326 is the total number of securities Artemis Wealth Advisors, LLC has owned. The longest Artemis Wealth Advisors, LLC has owned a single stock is 28 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 28 | 28 | 0.02% | 1.26% | 3.61% | Q4 2016 | Q3 2023 | 28 |
GOOGL | ALPHABET INC | 28 | 28 | 0.01% | 0.51% | 3.13% | Q4 2016 | Q3 2023 | 28 |
MSFT | MICROSOFT CORP | 28 | 28 | 0.01% | 0.20% | 2.02% | Q4 2016 | Q3 2023 | 28 |
GOOG | ALPHABET INC | 28 | 28 | 0.01% | 0.09% | 0.34% | Q4 2016 | Q3 2023 | 28 |
MCD | MCDONALDS CORP | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
CMCSA | COMCAST CORP NEW | 27 | 27 | 0.00% | 0.11% | 0.37% | Q1 2017 | Q3 2023 | 27 |
AGG | ISHARES TR | 27 | 27 | 0.00% | 0.09% | 0.53% | Q1 2017 | Q3 2023 | 27 |
GILD | GILEAD SCIENCES INC | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
SPY | SPDR S&P 500 ETF TR | 25 | 25 | 0.05% | 0.28% | 1.02% | Q3 2017 | Q3 2023 | 25 |
DAR | DARLING INGREDIENTS INC | 25 | 25 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2022 | 25 |
BERKSHIRE HATHAWAY INC... | 20 | 3 | 0.04% | 0.32% | 0.70% | Q4 2016 | Q3 2023 | 23 | |
QQQ | INVESCO QQQ TR | 22 | 22 | 47.70% | 64.27% | 86.28% | Q2 2018 | Q3 2023 | 22 |
TPR | TAPESTRY INC | 15 | 7 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 22 |
VEA | VANGUARD TAX-MANAGED I... | 21 | 21 | 0.02% | 0.04% | 0.09% | Q3 2017 | Q3 2022 | 21 |
VWO | VANGUARD INTL EQUITY I... | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2022 | 21 |
GNCA | GENOCEA BIOSCIENCES INC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2021 | 20 |
DARE | DARE BIOSCIENCE INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 20 |
BRKA | BERKSHIRE HATHAWAY INC... | 16 | 3 | 0.06% | 0.13% | 0.25% | Q4 2017 | Q3 2023 | 19 |
BMY | BRISTOL-MYERS SQUIBB CO | 16 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2022 | 19 |
UBER | UBER TECHNOLOGIES INC | 18 | 18 | 0.03% | 0.14% | 0.54% | Q2 2019 | Q3 2023 | 18 |
IWS | ISHARES TR | 15 | 1 | 0.05% | 0.12% | 0.24% | Q1 2018 | Q3 2023 | 18 |
JNJ | JOHNSON & JOHNSON | 16 | 2 | 0.01% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 18 |
KALA | KALA PHARMACEUTICALS INC | 18 | 18 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q2 2022 | 18 |
TSLA | TESLA INC | 16 | 16 | 7.37% | 17.74% | 35.69% | Q4 2019 | Q3 2023 | 16 |
GREK | GLOBAL X FDS | 16 | 16 | 0.05% | 0.17% | 0.30% | Q4 2016 | Q3 2020 | 16 |
BA | BOEING CO | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2020 | 16 |
UL | UNILEVER PLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
MSI | MOTOROLA SOLUTIONS INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 16 |
C | CITIGROUP INC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2020 | 16 |
MMM | 3M CO | 9 | 6 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
MDT | MEDTRONIC PLC | 9 | 6 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 15 |
MBB | ISHARES TR | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
GCP | GCP APPLIED TECHNOLOGI... | 14 | 14 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q2 2020 | 14 |
PPG | PPG INDS INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2020 | 14 |
WMT | WALMART INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
IVV | ISHARES TR | 12 | 12 | 0.20% | 11.67% | 26.74% | Q2 2017 | Q1 2020 | 12 |
XLV | SELECT SECTOR SPDR TR | 6 | 5 | 0.00% | 0.47% | 0.94% | Q1 2017 | Q1 2021 | 11 |
DEO | DIAGEO PLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2022 | 11 |
XLF | SELECT SECTOR SPDR TR | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2022 | 11 |
AZN | ASTRAZENECA PLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2022 | 11 |
KMB | KIMBERLY-CLARK CORP | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
DVY | ISHARES TR | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
SEIC | SEI INVTS CO | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
GGG | GRACO INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
LECO | LINCOLN ELEC HLDGS INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 11 |
AMZN | AMAZON COM INC. | 6 | 2 | 0.02% | 2.32% | 4.36% | Q4 2016 | Q3 2023 | 10 |
TSM | TAIWAN SEMICONDUCTOR M... | 6 | 2 | 0.01% | 0.55% | 1.29% | Q4 2016 | Q3 2023 | 10 |
AOS | SMITH A O CORP | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
TROW | PRICE T ROWE GROUP INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
THERAVANCE INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 10 | |
PDO | PIMCO DYNAMIC INCOME O... | 9 | 9 | 0.00% | 4.42% | 6.62% | Q1 2021 | Q1 2023 | 9 |
CHGG | CHEGG INC | 9 | 9 | 0.11% | 0.29% | 0.52% | Q3 2020 | Q3 2022 | 9 |
WST | WEST PHARMACEUTICAL SV... | 9 | 9 | 0.00% | 0.09% | 0.75% | Q2 2021 | Q2 2023 | 9 |
PSK | SPDR SER TR | 6 | 3 | 0.03% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 9 |
NVS | NOVARTIS AG | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 9 |
NUE | NUCOR CORP | 8 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 9 |
EXPD | EXPEDITORS INTL WASH INC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
BAM | BROOKFIELD ASSET MGMT INC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 9 |
LANC | LANCASTER COLONY CORP | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
APOLLO COML REAL EST F... | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 9 | |
NVDA | NVIDIA CORPORATION | 6 | 2 | 0.42% | 0.98% | 2.28% | Q3 2020 | Q3 2023 | 8 |
SASR | SANDY SPRING BANCORP INC | 5 | 3 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 8 |
INVH | INVITATION HOMES INC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
VRP | INVESCO EXCH TRADED FD... | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
FLOT | ISHARES TR | 8 | 8 | 0.00% | 0.02% | 0.08% | Q4 2021 | Q3 2023 | 8 |
STX | SEAGATE TECHNOLOGY PLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
ABT | ABBOTT LABS | 6 | 2 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 8 |
IMPAX LABORATORIES INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 | |
HORIZON GLOBAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 | |
HANNON ARMSTRONG SUST ... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 | |
REDWOOD TR INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 | |
ENGINE NO 1 ETF TRUST | 7 | 7 | 2.64% | 3.34% | 4.24% | Q1 2022 | Q3 2023 | 7 | |
BACPRL | BK OF AMERICA CORP | 6 | 1 | 0.48% | 2.58% | 4.09% | Q2 2020 | Q2 2022 | 7 |
EEM | ISHARES TR | 7 | 7 | 0.08% | 0.12% | 0.17% | Q4 2017 | Q2 2019 | 7 |
PFE | PFIZER INC | 6 | 1 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 7 |
CSCO | CISCO SYS INC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 7 |
HD | HOME DEPOT INC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 7 |
SNA | SNAP ON INC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 7 |
APD | AIR PRODS & CHEMS INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 7 |
IVE | ISHARES TR | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
IVW | ISHARES TR | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
QQQ | POWERSHARES QQQ TRUST | 6 | 6 | 65.46% | 74.68% | 80.33% | Q4 2016 | Q1 2018 | 6 |
FATE | FATE THERAPEUTICS INC | 6 | 6 | 0.64% | 1.03% | 1.45% | Q4 2020 | Q1 2022 | 6 |
SHOP | SHOPIFY INC | 6 | 6 | 0.34% | 0.39% | 0.50% | Q3 2020 | Q4 2021 | 6 |
ITA | ISHARES TR | 6 | 6 | 0.16% | 0.21% | 0.28% | Q2 2022 | Q3 2023 | 6 |
QCOM | QUALCOMM INC | 6 | 6 | 0.00% | 0.11% | 0.16% | Q2 2022 | Q3 2023 | 6 |
RTX | RAYTHEON TECHNOLOGIES ... | 6 | 6 | 0.06% | 0.09% | 0.13% | Q2 2022 | Q3 2023 | 6 |
GLD | SPDR GOLD TR | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
FHLC | FIDELITY COVINGTON TRUST | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
BOND | PIMCO ETF TR | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
SLV | ISHARES SILVER TR | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
EMLP | FIRST TR EXCHANGE-TRAD... | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
DEA | EASTERLY GOVT PPTYS INC | 6 | 6 | 0.00% | 0.05% | 0.11% | Q2 2022 | Q3 2023 | 6 |
DLR | DIGITAL RLTY TR INC | 6 | 6 | 0.01% | 0.04% | 0.09% | Q2 2022 | Q3 2023 | 6 |
BAR | GRANITESHARES GOLD TR | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
VTIP | VANGUARD MALVERN FDS | 6 | 6 | 0.00% | 0.03% | 0.10% | Q2 2022 | Q3 2023 | 6 |
HII | HUNTINGTON INGALLS IND... | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
AMLP | ALPS ETF TR | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
INTC | INTEL CORP | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2022 | Q3 2023 | 6 |
FISV | FISERV INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
SHY | ISHARES TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SCHW | SCHWAB CHARLES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
NFLX | NETFLIX INC | 5 | 5 | 2.58% | 2.78% | 3.06% | Q4 2020 | Q4 2021 | 5 |
SNAP | SNAP INC | 5 | 5 | 0.48% | 0.64% | 0.77% | Q3 2020 | Q3 2021 | 5 |
SQUARE INC | 5 | 5 | 0.50% | 0.53% | 0.60% | Q3 2020 | Q3 2021 | 5 | |
PYPL | PAYPAL HLDGS INC | 5 | 5 | 0.36% | 0.40% | 0.48% | Q3 2020 | Q3 2021 | 5 |
BRKB | BERKSHIRE HATHAWAY INC... | 5 | 5 | 0.19% | 0.38% | 0.60% | Q4 2021 | Q4 2022 | 5 |
XLK | SELECT SECTOR SPDR TR | 5 | 5 | 0.00% | 0.16% | 0.25% | Q1 2020 | Q1 2021 | 5 |
MRAM | EVERSPIN TECHNOLOGIES INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
MRK | MERCK & CO. INC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q4 2022 | 5 |
WSM | WILLIAMS SONOMA INC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 5 |
BFB | BROWN FORMAN CORP | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
NUS | NU SKIN ENTERPRISES INC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 5 |
ITOT | ISHARES TR | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
SPGI | S&P GLOBAL INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
PNR | PENTAIR PLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 5 |
ENCORE CAP GROUP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 | |
COLONY CAP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 | |
REDWOOD TRUST INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 | |
EFA | ISHARES TR | 4 | 4 | 15.48% | 17.66% | 19.57% | Q2 2017 | Q1 2018 | 4 |
IEF | ISHARES TR | 2 | 2 | 0.02% | 8.36% | 17.46% | Q4 2016 | Q3 2021 | 4 |
IWM | ISHARES TR | 4 | 4 | 5.49% | 7.12% | 8.95% | Q4 2022 | Q3 2023 | 4 |
ASML | ASML HOLDINGS NV | 2 | 2 | 0.79% | 1.25% | 1.85% | Q3 2021 | Q3 2023 | 4 |
LRCX | LAM RESEARCH CORP | 2 | 2 | 0.63% | 1.16% | 1.64% | Q3 2021 | Q3 2023 | 4 |
PBE | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.57% | 0.82% | 1.06% | Q3 2021 | Q2 2022 | 4 |
TEL | TE CONNECTIVITY LTD | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
LOW | LOWES COS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
FCX | FREEPORT-MCMORAN INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
GWW | GRAINGER W W INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
CR | CRANE CO | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
VZ | VERIZON COMMUNICATIONS... | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2020 | 4 |
RGLD | ROYAL GOLD INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
CVX | CHEVRON CORP NEW | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 4 |
NDSN | NORDSON CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 4 |
DCI | DONALDSON INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
COH | COACH INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
VOD | VODAFONE GROUP PLC NEW | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 4 |
ALC | ALCON INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
PB | PROSPERITY BANCSHARES INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
AMGN | AMGEN INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 4 |
TTM TECHNOLOGIES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 | |
EMXC | ISHARES INC | 3 | 3 | 1.91% | 3.25% | 4.15% | Q1 2023 | Q3 2023 | 3 |
TSN | TYSON FOODS INC | 3 | 3 | 0.00% | 2.46% | 7.37% | Q2 2022 | Q4 2022 | 3 |
WFCPRL | WELLS FARGO CO NEW | 3 | 3 | 0.75% | 1.27% | 1.63% | Q2 2022 | Q4 2022 | 3 |
ZM | ZOOM VIDEO COMMUNICATI... | 3 | 3 | 0.35% | 0.51% | 0.80% | Q3 2020 | Q1 2021 | 3 |
GSG | ISHARES S&P GSCI COMMO... | 3 | 3 | 0.06% | 0.47% | 1.27% | Q1 2022 | Q3 2022 | 3 |
SPOT | SPOTIFY TECHNOLOGY S A | 2 | 1 | 0.01% | 0.14% | 0.42% | Q4 2018 | Q3 2020 | 3 |
IBB | ISHARES TR | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q3 2021 | 3 |
UCO | PROSHARES TR II | 3 | 3 | 0.06% | 0.09% | 0.14% | Q4 2021 | Q2 2022 | 3 |
TOTL | SSGA ACTIVE ETF TR | 3 | 3 | 0.02% | 0.06% | 0.10% | Q2 2022 | Q4 2022 | 3 |
STAG | STAG INDL INC | 3 | 3 | 0.02% | 0.06% | 0.11% | Q2 2022 | Q4 2022 | 3 |
COIN | COINBASE GLOBAL INC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
PFF | ISHARES TR | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q4 2020 | 3 |
PM | PHILIP MORRIS INTL INC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2019 | 3 |
STX | SEAGATE TECHNOLOGY HLD... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
CB | CHUBB LIMITED | 2 | 1 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 3 |
UBSI | UNITED BANKSHARES INC ... | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
MDU | MDU RES GROUP INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
KO | COCA COLA CO | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2019 | 3 |
XOM | EXXON MOBIL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ALB | ALBEMARLE CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CERU | CERULEAN PHARMA INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
MFC | MANULIFE FINL CORP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
ABBV | ABBVIE INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 3 |
BEN | FRANKLIN RESOURCES INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 3 |
MSM | MSC INDL DIRECT INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 3 |
CAG | CONAGRA BRANDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
USB | US BANCORP DEL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
SONO | SONOS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
WBA | WALGREENS BOOTS ALLIAN... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
DASH | DOORDASH INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
EBAY | EBAY INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
PORTFOLIO RECOVERY ASS... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 | |
DOC | PHYSICIANS RLTY TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
PSX | PHILLIPS 66 | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
XLU | SELECT SECTOR SPDR TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
OTEX | OPEN TEXT CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
DBEF | DBX ETF TR | 2 | 2 | 14.81% | 15.34% | 15.87% | Q4 2016 | Q1 2017 | 2 |
CALF | PACER FDS TR | 2 | 2 | 4.33% | 5.01% | 5.68% | Q2 2023 | Q3 2023 | 2 |
ARKK | ARK ETF TR | 2 | 2 | 0.05% | 1.88% | 3.72% | Q4 2020 | Q1 2021 | 2 |
BACPRL | BK OF AMERICA CORP | 2 | 2 | 1.30% | 1.40% | 1.50% | Q3 2022 | Q4 2022 | 2 |
QQQJ | INVESCO EXCH TRADED FD... | 2 | 2 | 0.97% | 1.30% | 1.62% | Q1 2021 | Q2 2021 | 2 |
KLAC | KLA CORP | 2 | 2 | 0.74% | 0.80% | 0.85% | Q3 2021 | Q4 2021 | 2 |
AMAT | APPLIED MATLS INC | 2 | 2 | 0.72% | 0.75% | 0.78% | Q3 2021 | Q4 2021 | 2 |
RSP | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.03% | 0.36% | 0.69% | Q1 2021 | Q2 2021 | 2 |
RENT THE RUNWAY INC | 2 | 2 | 0.21% | 0.26% | 0.31% | Q2 2022 | Q3 2022 | 2 | |
VCSH | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.06% | 0.10% | 0.13% | Q2 2022 | Q3 2022 | 2 |
MACQUARIE INFRASTRUCTU... | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 | |
VMW | VMWARE INC | 2 | 2 | 0.00% | 0.03% | 0.07% | Q2 2022 | Q3 2022 | 2 |
CEF | SPROTT PHYSICAL GOLD &... | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2022 | Q3 2022 | 2 |
BCE | BCE INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
UGI | UGI CORP NEW | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
HAS | HASBRO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
ACN | ACCENTURE PLC IRELAND | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
ICVT | ISHARES TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
AVY | AVERY DENNISON CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
VAR | VARIAN MED SYS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
RBC | REGAL REXNORD CORPORATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
ORCL | ORACLE CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
PG | PROCTER AND GAMBLE CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
CSL | CARLISLE COS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
INGR | INGREDION INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
GRMN | GARMIN LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
CHRW | C H ROBINSON WORLDWIDE... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
IBM | INTERNATIONAL BUSINESS... | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
FUL | FULLER H B CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
AFL | AFLAC INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
CREE INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 | |
BXMT | BLACKSTONE MTG TR INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
FDS | FACTSET RESH SYS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
RAI | REYNOLDS AMERICAN INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
VIAC | PARAMOUNT GLOBAL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
FLR | FLUOR CORP NEW | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BAMR | BROOKFIELD ASSET MGMT ... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
HASI | HANNON ARMSTRONG SUST ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
PSLV | SPROTT PHYSICAL SILVER TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
BATT | AMPLIFY ETF TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
EMQQ | EXCHANGE TRADED CONCEP... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
VTV | VANGUARD INDEX FDS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
PENNYMAC CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 | |
ECHO GLOBAL LOGISTICS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 | |
CALAMP CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 | |
GNCA | GENOCEA BIOSCIENCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
DISCK | DISCOVERY INC | 1 | 1 | 3.04% | 3.04% | 3.04% | Q4 2018 | Q4 2018 | 1 |
HCA | HCA HEALTHCARE INC | 1 | 1 | 2.47% | 2.47% | 2.47% | Q4 2018 | Q4 2018 | 1 |
XLP | SELECT SECTOR SPDR TR | 1 | 1 | 2.38% | 2.38% | 2.38% | Q4 2022 | Q4 2022 | 1 |
HBI | HANESBRANDS INC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q4 2018 | Q4 2018 | 1 |
NLSN | NIELSEN HLDGS PLC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q4 2018 | Q4 2018 | 1 |
CBS | CBS CORP NEW | 1 | 1 | 1.79% | 1.79% | 1.79% | Q4 2018 | Q4 2018 | 1 |
CHTR | CHARTER COMMUNICATIONS... | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2018 | Q4 2018 | 1 |
LSXMK | LIBERTY MEDIA CORP DEL... | 1 | 1 | 1.39% | 1.39% | 1.39% | Q4 2018 | Q4 2018 | 1 |
GLIBA | GCI LIBERTY INC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2018 | Q4 2018 | 1 |
QRTEA | QURATE RETAIL INC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2018 | Q4 2018 | 1 |
CVS | CVS HEALTH CORP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2018 | Q4 2018 | 1 |
COMM | COMMSCOPE HLDG CO INC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2018 | Q4 2018 | 1 |
MRNA | MODERNA INC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2021 | Q4 2021 | 1 |
ADBE | ADOBE SYSTEMS INCORPOR... | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2020 | Q3 2020 | 1 |
LSXMA | LIBERTY MEDIA CORP DEL... | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2018 | Q4 2018 | 1 |
SQ | BLOCK INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
TLT | ISHARES TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
EWW | ISHARES | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
VYMI | VANGUARD WHITEHALL FDS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
ASEA | GLOBAL X FDS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
FNDF | SCHWAB STRATEGIC TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
LLY | LILLY ELI & CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
VGLT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
WFC | WELLS FARGO CO NEW | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
XLE | SELECT SECTOR SPDR TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
EWG | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
BIIB | BIOGEN INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
MO | ALTRIA GROUP INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
DFJ | WISDOMTREE TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
STE | STERIS PLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
PHG | KONINKLIJKE PHILIPS N V | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
T | AT&T INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
GD | GENERAL DYNAMICS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
SBUX | STARBUCKS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CINF | CINCINNATI FINL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
REGN | REGENERON PHARMACEUTICALS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
AGN | ALLERGAN PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
GE | GENERAL ELECTRIC CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MET | METLIFE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BMRN | BIOMARIN PHARMACEUTICA... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
ARCC | ARES CAP CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
D | DOMINION ENERGY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
HSBC | HSBC HLDGS PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
LNT | ALLIANT ENERGY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BAC | BANK AMER CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WDC | WESTERN DIGITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
EVRG | EVERGY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HNI | HNI CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
JCI | JOHNSON CTLS INTL PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
RPM | RPM INTL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
IAA | IAA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BGS | B & G FOODS INC NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ALGN | ALIGN TECHNOLOGY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
AVGO | BROADCOM LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
DD | DUPONT DE NEMOURS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NFG | NATIONAL FUEL GAS CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JWN | NORDSTROM INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PKG | PACKAGING CORP AMER | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
RBLX | ROBLOX CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
UPS | UNITED PARCEL SERVICE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DOW | DOW INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HA | HAWAIIAN HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WLK | WESTLAKE CORPORATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
EWU | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MKSI | MKS INSTRUMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ALV | AUTOLIV INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DLB | DOLBY LABORATORIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
AM | ANTERO MIDSTREAM CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SWK | STANLEY BLACK & DECKER... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TR | TOOTSIE ROLL INDS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
FITB | FIFTH THIRD BANCORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
EMR | EMERSON ELEC CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
PRG | PROG HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FTS | FORTIS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
IJH | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PBCT | PEOPLES UNITED FINANCI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CTVA | CORTEVA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HCSG | HEALTHCARE SVCS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ZFGN | ZAFGEN INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VT | VANGUARD INTL EQUITY I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HTGC | HERCULES CAPITAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HRL | HORMEL FOODS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
REGL | PROSHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NVT | NVENT ELECTRIC PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NUAN | NUANCE COMMUNICATIONS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
JOF | JAPAN SMALLER CAPITALI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ETN | EATON CORP PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
JPM | JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CME | CME GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
UNP | UNION PAC CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LBRDK | LIBERTY BROADBAND CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CRNC | CERENCE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LBRDA | LIBERTY BROADBAND CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BBY | BEST BUY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
VIG | VANGUARD SPECIALIZED F... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TUP | TUPPERWARE BRANDS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MPC | MARATHON PETE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
VREX | VAREX IMAGING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
VNE | VEONEER INCORPORATED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SLQD | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SHELL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 | |
BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LGFB | LIONS GATE ENTMNT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Download |
The securities at the top of the list , including APPLE INC, ALPHABET INC, and MICROSOFT CORP, are the highest-conviction holdings of Artemis Wealth Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Artemis Wealth Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Artemis Wealth Advisors, LLC owns currently or has owned in the past.