257 is the total number of securities Belmont Capital, LLC has owned. The longest Belmont Capital, LLC has owned a single stock is 16 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
FB | META PLATFORMS INC | 16 | 16 | 15.17% | 30.38% | 55.78% | Q4 2019 | Q3 2023 | 16 |
ZM | ZOOM VIDEO COMMUNICATI... | 16 | 16 | 0.05% | 17.14% | 70.34% | Q4 2019 | Q3 2023 | 16 |
AAPL | APPLE INC | 16 | 16 | 2.06% | 16.31% | 31.16% | Q4 2019 | Q3 2023 | 16 |
SPY | SPDR S&P 500 ETF TR | 16 | 16 | 3.97% | 9.45% | 14.14% | Q4 2019 | Q3 2023 | 16 |
EFA | ISHARES TR | 16 | 16 | 3.23% | 7.57% | 12.60% | Q4 2019 | Q3 2023 | 16 |
JNJ | JOHNSON & JOHNSON | 16 | 16 | 0.01% | 0.82% | 3.77% | Q4 2019 | Q3 2023 | 16 |
ROST | ROSS STORES INC | 16 | 16 | 0.28% | 0.68% | 1.19% | Q4 2019 | Q3 2023 | 16 |
ACWI | ISHARES TR | 16 | 16 | 0.23% | 0.55% | 0.96% | Q4 2019 | Q3 2023 | 16 |
SBUX | STARBUCKS CORP | 16 | 16 | 0.19% | 0.47% | 0.80% | Q4 2019 | Q3 2023 | 16 |
BND | VANGUARD BD INDEX FDS | 16 | 16 | 0.11% | 0.31% | 0.52% | Q4 2019 | Q3 2023 | 16 |
GOOGL | ALPHABET INC | 16 | 16 | 0.01% | 0.17% | 1.20% | Q4 2019 | Q3 2023 | 16 |
BRKB | BERKSHIRE HATHAWAY INC... | 16 | 16 | 0.01% | 0.14% | 0.79% | Q4 2019 | Q3 2023 | 16 |
VTI | VANGUARD INDEX FDS | 16 | 16 | 0.06% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 16 |
VT | VANGUARD INTL EQUITY I... | 16 | 16 | 0.06% | 0.11% | 0.17% | Q4 2019 | Q3 2023 | 16 |
PG | PROCTER & GAMBLE CO | 16 | 16 | 0.01% | 0.07% | 0.63% | Q4 2019 | Q3 2023 | 16 |
AMT | AMERICAN TOWER CORP NEW | 16 | 16 | 0.03% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
TIP | ISHARES TR | 16 | 16 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
IWF | ISHARES TR | 16 | 16 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
HD | HOME DEPOT INC | 16 | 16 | 0.01% | 0.05% | 0.15% | Q4 2019 | Q3 2023 | 16 |
VEU | VANGUARD INTL EQUITY I... | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
GLD | SPDR GOLD TRUST | 16 | 16 | 0.01% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 16 |
XLE | SELECT SECTOR SPDR TR | 16 | 16 | 0.00% | 0.04% | 0.23% | Q4 2019 | Q3 2023 | 16 |
PRF | INVESCO EXCHANGE TRADE... | 16 | 16 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
GOOG | ALPHABET INC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
DJP | BARCLAYS BK PLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
BABA | ALIBABA GROUP HLDG LTD | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
PXF | INVESCO EXCH TRADED FD... | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CAT | CATERPILLAR INC DEL | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
IWN | ISHARES TR | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
EWZ | ISHARES INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
PIN | INVESCO INDIA EXCHG TR... | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
PXH | INVESCO EXCH TRADED FD... | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
LIT | GLOBAL X FDS | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
FXI | ISHARES TR | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
MRK | MERCK & CO. INC | 13 | 2 | 0.00% | 0.56% | 0.97% | Q4 2019 | Q3 2023 | 15 |
ICLN | ISHARES TR | 13 | 13 | 0.00% | 0.01% | 0.07% | Q3 2020 | Q3 2023 | 13 |
SLV | ISHARES SILVER TR | 9 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 12 |
VNQ | VANGUARD INDEX FDS | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
VGK | VANGUARD INTL EQUITY I... | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SCHP | SCHWAB STRATEGIC TR | 7 | 5 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
INDA | ISHARES TR | 12 | 12 | 0.01% | 0.01% | 0.06% | Q4 2020 | Q3 2023 | 12 |
VNQI | VANGUARD INTL EQUITY I... | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
VPL | VANGUARD INTL EQUITY I... | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
EWS | ISHARES INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
EWA | ISHARES INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
LRCX | LAM RESEARCH CORP | 11 | 11 | 0.14% | 0.44% | 0.68% | Q1 2021 | Q3 2023 | 11 |
TSLA | TESLA INC | 4 | 3 | 0.02% | 0.33% | 0.65% | Q2 2020 | Q3 2023 | 11 |
SILJ | ETF MANAGERS TR | 9 | 2 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
ABCL | ABCELLERA BIOLOGICS INC | 10 | 10 | 0.65% | 2.69% | 5.95% | Q2 2021 | Q3 2023 | 10 |
JPM | JPMORGAN CHASE & CO | 5 | 5 | 0.00% | 0.30% | 0.75% | Q4 2019 | Q3 2023 | 10 |
AMGN | AMGEN INC | 5 | 5 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 10 |
GDX | VANECK VECTORS ETF TR | 9 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 10 |
IVOL | KRANESHARES TR | 10 | 10 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
MSFT | MICROSOFT CORP | 9 | 9 | 0.01% | 3.83% | 7.91% | Q3 2021 | Q3 2023 | 9 |
AMZN | AMAZON COM INC | 9 | 9 | 0.00% | 1.02% | 3.54% | Q3 2021 | Q3 2023 | 9 |
CVX | CHEVRON CORP NEW | 9 | 9 | 0.00% | 0.14% | 1.24% | Q3 2021 | Q3 2023 | 9 |
XLF | SELECT SECTOR SPDR TR | 9 | 9 | 0.01% | 0.07% | 0.14% | Q4 2020 | Q4 2022 | 9 |
UNH | UNITEDHEALTH GROUP INC | 9 | 9 | 0.00% | 0.05% | 0.28% | Q3 2021 | Q3 2023 | 9 |
XLV | SELECT SECTOR SPDR TR | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
SNOW | SNOWFLAKE INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
SQ | SQUARE INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
XOM | EXXON MOBIL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
SOFI | SOFI TECHNOLOGIES INC | 6 | 2 | 1.05% | 1.95% | 5.06% | Q3 2021 | Q3 2023 | 8 |
LLY | LILLY ELI & CO | 8 | 8 | 0.00% | 0.11% | 0.78% | Q4 2021 | Q3 2023 | 8 |
EFR | EATON VANCE SR FLTNG R... | 8 | 8 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q4 2021 | 8 |
COST | COSTCO WHSL CORP NEW | 5 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 8 |
F | FORD MTR CO DEL | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
ON | ON SEMICONDUCTOR CORP | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NVDA | NVIDIA CORPORATION | 5 | 2 | 0.07% | 0.61% | 1.98% | Q4 2019 | Q3 2023 | 7 |
CRWD | CROWDSTRIKE HLDGS INC | 7 | 7 | 0.08% | 0.15% | 0.23% | Q1 2022 | Q3 2023 | 7 |
NIO | NIO INC | 7 | 7 | 0.05% | 0.14% | 0.26% | Q1 2022 | Q3 2023 | 7 |
VEA | VANGUARD TAX-MANAGED I... | 7 | 7 | 0.01% | 0.08% | 0.31% | Q3 2020 | Q1 2022 | 7 |
NET | CLOUDFLARE INC | 7 | 7 | 0.03% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 7 |
AVGO | BROADCOM INC | 5 | 2 | 0.00% | 0.03% | 0.20% | Q4 2019 | Q3 2023 | 7 |
AFRM | AFFIRM HLDGS INC | 6 | 6 | 1.25% | 2.10% | 2.68% | Q2 2022 | Q3 2023 | 6 |
ADBE | ADOBE SYSTEMS INCORPOR... | 4 | 2 | 0.01% | 0.06% | 0.18% | Q2 2021 | Q2 2023 | 6 |
YOU | CLEAR SECURE INC | 5 | 5 | 0.23% | 1.13% | 1.74% | Q3 2022 | Q3 2023 | 5 |
PFE | PFIZER INC | 5 | 5 | 0.28% | 0.56% | 0.87% | Q3 2022 | Q3 2023 | 5 |
TXN | TEXAS INSTRS INC | 5 | 5 | 0.31% | 0.51% | 0.66% | Q3 2022 | Q3 2023 | 5 |
GS | GOLDMAN SACHS GROUP INC | 5 | 5 | 0.26% | 0.39% | 0.53% | Q3 2022 | Q3 2023 | 5 |
V | VISA INC | 5 | 5 | 0.01% | 0.38% | 1.34% | Q3 2022 | Q3 2023 | 5 |
BA | BOEING CO | 5 | 5 | 0.24% | 0.33% | 0.44% | Q3 2022 | Q3 2023 | 5 |
HON | HONEYWELL INTL INC | 5 | 5 | 0.20% | 0.31% | 0.44% | Q3 2022 | Q3 2023 | 5 |
CL | COLGATE PALMOLIVE CO | 5 | 5 | 0.17% | 0.27% | 0.37% | Q3 2022 | Q3 2023 | 5 |
MCD | MCDONALDS CORP | 5 | 5 | 0.02% | 0.21% | 0.99% | Q3 2022 | Q3 2023 | 5 |
KO | COCA COLA CO | 5 | 5 | 0.01% | 0.10% | 0.43% | Q3 2022 | Q3 2023 | 5 |
IJR | ISHARES TR | 5 | 5 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q4 2021 | 5 |
CNQ | CANADIAN NAT RES LTD | 5 | 5 | 0.01% | 0.05% | 0.18% | Q3 2022 | Q3 2023 | 5 |
HRB | BLOCK H & R INC | 5 | 5 | 0.01% | 0.05% | 0.12% | Q3 2022 | Q3 2023 | 5 |
ALSN | ALLISON TRANSMISSION H... | 5 | 5 | 0.01% | 0.05% | 0.18% | Q3 2022 | Q3 2023 | 5 |
NVS | NOVARTIS AG | 5 | 5 | 0.01% | 0.04% | 0.17% | Q3 2022 | Q3 2023 | 5 |
EMXC | ISHARES INC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q4 2021 | 5 |
WFC | WELLS FARGO CO NEW | 5 | 5 | 0.02% | 0.04% | 0.11% | Q3 2022 | Q3 2023 | 5 |
GILD | GILEAD SCIENCES INC | 5 | 5 | 0.01% | 0.04% | 0.15% | Q3 2022 | Q3 2023 | 5 |
SU | SUNCOR ENERGY INC NEW | 5 | 5 | 0.01% | 0.03% | 0.12% | Q3 2022 | Q3 2023 | 5 |
UNP | UNION PAC CORP | 5 | 5 | 0.01% | 0.03% | 0.08% | Q3 2022 | Q3 2023 | 5 |
R | RYDER SYS INC | 5 | 5 | 0.01% | 0.03% | 0.10% | Q3 2022 | Q3 2023 | 5 |
JEF | JEFFERIES FINL GROUP INC | 5 | 5 | 0.01% | 0.03% | 0.08% | Q3 2022 | Q3 2023 | 5 |
EOG | EOG RES INC | 5 | 5 | 0.01% | 0.03% | 0.08% | Q3 2022 | Q3 2023 | 5 |
LMT | LOCKHEED MARTIN CORP | 5 | 5 | 0.01% | 0.03% | 0.08% | Q3 2022 | Q3 2023 | 5 |
UPS | UNITED PARCEL SERVICE INC | 5 | 5 | 0.01% | 0.02% | 0.06% | Q3 2022 | Q3 2023 | 5 |
ABBV | ABBVIE INC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
BIIB | BIOGEN INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
BX | BLACKSTONE INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
VAW | VANGUARD WORLD FDS | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
IPG | INTERPUBLIC GROUP COS INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
LOW | LOWES COS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
XLU | SELECT SECTOR SPDR TR | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
DBB | POWERSHARES DB MULTI-S... | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 5 |
CSCO | CISCO SYS INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
HUN | HUNTSMAN CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
IYM | ISHARES TR | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
BYD | BOYD GAMING CORP | 4 | 4 | 3.65% | 5.43% | 7.19% | Q4 2022 | Q3 2023 | 4 |
SNAP | SNAP INC | 4 | 4 | 1.55% | 3.04% | 4.78% | Q1 2020 | Q4 2020 | 4 |
BAC | BANK AMERICA CORP | 4 | 4 | 0.07% | 1.97% | 3.39% | Q4 2022 | Q3 2023 | 4 |
COMP | COMPASS INC | 3 | 1 | 0.35% | 0.99% | 2.00% | Q4 2021 | Q4 2022 | 4 |
NFLX | NETFLIX INC | 4 | 4 | 0.16% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
MDLZ | MONDELEZ INTL INC | 4 | 4 | 0.09% | 0.16% | 0.29% | Q4 2022 | Q3 2023 | 4 |
SH | PROSHARES TR | 4 | 4 | 0.11% | 0.16% | 0.20% | Q1 2022 | Q4 2022 | 4 |
MDT | MEDTRONIC PLC | 4 | 4 | 0.08% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
QCOM | QUALCOMM INC | 4 | 4 | 0.07% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
TWLO | TWILIO INC | 4 | 4 | 0.04% | 0.08% | 0.13% | Q1 2022 | Q4 2022 | 4 |
C | CITIGROUP INC | 4 | 4 | 0.05% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
MTG | MGIC INVT CORP WIS | 3 | 1 | 0.01% | 0.05% | 0.14% | Q3 2022 | Q3 2023 | 4 |
AZO | AUTOZONE INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q2 2023 | 4 |
KLAC | KLA CORP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
ORLY | OREILLY AUTOMOTIVE INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
REGN | REGENERON PHARMACEUTICALS | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
XRT | SPDR SER TR | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
AMAT | APPLIED MATLS INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MA | MASTERCARD INCORPORATED | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
ACN | ACCENTURE PLC IRELAND | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
FTNT | FORTINET INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
A | AGILENT TECHNOLOGIES INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
SPDN | DIREXION SHS ETF TR | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
KBR | KBR INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
VRTX | VERTEX PHARMACEUTICALS... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
DHR | DANAHER CORPORATION | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
REZI | RESIDEO TECHNOLOGIES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
MIND MEDICINE MINDMED INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 | |
DOCS | DOXIMITY INC | 3 | 3 | 3.21% | 3.41% | 3.80% | Q2 2022 | Q4 2022 | 3 |
ABNB | AIRBNB INC | 3 | 3 | 0.90% | 1.04% | 1.29% | Q1 2023 | Q3 2023 | 3 |
RUN | SUNRUN INC | 3 | 3 | 0.58% | 0.87% | 1.24% | Q2 2021 | Q4 2021 | 3 |
BSCO | INVESCO EXCH TRD SLF I... | 3 | 3 | 0.56% | 0.67% | 0.86% | Q1 2023 | Q3 2023 | 3 |
TCBK | TRICO BANCSHARES | 3 | 3 | 0.14% | 0.24% | 0.45% | Q1 2023 | Q3 2023 | 3 |
VLO | VALERO ENERGY CORP | 2 | 1 | 0.02% | 0.09% | 0.13% | Q1 2020 | Q3 2023 | 3 |
BAX | BAXTER INTL INC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
LINDE PLC | 3 | 3 | 0.01% | 0.03% | 0.07% | Q1 2023 | Q3 2023 | 3 | |
COP | CONOCOPHILLIPS | 3 | 3 | 0.01% | 0.03% | 0.07% | Q1 2023 | Q3 2023 | 3 |
MUB | ISHARES TR | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
XLB | SELECT SECTOR SPDR TR | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
SPXS | DIREXION SHS ETF TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
CDNS | CADENCE DESIGN SYSTEM INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
BLK | BLACKROCK INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 3 |
XLI | SELECT SECTOR SPDR TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
GLBE | GLOBAL E ONLINE LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
QDEL | QUIDEL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
MRNA | MODERNA INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
IEP | ICAHN ENTERPRISES LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
UUP | INVESCO DB US DLR INDE... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
AMD | ADVANCED MICRO DEVICES... | 2 | 2 | 0.62% | 0.67% | 0.72% | Q2 2023 | Q3 2023 | 2 |
PLTR | PALANTIR TECHNOLOGIES INC | 2 | 2 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q3 2023 | 2 |
JEPI | J P MORGAN EXCHANGE TR... | 2 | 2 | 0.27% | 0.28% | 0.29% | Q2 2023 | Q3 2023 | 2 |
PEP | PEPSICO INC | 2 | 2 | 0.02% | 0.28% | 0.54% | Q2 2023 | Q3 2023 | 2 |
MUJ | BLACKROCK MUNIHLDGS NJ... | 2 | 2 | 0.23% | 0.26% | 0.30% | Q2 2021 | Q3 2021 | 2 |
AON | AON PLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
TEAM | ATLASSIAN CORP PLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q2 2021 | Q3 2021 | 2 |
VB | VANGUARD INDEX FDS | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
FTEC | FIDELITY COVINGTON TRUST | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
DTE | DTE ENERGY CO | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
KMB | KIMBERLY-CLARK CORP | 2 | 2 | 0.01% | 0.04% | 0.08% | Q2 2023 | Q3 2023 | 2 |
SPYV | SPDR SER TR | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
TYO | DIREXION SHS ETF TR | 2 | 2 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q1 2022 | 2 |
BSV | VANGUARD BD INDEX FDS | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
ZTS | ZOETIS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
DBA | INVESCO DB MULTI-SECTO... | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2021 | 2 |
FNCL | FIDELITY COVINGTON TRUST | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
FDIS | FIDELITY COVINGTON TRUST | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
FIDU | FIDELITY COVINGTON TRUST | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SCHE | SCHWAB STRATEGIC TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
FENY | FIDELITY COVINGTON TRUST | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CRM | SALESFORCE INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SLM | SLM CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
EEMV | ISHARES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
JBHT | HUNT J B TRANS SVCS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LIN | LINDE PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
PFG | PRINCIPAL FINANCIAL GR... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
RTX | RTX CORPORATION | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TGT | TARGET CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SO | SOUTHERN CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
DE | DEERE & CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NKE | NIKE INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FUTY | FIDELITY COVINGTON TRUST | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
VRSN | VERISIGN INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
CRANE HLDGS CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 | |
BP | BP PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
FMAT | FIDELITY COVINGTON TRUST | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
EXP | EAGLE MATLS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
KL | KIRKLAND LAKE GOLD LTD | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
CIEN | CIENA CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ABT | ABBOTT LABS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GE HEALTHCARE TECHNOLO... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 | |
MOS | MOSAIC CO NEW | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PCN | PIMCO CORPORATE & INCO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 2 |
MNMD | MIND MEDICINE MINDMED INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
EB | EVENTBRITE INC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q4 2019 | Q4 2019 | 1 |
WMT | WALMART INC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q3 2023 | Q3 2023 | 1 |
FCX | FREEPORT-MCMORAN INC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q2 2023 | Q2 2023 | 1 |
MU | MICRON TECHNOLOGY INC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2023 | Q2 2023 | 1 |
BVN | COMPANIA DE MINAS BUEN... | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2023 | Q2 2023 | 1 |
DIS | DISNEY WALT CO | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2023 | Q2 2023 | 1 |
EEM | ISHARES TR | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2023 | Q2 2023 | 1 |
NSC | NORFOLK SOUTHN CORP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
BAP | CREDICORP LTD | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q2 2023 | 1 |
PM | PHILIP MORRIS INTL INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
ADP | AUTOMATIC DATA PROCESS... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
BMY | BRISTOL-MYERS SQUIBB CO | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
AWK | AMERICAN WTR WKS CO IN... | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
MO | ALTRIA GROUP INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
MMM | 3M CO | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
CMCSA | COMCAST CORP NEW | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
BNKU | BANK OF MONTREAL | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
CINF | CINCINNATI FINL CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
SWKS | SKYWORKS SOLUTIONS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
OLED | UNIVERSAL DISPLAY CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
ENPH | ENPHASE ENERGY INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
VST | VISTRA CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
CRSP | CRISPR THERAPEUTICS AG | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
KENVUE INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 | |
PPLT | ABERDEEN STD PLATINUM ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
IWD | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
VGLT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SCHD | SCHWAB STRATEGIC TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SDOW | PROSHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
SCHV | SCHWAB STRATEGIC TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SMH | VANECK ETF TRUST | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
XLY | SELECT SECTOR SPDR TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
NRG | NRG ENERGY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
OTIS | OTIS WORLDWIDE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
MS | MORGAN STANLEY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NOBL | PROSHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
VGIT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AKAM | AKAMAI TECHNOLOGIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FHLC | FIDELITY COVINGTON TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CARR | CARRIER GLOBAL CORPORA... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
EXPD | EXPEDITORS INTL WASH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
GPN | GLOBAL PMTS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
TNL | TRAVEL PLUS LEISURE CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
PTY | PIMCO CORPORATE & INCO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
APD | AIR PRODS & CHEMS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KWEB | KRANESHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
STNE | STONECO LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ETJ | EATON VANCE RISK-MANAG... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TSP | TUSIMPLE HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NEM | NEWMONT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DUK | DUKE ENERGY CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
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The securities at the top of the list , including META PLATFORMS INC, ZOOM VIDEO COMMUNICATIONS IN, and APPLE INC, are the highest-conviction holdings of Belmont Capital, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Belmont Capital, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Belmont Capital, LLC owns currently or has owned in the past.