691 is the total number of securities Laidlaw Wealth Management LLC has owned. The longest Laidlaw Wealth Management LLC has owned a single stock is 16 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 16 | 16 | 5.72% | 7.08% | 9.14% | Q4 2019 | Q3 2023 | 16 |
ADBE | ADOBE SYSTEMS INCORPOR... | 16 | 16 | 0.78% | 2.20% | 4.73% | Q4 2019 | Q3 2023 | 16 |
SCHG | SCHWAB STRATEGIC TR | 16 | 16 | 1.42% | 2.00% | 2.76% | Q4 2019 | Q3 2023 | 16 |
AMZN | AMAZON COM INC | 16 | 16 | 1.12% | 1.84% | 3.16% | Q4 2019 | Q3 2023 | 16 |
SCHO | SCHWAB STRATEGIC TR | 16 | 16 | 0.20% | 1.27% | 2.76% | Q4 2019 | Q3 2023 | 16 |
GOOGL | ALPHABET INC | 16 | 16 | 0.77% | 1.12% | 1.53% | Q4 2019 | Q3 2023 | 16 |
NVDA | NVIDIA CORPORATION | 16 | 16 | 0.27% | 1.11% | 2.21% | Q4 2019 | Q3 2023 | 16 |
GOOG | ALPHABET INC | 16 | 16 | 0.75% | 1.06% | 1.50% | Q4 2019 | Q3 2023 | 16 |
XLK | SELECT SECTOR SPDR TR | 16 | 16 | 0.58% | 1.00% | 1.63% | Q4 2019 | Q3 2023 | 16 |
V | VISA INC | 16 | 16 | 0.73% | 0.97% | 1.33% | Q4 2019 | Q3 2023 | 16 |
JPM | JPMORGAN CHASE & CO | 16 | 16 | 0.64% | 0.92% | 1.31% | Q4 2019 | Q3 2023 | 16 |
VGT | VANGUARD WORLD FDS | 16 | 16 | 0.50% | 0.90% | 1.43% | Q4 2019 | Q3 2023 | 16 |
UNH | UNITEDHEALTH GROUP INC | 16 | 16 | 0.60% | 0.89% | 1.21% | Q4 2019 | Q3 2023 | 16 |
MDYG | SPDR SER TR | 16 | 16 | 0.48% | 0.81% | 1.26% | Q4 2019 | Q3 2023 | 16 |
SLYG | SPDR SER TR | 16 | 16 | 0.55% | 0.77% | 1.11% | Q4 2019 | Q3 2023 | 16 |
VZ | VERIZON COMMUNICATIONS... | 16 | 16 | 0.43% | 0.75% | 1.19% | Q4 2019 | Q3 2023 | 16 |
FB | META PLATFORMS INC | 16 | 16 | 0.34% | 0.75% | 1.15% | Q4 2019 | Q3 2023 | 16 |
NEE | NEXTERA ENERGY INC | 16 | 16 | 0.55% | 0.73% | 1.09% | Q4 2019 | Q3 2023 | 16 |
T | AT&T INC | 16 | 16 | 0.14% | 0.65% | 1.96% | Q4 2019 | Q3 2023 | 16 |
GLD | SPDR GOLD TRUST | 16 | 16 | 0.28% | 0.64% | 0.88% | Q4 2019 | Q3 2023 | 16 |
XLV | SELECT SECTOR SPDR TR | 16 | 16 | 0.28% | 0.63% | 1.16% | Q4 2019 | Q3 2023 | 16 |
VCSH | VANGUARD SCOTTSDALE FDS | 16 | 16 | 0.13% | 0.59% | 1.69% | Q4 2019 | Q3 2023 | 16 |
XLI | SELECT SECTOR SPDR TR | 16 | 16 | 0.22% | 0.58% | 1.10% | Q4 2019 | Q3 2023 | 16 |
XLF | SELECT SECTOR SPDR TR | 16 | 16 | 0.13% | 0.55% | 1.05% | Q4 2019 | Q3 2023 | 16 |
XLY | SELECT SECTOR SPDR TR | 16 | 16 | 0.16% | 0.53% | 1.02% | Q4 2019 | Q3 2023 | 16 |
CSCO | CISCO SYS INC | 16 | 16 | 0.33% | 0.52% | 0.75% | Q4 2019 | Q3 2023 | 16 |
MRK | MERCK & CO. INC | 16 | 16 | 0.28% | 0.49% | 0.79% | Q4 2019 | Q3 2023 | 16 |
BA | BOEING CO | 16 | 16 | 0.13% | 0.47% | 1.44% | Q4 2019 | Q3 2023 | 16 |
MCD | MCDONALDS CORP | 16 | 16 | 0.34% | 0.45% | 0.58% | Q4 2019 | Q3 2023 | 16 |
COST | COSTCO WHSL CORP NEW | 16 | 16 | 0.22% | 0.40% | 0.71% | Q4 2019 | Q3 2023 | 16 |
XOM | EXXON MOBIL CORP | 16 | 16 | 0.19% | 0.40% | 0.60% | Q4 2019 | Q3 2023 | 16 |
MA | MASTERCARD INCORPORATED | 16 | 16 | 0.27% | 0.40% | 0.57% | Q4 2019 | Q3 2023 | 16 |
GS | GOLDMAN SACHS GROUP INC | 16 | 16 | 0.17% | 0.38% | 0.65% | Q4 2019 | Q3 2023 | 16 |
CRM | SALESFORCE INC | 16 | 16 | 0.20% | 0.35% | 0.52% | Q4 2019 | Q3 2023 | 16 |
PYPL | PAYPAL HLDGS INC | 16 | 16 | 0.07% | 0.34% | 0.95% | Q4 2019 | Q3 2023 | 16 |
CMCSA | COMCAST CORP NEW | 16 | 16 | 0.11% | 0.33% | 0.76% | Q4 2019 | Q3 2023 | 16 |
VFH | VANGUARD WORLD FDS | 16 | 16 | 0.18% | 0.33% | 0.72% | Q4 2019 | Q3 2023 | 16 |
BAC | BK OF AMERICA CORP | 16 | 16 | 0.15% | 0.31% | 0.54% | Q4 2019 | Q3 2023 | 16 |
IEFA | ISHARES TR | 16 | 16 | 0.08% | 0.29% | 0.95% | Q4 2019 | Q3 2023 | 16 |
AMT | AMERICAN TOWER CORP NEW | 16 | 16 | 0.16% | 0.27% | 0.47% | Q4 2019 | Q3 2023 | 16 |
VIS | VANGUARD WORLD FDS | 16 | 16 | 0.10% | 0.27% | 0.53% | Q4 2019 | Q3 2023 | 16 |
AVGO | BROADCOM INC | 16 | 16 | 0.13% | 0.26% | 0.60% | Q4 2019 | Q3 2023 | 16 |
XLP | SELECT SECTOR SPDR TR | 16 | 16 | 0.16% | 0.25% | 0.37% | Q4 2019 | Q3 2023 | 16 |
VDC | VANGUARD WORLD FDS | 16 | 16 | 0.11% | 0.23% | 0.45% | Q4 2019 | Q3 2023 | 16 |
STZ | CONSTELLATION BRANDS INC | 16 | 16 | 0.11% | 0.16% | 0.25% | Q4 2019 | Q3 2023 | 16 |
XLRE | SELECT SECTOR SPDR TR | 16 | 16 | 0.08% | 0.14% | 0.27% | Q4 2019 | Q3 2023 | 16 |
CCI | CROWN CASTLE INTL CORP... | 16 | 16 | 0.06% | 0.13% | 0.18% | Q4 2019 | Q3 2023 | 16 |
BLK | BLACKROCK INC | 16 | 16 | 0.08% | 0.13% | 0.17% | Q4 2019 | Q3 2023 | 16 |
ITM | VANECK VECTORS ETF TR | 16 | 16 | 0.06% | 0.12% | 0.26% | Q4 2019 | Q3 2023 | 16 |
MO | ALTRIA GROUP INC | 16 | 16 | 0.07% | 0.12% | 0.30% | Q4 2019 | Q3 2023 | 16 |
ARCC | ARES CAPITAL CORP | 16 | 16 | 0.07% | 0.12% | 0.22% | Q4 2019 | Q3 2023 | 16 |
ISRG | INTUITIVE SURGICAL INC | 16 | 16 | 0.05% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
MSFT | MICROSOFT CORP | 10 | 5 | 2.32% | 3.10% | 4.14% | Q4 2019 | Q3 2023 | 15 |
MINT | PIMCO ETF TR | 15 | 15 | 0.12% | 1.17% | 2.69% | Q1 2020 | Q3 2023 | 15 |
BRKB | BERKSHIRE HATHAWAY INC... | 10 | 5 | 0.92% | 1.15% | 1.44% | Q4 2019 | Q3 2023 | 15 |
VRIG | INVESCO ACTIVELY MANAG... | 15 | 15 | 0.13% | 1.04% | 2.06% | Q1 2020 | Q3 2023 | 15 |
FTSD | FRANKLIN ETF TR | 15 | 15 | 0.14% | 0.89% | 1.84% | Q1 2020 | Q3 2023 | 15 |
SCHV | SCHWAB STRATEGIC TR | 15 | 15 | 0.11% | 0.82% | 2.60% | Q4 2019 | Q2 2023 | 15 |
SCHF | SCHWAB STRATEGIC TR | 15 | 15 | 0.24% | 0.67% | 1.41% | Q4 2019 | Q2 2023 | 15 |
BX | BLACKSTONE INC | 11 | 4 | 0.38% | 0.62% | 0.90% | Q4 2019 | Q3 2023 | 15 |
SLYV | SPDR SER TR | 15 | 15 | 0.37% | 0.61% | 1.08% | Q4 2019 | Q2 2023 | 15 |
ABBV | ABBVIE INC | 15 | 15 | 0.22% | 0.42% | 0.53% | Q1 2020 | Q3 2023 | 15 |
SCHE | SCHWAB STRATEGIC TR | 15 | 15 | 0.13% | 0.37% | 0.90% | Q4 2019 | Q2 2023 | 15 |
SRLN | SSGA ACTIVE ETF TR | 15 | 15 | 0.05% | 0.31% | 0.96% | Q4 2019 | Q2 2023 | 15 |
XLC | SELECT SECTOR SPDR TR | 14 | 1 | 0.06% | 0.29% | 0.52% | Q4 2019 | Q3 2023 | 15 |
IEMG | ISHARES INC | 15 | 15 | 0.06% | 0.19% | 0.62% | Q4 2019 | Q2 2023 | 15 |
NFLX | NETFLIX INC | 14 | 1 | 0.06% | 0.13% | 0.28% | Q4 2019 | Q3 2023 | 15 |
MDT | MEDTRONIC PLC | 15 | 15 | 0.04% | 0.11% | 0.23% | Q4 2019 | Q2 2023 | 15 |
ASPU | ASPEN GROUP INC | 14 | 14 | 0.00% | 1.37% | 4.12% | Q4 2019 | Q1 2023 | 14 |
JNJ | JOHNSON & JOHNSON | 9 | 5 | 0.56% | 0.83% | 1.06% | Q4 2019 | Q3 2023 | 14 |
TSLA | TESLA INC | 14 | 14 | 0.11% | 0.72% | 1.38% | Q2 2020 | Q3 2023 | 14 |
AMGN | AMGEN INC | 8 | 1 | 0.28% | 0.59% | 1.26% | Q4 2019 | Q3 2023 | 14 |
GSY | INVESCO ACTIVELY MANAG... | 14 | 14 | 0.04% | 0.53% | 1.94% | Q1 2020 | Q2 2023 | 14 |
TMO | THERMO FISHER SCIENTIF... | 9 | 5 | 0.32% | 0.52% | 0.82% | Q4 2019 | Q3 2023 | 14 |
VHT | VANGUARD WORLD FDS | 13 | 1 | 0.16% | 0.48% | 0.84% | Q4 2019 | Q3 2023 | 14 |
FLOT | ISHARES TR | 14 | 14 | 0.06% | 0.45% | 1.70% | Q1 2020 | Q2 2023 | 14 |
RYH | INVESCO EXCHANGE TRADE... | 10 | 4 | 0.30% | 0.43% | 0.71% | Q1 2020 | Q3 2023 | 14 |
MDYV | SPDR SER TR | 13 | 1 | 0.04% | 0.39% | 1.17% | Q4 2019 | Q2 2023 | 14 |
SLV | ISHARES SILVER TR | 14 | 14 | 0.13% | 0.30% | 0.61% | Q2 2020 | Q3 2023 | 14 |
KBWB | INVESCO EXCH TRADED FD... | 10 | 4 | 0.14% | 0.27% | 0.44% | Q1 2020 | Q3 2023 | 14 |
XLB | SELECT SECTOR SPDR TR | 13 | 1 | 0.08% | 0.27% | 0.55% | Q4 2019 | Q3 2023 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.13% | 0.23% | 0.38% | Q2 2020 | Q3 2023 | 14 |
LMT | LOCKHEED MARTIN CORP | 10 | 1 | 0.10% | 0.22% | 0.33% | Q4 2019 | Q3 2023 | 14 |
KO | COCA COLA CO | 9 | 5 | 0.11% | 0.21% | 0.39% | Q4 2019 | Q3 2023 | 14 |
RHS | INVESCO EXCHANGE TRADE... | 10 | 4 | 0.12% | 0.18% | 0.32% | Q1 2020 | Q3 2023 | 14 |
QTUM | ETF SER SOLUTIONS | 14 | 14 | 0.12% | 0.16% | 0.22% | Q2 2020 | Q3 2023 | 14 |
MMM | 3M CO | 9 | 1 | 0.04% | 0.13% | 0.32% | Q4 2019 | Q3 2023 | 14 |
UNP | UNION PACIFIC CORP | 8 | 5 | 0.16% | 3.10% | 5.21% | Q4 2019 | Q3 2023 | 13 |
HD | HOME DEPOT INC | 8 | 5 | 0.82% | 1.14% | 1.49% | Q4 2019 | Q3 2023 | 13 |
USMV | ISHARES TR | 13 | 13 | 0.53% | 1.02% | 1.39% | Q3 2020 | Q3 2023 | 13 |
PG | PROCTER & GAMBLE CO | 8 | 5 | 0.51% | 0.66% | 0.78% | Q4 2019 | Q3 2023 | 13 |
PEP | PEPSICO INC | 8 | 5 | 0.36% | 0.59% | 0.88% | Q4 2019 | Q3 2023 | 13 |
DIS | DISNEY WALT CO | 8 | 5 | 0.33% | 0.55% | 1.40% | Q4 2019 | Q3 2023 | 13 |
VUG | VANGUARD INDEX FDS | 8 | 5 | 0.23% | 0.54% | 0.67% | Q4 2019 | Q3 2023 | 13 |
XMLV | INVESCO EXCH TRADED FD... | 13 | 13 | 0.27% | 0.53% | 0.72% | Q3 2020 | Q3 2023 | 13 |
XLE | SELECT SECTOR SPDR TR | 12 | 1 | 0.07% | 0.53% | 0.91% | Q4 2019 | Q3 2023 | 13 |
HON | HONEYWELL INTL INC | 8 | 5 | 0.27% | 0.51% | 1.01% | Q4 2019 | Q3 2023 | 13 |
ACWV | ISHARES INC | 13 | 13 | 0.22% | 0.48% | 0.68% | Q3 2020 | Q3 2023 | 13 |
XSLV | INVESCO EXCH TRADED FD... | 13 | 13 | 0.25% | 0.48% | 0.64% | Q3 2020 | Q3 2023 | 13 |
IBM | INTERNATIONAL BUSINESS... | 8 | 5 | 0.20% | 0.47% | 1.07% | Q4 2019 | Q3 2023 | 13 |
CVX | CHEVRON CORP NEW | 8 | 5 | 0.20% | 0.46% | 0.73% | Q4 2019 | Q3 2023 | 13 |
SBUX | STARBUCKS CORP | 8 | 5 | 0.25% | 0.46% | 0.77% | Q4 2019 | Q3 2023 | 13 |
BDX | BECTON DICKINSON & CO | 7 | 1 | 0.09% | 0.44% | 1.24% | Q4 2019 | Q2 2023 | 13 |
VTV | VANGUARD INDEX FDS | 8 | 5 | 0.24% | 0.40% | 0.82% | Q4 2019 | Q3 2023 | 13 |
EEMV | ISHARES INC | 13 | 13 | 0.20% | 0.38% | 0.53% | Q3 2020 | Q3 2023 | 13 |
TIP | ISHARES TR | 8 | 5 | 0.11% | 0.38% | 1.14% | Q4 2019 | Q3 2023 | 13 |
NKE | NIKE INC | 8 | 5 | 0.25% | 0.37% | 0.66% | Q4 2019 | Q3 2023 | 13 |
BMY | BRISTOL-MYERS SQUIBB CO | 8 | 5 | 0.13% | 0.33% | 0.88% | Q4 2019 | Q3 2023 | 13 |
IVV | ISHARES TR | 8 | 5 | 0.11% | 0.31% | 1.00% | Q4 2019 | Q3 2023 | 13 |
PFE | PFIZER INC | 8 | 5 | 0.14% | 0.31% | 0.47% | Q4 2019 | Q3 2023 | 13 |
INTC | INTEL CORP | 8 | 5 | 0.10% | 0.30% | 0.74% | Q4 2019 | Q3 2023 | 13 |
CVS | CVS HEALTH CORP | 8 | 5 | 0.09% | 0.27% | 0.81% | Q4 2019 | Q3 2023 | 13 |
VCR | VANGUARD WORLD FDS | 13 | 13 | 0.07% | 0.25% | 0.51% | Q3 2020 | Q3 2023 | 13 |
WMT | WALMART INC | 8 | 5 | 0.18% | 0.23% | 0.40% | Q4 2019 | Q3 2023 | 13 |
FIVG | ETF SER SOLUTIONS | 13 | 13 | 0.12% | 0.20% | 0.31% | Q3 2020 | Q3 2023 | 13 |
IBB | ISHARES TR | 8 | 5 | 0.07% | 0.20% | 0.44% | Q4 2019 | Q3 2023 | 13 |
PM | PHILIP MORRIS INTL INC | 8 | 5 | 0.12% | 0.19% | 0.33% | Q4 2019 | Q3 2023 | 13 |
VIG | VANGUARD SPECIALIZED F... | 8 | 5 | 0.12% | 0.17% | 0.33% | Q4 2019 | Q3 2023 | 13 |
XLU | SELECT SECTOR SPDR TR | 12 | 1 | 0.04% | 0.15% | 0.23% | Q4 2019 | Q3 2023 | 13 |
SYK | STRYKER CORPORATION | 8 | 5 | 0.07% | 0.13% | 0.27% | Q4 2019 | Q3 2023 | 13 |
TXN | TEXAS INSTRS INC | 8 | 5 | 0.08% | 0.12% | 0.22% | Q4 2019 | Q3 2023 | 13 |
VAW | VANGUARD WORLD FDS | 13 | 13 | 0.07% | 0.11% | 0.16% | Q3 2020 | Q3 2023 | 13 |
HUM | HUMANA INC | 8 | 5 | 0.05% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 13 |
NJR | NEW JERSEY RES CORP | 8 | 5 | 0.05% | 0.10% | 0.21% | Q4 2019 | Q3 2023 | 13 |
AEP | AMERICAN ELEC PWR CO INC | 7 | 1 | 0.04% | 0.09% | 0.18% | Q4 2019 | Q2 2023 | 13 |
ADP | AUTOMATIC DATA PROCESS... | 8 | 1 | 0.05% | 0.09% | 0.17% | Q4 2019 | Q3 2023 | 13 |
RSP | INVESCO EXCHANGE TRADE... | 12 | 12 | 0.10% | 0.70% | 1.82% | Q4 2020 | Q3 2023 | 12 |
BSV | VANGUARD BD INDEX FDS | 7 | 5 | 0.26% | 0.64% | 1.20% | Q4 2019 | Q2 2023 | 12 |
SCHX | SCHWAB STRATEGIC TR | 7 | 5 | 0.40% | 0.62% | 0.82% | Q4 2019 | Q2 2023 | 12 |
ED | CONSOLIDATED EDISON INC | 5 | 3 | 0.29% | 0.56% | 1.22% | Q4 2019 | Q3 2023 | 12 |
SCHZ | SCHWAB STRATEGIC TR | 7 | 5 | 0.08% | 0.53% | 0.94% | Q4 2019 | Q2 2023 | 12 |
BIV | VANGUARD BD INDEX FDS | 7 | 5 | 0.14% | 0.37% | 0.80% | Q4 2019 | Q2 2023 | 12 |
IXP | ISHARES TR | 8 | 4 | 0.19% | 0.36% | 0.75% | Q1 2020 | Q3 2023 | 12 |
MBB | ISHARES TR | 7 | 5 | 0.06% | 0.33% | 1.06% | Q4 2019 | Q2 2023 | 12 |
IXUS | ISHARES TR | 12 | 12 | 0.21% | 0.33% | 0.52% | Q4 2020 | Q3 2023 | 12 |
RXI | ISHARES TR | 8 | 4 | 0.12% | 0.24% | 0.46% | Q1 2020 | Q3 2023 | 12 |
VOX | VANGUARD WORLD FDS | 8 | 4 | 0.10% | 0.24% | 0.42% | Q3 2020 | Q3 2023 | 12 |
PANW | PALO ALTO NETWORKS INC | 12 | 12 | 0.11% | 0.23% | 0.56% | Q4 2020 | Q3 2023 | 12 |
EMR | EMERSON ELEC CO | 7 | 5 | 0.05% | 0.20% | 0.66% | Q4 2019 | Q2 2023 | 12 |
LQD | ISHARES TR | 7 | 5 | 0.07% | 0.20% | 0.46% | Q4 2019 | Q2 2023 | 12 |
DUK | DUKE ENERGY CORP NEW | 12 | 12 | 0.11% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 12 |
VEU | VANGUARD INTL EQUITY I... | 8 | 1 | 0.05% | 0.09% | 0.23% | Q4 2019 | Q3 2023 | 12 |
AXP | AMERICAN EXPRESS CO | 10 | 1 | 0.05% | 0.09% | 0.19% | Q4 2019 | Q3 2023 | 12 |
F | FORD MTR CO DEL | 6 | 1 | 0.03% | 0.08% | 0.22% | Q4 2019 | Q1 2023 | 12 |
SDY | SPDR SER TR | 12 | 12 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
CRWD | CROWDSTRIKE HLDGS INC | 12 | 12 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
FCX | FREEPORT-MCMORAN INC | 12 | 12 | 0.04% | 0.08% | 0.15% | Q4 2020 | Q3 2023 | 12 |
REGN | REGENERON PHARMACEUTICALS | 10 | 2 | 0.04% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 12 |
PII | POLARIS INC | 8 | 1 | 0.04% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 12 |
VTI | VANGUARD INDEX FDS | 8 | 3 | 0.07% | 1.41% | 2.10% | Q2 2020 | Q3 2023 | 11 |
VOO | VANGUARD INDEX FDS | 8 | 3 | 0.14% | 0.76% | 1.09% | Q2 2020 | Q3 2023 | 11 |
QQQ | INVESCO QQQ TR | 8 | 1 | 0.23% | 0.63% | 0.84% | Q4 2019 | Q3 2023 | 11 |
SPY | SPDR S&P 500 ETF TR | 9 | 1 | 0.17% | 0.57% | 0.85% | Q4 2019 | Q3 2023 | 11 |
GBIL | GOLDMAN SACHS ETF TR | 8 | 3 | 0.31% | 0.48% | 0.92% | Q2 2020 | Q3 2023 | 11 |
ACN | ACCENTURE PLC IRELAND | 11 | 11 | 0.30% | 0.38% | 0.51% | Q4 2020 | Q2 2023 | 11 |
VBK | VANGUARD INDEX FDS | 7 | 1 | 0.11% | 0.33% | 0.63% | Q4 2019 | Q2 2023 | 11 |
NOBL | PROSHARES TR | 11 | 11 | 0.25% | 0.33% | 0.41% | Q4 2020 | Q2 2023 | 11 |
PEJ | INVESCO EXCHANGE TRADE... | 11 | 11 | 0.07% | 0.27% | 0.48% | Q4 2020 | Q2 2023 | 11 |
BTT | BLACKROCK MUN TARGET T... | 11 | 11 | 0.05% | 0.23% | 0.46% | Q4 2020 | Q2 2023 | 11 |
PLTR | PALANTIR TECHNOLOGIES INC | 11 | 11 | 0.11% | 0.22% | 0.50% | Q1 2021 | Q3 2023 | 11 |
TGT | TARGET CORP | 11 | 11 | 0.11% | 0.22% | 0.40% | Q4 2020 | Q2 2023 | 11 |
ICE | INTERCONTINENTAL EXCHA... | 11 | 11 | 0.10% | 0.19% | 0.32% | Q4 2020 | Q2 2023 | 11 |
DOW | DOW INC | 8 | 1 | 0.09% | 0.17% | 0.23% | Q4 2019 | Q3 2023 | 11 |
EXI | ISHARES TR | 4 | 3 | 0.12% | 0.17% | 0.30% | Q1 2020 | Q3 2023 | 11 |
URI | UNITED RENTALS INC | 4 | 1 | 0.10% | 0.16% | 0.32% | Q4 2019 | Q3 2023 | 11 |
QQQE | DIREXION SHS ETF TR | 11 | 11 | 0.12% | 0.15% | 0.24% | Q4 2020 | Q2 2023 | 11 |
IEI | ISHARES TR | 6 | 5 | 0.04% | 0.14% | 0.32% | Q4 2019 | Q1 2023 | 11 |
IYC | ISHARES TR | 8 | 3 | 0.07% | 0.13% | 0.24% | Q2 2020 | Q3 2023 | 11 |
UBER | UBER TECHNOLOGIES INC | 11 | 11 | 0.05% | 0.13% | 0.19% | Q4 2019 | Q2 2022 | 11 |
SHOP | SHOPIFY INC | 8 | 3 | 0.04% | 0.12% | 0.22% | Q2 2020 | Q3 2023 | 11 |
ETN | EATON CORP PLC | 11 | 11 | 0.09% | 0.12% | 0.22% | Q1 2021 | Q3 2023 | 11 |
QUAL | ISHARES TR | 11 | 11 | 0.08% | 0.11% | 0.17% | Q4 2020 | Q2 2023 | 11 |
CATH | GLOBAL X FDS | 11 | 11 | 0.09% | 0.10% | 0.14% | Q4 2020 | Q2 2023 | 11 |
DIA | SPDR DOW JONES INDL AV... | 10 | 1 | 0.05% | 0.10% | 0.15% | Q2 2020 | Q1 2023 | 11 |
BNDX | VANGUARD CHARLOTTE FDS | 11 | 11 | 0.04% | 0.08% | 0.16% | Q4 2020 | Q2 2023 | 11 |
IUSB | ISHARES TR | 11 | 11 | 0.04% | 0.08% | 0.16% | Q4 2020 | Q2 2023 | 11 |
FXO | FIRST TR EXCHANGE TRAD... | 11 | 11 | 0.04% | 0.07% | 0.11% | Q4 2020 | Q2 2023 | 11 |
KBE | SPDR SER TR | 7 | 4 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 11 |
IBDO | ISHARES TR | 8 | 1 | 0.04% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 11 |
IBDP | ISHARES TR | 8 | 1 | 0.04% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 11 |
KIE | SPDR SER TR | 11 | 11 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q2 2023 | 11 |
FXR | FIRST TR EXCHANGE TRAD... | 7 | 4 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 11 |
RQI | COHEN & STEERS QUALITY... | 11 | 11 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 11 |
DIVO | AMPLIFY ETF TR | 8 | 1 | 0.29% | 1.23% | 1.66% | Q4 2020 | Q3 2023 | 10 |
IAU | ISHARES GOLD TR | 10 | 10 | 0.64% | 0.84% | 1.08% | Q2 2021 | Q3 2023 | 10 |
IYW | ISHARES TR | 8 | 2 | 0.11% | 0.47% | 0.83% | Q3 2020 | Q3 2023 | 10 |
BND | VANGUARD BD INDEX FDS | 8 | 2 | 0.12% | 0.47% | 0.63% | Q3 2020 | Q3 2023 | 10 |
VNQ | VANGUARD INDEX FDS | 8 | 1 | 0.09% | 0.31% | 0.60% | Q4 2019 | Q3 2023 | 10 |
LMBS | FIRST TR EXCHANGE-TRAD... | 6 | 4 | 0.07% | 0.31% | 0.59% | Q4 2020 | Q3 2023 | 10 |
BABA | ALIBABA GROUP HLDG LTD | 10 | 10 | 0.03% | 0.28% | 0.51% | Q4 2019 | Q1 2022 | 10 |
SLQD | ISHARES TR | 10 | 10 | 0.11% | 0.27% | 0.40% | Q1 2021 | Q2 2023 | 10 |
ABNB | AIRBNB INC | 10 | 10 | 0.11% | 0.17% | 0.29% | Q2 2021 | Q3 2023 | 10 |
IFRA | ISHARES TR | 10 | 10 | 0.12% | 0.17% | 0.24% | Q1 2021 | Q2 2023 | 10 |
SCHP | SCHWAB STRATEGIC TR | 8 | 2 | 0.09% | 0.17% | 0.25% | Q3 2020 | Q3 2023 | 10 |
BLOK | AMPLIFY ETF TR | 8 | 1 | 0.10% | 0.14% | 0.21% | Q4 2020 | Q3 2023 | 10 |
AMLP | ALPS ETF TR | 7 | 3 | 0.05% | 0.13% | 0.23% | Q4 2020 | Q2 2023 | 10 |
PAVE | GLOBAL X FDS | 10 | 10 | 0.11% | 0.13% | 0.18% | Q2 2021 | Q3 2023 | 10 |
QCOM | QUALCOMM INC | 8 | 2 | 0.07% | 0.11% | 0.17% | Q3 2020 | Q3 2023 | 10 |
IDRV | ISHARES TR | 6 | 4 | 0.04% | 0.11% | 0.24% | Q1 2021 | Q3 2023 | 10 |
PTMC | PACER FDS TR | 10 | 10 | 0.06% | 0.11% | 0.23% | Q1 2021 | Q2 2023 | 10 |
IWM | ISHARES TR | 8 | 2 | 0.07% | 0.10% | 0.12% | Q3 2020 | Q3 2023 | 10 |
AMD | ADVANCED MICRO DEVICES... | 8 | 1 | 0.06% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 10 |
MRNA | MODERNA INC | 10 | 10 | 0.05% | 0.09% | 0.22% | Q4 2020 | Q1 2023 | 10 |
JHMU | JOHN HANCOCK EXCHANGE ... | 10 | 10 | 0.05% | 0.09% | 0.17% | Q1 2020 | Q2 2022 | 10 |
ORCL | ORACLE CORP | 6 | 4 | 0.04% | 0.08% | 0.27% | Q4 2020 | Q3 2023 | 10 |
COP | CONOCOPHILLIPS | 7 | 3 | 0.04% | 0.08% | 0.15% | Q4 2020 | Q3 2023 | 10 |
GILD | GILEAD SCIENCES INC | 8 | 1 | 0.04% | 0.07% | 0.17% | Q1 2020 | Q3 2023 | 10 |
MDLZ | MONDELEZ INTL INC | 9 | 1 | 0.05% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 10 |
PLD | PROLOGIS INC. | 10 | 10 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
ESGU | ISHARES TR | 10 | 10 | 0.05% | 0.06% | 0.10% | Q1 2021 | Q2 2023 | 10 |
ETV | EATON VANCE TAX-MANAGE... | 10 | 10 | 0.04% | 0.04% | 0.06% | Q1 2021 | Q2 2023 | 10 |
VYM | VANGUARD WHITEHALL FDS | 8 | 1 | 0.14% | 0.53% | 0.72% | Q4 2020 | Q3 2023 | 9 |
RYT | INVESCO EXCHANGE TRADE... | 5 | 4 | 0.04% | 0.38% | 1.07% | Q2 2021 | Q3 2023 | 9 |
DHR | DANAHER CORPORATION | 8 | 1 | 0.23% | 0.34% | 0.53% | Q4 2020 | Q2 2023 | 9 |
SCHA | SCHWAB STRATEGIC TR | 8 | 1 | 0.22% | 0.24% | 0.27% | Q4 2020 | Q3 2023 | 9 |
UPS | UNITED PARCEL SERVICE INC | 8 | 1 | 0.06% | 0.18% | 0.27% | Q4 2020 | Q3 2023 | 9 |
CWB | SPDR SER TR | 9 | 9 | 0.11% | 0.18% | 0.31% | Q2 2021 | Q2 2023 | 9 |
JETS | ETF SER SOLUTIONS | 9 | 9 | 0.05% | 0.15% | 0.33% | Q1 2021 | Q1 2023 | 9 |
PFFD | GLOBAL X FDS | 9 | 9 | 0.07% | 0.15% | 0.23% | Q2 2021 | Q2 2023 | 9 |
SHM | SPDR SER TR | 8 | 1 | 0.03% | 0.15% | 0.27% | Q4 2019 | Q1 2022 | 9 |
IYH | ISHARES TR | 8 | 1 | 0.08% | 0.14% | 0.34% | Q4 2019 | Q3 2023 | 9 |
EFA | ISHARES TR | 3 | 1 | 0.09% | 0.14% | 0.20% | Q2 2020 | Q3 2023 | 9 |
IJR | ISHARES TR | 8 | 1 | 0.06% | 0.13% | 0.31% | Q4 2020 | Q3 2023 | 9 |
SPMD | SPDR SER TR | 9 | 9 | 0.08% | 0.11% | 0.14% | Q2 2021 | Q2 2023 | 9 |
SPYV | SPDR SER TR | 9 | 9 | 0.06% | 0.10% | 0.12% | Q2 2021 | Q2 2023 | 9 |
AMAT | APPLIED MATLS INC | 7 | 1 | 0.06% | 0.09% | 0.17% | Q4 2020 | Q2 2023 | 9 |
STX | SEAGATE TECHNOLOGY HLD... | 9 | 9 | 0.05% | 0.09% | 0.17% | Q2 2021 | Q2 2023 | 9 |
SCHH | SCHWAB STRATEGIC TR | 8 | 1 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 9 |
C | CITIGROUP INC | 7 | 1 | 0.05% | 0.07% | 0.19% | Q4 2019 | Q2 2023 | 9 |
IWD | ISHARES TR | 7 | 1 | 0.05% | 0.06% | 0.13% | Q4 2019 | Q2 2023 | 9 |
MARA | MARATHON DIGITAL HOLDI... | 5 | 2 | 0.01% | 0.06% | 0.21% | Q1 2021 | Q3 2023 | 9 |
MDY | SPDR S&P MIDCAP 400 ET... | 7 | 2 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q1 2023 | 9 |
REMX | VANECK VECTORS ETF TR | 9 | 9 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q2 2023 | 9 |
LOW | LOWES COS INC | 8 | 1 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 9 |
NVS | NOVARTIS AG | 7 | 2 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q1 2023 | 9 |
SHV | ISHARES TR | 8 | 8 | 0.05% | 0.86% | 1.69% | Q4 2021 | Q3 2023 | 8 |
MYJ | BLACKROCK MUNIYIELD N ... | 8 | 8 | 0.18% | 0.56% | 1.15% | Q4 2019 | Q3 2021 | 8 |
MUJ | BLACKROCK MUNIHLDGS NJ... | 8 | 8 | 0.18% | 0.55% | 1.14% | Q4 2019 | Q3 2021 | 8 |
TIPZ | PIMCO ETF TR | 8 | 8 | 0.05% | 0.51% | 0.92% | Q3 2020 | Q2 2022 | 8 |
HQH | TEKLA HEALTHCARE INVS | 8 | 8 | 0.21% | 0.50% | 0.84% | Q4 2019 | Q3 2021 | 8 |
VO | VANGUARD INDEX FDS | 7 | 1 | 0.21% | 0.40% | 0.53% | Q4 2020 | Q2 2023 | 8 |
SCHD | SCHWAB STRATEGIC TR | 7 | 1 | 0.35% | 0.40% | 0.44% | Q4 2020 | Q2 2023 | 8 |
FTSL | FIRST TR EXCHANGE-TRAD... | 8 | 8 | 0.20% | 0.31% | 0.56% | Q3 2021 | Q2 2023 | 8 |
VOD | VODAFONE GROUP PLC NEW | 8 | 8 | 0.15% | 0.26% | 0.50% | Q4 2019 | Q3 2021 | 8 |
SCHB | SCHWAB STRATEGIC TR | 7 | 1 | 0.20% | 0.25% | 0.26% | Q4 2020 | Q2 2023 | 8 |
DPG | DUFF & PHELPS UTLITY A... | 8 | 8 | 0.04% | 0.22% | 0.37% | Q4 2019 | Q3 2021 | 8 |
ITOT | ISHARES TR | 7 | 1 | 0.17% | 0.22% | 0.26% | Q4 2020 | Q2 2023 | 8 |
DVY | ISHARES TR | 7 | 1 | 0.10% | 0.22% | 0.28% | Q4 2020 | Q2 2023 | 8 |
SCHM | SCHWAB STRATEGIC TR | 7 | 1 | 0.17% | 0.21% | 0.32% | Q4 2020 | Q2 2023 | 8 |
LLY | LILLY ELI & CO | 8 | 8 | 0.05% | 0.21% | 0.44% | Q4 2021 | Q3 2023 | 8 |
GII | SPDR INDEX SHS FDS | 8 | 8 | 0.05% | 0.20% | 0.30% | Q3 2021 | Q2 2023 | 8 |
IYR | ISHARES TR | 7 | 1 | 0.15% | 0.17% | 0.20% | Q4 2020 | Q2 2023 | 8 |
HYLB | DBX ETF TR | 7 | 1 | 0.13% | 0.17% | 0.19% | Q4 2020 | Q2 2023 | 8 |
NOW | SERVICENOW INC | 8 | 8 | 0.11% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 8 |
MPC | MARATHON PETE CORP | 8 | 8 | 0.05% | 0.16% | 0.26% | Q4 2021 | Q3 2023 | 8 |
ARKG | ARK ETF TR | 8 | 8 | 0.09% | 0.15% | 0.26% | Q4 2020 | Q3 2022 | 8 |
NUE | NUCOR CORP | 8 | 8 | 0.08% | 0.15% | 0.32% | Q4 2021 | Q3 2023 | 8 |
SO | SOUTHERN CO | 7 | 1 | 0.06% | 0.14% | 0.22% | Q4 2020 | Q2 2023 | 8 |
HACK | ETF MANAGERS TR | 8 | 8 | 0.06% | 0.14% | 0.18% | Q4 2020 | Q3 2022 | 8 |
GSBD | GOLDMAN SACHS BDC INC | 8 | 8 | 0.07% | 0.13% | 0.24% | Q4 2019 | Q3 2021 | 8 |
ESPO | VANECK VECTORS ETF TR | 8 | 8 | 0.06% | 0.13% | 0.18% | Q4 2020 | Q3 2022 | 8 |
MS | MORGAN STANLEY | 8 | 8 | 0.07% | 0.13% | 0.25% | Q4 2021 | Q3 2023 | 8 |
FINX | GLOBAL X FDS | 8 | 8 | 0.06% | 0.12% | 0.18% | Q4 2020 | Q3 2022 | 8 |
CAT | CATERPILLAR INC | 7 | 1 | 0.06% | 0.10% | 0.26% | Q4 2020 | Q2 2023 | 8 |
ECL | ECOLAB INC | 7 | 1 | 0.08% | 0.10% | 0.18% | Q4 2020 | Q2 2023 | 8 |
IYF | ISHARES TR | 8 | 8 | 0.06% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 8 |
CSQ | CALAMOS STRATEGIC TOTL... | 7 | 1 | 0.04% | 0.10% | 0.24% | Q4 2020 | Q2 2023 | 8 |
ZTS | ZOETIS INC | 7 | 1 | 0.04% | 0.10% | 0.13% | Q4 2019 | Q4 2021 | 8 |
MU | MICRON TECHNOLOGY INC | 7 | 1 | 0.06% | 0.10% | 0.13% | Q4 2020 | Q2 2023 | 8 |
VOT | VANGUARD INDEX FDS | 7 | 1 | 0.08% | 0.09% | 0.12% | Q4 2020 | Q2 2023 | 8 |
GAB | GABELLI EQUITY TR INC | 7 | 1 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q2 2023 | 8 |
IBDN | ISHARES TR | 8 | 8 | 0.06% | 0.09% | 0.16% | Q3 2020 | Q2 2022 | 8 |
ANTM | ELEVANCE HEALTH INC | 8 | 8 | 0.04% | 0.07% | 0.15% | Q4 2021 | Q3 2023 | 8 |
PWR | QUANTA SVCS INC | 4 | 4 | 0.04% | 0.07% | 0.15% | Q3 2021 | Q3 2023 | 8 |
IXC | ISHARES TR | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
SCHC | SCHWAB STRATEGIC TR | 4 | 1 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 8 |
ATVI | ACTIVISION BLIZZARD INC | 4 | 4 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q2 2023 | 8 |
VXUS | VANGUARD STAR FDS | 7 | 1 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q2 2023 | 8 |
CMG | CHIPOTLE MEXICAN GRILL... | 8 | 8 | 0.04% | 0.07% | 0.16% | Q4 2021 | Q3 2023 | 8 |
SCHK | SCHWAB STRATEGIC TR | 7 | 1 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q2 2023 | 8 |
LCTX | LINEAGE CELL THERAPEUT... | 8 | 8 | 0.02% | 0.06% | 0.09% | Q4 2019 | Q3 2021 | 8 |
CHY | CALAMOS CONV & HIGH IN... | 8 | 8 | 0.04% | 0.06% | 0.12% | Q4 2020 | Q3 2022 | 8 |
ADI | ANALOG DEVICES INC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
PEG | PUBLIC SVC ENTERPRISE ... | 7 | 1 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2023 | 8 |
CEM | CLEARBRIDGE MLP AND MI... | 3 | 2 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q2 2023 | 8 |
VALE | VALE S A | 5 | 3 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 8 |
IVR | INVESCO MORTGAGE CAPIT... | 8 | 8 | 0.01% | 0.04% | 0.14% | Q4 2019 | Q3 2021 | 8 |
USA | LIBERTY ALL STAR EQUIT... | 7 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 8 |
SILV | SILVERCREST METALS INC | 7 | 1 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 8 |
JPS | NUVEEN PFD & INCOME SE... | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
BNGO | BIONANO GENOMICS INC | 5 | 3 | 0.00% | 0.02% | 0.09% | Q2 2021 | Q2 2023 | 8 |
FSM | FORTUNA SILVER MINES INC | 7 | 1 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q2 2023 | 8 |
VV | VANGUARD INDEX FDS | 4 | 3 | 0.79% | 0.96% | 1.47% | Q4 2021 | Q3 2023 | 7 |
IVOL | KRANESHARES TR | 7 | 7 | 0.42% | 0.68% | 1.01% | Q1 2022 | Q3 2023 | 7 |
QLTA | ISHARES TR | 7 | 7 | 0.09% | 0.57% | 1.45% | Q1 2020 | Q3 2021 | 7 |
FRA | BLACKROCK FLOATING RAT... | 7 | 7 | 0.08% | 0.32% | 0.61% | Q1 2020 | Q3 2021 | 7 |
DE | DEERE & CO | 7 | 7 | 0.11% | 0.19% | 0.23% | Q1 2022 | Q3 2023 | 7 |
ZM | ZOOM VIDEO COMMUNICATI... | 7 | 7 | 0.04% | 0.18% | 0.32% | Q4 2020 | Q2 2022 | 7 |
FNDX | SCHWAB STRATEGIC TR | 7 | 7 | 0.14% | 0.17% | 0.19% | Q4 2021 | Q2 2023 | 7 |
ARKK | ARK ETF TR | 7 | 7 | 0.07% | 0.15% | 0.26% | Q2 2020 | Q4 2021 | 7 |
GIS | GENERAL MLS INC | 7 | 7 | 0.05% | 0.15% | 0.26% | Q4 2021 | Q2 2023 | 7 |
FDN | FIRST TR NASDAQ-100 TE... | 7 | 7 | 0.07% | 0.14% | 0.21% | Q4 2019 | Q2 2021 | 7 |
IAGG | ISHARES TR | 6 | 1 | 0.04% | 0.14% | 0.20% | Q4 2019 | Q1 2022 | 7 |
LIN | LINDE PLC | 7 | 7 | 0.07% | 0.11% | 0.17% | Q3 2021 | Q1 2023 | 7 |
GENERAL ELECTRIC CO | 4 | 3 | 0.06% | 0.11% | 0.20% | Q4 2021 | Q3 2023 | 7 | |
SHELL PLC | 7 | 7 | 0.08% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 | |
IYK | ISHARES TR | 4 | 3 | 0.04% | 0.09% | 0.15% | Q4 2021 | Q3 2023 | 7 |
VBR | VANGUARD INDEX FDS | 5 | 1 | 0.06% | 0.08% | 0.18% | Q4 2019 | Q4 2022 | 7 |
EOG | EOG RES INC | 4 | 3 | 0.03% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 7 |
LBRDA | LIBERTY BROADBAND CORP | 4 | 1 | 0.04% | 0.07% | 0.12% | Q4 2020 | Q2 2023 | 7 |
PSX | PHILLIPS 66 | 7 | 7 | 0.04% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
PXD | PIONEER NAT RES CO | 7 | 7 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
ABT | ABBOTT LABS | 4 | 1 | 0.05% | 0.06% | 0.09% | Q3 2020 | Q2 2023 | 7 |
WM | WASTE MGMT INC DEL | 4 | 3 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q2 2023 | 7 |
DSU | BLACKROCK DEBT STRATEG... | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 7 |
UP | WHEELS UP EXPERIENCE INC | 7 | 7 | 0.01% | 0.04% | 0.12% | Q3 2021 | Q1 2023 | 7 |
VGSH | VANGUARD SCOTTSDALE FDS | 6 | 6 | 0.78% | 1.13% | 1.67% | Q2 2022 | Q3 2023 | 6 |
IAU | ISHARES GOLD TRUST | 6 | 6 | 0.68% | 0.99% | 1.23% | Q4 2019 | Q1 2021 | 6 |
CMBS | ISHARES TR | 6 | 6 | 0.28% | 0.39% | 0.57% | Q2 2022 | Q3 2023 | 6 |
FLRN | SPDR SER TR | 5 | 1 | 0.04% | 0.30% | 0.54% | Q4 2020 | Q2 2022 | 6 |
BIL | SPDR SER TR | 6 | 6 | 0.09% | 0.25% | 0.46% | Q2 2022 | Q3 2023 | 6 |
VEA | VANGUARD TAX-MANAGED I... | 3 | 1 | 0.13% | 0.21% | 0.29% | Q4 2020 | Q1 2023 | 6 |
OPER | ETF SER SOLUTIONS | 6 | 6 | 0.06% | 0.17% | 0.44% | Q1 2020 | Q2 2021 | 6 |
RCL | ROYAL CARIBBEAN GROUP | 4 | 1 | 0.04% | 0.15% | 0.26% | Q4 2020 | Q3 2023 | 6 |
CIBR | FIRST TR EXCHANGE TRAD... | 4 | 2 | 0.04% | 0.14% | 0.25% | Q4 2021 | Q3 2023 | 6 |
VTEB | VANGUARD MUN BD FDS | 4 | 1 | 0.04% | 0.12% | 0.24% | Q4 2019 | Q3 2022 | 6 |
HAIL | SPDR SER TR | 6 | 6 | 0.09% | 0.12% | 0.14% | Q2 2021 | Q3 2022 | 6 |
SE | SEA LTD | 4 | 2 | 0.04% | 0.11% | 0.17% | Q3 2020 | Q1 2022 | 6 |
AFL | AFLAC INC | 6 | 6 | 0.05% | 0.10% | 0.14% | Q1 2022 | Q2 2023 | 6 |
RDVY | FIRST TR EXCHANGE-TRAD... | 6 | 6 | 0.05% | 0.10% | 0.15% | Q1 2022 | Q2 2023 | 6 |
TWLO | TWILIO INC | 6 | 6 | 0.04% | 0.10% | 0.16% | Q4 2020 | Q1 2022 | 6 |
HYG | ISHARES TR | 5 | 1 | 0.04% | 0.09% | 0.13% | Q4 2019 | Q3 2021 | 6 |
FPF | FIRST TR INTER DUR PFD... | 6 | 6 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q3 2021 | 6 |
COWZ | PACER FDS TR | 6 | 6 | 0.04% | 0.07% | 0.13% | Q1 2022 | Q2 2023 | 6 |
JCI | JOHNSON CTLS INTL PLC | 6 | 6 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q1 2022 | 6 |
KWEB | KRANESHARES TR | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
IVE | ISHARES TR | 6 | 6 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q2 2023 | 6 |
VDE | VANGUARD WORLD FDS | 4 | 1 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q2 2023 | 6 |
VRTX | VERTEX PHARMACEUTICALS... | 6 | 6 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q2 2023 | 6 |
DLTR | DOLLAR TREE INC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q2 2023 | 6 |
PNC | PNC FINL SVCS GROUP INC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 6 |
DD | DUPONT DE NEMOURS INC | 6 | 6 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q1 2022 | 6 |
KKR | KKR & CO INC | 4 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q2 2023 | 6 |
CTVA | CORTEVA INC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 6 |
SRNE | SORRENTO THERAPEUTICS INC | 6 | 6 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q4 2021 | 6 |
GERN | GERON CORP | 5 | 1 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q4 2021 | 6 |
FREY | FREYR BATTERY | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
CLM | CORNERSTONE STRATEGIC ... | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 6 |
ORGANIGRAM HLDGS INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 | |
VIZSLA SILVER CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 | |
OGIG | OSI ETF TR | 5 | 5 | 0.10% | 0.30% | 0.61% | Q4 2020 | Q4 2021 | 5 |
MYI | BLACKROCK MUNIYIELD QU... | 5 | 5 | 0.11% | 0.29% | 0.47% | Q4 2019 | Q4 2020 | 5 |
JMSB | JOHN MARSHALL BANCORP INC | 5 | 5 | 0.13% | 0.20% | 0.30% | Q2 2022 | Q2 2023 | 5 |
TJX | TJX COS INC NEW | 5 | 5 | 0.09% | 0.17% | 0.23% | Q4 2019 | Q4 2020 | 5 |
SPLV | INVESCO EXCH TRADED FD... | 5 | 5 | 0.04% | 0.14% | 0.30% | Q4 2020 | Q4 2021 | 5 |
SPEM | SPDR INDEX SHS FDS | 5 | 5 | 0.09% | 0.14% | 0.19% | Q2 2021 | Q2 2022 | 5 |
PCY | INVESCO EXCH TRADED FD... | 5 | 5 | 0.05% | 0.14% | 0.23% | Q4 2019 | Q4 2020 | 5 |
BSX | BOSTON SCIENTIFIC CORP | 5 | 5 | 0.05% | 0.14% | 0.23% | Q4 2019 | Q4 2020 | 5 |
IPAY | ETF MANAGERS TR | 4 | 1 | 0.12% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 5 |
SLB | SCHLUMBERGER LTD | 5 | 5 | 0.07% | 0.14% | 0.23% | Q3 2022 | Q3 2023 | 5 |
VPU | VANGUARD WORLD FDS | 5 | 5 | 0.04% | 0.13% | 0.20% | Q2 2022 | Q2 2023 | 5 |
ROBO | EXCHANGE TRADED CONCEP... | 4 | 1 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q3 2022 | 5 |
SQ | SQUARE INC | 4 | 1 | 0.05% | 0.11% | 0.20% | Q4 2020 | Q1 2022 | 5 |
SHY | ISHARES TR | 2 | 1 | 0.04% | 0.11% | 0.20% | Q4 2020 | Q4 2022 | 5 |
IYJ | ISHARES TR | 4 | 1 | 0.08% | 0.11% | 0.16% | Q2 2022 | Q3 2023 | 5 |
TTD | THE TRADE DESK INC | 5 | 5 | 0.08% | 0.09% | 0.12% | Q2 2020 | Q2 2021 | 5 |
USRT | ISHARES TR | 5 | 5 | 0.05% | 0.09% | 0.15% | Q3 2022 | Q3 2023 | 5 |
GM | GENERAL MTRS CO | 5 | 5 | 0.06% | 0.09% | 0.12% | Q1 2021 | Q1 2022 | 5 |
FNDC | SCHWAB STRATEGIC TR | 4 | 1 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2022 | 5 |
VTR | VENTAS INC | 2 | 1 | 0.04% | 0.08% | 0.19% | Q4 2019 | Q2 2023 | 5 |
IBDM | ISHARES TR | 5 | 5 | 0.05% | 0.08% | 0.11% | Q3 2020 | Q3 2021 | 5 |
NXPI | NXP SEMICONDUCTORS N V | 4 | 1 | 0.04% | 0.07% | 0.15% | Q1 2021 | Q2 2022 | 5 |
AIO | VIRTUS ARTIFICIAL INTE... | 5 | 5 | 0.04% | 0.07% | 0.12% | Q3 2021 | Q3 2022 | 5 |
OXY | OCCIDENTAL PETE CORP | 3 | 2 | 0.04% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 5 |
NTRS | NORTHERN TR CORP | 4 | 1 | 0.06% | 0.07% | 0.10% | Q4 2020 | Q3 2022 | 5 |
TTWO | TAKE-TWO INTERACTIVE S... | 3 | 2 | 0.03% | 0.07% | 0.10% | Q2 2020 | Q1 2022 | 5 |
FAS | DIREXION SHS ETF TR | 5 | 5 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q2 2022 | 5 |
IVW | ISHARES TR | 4 | 1 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q2 2023 | 5 |
BSTZ | BLACKROCK SCIENCE & TE... | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 5 |
CI | CIGNA CORP NEW | 5 | 5 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q4 2022 | 5 |
TEL | TE CONNECTIVITY LTD | 5 | 5 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q1 2022 | 5 |
IJJ | ISHARES TR | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q2 2023 | 5 |
FTXN | FIRST TR EXCHANGE-TRAD... | 4 | 1 | 0.04% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 5 |
SPYD | SPDR SER TR | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q2 2022 | 5 |
XYL | XYLEM INC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q2 2023 | 5 |
IMCG | ISHARES TR | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q2 2023 | 5 |
IJK | ISHARES TR | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q2 2023 | 5 |
LULU | LULULEMON ATHLETICA INC | 3 | 2 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 5 |
WBA | WALGREENS BOOTS ALLIAN... | 3 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 5 |
CION INVT CORP | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 5 | |
NAVITAS SEMICONDUCTOR ... | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 5 | |
CHS | CHICOS FAS INC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 5 |
PIM | PUTNAM MASTER INTER IN... | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 5 |
SH | PROSHARES TR | 4 | 4 | 0.08% | 0.30% | 0.44% | Q3 2022 | Q2 2023 | 4 |
XBI | SPDR SER TR | 4 | 4 | 0.13% | 0.26% | 0.37% | Q4 2020 | Q3 2021 | 4 |
JMBS | JANUS DETROIT STR TR | 4 | 4 | 0.08% | 0.17% | 0.26% | Q4 2020 | Q3 2021 | 4 |
ROBT | FIRST TR EXCHANGE-TRAD... | 4 | 4 | 0.12% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
HERO | GLOBAL X FDS | 4 | 4 | 0.12% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
VWO | VANGUARD INTL EQUITY I... | 3 | 1 | 0.12% | 0.14% | 0.19% | Q4 2020 | Q2 2022 | 4 |
BEP | BROOKFIELD RENEWABLE P... | 4 | 4 | 0.10% | 0.14% | 0.21% | Q4 2020 | Q3 2021 | 4 |
IBML | ISHARES TR | 4 | 4 | 0.07% | 0.13% | 0.17% | Q1 2020 | Q4 2020 | 4 |
FAUG | FIRST TR EXCHNG TRADED... | 4 | 4 | 0.11% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
PBW | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
NIO | NIO INC | 4 | 4 | 0.08% | 0.13% | 0.19% | Q2 2021 | Q1 2022 | 4 |
IDNA | ISHARES TR | 4 | 4 | 0.11% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
MLPX | GLOBAL X FDS | 4 | 4 | 0.07% | 0.12% | 0.19% | Q1 2022 | Q4 2022 | 4 |
EXG | EATON VANCE TAX-MANAGE... | 4 | 4 | 0.03% | 0.11% | 0.14% | Q4 2020 | Q3 2021 | 4 |
IWR | ISHARES TR | 3 | 1 | 0.06% | 0.10% | 0.12% | Q4 2021 | Q4 2022 | 4 |
NEM | NEWMONT CORP | 3 | 1 | 0.08% | 0.09% | 0.13% | Q4 2020 | Q2 2022 | 4 |
EWCO | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
RBLX | ROBLOX CORP | 3 | 1 | 0.06% | 0.07% | 0.10% | Q2 2021 | Q2 2022 | 4 |
TSM | TAIWAN SEMICONDUCTOR M... | 4 | 4 | 0.05% | 0.06% | 0.09% | Q2 2021 | Q1 2022 | 4 |
NAAS TECHNOLOGY INC | 4 | 4 | 0.02% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 4 | |
VTIP | VANGUARD MALVERN FDS | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2022 | 4 |
GNRC | GENERAC HLDGS INC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2022 | 4 |
ICLN | ISHARES TR | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2022 | 4 |
RYF | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q1 2022 | 4 |
EEM | ISHARES TR | 3 | 1 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q2 2022 | 4 |
WFC | WELLS FARGO CO NEW | 4 | 4 | 0.04% | 0.05% | 0.09% | Q2 2021 | Q1 2022 | 4 |
MLCO | MELCO RESORTS AND ENTM... | 4 | 4 | 0.03% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
PFF | ISHARES TR | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 4 |
ET | ENERGY TRANSFER L P | 3 | 1 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 4 |
NOVT | NOVANTA INC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
DPZ | DOMINOS PIZZA INC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
IJH | ISHARES TR | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q2 2023 | 4 |
INFY | INFOSYS LTD | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
LUMN | LUMEN TECHNOLOGIES INC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
WEAT | TEUCRIUM COMMODITY TR | 2 | 2 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 4 |
RSX | VANECK ETF TRUST | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 4 |
SRT | STARTEK INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
STRONGHOLD DIGITAL MIN... | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 4 | |
BWEN | BROADWIND INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CEM | CLEARBRIDGE MLP AND MI... | 3 | 3 | 0.08% | 0.23% | 0.52% | Q4 2019 | Q2 2020 | 3 |
DVN | DEVON ENERGY CORP NEW | 3 | 3 | 0.05% | 0.18% | 0.28% | Q2 2022 | Q4 2022 | 3 |
FIRST TR EXCHNG TRADED... | 3 | 3 | 0.13% | 0.16% | 0.22% | Q1 2023 | Q3 2023 | 3 | |
ETG | EATON VANCE TX ADV GLB... | 3 | 3 | 0.15% | 0.16% | 0.16% | Q1 2021 | Q3 2021 | 3 |
GWPH | GW PHARMACEUTICALS PLC | 2 | 1 | 0.09% | 0.14% | 0.24% | Q2 2020 | Q1 2021 | 3 |
AXSM | AXSOME THERAPEUTICS INC | 1 | 1 | 0.04% | 0.12% | 0.16% | Q4 2019 | Q4 2020 | 3 |
FANG | DIAMONDBACK ENERGY INC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q2 2021 | Q4 2021 | 3 |
EVT | EATON VANCE TAX ADVT D... | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q3 2021 | 3 |
ROKU | ROKU INC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q2 2021 | 3 |
AGG | ISHARES TR | 2 | 1 | 0.04% | 0.11% | 0.25% | Q4 2020 | Q1 2022 | 3 |
HTD | HANCOCK JOHN TAX-ADVAN... | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2021 | Q3 2021 | 3 |
IGR | CBRE CLARION GLOBAL RE... | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2021 | Q3 2021 | 3 |
COPX | GLOBAL X FDS | 3 | 3 | 0.06% | 0.10% | 0.15% | Q1 2023 | Q3 2023 | 3 |
SPYX | SPDR SER TR | 3 | 3 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q1 2022 | 3 |
JPST | J P MORGAN EXCHANGE TR... | 2 | 1 | 0.06% | 0.08% | 0.12% | Q2 2022 | Q1 2023 | 3 |
SPYG | SPDR SER TR | 3 | 3 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q1 2022 | 3 |
HSY | HERSHEY CO | 3 | 3 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q1 2023 | 3 |
BXMT | BLACKSTONE MTG TR INC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q3 2022 | 3 |
USHY | ISHARES TR | 3 | 3 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
VNLA | JANUS DETROIT STR TR | 3 | 3 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q2 2021 | 3 |
K | KELLOGG CO | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
ARKF | ARK ETF TR | 3 | 3 | 0.04% | 0.07% | 0.11% | Q4 2020 | Q2 2021 | 3 |
MCK | MCKESSON CORP | 3 | 3 | 0.05% | 0.07% | 0.08% | Q2 2022 | Q4 2022 | 3 |
CLF | CLEVELAND-CLIFFS INC NEW | 3 | 3 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q2 2022 | 3 |
VB | VANGUARD INDEX FDS | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 3 |
PINS | PINTEREST INC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q2 2021 | 3 |
CPB | CAMPBELL SOUP CO | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q1 2023 | 3 |
LYB | LYONDELLBASELL INDUSTR... | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
EPD | ENTERPRISE PRODS PARTN... | 2 | 1 | 0.04% | 0.06% | 0.06% | Q1 2022 | Q2 2023 | 3 |
SIG | SIGNET JEWELERS LIMITED | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 3 |
OSTK | OVERSTOCK COM INC DEL | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q2 2023 | 3 |
DAL | DELTA AIR LINES INC DEL | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 3 |
BACPRL | BK OF AMERICA CORP | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
AIG | AMERICAN INTL GROUP INC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q2 2022 | 3 |
CARR | CARRIER GLOBAL CORPORA... | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
TMUS | T-MOBILE US INC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q1 2023 | 3 |
KMI | KINDER MORGAN INC DEL | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
SWKS | SKYWORKS SOLUTIONS INC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q1 2022 | 3 |
IMCV | ISHARES TR | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
GE | GENERAL ELECTRIC CO | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q4 2020 | 3 |
ENOVIX CORPORATION | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 | |
SVM | SILVERCORP METALS INC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
AMST | AMESITE INC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2021 | 3 |
FS CREDIT OPPORTUNITIE... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 | |
MULLEN AUTOMOTIVE INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 3 | |
UTX | UNITED TECHNOLOGIES CORP | 2 | 2 | 0.42% | 0.54% | 0.67% | Q4 2019 | Q1 2020 | 2 |
FPE | FIRST TR EXCH TRADED F... | 2 | 2 | 0.27% | 0.34% | 0.42% | Q3 2021 | Q4 2021 | 2 |
PSQ | PROSHARES TR | 2 | 2 | 0.22% | 0.30% | 0.38% | Q2 2023 | Q3 2023 | 2 |
IEF | ISHARES TR | 1 | 1 | 0.07% | 0.28% | 0.48% | Q4 2020 | Q4 2021 | 2 |
MUB | ISHARES TR | 1 | 1 | 0.16% | 0.22% | 0.28% | Q4 2020 | Q4 2021 | 2 |
LINDE PLC | 2 | 2 | 0.16% | 0.21% | 0.26% | Q2 2023 | Q3 2023 | 2 | |
SCHW | SCHWAB CHARLES CORP | 2 | 2 | 0.12% | 0.17% | 0.22% | Q1 2023 | Q2 2023 | 2 |
IYZ | ISHARES TR | 2 | 2 | 0.14% | 0.16% | 0.17% | Q4 2022 | Q1 2023 | 2 |
EFL | EATON VANCE FLOATING R... | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2022 | Q3 2022 | 2 |
ILDR | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.07% | 0.15% | 0.22% | Q3 2021 | Q4 2021 | 2 |
BK | BANK NEW YORK MELLON CORP | 1 | 1 | 0.13% | 0.14% | 0.15% | Q4 2019 | Q2 2021 | 2 |
STX | SEAGATE TECHNOLOGY PLC | 2 | 2 | 0.09% | 0.13% | 0.17% | Q4 2020 | Q1 2021 | 2 |
FEAC | FLYING EAGLE ACQUISITI... | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q3 2020 | 2 |
CSX | CSX CORP | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
GOVT | ISHARES TR | 2 | 2 | 0.07% | 0.12% | 0.17% | Q2 2023 | Q3 2023 | 2 |
GIGB | GOLDMAN SACHS ETF TR | 2 | 2 | 0.07% | 0.12% | 0.17% | Q2 2023 | Q3 2023 | 2 |
SPXL | DIREXION SHS ETF TR | 1 | 1 | 0.08% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 2 |
DMYD | DMY TECHNOLOGY GROUP I... | 2 | 2 | 0.05% | 0.11% | 0.18% | Q4 2020 | Q1 2021 | 2 |
BKNG | BOOKING HOLDINGS INC | 1 | 1 | 0.07% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 2 |
COIN | COINBASE GLOBAL INC | 2 | 2 | 0.06% | 0.10% | 0.15% | Q2 2021 | Q3 2021 | 2 |
FSLY | FASTLY INC | 2 | 2 | 0.06% | 0.10% | 0.14% | Q3 2020 | Q4 2020 | 2 |
JEPI | J P MORGAN EXCHANGE TR... | 2 | 2 | 0.08% | 0.10% | 0.12% | Q1 2023 | Q2 2023 | 2 |
URA | GLOBAL X FDS | 2 | 2 | 0.04% | 0.09% | 0.14% | Q2 2023 | Q3 2023 | 2 |
IWF | ISHARES TR | 1 | 1 | 0.04% | 0.09% | 0.15% | Q4 2019 | Q4 2021 | 2 |
SKLZ | SKILLZ INC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
FOUR | SHIFT4 PMTS INC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q3 2020 | Q4 2020 | 2 |
RIO | RIO TINTO PLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q2 2022 | 2 |
SCI | SERVICE CORP INTL | 1 | 1 | 0.04% | 0.08% | 0.12% | Q1 2022 | Q3 2022 | 2 |
STWD | STARWOOD PPTY TR INC | 2 | 2 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q1 2021 | 2 |
MAG | MAG SILVER CORP | 2 | 2 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q1 2021 | 2 |
LH | LABORATORY CORP AMER H... | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
RIVIAN AUTOMOTIVE INC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 2 | |
SI | SILVERGATE CAP CORP | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
FTCH | FARFETCH LTD | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q1 2021 | 2 |
SOXL | DIREXION SHS ETF TR | 1 | 1 | 0.02% | 0.06% | 0.10% | Q1 2022 | Q4 2022 | 2 |
WFCPRL | WELLS FARGO CO NEW | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
ON | ON SEMICONDUCTOR CORP | 1 | 1 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 2 |
UL | UNILEVER PLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q4 2021 | 2 |
O | REALTY INCOME CORP | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
HLAL | LISTED FD TR | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
AG | FIRST MAJESTIC SILVER ... | 2 | 2 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q1 2021 | 2 |
DG | DOLLAR GEN CORP NEW | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q4 2022 | 2 |
NVAX | NOVAVAX INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
GSK | GLAXOSMITHKLINE PLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
RCD | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
EOLS | EVOLUS INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
CLX | CLOROX CO DEL | 1 | 1 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q4 2021 | 2 |
IYE | ISHARES TR | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
SPG | SIMON PPTY GROUP INC NEW | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2023 | 2 |
ASXC | ASENSUS SURGICAL INC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2021 | 2 |
TLT | ISHARES TR | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
MRVL | MARVELL TECHNOLOGY INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
AZO | AUTOZONE INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
AKBA | AKEBIA THERAPEUTICS INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
ADSK | AUTODESK INC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 2 |
ALL | ALLSTATE CORP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
EL | LAUDER ESTEE COS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 2 |
DXCM | DEXCOM INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
UAL | UNITED AIRLS HLDGS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
EA | ELECTRONIC ARTS INC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 2 |
BB | BLACKBERRY LTD | 1 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 2 |
JBI | JANUS INTERNATIONAL GR... | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
WARNER BROS DISCOVERY INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 | |
ALDX | ALDEYRA THERAPEUTICS INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
PSLV | SPROTT PHYSICAL SILVER TR | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CANO | CANO HEALTH INC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q4 2022 | 2 |
NOK | NOKIA CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 2 |
ACB | AURORA CANNABIS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
PAVM | PAVMED INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
FISR | SSGA ACTIVE TR | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2019 | Q4 2019 | 1 |
FIXD | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
FIRST TR EXCHNG TRADED... | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 | |
SCHR | SCHWAB STRATEGIC TR | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2020 | Q4 2020 | 1 |
CG | CARLYLE GROUP L P LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
QQQM | INVESCO EXCH TRADED FD... | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
FJUN | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
PZA | INVESCO EXCHNG TRADED ... | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
FTLS | FIRST TR EXCH TRADED F... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
J P MORGAN EXCHANGE-TR... | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 | |
LDUR | PIMCO ETF TR | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
SDVY | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
BKLN | INVESCO EXCHNG TRADED ... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
VUSB | VANGUARD BD INDEX FDS | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
CHW | CALAMOS GBL DYN INCOME... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
PREF | PRINCIPAL EXCHANGE TRA... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
FVD | FIRST TR VALUE LINE DI... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
SPDW | SPDR INDEX SHS FDS | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
VCIT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
AGN | ALLERGAN PLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
BSCO | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
BUD | ANHEUSER BUSCH INBEV S... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
RTN | RAYTHEON CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
SHLL | TORTOISE ACQUISITION CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
SENS | SENSEONICS HLDGS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
RGI | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
MUDS | MUDRICK CAPITAL ACQU C... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
CCIV | CHURCHILL CAPITAL CORP IV | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
VSTO | VISTA OUTDOOR INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
GAN | GAN LTD | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
WORLD GOLD TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 | |
CCD | CALAMOS DYNAMIC CONV &... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
DERMTECH INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 | |
FCAU | FIAT CHRYSLER AUTOMOBI... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
GENI | GENIUS SPORTS LIMITED | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
TMDX | TRANSMEDICS GROUP INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
USMC | PRINCIPAL EXCHANGE TRA... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
APPH | APPHARVEST INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
CCL | CARNIVAL CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
MFL | BLACKROCK MUNIHLDS INV... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
MLM | MARTIN MARIETTA MATLS INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
BFLY | BUTTERFLY NETWORK INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
IYG | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
BELPOINTE PREP LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 | |
PHM | PULTE GROUP INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
LNC | LINCOLN NATL CORP IND | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
CF | CF INDS HLDGS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
EQT | EQT CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
KENVUE INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 | |
PCEF | INVESCO EXCH TRADED FD... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
EXPE | EXPEDIA GROUP INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
MIK | MICHAELS COS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
FICO | FAIR ISAAC CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
STPK | STAR PEAK ENERGY TRANS... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
CAH | CARDINAL HEALTH INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
VUZI | VUZIX CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
ZBH | ZIMMER BIOMET HOLDINGS... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
LEN | LENNAR CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
UPST | UPSTART HLDGS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
LGVW | LONGVIEW ACQUISITION CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
LW | LAMB WESTON HLDGS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
ATO | ATMOS ENERGY CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
SKYY | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
ICAD | ICAD INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
STEM | STEM INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
EH | EHANG HLDGS LTD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
SA | SEABRIDGE GOLD INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
KL | KIRKLAND LAKE GOLD LTD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
PAAS | PAN AMERN SILVER CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
SNAP | SNAP INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
FCOM | FIDELITY COVINGTON TRUST | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
LUMN | LUMEN TECHNOLOGIES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
ILMN | ILLUMINA INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
CGO | CALAMOS GLOBAL TOTAL R... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
GD | GENERAL DYNAMICS CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
GLBE | GLOBAL E ONLINE LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
ARKW | ARK ETF TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
CRSR | CORSAIR GAMING INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
ARKQ | ARK ETF TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
MMP | MAGELLAN MIDSTREAM PRT... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
PSN | PARSONS CORP DEL | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
UVXY | PROSHARES TR II | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
TROX | TRONOX HOLDINGS PLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
RUN | SUNRUN INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
WCC | WESCO INTL INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
CNS | COHEN & STEERS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
CMLF | CM LIFE SCIENCES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
OZON | OZON HLDGS PLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
DKNG | DRAFTKINGS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
SOFI | SOFI TECHNOLOGIES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
DRIV | GLOBAL X FDS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
TPGY | TPG PACE BEN FIN CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
SSO | PROSHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
LUV | SOUTHWEST AIRLS CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
TTE | TOTALENERGIES SE | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
MGK | VANGUARD WORLD FD | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
TWTR | TWITTER INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
VIAC | VIACOMCBS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
GGPI | GORES GUGGENHEIM INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
JMIA | JUMIA TECHNOLOGIES AG | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
SVXY | PROSHARES TR II | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
GOLD | BARRICK GOLD CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
NOC | NORTHROP GRUMMAN CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
WPM | WHEATON PRECIOUS METAL... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
MWK | MOHAWK GROUP HLDGS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
VT | VANGUARD INTL EQUITY I... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
IWO | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
TRILLIUM THERAPEUTICS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 | |
RDSB | ROYAL DUTCH SHELL PLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
NVO | NOVO-NORDISK A S | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
VSTM | VERASTEM INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
LNG | CHENIERE ENERGY INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
DNB | DUN & BRADSTREET HLDGS... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
SHW | SHERWIN WILLIAMS CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
PACER FDS TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 | |
ODFL | OLD DOMINION FREIGHT L... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
VLDR | VELODYNE LIDAR INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
BMO | BANK MONTREAL QUE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
DUSL | DIREXION SHS ETF TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
MDB | MONGODB INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CLOU | GLOBAL X FDS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
D | DOMINION ENERGY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
STOR | STORE CAP CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
AAL | AMERICAN AIRLS GROUP INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
AQB | AQUABOUNTY TECHNOLOGIE... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
XPEV | XPENG INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
CHMA | CHIASMA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
AMLP | ALPS ETF TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
YINN | DIREXION SHS ETF TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
VLON | VALLON PHARMACEUTICALS... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FNGD | BANK OF MONTREAL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
WISH | CONTEXTLOGIC INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
MATTERPORT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 | |
NEWP | NEW PAC METALS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
JCO | NUVEEN CR OPPORTUNITIE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CVE | CENOVUS ENERGY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ATAI | ATAI LIFE SCIENCES NV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
IMMP | IMMUTEP LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
ASTC | ASTROTECH CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
D-WAVE QUANTUM INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
ATNM | ACTINIUM PHARMACEUTICA... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FARADAY FUTRE INTLGT E... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 | |
REDU | RISE ED CAYMAN LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HTZGQ | HERTZ GLOBAL HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PRTY | PARTY CITY HOLDCO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
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The securities at the top of the list , including APPLE INC, ADOBE SYSTEMS INCORPORATED, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of Laidlaw Wealth Management LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Laidlaw Wealth Management LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Laidlaw Wealth Management LLC owns currently or has owned in the past.