MISSION WEALTH MANAGEMENT, LP Diversified Active

CIK: 0001645382 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 11, 2017

Total Value ($000): $526,598 (100.0% shares, 0.0% debt)

Holdings (193)

DBEF DBX ETF TR 13.0%
Value ($000) $68,578 Shares 2,284,423 Est. Cost $26.12 Unrealized
SPIB SPDR SERIES TRUST 7.5%
Value ($000) $39,537 Shares 1,148,998 Est. Cost $34.52 Unrealized
CMF ISHARES TR 6.8%
Value ($000) $35,696 Shares 303,306 Est. Cost $115.57 Unrealized
SPSB SPDR SERIES TRUST 5.9%
Value ($000) $30,968 Shares 1,010,695 Est. Cost $30.67 Unrealized
VUG VANGUARD INDEX FDS 5.8%
Value ($000) $30,563 Shares 240,580 Est. Cost $104.61 Unrealized
VTV VANGUARD INDEX FDS 5.8%
Value ($000) $30,408 Shares 314,912 Est. Cost $83.70 Unrealized
VTI VANGUARD INDEX FDS 4.4%
Value ($000) $23,208 Shares 186,486 Est. Cost $107.08 Unrealized
BND VANGUARD BD INDEX FD INC 3.7%
Value ($000) $19,425 Shares 237,380 Est. Cost $82.95 Unrealized
SCZ ISHARES TR 3.1%
Value ($000) $16,171 Shares 279,590 Est. Cost $49.47 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.0%
Value ($000) $15,792 Shares 386,780 Est. Cost $36.75 Unrealized
VB VANGUARD INDEX FDS 2.5%
Value ($000) $13,200 Shares 97,385 Est. Cost $120.72 Unrealized
DWM WISDOMTREE TR 2.5%
Value ($000) $12,961 Shares 249,731 Est. Cost $51.80 Unrealized
AAPL APPLE INC 2.2%
Value ($000) $11,688 Shares 81,155 Est. Cost $26.32 Unrealized +30.4%
MUB ISHARES TR 1.5%
Value ($000) $7,953 Shares 72,225 Est. Cost $108.30 Unrealized
VNQ VANGUARD INDEX FDS 1.5%
Value ($000) $7,775 Shares 93,411 Est. Cost $83.21 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 1.3%
Value ($000) $6,993 Shares 124,312 Est. Cost $50.03 Unrealized
EFA ISHARES TR 1.1%
Value ($000) $5,895 Shares 90,412 Est. Cost $62.60 Unrealized
HD HOME DEPOT INC 1.0%
Value ($000) $5,473 Shares 35,681 Est. Cost $104.64 Unrealized +19.0%
DLN WISDOMTREE TR 0.9%
Value ($000) $4,801 Shares 57,099 Est. Cost $73.19 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $4,798 Shares 28,331 Est. Cost $154.35 Unrealized +7.8%
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $4,007 Shares 16,572 Est. Cost $210.15 Unrealized
AMAT APPLIED MATLS INC 0.7%
Value ($000) $3,841 Shares 92,975 Est. Cost $25.77 Unrealized +49.8%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $3,735 Shares 28,234 Est. Cost $76.87 Unrealized +30.6%
MB FINANCIAL INC NEW 0.7%
Value ($000) $3,687 Shares 83,726 Est. Cost $44.04 Unrealized
IEFA ISHARES TR 0.7%
Value ($000) $3,601 Shares 59,134 Est. Cost $53.63 Unrealized
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $3,357 Shares 60,586 Est. Cost $41.10 Unrealized +2.6%
ISRG INTUITIVE SURGICAL INC 0.6%
Value ($000) $2,980 Shares 3,186 Est. Cost $56.22 Unrealized +70.9%
MSFT MICROSOFT CORP 0.6%
Value ($000) $2,960 Shares 42,944 Est. Cost $46.69 Unrealized +33.5%
VYM VANGUARD WHITEHALL FDS INC 0.6%
Value ($000) $2,950 Shares 37,746 Est. Cost $75.25 Unrealized
AMGN AMGEN INC 0.5%
Value ($000) $2,781 Shares 16,144 Est. Cost $117.09 Unrealized +7.1%
IWD ISHARES TR 0.5%
Value ($000) $2,688 Shares 23,086 Est. Cost $103.41 Unrealized
IWF ISHARES TR 0.5%
Value ($000) $2,418 Shares 20,312 Est. Cost $100.10 Unrealized
CME CME GROUP INC 0.4%
Value ($000) $2,216 Shares 17,695 Est. Cost $62.99 Unrealized +39.0%
MRK MERCK & CO INC 0.4%
Value ($000) $2,202 Shares 34,363 Est. Cost $37.96 Unrealized +22.6%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $2,150 Shares 24,666 Est. Cost $64.64 Unrealized +8.5%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,123 Shares 26,296 Est. Cost $58.54 Unrealized -5.2%
NFLX NETFLIX INC 0.4%
Value ($000) $1,908 Shares 12,769 Est. Cost $9.55 Unrealized +61.2%
TSLA TESLA INC 0.3%
Value ($000) $1,770 Shares 4,895 Est. Cost $13.77 Unrealized +59.9%
DEM WISDOMTREE TR 0.3%
Value ($000) $1,765 Shares 43,069 Est. Cost $38.99 Unrealized
SPDR SERIES TRUST 0.3%
Value ($000) $1,699 Shares 45,661 Est. Cost $37.42 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,557 Shares 14,921 Est. Cost $69.06 Unrealized +6.0%
IP INTL PAPER CO 0.3%
Value ($000) $1,518 Shares 26,818 Est. Cost $28.12 Unrealized +23.6%
INTC INTEL CORP 0.3%
Value ($000) $1,481 Shares 43,901 Est. Cost $26.95 Unrealized +9.7%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,457 Shares 6,560 Est. Cost $198.34 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,447 Shares 19,435 Est. Cost $26.88 Unrealized +46.2%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,412 Shares 31,616 Est. Cost $29.59 Unrealized -0.2%
IWV ISHARES TR 0.3%
Value ($000) $1,381 Shares 9,586 Est. Cost $119.91 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $1,351 Shares 1,396 Est. Cost $29.93 Unrealized +59.4%
PEN PENUMBRA INC 0.3%
Value ($000) $1,340 Shares 15,270 Est. Cost $53.88 Unrealized +57.6%
META FACEBOOK INC 0.2%
Value ($000) $1,314 Shares 8,702 Est. Cost $104.72 Unrealized +41.0%
PEP PEPSICO INC 0.2%
Value ($000) $1,310 Shares 11,341 Est. Cost $72.05 Unrealized +22.4%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,281 Shares 8,324 Est. Cost $99.07 Unrealized +4.7%
GENERAL ELECTRIC CO 0.2%
Value ($000) $1,250 Shares 46,285 Est. Cost $26.09 Unrealized
T AT&T INC 0.2%
Value ($000) $1,205 Shares 31,942 Est. Cost $14.00 Unrealized +13.7%
CATY CATHAY GEN BANCORP 0.2%
Value ($000) $1,167 Shares 30,757 Est. Cost $28.57 Unrealized -0.6%
GOOG ALPHABET INC 0.2%
Value ($000) $1,159 Shares 1,275 Est. Cost $35.59 Unrealized +27.7%
PFE PFIZER INC 0.2%
Value ($000) $1,118 Shares 33,271 Est. Cost $20.74 Unrealized +4.2%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $1,088 Shares 3,101 Est. Cost $86.53 Unrealized +19.6%
NVS NOVARTIS A G 0.2%
Value ($000) $1,040 Shares 12,461 Est. Cost $77.51 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.2%
Value ($000) $1,009 Shares 24,410 Est. Cost $39.36 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $997 Shares 17,894 Est. Cost $45.85 Unrealized -13.0%
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $992 Shares 31,223 Est. Cost $27.89 Unrealized
MMM 3M CO 0.2%
Value ($000) $983 Shares 4,720 Est. Cost $102.24 Unrealized +21.9%
EEM ISHARES TR 0.2%
Value ($000) $942 Shares 22,767 Est. Cost $39.94 Unrealized
POWERSHARES QQQ TRUST 0.2%
Value ($000) $942 Shares 6,845 Est. Cost $109.53 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $924 Shares 10,112 Est. Cost $50.68 Unrealized +35.2%
TIME WARNER INC 0.2%
Value ($000) $923 Shares 9,196 Est. Cost $88.15 Unrealized
DHR DANAHER CORP DEL 0.2%
Value ($000) $897 Shares 10,626 Est. Cost $66.37 Unrealized +8.1%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $892 Shares 7,146 Est. Cost $67.93 Unrealized +33.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $891 Shares 28,458 Est. Cost $21.93 Unrealized +14.2%
MCD MCDONALDS CORP 0.2%
Value ($000) $851 Shares 5,555 Est. Cost $76.89 Unrealized +53.4%
GOOGL ALPHABET INC 0.2%
Value ($000) $837 Shares 900 Est. Cost $36.67 Unrealized +26.6%
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $831 Shares 7,688 Est. Cost $99.17 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $798 Shares 7,218 Est. Cost $67.72 Unrealized +14.2%
ABBV ABBVIE INC 0.1%
Value ($000) $788 Shares 10,868 Est. Cost $42.10 Unrealized +11.5%
KO COCA COLA CO 0.1%
Value ($000) $781 Shares 17,422 Est. Cost $29.35 Unrealized +14.7%
RWX SPDR INDEX SHS FDS 0.1%
Value ($000) $766 Shares 20,109 Est. Cost $41.71 Unrealized
BWX SPDR SERIES TRUST 0.1%
Value ($000) $746 Shares 27,000 Est. Cost $31.73 Unrealized
JPMORGAN CHASE & CO 0.1%
Value ($000) $723 Shares 24,330 Est. Cost $29.08 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $715 Shares 5,074 Est. Cost $124.89 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $712 Shares 6,703 Est. Cost $99.73 Unrealized +2.7%
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $705 Shares 3,305 Est. Cost $177.61 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $695 Shares 6,078 Est. Cost $112.12 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $651 Shares 11,800 Est. Cost $52.35 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $616 Shares 3,796 Est. Cost $105.03 Unrealized +17.9%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $605 Shares 4,783 Est. Cost $81.59 Unrealized +24.9%
MET METLIFE INC 0.1%
Value ($000) $604 Shares 10,991 Est. Cost $33.23 Unrealized +4.2%
IVW ISHARES TR 0.1%
Value ($000) $591 Shares 4,317 Est. Cost $117.08 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $578 Shares 16,722 Est. Cost $25.25 Unrealized +20.4%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $572 Shares 8,482 Est. Cost $38.47 Unrealized +19.6%
POWERSHARES ETF TR II 0.1%
Value ($000) $558 Shares 21,320 Est. Cost $25.66 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $546 Shares 10,917 Est. Cost $43.60 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $542 Shares 5,161 Est. Cost $94.35 Unrealized
TAP MOLSON COORS BREWING CO 0.1%
Value ($000) $534 Shares 6,183 Est. Cost $58.99 Unrealized +25.6%
ORCL ORACLE CORP 0.1%
Value ($000) $529 Shares 10,545 Est. Cost $35.28 Unrealized +13.7%
ISHARES TR 0.1%
Value ($000) $524 Shares 14,150 Est. Cost $37.76 Unrealized
WTRE WISDOMTREE TR 0.1%
Value ($000) $503 Shares 17,100 Est. Cost $29.19 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $501 Shares 18,493 Est. Cost $29.25 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $470 Shares 4,000 Est. Cost $59.16 Unrealized +25.6%
IVV ISHARES TR 0.1%
Value ($000) $469 Shares 1,928 Est. Cost $217.26 Unrealized
NKE NIKE INC 0.1%
Value ($000) $469 Shares 7,944 Est. Cost $48.90 Unrealized -1.3%
UNP UNION PAC CORP 0.1%
Value ($000) $461 Shares 4,232 Est. Cost $83.23 Unrealized +8.3%
IGSB ISHARES TR 0.1%
Value ($000) $460 Shares 4,364 Est. Cost $105.43 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.1%
Value ($000) $457 Shares 10,631 Est. Cost $28.26 Unrealized +26.6%
V VISA INC 0.1%
Value ($000) $456 Shares 4,863 Est. Cost $68.38 Unrealized +27.9%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $452 Shares 8,708 Est. Cost $39.96 Unrealized +14.6%
AON PLC 0.1%
Value ($000) $448 Shares 3,368 Est. Cost $105.04 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $426 Shares 2,297 Est. Cost $107.05 Unrealized +42.6%
IJR ISHARES TR 0.1%
Value ($000) $424 Shares 6,045 Est. Cost $90.32 Unrealized
PROSHARES TR 0.1%
Value ($000) $421 Shares 12,580 Est. Cost $34.47 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $415 Shares 7,189 Est. Cost $49.45 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $412 Shares 5,445 Est. Cost $20.29 Unrealized +8.5%
CLX CLOROX CO DEL 0.1%
Value ($000) $411 Shares 3,083 Est. Cost $87.63 Unrealized +20.2%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $406 Shares 1,204 Est. Cost $216.07 Unrealized +54.4%
BAC BANK AMER CORP 0.1%
Value ($000) $393 Shares 16,188 Est. Cost $13.86 Unrealized +37.8%
VXUS VANGUARD STAR FD 0.1%
Value ($000) $375 Shares 7,220 Est. Cost $45.84 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $370 Shares 2,315 Est. Cost $123.51 Unrealized +22.2%
BAX BAXTER INTL INC 0.1%
Value ($000) $368 Shares 6,083 Est. Cost $32.25 Unrealized +52.2%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $361 Shares 5,344 Est. Cost $57.63 Unrealized
BA BOEING CO 0.1%
Value ($000) $360 Shares 1,821 Est. Cost $121.72 Unrealized +43.7%
LOW LOWES COS INC 0.1%
Value ($000) $354 Shares 4,564 Est. Cost $59.78 Unrealized +16.6%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $352 Shares 2,415 Est. Cost $126.57 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value ($000) $333 Shares 3,742 Est. Cost $78.27 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $324 Shares 3,000 Est. Cost $97.33 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $322 Shares 5,701 Est. Cost $42.42 Unrealized +16.6%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $316 Shares 2,556 Est. Cost $94.53 Unrealized +13.3%
AGG ISHARES TR 0.1%
Value ($000) $306 Shares 2,795 Est. Cost $108.72 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $301 Shares 6,285 Est. Cost $29.19 Unrealized +20.2%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $301 Shares 4,230 Est. Cost $75.99 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $299 Shares 6,146 Est. Cost $35.81 Unrealized +8.6%
MYLAN N V 0.1%
Value ($000) $292 Shares 7,518 Est. Cost $54.06 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $284 Shares 2,682 Est. Cost $105.08 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $283 Shares 4,300 Est. Cost $61.12 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $280 Shares 2,296 Est. Cost $112.78 Unrealized
TMUS T MOBILE US INC 0.1%
Value ($000) $278 Shares 4,582 Est. Cost $44.35 Unrealized +41.9%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $278 Shares 3,924 Est. Cost $69.22 Unrealized -30.2%
PACWEST BANCORP DEL 0.1%
Value ($000) $277 Shares 5,930 Est. Cost $53.21 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $277 Shares 3,590 Est. Cost $24.41 Unrealized +37.4%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $275 Shares 3,572 Est. Cost $56.81 Unrealized +11.2%
NYF ISHARES TR 0.1%
Value ($000) $274 Shares 2,460 Est. Cost $108.87 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $272 Shares 2,236 Est. Cost $98.78 Unrealized +14.4%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $272 Shares 1,940 Est. Cost $25.45 Unrealized +8.2%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $271 Shares 3,477 Est. Cost $56.25 Unrealized +3.8%
LLY LILLY ELI & CO 0.1%
Value ($000) $269 Shares 3,264 Est. Cost $68.66 Unrealized +3.8%
IWB ISHARES TR 0.1%
Value ($000) $266 Shares 1,967 Est. Cost $131.98 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $263 Shares 3,263 Est. Cost $73.50 Unrealized -17.9%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $260 Shares 1,968 Est. Cost $87.85 Unrealized +17.1%
KANSAS CITY SOUTHERN 0.0%
Value ($000) $259 Shares 2,476 Est. Cost $85.62 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $259 Shares 4,490 Est. Cost $45.67 Unrealized +25.4%
SYY SYSCO CORP 0.0%
Value ($000) $258 Shares 5,120 Est. Cost $34.49 Unrealized +23.6%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $257 Shares 3,899 Est. Cost $63.16 Unrealized -11.6%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $256 Shares 5,936 Est. Cost $39.31 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $256 Shares 4,442 Est. Cost $49.75 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $254 Shares 4,364 Est. Cost $46.74 Unrealized +7.4%
BLACKROCK INC 0.0%
Value ($000) $254 Shares 601 Est. Cost $422.63 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $251 Shares 2,110 Est. Cost $118.81 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $251 Shares 979 Est. Cost $217.50 Unrealized 0.0%
PCG PG&E CORP 0.0%
Value ($000) $250 Shares 3,761 Est. Cost $56.53 Unrealized +16.0%
SAP SAP SE 0.0%
Value ($000) $250 Shares 2,384 Est. Cost $87.55 Unrealized
EATON VANCE TAX MNGD GBL DV 0.0%
Value ($000) $250 Shares 27,214 Est. Cost $9.69 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $246 Shares 4,458 Est. Cost $47.20 Unrealized -6.3%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $246 Shares 2,402 Est. Cost $85.35 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $245 Shares 1,848 Est. Cost $111.30 Unrealized +5.7%
EUFN ISHARES 0.0%
Value ($000) $244 Shares 11,103 Est. Cost $15.68 Unrealized
IYY ISHARES TR 0.0%
Value ($000) $243 Shares 2,000 Est. Cost $102.00 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $239 Shares 2,785 Est. Cost $54.19 Unrealized +12.1%
FDX FEDEX CORP 0.0%
Value ($000) $234 Shares 1,078 Est. Cost $158.34 Unrealized +8.0%
SUSA ISHARES TR 0.0%
Value ($000) $233 Shares 2,280 Est. Cost $86.27 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $231 Shares 1,592 Est. Cost $109.06 Unrealized +10.8%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $226 Shares 2,318 Est. Cost $37.32 Unrealized +15.0%
HYG ISHARES TR 0.0%
Value ($000) $219 Shares 2,480 Est. Cost $87.91 Unrealized
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $219 Shares 4,700 Est. Cost $45.32 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $218 Shares 1,635 Est. Cost $92.04 Unrealized +7.3%
UNITED STATES OIL FUND LP 0.0%
Value ($000) $216 Shares 22,764 Est. Cost $10.34 Unrealized
CANADIAN PAC RY LTD 0.0%
Value ($000) $209 Shares 1,300 Est. Cost $160.77 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $207 Shares 5,312 Est. Cost $31.91 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $207 Shares 30,684 Est. Cost $6.17 Unrealized
NUVEEN CA QUALTY MUN INCOME 0.0%
Value ($000) $205 Shares 13,610 Est. Cost $14.15 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $203 Shares 2,603 Est. Cost $65.59 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $203 Shares 2,292 Est. Cost $67.64 Unrealized 0.0%
SAN BANCO SANTANDER SA 0.0%
Value ($000) $166 Shares 24,782 Est. Cost $6.07 Unrealized
NUVEEN CALIFORNIA AMT QLT MU 0.0%
Value ($000) $158 Shares 10,138 Est. Cost $14.70 Unrealized
EATON VANCE TX MGD DIV EQ IN 0.0%
Value ($000) $141 Shares 12,499 Est. Cost $11.04 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $127 Shares 11,310 Est. Cost $7.09 Unrealized 0.0%
NEOS THERAPEUTICS INC 0.0%
Value ($000) $124 Shares 16,947 Est. Cost $7.20 Unrealized
SIENTRA INC 0.0%
Value ($000) $121 Shares 12,407 Est. Cost $8.38 Unrealized
ZIOPHARM ONCOLOGY INC 0.0%
Value ($000) $106 Shares 17,110 Est. Cost $6.31 Unrealized
AVON PRODS INC 0.0%
Value ($000) $81 Shares 21,408 Est. Cost $4.39 Unrealized
SPECTRUM PHARMACEUTICALS INC 0.0%
Value ($000) $75 Shares 10,000 Est. Cost $6.50 Unrealized
DENBURY RES INC 0.0%
Value ($000) $65 Shares 42,324 Est. Cost $1.94 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $61 Shares 11,150 Est. Cost $5.11 Unrealized
SYNTHETIC BIOLOGICS INC 0.0%
Value ($000) $13 Shares 23,180 Est. Cost $0.65 Unrealized
THESTREET INC 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $0.80 Unrealized