IAG Wealth Partners, LLC holdings history

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921 is the total number of securities IAG Wealth Partners, LLC has owned. The longest IAG Wealth Partners, LLC has owned a single stock is 16 quarters.

IAG Wealth Partners, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPLG SPDR PORTFOLIO16167.03%10.55%12.85%Q4 2019Q3 202316
SPDW SPDR PORTFOLIO16167.96%10.22%12.21%Q4 2019Q3 202316
IVV ISHARES CORE16165.79%9.22%16.55%Q4 2019Q3 202316
GSLC GOLDMAN SACHS16166.48%7.51%8.55%Q4 2019Q3 202316
GSIE GOLDMAN SACHS16164.23%5.80%6.84%Q4 2019Q3 202316
DLN WISDOMTREE U S16160.77%5.57%6.73%Q4 2019Q3 202316
DON WISDOMTREE U S16163.79%5.14%6.71%Q4 2019Q3 202316
SPTM SPDR PORTFOLIO16160.17%3.64%7.15%Q4 2019Q3 202316
VIG VANGUARD DIVIDEND16162.02%3.56%4.76%Q4 2019Q3 202316
MTUM ISHARES MSCI16160.28%1.86%3.07%Q4 2019Q3 202316
SPYG SPDR PORTFOLIO16160.92%1.34%1.75%Q4 2019Q3 202316
JSMD JANUS DETROIT16160.54%1.25%1.98%Q4 2019Q3 202316
SPYV SPDR PORTFOLIO16160.67%1.02%2.88%Q4 2019Q3 202316
SMLV SPDR SSGA16160.54%0.99%1.50%Q4 2019Q3 202316
SCHM SCHWAB US16160.42%0.94%4.52%Q4 2019Q3 202316
VTI VANGUARD TOTAL16160.29%0.59%1.38%Q4 2019Q3 202316
VSS VANGUARD FTSE16160.03%0.39%0.56%Q4 2019Q3 202316
DLS WISDOMTREE INTL16160.10%0.32%0.88%Q4 2019Q3 202316
IJR ISHARES CORE16160.05%0.29%2.22%Q4 2019Q3 202316
AAPL APPLE INC16160.20%0.26%0.31%Q4 2019Q3 202316
IEMG ISHARES CORE16160.02%0.22%0.75%Q4 2019Q3 202316
DBEF X TRACKERS16160.06%0.20%0.61%Q4 2019Q3 202316
FVD FIRST TRUST16160.14%0.19%0.28%Q4 2019Q3 202316
CVX CHEVRON CORP16160.04%0.17%0.78%Q4 2019Q3 202316
IWF ISHARES RUSSELL16160.09%0.14%0.22%Q4 2019Q3 202316
FEX FIRST TRUST16160.05%0.12%0.48%Q4 2019Q3 202316
SLYV SPDR SERIES16160.05%0.11%0.71%Q4 2019Q3 202316
IWM ISHARES RUSSELL16160.09%0.11%0.14%Q4 2019Q3 202316
IJH ISHARES CORE16160.04%0.11%0.47%Q4 2019Q3 202316
VB VANGUARD SMALL16160.04%0.10%0.38%Q4 2019Q3 202316
SCHV SCHWAB US16160.06%0.09%0.17%Q4 2019Q3 202316
WPC W P CAREY16160.04%0.09%0.23%Q4 2019Q3 202316
WEC WEC ENERGY16160.06%0.08%0.11%Q4 2019Q3 202316
MSFT MICROSOFT CORP16160.02%0.08%0.17%Q4 2019Q3 202316
SUSA ISHARES MSCI16160.05%0.07%0.09%Q4 2019Q3 202316
VEU VANGUARD FTSE16160.00%0.07%0.76%Q4 2019Q3 202316
SPY SPDR S&P16160.04%0.07%0.16%Q4 2019Q3 202316
AMZN AMAZON COM16160.03%0.07%0.10%Q4 2019Q3 202316
MRK MERCK & COMPANY16160.00%0.07%0.14%Q4 2019Q3 202316
SCHX SCHWAB US16160.04%0.06%0.14%Q4 2019Q3 202316
MUB ISHARES NATIONAL16160.04%0.06%0.10%Q4 2019Q3 202316
HRL HORMEL FOODS16160.02%0.05%0.11%Q4 2019Q3 202316
NUDM NUVEEN ESG16160.04%0.05%0.06%Q4 2019Q3 202316
VOO VANGUARD S&P16160.02%0.05%0.20%Q4 2019Q3 202316
JPM JPMORGAN CHASE16160.03%0.05%0.10%Q4 2019Q3 202316
BRKB BERKSHIRE HATHAWAY16160.02%0.05%0.13%Q4 2019Q3 202316
LLY ELI LILLY16160.03%0.05%0.08%Q4 2019Q3 202316
UPS UNITED PARCEL16160.03%0.04%0.05%Q4 2019Q3 202316
JNJ JOHNSON & JOHNSON16160.03%0.04%0.06%Q4 2019Q3 202316
EXAS EXACT SCIENCES16160.01%0.04%0.07%Q4 2019Q3 202316
SDY SPDR SERIES16160.03%0.04%0.07%Q4 2019Q3 202316
USMV ISHARES MSCI16160.00%0.04%0.12%Q4 2019Q3 202316
T AT&T INC16160.01%0.04%0.11%Q4 2019Q3 202316
QQQ INVESCO QQQ16160.02%0.04%0.08%Q4 2019Q3 202316
FB META PLATFORMS16160.01%0.04%0.07%Q4 2019Q3 202316
GLD SPDR GOLD16160.02%0.04%0.08%Q4 2019Q3 202316
GWW GRAINGER W W16160.03%0.03%0.06%Q4 2019Q3 202316
PG PROCTER & GAMBLE16160.01%0.03%0.07%Q4 2019Q3 202316
HD HOME DEPOT16160.01%0.03%0.06%Q4 2019Q3 202316
VTV VANGUARD VALUE16160.01%0.03%0.12%Q4 2019Q3 202316
IUSG ISHARES S&P16160.02%0.03%0.04%Q4 2019Q3 202316
RSP INVESCO S&P16160.01%0.03%0.16%Q4 2019Q3 202316
MCD MCDONALDS CORP16160.02%0.03%0.04%Q4 2019Q3 202316
ABBV ABBVIE INC16160.01%0.03%0.04%Q4 2019Q3 202316
ITOT ISHARES CORE16160.01%0.03%0.17%Q4 2019Q3 202316
IWD ISHARES RUSSELL16160.02%0.03%0.05%Q4 2019Q3 202316
SSP SCRIPPS E W16160.00%0.03%0.09%Q4 2019Q3 202316
VZ VERIZON COMMUNICATIONS16160.01%0.03%0.05%Q4 2019Q3 202316
NUSC NUVEEN ESG16160.02%0.02%0.04%Q4 2019Q3 202316
MGEE MGE ENERGY INC16160.02%0.02%0.05%Q4 2019Q3 202316
SPLV INVESCO EXCHANGE16160.01%0.02%0.08%Q4 2019Q3 202316
DIS WALT DISNEY16160.01%0.02%0.07%Q4 2019Q3 202316
TSLA TESLA INC16160.01%0.02%0.05%Q4 2019Q3 202316
BND VANGUARD TOTAL16160.00%0.02%0.08%Q4 2019Q3 202316
WPM WHEATON PRECIOUS16160.00%0.02%0.05%Q4 2019Q3 202316
SO SOUTHERN COMPANY16160.00%0.02%0.08%Q4 2019Q3 202316
PPG PPG INDUSTRIES16160.01%0.02%0.05%Q4 2019Q3 202316
MCHI ISHARES MSCI16160.01%0.02%0.07%Q4 2019Q3 202316
V VISA INC16160.01%0.02%0.03%Q4 2019Q3 202316
IEV ISHARES EUROPE16160.01%0.02%0.03%Q4 2019Q3 202316
ROK ROCKWELL AUTOMATION16160.01%0.02%0.03%Q4 2019Q3 202316
PYPL PAYPAL HOLDINGS16160.00%0.02%0.05%Q4 2019Q3 202316
AEE AMEREN CORP16160.01%0.02%0.03%Q4 2019Q3 202316
PXD PIONEER NATURAL16160.01%0.02%0.03%Q4 2019Q3 202316
NUBD NUVEEN ESG16160.01%0.02%0.04%Q4 2019Q3 202316
ANTM ELEVANCE HEALTH16160.01%0.02%0.03%Q4 2019Q3 202316
KMB KIMBERLY CLARK16160.01%0.02%0.02%Q4 2019Q3 202316
UNP UNION PACIFIC CORP16160.01%0.02%0.02%Q4 2019Q3 202316
ADP AUTOMATIC DATA16160.01%0.02%0.02%Q4 2019Q3 202316
HOG HARLEY DAVIDSON16160.01%0.02%0.03%Q4 2019Q3 202316
WBA WALGREENS BOOTS16160.00%0.02%0.07%Q4 2019Q3 202316
FISV FISERV INC16160.01%0.02%0.02%Q4 2019Q3 202316
MDY SPDR S&P16160.00%0.01%0.10%Q4 2019Q3 202316
BCE BCE INC16160.01%0.01%0.03%Q4 2019Q3 202316
BDX BECTON DICKINSON16160.01%0.01%0.03%Q4 2019Q3 202316
WM WASTE MANAGEMENT16160.01%0.01%0.02%Q4 2019Q3 202316
ET ENERGY TRANSFER16160.01%0.01%0.02%Q4 2019Q3 202316
XOM EXXON MOBIL16160.01%0.01%0.04%Q4 2019Q3 202316
CNI CANADIAN NATIONAL16160.01%0.01%0.02%Q4 2019Q3 202316
XLV SECTOR HEALTHCARE16160.01%0.01%0.02%Q4 2019Q3 202316
SLV ISHARES SILVER16160.00%0.01%0.04%Q4 2019Q3 202316
DNP DNP SELECT16160.00%0.01%0.12%Q4 2019Q3 202316
AMGN AMGEN INC16160.00%0.01%0.02%Q4 2019Q3 202316
F FORD MOTOR16160.01%0.01%0.02%Q4 2019Q3 202316
ABT ABBOTT LABORATORIES16160.01%0.01%0.02%Q4 2019Q3 202316
GNRC GENERAC HOLDINGS16160.01%0.01%0.02%Q4 2019Q3 202316
EOG EOG RESOURCES16160.01%0.01%0.02%Q4 2019Q3 202316
VO VANGUARD MID16160.00%0.01%0.02%Q4 2019Q3 202316
NOBL PROSHARES TRUST16160.01%0.01%0.04%Q4 2019Q3 202316
QCLN FIRST TRUST16160.01%0.01%0.02%Q4 2019Q3 202316
VONE VANGUARD RUSSELL16160.01%0.01%0.02%Q4 2019Q3 202316
BABA ALIBABA GROUP16160.00%0.01%0.03%Q4 2019Q3 202316
TXN TEXAS INSTRUMENTS16160.01%0.01%0.01%Q4 2019Q3 202316
PRU PRUDENTIAL FINANCIAL16160.01%0.01%0.02%Q4 2019Q3 202316
MO ALTRIA GROUP16160.00%0.01%0.06%Q4 2019Q3 202316
GOOGL ALPHABET INC16160.01%0.01%0.02%Q4 2019Q3 202316
VWO VANGUARD FSTE16160.00%0.01%0.06%Q4 2019Q3 202316
GOOG ALPHABET INC16160.00%0.01%0.02%Q4 2019Q3 202316
BMY BRISTOL MYERS16160.01%0.01%0.01%Q4 2019Q3 202316
MDT MEDTRONIC PLC16160.00%0.01%0.01%Q4 2019Q3 202316
YUM YUM BRANDS INC16160.01%0.01%0.01%Q4 2019Q3 202316
LOW LOWES COMPANIES16160.01%0.01%0.01%Q4 2019Q3 202316
SNPE X TRACKERS16160.01%0.01%0.01%Q4 2019Q3 202316
EOLS EVOLUS INC16160.00%0.01%0.03%Q4 2019Q3 202316
PIN INVESCO INDIA16160.01%0.01%0.01%Q4 2019Q3 202316
ROP ROPER TECHNOLOGIES16160.01%0.01%0.01%Q4 2019Q3 202316
XNTK SPDR SERIES16160.00%0.01%0.01%Q4 2019Q3 202316
CEF SPROTT PHYSICAL16160.01%0.01%0.01%Q4 2019Q3 202316
VNQ VANGUARD REAL16160.00%0.01%0.02%Q4 2019Q3 202316
MTN VAIL RESORTS16160.00%0.01%0.01%Q4 2019Q3 202316
LCNB LCNB CORP16160.00%0.01%0.01%Q4 2019Q3 202316
TJX TJX COS16160.00%0.01%0.01%Q4 2019Q3 202316
WTS WATTS WATER16160.00%0.01%0.01%Q4 2019Q3 202316
CVS CVS HEALTH16160.00%0.01%0.02%Q4 2019Q3 202316
MET METLIFE INC16160.00%0.01%0.01%Q4 2019Q3 202316
GM GENERAL MOTORS16160.00%0.01%0.01%Q4 2019Q3 202316
TIP ISHARES TIPS16160.00%0.01%0.02%Q4 2019Q3 202316
WMT WALMART INC16160.00%0.01%0.02%Q4 2019Q3 202316
NVO NOVO NORDISK16160.00%0.01%0.01%Q4 2019Q3 202316
ORA ORMAT TECHNOLOGIES16160.00%0.01%0.01%Q4 2019Q3 202316
QCOM QUALCOMM INC16160.00%0.01%0.02%Q4 2019Q3 202316
LHX L3HARRIS TECHNOLOGIES16160.00%0.01%0.01%Q4 2019Q3 202316
SHW SHERWIN WILLIAMS16160.00%0.01%0.01%Q4 2019Q3 202316
ECL ECOLAB INC16160.00%0.01%0.01%Q4 2019Q3 202316
CCI CROWN CASTLE16160.00%0.01%0.01%Q4 2019Q3 202316
CMCSA COMCAST CORP16160.00%0.01%0.01%Q4 2019Q3 202316
KO COCA COLA COMPANY16160.00%0.01%0.02%Q4 2019Q3 202316
EPAM EPAM SYSTEMS16160.00%0.01%0.01%Q4 2019Q3 202316
GDX VANECK VECTORS16160.00%0.01%0.02%Q4 2019Q3 202316
BMO BANK MONTREAL16160.00%0.01%0.01%Q4 2019Q3 202316
PH PARKER-HANNIFIN CORP16160.00%0.01%0.01%Q4 2019Q3 202316
ADM ARCHER DANIELS16160.00%0.00%0.01%Q4 2019Q3 202316
VNM VANECK VIETNAM16160.00%0.00%0.01%Q4 2019Q3 202316
ROBO EXCHANGE TRADED16160.00%0.00%0.01%Q4 2019Q3 202316
LPLA LPL FINANCIAL16160.00%0.00%0.01%Q4 2019Q3 202316
DEO DIAGEO PLC16160.00%0.00%0.01%Q4 2019Q3 202316
CHD CHURCH & DWIGHT16160.00%0.00%0.01%Q4 2019Q3 202316
EIDO ISHARES MSCI16160.00%0.00%0.01%Q4 2019Q3 202316
IYE ISHARES U S16160.00%0.00%0.02%Q4 2019Q3 202316
MAIN MAIN STREET16160.00%0.00%0.01%Q4 2019Q3 202316
UAL UNITED AIRLINES16160.00%0.00%0.01%Q4 2019Q3 202316
AMD ADVANCED MICRO16160.00%0.00%0.01%Q4 2019Q3 202316
COF CAPITAL ONE16160.00%0.00%0.01%Q4 2019Q3 202316
VGK VANGUARD FTSE16160.00%0.00%0.01%Q4 2019Q3 202316
STZ CONSTELLATION BRANDS16160.00%0.00%0.01%Q4 2019Q3 202316
HYG ISHARES IBOXX16160.00%0.00%0.01%Q4 2019Q3 202316
VPL VANGUARD FTSE16160.00%0.00%0.01%Q4 2019Q3 202316
PBA PEMBINA PIPELINE16160.00%0.00%0.01%Q4 2019Q3 202316
INFY INFOSYS LTD16160.00%0.00%0.00%Q4 2019Q3 202316
CRM SALESFORCE INC16160.00%0.00%0.01%Q4 2019Q3 202316
KTOS KRATOS DEFENSE16160.00%0.00%0.01%Q4 2019Q3 202316
LUV SOUTHWEST AIRLINES16160.00%0.00%0.01%Q4 2019Q3 202316
DHR DANAHER CORP16160.00%0.00%0.01%Q4 2019Q3 202316
IDXX IDEXX LABS INC16160.00%0.00%0.00%Q4 2019Q3 202316
IWB ISHARES RUSSELL16160.00%0.00%0.01%Q4 2019Q3 202316
DFS DISCOVER FINANCIAL16160.00%0.00%0.01%Q4 2019Q3 202316
ECNS ISHARES MSCI16160.00%0.00%0.01%Q4 2019Q3 202316
FBHS FORTUNE BRANDS16160.00%0.00%0.00%Q4 2019Q3 202316
BTG B2GOLD CORP16160.00%0.00%0.01%Q4 2019Q3 202316
SCHD SCHWAB US16160.00%0.00%0.01%Q4 2019Q3 202316
CCL CARNIVAL CORP16160.00%0.00%0.01%Q4 2019Q3 202316
ZBH ZIMMER BIOMET16160.00%0.00%0.00%Q4 2019Q3 202316
MATW MATTHEWS INTL CORP CL A16160.00%0.00%0.00%Q4 2019Q3 202316
CSIQ CANADIAN SOLAR16160.00%0.00%0.00%Q4 2019Q3 202316
MJ ETFMG ALTERNATIVE16160.00%0.00%0.00%Q4 2019Q3 202316
NEO NEOGENOMICS INC16160.00%0.00%0.00%Q4 2019Q3 202316
NOC NORTHROP GRUMMAN16160.00%0.00%0.00%Q4 2019Q3 202316
C CITIGROUP INC16160.00%0.00%0.01%Q4 2019Q3 202316
XLE SECTOR ENERGY16160.00%0.00%0.00%Q4 2019Q3 202316
NKE NIKE INC16160.00%0.00%0.00%Q4 2019Q3 202316
GDXJ VANECK VECTORS16160.00%0.00%0.00%Q4 2019Q3 202316
ELS EQUITY LIFESTYLE16160.00%0.00%0.00%Q4 2019Q3 202316
TWIN TWIN DISC16160.00%0.00%0.00%Q4 2019Q3 202316
ACCO ACCO BRANDS16160.00%0.00%0.00%Q4 2019Q3 202316
LE LANDS END16160.00%0.00%0.00%Q4 2019Q3 202316
QSR RESTAURANT BRANDS16160.00%0.00%0.00%Q4 2019Q3 202316
QRTEA QURATE RETAIL16160.00%0.00%0.00%Q4 2019Q3 202316
BHF BRIGHTHOUSE FINANCIAL16160.00%0.00%0.00%Q4 2019Q3 202316
WEN WENDYS CO16160.00%0.00%0.00%Q4 2019Q3 202316
AVNS AVANOS MEDICAL16160.00%0.00%0.00%Q4 2019Q3 202316
RODM LATTICE HARTFORD15151.31%3.37%5.01%Q1 2020Q3 202315
SPMD SPDR PORTFOLIO15150.84%1.75%2.12%Q1 2020Q3 202315
MDYV SPDR SERIES15151.05%1.24%1.52%Q1 2020Q3 202315
SPSM SPDR PORTFOLIO15150.45%0.97%1.27%Q1 2020Q3 202315
GEM GOLDMAN SACHS15150.10%0.57%1.03%Q1 2020Q3 202315
DES WISDOMTREE U S15150.35%0.57%0.85%Q1 2020Q3 202315
MDYG SPDR SERIES15150.36%0.56%1.04%Q1 2020Q3 202315
JSML JANUS DETROIT15150.18%0.47%0.73%Q1 2020Q3 202315
PEP PEPSICO INC870.06%0.09%0.14%Q4 2019Q3 202315
FIS FIDELITY NATIONAL15150.02%0.08%0.20%Q1 2020Q3 202315
ORCL ORACLE CORP870.06%0.08%0.10%Q4 2019Q3 202315
SLYG SPDR SERIES1050.00%0.06%0.43%Q4 2019Q3 202315
NVDA NVIDIA CORP1230.00%0.05%0.08%Q4 2019Q3 202315
ARKW ARK NEXT15150.01%0.02%0.04%Q1 2020Q3 202315
ARKK ARK INNOVATION15150.01%0.02%0.04%Q1 2020Q3 202315
ARKQ ARK AUTONOMOUS15150.01%0.02%0.03%Q1 2020Q3 202315
AMAT APPLIED MATERIALS15150.01%0.01%0.02%Q1 2020Q3 202315
DTD WISDOMTREE U S15150.01%0.01%0.02%Q1 2020Q3 202315
PFE PFIZER INC1230.00%0.01%0.02%Q4 2019Q3 202315
IHF ISHARES U S15150.01%0.01%0.02%Q1 2020Q3 202315
INTC INTEL CORP15150.01%0.01%0.02%Q4 2019Q2 202315
AMT AMERICAN TOWER15150.00%0.01%0.01%Q4 2019Q2 202315
DAL DELTA AIRLINES15150.00%0.00%0.01%Q1 2020Q3 202315
NCLH NORWEGIAN CRUISE15150.00%0.00%0.00%Q1 2020Q3 202315
GTO INVESCO TOTAL14141.16%1.50%1.88%Q2 2020Q3 202314
NUMG NUVEEN ESG14140.00%0.89%2.97%Q2 2020Q3 202314
MLPX GLOBAL X14140.04%0.81%1.58%Q2 2020Q3 202314
SPSB SPDR PORTFOLIO860.02%0.15%0.67%Q4 2019Q3 202314
EFG ISHARES MSCI14140.00%0.08%0.76%Q4 2019Q1 202314
XLRE SELECT SECTOR14140.01%0.07%0.17%Q2 2020Q3 202314
LQD ISHARES IBOXX14140.02%0.05%0.12%Q4 2019Q1 202314
IHDG WISDOMTREE TRUST14140.02%0.03%0.03%Q2 2020Q3 202314
TMO THERMO FISHER14140.02%0.02%0.03%Q2 2020Q3 202314
ESGD ISHARES ESG14140.01%0.01%0.02%Q2 2020Q3 202314
GILD GILEAD SCIENCES1310.00%0.01%0.02%Q4 2019Q3 202314
CSCO CISCO SYSTEMS630.00%0.01%0.02%Q4 2019Q3 202314
BA BOEING COMPANY1220.00%0.01%0.02%Q4 2019Q3 202314
FIVG ETF DEFIANCE14140.00%0.01%0.01%Q2 2020Q3 202314
NUMV NUVEEN ESG14140.00%0.01%0.01%Q2 2020Q3 202314
ESML ISHARES ESG14140.00%0.00%0.01%Q2 2020Q3 202314
AAP ADVANCE AUTO14140.00%0.00%0.00%Q2 2020Q3 202314
PENN PENN NATIONAL14140.00%0.00%0.00%Q2 2020Q3 202314
MSGS MADISON SQUARE14140.00%0.00%0.00%Q2 2020Q3 202314
RCL ROYAL CARIBBEAN14140.00%0.00%0.00%Q2 2020Q3 202314
BP BP PLC14140.00%0.00%0.00%Q2 2020Q3 202314
AGG ISHARES CORE1210.00%2.15%6.23%Q4 2019Q3 202313
JHMM JOHN HANCOCK13130.09%0.83%1.32%Q3 2020Q3 202313
USRT ISHARES CORE13130.02%0.43%0.99%Q4 2019Q4 202213
IXUS ISHARES CORE13130.01%0.03%0.06%Q4 2019Q4 202213
FSK FS KKR1030.00%0.01%0.01%Q2 2020Q3 202313
IRM IRON MOUNTAIN13130.00%0.00%0.01%Q3 2020Q3 202313
WWE WORLD WRESTLING13130.00%0.00%0.01%Q2 2020Q2 202313
ADBE ADOBE INC13130.00%0.00%0.01%Q3 2020Q3 202313
AG FIRST MAJESTIC13130.00%0.00%0.01%Q3 2020Q3 202313
FLGT FULGENT GENETICS13130.00%0.00%0.01%Q3 2020Q3 202313
INTU INTUIT INC1030.00%0.00%0.00%Q4 2019Q3 202313
KMI KINDER MORGAN13130.00%0.00%0.01%Q4 2019Q4 202213
MAT MATTEL INC13130.00%0.00%0.00%Q3 2020Q3 202313
GRWG GROWGENERATION CORP13130.00%0.00%0.00%Q3 2020Q3 202313
SPMO INVESCO EXCHANGE12120.01%0.56%1.56%Q4 2020Q3 202312
VEA VANGUARD FTSE530.01%0.07%0.31%Q4 2019Q3 202312
UCON FIRST TRUST12120.01%0.05%0.17%Q4 2019Q3 202212
COST COSTCO WHOLESALE12120.01%0.03%0.05%Q4 2020Q3 202312
QUAD QUAD GRAPHICS750.00%0.01%0.02%Q1 2020Q2 202312
LMT LOCKHEED MARTIN930.00%0.01%0.02%Q4 2019Q1 202312
UNH UNITEDHEALTH GROUP750.00%0.01%0.03%Q4 2019Q3 202312
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UL UNILEVER PLC12120.01%0.01%0.01%Q4 2020Q3 202312
EMR EMERSON ELECTRIC12120.01%0.01%0.01%Q4 2019Q3 202212
ARKG ARK GENOMIC12120.00%0.01%0.01%Q4 2020Q3 202312
INDA ISHARES MSCI12120.00%0.01%0.01%Q4 2019Q3 202212
USB U S BANCORP DE12120.00%0.01%0.01%Q4 2019Q3 202212
IGM ISHARES EXPANDED12120.00%0.01%0.01%Q3 2020Q2 202312
ABNB AIRBNB INC12120.00%0.00%0.01%Q4 2020Q3 202312
ZM ZOOM VIDEO12120.00%0.00%0.01%Q1 2020Q4 202212
RADA RADA ELECTRONIC12120.00%0.00%0.00%Q4 2019Q3 202212
CLR CONTINENTAL RESOURCES12120.00%0.00%0.00%Q4 2019Q3 202212
ACB AURORA CANNABIS1020.00%0.00%0.00%Q2 2020Q3 202312
FE FIRSTENERGY CORP12120.00%0.00%0.00%Q4 2020Q3 202312
BSX BOSTON SCIENTIFIC12120.00%0.00%0.00%Q4 2020Q3 202312
GEVO GEVO INC12120.00%0.00%0.00%Q4 2020Q3 202312
FCEL FUELCELL ENERGY12120.00%0.00%0.00%Q4 2020Q3 202312
CWI SPDR MSCI11110.08%1.29%2.29%Q1 2021Q3 202311
MMM 3M COMPANY11110.01%0.02%0.03%Q1 2021Q3 202311
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WELL WELLTOWER INC11110.01%0.02%0.02%Q1 2021Q3 202311
VYM VANGUARD HIGH740.00%0.01%0.02%Q4 2019Q3 202311
AVGO BROADCOM INC11110.00%0.00%0.01%Q1 2021Q3 202311
NVAX NOVAVAX INC11110.00%0.00%0.01%Q1 2021Q3 202311
GENY PRINCIPAL MILLENNIALS11110.00%0.00%0.01%Q1 2021Q3 202311
SYY SYSCO CORP510.00%0.00%0.00%Q1 2020Q3 202311
BAC BANK AMERICA710.00%0.00%0.00%Q4 2019Q1 202311
QS QUANTUMSCAPE CORP11110.00%0.00%0.00%Q1 2021Q3 202311
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VUG VANGUARD GROWTH10100.02%1.39%3.89%Q2 2021Q3 202310
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AGGY WISDOMTREE YIELD10100.09%0.40%0.80%Q4 2019Q1 202210
AVDV AVANTIS INTL10100.04%0.37%0.55%Q2 2021Q3 202310
SPEM SPDR PORTFOLIO910.01%0.19%0.25%Q1 2020Q3 202310
XSOE WISDOMTREE EMERGING910.01%0.15%0.34%Q4 2019Q3 202310
PZA INVESCO NATIONAL10100.01%0.02%0.04%Q4 2019Q1 202210
OGE OGE ENERGY CORP10100.00%0.02%0.04%Q4 2019Q1 202210
PHO INVESCO WATER910.01%0.01%0.02%Q4 2019Q3 202310
VBR VANGUARD SMALL10100.01%0.01%0.01%Q2 2021Q3 202310
QDEL QUIDEL CORP10100.00%0.01%0.02%Q4 2019Q1 202210
ITA ISHARES AEROSPACE10100.01%0.01%0.01%Q2 2020Q3 202210
VBK VANGUARD SMALL10100.01%0.01%0.01%Q2 2021Q3 202310
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OTTR OTTER TAIL10100.00%0.00%0.00%Q2 2021Q3 202310
CAT CATERPILLAR INC730.00%0.00%0.01%Q4 2019Q3 202310
BTI BRITISH AMERN10100.00%0.00%0.00%Q2 2021Q3 202310
TGT TARGET CORP10100.00%0.00%0.01%Q2 2021Q3 202310
CARR CARRIER GLOBAL610.00%0.00%0.00%Q2 2020Q3 202310
CTAS CINTAS CORP730.00%0.00%0.00%Q4 2019Q3 202310
ZNGA ZYNGA INC10100.00%0.00%0.00%Q4 2019Q1 202210
AMP AMERIPRISE FINANCIAL730.00%0.00%0.00%Q4 2019Q3 202310
CLX CLOROX COMPANY10100.00%0.00%0.00%Q4 2019Q1 202210
MMLP MARTIN MIDSTREAM10100.00%0.00%0.00%Q4 2019Q1 202210
SPAB SPDR PORTFOLIO990.44%0.52%0.62%Q3 2021Q3 20239
CSB VICTORYSHARES US990.04%0.28%0.45%Q3 2021Q3 20239
DFUS DIMENSIONAL US630.03%0.04%0.05%Q2 2021Q3 20239
IAU ISHARES GOLD630.02%0.03%0.03%Q2 2021Q3 20239
EA ELECTRONIC ARTS990.01%0.02%0.03%Q4 2019Q4 20219
SCHF SCHWAB INTL720.00%0.02%0.03%Q4 2019Q3 20239
IWP ISHARES RUSSELL990.01%0.01%0.02%Q4 2019Q4 20219
RDVY FIRST TRUST540.00%0.01%0.02%Q4 2019Q3 20239
VGT VANGUARD INFORMATION610.00%0.01%0.02%Q2 2020Q3 20239
IEFA ISHARES CORE310.00%0.01%0.02%Q4 2019Q2 20239
XLNX XILINX INC990.00%0.00%0.01%Q4 2019Q4 20219
HON HONEYWELL INTL510.00%0.00%0.01%Q4 2019Q3 20239
OKE ONEOK INC810.00%0.00%0.01%Q1 2021Q3 20239
MPC MARATHON PETROLEUM710.00%0.00%0.01%Q4 2019Q3 20239
DFAT DIMENSIONAL US630.00%0.00%0.00%Q2 2021Q3 20239
SQM SOCIEDAD QUIMICA990.00%0.00%0.00%Q3 2021Q3 20239
KBWR INVESCO KBW720.00%0.00%0.00%Q1 2021Q3 20239
ASML ASML HOLDING990.00%0.00%0.00%Q3 2021Q3 20239
RIO RIO TINTO990.00%0.00%0.00%Q3 2021Q3 20239
ALB ALBEMARLE CORP990.00%0.00%0.00%Q3 2021Q3 20239
SCCO SOUTHERN COPPER990.00%0.00%0.00%Q3 2021Q3 20239
OTIS OTIS WORLDWIDE630.00%0.00%0.00%Q2 2020Q3 20239
GGT GABELLI MULTIMEDIA990.00%0.00%0.00%Q3 2020Q3 20229
NEM NEWMONT CORP990.00%0.00%0.00%Q3 2021Q3 20239
OEG ORBITAL INFRASTRUCTURE990.00%0.00%0.00%Q1 2021Q1 20239
DELL DELL TECHNOLOGIES990.00%0.00%0.00%Q3 2021Q3 20239
PNW PINNACLE WEST990.00%0.00%0.00%Q3 2021Q3 20239
MMIT INDEXIQ IQ882.53%4.31%7.17%Q4 2021Q3 20238
OMFS INVESCO RUSSELL880.26%0.61%0.99%Q4 2021Q3 20238
AVEM AVANTIS EMERGING880.22%0.50%0.70%Q4 2021Q3 20238
PBSM INVESCO PUREBETA880.00%0.06%0.16%Q2 2021Q1 20238
VNLA JANUS HENDERSON880.01%0.02%0.04%Q4 2019Q3 20218
ESGU ISHARES ESG880.01%0.02%0.03%Q4 2021Q3 20238
RE EVEREST REINSURANCE880.02%0.02%0.02%Q1 2021Q4 20228
QUAL ISHARES MSCI620.02%0.02%0.02%Q4 2019Q3 20238
VTEB VANGUARD MUNICIPAL710.01%0.01%0.07%Q1 2020Q2 20238
XLP SECTOR CONSUMER880.01%0.01%0.02%Q2 2020Q1 20228
NUEM NUVEEN ESG440.00%0.01%0.02%Q4 2019Q3 20228
GENERAL ELECTRIC620.00%0.01%0.02%Q3 2021Q3 20238
DGRS WISDOMTREE US880.01%0.01%0.01%Q4 2021Q3 20238
PREF PRINCIPAL SPECTRUM880.01%0.01%0.01%Q4 2021Q3 20238
LIT GLOBAL X880.00%0.01%0.01%Q4 2021Q3 20238
VCIT VANGUARD INTERMEDIATE620.00%0.00%0.02%Q4 2019Q2 20238
CGC CANOPY GROWTH880.00%0.00%0.01%Q4 2019Q3 20218
ARNA ARENA PHARMACEUTICALS880.00%0.00%0.00%Q1 2020Q4 20218
VRTX VERTEX PHARMACEUTICALS410.00%0.00%0.01%Q4 2019Q3 20228
IDT IDT CORP880.00%0.00%0.00%Q4 2021Q3 20238
ACN ACCENTURE PLC410.00%0.00%0.00%Q4 2019Q2 20238
MSGE MADISON SQUARE880.00%0.00%0.00%Q2 2020Q1 20228
VMW VMWARE INC880.00%0.00%0.00%Q4 2021Q3 20238
PULS PGIM ULTRA770.68%1.59%2.66%Q1 2022Q3 20237
DGRW WISDOMTREE TRUST770.01%0.45%1.07%Q1 2022Q3 20237
NEE NEXTERA ENERGY770.00%0.04%0.08%Q1 2022Q3 20237
DEM WISDOMTREE EMERGING770.02%0.03%0.03%Q1 2022Q3 20237
GE GENERAL ELECTRIC770.01%0.01%0.02%Q4 2019Q2 20217
SCHA SCHWAB US770.00%0.01%0.02%Q1 2022Q3 20237
CION INVESTMENT610.00%0.01%0.02%Q4 2021Q3 20237
WSBF WATERSTONE FINANCIAL430.00%0.01%0.02%Q4 2019Q1 20227
FPXI FIRST TRUST770.00%0.01%0.01%Q2 2020Q4 20217
FNDX SCHWAB FUNDAMENTAL770.00%0.01%0.01%Q1 2022Q3 20237
VOT VANGUARD MID610.00%0.01%0.01%Q3 2020Q2 20237
EGP EASTGROUP PROPERTIES430.00%0.01%0.01%Q4 2021Q3 20237
FNDF SCHWAB FUNDAMENTAL770.00%0.00%0.01%Q1 2022Q3 20237
SQ BLOCK INC770.00%0.00%0.01%Q1 2022Q3 20237
1895 BANCORP610.00%0.00%0.01%Q4 2021Q3 20237
FR FIRST INDUSTRIAL430.00%0.00%0.01%Q4 2021Q3 20237
KHC KRAFT HEINZ520.00%0.00%0.01%Q4 2019Q4 20217
DOCU DOCUSIGN INC770.00%0.00%0.01%Q1 2022Q3 20237
RIVIAN AUTOMOTIVE610.00%0.00%0.01%Q4 2021Q3 20237
FTAI FORTRESS TRANSPORTATION770.00%0.00%0.00%Q1 2021Q3 20227
LIN LINDE PLC770.00%0.00%0.00%Q2 2021Q4 20227
SABR SABRE CORP430.00%0.00%0.00%Q4 2019Q3 20237
KOSS KOSS CORP770.00%0.00%0.00%Q1 2022Q3 20237
AEM AGNICO-EAGLE770.00%0.00%0.00%Q1 2022Q3 20237
LIFE TIME610.00%0.00%0.00%Q4 2021Q3 20237
FEYE FIREEYE INC770.00%0.00%0.00%Q1 2020Q3 20217
RSG REPUBLIC SERVICES310.00%0.00%0.00%Q4 2019Q2 20237
BCOR BLUCORA INC770.00%0.00%0.00%Q4 2019Q2 20217
SIEB SIEBERT FINANCIAL770.00%0.00%0.00%Q4 2019Q2 20217
JP MORGAN660.03%1.00%2.52%Q2 2022Q3 20236
BBRE JPMORGAN BETABUILDERS660.23%0.27%0.29%Q2 2022Q3 20236
SPGM SPDR MSCI660.02%0.06%0.09%Q2 2022Q3 20236
DWM WISDOMTREE DEFA660.03%0.03%0.03%Q2 2020Q3 20216
IAU ISHARES GOLD660.02%0.03%0.04%Q4 2019Q1 20216
EFA ISHARES MSCI420.00%0.02%0.06%Q4 2019Q3 20236
IQDG WISDOMTREE INTL420.01%0.02%0.02%Q1 2022Q3 20236
CLXPF CYBIN INC660.01%0.01%0.02%Q2 2022Q3 20236
XHE SPDR S&P660.01%0.01%0.01%Q4 2020Q1 20226
GS GOLDMAN SACHS510.00%0.01%0.01%Q1 2022Q3 20236
FBT FIRST TRUST510.00%0.01%0.03%Q4 2019Q1 20236
ZTS ZOETIS INC420.00%0.01%0.01%Q1 2022Q3 20236
NCBS NICOLET BANKSHARES510.00%0.01%0.01%Q4 2019Q3 20236
SNA SNAP ON INC660.00%0.00%0.01%Q4 2019Q1 20216
DIMENSIONAL US660.00%0.00%0.01%Q2 2022Q3 20236
XYL XYLEM INC510.00%0.00%0.01%Q4 2019Q1 20226
BMI BADGER METER660.00%0.00%0.00%Q2 2022Q3 20236
SHOP SHOPIFY INC660.00%0.00%0.01%Q4 2021Q1 20236
VXF VANGUARD EXTENDED410.00%0.00%0.00%Q3 2021Q3 20236
MPW MEDICAL PROPERTIES660.00%0.00%0.00%Q2 2022Q3 20236
JEMD NUVEEN EMERGING660.00%0.00%0.00%Q3 2020Q4 20216
INGR INGREDION INC660.00%0.00%0.00%Q3 2020Q4 20216
QUIDELORTHO CORP660.00%0.00%0.00%Q2 2022Q3 20236
MAC MACERICH COMPANY660.00%0.00%0.00%Q1 2021Q2 20226
AXP AMERICAN EXPRESS330.00%0.00%0.00%Q4 2019Q3 20226
VOE VANGUARD MID330.00%0.00%0.00%Q4 2019Q3 20226
KL KIRKLAND LAKE660.00%0.00%0.00%Q3 2020Q4 20216
SAND SANDSTORM GOLD660.00%0.00%0.00%Q2 2022Q3 20236
MAR MARRIOTT INTL510.00%0.00%0.00%Q1 2020Q3 20236
WARNER BROS660.00%0.00%0.00%Q2 2022Q3 20236
VTRS VIATRIS INC660.00%0.00%0.00%Q4 2020Q1 20226
TTWO TAKE-TWO INTERACTIVE660.00%0.00%0.00%Q2 2022Q3 20236
ZIMVIE INC660.00%0.00%0.00%Q2 2022Q3 20236
SPHQ INVESCO EXCHANGE550.36%0.99%1.47%Q3 2022Q3 20235
WTMF WISDOMTREE MANAGED550.41%0.53%0.77%Q4 2019Q4 20205
FYC FIRST TRUST550.01%0.43%0.66%Q3 2022Q3 20235
ISMD NORTHERN LIGHTS550.02%0.03%0.04%Q3 2022Q3 20235
IGSB ISHARES SHORT320.00%0.01%0.02%Q4 2019Q1 20225
LNT ALLIANT ENERGY550.01%0.01%0.01%Q3 2022Q3 20235
LPI LAREDO PETROLEUM550.00%0.01%0.02%Q4 2020Q4 20215
KSS KOHLS CORP550.00%0.01%0.03%Q4 2019Q4 20205
VDE VANGUARD ENERGY550.01%0.01%0.01%Q1 2020Q1 20215
MUST COLUMBIA MULTI550.01%0.01%0.01%Q4 2021Q4 20225
SCHW SCHWAB CHARLES550.01%0.01%0.01%Q3 2022Q3 20235
VLO VALERO ENERGY550.01%0.01%0.01%Q3 2022Q3 20235
ACWI ISHARES MSCI550.01%0.01%0.01%Q1 2020Q1 20215
EES WISDOMTREE U S550.01%0.01%0.01%Q4 2021Q4 20225
HYLB X TRACKERS550.01%0.01%0.01%Q4 2021Q4 20225
JPC NUVEEN PFD550.01%0.01%0.01%Q4 2021Q4 20225
LUMN LUMEN TECHNOLOGIES550.00%0.01%0.01%Q4 2019Q4 20205
RTX RTX CORP310.00%0.00%0.01%Q2 2020Q3 20235
COWZ PACER US550.00%0.00%0.01%Q3 2022Q3 20235
VIAC VIACOMCBS INC550.00%0.00%0.01%Q4 2019Q4 20205
ETRN EQUITRANS MIDSTREAM550.00%0.00%0.00%Q1 2020Q1 20215
USFD US FOODS550.00%0.00%0.01%Q1 2020Q1 20215
PPC PILGRIMS PRIDE550.00%0.00%0.00%Q4 2020Q4 20215
PFGC PERFORMANCE FOOD550.00%0.00%0.00%Q1 2020Q1 20215
TEN TENNECO INC550.00%0.00%0.00%Q3 2021Q3 20225
ALSN ALLISON TRANSMISSION550.00%0.00%0.00%Q3 2020Q3 20215
XPH SPDR SERIES550.00%0.00%0.00%Q4 2019Q4 20205
SYK STRYKER CORP310.00%0.00%0.01%Q4 2019Q3 20225
LUMN LUMEN TECHNOLOGIES320.00%0.00%0.01%Q1 2021Q3 20235
WWJD NORTHERN LIGHTS550.00%0.00%0.00%Q3 2022Q3 20235
MTW MANITOWOC COMPANY550.00%0.00%0.00%Q4 2019Q4 20205
SLB SCHLUMBERGER LTD550.00%0.00%0.00%Q4 2019Q4 20205
ZTO ZTO EXPRESS550.00%0.00%0.00%Q3 2020Q3 20215
COP CONOCOPHILLIPS410.00%0.00%0.01%Q1 2022Q2 20235
SBUX STARBUCKS CORP310.00%0.00%0.00%Q4 2019Q1 20235
DXC DXC TECHNOLOGY550.00%0.00%0.00%Q4 2019Q4 20205
WRAP WRAP TECHNOLOGIES550.00%0.00%0.00%Q3 2022Q3 20235
ENG ENGLOBAL CORP550.00%0.00%0.00%Q4 2020Q4 20215
SCHE SCHWAB EMERGING410.00%0.00%0.00%Q2 2021Q4 20225
CSX CSX CORP320.00%0.00%0.00%Q1 2022Q3 20235
PRSP PERSPECTA INC550.00%0.00%0.00%Q4 2019Q4 20205
ZIM ZIM INTEGRATED550.00%0.00%0.00%Q3 2022Q3 20235
PORTILLO'S INC550.00%0.00%0.00%Q3 2022Q3 20235
SIRI SIRIUS XM550.00%0.00%0.00%Q4 2019Q4 20205
FTAI INFRASTRUCTURE550.00%0.00%0.00%Q3 2022Q3 20235
GNOG GOLDEN NUGGET550.00%0.00%0.00%Q1 2021Q1 20225
EMBECTA CORP550.00%0.00%0.00%Q2 2022Q2 20235
WISDOMTREE FLOATING440.01%0.37%0.79%Q4 2022Q3 20234
EFV ISHARES MSCI220.01%0.17%0.63%Q4 2019Q1 20224
CLNC COLONY CREDIT440.00%0.07%0.20%Q4 2019Q3 20204
DE DEERE & CO440.05%0.05%0.06%Q4 2022Q3 20234
UITB VICTORYSHARES USAA440.02%0.03%0.04%Q4 2022Q3 20234
FSKR FS KKR440.01%0.02%0.04%Q2 2020Q1 20214
BDJ BLACKROCK ENHANCED440.01%0.02%0.02%Q4 2019Q3 20204
MMU WESTERN ASSET440.01%0.01%0.02%Q2 2021Q1 20224
MRO MARATHON OIL440.00%0.01%0.02%Q4 2022Q3 20234
DVY ISHARES SELECT310.00%0.01%0.02%Q4 2019Q2 20214
SHAG WISDOMTREE YIELD440.01%0.01%0.01%Q4 2021Q3 20224
SCHP SCHWAB US220.00%0.01%0.02%Q1 2022Q1 20234
FLQM FRANKLIN US440.00%0.01%0.02%Q1 2022Q4 20224
ARE ALEXANDRIA REAL220.00%0.00%0.01%Q4 2021Q2 20234
JPST JPMORGAN310.00%0.00%0.01%Q4 2019Q1 20234
BBCA JPMORGAN BETABUILDERS310.00%0.00%0.01%Q2 2021Q2 20224
RWJ INVESCO S&P440.00%0.00%0.00%Q4 2022Q3 20234
CAPITAL GROUP440.00%0.00%0.00%Q4 2022Q3 20234
ESGE ISHARES ESG440.00%0.00%0.00%Q4 2021Q3 20224
FTNT FORTINET INC310.00%0.00%0.00%Q4 2019Q4 20224
DLTR DOLLAR TREE440.00%0.00%0.00%Q4 2021Q3 20224
MYL MYLAN N V440.00%0.00%0.00%Q4 2019Q3 20204
SCHH SCHWAB US440.00%0.00%0.00%Q4 2021Q3 20224
TER TERADYNE INC440.00%0.00%0.00%Q4 2022Q3 20234
AFL AFLAC INC440.00%0.00%0.01%Q1 2022Q4 20224
SPLK SPLUNK INC440.00%0.00%0.00%Q2 2021Q1 20224
HRTX HERON THERAPEUTICS440.00%0.00%0.00%Q2 2020Q1 20214
BATH & BODY440.00%0.00%0.00%Q3 2022Q2 20234
OKTA OKTA INC440.00%0.00%0.00%Q3 2022Q2 20234
HSY HERSHEY COMPANY310.00%0.00%0.00%Q4 2019Q4 20224
FTAI AVIATION440.00%0.00%0.00%Q4 2022Q3 20234
MMC MARSH & MCLENNAN310.00%0.00%0.00%Q4 2019Q4 20224
LEONARDO DRS440.00%0.00%0.00%Q4 2022Q3 20234
RSX VANECK RUSSIA440.00%0.00%0.00%Q1 2022Q4 20224
REAL THE REALREAL440.00%0.00%0.00%Q4 2022Q3 20234
ORGANIGRAM HOLDINGS440.00%0.00%0.00%Q4 2019Q3 20204
IAC IAC INC440.00%0.00%0.00%Q4 2022Q3 20234
STEM STEM INC440.00%0.00%0.00%Q4 2022Q3 20234
CDNS CADENCE DESIGN310.00%0.00%0.00%Q4 2019Q4 20224
MOH MOLINA HEALTHCARE310.00%0.00%0.00%Q4 2019Q4 20224
CL COLGATE-PALMOLIVE310.00%0.00%0.00%Q4 2019Q3 20214
FDIV FIRST TRUST440.00%0.00%0.00%Q4 2019Q3 20204
FEI FIRST TRUST440.00%0.00%0.00%Q2 2021Q1 20224
HUM HUMANA INC440.00%0.00%0.00%Q1 2022Q4 20224
AIZ ASSURANT INC310.00%0.00%0.00%Q4 2019Q3 20224
SNPS SYNOPSYS INC310.00%0.00%0.00%Q4 2019Q2 20234
MANH MANHATTAN ASSOCS310.00%0.00%0.00%Q4 2019Q2 20234
PHM PULTEGROUP INC310.00%0.00%0.00%Q4 2019Q2 20234
JNK SPDR BLOOMBERG310.00%0.00%0.00%Q3 2021Q2 20234
GRPN GROUPON INC440.00%0.00%0.00%Q2 2020Q1 20214
TTEK TETRA TECH310.00%0.00%0.00%Q4 2019Q2 20234
ZDGE ZEDGE INC440.00%0.00%0.00%Q4 2021Q3 20224
MASTERBRAND INC440.00%0.00%0.00%Q4 2022Q3 20234
RFL RAFAEL HLDGS440.00%0.00%0.00%Q4 2021Q3 20224
BBSC JP MORGAN330.02%0.10%0.15%Q1 2023Q3 20233
WBND LEGG MASON330.02%0.10%0.21%Q1 2022Q3 20223
OXY OCCIDENTAL PETROLEUM330.06%0.07%0.07%Q1 2023Q3 20233
OESX ORION ENERGY330.04%0.05%0.06%Q4 2019Q2 20203
MOAT VANECK MORNINGSTAR330.02%0.02%0.02%Q1 2023Q3 20233
GOVT ISHARES U S210.01%0.02%0.03%Q4 2021Q1 20233
IUSV ISHARES CORE330.00%0.02%0.03%Q4 2019Q2 20203
BBMC JPMORGAN BETABUILDERS330.00%0.02%0.02%Q1 2023Q3 20233
MDLZ MONDELEZ INTERNATIONAL110.00%0.01%0.04%Q3 2021Q3 20223
JCI JOHNSON CONTROLS210.00%0.01%0.02%Q4 2019Q3 20233
MMTM SPDR S&P330.01%0.01%0.02%Q2 2022Q4 20223
IDU ISHARES U S330.01%0.01%0.01%Q1 2020Q3 20203
AVUV AVANTIS U S210.00%0.01%0.02%Q2 2022Q1 20233
URI UNITED RENTALS330.01%0.01%0.01%Q1 2023Q3 20233
EWJ ISHARES MSCI330.01%0.01%0.01%Q4 2019Q2 20203
MBB ISHARES MBS330.00%0.01%0.01%Q3 2021Q1 20223
SMMU PIMCO SHORT330.00%0.01%0.01%Q1 2023Q3 20233
PLNT PLANET FITNESS330.01%0.01%0.01%Q4 2019Q2 20203
K KELLOGG CO330.01%0.01%0.01%Q4 2019Q2 20203
WFC WELLS FARGO110.00%0.01%0.01%Q4 2019Q4 20213
MTCH MATCH GROUP330.00%0.00%0.01%Q4 2019Q2 20203
BBJP JPMORGAN BETABUILDERS330.00%0.00%0.01%Q2 2021Q4 20213
TDIV FIRST TRUST330.00%0.00%0.00%Q1 2023Q3 20233
IYH ISHARES U S210.00%0.00%0.00%Q4 2019Q3 20233
MRNA MODERNA INC330.00%0.00%0.00%Q3 2020Q1 20213
HNGR HANGER INC330.00%0.00%0.00%Q1 2020Q3 20203
DIAL COLUMBIA DIVERSIFIED330.00%0.00%0.00%Q4 2021Q2 20223
JHMI JOHN HANCOCK330.00%0.00%0.00%Q3 2021Q1 20223
GIS GENERAL MILLS330.00%0.00%0.00%Q4 2019Q2 20203
GE HEALTHCARE330.00%0.00%0.00%Q1 2023Q3 20233
LINDE PLC330.00%0.00%0.00%Q1 2023Q3 20233
EMB ISHARES JPMORGAN330.00%0.00%0.00%Q3 2021Q1 20223
NICE NICE LTD330.00%0.00%0.00%Q4 2019Q2 20203
SPCE VIRGIN GALACTIC330.00%0.00%0.00%Q3 2020Q1 20213
NUTEX HEALTH330.00%0.00%0.00%Q1 2023Q3 20233
NMFC NEW MOUNTAIN330.00%0.00%0.00%Q4 2019Q2 20203
CIEN CIENA CORP330.00%0.00%0.00%Q4 2019Q2 20203
WCN WASTE CONNECTIONS330.00%0.00%0.00%Q2 2021Q4 20213
IBM INTL BUSINESS210.00%0.00%0.00%Q4 2019Q1 20233
CAPITAL GROUP330.00%0.00%0.00%Q1 2023Q3 20233
OGN ORGANON & CO330.00%0.00%0.00%Q2 2021Q4 20213
CAPITAL GROUP330.00%0.00%0.00%Q1 2023Q3 20233
LAC LITHIUM AMERS330.00%0.00%0.00%Q1 2023Q3 20233
GRNB VANECK GREEN330.00%0.00%0.00%Q1 2023Q3 20233
FNDE SCHWAB FUNDAMENTAL330.00%0.00%0.00%Q1 2022Q3 20223
AMED AMEDISYS INC330.00%0.00%0.00%Q4 2019Q2 20203
ANSS ANSYS INC330.00%0.00%0.00%Q4 2019Q2 20203
BIIB BIOGEN INC330.00%0.00%0.00%Q4 2019Q2 20203
FTCH FARFETCH LTD330.00%0.00%0.00%Q4 2022Q2 20233
HIG HARTFORD FINANCIAL330.00%0.00%0.00%Q4 2019Q2 20203
MU MICRON TECHNOLOGY INC330.00%0.00%0.00%Q4 2019Q2 20203
STT STATE STREET330.00%0.00%0.00%Q4 2019Q2 20203
SWKS SKYWORKS SOLUTIONS330.00%0.00%0.00%Q4 2019Q2 20203
CE CELANESE CORP330.00%0.00%0.00%Q4 2019Q2 20203
FNDA SCHWAB FUNDAMENTAL330.00%0.00%0.00%Q1 2022Q3 20223
AEP AMERICAN ELECTRIC330.00%0.00%0.00%Q4 2019Q2 20203
BBY BEST BUY330.00%0.00%0.00%Q4 2019Q2 20203
RDSB ROYAL DUTCH330.00%0.00%0.00%Q4 2019Q2 20203
VRSN VERISIGN INC330.00%0.00%0.00%Q4 2019Q2 20203
TRV TRAVELERS COS330.00%0.00%0.00%Q4 2019Q2 20203
MCO MOODYS CORP330.00%0.00%0.00%Q4 2019Q2 20203
MA MASTERCARD INC330.00%0.00%0.00%Q1 2022Q3 20223
IP INTERNATIONAL PAPER330.00%0.00%0.00%Q4 2019Q2 20203
TMUS T-MOBILE US330.00%0.00%0.00%Q4 2019Q2 20203
BAX BAXTER INTL330.00%0.00%0.00%Q4 2019Q2 20203
CHDN CHURCHILL DOWNS330.00%0.00%0.00%Q4 2019Q2 20203
BRT BRT APARTMENTS330.00%0.00%0.00%Q2 2020Q4 20203
AVY AVERY DENNISON CORP330.00%0.00%0.00%Q1 2022Q3 20223
FLT FLEETCOR TECHNOLOGIES330.00%0.00%0.00%Q4 2019Q2 20203
BLK BLACKROCK INC330.00%0.00%0.00%Q4 2019Q2 20203
SRNE SORRENTO THERAPEUTICS330.00%0.00%0.00%Q2 2020Q4 20203
BKNG BOOKING HOLDINGS330.00%0.00%0.00%Q1 2022Q3 20223
ADI ANALOG DEVICES330.00%0.00%0.00%Q1 2022Q3 20223
AWR AMERICAN STS WTR CO330.00%0.00%0.00%Q4 2019Q2 20203
SCHC SCHWAB INTL330.00%0.00%0.00%Q1 2022Q3 20223
FNDC SCHWAB FUNDAMENTAL330.00%0.00%0.00%Q1 2022Q3 20223
CMS CMS ENERGY330.00%0.00%0.00%Q1 2022Q3 20223
PLD PROLOGIS INC330.00%0.00%0.00%Q1 2023Q3 20233
CACI CACI INTERNATIONAL330.00%0.00%0.00%Q4 2019Q2 20203
FDX FEDEX CORP330.00%0.00%0.00%Q4 2019Q2 20203
KEY KEYCORP NEW330.00%0.00%0.00%Q4 2019Q2 20203
LH LABORATORY CORP330.00%0.00%0.00%Q4 2019Q2 20203
CB CHUBB LTD330.00%0.00%0.00%Q1 2022Q3 20223
EBAY EBAY INC330.00%0.00%0.00%Q4 2019Q2 20203
EW EDWARDS LIFESCIENCES330.00%0.00%0.00%Q4 2019Q2 20203
A AGILENT TECHNOLOGIES330.00%0.00%0.00%Q1 2022Q3 20223
SOLO ELECTRAMECCANICA VEHS330.00%0.00%0.00%Q1 2021Q3 20213
EFX EQUIFAX INC330.00%0.00%0.00%Q1 2022Q3 20223
CWT CALIFORNIA WATER330.00%0.00%0.00%Q4 2019Q2 20203
CRS CARPENTER TECHNOLGY330.00%0.00%0.00%Q4 2019Q2 20203
SPG SIMON PROPERTY330.00%0.00%0.00%Q4 2019Q2 20203
MLHR MILLER HERMAN INC330.00%0.00%0.00%Q4 2019Q2 20203
MDC M D C HOLDINGS330.00%0.00%0.00%Q4 2019Q2 20203
WAL WESTERN ALLIANCE330.00%0.00%0.00%Q4 2019Q2 20203
EEFT EURONET WORLDWIDE330.00%0.00%0.00%Q4 2019Q2 20203
EPR EPR PROPERTIES330.00%0.00%0.00%Q4 2019Q2 20203
GLPI GAMING & LEISURE330.00%0.00%0.00%Q4 2019Q2 20203
MAN MANPOWERGROUP INC330.00%0.00%0.00%Q4 2019Q2 20203
HE HAWAIIAN ELEC INDS INC330.00%0.00%0.00%Q4 2019Q2 20203
WWD WOODWARD INC330.00%0.00%0.00%Q4 2019Q2 20203
FANG DIAMONDBACK ENERGY330.00%0.00%0.00%Q4 2019Q2 20203
MAA MID AMERICA330.00%0.00%0.00%Q4 2019Q2 20203
DRI DARDEN RESTAURANTS330.00%0.00%0.00%Q4 2019Q2 20203
SQBG SEQUENTIAL BRANDS330.00%0.00%0.00%Q4 2019Q2 20203
SVC SERVICE PROPERTIES330.00%0.00%0.00%Q4 2019Q2 20203
CNP CENTERPOINT ENERGY330.00%0.00%0.00%Q4 2019Q2 20203
WATT ENERGOUS CORP330.00%0.00%0.00%Q2 2021Q4 20213
OUST OUSTER INC210.00%0.00%0.00%Q2 2022Q1 20233
HAUZ X TRACKERS330.00%0.00%0.00%Q1 2022Q3 20223
ETSY ETSY INC210.00%0.00%0.00%Q1 2022Q3 20233
XRX XEROX HOLDINGS330.00%0.00%0.00%Q1 2023Q3 20233
JMST JP MORGAN220.44%0.69%0.94%Q2 2023Q3 20232
AVDE AVANTIS INTL220.31%0.52%0.74%Q2 2023Q3 20232
BRKA BERKSHIRE HATHAWAY220.27%0.28%0.30%Q2 2023Q3 20232
SJNK SPDR BLOOMBERG220.15%0.20%0.26%Q2 2023Q3 20232
DIMENSIONAL INTL220.07%0.10%0.13%Q2 2023Q3 20232
DOL WISDOMTREE INTL220.03%0.04%0.04%Q4 2019Q1 20202
IUSB ISHARES CORE220.04%0.04%0.04%Q4 2021Q1 20222
FALN ISHARES FALLEN220.02%0.02%0.02%Q4 2021Q1 20222
EFAV ISHARES EDGE220.02%0.02%0.02%Q4 2019Q1 20202
VANECK MORNINGSTAR220.02%0.02%0.02%Q2 2023Q3 20232
FMB FIRST TRUST110.01%0.02%0.03%Q4 2019Q1 20232
FNX FIRST TRUST220.01%0.02%0.02%Q4 2019Q1 20202
IEUS ISHARES MSCI220.01%0.02%0.02%Q4 2019Q1 20202
IBB ISHARES BIOTECHNOLOGY220.02%0.02%0.02%Q2 2023Q3 20232
IWN ISHARES RUSSELL220.01%0.01%0.02%Q4 2019Q1 20202
BSV VANGUARD SHORT220.01%0.01%0.02%Q4 2022Q1 20232
XSMO INVESCO S&P220.01%0.01%0.01%Q4 2021Q1 20222
UN UNILEVER N V220.01%0.01%0.01%Q2 2020Q3 20202
IJS ISHARES S&P220.01%0.01%0.01%Q2 2023Q3 20232
XEL XCEL ENERGY110.00%0.01%0.02%Q2 2022Q3 20232
ETN EATON CORP110.00%0.01%0.02%Q4 2019Q3 20222
FSK FS KKR220.01%0.01%0.01%Q4 2019Q1 20202
RBA RITCHIE BROTHERS220.01%0.01%0.01%Q4 2019Q1 20202
ACB AURORA CANNABIS220.01%0.01%0.01%Q4 2019Q1 20202
PBDM INVESCO PUREBETA220.01%0.01%0.01%Q4 2022Q1 20232
XLF SECTOR FINANCIAL110.00%0.01%0.01%Q4 2019Q2 20232
BBUS JPMORGAN BETABUILDERS220.01%0.01%0.01%Q2 2023Q3 20232
PROSPECT CAP 4.75 20220.01%0.01%0.01%Q4 2019Q1 20202
PENNYMAC CORP 5.375 20220.01%0.01%0.01%Q4 2019Q1 20202
DOW DOW INC220.01%0.01%0.01%Q4 2019Q1 20202
IWR ISHARES RUSSELL220.00%0.01%0.01%Q4 2019Q1 20202
EUFN ISHARES MSCI220.01%0.01%0.01%Q4 2019Q1 20202
RTN RAYTHEON COMPANY220.00%0.01%0.01%Q4 2019Q1 20202
LNG CHENIERE ENERGY220.01%0.01%0.01%Q4 2019Q1 20202
COMT ISHARES U S220.01%0.01%0.01%Q4 2021Q1 20222
BNDX VANGUARD TOTAL110.00%0.01%0.01%Q3 2021Q2 20232
D DOMINION ENERGY220.00%0.01%0.01%Q4 2019Q1 20202
FTCS FIRST TRUST110.00%0.01%0.01%Q2 2021Q1 20232
VLUE ISHARES MSCI220.01%0.01%0.01%Q4 2021Q1 20222
HIX WESTERN ASSET220.00%0.00%0.01%Q1 2020Q2 20202
MLCO MELCO RESORTS220.00%0.00%0.01%Q4 2019Q1 20202
GUNR FLEXSHARES MORNINGSTAR220.00%0.00%0.00%Q2 2023Q3 20232
IXG ISHARES GLOBAL220.00%0.00%0.00%Q4 2021Q1 20222
HDV ISHARES CORE220.00%0.00%0.00%Q4 2019Q1 20202
IXN ISHARES GLOBAL220.00%0.00%0.00%Q4 2021Q1 20222
BXMT BLACKSTONE MORTGAGE220.00%0.00%0.00%Q1 2020Q2 20202
NWBI NORTHWEST BANCSHARES220.00%0.00%0.00%Q4 2019Q1 20202
VAW VANGUARD MATERIALS220.00%0.00%0.00%Q2 2023Q3 20232
MTCH MATCH GROUP220.00%0.00%0.00%Q3 2020Q4 20202
DFJ WISDOMTREE JAPAN220.00%0.00%0.00%Q1 2021Q2 20212
PSX PHILLIPS 66110.00%0.00%0.00%Q1 2022Q1 20232
HEFA ISHARES CURRENCY220.00%0.00%0.00%Q3 2022Q4 20222
ADC AGREE REALTY220.00%0.00%0.00%Q1 2023Q2 20232
APAM ARTISAN PARTNERS220.00%0.00%0.00%Q3 2022Q4 20222
EWW ISHARES MSCI220.00%0.00%0.00%Q2 2023Q3 20232
AON AON PLC110.00%0.00%0.00%Q4 2022Q2 20232
IONS IONIS PHARMACEUTICALS220.00%0.00%0.00%Q2 2021Q3 20212
BRP INC220.00%0.00%0.00%Q1 2020Q2 20202
BMBL BUMBLE INC220.00%0.00%0.00%Q1 2021Q2 20212
FLOT ISHARES FLOATING220.00%0.00%0.00%Q2 2021Q3 20212
MXIM MAXIM INTEGRATED220.00%0.00%0.00%Q4 2019Q1 20202
VIRX VIRACTA THERAPEUTICS220.00%0.00%0.00%Q2 2023Q3 20232
WAB WABTEC220.00%0.00%0.00%Q4 2019Q1 20202
PAYX PAYCHEX INC220.00%0.00%0.00%Q4 2019Q1 20202
CALF PACER U S220.00%0.00%0.00%Q3 2022Q4 20222
CBRL CRACKER BARREL220.00%0.00%0.00%Q4 2019Q1 20202
RANI THERAPEUTICS220.00%0.00%0.00%Q2 2023Q3 20232
PSA PUBLIC STORAGE220.00%0.00%0.00%Q4 2019Q1 20202
CTVA CORTEVA INC220.00%0.00%0.00%Q4 2019Q1 20202
PBD INVESCO GLOBAL220.00%0.00%0.00%Q2 2023Q3 20232
FTRCQ FRONTIER COMMUNICATIONS220.00%0.00%0.00%Q4 2019Q1 20202
DD DUPONT DE220.00%0.00%0.00%Q4 2019Q1 20202
KLAC KLA CORP110.00%0.00%0.00%Q4 2020Q3 20222
BX BLACKSTONE INC220.00%0.00%0.00%Q1 2022Q2 20222
RBLX ROBLOX CORP220.00%0.00%0.00%Q2 2023Q3 20232
ASB ASSOCIATED BANC220.00%0.00%0.00%Q2 2023Q3 20232
VMC VULCAN MATERIALS220.00%0.00%0.00%Q1 2022Q2 20222
SH PROSHARES SHORT220.00%0.00%0.00%Q2 2020Q3 20202
BLNK BLINK CHARGING220.00%0.00%0.00%Q2 2023Q3 20232
LUCID GROUP220.00%0.00%0.00%Q2 2023Q3 20232
LAZR LUMINAR TECHNOLOGIES220.00%0.00%0.00%Q2 2023Q3 20232
SQBG SEQUENTIAL BRANDS220.00%0.00%0.00%Q3 2020Q4 20202
SMG SCOTTS MIRACLE-GRO220.00%0.00%0.00%Q2 2023Q3 20232
MINT PIMCO EHNANCED110.00%0.00%0.00%Q2 2020Q3 20212
TLH ISHARES 10-20YR220.00%0.00%0.00%Q4 2022Q1 20232
EBND SPDR BLOOMBERG220.00%0.00%0.00%Q1 2022Q2 20222
CMI CUMMINS INC110.00%0.00%0.00%Q1 2022Q3 20222
MANDIANT INC110.00%0.00%0.00%Q4 2021Q2 20222
OUSTER INC220.00%0.00%0.00%Q2 2023Q3 20232
PM PHILIP MORRIS110.09%0.09%0.09%Q3 2021Q3 20211
USFR WISDOMTREE FLOATING110.07%0.07%0.07%Q2 2020Q2 20201
FTSM FIRST TRUST110.07%0.07%0.07%Q1 2023Q1 20231
FIXD FIRST TRUST110.07%0.07%0.07%Q2 2022Q2 20221
DSL DOUBLELINE INCOME110.06%0.06%0.06%Q4 2019Q4 20191
DBL DOUBLELINE OPPORTUNISTIC110.06%0.06%0.06%Q4 2019Q4 20191
DGS WISDOMTREE EMERGING110.06%0.06%0.06%Q4 2019Q4 20191
TFI SPDR NUVEEN110.05%0.05%0.05%Q2 2023Q2 20231
INTF ISHARES EDGE110.05%0.05%0.05%Q4 2019Q4 20191
SMLF ISHARES EDGE110.05%0.05%0.05%Q1 2020Q1 20201
XLC SELECT SECTOR110.04%0.04%0.04%Q4 2019Q4 20191
SPIB SPDR PORTFOLIO110.04%0.04%0.04%Q2 2023Q2 20231
FLTR VANECK IG110.04%0.04%0.04%Q2 2023Q2 20231
LRGF ISHARES EDGE110.04%0.04%0.04%Q4 2019Q4 20191
XLI SECTOR INDUSTRIAL110.04%0.04%0.04%Q4 2019Q4 20191
SCHK SCHWAB STRATEGIC110.03%0.03%0.03%Q4 2021Q4 20211
SYF SYNCHRONY FINANCIAL110.03%0.03%0.03%Q4 2019Q4 20191
EPS WISDOMTREE U S110.03%0.03%0.03%Q4 2019Q4 20191
AMLP ALPS ALERIAN110.02%0.02%0.02%Q4 2019Q4 20191
VIGI VANGUARD INTERNATIONAL110.02%0.02%0.02%Q2 2023Q2 20231
VGLT VANGUARD LONG110.02%0.02%0.02%Q2 2023Q2 20231
STIP ISHARES 0-5110.02%0.02%0.02%Q4 2022Q4 20221
XT ISHARES EXPONENTIAL110.02%0.02%0.02%Q4 2021Q4 20211
DDWM WISDOMTREE DYNAMIC110.02%0.02%0.02%Q4 2019Q4 20191
USMF WISDOMTREE U S110.02%0.02%0.02%Q4 2019Q4 20191
AOK ISHARES CORE110.02%0.02%0.02%Q1 2023Q1 20231
VCSH VANGUARD SHORT110.02%0.02%0.02%Q4 2022Q4 20221
KOMP SPDR S&P110.02%0.02%0.02%Q4 2021Q4 20211
HTRB HARTFORD TOTAL110.02%0.02%0.02%Q2 2022Q2 20221
MS MORGAN STANLEY110.02%0.02%0.02%Q4 2019Q4 20191
UTX UNITED TECHNOLOGIES110.02%0.02%0.02%Q4 2019Q4 20191
EZM WISDOMTREE U S110.01%0.01%0.01%Q4 2019Q4 20191
FPE FIRST TRUST110.01%0.01%0.01%Q1 2023Q1 20231
ERF ENERPLUS CORP110.01%0.01%0.01%Q3 2023Q3 20231
ADRE INVESCO BUILDERS110.01%0.01%0.01%Q4 2019Q4 20191
FYX FIRST TRUST110.01%0.01%0.01%Q4 2019Q4 20191
SPGP INVESCO S&P110.01%0.01%0.01%Q3 2023Q3 20231
BIV VANGUARD INTERMEDIATE110.01%0.01%0.01%Q4 2022Q4 20221
FNV FRANCO NEVADA110.01%0.01%0.01%Q4 2019Q4 20191
PSCT INVESCO S&P110.01%0.01%0.01%Q4 2019Q4 20191
ALL ALLSTATE CORP110.01%0.01%0.01%Q4 2019Q4 20191
AVIG AMERICAN CENTURY110.01%0.01%0.01%Q1 2022Q1 20221
TW TRADEWEB MARKETS110.01%0.01%0.01%Q4 2019Q4 20191
LNC LINCOLN NATL CORP IN110.01%0.01%0.01%Q1 2023Q1 20231
EMFM GLOBAL X110.01%0.01%0.01%Q4 2022Q4 20221
SMIN ISHARES MSCI110.01%0.01%0.01%Q4 2019Q4 20191
PFF ISHARES U S110.01%0.01%0.01%Q4 2022Q4 20221
BBJP JPMORGAN BETABUILDERS110.01%0.01%0.01%Q1 2021Q1 20211
BTO HANCOCK JOHN110.01%0.01%0.01%Q2 2023Q2 20231
AOM ISHARES CORE110.01%0.01%0.01%Q2 2022Q2 20221
HAL HALLIBURTON COMPANY110.01%0.01%0.01%Q4 2019Q4 20191
IHI ISHARES U S110.01%0.01%0.01%Q1 2023Q1 20231
CAH CARDINAL HEALTH110.01%0.01%0.01%Q4 2019Q4 20191
AMRN AMARIN CORP110.01%0.01%0.01%Q4 2019Q4 20191
ZION ZIONS BANCORPORATION110.01%0.01%0.01%Q1 2023Q1 20231
CBT CABOT CORP110.01%0.01%0.01%Q3 2022Q3 20221
XES SPDR SERIES110.01%0.01%0.01%Q4 2019Q4 20191
INSP INSPIRE MEDICAL110.01%0.01%0.01%Q4 2019Q4 20191
CIBR FIRST TRUST110.01%0.01%0.01%Q1 2023Q1 20231
STWD STARWOOD PROPERTY110.01%0.01%0.01%Q1 2021Q1 20211
JD JD.COM INC110.01%0.01%0.01%Q4 2019Q4 20191
HCA HCA HEALTHCARE110.01%0.01%0.01%Q3 2022Q3 20221
EXG EATON VANCE110.01%0.01%0.01%Q1 2021Q1 20211
EEM ISHARES MSCI110.01%0.01%0.01%Q4 2022Q4 20221
BRKS BROOKS AUTOMATION INC110.01%0.01%0.01%Q4 2019Q4 20191
TKO GROUP110.01%0.01%0.01%Q3 2023Q3 20231
HA HAWAIIAN HOLDINGS110.01%0.01%0.01%Q4 2019Q4 20191
PETQ PETIQ INC110.01%0.01%0.01%Q4 2019Q4 20191
BBEU JPMORGAN BETABUILDERS110.01%0.01%0.01%Q1 2021Q1 20211
BBCA JPMORGAN BETABUILDERS110.01%0.01%0.01%Q1 2021Q1 20211
IBN ICICI BANK110.01%0.01%0.01%Q4 2022Q4 20221
SCHG SCHWAB US110.01%0.01%0.01%Q2 2023Q2 20231
BBAX JPMORGAN BETABUILDERS110.01%0.01%0.01%Q1 2021Q1 20211
ROBINHOOD MARKETS110.00%0.00%0.00%Q3 2021Q3 20211
ENB ENBRIDGE INC110.00%0.00%0.00%Q1 2023Q1 20231
PANW PALO ALTO110.00%0.00%0.00%Q1 2023Q1 20231
AOA ISHARES CORE110.00%0.00%0.00%Q2 2022Q2 20221
PRF INVESCO FTSE110.00%0.00%0.00%Q1 2020Q1 20201
NLY ANNALY CAPITAL110.00%0.00%0.00%Q1 2021Q1 20211
NIO NIO INC110.00%0.00%0.00%Q1 2023Q1 20231
XME SPDR SERIES110.00%0.00%0.00%Q4 2019Q4 20191
FVAL FIDELITY COVINGTON110.00%0.00%0.00%Q2 2021Q2 20211
PINS PINTEREST INC110.00%0.00%0.00%Q4 2019Q4 20191
DVN DEVON ENERGY110.00%0.00%0.00%Q4 2022Q4 20221
LMBS FIRST TRUST110.00%0.00%0.00%Q4 2019Q4 20191
SU SUNCOR ENERGY110.00%0.00%0.00%Q4 2022Q4 20221
NI NISOURCE INC110.00%0.00%0.00%Q1 2023Q1 20231
TDOC TELADOC HEALTH110.00%0.00%0.00%Q1 2022Q1 20221
NVEE NV5 GLOBAL110.00%0.00%0.00%Q4 2019Q4 20191
UBER UBER TECHNOLOGIES110.00%0.00%0.00%Q4 2019Q4 20191
HBI HANESBRANDS INC110.00%0.00%0.00%Q3 2023Q3 20231
BRF VANECK BRAZIL110.00%0.00%0.00%Q4 2021Q4 20211
JMUB JP MORGAN110.00%0.00%0.00%Q3 2022Q3 20221
JEPI JPMORGAN110.00%0.00%0.00%Q1 2023Q1 20231
PSMB INVESCO BALANCED110.00%0.00%0.00%Q2 2021Q2 20211
ARM HOLDINGS110.00%0.00%0.00%Q3 2023Q3 20231
WYNN WYNN RESORTS110.00%0.00%0.00%Q1 2023Q1 20231
CAPE BARCLAYS BANK110.00%0.00%0.00%Q3 2022Q3 20221
AZUL AZUL S A110.00%0.00%0.00%Q1 2023Q1 20231
VGIT VANGUARD INTERMEDIATE110.00%0.00%0.00%Q1 2023Q1 20231
LPI LAREDO PETROLEUM110.00%0.00%0.00%Q4 2019Q4 20191
LYFT LYFT INC110.00%0.00%0.00%Q4 2022Q4 20221
WHR WHIRLPOOL CORP110.00%0.00%0.00%Q3 2022Q3 20221
PKB INVESCO DYNAMIC110.00%0.00%0.00%Q3 2021Q3 20211
FFTG NORTHERN LIGHTS110.00%0.00%0.00%Q2 2021Q2 20211
ORAN ORANGE SPON110.00%0.00%0.00%Q3 2021Q3 20211
ATUS ALTICE USA110.00%0.00%0.00%Q3 2023Q3 20231
OMFL INVESCO RUSSELL110.00%0.00%0.00%Q1 2023Q1 20231
SCHR SCHWAB INTERMEDIATE110.00%0.00%0.00%Q1 2021Q1 20211
SHV ISHARES SHORT110.00%0.00%0.00%Q1 2021Q1 20211
IEI ISHARES 3-7YR110.00%0.00%0.00%Q1 2021Q1 20211
FHLC FIDELITY MSCI110.00%0.00%0.00%Q3 2021Q3 20211
BIP BROOKFIELD INFRASTRUCTRE110.00%0.00%0.00%Q2 2022Q2 20221
OEF ISHARES S&P110.00%0.00%0.00%Q1 2023Q1 20231
EOS EATON VANCE110.00%0.00%0.00%Q1 2021Q1 20211
TIGO MILLICOM INTL110.00%0.00%0.00%Q4 2021Q4 20211
SPOT SPOTIFY TECHNOLOGY110.00%0.00%0.00%Q1 2023Q1 20231
RWT REDWOOD TRUST INC110.00%0.00%0.00%Q1 2021Q1 20211
IQLT ISHARES MSCI110.00%0.00%0.00%Q1 2023Q1 20231
MCS MARCUS CORP110.00%0.00%0.00%Q3 2023Q3 20231
DUK DUKE ENERGY110.00%0.00%0.00%Q1 2022Q1 20221
TDC TERADATA CORP110.00%0.00%0.00%Q4 2019Q4 20191
NKLA NIKOLA CORP110.00%0.00%0.00%Q3 2020Q3 20201
RWL INVESCO S&P110.00%0.00%0.00%Q2 2023Q2 20231
AAL AMERICAN AIRLINES110.00%0.00%0.00%Q3 2023Q3 20231
TAN INVESCO SOLAR110.00%0.00%0.00%Q2 2022Q2 20221
FV FIRST TRUST110.00%0.00%0.00%Q4 2019Q4 20191
PNC PNC FINANCIAL110.00%0.00%0.00%Q1 2022Q1 20221
VRP INVESCO EXCHANGE110.00%0.00%0.00%Q1 2021Q1 20211
NBR NABORS INDUSTRIES110.00%0.00%0.00%Q4 2019Q4 20191
DHC DIVERSIFIED HEALTHCARE110.00%0.00%0.00%Q1 2021Q1 20211
FGRO FIDELITY GROWTH110.00%0.00%0.00%Q2 2022Q2 20221
EQNR EQUINOR ASA110.00%0.00%0.00%Q4 2022Q4 20221
BEP BROOKFIELD RENEWABLE110.00%0.00%0.00%Q3 2023Q3 20231
DIVB ISHARES US110.00%0.00%0.00%Q2 2021Q2 20211
IIPR INNOVATIVE INDUSTRIAL110.00%0.00%0.00%Q1 2023Q1 20231
VXUS VANGUARD TOTAL110.00%0.00%0.00%Q3 2023Q3 20231
FERG FERGUSON PLC110.00%0.00%0.00%Q4 2022Q4 20221
DOV DOVER CORP110.00%0.00%0.00%Q1 2022Q1 20221
MGM MGM RESORTS110.00%0.00%0.00%Q3 2023Q3 20231
GRPN GROUPON INC110.00%0.00%0.00%Q1 2020Q1 20201
PEAKSTONE REALTY110.00%0.00%0.00%Q3 2023Q3 20231
ORBITAL INFRASTRUCTURE110.00%0.00%0.00%Q2 2023Q2 20231
DHI D R HORTON110.00%0.00%0.00%Q2 2020Q2 20201
ORION OFFICE110.00%0.00%0.00%Q2 2022Q2 20221
WOPEY WOODSIDE ENERGY110.00%0.00%0.00%Q2 2022Q2 20221
BIPC BROOKFIELD INFRASTRUCTUR110.00%0.00%0.00%Q2 2022Q2 20221
EXPD EXPEDITORS INTL110.00%0.00%0.00%Q1 2022Q1 20221
EXC EXELON CORP110.00%0.00%0.00%Q3 2022Q3 20221
SOXX ISHARES SEMICONDUCTOR110.00%0.00%0.00%Q3 2021Q3 20211
DDOG DATADOG INC110.00%0.00%0.00%Q3 2023Q3 20231
SCHO SCHWAB SHORT110.00%0.00%0.00%Q4 2022Q4 20221
IR INGERSOLL RAND110.00%0.00%0.00%Q3 2022Q3 20221
IAT ISHARES REGIONAL110.00%0.00%0.00%Q2 2022Q2 20221
AUY YAMANA GOLD110.00%0.00%0.00%Q2 2022Q2 20221
KAIVAL BRANDS110.00%0.00%0.00%Q3 2023Q3 20231
TLT ISHARES 20110.00%0.00%0.00%Q3 2021Q3 20211
TT TRANE TECHNOLOGIES110.00%0.00%0.00%Q3 2022Q3 20221
DLR DIGITAL REALTY110.00%0.00%0.00%Q2 2022Q2 20221
TROW PRICE T110.00%0.00%0.00%Q1 2022Q1 20221
ETW EATON VANCE110.00%0.00%0.00%Q2 2022Q2 20221
LOGI LOGITECH INTL110.00%0.00%0.00%Q3 2023Q3 20231
ADSK AUTODESK INC110.00%0.00%0.00%Q1 2021Q1 20211
GSY INVESCO ULTRA110.00%0.00%0.00%Q2 2022Q2 20221
WAT WATERS CORP110.00%0.00%0.00%Q1 2022Q1 20221
ALGN ALIGN TECHNOLOGY110.00%0.00%0.00%Q1 2021Q1 20211
KYNDRYL HOLDINGS110.00%0.00%0.00%Q1 2023Q1 20231
EXK ENDEAVOUR SILVER110.00%0.00%0.00%Q2 2022Q2 20221
MAS MASCO CORP110.00%0.00%0.00%Q1 2022Q1 20221
DRIV GLOBAL X110.00%0.00%0.00%Q3 2021Q3 20211
LQDH ISHARES INTEREST110.00%0.00%0.00%Q2 2022Q2 20221
TYG TORTOISE ENERGY110.00%0.00%0.00%Q1 2021Q1 20211
GNT GAMCO NATURAL110.00%0.00%0.00%Q4 2021Q4 20211
WY WEYERHAEUSER CO110.00%0.00%0.00%Q1 2022Q1 20221
GGN GAMCO GLOBAL110.00%0.00%0.00%Q2 2022Q2 20221
CONSTELLATION ENERGY110.00%0.00%0.00%Q3 2022Q3 20221
BHP BHP GROUP110.00%0.00%0.00%Q2 2022Q2 20221
TMUSR T-MOBILE US110.00%0.00%0.00%Q2 2020Q2 20201
NSC NORFOLK SOUTHERN110.00%0.00%0.00%Q1 2022Q1 20221
RMR RMR GROUP110.00%0.00%0.00%Q1 2021Q1 20211
FOX FOX CORP110.00%0.00%0.00%Q3 2023Q3 20231
PGX INVESCO PFD110.00%0.00%0.00%Q2 2022Q2 20221
FVE FIVE STAR110.00%0.00%0.00%Q1 2021Q1 20211
CII BLACKROCK ENHANCED110.00%0.00%0.00%Q2 2022Q2 20221
SPB SPECTRUM BRANDS110.00%0.00%0.00%Q2 2022Q2 20221
OLP ONE LIBERTY PPTYS INC110.00%0.00%0.00%Q2 2022Q2 20221
AIM AIM IMMUNOTECH110.00%0.00%0.00%Q3 2023Q3 20231
RFDI FIRST TRUST110.00%0.00%0.00%Q4 2019Q4 20191
O REALTY INCOME110.00%0.00%0.00%Q2 2022Q2 20221
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The securities at the top of the list , including SPDR PORTFOLIO, SPDR PORTFOLIO, and ISHARES CORE, are the highest-conviction holdings of IAG Wealth Partners, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by IAG Wealth Partners, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that IAG Wealth Partners, LLC owns currently or has owned in the past.