LVW Advisors, LLC Diversified Active

CIK: 0001576053 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 11, 2020

Total Value ($000): $414,349 (100.0% shares, 0.0% debt)

Holdings (196)

VONG VANGUARD SCOTTSDALE FDS 8.9%
Value ($000) $36,679 Shares 185,887 Est. Cost $161.12 Unrealized
VUG VANGUARD INDEX FDS 8.4%
Value ($000) $34,803 Shares 172,214 Est. Cost $120.94 Unrealized
SCHP SCHWAB STRATEGIC TR 6.2%
Value ($000) $25,836 Shares 430,462 Est. Cost $56.21 Unrealized
SCHE SCHWAB STRATEGIC TR 4.5%
Value ($000) $18,514 Shares 760,339 Est. Cost $25.37 Unrealized
AAPL APPLE INC 3.8%
Value ($000) $15,855 Shares 43,463 Est. Cost $29.24 Unrealized +156.8%
VTWO VANGUARD SCOTTSDALE FDS 3.0%
Value ($000) $12,494 Shares 108,279 Est. Cost $94.86 Unrealized
VEA VANGUARD TAX-MANAGED FDS 2.9%
Value ($000) $12,172 Shares 313,783 Est. Cost $39.65 Unrealized
SCHG SCHWAB STRATEGIC TR 2.5%
Value ($000) $10,173 Shares 100,191 Est. Cost $64.37 Unrealized
IVV ISHARES TR 2.4%
Value ($000) $9,924 Shares 32,045 Est. Cost $252.98 Unrealized
ACWV ISHARES INC 2.2%
Value ($000) $9,190 Shares 104,936 Est. Cost $86.57 Unrealized
SCHD SCHWAB STRATEGIC TR 1.8%
Value ($000) $7,497 Shares 144,861 Est. Cost $49.04 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $7,184 Shares 35,302 Est. Cost $48.98 Unrealized +253.3%
SCHR SCHWAB STRATEGIC TR 1.7%
Value ($000) $7,146 Shares 121,580 Est. Cost $55.32 Unrealized
VOO VANGUARD INDEX FDS 1.6%
Value ($000) $6,620 Shares 23,356 Est. Cost $257.36 Unrealized
SCHF SCHWAB STRATEGIC TR 1.4%
Value ($000) $5,607 Shares 188,475 Est. Cost $28.95 Unrealized
ABBV ABBVIE INC 1.2%
Value ($000) $5,066 Shares 51,596 Est. Cost $47.38 Unrealized +48.8%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $4,647 Shares 33,044 Est. Cost $94.07 Unrealized +32.1%
AMZN AMAZON COM INC 1.1%
Value ($000) $4,646 Shares 1,684 Est. Cost $64.88 Unrealized +86.2%
INTC INTEL CORP 1.1%
Value ($000) $4,425 Shares 73,952 Est. Cost $31.41 Unrealized +69.3%
SCHO SCHWAB STRATEGIC TR 1.1%
Value ($000) $4,367 Shares 84,582 Est. Cost $50.86 Unrealized
QUAL ISHARES TR 1.0%
Value ($000) $4,337 Shares 45,218 Est. Cost $94.46 Unrealized
CSCO CISCO SYS INC 1.0%
Value ($000) $4,334 Shares 92,923 Est. Cost $25.16 Unrealized +47.1%
SUB ISHARES TR 1.0%
Value ($000) $4,210 Shares 39,030 Est. Cost $106.79 Unrealized
SCHA SCHWAB STRATEGIC TR 1.0%
Value ($000) $4,132 Shares 63,233 Est. Cost $52.46 Unrealized
WMT WALMART INC 1.0%
Value ($000) $4,122 Shares 34,414 Est. Cost $22.96 Unrealized +65.8%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $4,121 Shares 43,812 Est. Cost $63.19 Unrealized +29.4%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $4,019 Shares 72,898 Est. Cost $32.13 Unrealized +26.8%
PEP PEPSICO INC 0.9%
Value ($000) $3,749 Shares 28,347 Est. Cost $78.47 Unrealized +41.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $3,702 Shares 20,741 Est. Cost $184.03 Unrealized -0.8%
MCD MCDONALDS CORP 0.9%
Value ($000) $3,571 Shares 19,358 Est. Cost $95.41 Unrealized +68.7%
PFE PFIZER INC 0.9%
Value ($000) $3,524 Shares 107,766 Est. Cost $21.49 Unrealized +20.9%
PTLC PACER FDS TR 0.8%
Value ($000) $3,481 Shares 128,025 Est. Cost $30.51 Unrealized
GOOG ALPHABET INC 0.8%
Value ($000) $3,439 Shares 2,433 Est. Cost $51.37 Unrealized +30.4%
SBUX STARBUCKS CORP 0.8%
Value ($000) $3,416 Shares 46,419 Est. Cost $52.65 Unrealized +26.0%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $3,409 Shares 76,241 Est. Cost $52.07 Unrealized -33.1%
WEC WEC ENERGY GROUP INC 0.8%
Value ($000) $3,361 Shares 38,343 Est. Cost $40.38 Unrealized +85.9%
CB CHUBB LIMITED 0.8%
Value ($000) $3,335 Shares 26,337 Est. Cost $124.02 Unrealized -14.4%
MMM 3M CO 0.8%
Value ($000) $3,248 Shares 20,822 Est. Cost $110.29 Unrealized -7.1%
EBAY EBAY INC. 0.8%
Value ($000) $3,158 Shares 60,201 Est. Cost $33.02 Unrealized +16.4%
HD HOME DEPOT INC 0.8%
Value ($000) $3,153 Shares 12,588 Est. Cost $182.00 Unrealized +9.7%
AMGN AMGEN INC 0.7%
Value ($000) $3,076 Shares 13,041 Est. Cost $159.18 Unrealized +20.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.7%
Value ($000) $3,045 Shares 49,418 Est. Cost $54.61 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.7%
Value ($000) $2,938 Shares 19,655 Est. Cost $151.07 Unrealized -17.7%
SJM SMUCKER J M CO 0.7%
Value ($000) $2,785 Shares 26,319 Est. Cost $88.62 Unrealized +5.5%
MO ALTRIA GROUP INC 0.6%
Value ($000) $2,602 Shares 66,289 Est. Cost $32.89 Unrealized -24.1%
V VISA INC 0.6%
Value ($000) $2,480 Shares 12,837 Est. Cost $137.25 Unrealized +27.9%
WALGREENS BOOTS ALLIANCE INC 0.6%
Value ($000) $2,319 Shares 54,713 Est. Cost $59.18 Unrealized
MDT MEDTRONIC PLC 0.6%
Value ($000) $2,293 Shares 25,008 Est. Cost $81.79 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $2,182 Shares 85,219 Est. Cost $38.95 Unrealized -38.4%
IWM ISHARES TR 0.5%
Value ($000) $1,994 Shares 13,925 Est. Cost $114.46 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $1,967 Shares 1,387 Est. Cost $54.10 Unrealized +23.7%
VTEB VANGUARD MUN BD FDS 0.4%
Value ($000) $1,786 Shares 32,989 Est. Cost $53.69 Unrealized
TLT ISHARES TR 0.4%
Value ($000) $1,757 Shares 10,717 Est. Cost $143.87 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,474 Shares 4,984 Est. Cost $240.41 Unrealized +13.7%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,455 Shares 36,727 Est. Cost $40.10 Unrealized
DXJ WISDOMTREE TR 0.3%
Value ($000) $1,437 Shares 30,566 Est. Cost $19.85 Unrealized
AZN ASTRAZENECA PLC 0.3%
Value ($000) $1,320 Shares 24,959 Est. Cost $44.39 Unrealized
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $1,191 Shares 14,334 Est. Cost $80.52 Unrealized
HEFA ISHARES TR 0.3%
Value ($000) $1,176 Shares 42,613 Est. Cost $26.38 Unrealized
NVO NOVO-NORDISK A S 0.3%
Value ($000) $1,131 Shares 17,279 Est. Cost $56.51 Unrealized
GOVT ISHARES TR 0.3%
Value ($000) $1,118 Shares 39,925 Est. Cost $25.94 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $1,102 Shares 4,853 Est. Cost $160.64 Unrealized +29.1%
DIS DISNEY WALT CO 0.2%
Value ($000) $969 Shares 8,691 Est. Cost $124.55 Unrealized -13.4%
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $957 Shares 3,435 Est. Cost $205.75 Unrealized
GLRE GREENLIGHT CAPITAL RE LTD 0.2%
Value ($000) $937 Shares 143,645 Est. Cost $9.63 Unrealized -32.1%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $935 Shares 2,462 Est. Cost $5.46 Unrealized +47.7%
ASML ASML HOLDING N V 0.2%
Value ($000) $923 Shares 2,507 Est. Cost $264.63 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $900 Shares 5,142 Est. Cost $128.16 Unrealized +18.5%
TIP ISHARES TR 0.2%
Value ($000) $898 Shares 7,304 Est. Cost $16.70 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $877 Shares 11,584 Est. Cost $44.54 Unrealized +32.4%
MINT PIMCO ETF TR 0.2%
Value ($000) $875 Shares 8,607 Est. Cost $101.62 Unrealized
OUTLOOK THERAPEUTICS INC 0.2%
Value ($000) $871 Shares 675,165 Est. Cost $1.60 Unrealized
SAP SAP SE 0.2%
Value ($000) $832 Shares 5,945 Est. Cost $121.56 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $807 Shares 14,216 Est. Cost $50.46 Unrealized
DBEF DBX ETF TR 0.2%
Value ($000) $803 Shares 26,568 Est. Cost $29.62 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $766 Shares 4,892 Est. Cost $141.76 Unrealized
IXN ISHARES TR 0.2%
Value ($000) $760 Shares 3,225 Est. Cost $235.66 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $750 Shares 5,872 Est. Cost $116.89 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $742 Shares 2,034 Est. Cost $193.13 Unrealized +67.6%
BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $720 Shares 201,200 Est. Cost $3.01 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $714 Shares 7,131 Est. Cost $95.64 Unrealized
EFG ISHARES TR 0.2%
Value ($000) $697 Shares 8,389 Est. Cost $83.08 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $695 Shares 7,618 Est. Cost $71.93 Unrealized -1.3%
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $681 Shares 12,599 Est. Cost $43.50 Unrealized
DEO DIAGEO P L C 0.2%
Value ($000) $676 Shares 5,029 Est. Cost $152.71 Unrealized
KMX CARMAX INC 0.2%
Value ($000) $656 Shares 7,325 Est. Cost $61.63 Unrealized +27.1%
GMAB GENMAB A/S 0.2%
Value ($000) $629 Shares 18,565 Est. Cost $21.08 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $612 Shares 3,515 Est. Cost $56.81 Unrealized +142.7%
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $602 Shares 15,508 Est. Cost $34.75 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $578 Shares 9,081 Est. Cost $66.67 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $577 Shares 3,350 Est. Cost $126.03 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $565 Shares 3,375 Est. Cost $167.41 Unrealized
RELX RELX PLC 0.1%
Value ($000) $549 Shares 23,323 Est. Cost $23.41 Unrealized
CACC CREDIT ACCEP CORP MICH 0.1%
Value ($000) $542 Shares 1,294 Est. Cost $430.38 Unrealized -19.1%
NOBL PROSHARES TR 0.1%
Value ($000) $526 Shares 7,814 Est. Cost $60.11 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $514 Shares 1,667 Est. Cost $249.31 Unrealized
SPGM SPDR INDEX SHS FDS 0.1%
Value ($000) $510 Shares 12,792 Est. Cost $39.87 Unrealized
JACOBS ENGR GROUP INC 0.1%
Value ($000) $509 Shares 5,997 Est. Cost $75.25 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $478 Shares 2,488 Est. Cost $151.14 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $449 Shares 1,423 Est. Cost $24.31 Unrealized +0.9%
LQD ISHARES TR 0.1%
Value ($000) $448 Shares 3,330 Est. Cost $134.53 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $444 Shares 3,289 Est. Cost $85.32 Unrealized +21.1%
UNP UNION PAC CORP 0.1%
Value ($000) $443 Shares 2,622 Est. Cost $126.67 Unrealized +11.7%
MRK MERCK & CO. INC 0.1%
Value ($000) $440 Shares 5,690 Est. Cost $58.23 Unrealized +8.0%
ABT ABBOTT LABS 0.1%
Value ($000) $439 Shares 4,805 Est. Cost $61.82 Unrealized +32.5%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $424 Shares 430 Est. Cost $749.93 Unrealized 0.0%
SMG SCOTTS MIRACLE GRO CO 0.1%
Value ($000) $420 Shares 3,125 Est. Cost $103.40 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $408 Shares 1,383 Est. Cost $167.00 Unrealized +56.3%
T AT&T INC 0.1%
Value ($000) $391 Shares 12,938 Est. Cost $15.50 Unrealized -0.0%
UROV UROVANT SCIENCES LTD 0.1%
Value ($000) $382 Shares 38,812 Est. Cost $9.51 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $379 Shares 2,142 Est. Cost $140.03 Unrealized 0.0%
VIS VANGUARD WORLD FDS 0.1%
Value ($000) $379 Shares 2,914 Est. Cost $135.99 Unrealized
TER TERADYNE INC 0.1%
Value ($000) $375 Shares 4,435 Est. Cost $65.50 Unrealized 0.0%
MSCI MSCI INC 0.1%
Value ($000) $373 Shares 1,116 Est. Cost $305.66 Unrealized 0.0%
CDW CDW CORP 0.1%
Value ($000) $373 Shares 3,208 Est. Cost $101.20 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $370 Shares 1,020 Est. Cost $330.32 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $370 Shares 3,331 Est. Cost $84.33 Unrealized -5.4%
ANSYS INC 0.1%
Value ($000) $368 Shares 1,261 Est. Cost $291.83 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $363 Shares 4,870 Est. Cost $56.62 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $357 Shares 1,836 Est. Cost $150.21 Unrealized +6.7%
FDN FIRST TR NASDAQ-100 TECH IND 0.1%
Value ($000) $357 Shares 2,092 Est. Cost $139.73 Unrealized
POOL POOL CORPORATION 0.1%
Value ($000) $355 Shares 1,307 Est. Cost $217.33 Unrealized 0.0%
NVS NOVARTIS AG 0.1%
Value ($000) $353 Shares 4,045 Est. Cost $83.54 Unrealized
GLPG GALAPAGOS NV 0.1%
Value ($000) $353 Shares 1,791 Est. Cost $204.24 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $352 Shares 10,421 Est. Cost $39.26 Unrealized -15.5%
PHILLIPS 66 PARTNERS LP 0.1%
Value ($000) $350 Shares 9,700 Est. Cost $56.83 Unrealized
ESML ISHARES TR 0.1%
Value ($000) $348 Shares 13,876 Est. Cost $25.08 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $348 Shares 4,519 Est. Cost $50.86 Unrealized +20.9%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $347 Shares 3,720 Est. Cost $89.48 Unrealized
THO THOR INDS INC 0.1%
Value ($000) $346 Shares 3,251 Est. Cost $69.97 Unrealized 0.0%
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $343 Shares 8,413 Est. Cost $37.92 Unrealized
BX BLACKSTONE GROUP INC 0.1%
Value ($000) $337 Shares 5,956 Est. Cost $45.26 Unrealized -3.9%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $335 Shares 2,855 Est. Cost $109.79 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $332 Shares 9,597 Est. Cost $42.33 Unrealized
GNE GENIE ENERGY LTD 0.1%
Value ($000) $331 Shares 45,000 Est. Cost $8.73 Unrealized -10.2%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $331 Shares 18,232 Est. Cost $22.24 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $330 Shares 13,913 Est. Cost $23.17 Unrealized -11.2%
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $326 Shares 2,180 Est. Cost $149.54 Unrealized
AON AON PLC 0.1%
Value ($000) $322 Shares 1,673 Est. Cost $178.56 Unrealized 0.0%
CRL CHARLES RIV LABS INTL INC 0.1%
Value ($000) $319 Shares 1,828 Est. Cost $159.60 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $319 Shares 4,547 Est. Cost $55.36 Unrealized -1.0%
NDSN NORDSON CORP 0.1%
Value ($000) $318 Shares 1,676 Est. Cost $159.50 Unrealized 0.0%
WPC WP CAREY INC 0.1%
Value ($000) $315 Shares 4,658 Est. Cost $65.91 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.1%
Value ($000) $312 Shares 7,850 Est. Cost $28.96 Unrealized +2.3%
ARKG ARK ETF TR 0.1%
Value ($000) $302 Shares 5,790 Est. Cost $52.16 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $300 Shares 1,172 Est. Cost $234.34 Unrealized 0.0%
SITE SITEONE LANDSCAPE SUPPLY INC 0.1%
Value ($000) $295 Shares 2,592 Est. Cost $92.94 Unrealized 0.0%
ADBE ADOBE INC 0.1%
Value ($000) $294 Shares 676 Est. Cost $370.53 Unrealized 0.0%
WELLS FARGO MULTI SECTOR INC 0.1%
Value ($000) $290 Shares 26,338 Est. Cost $11.01 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.1%
Value ($000) $286 Shares 6,100 Est. Cost $46.89 Unrealized
PRI PRIMERICA INC 0.1%
Value ($000) $274 Shares 2,354 Est. Cost $106.35 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value ($000) $274 Shares 3,137 Est. Cost $82.63 Unrealized -9.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $269 Shares 2,822 Est. Cost $77.94 Unrealized +9.8%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $268 Shares 2,107 Est. Cost $87.79 Unrealized +13.4%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $268 Shares 4,428 Est. Cost $51.23 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $265 Shares 1,438 Est. Cost $162.75 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $260 Shares 1,798 Est. Cost $117.88 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $254 Shares 17,589 Est. Cost $10.04 Unrealized -21.4%
BLACKROCK INC 0.1%
Value ($000) $253 Shares 465 Est. Cost $440.43 Unrealized
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $252 Shares 1,989 Est. Cost $113.38 Unrealized -6.3%
ASPEN TECHNOLOGY INC 0.1%
Value ($000) $248 Shares 2,393 Est. Cost $103.64 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $245 Shares 789 Est. Cost $305.35 Unrealized +7.6%
TGT TARGET CORP 0.1%
Value ($000) $243 Shares 2,030 Est. Cost $98.18 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $242 Shares 3,719 Est. Cost $55.07 Unrealized -4.5%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $241 Shares 10,400 Est. Cost $23.17 Unrealized
EMN EASTMAN CHEM CO 0.1%
Value ($000) $241 Shares 3,463 Est. Cost $51.71 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $237 Shares 521 Est. Cost $42.56 Unrealized 0.0%
IEF ISHARES TR 0.1%
Value ($000) $236 Shares 1,938 Est. Cost $106.08 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $235 Shares 3,571 Est. Cost $40.79 Unrealized 0.0%
SJNK SPDR SER TR 0.1%
Value ($000) $233 Shares 9,239 Est. Cost $25.22 Unrealized
LII LENNOX INTL INC 0.1%
Value ($000) $233 Shares 1,002 Est. Cost $188.58 Unrealized 0.0%
RACE FERRARI N V 0.1%
Value ($000) $231 Shares 1,352 Est. Cost $143.93 Unrealized +12.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $230 Shares 758 Est. Cost $279.18 Unrealized 0.0%
CPRT COPART INC 0.1%
Value ($000) $227 Shares 2,728 Est. Cost $20.07 Unrealized 0.0%
FLIR SYS INC 0.1%
Value ($000) $226 Shares 5,578 Est. Cost $40.52 Unrealized
NKE NIKE INC 0.1%
Value ($000) $226 Shares 2,309 Est. Cost $85.46 Unrealized 0.0%
AGG ISHARES TR 0.1%
Value ($000) $224 Shares 1,896 Est. Cost $112.09 Unrealized
TMP TOMPKINS FINANCIAL CORPORATI 0.1%
Value ($000) $221 Shares 3,411 Est. Cost $62.69 Unrealized -15.6%
RBC RBC BEARINGS INC 0.1%
Value ($000) $221 Shares 1,647 Est. Cost $127.53 Unrealized 0.0%
TOTAL S.A. 0.1%
Value ($000) $220 Shares 5,724 Est. Cost $38.43 Unrealized
BIO BIO RAD LABS INC 0.1%
Value ($000) $220 Shares 487 Est. Cost $441.30 Unrealized 0.0%
IBB ISHARES TR 0.1%
Value ($000) $218 Shares 1,598 Est. Cost $136.42 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $213 Shares 2,390 Est. Cost $69.83 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $211 Shares 4,729 Est. Cost $44.52 Unrealized -13.0%
SRVR PACER FDS TR 0.1%
Value ($000) $210 Shares 5,900 Est. Cost $35.59 Unrealized
COOPER COS INC 0.1%
Value ($000) $209 Shares 738 Est. Cost $283.20 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $208 Shares 868 Est. Cost $196.57 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $206 Shares 6,760 Est. Cost $21.09 Unrealized 0.0%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $201 Shares 482 Est. Cost $364.97 Unrealized 0.0%
PROSHARES TR 0.0%
Value ($000) $201 Shares 17,000 Est. Cost $11.82 Unrealized
TRAK PARK CITY GROUP INC 0.0%
Value ($000) $190 Shares 45,000 Est. Cost $8.35 Unrealized -42.2%
SHELL MIDSTREAM PARTNERS L P 0.0%
Value ($000) $175 Shares 14,274 Est. Cost $9.96 Unrealized
CHIMERA INVT CORP 0.0%
Value ($000) $141 Shares 14,652 Est. Cost $9.62 Unrealized
BB BLACKBERRY LTD 0.0%
Value ($000) $122 Shares 25,000 Est. Cost $7.97 Unrealized -43.3%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $98 Shares 13,724 Est. Cost $13.36 Unrealized
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $62 Shares 12,124 Est. Cost $3.01 Unrealized -23.2%