PIN OAK INVESTMENT ADVISORS INC Diversified Active

CIK: 0001094584 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 14, 2020

Total Value ($000): $107,695 (100.0% shares, 0.0% debt)

Holdings (375)

BRK/B Berkshire Hathaway B 5.2%
Value ($000) $5,555 Shares 31,119 Est. Cost $206.26 Unrealized -11.5%
AAPL Apple Computer 2.9%
Value ($000) $3,171 Shares 8,693 Est. Cost $39.48 Unrealized +90.2%
Macquarie Infrastructure Company LLC 2.9%
Value ($000) $3,102 Shares 101,091 Est. Cost $47.92 Unrealized
URI United Rentals 2.6%
Value ($000) $2,801 Shares 18,791 Est. Cost $121.29 Unrealized +1.3%
PFLT PennantPark Floating Rate Capital Ltd 2.5%
Value ($000) $2,688 Shares 319,996 Est. Cost $5.68 Unrealized -30.9%
FS KKR Capital Corp II 2.5%
Value ($000) $2,667 Shares 206,886 Est. Cost $12.89 Unrealized
NXST Nexstar Broadcasting Group Inc 2.5%
Value ($000) $2,648 Shares 31,644 Est. Cost $61.34 Unrealized +2.5%
NSP Insperity Inc 2.4%
Value ($000) $2,629 Shares 40,610 Est. Cost $72.52 Unrealized -41.2%
EPD Enterprise Ptnrs 2.4%
Value ($000) $2,539 Shares 139,714 Est. Cost $24.93 Unrealized
MAIN Main Street Capital Corp 2.3%
Value ($000) $2,523 Shares 81,040 Est. Cost $29.03 Unrealized -2.9%
ARCC Ares Capital Corp 2.2%
Value ($000) $2,423 Shares 167,705 Est. Cost $9.08 Unrealized -13.0%
NMFC New Mountain Finance Corp 2.2%
Value ($000) $2,407 Shares 259,045 Est. Cost $5.84 Unrealized -24.6%
LEN Lennar Corp 2.2%
Value ($000) $2,380 Shares 38,631 Est. Cost $44.66 Unrealized +5.9%
OPTU Altice U S A Inc 1.9%
Value ($000) $2,086 Shares 92,550 Est. Cost $21.56 Unrealized +13.8%
Magellan Prtnrs LP 1.8%
Value ($000) $1,958 Shares 45,365 Est. Cost $41.04 Unrealized
Apollo Global Management LLC 1.8%
Value ($000) $1,923 Shares 38,525 Est. Cost $37.83 Unrealized
BlackRock Corp High Yield 1.7%
Value ($000) $1,877 Shares 184,550 Est. Cost $10.94 Unrealized
VOO Vanguard S&P 500 ETF 1.7%
Value ($000) $1,807 Shares 6,377 Est. Cost $245.31 Unrealized
AER AerCap Holdings NV 1.7%
Value ($000) $1,804 Shares 58,585 Est. Cost $49.32 Unrealized -42.9%
KRP Kimbell Royalty Partners 1.6%
Value ($000) $1,765 Shares 205,250 Est. Cost $13.68 Unrealized
GM Gen'l Motors Corp 1.5%
Value ($000) $1,639 Shares 64,777 Est. Cost $36.18 Unrealized -35.1%
MSFT Microsoft Inc 1.5%
Value ($000) $1,635 Shares 8,032 Est. Cost $80.63 Unrealized +114.6%
GOOGL Alphabet, Inc. 1.4%
Value ($000) $1,520 Shares 1,072 Est. Cost $58.08 Unrealized +15.2%
PFE Pfizer Inc 1.4%
Value ($000) $1,501 Shares 45,908 Est. Cost $23.80 Unrealized +9.2%
XOM Exxon Mobil Corp 1.4%
Value ($000) $1,498 Shares 33,496 Est. Cost $56.84 Unrealized -38.7%
EOG EOG Resources Inc 1.4%
Value ($000) $1,494 Shares 29,493 Est. Cost $72.92 Unrealized -48.8%
ET Energy Transfer Operating, LP 1.4%
Value ($000) $1,488 Shares 209,052 Est. Cost $8.70 Unrealized
Royal Dutch Shell 1.3%
Value ($000) $1,442 Shares 44,124 Est. Cost $40.05 Unrealized
VTV Vanguard Value ETF 1.3%
Value ($000) $1,429 Shares 14,352 Est. Cost $106.32 Unrealized
Howard Hughes Corp 1.2%
Value ($000) $1,321 Shares 25,428 Est. Cost $97.78 Unrealized
VEA Vanguard FTSE Developed Markets ETF 1.2%
Value ($000) $1,305 Shares 33,652 Est. Cost $44.51 Unrealized
VOT Vanguard Midcap Growth ETF 1.2%
Value ($000) $1,280 Shares 7,755 Est. Cost $127.71 Unrealized
SPY S&P Depository Receipts 1.1%
Value ($000) $1,199 Shares 3,888 Est. Cost $267.81 Unrealized
GOOG Alphabet, Inc. 1.0%
Value ($000) $1,118 Shares 791 Est. Cost $51.27 Unrealized +30.6%
Liberty SiriusXM Group 1.0%
Value ($000) $1,093 Shares 31,720 Est. Cost $31.62 Unrealized
GLD Streetracks Gold Shs 1.0%
Value ($000) $1,065 Shares 6,362 Est. Cost $123.65 Unrealized
JNJ Johnson & Johnson 1.0%
Value ($000) $1,055 Shares 7,500 Est. Cost $110.04 Unrealized +12.9%
IBKR Interactive Brokers Group Inc 0.9%
Value ($000) $1,013 Shares 24,255 Est. Cost $13.43 Unrealized -24.7%
PAGP Plains GP Hldgs 0.9%
Value ($000) $982 Shares 110,300 Est. Cost $5.61 Unrealized
WMT Walmart 0.9%
Value ($000) $961 Shares 8,022 Est. Cost $26.89 Unrealized +41.6%
CVX ChevronTexaco 0.7%
Value ($000) $771 Shares 8,642 Est. Cost $84.25 Unrealized -17.1%
GT Goodyear Tire & Rubber 0.7%
Value ($000) $769 Shares 85,995 Est. Cost $21.60 Unrealized -64.8%
Western Asset Managed High Inc 0.6%
Value ($000) $698 Shares 151,094 Est. Cost $5.07 Unrealized
DIA Diamonds Trust Ser I 0.6%
Value ($000) $677 Shares 2,625 Est. Cost $320.58 Unrealized
GLW Corning, Inc 0.6%
Value ($000) $657 Shares 25,359 Est. Cost $25.17 Unrealized -22.9%
META Facebook Inc Class A 0.6%
Value ($000) $633 Shares 2,787 Est. Cost $169.13 Unrealized +22.6%
INTC Intel Corp 0.6%
Value ($000) $596 Shares 9,962 Est. Cost $36.55 Unrealized +45.5%
ABT Abbott Labs 0.5%
Value ($000) $563 Shares 6,155 Est. Cost $64.87 Unrealized +26.3%
ADBE Adobe Systems 0.5%
Value ($000) $539 Shares 1,239 Est. Cost $186.63 Unrealized +98.5%
Liberty SiriusXM Group 0.5%
Value ($000) $536 Shares 15,535 Est. Cost $31.70 Unrealized
BAC Bank of America 0.5%
Value ($000) $517 Shares 21,763 Est. Cost $24.01 Unrealized -14.3%
OXY Occidental Petroleum 0.4%
Value ($000) $432 Shares 23,628 Est. Cost $42.04 Unrealized -64.8%
Cyrusone Llc 0.4%
Value ($000) $405 Shares 5,569 Est. Cost $59.49 Unrealized
CSCO Cisco Systems Inc 0.4%
Value ($000) $384 Shares 8,225 Est. Cost $29.39 Unrealized +25.9%
Kirkland Lake Gold Ltd 0.3%
Value ($000) $371 Shares 8,990 Est. Cost $29.60 Unrealized
Royal Dutch Shell B 0.3%
Value ($000) $367 Shares 12,057 Est. Cost $67.79 Unrealized
ABBV Abbvie Inc 0.3%
Value ($000) $357 Shares 3,641 Est. Cost $67.63 Unrealized +4.3%
QQQ Powershs Qqq TRUST Ser 0.3%
Value ($000) $357 Shares 1,441 Est. Cost $187.56 Unrealized
HAL Halliburton Co 0.3%
Value ($000) $353 Shares 27,226 Est. Cost $37.32 Unrealized -73.8%
V Visa Inc 0.3%
Value ($000) $351 Shares 1,816 Est. Cost $106.15 Unrealized +65.4%
BHC Bausch Health Cos Inc 0.3%
Value ($000) $343 Shares 18,760 Est. Cost $23.02 Unrealized -23.4%
LOW Lowes Cos Inc 0.3%
Value ($000) $341 Shares 2,521 Est. Cost $98.23 Unrealized +5.2%
BA Boeing 0.3%
Value ($000) $340 Shares 1,854 Est. Cost $255.05 Unrealized -39.7%
Doubleline Income Solutions 0.3%
Value ($000) $328 Shares 21,315 Est. Cost $19.34 Unrealized
PYPL Paypal Holdings Incorpor 0.3%
Value ($000) $323 Shares 1,856 Est. Cost $93.38 Unrealized +47.7%
NKE Nike Inc 0.3%
Value ($000) $323 Shares 3,296 Est. Cost $52.62 Unrealized +62.4%
MA MasterCard Inc 0.3%
Value ($000) $322 Shares 1,089 Est. Cost $184.80 Unrealized +47.9%
EWJ iShares Japan Indx 0.3%
Value ($000) $321 Shares 5,850 Est. Cost $60.00 Unrealized
ACN Accenture Ltd 0.3%
Value ($000) $317 Shares 1,478 Est. Cost $133.29 Unrealized +31.0%
AMZN Amazon.com Inc 0.3%
Value ($000) $317 Shares 115 Est. Cost $72.06 Unrealized +67.6%
KO Coca Cola 0.3%
Value ($000) $300 Shares 6,706 Est. Cost $35.83 Unrealized +8.1%
Cedar Fair LP 0.3%
Value ($000) $295 Shares 10,715 Est. Cost $43.30 Unrealized
PG Procter & Gamble Co 0.3%
Value ($000) $288 Shares 2,405 Est. Cost $68.52 Unrealized +48.2%
ZTS Zoetis Inc 0.3%
Value ($000) $272 Shares 1,988 Est. Cost $70.66 Unrealized +76.1%
ADSK Autodesk Inc 0.3%
Value ($000) $272 Shares 1,136 Est. Cost $187.97 Unrealized +4.6%
NOW ServiceNow Inc 0.2%
Value ($000) $267 Shares 659 Est. Cost $57.91 Unrealized +21.9%
PEP Pepsico 0.2%
Value ($000) $264 Shares 1,996 Est. Cost $92.32 Unrealized +20.0%
VIG Vanguard Div Apprciation 0.2%
Value ($000) $264 Shares 2,249 Est. Cost $102.04 Unrealized
JPM JP Morgan Chase 0.2%
Value ($000) $261 Shares 2,778 Est. Cost $83.77 Unrealized -2.4%
VWO Vanguard FTSE Emerging Mkts ETF 0.2%
Value ($000) $261 Shares 6,600 Est. Cost $45.87 Unrealized
DIS Disney, Walt Hldg Co 0.2%
Value ($000) $258 Shares 2,315 Est. Cost $120.27 Unrealized -10.3%
SBUX Starbucks Corp 0.2%
Value ($000) $256 Shares 3,478 Est. Cost $52.43 Unrealized +26.5%
First Trust High Inc Long/Shrt Common 0.2%
Value ($000) $248 Shares 18,695 Est. Cost $17.63 Unrealized
REGN Regeneron Pharms Inc 0.2%
Value ($000) $241 Shares 386 Est. Cost $403.30 Unrealized +40.0%
CRM Salesforce.com Inc 0.2%
Value ($000) $240 Shares 1,279 Est. Cost $160.86 Unrealized +3.5%
EV Limited Duration Income 0.2%
Value ($000) $236 Shares 20,910 Est. Cost $13.32 Unrealized
PNNT Pennantpark Invt Corp 0.2%
Value ($000) $235 Shares 66,877 Est. Cost $2.84 Unrealized -42.6%
Blackrock Inc 0.2%
Value ($000) $235 Shares 432 Est. Cost $499.41 Unrealized
IBM Intl Business Mach 0.2%
Value ($000) $231 Shares 1,910 Est. Cost $101.94 Unrealized -10.3%
RWR SPDR DJ Wilshire Reit 0.2%
Value ($000) $228 Shares 2,928 Est. Cost $93.69 Unrealized
Kayne Anderson MLP Invt 0.2%
Value ($000) $226 Shares 42,818 Est. Cost $18.40 Unrealized
PAA Plains All-Amer Pipe 0.2%
Value ($000) $223 Shares 25,270 Est. Cost $20.62 Unrealized
FSK FS Investment Corp 0.2%
Value ($000) $222 Shares 15,877 Est. Cost $6.35 Unrealized 0.0%
MAC Macerich Co 0.2%
Value ($000) $220 Shares 24,520 Est. Cost $8.97 Unrealized
NG Novagold Res Inc New 0.2%
Value ($000) $220 Shares 23,985 Est. Cost $3.97 Unrealized +155.2%
DG Dollar Gen 0.2%
Value ($000) $219 Shares 1,148 Est. Cost $81.25 Unrealized +105.7%
BIIB Biogen IDEC Inc 0.2%
Value ($000) $219 Shares 820 Est. Cost $318.15 Unrealized -5.5%
NSC Norfolk Southern Corp 0.2%
Value ($000) $217 Shares 1,235 Est. Cost $117.33 Unrealized +28.7%
WFC Wells Fargo & Co 0.2%
Value ($000) $208 Shares 8,120 Est. Cost $38.02 Unrealized -36.9%
HD Home Depot Inc 0.2%
Value ($000) $205 Shares 818 Est. Cost $149.37 Unrealized +33.7%
UNP Union Pacific 0.2%
Value ($000) $205 Shares 1,210 Est. Cost $100.79 Unrealized +40.3%
ADP Auto Data Processing 0.2%
Value ($000) $203 Shares 1,361 Est. Cost $96.91 Unrealized +31.0%
HAS Hasbro Inc 0.2%
Value ($000) $194 Shares 2,590 Est. Cost $68.83 Unrealized -15.6%
CCI Crown Castle Int'l 0.2%
Value ($000) $188 Shares 1,126 Est. Cost $79.49 Unrealized +57.3%
ADI Analog Devices 0.2%
Value ($000) $184 Shares 1,500 Est. Cost $76.11 Unrealized +30.6%
MRK Merck & Co Inc New 0.2%
Value ($000) $183 Shares 2,371 Est. Cost $44.48 Unrealized +41.4%
ALGN Align Technology Inc 0.2%
Value ($000) $180 Shares 655 Est. Cost $230.72 Unrealized -2.4%
GS Goldman Sachs 0.2%
Value ($000) $169 Shares 857 Est. Cost $176.12 Unrealized -6.8%
MSCI MSCI Inc 0.2%
Value ($000) $167 Shares 499 Est. Cost $218.22 Unrealized +40.1%
IWF iShares Russell 1000 Growth ETF 0.1%
Value ($000) $156 Shares 811 Est. Cost $134.67 Unrealized
SDY Spdr S&P Dividend Etf 0.1%
Value ($000) $155 Shares 1,699 Est. Cost $94.44 Unrealized
GD General Dynamics Corp 0.1%
Value ($000) $147 Shares 982 Est. Cost $168.45 Unrealized -26.2%
IT Gartner Inc 0.1%
Value ($000) $143 Shares 1,181 Est. Cost $123.19 Unrealized -6.2%
WPC W P Carey Inc 0.1%
Value ($000) $142 Shares 2,100 Est. Cost $66.88 Unrealized
America Movil Sab L Adrf 0.1%
Value ($000) $138 Shares 10,850 Est. Cost $17.15 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $128 Shares 3,050 Est. Cost $39.65 Unrealized -17.0%
AMGN Amgen Inc 0.1%
Value ($000) $126 Shares 533 Est. Cost $145.22 Unrealized +32.0%
General Electric 0.1%
Value ($000) $117 Shares 17,091 Est. Cost $17.15 Unrealized
Brookfield Asset Mgmt 0.1%
Value ($000) $117 Shares 3,559 Est. Cost $39.98 Unrealized
TRV Travelers Companies Inc 0.1%
Value ($000) $114 Shares 997 Est. Cost $107.19 Unrealized -12.7%
MO Altria Group Inc 0.1%
Value ($000) $112 Shares 2,847 Est. Cost $36.11 Unrealized -30.9%
MPC Marathon Pete Corp 0.1%
Value ($000) $109 Shares 2,909 Est. Cost $46.87 Unrealized -42.0%
GUNR FlexShares Mstar Glbl Upstrm Nat Res 0.1%
Value ($000) $109 Shares 3,955 Est. Cost $33.02 Unrealized
CC Chemours Co 0.1%
Value ($000) $107 Shares 7,000 Est. Cost $12.96 Unrealized -20.9%
DNP Select Income 0.1%
Value ($000) $106 Shares 9,750 Est. Cost $10.77 Unrealized
SHW Sherwin Williams 0.1%
Value ($000) $103 Shares 179 Est. Cost $126.26 Unrealized +35.9%
PM Philip Morris Intl 0.1%
Value ($000) $103 Shares 1,471 Est. Cost $67.93 Unrealized -19.3%
DE Deere & Co 0.1%
Value ($000) $102 Shares 652 Est. Cost $123.82 Unrealized +8.4%
SRE Sempra Energy 0.1%
Value ($000) $102 Shares 872 Est. Cost $45.20 Unrealized +13.0%
VLO Valero Energy 0.1%
Value ($000) $96 Shares 1,639 Est. Cost $66.36 Unrealized -28.1%
IVW Ishares S&P 500 Growth 0.1%
Value ($000) $96 Shares 465 Est. Cost $152.24 Unrealized
VZ Verizon Comm 0.1%
Value ($000) $96 Shares 1,749 Est. Cost $34.76 Unrealized +17.2%
MCD McDonald's 0.1%
Value ($000) $93 Shares 504 Est. Cost $161.19 Unrealized -0.1%
CPT Camden Property Tr 0.1%
Value ($000) $92 Shares 1,013 Est. Cost $84.79 Unrealized -14.1%
T AT&T Corp 0.1%
Value ($000) $92 Shares 3,051 Est. Cost $15.17 Unrealized +2.1%
ORCL Oracle Corp 0.1%
Value ($000) $90 Shares 1,635 Est. Cost $43.71 Unrealized +12.1%
IWB iShares Russell 1000 0.1%
Value ($000) $90 Shares 526 Est. Cost $148.24 Unrealized
iShares Gold Trust 0.1%
Value ($000) $83 Shares 4,912 Est. Cost $16.90 Unrealized
WMB Williams Companies 0.1%
Value ($000) $83 Shares 4,362 Est. Cost $19.06 Unrealized -27.6%
XLU Sector Spdr Util Sel 0.1%
Value ($000) $80 Shares 1,420 Est. Cost $51.88 Unrealized
Tortoise Energy 0.1%
Value ($000) $78 Shares 4,856 Est. Cost $16.06 Unrealized
IWD Ishares Russell 0.1%
Value ($000) $78 Shares 689 Est. Cost $122.08 Unrealized
SCHX Schwab US LCAP ETF 0.1%
Value ($000) $74 Shares 1,000 Est. Cost $67.37 Unrealized
XLK Tech Sel Sector SPDR 0.1%
Value ($000) $73 Shares 698 Est. Cost $63.75 Unrealized
XHB SPDR S&P Homebuilders 0.1%
Value ($000) $72 Shares 1,650 Est. Cost $44.24 Unrealized
KMI Kinder Morgan Inc 0.1%
Value ($000) $71 Shares 4,665 Est. Cost $11.26 Unrealized -3.7%
LMT Lockheed Martin Corp 0.1%
Value ($000) $71 Shares 195 Est. Cost $270.82 Unrealized +19.5%
AFG American Financial Group Inc 0.1%
Value ($000) $71 Shares 1,125 Est. Cost $53.47 Unrealized -31.5%
BlackRock Credit Allocation Inc 0.1%
Value ($000) $70 Shares 5,309 Est. Cost $13.27 Unrealized
SO Southern Company 0.1%
Value ($000) $67 Shares 2,325 Est. Cost $43.37 Unrealized +3.2%
MFS Intermediate High Income Fund 0.1%
Value ($000) $67 Shares 31,142 Est. Cost $2.95 Unrealized
IJR Ishares Core S&P Etf 0.1%
Value ($000) $66 Shares 973 Est. Cost $71.59 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $62 Shares 793 Est. Cost $82.99 Unrealized
VUG Vanguard Growth 0.1%
Value ($000) $62 Shares 309 Est. Cost $140.88 Unrealized
EXC Exelon Corporation 0.1%
Value ($000) $61 Shares 1,692 Est. Cost $21.66 Unrealized +0.2%
TXN Texas Instruments 0.1%
Value ($000) $60 Shares 475 Est. Cost $88.88 Unrealized +12.0%
DEO Diageo PLC ADR 0.1%
Value ($000) $58 Shares 431 Est. Cost $165.43 Unrealized
HPQ Hewlett-Packard 0.1%
Value ($000) $55 Shares 3,162 Est. Cost $16.22 Unrealized -19.4%
FLR Fluor Corp 0.0%
Value ($000) $53 Shares 4,385 Est. Cost $45.94 Unrealized -77.2%
BP BP PLC ADR 0.0%
Value ($000) $52 Shares 2,242 Est. Cost $31.39 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $52 Shares 114 Est. Cost $33.92 Unrealized +25.5%
FE Firstentergy Corp 0.0%
Value ($000) $51 Shares 1,305 Est. Cost $36.33 Unrealized -10.3%
VTI Vanguard Total Stock Market ETF 0.0%
Value ($000) $50 Shares 319 Est. Cost $137.45 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $49 Shares 900 Est. Cost $48.14 Unrealized -6.1%
IVE Ishares S&P 500 Value 0.0%
Value ($000) $49 Shares 455 Est. Cost $114.89 Unrealized
F Ford Motor Co New 0.0%
Value ($000) $47 Shares 7,695 Est. Cost $7.85 Unrealized -46.5%
Pioneer Natural Res 0.0%
Value ($000) $47 Shares 485 Est. Cost $167.75 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $46 Shares 2,660 Est. Cost $34.09 Unrealized
CQP Cheniere Energy Partners LP 0.0%
Value ($000) $45 Shares 1,300 Est. Cost $29.23 Unrealized
MDT Medtronic Inc 0.0%
Value ($000) $43 Shares 466 Est. Cost $73.55 Unrealized +11.2%
TYL Tyler Technologies 0.0%
Value ($000) $43 Shares 125 Est. Cost $177.53 Unrealized +89.0%
BX Blackstone Group Inc 0.0%
Value ($000) $41 Shares 729 Est. Cost $43.28 Unrealized +0.5%
PHG Koninklijke Philips 0.0%
Value ($000) $40 Shares 844 Est. Cost $38.02 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $40 Shares 226 Est. Cost $87.89 Unrealized +59.3%
APD Air Pdts & Chemicals 0.0%
Value ($000) $39 Shares 160 Est. Cost $176.25 Unrealized +12.7%
CNP CenterPoint Energy 0.0%
Value ($000) $39 Shares 2,112 Est. Cost $22.36 Unrealized -33.5%
IWP Ishares Russell Mid Cap 0.0%
Value ($000) $39 Shares 248 Est. Cost $120.97 Unrealized
NVS Novartis AG 0.0%
Value ($000) $38 Shares 437 Est. Cost $90.80 Unrealized
EEM iShares MSCI Emerging Mkts 0.0%
Value ($000) $38 Shares 960 Est. Cost $47.49 Unrealized
BDX Becton Dickinson 0.0%
Value ($000) $38 Shares 160 Est. Cost $209.73 Unrealized +5.0%
Ansys Inc 0.0%
Value ($000) $36 Shares 124 Est. Cost $141.73 Unrealized
EFA iShares MSCE IAFE 0.0%
Value ($000) $36 Shares 586 Est. Cost $67.56 Unrealized
IEFA Ishares Core Msci Eafe 0.0%
Value ($000) $35 Shares 615 Est. Cost $66.07 Unrealized
SAP Sap Se ADR 0.0%
Value ($000) $35 Shares 249 Est. Cost $112.28 Unrealized
BHP BHP Billiton Ltd 0.0%
Value ($000) $35 Shares 700 Est. Cost $48.75 Unrealized
HESM Hess Midstream Partners LP 0.0%
Value ($000) $35 Shares 1,900 Est. Cost $12.60 Unrealized -16.7%
WM Waste Management 0.0%
Value ($000) $34 Shares 324 Est. Cost $104.16 Unrealized -11.5%
TSM Taiwan Semiconductr 0.0%
Value ($000) $34 Shares 594 Est. Cost $39.88 Unrealized
PSX Phillips 66 0.0%
Value ($000) $34 Shares 469 Est. Cost $64.21 Unrealized -12.4%
PNC PNC Financial Services 0.0%
Value ($000) $33 Shares 312 Est. Cost $94.91 Unrealized -9.4%
STZ Constellation Brand 0.0%
Value ($000) $32 Shares 184 Est. Cost $155.71 Unrealized -2.4%
UNH United Healthcare 0.0%
Value ($000) $32 Shares 107 Est. Cost $215.47 Unrealized +21.2%
GILD Gilead Sciences 0.0%
Value ($000) $31 Shares 403 Est. Cost $51.27 Unrealized +19.9%
MRSH Marsh & McLennan 0.0%
Value ($000) $31 Shares 288 Est. Cost $86.29 Unrealized +7.8%
ALC Alcon Inc 0.0%
Value ($000) $30 Shares 516 Est. Cost $57.00 Unrealized -2.1%
COST Costco Wholesale 0.0%
Value ($000) $30 Shares 100 Est. Cost $159.81 Unrealized +74.7%
SYK Stryker Corp 0.0%
Value ($000) $30 Shares 168 Est. Cost $139.59 Unrealized +24.4%
CHKP Check Point Software 0.0%
Value ($000) $29 Shares 268 Est. Cost $108.68 Unrealized -2.5%
CAT Caterpillar Co 0.0%
Value ($000) $29 Shares 232 Est. Cost $116.31 Unrealized -8.7%
MCHP Microchip Technology 0.0%
Value ($000) $28 Shares 267 Est. Cost $31.14 Unrealized +29.6%
CB The Chubb Corporation 0.0%
Value ($000) $28 Shares 219 Est. Cost $121.51 Unrealized -12.6%
VK Muni Tst 0.0%
Value ($000) $28 Shares 2,379 Est. Cost $11.77 Unrealized
IWR IShares Russell Midcap Index Fund 0.0%
Value ($000) $27 Shares 504 Est. Cost $85.81 Unrealized
HON Honeywell International 0.0%
Value ($000) $27 Shares 189 Est. Cost $121.60 Unrealized -3.1%
IJK iShares S&P Mid Cap 0.0%
Value ($000) $26 Shares 116 Est. Cost $217.14 Unrealized
TGT Target Corp 0.0%
Value ($000) $26 Shares 213 Est. Cost $63.29 Unrealized +55.1%
SONY Sony Corp 0.0%
Value ($000) $26 Shares 372 Est. Cost $48.39 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $25 Shares 710 Est. Cost $27.58 Unrealized +30.6%
MMM 3M Company 0.0%
Value ($000) $25 Shares 161 Est. Cost $142.63 Unrealized -28.2%
DVY iShares Trust DJ Sel 0.0%
Value ($000) $25 Shares 311 Est. Cost $99.68 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $24 Shares 258 Est. Cost $70.10 Unrealized +1.2%
COR Amerisourcebergen Co 0.0%
Value ($000) $24 Shares 240 Est. Cost $67.21 Unrealized +18.4%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $23 Shares 130 Est. Cost $128.84 Unrealized +10.9%
CTVA Corteva Inc com 0.0%
Value ($000) $23 Shares 847 Est. Cost $24.62 Unrealized -1.1%
MYGN Myriad Genetics Inc 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $33.74 Unrealized -57.9%
AMP Ameriprise Finl Inc 0.0%
Value ($000) $22 Shares 148 Est. Cost $110.40 Unrealized +5.8%
ALLE Allegion PLC 0.0%
Value ($000) $22 Shares 212 Est. Cost $79.73 Unrealized +14.9%
OKE Oneok Inc 0.0%
Value ($000) $22 Shares 661 Est. Cost $32.07 Unrealized -29.2%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $21 Shares 400 Est. Cost $21.62 Unrealized +145.2%
ROK Rockwell Automation 0.0%
Value ($000) $21 Shares 100 Est. Cost $149.90 Unrealized +17.1%
CME Cme Group Inc Cl A 0.0%
Value ($000) $21 Shares 132 Est. Cost $129.41 Unrealized +11.5%
RPM RPM Intl Inc 0.0%
Value ($000) $20 Shares 272 Est. Cost $68.88 Unrealized +0.9%
OSK Oshkosh Corp 0.0%
Value ($000) $20 Shares 276 Est. Cost $57.01 Unrealized +8.9%
PH Parker-Hannifin Corp 0.0%
Value ($000) $20 Shares 108 Est. Cost $145.46 Unrealized +2.7%
EQNR Equinor A S A 0.0%
Value ($000) $20 Shares 1,377 Est. Cost $26.14 Unrealized
IWV Ishares Russell 0.0%
Value ($000) $20 Shares 111 Est. Cost $158.23 Unrealized
VYM Vanguard High Dividend Yield 0.0%
Value ($000) $20 Shares 249 Est. Cost $85.47 Unrealized
American National Insurance Company 0.0%
Value ($000) $20 Shares 275 Est. Cost $127.27 Unrealized
OEF iShares S&P 100 0.0%
Value ($000) $19 Shares 135 Est. Cost $118.37 Unrealized
VHT Vanguard Health Care 0.0%
Value ($000) $19 Shares 100 Est. Cost $180.00 Unrealized
Western Asset Premier Bond 0.0%
Value ($000) $19 Shares 1,475 Est. Cost $14.24 Unrealized
CTRA Cabot Oil & Gas Corp 0.0%
Value ($000) $19 Shares 1,080 Est. Cost $13.08 Unrealized +12.9%
IEMG iShares Core MSCI 0.0%
Value ($000) $19 Shares 392 Est. Cost $52.06 Unrealized
Oasis Petroleum, Inc. 0.0%
Value ($000) $19 Shares 25,275 Est. Cost $8.00 Unrealized
TRGP Targa Resources Corp 0.0%
Value ($000) $18 Shares 920 Est. Cost $32.63 Unrealized -58.8%
Total Fina ADR 0.0%
Value ($000) $18 Shares 478 Est. Cost $51.95 Unrealized
MLM Martin Marietta Matr 0.0%
Value ($000) $18 Shares 86 Est. Cost $168.62 Unrealized +9.8%
SCHA Schw US Scap Etf 0.0%
Value ($000) $18 Shares 275 Est. Cost $72.58 Unrealized
TILT Flexshares Morningstar 0.0%
Value ($000) $17 Shares 150 Est. Cost $120.00 Unrealized
PJP PowerShares Dynamic Pharmaceuticals ETF 0.0%
Value ($000) $17 Shares 266 Est. Cost $71.43 Unrealized
TSN Tyson Foods 0.0%
Value ($000) $17 Shares 290 Est. Cost $50.94 Unrealized +0.5%
DVN Devon Energy 0.0%
Value ($000) $17 Shares 1,542 Est. Cost $26.85 Unrealized -68.7%
XYL Xylem Inc 0.0%
Value ($000) $17 Shares 259 Est. Cost $73.46 Unrealized -15.9%
VONV Vanguard Russell 1000 Value ETF 0.0%
Value ($000) $17 Shares 171 Est. Cost $116.96 Unrealized
GRMN Garmin Ltd 0.0%
Value ($000) $17 Shares 175 Est. Cost $72.47 Unrealized +4.2%
JCI Johnson Controls Inc 0.0%
Value ($000) $16 Shares 479 Est. Cost $28.27 Unrealized -2.9%
DD Dupont De Nemours Inc 0.0%
Value ($000) $16 Shares 298 Est. Cost $27.24 Unrealized -36.0%
RIO Rio Tinto PLC 0.0%
Value ($000) $16 Shares 282 Est. Cost $55.00 Unrealized
PANW Palo Alto Networks 0.0%
Value ($000) $16 Shares 70 Est. Cost $36.40 Unrealized -3.2%
NRG NRG Energy 0.0%
Value ($000) $16 Shares 500 Est. Cost $25.14 Unrealized +10.8%
Bed Bath & Beyond 0.0%
Value ($000) $16 Shares 1,540 Est. Cost $22.07 Unrealized
AEP Amer Electric Pwr Co 0.0%
Value ($000) $16 Shares 206 Est. Cost $56.07 Unrealized +18.8%
CHD Church & Dwight 0.0%
Value ($000) $15 Shares 200 Est. Cost $66.24 Unrealized +2.8%
RTX Raytheon Technologies Ord 0.0%
Value ($000) $15 Shares 240 Est. Cost $54.61 Unrealized 0.0%
ELAN Elanco Animal Health Inc 0.0%
Value ($000) $15 Shares 686 Est. Cost $27.39 Unrealized -19.4%
RSPT Invesco S&P 500 Equal 0.0%
Value ($000) $15 Shares 75 Est. Cost $173.33 Unrealized
PBA Pembina Pipeline Corp 0.0%
Value ($000) $15 Shares 613 Est. Cost $22.28 Unrealized -24.0%
KMB Kimberly Clark 0.0%
Value ($000) $14 Shares 100 Est. Cost $87.36 Unrealized +29.0%
JEF Jefferies Group Inc 0.0%
Value ($000) $14 Shares 900 Est. Cost $15.84 Unrealized -29.1%
Unilever ADR 0.0%
Value ($000) $14 Shares 253 Est. Cost $53.74 Unrealized
NGG National Grid ADR 0.0%
Value ($000) $14 Shares 228 Est. Cost $58.43 Unrealized
Natl Oilwell Varco 0.0%
Value ($000) $14 Shares 1,130 Est. Cost $36.13 Unrealized
CUZ Cousins Properties Com 0.0%
Value ($000) $14 Shares 479 Est. Cost $35.49 Unrealized
TEVA Teva Pharmaceutical Industries Ltd 0.0%
Value ($000) $13 Shares 1,054 Est. Cost $19.74 Unrealized
Twitter Inc 0.0%
Value ($000) $13 Shares 449 Est. Cost $30.40 Unrealized
TJX TJX Companies Inc 0.0%
Value ($000) $13 Shares 248 Est. Cost $42.48 Unrealized +9.8%
SCHB Schwab US Broad Market 0.0%
Value ($000) $13 Shares 173 Est. Cost $65.64 Unrealized
DMLP Dorchester Minerals LP 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $18.00 Unrealized
IP International Paper 0.0%
Value ($000) $13 Shares 365 Est. Cost $33.14 Unrealized -25.2%
Phillips 66 Partners LP 0.0%
Value ($000) $13 Shares 368 Est. Cost $51.63 Unrealized
FMX Fomento Economico Mexicano SAB de CV 0.0%
Value ($000) $12 Shares 192 Est. Cost $81.12 Unrealized
Unilever 0.0%
Value ($000) $12 Shares 232 Est. Cost $55.23 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $12 Shares 459 Est. Cost $24.01 Unrealized
EHC Encompass Health Corp 0.0%
Value ($000) $12 Shares 200 Est. Cost $51.86 Unrealized -2.6%
CBSH Commerce Bancshares Inc 0.0%
Value ($000) $12 Shares 209 Est. Cost $41.61 Unrealized +0.7%
ITUB Itau Unibanco Holdin 0.0%
Value ($000) $12 Shares 2,630 Est. Cost $7.35 Unrealized
TMUS T-Mobile US Inc 0.0%
Value ($000) $12 Shares 118 Est. Cost $81.74 Unrealized +13.3%
COF Capital One Fin 0.0%
Value ($000) $12 Shares 196 Est. Cost $76.57 Unrealized -26.0%
ORLY O Reilly Automotive 0.0%
Value ($000) $12 Shares 29 Est. Cost $15.09 Unrealized +73.2%
Linde PLC 0.0%
Value ($000) $12 Shares 57 Est. Cost $160.49 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $12 Shares 159 Est. Cost $69.57 Unrealized -15.3%
CMCSA Comcast Corp 0.0%
Value ($000) $12 Shares 307 Est. Cost $33.60 Unrealized -2.5%
CMG Chipotle Mexican Grill 0.0%
Value ($000) $11 Shares 10 Est. Cost $6.08 Unrealized +204.6%
Activision Inc 0.0%
Value ($000) $11 Shares 151 Est. Cost $47.35 Unrealized
VFH Vanguard Financials 0.0%
Value ($000) $11 Shares 200 Est. Cost $70.00 Unrealized
NBIS Yandex N V 0.0%
Value ($000) $11 Shares 223 Est. Cost $26.91 Unrealized
AIVL WisdomTree Dividend ex-Financials ETF 0.0%
Value ($000) $11 Shares 148 Est. Cost $74.32 Unrealized
BBVA Banco Bilbao 0.0%
Value ($000) $11 Shares 3,187 Est. Cost $6.69 Unrealized
BABA Alibaba Group Holding Ltd 0.0%
Value ($000) $11 Shares 50 Est. Cost $220.00 Unrealized
ABEV Ambev SA 0.0%
Value ($000) $11 Shares 4,041 Est. Cost $3.80 Unrealized
ELS Equity Lifestyle Ppt 0.0%
Value ($000) $11 Shares 169 Est. Cost $81.58 Unrealized
SUI Sun Communities 0.0%
Value ($000) $10 Shares 75 Est. Cost $100.00 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $10 Shares 563 Est. Cost $48.93 Unrealized -68.4%
EWBC East West Bancorp 0.0%
Value ($000) $10 Shares 277 Est. Cost $43.16 Unrealized -33.3%
BUD Anheuser Busch 0.0%
Value ($000) $10 Shares 200 Est. Cost $110.00 Unrealized
WES Western Midstream Partners LP 0.0%
Value ($000) $10 Shares 964 Est. Cost $31.32 Unrealized
OMC Omnicom Group 0.0%
Value ($000) $10 Shares 178 Est. Cost $61.97 Unrealized -28.6%
IWS Ishares Russell Value 0.0%
Value ($000) $10 Shares 128 Est. Cost $87.79 Unrealized
AMLP Alerian MLP ETF 0.0%
Value ($000) $10 Shares 414 Est. Cost $24.15 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $10 Shares 306 Est. Cost $32.91 Unrealized -5.3%
C Citigroup 0.0%
Value ($000) $9 Shares 177 Est. Cost $52.37 Unrealized -26.1%
DCP Midstream Partners 0.0%
Value ($000) $9 Shares 778 Est. Cost $3.86 Unrealized
RCL Royal Caribbean Crui 0.0%
Value ($000) $9 Shares 176 Est. Cost $113.58 Unrealized -60.8%
AIG American Intl Group 0.0%
Value ($000) $9 Shares 289 Est. Cost $36.75 Unrealized -33.7%
China Mobile Ltd 0.0%
Value ($000) $9 Shares 268 Est. Cost $52.24 Unrealized
CFR Cullen Frost Bankers 0.0%
Value ($000) $8 Shares 110 Est. Cost $78.37 Unrealized -25.0%
NGL NGL Energy Partners LP 0.0%
Value ($000) $8 Shares 2,091 Est. Cost $13.82 Unrealized
National Western Life Group Inc 0.0%
Value ($000) $8 Shares 37 Est. Cost $162.16 Unrealized
Core Laboratories NV 0.0%
Value ($000) $8 Shares 372 Est. Cost $110.22 Unrealized
WY Weyerhauser 0.0%
Value ($000) $8 Shares 340 Est. Cost $25.74 Unrealized -36.1%
VOD Vodafone Grp PLC ADR 0.0%
Value ($000) $8 Shares 494 Est. Cost $23.83 Unrealized
CNI Canadian Natl Railwy 0.0%
Value ($000) $8 Shares 89 Est. Cost $69.22 Unrealized +8.0%
AXP American Express 0.0%
Value ($000) $8 Shares 84 Est. Cost $85.24 Unrealized +0.4%
IBN Icici Bank Ltd 0.0%
Value ($000) $8 Shares 869 Est. Cost $12.66 Unrealized
Walgreens Boots Alli 0.0%
Value ($000) $8 Shares 192 Est. Cost $67.71 Unrealized
NXPI NXP Semiconductors 0.0%
Value ($000) $7 Shares 63 Est. Cost $85.78 Unrealized +5.9%
MU Micron Technology Inc 0.0%
Value ($000) $7 Shares 142 Est. Cost $40.59 Unrealized +13.3%
HDB HDFC Bank Limited 0.0%
Value ($000) $7 Shares 162 Est. Cost $77.16 Unrealized
Intercept Pharma Inc 0.0%
Value ($000) $7 Shares 154 Est. Cost $123.38 Unrealized
HDV Ishares Core High 0.0%
Value ($000) $7 Shares 92 Est. Cost $90.24 Unrealized
FOXA Twenty-First Century Fox Inc 0.0%
Value ($000) $7 Shares 246 Est. Cost $35.41 Unrealized -29.1%
OTIS OTIS Worldwide Corp 0.0%
Value ($000) $7 Shares 120 Est. Cost $47.48 Unrealized 0.0%
Nustar Energy LP 0.0%
Value ($000) $7 Shares 500 Est. Cost $21.00 Unrealized
MUFG Mitsubishi U F J Finan 0.0%
Value ($000) $7 Shares 1,821 Est. Cost $5.03 Unrealized
OHI Omega Hlthcare Invts 0.0%
Value ($000) $6 Shares 200 Est. Cost $35.00 Unrealized
IEF iShares 7-10 Year T Bond 0.0%
Value ($000) $6 Shares 49 Est. Cost $122.45 Unrealized
USMV iShares Edge MSCI Min Vol USA 0.0%
Value ($000) $6 Shares 101 Est. Cost $53.76 Unrealized
GIS General Mills 0.0%
Value ($000) $6 Shares 100 Est. Cost $39.57 Unrealized +26.1%
Crestwood Equity Partners LP 0.0%
Value ($000) $6 Shares 481 Est. Cost $31.19 Unrealized
BKNG Booking Hldgs Inc 0.0%
Value ($000) $6 Shares 4 Est. Cost $2033.83 Unrealized -26.4%
LUV Southwest Airlines 0.0%
Value ($000) $6 Shares 162 Est. Cost $45.99 Unrealized -35.7%
DAL Delta Airlines New 0.0%
Value ($000) $6 Shares 200 Est. Cost $54.09 Unrealized -54.2%
BOKF BOK Financial 0.0%
Value ($000) $6 Shares 100 Est. Cost $70.23 Unrealized -37.1%
Apache Corp 0.0%
Value ($000) $6 Shares 425 Est. Cost $42.21 Unrealized
NPO Enpro Industries Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $84.73 Unrealized -47.8%
MUR Murphy Oil Corp Hldg 0.0%
Value ($000) $5 Shares 360 Est. Cost $21.71 Unrealized -56.5%
SHY iShares 1-3 Year Treasury Bond ETF 0.0%
Value ($000) $5 Shares 61 Est. Cost $82.96 Unrealized
ICLN iShares Global Clean 0.0%
Value ($000) $5 Shares 425 Est. Cost $9.41 Unrealized
CARR Carrier Global Corp-Wi 0.0%
Value ($000) $5 Shares 240 Est. Cost $17.13 Unrealized 0.0%
PHO Invesco Water Resources 0.0%
Value ($000) $5 Shares 125 Est. Cost $32.00 Unrealized
XLE Sector Spdr Energy Sel 0.0%
Value ($000) $5 Shares 125 Est. Cost $72.37 Unrealized
BALL Ball Corporation 0.0%
Value ($000) $5 Shares 70 Est. Cost $63.09 Unrealized +0.2%
AMZA Infracap MLP 0.0%
Value ($000) $5 Shares 285 Est. Cost $10.77 Unrealized
Qurate Retail Inc 0.0%
Value ($000) $4 Shares 447 Est. Cost $15.57 Unrealized
ARES Ares Management Corp 0.0%
Value ($000) $4 Shares 100 Est. Cost $28.96 Unrealized +2.3%
Enable Midstream Prt LP 0.0%
Value ($000) $4 Shares 863 Est. Cost $13.90 Unrealized
GLP Global Partners LP 0.0%
Value ($000) $4 Shares 420 Est. Cost $16.67 Unrealized
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $4 Shares 55 Est. Cost $72.73 Unrealized
MOS Mosaic Co 0.0%
Value ($000) $4 Shares 304 Est. Cost $20.19 Unrealized -47.0%
HUN Huntsman Corporation 0.0%
Value ($000) $4 Shares 204 Est. Cost $30.63 Unrealized -45.2%
American Capital BF 0.0%
Value ($000) $4 Shares 293 Est. Cost $13.65 Unrealized
Vereit Inc 0.0%
Value ($000) $3 Shares 498 Est. Cost $4.02 Unrealized
Marathon Oil 0.0%
Value ($000) $3 Shares 500 Est. Cost $16.92 Unrealized
HP Helmerich & Payne Inc 0.0%
Value ($000) $3 Shares 150 Est. Cost $56.06 Unrealized -65.2%
EnLink Midstream LLC 0.0%
Value ($000) $3 Shares 1,171 Est. Cost $17.55 Unrealized
GSG iShares S&P GSCI Commodity-Indexed Trust 0.0%
Value ($000) $3 Shares 260 Est. Cost $11.54 Unrealized
Whiting Petroleum Corp 0.0%
Value ($000) $3 Shares 2,360 Est. Cost $25.00 Unrealized
BlackRock Capital Investment Corp 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $5.00 Unrealized
DOW Dow Chemical Corp 0.0%
Value ($000) $3 Shares 64 Est. Cost $36.37 Unrealized -26.2%
APLE Apple Hospitality Reit Inc Com New 0.0%
Value ($000) $3 Shares 344 Est. Cost $20.35 Unrealized
Annaly Capital Mgmt 0.0%
Value ($000) $3 Shares 496 Est. Cost $8.06 Unrealized
EL Estee Lauderco Inc 0.0%
Value ($000) $2 Shares 11 Est. Cost $108.54 Unrealized +52.6%
TEX Terex Corp 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.64 Unrealized -29.7%
UAL United Continental Holdings Inc 0.0%
Value ($000) $2 Shares 55 Est. Cost $66.12 Unrealized -54.7%
MAG Silver Corp 0.0%
Value ($000) $1 Shares 75 Est. Cost $13.33 Unrealized
Wpx Energy Inc 0.0%
Value ($000) $1 Shares 85 Est. Cost $11.76 Unrealized
Fireeye Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $1 Shares 35 Est. Cost $47.64 Unrealized -23.6%
PGX Invesco Preferred ETF 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
MAR Marriott International Inc 0.0%
Value ($000) $1 Shares 16 Est. Cost $83.76 Unrealized 0.0%
Nordstrom Inc 0.0%
Value ($000) $1 Shares 40 Est. Cost $50.00 Unrealized
KSS Kohls Corp 0.0%
Value ($000) $1 Shares 37 Est. Cost $60.32 Unrealized -68.0%
STLD Steel Dynamics Inc 0.0%
Value ($000) $1 Shares 30 Est. Cost $28.20 Unrealized -20.1%
H&E Equipment Services Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $40.00 Unrealized
BTU Peabody Energy Corp 0.0%
Value ($000) $1 Shares 182 Est. Cost $28.21 Unrealized -88.7%