Institute for Wealth Management, LLC. Diversified Active

CIK: 0001533954 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 29, 2018

Total Value ($000): $296,219 (100.0% shares, 0.0% debt)

Holdings (202)

AAPL APPLE INC 4.0%
Value ($000) $11,932 Shares 54,139 Est. Cost $34.81 Unrealized +41.5%
VOO VANGUARD INDEX FDS 3.8%
Value ($000) $11,344 Shares 42,544 Est. Cost $226.63 Unrealized
MSFT MICROSOFT CORP 3.0%
Value ($000) $8,863 Shares 77,819 Est. Cost $62.55 Unrealized +61.2%
ADBE ADOBE SYS INC 2.2%
Value ($000) $6,647 Shares 24,739 Est. Cost $137.81 Unrealized +87.1%
NVDA NVIDIA CORP 2.1%
Value ($000) $6,223 Shares 23,307 Est. Cost $3.17 Unrealized +103.0%
BA BOEING CO 2.0%
Value ($000) $5,967 Shares 16,323 Est. Cost $177.32 Unrealized +91.2%
VTI VANGUARD INDEX FDS 1.8%
Value ($000) $5,248 Shares 35,018 Est. Cost $130.82 Unrealized
SHV ISHARES TR 1.8%
Value ($000) $5,201 Shares 47,045 Est. Cost $110.66 Unrealized
SBUX STARBUCKS CORP 1.7%
Value ($000) $5,107 Shares 89,215 Est. Cost $48.70 Unrealized -7.5%
META FACEBOOK INC 1.5%
Value ($000) $4,585 Shares 27,399 Est. Cost $149.89 Unrealized +19.9%
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $4,372 Shares 15,063 Est. Cost $246.05 Unrealized
PYPL PAYPAL HLDGS INC 1.5%
Value ($000) $4,358 Shares 48,553 Est. Cost $51.93 Unrealized +69.2%
IVV ISHARES TR 1.4%
Value ($000) $4,173 Shares 14,242 Est. Cost $270.48 Unrealized
BAC BANK AMER CORP 1.3%
Value ($000) $3,742 Shares 124,146 Est. Cost $20.09 Unrealized +26.8%
TXN TEXAS INSTRS INC 1.2%
Value ($000) $3,459 Shares 32,569 Est. Cost $63.16 Unrealized +42.9%
QLD PROSHARES TR 1.0%
Value ($000) $3,082 Shares 30,743 Est. Cost $90.14 Unrealized
T AT&T INC 1.0%
Value ($000) $3,056 Shares 91,347 Est. Cost $15.72 Unrealized -7.9%
SCHG SCHWAB STRATEGIC TR 1.0%
Value ($000) $3,051 Shares 37,581 Est. Cost $62.87 Unrealized
DOWDUPONT INC 1.0%
Value ($000) $2,902 Shares 43,486 Est. Cost $69.26 Unrealized
ALTABA INC 1.0%
Value ($000) $2,884 Shares 42,354 Est. Cost $54.38 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $2,798 Shares 39,300 Est. Cost $68.82 Unrealized
AMGN AMGEN INC 0.9%
Value ($000) $2,797 Shares 13,511 Est. Cost $130.81 Unrealized +20.3%
PFE PFIZER INC 0.9%
Value ($000) $2,677 Shares 61,429 Est. Cost $22.52 Unrealized +22.8%
WTPI WISDOMTREE TR 0.9%
Value ($000) $2,650 Shares 86,246 Est. Cost $29.45 Unrealized
XLI SELECT SECTOR SPDR TR 0.9%
Value ($000) $2,573 Shares 32,689 Est. Cost $69.35 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $2,561 Shares 18,530 Est. Cost $101.77 Unrealized +6.2%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $2,545 Shares 10,886 Est. Cost $151.66 Unrealized +33.9%
CSX CSX CORP 0.8%
Value ($000) $2,496 Shares 33,770 Est. Cost $15.43 Unrealized +39.8%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $2,266 Shares 19,568 Est. Cost $75.14 Unrealized +23.3%
DIS DISNEY WALT CO 0.8%
Value ($000) $2,228 Shares 19,273 Est. Cost $101.77 Unrealized +4.7%
VCSH VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $2,227 Shares 28,516 Est. Cost $81.89 Unrealized
XLK SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,175 Shares 29,029 Est. Cost $46.71 Unrealized
BIBL NORTHERN LTS FD TR IV 0.7%
Value ($000) $2,095 Shares 74,684 Est. Cost $28.05 Unrealized
VOT VANGUARD INDEX FDS 0.7%
Value ($000) $2,083 Shares 14,677 Est. Cost $127.69 Unrealized
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,070 Shares 73,627 Est. Cost $24.21 Unrealized
C CITIGROUP INC 0.7%
Value ($000) $2,058 Shares 28,460 Est. Cost $57.57 Unrealized -4.9%
SSO PROSHARES TR 0.7%
Value ($000) $2,053 Shares 16,172 Est. Cost $90.67 Unrealized
ISMD NORTHERN LTS FD TR IV 0.7%
Value ($000) $2,044 Shares 69,514 Est. Cost $29.40 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $1,992 Shares 43,433 Est. Cost $34.39 Unrealized +5.6%
URI UNITED RENTALS INC 0.7%
Value ($000) $1,982 Shares 11,787 Est. Cost $110.74 Unrealized +36.1%
TIP ISHARES TR 0.7%
Value ($000) $1,972 Shares 17,817 Est. Cost $112.82 Unrealized
RESONANT INC 0.7%
Value ($000) $1,962 Shares 483,235 Est. Cost $7.40 Unrealized
V VISA INC 0.6%
Value ($000) $1,893 Shares 12,689 Est. Cost $90.57 Unrealized +49.2%
AXON AXON ENTERPRISE INC 0.6%
Value ($000) $1,888 Shares 28,412 Est. Cost $25.21 Unrealized +167.6%
XLE SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,801 Shares 23,635 Est. Cost $65.65 Unrealized
UWM PROSHARES TR 0.6%
Value ($000) $1,795 Shares 21,317 Est. Cost $92.91 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,789 Shares 33,541 Est. Cost $30.39 Unrealized +17.3%
MVV PROSHARES TR 0.6%
Value ($000) $1,777 Shares 39,208 Est. Cost $63.36 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $1,770 Shares 24,791 Est. Cost $46.74 Unrealized +16.9%
HIG HARTFORD FINL SVCS GROUP INC 0.6%
Value ($000) $1,759 Shares 35,537 Est. Cost $41.60 Unrealized +4.7%
VGK VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $1,739 Shares 30,528 Est. Cost $56.16 Unrealized
DVY ISHARES TR 0.6%
Value ($000) $1,710 Shares 17,149 Est. Cost $97.30 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,640 Shares 19,038 Est. Cost $55.58 Unrealized +4.7%
EOG EOG RES INC 0.5%
Value ($000) $1,623 Shares 12,921 Est. Cost $68.68 Unrealized +33.1%
VLO VALERO ENERGY CORP NEW 0.5%
Value ($000) $1,607 Shares 13,920 Est. Cost $69.48 Unrealized +21.2%
BSV VANGUARD BD INDEX FD INC 0.5%
Value ($000) $1,587 Shares 20,353 Est. Cost $78.97 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,578 Shares 30,071 Est. Cost $54.65 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,536 Shares 10,138 Est. Cost $100.18 Unrealized +1.1%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,513 Shares 18,292 Est. Cost $69.26 Unrealized -2.1%
INTC INTEL CORP 0.5%
Value ($000) $1,511 Shares 32,916 Est. Cost $30.93 Unrealized +34.2%
FTNT FORTINET INC 0.5%
Value ($000) $1,500 Shares 16,739 Est. Cost $7.75 Unrealized +97.3%
MAR MARRIOTT INTL INC NEW 0.5%
Value ($000) $1,472 Shares 11,281 Est. Cost $96.58 Unrealized +24.4%
GM GENERAL MTRS CO 0.5%
Value ($000) $1,470 Shares 43,671 Est. Cost $35.71 Unrealized -7.4%
LGLV SPDR SER TR 0.5%
Value ($000) $1,464 Shares 15,060 Est. Cost $89.35 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,460 Shares 12,044 Est. Cost $75.58 Unrealized +16.3%
NKE NIKE INC 0.5%
Value ($000) $1,402 Shares 16,773 Est. Cost $48.29 Unrealized +51.1%
DELL TECHNOLOGIES INC 0.5%
Value ($000) $1,386 Shares 14,327 Est. Cost $61.60 Unrealized
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,386 Shares 17,860 Est. Cost $38.08 Unrealized +48.0%
NWBI NORTHWEST BANCSHARES INC MD 0.5%
Value ($000) $1,367 Shares 79,115 Est. Cost $9.68 Unrealized +18.4%
MO ALTRIA GROUP INC 0.5%
Value ($000) $1,353 Shares 22,273 Est. Cost $38.29 Unrealized -12.4%
ALPS ETF TR 0.5%
Value ($000) $1,341 Shares 127,674 Est. Cost $11.94 Unrealized
WM WASTE MGMT INC DEL 0.5%
Value ($000) $1,341 Shares 14,886 Est. Cost $66.43 Unrealized +17.8%
VCIT VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,336 Shares 15,966 Est. Cost $87.08 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,320 Shares 14,099 Est. Cost $49.49 Unrealized +39.8%
VFH VANGUARD WORLD FDS 0.4%
Value ($000) $1,318 Shares 18,804 Est. Cost $66.80 Unrealized
TCW STRATEGIC INCOME FUND IN 0.4%
Value ($000) $1,312 Shares 234,619 Est. Cost $5.66 Unrealized
AFL AFLAC INC 0.4%
Value ($000) $1,303 Shares 27,714 Est. Cost $33.95 Unrealized +13.3%
VIG VANGUARD GROUP 0.4%
Value ($000) $1,298 Shares 11,694 Est. Cost $93.26 Unrealized
SPINNAKER ETF TR 0.4%
Value ($000) $1,295 Shares 43,564 Est. Cost $27.08 Unrealized
GLAXOSMITHKLINE PLC 0.4%
Value ($000) $1,293 Shares 31,897 Est. Cost $41.49 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $1,287 Shares 12,085 Est. Cost $71.33 Unrealized +26.6%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $1,282 Shares 10,927 Est. Cost $78.15 Unrealized +13.2%
CSCO CISCO SYS INC 0.4%
Value ($000) $1,234 Shares 25,500 Est. Cost $33.46 Unrealized +7.7%
GLOBAL X FDS 0.4%
Value ($000) $1,222 Shares 60,715 Est. Cost $21.60 Unrealized
GENESEE & WYO INC 0.4%
Value ($000) $1,222 Shares 13,320 Est. Cost $68.43 Unrealized
MPC MARATHON PETE CORP 0.4%
Value ($000) $1,216 Shares 14,370 Est. Cost $39.61 Unrealized +57.8%
GENERAL ELECTRIC CO 0.4%
Value ($000) $1,210 Shares 106,491 Est. Cost $26.52 Unrealized
LUV SOUTHWEST AIRLS CO 0.4%
Value ($000) $1,210 Shares 19,580 Est. Cost $52.35 Unrealized +1.7%
SNY SANOFI 0.4%
Value ($000) $1,209 Shares 26,989 Est. Cost $40.30 Unrealized
EEM ISHARES TR 0.4%
Value ($000) $1,160 Shares 27,106 Est. Cost $43.45 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,152 Shares 10,360 Est. Cost $103.85 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,146 Shares 10,598 Est. Cost $72.21 Unrealized +30.3%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $1,142 Shares 18,604 Est. Cost $41.79 Unrealized +7.6%
IEV ISHARES TR 0.4%
Value ($000) $1,115 Shares 24,283 Est. Cost $45.48 Unrealized
PRU PRUDENTIAL FINL INC 0.4%
Value ($000) $1,111 Shares 10,958 Est. Cost $71.83 Unrealized -4.4%
AIG AMERICAN INTL GROUP INC 0.4%
Value ($000) $1,093 Shares 20,181 Est. Cost $48.06 Unrealized -8.1%
F FORD MTR CO DEL 0.4%
Value ($000) $1,057 Shares 113,447 Est. Cost $7.26 Unrealized -5.6%
BNDX VANGUARD CHARLOTTE FDS 0.4%
Value ($000) $1,045 Shares 19,169 Est. Cost $53.31 Unrealized
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $1,034 Shares 17,079 Est. Cost $55.17 Unrealized -5.7%
AEGON N V 0.3%
Value ($000) $996 Shares 151,113 Est. Cost $6.45 Unrealized
FS INVT CORP 0.3%
Value ($000) $986 Shares 139,434 Est. Cost $8.63 Unrealized
EWJ ISHARES INC 0.3%
Value ($000) $985 Shares 16,262 Est. Cost $60.59 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $975 Shares 12,762 Est. Cost $50.58 Unrealized +12.4%
CENTRAL SECS CORP 0.3%
Value ($000) $955 Shares 32,344 Est. Cost $24.89 Unrealized
FIRST TR VALUE LINE 100 ETF 0.3%
Value ($000) $949 Shares 41,045 Est. Cost $21.32 Unrealized
NUVEEN DOW 30 DYN OVERWRITE 0.3%
Value ($000) $940 Shares 48,543 Est. Cost $16.52 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $937 Shares 18,104 Est. Cost $40.52 Unrealized +7.5%
VYMI VANGUARD WHITEHALL FDS INC 0.3%
Value ($000) $928 Shares 14,727 Est. Cost $64.87 Unrealized
AMAT APPLIED MATLS INC 0.3%
Value ($000) $926 Shares 24,283 Est. Cost $39.21 Unrealized +3.8%
KRE SPDR SERIES TRUST 0.3%
Value ($000) $922 Shares 15,301 Est. Cost $60.57 Unrealized
TOTL SSGA ACTIVE ETF TR 0.3%
Value ($000) $889 Shares 18,758 Est. Cost $48.68 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $889 Shares 10,183 Est. Cost $71.13 Unrealized 0.0%
ELLSWORTH GRWTH AND INCOME L 0.3%
Value ($000) $888 Shares 86,146 Est. Cost $9.14 Unrealized
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $873 Shares 24,664 Est. Cost $31.06 Unrealized -5.5%
SCZ ISHARES TR 0.3%
Value ($000) $864 Shares 13,694 Est. Cost $57.07 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $850 Shares 36,808 Est. Cost $24.61 Unrealized
SOUTHERN NATL BANCORP OF VA 0.3%
Value ($000) $829 Shares 51,114 Est. Cost $17.50 Unrealized
XILINX INC 0.3%
Value ($000) $828 Shares 10,544 Est. Cost $64.09 Unrealized
AEO AMERICAN EAGLE OUTFITTERS NE 0.3%
Value ($000) $820 Shares 33,277 Est. Cost $18.16 Unrealized +14.8%
SPYD SPDR SER TR 0.3%
Value ($000) $809 Shares 21,642 Est. Cost $37.18 Unrealized
ARCC ARES CAP CORP 0.3%
Value ($000) $805 Shares 46,470 Est. Cost $7.74 Unrealized +9.4%
MRK MERCK & CO INC 0.3%
Value ($000) $778 Shares 11,084 Est. Cost $46.76 Unrealized +8.3%
XHB SPDR SERIES TRUST 0.3%
Value ($000) $766 Shares 19,879 Est. Cost $38.55 Unrealized
EET PROSHARES TR 0.3%
Value ($000) $754 Shares 10,084 Est. Cost $72.03 Unrealized
WY WEYERHAEUSER CO 0.2%
Value ($000) $737 Shares 22,363 Est. Cost $24.49 Unrealized +5.8%
ANGL VANECK VECTORS ETF TR 0.2%
Value ($000) $732 Shares 25,349 Est. Cost $30.01 Unrealized
EEMV ISHARES INC 0.2%
Value ($000) $726 Shares 12,282 Est. Cost $57.87 Unrealized
DOL WISDOMTREE TR 0.2%
Value ($000) $723 Shares 15,067 Est. Cost $47.11 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $722 Shares 15,033 Est. Cost $34.60 Unrealized +12.5%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $710 Shares 17,495 Est. Cost $44.55 Unrealized
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $708 Shares 12,244 Est. Cost $44.31 Unrealized +16.0%
HEWJ ISHARES TR 0.2%
Value ($000) $678 Shares 19,903 Est. Cost $33.93 Unrealized
DON WISDOMTREE TR 0.2%
Value ($000) $674 Shares 18,325 Est. Cost $35.19 Unrealized
BKF ISHARES INC 0.2%
Value ($000) $670 Shares 16,610 Est. Cost $44.83 Unrealized
VANECK VECTORS ETF TR 0.2%
Value ($000) $659 Shares 25,877 Est. Cost $27.23 Unrealized
EBAY EBAY INC 0.2%
Value ($000) $644 Shares 19,195 Est. Cost $30.46 Unrealized +1.3%
TWENTY FIRST CENTY FOX INC 0.2%
Value ($000) $643 Shares 13,945 Est. Cost $28.52 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $641 Shares 12,058 Est. Cost $37.01 Unrealized +5.7%
WISDOMTREE TR 0.2%
Value ($000) $638 Shares 21,438 Est. Cost $32.51 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $632 Shares 12,023 Est. Cost $42.48 Unrealized +9.5%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $630 Shares 14,621 Est. Cost $35.41 Unrealized +0.5%
BLACKSTONE GROUP L P 0.2%
Value ($000) $629 Shares 16,284 Est. Cost $32.84 Unrealized
GABELLI DIVD & INCOME TR 0.2%
Value ($000) $617 Shares 25,729 Est. Cost $21.82 Unrealized
DXJ WISDOMTREE TR 0.2%
Value ($000) $617 Shares 10,727 Est. Cost $52.12 Unrealized
TWITTER INC 0.2%
Value ($000) $612 Shares 20,999 Est. Cost $20.85 Unrealized
BANK AMER CORP 0.2%
Value ($000) $605 Shares 33,015 Est. Cost $12.41 Unrealized
EZM WISDOMTREE TR 0.2%
Value ($000) $603 Shares 14,639 Est. Cost $40.07 Unrealized
CBS CORP NEW 0.2%
Value ($000) $572 Shares 10,060 Est. Cost $56.86 Unrealized
SPYM SPDR SERIES TRUST 0.2%
Value ($000) $561 Shares 16,385 Est. Cost $31.17 Unrealized
TRIBUNE MEDIA CO 0.2%
Value ($000) $561 Shares 14,614 Est. Cost $40.15 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $559 Shares 13,120 Est. Cost $32.15 Unrealized +6.6%
IP INTL PAPER CO 0.2%
Value ($000) $556 Shares 10,906 Est. Cost $35.11 Unrealized +1.5%
LEN LENNAR CORP 0.2%
Value ($000) $552 Shares 11,459 Est. Cost $52.86 Unrealized -12.6%
KEY KEYCORP NEW 0.2%
Value ($000) $548 Shares 27,082 Est. Cost $12.40 Unrealized +18.1%
APACHE CORP 0.2%
Value ($000) $542 Shares 11,599 Est. Cost $46.71 Unrealized
RIO RIO TINTO PLC 0.2%
Value ($000) $538 Shares 10,440 Est. Cost $55.19 Unrealized
LIBERTY ALL STAR EQUITY FD 0.2%
Value ($000) $532 Shares 78,297 Est. Cost $5.69 Unrealized
XRT SPDR SERIES TRUST 0.2%
Value ($000) $522 Shares 10,256 Est. Cost $50.90 Unrealized
ALLIANZGI EQUITY & CONV INCO 0.2%
Value ($000) $521 Shares 22,681 Est. Cost $19.97 Unrealized
MET METLIFE INC 0.2%
Value ($000) $514 Shares 10,932 Est. Cost $34.90 Unrealized +1.8%
FXO FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $513 Shares 16,021 Est. Cost $31.39 Unrealized
APPTIO INC 0.2%
Value ($000) $503 Shares 13,600 Est. Cost $36.36 Unrealized
GLW CORNING INC 0.2%
Value ($000) $497 Shares 14,134 Est. Cost $24.88 Unrealized +6.4%
RWO SPDR INDEX SHS FDS 0.2%
Value ($000) $494 Shares 10,399 Est. Cost $46.87 Unrealized
ADAM NAT RES FD INC 0.2%
Value ($000) $492 Shares 23,686 Est. Cost $20.76 Unrealized
AQUA AMERICA INC 0.2%
Value ($000) $474 Shares 13,140 Est. Cost $33.27 Unrealized
REDFIN CORP 0.2%
Value ($000) $453 Shares 24,159 Est. Cost $21.06 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $446 Shares 15,663 Est. Cost $26.84 Unrealized
BWX SPDR SERIES TRUST 0.1%
Value ($000) $442 Shares 16,011 Est. Cost $28.67 Unrealized
CALAMOS GBL DYN INCOME FUND 0.1%
Value ($000) $438 Shares 48,627 Est. Cost $8.53 Unrealized
FALN ISHARES TR 0.1%
Value ($000) $433 Shares 16,336 Est. Cost $26.91 Unrealized
RDN RADIAN GROUP INC 0.1%
Value ($000) $426 Shares 20,748 Est. Cost $14.17 Unrealized +12.2%
FTLS FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $424 Shares 10,483 Est. Cost $36.02 Unrealized
AA ALCOA CORP 0.1%
Value ($000) $419 Shares 10,403 Est. Cost $47.30 Unrealized -12.2%
PFF ISHARES TR 0.1%
Value ($000) $418 Shares 11,097 Est. Cost $37.67 Unrealized
HANCOCK JOHN FINL OPPTYS FD 0.1%
Value ($000) $413 Shares 11,143 Est. Cost $36.17 Unrealized
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $402 Shares 11,254 Est. Cost $31.78 Unrealized -1.5%
LMNR LIMONEIRA CO 0.1%
Value ($000) $401 Shares 15,360 Est. Cost $18.74 Unrealized +29.7%
CALAMOS STRATEGIC TOTL RETN 0.1%
Value ($000) $399 Shares 29,875 Est. Cost $11.84 Unrealized
ARCONIC INC 0.1%
Value ($000) $398 Shares 18,657 Est. Cost $27.53 Unrealized
ROYCE MICRO-CAP TR INC 0.1%
Value ($000) $396 Shares 38,700 Est. Cost $8.63 Unrealized
BLACKROCK ENH CAP & INC FD I 0.1%
Value ($000) $374 Shares 22,305 Est. Cost $14.97 Unrealized
EPS WISDOMTREE TR 0.1%
Value ($000) $372 Shares 11,415 Est. Cost $31.10 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $341 Shares 19,304 Est. Cost $11.04 Unrealized +5.9%
DISCOVERY INC 0.1%
Value ($000) $337 Shares 10,700 Est. Cost $23.73 Unrealized
HANCOCK JOHN TAX-ADV DIV INC 0.1%
Value ($000) $319 Shares 13,691 Est. Cost $25.51 Unrealized
MACQUARIE GLBL INFRA TOTL RE 0.1%
Value ($000) $310 Shares 14,727 Est. Cost $24.41 Unrealized
NAVI NAVIENT CORPORATION 0.1%
Value ($000) $305 Shares 22,366 Est. Cost $15.09 Unrealized -10.3%
BBX CAP CORP NEW 0.1%
Value ($000) $298 Shares 43,744 Est. Cost $8.94 Unrealized
PHM PULTE GROUP INC 0.1%
Value ($000) $284 Shares 11,077 Est. Cost $21.17 Unrealized +23.3%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $280 Shares 10,083 Est. Cost $31.08 Unrealized -9.9%
EATON VANCE SR INCOME TR 0.1%
Value ($000) $278 Shares 43,100 Est. Cost $6.69 Unrealized
SPROTT FOCUS TR INC 0.1%
Value ($000) $272 Shares 36,794 Est. Cost $7.70 Unrealized
BANCROFT FUND LTD 0.1%
Value ($000) $266 Shares 11,556 Est. Cost $21.59 Unrealized
SPHY SPDR SER TR 0.1%
Value ($000) $262 Shares 10,430 Est. Cost $25.29 Unrealized
HPQ HP INC 0.1%
Value ($000) $261 Shares 10,222 Est. Cost $17.35 Unrealized +8.3%
JBLU JETBLUE AIRWAYS CORP 0.1%
Value ($000) $253 Shares 13,004 Est. Cost $21.91 Unrealized -13.5%
GABELLI MULTIMEDIA TR INC 0.1%
Value ($000) $240 Shares 26,077 Est. Cost $8.97 Unrealized
EATON VANCE TX ADV GLBL DIV 0.1%
Value ($000) $214 Shares 11,927 Est. Cost $17.94 Unrealized
FIRST TR ENHANCED EQTY INC F 0.1%
Value ($000) $211 Shares 12,993 Est. Cost $16.13 Unrealized
BLACKROCK ENHANCED EQT DIV T 0.1%
Value ($000) $207 Shares 21,756 Est. Cost $9.22 Unrealized
ISHARES GOLD TRUST 0.1%
Value ($000) $205 Shares 18,130 Est. Cost $12.83 Unrealized