197 is the total number of securities Mayfair Advisory Group, LLC has owned. The longest Mayfair Advisory Group, LLC has owned a single stock is 16 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SCHD | SCHWAB STRATEGIC TR | 16 | 16 | 7.09% | 9.93% | 12.32% | Q4 2019 | Q3 2023 | 16 |
AAPL | APPLE INC | 16 | 16 | 5.20% | 6.91% | 8.32% | Q4 2019 | Q3 2023 | 16 |
SCHG | SCHWAB STRATEGIC TR | 16 | 16 | 2.51% | 6.39% | 9.24% | Q4 2019 | Q3 2023 | 16 |
MINT | PIMCO ETF TR | 16 | 16 | 1.23% | 4.17% | 11.89% | Q4 2019 | Q3 2023 | 16 |
QUAL | ISHARES TR | 16 | 16 | 0.90% | 3.74% | 5.46% | Q4 2019 | Q3 2023 | 16 |
SFBS | SERVISFIRST BANCSHARES... | 16 | 16 | 0.29% | 3.49% | 7.92% | Q4 2019 | Q3 2023 | 16 |
VUG | VANGUARD INDEX FDS | 16 | 16 | 1.76% | 3.06% | 4.90% | Q4 2019 | Q3 2023 | 16 |
VTV | VANGUARD INDEX FDS | 16 | 16 | 1.54% | 2.74% | 4.88% | Q4 2019 | Q3 2023 | 16 |
SCHB | SCHWAB STRATEGIC TR | 16 | 16 | 0.32% | 1.55% | 6.97% | Q4 2019 | Q3 2023 | 16 |
VTI | VANGUARD INDEX FDS | 16 | 16 | 1.05% | 1.54% | 1.88% | Q4 2019 | Q3 2023 | 16 |
VIG | VANGUARD SPECIALIZED F... | 16 | 16 | 1.16% | 1.53% | 2.77% | Q4 2019 | Q3 2023 | 16 |
SO | SOUTHERN CO | 16 | 16 | 1.26% | 1.50% | 2.03% | Q4 2019 | Q3 2023 | 16 |
MSFT | MICROSOFT CORP | 16 | 16 | 0.97% | 1.37% | 1.82% | Q4 2019 | Q3 2023 | 16 |
BOND | PIMCO ETF TR | 16 | 16 | 0.46% | 1.34% | 3.31% | Q4 2019 | Q3 2023 | 16 |
AMZN | AMAZON COM INC | 16 | 16 | 0.45% | 0.98% | 1.91% | Q4 2019 | Q3 2023 | 16 |
JNJ | JOHNSON & JOHNSON | 16 | 16 | 0.58% | 0.95% | 1.33% | Q4 2019 | Q3 2023 | 16 |
TRV | TRAVELERS COMPANIES INC | 16 | 16 | 0.35% | 0.67% | 1.33% | Q4 2019 | Q3 2023 | 16 |
SCHX | SCHWAB STRATEGIC TR | 16 | 16 | 0.24% | 0.55% | 1.36% | Q4 2019 | Q3 2023 | 16 |
SCHA | SCHWAB STRATEGIC TR | 13 | 2 | 0.20% | 1.70% | 5.82% | Q4 2019 | Q3 2023 | 15 |
DGRW | WISDOMTREE TR | 14 | 1 | 0.40% | 0.53% | 0.78% | Q4 2019 | Q3 2023 | 15 |
MMM | 3M CO | 10 | 5 | 0.30% | 0.48% | 0.98% | Q4 2019 | Q3 2023 | 15 |
FBND | FIDELITY MERRIMACK STR TR | 14 | 14 | 0.58% | 1.58% | 3.99% | Q2 2020 | Q3 2023 | 14 |
TSLA | TESLA INC | 14 | 14 | 0.51% | 1.37% | 2.30% | Q2 2020 | Q3 2023 | 14 |
CVX | CHEVRON CORP NEW | 14 | 14 | 0.62% | 1.00% | 1.45% | Q2 2020 | Q3 2023 | 14 |
TFC | TRUIST FINL CORP | 14 | 14 | 0.41% | 0.73% | 1.28% | Q2 2020 | Q3 2023 | 14 |
LLY | LILLY ELI & CO | 14 | 14 | 0.57% | 0.67% | 0.90% | Q2 2020 | Q3 2023 | 14 |
NVDA | NVIDIA CORPORATION | 14 | 14 | 0.28% | 0.66% | 0.91% | Q2 2020 | Q3 2023 | 14 |
DIS | DISNEY WALT CO | 14 | 14 | 0.24% | 0.65% | 1.42% | Q4 2019 | Q1 2023 | 14 |
JPM | JPMORGAN CHASE & CO | 14 | 14 | 0.42% | 0.61% | 0.80% | Q2 2020 | Q3 2023 | 14 |
MRK | MERCK & CO. INC | 14 | 14 | 0.32% | 0.49% | 0.75% | Q2 2020 | Q3 2023 | 14 |
GOOGL | ALPHABET INC | 11 | 3 | 0.30% | 0.48% | 1.17% | Q4 2019 | Q3 2023 | 14 |
SPY | SPDR S&P 500 ETF TR | 14 | 14 | 0.27% | 0.44% | 0.68% | Q2 2020 | Q3 2023 | 14 |
BAC | BK OF AMERICA CORP | 11 | 1 | 0.21% | 0.44% | 0.75% | Q4 2019 | Q3 2023 | 14 |
XOM | EXXON MOBIL CORP | 13 | 13 | 0.55% | 1.77% | 2.42% | Q3 2020 | Q3 2023 | 13 |
AME | AMETEK INC | 13 | 13 | 1.21% | 1.56% | 2.12% | Q3 2020 | Q3 2023 | 13 |
NEE | NEXTERA ENERGY INC | 13 | 13 | 0.20% | 1.19% | 2.06% | Q2 2020 | Q2 2023 | 13 |
KO | COCA COLA CO | 13 | 13 | 0.56% | 1.07% | 1.37% | Q3 2020 | Q3 2023 | 13 |
MCD | MCDONALDS CORP | 13 | 13 | 0.64% | 0.88% | 1.30% | Q3 2020 | Q3 2023 | 13 |
PFE | PFIZER INC | 13 | 13 | 0.33% | 0.82% | 1.06% | Q3 2020 | Q3 2023 | 13 |
WMT | WALMART INC | 13 | 13 | 0.51% | 0.69% | 0.98% | Q3 2020 | Q3 2023 | 13 |
GL | GLOBE LIFE INC | 13 | 13 | 0.48% | 0.59% | 0.68% | Q3 2020 | Q3 2023 | 13 |
HON | HONEYWELL INTL INC | 13 | 13 | 0.44% | 0.58% | 0.78% | Q3 2020 | Q3 2023 | 13 |
LOW | LOWES COS INC | 13 | 13 | 0.39% | 0.58% | 0.88% | Q3 2020 | Q3 2023 | 13 |
PG | PROCTER AND GAMBLE CO | 13 | 13 | 0.42% | 0.52% | 0.77% | Q3 2020 | Q3 2023 | 13 |
IEFA | ISHARES TR | 9 | 4 | 0.23% | 0.38% | 0.68% | Q2 2020 | Q3 2023 | 13 |
IWM | ISHARES TR | 12 | 1 | 0.21% | 0.38% | 0.66% | Q4 2019 | Q3 2023 | 13 |
RY | ROYAL BK CDA SUSTAINABL | 12 | 12 | 0.97% | 1.50% | 1.82% | Q4 2020 | Q3 2023 | 12 |
NSC | NORFOLK SOUTHN CORP | 12 | 12 | 0.60% | 1.00% | 1.33% | Q4 2020 | Q3 2023 | 12 |
CSX | CSX CORP | 12 | 12 | 0.58% | 0.84% | 1.12% | Q4 2020 | Q3 2023 | 12 |
GPC | GENUINE PARTS CO | 12 | 12 | 0.55% | 0.69% | 0.84% | Q4 2020 | Q3 2023 | 12 |
PFF | ISHARES TR | 12 | 12 | 0.39% | 0.58% | 1.01% | Q4 2019 | Q3 2022 | 12 |
BX | BLACKSTONE INC | 12 | 12 | 0.34% | 0.47% | 0.62% | Q4 2020 | Q3 2023 | 12 |
PM | PHILIP MORRIS INTL INC | 12 | 12 | 0.38% | 0.47% | 0.55% | Q4 2020 | Q3 2023 | 12 |
GPN | GLOBAL PMTS INC | 8 | 1 | 0.29% | 0.47% | 0.72% | Q4 2019 | Q3 2023 | 12 |
DUK | DUKE ENERGY CORP NEW | 12 | 12 | 0.33% | 0.47% | 0.60% | Q4 2020 | Q3 2023 | 12 |
MO | ALTRIA GROUP INC | 12 | 12 | 0.32% | 0.42% | 0.50% | Q4 2020 | Q3 2023 | 12 |
QQQ | INVESCO QQQ TR | 7 | 5 | 0.26% | 0.37% | 0.52% | Q3 2020 | Q3 2023 | 12 |
VZ | VERIZON COMMUNICATIONS... | 12 | 12 | 0.24% | 0.36% | 0.52% | Q4 2020 | Q3 2023 | 12 |
GLD | SPDR GOLD TR | 12 | 12 | 0.25% | 0.36% | 0.50% | Q4 2020 | Q3 2023 | 12 |
VYM | VANGUARD WHITEHALL FDS | 11 | 11 | 0.34% | 0.46% | 0.54% | Q1 2021 | Q3 2023 | 11 |
SNN | SMITH & NEPHEW PLC | 11 | 11 | 0.22% | 0.42% | 0.51% | Q4 2020 | Q2 2023 | 11 |
MCO | MOODYS CORP | 7 | 4 | 0.23% | 0.33% | 0.40% | Q4 2020 | Q3 2023 | 11 |
FCN | FTI CONSULTING INC | 11 | 11 | 0.24% | 0.30% | 0.40% | Q1 2021 | Q3 2023 | 11 |
SCHV | SCHWAB STRATEGIC TR | 10 | 10 | 0.61% | 1.12% | 2.99% | Q4 2019 | Q1 2022 | 10 |
XLE | SELECT SECTOR SPDR TR | 10 | 10 | 0.66% | 1.02% | 1.33% | Q2 2021 | Q3 2023 | 10 |
XRAY | DENTSPLY SIRONA INC | 6 | 4 | 0.22% | 0.54% | 1.20% | Q1 2020 | Q3 2023 | 10 |
MCI | BARINGS CORPORATE INVS | 10 | 10 | 0.24% | 0.39% | 0.64% | Q4 2019 | Q1 2022 | 10 |
HD | HOME DEPOT INC | 8 | 2 | 0.20% | 0.36% | 0.47% | Q1 2021 | Q3 2023 | 10 |
AXP | AMERICAN EXPRESS CO | 10 | 10 | 0.22% | 0.30% | 0.36% | Q2 2021 | Q3 2023 | 10 |
IQLT | ISHARES TR | 6 | 3 | 0.34% | 0.50% | 0.66% | Q2 2020 | Q3 2023 | 9 |
D | DOMINION ENERGY INC | 9 | 9 | 0.41% | 0.48% | 0.58% | Q3 2020 | Q3 2022 | 9 |
EFAV | ISHARES TR | 9 | 9 | 0.29% | 0.45% | 0.79% | Q2 2020 | Q2 2022 | 9 |
T | AT&T INC | 9 | 9 | 0.24% | 0.44% | 0.64% | Q3 2020 | Q3 2022 | 9 |
ABBV | ABBVIE INC | 4 | 1 | 0.21% | 0.31% | 0.43% | Q4 2020 | Q3 2023 | 9 |
PRF | INVESCO EXCHANGE TRADE... | 5 | 4 | 0.21% | 0.27% | 0.32% | Q2 2021 | Q3 2023 | 9 |
JPST | J P MORGAN EXCHANGE-TR... | 5 | 3 | 0.42% | 2.16% | 4.54% | Q1 2021 | Q3 2023 | 8 |
AVUV | AMERICAN CENTY ETF TR | 8 | 8 | 0.36% | 0.67% | 1.22% | Q4 2021 | Q3 2023 | 8 |
KMB | KIMBERLY-CLARK CORP | 8 | 8 | 0.23% | 0.43% | 0.50% | Q4 2021 | Q3 2023 | 8 |
EQC | EQUITY COMWLTH | 7 | 1 | 0.27% | 0.42% | 0.71% | Q4 2019 | Q2 2022 | 8 |
BRKB | BERKSHIRE HATHAWAY INC... | 8 | 8 | 0.29% | 0.38% | 0.52% | Q4 2021 | Q3 2023 | 8 |
VGT | VANGUARD WORLD FDS | 6 | 2 | 0.25% | 0.35% | 0.45% | Q4 2020 | Q3 2023 | 8 |
AMGN | AMGEN INC | 6 | 1 | 0.24% | 0.32% | 0.56% | Q3 2020 | Q3 2023 | 8 |
FANG | DIAMONDBACK ENERGY INC | 8 | 8 | 0.21% | 0.30% | 0.35% | Q4 2021 | Q3 2023 | 8 |
JEPI | J P MORGAN EXCHANGE-TR... | 7 | 7 | 0.61% | 3.01% | 6.01% | Q1 2022 | Q3 2023 | 7 |
SCHF | SCHWAB STRATEGIC TR | 4 | 3 | 0.20% | 1.33% | 4.50% | Q4 2019 | Q3 2023 | 7 |
VYMI | VANGUARD WHITEHALL FDS | 7 | 7 | 0.32% | 0.95% | 1.70% | Q1 2022 | Q3 2023 | 7 |
SPHQ | INVESCO EXCHANGE TRADE... | 7 | 7 | 0.62% | 0.74% | 1.01% | Q1 2022 | Q3 2023 | 7 |
MCF | CONTANGO OIL & GAS CO | 7 | 7 | 0.43% | 0.73% | 0.96% | Q1 2020 | Q3 2021 | 7 |
VBK | VANGUARD INDEX FDS | 7 | 7 | 0.40% | 0.49% | 0.58% | Q1 2022 | Q3 2023 | 7 |
TGT | TARGET CORP | 7 | 7 | 0.28% | 0.40% | 0.48% | Q4 2020 | Q2 2022 | 7 |
BAX | BAXTER INTL INC | 7 | 7 | 0.27% | 0.36% | 0.44% | Q2 2021 | Q4 2022 | 7 |
COP | CONOCOPHILLIPS | 7 | 7 | 0.26% | 0.32% | 0.40% | Q1 2022 | Q3 2023 | 7 |
LMT | LOCKHEED MARTIN CORP | 7 | 7 | 0.26% | 0.32% | 0.36% | Q1 2022 | Q3 2023 | 7 |
TLH | ISHARES TR | 6 | 6 | 1.76% | 2.60% | 3.64% | Q2 2022 | Q3 2023 | 6 |
SDY | SPDR SER TR | 6 | 6 | 0.70% | 1.03% | 1.29% | Q2 2022 | Q3 2023 | 6 |
MBB | ISHARES TR | 6 | 6 | 0.66% | 1.02% | 1.24% | Q2 2022 | Q3 2023 | 6 |
WISDOMTREE TR | 6 | 6 | 0.54% | 0.94% | 1.48% | Q2 2022 | Q3 2023 | 6 | |
JAAA | JANUS DETROIT STR TR | 6 | 6 | 0.67% | 0.84% | 0.98% | Q2 2022 | Q3 2023 | 6 |
CB | CHUBB LIMITED | 4 | 1 | 0.28% | 0.58% | 0.93% | Q1 2020 | Q3 2022 | 6 |
VGK | VANGUARD INTL EQUITY I... | 6 | 6 | 0.31% | 0.52% | 0.61% | Q2 2022 | Q3 2023 | 6 |
PYPL | PAYPAL HLDGS INC | 6 | 6 | 0.40% | 0.51% | 0.68% | Q2 2020 | Q3 2021 | 6 |
ITA | ISHARES TR | 6 | 6 | 0.31% | 0.42% | 0.49% | Q2 2022 | Q3 2023 | 6 |
FB | META PLATFORMS INC | 6 | 6 | 0.28% | 0.40% | 0.53% | Q3 2020 | Q4 2021 | 6 |
BBJP | J P MORGAN EXCHANGE TR... | 6 | 6 | 0.29% | 0.35% | 0.39% | Q2 2022 | Q3 2023 | 6 |
MPC | MARATHON PETE CORP | 6 | 6 | 0.30% | 0.35% | 0.38% | Q2 2022 | Q3 2023 | 6 |
MRNA | MODERNA INC | 6 | 6 | 0.21% | 0.32% | 0.47% | Q2 2022 | Q3 2023 | 6 |
CLX | CLOROX CO DEL | 6 | 6 | 0.21% | 0.32% | 0.40% | Q1 2022 | Q2 2023 | 6 |
VXUS | VANGUARD STAR FDS | 3 | 3 | 0.29% | 0.31% | 0.33% | Q4 2021 | Q3 2023 | 6 |
AMD | ADVANCED MICRO DEVICES... | 3 | 3 | 0.20% | 0.27% | 0.34% | Q4 2021 | Q3 2023 | 6 |
COWZ | PACER FDS TR | 5 | 5 | 0.36% | 0.75% | 1.02% | Q3 2022 | Q3 2023 | 5 |
DEO | DIAGEO PLC | 5 | 5 | 0.36% | 0.70% | 0.98% | Q1 2020 | Q1 2021 | 5 |
TDY | TELEDYNE TECHNOLOGIES INC | 4 | 1 | 0.47% | 0.56% | 0.69% | Q4 2019 | Q1 2021 | 5 |
XLV | SELECT SECTOR SPDR TR | 5 | 5 | 0.43% | 0.54% | 0.59% | Q2 2022 | Q2 2023 | 5 |
CMCSA | COMCAST CORP NEW | 5 | 5 | 0.46% | 0.53% | 0.62% | Q3 2020 | Q3 2021 | 5 |
VOT | VANGUARD INDEX FDS | 5 | 5 | 0.46% | 0.52% | 0.59% | Q1 2021 | Q1 2022 | 5 |
LDUR | PIMCO ETF TR | 5 | 5 | 0.41% | 0.47% | 0.53% | Q3 2022 | Q3 2023 | 5 |
VOE | VANGUARD INDEX FDS | 5 | 5 | 0.43% | 0.46% | 0.50% | Q1 2021 | Q1 2022 | 5 |
KXI | ISHARES TR | 5 | 5 | 0.36% | 0.41% | 0.49% | Q2 2022 | Q2 2023 | 5 |
AMLP | ALPS ETF TR | 5 | 5 | 0.33% | 0.38% | 0.42% | Q1 2021 | Q1 2022 | 5 |
MCHI | ISHARES TR | 4 | 1 | 0.31% | 0.36% | 0.45% | Q2 2022 | Q3 2023 | 5 |
SMMD | ISHARES TR | 3 | 2 | 0.22% | 0.29% | 0.34% | Q1 2022 | Q3 2023 | 5 |
EME | EMCOR GROUP INC | 4 | 1 | 0.24% | 0.27% | 0.32% | Q2 2021 | Q3 2023 | 5 |
MS | MORGAN STANLEY | 3 | 1 | 0.20% | 0.25% | 0.28% | Q4 2021 | Q2 2023 | 5 |
DWLD | DAVIS FUNDAMENTAL ETF TR | 4 | 4 | 0.38% | 0.43% | 0.52% | Q3 2020 | Q2 2021 | 4 |
VTEB | VANGUARD MUN BD FDS | 3 | 1 | 0.29% | 0.38% | 0.46% | Q3 2021 | Q3 2023 | 4 |
ABT | ABBOTT LABS | 4 | 4 | 0.31% | 0.35% | 0.41% | Q1 2021 | Q4 2021 | 4 |
IXJ | ISHARES TR | 4 | 4 | 0.23% | 0.33% | 0.40% | Q4 2022 | Q3 2023 | 4 |
MGK | VANGUARD WORLD FD | 4 | 4 | 0.29% | 0.32% | 0.34% | Q2 2021 | Q1 2022 | 4 |
USMV | ISHARES TR | 4 | 4 | 0.31% | 0.32% | 0.34% | Q4 2021 | Q3 2022 | 4 |
XLK | SELECT SECTOR SPDR TR | 4 | 4 | 0.27% | 0.31% | 0.39% | Q2 2022 | Q1 2023 | 4 |
GNR | SPDR INDEX SHS FDS | 4 | 4 | 0.28% | 0.31% | 0.32% | Q2 2022 | Q1 2023 | 4 |
ITOT | ISHARES TR | 4 | 4 | 0.26% | 0.29% | 0.33% | Q4 2022 | Q3 2023 | 4 |
XLU | SELECT SECTOR SPDR TR | 4 | 4 | 0.24% | 0.28% | 0.30% | Q2 2022 | Q1 2023 | 4 |
GOOG | ALPHABET INC | 2 | 2 | 0.21% | 0.28% | 0.32% | Q1 2022 | Q3 2023 | 4 |
NTRS | NORTHERN TR CORP | 3 | 1 | 0.22% | 0.27% | 0.36% | Q1 2021 | Q2 2023 | 4 |
PDO | PIMCO DYNAMIC INCOME O... | 4 | 4 | 0.16% | 0.18% | 0.21% | Q3 2022 | Q2 2023 | 4 |
UCBI | UNITED CMNTY BKS BLAIR... | 3 | 3 | 1.45% | 1.53% | 1.68% | Q1 2023 | Q3 2023 | 3 |
LQD | ISHARES TR | 3 | 3 | 1.22% | 1.28% | 1.33% | Q2 2022 | Q4 2022 | 3 |
IEF | ISHARES TR | 3 | 3 | 1.15% | 1.23% | 1.27% | Q2 2022 | Q4 2022 | 3 |
CDW | CDW CORP | 2 | 1 | 0.61% | 0.75% | 0.89% | Q4 2019 | Q3 2020 | 3 |
SPTS | SPDR SER TR | 3 | 3 | 0.58% | 0.72% | 0.84% | Q1 2023 | Q3 2023 | 3 |
IBDM | ISHARES TR | 3 | 3 | 0.38% | 0.69% | 0.89% | Q1 2021 | Q3 2021 | 3 |
IEI | ISHARES TR | 3 | 3 | 0.38% | 0.40% | 0.42% | Q2 2022 | Q4 2022 | 3 |
EEM | ISHARES TR | 3 | 3 | 0.35% | 0.38% | 0.40% | Q4 2020 | Q2 2021 | 3 |
RYT | INVESCO EXCHANGE TRADE... | 2 | 1 | 0.30% | 0.36% | 0.46% | Q2 2022 | Q3 2023 | 3 |
SAFM | SANDERSON FARMS INC | 3 | 3 | 0.30% | 0.34% | 0.36% | Q2 2021 | Q4 2021 | 3 |
ZBH | ZIMMER BIOMET HOLDINGS... | 3 | 3 | 0.29% | 0.32% | 0.35% | Q3 2021 | Q1 2022 | 3 |
UNP | UNION PAC CORP | 3 | 3 | 0.28% | 0.28% | 0.30% | Q4 2021 | Q2 2022 | 3 |
ONEY | SPDR SER TR | 3 | 3 | 0.27% | 0.28% | 0.29% | Q1 2023 | Q3 2023 | 3 |
J P MORGAN EXCHANGE TR... | 3 | 3 | 0.26% | 0.28% | 0.30% | Q1 2023 | Q3 2023 | 3 | |
UHS | UNIVERSAL HLTH SVCS INC | 2 | 1 | 0.26% | 0.27% | 0.27% | Q4 2021 | Q4 2022 | 3 |
BMY | BRISTOL-MYERS SQUIBB CO | 2 | 1 | 0.22% | 0.26% | 0.28% | Q2 2022 | Q1 2023 | 3 |
COST | COSTCO WHSL CORP NEW | 2 | 1 | 0.21% | 0.24% | 0.29% | Q3 2022 | Q3 2023 | 3 |
RSP | INVESCO EXCHANGE TRADE... | 3 | 3 | 0.19% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
MWA | MUELLER WTR PRODS INC | 3 | 3 | 0.17% | 0.17% | 0.18% | Q4 2022 | Q2 2023 | 3 |
SAND | SANDSTORM GOLD LTD | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
DERMTECH INC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 | |
SCHE | SCHWAB STRATEGIC TR | 2 | 2 | 0.91% | 1.59% | 2.26% | Q4 2019 | Q1 2020 | 2 |
WBC | WABCO HLDGS INC | 2 | 2 | 1.03% | 1.23% | 1.43% | Q4 2019 | Q1 2020 | 2 |
APH | AMPHENOL CORP NEW | 2 | 2 | 0.53% | 0.62% | 0.71% | Q2 2020 | Q3 2020 | 2 |
ATHM | AUTOHOME INC | 2 | 2 | 0.45% | 0.51% | 0.58% | Q3 2020 | Q4 2020 | 2 |
ICUI | ICU MED INC | 2 | 2 | 0.35% | 0.39% | 0.43% | Q2 2021 | Q3 2021 | 2 |
IXG | ISHARES TR | 2 | 2 | 0.29% | 0.29% | 0.30% | Q2 2022 | Q3 2022 | 2 |
VT | VANGUARD INTL EQUITY I... | 2 | 2 | 0.28% | 0.29% | 0.29% | Q2 2023 | Q3 2023 | 2 |
CVS | CVS HEALTH CORP | 1 | 1 | 0.23% | 0.29% | 0.34% | Q3 2022 | Q1 2023 | 2 |
DFAS | DIMENSIONAL ETF TRUST | 2 | 2 | 0.22% | 0.27% | 0.31% | Q2 2023 | Q3 2023 | 2 |
AMLP | ALPS ETF TR | 2 | 2 | 0.16% | 0.24% | 0.32% | Q4 2019 | Q1 2020 | 2 |
SSD | SIMPSON MFG INC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q3 2023 | 2 |
MDT | MEDTRONIC PLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q2 2023 | 2 |
JCPB | J P MORGAN EXCHANGE TR... | 2 | 2 | 0.22% | 0.23% | 0.23% | Q2 2023 | Q3 2023 | 2 |
MA | MASTERCARD INCORPORATED | 1 | 1 | 0.20% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 2 |
EZU | ISHARES INC | 2 | 2 | 0.20% | 0.22% | 0.25% | Q2 2023 | Q3 2023 | 2 |
PRI | PRIMERICA INC | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
UVXY | PROSHARES TR II | 2 | 2 | 0.13% | 0.19% | 0.25% | Q4 2020 | Q1 2021 | 2 |
SCHO | SCHWAB STRATEGIC TR | 1 | 1 | 5.94% | 5.94% | 5.94% | Q4 2019 | Q4 2019 | 1 |
SCHZ | SCHWAB STRATEGIC TR | 1 | 1 | 5.80% | 5.80% | 5.80% | Q4 2019 | Q4 2019 | 1 |
AOA | ISHARES TR | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2019 | Q4 2019 | 1 |
SPYG | SPDR SERIES TRUST | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2019 | Q4 2019 | 1 |
J P MORGAN EXCHANGE TR... | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 | |
POOL | POOL CORP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2020 | Q4 2020 | 1 |
AGQ | PROSHARES TR II | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2020 | Q4 2020 | 1 |
CRM | SALESFORCE COM INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2020 | Q4 2020 | 1 |
LHX | L3HARRIS TECHNOLOGIES INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2022 | Q3 2022 | 1 |
UVXY | PROSHARES TR II | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2021 | Q2 2021 | 1 |
QQQJ | INVESCO EXCH TRADED FD... | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
DBC | INVESCO DB COMMDY INDX... | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2022 | Q2 2022 | 1 |
SPSM | SPDR SER TR | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
RTX | RAYTHEON TECHNOLOGIES ... | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
IVOL | KRANESHARES TR | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
V | VISA INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
JMBS | JANUS DETROIT STR TR | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
VO | VANGUARD INDEX FDS | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
MMP | MAGELLAN MIDSTREAM PRT... | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
EMXC | ISHARES INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
IMCG | ISHARES TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
MANH | MANHATTAN ASSOCIATES INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
CULLMAN BANCORP INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 | |
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The securities at the top of the list , including SCHWAB STRATEGIC TR, APPLE INC, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of Mayfair Advisory Group, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Mayfair Advisory Group, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Mayfair Advisory Group, LLC owns currently or has owned in the past.