258 is the total number of securities McCarthy Grittinger Financial Group, LLC has owned. The longest McCarthy Grittinger Financial Group, LLC has owned a single stock is 20 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| VV | VANGUARD INDEX FDS | 20 | 20 | 21.40% | 25.41% | 30.15% | Q4 2018 | Q3 2023 | 20 |
| VB | VANGUARD INDEX FDS | 20 | 20 | 11.46% | 13.58% | 16.44% | Q4 2018 | Q3 2023 | 20 |
| VEU | VANGUARD INTL EQUITY I... | 20 | 20 | 10.01% | 11.28% | 13.26% | Q4 2018 | Q3 2023 | 20 |
| BNDX | VANGUARD CHARLOTTE FDS | 20 | 20 | 8.43% | 11.18% | 16.49% | Q4 2018 | Q3 2023 | 20 |
| BSV | VANGUARD BD INDEX FDS | 20 | 20 | 5.72% | 8.54% | 15.41% | Q4 2018 | Q3 2023 | 20 |
| VIG | VANGUARD SPECIALIZED F... | 20 | 20 | 1.65% | 2.43% | 3.58% | Q4 2018 | Q3 2023 | 20 |
| VTV | VANGUARD INDEX FDS | 20 | 20 | 0.77% | 1.44% | 2.58% | Q4 2018 | Q3 2023 | 20 |
| VUG | VANGUARD INDEX FDS | 20 | 20 | 0.60% | 0.83% | 1.02% | Q4 2018 | Q3 2023 | 20 |
| VO | VANGUARD INDEX FDS | 20 | 20 | 0.32% | 0.66% | 1.21% | Q4 2018 | Q3 2023 | 20 |
| VXUS | VANGUARD STAR FDS | 20 | 20 | 0.02% | 0.47% | 1.23% | Q4 2018 | Q3 2023 | 20 |
| IVV | ISHARES TR | 20 | 20 | 0.14% | 0.21% | 0.28% | Q4 2018 | Q3 2023 | 20 |
| VYM | VANGUARD WHITEHALL FDS | 20 | 20 | 0.12% | 0.16% | 0.22% | Q4 2018 | Q3 2023 | 20 |
| PG | PROCTER AND GAMBLE CO | 20 | 20 | 0.07% | 0.11% | 0.21% | Q4 2018 | Q3 2023 | 20 |
| USB | US BANCORP DEL | 20 | 20 | 0.04% | 0.11% | 0.21% | Q4 2018 | Q3 2023 | 20 |
| IWD | ISHARES TR | 20 | 20 | 0.04% | 0.09% | 0.15% | Q4 2018 | Q3 2023 | 20 |
| UPS | UNITED PARCEL SERVICE INC | 20 | 20 | 0.06% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 20 |
| WEC | WEC ENERGY GROUP INC | 20 | 20 | 0.03% | 0.09% | 0.17% | Q4 2018 | Q3 2023 | 20 |
| AAPL | APPLE INC | 20 | 20 | 0.06% | 0.09% | 0.11% | Q4 2018 | Q3 2023 | 20 |
| DVY | ISHARES TR | 20 | 20 | 0.02% | 0.07% | 0.13% | Q4 2018 | Q3 2023 | 20 |
| XLI | SELECT SECTOR SPDR TR | 20 | 20 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
| SPY | SPDR S&P 500 ETF TR | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
| IWN | ISHARES TR | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
| FISV | FISERV INC | 20 | 20 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
| EXAS | EXACT SCIENCES CORP | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
| SRE | SEMPRA ENERGY | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
| VXF | VANGUARD INDEX FDS | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
| VOE | VANGUARD INDEX FDS | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
| IWS | ISHARES TR | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
| JNJ | JOHNSON & JOHNSON | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
| UA | UNDER ARMOUR INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
| SBUX | STARBUCKS CORP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
| UAA | UNDER ARMOUR INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
| BRKB | BERKSHIRE HATHAWAY INC... | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
| MSFT | MICROSOFT CORP | 11 | 7 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 18 |
| VSGX | VANGUARD WORLD FD | 17 | 17 | 0.07% | 0.12% | 0.18% | Q3 2019 | Q3 2023 | 17 |
| FIS | FIDELITY NATL INFORMAT... | 17 | 17 | 0.01% | 0.05% | 0.16% | Q3 2019 | Q3 2023 | 17 |
| AMZN | AMAZON COM INC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
| VCIT | VANGUARD SCOTTSDALE FDS | 15 | 1 | 0.35% | 10.08% | 12.16% | Q4 2018 | Q3 2023 | 16 |
| IRL | NEW IRELAND FD INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
| VGIT | VANGUARD SCOTTSDALE FDS | 15 | 15 | 5.72% | 10.62% | 12.64% | Q1 2020 | Q3 2023 | 15 |
| VSS | VANGUARD INTL EQUITY I... | 15 | 15 | 2.36% | 3.78% | 4.34% | Q1 2020 | Q3 2023 | 15 |
| SCHA | SCHWAB STRATEGIC TR | 15 | 15 | 0.37% | 0.50% | 1.33% | Q1 2020 | Q3 2023 | 15 |
| VTEB | VANGUARD MUN BD FDS | 15 | 15 | 0.03% | 0.23% | 1.89% | Q4 2018 | Q2 2022 | 15 |
| KSS | KOHLS CORP | 15 | 15 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2022 | 15 |
| NKTR | NEKTAR THERAPEUTICS | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
| BDX | BECTON DICKINSON & CO | 12 | 12 | 0.06% | 0.10% | 0.13% | Q4 2018 | Q3 2021 | 12 |
| IBM | INTERNATIONAL BUSINESS... | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 12 |
| CRM | SALESFORCE INC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
| BAC | BK OF AMERICA CORP | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
| AMD | ADVANCED MICRO DEVICES... | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
| DFAC | DIMENSIONAL ETF TRUST | 10 | 10 | 3.21% | 3.58% | 3.93% | Q2 2021 | Q3 2023 | 10 |
| CGW | INVESCO EXCH TRADED FD... | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
| DIMENSIONAL ETF TRUST | 9 | 9 | 1.41% | 1.73% | 2.09% | Q3 2021 | Q3 2023 | 9 | |
| VTI | VANGUARD INDEX FDS | 9 | 9 | 0.17% | 0.18% | 0.19% | Q3 2021 | Q3 2023 | 9 |
| GLD | SPDR GOLD TR | 9 | 9 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
| PFG | PRINCIPAL FINL GROUP INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 9 |
| GE | GENERAL ELECTRIC CO | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 9 |
| NFG | NATIONAL FUEL GAS CO N J | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 9 |
| BMO | BANK MONTREAL QUE | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
| PIPR | PIPER SANDLER COMPANIES | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
| SCHR | SCHWAB STRATEGIC TR | 8 | 8 | 0.01% | 0.31% | 1.99% | Q4 2021 | Q3 2023 | 8 |
| VOO | VANGUARD INDEX FDS | 7 | 1 | 0.03% | 0.23% | 0.97% | Q4 2019 | Q3 2023 | 8 |
| TXN | TEXAS INSTRS INC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 8 |
| SPDW | SPDR INDEX SHS FDS | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
| SCHD | SCHWAB STRATEGIC TR | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
| CVX | CHEVRON CORP NEW | 5 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 8 |
| VBR | VANGUARD INDEX FDS | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
| AQMS | AQUA METALS INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
| SCHI | SCHWAB STRATEGIC TR | 4 | 3 | 0.02% | 0.10% | 0.50% | Q4 2021 | Q3 2023 | 7 |
| HON | HONEYWELL INTL INC | 4 | 3 | 0.01% | 0.06% | 0.12% | Q3 2019 | Q1 2022 | 7 |
| VONV | VANGUARD SCOTTSDALE FDS | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 7 |
| ASB | ASSOCIATED BANC CORP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
| BGGSQ | BRIGGS & STRATTON CORP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
| BOTZ | GLOBAL X FDS | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
| TSM | TAIWAN SEMICONDUCTOR M... | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
| LUV | SOUTHWEST AIRLS CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
| CHD | CHURCH & DWIGHT INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
| JCI | JOHNSON CTLS INTL PLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
| DELL | DELL TECHNOLOGIES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
| IWM | ISHARES TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
| DIS | DISNEY WALT CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
| IEFA | ISHARES TR | 5 | 5 | 0.18% | 0.19% | 0.20% | Q4 2018 | Q4 2019 | 5 |
| IJS | ISHARES TR | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2019 | 5 |
| VWO | VANGUARD INTL EQUITY I... | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
| WSBF | WATERSTONE FINL INC MD | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
| SCHZ | SCHWAB STRATEGIC TR | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
| F | FORD MTR CO DEL | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
| PZG | PARAMOUNT GOLD NEV CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
| DIMENSIONAL ETF TRUST | 3 | 1 | 0.01% | 0.16% | 0.31% | Q4 2021 | Q3 2023 | 4 | |
| OMC | OMNICOM GROUP INC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
| XLE | SELECT SECTOR SPDR TR | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 4 |
| DD | DUPONT DE NEMOURS INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 4 |
| MRK | MERCK & CO. INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
| DOW | DOW INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 4 |
| CSCO | CISCO SYS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 4 |
| PRU | PRUDENTIAL FINL INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
| CTVA | CORTEVA INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 4 |
| INTC | INTEL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
| AMRN | AMARIN CORP PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
| STRT | STRATTEC SEC CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
| RY | ROYAL BK CDA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
| DDD | 3-D SYS CORP DEL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
| TEVA | TEVA PHARMACEUTICAL IN... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
| WAB | WABTEC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 4 |
| VEDL | VEDANTA LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
| IAGG | ISHARES TR | 2 | 1 | 0.00% | 0.12% | 0.27% | Q1 2022 | Q3 2023 | 3 |
| HONEYWELL INTL INC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q2 2019 | 3 | |
| SHBI | SHORE BANCSHARES INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
| C | CITIGROUP INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 3 |
| JPM | JPMORGAN CHASE & CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
| MRVL | MARVELL TECHNOLOGY INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
| DTN | WISDOMTREE TR | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
| ANTM | ANTHEM INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
| AVGO | BROADCOM INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
| MSI | MOTOROLA SOLUTIONS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
| VMW | VMWARE INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
| COWN | COWEN INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
| CLH | CLEAN HARBORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
| AMP | AMERIPRISE FINL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
| CTRCQ | CENTRIC BRANDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
| DWDP | DOWDUPONT INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
| BOEING CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 | |
| EZU | ISHARES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
| V | VISA INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
| IEMG | ISHARES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
| EWU | ISHARES TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
| ABT | ABBOTT LABS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
| WMT | WALMART INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
| STZ | CONSTELLATION BRANDS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
| EPP | ISHARES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
| CARR | CARRIER GLOBAL CORPORA... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
| FAST | FASTENAL CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
| AMT | AMERICAN TOWER CORP NEW | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| COF | CAPITAL ONE FINL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| TFC | TRUIST FINL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| HOG | HARLEY DAVIDSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
| EWL | ISHARES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| ALL | ALLSTATE CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| ABBV | ABBVIE INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| EWC | ISHARES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| GRMN | GARMIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| IR | INGERSOLL RAND INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| NSC | NORFOLK SOUTHN CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| MCD | MCDONALDS CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| QCOM | QUALCOMM INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| ISRG | INTUITIVE SURGICAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| MGIC | MAGIC SOFTWARE ENTERPR... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
| BLK | BLACKROCK INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| TSLA | TESLA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
| SPGI | S&P GLOBAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| ST | SENSATA TECHNOLOGIES H... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| TFX | TELEFLEX INCORPORATED | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| PKX | POSCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| CCOI | COGENT COMMUNICATIONS ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| NTR | NUTRIEN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| CTAS | CINTAS CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| DOX | AMDOCS LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| CDAY | CERIDIAN HCM HLDG INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| WM | WASTE MGMT INC DEL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| CE | CELANESE CORP DEL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| CCI | CROWN CASTLE INTL CORP... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| DTE | DTE ENERGY CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| KMX | CARMAX INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| DHR | DANAHER CORPORATION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| EWD | ISHARES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| UBS | UBS GROUP AG | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| BR | BROADRIDGE FINL SOLUTI... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| BSX | BOSTON SCIENTIFIC CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| SSNC | SS&C TECHNOLOGIES HLDG... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| DG | DOLLAR GEN CORP NEW | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| MSCI | MSCI INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| BBY | BEST BUY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| WRB | BERKLEY W R CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| BCS | BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| SAN | BANCO SANTANDER S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| BBVA | BANCO BILBAO VIZCAYA A... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| BP | BP PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| LNT | ALLIANT ENERGY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| XLF | SELECT SECTOR SPDR TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| LLY | LILLY ELI & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| AME | AMETEK INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| ARE | ALEXANDRIA REAL ESTATE... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| EW | EDWARDS LIFESCIENCES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| GIL | GILDAN ACTIVEWEAR INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| GDDY | GODADDY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| VLO | VALERO ENERGY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| UNH | UNITEDHEALTH GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| GOOGL | ALPHABET INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| HMC | HONDA MOTOR LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| SUI | SUN CMNTYS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| JBHT | HUNT J B TRANS SVCS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| ON | ON SEMICONDUCTOR CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| OKE | ONEOK INC NEW | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| ZTS | ZOETIS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| RTX | RAYTHEON TECHNOLOGIES ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| DXCM | DEXCOM INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| ELAN | ELANCO ANIMAL HEALTH INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| MA | MASTERCARD INCORPORATED | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| NATI | NATIONAL INSTRS CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| NBIX | NEUROCRINE BIOSCIENCES... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| SHG | SHINHAN FINANCIAL GROU... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| TMX | TERMINIX GLOBAL HOLDIN... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| TRU | TRANSUNION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| VC | VISTEON CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| TEL | TE CONNECTIVITY LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| IT | GARTNER INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
| DIMENSIONAL ETF TRUST | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 | |
| AOS | SMITH A O CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
| KEY | KEYCORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
| IVE | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
| VNQI | VANGUARD INTL EQUITY I... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
| VAW | VANGUARD WORLD FDS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
| ALPHABET INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 | |
| IJJ | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
| VEA | VANGUARD TAX MANAGED I... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
| FFC | FLAHERTY & CRUMRIN PFD... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
| KMB | KIMBERLY-CLARK CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
| CL | COLGATE PALMOLIVE CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| VGLT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
| SCHB | SCHWAB STRATEGIC TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
| NVS | NOVARTIS AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| T | AT&T INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
| PFE | PFIZER INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
| XEL | XCEL ENERGY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| DVN | DEVON ENERGY CORP NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
| HII | HUNTINGTON INGALLS IND... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
| HD | HOME DEPOT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
| URI | UNITED RENTALS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
| PCG | PG&E CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
| XOM | EXXON MOBIL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
| TMO | THERMO FISHER SCIENTIF... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
| MCHP | MICROCHIP TECHNOLOGY INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
| PLD | PROLOGIS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
| HLT | HILTON WORLDWIDE HLDGS... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
| UNP | UNION PAC CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
| STAR | ISTAR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
| COST | COSTCO WHSL CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| MPC | MARATHON PETE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| COR | CORESITE RLTY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| REZI | RESIDEO TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| STAA | STAAR SURGICAL CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
| SCHW | SCHWAB CHARLES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| GTX | GARRETT MOTION INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| MASI | MASIMO CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| ACN | ACCENTURE PLC IRELAND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| ASIX | ADVANSIX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| MMC | MARSH & MCLENNAN COS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| KOF | COCA-COLA FEMSA SAB DE CV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| CC | CHEMOURS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| VTRS | VIATRIS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
| CMPR | CIMPRESS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| ICLR | ICON PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| CNP | CENTERPOINT ENERGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| AVNS | AVANOS MED INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| WFC | WELLS FARGO CO NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
| SQ | SQUARE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| ITUB | ITAU UNIBANCO HLDG S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
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The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD INTL EQUITY INDEX F, are the highest-conviction holdings of McCarthy Grittinger Financial Group, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by McCarthy Grittinger Financial Group, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that McCarthy Grittinger Financial Group, LLC owns currently or has owned in the past.