483 is the total number of securities Private Portfolio Partners LLC has owned. The longest Private Portfolio Partners LLC has owned a single stock is 20 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VUG | VANGUARD INDEX FDS | 20 | 20 | 5.54% | 7.22% | 8.51% | Q4 2018 | Q3 2023 | 20 |
VTV | VANGUARD INDEX FDS | 20 | 20 | 5.63% | 7.10% | 8.40% | Q4 2018 | Q3 2023 | 20 |
VBK | VANGUARD INDEX FDS | 20 | 20 | 2.83% | 3.57% | 4.17% | Q4 2018 | Q3 2023 | 20 |
VBR | VANGUARD INDEX FDS | 20 | 20 | 2.29% | 2.73% | 3.13% | Q4 2018 | Q3 2023 | 20 |
VWO | VANGUARD INTL EQUITY I... | 20 | 20 | 1.85% | 2.38% | 3.42% | Q4 2018 | Q3 2023 | 20 |
AAPL | APPLE INC | 20 | 20 | 1.65% | 2.33% | 2.85% | Q4 2018 | Q3 2023 | 20 |
TIP | ISHARES TR | 20 | 20 | 1.25% | 1.82% | 2.35% | Q4 2018 | Q3 2023 | 20 |
HEDJ | WISDOMTREE TR | 20 | 20 | 1.49% | 1.68% | 1.90% | Q4 2018 | Q3 2023 | 20 |
SCZ | ISHARES TR | 20 | 20 | 1.35% | 1.65% | 1.97% | Q4 2018 | Q3 2023 | 20 |
VB | VANGUARD INDEX FDS | 20 | 20 | 1.19% | 1.45% | 1.78% | Q4 2018 | Q3 2023 | 20 |
EEM | ISHARES TR | 20 | 20 | 0.93% | 1.44% | 2.55% | Q4 2018 | Q3 2023 | 20 |
MUB | ISHARES TR | 20 | 20 | 0.17% | 1.35% | 3.00% | Q4 2018 | Q3 2023 | 20 |
IVV | ISHARES TR | 20 | 20 | 0.26% | 1.31% | 2.54% | Q4 2018 | Q3 2023 | 20 |
SPY | SPDR S&P 500 ETF TR | 20 | 20 | 1.05% | 1.27% | 1.62% | Q4 2018 | Q3 2023 | 20 |
VEA | VANGUARD TAX-MANAGED I... | 20 | 20 | 0.96% | 1.26% | 1.66% | Q4 2018 | Q3 2023 | 20 |
MSFT | MICROSOFT CORP | 20 | 20 | 0.64% | 1.20% | 1.70% | Q4 2018 | Q3 2023 | 20 |
IEMG | ISHARES INC | 20 | 20 | 0.26% | 1.13% | 1.60% | Q4 2018 | Q3 2023 | 20 |
SUB | ISHARES TR | 20 | 20 | 0.55% | 1.12% | 1.73% | Q4 2018 | Q3 2023 | 20 |
IEF | ISHARES TR | 20 | 20 | 0.25% | 1.11% | 2.44% | Q4 2018 | Q3 2023 | 20 |
IWF | ISHARES TR | 20 | 20 | 0.68% | 1.07% | 1.96% | Q4 2018 | Q3 2023 | 20 |
EFG | ISHARES TR | 20 | 20 | 0.13% | 1.06% | 2.38% | Q4 2018 | Q3 2023 | 20 |
VOO | VANGUARD INDEX FDS | 20 | 20 | 0.81% | 1.01% | 1.30% | Q4 2018 | Q3 2023 | 20 |
VIG | VANGUARD SPECIALIZED F... | 20 | 20 | 0.70% | 0.93% | 1.20% | Q4 2018 | Q3 2023 | 20 |
AMZN | AMAZON COM INC | 20 | 20 | 0.47% | 0.88% | 1.36% | Q4 2018 | Q3 2023 | 20 |
XOM | EXXON MOBIL CORP | 20 | 20 | 0.57% | 0.84% | 1.25% | Q4 2018 | Q3 2023 | 20 |
EMB | ISHARES TR | 20 | 20 | 0.38% | 0.79% | 1.22% | Q4 2018 | Q3 2023 | 20 |
BMY | BRISTOL-MYERS SQUIBB CO | 20 | 20 | 0.46% | 0.78% | 1.12% | Q4 2018 | Q3 2023 | 20 |
VTI | VANGUARD INDEX FDS | 20 | 20 | 0.62% | 0.77% | 0.90% | Q4 2018 | Q3 2023 | 20 |
QQQ | INVESCO QQQ TR | 20 | 20 | 0.48% | 0.76% | 1.15% | Q4 2018 | Q3 2023 | 20 |
DXJ | WISDOMTREE TR | 20 | 20 | 0.15% | 0.75% | 1.13% | Q4 2018 | Q3 2023 | 20 |
SCHB | SCHWAB STRATEGIC TR | 20 | 20 | 0.55% | 0.70% | 0.87% | Q4 2018 | Q3 2023 | 20 |
VV | VANGUARD INDEX FDS | 20 | 20 | 0.53% | 0.66% | 0.79% | Q4 2018 | Q3 2023 | 20 |
DVY | ISHARES TR | 20 | 20 | 0.54% | 0.64% | 0.74% | Q4 2018 | Q3 2023 | 20 |
CVX | CHEVRON CORP NEW | 20 | 20 | 0.43% | 0.62% | 0.79% | Q4 2018 | Q3 2023 | 20 |
SCHD | SCHWAB STRATEGIC TR | 20 | 20 | 0.15% | 0.61% | 1.04% | Q4 2018 | Q3 2023 | 20 |
JNJ | JOHNSON & JOHNSON | 20 | 20 | 0.41% | 0.59% | 0.83% | Q4 2018 | Q3 2023 | 20 |
IJR | ISHARES TR | 20 | 20 | 0.34% | 0.58% | 1.05% | Q4 2018 | Q3 2023 | 20 |
RSP | INVESCO EXCHANGE TRADE... | 20 | 20 | 0.10% | 0.56% | 2.41% | Q4 2018 | Q3 2023 | 20 |
VSS | VANGUARD INTL EQUITY I... | 20 | 20 | 0.38% | 0.54% | 0.79% | Q4 2018 | Q3 2023 | 20 |
JPM | JPMORGAN CHASE & CO | 20 | 20 | 0.32% | 0.53% | 0.97% | Q4 2018 | Q3 2023 | 20 |
LQD | ISHARES TR | 20 | 20 | 0.10% | 0.51% | 1.48% | Q4 2018 | Q3 2023 | 20 |
MOAT | VANECK VECTORS ETF TRUST | 20 | 20 | 0.23% | 0.50% | 0.64% | Q4 2018 | Q3 2023 | 20 |
IWM | ISHARES TR | 20 | 20 | 0.24% | 0.48% | 0.61% | Q4 2018 | Q3 2023 | 20 |
VO | VANGUARD INDEX FDS | 20 | 20 | 0.35% | 0.48% | 0.58% | Q4 2018 | Q3 2023 | 20 |
VZ | VERIZON COMMUNICATIONS... | 20 | 20 | 0.23% | 0.48% | 0.77% | Q4 2018 | Q3 2023 | 20 |
T | AT&T INC | 20 | 20 | 0.12% | 0.47% | 0.77% | Q4 2018 | Q3 2023 | 20 |
GOOGL | ALPHABET INC | 20 | 20 | 0.32% | 0.46% | 0.62% | Q4 2018 | Q3 2023 | 20 |
XLF | SELECT SECTOR SPDR TR | 20 | 20 | 0.13% | 0.43% | 1.14% | Q4 2018 | Q3 2023 | 20 |
IWR | ISHARES TR | 20 | 20 | 0.27% | 0.43% | 0.72% | Q4 2018 | Q3 2023 | 20 |
VGT | VANGUARD WORLD FDS | 20 | 20 | 0.24% | 0.42% | 0.52% | Q4 2018 | Q3 2023 | 20 |
IWD | ISHARES TR | 20 | 20 | 0.22% | 0.39% | 0.70% | Q4 2018 | Q3 2023 | 20 |
VNQ | VANGUARD INDEX FDS | 20 | 20 | 0.27% | 0.38% | 0.55% | Q4 2018 | Q3 2023 | 20 |
VYM | VANGUARD WHITEHALL FDS... | 20 | 20 | 0.23% | 0.38% | 0.51% | Q4 2018 | Q3 2023 | 20 |
MO | ALTRIA GROUP INC | 20 | 20 | 0.32% | 0.38% | 0.44% | Q4 2018 | Q3 2023 | 20 |
IJH | ISHARES TR | 20 | 20 | 0.16% | 0.37% | 0.79% | Q4 2018 | Q3 2023 | 20 |
ABBV | ABBVIE INC | 20 | 20 | 0.20% | 0.37% | 0.48% | Q4 2018 | Q3 2023 | 20 |
MBB | ISHARES TR | 20 | 20 | 0.08% | 0.36% | 0.78% | Q4 2018 | Q3 2023 | 20 |
USMV | ISHARES TR | 20 | 20 | 0.07% | 0.36% | 0.83% | Q4 2018 | Q3 2023 | 20 |
BA | BOEING CO | 20 | 20 | 0.18% | 0.35% | 0.79% | Q4 2018 | Q3 2023 | 20 |
IEFA | ISHARES TR | 20 | 20 | 0.07% | 0.35% | 0.81% | Q4 2018 | Q3 2023 | 20 |
BRKB | BERKSHIRE HATHAWAY INC... | 20 | 20 | 0.24% | 0.34% | 0.41% | Q4 2018 | Q3 2023 | 20 |
UPS | UNITED PARCEL SERVICE INC | 20 | 20 | 0.18% | 0.33% | 0.43% | Q4 2018 | Q3 2023 | 20 |
XLV | SELECT SECTOR SPDR TR | 20 | 20 | 0.24% | 0.33% | 0.47% | Q4 2018 | Q3 2023 | 20 |
XLK | SELECT SECTOR SPDR TR | 20 | 20 | 0.25% | 0.33% | 0.41% | Q4 2018 | Q3 2023 | 20 |
HD | HOME DEPOT INC | 20 | 20 | 0.21% | 0.33% | 0.66% | Q4 2018 | Q3 2023 | 20 |
PG | PROCTER & GAMBLE CO | 20 | 20 | 0.21% | 0.31% | 0.42% | Q4 2018 | Q3 2023 | 20 |
GLD | SPDR GOLD TRUST | 20 | 20 | 0.23% | 0.29% | 0.42% | Q4 2018 | Q3 2023 | 20 |
MA | MASTERCARD INCORPORATED | 20 | 20 | 0.15% | 0.28% | 0.65% | Q4 2018 | Q3 2023 | 20 |
V | VISA INC | 20 | 20 | 0.21% | 0.27% | 0.35% | Q4 2018 | Q3 2023 | 20 |
MRK | MERCK & CO. INC | 20 | 20 | 0.12% | 0.27% | 0.71% | Q4 2018 | Q3 2023 | 20 |
FB | META PLATFORMS INC | 20 | 20 | 0.10% | 0.26% | 0.40% | Q4 2018 | Q3 2023 | 20 |
IWP | ISHARES TR | 20 | 20 | 0.14% | 0.26% | 0.43% | Q4 2018 | Q3 2023 | 20 |
BAC | BK OF AMERICA CORP | 20 | 20 | 0.09% | 0.26% | 0.59% | Q4 2018 | Q3 2023 | 20 |
SCHX | SCHWAB STRATEGIC TR | 20 | 20 | 0.17% | 0.26% | 0.81% | Q4 2018 | Q3 2023 | 20 |
PFE | PFIZER INC | 20 | 20 | 0.13% | 0.25% | 0.51% | Q4 2018 | Q3 2023 | 20 |
PPG | PPG INDS INC | 20 | 20 | 0.08% | 0.24% | 0.74% | Q4 2018 | Q3 2023 | 20 |
DIS | DISNEY WALT CO | 20 | 20 | 0.08% | 0.24% | 0.40% | Q4 2018 | Q3 2023 | 20 |
WMT | WALMART INC | 20 | 20 | 0.13% | 0.24% | 0.54% | Q4 2018 | Q3 2023 | 20 |
UNH | UNITEDHEALTH GROUP INC | 20 | 20 | 0.16% | 0.23% | 0.38% | Q4 2018 | Q3 2023 | 20 |
MCD | MCDONALDS CORP | 20 | 20 | 0.13% | 0.23% | 0.37% | Q4 2018 | Q3 2023 | 20 |
INTC | INTEL CORP | 20 | 20 | 0.11% | 0.22% | 0.42% | Q4 2018 | Q3 2023 | 20 |
SQ | SQUARE INC | 20 | 20 | 0.07% | 0.22% | 0.50% | Q4 2018 | Q3 2023 | 20 |
PEP | PEPSICO INC | 20 | 20 | 0.12% | 0.22% | 0.47% | Q4 2018 | Q3 2023 | 20 |
DIA | SPDR DOW JONES INDL AV... | 20 | 20 | 0.17% | 0.21% | 0.25% | Q4 2018 | Q3 2023 | 20 |
EFA | ISHARES TR | 20 | 20 | 0.12% | 0.21% | 0.48% | Q4 2018 | Q3 2023 | 20 |
MU | MICRON TECHNOLOGY INC | 20 | 20 | 0.10% | 0.20% | 0.36% | Q4 2018 | Q3 2023 | 20 |
CB | CHUBB LIMITED | 20 | 20 | 0.15% | 0.19% | 0.28% | Q4 2018 | Q3 2023 | 20 |
EQIX | EQUINIX INC | 20 | 20 | 0.11% | 0.19% | 0.34% | Q4 2018 | Q3 2023 | 20 |
HON | HONEYWELL INTL INC | 20 | 20 | 0.10% | 0.19% | 0.47% | Q4 2018 | Q3 2023 | 20 |
CSCO | CISCO SYS INC | 20 | 20 | 0.11% | 0.19% | 0.43% | Q4 2018 | Q3 2023 | 20 |
CWB | SPDR SER TR | 20 | 20 | 0.08% | 0.18% | 0.28% | Q4 2018 | Q3 2023 | 20 |
CVS | CVS HEALTH CORP | 20 | 20 | 0.10% | 0.18% | 0.25% | Q4 2018 | Q3 2023 | 20 |
ADP | AUTOMATIC DATA PROCESS... | 20 | 20 | 0.11% | 0.18% | 0.37% | Q4 2018 | Q3 2023 | 20 |
COST | COSTCO WHSL CORP NEW | 20 | 20 | 0.13% | 0.17% | 0.21% | Q4 2018 | Q3 2023 | 20 |
CMCSA | COMCAST CORP NEW | 20 | 20 | 0.09% | 0.16% | 0.28% | Q4 2018 | Q3 2023 | 20 |
FDN | FIRST TR NASDAQ-100 TE... | 20 | 20 | 0.07% | 0.16% | 0.25% | Q4 2018 | Q3 2023 | 20 |
IBM | INTERNATIONAL BUSINESS... | 20 | 20 | 0.11% | 0.15% | 0.20% | Q4 2018 | Q3 2023 | 20 |
NFLX | NETFLIX INC | 20 | 20 | 0.06% | 0.15% | 0.23% | Q4 2018 | Q3 2023 | 20 |
AEP | AMERICAN ELEC PWR INC | 20 | 20 | 0.08% | 0.14% | 0.22% | Q4 2018 | Q3 2023 | 20 |
IWO | ISHARES TR | 20 | 20 | 0.08% | 0.14% | 0.20% | Q4 2018 | Q3 2023 | 20 |
ROST | ROSS STORES INC | 20 | 20 | 0.07% | 0.14% | 0.25% | Q4 2018 | Q3 2023 | 20 |
UNP | UNION PACIFIC CORP | 20 | 20 | 0.10% | 0.14% | 0.20% | Q4 2018 | Q3 2023 | 20 |
ETHO | ETF MANAGERS TR | 20 | 20 | 0.10% | 0.13% | 0.16% | Q4 2018 | Q3 2023 | 20 |
JHMM | JOHN HANCOCK EXCHANGE ... | 20 | 20 | 0.11% | 0.13% | 0.15% | Q4 2018 | Q3 2023 | 20 |
IVW | ISHARES TR | 20 | 20 | 0.08% | 0.12% | 0.31% | Q4 2018 | Q3 2023 | 20 |
SLV | ISHARES SILVER TRUST | 20 | 20 | 0.07% | 0.12% | 0.18% | Q4 2018 | Q3 2023 | 20 |
JHSC | JOHN HANCOCK EXCHANGE ... | 20 | 20 | 0.10% | 0.12% | 0.14% | Q4 2018 | Q3 2023 | 20 |
EVT | EATON VANCE TAX ADVT D... | 20 | 20 | 0.07% | 0.11% | 0.19% | Q4 2018 | Q3 2023 | 20 |
ACN | ACCENTURE PLC IRELAND | 20 | 20 | 0.07% | 0.11% | 0.20% | Q4 2018 | Q3 2023 | 20 |
ITA | ISHARES TR | 20 | 20 | 0.06% | 0.11% | 0.23% | Q4 2018 | Q3 2023 | 20 |
HDV | ISHARES TR | 20 | 20 | 0.06% | 0.10% | 0.26% | Q4 2018 | Q3 2023 | 20 |
PFF | ISHARES TR | 19 | 19 | 0.06% | 0.38% | 0.59% | Q4 2018 | Q2 2023 | 19 |
QUAL | ISHARES TR | 19 | 19 | 0.12% | 0.18% | 0.58% | Q1 2019 | Q3 2023 | 19 |
XMLV | INVESCO EXCH TRADED FD... | 19 | 19 | 0.06% | 0.17% | 0.38% | Q4 2018 | Q2 2023 | 19 |
KO | COCA COLA CO | 14 | 5 | 0.10% | 0.17% | 0.27% | Q4 2018 | Q3 2023 | 19 |
ETN | EATON CORP PLC | 19 | 19 | 0.10% | 0.12% | 0.15% | Q1 2019 | Q3 2023 | 19 |
GOOG | ALPHABET INC | 13 | 6 | 0.06% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 19 |
VGK | VANGUARD INTL EQUITY I... | 14 | 5 | 0.06% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 19 |
ITOT | ISHARES TR | 13 | 5 | 0.09% | 0.32% | 1.04% | Q1 2019 | Q3 2023 | 18 |
PYPL | PAYPAL HLDGS INC | 18 | 18 | 0.07% | 0.29% | 0.52% | Q4 2018 | Q1 2023 | 18 |
DOW | DOW INC | 18 | 18 | 0.17% | 0.25% | 0.33% | Q2 2019 | Q3 2023 | 18 |
NVDA | NVIDIA CORPORATION | 18 | 18 | 0.10% | 0.25% | 0.56% | Q2 2019 | Q3 2023 | 18 |
ABT | ABBOTT LABS | 18 | 18 | 0.06% | 0.17% | 0.45% | Q2 2019 | Q3 2023 | 18 |
QCOM | QUALCOMM INC | 18 | 18 | 0.12% | 0.16% | 0.22% | Q2 2019 | Q3 2023 | 18 |
ISRG | INTUITIVE SURGICAL INC | 18 | 18 | 0.10% | 0.16% | 0.25% | Q2 2019 | Q3 2023 | 18 |
ORCL | ORACLE CORP | 13 | 5 | 0.08% | 0.12% | 0.19% | Q1 2019 | Q3 2023 | 18 |
SPHQ | INVESCO EXCHANGE TRADE... | 14 | 1 | 0.08% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 18 |
SND | SMART SAND INC | 18 | 18 | 0.01% | 0.06% | 0.18% | Q4 2018 | Q1 2023 | 18 |
SHY | ISHARES TR | 8 | 3 | 0.06% | 0.27% | 0.98% | Q1 2019 | Q3 2023 | 17 |
ROBO | EXCHANGE TRADED CONCEP... | 15 | 1 | 0.05% | 0.16% | 0.29% | Q4 2018 | Q2 2023 | 17 |
COP | CONOCOPHILLIPS | 11 | 1 | 0.08% | 0.12% | 0.22% | Q4 2018 | Q3 2023 | 17 |
WFC | WELLS FARGO CO NEW | 15 | 2 | 0.10% | 0.12% | 0.14% | Q4 2018 | Q3 2023 | 17 |
PGX | INVESCO EXCH TRADED FD... | 17 | 17 | 0.04% | 0.12% | 0.17% | Q4 2018 | Q4 2022 | 17 |
KMI | KINDER MORGAN INC DEL | 17 | 17 | 0.08% | 0.11% | 0.13% | Q3 2019 | Q3 2023 | 17 |
ADBE | ADOBE SYSTEMS INCORPOR... | 13 | 4 | 0.06% | 0.10% | 0.13% | Q2 2019 | Q3 2023 | 17 |
IYG | ISHARES TR | 14 | 3 | 0.06% | 0.09% | 0.21% | Q2 2019 | Q3 2023 | 17 |
EFAV | ISHARES TR | 16 | 16 | 0.15% | 0.31% | 0.65% | Q4 2018 | Q3 2022 | 16 |
XLU | SELECT SECTOR SPDR TR | 13 | 3 | 0.09% | 0.17% | 0.27% | Q2 2019 | Q3 2023 | 16 |
MS | MORGAN STANLEY | 14 | 1 | 0.09% | 0.14% | 0.18% | Q2 2019 | Q3 2023 | 16 |
TMO | THERMO FISHER SCIENTIF... | 12 | 4 | 0.07% | 0.13% | 0.28% | Q2 2019 | Q3 2023 | 16 |
EA | ELECTRONIC ARTS INC | 15 | 1 | 0.07% | 0.11% | 0.17% | Q4 2018 | Q1 2023 | 16 |
TPYP | MANAGED PORTFOLIO SERIES | 16 | 16 | 0.06% | 0.11% | 0.21% | Q4 2019 | Q3 2023 | 16 |
VOD | VODAFONE GROUP PLC NEW | 16 | 16 | 0.03% | 0.09% | 0.15% | Q4 2018 | Q3 2022 | 16 |
IWS | ISHARES TR | 9 | 2 | 0.06% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 16 |
XLE | SELECT SECTOR SPDR TR | 11 | 1 | 0.09% | 0.34% | 0.70% | Q4 2018 | Q3 2023 | 15 |
BBBY | BED BATH & BEYOND INC | 15 | 15 | 0.05% | 0.24% | 0.40% | Q4 2018 | Q2 2022 | 15 |
LMT | LOCKHEED MARTIN CORP | 13 | 2 | 0.12% | 0.22% | 0.47% | Q4 2018 | Q3 2022 | 15 |
FPE | FIRST TR EXCH TRADED F... | 15 | 15 | 0.08% | 0.18% | 0.31% | Q1 2020 | Q3 2023 | 15 |
SDY | SPDR SER TR | 13 | 2 | 0.08% | 0.15% | 0.22% | Q3 2019 | Q3 2023 | 15 |
CI | CIGNA CORP NEW | 11 | 4 | 0.05% | 0.10% | 0.20% | Q4 2018 | Q4 2022 | 15 |
CRM | SALESFORCE INC | 15 | 15 | 0.06% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
CTVA | CORTEVA INC | 12 | 3 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q3 2023 | 15 |
PDT | HANCOCK JOHN PREMUIM D... | 9 | 1 | 0.03% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 15 |
DES | WISDOMTREE TR | 14 | 14 | 0.84% | 1.17% | 1.35% | Q2 2020 | Q3 2023 | 14 |
GOVT | ISHARES TR | 14 | 14 | 0.47% | 1.10% | 1.93% | Q1 2019 | Q2 2022 | 14 |
FTSL | FIRST TR EXCHANGE-TRAD... | 14 | 14 | 0.10% | 0.39% | 0.52% | Q2 2020 | Q3 2023 | 14 |
IXN | ISHARES TR | 14 | 14 | 0.11% | 0.28% | 0.50% | Q4 2018 | Q1 2022 | 14 |
SHOP | SHOPIFY INC | 14 | 14 | 0.08% | 0.22% | 0.46% | Q2 2020 | Q3 2023 | 14 |
TSLA | TESLA INC | 14 | 14 | 0.06% | 0.15% | 0.26% | Q2 2020 | Q3 2023 | 14 |
OIH | VANECK VECTORS ETF TR | 14 | 14 | 0.08% | 0.13% | 0.24% | Q2 2020 | Q3 2023 | 14 |
FTC | FIRST TRUST LRGCP GWT ... | 14 | 14 | 0.10% | 0.13% | 0.22% | Q2 2020 | Q3 2023 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.08% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 14 |
PSX | PHILLIPS 66 | 8 | 2 | 0.06% | 0.10% | 0.12% | Q1 2019 | Q3 2023 | 14 |
OUNZ | VANECK MERK GOLD TRUST | 11 | 3 | 0.06% | 0.10% | 0.12% | Q4 2018 | Q3 2023 | 14 |
DGRW | WISDOMTREE TR | 8 | 1 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q3 2023 | 14 |
VOOG | VANGUARD ADMIRAL FDS INC | 14 | 14 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
GSLC | GOLDMAN SACHS ETF TR | 13 | 1 | 0.06% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 14 |
OUSA | OSI ETF TR | 13 | 13 | 0.10% | 0.56% | 0.93% | Q1 2019 | Q1 2022 | 13 |
SPYG | SPDR SER TR | 13 | 13 | 0.09% | 0.29% | 0.43% | Q3 2020 | Q3 2023 | 13 |
GDX | VANECK VECTORS ETF TR | 13 | 13 | 0.08% | 0.16% | 0.27% | Q3 2020 | Q3 2023 | 13 |
PRU | PRUDENTIAL FINL INC | 13 | 13 | 0.11% | 0.16% | 0.20% | Q3 2020 | Q3 2023 | 13 |
AMGN | AMGEN INC | 7 | 6 | 0.06% | 0.12% | 0.24% | Q4 2018 | Q3 2023 | 13 |
MUJ | BLACKROCK MUNIHLDGS NJ... | 13 | 13 | 0.07% | 0.12% | 0.19% | Q3 2020 | Q3 2023 | 13 |
VLO | VALERO ENERGY CORP NEW | 8 | 1 | 0.06% | 0.10% | 0.19% | Q3 2019 | Q3 2023 | 13 |
XLI | SELECT SECTOR SPDR TR | 11 | 1 | 0.08% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 13 |
DGRO | ISHARES TR | 12 | 1 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q3 2023 | 13 |
IUSB | ISHARES TR | 12 | 12 | 0.06% | 0.66% | 1.47% | Q1 2020 | Q4 2022 | 12 |
FTSM | FIRST TR EXCHANGE-TRAD... | 12 | 12 | 0.06% | 0.26% | 0.47% | Q4 2020 | Q3 2023 | 12 |
QMOM | EA SERIES TRUST | 12 | 12 | 0.08% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 12 |
QVAL | EA SERIES TRUST | 12 | 12 | 0.08% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 12 |
AOR | ISHARES TR | 12 | 12 | 0.11% | 0.15% | 0.21% | Q4 2018 | Q3 2021 | 12 |
IYT | ISHARES TR | 12 | 12 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q3 2023 | 12 |
SPH | SUBURBAN PROPANE PARTN... | 12 | 12 | 0.08% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
VXRT | VAXART INC | 11 | 1 | 0.02% | 0.13% | 0.28% | Q3 2020 | Q3 2023 | 12 |
TTWO | TAKE-TWO INTERACTIVE S... | 12 | 12 | 0.06% | 0.11% | 0.17% | Q1 2020 | Q4 2022 | 12 |
PM | PHILIP MORRIS INTL INC | 9 | 3 | 0.06% | 0.11% | 0.25% | Q4 2018 | Q3 2023 | 12 |
XLY | SELECT SECTOR SPDR TR | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
NOW | SERVICENOW INC | 9 | 3 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 12 |
NSC | NORFOLK SOUTHN CORP | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
OGIG | OSI ETF TR | 11 | 11 | 0.10% | 0.20% | 0.29% | Q4 2019 | Q2 2022 | 11 |
GM | GENERAL MTRS CO | 6 | 1 | 0.10% | 0.14% | 0.20% | Q4 2018 | Q3 2022 | 11 |
AXP | AMERICAN EXPRESS CO | 7 | 4 | 0.06% | 0.14% | 0.28% | Q2 2019 | Q3 2023 | 11 |
GE | GENERAL ELECTRIC CO | 11 | 11 | 0.08% | 0.13% | 0.17% | Q4 2018 | Q2 2021 | 11 |
SLB | SCHLUMBERGER LTD | 10 | 1 | 0.07% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 11 |
AVGO | BROADCOM INC | 8 | 1 | 0.07% | 0.10% | 0.17% | Q1 2019 | Q3 2023 | 11 |
RSG | REPUBLIC SVCS INC | 10 | 1 | 0.06% | 0.07% | 0.11% | Q2 2019 | Q3 2023 | 11 |
SYY | SYSCO CORP | 10 | 1 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q1 2023 | 11 |
ESGU | ISHARES TR | 10 | 10 | 0.45% | 1.07% | 1.42% | Q1 2020 | Q2 2022 | 10 |
IAU | ISHARES GOLD TRUST | 10 | 10 | 0.23% | 0.31% | 0.45% | Q4 2018 | Q1 2021 | 10 |
SPIP | SPDR SER TR | 10 | 10 | 0.07% | 0.23% | 0.40% | Q2 2021 | Q3 2023 | 10 |
IAU | ISHARES GOLD TR | 10 | 10 | 0.18% | 0.20% | 0.22% | Q2 2021 | Q3 2023 | 10 |
C | CITIGROUP INC | 8 | 2 | 0.08% | 0.17% | 0.27% | Q4 2018 | Q1 2022 | 10 |
BOTZ | GLOBAL X FDS | 5 | 5 | 0.06% | 0.16% | 0.35% | Q4 2018 | Q4 2021 | 10 |
VOE | VANGUARD INDEX FDS | 6 | 2 | 0.06% | 0.11% | 0.32% | Q1 2019 | Q2 2023 | 10 |
CQQQ | INVESCO EXCH TRADED FD... | 8 | 2 | 0.05% | 0.10% | 0.14% | Q4 2018 | Q4 2021 | 10 |
DFUS | DIMENSIONAL ETF TRUST | 10 | 10 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 10 |
PLD | PROLOGIS INC. | 10 | 10 | 0.06% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
IRM | IRON MTN INC NEW | 10 | 10 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 10 |
ESGE | ISHARES INC | 9 | 9 | 0.22% | 0.38% | 0.58% | Q1 2020 | Q1 2022 | 9 |
VTIP | VANGUARD MALVERN FDS | 9 | 9 | 0.17% | 0.26% | 0.38% | Q3 2021 | Q3 2023 | 9 |
XSLV | INVESCO EXCH TRADED FD... | 9 | 9 | 0.10% | 0.19% | 0.29% | Q4 2018 | Q4 2020 | 9 |
SPGI | S&P GLOBAL INC | 9 | 9 | 0.09% | 0.19% | 0.39% | Q3 2021 | Q3 2023 | 9 |
CE | CELANESE CORP DEL | 9 | 9 | 0.11% | 0.16% | 0.19% | Q3 2020 | Q3 2022 | 9 |
BP | BP PLC | 5 | 4 | 0.05% | 0.14% | 0.30% | Q4 2018 | Q3 2023 | 9 |
AMD | ADVANCED MICRO DEVICES... | 8 | 1 | 0.05% | 0.14% | 0.21% | Q2 2020 | Q3 2023 | 9 |
ANTM | ANTHEM INC | 9 | 9 | 0.10% | 0.13% | 0.20% | Q1 2019 | Q1 2021 | 9 |
GENERAL ELECTRIC CO | 9 | 9 | 0.06% | 0.10% | 0.15% | Q3 2021 | Q3 2023 | 9 | |
GBAB | GUGGENHEIM TAXABLE MUN... | 8 | 1 | 0.04% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 9 |
ORAN | ORANGE | 9 | 9 | 0.04% | 0.09% | 0.13% | Q4 2018 | Q4 2020 | 9 |
MET | METLIFE INC | 5 | 4 | 0.05% | 0.09% | 0.15% | Q2 2019 | Q2 2023 | 9 |
HUBS | HUBSPOT INC | 7 | 2 | 0.06% | 0.08% | 0.11% | Q3 2020 | Q2 2023 | 9 |
CAT | CATERPILLAR INC DEL | 7 | 1 | 0.07% | 0.08% | 0.11% | Q2 2019 | Q3 2023 | 9 |
MOO | VANECK VECTORS ETF TR | 9 | 9 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q2 2023 | 9 |
IWB | ISHARES TR | 9 | 9 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
BIL | SPDR SER TR | 5 | 1 | 0.09% | 0.89% | 2.35% | Q4 2019 | Q3 2023 | 8 |
EWJ | ISHARES INC | 6 | 2 | 0.07% | 0.59% | 0.90% | Q4 2020 | Q3 2023 | 8 |
PULS | PGIM ETF TR | 8 | 8 | 0.12% | 0.58% | 1.33% | Q4 2018 | Q3 2020 | 8 |
IGSB | ISHARES TR | 7 | 1 | 0.07% | 0.51% | 0.70% | Q2 2019 | Q4 2021 | 8 |
VLUE | ISHARES TR | 8 | 8 | 0.14% | 0.31% | 0.37% | Q2 2020 | Q1 2022 | 8 |
RDVY | FIRST TR EXCHANGE-TRAD... | 8 | 8 | 0.09% | 0.25% | 0.34% | Q4 2021 | Q3 2023 | 8 |
LLY | LILLY ELI & CO | 8 | 8 | 0.07% | 0.22% | 0.36% | Q4 2021 | Q3 2023 | 8 |
LMBS | FIRST TR EXCHANGE-TRAD... | 8 | 8 | 0.06% | 0.15% | 0.21% | Q2 2021 | Q1 2023 | 8 |
SOXX | ISHARES TR | 8 | 8 | 0.10% | 0.15% | 0.17% | Q4 2020 | Q3 2022 | 8 |
SE | SEA LTD | 8 | 8 | 0.06% | 0.14% | 0.19% | Q2 2020 | Q1 2022 | 8 |
HUM | HUMANA INC | 8 | 8 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 8 |
STZ | CONSTELLATION BRANDS INC | 7 | 1 | 0.07% | 0.11% | 0.13% | Q3 2020 | Q3 2022 | 8 |
EPD | ENTERPRISE PRODS PARTN... | 7 | 1 | 0.08% | 0.11% | 0.18% | Q3 2020 | Q2 2023 | 8 |
IBDR | ISHARES TR | 8 | 8 | 0.10% | 0.11% | 0.13% | Q1 2021 | Q4 2022 | 8 |
DOCU | DOCUSIGN INC | 8 | 8 | 0.05% | 0.10% | 0.13% | Q2 2020 | Q1 2022 | 8 |
M | MACYS INC | 8 | 8 | 0.03% | 0.08% | 0.18% | Q4 2018 | Q3 2020 | 8 |
IWN | ISHARES TR | 6 | 2 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q2 2023 | 8 |
SO | SOUTHERN CO | 7 | 1 | 0.06% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 8 |
PSQ | PROSHARES TR | 8 | 8 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2022 | 8 |
ONEQ | FIDELITY COMWLTH TR | 5 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 8 |
VWOB | VANGUARD WHITEHALL FDS | 7 | 7 | 0.37% | 0.42% | 0.44% | Q1 2022 | Q3 2023 | 7 |
ARKK | ARK ETF TR | 7 | 7 | 0.07% | 0.18% | 0.25% | Q2 2020 | Q4 2021 | 7 |
CFA | VICTORY PORTFOLIOS II | 7 | 7 | 0.10% | 0.17% | 0.27% | Q4 2018 | Q2 2020 | 7 |
TLT | ISHARES TR | 3 | 2 | 0.08% | 0.15% | 0.22% | Q3 2019 | Q3 2023 | 7 |
BSV | VANGUARD BD INDEX FDS | 7 | 7 | 0.11% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 7 |
TXN | TEXAS INSTRS INC | 7 | 7 | 0.12% | 0.13% | 0.15% | Q4 2018 | Q2 2020 | 7 |
IBDS | ISHARES TR | 7 | 7 | 0.10% | 0.13% | 0.16% | Q3 2020 | Q1 2022 | 7 |
SPYD | SPDR SER TR | 7 | 7 | 0.09% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
HCRSQ | HI-CRUSH PARTNERS LP | 7 | 7 | 0.05% | 0.12% | 0.25% | Q4 2018 | Q2 2020 | 7 |
IBDO | ISHARES TR | 7 | 7 | 0.09% | 0.11% | 0.14% | Q3 2020 | Q1 2022 | 7 |
TWLO | TWILIO INC | 7 | 7 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q4 2021 | 7 |
FPXI | FIRST TR EXCHANGE TRAD... | 7 | 7 | 0.06% | 0.09% | 0.15% | Q1 2022 | Q3 2023 | 7 |
IUSG | ISHARES TR | 6 | 1 | 0.05% | 0.08% | 0.09% | Q4 2020 | Q2 2023 | 7 |
AMT | AMERICAN TOWER CORP NEW | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q4 2022 | 7 |
AXON | AXON ENTERPRISE INC | 5 | 2 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q1 2023 | 7 |
VEU | VANGUARD INTL EQUITY I... | 4 | 3 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 7 |
SIVR | ABRDN SILVER ETF TRUST | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
SACH | SACHEM CAP CORP | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
EFV | ISHARES TR | 6 | 6 | 0.59% | 0.63% | 0.69% | Q1 2021 | Q2 2022 | 6 |
AGG | ISHARES TR | 6 | 6 | 0.12% | 0.57% | 1.17% | Q4 2018 | Q1 2020 | 6 |
ALPS ETF TR | 6 | 6 | 0.35% | 0.54% | 0.67% | Q2 2022 | Q3 2023 | 6 | |
FALN | ISHARES TR | 6 | 6 | 0.28% | 0.37% | 0.58% | Q1 2021 | Q2 2022 | 6 |
BND | VANGUARD BD INDEX FDS | 6 | 6 | 0.12% | 0.29% | 0.52% | Q4 2018 | Q1 2020 | 6 |
NEE | NEXTERA ENERGY INC | 6 | 6 | 0.21% | 0.27% | 0.40% | Q4 2018 | Q1 2020 | 6 |
MTUM | ISHARES TR | 4 | 2 | 0.14% | 0.27% | 0.66% | Q4 2018 | Q2 2021 | 6 |
AGN | ALLERGAN PLC | 6 | 6 | 0.19% | 0.24% | 0.28% | Q4 2018 | Q1 2020 | 6 |
OIH | VANECK VECTORS ETF TRUST | 6 | 6 | 0.20% | 0.24% | 0.28% | Q4 2018 | Q1 2020 | 6 |
SPLK | SPLUNK INC | 6 | 6 | 0.10% | 0.16% | 0.23% | Q4 2019 | Q1 2021 | 6 |
IYE | ISHARES TR | 6 | 6 | 0.10% | 0.15% | 0.18% | Q1 2021 | Q2 2022 | 6 |
CIBR | FIRST TR EXCHANGE TRAD... | 6 | 6 | 0.10% | 0.13% | 0.17% | Q2 2022 | Q3 2023 | 6 |
AB | ALLIANCEBERNSTEIN HLDG... | 6 | 6 | 0.09% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
TOTL | SSGA ACTIVE ETF TR | 3 | 3 | 0.06% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 6 |
BIV | VANGUARD BD INDEX FDS | 6 | 6 | 0.05% | 0.10% | 0.15% | Q3 2020 | Q4 2021 | 6 |
PEG | PUBLIC SVC ENTERPRISE ... | 4 | 2 | 0.05% | 0.10% | 0.14% | Q2 2019 | Q1 2022 | 6 |
PBW | INVESCO EXCHANGE TRADE... | 6 | 6 | 0.05% | 0.08% | 0.12% | Q4 2020 | Q1 2022 | 6 |
FSK | FS KKR CAPITAL CORP | 6 | 6 | 0.04% | 0.08% | 0.13% | Q4 2018 | Q1 2020 | 6 |
SYK | STRYKER CORPORATION | 4 | 2 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 6 |
PSN | PARSONS CORP DEL | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2022 | 6 |
AGNC | AGNC INVT CORP | 6 | 6 | 0.03% | 0.06% | 0.12% | Q2 2022 | Q3 2023 | 6 |
VLY | VALLEY NATL BANCORP | 5 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 6 |
VTRS | VIATRIS INC | 5 | 1 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
SHV | ISHARES TR | 5 | 5 | 0.26% | 0.37% | 0.48% | Q3 2022 | Q3 2023 | 5 |
WISDOMTREE TR | 5 | 5 | 0.11% | 0.31% | 0.64% | Q3 2022 | Q3 2023 | 5 | |
KWEB | KRANESHARES TR | 4 | 1 | 0.06% | 0.27% | 0.39% | Q4 2018 | Q3 2021 | 5 |
COMT | ISHARES U S ETF TR | 5 | 5 | 0.10% | 0.23% | 0.31% | Q2 2021 | Q2 2022 | 5 |
HMOP | HARTFORD FDS EXCHANGE ... | 5 | 5 | 0.08% | 0.15% | 0.23% | Q3 2022 | Q3 2023 | 5 |
IBB | ISHARES TR | 5 | 5 | 0.09% | 0.14% | 0.19% | Q4 2018 | Q4 2019 | 5 |
UTX | UNITED TECHNOLOGIES CORP | 5 | 5 | 0.09% | 0.12% | 0.16% | Q4 2018 | Q4 2019 | 5 |
FIXD | FIRST TR EXCHNG TRADED... | 3 | 2 | 0.07% | 0.12% | 0.26% | Q2 2021 | Q3 2023 | 5 |
BHP | BHP GROUP LTD | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q4 2021 | 5 |
COWZ | PACER FDS TR | 5 | 5 | 0.06% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
FTA | FIRST TR LRG CP VL ALP... | 5 | 5 | 0.06% | 0.10% | 0.14% | Q3 2022 | Q3 2023 | 5 |
MMM | 3M CO | 5 | 5 | 0.06% | 0.09% | 0.12% | Q2 2021 | Q2 2022 | 5 |
SMH | VANECK ETF TRUST | 2 | 1 | 0.05% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 5 |
DXCM | DEXCOM INC | 3 | 2 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q1 2022 | 5 |
ICE | INTERCONTINENTAL EXCHA... | 2 | 1 | 0.05% | 0.07% | 0.10% | Q3 2019 | Q1 2022 | 5 |
SJI | SOUTH JERSEY INDS INC | 5 | 5 | 0.06% | 0.06% | 0.08% | Q4 2021 | Q4 2022 | 5 |
VCSH | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
IJK | ISHARES TR | 3 | 1 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 5 |
VGR | VECTOR GROUP LTD | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
VTEB | VANGUARD MUN BD FDS | 4 | 4 | 2.84% | 3.02% | 3.22% | Q4 2022 | Q3 2023 | 4 |
BILS | SPDR SER TR | 4 | 4 | 0.08% | 0.39% | 0.64% | Q4 2022 | Q3 2023 | 4 |
KRE | SPDR SERIES TRUST | 4 | 4 | 0.18% | 0.27% | 0.43% | Q4 2018 | Q3 2019 | 4 |
RTN | RAYTHEON CO | 4 | 4 | 0.21% | 0.27% | 0.32% | Q2 2019 | Q1 2020 | 4 |
SPEM | SPDR INDEX SHS FDS | 2 | 2 | 0.06% | 0.25% | 0.44% | Q1 2021 | Q4 2022 | 4 |
FDL | FIRST TR MORNINGSTAR D... | 4 | 4 | 0.14% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 4 |
LRCX | LAM RESEARCH CORP | 4 | 4 | 0.10% | 0.20% | 0.24% | Q2 2021 | Q1 2022 | 4 |
IHI | ISHARES TR | 4 | 4 | 0.12% | 0.19% | 0.23% | Q2 2020 | Q1 2021 | 4 |
CELG | CELGENE CORP | 4 | 4 | 0.15% | 0.18% | 0.21% | Q4 2018 | Q3 2019 | 4 |
VFH | VANGUARD WORLD FDS | 4 | 4 | 0.10% | 0.16% | 0.20% | Q4 2018 | Q3 2019 | 4 |
CIEN | CIENA CORP | 4 | 4 | 0.12% | 0.15% | 0.19% | Q4 2019 | Q3 2020 | 4 |
VOT | VANGUARD INDEX FDS | 2 | 2 | 0.09% | 0.15% | 0.24% | Q1 2019 | Q3 2020 | 4 |
NKE | NIKE INC | 4 | 4 | 0.11% | 0.13% | 0.15% | Q2 2019 | Q1 2020 | 4 |
ORMP | ORAMED PHARMACEUTICALS... | 4 | 4 | 0.07% | 0.11% | 0.17% | Q1 2022 | Q4 2022 | 4 |
GILD | GILEAD SCIENCES INC | 4 | 4 | 0.09% | 0.11% | 0.15% | Q2 2019 | Q1 2020 | 4 |
IDV | ISHARES TR | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
DKNG | DRAFTKINGS INC | 4 | 4 | 0.08% | 0.09% | 0.12% | Q4 2020 | Q3 2021 | 4 |
BABA | ALIBABA GROUP HLDG LTD | 4 | 4 | 0.07% | 0.09% | 0.12% | Q2 2020 | Q1 2021 | 4 |
PSTH | PERSHING SQUARE TONTIN... | 4 | 4 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q2 2022 | 4 |
ZM | ZOOM VIDEO COMMUNICATI... | 3 | 1 | 0.06% | 0.08% | 0.11% | Q3 2020 | Q3 2021 | 4 |
MGA | MAGNA INTL INC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q3 2022 | 4 |
DDOG | DATADOG INC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
WARNER BROS DISCOVERY INC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 4 | |
RSX | VANECK ETF TRUST | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
DNRCQ | DENBURY RES INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 4 |
SHYG | ISHARES TR | 3 | 3 | 0.40% | 0.42% | 0.44% | Q2 2020 | Q4 2020 | 3 |
VXUS | VANGUARD STAR FD | 3 | 3 | 0.11% | 0.36% | 0.61% | Q1 2019 | Q3 2019 | 3 |
MAR | MARRIOTT INTL INC NEW | 3 | 3 | 0.32% | 0.33% | 0.34% | Q2 2019 | Q4 2019 | 3 |
NEWT | NEWTEK BUSINESS SVCS CORP | 3 | 3 | 0.29% | 0.30% | 0.31% | Q4 2018 | Q2 2019 | 3 |
DUK | DUKE ENERGY CORP NEW | 3 | 3 | 0.23% | 0.26% | 0.30% | Q4 2018 | Q2 2019 | 3 |
TLH | ISHARES TR | 2 | 1 | 0.16% | 0.21% | 0.28% | Q2 2021 | Q2 2022 | 3 |
IXG | ISHARES TR | 3 | 3 | 0.15% | 0.20% | 0.24% | Q2 2021 | Q4 2021 | 3 |
SRLN | SSGA ACTIVE ETF TR | 2 | 1 | 0.11% | 0.19% | 0.27% | Q1 2022 | Q4 2022 | 3 |
TRV | TRAVELERS COMPANIES INC | 3 | 3 | 0.15% | 0.17% | 0.19% | Q2 2019 | Q4 2019 | 3 |
RCL | ROYAL CARIBBEAN CRUISE... | 3 | 3 | 0.16% | 0.17% | 0.18% | Q2 2019 | Q4 2019 | 3 |
FMO | FIDUCIARY CLAYMORE ENG... | 3 | 3 | 0.14% | 0.16% | 0.18% | Q4 2018 | Q2 2019 | 3 |
FGD | FIRST TR EXCHANGE TRAD... | 3 | 3 | 0.11% | 0.16% | 0.19% | Q1 2023 | Q3 2023 | 3 |
RY | ROYAL BK CDA MONTREAL QUE | 3 | 3 | 0.12% | 0.15% | 0.18% | Q4 2018 | Q2 2019 | 3 |
FTNT | FORTINET INC | 3 | 3 | 0.12% | 0.14% | 0.17% | Q2 2021 | Q4 2021 | 3 |
HYG | ISHARES TR | 3 | 3 | 0.13% | 0.14% | 0.16% | Q4 2020 | Q2 2021 | 3 |
RDSA | ROYAL DUTCH SHELL PLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q4 2018 | Q2 2019 | 3 |
XLNX | XILINX INC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q2 2021 | Q4 2021 | 3 |
FXL | FIRST TR EXCHANGE TRAD... | 3 | 3 | 0.09% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
HACK | ETF MANAGERS TR | 3 | 3 | 0.10% | 0.12% | 0.14% | Q4 2018 | Q2 2019 | 3 |
NEM | NEWMONT CORP | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
HTGC | HERCULES CAPITAL INC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q2 2019 | 3 |
FTCS | FIRST TR EXCHANGE-TRAD... | 3 | 3 | 0.07% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
VDE | VANGUARD WORLD FDS | 3 | 3 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q4 2019 | 3 |
LVS | LAS VEGAS SANDS CORP | 2 | 1 | 0.06% | 0.09% | 0.11% | Q1 2019 | Q3 2021 | 3 |
IBDR | ISHARES TR | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
JAZZ | JAZZ PHARMACEUTICALS PLC | 2 | 1 | 0.06% | 0.09% | 0.11% | Q1 2019 | Q2 2021 | 3 |
VYMI | VANGUARD WHITEHALL FDS | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
ROKU | ROKU INC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q3 2021 | 3 |
FEP | FIRST TR EXCH TRD ALPH... | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
LMND | LEMONADE INC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q3 2021 | 3 |
BOND | PIMCO ETF TR | 3 | 3 | 0.05% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
FTGC | FIRST TR EXCHANGE TRAD... | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
ARKG | ARK ETF TR | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q2 2021 | 3 |
DIMENSIONAL ETF TRUST | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 | |
XLP | SELECT SECTOR SPDR TR | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q3 2021 | 3 |
RNDV | FIRST TR EXCHANGE-TRAD... | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
IEUR | ISHARES TR | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
WYNN | WYNN RESORTS LTD | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
SAP | SAP SE | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
SPSC | SPS COMM INC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q2 2023 | 3 |
MDYG | SPDR SER TR | 2 | 1 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q2 2023 | 3 |
ACB | AURORA CANNABIS INC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q1 2020 | 3 |
CRON | CRONOS GROUP INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
BKT | BLACKROCK INCOME TR INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
DISH NETWORK CORPORATION | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 | |
SPLG | SPDR SER TR | 2 | 2 | 2.66% | 2.74% | 2.82% | Q3 2022 | Q4 2022 | 2 |
SPAB | SPDR SER TR | 2 | 2 | 1.23% | 1.45% | 1.68% | Q3 2022 | Q4 2022 | 2 |
SPDW | SPDR INDEX SHS FDS | 2 | 2 | 0.96% | 0.98% | 1.00% | Q3 2022 | Q4 2022 | 2 |
DWDP | DOWDUPONT INC | 2 | 2 | 0.67% | 0.73% | 0.80% | Q4 2018 | Q1 2019 | 2 |
IUSV | ISHARES TR | 2 | 2 | 0.27% | 0.43% | 0.59% | Q1 2019 | Q2 2019 | 2 |
SPYV | SPDR SER TR | 2 | 2 | 0.36% | 0.36% | 0.37% | Q3 2022 | Q4 2022 | 2 |
TIPX | SPDR SER TR | 2 | 2 | 0.26% | 0.31% | 0.37% | Q3 2022 | Q4 2022 | 2 |
SPMD | SPDR SER TR | 2 | 2 | 0.28% | 0.29% | 0.30% | Q3 2022 | Q4 2022 | 2 |
SCHM | SCHWAB STRATEGIC TR | 2 | 2 | 0.22% | 0.27% | 0.32% | Q1 2019 | Q2 2019 | 2 |
EEMV | ISHARES INC | 1 | 1 | 0.21% | 0.26% | 0.30% | Q2 2019 | Q2 2022 | 2 |
TFI | SPDR SER TR | 2 | 2 | 0.20% | 0.25% | 0.30% | Q3 2022 | Q4 2022 | 2 |
SPSM | SPDR SER TR | 2 | 2 | 0.21% | 0.22% | 0.22% | Q3 2022 | Q4 2022 | 2 |
VMBS | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.17% | 0.21% | 0.24% | Q4 2018 | Q1 2019 | 2 |
DD | DUPONT DE NEMOURS INC | 2 | 2 | 0.11% | 0.19% | 0.26% | Q2 2019 | Q3 2019 | 2 |
EBND | SPDR SER TR | 2 | 2 | 0.16% | 0.18% | 0.20% | Q3 2022 | Q4 2022 | 2 |
FLOT | ISHARES TR | 1 | 1 | 0.15% | 0.17% | 0.20% | Q4 2018 | Q2 2019 | 2 |
UCON | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.08% | 0.17% | 0.27% | Q2 2023 | Q3 2023 | 2 |
HII | HUNTINGTON INGALLS IND... | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q3 2020 | 2 |
SPTI | SPDR SER TR | 2 | 2 | 0.13% | 0.16% | 0.18% | Q3 2022 | Q4 2022 | 2 |
PDBC | INVESCO ACTVELY MNGD E... | 2 | 2 | 0.14% | 0.16% | 0.17% | Q3 2022 | Q4 2022 | 2 |
SPTL | SPDR SER TR | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2022 | Q4 2022 | 2 |
STI | SUNTRUST BKS INC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2019 | Q3 2019 | 2 |
SAR | SARATOGA INVT CORP | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2019 | Q2 2019 | 2 |
STOR | STORE CAP CORP | 2 | 2 | 0.12% | 0.13% | 0.15% | Q1 2019 | Q2 2019 | 2 |
ALPS ETF TR | 1 | 1 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 2 | |
MPW | MEDICAL PPTYS TRUST INC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2019 | Q2 2019 | 2 |
VPU | VANGUARD WORLD FDS | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
SPHY | SPDR SER TR | 2 | 2 | 0.10% | 0.11% | 0.13% | Q3 2022 | Q4 2022 | 2 |
PSR | INVESCO ACTIVELY MANAG... | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q4 2022 | 2 |
NVS | NOVARTIS A G | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2019 | Q2 2019 | 2 |
GWX | SPDR INDEX SHS FDS | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q4 2022 | 2 |
GWRE | GUIDEWIRE SOFTWARE INC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q1 2021 | 2 |
COIN | COINBASE GLOBAL INC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q1 2022 | 2 |
SKYY | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
LYB | LYONDELLBASELL INDUSTR... | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
NVO | NOVO-NORDISK A S | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
GSK | GSK PLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
NNC | NUVEEN NORTH CAROLINA ... | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q2 2019 | 2 |
ABC | AMERISOURCEBERGEN CORP | 1 | 1 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q1 2022 | 2 |
SITE | SITEONE LANDSCAPE SUPP... | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
FVRR | FIVERR INTL LTD | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
CSX | CSX CORP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
IYW | ISHARES TR | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 2 |
RPG | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 2 |
WHR | WHIRLPOOL CORP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
META | LISTED FD TR | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
LOW | LOWES COS INC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
NRK | NUVEEN NEW YORK AMT QL... | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
INO | INOVIO PHARMACEUTICALS... | 1 | 1 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q4 2021 | 2 |
DB | DEUTSCHE BANK A G | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
NLY | ANNALY CAPITAL MANAGEM... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
DISH NETWORK CORPORATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 | |
USIG | ISHARES TR | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2019 | Q2 2019 | 1 |
IVE | ISHARES TR | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
MNA | INDEXIQ ETF TR | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
TFC | TRUIST FINL CORP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
IJS | ISHARES TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
ICVT | ISHARES TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
VIS | VANGUARD WORLD FDS | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
SIZE | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
TDOC | TELADOC HEALTH INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
ENB | ENBRIDGE INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
NPK | NATIONAL PRESTO INDS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
SBUX | STARBUCKS CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
CCI | CROWN CASTLE INTL CORP... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
CLF | CLEVELAND-CLIFFS INC NEW | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
XLRE | SELECT SECTOR SPDR TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
GBIL | GOLDMAN SACHS ETF TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
WELL | WELLTOWER INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
KDP | KEURIG DR PEPPER INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
IBMQ | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
PH | PARKER HANNIFIN CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
BLK | BLACKROCK INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
STIP | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
F | FORD MTR CO DEL | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
IFRA | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
SNOW | SNOWFLAKE INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
MRNA | MODERNA INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
REGN | REGENERON PHARMACEUTICALS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
ABNB | AIRBNB INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
HAL | HALLIBURTON CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
PII | POLARIS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
STNE | STONECO LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
FIRST TR EXCHNG TRADED... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 | |
LUMN | CENTURYLINK INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
APPN | APPIAN CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
FVD | FIRST TR VALUE LINE DI... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
XME | SPDR SER TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
MELI | MERCADOLIBRE INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
PBND | INVESCO EXCH TRADED FD... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
ZS | ZSCALER INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
CLX | CLOROX CO DEL | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
BUFR | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
IIPR | INNOVATIVE INDL PPTYS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
IBDS | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
SUSA | ISHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 | |
SSUS | STRATEGY SHS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
BKLN | INVESCO EXCH TRADED FD... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
PXF | INVESCO EXCH TRADED FD... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
WMB | WILLIAMS COS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
PXD | PIONEER NAT RES CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
AMAT | APPLIED MATLS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
AVEO | AVEO PHARMACEUTICALS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
AUPH | AURINIA PHARMACEUTICAL... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LYG | LLOYDS BANKING GROUP PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
DAPP | VANECK ETF TRUST | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FS CREDIT OPPORTUNITIE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 | |
VERB | VERB TECHNOLOGY CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
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The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS, are the highest-conviction holdings of Private Portfolio Partners LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Private Portfolio Partners LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Private Portfolio Partners LLC owns currently or has owned in the past.