Continuum Advisory, LLC holdings history

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696 is the total number of securities Continuum Advisory, LLC has owned. The longest Continuum Advisory, LLC has owned a single stock is 27 quarters.

Continuum Advisory, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC27273.80%5.20%7.93%Q1 2017Q3 202327
VV VANGUARD INDEX FDS27271.04%3.16%5.81%Q1 2017Q3 202327
BND VANGUARD BD INDEX FDS27271.08%2.51%6.16%Q1 2017Q3 202327
IVV ISHARES TR27270.67%2.38%4.58%Q1 2017Q3 202327
VEA VANGUARD TAX-MANAGED I...27270.38%1.72%4.52%Q1 2017Q3 202327
MSFT MICROSOFT CORP27270.30%1.23%2.70%Q1 2017Q3 202327
IJR ISHARES TR27270.32%1.21%2.34%Q1 2017Q3 202327
VTI VANGUARD INDEX FDS27270.26%1.20%1.91%Q1 2017Q3 202327
AGG ISHARES TR27270.06%1.17%3.62%Q1 2017Q3 202327
VWO VANGUARD INTL EQUITY I...27270.30%1.14%2.84%Q1 2017Q3 202327
AMZN AMAZON COM INC27270.32%1.12%2.20%Q1 2017Q3 202327
TIP ISHARES TR27270.05%1.01%2.22%Q1 2017Q3 202327
BIV VANGUARD BD INDEX FDS27270.16%0.96%2.14%Q1 2017Q3 202327
IWR ISHARES TR27270.14%0.85%1.81%Q1 2017Q3 202327
BSV VANGUARD BD INDEX FDS27270.14%0.82%1.45%Q1 2017Q3 202327
VNQ VANGUARD INDEX FDS27270.26%0.75%1.68%Q1 2017Q3 202327
CVX CHEVRON CORP NEW27270.48%0.74%1.19%Q1 2017Q3 202327
SHM SPDR SER TR27270.11%0.73%1.83%Q1 2017Q3 202327
JNJ JOHNSON & JOHNSON27270.38%0.71%1.00%Q1 2017Q3 202327
BRKB BERKSHIRE HATHAWAY INC...27270.15%0.69%1.44%Q1 2017Q3 202327
VZ VERIZON COMMUNICATIONS...27270.21%0.61%1.37%Q1 2017Q3 202327
BNDX VANGUARD CHARLOTTE FDS27270.22%0.55%0.90%Q1 2017Q3 202327
T AT&T INC27270.11%0.52%1.32%Q1 2017Q3 202327
FB META PLATFORMS INC27270.29%0.51%0.65%Q1 2017Q3 202327
PBA PEMBINA PIPELINE CORP27270.21%0.48%0.82%Q1 2017Q3 202327
FDL FIRST TR MORNINGSTAR D...27270.10%0.47%1.68%Q1 2017Q3 202327
NFLX NETFLIX INC27270.09%0.41%0.70%Q1 2017Q3 202327
JPM JPMORGAN CHASE & CO27270.16%0.39%0.61%Q1 2017Q3 202327
VTV VANGUARD INDEX FDS27270.16%0.36%0.68%Q1 2017Q3 202327
PG PROCTER & GAMBLE CO27270.16%0.32%0.51%Q1 2017Q3 202327
CMCSA COMCAST CORP NEW27270.18%0.30%0.50%Q1 2017Q3 202327
CSCO CISCO SYS INC27270.18%0.30%0.44%Q1 2017Q3 202327
VXF VANGUARD INDEX FDS14120.13%1.67%4.07%Q1 2017Q3 202326
BRKA BERKSHIRE HATHAWAY INC...26260.29%0.64%1.01%Q2 2017Q3 202326
V VISA INC1880.15%0.47%0.84%Q1 2017Q3 202326
TOTL SSGA ACTIVE ETF TR14120.09%0.39%1.52%Q1 2017Q3 202326
SCHP SCHWAB STRATEGIC TR2240.10%0.36%0.75%Q1 2017Q3 202326
XOM EXXON MOBIL CORP1880.15%0.30%0.54%Q1 2017Q3 202326
INTC INTEL CORP26260.08%0.25%0.72%Q2 2017Q3 202326
SPSM SPDR SER TR2410.09%0.60%1.37%Q2 2017Q3 202325
SPSB SPDR SER TR1690.11%0.60%0.91%Q1 2017Q3 202325
MUB ISHARES TR25250.24%0.42%0.95%Q3 2017Q3 202325
ADBE ADOBE SYSTEMS INCORPOR...25250.18%0.38%0.63%Q3 2017Q3 202325
MINT PIMCO ETF TR2020.06%0.29%0.54%Q1 2017Q3 202325
XLF SELECT SECTOR SPDR TR13120.05%0.25%0.58%Q2 2017Q3 202325
BAC BK OF AMERICA CORP14110.10%0.19%0.39%Q2 2017Q3 202325
SPLG SPDR SER TR24240.47%2.43%5.44%Q4 2017Q3 202324
SPAB SPDR SER TR24240.06%1.78%5.50%Q4 2017Q3 202324
IJH ISHARES TR13110.16%0.79%1.87%Q1 2017Q3 202324
GOOGL ALPHABET INC1680.15%0.44%0.77%Q1 2017Q3 202324
ORCL ORACLE CORP1680.15%0.33%0.64%Q1 2017Q3 202324
SPDW SPDR INDEX SHS FDS23230.86%1.89%3.45%Q1 2018Q3 202323
SPEM SPDR INDEX SHS FDS23230.55%0.99%1.53%Q1 2018Q3 202323
IAGG ISHARES TR23230.44%0.98%1.64%Q1 2018Q3 202323
SPMD SPDR SER TR23230.06%0.73%2.10%Q1 2018Q3 202323
SPIP SPDR SER TR23230.22%0.72%1.95%Q1 2018Q3 202323
SCHV SCHWAB STRATEGIC TR1490.14%0.52%1.07%Q1 2017Q3 202323
DIS DISNEY WALT CO1420.14%0.48%1.63%Q1 2017Q3 202323
VUG VANGUARD INDEX FDS1410.12%0.31%0.53%Q1 2017Q3 202323
MTUM ISHARES TR23230.06%0.27%0.79%Q1 2018Q3 202323
JPST JP MORGAN EXCHANGE TRA...22220.22%1.18%2.79%Q2 2018Q3 202322
STIP ISHARES TR22220.20%1.11%2.55%Q2 2018Q3 202322
PDBC INVESCO ACTVELY MNGD E...22220.27%0.96%1.84%Q2 2018Q3 202322
SCHF SCHWAB STRATEGIC TR1390.15%0.47%0.92%Q1 2017Q3 202322
GOOG ALPHABET INC1480.12%0.42%0.78%Q1 2017Q3 202322
GOVT ISHARES TR22220.16%0.37%1.70%Q2 2018Q3 202322
CECE CECO ENVIRONMENTAL CORP1930.04%0.37%0.83%Q1 2018Q3 202322
SCHG SCHWAB STRATEGIC TR1210.13%0.33%0.90%Q1 2017Q3 202322
TFX TELEFLEX INCORPORATED21210.22%0.96%1.64%Q3 2018Q3 202321
VONG VANGUARD SCOTTSDALE FDS1920.15%0.51%2.54%Q2 2018Q3 202321
WFC WELLS FARGO CO NEW1220.10%0.46%1.20%Q1 2017Q3 202321
SCHA SCHWAB STRATEGIC TR11100.11%0.29%0.68%Q2 2017Q3 202321
PFE PFIZER INC1210.11%0.28%0.51%Q1 2017Q3 202321
JPUS JP MORGAN EXCHANGE TRA...1740.03%0.18%0.61%Q3 2017Q2 202321
QUS SPDR SER TR20201.35%2.74%4.62%Q4 2018Q3 202320
TIPX SPDR SER TR20200.14%2.61%6.20%Q4 2018Q3 202320
VB VANGUARD INDEX FDS1510.14%0.65%0.99%Q1 2017Q3 202320
VIG VANGUARD SPECIALIZED F...20200.27%0.55%1.21%Q4 2018Q3 202320
VBR VANGUARD INDEX FDS1410.18%0.54%0.90%Q2 2017Q3 202320
SPYG SPDR SER TR20200.26%0.53%1.12%Q4 2018Q3 202320
COST COSTCO WHSL CORP NEW1640.12%0.29%0.52%Q1 2017Q3 202320
SCHM SCHWAB STRATEGIC TR1190.17%0.24%0.42%Q2 2017Q3 202320
QUAL ISHARES TR20200.07%0.22%0.41%Q4 2018Q3 202320
SPYD SPDR SER TR20200.08%0.21%0.32%Q4 2018Q3 202320
IQLT ISHARES TR20200.04%0.19%0.48%Q4 2018Q3 202320
VWOB VANGUARD WHITEHALL FDS...1550.10%0.18%0.29%Q1 2017Q3 202320
AFIN THE NECESSITY RETAIL R...20200.04%0.12%0.34%Q3 2018Q2 202320
VCSH VANGUARD SCOTTSDALE FDS1510.15%0.51%0.82%Q2 2017Q3 202319
WMT WAL-MART STORES INC1540.23%0.49%1.81%Q1 2017Q3 202319
REET ISHARES TR19190.06%0.32%0.65%Q2 2018Q4 202219
AMGN AMGEN INC1010.08%0.26%0.67%Q1 2017Q3 202319
ANGL VANECK VECTORS ETF TRUST19190.14%0.22%0.33%Q1 2019Q3 202319
VOO VANGUARD INDEX FDS1440.13%0.60%1.99%Q1 2017Q3 202318
CERN CERNER CORP18180.31%0.58%1.33%Q3 2017Q4 202118
HYG ISHARES TR1080.10%0.36%0.99%Q1 2017Q3 202318
D DOMINION RES INC VA NEW1080.06%0.22%0.54%Q1 2017Q3 202318
AXP AMERICAN EXPRESS CO1080.06%0.21%0.33%Q1 2017Q3 202318
USMV ISHARES TR18180.11%0.18%0.33%Q2 2019Q3 202318
ATO ATMOS ENERGY CORP18180.03%0.10%0.21%Q2 2019Q3 202318
ULST SSGA ACTIVE ETF TR1250.10%2.48%4.57%Q4 2018Q3 202317
SHY ISHARES TR1430.25%1.18%1.75%Q1 2019Q3 202317
PKE PARK AEROSPACE CORP17170.34%0.83%2.04%Q3 2019Q3 202317
USRT ISHARES TR17170.05%0.42%0.92%Q1 2018Q1 202217
TSLA TESLA INC17170.13%0.36%0.60%Q3 2019Q3 202317
HD HOME DEPOT INC1340.11%0.31%0.43%Q1 2017Q3 202317
PEP PEPSICO INC1030.18%0.25%0.44%Q1 2017Q3 202317
EMB ISHARES TR810.13%0.23%0.52%Q1 2017Q3 202317
KO COCA COLA CO1340.11%0.22%0.42%Q1 2017Q3 202317
SPTM SPDR SER TR1430.09%0.14%0.22%Q2 2019Q3 202317
SPTI SPDR SER TR16160.10%1.05%4.08%Q4 2019Q3 202316
QQQ INVESCO QQQ TR1420.17%0.46%1.48%Q2 2018Q3 202316
IEMG ISHARES INC1420.20%0.39%1.36%Q1 2019Q3 202316
UNH UNITEDHEALTH GROUP INC1210.12%0.34%0.55%Q2 2017Q3 202316
MA MASTERCARD INCORPORATED1110.10%0.32%0.44%Q1 2017Q3 202316
GLD SPDR GOLD TRUST730.15%0.29%0.59%Q1 2017Q3 202316
MO ALTRIA GROUP INC1060.08%0.27%0.96%Q1 2017Q3 202316
SUB ISHARES TR910.09%0.22%0.77%Q4 2018Q3 202316
GWX SPDR INDEX SHS FDS730.04%0.22%0.61%Q1 2017Q3 202316
MCD MCDONALDS CORP1330.10%0.21%0.26%Q2 2017Q3 202316
IAU ISHARES GOLD TRUST16160.11%0.20%0.34%Q1 2017Q4 202016
IUSB ISHARES TR1420.10%0.16%0.30%Q4 2017Q3 202316
IVW ISHARES TR1010.04%0.13%0.21%Q2 2018Q3 202316
F FORD MTR CO DEL1150.05%0.09%0.20%Q1 2017Q3 202316
VO VANGUARD INDEX FDS15150.72%0.95%1.24%Q1 2020Q3 202315
NOBL PROSHARES TR15150.24%0.52%0.82%Q1 2020Q3 202315
WTRG ESSENTIAL UTILS INC15150.15%0.45%0.88%Q1 2020Q3 202315
REZ ISHARES TR15150.24%0.35%0.50%Q1 2020Q3 202315
ENB ENBRIDGE INC870.12%0.34%0.66%Q1 2017Q3 202315
ABBV ABBVIE INC15150.18%0.32%0.46%Q1 2020Q3 202315
KOD KODIAK SCIENCES INC15150.00%0.31%1.07%Q1 2020Q3 202315
SCZ ISHARES TR960.13%0.29%0.55%Q1 2017Q3 202315
ABC CENCORA INC870.09%0.26%0.44%Q1 2017Q3 202315
MCK MCKESSON CORP870.06%0.25%0.40%Q1 2017Q3 202315
BABA ALIBABA GROUP HLDG LTD1320.09%0.23%0.35%Q3 2017Q2 202115
NVS NOVARTIS AG870.06%0.23%0.37%Q1 2017Q3 202315
DUK DUKE ENERGY CORP NEW1050.06%0.22%0.54%Q1 2017Q3 202315
SNY SANOFI870.06%0.20%0.33%Q1 2017Q3 202315
VIOO VANGUARD ADMIRAL FDS INC15150.10%0.20%0.47%Q1 2020Q3 202315
ITOT ISHARES TR810.04%0.19%0.43%Q1 2017Q3 202315
QCOM QUALCOMM INC1140.07%0.14%0.21%Q4 2017Q3 202315
BA BOEING CO620.04%0.13%0.24%Q3 2017Q3 202315
VSAT VIASAT INC1110.04%0.09%0.20%Q4 2017Q3 202315
TTOO T2 BIOSYSTEMS INC15150.00%0.02%0.05%Q1 2019Q3 202215
AVDV AMERICAN CENTY ETF TR14140.62%1.16%2.00%Q2 2020Q3 202314
IEFA ISHARES TR14140.61%0.88%1.16%Q2 2020Q3 202314
MBB ISHARES TR730.05%0.68%1.16%Q1 2017Q3 202314
IWM ISHARES TR14140.40%0.65%0.97%Q2 2020Q3 202314
VTEB VANGUARD MUN BD FDS14140.23%0.38%0.46%Q2 2020Q3 202314
VTIP VANGUARD MALVERN FDS14140.27%0.35%0.47%Q2 2020Q3 202314
DLS WISDOMTREE TR14140.23%0.33%0.43%Q1 2018Q2 202114
PM PHILIP MORRIS INTL INC1040.09%0.31%0.82%Q1 2017Q3 202314
NVDA NVIDIA CORPORATION14140.17%0.29%0.47%Q2 2020Q3 202314
SO SOUTHERN CO1040.05%0.28%1.06%Q1 2017Q3 202314
SPY SPDR S&P 500 ETF TR14140.22%0.28%0.43%Q2 2020Q3 202314
GD GENERAL DYNAMICS CORP860.08%0.22%0.38%Q1 2017Q3 202314
BK BANK NEW YORK MELLON CORP860.08%0.21%0.35%Q1 2017Q3 202314
UL UNILEVER PLC860.09%0.21%0.37%Q1 2017Q3 202314
AEP AMERICAN ELEC PWR INC1040.08%0.19%0.45%Q1 2017Q3 202314
GIS GENERAL MLS INC1040.07%0.19%0.47%Q1 2017Q3 202314
HBI HANESBRANDS INC770.02%0.16%0.46%Q2 2017Q3 202314
SCHX SCHWAB STRATEGIC TR1040.10%0.15%0.21%Q2 2019Q3 202314
EFV ISHARES TR1010.06%0.14%0.21%Q2 2017Q3 202314
VBK VANGUARD INDEX FDS1220.09%0.14%0.19%Q3 2017Q3 202314
FIDU FIDELITY COVINGTON TRUST1310.06%0.10%0.18%Q1 2020Q3 202314
GLDM WORLD GOLD TR13130.21%0.88%3.12%Q4 2018Q4 202113
EWX SPDR INDEX SHS FDS13130.44%0.70%0.89%Q1 2017Q1 202013
MRK MERCK & CO INC1030.13%0.32%0.64%Q2 2017Q3 202313
ROM PROSHARES TR810.12%0.27%0.54%Q3 2018Q1 202213
LOW LOWES COS INC810.03%0.26%0.50%Q1 2017Q2 202313
TMO THERMO FISHER SCIENTIF...1030.20%0.25%0.29%Q2 2017Q3 202313
LMT LOCKHEED MARTIN CORP1030.10%0.23%0.42%Q2 2017Q3 202313
SBUX STARBUCKS CORP1210.10%0.22%0.38%Q4 2017Q3 202313
GILD GILEAD SCIENCES INC760.09%0.20%0.31%Q1 2020Q3 202313
ABT ABBOTT LABS13130.10%0.17%0.34%Q3 2020Q3 202313
XLK SELECT SECTOR SPDR TR13130.13%0.17%0.22%Q3 2020Q3 202313
CAT CATERPILLAR INC DEL13130.07%0.15%0.24%Q3 2020Q3 202313
AMT AMERICAN TOWER CORP NEW13130.07%0.12%0.22%Q3 2020Q3 202313
ALL ALLSTATE CORP13130.05%0.11%0.16%Q3 2020Q3 202313
AMD ADVANCED MICRO DEVICES...13130.06%0.11%0.17%Q3 2020Q3 202313
DLR DIGITAL RLTY TR INC13130.04%0.09%0.21%Q3 2020Q3 202313
HTGC HERCULES CAPITAL INC13130.04%0.08%0.16%Q3 2020Q3 202313
VXUS VANGUARD STAR FDS1110.19%0.35%0.43%Q3 2020Q3 202312
FTGC FIRST TR EXCHAN TRADED...840.04%0.29%0.69%Q4 2018Q4 202212
NETL ETF SER SOLUTIONS12120.19%0.27%0.45%Q4 2020Q3 202312
VMBS VANGUARD SCOTTSDALE FDS720.15%0.21%0.36%Q2 2017Q3 202312
CTAS CINTAS CORP1020.16%0.18%0.21%Q3 2017Q3 202312
VOE VANGUARD INDEX FDS1020.07%0.17%0.26%Q1 2017Q3 202312
VOT VANGUARD INDEX FDS720.12%0.17%0.24%Q2 2017Q3 202312
UPS UNITED PARCEL SERVICE INC840.05%0.15%0.29%Q1 2017Q3 202312
SOXX ISHARES TR12120.09%0.13%0.18%Q4 2020Q3 202312
CME CME GROUP INC1020.08%0.12%0.18%Q3 2017Q3 202312
NNN NNN REIT INC1020.06%0.11%0.20%Q3 2017Q3 202312
CSX CSX CORP12120.05%0.07%0.12%Q4 2020Q3 202312
TDVG T ROWE PRICE ETF INC830.04%0.88%1.60%Q4 2020Q3 202311
VCIT VANGUARD SCOTTSDALE FDS610.03%0.42%1.57%Q1 2017Q2 202311
SHYG ISHARES TR710.07%0.23%0.45%Q2 2018Q3 202311
BKNG BOOKING HOLDINGS INC740.09%0.22%0.32%Q1 2018Q3 202311
CMP COMPASS MINERALS INTL INC740.04%0.21%0.41%Q1 2017Q2 202311
BXP BOSTON PROPERTIES INC11110.15%0.19%0.24%Q2 2017Q4 201911
DVY ISHARES TR1010.13%0.18%0.37%Q1 2019Q3 202311
CNQ CANADIAN NAT RES LTD11110.07%0.15%0.21%Q1 2021Q3 202311
MRNA MODERNA INC11110.04%0.11%0.24%Q1 2021Q3 202311
EMR EMERSON ELEC CO1010.07%0.10%0.23%Q4 2017Q3 202311
TXN TEXAS INSTRS INC11110.05%0.08%0.11%Q1 2021Q3 202311
AGR AVANGRID INC920.04%0.07%0.18%Q3 2017Q2 202311
MS MORGAN STANLEY11110.05%0.06%0.09%Q1 2021Q3 202311
BLACKSTONE MTG TR INC11110.02%0.03%0.04%Q3 2018Q1 202111
ACORDA THERAPEUTICS INC11110.01%0.01%0.01%Q3 2018Q1 202111
LQD ISHARES TR710.07%0.34%0.91%Q4 2019Q3 202310
NEE NEXTERA ENERGY INC10100.14%0.30%0.60%Q2 2021Q3 202310
MGV VANGUARD WORLD FD10100.07%0.30%0.59%Q2 2021Q3 202310
IEF ISHARES TR10100.07%0.28%1.39%Q2 2021Q3 202310
FTSM FIRST TR EXCHANGE-TRAD...10100.08%0.27%0.60%Q2 2021Q3 202310
FBT FIRST TR EXCHANGE-TRAD...640.18%0.23%0.29%Q1 2018Q4 202110
TMUS T-MOBILE US INC10100.15%0.21%0.27%Q2 2021Q3 202310
BDX BECTON DICKINSON & CO730.13%0.21%0.29%Q2 2019Q3 202310
IGSB ISHARES TR10100.06%0.20%0.53%Q2 2021Q3 202310
BKLN INVESCO EXCH TRADED FD...730.05%0.20%0.43%Q2 2018Q4 202210
LAMR LAMAR ADVERTISING CO NEW640.05%0.20%0.47%Q1 2017Q3 202310
DHR DANAHER CORPORATION10100.10%0.19%0.24%Q2 2021Q3 202310
HYD VANECK VECTORS ETF TR10100.12%0.18%0.27%Q2 2021Q3 202310
NXPI NXP SEMICONDUCTORS N V10100.12%0.16%0.22%Q2 2021Q3 202310
AWK AMERICAN WTR WKS CO IN...10100.11%0.15%0.18%Q2 2021Q3 202310
ASML ASML HOLDING N V10100.10%0.15%0.20%Q2 2021Q3 202310
HIG HARTFORD FINL SVCS GRO...10100.09%0.15%0.28%Q2 2021Q3 202310
ACN ACCENTURE PLC IRELAND10100.09%0.14%0.25%Q2 2021Q3 202310
PLD PROLOGIS INC.10100.09%0.14%0.20%Q2 2021Q3 202310
ROP ROPER TECHNOLOGIES INC10100.10%0.13%0.17%Q2 2021Q3 202310
NOC NORTHROP GRUMMAN CORP10100.10%0.13%0.18%Q2 2021Q3 202310
EW EDWARDS LIFESCIENCES CORP10100.06%0.13%0.23%Q2 2021Q3 202310
ZTS ZOETIS INC10100.08%0.13%0.21%Q2 2021Q3 202310
MUNI PIMCO ETF TR10100.07%0.13%0.18%Q2 2021Q3 202310
SPGI S&P GLOBAL INC10100.09%0.12%0.16%Q2 2021Q3 202310
MPC MARATHON PETE CORP10100.09%0.11%0.16%Q2 2021Q3 202310
EQIX EQUINIX INC10100.09%0.11%0.12%Q2 2021Q3 202310
VYM VANGUARD WHITEHALL FDS10100.09%0.11%0.16%Q2 2021Q3 202310
IGIB ISHARES TR10100.06%0.11%0.14%Q2 2021Q3 202310
USB US BANCORP DEL710.05%0.10%0.26%Q1 2017Q3 202310
MET METLIFE INC10100.06%0.10%0.17%Q2 2021Q3 202310
LIN LINDE PLC10100.07%0.10%0.13%Q3 2020Q4 202210
LH LABORATORY CORP AMER H...730.04%0.09%0.17%Q1 2018Q3 202310
LLY LILLY ELI & CO10100.07%0.09%0.12%Q2 2021Q3 202310
LMBS FIRST TR EXCHANGE-TRAD...10100.04%0.09%0.14%Q2 2021Q3 202310
TT TRANE TECHNOLOGIES PLC10100.07%0.09%0.13%Q2 2021Q3 202310
COP CONOCOPHILLIPS10100.06%0.09%0.12%Q2 2021Q3 202310
FITB FIFTH THIRD BANCORP10100.06%0.09%0.12%Q2 2021Q3 202310
DIA SPDR DOW JONES INDL AV...10100.07%0.09%0.10%Q2 2021Q3 202310
ARCC ARES CAPITAL CORP10100.07%0.08%0.10%Q2 2021Q3 202310
EPD ENTERPRISE PRODS PARTN...910.06%0.08%0.25%Q3 2020Q3 202310
CINF CINCINNATI FINL CORP10100.05%0.08%0.12%Q2 2021Q3 202310
CCI CROWN CASTLE INTL CORP...10100.03%0.07%0.13%Q2 2021Q3 202310
ES EVERSOURCE ENERGY10100.04%0.07%0.10%Q2 2021Q3 202310
SNPS SYNOPSYS INC10100.05%0.07%0.08%Q2 2021Q3 202310
EFG ISHARES TR10100.04%0.07%0.11%Q2 2021Q3 202310
IP INTERNATIONAL PAPER CO10100.04%0.06%0.09%Q2 2021Q3 202310
TAN INVESCO EXCH TRADED FD...10100.04%0.06%0.12%Q1 2021Q2 202310
MU MICRON TECHNOLOGY INC10100.04%0.06%0.09%Q2 2021Q3 202310
BCE BCE INC10100.05%0.06%0.08%Q2 2021Q3 202310
FSK FS KKR CAP CORP10100.03%0.05%0.07%Q2 2021Q3 202310
ENCORE CAP GROUP INC10100.01%0.01%0.02%Q3 2018Q4 202010
MGK VANGUARD WORLD FD720.10%0.34%0.60%Q2 2021Q3 20239
FNDX SCHWAB STRATEGIC TR990.20%0.31%0.48%Q3 2021Q3 20239
PZA INVESCO EXCH TRADED FD...990.15%0.27%0.31%Q2 2018Q2 20209
IXUS ISHARES TR990.06%0.22%0.36%Q3 2021Q3 20239
XLE SELECT SECTOR SPDR TR990.01%0.21%0.54%Q3 2021Q3 20239
WMB WILLIAMS COS INC990.07%0.17%0.23%Q3 2021Q3 20239
VGIT VANGUARD SCOTTSDALE FDS630.10%0.17%0.31%Q2 2017Q3 20239
HCA HCA HEALTHCARE INC990.12%0.15%0.18%Q3 2021Q3 20239
EBAY EBAY INC.720.06%0.13%0.23%Q3 2018Q3 20239
RDVY FIRST TR EXCHANGE-TRAD...990.05%0.13%0.26%Q3 2021Q3 20239
AMAT APPLIED MATLS INC510.04%0.12%0.20%Q1 2018Q3 20239
ETN EATON CORP PLC990.07%0.10%0.12%Q3 2021Q3 20239
C CITIGROUP INC630.04%0.10%0.23%Q1 2018Q3 20239
FNDA SCHWAB STRATEGIC TR990.07%0.10%0.15%Q3 2021Q3 20239
TFI SPDR SER TR720.04%0.09%0.25%Q4 2018Q3 20239
IWF ISHARES TR990.05%0.08%0.16%Q3 2021Q3 20239
PRF INVESCO EXCHANGE TRADE...990.05%0.07%0.11%Q3 2021Q3 20239
CFG CITIZENS FINL GROUP INC990.04%0.07%0.09%Q3 2021Q3 20239
FHN FIRST HORIZON CORPORATION990.02%0.06%0.09%Q3 2021Q3 20239
VGT VANGUARD WORLD FDS990.04%0.06%0.08%Q3 2021Q3 20239
GENERAL ELECTRIC CO990.01%0.02%0.04%Q3 2021Q3 20239
RIO RIO TINTO PLC990.01%0.01%0.01%Q3 2021Q3 20239
HAS HASBRO INC990.01%0.01%0.01%Q3 2021Q3 20239
STLD STEEL DYNAMICS INC990.00%0.01%0.02%Q3 2021Q3 20239
IAG IAMGOLD CORP990.00%0.01%0.01%Q3 2021Q3 20239
NVAX NOVAVAX INC990.00%0.01%0.01%Q3 2021Q3 20239
WD WALKER & DUNLOP INC990.00%0.00%0.01%Q3 2021Q3 20239
AMZN AMAZON COM INC990.00%0.00%0.01%Q1 2019Q1 20219
JNK SPDR SERIES TRUST880.15%0.87%1.82%Q1 2017Q4 20188
WTR AQUA AMERICA INC880.78%0.86%0.97%Q1 2018Q4 20198
JPHY JP MORGAN EXCHANGE TRA...880.20%0.56%0.69%Q2 2018Q1 20208
EMTL SSGA ACTIVE TR880.42%0.52%0.58%Q2 2018Q1 20208
EWJ ISHARES INC610.15%0.48%1.39%Q1 2018Q3 20218
FVD FIRST TR VALUE LINE DI...880.16%0.39%0.64%Q4 2021Q3 20238
SCHZ SCHWAB STRATEGIC TR880.15%0.34%0.47%Q3 2018Q2 20208
WIP SPDR SER TR880.22%0.32%0.44%Q4 2018Q3 20208
SPIB SPDR SERIES TRUST880.17%0.32%0.66%Q1 2017Q4 20188
UTX UNITED TECHNOLOGIES CORP880.18%0.28%0.33%Q1 2017Q4 20188
RLY SSGA ACTIVE ETF TR880.12%0.21%0.28%Q4 2018Q3 20208
FTSL FIRST TR EXCHANGE-TRAD...880.05%0.17%0.27%Q4 2021Q3 20238
VNQI VANGUARD INTL EQUITY I...530.04%0.16%0.29%Q1 2017Q4 20218
EXPE EXPEDIA GROUP INC530.08%0.16%0.25%Q2 2021Q3 20238
JPIB JP MORGAN EXCHANGE TRA...620.10%0.14%0.16%Q4 2018Q4 20208
ADI ANALOG DEVICES INC620.09%0.13%0.20%Q3 2018Q3 20238
OMC OMNICOM GROUP INC710.06%0.12%0.15%Q2 2018Q3 20238
UCO PROSHARES TR II880.04%0.12%0.16%Q4 2020Q3 20228
BLK BLACKROCK INC620.05%0.11%0.20%Q3 2017Q3 20238
AVGO BROADCOM INC880.06%0.10%0.16%Q4 2021Q3 20238
FTCS FIRST TR EXCHANGE-TRAD...880.04%0.10%0.18%Q4 2021Q3 20238
DFAC DIMENSIONAL ETF TRUST880.07%0.10%0.15%Q2 2021Q1 20238
KEY KEYCORP880.06%0.09%0.12%Q2 2021Q1 20238
ODFL OLD DOMINION FREIGHT L...880.06%0.07%0.09%Q3 2021Q2 20238
ETR ENTERGY CORP NEW880.05%0.07%0.09%Q4 2021Q3 20238
SEACOR HOLDINGS INC880.05%0.06%0.07%Q3 2018Q2 20208
SON SONOCO PRODS CO880.04%0.05%0.07%Q4 2021Q3 20238
FIVG ETF SER SOLUTIONS530.03%0.05%0.07%Q2 2021Q3 20238
IWX ISHARES TR440.03%0.04%0.06%Q2 2021Q3 20238
TWO HBRS INVT CORP510.02%0.03%0.03%Q3 2018Q1 20218
BIL SPDR SER TR770.13%0.68%2.07%Q1 2022Q3 20237
AMLP ALPS ETF TR770.31%0.46%0.56%Q1 2022Q3 20237
GE GENERAL ELECTRIC CO770.08%0.45%0.89%Q1 2017Q3 20187
LNG CHENIERE ENERGY INC770.14%0.34%0.44%Q1 2022Q3 20237
EMLC VANECK VECTORS ETF TR770.19%0.32%0.45%Q1 2017Q3 20187
HDV ISHARES TR770.11%0.31%0.66%Q1 2022Q3 20237
SNLN HIGHLAND FDS I770.16%0.29%0.42%Q1 2017Q3 20187
JEPI J P MORGAN EXCHANGE-TR...770.05%0.26%0.41%Q1 2022Q3 20237
OEF ISHARES TR770.10%0.24%1.00%Q1 2022Q3 20237
IBN ICICI BANK LIMITED770.09%0.22%0.26%Q1 2022Q3 20237
SCHW SCHWAB CHARLES CORP770.05%0.19%0.26%Q1 2022Q3 20237
CVS CVS HEALTH CORP770.11%0.18%0.31%Q1 2022Q3 20237
KMX CARMAX INC770.09%0.17%0.24%Q1 2022Q3 20237
WISDOMTREE TR770.08%0.16%0.30%Q1 2022Q3 20237
PID INVESCO EXCHANGE TRADE...770.10%0.15%0.23%Q1 2022Q3 20237
EOG EOG RES INC770.13%0.15%0.16%Q1 2022Q3 20237
VGK VANGUARD INTL EQUITY I...520.03%0.15%0.20%Q2 2017Q2 20237
BX BLACKSTONE INC770.08%0.14%0.20%Q2 2021Q4 20227
WORLD GOLD TR770.09%0.14%0.23%Q1 2022Q3 20237
AEG AEGON N V770.12%0.14%0.17%Q1 2017Q3 20187
ESGU ISHARES TR770.06%0.13%0.21%Q2 2021Q4 20227
CION INVT CORP610.08%0.13%0.16%Q4 2021Q3 20237
MAA MID-AMER APT CMNTYS INC520.04%0.13%0.21%Q3 2017Q2 20227
IQV IQVIA HLDGS INC770.09%0.13%0.14%Q1 2022Q3 20237
TGT TARGET CORP610.05%0.12%0.27%Q1 2017Q3 20227
IBM INTERNATIONAL BUSINESS...770.10%0.12%0.13%Q1 2022Q3 20237
ANTM ELEVANCE HEALTH INC770.07%0.11%0.17%Q1 2022Q3 20237
VLO VALERO ENERGY CORP NEW320.05%0.11%0.16%Q2 2018Q3 20237
VSS VANGUARD INTL EQUITY I...430.05%0.11%0.17%Q3 2021Q3 20237
FIS FIDELITY NATL INFORMAT...770.06%0.11%0.13%Q1 2022Q3 20237
GPC GENUINE PARTS CO770.07%0.10%0.14%Q1 2022Q3 20237
TSM TAIWAN SEMICONDUCTOR M...770.08%0.10%0.12%Q1 2022Q3 20237
PHILLIPS EDISON & CO INC770.07%0.09%0.11%Q1 2022Q3 20237
USIG ISHARES TR770.06%0.09%0.13%Q1 2022Q3 20237
MDT MEDTRONIC PLC770.06%0.09%0.10%Q1 2022Q3 20237
BXMX NUVEEN S&P 500 BUY-WRI...520.04%0.08%0.12%Q2 2019Q3 20217
SRE SEMPRA770.07%0.08%0.10%Q1 2022Q3 20237
RTX RTX CORPORATION770.05%0.08%0.10%Q1 2022Q3 20237
EMLC VANECK VECTORS ETF TR610.04%0.07%0.20%Q4 2018Q3 20237
PWR QUANTA SVCS INC770.04%0.07%0.10%Q1 2022Q3 20237
PFG PRINCIPAL FINANCIAL GR...770.05%0.07%0.08%Q1 2022Q3 20237
TJX TJX COS INC NEW770.05%0.07%0.07%Q1 2022Q3 20237
CB CHUBB LIMITED770.05%0.07%0.10%Q1 2022Q3 20237
GM GENERAL MTRS CO410.04%0.07%0.15%Q2 2018Q3 20237
EWU ISHARES TR770.04%0.06%0.10%Q1 2022Q3 20237
IEI ISHARES TR770.05%0.06%0.07%Q1 2022Q3 20237
ESGV VANGUARD WORLD FD770.04%0.06%0.08%Q1 2022Q3 20237
LYB LYONDELLBASELL INDUSTR...770.04%0.05%0.06%Q1 2022Q3 20237
AFL AFLAC INC770.04%0.05%0.06%Q1 2022Q3 20237
MMC MARSH & MCLENNAN COS INC770.04%0.05%0.06%Q1 2022Q3 20237
HIX WESTERN ASSET HIGH INC...520.02%0.04%0.05%Q2 2019Q3 20217
LYG LLOYDS BANKING GROUP PLC770.01%0.03%0.04%Q1 2022Q3 20237
ADBE ADOBE SYSTEMS INCORPOR...770.00%0.01%0.03%Q1 2019Q3 20207
BLACKSTONE MTG TR INC770.01%0.01%0.02%Q2 2021Q4 20227
PKE PARK ELECTROCHEMICAL CORP661.65%2.04%2.33%Q1 2018Q2 20196
QEFA SPDR INDEX SHS FDS660.33%0.56%1.02%Q4 2018Q1 20206
VGSH VANGUARD SCOTTSDALE FDS210.05%0.52%2.64%Q4 2018Q2 20236
XNTK SPDR SERIES TRUST660.24%0.41%0.60%Q2 2017Q3 20186
BG BUNGE LIMITED660.22%0.38%0.60%Q1 2022Q2 20236
XLI SELECT SECTOR SPDR TR660.16%0.33%0.42%Q2 2017Q3 20186
FIRSTCASH HOLDINGS INC660.16%0.27%0.34%Q1 2022Q2 20236
AGNC AGNC INVT CORP330.02%0.24%0.54%Q1 2022Q3 20236
ESRX EXPRESS SCRIPTS HLDG CO660.16%0.20%0.23%Q2 2017Q3 20186
JMST J P MORGAN EXCHANGE-TR...410.04%0.15%0.25%Q2 2020Q3 20226
BUD ANHEUSER BUSCH INBEV S...660.11%0.14%0.16%Q2 2022Q3 20236
TRU TRANSUNION660.08%0.13%0.15%Q2 2021Q3 20226
IVE ISHARES TR420.09%0.12%0.16%Q2 2018Q3 20236
EMLP FIRST TR EXCHANGE-TRAD...660.06%0.12%0.15%Q2 2022Q3 20236
VEU VANGUARD INTL EQUITY I...310.06%0.11%0.20%Q1 2020Q3 20236
EEMA ISHARES INC420.09%0.11%0.14%Q3 2019Q1 20226
APD AIR PRODS & CHEMS INC660.05%0.11%0.15%Q2 2022Q3 20236
HUM HUMANA INC420.05%0.11%0.22%Q1 2022Q3 20236
SHW SHERWIN WILLIAMS CO510.04%0.10%0.14%Q2 2021Q4 20226
CI THE CIGNA GROUP660.08%0.08%0.12%Q2 2022Q3 20236
EIX EDISON INTL660.06%0.08%0.09%Q2 2022Q3 20236
FISV FISERV INC660.06%0.07%0.08%Q2 2022Q3 20236
BBJP J P MORGAN EXCHANGE TR...660.05%0.07%0.10%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.06%0.07%0.08%Q2 2022Q3 20236
DVN DEVON ENERGY CORP NEW660.04%0.07%0.11%Q1 2022Q2 20236
INGR INGREDION INC660.06%0.07%0.08%Q2 2022Q3 20236
EWG ISHARES INC510.04%0.07%0.14%Q2 2020Q2 20236
FHLC FIDELITY COVINGTON TRUST210.03%0.07%0.21%Q1 2020Q3 20236
USHY ISHARES TR660.06%0.06%0.07%Q2 2022Q3 20236
IYK ISHARES TR660.05%0.06%0.08%Q2 2022Q3 20236
CRL CHARLES RIV LABS INTL INC510.03%0.06%0.08%Q2 2021Q2 20236
IXN ISHARES TR420.03%0.06%0.08%Q2 2021Q3 20236
MOAT VANECK ETF TRUST660.06%0.06%0.06%Q2 2022Q3 20236
VFH VANGUARD WORLD FDS660.05%0.06%0.06%Q2 2022Q3 20236
MCHI ISHARES TR660.04%0.05%0.07%Q2 2022Q3 20236
FLOT ISHARES TR330.04%0.05%0.07%Q1 2022Q3 20236
SRC SPIRIT RLTY CAP INC NEW660.04%0.05%0.06%Q2 2022Q3 20236
FANG DIAMONDBACK ENERGY INC660.04%0.04%0.05%Q2 2022Q3 20236
CDNS CADENCE DESIGN SYSTEM INC330.04%0.04%0.05%Q1 2022Q3 20236
WH WYNDHAM HOTELS & RESOR...660.04%0.04%0.05%Q2 2022Q3 20236
SLYV SPDR SER TR660.03%0.04%0.04%Q2 2022Q3 20236
DSI ISHARES TR660.04%0.04%0.05%Q2 2022Q3 20236
WARNER BROS DISCOVERY INC660.02%0.03%0.04%Q2 2022Q3 20236
GT GOODYEAR TIRE & RUBR CO660.02%0.02%0.03%Q2 2022Q3 20236
SOFI SOFI TECHNOLOGIES INC660.01%0.01%0.01%Q2 2022Q3 20236
ARKK ARK ETF TR410.04%1.38%2.14%Q1 2021Q3 20235
FCVT FIRST TR EXCHANGE-TRAD...550.05%1.24%1.66%Q4 2021Q4 20225
EZM WISDOMTREE TR550.52%1.24%1.54%Q4 2018Q4 20195
DJP BARCLAYS BK PLC550.66%1.01%1.26%Q1 2017Q1 20185
AVUV AMERICAN CENTY ETF TR550.81%0.94%0.99%Q3 2022Q3 20235
SHV ISHARES TR320.22%0.82%1.48%Q1 2020Q3 20225
EES WISDOMTREE TR550.33%0.81%1.01%Q4 2018Q4 20195
CLX CLOROX CO DEL550.14%0.68%0.96%Q1 2020Q1 20215
BKLN POWERSHARES ETF TRUST II550.42%0.63%0.90%Q1 2017Q1 20185
REM ISHARES TR550.07%0.43%0.55%Q3 2022Q3 20235
VTR VENTAS INC550.18%0.41%0.57%Q1 2017Q1 20185
PZA POWERSHARES ETF TR II550.33%0.40%0.52%Q1 2017Q1 20185
RJI SWEDISH EXPT CR CORP550.27%0.34%0.48%Q1 2017Q1 20185
MLPI UBS AG JERSEY BRH550.20%0.30%0.49%Q1 2017Q1 20185
PCY POWERSHARES ETF TR II550.25%0.28%0.33%Q1 2017Q1 20185
TLT ISHARES TR550.12%0.23%0.42%Q3 2022Q3 20235
QEMM SPDR INDEX SHS FDS550.14%0.22%0.38%Q4 2018Q4 20195
RWO SPDR INDEX SHS FDS550.15%0.17%0.21%Q4 2018Q4 20195
SDY SPDR SER TR210.06%0.15%0.41%Q4 2019Q4 20225
CTXS CITRIX SYS INC550.07%0.14%0.22%Q2 2020Q2 20215
HYMB SPDR SERIES TRUST550.13%0.14%0.16%Q4 2018Q4 20195
NEP NEXTERA ENERGY PARTNER...550.05%0.12%0.24%Q3 2022Q3 20235
CCJ CAMECO CORP410.09%0.12%0.13%Q2 2017Q4 20185
AON AON PLC550.04%0.10%0.16%Q2 2021Q2 20225
EXPD EXPEDITORS INTL WASH INC550.07%0.10%0.13%Q1 2022Q1 20235
SGOV ISHARES TR550.06%0.10%0.14%Q3 2022Q3 20235
PAYX PAYCHEX INC410.05%0.10%0.16%Q4 2017Q1 20225
EPAM EPAM SYS INC550.07%0.10%0.12%Q1 2022Q1 20235
CTVA CORTEVA INC550.05%0.10%0.15%Q3 2022Q3 20235
SPTS SPDR SER TR550.07%0.09%0.11%Q3 2022Q3 20235
IWD ISHARES TR550.05%0.08%0.11%Q3 2022Q3 20235
EUSB ISHARES TR550.04%0.06%0.10%Q3 2021Q3 20225
J P MORGAN EXCHANGE TR...550.04%0.06%0.09%Q2 2022Q2 20235
FNDE SCHWAB STRATEGIC TR550.05%0.06%0.06%Q2 2022Q2 20235
VRTX VERTEX PHARMACEUTICALS...550.04%0.06%0.07%Q3 2022Q3 20235
IPG INTERPUBLIC GROUP COS INC320.04%0.05%0.06%Q1 2022Q2 20235
IWS ISHARES TR320.04%0.05%0.06%Q1 2022Q3 20235
BLDR BUILDERS FIRSTSOURCE INC310.04%0.04%0.06%Q1 2022Q3 20235
JMUB J P MORGAN EXCHANGE TR...550.04%0.04%0.05%Q3 2022Q3 20235
PBJ INVESCO EXCHANGE TRADE...550.04%0.04%0.05%Q1 2022Q1 20235
VDC VANGUARD WORLD FDS550.04%0.04%0.04%Q2 2022Q2 20235
TWTR TWITTER INC550.00%0.01%0.01%Q3 2021Q3 20225
QTEC FIRST TR NASDAQ 100 TE...440.46%0.50%0.54%Q4 2022Q3 20234
WELL WELLTOWER INC440.38%0.48%0.58%Q1 2017Q4 20174
ANNALY CAPITAL MANAGEM...440.25%0.42%0.50%Q4 2022Q3 20234
O REALTY INCOME CORP440.30%0.36%0.47%Q1 2017Q4 20174
TDSC EXCHANGE LISTED FDS TR440.25%0.35%0.57%Q4 2022Q3 20234
SCHD SCHWAB STRATEGIC TR440.04%0.31%0.50%Q4 2022Q3 20234
JNK SPDR SER TR440.04%0.29%0.41%Q4 2022Q3 20234
AMN AMN HEALTHCARE SVCS INC440.25%0.29%0.33%Q3 2022Q2 20234
ICE INTERCONTINENTAL EXCHA...440.20%0.25%0.29%Q1 2022Q4 20224
VET VERMILION ENERGY INC440.13%0.25%0.37%Q1 2022Q4 20224
PCLN PRICELINE GRP INC440.18%0.23%0.28%Q1 2017Q4 20174
IFGL ISHARES TR310.12%0.20%0.27%Q4 2018Q4 20194
LDUR PIMCO ETF TR440.09%0.19%0.29%Q1 2020Q4 20204
DGRO ISHARES TR440.06%0.18%0.53%Q4 2022Q3 20234
ALLY ALLY FINL INC440.16%0.18%0.21%Q2 2021Q1 20224
MB MINDBODY INC440.16%0.18%0.20%Q1 2018Q4 20184
ARKQ ARK ETF TR440.15%0.18%0.22%Q1 2021Q4 20214
IBND SPDR SER TR440.16%0.17%0.19%Q2 2019Q1 20204
KOMP SPDR SER TR310.05%0.12%0.14%Q3 2020Q4 20214
GNW GENWORTH FINL INC440.09%0.12%0.13%Q1 2018Q4 20184
ROKU ROKU INC440.06%0.11%0.13%Q4 2020Q3 20214
PKW INVESCO EXCHANGE TRADE...210.06%0.10%0.19%Q2 2021Q3 20234
FIRST TR EXCHANGE-TRAD...440.05%0.10%0.14%Q4 2022Q3 20234
VICI VICI PPTYS INC440.09%0.10%0.11%Q4 2022Q3 20234
ARKG ARK ETF TR440.05%0.09%0.15%Q1 2021Q4 20214
AAXJ ISHARES TR440.08%0.09%0.10%Q2 2021Q1 20224
CWB SPDR SER TR220.05%0.09%0.18%Q3 2022Q3 20234
ON ON SEMICONDUCTOR CORP440.07%0.08%0.10%Q4 2022Q3 20234
PBW INVESCO EXCHANGE TRADE...440.05%0.08%0.11%Q1 2021Q4 20214
DLTR DOLLAR TREE INC440.04%0.06%0.07%Q2 2022Q1 20234
TFC TRUIST FINL CORP440.05%0.06%0.08%Q4 2022Q3 20234
IJT ISHARES TR440.05%0.06%0.06%Q4 2021Q3 20224
PGR PROGRESSIVE CORP440.05%0.05%0.05%Q4 2022Q3 20234
CRM SALESFORCE INC310.05%0.05%0.05%Q4 2021Q3 20234
HYEM VANECK ETF TRUST440.04%0.05%0.06%Q4 2021Q3 20224
ACI ALBERTSONS COS INC310.04%0.04%0.04%Q3 2022Q3 20234
PPH VANECK ETF TRUST440.04%0.04%0.05%Q4 2022Q3 20234
BLV VANGUARD BD INDEX FDS440.03%0.04%0.04%Q3 2022Q2 20234
MACQUARIE INFRASTRUCTU...440.02%0.02%0.02%Q3 2018Q2 20194
GGN GAMCO GLOBAL GOLD NAT ...440.01%0.01%0.01%Q4 2022Q3 20234
KRE SPDR SERIES TRUST330.18%0.29%0.42%Q2 2017Q4 20173
IBB ISHARES TR330.23%0.28%0.31%Q1 2023Q3 20233
FALN ISHARES TR210.15%0.23%0.28%Q4 2018Q1 20203
ZM ZOOM VIDEO COMMUNICATI...330.16%0.22%0.25%Q1 2023Q3 20233
IQDF FLEXSHARES TR330.20%0.21%0.23%Q2 2017Q4 20173
HON HONEYWELL INTL INC330.19%0.20%0.21%Q2 2017Q4 20173
HACK ETF MANAGERS TR210.16%0.19%0.22%Q3 2018Q2 20193
AGN ALLERGAN PLC330.17%0.18%0.20%Q1 2018Q3 20183
GWPH GW PHARMACEUTICALS PLC210.16%0.16%0.18%Q3 2018Q2 20193
CF CF INDS HLDGS INC330.11%0.16%0.23%Q1 2023Q3 20233
DBEU DBX ETF TR330.12%0.15%0.18%Q1 2021Q3 20213
CTSH COGNIZANT TECHNOLOGY S...210.04%0.14%0.22%Q1 2022Q3 20233
PGX POWERSHARES ETF TR II330.12%0.14%0.16%Q2 2017Q4 20173
CAPITAL GRP FIXED INCM...330.04%0.13%0.18%Q1 2023Q3 20233
LINDE PLC330.12%0.13%0.14%Q1 2023Q3 20233
DRW WISDOMTREE TR330.09%0.10%0.11%Q3 2020Q1 20213
SYF SYNCHRONY FINANCIAL330.09%0.10%0.11%Q2 2021Q4 20213
PYPL PAYPAL HLDGS INC330.06%0.10%0.12%Q2 2021Q4 20213
SDVY FIRST TR EXCHANGE-TRAD...330.05%0.09%0.14%Q1 2023Q3 20233
INDA ISHARES TR330.08%0.08%0.09%Q2 2021Q4 20213
PH PARKER-HANNIFIN CORP330.06%0.08%0.10%Q1 2023Q3 20233
VEEV VEEVA SYS INC210.03%0.08%0.17%Q2 2020Q3 20233
IOO ISHARES TR210.05%0.07%0.11%Q2 2022Q3 20233
SJNK SPDR SER TR210.07%0.07%0.08%Q4 2022Q3 20233
QQQM INVESCO EXCH TRADED FD...330.07%0.07%0.08%Q1 2023Q3 20233
SPTL SPDR SER TR330.06%0.07%0.08%Q1 2022Q3 20223
ITB ISHARES TR330.06%0.06%0.06%Q4 2022Q2 20233
ICSH ISHARES TR330.03%0.06%0.07%Q1 2023Q3 20233
BR BROADRIDGE FINL SOLUTI...330.05%0.05%0.06%Q1 2023Q3 20233
NUBD NUSHARES ETF TR330.04%0.05%0.05%Q4 2022Q2 20233
DXCM DEXCOM INC210.03%0.05%0.06%Q3 2021Q2 20233
TSN TYSON FOODS INC330.04%0.05%0.05%Q4 2021Q2 20223
COF CAPITAL ONE FINL CORP330.04%0.05%0.05%Q1 2022Q3 20223
AIG AMERICAN INTL GROUP INC330.04%0.04%0.05%Q2 2022Q4 20223
XLY SELECT SECTOR SPDR TR110.03%0.04%0.05%Q4 2021Q3 20233
VOX VANGUARD WORLD FDS330.04%0.04%0.05%Q1 2023Q3 20233
LISTED FD TR330.04%0.04%0.04%Q3 2022Q1 20233
MDLZ MONDELEZ INTL INC330.04%0.04%0.04%Q1 2023Q3 20233
FE FIRSTENERGY CORP330.04%0.04%0.04%Q1 2023Q3 20233
RYT INVESCO EXCHANGE TRADE...330.04%0.04%0.04%Q1 2023Q3 20233
KEYS KEYSIGHT TECHNOLOGIES INC210.03%0.04%0.04%Q3 2022Q3 20233
BGS B & G FOODS INC NEW330.02%0.03%0.04%Q1 2023Q3 20233
ASX ASE TECHNOLOGY HLDG CO...330.01%0.01%0.02%Q1 2022Q3 20223
TWO HBRS INVT CORP330.01%0.01%0.01%Q2 2021Q4 20213
AGGY WISDOMTREE TR220.20%0.49%0.77%Q4 2018Q1 20192
TDTF FLEXSHARES TR220.42%0.48%0.54%Q2 2018Q3 20182
DDOG DATADOG INC220.26%0.28%0.31%Q2 2023Q3 20232
PRF POWERSHARES ETF TRUST220.27%0.27%0.27%Q1 2017Q2 20172
RNP COHEN & STEERS REIT & ...220.24%0.26%0.29%Q2 2017Q3 20172
TWX TIME WARNER INC220.24%0.26%0.28%Q1 2017Q2 20172
EURL DIREXION SHS ETF TR220.24%0.25%0.26%Q3 2017Q4 20172
PSA PUBLIC STORAGE220.23%0.24%0.26%Q2 2023Q3 20232
COMT ISHARES US ETF TR110.06%0.24%0.43%Q1 2019Q4 20222
FBND FIDELITY220.21%0.24%0.27%Q2 2018Q3 20182
MTB M & T BK CORP220.22%0.22%0.22%Q1 2022Q2 20222
DELL DELL TECHNOLOGIES INC220.17%0.22%0.26%Q2 2023Q3 20232
CEMB ISHARES INC220.21%0.21%0.21%Q4 2018Q1 20192
XEL XCEL ENERGY INC220.21%0.21%0.21%Q3 2017Q4 20172
SPY SPDR S&P 500 ETF TR220.18%0.21%0.23%Q2 2022Q3 20222
BBT BB&T CORP220.20%0.20%0.20%Q4 2017Q1 20182
NFE NEW FORTRESS ENERGY INC220.15%0.20%0.25%Q2 2023Q3 20232
GOLD BARRICK GOLD CORP220.19%0.20%0.20%Q1 2022Q2 20222
SE SEA LTD220.18%0.20%0.21%Q1 2023Q2 20232
PPL PPL CORP220.17%0.19%0.21%Q3 2017Q4 20172
CAPITAL GROUP CORE EQU...220.14%0.19%0.24%Q2 2023Q3 20232
AY ATLANTICA SUSTAINABLE ...220.15%0.18%0.21%Q1 2022Q2 20222
DGS WISDOMTREE TR220.17%0.18%0.18%Q4 2018Q1 20192
CMA COMERICA INC220.16%0.17%0.19%Q1 2022Q2 20222
DAR DARLING INGREDIENTS INC220.17%0.17%0.18%Q4 2022Q1 20232
EXCHANGE LISTED FDS TR220.16%0.17%0.18%Q4 2022Q1 20232
CWI SPDR INDEX SHS FDS220.14%0.17%0.19%Q4 2019Q1 20202
TRV TRAVELERS COMPANIES INC220.13%0.16%0.19%Q2 2023Q3 20232
ISD PGIM HIGH YIELD BOND F...220.12%0.13%0.14%Q1 2022Q2 20222
ESGE ISHARES INC110.07%0.12%0.17%Q1 2020Q2 20212
IJS ISHARES TR220.06%0.12%0.17%Q2 2021Q3 20212
KRBN KRANESHARES TR220.08%0.11%0.14%Q1 2022Q2 20222
MDYV SPDR SER TR110.06%0.10%0.15%Q2 2021Q4 20222
NUAG NUSHARES ETF TR220.08%0.10%0.12%Q1 2022Q2 20222
CAPITAL GROUP GROWTH ETF220.07%0.10%0.13%Q2 2023Q3 20232
BONDBLOXX ETF TRUST220.10%0.10%0.10%Q2 2023Q3 20232
DIVB ISHARES TR220.09%0.09%0.09%Q2 2023Q3 20232
CAPITAL GROUP DIVIDEND...220.06%0.09%0.12%Q2 2023Q3 20232
GBF ISHARES TR110.05%0.09%0.12%Q1 2022Q3 20232
USDU WISDOMTREE TR110.05%0.08%0.12%Q1 2022Q3 20222
XHB SPDR SER TR220.06%0.08%0.11%Q4 2021Q1 20222
EXCHANGE LISTED FDS TR220.08%0.08%0.08%Q2 2023Q3 20232
FLTR VANECK ETF TRUST220.08%0.08%0.08%Q1 2023Q2 20232
CAPITAL GROUP INTL FOC...220.05%0.08%0.11%Q2 2023Q3 20232
IWY ISHARES TR220.07%0.08%0.08%Q1 2023Q2 20232
LHX L3HARRIS TECHNOLOGIES INC220.07%0.08%0.08%Q2 2021Q3 20212
FNF FIDELITY NATIONAL FINA...220.07%0.07%0.08%Q3 2021Q4 20212
COG COTERRA ENERGY INC220.07%0.07%0.08%Q2 2022Q3 20222
VONE VANGUARD SCOTTSDALE FDS220.07%0.07%0.07%Q2 2023Q3 20232
DOCU DOCUSIGN INC220.06%0.07%0.07%Q2 2021Q3 20212
IAI ISHARES TR220.05%0.06%0.07%Q4 2022Q1 20232
BOTZ GLOBAL X FDS220.06%0.06%0.06%Q2 2023Q3 20232
AJG GALLAGHER ARTHUR J & CO220.05%0.05%0.06%Q3 2021Q4 20212
EZU ISHARES INC220.05%0.05%0.06%Q1 2023Q2 20232
AGZ ISHARES TR110.05%0.05%0.05%Q1 2023Q3 20232
SPHY SPDR SER TR220.05%0.05%0.05%Q2 2023Q3 20232
GVI ISHARES TR220.05%0.05%0.05%Q2 2023Q3 20232
FLJH FRANKLIN TEMPLETON ETF TR220.04%0.04%0.05%Q2 2023Q3 20232
SPEU SPDR INDEX SHS FDS220.04%0.04%0.04%Q1 2023Q2 20232
ZBRA ZEBRA TECHNOLOGIES COR...220.04%0.04%0.04%Q1 2023Q2 20232
NVO NOVO-NORDISK A S220.03%0.04%0.05%Q2 2023Q3 20232
WM WASTE MGMT INC DEL110.04%0.04%0.04%Q3 2022Q2 20232
SNA SNAP ON INC220.04%0.04%0.04%Q2 2023Q3 20232
SPFI SOUTH PLAINS FINANCIAL...220.04%0.04%0.04%Q1 2023Q2 20232
PROSPECT CAPITAL CORPO...220.03%0.04%0.04%Q3 2018Q4 20182
NVT NVENT ELECTRIC PLC220.03%0.03%0.04%Q2 2023Q3 20232
HCI GROUP INC220.03%0.03%0.03%Q3 2018Q4 20182
CANADIAN SOLAR INC220.02%0.02%0.02%Q3 2018Q4 20182
SPPI SPECTRUM PHARMACEUTICA...220.01%0.02%0.02%Q2 2021Q3 20212
PDBC POWERSHARES ACT MANG C...110.77%0.77%0.77%Q1 2018Q1 20181
NEAR ISHARES US ETF TR110.66%0.66%0.66%Q1 2018Q1 20181
MGC VANGUARD WORLD FD110.37%0.37%0.37%Q1 2020Q1 20201
TDSB EXCHANGE LISTED FDS TR110.35%0.35%0.35%Q3 2023Q3 20231
PRDO PERDOCEO ED CORP110.24%0.24%0.24%Q4 2022Q4 20221
FCX FREEPORT-MCMORAN INC110.22%0.22%0.22%Q3 2023Q3 20231
UNP UNION PACIFIC CORP110.22%0.22%0.22%Q3 2019Q3 20191
INCY INCYTE CORP110.20%0.20%0.20%Q3 2023Q3 20231
ACWI ISHARES TR110.19%0.19%0.19%Q4 2017Q4 20171
SPYV SPDR SER TR110.19%0.19%0.19%Q4 2022Q4 20221
AMBA AMBARELLA INC110.18%0.18%0.18%Q4 2017Q4 20171
LPT LIBERTY PPTY TR110.18%0.18%0.18%Q4 2017Q4 20171
PHM PULTE GROUP INC110.18%0.18%0.18%Q4 2017Q4 20171
VGR VECTOR GROUP LTD110.17%0.17%0.17%Q4 2017Q4 20171
PAUG INNOVATOR ETFS TR110.17%0.17%0.17%Q3 2023Q3 20231
STI SUNTRUST BKS INC110.16%0.16%0.16%Q4 2017Q4 20171
SRCL STERICYCLE INC110.16%0.16%0.16%Q2 2018Q2 20181
SIMPLIFY EXCHANGE TRAD...110.16%0.16%0.16%Q3 2023Q3 20231
HTA HEALTHCARE TR AMER INC110.15%0.15%0.15%Q4 2017Q4 20171
ETY EATON VANCE TX MGD DIV...110.14%0.14%0.14%Q2 2019Q2 20191
PATH UIPATH INC110.13%0.13%0.13%Q2 2023Q2 20231
BBJP JP MORGAN EXCHANGE TRA...110.13%0.13%0.13%Q4 2019Q4 20191
AR ANTERO RESOURCES CORP110.12%0.12%0.12%Q2 2022Q2 20221
NOW SERVICENOW INC110.12%0.12%0.12%Q2 2022Q2 20221
AWF ALLIANCEBERNSTEIN GBL ...110.11%0.11%0.11%Q2 2019Q2 20191
IHF ISHARES TR110.10%0.10%0.10%Q1 2022Q1 20221
URI UNITED RENTALS INC110.10%0.10%0.10%Q1 2022Q1 20221
BMY BRISTOL-MYERS SQUIBB CO110.08%0.08%0.08%Q2 2021Q2 20211
ZEN ZENDESK INC110.08%0.08%0.08%Q1 2021Q1 20211
GSK PLC110.08%0.08%0.08%Q3 2023Q3 20231
CHKP CHECK POINT SOFTWARE T...110.08%0.08%0.08%Q3 2023Q3 20231
SPG SIMON PPTY GROUP INC NEW110.07%0.07%0.07%Q1 2022Q1 20221
SQ SQUARE INC110.07%0.07%0.07%Q3 2021Q3 20211
PJAN INNOVATOR ETFS TR110.07%0.07%0.07%Q3 2023Q3 20231
IXJ ISHARES TR110.07%0.07%0.07%Q4 2022Q4 20221
FTSD FRANKLIN ETF TR110.07%0.07%0.07%Q4 2021Q4 20211
DIMENSIONAL ETF TRUST110.07%0.07%0.07%Q3 2023Q3 20231
IDV ISHARES TR110.07%0.07%0.07%Q2 2021Q2 20211
PGX INVESCO EXCH TRADED FD...110.07%0.07%0.07%Q2 2021Q2 20211
HYS PIMCO ETF TR110.06%0.06%0.06%Q4 2022Q4 20221
NET POWER INC110.06%0.06%0.06%Q3 2023Q3 20231
IYJ ISHARES TR110.06%0.06%0.06%Q4 2022Q4 20221
IDA IDACORP INC110.06%0.06%0.06%Q3 2023Q3 20231
MP MP MATERIALS CORP110.06%0.06%0.06%Q1 2022Q1 20221
NANR SPDR INDEX SHS FDS110.06%0.06%0.06%Q2 2022Q2 20221
TDTT FLEXSHARES TR110.06%0.06%0.06%Q4 2022Q4 20221
PAPR INNOVATOR ETFS TR110.06%0.06%0.06%Q3 2023Q3 20231
BBH VANECK ETF TRUST110.06%0.06%0.06%Q3 2021Q3 20211
PSEP INNOVATOR ETFS TR110.05%0.05%0.05%Q3 2023Q3 20231
MARB FIRST TR EXCH TRADED F...110.05%0.05%0.05%Q1 2023Q1 20231
DBEF DBX ETF TR110.05%0.05%0.05%Q3 2023Q3 20231
GRID FIRST TR EXCHANGE TRAD...110.05%0.05%0.05%Q3 2023Q3 20231
FLTB FIDELITY MERRIMACK STR TR110.05%0.05%0.05%Q4 2022Q4 20221
VPL VANGUARD INTL EQUITY I...110.05%0.05%0.05%Q3 2022Q3 20221
KCE SPDR SER TR110.05%0.05%0.05%Q3 2023Q3 20231
AMAZON COM INC110.05%0.05%0.05%Q1 2022Q1 20221
UJAN INNOVATOR ETFS TR110.05%0.05%0.05%Q3 2023Q3 20231
PMAR INNOVATOR ETFS TR110.05%0.05%0.05%Q3 2023Q3 20231
RBLX ROBLOX CORP110.05%0.05%0.05%Q2 2022Q2 20221
PAVE GLOBAL X FDS110.05%0.05%0.05%Q4 2021Q4 20211
BEN FRANKLIN RESOURCES INC110.04%0.04%0.04%Q1 2022Q1 20221
NWL NEWELL BRANDS INC110.04%0.04%0.04%Q1 2022Q1 20221
UNM UNUM GROUP110.04%0.04%0.04%Q3 2023Q3 20231
GNL GLOBAL NET LEASE INC110.04%0.04%0.04%Q3 2023Q3 20231
IXC ISHARES TR110.04%0.04%0.04%Q2 2022Q2 20221
XLV SELECT SECTOR SPDR TR110.04%0.04%0.04%Q4 2022Q4 20221
COWZ PACER FDS TR110.04%0.04%0.04%Q3 2023Q3 20231
PEG PUBLIC SVC ENTERPRISE ...110.04%0.04%0.04%Q3 2023Q3 20231
ALLE ALLEGION PLC110.04%0.04%0.04%Q2 2023Q2 20231
XMMO INVESCO EXCHANGE TRADE...110.04%0.04%0.04%Q3 2023Q3 20231
FLJP FRANKLIN TEMPLETON ETF TR110.03%0.03%0.03%Q3 2023Q3 20231
EFA ISHARES TR110.03%0.03%0.03%Q3 2023Q3 20231
USL UNITED STS 12 MONTH OI...110.03%0.03%0.03%Q3 2023Q3 20231
AIM ETF PRODUCTS TRUST110.03%0.03%0.03%Q2 2023Q2 20231
UDEC INNOVATOR ETFS TR110.03%0.03%0.03%Q3 2023Q3 20231
SPHD INVESCO EXCH TRADED FD...110.03%0.03%0.03%Q3 2023Q3 20231
SRCI SRC ENERGY INC110.03%0.03%0.03%Q4 2019Q4 20191
NLY ANNALY CAPITAL MANAGEM...110.02%0.02%0.02%Q2 2022Q2 20221
IQI INVESCO QUALITY MUN IN...110.01%0.01%0.01%Q3 2023Q3 20231
VVR INVESCO SR INCOME TR110.01%0.01%0.01%Q3 2022Q3 20221
ARLO ARLO TECHNOLOGIES INC110.01%0.01%0.01%Q3 2022Q3 20221
DNN DENISON MINES CORP110.00%0.00%0.00%Q3 2023Q3 20231
URG UR-ENERGY INC110.00%0.00%0.00%Q3 2023Q3 20231
T2 BIOSYSTEMS INC110.00%0.00%0.00%Q3 2023Q3 20231
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The securities at the top of the list , including APPLE INC, VANGUARD INDEX FDS, and VANGUARD BD INDEX FDS, are the highest-conviction holdings of Continuum Advisory, LLC.

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

This page lists all the securities that Continuum Advisory, LLC owns currently or has owned in the past.