252 is the total number of securities WT Wealth Management has owned. The longest WT Wealth Management has owned a single stock is 17 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SCHB | SCHWAB STRATEGIC TR | 17 | 17 | 5.24% | 11.36% | 20.72% | Q3 2019 | Q3 2023 | 17 |
SCHF | SCHWAB STRATEGIC TR | 17 | 17 | 0.46% | 3.78% | 6.93% | Q3 2019 | Q3 2023 | 17 |
SPLV | INVESCO EXCH TRADED FD... | 17 | 17 | 0.54% | 2.85% | 5.34% | Q3 2019 | Q3 2023 | 17 |
ICSH | ISHARES TR | 17 | 17 | 1.07% | 2.52% | 5.39% | Q3 2019 | Q3 2023 | 17 |
USMV | ISHARES TR | 17 | 17 | 1.02% | 2.40% | 5.61% | Q3 2019 | Q3 2023 | 17 |
AMZN | AMAZON COM INC | 17 | 17 | 1.77% | 2.17% | 2.93% | Q3 2019 | Q3 2023 | 17 |
SGOL | ABRDN GOLD ETF TRUST | 17 | 17 | 0.46% | 2.14% | 5.79% | Q3 2019 | Q3 2023 | 17 |
AAPL | APPLE INC | 17 | 17 | 1.26% | 2.13% | 2.56% | Q3 2019 | Q3 2023 | 17 |
SCHO | SCHWAB STRATEGIC TR | 17 | 17 | 0.27% | 2.02% | 7.44% | Q3 2019 | Q3 2023 | 17 |
GOOG | ALPHABET INC | 17 | 17 | 1.38% | 1.67% | 2.26% | Q3 2019 | Q3 2023 | 17 |
MSFT | MICROSOFT CORP | 17 | 17 | 0.52% | 1.47% | 2.22% | Q3 2019 | Q3 2023 | 17 |
FTSM | FIRST TR EXCHANGE-TRAD... | 17 | 17 | 0.09% | 1.40% | 2.86% | Q3 2019 | Q3 2023 | 17 |
SCHR | SCHWAB STRATEGIC TR | 17 | 17 | 0.24% | 1.39% | 2.44% | Q3 2019 | Q3 2023 | 17 |
SCHH | SCHWAB STRATEGIC TR | 17 | 17 | 0.17% | 1.32% | 2.28% | Q3 2019 | Q3 2023 | 17 |
TDIV | FIRST TR EXCHANGE-TRAD... | 17 | 17 | 0.51% | 1.25% | 2.99% | Q3 2019 | Q3 2023 | 17 |
V | VISA INC | 17 | 17 | 0.67% | 0.99% | 1.39% | Q3 2019 | Q3 2023 | 17 |
MA | MASTERCARD INCORPORATED | 17 | 17 | 0.66% | 0.97% | 1.36% | Q3 2019 | Q3 2023 | 17 |
VMBS | VANGUARD SCOTTSDALE FDS | 17 | 17 | 0.15% | 0.79% | 2.17% | Q3 2019 | Q3 2023 | 17 |
ADBE | ADOBE SYSTEMS INCORPOR... | 17 | 17 | 0.54% | 0.79% | 1.00% | Q3 2019 | Q3 2023 | 17 |
COST | COSTCO WHSL CORP NEW | 17 | 17 | 0.28% | 0.72% | 1.00% | Q3 2019 | Q3 2023 | 17 |
XMLV | INVESCO EXCH TRADED FD... | 17 | 17 | 0.18% | 0.67% | 1.53% | Q3 2019 | Q3 2023 | 17 |
HD | HOME DEPOT INC | 17 | 17 | 0.32% | 0.66% | 0.90% | Q3 2019 | Q3 2023 | 17 |
INTU | INTUIT | 17 | 17 | 0.36% | 0.64% | 0.83% | Q3 2019 | Q3 2023 | 17 |
DIS | DISNEY WALT CO | 17 | 17 | 0.31% | 0.63% | 0.99% | Q3 2019 | Q3 2023 | 17 |
TMUS | T-MOBILE US INC | 17 | 17 | 0.29% | 0.59% | 0.77% | Q3 2019 | Q3 2023 | 17 |
XLK | SELECT SECTOR SPDR TR | 17 | 17 | 0.17% | 0.56% | 1.27% | Q3 2019 | Q3 2023 | 17 |
SCHP | SCHWAB STRATEGIC TR | 17 | 17 | 0.19% | 0.37% | 1.12% | Q3 2019 | Q3 2023 | 17 |
IVW | ISHARES TR | 17 | 17 | 0.14% | 0.17% | 0.23% | Q3 2019 | Q3 2023 | 17 |
XLV | SELECT SECTOR SPDR TR | 15 | 1 | 0.10% | 1.03% | 1.76% | Q3 2019 | Q3 2023 | 16 |
FB | META PLATFORMS INC | 13 | 3 | 0.52% | 0.91% | 1.40% | Q3 2019 | Q3 2023 | 16 |
JPM | JPMORGAN CHASE & CO | 16 | 16 | 0.16% | 0.67% | 1.06% | Q4 2019 | Q3 2023 | 16 |
UPS | UNITED PARCEL SERVICE INC | 15 | 1 | 0.36% | 0.60% | 0.74% | Q3 2019 | Q3 2023 | 16 |
WMT | WALMART INC | 14 | 1 | 0.55% | 0.79% | 1.01% | Q3 2019 | Q3 2023 | 15 |
NFLX | NETFLIX INC | 11 | 4 | 0.24% | 0.54% | 0.71% | Q3 2019 | Q3 2023 | 15 |
ESGU | ISHARES TR | 15 | 15 | 0.18% | 0.53% | 1.08% | Q1 2020 | Q3 2023 | 15 |
SMDV | PROSHARES TR | 13 | 2 | 0.20% | 0.44% | 1.06% | Q3 2019 | Q3 2023 | 15 |
SMH | VANECK VECTORS ETF TR | 13 | 1 | 0.17% | 0.92% | 1.51% | Q3 2019 | Q3 2023 | 14 |
SJNK | SPDR SER TR | 9 | 4 | 0.16% | 1.78% | 2.68% | Q2 2020 | Q3 2023 | 13 |
SCHE | SCHWAB STRATEGIC TR | 13 | 13 | 0.37% | 1.21% | 1.87% | Q3 2019 | Q3 2022 | 13 |
FDN | FIRST TR NASDAQ-100 TE... | 12 | 1 | 0.09% | 0.89% | 1.17% | Q3 2019 | Q1 2023 | 13 |
BIL | SPDR SER TR | 13 | 13 | 0.11% | 0.88% | 4.63% | Q3 2020 | Q3 2023 | 13 |
PLD | PROLOGIS INC. | 13 | 13 | 0.42% | 0.81% | 1.00% | Q2 2020 | Q2 2023 | 13 |
TGT | TARGET CORP | 13 | 13 | 0.42% | 0.69% | 0.85% | Q2 2020 | Q2 2023 | 13 |
SRVR | PACER FDS TR | 13 | 13 | 0.27% | 0.68% | 0.90% | Q2 2020 | Q2 2023 | 13 |
FDX | FEDEX CORP | 13 | 13 | 0.32% | 0.65% | 0.84% | Q3 2019 | Q3 2022 | 13 |
VZ | VERIZON COMMUNICATIONS... | 13 | 13 | 0.24% | 0.59% | 0.78% | Q3 2019 | Q3 2022 | 13 |
SHY | ISHARES TR | 13 | 13 | 0.21% | 0.58% | 1.53% | Q3 2020 | Q3 2023 | 13 |
IVV | ISHARES TR | 13 | 13 | 0.25% | 0.28% | 0.34% | Q3 2020 | Q3 2023 | 13 |
LLY | LILLY ELI & CO | 12 | 1 | 0.09% | 0.14% | 0.21% | Q2 2020 | Q3 2023 | 13 |
USIG | ISHARES TR | 12 | 12 | 0.10% | 3.39% | 6.36% | Q2 2020 | Q1 2023 | 12 |
PYPL | PAYPAL HLDGS INC | 12 | 12 | 0.31% | 0.57% | 0.84% | Q3 2019 | Q2 2022 | 12 |
NKE | NIKE INC | 10 | 2 | 0.08% | 0.57% | 0.80% | Q2 2020 | Q2 2023 | 12 |
TSLA | TESLA INC | 11 | 1 | 0.11% | 0.50% | 1.00% | Q4 2019 | Q3 2023 | 12 |
SCHV | SCHWAB STRATEGIC TR | 12 | 12 | 0.20% | 0.40% | 0.66% | Q3 2019 | Q2 2022 | 12 |
SCHG | SCHWAB STRATEGIC TR | 12 | 12 | 0.14% | 0.40% | 0.71% | Q3 2019 | Q2 2022 | 12 |
IGV | ISHARES TR | 12 | 12 | 0.23% | 0.37% | 0.58% | Q3 2019 | Q2 2022 | 12 |
SPTM | SPDR SER TR | 10 | 1 | 0.09% | 0.34% | 0.89% | Q4 2019 | Q1 2023 | 12 |
IDHQ | INVESCO EXCH TRADED FD... | 12 | 12 | 0.24% | 0.33% | 0.41% | Q4 2020 | Q3 2023 | 12 |
XAR | SPDR SER TR | 11 | 11 | 0.12% | 0.82% | 1.07% | Q3 2019 | Q1 2022 | 11 |
GLD | SPDR GOLD TRUST | 11 | 11 | 0.08% | 0.70% | 1.69% | Q3 2019 | Q1 2022 | 11 |
ADP | AUTOMATIC DATA PROCESS... | 10 | 1 | 0.32% | 0.59% | 0.72% | Q2 2020 | Q2 2023 | 11 |
DOCU | DOCUSIGN INC | 11 | 11 | 0.43% | 0.58% | 0.74% | Q3 2019 | Q1 2022 | 11 |
FLRN | SPDR SER TR | 11 | 11 | 0.23% | 0.53% | 1.57% | Q3 2020 | Q1 2023 | 11 |
ULTA | ULTA BEAUTY INC | 11 | 11 | 0.40% | 0.52% | 0.64% | Q1 2021 | Q3 2023 | 11 |
CRM | SALESFORCE COM INC | 11 | 11 | 0.34% | 0.51% | 0.66% | Q3 2019 | Q1 2022 | 11 |
SQ | SQUARE INC | 11 | 11 | 0.20% | 0.47% | 0.68% | Q3 2019 | Q1 2022 | 11 |
LULU | LULULEMON ATHLETICA INC | 11 | 11 | 0.28% | 0.46% | 0.58% | Q1 2020 | Q3 2022 | 11 |
UBER | UBER TECHNOLOGIES INC | 9 | 2 | 0.17% | 0.42% | 0.56% | Q3 2019 | Q3 2022 | 11 |
SPDW | SPDR INDEX SHS FDS | 8 | 1 | 0.18% | 0.30% | 0.76% | Q4 2019 | Q1 2023 | 11 |
PG | PROCTER & GAMBLE CO | 10 | 1 | 0.08% | 0.22% | 0.67% | Q3 2019 | Q3 2022 | 11 |
ESGD | ISHARES TR | 11 | 11 | 0.12% | 0.18% | 0.27% | Q1 2021 | Q3 2023 | 11 |
SLYV | SPDR SER TR | 11 | 11 | 0.10% | 0.18% | 0.25% | Q3 2019 | Q1 2022 | 11 |
BSCN | INVESCO EXCH TRD SLF I... | 11 | 11 | 0.10% | 0.18% | 0.24% | Q2 2020 | Q4 2022 | 11 |
SLYG | SPDR SER TR | 11 | 11 | 0.10% | 0.17% | 0.26% | Q3 2019 | Q1 2022 | 11 |
PHK | PIMCO HIGH INCOME FD | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
JQC | NUVEEN CR STRATEGIES I... | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
COM | DIREXION SHS ETF TR | 10 | 10 | 0.40% | 1.41% | 2.76% | Q2 2021 | Q3 2023 | 10 |
LMBS | FIRST TR EXCHANGE-TRAD... | 10 | 10 | 0.21% | 1.03% | 1.66% | Q4 2019 | Q1 2022 | 10 |
SCHD | SCHWAB STRATEGIC TR | 5 | 1 | 0.08% | 0.69% | 1.60% | Q3 2019 | Q3 2023 | 10 |
WM | WASTE MGMT INC DEL | 10 | 10 | 0.46% | 0.61% | 0.72% | Q2 2021 | Q3 2023 | 10 |
JNJ | JOHNSON & JOHNSON | 5 | 5 | 0.08% | 0.37% | 0.74% | Q2 2020 | Q4 2022 | 10 |
IPAY | ETF MANAGERS TR | 10 | 10 | 0.08% | 0.29% | 0.50% | Q3 2019 | Q4 2021 | 10 |
BND | VANGUARD BD INDEX FDS | 10 | 10 | 0.15% | 0.19% | 0.27% | Q3 2020 | Q4 2022 | 10 |
ITW | ILLINOIS TOOL WKS INC | 6 | 4 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 10 |
VCIT | VANGUARD SCOTTSDALE FDS | 9 | 9 | 0.21% | 1.35% | 2.29% | Q3 2020 | Q3 2022 | 9 |
VFVA | VANGUARD WELLINGTON FD | 9 | 9 | 0.09% | 1.31% | 3.49% | Q3 2021 | Q3 2023 | 9 |
QLV | FLEXSHARES TR | 9 | 9 | 0.12% | 0.88% | 1.72% | Q2 2020 | Q2 2022 | 9 |
LUV | SOUTHWEST AIRLS CO | 4 | 2 | 0.17% | 0.47% | 0.59% | Q1 2020 | Q3 2023 | 9 |
HACK | ETF MANAGERS TR | 8 | 1 | 0.19% | 0.42% | 0.56% | Q3 2019 | Q2 2022 | 9 |
MBB | ISHARES TR | 9 | 9 | 0.10% | 0.36% | 0.65% | Q3 2019 | Q3 2021 | 9 |
REMX | VANECK ETF TRUST | 8 | 8 | 0.10% | 1.28% | 1.78% | Q4 2021 | Q3 2023 | 8 |
EMXC | ISHARES INC | 8 | 8 | 0.62% | 0.83% | 1.02% | Q4 2021 | Q3 2023 | 8 |
XLF | SELECT SECTOR SPDR TR | 6 | 2 | 0.33% | 0.74% | 1.10% | Q3 2019 | Q2 2022 | 8 |
PFFD | GLOBAL X FDS | 8 | 8 | 0.33% | 0.67% | 1.46% | Q3 2020 | Q2 2022 | 8 |
GS | GOLDMAN SACHS GROUP INC | 8 | 8 | 0.36% | 0.64% | 0.78% | Q1 2021 | Q4 2022 | 8 |
TFLO | ISHARES TR | 8 | 8 | 0.08% | 0.62% | 1.83% | Q3 2020 | Q2 2022 | 8 |
CVS | CVS HEALTH CORP | 8 | 8 | 0.44% | 0.59% | 0.69% | Q2 2021 | Q1 2023 | 8 |
ROKU | ROKU INC | 8 | 8 | 0.18% | 0.58% | 0.96% | Q4 2019 | Q3 2021 | 8 |
VCSH | VANGUARD SCOTTSDALE FDS | 7 | 7 | 0.47% | 1.68% | 2.24% | Q3 2020 | Q1 2022 | 7 |
PAVE | GLOBAL X FDS | 6 | 1 | 0.67% | 0.80% | 1.18% | Q1 2021 | Q3 2023 | 7 |
MCK | MCKESSON CORP | 7 | 7 | 0.10% | 0.55% | 0.80% | Q1 2022 | Q3 2023 | 7 |
SBUX | STARBUCKS CORP | 7 | 7 | 0.15% | 0.43% | 0.58% | Q3 2020 | Q1 2022 | 7 |
QQQ | INVESCO QQQ TR | 4 | 3 | 0.30% | 0.40% | 0.56% | Q4 2020 | Q3 2023 | 7 |
BSCL | INVESCO EXCH TRD SLF I... | 7 | 7 | 0.20% | 0.30% | 0.40% | Q3 2019 | Q1 2021 | 7 |
CSCO | CISCO SYS INC | 3 | 2 | 0.08% | 0.15% | 0.29% | Q3 2019 | Q3 2023 | 7 |
NSC | NORFOLK SOUTHN CORP | 6 | 1 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q4 2022 | 7 |
WISDOMTREE TR | 6 | 6 | 2.72% | 6.50% | 8.92% | Q2 2022 | Q3 2023 | 6 | |
JPST | J P MORGAN EXCHANGE TR... | 6 | 6 | 2.65% | 3.13% | 4.15% | Q2 2022 | Q3 2023 | 6 |
SGOV | ISHARES TR | 6 | 6 | 0.27% | 2.12% | 3.91% | Q2 2022 | Q3 2023 | 6 |
PTBD | PACER FDS TR | 6 | 6 | 0.63% | 1.34% | 1.64% | Q4 2020 | Q1 2022 | 6 |
MCD | MCDONALDS CORP | 6 | 6 | 0.60% | 0.64% | 0.68% | Q2 2022 | Q3 2023 | 6 |
XLP | SELECT SECTOR SPDR TR | 4 | 2 | 0.11% | 0.60% | 1.89% | Q3 2021 | Q1 2023 | 6 |
UNH | UNITEDHEALTH GROUP INC | 6 | 6 | 0.49% | 0.58% | 0.64% | Q2 2022 | Q3 2023 | 6 |
FIVG | ETF SER SOLUTIONS | 6 | 6 | 0.41% | 0.53% | 0.67% | Q1 2021 | Q2 2022 | 6 |
FLLV | FRANKLIN TEMPLETON ETF TR | 6 | 6 | 0.18% | 0.52% | 0.74% | Q2 2020 | Q3 2021 | 6 |
STZ | CONSTELLATION BRANDS INC | 4 | 2 | 0.43% | 0.51% | 0.59% | Q3 2019 | Q3 2023 | 6 |
ETSY | ETSY INC | 6 | 6 | 0.32% | 0.47% | 0.62% | Q3 2020 | Q4 2021 | 6 |
TWLO | TWILIO INC | 6 | 6 | 0.27% | 0.41% | 0.53% | Q2 2020 | Q3 2021 | 6 |
BA | BOEING CO | 6 | 6 | 0.09% | 0.40% | 0.97% | Q1 2020 | Q2 2021 | 6 |
IBUY | AMPLIFY ETF TR | 6 | 6 | 0.09% | 0.19% | 0.27% | Q2 2020 | Q3 2021 | 6 |
HEFA | ISHARES TR | 5 | 5 | 1.12% | 1.53% | 1.81% | Q3 2022 | Q3 2023 | 5 |
EPRF | INNOVATOR ETFS TR II | 5 | 5 | 0.18% | 1.36% | 2.14% | Q3 2020 | Q3 2021 | 5 |
CMDY | ISHARES U S ETF TR | 5 | 5 | 0.20% | 1.30% | 3.42% | Q3 2022 | Q3 2023 | 5 |
EFAV | ISHARES TR | 5 | 5 | 0.27% | 1.21% | 2.48% | Q3 2019 | Q3 2020 | 5 |
FXY | INVESCO CURRENCYSHARES... | 5 | 5 | 0.51% | 1.01% | 1.41% | Q3 2019 | Q3 2020 | 5 |
ITA | ISHARES TR | 2 | 1 | 0.16% | 0.57% | 1.17% | Q3 2019 | Q2 2023 | 5 |
ZM | ZOOM VIDEO COMMUNICATI... | 5 | 5 | 0.11% | 0.49% | 0.74% | Q2 2020 | Q2 2021 | 5 |
LOW | LOWES COS INC | 3 | 2 | 0.29% | 0.43% | 0.62% | Q3 2019 | Q3 2023 | 5 |
TJX | TJX COS INC NEW | 3 | 2 | 0.18% | 0.32% | 0.52% | Q4 2019 | Q3 2023 | 5 |
VTI | VANGUARD INDEX FDS | 5 | 5 | 0.12% | 0.25% | 0.42% | Q1 2021 | Q1 2022 | 5 |
PDT | HANCOCK JOHN PREMUIM D... | 5 | 5 | 0.10% | 0.24% | 0.40% | Q3 2019 | Q3 2020 | 5 |
BMY | BRISTOL-MYERS SQUIBB CO | 3 | 2 | 0.14% | 0.19% | 0.27% | Q3 2019 | Q3 2023 | 5 |
BSCM | INVESCO EXCH TRD SLF I... | 5 | 5 | 0.10% | 0.14% | 0.20% | Q3 2021 | Q3 2022 | 5 |
BSJM | INVESCO EXCH TRD SLF I... | 5 | 5 | 0.08% | 0.12% | 0.14% | Q3 2020 | Q3 2021 | 5 |
SPXU | PROSHARES TR | 4 | 4 | 0.15% | 4.31% | 12.12% | Q3 2022 | Q2 2023 | 4 |
FTSL | FIRST TR EXCHANGE-TRAD... | 4 | 4 | 2.50% | 2.61% | 2.71% | Q2 2022 | Q1 2023 | 4 |
SPSB | SPDR SER TR | 4 | 4 | 0.13% | 2.59% | 5.44% | Q4 2022 | Q3 2023 | 4 |
SCHZ | SCHWAB STRATEGIC TR | 4 | 4 | 1.09% | 1.60% | 1.86% | Q3 2019 | Q2 2020 | 4 |
BKLN | INVESCO EXCH TRADED FD... | 3 | 1 | 0.19% | 1.29% | 2.55% | Q4 2019 | Q3 2023 | 4 |
ALTL | PACER FDS TR | 4 | 4 | 0.55% | 0.60% | 0.63% | Q4 2021 | Q3 2022 | 4 |
FDUS | FIDUS INVT CORP | 4 | 4 | 0.56% | 0.58% | 0.63% | Q4 2022 | Q3 2023 | 4 |
EXPE | EXPEDIA GROUP INC | 2 | 2 | 0.35% | 0.44% | 0.49% | Q1 2021 | Q2 2022 | 4 |
COIN | COINBASE GLOBAL INC | 4 | 4 | 0.18% | 0.38% | 0.50% | Q3 2021 | Q2 2022 | 4 |
PFF | ISHARES TR | 2 | 2 | 0.16% | 0.35% | 0.71% | Q3 2019 | Q4 2020 | 4 |
CHWY | CHEWY INC | 4 | 4 | 0.30% | 0.35% | 0.38% | Q4 2020 | Q3 2021 | 4 |
VWO | VANGUARD INTL EQUITY I... | 2 | 2 | 0.12% | 0.21% | 0.32% | Q3 2019 | Q1 2023 | 4 |
VXUS | VANGUARD STAR FDS | 4 | 4 | 0.14% | 0.17% | 0.19% | Q1 2021 | Q4 2021 | 4 |
AGG | ISHARES TR | 4 | 4 | 0.13% | 0.14% | 0.15% | Q2 2021 | Q1 2022 | 4 |
MELI | MERCADOLIBRE INC | 2 | 2 | 0.10% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 4 |
PGX | INVESCO EXCH TRADED FD... | 4 | 4 | 0.10% | 0.12% | 0.13% | Q1 2021 | Q4 2021 | 4 |
USHY | ISHARES TR | 4 | 4 | 0.11% | 0.12% | 0.14% | Q1 2021 | Q4 2021 | 4 |
BSCO | INVESCO EXCH TRD SLF I... | 4 | 4 | 0.10% | 0.12% | 0.14% | Q2 2021 | Q1 2022 | 4 |
ESGE | ISHARES INC | 3 | 1 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 4 |
ULST | SSGA ACTIVE ETF TR | 3 | 3 | 0.72% | 3.35% | 4.83% | Q1 2023 | Q3 2023 | 3 |
IAK | ISHARES TR | 3 | 3 | 1.17% | 1.41% | 1.86% | Q4 2022 | Q2 2023 | 3 |
PPH | VANECK ETF TRUST | 3 | 3 | 1.08% | 1.15% | 1.21% | Q1 2023 | Q3 2023 | 3 |
HYLB | DBX ETF TR | 3 | 3 | 0.85% | 0.95% | 1.12% | Q3 2019 | Q1 2020 | 3 |
SCHW | SCHWAB CHARLES CORP | 3 | 3 | 0.41% | 0.74% | 1.24% | Q1 2023 | Q3 2023 | 3 |
XSOE | WISDOMTREE TR | 3 | 3 | 0.56% | 0.61% | 0.65% | Q1 2021 | Q3 2021 | 3 |
EBAY | EBAY INC. | 3 | 3 | 0.47% | 0.52% | 0.58% | Q4 2022 | Q2 2023 | 3 |
PANW | PALO ALTO NETWORKS INC | 3 | 3 | 0.43% | 0.51% | 0.56% | Q1 2023 | Q3 2023 | 3 |
DRIV | GLOBAL X FDS | 3 | 3 | 0.16% | 0.41% | 0.55% | Q4 2021 | Q2 2022 | 3 |
VGIT | VANGUARD SCOTTSDALE FDS | 2 | 1 | 0.38% | 0.40% | 0.42% | Q3 2020 | Q4 2021 | 3 |
MTCH | MATCH GROUP INC NEW | 3 | 3 | 0.33% | 0.39% | 0.51% | Q3 2020 | Q1 2021 | 3 |
PINS | PINTEREST INC | 3 | 3 | 0.17% | 0.32% | 0.40% | Q3 2020 | Q1 2021 | 3 |
TDOC | TELADOC HEALTH INC | 3 | 3 | 0.23% | 0.32% | 0.44% | Q3 2020 | Q1 2021 | 3 |
ABBV | ABBVIE INC | 2 | 1 | 0.08% | 0.31% | 0.43% | Q4 2021 | Q2 2023 | 3 |
PROSHARES TR | 3 | 3 | 0.16% | 0.28% | 0.52% | Q2 2022 | Q4 2022 | 3 | |
HOLX | HOLOGIC INC | 3 | 3 | 0.22% | 0.25% | 0.28% | Q2 2020 | Q4 2020 | 3 |
IGSB | ISHARES TR | 2 | 1 | 0.19% | 0.24% | 0.29% | Q3 2019 | Q1 2023 | 3 |
USRT | ISHARES TR | 2 | 1 | 0.21% | 0.24% | 0.26% | Q4 2019 | Q1 2023 | 3 |
ABT | ABBOTT LABS | 3 | 3 | 0.17% | 0.23% | 0.30% | Q2 2020 | Q4 2020 | 3 |
SPHY | SPDR SER TR | 2 | 1 | 0.11% | 0.17% | 0.27% | Q4 2019 | Q1 2023 | 3 |
VYM | VANGUARD WHITEHALL FDS | 3 | 3 | 0.11% | 0.11% | 0.12% | Q2 2021 | Q4 2021 | 3 |
SUSC | ISHARES TR | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
VRIG | INVESCO ACTIVELY MANAG... | 2 | 2 | 5.30% | 5.36% | 5.42% | Q2 2023 | Q3 2023 | 2 |
SHP ETF TRUST | 2 | 2 | 4.60% | 4.81% | 5.02% | Q2 2023 | Q3 2023 | 2 | |
NOBL | PROSHARES TR | 2 | 2 | 3.09% | 3.13% | 3.16% | Q3 2019 | Q4 2019 | 2 |
REGL | PROSHARES TR | 2 | 2 | 1.76% | 1.86% | 1.95% | Q3 2019 | Q4 2019 | 2 |
XLU | SELECT SECTOR SPDR TR | 2 | 2 | 1.17% | 1.55% | 1.93% | Q4 2022 | Q1 2023 | 2 |
INNOVATOR ETFS TR | 2 | 2 | 1.27% | 1.45% | 1.64% | Q4 2021 | Q1 2022 | 2 | |
VNQ | VANGUARD INDEX FDS | 2 | 2 | 1.34% | 1.43% | 1.52% | Q3 2019 | Q4 2019 | 2 |
KO | COCA COLA CO | 2 | 2 | 0.62% | 0.65% | 0.67% | Q2 2022 | Q3 2022 | 2 |
CVX | CHEVRON CORP NEW | 2 | 2 | 0.63% | 0.64% | 0.65% | Q2 2023 | Q3 2023 | 2 |
SPHD | INVESCO EXCHNG TRADED ... | 2 | 2 | 0.60% | 0.61% | 0.62% | Q3 2019 | Q4 2019 | 2 |
SO | SOUTHERN CO | 2 | 2 | 0.59% | 0.59% | 0.60% | Q2 2022 | Q3 2022 | 2 |
MDLZ | MONDELEZ INTL INC | 2 | 2 | 0.57% | 0.59% | 0.61% | Q2 2022 | Q3 2022 | 2 |
HDV | ISHARES TR | 2 | 2 | 0.55% | 0.58% | 0.61% | Q4 2022 | Q1 2023 | 2 |
PNC | PNC FINL SVCS GROUP INC | 2 | 2 | 0.53% | 0.55% | 0.57% | Q1 2023 | Q2 2023 | 2 |
PEY | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.40% | 0.54% | 0.68% | Q3 2019 | Q4 2019 | 2 |
FVD | FIRST TR VALUE LINE DI... | 2 | 2 | 0.51% | 0.53% | 0.55% | Q3 2019 | Q4 2019 | 2 |
PEJ | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.32% | 0.48% | 0.64% | Q1 2021 | Q2 2021 | 2 |
DKS | DICKS SPORTING GOODS INC | 2 | 2 | 0.44% | 0.48% | 0.51% | Q2 2023 | Q3 2023 | 2 |
LYFT | LYFT INC | 2 | 2 | 0.42% | 0.46% | 0.50% | Q1 2023 | Q2 2023 | 2 |
FISV | FISERV INC | 2 | 2 | 0.42% | 0.44% | 0.47% | Q1 2023 | Q2 2023 | 2 |
SCHM | SCHWAB STRATEGIC TR | 2 | 2 | 0.36% | 0.37% | 0.39% | Q4 2022 | Q1 2023 | 2 |
ABNB | AIRBNB INC | 2 | 2 | 0.36% | 0.37% | 0.38% | Q1 2021 | Q2 2021 | 2 |
ALK | ALASKA AIR GROUP INC | 2 | 2 | 0.33% | 0.34% | 0.34% | Q1 2021 | Q2 2021 | 2 |
INTC | INTEL CORP | 2 | 2 | 0.29% | 0.30% | 0.30% | Q3 2019 | Q4 2019 | 2 |
PTON | PELOTON INTERACTIVE INC | 2 | 2 | 0.14% | 0.27% | 0.41% | Q3 2020 | Q4 2020 | 2 |
NURE | NUSHARES ETF TR | 2 | 2 | 0.21% | 0.26% | 0.30% | Q3 2019 | Q4 2019 | 2 |
LH | LABORATORY CORP AMER H... | 2 | 2 | 0.20% | 0.24% | 0.28% | Q3 2020 | Q4 2020 | 2 |
DBLV | ADVISORSHARES TR | 2 | 2 | 0.18% | 0.22% | 0.26% | Q3 2019 | Q4 2019 | 2 |
SCHA | SCHWAB STRATEGIC TR | 2 | 2 | 0.21% | 0.22% | 0.23% | Q4 2022 | Q1 2023 | 2 |
SIVR | ABRDN SILVER ETF TRUST | 2 | 2 | 0.21% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
XLY | SELECT SECTOR SPDR TR | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
XOM | EXXON MOBIL CORP | 2 | 2 | 0.17% | 0.18% | 0.20% | Q3 2019 | Q4 2019 | 2 |
J P MORGAN EXCHANGE TR... | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q1 2023 | 2 | |
EFR | EATON VANCE SR FLTNG R... | 2 | 2 | 0.13% | 0.14% | 0.14% | Q3 2019 | Q4 2019 | 2 |
VOO | VANGUARD INDEX FDS | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
NEM | NEWMONT CORP | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q2 2022 | 2 |
UCO | PROSHARES TR II | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q3 2023 | 2 |
VB | VANGUARD INDEX FDS | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q4 2021 | 2 |
SHOP | SHOPIFY INC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2021 | Q4 2021 | 2 |
IRBO | ISHARES TR | 1 | 1 | 1.21% | 1.21% | 1.21% | Q2 2023 | Q2 2023 | 1 |
BOTZ | GLOBAL X FDS | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2023 | Q3 2023 | 1 |
PPA | INVESCO EXCHANGE TRADE... | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2023 | Q3 2023 | 1 |
OIH | VANECK ETF TRUST | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2023 | Q3 2023 | 1 |
KRE | SPDR SER TR | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2023 | Q2 2023 | 1 |
GSY | INVESCO ACTIVELY MANAG... | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
SPXU | PROSHARES TR | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2020 | Q4 2020 | 1 |
BRKB | BERKSHIRE HATHAWAY INC... | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
BAC | BANK AMERICA CORP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
ADM | ARCHER DANIELS MIDLAND CO | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
CCI | CROWN CASTLE INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2023 | Q1 2023 | 1 |
BONDBLOXX ETF TRUST | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 | |
SPHQ | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
SPSM | SPDR SERIES TRUST | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
BSCK | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2019 | Q3 2019 | 1 |
TWTR | TWITTER INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2020 | Q2 2020 | 1 |
DGX | QUEST DIAGNOSTICS INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
HYHG | PROSHARES TR | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
SPMD | SPDR SERIES TRUST | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
FLTR | VANECK VECTORS ETF TRUST | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
EEMV | ISHARES INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
PAA | PLAINS ALL AMERN PIPEL... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
PUTNAM ETF TRUST | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 | |
SPOT | SPOTIFY TECHNOLOGY S A | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
CARR | CARRIER GLOBAL CORPORA... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
ITOT | ISHARES TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
BSJL | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
LRNZ | LISTED FD TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
ET | ENERGY TRANSFER L P | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
BSV | VANGUARD BD INDEX FDS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
PEP | PEPSICO INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
IJR | ISHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
BSJN | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
BSJO | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
RES | RPC INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NKLA | NIKOLA CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ESPR | ESPERION THERAPEUTICS ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Download |
The securities at the top of the list , including SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and INVESCO EXCH TRADED FD TR II, are the highest-conviction holdings of WT Wealth Management.
The conviction is calculated by counting the number of quarters a security has been reported by WT Wealth Management. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that WT Wealth Management owns currently or has owned in the past.