408 is the total number of securities Diversified, LLC has owned. The longest Diversified, LLC has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SMH | VANECK VECTORS ETF TR | 12 | 12 | 0.26% | 5.81% | 11.01% | Q4 2020 | Q3 2023 | 12 |
IVV | ISHARES TR | 12 | 12 | 0.70% | 3.31% | 6.49% | Q4 2020 | Q3 2023 | 12 |
IHI | ISHARES TR | 12 | 12 | 0.74% | 3.24% | 6.68% | Q4 2020 | Q3 2023 | 12 |
VGT | VANGUARD WORLD FDS | 12 | 12 | 0.97% | 3.23% | 7.54% | Q4 2020 | Q3 2023 | 12 |
AAPL | APPLE INC | 12 | 12 | 2.09% | 2.98% | 3.97% | Q4 2020 | Q3 2023 | 12 |
XLC | SELECT SECTOR SPDR TR | 12 | 12 | 0.27% | 2.95% | 8.60% | Q4 2020 | Q3 2023 | 12 |
XLG | INVESCO EXCHANGE TRADE... | 12 | 12 | 0.28% | 2.48% | 6.90% | Q4 2020 | Q3 2023 | 12 |
GOVT | iShares US Treasury Bo... | 12 | 12 | 0.19% | 2.42% | 7.33% | Q4 2020 | Q3 2023 | 12 |
IYG | ISHARES TR | 12 | 12 | 0.48% | 1.87% | 4.36% | Q4 2020 | Q3 2023 | 12 |
XLY | SELECT SECTOR SPDR TR | 12 | 12 | 0.58% | 1.85% | 4.13% | Q4 2020 | Q3 2023 | 12 |
XLP | SELECT SECTOR SPDR TR | 12 | 12 | 0.58% | 1.71% | 3.70% | Q4 2020 | Q3 2023 | 12 |
XMMO | INVESCO EXCHANGE TRADE... | 12 | 12 | 0.45% | 1.65% | 4.28% | Q4 2020 | Q3 2023 | 12 |
PPA | INVESCO EXCHANGE TRADE... | 12 | 12 | 0.54% | 1.44% | 3.20% | Q4 2020 | Q3 2023 | 12 |
MSFT | MICROSOFT CORP | 12 | 12 | 0.82% | 1.10% | 1.30% | Q4 2020 | Q3 2023 | 12 |
USMV | ISHARES TR | 12 | 12 | 0.70% | 1.07% | 1.44% | Q4 2020 | Q3 2023 | 12 |
VOO | VANGUARD INDEX FDS | 12 | 12 | 0.32% | 1.07% | 2.65% | Q4 2020 | Q3 2023 | 12 |
PBW | INVESCO EXCHANGE TRADE... | 12 | 12 | 0.06% | 0.98% | 3.89% | Q4 2020 | Q3 2023 | 12 |
QQQ | INVESCO QQQ TR | 12 | 12 | 0.30% | 0.81% | 1.73% | Q4 2020 | Q3 2023 | 12 |
GLD | SPDR GOLD TR | 12 | 12 | 0.13% | 0.75% | 2.39% | Q4 2020 | Q3 2023 | 12 |
PSJ | INVESCO EXCHANGE TRADE... | 12 | 12 | 0.07% | 0.71% | 2.10% | Q4 2020 | Q3 2023 | 12 |
LMT | LOCKHEED MARTIN CORP | 12 | 12 | 0.33% | 0.65% | 1.21% | Q4 2020 | Q3 2023 | 12 |
EOS | EATON VANCE ENH EQTY I... | 12 | 12 | 0.06% | 0.64% | 1.82% | Q4 2020 | Q3 2023 | 12 |
XLU | SELECT SECTOR SPDR TR | 12 | 12 | 0.25% | 0.61% | 1.25% | Q4 2020 | Q3 2023 | 12 |
QTEC | FIRST TR NASDAQ 100 TE... | 12 | 12 | 0.31% | 0.58% | 0.99% | Q4 2020 | Q3 2023 | 12 |
IEMG | ISHARES TR | 12 | 12 | 0.27% | 0.48% | 0.88% | Q4 2020 | Q3 2023 | 12 |
AMZN | AMAZON COM INC | 12 | 12 | 0.22% | 0.44% | 0.72% | Q4 2020 | Q3 2023 | 12 |
HD | HOME DEPOT INC | 12 | 12 | 0.27% | 0.40% | 0.56% | Q4 2020 | Q3 2023 | 12 |
JPM | JPMORGAN CHASE & CO | 12 | 12 | 0.25% | 0.40% | 0.61% | Q4 2020 | Q3 2023 | 12 |
QUAL | ISHARES TR | 12 | 12 | 0.20% | 0.37% | 0.67% | Q4 2020 | Q3 2023 | 12 |
BME | BLACKROCK HEALTH SCIEN... | 12 | 12 | 0.12% | 0.35% | 0.70% | Q4 2020 | Q3 2023 | 12 |
GOOGL | ALPHABET INC | 12 | 12 | 0.15% | 0.34% | 0.50% | Q4 2020 | Q3 2023 | 12 |
JNJ | JOHNSON & JOHNSON | 12 | 12 | 0.23% | 0.33% | 0.51% | Q4 2020 | Q3 2023 | 12 |
PG | PROCTER AND GAMBLE CO | 12 | 12 | 0.20% | 0.31% | 0.50% | Q4 2020 | Q3 2023 | 12 |
V | VISA INC | 12 | 12 | 0.19% | 0.31% | 0.50% | Q4 2020 | Q3 2023 | 12 |
ETJ | EATON VANCE RISK MNGD ... | 12 | 12 | 0.03% | 0.30% | 0.78% | Q4 2020 | Q3 2023 | 12 |
DIS | DISNEY WALT CO | 12 | 12 | 0.12% | 0.30% | 0.63% | Q4 2020 | Q3 2023 | 12 |
QQQX | NUVEEN NASDAQ 100 DYNA... | 12 | 12 | 0.08% | 0.29% | 0.63% | Q4 2020 | Q3 2023 | 12 |
FB | META PLATFORMS INC | 12 | 12 | 0.13% | 0.28% | 0.56% | Q4 2020 | Q3 2023 | 12 |
GOOG | ALPHABET INC | 12 | 12 | 0.13% | 0.28% | 0.44% | Q4 2020 | Q3 2023 | 12 |
PEP | PEPSICO INC | 12 | 12 | 0.18% | 0.27% | 0.36% | Q4 2020 | Q3 2023 | 12 |
DIA | SPDR DOW JONES INDL AV... | 12 | 12 | 0.08% | 0.26% | 0.73% | Q4 2020 | Q3 2023 | 12 |
ABBV | ABBVIE INC | 12 | 12 | 0.17% | 0.26% | 0.47% | Q4 2020 | Q3 2023 | 12 |
NKE | NIKE INC | 12 | 12 | 0.10% | 0.25% | 0.43% | Q4 2020 | Q3 2023 | 12 |
ABT | ABBOTT LABS | 12 | 12 | 0.12% | 0.25% | 0.36% | Q4 2020 | Q3 2023 | 12 |
FBT | FIRST TR EXCHANGETRADE... | 12 | 12 | 0.10% | 0.24% | 0.46% | Q4 2020 | Q3 2023 | 12 |
WTRG | ESSENTIAL UTILS INC | 12 | 12 | 0.10% | 0.22% | 0.35% | Q4 2020 | Q3 2023 | 12 |
PNC | PNC FINL SVCS GROUP INC | 12 | 12 | 0.11% | 0.22% | 0.36% | Q4 2020 | Q3 2023 | 12 |
ACN | ACCENTURE PLC IRELAND | 12 | 12 | 0.11% | 0.21% | 0.33% | Q4 2020 | Q3 2023 | 12 |
CSCO | CISCO SYS INC | 12 | 12 | 0.11% | 0.20% | 0.35% | Q4 2020 | Q3 2023 | 12 |
SBUX | STARBUCKS CORP | 12 | 12 | 0.08% | 0.19% | 0.34% | Q4 2020 | Q3 2023 | 12 |
FDN | FIRST TR EXCHANGETRADE... | 12 | 12 | 0.07% | 0.18% | 0.36% | Q4 2020 | Q3 2023 | 12 |
MRK | MERCK & CO. INC | 12 | 12 | 0.12% | 0.18% | 0.26% | Q4 2020 | Q3 2023 | 12 |
XLK | SELECT SECTOR SPDR TR | 12 | 12 | 0.08% | 0.17% | 0.26% | Q4 2020 | Q3 2023 | 12 |
KO | COCA COLA CO | 12 | 12 | 0.12% | 0.16% | 0.20% | Q4 2020 | Q3 2023 | 12 |
PJP | INVESCO EXCHANGE TRADE... | 12 | 12 | 0.08% | 0.16% | 0.27% | Q4 2020 | Q3 2023 | 12 |
ETV | EATON VANCE TX MNG BY ... | 12 | 12 | 0.06% | 0.15% | 0.31% | Q4 2020 | Q3 2023 | 12 |
EXC | EXELON CORP | 12 | 12 | 0.07% | 0.14% | 0.23% | Q4 2020 | Q3 2023 | 12 |
WMT | WALMART INC | 12 | 12 | 0.09% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 12 |
VZ | VERIZON COMMUNICATIONS... | 12 | 12 | 0.08% | 0.13% | 0.28% | Q4 2020 | Q3 2023 | 12 |
IYK | ISHARES TR | 12 | 12 | 0.05% | 0.11% | 0.19% | Q4 2020 | Q3 2023 | 12 |
ETW | EATON VANCE TXMGD GL B... | 12 | 12 | 0.05% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 12 |
SCHX | Schwab US Large-Cap ETF | 8 | 3 | 0.37% | 7.93% | 22.40% | Q4 2020 | Q3 2023 | 11 |
LEAD | SIREN ETF TR | 11 | 11 | 0.16% | 0.62% | 1.81% | Q1 2021 | Q3 2023 | 11 |
IWM | ISHARES TR | 10 | 1 | 0.19% | 0.29% | 0.57% | Q4 2020 | Q3 2023 | 11 |
PFE | PFIZER INC | 10 | 1 | 0.12% | 0.19% | 0.36% | Q4 2020 | Q3 2023 | 11 |
CMCSA | COMCAST CORP NEW | 6 | 5 | 0.10% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 11 |
ETB | EATON VANCE TAX MNGED ... | 11 | 11 | 0.04% | 0.14% | 0.28% | Q4 2020 | Q2 2023 | 11 |
ADM | ARCHER DANIELS MIDLAND CO | 10 | 1 | 0.07% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 11 |
AZN | ASTRAZENECA PLC | 10 | 1 | 0.08% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 11 |
QQQM | INVESCO EXCH TRADED FD... | 10 | 10 | 3.60% | 9.05% | 13.02% | Q2 2021 | Q3 2023 | 10 |
SCHD | SCHWAB STRATEGIC TR | 10 | 10 | 1.77% | 3.71% | 5.61% | Q2 2021 | Q3 2023 | 10 |
SCHP | Schwab US TIPs ETF | 10 | 10 | 0.08% | 2.75% | 9.28% | Q4 2020 | Q1 2023 | 10 |
VTI | VANGUARD INDEX FDS | 10 | 10 | 0.18% | 0.37% | 0.57% | Q4 2020 | Q1 2023 | 10 |
IWF | ISHARES TR | 8 | 2 | 0.12% | 0.26% | 0.57% | Q4 2020 | Q3 2023 | 10 |
IEFA | ISHARES TR | 8 | 2 | 0.12% | 0.21% | 0.67% | Q4 2020 | Q3 2023 | 10 |
SPY | SPDR SP 500 ETF TR | 9 | 1 | 0.06% | 0.16% | 0.25% | Q4 2020 | Q3 2023 | 10 |
ISRG | INTUITIVE SURGICAL INC | 6 | 4 | 0.07% | 0.13% | 0.19% | Q4 2020 | Q3 2023 | 10 |
OHI | OMEGA HEALTHCARE INVS INC | 9 | 1 | 0.05% | 0.12% | 0.21% | Q4 2020 | Q2 2023 | 10 |
SUSA | ISHARES TR | 7 | 3 | 0.06% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 10 |
PAVE | GLOBAL X FDS | 9 | 9 | 0.13% | 1.11% | 6.98% | Q3 2021 | Q3 2023 | 9 |
UNH | UNITEDHEALTH GROUP INC | 8 | 1 | 0.10% | 0.36% | 0.56% | Q4 2020 | Q3 2023 | 9 |
LQD | ISHARES TR | 4 | 1 | 0.09% | 0.21% | 0.35% | Q4 2020 | Q3 2023 | 9 |
ARKW | ARK ETF TR | 8 | 8 | 0.12% | 1.08% | 2.62% | Q4 2020 | Q3 2022 | 8 |
ARKG | ARK ETF TR | 8 | 8 | 0.12% | 0.79% | 2.06% | Q4 2020 | Q3 2022 | 8 |
QYLD | GLOBAL X FDS | 8 | 8 | 0.14% | 0.65% | 1.46% | Q4 2020 | Q3 2022 | 8 |
EMB | ISHARES TR | 8 | 8 | 0.08% | 0.65% | 1.32% | Q1 2021 | Q4 2022 | 8 |
ARKK | ARK ETF TR | 8 | 8 | 0.12% | 0.28% | 0.72% | Q4 2020 | Q3 2022 | 8 |
EFG | ISHARES TR | 4 | 4 | 0.11% | 0.19% | 0.30% | Q2 2021 | Q3 2023 | 8 |
MBB | ISHARES TR | 7 | 1 | 0.08% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 8 |
LLY | LILLY ELI & CO | 7 | 1 | 0.08% | 0.12% | 0.26% | Q4 2020 | Q3 2023 | 8 |
NVO | NOVONORDISK A S | 4 | 1 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 8 |
FDS | FACTSET RESH SYS INC | 6 | 1 | 0.06% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 8 |
SLYG | SPDR SER TR | 7 | 7 | 0.99% | 1.90% | 2.58% | Q1 2022 | Q3 2023 | 7 |
SLYV | SPDR SER TR | 7 | 7 | 1.50% | 1.77% | 2.08% | Q1 2022 | Q3 2023 | 7 |
DFND | SIREN ETF TR | 7 | 7 | 0.20% | 0.59% | 1.42% | Q1 2021 | Q3 2022 | 7 |
VT | VANGUARD INTL EQUITY I... | 7 | 7 | 0.29% | 0.35% | 0.47% | Q3 2021 | Q1 2023 | 7 |
IOO | ISHARES TR | 7 | 7 | 0.09% | 0.25% | 0.44% | Q4 2020 | Q2 2022 | 7 |
GRID | FIRST TR EXCHANGE TRAD... | 7 | 7 | 0.11% | 0.23% | 0.40% | Q1 2021 | Q3 2022 | 7 |
NJUL | INNOVATOR ETFS TR | 7 | 7 | 0.08% | 0.18% | 0.34% | Q4 2020 | Q2 2022 | 7 |
VLUE | ISHARES TR | 4 | 1 | 0.06% | 0.18% | 0.45% | Q4 2020 | Q3 2023 | 7 |
MCD | MCDONALDS CORP | 5 | 1 | 0.09% | 0.18% | 0.31% | Q4 2020 | Q3 2023 | 7 |
IHDG | WISDOMTREE TR | 7 | 7 | 0.10% | 0.17% | 0.26% | Q4 2020 | Q2 2022 | 7 |
AMAT | APPLIED MATLS INC | 6 | 1 | 0.08% | 0.14% | 0.25% | Q4 2020 | Q4 2022 | 7 |
XLE | SELECT SECTOR SPDR TR | 6 | 6 | 0.42% | 7.45% | 12.64% | Q2 2022 | Q3 2023 | 6 |
IBB | ISHARES TR | 4 | 1 | 0.06% | 1.32% | 7.38% | Q4 2020 | Q3 2023 | 6 |
VUG | VANGUARD INDEX FDS | 5 | 1 | 0.05% | 0.35% | 0.56% | Q4 2020 | Q3 2023 | 6 |
BRKB | BERKSHIRE HATHAWAY INC... | 5 | 1 | 0.08% | 0.30% | 0.43% | Q4 2020 | Q3 2023 | 6 |
NVDA | NVIDIA CORPORATION | 5 | 1 | 0.02% | 0.29% | 0.48% | Q4 2020 | Q3 2023 | 6 |
XLF | SELECT SECTOR SPDR TR | 6 | 6 | 0.07% | 0.26% | 1.08% | Q2 2022 | Q3 2023 | 6 |
VDC | VANGUARD WORLD FDS | 5 | 1 | 0.10% | 0.19% | 0.27% | Q4 2020 | Q3 2023 | 6 |
NOBL | PROSHARES TR | 5 | 1 | 0.11% | 0.18% | 0.23% | Q4 2020 | Q3 2023 | 6 |
CVX | CHEVRON CORP NEW | 5 | 1 | 0.02% | 0.16% | 0.25% | Q4 2020 | Q3 2023 | 6 |
TROW | PRICE T ROWE GROUP INC | 6 | 6 | 0.08% | 0.14% | 0.18% | Q4 2020 | Q1 2022 | 6 |
SPHQ | INVESCO EXCHANGE TRADE... | 6 | 6 | 0.09% | 0.13% | 0.20% | Q4 2020 | Q1 2022 | 6 |
T | AT&T INC | 3 | 3 | 0.04% | 0.13% | 0.26% | Q4 2020 | Q3 2023 | 6 |
CAT | CATERPILLAR INC DEL | 5 | 1 | 0.04% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 6 |
TXN | TEXAS INSTRS INC | 5 | 1 | 0.04% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 6 |
BMY | BRISTOL-MYERS SQUIBB CO | 5 | 1 | 0.06% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 6 |
PH | PARKER-HANNIFIN CORP | 5 | 1 | 0.05% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 6 |
LOW | LOWES COS INC | 4 | 1 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 6 |
DE | DEERE & CO | 5 | 1 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 6 |
SCHM | SCHWAB STRATEGIC TR | 5 | 5 | 0.40% | 0.67% | 0.94% | Q1 2022 | Q1 2023 | 5 |
VTV | VANGUARD INDEX FDS | 5 | 5 | 0.16% | 0.30% | 0.41% | Q3 2022 | Q3 2023 | 5 |
FDL | FIRST TR MORNINGSTAR D... | 5 | 5 | 0.17% | 0.23% | 0.28% | Q3 2022 | Q3 2023 | 5 |
NEE | NEXTERA ENERGY INC | 5 | 5 | 0.11% | 0.16% | 0.21% | Q3 2022 | Q3 2023 | 5 |
VBR | VANGUARD INDEX FDS | 5 | 5 | 0.12% | 0.14% | 0.18% | Q3 2022 | Q3 2023 | 5 |
AWK | AMERICAN WTR WKS CO IN... | 5 | 5 | 0.08% | 0.12% | 0.15% | Q3 2022 | Q3 2023 | 5 |
GIS | GENERAL MLS INC | 4 | 1 | 0.07% | 0.11% | 0.14% | Q4 2020 | Q2 2023 | 5 |
DD | DUPONT DE NEMOURS INC | 4 | 1 | 0.00% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 5 |
DES | WISDOMTREE TR | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
DSI | ISHARES TR | 4 | 1 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 5 |
VB | VANGUARD INDEX FDS | 4 | 1 | 0.01% | 0.10% | 0.15% | Q4 2020 | Q2 2022 | 5 |
CPB | CAMPBELL SOUP CO | 5 | 5 | 0.06% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 5 |
VOE | VANGUARD INDEX FDS | 5 | 5 | 0.07% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
NFG | NATIONAL FUEL GAS CO | 5 | 5 | 0.05% | 0.08% | 0.11% | Q3 2022 | Q3 2023 | 5 |
ORCL | ORACLE CORP | 4 | 1 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 5 |
HSY | HERSHEY CO | 4 | 1 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q2 2023 | 5 |
UPS | UNITED PARCEL SERVICE INC | 4 | 1 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 5 |
ITW | ILLINOIS TOOL WKS INC | 4 | 1 | 0.02% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 5 |
DOW | DOW INC | 4 | 1 | 0.02% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 5 |
BAC | BK OF AMERICA CORP | 4 | 1 | 0.02% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 5 |
IT | GARTNER INC | 4 | 1 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 5 |
ABR | ARBOR REALTY TRUST INC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
IXG | ISHARES TR | 4 | 4 | 9.72% | 10.48% | 11.48% | Q2 2021 | Q1 2022 | 4 |
FLBL | FRANKLIN TEMPLETON ETF TR | 4 | 4 | 0.09% | 2.00% | 4.30% | Q1 2022 | Q4 2022 | 4 |
SMMD | ISHARES TR | 4 | 4 | 0.53% | 1.71% | 2.39% | Q1 2021 | Q4 2021 | 4 |
QCLN | FIRST TR EXCHANGE-TRAD... | 4 | 4 | 0.94% | 1.24% | 1.38% | Q2 2021 | Q1 2022 | 4 |
XLI | SELECT SECTOR SPDR TR | 4 | 4 | 0.10% | 1.17% | 1.72% | Q2 2021 | Q1 2022 | 4 |
SO | SOUTHERN CO | 4 | 4 | 0.47% | 0.58% | 0.70% | Q4 2022 | Q3 2023 | 4 |
FLHY | FRANKLIN TEMPLETON ETF TR | 2 | 2 | 0.05% | 0.30% | 0.55% | Q4 2021 | Q3 2023 | 4 |
LECO | LINCOLN ELEC HLDGS INC | 4 | 4 | 0.25% | 0.29% | 0.35% | Q4 2020 | Q3 2021 | 4 |
VEA | VANGUARD TAX-MANAGED FDS | 4 | 4 | 0.08% | 0.25% | 0.66% | Q4 2022 | Q3 2023 | 4 |
PSI | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.13% | 0.17% | 0.23% | Q4 2020 | Q3 2021 | 4 |
NULG | NUSHARES ETF TR | 3 | 1 | 0.09% | 0.15% | 0.19% | Q4 2020 | Q4 2021 | 4 |
A | AGILENT TECHNOLOGIES INC | 4 | 4 | 0.10% | 0.14% | 0.19% | Q4 2022 | Q3 2023 | 4 |
AUGZ | LISTED FD TR | 2 | 2 | 0.09% | 0.14% | 0.18% | Q4 2020 | Q4 2021 | 4 |
MUB | ISHARES TR | 4 | 4 | 0.08% | 0.14% | 0.19% | Q4 2022 | Q3 2023 | 4 |
TMO | THERMO FISHER SCIENTIF... | 4 | 4 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
AGG | ISHARES TR | 3 | 1 | 0.06% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 4 |
KEYS | KEYSIGHT TECHNOLOGIES INC | 4 | 4 | 0.08% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
SEPZ | LISTED FD TR | 3 | 1 | 0.03% | 0.11% | 0.16% | Q4 2020 | Q1 2022 | 4 |
IVW | ISHARES TR | 2 | 1 | 0.05% | 0.08% | 0.12% | Q4 2020 | Q2 2023 | 4 |
RTX | RAYTHEON TECHNOLOGIES ... | 3 | 1 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q2 2023 | 4 |
SPYG | SPDR SER TR | 2 | 1 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 4 |
GREENLIGHT BIOSCIENCS ... | 4 | 4 | 0.00% | 0.04% | 0.10% | Q3 2022 | Q2 2023 | 4 | |
XOM | EXXON MOBIL CORP | 2 | 1 | 0.04% | 0.64% | 1.03% | Q4 2020 | Q3 2023 | 3 |
INTC | INTEL CORP | 3 | 3 | 0.14% | 0.18% | 0.20% | Q4 2020 | Q2 2021 | 3 |
SCHF | SCHWAB STRATEGIC TR | 3 | 3 | 0.11% | 0.14% | 0.16% | Q4 2020 | Q2 2021 | 3 |
BHK | BLACKROCK CORE BD TR | 3 | 3 | 0.12% | 0.14% | 0.19% | Q4 2020 | Q2 2021 | 3 |
ACWV | ISHARES INC | 2 | 1 | 0.09% | 0.12% | 0.17% | Q4 2020 | Q1 2023 | 3 |
AMGN | AMGEN INC | 2 | 1 | 0.07% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 3 |
EMR | EMERSON ELEC CO | 2 | 1 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q1 2023 | 3 |
O | REALTY INCOME CORP | 2 | 1 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q1 2023 | 3 |
J P MORGAN EXCHANGE TR... | 2 | 2 | 4.07% | 4.18% | 4.28% | Q2 2023 | Q3 2023 | 2 | |
DOUBLELINE ETF TRUST | 2 | 2 | 2.85% | 2.94% | 3.03% | Q2 2023 | Q3 2023 | 2 | |
CMBS | ISHARES TR | 2 | 2 | 0.08% | 2.57% | 5.06% | Q1 2023 | Q2 2023 | 2 |
PGX | INVESCO EXCH TRADED FD... | 2 | 2 | 0.63% | 0.63% | 0.63% | Q4 2021 | Q1 2022 | 2 |
SPEM | SPDR INDEX SHS FDS | 2 | 2 | 0.09% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
SUB | ISHARES TR | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q1 2023 | 2 |
PKI | PERKINELMER INC | 1 | 1 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q4 2021 | 2 |
IQV | IQVIA HLDGS INC | 1 | 1 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q4 2021 | 2 |
IGSB | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q1 2022 | 2 |
BLK | BLACKROCK INC | 1 | 1 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q4 2022 | 2 |
AXP | AMERICAN EXPRESS CO | 1 | 1 | 0.02% | 0.08% | 0.15% | Q4 2020 | Q4 2022 | 2 |
DON | WISDOMTREE TR | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
CONSTELLATION ENERGY CORP | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 | |
SPLV | INVESCO EXCH TRADED FD... | 1 | 1 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q4 2022 | 2 |
CVS | CVS HEALTH CORP | 1 | 1 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q4 2022 | 2 |
CTVA | CORTEVA INC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q1 2023 | 2 |
F | FORD MTR CO DEL | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2022 | 2 |
PSX | PHILLIPS 66 | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 2 |
CC | CHEMOURS CO | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 2 |
IWD | ISHARES TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
BSV | VANGUARD BD INDEX FDS | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
BBH | VANECK VECTORS ETF TR | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
VAR | VARIAN MED SYS INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
IWN | ISHARES TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
VIG | VANGUARD SPECIALIZED F... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
XMLV | INVESCO EXCH TRADED FD... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
XBI | SPDR SER TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
RYU | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
SCHA | Schwab US Small-Cap ETF | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
MTUM | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
HYG | ISHARES TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
CII | BLACKROCK ENHANCD CAP ... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
CCI | CROWN CASTLE INTL CORP... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
VPU | VANGUARD WORLD FDS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
OVL | LISTED FD TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
PM | PHILIP MORRIS INTL INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
DEO | DIAGEO PLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
VYM | VANGUARD WHITEHALL FDS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
TSM | TAIWAN SEMICONDUCTOR M... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
KRMA | GLOBAL X FDS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
IWO | ISHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
MOAT | VANECK VECTORS ETF TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
RFG | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
IYH | ISHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
CRM | SALESFORCE COM INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
CHD | CHURCH & DWIGHT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
CSX | CSX CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
RWL | INVESCO EXCH TRADED FD... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
IBDQ | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
VLO | VALERO ENERGY CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
FSKR | FS KKR CAP CORP II | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
SCHO | SCHWAB STRATEGIC TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
IWP | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
KMB | KIMBERLY CLARK CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
SOXX | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
CNC | CENTENE CORP DEL | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
CERN | CERNER CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
IMCB | ISHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
SWK | STANLEY BLACK & DECKER... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
EXI | ISHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
ED | CONSOLIDATED EDISON INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
ETN | EATON CORP PLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
AMP | AMERIPRISE FINL INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
ITA | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
VHT | VANGUARD WORLD FDS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
WM | WASTE MGMT INC DEL | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
ITEQ | ETF MANAGERS TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
SYK | STRYKER CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
ADSK | AUTODESK INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
ROK | ROCKWELL AUTOMATION INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
NSC | NORFOLK SOUTHN CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
ADBE | ADOBE SYSTEMS INCORPOR... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
MDLZ | MONDELEZ INTL INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
BA | BOEING CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
MSCI | MSCI INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
MO | ALTRIA GROUP INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
IJK | ISHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
NFLX | NETFLIX INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
PJUL | INNOVATOR ETFS TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
SPXX | NUVEEN S&P 500 DYNAMIC... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
IDLV | INVESCO EXCH TRADED FD... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
BDX | BECTON DICKINSON & CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
FBHS | FORTUNE BRANDS HOME & ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
MMM | 3M CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
FFC | FLAHERTY & CRUMRIN PFD... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
SOCL | GLOBAL X FDS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
LNT | ALLIANT ENERGY CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
GOF | GUGGENHEIM STRATEGIC O... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
CL | COLGATE PALMOLIVE CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
TRV | TRAVELERS COMPANIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
FINX | GLOBAL X FDS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
CWEN | CLEARWAY ENERGY INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
RY | ROYAL BK CDA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
IWY | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
PGR | PROGRESSIVE CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
TGT | TARGET CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
RNRG | GLOBAL X FDS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
ES | EVERSOURCE ENERGY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
TIP | iShares TIPS Bond ETF | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
VAW | VANGUARD WORLD FDS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
ECL | ECOLAB INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
EXG | EATON VANCE TAX-MANAGE... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
QQEW | FIRST TR NAS100 EQ WEI... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SJM | SMUCKER J M CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
LTC | LTC PPTYS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
XAR | SPDR SER TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
MS | MORGAN STANLEY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
YUM | YUM BRANDS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SPGI | S&P GLOBAL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
WPM | WHEATON PRECIOUS METAL... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
TSI | TCW STRATEGIC INCOME F... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
DBEM | DBX ETF TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
FXH | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
AEP | AMERICAN ELEC PWR CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
APAM | ARTISAN PARTNERS ASSET... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
DNP | DNP SELECT INCOME FD INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
VO | VANGUARD INDEX FDS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SPTM | SPDR SER TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ICE | INTERCONTINENTAL EXCHA... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ADI | ANALOG DEVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
IBM | INTERNATIONAL BUSINESS... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
USB | US BANCORP DEL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ATO | ATMOS ENERGY CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
UAA | UNDER ARMOUR INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
PUI | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
KR | KROGER CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
KXI | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TBJL | INNOVATOR ETFS TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MDT | MEDTRONIC PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MPC | MARATHON PETE CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
KEY | KEYCORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
AFL | AFLAC INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CUZ | COUSINS PPTYS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BTZ | BLACKROCK CR ALLOCATIO... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CIBR | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
PEG | PUBLIC SVC ENTERPRISE ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MGK | VANGUARD WORLD FD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
HUBB | HUBBELL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
PHO | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MUA | BLACKROCK MUNIASSETS F... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
AWR | AMER STATES WTR CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
IP | INTERNATIONAL PAPER CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
YUMC | YUM CHINA HLDGS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MPW | MEDICAL PPTYS TRUST INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
HRL | HORMEL FOODS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
RCS | PIMCO STRATEGIC INCOME FD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
EFAV | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
SHE | SPDR SER TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
GPI | GROUP 1 AUTOMOTIVE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
DEF | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
UA | UNDER ARMOUR INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
INGR | INGREDION INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HFC | HOLLYFRONTIER CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
APTS | PREFERRED APT CMNTYS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
JULZ | LISTED FD TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EMN | EASTMAN CHEM CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
VV | VANGUARD INDEX FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
XSW | SPDR SER TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FLQG | FRANKLIN TEMPLETON ETF TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NQP | NUVEEN PENNSYLVANIA QL... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TFJL | INNOVATOR ETFS TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CAG | CONAGRA BRANDS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GATX | GATX CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PPL | PPL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GPC | GENUINE PARTS CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EEM | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MKC | MCCORMICK & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DUK | DUKE ENERGY CORP NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PGF | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BX | BLACKSTONE GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DOC | PHYSICIANS RLTY TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
XEL | XCEL ENERGY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TM | TOYOTA MOTOR CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
KHC | KRAFT HEINZ CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ANTM | ANTHEM INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GLW | CORNING INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
REGL | PROSHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MMP | MAGELLAN MIDSTREAM PRT... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DVY | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PDT | HANCOCK JOHN PREM DIVI... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
VXF | VANGUARD INDEX FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NVS | NOVARTIS AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PCI | PIMCO DYNAMIC CR INCOM... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SAP | SAP SE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FMY | FIRST TRUST MORTGAGE I... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CARR | CARRIER GLOBAL CORPORA... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
YY | JOYY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ESGD | iShares Trust iShares ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
OTIS | OTIS WORLDWIDE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PBE | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
JDD | NUVEEN DIVERSIFIED DIV... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
VOT | VANGUARD INDEX FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HON | HONEYWELL INTL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
IJH | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GE | GENERAL ELECTRIC CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PHT | PIONEER HIGH INCOME TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
UVE | UNIVERSAL INS HLDGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
RYH | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HPQ | HP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EEMV | ISHARES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
COP | CONOCOPHILLIPS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GM | GENERAL MTRS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BOTZ | GLOBAL X FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ZBH | ZIMMER BIOMET HOLDINGS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
JPS | NUVEEN PFD & INCM SECU... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BBC | ETFIS SER TR I | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PKO | PIMCO INCOME OPPORTUNI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HIX | WESTERN ASSET HIGH INC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PRU | PRUDENTIAL FINL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PDI | PIMCO DYNAMIC INCOME FD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MMT | MFS MULTIMARKET INCOME TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MFA | MFA FINL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LDOS | LEIDOS HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LRCX | LAM RESEARCH CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ESGE | iShares Inc iShares ES... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IYF | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SRE | SEMPRA ENERGY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BAB | INVESCO EXCH TRADED FD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TEI | TEMPLETON EMERGING MKT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TEVA | TEVA PHARMACEUTICAL IN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HOG | HARLEY DAVIDSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GRWG | GROWGENERATION CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FFA | FIRST TR ENHANCED EQTY... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
UTES | ETFIS SER TR I | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WBA | WALGREENS BOOTS ALLIAN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CPRI | CAPRI HOLDINGS LIMITED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
M | MACYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CCL | CARNIVAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SGU | STAR GROUP L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PCF | HIGH INCOME SECS FD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MSI | MOTOROLA SOLUTIONS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ALC | ALCON AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SIRI | SIRIUS XM HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
C | CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MGA | MAGNA INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
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The securities at the top of the list , including VANECK VECTORS ETF TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Diversified, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Diversified, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Diversified, LLC owns currently or has owned in the past.