242 is the total number of securities STRATEGIC WEALTH MANAGEMENT INC has owned. The longest STRATEGIC WEALTH MANAGEMENT INC has owned a single stock is 33 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
XLV | SELECT SECTOR SPDR TR | 26 | 7 | 1.66% | 5.70% | 17.51% | Q3 2013 | Q4 2021 | 33 |
FDN | First Trust Internet I... | 21 | 21 | 1.70% | 4.52% | 12.56% | Q4 2016 | Q4 2021 | 21 |
XLF | Financial Select Secto... | 10 | 1 | 0.69% | 1.82% | 6.14% | Q1 2013 | Q1 2019 | 21 |
IWS | ISHARES TR | 13 | 1 | 2.11% | 7.07% | 14.48% | Q4 2012 | Q4 2021 | 20 |
XLY | SELECT SECTOR SPDR TR | 13 | 1 | 1.25% | 4.54% | 7.42% | Q1 2014 | Q4 2021 | 20 |
Harbor Capital Appreci... | 18 | 18 | 1.80% | 9.21% | 18.84% | Q4 2015 | Q1 2020 | 18 | |
Akre Focus Instl | 17 | 17 | 4.16% | 10.54% | 25.78% | Q1 2016 | Q1 2020 | 17 | |
XLP | SELECT SECTOR SPDR TR | 9 | 1 | 1.70% | 8.44% | 24.74% | Q4 2013 | Q4 2021 | 17 |
QQQ | PowerShares QQQ | 12 | 1 | 0.75% | 6.43% | 13.06% | Q1 2013 | Q1 2020 | 17 |
Dodge & Cox Stock | 12 | 4 | 1.35% | 4.87% | 8.50% | Q4 2015 | Q4 2019 | 16 | |
Buffalo Discovery | 15 | 15 | 4.42% | 7.12% | 10.84% | Q4 2015 | Q2 2019 | 15 | |
ITA | iShares US Aerospace &... | 14 | 1 | 1.74% | 4.29% | 6.53% | Q3 2014 | Q1 2020 | 15 |
FXG | First Trust Consumer S... | 15 | 15 | 2.17% | 2.84% | 3.74% | Q2 2018 | Q4 2021 | 15 |
GLD | SPDR GOLD TR | 8 | 1 | 1.36% | 4.01% | 10.60% | Q4 2012 | Q4 2021 | 14 |
IYT | iShares Transportation... | 11 | 1 | 1.77% | 3.80% | 10.32% | Q1 2014 | Q2 2019 | 14 |
OneSource Annuity Janu... | 13 | 13 | 0.19% | 0.24% | 0.34% | Q1 2017 | Q1 2020 | 13 | |
IBB | iShares Nasdaq Biotech... | 12 | 12 | 2.10% | 8.95% | 16.47% | Q4 2012 | Q3 2015 | 12 |
XLK | Technology Select Sect... | 12 | 12 | 0.65% | 2.76% | 8.81% | Q1 2013 | Q4 2015 | 12 |
MO | ALTRIA GROUP INC | 8 | 4 | 0.00% | 0.33% | 0.77% | Q3 2014 | Q4 2021 | 12 |
Elements US Large Cap ... | 11 | 11 | 7.75% | 13.86% | 22.03% | Q2 2017 | Q4 2019 | 11 | |
IEP | ICAHN ENTERPRISES LP | 11 | 11 | 1.45% | 2.01% | 3.05% | Q2 2019 | Q4 2021 | 11 |
IJK | iShares S&P MidCap 400... | 10 | 1 | 1.18% | 1.90% | 3.76% | Q4 2015 | Q1 2019 | 11 |
IYF | iShares Dow Jones US F... | 11 | 11 | 0.70% | 0.91% | 1.65% | Q4 2012 | Q2 2015 | 11 |
DBEF | Deutsche X-trackers MS... | 6 | 4 | 3.67% | 6.80% | 12.69% | Q1 2015 | Q1 2018 | 10 |
IGV | iShares Goldman Sachs ... | 10 | 10 | 0.65% | 1.20% | 3.03% | Q1 2013 | Q2 2015 | 10 |
IYG | iShares Dow Jones US F... | 9 | 1 | 0.67% | 0.93% | 1.64% | Q4 2012 | Q2 2015 | 10 |
VGT | Vanguard Information T... | 10 | 10 | 0.64% | 0.83% | 1.04% | Q1 2013 | Q2 2015 | 10 |
EWY | iShares MSCI South Kor... | 10 | 10 | 0.63% | 0.74% | 0.86% | Q1 2013 | Q2 2015 | 10 |
GST | Gastar Exploration | 10 | 10 | 0.04% | 0.13% | 0.25% | Q4 2012 | Q1 2015 | 10 |
IRECQ | Imperial Petrolium Rec... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2015 | 10 |
BRKB | Berkshire Hath Hld B | 9 | 9 | 0.01% | 1.98% | 4.36% | Q2 2019 | Q2 2021 | 9 |
KO | COCA COLA CO | 8 | 1 | 0.00% | 0.16% | 0.61% | Q4 2014 | Q4 2021 | 9 |
VWO | Vanguard Emerging Mark... | 6 | 2 | 4.23% | 5.31% | 6.99% | Q4 2016 | Q1 2019 | 8 |
FXI | iShares FTSE/Xinhua Ch... | 6 | 1 | 2.16% | 4.92% | 7.06% | Q2 2015 | Q1 2018 | 8 |
SLV | iShares Silver Trust | 8 | 8 | 1.51% | 3.63% | 5.11% | Q4 2012 | Q3 2014 | 8 |
IWP | ISHARES TR | 7 | 1 | 1.25% | 1.96% | 4.37% | Q3 2014 | Q4 2021 | 8 |
GDX | Vaneck Vectors Gold Mi... | 7 | 1 | 0.27% | 1.38% | 3.45% | Q4 2012 | Q4 2016 | 8 |
AAPL | APPLE INC | 4 | 1 | 0.05% | 0.58% | 1.38% | Q4 2012 | Q4 2021 | 8 |
VZ | VERIZON COMMUNICATIONS... | 8 | 8 | 0.01% | 0.45% | 1.09% | Q1 2020 | Q4 2021 | 8 |
TGT | TARGET CORP | 8 | 8 | 0.01% | 0.16% | 0.62% | Q1 2020 | Q4 2021 | 8 |
PEP | PEPSICO INC | 8 | 8 | 0.00% | 0.13% | 0.56% | Q1 2020 | Q4 2021 | 8 |
SCHO | SCHWAB STRATEGIC TR | 7 | 7 | 6.34% | 10.71% | 18.32% | Q2 2020 | Q4 2021 | 7 |
FTSM | FIRST TR EXCHANGE-TRAD... | 7 | 7 | 2.06% | 5.58% | 9.37% | Q2 2020 | Q4 2021 | 7 |
MDY | SPDR S&P Midcap | 6 | 1 | 2.51% | 5.52% | 7.46% | Q2 2013 | Q4 2016 | 7 |
RODM | Hartford Multifactor D... | 7 | 7 | 3.65% | 4.48% | 5.04% | Q2 2018 | Q4 2019 | 7 |
VGK | Vanguard FTSE Europe ETF | 6 | 1 | 2.01% | 4.05% | 7.54% | Q1 2014 | Q4 2015 | 7 |
SPY | SPDR S&P | 6 | 1 | 2.17% | 3.72% | 7.29% | Q2 2013 | Q1 2020 | 7 |
PDI | PIMCO DYNAMIC INCOME FD | 7 | 7 | 2.56% | 3.05% | 3.60% | Q2 2020 | Q4 2021 | 7 |
XLU | Utilities Spyder | 4 | 1 | 0.92% | 2.87% | 6.55% | Q1 2013 | Q2 2021 | 7 |
QQQ | INVESCO QQQ TR | 7 | 7 | 1.69% | 2.65% | 3.90% | Q2 2020 | Q4 2021 | 7 |
FSK | FS KKR CAPITAL CORP | 7 | 7 | 0.76% | 2.22% | 3.56% | Q2 2020 | Q4 2021 | 7 |
SHY | ISHARES TR | 7 | 7 | 1.29% | 1.71% | 2.73% | Q2 2020 | Q4 2021 | 7 |
NLY | ANNALY CAPITAL MANAGEM... | 7 | 7 | 1.25% | 1.61% | 1.98% | Q2 2020 | Q4 2021 | 7 |
TSM | TAIWAN SEMICONDUCTOR M... | 7 | 7 | 0.27% | 1.18% | 1.79% | Q2 2020 | Q4 2021 | 7 |
NVDA | NVIDIA CORPORATION | 7 | 7 | 0.35% | 1.07% | 1.90% | Q2 2020 | Q4 2021 | 7 |
MU | MICRON TECHNOLOGY INC | 4 | 3 | 0.65% | 1.02% | 1.38% | Q3 2014 | Q4 2021 | 7 |
SWKS | SKYWORKS SOLUTIONS INC | 7 | 7 | 0.71% | 0.94% | 1.07% | Q2 2020 | Q4 2021 | 7 |
VGSH | VANGUARD SCOTTSDALE FDS | 7 | 7 | 0.65% | 0.86% | 1.34% | Q2 2020 | Q4 2021 | 7 |
GLW | CORNING INC | 7 | 7 | 0.68% | 0.82% | 1.02% | Q2 2020 | Q4 2021 | 7 |
HD | HOME DEPOT INC | 7 | 7 | 0.47% | 0.78% | 0.97% | Q2 2020 | Q4 2021 | 7 |
AGZ | ISHARES TR | 7 | 7 | 0.32% | 0.76% | 2.04% | Q2 2020 | Q4 2021 | 7 |
VRTX | VERTEX PHARMACEUTICALS... | 7 | 7 | 0.46% | 0.73% | 1.34% | Q2 2020 | Q4 2021 | 7 |
ROK | ROCKWELL AUTOMATION INC | 7 | 7 | 0.53% | 0.68% | 1.09% | Q2 2020 | Q4 2021 | 7 |
CGNX | COGNEX CORP | 7 | 7 | 0.44% | 0.67% | 0.82% | Q2 2020 | Q4 2021 | 7 |
ACM | AECOM | 7 | 7 | 0.50% | 0.61% | 0.84% | Q2 2020 | Q4 2021 | 7 |
MSFT | MICROSOFT CORP | 7 | 7 | 0.04% | 0.52% | 1.33% | Q2 2020 | Q4 2021 | 7 |
CMI | CUMMINS INC | 7 | 7 | 0.40% | 0.42% | 0.47% | Q2 2020 | Q4 2021 | 7 |
VTR | VENTAS INC | 7 | 7 | 0.07% | 0.36% | 1.73% | Q2 2020 | Q4 2021 | 7 |
HTA | HEALTHCARE TR AMER INC | 7 | 7 | 0.20% | 0.30% | 0.68% | Q2 2020 | Q4 2021 | 7 |
Stone Ridge US Large C... | 6 | 6 | 5.26% | 9.97% | 15.01% | Q4 2015 | Q1 2017 | 6 | |
EWP | iShares MSCI Spain Index | 6 | 6 | 1.76% | 6.07% | 8.67% | Q4 2012 | Q1 2014 | 6 |
IJH | iShares S&P MidCap Index | 4 | 2 | 1.43% | 4.38% | 7.66% | Q4 2012 | Q4 2014 | 6 |
OGIG | OSI ETF TR | 6 | 6 | 2.17% | 2.62% | 3.00% | Q3 2020 | Q4 2021 | 6 |
CLOU | GLOBAL X FDS | 6 | 6 | 2.24% | 2.59% | 3.03% | Q3 2020 | Q4 2021 | 6 |
IHI | ISHARES TR | 6 | 6 | 1.93% | 2.19% | 2.57% | Q3 2020 | Q4 2021 | 6 |
IEIH | ISHARES U S ETF TR | 6 | 6 | 1.74% | 1.95% | 2.30% | Q3 2020 | Q4 2021 | 6 |
PBW | INVESCO EXCHANGE TRADE... | 6 | 6 | 1.50% | 1.89% | 2.48% | Q3 2020 | Q4 2021 | 6 |
RIO | RIO TINTO PLC | 6 | 6 | 1.65% | 1.87% | 2.06% | Q3 2020 | Q4 2021 | 6 |
TAN | INVESCO EXCH TRADED FD... | 6 | 6 | 1.51% | 1.78% | 2.19% | Q3 2020 | Q4 2021 | 6 |
BRG | BLUEROCK RESIDENTIAL G... | 6 | 6 | 1.44% | 1.66% | 2.05% | Q2 2020 | Q3 2021 | 6 |
WCLD | WISDOMTREE TR | 6 | 6 | 1.40% | 1.50% | 1.59% | Q3 2020 | Q4 2021 | 6 |
AMD | ADVANCED MICRO DEVICES... | 6 | 6 | 1.08% | 1.49% | 2.04% | Q3 2020 | Q4 2021 | 6 |
AVGO | BROADCOM INC | 6 | 6 | 1.17% | 1.35% | 1.73% | Q3 2020 | Q4 2021 | 6 |
IDNA | ISHARES TR | 6 | 6 | 0.94% | 1.18% | 1.32% | Q3 2020 | Q4 2021 | 6 |
EDOC | GLOBAL X FDS | 6 | 6 | 0.83% | 1.10% | 1.35% | Q3 2020 | Q4 2021 | 6 |
PHM | PULTE GROUP INC | 6 | 6 | 0.77% | 0.92% | 1.07% | Q3 2020 | Q4 2021 | 6 |
XRT | SPDR S&P Retail | 4 | 1 | 1.13% | 6.18% | 8.24% | Q1 2013 | Q4 2016 | 5 |
QUAL | iShares Edge MSCI USA ... | 5 | 5 | 3.91% | 4.41% | 4.61% | Q4 2018 | Q4 2019 | 5 |
DIA | SPDR Dow Jones Industr... | 3 | 1 | 1.92% | 3.96% | 5.11% | Q3 2014 | Q3 2020 | 5 |
PKW | Powershares Buyback Ac... | 5 | 5 | 1.91% | 2.98% | 4.48% | Q1 2018 | Q1 2019 | 5 |
XLE | Energy Select Sector SPDR | 2 | 1 | 0.20% | 2.55% | 7.15% | Q1 2015 | Q1 2019 | 5 |
IJJ | iShares S&P MidCap 400... | 5 | 5 | 1.08% | 1.73% | 2.76% | Q4 2016 | Q4 2017 | 5 |
XBI | SPDR SER TR | 5 | 5 | 0.87% | 1.55% | 2.48% | Q4 2020 | Q4 2021 | 5 |
DVY | ISHARES TR | 4 | 1 | 1.00% | 1.44% | 1.73% | Q1 2015 | Q4 2021 | 5 |
INTC | INTEL CORP | 4 | 1 | 0.28% | 1.03% | 1.29% | Q3 2013 | Q2 2020 | 5 |
BX | BLACKSTONE GROUP INC | 5 | 5 | 0.04% | 0.60% | 2.79% | Q2 2020 | Q2 2021 | 5 |
BAH | BOOZ ALLEN HAMILTON HL... | 4 | 1 | 0.18% | 0.29% | 0.42% | Q2 2020 | Q4 2021 | 5 |
BLK | BLACKROCK INC | 5 | 5 | 0.01% | 0.09% | 0.40% | Q2 2020 | Q2 2021 | 5 |
RTX | RAYTHEON TECHNOLOGIES ... | 5 | 5 | 0.00% | 0.06% | 0.28% | Q2 2020 | Q2 2021 | 5 |
PGX | PowerShares Preferred | 2 | 2 | 3.76% | 6.43% | 11.33% | Q1 2014 | Q4 2015 | 4 |
SMH | Market Vectors Semicon... | 2 | 2 | 2.95% | 5.10% | 6.89% | Q1 2015 | Q1 2017 | 4 |
FXO | First Trust Exchange T... | 4 | 4 | 3.37% | 4.75% | 6.66% | Q4 2016 | Q3 2017 | 4 |
DBJP | Deutsche Bank X-Tracke... | 4 | 4 | 2.76% | 4.66% | 6.00% | Q1 2015 | Q4 2015 | 4 |
EEM | iShares MSCI Emerging ... | 4 | 4 | 3.63% | 4.15% | 4.41% | Q1 2019 | Q4 2019 | 4 |
JAGG | J P MORGAN EXCHANGE-TR... | 4 | 4 | 3.44% | 4.10% | 5.23% | Q2 2020 | Q1 2021 | 4 |
DGRW | Wisdom Tree US Quality... | 4 | 4 | 2.21% | 3.90% | 5.40% | Q2 2019 | Q1 2020 | 4 |
IWD | iShares Russell 1000 V... | 4 | 4 | 3.05% | 3.56% | 3.98% | Q3 2018 | Q2 2019 | 4 |
TLT | ISHARES TR | 4 | 4 | 2.29% | 3.33% | 4.55% | Q2 2020 | Q1 2021 | 4 |
EWH | iShares MSCI Hong Kong... | 4 | 4 | 2.79% | 2.88% | 2.98% | Q1 2018 | Q4 2018 | 4 |
BX | Blackstone Group | 4 | 4 | 1.60% | 2.51% | 3.21% | Q2 2019 | Q1 2020 | 4 |
AVGO | Avago Technologies Ltd | 4 | 4 | 1.03% | 1.26% | 1.53% | Q3 2014 | Q2 2015 | 4 |
IYW | iShares Dow Jones US T... | 4 | 4 | 0.70% | 1.21% | 2.60% | Q3 2014 | Q2 2015 | 4 |
COP | ConocoPhillips | 4 | 4 | 1.07% | 1.21% | 1.30% | Q3 2013 | Q2 2014 | 4 |
NXPI | NXP Semiconductors NV | 4 | 4 | 1.08% | 1.18% | 1.27% | Q3 2014 | Q2 2015 | 4 |
ILMN | Illumina Inc. | 4 | 4 | 0.92% | 1.05% | 1.29% | Q3 2014 | Q2 2015 | 4 |
WSC | WILLSCOT MOBIL MINI HL... | 4 | 4 | 0.89% | 1.03% | 1.24% | Q1 2021 | Q4 2021 | 4 |
SNDK | SanDisk | 4 | 4 | 0.65% | 0.88% | 1.00% | Q3 2014 | Q2 2015 | 4 |
GRMN | Garmin | 4 | 4 | 0.78% | 0.86% | 0.97% | Q3 2014 | Q2 2015 | 4 |
YHOO | Yahoo | 4 | 4 | 0.69% | 0.85% | 1.03% | Q3 2013 | Q2 2014 | 4 |
GMCR | Keurig Green Mountain Inc | 4 | 4 | 0.65% | 0.83% | 1.10% | Q3 2014 | Q2 2015 | 4 |
ARKF | ARK ETF TR | 4 | 4 | 0.54% | 0.78% | 0.89% | Q1 2021 | Q4 2021 | 4 |
FINX | GLOBAL X FDS | 4 | 4 | 0.54% | 0.78% | 0.91% | Q1 2021 | Q4 2021 | 4 |
AG | First Majestic Silver ... | 4 | 4 | 0.38% | 0.68% | 0.98% | Q3 2013 | Q2 2014 | 4 |
ZBRA | ZEBRA TECHNOLOGIES COR... | 4 | 4 | 0.57% | 0.60% | 0.66% | Q1 2021 | Q4 2021 | 4 |
PM | Philip Morris Internat... | 4 | 4 | 0.52% | 0.58% | 0.64% | Q3 2014 | Q2 2015 | 4 |
GG | Goldcorp | 4 | 4 | 0.43% | 0.50% | 0.66% | Q3 2013 | Q2 2014 | 4 |
PWR | QUANTA SVCS INC | 4 | 4 | 0.28% | 0.37% | 0.44% | Q1 2021 | Q4 2021 | 4 |
APTV | APTIV PLC | 4 | 4 | 0.34% | 0.36% | 0.42% | Q1 2021 | Q4 2021 | 4 |
COST | COSTCO WHSL CORP NEW | 2 | 2 | 0.00% | 0.32% | 0.65% | Q1 2015 | Q3 2020 | 4 |
AIMC | ALTRA INDL MOTION CORP | 4 | 4 | 0.23% | 0.30% | 0.36% | Q1 2021 | Q4 2021 | 4 |
IWN | iShares Russell 2000 V... | 3 | 3 | 5.05% | 6.24% | 8.60% | Q4 2012 | Q2 2013 | 3 |
UNG | United States Natural Gas | 2 | 1 | 5.72% | 6.18% | 6.52% | Q1 2013 | Q1 2014 | 3 |
Buffalo Discovery Fund... | 3 | 3 | 2.59% | 5.82% | 7.45% | Q3 2019 | Q1 2020 | 3 | |
INDA | iShares MSCI India Ind... | 3 | 3 | 5.40% | 5.65% | 5.86% | Q1 2018 | Q3 2018 | 3 |
EPP | iShares MSCI Pacific e... | 2 | 1 | 2.92% | 5.31% | 6.80% | Q4 2012 | Q1 2018 | 3 |
DWX | SPDR S&P International... | 3 | 3 | 4.93% | 5.30% | 6.02% | Q4 2017 | Q2 2018 | 3 |
UUP | PowerShares DB US Doll... | 3 | 3 | 3.30% | 3.98% | 5.05% | Q4 2014 | Q2 2015 | 3 |
EMQQ | EXCHANGE TRADED CONCEP... | 3 | 3 | 2.70% | 3.29% | 3.90% | Q2 2021 | Q4 2021 | 3 |
CHKR | Chesapeake Granite Was... | 3 | 3 | 2.42% | 3.18% | 4.11% | Q4 2012 | Q2 2013 | 3 |
SOXX | iShares PHLX SOX Semic... | 1 | 1 | 1.71% | 2.39% | 2.82% | Q3 2014 | Q2 2019 | 3 |
ET | ENERGY TRANSFER LP | 3 | 3 | 1.58% | 1.98% | 2.68% | Q2 2020 | Q4 2020 | 3 |
JAGG | J P MORGAN EXCHANGE-TR... | 3 | 3 | 1.23% | 1.91% | 3.19% | Q2 2021 | Q4 2021 | 3 |
EPD | ENTERPRISE PRODS PARTN... | 3 | 3 | 1.64% | 1.89% | 2.34% | Q2 2020 | Q4 2020 | 3 |
IEO | iShares Dow Jones US O... | 1 | 1 | 1.62% | 1.72% | 1.83% | Q4 2012 | Q4 2014 | 3 |
PAA | PLAINS ALL AMERN PIPEL... | 3 | 3 | 1.00% | 1.37% | 1.97% | Q2 2020 | Q4 2020 | 3 |
SLB | Schlumberger Limited | 3 | 3 | 0.96% | 1.04% | 1.16% | Q2 2019 | Q4 2019 | 3 |
AYX | ALTERYX INC | 3 | 3 | 0.62% | 0.87% | 1.05% | Q3 2020 | Q1 2021 | 3 |
MRK | Merck | 3 | 3 | 0.67% | 0.72% | 0.80% | Q4 2012 | Q2 2013 | 3 |
WMB | Williams Companies | 3 | 3 | 0.57% | 0.68% | 0.80% | Q4 2014 | Q2 2015 | 3 |
NUE | NUCOR CORP | 3 | 3 | 0.62% | 0.66% | 0.71% | Q2 2021 | Q4 2021 | 3 |
CSCO | Cisco Systems | 3 | 3 | 0.45% | 0.63% | 0.78% | Q1 2020 | Q3 2020 | 3 |
LO | Lorillard, Inc. | 3 | 3 | 0.59% | 0.61% | 0.62% | Q3 2014 | Q1 2015 | 3 |
GS | GOLDMAN SACHS GROUP INC | 3 | 3 | 0.53% | 0.54% | 0.54% | Q2 2021 | Q4 2021 | 3 |
T | AT&T INC | 3 | 3 | 0.44% | 0.44% | 0.44% | Q2 2021 | Q4 2021 | 3 |
AMX | AMERICA MOVIL SAB DE CV | 3 | 3 | 0.28% | 0.36% | 0.42% | Q2 2021 | Q4 2021 | 3 |
TGP | TEEKAY LNG PARTNERS L P | 3 | 3 | 0.30% | 0.33% | 0.37% | Q3 2020 | Q1 2021 | 3 |
LMT | LOCKHEED MARTIN CORP | 3 | 3 | 0.26% | 0.33% | 0.40% | Q2 2020 | Q4 2020 | 3 |
NOC | NORTHROP GRUMMAN CORP | 3 | 3 | 0.22% | 0.28% | 0.34% | Q2 2020 | Q4 2020 | 3 |
KCG | Knight Capital Group, ... | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2012 | Q2 2013 | 3 |
IYM | iShares Dow Jones US B... | 2 | 2 | 7.86% | 8.81% | 9.76% | Q3 2013 | Q4 2013 | 2 |
FNDX | Schwab US Fundamental ... | 2 | 2 | 6.48% | 6.90% | 7.33% | Q4 2014 | Q1 2015 | 2 |
SDY | SPDR S&P Dividend ETF ... | 2 | 2 | 4.33% | 6.06% | 7.80% | Q2 2014 | Q3 2014 | 2 |
DBEM | Deutsche X-trackers MS... | 2 | 2 | 3.47% | 5.09% | 6.70% | Q1 2015 | Q2 2015 | 2 |
IVE | iShares S&P Value | 2 | 2 | 3.73% | 5.08% | 6.43% | Q3 2015 | Q4 2015 | 2 |
EWA | iShares MSCI Australia... | 1 | 1 | 3.80% | 5.05% | 6.30% | Q1 2013 | Q1 2014 | 2 |
GDXJ | Market Vectors ETF Jun... | 2 | 2 | 2.63% | 3.91% | 5.19% | Q4 2012 | Q1 2013 | 2 |
DBEU | Deutsche X-trackers MS... | 2 | 2 | 3.30% | 3.59% | 3.89% | Q1 2015 | Q2 2015 | 2 |
WIN | Windstream Corp | 2 | 2 | 2.62% | 2.71% | 2.80% | Q3 2013 | Q4 2013 | 2 |
XLB | SELECT SECTOR SPDR TR | 1 | 1 | 1.26% | 2.60% | 3.94% | Q2 2015 | Q4 2021 | 2 |
IVW | iShares S&P 500 Growth... | 1 | 1 | 1.34% | 2.55% | 3.77% | Q4 2012 | Q3 2014 | 2 |
INDY | iShares S&P India Nift... | 2 | 2 | 1.82% | 1.95% | 2.08% | Q4 2012 | Q1 2013 | 2 |
EWI | iShares MSCI Italy Index | 2 | 2 | 1.68% | 1.90% | 2.12% | Q4 2012 | Q1 2013 | 2 |
IGE | iShares Goldman Sachs ... | 1 | 1 | 1.66% | 1.87% | 2.08% | Q3 2013 | Q4 2014 | 2 |
IDU | iShares Dow Jones US U... | 1 | 1 | 1.51% | 1.69% | 1.86% | Q1 2013 | Q1 2015 | 2 |
IYE | iShares Dow Jones US E... | 1 | 1 | 1.63% | 1.65% | 1.68% | Q4 2012 | Q4 2014 | 2 |
IYZ | iShares Dow Jones US T... | 2 | 2 | 1.44% | 1.62% | 1.80% | Q1 2013 | Q2 2013 | 2 |
ILF | iShares S&P Latin Amer... | 2 | 2 | 0.61% | 0.64% | 0.67% | Q4 2012 | Q1 2013 | 2 |
MXIM | Maxim Integrated Products | 2 | 2 | 0.61% | 0.63% | 0.65% | Q3 2014 | Q4 2014 | 2 |
WMT | Walmart Stores | 1 | 1 | 0.62% | 0.63% | 0.63% | Q3 2014 | Q2 2015 | 2 |
CME | The CME Group | 2 | 2 | 0.53% | 0.57% | 0.61% | Q1 2015 | Q2 2015 | 2 |
LB | L Brands Inc | 2 | 2 | 0.55% | 0.57% | 0.58% | Q1 2015 | Q2 2015 | 2 |
KLAC | KLA Tencor | 2 | 2 | 0.52% | 0.57% | 0.61% | Q4 2014 | Q1 2015 | 2 |
ASML | ASML HOLDING N V | 2 | 2 | 0.52% | 0.52% | 0.53% | Q3 2021 | Q4 2021 | 2 |
CRSP | CRISPR THERAPEUTICS AG | 2 | 2 | 0.43% | 0.48% | 0.54% | Q3 2021 | Q4 2021 | 2 |
RIDE | LORDSTOWN MOTORS CORP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
TYG | TORTOISE ENERGY INFRA ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
NTG | TORTOISE MIDSTRM ENERG... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
CVS | CVS HEALTH CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
ABT | ABBOTT LABS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
PYPL | PAYPAL HLDGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
VEA | Vanguard FTSE Develope... | 1 | 1 | 15.80% | 15.80% | 15.80% | Q1 2016 | Q1 2016 | 1 |
RSP | Guggenheim S&P EqualWe... | 1 | 1 | 12.28% | 12.28% | 12.28% | Q4 2016 | Q4 2016 | 1 |
DBGR | Deutsche X-trackers MS... | 1 | 1 | 7.67% | 7.67% | 7.67% | Q1 2016 | Q1 2016 | 1 |
DBA | PowerShares DB Agricul... | 1 | 1 | 7.27% | 7.27% | 7.27% | Q2 2014 | Q2 2014 | 1 |
IAU | iShares COMEX Gold Trust | 1 | 1 | 6.78% | 6.78% | 6.78% | Q4 2012 | Q4 2012 | 1 |
BBH | Market Vectors Biotech... | 1 | 1 | 6.31% | 6.31% | 6.31% | Q4 2012 | Q4 2012 | 1 |
SH | Short S&P500 ProShares | 1 | 1 | 6.14% | 6.14% | 6.14% | Q1 2018 | Q1 2018 | 1 |
MOO | Market Vectors Agribus... | 1 | 1 | 5.80% | 5.80% | 5.80% | Q4 2012 | Q4 2012 | 1 |
ROM | ProShares Ultra Techno... | 1 | 1 | 4.51% | 4.51% | 4.51% | Q4 2014 | Q4 2014 | 1 |
Akre Focus Instl | 1 | 1 | 3.90% | 3.90% | 3.90% | Q4 2015 | Q4 2015 | 1 | |
CHIQ | Global China Consumer ETF | 1 | 1 | 3.80% | 3.80% | 3.80% | Q2 2018 | Q2 2018 | 1 |
EWS | iShares MSCI Singapore... | 1 | 1 | 3.75% | 3.75% | 3.75% | Q4 2012 | Q4 2012 | 1 |
EFA | iShares MSCI EAFE Index | 1 | 1 | 3.67% | 3.67% | 3.67% | Q2 2019 | Q2 2019 | 1 |
JP Morgan Ultra Short ETF | 1 | 1 | 3.59% | 3.59% | 3.59% | Q2 2019 | Q2 2019 | 1 | |
EWW | iShares MSCI Mexico Index | 1 | 1 | 3.51% | 3.51% | 3.51% | Q4 2017 | Q4 2017 | 1 |
FDIS | Fidelity MSCI Consumer... | 1 | 1 | 2.66% | 2.66% | 2.66% | Q1 2020 | Q1 2020 | 1 |
DBO | PowerShares DB Oil | 1 | 1 | 2.57% | 2.57% | 2.57% | Q3 2014 | Q3 2014 | 1 |
VOT | Vanguard Mid Cap Growt... | 1 | 1 | 2.16% | 2.16% | 2.16% | Q4 2014 | Q4 2014 | 1 |
USMV | iShares Edge MSCI Min ... | 1 | 1 | 2.01% | 2.01% | 2.01% | Q1 2018 | Q1 2018 | 1 |
IAT | iShares U.S. Regional ... | 1 | 1 | 1.91% | 1.91% | 1.91% | Q4 2013 | Q4 2013 | 1 |
IHE | iShares Dow Jones US P... | 1 | 1 | 1.87% | 1.87% | 1.87% | Q2 2013 | Q2 2013 | 1 |
IYH | iShares US Healthcare | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2013 | Q4 2013 | 1 |
IEZ | iShares US Oil Equipme... | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2014 | Q4 2014 | 1 |
KXI | iShares S&P Global Con... | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2013 | Q1 2013 | 1 |
SLX | Market Vectors Steel | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2013 | Q4 2013 | 1 |
IWO | iShares Russell 2000 G... | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2014 | Q4 2014 | 1 |
GLOBAL X FDS | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2021 | Q4 2021 | 1 | |
AAPL | Apple | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2012 | Q4 2012 | 1 |
AAXJ | iShares MSCI All Count... | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2012 | Q4 2012 | 1 |
DEM | WisdomTree Emerging Ma... | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2012 | Q4 2012 | 1 |
ACWI | iShares MSCI ACWI Index | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2012 | Q4 2012 | 1 |
DBC | PowerShares DB Commodi... | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2012 | Q4 2012 | 1 |
QCOM | Qualcomm | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2014 | Q4 2014 | 1 |
BAX | Baxter International | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2015 | Q2 2015 | 1 |
KMI | Kinder Morgan | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2014 | Q4 2014 | 1 |
PFE | Pfizer | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2014 | Q3 2014 | 1 |
MCD | McDonald's | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2014 | Q3 2014 | 1 |
SNY | Sanofi | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2014 | Q3 2014 | 1 |
ADI | Analog Devices | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2015 | Q1 2015 | 1 |
GE | General Electric | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2015 | Q1 2015 | 1 |
PAC | Grupo Aeroportuario de... | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2014 | Q3 2014 | 1 |
TROW | T Rowe Price Group | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2015 | Q2 2015 | 1 |
POT | Potash Corp of Saskatc... | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2014 | Q4 2014 | 1 |
BTI | British American Tobacco | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2014 | Q3 2014 | 1 |
NVS | Novartis ADR | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2015 | Q1 2015 | 1 |
WFC | Wells Fargo | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2020 | Q1 2020 | 1 |
WBK | Westpac Banking Corp | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2014 | Q3 2014 | 1 |
IWM | iShares Russell 2000 I... | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2014 | Q4 2014 | 1 |
AXP | American Express | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2020 | Q1 2020 | 1 |
DPHC | DIAMONDPEAK HLDGS COR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
UEC | Uranium Energy Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
SPSC | SPS COMM INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
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The securities at the top of the list , including SELECT SECTOR SPDR TR, First Trust Internet Index ETF, and Financial Select Sector SPDR, are the highest-conviction holdings of STRATEGIC WEALTH MANAGEMENT INC.
The conviction is calculated by counting the number of quarters a security has been reported by STRATEGIC WEALTH MANAGEMENT INC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that STRATEGIC WEALTH MANAGEMENT INC owns currently or has owned in the past.