Formidable Asset Management, LLC Diversified Active

CIK: 0001592613 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 13, 2017

Total Value ($000): $236,974 (100.0% shares, 0.0% debt)

Holdings (222)

PG PROCTER AND GAMBLE COMPANY 14.3%
Value ($000) $33,928 Shares 372,909 Est. Cost $61.05 Unrealized +19.6%
CHE CHEMED CORPORATION NEW 7.5%
Value ($000) $17,842 Shares 88,307 Est. Cost $136.11 Unrealized +40.4%
AAPL APPLE INCORPORATED 5.9%
Value ($000) $13,935 Shares 90,429 Est. Cost $19.48 Unrealized +85.6%
META FACEBOOK INCORPORATED CLASS A 3.2%
Value ($000) $7,585 Shares 44,392 Est. Cost $79.48 Unrealized +108.5%
EATON VANCE TAX ADVT DIV INCM 2.8%
Value ($000) $6,533 Shares 295,192 Est. Cost $22.13 Unrealized
EATON VANCE TAX MNGD GBL DV EQ 2.7%
Value ($000) $6,293 Shares 672,979 Est. Cost $9.36 Unrealized
BAC BANK AMER CORPORATION 2.5%
Value ($000) $5,951 Shares 234,849 Est. Cost $19.10 Unrealized +4.5%
ADME ETF SER SOLUTIONS APTUS BEHAVIORAL MOMENTUM ETF 2.5%
Value ($000) $5,853 Shares 202,559 Est. Cost $26.19 Unrealized
GENERAL ELECTRIC COMPANY 2.3%
Value ($000) $5,380 Shares 222,470 Est. Cost $26.01 Unrealized
SYBT STOCK YDS BANCORP INCORPORATED 2.1%
Value ($000) $4,891 Shares 128,708 Est. Cost $28.98 Unrealized +24.0%
XOM EXXON MOBIL CORPORATION 1.6%
Value ($000) $3,883 Shares 47,371 Est. Cost $54.42 Unrealized -0.2%
MSFT MICROSOFT CORPORATION 1.6%
Value ($000) $3,679 Shares 49,390 Est. Cost $35.70 Unrealized +86.8%
LVS LAS VEGAS SANDS CORPORATION 1.3%
Value ($000) $3,094 Shares 48,226 Est. Cost $40.85 Unrealized +26.6%
SPY SPDR S&P 500 ETF TRUST 0.9%
Value ($000) $2,161 Shares 8,600 Est. Cost $207.81 Unrealized
INTC INTEL CORPORATION 0.9%
Value ($000) $2,150 Shares 56,452 Est. Cost $22.24 Unrealized +33.0%
USB US BANCORP DEL COM NEW 0.8%
Value ($000) $1,950 Shares 36,376 Est. Cost $26.80 Unrealized +40.9%
CVX CHEVRON CORPORATION NEW 0.8%
Value ($000) $1,939 Shares 16,509 Est. Cost $71.04 Unrealized +7.3%
PEP PEPSICO INCORPORATED 0.7%
Value ($000) $1,771 Shares 15,893 Est. Cost $61.92 Unrealized +44.4%
GD GENERAL DYNAMICS CORPORATION 0.7%
Value ($000) $1,744 Shares 8,483 Est. Cost $95.73 Unrealized +73.9%
DOWDUPONT INCORPORATED 0.7%
Value ($000) $1,711 Shares 24,720 Est. Cost $69.22 Unrealized
CHICAGO BRIDGE & IRON COMPANY N V 0.7%
Value ($000) $1,671 Shares 99,478 Est. Cost $16.80 Unrealized
PFE PFIZER INCORPORATED 0.7%
Value ($000) $1,666 Shares 46,658 Est. Cost $17.46 Unrealized +27.4%
MRK MERCK & COMPANY INCORPORATED 0.7%
Value ($000) $1,607 Shares 25,972 Est. Cost $35.14 Unrealized +32.9%
FITB FIFTH THIRD BANCORP 0.6%
Value ($000) $1,525 Shares 54,498 Est. Cost $13.35 Unrealized +45.7%
SANDERSON FARMS INCORPORATED 0.6%
Value ($000) $1,500 Shares 9,287 Est. Cost $90.51 Unrealized
NKE NIKE INCORPORATED CLASS B 0.6%
Value ($000) $1,491 Shares 28,746 Est. Cost $48.95 Unrealized +2.9%
HD HOME DEPOT INCORPORATED 0.6%
Value ($000) $1,487 Shares 9,090 Est. Cost $60.12 Unrealized +108.2%
NUVEEN DOW 30 DYN OVERWRITE SHS 0.6%
Value ($000) $1,443 Shares 85,075 Est. Cost $16.96 Unrealized
CHD CHURCH & DWIGHT INCORPORATED 0.6%
Value ($000) $1,383 Shares 28,549 Est. Cost $43.10 Unrealized +5.9%
KNX KNIGHT SWIFT TRANSN HLDGS INCORPORATED CLASS A 0.5%
Value ($000) $1,295 Shares 31,178 Est. Cost $35.05 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.5%
Value ($000) $1,249 Shares 6,813 Est. Cost $116.72 Unrealized +51.4%
SBUX STARBUCKS CORPORATION 0.5%
Value ($000) $1,238 Shares 23,054 Est. Cost $46.21 Unrealized 0.0%
TSCO TRACTOR SUPPLY COMPANY 0.5%
Value ($000) $1,226 Shares 19,362 Est. Cost $12.31 Unrealized -19.0%
GNRC GENERAC HLDGS INCORPORATED 0.5%
Value ($000) $1,217 Shares 26,500 Est. Cost $39.30 Unrealized 0.0%
OASIS PETE INCORPORATED NEW 0.5%
Value ($000) $1,184 Shares 129,790 Est. Cost $16.39 Unrealized
KR KROGER COMPANY 0.5%
Value ($000) $1,158 Shares 57,717 Est. Cost $23.64 Unrealized -20.2%
ARCC ARES CAP CORPORATION 0.5%
Value ($000) $1,145 Shares 69,869 Est. Cost $7.28 Unrealized 0.0%
CVS CVS HEALTH CORPORATION 0.5%
Value ($000) $1,120 Shares 1,510 Est. Cost $66.65 Unrealized -8.8%
MMM 3M COMPANY 0.5%
Value ($000) $1,098 Shares 5,229 Est. Cost $80.46 Unrealized +61.4%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.5%
Value ($000) $1,087 Shares 7,667 Est. Cost $65.69 Unrealized +58.8%
WTW WILLIS TOWERS WATSON PUB LIMITED SHS 0.4%
Value ($000) $1,053 Shares 6,829 Est. Cost $132.86 Unrealized 0.0%
QLYS QUALYS INCORPORATED 0.4%
Value ($000) $1,036 Shares 20,000 Est. Cost $39.42 Unrealized +16.4%
TECH BIO TECHNE CORPORATION 0.4%
Value ($000) $1,033 Shares 8,549 Est. Cost $24.43 Unrealized +16.2%
SYY SYSCO CORPORATION 0.4%
Value ($000) $1,028 Shares 19,063 Est. Cost $24.61 Unrealized +70.0%
JKHY HENRY JACK & ASSOC INCORPORATED 0.4%
Value ($000) $996 Shares 9,691 Est. Cost $76.06 Unrealized +23.2%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $993 Shares 7,631 Est. Cost $77.04 Unrealized +36.3%
SLB SCHLUMBERGER LIMITED 0.4%
Value ($000) $992 Shares 14,226 Est. Cost $51.87 Unrealized 0.0%
GIS GENERAL MLS INCORPORATED 0.4%
Value ($000) $972 Shares 18,770 Est. Cost $35.76 Unrealized +13.8%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.4%
Value ($000) $970 Shares 1,011 Est. Cost $36.07 Unrealized +28.2%
PYPL PAYPAL HLDGS INCORPORATED 0.4%
Value ($000) $966 Shares 15,091 Est. Cost $35.85 Unrealized +66.7%
RBCAA REPUBLIC BANCORP KY CLASS A 0.4%
Value ($000) $962 Shares 24,734 Est. Cost $26.72 Unrealized +33.3%
CUBIC CORPORATION 0.4%
Value ($000) $961 Shares 18,844 Est. Cost $41.98 Unrealized
VFC V F CORPORATION 0.4%
Value ($000) $960 Shares 15,109 Est. Cost $56.26 Unrealized +2.6%
ATR APTARGROUP INCORPORATED 0.4%
Value ($000) $935 Shares 10,842 Est. Cost $67.92 Unrealized +12.2%
FDS FACTSET RESH SYSTEMS INCORPORATED 0.4%
Value ($000) $935 Shares 5,187 Est. Cost $143.05 Unrealized +4.9%
GPC GENUINE PARTS COMPANY 0.4%
Value ($000) $922 Shares 9,639 Est. Cost $67.88 Unrealized -1.8%
ROST ROSS STORES INCORPORATED 0.4%
Value ($000) $920 Shares 14,246 Est. Cost $52.01 Unrealized +1.8%
HRB BLOCK H & R INCORPORATED 0.4%
Value ($000) $914 Shares 34,523 Est. Cost $19.64 Unrealized +6.8%
BA BOEING COMPANY 0.4%
Value ($000) $913 Shares 3,592 Est. Cost $116.04 Unrealized +90.0%
EFA ISHARES TR MSCI EAFE ETF 0.4%
Value ($000) $908 Shares 13,264 Est. Cost $61.23 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.4%
Value ($000) $880 Shares 24,450 Est. Cost $34.98 Unrealized
MSM MSC INDL DIRECT INCORPORATED CLASS A 0.4%
Value ($000) $862 Shares 11,409 Est. Cost $75.79 Unrealized -4.3%
DCI DONALDSON INCORPORATED 0.4%
Value ($000) $852 Shares 18,554 Est. Cost $30.16 Unrealized +34.2%
POWERSHARES QQQ TRUST UNIT SERIES 1 0.4%
Value ($000) $852 Shares 5,860 Est. Cost $115.11 Unrealized
BMY BRISTOL MYERS SQUIBB COMPANY 0.4%
Value ($000) $835 Shares 13,096 Est. Cost $40.05 Unrealized +7.7%
NFLX NETFLIX INCORPORATED 0.3%
Value ($000) $814 Shares 4,413 Est. Cost $10.35 Unrealized +68.5%
EMR EMERSON ELEC COMPANY 0.3%
Value ($000) $797 Shares 12,681 Est. Cost $46.28 Unrealized +6.4%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.3%
Value ($000) $780 Shares 3,483 Est. Cost $210.11 Unrealized
WSM WILLIAMS SONOMA INCORPORATED 0.3%
Value ($000) $766 Shares 15,368 Est. Cost $21.44 Unrealized -10.5%
F FORD MTR COMPANY DEL COM PAR $0.01 0.3%
Value ($000) $758 Shares 63,314 Est. Cost $8.34 Unrealized -13.0%
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.3%
Value ($000) $748 Shares 74,495 Est. Cost $8.17 Unrealized
GROUPON INCORPORATED 0.3%
Value ($000) $742 Shares 142,668 Est. Cost $8.60 Unrealized
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.3%
Value ($000) $735 Shares 755 Est. Cost $37.25 Unrealized +26.4%
MA MASTERCARD INCORPORATED CLASS A 0.3%
Value ($000) $730 Shares 5,172 Est. Cost $67.91 Unrealized +86.1%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.3%
Value ($000) $727 Shares 6,545 Est. Cost $48.61 Unrealized +54.8%
AMGN AMGEN INCORPORATED 0.3%
Value ($000) $716 Shares 3,844 Est. Cost $116.50 Unrealized +18.0%
GWW GRAINGER W W INCORPORATED 0.3%
Value ($000) $711 Shares 3,950 Est. Cost $185.76 Unrealized -19.5%
T AT&T INCORPORATED 0.3%
Value ($000) $697 Shares 17,795 Est. Cost $13.39 Unrealized +16.5%
ABT ABBOTT LABS 0.3%
Value ($000) $689 Shares 12,925 Est. Cost $28.49 Unrealized +52.2%
HRL HORMEL FOODS CORPORATION 0.3%
Value ($000) $686 Shares 21,360 Est. Cost $29.26 Unrealized -9.8%
CINF CINCINNATI FINL CORPORATION 0.3%
Value ($000) $685 Shares 8,948 Est. Cost $36.41 Unrealized +66.5%
PNC PNC FINL SVCS GROUP INCORPORATED 0.3%
Value ($000) $685 Shares 5,086 Est. Cost $52.78 Unrealized +83.1%
UNITED TECHNOLOGIES CORPORATION 0.3%
Value ($000) $683 Shares 5,885 Est. Cost $105.11 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.3%
Value ($000) $674 Shares 4,648 Est. Cost $112.54 Unrealized -13.9%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.3%
Value ($000) $673 Shares 13,607 Est. Cost $28.91 Unrealized +4.6%
EATON VANCE TX ADV GLBL DIV FD 0.3%
Value ($000) $662 Shares 38,465 Est. Cost $17.21 Unrealized
ORCL ORACLE CORPORATION 0.3%
Value ($000) $656 Shares 13,578 Est. Cost $31.74 Unrealized +38.4%
DIS DISNEY WALT COMPANY COM DISNEY 0.3%
Value ($000) $643 Shares 6,526 Est. Cost $57.47 Unrealized +68.7%
WFC WELLS FARGO COMPANY NEW 0.3%
Value ($000) $631 Shares 11,433 Est. Cost $30.63 Unrealized +37.6%
ENB ENBRIDGE INCORPORATED 0.3%
Value ($000) $627 Shares 15,008 Est. Cost $24.35 Unrealized 0.0%
KO COCA COLA COMPANY 0.3%
Value ($000) $623 Shares 13,839 Est. Cost $29.35 Unrealized +19.0%
IVV ISHARES TR CORE S&P500 ETF 0.3%
Value ($000) $619 Shares 2,448 Est. Cost $247.91 Unrealized
PRGO PERRIGO COMPANY PLC SHS 0.3%
Value ($000) $598 Shares 7,071 Est. Cost $77.80 Unrealized 0.0%
IEFA ISHARES TR CORE MSCI EAFE 0.2%
Value ($000) $591 Shares 9,216 Est. Cost $60.49 Unrealized
MO ALTRIA GROUP INCORPORATED 0.2%
Value ($000) $589 Shares 9,284 Est. Cost $19.31 Unrealized +86.9%
FIRSTATLANTIC FINL HLDGS INCORPORATED 0.2%
Value ($000) $583 Shares 32,007 Est. Cost $11.05 Unrealized
VNQ VANGUARD REIT ETF 0.2%
Value ($000) $571 Shares 6,866 Est. Cost $82.41 Unrealized
FV FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF 0.2%
Value ($000) $568 Shares 21,711 Est. Cost $22.35 Unrealized
KANSAS CITY SOUTHERN COM NEW 0.2%
Value ($000) $547 Shares 5,035 Est. Cost $111.03 Unrealized
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.2%
Value ($000) $545 Shares 6,491 Est. Cost $46.84 Unrealized +29.9%
FEZ SPDR INDEX SHS FUNDS DJ EURO STOXX 50 ETF 0.2%
Value ($000) $541 Shares 13,125 Est. Cost $34.48 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVID LEADERS INDEX FUND 0.2%
Value ($000) $540 Shares 18,625 Est. Cost $22.10 Unrealized
EATON VANCE TX MGD DIV EQ INCM 0.2%
Value ($000) $521 Shares 44,660 Est. Cost $11.67 Unrealized
GABELLI HLTHCARE & WELLNESS TR SHS 0.2%
Value ($000) $509 Shares 50,362 Est. Cost $10.11 Unrealized
BP BP PLC SPONSORED ADR 0.2%
Value ($000) $509 Shares 13,255 Est. Cost $38.40 Unrealized
GNW GENWORTH FINL INCORPORATED COM CLASS A 0.2%
Value ($000) $509 Shares 132,201 Est. Cost $4.37 Unrealized -18.3%
MARATHON OIL CORPORATION 0.2%
Value ($000) $509 Shares 37,489 Est. Cost $13.89 Unrealized
PRU PRUDENTIAL FINL INCORPORATED 0.2%
Value ($000) $503 Shares 4,730 Est. Cost $48.13 Unrealized +49.7%
BLACKROCK INCORPORATED 0.2%
Value ($000) $500 Shares 1,118 Est. Cost $340.37 Unrealized
EMN EASTMAN CHEMICAL COMPANY 0.2%
Value ($000) $495 Shares 5,472 Est. Cost $54.98 Unrealized +16.6%
LOW LOWES COMPANIES INCORPORATED 0.2%
Value ($000) $474 Shares 5,933 Est. Cost $36.43 Unrealized +80.2%
JPM JPMORGAN CHASE & COMPANY 0.2%
Value ($000) $461 Shares 4,827 Est. Cost $47.33 Unrealized +55.6%
QCOM QUALCOMM INCORPORATED 0.2%
Value ($000) $457 Shares 8,825 Est. Cost $46.88 Unrealized -9.8%
CB CHUBB LIMITED 0.2%
Value ($000) $457 Shares 3,202 Est. Cost $124.84 Unrealized 0.0%
NVS NOVARTIS A G SPONSORED ADR 0.2%
Value ($000) $454 Shares 5,286 Est. Cost $85.89 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.2%
Value ($000) $449 Shares 8,906 Est. Cost $50.42 Unrealized
WHITING PETE CORPORATION NEW 0.2%
Value ($000) $446 Shares 81,628 Est. Cost $21.43 Unrealized
FOOT LOCKER INCORPORATED 0.2%
Value ($000) $446 Shares 12,664 Est. Cost $60.68 Unrealized
VB VANGUARD SMALL CAP ETF 0.2%
Value ($000) $428 Shares 3,031 Est. Cost $141.21 Unrealized
HSY HERSHEY COMPANY 0.2%
Value ($000) $422 Shares 3,868 Est. Cost $70.70 Unrealized +23.4%
EATON VANCE RISK MNGD DIV EQTY 0.2%
Value ($000) $418 Shares 44,353 Est. Cost $9.42 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 0.2%
Value ($000) $412 Shares 12,693 Est. Cost $31.69 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.2%
Value ($000) $401 Shares 3,036 Est. Cost $132.08 Unrealized
TSLA TESLA INCORPORATED 0.2%
Value ($000) $399 Shares 1,171 Est. Cost $18.23 Unrealized +26.5%
TJX TJX COMPANIES INCORPORATED NEW 0.2%
Value ($000) $399 Shares 5,420 Est. Cost $22.70 Unrealized +39.6%
SCCO SOUTHERN COPPER CORPORATION 0.2%
Value ($000) $392 Shares 9,863 Est. Cost $17.87 Unrealized +46.6%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $387 Shares 3,425 Est. Cost $99.12 Unrealized 0.0%
IWM ISHARES TR RUSSELL 2000 ETF 0.2%
Value ($000) $387 Shares 2,613 Est. Cost $111.34 Unrealized
LABORATORY CORPORATION AMER HLDGS COM NEW 0.2%
Value ($000) $386 Shares 2,555 Est. Cost $116.38 Unrealized
SCRIPPS NETWORKS INTERACT INCORPORATED CLASS A COM 0.2%
Value ($000) $382 Shares 4,445 Est. Cost $77.97 Unrealized
FVD FIRST TR VALUE LINE DIVID INDX SHS 0.2%
Value ($000) $382 Shares 12,825 Est. Cost $21.52 Unrealized
FIRST TR MLP & ENERGY INCOME 0.2%
Value ($000) $381 Shares 24,975 Est. Cost $15.26 Unrealized
CSCO CISCO SYSTEMS INCORPORATED 0.2%
Value ($000) $380 Shares 11,478 Est. Cost $19.10 Unrealized +29.4%
AMZN AMAZON COM INCORPORATED 0.2%
Value ($000) $366 Shares 381 Est. Cost $37.14 Unrealized +32.3%
BAX BAXTER INTERNATIONAL INCORPORATED 0.2%
Value ($000) $361 Shares 5,759 Est. Cost $31.42 Unrealized +70.4%
FNMA FEDERAL NATIONAL MORTGAGE ASSOCIATION 0.2%
Value ($000) $358 Shares 120,100 Est. Cost $2.41 Unrealized +10.1%
SCHP SCHWAB STRATEGIC TRUST US TIPS ETF 0.2%
Value ($000) $356 Shares 6,439 Est. Cost $55.16 Unrealized
GILD GILEAD SCIENCES INCORPORATED 0.1%
Value ($000) $353 Shares 4,352 Est. Cost $68.16 Unrealized -17.9%
XLF SECTOR SPDR TR SBI INT-FINL 0.1%
Value ($000) $346 Shares 13,368 Est. Cost $23.32 Unrealized
VANTIV INCORPORATED CLASS A 0.1%
Value ($000) $343 Shares 4,855 Est. Cost $64.58 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.1%
Value ($000) $331 Shares 2,503 Est. Cost $61.87 Unrealized +66.0%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $329 Shares 4,058 Est. Cost $77.62 Unrealized
HDV ISHARES TR CORE HIGH DV ETF 0.1%
Value ($000) $328 Shares 3,819 Est. Cost $84.04 Unrealized
ABBV ABBVIE INCORPORATED 0.1%
Value ($000) $328 Shares 3,691 Est. Cost $27.16 Unrealized +97.5%
ROK ROCKWELL AUTOMATION INCORPORATED 0.1%
Value ($000) $328 Shares 1,840 Est. Cost $86.25 Unrealized +65.2%
EATON VANCE ENH EQTY INCORPORATED FD II 0.1%
Value ($000) $324 Shares 21,625 Est. Cost $14.98 Unrealized
BDX BECTON DICKINSON & COMPANY 0.1%
Value ($000) $323 Shares 1,647 Est. Cost $91.02 Unrealized +87.9%
PRAXAIR INCORPORATED 0.1%
Value ($000) $322 Shares 2,307 Est. Cost $132.39 Unrealized
SHAK SHAKE SHACK INCORPORATED CLASS A 0.1%
Value ($000) $319 Shares 9,610 Est. Cost $36.37 Unrealized -10.0%
KBE SPDR SERIES TRUST S&P BANK ETF 0.1%
Value ($000) $316 Shares 7,000 Est. Cost $43.14 Unrealized
KRE SPDR SERIES TRUST S&P REGL BKG ETF 0.1%
Value ($000) $312 Shares 5,500 Est. Cost $54.91 Unrealized
FDX FEDEX CORPORATION 0.1%
Value ($000) $311 Shares 1,379 Est. Cost $92.99 Unrealized +98.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $304 Shares 6,000 Est. Cost $40.15 Unrealized
Powershares Emerging MKT ETF 0.1%
Value ($000) $292 Shares 8,461 Est. Cost $34.51 Unrealized
TGT TARGET CORPORATION 0.1%
Value ($000) $291 Shares 4,937 Est. Cost $47.99 Unrealized -8.1%
XAR SPDR SERIES TRUST S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $279 Shares 3,500 Est. Cost $68.57 Unrealized
ADCARE HEALTH SYSTEMS INCORPORATED COM NEW 0.1%
Value ($000) $276 Shares 303,780 Est. Cost $3.79 Unrealized
V VISA INCORPORATED COM CLASS A 0.1%
Value ($000) $275 Shares 2,610 Est. Cost $88.59 Unrealized +8.0%
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $274 Shares 1,909 Est. Cost $137.31 Unrealized
CTAS CINTAS CORPORATION 0.1%
Value ($000) $273 Shares 1,891 Est. Cost $24.76 Unrealized +23.2%
MCD MCDONALDS CORPORATION 0.1%
Value ($000) $261 Shares 1,665 Est. Cost $95.88 Unrealized +34.2%
LUXOTTICA GROUP S P A SPONSORED ADR 0.1%
Value ($000) $260 Shares 4,650 Est. Cost $55.91 Unrealized
ALPS ETF TRUST ALERIAN MLP ETF 0.1%
Value ($000) $259 Shares 23,105 Est. Cost $12.42 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.1%
Value ($000) $258 Shares 2,061 Est. Cost $117.40 Unrealized
BIOSCRIP INCORPORATED 0.1%
Value ($000) $255 Shares 92,725 Est. Cost $3.96 Unrealized
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.1%
Value ($000) $255 Shares 3,715 Est. Cost $49.10 Unrealized +20.5%
SF STIFEL FINL CORPORATION 0.1%
Value ($000) $249 Shares 4,662 Est. Cost $21.33 Unrealized +34.9%
VT VANGUARD INTL EQUITY INDEX FUNDS TOTAL WORLD STK 0.1%
Value ($000) $248 Shares 3,500 Est. Cost $66.86 Unrealized
TBT PROSHARES ULTRASHORT 20 YEAR TREASURY 0.1%
Value ($000) $247 Shares 6,937 Est. Cost $52.08 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value ($000) $245 Shares 2,064 Est. Cost $114.82 Unrealized
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $238 Shares 3,073 Est. Cost $49.91 Unrealized +13.0%
CLAYMORE ETF TRUST GUGGENHEIM RAYMOND JAMES 0.1%
Value ($000) $238 Shares 5,750 Est. Cost $32.54 Unrealized
INTU INTUIT 0.1%
Value ($000) $235 Shares 1,650 Est. Cost $112.43 Unrealized +15.8%
TEKLA HEALTHCARE OPPORTUNIT FD SHS 0.1%
Value ($000) $230 Shares 12,400 Est. Cost $18.55 Unrealized
NEE NEXTERA ENERGY INCORPORATED 0.1%
Value ($000) $224 Shares 1,527 Est. Cost $25.15 Unrealized +18.2%
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.1%
Value ($000) $224 Shares 16,020 Est. Cost $6.70 Unrealized +35.7%
OXY OCCIDENTAL PETE CORPORATION DEL 0.1%
Value ($000) $221 Shares 3,440 Est. Cost $65.84 Unrealized -25.8%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $221 Shares 1,485 Est. Cost $149.24 Unrealized 0.0%
WSSH WEST SHORE BK CORPORATION 0.1%
Value ($000) $220 Shares 8,320 Est. Cost $26.58 Unrealized +0.2%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.1%
Value ($000) $220 Shares 5,409 Est. Cost $24.10 Unrealized +43.9%
COST COSTCO WHOLESALE CORPORATION NEW 0.1%
Value ($000) $217 Shares 1,317 Est. Cost $140.12 Unrealized 0.0%
M MACYS INCORPORATED 0.1%
Value ($000) $214 Shares 9,800 Est. Cost $30.69 Unrealized -28.4%
SRPT SAREPTA THERAPEUTICS INCORPORATED 0.1%
Value ($000) $211 Shares 4,650 Est. Cost $39.97 Unrealized 0.0%
KMB KIMBERLY CLARK CORPORATION 0.1%
Value ($000) $209 Shares 1,772 Est. Cost $61.69 Unrealized +47.5%
IEV ISHARES TR EUROPE ETF 0.1%
Value ($000) $206 Shares 4,400 Est. Cost $44.35 Unrealized
SO SOUTHERN COMPANY 0.1%
Value ($000) $203 Shares 4,129 Est. Cost $34.30 Unrealized 0.0%
OPK OPKO HEALTH INCORPORATED 0.1%
Value ($000) $168 Shares 24,438 Est. Cost $8.98 Unrealized -29.8%
NUVEEN OHIO QLTY MUN INCOME FD 0.1%
Value ($000) $167 Shares 11,061 Est. Cost $15.10 Unrealized
NUVEEN PREFERRED & INCM OPPORTNYS FD 0.1%
Value ($000) $153 Shares 14,500 Est. Cost $10.55 Unrealized
BLACKROCK MUN INCOME TR SH BEN INT 0.1%
Value ($000) $148 Shares 10,338 Est. Cost $14.32 Unrealized
HORIZON PHARMA PLC SHS 0.1%
Value ($000) $144 Shares 11,350 Est. Cost $12.69 Unrealized
BTE BAYTEX ENERGY CORPORATION 0.0%
Value ($000) $117 Shares 38,900 Est. Cost $2.99 Unrealized -16.5%
TSLA Tesla Incorporated Jan 250 Exp 1/18/19 0.0%
Value ($000) $103 Shares 10 Est. Cost $18.23 Unrealized +26.5%
NFLX Netflix Incorporated Jan 170 Exp 1/18/19 0.0%
Value ($000) $70 Shares 20 Est. Cost $10.35 Unrealized +68.5%
NOK NOKIA CORPORATION SPONSORED ADR 0.0%
Value ($000) $61 Shares 10,291 Est. Cost $5.93 Unrealized
HAIER ELECTRONICS GROUP INCORPORATED HKD SHS 0.0%
Value ($000) $49 Shares 20,126 Est. Cost $2.43 Unrealized
BAC BANK AMER CORPORATION Jan 20 Exp 1/1918 0.0%
Value ($000) $38 Shares 1,200 Est. Cost $19.10 Unrealized +4.5%
KHC Kraft Heinz Company Oct 87.50 Exp 10/20/17 0.0%
Value ($000) $25 Shares 5 Est. Cost $49.91 Unrealized +13.0%
ALCOBRA LIMITED SHS 0.0%
Value ($000) $14 Shares 13,435 Est. Cost $1.04 Unrealized
CYTRX CORPORATION COM PAR 0.0%
Value ($000) $10 Shares 24,750 Est. Cost $0.48 Unrealized
EMN Eastman Chemical Company Dec 92.50 Exp 12/15/17 0.0%
Value ($000) $3 Shares 10 Est. Cost $54.98 Unrealized +16.6%
NSC Norfolk Southern Corporation Dec 135 Exp 12/15/17 0.0%
Value ($000) $3 Shares 6 Est. Cost $61.87 Unrealized +66.0%
CHE Chemed Corporation New Dec 220 Exp 12/15/17 0.0%
Value ($000) $3 Shares 10 Est. Cost $136.11 Unrealized +40.4%
PG Procter and Gamble Company Oct 95 Exp 10/20/17 0.0%
Value ($000) $3 Shares 51 Est. Cost $61.05 Unrealized +19.6%
MSFT Microsoft Corporation Jan 80 Exp 01/19/18 0.0%
Value ($000) $3 Shares 30 Est. Cost $35.70 Unrealized +86.8%
ABBV Abbvie Incorporated Jan 90 Exp 01/19/18 0.0%
Value ($000) $2 Shares 4 Est. Cost $27.16 Unrealized +97.5%
META Facebook Incorporated Class A Nov 165 Exp 11/17/17 0.0%
Value ($000) $2 Shares 2 Est. Cost $79.48 Unrealized +108.5%
SRPT Sarepta Therapeutics Incorporated Nov 55 Exp 11/17/17 0.0%
Value ($000) $2 Shares 10 Est. Cost $39.97 Unrealized 0.0%
VZ Verizon Communications Incorporated Dec 50 Exp 12/15/17 0.0%
Value ($000) $1 Shares 10 Est. Cost $28.91 Unrealized +4.6%
XOM Exxon Mobil Corporation Jan 85 Exp 01/19/18 0.0%
Value ($000) $1 Shares 10 Est. Cost $54.42 Unrealized -0.2%
MRK Merck & Company Incorporated Oct 70 Exp 10/20/17 0.0%
Value ($000) $0 Shares 10 Est. Cost $35.14 Unrealized +32.9%
PM Philip Morris International Incorporated Dec 120 Exp 12/15/17 0.0%
Value ($000) $0 Shares 3 Est. Cost $48.61 Unrealized +54.8%
AAPL Apple Incorporated Nov 165 Exp 11/17/17 0.0%
Value ($000) $0 Shares 4 Est. Cost $19.48 Unrealized +85.6%
CVX Chevron Corporation New Dec 120 Exp 12/15/17 0.0%
Value ($000) $0 Shares 5 Est. Cost $71.04 Unrealized +7.3%
KO Coca Cola Company Nov 47 Exp 11/17/17 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.35 Unrealized +19.0%
Johnson & Johnson Oct 140 Exp 10/20/17 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
SF Stifel Finl Corporation Oct 60 Exp 10/20/17 0.0%
Value ($000) $0 Shares 8 Est. Cost $21.33 Unrealized +34.9%
PEP Pepsico Incorporated Jan 125 Exp 01/19/18 0.0%
Value ($000) $0 Shares 10 Est. Cost $61.92 Unrealized +44.4%
JAMN JAMMIN JAVA CORPORATION 0.0%
Value ($000) $0 Shares 32,850 Est. Cost $0.01 Unrealized -93.6%
REGIONAL HEALTH PPTYS INCORPORATED REIT 0.0%
Value ($000) $0 Shares 1,125,444 Est. Cost Unrealized
GLOBAL PAYOUT INCORPORATED 0.0%
Value ($000) $0 Shares 25,000 Est. Cost $0.04 Unrealized
AMACORE GROUP INCORPORATED CLASS A 0.0%
Value ($000) $0 Shares 1,238,738 Est. Cost $0.00 Unrealized