387 is the total number of securities Onyx Bridge Wealth Group LLC has owned. The longest Onyx Bridge Wealth Group LLC has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 12 | 12 | 5.53% | 7.85% | 10.36% | Q4 2020 | Q3 2023 | 12 |
JHMM | JOHN HANCOCK EXCHANGE ... | 12 | 12 | 1.30% | 6.30% | 10.60% | Q4 2020 | Q3 2023 | 12 |
AGG | ISHARES TR | 12 | 12 | 2.38% | 5.74% | 8.92% | Q4 2020 | Q3 2023 | 12 |
VUG | VANGUARD INDEX FDS | 12 | 12 | 0.78% | 4.61% | 13.70% | Q4 2020 | Q3 2023 | 12 |
ISTB | ISHARES TR | 12 | 12 | 0.07% | 4.23% | 10.34% | Q4 2020 | Q3 2023 | 12 |
SPTI | SPDR SER TR | 12 | 12 | 0.14% | 3.71% | 10.53% | Q4 2020 | Q3 2023 | 12 |
AAPL | APPLE INC | 12 | 12 | 3.11% | 3.69% | 4.97% | Q4 2020 | Q3 2023 | 12 |
VB | VANGUARD INDEX FDS | 12 | 12 | 0.40% | 3.08% | 9.53% | Q4 2020 | Q3 2023 | 12 |
HYLB | DBX ETF TR | 12 | 12 | 0.14% | 2.70% | 7.71% | Q4 2020 | Q3 2023 | 12 |
SPEM | SPDR INDEX SHS FDS | 12 | 12 | 0.12% | 2.21% | 7.74% | Q4 2020 | Q3 2023 | 12 |
MTUM | ISHARES TR | 12 | 12 | 0.05% | 1.48% | 10.89% | Q4 2020 | Q3 2023 | 12 |
AMZN | AMAZON COM INC | 12 | 12 | 0.86% | 0.99% | 1.42% | Q4 2020 | Q3 2023 | 12 |
MSFT | MICROSOFT CORP | 12 | 12 | 0.40% | 0.70% | 0.98% | Q4 2020 | Q3 2023 | 12 |
CVX | CHEVRON CORP NEW | 12 | 12 | 0.40% | 0.60% | 0.84% | Q4 2020 | Q3 2023 | 12 |
SCHM | SCHWAB STRATEGIC TR | 12 | 12 | 0.15% | 0.54% | 1.94% | Q4 2020 | Q3 2023 | 12 |
JPM | JPMORGAN CHASE & CO | 12 | 12 | 0.36% | 0.47% | 0.60% | Q4 2020 | Q3 2023 | 12 |
SPY | SPDR S&P 500 ETF TR | 12 | 12 | 0.37% | 0.47% | 0.62% | Q4 2020 | Q3 2023 | 12 |
QCLN | FIRST TR EXCHANGE-TRAD... | 12 | 12 | 0.18% | 0.45% | 1.02% | Q4 2020 | Q3 2023 | 12 |
GOOG | ALPHABET INC | 12 | 12 | 0.28% | 0.45% | 0.69% | Q4 2020 | Q3 2023 | 12 |
MRK | MERCK & CO. INC | 12 | 12 | 0.11% | 0.42% | 0.81% | Q4 2020 | Q3 2023 | 12 |
FSK | FS KKR CAP CORP | 12 | 12 | 0.30% | 0.41% | 0.52% | Q4 2020 | Q3 2023 | 12 |
TSLA | TESLA INC | 12 | 12 | 0.22% | 0.37% | 0.49% | Q4 2020 | Q3 2023 | 12 |
VZ | VERIZON COMMUNICATIONS... | 12 | 12 | 0.21% | 0.36% | 0.42% | Q4 2020 | Q3 2023 | 12 |
GLD | SPDR GOLD TR | 12 | 12 | 0.18% | 0.33% | 0.45% | Q4 2020 | Q3 2023 | 12 |
DIS | DISNEY WALT CO | 12 | 12 | 0.19% | 0.33% | 0.47% | Q4 2020 | Q3 2023 | 12 |
FPF | FIRST TR INTER DUR PFD... | 12 | 12 | 0.21% | 0.32% | 0.58% | Q4 2020 | Q3 2023 | 12 |
VOO | VANGUARD INDEX FDS | 12 | 12 | 0.22% | 0.32% | 0.49% | Q4 2020 | Q3 2023 | 12 |
XOM | EXXON MOBIL CORP | 12 | 12 | 0.21% | 0.30% | 0.40% | Q4 2020 | Q3 2023 | 12 |
IBM | INTERNATIONAL BUSINESS... | 12 | 12 | 0.15% | 0.30% | 0.40% | Q4 2020 | Q3 2023 | 12 |
T | AT&T INC | 12 | 12 | 0.11% | 0.28% | 0.54% | Q4 2020 | Q3 2023 | 12 |
HDV | ISHARES TR | 12 | 12 | 0.19% | 0.27% | 0.39% | Q4 2020 | Q3 2023 | 12 |
MTB | M & T BK CORP | 12 | 12 | 0.11% | 0.27% | 0.38% | Q4 2020 | Q3 2023 | 12 |
VXUS | VANGUARD STAR FDS | 12 | 12 | 0.14% | 0.25% | 0.30% | Q4 2020 | Q3 2023 | 12 |
ED | CONSOLIDATED EDISON INC | 12 | 12 | 0.18% | 0.23% | 0.30% | Q4 2020 | Q3 2023 | 12 |
ARCC | ARES CAPITAL CORP | 12 | 12 | 0.18% | 0.23% | 0.27% | Q4 2020 | Q3 2023 | 12 |
GOOGL | ALPHABET INC | 12 | 12 | 0.12% | 0.21% | 0.38% | Q4 2020 | Q3 2023 | 12 |
IEMG | ISHARES INC | 12 | 12 | 0.12% | 0.21% | 0.32% | Q4 2020 | Q3 2023 | 12 |
ORCC | OWL ROCK CAPITAL CORPO... | 12 | 12 | 0.12% | 0.20% | 0.32% | Q4 2020 | Q3 2023 | 12 |
PM | PHILIP MORRIS INTL INC | 12 | 12 | 0.13% | 0.20% | 0.37% | Q4 2020 | Q3 2023 | 12 |
BCSF | BAIN CAP SPECIALTY FIN... | 12 | 12 | 0.11% | 0.19% | 0.28% | Q4 2020 | Q3 2023 | 12 |
NYCB | NEW YORK CMNTY BANCORP... | 12 | 12 | 0.05% | 0.19% | 0.44% | Q4 2020 | Q3 2023 | 12 |
EVV | EATON VANCE LTD DURATI... | 12 | 12 | 0.04% | 0.16% | 0.36% | Q4 2020 | Q3 2023 | 12 |
AINV | MIDCAP FINANCIAL INVST... | 12 | 12 | 0.06% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 12 |
PNI | PIMCO NEW YORK MUN FD II | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
NRK | NUVEEN NEW YORK AMT QL... | 12 | 12 | 0.02% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
USA | LIBERTY ALL STAR EQUIT... | 12 | 12 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
SFL | SFL CORPORATION LTD | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
AOD | ABRDN TOTAL DYNAMIC DI... | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
GGN | GAMCO GLOBAL GOLD NAT ... | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
FAX | ABRDN ASIA PACIFIC INC... | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
UUUU | ENERGY FUELS INC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
IGD | VOYA GLBL EQTY DIV & P... | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
DHC | DIVERSIFIED HEALTHCARE TR | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
IXUS | ISHARES TR | 11 | 11 | 0.22% | 4.32% | 15.20% | Q1 2021 | Q3 2023 | 11 |
VTV | VANGUARD INDEX FDS | 11 | 11 | 0.14% | 2.90% | 8.77% | Q1 2021 | Q3 2023 | 11 |
QQQ | INVESCO QQQ TR | 11 | 11 | 0.11% | 1.03% | 4.12% | Q1 2021 | Q3 2023 | 11 |
FDN | FIRST TR EXCHANGE-TRAD... | 11 | 11 | 0.30% | 0.51% | 0.72% | Q1 2021 | Q3 2023 | 11 |
LQD | ISHARES TR | 11 | 11 | 0.11% | 0.35% | 0.51% | Q1 2021 | Q3 2023 | 11 |
HD | HOME DEPOT INC | 11 | 11 | 0.11% | 0.24% | 0.31% | Q1 2021 | Q3 2023 | 11 |
FB | META PLATFORMS INC | 7 | 4 | 0.11% | 0.22% | 0.38% | Q4 2020 | Q3 2023 | 11 |
VMBS | VANGUARD SCOTTSDALE FDS | 11 | 11 | 0.05% | 0.18% | 0.33% | Q1 2021 | Q3 2023 | 11 |
PFE | PFIZER INC | 11 | 11 | 0.09% | 0.18% | 0.26% | Q1 2021 | Q3 2023 | 11 |
JNJ | JOHNSON & JOHNSON | 11 | 11 | 0.15% | 0.18% | 0.20% | Q1 2021 | Q3 2023 | 11 |
BA | BOEING CO | 11 | 11 | 0.10% | 0.16% | 0.22% | Q1 2021 | Q3 2023 | 11 |
MO | ALTRIA GROUP INC | 9 | 2 | 0.08% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 11 |
BX | BLACKSTONE INC | 11 | 11 | 0.08% | 0.13% | 0.17% | Q1 2021 | Q3 2023 | 11 |
CMCSA | COMCAST CORP NEW | 7 | 4 | 0.07% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 11 |
FXH | FIRST TR EXCHANGE TRAD... | 11 | 11 | 0.06% | 0.11% | 0.14% | Q4 2020 | Q2 2023 | 11 |
XLE | SELECT SECTOR SPDR TR | 9 | 1 | 0.10% | 1.52% | 3.05% | Q1 2021 | Q3 2023 | 10 |
VTI | VANGUARD INDEX FDS | 10 | 10 | 0.12% | 0.47% | 1.81% | Q2 2021 | Q3 2023 | 10 |
NVDA | NVIDIA CORPORATION | 10 | 10 | 0.16% | 0.38% | 0.66% | Q2 2021 | Q3 2023 | 10 |
RDVY | FIRST TR EXCHANGE-TRAD... | 10 | 10 | 0.09% | 0.31% | 0.57% | Q2 2021 | Q3 2023 | 10 |
V | VISA INC | 10 | 10 | 0.09% | 0.23% | 0.46% | Q2 2021 | Q3 2023 | 10 |
ESGD | ISHARES TR | 6 | 4 | 0.07% | 0.23% | 0.51% | Q1 2021 | Q3 2023 | 10 |
IXN | ISHARES TR | 10 | 10 | 0.14% | 0.21% | 0.26% | Q2 2021 | Q3 2023 | 10 |
MBB | ISHARES TR | 10 | 10 | 0.06% | 0.17% | 0.28% | Q2 2021 | Q3 2023 | 10 |
IEFA | ISHARES TR | 9 | 1 | 0.09% | 0.16% | 0.22% | Q1 2021 | Q3 2023 | 10 |
ABBV | ABBVIE INC | 10 | 10 | 0.09% | 0.16% | 0.23% | Q2 2021 | Q3 2023 | 10 |
IDV | ISHARES TR | 7 | 3 | 0.05% | 0.11% | 0.17% | Q4 2020 | Q3 2023 | 10 |
LOW | LOWES COS INC | 10 | 10 | 0.08% | 0.11% | 0.15% | Q2 2021 | Q3 2023 | 10 |
MCD | MCDONALDS CORP | 10 | 10 | 0.07% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
RODM | LATTICE STRATEGIES TR | 6 | 3 | 0.05% | 2.45% | 11.77% | Q4 2020 | Q2 2023 | 9 |
VHT | VANGUARD WORLD FDS | 9 | 9 | 0.14% | 0.57% | 1.88% | Q3 2021 | Q3 2023 | 9 |
XLY | SELECT SECTOR SPDR TR | 9 | 9 | 0.09% | 0.45% | 2.53% | Q3 2021 | Q3 2023 | 9 |
FTCS | FIRST TR EXCHANGE-TRAD... | 9 | 9 | 0.21% | 0.36% | 0.89% | Q3 2021 | Q3 2023 | 9 |
VGT | VANGUARD WORLD FDS | 9 | 9 | 0.18% | 0.26% | 0.36% | Q3 2021 | Q3 2023 | 9 |
NULV | NUSHARES ETF TR | 9 | 9 | 0.11% | 0.23% | 0.37% | Q3 2021 | Q3 2023 | 9 |
PULS | PGIM ETF TR | 9 | 9 | 0.10% | 0.23% | 0.66% | Q3 2021 | Q3 2023 | 9 |
BP | BP PLC | 9 | 9 | 0.07% | 0.22% | 0.32% | Q3 2021 | Q3 2023 | 9 |
BSV | VANGUARD BD INDEX FDS | 9 | 9 | 0.10% | 0.21% | 0.46% | Q1 2021 | Q1 2023 | 9 |
XLV | SELECT SECTOR SPDR TR | 9 | 9 | 0.10% | 0.16% | 0.22% | Q3 2021 | Q3 2023 | 9 |
UNH | UNITEDHEALTH GROUP INC | 9 | 9 | 0.09% | 0.14% | 0.16% | Q3 2021 | Q3 2023 | 9 |
ITA | ISHARES TR | 9 | 9 | 0.08% | 0.13% | 0.17% | Q3 2021 | Q3 2023 | 9 |
IJH | ISHARES TR | 9 | 9 | 0.08% | 0.13% | 0.16% | Q3 2021 | Q3 2023 | 9 |
NFLX | NETFLIX INC | 5 | 4 | 0.08% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 9 |
BMY | BRISTOL-MYERS SQUIBB CO | 9 | 9 | 0.09% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 9 |
COST | COSTCO WHSL CORP NEW | 9 | 9 | 0.08% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 9 |
XLC | SELECT SECTOR SPDR TR | 9 | 9 | 0.08% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
BAC | BK OF AMERICA CORP | 5 | 4 | 0.06% | 0.11% | 0.15% | Q2 2021 | Q3 2023 | 9 |
VFH | VANGUARD WORLD FDS | 9 | 9 | 0.07% | 0.11% | 0.15% | Q3 2021 | Q3 2023 | 9 |
NPCT | NUVEEN CORE PLUS IMPAC... | 9 | 9 | 0.06% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
IVE | ISHARES TR | 9 | 9 | 0.07% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
ITOT | ISHARES TR | 9 | 9 | 0.06% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 9 |
ETY | EATON VANCE TAX-MANAGE... | 9 | 9 | 0.04% | 0.09% | 0.14% | Q3 2021 | Q3 2023 | 9 |
PDO | PIMCO DYNAMIC INCOME O... | 9 | 9 | 0.04% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 9 |
MHI | PIONEER MUNICIPAL HIGH... | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
SIGA | SIGA TECHNOLOGIES INC | 9 | 9 | 0.01% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 9 |
VEA | VANGUARD TAX-MANAGED I... | 4 | 4 | 0.08% | 0.32% | 0.95% | Q1 2021 | Q3 2023 | 8 |
PEN | PENUMBRA INC | 8 | 8 | 0.07% | 0.22% | 0.32% | Q4 2021 | Q3 2023 | 8 |
DSI | ISHARES TR | 8 | 8 | 0.13% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
XLI | SELECT SECTOR SPDR TR | 8 | 8 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
BNY | BLACKROCK N Y MUN INCO... | 8 | 8 | 0.08% | 0.12% | 0.18% | Q4 2020 | Q3 2022 | 8 |
CSCO | CISCO SYS INC | 4 | 4 | 0.06% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 8 |
NBXG | NEUBERGER BERMAN NEXT ... | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
VWOB | VANGUARD WHITEHALL FDS | 4 | 3 | 0.10% | 0.70% | 3.41% | Q4 2020 | Q3 2023 | 7 |
SCHP | SCHWAB STRATEGIC TR | 7 | 7 | 0.28% | 0.40% | 0.51% | Q4 2020 | Q2 2022 | 7 |
MA | MASTERCARD INCORPORATED | 6 | 1 | 0.07% | 0.25% | 0.46% | Q4 2021 | Q3 2023 | 7 |
BRKB | BERKSHIRE HATHAWAY INC... | 7 | 7 | 0.11% | 0.19% | 0.28% | Q1 2022 | Q3 2023 | 7 |
AMD | ADVANCED MICRO DEVICES... | 4 | 3 | 0.09% | 0.18% | 0.26% | Q2 2021 | Q3 2023 | 7 |
AMLP | ALPS ETF TR | 7 | 7 | 0.11% | 0.16% | 0.22% | Q1 2022 | Q3 2023 | 7 |
LDSF | FIRST TR EXCHNG TRADED... | 7 | 7 | 0.08% | 0.14% | 0.27% | Q1 2022 | Q3 2023 | 7 |
GENERAL ELECTRIC CO | 4 | 3 | 0.08% | 0.12% | 0.15% | Q3 2021 | Q3 2023 | 7 | |
DVY | ISHARES TR | 6 | 1 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q4 2022 | 7 |
IVW | ISHARES TR | 4 | 3 | 0.06% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 7 |
ABT | ABBOTT LABS | 5 | 2 | 0.06% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 7 |
GOGL | GOLDEN OCEAN GROUP LTD | 7 | 7 | 0.06% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
EXG | EATON VANCE TAX-MANAGE... | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q1 2023 | 7 |
CLWT | EURO TECH HOLDINGS CO LTD | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PTN | PALATIN TECHNOLOGIES INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
IUSB | ISHARES TR | 6 | 6 | 0.18% | 3.70% | 10.13% | Q4 2020 | Q1 2022 | 6 |
BNDX | VANGUARD CHARLOTTE FDS | 4 | 2 | 0.10% | 1.54% | 7.10% | Q4 2020 | Q3 2023 | 6 |
ROUS | LATTICE STRATEGIES TR | 6 | 6 | 0.11% | 1.20% | 2.36% | Q4 2020 | Q1 2022 | 6 |
BAB | INVESCO EXCH TRADED FD... | 6 | 6 | 0.63% | 1.19% | 1.99% | Q2 2022 | Q3 2023 | 6 |
EWQ | ISHARES INC | 4 | 2 | 0.05% | 0.82% | 2.53% | Q4 2021 | Q3 2023 | 6 |
FJUN | FIRST TR EXCHNG TRADED... | 4 | 2 | 0.18% | 0.39% | 1.34% | Q2 2021 | Q4 2022 | 6 |
QJUN | FIRST TR EXCHNG TRADED... | 4 | 2 | 0.16% | 0.23% | 0.36% | Q2 2021 | Q4 2022 | 6 |
EAGG | ISHARES TR | 6 | 6 | 0.10% | 0.18% | 0.24% | Q2 2022 | Q3 2023 | 6 |
BIL | SPDR SER TR | 5 | 1 | 0.06% | 0.17% | 0.27% | Q4 2021 | Q3 2023 | 6 |
VO | VANGUARD INDEX FDS | 3 | 1 | 0.09% | 0.12% | 0.16% | Q1 2021 | Q3 2023 | 6 |
IEF | ISHARES TR | 5 | 1 | 0.05% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 6 |
PEP | PEPSICO INC | 4 | 2 | 0.09% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 6 |
UNP | UNION PAC CORP | 6 | 6 | 0.09% | 0.10% | 0.10% | Q1 2021 | Q2 2022 | 6 |
AZN | ASTRAZENECA PLC | 4 | 2 | 0.07% | 0.09% | 0.10% | Q3 2021 | Q1 2023 | 6 |
GBDC | GOLUB CAP BDC INC | 6 | 6 | 0.07% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
AKBA | AKEBIA THERAPEUTICS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FIRST TR EXCHNG TRADED... | 4 | 1 | 0.29% | 1.15% | 3.20% | Q2 2022 | Q3 2023 | 5 | |
EWU | ISHARES TR | 2 | 1 | 0.08% | 0.82% | 2.06% | Q3 2021 | Q3 2023 | 5 |
XLK | SELECT SECTOR SPDR TR | 3 | 2 | 0.16% | 0.75% | 2.36% | Q3 2021 | Q3 2023 | 5 |
GHYG | ISHARES INC | 3 | 2 | 0.10% | 0.28% | 0.57% | Q1 2021 | Q3 2023 | 5 |
SHY | ISHARES TR | 5 | 5 | 0.13% | 0.26% | 0.68% | Q3 2022 | Q3 2023 | 5 |
YDEC | FIRST TR EXCHNG TRADED... | 5 | 5 | 0.07% | 0.21% | 0.59% | Q2 2022 | Q2 2023 | 5 |
SIGI | SELECTIVE INS GROUP INC | 5 | 5 | 0.13% | 0.18% | 0.26% | Q4 2020 | Q4 2021 | 5 |
AVGO | BROADCOM INC | 4 | 1 | 0.09% | 0.17% | 0.28% | Q2 2022 | Q3 2023 | 5 |
FTSM | FIRST TR EXCHANGE-TRAD... | 5 | 5 | 0.12% | 0.16% | 0.23% | Q3 2022 | Q3 2023 | 5 |
VNQ | VANGUARD INDEX FDS | 3 | 2 | 0.09% | 0.16% | 0.31% | Q2 2021 | Q3 2023 | 5 |
FLQM | FRANKLIN TEMPLETON ETF TR | 4 | 1 | 0.11% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 5 |
HQH | TEKLA HEALTHCARE INVS | 5 | 5 | 0.08% | 0.13% | 0.19% | Q4 2020 | Q4 2021 | 5 |
VCIT | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.09% | 0.13% | 0.17% | Q2 2021 | Q2 2022 | 5 |
AAL | AMERICAN AIRLS GROUP INC | 5 | 5 | 0.08% | 0.12% | 0.14% | Q2 2021 | Q2 2022 | 5 |
UPS | UNITED PARCEL SERVICE INC | 5 | 5 | 0.10% | 0.11% | 0.13% | Q2 2021 | Q2 2022 | 5 |
VTEB | VANGUARD MUN BD FDS | 5 | 5 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q4 2022 | 5 |
MDT | MEDTRONIC PLC | 5 | 5 | 0.08% | 0.11% | 0.13% | Q1 2021 | Q1 2022 | 5 |
NEE | NEXTERA ENERGY INC | 5 | 5 | 0.07% | 0.11% | 0.14% | Q3 2022 | Q3 2023 | 5 |
GILD | GILEAD SCIENCES INC | 5 | 5 | 0.08% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 5 |
EZU | ISHARES INC | 3 | 2 | 0.05% | 0.08% | 0.09% | Q4 2021 | Q2 2023 | 5 |
NXP | NUVEEN SELECT TAX-FREE... | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 5 |
HGEN | HUMANIGEN INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
COWZ | PACER FDS TR | 4 | 4 | 0.09% | 4.87% | 7.35% | Q4 2022 | Q3 2023 | 4 |
XLF | SELECT SECTOR SPDR TR | 4 | 4 | 1.73% | 2.17% | 2.60% | Q4 2022 | Q3 2023 | 4 |
TOTL | SSGA ACTIVE ETF TR | 4 | 4 | 1.29% | 2.13% | 2.81% | Q4 2020 | Q3 2021 | 4 |
AON | AON PLC | 4 | 4 | 1.38% | 1.50% | 1.60% | Q2 2021 | Q1 2022 | 4 |
EWI | ISHARES INC | 2 | 2 | 0.13% | 1.00% | 2.22% | Q3 2021 | Q2 2023 | 4 |
SPYV | SPDR SER TR | 4 | 4 | 0.52% | 0.72% | 0.90% | Q4 2022 | Q3 2023 | 4 |
BILS | SPDR SER TR | 4 | 4 | 0.24% | 0.55% | 0.77% | Q4 2022 | Q3 2023 | 4 |
SPYG | SPDR SER TR | 4 | 4 | 0.37% | 0.47% | 0.58% | Q4 2022 | Q3 2023 | 4 |
FV | FIRST TR EXCHANGE-TRAD... | 4 | 4 | 0.13% | 0.38% | 0.78% | Q4 2022 | Q3 2023 | 4 |
BKLN | INVESCO EXCH TRADED FD... | 4 | 4 | 0.15% | 0.38% | 0.64% | Q4 2022 | Q3 2023 | 4 |
FXN | FIRST TR EXCHANGE TRAD... | 4 | 4 | 0.12% | 0.31% | 0.51% | Q2 2022 | Q1 2023 | 4 |
FTXN | FIRST TR EXCHANGE-TRAD... | 4 | 4 | 0.12% | 0.31% | 0.48% | Q2 2022 | Q1 2023 | 4 |
FXZ | FIRST TR EXCHANGE TRAD... | 4 | 4 | 0.10% | 0.29% | 0.56% | Q2 2022 | Q1 2023 | 4 |
FXR | FIRST TR EXCHANGE TRAD... | 4 | 4 | 0.08% | 0.28% | 0.58% | Q2 2022 | Q1 2023 | 4 |
VCSH | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.21% | 0.28% | 0.30% | Q1 2021 | Q4 2021 | 4 |
VCLT | VANGUARD SCOTTSDALE FDS | 3 | 1 | 0.16% | 0.21% | 0.32% | Q3 2022 | Q3 2023 | 4 |
IJR | ISHARES TR | 4 | 4 | 0.18% | 0.20% | 0.23% | Q1 2021 | Q4 2021 | 4 |
YJUN | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.07% | 0.19% | 0.54% | Q3 2021 | Q4 2022 | 4 |
FXO | FIRST TR EXCHANGE TRAD... | 4 | 4 | 0.09% | 0.19% | 0.40% | Q2 2022 | Q1 2023 | 4 |
PXH | INVESCO EXCH TRADED FD... | 4 | 4 | 0.13% | 0.19% | 0.25% | Q4 2022 | Q3 2023 | 4 |
KHC | KRAFT HEINZ CO | 3 | 1 | 0.11% | 0.15% | 0.20% | Q1 2021 | Q3 2023 | 4 |
MDYV | SPDR SER TR | 4 | 4 | 0.10% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
MDYG | SPDR SER TR | 4 | 4 | 0.10% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
INVESTMENT MANAGERS SE... | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 | |
USRT | ISHARES TR | 4 | 4 | 0.08% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
ESGE | ISHARES INC | 3 | 1 | 0.09% | 0.12% | 0.14% | Q3 2021 | Q1 2023 | 4 |
LAND | GLADSTONE LD CORP | 4 | 4 | 0.07% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 4 |
PFFD | GLOBAL X FDS | 4 | 4 | 0.08% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
UAL | UNITED AIRLS HLDGS INC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q2 2021 | Q1 2022 | 4 |
EXC | EXELON CORP | 4 | 4 | 0.09% | 0.10% | 0.10% | Q2 2021 | Q1 2022 | 4 |
CI | CIGNA CORP NEW | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q1 2022 | 4 |
FMAY | FIRST TR EXCHNG TRADED... | 4 | 4 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q1 2022 | 4 |
ITW | ILLINOIS TOOL WKS INC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
ATAX | AMERICA FIRST MULTIFAM... | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
EMAN | EMAGIN CORP | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q2 2022 | 4 |
LYG | LLOYDS BANKING GROUP PLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
ACRX | ACELRX PHARMACEUTICALS... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
VIG | VANGUARD SPECIALIZED F... | 2 | 1 | 0.16% | 2.05% | 3.08% | Q1 2021 | Q3 2023 | 3 |
EWJ | ISHARES INC | 3 | 3 | 1.86% | 1.99% | 2.16% | Q2 2022 | Q4 2022 | 3 |
RWJ | INVESCO EXCH TRADED FD... | 3 | 3 | 0.23% | 1.77% | 3.81% | Q1 2023 | Q3 2023 | 3 |
EJUL | INNOVATOR ETFS TR | 3 | 3 | 0.36% | 0.47% | 0.65% | Q1 2023 | Q3 2023 | 3 |
FTGC | FIRST TR EXCHANGE TRAD... | 3 | 3 | 0.10% | 0.46% | 1.19% | Q2 2022 | Q4 2022 | 3 |
DSEP | FIRST TR EXCHNG TRADED... | 2 | 1 | 0.18% | 0.33% | 0.64% | Q3 2022 | Q3 2023 | 3 |
ICVT | ISHARES TR | 3 | 3 | 0.15% | 0.29% | 0.43% | Q1 2023 | Q3 2023 | 3 |
QQQM | INVESCO EXCH TRADED FD... | 2 | 1 | 0.13% | 0.21% | 0.26% | Q2 2022 | Q3 2023 | 3 |
GE | GENERAL ELECTRIC CO | 3 | 3 | 0.16% | 0.18% | 0.20% | Q4 2020 | Q2 2021 | 3 |
UNG | UNITED STS NAT GAS FD LP | 3 | 3 | 0.10% | 0.18% | 0.31% | Q2 2022 | Q4 2022 | 3 |
OIH | VANECK ETF TRUST | 3 | 3 | 0.15% | 0.18% | 0.22% | Q4 2022 | Q2 2023 | 3 |
FIRST TR EXCHNG TRADED... | 2 | 1 | 0.08% | 0.14% | 0.18% | Q2 2022 | Q3 2023 | 3 | |
MRNA | MODERNA INC | 3 | 3 | 0.08% | 0.12% | 0.14% | Q2 2021 | Q4 2021 | 3 |
ESML | ISHARES TR | 1 | 1 | 0.05% | 0.11% | 0.15% | Q3 2022 | Q3 2023 | 3 |
HYG | ISHARES TR | 3 | 3 | 0.11% | 0.11% | 0.12% | Q2 2021 | Q4 2021 | 3 |
LMT | LOCKHEED MARTIN CORP | 3 | 3 | 0.09% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
PLTR | PALANTIR TECHNOLOGIES INC | 2 | 1 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q3 2023 | 3 |
DKNG | DRAFTKINGS INC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q3 2021 | 3 |
BBN | BLACKROCK TAX MUNICPAL... | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q4 2021 | 3 |
MMM | 3M CO | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q4 2021 | 3 |
SPDW | SPDR INDEX SHS FDS | 2 | 1 | 0.05% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 3 |
CGC | CANOPY GROWTH CORP | 3 | 3 | 0.04% | 0.08% | 0.12% | Q2 2021 | Q4 2021 | 3 |
WMT | WALMART INC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 3 |
ENFR | ALPS ETF TR | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
OWL | BLUE OWL CAPITAL INC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
LLY | LILLY ELI & CO | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 3 |
DE | DEERE & CO | 2 | 1 | 0.05% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 3 |
IRM | IRON MTN INC DEL | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
MPW | MEDICAL PPTYS TRUST INC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
PGX | INVESCO EXCH TRADED FD... | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q4 2022 | 3 |
TV | GRUPO TELEVISA S A B | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
MMMB | MAMAS CREATIONS INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
AEG | AEGON N V | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SHV | ISHARES TR | 2 | 2 | 3.97% | 4.06% | 4.14% | Q2 2023 | Q3 2023 | 2 |
MOAT | VANECK ETF TRUST | 2 | 2 | 2.13% | 2.17% | 2.20% | Q2 2023 | Q3 2023 | 2 |
EWG | ISHARES INC | 2 | 2 | 1.44% | 1.86% | 2.28% | Q1 2023 | Q2 2023 | 2 |
ICOW | PACER FDS TR | 2 | 2 | 0.93% | 1.74% | 2.56% | Q2 2023 | Q3 2023 | 2 |
CSM | PROSHARES TR | 2 | 2 | 1.45% | 1.50% | 1.55% | Q2 2023 | Q3 2023 | 2 |
FIRST TR EXCHNG TRADED... | 2 | 2 | 1.06% | 1.32% | 1.59% | Q1 2023 | Q2 2023 | 2 | |
FFEB | FIRST TR EXCHNG TRADED... | 2 | 2 | 1.07% | 1.10% | 1.12% | Q2 2023 | Q3 2023 | 2 |
XLU | SELECT SECTOR SPDR TR | 2 | 2 | 0.12% | 1.03% | 1.93% | Q3 2022 | Q4 2022 | 2 |
ILTB | ISHARES TR | 2 | 2 | 0.84% | 1.01% | 1.19% | Q4 2020 | Q1 2021 | 2 |
BSCO | INVESCO EXCH TRD SLF I... | 2 | 2 | 0.88% | 0.89% | 0.90% | Q2 2023 | Q3 2023 | 2 |
BSCN | INVESCO EXCH TRD SLF I... | 2 | 2 | 0.86% | 0.88% | 0.90% | Q2 2023 | Q3 2023 | 2 |
IFV | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 0.85% | 0.88% | 0.90% | Q4 2022 | Q1 2023 | 2 |
SCHD | SCHWAB STRATEGIC TR | 2 | 2 | 0.65% | 0.81% | 0.98% | Q2 2023 | Q3 2023 | 2 |
IJAN | INNOVATOR ETFS TR | 2 | 2 | 0.59% | 0.74% | 0.90% | Q1 2023 | Q2 2023 | 2 |
KJAN | INNOVATOR ETFS TR | 2 | 2 | 0.49% | 0.61% | 0.74% | Q1 2023 | Q2 2023 | 2 |
FOCT | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.56% | 0.61% | 0.65% | Q1 2022 | Q2 2022 | 2 |
FPX | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.52% | 0.59% | 0.66% | Q2 2023 | Q3 2023 | 2 |
BUFR | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.52% | 0.55% | 0.59% | Q2 2023 | Q3 2023 | 2 |
ANGL | VANECK VECTORS ETF TR | 2 | 2 | 0.44% | 0.48% | 0.52% | Q1 2021 | Q2 2021 | 2 |
FNK | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 0.16% | 0.47% | 0.77% | Q4 2022 | Q1 2023 | 2 |
VYM | VANGUARD WHITEHALL FDS | 2 | 2 | 0.41% | 0.46% | 0.51% | Q2 2023 | Q3 2023 | 2 |
AOM | ISHARES TR | 2 | 2 | 0.42% | 0.43% | 0.43% | Q2 2023 | Q3 2023 | 2 |
DBJP | DBX ETF TR | 2 | 2 | 0.36% | 0.40% | 0.44% | Q2 2023 | Q3 2023 | 2 |
DBEF | DBX ETF TR | 2 | 2 | 0.36% | 0.39% | 0.43% | Q2 2023 | Q3 2023 | 2 |
DBEZ | DBX ETF TR | 2 | 2 | 0.37% | 0.39% | 0.41% | Q2 2023 | Q3 2023 | 2 |
SPLV | INVESCO EXCH TRADED FD... | 2 | 2 | 0.22% | 0.35% | 0.47% | Q2 2023 | Q3 2023 | 2 |
PG | PROCTER AND GAMBLE CO | 2 | 2 | 0.32% | 0.33% | 0.33% | Q2 2023 | Q3 2023 | 2 |
DIA | SPDR DOW JONES INDL AV... | 2 | 2 | 0.27% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
LITMAN GREGORY FDS TR | 2 | 2 | 0.11% | 0.27% | 0.43% | Q3 2022 | Q4 2022 | 2 | |
IGIB | ISHARES TR | 2 | 2 | 0.11% | 0.26% | 0.40% | Q4 2020 | Q1 2021 | 2 |
IOO | ISHARES TR | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
DFEB | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
SDVY | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 0.17% | 0.20% | 0.22% | Q2 2022 | Q3 2022 | 2 |
DIVO | AMPLIFY ETF TR | 2 | 2 | 0.10% | 0.18% | 0.26% | Q3 2022 | Q4 2022 | 2 |
QQQJ | INVESCO EXCH TRADED FD... | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
DGRO | ISHARES TR | 2 | 2 | 0.11% | 0.14% | 0.17% | Q2 2022 | Q3 2022 | 2 |
VFMF | VANGUARD WELLINGTON FD | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
BSCR | INVESCO EXCH TRD SLF I... | 2 | 2 | 0.10% | 0.13% | 0.16% | Q2 2023 | Q3 2023 | 2 |
BONDBLOXX ETF TRUST | 1 | 1 | 0.11% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 2 | |
EMB | ISHARES TR | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2021 | Q2 2021 | 2 |
NULG | NUSHARES ETF TR | 1 | 1 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 2 |
IWR | ISHARES TR | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2022 | Q3 2022 | 2 |
SCHX | SCHWAB STRATEGIC TR | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2022 | 2 |
URTH | ISHARES INC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2022 | 2 |
FAB | FIRST TR MULTI CP VAL ... | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2022 | Q3 2022 | 2 |
FNDB | SCHWAB STRATEGIC TR | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2022 | Q3 2022 | 2 |
QYLD | GLOBAL X FDS | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
CDNS | CADENCE DESIGN SYSTEM INC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
MRVL | MARVELL TECHNOLOGY INC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
LCR | LEUTHOLD FDS INC | 2 | 2 | 0.06% | 0.11% | 0.16% | Q2 2023 | Q3 2023 | 2 |
PENN | PENN NATL GAMING INC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2021 | Q3 2021 | 2 |
BUFD | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
IUSV | ISHARES TR | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2022 | Q2 2022 | 2 |
TOK | ISHARES TR | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
FAUG | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2023 | Q3 2023 | 2 |
UBER | UBER TECHNOLOGIES INC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
DJUN | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
IWM | ISHARES TR | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
CURE | DIREXION SHS ETF TR | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
DOCT | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
PFF | ISHARES TR | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
KO | COCA COLA CO | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
QCOM | QUALCOMM INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
CWB | SPDR SER TR | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
BCS | BARCLAYS PLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
PTE | POLARITYTE INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BEYOND MEAT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 | |
XLP | SELECT SECTOR SPDR TR | 1 | 1 | 2.11% | 2.11% | 2.11% | Q2 2022 | Q2 2022 | 1 |
UAUG | INNOVATOR ETFS TR | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2023 | Q3 2023 | 1 |
UCON | FIRST TR EXCHNG TRADED... | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2022 | Q3 2022 | 1 |
NJUL | INNOVATOR ETFS TR | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
KJUL | INNOVATOR ETFS TR | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
FTXG | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2022 | Q3 2022 | 1 |
FIW | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2022 | Q3 2022 | 1 |
FXU | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2022 | Q3 2022 | 1 |
IGSB | ISHARES TR | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q3 2022 | 1 |
MARB | FIRST TR EXCH TRADED F... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
FXG | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
QQXT | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2022 | Q3 2022 | 1 |
FRI | FIRST TR S&P REIT INDE... | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2022 | Q3 2022 | 1 |
TIP | ISHARES TR | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
IBB | ISHARES TR | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
FTSL | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
NEAR | ISHARES U S ETF TR | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
CALF | PACER FDS TR | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
JQUA | J P MORGAN EXCHANGE TR... | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
J P MORGAN EXCHANGE TR... | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 | |
JEPI | J P MORGAN EXCHANGE TR... | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
LMBS | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
BLV | VANGUARD BD INDEX FDS | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
FTLS | FIRST TR EXCH TRADED F... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
ADBE | ADOBE INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
IAGG | ISHARES TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
CRM | SALESFORCE COM INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
JDIV | J P MORGAN EXCHANGE TR... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
PANW | PALO ALTO NETWORKS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
INTC | INTEL CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
ASML | ASML HOLDING N V | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
ESGU | ISHARES TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
ROST | ROSS STORES INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
PSI | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
RBLX | ROBLOX CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
SRLN | SSGA ACTIVE ETF TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
WIP | SPDR SER TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
FLRN | SPDR SER TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
NOBL | PROSHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
EWZ | ISHARES INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
C | CITIGROUP INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
SPSB | SPDR SER TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
SCHO | SCHWAB STRATEGIC TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
TWTR | TWITTER INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
FIRST TR EXCHNG TRADED... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 | |
PDD | PDD HOLDINGS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
SGEN | SEAGEN INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
FDL | FIRST TR MORNINGSTAR D... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
BIIB | BIOGEN INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
TGT | TARGET CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
TAP | MOLSON COORS BEVERAGE CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
DUK | DUKE ENERGY CORP NEW | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
SOXX | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
WCLD | WISDOMTREE TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
BOTZ | GLOBAL X FDS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
SKYY | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
QTEC | FIRST TR NASDAQ 100 TE... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
IID | VOYA INTL HIGH DIV EQT... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
MGC | VANGUARD WORLD FD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
VWO | VANGUARD INTL EQUITY I... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
TLT | ISHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
PBW | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
PEAKSTONE REALTY TRUST | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 | |
TMO | THERMO FISHER SCIENTIF... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
DGRW | WISDOMTREE TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
NIO | NIO INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
FPXI | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
MCHP | MICROCHIP TECHNOLOGY INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
EA SERIES TRUST | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 | |
DHR | DANAHER CORPORATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BLK | BLACKROCK INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
INNOVATOR ETFS TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 | |
HYT | BLACKROCK CORPOR HI YL... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
TRST | TRUSTCO BK CORP N Y | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
LUMN | LUMEN TECHNOLOGIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
GLD | SPDR GOLD TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
DKNG | DRAFTKINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
IMH | IMPAC MTG HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SLNO | SOLENO THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BLACKROCK CORPOR HI YL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 | |
Download |
The securities at the top of the list , including ISHARES TR, JOHN HANCOCK EXCHANGE TRADED, and ISHARES TR, are the highest-conviction holdings of Onyx Bridge Wealth Group LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Onyx Bridge Wealth Group LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Onyx Bridge Wealth Group LLC owns currently or has owned in the past.