ADIRONDACK TRUST CO Diversified Active

CIK: 0001054257 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 26, 2018

Total Value ($000): $141,768 (100.0% shares, 0.0% debt)

Holdings (334)

SPY SPDR S & P 500 ETF TRUST 10.3%
Value ($000) $14,641 Shares 53,971 Est. Cost $172.12 Unrealized
VTHR ETF VANGUARD RUSSELL 3000 5.7%
Value ($000) $8,144 Shares 64,755 Est. Cost $98.18 Unrealized
TIP ISHARES TIPS BOND ETF 5.5%
Value ($000) $7,751 Shares 68,677 Est. Cost $112.01 Unrealized
MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF 4.4%
Value ($000) $6,253 Shares 17,616 Est. Cost $212.85 Unrealized
OPPENHEIMER DEVELOPING MARKETS FUND 4.3%
Value ($000) $6,145 Shares 144,764 Est. Cost $35.79 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $3,825 Shares 20,663 Est. Cost $19.51 Unrealized +119.1%
IJR ISHARES CORE S&P SMALL-CAP ETF 2.6%
Value ($000) $3,702 Shares 44,356 Est. Cost $79.88 Unrealized
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $3,662 Shares 30,180 Est. Cost $61.57 Unrealized +63.6%
AMZN AMAZON. COM, INC 2.3%
Value ($000) $3,245 Shares 1,909 Est. Cost $21.66 Unrealized +266.5%
INTC INTEL CORP 2.0%
Value ($000) $2,782 Shares 55,970 Est. Cost $17.99 Unrealized +150.4%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $2,729 Shares 32,985 Est. Cost $55.43 Unrealized +1.3%
MSFT MICROSOFT CORP 1.9%
Value ($000) $2,694 Shares 27,321 Est. Cost $29.61 Unrealized +203.1%
PEP PEPSICO INC 1.9%
Value ($000) $2,690 Shares 24,710 Est. Cost $57.50 Unrealized +42.1%
UNITED TECHNOLOGIES CORP 1.9%
Value ($000) $2,683 Shares 21,462 Est. Cost $93.93 Unrealized
PG PROCTER & GAMBLE CO 1.8%
Value ($000) $2,546 Shares 32,615 Est. Cost $55.94 Unrealized +10.5%
HD HOME DEPOT INC 1.4%
Value ($000) $1,980 Shares 10,152 Est. Cost $65.44 Unrealized +136.9%
MCD MCDONALDS CORP 1.4%
Value ($000) $1,938 Shares 12,371 Est. Cost $74.16 Unrealized +82.7%
JPM JPMORGAN CHASE & CO COM 1.3%
Value ($000) $1,866 Shares 17,900 Est. Cost $40.27 Unrealized +121.1%
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $1,798 Shares 35,737 Est. Cost $27.02 Unrealized +19.2%
VO VANGUARD MID-CAP ETF 1.3%
Value ($000) $1,773 Shares 11,250 Est. Cost $154.44 Unrealized
T AT&T INC. 1.2%
Value ($000) $1,748 Shares 54,439 Est. Cost $11.60 Unrealized +25.3%
VWO VANGUARD MSCI EMERGING MARKETS ETF 1.2%
Value ($000) $1,646 Shares 39,014 Est. Cost $41.26 Unrealized
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $1,548 Shares 9,270 Est. Cost $14.26 Unrealized +134.3%
CVX CHEVRON CORPORATION 1.1%
Value ($000) $1,490 Shares 11,784 Est. Cost $71.56 Unrealized +24.6%
DIS DISNEY (WALT) COMPANY HOLDING CO 1.1%
Value ($000) $1,490 Shares 14,210 Est. Cost $61.72 Unrealized +57.4%
BMY BRISTOL MYERS SQUIBB CO 1.0%
Value ($000) $1,398 Shares 25,266 Est. Cost $29.27 Unrealized +38.8%
CAT CATERPILLAR INC 0.9%
Value ($000) $1,333 Shares 9,824 Est. Cost $64.55 Unrealized +96.0%
BRK/B BERKSHIRE HATHAWAY INC. DEL CLASS B 0.9%
Value ($000) $1,326 Shares 7,103 Est. Cost $128.82 Unrealized +51.3%
BA BOEING 0.9%
Value ($000) $1,317 Shares 3,925 Est. Cost $101.15 Unrealized +226.6%
VXUS ETF VANGUARD TOTAL INTL STOCK 0.9%
Value ($000) $1,313 Shares 24,275 Est. Cost $51.74 Unrealized
META FACEBOOK INC 0.9%
Value ($000) $1,289 Shares 6,633 Est. Cost $117.85 Unrealized +52.3%
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $1,266 Shares 4,283 Est. Cost $87.63 Unrealized +199.6%
EFA ISHARES MSCI EAFE ETF FUND 0.8%
Value ($000) $1,204 Shares 17,966 Est. Cost $63.09 Unrealized
ABBV ABBVIE INC. 0.8%
Value ($000) $1,167 Shares 12,588 Est. Cost $40.67 Unrealized +73.3%
WM WASTE MANAGEMENT INC NEW 0.8%
Value ($000) $1,127 Shares 13,863 Est. Cost $35.00 Unrealized +107.7%
IBM INTL BUSINESS MACHINES 0.8%
Value ($000) $1,083 Shares 7,750 Est. Cost $115.31 Unrealized -13.3%
OEF ISHARES S & P 100 ETF 0.7%
Value ($000) $1,008 Shares 8,425 Est. Cost $74.96 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $1,005 Shares 22,907 Est. Cost $28.14 Unrealized +20.9%
ADP AUTOMATIC DATA PROCESSING INC 0.7%
Value ($000) $988 Shares 7,368 Est. Cost $46.36 Unrealized +132.4%
CL COLGATE PALMOLIVE 0.7%
Value ($000) $930 Shares 14,335 Est. Cost $44.44 Unrealized +22.9%
CSCO CISCO SYSTEMS INC. 0.7%
Value ($000) $930 Shares 21,638 Est. Cost $16.19 Unrealized +114.6%
BND VANGUARD TOTAL BOND MARKET FUND ETF 0.6%
Value ($000) $807 Shares 10,189 Est. Cost $80.99 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.5%
Value ($000) $767 Shares 17,887 Est. Cost $44.32 Unrealized
COP CONOCOPHILLIPS 0.5%
Value ($000) $751 Shares 10,787 Est. Cost $40.54 Unrealized +27.8%
SO SOUTHERN CO 0.5%
Value ($000) $738 Shares 15,935 Est. Cost $27.18 Unrealized +20.9%
PFE PFIZER INC 0.5%
Value ($000) $706 Shares 19,480 Est. Cost $17.34 Unrealized +40.1%
XLK TECHNOLOGY SELECT SECT SPDR 0.5%
Value ($000) $651 Shares 9,370 Est. Cost $46.16 Unrealized
GENERAL ELECTRIC CO 0.5%
Value ($000) $646 Shares 47,415 Est. Cost $23.81 Unrealized
CVS CVS HEALTH CORP 0.5%
Value ($000) $638 Shares 9,908 Est. Cost $47.60 Unrealized +8.6%
SYK STRYKER CORP 0.4%
Value ($000) $627 Shares 3,715 Est. Cost $56.92 Unrealized +171.9%
ACN ACCENTURE PLC 0.4%
Value ($000) $618 Shares 3,777 Est. Cost $66.21 Unrealized +110.4%
MRK MERCK & CO., INC 0.4%
Value ($000) $617 Shares 10,156 Est. Cost $34.86 Unrealized +27.7%
PSX PHILLIPS 66 0.4%
Value ($000) $605 Shares 5,388 Est. Cost $40.60 Unrealized +104.8%
MMM 3M CO COM 0.4%
Value ($000) $595 Shares 3,022 Est. Cost $68.96 Unrealized +88.7%
LLY ELI LILLY & CO 0.4%
Value ($000) $590 Shares 6,919 Est. Cost $46.38 Unrealized +58.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value ($000) $562 Shares 4,005 Est. Cost $106.94 Unrealized
EMR EMERSON ELECTRIC 0.4%
Value ($000) $540 Shares 7,820 Est. Cost $40.88 Unrealized +43.5%
QCOM QUALCOMM INC 0.4%
Value ($000) $511 Shares 9,124 Est. Cost $45.37 Unrealized +1.2%
PRAXAIR 0.3%
Value ($000) $495 Shares 3,128 Est. Cost $115.71 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $491 Shares 8,041 Est. Cost $31.43 Unrealized +69.1%
AQUA AMERICA INC 0.3%
Value ($000) $478 Shares 13,580 Est. Cost $30.01 Unrealized
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $475 Shares 1,985 Est. Cost $78.11 Unrealized +154.1%
WMT WALMART INC 0.3%
Value ($000) $466 Shares 5,442 Est. Cost $20.04 Unrealized +26.0%
AMT AMERICAN TOWER CORPORATION 0.3%
Value ($000) $464 Shares 3,218 Est. Cost $61.95 Unrealized +83.7%
CSX CSX CORPORATION 0.3%
Value ($000) $447 Shares 7,010 Est. Cost $7.59 Unrealized +144.9%
NKE NIKE, INC 0.3%
Value ($000) $440 Shares 5,523 Est. Cost $47.29 Unrealized +35.0%
AETNA INC COM 0.3%
Value ($000) $386 Shares 2,103 Est. Cost $66.98 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $374 Shares 4,907 Est. Cost $48.90 Unrealized +22.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $372 Shares 4,895 Est. Cost $75.32 Unrealized
GILD GILEAD SCIENCES, INC. 0.3%
Value ($000) $368 Shares 5,190 Est. Cost $48.70 Unrealized +8.3%
LOW LOWES COMPANIES INC 0.3%
Value ($000) $364 Shares 3,815 Est. Cost $41.46 Unrealized +89.8%
MET METLIFE INC 0.3%
Value ($000) $359 Shares 8,227 Est. Cost $29.14 Unrealized +23.3%
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 0.3%
Value ($000) $356 Shares 3,349 Est. Cost $107.96 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $337 Shares 2,345 Est. Cost $112.71 Unrealized
CELGENE CORP 0.2%
Value ($000) $330 Shares 4,154 Est. Cost $102.53 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $327 Shares 1,566 Est. Cost $117.81 Unrealized +50.9%
XBI ETF SPDR S&P BIOTECH 0.2%
Value ($000) $323 Shares 3,395 Est. Cost $70.59 Unrealized
AXP AMERICAN EXPRESS 0.2%
Value ($000) $299 Shares 3,056 Est. Cost $61.38 Unrealized +44.3%
DE DEERE & CO (JOHN DEERE) 0.2%
Value ($000) $299 Shares 2,140 Est. Cost $71.95 Unrealized +82.6%
GD GENERAL DYNAMICS CORPORATION 0.2%
Value ($000) $298 Shares 1,600 Est. Cost $127.84 Unrealized +34.6%
BLACKROCK INC 0.2%
Value ($000) $292 Shares 586 Est. Cost $404.97 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.2%
Value ($000) $272 Shares 1,962 Est. Cost $50.53 Unrealized +142.7%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $269 Shares 4,013 Est. Cost $55.62 Unrealized -1.0%
DHR DANAHER CORP 0.2%
Value ($000) $264 Shares 2,679 Est. Cost $28.80 Unrealized +198.5%
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $259 Shares 5,320 Est. Cost $37.73 Unrealized +27.4%
V VISA INC - CLASS A SHARES 0.2%
Value ($000) $255 Shares 1,929 Est. Cost $63.90 Unrealized +91.0%
AMGN AMGEN INCORPORATED 0.2%
Value ($000) $251 Shares 1,361 Est. Cost $92.34 Unrealized +51.9%
KMB KIMBERLY CLARK 0.2%
Value ($000) $246 Shares 2,332 Est. Cost $68.73 Unrealized +15.5%
D DOMINION ENERGY, INC. 0.2%
Value ($000) $234 Shares 3,430 Est. Cost $41.83 Unrealized +10.8%
FDX FEDEX CORPORATION 0.2%
Value ($000) $234 Shares 1,032 Est. Cost $162.36 Unrealized +33.3%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $219 Shares 3,955 Est. Cost $37.38 Unrealized +15.9%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $218 Shares 7,753 Est. Cost $15.12 Unrealized +64.4%
SJM J.M. SMUCKER COMPANY 0.1%
Value ($000) $207 Shares 1,931 Est. Cost $78.55 Unrealized +11.8%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $206 Shares 1,010 Est. Cost $144.96 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $198 Shares 505 Est. Cost $11.77 Unrealized +189.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $197 Shares 801 Est. Cost $86.04 Unrealized +146.5%
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $190 Shares 3,352 Est. Cost $23.26 Unrealized +38.4%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $186 Shares 6,995 Est. Cost $22.90 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $179 Shares 3,570 Est. Cost $25.10 Unrealized +48.4%
CNP CENTERPOINT ENERGY, INC 0.1%
Value ($000) $172 Shares 6,200 Est. Cost $15.27 Unrealized +36.8%
RAYTHEON CO COM NEW 0.1%
Value ($000) $167 Shares 862 Est. Cost $126.31 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.1%
Value ($000) $161 Shares 2,089 Est. Cost $64.13 Unrealized
ORCL ORACLE CORPORATION 0.1%
Value ($000) $159 Shares 3,626 Est. Cost $28.06 Unrealized +46.7%
ACTIVISION BLIZZARD, INC. 0.1%
Value ($000) $156 Shares 2,040 Est. Cost $26.12 Unrealized
XLU AMEX UTILITIES SELECT INDEX SHS BEN INT 0.1%
Value ($000) $152 Shares 2,930 Est. Cost $51.58 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $145 Shares 1,219 Est. Cost $119.38 Unrealized
GIS GENERAL MILLS, INC 0.1%
Value ($000) $143 Shares 3,235 Est. Cost $33.43 Unrealized -0.0%
AMAT APPLIED MATL INC 0.1%
Value ($000) $141 Shares 3,046 Est. Cost $13.04 Unrealized +262.3%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $138 Shares 1,410 Est. Cost $75.00 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $132 Shares 803 Est. Cost $114.88 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $132 Shares 992 Est. Cost $82.54 Unrealized +48.5%
XLB MATERIAL SELECT SECTOR SPDR TRUST 0.1%
Value ($000) $132 Shares 2,270 Est. Cost $56.89 Unrealized
NUE NUCOR 0.1%
Value ($000) $130 Shares 2,075 Est. Cost $34.99 Unrealized +54.6%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $129 Shares 606 Est. Cost $180.18 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $124 Shares 1,591 Est. Cost $41.33 Unrealized +40.4%
THE BLACKSTONE GROUP LP 0.1%
Value ($000) $123 Shares 3,840 Est. Cost $36.33 Unrealized
PM PHILIP MORRIS INTERNATIONAL W/I 0.1%
Value ($000) $123 Shares 1,529 Est. Cost $54.46 Unrealized +3.9%
BP BP P.L.C. 0.1%
Value ($000) $117 Shares 2,563 Est. Cost $40.85 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP, INC 0.1%
Value ($000) $117 Shares 2,164 Est. Cost $22.69 Unrealized +74.9%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $116 Shares 2,228 Est. Cost $31.56 Unrealized +15.2%
SPG SIMON PROPERTY GROUP 0.1%
Value ($000) $113 Shares 662 Est. Cost $112.71 Unrealized -6.7%
MKC MCCORMICK & CO. 0.1%
Value ($000) $112 Shares 970 Est. Cost $30.17 Unrealized +50.5%
F FORD MOTOR CO DEL 0.1%
Value ($000) $111 Shares 10,065 Est. Cost $8.24 Unrealized -6.0%
NVDA NVIDIA CORP. 0.1%
Value ($000) $110 Shares 463 Est. Cost $4.76 Unrealized +26.2%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $108 Shares 1,150 Est. Cost $54.59 Unrealized +27.7%
TRV TRAVELERS COS INC 0.1%
Value ($000) $107 Shares 875 Est. Cost $75.37 Unrealized +47.1%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $104 Shares 723 Est. Cost $75.47 Unrealized +50.5%
MA MASTERCARD INC - CLASS A 0.1%
Value ($000) $99 Shares 505 Est. Cost $93.58 Unrealized +92.7%
SNA SNAP-ON INC 0.1%
Value ($000) $98 Shares 609 Est. Cost $131.07 Unrealized -5.1%
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W 0.1%
Value ($000) $97 Shares 273 Est. Cost $312.70 Unrealized
HP HELMERICH & PAYNE, INC. 0.1%
Value ($000) $97 Shares 1,515 Est. Cost $62.55 Unrealized +8.8%
DUK DUKE ENERGY CORPORATION NEW 0.1%
Value ($000) $95 Shares 1,203 Est. Cost $51.39 Unrealized +9.8%
MS MORGAN STANLEY 0.1%
Value ($000) $94 Shares 1,992 Est. Cost $25.91 Unrealized +59.9%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $93 Shares 1,115 Est. Cost $51.05 Unrealized
GLW CORNING INC 0.1%
Value ($000) $91 Shares 3,300 Est. Cost $12.88 Unrealized +73.8%
AROW ARROW FINANCIAL CORPORATION 0.1%
Value ($000) $91 Shares 2,496 Est. Cost $18.18 Unrealized +36.9%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $91 Shares 856 Est. Cost $74.00 Unrealized +13.2%
CPB CAMPBELL SOUP COMPANY 0.1%
Value ($000) $84 Shares 2,080 Est. Cost $29.71 Unrealized +1.6%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $82 Shares 338 Est. Cost $92.88 Unrealized +154.7%
CLX CLOROX COMPANY 0.1%
Value ($000) $81 Shares 600 Est. Cost $75.42 Unrealized +31.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $81 Shares 1,974 Est. Cost $27.92 Unrealized +19.4%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $79 Shares 2,402 Est. Cost $25.59 Unrealized +4.9%
TSLA TESLA MOTORS INC 0.1%
Value ($000) $75 Shares 219 Est. Cost $16.30 Unrealized +24.7%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $69 Shares 1,281 Est. Cost $25.66 Unrealized +73.7%
SCHW CHARLES SCHWAB CORPORATION 0.0%
Value ($000) $68 Shares 1,326 Est. Cost $42.19 Unrealized +18.1%
EPD ENTERPRISE PRODUCTS PARTNERS L.P. 0.0%
Value ($000) $67 Shares 2,416 Est. Cost $32.12 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $66 Shares 807 Est. Cost $84.48 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $65 Shares 456 Est. Cost $78.25 Unrealized +50.5%
ETR ENTERGY CORPORATION 0.0%
Value ($000) $65 Shares 800 Est. Cost $20.57 Unrealized +45.2%
EXC EXELON CORP 0.0%
Value ($000) $62 Shares 1,465 Est. Cost $16.62 Unrealized +32.2%
YUM YUM BRANDS INC. 0.0%
Value ($000) $61 Shares 780 Est. Cost $44.11 Unrealized +64.5%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $59 Shares 535 Est. Cost $29.24 Unrealized +198.5%
ZBH ZIMMER HOLDINGS INC. 0.0%
Value ($000) $56 Shares 500 Est. Cost $85.87 Unrealized +19.1%
ATHENAHEALTH INC. 0.0%
Value ($000) $56 Shares 350 Est. Cost $84.00 Unrealized
XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND 0.0%
Value ($000) $55 Shares 500 Est. Cost $60.53 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $55 Shares 298 Est. Cost $159.46 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $54 Shares 600 Est. Cost $63.83 Unrealized +24.7%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $53 Shares 628 Est. Cost $57.93 Unrealized +14.5%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $51 Shares 380 Est. Cost $102.33 Unrealized +34.6%
VLO VALERO ENERGY NEW 0.0%
Value ($000) $49 Shares 440 Est. Cost $43.53 Unrealized +89.7%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $49 Shares 666 Est. Cost $58.91 Unrealized +4.4%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $47 Shares 135 Est. Cost $350.66 Unrealized -11.3%
ESP ESPEY MFG. & ELECTRONICS CORP 0.0%
Value ($000) $47 Shares 1,750 Est. Cost $16.69 Unrealized +27.0%
BUCKEYE PARTNERS, L.P. 0.0%
Value ($000) $45 Shares 1,275 Est. Cost $69.80 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $41 Shares 133 Est. Cost $224.01 Unrealized +30.1%
NJR NEW JERSEY RESOURCES CORP 0.0%
Value ($000) $41 Shares 912 Est. Cost $18.38 Unrealized +76.1%
TRUSTCO BK CORP N Y COM 0.0%
Value ($000) $40 Shares 4,570 Est. Cost $5.47 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $39 Shares 550 Est. Cost $63.47 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $38 Shares 172 Est. Cost $154.37 Unrealized +30.0%
KKR & CO., LP 0.0%
Value ($000) $38 Shares 1,510 Est. Cost $21.52 Unrealized
CRM SALESFORCE.COM, INC. 0.0%
Value ($000) $37 Shares 270 Est. Cost $85.11 Unrealized +48.1%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $37 Shares 838 Est. Cost $58.93 Unrealized -20.3%
WKC WORLD FUEL SERVICES CORPORATION 0.0%
Value ($000) $36 Shares 1,780 Est. Cost $39.58 Unrealized -41.5%
INGR INGREDION INC 0.0%
Value ($000) $35 Shares 320 Est. Cost $70.28 Unrealized +67.3%
ROYAL DUTCH SHELL PLC ADR 0.0%
Value ($000) $35 Shares 505 Est. Cost $60.11 Unrealized
C CITIGROUP INC. 0.0%
Value ($000) $32 Shares 483 Est. Cost $50.40 Unrealized +5.2%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $31 Shares 440 Est. Cost $62.81 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $30 Shares 222 Est. Cost $80.88 Unrealized +38.0%
DTE DTE ENERGY CO 0.0%
Value ($000) $29 Shares 280 Est. Cost $45.58 Unrealized +47.0%
PPG PPG INDUSTRIES 0.0%
Value ($000) $29 Shares 280 Est. Cost $77.00 Unrealized +19.0%
DEO DIAGEO PLC 0.0%
Value ($000) $29 Shares 200 Est. Cost $121.23 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $29 Shares 308 Est. Cost $29.64 Unrealized +33.5%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.0%
Value ($000) $29 Shares 1,485 Est. Cost $19.13 Unrealized
HSBC HSBC HOLDINGS PLC SPONS ADRS 0.0%
Value ($000) $29 Shares 607 Est. Cost $52.72 Unrealized
TD TORONTO-DOMINION BANK NEW 0.0%
Value ($000) $26 Shares 458 Est. Cost $45.84 Unrealized +24.8%
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $25 Shares 485 Est. Cost $32.78 Unrealized +45.7%
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $24 Shares 527 Est. Cost $42.59 Unrealized +0.1%
ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX 0.0%
Value ($000) $23 Shares 605 Est. Cost $38.52 Unrealized
SUSA ISHARES MSCI USA ESG SELECT 0.0%
Value ($000) $23 Shares 200 Est. Cost $93.59 Unrealized
HOG HARLEY DAVIDSON 0.0%
Value ($000) $23 Shares 535 Est. Cost $54.04 Unrealized -22.0%
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $22 Shares 215 Est. Cost $83.57 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $22 Shares 150 Est. Cost $171.51 Unrealized -11.4%
NVRI HARSCO CORP 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $22.78 Unrealized +1.3%
FTV FORTIVE CORPORATION 0.0%
Value ($000) $22 Shares 287 Est. Cost $36.24 Unrealized +27.7%
CENTURYTEL INC 0.0%
Value ($000) $22 Shares 1,181 Est. Cost $22.69 Unrealized
R RYDER SYSTEMS INC 0.0%
Value ($000) $22 Shares 300 Est. Cost $60.21 Unrealized +16.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $22 Shares 628 Est. Cost $23.12 Unrealized -14.5%
PREFERRED APARTMENT COMMUNITIES 0.0%
Value ($000) $20 Shares 1,150 Est. Cost $14.32 Unrealized
CBRL CRACKER BARREL OLD COUNTRY 0.0%
Value ($000) $20 Shares 125 Est. Cost $72.69 Unrealized +61.1%
CHTR CHARTER COMMUNICATIONS,INC-A 0.0%
Value ($000) $20 Shares 68 Est. Cost $351.59 Unrealized -18.3%
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value ($000) $19 Shares 356 Est. Cost $44.81 Unrealized -1.2%
EOG EOG RESOURCES INC 0.0%
Value ($000) $19 Shares 154 Est. Cost $68.59 Unrealized +27.2%
BIIB BIOGEN INC 0.0%
Value ($000) $19 Shares 65 Est. Cost $318.71 Unrealized -11.8%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $19 Shares 114 Est. Cost $108.89 Unrealized
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $18 Shares 915 Est. Cost $18.04 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $18 Shares 105 Est. Cost $138.71 Unrealized +11.8%
WMB THE WILLIAMS CO. INC. 0.0%
Value ($000) $17 Shares 645 Est. Cost $19.06 Unrealized -9.5%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $17 Shares 200 Est. Cost $85.00 Unrealized
SHIRE PLC 0.0%
Value ($000) $17 Shares 99 Est. Cost $161.62 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $17 Shares 285 Est. Cost $63.55 Unrealized -6.4%
ANADARKO PETROLEUM CORP 0.0%
Value ($000) $16 Shares 219 Est. Cost $73.99 Unrealized
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $10.67 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.0%
Value ($000) $16 Shares 200 Est. Cost $44.96 Unrealized +56.6%
GPC GENUINE PARTS 0.0%
Value ($000) $16 Shares 175 Est. Cost $67.20 Unrealized +8.8%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $16 Shares 55 Est. Cost $178.07 Unrealized +30.4%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $16 Shares 320 Est. Cost $36.62 Unrealized +34.9%
GLAXO SMITHKLINE PLC SPON ADR 0.0%
Value ($000) $16 Shares 400 Est. Cost $46.02 Unrealized
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value ($000) $16 Shares 250 Est. Cost $6.80 Unrealized +153.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $15 Shares 340 Est. Cost $44.12 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $15 Shares 126 Est. Cost $119.05 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $15 Shares 150 Est. Cost $45.09 Unrealized +93.2%
SYY SYSCO CORPORATION 0.0%
Value ($000) $15 Shares 220 Est. Cost $27.56 Unrealized +89.6%
NOBLE ENERGY INC. 0.0%
Value ($000) $15 Shares 400 Est. Cost $52.50 Unrealized
RVTY PERKIN ELMER, INC 0.0%
Value ($000) $14 Shares 190 Est. Cost $31.21 Unrealized +135.8%
DUN & BRADSTREET CORP NEW 0.0%
Value ($000) $14 Shares 117 Est. Cost $94.02 Unrealized
JD JD.COM INC.-ADR 0.0%
Value ($000) $14 Shares 355 Est. Cost $41.05 Unrealized
KELLOGG COMPANY 0.0%
Value ($000) $14 Shares 200 Est. Cost $38.95 Unrealized +15.4%
LAM RESEARCH CORP COMMON 0.0%
Value ($000) $13 Shares 75 Est. Cost $177.98 Unrealized
SHW SHERWIN WILLIAMS COMPANY 0.0%
Value ($000) $12 Shares 30 Est. Cost $83.63 Unrealized +44.6%
SWX SOUTHWEST GAS CORP 0.0%
Value ($000) $11 Shares 150 Est. Cost $48.72 Unrealized +49.9%
EBAY EBAY INC 0.0%
Value ($000) $11 Shares 307 Est. Cost $22.94 Unrealized +51.0%
ENCANA CORP 0.0%
Value ($000) $11 Shares 816 Est. Cost $20.83 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $11 Shares 308 Est. Cost $21.04 Unrealized +19.4%
GERN GERON CORP 0.0%
Value ($000) $11 Shares 3,250 Est. Cost $3.82 Unrealized 0.0%
KEY KEYCORP NEW COM 0.0%
Value ($000) $11 Shares 542 Est. Cost $6.48 Unrealized +115.8%
SUNTRUST BANKS INC 0.0%
Value ($000) $11 Shares 165 Est. Cost $68.69 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC. 0.0%
Value ($000) $11 Shares 95 Est. Cost $70.04 Unrealized +55.4%
TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD. ADS 0.0%
Value ($000) $11 Shares 468 Est. Cost $29.71 Unrealized
AFL AFLAC INC. 0.0%
Value ($000) $11 Shares 250 Est. Cost $21.64 Unrealized +73.6%
AZN ASTRAZENECA PLC - ADR 0.0%
Value ($000) $11 Shares 320 Est. Cost $30.52 Unrealized
MKL MARKEL CORP HOLDING COMPANY 0.0%
Value ($000) $11 Shares 10 Est. Cost $901.87 Unrealized +25.2%
LFUS LITTELFUSE INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $92.47 Unrealized +132.0%
VMWARE INC 0.0%
Value ($000) $11 Shares 75 Est. Cost $70.00 Unrealized
HUBS HUBSPOT INC. 0.0%
Value ($000) $11 Shares 85 Est. Cost $101.91 Unrealized +16.2%
UNITED STATES STEEL CORP 0.0%
Value ($000) $10 Shares 275 Est. Cost $32.73 Unrealized
VYX NCR CORPORATION 0.0%
Value ($000) $10 Shares 321 Est. Cost $19.87 Unrealized -5.0%
ICLN ETF ISHARES GLOBAL CLEAN ENERGY 0.0%
Value ($000) $10 Shares 1,155 Est. Cost $8.66 Unrealized
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value ($000) $10 Shares 444 Est. Cost $20.12 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 580 Est. Cost $18.41 Unrealized +2.3%
ARISTA NETWORKS INC. 0.0%
Value ($000) $10 Shares 40 Est. Cost $168.75 Unrealized
CBOE CBOE GLOBAL MARKETS, INC. 0.0%
Value ($000) $10 Shares 100 Est. Cost $45.89 Unrealized +108.3%
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $10 Shares 130 Est. Cost $84.62 Unrealized
OC OWENS CORNING INC. 0.0%
Value ($000) $9 Shares 135 Est. Cost $85.31 Unrealized -19.1%
UNILEVER PLC 0.0%
Value ($000) $9 Shares 170 Est. Cost $58.82 Unrealized
RITM NEW RESIDENTIAL INVESTMENT CORP 0.0%
Value ($000) $9 Shares 540 Est. Cost $17.28 Unrealized
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $9 Shares 75 Est. Cost $106.67 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $8 Shares 119 Est. Cost $67.23 Unrealized
NTAP NETAPP, INC. 0.0%
Value ($000) $8 Shares 100 Est. Cost $26.74 Unrealized +113.9%
SYF SYNCHRONY FINANCIALS 0.0%
Value ($000) $8 Shares 245 Est. Cost $28.69 Unrealized -1.2%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $8 Shares 90 Est. Cost $54.76 Unrealized +51.5%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $8 Shares 165 Est. Cost $32.40 Unrealized +24.2%
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $7 Shares 1,250 Est. Cost $3.20 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $7 Shares 45 Est. Cost $57.67 Unrealized +117.2%
ETN EATON CORP PLC 0.0%
Value ($000) $7 Shares 100 Est. Cost $63.85 Unrealized +5.0%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $7 Shares 27 Est. Cost $226.34 Unrealized
SEATTLE GENETICS INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $50.00 Unrealized
XHB SPDR S & P HOMEBULDERS ETF 0.0%
Value ($000) $7 Shares 187 Est. Cost $33.54 Unrealized
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $7 Shares 70 Est. Cost $94.86 Unrealized +1.0%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $7 Shares 250 Est. Cost $26.38 Unrealized
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $7 Shares 55 Est. Cost $115.90 Unrealized -0.5%
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $22.65 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $7 Shares 300 Est. Cost $34.67 Unrealized -43.0%
TWENTY-FIRST CENTURY FOX-A 0.0%
Value ($000) $7 Shares 150 Est. Cost $26.67 Unrealized
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $6 Shares 60 Est. Cost $5.40 Unrealized +30.4%
VTR VENTAS INC REIT 0.0%
Value ($000) $6 Shares 100 Est. Cost $37.95 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $6 Shares 12 Est. Cost $115.47 Unrealized +32.1%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $6 Shares 45 Est. Cost $92.45 Unrealized +36.6%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE TRUST ETF 0.0%
Value ($000) $6 Shares 25 Est. Cost $212.12 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $6 Shares 119 Est. Cost $25.90 Unrealized +85.4%
ABEV AMBEV SA-ADR 0.0%
Value ($000) $6 Shares 1,300 Est. Cost $6.92 Unrealized
BEN FRANKLIN RESOURCES, INC. 0.0%
Value ($000) $5 Shares 150 Est. Cost $30.69 Unrealized -23.3%
BARRICK GOLD CORP 0.0%
Value ($000) $5 Shares 360 Est. Cost $15.88 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $5 Shares 100 Est. Cost $38.77 Unrealized +35.8%
SPLUNK INC. 0.0%
Value ($000) $5 Shares 50 Est. Cost $60.00 Unrealized
SONY SONY CORP ADR 0.0%
Value ($000) $5 Shares 105 Est. Cost $48.53 Unrealized
NEW RELIC INC 0.0%
Value ($000) $5 Shares 45 Est. Cost $111.11 Unrealized
WY WEYERHAEUSER COMPANY 0.0%
Value ($000) $5 Shares 150 Est. Cost $23.66 Unrealized +14.4%
SLV ETF ISHARES SILVER TR 0.0%
Value ($000) $5 Shares 350 Est. Cost $16.31 Unrealized
WT WISDOMTREE INVESTMENTS INC 0.0%
Value ($000) $5 Shares 600 Est. Cost $10.87 Unrealized -3.9%
FXI ISHARES CHINA LARGE CAP ETF 0.0%
Value ($000) $5 Shares 115 Est. Cost $34.78 Unrealized
NDAQ NASDAQ STOCK MARKET INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $14.10 Unrealized +89.5%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $5 Shares 31 Est. Cost $129.87 Unrealized
MTN VAIL RESORTS INC. 0.0%
Value ($000) $4 Shares 15 Est. Cost $218.90 Unrealized +11.9%
GPK GRAPHIC PACKAGING HOLDING COMPANY 0.0%
Value ($000) $4 Shares 250 Est. Cost $7.63 Unrealized +94.4%
IQ IQIYI, INC. - ADR 0.0%
Value ($000) $4 Shares 135 Est. Cost $29.63 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $49.13 Unrealized +30.0%
WIX WIX.COM LTD 0.0%
Value ($000) $4 Shares 40 Est. Cost $89.15 Unrealized 0.0%
APPN APPIAN CORPORATION 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.30 Unrealized +2.3%
POST POST HOLDINGS INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $35.89 Unrealized +45.5%
BALL BALL CORPORATION 0.0%
Value ($000) $4 Shares 124 Est. Cost $28.27 Unrealized +24.5%
PETS PETMED EXPRESS INC. 0.0%
Value ($000) $4 Shares 100 Est. Cost $13.04 Unrealized +197.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $9.06 Unrealized +40.4%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $46.43 Unrealized -17.6%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.57 Unrealized -3.5%
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $3 Shares 100 Est. Cost $100.00 Unrealized
TABLEAU SOFTWARE INC-CL A 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $3 Shares 40 Est. Cost $69.39 Unrealized -0.7%
EQR EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT 0.0%
Value ($000) $3 Shares 50 Est. Cost $31.42 Unrealized +49.2%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $27.78 Unrealized +20.0%
PPL PPL CORP 0.0%
Value ($000) $3 Shares 120 Est. Cost $21.56 Unrealized -8.5%
SRE SEMPRA ENERGY 0.0%
Value ($000) $3 Shares 30 Est. Cost $36.32 Unrealized +17.6%
ALGN ALIGN TECHNOLOGY INC. 0.0%
Value ($000) $3 Shares 10 Est. Cost $171.20 Unrealized +74.2%
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $3 Shares 15 Est. Cost $167.00 Unrealized +8.4%
ROKU ROKU INC 0.0%
Value ($000) $3 Shares 65 Est. Cost $36.48 Unrealized 0.0%
MATCH GROUP INC. 0.0%
Value ($000) $3 Shares 85 Est. Cost $23.53 Unrealized
THO THOR INDUSTRIES INC. 0.0%
Value ($000) $2 Shares 20 Est. Cost $117.35 Unrealized -26.2%
TRANSCANADA CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
EWH ISHARES MSCI HONG KONG ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.58 Unrealized
IRBTQ IROBOT CORPORATION 0.0%
Value ($000) $2 Shares 30 Est. Cost $91.53 Unrealized -27.4%
KMI KINDER MORGAN INC. 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.01 Unrealized -29.5%
APH AMPHENOL CORPORATION-CL A 0.0%
Value ($000) $2 Shares 20 Est. Cost $20.22 Unrealized 0.0%
COHERENT INC. 0.0%
Value ($000) $1 Shares 8 Est. Cost $250.00 Unrealized
CLOUD PEAK ENERGY INC. 0.0%
Value ($000) $1 Shares 175 Est. Cost $17.14 Unrealized
LEGACY RESERVES 0.0%
Value ($000) $1 Shares 200 Est. Cost $25.00 Unrealized
ATI ALLEGHENY TECHNOLOGIES, INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $26.04 Unrealized +3.9%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $99.76 Unrealized -9.3%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $256.58 Unrealized +22.9%
JSDA JONES SODA COMPANY 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.51 Unrealized -42.4%
YRC WORLDWIDE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
TERRA INVENTIONS CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $32.52 Unrealized -44.0%
PLUG PLUG POWER INC. 0.0%
Value ($000) $0 Shares 110 Est. Cost $4.62 Unrealized -57.9%
ANF ABERCROMBIE & FITCH CO. 0.0%
Value ($000) $0 Shares 3 Est. Cost $18.99 Unrealized +26.5%