240 is the total number of securities C-J Advisory, Inc. has owned. The longest C-J Advisory, Inc. has owned a single stock is 21 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
TILT | FLEXSHARES TRUST MORNS... | 21 | 21 | 17.02% | 21.07% | 23.77% | Q3 2016 | Q3 2021 | 21 |
TLTD | FLEXSHARES TRUST M STA... | 21 | 21 | 6.80% | 9.08% | 11.07% | Q3 2016 | Q3 2021 | 21 |
VV | VANGUARD LARGE-CAP IND... | 21 | 21 | 6.25% | 7.47% | 8.58% | Q3 2016 | Q3 2021 | 21 |
IWL | ISHARES RUSSELL TOP 20... | 21 | 21 | 6.66% | 7.36% | 7.86% | Q3 2016 | Q3 2021 | 21 |
AGG | ISHARES CORE U.S. AGGR... | 21 | 21 | 6.53% | 7.20% | 9.42% | Q3 2016 | Q3 2021 | 21 |
BSV | VANGUARD SHORT TERM BOND | 21 | 21 | 4.97% | 5.47% | 6.76% | Q3 2016 | Q3 2021 | 21 |
IEFA | ISHARES CORE MSCI EAFE... | 21 | 21 | 4.34% | 4.75% | 5.16% | Q3 2016 | Q3 2021 | 21 |
ADSK | AUTODESK INC | 21 | 21 | 2.65% | 4.44% | 7.02% | Q3 2016 | Q3 2021 | 21 |
SUB | ISHARES TRS&P SHORT TE... | 21 | 21 | 2.47% | 3.53% | 4.28% | Q3 2016 | Q3 2021 | 21 |
IEMG | ISHARES CORE MSCI EMER... | 21 | 21 | 2.54% | 2.76% | 3.21% | Q3 2016 | Q3 2021 | 21 |
DSI | ISHARES TR KLD 400 SOC... | 21 | 21 | 1.58% | 2.70% | 4.63% | Q3 2016 | Q3 2021 | 21 |
BIV | VANGUARD INTERMEDIATE-... | 21 | 21 | 2.07% | 2.27% | 2.82% | Q3 2016 | Q3 2021 | 21 |
VB | VANGUARD SMALL CAP ETF | 21 | 21 | 1.67% | 2.02% | 2.30% | Q3 2016 | Q3 2021 | 21 |
SPY | SPDR S&P 500 ETF | 21 | 21 | 1.22% | 1.93% | 2.46% | Q3 2016 | Q3 2021 | 21 |
MUB | ISHARES AMT-FREE MUNI ... | 21 | 21 | 0.88% | 1.20% | 1.40% | Q3 2016 | Q3 2021 | 21 |
IJK | ISHARES S&P MIDCAP 400... | 21 | 21 | 0.36% | 0.80% | 1.09% | Q3 2016 | Q3 2021 | 21 |
TFI | SPDR MUNICIPAL BOND ETF | 21 | 21 | 0.37% | 0.60% | 0.89% | Q3 2016 | Q3 2021 | 21 |
EFA | ISHARES MSCI EAFE ETF | 21 | 21 | 0.17% | 0.54% | 0.82% | Q3 2016 | Q3 2021 | 21 |
CSCO | CISCO SYS INC | 21 | 21 | 0.02% | 0.42% | 1.08% | Q3 2016 | Q3 2021 | 21 |
AAPL | APPLE INC | 21 | 21 | 0.11% | 0.38% | 2.00% | Q3 2016 | Q3 2021 | 21 |
VNQ | VANGUARD REIT INDEX ETF | 18 | 18 | 0.38% | 1.85% | 3.40% | Q3 2016 | Q4 2020 | 18 |
LCII | LCI INDS COM | 12 | 6 | 0.10% | 0.15% | 0.20% | Q1 2017 | Q3 2021 | 18 |
FB | FACEBOOK INC CL A | 17 | 17 | 0.01% | 0.61% | 1.33% | Q3 2017 | Q3 2021 | 17 |
VTV | VANGUARD VALUE ETF | 14 | 3 | 0.12% | 0.44% | 0.57% | Q3 2016 | Q3 2021 | 17 |
BAC | BK OF AMERICA CORP COM | 14 | 1 | 0.10% | 0.15% | 0.19% | Q3 2016 | Q3 2021 | 16 |
AOA | ISHARES S&P AGGRESSIVE... | 10 | 6 | 0.02% | 0.13% | 0.19% | Q3 2017 | Q3 2021 | 16 |
SUSA | ISHARES MSCI USA ESG S... | 15 | 15 | 0.14% | 1.84% | 3.25% | Q1 2018 | Q3 2021 | 15 |
ESGD | ISHARES MSCI EAFE ESG ... | 15 | 15 | 0.15% | 1.79% | 3.07% | Q1 2018 | Q3 2021 | 15 |
NUSC | NUVEEN ESG SMALL-CAP ETF | 15 | 15 | 0.10% | 1.26% | 2.46% | Q1 2018 | Q3 2021 | 15 |
NUBD | NUVEEN ESG U.S. AGGREG... | 15 | 15 | 0.09% | 0.82% | 1.27% | Q1 2018 | Q3 2021 | 15 |
ESGE | ISHARES MSCI EM ESG SE... | 15 | 15 | 0.05% | 0.64% | 1.15% | Q1 2018 | Q3 2021 | 15 |
SUSC | ISHARES ESG USD CORPOR... | 15 | 15 | 0.05% | 0.55% | 0.88% | Q1 2018 | Q3 2021 | 15 |
IVV | ISHARES S&P 500 INDEX | 13 | 2 | 0.10% | 0.11% | 0.13% | Q3 2016 | Q3 2021 | 15 |
ADBE | ADOBE SYS INC | 14 | 14 | 0.62% | 2.13% | 4.77% | Q3 2016 | Q4 2019 | 14 |
AMZN | AMAZON.COM INC | 14 | 14 | 0.41% | 1.28% | 2.84% | Q3 2016 | Q4 2019 | 14 |
TLTE | FLEXSHARES TR | 14 | 14 | 0.43% | 0.56% | 0.66% | Q3 2016 | Q4 2019 | 14 |
INTC | INTEL CORP COM | 14 | 14 | 0.15% | 0.39% | 0.88% | Q3 2016 | Q4 2019 | 14 |
BND | VANGUARD TOTAL BOND MA... | 14 | 14 | 0.30% | 0.36% | 0.43% | Q3 2016 | Q4 2019 | 14 |
O | REALTY INCOME CORP | 14 | 14 | 0.28% | 0.34% | 0.49% | Q3 2016 | Q4 2019 | 14 |
PYPL | PAYPAL HLDGS INC COM | 14 | 14 | 0.17% | 0.27% | 0.50% | Q3 2016 | Q4 2019 | 14 |
VIOV | VANGUARD ADMIRAL FDSIN... | 14 | 14 | 0.13% | 0.16% | 0.18% | Q3 2016 | Q4 2019 | 14 |
RWO | SPDR DJ GLOBAL REAL ES... | 13 | 13 | 0.01% | 1.64% | 2.80% | Q3 2016 | Q3 2019 | 13 |
GOOGL | GOOGLE INC | 13 | 13 | 0.08% | 0.10% | 0.11% | Q3 2016 | Q3 2019 | 13 |
EBAY | EBAY INC | 13 | 13 | 0.06% | 0.09% | 0.17% | Q3 2016 | Q3 2019 | 13 |
DTE | DTE ENERGY CO COM | 13 | 13 | 0.07% | 0.08% | 0.08% | Q3 2016 | Q3 2019 | 13 |
MSFT | MICROSOFT | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q3 2019 | 13 |
GOOG | ALPHABET INC CAP STK CL C | 13 | 13 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q3 2019 | 13 |
CI | CIGNA CORP NEW COM | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q3 2019 | 13 |
VZ | VERIZON COMMUNICATIONS | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2019 | 13 |
MA | MASTERCARD INC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2019 | 13 |
AWK | AMERICAN WTR WKS CO IN... | 13 | 13 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q3 2019 | 13 |
PNC | PNC FINL SVCS GROUP IN... | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2019 | 13 |
TJX | TJX COS INC NEW COM | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q3 2019 | 13 |
EOG | EOG RESOURCES INC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2019 | 13 |
UBFO | UNITED SEC BANCSHARES ... | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
AFL | AFLAC INC COM | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
HD | HOME DEPOT | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
UN | UNILEVER N V N Y SHS NEW | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
ETN | EATON CORP PLC SHS | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
MKC | MCCORMICK & CO INC COM... | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
TGT | TARGET CORP COM | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
MRK | MERCK & CO INC COM | 13 | 13 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2019 | 13 |
KEY | KEYCORP NEW COM | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
PANW | PALO ALTO NETWORKS INC... | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
SBUX | STARBUCKS CORP | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
COST | COSTCO WHOLESALE CORP | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2019 | 13 |
JBHT | JB HUNT TRANSPORT SERV... | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2019 | 13 |
DGX | QUEST DIAGNOSTICS INC COM | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
XYL | XYLEM INC COM | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2019 | 13 |
JNJ | JOHNSON & JOHNSON COM | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2019 | 13 |
MPC | MARATHON PETE CORP | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2019 | 13 |
PG | PROCTER & GAMBLE CO COM | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2019 | 13 |
BKNG | PRICELINE.COM INC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2019 | 13 |
CVS | CVS HEALTH CORP COM | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
ADI | ANALOG DEVICES INC COM | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
AVB | AVALONBAY CMNTYS INC COM | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
HCP | HCP INC COM | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
MDT | MEDTRONIC PLC SHS | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
FRC | FIRST REPUBLIC BANK | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
RGA | REINSURANCE GROUP AMER... | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2019 | 13 |
BDX | BECTON DICKINSON & CO COM | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
APA | APACHE CORP COM | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2019 | 13 |
UPS | UNITED PARCEL SERVICE INC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
ECL | ECOLAB INC COM | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2019 | 13 |
CBM | CAMBREX CORP | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
VRSK | VERISK ANALYTICS INCCL A | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
SBAC | SBA COMMUNICATIONS CP | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
SEE | SEALED AIR CORP NEW COM | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2019 | 13 |
WAB | WABTEC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2019 | 13 |
FSLR | FIRST SOLAR INC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2019 | 13 |
CRM | SALESFORCE COM | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
GIS | GENERAL MLS INC COM | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
BWA | BORG WARNER AUTOMOTIVE... | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
EWBC | EAST WEST BANCORP | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2019 | 13 |
XLNX | XILINX INC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
MTX | MINERALS TECHNOLOGIES INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2019 | 13 |
HXL | HEXCEL CORP NEW COM | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2019 | 13 |
ANSS | ANSYS INC COM | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2019 | 13 |
PWR | QUANTA SERVICES INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2019 | 13 |
OKE | ONEOK INC NEW COM | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
OMC | OMNICOM GROUP INC COM | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
NWL | NEWELL BRANDS INC COM | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2019 | 12 |
CELG | CELGENE CORP COM | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2019 | 12 |
CERN | CERNER CORP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2019 | 12 |
FRT | FEDERAL REALTY INVT TR... | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2019 | 12 |
SCHZ | SCHWAB US AGGREGATE BO... | 11 | 11 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q2 2019 | 11 |
JCI | JOHNSON CTLS INC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2019 | 11 |
TSCO | TRACTOR SUPPLY CO COM | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 11 |
BIIB | BIOGEN INC COM | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2019 | 11 |
LOGM | LOGMEIN INC COM | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 11 |
CB | CHUBB LIMITED COM | 10 | 10 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q4 2018 | 10 |
AGR | AVANGRID INC COM | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2019 | 10 |
UNFI | UNITED NATURAL FOODSINC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2018 | 10 |
AYI | ACUITY BRANDS INC COM | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2018 | 10 |
MXIM | MAXIM INTEGRATED PRODS... | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2018 | 10 |
BLKB | BLACKBAUD INC COM | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
NOV | NATIONAL OILWELL VARCO... | 6 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 10 |
IGSB | ISHARES 1-3 YR CREDIT ... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2018 | 10 |
SPAB | SPDR PORTFOLIO AGGREGA... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2018 | 10 |
ILMN | ILLUMINA INC COM | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2019 | 9 |
NXPI | NXP SEMICONDUCTORS NV COM | 5 | 4 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 9 |
BK | BANK NEW YORK MELLON C... | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2019 | 9 |
VFC | V F CORP COM | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 9 |
NKE | NIKE INC CL B | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 9 |
ROK | ROCKWELL AUTOMATION IN... | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 9 |
HPQ | HP INC COM | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 9 |
HPE | HEWLETT PACKARD ENTERP... | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 9 |
AMGN | AMGEN INC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2019 | 8 |
FFIV | F5 NETWORKS INC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q2 2018 | 8 |
IQV | IQVIA HLDGS INC COM | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 8 |
SYY | SYSCO CORP COM | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
WM | WASTE MGMT INC DEL COM | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
GILD | GILEAD SCIENCES INC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2019 | 8 |
HES | HESS CORP COM | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2018 | 8 |
MIDD | MIDDLEBY CORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
LULU | LULULEMON ATHLETICA INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
TILE | INTERFACE INC COM | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2019 | 8 |
AOM | ISHARES MODERATE ALLOC... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
T | AT&T INC COM | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
IR | INGERSOLL-RAND PLC SHS | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
ZBH | ZIMMER HLDGS INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2018 | 7 |
MSCI | MSCI INC COM | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2018 | 7 |
TXN | TEXAS INSTRS INC COM | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
UNH | UNITEDHEALTH GROUP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2018 | 7 |
IFF | INTERNATIONAL FLAVORS&... | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
HOLX | HOLOGIC INC COM | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2018 | 7 |
ACIA | ACACIA COMMUNICATIONS ... | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
CLB | CORE LABORATORIES N V COM | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
CTXS | CITRIX SYSTEMS INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
BAX | BAXTER INTL INC COM | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
WBS | WEBSTER FINL CORP CONN | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
NGG | NATIONAL GRID TRANSCO PLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2017 | 6 |
WAT | WATERS CORP COM | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
MRO | MARATHON OIL CORP COM | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
AKS | AK STL HLDG CORP COM | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
TRMB | TRIMBLE NAV LTD | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
OI | OWENS-ILLINOIS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
ALNY | ALNYLAM PHARMACEUTICAL... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
DXC | DXC TECHNOLOGY CO COM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
GBT | GLOBAL BLOOD THERAPEUT... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
FOLD | AMICUS THERAPEUTICS IN... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
NVS | NOVARTIS AG ADR | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
MMM | 3M CO COM | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
ABB | ABB LTD SPONSORED ADR | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2018 | 5 |
TSLA | TESLA MOTORS INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
IPGP | IPG PHOTONICS CORP COM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
FSK | FS KKR CAPITAL CORP COM | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q3 2018 | 4 |
MEAR | ISHARES SHORT MATURITY... | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q3 2019 | 4 |
IUSB | ISHARES CORE TOTAL USD... | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 4 |
KRG | KITE RLTY GROUP TR COM... | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
VTR | VENTAS INC COM | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
VTEB | VANGUARD TAX-EXEMPT BO... | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
AMT | AMERICAN TOWER CORP NE... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
SIR | SELECT INCOME REIT COM... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
SF | STIFEL FINANCIAL CP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
APD | AIR PRODS & CHEMS INC COM | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
DCP | DCP MIDSTREAM LP COM U... | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
TRGP | TARGA RES CORP COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
KYN | KAYNE ANDERSN MLP MIDS... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
KMI | KINDER MORGAN INC DEL COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
LHCG | LHC GROUP INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
SBRA | SABRA HEALTH CARE REIT... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
CLNY | COLONY CAP INC NEW CL ... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
MFGP | MICRO FOCUS INTERNATIO... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
NRE | NORTHSTAR REALTY EUROP... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
RMR | RMR GROUP INC CL A | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
VUG | VANGUARD GROWTH ETF | 3 | 3 | 2.24% | 2.40% | 2.54% | Q1 2021 | Q3 2021 | 3 |
SUSB | ISHARES ESG AWARE 1-5 ... | 3 | 3 | 0.46% | 0.76% | 0.91% | Q1 2021 | Q3 2021 | 3 |
TRV | TRAVELERS COMPANIES IN... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
CET | CENTRAL SECS CORP COM | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
JPM | JPMORGAN CHASE & CO COM | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
WMT | WALMART INC COM | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
ADP | AUTOMATIC DATA PROCESS... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
SCD | LMP CAP & INCOME FD IN... | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 3 |
FITB | FIFTH THIRD BANCORP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q1 2017 | 3 |
LUV | SOUTHWEST AIRLS CO COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
IJH | ISHARES S&P MIDCAP FUND | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
ED | CONSOLIDATED EDISON IN... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
FDEU | FIRST TR DYNAMIC EUROP... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
AXP | AMERICAN EXPRESS CO COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
BBT | BB&T CORP COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
ABBV | ABBVIE INC COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
BCX | BLACKROCK RES & COMM S... | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
DUK | DUKE ENERGY CORP NEW C... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
LNC | LINCOLN NATL CORP IND COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
CVX | CHEVRON CORP NEW COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
ALL | ALLSTATE CORP COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
PFE | PFIZER INC COM | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
LW | LAMB WESTON HLDGS INC COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
LRCX | LAM RESEARCH CORP COM | 1 | 1 | 0.17% | 0.22% | 0.27% | Q2 2020 | Q4 2020 | 2 |
DISCA | DISCOVERY HLDG CO | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q4 2016 | 2 |
BST | BLACKROCK SCIENCE & TE... | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Q | IQVIA HLDGS INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
PLD | PROLOGIS SHARE BENEFIC... | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2019 | 2 |
ACN | ACCENTURE PLC IRELAND ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
SIVB | SVB FINL GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
IJT | ISHARES S&P SMALL-CAP ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
GDV | GABELLI DIVD & INCOME ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
TY | TRI CONTL CORP COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
THQ | TEKLA HEALTHCARE OPPOR... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
GVI | ISHARES INTERMEDIATE G... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
FFA | FIRST TR ENHANCED EQTY... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
RVT | ROYCE VALUE TR INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
HTD | HANCOCK JOHN TAX-ADV D... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
RQI | COHEN & STEERS QUALITY... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
CSQ | CALAMOS STRATEGIC TOTL... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
ORCL | ORACLE CORP COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
ITW | ILLINOIS TOOL WKS INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
CII | BLACKROCK ENH CAP & IN... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
BTO | HANCOCK JOHN FINL OPPT... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
BDJ | BLACKROCK ENHANCED EQT... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
NFJ | ALLIANZGI NFJ DIVID IN... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
EOS | EATON VANCE ENH EQTY I... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
AZN | ASTRAZENECA PLC SPONSO... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
XRAY | DENTSPLY SIRONA INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
WMB | WILLIAMS COS INC DEL COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NYT | NEW YORK TIMES CO CL A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
UAA | UNDER ARMOUR INC CL A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
UBER | UBER TECHNOLOGIES INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PRSP | PERSPECTA INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
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The securities at the top of the list , including FLEXSHARES TRUST MORNSTAR USMKT ETF, FLEXSHARES TRUST M STAR DEV MKT ETF, and VANGUARD LARGE-CAP INDEX FUND, are the highest-conviction holdings of C-J Advisory, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by C-J Advisory, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that C-J Advisory, Inc. owns currently or has owned in the past.