Segment Wealth Management, LLC Diversified Active

CIK: 0001575581 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 17, 2018

Total Value ($000): $423,956 (100.0% shares, 0.0% debt)

Holdings (206)

BRK/A BERKSHIRE HATHAWAY INC DEL 4.7%
Value ($000) $20,025 Shares 71 Est. Cost $249666.89 Unrealized +17.3%
IWD ISHARES TR 3.9%
Value ($000) $16,666 Shares 137,308 Est. Cost $95.29 Unrealized
QQQ INVESCO QQQ TR 2.9%
Value ($000) $12,210 Shares 71,132 Est. Cost $171.65 Unrealized
SPY SPDR S&P 500 ETF TR 2.7%
Value ($000) $11,310 Shares 41,696 Est. Cost $218.31 Unrealized
VTI VANGUARD INDEX FDS 2.5%
Value ($000) $10,448 Shares 74,403 Est. Cost $98.21 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 2.4%
Value ($000) $10,176 Shares 28,663 Est. Cost $260.63 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $7,297 Shares 39,418 Est. Cost $23.44 Unrealized +82.4%
OEF ISHARES TR 1.5%
Value ($000) $6,571 Shares 54,940 Est. Cost $84.12 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $6,006 Shares 49,496 Est. Cost $72.83 Unrealized +38.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $5,747 Shares 30,789 Est. Cost $162.99 Unrealized +19.6%
MSFT MICROSOFT CORP 1.3%
Value ($000) $5,591 Shares 56,689 Est. Cost $50.83 Unrealized +76.6%
HD HOME DEPOT INC 1.3%
Value ($000) $5,507 Shares 28,226 Est. Cost $73.83 Unrealized +109.9%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $5,225 Shares 21,294 Est. Cost $89.89 Unrealized +136.0%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $5,215 Shares 50,050 Est. Cost $63.33 Unrealized +40.6%
PFE PFIZER INC 1.2%
Value ($000) $5,159 Shares 142,198 Est. Cost $18.41 Unrealized +32.0%
IEFA ISHARES TR 1.2%
Value ($000) $5,128 Shares 80,924 Est. Cost $62.32 Unrealized
IJS ISHARES TR 1.2%
Value ($000) $5,113 Shares 31,316 Est. Cost $122.62 Unrealized
MCD MCDONALDS CORP 1.2%
Value ($000) $4,936 Shares 31,502 Est. Cost $82.24 Unrealized +64.8%
ACN ACCENTURE PLC IRELAND 1.2%
Value ($000) $4,933 Shares 30,152 Est. Cost $86.27 Unrealized +61.5%
COP CONOCOPHILLIPS 1.1%
Value ($000) $4,873 Shares 69,989 Est. Cost $35.40 Unrealized +46.3%
TXN TEXAS INSTRS INC 1.1%
Value ($000) $4,822 Shares 43,733 Est. Cost $61.10 Unrealized +42.9%
MO ALTRIA GROUP INC 1.1%
Value ($000) $4,753 Shares 83,693 Est. Cost $20.61 Unrealized +56.2%
V VISA INC 1.1%
Value ($000) $4,649 Shares 35,108 Est. Cost $80.08 Unrealized +52.4%
EPD ENTERPRISE PRODS PARTNERS L 1.1%
Value ($000) $4,619 Shares 166,896 Est. Cost $41.73 Unrealized
MMM 3M CO 1.1%
Value ($000) $4,604 Shares 23,403 Est. Cost $75.97 Unrealized +71.3%
LYB LYONDELLBASELL INDUSTRIES N 1.1%
Value ($000) $4,468 Shares 40,671 Est. Cost $51.57 Unrealized +32.6%
NKE NIKE INC 1.1%
Value ($000) $4,466 Shares 56,045 Est. Cost $43.34 Unrealized +47.3%
WMT WALMART INC 1.1%
Value ($000) $4,465 Shares 52,132 Est. Cost $27.72 Unrealized -8.9%
CSCO CISCO SYS INC 1.1%
Value ($000) $4,455 Shares 103,540 Est. Cost $20.42 Unrealized +70.1%
MRSH MARSH & MCLENNAN COS INC 1.0%
Value ($000) $4,372 Shares 53,334 Est. Cost $40.32 Unrealized +79.1%
ADP AUTOMATIC DATA PROCESSING IN 1.0%
Value ($000) $4,350 Shares 32,427 Est. Cost $60.42 Unrealized +78.4%
CTRA CABOT OIL & GAS CORP 1.0%
Value ($000) $4,316 Shares 181,346 Est. Cost $25.92 Unrealized -33.6%
HON HONEYWELL INTL INC 1.0%
Value ($000) $4,283 Shares 29,734 Est. Cost $110.42 Unrealized +2.9%
UNP UNION PAC CORP 1.0%
Value ($000) $4,276 Shares 30,180 Est. Cost $77.64 Unrealized +51.6%
GS GOLDMAN SACHS GROUP INC 1.0%
Value ($000) $4,238 Shares 19,213 Est. Cost $137.82 Unrealized +45.6%
SCHW SCHWAB CHARLES CORP NEW 1.0%
Value ($000) $4,231 Shares 82,794 Est. Cost $33.87 Unrealized +47.2%
DHR DANAHER CORP DEL 1.0%
Value ($000) $4,193 Shares 42,487 Est. Cost $84.28 Unrealized +2.0%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $4,034 Shares 48,768 Est. Cost $53.77 Unrealized +4.4%
EEMV ISHARES INC 0.9%
Value ($000) $3,936 Shares 68,057 Est. Cost $56.10 Unrealized
AVGO BROADCOM INC 0.9%
Value ($000) $3,909 Shares 16,109 Est. Cost $19.73 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.9%
Value ($000) $3,899 Shares 26,026 Est. Cost $100.37 Unrealized
CVX CHEVRON CORP NEW 0.9%
Value ($000) $3,896 Shares 30,816 Est. Cost $72.82 Unrealized +22.4%
LVS LAS VEGAS SANDS CORP 0.9%
Value ($000) $3,881 Shares 50,823 Est. Cost $50.61 Unrealized +29.8%
SPDR SERIES TRUST 0.9%
Value ($000) $3,849 Shares 89,395 Est. Cost $43.06 Unrealized
XLF SELECT SECTOR SPDR TR 0.9%
Value ($000) $3,816 Shares 143,500 Est. Cost $21.95 Unrealized
SYK STRYKER CORP 0.9%
Value ($000) $3,808 Shares 22,552 Est. Cost $142.47 Unrealized +8.6%
RAYTHEON CO 0.9%
Value ($000) $3,737 Shares 19,345 Est. Cost $158.60 Unrealized
GRMN GARMIN LTD 0.9%
Value ($000) $3,674 Shares 60,235 Est. Cost $39.52 Unrealized +26.5%
STT STATE STR CORP 0.8%
Value ($000) $3,589 Shares 38,565 Est. Cost $57.15 Unrealized +36.2%
EQIX EQUINIX INC 0.8%
Value ($000) $3,407 Shares 7,925 Est. Cost $349.39 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.8%
Value ($000) $3,390 Shares 122,330 Est. Cost $16.22 Unrealized +28.7%
AMT AMERICAN TOWER CORP NEW 0.8%
Value ($000) $3,365 Shares 23,338 Est. Cost $112.03 Unrealized +1.6%
BLACKROCK INC 0.8%
Value ($000) $3,328 Shares 6,672 Est. Cost $503.35 Unrealized
STZ CONSTELLATION BRANDS INC 0.8%
Value ($000) $3,277 Shares 14,972 Est. Cost $199.66 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.8%
Value ($000) $3,274 Shares 48,851 Est. Cost $55.10 Unrealized -0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.8%
Value ($000) $3,214 Shares 87,903 Est. Cost $33.67 Unrealized
ALL ALLSTATE CORP 0.8%
Value ($000) $3,189 Shares 34,935 Est. Cost $54.99 Unrealized +44.8%
FDN FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $3,088 Shares 22,433 Est. Cost $108.04 Unrealized
VTV VANGUARD INDEX FDS 0.7%
Value ($000) $2,891 Shares 27,843 Est. Cost $78.81 Unrealized
KRE SPDR SERIES TRUST 0.7%
Value ($000) $2,828 Shares 46,359 Est. Cost $60.39 Unrealized
DEO DIAGEO P L C 0.6%
Value ($000) $2,748 Shares 19,082 Est. Cost $133.60 Unrealized
BA BOEING CO 0.6%
Value ($000) $2,535 Shares 7,558 Est. Cost $107.01 Unrealized +208.7%
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,446 Shares 35,210 Est. Cost $50.44 Unrealized
APACHE CORP 0.6%
Value ($000) $2,367 Shares 50,617 Est. Cost $85.28 Unrealized
XLY SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,345 Shares 21,453 Est. Cost $83.42 Unrealized
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $2,317 Shares 28,687 Est. Cost $67.36 Unrealized -16.0%
EFA ISHARES TR 0.5%
Value ($000) $2,292 Shares 34,228 Est. Cost $65.57 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $2,248 Shares 30,286 Est. Cost $69.41 Unrealized
VLO VALERO ENERGY CORP NEW 0.5%
Value ($000) $2,241 Shares 20,218 Est. Cost $37.99 Unrealized +117.3%
FLOT ISHARES TR 0.5%
Value ($000) $2,133 Shares 41,825 Est. Cost $50.93 Unrealized
PII POLARIS INDS INC 0.5%
Value ($000) $2,122 Shares 17,372 Est. Cost $86.76 Unrealized +34.9%
MTSI MACOM TECH SOLUTIONS HLDGS I 0.5%
Value ($000) $2,090 Shares 90,725 Est. Cost $24.69 Unrealized -13.9%
FXL FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,967 Shares 34,950 Est. Cost $56.28 Unrealized
GLD SPDR GOLD TRUST 0.5%
Value ($000) $1,945 Shares 16,395 Est. Cost $119.23 Unrealized
IWO ISHARES TR 0.5%
Value ($000) $1,925 Shares 9,419 Est. Cost $163.98 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value ($000) $1,877 Shares 27,174 Est. Cost $66.04 Unrealized
ITA ISHARES TR 0.4%
Value ($000) $1,843 Shares 9,576 Est. Cost $143.68 Unrealized
IJK ISHARES TR 0.4%
Value ($000) $1,781 Shares 7,925 Est. Cost $171.48 Unrealized
CAT CATERPILLAR INC DEL 0.4%
Value ($000) $1,774 Shares 13,070 Est. Cost $75.12 Unrealized +68.4%
VIG VANGUARD GROUP 0.4%
Value ($000) $1,734 Shares 17,064 Est. Cost $84.19 Unrealized
AEP AMERICAN ELEC PWR INC 0.4%
Value ($000) $1,723 Shares 24,892 Est. Cost $35.14 Unrealized +46.5%
AMZN AMAZON COM INC 0.4%
Value ($000) $1,681 Shares 989 Est. Cost $44.08 Unrealized +80.1%
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,664 Shares 19,941 Est. Cost $70.37 Unrealized
IWF ISHARES TR 0.4%
Value ($000) $1,656 Shares 11,519 Est. Cost $105.76 Unrealized
APOLLO GLOBAL MGMT LLC 0.4%
Value ($000) $1,652 Shares 51,840 Est. Cost $26.81 Unrealized
PB PROSPERITY BANCSHARES INC 0.3%
Value ($000) $1,351 Shares 19,760 Est. Cost $56.35 Unrealized +2.4%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,351 Shares 16,230 Est. Cost $46.05 Unrealized +72.6%
MRK MERCK & CO INC 0.3%
Value ($000) $1,325 Shares 21,811 Est. Cost $36.76 Unrealized +21.1%
IWM ISHARES TR 0.3%
Value ($000) $1,321 Shares 8,060 Est. Cost $120.90 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $1,302 Shares 6,702 Est. Cost $100.96 Unrealized +77.7%
OKE ONEOK INC NEW 0.3%
Value ($000) $1,273 Shares 18,241 Est. Cost $32.05 Unrealized +24.1%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,256 Shares 4,250 Est. Cost $169.78 Unrealized +54.6%
PWR QUANTA SVCS INC 0.3%
Value ($000) $1,181 Shares 35,351 Est. Cost $27.85 Unrealized +23.3%
KO COCA COLA CO 0.3%
Value ($000) $1,158 Shares 26,393 Est. Cost $29.06 Unrealized +17.1%
APTIV PLC 0.3%
Value ($000) $1,085 Shares 11,840 Est. Cost $85.40 Unrealized
IJJ ISHARES TR 0.3%
Value ($000) $1,066 Shares 6,580 Est. Cost $131.00 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $1,056 Shares 9,707 Est. Cost $71.05 Unrealized +15.0%
FPE FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $931 Shares 48,860 Est. Cost $19.99 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $896 Shares 802 Est. Cost $47.66 Unrealized +12.5%
CYRUSONE INC 0.2%
Value ($000) $849 Shares 14,550 Est. Cost $58.35 Unrealized
EOG EOG RES INC 0.2%
Value ($000) $830 Shares 6,665 Est. Cost $61.18 Unrealized +42.6%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $825 Shares 10,568 Est. Cost $61.89 Unrealized -0.1%
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $785 Shares 32,364 Est. Cost $24.26 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $781 Shares 2,860 Est. Cost $230.23 Unrealized
DOWDUPONT INC 0.2%
Value ($000) $776 Shares 11,766 Est. Cost $71.24 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $770 Shares 8,315 Est. Cost $31.76 Unrealized +122.0%
TWITTER INC 0.2%
Value ($000) $767 Shares 17,568 Est. Cost $23.62 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $738 Shares 5,329 Est. Cost $128.04 Unrealized -4.2%
PSX PHILLIPS 66 0.2%
Value ($000) $707 Shares 6,294 Est. Cost $62.56 Unrealized +32.9%
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $692 Shares 10,485 Est. Cost $57.55 Unrealized
T AT&T INC 0.2%
Value ($000) $681 Shares 21,242 Est. Cost $13.61 Unrealized +6.7%
PRK PARK NATL CORP 0.2%
Value ($000) $679 Shares 6,094 Est. Cost $75.57 Unrealized +47.9%
VEA VANGUARD TAX MANAGED INTL FD 0.2%
Value ($000) $674 Shares 15,700 Est. Cost $39.25 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $659 Shares 8,334 Est. Cost $52.94 Unrealized +6.6%
SYY SYSCO CORP 0.1%
Value ($000) $618 Shares 9,060 Est. Cost $37.59 Unrealized +39.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $615 Shares 3,013 Est. Cost $150.89 Unrealized +22.5%
MPC MARATHON PETE CORP 0.1%
Value ($000) $612 Shares 8,721 Est. Cost $38.48 Unrealized +56.0%
MINT PIMCO ETF TR 0.1%
Value ($000) $609 Shares 6,000 Est. Cost $101.50 Unrealized
VERTEX ENERGY INC 0.1%
Value ($000) $588 Shares 554,775 Est. Cost $3.48 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $570 Shares 1,455 Est. Cost $19.84 Unrealized +71.8%
PSA PUBLIC STORAGE 0.1%
Value ($000) $545 Shares 2,400 Est. Cost $141.12 Unrealized +7.8%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $544 Shares 8,400 Est. Cost $44.47 Unrealized +22.8%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $543 Shares 9,811 Est. Cost $36.51 Unrealized +11.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $540 Shares 3,235 Est. Cost $28.43 Unrealized +17.5%
MDT MEDTRONIC PLC 0.1%
Value ($000) $539 Shares 6,299 Est. Cost $61.06 Unrealized +12.2%
CEDAR FAIR L P 0.1%
Value ($000) $535 Shares 8,503 Est. Cost $44.03 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $531 Shares 3,367 Est. Cost $139.29 Unrealized
WILLIAMS PARTNERS L P NEW 0.1%
Value ($000) $526 Shares 12,950 Est. Cost $47.31 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $526 Shares 18,649 Est. Cost $18.65 Unrealized +33.2%
IEX IDEX CORP 0.1%
Value ($000) $496 Shares 3,631 Est. Cost $58.32 Unrealized +118.1%
HEALTHCARE RLTY TR 0.1%
Value ($000) $494 Shares 17,000 Est. Cost $25.31 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $439 Shares 1,832 Est. Cost $165.84 Unrealized +19.7%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $438 Shares 17,908 Est. Cost $24.46 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $435 Shares 18,002 Est. Cost $24.16 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $421 Shares 17,106 Est. Cost $24.61 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $413 Shares 7,944 Est. Cost $45.82 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $413 Shares 1,654 Est. Cost $221.89 Unrealized
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $412 Shares 20,000 Est. Cost $19.77 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $400 Shares 7,230 Est. Cost $42.30 Unrealized +2.5%
MPLX MPLX LP 0.1%
Value ($000) $396 Shares 11,584 Est. Cost $35.71 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $384 Shares 3,661 Est. Cost $68.67 Unrealized +41.5%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $381 Shares 3,582 Est. Cost $77.13 Unrealized +8.6%
AETNA INC NEW 0.1%
Value ($000) $377 Shares 2,057 Est. Cost $110.78 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $371 Shares 329 Est. Cost $47.08 Unrealized +14.7%
IWB ISHARES TR 0.1%
Value ($000) $370 Shares 2,436 Est. Cost $89.90 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.1%
Value ($000) $369 Shares 5,400 Est. Cost $69.69 Unrealized
ANDEAVOR 0.1%
Value ($000) $355 Shares 2,709 Est. Cost $103.69 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $338 Shares 6,713 Est. Cost $27.49 Unrealized +17.2%
TC PIPELINES LP 0.1%
Value ($000) $324 Shares 12,500 Est. Cost $48.32 Unrealized
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $324 Shares 7,255 Est. Cost $44.84 Unrealized -4.2%
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $319 Shares 2,958 Est. Cost $76.51 Unrealized -1.9%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $318 Shares 2,761 Est. Cost $62.39 Unrealized +58.9%
ARCC ARES CAP CORP 0.1%
Value ($000) $318 Shares 19,333 Est. Cost $6.03 Unrealized +31.7%
IJH ISHARES TR 0.1%
Value ($000) $311 Shares 1,595 Est. Cost $188.31 Unrealized
CPT CAMDEN PPTY TR 0.1%
Value ($000) $310 Shares 3,398 Est. Cost $45.92 Unrealized +46.3%
INDEPENDENT BK GROUP INC 0.1%
Value ($000) $302 Shares 4,515 Est. Cost $66.89 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $301 Shares 1,534 Est. Cost $180.31 Unrealized 0.0%
IWR ISHARES TR 0.1%
Value ($000) $300 Shares 1,416 Est. Cost $201.08 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $297 Shares 4,567 Est. Cost $41.08 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $290 Shares 2,844 Est. Cost $101.97 Unrealized
CNK CINEMARK HOLDINGS INC 0.1%
Value ($000) $284 Shares 8,109 Est. Cost $34.46 Unrealized -2.0%
NTAP NETAPP INC 0.1%
Value ($000) $284 Shares 3,616 Est. Cost $49.49 Unrealized +15.6%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $281 Shares 5,286 Est. Cost $50.44 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.1%
Value ($000) $281 Shares 3,363 Est. Cost $57.44 Unrealized +15.5%
HUM HUMANA INC 0.1%
Value ($000) $280 Shares 940 Est. Cost $176.81 Unrealized +55.1%
NUE NUCOR CORP 0.1%
Value ($000) $275 Shares 4,396 Est. Cost $45.90 Unrealized +17.9%
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $273 Shares 965 Est. Cost $232.22 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $265 Shares 5,317 Est. Cost $28.65 Unrealized +57.2%
TOTAL S A 0.1%
Value ($000) $264 Shares 4,362 Est. Cost $50.28 Unrealized
BROOKFIELD ASSET MGMT INC 0.1%
Value ($000) $263 Shares 6,497 Est. Cost $45.04 Unrealized
ENBRIDGE ENERGY PARTNERS L P 0.1%
Value ($000) $262 Shares 24,000 Est. Cost $31.58 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $260 Shares 3,049 Est. Cost $55.57 Unrealized +43.1%
ASML ASML HOLDING N V 0.1%
Value ($000) $259 Shares 1,310 Est. Cost $198.18 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $256 Shares 3,686 Est. Cost $66.84 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $255 Shares 7,143 Est. Cost $24.44 Unrealized -19.1%
UA UNDER ARMOUR INC 0.1%
Value ($000) $250 Shares 11,850 Est. Cost $17.77 Unrealized 0.0%
SPX CORP 0.1%
Value ($000) $245 Shares 7,000 Est. Cost $14.87 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $242 Shares 2,895 Est. Cost $77.69 Unrealized
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $242 Shares 2,308 Est. Cost $88.52 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $240 Shares 17,628 Est. Cost $24.33 Unrealized
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $239 Shares 1,388 Est. Cost $86.71 Unrealized +46.3%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $237 Shares 4,653 Est. Cost $35.24 Unrealized +35.6%
HOLLY ENERGY PARTNERS L P 0.1%
Value ($000) $237 Shares 8,400 Est. Cost $38.09 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $236 Shares 768 Est. Cost $238.21 Unrealized +22.4%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $235 Shares 2,876 Est. Cost $83.24 Unrealized
ISHARES TR 0.1%
Value ($000) $235 Shares 9,697 Est. Cost $24.44 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $230 Shares 9,145 Est. Cost $25.15 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $229 Shares 1,829 Est. Cost $121.53 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $228 Shares 1,295 Est. Cost $160.62 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $227 Shares 1,221 Est. Cost $185.91 Unrealized
ISHARES TR 0.1%
Value ($000) $223 Shares 9,300 Est. Cost $24.30 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $222 Shares 4,650 Est. Cost $47.74 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $216 Shares 1,389 Est. Cost $147.59 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $215 Shares 1,591 Est. Cost $96.66 Unrealized +15.5%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $205 Shares 4,000 Est. Cost $37.62 Unrealized +17.4%
CRT CROSS TIMBERS RTY TR 0.0%
Value ($000) $203 Shares 14,000 Est. Cost $14.62 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $202 Shares 2,116 Est. Cost $78.69 Unrealized 0.0%
ISHARES TR 0.0%
Value ($000) $202 Shares 8,306 Est. Cost $24.56 Unrealized
CNX MIDSTREAM PARTNERS LP 0.0%
Value ($000) $198 Shares 10,200 Est. Cost $18.38 Unrealized
ENLINK MIDSTREAM PARTNERS LP 0.0%
Value ($000) $190 Shares 12,230 Est. Cost $18.31 Unrealized
XPMQX PIMCO MUN INCOME FD III 0.0%
Value ($000) $150 Shares 13,000 Est. Cost $11.69 Unrealized
USDP USD PARTNERS LP 0.0%
Value ($000) $118 Shares 11,000 Est. Cost $10.73 Unrealized
ALPS ETF TR 0.0%
Value ($000) $117 Shares 11,608 Est. Cost $9.39 Unrealized
ENSCO PLC 0.0%
Value ($000) $94 Shares 13,000 Est. Cost $7.23 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $57 Shares 17,118 Est. Cost $3.72 Unrealized
INVESCO SR INCOME TR 0.0%
Value ($000) $47 Shares 11,000 Est. Cost $4.67 Unrealized