ADIRONDACK TRUST CO Diversified Active

CIK: 0001054257 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 10, 2018

Total Value ($000): $137,758 (100.0% shares, 0.0% debt)

Holdings (325)

SPY SPDR S & P 500 ETF TRUST 10.4%
Value ($000) $14,381 Shares 53,891 Est. Cost $170.74 Unrealized
TIP ISHARES TIPS BOND ETF 5.7%
Value ($000) $7,800 Shares 68,371 Est. Cost $112.01 Unrealized
VTHR ETF VANGUARD RUSSELL 3000 5.3%
Value ($000) $7,296 Shares 59,405 Est. Cost $95.00 Unrealized
MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF 4.5%
Value ($000) $6,132 Shares 17,752 Est. Cost $212.85 Unrealized
OPPENHEIMER DEVELOPING MARKETS FUND 3.9%
Value ($000) $5,387 Shares 125,483 Est. Cost $34.61 Unrealized
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $4,091 Shares 29,278 Est. Cost $60.21 Unrealized +84.3%
AAPL APPLE INC 2.6%
Value ($000) $3,579 Shares 21,152 Est. Cost $19.51 Unrealized +100.3%
IJR ISHARES CORE S&P SMALL-CAP ETF 2.2%
Value ($000) $2,997 Shares 39,016 Est. Cost $80.08 Unrealized
PG PROCTER & GAMBLE CO 2.1%
Value ($000) $2,852 Shares 31,045 Est. Cost $55.30 Unrealized +31.4%
PEP PEPSICO INC 2.1%
Value ($000) $2,828 Shares 23,585 Est. Cost $56.21 Unrealized +58.3%
XOM EXXON MOBIL CORP 2.0%
Value ($000) $2,728 Shares 32,616 Est. Cost $55.43 Unrealized +3.1%
UNITED TECHNOLOGIES CORP 1.9%
Value ($000) $2,648 Shares 20,757 Est. Cost $92.88 Unrealized
INTC INTEL CORP 1.8%
Value ($000) $2,503 Shares 54,235 Est. Cost $17.39 Unrealized +110.2%
MSFT MICROSOFT CORP 1.7%
Value ($000) $2,292 Shares 26,802 Est. Cost $28.50 Unrealized +164.0%
AMZN AMAZON. COM, INC 1.5%
Value ($000) $2,126 Shares 1,818 Est. Cost $19.19 Unrealized +186.7%
MCD MCDONALDS CORP 1.5%
Value ($000) $2,069 Shares 12,023 Est. Cost $72.20 Unrealized +92.0%
T AT&T INC. 1.4%
Value ($000) $1,976 Shares 50,814 Est. Cost $11.37 Unrealized +34.1%
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $1,937 Shares 36,591 Est. Cost $27.02 Unrealized +18.3%
HD HOME DEPOT INC 1.3%
Value ($000) $1,827 Shares 9,640 Est. Cost $60.69 Unrealized +133.4%
JPM JPMORGAN CHASE & CO COM 1.3%
Value ($000) $1,805 Shares 16,875 Est. Cost $37.20 Unrealized +118.6%
VWO VANGUARD MSCI EMERGING MARKETS ETF 1.2%
Value ($000) $1,672 Shares 36,431 Est. Cost $40.88 Unrealized
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $1,620 Shares 10,372 Est. Cost $14.26 Unrealized +121.2%
VXUS ETF VANGUARD TOTAL INTL STOCK 1.1%
Value ($000) $1,522 Shares 26,785 Est. Cost $51.74 Unrealized
BMY BRISTOL MYERS SQUIBB CO 1.1%
Value ($000) $1,496 Shares 24,413 Est. Cost $28.80 Unrealized +61.3%
CAT CATERPILLAR INC 1.1%
Value ($000) $1,491 Shares 9,462 Est. Cost $61.74 Unrealized +88.4%
CVX CHEVRON CORPORATION 1.1%
Value ($000) $1,469 Shares 11,732 Est. Cost $71.56 Unrealized +16.7%
DIS DISNEY (WALT) COMPANY HOLDING CO 1.0%
Value ($000) $1,409 Shares 13,105 Est. Cost $58.07 Unrealized +67.6%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $1,384 Shares 4,310 Est. Cost $84.94 Unrealized +198.5%
BRK/B BERKSHIRE HATHAWAY INC. DEL CLASS B 1.0%
Value ($000) $1,322 Shares 6,668 Est. Cost $123.37 Unrealized +53.9%
EFA ISHARES MSCI EAFE ETF FUND 0.9%
Value ($000) $1,187 Shares 16,886 Est. Cost $62.64 Unrealized
OEF ISHARES S & P 100 ETF 0.9%
Value ($000) $1,186 Shares 10,000 Est. Cost $74.96 Unrealized
IBM INTL BUSINESS MACHINES 0.8%
Value ($000) $1,167 Shares 7,610 Est. Cost $115.45 Unrealized -11.6%
BA BOEING 0.8%
Value ($000) $1,159 Shares 3,931 Est. Cost $101.15 Unrealized +154.5%
CL COLGATE PALMOLIVE 0.8%
Value ($000) $1,110 Shares 14,718 Est. Cost $44.44 Unrealized +35.7%
WM WASTE MANAGEMENT INC NEW 0.8%
Value ($000) $1,088 Shares 12,603 Est. Cost $30.85 Unrealized +129.2%
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 0.8%
Value ($000) $1,087 Shares 9,939 Est. Cost $107.96 Unrealized
META FACEBOOK INC 0.8%
Value ($000) $1,052 Shares 5,963 Est. Cost $111.28 Unrealized +57.7%
VO VANGUARD MID-CAP ETF 0.8%
Value ($000) $1,045 Shares 6,750 Est. Cost $154.81 Unrealized
GENERAL ELECTRIC CO 0.7%
Value ($000) $1,017 Shares 58,319 Est. Cost $23.81 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $1,005 Shares 21,899 Est. Cost $27.93 Unrealized +27.6%
ABBV ABBVIE INC. 0.7%
Value ($000) $939 Shares 9,710 Est. Cost $29.78 Unrealized +124.6%
BND VANGUARD TOTAL BOND MARKET FUND ETF 0.7%
Value ($000) $900 Shares 11,040 Est. Cost $81.15 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.6%
Value ($000) $881 Shares 7,518 Est. Cost $45.09 Unrealized +113.3%
CSCO CISCO SYSTEMS INC. 0.6%
Value ($000) $825 Shares 21,556 Est. Cost $15.26 Unrealized +83.3%
SO SOUTHERN CO 0.6%
Value ($000) $760 Shares 15,802 Est. Cost $27.11 Unrealized +34.5%
PFE PFIZER INC 0.5%
Value ($000) $755 Shares 20,831 Est. Cost $17.34 Unrealized +37.2%
MMM 3M CO COM 0.5%
Value ($000) $696 Shares 2,954 Est. Cost $65.32 Unrealized +122.0%
CVS CVS HEALTH CORP 0.5%
Value ($000) $692 Shares 9,538 Est. Cost $47.14 Unrealized +19.3%
LLY ELI LILLY & CO 0.5%
Value ($000) $671 Shares 7,947 Est. Cost $46.38 Unrealized +62.3%
QCOM QUALCOMM INC 0.5%
Value ($000) $637 Shares 9,958 Est. Cost $45.37 Unrealized +8.0%
COP CONOCOPHILLIPS 0.4%
Value ($000) $592 Shares 10,772 Est. Cost $40.54 Unrealized -2.2%
SYK STRYKER CORP 0.4%
Value ($000) $589 Shares 3,805 Est. Cost $56.92 Unrealized +145.2%
ACN ACCENTURE PLC 0.4%
Value ($000) $576 Shares 3,760 Est. Cost $65.38 Unrealized +96.6%
MRK MERCK & CO., INC 0.4%
Value ($000) $572 Shares 10,173 Est. Cost $34.86 Unrealized +23.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value ($000) $569 Shares 4,145 Est. Cost $105.10 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.4%
Value ($000) $557 Shares 12,409 Est. Cost $44.23 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $552 Shares 5,465 Est. Cost $40.60 Unrealized +70.7%
EMR EMERSON ELECTRIC 0.4%
Value ($000) $545 Shares 7,820 Est. Cost $40.88 Unrealized +30.3%
WMT WAL MART STORES INC 0.4%
Value ($000) $543 Shares 5,493 Est. Cost $20.04 Unrealized +33.9%
AQUA AMERICA INC 0.4%
Value ($000) $536 Shares 13,680 Est. Cost $30.01 Unrealized
GILD GILEAD SCIENCES, INC. 0.4%
Value ($000) $503 Shares 7,021 Est. Cost $48.70 Unrealized +14.8%
PRAXAIR 0.3%
Value ($000) $480 Shares 3,101 Est. Cost $115.71 Unrealized
CELGENE CORP 0.3%
Value ($000) $470 Shares 4,507 Est. Cost $102.53 Unrealized
AMT AMERICAN TOWER CORPORATION 0.3%
Value ($000) $458 Shares 3,213 Est. Cost $61.95 Unrealized +86.8%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $433 Shares 2,020 Est. Cost $78.11 Unrealized +137.4%
ABT ABBOTT LABS 0.3%
Value ($000) $416 Shares 7,294 Est. Cost $29.14 Unrealized +65.2%
AETNA INC COM 0.3%
Value ($000) $395 Shares 2,188 Est. Cost $66.98 Unrealized
CSX CSX CORPORATION 0.3%
Value ($000) $393 Shares 7,135 Est. Cost $7.59 Unrealized +109.0%
XLK TECHNOLOGY SELECT SECT SPDR 0.3%
Value ($000) $382 Shares 5,970 Est. Cost $35.20 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $364 Shares 1,954 Est. Cost $117.81 Unrealized +31.1%
NKE NIKE, INC 0.3%
Value ($000) $361 Shares 5,770 Est. Cost $47.29 Unrealized +9.5%
SBUX STARBUCKS CORPORATION 0.3%
Value ($000) $355 Shares 6,194 Est. Cost $37.73 Unrealized +25.6%
AXP AMERICAN EXPRESS 0.3%
Value ($000) $345 Shares 3,472 Est. Cost $60.78 Unrealized +40.2%
ITW ILLINOIS TOOL WORKS INC. 0.2%
Value ($000) $327 Shares 1,962 Est. Cost $50.53 Unrealized +159.0%
TGT TARGET CORP 0.2%
Value ($000) $321 Shares 4,910 Est. Cost $48.70 Unrealized -1.3%
DE DEERE & CO (JOHN DEERE) 0.2%
Value ($000) $318 Shares 2,030 Est. Cost $68.04 Unrealized +81.9%
MET METLIFE INC 0.2%
Value ($000) $309 Shares 6,120 Est. Cost $26.44 Unrealized +50.9%
KMB KIMBERLY CLARK 0.2%
Value ($000) $307 Shares 2,548 Est. Cost $68.73 Unrealized +27.5%
LOW LOWES COMPANIES INC 0.2%
Value ($000) $294 Shares 3,162 Est. Cost $33.10 Unrealized +115.2%
D DOMINION ENERGY, INC. 0.2%
Value ($000) $271 Shares 3,353 Est. Cost $41.44 Unrealized +36.1%
AMGN AMGEN INCORPORATED 0.2%
Value ($000) $246 Shares 1,415 Est. Cost $92.34 Unrealized +49.7%
DHR DANAHER CORP 0.2%
Value ($000) $244 Shares 2,624 Est. Cost $27.04 Unrealized +189.3%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $244 Shares 1,811 Est. Cost $104.73 Unrealized
V VISA INC - CLASS A SHARES 0.2%
Value ($000) $235 Shares 2,065 Est. Cost $63.90 Unrealized +63.4%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $234 Shares 3,851 Est. Cost $36.66 Unrealized +23.0%
CNP CENTERPOINT ENERGY, INC 0.2%
Value ($000) $233 Shares 8,200 Est. Cost $15.27 Unrealized +48.9%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $232 Shares 3,440 Est. Cost $55.63 Unrealized -7.9%
SJM J.M. SMUCKER COMPANY 0.2%
Value ($000) $219 Shares 1,765 Est. Cost $76.81 Unrealized +11.7%
MO ALTRIA GROUP, INC. 0.2%
Value ($000) $212 Shares 2,966 Est. Cost $21.51 Unrealized +70.4%
GIS GENERAL MILLS, INC 0.1%
Value ($000) $205 Shares 3,465 Est. Cost $33.43 Unrealized +21.3%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $197 Shares 7,060 Est. Cost $22.90 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $196 Shares 890 Est. Cost $86.04 Unrealized +116.2%
BLACKROCK INC 0.1%
Value ($000) $195 Shares 380 Est. Cost $343.32 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $186 Shares 6,299 Est. Cost $12.66 Unrealized +80.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $186 Shares 2,195 Est. Cost $41.33 Unrealized +55.1%
EXPRESS SCRIPTS HOLDING CO 0.1%
Value ($000) $185 Shares 2,475 Est. Cost $64.13 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $184 Shares 3,435 Est. Cost $24.73 Unrealized +57.9%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $178 Shares 3,777 Est. Cost $28.06 Unrealized +55.0%
AMAT APPLIED MATL INC 0.1%
Value ($000) $176 Shares 3,451 Est. Cost $13.04 Unrealized +279.1%
CMI CUMMINS INC 0.1%
Value ($000) $175 Shares 992 Est. Cost $82.54 Unrealized +67.4%
F FORD MOTOR CO DEL 0.1%
Value ($000) $171 Shares 13,640 Est. Cost $8.24 Unrealized -2.7%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $171 Shares 915 Est. Cost $138.88 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $163 Shares 1,319 Est. Cost $119.38 Unrealized
FDX FEDEX CORPORATION 0.1%
Value ($000) $162 Shares 647 Est. Cost $128.20 Unrealized +55.3%
XBI ETF SPDR S&P BIOTECH 0.1%
Value ($000) $161 Shares 1,895 Est. Cost $57.69 Unrealized
PM PHILIP MORRIS INTERNATIONAL W/I 0.1%
Value ($000) $153 Shares 1,448 Est. Cost $53.92 Unrealized +29.1%
GD GENERAL DYNAMICS CORPORATION 0.1%
Value ($000) $150 Shares 735 Est. Cost $67.72 Unrealized +151.6%
RAYTHEON CO COM NEW 0.1%
Value ($000) $144 Shares 765 Est. Cost $116.94 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $139 Shares 1,410 Est. Cost $75.00 Unrealized
SPG SIMON PROPERTY GROUP 0.1%
Value ($000) $136 Shares 792 Est. Cost $113.90 Unrealized -8.0%
THE BLACKSTONE GROUP LP 0.1%
Value ($000) $133 Shares 4,146 Est. Cost $36.38 Unrealized
NUE NUCOR 0.1%
Value ($000) $130 Shares 2,040 Est. Cost $34.63 Unrealized +41.4%
ACTIVISION BLIZZARD, INC. 0.1%
Value ($000) $127 Shares 2,010 Est. Cost $25.52 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $126 Shares 1,740 Est. Cost $77.96 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $122 Shares 803 Est. Cost $114.88 Unrealized
TRV TRAVELERS COS INC 0.1%
Value ($000) $119 Shares 875 Est. Cost $75.37 Unrealized +46.6%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $118 Shares 1,028 Est. Cost $51.70 Unrealized +47.4%
MS MORGAN STANLEY 0.1%
Value ($000) $114 Shares 2,179 Est. Cost $24.23 Unrealized +64.0%
PEG PUBLIC SERVICE ENTERPRISE GROUP, INC 0.1%
Value ($000) $111 Shares 2,164 Est. Cost $22.69 Unrealized +68.5%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $107 Shares 700 Est. Cost $74.09 Unrealized +53.0%
GLW CORNING INC 0.1%
Value ($000) $106 Shares 3,300 Est. Cost $12.88 Unrealized +95.9%
SNA SNAP-ON INC 0.1%
Value ($000) $106 Shares 609 Est. Cost $131.07 Unrealized +0.3%
AFL AFLAC INC. 0.1%
Value ($000) $100 Shares 1,140 Est. Cost $21.64 Unrealized +63.1%
CPB CAMPBELL SOUP COMPANY 0.1%
Value ($000) $100 Shares 2,080 Est. Cost $29.71 Unrealized +22.1%
MKC MCCORMICK & CO. 0.1%
Value ($000) $99 Shares 970 Est. Cost $30.17 Unrealized +41.5%
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 0.1%
Value ($000) $98 Shares 283 Est. Cost $312.70 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $95 Shares 456 Est. Cost $171.60 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $94 Shares 2,355 Est. Cost $25.47 Unrealized +20.5%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $92 Shares 1,115 Est. Cost $51.05 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $92 Shares 480 Est. Cost $10.60 Unrealized +81.6%
YUM YUM BRANDS INC. 0.1%
Value ($000) $90 Shares 1,100 Est. Cost $44.11 Unrealized +54.7%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $89 Shares 1,650 Est. Cost $25.66 Unrealized +66.2%
DUK DUKE ENERGY CORPORATION NEW 0.1%
Value ($000) $89 Shares 1,063 Est. Cost $50.77 Unrealized +23.4%
CLX CLOROX COMPANY 0.1%
Value ($000) $89 Shares 600 Est. Cost $75.42 Unrealized +42.6%
BP BP P.L.C. 0.1%
Value ($000) $87 Shares 2,066 Est. Cost $39.93 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $86 Shares 1,480 Est. Cost $28.23 Unrealized +33.2%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $85 Shares 632 Est. Cost $78.25 Unrealized +28.8%
AROW ARROW FINANCIAL CORPORATION 0.1%
Value ($000) $85 Shares 2,496 Est. Cost $18.18 Unrealized +31.3%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $83 Shares 1,945 Est. Cost $27.56 Unrealized +25.1%
HP HELMERICH & PAYNE, INC. 0.1%
Value ($000) $83 Shares 1,285 Est. Cost $61.57 Unrealized -8.9%
MA MASTERCARD INC - CLASS A 0.1%
Value ($000) $82 Shares 540 Est. Cost $91.83 Unrealized +54.8%
GUGGENHEIM S&P 500 EQ WGT STAPLES ETF 0.1%
Value ($000) $81 Shares 605 Est. Cost $119.01 Unrealized
TIME WARNER INC NEW 0.1%
Value ($000) $72 Shares 785 Est. Cost $77.34 Unrealized
VNQ VANGUARD VIPER REIT ETF 0.0%
Value ($000) $67 Shares 815 Est. Cost $84.98 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $66 Shares 555 Est. Cost $67.78 Unrealized +27.3%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $65 Shares 415 Est. Cost $102.33 Unrealized +35.7%
ETR ENTERGY CORPORATION 0.0%
Value ($000) $65 Shares 800 Est. Cost $20.57 Unrealized +50.2%
BUCKEYE PARTNERS, L.P. 0.0%
Value ($000) $63 Shares 1,275 Est. Cost $69.80 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.0%
Value ($000) $62 Shares 2,356 Est. Cost $32.25 Unrealized
WKC WORLD FUEL SERVICES CORPORATION 0.0%
Value ($000) $61 Shares 2,180 Est. Cost $39.58 Unrealized -23.8%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $60 Shares 340 Est. Cost $86.21 Unrealized +99.6%
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $60 Shares 500 Est. Cost $85.87 Unrealized +23.2%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $60 Shares 192 Est. Cost $15.53 Unrealized +40.0%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $56 Shares 535 Est. Cost $29.24 Unrealized +165.6%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $55 Shares 838 Est. Cost $58.93 Unrealized +7.9%
EXC EXELON CORP 0.0%
Value ($000) $54 Shares 1,365 Est. Cost $16.33 Unrealized +32.6%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $54 Shares 298 Est. Cost $159.46 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $51 Shares 690 Est. Cost $57.36 Unrealized -3.9%
XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 0.0%
Value ($000) $49 Shares 500 Est. Cost $60.53 Unrealized
ATHENAHEALTH INC. 0.0%
Value ($000) $47 Shares 350 Est. Cost $84.00 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $45 Shares 320 Est. Cost $70.28 Unrealized +87.8%
POWERSHARES QQQ 0.0%
Value ($000) $43 Shares 275 Est. Cost $116.36 Unrealized
VLO VALERO ENERGY NEW 0.0%
Value ($000) $43 Shares 460 Est. Cost $42.62 Unrealized +40.0%
TRUSTCO BK CORP N Y COM 0.0%
Value ($000) $42 Shares 4,570 Est. Cost $5.47 Unrealized
ESP ESPEY MFG. & ELECTRONICS CORP 0.0%
Value ($000) $42 Shares 1,750 Est. Cost $16.69 Unrealized +2.9%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $38 Shares 100 Est. Cost $352.33 Unrealized +14.3%
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $37 Shares 912 Est. Cost $18.38 Unrealized +76.7%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $37 Shares 484 Est. Cost $62.81 Unrealized
NVDA NVIDIA CORP. 0.0%
Value ($000) $35 Shares 180 Est. Cost $3.10 Unrealized +58.6%
PPG PPG INDUSTRIES 0.0%
Value ($000) $33 Shares 280 Est. Cost $77.00 Unrealized +28.6%
KKR & CO., LP 0.0%
Value ($000) $32 Shares 1,510 Est. Cost $21.52 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $32 Shares 125 Est. Cost $133.13 Unrealized +54.1%
CENTURYTEL INC 0.0%
Value ($000) $32 Shares 1,901 Est. Cost $22.69 Unrealized
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $32 Shares 485 Est. Cost $32.78 Unrealized +62.1%
DTE DTE ENERGY CO 0.0%
Value ($000) $31 Shares 280 Est. Cost $45.58 Unrealized +58.6%
WESTERN GAS PARTNERS LP 0.0%
Value ($000) $31 Shares 635 Est. Cost $50.48 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $31 Shares 300 Est. Cost $46.95 Unrealized +74.1%
HSBC HSBC HOLDINGS PLC SPONS ADRS 0.0%
Value ($000) $31 Shares 607 Est. Cost $52.72 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $30 Shares 400 Est. Cost $60.00 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $29 Shares 200 Est. Cost $121.23 Unrealized
ROYAL DUTCH SHELL PLC ADR 0.0%
Value ($000) $28 Shares 425 Est. Cost $58.38 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE 0.0%
Value ($000) $28 Shares 1,350 Est. Cost $43.63 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $28 Shares 90 Est. Cost $190.74 Unrealized +37.9%
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $27 Shares 560 Est. Cost $42.60 Unrealized -12.1%
HOG HARLEY DAVIDSON 0.0%
Value ($000) $27 Shares 535 Est. Cost $54.04 Unrealized -10.0%
EBAY EBAY INC 0.0%
Value ($000) $27 Shares 712 Est. Cost $22.94 Unrealized +44.0%
TD TORONTO-DOMINION BANK NEW 0.0%
Value ($000) $27 Shares 458 Est. Cost $45.84 Unrealized +24.6%
R RYDER SYSTEMS INC 0.0%
Value ($000) $25 Shares 300 Est. Cost $60.21 Unrealized +35.7%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $25 Shares 150 Est. Cost $171.51 Unrealized -1.2%
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $24 Shares 165 Est. Cost $68.98 Unrealized +51.7%
TJX TJX COS INC NEW 0.0%
Value ($000) $23 Shares 295 Est. Cost $29.38 Unrealized +10.3%
FTV FORTIVE CORPORATION 0.0%
Value ($000) $23 Shares 317 Est. Cost $30.87 Unrealized +43.5%
SUSA ISHARES MSCI USA ESG SELECT 0.0%
Value ($000) $22 Shares 200 Est. Cost $93.59 Unrealized
PREFERRED APARTMENT COMMUNITIES 0.0%
Value ($000) $22 Shares 1,090 Est. Cost $14.29 Unrealized
GLAXO SMITHKLINE PLC SPON ADR 0.0%
Value ($000) $22 Shares 625 Est. Cost $46.02 Unrealized
SCHW CHARLES SCHWAB CORPORATION 0.0%
Value ($000) $21 Shares 400 Est. Cost $27.64 Unrealized +52.4%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $21 Shares 285 Est. Cost $63.55 Unrealized +6.4%
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $21 Shares 215 Est. Cost $83.57 Unrealized
MONSANTO COMPANY 0.0%
Value ($000) $21 Shares 185 Est. Cost $104.83 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $20 Shares 63 Est. Cost $318.97 Unrealized +0.6%
CBRL CRACKER BARREL OLD COUNTRY 0.0%
Value ($000) $20 Shares 125 Est. Cost $72.69 Unrealized +54.4%
CRM SALESFORCE.COM, INC. 0.0%
Value ($000) $20 Shares 200 Est. Cost $74.25 Unrealized +35.6%
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $19 Shares 915 Est. Cost $18.04 Unrealized
NVRI HARSCO CORP 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $22.78 Unrealized -15.4%
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value ($000) $19 Shares 320 Est. Cost $44.44 Unrealized +11.9%
EOG EOG RESOURCES INC 0.0%
Value ($000) $18 Shares 165 Est. Cost $68.59 Unrealized +9.9%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $18 Shares 320 Est. Cost $36.62 Unrealized +30.5%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.0%
Value ($000) $18 Shares 865 Est. Cost $19.33 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $18 Shares 114 Est. Cost $108.89 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $17 Shares 175 Est. Cost $54.76 Unrealized +44.8%
GPC GENUINE PARTS 0.0%
Value ($000) $17 Shares 175 Est. Cost $67.20 Unrealized +7.3%
C CITIGROUP INC. 0.0%
Value ($000) $17 Shares 233 Est. Cost $45.20 Unrealized +24.9%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $16 Shares 105 Est. Cost $138.71 Unrealized +6.7%
PPL PPL CORP 0.0%
Value ($000) $16 Shares 515 Est. Cost $21.56 Unrealized +15.4%
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $15 Shares 250 Est. Cost $6.80 Unrealized +90.6%
RVTY PERKIN ELMER, INC 0.0%
Value ($000) $14 Shares 190 Est. Cost $31.21 Unrealized +125.1%
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $14 Shares 544 Est. Cost $20.12 Unrealized
KELLOGG COMPANY 0.0%
Value ($000) $14 Shares 200 Est. Cost $38.95 Unrealized +14.8%
DUN & BRADSTREET CORP NEW 0.0%
Value ($000) $14 Shares 117 Est. Cost $94.02 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $14 Shares 200 Est. Cost $44.96 Unrealized +44.9%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $14 Shares 150 Est. Cost $45.09 Unrealized +71.7%
SYY SYSCO CORPORATION 0.0%
Value ($000) $13 Shares 220 Est. Cost $27.56 Unrealized +66.2%
IPATH S&P GSCI CRUDE OIL TOTAL RETURN INDEX ETN 0.0%
Value ($000) $13 Shares 1,925 Est. Cost $9.87 Unrealized
AZN ASTRAZENECA PLC - ADR 0.0%
Value ($000) $13 Shares 385 Est. Cost $30.52 Unrealized
ANADARKO PETROLEUM CORP 0.0%
Value ($000) $13 Shares 235 Est. Cost $73.99 Unrealized
PRICELINE GROUP INC 0.0%
Value ($000) $12 Shares 7 Est. Cost $1148.23 Unrealized
NOBLE ENERGY INC. 0.0%
Value ($000) $12 Shares 400 Est. Cost $52.50 Unrealized
CBOE CBOE GLOBAL MARKETS, INC. 0.0%
Value ($000) $12 Shares 100 Est. Cost $45.89 Unrealized +129.7%
FE FIRSTENERGY CORP 0.0%
Value ($000) $12 Shares 408 Est. Cost $21.04 Unrealized +10.8%
SWX SOUTHWEST GAS CORP 0.0%
Value ($000) $12 Shares 150 Est. Cost $48.72 Unrealized +66.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $12 Shares 315 Est. Cost $24.73 Unrealized -5.8%
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $12 Shares 30 Est. Cost $83.63 Unrealized +46.3%
ENCANA CORP 0.0%
Value ($000) $11 Shares 816 Est. Cost $20.83 Unrealized
ICLN ETF ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $11 Shares 1,155 Est. Cost $8.66 Unrealized
OC OWENS CORNING INC. 0.0%
Value ($000) $11 Shares 120 Est. Cost $84.25 Unrealized 0.0%
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $11 Shares 130 Est. Cost $84.62 Unrealized
KEY KEYCORP NEW COM 0.0%
Value ($000) $11 Shares 542 Est. Cost $6.48 Unrealized +101.7%
LEUCADIA NATIONAL CORP 0.0%
Value ($000) $11 Shares 405 Est. Cost $25.24 Unrealized
VYX NCR CORPORATION 0.0%
Value ($000) $11 Shares 321 Est. Cost $19.87 Unrealized +2.1%
LFUS LITTELFUSE INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $92.47 Unrealized +116.8%
UNITED STATES STEEL CORP 0.0%
Value ($000) $10 Shares 275 Est. Cost $32.73 Unrealized
GRNB VANECK VECTORS GREEN BOND -ETF 0.0%
Value ($000) $10 Shares 385 Est. Cost $25.97 Unrealized
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $10 Shares 480 Est. Cost $18.32 Unrealized +13.4%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $10 Shares 55 Est. Cost $172.65 Unrealized -2.2%
TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.0%
Value ($000) $10 Shares 95 Est. Cost $70.04 Unrealized +55.9%
TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD. ADS 0.0%
Value ($000) $9 Shares 468 Est. Cost $29.71 Unrealized
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $9 Shares 75 Est. Cost $106.67 Unrealized
UNILEVER PLC 0.0%
Value ($000) $9 Shares 170 Est. Cost $58.82 Unrealized
VMWARE INC 0.0%
Value ($000) $9 Shares 75 Est. Cost $70.00 Unrealized
JD JD.COM INC.-ADR 0.0%
Value ($000) $9 Shares 210 Est. Cost $42.86 Unrealized
WT WISDOMTREE INVESTMENTS INC 0.0%
Value ($000) $8 Shares 600 Est. Cost $10.87 Unrealized +5.6%
ABEV AMBEV SA-ADR 0.0%
Value ($000) $8 Shares 1,300 Est. Cost $6.92 Unrealized
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $8 Shares 70 Est. Cost $94.86 Unrealized +13.8%
ETN EATON CORP PLC 0.0%
Value ($000) $8 Shares 100 Est. Cost $63.85 Unrealized +3.8%
XHB SPDR S & P HOMEBULDERS ETF 0.0%
Value ($000) $8 Shares 187 Est. Cost $33.54 Unrealized
LAM RESEARCH CORP COMMON 0.0%
Value ($000) $7 Shares 40 Est. Cost $175.00 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $7 Shares 45 Est. Cost $57.67 Unrealized +97.6%
ARISTA NETWORKS INC. 0.0%
Value ($000) $7 Shares 30 Est. Cost $133.33 Unrealized
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $22.65 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $7 Shares 250 Est. Cost $26.38 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE TRUST ETF 0.0%
Value ($000) $6 Shares 25 Est. Cost $212.12 Unrealized
BEN FRANKLIN RESOURCES, INC. 0.0%
Value ($000) $6 Shares 150 Est. Cost $30.69 Unrealized -9.8%
MPLX MPLX LP 0.0%
Value ($000) $6 Shares 160 Est. Cost $30.19 Unrealized
MKL MARKEL CORP HOLDING COMPANY 0.0%
Value ($000) $6 Shares 5 Est. Cost $678.17 Unrealized +61.2%
NTAP NETAPP, INC. 0.0%
Value ($000) $6 Shares 100 Est. Cost $26.74 Unrealized +51.6%
AA ALCOA CORP 0.0%
Value ($000) $6 Shares 119 Est. Cost $25.90 Unrealized +68.6%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $6 Shares 435 Est. Cost $34.67 Unrealized -58.3%
TWENTY-FIRST CENTURY FOX-A 0.0%
Value ($000) $5 Shares 150 Est. Cost $26.67 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $5 Shares 360 Est. Cost $15.88 Unrealized
KMI KINDER MORGAN INC. 0.0%
Value ($000) $5 Shares 300 Est. Cost $15.01 Unrealized -24.1%
BALL BALL CORPORATION 0.0%
Value ($000) $5 Shares 124 Est. Cost $28.27 Unrealized +31.2%
WY WEYERHAEUSER COMPANY 0.0%
Value ($000) $5 Shares 150 Est. Cost $23.66 Unrealized +8.8%
PETS PETMED EXPRESS INC. 0.0%
Value ($000) $5 Shares 100 Est. Cost $13.04 Unrealized +202.2%
FXI ISHARES CHINA LARGE CAP ETF 0.0%
Value ($000) $5 Shares 115 Est. Cost $34.78 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $5 Shares 31 Est. Cost $129.87 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $5 Shares 100 Est. Cost $38.77 Unrealized +42.7%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $5 Shares 120 Est. Cost $29.67 Unrealized +9.4%
SEATTLE GENETICS INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $49.13 Unrealized +9.7%
SPLUNK INC. 0.0%
Value ($000) $4 Shares 50 Est. Cost $60.00 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $4 Shares 35 Est. Cost $82.78 Unrealized +30.6%
SYF SYNCHRONY FINANCIALS 0.0%
Value ($000) $4 Shares 105 Est. Cost $28.01 Unrealized 0.0%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $46.67 Unrealized +20.1%
POST POST HOLDINGS INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $35.89 Unrealized +48.2%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $4 Shares 15 Est. Cost $200.00 Unrealized
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $14.10 Unrealized +57.6%
GPK GRAPHIC PACKAGING HOLDING COMPANY 0.0%
Value ($000) $4 Shares 250 Est. Cost $7.63 Unrealized +97.2%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $115.47 Unrealized +8.4%
EWH ISHARES MSCI HONG KONG ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $18.58 Unrealized
HUBS HUBSPOT INC. 0.0%
Value ($000) $3 Shares 30 Est. Cost $71.60 Unrealized +17.2%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $111.11 Unrealized
EQR EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT 0.0%
Value ($000) $3 Shares 50 Est. Cost $31.42 Unrealized +57.0%
THO THOR INDUSTRIES INC. 0.0%
Value ($000) $3 Shares 20 Est. Cost $117.35 Unrealized 0.0%
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $3 Shares 60 Est. Cost $5.40 Unrealized +2.2%
SRE SEMPRA ENERGY 0.0%
Value ($000) $3 Shares 30 Est. Cost $36.32 Unrealized +22.7%
XLB MATERIAL SELECT SECTOR SPDR TRUST 0.0%
Value ($000) $3 Shares 50 Est. Cost $47.67 Unrealized
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $3 Shares 20 Est. Cost $113.13 Unrealized +0.5%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $3 Shares 40 Est. Cost $69.39 Unrealized -0.2%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $3 Shares 17 Est. Cost $99.76 Unrealized +51.5%
MATCH GROUP INC. 0.0%
Value ($000) $3 Shares 85 Est. Cost $23.53 Unrealized
PCG P G & E CORP 0.0%
Value ($000) $3 Shares 64 Est. Cost $56.53 Unrealized -2.0%
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $2 Shares 10 Est. Cost $171.20 Unrealized +32.7%
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $2 Shares 100 Est. Cost $100.00 Unrealized
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $2 Shares 30 Est. Cost $91.53 Unrealized -21.3%
SLV ETF ISHARES SILVER TR 0.0%
Value ($000) $2 Shares 150 Est. Cost $19.01 Unrealized
SONY SONY CORP ADR 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
TRIP TRIPADVISOR INC 0.0%
Value ($000) $2 Shares 70 Est. Cost $56.03 Unrealized -42.7%
TRANSCANADA CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
COHERENT INC. 0.0%
Value ($000) $2 Shares 8 Est. Cost $250.00 Unrealized
CLOUD PEAK ENERGY INC. 0.0%
Value ($000) $1 Shares 175 Est. Cost $17.14 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $256.58 Unrealized +5.4%
M MACY'S INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $37.97 Unrealized -42.2%
ULTA ULTA SALON COSMETICS & FRAGRANCE, INC. 0.0%
Value ($000) $1 Shares 3 Est. Cost $249.77 Unrealized -15.3%
VIACOM INCORPORATED CLASS B 0.0%
Value ($000) $1 Shares 36 Est. Cost $40.00 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $3.46 Unrealized +238.0%
LEGACY RESERVES 0.0%
Value ($000) $0 Shares 200 Est. Cost $25.00 Unrealized
YRC WORLDWIDE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $32.52 Unrealized -27.1%
PLUG PLUG POWER INC. 0.0%
Value ($000) $0 Shares 110 Est. Cost $4.62 Unrealized -44.5%
JSDA JONES SODA COMPANY 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.51 Unrealized -17.6%
ATI ALLEGHENY TECHNOLOGIES, INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $26.04 Unrealized -8.6%
DDD 3D SYSTEMS CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $24.12 Unrealized -57.4%
SSYS STRATASYS LTD 0.0%
Value ($000) $0 Shares 15 Est. Cost $41.95 Unrealized -48.1%
ANF ABERCROMBIE & FITCH CO. 0.0%
Value ($000) $0 Shares 3 Est. Cost $18.99 Unrealized -27.9%
TERRA INVENTIONS CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized