Liberty Capital Management, Inc. Diversified Active

CIK: 0001366838 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 16, 2018

Total Value ($000): $189,069 (100.0% shares, 0.0% debt)

Holdings (263)

STZ CONSTELLATION BRANDS INC CL A 3.1%
Value ($000) $5,814 Shares 26,729 Est. Cost $144.81 Unrealized +31.3%
AAPL APPLE INC COM 3.0%
Value ($000) $5,693 Shares 32,146 Est. Cost $24.23 Unrealized +61.3%
V VISA INC COM CL A 3.0%
Value ($000) $5,578 Shares 46,450 Est. Cost $74.99 Unrealized +39.2%
ITW ILLINOIS TOOL WKS INC COM 2.9%
Value ($000) $5,481 Shares 32,145 Est. Cost $56.49 Unrealized +131.6%
HD HOME DEPOT INC COM 2.8%
Value ($000) $5,243 Shares 26,694 Est. Cost $68.89 Unrealized +105.6%
AMZN AMAZON COM INC COM 2.7%
Value ($000) $5,186 Shares 3,973 Est. Cost $23.78 Unrealized +131.4%
INTU INTUIT COM 2.7%
Value ($000) $5,183 Shares 31,503 Est. Cost $55.17 Unrealized +161.3%
FISV FISERV INC COM 2.5%
Value ($000) $4,640 Shares 33,816 Est. Cost $25.61 Unrealized +152.2%
DHR DANAHER CORP DEL COM 2.3%
Value ($000) $4,394 Shares 44,210 Est. Cost $30.27 Unrealized +158.5%
TMO THERMO FISHER SCIENTIFIC INC COM 2.2%
Value ($000) $4,092 Shares 19,469 Est. Cost $124.28 Unrealized +50.8%
HCSG HEALTHCARE SVCS GRP INC COM 2.1%
Value ($000) $4,049 Shares 77,993 Est. Cost $26.69 Unrealized +96.4%
GOOGL ALPHABET INC CAP STK CL A 2.1%
Value ($000) $4,021 Shares 3,556 Est. Cost $39.04 Unrealized +31.2%
COST COSTCO WHSL CORP NEW COM 2.0%
Value ($000) $3,853 Shares 20,082 Est. Cost $136.95 Unrealized +12.8%
AFL AFLAC INC COM 1.9%
Value ($000) $3,609 Shares 42,489 Est. Cost $22.69 Unrealized +55.6%
UNH UNITEDHEALTH GROUP INC COM 1.9%
Value ($000) $3,547 Shares 15,512 Est. Cost $127.35 Unrealized +46.1%
USB US BANCORP DEL COM NEW 1.8%
Value ($000) $3,370 Shares 59,147 Est. Cost $24.04 Unrealized +62.4%
CHD CHURCH & DWIGHT INC COM 1.8%
Value ($000) $3,321 Shares 67,749 Est. Cost $35.09 Unrealized +20.6%
ECL ECOLAB INC COM 1.7%
Value ($000) $3,248 Shares 23,594 Est. Cost $76.29 Unrealized +59.7%
IT GARTNER INC COM 1.7%
Value ($000) $3,247 Shares 24,953 Est. Cost $84.96 Unrealized +42.9%
DIS DISNEY WALT CO COM DISNEY 1.7%
Value ($000) $3,243 Shares 28,834 Est. Cost $92.93 Unrealized +4.7%
UNITED TECHNOLOGIES CORP COM 1.7%
Value ($000) $3,184 Shares 23,313 Est. Cost $97.86 Unrealized
PKG PACKAGING CORP AMER COM 1.7%
Value ($000) $3,159 Shares 24,621 Est. Cost $56.20 Unrealized +61.7%
CBRL CRACKER BARREL OLD CTRY STORE COM 1.6%
Value ($000) $3,025 Shares 17,564 Est. Cost $103.30 Unrealized +8.6%
CB CHUBB LIMITED COM 1.6%
Value ($000) $2,961 Shares 20,329 Est. Cost $108.72 Unrealized +19.2%
NEOG NEOGEN CORP COM 1.5%
Value ($000) $2,913 Shares 49,270 Est. Cost $21.20 Unrealized +43.0%
ABBV ABBVIE INC COM 1.5%
Value ($000) $2,820 Shares 28,106 Est. Cost $44.19 Unrealized +51.4%
AMT AMERICAN TOWER CORP NEW COM 1.4%
Value ($000) $2,572 Shares 19,341 Est. Cost $92.12 Unrealized +25.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 1.3%
Value ($000) $2,549 Shares 34,188 Est. Cost $38.21 Unrealized +70.5%
MSFT MICROSOFT CORP COM 1.3%
Value ($000) $2,543 Shares 28,383 Est. Cost $35.29 Unrealized +113.2%
CVS CVS HEALTH CORP COM 1.3%
Value ($000) $2,534 Shares 32,160 Est. Cost $41.44 Unrealized +35.7%
CELGENE CORP COM 1.3%
Value ($000) $2,518 Shares 23,752 Est. Cost $104.66 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.2%
Value ($000) $2,278 Shares 2,030 Est. Cost $37.69 Unrealized +34.0%
BAX BAXTER INTL INC COM 1.2%
Value ($000) $2,229 Shares 32,611 Est. Cost $35.19 Unrealized +58.5%
FTV FORTIVE CORP COM 1.2%
Value ($000) $2,219 Shares 29,792 Est. Cost $33.86 Unrealized +30.8%
FAST FASTENAL CO COM 1.1%
Value ($000) $2,143 Shares 38,550 Est. Cost $8.81 Unrealized +14.0%
CTAS CINTAS CORP COM 1.1%
Value ($000) $1,990 Shares 12,400 Est. Cost $26.65 Unrealized +31.4%
MCD MCDONALDS CORP COM 1.1%
Value ($000) $1,989 Shares 11,462 Est. Cost $78.03 Unrealized +77.7%
VZ VERIZON COMMUNICATIONS INC COM 1.0%
Value ($000) $1,867 Shares 36,004 Est. Cost $31.73 Unrealized +0.7%
SWKS SKYWORKS SOLUTIONS INC COM 1.0%
Value ($000) $1,800 Shares 17,782 Est. Cost $68.43 Unrealized +27.1%
PEP PEPSICO INC COM 0.9%
Value ($000) $1,703 Shares 14,509 Est. Cost $59.06 Unrealized +50.7%
DAL DELTA AIR LINES INC DEL COM NEW 0.9%
Value ($000) $1,672 Shares 27,947 Est. Cost $41.76 Unrealized +14.4%
CVX CHEVRON CORP NEW COM 0.9%
Value ($000) $1,652 Shares 12,365 Est. Cost $71.32 Unrealized +17.1%
MCK MCKESSON CORP COM 0.9%
Value ($000) $1,612 Shares 9,699 Est. Cost $171.66 Unrealized -19.1%
JPM JPMORGAN CHASE & CO COM 0.8%
Value ($000) $1,596 Shares 14,164 Est. Cost $60.21 Unrealized +35.1%
ULTA ULTA BEAUTY INC COM 0.7%
Value ($000) $1,274 Shares 5,367 Est. Cost $254.92 Unrealized -17.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.6%
Value ($000) $1,130 Shares 15,112 Est. Cost $52.15 Unrealized +18.6%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.6%
Value ($000) $1,097 Shares 20,817 Est. Cost $43.78 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.6%
Value ($000) $1,094 Shares 16,289 Est. Cost $61.40 Unrealized
ABT ABBOTT LABS COM 0.6%
Value ($000) $1,083 Shares 18,408 Est. Cost $29.03 Unrealized +65.8%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $1,080 Shares 7,412 Est. Cost $66.68 Unrealized +66.5%
INTC INTEL CORP COM 0.6%
Value ($000) $1,077 Shares 24,903 Est. Cost $22.03 Unrealized +65.9%
CMA COMERICA INC COM 0.5%
Value ($000) $1,031 Shares 11,084 Est. Cost $29.79 Unrealized +88.8%
WELL WELLTOWER INC COM 0.5%
Value ($000) $1,021 Shares 17,265 Est. Cost $53.36 Unrealized -5.6%
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $869 Shares 5,356 Est. Cost $90.84 Unrealized +56.5%
WFC WELLS FARGO CO NEW COM 0.5%
Value ($000) $852 Shares 13,620 Est. Cost $32.26 Unrealized +39.8%
LOW LOWES COS INC COM 0.4%
Value ($000) $838 Shares 8,313 Est. Cost $32.43 Unrealized +119.7%
SYK STRYKER CORP COM 0.4%
Value ($000) $806 Shares 5,091 Est. Cost $81.94 Unrealized +70.4%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.4%
Value ($000) $805 Shares 10,807 Est. Cost $61.01 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.4%
Value ($000) $768 Shares 5,730 Est. Cost $67.30 Unrealized +28.2%
NTRS NORTHERN TR CORP COM 0.4%
Value ($000) $734 Shares 6,846 Est. Cost $58.55 Unrealized +28.6%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $724 Shares 8,079 Est. Cost $57.56 Unrealized +26.2%
WMT WAL-MART STORES INC COM 0.4%
Value ($000) $716 Shares 7,094 Est. Cost $22.65 Unrealized +18.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $709 Shares 4,345 Est. Cost $117.12 Unrealized -12.8%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $707 Shares 17,287 Est. Cost $23.52 Unrealized +18.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value ($000) $704 Shares 5,942 Est. Cost $62.39 Unrealized +54.1%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.4%
Value ($000) $666 Shares 9,200 Est. Cost $63.61 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.3%
Value ($000) $655 Shares 11,830 Est. Cost $40.91 Unrealized +2.9%
TROW PRICE T ROWE GROUP INC COM 0.3%
Value ($000) $653 Shares 5,664 Est. Cost $49.51 Unrealized +44.9%
MMS MAXIMUS INC COM 0.3%
Value ($000) $639 Shares 8,895 Est. Cost $55.14 Unrealized +22.1%
SYY SYSCO CORP COM 0.3%
Value ($000) $633 Shares 10,305 Est. Cost $35.99 Unrealized +27.3%
MMM 3M CO COM 0.3%
Value ($000) $588 Shares 2,405 Est. Cost $109.19 Unrealized +32.8%
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $588 Shares 7,953 Est. Cost $42.18 Unrealized +26.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $570 Shares 2,713 Est. Cost $170.37 Unrealized +11.5%
PPG PPG INDS INC COM 0.3%
Value ($000) $567 Shares 4,800 Est. Cost $90.15 Unrealized +9.8%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.3%
Value ($000) $565 Shares 4,002 Est. Cost $80.09 Unrealized
CERNER CORP COM 0.3%
Value ($000) $520 Shares 7,134 Est. Cost $70.49 Unrealized
ILCB ISHARES MORNINGSTAR LARGE-CAP ETF 0.3%
Value ($000) $506 Shares 3,065 Est. Cost $122.77 Unrealized
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $497 Shares 1,787 Est. Cost $234.46 Unrealized
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.3%
Value ($000) $486 Shares 2,550 Est. Cost $149.27 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.3%
Value ($000) $482 Shares 3,816 Est. Cost $96.48 Unrealized
EL LAUDER ESTEE COS INC CL A 0.3%
Value ($000) $481 Shares 3,743 Est. Cost $60.21 Unrealized +80.3%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.2%
Value ($000) $468 Shares 2,655 Est. Cost $112.90 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.2%
Value ($000) $465 Shares 7,075 Est. Cost $61.44 Unrealized +3.5%
AEP AMERICAN ELEC PWR INC COM 0.2%
Value ($000) $444 Shares 6,575 Est. Cost $46.58 Unrealized +20.4%
PRICELINE GRP INC COM NEW 0.2%
Value ($000) $428 Shares 223 Est. Cost $981.13 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $423 Shares 11,579 Est. Cost $17.67 Unrealized +34.7%
GUGGENHEIM S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.2%
Value ($000) $386 Shares 2,545 Est. Cost $104.91 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.2%
Value ($000) $384 Shares 4,825 Est. Cost $10.43 Unrealized +8.7%
MRK MERCK & CO INC COM 0.2%
Value ($000) $375 Shares 6,388 Est. Cost $43.98 Unrealized -2.2%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.2%
Value ($000) $365 Shares 7,300 Est. Cost $50.40 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $310 Shares 8,725 Est. Cost $31.04 Unrealized
BLACKROCK UTILITIES INFRSTRCTR COM 0.2%
Value ($000) $305 Shares 14,230 Est. Cost $19.37 Unrealized
T AT&T INC COM 0.2%
Value ($000) $304 Shares 8,249 Est. Cost $16.29 Unrealized -6.4%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $296 Shares 4,251 Est. Cost $34.76 Unrealized +5.4%
GUGGENHEIM S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.2%
Value ($000) $294 Shares 1,553 Est. Cost $128.78 Unrealized
SLB SCHLUMBERGER LTD COM 0.2%
Value ($000) $292 Shares 3,750 Est. Cost $53.45 Unrealized -4.2%
GENERAL ELECTRIC CO COM 0.2%
Value ($000) $291 Shares 15,533 Est. Cost $26.05 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $289 Shares 860 Est. Cost $165.21 Unrealized +53.5%
F FORD MTR CO DEL COM PAR $0.01 0.2%
Value ($000) $287 Shares 21,656 Est. Cost $7.33 Unrealized +9.4%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $286 Shares 4,730 Est. Cost $46.45 Unrealized +2.1%
EXPRESS SCRIPTS HLDG CO COM 0.2%
Value ($000) $284 Shares 3,510 Est. Cost $69.91 Unrealized
GUGGENHEIM S&P 500 EQUAL WEIGHT FINANCIALS ETF 0.1%
Value ($000) $260 Shares 5,640 Est. Cost $31.21 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $250 Shares 1,660 Est. Cost $26.59 Unrealized +18.6%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $242 Shares 2,302 Est. Cost $56.29 Unrealized +23.1%
CIMAREX ENERGY CO COM 0.1%
Value ($000) $241 Shares 1,895 Est. Cost $77.96 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $237 Shares 2,709 Est. Cost $58.54 Unrealized -2.4%
GUGGENHEIM S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $232 Shares 2,205 Est. Cost $86.82 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $230 Shares 3,830 Est. Cost $33.21 Unrealized +19.4%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $228 Shares 3,000 Est. Cost $80.25 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $225 Shares 3,528 Est. Cost $28.06 Unrealized +6.7%
MCHP MICROCHIP TECHNOLOGY INC COM 0.1%
Value ($000) $207 Shares 2,220 Est. Cost $24.41 Unrealized +59.4%
POWERSHARES QQQ TRUST, SERIES 1 0.1%
Value ($000) $206 Shares 1,250 Est. Cost $118.40 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $203 Shares 726 Est. Cost $255.67 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $203 Shares 1,680 Est. Cost $37.66 Unrealized -2.5%
SCHH SCHWAB U.S. REIT ETF 0.1%
Value ($000) $201 Shares 5,085 Est. Cost $40.70 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $200 Shares 2,300 Est. Cost $70.59 Unrealized +6.6%
NUVEEN HGH INC DEC18 TRGT TR COM 0.1%
Value ($000) $198 Shares 20,000 Est. Cost $10.30 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $195 Shares 3,759 Est. Cost $52.13 Unrealized
GUGGENHEIM S&P 500 EQUAL WEIGHT INDUSTRIALS ETF 0.1%
Value ($000) $194 Shares 1,535 Est. Cost $92.27 Unrealized
CNI CANADIAN NATL RY CO COM 0.1%
Value ($000) $194 Shares 2,400 Est. Cost $53.16 Unrealized +30.2%
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.1%
Value ($000) $184 Shares 1,689 Est. Cost $110.68 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $182 Shares 2,125 Est. Cost $65.64 Unrealized -1.0%
AETNA INC NEW COM 0.1%
Value ($000) $176 Shares 958 Est. Cost $146.40 Unrealized
GUGGENHEIM S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.1%
Value ($000) $171 Shares 1,290 Est. Cost $120.79 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $166 Shares 1,230 Est. Cost $100.64 Unrealized +9.8%
KO COCA COLA CO COM 0.1%
Value ($000) $166 Shares 3,607 Est. Cost $33.76 Unrealized +5.5%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $162 Shares 2,050 Est. Cost $55.55 Unrealized +12.8%
BB&T CORP COM 0.1%
Value ($000) $159 Shares 3,000 Est. Cost $45.33 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $157 Shares 874 Est. Cost $175.52 Unrealized 0.0%
BOH BANK HAWAII CORP COM 0.1%
Value ($000) $155 Shares 1,750 Est. Cost $49.60 Unrealized +22.5%
PIMCO DYNMIC CREDIT AND MRT IN COM SHS 0.1%
Value ($000) $147 Shares 6,600 Est. Cost $21.07 Unrealized
ALLEGHANY CORP DEL COM 0.1%
Value ($000) $139 Shares 237 Est. Cost $594.94 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $134 Shares 865 Est. Cost $88.23 Unrealized +29.2%
DOWDUPONT INC COM 0.1%
Value ($000) $117 Shares 1,550 Est. Cost $75.48 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $114 Shares 670 Est. Cost $109.91 Unrealized +18.5%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $114 Shares 1,112 Est. Cost $69.77 Unrealized +17.2%
FLR FLUOR CORP NEW COM 0.1%
Value ($000) $114 Shares 2,000 Est. Cost $44.60 Unrealized -1.7%
GUGGENHEIM S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $108 Shares 1,034 Est. Cost $85.94 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $107 Shares 1,360 Est. Cost $68.40 Unrealized -18.3%
GUGGENHEIM S&P 500 EQUAL WEIGHT ENERGY ETF 0.1%
Value ($000) $107 Shares 1,695 Est. Cost $59.00 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $104 Shares 600 Est. Cost $120.00 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $100 Shares 1,365 Est. Cost $61.36 Unrealized
WESTROCK CO COM 0.1%
Value ($000) $97 Shares 1,404 Est. Cost $57.69 Unrealized
MRCC MONROE CAP CORP COM 0.1%
Value ($000) $97 Shares 6,800 Est. Cost $5.59 Unrealized -3.6%
FIRST TR ENERGY INCOME & GRW COM 0.0%
Value ($000) $93 Shares 3,392 Est. Cost $25.94 Unrealized
BLACKROCK MUN 2030 TAR TERM TR COM SHS BEN IN 0.0%
Value ($000) $88 Shares 4,000 Est. Cost $24.00 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $88 Shares 1,400 Est. Cost $42.96 Unrealized +8.1%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $88 Shares 1,385 Est. Cost $46.19 Unrealized +12.0%
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value ($000) $87 Shares 1,800 Est. Cost $46.53 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $87 Shares 1,930 Est. Cost $33.63 Unrealized +8.4%
BLACKROCK MUNIYLD MICH QLTY FD COM 0.0%
Value ($000) $87 Shares 6,272 Est. Cost $14.83 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $82 Shares 900 Est. Cost $76.00 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $81 Shares 1,000 Est. Cost $61.00 Unrealized
TORTOISE PIPELINE & ENERGY FD COM 0.0%
Value ($000) $80 Shares 4,000 Est. Cost $20.25 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $79 Shares 2,000 Est. Cost $30.93 Unrealized +9.3%
EXC EXELON CORP COM 0.0%
Value ($000) $77 Shares 2,000 Est. Cost $18.86 Unrealized +14.9%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $76 Shares 998 Est. Cost $60.96 Unrealized -12.1%
FIRST TR MLP & ENERGY INCOME COM 0.0%
Value ($000) $76 Shares 4,750 Est. Cost $16.03 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $75 Shares 980 Est. Cost $54.34 Unrealized -11.6%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $73 Shares 1,460 Est. Cost $32.53 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $68 Shares 12,400 Est. Cost $5.70 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $67 Shares 1,500 Est. Cost $38.67 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $64 Shares 395 Est. Cost $136.13 Unrealized
KEY KEYCORP NEW COM 0.0%
Value ($000) $64 Shares 3,000 Est. Cost $12.40 Unrealized +5.4%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $63 Shares 604 Est. Cost $62.27 Unrealized +11.7%
RAMCO-GERSHENSON PPTYS TR COM SH BEN INT 0.0%
Value ($000) $62 Shares 4,500 Est. Cost $18.17 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $62 Shares 1,988 Est. Cost $12.07 Unrealized +88.8%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $61 Shares 600 Est. Cost $56.32 Unrealized +51.4%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $45.08 Unrealized +7.6%
GUGGENHEIM S&P 500 EQUAL WEIGHT MATERIALS ETF 0.0%
Value ($000) $58 Shares 490 Est. Cost $84.55 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $56 Shares 300 Est. Cost $127.72 Unrealized +8.2%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $33.54 Unrealized +18.4%
SUNTRUST BKS INC COM 0.0%
Value ($000) $55 Shares 800 Est. Cost $45.00 Unrealized
VIRTUS GLOBAL MULTI-SEC INC FD COM 0.0%
Value ($000) $55 Shares 3,250 Est. Cost $15.62 Unrealized
SKT TANGER FACTORY OUTLET CTRS INC COM 0.0%
Value ($000) $53 Shares 2,111 Est. Cost $25.11 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $50 Shares 257 Est. Cost $148.15 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $50 Shares 479 Est. Cost $61.32 Unrealized +17.9%
EATON VANCE RISK MNGD DIV EQTY COM 0.0%
Value ($000) $49 Shares 5,000 Est. Cost $9.20 Unrealized
NVRI HARSCO CORP COM 0.0%
Value ($000) $49 Shares 2,500 Est. Cost $14.42 Unrealized +33.6%
GUGGENHEIM S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.0%
Value ($000) $49 Shares 1,870 Est. Cost $26.60 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $48 Shares 1,380 Est. Cost $17.37 Unrealized +45.2%
RAYTHEON CO COM NEW 0.0%
Value ($000) $47 Shares 238 Est. Cost $146.82 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $46 Shares 194 Est. Cost $206.79 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $43 Shares 972 Est. Cost $35.55 Unrealized
INN SUMMIT HOTEL PPTYS INC COM 0.0%
Value ($000) $41 Shares 2,660 Est. Cost $13.16 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $40 Shares 718 Est. Cost $43.58 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $39 Shares 2,879 Est. Cost $14.24 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $38 Shares 500 Est. Cost $34.15 Unrealized +65.4%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $38 Shares 498 Est. Cost $53.11 Unrealized +6.2%
VOX VANGUARD TELECOMMUNICATION SERVICES INDEX FUND 0.0%
Value ($000) $38 Shares 415 Est. Cost $93.98 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $38 Shares 840 Est. Cost $32.95 Unrealized 0.0%
FIRST TR INTER DUR PFD & IN FD COM 0.0%
Value ($000) $37 Shares 1,530 Est. Cost $23.45 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $37 Shares 350 Est. Cost $110.00 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $37 Shares 440 Est. Cost $61.28 Unrealized +11.3%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $37 Shares 270 Est. Cost $122.79 Unrealized -0.4%
PSEC PROSPECT CAPITAL CORPORATION COM 0.0%
Value ($000) $33 Shares 4,850 Est. Cost $2.66 Unrealized -8.5%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $32 Shares 600 Est. Cost $36.37 Unrealized +3.0%
ISCV ISHARES MORNINGSTAR SMALL-CAP VALUE ETF 0.0%
Value ($000) $31 Shares 200 Est. Cost $145.00 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $31 Shares 714 Est. Cost $31.49 Unrealized +20.3%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $20.84 Unrealized +11.9%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $30 Shares 249 Est. Cost $121.99 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $30 Shares 600 Est. Cost $35.00 Unrealized +24.3%
CA INC COM 0.0%
Value ($000) $29 Shares 840 Est. Cost $33.33 Unrealized
PLD PROLOGIS INC COM 0.0%
Value ($000) $29 Shares 471 Est. Cost $40.41 Unrealized +28.7%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $29 Shares 793 Est. Cost $25.65 Unrealized +1.7%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $28 Shares 660 Est. Cost $28.27 Unrealized +8.6%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $28 Shares 300 Est. Cost $58.14 Unrealized +30.8%
KELLOGG CO COM 0.0%
Value ($000) $27 Shares 420 Est. Cost $54.67 Unrealized -18.2%
NKE NIKE INC CL B 0.0%
Value ($000) $26 Shares 400 Est. Cost $54.79 Unrealized -5.5%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $25 Shares 200 Est. Cost $100.00 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $23 Shares 400 Est. Cost $50.01 Unrealized -18.9%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $22 Shares 130 Est. Cost $66.01 Unrealized +76.2%
MORGAN STANLEY EMER MKTS FD COM 0.0%
Value ($000) $21 Shares 1,100 Est. Cost $14.55 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $20 Shares 440 Est. Cost $33.90 Unrealized +21.3%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $20 Shares 250 Est. Cost $80.00 Unrealized
HCP INC COM 0.0%
Value ($000) $20 Shares 825 Est. Cost $35.81 Unrealized
GENERAL MTRS CO WT EXP 071019 0.0%
Value ($000) $19 Shares 731 Est. Cost $16.26 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $19 Shares 200 Est. Cost $36.73 Unrealized +62.4%
TUPPERWARE BRANDS CORP COM 0.0%
Value ($000) $19 Shares 300 Est. Cost $65.71 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $18 Shares 140 Est. Cost $120.79 Unrealized
ALLERGAN PLC SHS 0.0%
Value ($000) $18 Shares 100 Est. Cost $240.00 Unrealized
MEI METHODE ELECTRS INC COM 0.0%
Value ($000) $17 Shares 400 Est. Cost $28.87 Unrealized +28.1%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $17 Shares 200 Est. Cost $80.00 Unrealized
REM ISHARES MORTGAGE REAL ESTATE ETF 0.0%
Value ($000) $17 Shares 375 Est. Cost $45.33 Unrealized
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $17 Shares 480 Est. Cost $21.93 Unrealized +17.4%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $17 Shares 203 Est. Cost $85.65 Unrealized
NGVT INGEVITY CORP COM 0.0%
Value ($000) $17 Shares 234 Est. Cost $58.82 Unrealized +22.7%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $16 Shares 100 Est. Cost $120.00 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.0%
Value ($000) $15 Shares 76 Est. Cost $154.23 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $15 Shares 220 Est. Cost $50.00 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $15 Shares 188 Est. Cost $98.40 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $15 Shares 500 Est. Cost $28.00 Unrealized
XJPIX NUVEEN PFD & INCOME TERM FD COM 0.0%
Value ($000) $15 Shares 625 Est. Cost $24.00 Unrealized
ARCC ARES CAP CORP COM 0.0%
Value ($000) $14 Shares 900 Est. Cost $6.30 Unrealized +18.7%
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $14 Shares 125 Est. Cost $60.45 Unrealized +33.6%
MEREDITH CORP COM 0.0%
Value ($000) $13 Shares 190 Est. Cost $52.63 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $12 Shares 240 Est. Cost $50.55 Unrealized
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $11 Shares 230 Est. Cost $51.40 Unrealized -8.2%
CDK GLOBAL INC COM 0.0%
Value ($000) $10 Shares 133 Est. Cost $61.50 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $10 Shares 150 Est. Cost $46.45 Unrealized +5.5%
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $9 Shares 250 Est. Cost $20.29 Unrealized +2.2%
EOG EOG RES INC COM 0.0%
Value ($000) $9 Shares 80 Est. Cost $65.14 Unrealized +15.7%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $52.05 Unrealized +23.1%
ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $8 Shares 646 Est. Cost $12.32 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $8 Shares 283 Est. Cost $24.73 Unrealized
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $8 Shares 500 Est. Cost $19.07 Unrealized -34.7%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $6 Shares 82 Est. Cost $85.37 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $6 Shares 41 Est. Cost $63.28 Unrealized +65.4%
SNAP SNAP INC CL A 0.0%
Value ($000) $5 Shares 340 Est. Cost $14.47 Unrealized +0.7%
EPP ISHARES MSCI PACIFIC EX JAPAN ETF 0.0%
Value ($000) $5 Shares 105 Est. Cost $42.23 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $5 Shares 90 Est. Cost $34.57 Unrealized +35.2%
IFV FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF 0.0%
Value ($000) $5 Shares 202 Est. Cost $19.80 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $5 Shares 107 Est. Cost $37.38 Unrealized
TEKLA HEALTHCARE OPPORTUNIT FD SHS 0.0%
Value ($000) $5 Shares 250 Est. Cost $16.00 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $5 Shares 73 Est. Cost $54.79 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $3 Shares 92 Est. Cost $32.61 Unrealized
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $3 Shares 52 Est. Cost $57.69 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $3 Shares 33 Est. Cost $60.61 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value ($000) $2 Shares 58 Est. Cost $34.48 Unrealized
LSC COMMUNICATIONS INC COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $30.77 Unrealized
QUALITY CARE PPTYS INC COM 0.0%
Value ($000) $1 Shares 90 Est. Cost $18.18 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $8.33 Unrealized +360.8%
DFIN DONNELLEY FINL SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $25.63 Unrealized -20.3%