389 is the total number of securities LFA - Lugano Financial Advisors SA has owned. The longest LFA - Lugano Financial Advisors SA has owned a single stock is 21 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SPY | SPDR S&P500 ETF Trust | 16 | 5 | 5.93% | 11.64% | 19.07% | Q2 2018 | Q3 2023 | 21 |
EMB | ISHARES TR | 16 | 5 | 1.28% | 4.97% | 7.45% | Q2 2018 | Q3 2023 | 21 |
QAI | Iq Hedge Multi-Strat T... | 16 | 5 | 2.15% | 3.92% | 5.72% | Q2 2018 | Q3 2023 | 21 |
FEZ | SPDR INDEX SHS FDS | 16 | 5 | 1.14% | 3.73% | 8.04% | Q2 2018 | Q3 2023 | 21 |
VCSH | Vanguard S/T Corp Bond... | 16 | 5 | 0.24% | 3.15% | 13.82% | Q2 2018 | Q3 2023 | 21 |
IEI | ISHARES TR | 16 | 5 | 0.12% | 2.97% | 8.10% | Q2 2018 | Q3 2023 | 21 |
EEM | ISHARES TR | 16 | 5 | 0.48% | 1.74% | 3.80% | Q2 2018 | Q3 2023 | 21 |
HYG | ISHARES TR | 16 | 5 | 0.13% | 1.71% | 3.64% | Q2 2018 | Q3 2023 | 21 |
PFF | iShares US Preferred S... | 16 | 5 | 0.11% | 1.53% | 3.11% | Q2 2018 | Q3 2023 | 21 |
SJNK | SPDR SER TR | 16 | 5 | 0.04% | 0.98% | 2.39% | Q2 2018 | Q3 2023 | 21 |
BNDX | Vanguard Total Intl Bo... | 16 | 5 | 0.19% | 0.92% | 3.02% | Q2 2018 | Q3 2023 | 21 |
MSFT | MICROSOFT CORP | 16 | 5 | 0.00% | 0.87% | 1.86% | Q2 2018 | Q3 2023 | 21 |
HEWJ | ISHARES TR | 16 | 5 | 0.24% | 0.79% | 3.98% | Q2 2018 | Q3 2023 | 21 |
VRP | Invesco Variable Rate ... | 16 | 5 | 0.20% | 0.73% | 3.36% | Q2 2018 | Q3 2023 | 21 |
BND | Vanguard Total Bond Ma... | 16 | 5 | 0.27% | 0.69% | 1.60% | Q2 2018 | Q3 2023 | 21 |
QQQ | Invesco Qqq Trust Seri... | 16 | 5 | 0.34% | 0.61% | 1.29% | Q2 2018 | Q3 2023 | 21 |
AMZN | AMAZON COM INC | 16 | 5 | 0.03% | 0.42% | 1.28% | Q2 2018 | Q3 2023 | 21 |
CVS | CVS HEALTH CORP | 16 | 5 | 0.02% | 0.24% | 0.69% | Q2 2018 | Q3 2023 | 21 |
EWL | Ishares Msci Switzerla... | 16 | 5 | 0.04% | 0.20% | 0.60% | Q2 2018 | Q3 2023 | 21 |
BRKB | BERKSHIRE HATHAWAY INC... | 16 | 5 | 0.00% | 0.18% | 0.46% | Q2 2018 | Q3 2023 | 21 |
DXJ | WISDOMTREE TR | 16 | 5 | 0.02% | 0.09% | 0.53% | Q2 2018 | Q3 2023 | 21 |
HEDJ | WISDOMTREE TR | 16 | 5 | 0.03% | 0.08% | 0.21% | Q2 2018 | Q3 2023 | 21 |
HYEM | VANECK VECTORS ETF TRUST | 16 | 5 | 0.04% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 21 |
CSCO | Cisco Systems Inc | 16 | 5 | 0.00% | 0.07% | 0.19% | Q2 2018 | Q3 2023 | 21 |
ACWX | ISHARES TR | 16 | 5 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 21 |
GLD | SPDR GOLD TRUST | 16 | 4 | 0.07% | 3.31% | 7.80% | Q3 2018 | Q3 2023 | 20 |
ASHR | Xtrackers Harvest Csi ... | 15 | 5 | 0.65% | 2.96% | 5.93% | Q2 2018 | Q2 2023 | 20 |
SUSA | iSh MSCI US ESG | 16 | 4 | 0.28% | 1.65% | 4.19% | Q3 2018 | Q3 2023 | 20 |
EFA | ISHARES TR | 16 | 4 | 0.02% | 1.29% | 1.89% | Q3 2018 | Q3 2023 | 20 |
FLTR | VanEck Vectors Investm... | 16 | 4 | 0.02% | 0.95% | 8.84% | Q3 2018 | Q3 2023 | 20 |
CWB | SPDR SER TR | 16 | 4 | 0.52% | 0.93% | 1.42% | Q3 2018 | Q3 2023 | 20 |
GOOGL | Alphabet Inc-Cl A | 11 | 4 | 0.02% | 0.38% | 0.86% | Q2 2018 | Q3 2023 | 20 |
SDG | ISHARES TR | 16 | 4 | 0.07% | 0.17% | 0.39% | Q3 2018 | Q3 2023 | 20 |
T | AT&T INC | 14 | 1 | 0.00% | 0.11% | 0.43% | Q2 2018 | Q3 2023 | 20 |
XLF | SELECT SECTOR SPDR TR | 13 | 1 | 0.16% | 1.30% | 2.32% | Q2 2018 | Q2 2023 | 19 |
K | KELLOGG CO | 9 | 5 | 0.04% | 0.10% | 0.18% | Q2 2018 | Q3 2023 | 19 |
VCIT | VANGUARD SCOTTSDALE FDS | 16 | 2 | 3.40% | 6.71% | 19.96% | Q1 2019 | Q3 2023 | 18 |
VCLT | VANGUARD SCOTTSDALE FDS | 16 | 2 | 0.41% | 0.79% | 1.83% | Q1 2019 | Q3 2023 | 18 |
EUFN | ISHARES TR | 13 | 5 | 0.02% | 0.35% | 0.82% | Q2 2018 | Q4 2022 | 18 |
EWU | ISHARES TR | 16 | 2 | 0.10% | 0.25% | 0.31% | Q1 2019 | Q3 2023 | 18 |
EWG | ISHARES INC | 16 | 2 | 0.05% | 0.22% | 0.93% | Q1 2019 | Q3 2023 | 18 |
GHYG | ISHARES INC | 16 | 2 | 0.02% | 0.16% | 0.27% | Q1 2019 | Q3 2023 | 18 |
MRK | MERCK & CO. INC | 16 | 2 | 0.00% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 18 |
AAXJ | ISHARES TR | 13 | 4 | 0.02% | 0.60% | 3.38% | Q3 2018 | Q2 2023 | 17 |
SLB | SCHLUMBERGER LTD | 16 | 1 | 0.00% | 0.17% | 0.62% | Q2 2019 | Q3 2023 | 17 |
ACP | ABRDN INCOME CREDIT ST... | 6 | 1 | 0.03% | 0.16% | 0.35% | Q2 2018 | Q3 2023 | 17 |
NKE | Nike Inc -Cl B | 10 | 2 | 0.01% | 0.11% | 1.00% | Q2 2018 | Q2 2023 | 17 |
ESGE | ISHARES INC | 16 | 16 | 0.07% | 3.01% | 4.53% | Q4 2019 | Q3 2023 | 16 |
VNQ | Vanguard REIT ETF | 11 | 5 | 0.13% | 1.38% | 8.27% | Q2 2018 | Q2 2022 | 16 |
RNRG | GLOBAL X FDS | 16 | 16 | 0.41% | 0.84% | 1.97% | Q4 2019 | Q3 2023 | 16 |
HD | Home Depot Inc/The | 7 | 1 | 0.01% | 0.38% | 0.84% | Q2 2018 | Q3 2023 | 16 |
AAPL | APPLE INC | 5 | 1 | 0.01% | 0.34% | 1.13% | Q2 2018 | Q3 2023 | 16 |
VGK | VANGUARD INTL EQUITY I... | 16 | 16 | 0.06% | 0.09% | 0.17% | Q4 2019 | Q3 2023 | 16 |
MNA | IQ Merger Arbitrage ETF | 8 | 2 | 0.01% | 3.28% | 5.50% | Q2 2018 | Q2 2022 | 15 |
QLTA | ISHARES TR | 15 | 15 | 1.46% | 2.24% | 3.63% | Q1 2020 | Q3 2023 | 15 |
BMY | BRISTOL-MYERS SQUIBB CO | 5 | 1 | 0.00% | 0.24% | 0.84% | Q2 2018 | Q1 2023 | 15 |
FB | META PLATFORMS INC | 8 | 2 | 0.01% | 0.22% | 0.80% | Q2 2018 | Q3 2023 | 15 |
FDD | FIRST TR STOXX EUROPEA... | 9 | 1 | 0.06% | 0.09% | 0.13% | Q2 2019 | Q3 2023 | 15 |
PDBC | INVESCO ACTVELY MNGD E... | 14 | 14 | 3.92% | 6.68% | 8.88% | Q2 2020 | Q3 2023 | 14 |
NUMG | NUSHARES ETF TR | 14 | 14 | 0.74% | 1.24% | 2.04% | Q2 2020 | Q3 2023 | 14 |
PIO | INVESCO EXCH TRADED FD... | 14 | 14 | 0.25% | 0.36% | 0.47% | Q2 2020 | Q3 2023 | 14 |
BGRN | ISHARES TR | 14 | 14 | 0.18% | 0.30% | 0.58% | Q2 2020 | Q3 2023 | 14 |
GLW | Corning Inc Rg | 6 | 3 | 0.01% | 0.13% | 0.27% | Q2 2018 | Q3 2023 | 14 |
SPYD | SPDR SER TR | 14 | 14 | 0.06% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
MS | MORGAN STANLEY | 10 | 1 | 0.03% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 14 |
JJC | BARCLAYS BK PLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2023 | 14 |
EMNT | PIMCO ETF TR | 13 | 13 | 0.01% | 1.54% | 3.21% | Q3 2020 | Q3 2023 | 13 |
PICK | iShares MSCI Global Me... | 7 | 2 | 0.00% | 1.15% | 4.13% | Q2 2018 | Q3 2023 | 13 |
BBH | VANECK VECTORS ETF TR | 11 | 2 | 0.01% | 0.75% | 1.52% | Q2 2020 | Q3 2023 | 13 |
IGIB | ISHARES TR | 8 | 5 | 0.03% | 0.57% | 4.61% | Q2 2018 | Q3 2021 | 13 |
PBW | INVESCO EXCHANGE TRADE... | 13 | 13 | 0.13% | 0.22% | 0.40% | Q3 2020 | Q3 2023 | 13 |
AGG | ISHARES TR | 7 | 6 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 13 |
FINX | Global X Fintech Etf | 10 | 3 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q2 2023 | 13 |
VWO | VANGUARD INTL EQUITY I... | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 13 |
TSM | TAIWAN SEMICONDUCTOR M... | 10 | 2 | 0.02% | 0.66% | 1.12% | Q3 2018 | Q3 2023 | 12 |
DIS | Walt Disney Co/The | 5 | 2 | 0.05% | 0.42% | 0.69% | Q2 2018 | Q3 2023 | 12 |
JPM | JPMORGAN CHASE & CO | 5 | 1 | 0.02% | 0.39% | 0.92% | Q2 2018 | Q3 2023 | 12 |
JNJ | JOHNSON & JOHNSON | 12 | 12 | 0.07% | 0.19% | 0.43% | Q3 2020 | Q2 2023 | 12 |
SWKS | SKYWORKS SOLUTIONS INC | 12 | 12 | 0.06% | 0.18% | 0.42% | Q3 2020 | Q2 2023 | 12 |
GIS | GENERAL MLS INC | 5 | 2 | 0.09% | 0.17% | 0.26% | Q2 2018 | Q3 2023 | 12 |
MMM | 3M CO | 10 | 2 | 0.01% | 0.05% | 0.18% | Q3 2018 | Q2 2023 | 12 |
CIBR | FIRST TR EXCHANGE TRAD... | 11 | 11 | 1.96% | 2.48% | 3.24% | Q1 2021 | Q3 2023 | 11 |
VZ | VERIZON COMMUNICATIONS... | 5 | 1 | 0.00% | 0.15% | 0.49% | Q1 2019 | Q3 2023 | 11 |
CVX | CHEVRON CORP NEW | 5 | 1 | 0.01% | 0.14% | 0.47% | Q2 2018 | Q3 2023 | 11 |
PM | PHILIP MORRIS INTL INC | 5 | 1 | 0.01% | 0.13% | 0.18% | Q2 2018 | Q3 2023 | 11 |
GOOG | Alphab Non Vtg Rg-C | 4 | 1 | 0.02% | 0.12% | 0.40% | Q3 2018 | Q3 2023 | 11 |
FXL | FIRST TR EXCHANGE TRAD... | 11 | 11 | 0.03% | 0.05% | 0.17% | Q1 2021 | Q3 2023 | 11 |
SNSR | GLOBAL X FDS | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
GII | SPDR INDEX SHS FDS | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ICLN | ISHARES TR | 10 | 10 | 1.58% | 1.87% | 2.11% | Q1 2021 | Q2 2023 | 10 |
COMT | ISHARES US ETF TR | 5 | 5 | 0.02% | 1.63% | 2.78% | Q2 2018 | Q4 2020 | 10 |
HEZU | ISHARES TR | 5 | 5 | 0.03% | 0.50% | 1.28% | Q2 2018 | Q4 2020 | 10 |
CHTR | CHARTER COMMUNICATIONS... | 5 | 5 | 0.28% | 0.37% | 0.62% | Q2 2018 | Q4 2020 | 10 |
LRCX | LAM RESEARCH CORP | 5 | 5 | 0.19% | 0.29% | 0.44% | Q2 2018 | Q4 2020 | 10 |
DVY | ISHARES TR | 5 | 1 | 0.01% | 0.28% | 0.79% | Q2 2018 | Q2 2022 | 10 |
HUM | HUMANA INC | 5 | 5 | 0.16% | 0.26% | 0.40% | Q2 2018 | Q4 2020 | 10 |
BBY | Best Buy Rg | 5 | 5 | 0.15% | 0.23% | 0.37% | Q2 2018 | Q4 2020 | 10 |
WSM | WILLIAMS SONOMA INC | 10 | 10 | 0.13% | 0.18% | 0.33% | Q1 2021 | Q2 2023 | 10 |
KMB | KIMBERLY CLARK CORP | 5 | 5 | 0.12% | 0.18% | 0.25% | Q2 2018 | Q4 2020 | 10 |
BEN | FRANKLIN RESOURCES INC | 5 | 5 | 0.16% | 0.18% | 0.19% | Q2 2018 | Q4 2020 | 10 |
BIIB | BIOGEN INC | 10 | 10 | 0.07% | 0.16% | 0.37% | Q1 2021 | Q2 2023 | 10 |
CAG | ConAgra Foods | 5 | 5 | 0.07% | 0.13% | 0.19% | Q2 2018 | Q4 2020 | 10 |
GILD | GILEAD SCIENCES INC | 5 | 2 | 0.01% | 0.11% | 0.22% | Q2 2018 | Q3 2023 | 10 |
C | CITIGROUP INC | 8 | 2 | 0.02% | 0.11% | 0.26% | Q1 2019 | Q3 2023 | 10 |
SBUX | STARBUCKS CORP | 4 | 1 | 0.00% | 0.09% | 0.29% | Q3 2018 | Q2 2023 | 10 |
MCK | MCKESSON CORP | 5 | 5 | 0.04% | 0.07% | 0.10% | Q2 2018 | Q4 2020 | 10 |
SHV | ISHARES TR | 6 | 1 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2021 | 10 |
KO | COCA COLA CO | 3 | 1 | 0.00% | 0.04% | 0.13% | Q1 2019 | Q3 2023 | 10 |
ERTH | INVESCO EXCHANGE TRADE... | 10 | 10 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 10 |
COST | COSTCO WHSL CORP NEW | 5 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q2 2023 | 10 |
BLOK | AMPLIFY ETF TR | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
SHY | ISHARES TR | 9 | 9 | 0.04% | 2.31% | 3.03% | Q3 2021 | Q3 2023 | 9 |
YUMC | YUM CHINA HLDGS INC | 9 | 9 | 0.08% | 0.16% | 0.31% | Q3 2021 | Q3 2023 | 9 |
BABA | Alibaba Group Holding-... | 5 | 2 | 0.02% | 0.15% | 0.98% | Q2 2018 | Q4 2021 | 9 |
CRM | SALESFORCE INC | 9 | 9 | 0.01% | 0.14% | 0.23% | Q3 2021 | Q3 2023 | 9 |
PFE | PFIZER INC | 5 | 2 | 0.01% | 0.12% | 0.40% | Q2 2018 | Q3 2023 | 9 |
CAH | CARDINAL HEALTH INC | 5 | 4 | 0.08% | 0.12% | 0.18% | Q3 2018 | Q4 2020 | 9 |
IBB | ISHARES TR | 4 | 2 | 0.00% | 0.04% | 0.13% | Q2 2018 | Q3 2023 | 9 |
VYM | VANGUARD WHITEHALL FDS... | 5 | 4 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2020 | 9 |
HDV | ISHARES TR | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 9 |
GEVO | GEVO INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FTLS | FIRST TR EXCH TRADED F... | 8 | 8 | 3.66% | 5.93% | 6.87% | Q4 2021 | Q3 2023 | 8 |
IEF | ISHARES TR | 5 | 1 | 0.12% | 2.73% | 4.57% | Q1 2019 | Q3 2023 | 8 |
MA | MASTERCARD INCORPORATED | 4 | 4 | 0.01% | 0.76% | 1.18% | Q3 2018 | Q3 2020 | 8 |
COP | CONOCOPHILLIPS | 5 | 3 | 0.22% | 0.33% | 0.77% | Q2 2018 | Q2 2020 | 8 |
FPEI | FIRST TR EXCH TRADED F... | 8 | 8 | 0.27% | 0.31% | 0.35% | Q4 2021 | Q3 2023 | 8 |
NEE | NEXTERA ENERGY INC | 4 | 2 | 0.04% | 0.27% | 0.90% | Q3 2018 | Q3 2022 | 8 |
BAC | BK OF AMERICA CORP | 5 | 3 | 0.16% | 0.23% | 0.29% | Q2 2018 | Q2 2020 | 8 |
TDG | TRANSDIGM GROUP INC | 5 | 3 | 0.09% | 0.19% | 0.33% | Q2 2018 | Q2 2020 | 8 |
DIA | SPDR DOW JONES INDL AV... | 7 | 1 | 0.14% | 0.18% | 0.28% | Q4 2020 | Q3 2023 | 8 |
YUM | YUM BRANDS INC | 4 | 2 | 0.13% | 0.17% | 0.23% | Q3 2018 | Q3 2023 | 8 |
WFC | WELLS FARGO CO NEW | 8 | 8 | 0.06% | 0.17% | 0.37% | Q3 2021 | Q2 2023 | 8 |
VHT | VANGUARD WORLD FDS | 5 | 1 | 0.03% | 0.16% | 0.51% | Q2 2018 | Q3 2023 | 8 |
UBER | UBER TECHNOLOGIES INC | 8 | 8 | 0.05% | 0.12% | 0.24% | Q3 2021 | Q2 2023 | 8 |
SPEM | SPDR INDEX SHS FDS | 8 | 8 | 0.06% | 0.11% | 0.34% | Q4 2020 | Q3 2022 | 8 |
XLB | SELECT SECTOR SPDR TR | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 8 |
URA | GLOBAL X FDS | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PSP | INVESCO EXCHANGE TRADE... | 7 | 7 | 1.97% | 2.33% | 3.67% | Q4 2021 | Q2 2023 | 7 |
XLE | SELECT SECTOR SPDR TR | 4 | 3 | 0.00% | 0.26% | 0.72% | Q2 2018 | Q2 2022 | 7 |
AMGN | AMGEN INC | 5 | 2 | 0.18% | 0.22% | 0.28% | Q2 2018 | Q1 2020 | 7 |
TGT | TARGET CORP | 5 | 2 | 0.15% | 0.20% | 0.31% | Q2 2018 | Q1 2020 | 7 |
D | DOMINION ENERGY INC | 7 | 7 | 0.12% | 0.19% | 0.38% | Q4 2021 | Q2 2023 | 7 |
KLAC | KLA-TENCOR CORP | 5 | 2 | 0.09% | 0.19% | 0.26% | Q1 2019 | Q4 2020 | 7 |
CPB | CAMPBELL SOUP CO | 5 | 2 | 0.15% | 0.19% | 0.28% | Q2 2018 | Q1 2020 | 7 |
OMC | OMNICOM GROUP INC | 5 | 2 | 0.15% | 0.18% | 0.24% | Q2 2018 | Q1 2020 | 7 |
BKLN | Invesco Senior Loan ETF | 4 | 3 | 0.03% | 0.15% | 0.30% | Q2 2018 | Q3 2023 | 7 |
BWZ | SPDR SER TR | 7 | 7 | 0.13% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
FIS | FIDELITY NATL INFORMAT... | 7 | 7 | 0.08% | 0.14% | 0.27% | Q4 2021 | Q2 2023 | 7 |
WBA | WALGREENS BOOTS ALLIAN... | 5 | 2 | 0.08% | 0.12% | 0.15% | Q2 2018 | Q1 2020 | 7 |
AMAT | APPLIED MATLS INC | 5 | 2 | 0.05% | 0.12% | 0.17% | Q2 2018 | Q3 2023 | 7 |
IVV | ISHARES TR | 5 | 1 | 0.08% | 0.11% | 0.15% | Q2 2018 | Q3 2023 | 7 |
KSS | KOHLS CORP | 5 | 2 | 0.07% | 0.10% | 0.13% | Q2 2018 | Q1 2020 | 7 |
V | Visa Inc-Class A Shares | 3 | 1 | 0.00% | 0.10% | 0.19% | Q2 2018 | Q3 2023 | 7 |
SDGA | IMPACT SHS FDS I TR | 5 | 2 | 0.03% | 0.07% | 0.10% | Q1 2019 | Q4 2020 | 7 |
TSLA | TESLA INC | 7 | 7 | 0.01% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
ITA | iShares US Aerospace &... | 4 | 3 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q2 2022 | 7 |
SQ | SQUARE INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
UNH | UNITEDHEALTH GROUP INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 7 |
FLOT | ISHARES TR | 5 | 1 | 0.20% | 1.58% | 3.26% | Q2 2018 | Q4 2019 | 6 |
IYK | ISHARES TR | 6 | 6 | 0.10% | 0.96% | 1.32% | Q2 2022 | Q3 2023 | 6 |
BOTZ | Global X Robotics & Ar... | 5 | 1 | 0.01% | 0.53% | 2.39% | Q2 2018 | Q4 2019 | 6 |
LIT | Global X Lithium & Bat... | 5 | 1 | 0.01% | 0.49% | 2.24% | Q2 2018 | Q4 2019 | 6 |
ESGD | ISHARES TR | 4 | 2 | 0.23% | 0.43% | 0.64% | Q1 2019 | Q3 2020 | 6 |
CTSH | Cognizant Technology S... | 4 | 2 | 0.04% | 0.31% | 0.57% | Q3 2018 | Q1 2020 | 6 |
EUDV | PROSHARES TR | 5 | 1 | 0.04% | 0.11% | 0.14% | Q2 2019 | Q4 2020 | 6 |
COPX | GLOBAL X FDS | 6 | 6 | 0.05% | 0.09% | 0.21% | Q3 2020 | Q4 2021 | 6 |
PG | PROCTER AND GAMBLE CO | 2 | 1 | 0.00% | 0.08% | 0.18% | Q1 2021 | Q3 2023 | 6 |
PCAR | PACCAR INC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2022 | 6 |
PSX | PHILLIPS 66 | 5 | 1 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q4 2020 | 6 |
ACWI | ISHARES TR | 5 | 1 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q4 2019 | 6 |
IYJ | Ishares U.S. Industria... | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 6 |
VOD | Vodafone Group Plc-Sp Adr | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 6 |
KXI | ISHARES TR | 5 | 5 | 0.61% | 0.78% | 0.96% | Q2 2022 | Q2 2023 | 5 |
HEWU | Ishares Curr Hedged Ms... | 5 | 5 | 0.43% | 0.76% | 1.20% | Q2 2018 | Q2 2019 | 5 |
CL | COLGATE PALMOLIVE CO | 4 | 1 | 0.02% | 0.50% | 0.74% | Q3 2020 | Q2 2023 | 5 |
AMLP | Alerian MLP ETF | 5 | 5 | 0.29% | 0.46% | 0.61% | Q2 2018 | Q2 2019 | 5 |
AVGO | Broadcom Ltd | 5 | 5 | 0.03% | 0.41% | 0.75% | Q2 2018 | Q2 2019 | 5 |
BSX | Boston Scientific Corp | 5 | 5 | 0.00% | 0.37% | 0.69% | Q2 2018 | Q2 2019 | 5 |
FCX | Freeport-McMoRan Inc | 5 | 5 | 0.16% | 0.23% | 0.37% | Q2 2018 | Q2 2019 | 5 |
CMI | CUMMINS INC | 5 | 5 | 0.12% | 0.15% | 0.18% | Q4 2019 | Q4 2020 | 5 |
HPQ | HP INC | 5 | 5 | 0.12% | 0.14% | 0.15% | Q4 2019 | Q4 2020 | 5 |
ABBV | ABBVIE INC | 4 | 1 | 0.06% | 0.14% | 0.30% | Q4 2021 | Q3 2023 | 5 |
ECL | ECOLAB INC | 4 | 1 | 0.01% | 0.14% | 0.19% | Q3 2018 | Q3 2023 | 5 |
MBB | Ishares Mbs Etf | 5 | 5 | 0.01% | 0.10% | 0.38% | Q2 2018 | Q2 2019 | 5 |
O | REALTY INCOME CORP | 3 | 2 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q2 2020 | 5 |
WELL | WELLTOWER INC | 3 | 2 | 0.06% | 0.07% | 0.10% | Q1 2019 | Q2 2020 | 5 |
OTIS | OTIS WORLDWIDE CORP | 4 | 1 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q2 2023 | 5 |
EXC | EXELON CORP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2023 | 5 |
ADDYY | Adidas Sp ADR | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
PEP | PEPSICO INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 5 |
JPEM | J P MORGAN EXCHANGE-TR... | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
BLK | BLACKROCK INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 5 |
LISTED FD TR | 4 | 4 | 2.47% | 2.88% | 3.47% | Q2 2022 | Q1 2023 | 4 | |
ADM | Archer-Daniels Mid | 4 | 4 | 0.38% | 0.45% | 0.50% | Q3 2018 | Q2 2019 | 4 |
ZTS | ZOETIS INC | 2 | 2 | 0.15% | 0.38% | 0.62% | Q4 2019 | Q3 2023 | 4 |
APD | AIR PRODS & CHEMS INC | 4 | 4 | 0.01% | 0.37% | 0.66% | Q3 2021 | Q2 2022 | 4 |
ETN | EATON CORP PLC | 3 | 1 | 0.18% | 0.26% | 0.32% | Q2 2019 | Q2 2020 | 4 |
ORCL | ORACLE CORP | 3 | 1 | 0.04% | 0.15% | 0.21% | Q1 2021 | Q2 2023 | 4 |
GPS | Gap Inc/The | 4 | 4 | 0.13% | 0.15% | 0.19% | Q2 2018 | Q1 2019 | 4 |
EZU | Ishares Msci Eurozone Etf | 3 | 1 | 0.06% | 0.13% | 0.31% | Q2 2018 | Q4 2020 | 4 |
NVDA | NVIDIA CORPORATION | 3 | 1 | 0.06% | 0.12% | 0.16% | Q4 2021 | Q2 2023 | 4 |
VLO | Valero Energy Corp | 4 | 4 | 0.08% | 0.11% | 0.13% | Q2 2018 | Q1 2019 | 4 |
TXN | TEXAS INSTRS INC | 2 | 2 | 0.03% | 0.10% | 0.18% | Q1 2021 | Q3 2023 | 4 |
HON | HONEYWELL INTL INC | 2 | 1 | 0.03% | 0.09% | 0.17% | Q4 2021 | Q3 2023 | 4 |
MO | Altria Group Inc | 4 | 4 | 0.07% | 0.08% | 0.10% | Q3 2018 | Q2 2019 | 4 |
DD | DUPONT DE NEMOURS INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 4 |
RACE | FERRARI N V | 4 | 4 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q2 2021 | 4 |
ESGV | VANGUARD WORLD FD | 3 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q2 2020 | 4 |
TROW | PRICE T ROWE GROUP INC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q1 2020 | 4 |
INDA | ISHARES TR | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 4 |
EWJ | Ishares Msci Japan Etf | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 4 |
CNI | CANADIAN NATL RY CO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
BCE | BCE INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
RCI | ROGERS COMMUNICATIONS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
IXJ | ISHARES TR | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
WM | Waste Management Inc | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 4 |
EWA | ISHARES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
TLH | ISHARES TR | 3 | 3 | 3.31% | 3.51% | 3.84% | Q1 2023 | Q3 2023 | 3 |
IWM | Ishares Russell 2000 Etf | 3 | 3 | 1.32% | 1.45% | 1.70% | Q2 2018 | Q4 2018 | 3 |
LQD | Ishares Iboxx Investme... | 3 | 3 | 1.05% | 1.15% | 1.20% | Q2 2018 | Q4 2018 | 3 |
HEWL | Ishares Curr Hedg Msci... | 3 | 3 | 0.95% | 1.05% | 1.26% | Q2 2018 | Q4 2018 | 3 |
SPGI | S&P GLOBAL INC | 2 | 1 | 0.01% | 0.73% | 1.22% | Q4 2019 | Q3 2023 | 3 |
CMF | iSh ClfrnMuni BdETF | 3 | 3 | 0.60% | 0.68% | 0.84% | Q2 2018 | Q4 2018 | 3 |
DFE | Wisdomtree Eur S/C Div... | 3 | 3 | 0.35% | 0.40% | 0.50% | Q2 2018 | Q4 2018 | 3 |
IYW | ISHARES TR | 3 | 3 | 0.27% | 0.28% | 0.28% | Q2 2022 | Q4 2022 | 3 |
ACN | ACCENTURE PLC IRELAND | 3 | 3 | 0.17% | 0.18% | 0.20% | Q1 2021 | Q3 2021 | 3 |
CEMB | iShares JP Morgan EM C... | 3 | 3 | 0.16% | 0.17% | 0.21% | Q2 2018 | Q4 2018 | 3 |
WHR | Whirlpool Corp | 3 | 3 | 0.08% | 0.12% | 0.13% | Q2 2018 | Q4 2018 | 3 |
URTH | Ishares Msci World Etf | 3 | 3 | 0.10% | 0.11% | 0.14% | Q2 2018 | Q4 2018 | 3 |
IVE | ISHARES TR | 2 | 1 | 0.01% | 0.11% | 0.18% | Q2 2022 | Q3 2023 | 3 |
MET | MetLife Inc | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2018 | Q4 2018 | 3 |
TBX | PROSHARES TR | 3 | 3 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q2 2023 | 3 |
TBT | PROSHARES TR | 2 | 1 | 0.06% | 0.10% | 0.13% | Q2 2019 | Q1 2020 | 3 |
MINT | PIMCO Enhanced Short M... | 3 | 3 | 0.07% | 0.08% | 0.10% | Q2 2018 | Q4 2018 | 3 |
BIL | SPDR SER TR | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
ACES | ALPS ETF TR | 3 | 3 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q4 2020 | 3 |
BKNG | BOOKING HOLDINGS INC | 2 | 1 | 0.03% | 0.06% | 0.08% | Q3 2018 | Q4 2021 | 3 |
HACK | ETFMG Prime Cyber Secu... | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q4 2018 | 3 |
SYK | Stryker Corp | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q4 2018 | 3 |
NFLX | Netflix Inc | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q4 2018 | 3 |
PYPL | PayPal Holdings Inc | 2 | 1 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q4 2021 | 3 |
INTC | INTEL CORP | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 3 |
IAU | Ishares Gold Trust | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q4 2018 | 3 |
COTY | COTY INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
ARKK | ARK ETF TR | 2 | 1 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q2 2022 | 3 |
TLT | iShares 20 Year Treasu... | 3 | 3 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q4 2018 | 3 |
KHC | Kraft Heinz Co/The | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2018 | 3 |
DGS | Wisdomtree Em Small Cap | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2018 | 3 |
IYF | Ishares Us Financials Etf | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
IEV | Ishares Europe Etf | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
VB | Vanguard Small-Cap ETF | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
SMEZ | SPDR EURO STOXX Small ... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
DG | DOLLAR GEN CORP NEW | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 3 |
VOYA | Voya Financial Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
CBON | VANECK VECTORS ETF TR | 2 | 2 | 0.01% | 0.85% | 1.69% | Q2 2021 | Q3 2021 | 2 |
ADBE | ADOBE INC | 2 | 2 | 0.50% | 0.69% | 0.88% | Q2 2020 | Q3 2020 | 2 |
MSI | MOTOROLA SOLUTIONS INC | 2 | 2 | 0.44% | 0.51% | 0.57% | Q4 2019 | Q1 2020 | 2 |
VGT | VANGUARD WORLD FDS | 2 | 2 | 0.41% | 0.45% | 0.50% | Q2 2023 | Q3 2023 | 2 |
JCI | JOHNSON CTLS INTL PLC | 2 | 2 | 0.41% | 0.44% | 0.47% | Q4 2019 | Q1 2020 | 2 |
XLI | SELECT SECTOR SPDR TR | 2 | 2 | 0.18% | 0.29% | 0.39% | Q2 2023 | Q3 2023 | 2 |
XLP | SELECT SECTOR SPDR TR | 2 | 2 | 0.20% | 0.23% | 0.26% | Q2 2023 | Q3 2023 | 2 |
BOND | PIMCO ETF TR | 2 | 2 | 0.13% | 0.22% | 0.32% | Q1 2022 | Q2 2022 | 2 |
CAT | CATERPILLAR INC | 2 | 2 | 0.20% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
BX | BLACKSTONE INC | 2 | 2 | 0.18% | 0.22% | 0.25% | Q2 2023 | Q3 2023 | 2 |
EMLC | VANECK VECTORS ETF TR | 2 | 2 | 0.19% | 0.20% | 0.21% | Q1 2019 | Q2 2019 | 2 |
MDLZ | MONDELEZ INTL INC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q2 2023 | Q3 2023 | 2 |
ABT | ABBOTT LABS | 2 | 2 | 0.12% | 0.17% | 0.22% | Q2 2023 | Q3 2023 | 2 |
XLY | SELECT SECTOR SPDR TR | 2 | 2 | 0.15% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
VO | VANGUARD INDEX FDS | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
MCD | MCDONALDS CORP | 2 | 2 | 0.12% | 0.16% | 0.20% | Q2 2023 | Q3 2023 | 2 |
KKR | KKR & CO INC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
DEO | DIAGEO PLC | 2 | 2 | 0.10% | 0.13% | 0.17% | Q2 2023 | Q3 2023 | 2 |
DE | DEERE & CO | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
LYB | LYONDELLBASELL INDUSTR... | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q1 2020 | 2 |
EL | Estee Lauder Cos Inc/The | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q4 2018 | 2 |
AZN | ASTRAZENECA PLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
EW | Edwards Lifescns | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q4 2018 | 2 |
QCOM | QUALCOMM INC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
VTWO | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
CI | Cigna Corp | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q4 2018 | 2 |
TJX | TJX Cos Inc/The | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q4 2018 | 2 |
SHW | Sherwin-Williams Co/The | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q4 2018 | 2 |
SCHW | CHARLES SCHWAB | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q4 2018 | 2 |
ADSK | AUTODESK INC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
BFB | Brown Non Vtg-B | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q4 2018 | 2 |
BROOKFIELD CORP | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 | |
MCO | Moody's Corp | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q4 2018 | 2 |
ANGL | VANECK ETF TRUST | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
VRSK | Verisk Analytics Inc | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q4 2018 | 2 |
M | MACYS INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q2 2019 | 2 |
MDT | MEDTRONIC PLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
CSX | CSX CORP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
WMB | WILLIAMS COS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
DOW | DOW INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
FLT | FleetCor Technologies Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q4 2018 | 2 |
XLV | SELECT SECTOR SPDR TR | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
GDX | VANECK ETF TRUST | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
KMI | KINDER MORGAN INC DEL | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
XOP | SPDR S&P Oil & Gas Exp... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
CMCSA | COMCAST CORP NEW | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2023 | 2 |
FDX | FEDEX CORP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
KWEB | KRANESHARES TR | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PAVE | GLOBAL X FDS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
SLV | ISHARES SILVER TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
NVS | NOVARTIS AG | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ALC | ALCON AG | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
CARR | CARRIER GLOBAL CORPORA... | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BROOKFIELD ASSET MANAG... | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 | |
ADP | AUTOMATIC DATA PROCESS... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BDX | BECTON DICKINSON & CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CTVA | CORTEVA INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VIV | TELEFONICA BRASIL SA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
ARCC | ARES CAP CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
TRGP | TARGA RES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
VTRS | VIATRIS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SUSB | ISHARES TR | 1 | 1 | 3.30% | 3.30% | 3.30% | Q3 2023 | Q3 2023 | 1 |
INVESCO EXCHANGE TRADE... | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2023 | Q3 2023 | 1 | |
UTX | United Technologies Corp | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2018 | Q2 2018 | 1 |
KRE | SPDR SER TR | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
XLK | SELECT SECTOR SPDR TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
IAGG | Ishares Intl Aggregate... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
URI | UNITED RENTALS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
NUE | NUCOR CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
NVR | NVR INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
TSCO | TRACTOR SUPPLY CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
ED | CONSOLIDATED EDISON INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
OXY | OCCIDENTAL PETE CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
AEE | AMEREN CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
DTE | DTE ENERGY CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
IJS | Ishares S&P Small-Cap ... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
GXC | SPDR INDEX SHS FDS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
LLY | ELI LILLY & CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
AMT | AMERICAN TOWER CORP NEW | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
LXP | LXP INDUSTRIAL TRUST | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
EBND | SPDR SER TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
XLC | SELECT SECTOR SPDR TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ITW | ILLINOIS TOOL WKS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
BMO | BANK MONTREAL QUE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
KSU | KANSAS CITY SOUTHERN | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
MAR | MARRIOTT INTL INC NEW | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BAX | BAXTER INTL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
SPG | SIMON PPTY GROUP INC NEW | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
IYM | Ishares U.S. Basic Mat... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
TRP | TC ENERGY CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
VT | VANGUARD INTL EQUITY I... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
XEL | XCEL ENERGY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
IEO | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
GE | GENERAL ELECTRIC CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BHF | Brighthouse Financial Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
IXN | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TMO | THERMO FISHER SCIENTIF... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ENB | ENBRIDGE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ICE | INTERCONTINENTAL EXCHA... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RTX | RTX CORPORATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CME | CME GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYMC | SYMANTEC CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
WK KELLOGG CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
VSS | VANGUARD INTL EQUITY I... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TTE | TOTALENERGIES SE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GPC | GENUINE PARTS CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CONSTELLATION ENERGY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 | |
HARBOR ETF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
TRV | TRAVELERS COMPANIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BLMN | BLOOMIN BRANDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TD | TORONTO DOMINION BK ONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CNYA | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NOC | NORTHROP GRUMMAN CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ANTM | ANTHEM INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ARKG | ARK ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
UPS | UNITED PARCEL SERVICE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
LMT | LOCKHEED MARTIN CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ATHX | ATHERSYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CRH | CRH PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ALBO | ALBIREO PHARMA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MKC | MCCORMICK & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SJM | SMUCKER J M CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SIX | SIX FLAGS ENTMT CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
F | FORD MTR CO DEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
HBM | HUDBAY MINERALS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EXEL | EXELIXIS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
IBM | INTERNATIONAL BUSINESS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DVAX | DYNAVAX TECHNOLOGIES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SBPH | SPRING BK PHARMACEUTIC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ALLO | ALLOGENE THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TLRY | TILRAY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BROOKFIELD REINS LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
OGN | ORGANON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
EMBECTA CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
Download |
The securities at the top of the list , including SPDR S&P500 ETF Trust, ISHARES TR, and Iq Hedge Multi-Strat Tracker, are the highest-conviction holdings of LFA - Lugano Financial Advisors SA.
The conviction is calculated by counting the number of quarters a security has been reported by LFA - Lugano Financial Advisors SA. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that LFA - Lugano Financial Advisors SA owns currently or has owned in the past.