OLD SECOND NATIONAL BANK OF AURORA Diversified Active

CIK: 0000903783 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 21, 2020

Total Value ($000): $332,955 (100.0% shares, 0.0% debt)

Holdings (350)

SPIB SPDR Portfolio Intermediate Corp Bond ETF 4.5%
Value ($000) $14,892 Shares 421,750 Est. Cost $35.28 Unrealized
BKLN Invesco Senior Loan ETF 3.8%
Value ($000) $12,597 Shares 551,990 Est. Cost $22.82 Unrealized
MSFT Microsoft Corp 3.4%
Value ($000) $11,289 Shares 71,587 Est. Cost $27.87 Unrealized +399.6%
AAPL Apple Computer Inc 3.3%
Value ($000) $11,032 Shares 37,569 Est. Cost $21.38 Unrealized +190.0%
KWEB Kraneshares CSI China ETF 2.9%
Value ($000) $9,680 Shares 198,847 Est. Cost $41.58 Unrealized
JPM J P Morgan Chase & Co 2.8%
Value ($000) $9,314 Shares 66,812 Est. Cost $37.17 Unrealized +192.4%
SPY S & P Index Spider 2.3%
Value ($000) $7,748 Shares 24,074 Est. Cost $245.10 Unrealized
INTC Intel Corp 2.2%
Value ($000) $7,389 Shares 123,456 Est. Cost $18.40 Unrealized +167.7%
TSN Tyson Foods Inc Class A 2.0%
Value ($000) $6,621 Shares 72,725 Est. Cost $51.37 Unrealized +39.7%
SPEM SPDR Portfolio Emerging Mkt 2.0%
Value ($000) $6,616 Shares 175,997 Est. Cost $33.43 Unrealized
GOOGL Alphabet Inc Cap Class A 1.9%
Value ($000) $6,462 Shares 4,825 Est. Cost $37.70 Unrealized +69.8%
Blackrock Inc 1.9%
Value ($000) $6,193 Shares 12,321 Est. Cost $272.59 Unrealized
VLO Valero Energy Corp 1.7%
Value ($000) $5,675 Shares 60,599 Est. Cost $52.91 Unrealized +39.2%
JNJ Johnson & Johnson 1.7%
Value ($000) $5,658 Shares 38,788 Est. Cost $60.06 Unrealized +90.0%
MA Mastercard Inc. 1.7%
Value ($000) $5,581 Shares 18,690 Est. Cost $81.25 Unrealized +235.5%
VZ Verizon Communications 1.6%
Value ($000) $5,247 Shares 85,453 Est. Cost $29.57 Unrealized +44.7%
PFE Pfizer Inc 1.4%
Value ($000) $4,586 Shares 117,054 Est. Cost $20.63 Unrealized +29.5%
MDT Medtronic Holdings LTD 1.4%
Value ($000) $4,551 Shares 40,116 Est. Cost $81.72 Unrealized +13.3%
XLY SPDR Discrectionary ETF 1.3%
Value ($000) $4,436 Shares 35,366 Est. Cost $100.51 Unrealized
ABT Abbott Laboratories 1.3%
Value ($000) $4,313 Shares 49,650 Est. Cost $31.04 Unrealized +142.6%
DIS Disney Common Stock 1.3%
Value ($000) $4,181 Shares 28,905 Est. Cost $93.32 Unrealized +45.4%
USB US Bancorp Del Com New 1.2%
Value ($000) $4,071 Shares 68,669 Est. Cost $22.41 Unrealized +97.8%
CSCO Cisco Systems Inc 1.1%
Value ($000) $3,755 Shares 78,292 Est. Cost $19.65 Unrealized +96.2%
NVDA Nvidia Corporation 1.1%
Value ($000) $3,753 Shares 15,952 Est. Cost $4.29 Unrealized +20.5%
PYPL Paypal Holdings Inc 1.1%
Value ($000) $3,659 Shares 33,826 Est. Cost $35.94 Unrealized +189.3%
PG Procter & Gamble Co 1.1%
Value ($000) $3,635 Shares 29,110 Est. Cost $55.64 Unrealized +89.1%
IAT Ishares Regional Bank 1.1%
Value ($000) $3,504 Shares 68,750 Est. Cost $29.83 Unrealized
SWK Stanley Black & Decker Inc 1.0%
Value ($000) $3,419 Shares 20,633 Est. Cost $78.15 Unrealized +64.5%
ETN Eaton Corp PLC 1.0%
Value ($000) $3,403 Shares 35,930 Est. Cost $54.96 Unrealized +45.0%
ROP Roper Industries Inc 1.0%
Value ($000) $3,398 Shares 9,592 Est. Cost $172.24 Unrealized +93.4%
NSC Norfolk Southern Corp 1.0%
Value ($000) $3,334 Shares 17,173 Est. Cost $60.99 Unrealized +171.5%
FISV Fiserv Inc 1.0%
Value ($000) $3,283 Shares 28,391 Est. Cost $58.68 Unrealized +88.1%
BAC Bank America Corp 1.0%
Value ($000) $3,255 Shares 92,417 Est. Cost $15.89 Unrealized +74.9%
DHR Danaher Corp 1.0%
Value ($000) $3,253 Shares 21,195 Est. Cost $53.95 Unrealized +128.0%
QCOM Qualcomm Inc 0.9%
Value ($000) $3,118 Shares 35,339 Est. Cost $45.96 Unrealized +58.5%
AVGO Broadcom Inc 0.9%
Value ($000) $3,058 Shares 9,675 Est. Cost $20.13 Unrealized +28.6%
PEG Public Service Enterprise Group Inc 0.9%
Value ($000) $3,057 Shares 51,778 Est. Cost $34.07 Unrealized +44.2%
PHM Pulte Homes, Inc 0.9%
Value ($000) $3,040 Shares 78,366 Est. Cost $19.90 Unrealized +83.1%
Aptiv PLC 0.9%
Value ($000) $3,017 Shares 31,766 Est. Cost $84.06 Unrealized
BA Boeing Co 0.9%
Value ($000) $3,007 Shares 9,232 Est. Cost $322.99 Unrealized +8.7%
United Technologies Corp 0.9%
Value ($000) $2,907 Shares 19,405 Est. Cost $93.83 Unrealized
WMT Wal-Mart Stores Inc 0.9%
Value ($000) $2,887 Shares 24,293 Est. Cost $30.32 Unrealized +20.0%
LKQ LKQ Corporation 0.9%
Value ($000) $2,852 Shares 79,890 Est. Cost $27.61 Unrealized +10.4%
TMO Thermo Fisher Scientific Inc. 0.9%
Value ($000) $2,837 Shares 8,734 Est. Cost $130.64 Unrealized +128.4%
WY Weyerhaeuser Company 0.8%
Value ($000) $2,796 Shares 92,565 Est. Cost $21.46 Unrealized +7.7%
ZION Zions Bancorporation 0.8%
Value ($000) $2,759 Shares 53,150 Est. Cost $51.44 Unrealized -5.6%
CVX Chevron Corp 0.8%
Value ($000) $2,676 Shares 22,205 Est. Cost $72.45 Unrealized +23.8%
ABBV Abbvie Inc 0.8%
Value ($000) $2,637 Shares 29,780 Est. Cost $48.81 Unrealized +32.4%
OKE Oneok Inc 0.8%
Value ($000) $2,566 Shares 33,910 Est. Cost $28.34 Unrealized +68.2%
HD Home Depot Inc 0.8%
Value ($000) $2,547 Shares 11,663 Est. Cost $153.17 Unrealized +27.3%
IQV Iqvia Holdings Inc 0.8%
Value ($000) $2,530 Shares 16,371 Est. Cost $114.99 Unrealized +27.0%
MET Metlife Inc 0.8%
Value ($000) $2,528 Shares 49,592 Est. Cost $25.74 Unrealized +52.8%
CMI Cummins Inc. 0.8%
Value ($000) $2,515 Shares 14,050 Est. Cost $136.23 Unrealized +10.9%
ENB Enbridge Inc 0.8%
Value ($000) $2,500 Shares 62,859 Est. Cost $24.19 Unrealized +2.7%
TFC Truist Finl Corp 0.7%
Value ($000) $2,455 Shares 43,602 Est. Cost $40.89 Unrealized 0.0%
LNG Cheniere Energy 0.7%
Value ($000) $2,434 Shares 39,841 Est. Cost $59.11 Unrealized +4.1%
PAYX Paychex Inc 0.7%
Value ($000) $2,389 Shares 28,085 Est. Cost $31.41 Unrealized +125.0%
SBUX Starbucks Corp 0.7%
Value ($000) $2,387 Shares 27,149 Est. Cost $47.87 Unrealized +55.6%
ULTA Ulta Salon Cosmetics & Fragrance Inc 0.7%
Value ($000) $2,341 Shares 9,246 Est. Cost $227.49 Unrealized +7.4%
STZ Constellation Brands Inc 0.7%
Value ($000) $2,309 Shares 12,171 Est. Cost $130.66 Unrealized +30.7%
PEP Pepsico Inc. 0.7%
Value ($000) $2,255 Shares 16,500 Est. Cost $94.61 Unrealized +19.2%
VYM Vanguard High Dividend Yield 0.6%
Value ($000) $2,159 Shares 23,040 Est. Cost $88.20 Unrealized
KSS Kohls Corp 0.6%
Value ($000) $2,117 Shares 41,552 Est. Cost $53.81 Unrealized -5.5%
PFG Principal Financial Group Inc 0.6%
Value ($000) $2,076 Shares 37,747 Est. Cost $41.22 Unrealized +4.8%
LUV Southwest Airlines Co 0.6%
Value ($000) $2,005 Shares 37,135 Est. Cost $53.75 Unrealized -4.6%
Unilever Plc Sponsored ADR 0.6%
Value ($000) $2,000 Shares 34,973 Est. Cost $45.36 Unrealized
CMCSA Comcast Corp New Class A 0.6%
Value ($000) $1,965 Shares 43,700 Est. Cost $35.60 Unrealized +6.4%
VNQ Vanguard REIT 0.6%
Value ($000) $1,963 Shares 21,158 Est. Cost $91.94 Unrealized
OPLN KAR Auction Services Inc. 0.6%
Value ($000) $1,901 Shares 87,238 Est. Cost $23.15 Unrealized -1.5%
HAS Hasbro Inc. 0.5%
Value ($000) $1,819 Shares 17,226 Est. Cost $44.00 Unrealized +86.8%
SYY Sysco Corporation 0.5%
Value ($000) $1,813 Shares 21,202 Est. Cost $61.12 Unrealized +12.1%
LAMR Lamar Advertising Co. 0.5%
Value ($000) $1,767 Shares 19,792 Est. Cost $74.47 Unrealized
HST Host Hotels & Resorts Inc 0.5%
Value ($000) $1,752 Shares 94,400 Est. Cost $11.87 Unrealized +16.7%
LLY Lilly Eli & Co 0.5%
Value ($000) $1,749 Shares 13,307 Est. Cost $56.29 Unrealized +91.0%
XLB SPDR Materials ETF 0.5%
Value ($000) $1,740 Shares 28,317 Est. Cost $51.94 Unrealized
ALB Albemarle Corp. 0.4%
Value ($000) $1,475 Shares 20,185 Est. Cost $61.60 Unrealized 0.0%
EFA Ishares MSCI Eafe Index Fd 0.4%
Value ($000) $1,468 Shares 21,137 Est. Cost $62.43 Unrealized
T AT&T Inc 0.4%
Value ($000) $1,211 Shares 31,004 Est. Cost $13.50 Unrealized +39.7%
MRK Merck & Co Inc 0.3%
Value ($000) $1,014 Shares 11,143 Est. Cost $35.41 Unrealized +90.8%
MCD McDonalds Corp 0.3%
Value ($000) $888 Shares 4,494 Est. Cost $104.46 Unrealized +64.6%
MDY SPDR S&P Midcap 400 Ser 1 0.3%
Value ($000) $887 Shares 2,363 Est. Cost $275.93 Unrealized
FITB Fifth Third Bancorp 0.2%
Value ($000) $747 Shares 24,297 Est. Cost $20.77 Unrealized +10.4%
SPDW SPDR Portfolio World 0.2%
Value ($000) $735 Shares 23,454 Est. Cost $26.62 Unrealized
PM Philip Morris Intl Inc 0.2%
Value ($000) $660 Shares 7,754 Est. Cost $50.61 Unrealized +18.6%
CAT Caterpillar Inc 0.2%
Value ($000) $653 Shares 4,422 Est. Cost $88.45 Unrealized +39.1%
WEC WEC Energy Group Inc 0.2%
Value ($000) $645 Shares 6,998 Est. Cost $37.67 Unrealized +98.7%
MOAT Vaneck Vectors Morningstar Wide MOAT ETF 0.2%
Value ($000) $614 Shares 11,202 Est. Cost $32.52 Unrealized
MO Altria Group Inc 0.2%
Value ($000) $609 Shares 12,204 Est. Cost $18.44 Unrealized +56.1%
IWM Ishares Tr Russell 2000 Index Fd 0.2%
Value ($000) $588 Shares 3,547 Est. Cost $123.37 Unrealized
AMZN Amazon.com Inc. 0.2%
Value ($000) $584 Shares 316 Est. Cost $61.43 Unrealized +44.1%
IVV Ishares S & P 500 Index Fund 0.2%
Value ($000) $582 Shares 1,800 Est. Cost $206.73 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.2%
Value ($000) $552 Shares 4,424 Est. Cost $94.22 Unrealized
HON Honeywell Intl Inc 0.2%
Value ($000) $537 Shares 3,035 Est. Cost $116.30 Unrealized +23.7%
VB Vanguard Small Cap ETF 0.2%
Value ($000) $504 Shares 3,045 Est. Cost $127.01 Unrealized
IWR Ishares Tr Russell Midcap Index Fund 0.1%
Value ($000) $464 Shares 7,780 Est. Cost $76.63 Unrealized
DIA SPDR Dow Jones Indl Average Ser 1 0.1%
Value ($000) $442 Shares 1,549 Est. Cost $177.70 Unrealized
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $412 Shares 6,414 Est. Cost $34.92 Unrealized +29.4%
MDLZ Mondelez Intl Inc 0.1%
Value ($000) $386 Shares 7,009 Est. Cost $27.41 Unrealized +67.4%
WM Waste Management New 0.1%
Value ($000) $383 Shares 3,366 Est. Cost $34.85 Unrealized +193.0%
Public Storage Pfd 0.1%
Value ($000) $360 Shares 14,000 Est. Cost $26.21 Unrealized
America Movil Sa De Sv Sponsored ADR 0.1%
Value ($000) $354 Shares 22,122 Est. Cost $14.57 Unrealized
CHE Chemed Corp 0.1%
Value ($000) $351 Shares 800 Est. Cost $300.29 Unrealized +37.4%
XOM Exxon Mobil Corp 0.1%
Value ($000) $350 Shares 5,021 Est. Cost $53.71 Unrealized -3.1%
CMA Comerica Inc Common Stock 0.1%
Value ($000) $342 Shares 4,770 Est. Cost $44.43 Unrealized +14.0%
ORCL Oracle Corp 0.1%
Value ($000) $316 Shares 5,960 Est. Cost $27.89 Unrealized +80.9%
XLU Select Sector Spdr Tr Utils 0.1%
Value ($000) $305 Shares 4,720 Est. Cost $39.44 Unrealized
SO Southern Co. 0.1%
Value ($000) $293 Shares 4,593 Est. Cost $31.23 Unrealized +56.6%
UNP Union Pacific Corp 0.1%
Value ($000) $290 Shares 1,604 Est. Cost $77.81 Unrealized +92.0%
LMT Lockheed Martin Corp 0.1%
Value ($000) $280 Shares 719 Est. Cost $184.46 Unrealized +76.1%
IBM International Business Machines Corp 0.1%
Value ($000) $276 Shares 2,060 Est. Cost $104.45 Unrealized -4.4%
DUK Duke Energy Corp New 0.1%
Value ($000) $275 Shares 3,007 Est. Cost $53.64 Unrealized +33.9%
BABA Alibaba Group Holding Ltd 0.1%
Value ($000) $254 Shares 1,195 Est. Cost $132.74 Unrealized
XEL Xcel Energy 0.1%
Value ($000) $253 Shares 3,979 Est. Cost $43.12 Unrealized +19.9%
EEM Ishares Tr MSCI Emerging Markets 0.1%
Value ($000) $243 Shares 5,406 Est. Cost $37.10 Unrealized
JP Morgan Betabldrs Europe ETF 0.1%
Value ($000) $230 Shares 9,000 Est. Cost $25.56 Unrealized
MMM 3m Co 0.1%
Value ($000) $229 Shares 1,298 Est. Cost $65.17 Unrealized +71.5%
KO Coca Cola Co 0.1%
Value ($000) $223 Shares 4,033 Est. Cost $30.45 Unrealized +46.2%
VTV Vanguard Value ETF 0.1%
Value ($000) $209 Shares 1,745 Est. Cost $90.71 Unrealized
Digital Rlty Tr Inc Prrd 0.1%
Value ($000) $207 Shares 8,000 Est. Cost $25.88 Unrealized
General Electric Co 0.1%
Value ($000) $206 Shares 18,489 Est. Cost $22.84 Unrealized
NEE Nextera Energy Inc 0.1%
Value ($000) $206 Shares 852 Est. Cost $25.67 Unrealized +95.4%
Raytheon Co New 0.1%
Value ($000) $198 Shares 900 Est. Cost $184.34 Unrealized
BRK/B Berkshire Hathaway Inc Class B 0.1%
Value ($000) $192 Shares 847 Est. Cost $132.27 Unrealized +64.2%
IWF Ishares Tr Russell 1000 Growth Index Fund 0.1%
Value ($000) $190 Shares 1,081 Est. Cost $95.51 Unrealized
BP BP Amoco PLC Sponsored ADR 0.1%
Value ($000) $187 Shares 4,946 Est. Cost $36.84 Unrealized
DVY Ishares Dow Jones Select Div. Index Fd. 0.1%
Value ($000) $181 Shares 1,712 Est. Cost $79.34 Unrealized
COST Costco Wholesale Corp 0.1%
Value ($000) $179 Shares 608 Est. Cost $93.92 Unrealized +189.1%
CSX CSX Corp. 0.1%
Value ($000) $179 Shares 2,475 Est. Cost $7.76 Unrealized +180.6%
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $170 Shares 800 Est. Cost $171.11 Unrealized
ADBE Adobe Systems Inc. 0.1%
Value ($000) $168 Shares 508 Est. Cost $291.98 Unrealized +0.8%
Ingersoll-Rand PLC 0.0%
Value ($000) $160 Shares 1,200 Est. Cost $66.32 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $157 Shares 3,454 Est. Cost $20.23 Unrealized +28.6%
SPYV SPDR Portfolio S&P 500 Value 0.0%
Value ($000) $155 Shares 4,432 Est. Cost $31.50 Unrealized
TGT Target Corp 0.0%
Value ($000) $149 Shares 1,163 Est. Cost $49.34 Unrealized +102.3%
PFF Ishares US Preferred Stock E 0.0%
Value ($000) $147 Shares 3,900 Est. Cost $39.83 Unrealized
AEP American Electric Power Co 0.0%
Value ($000) $144 Shares 1,524 Est. Cost $38.02 Unrealized +95.3%
AFL Aflac Inc. 0.0%
Value ($000) $138 Shares 2,600 Est. Cost $34.87 Unrealized +31.5%
MPHQX Blackrock Total Return Fd 0.0%
Value ($000) $137 Shares 11,503 Est. Cost $11.91 Unrealized
BAX Baxter Intl Inc 0.0%
Value ($000) $134 Shares 1,600 Est. Cost $30.58 Unrealized +140.0%
GLD Spider Gold Tr 0.0%
Value ($000) $130 Shares 909 Est. Cost $115.40 Unrealized
AWK American Water Works Co 0.0%
Value ($000) $123 Shares 1,000 Est. Cost $36.16 Unrealized +198.7%
ETR Entergy Corp 0.0%
Value ($000) $120 Shares 1,002 Est. Cost $27.90 Unrealized +69.1%
WWD Woodward Governor Co 0.0%
Value ($000) $118 Shares 1,000 Est. Cost $34.67 Unrealized +213.2%
Royal Dutch Shell 0.0%
Value ($000) $115 Shares 1,919 Est. Cost $66.73 Unrealized
EPD Enterprise Prods Partners L P 0.0%
Value ($000) $114 Shares 4,050 Est. Cost $51.24 Unrealized
Blackrock Taxable Municipal Bond Trust 0.0%
Value ($000) $107 Shares 4,395 Est. Cost $22.74 Unrealized
ISRG Intuitive Surgical Inc Com New 0.0%
Value ($000) $106 Shares 180 Est. Cost $172.96 Unrealized +8.3%
JP Morgan BetaBldrs Japan ETF 0.0%
Value ($000) $105 Shares 4,299 Est. Cost $24.42 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $105 Shares 1,283 Est. Cost $48.91 Unrealized +45.4%
GLNCY Glencore PLC ADR 0.0%
Value ($000) $104 Shares 16,605 Est. Cost $6.63 Unrealized
IDV Ishares DJ Intl Select Div 0.0%
Value ($000) $102 Shares 3,035 Est. Cost $33.61 Unrealized
CL Colgate-Palmolive Co 0.0%
Value ($000) $101 Shares 1,474 Est. Cost $60.64 Unrealized -2.5%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $101 Shares 592 Est. Cost $110.58 Unrealized +31.2%
C Citigroup Inc New 0.0%
Value ($000) $97 Shares 1,208 Est. Cost $47.82 Unrealized +23.9%
DE Deere & Co 0.0%
Value ($000) $97 Shares 560 Est. Cost $73.61 Unrealized +114.6%
GIS General Mills Inc 0.0%
Value ($000) $94 Shares 1,750 Est. Cost $32.17 Unrealized +33.0%
MPC Marathon Pete Corp 0.0%
Value ($000) $86 Shares 1,427 Est. Cost $32.76 Unrealized +57.7%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $85 Shares 365 Est. Cost $43.08 Unrealized +394.8%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $84 Shares 614 Est. Cost $75.25 Unrealized +44.6%
Royal Dutch Shell PLC Sponsored ADR 0.0%
Value ($000) $84 Shares 1,425 Est. Cost $61.61 Unrealized
SPYG SPDR Portfolio S&P 500 Grwth 0.0%
Value ($000) $82 Shares 1,961 Est. Cost $33.51 Unrealized
AMT American Tower Corp Cl A 0.0%
Value ($000) $80 Shares 350 Est. Cost $59.44 Unrealized +209.3%
LNT Alliant Energy Corp 0.0%
Value ($000) $80 Shares 1,467 Est. Cost $24.33 Unrealized +80.1%
Allstate Corp 0.0%
Value ($000) $78 Shares 3,000 Est. Cost $26.33 Unrealized
NGG National Grid PLC SP-ADR 0.0%
Value ($000) $78 Shares 1,237 Est. Cost $62.34 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $77 Shares 517 Est. Cost $104.50 Unrealized +25.6%
MAR Marriott International Class A 0.0%
Value ($000) $76 Shares 500 Est. Cost $127.67 Unrealized +0.6%
JP Morgan Betabuilders Canada ETF 0.0%
Value ($000) $74 Shares 2,837 Est. Cost $25.85 Unrealized
IJR Ishares S&P Smallcap 600 Index Fd 0.0%
Value ($000) $73 Shares 867 Est. Cost $86.28 Unrealized
INN Summit Hotel Properties Inc. 0.0%
Value ($000) $73 Shares 5,886 Est. Cost $9.00 Unrealized
DOW Dow Inc 0.0%
Value ($000) $73 Shares 1,331 Est. Cost $36.37 Unrealized +0.9%
Health Ins. Innovations Inc 0.0%
Value ($000) $72 Shares 3,741 Est. Cost $21.75 Unrealized
KEY Keycorp New 0.0%
Value ($000) $71 Shares 3,506 Est. Cost $12.90 Unrealized +8.4%
GD General Dynamics Corp 0.0%
Value ($000) $71 Shares 400 Est. Cost $97.35 Unrealized +60.1%
AMGN Amgen Inc 0.0%
Value ($000) $69 Shares 286 Est. Cost $139.11 Unrealized +31.3%
UPS United Parcel Service Inc Class B 0.0%
Value ($000) $68 Shares 580 Est. Cost $58.56 Unrealized +58.5%
UAL United Continental Holdings Inc 0.0%
Value ($000) $67 Shares 765 Est. Cost $68.12 Unrealized +31.8%
ALLE Allegion PLC 0.0%
Value ($000) $65 Shares 519 Est. Cost $65.52 Unrealized +62.7%
EG Everest Re Group Ltd 0.0%
Value ($000) $64 Shares 230 Est. Cost $200.59 Unrealized +15.7%
JP Morgan BetaBuilders Dev Asia ex-Japan ETF 0.0%
Value ($000) $62 Shares 2,399 Est. Cost $25.84 Unrealized
SHOP Shopify Inc 0.0%
Value ($000) $60 Shares 150 Est. Cost $13.55 Unrealized +149.6%
AB AllianceBernstein Holding LP 0.0%
Value ($000) $59 Shares 1,952 Est. Cost $25.80 Unrealized
CHTR Charter Communications Inc CL A 0.0%
Value ($000) $58 Shares 120 Est. Cost $411.14 Unrealized +11.9%
CB Chubb LTD 0.0%
Value ($000) $58 Shares 370 Est. Cost $117.82 Unrealized +17.5%
Linde PLC 0.0%
Value ($000) $56 Shares 264 Est. Cost $212.12 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $56 Shares 435 Est. Cost $103.48 Unrealized +0.3%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $55 Shares 582 Est. Cost $88.54 Unrealized
CWB SPDR Bloomberg Barclays Cons Sec ETF 0.0%
Value ($000) $55 Shares 993 Est. Cost $51.36 Unrealized
LQD Ishares Iboxx Invt Grade Group Bd Fnd 0.0%
Value ($000) $54 Shares 420 Est. Cost $118.67 Unrealized
JCI Johnson Controls International PLC 0.0%
Value ($000) $54 Shares 1,316 Est. Cost $33.32 Unrealized +11.3%
SPMD Spdr Portfolio Mid Cap ETF 0.0%
Value ($000) $53 Shares 1,460 Est. Cost $33.75 Unrealized
EMR Emerson Electric Corp 0.0%
Value ($000) $53 Shares 700 Est. Cost $41.67 Unrealized +50.8%
D Dominion Resources Inc New 0.0%
Value ($000) $53 Shares 641 Est. Cost $38.79 Unrealized +60.9%
META Facebook Inc 0.0%
Value ($000) $53 Shares 256 Est. Cost $141.59 Unrealized +35.8%
SPSM Spdr Portfolio Small Cap ETF 0.0%
Value ($000) $53 Shares 1,624 Est. Cost $29.87 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $53 Shares 177 Est. Cost $105.54 Unrealized +139.9%
ATT Inc Preferred 0.0%
Value ($000) $53 Shares 2,000 Est. Cost $26.50 Unrealized
DGX Quest Diagnostics Inc 0.0%
Value ($000) $53 Shares 500 Est. Cost $46.22 Unrealized +100.0%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $52 Shares 139 Est. Cost $345.90 Unrealized -3.3%
Bank of Americal Corp Prfd 0.0%
Value ($000) $52 Shares 2,000 Est. Cost $25.50 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $52 Shares 977 Est. Cost $34.30 Unrealized +30.3%
ALL Allstate Corp 0.0%
Value ($000) $51 Shares 454 Est. Cost $80.18 Unrealized +17.5%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $50 Shares 170 Est. Cost $162.37 Unrealized +45.7%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $49 Shares 207 Est. Cost $61.55 Unrealized +215.4%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $48 Shares 818 Est. Cost $71.09 Unrealized
MAS Masco Corp 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $34.09 Unrealized +20.4%
KMI Kinder Morgan Inc 0.0%
Value ($000) $47 Shares 2,200 Est. Cost $20.77 Unrealized -32.3%
VWO Vanguard MSCI Emerging Markets ETF 0.0%
Value ($000) $47 Shares 1,059 Est. Cost $36.97 Unrealized
Unilever New York ADR 0.0%
Value ($000) $46 Shares 798 Est. Cost $44.12 Unrealized
Annaly Mtg Mgmt Inc 0.0%
Value ($000) $46 Shares 4,894 Est. Cost $10.18 Unrealized
TE Connectivity Ltd 0.0%
Value ($000) $46 Shares 483 Est. Cost $99.69 Unrealized
BTI British Amern Tob Plc ADR 0.0%
Value ($000) $45 Shares 1,052 Est. Cost $60.13 Unrealized
Kirlkland Lake Gold Ltd 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $21.00 Unrealized
IEP Icahn Enterprises LP 0.0%
Value ($000) $43 Shares 702 Est. Cost $71.91 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $42 Shares 700 Est. Cost $36.94 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $42 Shares 821 Est. Cost $39.09 Unrealized 0.0%
Total SA ADR 0.0%
Value ($000) $41 Shares 741 Est. Cost $45.84 Unrealized
AXP American Express Co 0.0%
Value ($000) $41 Shares 332 Est. Cost $103.28 Unrealized +6.6%
GOOG Alphabet Inc Cap Class C 0.0%
Value ($000) $40 Shares 30 Est. Cost $57.10 Unrealized +12.2%
Anglo American PLC ADR 0.0%
Value ($000) $39 Shares 2,700 Est. Cost $10.37 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $38 Shares 378 Est. Cost $54.22 Unrealized +70.3%
Jacobs Engineering Group Inc 0.0%
Value ($000) $37 Shares 408 Est. Cost $60.06 Unrealized
USRT IShares Core US REIT ETF 0.0%
Value ($000) $36 Shares 662 Est. Cost $53.03 Unrealized
Glaxosmithkline PLC ADR 0.0%
Value ($000) $35 Shares 750 Est. Cost $40.91 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value ($000) $35 Shares 151 Est. Cost $122.25 Unrealized +53.4%
CSW CSW Industrials Inc 0.0%
Value ($000) $35 Shares 460 Est. Cost $33.91 Unrealized +105.5%
DEO Diageo PLC ADR 0.0%
Value ($000) $34 Shares 200 Est. Cost $113.13 Unrealized
SNA Snap-On Inc. 0.0%
Value ($000) $34 Shares 200 Est. Cost $90.29 Unrealized +53.7%
XLV Sector Spdr Healthcare 0.0%
Value ($000) $33 Shares 325 Est. Cost $81.96 Unrealized
TIP Ishares TIPS Bond ETF 0.0%
Value ($000) $33 Shares 285 Est. Cost $113.16 Unrealized
ED Consolidated Edison Inc. 0.0%
Value ($000) $33 Shares 370 Est. Cost $40.30 Unrealized +78.1%
BSX Boston Scientific Corp 0.0%
Value ($000) $33 Shares 722 Est. Cost $41.84 Unrealized 0.0%
XYLD Global X S&P 500 Covered Call ETF 0.0%
Value ($000) $33 Shares 658 Est. Cost $48.95 Unrealized
STT State Street Corp 0.0%
Value ($000) $32 Shares 400 Est. Cost $54.12 Unrealized +6.5%
GILD Gilead Sciences Inc 0.0%
Value ($000) $32 Shares 500 Est. Cost $53.92 Unrealized -4.9%
SCHH Schwab Strategic Tr US Reit ETF 0.0%
Value ($000) $32 Shares 705 Est. Cost $45.39 Unrealized
LOW Lowes Companies Inc 0.0%
Value ($000) $32 Shares 265 Est. Cost $95.00 Unrealized +7.8%
CF CF Inds Hldgs. 0.0%
Value ($000) $32 Shares 675 Est. Cost $39.33 Unrealized +2.4%
NOC Northrop Grumman Corp 0.0%
Value ($000) $31 Shares 90 Est. Cost $317.67 Unrealized 0.0%
SJM Smucker J M Co 0.0%
Value ($000) $31 Shares 300 Est. Cost $74.83 Unrealized +15.8%
SPG Simon Property Group Inc 0.0%
Value ($000) $30 Shares 202 Est. Cost $104.31 Unrealized +2.1%
Hanesbrands Inc. 0.0%
Value ($000) $30 Shares 2,000 Est. Cost $20.55 Unrealized
HSY Hershey Co. 0.0%
Value ($000) $29 Shares 200 Est. Cost $71.56 Unrealized +79.5%
Thomson Reuters Corp 0.0%
Value ($000) $29 Shares 408 Est. Cost $49.02 Unrealized
ACN Accenture PLC 0.0%
Value ($000) $29 Shares 140 Est. Cost $178.42 Unrealized 0.0%
DAL Delta Air Lines Inc 0.0%
Value ($000) $29 Shares 500 Est. Cost $46.79 Unrealized +15.6%
AVB Avalonbay Communities Inc 0.0%
Value ($000) $29 Shares 140 Est. Cost $130.70 Unrealized +32.0%
PSX Phillips 66 0.0%
Value ($000) $28 Shares 250 Est. Cost $51.86 Unrealized +68.4%
TROW T Rowe Price Group Inc 0.0%
Value ($000) $28 Shares 232 Est. Cost $62.17 Unrealized +47.2%
WTFC Wintrust Financial Corp 0.0%
Value ($000) $28 Shares 400 Est. Cost $82.50 Unrealized -19.2%
VEU Vanguard FTSE All-World ETF 0.0%
Value ($000) $28 Shares 527 Est. Cost $49.34 Unrealized
V Visa Inc 0.0%
Value ($000) $27 Shares 145 Est. Cost $172.55 Unrealized 0.0%
TRV Travelers Cos Inc 0.0%
Value ($000) $27 Shares 200 Est. Cost $110.86 Unrealized +7.6%
TOTL Spdr Doubleline Tr Tact ETF 0.0%
Value ($000) $27 Shares 552 Est. Cost $48.91 Unrealized
NXPI NPX Semiconductors NV 0.0%
Value ($000) $27 Shares 212 Est. Cost $97.57 Unrealized +7.3%
Store Capital Corp 0.0%
Value ($000) $27 Shares 729 Est. Cost $24.61 Unrealized
CRM Salesforce Com Inc. 0.0%
Value ($000) $27 Shares 166 Est. Cost $145.00 Unrealized +6.8%
Columbia Property Trust Inc 0.0%
Value ($000) $26 Shares 1,250 Est. Cost $22.40 Unrealized
Wells Fargo Co Pfd Non-Cumlative Class A 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
CI Cigna Corp 0.0%
Value ($000) $25 Shares 120 Est. Cost $167.01 Unrealized +0.4%
CAPL CrossAmerica Partners LC 0.0%
Value ($000) $25 Shares 1,374 Est. Cost $18.20 Unrealized
ET Energy Transfer LP 0.0%
Value ($000) $25 Shares 1,920 Est. Cost $13.02 Unrealized
JP Morgan Chase 6.15 0.0%
Value ($000) $24 Shares 940 Est. Cost $26.60 Unrealized
ICF Ishares Tr Cohen & Steers Realty Majors 0.0%
Value ($000) $24 Shares 206 Est. Cost $97.09 Unrealized
IYH Ishares DJ US Healthcare 0.0%
Value ($000) $24 Shares 109 Est. Cost $192.66 Unrealized
Nuveen Build America Bond Fund 0.0%
Value ($000) $24 Shares 1,093 Est. Cost $22.87 Unrealized
ATO Atmos Energy Corp 0.0%
Value ($000) $24 Shares 213 Est. Cost $31.05 Unrealized +203.5%
INDY Ishares India 50 ETF 0.0%
Value ($000) $23 Shares 600 Est. Cost $27.11 Unrealized
IShares Gold Trust 0.0%
Value ($000) $22 Shares 1,550 Est. Cost $11.61 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $22 Shares 600 Est. Cost $11.39 Unrealized +34.4%
CEF Sprott Physical Gold & Silver Trust 0.0%
Value ($000) $22 Shares 1,500 Est. Cost $13.33 Unrealized
VEA Vanguard FTSE Deloped ETF 0.0%
Value ($000) $22 Shares 509 Est. Cost $40.88 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $21 Shares 100 Est. Cost $56.92 Unrealized +241.2%
KHC Kraft Heinz Co 0.0%
Value ($000) $21 Shares 657 Est. Cost $47.08 Unrealized -51.9%
AGG Ishares Core Total US Bond 0.0%
Value ($000) $21 Shares 190 Est. Cost $111.13 Unrealized
WDC Western Digital Corp 0.0%
Value ($000) $20 Shares 309 Est. Cost $58.47 Unrealized -30.4%
Cohen & Steers Infrastructure Fund 0.0%
Value ($000) $20 Shares 755 Est. Cost $21.79 Unrealized
IWV Ishares Russell 3000 Index 0.0%
Value ($000) $19 Shares 100 Est. Cost $167.16 Unrealized
WMB Williams Co Inc. 0.0%
Value ($000) $19 Shares 807 Est. Cost $18.51 Unrealized -12.1%
CLX Clorox Co 0.0%
Value ($000) $18 Shares 119 Est. Cost $60.00 Unrealized +107.6%
SPAB Spdr Portfolio Ggregate Bond ETF 0.0%
Value ($000) $18 Shares 629 Est. Cost $29.23 Unrealized
Laboratory Corp of America Holdings 0.0%
Value ($000) $17 Shares 100 Est. Cost $100.00 Unrealized
GII Spdr S&P Global Infrastructure 0.0%
Value ($000) $17 Shares 310 Est. Cost $53.52 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $16 Shares 150 Est. Cost $48.01 Unrealized +76.1%
ORLY O Reilly Automotive Inc 0.0%
Value ($000) $16 Shares 37 Est. Cost $28.61 Unrealized 0.0%
VET Vermilion Energy Inc 0.0%
Value ($000) $16 Shares 971 Est. Cost $24.50 Unrealized -38.5%
VRTX Vertex Pharmaceutials Inc. 0.0%
Value ($000) $16 Shares 73 Est. Cost $202.38 Unrealized 0.0%
WCN Waste Connections Inc. 0.0%
Value ($000) $16 Shares 173 Est. Cost $87.05 Unrealized 0.0%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $15 Shares 86 Est. Cost $137.77 Unrealized
CAG Conagra Brands Inc 0.0%
Value ($000) $15 Shares 450 Est. Cost $17.69 Unrealized +27.1%
IJJ Ishares S & P Midcap 400/Value 0.0%
Value ($000) $15 Shares 88 Est. Cost $125.00 Unrealized
SLV Ishares Silver Tr 0.0%
Value ($000) $15 Shares 886 Est. Cost $15.80 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $34.58 Unrealized
EBND Spdr Blmbrg Barclay Emerg Mkt Local Bnd ETF 0.0%
Value ($000) $14 Shares 512 Est. Cost $27.33 Unrealized
EA Electronic Arts 0.0%
Value ($000) $14 Shares 132 Est. Cost $96.52 Unrealized 0.0%
NI Nisource Inc. 0.0%
Value ($000) $13 Shares 449 Est. Cost $22.34 Unrealized 0.0%
PBI Pitney Bowes Inc. 0.0%
Value ($000) $13 Shares 3,342 Est. Cost $8.08 Unrealized -43.2%
Nordstrom Inc 0.0%
Value ($000) $12 Shares 300 Est. Cost $60.00 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $12 Shares 106 Est. Cost $105.92 Unrealized 0.0%
Pioneer Natural Resources Co 0.0%
Value ($000) $12 Shares 81 Est. Cost $148.15 Unrealized
SNN Smith & Nephew PLC 0.0%
Value ($000) $12 Shares 250 Est. Cost $45.60 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $12 Shares 413 Est. Cost $25.02 Unrealized -2.1%
DD Dupont De Nemours Inc 0.0%
Value ($000) $12 Shares 180 Est. Cost $27.24 Unrealized -10.0%
ARLP Alliance Resource Partners LP 0.0%
Value ($000) $12 Shares 1,065 Est. Cost $22.54 Unrealized
Heritage Crystal Clean Inc. 0.0%
Value ($000) $11 Shares 347 Est. Cost $14.41 Unrealized
PNNT Pennantpark Investment Corp 0.0%
Value ($000) $11 Shares 1,702 Est. Cost $2.37 Unrealized +21.4%
XLI Industrial Select Sector Spdr 0.0%
Value ($000) $11 Shares 140 Est. Cost $64.24 Unrealized
TCEHY Tencent Hldgs Ltd-UNS ADR 0.0%
Value ($000) $10 Shares 207 Est. Cost $51.13 Unrealized
AZN Astrazeneca PLC Sponsored ADR UK 0.0%
Value ($000) $10 Shares 200 Est. Cost $30.06 Unrealized
Nuveen Credit Stategies Income Fd 0.0%
Value ($000) $9 Shares 1,200 Est. Cost $7.50 Unrealized
ADI Analog Devices, Inc. 0.0%
Value ($000) $9 Shares 74 Est. Cost $88.44 Unrealized +14.0%
XLF Financial Select Sector SPDR 0.0%
Value ($000) $9 Shares 299 Est. Cost $23.76 Unrealized
GERN Geron Corp 0.0%
Value ($000) $8 Shares 6,220 Est. Cost $3.82 Unrealized -62.1%
OHI Omega Healthare Investors 0.0%
Value ($000) $8 Shares 200 Est. Cost $30.30 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $7 Shares 108 Est. Cost $12.22 Unrealized +333.9%
VYX NCR Corp Common Stock 0.0%
Value ($000) $7 Shares 200 Est. Cost $19.46 Unrealized 0.0%
HUYA Huya Inc ADR 0.0%
Value ($000) $7 Shares 400 Est. Cost $25.00 Unrealized
UHS Universal Health Services Inc CL B 0.0%
Value ($000) $7 Shares 49 Est. Cost $105.46 Unrealized +31.3%
WSM Williams Sonoma Inc 0.0%
Value ($000) $6 Shares 82 Est. Cost $19.19 Unrealized +60.0%
AMC Entertainment Holdings Inc-CL A 0.0%
Value ($000) $6 Shares 800 Est. Cost $22.50 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $6 Shares 300 Est. Cost $10.00 Unrealized
OTEX Open Text Corp 0.0%
Value ($000) $6 Shares 135 Est. Cost $26.55 Unrealized +35.0%
IBB Ishares Nasdaq Biotech ETF 0.0%
Value ($000) $6 Shares 51 Est. Cost $169.40 Unrealized
ZD J2 Global Inc 0.0%
Value ($000) $6 Shares 65 Est. Cost $67.70 Unrealized +22.1%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $6 Shares 120 Est. Cost $26.68 Unrealized +66.6%
FIS Fidelity Natl Information Svcs 0.0%
Value ($000) $6 Shares 42 Est. Cost $118.59 Unrealized 0.0%
MTW Manitowoc Inc. 0.0%
Value ($000) $5 Shares 300 Est. Cost $34.31 Unrealized -57.5%
ILMN Illumina Inc 0.0%
Value ($000) $5 Shares 16 Est. Cost $205.77 Unrealized +47.3%
EWJ Ishares MSCI Japan ETF 0.0%
Value ($000) $5 Shares 83 Est. Cost $54.54 Unrealized
IYM I Shares U.S. Basic Materials EFT 0.0%
Value ($000) $5 Shares 50 Est. Cost $60.00 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $5 Shares 17 Est. Cost $152.63 Unrealized +48.4%
REZI Resideo Technologies Inc 0.0%
Value ($000) $5 Shares 451 Est. Cost $21.34 Unrealized -46.7%
CCL Carnival Corp Com Paired 0.0%
Value ($000) $5 Shares 100 Est. Cost $45.03 Unrealized -2.6%
MHGVY Mowi ASA Sponsored ADR 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.00 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $4 Shares 52 Est. Cost $48.37 Unrealized +19.4%
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $4 Shares 101 Est. Cost $57.14 Unrealized -37.0%
VOD Vodafone Group PLC 0.0%
Value ($000) $4 Shares 195 Est. Cost $22.46 Unrealized
DELL Dell Technologies Inc 0.0%
Value ($000) $3 Shares 51 Est. Cost $28.60 Unrealized -16.6%
FQVLF First Quantum Minerals Ltd. 0.0%
Value ($000) $3 Shares 250 Est. Cost $15.00 Unrealized -40.9%
COP Conocophillips Com 0.0%
Value ($000) $3 Shares 50 Est. Cost $44.32 Unrealized +6.4%
CGNX Cognex Corp 0.0%
Value ($000) $3 Shares 56 Est. Cost $46.71 Unrealized +4.1%
Biotricity Inc 0.0%
Value ($000) $3 Shares 5,000 Est. Cost $3.60 Unrealized
Century Link Inc 0.0%
Value ($000) $2 Shares 137 Est. Cost $14.60 Unrealized
Bristol Myers Squibb Co Cont Value Rights 0.0%
Value ($000) $1 Shares 492 Est. Cost $2.03 Unrealized
MGTI MGT Capital Investments Inc. 0.0%
Value ($000) $1 Shares 37,974 Est. Cost $2.22 Unrealized -99.1%
Seadrill Ltd 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
Frontier Communications Corp New 0.0%
Value ($000) $0 Shares 78 Est. Cost Unrealized
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
OMEX Odyssey Marine Exploration Inc 0.0%
Value ($000) $0 Shares 84 Est. Cost $3.63 Unrealized +0.2%
Quantum Fuel Sys Tech Worldwde 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized