Jackson, Grant Investment Advisers, Inc. Diversified Active

CIK: 0001650300 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 14, 2017

Total Value ($000): $138,332 (100.0% shares, 0.0% debt)

Holdings (211)

SDY SPDR SERIES TRUST 12.6%
Value ($000) $17,394 Shares 190,452 Est. Cost $74.43 Unrealized
SPY SPDR S&P 500 ETF TR 11.2%
Value ($000) $15,443 Shares 61,471 Est. Cost $213.44 Unrealized
RYDEX ETF TRUST 9.7%
Value ($000) $13,474 Shares 141,031 Est. Cost $77.45 Unrealized
VO VANGUARD INDEX FDS 5.7%
Value ($000) $7,827 Shares 53,245 Est. Cost $120.57 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 4.9%
Value ($000) $6,733 Shares 71,030 Est. Cost $78.39 Unrealized
DVY ISHARES TR 4.3%
Value ($000) $5,902 Shares 63,018 Est. Cost $79.22 Unrealized
POWERSHARES ETF TR 4.0%
Value ($000) $5,517 Shares 120,493 Est. Cost $39.17 Unrealized
ABBV ABBVIE INC 2.4%
Value ($000) $3,283 Shares 36,950 Est. Cost $45.08 Unrealized +19.0%
XLY SELECT SECTOR SPDR TR 2.3%
Value ($000) $3,132 Shares 34,768 Est. Cost $78.25 Unrealized
AGG ISHARES TR 2.2%
Value ($000) $3,107 Shares 28,348 Est. Cost $109.47 Unrealized
IVV ISHARES TR 2.0%
Value ($000) $2,757 Shares 10,902 Est. Cost $204.88 Unrealized
XLV SELECT SECTOR SPDR TR 2.0%
Value ($000) $2,734 Shares 33,447 Est. Cost $71.47 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $2,379 Shares 18,298 Est. Cost $83.54 Unrealized +25.7%
PFF ISHARES TR 1.6%
Value ($000) $2,242 Shares 57,777 Est. Cost $39.07 Unrealized
T AT&T INC 1.6%
Value ($000) $2,207 Shares 56,349 Est. Cost $16.20 Unrealized -3.7%
NEAR ISHARES U S ETF TR 1.6%
Value ($000) $2,155 Shares 42,859 Est. Cost $50.27 Unrealized
XLF SELECT SECTOR SPDR TR 1.2%
Value ($000) $1,615 Shares 62,461 Est. Cost $23.28 Unrealized
IWO ISHARES TR 1.1%
Value ($000) $1,513 Shares 8,454 Est. Cost $140.26 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $1,420 Shares 19,061 Est. Cost $48.14 Unrealized +38.5%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,253 Shares 15,281 Est. Cost $51.65 Unrealized +5.2%
MCD MCDONALDS CORP 0.9%
Value ($000) $1,216 Shares 7,758 Est. Cost $88.68 Unrealized +45.1%
KO COCA COLA CO 0.9%
Value ($000) $1,209 Shares 26,855 Est. Cost $32.21 Unrealized +8.5%
GENERAL ELECTRIC CO 0.9%
Value ($000) $1,203 Shares 49,736 Est. Cost $31.09 Unrealized
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $1,093 Shares 4,738 Est. Cost $192.46 Unrealized
XLP SELECT SECTOR SPDR TR 0.8%
Value ($000) $1,067 Shares 19,765 Est. Cost $51.95 Unrealized
TJX TJX COS INC 0.8%
Value ($000) $1,058 Shares 14,353 Est. Cost $30.90 Unrealized +2.6%
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $846 Shares 14,314 Est. Cost $44.78 Unrealized
AAPL APPLE INC 0.6%
Value ($000) $843 Shares 5,471 Est. Cost $25.89 Unrealized +39.6%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $804 Shares 8,841 Est. Cost $60.18 Unrealized +21.3%
PEP PEPSICO INC 0.6%
Value ($000) $769 Shares 6,902 Est. Cost $74.02 Unrealized +20.8%
IWM ISHARES TR 0.5%
Value ($000) $703 Shares 4,743 Est. Cost $124.38 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.5%
Value ($000) $687 Shares 3,746 Est. Cost $150.80 Unrealized +17.2%
IWC ISHARES TR 0.5%
Value ($000) $667 Shares 7,062 Est. Cost $72.07 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $663 Shares 10,359 Est. Cost $40.60 Unrealized +15.0%
MO ALTRIA GROUP INC 0.5%
Value ($000) $646 Shares 10,189 Est. Cost $29.48 Unrealized +22.4%
EMR EMERSON ELEC CO 0.4%
Value ($000) $597 Shares 9,498 Est. Cost $47.85 Unrealized +2.9%
ABT ABBOTT LABS 0.4%
Value ($000) $583 Shares 10,934 Est. Cost $39.43 Unrealized +10.0%
HDV ISHARES TR 0.4%
Value ($000) $580 Shares 6,745 Est. Cost $84.34 Unrealized
XLU SELECT SECTOR SPDR TR 0.4%
Value ($000) $574 Shares 10,817 Est. Cost $47.15 Unrealized
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $515 Shares 7,068 Est. Cost $52.58 Unrealized +12.6%
CVX CHEVRON CORP 0.4%
Value ($000) $507 Shares 4,313 Est. Cost $67.83 Unrealized +12.3%
BLACKROCK ENHANCED EQT DIV T 0.4%
Value ($000) $488 Shares 53,821 Est. Cost $7.67 Unrealized
WMT WAL-MART STORES INC 0.3%
Value ($000) $484 Shares 6,193 Est. Cost $21.12 Unrealized +8.5%
PFE PFIZER INC 0.3%
Value ($000) $481 Shares 13,482 Est. Cost $20.39 Unrealized +9.1%
NUVEEN S&P 500 BUY-WRITE INC 0.3%
Value ($000) $471 Shares 33,699 Est. Cost $13.41 Unrealized
CSX CSX CORP 0.3%
Value ($000) $455 Shares 8,388 Est. Cost $7.79 Unrealized +96.5%
INTC INTEL CORP 0.3%
Value ($000) $445 Shares 11,682 Est. Cost $28.17 Unrealized +5.0%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $420 Shares 6,591 Est. Cost $45.09 Unrealized -4.4%
PPG PPG INDS INC 0.3%
Value ($000) $411 Shares 3,784 Est. Cost $84.70 Unrealized +7.5%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $390 Shares 7,882 Est. Cost $29.23 Unrealized +3.4%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $376 Shares 3,388 Est. Cost $53.75 Unrealized +40.0%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $316 Shares 3,307 Est. Cost $53.61 Unrealized +37.4%
LLY LILLY ELI & CO 0.2%
Value ($000) $314 Shares 3,670 Est. Cost $69.71 Unrealized +3.5%
IVE ISHARES TR 0.2%
Value ($000) $307 Shares 2,844 Est. Cost $88.91 Unrealized
WFC WELLS FARGO & CO 0.2%
Value ($000) $306 Shares 5,555 Est. Cost $40.54 Unrealized +3.9%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $295 Shares 2,034 Est. Cost $105.16 Unrealized -7.9%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $294 Shares 2,497 Est. Cost $85.00 Unrealized +7.0%
GIS GENERAL MLS INC 0.2%
Value ($000) $282 Shares 5,448 Est. Cost $40.46 Unrealized +0.6%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $282 Shares 2,128 Est. Cost $111.94 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $275 Shares 1 Est. Cost $265381.90 Unrealized 0.0%
MS MORGAN STANLEY 0.2%
Value ($000) $271 Shares 5,629 Est. Cost $29.14 Unrealized +24.4%
HD HOME DEPOT INC 0.2%
Value ($000) $271 Shares 1,657 Est. Cost $99.98 Unrealized +25.2%
CMCSA COMCAST CORP 0.2%
Value ($000) $268 Shares 6,956 Est. Cost $27.09 Unrealized +18.2%
DIS DISNEY WALT CO 0.2%
Value ($000) $261 Shares 2,650 Est. Cost $97.59 Unrealized -0.7%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $260 Shares 3,347 Est. Cost $59.98 Unrealized +11.6%
IJR ISHARES TR 0.2%
Value ($000) $246 Shares 3,320 Est. Cost $89.68 Unrealized
UNION BANKSHARES CORP NEW 0.2%
Value ($000) $234 Shares 6,622 Est. Cost $33.89 Unrealized
MMM 3M CO 0.2%
Value ($000) $224 Shares 1,067 Est. Cost $104.81 Unrealized +23.9%
NOBL PROSHARES TR 0.2%
Value ($000) $221 Shares 3,722 Est. Cost $54.73 Unrealized
BGC PARTNER 0.2%
Value ($000) $217 Shares 15,009 Est. Cost $10.26 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $216 Shares 1,105 Est. Cost $99.80 Unrealized +69.3%
BA BOEING CO 0.2%
Value ($000) $212 Shares 835 Est. Cost $124.38 Unrealized +77.2%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $209 Shares 1,797 Est. Cost $97.69 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $197 Shares 1,616 Est. Cost $103.24 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $197 Shares 2,423 Est. Cost $72.72 Unrealized -16.4%
IVW ISHARES TR 0.1%
Value ($000) $196 Shares 1,369 Est. Cost $115.53 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $188 Shares 2,421 Est. Cost $48.64 Unrealized +16.0%
DOWDUPONT INC 0.1%
Value ($000) $188 Shares 2,718 Est. Cost $69.17 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $186 Shares 1,219 Est. Cost $127.34 Unrealized
SSO PROSHARES TR 0.1%
Value ($000) $185 Shares 1,917 Est. Cost $63.59 Unrealized
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $180 Shares 2,560 Est. Cost $43.81 Unrealized +21.1%
HBAN HUNTINGTON BANCSHARES IN 0.1%
Value ($000) $178 Shares 12,731 Est. Cost $7.91 Unrealized +14.8%
D DOMINION RES INC VA 0.1%
Value ($000) $171 Shares 2,218 Est. Cost $44.59 Unrealized +20.3%
GOOGL ALPHABET INC 0.1%
Value ($000) $166 Shares 170 Est. Cost $36.55 Unrealized +28.8%
BAC BANK AMER CORP 0.1%
Value ($000) $161 Shares 6,344 Est. Cost $19.93 Unrealized +0.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $158 Shares 1,081 Est. Cost $19.76 Unrealized +50.4%
ENB ENBRIDGE INC 0.1%
Value ($000) $146 Shares 3,498 Est. Cost $24.73 Unrealized -1.6%
VYM VANGUARD WHITEHALL FDS INC 0.1%
Value ($000) $145 Shares 1,784 Est. Cost $73.95 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $144 Shares 4,289 Est. Cost $23.05 Unrealized +7.2%
FEDERAL REALTY INVT TR 0.1%
Value ($000) $138 Shares 1,110 Est. Cost $124.32 Unrealized
INGERSOLL-RAND PLC 0.1%
Value ($000) $138 Shares 1,553 Est. Cost $55.38 Unrealized
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $130 Shares 2,075 Est. Cost $62.65 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $127 Shares 388 Est. Cost $253.99 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $126 Shares 1,313 Est. Cost $72.44 Unrealized
DE DEERE & CO 0.1%
Value ($000) $126 Shares 1,000 Est. Cost $108.55 Unrealized 0.0%
IJS ISHARES TR 0.1%
Value ($000) $122 Shares 822 Est. Cost $108.48 Unrealized
GLW CORNING INC 0.1%
Value ($000) $120 Shares 4,000 Est. Cost $23.59 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $118 Shares 927 Est. Cost $99.35 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $117 Shares 122 Est. Cost $38.47 Unrealized +20.2%
SO SOUTHERN CO 0.1%
Value ($000) $117 Shares 2,384 Est. Cost $29.84 Unrealized +14.9%
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $116 Shares 2,801 Est. Cost $39.89 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $112 Shares 1,336 Est. Cost $55.80 Unrealized +9.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $112 Shares 1,221 Est. Cost $50.39 Unrealized +49.2%
V VISA INC COM 0.1%
Value ($000) $104 Shares 985 Est. Cost $72.17 Unrealized +32.6%
TWENTY FIRST CENTY FOX INC 0.1%
Value ($000) $104 Shares 4,025 Est. Cost $27.33 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $101 Shares 1,796 Est. Cost $43.92 Unrealized +19.5%
SPYG SPDR SERIES TRUST 0.1%
Value ($000) $101 Shares 812 Est. Cost $124.38 Unrealized
SLYG SPDR SERIES TRUST 0.1%
Value ($000) $100 Shares 440 Est. Cost $227.27 Unrealized
DEO DIAGEO P L C 0.1%
Value ($000) $100 Shares 753 Est. Cost $108.91 Unrealized
DLB DOLBY LABORATORIES INC 0.1%
Value ($000) $99 Shares 1,725 Est. Cost $40.14 Unrealized +16.3%
THOMSON REUTERS CORP 0.1%
Value ($000) $99 Shares 2,154 Est. Cost $45.96 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $97 Shares 1,600 Est. Cost $60.63 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $96 Shares 808 Est. Cost $98.06 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $94 Shares 613 Est. Cost $117.85 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $94 Shares 889 Est. Cost $85.49 Unrealized
INTERXION HOLDING N.V 0.1%
Value ($000) $91 Shares 1,783 Est. Cost $37.02 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $91 Shares 829 Est. Cost $68.12 Unrealized +31.5%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $88 Shares 2,173 Est. Cost $35.47 Unrealized -2.2%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $88 Shares 1,095 Est. Cost $52.64 Unrealized +16.4%
IJT ISHARES TR 0.1%
Value ($000) $86 Shares 524 Est. Cost $124.51 Unrealized
ACXIOM CORP 0.1%
Value ($000) $83 Shares 3,376 Est. Cost $21.92 Unrealized
PEOPLES UNITED FINANCIAL INC 0.1%
Value ($000) $80 Shares 4,432 Est. Cost $16.09 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $79 Shares 1,116 Est. Cost $60.68 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $78 Shares 510 Est. Cost $132.67 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $77 Shares 345 Est. Cost $223.19 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $74 Shares 486 Est. Cost $140.64 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $71 Shares 1,345 Est. Cost $45.33 Unrealized
POWERSHARES ETF TRUST 0.0%
Value ($000) $67 Shares 1,211 Est. Cost $45.57 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $62 Shares 544 Est. Cost $44.15 Unrealized 0.0%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $61 Shares 2,147 Est. Cost $28.41 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $59 Shares 475 Est. Cost $98.16 Unrealized
NORTHWEST NAT GAS CO 0.0%
Value ($000) $58 Shares 900 Est. Cost $64.44 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $58 Shares 312 Est. Cost $116.50 Unrealized +18.0%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $55 Shares 472 Est. Cost $108.17 Unrealized
UNILEVER PLC 0.0%
Value ($000) $55 Shares 941 Est. Cost $45.56 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $55 Shares 1,016 Est. Cost $31.48 Unrealized +32.9%
POWERSHARES QQQ TRUST 0.0%
Value ($000) $54 Shares 371 Est. Cost $122.65 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $54 Shares 764 Est. Cost $70.30 Unrealized
TWENTY FIRST CENTY FOX INC 0.0%
Value ($000) $53 Shares 2,012 Est. Cost $27.34 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $51 Shares 1,055 Est. Cost $32.82 Unrealized +33.9%
TAP MOLSON COORS BREWING CO 0.0%
Value ($000) $50 Shares 616 Est. Cost $69.85 Unrealized +1.1%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $49 Shares 817 Est. Cost $46.03 Unrealized 0.0%
EATON VANCE NATL MUN OPPORT 0.0%
Value ($000) $49 Shares 2,174 Est. Cost $21.54 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $48 Shares 417 Est. Cost $68.29 Unrealized +30.5%
STT STATE STR CORP 0.0%
Value ($000) $47 Shares 487 Est. Cost $72.18 Unrealized 0.0%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $46 Shares 394 Est. Cost $95.21 Unrealized +13.2%
PNC PNC FINL SVCS GROUP IN 0.0%
Value ($000) $46 Shares 339 Est. Cost $77.14 Unrealized +25.3%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $46 Shares 356 Est. Cost $123.94 Unrealized
ALLE ALLEGION PUB LTD CO 0.0%
Value ($000) $44 Shares 506 Est. Cost $57.16 Unrealized +27.8%
HON HONEYWELL INTL INC 0.0%
Value ($000) $44 Shares 310 Est. Cost $74.28 Unrealized +40.5%
SR SPIRE INC 0.0%
Value ($000) $44 Shares 590 Est. Cost $70.42 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $43 Shares 795 Est. Cost $49.18 Unrealized -6.1%
VEA VANGUARD TAX MANAGED INTL FD 0.0%
Value ($000) $42 Shares 966 Est. Cost $41.58 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $41 Shares 215 Est. Cost $119.60 Unrealized +42.5%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $41 Shares 455 Est. Cost $65.19 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $40 Shares 702 Est. Cost $30.07 Unrealized +23.6%
ACN ACCENTURE PLC IRELAND SHS 0.0%
Value ($000) $39 Shares 291 Est. Cost $114.67 Unrealized 0.0%
BND VANGUARD BD INDEX FD INC 0.0%
Value ($000) $38 Shares 467 Est. Cost $81.37 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $37 Shares 804 Est. Cost $31.87 Unrealized +6.8%
CLX CLOROX CO DEL 0.0%
Value ($000) $37 Shares 284 Est. Cost $93.27 Unrealized +13.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $36 Shares 443 Est. Cost $71.51 Unrealized -21.8%
AMZN AMAZON COM INC 0.0%
Value ($000) $36 Shares 37 Est. Cost $49.12 Unrealized 0.0%
PPL PPL CORP 0.0%
Value ($000) $34 Shares 890 Est. Cost $24.06 Unrealized +10.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $34 Shares 408 Est. Cost $46.40 Unrealized +49.1%
IJK ISHARES TR 0.0%
Value ($000) $34 Shares 167 Est. Cost $159.51 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $32 Shares 260 Est. Cost $103.96 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $32 Shares 154 Est. Cost $114.64 Unrealized +45.2%
MTB M & T BK CORP 0.0%
Value ($000) $32 Shares 200 Est. Cost $88.80 Unrealized +37.9%
BLACKROCK MUNIYIELD QLTY FD 0.0%
Value ($000) $31 Shares 2,178 Est. Cost $14.23 Unrealized
DELL TECHNOLOGIES INC 0.0%
Value ($000) $29 Shares 370 Est. Cost $65.95 Unrealized
HSBC HLDGS PLC 0.0%
Value ($000) $29 Shares 1,094 Est. Cost $25.98 Unrealized
PSK SPDR SERIES TRUST 0.0%
Value ($000) $29 Shares 658 Est. Cost $44.60 Unrealized
VV VANGUARD INDEX 0.0%
Value ($000) $28 Shares 240 Est. Cost $116.67 Unrealized
MDYV SPDR SERIES TRUST 0.0%
Value ($000) $27 Shares 268 Est. Cost $75.25 Unrealized
TIME WARNER INC 0.0%
Value ($000) $26 Shares 250 Est. Cost $65.84 Unrealized
KXI ISHARES TR 0.0%
Value ($000) $26 Shares 256 Est. Cost $101.56 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $26 Shares 282 Est. Cost $59.05 Unrealized +3.7%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $26 Shares 586 Est. Cost $41.41 Unrealized
MVV PROSHARES TR 0.0%
Value ($000) $26 Shares 238 Est. Cost $73.38 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $23 Shares 359 Est. Cost $36.78 Unrealized +32.7%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $22 Shares 1,182 Est. Cost $20.37 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $22 Shares 325 Est. Cost $67.69 Unrealized
IYE ISHARES TR 0.0%
Value ($000) $21 Shares 564 Est. Cost $37.23 Unrealized
BARCLAYS BANK PLC 0.0%
Value ($000) $21 Shares 800 Est. Cost $26.25 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $21 Shares 175 Est. Cost $120.00 Unrealized
BB&T CORP 0.0%
Value ($000) $19 Shares 403 Est. Cost $45.00 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $18 Shares 334 Est. Cost $50.90 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $16 Shares 250 Est. Cost $48.31 Unrealized -2.5%
AMERIGAS PARTNERS L P UNIT 0.0%
Value ($000) $15 Shares 338 Est. Cost $37.19 Unrealized
BLACKROCK HEALTH SCIENCES TR 0.0%
Value ($000) $15 Shares 403 Est. Cost $39.22 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $13 Shares 508 Est. Cost $27.96 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $12 Shares 240 Est. Cost $34.56 Unrealized 0.0%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $11 Shares 185 Est. Cost $59.78 Unrealized
RYDEX ETF TRUST 0.0%
Value ($000) $9 Shares 92 Est. Cost $86.96 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 194 Est. Cost $46.87 Unrealized
SPDR SERIES TRUST 0.0%
Value ($000) $9 Shares 246 Est. Cost $36.27 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $9 Shares 27 Est. Cost $333.33 Unrealized
VYX NCR CORP NEW 0.0%
Value ($000) $8 Shares 200 Est. Cost $22.99 Unrealized 0.0%
META FACEBOOK INC 0.0%
Value ($000) $7 Shares 39 Est. Cost $165.72 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $6 Shares 44 Est. Cost $117.50 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 90 Est. Cost $73.53 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $6 Shares 91 Est. Cost $65.93 Unrealized
AVADEL PHARMACEUTICALS PLC 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
POWERSHARES ETF TR 0.0%
Value ($000) $4 Shares 223 Est. Cost $18.10 Unrealized
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $4 Shares 96 Est. Cost $52.39 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $4 Shares 32 Est. Cost $125.00 Unrealized
TEX TEREX CORP 0.0%
Value ($000) $4 Shares 86 Est. Cost $20.97 Unrealized +88.6%
IYZ ISHARES TR 0.0%
Value ($000) $3 Shares 104 Est. Cost $30.83 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 86 Est. Cost $36.12 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 28 Est. Cost $36.99 Unrealized
FOOT LOCKER INC 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized