268 is the total number of securities Stiles Financial Services Inc has owned. The longest Stiles Financial Services Inc has owned a single stock is 11 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 11 | 11 | 3.63% | 5.24% | 6.59% | Q4 2021 | Q2 2024 | 11 |
NVDA | NVIDIA CORPORATION COM | 11 | 11 | 1.76% | 3.70% | 7.27% | Q4 2021 | Q2 2024 | 11 |
UNH | UNITEDHEALTH GROUP INC | 11 | 11 | 2.32% | 2.88% | 3.50% | Q4 2021 | Q2 2024 | 11 |
AMZN | AMAZON.COM INC | 11 | 11 | 1.91% | 2.61% | 3.05% | Q4 2021 | Q2 2024 | 11 |
BRKB | BERKSHIRE HATHAWAY INC... | 11 | 11 | 1.94% | 2.38% | 2.65% | Q4 2021 | Q2 2024 | 11 |
COST | COSTCO WHSL CORP NEW | 11 | 11 | 1.97% | 2.31% | 2.70% | Q4 2021 | Q2 2024 | 11 |
MSFT | MICROSOFT CORP | 11 | 11 | 1.77% | 2.14% | 2.60% | Q4 2021 | Q2 2024 | 11 |
GOOGL | ALPHABET INC CAP STK CL A | 11 | 11 | 1.68% | 2.07% | 2.99% | Q4 2021 | Q2 2024 | 11 |
PG | PROCTER AND GAMBLE CO COM | 11 | 11 | 1.40% | 1.64% | 1.94% | Q4 2021 | Q2 2024 | 11 |
NVO | NOVO NORDISK A/S ADR-E... | 11 | 11 | 1.09% | 1.64% | 2.44% | Q4 2021 | Q2 2024 | 11 |
V | VISA INC | 11 | 11 | 1.40% | 1.60% | 1.75% | Q4 2021 | Q2 2024 | 11 |
AMD | ADVANCED MICRO DEVICES... | 11 | 11 | 1.15% | 1.57% | 2.02% | Q4 2021 | Q2 2024 | 11 |
TGT | TARGET CORP | 11 | 11 | 1.10% | 1.54% | 1.88% | Q4 2021 | Q2 2024 | 11 |
XEL | XCEL ENERGY INC COM US... | 11 | 11 | 1.02% | 1.50% | 1.91% | Q4 2021 | Q2 2024 | 11 |
JNJ | JOHNSON &JOHNSON COM U... | 11 | 11 | 1.01% | 1.47% | 1.87% | Q4 2021 | Q2 2024 | 11 |
FDS | FACTSET RESH SYS INC | 11 | 11 | 0.95% | 1.47% | 1.78% | Q4 2021 | Q2 2024 | 11 |
ACN | ACCENTURE PLC IRELAND | 11 | 11 | 0.99% | 1.28% | 1.46% | Q4 2021 | Q2 2024 | 11 |
RTX | RTX CORPORATION | 11 | 11 | 1.01% | 1.23% | 1.56% | Q4 2021 | Q2 2024 | 11 |
NEE | NEXTERA ENERGY INC COM... | 11 | 11 | 0.91% | 1.19% | 1.49% | Q4 2021 | Q2 2024 | 11 |
ABT | ABBOTT LABS | 11 | 11 | 0.99% | 1.16% | 1.28% | Q4 2021 | Q2 2024 | 11 |
HD | HOME DEPOT INC | 11 | 11 | 0.99% | 1.16% | 1.28% | Q4 2021 | Q2 2024 | 11 |
QCOM | QUALCOMM INC | 11 | 11 | 0.64% | 1.14% | 1.89% | Q4 2021 | Q2 2024 | 11 |
TXN | TEXAS INSTRUMENTS INC ... | 11 | 11 | 0.84% | 1.14% | 1.30% | Q4 2021 | Q2 2024 | 11 |
FAST | FASTENAL COM STK USD0.01 | 11 | 11 | 0.80% | 1.04% | 1.46% | Q4 2021 | Q2 2024 | 11 |
USB | US BANCORP DEL | 11 | 11 | 0.54% | 1.02% | 1.38% | Q4 2021 | Q2 2024 | 11 |
AMT | AMERICAN TOWER CORP NE... | 11 | 11 | 0.75% | 0.94% | 1.19% | Q4 2021 | Q2 2024 | 11 |
INTU | INTUIT INC | 11 | 11 | 0.85% | 0.94% | 1.16% | Q4 2021 | Q2 2024 | 11 |
CME | CME GROUP INC COM | 11 | 11 | 0.74% | 0.92% | 1.15% | Q4 2021 | Q2 2024 | 11 |
TJX | TJX COS INC NEW | 11 | 11 | 0.56% | 0.89% | 1.09% | Q4 2021 | Q2 2024 | 11 |
NKE | NIKE INC CLASS B COM NPV | 11 | 11 | 0.44% | 0.87% | 1.17% | Q4 2021 | Q2 2024 | 11 |
LLY | LILLY ELI &CO | 11 | 11 | 0.61% | 0.83% | 1.07% | Q4 2021 | Q2 2024 | 11 |
TSLA | TESLA INC COM | 11 | 11 | 0.45% | 0.81% | 1.32% | Q4 2021 | Q2 2024 | 11 |
SNPS | SYNOPSYS INC | 11 | 11 | 0.62% | 0.80% | 0.98% | Q4 2021 | Q2 2024 | 11 |
KO | COCA-COLA CO | 11 | 11 | 0.62% | 0.76% | 0.96% | Q4 2021 | Q2 2024 | 11 |
ISRG | INTUITIVE SURGICAL INC | 11 | 11 | 0.60% | 0.76% | 0.92% | Q4 2021 | Q2 2024 | 11 |
QQQ | INVESCO QQQ TR UNIT SER 1 | 11 | 11 | 0.54% | 0.76% | 0.97% | Q4 2021 | Q2 2024 | 11 |
ADBE | ADOBE SYSTEMS INCORPOR... | 11 | 11 | 0.56% | 0.76% | 0.95% | Q4 2021 | Q2 2024 | 11 |
SONY | SONY GROUP CORPORATION... | 11 | 11 | 0.56% | 0.72% | 0.86% | Q4 2021 | Q2 2024 | 11 |
PSA | PUBLIC STORAGE OPER CO | 11 | 11 | 0.56% | 0.72% | 1.04% | Q4 2021 | Q2 2024 | 11 |
CSCO | CISCO SYSTEMS INC | 11 | 11 | 0.54% | 0.71% | 0.86% | Q4 2021 | Q2 2024 | 11 |
ENPH | ENPHASE ENERGY INC COM... | 11 | 11 | 0.44% | 0.70% | 1.19% | Q4 2021 | Q2 2024 | 11 |
DVY | ISHARES TR | 11 | 11 | 0.18% | 0.69% | 1.92% | Q4 2021 | Q2 2024 | 11 |
DUK | DUKE ENERGY CORP NEW C... | 11 | 11 | 0.51% | 0.68% | 0.88% | Q4 2021 | Q2 2024 | 11 |
GLW | CORNING INC | 11 | 11 | 0.42% | 0.67% | 0.81% | Q4 2021 | Q2 2024 | 11 |
MRK | MERCK &CO. INC COM | 11 | 11 | 0.27% | 0.61% | 0.79% | Q4 2021 | Q2 2024 | 11 |
ABBV | ABBVIE INC COM USD0.01 | 11 | 11 | 0.36% | 0.60% | 0.89% | Q4 2021 | Q2 2024 | 11 |
WM | WASTE MGMT INC DEL | 11 | 11 | 0.56% | 0.59% | 0.67% | Q4 2021 | Q2 2024 | 11 |
MCD | MCDONALDS CORP | 11 | 11 | 0.41% | 0.59% | 0.68% | Q4 2021 | Q2 2024 | 11 |
UPS | UNITED PARCEL SERVICE ... | 11 | 11 | 0.44% | 0.57% | 0.66% | Q4 2021 | Q2 2024 | 11 |
MDT | MEDTRONIC PLC | 11 | 11 | 0.12% | 0.55% | 0.84% | Q4 2021 | Q2 2024 | 11 |
GIS | GENERAL MLS INC | 11 | 11 | 0.42% | 0.54% | 0.64% | Q4 2021 | Q2 2024 | 11 |
MA | MASTERCARD INCORPORATE... | 11 | 11 | 0.44% | 0.50% | 0.56% | Q4 2021 | Q2 2024 | 11 |
JPM | JPMORGAN CHASE &CO | 11 | 11 | 0.32% | 0.48% | 0.69% | Q4 2021 | Q2 2024 | 11 |
SHW | SHERWIN-WILLIAMS CO | 11 | 11 | 0.32% | 0.47% | 0.65% | Q4 2021 | Q2 2024 | 11 |
STX | SEAGATE TECHNOLOGY HLD... | 11 | 11 | 0.15% | 0.47% | 0.84% | Q4 2021 | Q2 2024 | 11 |
ALB | ALBEMARLE CORP COM USD... | 11 | 11 | 0.23% | 0.43% | 0.67% | Q4 2021 | Q2 2024 | 11 |
MU | MICRON TECHNOLOGY INC | 11 | 11 | 0.35% | 0.42% | 0.48% | Q4 2021 | Q2 2024 | 11 |
HRL | HORMEL FOODS CORP | 11 | 11 | 0.19% | 0.41% | 0.53% | Q4 2021 | Q2 2024 | 11 |
ADP | AUTOMATIC DATA PROCESS... | 11 | 11 | 0.28% | 0.40% | 0.49% | Q4 2021 | Q2 2024 | 11 |
CMI | CUMMINS INC | 11 | 11 | 0.22% | 0.39% | 0.60% | Q4 2021 | Q2 2024 | 11 |
CAT | CATERPILLAR INC COM | 11 | 11 | 0.34% | 0.38% | 0.46% | Q4 2021 | Q2 2024 | 11 |
PEP | PEPSICO INC | 11 | 11 | 0.21% | 0.38% | 0.66% | Q4 2021 | Q2 2024 | 11 |
KLAC | KLA CORP COM NEW | 11 | 11 | 0.20% | 0.38% | 0.59% | Q4 2021 | Q2 2024 | 11 |
CVX | CHEVRON CORP NEW COM | 11 | 11 | 0.26% | 0.37% | 0.48% | Q4 2021 | Q2 2024 | 11 |
DE | DEERE &CO | 11 | 11 | 0.24% | 0.37% | 0.50% | Q4 2021 | Q2 2024 | 11 |
HDB | HDFC BANK LTD SPON ADS... | 11 | 11 | 0.11% | 0.37% | 0.48% | Q4 2021 | Q2 2024 | 11 |
SBUX | STARBUCKS CORP COM USD... | 11 | 11 | 0.18% | 0.36% | 0.47% | Q4 2021 | Q2 2024 | 11 |
LMT | LOCKHEED MARTIN CORP C... | 11 | 11 | 0.11% | 0.36% | 0.89% | Q4 2021 | Q2 2024 | 11 |
JKHY | HENRY JACK &ASSOC INC | 11 | 11 | 0.22% | 0.35% | 0.46% | Q4 2021 | Q2 2024 | 11 |
INTC | INTEL CORP COM USD0.001 | 11 | 11 | 0.19% | 0.34% | 0.44% | Q4 2021 | Q2 2024 | 11 |
AVGO | BROADCOM INC COM | 11 | 11 | 0.13% | 0.34% | 0.78% | Q4 2021 | Q2 2024 | 11 |
LULU | LULULEMON ATHLETICA IN... | 11 | 11 | 0.14% | 0.34% | 0.42% | Q4 2021 | Q2 2024 | 11 |
ROK | ROCKWELL AUTOMATION IN... | 11 | 11 | 0.24% | 0.34% | 0.41% | Q4 2021 | Q2 2024 | 11 |
SYK | STRYKER CORPORATION COM | 11 | 11 | 0.18% | 0.34% | 0.42% | Q4 2021 | Q2 2024 | 11 |
TTD | THE TRADE DESK INC COM... | 11 | 11 | 0.24% | 0.33% | 0.42% | Q4 2021 | Q2 2024 | 11 |
WELL | WELLTOWER INC COM | 11 | 11 | 0.28% | 0.32% | 0.38% | Q4 2021 | Q2 2024 | 11 |
SNA | SNAP-ON INC | 11 | 11 | 0.25% | 0.31% | 0.36% | Q4 2021 | Q2 2024 | 11 |
DLR | DIGITAL RLTY TR INC | 11 | 11 | 0.14% | 0.30% | 0.62% | Q4 2021 | Q2 2024 | 11 |
CRM | SALESFORCE INC COM | 11 | 11 | 0.10% | 0.30% | 0.44% | Q4 2021 | Q2 2024 | 11 |
VZ | VERIZON COMMUNICATIONS... | 11 | 11 | 0.10% | 0.30% | 0.52% | Q4 2021 | Q2 2024 | 11 |
ANTM | ELEVANCE HEALTH INC COM | 11 | 11 | 0.24% | 0.29% | 0.35% | Q4 2021 | Q2 2024 | 11 |
BMY | BRISTOL-MYERS SQUIBB C... | 11 | 11 | 0.19% | 0.27% | 0.49% | Q4 2021 | Q2 2024 | 11 |
EW | EDWARDS LIFESCIENCES CORP | 11 | 11 | 0.16% | 0.27% | 0.36% | Q4 2021 | Q2 2024 | 11 |
MMC | MARSH &MCLENNAN COS INC | 11 | 11 | 0.11% | 0.26% | 0.37% | Q4 2021 | Q2 2024 | 11 |
MAR | MARRIOTT INTL INC NEW | 11 | 11 | 0.17% | 0.26% | 0.32% | Q4 2021 | Q2 2024 | 11 |
PEAK | HEALTHPEAK PROPERTIES ... | 11 | 11 | 0.11% | 0.25% | 0.39% | Q4 2021 | Q2 2024 | 11 |
COP | CONOCOPHILLIPS COM | 11 | 11 | 0.12% | 0.25% | 0.30% | Q4 2021 | Q2 2024 | 11 |
TRV | TRAVELERS COMPANIES IN... | 11 | 11 | 0.20% | 0.25% | 0.30% | Q4 2021 | Q2 2024 | 11 |
AZO | AUTOZONE INC COM USD0.01 | 11 | 11 | 0.18% | 0.24% | 0.30% | Q4 2021 | Q2 2024 | 11 |
NOW | SERVICENOW INC COM USD... | 11 | 11 | 0.17% | 0.24% | 0.31% | Q4 2021 | Q2 2024 | 11 |
LOW | LOWES COS INC | 11 | 11 | 0.11% | 0.23% | 0.33% | Q4 2021 | Q2 2024 | 11 |
BSX | BOSTON SCIENTIFIC CORP | 11 | 11 | 0.18% | 0.21% | 0.24% | Q4 2021 | Q2 2024 | 11 |
ARCC | ARES CAPITAL CORP COM | 11 | 11 | 0.18% | 0.21% | 0.23% | Q4 2021 | Q2 2024 | 11 |
WAT | WATERS CORP | 11 | 11 | 0.10% | 0.21% | 0.28% | Q4 2021 | Q2 2024 | 11 |
SO | SOUTHERN CO | 11 | 11 | 0.13% | 0.19% | 0.30% | Q4 2021 | Q2 2024 | 11 |
NOC | NORTHROP GRUMMAN CORP ... | 11 | 11 | 0.10% | 0.19% | 0.24% | Q4 2021 | Q2 2024 | 11 |
MKC | MCCORMICK &COMPANY INC... | 11 | 11 | 0.10% | 0.19% | 0.25% | Q4 2021 | Q2 2024 | 11 |
SYY | SYSCO CORP | 11 | 11 | 0.10% | 0.19% | 0.28% | Q4 2021 | Q2 2024 | 11 |
ADI | ANALOG DEVICES INC COM... | 11 | 11 | 0.11% | 0.19% | 0.27% | Q4 2021 | Q2 2024 | 11 |
ORLY | OREILLY AUTOMOTIVE INC... | 11 | 11 | 0.13% | 0.18% | 0.23% | Q4 2021 | Q2 2024 | 11 |
EQIX | EQUINIX INC COM | 11 | 11 | 0.14% | 0.17% | 0.20% | Q4 2021 | Q2 2024 | 11 |
LHX | L3HARRIS TECHNOLOGIES ... | 11 | 11 | 0.11% | 0.17% | 0.24% | Q4 2021 | Q2 2024 | 11 |
HON | HONEYWELL INTL INC | 11 | 11 | 0.11% | 0.17% | 0.23% | Q4 2021 | Q2 2024 | 11 |
UTHR | UNITED THERAPEUTICS CO... | 11 | 11 | 0.11% | 0.15% | 0.22% | Q4 2021 | Q2 2024 | 11 |
O | REALTY INCOME CORP COM | 11 | 11 | 0.10% | 0.15% | 0.21% | Q4 2021 | Q2 2024 | 11 |
PSX | PHILLIPS 66 COM | 11 | 11 | 0.11% | 0.15% | 0.18% | Q4 2021 | Q2 2024 | 11 |
RY | ROYAL BK CDA SUSTAINABL | 11 | 11 | 0.08% | 0.15% | 0.20% | Q4 2021 | Q2 2024 | 11 |
TXT | TEXTRON INC | 11 | 11 | 0.13% | 0.14% | 0.15% | Q4 2021 | Q2 2024 | 11 |
NVS | NOVARTIS AG SPONSORED ADR | 11 | 11 | 0.11% | 0.14% | 0.16% | Q4 2021 | Q2 2024 | 11 |
DCI | DONALDSON INC | 11 | 11 | 0.10% | 0.13% | 0.16% | Q4 2021 | Q2 2024 | 11 |
SBRA | SABRA HEALTH CARE REIT... | 11 | 11 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q2 2024 | 11 |
ASX | ASE TECHNOLOGY HOLDING... | 11 | 11 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q2 2024 | 11 |
DIS | DISNEY WALT CO COM | 10 | 10 | 0.17% | 0.40% | 0.64% | Q4 2021 | Q1 2024 | 10 |
BSCO | INVESCO EXCH TRD SLF I... | 7 | 3 | 0.15% | 0.35% | 1.10% | Q4 2021 | Q2 2024 | 10 |
XOM | EXXON MOBIL CORP | 10 | 10 | 0.13% | 0.24% | 0.62% | Q1 2022 | Q2 2024 | 10 |
CAG | CONAGRA BRANDS INC | 10 | 10 | 0.10% | 0.14% | 0.18% | Q4 2021 | Q1 2024 | 10 |
MS | MORGAN STANLEY COM USD... | 10 | 10 | 0.11% | 0.13% | 0.15% | Q1 2022 | Q2 2024 | 10 |
MGM | MGM RESORTS INTERNATIO... | 8 | 2 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q2 2024 | 10 |
EPD | ENTERPRISE PRODS PARTN... | 10 | 10 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q2 2024 | 10 |
AEP | AMERICAN ELEC PWR CO I... | 7 | 3 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q2 2024 | 10 |
CIM | CHIMERA INVT CORP | 10 | 10 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q1 2024 | 10 |
GOOG | ALPHABET INC CAP STK CL C | 6 | 3 | 1.05% | 1.29% | 1.47% | Q4 2021 | Q2 2024 | 9 |
PFE | PFIZER INC | 9 | 9 | 0.55% | 1.09% | 1.56% | Q4 2021 | Q4 2023 | 9 |
LTHM | LIVENT CORP COM | 9 | 9 | 0.28% | 0.61% | 0.98% | Q4 2021 | Q4 2023 | 9 |
DVN | DEVON ENERGY CORP NEW | 5 | 4 | 0.11% | 0.38% | 0.85% | Q1 2022 | Q2 2024 | 9 |
VOO | VANGUARD INDEX FUNDS S... | 6 | 3 | 0.17% | 0.18% | 0.20% | Q4 2021 | Q2 2024 | 9 |
IJR | ISHARES TR | 6 | 3 | 0.11% | 0.16% | 0.20% | Q4 2021 | Q2 2024 | 9 |
IWP | ISHARES TR RUS MD CP G... | 6 | 3 | 0.09% | 0.13% | 0.18% | Q4 2021 | Q2 2024 | 9 |
IVW | ISHARES TR | 6 | 3 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q2 2024 | 9 |
ED | CONSOLIDATED EDISON IN... | 7 | 2 | 0.08% | 0.11% | 0.13% | Q1 2022 | Q2 2024 | 9 |
MFA FINL INC COM | 9 | 9 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q2 2024 | 9 | |
OMC | OMNICOM GROUP INC COM ... | 8 | 8 | 0.49% | 0.95% | 1.11% | Q3 2022 | Q2 2024 | 8 |
GNRC | GENERAC HLDGS INC COM ... | 8 | 8 | 0.26% | 0.52% | 0.66% | Q3 2022 | Q2 2024 | 8 |
PKG | PACKAGING CORP OF AMER... | 8 | 8 | 0.23% | 0.36% | 0.46% | Q3 2022 | Q2 2024 | 8 |
TWLO | TWILIO INC CL A | 8 | 8 | 0.11% | 0.33% | 0.85% | Q4 2021 | Q3 2023 | 8 |
MED | MEDIFAST INC | 8 | 8 | 0.14% | 0.32% | 0.50% | Q4 2021 | Q3 2023 | 8 |
BABA | ALIBABA GROUP HOLDING ... | 8 | 8 | 0.14% | 0.23% | 0.34% | Q4 2021 | Q3 2023 | 8 |
LYB | LYONDELLBASELL INDUSTR... | 7 | 1 | 0.09% | 0.20% | 0.24% | Q4 2021 | Q2 2024 | 8 |
ZTS | ZOETIS INC | 8 | 8 | 0.14% | 0.19% | 0.24% | Q3 2022 | Q2 2024 | 8 |
CLX | CLOROX CO DEL | 8 | 8 | 0.12% | 0.18% | 0.26% | Q4 2021 | Q3 2023 | 8 |
NFLX | NETFLIX INC | 7 | 1 | 0.08% | 0.17% | 0.26% | Q4 2021 | Q2 2024 | 8 |
CPRT | COPART INC COM USD0.0001 | 8 | 8 | 0.14% | 0.17% | 0.19% | Q3 2022 | Q2 2024 | 8 |
D | DOMINION ENERGY INC COM | 8 | 8 | 0.10% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 8 |
NRG | NRG ENERGY INC | 8 | 8 | 0.11% | 0.17% | 0.22% | Q3 2022 | Q2 2024 | 8 |
VICI | VICI PPTYS INC COM | 8 | 8 | 0.11% | 0.15% | 0.17% | Q2 2022 | Q1 2024 | 8 |
EMR | EMERSON ELEC CO | 5 | 1 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q2 2024 | 8 |
AFL | AFLAC INC COM USD0.10 | 7 | 1 | 0.10% | 0.12% | 0.13% | Q1 2022 | Q2 2024 | 8 |
JMIA | JUMIA TECHNOLOGIES AG ... | 8 | 8 | 0.02% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 8 |
HIMX | HIMAX TECHNOLOGIES INC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
LRCX | LAM RESEARCH CORP COM ... | 7 | 7 | 0.35% | 1.08% | 1.60% | Q4 2022 | Q2 2024 | 7 |
REGN | REGENERON PHARMACEUTIC... | 7 | 7 | 0.41% | 0.96% | 1.35% | Q4 2022 | Q2 2024 | 7 |
STLD | STEEL DYNAMICS INC | 7 | 7 | 0.55% | 0.84% | 1.11% | Q4 2022 | Q2 2024 | 7 |
BX | BLACKSTONE INC | 7 | 7 | 0.36% | 0.69% | 0.90% | Q4 2022 | Q2 2024 | 7 |
ATVI | ACTIVISION BLIZZARD IN... | 7 | 7 | 0.49% | 0.65% | 0.72% | Q4 2021 | Q2 2023 | 7 |
ETSY | ETSY INC COM | 7 | 7 | 0.22% | 0.34% | 0.55% | Q4 2021 | Q2 2023 | 7 |
VMW | VMWARE INC | 7 | 7 | 0.26% | 0.31% | 0.34% | Q4 2021 | Q2 2023 | 7 |
OMCL | OMNICELL COM COM | 7 | 7 | 0.15% | 0.28% | 0.44% | Q4 2021 | Q2 2023 | 7 |
CDNS | CADENCE DESIGN SYSTEMS... | 7 | 7 | 0.13% | 0.26% | 0.36% | Q4 2022 | Q2 2024 | 7 |
SNOW | SNOWFLAKE INC CL A | 7 | 7 | 0.14% | 0.22% | 0.37% | Q4 2021 | Q2 2023 | 7 |
CG | CARLYLE GROUP INC COM | 7 | 7 | 0.17% | 0.20% | 0.23% | Q4 2022 | Q2 2024 | 7 |
MOAT | VANECK ETF TRUST MRNGS... | 7 | 7 | 0.14% | 0.19% | 0.24% | Q4 2022 | Q2 2024 | 7 |
CHD | CHURCH &DWIGHT CO INC COM | 7 | 7 | 0.13% | 0.16% | 0.20% | Q4 2021 | Q2 2023 | 7 |
SPG | SIMON PROPERTY GROUP INC | 4 | 3 | 0.11% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 7 |
PLD | PROLOGIS INC. COM | 7 | 7 | 0.10% | 0.13% | 0.15% | Q4 2022 | Q2 2024 | 7 |
BCE | BCE INC COM NEW ISIN #... | 7 | 7 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q2 2023 | 7 |
GSK PLC SPON ADS EACH ... | 7 | 7 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q2 2024 | 7 | |
GGG | GRACO INC | 6 | 6 | 0.13% | 0.41% | 0.60% | Q1 2023 | Q2 2024 | 6 |
BSCN | INVESCO EXCH TRD SLF I... | 3 | 3 | 0.29% | 0.38% | 0.54% | Q4 2021 | Q3 2023 | 6 |
ROKU | ROKU INC COM CL A | 4 | 2 | 0.12% | 0.26% | 0.59% | Q4 2021 | Q2 2023 | 6 |
NTRS | NORTHERN TRUST CORP CO... | 6 | 6 | 0.13% | 0.20% | 0.30% | Q1 2023 | Q2 2024 | 6 |
WFC | WELLS FARGO CO NEW | 5 | 1 | 0.14% | 0.15% | 0.21% | Q2 2022 | Q2 2024 | 6 |
SPYG | SPDR SER TR | 5 | 1 | 0.12% | 0.15% | 0.18% | Q4 2022 | Q2 2024 | 6 |
LINDE PLC COM EUR0.001 | 6 | 6 | 0.11% | 0.12% | 0.16% | Q1 2023 | Q2 2024 | 6 | |
NEO | NEOGENOMICS INC | 6 | 6 | 0.06% | 0.10% | 0.21% | Q4 2021 | Q1 2023 | 6 |
SAN | BANCO SANTANDER S.A. ADR | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q2 2024 | 6 |
ASML | ASML HOLDING N V | 5 | 5 | 0.21% | 0.86% | 1.24% | Q2 2023 | Q2 2024 | 5 |
MMM | 3M CO | 4 | 1 | 0.12% | 0.70% | 1.17% | Q4 2021 | Q2 2024 | 5 |
WSM | WILLIAMS SONOMA INC | 5 | 5 | 0.15% | 0.55% | 0.86% | Q2 2023 | Q2 2024 | 5 |
VLO | VALERO ENERGY CORP | 5 | 5 | 0.14% | 0.46% | 0.72% | Q2 2023 | Q2 2024 | 5 |
CVS | CVS HEALTH CORPORATION... | 5 | 5 | 0.13% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
LIN | LINDE PLC | 5 | 5 | 0.13% | 0.14% | 0.16% | Q4 2021 | Q4 2022 | 5 |
SWKS | SKYWORKS SOLUTIONS INC | 3 | 2 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q1 2023 | 5 |
TNC | TENNANT CO | 4 | 1 | 0.10% | 0.13% | 0.14% | Q4 2021 | Q2 2023 | 5 |
ICE | INTERCONTINENTAL EXCHA... | 3 | 2 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q2 2024 | 5 |
MVIS | MICROVISION INC DEL | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
ECL | ECOLAB INC | 4 | 4 | 0.59% | 0.78% | 1.01% | Q4 2021 | Q3 2022 | 4 |
BSCM | INVESCO EXCH TRD SLF I... | 4 | 4 | 0.23% | 0.49% | 1.17% | Q4 2021 | Q3 2022 | 4 |
MKTX | MARKETAXESS HLDGS INC | 4 | 4 | 0.20% | 0.34% | 0.42% | Q3 2023 | Q2 2024 | 4 |
SQ | BLOCK INC | 4 | 4 | 0.18% | 0.29% | 0.43% | Q4 2021 | Q3 2022 | 4 |
LEN | LENNAR CORP | 4 | 4 | 0.13% | 0.26% | 0.39% | Q3 2023 | Q2 2024 | 4 |
UNP | UNION PAC CORP | 3 | 1 | 0.10% | 0.16% | 0.19% | Q2 2023 | Q2 2024 | 4 |
BAC | BK OF AMERICA CORP | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2021 | Q3 2022 | 4 |
ANGL | VANECK ETF TRUST | 4 | 4 | 0.12% | 0.16% | 0.25% | Q4 2021 | Q3 2022 | 4 |
ETR | ENTERGY CORP NEW | 4 | 4 | 0.15% | 0.15% | 0.16% | Q3 2023 | Q2 2024 | 4 |
VEEV | VEEVA SYSTEMS INC | 3 | 1 | 0.11% | 0.14% | 0.15% | Q4 2021 | Q1 2023 | 4 |
DSL | DOUBLELINE INCOME SOLU... | 4 | 4 | 0.08% | 0.12% | 0.15% | Q4 2021 | Q3 2022 | 4 |
SPYV | SPDR SER TR | 4 | 4 | 0.11% | 0.12% | 0.12% | Q3 2023 | Q2 2024 | 4 |
ATKR | ATKORE INC | 4 | 4 | 0.09% | 0.12% | 0.13% | Q3 2023 | Q2 2024 | 4 |
BOTZ | GLOBAL X FDS | 2 | 2 | 0.10% | 0.11% | 0.13% | Q4 2021 | Q4 2022 | 4 |
EXC | EXELON CORP | 3 | 1 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q2 2023 | 4 |
PWR | QUANTA SVCS INC | 2 | 2 | 0.08% | 0.11% | 0.13% | Q1 2023 | Q2 2024 | 4 |
TIP | ISHARES TR | 3 | 3 | 0.60% | 0.65% | 0.73% | Q4 2021 | Q2 2022 | 3 |
FB | META PLATFORMS INC | 3 | 3 | 0.27% | 0.39% | 0.53% | Q4 2021 | Q2 2022 | 3 |
CB | CHUBB LIMITED | 3 | 3 | 0.14% | 0.21% | 0.26% | Q4 2023 | Q2 2024 | 3 |
CMCSA | COMCAST CORP NEW | 3 | 3 | 0.11% | 0.19% | 0.24% | Q4 2023 | Q2 2024 | 3 |
PYPL | PAYPAL HLDGS INC | 2 | 1 | 0.12% | 0.16% | 0.22% | Q4 2021 | Q3 2022 | 3 |
FIVN | FIVE9 INC | 3 | 3 | 0.13% | 0.15% | 0.17% | Q4 2021 | Q2 2022 | 3 |
FDX | FEDEX CORP COM USD0.10 | 3 | 3 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q2 2023 | 3 |
EXPD | EXPEDITORS INTL WASH INC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q4 2023 | Q2 2024 | 3 |
EIX | EDISON INTL | 3 | 3 | 0.10% | 0.13% | 0.18% | Q1 2023 | Q3 2023 | 3 |
JD | JD.COM INC | 3 | 3 | 0.10% | 0.13% | 0.14% | Q4 2021 | Q2 2022 | 3 |
IBM | INTERNATIONAL BUSINESS... | 3 | 3 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q2 2022 | 3 |
DEO | DIAGEO PLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q2 2023 | 3 |
NBIX | NEUROCRINE BIOSCIENCES... | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
KLIC | KULICKE & SOFFA INDS INC | 2 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q2 2023 | 3 |
PII | POLARIS INC | 2 | 1 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q2 2023 | 3 |
DG | DOLLAR GEN CORP NEW | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2023 | Q2 2024 | 3 |
GGN | GAMCO GLOBAL GOLD NAT ... | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
SCHB | SCHWAB STRATEGIC TR | 2 | 2 | 0.31% | 0.31% | 0.32% | Q3 2022 | Q4 2022 | 2 |
T | AT&T INC | 2 | 2 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q1 2022 | 2 |
VANECK ETF TRUST | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2024 | Q2 2024 | 2 | |
HUBS | HUBSPOT INC | 2 | 2 | 0.14% | 0.17% | 0.19% | Q4 2021 | Q1 2022 | 2 |
VCSH | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.16% | 0.16% | 0.17% | Q3 2022 | Q4 2022 | 2 |
PLUG | PLUG POWER INC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2021 | Q1 2022 | 2 |
FSLR | FIRST SOLAR INC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2024 | Q2 2024 | 2 |
SMCI | SUPER MICRO COMPUTER INC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2024 | Q2 2024 | 2 |
NUE | NUCOR CORP | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2024 | Q2 2024 | 2 |
HSY | HERSHEY CO | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2024 | Q2 2024 | 2 |
CMS | CMS ENERGY CORP | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2022 | Q2 2022 | 2 |
GM | GENERAL MTRS CO COM | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2023 | 2 |
AMAT | APPLIED MATLS INC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2024 | Q2 2024 | 2 |
CNP | CENTERPOINT ENERGY INC | 1 | 1 | 0.10% | 0.11% | 0.11% | Q1 2022 | Q4 2022 | 2 |
FNF | FIDELITY NATIONAL FINA... | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
IGHG | PROSHARES TR | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
SHARPLINK GAMING LTD C... | 2 | 2 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q1 2023 | 2 | |
ARCADIUM LITHIUM PLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q1 2024 | Q2 2024 | 2 | |
MFA | MFA FINL INC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
SC | SANTANDER CONSUMER USA... | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
IVV | ISHARES TR | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2024 | Q2 2024 | 1 |
VUG | VANGUARD INDEX FDS | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
VB | VANGUARD INDEX FDS | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
NEOG | NEOGEN CORP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
FTCS | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
VTI | VANGUARD INDEX FDS | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2024 | Q2 2024 | 1 |
MASI | MASIMO CORP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
HYLS | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
IWR | ISHARES TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2024 | Q2 2024 | 1 |
BIL | SPDR SER TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2024 | Q2 2024 | 1 |
ORA | ORMAT TECHNOLOGIES INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
LTC | LTC PPTYS INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
ADSK | AUTODESK INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2024 | Q2 2024 | 1 |
ABNB | AIRBNB INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
EPAM | EPAM SYS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
JCI | JOHNSON CTLS INTL PLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
BKR | BAKER HUGHES COMPANY | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
BAX | BAXTER INTL INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2024 | Q2 2024 | 1 |
LYV | LIVE NATION ENTERTAINM... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
WDAY | WORKDAY INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
FNDX | SCHWAB STRATEGIC TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
XMLV | INVESCO EXCH TRADED FD... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
CARR | CARRIER GLOBAL CORPORA... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
SDVY | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2024 | Q2 2024 | 1 |
SAM | BOSTON BEER INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
IEFA | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2024 | Q2 2024 | 1 |
EXR | EXTRA SPACE STORAGE INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2024 | Q2 2024 | 1 |
SHARPLINK GAMING LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 | |
HBAN | HUNTINGTON BANCSHARES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
GOLDMAN SACHS BDC INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 | |
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The securities at the top of the list , including APPLE INC, NVIDIA CORPORATION COM, and UNITEDHEALTH GROUP INC, are the highest-conviction holdings of Stiles Financial Services Inc.
The conviction is calculated by counting the number of quarters a security has been reported by Stiles Financial Services Inc. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Stiles Financial Services Inc owns currently or has owned in the past.