509 is the total number of securities Mayflower Financial Advisors, LLC has owned. The longest Mayflower Financial Advisors, LLC has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 12 | 12 | 6.41% | 7.57% | 8.73% | Q4 2020 | Q3 2023 | 12 |
MCD | MCDONALDS CORP COM | 12 | 12 | 4.30% | 4.70% | 5.31% | Q4 2020 | Q3 2023 | 12 |
DUK | DUKE ENERGY CORP NEW C... | 12 | 12 | 3.33% | 3.98% | 4.70% | Q4 2020 | Q3 2023 | 12 |
PG | PROCTER AND GAMBLE CO COM | 12 | 12 | 2.88% | 3.20% | 3.74% | Q4 2020 | Q3 2023 | 12 |
W | WAYFAIR INC CL A | 12 | 12 | 0.73% | 3.13% | 7.59% | Q4 2020 | Q3 2023 | 12 |
XOM | EXXON MOBIL CORP COM | 12 | 12 | 1.50% | 2.30% | 3.07% | Q4 2020 | Q3 2023 | 12 |
IJH | ISHARES TR | 12 | 12 | 1.62% | 2.30% | 2.70% | Q4 2020 | Q3 2023 | 12 |
UPS | UNITED PARCEL SERVICE ... | 12 | 12 | 2.00% | 2.25% | 2.47% | Q4 2020 | Q3 2023 | 12 |
BMY | BRISTOL-MYERS SQUIBB C... | 12 | 12 | 1.75% | 2.10% | 2.67% | Q4 2020 | Q3 2023 | 12 |
AAPL | APPLE INC COM | 12 | 12 | 1.70% | 2.10% | 2.51% | Q4 2020 | Q3 2023 | 12 |
ABBV | ABBVIE INC COM | 12 | 12 | 1.36% | 1.84% | 2.22% | Q4 2020 | Q3 2023 | 12 |
CVX | CHEVRON CORP NEW COM | 12 | 12 | 0.86% | 1.68% | 2.34% | Q4 2020 | Q3 2023 | 12 |
MSFT | MICROSOFT CORP COM | 12 | 12 | 1.39% | 1.64% | 2.08% | Q4 2020 | Q3 2023 | 12 |
BND | VANGUARD TOTAL BOND MA... | 12 | 12 | 1.22% | 1.53% | 2.01% | Q4 2020 | Q3 2023 | 12 |
USMV | ISHARES TR | 12 | 12 | 1.17% | 1.52% | 2.20% | Q4 2020 | Q3 2023 | 12 |
MUB | ISHARES TR | 12 | 12 | 1.24% | 1.51% | 1.92% | Q4 2020 | Q3 2023 | 12 |
NEE | NEXTERA ENERGY INC COM | 12 | 12 | 1.18% | 1.49% | 1.74% | Q4 2020 | Q3 2023 | 12 |
MO | ALTRIA GROUP INC COM | 12 | 12 | 1.29% | 1.45% | 1.63% | Q4 2020 | Q3 2023 | 12 |
INTC | INTEL CORP COM | 12 | 12 | 0.13% | 1.38% | 2.54% | Q4 2020 | Q3 2023 | 12 |
SPY | SPDR S&P 500 ETF TRUST | 12 | 12 | 1.23% | 1.34% | 1.48% | Q4 2020 | Q3 2023 | 12 |
IJR | ISHARES TR | 12 | 12 | 0.93% | 1.22% | 1.77% | Q4 2020 | Q3 2023 | 12 |
VZ | VERIZON COMMUNICATIONS... | 12 | 12 | 0.74% | 1.01% | 1.46% | Q4 2020 | Q3 2023 | 12 |
SO | SOUTHERN CO COM | 12 | 12 | 0.86% | 0.99% | 1.13% | Q4 2020 | Q3 2023 | 12 |
PEP | PEPSICO INC COM | 12 | 12 | 0.19% | 0.93% | 1.17% | Q4 2020 | Q3 2023 | 12 |
EGHT | 8X8 INC NEW COM | 12 | 12 | 0.14% | 0.85% | 2.46% | Q4 2020 | Q3 2023 | 12 |
VEA | VANGUARD TAX-MANAGED I... | 12 | 12 | 0.65% | 0.78% | 1.12% | Q4 2020 | Q3 2023 | 12 |
VTI | VANGUARD TOTAL STOCK M... | 12 | 12 | 0.65% | 0.75% | 0.88% | Q4 2020 | Q3 2023 | 12 |
IEFA | ISHARES TR | 12 | 12 | 0.61% | 0.73% | 0.93% | Q4 2020 | Q3 2023 | 12 |
MDY | SPDR S&P MIDCAP 400 ET... | 12 | 12 | 0.61% | 0.68% | 0.76% | Q4 2020 | Q3 2023 | 12 |
IBM | INTERNATIONAL BUSINESS... | 12 | 12 | 0.52% | 0.66% | 0.84% | Q4 2020 | Q3 2023 | 12 |
BRKB | BERKSHIRE HATHAWAY INC... | 12 | 12 | 0.23% | 0.66% | 1.06% | Q4 2020 | Q3 2023 | 12 |
VOO | VANGUARD S&P 500 ETF | 12 | 12 | 0.48% | 0.64% | 0.75% | Q4 2020 | Q3 2023 | 12 |
GOOGL | ALPHABET INC CAP STK CL A | 12 | 12 | 0.48% | 0.62% | 0.87% | Q4 2020 | Q3 2023 | 12 |
AMZN | AMAZON COM INC COM | 12 | 12 | 0.40% | 0.59% | 0.68% | Q4 2020 | Q3 2023 | 12 |
HON | HONEYWELL INTL INC COM | 12 | 12 | 0.51% | 0.56% | 0.69% | Q4 2020 | Q3 2023 | 12 |
IEMG | ISHARES INC | 12 | 12 | 0.38% | 0.55% | 0.82% | Q4 2020 | Q3 2023 | 12 |
VO | VANGUARD MID-CAP INDEX... | 12 | 12 | 0.40% | 0.54% | 0.67% | Q4 2020 | Q3 2023 | 12 |
MMM | 3M CO COM | 12 | 12 | 0.39% | 0.50% | 0.66% | Q4 2020 | Q3 2023 | 12 |
MINT | PIMCO ETF TR | 12 | 12 | 0.34% | 0.49% | 0.61% | Q4 2020 | Q3 2023 | 12 |
IWM | ISHARES TR | 12 | 12 | 0.39% | 0.48% | 0.62% | Q4 2020 | Q3 2023 | 12 |
MS | MORGAN STANLEY COM NEW | 12 | 12 | 0.07% | 0.48% | 0.61% | Q4 2020 | Q3 2023 | 12 |
JPM | JPMORGAN CHASE & CO COM | 12 | 12 | 0.35% | 0.47% | 0.61% | Q4 2020 | Q3 2023 | 12 |
T | AT&T INC COM | 12 | 12 | 0.32% | 0.46% | 0.74% | Q4 2020 | Q3 2023 | 12 |
JNJ | JOHNSON & JOHNSON COM | 12 | 12 | 0.41% | 0.46% | 0.54% | Q4 2020 | Q3 2023 | 12 |
VIG | VANGUARD SPECIALIZED F... | 12 | 12 | 0.37% | 0.42% | 0.52% | Q4 2020 | Q3 2023 | 12 |
GLD | SPDR GOLD TR | 12 | 12 | 0.32% | 0.40% | 0.55% | Q4 2020 | Q3 2023 | 12 |
VT | VANGUARD TOTAL WORLD S... | 12 | 12 | 0.34% | 0.39% | 0.45% | Q4 2020 | Q3 2023 | 12 |
MRK | MERCK & CO INC COM | 12 | 12 | 0.26% | 0.37% | 0.43% | Q4 2020 | Q3 2023 | 12 |
NVDA | NVIDIA CORPORATION COM | 12 | 12 | 0.20% | 0.36% | 0.68% | Q4 2020 | Q3 2023 | 12 |
SUB | ISHARES TR | 12 | 12 | 0.16% | 0.36% | 0.72% | Q4 2020 | Q3 2023 | 12 |
SCHD | SCHWAB US DIVIDEND EQU... | 12 | 12 | 0.10% | 0.36% | 1.00% | Q4 2020 | Q3 2023 | 12 |
QQQ | INVESCO QQQ TRUST | 12 | 12 | 0.25% | 0.36% | 0.56% | Q4 2020 | Q3 2023 | 12 |
ABT | ABBOTT LABS COM | 12 | 12 | 0.24% | 0.35% | 0.42% | Q4 2020 | Q3 2023 | 12 |
PFE | PFIZER INC COM | 12 | 12 | 0.24% | 0.34% | 0.47% | Q4 2020 | Q3 2023 | 12 |
AMT | AMERICAN TOWER CORP NE... | 12 | 12 | 0.26% | 0.34% | 0.42% | Q4 2020 | Q3 2023 | 12 |
V | VISA INC COM CL A | 12 | 12 | 0.29% | 0.32% | 0.37% | Q4 2020 | Q3 2023 | 12 |
HDV | ISHARES TR | 12 | 12 | 0.22% | 0.31% | 0.47% | Q4 2020 | Q3 2023 | 12 |
HD | HOME DEPOT INC COM | 12 | 12 | 0.25% | 0.30% | 0.40% | Q4 2020 | Q3 2023 | 12 |
GOOG | ALPHABET INC CAP STK CL C | 12 | 12 | 0.20% | 0.30% | 0.47% | Q4 2020 | Q3 2023 | 12 |
FB | META PLATFORMS INC CL A | 12 | 12 | 0.14% | 0.29% | 0.38% | Q4 2020 | Q3 2023 | 12 |
VCIT | VANGUARD SCOTTSDALE FDS | 12 | 12 | 0.10% | 0.29% | 0.56% | Q4 2020 | Q3 2023 | 12 |
LLY | LILLY ELI & CO COM | 12 | 12 | 0.11% | 0.29% | 0.64% | Q4 2020 | Q3 2023 | 12 |
VEU | VANGUARD INTL EQUITY I... | 12 | 12 | 0.14% | 0.28% | 0.40% | Q4 2020 | Q3 2023 | 12 |
VTEB | VANGUARD TAX-EXEMPT BO... | 12 | 12 | 0.08% | 0.28% | 0.43% | Q4 2020 | Q3 2023 | 12 |
ITOT | ISHARES TR | 12 | 12 | 0.24% | 0.28% | 0.32% | Q4 2020 | Q3 2023 | 12 |
DVY | ISHARES TR | 12 | 12 | 0.23% | 0.26% | 0.28% | Q4 2020 | Q3 2023 | 12 |
KO | COCA COLA CO COM | 12 | 12 | 0.21% | 0.26% | 0.30% | Q4 2020 | Q3 2023 | 12 |
CSCO | CISCO SYS INC COM | 12 | 12 | 0.22% | 0.25% | 0.29% | Q4 2020 | Q3 2023 | 12 |
VCSH | VANGUARD SHORT-TERM CO... | 12 | 12 | 0.12% | 0.25% | 0.38% | Q4 2020 | Q3 2023 | 12 |
VWO | VANGUARD INTL EQUITY I... | 12 | 12 | 0.18% | 0.24% | 0.35% | Q4 2020 | Q3 2023 | 12 |
BAC | BK OF AMERICA CORP COM | 12 | 12 | 0.19% | 0.24% | 0.29% | Q4 2020 | Q3 2023 | 12 |
TMO | THERMO FISHER SCIENTIF... | 12 | 12 | 0.21% | 0.24% | 0.29% | Q4 2020 | Q3 2023 | 12 |
ED | CONSOLIDATED EDISON IN... | 12 | 12 | 0.19% | 0.24% | 0.27% | Q4 2020 | Q3 2023 | 12 |
EEMV | ISHARES MSCI EMERGING ... | 12 | 12 | 0.17% | 0.23% | 0.37% | Q4 2020 | Q3 2023 | 12 |
UNH | UNITEDHEALTH GROUP INC... | 12 | 12 | 0.16% | 0.23% | 0.29% | Q4 2020 | Q3 2023 | 12 |
TFI | SPDR SER TR | 12 | 12 | 0.06% | 0.22% | 0.55% | Q4 2020 | Q3 2023 | 12 |
VTV | VANGUARD VALUE INDEX FUND | 12 | 12 | 0.16% | 0.22% | 0.32% | Q4 2020 | Q3 2023 | 12 |
TSLA | TESLA INC COM | 12 | 12 | 0.12% | 0.22% | 0.32% | Q4 2020 | Q3 2023 | 12 |
AGG | ISHARES TR | 12 | 12 | 0.15% | 0.20% | 0.27% | Q4 2020 | Q3 2023 | 12 |
FNV | FRANCO NEV CORP COM | 12 | 12 | 0.17% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 12 |
DIA | SPDR DOW JONES INDUSTR... | 12 | 12 | 0.14% | 0.20% | 0.26% | Q4 2020 | Q3 2023 | 12 |
RTX | RTX CORPORATION | 12 | 12 | 0.14% | 0.19% | 0.28% | Q4 2020 | Q3 2023 | 12 |
PYPL | PAYPAL HLDGS INC COM | 12 | 12 | 0.05% | 0.19% | 0.42% | Q4 2020 | Q3 2023 | 12 |
AVGO | BROADCOM INC COM | 12 | 12 | 0.14% | 0.19% | 0.30% | Q4 2020 | Q3 2023 | 12 |
LMT | LOCKHEED MARTIN CORP COM | 12 | 12 | 0.10% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 12 |
CIBR | FIRST TRUST NASDAQ CYB... | 12 | 12 | 0.08% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 12 |
ADP | AUTOMATIC DATA PROCESS... | 12 | 12 | 0.14% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 12 |
DIS | DISNEY WALT CO COM | 12 | 12 | 0.11% | 0.18% | 0.25% | Q4 2020 | Q3 2023 | 12 |
MA | MASTERCARD INCORPORATE... | 12 | 12 | 0.14% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 12 |
AMGN | AMGEN INC COM | 12 | 12 | 0.12% | 0.16% | 0.21% | Q4 2020 | Q3 2023 | 12 |
BX | BLACKSTONE INC COM | 12 | 12 | 0.09% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 12 |
BKNG | BOOKING HOLDINGS INC COM | 12 | 12 | 0.13% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 12 |
VNQ | VANGUARD REAL ESTATE ETF | 12 | 12 | 0.11% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 12 |
CVS | CVS HEALTH CORP COM | 12 | 12 | 0.11% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 12 |
LOW | LOWES COS INC COM | 12 | 12 | 0.13% | 0.15% | 0.16% | Q4 2020 | Q3 2023 | 12 |
IVW | ISHARES TR | 12 | 12 | 0.04% | 0.14% | 0.54% | Q4 2020 | Q3 2023 | 12 |
BIV | VANGUARD INTERMEDIATE-... | 12 | 12 | 0.06% | 0.14% | 0.30% | Q4 2020 | Q3 2023 | 12 |
IWB | ISHARES TR | 12 | 12 | 0.08% | 0.14% | 0.21% | Q4 2020 | Q3 2023 | 12 |
ADBE | ADOBE SYSTEMS INCORPOR... | 12 | 12 | 0.08% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
CNI | CANADIAN NATL RY CO COM | 12 | 12 | 0.10% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 12 |
PM | PHILIP MORRIS INTL INC... | 12 | 12 | 0.06% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 12 |
BLK | BLACKROCK INC COM | 12 | 12 | 0.11% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 12 |
CMCSA | COMCAST CORP NEW CL A | 12 | 12 | 0.10% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 12 |
NVS | NOVARTIS AG SPONSORED ADR | 12 | 12 | 0.11% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
TIP | ISHARES TR | 12 | 12 | 0.07% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
DGRO | ISHARES TR | 12 | 12 | 0.08% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
VUG | VANGUARD INDEX FDS | 12 | 12 | 0.11% | 0.13% | 0.15% | Q4 2020 | Q3 2023 | 12 |
CAT | CATERPILLAR INC COM | 12 | 12 | 0.11% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
VXUS | VANGUARD TOTAL INTERNA... | 12 | 12 | 0.08% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 12 |
TXN | TEXAS INSTRS INC COM | 12 | 12 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
EFA | ISHARES TR | 12 | 12 | 0.09% | 0.12% | 0.24% | Q4 2020 | Q3 2023 | 12 |
BA | BOEING CO COM | 12 | 12 | 0.09% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
SCCO | SOUTHERN COPPER CORP COM | 12 | 12 | 0.04% | 0.12% | 0.21% | Q4 2020 | Q3 2023 | 12 |
F | FORD MTR CO DEL COM | 12 | 12 | 0.09% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
TJX | TJX COS INC NEW COM | 12 | 12 | 0.08% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 12 |
WM | WASTE MGMT INC DEL COM | 12 | 12 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 12 |
IGSB | ISHARES TR | 12 | 12 | 0.07% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 12 |
NKE | NIKE INC CL B | 12 | 12 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 12 |
SJM | SMUCKER J M CO COM NEW | 12 | 12 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 12 |
AMLP | ALPS ETF TR | 12 | 12 | 0.06% | 0.11% | 0.26% | Q4 2020 | Q3 2023 | 12 |
RIO | RIO TINTO PLC SPONSORE... | 12 | 12 | 0.04% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
MDLZ | MONDELEZ INTL INC CL A | 12 | 12 | 0.05% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
CRM | SALESFORCE INC COM | 12 | 12 | 0.06% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
COST | COSTCO WHSL CORP NEW COM | 12 | 12 | 0.07% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
MDT | MEDTRONIC PLC SHS | 12 | 12 | 0.09% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
SCHF | SCHWAB STRATEGIC TR | 12 | 12 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
BOTZ | GLOBAL X ROBOTICS & AR... | 12 | 12 | 0.03% | 0.10% | 0.24% | Q4 2020 | Q3 2023 | 12 |
VB | VANGUARD SMALL-CAP IND... | 12 | 12 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 12 |
GM | GENERAL MTRS CO COM | 12 | 12 | 0.03% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
ZTS | ZOETIS INC CL A | 12 | 12 | 0.04% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
NOW | SERVICENOW INC COM | 12 | 12 | 0.06% | 0.09% | 0.17% | Q4 2020 | Q3 2023 | 12 |
PTLC | PACER TRENDPILOT US LA... | 12 | 12 | 0.05% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 12 |
IWF | ISHARES TR | 12 | 12 | 0.03% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
ECL | ECOLAB INC COM | 12 | 12 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
IVE | ISHARES TR | 12 | 12 | 0.05% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
LIT | GLOBAL X LITHIUM & BAT... | 12 | 12 | 0.03% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
BSV | VANGUARD SHORT-TERM BO... | 12 | 12 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
EEM | ISHARES TR | 12 | 12 | 0.05% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
CL | COLGATE PALMOLIVE CO COM | 12 | 12 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
ORCL | ORACLE CORP COM | 12 | 12 | 0.07% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
VYM | VANGUARD WHITEHALL FDS | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
GS | GOLDMAN SACHS GROUP IN... | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
IYLD | ISHARES TR | 12 | 12 | 0.05% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
GLW | CORNING INC COM | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
LQD | ISHARES TR | 12 | 12 | 0.04% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
SYK | STRYKER CORPORATION COM | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
VMW | VMWARE INC CL A COM | 12 | 12 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
IWV | ISHARES TR | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
SPLK | SPLUNK INC COM | 12 | 12 | 0.05% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 12 |
SLQT | SELECTQUOTE INC COM | 12 | 12 | 0.00% | 0.07% | 0.25% | Q4 2020 | Q3 2023 | 12 |
PAYC | PAYCOM SOFTWARE INC COM | 12 | 12 | 0.04% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 12 |
FDS | FACTSET RESH SYS INC COM | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
C | CITIGROUP INC COM NEW | 12 | 12 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
HYG | ISHARES TR | 12 | 12 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
FDX | FEDEX CORP COM | 12 | 12 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
SYY | SYSCO CORP COM | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
ACN | ACCENTURE PLC IRELAND ... | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
SDY | SPDR S&P DIVIDEND ETF | 12 | 12 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
BTI | BRITISH AMERN TOB PLC ... | 12 | 12 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
AWK | AMERICAN WTR WKS CO IN... | 12 | 12 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
BRKA | BERKSHIRE HATHAWAY INC... | 12 | 12 | 0.06% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
XLK | TECHNOLOGY SELECT SECT... | 12 | 12 | 0.04% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 12 |
STT | STATE STR CORP COM | 12 | 12 | 0.06% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
EMR | EMERSON ELEC CO COM | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
TTE | TOTAL SE | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
STZ | CONSTELLATION BRANDS I... | 12 | 12 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
CMI | CUMMINS INC COM | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
WY | WEYERHAEUSER CO MTN BE... | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
LHX | L3HARRIS TECHNOLOGIES ... | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
IXUS | ISHARES TR | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
ABC | CENCORA INC | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
AXP | AMERICAN EXPRESS CO COM | 12 | 12 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q3 2023 | 12 |
DOW | DOW INC COM | 12 | 12 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
CSX | CSX CORP COM | 12 | 12 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
TT | TRANE TECHNOLOGIES PLC... | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
SBUX | STARBUCKS CORP COM | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
MTB | M & T BK CORP COM | 12 | 12 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
TGT | TARGET CORP COM | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
STIP | ISHARES TR | 12 | 12 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
BNDX | VANGUARD TOTAL INTERNA... | 12 | 12 | 0.04% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
WLTW | WILLIS TOWERS WATSON P... | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
ETN | EATON CORP PLC SHS | 12 | 12 | 0.03% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
IDV | ISHARES TR | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
MU | MICRON TECHNOLOGY INC COM | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
WMT | WALMART INC COM | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
ES | EVERSOURCE ENERGY COM | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
XLF | SELECT SECTOR SPDR TR | 12 | 12 | 0.04% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
AON | AON PLC SHS CL A | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
KEY | KEYCORP COM | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
ITW | ILLINOIS TOOL WKS INC COM | 12 | 12 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
UL | UNILEVER PLC SPON ADR NEW | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
KHC | KRAFT HEINZ CO COM | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
O | REALTY INCOME CORP COM | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
NEAR | ISHARES U S ETF TR | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
KMI | KINDER MORGAN INC DEL COM | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
ET | ENERGY TRANSFER L P CO... | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
BRKL | BROOKLINE BANCORP INC ... | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
SPH | SUBURBAN PROPANE PARTN... | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
INO | INOVIO PHARMACEUTICALS... | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
LILAK | LIBERTY LATIN AMERICA ... | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
HCI GROUP INC 4.25 03/... | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 | |
NGL | NGL ENERGY PARTNERS LP... | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
VISHAY INTERTECHNOLOGY... | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 | |
GREENBRIER COS INC 2.8... | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 | |
ARES CAPITAL CORP 4.62... | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 | |
MFA FINL INC 6.25 06/1... | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 | |
ABB | ABB LTD SPONSORED ADR | 11 | 11 | 0.07% | 0.15% | 0.20% | Q4 2020 | Q2 2023 | 11 |
VRTX | VERTEX PHARMACEUTICALS... | 11 | 11 | 0.08% | 0.14% | 0.20% | Q1 2021 | Q3 2023 | 11 |
RSP | INVESCO S&P 500 EQUAL ... | 11 | 11 | 0.06% | 0.13% | 0.14% | Q4 2020 | Q2 2023 | 11 |
XLE | SELECT SECTOR SPDR TR | 11 | 11 | 0.04% | 0.11% | 0.19% | Q1 2021 | Q3 2023 | 11 |
UNP | UNION PAC CORP COM | 6 | 5 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 11 |
EPD | ENTERPRISE PRODS PARTN... | 11 | 11 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
MMP | MAGELLAN MIDSTREAM PRT... | 11 | 11 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q2 2023 | 11 |
IWD | ISHARES TR | 6 | 5 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 11 |
PSX | PHILLIPS 66 COM | 11 | 11 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
PANW | PALO ALTO NETWORKS INC... | 10 | 1 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
DE | DEERE & CO COM | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
TTD | THE TRADE DESK INC COM... | 6 | 5 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
ISRG | INTUITIVE SURGICAL INC... | 7 | 4 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
DFS | DISCOVER FINL SVCS COM | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2023 | 11 |
DD | DUPONT DE NEMOURS INC COM | 7 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 11 |
CHD | CHURCH & DWIGHT INC COM | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
VLUE | ISHARES TR | 10 | 10 | 0.03% | 0.60% | 1.21% | Q2 2021 | Q3 2023 | 10 |
XSOE | WISDOMTREE TR | 10 | 10 | 0.04% | 0.48% | 1.07% | Q2 2021 | Q3 2023 | 10 |
ROBO | ROBO GLOBAL ROBOTICS &... | 8 | 2 | 0.03% | 0.11% | 0.15% | Q4 2020 | Q2 2023 | 10 |
IDNA | ISHARES TR | 10 | 10 | 0.08% | 0.11% | 0.14% | Q1 2021 | Q2 2023 | 10 |
RDVY | FIRST TRUST RISING DIV... | 10 | 10 | 0.04% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
QCLN | FIRST TRUST NASDAQ CLE... | 10 | 10 | 0.07% | 0.09% | 0.14% | Q1 2021 | Q2 2023 | 10 |
IAU | ISHARES GOLD TRUST | 10 | 10 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q3 2023 | 10 |
AVB | AVALONBAY CMNTYS INC COM | 10 | 10 | 0.04% | 0.08% | 0.11% | Q1 2021 | Q2 2023 | 10 |
REAL | THE REALREAL INC COM | 10 | 10 | 0.00% | 0.08% | 0.25% | Q4 2020 | Q1 2023 | 10 |
SHOP | SHOPIFY INC CL A | 6 | 4 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 10 |
FAF | FIRST AMERN FINL CORP COM | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
FNF | FIDELITY NATIONAL FINA... | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
COP | CONOCOPHILLIPS COM | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
ZS | ZSCALER INC COM | 10 | 10 | 0.03% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
MCHI | ISHARES TR | 10 | 10 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q2 2023 | 10 |
NVCR | NOVOCURE LTD ORD SHS | 10 | 10 | 0.03% | 0.06% | 0.11% | Q4 2020 | Q1 2023 | 10 |
BRO | BROWN & BROWN INC COM | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
PFF | ISHARES TR | 10 | 10 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2023 | 10 |
MTD | METTLER TOLEDO INTERNA... | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
USB | US BANCORP DEL COM NEW | 10 | 10 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2023 | 10 |
NUE | NUCOR CORP COM | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
NGG | NATIONAL GRID PLC SPON... | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
SAND | SANDSTORM GOLD LTD COM... | 9 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 10 |
VKTX | VIKING THERAPEUTICS IN... | 10 | 10 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 10 |
ATLAS AIR WORLDWIDE HL... | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 | |
SUPERNUS PHARMACEUTICA... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 | |
PRA GROUP INC 3.5 06/0... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 | |
SPLG | SPDR SER TR | 9 | 9 | 0.05% | 1.43% | 2.64% | Q3 2021 | Q3 2023 | 9 |
ESGU | ISHARES TR | 9 | 9 | 0.09% | 0.75% | 1.60% | Q3 2021 | Q3 2023 | 9 |
EFV | ISHARES TR | 9 | 9 | 0.04% | 0.37% | 0.66% | Q3 2021 | Q3 2023 | 9 |
OSH | OAK STR HEALTH INC COM | 9 | 9 | 0.16% | 0.33% | 0.70% | Q1 2021 | Q1 2023 | 9 |
GOVT | ISHARES U.S. TREASURY ... | 9 | 9 | 0.04% | 0.27% | 0.63% | Q3 2021 | Q3 2023 | 9 |
CWK | CUSHMAN WAKEFIELD PLC SHS | 9 | 9 | 0.05% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 9 |
GENERAL ELECTRIC CO CO... | 9 | 9 | 0.05% | 0.08% | 0.20% | Q3 2021 | Q3 2023 | 9 | |
TSN | TYSON FOODS INC CL A | 9 | 9 | 0.04% | 0.08% | 0.12% | Q4 2020 | Q4 2022 | 9 |
FINX | GLOBAL X FINTECH THEMA... | 9 | 9 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q4 2022 | 9 |
LDUR | PIMCO ETF TR | 9 | 9 | 0.04% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
CARR | CARRIER GLOBAL CORPORA... | 8 | 1 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 9 |
APD | AIR PRODS & CHEMS INC COM | 9 | 9 | 0.04% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 9 |
WSO | WATSCO INC COM | 5 | 4 | 0.03% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 9 |
LIN | LINDE PLC SHS | 9 | 9 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2022 | 9 |
FTCS | FIRST TRUST CAPITAL ST... | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
WBA | WALGREENS BOOTS ALLIAN... | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 9 |
IDXX | IDEXX LABS INC COM | 6 | 3 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 9 |
HACK | ETFMG PRIME CYBER SECU... | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
DOV | DOVER CORP COM | 6 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 9 |
RSG | REPUBLIC SVCS INC COM | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
PH | PARKER-HANNIFIN CORP COM | 6 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 9 |
JNK | SPDR SER TR | 5 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 9 |
SWM | SCHWEITZER-MAUDUIT INT... | 8 | 8 | 0.08% | 0.56% | 0.89% | Q4 2021 | Q3 2023 | 8 |
EFG | ISHARES TR | 8 | 8 | 0.05% | 0.47% | 1.01% | Q4 2021 | Q3 2023 | 8 |
IUSB | ISHARES TR | 8 | 8 | 0.04% | 0.38% | 0.67% | Q4 2021 | Q3 2023 | 8 |
EVCM | EVERCOMMERCE INC COM | 8 | 8 | 0.15% | 0.23% | 0.31% | Q4 2021 | Q3 2023 | 8 |
SPSB | SPDR SER TR | 8 | 8 | 0.09% | 0.16% | 0.24% | Q4 2021 | Q3 2023 | 8 |
SPIB | SPDR SER TR | 8 | 8 | 0.03% | 0.12% | 0.25% | Q4 2021 | Q3 2023 | 8 |
IHI | ISHARES U.S. MEDICAL D... | 8 | 8 | 0.05% | 0.08% | 0.12% | Q1 2021 | Q4 2022 | 8 |
SH | PROSHARES TR | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
SRLP | SPRAGUE RES LP COM UNI... | 8 | 8 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q3 2022 | 8 |
TLT | ISHARES TR | 8 | 8 | 0.03% | 0.07% | 0.18% | Q4 2021 | Q3 2023 | 8 |
BPMC | BLUEPRINT MEDICINES CO... | 8 | 8 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q2 2023 | 8 |
SNSR | GLOBAL X INTERNET OF T... | 8 | 8 | 0.06% | 0.06% | 0.08% | Q1 2021 | Q4 2022 | 8 |
BAX | BAXTER INTL INC COM | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 8 |
VTIP | VANGUARD SHORT-TERM IN... | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
GILD | GILEAD SCIENCES INC COM | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 8 |
SHY | ISHARES TR | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 8 |
IYE | ISHARES U.S. ENERGY ETF | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
PSK | SPDR SER TR | 6 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 8 |
TSM | TAIWAN SEMICONDUCTOR M... | 5 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 8 |
ULTA | ULTA BEAUTY INC COM | 8 | 8 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
MAR | MARRIOTT INTL INC NEW ... | 5 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 8 |
SPGI | S&P GLOBAL INC COM | 5 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
ESGD | ISHARES TR | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
AMPE | AMPIO PHARMACEUTICALS ... | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
SCHZ | SCHWAB US AGGREGATE BO... | 7 | 7 | 0.08% | 0.47% | 0.77% | Q1 2022 | Q3 2023 | 7 |
ADM | ARCHER DANIELS MIDLAND... | 7 | 7 | 0.30% | 0.44% | 0.61% | Q4 2020 | Q2 2022 | 7 |
OEF | ISHARES TR | 7 | 7 | 0.06% | 0.37% | 0.64% | Q1 2022 | Q3 2023 | 7 |
SCHP | SCHWAB US TIPS ETF | 7 | 7 | 0.13% | 0.26% | 0.42% | Q1 2022 | Q3 2023 | 7 |
IYW | ISHARES U.S. TECHNOLOG... | 4 | 3 | 0.03% | 0.25% | 0.56% | Q4 2021 | Q3 2023 | 7 |
IVLU | ISHARES TR | 7 | 7 | 0.07% | 0.22% | 0.29% | Q1 2022 | Q3 2023 | 7 |
TLH | ISHARES TR | 7 | 7 | 0.03% | 0.16% | 0.24% | Q1 2022 | Q3 2023 | 7 |
TDOC | TELADOC HEALTH INC COM | 7 | 7 | 0.03% | 0.14% | 0.23% | Q4 2020 | Q2 2022 | 7 |
SUSL | ISHARES TR | 7 | 7 | 0.07% | 0.14% | 0.32% | Q1 2022 | Q3 2023 | 7 |
VV | VANGUARD LARGE-CAP IND... | 7 | 7 | 0.06% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
LNC | LINCOLN NATL CORP IND COM | 7 | 7 | 0.03% | 0.08% | 0.10% | Q1 2021 | Q3 2022 | 7 |
SIMS | SPDR S&P KENSHO INTELL... | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2022 | 7 |
TER | TERADYNE INC COM | 7 | 7 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
VLO | VALERO ENERGY CORP COM | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
GSK | GSK PLC SPONSORED ADR | 7 | 7 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 7 |
DHR | DANAHER CORPORATION COM | 5 | 2 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 7 |
NYF | ISHARES TR | 7 | 7 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
IBB | ISHARES TR | 6 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 7 |
ADI | ANALOG DEVICES INC COM | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
EW | EDWARDS LIFESCIENCES C... | 5 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 7 |
CRSP | CRISPR THERAPEUTICS AG... | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
IEV | ISHARES TR | 6 | 6 | 0.05% | 0.16% | 0.21% | Q2 2022 | Q3 2023 | 6 |
IFRA | ISHARES U.S. INFRASTRU... | 6 | 6 | 0.05% | 0.12% | 0.20% | Q2 2022 | Q3 2023 | 6 |
CP | CANADIAN PAC RY LTD COM | 6 | 6 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q1 2023 | 6 |
OTIS | OTIS WORLDWIDE CORP COM | 6 | 6 | 0.06% | 0.11% | 0.14% | Q4 2020 | Q1 2022 | 6 |
SE | SEA LTD SPONSORD ADS | 6 | 6 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q1 2022 | 6 |
KOMP | SPDR S&P KENSHO NEW EC... | 6 | 6 | 0.08% | 0.09% | 0.11% | Q3 2021 | Q4 2022 | 6 |
BABA | ALIBABA GROUP HLDG LTD... | 4 | 2 | 0.04% | 0.09% | 0.16% | Q4 2020 | Q2 2022 | 6 |
IEF | ISHARES TR | 4 | 2 | 0.04% | 0.09% | 0.17% | Q1 2022 | Q3 2023 | 6 |
NFLX | NETFLIX INC COM | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q1 2022 | 6 |
HYMB | SPDR SER TR | 5 | 1 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q2 2023 | 6 |
DVN | DEVON ENERGY CORP NEW COM | 6 | 6 | 0.04% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 6 |
SQ | SQUARE INC CL A | 6 | 6 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
SIVB | SVB FINANCIAL GROUP COM | 6 | 6 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q3 2022 | 6 |
ARKK | ARK INNOVATION ETF | 6 | 6 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q1 2022 | 6 |
WARNER BROS DISCOVERY ... | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 | |
FALN | ISHARES TR | 6 | 6 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q2 2023 | 6 |
BLCN | SIREN ETF TRUST SIREN ... | 6 | 6 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2022 | 6 |
VBR | VANGUARD SMALL-CAP VAL... | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2022 | 6 |
BDX | BECTON DICKINSON & CO COM | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 6 |
NOC | NORTHROP GRUMMAN CORP COM | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
HE | HAWAIIAN ELEC INDUSTRI... | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
FTGC | FIRST TRUST GLOBAL TAC... | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
BP | BP PLC SPONSORED ADR | 4 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 6 |
VAPO | VAPOTHERM INC COM | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
INSIGHT ENTERPRISES IN... | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 | |
INTERDIGITAL INC 2 06/... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 | |
PACIRA BIOSCIENCES INC... | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 | |
GOLDMAN SACHS BDC INC ... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 | |
SHM | SPDR SER TR | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
DLR | DIGITAL RLTY TR INC COM | 5 | 5 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q1 2022 | 5 |
IJT | ISHARES TR | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
SLB | SCHLUMBERGER LTD COM STK | 5 | 5 | 0.03% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
SMMD | ISHARES TR | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
AMD | ADVANCED MICRO DEVICES... | 3 | 2 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 5 |
DEO | DIAGEO PLC SPON ADR NEW | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
TWLO | TWILIO INC CL A | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q4 2021 | 5 |
PLTR | PALANTIR TECHNOLOGIES ... | 5 | 5 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 5 |
FLOT | ISHARES TR | 4 | 1 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 5 |
OUNZ | VANECK MERK GOLD TRUST | 5 | 5 | 0.03% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 5 |
CINF | CINCINNATI FINL CORP COM | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
IEI | ISHARES TR | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
IXN | ISHARES TR | 4 | 1 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 5 |
SCHJ | SCHWAB STRATEGIC TR | 5 | 5 | 0.03% | 0.03% | 0.05% | Q3 2021 | Q3 2022 | 5 |
MRVL | MARVELL TECHNOLOGY INC... | 3 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 5 |
KKR | KKR & CO INC COM | 4 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 5 |
IYY | ISHARES TR | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
PAYX | PAYCHEX INC COM | 3 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2023 | 5 |
QCOM | QUALCOMM INC COM | 3 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 5 |
NBB | NUVEEN TAXABLE MUNICPA... | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
HANNON ARMSTRONG SUST ... | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 | |
BARCLAYS BANK PLC 0 09... | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 | |
DRAGANFLY INC. COM NEW | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 | |
MDLA | MEDALLIA INC COM | 4 | 4 | 0.07% | 0.79% | 1.52% | Q4 2020 | Q3 2021 | 4 |
MBB | ISHARES TR | 4 | 4 | 0.35% | 0.44% | 0.56% | Q4 2022 | Q3 2023 | 4 |
ACWX | ISHARES TR | 4 | 4 | 0.22% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
KSU | KANSAS CITY SOUTHERN C... | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2021 | 4 |
COMT | ISHARES U.S. ETF TRUST... | 4 | 4 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q4 2022 | 4 |
RGR | STURM RUGER & CO INC COM | 4 | 4 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q2 2022 | 4 |
DELL | DELL TECHNOLOGIES INC ... | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q3 2021 | 4 |
DSI | ISHARES TR | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
IWN | ISHARES TR | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
ROKU | ROKU INC COM CL A | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
IJK | ISHARES TR | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
IJJ | ISHARES TR | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CHWY | CHEWY INC CL A | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
TWTR | TWITTER INC COM | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
CBZ | CBIZ INC COM | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
CB | CHUBB LIMITED COM | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
IWP | ISHARES TR | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
IYH | ISHARES U.S. HEALTHCAR... | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 4 |
PTCT | PTC THERAPEUTICS INC COM | 3 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 4 |
IXJ | ISHARES TR | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
VXF | VANGUARD INDEX FDS | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
QYLD | GLOBAL X NASDAQ 100 CO... | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
XLI | SELECT SECTOR SPDR TR | 2 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2023 | 4 |
WFC | WELLS FARGO CO NEW COM | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 4 |
PBCT | PEOPLES UNITED FINANCI... | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
NGD | NEW GOLD INC CDA COM | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
CFRX | CONTRAFECT CORP COM NEW | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
XFOR | X4 PHARMACEUTICALS INC... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
REVELATION BIOSCIENCES... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 | |
XL | XL FLEET CORP COM CL A | 3 | 3 | 0.43% | 1.23% | 2.01% | Q1 2021 | Q3 2021 | 3 |
QUAL | ISHARES TR | 3 | 3 | 0.86% | 1.13% | 1.35% | Q1 2023 | Q3 2023 | 3 |
EELV | INVESCO S&P EMERGING M... | 3 | 3 | 0.25% | 0.32% | 0.39% | Q2 2022 | Q4 2022 | 3 |
GE | GENERAL ELECTRIC CO | 3 | 3 | 0.21% | 0.21% | 0.22% | Q4 2020 | Q2 2021 | 3 |
EMGF | ISHARES INC | 3 | 3 | 0.08% | 0.15% | 0.20% | Q1 2023 | Q3 2023 | 3 |
IYG | ISHARES TR | 3 | 3 | 0.04% | 0.10% | 0.14% | Q4 2020 | Q2 2021 | 3 |
TROW | PRICE T ROWE GROUP INC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
GNMA | ISHARES TR | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
LINDE PLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 | |
ICVT | ISHARES TR | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q4 2022 | 3 |
YUMC | YUM CHINA HLDGS INC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
EMB | ISHARES TR | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
SCHW | SCHWAB CHARLES CORP | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
SNOW | SNOWFLAKE INC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
IGF | ISHARES TR | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
FV | FIRST TR EXCHANGE-TRAD... | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
PWR | QUANTA SVCS INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MKC | MCCORMICK & CO INC COM... | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
IEP | ICAHN ENTERPRISES LP D... | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
ICE | INTERCONTINENTAL EXCHA... | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
ELAN | ELANCO ANIMAL HEALTH I... | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
XEL | XCEL ENERGY INC COM | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 3 |
MSCI | MSCI INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 3 |
NLY | ANNALY CAPITAL MANAGEM... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
IWM | ISHARES TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
AVALO THERAPEUTICS INC... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 | |
XL | XL FLEET CORP | 2 | 2 | 1.17% | 1.39% | 1.62% | Q1 2021 | Q2 2021 | 2 |
CANADIAN PACIFIC KANSA... | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 | |
MTUM | ISHARES TR | 2 | 2 | 0.03% | 0.13% | 0.22% | Q4 2022 | Q1 2023 | 2 |
IAU | ISHARES GOLD TRUST | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q1 2021 | 2 |
JEPI | J P MORGAN EXCHANGE TR... | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
SUMO | SUMO LOGIC INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
GBF | ISHARES TR | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
STPZ | PIMCO ETF TR | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
VFH | VANGUARD WORLD FDS | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
SCHA | SCHWAB U.S. SMALL-CAP ETF | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q1 2022 | 2 |
VHT | VANGUARD WORLD FDS | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
BP | BP PLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
LDEM | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 2 |
BIIB | BIOGEN INC COM | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 2 |
MRNA | MODERNA INC COM | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
VIAC | VIACOMCBS INC CL B | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
MDB | MONGODB INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
VGT | VANGUARD WORLD FDS | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2023 | 2 |
BBL | BHP GROUP PLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
UBER | UBER TECHNOLOGIES INC COM | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 2 |
FDL | FIRST TRUST MORNINGSTA... | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
HUBB | HUBBELL INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ESGE | ISHARES INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
PXD | PIONEER NAT RES CO | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
SUSA | ISHARES MSCI USA ESG S... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
CRWD | CROWDSTRIKE HLDGS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
TOAST INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 | |
DBX | DROPBOX INC CL A | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
PKI | PERKINELMER INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 2 |
FIX | COMFORT SYS USA INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
IRDM | IRIDIUM COMMUNICATIONS... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
IGM | ISHARES TR | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
ROST | ROSS STORES INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 2 |
KMB | KIMBERLY-CLARK CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2023 | 2 |
EXR | EXTRA SPACE STORAGE IN... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
LYG | LLOYDS BANKING GROUP PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
XL FLEET CORP COM CL A | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2021 | Q3 2021 | 1 | |
EV | EATON VANCE CORP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2020 | Q4 2020 | 1 |
TFLO | ISHARES TR | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
SHYG | ISHARES 0-5 YEAR HIGH ... | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
IJS | ISHARES S&P SMALL-CAP ... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
SCHI | SCHWAB STRATEGIC TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
ATLASSIAN CORP PLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 | |
IWX | ISHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
SCHB | SCHWAB STRATEGIC TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
OKE | ONEOK INC NEW | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
XBI | SPDR SER TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
CLOU | GLOBAL X CLOUD COMPUTI... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
CORP | PIMCO ETF TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
AVID | AVID TECHNOLOGY INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
ALXN | ALEXION PHARMACEUTICAL... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
AXON | AXON ENTERPRISE INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
TQQQ | PROSHARES ULTRAPRO QQQ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
CWB | SPDR BLOOMBERG CONVERT... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
QQQ | INVESCO QQQ TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
VOE | VANGUARD MID-CAP VALUE... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
CLX | CLOROX CO DEL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
MRTX | MIRATI THERAPEUTICS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
XLV | SELECT SECTOR SPDR TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
CMDY | ISHARES BLOOMBERG ROLL... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
CI | THE CIGNA GROUP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
VOX | VANGUARD WORLD FDS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
PSP | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
TD | TORONTO DOMINION BK ON... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
GSK PLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 | |
SHELL PLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 | |
NVO | NOVO-NORDISK A S | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
GNRC | GENERAC HLDGS INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
IWR | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ZM | ZOOM VIDEO COMMUNICATI... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
AMAT | APPLIED MATLS INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
EBC | EASTERN BANKSHARES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
VCR | VANGUARD WORLD FDS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
YUM | YUM BRANDS INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
AZAO | AIM ETF PRODUCTS TRUST | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
ROBINHOOD MKTS INC COM... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 | |
IVV | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
UP | WHEELS UP EXPERIENCE I... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SLQT | SELECTQUOTE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
XLF | SELECT SECTOR SPDR TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ROKU | ROKU INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
SAN | BANCO SANTANDER S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
XLE | SELECT SECTOR SPDR TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SQ | SQUARE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TMDI | TITAN MED INC COM NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MU | MICRON TECHNOLOGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
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The securities at the top of the list , including ISHARES TR, MCDONALDS CORP COM, and DUKE ENERGY CORP NEW COM NEW, are the highest-conviction holdings of Mayflower Financial Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Mayflower Financial Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Mayflower Financial Advisors, LLC owns currently or has owned in the past.