Jackson, Grant Investment Advisers, Inc. Diversified Active

CIK: 0001650300 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 14, 2018

Total Value ($000): $142,963 (100.0% shares, 0.0% debt)

Holdings (210)

SDY SPDR SERIES TRUST 11.8%
Value ($000) $16,911 Shares 185,425 Est. Cost $74.75 Unrealized
SPY SPDR S&P 500 ETF TR 11.2%
Value ($000) $16,000 Shares 60,802 Est. Cost $213.44 Unrealized
RYDEX ETF TRUST 9.7%
Value ($000) $13,830 Shares 139,022 Est. Cost $77.45 Unrealized
VO VANGUARD INDEX FDS 5.7%
Value ($000) $8,180 Shares 53,043 Est. Cost $120.57 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 5.3%
Value ($000) $7,601 Shares 75,220 Est. Cost $79.82 Unrealized
DVY ISHARES TR 4.4%
Value ($000) $6,318 Shares 66,424 Est. Cost $80.39 Unrealized
POWERSHARES ETF TR 4.0%
Value ($000) $5,683 Shares 120,984 Est. Cost $39.59 Unrealized
XLY SELECT SECTOR SPDR TR 2.5%
Value ($000) $3,512 Shares 34,675 Est. Cost $78.25 Unrealized
ABBV ABBVIE INC 2.4%
Value ($000) $3,443 Shares 36,371 Est. Cost $45.08 Unrealized +74.2%
AGG ISHARES TR 2.1%
Value ($000) $2,954 Shares 27,541 Est. Cost $109.47 Unrealized
IVV ISHARES TR 2.0%
Value ($000) $2,925 Shares 11,021 Est. Cost $204.88 Unrealized
XLV SELECT SECTOR SPDR TR 2.0%
Value ($000) $2,806 Shares 34,472 Est. Cost $71.83 Unrealized
PFF ISHARES TR 1.7%
Value ($000) $2,398 Shares 63,843 Est. Cost $38.95 Unrealized
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $2,228 Shares 17,386 Est. Cost $83.54 Unrealized +29.7%
T AT&T INC 1.3%
Value ($000) $1,862 Shares 52,218 Est. Cost $16.20 Unrealized -2.4%
XLF SELECT SECTOR SPDR TR 1.2%
Value ($000) $1,746 Shares 63,339 Est. Cost $23.33 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $1,733 Shares 18,989 Est. Cost $49.43 Unrealized +70.6%
VOO VANGUARD INDEX FDS 1.2%
Value ($000) $1,728 Shares 7,136 Est. Cost $210.07 Unrealized
IWO ISHARES TR 1.1%
Value ($000) $1,622 Shares 8,510 Est. Cost $140.26 Unrealized
NEAR ISHARES U S ETF TR 0.9%
Value ($000) $1,258 Shares 25,076 Est. Cost $50.27 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,234 Shares 16,538 Est. Cost $52.02 Unrealized +7.1%
TJX TJX COS INC 0.8%
Value ($000) $1,188 Shares 14,570 Est. Cost $30.92 Unrealized +14.8%
MCD MCDONALDS CORP 0.8%
Value ($000) $1,184 Shares 7,572 Est. Cost $89.38 Unrealized +52.9%
XLK SELECT SECTOR SPDR TR 0.8%
Value ($000) $1,155 Shares 17,659 Est. Cost $48.63 Unrealized
KO COCA COLA CO 0.8%
Value ($000) $1,101 Shares 25,357 Est. Cost $32.21 Unrealized +8.9%
XLP SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,062 Shares 20,181 Est. Cost $52.49 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $1,001 Shares 5,969 Est. Cost $27.09 Unrealized +49.2%
BRK/B BERKSHIRE HATHAWAY INC 0.7%
Value ($000) $966 Shares 4,845 Est. Cost $159.82 Unrealized +28.5%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $853 Shares 6,284 Est. Cost $136.51 Unrealized
IWM ISHARES TR 0.6%
Value ($000) $819 Shares 5,396 Est. Cost $127.77 Unrealized
EMR EMERSON ELEC CO 0.5%
Value ($000) $748 Shares 10,951 Est. Cost $48.53 Unrealized +21.5%
PEP PEPSICO INC 0.5%
Value ($000) $731 Shares 6,699 Est. Cost $74.02 Unrealized +20.6%
IWC ISHARES TR 0.5%
Value ($000) $685 Shares 7,128 Est. Cost $72.07 Unrealized
HDV ISHARES TR 0.4%
Value ($000) $642 Shares 7,600 Est. Cost $85.06 Unrealized
PG PROCTER & GAMBLE CO 0.4%
Value ($000) $637 Shares 8,029 Est. Cost $60.18 Unrealized +12.8%
ABT ABBOTT LABS 0.4%
Value ($000) $613 Shares 10,229 Est. Cost $39.43 Unrealized +33.3%
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $597 Shares 4,205 Est. Cost $126.09 Unrealized
WMT WAL-MART STORES INC 0.4%
Value ($000) $541 Shares 6,081 Est. Cost $21.12 Unrealized +34.2%
MRK MERCK & CO INC 0.4%
Value ($000) $530 Shares 9,729 Est. Cost $40.60 Unrealized +4.1%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $512 Shares 7,147 Est. Cost $52.58 Unrealized +13.6%
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $498 Shares 9,856 Est. Cost $47.15 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $496 Shares 9,516 Est. Cost $28.17 Unrealized +42.2%
MO ALTRIA GROUP INC 0.3%
Value ($000) $483 Shares 7,755 Est. Cost $29.48 Unrealized +24.0%
BLACKROCK ENHANCED EQT DIV T 0.3%
Value ($000) $480 Shares 55,028 Est. Cost $7.70 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $480 Shares 13,529 Est. Cost $20.50 Unrealized +18.2%
CSX CSX CORP 0.3%
Value ($000) $469 Shares 8,418 Est. Cost $7.79 Unrealized +115.6%
NUVEEN S&P 500 BUY-WRITE INC 0.3%
Value ($000) $437 Shares 32,801 Est. Cost $13.41 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $434 Shares 2,546 Est. Cost $135.53 Unrealized +6.6%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $396 Shares 6,264 Est. Cost $45.09 Unrealized +6.7%
DIS DISNEY WALT CO 0.3%
Value ($000) $375 Shares 3,733 Est. Cost $97.59 Unrealized +3.5%
CVX CHEVRON CORP 0.3%
Value ($000) $372 Shares 3,261 Est. Cost $68.12 Unrealized +24.8%
WFC WELLS FARGO & CO 0.2%
Value ($000) $355 Shares 6,780 Est. Cost $41.52 Unrealized +14.9%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $343 Shares 3,115 Est. Cost $55.85 Unrealized +63.7%
VYM VANGUARD WHITEHALL FDS INC 0.2%
Value ($000) $334 Shares 4,045 Est. Cost $80.43 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $328 Shares 6,863 Est. Cost $29.23 Unrealized +13.0%
DE DEERE & CO 0.2%
Value ($000) $320 Shares 2,061 Est. Cost $116.35 Unrealized +23.8%
IVE ISHARES TR 0.2%
Value ($000) $316 Shares 2,894 Est. Cost $89.20 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $314 Shares 4,229 Est. Cost $71.44 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $302 Shares 1,969 Est. Cost $105.16 Unrealized +2.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $299 Shares 1 Est. Cost $265381.90 Unrealized +16.1%
HD HOME DEPOT INC 0.2%
Value ($000) $297 Shares 1,669 Est. Cost $99.98 Unrealized +54.8%
LLY LILLY ELI & CO 0.2%
Value ($000) $288 Shares 3,719 Est. Cost $69.71 Unrealized +2.9%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $285 Shares 3,556 Est. Cost $60.26 Unrealized +11.7%
MS MORGAN STANLEY 0.2%
Value ($000) $279 Shares 5,172 Est. Cost $29.14 Unrealized +49.9%
GIS GENERAL MLS INC 0.2%
Value ($000) $274 Shares 6,092 Est. Cost $40.48 Unrealized +1.3%
IJR ISHARES TR 0.2%
Value ($000) $258 Shares 3,352 Est. Cost $89.68 Unrealized
NOBL PROSHARES TR 0.2%
Value ($000) $255 Shares 4,100 Est. Cost $55.54 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $250 Shares 2,268 Est. Cost $85.00 Unrealized +1.4%
UNION BANKSHARES CORP NEW 0.2%
Value ($000) $246 Shares 6,698 Est. Cost $33.89 Unrealized
CMCSA COMCAST CORP 0.2%
Value ($000) $242 Shares 7,085 Est. Cost $27.25 Unrealized +16.6%
SPYG SPDR SERIES TRUST 0.2%
Value ($000) $238 Shares 7,090 Est. Cost $43.70 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $238 Shares 1,112 Est. Cost $99.80 Unrealized +101.5%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $234 Shares 2,359 Est. Cost $53.75 Unrealized +27.8%
GENERAL ELECTRIC CO 0.2%
Value ($000) $231 Shares 17,103 Est. Cost $31.09 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $229 Shares 1,402 Est. Cost $22.44 Unrealized +41.2%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $228 Shares 1,814 Est. Cost $97.69 Unrealized
PPG PPG INDS INC 0.2%
Value ($000) $226 Shares 2,027 Est. Cost $84.70 Unrealized +17.5%
IVW ISHARES TR 0.2%
Value ($000) $215 Shares 1,383 Est. Cost $115.53 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $210 Shares 1,621 Est. Cost $103.24 Unrealized
MMM 3M CO 0.1%
Value ($000) $204 Shares 929 Est. Cost $106.32 Unrealized +41.2%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $201 Shares 1,225 Est. Cost $127.34 Unrealized
GLW CORNING INC 0.1%
Value ($000) $200 Shares 7,179 Est. Cost $24.31 Unrealized +2.1%
HBAN HUNTINGTON BANCSHARES IN 0.1%
Value ($000) $195 Shares 12,907 Est. Cost $7.91 Unrealized +39.2%
CSCO CISCO SYS INC 0.1%
Value ($000) $192 Shares 4,478 Est. Cost $23.41 Unrealized +42.9%
BAC BANK AMER CORP 0.1%
Value ($000) $191 Shares 6,358 Est. Cost $20.08 Unrealized +29.8%
SSO PROSHARES TR 0.1%
Value ($000) $182 Shares 1,730 Est. Cost $63.59 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $177 Shares 1,672 Est. Cost $79.45 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $176 Shares 170 Est. Cost $36.55 Unrealized +50.6%
DOWDUPONT INC 0.1%
Value ($000) $175 Shares 2,747 Est. Cost $69.17 Unrealized
BGC PARTNER 0.1%
Value ($000) $173 Shares 12,828 Est. Cost $10.30 Unrealized
THOMSON REUTERS CORP 0.1%
Value ($000) $156 Shares 4,034 Est. Cost $44.91 Unrealized
D DOMINION RES INC VA 0.1%
Value ($000) $151 Shares 2,237 Est. Cost $44.59 Unrealized +16.5%
TWENTY FIRST CENTY FOX INC 0.1%
Value ($000) $146 Shares 4,025 Est. Cost $27.33 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $146 Shares 2,677 Est. Cost $49.94 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $140 Shares 136 Est. Cost $40.15 Unrealized +36.5%
V VISA INC COM 0.1%
Value ($000) $138 Shares 1,150 Est. Cost $78.28 Unrealized +46.6%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $134 Shares 391 Est. Cost $253.99 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $134 Shares 2,145 Est. Cost $48.64 Unrealized +0.7%
INGERSOLL-RAND PLC 0.1%
Value ($000) $133 Shares 1,553 Est. Cost $55.38 Unrealized
FEDERAL REALTY INVT TR 0.1%
Value ($000) $130 Shares 1,119 Est. Cost $124.32 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $128 Shares 1,071 Est. Cost $104.31 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $125 Shares 831 Est. Cost $108.48 Unrealized
POWERSHARES QQQ TRUST 0.1%
Value ($000) $124 Shares 774 Est. Cost $140.19 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $123 Shares 783 Est. Cost $130.85 Unrealized +4.6%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $122 Shares 942 Est. Cost $99.74 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $117 Shares 1,231 Est. Cost $50.39 Unrealized +60.2%
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $113 Shares 2,815 Est. Cost $39.89 Unrealized
INTERXION HOLDING N.V 0.1%
Value ($000) $111 Shares 1,783 Est. Cost $37.02 Unrealized
DLB DOLBY LABORATORIES INC 0.1%
Value ($000) $110 Shares 1,734 Est. Cost $40.14 Unrealized +43.5%
DEO DIAGEO P L C 0.1%
Value ($000) $104 Shares 767 Est. Cost $109.59 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $104 Shares 1,823 Est. Cost $43.92 Unrealized +33.2%
SLYG SPDR SERIES TRUST 0.1%
Value ($000) $102 Shares 440 Est. Cost $227.27 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $98 Shares 899 Est. Cost $85.49 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $96 Shares 621 Est. Cost $117.85 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $95 Shares 2,170 Est. Cost $42.59 Unrealized +0.5%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $95 Shares 837 Est. Cost $68.12 Unrealized +44.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $94 Shares 1,619 Est. Cost $48.78 Unrealized -0.1%
SYK STRYKER CORP 0.1%
Value ($000) $92 Shares 573 Est. Cost $139.59 Unrealized +5.9%
IJT ISHARES TR 0.1%
Value ($000) $92 Shares 528 Est. Cost $124.51 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $91 Shares 2,185 Est. Cost $35.47 Unrealized +1.1%
EFA ISHARES TR 0.1%
Value ($000) $89 Shares 1,273 Est. Cost $69.93 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $87 Shares 507 Est. Cost $141.74 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $87 Shares 1,114 Est. Cost $52.64 Unrealized +11.1%
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $86 Shares 1,257 Est. Cost $43.81 Unrealized +16.4%
IWF ISHARES TR 0.1%
Value ($000) $86 Shares 634 Est. Cost $107.19 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $84 Shares 348 Est. Cost $223.19 Unrealized
PEOPLES UNITED FINANCIAL INC 0.1%
Value ($000) $83 Shares 4,432 Est. Cost $16.09 Unrealized
ACXIOM CORP 0.1%
Value ($000) $77 Shares 3,376 Est. Cost $21.92 Unrealized
USB US BANCORP DE 0.1%
Value ($000) $76 Shares 1,513 Est. Cost $39.05 Unrealized +2.2%
TWENTY FIRST CENTY FOX INC 0.1%
Value ($000) $74 Shares 2,012 Est. Cost $27.34 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $69 Shares 48 Est. Cost $54.25 Unrealized +31.8%
POWERSHARES ETF TRUST 0.0%
Value ($000) $69 Shares 1,215 Est. Cost $45.57 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $63 Shares 1,419 Est. Cost $29.92 Unrealized +7.5%
IWS ISHARES TR 0.0%
Value ($000) $63 Shares 725 Est. Cost $88.64 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $62 Shares 1,027 Est. Cost $31.48 Unrealized +56.5%
CWT CALIFORNIA WTR SVC GROUP 0.0%
Value ($000) $60 Shares 1,608 Est. Cost $36.64 Unrealized -7.0%
BA BOEING CO 0.0%
Value ($000) $58 Shares 176 Est. Cost $124.38 Unrealized +159.6%
UNP UNION PAC CORP 0.0%
Value ($000) $56 Shares 419 Est. Cost $68.29 Unrealized +65.6%
AQUA AMERICA INC 0.0%
Value ($000) $55 Shares 1,620 Est. Cost $39.11 Unrealized
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $54 Shares 483 Est. Cost $108.30 Unrealized
UNILEVER PLC 0.0%
Value ($000) $53 Shares 956 Est. Cost $45.56 Unrealized
PNC PNC FINL SVCS GROUP IN 0.0%
Value ($000) $52 Shares 343 Est. Cost $77.14 Unrealized +53.2%
NORTHWEST NAT GAS CO 0.0%
Value ($000) $52 Shares 908 Est. Cost $64.44 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $50 Shares 403 Est. Cost $119.40 Unrealized
BLACKROCK INC 0.0%
Value ($000) $50 Shares 91 Est. Cost $549.45 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $50 Shares 467 Est. Cost $120.62 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $49 Shares 823 Est. Cost $46.03 Unrealized -2.5%
ORCL ORACLE CORP 0.0%
Value ($000) $49 Shares 1,063 Est. Cost $32.82 Unrealized +34.8%
STT STATE STR CORP 0.0%
Value ($000) $49 Shares 489 Est. Cost $72.18 Unrealized +13.5%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $48 Shares 458 Est. Cost $65.19 Unrealized +33.2%
ACN ACCENTURE PLC IRELAND SHS 0.0%
Value ($000) $45 Shares 291 Est. Cost $114.67 Unrealized +22.8%
HON HONEYWELL INTL INC 0.0%
Value ($000) $45 Shares 313 Est. Cost $74.28 Unrealized +58.2%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $43 Shares 394 Est. Cost $95.21 Unrealized +14.3%
ALLE ALLEGION PUB LTD CO 0.0%
Value ($000) $43 Shares 506 Est. Cost $57.16 Unrealized +33.1%
VEA VANGUARD TAX MANAGED INTL FD 0.0%
Value ($000) $43 Shares 975 Est. Cost $41.58 Unrealized
SR SPIRE INC 0.0%
Value ($000) $43 Shares 598 Est. Cost $70.42 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $43 Shares 921 Est. Cost $43.31 Unrealized
VXUS VANGUARD STAR FD 0.0%
Value ($000) $39 Shares 685 Est. Cost $56.93 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $38 Shares 288 Est. Cost $93.27 Unrealized +14.5%
BND VANGUARD BD INDEX FD INC 0.0%
Value ($000) $38 Shares 470 Est. Cost $81.37 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $37 Shares 241 Est. Cost $132.67 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $37 Shares 168 Est. Cost $159.51 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $36 Shares 261 Est. Cost $103.96 Unrealized +13.1%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $35 Shares 450 Est. Cost $55.80 Unrealized +0.4%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $34 Shares 156 Est. Cost $114.64 Unrealized +58.8%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $34 Shares 450 Est. Cost $71.51 Unrealized -17.6%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $34 Shares 412 Est. Cost $46.40 Unrealized +57.0%
SRE SEMPRA ENERGY 0.0%
Value ($000) $30 Shares 274 Est. Cost $44.15 Unrealized -5.3%
VV VANGUARD INDEX 0.0%
Value ($000) $29 Shares 242 Est. Cost $116.67 Unrealized
PSK SPDR SERIES TRUST 0.0%
Value ($000) $29 Shares 674 Est. Cost $44.58 Unrealized
HSBC HLDGS PLC 0.0%
Value ($000) $29 Shares 1,127 Est. Cost $25.98 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $28 Shares 905 Est. Cost $24.73 Unrealized -13.1%
RLJ LODGING TR 0.0%
Value ($000) $28 Shares 1,121 Est. Cost $26.76 Unrealized
MDYV SPDR SERIES TRUST 0.0%
Value ($000) $27 Shares 273 Est. Cost $75.56 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $27 Shares 154 Est. Cost $163.70 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $27 Shares 286 Est. Cost $59.05 Unrealized +21.0%
FFTY INNOVATOR ETFS 0.0%
Value ($000) $25 Shares 747 Est. Cost $33.47 Unrealized
MVV PROSHARES TR 0.0%
Value ($000) $24 Shares 202 Est. Cost $73.38 Unrealized
TIME WARNER INC 0.0%
Value ($000) $24 Shares 252 Est. Cost $65.84 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $24 Shares 108 Est. Cost $119.60 Unrealized +77.1%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $23 Shares 365 Est. Cost $36.91 Unrealized +30.7%
BB&T CORP 0.0%
Value ($000) $21 Shares 408 Est. Cost $45.00 Unrealized
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $21 Shares 1,184 Est. Cost $20.37 Unrealized
BARCLAYS BANK PLC 0.0%
Value ($000) $21 Shares 800 Est. Cost $26.25 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $20 Shares 340 Est. Cost $50.99 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $19 Shares 175 Est. Cost $120.00 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $18 Shares 312 Est. Cost $57.69 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $18 Shares 222 Est. Cost $81.08 Unrealized
DELL TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 222 Est. Cost $65.95 Unrealized
DWX SPDR INDEX SHS FDS 0.0%
Value ($000) $13 Shares 320 Est. Cost $40.88 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $12 Shares 186 Est. Cost $59.78 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $12 Shares 241 Est. Cost $34.56 Unrealized +6.2%
RYDEX ETF TRUST 0.0%
Value ($000) $10 Shares 92 Est. Cost $86.96 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $10 Shares 196 Est. Cost $46.87 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $10 Shares 102 Est. Cost $68.12 Unrealized +6.4%
SPDR SERIES TRUST 0.0%
Value ($000) $9 Shares 253 Est. Cost $36.26 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $7 Shares 111 Est. Cost $55.74 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $7 Shares 45 Est. Cost $118.35 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 91 Est. Cost $73.44 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $6 Shares 92 Est. Cost $65.93 Unrealized
POWERSHARES ETF TR 0.0%
Value ($000) $4 Shares 227 Est. Cost $18.10 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $4 Shares 33 Est. Cost $124.89 Unrealized
IYZ ISHARES TR 0.0%
Value ($000) $3 Shares 107 Est. Cost $30.78 Unrealized
VYX NCR CORP NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.99 Unrealized -8.4%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 88 Est. Cost $36.07 Unrealized
TEX TEREX CORP 0.0%
Value ($000) $3 Shares 87 Est. Cost $21.23 Unrealized +104.3%
AVADEL PHARMACEUTICALS PLC 0.0%
Value ($000) $2 Shares 250 Est. Cost $10.00 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 28 Est. Cost $36.99 Unrealized
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $1 Shares 21 Est. Cost $51.90 Unrealized
FOOT LOCKER INC 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized