327 is the total number of securities Wealth Alliance Advisory Group, LLC has owned. The longest Wealth Alliance Advisory Group, LLC has owned a single stock is 24 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 24 | 24 | 4.32% | 9.29% | 12.73% | Q4 2017 | Q3 2023 | 24 |
VTV | VANGUARD INDEX FDS | 24 | 24 | 3.73% | 6.44% | 8.70% | Q4 2017 | Q3 2023 | 24 |
VUG | VANGUARD INDEX FDS | 24 | 24 | 3.62% | 5.76% | 7.49% | Q4 2017 | Q3 2023 | 24 |
XOM | EXXON MOBIL CORP | 24 | 24 | 1.50% | 2.58% | 3.82% | Q4 2017 | Q3 2023 | 24 |
AAPL | APPLE INC | 24 | 24 | 0.54% | 2.38% | 3.69% | Q4 2017 | Q3 2023 | 24 |
BAC | BK OF AMERICA CORP | 24 | 24 | 0.69% | 1.84% | 2.88% | Q4 2017 | Q3 2023 | 24 |
MSFT | MICROSOFT CORP | 24 | 24 | 0.53% | 1.66% | 2.40% | Q4 2017 | Q3 2023 | 24 |
SPY | SPDR S&P 500 ETF TR | 24 | 24 | 0.30% | 1.36% | 2.01% | Q4 2017 | Q3 2023 | 24 |
MCD | MCDONALDS CORP | 24 | 24 | 0.85% | 1.21% | 1.46% | Q4 2017 | Q3 2023 | 24 |
JNJ | JOHNSON & JOHNSON | 24 | 24 | 0.75% | 1.20% | 1.56% | Q4 2017 | Q3 2023 | 24 |
COP | CONOCOPHILLIPS | 24 | 24 | 0.48% | 1.18% | 1.87% | Q4 2017 | Q3 2023 | 24 |
SEIC | SEI INVTS CO | 24 | 24 | 0.67% | 1.13% | 1.64% | Q4 2017 | Q3 2023 | 24 |
PEP | PEPSICO INC | 24 | 24 | 0.67% | 1.04% | 1.27% | Q4 2017 | Q3 2023 | 24 |
PG | PROCTER & GAMBLE CO | 24 | 24 | 0.55% | 0.90% | 1.15% | Q4 2017 | Q3 2023 | 24 |
WMT | WAL-MART STORES INC | 24 | 24 | 0.44% | 0.85% | 1.25% | Q4 2017 | Q3 2023 | 24 |
CVX | CHEVRON CORP NEW | 24 | 24 | 0.49% | 0.85% | 1.41% | Q4 2017 | Q3 2023 | 24 |
VZ | VERIZON COMMUNICATIONS... | 24 | 24 | 0.38% | 0.83% | 1.23% | Q4 2017 | Q3 2023 | 24 |
EQBK | EQUITY BANCSHARES INC | 24 | 24 | 0.29% | 0.81% | 1.23% | Q4 2017 | Q3 2023 | 24 |
T | AT&T INC | 24 | 24 | 0.29% | 0.79% | 1.51% | Q4 2017 | Q3 2023 | 24 |
PSX | PHILLIPS 66 | 24 | 24 | 0.28% | 0.79% | 1.43% | Q4 2017 | Q3 2023 | 24 |
UBS | UBS GROUP AG | 24 | 24 | 0.46% | 0.75% | 1.66% | Q4 2017 | Q3 2023 | 24 |
AMGN | AMGEN INC | 24 | 24 | 0.32% | 0.57% | 0.76% | Q4 2017 | Q3 2023 | 24 |
BRKB | BERKSHIRE HATHAWAY INC... | 24 | 24 | 0.25% | 0.53% | 0.84% | Q4 2017 | Q3 2023 | 24 |
PFE | PFIZER INC | 24 | 24 | 0.21% | 0.49% | 0.66% | Q4 2017 | Q3 2023 | 24 |
SYK | STRYKER CORPORATION | 24 | 24 | 0.33% | 0.45% | 0.54% | Q4 2017 | Q3 2023 | 24 |
JPM | JPMORGAN CHASE & CO | 24 | 24 | 0.24% | 0.43% | 0.68% | Q4 2017 | Q3 2023 | 24 |
BA | BOEING CO | 24 | 24 | 0.25% | 0.42% | 0.60% | Q4 2017 | Q3 2023 | 24 |
MMM | 3M CO | 24 | 24 | 0.12% | 0.40% | 0.98% | Q4 2017 | Q3 2023 | 24 |
BP | BP PLC | 24 | 24 | 0.19% | 0.37% | 0.64% | Q4 2017 | Q3 2023 | 24 |
MO | ALTRIA GROUP INC | 24 | 24 | 0.26% | 0.36% | 0.71% | Q4 2017 | Q3 2023 | 24 |
BMY | BRISTOL-MYERS SQUIBB CO | 24 | 24 | 0.13% | 0.36% | 0.58% | Q4 2017 | Q3 2023 | 24 |
ORCL | ORACLE CORP | 24 | 24 | 0.16% | 0.35% | 0.45% | Q4 2017 | Q3 2023 | 24 |
CNOB | CONNECTONE BANCORP INC... | 24 | 24 | 0.08% | 0.35% | 0.84% | Q4 2017 | Q3 2023 | 24 |
INTC | INTEL CORP | 24 | 24 | 0.11% | 0.34% | 0.59% | Q4 2017 | Q3 2023 | 24 |
MRK | MERCK & CO. INC | 24 | 24 | 0.20% | 0.32% | 0.47% | Q4 2017 | Q3 2023 | 24 |
HON | HONEYWELL INTL INC | 24 | 24 | 0.15% | 0.31% | 0.44% | Q4 2017 | Q3 2023 | 24 |
WBA | WALGREENS BOOTS ALLIAN... | 24 | 24 | 0.16% | 0.24% | 0.44% | Q4 2017 | Q3 2023 | 24 |
SO | SOUTHERN CO | 24 | 24 | 0.13% | 0.22% | 0.31% | Q4 2017 | Q3 2023 | 24 |
NBH | NEUBERGER BERMAN MUNI ... | 24 | 24 | 0.06% | 0.22% | 0.47% | Q4 2017 | Q3 2023 | 24 |
ED | CONSOLIDATED EDISON INC | 24 | 24 | 0.12% | 0.21% | 0.31% | Q4 2017 | Q3 2023 | 24 |
NZF | NUVEEN MUNICIPAL CREDI... | 24 | 24 | 0.10% | 0.19% | 0.27% | Q4 2017 | Q3 2023 | 24 |
CBSH | COMMERCE BANCSHARES INC | 24 | 24 | 0.09% | 0.18% | 0.24% | Q4 2017 | Q3 2023 | 24 |
RF | REGIONS FINL CORP NEW | 24 | 24 | 0.08% | 0.16% | 0.34% | Q4 2017 | Q3 2023 | 24 |
VKQ | INVESCO MUN TR | 24 | 24 | 0.10% | 0.15% | 0.26% | Q4 2017 | Q3 2023 | 24 |
PMX | PIMCO MUN INCOME FD III | 24 | 24 | 0.06% | 0.14% | 0.20% | Q4 2017 | Q3 2023 | 24 |
PTY | PIMCO CORPORATE & INCO... | 24 | 24 | 0.07% | 0.12% | 0.18% | Q4 2017 | Q3 2023 | 24 |
PFN | PIMCO INCOME STRATEGY ... | 24 | 24 | 0.02% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
GOOG | ALPHABET INC | 23 | 23 | 0.21% | 0.47% | 0.73% | Q1 2018 | Q3 2023 | 23 |
CSCO | CISCO SYS INC | 23 | 23 | 0.28% | 0.43% | 0.60% | Q1 2018 | Q3 2023 | 23 |
BRKA | BERKSHIRE HATHAWAY INC... | 23 | 23 | 0.31% | 0.38% | 0.46% | Q1 2018 | Q3 2023 | 23 |
ABBV | ABBVIE INC | 23 | 23 | 0.14% | 0.32% | 0.73% | Q1 2018 | Q3 2023 | 23 |
ETV | EATON VANCE TX MNG BY ... | 23 | 23 | 0.12% | 0.28% | 0.38% | Q1 2018 | Q3 2023 | 23 |
TMO | THERMO FISHER SCIENTIF... | 23 | 23 | 0.16% | 0.25% | 0.49% | Q1 2018 | Q3 2023 | 23 |
MDLZ | MONDELEZ INTL INC | 23 | 23 | 0.14% | 0.25% | 0.34% | Q1 2018 | Q3 2023 | 23 |
KO | COCA COLA CO | 23 | 23 | 0.11% | 0.24% | 0.43% | Q1 2018 | Q3 2023 | 23 |
BFK | BLACKROCK MUN INCOME TR | 22 | 1 | 0.03% | 0.24% | 0.46% | Q4 2017 | Q3 2023 | 23 |
DE | DEERE & CO | 23 | 23 | 0.07% | 0.22% | 0.34% | Q1 2018 | Q3 2023 | 23 |
MQY | BLACKROCK MUNIYILD QUL... | 22 | 1 | 0.04% | 0.21% | 0.48% | Q4 2017 | Q3 2023 | 23 |
INCY | INCYTE CORP | 23 | 23 | 0.07% | 0.17% | 0.27% | Q1 2018 | Q3 2023 | 23 |
CSX | CSX CORP | 23 | 23 | 0.10% | 0.16% | 0.19% | Q1 2018 | Q3 2023 | 23 |
EIM | EATON VANCE MUN BD FD | 22 | 1 | 0.06% | 0.12% | 0.19% | Q4 2017 | Q3 2023 | 23 |
ET | ENERGY TRANSFER LP | 23 | 23 | 0.05% | 0.08% | 0.14% | Q1 2018 | Q3 2023 | 23 |
AMZN | AMAZON COM INC | 22 | 22 | 0.29% | 0.80% | 1.14% | Q2 2018 | Q3 2023 | 22 |
WMB | WILLIAMS COS INC DEL | 20 | 2 | 0.14% | 0.75% | 1.13% | Q1 2018 | Q3 2023 | 22 |
OKE | ONEOK INC NEW | 12 | 1 | 0.14% | 0.22% | 0.30% | Q4 2017 | Q3 2023 | 22 |
GOOGL | ALPHABET INC | 22 | 22 | 0.15% | 0.21% | 0.28% | Q2 2018 | Q3 2023 | 22 |
CMCSA | COMCAST CORP NEW | 22 | 22 | 0.08% | 0.19% | 0.29% | Q2 2018 | Q3 2023 | 22 |
USB | US BANCORP DEL | 22 | 22 | 0.09% | 0.17% | 0.32% | Q2 2018 | Q3 2023 | 22 |
ITOT | ISHARES TR | 20 | 1 | 0.07% | 4.11% | 8.39% | Q4 2017 | Q3 2023 | 21 |
NVDA | NVIDIA CORPORATION | 19 | 2 | 0.17% | 0.66% | 1.56% | Q2 2018 | Q3 2023 | 21 |
CFFN | CAPITOL FED FINL INC | 21 | 21 | 0.11% | 0.57% | 1.01% | Q3 2018 | Q3 2023 | 21 |
V | VISA INC | 21 | 21 | 0.11% | 0.47% | 0.64% | Q3 2018 | Q3 2023 | 21 |
HD | HOME DEPOT INC | 20 | 1 | 0.15% | 0.31% | 0.44% | Q2 2018 | Q3 2023 | 21 |
GIS | GENERAL MLS INC | 20 | 1 | 0.08% | 0.16% | 0.21% | Q4 2017 | Q3 2023 | 21 |
SGOL | ABRDN GOLD ETF TRUST | 20 | 20 | 0.32% | 0.51% | 0.72% | Q4 2018 | Q3 2023 | 20 |
DIA | SPDR DOW JONES INDL AV... | 20 | 20 | 0.11% | 0.48% | 0.70% | Q4 2017 | Q3 2022 | 20 |
ONEQ | FIDELITY COMWLTH TR | 8 | 1 | 0.09% | 0.16% | 0.38% | Q4 2017 | Q3 2023 | 20 |
PM | PHILIP MORRIS INTL INC | 20 | 20 | 0.09% | 0.15% | 0.18% | Q4 2018 | Q3 2023 | 20 |
ARCC | ARES CAPITAL CORP | 20 | 20 | 0.10% | 0.13% | 0.19% | Q4 2018 | Q3 2023 | 20 |
NVS | NOVARTIS AG | 20 | 20 | 0.08% | 0.13% | 0.20% | Q4 2018 | Q3 2023 | 20 |
IEMG | ISHARES INC | 19 | 19 | 0.19% | 2.63% | 5.48% | Q4 2017 | Q2 2022 | 19 |
IWM | ISHARES TR | 17 | 2 | 0.16% | 0.39% | 0.84% | Q4 2017 | Q3 2022 | 19 |
GS | GOLDMAN SACHS GROUP INC | 14 | 1 | 0.15% | 0.21% | 0.30% | Q3 2018 | Q3 2023 | 19 |
TGT | TARGET CORP | 18 | 1 | 0.09% | 0.20% | 0.31% | Q3 2018 | Q3 2023 | 19 |
F | FORD MTR CO DEL | 19 | 19 | 0.09% | 0.18% | 0.33% | Q1 2019 | Q3 2023 | 19 |
ETHO | ETF MANAGERS TR | 19 | 19 | 0.11% | 0.17% | 0.21% | Q1 2019 | Q3 2023 | 19 |
EVT | EATON VANCE TAX ADVT D... | 19 | 19 | 0.11% | 0.15% | 0.18% | Q1 2019 | Q3 2023 | 19 |
MMP | MAGELLAN MIDSTREAM PRT... | 11 | 1 | 0.10% | 0.12% | 0.20% | Q4 2017 | Q2 2023 | 19 |
MDY | SPDR S&P MIDCAP 400 ET... | 10 | 3 | 0.11% | 4.98% | 7.13% | Q4 2017 | Q3 2023 | 18 |
UNP | UNION PACIFIC CORP | 14 | 4 | 0.13% | 0.24% | 0.36% | Q1 2019 | Q3 2023 | 18 |
AMT | AMERICAN TOWER CORP NEW | 18 | 18 | 0.08% | 0.22% | 0.36% | Q2 2019 | Q3 2023 | 18 |
CTSH | COGNIZANT TECHNOLOGY S... | 10 | 8 | 0.10% | 0.16% | 0.20% | Q1 2018 | Q3 2022 | 18 |
KMI | KINDER MORGAN INC DEL | 14 | 1 | 0.05% | 0.14% | 0.22% | Q4 2017 | Q3 2023 | 18 |
EVRG | EVERGY INC | 17 | 17 | 0.11% | 0.30% | 0.55% | Q2 2018 | Q2 2022 | 17 |
CSQ | CALAMOS STRATEGIC TOTL... | 17 | 17 | 0.08% | 0.11% | 0.19% | Q4 2017 | Q4 2021 | 17 |
PAA | PLAINS ALL AMERN PIPEL... | 14 | 2 | 0.13% | 0.33% | 0.42% | Q1 2019 | Q3 2023 | 16 |
UNH | UNITEDHEALTH GROUP INC | 16 | 16 | 0.13% | 0.33% | 0.54% | Q4 2019 | Q3 2023 | 16 |
TFC | TRUIST FINL CORP | 16 | 16 | 0.11% | 0.31% | 0.52% | Q4 2019 | Q3 2023 | 16 |
XBI | SPDR SER TR | 16 | 16 | 0.13% | 0.24% | 0.57% | Q1 2018 | Q4 2021 | 16 |
LLY | LILLY ELI & CO | 16 | 16 | 0.12% | 0.23% | 0.53% | Q4 2019 | Q3 2023 | 16 |
FTNT | FORTINET INC | 16 | 16 | 0.13% | 0.22% | 0.32% | Q4 2019 | Q3 2023 | 16 |
GE | GENERAL ELECTRIC CO | 16 | 16 | 0.10% | 0.20% | 0.32% | Q4 2017 | Q3 2021 | 16 |
QCOM | QUALCOMM INC | 12 | 4 | 0.08% | 0.15% | 0.21% | Q1 2019 | Q2 2023 | 16 |
ABT | ABBOTT LABS | 16 | 16 | 0.08% | 0.14% | 0.20% | Q3 2019 | Q2 2023 | 16 |
IJR | ISHARES TR | 10 | 2 | 0.12% | 2.00% | 4.91% | Q1 2018 | Q3 2022 | 15 |
DIS | DISNEY WALT CO | 14 | 1 | 0.07% | 0.21% | 0.36% | Q2 2019 | Q3 2023 | 15 |
FB | META PLATFORMS INC | 14 | 1 | 0.13% | 0.21% | 0.41% | Q2 2019 | Q3 2023 | 15 |
IBM | INTERNATIONAL BUSINESS... | 11 | 4 | 0.11% | 0.16% | 0.27% | Q1 2019 | Q3 2023 | 15 |
BX | BLACKSTONE INC | 14 | 1 | 0.10% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 15 |
FCX | FREEPORT-MCMORAN INC | 12 | 3 | 0.06% | 0.12% | 0.18% | Q3 2019 | Q3 2023 | 15 |
CAH | CARDINAL HEALTH INC | 12 | 1 | 0.09% | 0.12% | 0.18% | Q4 2017 | Q3 2023 | 15 |
BHR | BRAEMAR HOTELS & RESOR... | 15 | 15 | 0.03% | 0.10% | 0.16% | Q1 2020 | Q3 2023 | 15 |
MFD | MACQUARIE / FIRST TR G... | 15 | 15 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
SPYD | SPDR SER TR | 14 | 14 | 0.09% | 0.16% | 0.20% | Q2 2020 | Q3 2023 | 14 |
SHV | ISHARES TR | 6 | 1 | 1.02% | 3.57% | 7.27% | Q3 2018 | Q1 2022 | 13 |
RTX | RTX CORPORATION | 13 | 13 | 0.43% | 0.72% | 0.82% | Q3 2020 | Q3 2023 | 13 |
MA | MASTERCARD INCORPORATED | 13 | 13 | 0.20% | 0.29% | 0.39% | Q3 2020 | Q3 2023 | 13 |
NEE | NEXTERA ENERGY INC | 13 | 13 | 0.13% | 0.19% | 0.25% | Q3 2020 | Q3 2023 | 13 |
BABA | ALIBABA GROUP HLDG LTD | 10 | 3 | 0.11% | 0.15% | 0.19% | Q1 2018 | Q2 2021 | 13 |
MYI | BLACKROCK MUNIYIELD QU... | 12 | 1 | 0.10% | 0.12% | 0.19% | Q4 2017 | Q1 2021 | 13 |
NKE | NIKE INC | 13 | 13 | 0.07% | 0.11% | 0.14% | Q3 2020 | Q3 2023 | 13 |
DBEF | DBX ETF TR | 12 | 12 | 1.09% | 2.08% | 2.60% | Q4 2017 | Q3 2020 | 12 |
UPS | UNITED PARCEL SERVICE INC | 12 | 12 | 0.16% | 0.19% | 0.21% | Q4 2020 | Q3 2023 | 12 |
AVGO | BROADCOM INC | 12 | 12 | 0.11% | 0.17% | 0.49% | Q4 2020 | Q3 2023 | 12 |
WFC | WELLS FARGO CO NEW | 7 | 1 | 0.09% | 0.16% | 0.26% | Q2 2018 | Q1 2022 | 12 |
AZN | ASTRAZENECA PLC | 10 | 1 | 0.07% | 0.15% | 0.20% | Q4 2018 | Q2 2023 | 12 |
VIAC | VIACOMCBS INC | 12 | 12 | 0.07% | 0.14% | 0.19% | Q2 2020 | Q1 2023 | 12 |
GILD | GILEAD SCIENCES INC | 5 | 1 | 0.08% | 0.13% | 0.20% | Q1 2018 | Q1 2023 | 12 |
MDT | MEDTRONIC PLC | 9 | 1 | 0.10% | 0.13% | 0.14% | Q3 2018 | Q2 2022 | 12 |
DVN | DEVON ENERGY CORP NEW | 11 | 11 | 0.14% | 0.29% | 0.42% | Q1 2021 | Q3 2023 | 11 |
KHC | KRAFT HEINZ CO | 8 | 3 | 0.09% | 0.15% | 0.24% | Q1 2018 | Q3 2023 | 11 |
SA | SEABRIDGE GOLD INC | 9 | 2 | 0.06% | 0.11% | 0.15% | Q3 2019 | Q2 2022 | 11 |
DEUS | DBX ETF TR | 10 | 10 | 0.13% | 6.06% | 7.80% | Q2 2020 | Q3 2022 | 10 |
SLY | SPDR SER TR | 10 | 10 | 2.47% | 4.04% | 4.81% | Q4 2017 | Q1 2020 | 10 |
TFI | SPDR SER TR | 10 | 10 | 0.20% | 1.33% | 3.16% | Q4 2017 | Q1 2020 | 10 |
RTN | RAYTHEON CO | 10 | 10 | 0.74% | 0.91% | 1.12% | Q4 2017 | Q1 2020 | 10 |
SHM | SPDR SER TR | 10 | 10 | 0.14% | 0.58% | 1.28% | Q4 2017 | Q1 2020 | 10 |
BND | VANGUARD BD INDEX FDS | 10 | 10 | 0.16% | 0.45% | 1.90% | Q4 2017 | Q1 2020 | 10 |
BSV | VANGUARD BD INDEX FDS | 10 | 10 | 0.13% | 0.17% | 0.24% | Q4 2017 | Q1 2020 | 10 |
NAD | NUVEEN QUALITY MUNCP I... | 10 | 10 | 0.08% | 0.15% | 0.22% | Q2 2021 | Q3 2023 | 10 |
ARKK | ARK ETF TR | 6 | 2 | 0.06% | 0.15% | 0.24% | Q2 2018 | Q3 2023 | 10 |
RRC | RANGE RES CORP | 5 | 1 | 0.02% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 10 |
VGM | INVESCO TR INVT GRADE ... | 10 | 10 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
VTI | VANGUARD INDEX FDS | 5 | 4 | 0.13% | 5.11% | 7.86% | Q4 2017 | Q3 2023 | 9 |
LIN | LINDE PLC | 9 | 9 | 0.16% | 0.21% | 0.26% | Q4 2020 | Q4 2022 | 9 |
GPRK | GEOPARK LTD | 8 | 1 | 0.08% | 0.19% | 0.26% | Q1 2018 | Q4 2022 | 9 |
XLF | SELECT SECTOR SPDR TR | 9 | 9 | 0.08% | 0.11% | 0.18% | Q1 2021 | Q1 2023 | 9 |
LULU | LULULEMON ATHLETICA INC | 4 | 2 | 0.06% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 9 |
NCV | ALLIANZGI CONV INCOME FD | 9 | 9 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q4 2019 | 9 |
NLY | ANNALY CAPITAL MANAGEM... | 9 | 9 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q2 2022 | 9 |
MUB | ISHARES TR | 4 | 4 | 0.10% | 0.96% | 2.18% | Q4 2017 | Q3 2023 | 8 |
BBT | BB&T CORP | 8 | 8 | 0.52% | 0.67% | 0.99% | Q4 2017 | Q3 2019 | 8 |
PZA | INVESCO EXCHNG TRADED ... | 8 | 8 | 0.16% | 0.38% | 1.03% | Q2 2018 | Q1 2020 | 8 |
UTX | UNITED TECHNOLOGIES CORP | 8 | 8 | 0.21% | 0.27% | 0.31% | Q2 2018 | Q1 2020 | 8 |
ENB | ENBRIDGE INC | 8 | 8 | 0.18% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
YUM | YUM BRANDS INC | 8 | 8 | 0.16% | 0.23% | 0.28% | Q1 2018 | Q4 2019 | 8 |
RDSA | ROYAL DUTCH SHELL PLC | 8 | 8 | 0.16% | 0.21% | 0.27% | Q1 2018 | Q4 2019 | 8 |
GOLD | BARRICK GOLD CORP | 4 | 1 | 0.10% | 0.21% | 0.46% | Q4 2020 | Q3 2023 | 8 |
EOG | EOG RES INC | 8 | 8 | 0.09% | 0.19% | 0.32% | Q4 2021 | Q3 2023 | 8 |
ADBE | ADOBE SYSTEMS INCORPOR... | 6 | 1 | 0.15% | 0.18% | 0.24% | Q4 2018 | Q3 2023 | 8 |
SHOP | SHOPIFY INC | 7 | 1 | 0.07% | 0.17% | 0.23% | Q2 2020 | Q2 2023 | 8 |
KMB | KIMBERLY-CLARK CORP | 8 | 8 | 0.10% | 0.15% | 0.24% | Q4 2021 | Q3 2023 | 8 |
KR | KROGER CO | 8 | 8 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
LMT | LOCKHEED MARTIN CORP | 8 | 8 | 0.09% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
OTTR | OTTER TAIL CORP | 5 | 3 | 0.06% | 0.11% | 0.18% | Q1 2018 | Q3 2023 | 8 |
POWW | AMMO INC | 8 | 8 | 0.05% | 0.10% | 0.19% | Q4 2021 | Q3 2023 | 8 |
WPX | WPX ENERGY INC | 8 | 8 | 0.05% | 0.10% | 0.15% | Q1 2019 | Q4 2020 | 8 |
PHYS | SPROTT PHYSICAL GOLD TR | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
AGG | ISHARES TR | 5 | 2 | 0.12% | 3.78% | 7.64% | Q4 2017 | Q4 2020 | 7 |
VEA | VANGUARD TAX MANAGED I... | 4 | 3 | 0.84% | 2.42% | 3.36% | Q4 2017 | Q3 2023 | 7 |
XLE | SELECT SECTOR SPDR TR | 5 | 2 | 0.12% | 0.24% | 0.35% | Q4 2021 | Q3 2023 | 7 |
TSLA | TESLA INC | 5 | 2 | 0.09% | 0.17% | 0.26% | Q4 2021 | Q3 2023 | 7 |
TJX | TJX COS INC NEW | 7 | 7 | 0.14% | 0.15% | 0.18% | Q2 2018 | Q4 2019 | 7 |
HAE | HAEMONETICS CORP MASS | 3 | 2 | 0.11% | 0.14% | 0.16% | Q3 2018 | Q1 2021 | 7 |
ARKG | ARK ETF TR | 5 | 2 | 0.11% | 0.13% | 0.17% | Q2 2018 | Q3 2021 | 7 |
IBB | ISHARES TR | 6 | 1 | 0.09% | 0.12% | 0.19% | Q1 2019 | Q4 2021 | 7 |
GD | GENERAL DYNAMICS CORP | 6 | 6 | 0.07% | 0.15% | 0.48% | Q2 2022 | Q3 2023 | 6 |
BKE | BUCKLE INC | 6 | 6 | 0.09% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 6 |
EPD | ENTERPRISE PRODS PARTN... | 6 | 6 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
AMCR | AMCOR PLC | 6 | 6 | 0.06% | 0.12% | 0.18% | Q2 2022 | Q3 2023 | 6 |
SCHD | SCHWAB STRATEGIC TR | 4 | 2 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 6 |
VBIV | VBI VACCINES INC CDA | 6 | 6 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q1 2023 | 6 |
SPIB | SPDR SERIES TRUST | 5 | 5 | 0.24% | 4.65% | 6.03% | Q4 2017 | Q4 2018 | 5 |
FYX | FIRST TR SML CP CORE A... | 5 | 5 | 2.64% | 3.11% | 3.27% | Q3 2022 | Q3 2023 | 5 |
JMUB | J P MORGAN EXCHANGE TR... | 5 | 5 | 2.23% | 2.82% | 3.13% | Q3 2022 | Q3 2023 | 5 |
MUNI | PIMCO ETF TR | 5 | 5 | 2.24% | 2.82% | 3.13% | Q3 2022 | Q3 2023 | 5 |
SPEM | SPDR INDEX SHS FDS | 5 | 5 | 1.85% | 2.21% | 2.36% | Q3 2022 | Q3 2023 | 5 |
BIL | SPDR SER TR | 4 | 1 | 0.29% | 1.58% | 4.85% | Q4 2017 | Q3 2023 | 5 |
JMST | J P MORGAN EXCHANGE TR... | 5 | 5 | 1.13% | 1.38% | 1.52% | Q3 2022 | Q3 2023 | 5 |
IEFA | ISHARES TR | 4 | 1 | 0.12% | 0.78% | 1.19% | Q4 2017 | Q2 2019 | 5 |
AAL | AMERICAN AIRLS GROUP INC | 5 | 5 | 0.11% | 0.21% | 0.32% | Q4 2020 | Q4 2021 | 5 |
NMY | NUVEEN MARYLAND QLT MU... | 5 | 5 | 0.14% | 0.18% | 0.22% | Q1 2020 | Q1 2021 | 5 |
CLX | CLOROX CO DEL | 5 | 5 | 0.11% | 0.17% | 0.25% | Q2 2022 | Q2 2023 | 5 |
DWDP | DOWDUPONT INC | 5 | 5 | 0.14% | 0.17% | 0.25% | Q1 2018 | Q1 2019 | 5 |
PPG | PPG INDS INC | 5 | 5 | 0.11% | 0.14% | 0.21% | Q4 2017 | Q4 2018 | 5 |
XLK | SELECT SECTOR SPDR TR | 5 | 5 | 0.11% | 0.13% | 0.15% | Q4 2020 | Q4 2021 | 5 |
SBUX | STARBUCKS CORP | 5 | 5 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q4 2021 | 5 |
AMD | ADVANCED MICRO DEVICES... | 3 | 2 | 0.06% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 5 |
TRXC | TRANSENTERIX INC | 5 | 5 | 0.02% | 0.05% | 0.08% | Q1 2018 | Q1 2019 | 5 |
AUY | YAMANA GOLD INC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
AAU | ALMADEN MINERALS LTD | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
NAK | NORTHERN DYNASTY MINER... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
VWO | VANGUARD INTL EQUITY I... | 4 | 4 | 0.58% | 1.85% | 3.04% | Q4 2017 | Q3 2018 | 4 |
FLMB | FRANKLIN TEMPLETON ETF TR | 4 | 4 | 0.97% | 1.19% | 1.30% | Q4 2022 | Q3 2023 | 4 |
EFA | ISHARES TR | 4 | 4 | 0.35% | 0.96% | 2.70% | Q4 2017 | Q3 2018 | 4 |
GOVT | ISHARES TR | 4 | 4 | 0.14% | 0.81% | 2.82% | Q4 2017 | Q3 2018 | 4 |
PYPL | PAYPAL HLDGS INC | 4 | 4 | 0.16% | 0.18% | 0.19% | Q1 2021 | Q4 2021 | 4 |
O | REALTY INCOME CORP | 4 | 4 | 0.12% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
GSK PLC | 4 | 4 | 0.12% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 | |
BEN | FRANKLIN RESOURCES INC | 4 | 4 | 0.11% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
LYB | LYONDELLBASELL INDUSTR... | 4 | 4 | 0.10% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
TROW | PRICE T ROWE GROUP INC | 4 | 4 | 0.10% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
VTEB | VANGUARD MUN BD FDS | 4 | 4 | 0.12% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
HNI | HNI CORP | 4 | 4 | 0.09% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
FEDERAL RLTY INVT TR NEW | 4 | 4 | 0.09% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 | |
FLO | FLOWERS FOODS INC | 4 | 4 | 0.10% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
OXY | OCCIDENTAL PETE CORP | 4 | 4 | 0.08% | 0.13% | 0.17% | Q4 2022 | Q3 2023 | 4 |
DUK | DUKE ENERGY CORP NEW | 3 | 1 | 0.11% | 0.12% | 0.12% | Q3 2020 | Q4 2021 | 4 |
SPR | SPIRIT AEROSYSTEMS HLD... | 3 | 1 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q1 2022 | 4 |
GSST | GOLDMAN SACHS ETF TR | 4 | 4 | 0.06% | 0.11% | 0.24% | Q4 2022 | Q3 2023 | 4 |
TQQQ | PROSHARES TR | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
CHK | CHESAPEAKE ENERGY CORP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 4 |
TOTL | SSGA ACTIVE ETF TR | 3 | 3 | 2.50% | 2.60% | 2.70% | Q1 2018 | Q3 2018 | 3 |
IAGG | ISHARES TR | 3 | 3 | 1.67% | 1.75% | 1.82% | Q1 2018 | Q3 2018 | 3 |
MCHI | ISHARES TR | 3 | 3 | 1.33% | 1.34% | 1.36% | Q4 2020 | Q2 2021 | 3 |
TIP | ISHARES TR | 3 | 3 | 0.83% | 0.87% | 0.90% | Q1 2018 | Q3 2018 | 3 |
SGOL | ETFS GOLD TR | 3 | 3 | 0.36% | 0.41% | 0.46% | Q1 2018 | Q3 2018 | 3 |
HYD | VANECK VECTORS ETF TR | 3 | 3 | 0.34% | 0.36% | 0.38% | Q1 2018 | Q3 2018 | 3 |
LINDE PLC | 3 | 3 | 0.24% | 0.25% | 0.26% | Q1 2023 | Q3 2023 | 3 | |
EMQQ | EXCHANGE TRADED CONCEP... | 3 | 3 | 0.20% | 0.24% | 0.27% | Q1 2018 | Q3 2018 | 3 |
CAT | CATERPILLAR INC DEL | 3 | 3 | 0.17% | 0.18% | 0.20% | Q1 2018 | Q3 2018 | 3 |
WYNN | WYNN RESORTS LTD | 3 | 3 | 0.10% | 0.14% | 0.19% | Q4 2020 | Q2 2021 | 3 |
RGLD | ROYAL GOLD INC | 2 | 1 | 0.10% | 0.13% | 0.14% | Q2 2020 | Q4 2021 | 3 |
APU | AMERIGAS PARTNERS L P | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2018 | Q3 2018 | 3 |
GENERAL ELECTRIC CO | 2 | 1 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q4 2022 | 3 | |
NEM | NEWMONT CORP | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q2 2022 | 3 |
CQP | CHENIERE ENERGY PARTNE... | 2 | 1 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 3 |
JRO | NUVEEN FLOATING RATE I... | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
GANX | GAIN THERAPEUTICS INC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
GINKGO BIOWORKS HOLDIN... | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 | |
JOURNEY MED CORP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 | |
VVOS | VIVOS THERAPEUTICS INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
HGEN | HUMANIGEN INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
TBX | PROSHARES TR | 2 | 2 | 1.15% | 1.91% | 2.68% | Q4 2021 | Q1 2022 | 2 |
PZA | POWERSHARES ETF TR II | 2 | 2 | 0.91% | 1.55% | 2.19% | Q4 2017 | Q1 2018 | 2 |
FLOT | ISHARES TR | 2 | 2 | 0.12% | 0.72% | 1.32% | Q4 2017 | Q1 2018 | 2 |
WR | WESTAR ENERGY INC | 2 | 2 | 0.34% | 0.37% | 0.40% | Q4 2017 | Q1 2018 | 2 |
MON | MONSANTO CO NEW | 2 | 2 | 0.27% | 0.30% | 0.33% | Q4 2017 | Q1 2018 | 2 |
NTR | NUTRIEN LTD | 2 | 2 | 0.13% | 0.20% | 0.26% | Q4 2021 | Q1 2022 | 2 |
COST | COSTCO WHSL CORP NEW | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2022 | Q2 2022 | 2 |
XLP | SELECT SECTOR SPDR TR | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q1 2022 | 2 |
ACN | ACCENTURE PLC IRELAND | 2 | 2 | 0.13% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
CRM | SALESFORCE INC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
CELG | CELGENE CORP | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2018 | Q3 2018 | 2 |
LEG | LEGGETT & PLATT INC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
BDX | BECTON DICKINSON & CO | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q4 2019 | 2 |
AEP | AMERICAN ELEC PWR CO INC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2019 | Q4 2019 | 2 |
VFC | V F CORP | 2 | 2 | 0.09% | 0.11% | 0.14% | Q4 2022 | Q1 2023 | 2 |
CCL | CARNIVAL CORP | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2021 | Q2 2021 | 2 |
QQQ | INVESCO QQQ TR | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
BSM | BLACK STONE MINERALS L P | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
GE | GENERAL ELECTRIC CO | 2 | 2 | 0.01% | 0.10% | 0.20% | Q2 2021 | Q3 2021 | 2 |
TTD | THE TRADE DESK INC | 1 | 1 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q4 2021 | 2 |
DOW | DOW INC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2022 | Q2 2022 | 2 |
OGE | OGE ENERGY CORP | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2022 | Q2 2022 | 2 |
ROK | ROCKWELL AUTOMATION INC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q2 2023 | 2 |
VGT | VANGUARD WORLD FDS | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
UPRO | PROSHARES TR | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
WISDOMTREE TR | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 | |
IGR | CBRE CLARION GLOBAL RE... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q2 2018 | 2 |
ANIX | ANIXA BIOSCIENCES INC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 2 |
GOLD | BARRICK GOLD CORP | 2 | 2 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q2 2021 | 2 |
NOK | NOKIA CORP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
AMRS | AMYRIS INC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 2 |
ABSCI CORPORATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 | |
COGNITION THERAPEUTICS... | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 | |
SA | SEABRIDGE GOLD INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
CHK | CHESAPEAKE ENERGY CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
FBND | FIDELITY MERRIMACK STR TR | 1 | 1 | 6.00% | 6.00% | 6.00% | Q3 2023 | Q3 2023 | 1 |
PIMCO ETF TR | 1 | 1 | 4.24% | 4.24% | 4.24% | Q3 2023 | Q3 2023 | 1 | |
J P MORGAN EXCHANGE TR... | 1 | 1 | 3.90% | 3.90% | 3.90% | Q3 2023 | Q3 2023 | 1 | |
JAGG | J P MORGAN EXCHANGE TR... | 1 | 1 | 3.08% | 3.08% | 3.08% | Q3 2023 | Q3 2023 | 1 |
BUFR | FIRST TR EXCHNG TRADED... | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2023 | Q3 2023 | 1 |
SCHB | SCHWAB STRATEGIC TR | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2017 | Q4 2017 | 1 |
PCY | POWERSHARES ETF TR II | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2017 | Q4 2017 | 1 |
JNK | SPDR SERIES TRUST | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2017 | Q4 2017 | 1 |
JEPI | J P MORGAN EXCHANGE TR... | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
SCHV | SCHWAB STRATEGIC TR | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2017 | Q4 2017 | 1 |
CME | CME GROUP INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
EXPE | EXPEDIA GROUP INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
CLR | CONTINENTAL RES INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
GENERAL ELECTRIC CO | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 | |
CFB | CROSSFIRST BANKSHARES INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
FLDR | FIDELITY MERRIMACK STR TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
GNR | SPDR INDEX SHS FDS | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
VGK | VANGUARD INTL EQUITY I... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
XLI | SELECT SECTOR SPDR TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
PPL | PPL CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
MINT | PIMCO ETF TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
PLD | PROLOGIS INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
EQT | EQT CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
NFLX | NETFLIX INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
LNG | CHENIERE ENERGY INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
FGEN | FIBROGEN INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
UIHC | UNITED INS HLDGS CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
MYD | BLACKROCK MUNIYIELD FD... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
PXD | PIONEER NAT RES CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
PEG | PUBLIC SVC ENTERPRISE ... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
PBW | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
CIBR | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
ES | EVERSOURCE ENERGY | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
GLD | SPDR GOLD TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
TRILLIUM THERAPEUTICS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 | |
AQN | ALGONQUIN PWR UTILS CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
NVG | NUVEEN AMT FREE MUN CR... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
MHI | PIONEER MUNICIPAL HIGH... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
DPST | DIREXION SHS ETF TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
JFR | NUVEEN FLOATING RATE I... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
LEO | BNY MELLON STRATEGIC M... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
GAB | GABELLI EQUITY TR INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ZEVIA PBC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 | |
TERRAN ORBITAL CORPORA... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
CLXPF | CYBIN INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VLRX | VALERITAS HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CRKN | CROWN ELECTROKINETICS ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
YUM | YUM BRANDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
YUM | YUM BRANDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
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The securities at the top of the list , including ISHARES TR, VANGUARD INDEX FDS, and VANGUARD INDEX FDS, are the highest-conviction holdings of Wealth Alliance Advisory Group, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Wealth Alliance Advisory Group, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Wealth Alliance Advisory Group, LLC owns currently or has owned in the past.