130 is the total number of securities STRATEGIC CAPITAL ADVISERS, INC. has owned. The longest STRATEGIC CAPITAL ADVISERS, INC. has owned a single stock is 19 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SCHB | SCHWAB STRATEGIC TR | 19 | 19 | 4.76% | 6.02% | 7.19% | Q4 2017 | Q2 2022 | 19 |
AAPL | APPLE INC | 19 | 19 | 2.63% | 3.25% | 4.05% | Q4 2017 | Q2 2022 | 19 |
ISRG | INTUITIVE SURGICAL INC | 19 | 19 | 1.98% | 2.78% | 3.34% | Q4 2017 | Q2 2022 | 19 |
WM | WASTE MGMT INC DEL | 19 | 19 | 2.37% | 2.74% | 3.42% | Q4 2017 | Q2 2022 | 19 |
NKE | NIKE INC | 19 | 19 | 1.94% | 2.72% | 3.30% | Q4 2017 | Q2 2022 | 19 |
HD | HOME DEPOT INC | 19 | 19 | 2.24% | 2.69% | 3.32% | Q4 2017 | Q2 2022 | 19 |
AMZN | AMAZON COM INC | 19 | 19 | 1.74% | 2.68% | 3.39% | Q4 2017 | Q2 2022 | 19 |
SYK | STRYKER CORPORATION | 19 | 19 | 2.04% | 2.63% | 3.22% | Q4 2017 | Q2 2022 | 19 |
LLY | LILLY ELI & CO | 19 | 19 | 1.12% | 2.57% | 3.81% | Q4 2017 | Q2 2022 | 19 |
MSFT | MICROSOFT CORP | 19 | 19 | 0.31% | 2.36% | 3.70% | Q4 2017 | Q2 2022 | 19 |
AMT | AMERICAN TOWER CORP NEW | 19 | 19 | 1.10% | 2.18% | 3.47% | Q4 2017 | Q2 2022 | 19 |
USB | US BANCORP DEL | 19 | 19 | 1.58% | 2.15% | 2.67% | Q4 2017 | Q2 2022 | 19 |
JNJ | JOHNSON & JOHNSON | 19 | 19 | 1.79% | 2.12% | 2.43% | Q4 2017 | Q2 2022 | 19 |
VZ | VERIZON COMMUNICATIONS... | 19 | 19 | 1.54% | 2.08% | 2.64% | Q4 2017 | Q2 2022 | 19 |
CNI | CANADIAN NATL RY CO | 19 | 19 | 1.76% | 2.00% | 2.30% | Q4 2017 | Q2 2022 | 19 |
SCHA | SCHWAB STRATEGIC TR | 19 | 19 | 1.09% | 1.89% | 2.66% | Q4 2017 | Q2 2022 | 19 |
GOOG | ALPHABET INC | 19 | 19 | 1.48% | 1.86% | 3.02% | Q4 2017 | Q2 2022 | 19 |
CAT | CATERPILLAR INC DEL | 19 | 19 | 1.56% | 1.84% | 2.18% | Q4 2017 | Q2 2022 | 19 |
SCHZ | SCHWAB STRATEGIC TR | 19 | 19 | 0.68% | 1.34% | 1.86% | Q4 2017 | Q2 2022 | 19 |
JPM | JPMORGAN CHASE & CO | 19 | 19 | 0.21% | 1.14% | 2.26% | Q4 2017 | Q2 2022 | 19 |
SCHM | SCHWAB STRATEGIC TR | 19 | 19 | 0.47% | 1.04% | 1.72% | Q4 2017 | Q2 2022 | 19 |
SCHG | SCHWAB STRATEGIC TR | 19 | 19 | 0.24% | 0.32% | 0.40% | Q4 2017 | Q2 2022 | 19 |
SBUX | STARBUCKS CORP | 18 | 18 | 2.01% | 2.68% | 3.43% | Q4 2017 | Q1 2022 | 18 |
GLD | SPDR GOLD TRUST | 13 | 5 | 1.34% | 2.60% | 3.24% | Q4 2017 | Q2 2022 | 18 |
GOOGL | ALPHABET INC | 16 | 2 | 0.88% | 1.22% | 1.53% | Q4 2017 | Q2 2022 | 18 |
VO | VANGUARD INDEX FDS | 9 | 9 | 0.17% | 0.27% | 0.40% | Q4 2017 | Q2 2022 | 18 |
VB | VANGUARD INDEX FDS | 9 | 9 | 0.22% | 0.27% | 0.31% | Q4 2017 | Q2 2022 | 18 |
PYPL | PAYPAL HLDGS INC | 17 | 17 | 1.68% | 2.88% | 3.60% | Q4 2017 | Q4 2021 | 17 |
XLU | SELECT SECTOR SPDR TR | 15 | 2 | 1.80% | 2.13% | 2.74% | Q4 2017 | Q2 2022 | 17 |
MMM | 3M CO | 17 | 17 | 0.20% | 0.31% | 0.46% | Q2 2018 | Q2 2022 | 17 |
MOO | VANECK VECTORS ETF TRUST | 11 | 5 | 5.16% | 5.67% | 6.31% | Q4 2017 | Q2 2022 | 16 |
KMB | KIMBERLY-CLARK CORP | 16 | 16 | 1.05% | 1.56% | 2.14% | Q4 2017 | Q3 2021 | 16 |
UL | UNILEVER PLC | 15 | 15 | 1.94% | 2.22% | 2.57% | Q4 2017 | Q2 2021 | 15 |
CLX | CLOROX CO DEL | 15 | 15 | 1.46% | 1.91% | 2.50% | Q4 2017 | Q2 2021 | 15 |
V | VISA INC | 14 | 14 | 0.22% | 2.10% | 2.45% | Q1 2019 | Q2 2022 | 14 |
LMT | LOCKHEED MARTIN CORP | 14 | 14 | 1.49% | 1.93% | 2.48% | Q2 2018 | Q3 2021 | 14 |
ODFL | OLD DOMINION FREIGHT L... | 14 | 14 | 0.31% | 0.42% | 0.57% | Q1 2019 | Q2 2022 | 14 |
SCHF | SCHWAB STRATEGIC TR | 13 | 1 | 0.25% | 0.36% | 0.87% | Q4 2017 | Q2 2022 | 14 |
IAU | ISHARES GOLD TRUST | 8 | 5 | 0.61% | 4.28% | 5.62% | Q4 2017 | Q1 2021 | 13 |
UNH | UNITEDHEALTH GROUP INC | 13 | 13 | 0.52% | 2.24% | 3.23% | Q2 2019 | Q2 2022 | 13 |
ABBV | ABBVIE INC | 10 | 3 | 0.15% | 0.21% | 0.27% | Q4 2017 | Q2 2022 | 13 |
GNR | SPDR INDEX SHS FDS | 9 | 3 | 0.16% | 3.85% | 5.89% | Q4 2017 | Q2 2022 | 12 |
CVX | CHEVRON CORP NEW | 12 | 12 | 0.44% | 1.30% | 2.58% | Q3 2019 | Q2 2022 | 12 |
SGOL | ABRDN GOLD ETF TRUST | 11 | 11 | 0.24% | 0.28% | 0.34% | Q4 2019 | Q2 2022 | 11 |
VTI | VANGUARD INDEX FDS | 9 | 1 | 0.03% | 3.84% | 5.26% | Q3 2019 | Q2 2022 | 10 |
MA | MASTERCARD INCORPORATED | 10 | 10 | 0.22% | 0.34% | 0.51% | Q4 2017 | Q1 2020 | 10 |
CGW | INVESCO EXCH TRADED FD... | 8 | 2 | 0.24% | 0.28% | 0.32% | Q4 2019 | Q2 2022 | 10 |
JMM | NUVEEN MULTI-MKT INCOM... | 9 | 1 | 0.12% | 0.14% | 0.16% | Q4 2019 | Q2 2022 | 10 |
EMR | EMERSON ELEC CO | 9 | 9 | 1.15% | 1.46% | 1.68% | Q4 2017 | Q4 2019 | 9 |
NVDA | NVIDIA CORPORATION | 9 | 9 | 0.51% | 0.82% | 1.20% | Q2 2020 | Q2 2022 | 9 |
OKE | ONEOK INC NEW | 9 | 9 | 0.30% | 0.46% | 0.67% | Q4 2017 | Q4 2019 | 9 |
WIA | WESTERN ASST INFLTN LK... | 8 | 1 | 0.19% | 0.26% | 0.34% | Q4 2019 | Q2 2022 | 9 |
HON | HONEYWELL INTL INC | 5 | 4 | 0.16% | 0.25% | 0.32% | Q4 2017 | Q1 2020 | 9 |
BBT | BB&T CORP | 8 | 8 | 2.00% | 2.32% | 2.76% | Q4 2017 | Q3 2019 | 8 |
SCHW | THE CHARLES SCHWAB COR... | 8 | 8 | 1.99% | 2.31% | 2.50% | Q4 2017 | Q3 2019 | 8 |
COST | COSTCO WHSL CORP NEW | 8 | 8 | 0.32% | 1.85% | 2.84% | Q3 2020 | Q2 2022 | 8 |
MRK | MERCK & CO. INC | 8 | 8 | 1.42% | 1.71% | 2.45% | Q3 2020 | Q2 2022 | 8 |
EVG | EATON VANCE SH TM DR D... | 7 | 1 | 0.15% | 0.31% | 0.39% | Q4 2019 | Q4 2021 | 8 |
XOM | EXXON MOBIL CORP | 4 | 2 | 0.16% | 0.22% | 0.32% | Q2 2018 | Q2 2022 | 8 |
BX | BLACKSTONE INC | 6 | 1 | 1.19% | 2.70% | 3.18% | Q3 2019 | Q2 2022 | 7 |
BX | BLACKSTONE GROUP L P | 7 | 7 | 0.68% | 1.45% | 2.13% | Q4 2017 | Q2 2019 | 7 |
SLB | SCHLUMBERGER LTD | 7 | 7 | 0.72% | 1.03% | 1.40% | Q4 2017 | Q2 2019 | 7 |
TMO | THERMO FISHER SCIENTIF... | 5 | 2 | 0.15% | 0.28% | 0.35% | Q2 2018 | Q1 2020 | 7 |
JPUS | JP MORGAN EXCHANGE TRA... | 6 | 6 | 3.08% | 3.52% | 3.97% | Q4 2017 | Q1 2019 | 6 |
DWDP | DOWDUPONT INC | 6 | 6 | 1.38% | 1.62% | 1.81% | Q4 2017 | Q1 2019 | 6 |
IAU | ISHARES GOLD TR | 5 | 5 | 3.60% | 4.04% | 4.79% | Q2 2021 | Q2 2022 | 5 |
RDSB | ROYAL DUTCH SHELL PLC | 5 | 5 | 1.71% | 2.15% | 2.36% | Q4 2018 | Q4 2019 | 5 |
CHKP | CHECK POINT SOFTWARE T... | 4 | 4 | 1.99% | 2.17% | 2.41% | Q4 2017 | Q3 2018 | 4 |
FB | FACEBOOK INC | 4 | 4 | 1.78% | 1.88% | 2.09% | Q4 2017 | Q3 2018 | 4 |
SPGI | S&P GLOBAL INC | 4 | 4 | 1.34% | 1.51% | 1.62% | Q3 2021 | Q2 2022 | 4 |
CARR | CARRIER GLOBAL CORPORA... | 4 | 4 | 1.25% | 1.35% | 1.42% | Q3 2021 | Q2 2022 | 4 |
FLR | FLUOR CORP NEW | 4 | 4 | 0.77% | 0.83% | 0.92% | Q4 2017 | Q3 2018 | 4 |
PG | PROCTER AND GAMBLE CO | 4 | 4 | 0.65% | 0.69% | 0.71% | Q3 2021 | Q2 2022 | 4 |
AGG | ISHARES TR | 4 | 4 | 0.45% | 0.52% | 0.60% | Q3 2019 | Q2 2020 | 4 |
TY | TRI CONTL CORP | 4 | 4 | 0.49% | 0.52% | 0.53% | Q3 2021 | Q2 2022 | 4 |
ACWX | ISHARES TR | 4 | 4 | 0.39% | 0.48% | 0.55% | Q4 2017 | Q3 2018 | 4 |
PEP | PEPSICO INC | 4 | 4 | 0.23% | 0.28% | 0.30% | Q1 2019 | Q4 2019 | 4 |
LNT | ALLIANT ENERGY CORP | 4 | 4 | 0.22% | 0.24% | 0.25% | Q3 2021 | Q2 2022 | 4 |
PFF | ISHARES TR | 4 | 4 | 0.21% | 0.22% | 0.23% | Q3 2021 | Q2 2022 | 4 |
VEU | VANGUARD INTL EQUITY I... | 4 | 4 | 0.18% | 0.21% | 0.24% | Q4 2017 | Q3 2018 | 4 |
AEE | AMEREN CORP | 4 | 4 | 0.19% | 0.20% | 0.22% | Q3 2021 | Q2 2022 | 4 |
UTX | UNITED TECHNOLOGIES CORP | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2017 | Q3 2018 | 4 |
ABT | ABBOTT LABS | 4 | 4 | 0.17% | 0.18% | 0.19% | Q3 2021 | Q2 2022 | 4 |
SO | SOUTHERN CO | 4 | 4 | 0.16% | 0.17% | 0.19% | Q3 2021 | Q2 2022 | 4 |
ADM | ARCHER DANIELS MIDLAND CO | 3 | 3 | 1.69% | 2.11% | 2.34% | Q4 2021 | Q2 2022 | 3 |
T | AT&T INC | 3 | 3 | 1.47% | 1.63% | 1.71% | Q4 2017 | Q2 2018 | 3 |
SCHD | SCHWAB STRATEGIC TR | 3 | 3 | 0.67% | 0.76% | 0.92% | Q3 2019 | Q1 2020 | 3 |
MMP | MAGELLAN MIDSTREAM PRT... | 2 | 1 | 0.43% | 0.46% | 0.47% | Q4 2017 | Q4 2018 | 3 |
EPD | ENTERPRISE PRODS PARTN... | 2 | 1 | 0.41% | 0.42% | 0.44% | Q4 2017 | Q4 2018 | 3 |
HEP | HOLLY ENERGY PARTNERS L P | 2 | 1 | 0.22% | 0.22% | 0.23% | Q4 2017 | Q4 2018 | 3 |
CUT | INVESCO EXCHNG TRADED ... | 2 | 1 | 0.18% | 0.22% | 0.28% | Q2 2018 | Q4 2019 | 3 |
MET | METLIFE INC | 2 | 2 | 1.20% | 1.51% | 1.82% | Q1 2022 | Q2 2022 | 2 |
ABB | ABB LTD | 2 | 2 | 1.36% | 1.36% | 1.36% | Q4 2017 | Q1 2018 | 2 |
MON | MONSANTO CO NEW | 2 | 2 | 1.13% | 1.13% | 1.13% | Q4 2017 | Q1 2018 | 2 |
DD | DUPONT DE NEMOURS INC | 2 | 2 | 0.66% | 0.66% | 0.66% | Q2 2019 | Q3 2019 | 2 |
SH | PROSHARES TR | 2 | 2 | 0.48% | 0.65% | 0.82% | Q1 2020 | Q2 2020 | 2 |
RTX | RAYTHEON TECHNOLOGIES ... | 2 | 2 | 0.16% | 0.23% | 0.30% | Q1 2022 | Q2 2022 | 2 |
BPL | BUCKEYE PARTNERS L P | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q1 2018 | 2 |
ETP | ENERGY TRANSFER PARTNE... | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q1 2018 | 2 |
TFC | TRUIST FINL CORP | 1 | 1 | 2.44% | 2.44% | 2.44% | Q4 2019 | Q4 2019 | 1 |
KMI | KINDER MORGAN INC DEL | 1 | 1 | 1.95% | 1.95% | 1.95% | Q1 2019 | Q1 2019 | 1 |
BTZ | BLACKROCK CR ALLCTN IN... | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
CUT | CLAYMORE EXCHANGE TRD ... | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2017 | Q4 2017 | 1 |
BLK | BLACKROCK INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2019 | Q2 2019 | 1 |
ET | ENERGY TRANSFER LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
SIGI | SELECTIVE INS GROUP INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
SGOL | ETFS GOLD TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
IBB | ISHARES TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
EXC | EXELON CORP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
PHO | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
SHY | ISHARES TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
IYH | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
IWF | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
TIP | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
EFA | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
VXF | VANGUARD INDEX FDS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
SCHP | SCHWAB STRATEGIC TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
VOT | VANGUARD INDEX FDS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
CWI | SPDR INDEX SHS FDS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
IWD | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
XLK | SELECT SECTOR SPDR TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
ILF | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
SCHE | SCHWAB STRATEGIC TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
AMJ | JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SCHH | SCHWAB STRATEGIC TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
LQD | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
IEF | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
IVV | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
XLV | SELECT SECTOR SPDR TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TLT | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
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The securities at the top of the list , including SCHWAB STRATEGIC TR, APPLE INC, and INTUITIVE SURGICAL INC, are the highest-conviction holdings of STRATEGIC CAPITAL ADVISERS, INC..
The conviction is calculated by counting the number of quarters a security has been reported by STRATEGIC CAPITAL ADVISERS, INC.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that STRATEGIC CAPITAL ADVISERS, INC. owns currently or has owned in the past.