Lion Street Advisors, LLC holdings history

694 is the total number of securities Lion Street Advisors, LLC has owned. The longest Lion Street Advisors, LLC has owned a single stock is 15 quarters.

Lion Street Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
BIV VANGUARD BD INDEX FDS1050.16%2.65%7.80%Q4 2019Q3 202315
VOO VANGUARD INDEX FDS1050.48%2.11%5.92%Q4 2019Q3 202315
VTI VANGUARD INDEX FDS1050.38%1.77%4.74%Q4 2019Q3 202315
BND VANGUARD BD INDEX FDS1050.32%1.20%3.38%Q4 2019Q3 202315
IVV ISHARES TR950.62%3.54%10.60%Q4 2019Q3 202314
MSFT MICROSOFT CORP1020.32%2.53%26.16%Q4 2019Q3 202314
AMZN AMAZON COM INC1040.09%2.13%8.12%Q1 2020Q3 202314
AAPL APPLE INC1310.64%2.00%10.26%Q1 2020Q3 202314
VEA VANGUARD TAX-MANAGED I...950.29%2.00%5.76%Q4 2019Q3 202314
BNDX VANGUARD CHARLOTTE FDS950.21%1.30%4.03%Q4 2019Q3 202314
VXUS VANGUARD STAR FDS950.20%0.96%2.84%Q4 2019Q3 202314
IJH ISHARES TR540.10%0.85%2.77%Q4 2019Q3 202313
VWO VANGUARD INTL EQUITY I...540.12%0.58%1.70%Q4 2019Q3 202313
IJR ISHARES TR520.12%0.56%2.98%Q4 2019Q3 202313
FB META PLATFORMS INC1010.14%0.46%1.58%Q1 2020Q3 202313
QQQ INVESCO QQQ TR1110.60%3.50%22.56%Q4 2019Q3 202312
OKE ONEOK INC NEW910.00%1.02%6.12%Q1 2020Q3 202311
XOM EXXON MOBIL CORP1010.11%0.94%1.60%Q1 2020Q3 202311
CSCO CISCO SYS INC1010.17%0.57%1.15%Q1 2020Q3 202311
JNJ JOHNSON & JOHNSON1010.24%0.55%1.30%Q1 2020Q3 202311
PEP PEPSICO INC1010.23%0.43%0.74%Q1 2020Q3 202311
CAT CATERPILLAR INC DEL1010.05%0.38%1.58%Q1 2020Q3 202311
VTV VANGUARD INDEX FDS910.13%0.29%0.52%Q1 2020Q3 202311
T AT&T INC1010.08%0.25%0.86%Q1 2020Q3 202311
GIS GENERAL MLS INC10100.58%42.26%59.41%Q2 2021Q3 202310
DRI DARDEN RESTAURANTS INC910.03%3.34%4.69%Q1 2020Q3 202310
COST COSTCO WHSL CORP NEW910.04%2.07%2.98%Q1 2020Q3 202310
XLK SELECT SECTOR SPDR TR910.48%1.00%3.24%Q4 2019Q3 202310
SPYG SPDR SER TR410.10%0.94%2.68%Q1 2020Q3 202310
MDT MEDTRONIC PLC410.07%0.71%5.57%Q1 2020Q3 202310
JPM JPMORGAN CHASE & CO910.20%0.64%0.85%Q1 2020Q3 202310
ETN EATON CORP PLC910.06%0.63%0.90%Q1 2020Q3 202310
IWP ISHARES TR910.24%0.61%2.57%Q4 2019Q3 202310
CVX CHEVRON CORP NEW910.10%0.58%0.79%Q1 2020Q3 202310
KMB KIMBERLY-CLARK CORP910.03%0.54%0.72%Q1 2020Q3 202310
UNP UNION PAC CORP910.11%0.44%0.61%Q1 2020Q3 202310
IBM INTERNATIONAL BUSINESS...910.06%0.42%0.54%Q1 2020Q3 202310
GLW CORNING INC910.01%0.41%0.53%Q1 2020Q3 202310
ADM ARCHER DANIELS MIDLAND CO910.01%0.38%0.57%Q1 2020Q3 202310
PGX INVESCO EXCH TRADED FD...910.13%0.38%1.47%Q4 2019Q3 202310
GOOGL ALPHABET INC910.01%0.37%0.58%Q1 2020Q3 202310
WHR WHIRLPOOL CORP910.03%0.37%0.48%Q1 2020Q3 202310
ABBV ABBVIE INC910.16%0.36%0.56%Q1 2020Q3 202310
NVDA NVIDIA CORPORATION910.10%0.35%0.58%Q1 2020Q3 202310
KO COCA COLA CO910.02%0.35%0.58%Q1 2020Q3 202310
AMGN AMGEN INC910.12%0.35%0.53%Q1 2020Q3 202310
VEEV VEEVA SYS INC910.06%0.32%0.50%Q1 2020Q3 202310
BMY BRISTOL-MYERS SQUIBB CO910.06%0.32%0.42%Q1 2020Q3 202310
CVS CVS HEALTH CORP910.05%0.30%0.42%Q1 2020Q3 202310
V VISA INC910.21%0.28%0.32%Q1 2020Q3 202310
SDY SPDR SER TR10100.14%0.28%0.56%Q2 2021Q3 202310
MBB ISHARES TR910.05%0.27%0.36%Q1 2020Q3 202310
RSP INVESCO EXCHANGE TRADE...910.01%0.24%0.29%Q1 2020Q3 202310
PM PHILIP MORRIS INTL INC910.04%0.24%0.32%Q1 2020Q3 202310
MA MASTERCARD INCORPORATED910.18%0.22%0.26%Q1 2020Q3 202310
SMG SCOTTS MIRACLE-GRO CO910.04%0.22%0.35%Q1 2020Q3 202310
CCI CROWN CASTLE INTL CORP...910.02%0.22%0.30%Q1 2020Q3 202310
USB US BANCORP DEL910.05%0.21%0.32%Q1 2020Q3 202310
APD AIR PRODS & CHEMS INC910.06%0.18%0.23%Q1 2020Q3 202310
BAC BK OF AMERICA CORP910.12%0.18%0.23%Q1 2020Q3 202310
PGR PROGRESSIVE CORP OHIO910.07%0.17%0.24%Q1 2020Q3 202310
PFE PFIZER INC910.10%0.15%0.19%Q1 2020Q3 202310
LMT LOCKHEED MARTIN CORP910.03%0.14%0.17%Q1 2020Q3 202310
CRM SALESFORCE INC910.08%0.14%0.19%Q1 2020Q3 202310
UL UNILEVER PLC910.04%0.13%0.18%Q1 2020Q3 202310
CMI CUMMINS INC910.06%0.12%0.16%Q1 2020Q3 202310
MMC MARSH & MCLENNAN COS INC910.05%0.11%0.14%Q1 2020Q3 202310
USIG ISHARES TR990.28%0.51%0.65%Q3 2021Q3 20239
FTNT FORTINET INC990.33%0.49%0.60%Q3 2021Q3 20239
DOW DOW INC990.32%0.49%0.77%Q3 2021Q3 20239
TSN TYSON FOODS INC990.20%0.39%0.48%Q3 2021Q3 20239
SPSB SPDR SER TR990.22%0.38%0.48%Q3 2021Q3 20239
FCPT FOUR CORNERS PPTY TR INC990.21%0.35%0.44%Q3 2021Q3 20239
SPY SPDR S&P 500 ETF TR990.17%0.34%0.70%Q3 2021Q3 20239
CLX CLOROX CO DEL990.25%0.33%0.43%Q3 2021Q3 20239
EVRG EVERGY INC990.23%0.29%0.32%Q3 2021Q3 20239
IGEB ISHARES TR990.21%0.28%0.35%Q3 2021Q3 20239
AXSM AXSOME THERAPEUTICS INC990.19%0.27%0.33%Q3 2021Q3 20239
HAS HASBRO INC990.10%0.25%0.33%Q3 2021Q3 20239
FPE FIRST TR EXCH TRADED F...990.15%0.25%0.38%Q3 2021Q3 20239
JIGB J P MORGAN EXCHANGE-TR...990.17%0.24%0.31%Q3 2021Q3 20239
DE DEERE & CO990.18%0.22%0.27%Q3 2021Q3 20239
EPD ENTERPRISE PRODS PARTN...990.17%0.21%0.26%Q3 2021Q3 20239
PRU PRUDENTIAL FINL INC990.15%0.21%0.31%Q3 2021Q3 20239
FDX FEDEX CORP990.13%0.20%0.28%Q3 2021Q3 20239
WFHY WISDOMTREE TR990.10%0.20%0.27%Q3 2021Q3 20239
FVD FIRST TR VALUE LINE DI...990.15%0.20%0.36%Q3 2021Q3 20239
XLV SELECT SECTOR SPDR TR990.08%0.19%0.23%Q3 2021Q3 20239
TAP MOLSON COORS BEVERAGE CO990.12%0.18%0.23%Q3 2021Q3 20239
DNL WISDOMTREE TR990.13%0.18%0.21%Q3 2021Q3 20239
MDLZ MONDELEZ INTL INC990.11%0.17%0.20%Q3 2021Q3 20239
XBI SPDR SER TR990.11%0.17%0.22%Q3 2021Q3 20239
CHWY CHEWY INC990.11%0.17%0.22%Q3 2021Q3 20239
SMDV PROSHARES TR990.14%0.16%0.17%Q3 2021Q3 20239
PTLC PACER FDS TR990.12%0.16%0.22%Q3 2021Q3 20239
ABT ABBOTT LABS410.09%0.15%0.17%Q1 2020Q3 20239
NOW SERVICENOW INC990.10%0.13%0.17%Q3 2021Q3 20239
RWJ INVESCO EXCH TRADED FD...990.09%0.13%0.15%Q3 2021Q3 20239
UNH UNITEDHEALTH GROUP INC810.09%0.13%0.23%Q1 2020Q3 20239
ICE INTERCONTINENTAL EXCHA...810.10%0.12%0.15%Q1 2020Q2 20239
FMC FMC CORP990.07%0.11%0.15%Q3 2021Q3 20239
VRTX VERTEX PHARMACEUTICALS...410.02%0.11%0.17%Q1 2020Q3 20239
IVE ISHARES TR990.06%0.10%0.13%Q3 2021Q3 20239
ED CONSOLIDATED EDISON INC410.01%0.10%0.13%Q1 2020Q3 20239
MTUM ISHARES TR210.01%0.27%0.58%Q1 2020Q3 20238
HYG ISHARES TR410.09%0.23%0.57%Q1 2020Q2 20238
WRK WESTROCK CO880.09%0.21%0.27%Q3 2021Q2 20238
XLU SELECT SECTOR SPDR TR880.14%0.20%0.23%Q3 2021Q2 20238
VIAC VIACOMCBS INC880.12%0.17%0.35%Q3 2021Q2 20238
SBAC SBA COMMUNICATIONS COR...610.09%0.14%0.17%Q1 2020Q2 20238
PFFA ETFIS SER TR I440.10%0.14%0.16%Q3 2021Q3 20238
PYPL PAYPAL HLDGS INC410.07%0.14%0.19%Q1 2020Q2 20238
PTNQ PACER FDS TR440.09%0.13%0.16%Q3 2021Q3 20238
HON HONEYWELL INTL INC210.10%1.53%9.57%Q1 2020Q2 20237
ARKW ARK ETF TR410.11%1.36%8.52%Q1 2021Q2 20237
BSV VANGUARD BD INDEX FDS510.08%1.30%2.42%Q4 2019Q3 20237
HD HOME DEPOT INC310.15%1.09%6.56%Q1 2020Q3 20237
EFA ISHARES TR410.14%0.36%0.79%Q3 2021Q3 20237
PFF ISHARES TR410.02%0.33%0.40%Q1 2020Q2 20237
DIS DISNEY WALT CO410.08%0.16%0.33%Q1 2020Q3 20237
OXY OCCIDENTAL PETE CORP310.01%0.15%0.45%Q1 2020Q3 20237
GOOG ALPHABET INC410.01%0.13%0.25%Q1 2020Q3 20237
IDXX IDEXX LABS INC210.02%0.12%0.15%Q1 2020Q3 20237
ALC ALCON INC410.03%0.11%0.14%Q1 2020Q2 20237
SHW SHERWIN WILLIAMS CO210.04%0.10%0.13%Q1 2020Q3 20237
TTD THE TRADE DESK INC210.09%0.90%4.76%Q1 2021Q2 20236
LAC LITHIUM AMERS CORP NEW210.11%0.84%4.28%Q1 2021Q2 20236
VUG VANGUARD INDEX FDS310.36%0.54%0.83%Q1 2020Q3 20236
VZ VERIZON COMMUNICATIONS...310.14%0.31%0.90%Q1 2020Q3 20236
BJK VANECK VECTORS ETF TR410.23%0.29%0.34%Q3 2021Q2 20236
RDVY FIRST TR EXCHANGE-TRAD...310.14%0.28%0.37%Q4 2021Q3 20236
PG PROCTER & GAMBLE CO310.09%0.27%0.53%Q1 2020Q3 20236
ANGL VANECK VECTORS ETF TR410.19%0.25%0.28%Q3 2021Q2 20236
RCD INVESCO EXCHANGE TRADE...410.16%0.22%0.25%Q3 2021Q2 20236
LVS LAS VEGAS SANDS CORP410.13%0.17%0.21%Q3 2021Q2 20236
ICVT ISHARES TR410.12%0.16%0.19%Q3 2021Q2 20236
DHR DANAHER CORPORATION210.11%0.14%0.16%Q1 2020Q2 20236
ETSY ETSY INC310.06%0.14%0.18%Q3 2021Q2 20236
HYGH ISHARES U S ETF TR410.09%0.13%0.14%Q3 2021Q2 20236
GPK GRAPHIC PACKAGING HLDG CO410.09%0.13%0.14%Q3 2021Q2 20236
AGGY WISDOMTREE TR410.09%0.12%0.13%Q3 2021Q2 20236
KRE SPDR SER TR410.08%0.12%0.13%Q3 2021Q2 20236
MCO MOODYS CORP410.08%0.11%0.13%Q3 2021Q2 20236
SONY SONY GROUP CORPORATION210.03%0.11%0.14%Q1 2020Q2 20236
TMO THERMO FISHER SCIENTIF...210.08%0.11%0.11%Q1 2020Q2 20236
ADSK AUTODESK INC210.08%0.10%0.12%Q1 2020Q2 20236
REM ISHARES TR559.06%12.24%17.56%Q4 2019Q4 20205
IEMG ISHARES INC551.03%1.48%1.98%Q4 2019Q4 20205
IEFA ISHARES TR551.04%1.35%1.58%Q4 2019Q4 20205
CLF CLEVELAND-CLIFFS INC NEW110.08%1.04%4.76%Q1 2021Q2 20235
SHY ISHARES TR210.10%0.93%2.58%Q1 2020Q3 20235
VMBS VANGUARD SCOTTSDALE FDS410.07%0.89%1.44%Q1 2020Q3 20235
APT ALPHA PRO TECH LTD110.02%0.50%2.36%Q1 2021Q2 20235
CMP COMPASS MINERALS INTL INC210.15%0.21%0.26%Q4 2021Q3 20235
MUB ISHARES TR310.10%0.20%0.29%Q1 2022Q3 20235
XMMO INVESCO EXCHANGE TRADE...210.14%0.19%0.20%Q3 2021Q2 20235
SE SEA LTD210.12%0.16%0.17%Q3 2021Q2 20235
RTX RAYTHEON TECHNOLOGIES ...210.12%0.14%0.14%Q3 2021Q2 20235
SGEN SEAGEN INC210.10%0.11%0.12%Q3 2021Q2 20235
BABA ALIBABA GROUP HLDG LTD310.08%0.11%0.16%Q1 2022Q3 20235
LIT GLOBAL X FDS310.08%0.11%0.12%Q4 2021Q2 20235
FIXD FIRST TR EXCHNG TRADED...210.08%0.10%0.12%Q3 2021Q2 20235
NVS NOVARTIS AG210.08%0.09%0.11%Q1 2020Q2 20235
CNI CANADIAN NATL RY CO110.03%0.09%0.12%Q1 2020Q2 20235
GPP GREEN PLAINS PARTNERS LP441.86%3.17%6.08%Q1 2020Q4 20204
VIG VANGUARD SPECIALIZED F...310.39%2.81%9.55%Q2 2021Q3 20234
WHF WHITEHORSE FIN INC441.31%2.16%2.75%Q1 2020Q4 20204
VTWO VANGUARD SCOTTSDALE FDS440.65%1.24%2.09%Q4 2019Q3 20204
VV VANGUARD INDEX FDS310.04%1.19%1.95%Q1 2020Q3 20234
VYM VANGUARD WHITEHALL FDS310.57%0.86%1.07%Q2 2021Q3 20234
ESGU ISHARES TR210.18%0.54%1.03%Q1 2020Q2 20234
NVO NOVO-NORDISK A S210.07%0.46%0.62%Q1 2020Q3 20234
QUAL ISHARES TR210.09%0.43%1.25%Q4 2019Q3 20234
IWD ISHARES TR310.12%0.42%0.74%Q3 2021Q3 20234
GLD SPDR GOLD TRUST110.07%0.41%0.94%Q1 2020Q3 20234
HDV ISHARES TR110.01%0.39%0.74%Q1 2020Q3 20234
ITA ISHARES TR310.09%0.38%1.25%Q4 2019Q3 20234
TSLA TESLA INC310.11%0.36%0.74%Q2 2021Q3 20234
GRMN GARMIN LTD110.29%0.36%0.40%Q1 2022Q3 20234
FTSM FIRST TR EXCHANGE-TRAD...110.23%0.26%0.29%Q1 2022Q3 20234
TT TRANE TECHNOLOGIES PLC310.04%0.24%0.38%Q1 2020Q3 20234
BX BLACKSTONE INC110.02%0.22%0.32%Q1 2020Q3 20234
AVGO BROADCOM INC110.01%0.19%0.36%Q1 2020Q3 20234
INTC INTEL CORP310.10%0.17%0.24%Q1 2020Q3 20234
BRKB BERKSHIRE HATHAWAY INC...310.08%0.13%0.20%Q1 2020Q3 20234
MRK MERCK & CO. INC310.08%0.11%0.19%Q1 2020Q3 20234
WMT WALMART INC310.10%0.11%0.12%Q1 2020Q3 20234
MS MORGAN STANLEY110.04%0.11%0.17%Q1 2020Q3 20234
CORT CORCEPT THERAPEUTICS INC110.08%0.11%0.13%Q3 2021Q2 20234
COP CONOCOPHILLIPS210.04%0.11%0.22%Q1 2020Q3 20234
PXD PIONEER NAT RES CO110.00%0.09%0.14%Q1 2020Q3 20234
DGRW WISDOMTREE TR310.07%0.08%0.10%Q4 2021Q3 20234
NFLX NETFLIX INC310.02%0.08%0.13%Q1 2020Q3 20234
BMRN BIOMARIN PHARMACEUTICA...110.00%0.07%0.11%Q1 2020Q2 20234
HWM HOWMET AEROSPACE INC210.10%1.79%5.16%Q1 2021Q4 20213
MDYG SPDR SER TR330.79%1.76%3.08%Q2 2020Q4 20203
SPYV SPDR SER TR110.10%0.99%2.77%Q4 2019Q3 20233
BLV VANGUARD BD INDEX FDS110.75%0.98%1.18%Q1 2020Q2 20213
VXF VANGUARD INDEX FDS210.70%0.84%1.09%Q1 2020Q4 20203
DVY ISHARES TR210.52%0.73%0.90%Q1 2020Q4 20203
FLOT ISHARES TR110.58%0.71%0.92%Q1 2020Q2 20213
SCHF SCHWAB STRATEGIC TR330.47%0.59%0.68%Q1 2023Q3 20233
MSB MESABI TR210.40%0.58%0.80%Q1 2020Q4 20203
VCIT VANGUARD SCOTTSDALE FDS330.46%0.56%0.68%Q1 2023Q3 20233
ICLN ISHARES TR210.30%0.56%0.74%Q1 2020Q4 20203
VO VANGUARD INDEX FDS330.46%0.54%0.65%Q1 2023Q3 20233
VBR VANGUARD INDEX FDS330.33%0.45%0.67%Q1 2023Q3 20233
SWK STANLEY BLACK & DECKER...110.27%0.42%0.52%Q3 2022Q3 20233
TIP ISHARES TR110.14%0.42%0.73%Q1 2020Q2 20213
MMM 3M CO110.09%0.39%0.95%Q1 2020Q2 20233
STX SEAGATE TECHNOLOGY HLD...110.27%0.38%0.45%Q3 2022Q3 20233
EFG ISHARES TR210.08%0.35%0.50%Q3 2020Q2 20233
IWM ISHARES TR330.26%0.32%0.44%Q1 2023Q3 20233
BUFR FIRST TR EXCHNG TRADED...110.26%0.29%0.30%Q3 2022Q3 20233
FJUL FIRST TR EXCHNG TRADED...330.08%0.26%0.56%Q1 2023Q3 20233
XLE SELECT SECTOR SPDR TR330.14%0.22%0.36%Q1 2023Q3 20233
FDL FIRST TR MORNINGSTAR D...110.13%0.22%0.27%Q3 2022Q3 20233
F FORD MTR CO DEL110.00%0.21%0.54%Q1 2020Q2 20233
FAUG FIRST TR EXCHNG TRADED...330.15%0.21%0.24%Q1 2023Q3 20233
FTSL FIRST TR EXCHANGE-TRAD...330.10%0.20%0.40%Q1 2023Q3 20233
PFG PRINCIPAL FINANCIAL GR...330.19%0.19%0.20%Q1 2023Q3 20233
BUFD FIRST TR EXCHNG TRADED...110.17%0.18%0.20%Q3 2022Q3 20233
FMAY FIRST TR EXCHNG TRADED...330.11%0.18%0.26%Q1 2023Q3 20233
TROW PRICE T ROWE GROUP INC110.16%0.17%0.18%Q3 2022Q3 20233
VDC VANGUARD WORLD FDS330.15%0.17%0.21%Q1 2023Q3 20233
ESGV VANGUARD WORLD FD110.14%0.16%0.18%Q3 2022Q3 20233
QDEC FIRST TR EXCHNG TRADED...330.12%0.14%0.17%Q1 2023Q3 20233
LMBS FIRST TR EXCHANGE-TRAD...330.08%0.14%0.19%Q1 2023Q3 20233
EFV ISHARES TR330.09%0.13%0.16%Q1 2023Q3 20233
XLF SELECT SECTOR SPDR TR330.06%0.13%0.25%Q1 2023Q3 20233
MCD MCDONALDS CORP210.08%0.12%0.19%Q1 2020Q3 20233
D DOMINION ENERGY INC110.01%0.12%0.19%Q1 2020Q3 20233
VB VANGUARD INDEX FDS330.09%0.12%0.14%Q1 2023Q3 20233
DFAC DIMENSIONAL ETF TRUST330.07%0.12%0.21%Q1 2023Q3 20233
VCEB VANGUARD WORLD FD110.11%0.12%0.12%Q3 2022Q3 20233
SBSI SOUTHSIDE BANCSHARES INC330.10%0.11%0.14%Q1 2023Q3 20233
USMV ISHARES TR210.07%0.11%0.17%Q1 2020Q3 20233
QCRH QCR HOLDINGS INC330.10%0.11%0.12%Q1 2023Q3 20233
VGT VANGUARD WORLD FDS330.09%0.10%0.12%Q1 2023Q3 20233
ADBE ADOBE SYSTEMS INCORPOR...210.08%0.10%0.14%Q1 2020Q3 20233
UNM UNUM GROUP330.09%0.10%0.12%Q1 2023Q3 20233
IR INGERSOLL RAND INC330.09%0.10%0.10%Q1 2023Q3 20233
IUSB ISHARES TR330.07%0.10%0.11%Q1 2023Q3 20233
CNQ CANADIAN NAT RES LTD110.07%0.09%0.13%Q1 2022Q3 20233
TXN TEXAS INSTRS INC110.07%0.09%0.11%Q1 2020Q3 20233
GM GENERAL MTRS CO210.02%0.08%0.16%Q1 2020Q2 20233
VOE VANGUARD INDEX FDS330.07%0.08%0.08%Q1 2023Q3 20233
XLP SELECT SECTOR SPDR TR330.07%0.07%0.08%Q1 2023Q3 20233
ET ENERGY TRANSFER L P330.06%0.06%0.06%Q1 2023Q3 20233
DNP DNP SELECT INCOME FD INC330.04%0.05%0.07%Q1 2023Q3 20233
LFT LUMENT FINANCE TRUST INC330.01%0.01%0.01%Q1 2023Q3 20233
UPRO PROSHARES TR115.77%8.24%10.70%Q4 2019Q2 20202
UVXY PROSHARES TR II226.00%6.52%7.04%Q4 2020Q1 20212
SPXL DIREXION SHS ETF TR223.32%5.15%6.99%Q3 2020Q4 20202
SPXS DIREXION SHS ETF TR220.22%2.79%5.36%Q3 2020Q4 20202
ARKK ARK ETF TR110.23%2.71%5.19%Q1 2021Q2 20232
SHV ISHARES TR220.51%2.60%4.69%Q4 2019Q1 20202
VCSH VANGUARD SCOTTSDALE FDS110.07%1.84%3.60%Q2 2021Q1 20232
SCHD SCHWAB STRATEGIC TR110.63%0.73%0.83%Q1 2023Q3 20232
MDYV SPDR SER TR110.12%0.68%1.24%Q4 2020Q1 20222
TLT ISHARES TR110.45%0.62%0.79%Q1 2020Q3 20202
SO SOUTHERN CO110.04%0.60%1.15%Q1 2020Q2 20212
IWC ISHARES TR110.37%0.53%0.69%Q1 2020Q3 20202
RDSA ROYAL DUTCH SHELL PLC110.43%0.47%0.51%Q1 2020Q4 20202
BKLN INVESCO EXCH TRADED FD...110.35%0.44%0.52%Q1 2020Q3 20202
IYR ISHARES TR110.38%0.44%0.49%Q1 2020Q3 20202
TLH ISHARES TR110.33%0.42%0.52%Q1 2020Q3 20202
IWF ISHARES TR220.38%0.40%0.41%Q1 2023Q2 20232
ADP AUTOMATIC DATA PROCESS...110.06%0.39%0.73%Q1 2020Q2 20212
DSI ISHARES TR110.21%0.33%0.45%Q1 2020Q3 20202
LYV LIVE NATION ENTERTAINM...110.01%0.32%0.64%Q1 2020Q2 20212
MGM MGM RESORTS INTERNATIONAL110.01%0.32%0.62%Q1 2020Q2 20212
BMAY INNOVATOR ETFS TR110.28%0.30%0.32%Q1 2023Q3 20232
MINT PIMCO ETF TR110.15%0.30%0.44%Q1 2023Q3 20232
FOCT FIRST TR EXCHNG TRADED...220.26%0.27%0.28%Q1 2023Q2 20232
FJUN FIRST TR EXCHNG TRADED...220.15%0.22%0.29%Q1 2023Q2 20232
FNDX SCHWAB STRATEGIC TR220.11%0.20%0.29%Q4 2021Q1 20222
BSEP INNOVATOR ETFS TR110.18%0.20%0.22%Q1 2023Q3 20232
SCHP SCHWAB STRATEGIC TR220.18%0.19%0.21%Q1 2023Q2 20232
PRFZ INVESCO EXCHANGE TRADE...110.16%0.19%0.22%Q1 2023Q3 20232
JPST J P MORGAN EXCHANGE TR...110.07%0.19%0.30%Q1 2023Q3 20232
PRF INVESCO EXCHANGE TRADE...110.18%0.18%0.18%Q1 2023Q3 20232
SYLD CAMBRIA ETF TR220.10%0.18%0.26%Q4 2021Q1 20222
STLA STELLANTIS N.V110.16%0.17%0.18%Q1 2023Q3 20232
NOBL PROSHARES TR110.01%0.17%0.33%Q1 2020Q2 20212
RWR SPDR SER TR220.08%0.16%0.24%Q2 2023Q3 20232
IMCB ISHARES TR110.14%0.15%0.15%Q1 2023Q3 20232
VEU VANGUARD INTL EQUITY I...110.08%0.15%0.22%Q1 2020Q2 20232
IJT ISHARES TR110.10%0.15%0.19%Q1 2023Q3 20232
UCON FIRST TR EXCHNG TRADED...110.15%0.15%0.15%Q1 2023Q3 20232
SPGP INVESCO EXCHANGE TRADE...110.14%0.14%0.14%Q1 2023Q3 20232
TWTR TWITTER INC110.03%0.14%0.25%Q1 2020Q2 20212
JEPI J P MORGAN EXCHANGE TR...110.11%0.14%0.16%Q1 2023Q3 20232
IWN ISHARES TR110.12%0.12%0.13%Q1 2023Q3 20232
ISRG INTUITIVE SURGICAL INC220.12%0.12%0.13%Q2 2023Q3 20232
AB ALLIANCEBERNSTEIN HLDG...110.11%0.12%0.13%Q1 2023Q3 20232
DAPR FIRST TR EXCHNG TRADED...110.08%0.12%0.15%Q1 2023Q3 20232
CWI SPDR INDEX SHS FDS110.08%0.11%0.15%Q1 2023Q3 20232
SBUX STARBUCKS CORP110.08%0.10%0.13%Q1 2020Q2 20232
LVHI LEGG MASON ETF INVT110.10%0.10%0.10%Q1 2023Q3 20232
IWO ISHARES TR110.08%0.09%0.10%Q1 2023Q3 20232
FMAR FIRST TR EXCHNG TRADED...110.09%0.09%0.10%Q1 2023Q3 20232
ROKU ROKU INC110.07%0.09%0.11%Q4 2021Q2 20232
BDEC INNOVATOR ETFS TR110.09%0.09%0.09%Q1 2023Q3 20232
PHK PIMCO HIGH INCOME FD110.07%0.09%0.11%Q1 2023Q3 20232
INFL LISTED FD TR110.07%0.09%0.11%Q1 2023Q3 20232
UFCS UNITED FIRE GROUP INC220.08%0.08%0.09%Q1 2023Q2 20232
HEFA ISHARES TR110.08%0.08%0.09%Q1 2023Q3 20232
LHX L3HARRIS TECHNOLOGIES INC110.07%0.08%0.10%Q1 2023Q3 20232
MAS MASCO CORP110.08%0.08%0.09%Q1 2020Q3 20232
RAAX VANECK ETF TRUST110.07%0.08%0.08%Q1 2023Q3 20232
LLY LILLY ELI & CO110.07%0.08%0.08%Q1 2020Q3 20232
LNG CHENIERE ENERGY INC110.07%0.07%0.08%Q1 2023Q3 20232
CORP PIMCO ETF TR220.07%0.07%0.08%Q1 2023Q2 20232
MU MICRON TECHNOLOGY INC110.03%0.07%0.11%Q1 2020Q3 20232
YUM YUM BRANDS INC110.06%0.07%0.08%Q1 2020Q3 20232
ATVI ACTIVISION BLIZZARD INC110.07%0.07%0.07%Q1 2020Q1 20232
NEM NEWMONT CORP110.01%0.06%0.12%Q1 2020Q1 20222
GSK GLAXOSMITHKLINE PLC110.05%0.05%0.06%Q1 2020Q2 20212
APTV APTIV PLC110.00%0.05%0.10%Q1 2020Q2 20232
TERRAN ORBITAL CORPORA...110.01%0.01%0.01%Q1 2023Q3 20232
ADN ADVENT TECHNOLOGIES HO...110.00%0.00%0.00%Q1 2023Q3 20232
ARKG ARK ETF TR114.90%4.90%4.90%Q1 2021Q1 20211
EMTY PROSHARES TR114.87%4.87%4.87%Q2 2020Q2 20201
BDCS UBS AG JERSEY BRH114.47%4.47%4.47%Q4 2019Q4 20191
PFL PIMCO INCOME STRATEGY ...113.43%3.43%3.43%Q4 2019Q4 20191
LVHD LEGG MASON ETF INVT TR113.18%3.18%3.18%Q2 2021Q2 20211
SSO PROSHARES TR112.48%2.48%2.48%Q1 2020Q1 20201
MLPG UBS AG JERSEY BRH112.31%2.31%2.31%Q4 2019Q4 20191
ORLY OREILLY AUTOMOTIVE INC112.06%2.06%2.06%Q2 2021Q2 20211
CWB SPDR SER TR111.89%1.89%1.89%Q2 2021Q2 20211
CTAS CINTAS CORP111.59%1.59%1.59%Q2 2021Q2 20211
TQQQ PROSHARES TR111.25%1.25%1.25%Q3 2020Q3 20201
ES EVERSOURCE ENERGY111.24%1.24%1.24%Q2 2021Q2 20211
BR BROADRIDGE FINL SOLUTI...111.17%1.17%1.17%Q2 2021Q2 20211
SPHD INVESCO EXCH TRADED FD...110.88%0.88%0.88%Q2 2021Q2 20211
IEF ISHARES TR110.83%0.83%0.83%Q1 2020Q1 20201
CCOR LISTED FD TR110.77%0.77%0.77%Q1 2020Q1 20201
GWGH GWG HLDGS INC110.77%0.77%0.77%Q4 2019Q4 20191
MRO MARATHON OIL CORP110.74%0.74%0.74%Q2 2021Q2 20211
SMMV ISHARES TR110.69%0.69%0.69%Q2 2021Q2 20211
GEL GENESIS ENERGY L P110.63%0.63%0.63%Q2 2021Q2 20211
SIX SIX FLAGS ENTMT CORP NEW110.63%0.63%0.63%Q2 2021Q2 20211
IWR ISHARES TR110.58%0.58%0.58%Q2 2021Q2 20211
VXX BARCLAYS BANK PLC110.42%0.42%0.42%Q4 2020Q4 20201
TGS TRANSPORTADORA DE GAS SUR110.40%0.40%0.40%Q1 2020Q1 20201
VT VANGUARD INTL EQUITY I...110.38%0.38%0.38%Q2 2021Q2 20211
LUV SOUTHWEST AIRLS CO110.35%0.35%0.35%Q3 2021Q3 20211
GOVT ISHARES TR110.31%0.31%0.31%Q1 2020Q1 20201
ITOT ISHARES TR110.30%0.30%0.30%Q1 2020Q1 20201
FNDF SCHWAB STRATEGIC TR110.28%0.28%0.28%Q2 2023Q2 20231
AVUS AMERICAN CENTY ETF TR110.27%0.27%0.27%Q3 2023Q3 20231
REGL PROSHARES TR110.26%0.26%0.26%Q2 2021Q2 20211
ARLP ALLIANCE RES PARTNER L P110.23%0.23%0.23%Q1 2020Q1 20201
PULS PGIM ETF TR110.23%0.23%0.23%Q3 2023Q3 20231
ACN ACCENTURE PLC IRELAND110.22%0.22%0.22%Q1 2020Q1 20201
SPXU PROSHARES TR110.22%0.22%0.22%Q3 2020Q3 20201
SCHZ SCHWAB STRATEGIC TR110.20%0.20%0.20%Q2 2021Q2 20211
SDVY FIRST TR EXCHANGE-TRAD...110.20%0.20%0.20%Q3 2023Q3 20231
SNPS SYNOPSYS INC110.18%0.18%0.18%Q1 2020Q1 20201
ESGE ISHARES INC110.18%0.18%0.18%Q1 2020Q1 20201
IAGG ISHARES TR110.18%0.18%0.18%Q1 2020Q1 20201
FXG FIRST TR EXCHANGE TRAD...110.18%0.18%0.18%Q3 2022Q3 20221
IVW ISHARES TR110.18%0.18%0.18%Q1 2022Q1 20221
EMB ISHARES TR110.17%0.17%0.17%Q1 2020Q1 20201
ZTS ZOETIS INC110.16%0.16%0.16%Q1 2020Q1 20201
NTRA NATERA INC110.16%0.16%0.16%Q2 2023Q2 20231
TJX TJX COS INC NEW110.16%0.16%0.16%Q1 2020Q1 20201
RYU INVESCO EXCHANGE TRADE...110.15%0.15%0.15%Q2 2021Q2 20211
HYLD EXCHANGE LISTED FDS TR110.15%0.15%0.15%Q2 2021Q2 20211
MORT VANECK VECTORS ETF TR110.14%0.14%0.14%Q2 2021Q2 20211
IXN ISHARES TR110.14%0.14%0.14%Q1 2020Q1 20201
NEE NEXTERA ENERGY INC110.14%0.14%0.14%Q1 2020Q1 20201
AVIG AMERICAN CENTY ETF TR110.14%0.14%0.14%Q3 2023Q3 20231
FSK FS KKR CAP CORP110.14%0.14%0.14%Q2 2023Q2 20231
CFMS CONFORMIS INC110.12%0.12%0.12%Q2 2021Q2 20211
AMT AMERICAN TOWER CORP NEW110.12%0.12%0.12%Q1 2020Q1 20201
DHI D R HORTON INC110.12%0.12%0.12%Q1 2020Q1 20201
TDTT FLEXSHARES TR110.12%0.12%0.12%Q3 2022Q3 20221
VONG VANGUARD SCOTTSDALE FDS110.11%0.11%0.11%Q3 2023Q3 20231
HIG HARTFORD FINL SVCS GRO...110.11%0.11%0.11%Q2 2021Q2 20211
YJUN FIRST TR EXCHNG TRADED...110.11%0.11%0.11%Q1 2023Q1 20231
FGD FIRST TR EXCHANGE TRAD...110.11%0.11%0.11%Q2 2023Q2 20231
ANSS ANSYS INC110.11%0.11%0.11%Q1 2020Q1 20201
PKW INVESCO EXCHANGE TRADE...110.11%0.11%0.11%Q3 2023Q3 20231
YCBD CBDMD INC110.10%0.10%0.10%Q2 2021Q2 20211
AMAT APPLIED MATLS INC110.10%0.10%0.10%Q1 2020Q1 20201
NEAR ISHARES U S ETF TR110.10%0.10%0.10%Q1 2020Q1 20201
CBRE CBRE GROUP INC110.10%0.10%0.10%Q1 2020Q1 20201
USO UNITED STS OIL FD LP110.10%0.10%0.10%Q2 2023Q2 20231
PEY INVESCO EXCHANGE TRADE...110.10%0.10%0.10%Q3 2022Q3 20221
CHTR CHARTER COMMUNICATIONS...110.10%0.10%0.10%Q1 2022Q1 20221
EA ELECTRONIC ARTS INC110.10%0.10%0.10%Q3 2023Q3 20231
SIZE ISHARES TR110.10%0.10%0.10%Q1 2020Q1 20201
LOW LOWES COS INC110.10%0.10%0.10%Q1 2020Q1 20201
CMCSA COMCAST CORP NEW110.10%0.10%0.10%Q1 2020Q1 20201
NKE NIKE INC110.10%0.10%0.10%Q1 2020Q1 20201
RSG REPUBLIC SVCS INC110.10%0.10%0.10%Q1 2020Q1 20201
GPN GLOBAL PMTS INC110.10%0.10%0.10%Q1 2020Q1 20201
AVDE AMERICAN CENTY ETF TR110.10%0.10%0.10%Q3 2023Q3 20231
VONV VANGUARD SCOTTSDALE FDS110.10%0.10%0.10%Q3 2023Q3 20231
ORCL ORACLE CORP110.09%0.09%0.09%Q1 2020Q1 20201
PRIM PRIMORIS SVCS CORP110.09%0.09%0.09%Q1 2020Q1 20201
KEYS KEYSIGHT TECHNOLOGIES INC110.09%0.09%0.09%Q1 2020Q1 20201
ECL ECOLAB INC110.09%0.09%0.09%Q1 2020Q1 20201
FNOV FIRST TR EXCHNG TRADED...110.09%0.09%0.09%Q1 2023Q1 20231
BRP BRP GROUP INC110.09%0.09%0.09%Q1 2023Q1 20231
A AGILENT TECHNOLOGIES INC110.09%0.09%0.09%Q1 2020Q1 20201
TM TOYOTA MOTOR CORP110.09%0.09%0.09%Q1 2020Q1 20201
CL COLGATE PALMOLIVE CO110.08%0.08%0.08%Q1 2020Q1 20201
MSTR MICROSTRATEGY INC110.08%0.08%0.08%Q3 2023Q3 20231
DUK DUKE ENERGY CORP NEW110.08%0.08%0.08%Q1 2020Q1 20201
WFC WELLS FARGO CO NEW110.08%0.08%0.08%Q1 2020Q1 20201
INNOVATOR ETFS TR110.08%0.08%0.08%Q3 2023Q3 20231
QCLN FIRST TR EXCHANGE-TRAD...110.08%0.08%0.08%Q2 2023Q2 20231
RZG INVESCO EXCHANGE TRADE...110.08%0.08%0.08%Q2 2023Q2 20231
VNQ VANGUARD INDEX FDS110.08%0.08%0.08%Q2 2023Q2 20231
CAPITAL GROUP DIVIDEND...110.08%0.08%0.08%Q3 2023Q3 20231
BMRC BANK MARIN BANCORP110.08%0.08%0.08%Q2 2023Q2 20231
C CITIGROUP INC110.08%0.08%0.08%Q1 2020Q1 20201
IYJ ISHARES TR110.08%0.08%0.08%Q2 2023Q2 20231
ILMN ILLUMINA INC110.07%0.07%0.07%Q1 2023Q1 20231
WMB WILLIAMS COS INC110.07%0.07%0.07%Q2 2023Q2 20231
AVSF AMERICAN CENTY ETF TR110.07%0.07%0.07%Q3 2023Q3 20231
PHILLIPS EDISON & CO INC110.07%0.07%0.07%Q1 2023Q1 20231
IWV ISHARES TR110.07%0.07%0.07%Q3 2023Q3 20231
FSEP FIRST TR EXCHNG TRADED...110.07%0.07%0.07%Q1 2023Q1 20231
SWKS SKYWORKS SOLUTIONS INC110.07%0.07%0.07%Q1 2020Q1 20201
COLD AMERICOLD RLTY TR110.07%0.07%0.07%Q1 2020Q1 20201
HRL HORMEL FOODS CORP110.07%0.07%0.07%Q1 2020Q1 20201
GILD GILEAD SCIENCES INC110.07%0.07%0.07%Q1 2020Q1 20201
CSX CSX CORP110.07%0.07%0.07%Q1 2020Q1 20201
PLD PROLOGIS INC.110.07%0.07%0.07%Q1 2020Q1 20201
FAPR FIRST TR EXCHNG TRADED...110.07%0.07%0.07%Q3 2023Q3 20231
FLMI FRANKLIN TEMPLETON ETF TR110.07%0.07%0.07%Q1 2023Q1 20231
SPSM SPDR SER TR110.07%0.07%0.07%Q2 2023Q2 20231
DFUS DIMENSIONAL ETF TRUST110.07%0.07%0.07%Q2 2023Q2 20231
PAUG INNOVATOR ETFS TR110.07%0.07%0.07%Q3 2023Q3 20231
FIRST TR EXCHNG TRADED...110.07%0.07%0.07%Q3 2023Q3 20231
ROST ROSS STORES INC110.06%0.06%0.06%Q1 2020Q1 20201
WEC WEC ENERGY GROUP INC110.06%0.06%0.06%Q1 2020Q1 20201
PXF INVESCO EXCH TRADED FD...110.06%0.06%0.06%Q1 2023Q1 20231
TSM TAIWAN SEMICONDUCTOR M...110.06%0.06%0.06%Q1 2020Q1 20201
UTX UNITED TECHNOLOGIES CORP110.06%0.06%0.06%Q1 2020Q1 20201
TMUS T MOBILE US INC110.06%0.06%0.06%Q1 2020Q1 20201
RGA REINSURANCE GRP OF AME...110.06%0.06%0.06%Q1 2020Q1 20201
TTC TORO CO110.06%0.06%0.06%Q1 2020Q1 20201
GE GENERAL ELECTRIC CO110.06%0.06%0.06%Q1 2020Q1 20201
AXP AMERICAN EXPRESS CO110.06%0.06%0.06%Q1 2020Q1 20201
XLNX XILINX INC110.06%0.06%0.06%Q1 2020Q1 20201
SNN SMITH & NEPHEW GROUP PLC110.05%0.05%0.05%Q1 2020Q1 20201
BKI BLACK KNIGHT INC110.05%0.05%0.05%Q1 2020Q1 20201
LIN LINDE PLC110.05%0.05%0.05%Q1 2020Q1 20201
AKAM AKAMAI TECHNOLOGIES INC110.05%0.05%0.05%Q1 2020Q1 20201
SAP SAP SE110.05%0.05%0.05%Q1 2020Q1 20201
INTU INTUIT110.05%0.05%0.05%Q1 2020Q1 20201
CDW CDW CORP110.05%0.05%0.05%Q1 2020Q1 20201
FBHS FORTUNE BRANDS HOME & ...110.05%0.05%0.05%Q1 2020Q1 20201
BIO BIO RAD LABS INC110.05%0.05%0.05%Q1 2020Q1 20201
DEO DIAGEO P L C110.05%0.05%0.05%Q1 2020Q1 20201
SHYG ISHARES TR110.05%0.05%0.05%Q1 2020Q1 20201
ALXN ALEXION PHARMACEUTICAL...110.05%0.05%0.05%Q1 2020Q1 20201
AEE AMEREN CORP110.05%0.05%0.05%Q1 2020Q1 20201
EL LAUDER ESTEE COS INC110.05%0.05%0.05%Q1 2020Q1 20201
HLI HOULIHAN LOKEY INC110.05%0.05%0.05%Q1 2020Q1 20201
BCS BARCLAYS PLC110.05%0.05%0.05%Q1 2020Q1 20201
BFB BROWN FORMAN CORP110.05%0.05%0.05%Q1 2020Q1 20201
CCMP CABOT MICROELECTRONICS...110.05%0.05%0.05%Q1 2020Q1 20201
TGT TARGET CORP110.05%0.05%0.05%Q1 2020Q1 20201
RS RELIANCE STEEL & ALUMI...110.05%0.05%0.05%Q1 2020Q1 20201
SRCL STERICYCLE INC110.05%0.05%0.05%Q1 2020Q1 20201
EMR EMERSON ELEC CO110.05%0.05%0.05%Q1 2020Q1 20201
MSCI MSCI INC110.04%0.04%0.04%Q1 2020Q1 20201
PNC PNC FINL SVCS GROUP INC110.04%0.04%0.04%Q1 2020Q1 20201
RJF RAYMOND JAMES FINANCIA...110.04%0.04%0.04%Q1 2020Q1 20201
JKHY HENRY JACK & ASSOC INC110.04%0.04%0.04%Q1 2020Q1 20201
CP CANADIAN PAC RY LTD110.04%0.04%0.04%Q1 2020Q1 20201
IGIB ISHARES TR110.04%0.04%0.04%Q1 2020Q1 20201
ASML ASML HOLDING N V110.04%0.04%0.04%Q1 2020Q1 20201
HDB HDFC BANK LTD110.04%0.04%0.04%Q1 2020Q1 20201
ST SENSATA TECHNOLOGIES H...110.04%0.04%0.04%Q1 2020Q1 20201
KMI KINDER MORGAN INC DEL110.04%0.04%0.04%Q1 2020Q1 20201
UN UNILEVER N V110.04%0.04%0.04%Q1 2020Q1 20201
PKG PACKAGING CORP AMER110.04%0.04%0.04%Q1 2020Q1 20201
GATX GATX CORP110.04%0.04%0.04%Q1 2020Q1 20201
OKTA OKTA INC110.04%0.04%0.04%Q1 2020Q1 20201
SHOP SHOPIFY INC110.04%0.04%0.04%Q1 2020Q1 20201
SYY SYSCO CORP110.04%0.04%0.04%Q1 2020Q1 20201
DOV DOVER CORP110.04%0.04%0.04%Q1 2020Q1 20201
ABC AMERISOURCEBERGEN CORP110.04%0.04%0.04%Q1 2020Q1 20201
SNY SANOFI110.04%0.04%0.04%Q1 2020Q1 20201
H HYATT HOTELS CORP110.04%0.04%0.04%Q1 2020Q1 20201
TTE TOTAL S.A.110.04%0.04%0.04%Q1 2020Q1 20201
WWD WOODWARD INC110.04%0.04%0.04%Q1 2020Q1 20201
SNA SNAP ON INC110.04%0.04%0.04%Q1 2020Q1 20201
RNR RENAISSANCERE HOLDINGS...110.04%0.04%0.04%Q1 2020Q1 20201
PSX PHILLIPS 66110.04%0.04%0.04%Q1 2020Q1 20201
UBER UBER TECHNOLOGIES INC110.04%0.04%0.04%Q1 2020Q1 20201
FDS FACTSET RESH SYS INC110.04%0.04%0.04%Q1 2020Q1 20201
UEC URANIUM ENERGY CORP110.04%0.04%0.04%Q3 2021Q3 20211
LH LABORATORY CORP AMER H...110.03%0.03%0.03%Q1 2020Q1 20201
EBAY EBAY INC110.03%0.03%0.03%Q1 2020Q1 20201
SYNH SYNEOS HEALTH INC110.03%0.03%0.03%Q1 2020Q1 20201
RMD RESMED INC110.03%0.03%0.03%Q1 2020Q1 20201
AOS SMITH A O CORP110.03%0.03%0.03%Q1 2020Q1 20201
MUFG MITSUBISHI UFJ FINL GR...110.03%0.03%0.03%Q1 2020Q1 20201
PEAK HEALTHPEAK PROPERTIES INC110.03%0.03%0.03%Q1 2020Q1 20201
CB CHUBB LIMITED110.03%0.03%0.03%Q1 2020Q1 20201
GD GENERAL DYNAMICS CORP110.03%0.03%0.03%Q1 2020Q1 20201
HCA HCA HEALTHCARE INC110.03%0.03%0.03%Q1 2020Q1 20201
BXP BOSTON PROPERTIES INC110.03%0.03%0.03%Q1 2020Q1 20201
J JACOBS ENGR GROUP INC110.03%0.03%0.03%Q1 2020Q1 20201
HLT HILTON WORLDWIDE HLDGS...110.03%0.03%0.03%Q1 2020Q1 20201
SMFG SUMITOMO MITSUI FINL G...110.03%0.03%0.03%Q1 2020Q1 20201
IP INTL PAPER CO110.03%0.03%0.03%Q1 2020Q1 20201
PHG KONINKLIJKE PHILIPS N V110.03%0.03%0.03%Q1 2020Q1 20201
LW LAMB WESTON HLDGS INC110.03%0.03%0.03%Q1 2020Q1 20201
LULU LULULEMON ATHLETICA INC110.03%0.03%0.03%Q1 2020Q1 20201
MTCH MATCH GROUP INC110.03%0.03%0.03%Q1 2020Q1 20201
MELI MERCADOLIBRE INC110.03%0.03%0.03%Q1 2020Q1 20201
MTD METTLER TOLEDO INTERNA...110.03%0.03%0.03%Q1 2020Q1 20201
ABB ABB LTD110.03%0.03%0.03%Q1 2020Q1 20201
PHM PULTE GROUP INC110.03%0.03%0.03%Q1 2020Q1 20201
EV EATON VANCE CORP110.03%0.03%0.03%Q1 2020Q1 20201
EMN EASTMAN CHEM CO110.03%0.03%0.03%Q1 2020Q1 20201
SEE SEALED AIR CORP NEW110.03%0.03%0.03%Q1 2020Q1 20201
SF STIFEL FINL CORP110.03%0.03%0.03%Q1 2020Q1 20201
TFC TRUIST FINL CORP110.03%0.03%0.03%Q1 2020Q1 20201
ARW ARROW ELECTRS INC110.03%0.03%0.03%Q1 2020Q1 20201
VOD VODAFONE GROUP PLC NEW110.03%0.03%0.03%Q1 2020Q1 20201
ALL ALLSTATE CORP110.03%0.03%0.03%Q1 2020Q1 20201
ALB ALBEMARLE CORP110.03%0.03%0.03%Q1 2020Q1 20201
JCI JOHNSON CTLS INTL PLC110.03%0.03%0.03%Q1 2020Q1 20201
STX SEAGATE TECHNOLOGY PLC110.03%0.03%0.03%Q1 2020Q1 20201
STE STERIS PLC110.03%0.03%0.03%Q1 2020Q1 20201
UBS UBS GROUP AG110.03%0.03%0.03%Q1 2020Q1 20201
AVAH AVEANNA HEALTHCARE HLD...110.03%0.03%0.03%Q2 2023Q2 20231
OXYWS OCCIDENTAL PETE CORP110.02%0.02%0.02%Q2 2021Q2 20211
ALLY ALLY FINL INC110.02%0.02%0.02%Q1 2020Q1 20201
AGNC AGNC INVT CORP110.02%0.02%0.02%Q1 2020Q1 20201
CRWD CROWDSTRIKE HLDGS INC110.02%0.02%0.02%Q1 2020Q1 20201
AZN ASTRAZENECA PLC110.02%0.02%0.02%Q1 2020Q1 20201
KEY KEYCORP110.02%0.02%0.02%Q1 2020Q1 20201
XEL XCEL ENERGY INC110.02%0.02%0.02%Q1 2020Q1 20201
PDBC INVESCO ACTIVELY MANAG...110.02%0.02%0.02%Q1 2020Q1 20201
JPUS J P MORGAN EXCHANGE-TR...110.02%0.02%0.02%Q1 2020Q1 20201
NRG NRG ENERGY INC110.02%0.02%0.02%Q1 2020Q1 20201
RIO RIO TINTO PLC110.02%0.02%0.02%Q1 2020Q1 20201
KMX CARMAX INC110.02%0.02%0.02%Q1 2020Q1 20201
CAJ CANON INC110.02%0.02%0.02%Q1 2020Q1 20201
XRAY DENTSPLY SIRONA INC110.02%0.02%0.02%Q1 2020Q1 20201
LRGF ISHARES TR110.02%0.02%0.02%Q1 2020Q1 20201
DDOG DATADOG INC110.02%0.02%0.02%Q1 2020Q1 20201
MO ALTRIA GROUP INC110.02%0.02%0.02%Q1 2020Q1 20201
PAYX PAYCHEX INC110.02%0.02%0.02%Q1 2020Q1 20201
BLK BLACKROCK INC110.02%0.02%0.02%Q1 2020Q1 20201
BWA BORGWARNER INC110.02%0.02%0.02%Q1 2020Q1 20201
HMC HONDA MOTOR LTD110.02%0.02%0.02%Q1 2020Q1 20201
HST HOST HOTELS & RESORTS INC110.02%0.02%0.02%Q1 2020Q1 20201
AL AIR LEASE CORP110.02%0.02%0.02%Q1 2020Q1 20201
AES AES CORP110.02%0.02%0.02%Q1 2020Q1 20201
CSM PROSHARES TR110.02%0.02%0.02%Q1 2020Q1 20201
SQ SQUARE INC110.02%0.02%0.02%Q1 2020Q1 20201
BTI BRITISH AMERN TOB PLC110.02%0.02%0.02%Q1 2020Q1 20201
BCE BCE INC110.02%0.02%0.02%Q1 2020Q1 20201
LRCX LAM RESEARCH CORP110.02%0.02%0.02%Q1 2020Q1 20201
BP BP PLC110.02%0.02%0.02%Q1 2020Q1 20201
DG DOLLAR GEN CORP NEW110.02%0.02%0.02%Q1 2020Q1 20201
VER VEREIT INC110.02%0.02%0.02%Q1 2020Q1 20201
GPC GENUINE PARTS CO110.02%0.02%0.02%Q1 2020Q1 20201
TLRY TILRAY INC110.02%0.02%0.02%Q2 2021Q2 20211
RPM RPM INTL INC110.02%0.02%0.02%Q1 2020Q1 20201
TRP TC ENERGY CORP110.02%0.02%0.02%Q1 2020Q1 20201
DVYE ISHARES INC110.02%0.02%0.02%Q1 2020Q1 20201
MET METLIFE INC110.02%0.02%0.02%Q1 2020Q1 20201
DAL DELTA AIR LINES INC DEL110.02%0.02%0.02%Q1 2020Q1 20201
IRM IRON MTN INC NEW110.02%0.02%0.02%Q1 2020Q1 20201
AIG AMERICAN INTL GROUP INC110.02%0.02%0.02%Q1 2020Q1 20201
COF CAPITAL ONE FINL CORP110.02%0.02%0.02%Q1 2020Q1 20201
IVZ INVESCO LTD110.02%0.02%0.02%Q1 2020Q1 20201
RACE FERRARI N V110.02%0.02%0.02%Q1 2020Q1 20201
WY WEYERHAEUSER CO110.02%0.02%0.02%Q1 2020Q1 20201
ICLR ICON PLC110.02%0.02%0.02%Q1 2020Q1 20201
KR KROGER CO110.02%0.02%0.02%Q1 2020Q1 20201
ATI ALLEGHENY TECHNOLOGIES...110.02%0.02%0.02%Q1 2020Q1 20201
TWLO TWILIO INC110.02%0.02%0.02%Q1 2020Q1 20201
MLNX MELLANOX TECHNOLOGIES LTD110.02%0.02%0.02%Q1 2020Q1 20201
SIRI SIRIUS XM HLDGS INC110.02%0.02%0.02%Q1 2020Q1 20201
EOG EOG RES INC110.02%0.02%0.02%Q1 2020Q1 20201
SYK STRYKER CORP110.02%0.02%0.02%Q1 2020Q1 20201
EW EDWARDS LIFESCIENCES CORP110.02%0.02%0.02%Q1 2020Q1 20201
UPS UNITED PARCEL SERVICE INC110.02%0.02%0.02%Q1 2020Q1 20201
RELX RELX PLC110.02%0.02%0.02%Q1 2020Q1 20201
AJG GALLAGHER ARTHUR J & CO110.02%0.02%0.02%Q1 2020Q1 20201
NLOK NORTONLIFELOCK INC110.02%0.02%0.02%Q1 2020Q1 20201
NWSA NEWS CORP NEW110.02%0.02%0.02%Q1 2020Q1 20201
BHP BHP GROUP LTD110.02%0.02%0.02%Q1 2020Q1 20201
LUMN LUMEN TECHNOLOGIES INC110.01%0.01%0.01%Q1 2023Q1 20231
BLL BALL CORP110.01%0.01%0.01%Q1 2020Q1 20201
LUMN CENTURYLINK INC110.01%0.01%0.01%Q1 2020Q1 20201
JNK SPDR SER TR110.01%0.01%0.01%Q1 2020Q1 20201
QCOM QUALCOMM INC110.01%0.01%0.01%Q1 2020Q1 20201
CLR CONTINENTAL RES INC110.01%0.01%0.01%Q1 2020Q1 20201
BSX BOSTON SCIENTIFIC CORP110.01%0.01%0.01%Q1 2020Q1 20201
NCLH NORWEGIAN CRUISE LINE ...110.01%0.01%0.01%Q1 2020Q1 20201
TRU TRANSUNION110.01%0.01%0.01%Q1 2020Q1 20201
EMHY ISHARES INC110.01%0.01%0.01%Q1 2020Q1 20201
KIM KIMCO RLTY CORP110.01%0.01%0.01%Q1 2020Q1 20201
BA BOEING CO110.01%0.01%0.01%Q1 2020Q1 20201
ERIC ERICSSON110.01%0.01%0.01%Q1 2020Q1 20201
MNST MONSTER BEVERAGE CORP NEW110.01%0.01%0.01%Q1 2020Q1 20201
BBL BHP GROUP PLC110.01%0.01%0.01%Q1 2020Q1 20201
TAK TAKEDA PHARMACEUTICAL ...110.01%0.01%0.01%Q1 2020Q1 20201
SIMO SILICON MOTION TECHNOL...110.01%0.01%0.01%Q1 2020Q1 20201
FTV FORTIVE CORP110.01%0.01%0.01%Q1 2020Q1 20201
GRFS GRIFOLS S A110.01%0.01%0.01%Q1 2020Q1 20201
AMD ADVANCED MICRO DEVICES...110.01%0.01%0.01%Q1 2020Q1 20201
USHY ISHARES TR110.01%0.01%0.01%Q1 2020Q1 20201
HEZU ISHARES TR110.01%0.01%0.01%Q1 2020Q1 20201
NKLA NIKOLA CORP110.01%0.01%0.01%Q3 2023Q3 20231
EGLX ENTHUSIAST GAMING HLDG...110.01%0.01%0.01%Q1 2023Q1 20231
SCHW SCHWAB CHARLES CORP110.01%0.01%0.01%Q1 2020Q1 20201
SJNK SPDR SER TR110.01%0.01%0.01%Q1 2020Q1 20201
DRE DUKE REALTY CORP110.01%0.01%0.01%Q1 2020Q1 20201
E ENI S P A110.01%0.01%0.01%Q1 2020Q1 20201
XEC CIMAREX ENERGY CO110.01%0.01%0.01%Q1 2020Q1 20201
SEIC SEI INVESTMENTS CO110.01%0.01%0.01%Q1 2020Q1 20201
SPLK SPLUNK INC110.01%0.01%0.01%Q1 2020Q1 20201
RYAAY RYANAIR HOLDINGS PLC110.01%0.01%0.01%Q1 2020Q1 20201
RBS ROYAL BK SCOTLAND GROU...110.01%0.01%0.01%Q1 2020Q1 20201
STM STMICROELECTRONICS N V110.01%0.01%0.01%Q1 2020Q1 20201
ENB ENBRIDGE INC110.01%0.01%0.01%Q1 2020Q1 20201
EQIX EQUINIX INC110.01%0.01%0.01%Q1 2020Q1 20201
CNC CENTENE CORP DEL110.01%0.01%0.01%Q1 2020Q1 20201
TEVA TEVA PHARMACEUTICAL IN...110.01%0.01%0.01%Q1 2020Q1 20201
UST PROSHARES TR110.01%0.01%0.01%Q1 2020Q1 20201
FAST FASTENAL CO110.01%0.01%0.01%Q1 2020Q1 20201
FIS FIDELITY NATL INFORMAT...110.01%0.01%0.01%Q1 2020Q1 20201
PINS PINTEREST INC110.01%0.01%0.01%Q1 2020Q1 20201
CM CANADIAN IMP BK COMM110.01%0.01%0.01%Q1 2020Q1 20201
CDNS CADENCE DESIGN SYSTEM INC110.01%0.01%0.01%Q1 2020Q1 20201
HYS PIMCO ETF TR110.01%0.01%0.01%Q1 2020Q1 20201
PANW PALO ALTO NETWORKS INC110.01%0.01%0.01%Q1 2020Q1 20201
FCX FREEPORT-MCMORAN INC110.01%0.01%0.01%Q1 2020Q1 20201
PCAR PACCAR INC110.01%0.01%0.01%Q1 2020Q1 20201
PPL PPL CORP110.01%0.01%0.01%Q1 2020Q1 20201
NTR NUTRIEN LTD110.01%0.01%0.01%Q1 2020Q1 20201
NUE NUCOR CORP110.01%0.01%0.01%Q1 2020Q1 20201
NMR NOMURA HLDGS INC110.01%0.01%0.01%Q1 2020Q1 20201
BBY BEST BUY INC110.01%0.01%0.01%Q1 2020Q1 20201
NGG NATIONAL GRID PLC110.01%0.01%0.01%Q1 2020Q1 20201
MOS MOSAIC CO NEW110.01%0.01%0.01%Q1 2020Q1 20201
GWW GRAINGER W W INC110.01%0.01%0.01%Q1 2020Q1 20201
L100PS ARCONIC INC110.01%0.01%0.01%Q1 2020Q1 20201
APY APERGY CORP110.01%0.01%0.01%Q1 2020Q1 20201
NLY ANNALY CAPITAL MANAGEM...110.01%0.01%0.01%Q1 2020Q1 20201
HPQ HP INC110.01%0.01%0.01%Q1 2020Q1 20201
HAL HALLIBURTON CO110.01%0.01%0.01%Q1 2020Q1 20201
HEIA HEICO CORP NEW110.01%0.01%0.01%Q1 2020Q1 20201
HES HESS CORP110.01%0.01%0.01%Q1 2020Q1 20201
HPE HEWLETT PACKARD ENTERP...110.01%0.01%0.01%Q1 2020Q1 20201
VST VISTRA ENERGY CORP110.01%0.01%0.01%Q1 2020Q1 20201
HBAN HUNTINGTON BANCSHARES INC110.01%0.01%0.01%Q1 2020Q1 20201
AAL AMERICAN AIRLS GROUP INC110.01%0.01%0.01%Q1 2020Q1 20201
WBA WALGREENS BOOTS ALLIAN...110.01%0.01%0.01%Q1 2020Q1 20201
W WAYFAIR INC110.01%0.01%0.01%Q1 2020Q1 20201
WELL WELLTOWER INC110.01%0.01%0.01%Q1 2020Q1 20201
ING ING GROEP N.V.110.01%0.01%0.01%Q1 2020Q1 20201
YUMC YUM CHINA HLDGS INC110.01%0.01%0.01%Q1 2020Q1 20201
RPV INVESCO EXCHANGE TRADE...110.01%0.01%0.01%Q1 2020Q1 20201
INFO IHS MARKIT LTD110.01%0.01%0.01%Q1 2020Q1 20201
DGRO ISHARES TR110.01%0.01%0.01%Q1 2020Q1 20201
NXPI NXP SEMICONDUCTORS N V110.01%0.01%0.01%Q1 2020Q1 20201
HYLB DBX ETF TR110.01%0.01%0.01%Q1 2020Q1 20201
CCK CROWN HLDGS INC110.01%0.01%0.01%Q1 2020Q1 20201
CPRT COPART INC110.01%0.01%0.01%Q1 2020Q1 20201
DFS DISCOVER FINL SVCS110.01%0.01%0.01%Q1 2020Q1 20201
DISCK DISCOVERY INC110.01%0.01%0.01%Q1 2020Q1 20201
NI NISOURCE INC110.00%0.00%0.00%Q1 2020Q1 20201
CHRW C H ROBINSON WORLDWIDE...110.00%0.00%0.00%Q1 2020Q1 20201
AAP ADVANCE AUTO PARTS INC110.00%0.00%0.00%Q1 2020Q1 20201
INVH INVITATION HOMES INC110.00%0.00%0.00%Q1 2020Q1 20201
TXT TEXTRON INC110.00%0.00%0.00%Q1 2020Q1 20201
CCL CARNIVAL CORP110.00%0.00%0.00%Q1 2020Q1 20201
CNP CENTERPOINT ENERGY INC110.00%0.00%0.00%Q1 2020Q1 20201
TPR TAPESTRY INC110.00%0.00%0.00%Q1 2020Q1 20201
AXTA AXALTA COATING SYS LTD110.00%0.00%0.00%Q1 2020Q1 20201
ABEV AMBEV SA110.00%0.00%0.00%Q1 2020Q1 20201
DD DUPONT DE NEMOURS INC110.00%0.00%0.00%Q1 2020Q1 20201
VMW VMWARE INC110.00%0.00%0.00%Q1 2020Q1 20201
HSBC HSBC HLDGS PLC110.00%0.00%0.00%Q1 2020Q1 20201
VTR VENTAS INC110.00%0.00%0.00%Q1 2020Q1 20201
RF REGIONS FINANCIAL CORP...110.00%0.00%0.00%Q1 2020Q1 20201
NWL NEWELL BRANDS INC110.00%0.00%0.00%Q1 2020Q1 20201

The securities at the top of the list , including VANGUARD BD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS, are the highest-conviction holdings of Lion Street Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Lion Street Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Lion Street Advisors, LLC owns currently or has owned in the past.