760 is the total number of securities Burleson & Company, LLC has owned. The longest Burleson & Company, LLC has owned a single stock is 21 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 21 | 21 | 1.44% | 4.16% | 6.75% | Q4 2017 | Q4 2022 | 21 |
AMZN | AMAZON COM INC | 21 | 21 | 0.51% | 3.67% | 6.72% | Q4 2017 | Q4 2022 | 21 |
SCHX | SCHWAB STRATEGIC TR | 21 | 21 | 0.25% | 3.52% | 10.56% | Q4 2017 | Q4 2022 | 21 |
MSFT | MICROSOFT CORP | 21 | 21 | 0.27% | 2.76% | 4.95% | Q4 2017 | Q4 2022 | 21 |
SCHF | SCHWAB STRATEGIC TR | 21 | 21 | 1.56% | 2.61% | 5.26% | Q4 2017 | Q4 2022 | 21 |
WFC | WELLS FARGO CO NEW | 21 | 21 | 0.34% | 2.24% | 6.82% | Q4 2017 | Q4 2022 | 21 |
BSV | VANGUARD BD INDEX FDS | 21 | 21 | 1.03% | 1.88% | 3.42% | Q4 2017 | Q4 2022 | 21 |
SCHD | SCHWAB STRATEGIC TR | 21 | 21 | 1.19% | 1.57% | 2.06% | Q4 2017 | Q4 2022 | 21 |
T | AT&T INC | 21 | 21 | 0.14% | 1.51% | 4.03% | Q4 2017 | Q4 2022 | 21 |
GOOGL | ALPHABET INC | 21 | 21 | 0.15% | 1.28% | 3.42% | Q4 2017 | Q4 2022 | 21 |
BA | BOEING CO | 21 | 21 | 0.02% | 1.27% | 4.24% | Q4 2017 | Q4 2022 | 21 |
FB | META PLATFORMS INC | 21 | 21 | 0.53% | 1.17% | 3.12% | Q4 2017 | Q4 2022 | 21 |
ABBV | ABBVIE INC | 21 | 21 | 0.53% | 1.06% | 2.40% | Q4 2017 | Q4 2022 | 21 |
SCHG | SCHWAB STRATEGIC TR | 21 | 21 | 0.52% | 1.02% | 1.47% | Q4 2017 | Q4 2022 | 21 |
LLY | LILLY ELI & CO | 21 | 21 | 0.46% | 0.92% | 2.37% | Q4 2017 | Q4 2022 | 21 |
MCD | MCDONALDS CORP | 21 | 21 | 0.58% | 0.92% | 1.58% | Q4 2017 | Q4 2022 | 21 |
CVX | CHEVRON CORP NEW | 21 | 21 | 0.14% | 0.91% | 2.57% | Q4 2017 | Q4 2022 | 21 |
BMRC | BANK OF MARIN BANCORP | 21 | 21 | 0.31% | 0.82% | 1.65% | Q4 2017 | Q4 2022 | 21 |
VZ | VERIZON COMMUNICATIONS... | 21 | 21 | 0.34% | 0.82% | 1.42% | Q4 2017 | Q4 2022 | 21 |
VOE | VANGUARD INDEX FDS | 21 | 21 | 0.32% | 0.76% | 1.20% | Q4 2017 | Q4 2022 | 21 |
JNJ | JOHNSON & JOHNSON | 21 | 21 | 0.36% | 0.73% | 1.36% | Q4 2017 | Q4 2022 | 21 |
VWO | VANGUARD INTL EQUITY I... | 21 | 21 | 0.44% | 0.71% | 1.26% | Q4 2017 | Q4 2022 | 21 |
INTC | INTEL CORP | 21 | 21 | 0.28% | 0.69% | 1.34% | Q4 2017 | Q4 2022 | 21 |
VO | VANGUARD INDEX FDS | 21 | 21 | 0.34% | 0.66% | 0.99% | Q4 2017 | Q4 2022 | 21 |
TIP | ISHARES TR | 21 | 21 | 0.32% | 0.66% | 0.99% | Q4 2017 | Q4 2022 | 21 |
VBR | VANGUARD INDEX FDS | 21 | 21 | 0.16% | 0.64% | 1.22% | Q4 2017 | Q4 2022 | 21 |
PG | PROCTER & GAMBLE CO | 21 | 21 | 0.21% | 0.58% | 1.18% | Q4 2017 | Q4 2022 | 21 |
VNQ | VANGUARD INDEX FDS | 21 | 21 | 0.30% | 0.55% | 0.87% | Q4 2017 | Q4 2022 | 21 |
MO | ALTRIA GROUP INC | 21 | 21 | 0.18% | 0.54% | 1.41% | Q4 2017 | Q4 2022 | 21 |
BMY | BRISTOL-MYERS SQUIBB CO | 21 | 21 | 0.27% | 0.53% | 0.95% | Q4 2017 | Q4 2022 | 21 |
SCHE | SCHWAB STRATEGIC TR | 21 | 21 | 0.02% | 0.51% | 1.72% | Q4 2017 | Q4 2022 | 21 |
XOM | EXXON MOBIL CORP | 21 | 21 | 0.04% | 0.46% | 2.05% | Q4 2017 | Q4 2022 | 21 |
GS | GOLDMAN SACHS GROUP INC | 21 | 21 | 0.10% | 0.45% | 1.21% | Q4 2017 | Q4 2022 | 21 |
CAT | CATERPILLAR INC DEL | 21 | 21 | 0.21% | 0.44% | 0.83% | Q4 2017 | Q4 2022 | 21 |
PEP | PEPSICO INC | 21 | 21 | 0.20% | 0.43% | 1.04% | Q4 2017 | Q4 2022 | 21 |
ABT | ABBOTT LABS | 21 | 21 | 0.21% | 0.42% | 0.68% | Q4 2017 | Q4 2022 | 21 |
VBK | VANGUARD INDEX FDS | 21 | 21 | 0.19% | 0.40% | 0.70% | Q4 2017 | Q4 2022 | 21 |
BAC | BK OF AMERICA CORP | 21 | 21 | 0.17% | 0.40% | 0.84% | Q4 2017 | Q4 2022 | 21 |
SCZ | ISHARES TR | 21 | 21 | 0.08% | 0.40% | 0.81% | Q4 2017 | Q4 2022 | 21 |
CSCO | CISCO SYS INC | 21 | 21 | 0.06% | 0.38% | 1.33% | Q4 2017 | Q4 2022 | 21 |
HYG | ISHARES TR | 21 | 21 | 0.09% | 0.36% | 0.72% | Q4 2017 | Q4 2022 | 21 |
UPS | UNITED PARCEL SERVICE INC | 21 | 21 | 0.19% | 0.35% | 0.73% | Q4 2017 | Q4 2022 | 21 |
CL | COLGATE PALMOLIVE CO | 21 | 21 | 0.15% | 0.32% | 0.67% | Q4 2017 | Q4 2022 | 21 |
PFE | PFIZER INC | 21 | 21 | 0.09% | 0.31% | 0.72% | Q4 2017 | Q4 2022 | 21 |
MRK | MERCK & CO. INC | 21 | 21 | 0.14% | 0.30% | 0.53% | Q4 2017 | Q4 2022 | 21 |
DE | DEERE & CO | 21 | 21 | 0.07% | 0.30% | 0.93% | Q4 2017 | Q4 2022 | 21 |
IBM | INTERNATIONAL BUSINESS... | 21 | 21 | 0.04% | 0.30% | 0.89% | Q4 2017 | Q4 2022 | 21 |
KO | COCA COLA CO | 21 | 21 | 0.12% | 0.30% | 0.94% | Q4 2017 | Q4 2022 | 21 |
VOT | VANGUARD INDEX FDS | 21 | 21 | 0.14% | 0.28% | 0.44% | Q4 2017 | Q4 2022 | 21 |
WABC | WESTAMERICA BANCORPORA... | 21 | 21 | 0.11% | 0.27% | 0.54% | Q4 2017 | Q4 2022 | 21 |
HNNA | HENNESSY ADVISORS INC | 21 | 21 | 0.01% | 0.26% | 0.88% | Q4 2017 | Q4 2022 | 21 |
AMAT | APPLIED MATLS INC | 21 | 21 | 0.17% | 0.26% | 0.46% | Q4 2017 | Q4 2022 | 21 |
COST | COSTCO WHSL CORP NEW | 21 | 21 | 0.07% | 0.23% | 0.89% | Q4 2017 | Q4 2022 | 21 |
LMT | LOCKHEED MARTIN CORP | 21 | 21 | 0.08% | 0.21% | 0.61% | Q4 2017 | Q4 2022 | 21 |
SDY | SPDR SER TR | 21 | 21 | 0.10% | 0.20% | 0.41% | Q4 2017 | Q4 2022 | 21 |
NKE | NIKE INC | 21 | 21 | 0.10% | 0.17% | 0.67% | Q4 2017 | Q4 2022 | 21 |
ORCL | ORACLE CORP | 21 | 21 | 0.06% | 0.12% | 0.25% | Q4 2017 | Q4 2022 | 21 |
IYR | ISHARES TR | 21 | 21 | 0.04% | 0.08% | 0.16% | Q4 2017 | Q4 2022 | 21 |
SCHZ | SCHWAB STRATEGIC TR | 12 | 8 | 0.02% | 2.09% | 6.47% | Q4 2017 | Q4 2022 | 20 |
AGG | ISHARES TR | 16 | 3 | 0.36% | 2.12% | 5.21% | Q4 2017 | Q4 2022 | 19 |
SCHA | SCHWAB STRATEGIC TR | 11 | 8 | 0.01% | 0.68% | 1.76% | Q4 2017 | Q4 2022 | 19 |
DTE | DTE ENERGY CO | 19 | 19 | 0.12% | 0.24% | 0.47% | Q2 2018 | Q4 2022 | 19 |
NVDA | NVIDIA CORPORATION | 18 | 18 | 0.27% | 4.17% | 7.07% | Q3 2018 | Q4 2022 | 18 |
IVV | ISHARES TR | 18 | 18 | 0.18% | 1.89% | 6.05% | Q3 2018 | Q4 2022 | 18 |
AMGN | AMGEN INC | 18 | 18 | 0.10% | 0.75% | 1.92% | Q3 2018 | Q4 2022 | 18 |
IWM | ISHARES TR | 17 | 1 | 0.05% | 0.71% | 2.90% | Q2 2018 | Q4 2022 | 18 |
PFF | ISHARES TR | 10 | 8 | 0.03% | 0.66% | 3.06% | Q4 2017 | Q4 2022 | 18 |
SCHM | SCHWAB STRATEGIC TR | 10 | 8 | 0.01% | 0.58% | 1.40% | Q4 2017 | Q4 2022 | 18 |
WMT | WAL-MART STORES INC | 10 | 8 | 0.02% | 0.42% | 0.78% | Q4 2017 | Q4 2022 | 18 |
SHY | ISHARES TR | 18 | 18 | 0.01% | 0.38% | 1.78% | Q3 2018 | Q4 2022 | 18 |
IDV | ISHARES TR | 8 | 4 | 0.02% | 0.09% | 0.30% | Q4 2017 | Q4 2022 | 18 |
QQQ | INVESCO QQQ TR | 17 | 17 | 4.18% | 6.02% | 11.52% | Q3 2018 | Q3 2022 | 17 |
BABA | ALIBABA GROUP HLDG LTD | 9 | 8 | 0.00% | 1.68% | 4.57% | Q4 2017 | Q4 2022 | 17 |
EEM | ISHARES TR | 17 | 17 | 0.02% | 0.32% | 1.11% | Q4 2018 | Q4 2022 | 17 |
TXN | TEXAS INSTRS INC | 17 | 17 | 0.09% | 0.15% | 0.33% | Q4 2018 | Q4 2022 | 17 |
PM | PHILIP MORRIS INTL INC | 9 | 8 | 0.03% | 0.12% | 0.32% | Q4 2017 | Q4 2022 | 17 |
EMB | ISHARES TR | 12 | 5 | 0.02% | 0.11% | 0.26% | Q2 2018 | Q4 2022 | 17 |
EMR | EMERSON ELEC CO | 11 | 2 | 0.04% | 0.07% | 0.13% | Q2 2018 | Q4 2022 | 17 |
CSX | CSX CORP | 11 | 6 | 0.04% | 0.07% | 0.12% | Q3 2018 | Q4 2022 | 17 |
GIS | GENERAL MLS INC | 16 | 16 | 0.06% | 0.10% | 0.16% | Q1 2019 | Q4 2022 | 16 |
SCHK | SCHWAB STRATEGIC TR | 11 | 5 | 0.04% | 0.09% | 0.25% | Q4 2018 | Q4 2022 | 16 |
HON | HONEYWELL INTL INC | 10 | 6 | 0.04% | 0.07% | 0.12% | Q3 2018 | Q4 2022 | 16 |
MMM | 3M CO | 16 | 16 | 0.00% | 0.04% | 0.10% | Q1 2019 | Q4 2022 | 16 |
UBER | UBER TECHNOLOGIES INC | 15 | 15 | 0.12% | 2.53% | 4.60% | Q2 2019 | Q4 2022 | 15 |
SPY | SPDR S&P 500 ETF TR | 13 | 2 | 0.06% | 1.92% | 6.39% | Q1 2018 | Q4 2022 | 15 |
ITW | ILLINOIS TOOL WKS INC | 11 | 4 | 0.00% | 0.10% | 0.22% | Q4 2017 | Q4 2022 | 15 |
PAYX | PAYCHEX INC | 15 | 15 | 0.05% | 0.07% | 0.12% | Q1 2019 | Q3 2022 | 15 |
KMB | KIMBERLY-CLARK CORP | 15 | 15 | 0.04% | 0.07% | 0.12% | Q1 2019 | Q3 2022 | 15 |
IEI | ISHARES TR | 14 | 14 | 0.11% | 0.67% | 1.33% | Q3 2019 | Q4 2022 | 14 |
LQD | ISHARES TR | 12 | 2 | 0.01% | 0.36% | 0.68% | Q1 2019 | Q4 2022 | 14 |
STX | SEAGATE TECHNOLOGY PLC | 14 | 14 | 0.06% | 0.31% | 1.06% | Q4 2017 | Q1 2021 | 14 |
FDX | FEDEX CORP | 10 | 4 | 0.03% | 0.07% | 0.16% | Q4 2017 | Q4 2022 | 14 |
PINS | PINTEREST INC | 13 | 13 | 0.00% | 3.06% | 7.09% | Q4 2019 | Q4 2022 | 13 |
VOO | VANGUARD INDEX FDS | 13 | 13 | 0.72% | 1.96% | 3.44% | Q4 2019 | Q4 2022 | 13 |
TWLO | TWILIO INC | 13 | 13 | 0.11% | 1.70% | 3.13% | Q4 2019 | Q4 2022 | 13 |
CRTX | QUINCE THERAPEUTICS INC | 13 | 13 | 0.00% | 0.50% | 1.84% | Q4 2019 | Q4 2022 | 13 |
BNDX | VANGUARD CHARLOTTE FDS | 13 | 13 | 0.07% | 0.28% | 0.44% | Q4 2019 | Q4 2022 | 13 |
DIS | DISNEY WALT CO | 13 | 13 | 0.06% | 0.25% | 0.69% | Q4 2019 | Q4 2022 | 13 |
VTV | VANGUARD INDEX FDS | 13 | 13 | 0.01% | 0.19% | 0.47% | Q4 2019 | Q4 2022 | 13 |
SRE | SEMPRA ENERGY | 8 | 1 | 0.03% | 0.07% | 0.31% | Q2 2018 | Q4 2022 | 13 |
TSLA | TESLA INC | 12 | 12 | 1.44% | 5.24% | 7.36% | Q1 2020 | Q4 2022 | 12 |
HD | HOME DEPOT INC | 12 | 12 | 0.66% | 1.22% | 1.90% | Q1 2020 | Q4 2022 | 12 |
JPM | JPMORGAN CHASE & CO | 12 | 12 | 0.40% | 0.67% | 1.29% | Q1 2020 | Q4 2022 | 12 |
XLK | SELECT SECTOR SPDR TR | 12 | 12 | 0.32% | 0.43% | 0.85% | Q1 2020 | Q4 2022 | 12 |
TLT | ISHARES TR | 12 | 12 | 0.02% | 0.33% | 1.00% | Q1 2020 | Q4 2022 | 12 |
COP | CONOCOPHILLIPS | 8 | 4 | 0.00% | 0.30% | 1.15% | Q4 2017 | Q4 2022 | 12 |
RH | RH | 12 | 12 | 0.03% | 0.24% | 0.58% | Q1 2020 | Q4 2022 | 12 |
IJR | ISHARES TR | 12 | 12 | 0.01% | 0.13% | 0.32% | Q4 2019 | Q3 2022 | 12 |
VTI | VANGUARD INDEX FDS | 8 | 4 | 0.00% | 0.09% | 0.34% | Q4 2017 | Q4 2022 | 12 |
AMD | ADVANCED MICRO DEVICES... | 11 | 1 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q4 2022 | 12 |
SDOG | ALPS ETF TR | 8 | 4 | 0.01% | 0.05% | 0.16% | Q4 2017 | Q4 2022 | 12 |
CLX | CLOROX CO DEL | 12 | 12 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q4 2022 | 12 |
DOW | DOW INC | 8 | 4 | 0.00% | 0.03% | 0.10% | Q1 2019 | Q4 2022 | 12 |
PYPL | PAYPAL HLDGS INC | 11 | 11 | 0.95% | 1.96% | 2.88% | Q2 2020 | Q4 2022 | 11 |
MUB | ISHARES TR | 8 | 3 | 0.00% | 1.01% | 3.00% | Q3 2019 | Q4 2022 | 11 |
NFLX | NETFLIX INC | 11 | 11 | 0.03% | 0.99% | 2.31% | Q2 2020 | Q4 2022 | 11 |
TWTR | TWITTER INC | 10 | 1 | 0.23% | 0.41% | 0.85% | Q4 2017 | Q4 2021 | 11 |
AMTI | APPLIED MOLECULAR TRAN... | 11 | 11 | 0.00% | 0.37% | 0.76% | Q2 2020 | Q4 2022 | 11 |
BWX | SPDR SER TR | 11 | 11 | 0.21% | 0.36% | 0.48% | Q4 2017 | Q2 2020 | 11 |
IGSB | ISHARES TR | 11 | 11 | 0.01% | 0.34% | 0.89% | Q4 2019 | Q2 2022 | 11 |
SCHP | SCHWAB STRATEGIC TR | 11 | 11 | 0.03% | 0.29% | 0.62% | Q4 2019 | Q2 2022 | 11 |
NKTR | NEKTAR THERAPEUTICS | 11 | 11 | 0.01% | 0.20% | 0.34% | Q3 2018 | Q1 2021 | 11 |
LULU | LULULEMON ATHLETICA INC | 11 | 11 | 0.00% | 0.20% | 1.03% | Q2 2020 | Q4 2022 | 11 |
SPYG | SPDR SER TR | 11 | 11 | 0.02% | 0.20% | 0.43% | Q4 2019 | Q2 2022 | 11 |
EFG | ISHARES TR | 11 | 11 | 0.02% | 0.16% | 0.38% | Q4 2019 | Q2 2022 | 11 |
JNK | SPDR SER TR | 11 | 11 | 0.01% | 0.11% | 0.25% | Q4 2019 | Q2 2022 | 11 |
IWP | ISHARES TR | 11 | 11 | 0.00% | 0.09% | 0.24% | Q4 2019 | Q2 2022 | 11 |
QCOM | QUALCOMM INC | 10 | 1 | 0.02% | 0.09% | 0.42% | Q3 2018 | Q4 2022 | 11 |
SO | SOUTHERN CO | 8 | 3 | 0.02% | 0.06% | 0.20% | Q4 2017 | Q4 2022 | 11 |
CARR | CARRIER GLOBAL CORPORA... | 11 | 11 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q4 2022 | 11 |
OTIS | OTIS WORLDWIDE CORP | 11 | 11 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q4 2022 | 11 |
DD | DUPONT DE NEMOURS INC | 8 | 3 | 0.01% | 0.03% | 0.13% | Q2 2019 | Q4 2022 | 11 |
BIV | VANGUARD BD INDEX FDS | 10 | 10 | 0.71% | 0.89% | 1.21% | Q3 2020 | Q4 2022 | 10 |
VB | VANGUARD INDEX FDS | 10 | 10 | 0.21% | 0.54% | 1.11% | Q3 2020 | Q4 2022 | 10 |
UTX | UNITED TECHNOLOGIES CORP | 10 | 10 | 0.11% | 0.41% | 0.56% | Q4 2017 | Q1 2020 | 10 |
VCSH | VANGUARD SCOTTSDALE FDS | 10 | 10 | 0.07% | 0.28% | 0.58% | Q3 2020 | Q4 2022 | 10 |
FNDX | SCHWAB STRATEGIC TR | 7 | 3 | 0.00% | 0.14% | 0.22% | Q4 2017 | Q4 2022 | 10 |
RTX | RAYTHEON TECHNOLOGIES ... | 10 | 10 | 0.08% | 0.11% | 0.18% | Q2 2020 | Q3 2022 | 10 |
SYY | SYSCO CORP | 8 | 2 | 0.03% | 0.04% | 0.07% | Q3 2019 | Q4 2022 | 10 |
CALB | CALIFORNIA BANCORP INC | 8 | 2 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q4 2022 | 10 |
FSLY | FASTLY INC | 10 | 10 | 0.00% | 0.02% | 0.13% | Q3 2020 | Q4 2022 | 10 |
SNOW | SNOWFLAKE INC | 9 | 9 | 1.58% | 2.85% | 4.17% | Q4 2020 | Q4 2022 | 9 |
RIDE | LORDSTOWN MOTORS CORP | 9 | 9 | 0.01% | 1.83% | 4.20% | Q4 2020 | Q4 2022 | 9 |
RDSA | ROYAL DUTCH SHELL PLC | 9 | 9 | 0.18% | 0.60% | 1.21% | Q4 2017 | Q4 2019 | 9 |
TTE | TOTAL S A | 9 | 9 | 0.20% | 0.43% | 0.69% | Q4 2017 | Q4 2019 | 9 |
UNP | UNION PAC CORP | 9 | 9 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q4 2022 | 9 |
BLK | BLACKROCK INC | 8 | 1 | 0.00% | 0.02% | 0.12% | Q3 2018 | Q4 2022 | 9 |
GOVT | ISHARES TR | 8 | 1 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q4 2022 | 9 |
BRKB | BERKSHIRE HATHAWAY INC... | 8 | 8 | 0.04% | 1.19% | 2.40% | Q1 2021 | Q4 2022 | 8 |
ABNB | AIRBNB INC | 8 | 8 | 0.08% | 0.98% | 2.53% | Q1 2021 | Q4 2022 | 8 |
ENPH | ENPHASE ENERGY INC | 8 | 8 | 0.01% | 0.95% | 1.81% | Q1 2021 | Q4 2022 | 8 |
SQ | SQUARE INC | 8 | 8 | 0.00% | 0.68% | 2.02% | Q1 2021 | Q4 2022 | 8 |
CRM | SALESFORCE INC | 8 | 8 | 0.01% | 0.34% | 0.75% | Q1 2021 | Q4 2022 | 8 |
UNH | UNITEDHEALTH GROUP INC | 8 | 8 | 0.02% | 0.33% | 0.84% | Q1 2021 | Q4 2022 | 8 |
V | VISA INC | 8 | 8 | 0.02% | 0.13% | 0.46% | Q1 2021 | Q4 2022 | 8 |
CRTX | QUINCE THERAPEUTICS INC | 6 | 1 | 0.00% | 0.13% | 0.80% | Q3 2020 | Q4 2022 | 8 |
NEE | NEXTERA ENERGY INC | 8 | 8 | 0.02% | 0.09% | 0.45% | Q1 2021 | Q4 2022 | 8 |
TMO | THERMO FISHER SCIENTIF... | 8 | 8 | 0.01% | 0.08% | 0.46% | Q1 2021 | Q4 2022 | 8 |
DHR | DANAHER CORPORATION | 8 | 8 | 0.01% | 0.07% | 0.46% | Q1 2021 | Q4 2022 | 8 |
ACN | ACCENTURE PLC IRELAND | 8 | 8 | 0.01% | 0.07% | 0.43% | Q1 2021 | Q4 2022 | 8 |
SH | PROSHARES TR | 4 | 1 | 0.00% | 0.06% | 0.22% | Q1 2018 | Q1 2022 | 8 |
ADBE | ADOBE SYSTEMS INCORPOR... | 8 | 8 | 0.01% | 0.04% | 0.22% | Q1 2021 | Q4 2022 | 8 |
GOOG | ALPHABET INC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q4 2022 | 8 |
CTVA | CORTEVA INC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q4 2022 | 8 |
FTNT | FORTINET INC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
MA | MASTERCARD INCORPORATED | 8 | 8 | 0.02% | 0.03% | 0.09% | Q1 2021 | Q4 2022 | 8 |
BIIB | BIOGEN INC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q4 2022 | 8 |
NIO | NIO INC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q4 2022 | 8 |
RBC | REGAL REXNORD CORPORATION | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
ADM | ARCHER DANIELS MIDLAND CO | 8 | 8 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 8 |
LNT | ALLIANT ENERGY CORP | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
PTON | PELOTON INTERACTIVE INC | 8 | 8 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q4 2022 | 8 |
SPG | SIMON PPTY GROUP INC NEW | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 8 |
AFL | AFLAC INC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 8 |
ETN | EATON CORP PLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
MS | MORGAN STANLEY | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 8 |
SCHB | SCHWAB STRATEGIC TR | 8 | 8 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q4 2022 | 8 |
CAG | CONAGRA BRANDS INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
ASML | ASML HOLDING N V | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
PSA | PUBLIC STORAGE | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
CBT | CABOT CORP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
F | FORD MTR CO DEL | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
BX | BLACKSTONE INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
OSH | OAK STR HEALTH INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
ADP | AUTOMATIC DATA PROCESS... | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
PFG | PRINCIPAL FINANCIAL GR... | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
EXC | EXELON CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
ADSK | AUTODESK INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
VV | VANGUARD INDEX FDS | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
LW | LAMB WESTON HLDGS INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
AVUS | AMERICAN CENTY ETF TR | 8 | 8 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q4 2022 | 8 |
GILD | GILEAD SCIENCES INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
LOW | LOWES COS INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
STOR | STORE CAP CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
OKE | ONEOK INC NEW | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
DHI | D R HORTON INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
PCG | PG&E CORP | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
FSR | FISKER INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
CHTR | CHARTER COMMUNICATIONS... | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
XLV | SELECT SECTOR SPDR TR | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
ZM | ZOOM VIDEO COMMUNICATI... | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
RS | RELIANCE STEEL & ALUMI... | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
ZBH | ZIMMER BIOMET HOLDINGS... | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
VYM | VANGUARD WHITEHALL FDS | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
LOGI | LOGITECH INTL S A | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
ADMA | ADMA BIOLOGICS INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
IQV | IQVIA HLDGS INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
EVRG | EVERGY INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
GLD | SPDR GOLD TR | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
ALB | ALBEMARLE CORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
TSM | TAIWAN SEMICONDUCTOR M... | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
ANTM | ELEVANCE HEALTH INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
DUK | DUKE ENERGY CORP NEW | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
SSD | SIMPSON MFG INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
WAB | WABTEC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
ICF | ISHARES TR | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
SWK | STANLEY BLACK & DECKER... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
BLNK | BLINK CHARGING CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
PSX | PHILLIPS 66 | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
SBUX | STARBUCKS CORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
ENB | ENBRIDGE INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
SPCE | VIRGIN GALACTIC HOLDIN... | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
LXP | LXP INDUSTRIAL TRUST | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
VTRS | VIATRIS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
AMC | AMC ENTMT HLDGS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
SPYD | SPDR SER TR | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
FE | FIRSTENERGY CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
MTCH | MATCH GROUP INC NEW | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
SNPS | SYNOPSYS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
GATX | GATX CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
OGS | ONE GAS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
MPC | MARATHON PETE CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
FFIV | F5 NETWORKS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
CMCSA | COMCAST CORP NEW | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
SHOP | SHOPIFY INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
HSY | HERSHEY CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
CVS | CVS HEALTH CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
MDVL | MEDAVAIL HOLDINGS INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
RVNC | REVANCE THERAPEUTICS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
A | AGILENT TECHNOLOGIES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
MU | MICRON TECHNOLOGY INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
KEYS | KEYSIGHT TECHNOLOGIES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
SGMO | SANGAMO THERAPEUTICS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
SNAP | SNAP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
WYNN | WYNN RESORTS LTD | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
TRGP | TARGA RES CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
AVNS | AVANOS MED INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
ZUO | ZUORA INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
CNP | CENTERPOINT ENERGY INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
ELS | EQUITY LIFESTYLE PPTYS... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
SWX | SOUTHWEST GAS HLDGS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
ETSY | ETSY INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
AZN | ASTRAZENECA PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
BFB | BROWN FORMAN CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
KNDI | KANDI TECHNOLOGIES GRO... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
RARE | ULTRAGENYX PHARMACEUTI... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
PSTG | PURE STORAGE INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
TJX | TJX COS INC NEW | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
SKYW | SKYWEST INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
WWW | WOLVERINE WORLD WIDE INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
SYK | STRYKER CORPORATION | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
BLDP | BALLARD PWR SYS INC NEW | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
AMYT | AMRYT PHARMA PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
HEAR | TURTLE BEACH CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
GM | GENERAL MTRS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
GNPX | GENPREX INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
BFA | BROWN FORMAN CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
AAL | AMERICAN AIRLS GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
USO | UNITED STS OIL FD LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
CGC | CANOPY GROWTH CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
VFC | V F CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
HAL | HALLIBURTON CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
ARKF | ARK ETF TR | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
INTU | INTUIT | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
CNDT | CONDUENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
ACB | AURORA CANNABIS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
EBAY | EBAY INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
VXF | VANGUARD INDEX FDS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
MKC | MCCORMICK & CO INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
ACER | ACER THERAPEUTICS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
DLR | DIGITAL RLTY TR INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
KTB | KONTOOR BRANDS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
DISH | DISH NETWORK CORPORATION | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
STEM | STEM INC | 7 | 7 | 0.00% | 1.07% | 2.01% | Q2 2021 | Q4 2022 | 7 |
KMI | KINDER MORGAN INC DEL | 4 | 3 | 0.00% | 0.44% | 1.59% | Q4 2017 | Q4 2022 | 7 |
VEA | VANGUARD TAX-MANAGED I... | 3 | 2 | 0.00% | 0.26% | 0.94% | Q1 2019 | Q4 2022 | 7 |
COIN | COINBASE GLOBAL INC | 7 | 7 | 0.00% | 0.25% | 1.10% | Q2 2021 | Q4 2022 | 7 |
FNDF | SCHWAB STRATEGIC TR | 7 | 7 | 0.14% | 0.17% | 0.20% | Q4 2017 | Q2 2019 | 7 |
RIDE | LORDSTOWN MOTORS CORP | 3 | 2 | 0.00% | 0.15% | 0.71% | Q4 2020 | Q4 2022 | 7 |
FNDA | SCHWAB STRATEGIC TR | 7 | 7 | 0.11% | 0.14% | 0.16% | Q4 2017 | Q2 2019 | 7 |
DOCU | DOCUSIGN INC | 6 | 1 | 0.00% | 0.12% | 0.80% | Q3 2020 | Q2 2022 | 7 |
DAL | DELTA AIR LINES INC DEL | 7 | 7 | 0.00% | 0.09% | 0.18% | Q3 2020 | Q1 2022 | 7 |
DFAT | DIMENSIONAL ETF TRUST | 7 | 7 | 0.07% | 0.09% | 0.12% | Q2 2021 | Q4 2022 | 7 |
OKTA | OKTA INC | 5 | 2 | 0.00% | 0.04% | 0.24% | Q1 2021 | Q4 2022 | 7 |
SPOT | SPOTIFY TECHNOLOGY S A | 7 | 7 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2022 | 7 |
LNG | CHENIERE ENERGY INC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2022 | 7 |
DFAC | DIMENSIONAL ETF TRUST | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 7 |
AON | AON PLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
TGT | TARGET CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
DFAS | DIMENSIONAL ETF TRUST | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
ALL | ALLSTATE CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Z | ZILLOW GROUP INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
OGN | ORGANON & CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
TRV | TRAVELERS COMPANIES INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
LRCX | LAM RESEARCH CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
WEN | WENDYS CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
COKE | COCA COLA CONS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
PLTR | PALANTIR TECHNOLOGIES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
BLBD | BLUE BIRD CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
NVVE | NUVVE HOLDING CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
CHPT | CHARGEPOINT HOLDINGS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
XPEV | XPENG INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
GT | GOODYEAR TIRE & RUBR CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
GME | GAMESTOP CORP NEW | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
IJH | ISHARES TR | 5 | 1 | 0.00% | 1.55% | 3.39% | Q4 2018 | Q1 2021 | 6 |
DWDP | DOWDUPONT INC | 6 | 6 | 0.20% | 0.48% | 0.65% | Q4 2017 | Q1 2019 | 6 |
APP | APPLOVIN CORP | 6 | 6 | 0.03% | 0.41% | 0.98% | Q3 2021 | Q4 2022 | 6 |
WATT | ENERGOUS CORP | 6 | 6 | 0.04% | 0.16% | 0.40% | Q4 2017 | Q1 2019 | 6 |
FRSH | PAPA MURPHYS HLDGS INC | 6 | 6 | 0.11% | 0.12% | 0.13% | Q4 2017 | Q1 2019 | 6 |
GE | GENERAL ELECTRIC CO | 4 | 2 | 0.00% | 0.12% | 0.30% | Q4 2017 | Q2 2021 | 6 |
WFC | WELLS FARGO CO NEW | 6 | 6 | 0.04% | 0.09% | 0.13% | Q2 2018 | Q3 2019 | 6 |
STX | SEAGATE TECHNOLOGY HLD... | 6 | 6 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q3 2022 | 6 |
UAL | UNITED AIRLS HLDGS INC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q4 2021 | 6 |
AVGO | BROADCOM INC | 4 | 2 | 0.00% | 0.04% | 0.21% | Q1 2021 | Q4 2022 | 6 |
DTM | DT MIDSTREAM INC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q4 2022 | 6 |
MARKFORGED HOLDING COR... | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 | |
LUV | SOUTHWEST AIRLS CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
GSK | GSK PLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
WHR | WHIRLPOOL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
MRNA | MODERNA INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
MDXG | MIMEDX GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
SQM | SOCIEDAD QUIMICA Y MIN... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
LIT | GLOBAL X FDS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
MEDP | MEDPACE HLDGS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
LUNA | LUNA INNOVATIONS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
MDT | MEDTRONIC PLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
ARAY | ACCURAY INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
ZBRA | ZEBRA TECHNOLOGIES COR... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
VUG | VANGUARD INDEX FDS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
MED | MEDIFAST INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
VSS | VANGUARD INTL EQUITY I... | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
GNRC | GENERAC HLDGS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
MNMD | MIND MEDICINE MINDMED INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
EXN | EXCELLON RES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
EQX | EQUINOX GOLD CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
ASTS | AST SPACEMOBILE INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
ICLN | ISHARES TR | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
DRAGANFLY INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 | |
LAC | LITHIUM AMERS CORP NEW | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
LTHM | LIVENT CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
VMC | VULCAN MATLS CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
VGIT | VANGUARD SCOTTSDALE FDS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
CI | CIGNA CORP NEW | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
BTG | B2GOLD CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
BB | BLACKBERRY LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
SOFI | SOFI TECHNOLOGIES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
SCHW | SCHWAB CHARLES CORP | 5 | 5 | 0.53% | 0.65% | 0.90% | Q4 2021 | Q4 2022 | 5 |
EQR | EQUITY RESIDENTIAL | 5 | 5 | 0.53% | 0.59% | 0.64% | Q4 2021 | Q4 2022 | 5 |
PATH | UIPATH INC | 4 | 1 | 0.00% | 0.55% | 1.04% | Q2 2021 | Q3 2022 | 5 |
ANET | ARISTA NETWORKS INC | 3 | 2 | 0.00% | 0.55% | 1.75% | Q1 2020 | Q4 2022 | 5 |
BP | BP PLC | 4 | 1 | 0.00% | 0.49% | 0.72% | Q4 2017 | Q2 2021 | 5 |
OXY | OCCIDENTAL PETE CORP DEL | 3 | 1 | 0.00% | 0.25% | 0.44% | Q4 2017 | Q4 2022 | 5 |
PPG | PPG INDS INC | 4 | 1 | 0.00% | 0.15% | 0.20% | Q4 2017 | Q1 2022 | 5 |
UBER | UBER TECHNOLOGIES INC | 4 | 1 | 0.00% | 0.11% | 0.20% | Q2 2021 | Q4 2022 | 5 |
EPD | ENTERPRISE PRODS PARTN... | 4 | 1 | 0.00% | 0.10% | 0.47% | Q4 2017 | Q4 2022 | 5 |
WKHS | WORKHORSE GROUP INC | 5 | 5 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q4 2021 | 5 |
WEWORK INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 | |
MGK | VANGUARD WORLD FD | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q4 2022 | 5 |
BRILLIANT EARTH GROUP INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 | |
JD | JD.COM INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
RIVIAN AUTOMOTIVE INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 | |
INVENTRUST PPTYS CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 | |
VGT | VANGUARD WORLD FDS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
KYNDRYL HLDGS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 | |
TTD | THE TRADE DESK INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
MOMENTUS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 | |
ALLBIRDS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 | |
ALEX | ALEXANDER & BALDWIN IN... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
REE AUTOMOTIVE LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 | |
FRC | FIRST REP BK SAN FRANC... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
QCLN | FIRST TR EXCHANGE-TRAD... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
XLE | SELECT SECTOR SPDR TR | 4 | 4 | 0.18% | 3.62% | 5.17% | Q4 2017 | Q3 2018 | 4 |
SCHC | SCHWAB STRATEGIC TR | 4 | 4 | 0.53% | 0.93% | 1.16% | Q4 2017 | Q3 2018 | 4 |
TDOC | TELADOC HEALTH INC | 4 | 4 | 0.00% | 0.36% | 1.29% | Q4 2021 | Q3 2022 | 4 |
PROSHARES TR | 4 | 4 | 0.04% | 0.20% | 0.39% | Q1 2022 | Q4 2022 | 4 | |
ARKK | ARK ETF TR | 4 | 4 | 0.00% | 0.17% | 0.70% | Q1 2021 | Q4 2021 | 4 |
AMZN | AMAZON COM INC | 3 | 1 | 0.01% | 0.17% | 0.44% | Q3 2021 | Q4 2022 | 4 |
TWLO | TWILIO INC | 4 | 4 | 0.01% | 0.13% | 0.22% | Q1 2022 | Q4 2022 | 4 |
WM | WASTE MGMT INC DEL | 4 | 4 | 0.00% | 0.11% | 0.38% | Q1 2022 | Q4 2022 | 4 |
WBA | WALGREENS BOOTS ALLIAN... | 4 | 4 | 0.00% | 0.10% | 0.37% | Q1 2022 | Q4 2022 | 4 |
PYPL | PAYPAL HLDGS INC | 4 | 4 | 0.01% | 0.08% | 0.14% | Q1 2022 | Q4 2022 | 4 |
EPEGQ | EP ENERGY CORP | 4 | 4 | 0.03% | 0.07% | 0.10% | Q2 2018 | Q1 2019 | 4 |
GSBD | GOLDMAN SACHS BDC INC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q4 2021 | 4 |
IGM | ISHARES TR | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
PAYC | PAYCOM SOFTWARE INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
IYJ | ISHARES TR | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
NOC | NORTHROP GRUMMAN CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
IYM | ISHARES TR | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
SFIX | STITCH FIX INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
XLNX | XILINX INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
EMN | EASTMAN CHEM CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
CONSTELLATION ENERGY CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 | |
SWKS | SKYWORKS SOLUTIONS INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
DEO | DIAGEO PLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
VWE | VINTAGE WINE ESTATES INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
CG | CARLYLE GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
CHKP | CHECK POINT SOFTWARE T... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
ATVI | ACTIVISION BLIZZARD INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
EIX | EDISON INTL | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 4 |
PGF | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
AXP | AMERICAN EXPRESS CO | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 4 |
PZZA | PAPA JOHNS INTL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
SSO | PROSHARES TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
EVGO | EVGO INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
LEA | LEAR CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
COUP | COUPA SOFTWARE INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
IVOL | KRANESHARES TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
BSX | BOSTON SCIENTIFIC CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
RNST | RENASANT CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
STEM | STEM INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
SSRM | SSR MNG INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
AUY | YAMANA GOLD INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
ZIMVIE INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 | |
FNV | FRANCO NEV CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
FOUR | SHIFT4 PMTS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
AG | FIRST MAJESTIC SILVER ... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
DIDI | DIDI GLOBAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
AFRM | AFFIRM HLDGS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
AEM | AGNICO EAGLE MINES LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
OBELF | OBSIDIAN ENERGY LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
AXU | ALEXCO RESOURCE CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
INDI | INDIE SEMICONDUCTOR INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
PAAS | PAN AMERN SILVER CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
NET | CLOUDFLARE INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
OUNZ | VANECK MERK GOLD TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
SL GREEN RLTY CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 | |
AMLP | ALPS ETF TR | 2 | 1 | 0.30% | 2.29% | 4.11% | Q4 2017 | Q3 2019 | 3 |
AMJ | JPMORGAN CHASE & CO | 3 | 3 | 0.53% | 2.20% | 4.11% | Q4 2017 | Q2 2018 | 3 |
SLB | SCHLUMBERGER LTD | 3 | 3 | 0.66% | 1.01% | 1.31% | Q4 2017 | Q2 2018 | 3 |
SH | PROSHARES TR | 2 | 1 | 0.82% | 0.91% | 0.99% | Q3 2019 | Q3 2020 | 3 |
EFA | ISHARES TR | 2 | 1 | 0.00% | 0.45% | 0.73% | Q3 2019 | Q1 2021 | 3 |
SU | SUNCOR ENERGY INC NEW | 3 | 3 | 0.27% | 0.29% | 0.33% | Q4 2017 | Q2 2018 | 3 |
E | ENI S P A | 3 | 3 | 0.20% | 0.21% | 0.22% | Q4 2017 | Q2 2018 | 3 |
DIMENSIONAL ETF TRUST | 3 | 3 | 0.16% | 0.18% | 0.21% | Q2 2022 | Q4 2022 | 3 | |
LIN | LINDE PLC | 2 | 1 | 0.00% | 0.15% | 0.42% | Q1 2022 | Q4 2022 | 3 |
GOOGL | ALPHABET INC | 3 | 3 | 0.01% | 0.10% | 0.16% | Q2 2022 | Q4 2022 | 3 |
PINS | PINTEREST INC | 3 | 3 | 0.02% | 0.08% | 0.14% | Q1 2022 | Q3 2022 | 3 |
NVDA | NVIDIA CORPORATION | 3 | 3 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q4 2022 | 3 |
FFIN | FIRST FINL BANKSHARES INC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q4 2022 | 3 |
AAPL | APPLE INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q4 2022 | 3 |
FB | META PLATFORMS INC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q2 2022 | Q4 2022 | 3 |
ESGU | ISHARES TR | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q4 2022 | 3 |
BOWXW | BOWX ACQUISITION CORP | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2021 | 3 |
WARNER BROS DISCOVERY INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 | |
RBLX | ROBLOX CORP | 3 | 3 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2022 | 3 |
PATH | UIPATH INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
OEF | ISHARES TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
VIG | VANGUARD SPECIALIZED F... | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
AMPG | AMPLITECH GROUP INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
SPHQ | INVESCO EXCHANGE TRADE... | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
SPSB | SPDR SER TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
VCEB | VANGUARD WORLD FD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
NVS | NOVARTIS AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PFO | FLAHERTY & CRUMRINE PF... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
AMWL | AMERICAN WELL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
FLRN | SPDR SER TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
ERASCA INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 | |
VHC | VIRNETX HLDG CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
FISV | FISERV INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
MDLZ | MONDELEZ INTL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
SRLN | SSGA ACTIVE ETF TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
VTIP | VANGUARD MALVERN FDS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
FSLY | FASTLY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
VWOB | VANGUARD WHITEHALL FDS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
C | CITIGROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 3 |
BWZ | SPDR SER TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
CAPITAL GROUP GROWTH ETF | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 | |
AI | C3 AI INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
IAUCF | I-80 GOLD CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
EMBARK TECHNOLOGY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 | |
ALC | ALCON AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
KVSA | KHOSLA VENTURES ACQUIS... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CAPITAL GROUP GBL GROW... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 | |
PH | PARKER-HANNIFIN CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
NNOX | NANO X IMAGING LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
EW | EDWARDS LIFESCIENCES CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
PLUG | PLUG POWER INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
ENOVIX CORPORATION | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 | |
IXUS | ISHARES TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
USB | US BANCORP DEL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
OPK | OPKO HEALTH INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
SPXU | PROSHARES TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
DISCB | DISCOVERY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
GRUB | JUST EAT TAKEAWAY COM N V | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
GD | GENERAL DYNAMICS CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
ZTS | ZOETIS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
UCO | PROSHARES TR II | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
GGPI | GORES GUGGENHEIM INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
STO | STATOIL ASA | 2 | 2 | 0.37% | 0.39% | 0.42% | Q4 2017 | Q1 2018 | 2 |
SCHO | SCHWAB STRATEGIC TR | 2 | 2 | 0.32% | 0.34% | 0.36% | Q4 2017 | Q1 2018 | 2 |
LYFT | LYFT INC | 1 | 1 | 0.00% | 0.30% | 0.59% | Q4 2021 | Q2 2022 | 2 |
NKLA | NIKOLA CORP | 1 | 1 | 0.05% | 0.07% | 0.08% | Q3 2020 | Q2 2021 | 2 |
AONEWS | ONE | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2021 | 2 |
BOWX | BOWX ACQUISITION CORP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
BACPRL | BK OF AMERICA CORP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
COMT | ISHARES U S ETF TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
IYE | ISHARES TR | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
NOW | SERVICENOW INC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 2 |
NBEV | NEW AGE BEVERAGES CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2018 | 2 |
HDV | ISHARES TR | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
NFLX | NETFLIX INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
DIMENSIONAL ETF TRUST | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 | |
RDVY | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
MARKFORGED HOLDING COR... | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 | |
XEL | XCEL ENERGY INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
COWZ | PACER FDS TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
ED | CONSOLIDATED EDISON INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
VDE | VANGUARD WORLD FDS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
XLF | SELECT SECTOR SPDR TR | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 2 |
SHELL PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 | |
UXIN | UXIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
GSK PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 | |
GENERAL ELECTRIC CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 | |
DOCS | DOXIMITY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BEPC | BROOKFIELD RENEWABLE CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
BEP | BROOKFIELD RENEWABLE P... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
ESGE | ISHARES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 2 |
WDC | WESTERN DIGITAL CORP. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
MYPSW | PLAYSTUDIOS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MGM | MGM RESORTS INTERNATIONAL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
HALEON PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 | |
ABNB | AIRBNB INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PANW | PALO ALTO NETWORKS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
WDFC | WD-40 CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CVI | CVR ENERGY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
GRVY | GRAVITY CO LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
AONE | ONE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SRACW | STABLE RD ACQUISITION ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SUM | SUMMIT MATLS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SRAC | STABLE RD ACQUISITION ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
PSFEWS | PAYSAFE LIMITED | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
XBI | SPDR SER TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
VBIV | VBI VACCINES INC CDA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
FUN | CEDAR FAIR L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CSSE | CHICKEN SOUP FOR THE S... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
BKNG | BOOKING HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
WORK | SLACK TECHNOLOGIES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
EMBARK TECHNOLOGY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 | |
OMC | OMNICOM GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BILL | BILL COM HLDGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
DRAFTKINGS INC NEW | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 | |
MARKFORGED HOLDING COR... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 | |
SHW | SHERWIN WILLIAMS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MIND MEDICINE MINDMED INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 | |
AIEQ | ETF MANAGERS TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
INVESCO QQQ TR | 1 | 1 | 4.59% | 4.59% | 4.59% | Q4 2022 | Q4 2022 | 1 | |
STEMWS | STEM INC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q2 2021 | Q2 2021 | 1 |
DPHC | DIAMONDPEAK HLDGS COR | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2020 | Q3 2020 | 1 |
RIDEW | LORDSTOWN MOTORS CORP | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2020 | Q4 2020 | 1 |
LORDSTOWN MOTORS CORP | 1 | 1 | 1.09% | 1.09% | 1.09% | Q2 2021 | Q2 2021 | 1 | |
STPKWS | STAR PEAK ENERGY TRANS... | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2021 | Q1 2021 | 1 |
BIDU | BAIDU INC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2019 | Q4 2019 | 1 |
RAYTHEON TECHNOLOGIES ... | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2022 | Q4 2022 | 1 | |
KRE | SPDR SERIES TRUST | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2017 | Q4 2017 | 1 |
OIH | VANECK VECTORS ETF TR | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2017 | Q4 2017 | 1 |
EQNR | EQUINOR ASA | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2018 | Q2 2018 | 1 |
DPHCW | DIAMONDPEAK HLDGS COR | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2020 | Q3 2020 | 1 |
DISCA | DISCOVERY INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2021 | Q3 2021 | 1 |
ARKQ | ARK ETF TR | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
KHC | KRAFT HEINZ CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2018 | Q2 2018 | 1 |
PGX | POWERSHARES ETF TR II | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2017 | Q4 2017 | 1 |
CORTEXYME INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 | |
STEM INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 | |
CIICW | CIIG MERGER CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
SPTL | SPDR SER TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
DPHC | DIAMONDPEAK HLDGS COR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
TSLA | TESLA INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
STPK | STAR PEAK ENERGY TRANS... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
CRTX | CORTEXYME INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
AMERICAN CENTY ETF TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 | |
SPAB | SPDR SER TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
AONE | ONE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
ZM | ZOOM VIDEO COMMUNICATI... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
FORTINET INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 | |
UIPATH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 | |
TLH | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MTUM | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ASPIRATIONAL CONSUMER ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 | |
BA | BOEING CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
IFRA | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
TARGET CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 | |
NOBL | PROSHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
IGV | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
IYF | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
XLG | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TRAVELERS COMPANIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 | |
IYH | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RLX | RLX TECHNOLOGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
IEFA | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FLAHERTY & CRUMRINE PF... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 | |
AEP | AMERICAN ELEC PWR CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AJG | GALLAGHER ARTHUR J & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
D | DOMINION ENERGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MMP | MAGELLAN MIDSTREAM PRT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HYLB | DBX ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NOK | NOKIA CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PPL | PPL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
KMX | CARMAX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FREY | FREYR BATTERY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
UP | WHEELS UP EXPERIENCE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BDX | BECTON DICKINSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TM | TOYOTA MOTOR CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ETV | EATON VANCE TAX-MANAGE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ZS | ZSCALER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ALGN | ALIGN TECHNOLOGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SMH | VANECK ETF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
IEMG | ISHARES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ACACW | ACIES ACQUISITION CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
GOEV | CANOO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CTB | COOPER TIRE & RUBR CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
IPGP | IPG PHOTONICS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BHVN | BIOHAVEN PHARMACTL HLD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AVAV | AEROVIRONMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FREYWS | FREYR BATTERY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EXPE | EXPEDIA GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
OLED | UNIVERSAL DISPLAY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
KDP | KEURIG DR PEPPER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SNOW | SNOWFLAKE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SEDG | SOLAREDGE TECHNOLOGIES... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CVX | CHEVRON CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CME | CME GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SLG | SL GREEN RLTY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SBAC | SBA COMMUNICATIONS COR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SPGI | S&P GLOBAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
REXR | REXFORD INDL RLTY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
X | UNITED STATES STL CORP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
RSG | REPUBLIC SVCS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
REDBOX ENTERTAINMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 | |
RH | RH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
COF | CAPITAL ONE FINL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
QRVO | QORVO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PRU | PRUDENTIAL FINL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PLD | PROLOGIS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CE | CELANESE CORP DEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TROW | PRICE T ROWE GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CFG | CITIZENS FINL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PCTY | PAYLOCITY HLDG CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PNC | PNC FINL SVCS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
COIN | COINBASE GLOBAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ENOVIS CORPORATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 | |
NUE | NUCOR CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
VT | VANGUARD INTL EQUITY I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NTRS | NORTHERN TR CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
VDC | VANGUARD WORLD FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NSC | NORFOLK SOUTHN CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
JWN | NORDSTROM INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
VGSH | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AA | ALCOA CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ACI | ALBERTSONS COS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NWSA | NEWS CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NPAWW | NEW PROVIDENCE ACQUISI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NSA | NATIONAL STORAGE AFFIL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AGEN | AGENUS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NDAQ | NASDAQ INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CRWD | CROWDSTRIKE HLDGS INC | 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% | Q2 2022 | Q2 2022 | 1 |
LYB | LYONDELLBASELL INDUSTR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MCK | MCKESSON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DXC | DXC TECHNOLOGY CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MOMENTUS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 | |
DELL | DELL TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
VRTX | VERTEX PHARMACEUTICALS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MAS | MASCO CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MKTX | MARKETAXESS HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
VIR | VIR BIOTECHNOLOGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MRO | MARATHON OIL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MFC | MANULIFE FINL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
VIRT | VIRTU FINL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MSCI | MSCI INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
VTGN | VISTAGEN THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
VVNT | VIVINT SMART HOME INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DKS | DICKS SPORTING GOODS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LII | LENNOX INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ABST | ABSOLUTE SOFTWARE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
LEN | LENNAR CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LMND | LEMONADE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EL | LAUDER ESTEE COS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LHX | L3HARRIS TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
W | WAYFAIR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
KR | KROGER CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
KEY | KEYCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SGOL | ABERDEEN STD GOLD ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EAGG | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SDG | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ESGD | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SUSB | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WDAY | WORKDAY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SUSC | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
XPO | XPO LOGISTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DFS | DISCOVER FINL SVCS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SHV | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
XYL | XYLEM INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DSI | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DG | DOLLAR GEN CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
YUM | YUM BRANDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DPZ | DOMINOS PIZZA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DKNG | DRAFTKINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DBX | DROPBOX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EDWARDS LIFESCIENCES CORP | 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% | Q1 2021 | Q1 2021 | 1 |
ASTSW | AST SPACEMOBILE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ISRG | INTUITIVE SURGICAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
IDXX | IDEXX LABS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ACGL | ARCH CAP GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HYMC | HYCROFT MINING HOLDING... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HBAN | HUNTINGTON BANCSHARES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BSN | BROADSTONE ACQUISITION... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HWM | HOWMET AEROSPACE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JCI | JOHNSON CTLS INTL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HLI | HOULIHAN LOKEY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EFX | EQUIFAX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
JOBY AVIATION INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 | |
HPQ | HP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HCA | HCA HEALTHCARE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GRUB | GRUBHUB INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CHIL | GLOBAL X FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
GPN | GLOBAL PMTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
IT | GARTNER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
IPOE | SOCIAL CAPITAL HEDOSOP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TT | TRANE TECHNOLOGIES PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GPS | GAP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FCX | FREEPORT-MCMORAN INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TEL | TE CONNECTIVITY LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FIS | FIDELITY NATL INFORMAT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FLT | FLEETCOR TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EXR | EXTRA SPACE STORAGE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FBT | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FITB | FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
STT | STATE STR CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SYLVAMO CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 | |
AZO | AUTOZONE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TER | TERADYNE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BLL | BALL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BK | BANK NEW YORK MELLON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WRB | BERKLEY W R CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
APH | AMPHENOL CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
XLP | SELECT SECTOR SPDR TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BERY | BERRY GLOBAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TFC | TRUIST FINL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BIGC | BIGCOMMERCE HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SCHR | SCHWAB STRATEGIC TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AWK | AMERICAN WTR WKS CO IN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BLDE | BLADE AIR MOBILITY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FNDC | SCHWAB STRATEGIC TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SCHV | SCHWAB STRATEGIC TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FTEC | FIDELITY COVINGTON TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
XAR | SPDR SER TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SPDW | SPDR INDEX SHS FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SPGM | SPDR INDEX SHS FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ULTA | ULTA BEAUTY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
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The securities at the top of the list , including APPLE INC, AMAZON COM INC, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of Burleson & Company, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Burleson & Company, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Burleson & Company, LLC owns currently or has owned in the past.