350 is the total number of securities KMG FIDUCIARY PARTNERS, LLC has owned. The longest KMG FIDUCIARY PARTNERS, LLC has owned a single stock is 20 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 20 | 20 | 6.38% | 9.06% | 11.02% | Q4 2018 | Q3 2023 | 20 |
AAPL | APPLE INC | 20 | 20 | 4.27% | 6.61% | 8.46% | Q4 2018 | Q3 2023 | 20 |
MSFT | MICROSOFT CORP | 20 | 20 | 3.40% | 4.63% | 5.54% | Q4 2018 | Q3 2023 | 20 |
AMZN | AMAZON COM INC | 20 | 20 | 2.04% | 2.95% | 3.81% | Q4 2018 | Q3 2023 | 20 |
JPM | JPMORGAN CHASE & CO | 20 | 20 | 2.21% | 2.70% | 3.32% | Q4 2018 | Q3 2023 | 20 |
GOOGL | ALPHABET INC | 20 | 20 | 1.81% | 2.65% | 3.40% | Q4 2018 | Q3 2023 | 20 |
PG | PROCTER & GAMBLE CO | 20 | 20 | 1.24% | 1.91% | 2.74% | Q4 2018 | Q3 2023 | 20 |
MDY | SPDR S&P MIDCAP 400 ET... | 20 | 20 | 0.53% | 1.86% | 3.29% | Q4 2018 | Q3 2023 | 20 |
LQD | ISHARES TR | 20 | 20 | 0.08% | 1.78% | 3.42% | Q4 2018 | Q3 2023 | 20 |
QCOM | QUALCOMM INC | 20 | 20 | 0.98% | 1.72% | 2.34% | Q4 2018 | Q3 2023 | 20 |
IWF | ISHARES TR | 20 | 20 | 0.40% | 1.58% | 4.29% | Q4 2018 | Q3 2023 | 20 |
MRK | MERCK & CO. INC | 20 | 20 | 0.53% | 1.57% | 2.71% | Q4 2018 | Q3 2023 | 20 |
HYG | ISHARES TR | 20 | 20 | 0.23% | 1.51% | 2.55% | Q4 2018 | Q3 2023 | 20 |
KO | COCA COLA CO | 20 | 20 | 1.18% | 1.51% | 2.16% | Q4 2018 | Q3 2023 | 20 |
IWP | ISHARES TR | 20 | 20 | 0.40% | 1.50% | 2.65% | Q4 2018 | Q3 2023 | 20 |
AXP | AMERICAN EXPRESS CO | 20 | 20 | 0.47% | 1.36% | 2.17% | Q4 2018 | Q3 2023 | 20 |
VZ | VERIZON COMMUNICATIONS... | 20 | 20 | 0.90% | 1.26% | 1.66% | Q4 2018 | Q3 2023 | 20 |
BLK | BLACKROCK INC | 20 | 20 | 0.82% | 1.17% | 1.50% | Q4 2018 | Q3 2023 | 20 |
IWS | ISHARES TR | 20 | 20 | 0.29% | 1.17% | 2.13% | Q4 2018 | Q3 2023 | 20 |
WELL | WELLTOWER INC | 20 | 20 | 0.40% | 1.13% | 2.43% | Q4 2018 | Q3 2023 | 20 |
VRP | INVESCO EXCH TRADED FD... | 20 | 20 | 0.03% | 1.13% | 2.85% | Q4 2018 | Q3 2023 | 20 |
FB | META PLATFORMS INC | 20 | 20 | 0.62% | 1.12% | 1.68% | Q4 2018 | Q3 2023 | 20 |
VNQ | VANGUARD INDEX FDS | 20 | 20 | 0.17% | 1.12% | 3.37% | Q4 2018 | Q3 2023 | 20 |
PEP | PEPSICO INC | 20 | 20 | 0.63% | 1.10% | 1.64% | Q4 2018 | Q3 2023 | 20 |
BA | BOEING CO | 20 | 20 | 0.20% | 1.04% | 2.81% | Q4 2018 | Q3 2023 | 20 |
DIS | DISNEY WALT CO | 20 | 20 | 0.50% | 1.01% | 1.50% | Q4 2018 | Q3 2023 | 20 |
MCD | MCDONALDS CORP | 20 | 20 | 0.77% | 1.01% | 1.37% | Q4 2018 | Q3 2023 | 20 |
UNH | UNITEDHEALTH GROUP INC | 20 | 20 | 0.36% | 1.00% | 1.52% | Q4 2018 | Q3 2023 | 20 |
ABBV | ABBVIE INC | 20 | 20 | 0.30% | 0.87% | 1.73% | Q4 2018 | Q3 2023 | 20 |
SBUX | STARBUCKS CORP | 20 | 20 | 0.31% | 0.84% | 1.34% | Q4 2018 | Q3 2023 | 20 |
INTC | INTEL CORP | 20 | 20 | 0.23% | 0.81% | 1.13% | Q4 2018 | Q3 2023 | 20 |
EXG | EATON VANCE TAX MNGD G... | 20 | 20 | 0.39% | 0.80% | 1.41% | Q4 2018 | Q3 2023 | 20 |
T | AT&T INC | 20 | 20 | 0.20% | 0.79% | 1.53% | Q4 2018 | Q3 2023 | 20 |
VCIT | VANGUARD SCOTTSDALE FDS | 20 | 20 | 0.47% | 0.74% | 1.10% | Q4 2018 | Q3 2023 | 20 |
FDL | FIRST TR MORNINGSTAR D... | 20 | 20 | 0.09% | 0.67% | 1.68% | Q4 2018 | Q3 2023 | 20 |
CSCO | CISCO SYS INC | 20 | 20 | 0.46% | 0.65% | 0.82% | Q4 2018 | Q3 2023 | 20 |
BIIB | BIOGEN INC | 20 | 20 | 0.05% | 0.64% | 1.69% | Q4 2018 | Q3 2023 | 20 |
AMGN | AMGEN INC | 20 | 20 | 0.22% | 0.57% | 0.89% | Q4 2018 | Q3 2023 | 20 |
DUK | DUKE ENERGY CORP NEW | 20 | 20 | 0.31% | 0.57% | 0.92% | Q4 2018 | Q3 2023 | 20 |
CRM | SALESFORCE INC | 20 | 20 | 0.30% | 0.57% | 0.98% | Q4 2018 | Q3 2023 | 20 |
LLY | LILLY ELI & CO | 20 | 20 | 0.12% | 0.52% | 1.68% | Q4 2018 | Q3 2023 | 20 |
JNJ | JOHNSON & JOHNSON | 20 | 20 | 0.26% | 0.50% | 0.65% | Q4 2018 | Q3 2023 | 20 |
IBM | INTERNATIONAL BUSINESS... | 20 | 20 | 0.31% | 0.42% | 0.50% | Q4 2018 | Q3 2023 | 20 |
GD | GENERAL DYNAMICS CORP | 20 | 20 | 0.23% | 0.39% | 0.59% | Q4 2018 | Q3 2023 | 20 |
BRKB | BERKSHIRE HATHAWAY INC... | 20 | 20 | 0.18% | 0.38% | 1.07% | Q4 2018 | Q3 2023 | 20 |
ORCL | ORACLE CORP | 20 | 20 | 0.11% | 0.37% | 0.96% | Q4 2018 | Q3 2023 | 20 |
PYPL | PAYPAL HLDGS INC | 20 | 20 | 0.12% | 0.36% | 0.67% | Q4 2018 | Q3 2023 | 20 |
COST | COSTCO WHSL CORP NEW | 20 | 20 | 0.23% | 0.28% | 0.36% | Q4 2018 | Q3 2023 | 20 |
BMY | BRISTOL-MYERS SQUIBB CO | 20 | 20 | 0.08% | 0.26% | 0.46% | Q4 2018 | Q3 2023 | 20 |
ABT | ABBOTT LABS | 20 | 20 | 0.16% | 0.23% | 0.30% | Q4 2018 | Q3 2023 | 20 |
IYH | ISHARES TR | 20 | 20 | 0.12% | 0.20% | 0.43% | Q4 2018 | Q3 2023 | 20 |
YUM | YUM BRANDS INC | 20 | 20 | 0.13% | 0.18% | 0.29% | Q4 2018 | Q3 2023 | 20 |
TXN | TEXAS INSTRS INC | 20 | 20 | 0.10% | 0.16% | 0.26% | Q4 2018 | Q3 2023 | 20 |
XLF | SELECT SECTOR SPDR TR | 20 | 20 | 0.06% | 0.16% | 0.44% | Q4 2018 | Q3 2023 | 20 |
MKC | MCCORMICK & CO INC | 20 | 20 | 0.05% | 0.16% | 0.29% | Q4 2018 | Q3 2023 | 20 |
KRE | SPDR SER TR | 20 | 20 | 0.03% | 0.15% | 0.32% | Q4 2018 | Q3 2023 | 20 |
HON | HONEYWELL INTL INC | 20 | 20 | 0.09% | 0.14% | 0.22% | Q4 2018 | Q3 2023 | 20 |
ADI | ANALOG DEVICES INC | 20 | 20 | 0.08% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 20 |
HBAN | HUNTINGTON BANCSHARES INC | 20 | 20 | 0.05% | 0.11% | 0.22% | Q4 2018 | Q3 2023 | 20 |
YUMC | YUM CHINA HLDGS INC | 20 | 20 | 0.05% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 20 |
AMP | AMERIPRISE FINL INC | 20 | 20 | 0.04% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 20 |
WM | WASTE MGMT INC DEL | 20 | 20 | 0.05% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 20 |
CVS | CVS HEALTH CORP | 19 | 19 | 0.31% | 0.94% | 1.79% | Q1 2019 | Q3 2023 | 19 |
CVX | CHEVRON CORP NEW | 14 | 5 | 0.09% | 0.90% | 1.77% | Q4 2018 | Q3 2023 | 19 |
GS | GOLDMAN SACHS GROUP INC | 19 | 19 | 0.28% | 0.73% | 1.32% | Q1 2019 | Q3 2023 | 19 |
NFLX | NETFLIX INC | 13 | 6 | 0.20% | 0.40% | 0.67% | Q4 2018 | Q3 2023 | 19 |
LOW | LOWES COS INC | 13 | 6 | 0.09% | 0.33% | 0.78% | Q4 2018 | Q3 2023 | 19 |
IJR | ISHARES TR | 12 | 7 | 0.06% | 0.27% | 0.60% | Q4 2018 | Q3 2023 | 19 |
GOOG | ALPHABET INC | 17 | 2 | 0.07% | 0.26% | 0.48% | Q4 2018 | Q3 2023 | 19 |
ATVI | ACTIVISION BLIZZARD INC | 19 | 19 | 0.10% | 0.26% | 0.53% | Q4 2018 | Q2 2023 | 19 |
XOM | EXXON MOBIL CORP | 12 | 7 | 0.06% | 0.15% | 0.29% | Q4 2018 | Q3 2023 | 19 |
IJH | ISHARES TR | 14 | 5 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 19 |
WMT | WALMART INC | 18 | 18 | 0.07% | 0.18% | 0.35% | Q2 2019 | Q3 2023 | 18 |
MDT | MEDTRONIC PLC | 18 | 18 | 0.03% | 0.12% | 0.25% | Q4 2018 | Q1 2023 | 18 |
SO | SOUTHERN CO | 13 | 5 | 0.04% | 0.10% | 0.19% | Q1 2019 | Q3 2023 | 18 |
BAC | BK OF AMERICA CORP | 13 | 5 | 0.06% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 18 |
VRIG | INVESCO ACTIVELY MANAG... | 17 | 17 | 0.32% | 0.95% | 1.65% | Q3 2019 | Q3 2023 | 17 |
STWD | STARWOOD PPTY TR INC | 12 | 5 | 0.13% | 0.44% | 0.80% | Q4 2018 | Q3 2023 | 17 |
HD | HOME DEPOT INC | 17 | 17 | 0.07% | 0.32% | 0.53% | Q3 2019 | Q3 2023 | 17 |
PFF | ISHARES TR | 7 | 3 | 0.04% | 0.23% | 0.43% | Q4 2018 | Q3 2023 | 17 |
HDV | ISHARES TR | 17 | 17 | 0.04% | 0.15% | 0.25% | Q3 2019 | Q3 2023 | 17 |
FLRN | SPDR SER TR | 17 | 17 | 0.04% | 0.12% | 0.28% | Q3 2019 | Q3 2023 | 17 |
USB | US BANCORP DEL | 12 | 5 | 0.04% | 0.10% | 0.24% | Q4 2018 | Q3 2023 | 17 |
MO | ALTRIA GROUP INC | 15 | 2 | 0.04% | 0.10% | 0.32% | Q4 2018 | Q3 2023 | 17 |
NVDA | NVIDIA CORPORATION | 16 | 16 | 0.23% | 0.88% | 1.99% | Q4 2019 | Q3 2023 | 16 |
V | VISA INC | 16 | 16 | 0.06% | 0.48% | 0.60% | Q4 2019 | Q3 2023 | 16 |
BABA | ALIBABA GROUP HLDG LTD | 16 | 16 | 0.06% | 0.44% | 0.87% | Q4 2018 | Q3 2022 | 16 |
CAH | CARDINAL HEALTH INC | 16 | 16 | 0.04% | 0.44% | 1.14% | Q4 2019 | Q3 2023 | 16 |
GM | GENERAL MTRS CO | 11 | 5 | 0.12% | 0.32% | 0.55% | Q4 2018 | Q3 2023 | 16 |
NSC | NORFOLK SOUTHN CORP | 15 | 1 | 0.07% | 0.14% | 0.21% | Q2 2019 | Q3 2023 | 16 |
VGT | VANGUARD WORLD FDS | 11 | 5 | 0.05% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 16 |
IEFA | ISHARES TR | 15 | 15 | 0.67% | 1.00% | 1.70% | Q1 2020 | Q3 2023 | 15 |
MET | METLIFE INC | 15 | 15 | 0.33% | 0.55% | 1.07% | Q1 2020 | Q3 2023 | 15 |
VO | VANGUARD INDEX FDS | 15 | 15 | 0.09% | 0.41% | 1.24% | Q1 2020 | Q3 2023 | 15 |
NOC | NORTHROP GRUMMAN CORP | 15 | 15 | 0.26% | 0.37% | 0.45% | Q1 2020 | Q3 2023 | 15 |
TMUS | T-MOBILE US INC | 15 | 15 | 0.27% | 0.36% | 0.46% | Q1 2020 | Q3 2023 | 15 |
CI | THE CIGNA GROUP | 15 | 15 | 0.27% | 0.35% | 0.45% | Q1 2020 | Q3 2023 | 15 |
TWTR | TWITTER INC | 15 | 15 | 0.06% | 0.32% | 0.42% | Q4 2018 | Q2 2022 | 15 |
NKE | NIKE INC | 15 | 15 | 0.03% | 0.29% | 0.43% | Q1 2020 | Q3 2023 | 15 |
PFE | PFIZER INC | 14 | 1 | 0.09% | 0.27% | 0.40% | Q1 2019 | Q3 2023 | 15 |
IGSB | ISHARES TR | 14 | 1 | 0.07% | 0.25% | 0.52% | Q4 2019 | Q3 2023 | 15 |
AEP | AMERICAN ELEC PWR CO INC | 15 | 15 | 0.12% | 0.23% | 0.36% | Q1 2020 | Q3 2023 | 15 |
ALL | ALLSTATE CORP | 13 | 2 | 0.06% | 0.18% | 0.34% | Q3 2019 | Q3 2023 | 15 |
TSLA | TESLA INC | 15 | 15 | 0.07% | 0.16% | 0.25% | Q1 2020 | Q3 2023 | 15 |
EPS | WISDOMTREE TR | 15 | 15 | 0.15% | 0.16% | 0.18% | Q1 2020 | Q3 2023 | 15 |
DLN | WISDOMTREE TR | 15 | 15 | 0.12% | 0.14% | 0.16% | Q1 2020 | Q3 2023 | 15 |
FLTR | VANECK VECTORS ETF TRUST | 15 | 15 | 0.05% | 0.13% | 0.25% | Q3 2019 | Q1 2023 | 15 |
IHDG | WISDOMTREE TR | 15 | 15 | 0.10% | 0.12% | 0.15% | Q1 2020 | Q3 2023 | 15 |
INTU | INTUIT | 15 | 15 | 0.06% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
MDYV | SPDR SER TR | 15 | 15 | 0.04% | 0.10% | 0.64% | Q1 2020 | Q3 2023 | 15 |
DWM | WISDOMTREE TR | 15 | 15 | 0.07% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
D | DOMINION ENERGY INC | 15 | 15 | 0.04% | 0.08% | 0.20% | Q1 2019 | Q3 2022 | 15 |
DGRE | WISDOMTREE TR | 15 | 15 | 0.06% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
RTX | RTX CORPORATION | 14 | 14 | 0.63% | 0.84% | 1.06% | Q2 2020 | Q3 2023 | 14 |
FPE | FIRST TR EXCH TRADED F... | 14 | 14 | 0.04% | 0.64% | 1.29% | Q3 2019 | Q4 2022 | 14 |
WFC | WELLS FARGO CO NEW | 7 | 7 | 0.04% | 0.62% | 1.63% | Q4 2018 | Q3 2022 | 14 |
AMAT | APPLIED MATLS INC | 14 | 14 | 0.30% | 0.41% | 0.59% | Q2 2020 | Q3 2023 | 14 |
GSY | INVESCO ACTIVELY MANAG... | 14 | 14 | 0.05% | 0.35% | 0.68% | Q2 2020 | Q3 2023 | 14 |
MMM | 3M CO | 11 | 3 | 0.16% | 0.31% | 0.65% | Q4 2019 | Q3 2023 | 14 |
MUB | ISHARES TR | 14 | 14 | 0.12% | 0.18% | 0.27% | Q2 2020 | Q3 2023 | 14 |
CTAS | CINTAS CORP | 14 | 14 | 0.08% | 0.16% | 0.31% | Q2 2020 | Q3 2023 | 14 |
EES | WISDOMTREE TR | 14 | 14 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
MAR | MARRIOTT INTL INC NEW | 13 | 13 | 0.21% | 0.56% | 0.98% | Q3 2020 | Q3 2023 | 13 |
DAL | DELTA AIR LINES INC DEL | 13 | 13 | 0.24% | 0.51% | 0.76% | Q3 2020 | Q3 2023 | 13 |
UPS | UNITED PARCEL SERVICE INC | 13 | 13 | 0.24% | 0.42% | 0.63% | Q3 2020 | Q3 2023 | 13 |
PRU | PRUDENTIAL FINL INC | 13 | 13 | 0.13% | 0.40% | 0.69% | Q3 2020 | Q3 2023 | 13 |
MS | MORGAN STANLEY | 12 | 1 | 0.19% | 0.35% | 0.67% | Q1 2020 | Q3 2023 | 13 |
BX | BLACKSTONE INC | 13 | 13 | 0.07% | 0.25% | 0.36% | Q3 2020 | Q3 2023 | 13 |
F | FORD MTR CO DEL | 10 | 1 | 0.04% | 0.22% | 0.46% | Q1 2019 | Q3 2023 | 13 |
IP | INTL PAPER CO | 8 | 5 | 0.05% | 0.21% | 0.39% | Q4 2018 | Q3 2022 | 13 |
BK | BANK NEW YORK MELLON CORP | 13 | 13 | 0.04% | 0.17% | 0.38% | Q3 2020 | Q3 2023 | 13 |
ACN | ACCENTURE PLC IRELAND | 5 | 3 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 13 |
XLI | SELECT SECTOR SPDR TR | 10 | 3 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 13 |
AGG | ISHARES TR | 9 | 1 | 0.03% | 1.24% | 1.80% | Q2 2020 | Q3 2023 | 12 |
SQ | SQUARE INC | 12 | 12 | 0.13% | 0.30% | 0.50% | Q4 2019 | Q3 2022 | 12 |
VTI | VANGUARD INDEX FDS | 12 | 12 | 0.20% | 0.30% | 0.37% | Q4 2020 | Q3 2023 | 12 |
XBI | SPDR SER TR | 10 | 2 | 0.03% | 0.07% | 0.09% | Q1 2019 | Q1 2022 | 12 |
VCSH | VANGUARD SCOTTSDALE FDS | 12 | 12 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q3 2022 | 12 |
SAIA | SAIA INC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
HCA | HCA HEALTHCARE INC | 11 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 12 |
IWD | ISHARES TR | 7 | 4 | 0.07% | 1.18% | 2.65% | Q1 2020 | Q3 2023 | 11 |
CAT | CATERPILLAR INC | 11 | 11 | 0.07% | 0.39% | 0.66% | Q1 2021 | Q3 2023 | 11 |
TMO | THERMO FISHER SCIENTIF... | 11 | 11 | 0.21% | 0.26% | 0.30% | Q1 2021 | Q3 2023 | 11 |
SNAP | SNAP INC | 11 | 11 | 0.05% | 0.25% | 0.48% | Q4 2019 | Q2 2022 | 11 |
FHN | FIRST HORIZON CORPORATION | 11 | 11 | 0.04% | 0.21% | 0.54% | Q1 2021 | Q3 2023 | 11 |
AVGO | BROADCOM INC | 11 | 11 | 0.05% | 0.12% | 0.31% | Q1 2021 | Q3 2023 | 11 |
EVN | EATON VANCE MUNI INCOM... | 6 | 5 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q2 2022 | 11 |
PLD | PROLOGIS INC. | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
AMD | ADVANCED MICRO DEVICES... | 10 | 10 | 0.06% | 0.61% | 0.99% | Q2 2021 | Q3 2023 | 10 |
DRIV | GLOBAL X FDS | 10 | 10 | 0.05% | 0.35% | 0.68% | Q1 2021 | Q2 2023 | 10 |
NTAP | NETAPP INC | 10 | 10 | 0.05% | 0.16% | 0.24% | Q2 2021 | Q3 2023 | 10 |
PANW | PALO ALTO NETWORKS INC | 10 | 10 | 0.04% | 0.15% | 0.30% | Q2 2021 | Q3 2023 | 10 |
BRKA | BERKSHIRE HATHAWAY INC... | 10 | 10 | 0.13% | 0.15% | 0.17% | Q2 2021 | Q3 2023 | 10 |
CIBR | FIRST TR EXCHANGE TRAD... | 6 | 4 | 0.04% | 0.12% | 0.27% | Q4 2018 | Q1 2022 | 10 |
VIG | VANGUARD SPECIALIZED F... | 10 | 10 | 0.08% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
SPG | SIMON PPTY GROUP INC NEW | 10 | 10 | 0.03% | 0.09% | 0.18% | Q2 2021 | Q3 2023 | 10 |
IVOL | KRANESHARES TR | 10 | 10 | 0.04% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 10 |
GLD | SPDR GOLD TR | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
ESGV | VANGUARD WORLD FD | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
XLE | SELECT SECTOR SPDR TR | 10 | 10 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
FITB | FIFTH THIRD BANCORP | 6 | 4 | 0.03% | 0.07% | 0.32% | Q1 2021 | Q3 2023 | 10 |
SCHP | SCHWAB STRATEGIC TR | 10 | 10 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
SAVE | SPIRIT AIRLS INC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
VIGI | VANGUARD WHITEHALL FDS | 10 | 10 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
VHT | VANGUARD WORLD FDS | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
RSP | INVESCO EXCHANGE TRADE... | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
JEPI | J P MORGAN EXCHANGE-TR... | 9 | 9 | 0.04% | 0.45% | 0.77% | Q3 2021 | Q3 2023 | 9 |
ISRG | INTUITIVE SURGICAL INC | 9 | 9 | 0.07% | 0.31% | 0.47% | Q3 2021 | Q3 2023 | 9 |
IEMG | ISHARES INC | 5 | 4 | 0.09% | 0.27% | 0.45% | Q4 2018 | Q3 2023 | 9 |
TGT | TARGET CORP | 9 | 9 | 0.05% | 0.22% | 0.37% | Q2 2021 | Q2 2023 | 9 |
ROKU | ROKU INC | 9 | 9 | 0.03% | 0.19% | 0.43% | Q4 2019 | Q4 2021 | 9 |
BSX | BOSTON SCIENTIFIC CORP | 8 | 8 | 0.06% | 0.23% | 0.39% | Q4 2019 | Q3 2021 | 8 |
MPLX | MPLX LP | 8 | 8 | 0.04% | 0.23% | 0.36% | Q4 2021 | Q3 2023 | 8 |
C | CITIGROUP INC | 7 | 1 | 0.10% | 0.21% | 0.28% | Q1 2020 | Q3 2023 | 8 |
CAG | CONAGRA BRANDS INC | 8 | 8 | 0.08% | 0.20% | 0.29% | Q4 2021 | Q3 2023 | 8 |
RY | ROYAL BK CDA SUSTAINABL | 8 | 8 | 0.12% | 0.19% | 0.24% | Q4 2021 | Q3 2023 | 8 |
WYNN | WYNN RESORTS LTD | 5 | 3 | 0.05% | 0.17% | 0.33% | Q3 2020 | Q4 2022 | 8 |
IWB | ISHARES TR | 8 | 8 | 0.06% | 0.15% | 0.30% | Q4 2021 | Q3 2023 | 8 |
PII | POLARIS INC | 8 | 8 | 0.04% | 0.10% | 0.18% | Q1 2021 | Q4 2022 | 8 |
SPBO | SPDR SER TR | 8 | 8 | 0.04% | 0.10% | 0.17% | Q2 2020 | Q1 2022 | 8 |
FTCS | FIRST TR EXCHANGE-TRAD... | 4 | 4 | 0.04% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 8 |
MINT | PIMCO ETF TR | 8 | 8 | 0.05% | 0.06% | 0.09% | Q3 2020 | Q2 2022 | 8 |
GE | GENERAL ELECTRIC CO | 6 | 2 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q2 2021 | 8 |
STX | SEAGATE TECHNOLOGY HLD... | 6 | 2 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q2 2023 | 8 |
NSA | NATIONAL STORAGE AFFIL... | 7 | 1 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q1 2023 | 8 |
IWR | ISHARES TR | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
MMP | MAGELLAN MIDSTREAM PRT... | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2023 | 8 |
VNLA | JANUS DETROIT STR TR | 6 | 1 | 0.06% | 0.62% | 0.95% | Q4 2020 | Q3 2023 | 7 |
MLPX | GLOBAL X FDS | 7 | 7 | 0.05% | 0.33% | 0.44% | Q1 2022 | Q3 2023 | 7 |
ADM | ARCHER DANIELS MIDLAND CO | 7 | 7 | 0.30% | 0.32% | 0.36% | Q1 2020 | Q3 2021 | 7 |
LULU | LULULEMON ATHLETICA INC | 6 | 1 | 0.05% | 0.22% | 0.40% | Q4 2019 | Q3 2023 | 7 |
UBER | UBER TECHNOLOGIES INC | 7 | 7 | 0.09% | 0.22% | 0.29% | Q3 2020 | Q1 2022 | 7 |
CLF | CLEVELAND-CLIFFS INC NEW | 4 | 3 | 0.03% | 0.16% | 0.28% | Q3 2021 | Q3 2023 | 7 |
IBB | ISHARES TR | 7 | 7 | 0.06% | 0.15% | 0.26% | Q4 2018 | Q2 2020 | 7 |
FLOT | ISHARES TR | 4 | 3 | 0.04% | 0.07% | 0.12% | Q4 2019 | Q3 2021 | 7 |
CTLT | CATALENT INC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 7 |
ICSH | ISHARES TR | 7 | 7 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q2 2022 | 7 |
SPLG | SPDR SER TR | 6 | 6 | 0.12% | 1.28% | 1.75% | Q2 2022 | Q3 2023 | 6 |
HYLS | FIRST TR EXCHANGE-TRAD... | 6 | 6 | 0.08% | 0.86% | 1.16% | Q2 2022 | Q3 2023 | 6 |
JPIB | J P MORGAN EXCHANGE TR... | 6 | 6 | 0.06% | 0.71% | 0.91% | Q2 2022 | Q3 2023 | 6 |
GTO | INVESCO ACTIVELY MANAG... | 6 | 6 | 0.08% | 0.69% | 0.88% | Q2 2022 | Q3 2023 | 6 |
SRLN | SSGA ACTIVE ETF TR | 6 | 6 | 0.42% | 0.65% | 0.86% | Q2 2022 | Q3 2023 | 6 |
PM | PHILIP MORRIS INTL INC | 4 | 2 | 0.07% | 0.13% | 0.19% | Q1 2019 | Q4 2022 | 6 |
DOW | DOW INC | 4 | 2 | 0.07% | 0.11% | 0.14% | Q2 2019 | Q4 2022 | 6 |
LVS | LAS VEGAS SANDS CORP | 4 | 2 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q3 2023 | 6 |
ADP | AUTOMATIC DATA PROCESS... | 5 | 1 | 0.03% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 6 |
VOO | VANGUARD INDEX FDS | 4 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 6 |
UTX | UNITED TECHNOLOGIES CORP | 5 | 5 | 1.43% | 1.47% | 1.49% | Q4 2018 | Q4 2019 | 5 |
PSX | PHILLIPS 66 | 5 | 5 | 0.14% | 0.19% | 0.22% | Q3 2022 | Q3 2023 | 5 |
HBI | HANESBRANDS INC | 5 | 5 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q4 2022 | 5 |
EPD | ENTERPRISE PRODS PARTN... | 5 | 5 | 0.08% | 0.10% | 0.11% | Q4 2018 | Q4 2019 | 5 |
MU | MICRON TECHNOLOGY INC | 3 | 2 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q4 2022 | 5 |
KHC | KRAFT HEINZ CO | 4 | 1 | 0.04% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 5 |
SPY | SPDR S&P 500 ETF TR | 4 | 4 | 0.05% | 0.55% | 2.03% | Q1 2020 | Q4 2020 | 4 |
AGGY | WISDOMTREE TR | 3 | 1 | 0.07% | 0.49% | 0.73% | Q4 2019 | Q4 2020 | 4 |
BNDX | VANGUARD CHARLOTTE FDS | 4 | 4 | 0.16% | 0.40% | 0.50% | Q4 2022 | Q3 2023 | 4 |
SNOW | SNOWFLAKE INC | 4 | 4 | 0.05% | 0.38% | 0.60% | Q2 2021 | Q1 2022 | 4 |
DE | DEERE & CO | 4 | 4 | 0.27% | 0.30% | 0.33% | Q4 2020 | Q3 2021 | 4 |
BIV | VANGUARD BD INDEX FDS | 4 | 4 | 0.10% | 0.28% | 0.36% | Q4 2022 | Q3 2023 | 4 |
VV | VANGUARD INDEX FDS | 4 | 4 | 0.05% | 0.28% | 0.37% | Q4 2022 | Q3 2023 | 4 |
IVE | ISHARES TR | 4 | 4 | 0.03% | 0.27% | 0.57% | Q4 2022 | Q3 2023 | 4 |
VUG | VANGUARD INDEX FDS | 4 | 4 | 0.12% | 0.25% | 0.30% | Q4 2022 | Q3 2023 | 4 |
TIP | ISHARES TR | 4 | 4 | 0.09% | 0.22% | 0.27% | Q4 2022 | Q3 2023 | 4 |
ISTB | ISHARES TR | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
VTV | VANGUARD INDEX FDS | 4 | 4 | 0.13% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
WORK | SLACK TECHNOLOGIES INC | 4 | 4 | 0.18% | 0.21% | 0.24% | Q3 2020 | Q2 2021 | 4 |
DEM | WISDOMTREE TR | 4 | 4 | 0.11% | 0.20% | 0.33% | Q4 2018 | Q3 2019 | 4 |
BSV | VANGUARD BD INDEX FDS | 4 | 4 | 0.13% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
FTSM | FIRST TR EXCHANGE-TRAD... | 4 | 4 | 0.15% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
VGK | VANGUARD INTL EQUITY I... | 4 | 4 | 0.10% | 0.18% | 0.30% | Q4 2018 | Q3 2019 | 4 |
STZ | CONSTELLATION BRANDS INC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q3 2020 | Q2 2021 | 4 |
EFG | ISHARES TR | 4 | 4 | 0.16% | 0.18% | 0.24% | Q4 2022 | Q3 2023 | 4 |
NTGR | NETGEAR INC | 4 | 4 | 0.11% | 0.18% | 0.26% | Q4 2018 | Q3 2019 | 4 |
VWO | VANGUARD INTL EQUITY I... | 4 | 4 | 0.07% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
SCHF | SCHWAB STRATEGIC TR | 4 | 4 | 0.05% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 4 |
RODM | LATTICE STRATEGIES TR | 4 | 4 | 0.10% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
KEY | KEYCORP | 3 | 1 | 0.04% | 0.15% | 0.21% | Q1 2020 | Q3 2023 | 4 |
XLB | SELECT SECTOR SPDR TR | 4 | 4 | 0.07% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
IWM | ISHARES TR | 4 | 4 | 0.06% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
WBA | WALGREENS BOOTS ALLIAN... | 4 | 4 | 0.09% | 0.13% | 0.16% | Q1 2022 | Q4 2022 | 4 |
VB | VANGUARD INDEX FDS | 4 | 4 | 0.07% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
BBY | BEST BUY INC | 4 | 4 | 0.09% | 0.13% | 0.15% | Q1 2022 | Q4 2022 | 4 |
VPL | VANGUARD INTL EQUITY I... | 4 | 4 | 0.09% | 0.13% | 0.18% | Q4 2018 | Q3 2019 | 4 |
ITW | ILLINOIS TOOL WKS INC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q3 2019 | Q2 2020 | 4 |
LMBS | FIRST TR EXCHANGE-TRAD... | 4 | 4 | 0.08% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
PPL | PPL CORP | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2019 | Q4 2019 | 4 |
VOE | VANGUARD INDEX FDS | 4 | 4 | 0.04% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
SCHB | SCHWAB STRATEGIC TR | 4 | 4 | 0.06% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
MFC | MANULIFE FINL CORP | 4 | 4 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q4 2019 | 4 |
BOTZ | GLOBAL X FDS | 4 | 4 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q4 2021 | 4 |
ADBE | ADOBE SYSTEMS INCORPOR... | 4 | 4 | 0.03% | 0.06% | 0.09% | Q1 2022 | Q4 2022 | 4 |
RWR | SPDR SER TR | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
AON | AON PLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
INFL | LISTED FD TR | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
SUSA | ISHARES TR | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
QQQ | INVESCO QQQ TR | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 4 |
RPM | RPM INTL INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 |
PJUL | INNOVATOR ETFS TR | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
PMX | PIMCO MUN INCOME FD III | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 4 |
SOFI | SOFI TECHNOLOGIES INC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 4 |
CELG | CELGENE CORP | 2 | 1 | 0.46% | 0.51% | 0.55% | Q4 2018 | Q3 2019 | 3 |
AMLP | ALPS ETF TR | 3 | 3 | 0.27% | 0.28% | 0.30% | Q4 2018 | Q2 2019 | 3 |
EFA | ISHARES TR | 3 | 3 | 0.25% | 0.26% | 0.26% | Q1 2023 | Q3 2023 | 3 |
MRVL | MARVELL TECHNOLOGY GRO... | 3 | 3 | 0.22% | 0.23% | 0.24% | Q3 2020 | Q1 2021 | 3 |
DVN | DEVON ENERGY CORP NEW | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
IVW | ISHARES TR | 3 | 3 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q3 2023 | 3 |
DEO | DIAGEO PLC | 3 | 3 | 0.13% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
M | MACYS INC | 3 | 3 | 0.10% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
IJJ | ISHARES TR | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
EEM | ISHARES TR | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
FTSL | FIRST TR EXCHANGE-TRAD... | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
COP | CONOCOPHILLIPS | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2018 | Q2 2019 | 3 |
CNDT | CONDUENT INC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
VOT | VANGUARD INDEX FDS | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
RDSA | ROYAL DUTCH SHELL PLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q4 2018 | Q2 2019 | 3 |
NVS | NOVARTIS AG | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
PFG | PRINCIPAL FINANCIAL GR... | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
K | KELLOGG CO | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
IJT | ISHARES TR | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
GENERAL ELECTRIC CO | 3 | 3 | 0.04% | 0.04% | 0.06% | Q3 2021 | Q1 2022 | 3 | |
NEM | NEWMONT CORP | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 3 |
LNT | ALLIANT ENERGY CORP | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
ETR | ENTERGY CORP NEW | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
VTIP | VANGUARD MALVERN FDS | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
DWDP | DOWDUPONT INC | 2 | 2 | 0.41% | 0.43% | 0.44% | Q4 2018 | Q1 2019 | 2 |
CASH | PATHWARD FINANCIAL INC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q1 2023 | 2 |
DD | DUPONT DE NEMOURS INC | 2 | 2 | 0.12% | 0.15% | 0.19% | Q2 2019 | Q3 2019 | 2 |
WMB | WILLIAMS COS INC DEL | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2019 | Q2 2019 | 2 |
VEU | VANGUARD INTL EQUITY I... | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q1 2019 | 2 |
EWJ | ISHARES INC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q1 2019 | 2 |
IJK | ISHARES TR | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
FLDR | FIDELITY MERRIMACK STR TR | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q4 2020 | 2 |
HOMB | HOME BANCSHARES INC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
SCHW | SCHWAB CHARLES CORP | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
STX | SEAGATE TECHNOLOGY PLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q2 2019 | Q1 2021 | 2 |
FISV | FISERV INC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
ANTM | ANTHEM INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q4 2020 | 2 |
SDGR | SCHRODINGER INC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q4 2020 | 2 |
IJS | ISHARES TR | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
VLO | VALERO ENERGY CORP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
XLNX | XILINX INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
SWKS | SKYWORKS SOLUTIONS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
STLD | STEEL DYNAMICS INC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 2 |
RBLX | ROBLOX CORP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
NEE | NEXTERA ENERGY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 2 |
MPC | MARATHON PETE CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 2 |
PHM | PULTE GROUP INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
IR | INGERSOLL RAND INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MDXG | MIMEDX GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
RTN | RAYTHEON CO | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2020 | Q1 2020 | 1 |
IUSB | ISHARES TR | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2022 | Q4 2022 | 1 |
GOVT | ISHARES TR | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2022 | Q4 2022 | 1 |
BP | BP PLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2018 | Q4 2018 | 1 |
RJF | RAYMOND JAMES FINANCIA... | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2020 | Q1 2020 | 1 |
LYFT | LYFT INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
MRVL | MARVELL TECHNOLOGY INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
EFV | ISHARES TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
GNRC | GENERAC HLDGS INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
FJUN | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
AOK | ISHARES TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
PFXF | VANECK VECTORS ETF TRUST | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
PHDG | INVESCO ACTIVELY MANAG... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
MUNI | PIMCO ETF TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
JMUB | J P MORGAN EXCHANGE TR... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
MCY | MERCURY GENL CORP NEW | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
DVY | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
PGX | INVESCO EXCHNG TRADED ... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
LM | LEGG MASON INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
MRNA | MODERNA INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
BND | VANGUARD BD INDEX FD INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
FCX | FREEPORT-MCMORAN INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
PGF | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
COIN | COINBASE GLOBAL INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
IAGG | ISHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
OGN | ORGANON & CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
EVA | ENVIVA PARTNERS LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
FDX | FEDEX CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
IDEV | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
FTC | FIRST TRUST LRGCP GWT ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
PMAY | INNOVATOR ETFS TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
OC | OWENS CORNING NEW | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ACWI | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
AMLP | ALPS ETF TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
MOH | MOLINA HEALTHCARE INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
DKNG | DRAFTKINGS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
WARNER BROS DISCOVERY INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 | |
KMB | KIMBERLY-CLARK CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
VBK | VANGUARD INDEX FDS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
GINKGO BIOWORKS HOLDIN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 | |
LBYYQ | LIBBEY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Download |
The securities at the top of the list , including ISHARES TR, APPLE INC, and MICROSOFT CORP, are the highest-conviction holdings of KMG FIDUCIARY PARTNERS, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by KMG FIDUCIARY PARTNERS, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that KMG FIDUCIARY PARTNERS, LLC owns currently or has owned in the past.