550 is the total number of securities Oxler Private Wealth LLC has owned. The longest Oxler Private Wealth LLC has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
QQQ | INVESCO QQQ TR UNIT SER 1 | 12 | 12 | 4.98% | 6.94% | 9.30% | Q4 2020 | Q3 2023 | 12 |
VOO | VANGUARD INDEX FDS S&P... | 12 | 12 | 2.09% | 4.65% | 7.98% | Q4 2020 | Q3 2023 | 12 |
MSFT | MICROSOFT CORP COM | 12 | 12 | 3.83% | 4.33% | 5.11% | Q4 2020 | Q3 2023 | 12 |
SPY | SPDR S&P 500 ETF TR TR... | 12 | 12 | 3.43% | 3.84% | 4.15% | Q4 2020 | Q3 2023 | 12 |
FB | META PLATFORMS INC CL A | 12 | 12 | 1.90% | 3.58% | 4.63% | Q4 2020 | Q3 2023 | 12 |
VYM | VANGUARD WHITEHALL FDS... | 12 | 12 | 1.83% | 3.31% | 4.44% | Q4 2020 | Q3 2023 | 12 |
AAPL | APPLE INC COM | 12 | 12 | 1.68% | 3.16% | 4.13% | Q4 2020 | Q3 2023 | 12 |
TMO | THERMO FISHER SCIENTIF... | 12 | 12 | 2.40% | 2.79% | 3.13% | Q4 2020 | Q3 2023 | 12 |
V | VISA INC COM CL A | 12 | 12 | 1.57% | 1.80% | 2.18% | Q4 2020 | Q3 2023 | 12 |
VIG | VANGUARD SPECIALIZED F... | 12 | 12 | 0.12% | 1.74% | 2.18% | Q4 2020 | Q3 2023 | 12 |
NEE | NEXTERA ENERGY INC COM | 12 | 12 | 1.25% | 1.59% | 1.91% | Q4 2020 | Q3 2023 | 12 |
NOC | NORTHROP GRUMMAN CORP COM | 12 | 12 | 1.17% | 1.48% | 2.06% | Q4 2020 | Q3 2023 | 12 |
CHD | CHURCH & DWIGHT INC COM | 12 | 12 | 1.22% | 1.46% | 1.64% | Q4 2020 | Q3 2023 | 12 |
IJS | ISHARES TR S&P SMALL-C... | 12 | 12 | 0.46% | 1.45% | 2.15% | Q4 2020 | Q3 2023 | 12 |
AMGN | AMGEN INC COM | 12 | 12 | 1.01% | 1.37% | 1.73% | Q4 2020 | Q3 2023 | 12 |
IJJ | ISHARES TR S&P MIDCAP ... | 12 | 12 | 0.45% | 1.32% | 1.91% | Q4 2020 | Q3 2023 | 12 |
CHWY | CHEWY INC CL A | 12 | 12 | 0.35% | 1.29% | 2.74% | Q4 2020 | Q3 2023 | 12 |
ES | EVERSOURCE ENERGY COM | 12 | 12 | 0.93% | 1.26% | 1.54% | Q4 2020 | Q3 2023 | 12 |
PFE | PFIZER INC COM | 12 | 12 | 0.89% | 1.25% | 1.65% | Q4 2020 | Q3 2023 | 12 |
JNJ | JOHNSON & JOHNSON COM | 12 | 12 | 0.82% | 1.23% | 1.85% | Q4 2020 | Q3 2023 | 12 |
OKE | ONEOK INC NEW COM | 12 | 12 | 0.86% | 1.17% | 1.50% | Q4 2020 | Q3 2023 | 12 |
PEP | PEPSICO INC COM | 12 | 12 | 0.91% | 1.15% | 1.40% | Q4 2020 | Q3 2023 | 12 |
SYK | STRYKER CORPORATION | 12 | 12 | 0.00% | 1.08% | 1.35% | Q4 2020 | Q3 2023 | 12 |
BMY | BRISTOL MYERS SQUIBB C... | 12 | 12 | 0.84% | 1.04% | 1.25% | Q4 2020 | Q3 2023 | 12 |
CMCSA | COMCAST CORP NEW CL A | 12 | 12 | 0.66% | 0.89% | 1.24% | Q4 2020 | Q3 2023 | 12 |
MKC | MCCORMICK & CO INC COM... | 12 | 12 | 0.73% | 0.88% | 1.21% | Q4 2020 | Q3 2023 | 12 |
COST | COSTCO WHSL CORP NEW | 12 | 12 | 0.60% | 0.82% | 1.03% | Q4 2020 | Q3 2023 | 12 |
DIS | DISNEY WALT CO DISNEY COM | 12 | 12 | 0.33% | 0.80% | 1.38% | Q4 2020 | Q3 2023 | 12 |
CMS | CMS ENERGY CORP COM | 12 | 12 | 0.65% | 0.79% | 0.91% | Q4 2020 | Q3 2023 | 12 |
MCD | MCDONALDS CORP COM | 12 | 12 | 0.60% | 0.73% | 0.86% | Q4 2020 | Q3 2023 | 12 |
EZM | WISDOMTREE TR U S MIDC... | 12 | 12 | 0.38% | 0.66% | 1.01% | Q4 2020 | Q3 2023 | 12 |
CRM | SALESFORCE INC COM | 12 | 12 | 0.40% | 0.65% | 0.91% | Q4 2020 | Q3 2023 | 12 |
EES | WISDOMTREE TR U S SMAL... | 12 | 12 | 0.37% | 0.65% | 0.97% | Q4 2020 | Q3 2023 | 12 |
PANW | PALO ALTO NETWORKS INC... | 12 | 12 | 0.24% | 0.60% | 0.93% | Q4 2020 | Q3 2023 | 12 |
SPYX | SPDR SER TR SPDR S&P 5... | 12 | 12 | 0.33% | 0.55% | 0.76% | Q4 2020 | Q3 2023 | 12 |
JPM | JP MORGAN CHASE & CO C... | 12 | 12 | 0.32% | 0.52% | 0.73% | Q4 2020 | Q3 2023 | 12 |
HSY | HERSHEY CO COM | 12 | 12 | 0.37% | 0.50% | 0.64% | Q4 2020 | Q3 2023 | 12 |
UNP | UNION PAC CORP COM | 12 | 12 | 0.41% | 0.50% | 0.58% | Q4 2020 | Q3 2023 | 12 |
TSLA | TESLA INC COM | 12 | 12 | 0.25% | 0.46% | 0.62% | Q4 2020 | Q3 2023 | 12 |
KO | COCA COLA COMPANY | 12 | 12 | 0.35% | 0.44% | 0.54% | Q4 2020 | Q3 2023 | 12 |
PRU | PRUDENTIAL FINL INC COM | 12 | 12 | 0.24% | 0.44% | 0.54% | Q4 2020 | Q3 2023 | 12 |
WCLD | WISDOMTREE TR CLOUD CO... | 12 | 12 | 0.06% | 0.39% | 0.82% | Q4 2020 | Q3 2023 | 12 |
PRFZ | INVESCO EXCHANGE-TRADE... | 12 | 12 | 0.34% | 0.38% | 0.45% | Q4 2020 | Q3 2023 | 12 |
YUM | YUM BRANDS INC COM | 12 | 12 | 0.32% | 0.38% | 0.45% | Q4 2020 | Q3 2023 | 12 |
PEG | PUBLIC SVC ENTERPRISE ... | 12 | 12 | 0.31% | 0.37% | 0.41% | Q4 2020 | Q3 2023 | 12 |
ARKK | ARK ETF TR INNOVATION ETF | 12 | 12 | 0.15% | 0.36% | 1.05% | Q4 2020 | Q3 2023 | 12 |
MRK | MERCK & CO INC NEW COM | 12 | 12 | 0.23% | 0.33% | 0.44% | Q4 2020 | Q3 2023 | 12 |
IBB | ISHARES TR NASDAQ BIOT... | 12 | 12 | 0.28% | 0.33% | 0.40% | Q4 2020 | Q3 2023 | 12 |
XLV | SELECT SECTOR SPDR TR ... | 12 | 12 | 0.23% | 0.32% | 0.41% | Q4 2020 | Q3 2023 | 12 |
XLY | SELECT SECTOR SPDR TR ... | 12 | 12 | 0.24% | 0.30% | 0.34% | Q4 2020 | Q3 2023 | 12 |
NFLX | NETFLIX INC COM | 12 | 12 | 0.15% | 0.29% | 0.41% | Q4 2020 | Q3 2023 | 12 |
BRKB | BERKSHIRE HATHAWAY INC... | 12 | 12 | 0.11% | 0.28% | 0.38% | Q4 2020 | Q3 2023 | 12 |
IDXX | IDEXX LABS INC COM | 12 | 12 | 0.11% | 0.24% | 0.43% | Q4 2020 | Q3 2023 | 12 |
XLF | SELECT SECTOR SPDR TR ... | 12 | 12 | 0.08% | 0.22% | 0.47% | Q4 2020 | Q3 2023 | 12 |
IWF | ISHARES TR RUSSELL 100... | 12 | 12 | 0.19% | 0.22% | 0.24% | Q4 2020 | Q3 2023 | 12 |
IVW | ISHARES TR S&P 500 GRO... | 12 | 12 | 0.19% | 0.22% | 0.24% | Q4 2020 | Q3 2023 | 12 |
XLK | SELECT SECTOR SPDR TR ... | 12 | 12 | 0.18% | 0.21% | 0.25% | Q4 2020 | Q3 2023 | 12 |
IWD | ISHARES TR RUSSELL 100... | 12 | 12 | 0.20% | 0.21% | 0.24% | Q4 2020 | Q3 2023 | 12 |
IVE | ISHARES TR S&P 500 VAL... | 12 | 12 | 0.15% | 0.20% | 0.23% | Q4 2020 | Q3 2023 | 12 |
ICLN | ISHARES TR GLOBAL CLEA... | 12 | 12 | 0.04% | 0.18% | 0.29% | Q4 2020 | Q3 2023 | 12 |
HD | HOME DEPOT INC COM | 12 | 12 | 0.15% | 0.17% | 0.20% | Q4 2020 | Q3 2023 | 12 |
NKE | NIKE INC CL B | 12 | 12 | 0.14% | 0.17% | 0.20% | Q4 2020 | Q3 2023 | 12 |
ENB | ENBRIDGE INC REGISTERE... | 12 | 12 | 0.14% | 0.17% | 0.20% | Q4 2020 | Q3 2023 | 12 |
VXUS | VANGUARD TOTAL INTL ST... | 12 | 12 | 0.13% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 12 |
PG | PROCTER & GAMBLE CO COM | 12 | 12 | 0.11% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 12 |
DSI | ISHARES TR MSCI KLD 40... | 12 | 12 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
XLI | SELECT SECTOR SPDR TR ... | 12 | 12 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q3 2023 | 12 |
GS | GOLDMAN SACHS GROUP IN... | 12 | 12 | 0.08% | 0.11% | 0.12% | Q4 2020 | Q3 2023 | 12 |
AMZN | AMAZON COM INC COM | 7 | 4 | 4.75% | 7.06% | 9.76% | Q4 2020 | Q3 2023 | 11 |
GOOGL | ALPHABET INC CL A | 7 | 4 | 2.01% | 2.37% | 2.73% | Q4 2020 | Q3 2023 | 11 |
GOOG | ALPHABET INC CAP STK CL C | 7 | 4 | 1.93% | 2.27% | 2.61% | Q4 2020 | Q3 2023 | 11 |
ABBV | ABBVIE INC COM | 7 | 4 | 0.65% | 0.99% | 1.37% | Q4 2020 | Q3 2023 | 11 |
ABT | ABBOTT LABS COM | 7 | 4 | 0.86% | 0.97% | 1.11% | Q4 2020 | Q3 2023 | 11 |
LLY | LILLY ELI & CO COM | 11 | 11 | 0.59% | 0.96% | 1.62% | Q1 2021 | Q3 2023 | 11 |
LNT | ALLIANT ENERGY CORP COM | 7 | 4 | 0.83% | 0.92% | 1.03% | Q4 2020 | Q3 2023 | 11 |
BRKA | BERKSHIRE HATHAWAY INC... | 11 | 11 | 0.54% | 0.67% | 0.80% | Q1 2021 | Q3 2023 | 11 |
CMG | CHIPOTLE MEXICAN GRILL... | 10 | 1 | 0.08% | 0.50% | 0.69% | Q4 2020 | Q3 2023 | 11 |
AEP | AMERICAN ELECTRIC POWE... | 7 | 4 | 0.32% | 0.39% | 0.48% | Q4 2020 | Q3 2023 | 11 |
FVD | FIRST TR VALUE LINE DI... | 10 | 1 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 11 |
NVDA | NVIDIA CORPORATION | 10 | 10 | 0.47% | 0.85% | 1.65% | Q2 2021 | Q3 2023 | 10 |
VTV | VANGUARD WORLD FDS | 10 | 10 | 0.07% | 0.67% | 0.87% | Q4 2020 | Q1 2023 | 10 |
FAF | FIRST AMERN FINL CORP COM | 10 | 10 | 0.19% | 0.40% | 0.50% | Q2 2021 | Q3 2023 | 10 |
ABNB | AIRBNB INC CL A COM | 6 | 4 | 0.13% | 0.30% | 0.47% | Q1 2021 | Q3 2023 | 10 |
DTE | DTE ENERGY CO COM | 9 | 1 | 0.07% | 0.29% | 0.46% | Q4 2020 | Q3 2023 | 10 |
EL | LAUDER ESTEE COS INC CL A | 9 | 9 | 0.06% | 0.21% | 0.27% | Q4 2020 | Q4 2022 | 9 |
ICE | INTERCONTINENTAL EXCHA... | 9 | 9 | 0.10% | 0.17% | 0.22% | Q4 2020 | Q4 2022 | 9 |
VOOV | VANGUARD ADMIRAL FDS I... | 9 | 9 | 0.11% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 9 |
SHAK | SHAKE SHACK INC CL A | 6 | 2 | 0.10% | 0.46% | 1.10% | Q2 2021 | Q2 2023 | 8 |
DG | DOLLAR GEN CORP NEW COM | 8 | 8 | 0.16% | 0.42% | 0.59% | Q4 2020 | Q3 2022 | 8 |
ZI | ZOOMINFO TECHNOLOGIES ... | 8 | 8 | 0.02% | 0.32% | 0.40% | Q4 2020 | Q3 2022 | 8 |
DOCU | DOCUSIGN INC COM | 8 | 8 | 0.06% | 0.26% | 0.47% | Q4 2020 | Q3 2022 | 8 |
NOW | SERVICENOW INC COM | 7 | 1 | 0.06% | 0.13% | 0.16% | Q4 2020 | Q4 2022 | 8 |
APPH | APPHARVEST INC COM | 6 | 2 | 0.00% | 0.04% | 0.13% | Q1 2021 | Q1 2023 | 8 |
DPZ | DOMINOS PIZZA INC COM | 7 | 7 | 0.37% | 0.52% | 0.64% | Q4 2020 | Q2 2022 | 7 |
CI | CIGNA CORP NEW COM | 7 | 7 | 0.40% | 0.47% | 0.58% | Q4 2020 | Q2 2022 | 7 |
SHOP | SHOPIFY INC CL A ISIN#... | 5 | 2 | 0.03% | 0.42% | 0.78% | Q4 2020 | Q3 2022 | 7 |
ABC | AMERISOURCEBERGEN CORP... | 7 | 7 | 0.30% | 0.37% | 0.46% | Q4 2020 | Q2 2022 | 7 |
ARKG | ARK ETF TR GENOMIC REV... | 7 | 7 | 0.10% | 0.32% | 0.47% | Q1 2022 | Q3 2023 | 7 |
PYPL | PAYPAL HLDGS INC COM | 5 | 2 | 0.02% | 0.26% | 0.39% | Q4 2020 | Q3 2022 | 7 |
ZM | ZOOM VIDEO COMMUNICATI... | 5 | 2 | 0.01% | 0.23% | 0.44% | Q4 2020 | Q3 2022 | 7 |
RPRX | ROYALTY PHARMA PLC REG... | 4 | 1 | 0.04% | 0.21% | 0.35% | Q4 2020 | Q4 2022 | 7 |
WSM | WILLIAMS SONOMA INC COM | 7 | 7 | 0.16% | 0.20% | 0.23% | Q3 2021 | Q1 2023 | 7 |
WMT | WALMART INC COM | 7 | 7 | 0.13% | 0.14% | 0.15% | Q4 2020 | Q2 2022 | 7 |
SNOW | SNOWFLAKE INC CL A | 6 | 1 | 0.03% | 0.09% | 0.14% | Q4 2020 | Q3 2022 | 7 |
NEM | NEWMONT CORP COM | 4 | 2 | 0.00% | 1.10% | 2.97% | Q4 2020 | Q3 2022 | 6 |
GOLD | BARRICK GOLD CORP COM ... | 4 | 2 | 0.00% | 0.67% | 2.03% | Q4 2020 | Q3 2022 | 6 |
REGN | REGENERON PHARMACEUTIC... | 6 | 6 | 0.37% | 0.60% | 0.78% | Q4 2020 | Q1 2022 | 6 |
CVX | CHEVRON CORP NEW COM | 6 | 6 | 0.46% | 0.53% | 0.72% | Q4 2020 | Q1 2022 | 6 |
CHKP | CHECK POINT SOFTWARE T... | 6 | 6 | 0.23% | 0.35% | 0.46% | Q4 2020 | Q1 2022 | 6 |
VRTX | VERTEX PHARMACEUTICALS... | 6 | 6 | 0.26% | 0.29% | 0.31% | Q2 2022 | Q3 2023 | 6 |
ANET | ARISTA NETWORKS INC COM | 6 | 6 | 0.01% | 0.29% | 0.44% | Q2 2022 | Q3 2023 | 6 |
CNC | CENTENE CORP DEL COM | 6 | 6 | 0.20% | 0.25% | 0.30% | Q1 2021 | Q2 2022 | 6 |
DEO | DIAGEO PLC SPONSORED A... | 5 | 1 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q3 2022 | 6 |
ETSY | ETSY INC COM | 5 | 1 | 0.04% | 0.08% | 0.10% | Q4 2020 | Q2 2022 | 6 |
SQ | SQUARE INC CL A | 4 | 2 | 0.01% | 0.08% | 0.13% | Q4 2020 | Q3 2022 | 6 |
VZ | VERIZON COMMUNICATIONS... | 5 | 5 | 0.41% | 0.63% | 1.16% | Q4 2020 | Q4 2021 | 5 |
COIN | COINBASE GLOBAL INC CO... | 3 | 2 | 0.01% | 0.34% | 0.75% | Q2 2021 | Q3 2022 | 5 |
ASML | ASML HLDG N V N Y REGI... | 5 | 5 | 0.05% | 0.17% | 0.33% | Q3 2021 | Q3 2022 | 5 |
YUMC | YUM CHINA HLDGS INC COM | 5 | 5 | 0.10% | 0.14% | 0.17% | Q4 2020 | Q4 2021 | 5 |
TWLO | TWILIO INC CL A | 5 | 5 | 0.10% | 0.14% | 0.19% | Q4 2020 | Q4 2021 | 5 |
BBEU | J P MORGAN EXCHANGE-TR... | 5 | 5 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q2 2022 | 5 |
GDRX | GOODRX HLDGS INC COM CL A | 3 | 1 | 0.02% | 0.08% | 0.14% | Q4 2020 | Q2 2022 | 5 |
AVGO | BROADCOM INC COM | 2 | 1 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 5 |
BIIB | BIOGEN INC | 4 | 4 | 0.42% | 0.47% | 0.51% | Q4 2020 | Q3 2021 | 4 |
BABA | ALIBABA GROUP HLDG LTD... | 3 | 1 | 0.00% | 0.43% | 0.84% | Q4 2020 | Q2 2022 | 4 |
BYND | BEYOND MEAT INC COM | 4 | 4 | 0.08% | 0.23% | 0.32% | Q4 2020 | Q3 2021 | 4 |
ESI | ELEMENT SOLUTIONS INC COM | 4 | 4 | 0.18% | 0.20% | 0.21% | Q3 2021 | Q2 2022 | 4 |
DLR | DIGITAL RLTY TR INC COM | 2 | 1 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2022 | 4 |
MRNA | MODERNA INC COM | 2 | 1 | 0.03% | 0.06% | 0.12% | Q4 2020 | Q3 2022 | 4 |
D | DOMINION ENERGY INC COM | 3 | 3 | 0.67% | 0.79% | 0.89% | Q4 2020 | Q2 2021 | 3 |
BIDU | BAIDU INC | 3 | 3 | 0.49% | 0.58% | 0.64% | Q4 2020 | Q2 2021 | 3 |
DFS | DISCOVER FINL SVCS COM... | 3 | 3 | 0.48% | 0.50% | 0.52% | Q4 2020 | Q2 2021 | 3 |
MDT | MEDTRONIC PLC SHS ISIN... | 3 | 3 | 0.43% | 0.48% | 0.53% | Q4 2020 | Q2 2021 | 3 |
GIB | CGI INC CL A SUB VTG I... | 3 | 3 | 0.31% | 0.33% | 0.35% | Q4 2020 | Q2 2021 | 3 |
GM | GENERAL MTRS CO COM | 3 | 3 | 0.07% | 0.31% | 0.44% | Q1 2021 | Q3 2021 | 3 |
SO | SOUTHERN CO COM | 3 | 3 | 0.26% | 0.31% | 0.35% | Q4 2020 | Q2 2021 | 3 |
CVS | CVS HEALTH CORP COM | 2 | 1 | 0.01% | 0.17% | 0.49% | Q4 2020 | Q3 2022 | 3 |
VUG | VANGUARD WORLD FDS | 2 | 1 | 0.06% | 0.09% | 0.15% | Q4 2020 | Q3 2022 | 3 |
OGS | ONE GAS INC COM | 2 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q3 2022 | 3 |
UL | UNILEVER PLC SPON ADR ... | 2 | 1 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2022 | 3 |
SDY | SPDR SER TR S&P DIVID ETF | 2 | 1 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q3 2022 | 3 |
RTX | RAYTHEON TECHNOLOGIES ... | 2 | 1 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q3 2022 | 3 |
HON | HONEYWELL INTL INC COM | 2 | 1 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q3 2022 | 3 |
ARKF | ARK ETF TR FINTECH INN... | 3 | 3 | 0.03% | 0.07% | 0.10% | Q1 2022 | Q3 2022 | 3 |
DTD | WISDOMTREE TR U S TOTA... | 2 | 1 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2022 | 3 |
WTRG | ESSENTIAL UTILS INC COM | 2 | 1 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2022 | 3 |
IYH | ISHARES TR U S HEALTHC... | 2 | 1 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2022 | 3 |
ETR | ENTERGY CORP NEW COM | 2 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q3 2022 | 3 |
CSCO | CISCO SYS INC COM | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 3 |
MTCH | MATCH GROUP INC NEW COM | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q3 2022 | 3 |
CAT | CATERPILLAR INS COM | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 3 |
PHO | INVESCO EXCHANGE-TRADE... | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2022 | 3 |
DVY | ISHARES TR SELECT DIVI... | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 3 |
VCYT | VERACYTE INC COM | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2022 | 3 |
VBK | VANGUARD INDEX FDS VAN... | 2 | 1 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q3 2022 | 3 |
CARR | CARRIER GLOBAL CORP COM | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 3 |
MS | MORGAN STANLEY COM NEW | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 3 |
IJR | ISHARES TR CORE S&P SM... | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2022 | 3 |
VWO | VANGUARD INTL EQUITY I... | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 3 |
OTIS | OTIS WORLDWIDE CORP COM | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2022 | 3 |
SPYD | SPDR SER TR S&P 500 HI... | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2022 | 3 |
CSV | CARRIAGE SVCS INC COM | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2022 | 3 |
CL | COLGATE PALMOLIVE CO COM | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2022 | 3 |
UBER | UBER TECHNOLOGIES INC COM | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 3 |
IJK | ISHARES TR S&P MIDCAP ... | 2 | 1 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2022 | 3 |
MDY | SPDR S&P MIDCAP 400 ET... | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 3 |
ATO | ATMOS ENERGY CORP COM | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 3 |
ECL | ECOLAB INC COM | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 3 |
EXPE | EXPEDIA GROUP INC COM NEW | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 3 |
BAC | BANK AMER CORP COM | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 3 |
C | CITIGROUP INC COM NEW | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 3 |
URI | UNITED RENTALS INC COM | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 3 |
PIE | INVESCO EXCHANGE-TRADE... | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 3 |
SSO | PROSHARES TR PROSHARES... | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 3 |
BX | BLACKSTONE INC COM | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 3 |
GLD | SPDR GOLD TR GOLD SHS | 2 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 3 |
VBR | VANGUARD INDEX FDS VAN... | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
JWN | NORDSTROM INC COM | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
RUN | SUNRUN INC COM | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
TWTR | TWITTER INC COM | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
PAYC | PAYCOM SOFTWARE INC COM | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
EFA | ISHARES TR MSCI EAFE ETF | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
IEFA | ISHARES TR CORE MSCI E... | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
MJ | ETF MANAGERS TR ETFMG ... | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
LRCX | LAM RESH CORP COM | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
SPHD | INVESCO EXCHANGE-TRADE... | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
MTX | MINERALS TECHNOLOGIES ... | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
FAS | DIREXION SHS ETF TR DA... | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
CSIQ | CANADIAN SOLAR INC COM... | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
ENSG | ENSIGN GROUP INC COM | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
SOXX | ISHARES TR SEMICONDUCT... | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
LHCG | LHC GROUP INC COM | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 3 |
BAX | BAXTER INTL INC COM | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 3 |
TEVA | TEVA PHARMACEUTICAL IN... | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 3 |
GWRS | GLOBAL WTR RES INC COM | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 3 |
LPTX | LEAP THERAPEUTICS INC COM | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 3 |
OPTN | OPTINOSE INC COM | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 3 |
AGG | ISHARES TR CORE U S AG... | 2 | 2 | 0.00% | 2.08% | 4.15% | Q2 2022 | Q3 2022 | 2 |
F | FORD MOTOR CO DEL COM PAR | 2 | 2 | 0.62% | 0.78% | 0.94% | Q3 2021 | Q4 2021 | 2 |
CTSH | COGNIZANT TECHNOLOGY S... | 2 | 2 | 0.72% | 0.78% | 0.84% | Q4 2020 | Q1 2021 | 2 |
T | AT&T INC COM | 2 | 2 | 0.38% | 0.55% | 0.71% | Q2 2021 | Q3 2021 | 2 |
GDX | VANECK ETF TRUST | 2 | 2 | 0.39% | 0.41% | 0.42% | Q2 2023 | Q3 2023 | 2 |
HAS | HASBRO INC COM | 2 | 2 | 0.25% | 0.27% | 0.29% | Q1 2021 | Q2 2021 | 2 |
JWS | JAWS ACQUISITION CORP ... | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q1 2021 | 2 |
CANO | CANO HEALTH INC CL A | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2021 | Q3 2021 | 2 |
BCE | BCE INC COM NEW ISIN#C... | 1 | 1 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q2 2022 | 2 |
AZN | ASTRAZENECA PLC SPONSO... | 1 | 1 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q2 2022 | 2 |
FISV | FISERV INC COM | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
SHM | SPDR SER TR NUVEEN BLO... | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
XOM | EXXON MOBIL CORP COM | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
ESGU | ISHARES TR ESG AWARE M... | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2022 | 2 |
AFL | AFLAC INC COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2022 | 2 |
IVV | ISHARES TR CORE S&P 50... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
VTEB | VANGUARD MUN BD FDS TA... | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
AXP | AMERICAN EXPRESS CO COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 2 |
VITL | VITAL FARMS INC COM | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
TRP | TC ENERGY CORPORATION ... | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2022 | 2 |
XBI | SPDR SER TR | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 2 |
FIBK | FIRST INTST BANCSYSTEM... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
VCIT | VANGUARD SCOTTSDALE FD... | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
LIT | GLOBAL X LITHIUM AND B... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
IT | GARTNER INC COM | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
EFV | ISHARES TR MSCI EAFE V... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
SWK | STANLEY BLACK & DECKER... | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 2 |
EFG | ISHARES TR MSCI EAFE G... | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
FDS | FACTSET RESH SYS INC COM | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
DTM | DT MIDSTREAM INC COM | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
AMRC | AMERESCO INC CL A | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 2 |
DRIV | GLOBAL X FDS AUTONOMOU... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
XME | SPDR SER TR S&P METALS... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
UPS | UNITED PARCEL SVC INC ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
ENPH | ENPHASE ENERGY INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
TXN | TEXAS INSTRS INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
ESGE | ISHARES INC ESG MSCI E... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
VLUE | ISHARES TR MSCI USA VA... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
QCOM | QUALCOMM INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
IXN | ISHARES TR GLOBAL TECH... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
ZS | ZSCALER INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 2 |
ACN | ACCENTURE PLC IRELAND ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 2 |
HUBS | HUBSPOT INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 2 |
IYE | ISHARES TR U S ENERGY ETF | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
IXG | ISHARES TR GLOBAL FINL... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
EQIX | EQUINIX INC COM PAR $0... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
RKT | ROCKET COS INC CL A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
AAL | AMERICAN AIRLS GROUP I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 2 |
OTLY | OATLY GROUP AB SPONSOR... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
KKR | KKR & CO INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
PTON | PELOTON INTERACTIVE IN... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
AAPL | APPLE INC COM | 1 | 1 | 1.82% | 1.82% | 1.82% | Q3 2022 | Q3 2022 | 1 |
XLP | ALPHABET INC CAP STK CL C | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2022 | Q3 2022 | 1 |
FTSM | ALPHABET INC CL A | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2022 | Q3 2022 | 1 |
PFFA | AMAZON COM INC COM | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2022 | Q3 2022 | 1 |
HEDJ | ABBVIE INC COM | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2022 | Q3 2022 | 1 |
IWF | ALLIANT ENERGY CORP COM | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2022 | Q3 2022 | 1 |
AMGN | AMGEN INC COM | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2022 | Q3 2022 | 1 |
FDT | ABBOTT LABS COM | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2022 | Q3 2022 | 1 |
AMERICAN ELEC PWR CO I... | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2022 | Q3 2022 | 1 | |
CHKP | CHECK POINT SOFTWARE T... | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
IJR | AIRBNB INC CL A COM | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2022 | Q3 2022 | 1 |
ARKG | ARK ETF TR GENOMIC REV... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q3 2022 | 1 |
RPRX | ROYALTY PHARMA PLC REG... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2022 | Q2 2022 | 1 |
ANET | ARISTA NETWORKS INC COM | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2022 | Q3 2022 | 1 |
NUEM | AMAZON COM INC COM | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
TDOC | TELADOC HEALTH INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
SLV | ISHARES SILVER TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
IUSV | AMAZON COM INC COM | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
TTAC | AMAZON COM INC COM | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
SPEM | AMAZON COM INC COM | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
VOE | AMAZON COM INC COM | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
NOVS | NOVUS CAP CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
BBEU | J P MORGAN EXCHANGE-TR... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
RAAX | AMAZON COM INC COM | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
GLD | ABBVIE INC COM | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
BNDX | ALPHABET INC CL A | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
IAGG | ABBVIE INC COM | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
NEAR | AMAZON COM INC COM | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
KIE | AMAZON COM INC COM | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
VTRS | VIATRIS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
PULS | AMAZON COM INC COM | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
SHV | AMAZON COM INC COM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
BBJP | J P MORGAN EXCHANGE-TR... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
SLV | AMAZON COM INC COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
JETS | AMAZON COM INC COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
PSI | AMAZON COM INC COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
IVOO | AMAZON COM INC COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
SUB | AMAZON COM INC COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
TFI | AMAZON COM INC COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
MGK | AMAZON COM INC COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
QQQM | AMAZON COM INC COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
TLT | ALPHABET INC CAP STK CL C | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
FPX | ALPHABET INC CL A | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
PSK | AMAZON COM INC COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
SDY | ALPHABET INC CAP STK CL C | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
XLC | ALPHABET INC CAP STK CL C | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
LEGR | ALPHABET INC CAP STK CL C | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
BBCA | J P MORGAN EXCHANGE-TR... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
FAUG | ALPHABET INC CL A | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
FXI | ALPHABET INC CL A | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
EMB | ALPHABET INC CL A | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
GSG | ALPHABET INC CL A | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
IGIB | AFLAC INC COM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
VOT | AMAZON COM INC COM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
VOX | AMAZON COM INC COM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
BBCA | J P MORGAN EXCHANGE-TR... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
KBE | AMAZON COM INC COM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
SCHO | AMAZON COM INC COM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
BBJP | J P MORGAN EXCHANGE-TR... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
ARKK | ARK ETF TR INNOVATION ETF | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
SHV | ISHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
WY | WEYERHAEUSER CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
NOBL | ALPHABET INC CAP STK CL C | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
SCHV | ALPHABET INC CAP STK CL C | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
FMAY | ALPHABET INC CL A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
ARKF | ARK ETF TR FINTECH INN... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
XLB | AMERICAN EXPRESS CO COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
VT | ALPHABET INC CAP STK CL C | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
XLU | ALPHABET INC CAP STK CL C | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
SHYG | AMAZON COM INC COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
ITA | AMAZON COM INC COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
SPLV | AMAZON COM INC COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
ISCG | AMAZON COM INC COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
VHT | ALPHABET INC CAP STK CL C | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
USRT | AMAZON COM INC COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
IXP | AMAZON COM INC COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
ACWX | ALPHABET INC CL A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
FJUN | ALPHABET INC CL A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
FLRN | ALPHABET INC CL A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
IVW | ALLIANT ENERGY CORP COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
BIV | ABBOTT LABS COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
RWL | AMAZON COM INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
COMT | ABBOTT LABS COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
DES | ABBOTT LABS COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
IWV | AMAZON COM INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
TLH | AMAZON COM INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
IDU | AMAZON COM INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
HYMB | AMAZON COM INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
BIZD | ALPHABET INC CL A | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
FV | ALPHABET INC CL A | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
XLV | ALPHABET INC CAP STK CL C | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
HYLD | AMAZON COM INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
TDIV | AMAZON COM INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
NULV | AMAZON COM INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
ZG | ZILLOW GROUP INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
IWR | ALLIANT ENERGY CORP COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
QYLD | AMAZON COM INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
EMLP | ABBOTT LABS COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
TRP | TC ENERGY CORPORATION ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
MBB | ALPHABET INC CAP STK CL C | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
ESML | ABBOTT LABS COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
REET | ALPHABET INC CAP STK CL C | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
RODM | ALPHABET INC CAP STK CL C | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
SMOG | ALPHABET INC CAP STK CL C | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
BWX | ALPHABET INC CL A | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
VEA | ALPHABET INC CAP STK CL C | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
CWI | ALPHABET INC CL A | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
AMD | ADVANCED MICRO DEVICES... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
BBAX | J P MORGAN EXCHANGE-TR... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
IEI | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
IGE | AMAZON COM INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
IWD | ALLIANT ENERGY CORP COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
QQQM | INVESCO EXCHANGE-TRADE... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
IMCV | ALLIANT ENERGY CORP COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
IWS | ALLIANT ENERGY CORP COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
IWP | ALLIANT ENERGY CORP COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
SLF | SUN LIFE FINL INC COM ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
KWEB | AMAZON COM INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
GSIE | ALTRIA GROUP INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
FEM | ABBOTT LABS COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
MTUM | ALPHABET INC CAP STK CL C | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
BBAX | J P MORGAN EXCHANGE-TR... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
PDP | AMAZON COM INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
BOND | ALPHABET INC CL A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
ESGV | ALPHABET INC CL A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
RWO | ALPHABET INC CAP STK CL C | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
AMLP | ALPHABET INC CL A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
NUSC | ALPHABET INC CAP STK CL C | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
QUAL | ALPHABET INC CAP STK CL C | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
MO | ALTRIA GROUP INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
HNDL | ALVORD CALIF UNI SCH D... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
MUB | AMAZON COM INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
IUSG | AMAZON COM INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
IWB | ALLIANT ENERGY CORP COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
INDA | AMAZON COM INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
IHI | AMAZON COM INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
JHMM | ALLIANT ENERGY CORP COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
SBUX | STARBUCKS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
IYR | ALLIANT ENERGY CORP COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
SPY | ALPHABET INC CAP STK CL C | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
FAPR | ALPHABET INC CL A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
PFF | ALPHABET INC CAP STK CL C | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
FFEB | ALPHABET INC CL A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
EFV | ABBOTT LABS COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
FTGC | ABBOTT LABS COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
PGX | ALPHABET INC CAP STK CL C | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
AAXJ | ABBOTT LABS COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
PCY | ALPHABET INC CAP STK CL C | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
VTI | ALPHABET INC CAP STK CL C | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
AMJ | ABBOTT LABS COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
FXH | ALPHABET INC CL A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
DGRW | ALPHABET INC CL A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
FIW | ABBOTT LABS COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
LQD | ALPHABET INC CAP STK CL C | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
FBT | ABBOTT LABS COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
EAGG | ALPHABET INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IBM | INTERNATIONAL BUSINESS... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
UCON | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IDV | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
WDAY | WORKDAY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SUSC | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
DON | ALPHABET INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
VGT | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
VO | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IYK | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IWC | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FTXN | ALPHABET INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IMCB | ALLIANT ENERGY CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IVE | ALLIANT ENERGY CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
HYG | ABBVIE INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IWO | ALLIANT ENERGY CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IVV | ALLIANT ENERGY CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
DWX | ALPHABET INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SUSA | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
EEM | ABBOTT LABS COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
TIP | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
DBE | ALPHABET INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
QQQJ | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
QQQ | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MGC | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AAAU | ALPHABET INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BOTZ | ABBOTT LABS COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
VSS | AMERESCO INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
VNQ | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FTSL | ALPHABET INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FXG | ALPHABET INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FDN | ABBOTT LABS COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
APPH | APPHARVEST INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
TSM | TAIWAN SEMICONDUCTOR M... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
RYU | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IPAC | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SCHD | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IWY | ALLIANT ENERGY CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
USMV | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
XLE | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ISCV | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
UUP | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IDRV | ISHARES TR SELF DRIVIN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
EFAV | ALPHABET INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SDVY | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 | |
LIN | LINDE PLC SH ISIN#IE00... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CWB | ABBOTT LABS COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
TSM | TAIWAN SEMICONDUCTOR M... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ESGD | ABBOTT LABS COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
HEFA | ABBVIE INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IAU | ABBVIE INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FVRR | Fiverr International Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
IQLT | ALLIANT ENERGY CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
GRID | ABBVIE INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IMCG | ALLIANT ENERGY CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
VXF | VANGUARD INDEX FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DGRO | ABBOTT LABS COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FVD | ALPHABET INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AGZ | ALPHABET INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IEMG | ACCENTURE PLC IRELAND ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
LIN | LINDE PLC SH ISIN#IE00... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SEDG | SOLAREDGE TECHNOLOGIES... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
IJT | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
JNK | ALLIANT ENERGY CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FSLY | FASTLY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ILCB | AIRBNB INC CL A COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MMM | 3M CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PLAN | ANAPLAN INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
USIG | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AMT | AMERICAN TOWER CORP NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GE | GENERAL ELEC CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GWPH | GW PHARMACEUTICALS PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FCVT | ALPHABET INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
VO | VANGUARD WORLD FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
INDS | ALLIANT ENERGY CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SRVR | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
RDVY | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
META | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IWM | ALLIANT ENERGY CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SCHB | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
EWU | ALPHABET INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
TOTL | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ITOT | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BKLN | ABBOTT LABS COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
RYE | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AMUB | ALPHABET INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BSV | ABBOTT LABS COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SRLN | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CIBR | ABBOTT LABS COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SKYY | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
VTWO | AMERESCO INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
PZA | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
GLTR | ALPHABET INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SOXX | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
VFH | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BND | ABBOTT LABS COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IGLB | AMAZON COM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FPE | ABBOTT LABS COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
VB | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
VXUS | AMERESCO INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
XLRE | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
GEM | ABBOTT LABS COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
DAPP | ABBOTT LABS COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ALPHABET INC CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 | |
PDBC | ALPHABET INC CAP STK CL C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
VMBS | VANGUARD SCOTTSDALE FD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
IGSB | AIRBNB INC CL A COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FLOT | ABBOTT LABS COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SPIP | AMAZON COM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
IEF | AMAZON COM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VSGX | AMERESCO INC CL A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
OEF | AMAZON COM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
IJH | AIRBNB INC CL A COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VNQI | AMAZON COM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
IWN | AMAZON COM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SPYD | AMAZON COM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EMLC | ABBOTT LABS COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VMBS | AMAZON COM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MOAT | AMAZON COM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
JPST | AMAZON COM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FMB | ABBOTT LABS COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NYF | AMAZON COM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ACWI | ALPHABET INC CL A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LQDH | AMAZON COM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GBF | ABBOTT LABS COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FTCS | ABBOTT LABS COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BLV | ABBOTT LABS COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ISCB | AMAZON COM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ILCG | ALIBABA GROUP HLDG LTD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VIG | ALPHABET INC CAP STK CL C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
DIA | ABBOTT LABS COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EDIT | EDITAS MEDICINE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIXD | ALPHABET INC CL A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FAN | ALPHABET INC CL A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
IEI | ABBVIE INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
RSP | ALPHABET INC CAP STK CL C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WAB | WABTEC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IBND | AMAZON COM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VYM | AMERICAN AIRLS GROUP I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SPSM | AMAZON COM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LIQT | LIQTECH INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ILCV | AMAZON COM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SHY | AMAZON COM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HDV | ABBVIE INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
IQIN | AMAZON COM INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PROSHARES TR BITCOIN S... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 | |
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The securities at the top of the list , including INVESCO QQQ TR UNIT SER 1, VANGUARD INDEX FDS S&P 500 ETF SHS NEW, and MICROSOFT CORP COM, are the highest-conviction holdings of Oxler Private Wealth LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Oxler Private Wealth LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Oxler Private Wealth LLC owns currently or has owned in the past.