404 is the total number of securities Danda Trouve Investment Management, Inc. has owned. The longest Danda Trouve Investment Management, Inc. has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IYW | ISHARES TR | 12 | 12 | 3.80% | 8.45% | 14.37% | Q4 2019 | Q3 2022 | 12 |
PHYS | SPROTT PHYSICAL GOLD T... | 12 | 12 | 2.84% | 7.24% | 9.65% | Q4 2019 | Q3 2022 | 12 |
IXJ | ISHARES TR | 12 | 12 | 4.72% | 5.40% | 6.89% | Q4 2019 | Q3 2022 | 12 |
NVG | NUVEEN AMT FREE MUN CR... | 12 | 12 | 4.24% | 4.72% | 6.16% | Q4 2019 | Q3 2022 | 12 |
MBB | ISHARES TR | 12 | 12 | 3.93% | 4.55% | 6.39% | Q4 2019 | Q3 2022 | 12 |
TIP | ISHARES TR | 12 | 12 | 0.00% | 4.36% | 6.48% | Q4 2019 | Q3 2022 | 12 |
SCHB | SCHWAB STRATEGIC TR | 12 | 12 | 0.01% | 4.32% | 10.30% | Q4 2019 | Q3 2022 | 12 |
XLP | SELECT SECTOR SPDR TR | 12 | 12 | 0.00% | 3.95% | 8.05% | Q4 2019 | Q3 2022 | 12 |
IEI | ISHARES TR | 12 | 12 | 0.70% | 3.19% | 5.32% | Q4 2019 | Q3 2022 | 12 |
HPI | HANCOCK JOHN PFD INCOM... | 12 | 12 | 2.31% | 2.76% | 3.42% | Q4 2019 | Q3 2022 | 12 |
AAPL | APPLE INC | 12 | 12 | 0.69% | 1.77% | 3.23% | Q4 2019 | Q3 2022 | 12 |
IBB | ISHARES TR | 12 | 12 | 0.00% | 1.18% | 1.79% | Q4 2019 | Q3 2022 | 12 |
JPS | NUVEEN PFD & INCOME SE... | 12 | 12 | 0.10% | 1.03% | 3.86% | Q4 2019 | Q3 2022 | 12 |
XLB | SELECT SECTOR SPDR TR | 12 | 12 | 0.00% | 0.99% | 2.85% | Q4 2019 | Q3 2022 | 12 |
WMB | WILLIAMS COS INC DEL | 12 | 12 | 0.24% | 0.39% | 0.49% | Q4 2019 | Q3 2022 | 12 |
OKE | ONEOK INC NEW | 12 | 12 | 0.18% | 0.33% | 0.56% | Q4 2019 | Q3 2022 | 12 |
MSFT | MICROSOFT CORP | 12 | 12 | 0.02% | 0.26% | 0.56% | Q4 2019 | Q3 2022 | 12 |
HPF | HANCOCK JOHN PFD INCOM... | 12 | 12 | 0.18% | 0.25% | 0.36% | Q4 2019 | Q3 2022 | 12 |
JNJ | JOHNSON & JOHNSON | 12 | 12 | 0.14% | 0.17% | 0.23% | Q4 2019 | Q3 2022 | 12 |
PPA | INVESCO EXCHANGE TRADE... | 12 | 12 | 0.12% | 0.15% | 0.20% | Q4 2019 | Q3 2022 | 12 |
SCHD | SCHWAB STRATEGIC TR | 12 | 12 | 0.00% | 0.14% | 1.55% | Q4 2019 | Q3 2022 | 12 |
PG | PROCTER & GAMBLE CO | 12 | 12 | 0.11% | 0.13% | 0.16% | Q4 2019 | Q3 2022 | 12 |
MRK | MERCK & CO. INC | 12 | 12 | 0.08% | 0.13% | 0.28% | Q4 2019 | Q3 2022 | 12 |
PFE | PFIZER INC | 12 | 12 | 0.08% | 0.11% | 0.16% | Q4 2019 | Q3 2022 | 12 |
PEP | PEPSICO INC | 12 | 12 | 0.10% | 0.11% | 0.14% | Q4 2019 | Q3 2022 | 12 |
ABT | ABBOTT LABS | 12 | 12 | 0.09% | 0.11% | 0.14% | Q4 2019 | Q3 2022 | 12 |
JPM | JPMORGAN CHASE & CO | 12 | 12 | 0.04% | 0.10% | 0.28% | Q4 2019 | Q3 2022 | 12 |
PSJ | INVESCO EXCHANGE TRADE... | 12 | 12 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q3 2022 | 12 |
NTRS | NORTHERN TR CORP | 12 | 12 | 0.07% | 0.09% | 0.12% | Q4 2019 | Q3 2022 | 12 |
BA | BOEING CO | 12 | 12 | 0.05% | 0.09% | 0.15% | Q4 2019 | Q3 2022 | 12 |
PTY | PIMCO CORPORATE & INCO... | 12 | 12 | 0.06% | 0.08% | 0.14% | Q4 2019 | Q3 2022 | 12 |
KO | COCA COLA CO | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q3 2022 | 12 |
MMM | 3M CO | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q3 2022 | 12 |
FFC | FLAHERTY & CRUMRIN PFD... | 12 | 12 | 0.07% | 0.07% | 0.08% | Q4 2019 | Q3 2022 | 12 |
ABBV | ABBVIE INC | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2022 | 12 |
BP | BP PLC | 12 | 12 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2022 | 12 |
DBC | INVESCO DB COMMDY INDX... | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2022 | 12 |
XOM | EXXON MOBIL CORP | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q3 2022 | 12 |
DE | DEERE & CO | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q3 2022 | 12 |
ZTS | ZOETIS INC | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q3 2022 | 12 |
IYH | ISHARES TR | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2022 | 12 |
QCOM | QUALCOMM INC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2022 | 12 |
PZA | INVESCO EXCH TRADED FD... | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2022 | 12 |
VRTX | VERTEX PHARMACEUTICALS... | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 12 |
WPM | WHEATON PRECIOUS METAL... | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 12 |
TSLA | TESLA INC | 12 | 12 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q3 2022 | 12 |
LW | LAMB WESTON HLDGS INC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2022 | 12 |
CVX | CHEVRON CORP NEW | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 12 |
AG | FIRST MAJESTIC SILVER ... | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 12 |
NEM | NEWMONT GOLDCORP CORPO... | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 12 |
PRU | PRUDENTIAL FINL INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
DD | DUPONT DE NEMOURS INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
RYH | INVESCO EXCHANGE TRADE... | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
DOW | DOW INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
STPZ | PIMCO ETF TR | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
EXK | ENDEAVOUR SILVER CORP | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
CSCO | CISCO SYS INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
FSM | FORTUNA SILVER MINES INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
PAAS | PAN AMERN SILVER CORP | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
CTVA | CORTEVA INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
WMT | WALMART INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
CCL | CARNIVAL CORP | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
SSRM | SSR MNG INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
MANU | MANCHESTER UTD PLC NEW | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
GLD | SPDR GOLD TRUST | 7 | 4 | 0.08% | 3.69% | 7.86% | Q4 2019 | Q3 2022 | 11 |
UCIB | UBS AG LONDON BRANCH | 11 | 11 | 0.05% | 0.07% | 0.08% | Q1 2020 | Q3 2022 | 11 |
BRKB | BERKSHIRE HATHAWAY INC... | 10 | 10 | 2.01% | 2.58% | 3.13% | Q4 2019 | Q1 2022 | 10 |
MINT | PIMCO ETF TR | 10 | 10 | 0.01% | 2.49% | 7.04% | Q2 2020 | Q3 2022 | 10 |
SDG | ISHARES TR | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
REMX | VANECK VECTORS ETF TR | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
ISTB | ISHARES TR | 9 | 9 | 3.07% | 4.35% | 6.81% | Q4 2019 | Q4 2021 | 9 |
SHY | ISHARES TR | 9 | 9 | 0.50% | 1.08% | 2.18% | Q3 2020 | Q3 2022 | 9 |
XLE | SELECT SECTOR SPDR TR | 8 | 1 | 0.12% | 1.04% | 2.28% | Q4 2019 | Q1 2022 | 9 |
QQQ | INVESCO QQQ TR | 9 | 9 | 0.06% | 0.96% | 4.02% | Q4 2019 | Q4 2021 | 9 |
COST | COSTCO WHSL CORP NEW | 9 | 9 | 0.06% | 0.82% | 1.22% | Q4 2019 | Q4 2021 | 9 |
AMZN | AMAZON COM INC | 5 | 4 | 0.04% | 0.65% | 1.34% | Q4 2019 | Q2 2022 | 9 |
PSCH | INVESCO EXCH TRADED FD... | 9 | 9 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q4 2021 | 9 |
AMD | ADVANCED MICRO DEVICES... | 9 | 9 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q4 2021 | 9 |
FDX | FEDEX CORP | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2022 | 9 |
BTU | PEABODY ENGR CORP | 7 | 2 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2022 | 9 |
LUV | SOUTHWEST AIRLS CO | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
XLU | SELECT SECTOR SPDR TR | 5 | 3 | 1.84% | 3.32% | 4.88% | Q4 2019 | Q3 2022 | 8 |
NXQ | NUVEEN SELECT TAX FREE... | 8 | 8 | 1.33% | 1.58% | 2.20% | Q4 2019 | Q3 2021 | 8 |
SCHA | SCHWAB STRATEGIC TR | 7 | 1 | 0.00% | 0.33% | 1.30% | Q4 2019 | Q3 2022 | 8 |
RCA | READY CAPITAL CORP | 4 | 4 | 0.23% | 0.33% | 0.47% | Q4 2019 | Q3 2022 | 8 |
LQD | ISHARES TR | 5 | 3 | 0.00% | 0.09% | 0.40% | Q4 2019 | Q4 2021 | 8 |
CLMT | CALUMET SPECIALTY PROD... | 8 | 8 | 0.04% | 0.09% | 0.16% | Q4 2019 | Q3 2021 | 8 |
BOND | PIMCO ETF TR | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 8 |
SIL | GLOBAL X FDS | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
SVM | SILVERCORP METALS INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
EPD | ENTERPRISE PRODS PARTN... | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
VTRS | VIATRIS INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
MUX | MCEWEN MNG INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
EMQQ | EXCHANGE TRADED CONCEP... | 7 | 7 | 1.78% | 2.18% | 2.88% | Q4 2019 | Q2 2021 | 7 |
VIG | VANGUARD SPECIALIZED F... | 7 | 7 | 0.00% | 0.52% | 3.59% | Q4 2019 | Q2 2021 | 7 |
XLK | SELECT SECTOR SPDR TR | 5 | 2 | 0.00% | 0.07% | 0.28% | Q4 2019 | Q4 2021 | 7 |
GOOGL | ALPHABET INC | 5 | 2 | 0.02% | 0.07% | 0.12% | Q4 2019 | Q4 2021 | 7 |
GE | GENERAL ELECTRIC CO | 7 | 7 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q2 2021 | 7 |
SOLN | SOUTHERN CO | 7 | 7 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2022 | 7 |
XM | QUALTRICS INTL INC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2022 | 7 |
USXF | ISHARES TR | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
BLOK | AMPLIFY ETF TR | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
EMXF | ISHARES TR | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
JBLU | JETBLUE AWYS CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
MQY | BLACKROCK MUNIYILD QUL... | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
F | FORD MTR CO DEL | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
EMB | ISHARES TR | 6 | 6 | 1.80% | 4.63% | 5.67% | Q4 2020 | Q1 2022 | 6 |
DBA | POWERSHARES DB MULTI-S... | 6 | 6 | 0.62% | 2.26% | 2.90% | Q2 2020 | Q3 2021 | 6 |
PFLD | ETF SER SOLUTIONS | 6 | 6 | 0.79% | 1.69% | 2.59% | Q2 2021 | Q3 2022 | 6 |
SLV | ISHARES SILVER TR | 5 | 1 | 0.14% | 0.97% | 1.21% | Q3 2020 | Q1 2022 | 6 |
GDX | VANECK VECTORS ETF TRUST | 5 | 1 | 0.01% | 0.71% | 2.40% | Q4 2019 | Q1 2022 | 6 |
XLV | SELECT SECTOR SPDR TR | 5 | 1 | 0.07% | 0.23% | 0.32% | Q4 2019 | Q3 2022 | 6 |
SPY | SPDR S&P 500 ETF TR | 5 | 1 | 0.01% | 0.08% | 0.36% | Q4 2019 | Q3 2022 | 6 |
FCX | FREEPORT-MCMORAN INC | 3 | 1 | 0.00% | 0.04% | 0.14% | Q4 2019 | Q3 2021 | 6 |
PLBY | PLBY GROUP INC | 6 | 6 | 0.01% | 0.04% | 0.12% | Q2 2021 | Q3 2022 | 6 |
EEM | ISHARES TR | 5 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2022 | 6 |
MUB | ISHARES TR | 5 | 1 | 0.00% | 0.02% | 0.09% | Q4 2019 | Q4 2021 | 6 |
IHI | ISHARES TR | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 6 |
VWE | VINTAGE WINE ESTATES INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
OGN | ORGANON & CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
RJZ | SWEDISH EXPT CR CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
TLT | ISHARES TR | 3 | 2 | 0.20% | 3.52% | 6.08% | Q2 2020 | Q2 2022 | 5 |
SCHH | SCHWAB STRATEGIC TR | 5 | 5 | 1.68% | 2.88% | 3.77% | Q4 2019 | Q4 2020 | 5 |
MSOS | ADVISORSHARES TR | 5 | 5 | 1.22% | 1.79% | 2.47% | Q1 2021 | Q1 2022 | 5 |
CAG | CONAGRA BRANDS INC | 5 | 5 | 0.04% | 0.77% | 1.38% | Q4 2019 | Q4 2020 | 5 |
PH | PARKER-HANNIFIN CORP | 5 | 5 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q4 2020 | 5 |
CMRE | COSTAMARE INC | 4 | 1 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q2 2021 | 5 |
HD | HOME DEPOT INC | 5 | 5 | 0.01% | 0.06% | 0.10% | Q4 2019 | Q4 2020 | 5 |
BBY | BEST BUY INC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q4 2020 | 5 |
MTUM | ISHARES TR | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 5 |
XHB | SPDR SER TR | 5 | 5 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q4 2020 | 5 |
GENERAL ELECTRIC CO | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 5 | |
LOW | LOWES COS INC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q4 2020 | 5 |
AMLP | ALPS ETF TR | 4 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2022 | 5 |
MU | MICRON TECHNOLOGY INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 5 |
SCHF | SCHWAB STRATEGIC TR | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
VCIT | VANGUARD SCOTTSDALE FDS | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2022 | 5 |
VOOG | VANGUARD ADMIRAL FDS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
SCHO | SCHWAB STRATEGIC TR | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
SCHE | SCHWAB STRATEGIC TR | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
HYG | ISHARES TR | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
PGX | INVESCO EXCH TRADED FD... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
VMBS | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
SCHR | SCHWAB STRATEGIC TR | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
SPTL | SPDR SER TR | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
PFF | ISHARES TR | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
XLI | SELECT SECTOR SPDR TR | 4 | 4 | 0.02% | 1.67% | 2.97% | Q4 2020 | Q3 2021 | 4 |
XLF | SELECT SECTOR SPDR TR | 3 | 1 | 0.02% | 1.45% | 2.88% | Q4 2019 | Q2 2021 | 4 |
NXP | NUVEEN SELECT TAX-FREE... | 4 | 4 | 1.22% | 1.36% | 1.57% | Q4 2021 | Q3 2022 | 4 |
IVOL | KRANESHARES TR | 4 | 4 | 0.23% | 1.24% | 1.78% | Q4 2020 | Q3 2021 | 4 |
MTCH | MATCH GROUP INC NEW | 4 | 4 | 0.58% | 0.96% | 1.12% | Q4 2020 | Q3 2021 | 4 |
EQR | EQUITY RESIDENTIAL | 4 | 4 | 0.49% | 0.86% | 1.13% | Q4 2019 | Q3 2020 | 4 |
V | VISA INC | 3 | 1 | 0.01% | 0.62% | 1.28% | Q2 2020 | Q4 2021 | 4 |
EWJ | ISHARES INC | 4 | 4 | 0.01% | 0.33% | 1.28% | Q3 2020 | Q2 2021 | 4 |
UUP | INVESCO DB US DLR INDE... | 4 | 4 | 0.24% | 0.31% | 0.41% | Q4 2021 | Q3 2022 | 4 |
AJXA | GREAT AJAX CORP | 4 | 4 | 0.08% | 0.09% | 0.12% | Q4 2021 | Q3 2022 | 4 |
BABA | ALIBABA GROUP HLDG LTD | 3 | 1 | 0.00% | 0.05% | 0.10% | Q4 2019 | Q4 2020 | 4 |
CVS | CVS HEALTH CORP | 3 | 1 | 0.00% | 0.04% | 0.09% | Q4 2019 | Q4 2020 | 4 |
GOOG | ALPHABET INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
ADBE | ADOBE SYSTEMS INCORPOR... | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2020 | 4 |
HON | HONEYWELL INTL INC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2020 | 4 |
GM | GENERAL MTRS CO | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2020 | 4 |
TGT | TARGET CORP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
ICLN | ISHARES TR | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
WAB | WABTEC CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
SCHY | SCHWAB STRATEGIC TR | 3 | 3 | 3.08% | 3.22% | 3.41% | Q3 2021 | Q1 2022 | 3 |
IYG | ISHARES TR | 3 | 3 | 2.22% | 2.98% | 3.83% | Q4 2020 | Q2 2021 | 3 |
EMXC | ISHARES INC | 3 | 3 | 1.12% | 1.96% | 2.40% | Q4 2020 | Q2 2021 | 3 |
EZU | ISHARES INC | 3 | 3 | 1.66% | 1.70% | 1.73% | Q2 2021 | Q4 2021 | 3 |
SIMPLIFY EXCHANGE TRAD... | 3 | 3 | 1.51% | 1.63% | 1.78% | Q1 2022 | Q3 2022 | 3 | |
EXPE | EXPEDIA GROUP INC | 3 | 3 | 1.15% | 1.35% | 1.53% | Q4 2020 | Q2 2021 | 3 |
HCA | HCA HEALTHCARE INC | 3 | 3 | 0.99% | 1.25% | 1.47% | Q4 2019 | Q2 2020 | 3 |
KWEB | KRANESHARES TR | 2 | 1 | 0.16% | 0.84% | 1.19% | Q3 2020 | Q2 2022 | 3 |
IHF | ISHARES TR | 3 | 3 | 0.65% | 0.70% | 0.78% | Q4 2019 | Q2 2020 | 3 |
DIS | DISNEY WALT CO | 2 | 1 | 0.01% | 0.05% | 0.07% | Q4 2019 | Q4 2020 | 3 |
FWONK | LIBERTY MEDIA CORP DEL | 3 | 3 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q4 2021 | 3 |
UPS | UNITED PARCEL SERVICE INC | 3 | 3 | 0.01% | 0.05% | 0.11% | Q2 2020 | Q4 2020 | 3 |
FB | FACEBOOK INC | 1 | 1 | 0.00% | 0.04% | 0.11% | Q4 2019 | Q3 2021 | 3 |
ITA | ISHARES TR | 3 | 3 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q2 2020 | 3 |
CMG | CHIPOTLE MEXICAN GRILL... | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2020 | 3 |
CAT | CATERPILLAR INC DEL | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 3 |
IVE | ISHARES TR | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2020 | 3 |
REGN | REGENERON PHARMACEUTICALS | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2020 | 3 |
TMUS | T-MOBILE US INC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2020 | 3 |
BX | BLACKSTONE GROUP INC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
INTC | INTEL CORP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
SUN | SUNOCO LP/SUNOCO FIN CORP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
SBUX | STARBUCKS CORP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q2 2021 | 3 |
KRANESHARES TR | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 | |
PYPL | PAYPAL HLDGS INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 3 |
SMH | VANECK VECTORS ETF TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
BGT | BLACKROCK FLOATING RAT... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
LULU | LULULEMON ATHLETICA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 3 |
SPEM | SPDR INDEX SHS FDS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
QQQJ | INVESCO EXCH TRADED FD... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
SIRI | SIRIUS XM HOLDINGS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
EFV | ISHARES TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
MCK | MCKESSON CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
SHV | ISHARES TR | 2 | 2 | 8.14% | 8.99% | 9.84% | Q2 2022 | Q3 2022 | 2 |
XLC | SELECT SECTOR SPDR TR | 2 | 2 | 3.52% | 3.69% | 3.86% | Q3 2021 | Q4 2021 | 2 |
EDV | VANGUARD WORLD FD | 2 | 2 | 3.22% | 3.26% | 3.30% | Q1 2022 | Q2 2022 | 2 |
XLY | SELECT SECTOR SPDR TR | 2 | 2 | 1.78% | 2.95% | 4.12% | Q3 2021 | Q4 2021 | 2 |
KBA | KRANESHARES TR | 2 | 2 | 1.16% | 1.19% | 1.22% | Q3 2020 | Q4 2020 | 2 |
CNK | CINEMARK HLDGS INC | 2 | 2 | 0.93% | 0.95% | 0.97% | Q1 2021 | Q2 2021 | 2 |
KRE | SPDR SER TR | 2 | 2 | 0.80% | 0.89% | 0.98% | Q4 2019 | Q1 2020 | 2 |
CLVR | CLEVER LEAVES HOLDINGS... | 2 | 2 | 0.74% | 0.80% | 0.87% | Q4 2020 | Q1 2021 | 2 |
IIPR | INNOVATIVE INDL PPTYS INC | 2 | 2 | 0.63% | 0.63% | 0.63% | Q4 2020 | Q1 2021 | 2 |
SFM | SPROUTS FMRS MKT INC | 2 | 2 | 0.39% | 0.43% | 0.47% | Q3 2020 | Q4 2020 | 2 |
NKX | NUVEEN CALIFORNIA AMT ... | 2 | 2 | 0.17% | 0.20% | 0.23% | Q4 2019 | Q1 2020 | 2 |
NAC | NUVEEN CA QUALTY MUN I... | 2 | 2 | 0.12% | 0.15% | 0.17% | Q4 2019 | Q1 2020 | 2 |
EWL | ISHARES INC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q4 2021 | 2 |
IDX | VANECK ETF TRUST | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
XLRE | SELECT SECTOR SPDR TR | 2 | 2 | 0.02% | 0.08% | 0.15% | Q2 2021 | Q3 2021 | 2 |
EWG | ISHARES INC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q3 2021 | 2 |
DIA | SPDR DOW JONES INDL AV... | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q1 2020 | 2 |
UHAL | AMERCO | 2 | 2 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q4 2021 | 2 |
CUBE | CUBESMART | 2 | 2 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
PSA | PUBLIC STORAGE | 2 | 2 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q4 2021 | 2 |
AVB | AVALONBAY CMNTYS INC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q4 2021 | 2 |
ZM | ZOOM VIDEO COMMUNICATI... | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q2 2020 | 2 |
DLTR | DOLLAR TREE INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 2 |
AMN | AMN HEALTHCARE SVCS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
BMY | BRISTOL-MYERS SQUIBB CO | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
INFL | LISTED FD TR | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2021 | 2 |
IGV | ISHARES TR | 1 | 1 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2021 | 2 |
RTN | RAYTHEON CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
PENN | PENN NATL GAMING INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
NIB | BARCLAYS BANK PLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
UTX | UNITED TECHNOLOGIES CORP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
RH | RH | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q4 2021 | 2 |
AMH | AMERICAN HOMES 4 RENT | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2021 | 2 |
CPER | UNITED STS COMMODITY I... | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 2 |
BEP | BROOKFIELD RENEWABLE P... | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
CORN | TEUCRIUM COMMODITY TR | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 2 |
BYD | BOYD GAMING CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
SHW | SHERWIN WILLIAMS CO | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
VZ | VERIZON COMMUNICATIONS... | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2020 | 2 |
WOOF | PETCO HEALTH & WELLNES... | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
GS | GOLDMAN SACHS GROUP INC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 2 |
STKL | SUNOPTA INC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 2 |
COIN | COINBASE GLOBAL INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
APSG | APOLLO STRATEGIC GROWT... | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
EFSC | ENTERPRISE FINL SVCS CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
BND | VANGUARD BD INDEX FDS | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
LMT | LOCKHEED MARTIN CORP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
DAL | DELTA AIR LINES INC DEL | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
KMI | KINDER MORGAN INC DEL | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 2 |
BOTZ | GLOBAL X FDS | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
T | AT&T INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
SCHC | SCHWAB STRATEGIC TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
FBHS | FORTUNE BRANDS HOME & ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
CRM | SALESFORCE COM INC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 2 |
ORCL | ORACLE CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
NVS | NOVARTIS A G | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
NKE | NIKE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 2 |
BUD | ANHEUSER BUSCH INBEV S... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
TPL | TEXAS PACIFIC LAND COR... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
RYT | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
JOE | ST JOE CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
SCHM | SCHWAB STRATEGIC TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
MTX | MINERALS TECHNOLOGIES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
RSP | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
SQ | SQUARE INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 2 |
AMR | ALPHA METALLURGICAL RE... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
GME | GAMESTOP CORP NEW | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MET | METLIFE INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
UNIT | UNITI GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
ZIM | ZIM INTEGRATED SHIPPIN... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
LUMN | CENTURYLINK INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
REMX | VANECK VECTORS ETF TRUST | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
AMC | AMC ENTMT HLDGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SPLV | INVESCO EXCH TRADED FD... | 1 | 1 | 9.06% | 9.06% | 9.06% | Q3 2022 | Q3 2022 | 1 |
VCR | VANGUARD WORLD FDS | 1 | 1 | 7.01% | 7.01% | 7.01% | Q4 2019 | Q4 2019 | 1 |
GSG | ISHARES S&P GSCI COMMO... | 1 | 1 | 1.66% | 1.66% | 1.66% | Q3 2020 | Q3 2020 | 1 |
JPST | J P MORGAN EXCHANGE-TR... | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
EPHE | ISHARES TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
ITB | ISHARES TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
VGSH | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
SBEA | SILVERBOX ENGAGED MERG... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
EFA | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
TFI | SPDR SER TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
URA | GLOBAL X FDS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
EZA | ISHARES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
EPU | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
THD | ISHARES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
EWM | ISHARES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
VWO | VANGUARD INTL EQUITY I... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
TJX | TJX COS INC NEW | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
INDA | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
UCI | UBS AG JERSEY BRH | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
BKNG | BOOKING HOLDINGS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
TWTR | TWITTER INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
TUR | ISHARES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
SHYG | ISHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
VBR | VANGUARD INDEX FDS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
CHIQ | GLOBAL X FDS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
DLS | WISDOMTREE TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
ROK | ROCKWELL AUTOMATION INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
ESS | ESSEX PPTY TR INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
IVV | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
ZROZ | PIMCO ETF TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
GAZ | BARCLAYS BK PLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
ASPL | ASPIRATIONAL CONSUMER ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
BNO | UNITED STS BRENT OIL F... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
JO | BARCLAYS BANK PLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
IRM | IRON MTN INC NEW | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
XBI | SPDR SER TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
EWA | ISHARES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
DASH | DOORDASH INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
ACN | ACCENTURE PLC IRELAND | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
PLAN | ANAPLAN INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
DUTCH BROS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 | |
WCN | WASTE CONNECTIONS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
DGX | QUEST DIAGNOSTICS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
CPRI | CAPRI HOLDINGS LIMITED | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
ZG | ZILLOW GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
S | SPRINT CORPORATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
ATIP | ATI PHYSICAL THERAPY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
ONEM | 1LIFE HEALTHCARE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
TOAST INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 | |
NTRA | NATERA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
TFC | TRUIST FINL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
BCO | BRINKS CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
LVS | LAS VEGAS SANDS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
APSGWS | APOLLO STRATEGIC GROWT... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
NEBC | NEBULA CARAVEL ACQUISI... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
MIK | MICHAELS COS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
LYV | LIVE NATION ENTERTAINM... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
NNY | NUVEEN N Y MUN VALUE FD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
IEFA | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
DOCU | DOCUSIGN INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
GILD | GILEAD SCIENCES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
MKC | MCCORMICK & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CEF | SPROTT PHYSICAL GOLD &... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
NWL | NEWELL BRANDS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CMBS | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IWD | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SCHV | SCHWAB STRATEGIC TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
IYT | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BSPE | BESPOKE CAP ACQUISITIO... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
IAU | ISHARES GOLD TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
UNP | UNION PAC CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ETR | ENTERGY CORP NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PAYA | PAYA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
UNH | UNITEDHEALTH GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BFIIW | BURGERFI INTERNATIONAL... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
COF | CAPITAL ONE FINL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
H | HYATT HOTELS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CLF | CLEVELAND-CLIFFS INC NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ASPLWS | ASPIRATIONAL CONSUMER ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CRHCWS | COHN ROBBINS HOLDINGS ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
NVDA | NVIDIA CORPORATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
NFLX | NETFLIX INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
PHM | PULTE GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
IR | INGERSOLL-RAND PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TSM | TAIWAN SEMICONDUCTOR M... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TSCO | TRACTOR SUPPLY CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MS | MORGAN STANLEY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
JWN | NORDSTROM INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
GSL | GLOBAL SHIP LEASE INC NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MP | MP MATERIALS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
OVV | OVINTIV INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
OSTK | OVERSTOCK COM INC DEL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BLDEW | BLADE AIR MOBILITY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
VIAC | VIACOMCBS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GRUB | JUST EAT TAKEAWAY COM N V | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
UNG | UNITED STS NAT GAS FD LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
YUMC | YUM CHINA HLDGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SCHX | SCHWAB STRATEGIC TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SCHG | SCHWAB STRATEGIC TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
VDC | VANGUARD WORLD FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
UAN | CVR PARTNERS LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
UBER | UBER TECHNOLOGIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SLB | SCHLUMBERGER LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
EIS | ISHARES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
LEN | LENNAR CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NK | NANTKWEST INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
JMIA | JUMIA TECHNOLOGIES AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
OUSTWS | OUSTER INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
INVH | INVITATION HOMES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CTRN | CITI TRENDS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
RTX | RAYTHEON TECHNOLOGIES ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
SCHW | SCHWAB CHARLES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PAWZ | PROSHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
JOET | VIRTUS ETF TR II | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WY | WEYERHAEUSER CO MTN BE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
IWN | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SHBI | SHORE BANCSHARES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ARCH | ARCH RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
RCL | ROYAL CARIBBEAN GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PLD | PROLOGIS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PTON | PELOTON INTERACTIVE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TWLO | TWILIO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DKNG | DRAFTKINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BKE | BUCKLE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AAL | AMERICAN AIRLS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AZN | ASTRAZENECA PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PAYAW | PAYA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SNOW | SNOWFLAKE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MRNA | MODERNA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TMUSR | T-MOBILE US INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PSP | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TMV | DIREXION SHS ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
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The securities at the top of the list , including ISHARES TR, SPROTT PHYSICAL GOLD TRUST, and ISHARES TR, are the highest-conviction holdings of Danda Trouve Investment Management, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Danda Trouve Investment Management, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Danda Trouve Investment Management, Inc. owns currently or has owned in the past.