646 is the total number of securities Braun-Bostich & Associates Inc. has owned. The longest Braun-Bostich & Associates Inc. has owned a single stock is 24 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MSFT | MICROSOFT CORP COM | 24 | 24 | 1.18% | 1.95% | 3.82% | Q4 2017 | Q3 2023 | 24 |
SPY | SPDR S&P500 ETF TRUST ... | 24 | 24 | 0.02% | 1.92% | 5.58% | Q4 2017 | Q3 2023 | 24 |
AAPL | APPLE INC COM | 24 | 24 | 0.82% | 1.51% | 2.61% | Q4 2017 | Q3 2023 | 24 |
JNJ | JOHNSON & JOHNSON COM | 24 | 24 | 0.05% | 1.40% | 2.10% | Q4 2017 | Q3 2023 | 24 |
HD | HOME DEPOT INC COM | 24 | 24 | 0.44% | 1.02% | 1.48% | Q4 2017 | Q3 2023 | 24 |
AMZN | AMAZON COM INC COM | 24 | 24 | 0.12% | 0.73% | 1.42% | Q4 2017 | Q3 2023 | 24 |
XOM | EXXON MOBIL CORP COM | 16 | 7 | 0.24% | 0.92% | 1.75% | Q4 2017 | Q3 2023 | 23 |
LRCX | LAM RESEARCH CORP COM | 23 | 23 | 0.07% | 0.51% | 0.75% | Q4 2017 | Q2 2023 | 23 |
UPS | UNITED PARCEL SERVICE ... | 23 | 23 | 0.00% | 0.45% | 0.93% | Q4 2017 | Q2 2023 | 23 |
NVR | NVR INC COM | 15 | 7 | 1.22% | 3.01% | 6.18% | Q1 2018 | Q3 2023 | 22 |
IVV | ISHARES TRUST CORE S&P... | 15 | 7 | 0.10% | 2.23% | 4.40% | Q4 2017 | Q2 2023 | 22 |
VEU | VANGUARD INTL EQUITY I... | 8 | 7 | 0.02% | 1.50% | 3.30% | Q4 2017 | Q3 2023 | 22 |
PEP | PEPSICO INC COM | 16 | 6 | 0.58% | 1.05% | 1.54% | Q4 2017 | Q2 2023 | 22 |
COST | COSTCO WHSL CORP NEW COM | 20 | 1 | 0.14% | 0.64% | 1.25% | Q4 2017 | Q2 2023 | 21 |
AVGO | BROADCOM INC COM | 15 | 6 | 0.23% | 0.62% | 1.17% | Q1 2018 | Q2 2023 | 21 |
BRKB | BERKSHIRE HATHAWAY INC... | 12 | 8 | 0.07% | 0.39% | 0.95% | Q4 2017 | Q3 2023 | 20 |
VCSH | VANGUARD SHORT-TERM CO... | 12 | 7 | 0.28% | 1.08% | 2.58% | Q4 2017 | Q3 2023 | 19 |
UNH | UNITEDHEALTH GROUP INC... | 12 | 7 | 0.42% | 0.87% | 1.46% | Q4 2017 | Q3 2023 | 19 |
ACN | ACCENTURE PLC IRELAND ... | 19 | 19 | 0.24% | 0.70% | 1.33% | Q4 2017 | Q2 2022 | 19 |
VV | VANGUARD LARGE-CAP IND... | 16 | 1 | 0.30% | 0.57% | 1.09% | Q4 2017 | Q3 2023 | 19 |
JPST | JPMORGAN ULTRA-SHORT I... | 12 | 6 | 0.52% | 3.30% | 9.01% | Q4 2018 | Q2 2023 | 18 |
MA | MASTERCARD INCORPORATE... | 12 | 3 | 0.15% | 0.55% | 0.95% | Q4 2017 | Q2 2023 | 18 |
GOOGL | ALPHABET INC COM CL A | 12 | 1 | 0.14% | 0.53% | 1.33% | Q4 2017 | Q3 2023 | 18 |
VUG | VANGUARD INDEX FDS | 8 | 1 | 0.15% | 0.35% | 0.69% | Q4 2017 | Q3 2023 | 18 |
GOOG | ALPHABET INC CAP STK CL C | 7 | 2 | 0.09% | 0.28% | 0.60% | Q4 2017 | Q2 2023 | 18 |
MINT | PIMCO ETF TR | 8 | 3 | 0.09% | 2.90% | 15.74% | Q4 2018 | Q2 2023 | 17 |
LQD | ISHARES TR | 7 | 3 | 0.02% | 2.08% | 4.77% | Q4 2017 | Q3 2022 | 17 |
MBB | ISHARES TR | 7 | 4 | 0.02% | 1.04% | 2.23% | Q4 2017 | Q2 2023 | 17 |
VCIT | VANGUARD SCOTTSDALE FDS | 7 | 4 | 0.03% | 0.70% | 2.38% | Q4 2017 | Q2 2023 | 17 |
TSLA | TESLA INC COM | 7 | 1 | 0.02% | 0.39% | 1.36% | Q4 2017 | Q2 2023 | 17 |
LMT | LOCKHEED MARTIN CORP COM | 16 | 1 | 0.14% | 0.38% | 0.71% | Q4 2017 | Q1 2022 | 17 |
NFLX | NETFLIX INC COM | 16 | 1 | 0.08% | 0.27% | 0.52% | Q4 2017 | Q2 2023 | 17 |
IEF | ISHARES TR | 7 | 2 | 0.03% | 3.38% | 12.90% | Q4 2017 | Q2 2022 | 16 |
SUSB | ISHARES TR | 10 | 6 | 0.93% | 1.95% | 3.06% | Q2 2019 | Q2 2023 | 16 |
EMB | ISHARES TR | 7 | 3 | 0.04% | 0.88% | 1.64% | Q4 2017 | Q2 2023 | 16 |
JPM | JPMORGAN CHASE & CO COM | 12 | 1 | 0.16% | 0.55% | 1.12% | Q4 2017 | Q2 2023 | 16 |
FB | META PLATFORMS INC COM... | 12 | 1 | 0.09% | 0.43% | 0.73% | Q4 2017 | Q2 2023 | 16 |
PFE | PFIZER INC COM | 12 | 1 | 0.12% | 0.34% | 0.69% | Q4 2017 | Q2 2023 | 16 |
MMM | 3M CO COM | 8 | 1 | 0.02% | 0.31% | 0.99% | Q4 2017 | Q1 2022 | 16 |
CSCO | CISCO SYS INC COM | 12 | 3 | 0.24% | 0.66% | 0.83% | Q4 2017 | Q2 2023 | 15 |
MRK | MERCK & CO. INC COM | 12 | 3 | 0.07% | 0.38% | 0.71% | Q4 2017 | Q2 2023 | 15 |
WMT | WALMART INC COM | 7 | 1 | 0.03% | 0.36% | 0.81% | Q4 2017 | Q2 2023 | 15 |
PG | PROCTER & GAMBLE CO COM | 12 | 2 | 0.39% | 0.66% | 0.90% | Q4 2017 | Q2 2023 | 14 |
HYG | ISHARES TR | 12 | 1 | 0.02% | 0.54% | 1.38% | Q4 2017 | Q1 2022 | 14 |
ABBV | ABBVIE INC COM | 7 | 3 | 0.04% | 0.34% | 0.66% | Q4 2017 | Q2 2023 | 14 |
NOC | NORTHROP GRUMMAN CORP COM | 6 | 1 | 0.01% | 0.32% | 0.87% | Q1 2018 | Q1 2022 | 14 |
VZ | VERIZON COMMUNICATIONS... | 12 | 1 | 0.05% | 0.30% | 0.61% | Q4 2017 | Q2 2023 | 14 |
IEFA | ISHARES TR | 7 | 2 | 0.05% | 2.26% | 5.49% | Q4 2017 | Q2 2022 | 13 |
VB | VANGUARD SMALL-CAP IND... | 13 | 13 | 0.43% | 1.27% | 2.15% | Q4 2017 | Q4 2020 | 13 |
IJH | ISHARES TRUST CORE S&P... | 7 | 1 | 0.01% | 0.55% | 1.42% | Q4 2017 | Q2 2023 | 13 |
UNP | UNION PACIFIC CORP COM | 12 | 1 | 0.12% | 0.50% | 0.88% | Q4 2017 | Q4 2021 | 13 |
MCD | MCDONALDS CORP COM | 12 | 1 | 0.13% | 0.46% | 0.77% | Q4 2017 | Q2 2023 | 13 |
CVX | CHEVRON CORP NEW COM | 11 | 2 | 0.06% | 0.45% | 0.61% | Q4 2017 | Q2 2023 | 13 |
SO | SOUTHERN CO COM | 12 | 1 | 0.09% | 0.41% | 0.61% | Q4 2017 | Q4 2021 | 13 |
BKNG | BOOKING HOLDINGS INC COM | 12 | 1 | 0.07% | 0.37% | 0.68% | Q4 2017 | Q4 2021 | 13 |
UBSI | UNITED BANKSHARES INC ... | 12 | 1 | 0.19% | 0.31% | 0.46% | Q4 2017 | Q3 2023 | 13 |
MDLZ | MONDELEZ INTL INC COM ... | 12 | 1 | 0.01% | 0.23% | 0.56% | Q4 2017 | Q4 2021 | 13 |
CMCSA | COMCAST CORP NEW CL A | 7 | 2 | 0.01% | 0.21% | 0.48% | Q4 2017 | Q2 2023 | 13 |
T | AT&T INC COM | 12 | 1 | 0.01% | 0.18% | 0.47% | Q4 2017 | Q4 2021 | 13 |
IWP | ISHARES TR | 11 | 1 | 0.45% | 3.52% | 6.67% | Q1 2019 | Q1 2022 | 12 |
AGG | ISHARES TR | 5 | 2 | 0.01% | 2.13% | 9.08% | Q4 2017 | Q3 2023 | 12 |
IJR | ISHARES S&P SMALL-CAP ... | 12 | 12 | 0.42% | 1.58% | 2.92% | Q4 2017 | Q3 2020 | 12 |
VOO | VANGUARD S&P 500 ETF | 8 | 1 | 0.09% | 1.52% | 9.91% | Q4 2018 | Q3 2023 | 12 |
VO | VANGUARD MID-CAP INDEX... | 12 | 12 | 0.35% | 1.39% | 2.36% | Q4 2017 | Q3 2020 | 12 |
IDV | ISHARES TR | 6 | 2 | 0.04% | 1.16% | 1.60% | Q4 2017 | Q2 2023 | 12 |
HON | HONEYWELL INTL INC COM | 12 | 12 | 0.27% | 0.56% | 0.98% | Q4 2017 | Q3 2020 | 12 |
SPGI | S&P GLOBAL INC COM | 12 | 12 | 0.18% | 0.55% | 0.93% | Q4 2017 | Q3 2020 | 12 |
MDT | MEDTRONIC PLC SHS | 12 | 12 | 0.26% | 0.50% | 0.67% | Q4 2017 | Q3 2020 | 12 |
PFF | ISHARES U.S. PREFERRED... | 7 | 1 | 0.02% | 0.50% | 5.71% | Q4 2017 | Q4 2021 | 12 |
INTC | INTEL CORP COM | 12 | 12 | 0.25% | 0.49% | 0.90% | Q4 2017 | Q3 2020 | 12 |
FTA | FIRST TRUST LARGE CAP ... | 12 | 12 | 0.26% | 0.45% | 0.56% | Q4 2017 | Q3 2020 | 12 |
BLK | BLACKROCK INC COM | 10 | 2 | 0.20% | 0.44% | 0.64% | Q2 2018 | Q2 2023 | 12 |
EA | ELECTRONIC ARTS INC COM | 12 | 12 | 0.10% | 0.41% | 0.83% | Q4 2017 | Q3 2020 | 12 |
CAT | CATERPILLAR INC DEL COM | 9 | 3 | 0.05% | 0.39% | 0.79% | Q3 2018 | Q2 2023 | 12 |
NKE | NIKE INC CL B | 7 | 1 | 0.13% | 0.39% | 0.72% | Q4 2017 | Q3 2023 | 12 |
DIS | DISNEY WALT CO COM DISNEY | 12 | 12 | 0.11% | 0.37% | 0.77% | Q4 2017 | Q3 2020 | 12 |
NEE | NEXTERA ENERGY INC COM | 11 | 1 | 0.02% | 0.36% | 0.66% | Q1 2018 | Q4 2021 | 12 |
SPTM | SPDR PORTFOLIO TOTAL S... | 12 | 12 | 0.18% | 0.35% | 0.44% | Q4 2017 | Q3 2020 | 12 |
LLY | LILLY ELI & CO COM | 7 | 1 | 0.05% | 0.34% | 0.81% | Q4 2017 | Q2 2023 | 12 |
ADBE | ADOBE SYSTEMS INCORPOR... | 6 | 1 | 0.04% | 0.33% | 0.82% | Q1 2018 | Q3 2023 | 12 |
TJX | TJX COS INC NEW COM | 8 | 4 | 0.05% | 0.31% | 0.47% | Q3 2018 | Q3 2021 | 12 |
TROW | PRICE T ROWE GROUP INC... | 12 | 12 | 0.10% | 0.31% | 0.62% | Q4 2017 | Q3 2020 | 12 |
AMGN | AMGEN INC COM | 12 | 12 | 0.07% | 0.30% | 0.56% | Q4 2017 | Q3 2020 | 12 |
VFC | V F CORP COM | 12 | 12 | 0.02% | 0.30% | 0.63% | Q4 2017 | Q3 2020 | 12 |
AMAT | APPLIED MATLS INC COM | 7 | 1 | 0.06% | 0.27% | 0.61% | Q4 2017 | Q2 2023 | 12 |
V | VISA INC COM CL A | 7 | 1 | 0.02% | 0.25% | 0.92% | Q4 2017 | Q3 2023 | 12 |
KO | COCA COLA CO COM | 12 | 12 | 0.03% | 0.24% | 0.52% | Q4 2017 | Q3 2020 | 12 |
DUK | DUKE ENERGY CORP NEW C... | 12 | 12 | 0.01% | 0.22% | 0.53% | Q4 2017 | Q3 2020 | 12 |
FTV | FORTIVE CORP COM | 7 | 1 | 0.01% | 0.21% | 0.52% | Q4 2017 | Q3 2023 | 12 |
CVS | CVS HEALTH CORP COM | 12 | 12 | 0.01% | 0.18% | 0.49% | Q4 2017 | Q3 2020 | 12 |
SUSA | ISHARES TRUST MSCI USA... | 6 | 1 | 0.08% | 0.18% | 0.41% | Q1 2018 | Q4 2021 | 12 |
DHR | DANAHER CORPORATION COM | 7 | 1 | 0.01% | 0.16% | 0.83% | Q4 2017 | Q3 2023 | 12 |
ECL | ECOLAB INC COM | 7 | 1 | 0.01% | 0.11% | 0.38% | Q4 2017 | Q3 2023 | 12 |
VRSK | VERISK ANALYTICS INC COM | 7 | 1 | 0.01% | 0.10% | 0.72% | Q4 2017 | Q3 2023 | 12 |
BMY | BRISTOL-MYERS SQUIBB C... | 7 | 2 | 0.01% | 0.10% | 0.58% | Q4 2017 | Q2 2023 | 12 |
MPC | MARATHON PETROLEUM COR... | 7 | 1 | 0.02% | 0.09% | 0.51% | Q4 2017 | Q4 2021 | 12 |
QQQ | INVESCO QQQ TRUST UNIT... | 11 | 11 | 2.76% | 3.41% | 4.00% | Q4 2020 | Q2 2023 | 11 |
RDVY | FIRST TR EXCHANGE TRAD... | 11 | 11 | 2.20% | 2.99% | 6.67% | Q4 2020 | Q2 2023 | 11 |
SMLV | SPDR SSGA US SMALL CAP... | 7 | 4 | 0.03% | 1.20% | 2.65% | Q4 2017 | Q3 2020 | 11 |
SPMD | SPDR PORTFOLIO S&P 400... | 7 | 4 | 0.03% | 1.18% | 3.02% | Q4 2017 | Q3 2020 | 11 |
DBEF | X-TRACKERS MSCI EAFE H... | 7 | 4 | 0.03% | 0.95% | 2.11% | Q4 2017 | Q3 2020 | 11 |
SPTS | SPDR PORTFOLIO SHORT T... | 11 | 11 | 0.10% | 0.50% | 1.63% | Q1 2018 | Q3 2020 | 11 |
BIIB | BIOGEN INC COM | 7 | 4 | 0.05% | 0.37% | 0.71% | Q4 2017 | Q3 2020 | 11 |
FLOT | ISHARES FLOATING RATE ... | 7 | 4 | 0.02% | 0.34% | 0.67% | Q4 2017 | Q3 2020 | 11 |
EW | EDWARDS LIFESCIENCES C... | 9 | 1 | 0.05% | 0.33% | 0.60% | Q3 2018 | Q3 2023 | 11 |
NVDA | NVIDIA CORPORATION | 7 | 1 | 0.02% | 0.32% | 1.55% | Q4 2017 | Q3 2023 | 11 |
DAL | DELTA AIR LINES INC DE... | 11 | 11 | 0.02% | 0.31% | 0.69% | Q4 2017 | Q2 2020 | 11 |
AOM | ISHARES MODERATE ALLOC... | 7 | 4 | 0.15% | 0.31% | 0.68% | Q4 2017 | Q3 2020 | 11 |
ORCL | ORACLE CORP COM | 7 | 4 | 0.04% | 0.30% | 0.69% | Q4 2017 | Q3 2020 | 11 |
AFL | AFLAC INC COM | 7 | 4 | 0.03% | 0.29% | 0.64% | Q4 2017 | Q3 2020 | 11 |
CLX | CLOROX CO DEL COM | 7 | 4 | 0.05% | 0.29% | 0.79% | Q4 2017 | Q3 2021 | 11 |
WPC | WP CAREY INC COM | 9 | 2 | 0.06% | 0.28% | 0.48% | Q4 2017 | Q3 2020 | 11 |
NVS | NOVARTIS AG SPONSORED ADR | 7 | 4 | 0.03% | 0.27% | 0.57% | Q4 2017 | Q3 2020 | 11 |
MO | ALTRIA GROUP INC COM | 7 | 4 | 0.07% | 0.26% | 0.62% | Q4 2017 | Q3 2020 | 11 |
PSA | PUBLIC STORAGE COM | 7 | 4 | 0.03% | 0.25% | 0.53% | Q4 2017 | Q3 2020 | 11 |
USB | US BANCORP DEL COM NEW | 7 | 4 | 0.02% | 0.24% | 0.51% | Q4 2017 | Q3 2020 | 11 |
ITW | ILLINOIS TOOL WKS INC COM | 7 | 4 | 0.03% | 0.23% | 0.44% | Q4 2017 | Q3 2020 | 11 |
PH | PARKER-HANNIFIN CORP COM | 7 | 4 | 0.02% | 0.23% | 0.48% | Q4 2017 | Q3 2020 | 11 |
SBUX | STARBUCKS CORP COM | 7 | 4 | 0.01% | 0.15% | 0.36% | Q4 2017 | Q3 2020 | 11 |
DSI | ISHARES TRUST MSCI KLD... | 6 | 1 | 0.04% | 0.14% | 0.69% | Q1 2018 | Q4 2021 | 11 |
SWKS | SKYWORKS SOLUTIONS INC... | 7 | 4 | 0.01% | 0.11% | 0.56% | Q4 2017 | Q3 2020 | 11 |
AOA | ISHARES S&P AGGRESSIVE... | 7 | 4 | 0.02% | 0.11% | 0.21% | Q4 2017 | Q3 2020 | 11 |
RMR | RMR GROUP INC CL A | 7 | 4 | 0.00% | 0.11% | 0.25% | Q4 2017 | Q3 2020 | 11 |
CSX | CSX CORP COM | 7 | 4 | 0.08% | 0.10% | 0.14% | Q4 2017 | Q3 2020 | 11 |
PEG | PUBLIC SVC ENTERPRISE ... | 7 | 4 | 0.06% | 0.09% | 0.11% | Q4 2017 | Q3 2020 | 11 |
IWS | ISHARES RUSSELL MID-CA... | 7 | 4 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q3 2020 | 11 |
MGC | VANGUARD MEGA CAP ETF | 7 | 4 | 0.05% | 0.07% | 0.08% | Q4 2017 | Q3 2020 | 11 |
IBM | INTERNATIONAL BUSINESS... | 7 | 4 | 0.04% | 0.06% | 0.12% | Q4 2017 | Q3 2020 | 11 |
ADP | AUTOMATIC DATA PROCESS... | 7 | 4 | 0.01% | 0.06% | 0.10% | Q4 2017 | Q3 2020 | 11 |
FIS | FIDELITY NATL INFORMAT... | 7 | 1 | 0.01% | 0.04% | 0.27% | Q4 2017 | Q4 2021 | 11 |
VT | VANGUARD TOTAL WORLD S... | 7 | 4 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2020 | 11 |
PSX | PHILLIPS 66 COM | 7 | 4 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2020 | 11 |
AMP | AMERIPRISE FINL INC COM | 7 | 4 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2020 | 11 |
VOE | VANGUARD MID-CAP VALUE... | 7 | 4 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2020 | 11 |
XEL | XCEL ENERGY INC COM | 7 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 11 |
YUM | YUM BRANDS INC COM | 7 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 11 |
NAD | NUVEEN QUALITY MUNCP I... | 7 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 11 |
HYS | PIMCO 0-5 YEAR HIGH YI... | 7 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2020 | 11 |
VIG | VANGUARD DIVIDEND APPR... | 7 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 11 |
FVD | FIRST TR VALUE LINE DI... | 6 | 4 | 2.12% | 2.46% | 3.14% | Q4 2020 | Q2 2023 | 10 |
SPLV | INVESCO S&P 500 LOW VO... | 10 | 10 | 0.46% | 2.12% | 4.98% | Q2 2018 | Q3 2020 | 10 |
BNDX | VANGUARD CHARLOTTE FDS | 6 | 4 | 1.06% | 2.06% | 3.48% | Q4 2020 | Q2 2023 | 10 |
ARKK | ARK INNOVATION ETF | 4 | 2 | 0.01% | 1.57% | 2.54% | Q3 2018 | Q4 2022 | 10 |
IGIB | ISHARES INTERMEDIATE C... | 7 | 3 | 0.05% | 1.48% | 4.03% | Q4 2017 | Q2 2020 | 10 |
SLYV | SPDR SER TR | 6 | 4 | 1.22% | 1.36% | 1.70% | Q4 2020 | Q2 2023 | 10 |
SHY | ISHARES 1-3 YEAR TREAS... | 7 | 3 | 0.01% | 0.48% | 2.32% | Q4 2017 | Q2 2020 | 10 |
RTN | RAYTHEON CO COM NEW | 10 | 10 | 0.16% | 0.46% | 0.71% | Q4 2017 | Q1 2020 | 10 |
CL | COLGATE PALMOLIVE CO COM | 6 | 4 | 0.01% | 0.39% | 0.64% | Q1 2018 | Q3 2020 | 10 |
HAS | HASBRO INC COM | 7 | 3 | 0.02% | 0.30% | 0.72% | Q4 2017 | Q2 2020 | 10 |
GD | GENERAL DYNAMICS CORP COM | 7 | 3 | 0.02% | 0.26% | 0.61% | Q4 2017 | Q2 2020 | 10 |
GOVT | ISHARES U.S. TREASURY ... | 6 | 4 | 0.03% | 0.23% | 0.83% | Q1 2018 | Q3 2020 | 10 |
VTI | VANGUARD TOTAL STOCK M... | 7 | 3 | 0.01% | 0.17% | 0.51% | Q4 2017 | Q2 2020 | 10 |
IEI | ISHARES 3-7 YEAR TREAS... | 7 | 3 | 0.07% | 0.16% | 0.31% | Q4 2017 | Q2 2020 | 10 |
WBA | WALGREENS BOOTS ALLIAN... | 7 | 3 | 0.02% | 0.14% | 0.42% | Q4 2017 | Q2 2020 | 10 |
BND | VANGUARD TOTAL BOND MA... | 7 | 3 | 0.02% | 0.12% | 0.67% | Q4 2017 | Q2 2020 | 10 |
ABT | ABBOTT LABS COM | 6 | 1 | 0.01% | 0.11% | 0.84% | Q1 2018 | Q4 2021 | 10 |
WM | WASTE MGMT INC DEL COM | 7 | 3 | 0.02% | 0.08% | 0.18% | Q4 2017 | Q2 2020 | 10 |
CGNX | COGNEX CORP COM | 6 | 4 | 0.04% | 0.08% | 0.11% | Q1 2018 | Q3 2020 | 10 |
FISV | FISERV INC COM | 7 | 3 | 0.01% | 0.08% | 0.18% | Q4 2017 | Q2 2020 | 10 |
RSG | REPUBLIC SVCS INC COM | 7 | 3 | 0.01% | 0.07% | 0.18% | Q4 2017 | Q2 2020 | 10 |
GSK | GLAXOSMITHKLINE PLC SP... | 7 | 3 | 0.02% | 0.07% | 0.11% | Q4 2017 | Q2 2020 | 10 |
APD | AIR PRODS & CHEMS INC COM | 7 | 3 | 0.01% | 0.06% | 0.14% | Q4 2017 | Q2 2020 | 10 |
AJG | GALLAGHER ARTHUR J & C... | 7 | 3 | 0.01% | 0.06% | 0.15% | Q4 2017 | Q2 2020 | 10 |
IGSB | ISHARES SHORT-TERM COR... | 7 | 3 | 0.02% | 0.06% | 0.13% | Q4 2017 | Q2 2020 | 10 |
D | DOMINION ENERGY INC COM | 7 | 3 | 0.01% | 0.04% | 0.13% | Q4 2017 | Q2 2020 | 10 |
WSBC | WESBANCO INC COM | 7 | 3 | 0.01% | 0.03% | 0.03% | Q4 2017 | Q2 2020 | 10 |
BIDU | BAIDU INC SPON ADR REP A | 7 | 3 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2020 | 10 |
ALL | ALLSTATE CORP COM | 7 | 3 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2020 | 10 |
ADM | ARCHER DANIELS MIDLAND... | 7 | 3 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2020 | 10 |
GE | GENERAL ELECTRIC CO COM | 7 | 3 | 0.00% | 0.02% | 0.15% | Q4 2017 | Q2 2020 | 10 |
BK | BANK NEW YORK MELLON C... | 7 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2020 | 10 |
MMC | MARSH & MCLENNAN COS I... | 7 | 3 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2020 | 10 |
SIRI | SIRIUS XM HOLDINGS INC... | 7 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2020 | 10 |
CTXS | CITRIX SYS INC COM | 7 | 3 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q2 2020 | 10 |
SHYG | ISHARES 0-5 YEAR HIGH ... | 7 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 10 |
IEV | ISHARES EUROPE ETF | 7 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 10 |
AWK | AMERICAN WTR WKS CO IN... | 7 | 3 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q2 2020 | 10 |
CC | CHEMOURS CO COM | 7 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 10 |
MSA | MSA SAFETY INC COM | 7 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 10 |
NI | NISOURCE INC COM | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
FCAU | FIAT CHRYSLER AUTOMOBI... | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
FLR | FLUOR CORP NEW COM | 7 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 10 |
RACE | FERRARI N V COM | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
ILMN | ILLUMINA INC COM | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
PYPL | PAYPAL HLDGS INC COM | 7 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 10 |
CNX | CNX RESOURCES CORPORAT... | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
HBAN | HUNTINGTON BANCSHARES ... | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
AVAV | AEROVIRONMENT INC COM | 7 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
ENB | ENBRIDGE INC COM | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
GRMN | GARMIN LTD SHS | 7 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
KAMN | KAMAN CORP COM | 7 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
FDX | FEDEX CORP COM | 7 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
MTB | M & T BK CORP COM | 7 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
HACK | ETFMG PRIME CYBER SECU... | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 10 |
AMD | ADVANCED MICRO DEVICES... | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 10 |
LSXMA | LIBERTY MEDIA CORP DEL... | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 10 |
FMX | FOMENTO ECONOMICO MEXI... | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 10 |
GLW | CORNING INC COM | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
LUMN | CENTURYLINK INC COM | 7 | 3 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q2 2020 | 10 |
EAT | BRINKER INTL INC COM | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
CEIX | CONSOL ENERGY INC NEW COM | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
NFG | NATIONAL FUEL GAS CO N... | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
STKL | SUNOPTA INC COM | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
WMB | WILLIAMS COS INC DEL COM | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
FWONA | LIBERTY MEDIA CORP DEL... | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
UNG | UNITED STATES NATURAL ... | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
SLV | ISHARES SILVER TRUST | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
NWS | NEWS CORP NEW CL B | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
BATRA | LIBERTY MEDIA CORP DEL... | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
RRC | RANGE RES CORP COM | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
WPX | WPX ENERGY INC COM | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
BATRK | LIBERTY MEDIA CORP DEL... | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
FTCS | FIRST TR EXCHANGE-TRAD... | 6 | 1 | 2.56% | 2.99% | 3.67% | Q4 2020 | Q2 2023 | 9 |
VLO | VALERO ENERGY CORP NEW... | 5 | 4 | 0.03% | 0.30% | 0.53% | Q2 2018 | Q3 2020 | 9 |
EXC | EXELON CORP COM | 9 | 9 | 0.02% | 0.27% | 0.48% | Q3 2018 | Q3 2020 | 9 |
NUMG | NUVEEN ESG MID-CAP GRO... | 8 | 1 | 0.12% | 0.27% | 0.43% | Q2 2019 | Q3 2021 | 9 |
LDOS | LEIDOS HOLDINGS INC COM | 5 | 4 | 0.11% | 0.13% | 0.16% | Q2 2018 | Q3 2020 | 9 |
SAIC | SCIENCE APPLICATNS INT... | 5 | 4 | 0.08% | 0.10% | 0.11% | Q2 2018 | Q3 2020 | 9 |
VRSN | VERISIGN INC COM | 6 | 3 | 0.01% | 0.08% | 0.16% | Q1 2018 | Q2 2020 | 9 |
KMB | KIMBERLY CLARK CORP COM | 6 | 3 | 0.01% | 0.08% | 0.16% | Q1 2018 | Q2 2020 | 9 |
BAC | BANK OF AMERICA CORPOR... | 7 | 1 | 0.02% | 0.07% | 0.18% | Q4 2017 | Q4 2021 | 9 |
ESGE | ISHARES MSCI EM ESG SE... | 6 | 3 | 0.00% | 0.07% | 0.29% | Q1 2018 | Q2 2020 | 9 |
WEC | WEC ENERGY GROUP INC COM | 6 | 3 | 0.01% | 0.07% | 0.14% | Q1 2018 | Q2 2020 | 9 |
ESGD | ISHARES MSCI EAFE ESG ... | 6 | 3 | 0.01% | 0.07% | 0.42% | Q1 2018 | Q2 2020 | 9 |
ES | EVERSOURCE ENERGY COM | 6 | 3 | 0.01% | 0.07% | 0.14% | Q1 2018 | Q2 2020 | 9 |
ETR | ENTERGY CORP NEW COM | 6 | 3 | 0.01% | 0.07% | 0.14% | Q1 2018 | Q2 2020 | 9 |
CNP | CENTERPOINT ENERGY INC... | 6 | 3 | 0.01% | 0.06% | 0.13% | Q1 2018 | Q2 2020 | 9 |
APH | AMPHENOL CORP NEW CL A | 6 | 3 | 0.01% | 0.06% | 0.12% | Q1 2018 | Q2 2020 | 9 |
L | LOEWS CORP COM | 6 | 3 | 0.01% | 0.06% | 0.11% | Q1 2018 | Q2 2020 | 9 |
CBOE | CBOE GLOBAL MARKETS IN... | 6 | 3 | 0.01% | 0.05% | 0.11% | Q1 2018 | Q2 2020 | 9 |
EMR | EMERSON ELEC CO COM | 6 | 3 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q2 2020 | 9 |
HSBCPRA | HSBC HLDGS PLC ADR A 1... | 7 | 2 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2020 | 9 |
CDK | CDK GLOBAL INC COM | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 9 |
STBA | S & T BANCORP INC COM | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 9 |
DTEC | ALPS DISRUPTIVE TECHNO... | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 9 |
TWTR | TWITTER INC COM | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 9 |
XLV | SELECT SECTOR SPDR TR | 8 | 8 | 1.17% | 2.29% | 5.48% | Q1 2019 | Q4 2020 | 8 |
XLP | SELECT SECTOR SPDR TR | 8 | 8 | 0.54% | 1.51% | 1.96% | Q1 2019 | Q4 2020 | 8 |
FPXI | FIRST TR EXCHANGE TRAD... | 4 | 4 | 1.20% | 1.27% | 1.41% | Q4 2020 | Q4 2022 | 8 |
NEAR | ISHARES SHORT MATURITY... | 7 | 1 | 0.04% | 0.96% | 3.34% | Q4 2017 | Q4 2019 | 8 |
TA | TRAVELCENTERS OF AMERI... | 8 | 8 | 0.52% | 0.80% | 1.13% | Q4 2017 | Q3 2019 | 8 |
MTUM | ISHARES EDGE MSCI USA ... | 7 | 1 | 0.03% | 0.50% | 1.20% | Q4 2017 | Q4 2019 | 8 |
USMV | ISHARES EDGE MSCI MIN ... | 7 | 1 | 0.02% | 0.49% | 0.88% | Q4 2017 | Q4 2019 | 8 |
LYB | LYONDELLBASELL INDUSTR... | 8 | 8 | 0.03% | 0.41% | 0.62% | Q1 2018 | Q4 2019 | 8 |
IR | INGERSOLL-RAND PLC SHS | 7 | 1 | 0.11% | 0.40% | 0.74% | Q4 2017 | Q4 2019 | 8 |
SPG | SIMON PROPERTY GROUP I... | 6 | 1 | 0.01% | 0.18% | 0.42% | Q4 2017 | Q4 2021 | 8 |
PNC | PNC FINL SVCS GROUP IN... | 7 | 1 | 0.08% | 0.16% | 0.26% | Q4 2017 | Q4 2021 | 8 |
TLT | ISHARES 20 YEAR TREASU... | 7 | 1 | 0.00% | 0.14% | 0.34% | Q4 2017 | Q3 2020 | 8 |
DFS | DISCOVER FINL SVCS COM | 7 | 1 | 0.05% | 0.14% | 0.64% | Q4 2017 | Q4 2021 | 8 |
AGN | ALLERGAN PLC SHS | 4 | 2 | 0.01% | 0.10% | 0.41% | Q4 2017 | Q1 2020 | 8 |
IVW | ISHARES TRUST S&P 500 ... | 7 | 1 | 0.03% | 0.09% | 0.17% | Q4 2017 | Q4 2021 | 8 |
AOK | ISHARES CONSERVATIVE A... | 7 | 1 | 0.00% | 0.08% | 0.12% | Q4 2017 | Q4 2019 | 8 |
SNH | SENIOR HSG PPTYS TR SH... | 7 | 1 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q4 2019 | 8 |
PWV | INVESCO DYNAMIC LARGE ... | 5 | 3 | 0.02% | 0.06% | 0.08% | Q2 2018 | Q2 2020 | 8 |
ZTS | ZOETIS INC CL A | 4 | 4 | 0.04% | 0.06% | 0.08% | Q3 2018 | Q3 2020 | 8 |
PJP | INVESCO DYNAMIC PHARMA... | 5 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2020 | 8 |
FEM | FIRST TRUST EMERGING M... | 5 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 8 |
FHI | FEDERATED INVS INC PA ... | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 8 |
MKL | MARKEL CORP COM | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 8 |
WTR | AQUA AMERICA INC COM | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 8 |
SNAP | SNAP INC CL A | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 8 |
FIXD | FIRST TR EXCHNG TRADED... | 4 | 3 | 2.76% | 4.00% | 5.32% | Q4 2020 | Q3 2022 | 7 |
GTO | INVESCO ACTIVELY MANAG... | 4 | 3 | 2.38% | 3.78% | 5.18% | Q4 2020 | Q3 2022 | 7 |
LMBS | FIRST TR EXCHANGE-TRAD... | 4 | 3 | 1.45% | 2.64% | 4.44% | Q4 2020 | Q3 2022 | 7 |
BSV | VANGUARD BD INDEX FDS | 4 | 3 | 1.50% | 2.63% | 4.41% | Q4 2020 | Q3 2022 | 7 |
XLK | TECHNOLOGY SELECT SECT... | 7 | 7 | 1.16% | 1.28% | 1.39% | Q1 2019 | Q3 2020 | 7 |
SPAB | SPDR PORTFOLIO AGGREGA... | 7 | 7 | 0.02% | 0.82% | 3.21% | Q4 2017 | Q2 2019 | 7 |
IEMG | ISHARES CORE MSCI EMER... | 7 | 7 | 0.03% | 0.64% | 1.12% | Q4 2017 | Q2 2019 | 7 |
HSY | HERSHEY CO COM | 4 | 1 | 0.01% | 0.44% | 0.64% | Q4 2017 | Q1 2022 | 7 |
TGT | TARGET CORP COM | 7 | 7 | 0.18% | 0.42% | 0.60% | Q1 2019 | Q3 2020 | 7 |
TXN | TEXAS INSTRS INC COM | 7 | 7 | 0.17% | 0.39% | 0.52% | Q1 2019 | Q3 2020 | 7 |
HPT | HOSPITALITY PPTYS TR C... | 7 | 7 | 0.27% | 0.36% | 0.42% | Q4 2017 | Q2 2019 | 7 |
QCOM | QUALCOMM INC COM | 5 | 2 | 0.03% | 0.30% | 0.49% | Q4 2017 | Q3 2020 | 7 |
EOG | EOG RESOURCES INC COM | 3 | 1 | 0.03% | 0.21% | 0.48% | Q4 2018 | Q4 2021 | 7 |
IVE | ISHARES S&P 500 VALUE ETF | 7 | 7 | 0.03% | 0.18% | 0.29% | Q4 2017 | Q2 2019 | 7 |
SONY | SONY CORP SPONSORED ADR | 7 | 7 | 0.09% | 0.11% | 0.14% | Q4 2017 | Q2 2019 | 7 |
HDB | HDFC BANK LTD SPONSORE... | 7 | 7 | 0.09% | 0.10% | 0.12% | Q4 2017 | Q2 2019 | 7 |
CCEP | COCA COLA EUROPEAN PAR... | 7 | 7 | 0.08% | 0.10% | 0.12% | Q4 2017 | Q2 2019 | 7 |
PHG | KONINKLIJKE PHILIPS N ... | 7 | 7 | 0.08% | 0.09% | 0.11% | Q4 2017 | Q2 2019 | 7 |
TSM | TAIWAN SEMICONDUCTOR M... | 7 | 7 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q2 2019 | 7 |
CHL | CHINA MOBILE LIMITED S... | 7 | 7 | 0.04% | 0.09% | 0.23% | Q4 2017 | Q2 2019 | 7 |
SAP | SAP SE SPON ADR | 7 | 7 | 0.07% | 0.09% | 0.10% | Q4 2017 | Q2 2019 | 7 |
CHKP | CHECK POINT SOFTWARE T... | 7 | 7 | 0.06% | 0.08% | 0.11% | Q4 2017 | Q2 2019 | 7 |
TM | TOYOTA MOTOR CORP SP A... | 7 | 7 | 0.08% | 0.08% | 0.09% | Q4 2017 | Q2 2019 | 7 |
TTE | TOTAL S A SPONSORED ADS | 7 | 7 | 0.07% | 0.08% | 0.10% | Q4 2017 | Q2 2019 | 7 |
HSBC | HSBC HLDGS PLC SPON AD... | 7 | 7 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q2 2019 | 7 |
ABB | ABB LTD SPONSORED ADR | 7 | 7 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q2 2019 | 7 |
SLB | SCHLUMBERGER LTD COM | 7 | 7 | 0.03% | 0.07% | 0.20% | Q4 2017 | Q2 2019 | 7 |
EPD | ENTERPRISE PRODS PARTN... | 7 | 7 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q2 2019 | 7 |
UBS | UBS GROUP AG SHS | 7 | 7 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q2 2019 | 7 |
ILPT | INDUSTRIAL LOGISTICS P... | 4 | 3 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q3 2020 | 7 |
CBS | CBS CORP NEW CL B | 7 | 7 | 0.01% | 0.05% | 0.15% | Q4 2017 | Q2 2019 | 7 |
KEP | KOREA ELECTRIC PWR SPO... | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2019 | 7 |
PPL | PPL CORP COM | 7 | 7 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q2 2019 | 7 |
M | MACYS INC COM | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q2 2019 | 7 |
VIAB | VIACOM INC NEW CL B | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2019 | 7 |
BAX | BAXTER INTL INC COM | 4 | 3 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2020 | 7 |
EQR | EQUITY RESIDENTIAL SH ... | 4 | 3 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q2 2020 | 7 |
AVB | AVALONBAY CMNTYS INC COM | 4 | 3 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q2 2020 | 7 |
ICE | INTERCONTINENTAL EXCHA... | 4 | 3 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q2 2020 | 7 |
VOD | VODAFONE GROUP PLC NEW... | 4 | 3 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2020 | 7 |
SYY | SYSCO CORP COM | 4 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2020 | 7 |
WY | WEYERHAEUSER CO MTN BE... | 4 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2020 | 7 |
FVE | FIVE STAR SENIOR LIVIN... | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
ROKU | ROKU INC COM CL A | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2020 | 7 |
CUR | NEURALSTEM INC COM NEW | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
GERN | GERON CORP COM | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
ASIX | ADVANSIX INC COM | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
UCON | FIRST TR EXCHNG TRADED... | 6 | 6 | 1.99% | 3.57% | 6.28% | Q1 2022 | Q2 2023 | 6 |
VEA | VANGUARD TAX-MANAGED I... | 6 | 6 | 0.91% | 2.43% | 9.23% | Q2 2022 | Q3 2023 | 6 |
BCI | ABRDN ETFS | 6 | 6 | 0.72% | 1.96% | 2.56% | Q1 2022 | Q2 2023 | 6 |
VWO | VANGUARD INTL EQUITY I... | 6 | 6 | 0.74% | 1.71% | 2.25% | Q1 2022 | Q2 2023 | 6 |
VGIT | VANGUARD SCOTTSDALE FDS | 6 | 6 | 0.66% | 1.63% | 2.00% | Q1 2022 | Q2 2023 | 6 |
SCHC | SCHWAB STRATEGIC TR | 6 | 6 | 0.64% | 1.50% | 1.88% | Q1 2022 | Q2 2023 | 6 |
SCHH | SCHWAB STRATEGIC TR | 6 | 6 | 0.55% | 1.32% | 1.66% | Q1 2022 | Q2 2023 | 6 |
FTGC | FIRST TR EXCHANGE TRAD... | 6 | 6 | 0.64% | 1.06% | 1.68% | Q1 2022 | Q2 2023 | 6 |
HEFA | ISHARES CURRENCY HEDGE... | 6 | 6 | 0.03% | 0.65% | 1.34% | Q4 2017 | Q1 2019 | 6 |
KMI | KINDER MORGAN INC DEL COM | 6 | 6 | 0.00% | 0.30% | 0.58% | Q1 2019 | Q2 2020 | 6 |
GM | GENERAL MTRS CO COM | 6 | 6 | 0.01% | 0.22% | 0.43% | Q1 2019 | Q2 2020 | 6 |
NUE | NUCOR CORP COM | 3 | 3 | 0.06% | 0.21% | 0.47% | Q4 2018 | Q2 2020 | 6 |
ESGU | ISHARES MSCI USA ESG O... | 4 | 2 | 0.02% | 0.20% | 1.09% | Q4 2018 | Q3 2020 | 6 |
LDUR | PIMCO ENHANCED LOW DUR... | 3 | 3 | 0.09% | 0.17% | 0.30% | Q4 2018 | Q2 2020 | 6 |
DWDP | DOWDUPONT INC COM | 6 | 6 | 0.13% | 0.16% | 0.21% | Q4 2017 | Q1 2019 | 6 |
LIN | LINDE PLC SHS | 4 | 2 | 0.05% | 0.13% | 0.25% | Q1 2019 | Q3 2020 | 6 |
TMK | TORCHMARK CORP COM | 6 | 6 | 0.01% | 0.08% | 0.12% | Q1 2018 | Q2 2019 | 6 |
FSK | FS KKR CAPITAL CORP COM | 6 | 6 | 0.07% | 0.08% | 0.09% | Q1 2018 | Q2 2019 | 6 |
NVG | NUVEEN AMT FREE MUN CR... | 6 | 6 | 0.02% | 0.08% | 0.11% | Q4 2017 | Q1 2019 | 6 |
OPI | OFFICE PPTYS INCOME TR... | 4 | 2 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q3 2020 | 6 |
CI | CIGNA CORP NEW COM | 3 | 3 | 0.02% | 0.05% | 0.11% | Q4 2018 | Q2 2020 | 6 |
DD | DUPONT DE NEMOURS INC COM | 4 | 1 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q4 2021 | 6 |
CCI | CROWN CASTLE INTL CORP... | 2 | 1 | 0.01% | 0.05% | 0.12% | Q4 2017 | Q2 2020 | 6 |
DOW | DOW INC COM | 4 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q4 2021 | 6 |
BBT | BB&T CORP COM | 6 | 6 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q2 2019 | 6 |
NXJ | NUVEEN NEW JERSEY QULT... | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
WFC | WELLS FARGO CO NEW COM | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
RAD | RITE AID CORP COM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
TRMT | TREMONT MTG TR COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 6 |
DALT | ANFIELD CAPITAL DIVERS... | 5 | 5 | 4.56% | 12.29% | 17.34% | Q1 2019 | Q1 2020 | 5 |
GVI | ISHARES TR | 5 | 5 | 0.94% | 8.28% | 16.40% | Q4 2019 | Q4 2020 | 5 |
IUSB | ISHARES TR | 5 | 5 | 1.62% | 4.56% | 7.03% | Q2 2022 | Q2 2023 | 5 |
VTWO | VANGUARD SCOTTSDALE FDS | 5 | 5 | 1.00% | 1.15% | 1.32% | Q2 2022 | Q2 2023 | 5 |
SCHP | SCHWAB STRATEGIC TR | 5 | 5 | 0.83% | 0.98% | 1.14% | Q2 2022 | Q2 2023 | 5 |
VGSH | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.90% | 0.98% | 1.07% | Q2 2022 | Q2 2023 | 5 |
USHY | ISHARES TR | 5 | 5 | 0.81% | 0.93% | 1.04% | Q2 2022 | Q2 2023 | 5 |
AVY | AVERY DENNISON CORP | 4 | 1 | 0.57% | 0.78% | 0.94% | Q4 2020 | Q1 2022 | 5 |
LOW | LOWES COS INC | 4 | 1 | 0.60% | 0.75% | 0.86% | Q4 2020 | Q1 2022 | 5 |
DG | DOLLAR GEN CORP NEW | 4 | 1 | 0.62% | 0.71% | 0.79% | Q4 2020 | Q1 2022 | 5 |
ORLY | OREILLY AUTOMOTIVE INC | 4 | 1 | 0.46% | 0.65% | 0.76% | Q4 2020 | Q1 2022 | 5 |
SCHX | SCHWAB STRATEGIC TR | 5 | 5 | 0.58% | 0.64% | 0.71% | Q2 2022 | Q2 2023 | 5 |
ZBRA | ZEBRA TECHNOLOGIES COR... | 5 | 5 | 0.05% | 0.57% | 0.78% | Q3 2020 | Q3 2021 | 5 |
SHW | SHERWIN WILLIAMS CO | 4 | 1 | 0.42% | 0.54% | 0.62% | Q4 2020 | Q1 2022 | 5 |
SPLG | SPDR SER TR | 4 | 1 | 0.02% | 0.53% | 2.52% | Q4 2019 | Q3 2023 | 5 |
POOL | POOL CORP COM | 5 | 5 | 0.06% | 0.43% | 0.56% | Q3 2020 | Q3 2021 | 5 |
IXN | ISHARES GLOBAL TECH ETF | 4 | 1 | 0.02% | 0.35% | 0.84% | Q3 2018 | Q4 2019 | 5 |
SVC | SERVICE PPTYS TR COM S... | 5 | 5 | 0.12% | 0.27% | 0.46% | Q3 2019 | Q3 2020 | 5 |
CMI | CUMMINS INC COM | 5 | 5 | 0.01% | 0.24% | 0.55% | Q4 2017 | Q4 2018 | 5 |
CELG | CELGENE CORP COM | 5 | 5 | 0.01% | 0.19% | 0.46% | Q4 2017 | Q4 2018 | 5 |
BBY | BEST BUY INC COM | 2 | 1 | 0.02% | 0.19% | 0.40% | Q1 2019 | Q2 2021 | 5 |
UTX | UNITED TECHNOLOGIES CO... | 4 | 1 | 0.01% | 0.11% | 0.29% | Q3 2018 | Q4 2019 | 5 |
OXY | OCCIDENTAL PETE CORP COM | 3 | 2 | 0.00% | 0.09% | 0.26% | Q1 2019 | Q2 2020 | 5 |
SIR | SELECT INCOME REIT COM... | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 5 |
GOV | OFFICE PPTYS INCOME TR... | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 5 |
NDAQ | NASDAQ INC COM | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
LRGF | ISHARES EDGE MSCI MULT... | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2019 | 5 |
AON | AON PLC SHS CL A | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
AXP | AMERICAN EXPRESS CO COM | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
ROP | ROPER TECHNOLOGIES INC... | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
LUV | SOUTHWEST AIRLS CO COM | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 5 |
SHOP | SHOPIFY INC CL A | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 5 |
PNW | PINNACLE WEST CAP CORP... | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
FOX | TWENTY FIRST CENTY FOX... | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
SLY | SPDR S&P 600 SMALL CAP... | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 5 |
PCG | PG&E CORP COM | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 5 |
WAB | WABTEC CORP COM | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 5 |
AST | ASTERIAS BIOTHERAPEUTI... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
PHB | INVESCO FUNDAMENTAL HI... | 4 | 4 | 3.58% | 4.92% | 5.86% | Q1 2019 | Q4 2019 | 4 |
DXJ | WISDOMTREE JAPAN HEDGE... | 4 | 4 | 0.69% | 1.79% | 2.46% | Q1 2019 | Q4 2019 | 4 |
FNY | FIRST TR EXCHANGE-TRAD... | 4 | 4 | 1.30% | 1.74% | 1.98% | Q3 2022 | Q2 2023 | 4 |
XLY | CONSUMER DISCRETIONARY... | 4 | 4 | 0.00% | 1.56% | 2.26% | Q1 2019 | Q4 2019 | 4 |
GII | SPDR S&P GLOBAL INFRAS... | 4 | 4 | 1.39% | 1.49% | 1.60% | Q4 2017 | Q3 2018 | 4 |
SPIB | SPDR PORTFOLIO INTERME... | 3 | 1 | 0.02% | 1.31% | 3.01% | Q4 2017 | Q4 2019 | 4 |
XLC | SELECT SECTOR SPDR TR | 4 | 4 | 0.60% | 1.30% | 1.58% | Q1 2020 | Q4 2020 | 4 |
TIP | ISHARES TIPS BOND ETF | 4 | 4 | 0.12% | 1.14% | 2.48% | Q4 2017 | Q3 2018 | 4 |
TA | TRAVELCENTERS OF AMERI... | 4 | 4 | 0.72% | 1.14% | 2.04% | Q4 2019 | Q3 2020 | 4 |
BR | BROADRIDGE FINL SOLUTI... | 4 | 4 | 0.47% | 0.55% | 0.60% | Q4 2020 | Q3 2021 | 4 |
GWW | GRAINGER W W INC | 3 | 1 | 0.52% | 0.54% | 0.56% | Q1 2021 | Q1 2022 | 4 |
PX | PRAXAIR INC COM | 4 | 4 | 0.34% | 0.46% | 0.55% | Q4 2017 | Q3 2018 | 4 |
ALLE | ALLEGION PLC ORD SHS | 3 | 1 | 0.04% | 0.41% | 0.54% | Q3 2020 | Q3 2021 | 4 |
SJNK | SPDR BLOOMBERG BARCLAY... | 4 | 4 | 0.03% | 0.32% | 0.74% | Q4 2017 | Q3 2018 | 4 |
CDW | CDW CORP COM | 3 | 1 | 0.05% | 0.32% | 0.42% | Q3 2020 | Q3 2021 | 4 |
MCK | MCKESSON CORP COM | 4 | 4 | 0.27% | 0.29% | 0.31% | Q4 2017 | Q3 2018 | 4 |
TMO | THERMO FISHER SCIENTIF... | 2 | 1 | 0.01% | 0.28% | 0.63% | Q2 2020 | Q3 2023 | 4 |
CI | CIGNA CORPORATION COM | 4 | 4 | 0.21% | 0.24% | 0.30% | Q4 2017 | Q3 2018 | 4 |
ESML | ISHARES ESG MSCI USA S... | 4 | 4 | 0.08% | 0.12% | 0.24% | Q4 2019 | Q3 2020 | 4 |
CB | CHUBB LIMITED COM | 3 | 1 | 0.02% | 0.09% | 0.20% | Q4 2017 | Q4 2021 | 4 |
IGHG | PROSHARES INVESTMENT G... | 4 | 4 | 0.03% | 0.05% | 0.11% | Q4 2017 | Q3 2018 | 4 |
TFC | TRUIST FINL CORP COM | 3 | 1 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q4 2021 | 4 |
COL | ROCKWELL COLLINS INC COM | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
CTVA | CORTEVA INC COM | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
SUSC | ISHARES ESG USD CORPOR... | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
EQT | EQT CORP COM | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
AOR | ISHARES GROWTH ALLOCAT... | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 4 |
VSGX | VANGUARD ESG INTERNATI... | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 4 |
TAST | CARROLS RESTAURANT GRO... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
LOGM | LOGMEIN INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
FOX | FOX CORP CL B COM | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 4 |
GPRO | GOPRO INC CL A | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
SQBG | SEQUENTIAL BRNDS GROUP... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
RAD | RITE AID CORP COM | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 4 |
BTXWS | BIOTIME INC WT EXP 100118 | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
LC | LENDINGCLUB CORP COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
GNUS | GENIUS BRANDS INTL INC... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
FIRST TR EXCHANGE-TRAD... | 3 | 3 | 2.55% | 2.83% | 3.10% | Q4 2022 | Q2 2023 | 3 | |
SHV | ISHARES TR | 2 | 1 | 0.57% | 2.53% | 3.95% | Q3 2021 | Q2 2022 | 3 |
XHB | SPDR S&P HOMEBUILDERS ETF | 2 | 1 | 0.01% | 1.98% | 5.78% | Q2 2020 | Q4 2021 | 3 |
IWM | ISHARES TR | 2 | 1 | 1.46% | 1.78% | 1.99% | Q2 2021 | Q1 2022 | 3 |
STIP | ISHARES 0-5 YEAR TIPS ... | 3 | 3 | 0.03% | 1.75% | 3.05% | Q4 2017 | Q2 2018 | 3 |
MARB | FIRST TR EXCH TRADED F... | 3 | 3 | 0.64% | 1.16% | 1.48% | Q4 2022 | Q2 2023 | 3 |
XLF | FINANCIAL SELECT SECTO... | 3 | 3 | 0.00% | 0.68% | 2.04% | Q4 2019 | Q2 2020 | 3 |
IWV | ISHARES RUSSELL 3000 ETF | 3 | 3 | 0.08% | 0.45% | 0.65% | Q4 2017 | Q2 2018 | 3 |
TSCO | TRACTOR SUPPLY CO | 3 | 3 | 0.41% | 0.43% | 0.47% | Q1 2021 | Q3 2021 | 3 |
INTU | INTUIT COM | 2 | 1 | 0.01% | 0.41% | 0.91% | Q2 2020 | Q3 2023 | 3 |
AMT | AMERICAN TOWER CORP NE... | 2 | 1 | 0.01% | 0.33% | 0.64% | Q2 2020 | Q3 2023 | 3 |
NOW | SERVICENOW INC COM | 2 | 1 | 0.00% | 0.32% | 0.71% | Q2 2020 | Q3 2023 | 3 |
WST | WEST PHARMACEUTICAL SV... | 2 | 1 | 0.01% | 0.27% | 0.53% | Q2 2020 | Q3 2023 | 3 |
IDXX | IDEXX LABS INC COM | 2 | 1 | 0.02% | 0.27% | 0.51% | Q2 2020 | Q3 2023 | 3 |
MPWR | MONOLITHIC PWR SYS INC... | 2 | 1 | 0.01% | 0.25% | 0.51% | Q2 2020 | Q3 2023 | 3 |
ADI | ANALOG DEVICES INC COM | 2 | 1 | 0.00% | 0.20% | 0.38% | Q2 2020 | Q3 2023 | 3 |
AET | AETNA INC NEW COM | 3 | 3 | 0.04% | 0.18% | 0.32% | Q4 2017 | Q2 2018 | 3 |
UL | UNILEVER PLC SPON ADR NEW | 3 | 3 | 0.02% | 0.12% | 0.22% | Q4 2017 | Q2 2018 | 3 |
SEE | SEALED AIR CORP NEW COM | 3 | 3 | 0.02% | 0.09% | 0.21% | Q4 2017 | Q2 2018 | 3 |
RJF | RAYMOND JAMES FINANCIA... | 3 | 3 | 0.02% | 0.08% | 0.17% | Q4 2017 | Q2 2018 | 3 |
AZN | ASTRAZENECA PLC SPONSO... | 2 | 1 | 0.05% | 0.08% | 0.14% | Q4 2017 | Q4 2021 | 3 |
TT | TRANE TECHNOLOGIES PLC... | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q3 2020 | 3 |
RTX | RAYTHEON TECHNOLOGIES ... | 3 | 3 | 0.01% | 0.07% | 0.15% | Q1 2020 | Q3 2020 | 3 |
COF | CAPITAL ONE FINL CORP COM | 2 | 1 | 0.01% | 0.05% | 0.11% | Q1 2019 | Q4 2019 | 3 |
BA | BOEING CO COM | 2 | 1 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q4 2019 | 3 |
DHC | DIVERSIFIED HEALTHCARE... | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
DTE | DTE ENERGY CO COM | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q4 2021 | 3 |
ED | CONSOLIDATED EDISON IN... | 2 | 1 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q4 2021 | 3 |
EAGG | ISHARES ESG U.S. AGGRE... | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
TDOC | TELADOC HEALTH INC COM | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
VIAC | VIACOMCBS INC CL B | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
SYK | STRYKER CORPORATION COM | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
ROM | PROSHARES ULTRA TECHNO... | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
AEP | AMERICAN ELEC PWR INC COM | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
EDSA | EDESA BIOTECH INC COM | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
TSLX | TPG SPECIALTY LENDING ... | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
PBW | INVESCO WILDERHILL CLE... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
ALC | ALCON INC ORD SHS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
GL | GLOBE LIFE INC COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
TPYP | TORTOISE NORTH AMERICA... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
SPTL | SPDR PORTFOLIO LONG TE... | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
FVE | FIVE STAR SENIOR LIVIN... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
KTB | KONTOOR BRANDS INC COM | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
QRTEA | QURATE RETAIL INC QVC ... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
BHF | BRIGHTHOUSE FINL INC COM | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 3 |
GTX | GARRETT MOTION INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
SNCA | SENECA BIOPHARMA INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
RSP | INVESCO EXCHANGE TRADE... | 1 | 1 | 4.95% | 5.85% | 6.75% | Q4 2021 | Q3 2023 | 2 |
SPLV | POWERSHARES S&P 500 LO... | 2 | 2 | 4.37% | 4.42% | 4.46% | Q4 2017 | Q1 2018 | 2 |
VONV | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.19% | 3.52% | 6.84% | Q3 2020 | Q3 2023 | 2 |
TFI | SPDR SER TR | 1 | 1 | 1.04% | 1.86% | 2.69% | Q3 2020 | Q3 2023 | 2 |
DVOL | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.31% | 1.52% | 2.74% | Q2 2021 | Q4 2021 | 2 |
SUB | ISHARES TR | 2 | 2 | 1.12% | 1.19% | 1.25% | Q1 2023 | Q2 2023 | 2 |
VONG | VANGUARD SCOTTSDALE FDS | 2 | 2 | 1.11% | 1.12% | 1.13% | Q1 2023 | Q2 2023 | 2 |
TER | TERADYNE INC COM | 1 | 1 | 0.06% | 0.60% | 1.13% | Q3 2020 | Q4 2021 | 2 |
MRVL | MARVELL TECHNOLOGY INC... | 1 | 1 | 0.44% | 0.52% | 0.59% | Q4 2021 | Q3 2023 | 2 |
VXF | VANGUARD EXTENDED MARK... | 2 | 2 | 0.01% | 0.42% | 0.84% | Q2 2020 | Q3 2020 | 2 |
AOS | SMITH A O CORP | 2 | 2 | 0.40% | 0.41% | 0.41% | Q1 2021 | Q2 2021 | 2 |
PCY | POWERSHARES EMERGING M... | 2 | 2 | 0.24% | 0.41% | 0.57% | Q4 2017 | Q1 2018 | 2 |
JBHT | HUNT J B TRANS SVCS INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2021 | Q3 2021 | 2 |
CORP | PIMCO INVESTMENT GRADE... | 2 | 2 | 0.01% | 0.33% | 0.66% | Q2 2020 | Q3 2020 | 2 |
CDNS | CADENCE DESIGN SYSTEMS... | 1 | 1 | 0.05% | 0.32% | 0.59% | Q4 2021 | Q3 2023 | 2 |
MSCI | MSCI INC COM | 1 | 1 | 0.06% | 0.32% | 0.58% | Q3 2020 | Q3 2023 | 2 |
DT | DYNATRACE INC COM NEW | 1 | 1 | 0.20% | 0.32% | 0.44% | Q3 2020 | Q3 2023 | 2 |
BKLN | POWERSHARES SENIOR LOA... | 2 | 2 | 0.22% | 0.32% | 0.42% | Q4 2017 | Q1 2018 | 2 |
CMG | CHIPOTLE MEXICAN GRILL... | 1 | 1 | 0.01% | 0.19% | 0.38% | Q4 2019 | Q3 2023 | 2 |
MRVL | MARVELL TECHNOLOGY GRO... | 2 | 2 | 0.01% | 0.13% | 0.26% | Q2 2020 | Q3 2020 | 2 |
BIO | BIO RAD LABS INC CL A | 2 | 2 | 0.01% | 0.12% | 0.23% | Q2 2020 | Q3 2020 | 2 |
ADSK | AUTODESK INC COM | 2 | 2 | 0.01% | 0.12% | 0.23% | Q2 2020 | Q3 2020 | 2 |
NDSN | NORDSON CORP COM | 2 | 2 | 0.00% | 0.12% | 0.23% | Q2 2020 | Q3 2020 | 2 |
TYL | TYLER TECHNOLOGIES INC... | 2 | 2 | 0.01% | 0.10% | 0.19% | Q2 2020 | Q3 2020 | 2 |
BLL | BALL CORP COM | 2 | 2 | 0.00% | 0.10% | 0.19% | Q2 2020 | Q3 2020 | 2 |
ETSY | ETSY INC COM | 2 | 2 | 0.00% | 0.08% | 0.16% | Q2 2020 | Q3 2020 | 2 |
PWV | POWERSHARES DYNAMIC LA... | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q1 2018 | 2 |
DLR | DIGITAL RLTY TR INC COM | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q1 2018 | 2 |
PLD | PROLOGIS INC COM | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q1 2018 | 2 |
IWF | ISHARES TRUST RUS 1000... | 1 | 1 | 0.00% | 0.05% | 0.09% | Q2 2020 | Q4 2021 | 2 |
EMHY | ISHARES EMERGING MARKE... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
DON | WISDOMTREE U.S. MIDCAP... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
PGX | POWERSHARES PREFERRED ... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
IP | INTL PAPER CO COM | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
PCY | INVESCO EXCHNG TRADED ... | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2018 | 2 |
MAA | MID AMER APT CMNTYS IN... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
JNK | SPDR BLOOMBERG BARCLAY... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
SON | SONOCO PRODS CO COM | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
BKLN | INVESCO SENIOR LOAN ETF | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
THO | THOR INDS INC COM | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2020 | 2 |
LNC | LINCOLN NATL CORP IND COM | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q4 2021 | 2 |
AZPN | ASPEN TECHNOLOGY INC COM | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2020 | 2 |
IR | INGERSOLL RAND INC COM | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
PJP | POWERSHARES DYNAMIC PH... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
GH | GUARDANT HEALTH INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
BABA | ALIBABA GROUP HLDG LTD... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
ISRG | INTUITIVE SURGICAL INC... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
CRM | SALESFORCE COM INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
ZIVZF | VELOCITYSHARES DAILY I... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 2 |
REZI | RESIDEO TECHNOLOGIES I... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
ZEN | ZENDESK INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
PBW | POWERSHARES WILDERHILL... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
YUMC | YUM CHINA HLDGS INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
AIV | APARTMENT INVT & MGMT ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
FRPT | FRESHPET INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
IFF | INTERNATIONAL FLAVORS&... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
CMS | CMS ENERGY CORP COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
ARKW | ARK WEB X.0 ETF | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
STZ | CONSTELLATION BRANDS I... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
LEN | LENNAR CORP CL A | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
LH | LABORATORY CORP AMER H... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
DGX | QUEST DIAGNOSTICS INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
AMLP | ALERIAN MLP ETF | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
APPN | APPIAN CORP CL A | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
JMLP | NUVEEN ALL CAP ENE MLP... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
WTRG | ESSENTIAL UTILS INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
XOP | SPDR S&P OIL & GAS EXP... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
BTX | BIOTIME INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
PLUG | PLUG POWER INC COM NEW | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
ICSH | ISHARES TR | 1 | 1 | 11.20% | 11.20% | 11.20% | Q3 2023 | Q3 2023 | 1 |
SPHB | INVESCO EXCHANGE TRADE... | 1 | 1 | 6.84% | 6.84% | 6.84% | Q4 2021 | Q4 2021 | 1 |
SOXX | ISHARES TRUST ISHARES ... | 1 | 1 | 6.20% | 6.20% | 6.20% | Q4 2021 | Q4 2021 | 1 |
SPSM | SPDR SER TR | 1 | 1 | 6.08% | 6.08% | 6.08% | Q3 2023 | Q3 2023 | 1 |
XME | SPDR SERIES TRUST S&P ... | 1 | 1 | 5.98% | 5.98% | 5.98% | Q4 2021 | Q4 2021 | 1 |
FBND | FIDELITY COVINGTON TRU... | 1 | 1 | 5.89% | 5.89% | 5.89% | Q4 2021 | Q4 2021 | 1 |
IAI | ISHARES TRUST US BR DE... | 1 | 1 | 5.32% | 5.32% | 5.32% | Q4 2021 | Q4 2021 | 1 |
SPGP | INVESCO EXCHANGE TRADE... | 1 | 1 | 4.95% | 4.95% | 4.95% | Q4 2021 | Q4 2021 | 1 |
FV | FIRST TR EXCHANGE TRAD... | 1 | 1 | 2.11% | 2.11% | 2.11% | Q4 2021 | Q4 2021 | 1 |
QQEW | FIRST TRUST PORTFOLIOS... | 1 | 1 | 1.91% | 1.91% | 1.91% | Q4 2021 | Q4 2021 | 1 |
SPYV | SPDR SER TR | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2023 | Q3 2023 | 1 |
MUB | ISHARES TR | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2023 | Q3 2023 | 1 |
GSLC | GOLDMAN SACHS ACTIVEBE... | 1 | 1 | 1.37% | 1.37% | 1.37% | Q1 2020 | Q1 2020 | 1 |
LSCC | LATTICE SEMICONDUCTOR COM | 1 | 1 | 1.32% | 1.32% | 1.32% | Q4 2021 | Q4 2021 | 1 |
FCX | FREEPORT-MCMORAN INC C... | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2021 | Q4 2021 | 1 |
BLDR | BUILDERS FIRSTSOURCE I... | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2021 | Q4 2021 | 1 |
MOS | MOSAIC CO COM | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2021 | Q4 2021 | 1 |
FITB | FIFTH THIRD BANCORP COM | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2021 | Q4 2021 | 1 |
TECK | TECK RESOURCES LIMITED... | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2021 | Q4 2021 | 1 |
JBL | JABIL INC COM | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2021 | Q4 2021 | 1 |
TPX | TEMPUR SEALY INTERNATI... | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2021 | Q4 2021 | 1 |
GSIE | GOLDMAN SACHS ACTIVEBE... | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2020 | Q1 2020 | 1 |
IAGG | ISHARES TR | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2022 | Q2 2022 | 1 |
MU | MICRON TECHNOLOGY INC COM | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
NXE | NEXGEN ENERGY LTD COM | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
FSKR | FS KKR CAP CORP II COM | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2020 | Q3 2020 | 1 |
JJT | BARCLAYS BANK PLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2021 | Q4 2021 | 1 |
BX | BLACKSTONE INC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
LTHM | LIVENT CORPORATION COM | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
CCJ | CAMECO CORP COM | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
COP | CONOCOPHILLIPS | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q2 2023 | 1 |
UBER | UBER TECHNOLOGIES INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
IT | GARTNER INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
ATLASSIAN CORPORATION | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 | |
EXPD | EXPEDITORS INTL WASH INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2021 | Q2 2021 | 1 |
BAL | BARCLAYS BANK PLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
AVGO | BROADCOM LTD SHS | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2017 | Q4 2017 | 1 |
GPRE | GREEN PLAINS INC COM | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
CPK | CHESAPEAKE UTILITIES C... | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
MUR | MURPHY OIL CORP COM | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
VIS | VANGUARD INDUSTRIALS I... | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
ARES | ARES MANAGEMENT CORPOR... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
CG | CARLYLE GROUP INC COM | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
GEM | GOLDMAN SACHS ACTIVEBE... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
CMC | COMMERCIAL METALS CO COM | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
KDP | KEURIG DR PEPPER INC COM | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
GSSC | GS ACTIVEBETA U.S. SMA... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
SQ | SQUARE INC CL A | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
FCNCA | FIRST CITIZENS BANCSHA... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
SZNE | PACER FDS TR CFRA STVA... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
SMG | SCOTTS MIRACLE GRO CO ... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
FAST | FASTENAL COM | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
ZION | ZIONS BANCORPORATION N... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
VTR | VENTAS INC COM USD0.25 | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
BEN | FRANKLIN RESOURCES INC... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
ACI | ALBERTSONS COMPANIES I... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
A | AGILENT TECHNOLOGIES I... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
DOCU | DOCUSIGN INC COM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
JRS | NUVEEN REAL ESTATE INC... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
THC | TENET HEALTHCARE CORP COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
WSFS | WSFS FINANCIAL CORP COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
SBLK | STAR BULK CARRIERS COR... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
CRL | CHARLES RIV LABS INTL ... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
SHM | SPDR NUVEEN BLOOMBERG ... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
IYT | ISHARES TRUST S&P SML ... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
SITE | SITEONE LANDSCAPE SUPP... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
CWB | SPDR SERIES TRUST SPDR... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
COO | COOPER COS INC COM NEW | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
NTAP | NETAPP INC COM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
PAYX | PAYCHEX INC COM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
MXIM | MAXIM INTEGRATED PRODS... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
CCL | CARNIVAL CORP PAIRED CTF | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
BCE | BCE INC COM NEW | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
WRB | BERKLEY W R CORP COM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
CPRT | COPART INC COM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
CBRL | CRACKER BARREL OLD CTR... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
LII | LENNOX INTL INC COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
O | REALTY INCOME CORP COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
MET | METLIFE INC COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
PPG | PPG INDS INC COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
PXD | PIONEER NAT RES CO COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
RBA | RITCHIE BROS AUCTIONEE... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
EFX | EQUIFAX INC COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
ACWI | ISHARES MSCI ACWI INDE... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
CHE | CHEMED CORP NEW COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
ROL | ROLLINS INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
ANSS | ANSYS INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
JKHY | HENRY JACK & ASSOC INC... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
BFAM | BRIGHT HORIZONS FAM SO... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
IVOO | VANGUARD S&P MID-CAP 4... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
ROLL | RBC BEARINGS INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
FLIR | FLIR SYS INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
FICO | FAIR ISAAC CORP COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
QUAL | ISHARES EDGE MSCI USA ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
ELAN | ELANCO ANIMAL HEALTH I... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
IBKR | INTERACTIVE BROKERS GR... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
EXPO | EXPONENT INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
MYL | MYLAN N V SHS EURO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
MKTX | MARKETAXESS HLDGS INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
VEEV | VEEVA SYS INC CL A COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
XNTK | SPDR NYSE TECHNOLOGY ETF | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
KHC | KRAFT HEINZ CO COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SPEM | SPDR PORTFOLIO EMERGIN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SIZE | ISHARES EDGE MSCI USA ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
LGLV | SPDR SSGA US LARGE CAP... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
VNQ | VANGUARD REAL ESTATE ETF | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
AMLP | ALERIAN MLP ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
IEUR | ISHARES CORE MSCI EURO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AGZ | ISHARES AGENCY BOND ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GDXJ | VANECK VECTORS JUNIOR ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WOR | WORTHINGTON INDS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
QRTEA | LIBERTY INTERACTIVE CO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
XOP | SPDR S&P OIL & GAS EXP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HFRO | HIGHLAND INCOME FD HIG... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
OTIS | OTIS WORLDWIDE CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CARR | CARRIER GLOBAL CORPORA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
KAIR | HIGHLAND SURPRISE CONS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RST | ROSETTA STONE INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
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The securities at the top of the list , including MICROSOFT CORP COM, SPDR S&P500 ETF TRUST TR UNIT ETF, and APPLE INC COM, are the highest-conviction holdings of Braun-Bostich & Associates Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Braun-Bostich & Associates Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Braun-Bostich & Associates Inc. owns currently or has owned in the past.