAB STRATEGIC TR880.18%0.35%0.55%Q2 2018Q1 20208
PZZA PAPA JOHNS INTL INC880.10%0.26%0.40%Q2 2018Q1 20208
MINT PIMCO ETF TR620.13%0.24%0.33%Q1 2018Q1 20208
HD HOME DEPOT INC880.14%0.19%0.31%Q2 2018Q1 20208
EFA ISHARES TR440.09%0.16%0.25%Q4 2017Q4 20198
AEP AMERICAN ELEC PWR INC880.09%0.13%0.20%Q2 2018Q1 20208
SCOR COMSCORE INC880.01%0.12%0.29%Q2 2018Q1 20208
DGRW WISDOMTREE TR774.57%14.27%16.44%Q3 2018Q1 20207
MTUM ISHARES TR774.52%13.90%16.43%Q3 2018Q1 20207
AGGY WISDOMTREE TR770.31%1.31%2.14%Q3 2018Q1 20207
TXN TEXAS INSTRS INC430.10%0.21%0.45%Q4 2017Q3 20197
CVX CHEVRON CORP NEW410.07%0.15%0.26%Q4 2017Q4 20197
NLY ANNALY CAP MGMT INC770.02%0.05%0.08%Q3 2018Q1 20207
DDWM WISDOMTREE TR660.14%0.87%1.38%Q4 2018Q1 20206
CAT CATERPILLAR INC DEL660.32%0.57%0.97%Q4 2017Q1 20196
USFR WISDOMTREE TR660.11%0.29%0.49%Q4 2018Q1 20206
AMLP ALPS ETF TR660.06%0.18%0.44%Q4 2018Q1 20206
SCHA SCHWAB STRATEGIC TR510.10%0.16%0.35%Q3 2018Q1 20206
ELF E L F BEAUTY INC660.06%0.13%0.24%Q1 2018Q2 20196
ORCL ORACLE CORP510.08%0.13%0.21%Q1 2018Q1 20206
EES WISDOMTREE TR550.70%4.01%5.29%Q1 2019Q1 20205
FNDE SCHWAB STRATEGIC TR550.20%0.80%1.62%Q1 2019Q1 20205
INTF ISHARES TR550.11%0.56%0.93%Q1 2019Q1 20205
ESI ELEMENT SOLUTIONS INC550.30%0.41%0.49%Q1 2019Q1 20205
MRK MERCK & CO INC550.10%0.36%0.48%Q2 2018Q2 20195
MUB ISHARES TR550.11%0.23%0.37%Q1 2019Q1 20205
MO ALTRIA GROUP INC410.11%0.22%0.37%Q4 2017Q1 20195
HF HFF INC210.12%0.19%0.27%Q4 2017Q2 20195
MSI MOTOROLA SOLUTIONS INC550.11%0.14%0.16%Q1 2019Q1 20205
BP BP PLC210.08%0.12%0.19%Q2 2018Q4 20195
AXP AMERICAN EXPRESS CO550.08%0.12%0.14%Q1 2019Q1 20205
BA BOEING CO410.08%0.11%0.16%Q3 2018Q4 20195
GOOG ALPHABET INC550.09%0.09%0.11%Q1 2019Q1 20205
VLUE ISHARES TR440.37%1.31%2.64%Q2 2019Q1 20204
PAH PLATFORM SPECIALTY PRO...440.56%0.88%1.05%Q1 2018Q4 20184
IAGG ISHARES TR440.14%0.40%0.82%Q2 2019Q1 20204
BOND PIMCO ETF TR440.20%0.37%0.46%Q2 2019Q1 20204
SRE SEMPRA ENERGY440.29%0.35%0.39%Q4 2017Q3 20184
DWDP DOWDUPONT INC440.13%0.20%0.29%Q2 2018Q1 20194
ZUO ZUORA INC440.11%0.12%0.13%Q2 2019Q1 20204
HEI HEICO CORP NEW310.08%0.12%0.17%Q3 2018Q4 20194
WMT WALMART INC440.09%0.10%0.10%Q2 2019Q1 20204
LMT LOCKHEED MARTIN CORP440.08%0.09%0.10%Q2 2019Q1 20204
DESP DESPEGAR COM CORP440.04%0.09%0.12%Q2 2019Q1 20204
ABT ABBOTT LABS440.02%0.02%0.04%Q2 2019Q1 20204
CFX COLFAX CORP330.41%0.50%0.57%Q1 2018Q3 20183
SDY SPDR SERIES TRUST210.11%0.17%0.23%Q4 2017Q1 20193
CMPR CIMPRESS N V330.12%0.13%0.15%Q1 2019Q3 20193
SCZ ISHARES TR210.07%0.09%0.10%Q1 2019Q4 20193
HON HONEYWELL INTL INC330.07%0.08%0.09%Q2 2019Q4 20193
ABBV ABBVIE INC210.01%0.02%0.03%Q2 2019Q1 20203
QTRHF QUARTERHILL INC330.01%0.02%0.02%Q4 2017Q2 20183
REET ISHARES TR220.62%0.69%0.76%Q4 2019Q1 20202
USB US BANCORP DEL220.22%0.24%0.25%Q4 2017Q1 20182
VOO VANGUARD INDEX FDS220.16%0.17%0.19%Q4 2019Q1 20202
VO VANGUARD INDEX FDS220.12%0.14%0.15%Q4 2019Q1 20202
VTV VANGUARD INDEX FDS220.08%0.08%0.09%Q3 2019Q4 20192
ABBV ABBVIE INC220.03%0.03%0.03%Q2 2019Q3 20192
AAPL APPLE INC220.03%0.03%0.03%Q3 2019Q4 20192
BLE BLACKROCK MUNI INCOME ...110.64%0.64%0.64%Q4 2017Q4 20171
TWLO TWILIO INC110.41%0.41%0.41%Q1 2018Q1 20181
DLS WISDOMTREE TR110.33%0.33%0.33%Q1 2020Q1 20201
HDV ISHARES TR110.28%0.28%0.28%Q4 2017Q4 20171
MA MASTERCARD INCORPORATED110.24%0.24%0.24%Q4 2017Q4 20171
SBUX STARBUCKS CORP110.24%0.24%0.24%Q4 2017Q4 20171
K KELLOGG CO110.20%0.20%0.20%Q1 2018Q1 20181
KO COCA COLA CO110.16%0.16%0.16%Q1 2019Q1 20191
CMPR CIMPRESS PLC110.13%0.13%0.13%Q4 2019Q4 20191
ES EVERSOURCE ENERGY110.13%0.13%0.13%Q1 2019Q1 20191
QQQ INVESCO QQQ TR110.11%0.11%0.11%Q4 2018Q4 20181
FNDC SCHWAB STRATEGIC TR110.11%0.11%0.11%Q1 2019Q1 20191
DUK DUKE ENERGY CORP NEW110.10%0.10%0.10%Q1 2019Q1 20191
BND VANGUARD BD INDEX FDS110.09%0.09%0.09%Q1 2020Q1 20201
AMZN AMAZON COM INC110.09%0.09%0.09%Q1 2020Q1 20201
ACST ACASTI PHARMA INC110.03%0.03%0.03%Q4 2019Q4 20191
WBA WALGREENS BOOTS ALLIAN...110.02%0.02%0.02%Q3 2019Q3 20191
DIG PROSHARES TR110.02%0.02%0.02%Q1 2020Q1 20201
SPY SPDR S&P 500 ETF TR110.01%0.01%0.01%Q1 2020Q1 20201
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The securities at the top of the list , including VANGUARD CHARLOTTE FDS, FIRST TR EXCHANGE-TRADED FD, and VANGUARD TAX-MANAGED INTL FD, are the highest-conviction holdings of Huber Financial Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Huber Financial Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Huber Financial Advisors, LLC owns currently or has owned in the past.