445 is the total number of securities RDA Financial Network has owned. The longest RDA Financial Network has owned a single stock is 19 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
QQQ | INVESCO QQQ TR | 19 | 19 | 3.08% | 4.63% | 6.72% | Q1 2019 | Q3 2023 | 19 |
RSP | INVESCO EXCHANGE TRADE... | 19 | 19 | 0.62% | 2.86% | 6.69% | Q1 2019 | Q3 2023 | 19 |
AAPL | APPLE INC | 19 | 19 | 1.70% | 2.70% | 3.44% | Q1 2019 | Q3 2023 | 19 |
VYM | VANGUARD WHITEHALL FDS... | 19 | 19 | 2.03% | 2.56% | 3.29% | Q1 2019 | Q3 2023 | 19 |
MSFT | MICROSOFT CORP | 19 | 19 | 0.85% | 2.11% | 3.06% | Q1 2019 | Q3 2023 | 19 |
SPIB | SPDR SER TR | 19 | 19 | 1.62% | 2.03% | 2.81% | Q1 2019 | Q3 2023 | 19 |
VEA | VANGUARD TAX-MANAGED I... | 19 | 19 | 0.34% | 1.82% | 4.69% | Q1 2019 | Q3 2023 | 19 |
SPYD | SPDR SER TR | 19 | 19 | 1.24% | 1.70% | 2.30% | Q1 2019 | Q3 2023 | 19 |
IJR | ISHARES TR | 19 | 19 | 0.81% | 1.64% | 3.36% | Q1 2019 | Q3 2023 | 19 |
GOOGL | ALPHABET INC | 19 | 19 | 0.52% | 1.61% | 2.56% | Q1 2019 | Q3 2023 | 19 |
STIP | ISHARES TR | 19 | 19 | 1.14% | 1.56% | 2.49% | Q1 2019 | Q3 2023 | 19 |
JPM | JPMORGAN CHASE & CO | 19 | 19 | 1.04% | 1.45% | 1.89% | Q1 2019 | Q3 2023 | 19 |
UNH | UNITEDHEALTH GROUP INC | 19 | 19 | 0.74% | 1.34% | 2.62% | Q1 2019 | Q3 2023 | 19 |
USRT | ISHARES TR | 19 | 19 | 0.87% | 1.33% | 1.63% | Q1 2019 | Q3 2023 | 19 |
SPYV | SPDR SER TR | 19 | 19 | 1.02% | 1.32% | 1.65% | Q1 2019 | Q3 2023 | 19 |
AMZN | AMAZON COM INC | 19 | 19 | 0.61% | 1.26% | 1.77% | Q1 2019 | Q3 2023 | 19 |
ACWI | ISHARES TR | 19 | 19 | 0.81% | 1.18% | 2.07% | Q1 2019 | Q3 2023 | 19 |
AVGO | BROADCOM INC | 19 | 19 | 0.44% | 1.08% | 1.86% | Q1 2019 | Q3 2023 | 19 |
FB | META PLATFORMS INC | 19 | 19 | 0.73% | 1.05% | 1.63% | Q1 2019 | Q3 2023 | 19 |
ADBE | ADOBE SYSTEMS INCORPOR... | 19 | 19 | 0.46% | 0.99% | 1.42% | Q1 2019 | Q3 2023 | 19 |
BABA | ALIBABA GROUP HLDG LTD | 19 | 19 | 0.58% | 0.95% | 1.48% | Q1 2019 | Q3 2023 | 19 |
V | VISA INC | 19 | 19 | 0.52% | 0.94% | 1.37% | Q1 2019 | Q3 2023 | 19 |
NVDA | NVIDIA CORPORATION | 19 | 19 | 0.11% | 0.91% | 2.24% | Q1 2019 | Q3 2023 | 19 |
AOK | ISHARES TR | 19 | 19 | 0.48% | 0.88% | 1.35% | Q1 2019 | Q3 2023 | 19 |
FEX | FIRST TR LRGE CP CORE ... | 19 | 19 | 0.22% | 0.87% | 1.41% | Q1 2019 | Q3 2023 | 19 |
PG | PROCTER & GAMBLE CO | 19 | 19 | 0.12% | 0.83% | 3.30% | Q1 2019 | Q3 2023 | 19 |
FIXD | FIRST TR EXCHNG TRADED... | 19 | 19 | 0.18% | 0.81% | 1.29% | Q1 2019 | Q3 2023 | 19 |
SPLG | SPDR SER TR | 19 | 19 | 0.18% | 0.78% | 1.90% | Q1 2019 | Q3 2023 | 19 |
VTI | VANGUARD INDEX FDS | 19 | 19 | 0.53% | 0.70% | 0.88% | Q1 2019 | Q3 2023 | 19 |
EW | EDWARDS LIFESCIENCES CORP | 19 | 19 | 0.36% | 0.68% | 1.00% | Q1 2019 | Q3 2023 | 19 |
VZ | VERIZON COMMUNICATIONS... | 19 | 19 | 0.36% | 0.68% | 0.94% | Q1 2019 | Q3 2023 | 19 |
XSLV | INVESCO EXCH TRADED FD... | 19 | 19 | 0.58% | 0.68% | 0.79% | Q1 2019 | Q3 2023 | 19 |
QYLD | GLOBAL X FDS | 19 | 19 | 0.15% | 0.68% | 0.97% | Q1 2019 | Q3 2023 | 19 |
ALGN | ALIGN TECHNOLOGY INC | 19 | 19 | 0.31% | 0.66% | 1.08% | Q1 2019 | Q3 2023 | 19 |
BRKB | BERKSHIRE HATHAWAY INC... | 19 | 19 | 0.44% | 0.65% | 0.98% | Q1 2019 | Q3 2023 | 19 |
VTV | VANGUARD INDEX FDS | 19 | 19 | 0.52% | 0.64% | 0.79% | Q1 2019 | Q3 2023 | 19 |
XLP | SELECT SECTOR SPDR TR | 19 | 19 | 0.45% | 0.58% | 0.69% | Q1 2019 | Q3 2023 | 19 |
HDV | ISHARES TR | 19 | 19 | 0.19% | 0.56% | 0.86% | Q1 2019 | Q3 2023 | 19 |
WELL | WELLTOWER INC | 19 | 19 | 0.44% | 0.55% | 0.65% | Q1 2019 | Q3 2023 | 19 |
IJH | ISHARES TR | 19 | 19 | 0.26% | 0.54% | 1.44% | Q1 2019 | Q3 2023 | 19 |
VHT | VANGUARD WORLD FDS | 19 | 19 | 0.23% | 0.53% | 0.81% | Q1 2019 | Q3 2023 | 19 |
ARCC | ARES CAPITAL CORP | 19 | 19 | 0.20% | 0.53% | 0.74% | Q1 2019 | Q3 2023 | 19 |
SPHD | INVESCO EXCH TRADED FD... | 19 | 19 | 0.26% | 0.52% | 0.72% | Q1 2019 | Q3 2023 | 19 |
MOAT | VANECK VECTORS ETF TRUST | 19 | 19 | 0.22% | 0.50% | 0.76% | Q1 2019 | Q3 2023 | 19 |
XLF | SELECT SECTOR SPDR TR | 19 | 19 | 0.30% | 0.49% | 0.75% | Q1 2019 | Q3 2023 | 19 |
ITB | ISHARES TR | 19 | 19 | 0.36% | 0.48% | 0.68% | Q1 2019 | Q3 2023 | 19 |
DBEM | DBX ETF TR | 19 | 19 | 0.26% | 0.45% | 0.57% | Q1 2019 | Q3 2023 | 19 |
VWO | VANGUARD INTL EQUITY I... | 19 | 19 | 0.28% | 0.44% | 0.78% | Q1 2019 | Q3 2023 | 19 |
AOM | ISHARES TR | 19 | 19 | 0.11% | 0.44% | 0.57% | Q1 2019 | Q3 2023 | 19 |
AMGN | AMGEN INC | 19 | 19 | 0.08% | 0.40% | 0.84% | Q1 2019 | Q3 2023 | 19 |
PGX | INVESCO EXCH TRADED FD... | 19 | 19 | 0.18% | 0.40% | 0.53% | Q1 2019 | Q3 2023 | 19 |
FPX | FIRST TR EXCHANGE TRAD... | 19 | 19 | 0.20% | 0.38% | 0.56% | Q1 2019 | Q3 2023 | 19 |
JNJ | JOHNSON & JOHNSON | 19 | 19 | 0.29% | 0.37% | 0.50% | Q1 2019 | Q3 2023 | 19 |
EPR | EPR PPTYS | 19 | 19 | 0.23% | 0.37% | 0.57% | Q1 2019 | Q3 2023 | 19 |
VCSH | VANGUARD SCOTTSDALE FDS | 19 | 19 | 0.17% | 0.35% | 0.66% | Q1 2019 | Q3 2023 | 19 |
T | AT&T INC | 19 | 19 | 0.22% | 0.34% | 0.42% | Q1 2019 | Q3 2023 | 19 |
SBUX | STARBUCKS CORP | 19 | 19 | 0.22% | 0.34% | 0.44% | Q1 2019 | Q3 2023 | 19 |
USB | US BANCORP DEL | 19 | 19 | 0.13% | 0.31% | 0.70% | Q1 2019 | Q3 2023 | 19 |
VB | VANGUARD INDEX FDS | 19 | 19 | 0.10% | 0.31% | 0.76% | Q1 2019 | Q3 2023 | 19 |
PFF | ISHARES TR | 19 | 19 | 0.14% | 0.31% | 0.56% | Q1 2019 | Q3 2023 | 19 |
VIG | VANGUARD SPECIALIZED F... | 19 | 19 | 0.18% | 0.31% | 0.46% | Q1 2019 | Q3 2023 | 19 |
DIS | DISNEY WALT CO | 19 | 19 | 0.09% | 0.30% | 0.62% | Q1 2019 | Q3 2023 | 19 |
DE | DEERE & CO | 19 | 19 | 0.18% | 0.30% | 0.76% | Q1 2019 | Q3 2023 | 19 |
BA | BOEING CO | 19 | 19 | 0.17% | 0.30% | 0.47% | Q1 2019 | Q3 2023 | 19 |
FPF | FIRST TR INTER DUR PFD... | 19 | 19 | 0.20% | 0.29% | 0.35% | Q1 2019 | Q3 2023 | 19 |
HYT | BLACKROCK CORPOR HI YL... | 19 | 19 | 0.10% | 0.29% | 0.56% | Q1 2019 | Q3 2023 | 19 |
STZ | CONSTELLATION BRANDS INC | 19 | 19 | 0.18% | 0.28% | 0.54% | Q1 2019 | Q3 2023 | 19 |
KMI | KINDER MORGAN INC DEL | 19 | 19 | 0.20% | 0.28% | 0.37% | Q1 2019 | Q3 2023 | 19 |
PEP | PEPSICO INC | 19 | 19 | 0.15% | 0.26% | 0.43% | Q1 2019 | Q3 2023 | 19 |
IVV | ISHARES TR | 19 | 19 | 0.14% | 0.26% | 0.44% | Q1 2019 | Q3 2023 | 19 |
FDL | FIRST TR MORNINGSTAR D... | 19 | 19 | 0.11% | 0.26% | 0.50% | Q1 2019 | Q3 2023 | 19 |
SO | SOUTHERN CO | 19 | 19 | 0.11% | 0.26% | 0.47% | Q1 2019 | Q3 2023 | 19 |
BAC | BK OF AMERICA CORP | 19 | 19 | 0.17% | 0.24% | 0.47% | Q1 2019 | Q3 2023 | 19 |
VO | VANGUARD INDEX FDS | 19 | 19 | 0.22% | 0.24% | 0.33% | Q1 2019 | Q3 2023 | 19 |
CMCSA | COMCAST CORP NEW | 19 | 19 | 0.15% | 0.24% | 0.49% | Q1 2019 | Q3 2023 | 19 |
VOO | VANGUARD INDEX FDS | 19 | 19 | 0.12% | 0.24% | 0.31% | Q1 2019 | Q3 2023 | 19 |
CVX | CHEVRON CORP NEW | 19 | 19 | 0.14% | 0.24% | 0.36% | Q1 2019 | Q3 2023 | 19 |
PFE | PFIZER INC | 19 | 19 | 0.15% | 0.23% | 0.32% | Q1 2019 | Q3 2023 | 19 |
XLK | SELECT SECTOR SPDR TR | 19 | 19 | 0.12% | 0.23% | 0.32% | Q1 2019 | Q3 2023 | 19 |
UPS | UNITED PARCEL SERVICE INC | 19 | 19 | 0.12% | 0.21% | 0.27% | Q1 2019 | Q3 2023 | 19 |
VNQ | VANGUARD INDEX FDS | 19 | 19 | 0.11% | 0.21% | 0.35% | Q1 2019 | Q3 2023 | 19 |
EPD | ENTERPRISE PRODS PARTN... | 19 | 19 | 0.10% | 0.20% | 0.28% | Q1 2019 | Q3 2023 | 19 |
SPTM | SPDR SER TR | 19 | 19 | 0.14% | 0.19% | 0.23% | Q1 2019 | Q3 2023 | 19 |
GSLC | GOLDMAN SACHS ETF TR | 19 | 19 | 0.13% | 0.19% | 0.35% | Q1 2019 | Q3 2023 | 19 |
CSCO | CISCO SYS INC | 19 | 19 | 0.14% | 0.19% | 0.27% | Q1 2019 | Q3 2023 | 19 |
MAIN | MAIN STREET CAPITAL CORP | 19 | 19 | 0.12% | 0.19% | 0.23% | Q1 2019 | Q3 2023 | 19 |
PMT | PENNYMAC MTG INVT TR | 19 | 19 | 0.12% | 0.19% | 0.23% | Q1 2019 | Q3 2023 | 19 |
HEDJ | WISDOMTREE TR | 19 | 19 | 0.13% | 0.18% | 0.36% | Q1 2019 | Q3 2023 | 19 |
HON | HONEYWELL INTL INC | 19 | 19 | 0.15% | 0.18% | 0.22% | Q1 2019 | Q3 2023 | 19 |
KBWP | INVESCO EXCH TRADED FD... | 19 | 19 | 0.11% | 0.18% | 0.24% | Q1 2019 | Q3 2023 | 19 |
VUG | VANGUARD INDEX FDS | 19 | 19 | 0.12% | 0.17% | 0.26% | Q1 2019 | Q3 2023 | 19 |
XEL | XCEL ENERGY INC | 19 | 19 | 0.13% | 0.17% | 0.21% | Q1 2019 | Q3 2023 | 19 |
GBDC | GOLUB CAP BDC INC | 19 | 19 | 0.09% | 0.17% | 0.20% | Q1 2019 | Q3 2023 | 19 |
SPYG | SPDR SER TR | 19 | 19 | 0.12% | 0.16% | 0.28% | Q1 2019 | Q3 2023 | 19 |
DNP | DNP SELECT INCOME FD INC | 19 | 19 | 0.08% | 0.16% | 0.26% | Q1 2019 | Q3 2023 | 19 |
FVD | FIRST TR VALUE LINE DI... | 19 | 19 | 0.13% | 0.16% | 0.19% | Q1 2019 | Q3 2023 | 19 |
REZ | ISHARES TR | 19 | 19 | 0.09% | 0.15% | 0.20% | Q1 2019 | Q3 2023 | 19 |
IBB | ISHARES TR | 19 | 19 | 0.10% | 0.13% | 0.17% | Q1 2019 | Q3 2023 | 19 |
TSI | TCW STRATEGIC INCOME F... | 19 | 19 | 0.05% | 0.07% | 0.08% | Q1 2019 | Q3 2023 | 19 |
PFN | PIMCO INCOME STRATEGY ... | 19 | 19 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
ANTM | ELEVANCE HEALTH INC | 18 | 18 | 0.84% | 1.20% | 1.70% | Q2 2019 | Q3 2023 | 18 |
MTUM | ISHARES TR | 18 | 18 | 0.12% | 0.64% | 1.22% | Q1 2019 | Q2 2023 | 18 |
TIP | ISHARES TR | 14 | 4 | 0.09% | 0.32% | 0.90% | Q1 2019 | Q3 2023 | 18 |
GLD | SPDR GOLD TRUST | 14 | 4 | 0.08% | 0.32% | 0.47% | Q1 2019 | Q3 2023 | 18 |
MUB | ISHARES TR | 18 | 18 | 0.15% | 0.30% | 0.51% | Q2 2019 | Q3 2023 | 18 |
LMT | LOCKHEED MARTIN CORP | 18 | 18 | 0.10% | 0.26% | 0.54% | Q2 2019 | Q3 2023 | 18 |
HD | HOME DEPOT INC | 14 | 4 | 0.15% | 0.25% | 0.40% | Q1 2019 | Q3 2023 | 18 |
FBT | FIRST TR NASDAQ-100 TE... | 18 | 18 | 0.15% | 0.21% | 0.27% | Q2 2019 | Q3 2023 | 18 |
IWM | ISHARES TR | 18 | 18 | 0.09% | 0.20% | 0.26% | Q2 2019 | Q3 2023 | 18 |
BRKA | BERKSHIRE HATHAWAY INC... | 18 | 18 | 0.13% | 0.18% | 0.24% | Q1 2019 | Q2 2023 | 18 |
MMP | MAGELLAN MIDSTREAM PRT... | 18 | 18 | 0.12% | 0.16% | 0.20% | Q1 2019 | Q2 2023 | 18 |
F | FORD MTR CO DEL | 18 | 18 | 0.09% | 0.13% | 0.21% | Q1 2019 | Q2 2023 | 18 |
VEU | VANGUARD INTL EQUITY I... | 14 | 4 | 0.08% | 0.12% | 0.15% | Q1 2019 | Q3 2023 | 18 |
IWS | ISHARES TR | 14 | 4 | 0.10% | 0.11% | 0.12% | Q1 2019 | Q3 2023 | 18 |
PSP | INVESCO EXCHANGE TRADE... | 18 | 18 | 0.05% | 0.10% | 0.15% | Q1 2019 | Q2 2023 | 18 |
MINT | PIMCO ETF TR | 17 | 17 | 0.45% | 0.72% | 1.04% | Q1 2019 | Q1 2023 | 17 |
BX | BLACKSTONE INC | 17 | 17 | 0.36% | 0.54% | 0.75% | Q3 2019 | Q3 2023 | 17 |
GOVT | ISHARES TR | 17 | 17 | 0.14% | 0.36% | 0.90% | Q2 2019 | Q2 2023 | 17 |
LMBS | FIRST TR EXCHANGE-TRAD... | 17 | 17 | 0.11% | 0.17% | 0.37% | Q1 2019 | Q1 2023 | 17 |
GM | GENERAL MTRS CO | 13 | 4 | 0.11% | 0.17% | 0.23% | Q1 2019 | Q3 2023 | 17 |
WMT | WALMART INC | 13 | 4 | 0.09% | 0.14% | 0.20% | Q1 2019 | Q3 2023 | 17 |
IDV | ISHARES TR | 14 | 3 | 0.08% | 0.13% | 0.16% | Q1 2019 | Q2 2023 | 17 |
CSM | PROSHARES TR | 14 | 1 | 0.09% | 0.12% | 0.15% | Q1 2019 | Q3 2023 | 17 |
EFV | ISHARES TR | 14 | 1 | 0.11% | 0.95% | 1.47% | Q1 2019 | Q3 2023 | 16 |
MU | MICRON TECHNOLOGY INC | 12 | 4 | 0.16% | 0.26% | 0.36% | Q1 2019 | Q3 2023 | 16 |
AOR | ISHARES TR | 12 | 4 | 0.08% | 0.21% | 0.32% | Q1 2019 | Q3 2023 | 16 |
HYG | ISHARES TR | 14 | 2 | 0.09% | 0.12% | 0.18% | Q3 2019 | Q3 2023 | 16 |
DAL | DELTA AIR LINES INC DEL | 8 | 4 | 0.10% | 0.12% | 0.14% | Q1 2019 | Q3 2023 | 16 |
FGD | FIRST TR EXCHANGE TRAD... | 16 | 16 | 0.09% | 0.11% | 0.13% | Q3 2019 | Q2 2023 | 16 |
MPW | MEDICAL PPTYS TRUST INC | 16 | 16 | 0.03% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 16 |
ONEY | SPDR SER TR | 15 | 15 | 0.79% | 1.06% | 1.46% | Q1 2019 | Q3 2022 | 15 |
VXF | VANGUARD INDEX FDS | 15 | 15 | 0.75% | 1.00% | 1.24% | Q1 2019 | Q3 2022 | 15 |
QDEF | FLEXSHARES TR | 15 | 15 | 0.14% | 0.52% | 0.92% | Q1 2019 | Q3 2022 | 15 |
LLY | LILLY ELI & CO | 12 | 1 | 0.08% | 0.43% | 0.94% | Q1 2019 | Q3 2023 | 15 |
USMV | ISHARES TR | 15 | 15 | 0.12% | 0.39% | 0.92% | Q1 2019 | Q3 2022 | 15 |
DOW | DOW INC | 15 | 15 | 0.18% | 0.31% | 0.38% | Q1 2020 | Q3 2023 | 15 |
FBC | FLAGSTAR BANCORP INC | 15 | 15 | 0.14% | 0.20% | 0.30% | Q1 2019 | Q3 2022 | 15 |
XOM | EXXON MOBIL CORP | 11 | 4 | 0.10% | 0.17% | 0.27% | Q1 2019 | Q3 2023 | 15 |
DXJ | WISDOMTREE TR | 15 | 15 | 0.09% | 0.16% | 0.31% | Q1 2019 | Q3 2022 | 15 |
MOO | VANECK VECTORS ETF TRUST | 13 | 2 | 0.09% | 0.12% | 0.15% | Q3 2019 | Q2 2023 | 15 |
DIA | SPDR DOW JONES INDL AV... | 14 | 14 | 0.10% | 0.37% | 0.80% | Q1 2019 | Q2 2022 | 14 |
ACWV | ISHARES INC | 14 | 14 | 0.11% | 0.37% | 0.67% | Q1 2019 | Q2 2022 | 14 |
HTA | HEALTHCARE TR AMER INC | 14 | 14 | 0.16% | 0.18% | 0.21% | Q1 2019 | Q2 2022 | 14 |
AON | AON PLC | 14 | 14 | 0.12% | 0.16% | 0.19% | Q2 2020 | Q3 2023 | 14 |
NNN | NATIONAL RETAIL PROPER... | 10 | 4 | 0.10% | 0.12% | 0.15% | Q1 2019 | Q3 2022 | 14 |
GLAD | GLADSTONE CAPITAL CORP | 14 | 14 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
SWAN | AMPLIFY ETF TR | 13 | 13 | 1.09% | 1.39% | 1.55% | Q3 2020 | Q3 2023 | 13 |
ESGU | ISHARES TR | 13 | 13 | 0.14% | 0.38% | 1.01% | Q4 2019 | Q4 2022 | 13 |
MA | MASTERCARD INCORPORATED | 13 | 13 | 0.10% | 0.32% | 0.45% | Q3 2020 | Q3 2023 | 13 |
NUV | NUVEEN MUN VALUE FD INC | 13 | 13 | 0.12% | 0.18% | 0.26% | Q1 2019 | Q1 2022 | 13 |
XLV | SELECT SECTOR SPDR TR | 13 | 13 | 0.13% | 0.16% | 0.22% | Q3 2020 | Q3 2023 | 13 |
INTC | INTEL CORP | 7 | 3 | 0.09% | 0.15% | 0.22% | Q1 2019 | Q3 2023 | 13 |
MMM | 3M CO | 13 | 13 | 0.10% | 0.14% | 0.21% | Q1 2019 | Q1 2022 | 13 |
KRE | SPDR SER TR | 9 | 4 | 0.09% | 0.13% | 0.20% | Q1 2019 | Q4 2022 | 13 |
SPY | SPDR S&P 500 ETF TR | 12 | 1 | 0.09% | 0.13% | 0.17% | Q4 2019 | Q3 2023 | 13 |
ULTA | ULTA BEAUTY INC | 12 | 1 | 0.09% | 0.11% | 0.14% | Q4 2019 | Q3 2023 | 13 |
PGR | PROGRESSIVE CORP | 13 | 13 | 0.10% | 0.11% | 0.14% | Q3 2020 | Q3 2023 | 13 |
CORR | CORENERGY INFRASTRUCTU... | 9 | 4 | 0.01% | 0.05% | 0.13% | Q1 2019 | Q4 2022 | 13 |
TMO | THERMO FISHER SCIENTIF... | 12 | 12 | 0.45% | 0.70% | 0.93% | Q4 2020 | Q3 2023 | 12 |
O | REALTY INCOME CORP | 8 | 4 | 0.10% | 0.42% | 0.70% | Q1 2019 | Q3 2023 | 12 |
SPDW | SPDR INDEX SHS FDS | 12 | 12 | 0.08% | 0.34% | 0.74% | Q1 2019 | Q4 2021 | 12 |
CVS | CVS HEALTH CORP | 12 | 12 | 0.11% | 0.30% | 0.54% | Q4 2020 | Q3 2023 | 12 |
DLS | WISDOMTREE TR | 12 | 12 | 0.23% | 0.29% | 0.37% | Q1 2019 | Q4 2021 | 12 |
SOXX | ISHARES TR | 12 | 12 | 0.12% | 0.18% | 0.21% | Q4 2020 | Q3 2023 | 12 |
LQD | ISHARES TR | 6 | 3 | 0.08% | 0.15% | 0.24% | Q2 2020 | Q3 2023 | 12 |
PNQI | INVESCO EXCHANGE TRADE... | 8 | 4 | 0.11% | 0.14% | 0.20% | Q2 2020 | Q3 2023 | 12 |
KKR | KKR & CO INC | 7 | 1 | 0.09% | 0.12% | 0.18% | Q4 2019 | Q3 2023 | 12 |
FAST | FASTENAL CO | 9 | 3 | 0.09% | 0.10% | 0.11% | Q2 2020 | Q3 2023 | 12 |
GIM | TEMPLETON GLOBAL INCOM... | 12 | 12 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q4 2021 | 12 |
GAB | GABELLI EQUITY TR INC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
IOO | ISHARES TR | 11 | 11 | 0.51% | 0.72% | 0.87% | Q1 2021 | Q3 2023 | 11 |
SPAB | SPDR SER TR | 11 | 11 | 0.18% | 0.42% | 0.66% | Q1 2019 | Q3 2021 | 11 |
SPTS | SPDR SER TR | 11 | 11 | 0.14% | 0.30% | 0.47% | Q1 2019 | Q3 2021 | 11 |
SRE | SEMPRA ENERGY | 11 | 11 | 0.17% | 0.19% | 0.21% | Q1 2019 | Q3 2021 | 11 |
BSV | VANGUARD BD INDEX FDS | 11 | 11 | 0.09% | 0.18% | 0.26% | Q2 2019 | Q4 2021 | 11 |
TIPX | SPDR SER TR | 11 | 11 | 0.11% | 0.16% | 0.24% | Q1 2019 | Q3 2021 | 11 |
TSN | TYSON FOODS INC | 11 | 11 | 0.10% | 0.15% | 0.25% | Q3 2020 | Q1 2023 | 11 |
VV | VANGUARD INDEX FDS | 10 | 1 | 0.09% | 0.13% | 0.15% | Q3 2020 | Q3 2023 | 11 |
PAYX | PAYCHEX INC | 11 | 11 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q3 2023 | 11 |
NMZ | NUVEEN MUN HIGH INCOME... | 9 | 2 | 0.07% | 0.09% | 0.11% | Q1 2019 | Q2 2022 | 11 |
NCV | VIRTUS CONVERTIBLE & I... | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
BIL | SPDR SER TR | 9 | 1 | 0.48% | 2.02% | 7.60% | Q1 2019 | Q3 2023 | 10 |
IUSV | ISHARES TR | 10 | 10 | 0.24% | 1.03% | 1.42% | Q2 2021 | Q3 2023 | 10 |
SPSB | SPDR SER TR | 7 | 3 | 0.09% | 0.87% | 1.79% | Q1 2019 | Q3 2023 | 10 |
ISRG | INTUITIVE SURGICAL INC | 10 | 10 | 0.12% | 0.75% | 1.22% | Q2 2021 | Q3 2023 | 10 |
IGIB | ISHARES TR | 10 | 10 | 0.19% | 0.61% | 0.77% | Q2 2020 | Q3 2022 | 10 |
GILD | GILEAD SCIENCES INC | 7 | 3 | 0.10% | 0.23% | 0.37% | Q1 2019 | Q2 2023 | 10 |
AEE | AMEREN CORP | 10 | 10 | 0.12% | 0.18% | 0.20% | Q1 2021 | Q2 2023 | 10 |
UBOH | UNITED BANCSHARES INC ... | 10 | 10 | 0.12% | 0.14% | 0.22% | Q1 2019 | Q2 2021 | 10 |
TSM | TAIWAN SEMICONDUCTOR M... | 10 | 10 | 0.12% | 0.14% | 0.16% | Q2 2021 | Q3 2023 | 10 |
C | CITIGROUP INC | 6 | 4 | 0.09% | 0.14% | 0.19% | Q1 2019 | Q1 2022 | 10 |
OKE | ONEOK INC NEW | 4 | 1 | 0.08% | 0.13% | 0.20% | Q1 2019 | Q3 2023 | 10 |
JPS | NUVEEN PFD & INCOME SE... | 10 | 10 | 0.06% | 0.07% | 0.07% | Q3 2020 | Q4 2022 | 10 |
FAM | FIRST TR / ABERDEEN GL... | 10 | 10 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q2 2021 | 10 |
DNN | DENISON MINES CORP | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2021 | 10 |
IEI | ISHARES TR | 9 | 9 | 0.39% | 0.87% | 1.27% | Q1 2019 | Q1 2021 | 9 |
SCHG | SCHWAB STRATEGIC TR | 8 | 1 | 0.10% | 0.28% | 0.37% | Q3 2019 | Q3 2023 | 9 |
IEF | ISHARES TR | 7 | 2 | 0.11% | 0.25% | 0.41% | Q3 2020 | Q4 2022 | 9 |
NKE | NIKE INC | 7 | 2 | 0.11% | 0.19% | 0.31% | Q2 2020 | Q3 2023 | 9 |
TGT | TARGET CORP | 9 | 9 | 0.10% | 0.15% | 0.19% | Q3 2020 | Q3 2022 | 9 |
ITOT | ISHARES TR | 8 | 1 | 0.09% | 0.12% | 0.14% | Q3 2019 | Q4 2021 | 9 |
IWO | ISHARES TR | 6 | 3 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 9 |
FINX | GLOBAL X FDS | 6 | 3 | 0.09% | 0.10% | 0.12% | Q2 2019 | Q3 2021 | 9 |
NEA | NUVEEN AMT FREE QLTY M... | 9 | 9 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q1 2023 | 9 |
MGK | VANGUARD WORLD FD | 8 | 8 | 0.87% | 1.01% | 1.16% | Q4 2021 | Q3 2023 | 8 |
NEAR | ISHARES US ETF TR | 8 | 8 | 0.12% | 0.85% | 2.47% | Q2 2019 | Q1 2021 | 8 |
MDY | SPDR S&P MIDCAP 400 ET... | 8 | 8 | 0.09% | 0.45% | 0.64% | Q1 2019 | Q4 2020 | 8 |
KO | COCA COLA CO | 8 | 8 | 0.23% | 0.35% | 0.42% | Q4 2021 | Q3 2023 | 8 |
SLB | SCHLUMBERGER LTD | 8 | 8 | 0.17% | 0.35% | 0.45% | Q4 2021 | Q3 2023 | 8 |
BNDW | VANGUARD SCOTTSDALE FDS | 8 | 8 | 0.12% | 0.35% | 0.55% | Q2 2020 | Q1 2022 | 8 |
GIS | GENERAL MLS INC | 8 | 8 | 0.12% | 0.33% | 0.43% | Q3 2021 | Q2 2023 | 8 |
LNT | ALLIANT ENERGY CORP | 7 | 1 | 0.14% | 0.17% | 0.21% | Q4 2019 | Q3 2023 | 8 |
AAL | AMERICAN AIRLS GROUP INC | 8 | 8 | 0.08% | 0.14% | 0.20% | Q2 2020 | Q1 2022 | 8 |
DGRO | ISHARES TR | 8 | 8 | 0.08% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
AEP | AMERICAN ELEC PWR CO INC | 7 | 1 | 0.09% | 0.12% | 0.17% | Q3 2021 | Q3 2023 | 8 |
LIN | LINDE PLC | 5 | 1 | 0.09% | 0.11% | 0.11% | Q2 2020 | Q4 2022 | 8 |
PWV | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.08% | 0.09% | 0.11% | Q1 2019 | Q3 2023 | 8 |
NCV | ALLIANZGI CONV INCOME FD | 8 | 8 | 0.06% | 0.08% | 0.12% | Q1 2019 | Q4 2020 | 8 |
PSEC | PROSPECT CAPITAL CORPO... | 8 | 8 | 0.05% | 0.08% | 0.11% | Q1 2019 | Q4 2020 | 8 |
RPAI | RETAIL PPTYS AMER INC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q4 2020 | 8 |
AEG | AEGON N V | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2020 | 8 |
FTSL | FIRST TR EXCHANGE-TRAD... | 7 | 7 | 0.10% | 0.45% | 0.66% | Q1 2019 | Q3 2020 | 7 |
VER | VEREIT INC | 7 | 7 | 0.40% | 0.45% | 0.53% | Q1 2019 | Q3 2020 | 7 |
HOMB | HOME BANCSHARES INC | 7 | 7 | 0.26% | 0.30% | 0.33% | Q1 2019 | Q3 2020 | 7 |
QUAL | ISHARES TR | 4 | 3 | 0.14% | 0.27% | 0.46% | Q2 2019 | Q3 2023 | 7 |
COST | COSTCO WHSL CORP NEW | 4 | 3 | 0.10% | 0.23% | 0.63% | Q4 2020 | Q3 2023 | 7 |
FV | FIRST TR EXCHANGE-TRAD... | 7 | 7 | 0.16% | 0.21% | 0.27% | Q1 2019 | Q3 2020 | 7 |
SPMD | SPDR SER TR | 4 | 3 | 0.11% | 0.20% | 0.29% | Q1 2019 | Q4 2020 | 7 |
EFG | ISHARES TR | 4 | 1 | 0.09% | 0.19% | 0.35% | Q2 2020 | Q2 2023 | 7 |
PM | PHILIP MORRIS INTL INC | 7 | 7 | 0.14% | 0.16% | 0.20% | Q1 2019 | Q3 2020 | 7 |
SCHV | SCHWAB STRATEGIC TR | 7 | 7 | 0.09% | 0.15% | 0.23% | Q1 2022 | Q3 2023 | 7 |
SIZE | ISHARES TR | 7 | 7 | 0.10% | 0.14% | 0.20% | Q3 2019 | Q1 2021 | 7 |
IUSB | ISHARES TR | 7 | 7 | 0.11% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 7 |
PYPL | PAYPAL HLDGS INC | 6 | 1 | 0.10% | 0.13% | 0.15% | Q4 2020 | Q3 2022 | 7 |
TSCO | TRACTOR SUPPLY CO | 7 | 7 | 0.10% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
MO | ALTRIA GROUP INC | 7 | 7 | 0.10% | 0.12% | 0.14% | Q1 2019 | Q3 2020 | 7 |
KR | KROGER CO | 7 | 7 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
NTR | NUTRIEN LTD | 4 | 3 | 0.09% | 0.11% | 0.12% | Q1 2019 | Q3 2022 | 7 |
DVY | ISHARES TR | 4 | 3 | 0.09% | 0.10% | 0.12% | Q1 2019 | Q1 2021 | 7 |
AINV | APOLLO INVT CORP | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2020 | 7 |
USA | LIBERTY ALL STAR EQUIT... | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2020 | 7 |
JPST | JP MORGAN EXCHANGE TRA... | 4 | 2 | 0.32% | 0.45% | 0.60% | Q1 2019 | Q3 2020 | 6 |
DHR | DANAHER CORPORATION | 6 | 6 | 0.21% | 0.40% | 0.50% | Q4 2021 | Q1 2023 | 6 |
WM | WASTE MGMT INC DEL | 6 | 6 | 0.33% | 0.37% | 0.41% | Q2 2022 | Q3 2023 | 6 |
SMMV | ISHARES TR | 6 | 6 | 0.10% | 0.26% | 0.37% | Q3 2019 | Q4 2020 | 6 |
CASY | CASEYS GEN STORES INC | 4 | 2 | 0.08% | 0.26% | 0.36% | Q1 2019 | Q3 2023 | 6 |
HYZD | WISDOMTREE TR | 6 | 6 | 0.20% | 0.25% | 0.32% | Q1 2019 | Q2 2020 | 6 |
TFI | SPDR SER TR | 3 | 3 | 0.12% | 0.21% | 0.31% | Q4 2021 | Q2 2023 | 6 |
SCHZ | SCHWAB STRATEGIC TR | 6 | 6 | 0.16% | 0.20% | 0.26% | Q2 2022 | Q3 2023 | 6 |
LGLV | SPDR SER TR | 6 | 6 | 0.12% | 0.20% | 0.32% | Q2 2019 | Q3 2020 | 6 |
MNA | INDEXIQ ETF TR | 6 | 6 | 0.12% | 0.18% | 0.24% | Q1 2019 | Q2 2020 | 6 |
SHW | SHERWIN WILLIAMS CO | 6 | 6 | 0.10% | 0.18% | 0.28% | Q4 2020 | Q1 2022 | 6 |
SNA | SNAP ON INC | 4 | 2 | 0.09% | 0.18% | 0.23% | Q1 2021 | Q3 2023 | 6 |
EWU | ISHARES TR | 4 | 2 | 0.09% | 0.17% | 0.24% | Q1 2019 | Q2 2021 | 6 |
IHI | ISHARES TR | 4 | 2 | 0.09% | 0.16% | 0.24% | Q2 2020 | Q4 2021 | 6 |
FTEC | FIDELITY COVINGTON TRUST | 6 | 6 | 0.10% | 0.15% | 0.21% | Q4 2019 | Q1 2021 | 6 |
CDW | CDW CORP | 6 | 6 | 0.12% | 0.14% | 0.16% | Q2 2022 | Q3 2023 | 6 |
MMC | MARSH & MCLENNAN COS INC | 6 | 6 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q3 2023 | 6 |
HEFA | ISHARES TR | 4 | 2 | 0.12% | 0.13% | 0.14% | Q1 2019 | Q2 2022 | 6 |
MCD | MCDONALDS CORP | 4 | 2 | 0.11% | 0.13% | 0.15% | Q1 2019 | Q3 2020 | 6 |
EXLS | EXLSERVICE HOLDINGS INC | 6 | 6 | 0.08% | 0.12% | 0.15% | Q1 2022 | Q2 2023 | 6 |
WFCPRL | WELLS FARGO CO NEW | 6 | 6 | 0.10% | 0.12% | 0.13% | Q2 2022 | Q3 2023 | 6 |
COP | CONOCOPHILLIPS | 4 | 2 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 6 |
BIV | VANGUARD BD INDEX FDS | 6 | 6 | 0.10% | 0.10% | 0.12% | Q3 2019 | Q4 2020 | 6 |
APPH | APPHARVEST INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
FFEB | FIRST TR EXCHNG TRADED... | 5 | 5 | 0.34% | 0.46% | 0.58% | Q1 2020 | Q1 2021 | 5 |
DFEB | FIRST TR EXCHNG TRADED... | 5 | 5 | 0.27% | 0.43% | 0.59% | Q1 2020 | Q1 2021 | 5 |
MBB | ISHARES TR | 4 | 1 | 0.12% | 0.26% | 0.34% | Q1 2022 | Q3 2023 | 5 |
SPEM | SPDR INDEX SHS FDS | 5 | 5 | 0.12% | 0.25% | 0.34% | Q1 2019 | Q1 2020 | 5 |
FDT | FIRST TR EXCH TRD ALPH... | 5 | 5 | 0.14% | 0.23% | 0.27% | Q1 2019 | Q1 2020 | 5 |
FTSM | FIRST TR EXCHANGE-TRAD... | 5 | 5 | 0.10% | 0.23% | 0.56% | Q1 2019 | Q1 2020 | 5 |
FYX | FIRST TR SML CP CORE A... | 5 | 5 | 0.14% | 0.20% | 0.24% | Q1 2019 | Q1 2020 | 5 |
CAT | CATERPILLAR INC | 5 | 5 | 0.09% | 0.15% | 0.18% | Q4 2020 | Q4 2021 | 5 |
PCY | INVESCO EXCHNG TRADED ... | 5 | 5 | 0.12% | 0.14% | 0.18% | Q1 2019 | Q1 2020 | 5 |
XMLV | INVESCO EXCH TRADED FD... | 5 | 5 | 0.10% | 0.14% | 0.16% | Q4 2019 | Q4 2020 | 5 |
APAM | ARTISAN PARTNERS ASSET... | 4 | 1 | 0.11% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 5 |
BND | VANGUARD BD INDEX FDS | 5 | 5 | 0.09% | 0.13% | 0.18% | Q4 2019 | Q4 2020 | 5 |
DG | DOLLAR GEN CORP NEW | 3 | 2 | 0.09% | 0.12% | 0.16% | Q1 2021 | Q1 2023 | 5 |
HEALTHCARE RLTY TR | 5 | 5 | 0.08% | 0.11% | 0.15% | Q3 2022 | Q3 2023 | 5 | |
AON | AON PLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q1 2019 | Q1 2020 | 5 |
SHELL PLC | 4 | 1 | 0.10% | 0.11% | 0.12% | Q2 2022 | Q3 2023 | 5 | |
UBER | UBER TECHNOLOGIES INC | 5 | 5 | 0.08% | 0.11% | 0.13% | Q1 2021 | Q1 2022 | 5 |
EFA | ISHARES TR | 4 | 1 | 0.09% | 0.10% | 0.13% | Q1 2019 | Q1 2021 | 5 |
FE | FIRSTENERGY CORP | 4 | 1 | 0.10% | 0.10% | 0.11% | Q2 2021 | Q4 2022 | 5 |
FDN | FIRST TR EXCHANGE-TRAD... | 5 | 5 | 0.09% | 0.10% | 0.11% | Q3 2020 | Q3 2021 | 5 |
XLE | SELECT SECTOR SPDR TR | 4 | 1 | 0.09% | 0.10% | 0.11% | Q1 2019 | Q1 2022 | 5 |
UTF | COHEN & STEERS INFRAST... | 3 | 2 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q1 2022 | 5 |
CXP | COLUMBIA PPTY TR INC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q3 2021 | 5 |
AMLP | ALPS ETF TR | 5 | 5 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q1 2020 | 5 |
FSK | FS KKR CAPITAL CORP | 5 | 5 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q1 2020 | 5 |
DRSK | ETF SER SOLUTIONS | 4 | 4 | 1.10% | 1.26% | 1.35% | Q4 2020 | Q3 2021 | 4 |
JAAA | JANUS DETROIT STR TR | 4 | 4 | 0.63% | 0.67% | 0.72% | Q4 2022 | Q3 2023 | 4 |
AVUV | AMERICAN CENTY ETF TR | 4 | 4 | 0.64% | 0.66% | 0.71% | Q4 2022 | Q3 2023 | 4 |
BUFR | FIRST TR EXCHNG TRADED... | 4 | 4 | 0.56% | 0.57% | 0.60% | Q4 2022 | Q3 2023 | 4 |
SPLV | INVESCO EXCHNG TRADED ... | 4 | 4 | 0.30% | 0.55% | 0.70% | Q1 2019 | Q4 2019 | 4 |
DEED | FIRST TR EXCHNG TRADED... | 4 | 4 | 0.45% | 0.54% | 0.64% | Q4 2021 | Q3 2022 | 4 |
DIVO | AMPLIFY ETF TR | 4 | 4 | 0.40% | 0.53% | 0.62% | Q4 2022 | Q3 2023 | 4 |
VER | VEREIT INC | 4 | 4 | 0.45% | 0.50% | 0.55% | Q4 2020 | Q3 2021 | 4 |
SRLN | SSGA ACTIVE ETF TR | 4 | 4 | 0.46% | 0.48% | 0.52% | Q4 2022 | Q3 2023 | 4 |
REET | ISHARES TR | 4 | 4 | 0.45% | 0.48% | 0.51% | Q4 2021 | Q3 2022 | 4 |
FISV | FISERV INC | 4 | 4 | 0.39% | 0.44% | 0.48% | Q4 2022 | Q3 2023 | 4 |
KDP | KEURIG DR PEPPER INC | 4 | 4 | 0.24% | 0.27% | 0.29% | Q3 2022 | Q2 2023 | 4 |
SLYG | SPDR SERIES TRUST | 4 | 4 | 0.20% | 0.26% | 0.33% | Q1 2019 | Q4 2019 | 4 |
XSOE | WISDOMTREE TR | 4 | 4 | 0.18% | 0.25% | 0.32% | Q2 2020 | Q1 2021 | 4 |
PEY | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.20% | 0.24% | 0.28% | Q1 2019 | Q4 2019 | 4 |
NYCB | NEW YORK CMNTY BANCORP... | 4 | 4 | 0.19% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
IGSB | ISHARES TR | 4 | 4 | 0.14% | 0.23% | 0.33% | Q2 2020 | Q1 2021 | 4 |
RODM | LATTICE STRATEGIES TR | 4 | 4 | 0.14% | 0.22% | 0.31% | Q2 2020 | Q1 2021 | 4 |
VPU | VANGUARD WORLD FDS | 4 | 4 | 0.20% | 0.22% | 0.26% | Q1 2019 | Q4 2019 | 4 |
DWX | SPDR INDEX SHS FDS | 4 | 4 | 0.19% | 0.20% | 0.21% | Q1 2019 | Q4 2019 | 4 |
FTHI | FIRST TR EXCHANGE TRAD... | 4 | 4 | 0.16% | 0.19% | 0.24% | Q1 2019 | Q4 2019 | 4 |
VGIT | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.17% | 0.19% | 0.23% | Q1 2020 | Q4 2020 | 4 |
SPSM | SPDR SER TR | 4 | 4 | 0.16% | 0.17% | 0.18% | Q1 2019 | Q4 2019 | 4 |
ASAN | ASANA INC | 4 | 4 | 0.09% | 0.17% | 0.26% | Q2 2021 | Q1 2022 | 4 |
RACE | FERRARI N V | 4 | 4 | 0.17% | 0.17% | 0.18% | Q1 2019 | Q4 2019 | 4 |
JKHY | HENRY JACK & ASSOC INC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q1 2019 | Q4 2019 | 4 |
BDX | BECTON DICKINSON & CO | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
VLUE | ISHARES TR | 4 | 4 | 0.12% | 0.17% | 0.22% | Q2 2020 | Q1 2021 | 4 |
TYG | TORTOISE ENERGY INFRA ... | 4 | 4 | 0.12% | 0.15% | 0.17% | Q1 2019 | Q4 2019 | 4 |
SHYG | ISHARES TR | 4 | 4 | 0.11% | 0.13% | 0.15% | Q4 2019 | Q3 2020 | 4 |
UTX | UNITED TECHNOLOGIES CORP | 4 | 4 | 0.13% | 0.13% | 0.14% | Q1 2019 | Q4 2019 | 4 |
AFL | AFLAC INC | 4 | 4 | 0.11% | 0.13% | 0.16% | Q2 2022 | Q1 2023 | 4 |
IEFA | ISHARES TR | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
HTLD | HEARTLAND EXPRESS INC | 4 | 4 | 0.11% | 0.13% | 0.16% | Q1 2019 | Q4 2019 | 4 |
SLYV | SPDR SERIES TRUST | 4 | 4 | 0.12% | 0.13% | 0.14% | Q1 2019 | Q4 2019 | 4 |
IIIN | INSTEEL INDS INC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
VONG | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.10% | 0.12% | 0.15% | Q1 2019 | Q4 2019 | 4 |
BMY | BRISTOL-MYERS SQUIBB CO | 2 | 1 | 0.10% | 0.12% | 0.13% | Q4 2019 | Q2 2022 | 4 |
XLY | SELECT SECTOR SPDR TR | 4 | 4 | 0.10% | 0.11% | 0.13% | Q1 2019 | Q4 2019 | 4 |
GWW | GRAINGER W W INC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
SDY | SPDR SERIES TRUST | 4 | 4 | 0.09% | 0.11% | 0.13% | Q1 2019 | Q4 2019 | 4 |
TLT | ISHARES TR | 3 | 1 | 0.09% | 0.11% | 0.14% | Q3 2019 | Q3 2023 | 4 |
CP | CANADIAN PAC RY LTD | 4 | 4 | 0.10% | 0.10% | 0.11% | Q1 2019 | Q4 2019 | 4 |
GE | GENERAL ELECTRIC CO | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2019 | Q4 2019 | 4 |
ATAX | AMERICA FIRST MULTIFAM... | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2021 | 4 |
KMPH | KEMPHARM INC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2020 | 4 |
FLOT | ISHARES TR | 3 | 3 | 0.88% | 1.12% | 1.27% | Q1 2023 | Q3 2023 | 3 |
SHV | ISHARES TR | 3 | 3 | 0.83% | 1.06% | 1.20% | Q1 2023 | Q3 2023 | 3 |
SGOV | ISHARES TR | 3 | 3 | 0.83% | 1.06% | 1.20% | Q1 2023 | Q3 2023 | 3 |
BSCM | INVESCO EXCH TRD SLF I... | 3 | 3 | 0.09% | 0.38% | 0.55% | Q2 2020 | Q4 2020 | 3 |
SCHO | SCHWAB STRATEGIC TR | 2 | 1 | 0.10% | 0.19% | 0.28% | Q1 2022 | Q4 2022 | 3 |
LINDE PLC | 3 | 3 | 0.10% | 0.18% | 0.23% | Q1 2023 | Q3 2023 | 3 | |
SHM | SPDR SER TR | 3 | 3 | 0.14% | 0.18% | 0.24% | Q3 2021 | Q1 2022 | 3 |
SCHD | SCHWAB STRATEGIC TR | 3 | 3 | 0.09% | 0.18% | 0.27% | Q1 2023 | Q3 2023 | 3 |
GOOG | ALPHABET INC | 3 | 3 | 0.13% | 0.17% | 0.22% | Q1 2023 | Q3 2023 | 3 |
VRTX | VERTEX PHARMACEUTICALS... | 3 | 3 | 0.12% | 0.16% | 0.21% | Q1 2023 | Q3 2023 | 3 |
ADES | ADVANCED EMISSIONS SOL... | 3 | 3 | 0.13% | 0.14% | 0.15% | Q2 2019 | Q4 2019 | 3 |
ICF | ISHARES TR | 3 | 3 | 0.11% | 0.14% | 0.18% | Q4 2019 | Q2 2020 | 3 |
SPLB | SPDR SER TR | 3 | 3 | 0.09% | 0.14% | 0.17% | Q2 2020 | Q4 2020 | 3 |
AGG | ISHARES TR | 2 | 1 | 0.10% | 0.13% | 0.18% | Q3 2019 | Q3 2023 | 3 |
QCOM | QUALCOMM INC | 3 | 3 | 0.10% | 0.13% | 0.18% | Q1 2023 | Q3 2023 | 3 |
NXPI | NXP SEMICONDUCTORS N V | 2 | 1 | 0.10% | 0.13% | 0.18% | Q3 2019 | Q3 2023 | 3 |
MNST | MONSTER BEVERAGE CORP NEW | 3 | 3 | 0.09% | 0.12% | 0.16% | Q1 2023 | Q3 2023 | 3 |
MDP | MEREDITH CORP | 2 | 1 | 0.11% | 0.12% | 0.12% | Q1 2019 | Q2 2021 | 3 |
ABT | ABBOTT LABS | 3 | 3 | 0.10% | 0.11% | 0.13% | Q2 2021 | Q4 2021 | 3 |
FLRN | SPDR SER TR | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2019 | Q3 2019 | 3 |
ATUS | ALTICE USA INC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q2 2021 | 3 |
ABBV | ABBVIE INC | 2 | 1 | 0.09% | 0.10% | 0.10% | Q3 2019 | Q3 2023 | 3 |
SHOO | MADDEN STEVEN LTD | 2 | 1 | 0.09% | 0.10% | 0.10% | Q3 2019 | Q1 2021 | 3 |
TSLA | TESLA INC | 2 | 1 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q1 2022 | 3 |
SMH | VANECK VECTORS ETF TR | 2 | 1 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q2 2023 | 3 |
BLCM | BELLICUM PHARMACEUTICA... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
FBND | FIDELITY MERRIMACK STR TR | 2 | 2 | 0.88% | 0.90% | 0.93% | Q2 2023 | Q3 2023 | 2 |
CLTL | INVESCO EXCHNG TRADED ... | 2 | 2 | 0.56% | 0.58% | 0.60% | Q1 2019 | Q2 2019 | 2 |
BX | BLACKSTONE GROUP L P | 2 | 2 | 0.40% | 0.45% | 0.50% | Q1 2019 | Q2 2019 | 2 |
ORCL | ORACLE CORP | 2 | 2 | 0.34% | 0.35% | 0.36% | Q2 2023 | Q3 2023 | 2 |
BNDX | VANGUARD CHARLOTTE FDS | 2 | 2 | 0.18% | 0.19% | 0.19% | Q1 2019 | Q2 2019 | 2 |
SUB | ISHARES TR | 2 | 2 | 0.16% | 0.18% | 0.21% | Q2 2022 | Q3 2022 | 2 |
SCHW | SCHWAB CHARLES CORP | 2 | 2 | 0.15% | 0.18% | 0.21% | Q1 2022 | Q2 2022 | 2 |
APU | AMERIGAS PARTNERS L P | 2 | 2 | 0.17% | 0.17% | 0.18% | Q1 2019 | Q2 2019 | 2 |
ESGE | ISHARES INC | 2 | 2 | 0.14% | 0.17% | 0.21% | Q4 2019 | Q1 2020 | 2 |
CPRT | COPART INC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
SCHR | SCHWAB STRATEGIC TR | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2022 | Q3 2022 | 2 |
ZTS | ZOETIS INC | 2 | 2 | 0.12% | 0.14% | 0.17% | Q2 2023 | Q3 2023 | 2 |
XNTK | SPDR SERIES TRUST | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q3 2019 | 2 |
ROP | ROPER TECHNOLOGIES INC | 2 | 2 | 0.11% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
PSCC | INVESCO EXCHNG TRADED ... | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q4 2019 | 2 |
DUK | DUKE ENERGY CORP NEW | 2 | 2 | 0.09% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
WEX | WEX INC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
SHY | ISHARES TR | 1 | 1 | 0.10% | 0.11% | 0.12% | Q2 2022 | Q4 2022 | 2 |
IYG | ISHARES TR | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2020 | Q3 2020 | 2 |
IEMG | ISHARES INC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
OHI | OMEGA HEALTHCARE INVS INC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q4 2019 | 2 |
AIG | AMERICAN INTL GROUP INC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2019 | Q3 2019 | 2 |
SPGP | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
VYMI | VANGUARD WHITEHALL FDS | 1 | 1 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 2 |
FNF | FIDELITY NATIONAL FINA... | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
DEO | DIAGEO PLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
ITW | ILLINOIS TOOL WKS INC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2019 | Q4 2019 | 2 |
UGI | UGI CORP NEW | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q4 2019 | 2 |
MARK | REMARK HLDGS INC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
AAPL | APPLE INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 2 |
PROSPECT CAP CORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 | |
PROSPECT CAP CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 | |
V | VISA INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
HON | HONEYWELL INTL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
ANTX | ANTHEM INC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2019 | Q1 2019 | 1 |
JNK | SPDR SERIES TRUST | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2019 | Q1 2019 | 1 |
FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2019 | Q1 2019 | 1 | |
SCHF | SCHWAB STRATEGIC TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
JEPI | J P MORGAN EXCHANGE TR... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
EWCO | INVESCO EXCHNG TRADED ... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
AGZD | WISDOMTREE TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
RWX | SPDR INDEX SHS FDS | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
FALN | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
FEZ | SPDR INDEX SHS FDS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
BP | BP PLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
VCIT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
SKYY | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
MRK | MERCK & CO. INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
PSR | INVESCO ACTIVELY MANAG... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
CME | CME GROUP INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
WY | WEYERHAEUSER CO MTN BE | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
SCHP | SCHWAB STRATEGIC TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
NOC | NORTHROP GRUMMAN CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
ITA | ISHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
AABA | ALTABA INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
HEZU | ISHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
EEM | ISHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
UNP | UNION PACIFIC CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
GGG | GRACO INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
VRP | INVESCO EXCHNG TRADED ... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
TFLO | ISHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
LOW | LOWES COS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
VCLT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
GLDM | WORLD GOLD TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
HCA | HCA HEALTHCARE INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
IWF | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
SCHJ | SCHWAB STRATEGIC TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
VMBS | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
UTG | REAVES UTIL INCOME FD | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
SPTL | SPDR SERIES TRUST | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
PSCH | INVESCO EXCHNG TRADED ... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
AMLP | ALPS ETF TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
IVW | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
MAR | MARRIOTT INTL INC NEW | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
VGT | VANGUARD WORLD FDS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
CUZ | COUSINS PPTYS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
PHK | PIMCO HIGH INCOME FD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
MLPA | GLOBAL X FDS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
JCPNQ | PENNEY J C CORP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
QQQ | INVESCO QQQ TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
KMI | KINDER MORGAN INC DEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
GABRT | GABELLI EQUITY TR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BLACKROCK CORPOR HI YL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 | |
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The securities at the top of the list , including INVESCO QQQ TR, INVESCO EXCHANGE TRADED FD T, and APPLE INC, are the highest-conviction holdings of RDA Financial Network.
The conviction is calculated by counting the number of quarters a security has been reported by RDA Financial Network. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that RDA Financial Network owns currently or has owned in the past.