Formidable Asset Management, LLC Diversified Active

CIK: 0001592613 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 12, 2017

Total Value ($000): $229,357 (100.0% shares, 0.0% debt)

Holdings (211)

PG PROCTER AND GAMBLE COMPANY 13.8%
Value ($000) $31,547 Shares 364,490 Est. Cost $60.81 Unrealized +15.2%
CHE CHEMED CORPORATION NEW 8.1%
Value ($000) $18,559 Shares 90,834 Est. Cost $135.32 Unrealized +24.9%
AAPL APPLE INCORPORATED 5.9%
Value ($000) $13,438 Shares 87,947 Est. Cost $19.12 Unrealized +59.2%
GENERAL ELECTRIC COMPANY 3.1%
Value ($000) $7,092 Shares 243,954 Est. Cost $26.01 Unrealized
META FACEBOOK INCORPORATED CLASS A 3.1%
Value ($000) $7,080 Shares 46,899 Est. Cost $79.48 Unrealized +67.0%
EATON VANCE TAX ADVT DIV INCM 3.0%
Value ($000) $6,770 Shares 309,283 Est. Cost $3.55 Unrealized
EATON VANCE TAX MNGD GBL DV EQ 2.6%
Value ($000) $5,992 Shares 671,571 Est. Cost $9.58 Unrealized
BANK AMER CORPORATION 2.5%
Value ($000) $5,837 Shares 243,627 Est. Cost $23.96 Unrealized
ADME ETF SER SOLUTIONS APTUS BEHAVIORAL MOMENTUM ETF 2.2%
Value ($000) $5,057 Shares 189,601 Est. Cost $25.98 Unrealized
SYBT STOCK YDS BANCORP INCORPORATED 2.0%
Value ($000) $4,567 Shares 113,757 Est. Cost $27.64 Unrealized +59.7%
XOM EXXON MOBIL CORPORATION 1.7%
Value ($000) $3,978 Shares 47,995 Est. Cost $54.42 Unrealized +3.1%
MSFT MICROSOFT CORPORATION 1.5%
Value ($000) $3,429 Shares 49,735 Est. Cost $34.93 Unrealized +65.6%
LVS LAS VEGAS SANDS CORPORATION 1.3%
Value ($000) $2,873 Shares 50,227 Est. Cost $40.85 Unrealized +8.5%
INTC INTEL CORPORATION 0.9%
Value ($000) $2,028 Shares 55,508 Est. Cost $22.10 Unrealized +34.3%
SPY SPDR S&P 500 ETF TRUST 0.8%
Value ($000) $1,918 Shares 8,004 Est. Cost $204.83 Unrealized
PEP PEPSICO INCORPORATED 0.8%
Value ($000) $1,869 Shares 16,510 Est. Cost $61.61 Unrealized +33.0%
CVX CHEVRON CORPORATION NEW 0.8%
Value ($000) $1,866 Shares 17,488 Est. Cost $71.04 Unrealized +8.0%
CHICAGO BRIDGE & IRON COMPANY N V 0.8%
Value ($000) $1,731 Shares 59,334 Est. Cost $38.77 Unrealized
GD GENERAL DYNAMICS CORPORATION 0.7%
Value ($000) $1,644 Shares 8,373 Est. Cost $94.94 Unrealized +60.2%
MRK MERCK & COMPANY INCORPORATED 0.7%
Value ($000) $1,600 Shares 25,002 Est. Cost $34.74 Unrealized +32.6%
USB US BANCORP DEL COM NEW 0.7%
Value ($000) $1,551 Shares 29,821 Est. Cost $24.46 Unrealized +55.7%
OASIS PETE INCORPORATED NEW 0.7%
Value ($000) $1,540 Shares 126,290 Est. Cost $16.70 Unrealized
PFE PFIZER INCORPORATED 0.7%
Value ($000) $1,532 Shares 45,806 Est. Cost $17.46 Unrealized +22.6%
NKE NIKE INCORPORATED CLASS B 0.7%
Value ($000) $1,504 Shares 27,706 Est. Cost $48.95 Unrealized +0.6%
NUVEEN DOW 30 DYN OVERWRITE SHS 0.6%
Value ($000) $1,463 Shares 90,819 Est. Cost $15.42 Unrealized
THE FORMIDABLE FUND LIMITED PARTNERSHIP 0.6%
Value ($000) $1,452 Shares 1,452,133 Est. Cost $1.00 Unrealized
DOW CHEMICAL COMPANY 0.6%
Value ($000) $1,446 Shares 23,185 Est. Cost $44.69 Unrealized
HD HOME DEPOT INCORPORATED 0.6%
Value ($000) $1,436 Shares 9,151 Est. Cost $60.12 Unrealized +90.2%
CHD CHURCH & DWIGHT INCORPORATED 0.6%
Value ($000) $1,423 Shares 28,109 Est. Cost $43.07 Unrealized -1.0%
GIS GENERAL MLS INCORPORATED 0.6%
Value ($000) $1,400 Shares 24,385 Est. Cost $35.76 Unrealized +24.8%
ADCARE HEALTH SYSTEMS INCORPORATED COM NEW 0.6%
Value ($000) $1,360 Shares 1,446,472 Est. Cost $3.79 Unrealized
FITB FIFTH THIRD BANCORP 0.6%
Value ($000) $1,358 Shares 54,431 Est. Cost $13.35 Unrealized +44.8%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.5%
Value ($000) $1,230 Shares 7,452 Est. Cost $116.72 Unrealized +43.3%
ARCC ARES CAP CORPORATION 0.5%
Value ($000) $1,227 Shares 73,989 Est. Cost $7.44 Unrealized 0.0%
TSCO TRACTOR SUPPLY COMPANY 0.5%
Value ($000) $1,177 Shares 19,088 Est. Cost $12.34 Unrealized +2.7%
WHOLE FOODS MKT INCORPORATED 0.5%
Value ($000) $1,160 Shares 32,358 Est. Cost $32.10 Unrealized
CVS CVS HEALTH CORPORATION 0.5%
Value ($000) $1,152 Shares 14,216 Est. Cost $66.65 Unrealized -9.1%
SLB SCHLUMBERGER LIMITED 0.5%
Value ($000) $1,117 Shares 15,466 Est. Cost $58.24 Unrealized +8.8%
SYY SYSCO CORPORATION 0.5%
Value ($000) $1,044 Shares 19,018 Est. Cost $24.61 Unrealized +70.9%
SANDERSON FARMS INCORPORATED 0.4%
Value ($000) $1,029 Shares 9,039 Est. Cost $90.02 Unrealized
HON HONEYWELL INTERNATIONAL INCORPORATED 0.4%
Value ($000) $1,018 Shares 7,766 Est. Cost $65.69 Unrealized +39.9%
KNIGHT TRANSN INCORPORATED 0.4%
Value ($000) $1,009 Shares 30,207 Est. Cost $28.26 Unrealized
MMM 3M COMPANY 0.4%
Value ($000) $1,005 Shares 5,061 Est. Cost $79.14 Unrealized +43.6%
MSM MSC INDL DIRECT INCORPORATED CLASS A 0.4%
Value ($000) $983 Shares 11,038 Est. Cost $75.57 Unrealized +34.1%
CUBIC CORPORATION 0.4%
Value ($000) $953 Shares 18,163 Est. Cost $41.76 Unrealized
GWW GRAINGER W W INCORPORATED 0.4%
Value ($000) $942 Shares 4,983 Est. Cost $186.26 Unrealized +15.7%
SPYD SPDR SERIES TRUST S&P 500 HIGH DIVID ETF 0.4%
Value ($000) $941 Shares 26,900 Est. Cost $34.98 Unrealized
WTW WILLIS TOWERS WATSON PUB LIMITED SHS 0.4%
Value ($000) $940 Shares 6,514 Est. Cost $108.24 Unrealized +3.7%
FOOT LOCKER INCORPORATED 0.4%
Value ($000) $927 Shares 12,110 Est. Cost $61.46 Unrealized
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.4%
Value ($000) $920 Shares 985 Est. Cost $35.61 Unrealized +14.3%
TECH BIO TECHNE CORPORATION 0.4%
Value ($000) $912 Shares 8,274 Est. Cost $24.35 Unrealized +0.8%
JKHY HENRY JACK & ASSOC INCORPORATED 0.4%
Value ($000) $911 Shares 9,382 Est. Cost $75.56 Unrealized +9.8%
QLYS QUALYS INCORPORATED 0.4%
Value ($000) $891 Shares 22,125 Est. Cost $39.42 Unrealized -10.9%
RBCAA REPUBLIC BANCORP KY CLASS A 0.4%
Value ($000) $885 Shares 24,585 Est. Cost $26.72 Unrealized +33.7%
ROST ROSS STORES INCORPORATED 0.4%
Value ($000) $873 Shares 13,507 Est. Cost $51.85 Unrealized +18.0%
DCI DONALDSON INCORPORATED 0.4%
Value ($000) $870 Shares 18,554 Est. Cost $30.16 Unrealized +24.6%
ATR APTARGROUP INCORPORATED 0.4%
Value ($000) $865 Shares 10,483 Est. Cost $67.78 Unrealized -2.1%
GPC GENUINE PARTS COMPANY 0.4%
Value ($000) $861 Shares 9,300 Est. Cost $67.80 Unrealized +9.5%
EFA ISHARES TR MSCI EAFE ETF 0.4%
Value ($000) $846 Shares 12,998 Est. Cost $60.32 Unrealized
HRB BLOCK H & R INCORPORATED 0.4%
Value ($000) $844 Shares 33,405 Est. Cost $19.64 Unrealized -19.2%
MO ALTRIA GROUP INCORPORATED 0.4%
Value ($000) $815 Shares 11,525 Est. Cost $18.71 Unrealized +106.1%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $813 Shares 6,595 Est. Cost $73.15 Unrealized +27.7%
F FORD MTR COMPANY DEL COM PAR $0.01 0.4%
Value ($000) $810 Shares 72,764 Est. Cost $8.34 Unrealized -6.7%
IBM INTERNATIONAL BUSINESS MACHINES 0.4%
Value ($000) $810 Shares 5,290 Est. Cost $112.54 Unrealized +1.6%
FDS FACTSET RESH SYSTEMS INCORPORATED 0.4%
Value ($000) $805 Shares 4,992 Est. Cost $142.79 Unrealized +11.8%
POWERSHARES QQQ TRUST UNIT SERIES 1 0.3%
Value ($000) $799 Shares 5,800 Est. Cost $114.73 Unrealized
UNITED TECHNOLOGIES CORPORATION 0.3%
Value ($000) $797 Shares 6,584 Est. Cost $105.11 Unrealized
VFC V F CORPORATION 0.3%
Value ($000) $797 Shares 14,505 Est. Cost $56.38 Unrealized -12.5%
WSM WILLIAMS SONOMA INCORPORATED 0.3%
Value ($000) $780 Shares 14,712 Est. Cost $21.49 Unrealized -7.9%
EMR EMERSON ELEC COMPANY 0.3%
Value ($000) $757 Shares 12,913 Est. Cost $46.28 Unrealized +3.6%
AMGN AMGEN INCORPORATED 0.3%
Value ($000) $747 Shares 4,583 Est. Cost $116.50 Unrealized +9.2%
PYPL PAYPAL HLDGS INCORPORATED 0.3%
Value ($000) $747 Shares 15,191 Est. Cost $35.85 Unrealized +16.4%
DIS DISNEY WALT COMPANY COM DISNEY 0.3%
Value ($000) $740 Shares 6,642 Est. Cost $56.94 Unrealized +80.9%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.3%
Value ($000) $737 Shares 6,545 Est. Cost $48.61 Unrealized +34.9%
BMY BRISTOL MYERS SQUIBB COMPANY 0.3%
Value ($000) $726 Shares 13,215 Est. Cost $40.01 Unrealized -0.2%
ENB ENBRIDGE INCORPORATED 0.3%
Value ($000) $723 Shares 17,380 Est. Cost $24.73 Unrealized 0.0%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.3%
Value ($000) $719 Shares 3,423 Est. Cost $210.05 Unrealized
WHITING PETE CORPORATION NEW 0.3%
Value ($000) $718 Shares 82,291 Est. Cost $21.43 Unrealized
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.3%
Value ($000) $717 Shares 75,995 Est. Cost $6.06 Unrealized
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.3%
Value ($000) $710 Shares 741 Est. Cost $36.74 Unrealized +13.6%
HRL HORMEL FOODS CORPORATION 0.3%
Value ($000) $703 Shares 20,397 Est. Cost $29.35 Unrealized -2.9%
MA MASTERCARD INCORPORATED CLASS A 0.3%
Value ($000) $699 Shares 5,993 Est. Cost $67.91 Unrealized +53.5%
EATON VANCE TX ADV GLBL DIV FD 0.3%
Value ($000) $697 Shares 41,200 Est. Cost $15.63 Unrealized
WFC WELLS FARGO COMPANY NEW 0.3%
Value ($000) $696 Shares 12,652 Est. Cost $30.46 Unrealized +45.6%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $664 Shares 14,577 Est. Cost $31.33 Unrealized +16.5%
NFLX NETFLIX INCORPORATED 0.3%
Value ($000) $660 Shares 4,325 Est. Cost $10.14 Unrealized +38.3%
PSA PUBLIC STORAGE REIT 0.3%
Value ($000) $647 Shares 3,105 Est. Cost $170.32 Unrealized -9.4%
PNC PNC FINL SVCS GROUP INCORPORATED 0.3%
Value ($000) $643 Shares 5,199 Est. Cost $52.78 Unrealized +73.0%
T AT&T INCORPORATED 0.3%
Value ($000) $642 Shares 16,641 Est. Cost $13.25 Unrealized +26.3%
LOW LOWES COMPANIES INCORPORATED 0.3%
Value ($000) $624 Shares 7,261 Est. Cost $36.43 Unrealized +78.5%
ABT ABBOTT LABS 0.3%
Value ($000) $624 Shares 13,962 Est. Cost $28.49 Unrealized +29.6%
WY WEYERHAEUSER COMPANY REIT 0.3%
Value ($000) $610 Shares 18,300 Est. Cost $21.68 Unrealized +6.2%
KO COCA COLA COMPANY 0.3%
Value ($000) $607 Shares 13,834 Est. Cost $29.28 Unrealized +7.7%
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.3%
Value ($000) $591 Shares 7,129 Est. Cost $46.70 Unrealized +18.4%
BA BOEING COMPANY 0.3%
Value ($000) $583 Shares 3,132 Est. Cost $100.70 Unrealized +57.6%
CINF CINCINNATI FINL CORPORATION 0.3%
Value ($000) $575 Shares 8,227 Est. Cost $34.28 Unrealized +66.4%
MARATHON OIL CORPORATION 0.2%
Value ($000) $562 Shares 37,680 Est. Cost $13.89 Unrealized
GNW GENWORTH FINL INCORPORATED COM CLASS A 0.2%
Value ($000) $561 Shares 147,551 Est. Cost $4.37 Unrealized -11.9%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.2%
Value ($000) $558 Shares 11,975 Est. Cost $28.82 Unrealized +9.1%
KANSAS CITY SOUTHERN COM NEW 0.2%
Value ($000) $544 Shares 5,915 Est. Cost $111.03 Unrealized
QCOM QUALCOMM INCORPORATED 0.2%
Value ($000) $543 Shares 9,933 Est. Cost $46.88 Unrealized -2.9%
GROUPON INCORPORATED 0.2%
Value ($000) $531 Shares 147,240 Est. Cost $8.60 Unrealized
FV FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF 0.2%
Value ($000) $528 Shares 21,496 Est. Cost $22.15 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.2%
Value ($000) $525 Shares 6,740 Est. Cost $91.62 Unrealized
PRU PRUDENTIAL FINL INCORPORATED 0.2%
Value ($000) $506 Shares 4,673 Est. Cost $47.65 Unrealized +50.6%
BOND PIMCO TOTAL RETURN ACTIVE ETF 0.2%
Value ($000) $504 Shares 4,795 Est. Cost $106.29 Unrealized
BLACKROCK INCORPORATED 0.2%
Value ($000) $502 Shares 1,314 Est. Cost $340.37 Unrealized
EATON VANCE TX MGD DIV EQ INCM 0.2%
Value ($000) $502 Shares 44,660 Est. Cost $10.36 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $499 Shares 3,635 Est. Cost $107.25 Unrealized +7.1%
HSY HERSHEY COMPANY 0.2%
Value ($000) $491 Shares 4,588 Est. Cost $70.70 Unrealized +22.8%
FDL FIRST TRUST MORNINGSTAR DIVID LEADERS INDEX FUND 0.2%
Value ($000) $489 Shares 17,175 Est. Cost $21.57 Unrealized
PRGO PERRIGO COMPANY PLC SHS 0.2%
Value ($000) $482 Shares 6,593 Est. Cost $96.63 Unrealized -21.3%
TJX TJX COMPANIES INCORPORATED NEW 0.2%
Value ($000) $481 Shares 6,125 Est. Cost $22.53 Unrealized +51.0%
LABORATORY CORPORATION AMER HLDGS COM NEW 0.2%
Value ($000) $467 Shares 3,285 Est. Cost $116.38 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.2%
Value ($000) $440 Shares 3,666 Est. Cost $107.86 Unrealized
BP BP PLC SPONSORED ADR 0.2%
Value ($000) $440 Shares 12,414 Est. Cost $31.38 Unrealized
EMN EASTMAN CHEMICAL COMPANY 0.2%
Value ($000) $438 Shares 5,522 Est. Cost $54.74 Unrealized +6.8%
FIRST TR MLP & ENERGY INCOME 0.2%
Value ($000) $419 Shares 26,175 Est. Cost $17.13 Unrealized
FIRSTATLANTIC FINL HLDGS INCORPORATED 0.2%
Value ($000) $413 Shares 32,407 Est. Cost $11.05 Unrealized
EATON VANCE RISK MNGD DIV EQTY 0.2%
Value ($000) $410 Shares 44,176 Est. Cost $10.89 Unrealized
FEZ SPDR INDEX SHS FUNDS DJ EURO STOXX 50 ETF 0.2%
Value ($000) $391 Shares 10,360 Est. Cost $32.74 Unrealized
BAX BAXTER INTERNATIONAL INCORPORATED 0.2%
Value ($000) $387 Shares 6,939 Est. Cost $31.42 Unrealized +34.9%
SCRIPPS NETWORKS INTERACT INCORPORATED CLASS A COM 0.2%
Value ($000) $381 Shares 5,360 Est. Cost $77.97 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $366 Shares 3,425 Est. Cost $76.21 Unrealized +17.9%
CSCO CISCO SYSTEMS INCORPORATED 0.2%
Value ($000) $363 Shares 10,574 Est. Cost $18.61 Unrealized +32.8%
AB ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 0.2%
Value ($000) $360 Shares 17,243 Est. Cost $24.07 Unrealized
TSLA TESLA INCORPORATED 0.2%
Value ($000) $358 Shares 1,166 Est. Cost $16.92 Unrealized 0.0%
XLF SECTOR SPDR TR SBI INT-FINL 0.2%
Value ($000) $349 Shares 14,668 Est. Cost $23.30 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.2%
Value ($000) $349 Shares 2,525 Est. Cost $110.26 Unrealized
EATON VANCE ENH EQTY INCORPORATED FD II 0.1%
Value ($000) $344 Shares 23,950 Est. Cost $11.88 Unrealized
FDX FEDEX CORPORATION 0.1%
Value ($000) $343 Shares 1,795 Est. Cost $92.99 Unrealized +77.6%
JPM JPMORGAN CHASE & COMPANY 0.1%
Value ($000) $339 Shares 3,897 Est. Cost $41.16 Unrealized +69.3%
SCCO SOUTHERN COPPER CORPORATION 0.1%
Value ($000) $332 Shares 9,862 Est. Cost $17.87 Unrealized +36.4%
FNMA FEDERAL NATIONAL MORTGAGE ASSOCIATION 0.1%
Value ($000) $331 Shares 122,100 Est. Cost $2.41 Unrealized +44.1%
VNQ VANGUARD REIT ETF 0.1%
Value ($000) $330 Shares 4,030 Est. Cost $81.89 Unrealized
KMB KIMBERLY CLARK CORPORATION 0.1%
Value ($000) $322 Shares 2,513 Est. Cost $61.69 Unrealized +50.1%
FVD FIRST TR VALUE LINE DIVID INDX SHS 0.1%
Value ($000) $317 Shares 10,900 Est. Cost $20.07 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $315 Shares 4,058 Est. Cost $77.62 Unrealized
SHAK SHAKE SHACK INCORPORATED CLASS A 0.1%
Value ($000) $315 Shares 8,960 Est. Cost $36.42 Unrealized -5.1%
BDX BECTON DICKINSON & COMPANY 0.1%
Value ($000) $307 Shares 1,680 Est. Cost $91.02 Unrealized +67.7%
VV VANGUARD LARGE CAP ETF 0.1%
Value ($000) $304 Shares 2,770 Est. Cost $90.97 Unrealized
VANTIV INCORPORATED CLASS A 0.1%
Value ($000) $303 Shares 4,706 Est. Cost $64.39 Unrealized
KRE SPDR SERIES TRUST S&P REGL BKG ETF 0.1%
Value ($000) $302 Shares 5,500 Est. Cost $54.91 Unrealized
KBE SPDR SERIES TRUST S&P BANK ETF 0.1%
Value ($000) $302 Shares 7,000 Est. Cost $43.14 Unrealized
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $298 Shares 3,331 Est. Cost $49.91 Unrealized +20.0%
NSC NORFOLK SOUTHERN CORPORATION 0.1%
Value ($000) $293 Shares 2,535 Est. Cost $61.87 Unrealized +58.0%
BAC OF AMERICA JAN 20 EXP 1/19/18 0.1%
Value ($000) $288 Shares 1,200 Est. Cost $23.96 Unrealized
ROK ROCKWELL AUTOMATION INCORPORATED 0.1%
Value ($000) $287 Shares 1,840 Est. Cost $86.25 Unrealized +46.9%
ALPS ETF TRUST ALERIAN MLP ETF 0.1%
Value ($000) $287 Shares 23,105 Est. Cost $12.42 Unrealized
REYNOLDS AMERICAN INCORPORATED 0.1%
Value ($000) $286 Shares 4,413 Est. Cost $48.02 Unrealized
TGT TARGET CORPORATION 0.1%
Value ($000) $285 Shares 4,967 Est. Cost $47.99 Unrealized 0.0%
AMZN AMAZON COM INCORPORATED 0.1%
Value ($000) $282 Shares 297 Est. Cost $33.82 Unrealized +23.2%
TBT PROSHARES ULTRASHORT 20 YEAR TREASURY 0.1%
Value ($000) $279 Shares 7,187 Est. Cost $52.08 Unrealized
GILD GILEAD SCIENCES INCORPORATED 0.1%
Value ($000) $279 Shares 4,155 Est. Cost $70.71 Unrealized -28.3%
M MACYS INCORPORATED 0.1%
Value ($000) $275 Shares 9,600 Est. Cost $30.90 Unrealized 0.0%
ABBV ABBVIE INCORPORATED 0.1%
Value ($000) $259 Shares 3,916 Est. Cost $27.16 Unrealized +60.1%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.1%
Value ($000) $241 Shares 5,409 Est. Cost $24.10 Unrealized +48.9%
XAR SPDR SERIES TRUST S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $240 Shares 3,500 Est. Cost $68.57 Unrealized
OXY OCCIDENTAL PETE CORPORATION DEL 0.1%
Value ($000) $236 Shares 3,893 Est. Cost $65.84 Unrealized -20.9%
VT VANGUARD INTL EQUITY INDEX FUNDS TOTAL WORLD STK 0.1%
Value ($000) $234 Shares 3,500 Est. Cost $66.86 Unrealized
MCD MCDONALDS CORPORATION 0.1%
Value ($000) $229 Shares 1,588 Est. Cost $94.30 Unrealized +7.9%
CTAS CINTAS CORPORATION 0.1%
Value ($000) $229 Shares 1,891 Est. Cost $24.76 Unrealized +9.4%
ET ENERGY TRANSFER EQUITY L P COM UT LTD PTN 0.1%
Value ($000) $228 Shares 12,900 Est. Cost $14.10 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.1%
Value ($000) $228 Shares 1,945 Est. Cost $117.22 Unrealized
CLAYMORE ETF TRUST GUGGENHEIM RAYMOND JAMES 0.1%
Value ($000) $228 Shares 5,750 Est. Cost $32.54 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $225 Shares 3,712 Est. Cost $55.10 Unrealized
SF STIFEL FINL CORPORATION 0.1%
Value ($000) $225 Shares 4,662 Est. Cost $21.33 Unrealized +43.4%
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value ($000) $221 Shares 1,927 Est. Cost $114.69 Unrealized
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.1%
Value ($000) $220 Shares 3,715 Est. Cost $49.10 Unrealized +6.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $217 Shares 5,434 Est. Cost $39.93 Unrealized
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.1%
Value ($000) $216 Shares 16,520 Est. Cost $6.70 Unrealized +39.3%
NEE NEXTERA ENERGY INCORPORATED 0.1%
Value ($000) $216 Shares 1,603 Est. Cost $25.15 Unrealized 0.0%
COST COSTCO WHOLESALE CORPORATION NEW 0.1%
Value ($000) $215 Shares 1,246 Est. Cost $102.24 Unrealized +39.7%
WSSH WEST SHORE BK CORPORATION 0.1%
Value ($000) $213 Shares 8,320 Est. Cost $26.58 Unrealized -0.6%
INTU INTUIT 0.1%
Value ($000) $208 Shares 1,650 Est. Cost $112.43 Unrealized 0.0%
TEKLA HEALTHCARE OPPORTUNIT FD SHS 0.1%
Value ($000) $207 Shares 11,900 Est. Cost $17.39 Unrealized
SO SOUTHERN COMPANY 0.1%
Value ($000) $207 Shares 4,129 Est. Cost $34.16 Unrealized 0.0%
IEV ISHARES TR EUROPE ETF 0.1%
Value ($000) $204 Shares 4,600 Est. Cost $44.35 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $204 Shares 1,504 Est. Cost $135.64 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.1%
Value ($000) $195 Shares 810 Est. Cost $240.74 Unrealized
BIOSCRIP INCORPORATED 0.1%
Value ($000) $164 Shares 95,225 Est. Cost $3.96 Unrealized
FXN FIRST TRUST ETF II ENERGY ALPHADEX FUND 0.1%
Value ($000) $153 Shares 10,680 Est. Cost $22.57 Unrealized
NUVEEN PREFERRED INCOME OPPRTNY FD 0.1%
Value ($000) $148 Shares 14,500 Est. Cost $10.21 Unrealized
BLACKROCK MUN INCOME TR SH BEN INT 0.1%
Value ($000) $145 Shares 10,270 Est. Cost $13.03 Unrealized
OPK OPKO HEALTH INCORPORATED 0.1%
Value ($000) $144 Shares 19,838 Est. Cost $9.45 Unrealized -10.9%
BTE BAYTEX ENERGY CORPORATION 0.1%
Value ($000) $131 Shares 394,000 Est. Cost $3.78 Unrealized -1.7%
CYS INVTS INCORPORATED REIT 0.0%
Value ($000) $114 Shares 13,850 Est. Cost $8.23 Unrealized
TSLA TESLA INCORPORATED NOV 335 EXP 11/17/17 0.0%
Value ($000) $69 Shares 20 Est. Cost $16.92 Unrealized 0.0%
FRONTIER COMMUNICATIONS CORPORATION 0.0%
Value ($000) $61 Shares 40,023 Est. Cost $4.85 Unrealized
NFLX NETFLIX INCORPORATED JAN 170 EXP 1/18/19 0.0%
Value ($000) $39 Shares 20 Est. Cost $10.14 Unrealized +38.3%
HAIER ELECTRONICS GROUP INCORPORATED HKD SHS 0.0%
Value ($000) $35 Shares 15,126 Est. Cost $2.31 Unrealized
LEGACY RESVS LP UNIT LP INT 0.0%
Value ($000) $27 Shares 12,943 Est. Cost $1.35 Unrealized
PG PROCTER AND GAMBLE COMPANY JUN 95 EXP 06/16/17 0.0%
Value ($000) $27 Shares 354 Est. Cost $60.81 Unrealized +15.2%
REX ENERGY CORPORATION 0.0%
Value ($000) $18 Shares 38,189 Est. Cost $4.19 Unrealized
CYTRX CORPORATION COM PAR 0.0%
Value ($000) $14 Shares 29,750 Est. Cost $0.48 Unrealized
AAPL APPLE INCORPORATED APR 140 EXP 04/21/17 0.0%
Value ($000) $11 Shares 28 Est. Cost $19.12 Unrealized +59.2%
SF STIFEL FINL CORPORATION OCT 60 EXP 10/20/17 0.0%
Value ($000) $6 Shares 36 Est. Cost $21.33 Unrealized +43.4%
BA BOEING COMPANY JAN 180 EXP 01/19/18 0.0%
Value ($000) $5 Shares 5 Est. Cost $100.70 Unrealized +57.6%
MMM 3M COMPANY JUN 190 EXP 06/16/17 0.0%
Value ($000) $4 Shares 8 Est. Cost $79.14 Unrealized +43.6%
MSFT MICROSOFT CORPORATION JUN 67.50 EXP 06/16/17 0.0%
Value ($000) $3 Shares 20 Est. Cost $34.93 Unrealized +65.6%
META FACEBOOK INCORPORATED CLASS A JUN 140 EXP 06/16/17 0.0%
Value ($000) $3 Shares 7 Est. Cost $79.48 Unrealized +67.0%
PEP PEPSICO INCORPORATED JUL 115 EXP 07/21/17 0.0%
Value ($000) $2 Shares 10 Est. Cost $61.61 Unrealized +33.0%
AMACORE GROUP INCORPORATED CLASS A 0.0%
Value ($000) $1 Shares 1,238,738 Est. Cost $0.00 Unrealized
JAMN JAMMIN JAVA CORPORATION 0.0%
Value ($000) $0 Shares 32,850 Est. Cost $0.01 Unrealized 0.0%
MRK MERCK & COMPANY INCORPORATED July 70 EXP 07/21/17 0.0%
Value ($000) $0 Shares 20 Est. Cost $34.74 Unrealized +32.6%
MERCK & COMPANY INCORPORATED Sep 70 EXP 09/15/17 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CVX CHEVRON CORPORATION NEW SEP 120 EXP 09/15/17 0.0%
Value ($000) $0 Shares 10 Est. Cost $71.04 Unrealized +8.0%
VZ Verizon Communications Jun 57.50 EXP 06/16/17 0.0%
Value ($000) $0 Shares 10 Est. Cost $28.82 Unrealized +9.1%
WHOLE FOODS MKT INCORPORATED JAN 32 EXP 01/19/18 0.0%
Value ($000) $0 Shares 2 Est. Cost $32.10 Unrealized
BMY BRISTOL MYERS SQUIBB COMPANY SEP 65 EXP 09/15/17 0.0%
Value ($000) $0 Shares 8 Est. Cost $40.01 Unrealized -0.2%
ENB ENBRIDGE INCORPORATED Jun 44 EXP 06/16/17 0.0%
Value ($000) $0 Shares 10 Est. Cost $24.73 Unrealized 0.0%