ProVise Management Group, LLC Diversified Active

CIK: 0001305707 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 7, 2018

Total Value ($000): $697,040 (100.0% shares, 0.0% debt)

Holdings (316)

VIG VANGUARD SPECIALIZED FUNDS 4.2%
Value ($000) $29,323 Shares 287,395 Est. Cost $66.84 Unrealized
SCHM SCHWAB STRATEGIC TR 2.7%
Value ($000) $18,794 Shares 352,802 Est. Cost $42.73 Unrealized
SDY SPDR SERIES TRUST 2.2%
Value ($000) $15,524 Shares 164,310 Est. Cost $67.66 Unrealized
SDOG ALPS ETF TR 2.1%
Value ($000) $14,932 Shares 326,035 Est. Cost $37.46 Unrealized
DON WISDOMTREE TR 2.1%
Value ($000) $14,860 Shares 421,194 Est. Cost $52.69 Unrealized
SCHD SCHWAB STRATEGIC TR 2.0%
Value ($000) $13,839 Shares 270,450 Est. Cost $40.16 Unrealized
SCHG SCHWAB STRATEGIC TR 1.8%
Value ($000) $12,891 Shares 182,303 Est. Cost $55.78 Unrealized
WFC WELLS FARGO CO NEW 1.7%
Value ($000) $11,631 Shares 191,709 Est. Cost $35.25 Unrealized +27.9%
EFAV ISHARES TR 1.7%
Value ($000) $11,567 Shares 158,490 Est. Cost $65.83 Unrealized
IJR ISHARES TR 1.6%
Value ($000) $11,098 Shares 144,477 Est. Cost $82.25 Unrealized
V VISA INC 1.5%
Value ($000) $10,563 Shares 92,643 Est. Cost $65.38 Unrealized +59.7%
EMR EMERSON ELEC CO 1.5%
Value ($000) $10,162 Shares 145,811 Est. Cost $43.20 Unrealized +23.3%
SCHA SCHWAB STRATEGIC TR 1.4%
Value ($000) $9,494 Shares 136,145 Est. Cost $61.00 Unrealized
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $9,470 Shares 103,067 Est. Cost $59.82 Unrealized +21.5%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $9,412 Shares 67,359 Est. Cost $61.67 Unrealized +80.0%
AMGN AMGEN INC 1.3%
Value ($000) $9,398 Shares 54,040 Est. Cost $121.10 Unrealized +14.1%
BLACKROCK INC 1.3%
Value ($000) $8,919 Shares 17,361 Est. Cost $318.86 Unrealized
PFE PFIZER INC 1.3%
Value ($000) $8,874 Shares 245,000 Est. Cost $19.01 Unrealized +25.2%
PEP PEPSICO INC 1.3%
Value ($000) $8,818 Shares 73,528 Est. Cost $58.02 Unrealized +53.4%
SCHF SCHWAB STRATEGIC TR 1.2%
Value ($000) $8,096 Shares 237,608 Est. Cost $30.94 Unrealized
IJH ISHARES TR 1.2%
Value ($000) $8,087 Shares 42,610 Est. Cost $130.74 Unrealized
NVS NOVARTIS A G 1.2%
Value ($000) $8,018 Shares 95,493 Est. Cost $78.52 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $7,897 Shares 6,752 Est. Cost $36.71 Unrealized +49.9%
UNITED TECHNOLOGIES CORP 1.1%
Value ($000) $7,836 Shares 61,424 Est. Cost $104.36 Unrealized
AXP AMERICAN EXPRESS CO 1.1%
Value ($000) $7,594 Shares 76,465 Est. Cost $62.66 Unrealized +36.0%
AAPL APPLE INC 1.0%
Value ($000) $7,242 Shares 42,801 Est. Cost $21.51 Unrealized +81.7%
KO COCA COLA CO 1.0%
Value ($000) $7,209 Shares 157,133 Est. Cost $28.75 Unrealized +24.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $6,931 Shares 34,964 Est. Cost $143.01 Unrealized +32.8%
ADI ANALOG DEVICES INC 1.0%
Value ($000) $6,863 Shares 77,087 Est. Cost $68.25 Unrealized +11.5%
GOOGL ALPHABET INC 0.9%
Value ($000) $6,418 Shares 6,092 Est. Cost $37.23 Unrealized +37.6%
LOW LOWES COS INC 0.9%
Value ($000) $6,062 Shares 65,226 Est. Cost $52.11 Unrealized +36.7%
SNY SANOFI 0.8%
Value ($000) $5,778 Shares 134,350 Est. Cost $48.08 Unrealized
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $5,662 Shares 53,252 Est. Cost $68.42 Unrealized
FNDA SCHWAB STRATEGIC TR 0.8%
Value ($000) $5,401 Shares 142,503 Est. Cost $30.38 Unrealized
SCHV SCHWAB STRATEGIC TR 0.7%
Value ($000) $5,206 Shares 95,213 Est. Cost $48.47 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.7%
Value ($000) $4,983 Shares 187,963 Est. Cost $40.66 Unrealized
AEP AMERICAN ELEC PWR INC 0.7%
Value ($000) $4,926 Shares 66,954 Est. Cost $35.26 Unrealized +59.0%
HANESBRANDS INC 0.7%
Value ($000) $4,874 Shares 233,105 Est. Cost $24.05 Unrealized
UNILEVER PLC 0.7%
Value ($000) $4,835 Shares 87,369 Est. Cost $40.88 Unrealized
BLACKROCK CORE BD TR 0.7%
Value ($000) $4,755 Shares 338,655 Est. Cost $13.65 Unrealized
COR AMERISOURCEBERGEN CORP 0.7%
Value ($000) $4,716 Shares 51,362 Est. Cost $65.11 Unrealized -2.6%
IWF ISHARES TR 0.7%
Value ($000) $4,657 Shares 34,578 Est. Cost $73.73 Unrealized
RYDEX ETF TRUST 0.7%
Value ($000) $4,611 Shares 104,474 Est. Cost $40.12 Unrealized
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $4,458 Shares 31,697 Est. Cost $84.94 Unrealized
DGS WISDOMTREE TR 0.6%
Value ($000) $4,385 Shares 84,090 Est. Cost $46.58 Unrealized
VOE VANGUARD INDEX FDS 0.6%
Value ($000) $4,378 Shares 39,239 Est. Cost $86.58 Unrealized
ENB ENBRIDGE INC 0.6%
Value ($000) $4,295 Shares 109,831 Est. Cost $24.03 Unrealized -3.0%
HDV ISHARES TR 0.6%
Value ($000) $4,280 Shares 47,479 Est. Cost $66.34 Unrealized
GIS GENERAL MLS INC 0.6%
Value ($000) $4,238 Shares 71,485 Est. Cost $36.65 Unrealized +10.6%
CMP COMPASS MINERALS INTL INC 0.6%
Value ($000) $4,140 Shares 57,301 Est. Cost $56.49 Unrealized -5.9%
VOT VANGUARD INDEX FDS 0.6%
Value ($000) $4,038 Shares 31,622 Est. Cost $98.82 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $4,017 Shares 62,822 Est. Cost $40.68 Unrealized
VLO VALERO ENERGY CORP NEW 0.6%
Value ($000) $3,962 Shares 43,106 Est. Cost $38.62 Unrealized +54.5%
EFA ISHARES TR 0.6%
Value ($000) $3,940 Shares 56,038 Est. Cost $61.46 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $3,939 Shares 40,731 Est. Cost $37.30 Unrealized +79.3%
BSV VANGUARD BD INDEX FD INC 0.5%
Value ($000) $3,618 Shares 45,738 Est. Cost $79.85 Unrealized
MCK MCKESSON CORP 0.5%
Value ($000) $3,581 Shares 22,960 Est. Cost $144.71 Unrealized -4.0%
META FACEBOOK INC 0.5%
Value ($000) $3,554 Shares 20,144 Est. Cost $87.33 Unrealized +101.0%
MSFT MICROSOFT CORP 0.5%
Value ($000) $3,547 Shares 41,465 Est. Cost $41.58 Unrealized +81.0%
GENERAL ELECTRIC CO 0.5%
Value ($000) $3,516 Shares 201,455 Est. Cost $24.49 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $3,374 Shares 63,748 Est. Cost $28.16 Unrealized +13.5%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $3,332 Shares 31,153 Est. Cost $39.59 Unrealized +105.4%
WELL WELLTOWER INC 0.5%
Value ($000) $3,323 Shares 52,110 Est. Cost $49.56 Unrealized +1.7%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $3,247 Shares 27,250 Est. Cost $68.08 Unrealized +26.7%
VBR VANGUARD INDEX FDS 0.5%
Value ($000) $3,177 Shares 23,920 Est. Cost $97.19 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $3,133 Shares 20,244 Est. Cost $111.68 Unrealized
RWO SPDR INDEX SHS FDS 0.4%
Value ($000) $3,126 Shares 63,959 Est. Cost $46.98 Unrealized
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $3,121 Shares 29,539 Est. Cost $48.38 Unrealized +43.8%
VYM VANGUARD WHITEHALL FDS INC 0.4%
Value ($000) $3,083 Shares 36,009 Est. Cost $68.48 Unrealized
VTIP VANGUARD MALVERN FDS 0.4%
Value ($000) $3,060 Shares 62,687 Est. Cost $49.39 Unrealized
EXPRESS SCRIPTS HLDG CO 0.4%
Value ($000) $3,021 Shares 40,461 Est. Cost $71.07 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $2,955 Shares 19,525 Est. Cost $80.98 Unrealized +75.6%
WESTERN ASSET PREMIER BD FD 0.4%
Value ($000) $2,922 Shares 211,582 Est. Cost $13.97 Unrealized
SCHE SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,907 Shares 104,053 Est. Cost $24.92 Unrealized
MSCI MSCI INC 0.4%
Value ($000) $2,905 Shares 22,962 Est. Cost $53.36 Unrealized +114.8%
SCHZ SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,806 Shares 53,917 Est. Cost $52.82 Unrealized
GPC GENUINE PARTS CO 0.4%
Value ($000) $2,800 Shares 29,465 Est. Cost $66.27 Unrealized +8.8%
BAC BANK AMER CORP 0.4%
Value ($000) $2,748 Shares 93,112 Est. Cost $11.32 Unrealized +101.2%
SO SOUTHERN CO 0.4%
Value ($000) $2,723 Shares 56,631 Est. Cost $28.79 Unrealized +26.6%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $2,683 Shares 13,189 Est. Cost $95.00 Unrealized +79.3%
PRICELINE GRP INC 0.4%
Value ($000) $2,608 Shares 1,501 Est. Cost $1180.52 Unrealized
VBK VANGUARD INDEX FDS 0.4%
Value ($000) $2,573 Shares 16,004 Est. Cost $115.12 Unrealized
C CITIGROUP INC 0.4%
Value ($000) $2,487 Shares 33,417 Est. Cost $33.44 Unrealized +68.9%
VTR VENTAS INC 0.4%
Value ($000) $2,440 Shares 40,658 Est. Cost $39.60 Unrealized +12.4%
BLACKSTONE GROUP L P 0.3%
Value ($000) $2,413 Shares 75,358 Est. Cost $30.92 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.3%
Value ($000) $2,402 Shares 33,862 Est. Cost $74.81 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $2,345 Shares 17,090 Est. Cost $115.34 Unrealized
AMERIGAS PARTNERS L P 0.3%
Value ($000) $2,343 Shares 50,670 Est. Cost $47.00 Unrealized
MTUM ISHARES TR 0.3%
Value ($000) $2,190 Shares 21,224 Est. Cost $88.77 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $2,166 Shares 2,070 Est. Cost $35.66 Unrealized +41.7%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $2,158 Shares 17,240 Est. Cost $71.73 Unrealized +16.5%
DWM WISDOMTREE TR 0.3%
Value ($000) $2,155 Shares 38,633 Est. Cost $47.57 Unrealized
DGRW WISDOMTREE TR 0.3%
Value ($000) $2,037 Shares 49,161 Est. Cost $38.42 Unrealized
BLACKROCK MUNICIPAL BOND TR 0.3%
Value ($000) $2,014 Shares 132,877 Est. Cost $16.08 Unrealized
RYDEX ETF TRUST 0.3%
Value ($000) $1,970 Shares 17,474 Est. Cost $112.74 Unrealized
BLACKROCK FLOAT RATE OME STR 0.3%
Value ($000) $1,937 Shares 140,424 Est. Cost $14.49 Unrealized
O REALTY INCOME CORP 0.3%
Value ($000) $1,929 Shares 33,835 Est. Cost $24.81 Unrealized +47.9%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $1,879 Shares 12,716 Est. Cost $101.25 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $1,865 Shares 39,441 Est. Cost $32.81 Unrealized +32.6%
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,850 Shares 25,521 Est. Cost $45.56 Unrealized +23.4%
SCHB SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,805 Shares 27,976 Est. Cost $50.35 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $1,805 Shares 32,089 Est. Cost $39.76 Unrealized +8.1%
D DOMINION ENERGY INC 0.3%
Value ($000) $1,798 Shares 22,185 Est. Cost $53.88 Unrealized +4.7%
BA BOEING CO 0.3%
Value ($000) $1,797 Shares 6,095 Est. Cost $122.78 Unrealized +109.6%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,773 Shares 30,879 Est. Cost $34.67 Unrealized +36.7%
PIMCO DYNAMIC INCOME FD 0.3%
Value ($000) $1,772 Shares 58,944 Est. Cost $28.78 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.3%
Value ($000) $1,751 Shares 23,582 Est. Cost $67.24 Unrealized
WMT WAL-MART STORES INC 0.3%
Value ($000) $1,747 Shares 17,690 Est. Cost $20.16 Unrealized +33.0%
HANCOCK JOHN INCOME SECS TR 0.2%
Value ($000) $1,722 Shares 115,947 Est. Cost $14.71 Unrealized
RYDEX ETF TRUST 0.2%
Value ($000) $1,695 Shares 23,176 Est. Cost $73.14 Unrealized
POWERSHARES ETF TRUST II 0.2%
Value ($000) $1,676 Shares 34,398 Est. Cost $48.72 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $1,597 Shares 29,798 Est. Cost $28.54 Unrealized +36.8%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $1,592 Shares 19,180 Est. Cost $71.96 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,572 Shares 9,135 Est. Cost $88.25 Unrealized +57.1%
HD HOME DEPOT INC 0.2%
Value ($000) $1,495 Shares 7,892 Est. Cost $57.39 Unrealized +146.8%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,472 Shares 17,604 Est. Cost $53.50 Unrealized +6.8%
DEO DIAGEO P L C 0.2%
Value ($000) $1,471 Shares 10,077 Est. Cost $116.73 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $1,466 Shares 38,273 Est. Cost $18.81 Unrealized +48.7%
CLAYMORE EXCHANGE TRD FD TR 0.2%
Value ($000) $1,458 Shares 68,472 Est. Cost $21.62 Unrealized
T AT&T INC 0.2%
Value ($000) $1,385 Shares 35,623 Est. Cost $11.97 Unrealized +27.4%
BLACKROCK FLOATING RATE INCO 0.2%
Value ($000) $1,378 Shares 99,030 Est. Cost $13.04 Unrealized
FEDERATED PREM MUN INC FD 0.2%
Value ($000) $1,375 Shares 97,974 Est. Cost $14.73 Unrealized
BB&T CORP 0.2%
Value ($000) $1,365 Shares 27,463 Est. Cost $48.75 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 0.2%
Value ($000) $1,353 Shares 5,622 Est. Cost $13.20 Unrealized +12.8%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,296 Shares 30,271 Est. Cost $25.30 Unrealized +36.3%
DREYFUS STRATEGIC MUNS INC 0.2%
Value ($000) $1,281 Shares 148,341 Est. Cost $8.69 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $1,246 Shares 8,171 Est. Cost $127.88 Unrealized
RYDEX ETF TRUST 0.2%
Value ($000) $1,226 Shares 8,579 Est. Cost $115.77 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,211 Shares 43,379 Est. Cost $22.38 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,180 Shares 25,709 Est. Cost $40.24 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,172 Shares 15,529 Est. Cost $44.53 Unrealized +35.4%
ABT ABBOTT LABS 0.2%
Value ($000) $1,158 Shares 20,301 Est. Cost $30.13 Unrealized +59.7%
RYDEX ETF TRUST 0.2%
Value ($000) $1,157 Shares 9,591 Est. Cost $120.63 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $1,156 Shares 7,570 Est. Cost $101.62 Unrealized
VXUS VANGUARD STAR FD 0.2%
Value ($000) $1,123 Shares 19,765 Est. Cost $48.14 Unrealized
BND VANGUARD BD INDEX FD INC 0.2%
Value ($000) $1,118 Shares 13,705 Est. Cost $80.98 Unrealized
BLACKROCK CR ALLCTN INC TR 0.2%
Value ($000) $1,088 Shares 81,648 Est. Cost $12.98 Unrealized
XXINSIXX INSIGHT SELECT INCOME FD 0.2%
Value ($000) $1,078 Shares 54,187 Est. Cost $19.89 Unrealized
DREYFUS STRATEGIC MUN BD FD 0.2%
Value ($000) $1,052 Shares 123,135 Est. Cost $8.27 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $1,038 Shares 49,110 Est. Cost $21.45 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,002 Shares 13,854 Est. Cost $68.27 Unrealized
NUVEEN ENHANCED MUN VALUE FD 0.1%
Value ($000) $983 Shares 69,230 Est. Cost $16.00 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $970 Shares 9,028 Est. Cost $90.96 Unrealized +7.0%
NEUBERGER BERMAN INTER MUNI 0.1%
Value ($000) $965 Shares 65,223 Est. Cost $14.71 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $946 Shares 11,893 Est. Cost $35.25 Unrealized +65.9%
SEAGATE TECHNOLOGY PLC 0.1%
Value ($000) $943 Shares 22,529 Est. Cost $41.86 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $930 Shares 15,180 Est. Cost $34.28 Unrealized +35.5%
CELGENE CORP 0.1%
Value ($000) $906 Shares 8,678 Est. Cost $103.51 Unrealized
TWENTY FIRST CENTY FOX INC 0.1%
Value ($000) $893 Shares 26,179 Est. Cost $31.99 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $886 Shares 2,759 Est. Cost $112.49 Unrealized +125.4%
NVDA NVIDIA CORP 0.1%
Value ($000) $862 Shares 4,456 Est. Cost $1.08 Unrealized +352.5%
MUB ISHARES TR 0.1%
Value ($000) $861 Shares 7,778 Est. Cost $109.94 Unrealized
DREYFUS MUN BD INFRSTRCTR FD 0.1%
Value ($000) $836 Shares 64,295 Est. Cost $13.23 Unrealized
SPECTRA ENERGY PARTNERS LP 0.1%
Value ($000) $815 Shares 20,610 Est. Cost $46.61 Unrealized
IQV IQVIA HLDGS INC 0.1%
Value ($000) $810 Shares 8,277 Est. Cost $101.80 Unrealized 0.0%
ALLERGAN PLC 0.1%
Value ($000) $810 Shares 4,948 Est. Cost $230.97 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $804 Shares 38,130 Est. Cost $21.33 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $798 Shares 9,133 Est. Cost $85.78 Unrealized
HYMB SPDR SERIES TRUST 0.1%
Value ($000) $796 Shares 14,301 Est. Cost $56.84 Unrealized
NUVEEN FLTNG RTE INCM OPP FD 0.1%
Value ($000) $783 Shares 68,718 Est. Cost $12.27 Unrealized
BLACKROCK LTD DURATION INC T 0.1%
Value ($000) $778 Shares 48,946 Est. Cost $16.69 Unrealized
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $761 Shares 14,062 Est. Cost $28.73 Unrealized +66.3%
DSI ISHARES TR 0.1%
Value ($000) $758 Shares 7,715 Est. Cost $61.37 Unrealized
BP BP PLC 0.1%
Value ($000) $744 Shares 17,703 Est. Cost $38.93 Unrealized
BLACKROCK MUNIHLDGS FD II IN 0.1%
Value ($000) $741 Shares 50,100 Est. Cost $15.16 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $727 Shares 4,979 Est. Cost $125.65 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $719 Shares 18,880 Est. Cost $39.28 Unrealized
AVY AVERY DENNISON CORP 0.1%
Value ($000) $718 Shares 6,251 Est. Cost $64.59 Unrealized +44.8%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $714 Shares 4,237 Est. Cost $125.95 Unrealized +11.9%
TOTAL S A 0.1%
Value ($000) $709 Shares 12,814 Est. Cost $48.66 Unrealized
MMM 3M CO 0.1%
Value ($000) $694 Shares 2,949 Est. Cost $83.65 Unrealized +73.3%
ZTS ZOETIS INC 0.1%
Value ($000) $668 Shares 9,283 Est. Cost $56.38 Unrealized +14.3%
ALPS ETF TR 0.1%
Value ($000) $651 Shares 60,339 Est. Cost $15.22 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $649 Shares 34,350 Est. Cost $17.88 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $648 Shares 2,751 Est. Cost $122.29 Unrealized +63.2%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $646 Shares 7,821 Est. Cost $77.31 Unrealized
SPYX SPDR SER TR 0.1%
Value ($000) $641 Shares 9,889 Est. Cost $49.91 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $640 Shares 8,283 Est. Cost $47.82 Unrealized +11.6%
IWR ISHARES TR 0.1%
Value ($000) $639 Shares 3,071 Est. Cost $166.08 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.1%
Value ($000) $638 Shares 12,421 Est. Cost $20.15 Unrealized +109.0%
KRE SPDR SERIES TRUST 0.1%
Value ($000) $636 Shares 10,803 Est. Cost $56.00 Unrealized
NEW ORIENTAL ED & TECH GRP I 0.1%
Value ($000) $635 Shares 6,753 Est. Cost $36.53 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $635 Shares 3,677 Est. Cost $58.34 Unrealized +159.1%
XMUIX BLACKROCK MUNI INTER DR FD I 0.1%
Value ($000) $632 Shares 45,348 Est. Cost $14.58 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $626 Shares 25,471 Est. Cost $24.58 Unrealized
SQM SOCIEDAD QUIMICA MINERA DE C 0.1%
Value ($000) $621 Shares 10,467 Est. Cost $34.17 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $613 Shares 5,081 Est. Cost $78.46 Unrealized +11.6%
HON HONEYWELL INTL INC 0.1%
Value ($000) $610 Shares 3,980 Est. Cost $84.69 Unrealized +33.9%
IVV ISHARES TR 0.1%
Value ($000) $609 Shares 2,266 Est. Cost $211.33 Unrealized
EATON VANCE LTD DUR INCOME F 0.1%
Value ($000) $603 Shares 44,262 Est. Cost $14.74 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $597 Shares 12,680 Est. Cost $38.43 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $593 Shares 10,700 Est. Cost $55.48 Unrealized
EMN EASTMAN CHEM CO 0.1%
Value ($000) $590 Shares 6,372 Est. Cost $68.80 Unrealized 0.0%
IJK ISHARES TR 0.1%
Value ($000) $586 Shares 2,715 Est. Cost $141.21 Unrealized
MAZOR ROBOTICS LTD 0.1%
Value ($000) $585 Shares 11,329 Est. Cost $35.88 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $574 Shares 5,610 Est. Cost $75.54 Unrealized +33.3%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $556 Shares 2,265 Est. Cost $188.73 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $555 Shares 5,000 Est. Cost $61.08 Unrealized +25.3%
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value ($000) $546 Shares 35,803 Est. Cost $15.89 Unrealized
SENIOR HSG PPTYS TR 0.1%
Value ($000) $540 Shares 28,177 Est. Cost $25.86 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $539 Shares 2,357 Est. Cost $110.42 Unrealized +72.1%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $536 Shares 8,900 Est. Cost $60.89 Unrealized
ANDEAVOR 0.1%
Value ($000) $528 Shares 4,616 Est. Cost $114.38 Unrealized
POWERSHARES ETF TR II 0.1%
Value ($000) $516 Shares 20,000 Est. Cost $25.80 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $512 Shares 3,325 Est. Cost $140.73 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $501 Shares 35,603 Est. Cost $15.05 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $497 Shares 14,027 Est. Cost $40.58 Unrealized
EZU ISHARES INC 0.1%
Value ($000) $495 Shares 11,400 Est. Cost $40.34 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $487 Shares 8,165 Est. Cost $43.30 Unrealized +14.8%
SUNTRUST BKS INC 0.1%
Value ($000) $483 Shares 7,474 Est. Cost $54.89 Unrealized
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $482 Shares 16,758 Est. Cost $21.56 Unrealized 0.0%
BAX BAXTER INTL INC 0.1%
Value ($000) $475 Shares 7,350 Est. Cost $30.52 Unrealized +82.8%
TIME WARNER INC 0.1%
Value ($000) $473 Shares 5,166 Est. Cost $73.77 Unrealized
DEUTSCHE MUN INCOME 0.1%
Value ($000) $469 Shares 39,467 Est. Cost $13.25 Unrealized
HERTZ GLOBAL HLDGS INC 0.1%
Value ($000) $467 Shares 21,127 Est. Cost $22.31 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $465 Shares 10,374 Est. Cost $40.41 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $457 Shares 6,372 Est. Cost $55.76 Unrealized +0.2%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $452 Shares 6,624 Est. Cost $63.37 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $451 Shares 6,831 Est. Cost $61.82 Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $446 Shares 6,593 Est. Cost $46.78 Unrealized +21.2%
DOWDUPONT INC 0.1%
Value ($000) $442 Shares 6,211 Est. Cost $69.24 Unrealized
ESLT ELBIT SYS LTD 0.1%
Value ($000) $440 Shares 3,300 Est. Cost $121.69 Unrealized +8.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $436 Shares 6,612 Est. Cost $35.55 Unrealized +33.5%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $433 Shares 3,595 Est. Cost $87.76 Unrealized +3.6%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $432 Shares 4,122 Est. Cost $53.51 Unrealized +34.1%
SMG SCOTTS MIRACLE GRO CO 0.1%
Value ($000) $419 Shares 3,917 Est. Cost $58.71 Unrealized +28.2%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $416 Shares 1,594 Est. Cost $205.53 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $414 Shares 3,538 Est. Cost $69.36 Unrealized +48.0%
DREYFUS MUN INCOME INC 0.1%
Value ($000) $412 Shares 46,364 Est. Cost $9.31 Unrealized
XBKNX BLACKROCK INVT QUALITY MUN T 0.1%
Value ($000) $397 Shares 26,642 Est. Cost $14.69 Unrealized
HOSPITALITY PPTYS TR 0.1%
Value ($000) $396 Shares 13,283 Est. Cost $26.29 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $396 Shares 3,765 Est. Cost $51.37 Unrealized +110.4%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $392 Shares 6,628 Est. Cost $54.28 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $390 Shares 1,820 Est. Cost $171.06 Unrealized +8.4%
CWB SPDR SERIES TRUST 0.1%
Value ($000) $389 Shares 7,694 Est. Cost $51.02 Unrealized
BWX SPDR SERIES TRUST 0.1%
Value ($000) $387 Shares 13,621 Est. Cost $27.82 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $386 Shares 7,905 Est. Cost $34.78 Unrealized +7.7%
NTT DOCOMO INC 0.1%
Value ($000) $385 Shares 16,208 Est. Cost $15.68 Unrealized
POWERSHARES ETF TRUST II 0.1%
Value ($000) $367 Shares 15,952 Est. Cost $24.05 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $364 Shares 7,894 Est. Cost $18.77 Unrealized +94.7%
LLY LILLY ELI & CO 0.1%
Value ($000) $360 Shares 4,262 Est. Cost $71.29 Unrealized +5.6%
SYNOVUS FINL CORP 0.1%
Value ($000) $355 Shares 7,398 Est. Cost $29.41 Unrealized
CERNER CORP 0.1%
Value ($000) $350 Shares 5,184 Est. Cost $59.37 Unrealized
BLACKROCK TAX MUNICPAL BD TR 0.0%
Value ($000) $341 Shares 14,673 Est. Cost $23.56 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $339 Shares 1,993 Est. Cost $109.06 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $333 Shares 6,070 Est. Cost $34.86 Unrealized +13.7%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $331 Shares 1,300 Est. Cost $149.48 Unrealized +37.2%
HARRIS CORP DEL 0.0%
Value ($000) $330 Shares 2,331 Est. Cost $95.01 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $329 Shares 5,436 Est. Cost $48.94 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $325 Shares 2,256 Est. Cost $90.33 Unrealized +15.9%
DISCOVER FINL SVCS 0.0%
Value ($000) $324 Shares 4,209 Est. Cost $58.81 Unrealized
MOAT VANECK VECTORS ETF TR 0.0%
Value ($000) $319 Shares 7,525 Est. Cost $32.53 Unrealized
NKE NIKE INC 0.0%
Value ($000) $319 Shares 5,097 Est. Cost $48.25 Unrealized +7.3%
GLW CORNING INC 0.0%
Value ($000) $313 Shares 9,794 Est. Cost $19.48 Unrealized +29.5%
DVY ISHARES TR 0.0%
Value ($000) $312 Shares 3,164 Est. Cost $77.69 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $310 Shares 17,142 Est. Cost $10.91 Unrealized +4.4%
ET ENERGY TRANSFER EQUITY L P 0.0%
Value ($000) $307 Shares 17,800 Est. Cost $36.98 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $304 Shares 2,081 Est. Cost $120.85 Unrealized +7.2%
NUVEEN MULTI MKT INCOME FD 0.0%
Value ($000) $298 Shares 39,214 Est. Cost $7.55 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $295 Shares 8,034 Est. Cost $34.36 Unrealized
LAZARD LTD 0.0%
Value ($000) $289 Shares 5,500 Est. Cost $49.27 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $287 Shares 4,221 Est. Cost $30.27 Unrealized +70.6%
MET METLIFE INC 0.0%
Value ($000) $284 Shares 5,613 Est. Cost $27.12 Unrealized +47.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $280 Shares 4,380 Est. Cost $44.24 Unrealized +10.8%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $278 Shares 20,216 Est. Cost $14.58 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $277 Shares 3,415 Est. Cost $71.70 Unrealized
WESTERN ASSET INTM MUNI FD I 0.0%
Value ($000) $268 Shares 28,750 Est. Cost $9.99 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $266 Shares 1,982 Est. Cost $80.85 Unrealized +24.7%
DTH WISDOMTREE TR 0.0%
Value ($000) $266 Shares 6,000 Est. Cost $41.83 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $264 Shares 6,600 Est. Cost $27.32 Unrealized +12.3%
POWERSHARES ETF TRUST II 0.0%
Value ($000) $262 Shares 10,968 Est. Cost $23.89 Unrealized
BLACKROCK MUNIHLDS INVSTM QL 0.0%
Value ($000) $259 Shares 17,687 Est. Cost $14.36 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $259 Shares 3,852 Est. Cost $67.66 Unrealized -24.3%
COOPER COS INC 0.0%
Value ($000) $256 Shares 1,177 Est. Cost $133.96 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $255 Shares 2,445 Est. Cost $65.19 Unrealized +19.1%
VIGI VANGUARD WHITEHALL FDS INC 0.0%
Value ($000) $251 Shares 3,785 Est. Cost $57.35 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $249 Shares 8,078 Est. Cost $22.48 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $248 Shares 6,000 Est. Cost $41.33 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $245 Shares 3,428 Est. Cost $17.54 Unrealized +108.9%
ALTABA INC 0.0%
Value ($000) $241 Shares 3,446 Est. Cost $66.16 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $241 Shares 3,788 Est. Cost $57.77 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $239 Shares 4,632 Est. Cost $46.59 Unrealized
DXJ WISDOMTREE TR 0.0%
Value ($000) $236 Shares 3,974 Est. Cost $59.39 Unrealized
APOLLO GLOBAL MGMT LLC 0.0%
Value ($000) $232 Shares 6,925 Est. Cost $20.88 Unrealized
TCW STRATEGIC INCOME FUND IN 0.0%
Value ($000) $231 Shares 39,250 Est. Cost $5.51 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $229 Shares 4,337 Est. Cost $35.90 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $228 Shares 1,985 Est. Cost $71.07 Unrealized +7.2%
CCL CARNIVAL CORP 0.0%
Value ($000) $227 Shares 3,414 Est. Cost $56.43 Unrealized +7.6%
UBS AG JERSEY BRH 0.0%
Value ($000) $227 Shares 9,350 Est. Cost $26.46 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $226 Shares 3,465 Est. Cost $48.06 Unrealized 0.0%
IEF ISHARES TR 0.0%
Value ($000) $226 Shares 2,144 Est. Cost $105.41 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $226 Shares 10,500 Est. Cost $20.88 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $221 Shares 640 Est. Cost $317.19 Unrealized
CM CDN IMPERIAL BK COMM TORONTO 0.0%
Value ($000) $220 Shares 2,254 Est. Cost $30.91 Unrealized 0.0%
PPL PPL CORP 0.0%
Value ($000) $219 Shares 7,060 Est. Cost $26.27 Unrealized -5.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $217 Shares 2,584 Est. Cost $62.65 Unrealized 0.0%
SUSA ISHARES TR 0.0%
Value ($000) $215 Shares 1,939 Est. Cost $104.55 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $214 Shares 3,915 Est. Cost $10.04 Unrealized 0.0%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $208 Shares 13,454 Est. Cost $16.28 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $207 Shares 6,114 Est. Cost $31.56 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $206 Shares 824 Est. Cost $199.05 Unrealized 0.0%
KKR & CO L P DEL 0.0%
Value ($000) $205 Shares 9,715 Est. Cost $22.42 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $204 Shares 9,782 Est. Cost $20.78 Unrealized 0.0%
HANCOCK JOHN INVS TR 0.0%
Value ($000) $191 Shares 10,875 Est. Cost $17.14 Unrealized
XMVTX BLACKROCK MUNIVEST FD II INC 0.0%
Value ($000) $167 Shares 10,800 Est. Cost $15.29 Unrealized
BLACKROCK MUNIASSETS FD INC 0.0%
Value ($000) $165 Shares 11,000 Est. Cost $12.62 Unrealized
MFS INTER INCOME TR 0.0%
Value ($000) $157 Shares 37,940 Est. Cost $5.41 Unrealized
PUTMAN HIGH INCOME SEC FUND 0.0%
Value ($000) $151 Shares 16,708 Est. Cost $7.88 Unrealized
BLACKROCK MUNIYLD INVST QLTY 0.0%
Value ($000) $139 Shares 10,000 Est. Cost $14.00 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $138 Shares 22,310 Est. Cost $6.74 Unrealized
MWA MUELLER WTR PRODS INC 0.0%
Value ($000) $132 Shares 10,500 Est. Cost $5.51 Unrealized +94.7%
DEUTSCHE STRATEGIC INCOME TR 0.0%
Value ($000) $131 Shares 10,500 Est. Cost $12.14 Unrealized
OMEX ODYSSEY MARINE EXPLORATION I 0.0%
Value ($000) $120 Shares 31,678 Est. Cost $3.63 Unrealized +8.2%
MFS MULTIMARKET INCOME TR 0.0%
Value ($000) $75 Shares 12,400 Est. Cost $6.27 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value ($000) $74 Shares 19,000 Est. Cost $0.81 Unrealized +309.9%
ABERDEEN ASIA PACIFIC INCOM 0.0%
Value ($000) $51 Shares 10,472 Est. Cost $4.65 Unrealized