Freestone Capital Holdings, LLC Diversified Active

Location: Seattle, WA

CIK: 0001470876 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 4, 2020

Total Value: $8.53B (100.0% shares, 0.0% debt)

Holdings (349)

REDFIN CORP 32.0%
Value $2.732B Shares 257,500 Est. Cost $55.03 Unrealized
MSFT MICROSOFT CORP 31.5%
Value $2.69B Shares 228,644 Est. Cost $91.02 Unrealized +90.1%
SPY SPDR S&P 500 ETF TR 13.7%
Value $1.169B Shares 295,751 Est. Cost $244.86 Unrealized
DOCU DOCUSIGN INC 4.9%
Value $421M Shares 45,749 Est. Cost $75.21 Unrealized +67.6%
AAPL APPLE INC 0.9%
Value $72.96M Shares 200 Est. Cost $26.58 Unrealized +182.5%
AGG ISHARES TR 0.8%
Value $72.19M Shares 610,650 Est. Cost $109.60 Unrealized
BSV VANGUARD BD INDEX FDS 0.8%
Value $67.43M Shares 811,281 Est. Cost $80.32 Unrealized
WDIV SPDR INDEX SHS FDS 0.8%
Value $64.78M Shares 1,229,739 Est. Cost $62.86 Unrealized
NKE NIKE INC 0.6%
Value $55.36M Shares 564,622 Est. Cost $63.55 Unrealized +34.5%
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value $39.89M Shares 1,028,421 Est. Cost $38.60 Unrealized
BA BOEING CO 0.4%
Value $36.66M Shares 200 Est. Cost $295.30 Unrealized -47.9%
SDY SPDR SER TR 0.4%
Value $34.74M Shares 380,972 Est. Cost $98.01 Unrealized
AMZN AMAZON COM INC 0.4%
Value $33.79M Shares 12,247 Est. Cost $89.33 Unrealized +35.2%
VOO VANGUARD INDEX FDS 0.4%
Value $31.58M Shares 111,408 Est. Cost $245.69 Unrealized
AAPL APPLE INC 0.4%
Value $29.99M Shares 82,219 Est. Cost $26.58 Unrealized +182.5%
CVS CVS HEALTH CORP 0.3%
Value $26.55M Shares 9,038 Est. Cost $56.26 Unrealized -6.5%
CWI SPDR INDEX SHS FDS 0.3%
Value $26.46M Shares 1,167,579 Est. Cost $22.69 Unrealized
IVV ISHARES TR 0.3%
Value $26.28M Shares 84,871 Est. Cost $306.42 Unrealized
DEM WISDOMTREE TR 0.3%
Value $21.89M Shares 605,801 Est. Cost $39.90 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value $21.3M Shares 2,979 Est. Cost $62.24 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value $18.08M Shares 84,184 Est. Cost $162.99 Unrealized +7.1%
INTC INTEL CORP 0.2%
Value $13.91M Shares 232,530 Est. Cost $38.02 Unrealized +39.9%
UNH UNITEDHEALTH GROUP INC 0.2%
Value $13.71M Shares 46,484 Est. Cost $230.91 Unrealized +13.1%
EFA ISHARES TR 0.2%
Value $13.61M Shares 223,609 Est. Cost $60.68 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value $13.15M Shares 332,051 Est. Cost $36.31 Unrealized
GLW CORNING INC 0.2%
Value $12.96M Shares 1,000 Est. Cost $19.40 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value $12.71M Shares 41,902 Est. Cost $201.93 Unrealized +38.3%
HD HOME DEPOT INC 0.1%
Value $12.3M Shares 49,101 Est. Cost $185.26 Unrealized +7.8%
NVDA NVIDIA CORPORATION 0.1%
Value $11.38M Shares 29,941 Est. Cost $6.08 Unrealized +32.5%
FALCON MINERALS CORP 0.1%
Value $11.13M Shares 3,478,192 Est. Cost $2.39 Unrealized
ORCL ORACLE CORP 0.1%
Value $10.51M Shares 190,198 Est. Cost $37.56 Unrealized +30.4%
GOOGL ALPHABET INC 0.1%
Value $10.49M Shares 7,395 Est. Cost $57.59 Unrealized +16.2%
ADBE ADOBE INC 0.1%
Value $10.29M Shares 23,644 Est. Cost $300.27 Unrealized +23.4%
NTNX NUTANIX INC 0.1%
Value $9.993M Shares 21,858 Est. Cost $35.08 Unrealized -41.0%
CRM SALESFORCE COM INC 0.1%
Value $9.947M Shares 53,100 Est. Cost $163.48 Unrealized +1.8%
AMGN AMGEN INC 0.1%
Value $9.821M Shares 41,638 Est. Cost $143.83 Unrealized +33.3%
META FACEBOOK INC 0.1%
Value $9.762M Shares 42,992 Est. Cost $177.52 Unrealized +16.8%
V VISA INC 0.1%
Value $9.686M Shares 50,140 Est. Cost $146.53 Unrealized +19.8%
TXN TEXAS INSTRS INC 0.1%
Value $9.608M Shares 75,670 Est. Cost $57.30 Unrealized +73.7%
QCOM QUALCOMM INC 0.1%
Value $9.368M Shares 102,703 Est. Cost $52.41 Unrealized +35.4%
UNP UNION PAC CORP 0.1%
Value $9.164M Shares 54,202 Est. Cost $143.93 Unrealized -1.7%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $8.36M Shares 23,072 Est. Cost $270.59 Unrealized +22.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $8.228M Shares 46,090 Est. Cost $194.66 Unrealized -6.2%
JNJ JOHNSON & JOHNSON 0.1%
Value $8.208M Shares 58,369 Est. Cost $104.06 Unrealized +19.4%
LLY LILLY ELI & CO 0.1%
Value $8.07M Shares 49,153 Est. Cost $112.60 Unrealized +27.8%
EEM ISHARES TR 0.1%
Value $7.731M Shares 193,335 Est. Cost $39.00 Unrealized
MRK MERCK & CO. INC 0.1%
Value $7.727M Shares 99,919 Est. Cost $62.09 Unrealized +1.3%
CSCO CISCO SYS INC 0.1%
Value $7.587M Shares 162,670 Est. Cost $21.92 Unrealized +68.8%
VTI VANGUARD INDEX FDS 0.1%
Value $7.564M Shares 48,320 Est. Cost $141.23 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $7.527M Shares 128,013 Est. Cost $37.01 Unrealized +29.5%
CI CIGNA CORP NEW 0.1%
Value $7.084M Shares 37,753 Est. Cost $173.97 Unrealized -0.2%
SAP SAP SE 0.1%
Value $7.067M Shares 50,481 Est. Cost $109.99 Unrealized
ABBV ABBVIE INC 0.1%
Value $7.031M Shares 71,618 Est. Cost $56.59 Unrealized +24.6%
CMCSA COMCAST CORP NEW 0.1%
Value $7.015M Shares 179,963 Est. Cost $34.34 Unrealized -4.6%
ECC EAGLE PT CR CO LLC 0.1%
Value $6.964M Shares 979,449 Est. Cost $6.96 Unrealized
WU WESTERN UN CO 0.1%
Value $6.854M Shares 317,013 Est. Cost $19.33 Unrealized
MUB ISHARES TR 0.1%
Value $6.773M Shares 58,694 Est. Cost $110.11 Unrealized
SUB ISHARES TR 0.1%
Value $6.746M Shares 62,546 Est. Cost $105.90 Unrealized
GIS GENERAL MLS INC 0.1%
Value $6.681M Shares 108,373 Est. Cost $41.27 Unrealized +20.9%
PM PHILIP MORRIS INTL INC 0.1%
Value $6.654M Shares 94,970 Est. Cost $57.61 Unrealized -4.9%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $6.437M Shares 116,752 Est. Cost $37.09 Unrealized +9.9%
NVS NOVARTIS AG 0.1%
Value $6.375M Shares 72,985 Est. Cost $85.03 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value $6.29M Shares 36,104 Est. Cost $104.28 Unrealized +32.2%
WFC WELLS FARGO CO NEW 0.1%
Value $6.269M Shares 244,869 Est. Cost $35.42 Unrealized -32.3%
CAH CARDINAL HEALTH INC 0.1%
Value $6.106M Shares 116,990 Est. Cost $39.51 Unrealized +12.4%
MCD MCDONALDS CORP 0.1%
Value $6.053M Shares 32,812 Est. Cost $165.12 Unrealized -2.5%
AMT AMERICAN TOWER CORP NEW 0.1%
Value $5.928M Shares 22,928 Est. Cost $210.56 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.1%
Value $5.771M Shares 61,355 Est. Cost $89.15 Unrealized -8.3%
DIS DISNEY WALT CO 0.1%
Value $5.576M Shares 50,004 Est. Cost $122.96 Unrealized -12.3%
ACWI ISHARES TR 0.1%
Value $5.511M Shares 74,753 Est. Cost $73.48 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value $5.291M Shares 85,869 Est. Cost $54.61 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value $5.242M Shares 57,160 Est. Cost $79.89 Unrealized +2.4%
CTRA CABOT OIL & GAS CORP 0.1%
Value $5.146M Shares 299,513 Est. Cost $13.01 Unrealized +13.5%
GOOG ALPHABET INC 0.1%
Value $5.116M Shares 3,619 Est. Cost $61.61 Unrealized +8.7%
BTI BRITISH AMERN TOB PLC 0.1%
Value $4.925M Shares 126,873 Est. Cost $40.99 Unrealized
SYY SYSCO CORP 0.1%
Value $4.914M Shares 89,900 Est. Cost $47.24 Unrealized -4.3%
VIRGIN GALACTIC HOLDINGS INC 0.1%
Value $4.909M Shares 700 Est. Cost $4123.67 Unrealized
ABT ABBOTT LABS 0.1%
Value $4.848M Shares 53,028 Est. Cost $61.41 Unrealized +33.4%
XOM EXXON MOBIL CORP 0.1%
Value $4.819M Shares 107,770 Est. Cost $46.72 Unrealized -25.5%
NEE NEXTERA ENERGY INC 0.1%
Value $4.76M Shares 19,817 Est. Cost $50.57 Unrealized +2.8%
CAT CATERPILLAR INC DEL 0.1%
Value $4.759M Shares 37,624 Est. Cost $106.44 Unrealized -0.2%
ABBNY ABB LTD 0.1%
Value $4.714M Shares 208,974 Est. Cost $19.39 Unrealized
ACTIVISION BLIZZARD INC 0.1%
Value $4.714M Shares 62,115 Est. Cost $312.98 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value $4.59M Shares 38,390 Est. Cost $82.46 Unrealized +23.1%
COR AMERISOURCEBERGEN CORP 0.1%
Value $4.568M Shares 45,332 Est. Cost $63.32 Unrealized +25.7%
PFE PFIZER INC 0.1%
Value $4.491M Shares 137,354 Est. Cost $24.88 Unrealized +4.5%
AMAT APPLIED MATLS INC 0.1%
Value $4.441M Shares 73,462 Est. Cost $39.35 Unrealized +30.2%
BAC BK OF AMERICA CORP 0.1%
Value $4.373M Shares 184,129 Est. Cost $25.39 Unrealized -19.0%
MO ALTRIA GROUP INC 0.1%
Value $4.356M Shares 110,972 Est. Cost $31.00 Unrealized -19.5%
BHP BHP GROUP LTD 0.0%
Value $4.16M Shares 83,644 Est. Cost $48.39 Unrealized
NFLX NETFLIX INC 0.0%
Value $4.135M Shares 9,087 Est. Cost $32.10 Unrealized +32.6%
AXP AMERICAN EXPRESS CO 0.0%
Value $4.108M Shares 43,147 Est. Cost $79.63 Unrealized +7.5%
OMC OMNICOM GROUP INC 0.0%
Value $3.993M Shares 73,136 Est. Cost $58.63 Unrealized -24.5%
UNILEVER PLC 0.0%
Value $3.984M Shares 72,594 Est. Cost $53.50 Unrealized
HPQ HP INC 0.0%
Value $3.966M Shares 227,532 Est. Cost $9.59 Unrealized +36.4%
HON HONEYWELL INTL INC 0.0%
Value $3.79M Shares 26,215 Est. Cost $128.02 Unrealized -7.9%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value $3.781M Shares 47,829 Est. Cost $71.69 Unrealized -7.9%
RELX RELX PLC 0.0%
Value $3.756M Shares 159,430 Est. Cost $21.78 Unrealized
HRB BLOCK H & R INC 0.0%
Value $3.75M Shares 262,596 Est. Cost $17.41 Unrealized -26.7%
BBY BEST BUY INC 0.0%
Value $3.732M Shares 42,758 Est. Cost $33.38 Unrealized +80.6%
MCK MCKESSON CORP 0.0%
Value $3.691M Shares 24,055 Est. Cost $118.84 Unrealized +17.2%
SBUX STARBUCKS CORP 0.0%
Value $3.632M Shares 49,353 Est. Cost $58.27 Unrealized +13.8%
EBAY EBAY INC. 0.0%
Value $3.632M Shares 69,240 Est. Cost $34.20 Unrealized +12.4%
TROW PRICE T ROWE GROUP INC 0.0%
Value $3.63M Shares 29,393 Est. Cost $80.46 Unrealized +11.7%
LINDE PLC 0.0%
Value $3.511M Shares 16,552 Est. Cost $177.28 Unrealized
WMT WALMART INC 0.0%
Value $3.496M Shares 29,187 Est. Cost $36.57 Unrealized +4.1%
CVX CHEVRON CORP NEW 0.0%
Value $3.457M Shares 38,747 Est. Cost $74.01 Unrealized -5.7%
SNY SANOFI 0.0%
Value $3.445M Shares 67,491 Est. Cost $45.34 Unrealized
VIACOMCBS INC 0.0%
Value $3.417M Shares 146,538 Est. Cost $33.84 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $3.411M Shares 44,339 Est. Cost $60.78 Unrealized +1.1%
NVO NOVO-NORDISK A S 0.0%
Value $3.326M Shares 50,789 Est. Cost $41.03 Unrealized
AMLP ALPS ETF TR 0.0%
Value $3.275M Shares 132,694 Est. Cost $24.68 Unrealized
EQNR EQUINOR ASA 0.0%
Value $3.247M Shares 224,223 Est. Cost $21.47 Unrealized
RHI ROBERT HALF INTL INC 0.0%
Value $3.227M Shares 61,080 Est. Cost $62.26 Unrealized -23.8%
DGX QUEST DIAGNOSTICS INC 0.0%
Value $3.207M Shares 28,145 Est. Cost $90.33 Unrealized +5.4%
ROK ROCKWELL AUTOMATION INC 0.0%
Value $3.204M Shares 15,044 Est. Cost $149.72 Unrealized +17.2%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value $3.204M Shares 178,714 Est. Cost $17.29 Unrealized
MOBILE TELESYSTEMS PJSC 0.0%
Value $3.102M Shares 337,577 Est. Cost $8.67 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value $3.072M Shares 75,310 Est. Cost $39.33 Unrealized
ALV AUTOLIV INC 0.0%
Value $3.043M Shares 47,178 Est. Cost $61.25 Unrealized -13.5%
PEP PEPSICO INC 0.0%
Value $2.995M Shares 22,646 Est. Cost $111.60 Unrealized -0.7%
ALL ALLSTATE CORP 0.0%
Value $2.916M Shares 30,065 Est. Cost $90.76 Unrealized -5.6%
RIO RIO TINTO PLC 0.0%
Value $2.903M Shares 51,672 Est. Cost $53.65 Unrealized
GNTX GENTEX CORP 0.0%
Value $2.792M Shares 108,360 Est. Cost $22.81 Unrealized +9.9%
VALE VALE S A 0.0%
Value $2.773M Shares 268,926 Est. Cost $11.76 Unrealized
CMI CUMMINS INC 0.0%
Value $2.752M Shares 15,881 Est. Cost $144.44 Unrealized -3.6%
TGT TARGET CORP 0.0%
Value $2.704M Shares 22,548 Est. Cost $57.83 Unrealized +69.8%
SNA SNAP ON INC 0.0%
Value $2.693M Shares 19,442 Est. Cost $136.63 Unrealized -19.7%
ABEV AMBEV SA 0.0%
Value $2.68M Shares 1,015,321 Est. Cost $2.62 Unrealized
HANESBRANDS INC 0.0%
Value $2.662M Shares 235,808 Est. Cost $16.36 Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value $2.649M Shares 39,928 Est. Cost $65.10 Unrealized
PUK PRUDENTIAL PLC 0.0%
Value $2.596M Shares 85,435 Est. Cost $36.05 Unrealized
MAN MANPOWERGROUP INC 0.0%
Value $2.567M Shares 37,345 Est. Cost $73.63 Unrealized -7.3%
CHINA MOBILE LIMITED 0.0%
Value $2.557M Shares 76,007 Est. Cost $48.53 Unrealized
TLK P T TELEKOMUNIKASI INDONESIA 0.0%
Value $2.553M Shares 116,699 Est. Cost $28.64 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value $2.531M Shares 147,473 Est. Cost $14.12 Unrealized -6.4%
SEAGATE TECHNOLOGY PLC 0.0%
Value $2.529M Shares 52,236 Est. Cost $50.94 Unrealized
ZTS ZOETIS INC 0.0%
Value $2.514M Shares 18,342 Est. Cost $93.69 Unrealized +32.8%
SEE SEALED AIR CORP NEW 0.0%
Value $2.475M Shares 75,350 Est. Cost $36.06 Unrealized -25.0%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value $2.467M Shares 37,534 Est. Cost $47.05 Unrealized -13.3%
BEN FRANKLIN RESOURCES INC 0.0%
Value $2.465M Shares 117,534 Est. Cost $21.97 Unrealized -35.0%
MSM MSC INDL DIRECT INC 0.0%
Value $2.457M Shares 33,750 Est. Cost $70.15 Unrealized -8.1%
AON AON PLC 0.0%
Value $2.437M Shares 12,655 Est. Cost $178.56 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $2.403M Shares 16,141 Est. Cost $129.84 Unrealized -2.2%
CL COLGATE PALMOLIVE CO 0.0%
Value $2.377M Shares 32,440 Est. Cost $62.22 Unrealized +0.2%
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value $2.346M Shares 417,515 Est. Cost $6.22 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $2.325M Shares 55,966 Est. Cost $42.59 Unrealized -30.7%
KO COCA COLA CO 0.0%
Value $2.315M Shares 51,809 Est. Cost $41.79 Unrealized -7.3%
BIDU BAIDU INC 0.0%
Value $2.312M Shares 19,284 Est. Cost $120.33 Unrealized
AMERICA FIRST MULTIFAMILY IN 0.0%
Value $2.311M Shares 560,894 Est. Cost $4.93 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $2.291M Shares 7,747 Est. Cost $277.07 Unrealized -1.3%
KLAC KLA CORP 0.0%
Value $2.278M Shares 11,711 Est. Cost $91.34 Unrealized +75.5%
CNOOC LIMITED 0.0%
Value $2.262M Shares 20,049 Est. Cost $139.97 Unrealized
KOF COCA-COLA FEMSA SAB DE CV 0.0%
Value $2.186M Shares 49,853 Est. Cost $48.69 Unrealized
EQIX EQUINIX INC 0.0%
Value $2.181M Shares 3,106 Est. Cost $388.46 Unrealized +56.7%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $2.179M Shares 20,351 Est. Cost $71.89 Unrealized +39.8%
AFL AFLAC INC 0.0%
Value $2.157M Shares 59,865 Est. Cost $44.19 Unrealized -28.5%
EC ECOPETROL S A 0.0%
Value $2.119M Shares 190,358 Est. Cost $18.78 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $2.047M Shares 33,607 Est. Cost $70.94 Unrealized -37.6%
AZN ASTRAZENECA PLC 0.0%
Value $1.986M Shares 37,546 Est. Cost $40.80 Unrealized
ECL ECOLAB INC 0.0%
Value $1.984M Shares 9,970 Est. Cost $154.90 Unrealized +17.6%
T AT&T INC 0.0%
Value $1.983M Shares 65,583 Est. Cost $17.52 Unrealized -11.5%
SPLUNK INC 0.0%
Value $1.945M Shares 9,790 Est. Cost $120.60 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value $1.922M Shares 9,512 Est. Cost $136.03 Unrealized
DE DEERE & CO 0.0%
Value $1.919M Shares 12,214 Est. Cost $77.42 Unrealized +73.4%
BCS BARCLAYS PLC 0.0%
Value $1.919M Shares 338,983 Est. Cost $6.92 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value $1.916M Shares 11,690 Est. Cost $138.75 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value $1.85M Shares 17,705 Est. Cost $80.76 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value $1.762M Shares 15,851 Est. Cost $84.02 Unrealized -5.1%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $1.759M Shares 8,155 Est. Cost $175.64 Unrealized
TPR TAPESTRY INC 0.0%
Value $1.718M Shares 129,390 Est. Cost $21.99 Unrealized -43.0%
XRX XEROX HOLDINGS CORP 0.0%
Value $1.653M Shares 108,126 Est. Cost $26.28 Unrealized -34.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $1.646M Shares 13,627 Est. Cost $98.63 Unrealized -7.3%
PANW PALO ALTO NETWORKS INC 0.0%
Value $1.624M Shares 7,073 Est. Cost $35.36 Unrealized -0.4%
VB VANGUARD INDEX FDS 0.0%
Value $1.585M Shares 10,879 Est. Cost $143.32 Unrealized
GWW GRAINGER W W INC 0.0%
Value $1.582M Shares 5,035 Est. Cost $278.33 Unrealized -2.8%
SK TELECOM LTD 0.0%
Value $1.567M Shares 81,107 Est. Cost $21.26 Unrealized
IHS MARKIT LTD 0.0%
Value $1.559M Shares 20,644 Est. Cost $55.90 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value $1.492M Shares 86,318 Est. Cost $20.04 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value $1.482M Shares 4,566 Est. Cost $342.56 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value $1.451M Shares 91,044 Est. Cost $16.65 Unrealized
FFIV F5 NETWORKS INC 0.0%
Value $1.334M Shares 9,565 Est. Cost $133.28 Unrealized +1.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value $1.332M Shares 9,933 Est. Cost $118.74 Unrealized -1.7%
NSC NORFOLK SOUTHERN CORP 0.0%
Value $1.327M Shares 7,559 Est. Cost $100.22 Unrealized +50.7%
BA BOEING CO 0.0%
Value $1.271M Shares 6,936 Est. Cost $295.30 Unrealized -47.9%
VTV VANGUARD INDEX FDS 0.0%
Value $1.234M Shares 12,394 Est. Cost $98.73 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value $1.217M Shares 9,870 Est. Cost $91.89 Unrealized +8.2%
ALEXION PHARMACEUTICALS INC 0.0%
Value $1.21M Shares 10,777 Est. Cost $119.46 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value $1.208M Shares 8,482 Est. Cost $126.51 Unrealized -11.1%
FISV FISERV INC 0.0%
Value $1.151M Shares 11,789 Est. Cost $77.63 Unrealized +29.7%
ING ING GROEP N.V. 0.0%
Value $1.134M Shares 164,312 Est. Cost $7.96 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $1.126M Shares 9,874 Est. Cost $116.17 Unrealized -19.5%
TOTAL S.A. 0.0%
Value $1.125M Shares 29,241 Est. Cost $49.05 Unrealized
VMWARE INC 0.0%
Value $1.108M Shares 7,157 Est. Cost $149.22 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value $1.077M Shares 12,162 Est. Cost $67.44 Unrealized +10.9%
UBER UBER TECHNOLOGIES INC 0.0%
Value $1.051M Shares 33,806 Est. Cost $35.64 Unrealized -12.6%
IWM ISHARES TR 0.0%
Value $988K Shares 6,901 Est. Cost $128.40 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value $988K Shares 290,734 Est. Cost $3.30 Unrealized
IWP ISHARES TR 0.0%
Value $956K Shares 6,049 Est. Cost $137.00 Unrealized
TILRAY INC 0.0%
Value $940K Shares 132,206 Est. Cost $7.11 Unrealized
IWF ISHARES TR 0.0%
Value $933K Shares 4,861 Est. Cost $141.63 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value $931K Shares 28,291 Est. Cost $39.87 Unrealized
SUSA ISHARES TR 0.0%
Value $914K Shares 6,830 Est. Cost $118.20 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value $897K Shares 3,621 Est. Cost $171.22 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $847K Shares 12,220 Est. Cost $32.65 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $844K Shares 46,430 Est. Cost $23.26 Unrealized
TMUS T-MOBILE US INC 0.0%
Value $799K Shares 7,668 Est. Cost $83.13 Unrealized +11.4%
BMRC BANK OF MARIN BANCORP 0.0%
Value $775K Shares 23,258 Est. Cost $28.91 Unrealized -12.9%
SCHW SCHWAB CHARLES CORP 0.0%
Value $750K Shares 22,237 Est. Cost $40.90 Unrealized -18.9%
PCAR PACCAR INC 0.0%
Value $748K Shares 9,988 Est. Cost $33.47 Unrealized +14.0%
SU SUNCOR ENERGY INC NEW 0.0%
Value $745K Shares 44,202 Est. Cost $22.82 Unrealized -39.9%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value $728K Shares 14,771 Est. Cost $92.25 Unrealized
DHR DANAHER CORPORATION 0.0%
Value $722K Shares 4,085 Est. Cost $93.01 Unrealized +50.6%
BP BP PLC 0.0%
Value $722K Shares 30,949 Est. Cost $194.12 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.0%
Value $714K Shares 85,045 Est. Cost $4.43 Unrealized -11.5%
SAN BANCO SANTANDER S.A. 0.0%
Value $710K Shares 294,597 Est. Cost $2.41 Unrealized
TSLA TESLA INC 0.0%
Value $704K Shares 652 Est. Cost $54.10 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value $702K Shares 5,007 Est. Cost $151.72 Unrealized -25.4%
SCM STELLUS CAP INVT CORP 0.0%
Value $700K Shares 96,153 Est. Cost $13.50 Unrealized -43.9%
NIC INC 0.0%
Value $695K Shares 30,263 Est. Cost $14.75 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value $676K Shares 46,761 Est. Cost $6.00 Unrealized +31.5%
SMARTSHEET INC 0.0%
Value $673K Shares 13,209 Est. Cost $1140.82 Unrealized
IEFA ISHARES TR 0.0%
Value $636K Shares 11,119 Est. Cost $57.20 Unrealized
USB US BANCORP DEL 0.0%
Value $585K Shares 15,887 Est. Cost $32.95 Unrealized -15.5%
IWB ISHARES TR 0.0%
Value $582K Shares 3,390 Est. Cost $122.75 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value $578K Shares 25,719 Est. Cost $20.39 Unrealized -19.4%
ALC ALCON AG 0.0%
Value $571K Shares 9,953 Est. Cost $56.26 Unrealized -0.8%
C CITIGROUP INC 0.0%
Value $565K Shares 11,059 Est. Cost $50.97 Unrealized -24.1%
IWS ISHARES TR 0.0%
Value $548K Shares 7,165 Est. Cost $90.11 Unrealized
SPAB SPDR SER TR 0.0%
Value $540K Shares 17,512 Est. Cost $35.76 Unrealized
IVW ISHARES TR 0.0%
Value $538K Shares 2,592 Est. Cost $165.12 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $536K Shares 35,340 Est. Cost $12.00 Unrealized -9.6%
AEIS ADVANCED ENERGY INDS 0.0%
Value $530K Shares 7,820 Est. Cost $61.27 Unrealized -4.6%
CM CANADIAN IMP BK COMM 0.0%
Value $529K Shares 7,902 Est. Cost $29.16 Unrealized -17.3%
CRANE CO 0.0%
Value $524K Shares 8,810 Est. Cost $57.78 Unrealized
BAX BAXTER INTL INC 0.0%
Value $510K Shares 5,921 Est. Cost $70.70 Unrealized +9.8%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value $494K Shares 34,546 Est. Cost $9.23 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value $455K Shares 5,502 Est. Cost $78.23 Unrealized
APTIV PLC 0.0%
Value $449K Shares 5,760 Est. Cost $77.95 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $448K Shares 3,199 Est. Cost $133.66 Unrealized -1.6%
VGT VANGUARD WORLD FDS 0.0%
Value $442K Shares 1,585 Est. Cost $183.50 Unrealized
HESS CORP 0.0%
Value $438K Shares 8,461 Est. Cost $49.19 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value $434K Shares 3,070 Est. Cost $84.80 Unrealized +32.9%
MMM 3M CO 0.0%
Value $432K Shares 2,770 Est. Cost $107.09 Unrealized -4.4%
IYW ISHARES TR 0.0%
Value $431K Shares 1,597 Est. Cost $208.75 Unrealized
PNR PENTAIR PLC 0.0%
Value $415K Shares 10,916 Est. Cost $37.15 Unrealized -12.1%
MSB MESABI TR 0.0%
Value $410K Shares 23,417 Est. Cost $14.04 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value $401K Shares 3,944 Est. Cost $80.49 Unrealized
SONY SONY CORP 0.0%
Value $398K Shares 5,758 Est. Cost $40.15 Unrealized
GDX VANECK VECTORS ETF TR 0.0%
Value $396K Shares 10,800 Est. Cost $23.03 Unrealized
MCHB HOMESTREET INC 0.0%
Value $394K Shares 16,000 Est. Cost $23.24 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value $393K Shares 4,493 Est. Cost $72.17 Unrealized +3.6%
BLACKROCK INC 0.0%
Value $390K Shares 716 Est. Cost $440.13 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value $388K Shares 21,117 Est. Cost $25.29 Unrealized -38.8%
VNQ VANGUARD INDEX FDS 0.0%
Value $386K Shares 4,913 Est. Cost $92.53 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $382K Shares 7,185 Est. Cost $26.71 Unrealized -34.7%
ISHARES GOLD TRUST 0.0%
Value $382K Shares 22,477 Est. Cost $13.62 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value $375K Shares 1,842 Est. Cost $215.03 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value $374K Shares 10,000 Est. Cost $32.90 Unrealized -17.4%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value $373K Shares 8,650 Est. Cost $63.92 Unrealized
IJH ISHARES TR 0.0%
Value $370K Shares 2,080 Est. Cost $198.86 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value $369K Shares 4,178 Est. Cost $76.63 Unrealized +2.9%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $367K Shares 2,872 Est. Cost $76.88 Unrealized +25.5%
VIPER ENERGY PARTNERS LP 0.0%
Value $363K Shares 35,000 Est. Cost $10.37 Unrealized
BIIB BIOGEN INC 0.0%
Value $363K Shares 1,356 Est. Cost $331.85 Unrealized -9.4%
ADI ANALOG DEVICES INC 0.0%
Value $359K Shares 2,925 Est. Cost $100.56 Unrealized -1.2%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $356K Shares 6,165 Est. Cost $55.01 Unrealized
NORDSTROM INC 0.0%
Value $353K Shares 22,796 Est. Cost $45.09 Unrealized
VMC VULCAN MATLS CO 0.0%
Value $331K Shares 2,858 Est. Cost $104.50 Unrealized 0.0%
ABIOMED INC 0.0%
Value $326K Shares 1,350 Est. Cost $144.96 Unrealized
LOW LOWES COS INC 0.0%
Value $323K Shares 2,388 Est. Cost $103.31 Unrealized 0.0%
PHILLIPS 66 PARTNERS LP 0.0%
Value $322K Shares 8,948 Est. Cost $48.92 Unrealized
PBA PEMBINA PIPELINE CORP 0.0%
Value $319K Shares 12,767 Est. Cost $25.42 Unrealized -33.4%
COP CONOCOPHILLIPS 0.0%
Value $309K Shares 7,353 Est. Cost $32.91 Unrealized 0.0%
AWI ARMSTRONG WORLD INDS INC 0.0%
Value $306K Shares 3,921 Est. Cost $84.13 Unrealized -14.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $304K Shares 3,317 Est. Cost $84.42 Unrealized +0.9%
ADSK AUTODESK INC 0.0%
Value $299K Shares 1,252 Est. Cost $196.57 Unrealized 0.0%
OKE ONEOK INC NEW 0.0%
Value $298K Shares 8,977 Est. Cost $40.88 Unrealized -44.5%
PSX PHILLIPS 66 0.0%
Value $296K Shares 4,112 Est. Cost $63.78 Unrealized -11.9%
CSV CARRIAGE SVCS INC 0.0%
Value $296K Shares 16,309 Est. Cost $15.58 Unrealized 0.0%
CLX CLOROX CO DEL 0.0%
Value $295K Shares 1,343 Est. Cost $168.73 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value $294K Shares 6,175 Est. Cost $48.27 Unrealized
TKC TURKCELL ILETISIM HIZMETLERI 0.0%
Value $286K Shares 49,619 Est. Cost $5.61 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $284K Shares 3,953 Est. Cost $62.56 Unrealized +0.1%
ACWX ISHARES TR 0.0%
Value $283K Shares 6,541 Est. Cost $44.99 Unrealized
DOW DOW INC 0.0%
Value $279K Shares 6,847 Est. Cost $36.39 Unrealized -26.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $279K Shares 2,339 Est. Cost $124.85 Unrealized -11.9%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value $278K Shares 1,098 Est. Cost $179.93 Unrealized 0.0%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value $278K Shares 19,968 Est. Cost $13.82 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value $277K Shares 1,076 Est. Cost $225.19 Unrealized
UNILEVER N V 0.0%
Value $276K Shares 5,188 Est. Cost $60.03 Unrealized
Z ZILLOW GROUP INC 0.0%
Value $272K Shares 4,726 Est. Cost $49.64 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value $271K Shares 824 Est. Cost $237.87 Unrealized +20.7%
GLD SPDR GOLD TR 0.0%
Value $270K Shares 1,612 Est. Cost $148.82 Unrealized
GIB CGI INC 0.0%
Value $270K Shares 4,284 Est. Cost $65.67 Unrealized -5.6%
PSA PUBLIC STORAGE 0.0%
Value $269K Shares 1,402 Est. Cost $151.61 Unrealized 0.0%
INFY INFOSYS LTD 0.0%
Value $265K Shares 27,442 Est. Cost $13.07 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $264K Shares 2,496 Est. Cost $92.14 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value $262K Shares 1,568 Est. Cost $125.06 Unrealized 0.0%
JOYY JOYY INC 0.0%
Value $250K Shares 2,821 Est. Cost $52.79 Unrealized
KELLOGG CO 0.0%
Value $250K Shares 3,777 Est. Cost $49.16 Unrealized +0.6%
GDXJ VANECK VECTORS ETF TR 0.0%
Value $248K Shares 5,000 Est. Cost $28.09 Unrealized
MPLX MPLX LP 0.0%
Value $245K Shares 14,195 Est. Cost $34.11 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $243K Shares 1,349 Est. Cost $164.41 Unrealized +5.6%
IEMG ISHARES INC 0.0%
Value $240K Shares 5,036 Est. Cost $47.66 Unrealized
TLT ISHARES TR 0.0%
Value $238K Shares 1,451 Est. Cost $165.24 Unrealized
LHC GROUP INC 0.0%
Value $237K Shares 1,360 Est. Cost $86.11 Unrealized
MICRO FOCUS INTL PLC 0.0%
Value $235K Shares 42,929 Est. Cost $16.15 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value $234K Shares 32,806 Est. Cost $13.57 Unrealized
IJR ISHARES TR 0.0%
Value $234K Shares 3,425 Est. Cost $79.74 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $232K Shares 3,051 Est. Cost $68.29 Unrealized 0.0%
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value $232K Shares 6,299 Est. Cost $40.84 Unrealized -20.1%
IOO ISHARES TR 0.0%
Value $231K Shares 4,380 Est. Cost $44.61 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value $230K Shares 1,207 Est. Cost $95.79 Unrealized +74.5%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $229K Shares 2,130 Est. Cost $93.00 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value $227K Shares 4,001 Est. Cost $47.48 Unrealized 0.0%
MGA MAGNA INTL INC 0.0%
Value $226K Shares 5,077 Est. Cost $34.11 Unrealized -3.2%
GMAB GENMAB A/S 0.0%
Value $226K Shares 6,682 Est. Cost $20.62 Unrealized
WPP WPP PLC NEW 0.0%
Value $224K Shares 5,725 Est. Cost $82.31 Unrealized
CROX CROCS INC 0.0%
Value $221K Shares 6,000 Est. Cost $26.46 Unrealized 0.0%
FIAT CHRYSLER AUTOMOBILES N 0.0%
Value $217K Shares 21,171 Est. Cost $9.31 Unrealized
BARRICK GOLD CORPORATION 0.0%
Value $217K Shares 8,062 Est. Cost $13.19 Unrealized
PLD PROLOGIS INC. 0.0%
Value $216K Shares 2,316 Est. Cost $76.28 Unrealized 0.0%
VXUS VANGUARD STAR FDS 0.0%
Value $215K Shares 4,376 Est. Cost $51.96 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value $215K Shares 6,308 Est. Cost $27.45 Unrealized 0.0%
CDW CDW CORP 0.0%
Value $210K Shares 1,805 Est. Cost $101.20 Unrealized 0.0%
OMAB GRUPO AEROPORTUARIO DEL CENT 0.0%
Value $207K Shares 5,572 Est. Cost $41.23 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value $206K Shares 3,640 Est. Cost $43.48 Unrealized 0.0%
CORE LABORATORIES N V 0.0%
Value $203K Shares 10,000 Est. Cost $10.30 Unrealized
BC BRUNSWICK CORP 0.0%
Value $202K Shares 3,155 Est. Cost $44.68 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value $202K Shares 6,652 Est. Cost $24.90 Unrealized -15.3%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value $191K Shares 21,651 Est. Cost $23.16 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value $188K Shares 13,821 Est. Cost $16.56 Unrealized -24.0%
DASEKE INC 0.0%
Value $188K Shares 47,770 Est. Cost $3.04 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $174K Shares 17,850 Est. Cost $10.14 Unrealized -19.0%
NOA NORTH AMERN CONSTR GROUP LTD 0.0%
Value $172K Shares 27,500 Est. Cost $6.12 Unrealized -7.8%
MT ARCELORMITTAL SA LUXEMBOURG 0.0%
Value $158K Shares 14,690 Est. Cost $10.76 Unrealized
TGS TRANSPORTADORA DE GAS SUR 0.0%
Value $133K Shares 23,692 Est. Cost $16.49 Unrealized
EIC EAGLE POINT INCOME COMPANY I 0.0%
Value $130K Shares 10,057 Est. Cost $10.74 Unrealized
BSM BLACK STONE MINERALS L P 0.0%
Value $128K Shares 19,750 Est. Cost $15.50 Unrealized
VEDANTA LTD 0.0%
Value $122K Shares 21,659 Est. Cost $14.13 Unrealized
ENLINK MIDSTREAM LLC 0.0%
Value $122K Shares 50,000 Est. Cost $2.44 Unrealized
MSG NETWORK INC 0.0%
Value $112K Shares 11,239 Est. Cost $21.43 Unrealized
MRCC MONROE CAP CORP 0.0%
Value $107K Shares 15,453 Est. Cost $4.91 Unrealized -23.7%
MARATHON OIL CORP 0.0%
Value $107K Shares 17,500 Est. Cost $23.72 Unrealized
ERIC ERICSSON 0.0%
Value $95,000 Shares 10,177 Est. Cost $9.33 Unrealized
1895 BANCORP OF WIS INC 0.0%
Value $91,000 Shares 10,000 Est. Cost $9.80 Unrealized
ENERPLUS CORP 0.0%
Value $87,000 Shares 30,894 Est. Cost $7.44 Unrealized
GENERAL ELECTRIC CO 0.0%
Value $81,000 Shares 11,835 Est. Cost $7.81 Unrealized