Congress Wealth Management LLC / DE / holdings history

Add to watchlist

830 is the total number of securities Congress Wealth Management LLC / DE / has owned. The longest Congress Wealth Management LLC / DE / has owned a single stock is 8 quarters.

Congress Wealth Management LLC / DE / historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
XLK TECHNOLOGY SELECT SECT...883.14%3.80%4.34%Q4 2021Q3 20238
JMBS JANUS HENDERSON MORTGA...881.90%2.51%3.09%Q4 2021Q3 20238
XLE SELECT SECTOR SPDR TR881.58%2.07%2.46%Q4 2021Q3 20238
XLV SELECT SECTOR SPDR TR880.58%1.94%2.84%Q4 2021Q3 20238
AAPL APPLE INC881.60%1.81%2.15%Q4 2021Q3 20238
XLF SELECT SECTOR SPDR TR881.18%1.60%1.93%Q4 2021Q3 20238
XLY SELECT SECTOR SPDR TR880.89%1.50%2.24%Q4 2021Q3 20238
KO COCA COLA CO COM881.20%1.49%1.70%Q4 2021Q3 20238
PAVE GLOBAL X U.S. INFRASTR...881.03%1.40%1.85%Q4 2021Q3 20238
IEF ISHARES TR880.01%1.25%3.18%Q4 2021Q3 20238
EZU ISHARES INC MSCI EMUIN...880.80%1.25%1.91%Q4 2021Q3 20238
MSFT MICROSOFT CORP881.00%1.10%1.29%Q4 2021Q3 20238
EFA ISHARES TR880.85%1.07%1.28%Q4 2021Q3 20238
XLC SELECT SECTOR SPDR TR880.61%0.99%1.47%Q4 2021Q3 20238
FLGB FRANKLIN TEMPLETON ETF TR880.76%0.97%1.29%Q4 2021Q3 20238
FMB FIRST TRUST MANAGED MU...880.65%0.95%1.27%Q4 2021Q3 20238
EWJ ISHARES MSCI JAPAN ETF880.85%0.91%1.00%Q4 2021Q3 20238
XLI SELECT SECTOR SPDR TR880.76%0.86%1.20%Q4 2021Q3 20238
XLP SELECT SECTOR SPDR TR880.01%0.81%1.85%Q4 2021Q3 20238
SPSM SPDR SER TR880.11%0.81%1.41%Q4 2021Q3 20238
IYW ISHARES TR880.71%0.81%0.95%Q4 2021Q3 20238
COMB GRANITESHARES ETF TR880.01%0.78%1.48%Q4 2021Q3 20238
SPBO SPDR SER TR880.04%0.78%1.64%Q4 2021Q3 20238
JAAA JANUS HENDERSON AAA CL...880.61%0.73%0.89%Q4 2021Q3 20238
COST COSTCO WHSL CORP NEW880.66%0.70%0.73%Q4 2021Q3 20238
SCHX SCHWAB U.S. LARGE-CAP ETF880.51%0.69%0.86%Q4 2021Q3 20238
UNH UNITEDHEALTH GROUP INC880.54%0.63%0.72%Q4 2021Q3 20238
SRLN SSGA ACTIVE ETF TR BLK...880.32%0.62%1.58%Q4 2021Q3 20238
HD HOME DEPOT INC880.52%0.60%0.68%Q4 2021Q3 20238
PFF ISHARES TR880.44%0.59%0.71%Q4 2021Q3 20238
ACN ACCENTURE PLC IRELAND880.55%0.58%0.64%Q4 2021Q3 20238
V VISA INC880.46%0.57%0.65%Q4 2021Q3 20238
GS GOLDMAN SACHS GROUP INC880.01%0.56%4.37%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO COM880.48%0.53%0.59%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION880.30%0.51%0.95%Q4 2021Q3 20238
SPSC SPS COMM INC COM880.46%0.51%0.62%Q4 2021Q3 20238
ICSH ISHARES TR880.04%0.50%1.22%Q4 2021Q3 20238
VHT VANGUARD WORLD FDS880.39%0.49%0.55%Q4 2021Q3 20238
IEFA ISHARES TR880.38%0.49%0.59%Q4 2021Q3 20238
PAYC PAYCOM SOFTWARE INC COM880.22%0.49%0.62%Q4 2021Q3 20238
HON HONEYWELL INTL INC880.20%0.49%1.04%Q4 2021Q3 20238
GOOGL GOOGLE INC880.37%0.48%0.56%Q4 2021Q3 20238
CME CME GROUP INC880.38%0.45%0.49%Q4 2021Q3 20238
DRI DARDEN RESTAURANTS INC880.32%0.45%0.68%Q4 2021Q3 20238
EPP ISHARES INC MSCI PACIF...880.06%0.44%0.69%Q4 2021Q3 20238
CVX CHEVRON CORP NEW COM880.22%0.44%0.59%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO COM880.38%0.43%0.49%Q4 2021Q3 20238
ZTS ZOETIS INC COM CL A880.36%0.43%0.53%Q4 2021Q3 20238
CIEN CIENA CORP880.22%0.41%0.55%Q4 2021Q3 20238
QLYS QUALYS INC880.35%0.41%0.49%Q4 2021Q3 20238
AMZN AMAZON.COM INC880.30%0.41%0.48%Q4 2021Q3 20238
CTAS CINTAS CORP880.33%0.40%0.60%Q4 2021Q3 20238
FNCL FIDELITY MSCI FINANCIA...880.30%0.40%0.46%Q4 2021Q3 20238
IVV ISHARES TR880.16%0.38%0.80%Q4 2021Q3 20238
CAT CATERPILLAR INC COM880.25%0.38%0.61%Q4 2021Q3 20238
SYK STRYKER CORPORATION880.27%0.38%0.48%Q4 2021Q3 20238
MPWR MONOLITHIC PWR SYS INC...880.30%0.37%0.44%Q4 2021Q3 20238
ENTG ENTEGRIS INC COM880.21%0.36%0.52%Q4 2021Q3 20238
POOL POOL CORP COM880.31%0.35%0.44%Q4 2021Q3 20238
MLM MARTIN MARIETTA MATLS ...880.25%0.35%0.60%Q4 2021Q3 20238
HZNP HORIZON THERAPEUTICS P...880.01%0.35%0.66%Q4 2021Q3 20238
CPRT COPART INC880.29%0.34%0.42%Q4 2021Q3 20238
ABBV ABBVIE INC COM880.26%0.34%0.40%Q4 2021Q3 20238
KEYS KEYSIGHT TECHNOLOGIES ...880.22%0.33%0.40%Q4 2021Q3 20238
STE STERIS PLC SHS USD880.30%0.32%0.36%Q4 2021Q3 20238
MTD METTLER TOLEDO INTL INCF880.23%0.32%0.38%Q4 2021Q3 20238
SNPS SYNOPSYS INC COM880.29%0.32%0.35%Q4 2021Q3 20238
ADBE ADOBE SYSTEMS INCORPOR...880.24%0.32%0.38%Q4 2021Q3 20238
COP CONOCOPHILLIPS COM880.19%0.31%0.40%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON COM880.26%0.31%0.34%Q4 2021Q3 20238
NEE NEXTERA ENERGY INC COM880.21%0.31%0.36%Q4 2021Q3 20238
RJF RAYMOND JAMES FINL INC880.25%0.30%0.36%Q4 2021Q3 20238
RMD RESMED INC COM880.18%0.30%0.35%Q4 2021Q3 20238
DIOD DIODES INC COM880.22%0.30%0.36%Q4 2021Q3 20238
EMB ISHARES TR880.19%0.29%0.35%Q4 2021Q3 20238
FLJP FRANKLIN TEMPLETON ETF TR880.22%0.29%0.33%Q4 2021Q3 20238
EOG EOG RESOURCES INC880.19%0.29%0.36%Q4 2021Q3 20238
ADI ANALOG DEVICES INC COM880.24%0.29%0.36%Q4 2021Q3 20238
MRK MERCK & CO INC880.18%0.29%0.37%Q4 2021Q3 20238
WST WEST PHARMACEUTICAL SV...880.21%0.29%0.35%Q4 2021Q3 20238
LLY LILLY ELI & CO COM880.01%0.29%0.40%Q4 2021Q3 20238
CRL CHARLES RIV LABS INTL ...880.22%0.28%0.38%Q4 2021Q3 20238
COO COOPER COS INC880.24%0.28%0.33%Q4 2021Q3 20238
PXD PIONEER NATURAL RESOUR...880.22%0.28%0.32%Q4 2021Q3 20238
TDY TELEDYNE TECHNOLOGIES ...880.23%0.28%0.33%Q4 2021Q3 20238
IEX IDEX CORP COM880.23%0.27%0.33%Q4 2021Q3 20238
ITW ILLINOIS TOOL WKS INC COM880.23%0.27%0.32%Q4 2021Q3 20238
CHD CHURCH & DWIGHT INC880.24%0.27%0.30%Q4 2021Q3 20238
VOO VANGUARD S&P 500 ETF880.06%0.27%0.45%Q4 2021Q3 20238
INTU INTUIT INC880.24%0.27%0.31%Q4 2021Q3 20238
BR BROADRIDGE FIN SOL880.24%0.27%0.29%Q4 2021Q3 20238
WSM WILLIAMS SONOMA INC880.04%0.26%0.36%Q4 2021Q3 20238
CSCO CISCO SYS INC880.22%0.26%0.30%Q4 2021Q3 20238
SHW SHERWIN WILLIAMS CO COM880.24%0.26%0.29%Q4 2021Q3 20238
ABG ASBURY AUTOMOTIVE GROU...880.14%0.26%0.32%Q4 2021Q3 20238
AMGN AMGEN INC880.20%0.26%0.30%Q4 2021Q3 20238
ETN EATON CORP PLC SHS880.21%0.26%0.32%Q4 2021Q3 20238
PEP PEPSICO INC COM880.04%0.26%0.33%Q4 2021Q3 20238
ROP ROPER TECHNOLOGIES INC880.22%0.26%0.29%Q4 2021Q3 20238
UPS UNITED PARCEL SERVICE INC880.21%0.26%0.29%Q4 2021Q3 20238
NXPI NXP SEMICONDUCTORS N V...880.21%0.25%0.30%Q4 2021Q3 20238
FCX FREEPORT-MCMORAN INC880.20%0.25%0.30%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TRUST880.12%0.25%0.39%Q4 2021Q3 20238
NKE NIKE INC CLASS B880.20%0.25%0.29%Q4 2021Q3 20238
BAH BOOZ ALLEN HAMILTON HL...880.18%0.25%0.28%Q4 2021Q3 20238
TEL TE CONNECTIVITY LTD880.22%0.24%0.28%Q4 2021Q3 20238
CL COLGATE PALMOLIVE CO COM880.20%0.24%0.28%Q4 2021Q3 20238
RPM RPM INTL INC COM880.20%0.24%0.29%Q4 2021Q3 20238
MCD MCDONALDS CORP COM880.04%0.24%0.34%Q4 2021Q3 20238
DJP IPATH BLOOMBERG COMMOD...880.02%0.23%0.59%Q4 2021Q3 20238
ABT ABBOTT LABS COM880.03%0.23%0.28%Q4 2021Q3 20238
BKLN POWERSHARES ETF SENIOR...880.12%0.23%0.36%Q4 2021Q3 20238
EL LAUDER ESTEE COS INC880.11%0.23%0.44%Q4 2021Q3 20238
FCN FTI CONSULTING INC COM880.18%0.23%0.28%Q4 2021Q3 20238
SUI SUN CMNTYS INC880.16%0.22%0.24%Q4 2021Q3 20238
ODFL OLD DOMINION FREIGHT L...880.17%0.22%0.27%Q4 2021Q3 20238
NOW SERVICENOW INC COM880.01%0.21%0.29%Q4 2021Q3 20238
BAC BK OF AMERICA CORP COM880.09%0.21%0.33%Q4 2021Q3 20238
TTWO TAKE-TWO INTERACTIVE S...880.16%0.21%0.25%Q4 2021Q3 20238
TROW T ROWE PRICE GROUP INC880.18%0.20%0.24%Q4 2021Q3 20238
GDX VANECK ETF TRUST880.14%0.20%0.26%Q4 2021Q3 20238
ELF E L F BEAUTY INC COM880.12%0.20%0.31%Q4 2021Q3 20238
VWO VANGUARD INTL EQUITY I...880.15%0.19%0.23%Q4 2021Q3 20238
CCI CROWN CASTLE INTL CORP...880.11%0.19%0.22%Q4 2021Q3 20238
IJR ISHARES TR880.15%0.19%0.23%Q4 2021Q3 20238
AVGO BROADCOM INC COM880.15%0.18%0.23%Q4 2021Q3 20238
FTNT FORTINET INC COM880.12%0.18%0.23%Q4 2021Q3 20238
SWKS SKYWORKS SOLUTIONS INC...880.01%0.18%0.28%Q4 2021Q3 20238
IWF ISHARES TR880.04%0.17%0.81%Q4 2021Q3 20238
NSC NORFOLK SOUTHN CORP880.01%0.17%0.29%Q4 2021Q3 20238
USRT ISHARES TR880.10%0.17%0.22%Q4 2021Q3 20238
SCHA SCHWAB U.S. SMALL-CAP ETF880.12%0.17%0.20%Q4 2021Q3 20238
GOOG ALPHABET INC CAP STK CL C880.10%0.16%0.24%Q4 2021Q3 20238
SUM SUMMIT MATLS INC CL A880.12%0.16%0.22%Q4 2021Q3 20238
MEDP MEDPACE HLDGS INC COM880.12%0.16%0.19%Q4 2021Q3 20238
ZBRA ZEBRA TECHNOLOGIES COR...880.01%0.16%0.40%Q4 2021Q3 20238
SPDW SPDR S&P WORLD EX-US880.12%0.15%0.20%Q4 2021Q3 20238
LULU LULULEMON ATHLETICA INC880.01%0.15%0.26%Q4 2021Q3 20238
VMI VALMONT INDS INC COM880.11%0.15%0.19%Q4 2021Q3 20238
VZ VERIZON COMMUNICATIONS...880.01%0.15%0.24%Q4 2021Q3 20238
AVY AVERY DENNISON CORP COM880.02%0.15%0.28%Q4 2021Q3 20238
SCHM SCHWAB U.S. MID-CAP ETF880.10%0.14%0.18%Q4 2021Q3 20238
URI UNITED RENTALS INC880.04%0.14%0.22%Q4 2021Q3 20238
SCHF SCHWAB STRATEGIC TR880.09%0.14%0.16%Q4 2021Q3 20238
XLRE SELECT SECTOR SPDR TR880.02%0.14%0.31%Q4 2021Q3 20238
VPU VANGUARD WORLD FDS880.07%0.14%0.19%Q4 2021Q3 20238
CHH CHOICE HOTELS INTL INC...880.02%0.14%0.25%Q4 2021Q3 20238
NPO ENPRO INDS INC COM880.06%0.14%0.18%Q4 2021Q3 20238
MUB ISHARES TR880.05%0.14%0.22%Q4 2021Q3 20238
IEMG ISHARES INC880.08%0.13%0.20%Q4 2021Q3 20238
PSX PHILLIPS 66880.09%0.13%0.16%Q4 2021Q3 20238
ONTO ONTO INNOVATION INC COM880.11%0.13%0.17%Q4 2021Q3 20238
WNS WNS HLDGS LTD SPON ADR880.11%0.13%0.16%Q4 2021Q3 20238
SMPL SIMPLY GOOD FOODS CO COM880.10%0.13%0.16%Q4 2021Q3 20238
MBB ISHARES TR880.11%0.13%0.16%Q4 2021Q3 20238
AMAT APPLIED MATLS INC COM880.10%0.13%0.16%Q4 2021Q3 20238
IJH ISHARES TR880.09%0.13%0.15%Q4 2021Q3 20238
TRMB TRIMBLE NAV LTD880.01%0.12%0.25%Q4 2021Q3 20238
BJ BJS WHSL CLUB HLDGS IN...880.03%0.12%0.30%Q4 2021Q3 20238
DD DUPONT DE NEMOURS INC COM880.10%0.12%0.13%Q4 2021Q3 20238
EMLC VANECK ETF TRUST880.02%0.12%0.24%Q4 2021Q3 20238
BOOT BOOT BARN HLDGS INC COM880.09%0.12%0.17%Q4 2021Q3 20238
ICFI ICF INTL INC COM880.09%0.12%0.13%Q4 2021Q3 20238
CWB SPDR SER TR880.10%0.11%0.12%Q4 2021Q3 20238
GOVT ISHARES U.S. TREASURY ...880.09%0.11%0.14%Q4 2021Q3 20238
EQIX EQUINIX INC COM880.07%0.11%0.16%Q4 2021Q3 20238
POWI POWER INTEGRATIONS INC...880.09%0.11%0.14%Q4 2021Q3 20238
XOM EXXON MOBIL CORP COM880.08%0.11%0.16%Q4 2021Q3 20238
PRFT PERFICIENT INC COM880.06%0.11%0.17%Q4 2021Q3 20238
VEEV VEEVA SYS INC CL A COM880.01%0.11%0.20%Q4 2021Q3 20238
SKY SKYLINE CHAMPION CORPO...880.09%0.11%0.14%Q4 2021Q3 20238
AMN AMN HEALTHCARE SVCS IN...880.08%0.11%0.12%Q4 2021Q3 20238
DOW DOW INC COM880.08%0.11%0.12%Q4 2021Q3 20238
SUPN SUPERNUS PHARMACEUTICA...880.07%0.11%0.13%Q4 2021Q3 20238
DXCM DEXCOM INC COM880.05%0.11%0.18%Q4 2021Q3 20238
CHDN CHURCHILL DOWNS INC COM880.05%0.10%0.15%Q4 2021Q3 20238
SPLG SPDR SER TR880.06%0.10%0.30%Q4 2021Q3 20238
IWD ISHARES TR880.02%0.10%0.56%Q4 2021Q3 20238
VYM VANGUARD WHITEHALL FDS880.02%0.10%0.19%Q4 2021Q3 20238
CTVA CORTEVA INC COM880.07%0.10%0.12%Q4 2021Q3 20238
PGTI PGT INNOVATIONS INC COM880.08%0.10%0.13%Q4 2021Q3 20238
VMBS VANGUARD SCOTTSDALE FDS880.01%0.10%0.60%Q4 2021Q3 20238
BCPC BALCHEM CORP COM880.09%0.10%0.10%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.08%0.10%0.11%Q4 2021Q3 20238
VEA VANGUARD TAX-MANAGED FDS880.05%0.09%0.25%Q4 2021Q3 20238
DGRO ISHARES TR880.01%0.09%0.26%Q4 2021Q3 20238
GVI ISHARES TR LEHMAN INTE...880.06%0.09%0.15%Q4 2021Q3 20238
XOP SPDR S&P OIL & GAS EXP...880.03%0.09%0.39%Q4 2021Q3 20238
CNMD CONMED CORP COM880.07%0.09%0.12%Q4 2021Q3 20238
ADSK AUTODESK INC880.05%0.09%0.15%Q4 2021Q3 20238
DLN WISDOMTREE U.S. LARGEC...880.08%0.09%0.09%Q4 2021Q3 20238
ITGR INTEGER HLDGS CORP COM880.06%0.09%0.11%Q4 2021Q3 20238
RWX SPDR INDEX SHS FDS880.06%0.09%0.11%Q4 2021Q3 20238
CNS COHEN & STEERS INC880.08%0.09%0.10%Q4 2021Q3 20238
PGNY PROGYNY INC COM880.06%0.09%0.11%Q4 2021Q3 20238
VSS VANGUARD INTL EQUITY I...880.07%0.09%0.11%Q4 2021Q3 20238
ECL ECOLAB INC COM880.07%0.08%0.10%Q4 2021Q3 20238
ABCB AMERIS BANCORP COM880.07%0.08%0.11%Q4 2021Q3 20238
ORCL ORACLE CORPORATION880.02%0.08%0.29%Q4 2021Q3 20238
ACWI ISHARES TR880.07%0.08%0.09%Q4 2021Q3 20238
NVST ENVISTA HOLDINGS CORPO...880.03%0.08%0.16%Q4 2021Q3 20238
EEM ISHARES TR880.04%0.08%0.19%Q4 2021Q3 20238
TTD THE TRADE DESK INC COM...880.01%0.08%0.20%Q4 2021Q3 20238
C CITIGROUP INC880.06%0.08%0.08%Q4 2021Q3 20238
PEN PENUMBRA INC COM880.03%0.07%0.16%Q4 2021Q3 20238
NEOG NEOGEN CORP880.05%0.07%0.09%Q4 2021Q3 20238
JEPI J P MORGAN EXCHANGE TR...880.01%0.07%0.20%Q4 2021Q3 20238
TMO THERMO FISHER SCIENTIF...880.02%0.07%0.32%Q4 2021Q3 20238
SCHH SCHWAB U.S. REIT ETF880.06%0.07%0.08%Q4 2021Q3 20238
SCHZ SCHWAB US AGGREGATE BO...880.02%0.07%0.37%Q4 2021Q3 20238
TFX TELEFLEX INCORPORATED COM880.02%0.07%0.13%Q4 2021Q3 20238
UBER UBER TECHNOLOGIES INC COM880.05%0.07%0.09%Q4 2021Q3 20238
VTI VANGUARD TOTAL STK MKT880.03%0.07%0.19%Q4 2021Q3 20238
VFH VANGUARD WORLD FDS880.01%0.07%0.11%Q4 2021Q3 20238
IWP ISHARES TR880.01%0.07%0.30%Q4 2021Q3 20238
FB META PLATFORMS INC CL A880.02%0.07%0.28%Q4 2021Q3 20238
SCHP SCHWAB US TIPS ETF880.05%0.07%0.07%Q4 2021Q3 20238
QUAL ISHARES TR880.01%0.07%0.17%Q4 2021Q3 20238
LOW LOWES COS INC COM880.06%0.07%0.07%Q4 2021Q3 20238
RGEN REPLIGEN CORP COM880.02%0.07%0.17%Q4 2021Q3 20238
DIS DISNEY WALT CO COM880.01%0.06%0.21%Q4 2021Q3 20238
BMI BADGER METER INC COM880.01%0.06%0.13%Q4 2021Q3 20238
LQD ISHARES TR880.04%0.06%0.10%Q4 2021Q3 20238
PDBC INVESCO OPTIMUM YIELD ...880.03%0.06%0.11%Q4 2021Q3 20238
TSM TAIWAN SEMICONDUCTOR M...880.04%0.06%0.07%Q4 2021Q3 20238
GLTR ETFS PRECIOUS METALSBA...880.04%0.06%0.08%Q4 2021Q3 20238
BRKA BERKSHIRE HATHAWAY INC...880.05%0.06%0.07%Q4 2021Q3 20238
AMJ JPMORGAN CHASE & CO880.04%0.06%0.07%Q4 2021Q3 20238
CPNG COUPANG INC CL A880.04%0.05%0.07%Q4 2021Q3 20238
SPEM SPDR INDEX SHS FDS S&P...880.04%0.05%0.10%Q4 2021Q3 20238
VWOB VANGUARD WHITEHALL FDS880.04%0.05%0.06%Q4 2021Q3 20238
SHY ISHARES TR880.04%0.05%0.06%Q4 2021Q3 20238
PFE PFIZER INC COM880.03%0.05%0.06%Q4 2021Q3 20238
FM ISHARES MSCI FRONTIER ...880.03%0.05%0.08%Q4 2021Q3 20238
DOL WISDOMTREE TR880.05%0.05%0.05%Q4 2021Q3 20238
DE DEERE & CO COM880.03%0.05%0.07%Q4 2021Q3 20238
MA MASTERCARD INCORPORATED880.04%0.05%0.06%Q4 2021Q3 20238
IAGG ISHARES TR880.04%0.05%0.05%Q4 2021Q3 20238
BX BLACKSTONE INC880.02%0.05%0.07%Q4 2021Q3 20238
BCI ABRDN ETFS880.03%0.05%0.06%Q4 2021Q3 20238
IHDG WISDOMTREE TR880.04%0.05%0.05%Q4 2021Q3 20238
AGG ISHARES TR880.02%0.04%0.21%Q4 2021Q3 20238
SCHR SCHWAB STRATEGIC TR880.02%0.04%0.06%Q4 2021Q3 20238
MTN VAIL RESORTS INC COM880.01%0.04%0.11%Q4 2021Q3 20238
HYLB XTRACKERS USD HIGH YIE...880.03%0.04%0.04%Q4 2021Q3 20238
TIP ISHARES TR880.02%0.04%0.06%Q4 2021Q3 20238
WY WEYERHAEUSER CO MTN BE880.03%0.04%0.04%Q4 2021Q3 20238
CYBR CYBERARK SOFTWARE LTD SHS880.02%0.04%0.05%Q4 2021Q3 20238
CDW CDW CORP COM880.02%0.04%0.05%Q4 2021Q3 20238
LMAT LEMAITRE VASCULAR INC COM880.01%0.04%0.12%Q4 2021Q3 20238
WHD CACTUS INC CL A880.02%0.04%0.05%Q4 2021Q3 20238
ADP AUTOMATIC DATA PROCESS...880.03%0.04%0.05%Q4 2021Q3 20238
PODD INSULET CORP COM880.02%0.04%0.05%Q4 2021Q3 20238
SMMD ISHARES TR880.01%0.04%0.07%Q4 2021Q3 20238
HDB HDFC BANK LTD SPONSORE...880.03%0.04%0.04%Q4 2021Q3 20238
APH AMPHENOL CORP NEW880.03%0.03%0.04%Q4 2021Q3 20238
PTC PTC INC COM880.02%0.03%0.05%Q4 2021Q3 20238
IBM INTL BUSINESS MACHINES880.03%0.03%0.05%Q4 2021Q3 20238
MU MICRON TECHNOLOGY INC880.02%0.03%0.05%Q4 2021Q3 20238
UNP UNION PAC CORP COM880.02%0.03%0.04%Q4 2021Q3 20238
WERN WERNER ENTERPRISES INC...880.02%0.03%0.04%Q4 2021Q3 20238
EXPO EXPONENT INC COM880.02%0.03%0.04%Q4 2021Q3 20238
SCHO SCHWAB STRATEGIC TR880.02%0.03%0.04%Q4 2021Q3 20238
VAW VANGUARD WORLD FDS880.01%0.03%0.06%Q4 2021Q3 20238
MMM 3M CO COM880.02%0.03%0.04%Q4 2021Q3 20238
YUMC YUM CHINA HLDGS INC COM880.01%0.03%0.04%Q4 2021Q3 20238
IAU ISHARES GOLD TRUST ETF880.00%0.03%0.09%Q4 2021Q3 20238
ET ENERGY TRANSFER L P880.02%0.03%0.03%Q4 2021Q3 20238
ITOT ISHARES TR880.01%0.03%0.11%Q4 2021Q3 20238
IGOV ISHARES TR S&P/CITIGRO...880.01%0.03%0.04%Q4 2021Q3 20238
HYG ISHARES TR880.01%0.03%0.04%Q4 2021Q3 20238
PZZA PAPA JOHNS INTL INC COM880.02%0.03%0.03%Q4 2021Q3 20238
SCHE SCHWAB STRATEGIC TR880.01%0.02%0.03%Q4 2021Q3 20238
APD AIR PRODS & CHEMS INC COM880.02%0.02%0.03%Q4 2021Q3 20238
PCY POWERSHARES EMERGING M...880.01%0.02%0.03%Q4 2021Q3 20238
MKTX MARKETAXESS HLDGS INC COM880.01%0.02%0.04%Q4 2021Q3 20238
DHR DANAHER CORPORATION880.02%0.02%0.03%Q4 2021Q3 20238
FREL FIDELITY MSCI REAL EST...880.02%0.02%0.04%Q4 2021Q3 20238
NFLX NETFLIX INC880.01%0.02%0.07%Q4 2021Q3 20238
BWX SPDR SER TR880.01%0.02%0.03%Q4 2021Q3 20238
SPMD SPDR SER TR880.01%0.02%0.07%Q4 2021Q3 20238
QCOM QUALCOMM INC COM880.02%0.02%0.04%Q4 2021Q3 20238
IYJ ISHARES TR880.02%0.02%0.02%Q4 2021Q3 20238
FICO FAIR ISAAC CORP880.02%0.02%0.03%Q4 2021Q3 20238
SDY SPDR SER TR S&P DIVID ETF880.02%0.02%0.03%Q4 2021Q3 20238
CRM SALESFORCE INC880.01%0.02%0.03%Q4 2021Q3 20238
CMCSA COMCAST CORP NEW CL A880.02%0.02%0.02%Q4 2021Q3 20238
VNQ VANGUARD REIT INDEX ETF880.01%0.02%0.04%Q4 2021Q3 20238
SPAB SPDR SER TR880.01%0.02%0.05%Q4 2021Q3 20238
RTX RTX CORPORATION880.01%0.02%0.03%Q4 2021Q3 20238
JNK SPDR SER TR880.01%0.02%0.07%Q4 2021Q3 20238
GEM GOLDMAN SACHS ETF TR880.02%0.02%0.02%Q4 2021Q3 20238
MRNA MODERNA INC COM880.01%0.02%0.03%Q4 2021Q3 20238
ASML ASML HOLDING N V N Y R...880.01%0.02%0.03%Q4 2021Q3 20238
ROK ROCKWELL AUTOMATION IN...880.02%0.02%0.02%Q4 2021Q3 20238
SPMB SPDR SER TR880.01%0.02%0.03%Q4 2021Q3 20238
FSR FISKER INC CL A COM STK880.01%0.02%0.03%Q4 2021Q3 20238
MDY SPDR S&P MIDCAP 400 ET...880.01%0.02%0.03%Q4 2021Q3 20238
BMY BRISTOL-MYERS SQUIBB C...880.01%0.02%0.02%Q4 2021Q3 20238
ESML ISHARES TR880.02%0.02%0.02%Q4 2021Q3 20238
MAR MARRIOTT INTL INC NEW880.02%0.02%0.02%Q4 2021Q3 20238
VCR VANGUARD WORLD FDS880.01%0.02%0.03%Q4 2021Q3 20238
CI THE CIGNA GROUP880.01%0.02%0.03%Q4 2021Q3 20238
AMD ADVANCED MICRO DEVICES...880.00%0.02%0.02%Q4 2021Q3 20238
IEI ISHARES TR880.01%0.02%0.02%Q4 2021Q3 20238
NVO NOVO-NORDISK A/S ADR A...880.01%0.02%0.02%Q4 2021Q3 20238
BA BOEING CO COM880.01%0.02%0.03%Q4 2021Q3 20238
SLB SCHLUMBERGER LTD COM STK880.01%0.02%0.03%Q4 2021Q3 20238
SBUX STARBUCKS CORP880.01%0.02%0.02%Q4 2021Q3 20238
BABA ALIBABA GROUP HLDG LTD...880.01%0.02%0.02%Q4 2021Q3 20238
HEI HEICO CORP NEW COM880.01%0.02%0.02%Q4 2021Q3 20238
IVW ISHARES TR880.01%0.02%0.02%Q4 2021Q3 20238
INFY INFOSYS TECHNOLOGIES L...880.01%0.02%0.02%Q4 2021Q3 20238
VIG VANGUARD SPECIALIZED F...880.01%0.02%0.03%Q4 2021Q3 20238
ANTM ELEVANCE HEALTH INC COM880.01%0.02%0.02%Q4 2021Q3 20238
AMT AMERICAN TOWER CORP NEW880.01%0.01%0.02%Q4 2021Q3 20238
CORP PIMCO INVESTMENT GRADE...880.00%0.01%0.02%Q4 2021Q3 20238
TER TERADYNE INC COM880.01%0.01%0.02%Q4 2021Q3 20238
WMB WILLIAMS COS INC COM880.01%0.01%0.03%Q4 2021Q3 20238
TJX TJX COS INC NEW COM880.01%0.01%0.02%Q4 2021Q3 20238
EW EDWARDS LIFESCIENCES C...880.01%0.01%0.02%Q4 2021Q3 20238
PFEB INNOVATOR U.S. EQUITY ...880.01%0.01%0.02%Q4 2021Q3 20238
AXP AMERICAN EXPRESS CO COM880.01%0.01%0.01%Q4 2021Q3 20238
IWV ISHARES TR880.01%0.01%0.02%Q4 2021Q3 20238
ALGN ALIGN TECHNOLOGY INC880.01%0.01%0.02%Q4 2021Q3 20238
FTEC FIDELITY MSCI INFORMAT...880.01%0.01%0.02%Q4 2021Q3 20238
WMT WALMART INC COM880.01%0.01%0.01%Q4 2021Q3 20238
CVS CVS HEALTH CORP COM880.00%0.01%0.02%Q4 2021Q3 20238
T AT&T INC COM880.01%0.01%0.02%Q4 2021Q3 20238
IWM ISHARES TR880.01%0.01%0.04%Q4 2021Q3 20238
PM PHILIP MORRIS INTL INC880.01%0.01%0.01%Q4 2021Q3 20238
BLK BLACKROCK INC880.01%0.01%0.04%Q4 2021Q3 20238
HYT BLACKROCK CORPOR HI YL...880.01%0.01%0.01%Q4 2021Q3 20238
GENERAL ELECTRIC CO CO...880.01%0.01%0.02%Q4 2021Q3 20238
TLK P T TELEKOMUNIKASI IND...880.01%0.01%0.01%Q4 2021Q3 20238
SHE SPDR SSGA GENDER DIVER...880.01%0.01%0.01%Q4 2021Q3 20238
HTHT H WORLD GROUP LTD SPON...880.00%0.01%0.02%Q4 2021Q3 20238
AMP AMERIPRISE FINL INC COM880.01%0.01%0.01%Q4 2021Q3 20238
OPEN OPENDOOR TECHNOLOGIES ...880.00%0.01%0.03%Q4 2021Q3 20238
CB CHUBB LIMITED COM880.01%0.01%0.01%Q4 2021Q3 20238
TD TORONTO DOMINION BK ONT880.01%0.01%0.01%Q4 2021Q3 20238
KRMA GLOBAL X FDS880.01%0.01%0.01%Q4 2021Q3 20238
FTSL First Trust Senior Loa...880.01%0.01%0.02%Q4 2021Q3 20238
EPD ENTERPRISE PRODS PARTN...880.01%0.01%0.02%Q4 2021Q3 20238
TXN TEXAS INSTRS INC COM880.01%0.01%0.01%Q4 2021Q3 20238
IDXX IDEXX LABS INC880.01%0.01%0.02%Q4 2021Q3 20238
LMT LOCKHEED MARTIN CORP880.01%0.01%0.02%Q4 2021Q3 20238
GPN GLOBAL PMTS INC880.01%0.01%0.01%Q4 2021Q3 20238
PHD PIONEER FLOATING RATE ...880.01%0.01%0.01%Q4 2021Q3 20238
SPTS SPDR SER TR880.01%0.01%0.01%Q4 2021Q3 20238
SJM SMUCKER J M CO880.01%0.01%0.01%Q4 2021Q3 20238
BDX BECTON DICKINSON & CO COM880.01%0.01%0.01%Q4 2021Q3 20238
USHY ISHARES TR880.01%0.01%0.01%Q4 2021Q3 20238
PNC PNC FINL SVCS GROUP IN...880.01%0.01%0.01%Q4 2021Q3 20238
LRCX LAM RESEARCH CORP880.01%0.01%0.01%Q4 2021Q3 20238
MO ALTRIA GROUP INC COM880.01%0.01%0.01%Q4 2021Q3 20238
GILD GILEAD SCIENCES INC880.01%0.01%0.01%Q4 2021Q3 20238
FHLC FIDELITY MSCI HEALTH C...880.01%0.01%0.01%Q4 2021Q3 20238
JKS JINKOSOLAR HLDG CO LTD...880.00%0.01%0.01%Q4 2021Q3 20238
GLOB GLOBANT S A COM880.01%0.01%0.01%Q4 2021Q3 20238
IBND SPDR SER TR880.01%0.01%0.01%Q4 2021Q3 20238
DGRW WISDOMTREE US QUALITY ...880.01%0.01%0.02%Q4 2021Q3 20238
IWB ISHARES TR RUSSELL 100...880.01%0.01%0.01%Q4 2021Q3 20238
BKNG PRICELINE.COM INC880.01%0.01%0.01%Q4 2021Q3 20238
AME AMETEK INC COM880.01%0.01%0.01%Q4 2021Q3 20238
LHX L3HARRIS TECHNOLOGIES ...880.01%0.01%0.01%Q4 2021Q3 20238
FNDF SCHWAB STRATEGIC TR880.01%0.01%0.01%Q4 2021Q3 20238
HCA HCA INC880.01%0.01%0.01%Q4 2021Q3 20238
CNC CENTENE CORP DEL COM880.01%0.01%0.01%Q4 2021Q3 20238
ES EVERSOURCE ENERGY COM880.00%0.01%0.01%Q4 2021Q3 20238
CARR CARRIER GLOBAL CORPORA...880.01%0.01%0.01%Q4 2021Q3 20238
IWR ISHARES TR RUSSELL MID...880.01%0.01%0.01%Q4 2021Q3 20238
GLW CORNING INC COM880.01%0.01%0.01%Q4 2021Q3 20238
AON AON PLC880.00%0.01%0.01%Q4 2021Q3 20238
IWS ISHARES TR880.00%0.01%0.01%Q4 2021Q3 20238
FOF COHEN & STEERS CLOSED-...880.00%0.01%0.01%Q4 2021Q3 20238
CZWI CITIZENS CMNTY BANCORP...880.00%0.00%0.01%Q4 2021Q3 20238
EVV EATON VANCE LTD DURATI...880.00%0.00%0.01%Q4 2021Q3 20238
CASA CASA SYS INC COM880.00%0.00%0.01%Q4 2021Q3 20238
LUMN LUMEN TECHNOLOGIES INC...880.00%0.00%0.01%Q4 2021Q3 20238
WORLD GOLD TR771.28%1.50%1.72%Q1 2022Q3 20237
AVEM AVANTIS EMERGING MARKE...770.39%0.91%1.55%Q1 2022Q3 20237
TLT ISHARES TR770.01%0.71%1.35%Q4 2021Q2 20237
TSCO TRACTOR SUPPLY CO770.31%0.35%0.39%Q1 2022Q3 20237
ORLY OREILLY AUTOMOTIVE INC770.22%0.29%0.33%Q1 2022Q3 20237
DG DOLLAR GEN CORP NEW770.01%0.28%0.46%Q4 2021Q2 20237
SAIA SAIA INC COM770.21%0.26%0.32%Q1 2022Q3 20237
FND FLOOR & DECOR HLDGS IN...770.18%0.24%0.30%Q4 2021Q2 20237
XBI SPDR SER TR770.02%0.22%0.52%Q1 2022Q3 20237
DOV DOVER CORP COM770.02%0.21%0.27%Q4 2021Q2 20237
QQQ POWERSHARES QQQ TR610.05%0.20%0.94%Q4 2021Q3 20237
AKAM AKAMAI TECHNOLOGIES INC770.17%0.19%0.22%Q4 2021Q2 20237
FIX COMFORT SYS USA INC COM770.12%0.18%0.23%Q1 2022Q3 20237
MKC MCCORMICK & CO INC COM...770.01%0.18%0.26%Q4 2021Q2 20237
TSLA TESLA INC COM770.02%0.17%0.36%Q1 2022Q3 20237
LNTH LANTHEUS HLDGS INC COM770.10%0.15%0.18%Q4 2021Q2 20237
EBC EASTERN BANKSHARES INC...770.06%0.08%0.10%Q4 2021Q2 20237
UCTT ULTRA CLEAN HLDGS INC COM770.07%0.08%0.10%Q1 2022Q3 20237
IYH ISHARES TR DOW JONES U...430.04%0.07%0.11%Q4 2021Q3 20237
VDE VANGUARD WORLD FDS430.05%0.07%0.08%Q4 2021Q3 20237
ST SENSATA TECHNOLOGIES H...770.01%0.05%0.13%Q4 2021Q2 20237
IBP INSTALLED BLDG PRODS I...770.01%0.05%0.15%Q4 2021Q2 20237
VDC VANGUARD WORLD FDS770.01%0.04%0.06%Q4 2021Q2 20237
ENPH ENPHASE ENERGY INC COM770.01%0.04%0.07%Q1 2022Q3 20237
VOX VANGUARD WORLD FDS430.03%0.04%0.07%Q4 2021Q3 20237
PBH PRESTIGE CONSMR HEALTH...770.02%0.04%0.04%Q1 2022Q3 20237
CW CURTISS WRIGHT CORP COM770.02%0.04%0.04%Q1 2022Q3 20237
SNLN HIGHLAND/IBOXX SENIOR ...770.02%0.03%0.04%Q4 2021Q2 20237
VV VANGUARD LARGE-CAP IND...610.00%0.03%0.19%Q4 2021Q3 20237
TRNO TERRENO RLTY CORP COM770.02%0.03%0.04%Q1 2022Q3 20237
MS MORGAN STANLEY610.02%0.03%0.04%Q4 2021Q3 20237
AZEK AZEK CO INC CL A770.02%0.03%0.05%Q1 2022Q3 20237
VGT VANGUARD WORLD FDS770.01%0.03%0.12%Q1 2022Q3 20237
MCK MCKESSON CORP770.02%0.02%0.02%Q1 2022Q3 20237
DFAS DIMENSIONAL US SMALL C...770.01%0.02%0.05%Q1 2022Q3 20237
HYS PIMCO ETF TR770.02%0.02%0.02%Q4 2021Q2 20237
BND VANGUARD TOTAL BOND MA...610.01%0.02%0.04%Q4 2021Q3 20237
ESGU ISHARES TR430.01%0.02%0.02%Q4 2021Q3 20237
MELI MERCADOLIBRE INC770.01%0.01%0.02%Q1 2022Q3 20237
INTC INTEL CORP COM770.01%0.01%0.02%Q1 2022Q3 20237
HAL HALLIBURTON CO COM430.01%0.01%0.03%Q4 2021Q3 20237
VB VANGUARD SMALL CAP ETF610.01%0.01%0.03%Q4 2021Q3 20237
SPG SIMON PROPERTY GROUP INC520.01%0.01%0.02%Q4 2021Q3 20237
OXYWS OCCIDENTAL PETE CORP W...770.01%0.01%0.01%Q1 2022Q3 20237
VO VANGUARD MID-CAP INDEX...610.01%0.01%0.01%Q4 2021Q3 20237
IGSB ISHARES TR610.01%0.01%0.02%Q4 2021Q3 20237
LI LI AUTO INC SPONSORED ADS430.01%0.01%0.01%Q4 2021Q3 20237
D DOMINION RESOURCES INC610.01%0.01%0.01%Q4 2021Q3 20237
MMC MARSH & MCLENNAN COS I...770.01%0.01%0.01%Q4 2021Q2 20237
ENIC ENEL CHILE S.A. SPONSO...770.00%0.01%0.01%Q4 2021Q2 20237
CHTR CHARTER COMMUNICATIONS...430.01%0.01%0.01%Q4 2021Q3 20237
GIS GENERAL MLS INC COM770.00%0.01%0.01%Q1 2022Q3 20237
FISV FISERV INC COM430.01%0.01%0.01%Q4 2021Q3 20237
NUBD NUVEEN ESG U.S. AGGREG...770.01%0.01%0.01%Q4 2021Q2 20237
SU SUNCOR ENERGY INC NEW770.01%0.01%0.01%Q1 2022Q3 20237
VRTX VERTEX PHARMACEUTICALS...520.00%0.01%0.01%Q4 2021Q3 20237
SPTI SPDR SER TR662.07%2.43%3.06%Q2 2022Q3 20236
PWR QUANTA SVCS INC660.22%0.28%0.33%Q2 2022Q3 20236
JMUB JPMORGAN MUNICIPAL ETF660.04%0.27%0.69%Q2 2022Q3 20236
DOUBLELINE OPPORTUNIST...660.25%0.27%0.29%Q2 2022Q3 20236
MAS MASCO CORP COM660.22%0.25%0.27%Q4 2021Q1 20236
NBIX NEUROCRINE BIOSCIENCES...660.10%0.24%0.31%Q4 2021Q1 20236
ALL ALLSTATE CORP660.18%0.23%0.28%Q2 2022Q3 20236
ISRG INTUITIVE SURGICAL, INC.420.01%0.18%0.31%Q4 2021Q3 20236
ANGL VANECK FALLEN ANGEL HI...660.10%0.16%0.21%Q2 2022Q3 20236
CP CANADIAN PAC RY LTD660.12%0.15%0.19%Q4 2021Q1 20236
NOC NORTHROP GRUMMAN CORP COM660.01%0.14%0.26%Q2 2022Q3 20236
VEU VANGUARD INTL EQUITY I...660.02%0.10%0.18%Q4 2021Q1 20236
AVID AVID TECHNOLOGY INC COM660.08%0.10%0.12%Q4 2021Q1 20236
RARE ULTRAGENYX PHARMACEUTI...660.07%0.09%0.12%Q4 2021Q1 20236
CHX CHAMPIONX CORPORATION COM420.00%0.09%0.26%Q1 2022Q3 20236
SSD SIMPSON MFG INC COM660.08%0.09%0.10%Q4 2021Q1 20236
NOVT NOVANTA INC COM660.01%0.08%0.12%Q4 2021Q1 20236
DRAFTKINGS INC NEW COM...660.05%0.07%0.10%Q2 2022Q3 20236
PYPL PAYPAL HLDGS INC COM660.01%0.07%0.22%Q4 2021Q1 20236
DJCB UBS AG LONDON BRANCH660.04%0.07%0.08%Q4 2021Q1 20236
AMSWA AMER SOFTWARE INC CL A660.06%0.07%0.08%Q4 2021Q1 20236
TOTL SSGA ACTIVE ETF TR660.02%0.05%0.09%Q2 2022Q3 20236
RODM LATTICE STRATEGIES TR660.01%0.04%0.06%Q4 2021Q1 20236
VUG VANGUARD INDEX FDS510.01%0.03%0.16%Q4 2021Q3 20236
GBCI GLACIER BANCORP INC NE...660.02%0.03%0.04%Q4 2021Q1 20236
SGOV ISHARES TR660.01%0.03%0.06%Q2 2022Q3 20236
EWU ISHARES TR660.01%0.02%0.03%Q2 2022Q3 20236
PAC GRUPO AEROPUERTO DEL P...660.02%0.02%0.02%Q4 2021Q1 20236
BBCA J P MORGAN EXCHANGE-TR...660.01%0.02%0.02%Q4 2021Q1 20236
USIG ISHARES TR420.00%0.02%0.06%Q4 2021Q3 20236
PANW PALO ALTO NETWORKS INC...510.00%0.01%0.02%Q1 2022Q3 20236
DMXF ISHARES TR660.01%0.01%0.02%Q2 2022Q3 20236
TGT TARGET CORP COM660.01%0.01%0.01%Q4 2021Q1 20236
EUSB ISHARES TR660.01%0.01%0.01%Q2 2022Q3 20236
SDG ISHARES TR660.01%0.01%0.01%Q2 2022Q3 20236
XJH ISHARES TR660.01%0.01%0.01%Q2 2022Q3 20236
USXF ISHARES TR660.01%0.01%0.01%Q2 2022Q3 20236
JD JD.COM INC SPON ADR CL A660.01%0.01%0.01%Q2 2022Q3 20236
USMV ISHARES TR510.01%0.01%0.01%Q4 2021Q3 20236
RC READY CAPITAL CORP COM660.01%0.01%0.01%Q2 2022Q3 20236
BTI BRITISH AMERN TOB PLC660.00%0.01%0.01%Q4 2021Q1 20236
SLP SIMULATIONS PLUS INC COM330.01%0.01%0.01%Q1 2022Q3 20236
BHB BAR HBR BANKSHARES COM660.01%0.01%0.01%Q4 2021Q1 20236
GRMN GARMIN LTD410.01%0.01%0.01%Q4 2021Q3 20236
TRV TRAVELERS COMPANIES IN...420.00%0.01%0.01%Q1 2022Q3 20236
RSP INVESCO EXCHANGE TRADE...420.00%0.01%0.01%Q4 2021Q3 20236
SO SOUTHERN CO COM310.00%0.01%0.01%Q4 2021Q3 20236
WISH CONTEXTLOGIC INC COM CL A660.00%0.00%0.00%Q4 2021Q1 20236
CGC CANOPY GROWTH CORP COM660.00%0.00%0.00%Q2 2022Q3 20236
FRC FIRST REPUBLIC BANK550.43%0.49%0.55%Q4 2021Q4 20225
DECK DECKERS OUTDOOR CORP550.31%0.37%0.41%Q3 2022Q3 20235
ULTA ULTA SALON COSMETICS &...550.23%0.29%0.35%Q3 2022Q3 20235
FLGV FRANKLIN U.S. TREASURY...550.01%0.16%0.40%Q3 2022Q3 20235
IWO ISHARES TR210.01%0.12%0.24%Q4 2021Q3 20235
PERION NETWORK LTD SHS...550.03%0.10%0.18%Q3 2022Q3 20235
SCHD SCHWAB US DIVIDEND EQU...320.00%0.09%0.17%Q4 2021Q3 20235
BRKR BRUKER CORP COM320.02%0.09%0.22%Q4 2021Q3 20235
TTGT TECHTARGET INC COM550.05%0.09%0.10%Q4 2021Q4 20225
AVAV AEROVIRONMENT INC COM550.07%0.08%0.10%Q3 2022Q3 20235
KRE SPDR S&P REGIONAL BANK...550.07%0.08%0.11%Q4 2021Q4 20225
CLB CORE LABORATORIES NV550.04%0.06%0.08%Q1 2022Q1 20235
BSX BOSTON SCIENTIFIC CORP410.01%0.05%0.21%Q2 2022Q3 20235
ARKK ARK INNOVATION ETF550.01%0.04%0.10%Q4 2021Q4 20225
BERKSHIRE GREY INC COM...550.02%0.04%0.05%Q2 2022Q2 20235
CRANE NXT CO550.01%0.03%0.08%Q2 2022Q2 20235
IBN ICICI BANK LTD ADR410.01%0.02%0.04%Q4 2021Q3 20235
WFC WELLS FARGO CO NEW COM410.02%0.02%0.03%Q4 2021Q3 20235
HSY HERSHEY CO COM550.01%0.01%0.02%Q3 2022Q3 20235
LIN LINDE PLC SHS550.01%0.01%0.01%Q4 2021Q4 20225
GSST GOLDMAN SACHS ETF TR410.01%0.01%0.01%Q4 2021Q3 20235
ABNB AIRBNB INC COM CL A550.01%0.01%0.01%Q4 2021Q4 20225
SEE SEALED AIR CORP NEW COM550.01%0.01%0.01%Q2 2022Q2 20235
MTB M & T BK CORP COM550.01%0.01%0.01%Q4 2021Q4 20225
HYXF ISHARES TR550.01%0.01%0.01%Q3 2022Q3 20235
EPAM EPAM SYS INC COM410.01%0.01%0.01%Q4 2021Q1 20235
CNI CANADIAN NATIONAL RAIL...550.01%0.01%0.01%Q4 2021Q4 20225
O REALTY INCOME CORP550.01%0.01%0.01%Q3 2022Q3 20235
ICLN ISHARES TR320.00%0.01%0.01%Q4 2021Q3 20235
XLU UTILITIES SELECT SECTO...550.01%0.01%0.01%Q4 2021Q4 20225
WM WASTE MGMT INC DEL550.01%0.01%0.01%Q3 2022Q3 20235
RYT INVESCO S&P 500 EQUAL ...320.01%0.01%0.01%Q1 2022Q2 20235
H HYATT HOTELS CORP COM ...320.00%0.01%0.01%Q4 2021Q3 20235
GNW GENWORTH FINL INC COM ...550.00%0.00%0.01%Q3 2022Q3 20235
TLH ISHARES TR442.20%2.60%2.94%Q4 2022Q3 20234
FXU FIRST TRUST UTILITIES ...440.01%0.92%1.43%Q1 2022Q4 20224
XLB MATERIALS SELECT SECTO...440.01%0.51%0.70%Q4 2021Q3 20224
GNRC GENERAC HLDGS INC COM440.31%0.38%0.46%Q4 2021Q3 20224
EME EMCOR GROUP INC COM440.23%0.27%0.30%Q4 2022Q3 20234
BRKS AZENTA INC COM440.15%0.22%0.27%Q4 2021Q3 20224
AMLP ALPS TRUST ETF ALERIAN...440.12%0.15%0.20%Q4 2022Q3 20234
SPTL SPDR SER TR440.01%0.15%0.30%Q4 2021Q3 20224
NARI INARI MED INC COM440.10%0.11%0.12%Q4 2021Q3 20224
YETI YETI HLDGS INC COM440.09%0.10%0.11%Q4 2022Q3 20234
ABMD ABIOMED INC440.07%0.10%0.12%Q4 2021Q3 20224
FOXF FOX FACTORY HLDG CORP COM440.08%0.09%0.11%Q4 2022Q3 20234
OMCL OMNICELL COM COM440.07%0.09%0.11%Q4 2021Q3 20224
MGPI MGP INGREDIENTS INC NE...440.08%0.09%0.09%Q4 2022Q3 20234
CLAR CLARUS CORP NEW COM440.07%0.09%0.10%Q4 2021Q3 20224
ANGEL OAK INCOME ETF440.07%0.08%0.10%Q4 2022Q3 20234
VICR VICOR CORP COM440.07%0.08%0.09%Q4 2021Q3 20224
SHYF SHYFT GROUP INC COM440.05%0.06%0.08%Q4 2021Q3 20224
AJG GALLAGHER ARTHUR J &CO440.01%0.06%0.21%Q4 2022Q3 20234
INMD INMODE LTD SHS220.01%0.05%0.10%Q4 2021Q3 20234
VTIP VANGUARD SHORT-TERM IN...440.01%0.04%0.11%Q4 2021Q3 20224
VGIT VANGUARD SCOTTSDALE FDS440.03%0.04%0.05%Q4 2022Q3 20234
LPLA LPL FINL HLDGS INC COM440.02%0.03%0.05%Q4 2021Q3 20224
OPCH OPTION CARE HEALTH INC...440.03%0.03%0.04%Q4 2022Q3 20234
PNOV INNOVATOR U.S. EQUITY ...440.03%0.03%0.04%Q4 2022Q3 20234
SGDM SPROTT GOLD MINERS ETF440.02%0.03%0.04%Q4 2022Q3 20234
ANGEL OAK ULTRASHORT I...440.01%0.03%0.05%Q4 2022Q3 20234
RRC RANGE RESOURCES CORP440.02%0.03%0.03%Q4 2022Q3 20234
FEZ SPDR INDEX SHS FDS440.02%0.03%0.03%Q4 2022Q3 20234
PSN PARSONS CORP DEL COM440.01%0.02%0.03%Q3 2022Q2 20234
PBR PETROLEO BRASILEIRO SA...310.02%0.02%0.04%Q1 2022Q2 20234
GXO LOGISTICS INCORPOR...440.01%0.02%0.04%Q4 2021Q3 20224
SQM SOCIEDAD QUIMICA Y MIN...440.01%0.02%0.02%Q4 2021Q3 20224
TTM TATA MOTORS LTD ADR440.01%0.02%0.02%Q4 2021Q3 20224
XP XP INC CL A440.01%0.01%0.02%Q4 2021Q3 20224
WMS ADVANCED DRAIN SYS INC...440.01%0.01%0.02%Q1 2022Q4 20224
NTES NETEASE.COM INC SPONSO...440.01%0.01%0.01%Q4 2021Q3 20224
PLD PROLOGIS INC. COM310.01%0.01%0.02%Q1 2022Q3 20234
BIL SPDR SER TR LEHMAN 1-3...440.01%0.01%0.01%Q4 2021Q3 20224
CSWI CSW INDUSTRIALS INC COM310.01%0.01%0.01%Q3 2022Q3 20234
GSY INVESCO ULTRA SHORT DU...440.01%0.01%0.02%Q4 2021Q3 20224
MMYT MAKEMYTRIP LIMITED MAU...440.01%0.01%0.01%Q4 2022Q3 20234
CWEN CLEARWAY ENERGY INC CL C440.01%0.01%0.01%Q4 2022Q3 20234
DEED FIRST TRUST TCW SECURI...440.01%0.01%0.01%Q4 2022Q3 20234
FCOM FIDELITY MSCI COMMUNIC...440.01%0.01%0.01%Q4 2022Q3 20234
DV DOUBLEVERIFY HLDGS INC...310.01%0.01%0.01%Q3 2022Q3 20234
CSX CSX CORP440.01%0.01%0.01%Q4 2021Q3 20224
EXPE EXPEDIA INC DEL COM220.01%0.01%0.01%Q4 2021Q3 20234
IYF ISHARES DJ U.S. FINANC...440.01%0.01%0.01%Q4 2021Q3 20224
EBRB CENTRAIS ELETRICAS BRA...440.01%0.01%0.01%Q4 2022Q3 20234
EMXF ISHARES TR440.01%0.01%0.01%Q4 2022Q3 20234
PGR PROGRESSIVE CORP COM440.01%0.01%0.01%Q4 2021Q3 20224
EBAY EBAY INC.220.00%0.01%0.01%Q4 2021Q3 20234
SNOW SNOWFLAKE INC CL A440.01%0.01%0.01%Q3 2022Q2 20234
CE CELANESE CORPORATION310.01%0.01%0.01%Q2 2022Q3 20234
COWZ PACER US CASH COWS 100...440.01%0.01%0.01%Q4 2022Q3 20234
GRNB VANECK GREEN BOND ETF440.01%0.01%0.01%Q4 2022Q3 20234
OTIS OTIS WORLDWIDE CORP COM220.01%0.01%0.01%Q4 2021Q2 20234
FLEX FLEX LTD ORD440.01%0.01%0.01%Q4 2022Q3 20234
ME 23ANDME HOLDING CO CLA...440.00%0.00%0.00%Q2 2022Q1 20234
QRTEA LIBERTY MEDIA HOLDING ...440.00%0.00%0.00%Q4 2021Q3 20224
GREENLIGHT BIOSCIENCS ...220.00%0.00%0.00%Q2 2022Q2 20234
MANDIANT INC 1.625 06/...440.00%0.00%0.00%Q4 2021Q3 20224
FJP FIRST TR EXCH TRD ALPH...330.48%0.67%0.80%Q1 2023Q3 20233
SOXX ISHARES SEMICONDUCTOR ...330.01%0.53%1.04%Q4 2021Q2 20223
EUFN ISHARES TR330.47%0.51%0.53%Q1 2023Q3 20233
JPST JPMORGAN ULTRA-SHORT I...210.01%0.31%0.77%Q4 2021Q4 20223
LINDE PLC330.29%0.30%0.32%Q1 2023Q3 20233
ETSY ETSY INC COM330.17%0.26%0.37%Q4 2021Q2 20223
WSC WILLSCOT MOBIL MINI HL...330.19%0.24%0.26%Q1 2023Q3 20233
BURL BURLINGTON STORES INC COM330.17%0.21%0.28%Q4 2021Q2 20223
CALX CALIX INC330.11%0.13%0.14%Q1 2023Q3 20233
SFM SPROUTS FMRS MKT INC330.10%0.12%0.13%Q1 2023Q3 20233
PVAC RANGER OIL CORPORATION...330.06%0.07%0.08%Q2 2022Q4 20223
RVLV REVOLVE GROUP INC CL A330.04%0.05%0.06%Q2 2022Q4 20223
DIMENSIONAL INTERNATIO...210.01%0.04%0.07%Q4 2021Q3 20223
KBR KBR INC330.04%0.04%0.04%Q1 2023Q3 20233
SHAG WISDOMTREE YIELD ENHAN...330.03%0.04%0.04%Q4 2021Q2 20223
VTEB VANGUARD TAX-EXEMPT BO...210.01%0.04%0.10%Q2 2022Q3 20233
HELE HELEN OF TROY LTD COM330.02%0.02%0.02%Q4 2021Q2 20223
SPTM SPDR PORTFOLIO S&P 150...210.01%0.01%0.02%Q4 2021Q4 20223
DSGX DESCARTES SYS GROUP IN...330.01%0.01%0.01%Q2 2022Q4 20223
VRNS VARONIS SYS INC COM330.01%0.01%0.01%Q4 2021Q2 20223
IXUS ISHARES CORE MSCI TOTA...330.01%0.01%0.01%Q4 2021Q2 20223
URA GLOBAL X URANIUM ETF330.01%0.01%0.01%Q4 2021Q2 20223
ASAI SENDAS DISTRIBUIDORA S A330.01%0.01%0.01%Q1 2023Q3 20233
SPSK SP FUNDS DOW JONES GLO...330.01%0.01%0.01%Q4 2021Q2 20223
FLOT ISHARES TR330.01%0.01%0.01%Q3 2022Q1 20233
ED CONSOLIDATED EDISON IN...210.01%0.01%0.01%Q1 2022Q4 20223
RPD RAPID7 INC COM330.01%0.01%0.01%Q4 2021Q2 20223
FDIS FIDELITY MSCI CONSUMER...210.01%0.01%0.01%Q4 2021Q3 20223
MAIN MAIN STR CAP CORP330.01%0.01%0.01%Q1 2023Q3 20233
LBTYK LIBERTY GLOBAL PLC SHS...330.01%0.01%0.01%Q4 2021Q2 20223
DVY ISHARES TR210.00%0.00%0.01%Q4 2021Q4 20223
ESEB DBX ETF TR330.00%0.00%0.01%Q1 2023Q3 20233
FNB F N B CORP COM330.00%0.00%0.01%Q1 2022Q3 20223
WARNER BROS DISCOVERY ...210.00%0.00%0.00%Q2 2022Q3 20233
PGEN PRECIGEN INC COM330.00%0.00%0.00%Q4 2021Q2 20223
KBE SPDR S&P BANK ETF220.01%0.45%0.88%Q4 2021Q1 20222
EWG ISHARES INC MSCI GERMA...220.01%0.40%0.79%Q4 2021Q1 20222
SPGI S&P GLOBAL INC COM220.25%0.37%0.49%Q4 2021Q1 20222
IHI ISHARES TR DOW JONES U...220.01%0.33%0.66%Q4 2021Q1 20222
CRANE COMPANY220.24%0.25%0.26%Q2 2023Q3 20232
FDS FACTSET RESH SYS INC220.24%0.24%0.24%Q2 2023Q3 20232
SCHW CHARLES SCHWAB CORP220.22%0.23%0.24%Q4 2021Q1 20222
HOLX HOLOGIC INC220.18%0.21%0.24%Q2 2023Q3 20232
MCO MOODYS CORP220.18%0.20%0.22%Q2 2023Q3 20232
GHYG ISHARES INC GLOBAL HIG...220.18%0.19%0.20%Q4 2021Q1 20222
RCM R1 RCM INC COM220.16%0.17%0.18%Q4 2021Q1 20222
HII HUNTINGTON INGALLS IND...220.15%0.17%0.19%Q4 2021Q1 20222
VTV VANGUARD INDEX FDS110.01%0.15%0.29%Q1 2023Q3 20232
STRL STERLING INFRASTRUCTUR...220.13%0.15%0.16%Q2 2023Q3 20232
ULST SSGA ACTIVE ETF TR110.01%0.14%0.28%Q2 2022Q3 20232
ANET ARISTA NETWORKS INC220.01%0.14%0.27%Q2 2023Q3 20232
R1 RCM INC COM220.13%0.14%0.15%Q2 2022Q3 20222
CR CRANE CO COM220.12%0.13%0.14%Q4 2021Q1 20222
EGP EASTGROUP PPTYS INC COM220.11%0.11%0.11%Q4 2021Q1 20222
VBR VANGUARD INDEX FDS110.01%0.10%0.20%Q4 2021Q3 20232
CANADIAN PACIFIC KANSA...220.09%0.10%0.11%Q2 2023Q3 20232
AVD AMERICAN VANGUARD CORP...220.09%0.09%0.09%Q4 2022Q1 20232
DKNG DRAFTKINGS INC COM CL A220.07%0.08%0.09%Q4 2021Q1 20222
CORE LABORATORIES INC220.08%0.08%0.08%Q2 2023Q3 20232
RADA RADA ELECTR INDS LTD C...220.06%0.08%0.09%Q1 2022Q2 20222
CHUY CHUYS HLDGS INC220.07%0.07%0.08%Q2 2023Q3 20232
CRNC CERENCE INC COM220.05%0.06%0.08%Q4 2021Q1 20222
WOOD ISHARES S&P GLOBAL TIM...220.05%0.06%0.06%Q4 2021Q1 20222
UFPT UFP TECHNOLOGIES INC220.04%0.04%0.04%Q2 2023Q3 20232
HALO HALOZYME THERAPEUTICS INC220.04%0.04%0.04%Q2 2023Q3 20232
KNSL KINSALE CAP GROUP INC220.03%0.03%0.04%Q2 2023Q3 20232
EFAV ISHARES TR110.01%0.03%0.06%Q4 2021Q3 20232
FN FABRINET SHS220.03%0.03%0.03%Q4 2022Q1 20232
MINT PIMCO ENHANCED SHORT M...220.02%0.03%0.04%Q4 2021Q1 20222
REMX VANECK ETF TRUST220.02%0.03%0.03%Q2 2023Q3 20232
TREX TREX CO INC COM110.01%0.03%0.04%Q4 2021Q3 20232
SCHG SCHWAB STRATEGIC TR110.01%0.03%0.04%Q4 2021Q3 20232
ARE ALEXANDRIA REAL ESTATE...220.02%0.02%0.03%Q2 2023Q3 20232
VCSH VANGUARD SHORT-TERM CO...110.01%0.02%0.04%Q1 2022Q3 20232
BXP BOSTON PROPERTIES INC220.02%0.02%0.02%Q2 2023Q3 20232
ZIP ZIPRECRUITER INC CL A220.02%0.02%0.02%Q4 2021Q1 20222
ILMN ILLUMINA INC220.01%0.01%0.02%Q4 2021Q1 20222
SON SONOCO PRODS CO220.01%0.01%0.02%Q2 2023Q3 20232
SNPE XTRACKERS S&P 500 ESG ETF220.01%0.01%0.02%Q4 2021Q1 20222
GNMA ISHARES GNMA BOND FUND220.01%0.01%0.02%Q4 2021Q1 20222
ESGD ISHARES TR220.01%0.01%0.01%Q4 2021Q1 20222
VXUS VANGUARD TOTAL INTERNA...220.01%0.01%0.01%Q4 2021Q1 20222
IGM ISHARES TR110.01%0.01%0.02%Q4 2021Q3 20232
SCHB SCHWAB U.S. BROAD MARK...220.01%0.01%0.01%Q4 2021Q1 20222
SPIP SPDR SER TR220.01%0.01%0.01%Q4 2021Q1 20222
AGGY WISDOMTREE YIELD ENHAN...220.01%0.01%0.01%Q4 2021Q1 20222
ICE INTERCONTINENTAL EXCHA...220.01%0.01%0.01%Q4 2021Q1 20222
SHLS SHOALS TECHNOLOGIES GR...220.01%0.01%0.01%Q2 2023Q3 20232
FBND FIDELITY TOTAL BOND ETF220.01%0.01%0.01%Q4 2021Q1 20222
NUMG NUVEEN ESG MID-CAP GRO...220.01%0.01%0.01%Q4 2021Q1 20222
VGK VANGUARD INTL EQUITY I...220.01%0.01%0.01%Q2 2023Q3 20232
VIV VIVO PARTICIPACOES SA ...220.01%0.01%0.01%Q4 2021Q1 20222
CRWD CROWDSTRIKE HLDGS INC ...110.01%0.01%0.01%Q4 2021Q3 20232
WDAY WORKDAY INC220.01%0.01%0.01%Q2 2023Q3 20232
CDNS CADENCE DESIGN SYSTEM INC220.01%0.01%0.01%Q2 2023Q3 20232
AOS SMITH A O CORP220.01%0.01%0.01%Q4 2021Q1 20222
AEP AMERICAN ELEC PWR CO INC110.00%0.01%0.01%Q4 2021Q3 20232
AOR ISHARES GROWTH ALLOCAT...220.01%0.01%0.01%Q4 2021Q1 20222
CSGP COSTAR GROUP INC COM220.01%0.01%0.01%Q4 2021Q1 20222
ESGE ISHARES MSCI EM ESG SE...220.01%0.01%0.01%Q4 2021Q1 20222
INDB INDEPENDENT BK CORP MA...220.01%0.01%0.01%Q4 2021Q1 20222
BCAT BLACKROCK CAP ALLOCATI...220.01%0.01%0.01%Q4 2021Q1 20222
VCIT VANGUARD SCOTTSDALE FDS110.01%0.01%0.01%Q1 2022Q3 20232
APPS DIGITAL TURBINE INC CO...220.01%0.01%0.01%Q4 2021Q1 20222
LNC LINCOLN NATL CORP IND COM220.01%0.01%0.01%Q4 2021Q1 20222
EXPD EXPEDITORS INTL WASH INC220.01%0.01%0.01%Q4 2021Q1 20222
DOCU DOCUSIGN INC COM220.01%0.01%0.01%Q4 2021Q1 20222
RCMT RCM TECHNOLOGIES INC C...220.00%0.01%0.01%Q4 2021Q1 20222
CCK CROWN HLDGS INC COM220.01%0.01%0.01%Q4 2021Q1 20222
DELL DELL TECHNOLOGIES INC ...220.01%0.01%0.01%Q4 2021Q1 20222
WHR WHIRLPOOL CORP COM220.00%0.01%0.01%Q4 2021Q1 20222
HES HESS CORP220.01%0.01%0.01%Q2 2023Q3 20232
NLOK SYMANTEC CORP220.01%0.01%0.01%Q1 2022Q2 20222
VMW VMWARE INC CL A CLASS A220.01%0.01%0.01%Q4 2021Q1 20222
SEIC SEI INVTS CO COM220.01%0.01%0.01%Q4 2021Q1 20222
RWR SPDR DJ WILSHIRE REIT ...220.00%0.00%0.01%Q4 2021Q1 20222
CALF PACER FDS TR220.00%0.00%0.01%Q2 2023Q3 20232
AFL AFLAC INC COM110.00%0.00%0.01%Q4 2022Q3 20232
CMI CUMMINS INC COM220.00%0.00%0.00%Q4 2021Q1 20222
BSV VANGUARD BD INDEX FDS110.00%0.00%0.00%Q4 2021Q3 20232
GOLDMAN SACHS BDC INC ...220.00%0.00%0.00%Q4 2021Q1 20222
ISR PERSPECTIVE THERAPEUTI...220.00%0.00%0.00%Q2 2023Q3 20232
GLDM SPDR GOLD MINISHARES T...111.03%1.03%1.03%Q4 2021Q4 20211
LGLV SPDR SER TR110.86%0.86%0.86%Q3 2023Q3 20231
VONG VANGUARD SCOTTSDALE FDS110.84%0.84%0.84%Q3 2023Q3 20231
VONV VANGUARD SCOTTSDALE FDS110.54%0.54%0.54%Q3 2023Q3 20231
SMLV SPDR SER TR110.34%0.34%0.34%Q3 2023Q3 20231
TSCO TRACTOR SUPPLY CO110.30%0.30%0.30%Q4 2021Q4 20211
TAN INVESCO SOLAR ETF110.26%0.26%0.26%Q4 2021Q4 20211
INFO IHS MARKIT LTD SHS110.26%0.26%0.26%Q4 2021Q4 20211
ANSS ANSYS INC110.24%0.24%0.24%Q4 2021Q4 20211
NVT NVENT ELECTRIC PLC110.23%0.23%0.23%Q3 2023Q3 20231
IWN ISHARES TR110.21%0.21%0.21%Q3 2023Q3 20231
SCHV SCHWAB STRATEGIC TR110.19%0.19%0.19%Q3 2023Q3 20231
UGI UGI CORP NEW110.19%0.19%0.19%Q4 2021Q4 20211
VTWG VANGUARD SCOTTSDALE FDS110.19%0.19%0.19%Q3 2023Q3 20231
VBK VANGUARD INDEX FDS110.16%0.16%0.16%Q3 2023Q3 20231
GBIL GOLDMAN SACHS ETF TR110.15%0.15%0.15%Q3 2023Q3 20231
VTWV VANGUARD SCOTTSDALE FDS110.14%0.14%0.14%Q3 2023Q3 20231
IDLV INVESCO EXCH TRADED FD...110.12%0.12%0.12%Q3 2023Q3 20231
BIV VANGUARD BD INDEX FDS110.12%0.12%0.12%Q3 2023Q3 20231
EXTR EXTREME NETWORKS110.10%0.10%0.10%Q3 2023Q3 20231
TSLA TESLA INC COM110.08%0.08%0.08%Q4 2021Q4 20211
EAF GRAFTECH INTL LTD COM110.08%0.08%0.08%Q4 2021Q4 20211
EELV INVESCO EXCH TRADED FD...110.08%0.08%0.08%Q3 2023Q3 20231
GLOBAL X FDS110.07%0.07%0.07%Q4 2021Q4 20211
SLYV SPDR SER TR110.07%0.07%0.07%Q3 2023Q3 20231
ESE ESCO TECHNOLOGIES INC COM110.06%0.06%0.06%Q4 2021Q4 20211
INVESCO QQQ TR110.05%0.05%0.05%Q2 2023Q2 20231
DTN WISDOMTREE TR110.05%0.05%0.05%Q3 2023Q3 20231
FLWS 1 800 FLOWERS COM INC ...110.05%0.05%0.05%Q4 2021Q4 20211
IGE ISHARES TR110.05%0.05%0.05%Q3 2023Q3 20231
VEC VECTRUS INC COM110.04%0.04%0.04%Q4 2021Q4 20211
LSCC LATTICE SEMICONDUCTOR ...110.04%0.04%0.04%Q3 2023Q3 20231
EEMV ISHARES INC110.03%0.03%0.03%Q3 2023Q3 20231
RBA RITCHIE BROS AUCTIONEE...110.03%0.03%0.03%Q4 2022Q4 20221
VNLA JANUS DETROIT STR TR110.03%0.03%0.03%Q4 2021Q4 20211
INTC INTEL CORP COM110.03%0.03%0.03%Q4 2021Q4 20211
CVET COVETRUS INC COM110.02%0.02%0.02%Q4 2021Q4 20211
MASI MASIMO CORP COM110.02%0.02%0.02%Q4 2021Q4 20211
SPSB SPDR SER TR110.02%0.02%0.02%Q3 2023Q3 20231
ZS ZSCALER INC110.02%0.02%0.02%Q3 2023Q3 20231
ORCC BLUE OWL CAPITAL CORPO...110.02%0.02%0.02%Q3 2023Q3 20231
EAGG ISHARES TR110.02%0.02%0.02%Q2 2023Q2 20231
ITB ISHARES TR110.02%0.02%0.02%Q4 2021Q4 20211
BONDBLOXX ETF TRUST110.02%0.02%0.02%Q3 2023Q3 20231
VOT VANGUARD INDEX FDS110.02%0.02%0.02%Q4 2021Q4 20211
VGSH VANGUARD SCOTTSDALE FDS110.02%0.02%0.02%Q3 2023Q3 20231
OXY OCCIDENTAL PETE CORP COM110.02%0.02%0.02%Q4 2021Q4 20211
PEJ INVESCO EXCHANGE TRADE...110.02%0.02%0.02%Q4 2021Q4 20211
BLDR BUILDERS FIRSTSOURCE INC110.02%0.02%0.02%Q3 2023Q3 20231
GSLC GOLDMAN SACHS ETF TR110.02%0.02%0.02%Q3 2023Q3 20231
OKE ONEOK INC NEW110.02%0.02%0.02%Q3 2023Q3 20231
IVE ISHARES TR110.02%0.02%0.02%Q4 2021Q4 20211
JMST J P MORGAN EXCHANGE-TR...110.02%0.02%0.02%Q4 2021Q4 20211
EWUS ISHARES TR110.02%0.02%0.02%Q4 2021Q4 20211
TKR TIMKEN CO COM110.01%0.01%0.01%Q4 2021Q4 20211
VOE VANGUARD INDEX FDS110.01%0.01%0.01%Q4 2021Q4 20211
AZO AUTOZONE INC110.01%0.01%0.01%Q3 2023Q3 20231
KWEB KRANESHARES TR110.01%0.01%0.01%Q3 2023Q3 20231
IYT ISHARES TR110.01%0.01%0.01%Q3 2023Q3 20231
SLYG SPDR SER TR110.01%0.01%0.01%Q3 2023Q3 20231
ZETA ZETA GLOBAL HOLDINGS CORP110.01%0.01%0.01%Q3 2023Q3 20231
BNDX VANGUARD CHARLOTTE FDS110.01%0.01%0.01%Q3 2023Q3 20231
NBN NORTHEAST BK LEWISTON ...110.01%0.01%0.01%Q4 2021Q4 20211
CBU COMMUNITY BK SYS INC110.01%0.01%0.01%Q4 2021Q4 20211
TXG 10X GENOMICS INC110.01%0.01%0.01%Q4 2021Q4 20211
WSO WATSCO INC110.01%0.01%0.01%Q3 2023Q3 20231
ONEQ FIDELITY NASDAQ COMPOS...110.01%0.01%0.01%Q1 2022Q1 20221
IYK ISHARES U.S. CONSUMER ...110.01%0.01%0.01%Q4 2022Q4 20221
CMA COMERICA INC110.01%0.01%0.01%Q4 2021Q4 20211
CRY ARTIVION INC COM110.01%0.01%0.01%Q1 2022Q1 20221
MATW MATTHEWS INTL CORP CL A110.01%0.01%0.01%Q4 2022Q4 20221
GSG ISHARES S&P GSCI COMMO...110.01%0.01%0.01%Q3 2023Q3 20231
TFC TRUIST FINL CORP110.01%0.01%0.01%Q4 2021Q4 20211
DFAU DIMENSIONAL ETF TRUST110.01%0.01%0.01%Q3 2023Q3 20231
SE SEA LTD SPONSORD ADS110.01%0.01%0.01%Q4 2021Q4 20211
IFRA ISHARES TR110.01%0.01%0.01%Q3 2023Q3 20231
FCG FIRST TR EXCHANGE-TRAD...110.01%0.01%0.01%Q3 2023Q3 20231
YNDX YANDEX N.V. COM CL A110.01%0.01%0.01%Q4 2021Q4 20211
FTGC FIRST TRUST GLOBAL TAC...110.01%0.01%0.01%Q1 2022Q1 20221
ORI OLD REP INTL CORP110.01%0.01%0.01%Q3 2023Q3 20231
STIP ISHARES TR110.01%0.01%0.01%Q3 2023Q3 20231
VESTA REAL ESTATE CORP110.01%0.01%0.01%Q3 2023Q3 20231
MOV MOVADO GROUP INC110.01%0.01%0.01%Q3 2023Q3 20231
EMNT PIMCO ETF TR110.01%0.01%0.01%Q3 2023Q3 20231
PAA PLAINS ALL AMERN PIPEL...110.01%0.01%0.01%Q3 2023Q3 20231
MTCH MATCH GROUP INC NEW COM110.01%0.01%0.01%Q4 2021Q4 20211
SPIB SPDR PORTFOLIO INTERME...110.01%0.01%0.01%Q1 2022Q1 20221
IGIB ISHARES 5-10 YEAR INVE...110.01%0.01%0.01%Q1 2022Q1 20221
EXAS EXACT SCIENCES CORP110.01%0.01%0.01%Q4 2021Q4 20211
IJT ISHARES S&P SMALLCAP 6...110.01%0.01%0.01%Q4 2022Q4 20221
WDC WESTERN DIGITAL CORP. COM110.01%0.01%0.01%Q4 2021Q4 20211
FIDELITY COVINGTON TRUST110.01%0.01%0.01%Q2 2023Q2 20231
IUSV ISHARES TR110.01%0.01%0.01%Q3 2023Q3 20231
SHOP SHOPIFY INC CL A110.01%0.01%0.01%Q4 2021Q4 20211
IBB ISHARES TR110.01%0.01%0.01%Q3 2023Q3 20231
HUBS HUBSPOT INC COM110.01%0.01%0.01%Q1 2022Q1 20221
A AGILENT TECH INC110.01%0.01%0.01%Q4 2022Q4 20221
EWL ISHARES INC110.01%0.01%0.01%Q4 2021Q4 20211
GM GENERAL MOTORS CORP110.01%0.01%0.01%Q4 2021Q4 20211
ITA ISHARES U.S. AEROSPACE...110.01%0.01%0.01%Q1 2022Q1 20221
NUHY NUVEEN ESG HIGH YIELD ...110.01%0.01%0.01%Q1 2022Q1 20221
RGLD ROYAL GOLD INC COM110.01%0.01%0.01%Q1 2022Q1 20221
INFL HORIZON KINETICS INFLA...110.01%0.01%0.01%Q4 2022Q4 20221
GLD SPDR GOLD TR110.01%0.01%0.01%Q4 2021Q4 20211
GRBK GREEN BRICK PARTNERS INC110.01%0.01%0.01%Q2 2023Q2 20231
ARW ARROW ELECTRS INC110.01%0.01%0.01%Q2 2023Q2 20231
CGNX COGNEX CORP110.00%0.00%0.00%Q4 2021Q4 20211
QLD PROSHARES ULTRA QQQ110.00%0.00%0.00%Q4 2021Q4 20211
BERY BERRY GLOBAL GROUP INC...110.00%0.00%0.00%Q4 2021Q4 20211
FTCS FIRST TRUST CAPITAL ST...110.00%0.00%0.00%Q1 2022Q1 20221
KMB KIMBERLY-CLARK CORP COM110.00%0.00%0.00%Q4 2021Q4 20211
VIAC CBS CORP CL B110.00%0.00%0.00%Q1 2022Q1 20221
DBJP DBX ETF TR110.00%0.00%0.00%Q4 2021Q4 20211
PENN PENN NATL GAMING INC COM110.00%0.00%0.00%Q1 2022Q1 20221
F FORD MOTOR COMPANY110.00%0.00%0.00%Q4 2022Q4 20221
NLY ANNALY CAPITAL MANAGEM...110.00%0.00%0.00%Q4 2021Q4 20211
MIRM MIRUM PHARMACEUTICALS INC110.00%0.00%0.00%Q4 2021Q4 20211
GRAB HOLDINGS LIMITED110.00%0.00%0.00%Q3 2023Q3 20231
SRT STARTEK INC110.00%0.00%0.00%Q3 2023Q3 20231
NEXTDOOR HOLDINGS INC110.00%0.00%0.00%Q3 2023Q3 20231
BARK BARK INC COM110.00%0.00%0.00%Q2 2022Q2 20221
HVBT HIVE BLOCKCHAIN TECHNL...110.00%0.00%0.00%Q4 2021Q4 20211
INTERCEPT PHARMACEUTIC...110.00%0.00%0.00%Q2 2023Q2 20231
GLDG GOLDMINING INC110.00%0.00%0.00%Q4 2021Q4 20211
RMO ROMEO POWER INC COM110.00%0.00%0.00%Q2 2022Q2 20221
A K A BRANDS HLDG CORP110.00%0.00%0.00%Q3 2023Q3 20231
 Download

The securities at the top of the list , including TECHNOLOGY SELECT SECTOR SPDR, JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF, and SELECT SECTOR SPDR TR, are the highest-conviction holdings of Congress Wealth Management LLC / DE /.

The conviction is calculated by counting the number of quarters a security has been reported by Congress Wealth Management LLC / DE /. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Congress Wealth Management LLC / DE / owns currently or has owned in the past.