Institute for Wealth Management, LLC. Diversified Active

CIK: 0001533954 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 8, 2019

Total Value ($000): $243,621 (100.0% shares, 0.0% debt)

Holdings (268)

AAPL APPLE INC 3.5%
Value ($000) $8,566 Shares 54,305 Est. Cost $34.81 Unrealized +32.2%
AMZN AMAZON COM INC 2.9%
Value ($000) $6,995 Shares 4,657 Est. Cost $83.14 Unrealized 0.0%
ADBE ADOBE INC 2.3%
Value ($000) $5,654 Shares 24,993 Est. Cost $138.86 Unrealized +73.8%
BA BOEING CO 2.2%
Value ($000) $5,418 Shares 16,800 Est. Cost $181.80 Unrealized +84.3%
SPY SPDR S&P 500 ETF TR 2.1%
Value ($000) $4,998 Shares 20,006 Est. Cost $246.98 Unrealized
PYPL PAYPAL HLDGS INC 1.7%
Value ($000) $4,092 Shares 48,665 Est. Cost $51.93 Unrealized +60.0%
META FACEBOOK INC 1.5%
Value ($000) $3,543 Shares 27,029 Est. Cost $149.89 Unrealized -4.0%
AMGN AMGEN INC 1.4%
Value ($000) $3,518 Shares 18,103 Est. Cost $137.41 Unrealized +14.1%
BAC BANK AMER CORP 1.4%
Value ($000) $3,325 Shares 135,007 Est. Cost $20.30 Unrealized +12.3%
PDP INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $3,189 Shares 65,798 Est. Cost $48.47 Unrealized
NVDA NVIDIA CORP 1.3%
Value ($000) $3,140 Shares 23,517 Est. Cost $3.17 Unrealized +49.4%
XMMO INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $3,094 Shares 68,791 Est. Cost $44.98 Unrealized
QQQ INVESCO QQQ TR 1.2%
Value ($000) $3,025 Shares 19,607 Est. Cost $154.28 Unrealized
GSY INVESCO ACTIVELY MANAGD ETF 1.2%
Value ($000) $2,988 Shares 59,673 Est. Cost $50.07 Unrealized
DOWDUPONT INC 1.2%
Value ($000) $2,946 Shares 55,090 Est. Cost $65.93 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.2%
Value ($000) $2,923 Shares 53,883 Est. Cost $53.91 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $2,799 Shares 35,917 Est. Cost $81.07 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $2,779 Shares 33,538 Est. Cost $84.87 Unrealized
ISRG INTUITIVE SURGICAL INC 1.1%
Value ($000) $2,760 Shares 5,764 Est. Cost $169.46 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $2,676 Shares 27,429 Est. Cost $78.69 Unrealized +11.2%
BMVP INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $2,523 Shares 28,666 Est. Cost $88.01 Unrealized
ALTABA INC 1.0%
Value ($000) $2,450 Shares 42,283 Est. Cost $54.38 Unrealized
T AT&T INC 1.0%
Value ($000) $2,383 Shares 83,522 Est. Cost $15.72 Unrealized -10.8%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $2,367 Shares 42,241 Est. Cost $32.08 Unrealized +20.4%
VHT VANGUARD WORLD FDS 0.9%
Value ($000) $2,269 Shares 14,127 Est. Cost $160.61 Unrealized
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $2,262 Shares 11,102 Est. Cost $152.64 Unrealized +32.3%
NFLX NETFLIX INC 0.9%
Value ($000) $2,204 Shares 8,233 Est. Cost $29.93 Unrealized 0.0%
V VISA INC 0.9%
Value ($000) $2,129 Shares 16,135 Est. Cost $99.29 Unrealized +32.3%
INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $2,106 Shares 23,946 Est. Cost $87.95 Unrealized
QLD PROSHARES TR 0.8%
Value ($000) $2,048 Shares 30,480 Est. Cost $90.14 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,990 Shares 29,183 Est. Cost $55.87 Unrealized +0.9%
XLI SELECT SECTOR SPDR TR 0.8%
Value ($000) $1,981 Shares 30,757 Est. Cost $69.35 Unrealized
GOOGL ALPHABET INC 0.8%
Value ($000) $1,886 Shares 1,805 Est. Cost $53.64 Unrealized 0.0%
PWB INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $1,879 Shares 45,318 Est. Cost $41.46 Unrealized
CSCO CISCO SYS INC 0.8%
Value ($000) $1,847 Shares 42,773 Est. Cost $34.85 Unrealized +5.9%
CME CME GROUP INC 0.7%
Value ($000) $1,727 Shares 9,182 Est. Cost $142.24 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,650 Shares 69,264 Est. Cost $24.21 Unrealized
SSO PROSHARES TR 0.7%
Value ($000) $1,635 Shares 17,612 Est. Cost $90.84 Unrealized
VPU VANGUARD WORLD FDS 0.6%
Value ($000) $1,557 Shares 13,215 Est. Cost $117.82 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,519 Shares 14,952 Est. Cost $101.59 Unrealized
GM GENERAL MTRS CO 0.6%
Value ($000) $1,480 Shares 44,247 Est. Cost $35.66 Unrealized -12.1%
VCR VANGUARD WORLD FDS 0.6%
Value ($000) $1,470 Shares 9,765 Est. Cost $150.54 Unrealized
WM WASTE MGMT INC DEL 0.6%
Value ($000) $1,438 Shares 16,175 Est. Cost $67.49 Unrealized +18.1%
WTPI WISDOMTREE TR 0.6%
Value ($000) $1,410 Shares 55,402 Est. Cost $29.45 Unrealized
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $1,352 Shares 7,167 Est. Cost $190.92 Unrealized 0.0%
GOOG ALPHABET INC 0.5%
Value ($000) $1,338 Shares 1,292 Est. Cost $53.13 Unrealized 0.0%
LGLV SPDR SER TR 0.5%
Value ($000) $1,319 Shares 14,813 Est. Cost $89.35 Unrealized
MPC MARATHON PETE CORP 0.5%
Value ($000) $1,274 Shares 21,591 Est. Cost $44.51 Unrealized +21.9%
ABBV ABBVIE INC 0.5%
Value ($000) $1,264 Shares 13,715 Est. Cost $49.49 Unrealized +30.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,224 Shares 4 Est. Cost $313083.50 Unrealized 0.0%
GLAXOSMITHKLINE PLC 0.5%
Value ($000) $1,215 Shares 31,829 Est. Cost $41.49 Unrealized
AXON AXON ENTERPRISE INC 0.5%
Value ($000) $1,194 Shares 27,287 Est. Cost $25.21 Unrealized +105.8%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $1,190 Shares 12,498 Est. Cost $75.68 Unrealized +25.5%
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,187 Shares 20,702 Est. Cost $65.65 Unrealized
MVV PROSHARES TR 0.5%
Value ($000) $1,181 Shares 38,842 Est. Cost $63.36 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,176 Shares 6,541 Est. Cost $179.79 Unrealized
FTNT FORTINET INC 0.5%
Value ($000) $1,165 Shares 16,541 Est. Cost $7.75 Unrealized +96.6%
SNY SANOFI 0.5%
Value ($000) $1,161 Shares 26,883 Est. Cost $40.30 Unrealized
EOG EOG RES INC 0.5%
Value ($000) $1,153 Shares 13,222 Est. Cost $68.95 Unrealized +17.0%
CSD INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,141 Shares 26,932 Est. Cost $42.37 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,134 Shares 5,555 Est. Cost $208.87 Unrealized 0.0%
UWM PROSHARES TR 0.5%
Value ($000) $1,128 Shares 21,639 Est. Cost $92.30 Unrealized
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,119 Shares 17,952 Est. Cost $38.08 Unrealized +40.2%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $1,115 Shares 6,675 Est. Cost $170.89 Unrealized 0.0%
PBE INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,107 Shares 23,515 Est. Cost $47.08 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,098 Shares 39,484 Est. Cost $27.81 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,096 Shares 17,687 Est. Cost $46.71 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,084 Shares 43,895 Est. Cost $24.70 Unrealized
MTN VAIL RESORTS INC 0.4%
Value ($000) $1,071 Shares 5,082 Est. Cost $247.31 Unrealized 0.0%
ALPS ETF TR 0.4%
Value ($000) $1,069 Shares 122,505 Est. Cost $11.94 Unrealized
MO ALTRIA GROUP INC 0.4%
Value ($000) $1,033 Shares 20,911 Est. Cost $38.29 Unrealized -13.5%
VLO VALERO ENERGY CORP NEW 0.4%
Value ($000) $1,028 Shares 13,719 Est. Cost $69.48 Unrealized -5.7%
MMM 3M CO 0.4%
Value ($000) $997 Shares 5,231 Est. Cost $128.25 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $990 Shares 29,082 Est. Cost $30.97 Unrealized -1.7%
MSGS MADISON SQUARE GARDEN CO NEW 0.4%
Value ($000) $977 Shares 3,650 Est. Cost $194.56 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N 0.4%
Value ($000) $972 Shares 11,733 Est. Cost $57.98 Unrealized 0.0%
TSLA TESLA INC 0.4%
Value ($000) $961 Shares 2,888 Est. Cost $21.51 Unrealized 0.0%
GLOBAL X FDS 0.4%
Value ($000) $959 Shares 56,055 Est. Cost $21.60 Unrealized
XLU SELECT SECTOR SPDR TR 0.4%
Value ($000) $932 Shares 17,613 Est. Cost $52.92 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $920 Shares 6,709 Est. Cost $137.13 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $909 Shares 64,361 Est. Cost $14.12 Unrealized
ORCL ORACLE CORP 0.4%
Value ($000) $898 Shares 19,896 Est. Cost $40.76 Unrealized +5.9%
GENERAL AMERN INVS INC 0.4%
Value ($000) $882 Shares 34,282 Est. Cost $25.73 Unrealized
BKNG BOOKING HLDGS INC 0.4%
Value ($000) $868 Shares 504 Est. Cost $1804.07 Unrealized 0.0%
MRK MERCK & CO INC 0.4%
Value ($000) $866 Shares 11,329 Est. Cost $46.97 Unrealized +20.3%
TWITTER INC 0.4%
Value ($000) $856 Shares 29,787 Est. Cost $23.18 Unrealized
EWJ ISHARES INC 0.3%
Value ($000) $848 Shares 16,732 Est. Cost $60.31 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $847 Shares 39,505 Est. Cost $24.40 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $826 Shares 4,988 Est. Cost $173.27 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $824 Shares 8,321 Est. Cost $99.03 Unrealized
TOTAL S A 0.3%
Value ($000) $788 Shares 15,086 Est. Cost $52.23 Unrealized
AEGON N V 0.3%
Value ($000) $776 Shares 168,020 Est. Cost $6.26 Unrealized
FIRST TR VALUE LINE 100 ETF 0.3%
Value ($000) $775 Shares 41,238 Est. Cost $21.32 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $772 Shares 25,014 Est. Cost $30.86 Unrealized
KRE SPDR SERIES TRUST 0.3%
Value ($000) $772 Shares 16,506 Est. Cost $59.57 Unrealized
TOTL SSGA ACTIVE ETF TR 0.3%
Value ($000) $764 Shares 16,123 Est. Cost $48.68 Unrealized
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $764 Shares 6,382 Est. Cost $107.19 Unrealized 0.0%
AIVL WISDOMTREE TR 0.3%
Value ($000) $762 Shares 9,893 Est. Cost $77.02 Unrealized
AMAT APPLIED MATLS INC 0.3%
Value ($000) $761 Shares 23,233 Est. Cost $39.21 Unrealized -19.1%
AFL AFLAC INC 0.3%
Value ($000) $759 Shares 16,661 Est. Cost $33.95 Unrealized +10.7%
ELV ANTHEM INC 0.3%
Value ($000) $759 Shares 2,890 Est. Cost $250.16 Unrealized 0.0%
CRM SALESFORCE COM INC 0.3%
Value ($000) $747 Shares 5,457 Est. Cost $135.90 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $745 Shares 2,996 Est. Cost $235.05 Unrealized 0.0%
PFG PRINCIPAL FINL GROUP INC 0.3%
Value ($000) $738 Shares 16,844 Est. Cost $37.23 Unrealized 0.0%
ARCC ARES CAP CORP 0.3%
Value ($000) $733 Shares 47,051 Est. Cost $7.75 Unrealized +7.9%
SPYD SPDR SER TR 0.3%
Value ($000) $730 Shares 21,417 Est. Cost $37.18 Unrealized
ALLERGAN PLC 0.3%
Value ($000) $716 Shares 5,354 Est. Cost $133.73 Unrealized
NUVEEN DOW 30 DYN OVERWRITE 0.3%
Value ($000) $698 Shares 43,296 Est. Cost $16.52 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $695 Shares 10,123 Est. Cost $71.13 Unrealized -8.6%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $692 Shares 8,001 Est. Cost $86.49 Unrealized
PJP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $686 Shares 11,005 Est. Cost $62.34 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $680 Shares 12,970 Est. Cost $52.43 Unrealized
TWENTY FIRST CENTY FOX INC 0.3%
Value ($000) $676 Shares 14,047 Est. Cost $28.52 Unrealized
AEO AMERICAN EAGLE OUTFITTERS NE 0.3%
Value ($000) $664 Shares 34,689 Est. Cost $18.13 Unrealized -4.7%
ALK ALASKA AIR GROUP INC 0.3%
Value ($000) $660 Shares 10,839 Est. Cost $62.77 Unrealized 0.0%
HRB BLOCK H & R INC 0.3%
Value ($000) $657 Shares 25,957 Est. Cost $20.22 Unrealized 0.0%
ANGL VANECK VECTORS ETF TR 0.3%
Value ($000) $650 Shares 24,374 Est. Cost $30.01 Unrealized
DOL WISDOMTREE TR 0.3%
Value ($000) $649 Shares 15,268 Est. Cost $47.04 Unrealized
AIG AMERICAN INTL GROUP INC 0.3%
Value ($000) $647 Shares 16,412 Est. Cost $48.06 Unrealized -24.7%
RESONANT INC 0.3%
Value ($000) $644 Shares 484,565 Est. Cost $7.40 Unrealized
DELL DELL TECHNOLOGIES INC 0.3%
Value ($000) $615 Shares 12,592 Est. Cost $25.10 Unrealized 0.0%
CSGP COSTAR GROUP INC 0.3%
Value ($000) $615 Shares 1,823 Est. Cost $36.53 Unrealized 0.0%
EET PROSHARES TR 0.3%
Value ($000) $614 Shares 9,886 Est. Cost $72.03 Unrealized
XHB SPDR SERIES TRUST 0.3%
Value ($000) $613 Shares 18,841 Est. Cost $38.55 Unrealized
BAX BAXTER INTL INC 0.2%
Value ($000) $603 Shares 9,158 Est. Cost $58.95 Unrealized 0.0%
GABELLI EQUITY TR INC 0.2%
Value ($000) $596 Shares 23,531 Est. Cost $25.33 Unrealized
DON WISDOMTREE TR 0.2%
Value ($000) $595 Shares 18,818 Est. Cost $35.09 Unrealized
ISHARES TR 0.2%
Value ($000) $591 Shares 25,757 Est. Cost $22.95 Unrealized
BP BP PLC 0.2%
Value ($000) $586 Shares 15,457 Est. Cost $37.91 Unrealized
BBH VANECK VECTORS ETF TR 0.2%
Value ($000) $572 Shares 5,170 Est. Cost $110.64 Unrealized
D DOMINION ENERGY INC 0.2%
Value ($000) $559 Shares 7,822 Est. Cost $53.23 Unrealized 0.0%
VIACOM INC NEW 0.2%
Value ($000) $556 Shares 21,651 Est. Cost $25.68 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $554 Shares 4,872 Est. Cost $113.71 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $551 Shares 6,027 Est. Cost $91.42 Unrealized
GABELLI MULTIMEDIA TR INC 0.2%
Value ($000) $551 Shares 39,233 Est. Cost $10.67 Unrealized
NORBORD INC 0.2%
Value ($000) $549 Shares 20,760 Est. Cost $26.45 Unrealized
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $545 Shares 9,200 Est. Cost $61.54 Unrealized 0.0%
HEWJ ISHARES TR 0.2%
Value ($000) $539 Shares 19,201 Est. Cost $33.93 Unrealized
ANADARKO PETE CORP 0.2%
Value ($000) $533 Shares 12,150 Est. Cost $43.87 Unrealized
BIIB BIOGEN INC 0.2%
Value ($000) $531 Shares 1,763 Est. Cost $319.14 Unrealized 0.0%
GRMN GARMIN LTD 0.2%
Value ($000) $524 Shares 8,311 Est. Cost $54.80 Unrealized 0.0%
BLACKSTONE GROUP L P 0.2%
Value ($000) $521 Shares 17,468 Est. Cost $32.64 Unrealized
APPTIO INC 0.2%
Value ($000) $516 Shares 13,600 Est. Cost $36.36 Unrealized
DXJ WISDOMTREE TR 0.2%
Value ($000) $508 Shares 10,955 Est. Cost $52.00 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $508 Shares 2,921 Est. Cost $36.66 Unrealized 0.0%
HQY HEALTHEQUITY INC 0.2%
Value ($000) $507 Shares 8,492 Est. Cost $80.61 Unrealized 0.0%
EZM WISDOMTREE TR 0.2%
Value ($000) $505 Shares 14,735 Est. Cost $40.07 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $504 Shares 15,435 Est. Cost $32.65 Unrealized
NVS NOVARTIS A G 0.2%
Value ($000) $501 Shares 5,838 Est. Cost $85.82 Unrealized
TABLEAU SOFTWARE INC 0.2%
Value ($000) $493 Shares 4,110 Est. Cost $119.95 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $493 Shares 2,766 Est. Cost $35.49 Unrealized 0.0%
FDX FEDEX CORP 0.2%
Value ($000) $482 Shares 2,987 Est. Cost $185.88 Unrealized 0.0%
PGF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $480 Shares 27,624 Est. Cost $17.38 Unrealized
DTD WISDOMTREE TR 0.2%
Value ($000) $477 Shares 5,641 Est. Cost $84.56 Unrealized
SPYM SPDR SERIES TRUST 0.2%
Value ($000) $469 Shares 16,055 Est. Cost $31.17 Unrealized
GABELLI DIVD & INCOME TR 0.2%
Value ($000) $460 Shares 25,158 Est. Cost $21.82 Unrealized
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $450 Shares 1,206 Est. Cost $364.00 Unrealized 0.0%
AQUA AMERICA INC 0.2%
Value ($000) $449 Shares 13,140 Est. Cost $33.27 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $446 Shares 28,181 Est. Cost $15.83 Unrealized
SMH VANECK VECTORS ETF TR 0.2%
Value ($000) $443 Shares 5,070 Est. Cost $87.38 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $442 Shares 16,358 Est. Cost $31.30 Unrealized
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $434 Shares 3,485 Est. Cost $126.05 Unrealized 0.0%
CWB SPDR SERIES TRUST 0.2%
Value ($000) $433 Shares 9,248 Est. Cost $46.82 Unrealized
BANK AMER CORP 0.2%
Value ($000) $423 Shares 33,015 Est. Cost $12.41 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value ($000) $418 Shares 6,239 Est. Cost $65.26 Unrealized 0.0%
FALN ISHARES TR 0.2%
Value ($000) $412 Shares 16,866 Est. Cost $26.83 Unrealized
QRVO QORVO INC 0.2%
Value ($000) $409 Shares 6,727 Est. Cost $67.25 Unrealized 0.0%
XRT SPDR SERIES TRUST 0.2%
Value ($000) $406 Shares 9,900 Est. Cost $50.90 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $404 Shares 1,590 Est. Cost $19.38 Unrealized 0.0%
MTUM ISHARES TR 0.2%
Value ($000) $398 Shares 3,972 Est. Cost $100.20 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $397 Shares 5,487 Est. Cost $62.14 Unrealized 0.0%
HPQ HP INC 0.2%
Value ($000) $391 Shares 19,172 Est. Cost $17.77 Unrealized +2.7%
FTLS FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $390 Shares 10,521 Est. Cost $36.02 Unrealized
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $390 Shares 8,372 Est. Cost $46.58 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $389 Shares 1,286 Est. Cost $302.49 Unrealized
XNTK SPDR SERIES TRUST 0.2%
Value ($000) $382 Shares 6,419 Est. Cost $59.51 Unrealized
ALLIANZGI EQUITY & CONV INCO 0.2%
Value ($000) $380 Shares 20,518 Est. Cost $19.97 Unrealized
MOO VANECK VECTORS ETF TR 0.2%
Value ($000) $375 Shares 6,610 Est. Cost $56.73 Unrealized
WPC W P CAREY INC 0.2%
Value ($000) $373 Shares 5,714 Est. Cost $65.28 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $367 Shares 2,801 Est. Cost $121.16 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $358 Shares 2,262 Est. Cost $129.50 Unrealized 0.0%
MET METLIFE INC 0.1%
Value ($000) $352 Shares 8,576 Est. Cost $34.90 Unrealized -3.5%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $349 Shares 2,277 Est. Cost $50.60 Unrealized 0.0%
VFH VANGUARD WORLD FDS 0.1%
Value ($000) $344 Shares 5,794 Est. Cost $66.80 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $337 Shares 2,390 Est. Cost $142.86 Unrealized 0.0%
OSI ETF TR 0.1%
Value ($000) $336 Shares 11,177 Est. Cost $30.06 Unrealized
HESS CORP 0.1%
Value ($000) $333 Shares 8,234 Est. Cost $40.44 Unrealized
INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $328 Shares 20,549 Est. Cost $15.96 Unrealized
GABELLI CONV&INCOM SECS FD I 0.1%
Value ($000) $327 Shares 15,152 Est. Cost $21.58 Unrealized
EPS WISDOMTREE TR 0.1%
Value ($000) $322 Shares 11,415 Est. Cost $31.10 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $321 Shares 8,468 Est. Cost $37.91 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $318 Shares 1,589 Est. Cost $151.89 Unrealized 0.0%
XMVM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $313 Shares 11,354 Est. Cost $27.57 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $308 Shares 3,727 Est. Cost $75.91 Unrealized 0.0%
SMARTSHEET INC 0.1%
Value ($000) $306 Shares 12,315 Est. Cost $24.85 Unrealized
REDFIN CORP 0.1%
Value ($000) $302 Shares 20,959 Est. Cost $21.06 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $293 Shares 3,226 Est. Cost $77.14 Unrealized 0.0%
XSVM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $292 Shares 11,070 Est. Cost $26.38 Unrealized
BARCLAYS BK PLC 0.1%
Value ($000) $291 Shares 2,588 Est. Cost $112.44 Unrealized
SHAG WISDOMTREE TR 0.1%
Value ($000) $290 Shares 5,934 Est. Cost $48.87 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $289 Shares 2,235 Est. Cost $114.50 Unrealized 0.0%
NTR NUTRIEN LTD 0.1%
Value ($000) $287 Shares 6,104 Est. Cost $40.88 Unrealized 0.0%
DISCOVERY INC 0.1%
Value ($000) $283 Shares 11,440 Est. Cost $23.80 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $283 Shares 4,853 Est. Cost $58.31 Unrealized
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $281 Shares 9,470 Est. Cost $31.78 Unrealized -11.2%
CALAMOS GBL DYN INCOME FUND 0.1%
Value ($000) $280 Shares 42,749 Est. Cost $8.53 Unrealized
HANCOCK JOHN TAX-ADV DIV INC 0.1%
Value ($000) $280 Shares 13,691 Est. Cost $25.51 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $276 Shares 14,998 Est. Cost $21.62 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $271 Shares 951 Est. Cost $313.65 Unrealized 0.0%
BLACKROCK ENH CAP & INC FD I 0.1%
Value ($000) $269 Shares 19,092 Est. Cost $14.97 Unrealized
AA ALCOA CORP 0.1%
Value ($000) $269 Shares 10,104 Est. Cost $47.30 Unrealized -32.1%
SPHY SPDR SER TR 0.1%
Value ($000) $260 Shares 10,535 Est. Cost $25.28 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value ($000) $257 Shares 2,870 Est. Cost $89.55 Unrealized
CVY INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $257 Shares 13,355 Est. Cost $19.24 Unrealized
ADAM NAT RES FD INC 0.1%
Value ($000) $255 Shares 17,503 Est. Cost $20.76 Unrealized
BB&T CORP 0.1%
Value ($000) $255 Shares 5,905 Est. Cost $43.18 Unrealized
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $254 Shares 1,036 Est. Cost $276.41 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $249 Shares 2,214 Est. Cost $116.74 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value ($000) $245 Shares 2,218 Est. Cost $118.11 Unrealized 0.0%
EATON VANCE SR INCOME TR 0.1%
Value ($000) $242 Shares 40,300 Est. Cost $6.69 Unrealized
MACQUARIE GLBL INFRA TOTL RE 0.1%
Value ($000) $238 Shares 12,632 Est. Cost $24.41 Unrealized
WABCO HLDGS INC 0.1%
Value ($000) $237 Shares 2,211 Est. Cost $107.19 Unrealized
VAW VANGUARD WORLD FDS 0.1%
Value ($000) $235 Shares 2,122 Est. Cost $110.74 Unrealized
SPAB SPDR SERIES TRUST 0.1%
Value ($000) $235 Shares 8,427 Est. Cost $27.89 Unrealized
BBX CAP CORP NEW 0.1%
Value ($000) $233 Shares 40,644 Est. Cost $8.94 Unrealized
M MACYS INC 0.1%
Value ($000) $232 Shares 7,773 Est. Cost $32.92 Unrealized 0.0%
XAR SPDR SERIES TRUST 0.1%
Value ($000) $231 Shares 2,928 Est. Cost $78.89 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $228 Shares 1,423 Est. Cost $133.20 Unrealized 0.0%
SLYG SPDR SERIES TRUST 0.1%
Value ($000) $224 Shares 4,151 Est. Cost $53.96 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $222 Shares 3,355 Est. Cost $63.29 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $221 Shares 1,325 Est. Cost $166.79 Unrealized
VANECK VECTORS ETF TR 0.1%
Value ($000) $221 Shares 15,751 Est. Cost $27.23 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $218 Shares 3,227 Est. Cost $45.60 Unrealized 0.0%
MOBILE MINI INC 0.1%
Value ($000) $218 Shares 6,860 Est. Cost $31.78 Unrealized
VIS VANGUARD WORLD FDS 0.1%
Value ($000) $214 Shares 1,780 Est. Cost $120.22 Unrealized
WESTROCK CO 0.1%
Value ($000) $214 Shares 5,676 Est. Cost $37.70 Unrealized
ARCONIC INC 0.1%
Value ($000) $213 Shares 12,662 Est. Cost $27.53 Unrealized
KBE SPDR SERIES TRUST 0.1%
Value ($000) $212 Shares 5,663 Est. Cost $37.44 Unrealized
BANCROFT FUND LTD 0.1%
Value ($000) $208 Shares 11,146 Est. Cost $21.59 Unrealized
SPROTT FOCUS TR INC 0.1%
Value ($000) $207 Shares 35,841 Est. Cost $7.70 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $204 Shares 13,286 Est. Cost $11.04 Unrealized +1.4%
VALE VALE S A 0.1%
Value ($000) $203 Shares 15,468 Est. Cost $13.12 Unrealized
AIVI WISDOMTREE TR 0.1%
Value ($000) $200 Shares 5,280 Est. Cost $37.88 Unrealized
ET ENERGY TRANSFER LP 0.1%
Value ($000) $184 Shares 13,950 Est. Cost $13.19 Unrealized
PIE INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $178 Shares 11,454 Est. Cost $15.54 Unrealized
BLACKROCK ENHANCED EQT DIV T 0.1%
Value ($000) $169 Shares 21,756 Est. Cost $9.22 Unrealized
NUVEEN CR STRATEGIES INCM FD 0.1%
Value ($000) $158 Shares 21,366 Est. Cost $7.39 Unrealized
BLACKSTONE GSO STRATEGIC CR 0.1%
Value ($000) $143 Shares 10,619 Est. Cost $13.47 Unrealized
EATON VANCE TX ADV GLBL DIV 0.1%
Value ($000) $141 Shares 10,417 Est. Cost $17.94 Unrealized
ALLIANZGI NFJ DIVID INT & PR 0.1%
Value ($000) $131 Shares 12,208 Est. Cost $10.73 Unrealized
EATON VANCE SH TM DR DIVR IN 0.1%
Value ($000) $129 Shares 10,364 Est. Cost $12.45 Unrealized
NAVI NAVIENT CORPORATION 0.1%
Value ($000) $128 Shares 14,491 Est. Cost $15.09 Unrealized -24.0%
GENC GENCOR INDS INC 0.1%
Value ($000) $126 Shares 11,501 Est. Cost $11.41 Unrealized 0.0%
COHEN & STEERS TOTAL RETURN 0.0%
Value ($000) $120 Shares 11,137 Est. Cost $10.77 Unrealized
EATON VANCE TX MGD DIV EQ IN 0.0%
Value ($000) $119 Shares 11,710 Est. Cost $10.16 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $114 Shares 17,535 Est. Cost $6.50 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $109 Shares 10,000 Est. Cost $10.90 Unrealized
GWG HLDGS INC 0.0%
Value ($000) $100 Shares 100,000 Est. Cost $1.00 Unrealized
CLOUGH GLOBAL OPPORTUNITIES 0.0%
Value ($000) $89 Shares 10,754 Est. Cost $8.28 Unrealized
ABERDEEN AUSTRALIA EQTY FD I 0.0%
Value ($000) $72 Shares 15,200 Est. Cost $4.74 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $64 Shares 11,280 Est. Cost $5.67 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $63 Shares 11,003 Est. Cost $5.73 Unrealized
GLOBALSCAPE INC 0.0%
Value ($000) $45 Shares 10,000 Est. Cost $4.50 Unrealized
PROSPECT CAPITAL CORPORATION 0.0%
Value ($000) $19 Shares 20,000 Est. Cost $0.95 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $11 Shares 500 Est. Cost $21.51 Unrealized 0.0%
HCI GROUP INC 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
CALLON PETE CO DEL 0.0%
Value ($000) $4 Shares 54,200 Est. Cost Unrealized
MADISON CVRED CALL & EQ STR 0.0%
Value ($000) $3 Shares 44,800 Est. Cost Unrealized