VIVID FINANCIAL MANAGEMENT, INC. holdings history

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247 is the total number of securities VIVID FINANCIAL MANAGEMENT, INC. has owned. The longest VIVID FINANCIAL MANAGEMENT, INC. has owned a single stock is 9 quarters.

VIVID FINANCIAL MANAGEMENT, INC. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
ESGU ISHARES TR994.03%10.09%13.83%Q4 2019Q4 20219
SPLG SPDR SER TR996.03%8.68%11.56%Q4 2019Q4 20219
GOVT ISHARES TR994.90%7.30%11.42%Q4 2019Q4 20219
AAPL APPLE INC991.83%2.18%2.80%Q4 2019Q4 20219
SCHD SCHWAB STRATEGIC TR991.32%1.85%2.94%Q4 2019Q4 20219
IYW ISHARES TR991.08%1.83%3.21%Q4 2019Q4 20219
LMT LOCKHEED MARTIN CORP991.09%1.74%3.34%Q4 2019Q4 20219
FTEC FIDELITY COVINGTON TRUST990.36%1.66%2.80%Q4 2019Q4 20219
USMV ISHARES TR990.54%1.34%2.34%Q4 2019Q4 20219
AMZN AMAZON COM INC990.94%1.30%2.29%Q4 2019Q4 20219
IYH ISHARES TR991.02%1.27%1.94%Q4 2019Q4 20219
CSX CSX CORP990.80%1.25%2.45%Q4 2019Q4 20219
SIZE ISHARES TR990.12%1.00%2.86%Q4 2019Q4 20219
COST COSTCO WHSL CORP NEW990.35%0.90%1.87%Q4 2019Q4 20219
UPS UNITED PARCEL SERVICE INC990.64%0.86%1.31%Q4 2019Q4 20219
MSFT MICROSOFT CORP990.63%0.83%1.10%Q4 2019Q4 20219
CVX CHEVRON CORP NEW990.43%0.73%1.14%Q4 2019Q4 20219
VOO VANGUARD INDEX FDS990.34%0.48%1.06%Q4 2019Q4 20219
SRE SEMPRA ENERGY990.32%0.47%0.92%Q4 2019Q4 20219
JNJ JOHNSON & JOHNSON990.21%0.34%0.58%Q4 2019Q4 20219
WMT WALMART INC990.12%0.31%0.68%Q4 2019Q4 20219
VIG VANGUARD SPECIALIZED F...990.22%0.30%0.54%Q4 2019Q4 20219
NOC NORTHROP GRUMMAN CORP990.19%0.30%0.73%Q4 2019Q4 20219
QQQ INVESCO QQQ TR990.20%0.29%0.54%Q4 2019Q4 20219
VZ VERIZON COMMUNICATIONS...990.15%0.28%0.52%Q4 2019Q4 20219
VGT VANGUARD WORLD FDS990.21%0.27%0.43%Q4 2019Q4 20219
INTC INTEL CORP990.14%0.27%0.51%Q4 2019Q4 20219
PRF INVESCO EXCHANGE TRADE...990.19%0.26%0.47%Q4 2019Q4 20219
SBUX STARBUCKS CORP990.20%0.25%0.40%Q4 2019Q4 20219
SDY SPDR SER TR990.18%0.25%0.44%Q4 2019Q4 20219
PG PROCTER & GAMBLE CO990.15%0.23%0.37%Q4 2019Q4 20219
V VISA INC990.14%0.22%0.32%Q4 2019Q4 20219
BRKB BERKSHIRE HATHAWAY INC...990.11%0.20%0.39%Q4 2019Q4 20219
HD HOME DEPOT INC990.12%0.20%0.38%Q4 2019Q4 20219
FVD FIRST TR VALUE LINE DI...990.14%0.20%0.35%Q4 2019Q4 20219
XAR SPDR SER TR990.08%0.19%0.57%Q4 2019Q4 20219
IBM INTERNATIONAL BUSINESS...990.10%0.18%0.40%Q4 2019Q4 20219
AMGN AMGEN INC990.09%0.18%0.33%Q4 2019Q4 20219
PEP PEPSICO INC990.13%0.18%0.27%Q4 2019Q4 20219
XSOE WISDOMTREE TR710.71%3.70%5.48%Q4 2019Q4 20218
ITOT ISHARES TR881.50%1.95%3.73%Q1 2020Q4 20218
BRKA BERKSHIRE HATHAWAY INC...880.50%0.66%1.09%Q4 2019Q3 20218
IUSG ISHARES TR880.34%0.42%0.79%Q1 2020Q4 20218
BAC BK OF AMERICA CORP710.13%0.24%0.52%Q4 2019Q4 20218
ACWV ISHARES INC880.11%0.24%0.80%Q1 2020Q4 20218
UNP UNION PACIFIC CORP710.11%0.17%0.27%Q4 2019Q4 20218
ABT ABBOTT LABS710.12%0.15%0.22%Q4 2019Q4 20218
EFG ISHARES TR774.26%4.83%5.38%Q2 2020Q4 20217
VLUE ISHARES TR772.80%3.34%3.95%Q2 2020Q4 20217
SPIB SPDR SER TR770.19%2.65%5.27%Q4 2019Q2 20217
RODM LATTICE STRATEGIES TR770.16%1.43%3.74%Q2 2020Q4 20217
SHYG ISHARES TR770.14%1.30%1.83%Q4 2019Q2 20217
IHI ISHARES TR770.14%1.10%2.00%Q2 2020Q4 20217
MTUM ISHARES TR430.16%0.95%1.59%Q4 2019Q4 20217
TSLA TESLA INC770.24%0.59%0.94%Q2 2020Q4 20217
RHS INVESCO EXCHANGE TRADE...770.10%0.48%1.19%Q2 2020Q4 20217
XNTK SPDR SER TR520.08%0.42%2.11%Q4 2019Q4 20217
CHGG CHEGG INC770.11%0.27%0.47%Q1 2020Q3 20217
ADNT ADIENT PLC770.22%0.27%0.32%Q2 2020Q4 20217
GE GENERAL ELECTRIC CO770.07%0.18%0.60%Q4 2019Q2 20217
MRK MERCK & CO. INC770.09%0.18%0.33%Q4 2019Q2 20217
AZUL AZUL S A770.06%0.16%0.23%Q2 2020Q4 20217
VYM VANGUARD WHITEHALL FDS...610.11%0.16%0.26%Q4 2019Q4 20217
MSI MOTOROLA SOLUTIONS INC610.10%0.13%0.23%Q4 2019Q4 20217
FDN FIRST TR NASDAQ-100 TE...770.08%0.12%0.15%Q2 2020Q4 20217
VUG VANGUARD INDEX FDS660.13%0.34%0.79%Q3 2020Q4 20216
NET CLOUDFLARE INC660.20%0.34%0.40%Q3 2020Q4 20216
ATVI ACTIVISION BLIZZARD INC660.18%0.30%0.48%Q1 2020Q2 20216
JPM JPMORGAN CHASE & CO510.11%0.16%0.31%Q4 2019Q4 20216
USHY ISHARES TR510.10%0.14%0.23%Q4 2019Q2 20216
SPY SPDR S&P 500 ETF TR410.09%0.13%0.31%Q4 2019Q4 20216
PNC PNC FINL SVCS GROUP INC510.10%0.13%0.23%Q4 2019Q4 20216
TGT TARGET CORP660.11%0.13%0.14%Q3 2020Q4 20216
SPLB SPDR SER TR410.29%1.83%2.84%Q4 2019Q1 20215
MBB ISHARES TR550.84%1.43%1.77%Q4 2020Q4 20215
IYJ ISHARES TR550.62%0.93%1.02%Q4 2020Q4 20215
SPTL SPDR SER TR550.40%0.70%1.14%Q4 2019Q4 20205
EWA ISHARES INC550.46%0.65%0.71%Q4 2020Q4 20215
SHOP SHOPIFY INC550.26%0.38%0.47%Q4 2020Q4 20215
PYPL PAYPAL HLDGS INC550.25%0.32%0.42%Q4 2020Q4 20215
VTV VANGUARD INDEX FDS550.10%0.26%0.52%Q4 2020Q4 20215
AGG ISHARES TR550.12%0.26%0.56%Q4 2019Q4 20205
LMND LEMONADE INC550.12%0.25%0.46%Q4 2020Q4 20215
QCOM QUALCOMM INC550.14%0.25%0.35%Q4 2020Q4 20215
MELI MERCADOLIBRE INC550.19%0.25%0.30%Q4 2020Q4 20215
TEAM ATLASSIAN CORP PLC550.11%0.24%0.39%Q4 2020Q4 20215
DOCU DOCUSIGN INC550.16%0.23%0.30%Q3 2020Q3 20215
ADSK AUTODESK INC550.16%0.22%0.29%Q4 2020Q4 20215
BABA ALIBABA GROUP HLDG LTD550.10%0.22%0.42%Q2 2020Q2 20215
NFLX NETFLIX INC550.18%0.20%0.23%Q4 2020Q4 20215
MA MASTERCARD INCORPORATED550.10%0.20%0.27%Q4 2020Q4 20215
SQ SQUARE INC550.15%0.20%0.21%Q4 2020Q4 20215
ETSY ETSY INC550.09%0.19%0.25%Q4 2020Q4 20215
ZBRA ZEBRA TECHNOLOGIES COR...550.17%0.19%0.23%Q4 2020Q4 20215
FLGT FULGENT GENETICS INC550.11%0.18%0.24%Q4 2020Q4 20215
CRWD CROWDSTRIKE HLDGS INC550.13%0.18%0.23%Q4 2020Q4 20215
TTD THE TRADE DESK INC550.12%0.17%0.21%Q4 2020Q4 20215
CRM SALESFORCE COM INC550.09%0.17%0.22%Q4 2020Q4 20215
WD WALKER & DUNLOP INC550.11%0.17%0.20%Q4 2020Q4 20215
SQM SOCIEDAD QUIMICA Y MIN...550.10%0.14%0.19%Q4 2020Q4 20215
JHMF JOHN HANCOCK EXCHANGE ...410.08%0.10%0.13%Q2 2020Q4 20215
ABBV ABBVIE INC550.09%0.10%0.10%Q4 2020Q4 20215
EFV ISHARES TR443.47%4.58%5.39%Q1 2021Q4 20214
IGSB ISHARES TR440.87%3.17%4.54%Q2 2020Q1 20214
SCHJ SCHWAB STRATEGIC TR441.48%2.77%3.69%Q1 2021Q4 20214
SCHA SCHWAB STRATEGIC TR442.27%2.48%2.68%Q1 2021Q4 20214
XLE SELECT SECTOR SPDR TR440.26%1.18%1.53%Q1 2021Q4 20214
IGLB ISHARES TR440.78%1.07%1.44%Q1 2021Q4 20214
FALN ISHARES TR440.34%0.94%1.41%Q1 2021Q4 20214
DHR DANAHER CORPORATION220.12%0.31%0.56%Q4 2019Q3 20214
FVRR FIVERR INTL LTD440.20%0.29%0.33%Q4 2020Q3 20214
IEF ISHARES TR440.20%0.26%0.28%Q2 2020Q1 20214
PINS PINTEREST INC440.16%0.25%0.31%Q4 2020Q3 20214
ALRM ALARM COM HLDGS INC440.15%0.24%0.39%Q4 2020Q3 20214
ABNB AIRBNB INC440.20%0.23%0.28%Q1 2021Q4 20214
SPT SPROUT SOCIAL INC220.11%0.23%0.36%Q3 2020Q4 20214
RDFN REDFIN CORP440.12%0.21%0.30%Q4 2020Q3 20214
QRVO QORVO INC440.09%0.20%0.25%Q4 2020Q3 20214
CRNC CERENCE INC440.11%0.20%0.31%Q4 2020Q3 20214
ESTC ELASTIC N V440.12%0.18%0.23%Q4 2020Q3 20214
CCI CROWN CASTLE INTL CORP...440.10%0.17%0.19%Q4 2020Q3 20214
MCD MCDONALDS CORP440.14%0.15%0.16%Q1 2021Q4 20214
CSCO CISCO SYS INC210.09%0.13%0.25%Q4 2019Q4 20214
BILL BILL COM HLDGS INC440.08%0.12%0.17%Q1 2021Q4 20214
RTX RAYTHEON TECHNOLOGIES ...440.09%0.10%0.10%Q1 2021Q4 20214
QUAL ISHARES TR330.19%4.12%6.45%Q4 2019Q2 20203
IXG ISHARES TR331.94%2.13%2.34%Q2 2021Q4 20213
IUSB ISHARES TR330.93%1.81%2.36%Q2 2021Q4 20213
COMT ISHARES U S ETF TR330.68%0.98%1.24%Q2 2021Q4 20213
VNQ VANGUARD INDEX FDS330.36%0.60%0.86%Q2 2021Q4 20213
AKAM AKAMAI TECHNOLOGIES INC330.33%0.34%0.36%Q1 2020Q3 20203
TDOC TELADOC HEALTH INC210.20%0.32%0.48%Q4 2019Q3 20203
BA BOEING CO330.23%0.32%0.38%Q2 2021Q4 20213
CHWY CHEWY INC330.21%0.27%0.31%Q2 2020Q4 20203
RBLX ROBLOX CORP330.19%0.22%0.23%Q2 2021Q4 20213
CDNS CADENCE DESIGN SYSTEM INC330.16%0.20%0.24%Q4 2020Q2 20213
APPN APPIAN CORP210.12%0.19%0.25%Q4 2020Q3 20213
LOB LIVE OAK BANCSHARES INC330.16%0.19%0.24%Q2 2021Q4 20213
CAH CARDINAL HEALTH INC330.13%0.17%0.21%Q1 2021Q3 20213
ROKU ROKU INC330.11%0.15%0.19%Q1 2021Q3 20213
HUBS HUBSPOT INC330.12%0.15%0.17%Q4 2020Q2 20213
PEN PENUMBRA INC330.10%0.14%0.17%Q1 2021Q3 20213
MITK MITEK SYS INC330.12%0.14%0.15%Q4 2020Q2 20213
WIX WIX COM LTD330.11%0.13%0.16%Q4 2020Q2 20213
FOUR SHIFT4 PMTS INC330.11%0.13%0.15%Q4 2020Q2 20213
AXON AXON ENTERPRISE INC330.09%0.12%0.17%Q2 2021Q4 20213
CRSP CRISPR THERAPEUTICS AG330.10%0.11%0.12%Q4 2020Q2 20213
ACWI ISHARES TR224.50%4.83%5.16%Q4 2019Q1 20202
NEAR ISHARES US ETF TR222.82%3.21%3.60%Q4 2019Q1 20202
IHDG WISDOMTREE TR222.31%2.44%2.56%Q4 2019Q1 20202
LGLV SPDR SER TR221.76%1.83%1.91%Q4 2019Q1 20202
SCHP SCHWAB STRATEGIC TR221.00%1.33%1.65%Q3 2021Q4 20212
IYG ISHARES TR221.16%1.21%1.26%Q2 2020Q3 20202
ESGE ISHARES INC221.01%1.19%1.37%Q4 2019Q1 20202
IEUR ISHARES TR220.96%1.14%1.33%Q4 2019Q1 20202
XSLV INVESCO EXCHNG TRADED ...221.00%1.06%1.12%Q4 2019Q1 20202
AGZ ISHARES TR220.82%0.97%1.12%Q4 2019Q1 20202
SPEM SPDR INDEX SHS FDS220.57%0.77%0.98%Q4 2019Q1 20202
TLH ISHARES TR220.64%0.68%0.71%Q3 2021Q4 20212
EMB ISHARES TR220.59%0.60%0.62%Q4 2019Q1 20202
GTO INVESCO ACTIVELY MANAG...220.10%0.43%0.76%Q4 2020Q1 20212
PETS PETMED EXPRESS INC220.29%0.39%0.50%Q1 2020Q2 20202
IPAC ISHARES TR220.35%0.36%0.37%Q4 2019Q1 20202
U UNITY SOFTWARE INC220.22%0.32%0.42%Q4 2020Q1 20212
ICE INTERCONTINENTAL EXCHA...220.27%0.30%0.33%Q3 2021Q4 20212
FANG DIAMONDBACK ENERGY INC220.27%0.28%0.30%Q3 2021Q4 20212
PWR QUANTA SVCS INC110.20%0.28%0.36%Q4 2019Q4 20212
AMED AMEDISYS INC220.23%0.26%0.29%Q3 2020Q4 20202
VIAV VIAVI SOLUTIONS INC110.17%0.25%0.32%Q4 2019Q2 20202
COIN COINBASE GLOBAL INC220.24%0.24%0.24%Q3 2021Q4 20212
WFC WELLS FARGO CO NEW220.22%0.23%0.25%Q2 2020Q3 20202
TXN TEXAS INSTRS INC220.20%0.23%0.26%Q3 2021Q4 20212
MGM MGM RESORTS INTERNATIONAL220.17%0.23%0.28%Q3 2020Q4 20202
UPST UPSTART HLDGS INC220.12%0.22%0.32%Q3 2021Q4 20212
LITE LUMENTUM HLDGS INC220.18%0.20%0.21%Q4 2020Q1 20212
ZM ZOOM VIDEO COMMUNICATI...220.18%0.18%0.18%Q1 2021Q2 20212
NX QUANEX BUILDING PRODUC...220.16%0.17%0.18%Q1 2021Q2 20212
MPC MARATHON PETE CORP220.11%0.16%0.22%Q2 2021Q3 20212
FTDR FRONTDOOR INC220.15%0.16%0.16%Q1 2021Q2 20212
HON HONEYWELL INTL INC220.14%0.14%0.15%Q3 2021Q4 20212
BCO BRINKS CO220.12%0.13%0.14%Q1 2021Q2 20212
CMPS COMPASS PATHWAYS PLC220.10%0.13%0.16%Q1 2021Q2 20212
SYNA SYNAPTICS INC220.13%0.13%0.13%Q1 2021Q2 20212
JCI JOHNSON CTLS INTL PLC220.12%0.12%0.13%Q3 2021Q4 20212
VTI VANGUARD INDEX FDS220.12%0.12%0.12%Q3 2021Q4 20212
GENERAL ELECTRIC CO220.08%0.09%0.10%Q3 2021Q4 20212
SCHI SCHWAB STRATEGIC TR113.13%3.13%3.13%Q1 2021Q1 20211
EFAV ISHARES TR111.96%1.96%1.96%Q1 2020Q1 20201
VEA VANGUARD TAX-MANAGED I...111.14%1.14%1.14%Q1 2020Q1 20201
SCHE SCHWAB STRATEGIC TR110.86%0.86%0.86%Q1 2020Q1 20201
DIS DISNEY WALT CO110.70%0.70%0.70%Q4 2019Q4 20191
FBND FIDELITY MERRIMACK STR TR110.68%0.68%0.68%Q4 2020Q4 20201
FIXD FIRST TR EXCHNG TRADED...110.65%0.65%0.65%Q4 2020Q4 20201
BIIB BIOGEN INC110.62%0.62%0.62%Q4 2019Q4 20191
GS GOLDMAN SACHS GROUP INC110.49%0.49%0.49%Q4 2019Q4 20191
DE DEERE & CO110.46%0.46%0.46%Q4 2019Q4 20191
EA ELECTRONIC ARTS INC110.45%0.45%0.45%Q4 2019Q4 20191
GILD GILEAD SCIENCES INC110.44%0.44%0.44%Q1 2020Q1 20201
PHM PULTE GROUP INC110.35%0.35%0.35%Q4 2019Q4 20191
IEFA ISHARES TR110.35%0.35%0.35%Q4 2019Q4 20191
DHI D R HORTON INC110.34%0.34%0.34%Q2 2020Q2 20201
BRP INC110.32%0.32%0.32%Q3 2020Q3 20201
SLB SCHLUMBERGER LTD110.29%0.29%0.29%Q4 2019Q4 20191
PING PING IDENTITY HLDG CORP110.29%0.29%0.29%Q3 2020Q3 20201
T AT&T INC110.26%0.26%0.26%Q4 2019Q4 20191
SNAP SNAP INC110.26%0.26%0.26%Q4 2019Q4 20191
SLYG SPDR SERIES TRUST110.26%0.26%0.26%Q4 2019Q4 20191
NVDA NVIDIA CORP110.25%0.25%0.25%Q4 2019Q4 20191
AOK ISHARES TR110.23%0.23%0.23%Q4 2019Q4 20191
LDOS LEIDOS HOLDINGS INC110.22%0.22%0.22%Q2 2020Q2 20201
HZO MARINEMAX INC110.22%0.22%0.22%Q2 2020Q2 20201
SONO SONOS INC110.21%0.21%0.21%Q2 2020Q2 20201
SGOL ABERDEEN STD GOLD ETF TR110.20%0.20%0.20%Q4 2019Q4 20191
WORK SLACK TECHNOLOGIES INC110.20%0.20%0.20%Q2 2020Q2 20201
ACM AECOM110.20%0.20%0.20%Q2 2020Q2 20201
DIVO AMPLIFY ETF TR110.19%0.19%0.19%Q4 2020Q4 20201
CTAS CINTAS CORP110.19%0.19%0.19%Q2 2020Q2 20201
FSLY FASTLY INC110.19%0.19%0.19%Q4 2020Q4 20201
UBER UBER TECHNOLOGIES INC110.19%0.19%0.19%Q2 2020Q2 20201
ISRG INTUITIVE SURGICAL INC110.18%0.18%0.18%Q4 2021Q4 20211
SEDG SOLAREDGE TECHNOLOGIES...110.17%0.17%0.17%Q4 2021Q4 20211
QYLD GLOBAL X FDS110.17%0.17%0.17%Q4 2020Q4 20201
AVUS AMERICAN CENTY ETF TR110.17%0.17%0.17%Q2 2020Q2 20201
URI UNITED RENTALS INC110.15%0.15%0.15%Q4 2021Q4 20211
PPC PILGRIMS PRIDE CORP110.14%0.14%0.14%Q2 2020Q2 20201
CURI CURIOSITYSTREAM INC110.14%0.14%0.14%Q1 2021Q1 20211
MWK MOHAWK GROUP HLDGS INC110.14%0.14%0.14%Q1 2021Q1 20211
JAZZ JAZZ PHARMACEUTICALS PLC110.13%0.13%0.13%Q3 2021Q3 20211
SNBR SLEEP NUMBER CORP110.13%0.13%0.13%Q1 2021Q1 20211
RETA REATA PHARMACEUTICALS INC110.13%0.13%0.13%Q3 2021Q3 20211
ARKF ARK ETF TR110.13%0.13%0.13%Q2 2021Q2 20211
APD AIR PRODS & CHEMS INC110.12%0.12%0.12%Q3 2020Q3 20201
TRUP TRUPANION INC110.12%0.12%0.12%Q4 2020Q4 20201
MMM 3M CO110.12%0.12%0.12%Q4 2021Q4 20211
ARKK ARK ETF TR110.12%0.12%0.12%Q2 2021Q2 20211
TJX TJX COS INC NEW110.11%0.11%0.11%Q4 2020Q4 20201
PFE PFIZER INC110.10%0.10%0.10%Q4 2021Q4 20211
VAC MARRIOTT VACATIONS WOR...110.10%0.10%0.10%Q2 2021Q2 20211
AI C3 AI INC110.10%0.10%0.10%Q2 2021Q2 20211
GWRE GUIDEWIRE SOFTWARE INC110.10%0.10%0.10%Q4 2020Q4 20201
XOM EXXON MOBIL CORP110.10%0.10%0.10%Q4 2021Q4 20211
CEVA CEVA INC110.09%0.09%0.09%Q1 2021Q1 20211
ADBE ADOBE SYSTEMS INCORPOR...110.09%0.09%0.09%Q2 2021Q2 20211
ARKW ARK ETF TR110.09%0.09%0.09%Q2 2021Q2 20211
IPOD SOCIAL CAPITAL HEDOSOP...110.08%0.08%0.08%Q4 2020Q4 20201
SO SOUTHERN CO110.08%0.08%0.08%Q4 2021Q4 20211
RIG TRANSOCEAN LTD110.01%0.01%0.01%Q4 2021Q4 20211
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The securities at the top of the list , including ISHARES TR, SPDR SER TR, and ISHARES TR, are the highest-conviction holdings of VIVID FINANCIAL MANAGEMENT, INC..

The conviction is calculated by counting the number of quarters a security has been reported by VIVID FINANCIAL MANAGEMENT, INC.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that VIVID FINANCIAL MANAGEMENT, INC. owns currently or has owned in the past.