338 is the total number of securities Beacon Pointe Wealth Advisors, LLC has owned. The longest Beacon Pointe Wealth Advisors, LLC has owned a single stock is 5 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 5 | 5 | 5.29% | 5.87% | 7.33% | Q4 2018 | Q4 2019 | 5 |
IWB | ISHARES TR | 5 | 5 | 2.73% | 3.29% | 4.26% | Q4 2018 | Q4 2019 | 5 |
IWF | ISHARES TR | 5 | 5 | 2.62% | 2.95% | 3.29% | Q4 2018 | Q4 2019 | 5 |
VEA | VANGUARD TAX MANAGED I... | 5 | 5 | 1.08% | 2.73% | 3.36% | Q4 2018 | Q4 2019 | 5 |
VOO | VANGUARD INDEX FDS | 5 | 5 | 0.48% | 2.69% | 4.18% | Q4 2018 | Q4 2019 | 5 |
AAPL | APPLE INC | 5 | 5 | 2.08% | 2.62% | 2.93% | Q4 2018 | Q4 2019 | 5 |
VYM | VANGUARD WHITEHALL FDS... | 5 | 5 | 2.24% | 2.54% | 3.24% | Q4 2018 | Q4 2019 | 5 |
IEFA | ISHARES TR | 5 | 5 | 1.71% | 2.31% | 3.08% | Q4 2018 | Q4 2019 | 5 |
IWV | ISHARES TR | 5 | 5 | 1.67% | 1.93% | 2.63% | Q4 2018 | Q4 2019 | 5 |
RSP | INVESCO EXCHANGE TRADE... | 5 | 5 | 1.43% | 1.91% | 2.73% | Q4 2018 | Q4 2019 | 5 |
IWD | ISHARES TR | 5 | 5 | 1.50% | 1.75% | 2.37% | Q4 2018 | Q4 2019 | 5 |
VWO | VANGUARD INTL EQUITY I... | 5 | 5 | 0.45% | 1.43% | 1.74% | Q4 2018 | Q4 2019 | 5 |
IJH | ISHARES TR | 5 | 5 | 1.13% | 1.29% | 1.57% | Q4 2018 | Q4 2019 | 5 |
PHYS | SPROTT PHYSICAL GOLD T... | 5 | 5 | 1.06% | 1.21% | 1.36% | Q4 2018 | Q4 2019 | 5 |
SDY | SPDR SERIES TRUST | 5 | 5 | 0.90% | 1.10% | 1.52% | Q4 2018 | Q4 2019 | 5 |
FB | FACEBOOK INC | 5 | 5 | 0.20% | 1.07% | 2.04% | Q4 2018 | Q4 2019 | 5 |
VNQ | VANGUARD INDEX FDS | 5 | 5 | 0.80% | 1.05% | 1.30% | Q4 2018 | Q4 2019 | 5 |
TXN | TEXAS INSTRS INC | 5 | 5 | 0.44% | 0.95% | 1.21% | Q4 2018 | Q4 2019 | 5 |
VIG | VANGUARD GROUP | 5 | 5 | 0.78% | 0.94% | 1.28% | Q4 2018 | Q4 2019 | 5 |
MSFT | MICROSOFT CORP | 5 | 5 | 0.81% | 0.90% | 1.05% | Q4 2018 | Q4 2019 | 5 |
JNJ | JOHNSON & JOHNSON | 5 | 5 | 0.62% | 0.88% | 1.27% | Q4 2018 | Q4 2019 | 5 |
IJR | ISHARES TR | 5 | 5 | 0.74% | 0.85% | 0.96% | Q4 2018 | Q4 2019 | 5 |
VTI | VANGUARD INDEX FDS | 5 | 5 | 0.61% | 0.84% | 1.07% | Q4 2018 | Q4 2019 | 5 |
IWM | ISHARES TR | 5 | 5 | 0.71% | 0.83% | 1.15% | Q4 2018 | Q4 2019 | 5 |
SCHB | SCHWAB STRATEGIC TR | 5 | 5 | 0.56% | 0.72% | 1.05% | Q4 2018 | Q4 2019 | 5 |
EFA | ISHARES TR | 5 | 5 | 0.60% | 0.72% | 0.97% | Q4 2018 | Q4 2019 | 5 |
STIP | ISHARES TR | 5 | 5 | 0.40% | 0.70% | 1.00% | Q4 2018 | Q4 2019 | 5 |
HD | HOME DEPOT INC | 5 | 5 | 0.58% | 0.68% | 0.84% | Q4 2018 | Q4 2019 | 5 |
SPY | SPDR S&P 500 ETF TR | 5 | 5 | 0.49% | 0.66% | 0.95% | Q4 2018 | Q4 2019 | 5 |
MUB | ISHARES TR | 5 | 5 | 0.50% | 0.63% | 0.91% | Q4 2018 | Q4 2019 | 5 |
BRKB | BERKSHIRE HATHAWAY INC... | 5 | 5 | 0.44% | 0.63% | 0.79% | Q4 2018 | Q4 2019 | 5 |
BSV | VANGUARD BD INDEX FD INC | 5 | 5 | 0.46% | 0.58% | 0.76% | Q4 2018 | Q4 2019 | 5 |
QQQ | INVESCO QQQ TR | 5 | 5 | 0.54% | 0.57% | 0.65% | Q4 2018 | Q4 2019 | 5 |
PFE | PFIZER INC | 5 | 5 | 0.39% | 0.57% | 0.92% | Q4 2018 | Q4 2019 | 5 |
VGK | VANGUARD INTL EQUITY I... | 5 | 5 | 0.29% | 0.57% | 1.08% | Q4 2018 | Q4 2019 | 5 |
AMZN | AMAZON COM INC | 5 | 5 | 0.52% | 0.55% | 0.61% | Q4 2018 | Q4 2019 | 5 |
IEMG | ISHARES INC | 5 | 5 | 0.42% | 0.53% | 0.60% | Q4 2018 | Q4 2019 | 5 |
LMT | LOCKHEED MARTIN CORP | 5 | 5 | 0.40% | 0.52% | 0.72% | Q4 2018 | Q4 2019 | 5 |
CVX | CHEVRON CORP NEW | 5 | 5 | 0.35% | 0.52% | 0.78% | Q4 2018 | Q4 2019 | 5 |
EEM | ISHARES TR | 5 | 5 | 0.36% | 0.47% | 0.64% | Q4 2018 | Q4 2019 | 5 |
MRK | MERCK & CO INC | 5 | 5 | 0.32% | 0.46% | 0.62% | Q4 2018 | Q4 2019 | 5 |
IBMI | ISHARES TR | 5 | 5 | 0.41% | 0.44% | 0.45% | Q4 2018 | Q4 2019 | 5 |
MA | MASTERCARD INCORPORATED | 5 | 5 | 0.30% | 0.42% | 0.83% | Q4 2018 | Q4 2019 | 5 |
SCHE | SCHWAB STRATEGIC TR | 5 | 5 | 0.29% | 0.41% | 0.64% | Q4 2018 | Q4 2019 | 5 |
COST | COSTCO WHSL CORP NEW | 5 | 5 | 0.35% | 0.40% | 0.44% | Q4 2018 | Q4 2019 | 5 |
MERC | MERCER INTL INC | 5 | 5 | 0.07% | 0.39% | 0.68% | Q4 2018 | Q4 2019 | 5 |
CSCO | CISCO SYS INC | 5 | 5 | 0.26% | 0.39% | 0.59% | Q4 2018 | Q4 2019 | 5 |
WM | WASTE MGMT INC DEL | 5 | 5 | 0.28% | 0.39% | 0.53% | Q4 2018 | Q4 2019 | 5 |
SCHF | SCHWAB STRATEGIC TR | 5 | 5 | 0.27% | 0.39% | 0.60% | Q4 2018 | Q4 2019 | 5 |
IBMJ | ISHARES TR | 5 | 5 | 0.35% | 0.38% | 0.40% | Q4 2018 | Q4 2019 | 5 |
DIS | DISNEY WALT CO | 5 | 5 | 0.29% | 0.38% | 0.60% | Q4 2018 | Q4 2019 | 5 |
FDN | FIRST TR EXCHANGE TRAD... | 5 | 5 | 0.28% | 0.36% | 0.49% | Q4 2018 | Q4 2019 | 5 |
PKI | PERKINELMER INC | 5 | 5 | 0.21% | 0.36% | 0.48% | Q4 2018 | Q4 2019 | 5 |
BND | VANGUARD BD INDEX FD INC | 5 | 5 | 0.09% | 0.35% | 0.97% | Q4 2018 | Q4 2019 | 5 |
IWO | ISHARES TR | 5 | 5 | 0.28% | 0.35% | 0.50% | Q4 2018 | Q4 2019 | 5 |
IBDL | ISHARES TR | 5 | 5 | 0.28% | 0.35% | 0.43% | Q4 2018 | Q4 2019 | 5 |
MDY | SPDR S&P MIDCAP 400 ET... | 5 | 5 | 0.30% | 0.34% | 0.43% | Q4 2018 | Q4 2019 | 5 |
BAC | BANK AMER CORP | 5 | 5 | 0.27% | 0.34% | 0.42% | Q4 2018 | Q4 2019 | 5 |
SCHX | SCHWAB STRATEGIC TR | 5 | 5 | 0.26% | 0.33% | 0.38% | Q4 2018 | Q4 2019 | 5 |
BA | BOEING CO | 5 | 5 | 0.22% | 0.32% | 0.40% | Q4 2018 | Q4 2019 | 5 |
SPLG | SPDR SERIES TRUST | 5 | 5 | 0.28% | 0.32% | 0.36% | Q4 2018 | Q4 2019 | 5 |
JPM | JPMORGAN CHASE & CO | 5 | 5 | 0.27% | 0.31% | 0.38% | Q4 2018 | Q4 2019 | 5 |
GOOGL | ALPHABET INC | 5 | 5 | 0.26% | 0.31% | 0.36% | Q4 2018 | Q4 2019 | 5 |
IBDM | ISHARES TR | 5 | 5 | 0.24% | 0.30% | 0.36% | Q4 2018 | Q4 2019 | 5 |
IWR | ISHARES TR | 5 | 5 | 0.09% | 0.30% | 0.39% | Q4 2018 | Q4 2019 | 5 |
DVY | ISHARES TR | 5 | 5 | 0.28% | 0.30% | 0.36% | Q4 2018 | Q4 2019 | 5 |
GOOG | ALPHABET INC | 5 | 5 | 0.22% | 0.30% | 0.36% | Q4 2018 | Q4 2019 | 5 |
VUG | VANGUARD INDEX FDS | 5 | 5 | 0.12% | 0.30% | 0.62% | Q4 2018 | Q4 2019 | 5 |
IJS | ISHARES TR | 5 | 5 | 0.26% | 0.29% | 0.35% | Q4 2018 | Q4 2019 | 5 |
ABBV | ABBVIE INC | 5 | 5 | 0.19% | 0.29% | 0.53% | Q4 2018 | Q4 2019 | 5 |
ETG | EATON VANCE TX ADV GLB... | 5 | 5 | 0.12% | 0.29% | 0.50% | Q4 2018 | Q4 2019 | 5 |
RLJ | RLJ LODGING TR | 5 | 5 | 0.14% | 0.28% | 0.47% | Q4 2018 | Q4 2019 | 5 |
IBMK | ISHARES TR | 5 | 5 | 0.24% | 0.28% | 0.34% | Q4 2018 | Q4 2019 | 5 |
SCHG | SCHWAB STRATEGIC TR | 5 | 5 | 0.14% | 0.28% | 0.38% | Q4 2018 | Q4 2019 | 5 |
WFC | WELLS FARGO CO NEW | 5 | 5 | 0.20% | 0.28% | 0.39% | Q4 2018 | Q4 2019 | 5 |
F | FORD MTR CO DEL | 5 | 5 | 0.06% | 0.27% | 0.42% | Q4 2018 | Q4 2019 | 5 |
DTH | WISDOMTREE TR | 5 | 5 | 0.20% | 0.27% | 0.36% | Q4 2018 | Q4 2019 | 5 |
XOM | EXXON MOBIL CORP | 5 | 5 | 0.19% | 0.27% | 0.36% | Q4 2018 | Q4 2019 | 5 |
DES | WISDOMTREE TR | 5 | 5 | 0.20% | 0.27% | 0.39% | Q4 2018 | Q4 2019 | 5 |
IEV | ISHARES TR | 5 | 5 | 0.13% | 0.25% | 0.50% | Q4 2018 | Q4 2019 | 5 |
T | AT&T INC | 5 | 5 | 0.22% | 0.25% | 0.32% | Q4 2018 | Q4 2019 | 5 |
PEY | INVESCO EXCHANGE TRADE... | 5 | 5 | 0.17% | 0.25% | 0.38% | Q4 2018 | Q4 2019 | 5 |
AMGN | AMGEN INC | 5 | 5 | 0.21% | 0.25% | 0.37% | Q4 2018 | Q4 2019 | 5 |
VZ | VERIZON COMMUNICATIONS... | 5 | 5 | 0.23% | 0.25% | 0.29% | Q4 2018 | Q4 2019 | 5 |
DBEU | DBX ETF TR | 5 | 5 | 0.15% | 0.25% | 0.49% | Q4 2018 | Q4 2019 | 5 |
EW | EDWARDS LIFESCIENCES CORP | 5 | 5 | 0.21% | 0.25% | 0.30% | Q4 2018 | Q4 2019 | 5 |
DLR | DIGITAL RLTY TR INC | 5 | 5 | 0.13% | 0.25% | 0.32% | Q4 2018 | Q4 2019 | 5 |
IVE | ISHARES TR | 5 | 5 | 0.17% | 0.25% | 0.29% | Q4 2018 | Q4 2019 | 5 |
SBUX | STARBUCKS CORP | 5 | 5 | 0.19% | 0.23% | 0.29% | Q4 2018 | Q4 2019 | 5 |
USB | US BANCORP DEL | 5 | 5 | 0.15% | 0.22% | 0.32% | Q4 2018 | Q4 2019 | 5 |
SCHA | SCHWAB STRATEGIC TR | 5 | 5 | 0.17% | 0.22% | 0.32% | Q4 2018 | Q4 2019 | 5 |
NVS | NOVARTIS A G | 5 | 5 | 0.16% | 0.22% | 0.33% | Q4 2018 | Q4 2019 | 5 |
FDL | FIRST TR MORNINGSTAR D... | 5 | 5 | 0.16% | 0.21% | 0.32% | Q4 2018 | Q4 2019 | 5 |
IWN | ISHARES TR | 5 | 5 | 0.18% | 0.21% | 0.29% | Q4 2018 | Q4 2019 | 5 |
PYPL | PAYPAL HLDGS INC | 5 | 5 | 0.19% | 0.21% | 0.23% | Q4 2018 | Q4 2019 | 5 |
INTC | INTEL CORP | 5 | 5 | 0.16% | 0.21% | 0.27% | Q4 2018 | Q4 2019 | 5 |
MCD | MCDONALDS CORP | 5 | 5 | 0.13% | 0.21% | 0.28% | Q4 2018 | Q4 2019 | 5 |
TOTL | SSGA ACTIVE ETF TR | 5 | 5 | 0.11% | 0.20% | 0.31% | Q4 2018 | Q4 2019 | 5 |
SPBO | SPDR SERIES TRUST | 5 | 5 | 0.14% | 0.20% | 0.32% | Q4 2018 | Q4 2019 | 5 |
SCHM | SCHWAB STRATEGIC TR | 5 | 5 | 0.16% | 0.20% | 0.24% | Q4 2018 | Q4 2019 | 5 |
WMT | WALMART INC | 5 | 5 | 0.15% | 0.19% | 0.23% | Q4 2018 | Q4 2019 | 5 |
IBM | INTERNATIONAL BUSINESS... | 5 | 5 | 0.12% | 0.19% | 0.28% | Q4 2018 | Q4 2019 | 5 |
SPDW | SPDR INDEX SHS FDS | 5 | 5 | 0.10% | 0.18% | 0.24% | Q4 2018 | Q4 2019 | 5 |
SDOG | ALPS ETF TR | 5 | 5 | 0.11% | 0.18% | 0.27% | Q4 2018 | Q4 2019 | 5 |
UTX | UNITED TECHNOLOGIES CORP | 5 | 5 | 0.16% | 0.17% | 0.20% | Q4 2018 | Q4 2019 | 5 |
OEF | ISHARES TR | 5 | 5 | 0.15% | 0.17% | 0.23% | Q4 2018 | Q4 2019 | 5 |
NOC | NORTHROP GRUMMAN CORP | 5 | 5 | 0.13% | 0.17% | 0.27% | Q4 2018 | Q4 2019 | 5 |
MCHP | MICROCHIP TECHNOLOGY INC | 5 | 5 | 0.15% | 0.17% | 0.22% | Q4 2018 | Q4 2019 | 5 |
CORP | PIMCO ETF TR | 5 | 5 | 0.10% | 0.17% | 0.29% | Q4 2018 | Q4 2019 | 5 |
NFLX | NETFLIX INC | 5 | 5 | 0.08% | 0.16% | 0.23% | Q4 2018 | Q4 2019 | 5 |
VTV | VANGUARD INDEX FDS | 5 | 5 | 0.07% | 0.16% | 0.26% | Q4 2018 | Q4 2019 | 5 |
PG | PROCTER & GAMBLE CO | 5 | 5 | 0.14% | 0.16% | 0.20% | Q4 2018 | Q4 2019 | 5 |
LAMR | LAMAR ADVERTISING CO NEW | 5 | 5 | 0.11% | 0.16% | 0.24% | Q4 2018 | Q4 2019 | 5 |
FXH | FIRST TR EXCHANGE TRAD... | 5 | 5 | 0.12% | 0.16% | 0.24% | Q4 2018 | Q4 2019 | 5 |
TMO | THERMO FISHER SCIENTIF... | 5 | 5 | 0.13% | 0.16% | 0.22% | Q4 2018 | Q4 2019 | 5 |
IUSG | ISHARES TR | 5 | 5 | 0.13% | 0.15% | 0.20% | Q4 2018 | Q4 2019 | 5 |
MMC | MARSH & MCLENNAN COS INC | 5 | 5 | 0.12% | 0.15% | 0.18% | Q4 2018 | Q4 2019 | 5 |
BRKA | BERKSHIRE HATHAWAY INC... | 5 | 5 | 0.12% | 0.15% | 0.22% | Q4 2018 | Q4 2019 | 5 |
PEP | PEPSICO INC | 5 | 5 | 0.06% | 0.15% | 0.25% | Q4 2018 | Q4 2019 | 5 |
AGG | ISHARES TR | 5 | 5 | 0.09% | 0.15% | 0.24% | Q4 2018 | Q4 2019 | 5 |
KMB | KIMBERLY CLARK CORP | 5 | 5 | 0.10% | 0.13% | 0.19% | Q4 2018 | Q4 2019 | 5 |
IVW | ISHARES TR | 5 | 5 | 0.09% | 0.13% | 0.19% | Q4 2018 | Q4 2019 | 5 |
IBDN | ISHARES TR | 5 | 5 | 0.11% | 0.13% | 0.16% | Q4 2018 | Q4 2019 | 5 |
AMT | AMERICAN TOWER CORP NEW | 5 | 5 | 0.12% | 0.13% | 0.16% | Q4 2018 | Q4 2019 | 5 |
VXUS | VANGUARD STAR FD | 5 | 5 | 0.11% | 0.13% | 0.16% | Q4 2018 | Q4 2019 | 5 |
SLYG | SPDR SERIES TRUST | 5 | 5 | 0.10% | 0.13% | 0.15% | Q4 2018 | Q4 2019 | 5 |
HON | HONEYWELL INTL INC | 5 | 5 | 0.11% | 0.13% | 0.16% | Q4 2018 | Q4 2019 | 5 |
SYK | STRYKER CORP | 5 | 5 | 0.10% | 0.13% | 0.20% | Q4 2018 | Q4 2019 | 5 |
PWB | INVESCO EXCHANGE TRADE... | 5 | 5 | 0.10% | 0.13% | 0.17% | Q4 2018 | Q4 2019 | 5 |
LLY | LILLY ELI & CO | 5 | 5 | 0.05% | 0.12% | 0.20% | Q4 2018 | Q4 2019 | 5 |
BMY | BRISTOL MYERS SQUIBB CO | 5 | 5 | 0.09% | 0.12% | 0.20% | Q4 2018 | Q4 2019 | 5 |
ORCL | ORACLE CORP | 5 | 5 | 0.10% | 0.12% | 0.18% | Q4 2018 | Q4 2019 | 5 |
MMM | 3M CO | 5 | 5 | 0.08% | 0.12% | 0.22% | Q4 2018 | Q4 2019 | 5 |
NVDA | NVIDIA CORP | 5 | 5 | 0.05% | 0.12% | 0.20% | Q4 2018 | Q4 2019 | 5 |
TFX | TELEFLEX INC | 5 | 5 | 0.11% | 0.12% | 0.15% | Q4 2018 | Q4 2019 | 5 |
V | VISA INC | 5 | 5 | 0.07% | 0.12% | 0.18% | Q4 2018 | Q4 2019 | 5 |
UNP | UNION PACIFIC CORP | 5 | 5 | 0.10% | 0.11% | 0.14% | Q4 2018 | Q4 2019 | 5 |
EDIT | EDITAS MEDICINE INC | 5 | 5 | 0.08% | 0.11% | 0.17% | Q4 2018 | Q4 2019 | 5 |
ITOT | ISHARES TR | 5 | 5 | 0.06% | 0.11% | 0.27% | Q4 2018 | Q4 2019 | 5 |
WTMF | WISDOMTREE TR | 5 | 5 | 0.06% | 0.11% | 0.19% | Q4 2018 | Q4 2019 | 5 |
SCHV | SCHWAB STRATEGIC TR | 5 | 5 | 0.07% | 0.11% | 0.16% | Q4 2018 | Q4 2019 | 5 |
SCHD | SCHWAB STRATEGIC TR | 5 | 5 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q4 2019 | 5 |
GE | GENERAL ELECTRIC CO | 5 | 5 | 0.08% | 0.11% | 0.15% | Q4 2018 | Q4 2019 | 5 |
EQIX | EQUINIX INC | 5 | 5 | 0.09% | 0.10% | 0.12% | Q4 2018 | Q4 2019 | 5 |
WBA | WALGREENS BOOTS ALLIAN... | 5 | 5 | 0.07% | 0.10% | 0.15% | Q4 2018 | Q4 2019 | 5 |
RWO | SPDR INDEX SHS FDS | 5 | 5 | 0.08% | 0.10% | 0.14% | Q4 2018 | Q4 2019 | 5 |
IWS | ISHARES TR | 5 | 5 | 0.08% | 0.10% | 0.13% | Q4 2018 | Q4 2019 | 5 |
C | CITIGROUP INC | 5 | 5 | 0.07% | 0.10% | 0.13% | Q4 2018 | Q4 2019 | 5 |
ANTM | ANTHEM INC | 5 | 5 | 0.07% | 0.09% | 0.14% | Q4 2018 | Q4 2019 | 5 |
IWP | ISHARES TR | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q4 2019 | 5 |
WMB | WILLIAMS COS INC DEL | 5 | 5 | 0.06% | 0.09% | 0.11% | Q4 2018 | Q4 2019 | 5 |
AXP | AMERICAN EXPRESS CO | 5 | 5 | 0.08% | 0.09% | 0.12% | Q4 2018 | Q4 2019 | 5 |
VNQI | VANGUARD INTL EQUITY I... | 5 | 5 | 0.07% | 0.09% | 0.11% | Q4 2018 | Q4 2019 | 5 |
IMH | IMPAC MTG HLDGS INC | 5 | 5 | 0.06% | 0.09% | 0.13% | Q4 2018 | Q4 2019 | 5 |
UHAL | AMERCO | 5 | 5 | 0.07% | 0.09% | 0.12% | Q4 2018 | Q4 2019 | 5 |
CAT | CATERPILLAR INC DEL | 5 | 5 | 0.06% | 0.09% | 0.13% | Q4 2018 | Q4 2019 | 5 |
KO | COCA COLA CO | 5 | 5 | 0.06% | 0.09% | 0.11% | Q4 2018 | Q4 2019 | 5 |
BABA | ALIBABA GROUP HLDG LTD | 5 | 5 | 0.07% | 0.08% | 0.12% | Q4 2018 | Q4 2019 | 5 |
HAIN | HAIN CELESTIAL GROUP INC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q4 2019 | 5 |
FXO | FIRST TR EXCHANGE TRAD... | 5 | 5 | 0.07% | 0.08% | 0.11% | Q4 2018 | Q4 2019 | 5 |
EIM | EATON VANCE MUN BD FD | 5 | 5 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q4 2019 | 5 |
LOW | LOWES COS INC | 5 | 5 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q4 2019 | 5 |
DLTR | DOLLAR TREE INC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q4 2019 | 5 |
FSK | FS KKR CAPITAL CORP | 5 | 5 | 0.04% | 0.08% | 0.19% | Q4 2018 | Q4 2019 | 5 |
SOXX | ISHARES TR | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q4 2019 | 5 |
TIP | ISHARES TR | 5 | 5 | 0.05% | 0.08% | 0.12% | Q4 2018 | Q4 2019 | 5 |
SPEU | SPDR INDEX SHS FDS | 5 | 5 | 0.05% | 0.08% | 0.13% | Q4 2018 | Q4 2019 | 5 |
BK | BANK NEW YORK MELLON CORP | 5 | 5 | 0.06% | 0.07% | 0.12% | Q4 2018 | Q4 2019 | 5 |
TD | TORONTO DOMINION BK ONT | 5 | 5 | 0.06% | 0.07% | 0.10% | Q4 2018 | Q4 2019 | 5 |
MUA | BLACKROCK MUNIASSETS F... | 5 | 5 | 0.06% | 0.07% | 0.10% | Q4 2018 | Q4 2019 | 5 |
CMCSA | COMCAST CORP NEW | 5 | 5 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q4 2019 | 5 |
SO | SOUTHERN CO | 5 | 5 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q4 2019 | 5 |
DEM | WISDOMTREE TR | 5 | 5 | 0.05% | 0.07% | 0.08% | Q4 2018 | Q4 2019 | 5 |
O | REALTY INCOME CORP | 5 | 5 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q4 2019 | 5 |
IOO | ISHARES TR | 5 | 5 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q4 2019 | 5 |
FDRR | FIDELITY COVINGTON TR | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q4 2019 | 5 |
CL | COLGATE PALMOLIVE CO | 5 | 5 | 0.05% | 0.07% | 0.08% | Q4 2018 | Q4 2019 | 5 |
CSX | CSX CORP | 5 | 5 | 0.06% | 0.06% | 0.08% | Q4 2018 | Q4 2019 | 5 |
ORLY | O REILLY AUTOMOTIVE IN... | 5 | 5 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q4 2019 | 5 |
COP | CONOCOPHILLIPS | 5 | 5 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q4 2019 | 5 |
FXD | FIRST TR EXCHANGE TRAD... | 5 | 5 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q4 2019 | 5 |
KRE | SPDR SERIES TRUST | 5 | 5 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q4 2019 | 5 |
FMB | FIRST TR EXCHANG TRADE... | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q4 2019 | 5 |
HCHC | HC2 HLDGS INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
JPST | JP MORGAN EXCHANGE TRA... | 4 | 4 | 3.92% | 4.51% | 5.07% | Q1 2019 | Q4 2019 | 4 |
PULS | PGIM ETF TR | 4 | 4 | 3.18% | 3.67% | 4.09% | Q1 2019 | Q4 2019 | 4 |
VXF | VANGUARD INDEX FDS | 4 | 4 | 2.79% | 2.91% | 3.02% | Q1 2019 | Q4 2019 | 4 |
PPBI | PACIFIC PREMIER BANCORP | 3 | 1 | 1.88% | 2.23% | 3.08% | Q4 2018 | Q4 2019 | 4 |
VBK | VANGUARD INDEX FDS | 4 | 4 | 0.05% | 0.51% | 0.87% | Q1 2019 | Q4 2019 | 4 |
IBDK | ISHARES TR | 4 | 4 | 0.38% | 0.42% | 0.51% | Q4 2018 | Q3 2019 | 4 |
VONE | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.38% | 0.39% | 0.40% | Q1 2019 | Q4 2019 | 4 |
SLG | SL GREEN RLTY CORP | 4 | 4 | 0.23% | 0.25% | 0.28% | Q1 2019 | Q4 2019 | 4 |
PANW | PALO ALTO NETWORKS INC | 4 | 4 | 0.14% | 0.17% | 0.22% | Q4 2018 | Q3 2019 | 4 |
TRI | THOMSON REUTERS CORP | 4 | 4 | 0.12% | 0.16% | 0.17% | Q1 2019 | Q4 2019 | 4 |
BIL | SPDR SER TR | 3 | 1 | 0.06% | 0.13% | 0.22% | Q4 2018 | Q4 2019 | 4 |
SHY | ISHARES TR | 4 | 4 | 0.04% | 0.13% | 0.16% | Q1 2019 | Q4 2019 | 4 |
ED | CONSOLIDATED EDISON INC | 4 | 4 | 0.08% | 0.11% | 0.16% | Q4 2018 | Q3 2019 | 4 |
CHTR | CHARTER COMMUNICATIONS... | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2018 | Q3 2019 | 4 |
GSK | GLAXOSMITHKLINE PLC | 3 | 1 | 0.07% | 0.09% | 0.12% | Q4 2018 | Q4 2019 | 4 |
RACE | FERRARI N V | 3 | 1 | 0.08% | 0.08% | 0.10% | Q4 2018 | Q4 2019 | 4 |
ACWI | ISHARES TR | 4 | 4 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q4 2019 | 4 |
DTE | DTE ENERGY CO | 3 | 1 | 0.07% | 0.08% | 0.11% | Q4 2018 | Q4 2019 | 4 |
UN | UNILEVER N V | 4 | 4 | 0.04% | 0.08% | 0.12% | Q1 2019 | Q4 2019 | 4 |
SPMD | SPDR SERIES TRUST | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2019 | Q4 2019 | 4 |
PROV | PROVIDENT FINL HLDGS INC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q4 2019 | 4 |
DHR | DANAHER CORPORATION | 3 | 1 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q4 2019 | 4 |
MDT | MEDTRONIC PLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q3 2019 | 4 |
IJJ | ISHARES TR | 4 | 4 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q4 2019 | 4 |
FCAU | FIAT CHRYSLER AUTOMOBI... | 3 | 1 | 0.04% | 0.05% | 0.08% | Q4 2018 | Q4 2019 | 4 |
VRTX | VERTEX PHARMACEUTICALS... | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q4 2019 | 4 |
LOOP | LOOP INDS INC | 3 | 1 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q4 2019 | 4 |
FARM | FARMER BROS CO | 4 | 4 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q3 2019 | 4 |
AEP | AMERICAN ELEC PWR CO INC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q4 2019 | 4 |
MO | ALTRIA GROUP INC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q4 2019 | 4 |
NTG | TORTOISE MLP FD INC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2019 | 4 |
ACC | AMERICAN CAMPUS CMNTYS... | 2 | 1 | 2.01% | 2.23% | 2.45% | Q1 2019 | Q4 2019 | 3 |
VO | VANGUARD INDEX FDS | 3 | 3 | 0.20% | 0.91% | 1.39% | Q2 2019 | Q4 2019 | 3 |
IBMH | ISHARES TR | 3 | 3 | 0.41% | 0.43% | 0.46% | Q4 2018 | Q2 2019 | 3 |
SPEM | SPDR INDEX SHS FDS | 3 | 3 | 0.13% | 0.37% | 0.54% | Q2 2019 | Q4 2019 | 3 |
EV | EATON VANCE CORP | 2 | 1 | 0.28% | 0.33% | 0.36% | Q1 2019 | Q4 2019 | 3 |
NKE | NIKE INC | 3 | 3 | 0.16% | 0.20% | 0.28% | Q4 2018 | Q2 2019 | 3 |
MTUM | ISHARES TR | 3 | 3 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q3 2019 | 3 |
WDAY | WORKDAY INC | 3 | 3 | 0.08% | 0.15% | 0.25% | Q2 2019 | Q4 2019 | 3 |
AMAT | APPLIED MATLS INC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q4 2018 | Q2 2019 | 3 |
MLPA | GLOBAL X FDS | 3 | 3 | 0.05% | 0.12% | 0.18% | Q2 2019 | Q4 2019 | 3 |
SCHZ | SCHWAB STRATEGIC TR | 3 | 3 | 0.06% | 0.10% | 0.12% | Q2 2019 | Q4 2019 | 3 |
ITW | ILLINOIS TOOL WKS INC | 3 | 3 | 0.08% | 0.09% | 0.12% | Q4 2018 | Q2 2019 | 3 |
XLV | SELECT SECTOR SPDR TR | 3 | 3 | 0.07% | 0.09% | 0.13% | Q1 2019 | Q3 2019 | 3 |
ABT | ABBOTT LABS | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q2 2019 | 3 |
ES | EVERSOURCE ENERGY | 2 | 1 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q3 2019 | 3 |
DOMO | DOMO INC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q2 2019 | Q4 2019 | 3 |
DEO | DIAGEO P L C | 3 | 3 | 0.07% | 0.07% | 0.09% | Q4 2018 | Q2 2019 | 3 |
EPD | ENTERPRISE PRODS PARTN... | 2 | 1 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q4 2019 | 3 |
QUAL | ISHARES TR | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q3 2019 | 3 |
GS | GOLDMAN SACHS GROUP INC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q3 2019 | 3 |
IAU | ISHARES GOLD TRUST | 2 | 1 | 0.03% | 0.06% | 0.09% | Q1 2019 | Q4 2019 | 3 |
HPQ | HP INC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q2 2019 | 3 |
EIX | EDISON INTL | 3 | 3 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q2 2019 | 3 |
LBAI | LAKELAND BANCORP INC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q4 2019 | 3 |
PM | PHILIP MORRIS INTL INC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q4 2019 | 3 |
KXI | ISHARES TR | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q3 2019 | 3 |
IR | INGERSOLL-RAND PLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 3 |
XLU | SELECT SECTOR SPDR TR | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 3 |
CCI | CROWN CASTLE INTL CORP... | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 3 |
RYT | INVESCO EXCHANGE TRADE... | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
ACB | AURORA CANNABIS INC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 3 |
UPS | UNITED PARCEL SERVICE INC | 2 | 2 | 0.30% | 0.33% | 0.35% | Q3 2019 | Q4 2019 | 2 |
NTP | NAM TAI PPTY INC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q1 2019 | Q2 2019 | 2 |
VWOB | VANGUARD WHITEHALL FDS... | 2 | 2 | 0.11% | 0.20% | 0.29% | Q3 2019 | Q4 2019 | 2 |
EFG | ISHARES TR | 2 | 2 | 0.14% | 0.18% | 0.22% | Q4 2018 | Q1 2019 | 2 |
AMCX | AMC NETWORKS INC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q1 2019 | Q2 2019 | 2 |
XLK | SELECT SECTOR SPDR TR | 1 | 1 | 0.08% | 0.11% | 0.14% | Q4 2018 | Q3 2019 | 2 |
ESGD | ISHARES TR | 2 | 2 | 0.09% | 0.11% | 0.12% | Q3 2019 | Q4 2019 | 2 |
IXUS | ISHARES TR | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2019 | Q4 2019 | 2 |
REG | REGENCY CTRS CORP | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q2 2019 | 2 |
DWDP | DOWDUPONT INC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2018 | Q1 2019 | 2 |
PCI | PIMCO DYNMIC CREDIT AN... | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2019 | Q4 2019 | 2 |
KIM | KIMCO RLTY CORP | 2 | 2 | 0.08% | 0.10% | 0.11% | Q1 2019 | Q2 2019 | 2 |
DIA | SPDR DOW JONES INDL AV... | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2019 | Q4 2019 | 2 |
MINT | PIMCO ETF TR | 2 | 2 | 0.06% | 0.08% | 0.11% | Q3 2019 | Q4 2019 | 2 |
SCZ | ISHARES TR | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2019 | Q4 2019 | 2 |
VER | VEREIT INC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q2 2019 | 2 |
PNC | PNC FINL SVCS GROUP INC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2019 | Q4 2019 | 2 |
HST | HOST HOTELS & RESORTS INC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q2 2019 | 2 |
GBIL | GOLDMAN SACHS ETF TR | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q4 2019 | 2 |
XLP | SELECT SECTOR SPDR TR | 2 | 2 | 0.04% | 0.06% | 0.09% | Q3 2019 | Q4 2019 | 2 |
OGE | OGE ENERGY CORP | 1 | 1 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q3 2019 | 2 |
STC | STEWART INFORMATION SV... | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q2 2019 | 2 |
XEL | XCEL ENERGY INC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q4 2019 | 2 |
ISRG | INTUITIVE SURGICAL INC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q4 2019 | 2 |
ET | ENERGY TRANSFER LP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
APPF | APPFOLIO INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 2 |
IBDO | ISHARES TR | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q4 2019 | 2 |
TSLA | TESLA INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
BBBY | BED BATH & BEYOND INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q2 2019 | 2 |
YUM | YUM BRANDS INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
USFR | WISDOMTREE TR | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q2 2019 | 2 |
ROST | ROSS STORES INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q4 2019 | 2 |
BAX | BAXTER INTL INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q4 2019 | 2 |
VLY | VALLEY NATL BANCORP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
ISBC | INVESTORS BANCORP INC NEW | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
LUMN | CENTURYLINK INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
SIRI | SIRIUS XM HLDGS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
ATEC | ALPHATEC HOLDINGS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
HEXO | HEXO CORP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
WTER | ALKALINE WTR CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
OBELF | OBSIDIAN ENERGY LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
NAK | NORTHERN DYNASTY MINER... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
SUB | ISHARES TR | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2019 | Q4 2019 | 1 |
CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2019 | Q4 2019 | 1 |
VNO | VORNADO RLTY TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
NCZ | ALLIANZGI CONV INCOME ... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
LALT | INVESCO ACTIVELY MANAG... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
TRV | TRAVELERS COMPANIES INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
GLD | SPDR GOLD TRUST | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
FFIN | FIRST FINL BANKSHARES | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
D | DOMINION ENERGY INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
BNDX | VANGUARD CHARLOTTE FDS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
FRBA | FIRST BANK WILLIAMSTOW... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
FVD | FIRST TR VALUE LINE DI... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
SHM | SPDR SERIES TRUST | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
XLY | SELECT SECTOR SPDR TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
PPL | PPL CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
JBGS | JBG SMITH PPTYS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
INTU | INTUIT | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
IBMO | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
SPGI | S&P GLOBAL INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
NEE | NEXTERA ENERGY INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
IUSV | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
NOW | SERVICENOW INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
EL | LAUDER ESTEE COS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
WB | WEIBO CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
IBMP | ISHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
IBMQ | ISHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
ESGE | ISHARES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
DUK | DUKE ENERGY CORP NEW | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
HWC | HANCOCK WHITNEY CORPOR... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
MKC | MCCORMICK & CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
IBML | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
SCHP | SCHWAB STRATEGIC TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
PRU | PRUDENTIAL FINL INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
VEU | VANGUARD INTL EQUITY I... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
DHY | CREDIT SUISSE HIGH YLD... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
ERI | ELDORADO RESORTS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
AVGO | BROADCOM INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
SPYG | SPDR SERIES TRUST | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
SHYG | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
TJX | TJX COS INC NEW | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
VB | VANGUARD INDEX FDS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
ENB | ENBRIDGE INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
CVS | CVS HEALTH CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
UNH | UNITEDHEALTH GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
DE | DEERE & CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
OBE | OBSIDIAN ENERGY LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
PULM | PULMATRIX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NIO | NIO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NNVC | NANOVIRICIDES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MDT | MEDTRONIC PLC | 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, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Beacon Pointe Wealth Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Beacon Pointe Wealth Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Beacon Pointe Wealth Advisors, LLC owns currently or has owned in the past.