449 is the total number of securities DRIVE WEALTH MANAGEMENT, LLC has owned. The longest DRIVE WEALTH MANAGEMENT, LLC has owned a single stock is 8 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BRKA | BERKSHIRE HATHAWAY INC... | 8 | 8 | 6.14% | 8.81% | 12.93% | Q4 2021 | Q3 2023 | 8 |
AAPL | APPLE INC | 8 | 8 | 1.41% | 2.93% | 4.75% | Q4 2021 | Q3 2023 | 8 |
VTI | VANGUARD INDEX FDS | 8 | 8 | 0.49% | 2.90% | 5.68% | Q4 2021 | Q3 2023 | 8 |
BRKB | BERKSHIRE HATHAWAY INC... | 8 | 8 | 2.26% | 2.67% | 3.22% | Q4 2021 | Q3 2023 | 8 |
SPIP | SPDR SER TR | 8 | 8 | 0.26% | 2.42% | 5.05% | Q4 2021 | Q3 2023 | 8 |
MSFT | MICROSOFT CORP | 8 | 8 | 1.60% | 2.31% | 2.88% | Q4 2021 | Q3 2023 | 8 |
COIN | COINBASE GLOBAL INC | 8 | 8 | 0.18% | 1.80% | 10.74% | Q4 2021 | Q3 2023 | 8 |
AMZN | AMAZON COM INC | 8 | 8 | 0.97% | 1.62% | 2.25% | Q4 2021 | Q3 2023 | 8 |
SPYV | SPDR SER TR | 8 | 8 | 0.24% | 1.23% | 3.53% | Q4 2021 | Q3 2023 | 8 |
SPYG | SPDR SER TR | 8 | 8 | 0.25% | 0.98% | 2.56% | Q4 2021 | Q3 2023 | 8 |
GOOGL | ALPHABET INC | 8 | 8 | 0.73% | 0.96% | 1.17% | Q4 2021 | Q3 2023 | 8 |
GOOG | ALPHABET INC | 8 | 8 | 0.64% | 0.94% | 1.25% | Q4 2021 | Q3 2023 | 8 |
FB | META PLATFORMS INC | 8 | 8 | 0.60% | 0.89% | 1.25% | Q4 2021 | Q3 2023 | 8 |
ACN | ACCENTURE PLC IRELAND | 8 | 8 | 0.59% | 0.87% | 1.21% | Q4 2021 | Q3 2023 | 8 |
COP | CONOCOPHILLIPS | 8 | 8 | 0.55% | 0.83% | 1.24% | Q4 2021 | Q3 2023 | 8 |
JPM | JPMORGAN CHASE & CO | 8 | 8 | 0.62% | 0.82% | 1.10% | Q4 2021 | Q3 2023 | 8 |
ADBE | ADOBE SYSTEMS INCORPOR... | 8 | 8 | 0.39% | 0.82% | 1.53% | Q4 2021 | Q3 2023 | 8 |
MA | MASTERCARD INCORPORATED | 8 | 8 | 0.41% | 0.79% | 1.17% | Q4 2021 | Q3 2023 | 8 |
JPST | J P MORGAN EXCHANGE TR... | 8 | 8 | 0.35% | 0.76% | 1.03% | Q4 2021 | Q3 2023 | 8 |
HD | HOME DEPOT INC | 8 | 8 | 0.44% | 0.72% | 1.01% | Q4 2021 | Q3 2023 | 8 |
RUN | SUNRUN INC | 8 | 8 | 0.25% | 0.68% | 1.32% | Q4 2021 | Q3 2023 | 8 |
ABT | ABBOTT LABS | 8 | 8 | 0.23% | 0.62% | 1.09% | Q4 2021 | Q3 2023 | 8 |
V | VISA INC | 8 | 8 | 0.44% | 0.61% | 0.88% | Q4 2021 | Q3 2023 | 8 |
CSCO | CISCO SYS INC | 8 | 8 | 0.35% | 0.59% | 0.83% | Q4 2021 | Q3 2023 | 8 |
QQQ | INVESCO QQQ TR | 8 | 8 | 0.33% | 0.57% | 0.90% | Q4 2021 | Q3 2023 | 8 |
CVX | CHEVRON CORP NEW | 8 | 8 | 0.38% | 0.54% | 0.76% | Q4 2021 | Q3 2023 | 8 |
WFC | WELLS FARGO CO NEW | 8 | 8 | 0.36% | 0.51% | 0.62% | Q4 2021 | Q3 2023 | 8 |
TSM | TAIWAN SEMICONDUCTOR M... | 8 | 8 | 0.26% | 0.47% | 0.74% | Q4 2021 | Q3 2023 | 8 |
TSLA | TESLA INC | 8 | 8 | 0.12% | 0.46% | 0.64% | Q4 2021 | Q3 2023 | 8 |
IEF | ISHARES TR | 8 | 8 | 0.10% | 0.45% | 1.02% | Q4 2021 | Q3 2023 | 8 |
RTX | RTX CORPORATION | 8 | 8 | 0.15% | 0.44% | 0.74% | Q4 2021 | Q3 2023 | 8 |
PM | PHILIP MORRIS INTL INC | 8 | 8 | 0.18% | 0.44% | 0.69% | Q4 2021 | Q3 2023 | 8 |
FCX | FREEPORT-MCMORAN INC | 8 | 8 | 0.13% | 0.42% | 0.87% | Q4 2021 | Q3 2023 | 8 |
HES | HESS CORP | 8 | 8 | 0.21% | 0.40% | 0.65% | Q4 2021 | Q3 2023 | 8 |
IHF | ISHARES TR | 8 | 8 | 0.20% | 0.40% | 0.60% | Q4 2021 | Q3 2023 | 8 |
PG | PROCTER AND GAMBLE CO | 8 | 8 | 0.22% | 0.38% | 0.46% | Q4 2021 | Q3 2023 | 8 |
NKE | NIKE INC | 8 | 8 | 0.10% | 0.37% | 0.73% | Q4 2021 | Q3 2023 | 8 |
NVO | NOVO-NORDISK A S | 8 | 8 | 0.28% | 0.36% | 0.43% | Q4 2021 | Q3 2023 | 8 |
ABBV | ABBVIE INC | 8 | 8 | 0.21% | 0.36% | 0.46% | Q4 2021 | Q3 2023 | 8 |
NFLX | NETFLIX INC | 8 | 8 | 0.25% | 0.36% | 0.51% | Q4 2021 | Q3 2023 | 8 |
CRM | SALESFORCE INC | 8 | 8 | 0.14% | 0.35% | 0.56% | Q4 2021 | Q3 2023 | 8 |
PFE | PFIZER INC | 8 | 8 | 0.25% | 0.34% | 0.65% | Q4 2021 | Q3 2023 | 8 |
BAC | BK OF AMERICA CORP | 8 | 8 | 0.18% | 0.34% | 0.45% | Q4 2021 | Q3 2023 | 8 |
BMY | BRISTOL-MYERS SQUIBB CO | 8 | 8 | 0.16% | 0.34% | 0.65% | Q4 2021 | Q3 2023 | 8 |
DIS | DISNEY WALT CO | 8 | 8 | 0.18% | 0.34% | 0.74% | Q4 2021 | Q3 2023 | 8 |
QCOM | QUALCOMM INC | 8 | 8 | 0.10% | 0.34% | 0.74% | Q4 2021 | Q3 2023 | 8 |
PYPL | PAYPAL HLDGS INC | 8 | 8 | 0.10% | 0.33% | 0.71% | Q4 2021 | Q3 2023 | 8 |
PSX | PHILLIPS 66 | 8 | 8 | 0.12% | 0.33% | 0.57% | Q4 2021 | Q3 2023 | 8 |
NEA | NUVEEN AMT FREE QLTY M... | 8 | 8 | 0.10% | 0.33% | 0.61% | Q4 2021 | Q3 2023 | 8 |
AMAT | APPLIED MATLS INC | 8 | 8 | 0.18% | 0.33% | 0.65% | Q4 2021 | Q3 2023 | 8 |
OVV | OVINTIV INC | 8 | 8 | 0.14% | 0.31% | 0.50% | Q4 2021 | Q3 2023 | 8 |
LOW | LOWES COS INC | 8 | 8 | 0.15% | 0.30% | 0.50% | Q4 2021 | Q3 2023 | 8 |
UNP | UNION PAC CORP | 8 | 8 | 0.18% | 0.29% | 0.40% | Q4 2021 | Q3 2023 | 8 |
VZ | VERIZON COMMUNICATIONS... | 8 | 8 | 0.10% | 0.28% | 0.57% | Q4 2021 | Q3 2023 | 8 |
QUS | SPDR SER TR | 8 | 8 | 0.16% | 0.27% | 0.41% | Q4 2021 | Q3 2023 | 8 |
PEP | PEPSICO INC | 8 | 8 | 0.18% | 0.27% | 0.34% | Q4 2021 | Q3 2023 | 8 |
CI | THE CIGNA GROUP | 8 | 8 | 0.15% | 0.26% | 0.43% | Q4 2021 | Q3 2023 | 8 |
WMB | WILLIAMS COS INC | 8 | 8 | 0.14% | 0.26% | 0.36% | Q4 2021 | Q3 2023 | 8 |
KO | COCA COLA CO | 8 | 8 | 0.18% | 0.26% | 0.34% | Q4 2021 | Q3 2023 | 8 |
CNC | CENTENE CORP DEL | 8 | 8 | 0.12% | 0.25% | 0.36% | Q4 2021 | Q3 2023 | 8 |
IQI | INVESCO QUALITY MUN IN... | 8 | 8 | 0.03% | 0.24% | 0.49% | Q4 2021 | Q3 2023 | 8 |
USB | US BANCORP DEL | 8 | 8 | 0.18% | 0.24% | 0.30% | Q4 2021 | Q3 2023 | 8 |
ORCL | ORACLE CORP | 8 | 8 | 0.20% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 8 |
NVG | NUVEEN AMT FREE MUN CR... | 8 | 8 | 0.10% | 0.23% | 0.43% | Q4 2021 | Q3 2023 | 8 |
CAT | CATERPILLAR INC | 8 | 8 | 0.18% | 0.23% | 0.27% | Q4 2021 | Q3 2023 | 8 |
VNQ | VANGUARD INDEX FDS | 8 | 8 | 0.08% | 0.21% | 0.37% | Q4 2021 | Q3 2023 | 8 |
MET | METLIFE INC | 8 | 8 | 0.08% | 0.20% | 0.32% | Q4 2021 | Q3 2023 | 8 |
PCG | PG&E CORP | 8 | 8 | 0.09% | 0.18% | 0.30% | Q4 2021 | Q3 2023 | 8 |
JBHT | HUNT J B TRANS SVCS INC | 8 | 8 | 0.10% | 0.17% | 0.24% | Q4 2021 | Q3 2023 | 8 |
ZTS | ZOETIS INC | 8 | 8 | 0.10% | 0.17% | 0.28% | Q4 2021 | Q3 2023 | 8 |
CSX | CSX CORP | 8 | 8 | 0.10% | 0.16% | 0.23% | Q4 2021 | Q3 2023 | 8 |
MYI | BLACKROCK MUNIYIELD QU... | 8 | 8 | 0.08% | 0.15% | 0.28% | Q4 2021 | Q3 2023 | 8 |
CMU | MFS HIGH YIELD MUN TR | 8 | 8 | 0.04% | 0.13% | 0.22% | Q4 2021 | Q3 2023 | 8 |
MQT | BLACKROCK MUNIYIELD QU... | 8 | 8 | 0.05% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 8 |
IVV | ISHARES TR | 7 | 7 | 0.43% | 1.70% | 5.06% | Q1 2022 | Q3 2023 | 7 |
VEA | VANGUARD TAX-MANAGED FDS | 7 | 7 | 0.23% | 1.66% | 3.47% | Q1 2022 | Q3 2023 | 7 |
XOM | EXXON MOBIL CORP | 7 | 7 | 0.74% | 1.03% | 1.44% | Q1 2022 | Q3 2023 | 7 |
UNH | UNITEDHEALTH GROUP INC | 7 | 7 | 0.50% | 0.75% | 1.11% | Q4 2021 | Q2 2023 | 7 |
SHY | ISHARES TR | 4 | 3 | 0.44% | 0.67% | 0.92% | Q4 2021 | Q3 2023 | 7 |
EEM | ISHARES TR | 6 | 1 | 0.32% | 0.64% | 0.82% | Q4 2021 | Q3 2023 | 7 |
DIMENSIONAL ETF TRUST | 7 | 7 | 0.19% | 0.58% | 0.99% | Q1 2022 | Q3 2023 | 7 | |
GLD | SPDR GOLD TR | 7 | 7 | 0.14% | 0.37% | 0.51% | Q4 2021 | Q2 2023 | 7 |
NOW | SERVICENOW INC | 7 | 7 | 0.17% | 0.31% | 0.46% | Q4 2021 | Q2 2023 | 7 |
IYW | ISHARES TR | 7 | 7 | 0.18% | 0.31% | 0.49% | Q4 2021 | Q2 2023 | 7 |
UPS | UNITED PARCEL SERVICE INC | 7 | 7 | 0.17% | 0.29% | 0.40% | Q1 2022 | Q3 2023 | 7 |
PXD | PIONEER NAT RES CO | 7 | 7 | 0.17% | 0.28% | 0.45% | Q1 2022 | Q3 2023 | 7 |
NZF | NUVEEN MUNICIPAL CREDI... | 7 | 7 | 0.13% | 0.27% | 0.46% | Q4 2021 | Q2 2023 | 7 |
OXY | OCCIDENTAL PETE CORP | 7 | 7 | 0.14% | 0.25% | 0.43% | Q1 2022 | Q3 2023 | 7 |
COST | COSTCO WHSL CORP NEW | 7 | 7 | 0.18% | 0.24% | 0.34% | Q1 2022 | Q3 2023 | 7 |
SHELL PLC | 7 | 7 | 0.16% | 0.23% | 0.35% | Q1 2022 | Q3 2023 | 7 | |
AIG | AMERICAN INTL GROUP INC | 7 | 7 | 0.08% | 0.22% | 0.38% | Q4 2021 | Q2 2023 | 7 |
HUM | HUMANA INC | 6 | 1 | 0.09% | 0.21% | 0.32% | Q4 2021 | Q3 2023 | 7 |
ISRG | INTUITIVE SURGICAL INC | 4 | 3 | 0.14% | 0.20% | 0.28% | Q4 2021 | Q3 2023 | 7 |
MAR | MARRIOTT INTL INC NEW | 5 | 2 | 0.14% | 0.18% | 0.24% | Q4 2021 | Q3 2023 | 7 |
ROBINHOOD MKTS INC | 7 | 7 | 0.08% | 0.15% | 0.28% | Q1 2022 | Q3 2023 | 7 | |
FMN | FEDERATED HERMES PREM ... | 7 | 7 | 0.07% | 0.15% | 0.30% | Q1 2022 | Q3 2023 | 7 |
MNP | WESTERN ASSET MUN PART... | 6 | 1 | 0.04% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 7 |
SOCIETY PASS INC | 7 | 7 | 0.01% | 0.04% | 0.11% | Q1 2022 | Q3 2023 | 7 | |
DFUS | DIMENSIONAL ETF TRUST | 6 | 6 | 0.78% | 1.29% | 1.80% | Q2 2022 | Q3 2023 | 6 |
TZA | DIREXION SHS ETF TR | 4 | 2 | 0.24% | 0.84% | 1.30% | Q4 2021 | Q2 2023 | 6 |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.26% | 0.62% | 1.14% | Q2 2022 | Q3 2023 | 6 | |
NVDA | NVIDIA CORPORATION | 4 | 2 | 0.19% | 0.60% | 1.11% | Q4 2021 | Q3 2023 | 6 |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.32% | 0.58% | 0.82% | Q2 2022 | Q3 2023 | 6 | |
DFAE | DIMENSIONAL ETF TRUST | 6 | 6 | 0.25% | 0.45% | 0.63% | Q2 2022 | Q3 2023 | 6 |
MRK | MERCK & CO INC | 6 | 6 | 0.23% | 0.42% | 0.60% | Q2 2022 | Q3 2023 | 6 |
ADSK | AUTODESK INC | 6 | 6 | 0.10% | 0.41% | 0.79% | Q4 2021 | Q1 2023 | 6 |
JNJ | JOHNSON & JOHNSON | 6 | 6 | 0.23% | 0.34% | 0.54% | Q1 2022 | Q2 2023 | 6 |
NAD | NUVEEN QUALITY MUNCP I... | 5 | 1 | 0.04% | 0.34% | 0.58% | Q4 2021 | Q3 2023 | 6 |
MPC | MARATHON PETE CORP | 6 | 6 | 0.19% | 0.27% | 0.41% | Q4 2021 | Q1 2023 | 6 |
T | AT&T INC | 6 | 6 | 0.18% | 0.26% | 0.35% | Q1 2022 | Q2 2023 | 6 |
VTEB | VANGUARD MUN BD FDS | 6 | 6 | 0.11% | 0.21% | 0.38% | Q2 2022 | Q3 2023 | 6 |
EVN | EATON VANCE MUNI INCOM... | 6 | 6 | 0.06% | 0.18% | 0.29% | Q4 2021 | Q1 2023 | 6 |
NEE | NEXTERA ENERGY INC | 6 | 6 | 0.12% | 0.18% | 0.25% | Q1 2022 | Q2 2023 | 6 |
MDLZ | MONDELEZ INTL INC | 6 | 6 | 0.13% | 0.17% | 0.22% | Q2 2022 | Q3 2023 | 6 |
GD | GENERAL DYNAMICS CORP | 6 | 6 | 0.12% | 0.17% | 0.23% | Q2 2022 | Q3 2023 | 6 |
ITOT | ISHARES TR | 4 | 2 | 0.10% | 0.16% | 0.29% | Q4 2021 | Q3 2023 | 6 |
CNQ | CANADIAN NAT RES LTD | 4 | 2 | 0.12% | 0.15% | 0.22% | Q1 2022 | Q3 2023 | 6 |
VGT | VANGUARD WORLD FDS | 4 | 2 | 0.10% | 0.15% | 0.24% | Q4 2021 | Q3 2023 | 6 |
SU | SUNCOR ENERGY INC NEW | 4 | 2 | 0.08% | 0.13% | 0.22% | Q1 2022 | Q3 2023 | 6 |
DMB | BNY MELLON MUN BD INFR... | 6 | 6 | 0.05% | 0.11% | 0.16% | Q4 2021 | Q1 2023 | 6 |
NMTC | NEUROONE MED TECHNOLOG... | 6 | 6 | 0.02% | 0.07% | 0.11% | Q4 2021 | Q1 2023 | 6 |
CXE | MFS HIGH INCOME MUN TR | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
VTGN | VISTAGEN THERAPEUTICS INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
DIMENSIONAL ETF TRUST | 5 | 5 | 0.36% | 0.71% | 1.16% | Q2 2022 | Q2 2023 | 5 | |
BSV | VANGUARD BD INDEX FDS | 3 | 2 | 0.57% | 0.71% | 0.78% | Q4 2021 | Q3 2023 | 5 |
SPY | SPDR S&P 500 ETF TR | 4 | 1 | 0.30% | 0.63% | 1.86% | Q4 2021 | Q3 2023 | 5 |
MCO | MOODYS CORP | 5 | 5 | 0.19% | 0.41% | 0.75% | Q1 2022 | Q1 2023 | 5 |
SCHW | SCHWAB CHARLES CORP | 3 | 2 | 0.20% | 0.37% | 0.66% | Q2 2022 | Q3 2023 | 5 |
VGSH | VANGUARD SCOTTSDALE FDS | 3 | 2 | 0.08% | 0.36% | 0.93% | Q1 2022 | Q3 2023 | 5 |
FMC | FMC CORP | 5 | 5 | 0.10% | 0.30% | 0.42% | Q4 2021 | Q4 2022 | 5 |
LLY | LILLY ELI & CO | 5 | 5 | 0.24% | 0.30% | 0.40% | Q3 2022 | Q3 2023 | 5 |
MDT | MEDTRONIC PLC | 3 | 2 | 0.08% | 0.28% | 0.60% | Q4 2021 | Q3 2023 | 5 |
WMT | WALMART INC | 5 | 5 | 0.26% | 0.28% | 0.30% | Q3 2022 | Q3 2023 | 5 |
TMO | THERMO FISHER SCIENTIF... | 5 | 5 | 0.21% | 0.26% | 0.33% | Q3 2022 | Q3 2023 | 5 |
UL | UNILEVER PLC | 5 | 5 | 0.18% | 0.22% | 0.31% | Q3 2022 | Q3 2023 | 5 |
ADP | AUTOMATIC DATA PROCESS... | 4 | 1 | 0.11% | 0.21% | 0.51% | Q1 2022 | Q3 2023 | 5 |
BBY | BEST BUY INC | 3 | 2 | 0.10% | 0.19% | 0.28% | Q4 2021 | Q1 2023 | 5 |
MCD | MCDONALDS CORP | 5 | 5 | 0.18% | 0.19% | 0.19% | Q3 2022 | Q3 2023 | 5 |
TFC | TRUIST FINL CORP | 5 | 5 | 0.10% | 0.18% | 0.21% | Q4 2021 | Q4 2022 | 5 |
SBUX | STARBUCKS CORP | 4 | 1 | 0.10% | 0.16% | 0.34% | Q4 2021 | Q3 2023 | 5 |
XLK | SELECT SECTOR SPDR TR | 3 | 2 | 0.08% | 0.14% | 0.22% | Q4 2021 | Q3 2023 | 5 |
CXH | MFS INVT GRADE MUN TR | 5 | 5 | 0.07% | 0.14% | 0.16% | Q4 2021 | Q4 2022 | 5 |
ASML | ASML HOLDING N V | 4 | 1 | 0.09% | 0.11% | 0.18% | Q4 2021 | Q3 2023 | 5 |
MVF | BLACKROCK MUNIVEST FD INC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
VKI | INVESCO ADVANTAGE MUN ... | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
SMFG | SUMITOMO MITSUI FINL G... | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
ASX | ASE TECHNOLOGY HLDG CO... | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
MFM | MFS MUN INCOME TR | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
LYG | LLOYDS BANKING GROUP PLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
ENIC | ENEL CHILE S.A. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
FSK | FS KKR CAP CORP | 4 | 4 | 2.39% | 2.63% | 2.96% | Q4 2022 | Q3 2023 | 4 |
PROSHARES TR | 2 | 2 | 1.34% | 2.47% | 3.38% | Q1 2022 | Q1 2023 | 4 | |
VVNT | VIVINT SMART HOME INC | 4 | 4 | 0.79% | 2.31% | 6.09% | Q4 2021 | Q3 2022 | 4 |
DFAI | DIMENSIONAL ETF TRUST | 4 | 4 | 1.29% | 1.47% | 1.77% | Q4 2022 | Q3 2023 | 4 |
SPDW | SPDR INDEX SHS FDS | 4 | 4 | 0.62% | 0.93% | 1.21% | Q4 2022 | Q3 2023 | 4 |
VWO | VANGUARD INTL EQUITY I... | 3 | 1 | 0.19% | 0.79% | 1.51% | Q1 2022 | Q3 2023 | 4 |
MDYG | SPDR SER TR | 4 | 4 | 0.51% | 0.75% | 0.97% | Q4 2022 | Q3 2023 | 4 |
MDYV | SPDR SER TR | 4 | 4 | 0.47% | 0.70% | 0.93% | Q4 2022 | Q3 2023 | 4 |
VOO | VANGUARD INDEX FDS | 4 | 4 | 0.59% | 0.63% | 0.72% | Q4 2022 | Q3 2023 | 4 |
USRT | ISHARES TR | 4 | 4 | 0.36% | 0.54% | 0.72% | Q4 2022 | Q3 2023 | 4 |
PULS | PGIM ETF TR | 4 | 4 | 0.26% | 0.51% | 1.09% | Q4 2022 | Q3 2023 | 4 |
GSIE | GOLDMAN SACHS ETF TR | 4 | 4 | 0.32% | 0.49% | 0.56% | Q4 2022 | Q3 2023 | 4 |
AVGO | BROADCOM INC | 4 | 4 | 0.43% | 0.46% | 0.51% | Q4 2022 | Q3 2023 | 4 |
GSID | GOLDMAN SACHS ETF TR | 4 | 4 | 0.29% | 0.44% | 0.51% | Q4 2022 | Q3 2023 | 4 |
PFFD | GLOBAL X FDS | 4 | 4 | 0.29% | 0.41% | 0.56% | Q4 2022 | Q3 2023 | 4 |
FE | FIRSTENERGY CORP | 4 | 4 | 0.29% | 0.38% | 0.44% | Q4 2021 | Q3 2022 | 4 |
GLW | CORNING INC | 4 | 4 | 0.18% | 0.36% | 0.71% | Q4 2021 | Q3 2022 | 4 |
EDV | VANGUARD WORLD FD | 4 | 4 | 0.27% | 0.36% | 0.41% | Q4 2022 | Q3 2023 | 4 |
CMCSA | COMCAST CORP NEW | 4 | 4 | 0.22% | 0.36% | 0.48% | Q1 2022 | Q4 2022 | 4 |
LRCX | LAM RESEARCH CORP | 3 | 1 | 0.08% | 0.32% | 0.48% | Q2 2022 | Q2 2023 | 4 |
VCIT | VANGUARD SCOTTSDALE FDS | 3 | 1 | 0.12% | 0.32% | 0.56% | Q4 2021 | Q3 2023 | 4 |
XSOE | WISDOMTREE TR | 4 | 4 | 0.23% | 0.31% | 0.35% | Q4 2022 | Q3 2023 | 4 |
ACWV | ISHARES INC | 4 | 4 | 0.21% | 0.29% | 0.40% | Q4 2022 | Q3 2023 | 4 |
SLYV | SPDR SER TR | 4 | 4 | 0.19% | 0.28% | 0.38% | Q4 2022 | Q3 2023 | 4 |
HON | HONEYWELL INTL INC | 4 | 4 | 0.17% | 0.28% | 0.34% | Q4 2022 | Q3 2023 | 4 |
SPIB | SPDR SER TR | 4 | 4 | 0.18% | 0.27% | 0.36% | Q4 2022 | Q3 2023 | 4 |
PXF | INVESCO EXCH TRADED FD... | 4 | 4 | 0.18% | 0.26% | 0.31% | Q4 2022 | Q3 2023 | 4 |
IT | GARTNER INC | 4 | 4 | 0.19% | 0.26% | 0.33% | Q4 2021 | Q3 2022 | 4 |
LAND | GLADSTONE LD CORP | 4 | 4 | 0.15% | 0.26% | 0.38% | Q4 2022 | Q3 2023 | 4 |
SWK | STANLEY BLACK & DECKER... | 4 | 4 | 0.15% | 0.25% | 0.35% | Q1 2022 | Q4 2022 | 4 |
SRE | SEMPRA | 4 | 4 | 0.12% | 0.20% | 0.30% | Q4 2022 | Q3 2023 | 4 |
FNV | FRANCO NEV CORP | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
JPIB | J P MORGAN EXCHANGE TR... | 4 | 4 | 0.13% | 0.19% | 0.25% | Q4 2022 | Q3 2023 | 4 |
AMGN | AMGEN INC | 4 | 4 | 0.13% | 0.18% | 0.21% | Q1 2022 | Q4 2022 | 4 |
DFAU | DIMENSIONAL ETF TRUST | 4 | 4 | 0.12% | 0.18% | 0.22% | Q1 2022 | Q4 2022 | 4 |
SLYG | SPDR SER TR | 4 | 4 | 0.12% | 0.18% | 0.24% | Q4 2022 | Q3 2023 | 4 |
NVS | NOVARTIS AG | 4 | 4 | 0.13% | 0.18% | 0.24% | Q4 2022 | Q3 2023 | 4 |
NTSE | WISDOMTREE TR | 4 | 4 | 0.13% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
LYB | LYONDELLBASELL INDUSTR... | 4 | 4 | 0.12% | 0.18% | 0.23% | Q4 2022 | Q3 2023 | 4 |
ELD | WISDOMTREE TR | 4 | 4 | 0.11% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 4 |
ENB | ENBRIDGE INC | 4 | 4 | 0.10% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
SYY | SYSCO CORP | 4 | 4 | 0.08% | 0.15% | 0.21% | Q4 2022 | Q3 2023 | 4 |
ALGN | ALIGN TECHNOLOGY INC | 2 | 2 | 0.09% | 0.15% | 0.21% | Q4 2021 | Q2 2023 | 4 |
PID | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.09% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
MCK | MCKESSON CORP | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
AJG | GALLAGHER ARTHUR J & CO | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
MC | MOELIS & CO | 4 | 4 | 0.09% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
TJX | TJX COS INC NEW | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
ANTM | ELEVANCE HEALTH INC | 4 | 4 | 0.09% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
ITW | ILLINOIS TOOL WKS INC | 4 | 4 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
DFAC | DIMENSIONAL ETF TRUST | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
MO | ALTRIA GROUP INC | 4 | 4 | 0.08% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
DHR | DANAHER CORPORATION | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
SPGI | S&P GLOBAL INC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
ORLY | OREILLY AUTOMOTIVE INC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
BA | BOEING CO | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
AXP | AMERICAN EXPRESS CO | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
SLB | SCHLUMBERGER LTD | 4 | 4 | 0.08% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
VLY | VALLEY NATL BANCORP | 4 | 4 | 0.05% | 0.10% | 0.17% | Q4 2022 | Q3 2023 | 4 |
BDX | BECTON DICKINSON & CO | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
NOBL | PROSHARES TR | 4 | 4 | 0.08% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
GS | GOLDMAN SACHS GROUP INC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
QRTEA | QURATE RETAIL INC | 4 | 4 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2022 | 4 |
HALEON PLC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 | |
LUMN | LUMEN TECHNOLOGIES INC | 4 | 4 | 0.01% | 0.04% | 0.10% | Q4 2022 | Q3 2023 | 4 |
UMC | UNITED MICROELECTRONIC... | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
WIT | WIPRO LTD | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SIRI | SIRIUS XM HOLDINGS INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ICSH | ISHARES TR | 3 | 3 | 0.89% | 1.97% | 2.51% | Q1 2023 | Q3 2023 | 3 |
SHV | ISHARES TR | 3 | 3 | 0.96% | 1.95% | 2.46% | Q1 2023 | Q3 2023 | 3 |
GSY | INVESCO ACTIVELY MANAG... | 3 | 3 | 0.87% | 1.91% | 2.43% | Q1 2023 | Q3 2023 | 3 |
VO | VANGUARD INDEX FDS | 3 | 3 | 0.36% | 1.00% | 1.49% | Q1 2023 | Q3 2023 | 3 |
NUGT | DIREXION SHS ETF TR | 1 | 1 | 0.11% | 0.68% | 1.41% | Q2 2022 | Q2 2023 | 3 |
GOVT | ISHARES TR | 3 | 3 | 0.19% | 0.58% | 0.92% | Q1 2023 | Q3 2023 | 3 |
IJR | ISHARES TR | 3 | 3 | 0.16% | 0.42% | 0.62% | Q1 2023 | Q3 2023 | 3 |
IWM | ISHARES TR | 3 | 3 | 0.26% | 0.33% | 0.46% | Q2 2022 | Q4 2022 | 3 |
ALLY | ALLY FINL INC | 3 | 3 | 0.17% | 0.32% | 0.42% | Q2 2022 | Q4 2022 | 3 |
SRLN | SSGA ACTIVE ETF TR | 3 | 3 | 0.12% | 0.32% | 0.49% | Q1 2023 | Q3 2023 | 3 |
MS | MORGAN STANLEY | 3 | 3 | 0.26% | 0.30% | 0.33% | Q4 2021 | Q2 2022 | 3 |
BAX | BAXTER INTL INC | 3 | 3 | 0.24% | 0.25% | 0.26% | Q4 2021 | Q2 2022 | 3 |
GOLD | BARRICK GOLD CORP | 3 | 3 | 0.21% | 0.25% | 0.28% | Q1 2022 | Q3 2022 | 3 |
PGX | INVESCO EXCH TRADED FD... | 3 | 3 | 0.22% | 0.24% | 0.27% | Q4 2021 | Q2 2022 | 3 |
SLV | ISHARES SILVER TR | 2 | 1 | 0.15% | 0.23% | 0.27% | Q4 2021 | Q4 2022 | 3 |
AES | AES CORP | 3 | 3 | 0.19% | 0.21% | 0.23% | Q4 2021 | Q2 2022 | 3 |
VLO | VALERO ENERGY CORP | 3 | 3 | 0.10% | 0.21% | 0.29% | Q1 2023 | Q3 2023 | 3 |
MU | MICRON TECHNOLOGY INC | 2 | 1 | 0.08% | 0.21% | 0.45% | Q4 2021 | Q3 2023 | 3 |
ALB | ALBEMARLE CORP | 3 | 3 | 0.17% | 0.21% | 0.23% | Q1 2023 | Q3 2023 | 3 |
VYMI | VANGUARD WHITEHALL FDS | 3 | 3 | 0.09% | 0.20% | 0.32% | Q1 2023 | Q3 2023 | 3 |
FRG | FRANCHISE GROUP INC | 3 | 3 | 0.16% | 0.20% | 0.22% | Q4 2022 | Q2 2023 | 3 |
TEI | TEMPLETON EMERGING MKT... | 3 | 3 | 0.15% | 0.18% | 0.19% | Q4 2021 | Q2 2022 | 3 |
TIDAL ETF TR | 3 | 3 | 0.15% | 0.17% | 0.19% | Q4 2022 | Q2 2023 | 3 | |
RYE | INVESCO EXCHANGE TRADE... | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
TLT | ISHARES TR | 2 | 1 | 0.11% | 0.17% | 0.28% | Q4 2021 | Q1 2023 | 3 |
MMM | 3M CO | 3 | 3 | 0.11% | 0.16% | 0.22% | Q4 2022 | Q2 2023 | 3 |
BLK | BLACKROCK INC | 3 | 3 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q2 2023 | 3 |
ILMN | ILLUMINA INC | 2 | 1 | 0.12% | 0.16% | 0.21% | Q1 2022 | Q1 2023 | 3 |
DNL | WISDOMTREE TR | 3 | 3 | 0.14% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
KHC | KRAFT HEINZ CO | 3 | 3 | 0.10% | 0.14% | 0.18% | Q4 2022 | Q2 2023 | 3 |
AMD | ADVANCED MICRO DEVICES... | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
IBM | INTERNATIONAL BUSINESS... | 2 | 1 | 0.09% | 0.13% | 0.18% | Q2 2022 | Q1 2023 | 3 |
XM | QUALTRICS INTL INC | 3 | 3 | 0.09% | 0.13% | 0.17% | Q3 2022 | Q1 2023 | 3 |
IWF | ISHARES TR | 3 | 3 | 0.11% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
VRTX | VERTEX PHARMACEUTICALS... | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
LEMB | ISHARES INC | 3 | 3 | 0.09% | 0.12% | 0.15% | Q4 2022 | Q2 2023 | 3 |
RRC | RANGE RES CORP | 2 | 1 | 0.08% | 0.11% | 0.18% | Q1 2022 | Q3 2023 | 3 |
INTU | INTUIT | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
FICS | FIRST TR EXCHANGE-TRAD... | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
GIS | GENERAL MLS INC | 3 | 3 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q2 2023 | 3 |
VGIT | VANGUARD SCOTTSDALE FDS | 3 | 3 | 0.09% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
SAP | SAP SE | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
WM | WASTE MGMT INC DEL | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
ETN | EATON CORP PLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
FICO | FAIR ISAAC CORP | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
FTI | TECHNIPFMC PLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2022 | Q3 2022 | 3 |
APH | AMPHENOL CORP NEW | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
BKNG | BOOKING HOLDINGS INC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
SOFI | SOFI TECHNOLOGIES INC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
TM | TOYOTA MOTOR CORP | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
EQIX | EQUINIX INC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
CME | CME GROUP INC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
JCPB | J P MORGAN EXCHANGE TR... | 3 | 3 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q2 2023 | 3 |
ODFL | OLD DOMINION FREIGHT L... | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
TD | TORONTO DOMINION BK ONT | 3 | 3 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q2 2023 | 3 |
TRV | TRAVELERS COMPANIES INC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 3 |
PGR | PROGRESSIVE CORP | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
HSY | HERSHEY CO | 3 | 3 | 0.07% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
FAX | ABRDN ASIA PACIFIC INC... | 3 | 3 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q2 2022 | 3 |
KMB | KIMBERLY-CLARK CORP | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
ADI | ANALOG DEVICES INC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
SO | SOUTHERN CO | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
PMO | PUTNAM MUN OPPORTUNITI... | 3 | 3 | 0.05% | 0.08% | 0.12% | Q3 2022 | Q1 2023 | 3 |
FCO | ABRDN GLOBAL INCOME FU... | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2022 | 3 |
F | FORD MTR CO DEL | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
NSL | NUVEEN SR INCOME FD | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
MMT | MFS MULTIMARKET INCOME TR | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
MUE | BLACKROCK MUNIHOLDINGS... | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
ICL | ICL GROUP LTD | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
LPL | LG DISPLAY CO LTD | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
BBD | BANCO BRADESCO S A | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 3 |
NMR | NOMURA HLDGS INC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
PXH | INVESCO EXCH TRADED FD... | 1 | 1 | 0.54% | 0.73% | 0.93% | Q1 2023 | Q3 2023 | 2 |
STT | STATE STR CORP | 2 | 2 | 0.47% | 0.49% | 0.51% | Q2 2022 | Q3 2022 | 2 |
PBDM | INVESCO EXCH TRADED FD... | 2 | 2 | 0.36% | 0.46% | 0.56% | Q4 2022 | Q1 2023 | 2 |
APD | AIR PRODS & CHEMS INC | 2 | 2 | 0.44% | 0.45% | 0.46% | Q1 2022 | Q2 2022 | 2 |
OMC | OMNICOM GROUP INC | 1 | 1 | 0.41% | 0.43% | 0.45% | Q4 2021 | Q2 2022 | 2 |
TROW | PRICE T ROWE GROUP INC | 2 | 2 | 0.33% | 0.38% | 0.42% | Q1 2022 | Q2 2022 | 2 |
FIS | FIDELITY NATL INFORMAT... | 2 | 2 | 0.34% | 0.36% | 0.39% | Q4 2021 | Q1 2022 | 2 |
PCT | PURECYCLE TECHNOLOGIES... | 2 | 2 | 0.16% | 0.35% | 0.54% | Q2 2022 | Q3 2022 | 2 |
BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 0.11% | 0.32% | 0.54% | Q4 2021 | Q4 2022 | 2 |
SMG | SCOTTS MIRACLE-GRO CO | 2 | 2 | 0.21% | 0.31% | 0.40% | Q4 2021 | Q1 2022 | 2 |
TER | TERADYNE INC | 2 | 2 | 0.24% | 0.30% | 0.36% | Q3 2022 | Q4 2022 | 2 |
CE | CELANESE CORP DEL | 2 | 2 | 0.23% | 0.30% | 0.37% | Q3 2022 | Q4 2022 | 2 |
UVXY | PROSHARES TR II | 1 | 1 | 0.23% | 0.28% | 0.34% | Q1 2022 | Q4 2022 | 2 |
PBEE | INVESCO EXCH TRADED FD... | 2 | 2 | 0.21% | 0.26% | 0.32% | Q4 2022 | Q1 2023 | 2 |
ZS | ZSCALER INC | 2 | 2 | 0.19% | 0.23% | 0.27% | Q4 2021 | Q1 2022 | 2 |
BND | VANGUARD BD INDEX FDS | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q1 2022 | 2 |
TDC | TERADATA CORP DEL | 2 | 2 | 0.19% | 0.22% | 0.25% | Q1 2022 | Q2 2022 | 2 |
LUV | SOUTHWEST AIRLS CO | 2 | 2 | 0.21% | 0.22% | 0.22% | Q1 2022 | Q2 2022 | 2 |
C | CITIGROUP INC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q1 2022 | Q2 2022 | 2 |
GENERAL ELECTRIC CO | 1 | 1 | 0.14% | 0.19% | 0.25% | Q1 2023 | Q3 2023 | 2 | |
VUG | VANGUARD INDEX FDS | 2 | 2 | 0.12% | 0.17% | 0.21% | Q4 2022 | Q1 2023 | 2 |
GLOBAL X FDS | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 | |
MPW | MEDICAL PPTYS TRUST INC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q2 2023 | 2 |
SSTK | SHUTTERSTOCK INC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
G | GENPACT LIMITED | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q1 2023 | 2 |
DEM | WISDOMTREE TR | 2 | 2 | 0.10% | 0.12% | 0.15% | Q2 2023 | Q3 2023 | 2 |
HYG | ISHARES TR | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
DGRO | ISHARES TR | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
EUSA | ISHARES INC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
JOE | ST JOE CO | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
IP | INTERNATIONAL PAPER CO | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
JVAL | J P MORGAN EXCHANGE TR... | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
VYM | VANGUARD WHITEHALL FDS | 2 | 2 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
EVV | EATON VANCE LTD DURATI... | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q2 2022 | 2 |
ABNB | AIRBNB INC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
DIMENSIONAL ETF TRUST | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 | |
VT | VANGUARD INTL EQUITY I... | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
EOG | EOG RES INC | 1 | 1 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 2 |
AZN | ASTRAZENECA PLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
AMP | AMERIPRISE FINL INC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
CTVA | CORTEVA INC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
MMC | MARSH & MCLENNAN COS INC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
REGN | REGENERON PHARMACEUTICALS | 1 | 1 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 2 |
SNPS | SYNOPSYS INC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
DE | DEERE & CO | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
CPRT | COPART INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
IBN | ICICI BANK LIMITED | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
FAST | FASTENAL CO | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
RJF | RAYMOND JAMES FINL INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
KLAC | KLA CORP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
TTWO | TAKE-TWO INTERACTIVE S... | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
CHD | CHURCH & DWIGHT CO INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
MSD | MORGAN STANLEY EMKT DB... | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q2 2022 | 2 |
INFY | INFOSYS LTD | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
WARNER BROS DISCOVERY INC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 2 | |
AFB | ALLIANCEBERNSTEIN NATL... | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
OWLET INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 | |
NOK | NOKIA CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CLXPF | CYBIN INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
AMC | AMC ENTMT HLDGS INC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q4 2021 | Q4 2021 | 1 |
MUB | ISHARES TR | 1 | 1 | 2.50% | 2.50% | 2.50% | Q1 2022 | Q1 2022 | 1 |
TFI | SPDR SER TR | 1 | 1 | 2.12% | 2.12% | 2.12% | Q1 2022 | Q1 2022 | 1 |
NCINO INC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q3 2023 | Q3 2023 | 1 | |
AGG | ISHARES TR | 1 | 1 | 1.60% | 1.60% | 1.60% | Q4 2021 | Q4 2021 | 1 |
WYNN | WYNN RESORTS LTD | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2021 | Q4 2021 | 1 |
MDY | SPDR S&P MIDCAP 400 ET... | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2021 | Q4 2021 | 1 |
BILI | BILIBILI INC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2022 | Q2 2022 | 1 |
EFA | ISHARES TR | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2021 | Q4 2021 | 1 |
RBB FD INC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2023 | Q3 2023 | 1 | |
MINT | PIMCO ETF TR | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
XLC | SELECT SECTOR SPDR TR | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2021 | Q4 2021 | 1 |
FUTU | FUTU HLDGS LTD | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2022 | Q2 2022 | 1 |
LMT | LOCKHEED MARTIN CORP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2021 | Q4 2021 | 1 |
FPE | FIRST TR EXCH TRADED F... | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2022 | Q4 2022 | 1 |
BOIL | PROSHARES TR II | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2022 | Q3 2022 | 1 |
MKSI | MKS INSTRS INC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2021 | Q4 2021 | 1 |
TSCO | TRACTOR SUPPLY CO | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2022 | Q3 2022 | 1 |
ITB | ISHARES TR | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
ALL | ALLSTATE CORP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
LH | LABORATORY CORP AMER H... | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2022 | Q3 2022 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 | |
DIREXION SHS ETF TR | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2023 | Q1 2023 | 1 | |
FISV | FISERV INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
DPZ | DOMINOS PIZZA INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 2022 | 1 |
PII | POLARIS INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
ROST | ROSS STORES INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2022 | Q2 2022 | 1 |
MTZ | MASTEC INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2021 | Q4 2021 | 1 |
UUP | INVESCO DB US DLR INDE... | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
SQ | BLOCK INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
FDX | FEDEX CORP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2022 | Q3 2022 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 | |
WEAT | TEUCRIUM COMMODITY TR | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
MSCI | MSCI INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
MELI | MERCADOLIBRE INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
PEAKSTONE REALTY TRUST | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 | |
PDD | PINDUODUO INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
AGQ | PROSHARES TR II | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
BIL | SPDR SER TR | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
IJH | ISHARES TR | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
YUMC | YUM CHINA HLDGS INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
INTC | INTEL CORP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
IRM | IRON MTN INC DEL | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
XBI | SPDR SER TR | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
CTXS | CITRIX SYS INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
RIO | RIO TINTO PLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
DOCU | DOCUSIGN INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
ZBRA | ZEBRA TECHNOLOGIES COR... | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
IEMG | ISHARES INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
TSN | TYSON FOODS INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
RSG | REPUBLIC SVCS INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
POOL | POOL CORP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
INVESTMENT MANAGERS SE... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 | |
CAL | CALERES INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
WPM | WHEATON PRECIOUS METAL... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
RH | RH | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
IHDG | WISDOMTREE TR | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
ROKU | ROKU INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
BHP | BHP GROUP LTD | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
SII | SPROTT INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
XLV | SELECT SECTOR SPDR TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
IFF | INTERNATIONAL FLAVORS&... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
AEM | AGNICO EAGLE MINES LTD | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
ISEM | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
VTV | VANGUARD INDEX FDS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
AR | ANTERO RESOURCES CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
CVS | CVS HEALTH CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
NOC | NORTHROP GRUMMAN CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
TFLO | ISHARES TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
DIREXION SHS ETF TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 | |
GSK PLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 | |
NTB | BANK OF NT BUTTERFIELD... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
UBS | UBS GROUP AG | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
ADM | ARCHER DANIELS MIDLAND CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
ANET | ARISTA NETWORKS INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
TGT | TARGET CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
CB | CHUBB LIMITED | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
VDE | VANGUARD WORLD FDS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
SA | SEABRIDGE GOLD INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
ROK | ROCKWELL AUTOMATION INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
PCAR | PACCAR INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
HSBC | HSBC HLDGS PLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
BP | BP PLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
RACE | FERRARI N V | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
UBER | UBER TECHNOLOGIES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
MSI | MOTOROLA SOLUTIONS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
JQUA | J P MORGAN EXCHANGE TR... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
DD | DUPONT DE NEMOURS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
GDX | VANECK ETF TRUST | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
FDS | FACTSET RESH SYS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
LPLA | LPL FINL HLDGS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
HLT | HILTON WORLDWIDE HLDGS... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
KRANESHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 | |
RADI | RADIUS GLOBAL INFRASTR... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
JFR | NUVEEN FLOATING RATE I... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
DB | DEUTSCHE BANK A G | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
KEP | KOREA ELEC PWR CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
OWLET INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 | |
OMQS | OMNIQ CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
URG | UR-ENERGY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
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The securities at the top of the list , including BERKSHIRE HATHAWAY INC DEL, APPLE INC, and VANGUARD INDEX FDS, are the highest-conviction holdings of DRIVE WEALTH MANAGEMENT, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by DRIVE WEALTH MANAGEMENT, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that DRIVE WEALTH MANAGEMENT, LLC owns currently or has owned in the past.