SNS Financial Group, LLC Diversified Active

CIK: 0001557485 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 14, 2018

Total Value ($000): $381,389 (100.0% shares, 0.0% debt)

Holdings (172)

SPY SPDR S&P 500 ETF TR 10.5%
Value ($000) $40,125 Shares 147,910 Est. Cost $184.56 Unrealized
SCHB SCHWAB STRATEGIC TR 5.4%
Value ($000) $20,511 Shares 310,818 Est. Cost $60.00 Unrealized
SCHF SCHWAB STRATEGIC TR 4.8%
Value ($000) $18,416 Shares 557,206 Est. Cost $30.32 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 4.8%
Value ($000) $18,153 Shares 430,162 Est. Cost $39.93 Unrealized
IWM ISHARES TR 4.1%
Value ($000) $15,531 Shares 94,837 Est. Cost $105.80 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $12,529 Shares 67,688 Est. Cost $23.97 Unrealized +78.3%
BND VANGUARD BD INDEX FD INC 3.1%
Value ($000) $11,915 Shares 150,461 Est. Cost $81.09 Unrealized
VUG VANGUARD INDEX FDS 3.0%
Value ($000) $11,545 Shares 77,063 Est. Cost $127.08 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.7%
Value ($000) $10,237 Shares 486,087 Est. Cost $21.06 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.6%
Value ($000) $10,047 Shares 478,563 Est. Cost $20.99 Unrealized
EFA ISHARES TR 2.6%
Value ($000) $10,006 Shares 149,409 Est. Cost $61.58 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 2.6%
Value ($000) $9,958 Shares 41,024 Est. Cost $155.60 Unrealized
BIL SPDR SER TR 2.1%
Value ($000) $8,011 Shares 87,479 Est. Cost $91.58 Unrealized
VOE VANGUARD INDEX FDS 2.0%
Value ($000) $7,808 Shares 70,682 Est. Cost $104.32 Unrealized
EEM ISHARES TR 2.0%
Value ($000) $7,479 Shares 172,599 Est. Cost $40.03 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 1.8%
Value ($000) $7,006 Shares 135,140 Est. Cost $48.58 Unrealized
FV FIRST TR EXCHANGE TRADED FD 1.7%
Value ($000) $6,421 Shares 217,967 Est. Cost $26.33 Unrealized
META FACEBOOK INC 1.7%
Value ($000) $6,293 Shares 32,386 Est. Cost $169.80 Unrealized +5.7%
MMM 3M CO 1.6%
Value ($000) $6,258 Shares 31,811 Est. Cost $110.53 Unrealized +17.7%
GREEN PLAINS PARTNERS LP 1.5%
Value ($000) $5,711 Shares 333,000 Est. Cost $19.57 Unrealized
VTI VANGUARD INDEX FDS 1.2%
Value ($000) $4,629 Shares 32,962 Est. Cost $117.67 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.1%
Value ($000) $4,158 Shares 196,488 Est. Cost $21.16 Unrealized
PFE PFIZER INC 1.1%
Value ($000) $4,074 Shares 112,284 Est. Cost $20.34 Unrealized +19.5%
VIG VANGUARD GROUP 1.1%
Value ($000) $4,031 Shares 39,669 Est. Cost $98.71 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $3,849 Shares 39,041 Est. Cost $41.84 Unrealized +114.5%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $3,798 Shares 48,660 Est. Cost $71.17 Unrealized -13.2%
XLE SELECT SECTOR SPDR TR 0.9%
Value ($000) $3,468 Shares 45,671 Est. Cost $67.40 Unrealized
DIS DISNEY WALT CO 0.9%
Value ($000) $3,340 Shares 31,865 Est. Cost $99.67 Unrealized -2.5%
USB US BANCORP DEL 0.9%
Value ($000) $3,286 Shares 65,683 Est. Cost $29.74 Unrealized +25.3%
CME CME GROUP INC 0.8%
Value ($000) $3,184 Shares 19,426 Est. Cost $63.71 Unrealized +95.8%
MDLZ MONDELEZ INTL INC 0.8%
Value ($000) $3,077 Shares 75,060 Est. Cost $34.65 Unrealized -3.7%
AGG ISHARES TR 0.7%
Value ($000) $2,859 Shares 26,892 Est. Cost $110.64 Unrealized
HON HONEYWELL INTL INC 0.7%
Value ($000) $2,841 Shares 19,721 Est. Cost $82.99 Unrealized +36.8%
SBUX STARBUCKS CORP 0.7%
Value ($000) $2,548 Shares 52,150 Est. Cost $46.21 Unrealized +4.0%
SCHZ SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,323 Shares 45,881 Est. Cost $50.63 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $2,319 Shares 9,454 Est. Cost $107.65 Unrealized +97.0%
TD AMERITRADE HLDG CORP 0.5%
Value ($000) $2,064 Shares 37,685 Est. Cost $32.08 Unrealized
IVV ISHARES TR 0.5%
Value ($000) $2,033 Shares 7,445 Est. Cost $223.95 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $1,946 Shares 18,677 Est. Cost $83.41 Unrealized +6.7%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $1,902 Shares 26,847 Est. Cost $54.96 Unrealized -4.1%
IJS ISHARES TR 0.5%
Value ($000) $1,891 Shares 11,581 Est. Cost $123.74 Unrealized
T AT&T INC 0.5%
Value ($000) $1,886 Shares 58,725 Est. Cost $12.96 Unrealized +12.1%
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $1,759 Shares 14,376 Est. Cost $103.08 Unrealized +7.6%
SO SOUTHERN CO 0.4%
Value ($000) $1,696 Shares 36,626 Est. Cost $30.67 Unrealized +7.1%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,695 Shares 20,488 Est. Cost $57.09 Unrealized -1.7%
TOTL SSGA ACTIVE ETF TR 0.4%
Value ($000) $1,649 Shares 34,673 Est. Cost $49.62 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $1,643 Shares 8,900 Est. Cost $118.97 Unrealized +17.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,622 Shares 8,688 Est. Cost $143.43 Unrealized +35.9%
MSI MOTOROLA SOLUTIONS INC 0.4%
Value ($000) $1,522 Shares 13,075 Est. Cost $99.23 Unrealized 0.0%
INTC INTEL CORP 0.4%
Value ($000) $1,467 Shares 29,505 Est. Cost $26.02 Unrealized +73.1%
FTGC FIRST TR EXCHAN TRADED FD VI 0.4%
Value ($000) $1,376 Shares 66,517 Est. Cost $26.90 Unrealized
SPTM SPDR SERIES TRUST 0.4%
Value ($000) $1,335 Shares 39,287 Est. Cost $33.25 Unrealized
CMI CUMMINS INC 0.3%
Value ($000) $1,326 Shares 9,971 Est. Cost $129.86 Unrealized -5.6%
VEA VANGUARD TAX MANAGED INTL FD 0.3%
Value ($000) $1,301 Shares 30,321 Est. Cost $39.49 Unrealized
PII POLARIS INDS INC 0.3%
Value ($000) $1,261 Shares 10,320 Est. Cost $81.56 Unrealized +43.4%
FLTR VANECK VECTORS ETF TR 0.3%
Value ($000) $1,168 Shares 46,244 Est. Cost $25.00 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,067 Shares 8,792 Est. Cost $88.31 Unrealized +14.0%
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,059 Shares 16,296 Est. Cost $63.66 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $1,054 Shares 620 Est. Cost $42.82 Unrealized +85.4%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,043 Shares 7,467 Est. Cost $106.08 Unrealized -5.8%
SPSB SPDR SERIES TRUST 0.3%
Value ($000) $1,024 Shares 33,952 Est. Cost $30.71 Unrealized
JPUS JP MORGAN EXCHANGE TRADED FD 0.3%
Value ($000) $1,000 Shares 14,078 Est. Cost $57.60 Unrealized
SPAB SPDR SERIES TRUST 0.2%
Value ($000) $934 Shares 33,473 Est. Cost $28.07 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $928 Shares 12,192 Est. Cost $53.49 Unrealized +11.5%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $903 Shares 5,263 Est. Cost $171.58 Unrealized
CWI SPDR INDEX SHS FDS 0.2%
Value ($000) $878 Shares 23,730 Est. Cost $39.00 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $873 Shares 9,428 Est. Cost $40.78 Unrealized +72.9%
FDD FIRST TR STOXX EURO DIV FD 0.2%
Value ($000) $871 Shares 66,026 Est. Cost $12.10 Unrealized
V VISA INC 0.2%
Value ($000) $871 Shares 6,576 Est. Cost $88.29 Unrealized +38.3%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $852 Shares 11,575 Est. Cost $73.61 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $839 Shares 10,060 Est. Cost $84.62 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $831 Shares 13,624 Est. Cost $34.95 Unrealized +52.1%
RWR SPDR SERIES TRUST 0.2%
Value ($000) $812 Shares 8,646 Est. Cost $92.42 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $806 Shares 18,725 Est. Cost $19.45 Unrealized +78.6%
NFLX NETFLIX INC 0.2%
Value ($000) $770 Shares 1,968 Est. Cost $17.12 Unrealized +99.1%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $747 Shares 9,171 Est. Cost $78.45 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $733 Shares 657 Est. Cost $40.69 Unrealized +31.8%
PSK SPDR SERIES TRUST 0.2%
Value ($000) $716 Shares 16,469 Est. Cost $45.55 Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $695 Shares 22,873 Est. Cost $30.84 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $674 Shares 7,879 Est. Cost $63.34 Unrealized +8.2%
MGPI MGP INGREDIENTS INC NEW 0.2%
Value ($000) $666 Shares 7,500 Est. Cost $44.39 Unrealized +102.0%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $620 Shares 4,907 Est. Cost $70.38 Unrealized +26.7%
DOWDUPONT INC 0.2%
Value ($000) $620 Shares 9,418 Est. Cost $69.00 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $578 Shares 10,174 Est. Cost $32.17 Unrealized +0.1%
BBY BEST BUY INC 0.2%
Value ($000) $574 Shares 7,700 Est. Cost $30.77 Unrealized +80.4%
GOOGL ALPHABET INC 0.1%
Value ($000) $557 Shares 493 Est. Cost $42.29 Unrealized +27.7%
HD HOME DEPOT INC 0.1%
Value ($000) $550 Shares 2,815 Est. Cost $105.75 Unrealized +46.6%
ORCL ORACLE CORP 0.1%
Value ($000) $529 Shares 12,011 Est. Cost $36.20 Unrealized +13.7%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $524 Shares 9,463 Est. Cost $39.99 Unrealized +8.4%
GGG GRACO INC 0.1%
Value ($000) $521 Shares 11,533 Est. Cost $39.05 Unrealized +6.6%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $513 Shares 19,806 Est. Cost $25.90 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $491 Shares 8,089 Est. Cost $45.95 Unrealized -3.1%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $473 Shares 3,484 Est. Cost $76.32 Unrealized +65.8%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $471 Shares 2,254 Est. Cost $135.82 Unrealized +30.9%
BP BP PLC 0.1%
Value ($000) $470 Shares 10,291 Est. Cost $37.93 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $467 Shares 2,980 Est. Cost $102.24 Unrealized +32.6%
FDL FIRST TR MORNINGSTAR DIV LEA 0.1%
Value ($000) $467 Shares 16,338 Est. Cost $28.82 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $465 Shares 3,279 Est. Cost $80.88 Unrealized +45.6%
IJJ ISHARES TR 0.1%
Value ($000) $448 Shares 2,766 Est. Cost $129.62 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $441 Shares 8,771 Est. Cost $29.11 Unrealized +10.6%
PEP PEPSICO INC 0.1%
Value ($000) $439 Shares 4,034 Est. Cost $75.62 Unrealized +8.1%
GENERAL ELECTRIC CO 0.1%
Value ($000) $438 Shares 32,185 Est. Cost $26.17 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $437 Shares 6,316 Est. Cost $47.99 Unrealized +22.2%
ECL ECOLAB INC 0.1%
Value ($000) $418 Shares 2,979 Est. Cost $110.87 Unrealized +19.9%
IFV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $417 Shares 20,009 Est. Cost $18.94 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $410 Shares 5,088 Est. Cost $51.52 Unrealized +9.8%
SDY SPDR SERIES TRUST 0.1%
Value ($000) $409 Shares 4,407 Est. Cost $86.07 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $406 Shares 3,959 Est. Cost $102.55 Unrealized
JPIN JP MORGAN EXCHANGE TRADED FD 0.1%
Value ($000) $406 Shares 7,053 Est. Cost $49.54 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $405 Shares 3,793 Est. Cost $109.33 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $403 Shares 5,802 Est. Cost $53.39 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $401 Shares 8,136 Est. Cost $49.13 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.1%
Value ($000) $395 Shares 4,723 Est. Cost $51.70 Unrealized +28.3%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $385 Shares 3,622 Est. Cost $75.17 Unrealized +11.4%
SPSM SPDR SER TR 0.1%
Value ($000) $344 Shares 10,670 Est. Cost $30.40 Unrealized
FAB FIRST TR MULTI CP VAL ALPHA 0.1%
Value ($000) $344 Shares 6,118 Est. Cost $46.88 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $338 Shares 3,458 Est. Cost $88.79 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.1%
Value ($000) $337 Shares 6,592 Est. Cost $37.91 Unrealized +31.5%
RAYTHEON CO 0.1%
Value ($000) $334 Shares 1,729 Est. Cost $150.63 Unrealized
CELC CELCUITY INC 0.1%
Value ($000) $328 Shares 13,223 Est. Cost $19.44 Unrealized 0.0%
IVW ISHARES TR 0.1%
Value ($000) $327 Shares 2,008 Est. Cost $147.36 Unrealized
SUSA ISHARES TR 0.1%
Value ($000) $324 Shares 2,875 Est. Cost $98.09 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $322 Shares 2,067 Est. Cost $124.74 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $316 Shares 11,885 Est. Cost $23.25 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $315 Shares 4,080 Est. Cost $65.93 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $307 Shares 10,875 Est. Cost $17.88 Unrealized +38.9%
IJR ISHARES TR 0.1%
Value ($000) $306 Shares 3,669 Est. Cost $71.60 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $302 Shares 1,461 Est. Cost $166.86 Unrealized +24.7%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $300 Shares 2,888 Est. Cost $96.67 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $297 Shares 6,517 Est. Cost $31.68 Unrealized +11.9%
FUL FULLER H B CO 0.1%
Value ($000) $294 Shares 5,472 Est. Cost $47.02 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $287 Shares 1,152 Est. Cost $232.44 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $286 Shares 1,986 Est. Cost $115.35 Unrealized -1.3%
IDCC INTERDIGITAL INC 0.1%
Value ($000) $286 Shares 3,540 Est. Cost $73.19 Unrealized +8.7%
VFC V F CORP 0.1%
Value ($000) $279 Shares 3,413 Est. Cost $51.96 Unrealized +45.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $278 Shares 3,993 Est. Cost $33.47 Unrealized +54.8%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $272 Shares 7,303 Est. Cost $28.50 Unrealized +3.4%
NKE NIKE INC 0.1%
Value ($000) $267 Shares 3,357 Est. Cost $49.52 Unrealized +28.9%
FAST FASTENAL CO 0.1%
Value ($000) $266 Shares 5,518 Est. Cost $9.89 Unrealized +7.5%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $264 Shares 2,114 Est. Cost $114.49 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $263 Shares 768 Est. Cost $22.01 Unrealized -7.7%
IWF ISHARES TR 0.1%
Value ($000) $257 Shares 1,788 Est. Cost $126.20 Unrealized
VXUS VANGUARD STAR FD 0.1%
Value ($000) $255 Shares 4,707 Est. Cost $54.17 Unrealized
TNC TENNANT CO 0.1%
Value ($000) $251 Shares 3,175 Est. Cost $59.85 Unrealized +12.9%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $246 Shares 4,441 Est. Cost $38.50 Unrealized +5.5%
KO COCA COLA CO 0.1%
Value ($000) $235 Shares 5,364 Est. Cost $32.40 Unrealized +5.0%
DCI DONALDSON INC 0.1%
Value ($000) $233 Shares 5,152 Est. Cost $41.83 Unrealized -2.4%
BOND PIMCO ETF TR 0.1%
Value ($000) $230 Shares 2,235 Est. Cost $105.35 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $227 Shares 2,500 Est. Cost $35.91 Unrealized +11.9%
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $226 Shares 10,245 Est. Cost $18.77 Unrealized +4.1%
CVS CVS HEALTH CORP 0.1%
Value ($000) $226 Shares 3,506 Est. Cost $60.20 Unrealized -14.1%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $226 Shares 6,926 Est. Cost $30.16 Unrealized 0.0%
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $225 Shares 6,361 Est. Cost $35.37 Unrealized
WMT WALMART INC 0.1%
Value ($000) $222 Shares 2,590 Est. Cost $20.89 Unrealized +20.8%
SHOP SHOPIFY INC 0.1%
Value ($000) $219 Shares 1,500 Est. Cost $14.15 Unrealized 0.0%
EFX EQUIFAX INC 0.1%
Value ($000) $213 Shares 1,698 Est. Cost $110.85 Unrealized 0.0%
EFG ISHARES TR 0.1%
Value ($000) $210 Shares 2,660 Est. Cost $68.61 Unrealized
HWKN HAWKINS INC 0.1%
Value ($000) $208 Shares 5,870 Est. Cost $24.30 Unrealized -30.6%
VYM VANGUARD WHITEHALL FDS INC 0.1%
Value ($000) $205 Shares 2,472 Est. Cost $82.93 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $201 Shares 4,570 Est. Cost $27.59 Unrealized 0.0%
SIENTRA INC 0.1%
Value ($000) $195 Shares 10,000 Est. Cost $9.70 Unrealized
KAYNE ANDERSON MLP INVT CO 0.1%
Value ($000) $191 Shares 10,140 Est. Cost $20.56 Unrealized
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value ($000) $183 Shares 70,000 Est. Cost $4.44 Unrealized -37.1%
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $166 Shares 13,691 Est. Cost $12.47 Unrealized +1.1%
NORTHERN OIL & GAS INC NEV 0.0%
Value ($000) $158 Shares 50,000 Est. Cost $2.06 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $153 Shares 15,000 Est. Cost $9.53 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $134 Shares 12,076 Est. Cost $7.44 Unrealized +4.0%
INVESTORS REAL ESTATE TR 0.0%
Value ($000) $88 Shares 16,000 Est. Cost $6.13 Unrealized
PRKR PARKERVISION INC 0.0%
Value ($000) $54 Shares 82,730 Est. Cost $1.95 Unrealized -63.8%
LADENBURG THALMAN FIN SVCS I 0.0%
Value ($000) $38 Shares 11,250 Est. Cost $3.29 Unrealized
GERN GERON CORP 0.0%
Value ($000) $34 Shares 10,000 Est. Cost $2.11 Unrealized +81.0%
ACTINIUM PHARMACEUTICALS INC 0.0%
Value ($000) $17 Shares 26,000 Est. Cost $0.93 Unrealized