Liberty Capital Management, Inc. Diversified Active

CIK: 0001366838 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 4, 2017

Total Value ($000): $166,252 (100.0% shares, 0.0% debt)

Holdings (251)

V VISA INC COM CL A 2.8%
Value ($000) $4,731 Shares 53,234 Est. Cost $74.99 Unrealized +7.9%
AAPL APPLE INC COM 2.8%
Value ($000) $4,709 Shares 32,779 Est. Cost $24.23 Unrealized +25.6%
STZ CONSTELLATION BRANDS INC CL A 2.6%
Value ($000) $4,312 Shares 26,606 Est. Cost $143.07 Unrealized -5.0%
FISV FISERV INC COM 2.5%
Value ($000) $4,075 Shares 35,338 Est. Cost $25.61 Unrealized +119.2%
ITW ILLINOIS TOOL WKS INC COM 2.4%
Value ($000) $4,072 Shares 30,737 Est. Cost $53.53 Unrealized +95.4%
INTU INTUIT COM 2.4%
Value ($000) $3,969 Shares 34,217 Est. Cost $55.17 Unrealized +103.8%
HD HOME DEPOT INC COM 2.3%
Value ($000) $3,893 Shares 26,511 Est. Cost $68.20 Unrealized +67.7%
DHR DANAHER CORP DEL COM 2.3%
Value ($000) $3,852 Shares 45,042 Est. Cost $30.27 Unrealized +135.4%
HCSG HEALTHCARE SVCS GRP INC COM 2.1%
Value ($000) $3,514 Shares 81,556 Est. Cost $26.43 Unrealized +55.6%
CHD CHURCH & DWIGHT INC COM 2.1%
Value ($000) $3,480 Shares 69,780 Est. Cost $35.09 Unrealized +21.5%
COST COSTCO WHSL CORP NEW COM 2.1%
Value ($000) $3,454 Shares 20,596 Est. Cost $136.95 Unrealized +4.3%
CELGENE CORP COM 1.9%
Value ($000) $3,165 Shares 25,437 Est. Cost $104.66 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.9%
Value ($000) $3,146 Shares 3,711 Est. Cost $38.82 Unrealized +7.5%
DIS DISNEY WALT CO COM DISNEY 1.9%
Value ($000) $3,132 Shares 27,621 Est. Cost $92.77 Unrealized +11.0%
ECL ECOLAB INC COM 1.8%
Value ($000) $2,978 Shares 23,756 Est. Cost $75.60 Unrealized +46.9%
USB US BANCORP DEL COM NEW 1.8%
Value ($000) $2,974 Shares 57,744 Est. Cost $23.64 Unrealized +61.0%
TMO THERMO FISHER SCIENTIFIC INC COM 1.8%
Value ($000) $2,913 Shares 18,966 Est. Cost $122.71 Unrealized +21.6%
AFL AFLAC INC COM 1.7%
Value ($000) $2,830 Shares 39,075 Est. Cost $21.92 Unrealized +31.5%
CVS CVS HEALTH CORP COM 1.6%
Value ($000) $2,738 Shares 34,885 Est. Cost $41.44 Unrealized +46.2%
CBRL CRACKER BARREL OLD CTRY STORE COM 1.6%
Value ($000) $2,688 Shares 16,880 Est. Cost $103.13 Unrealized +6.2%
IT GARTNER INC COM 1.6%
Value ($000) $2,611 Shares 24,181 Est. Cost $84.51 Unrealized +22.0%
AMZN AMAZON COM INC COM 1.6%
Value ($000) $2,598 Shares 2,931 Est. Cost $14.16 Unrealized +194.2%
CB CHUBB LIMITED COM 1.6%
Value ($000) $2,590 Shares 19,009 Est. Cost $107.56 Unrealized +6.8%
VZ VERIZON COMMUNICATIONS INC COM 1.5%
Value ($000) $2,459 Shares 50,434 Est. Cost $32.42 Unrealized -3.0%
TSCO TRACTOR SUPPLY CO COM 1.5%
Value ($000) $2,425 Shares 35,160 Est. Cost $10.43 Unrealized +21.5%
NEOG NEOGEN CORP COM 1.4%
Value ($000) $2,328 Shares 35,511 Est. Cost $17.91 Unrealized +36.7%
ULTA ULTA BEAUTY INC COM 1.4%
Value ($000) $2,315 Shares 8,117 Est. Cost $254.58 Unrealized +7.5%
UNITED TECHNOLOGIES CORP COM 1.4%
Value ($000) $2,247 Shares 20,024 Est. Cost $93.52 Unrealized
UNH UNITEDHEALTH GROUP INC COM 1.3%
Value ($000) $2,236 Shares 13,633 Est. Cost $123.49 Unrealized +15.1%
NKE NIKE INC CL B 1.3%
Value ($000) $2,196 Shares 39,409 Est. Cost $54.79 Unrealized -10.1%
AMT AMERICAN TOWER CORP NEW COM 1.3%
Value ($000) $2,136 Shares 17,574 Est. Cost $90.15 Unrealized -2.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 1.2%
Value ($000) $2,068 Shares 34,750 Est. Cost $38.21 Unrealized +33.4%
PKG PACKAGING CORP AMER COM 1.2%
Value ($000) $1,999 Shares 21,820 Est. Cost $52.23 Unrealized +35.2%
FAST FASTENAL CO COM 1.2%
Value ($000) $1,987 Shares 38,575 Est. Cost $8.81 Unrealized +12.9%
ABBV ABBVIE INC COM 1.2%
Value ($000) $1,947 Shares 29,886 Est. Cost $43.89 Unrealized -0.9%
PEP PEPSICO INC COM 1.2%
Value ($000) $1,920 Shares 17,168 Est. Cost $59.06 Unrealized +38.7%
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $1,860 Shares 2,242 Est. Cost $37.69 Unrealized +8.0%
TROW PRICE T ROWE GROUP INC COM 1.1%
Value ($000) $1,750 Shares 25,685 Est. Cost $49.51 Unrealized +3.1%
MSFT MICROSOFT CORP COM 1.0%
Value ($000) $1,663 Shares 25,245 Est. Cost $30.83 Unrealized +87.6%
MCD MCDONALDS CORP COM 0.9%
Value ($000) $1,534 Shares 11,832 Est. Cost $71.70 Unrealized +41.9%
CVX CHEVRON CORP NEW COM 0.9%
Value ($000) $1,503 Shares 13,996 Est. Cost $71.32 Unrealized +7.6%
BAX BAXTER INTL INC COM 0.9%
Value ($000) $1,483 Shares 28,600 Est. Cost $32.66 Unrealized +29.8%
MCK MCKESSON CORP COM 0.9%
Value ($000) $1,440 Shares 9,710 Est. Cost $171.66 Unrealized -20.5%
SLB SCHLUMBERGER LTD COM 0.9%
Value ($000) $1,430 Shares 18,316 Est. Cost $53.45 Unrealized +18.5%
SWKS SKYWORKS SOLUTIONS INC COM 0.8%
Value ($000) $1,363 Shares 13,915 Est. Cost $63.42 Unrealized +19.0%
F FORD MTR CO DEL COM PAR $0.01 0.8%
Value ($000) $1,318 Shares 113,193 Est. Cost $7.75 Unrealized +0.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.8%
Value ($000) $1,279 Shares 7,347 Est. Cost $117.12 Unrealized -2.3%
CTAS CINTAS CORP COM 0.8%
Value ($000) $1,260 Shares 9,958 Est. Cost $25.68 Unrealized +5.5%
TEX TEREX CORP NEW COM 0.8%
Value ($000) $1,258 Shares 40,051 Est. Cost $30.88 Unrealized +1.7%
FTV FORTIVE CORP COM 0.8%
Value ($000) $1,255 Shares 20,842 Est. Cost $30.96 Unrealized +11.7%
GENERAL ELECTRIC CO COM 0.7%
Value ($000) $1,176 Shares 39,453 Est. Cost $26.95 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $1,143 Shares 4,816 Est. Cost $233.56 Unrealized
WELL WELLTOWER INC COM 0.7%
Value ($000) $1,141 Shares 16,110 Est. Cost $53.33 Unrealized -8.4%
DAL DELTA AIR LINES INC DEL COM NEW 0.7%
Value ($000) $1,093 Shares 23,792 Est. Cost $41.06 Unrealized +7.0%
ABT ABBOTT LABS COM 0.6%
Value ($000) $1,042 Shares 23,454 Est. Cost $29.03 Unrealized +27.2%
INTC INTEL CORP COM 0.6%
Value ($000) $978 Shares 27,108 Est. Cost $21.48 Unrealized +38.2%
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $936 Shares 10,414 Est. Cost $57.09 Unrealized +22.7%
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $905 Shares 10,298 Est. Cost $55.79 Unrealized +24.9%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $900 Shares 7,226 Est. Cost $64.44 Unrealized +44.9%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.5%
Value ($000) $829 Shares 18,605 Est. Cost $42.95 Unrealized
EXPRESS SCRIPTS HLDG CO COM 0.5%
Value ($000) $828 Shares 12,565 Est. Cost $69.91 Unrealized
WFC WELLS FARGO & CO NEW COM 0.5%
Value ($000) $811 Shares 14,570 Est. Cost $31.58 Unrealized +40.5%
SIRIUS XM HLDGS INC COM 0.5%
Value ($000) $773 Shares 150,000 Est. Cost $5.07 Unrealized
LOW LOWES COS INC COM 0.5%
Value ($000) $757 Shares 9,203 Est. Cost $32.43 Unrealized +100.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value ($000) $731 Shares 7,143 Est. Cost $58.46 Unrealized +44.4%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.4%
Value ($000) $697 Shares 11,644 Est. Cost $50.36 Unrealized +3.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $673 Shares 5,915 Est. Cost $80.09 Unrealized
CMA COMERICA INC COM 0.4%
Value ($000) $623 Shares 9,084 Est. Cost $25.63 Unrealized +88.2%
XRAY DENTSPLY SIRONA INC COM 0.4%
Value ($000) $620 Shares 9,925 Est. Cost $61.44 Unrealized -2.0%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $612 Shares 5,440 Est. Cost $90.84 Unrealized +14.8%
EMR EMERSON ELEC CO COM 0.4%
Value ($000) $601 Shares 10,036 Est. Cost $41.79 Unrealized +14.7%
WALGREENS BOOTS ALLIANCE INC COM 0.3%
Value ($000) $577 Shares 6,950 Est. Cost $80.25 Unrealized
SYK STRYKER CORP COM 0.3%
Value ($000) $560 Shares 4,250 Est. Cost $56.92 Unrealized +101.2%
MMS MAXIMUS INC COM 0.3%
Value ($000) $546 Shares 8,774 Est. Cost $54.97 Unrealized +6.9%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $502 Shares 14,852 Est. Cost $23.31 Unrealized +6.1%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.3%
Value ($000) $497 Shares 4,792 Est. Cost $96.48 Unrealized
MMM 3M CO COM 0.3%
Value ($000) $491 Shares 2,565 Est. Cost $109.19 Unrealized +4.1%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $486 Shares 6,811 Est. Cost $34.76 Unrealized +10.9%
SYY SYSCO CORP COM 0.3%
Value ($000) $484 Shares 9,330 Est. Cost $35.38 Unrealized +18.9%
NTRS NORTHERN TR CORP COM 0.3%
Value ($000) $472 Shares 5,452 Est. Cost $54.26 Unrealized +24.9%
MRK MERCK & CO INC COM 0.3%
Value ($000) $452 Shares 7,110 Est. Cost $43.94 Unrealized +4.8%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.3%
Value ($000) $447 Shares 7,388 Est. Cost $57.60 Unrealized
CERNER CORP COM 0.3%
Value ($000) $445 Shares 7,554 Est. Cost $70.49 Unrealized
ILCB ISHARES MORNINGSTAR LARGE-CAP ETF 0.3%
Value ($000) $435 Shares 3,065 Est. Cost $122.77 Unrealized
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.3%
Value ($000) $425 Shares 2,550 Est. Cost $149.27 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.3%
Value ($000) $416 Shares 6,611 Est. Cost $60.96 Unrealized
PRICELINE GRP INC COM NEW 0.2%
Value ($000) $415 Shares 233 Est. Cost $981.13 Unrealized
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $413 Shares 1,751 Est. Cost $223.90 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $398 Shares 11,629 Est. Cost $17.67 Unrealized +21.2%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $390 Shares 6,797 Est. Cost $46.51 Unrealized -2.2%
CIMAREX ENERGY CO COM 0.2%
Value ($000) $388 Shares 3,250 Est. Cost $77.96 Unrealized
T AT&T INC COM 0.2%
Value ($000) $384 Shares 9,249 Est. Cost $16.29 Unrealized +2.7%
PPG PPG INDS INC COM 0.2%
Value ($000) $365 Shares 3,471 Est. Cost $88.53 Unrealized -3.0%
AEP AMERICAN ELEC PWR INC COM 0.2%
Value ($000) $356 Shares 5,300 Est. Cost $45.40 Unrealized +4.4%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $330 Shares 3,080 Est. Cost $55.43 Unrealized +41.4%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $324 Shares 3,825 Est. Cost $60.21 Unrealized +22.7%
GUGGENHEIM S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.2%
Value ($000) $307 Shares 2,545 Est. Cost $104.91 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.2%
Value ($000) $306 Shares 1,999 Est. Cost $98.90 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $284 Shares 1,060 Est. Cost $165.21 Unrealized +25.2%
MFC MANULIFE FINL CORP COM 0.2%
Value ($000) $284 Shares 16,028 Est. Cost $18.42 Unrealized 0.0%
BLACKROCK UTIL & INFRASTRCTURE COM 0.2%
Value ($000) $282 Shares 14,230 Est. Cost $19.37 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $280 Shares 3,409 Est. Cost $58.54 Unrealized -4.1%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $276 Shares 4,730 Est. Cost $46.45 Unrealized +0.7%
GUGGENHEIM S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.1%
Value ($000) $248 Shares 1,553 Est. Cost $128.78 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $224 Shares 3,305 Est. Cost $68.40 Unrealized -25.9%
WMT WAL-MART STORES INC COM 0.1%
Value ($000) $216 Shares 3,000 Est. Cost $19.94 Unrealized -0.8%
GUGGENHEIM S&P 500 EQUAL WEIGHT FINANCIALS ETF 0.1%
Value ($000) $213 Shares 5,640 Est. Cost $31.21 Unrealized
GUGGENHEIM S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $205 Shares 2,205 Est. Cost $86.82 Unrealized
NUVEEN HGH INC DEC18 TRGT TR COM 0.1%
Value ($000) $204 Shares 20,000 Est. Cost $10.30 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.1%
Value ($000) $197 Shares 1,812 Est. Cost $110.68 Unrealized
GM GENERAL MTRS CO COM 0.1%
Value ($000) $196 Shares 5,552 Est. Cost $30.74 Unrealized +0.7%
CNI CANADIAN NATL RY CO COM 0.1%
Value ($000) $177 Shares 2,400 Est. Cost $53.16 Unrealized +13.3%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $170 Shares 2,111 Est. Cost $65.41 Unrealized -4.6%
BEN FRANKLIN RES INC COM 0.1%
Value ($000) $169 Shares 4,013 Est. Cost $29.75 Unrealized -12.1%
POWERSHARES QQQ TRUST, SERIES 1 0.1%
Value ($000) $165 Shares 1,250 Est. Cost $118.40 Unrealized
MCHP MICROCHIP TECHNOLOGY INC COM 0.1%
Value ($000) $164 Shares 2,220 Est. Cost $24.41 Unrealized +22.6%
GUGGENHEIM S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.1%
Value ($000) $161 Shares 1,290 Est. Cost $120.79 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $160 Shares 1,950 Est. Cost $55.18 Unrealized +0.2%
GUGGENHEIM S&P 500 EQUAL WEIGHT INDUSTRIALS ETF 0.1%
Value ($000) $160 Shares 1,535 Est. Cost $92.27 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $158 Shares 1,680 Est. Cost $37.66 Unrealized -16.9%
BOH BANK HAWAII CORP COM 0.1%
Value ($000) $144 Shares 1,750 Est. Cost $49.60 Unrealized +22.8%
PIMCO DYNMIC CREDIT AND MRT IN COM SHS 0.1%
Value ($000) $142 Shares 6,600 Est. Cost $21.07 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $141 Shares 4,718 Est. Cost $28.74 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $124 Shares 1,500 Est. Cost $76.00 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $123 Shares 2,907 Est. Cost $33.31 Unrealized -5.4%
FIRST TR MLP & ENERGY INCOME COM 0.1%
Value ($000) $115 Shares 7,050 Est. Cost $16.03 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $109 Shares 2,182 Est. Cost $31.13 Unrealized +17.5%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $102 Shares 904 Est. Cost $62.27 Unrealized +5.3%
GUGGENHEIM S&P 500 EQUAL WEIGHT ENERGY ETF 0.1%
Value ($000) $100 Shares 1,695 Est. Cost $59.00 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $97 Shares 865 Est. Cost $88.23 Unrealized +10.8%
SO SOUTHERN CO COM 0.1%
Value ($000) $96 Shares 1,930 Est. Cost $33.63 Unrealized +1.6%
FIRST TR ENERGY INCOME & GRW COM 0.1%
Value ($000) $92 Shares 3,392 Est. Cost $25.94 Unrealized
BLACKROCK MUN 2030 TAR TERM TR COM SHS BEN IN 0.1%
Value ($000) $91 Shares 4,000 Est. Cost $24.00 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $91 Shares 670 Est. Cost $109.91 Unrealized +2.9%
SUNTRUST BKS INC COM 0.1%
Value ($000) $88 Shares 1,600 Est. Cost $45.00 Unrealized
OMC OMNICOM GROUP INC COM 0.1%
Value ($000) $86 Shares 998 Est. Cost $60.96 Unrealized +2.5%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $85 Shares 660 Est. Cost $25.15 Unrealized 0.0%
BLACKROCK MUNIYLD MICH QLTY FD COM 0.1%
Value ($000) $85 Shares 6,272 Est. Cost $14.83 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $84 Shares 1,378 Est. Cost $46.15 Unrealized -4.0%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $83 Shares 2,032 Est. Cost $41.22 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $81 Shares 600 Est. Cost $120.00 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $79 Shares 1,430 Est. Cost $54.34 Unrealized -11.7%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $76 Shares 1,400 Est. Cost $42.96 Unrealized -7.0%
GUGGENHEIM S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $73 Shares 800 Est. Cost $82.50 Unrealized
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value ($000) $68 Shares 1,400 Est. Cost $46.02 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $68 Shares 1,500 Est. Cost $38.67 Unrealized
RAMCO-GERSHENSON PPTYS TR COM SH BEN INT 0.0%
Value ($000) $63 Shares 4,500 Est. Cost $18.17 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $60 Shares 505 Est. Cost $120.79 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $59 Shares 250 Est. Cost $186.23 Unrealized +10.5%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $56 Shares 900 Est. Cost $59.38 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $56 Shares 1,460 Est. Cost $32.53 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $55 Shares 395 Est. Cost $136.13 Unrealized
VIRTUS GLOBAL MULTI-SEC INC FD COM 0.0%
Value ($000) $53 Shares 3,250 Est. Cost $15.62 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $50 Shares 695 Est. Cost $54.67 Unrealized -8.4%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $50 Shares 600 Est. Cost $68.58 Unrealized +1.4%
GUGGENHEIM S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.0%
Value ($000) $50 Shares 1,870 Est. Cost $26.60 Unrealized
RAYTHEON CO COM NEW 0.0%
Value ($000) $50 Shares 329 Est. Cost $136.78 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $49 Shares 300 Est. Cost $127.72 Unrealized -0.4%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $48 Shares 297 Est. Cost $148.15 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $47 Shares 600 Est. Cost $56.32 Unrealized +22.8%
GUGGENHEIM S&P 500 EQUAL WEIGHT MATERIALS ETF 0.0%
Value ($000) $47 Shares 490 Est. Cost $84.55 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $47 Shares 1,988 Est. Cost $12.07 Unrealized +60.6%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $47 Shares 800 Est. Cost $50.01 Unrealized -10.8%
EATON VANCE RISK MNGD DIV EQTY COM 0.0%
Value ($000) $45 Shares 5,000 Est. Cost $9.20 Unrealized
PSEC PROSPECT CAPITAL CORPORATION COM 0.0%
Value ($000) $44 Shares 4,850 Est. Cost $2.66 Unrealized +15.3%
INN SUMMIT HOTEL PPTYS COM 0.0%
Value ($000) $43 Shares 2,660 Est. Cost $13.16 Unrealized
TORTOISE PIPELINE & ENERGY FD COM 0.0%
Value ($000) $42 Shares 2,000 Est. Cost $21.50 Unrealized
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $41 Shares 300 Est. Cost $122.79 Unrealized +10.7%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $40 Shares 189 Est. Cost $206.13 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $39 Shares 379 Est. Cost $59.58 Unrealized +5.7%
VOX VANGUARD TELECOMMUNICATION SERVICES INDEX FUND 0.0%
Value ($000) $39 Shares 415 Est. Cost $93.98 Unrealized
AETNA INC NEW COM 0.0%
Value ($000) $39 Shares 304 Est. Cost $128.79 Unrealized
MZTI LANCASTER COLONY CORP COM 0.0%
Value ($000) $39 Shares 300 Est. Cost $130.50 Unrealized +2.8%
BWA BORGWARNER INC COM 0.0%
Value ($000) $38 Shares 900 Est. Cost $34.77 Unrealized -8.6%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $38 Shares 2,879 Est. Cost $14.24 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $37 Shares 1,380 Est. Cost $17.37 Unrealized +20.8%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $37 Shares 350 Est. Cost $110.00 Unrealized
FIRST TR INTER DUR PFD & IN FD COM 0.0%
Value ($000) $36 Shares 1,530 Est. Cost $23.45 Unrealized
COACH INC COM 0.0%
Value ($000) $35 Shares 840 Est. Cost $36.90 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $34 Shares 972 Est. Cost $35.55 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $33 Shares 718 Est. Cost $43.58 Unrealized
DIREXION DAILY GOLD MINERS BULL 3X SHARES 0.0%
Value ($000) $32 Shares 3,600 Est. Cost $11.11 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $32 Shares 793 Est. Cost $25.65 Unrealized +12.4%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $30 Shares 600 Est. Cost $36.37 Unrealized +24.1%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $30 Shares 500 Est. Cost $34.15 Unrealized +30.8%
ISCV ISHARES MORNINGSTAR SMALL-CAP VALUE ETF 0.0%
Value ($000) $29 Shares 200 Est. Cost $145.00 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $29 Shares 702 Est. Cost $36.81 Unrealized 0.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $29 Shares 249 Est. Cost $121.99 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $28 Shares 230 Est. Cost $95.26 Unrealized +3.8%
ORCL ORACLE CORP COM 0.0%
Value ($000) $27 Shares 600 Est. Cost $35.00 Unrealized +4.3%
CA INC COM 0.0%
Value ($000) $27 Shares 840 Est. Cost $33.33 Unrealized
BGS B & G FOODS INC NEW COM 0.0%
Value ($000) $26 Shares 640 Est. Cost $22.46 Unrealized -7.9%
HCP INC COM 0.0%
Value ($000) $26 Shares 825 Est. Cost $35.81 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $25 Shares 660 Est. Cost $28.27 Unrealized +5.8%
ALLERGAN PLC SHS 0.0%
Value ($000) $24 Shares 100 Est. Cost $240.00 Unrealized
PLD PROLOGIS INC COM 0.0%
Value ($000) $24 Shares 471 Est. Cost $40.41 Unrealized -1.9%
TUPPERWARE BRANDS CORP COM 0.0%
Value ($000) $22 Shares 350 Est. Cost $65.71 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $21 Shares 200 Est. Cost $100.00 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $20 Shares 300 Est. Cost $58.14 Unrealized +0.3%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $19 Shares 221 Est. Cost $85.65 Unrealized
MEI METHODE ELECTRS INC COM 0.0%
Value ($000) $18 Shares 400 Est. Cost $28.87 Unrealized +21.9%
REM ISHARES MORTGAGE REAL ESTATE CAPPED ETF 0.0%
Value ($000) $17 Shares 375 Est. Cost $45.33 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $17 Shares 100 Est. Cost $146.25 Unrealized +14.4%
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $16 Shares 480 Est. Cost $21.93 Unrealized +5.0%
MORGAN STANLEY EMER MKTS FD COM 0.0%
Value ($000) $16 Shares 1,100 Est. Cost $14.55 Unrealized
ARCC ARES CAP CORP COM 0.0%
Value ($000) $16 Shares 900 Est. Cost $6.30 Unrealized +18.1%
XJPIX NUVEEN PFD & INCOME TERM FD COM 0.0%
Value ($000) $15 Shares 625 Est. Cost $24.00 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $15 Shares 200 Est. Cost $80.00 Unrealized
FHI FEDERATED INVS INC PA CL B 0.0%
Value ($000) $14 Shares 520 Est. Cost $20.06 Unrealized -9.4%
ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $14 Shares 1,136 Est. Cost $12.32 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $14 Shares 500 Est. Cost $28.00 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $36.73 Unrealized +27.9%
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $13 Shares 188 Est. Cost $98.40 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.0%
Value ($000) $13 Shares 76 Est. Cost $154.23 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $13 Shares 130 Est. Cost $65.14 Unrealized +14.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $13 Shares 100 Est. Cost $120.00 Unrealized
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $12 Shares 230 Est. Cost $51.40 Unrealized -5.0%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $12 Shares 130 Est. Cost $66.01 Unrealized +17.7%
MEREDITH CORP COM 0.0%
Value ($000) $12 Shares 190 Est. Cost $52.63 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $12 Shares 220 Est. Cost $50.00 Unrealized
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $11 Shares 500 Est. Cost $19.07 Unrealized -19.5%
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $11 Shares 125 Est. Cost $60.45 Unrealized +12.8%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $11 Shares 264 Est. Cost $34.57 Unrealized 0.0%
VERSUM MATLS INC COM 0.0%
Value ($000) $10 Shares 335 Est. Cost $26.87 Unrealized
CDK GLOBAL INC COM 0.0%
Value ($000) $9 Shares 133 Est. Cost $60.15 Unrealized
MAT MATTEL INC COM 0.0%
Value ($000) $9 Shares 333 Est. Cost $32.69 Unrealized -18.1%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $9 Shares 140 Est. Cost $53.87 Unrealized +3.1%
DOW CHEM CO COM 0.0%
Value ($000) $9 Shares 140 Est. Cost $50.00 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $9 Shares 240 Est. Cost $50.55 Unrealized
GENERAL MTRS CO WT EXP 071019 0.0%
Value ($000) $9 Shares 498 Est. Cost $15.55 Unrealized
ANADARKO PETE CORP COM 0.0%
Value ($000) $9 Shares 140 Est. Cost $64.29 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 195 Est. Cost $41.03 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $52.05 Unrealized +5.0%
D DOMINION RES INC VA NEW COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $50.62 Unrealized +1.2%
DU PONT E I DE NEMOURS & CO COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $70.00 Unrealized
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $7 Shares 250 Est. Cost $20.29 Unrealized +2.9%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $7 Shares 82 Est. Cost $85.37 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $6 Shares 100 Est. Cost $41.05 Unrealized +22.6%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $5 Shares 107 Est. Cost $37.38 Unrealized
NATIONAL OILWELL VARCO INC COM 0.0%
Value ($000) $5 Shares 130 Est. Cost $38.46 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $5 Shares 41 Est. Cost $63.28 Unrealized +44.3%
EPP ISHARES MSCI PACIFIC EX JAPAN ETF 0.0%
Value ($000) $5 Shares 105 Est. Cost $42.23 Unrealized
TEKLA HEALTHCARE OPPORTUNIT FD SHS 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.00 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $4 Shares 73 Est. Cost $54.79 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $4 Shares 140 Est. Cost $26.68 Unrealized +0.2%
QUALITY CARE PPTYS INC COM 0.0%
Value ($000) $3 Shares 165 Est. Cost $18.18 Unrealized
LYTS LSI INDS INC COM 0.0%
Value ($000) $3 Shares 270 Est. Cost $10.67 Unrealized -9.2%
DONNELLEY R R & SONS CO COM 0.0%
Value ($000) $2 Shares 173 Est. Cost $17.34 Unrealized
LSC COMMUNICATIONS INC COM 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
DFIN DONNELLEY FINL SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $25.63 Unrealized -12.1%
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $8.33 Unrealized +164.3%