725 is the total number of securities Haverford Trust Co has owned. The longest Haverford Trust Co has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 42 | 42 | 2.02% | 3.61% | 5.59% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON | 42 | 42 | 2.39% | 3.11% | 4.52% | Q2 2013 | Q3 2023 | 42 |
MSFT | MICROSOFT CORP | 42 | 42 | 0.88% | 2.92% | 5.07% | Q2 2013 | Q3 2023 | 42 |
JPM | J.P. MORGAN CHASE & CO | 42 | 42 | 2.24% | 2.82% | 3.52% | Q2 2013 | Q3 2023 | 42 |
BLK | BLACKROCK INC | 42 | 42 | 2.32% | 2.70% | 3.24% | Q2 2013 | Q3 2023 | 42 |
PEP | PEPSICO INC | 42 | 42 | 2.14% | 2.61% | 3.01% | Q2 2013 | Q3 2023 | 42 |
ACN | ACCENTURE LTD | 42 | 42 | 1.94% | 2.49% | 3.42% | Q2 2013 | Q3 2023 | 42 |
UNH | UNITEDHEALTH GROUP INC... | 42 | 42 | 1.20% | 2.40% | 3.33% | Q2 2013 | Q3 2023 | 42 |
CVS | CVS HEALTH CORPORATION | 42 | 42 | 1.28% | 2.38% | 3.27% | Q2 2013 | Q3 2023 | 42 |
TJX | TJX COS INC NEW | 42 | 42 | 1.12% | 2.06% | 2.55% | Q2 2013 | Q3 2023 | 42 |
DIS | DISNEY WALT PRODUCTIONS | 42 | 42 | 0.08% | 1.84% | 3.15% | Q2 2013 | Q3 2023 | 42 |
BDX | BECTON DICKINSON | 42 | 42 | 0.20% | 1.70% | 2.56% | Q2 2013 | Q3 2023 | 42 |
ORCL | ORACLE SYS CORP | 42 | 42 | 0.05% | 1.56% | 2.36% | Q2 2013 | Q3 2023 | 42 |
CMCSA | COMCAST CORP NEW COM CL A | 42 | 42 | 0.01% | 1.50% | 2.83% | Q2 2013 | Q3 2023 | 42 |
KO | COCACOLA CO | 42 | 42 | 0.90% | 1.47% | 2.08% | Q2 2013 | Q3 2023 | 42 |
XOM | EXXON MOBIL CORP | 42 | 42 | 0.10% | 1.44% | 3.04% | Q2 2013 | Q3 2023 | 42 |
LOW | LOWES COS INC | 42 | 42 | 0.02% | 1.36% | 3.52% | Q2 2013 | Q3 2023 | 42 |
WFC | WELLS FARGO CO | 42 | 42 | 0.02% | 1.33% | 3.12% | Q2 2013 | Q3 2023 | 42 |
PG | PROCTER & GAMBLE | 42 | 42 | 0.38% | 1.33% | 2.96% | Q2 2013 | Q3 2023 | 42 |
CVX | CHEVRON CORPORATION | 42 | 42 | 0.41% | 1.20% | 2.96% | Q2 2013 | Q3 2023 | 42 |
APD | AIR PRODUCTS & CHEMICA... | 42 | 42 | 0.04% | 1.14% | 2.36% | Q2 2013 | Q3 2023 | 42 |
MCD | MCDONALDS CORP | 42 | 42 | 0.51% | 1.00% | 3.58% | Q2 2013 | Q3 2023 | 42 |
ETN | EATON CORP, PLC | 42 | 42 | 0.14% | 0.97% | 3.91% | Q2 2013 | Q3 2023 | 42 |
HON | HONEYWELL INTERNATIONA... | 42 | 42 | 0.04% | 0.96% | 2.30% | Q2 2013 | Q3 2023 | 42 |
UPS | UNITED PARCEL SVC INC ... | 42 | 42 | 0.66% | 0.92% | 2.08% | Q2 2013 | Q3 2023 | 42 |
MRK | MERCK & CO | 42 | 42 | 0.58% | 0.90% | 1.34% | Q2 2013 | Q3 2023 | 42 |
ADP | AUTOMATIC DATA PROCESSING | 42 | 42 | 0.49% | 0.70% | 0.89% | Q2 2013 | Q3 2023 | 42 |
VZ | VERIZON COMMUNICATIONS | 42 | 42 | 0.10% | 0.65% | 1.15% | Q2 2013 | Q3 2023 | 42 |
UNP | UNION PACIFIC CORP | 42 | 42 | 0.12% | 0.63% | 2.29% | Q2 2013 | Q3 2023 | 42 |
CSCO | CISCO SYS INC | 42 | 42 | 0.04% | 0.63% | 1.39% | Q2 2013 | Q3 2023 | 42 |
PM | PHILIP MORRIS INTL,INC | 42 | 42 | 0.11% | 0.60% | 1.01% | Q2 2013 | Q3 2023 | 42 |
QCOM | QUALCOMM INC | 42 | 42 | 0.01% | 0.58% | 3.04% | Q2 2013 | Q3 2023 | 42 |
COST | COSTCO WHSL CORP NEW COM | 42 | 42 | 0.01% | 0.57% | 2.39% | Q2 2013 | Q3 2023 | 42 |
GPC | GENUINE PARTS CO | 42 | 42 | 0.20% | 0.56% | 0.72% | Q2 2013 | Q3 2023 | 42 |
SPY | SPDR TR UNIT SER 1 | 42 | 42 | 0.12% | 0.51% | 1.53% | Q2 2013 | Q3 2023 | 42 |
KMB | KIMBERLY CLARK CORP | 42 | 42 | 0.05% | 0.43% | 0.81% | Q2 2013 | Q3 2023 | 42 |
IBM | INTERNATIONAL BUSINESS... | 42 | 42 | 0.02% | 0.39% | 2.75% | Q2 2013 | Q3 2023 | 42 |
PFE | PFIZER INC | 42 | 42 | 0.17% | 0.38% | 0.83% | Q2 2013 | Q3 2023 | 42 |
MO | ALTRIA GROUP INC COM | 42 | 42 | 0.03% | 0.38% | 0.79% | Q2 2013 | Q3 2023 | 42 |
INTC | INTEL CORP | 42 | 42 | 0.02% | 0.37% | 0.81% | Q2 2013 | Q3 2023 | 42 |
USB | U S BANCORP | 42 | 42 | 0.01% | 0.34% | 1.73% | Q2 2013 | Q3 2023 | 42 |
NKE | NIKE INC CL B | 42 | 42 | 0.01% | 0.33% | 1.28% | Q2 2013 | Q3 2023 | 42 |
HD | HOME DEPOT INC | 42 | 42 | 0.10% | 0.29% | 0.52% | Q2 2013 | Q3 2023 | 42 |
WM | WASTE MGMT INC DEL | 42 | 42 | 0.02% | 0.23% | 0.86% | Q2 2013 | Q3 2023 | 42 |
MDLZ | MONDELEZ INTERNATIONAL... | 42 | 42 | 0.01% | 0.22% | 1.22% | Q2 2013 | Q3 2023 | 42 |
T | AT&T INC | 42 | 42 | 0.01% | 0.21% | 1.23% | Q2 2013 | Q3 2023 | 42 |
NVS | NOVARTIS AG ADR | 42 | 42 | 0.03% | 0.20% | 2.41% | Q2 2013 | Q3 2023 | 42 |
EMR | EMERSON ELECTRIC CO | 42 | 42 | 0.04% | 0.20% | 1.03% | Q2 2013 | Q3 2023 | 42 |
TGT | TARGET CORP | 42 | 42 | 0.02% | 0.20% | 0.76% | Q2 2013 | Q3 2023 | 42 |
AMGN | AMGEN INC | 42 | 42 | 0.06% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
MTB | M & T BK CORP | 42 | 42 | 0.01% | 0.17% | 0.70% | Q2 2013 | Q3 2023 | 42 |
MMM | 3M COMPANY | 42 | 42 | 0.04% | 0.16% | 0.33% | Q2 2013 | Q3 2023 | 42 |
ABBV | ABBVIE INC. | 42 | 42 | 0.11% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 42 |
LMT | LOCKHEED MARTIN CORP | 42 | 42 | 0.02% | 0.13% | 0.36% | Q2 2013 | Q3 2023 | 42 |
ITW | ILLINOIS TOOL WKS INC | 42 | 42 | 0.01% | 0.13% | 0.66% | Q2 2013 | Q3 2023 | 42 |
ABT | ABBOTT LABS | 42 | 42 | 0.07% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BMY | BRISTOL MYERS SQUIBB CO | 42 | 42 | 0.05% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 42 |
CL | COLGATEPALMOLIVE CO | 42 | 42 | 0.05% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
DEO | DIAGEO PLC SPONSORED ADR | 42 | 42 | 0.01% | 0.08% | 0.40% | Q2 2013 | Q3 2023 | 42 |
UL | UNILEVER PLC SPONSORED... | 42 | 42 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BRKB | BERKSHIRE HATHAWAY INC... | 42 | 42 | 0.03% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NEE | NEXTERA ENERGY INC | 42 | 42 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NSC | NORFOLK SOUTHERN CORP | 42 | 42 | 0.03% | 0.06% | 0.55% | Q2 2013 | Q3 2023 | 42 |
COP | CONOCOPHILLIPS | 42 | 42 | 0.01% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 42 |
SHW | SHERWIN WILLIAMS CO | 42 | 42 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WMT | WAL-MART STORES | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
EPD | ENTERPRISE PRODUCTS PA... | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PNC | PNC FINANCIAL CORP | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ED | CONSOLIDATED EDISON INC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GLD | SPDR GOLD TRUST | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GIS | GENERAL MILLS INC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BA | BOEING CO | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
D | DOMINION RES INC VA NE... | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DUK | DUKE ENERGY CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NVO | NOVONORDISK A/S SPONS ADR | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
TRV | TRAVELERS COMPANIES INC | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LLY | LILLY, ELI & COMPANY | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DE | DEERE & CO. | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PPL | PPL CORP COM | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CLX | CLOROX CO | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
SO | SOUTHERN CO | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PEG | PUBLIC SVC ENTERPRISES | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DOV | DOVER CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
IEMG | ISHARES INC | 40 | 1 | 1.54% | 3.53% | 5.38% | Q2 2013 | Q3 2023 | 41 |
IJR | ISHARES CORE S&P SMALL... | 40 | 1 | 1.15% | 2.25% | 3.03% | Q2 2013 | Q3 2023 | 41 |
IJH | ISHARES CORE S&P MIDCA... | 40 | 1 | 1.18% | 1.57% | 2.03% | Q2 2013 | Q3 2023 | 41 |
IGIB | ISHARES INTERMEDIATE T... | 40 | 1 | 0.48% | 0.85% | 1.25% | Q2 2013 | Q3 2023 | 41 |
VSS | VANGUARD FTSE ALL WORL... | 40 | 1 | 0.04% | 0.77% | 1.10% | Q2 2013 | Q3 2023 | 41 |
IGSB | ISHARES TR | 40 | 1 | 0.17% | 0.71% | 1.06% | Q2 2013 | Q3 2023 | 41 |
MBB | ISHARES BARCLAYS MBS B... | 40 | 1 | 0.34% | 0.64% | 1.26% | Q2 2013 | Q3 2023 | 41 |
VEA | VANGUARD TAX MANAGED I... | 40 | 1 | 0.04% | 0.57% | 2.80% | Q2 2013 | Q3 2023 | 41 |
AXP | AMERICAN EXPRESS CO | 41 | 41 | 0.02% | 0.43% | 2.28% | Q3 2013 | Q3 2023 | 41 |
IDV | ISHARES DOW JONES INTE... | 40 | 1 | 0.00% | 0.27% | 1.51% | Q2 2013 | Q3 2023 | 41 |
VIG | VANGUARD SPECIALIZED P... | 40 | 1 | 0.06% | 0.22% | 0.52% | Q2 2013 | Q3 2023 | 41 |
VWO | VANGUARD MSCI EMERGING... | 40 | 1 | 0.05% | 0.18% | 1.81% | Q2 2013 | Q3 2023 | 41 |
VNQ | VANGUARD REIT ETF | 40 | 1 | 0.02% | 0.17% | 0.87% | Q2 2013 | Q3 2023 | 41 |
IWF | ISHARES RUSSELL 1000 G... | 40 | 1 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 41 |
GVI | ISHARES BARCLAYS INTER... | 40 | 1 | 0.01% | 0.08% | 0.27% | Q2 2013 | Q3 2023 | 41 |
IWD | ISHARES RUSSELL 1000 V... | 40 | 1 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 41 |
DVY | ISHARES DJ SELECT DIVI... | 40 | 1 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 41 |
NSRGY | NESTLE S A SPON ADR REG | 38 | 3 | 0.02% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 41 |
MMP | MAGELLAN MIDSTREAM PAR... | 41 | 41 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2023 | 41 |
EFA | ISHARES MSCI EAFE INDE... | 40 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
IWO | ISHARES RUSSELL 2000 G... | 40 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 41 |
HYG | ISHARES TR | 40 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
VTV | VANGUARD VALUE ETF | 40 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
PPG | PPG INDS INC | 27 | 14 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
TDG | TRANSDIGM GROUP, INC. | 41 | 41 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
VGK | VANGUARD INTL EQUITY I... | 40 | 40 | 0.01% | 0.65% | 1.25% | Q4 2013 | Q3 2023 | 40 |
ACWX | ISHARES TRUST ISHARES ... | 40 | 40 | 0.01% | 0.16% | 1.12% | Q4 2013 | Q3 2023 | 40 |
BRKA | BERKSHIRE HATHAWAY INC... | 39 | 1 | 0.03% | 0.16% | 0.31% | Q3 2013 | Q3 2023 | 40 |
VOO | VANGUARD S&P 500 ETF | 40 | 40 | 0.05% | 0.08% | 0.13% | Q4 2013 | Q3 2023 | 40 |
DHR | DANAHER CORP SHS BEN INT | 40 | 40 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 40 |
VYM | VANGUARD WHITEHALL FDS... | 40 | 40 | 0.02% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 40 |
CP | CANADIAN PACIFIC RAILW... | 40 | 40 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2023 | 40 |
LQD | ISHARES TR | 40 | 40 | 0.00% | 0.02% | 0.02% | Q4 2013 | Q3 2023 | 40 |
VTI | VANGUARD TOTAL STOCK M... | 39 | 39 | 0.01% | 0.37% | 1.79% | Q1 2014 | Q3 2023 | 39 |
TIP | ISHARES TIPS BOND ETF | 38 | 1 | 0.01% | 0.08% | 0.61% | Q2 2013 | Q1 2023 | 39 |
CAT | CATERPILLAR INC DEL | 33 | 6 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 39 |
MPC | MARATHON PETROLEUM CORP | 27 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 39 |
IVV | ISHARES CORE S&P 500 ETF | 37 | 1 | 0.01% | 0.79% | 2.40% | Q4 2013 | Q3 2023 | 38 |
GWW | WW GRAINGER INC | 24 | 1 | 0.00% | 0.65% | 2.33% | Q3 2013 | Q3 2023 | 38 |
IWR | ISHARES RUSSELL MID CA... | 38 | 38 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 38 |
CMI | CUMMINS INC | 31 | 3 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 38 |
GSK | GLAXOSMITHKLNE PLC | 37 | 37 | 0.06% | 0.55% | 1.23% | Q2 2013 | Q2 2022 | 37 |
AGG | ISHARES TR | 21 | 1 | 0.01% | 0.05% | 0.23% | Q2 2013 | Q2 2023 | 37 |
SYK | STRYKER CORP | 37 | 37 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q3 2023 | 37 |
IVW | ISHARES S&P 500 GROWTH... | 37 | 37 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 37 |
MA | MASTERCARD | 36 | 36 | 1.30% | 2.56% | 3.25% | Q4 2014 | Q3 2023 | 36 |
TMO | THERMO FISHER SCIENTIF... | 35 | 1 | 0.01% | 0.33% | 1.58% | Q4 2013 | Q3 2023 | 36 |
IWM | ISHARES TR | 36 | 36 | 0.01% | 0.04% | 0.15% | Q4 2014 | Q3 2023 | 36 |
SYY | SYSCO CORP | 33 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 36 |
ZBH | ZIMMER HLDGS INC COM | 33 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 36 |
EXC | EXELON CORP | 26 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 36 |
MDT | MEDTRONIC PLC | 35 | 35 | 0.96% | 1.54% | 2.23% | Q1 2015 | Q3 2023 | 35 |
RDSA | ROYAL DUTCH SHELL PLC | 35 | 35 | 0.01% | 0.13% | 0.86% | Q2 2013 | Q4 2021 | 35 |
CHD | CHURCH & DWIGHT INC | 33 | 2 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2023 | 35 |
PFF | ISHARES S&P US PREFERR... | 35 | 35 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 35 |
SUB | ISHARES TR | 16 | 1 | 0.01% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 35 |
MUB | ISHARES NATIONAL AMTFR... | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
BAX | BAXTER INTL INC | 31 | 3 | 0.01% | 1.25% | 1.88% | Q2 2013 | Q3 2023 | 34 |
SLB | SCHLUMBERGER LTD | 27 | 1 | 0.00% | 0.98% | 2.18% | Q2 2013 | Q3 2023 | 34 |
TXN | TEXAS INSTRUMENTS INC | 32 | 2 | 0.01% | 0.31% | 1.29% | Q3 2014 | Q3 2023 | 34 |
VFC | V F CORPORATION | 31 | 3 | 0.01% | 0.09% | 0.63% | Q2 2013 | Q2 2023 | 34 |
AMZN | AMAZON.COM INC | 29 | 5 | 0.01% | 0.06% | 0.12% | Q1 2015 | Q3 2023 | 34 |
AFL | AFLAC INC | 33 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 34 |
XLU | UTILITIES SELECT SECTO... | 32 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
HNFSA | HANOVER FOODS CORP CL A | 32 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2022 | 34 |
IEFA | ISHARES TR | 33 | 33 | 0.05% | 2.43% | 4.62% | Q3 2015 | Q3 2023 | 33 |
GE | GENERAL ELECTRIC | 33 | 33 | 0.00% | 0.52% | 1.14% | Q2 2013 | Q2 2021 | 33 |
GILD | GILEAD SCIENCES INC | 23 | 10 | 0.00% | 0.18% | 1.70% | Q2 2013 | Q3 2023 | 33 |
CC | CHEMOURS COMPANY | 33 | 33 | 0.01% | 0.03% | 0.07% | Q3 2015 | Q3 2023 | 33 |
PSX | PHILLIPS 66 | 32 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 33 |
IWP | ISHARES RUSSELL MID CA... | 25 | 8 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 33 |
SAP | SAP SE SPONSORED ADR | 33 | 33 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
DWM | WISDOMTREE TR | 33 | 33 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
VTR | VENTAS INC | 27 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2022 | 33 |
VPL | VANGUARD WORLD FDS | 32 | 32 | 0.47% | 0.99% | 1.46% | Q4 2015 | Q3 2023 | 32 |
EEMV | ISHARES MSCI EMERGING ... | 32 | 32 | 0.02% | 0.29% | 1.49% | Q4 2015 | Q3 2023 | 32 |
GOOG | ALPHABET INC CL C | 32 | 32 | 0.02% | 0.07% | 0.17% | Q4 2015 | Q3 2023 | 32 |
GOOGL | ALPHABET INC CL A | 32 | 32 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 32 |
VGT | VANGUARD WORLD FDS | 32 | 32 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q3 2023 | 32 |
NOC | NORTHROP GRUMMAN CORP | 32 | 32 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 32 |
AMJ | JP MORGAN CHASE & CO | 27 | 1 | 0.00% | 0.59% | 1.57% | Q2 2013 | Q3 2023 | 31 |
AEP | AMERICAN ELECTRIC POWER | 31 | 31 | 0.14% | 0.31% | 0.78% | Q1 2016 | Q3 2023 | 31 |
HDV | ISHARES HIGH DIVIDEND ... | 26 | 1 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q1 2023 | 31 |
CB | CHUBB LTD | 31 | 31 | 0.02% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
FB | META PLATFORMS, INC. C... | 31 | 31 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 31 |
BFB | BROWN-FORMAN CORP CL B | 28 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 31 |
FDX | FEDEX CORP | 29 | 1 | 0.01% | 0.30% | 1.56% | Q4 2013 | Q3 2023 | 30 |
IEF | ISHARES TR | 28 | 1 | 0.01% | 0.19% | 0.33% | Q2 2013 | Q3 2023 | 30 |
UN | UNILEVER N V WI | 30 | 30 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q3 2020 | 30 |
V | VISA IN CLASS A | 29 | 1 | 0.01% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 30 |
BP | BP PLC | 30 | 30 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2020 | 30 |
OXY | OCCIDENTAL PETE CORP | 30 | 30 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2020 | 30 |
NEAR | ISHARES US ETF TR | 30 | 30 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q1 2022 | 30 |
VB | VANGUARD SMALLCAP ETF | 28 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 30 |
WBA | WALGREENS BOOTS ALLIAN... | 30 | 30 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2022 | 30 |
CPB | CAMPBELL SOUP CO | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 30 |
HSY | THE HERSHEY COMPANY | 21 | 8 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 29 |
VUG | VANGUARD INDEX FDS | 28 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 29 |
TD | TORONTO-DOMINION BK ONT | 19 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2022 | 29 |
FAST | FASTENAL COMPANY | 21 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 29 |
UGI | UGI CORP NEW | 15 | 14 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
UTX | UNITED TECHNOLOGIES CORP | 28 | 28 | 0.92% | 2.20% | 2.74% | Q2 2013 | Q1 2020 | 28 |
DRI | DARDEN RESTAURANTS | 27 | 1 | 0.00% | 0.08% | 0.52% | Q2 2013 | Q2 2023 | 28 |
PAYX | PAYCHEX INC | 28 | 28 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
SBUX | STARBUCKS CORP | 27 | 27 | 0.93% | 1.26% | 1.54% | Q1 2017 | Q3 2023 | 27 |
IJS | ISHARES S&P SMALL CAP ... | 26 | 1 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q1 2020 | 27 |
MDY | SPDR S&P MIDCAP 400 ET... | 27 | 27 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 27 |
SDY | SPDR S&P DIVIDEND ETF | 27 | 27 | 0.01% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
IGLB | ISHARES TR | 25 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 27 |
DXJ | WISDOMTREE TR | 17 | 9 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q2 2020 | 26 |
ACWI | ISHARES TR | 26 | 26 | 0.02% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
MSEX | MIDDLESEX WTR CO | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2019 | 26 |
ANTM | ELEVATION HEALTH INC | 26 | 26 | 0.00% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 26 |
CNI | CANADIAN NATL RAILWAY CO | 26 | 26 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
IHF | ISHARES US HEALTH CARE... | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
XLK | TECHNOLOGY SELECT SECT... | 21 | 1 | 0.01% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 25 |
CVE | CENOVUS ENERGY INC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 25 |
ECA | ENCANA CORP COM | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 25 |
FLOT | ISHARES TR | 24 | 24 | 0.01% | 0.37% | 0.74% | Q4 2017 | Q3 2023 | 24 |
JCI | JOHNSON CONTROLS INTER... | 23 | 1 | 0.01% | 0.25% | 0.47% | Q3 2016 | Q3 2023 | 24 |
GS | GOLDMAN SACHS GROUP IN... | 12 | 3 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 24 |
IWV | ISHARES TR | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
SPGI | S&P GLOBAL INC | 23 | 23 | 0.00% | 1.25% | 1.82% | Q1 2018 | Q3 2023 | 23 |
AMT | AMERICAN TOWER CORP NEW | 23 | 23 | 0.34% | 0.54% | 0.76% | Q1 2018 | Q3 2023 | 23 |
XLF | SPDR FINANCIAL SELECT | 22 | 1 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2022 | 23 |
EL | ESTEE LAUDER COS INC CL A | 19 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 23 |
EFG | ISHARES TR | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
STZ | CONSTELLATION BRANDS INC | 12 | 11 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 23 |
SEIC | SEI INVESTMENTS CO | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
IWB | ISHARES TR | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
IP | INTL PAPER CO | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 23 |
YUM | YUM BRANDS INC COM | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 23 |
BUD | ANHEUSER-BUSCH INBEV S... | 20 | 2 | 0.00% | 1.35% | 2.18% | Q1 2014 | Q4 2019 | 22 |
RSP | INVESCO S&P 500 EQUAL ... | 22 | 22 | 0.13% | 0.16% | 0.25% | Q2 2018 | Q3 2023 | 22 |
QQQ | INVESCO QQQ TRUST SERI... | 22 | 22 | 0.02% | 0.09% | 0.16% | Q2 2018 | Q3 2023 | 22 |
BAC | BANK OF AMERICA | 10 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 22 |
FIS | FIDELITY NATIONAL INFO... | 22 | 22 | 0.01% | 0.01% | 0.07% | Q3 2017 | Q4 2022 | 22 |
EEM | ISHARES TR | 14 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 22 |
EEP | ENBRIDGE ENERGY PARTNE... | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
AME | AMETEK INC NEW | 19 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 22 |
ECL | ECOLAB INC | 14 | 3 | 0.00% | 0.43% | 1.16% | Q2 2013 | Q3 2023 | 21 |
BAB | INVESCO TAXABLE MUNICI... | 21 | 21 | 0.00% | 0.22% | 0.29% | Q2 2018 | Q2 2023 | 21 |
KYN | KAYNE ANDERSON MLP | 21 | 21 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2018 | 21 |
IXUS | ISHARES TR | 21 | 21 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
WTR | AQUA AMERICA INC | 16 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 21 |
XLC | SELECT SECTOR SPDR TR | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
NFLX | NETFLIX INC | 18 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 21 |
APNI | ALPINE GROUP, INC. | 18 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2018 | 21 |
MAR | MARRIOTT INTL INC NEW ... | 11 | 10 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 21 |
EMHY | ISHARES TR | 15 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2021 | 21 |
SNY | SANOFI-AVENTIS ADR | 20 | 20 | 0.02% | 0.36% | 0.73% | Q2 2013 | Q1 2018 | 20 |
VXUS | VANGUARD TOTAL INTL ST... | 20 | 20 | 0.05% | 0.26% | 1.12% | Q4 2018 | Q3 2023 | 20 |
MKC | MCCORMICK & CO INC | 20 | 20 | 0.00% | 0.17% | 0.37% | Q4 2018 | Q3 2023 | 20 |
PX | PRAXAIR INC | 12 | 1 | 0.01% | 0.09% | 0.28% | Q2 2013 | Q3 2018 | 20 |
RSP | RYDEX S&P EQUAL WEIGHT... | 20 | 20 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q1 2018 | 20 |
RTN | RAYTHEON CO NEW COM | 20 | 20 | 0.01% | 0.06% | 0.87% | Q2 2015 | Q1 2020 | 20 |
CI | CIGNA CORP NEW | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
QQQ | POWERSHARES QQQ TRUST | 20 | 20 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
ET | ENERGY TRANSFER LP | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
EOG | EOG RESOURCES INC | 16 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2022 | 20 |
LAD | LITHIA MOTORS INC CL A | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
IJK | ISHARES TR | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 20 |
IJJ | ISHARES TRUST ISHARES ... | 12 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 20 |
DG | DOLLAR GENERAL CORP NEW | 19 | 19 | 0.02% | 1.80% | 2.73% | Q1 2019 | Q3 2023 | 19 |
FOX | TWENTY-FIRST CENTURY F... | 19 | 19 | 0.01% | 0.62% | 1.30% | Q2 2014 | Q4 2018 | 19 |
BAB | POWERSHARES TAXABLE MU... | 18 | 1 | 0.27% | 0.35% | 0.39% | Q2 2013 | Q1 2018 | 19 |
BBT | BB&T CORP | 12 | 7 | 0.01% | 0.20% | 0.70% | Q2 2013 | Q3 2019 | 19 |
LEG | LEGGETT & PLATT INC | 18 | 1 | 0.00% | 0.16% | 0.65% | Q2 2014 | Q1 2019 | 19 |
CME | CME GROUP INC. | 13 | 3 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 19 |
MON | MONSANTO CO NEW | 16 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 19 |
VO | VANGUARD MIDCAP ETF | 17 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 19 |
IGV | ISHARES TR | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
HUBB | HUBBELL INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 19 |
DD | DUPONT DE NEMOURS INC | 18 | 18 | 0.17% | 1.40% | 2.04% | Q2 2019 | Q3 2023 | 18 |
DOW | DOW INC | 18 | 18 | 0.24% | 0.34% | 0.41% | Q2 2019 | Q3 2023 | 18 |
CM | CDN IMPERIAL BK COMM T... | 12 | 6 | 0.01% | 0.21% | 0.53% | Q2 2013 | Q3 2018 | 18 |
ZTS | ZOETIS INC. | 18 | 18 | 0.01% | 0.07% | 0.36% | Q2 2019 | Q3 2023 | 18 |
CTVA | CORTEVA INC | 18 | 18 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
AMLP | ALERIAN MLP ETF | 18 | 18 | 0.01% | 0.06% | 0.21% | Q3 2013 | Q4 2017 | 18 |
CI | CIGNA CORP | 9 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2018 | 18 |
APC | ANADARKO PETROLEUM CORP | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 18 |
FNF | FNF GROUP | 18 | 18 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2021 | 18 |
ALL | ALLSTATE CORP | 18 | 18 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2021 | 18 |
LPT | LIBERTY PROPERTY TRUST | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 18 |
PRU | PRUDENTIAL FINL INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 18 |
DD | DU PONT E I DE NEMOURS CO | 17 | 17 | 2.02% | 2.65% | 3.78% | Q2 2013 | Q2 2017 | 17 |
IFF | INTL FLAVORS & FRAGRANCES | 17 | 17 | 0.00% | 0.10% | 0.69% | Q3 2019 | Q3 2023 | 17 |
GBIL | GOLDMAN SACHS TREAS AC... | 17 | 17 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
PYPL | PAYPAL HOLDINGS, INC. | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
MSM | MSC INDUSTRIAL DIRECT ... | 9 | 8 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q2 2020 | 17 |
LIN | LINDE PLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
VOD | VODAFONE GROUP PLC NEW | 9 | 8 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 17 |
CELG | CELGENE CORP | 8 | 1 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q3 2019 | 17 |
KR | KROGER CO | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
IWS | ISHARES TR | 15 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 17 |
GLW | CORNING INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 17 |
VOT | VANGUARD MID-CAP GROWT... | 9 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
CTSH | COGNIZANT TECH SOLUTIO... | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 17 |
KHC | THE KRAFT HEINZ COMPANY | 15 | 1 | 0.00% | 0.54% | 0.85% | Q3 2015 | Q2 2021 | 16 |
RDSB | ROYAL DUTCH SHELL PLC ADR | 16 | 16 | 0.00% | 0.31% | 1.10% | Q1 2018 | Q4 2021 | 16 |
TTE | TOTAL S A | 9 | 7 | 0.00% | 0.31% | 0.89% | Q2 2013 | Q2 2019 | 16 |
TFC | TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.26% | 0.68% | Q4 2019 | Q3 2023 | 16 |
GIGB | GOLDMAN SACHS ETF TR | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
VV | VANGUARD LARGE - CAP ETF | 14 | 1 | 0.00% | 0.02% | 0.17% | Q3 2015 | Q3 2023 | 16 |
FULT | FULTON FINL CORP PA | 16 | 16 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2017 | 16 |
PSA | PUBLIC STORAGE | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
JKHY | JACK HENRY & ASSOCIATE... | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
GD | GENERAL DYNAMICS CORP | 11 | 5 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2023 | 16 |
IBKR | INTERACTIVE BROKERS GROUP | 13 | 3 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2021 | 16 |
WTRG | ESSENTIAL UTILS INC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
IYW | ISHARES DJ US TECHNOLO... | 14 | 1 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2023 | 15 |
BPL | BUCKEYE PARTNERS L P | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 15 |
CPRT | COPART, INC | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
ETP | ENERGY TRANSFER PARTNE... | 15 | 15 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2017 | 15 |
HPQ | HP INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2019 | 15 |
ECON | COLUMBIA ETF TR II | 13 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2021 | 15 |
PGR | PROGRESSIVE CORP OHIO | 14 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 15 |
VLO | VALERO ENERGY CORP NEW | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 15 |
RYT | INVESCO S&P 500 EQUAL ... | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
RTX | RAYTHEON TECHNOLOGIES ... | 14 | 14 | 1.24% | 2.00% | 2.51% | Q2 2020 | Q3 2023 | 14 |
ICSH | ISHARES ULTRA SHORT-TE... | 14 | 14 | 0.10% | 0.21% | 0.31% | Q2 2020 | Q3 2023 | 14 |
INTU | INTUIT INC | 10 | 4 | 0.00% | 0.13% | 0.44% | Q1 2019 | Q3 2023 | 14 |
TBBK | BANCORP INC DEL COM | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2016 | 14 |
VSGX | VANGUARD ESG INTL STOC... | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
XLE | SELECT SECTOR SPDR TR | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 14 |
ESGV | VANGUARD ESG US STOCK ETF | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NUEM | NUVEEN ESG EMERGING MA... | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MCHP | MICROCHIP TECHNOLOGY INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
AWK | AMERICAN WTR WKS CO IN... | 13 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 14 |
SCHD | SCHWAB US DVD EQUITY ETF | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
XLY | SELECT SECTOR SPDR TR | 10 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2022 | 14 |
WEC | WEC ENERGY GROUP INC | 10 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 14 |
AON | AON PLC | 13 | 13 | 0.00% | 0.56% | 1.38% | Q3 2020 | Q3 2023 | 13 |
SWKS | SKYWORKS SOLUTIONS INC | 13 | 13 | 0.38% | 0.47% | 0.56% | Q3 2020 | Q3 2023 | 13 |
MAT | MATTEL INC | 12 | 1 | 0.01% | 0.30% | 0.65% | Q2 2013 | Q4 2016 | 13 |
ADBE | ADOBE SYSTEMS | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 13 |
ESML | ISHARES TR | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
ESGE | ISHARES MSCI EM ESG OP | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
CINF | CINCINNATI FINANCIAL CORP | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 13 |
BX | THE BLACKSTONE GROUP INC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
STT | STATE STREET CORPORATION | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2023 | 13 |
ESGD | ISHARES TR | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
AZN | ASTRA ZENECA PLC ADR | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 13 |
DLR | DIGITAL RLTY TR INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 13 |
XYL | XYLEM INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2021 | 13 |
VCIT | VANGUARD INTERMEDIATE-... | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
ECON | EGSHARES EM CONSUMER ETF | 12 | 12 | 0.02% | 0.79% | 1.42% | Q4 2013 | Q3 2016 | 12 |
GEM | GOLDMAN SACHS ACTIVEBE... | 12 | 12 | 0.00% | 0.57% | 0.96% | Q4 2020 | Q3 2023 | 12 |
ARG | AIRGAS INC | 12 | 12 | 0.09% | 0.14% | 0.28% | Q2 2013 | Q1 2016 | 12 |
GLT | GLATFELTER P H CO | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q3 2020 | 12 |
AET | AETNA U S HEALTHCARE I... | 9 | 3 | 0.01% | 0.04% | 0.19% | Q1 2015 | Q3 2018 | 12 |
GSIE | GOLDMAN SACHS ACTIVEBE... | 12 | 12 | 0.02% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
BCR | CR BARD INC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q4 2017 | 12 |
GLT | GLATFELTER CORP | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
PVAHQ | PENN VIRGINIA CORP | 12 | 12 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2016 | 12 |
BIIB | BIOGEN IDEC INC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2018 | 12 |
TIF | TIFFANY & CO | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
UAL | UNITED CONTINENTAL HOL... | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
TWLO | TWILIO INC A | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 12 |
DOW | DOW CHEMICAL CORP | 8 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2017 | 12 |
TTD | THE TRADE DESK INC | 7 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
BK | BANK NEW YORK MELLON CORP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 12 |
NQP | NUVEEN PA INVT QUALITY... | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ICE | INTERCONTINENTAL EXCHANGE | 11 | 11 | 0.01% | 0.41% | 1.01% | Q1 2021 | Q3 2023 | 11 |
BND | VANGUARD TOTAL BOND MA... | 10 | 1 | 0.00% | 0.09% | 0.15% | Q4 2015 | Q3 2023 | 11 |
MAS | MASCO CORP | 11 | 11 | 0.01% | 0.06% | 0.29% | Q1 2021 | Q3 2023 | 11 |
BSV | VANGUARD SHORT TERM BO... | 10 | 1 | 0.00% | 0.05% | 0.05% | Q1 2019 | Q3 2023 | 11 |
MTUM | ISHARES TRUST ISHARES ... | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
DGRO | ISHARES TR | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
SYF | SYNCHRONY FINAN | 11 | 11 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2020 | 11 |
CB | CHUBB CORPORATION | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
SCHV | SCHWAB US LARGE-CAP VA... | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CLC | CLARCOR INC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
MS | MORGAN STANLEY | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 11 |
FTV | FORTIVE CORP | 9 | 2 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2021 | 11 |
XLV | SPDR HEALTH CARE SEL SEC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2022 | 11 |
KMI | KINDER MORGAN INC DEL | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2022 | 11 |
BEN | FRANKLIN RES INC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2022 | 11 |
SCHM | SCHWAB US MID CAP ETF | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
IMCB | ISHARES TR | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
SCHA | SCHWAB US SMALL-CAP ETF | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TSLA | TESLA MOTORS IN | 8 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
CE | CELANESE CORPORATION DEL | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 11 |
SCHF | SCHWAB INTERNATIONAL E... | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
LHX | L3HARRIS TECHNOLOGIES INC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 11 |
STIP | ISHARES TR | 10 | 10 | 0.08% | 0.47% | 0.89% | Q2 2021 | Q3 2023 | 10 |
GPS | GAP INC | 10 | 10 | 0.00% | 0.41% | 0.79% | Q4 2017 | Q1 2020 | 10 |
TPR | TAPESTRY INC | 10 | 10 | 0.01% | 0.33% | 0.56% | Q4 2017 | Q1 2020 | 10 |
ABC | AMERISOURCEBERGEN CORP | 5 | 2 | 0.00% | 0.28% | 1.01% | Q4 2015 | Q3 2023 | 10 |
MCK | MCKESSON HBOC INC. | 10 | 10 | 0.00% | 0.08% | 0.74% | Q2 2021 | Q3 2023 | 10 |
USMV | ISHARES TR | 10 | 10 | 0.04% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
GOOGL | GOOGLE INC - CL A | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2015 | 10 |
CABO | CABLE ONE INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2018 | 10 |
MINT | PIMCO ENHANCED SHORT M... | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 10 |
JEPI | JP MORGAN EQUITY PREMI... | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
IWN | ISHARES TR | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TGI | TRIUMPH GROUP INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2015 | 10 |
FINL | THE FINISH LINE, INC. | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 10 |
SRG | SERITAGE GROWTH PROPER... | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 10 |
TT | TRANE TECHNOLOGIES PLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
JCI | JOHNSON CONTROLS | 7 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 10 |
CRM | SALESFORCE.COM INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 10 |
BKNG | BOOKING HOLDINGS INC. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HPE | HEWLETT PACKARD ENTERP... | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2018 | 10 |
FLT | FLEETCOR TECHNOLOGIES ... | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
GOVT | ISHARES US TREASURY BO... | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
IYH | ISHARES TR | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
NMT | NUVEEN MASSACHUSETS QL... | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
VOE | VANGUARD MIDCAP VALUE ETF | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2021 | 10 |
CBU | COMMUNITY BANK SYSTEM INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
PH | PARKER-HANNIFIN CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
IVE | ISHARES TR | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ADI | ANALOG DEVICES | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ENB | ENBRIDGE INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 10 |
SONA | SOUTHERN NATIONAL BANC... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
CTAS | CINTAS CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
REGN | REGENERON PHARMACEUTICALS | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
KRFT | KRAFT FOODS GROUP INC | 9 | 9 | 0.36% | 0.56% | 0.81% | Q2 2013 | Q2 2015 | 9 |
MLPX | GLOBAL X MLP & ENERGY ... | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q4 2019 | 9 |
PRF | POWERSHARES FTSE RAFI ... | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
LUV | SOUTHWEST AIRLS CO | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
AJG | GALLAGHER ARTHUR J & CO | 7 | 2 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 9 |
AGN | ALLERGAN PLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2020 | 9 |
NVDA | NVIDIA CORP | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
NTRS | NORTHERN TR CORP | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
IPFF | ISHARES TR | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 9 |
TROW | T ROWE PRICE GROUP INC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 9 |
VPU | VANGUARD WORLD FDS | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2020 | 9 |
FDS | FACTSET RESEARCH | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
VFH | VANGUARD WORLD FDS | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 9 |
EWC | ISHARES MSCI CANADA IN... | 7 | 1 | 0.01% | 0.55% | 0.70% | Q2 2013 | Q2 2015 | 8 |
FNDF | SCHWAB FUNDAMENTAL INT... | 8 | 8 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q1 2023 | 8 |
FNDE | SCHWAB FUNDAMENTAL EM L/C | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
AVGO | BROADCOM LTD | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MRO | MARATHON OIL CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
CFG | CITIZENS FINL GROUP INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
SLV | ISHARES SILVER TRUST | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 8 |
LRCX | LAM RESEARCH CP | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
DWDP | DOWDUPONT INC | 7 | 7 | 2.33% | 2.63% | 2.80% | Q3 2017 | Q1 2019 | 7 |
F113PS | COVIDIEN PLC | 7 | 7 | 0.02% | 1.46% | 2.35% | Q2 2013 | Q4 2014 | 7 |
AGN | ALLERGAN INC | 7 | 7 | 0.22% | 0.26% | 0.31% | Q2 2013 | Q4 2014 | 7 |
IEI | ISHARES TR | 7 | 7 | 0.14% | 0.22% | 0.26% | Q1 2022 | Q3 2023 | 7 |
SHY | ISHARES TR | 7 | 7 | 0.00% | 0.08% | 0.24% | Q1 2022 | Q3 2023 | 7 |
HEDJ | WISDOMTREE TR | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q3 2016 | 7 |
ITC | ITC HOLDINGS CORPORATION | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q3 2016 | 7 |
SHELL PLC - ADR | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 | |
PAA | PLAINS ALL AMERICAN PI... | 3 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2016 | 7 |
EWA | ISHR MSCI AUSTRALIA | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 7 |
TISI | TEAM INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2018 | 7 |
DKS | DICKS SPORTING GOODS | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
ROST | ROSS STORES INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
PETM | PETSMART INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
GAM | GENERAL AMERICAN INVES... | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
CMCSK | COMCAST CORP SPECIAL CL A | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
ALC | ALCON INC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 7 |
BNCL | BENEFICIAL MUTUAL BANCORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
IYC | ISHARES US CONSUMER DI... | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 7 |
ES | EVERSOURCE EN | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 7 |
DRW | WISDOMTREE TR | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
NUAN | NUANCE COMMUNICATIONS INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
SWK | STANLEY BLACK AND DECK... | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2021 | 7 |
GENERAL ELECTRIC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 | |
VIAC | VIACOMCBS INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
CARR | CARRIER GLOBAL CORP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 7 |
FISV | FISERV INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 7 |
OKE | ONEOK INC NEW | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 7 |
LWAY | LIFEWAY FOODS INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 7 |
CONSTELLATION ENERGY CORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 | |
ADSK | AUTODESK INC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
GPN | GLOBAL PAYMENTS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BKI | BLACK KNIGHT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
IXN | ISHARES TR | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
JPT | NUVEEN PREFERRED & INC... | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 7 |
FRST | PRIMIS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
PXLW | PIXELWORKS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
APA | APACHE CORP | 6 | 6 | 0.01% | 0.22% | 1.18% | Q2 2013 | Q3 2014 | 6 |
FNDX | SCHWAB FUNDAMENTAL LAR... | 6 | 6 | 0.05% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 6 |
QUAL | ISHARES TR | 5 | 1 | 0.00% | 0.10% | 0.15% | Q4 2019 | Q3 2023 | 6 |
VLUE | ISHARES EDGE MSCI USA ... | 6 | 6 | 0.04% | 0.08% | 0.14% | Q2 2022 | Q3 2023 | 6 |
PLL | PALL CORP. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q2 2015 | 6 |
4945SC | KINDER MORGAN EGY PTNS... | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
ETP | ENERGY TRANSFER PARTNE... | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2018 | 6 |
EMC | E M C CORP MASS | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
MXI | ISHARES S&P GLOBAL MAT... | 5 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 6 |
GOOG | GOOGLE INC CL C | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2015 | 6 |
ILF | ISHARES S&P LATIN AMER... | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 6 |
CF | CF INDUSTRIES | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
HAIN | HAIN CELESTRIAL GROUP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
LB | L BRANDS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 6 |
IYF | ISHARES US FINANCIALS ETF | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 6 |
EXPE | EXPEDIA INC DEL | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 6 |
ESRX | EXPRESS SCRIPTS HLDG CO | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2018 | 6 |
GHC | GRAHAM HOLDINGS COMPANY | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
OMC | OMNICOM GROUP | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 6 |
ASA | ASA LIMITED | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
CMO | CAPSTEAD MORTGAGE CORP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2016 | 6 |
AON | AON PLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2018 | 6 |
EMXC | ISHARES MSCI EM MKTS E... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
VHT | VANGUARD HEALTHCARE ETF | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
SCHW | SCHWAB (CHARLES) CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
C | CITIGROUP INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 6 |
EFV | ISHARES TR | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 6 |
ARKK | ARK INNOVATION ETF | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
GNTX | GENTEX CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
ADM | ARCHER DANIELS MIDLAND | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
HUM | HUMANA INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 6 |
TPSC | TIMOTHY PLAN US SMALL ... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
MMS | MAXIMUS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
MDT | MEDTRONIC | 5 | 5 | 0.01% | 0.23% | 1.06% | Q4 2013 | Q4 2014 | 5 |
OIH | VANECK VECTORS OIL SER... | 4 | 1 | 0.03% | 0.05% | 0.10% | Q4 2017 | Q3 2019 | 5 |
GLAXOSMITHKLINE PLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 | |
HSBC | HSBC HOLDINGS PLC - SP... | 3 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2014 | 5 |
SNA | SNAP-ON INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
VCSH | VANGUARD S/T CORP BOND... | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q1 2023 | 5 |
KLAC | KLA - TENCOR CORPROATION | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 5 |
OIH | MARKET VECTORS OIL SER... | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
WST | WEST PHARMACEUTICAL SE... | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 5 |
GLFMQ | GULFMARK OFFSHORE INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
TWX | TIME WARNER INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
VSM | VERSUM MATLS INC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 5 |
LVMUY | LVMH MOET HENNESSY ADR | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 5 |
CBS | CBS CORP NEW | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
FOX | FOX CORP CL B | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
HALEON PLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 | |
XLI | SELECT SECT SPDR TR | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 5 |
AZZ | AZZ INCORPORATED | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 5 |
AMTD | TD AMERITRADE HOLDINGS | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
SJM | SMUCKER J M CO COM NEW | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
JPIN | JPM DIVERSIFIED RET IN... | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
IYJ | ISHARES DJ US INDUSTRI... | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SONY | SONY CORP - SPONSORED ADR | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
BCO | THE BRINKS COMPANY | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2019 | 5 |
OTIS | OTIS WORLDWIDE CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 5 |
A | AGILENT TECHNOLOGIES I... | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
WY | WEYERHAEUSER CO | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2022 | 5 |
IYK | ISHARES US CONSUMER ST... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DFAC | DIMENSIONSAL U.S. CORE... | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 5 |
ITOT | IISHARES CORE S&P TOTA... | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
PALDF | NORTH AMERICAN PALLADI... | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 5 |
AVEM | AVANTIS EMERGING MARKE... | 4 | 4 | 0.65% | 0.77% | 0.87% | Q4 2022 | Q3 2023 | 4 |
TEL | TE CONNECTIVITY LTD | 3 | 1 | 0.01% | 0.09% | 0.21% | Q3 2021 | Q3 2023 | 4 |
MGM | MGM RESORTS INTERNATIONAL | 4 | 4 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q4 2019 | 4 |
PCP | PRECISION CASTPARTS CORP | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q4 2015 | 4 |
CATH | GLOBAL X S&P 500 CATH... | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
VCR | VANGUARD CONSUMER DISC... | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
ACE | ACE LTD | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2015 | 4 |
HAL | HALLIBURTON COMPANY | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 4 |
WAG | WALGREEN COMPANY | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 4 |
MLPI | UBS E-TRACS ALERIAN MLP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 4 |
QSR | RESTAURANT BRANDS INTL... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
VEU | VANGUARD INTL EQUITY I... | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 4 |
VVC | VECTREN CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
DJP | IPATH DOW JONES-AIG CO... | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 4 |
ICF | ISHARES TR | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
MWE | MARKWEST ENERGY PARTNE... | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2015 | 4 |
SPLS | STAPLES INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2015 | 4 |
IUSV | ISHARES TR | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
NUMG | NUVEEN ESG MID-CAP GRO... | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
AAXJ | ISHARES TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
DVN | DEVON ENERGY CORP NEW COM | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2021 | 4 |
VTEB | VANGUARD TAX-EXEMPT BO... | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
SUSA | ISHARES TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
TAP | MOLSON COORS BREWING C... | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
CHTR | CHARTER COMMUNICATIONS... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
FANG | DIAMONDBACK ENERGY INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
KMX | CARMAX | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
FRBK | REPUBLIC FIRST BANCORP... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
AVDV | AVANTIS INTERNATIONAL ... | 3 | 3 | 1.01% | 1.04% | 1.10% | Q1 2023 | Q3 2023 | 3 |
SLYG | SPDR S&P 600 SMALL CAP... | 3 | 3 | 0.59% | 0.61% | 0.62% | Q1 2023 | Q3 2023 | 3 |
NVT | nVENT ELECTRIC PLC | 3 | 3 | 0.00% | 0.16% | 0.26% | Q1 2023 | Q3 2023 | 3 |
F | FORD MOTOR CO DEL | 2 | 1 | 0.00% | 0.06% | 0.09% | Q1 2018 | Q2 2021 | 3 |
EWJ | ISHARES MSCI JAPAN IND... | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q1 2018 | 3 |
GLPI | GAMING AND LEISURE PPT... | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
LINDE PLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 | |
TFX | TELEFLEX INC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q4 2021 | 3 |
SWIR | SIERRA WIRELESS LNC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2019 | 3 |
DGRW | WISDOMTREE U.S. QUALIT... | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
VOD | VODAFONE GROUP PLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
PHILIP H. BRADLEY CO. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 | |
HPQ | HEWLETT PACKARD CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
P105PS | INTEGRYS ENERGY GROUP,... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
COF | CAPITAL ONE FINL CORP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2021 | 3 |
AOS | SMITH A.O. CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 3 |
PVR | PVR PARTNERS LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
HLS | HEALTHSOUTH CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
IBB | ISHARES NASDAQ BIOTECH... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NOW | SERVICE NOW INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PWR | QUANTA SVCS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
DLN | WISDOMTREE L/C DIVIDEN... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
AAP | ADVANCE AUTO PARTS INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
RWX | SPDR INDEX SHS FDS | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
MGC | VANGUARD MEGA CAP ETF | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HRS | HARRIS CORP DEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 3 |
MGV | VANGUARD MEGA CAP VALU... | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ABNB | AIRBNB INC - CLASS A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CRANE HLDGS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 | |
SLYV | SPDR S&P 600 SMALL CAP... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
BC | BRUNSWICK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CACI | CACI INTERNATIONAL, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
AMAT | APPLIED MATLS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
WSFS | WSFS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
IXC | ISHARES TR | 2 | 2 | 0.01% | 0.17% | 0.33% | Q4 2019 | Q1 2020 | 2 |
TGNA | TEGNA INC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2021 | Q2 2021 | 2 |
WASH | WASHINGTON TR BANCORP INC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
CDK | CDK GLOBAL INC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q1 2015 | 2 |
SPYV | SPDR SP 500 VALUE | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
TEVA | TEVA PHARMACEUTICAL IN... | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 2 |
CANADIAN PACIFIC KANSA... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 | |
DSUM | POWERSHARES CHINESE YU... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
CNL | CLECO CORPORATION | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
NJR | NEW JERSEY RESOURCES CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
KRG | KITE REALTY GROUP TRUST | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
PRGO | PERRIGO CO PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
LTM | LIFE TIME FITNESS INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
GGG | GRACO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SE | SPECTRA ENERGY | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
TEF | TELEFONICA SA - SPON ADR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
KYE | KAYNE ANDERSON ENERGY ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
PFG | PRINCIPAL FINL GROUP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
SAMSUNG ELECTRONICS - ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 | |
FLR | FLUOR CORP NEW COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
BFA | BROWN-FORMAN CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
EQR | EQUITY RESIDENTIAL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
PCL | PLUM CREEK TIMBER CO I... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
NLSN | NIELSEN HOLDINGS N.V. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
BNCL | BENEFICIAL MUTUAL BANCORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
VNQI | VANGUARD INTL EQUITY I... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
DGS | WISDOMTREE TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
WPC | WP CAREY INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 2 |
EMN | EASTMAN CHEM CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
VTRS | VIATRIS INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 2 |
XBI | SPDR SERIES TRUST | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 2 |
GCBC | GREENE COUNTY BANCORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
ETW | EATON VANCE TAX-MANAGE... | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2017 | 2 |
XLB | SELECT SECTOR SPDR TR | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 2 |
AA | ALCOA INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
ESGU | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
NAV | NAVISTAR INTERNATIONAL... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SABR | SABRE CORPORATION | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
STI | SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
OLED | UNIVERSAL DISPLAY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 2 |
WDFC | WD-40 COMPANY | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
FT UNIT 3544 HI YLD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 | |
BEP | BROOKFIELD RENE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
IT | GARTNER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VXF | VANGUARD EXTENDED MARK... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
WARNER BROS DISCOVERY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 | |
PLD | PROLOGIS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ADPAS | ADELPHIA RECOV TRST SER | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
ICBL | INTERNET CABLE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
IYT | ISHARES TR | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2019 | Q4 2019 | 1 |
B108PS | ACTAVIS PLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
VOO | VANGUARD S&P 500 ETF | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
BYD | BOYD GAMING CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
PENN | PENN NATIONAL GAMING | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
SCHX | SCHWAB STRATEGIC TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
EMBECTA CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 | |
HYH | HALYARD HEALTH INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
ANIP | ANI PHARMACEUTICALS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
WAB | WABTEC CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
FSK | FS INVT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
KRE | S&P REGIONAL BANKING I... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CSX | CSX CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
RHHBY | ROCHE HLDG LTD ADR SPO... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
EMB | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TNET | TRINET GROUP IN | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FRBA | FIRST BANK/NJ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
GNR | SPDR S&P GL NAT RESOURCES | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
OEF | ISHARES S&P 100 INDEX ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
BIP | BROOKFIELD INFRAST PAR... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
PFIS | PEOPLES FINANCIAL SERV... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
MP | MP MATERIALS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
OLLI | OLLIE`S BARGAIN OUTLET... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
MNKKQ | MALLINCKRODT PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
AMLP | ALERIAN MLP ETF | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ISRG | INTUITIVE SURGICAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
WISDOMTREE FLOATING RA... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 | |
ALD | WISDOMTREE ASIA LOCAL ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
RGP | REGENCY ENERGY PARTNER... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
TLT | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
SU | SUNCOR ENERGY INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
DISCK | DISCOVERY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
SLF | SUN LIFE FINANCIAL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
OKS | ONEOK PARTNERS LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
TYL | TYLER TECHNOLOGIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TTC | TORO CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
GSG | ISHARES GSCI COMMODITY... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
IEP | ICAHN ENTERPRISES L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
GAB | GABELLI EQUITY TRUST INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
ALLE | ALLEGION PUB LTD CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
BG | BUNGE LIMITED | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
SFL | SHIP FINANCE INTER LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
YORW | YORK WATER COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PGHEF | PENGROWTH ENERGY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
RJI | SWEDISH EXPT CR CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
MVF | BLACKROCK MUNIVEST FUN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CTXS | CITRIX SYSTEMS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HEIA | HEICO CORPORATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OGN | ORGANON AND CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
LLL | L3 TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
VMC | VULCAN MATERIALS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DTE | DTE ENERGY COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GM | GENERAL MOTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CSG | CHAMBERS STREET PROPER... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
MCO | MOODYS CORP ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NUE | NUCOR CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ROP | ROPER INDUSTRIES INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RPM | RPM INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
DLTR | DOLLAR TREE STORE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PXD | PIONEER NATURAL RESOUC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CR | CRANE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LIT | GLOBAL X LITHIUM & BAT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HRL | HORMEL FOODS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WSO | WATSCO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ATVI | ACTIVISION, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FINX | GLOBAL X FINTECH ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SNSR | GLOBAL X INTERNET OF T... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BOTZ | GLOBAL X ROBOTICS & AT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DRIV | GLOBAL X AUTONOMOUS & ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SOCL | GLOBAL X SOCIAL MEDIA ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FAX | ABERDEEN ASIA-PAC PRIM... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
FUL | FULLER H B CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MKSI | MKS INSTRUMENTS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MTD | METTLER-TOLEDO INTERNA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NUSCALE POWER CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 | |
XLP | CONSUMER STAPLES SPDR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EXG | EATON VANCE TAX MNGD G... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
ROK | ROCKWELL AUTOMATION INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MVT | BLACKROCK MUNIVEST FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
JPST | JP MORGAN EXCHANGE-TRA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
VIAB | VIACOM INC NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
ILMN | ILLUMINA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FBHS | FORTUNE BRANDS HOME & ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ASML | ASML HOLDINGS N.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ORLY | OREILLY AUTOMOTIVE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
INO | INOVIO PHARMACEUTICALS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
SAN | BANCO SANTANDER S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LYG | LLOYDS BANKING GROUP P... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VNRSQ | VANGUARD NATURAL RESOU... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
RDHL | REDHILL BIOPHARMA LTD-... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LCTX | LINEAGE CELL THERAPEUT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AKTX | AKARI THERAPEUTICS PLC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Download |
The securities at the top of the list , including APPLE INC, JOHNSON & JOHNSON, and MICROSOFT CORP, are the highest-conviction holdings of Haverford Trust Co.
The conviction is calculated by counting the number of quarters a security has been reported by Haverford Trust Co. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Haverford Trust Co owns currently or has owned in the past.