Poehling Capital Management, INC. Diversified Active

CIK: 0001730815 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 14, 2018

Total Value ($000): $123,835 (100.0% shares, 0.0% debt)

Holdings (310)

BRK/B BERKSHIRE HATHAWAY 8.0%
Value ($000) $9,944 Shares 49,852 Est. Cost $189.88 Unrealized +8.1%
MSFT MICROSOFT CORP 3.6%
Value ($000) $4,447 Shares 48,724 Est. Cost $75.26 Unrealized +12.0%
GILD GILEAD SCIENCES INC 2.5%
Value ($000) $3,101 Shares 41,137 Est. Cost $55.90 Unrealized +5.4%
CNDT CONDUENT INCORPORATE 2.5%
Value ($000) $3,096 Shares 166,070 Est. Cost $17.60 Unrealized 0.0%
AMG AFFILIATED MANAGERS 2.4%
Value ($000) $2,985 Shares 15,744 Est. Cost $188.42 Unrealized +0.6%
V VISA INC 2.3%
Value ($000) $2,883 Shares 24,103 Est. Cost $104.38 Unrealized +9.9%
FIRST DATA CORP NEW 2.3%
Value ($000) $2,848 Shares 177,975 Est. Cost $16.00 Unrealized
FRFHF FAIRFAX FINANCIAL HL F 2.2%
Value ($000) $2,740 Shares 5,408 Est. Cost $452.48 Unrealized -1.6%
PEP PEPSICO INCORPORATED 2.1%
Value ($000) $2,541 Shares 23,277 Est. Cost $88.99 Unrealized +0.3%
PK PARK HOTELS & RESORT 2.0%
Value ($000) $2,526 Shares 93,483 Est. Cost $27.80 Unrealized
BAC BANK OF AMERICA CORP 1.8%
Value ($000) $2,188 Shares 72,942 Est. Cost $22.78 Unrealized +14.4%
CVS CVS HEALTH CORP 1.7%
Value ($000) $2,130 Shares 34,241 Est. Cost $55.94 Unrealized -0.2%
PLAYA HOTELS & RES F 1.7%
Value ($000) $2,101 Shares 205,545 Est. Cost $10.64 Unrealized
CAR AVIS BUDGET GROUP 1.7%
Value ($000) $2,094 Shares 44,701 Est. Cost $37.79 Unrealized +13.2%
WALGREENS BOOTS ALLI 1.7%
Value ($000) $2,089 Shares 31,906 Est. Cost $71.32 Unrealized
AIG AMERICAN INTL GROUP 1.7%
Value ($000) $2,066 Shares 37,967 Est. Cost $49.24 Unrealized -2.4%
STERICYCLE INC 1.7%
Value ($000) $2,063 Shares 35,255 Est. Cost $60.42 Unrealized
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $2,041 Shares 15,925 Est. Cost $110.95 Unrealized -2.3%
SYF SYNCHRONY FINANCIAL 1.6%
Value ($000) $2,033 Shares 60,625 Est. Cost $28.01 Unrealized +8.9%
BRSL INTL GAME TECH F 1.6%
Value ($000) $2,018 Shares 75,490 Est. Cost $17.30 Unrealized 0.0%
BK BANK OF NY MELLON CO 1.6%
Value ($000) $2,002 Shares 38,846 Est. Cost $42.65 Unrealized +4.9%
IVZ INVESCO LTD F 1.6%
Value ($000) $1,983 Shares 61,955 Est. Cost $23.89 Unrealized -1.1%
FBIZ FIRST BUSINESS FINL 1.6%
Value ($000) $1,971 Shares 78,327 Est. Cost $18.08 Unrealized +7.1%
LEGG MASON INC 1.6%
Value ($000) $1,921 Shares 47,260 Est. Cost $41.99 Unrealized
TGT TARGET CORPORATION 1.5%
Value ($000) $1,877 Shares 27,031 Est. Cost $48.06 Unrealized +21.6%
ADNT ADIENT PLC F 1.5%
Value ($000) $1,871 Shares 31,305 Est. Cost $75.52 Unrealized -12.6%
AN AUTONATION INC 1.4%
Value ($000) $1,774 Shares 37,930 Est. Cost $50.73 Unrealized +5.4%
HALYARD HEALTH INC 1.4%
Value ($000) $1,753 Shares 38,048 Est. Cost $46.17 Unrealized
EXPRESS SCRIPTS HLDG 1.4%
Value ($000) $1,738 Shares 25,154 Est. Cost $69.09 Unrealized
PYPL PAYPAL HOLDINGS INCO 1.3%
Value ($000) $1,631 Shares 21,498 Est. Cost $72.14 Unrealized +9.7%
DFIN DONNELLEY FINANCIAL 1.1%
Value ($000) $1,412 Shares 82,210 Est. Cost $20.44 Unrealized -4.7%
AAPL APPLE INC 1.1%
Value ($000) $1,366 Shares 8,142 Est. Cost $39.78 Unrealized +1.6%
MPC MARATHON PETE CORP 1.1%
Value ($000) $1,307 Shares 17,875 Est. Cost $47.48 Unrealized +13.2%
HLT HILTON WORLDWIDE HLD 1.0%
Value ($000) $1,270 Shares 16,122 Est. Cost $72.05 Unrealized +10.9%
C CITIGROUP INC 1.0%
Value ($000) $1,234 Shares 18,287 Est. Cost $56.58 Unrealized +1.9%
BGS B & G FOODS INC 0.9%
Value ($000) $1,159 Shares 48,900 Est. Cost $16.42 Unrealized -6.6%
DIVERSIFIED RESTAURA 0.9%
Value ($000) $1,100 Shares 814,825 Est. Cost $1.58 Unrealized
PG PROCTER & GAMBLE 0.9%
Value ($000) $1,094 Shares 13,800 Est. Cost $72.65 Unrealized -6.6%
GLRE GREENLIGHT CAPITAL F 0.9%
Value ($000) $1,079 Shares 67,198 Est. Cost $21.74 Unrealized -16.4%
LEUCADIA NATIONAL CO 0.8%
Value ($000) $1,022 Shares 44,950 Est. Cost $26.48 Unrealized
L LOEWS CORPORATION 0.8%
Value ($000) $1,018 Shares 20,470 Est. Cost $47.67 Unrealized +2.4%
PATTERSON COMPANIES 0.8%
Value ($000) $1,016 Shares 45,710 Est. Cost $23.09 Unrealized
EBAY EBAY INC 0.8%
Value ($000) $1,011 Shares 25,125 Est. Cost $33.03 Unrealized +11.5%
GS GOLDMAN SACHS GROUP 0.8%
Value ($000) $1,009 Shares 4,005 Est. Cost $205.31 Unrealized +6.4%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $970 Shares 8,820 Est. Cost $81.33 Unrealized +12.4%
BUD ANHEUSER-BUSCH INBEV F 0.7%
Value ($000) $926 Shares 8,425 Est. Cost $109.91 Unrealized
MET METLIFE INC 0.7%
Value ($000) $877 Shares 19,103 Est. Cost $39.89 Unrealized -7.2%
MA MASTERCARD INC 0.7%
Value ($000) $848 Shares 4,843 Est. Cost $142.19 Unrealized +15.1%
FAST FASTENAL CO 0.7%
Value ($000) $828 Shares 15,175 Est. Cost $10.04 Unrealized +11.8%
ABBV ABBVIE INC 0.6%
Value ($000) $780 Shares 8,240 Est. Cost $66.89 Unrealized +17.4%
LIBERTY TAX INC 0.6%
Value ($000) $775 Shares 76,749 Est. Cost $10.10 Unrealized
CREDIT SUISSE GRP AG F 0.6%
Value ($000) $742 Shares 44,222 Est. Cost $17.82 Unrealized
LIBERTY MEDIA CORP 0.6%
Value ($000) $741 Shares 32,476 Est. Cost $22.22 Unrealized
GENERAL ELECTRIC CO 0.6%
Value ($000) $712 Shares 52,802 Est. Cost $17.32 Unrealized
RITE AID CORPORATION 0.6%
Value ($000) $712 Shares 423,540 Est. Cost $1.97 Unrealized
MDLZ MONDELEZ INTL 0.6%
Value ($000) $708 Shares 16,977 Est. Cost $34.50 Unrealized +3.9%
DEL TACO RESTAURANTS 0.6%
Value ($000) $695 Shares 67,080 Est. Cost $10.36 Unrealized
PM PHILIP MORRIS INTL 0.5%
Value ($000) $679 Shares 6,834 Est. Cost $69.58 Unrealized -1.3%
INTC INTEL CORPORATION 0.5%
Value ($000) $580 Shares 11,136 Est. Cost $36.62 Unrealized +9.4%
TAP MOLSON COORS BREWING 0.5%
Value ($000) $558 Shares 7,407 Est. Cost $65.25 Unrealized -0.6%
PSX PHILLIPS 66 0.4%
Value ($000) $541 Shares 5,638 Est. Cost $69.29 Unrealized +3.1%
VUG VANGUARD GROWTH ETF 0.4%
Value ($000) $497 Shares 3,500 Est. Cost $140.57 Unrealized
BEN FRANKLIN RESOURCES 0.4%
Value ($000) $492 Shares 14,188 Est. Cost $27.68 Unrealized -5.4%
JCI JOHNSON CTLS INTL F 0.4%
Value ($000) $482 Shares 13,690 Est. Cost $32.46 Unrealized -2.1%
PZZA PAPA JOHNS INTL INC 0.4%
Value ($000) $468 Shares 8,170 Est. Cost $49.64 Unrealized -0.0%
MKL MARKEL CORP 0.4%
Value ($000) $467 Shares 399 Est. Cost $1093.18 Unrealized +3.0%
MMM 3M COMPANY 0.4%
Value ($000) $450 Shares 2,050 Est. Cost $148.86 Unrealized +0.9%
DISCOVERY COMMUNICAT 0.4%
Value ($000) $447 Shares 20,880 Est. Cost $22.40 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $440 Shares 5,891 Est. Cost $57.12 Unrealized -2.4%
NVS NOVARTIS AG F 0.3%
Value ($000) $432 Shares 5,345 Est. Cost $84.00 Unrealized
RIG TRANSOCEAN INC NEW F 0.3%
Value ($000) $427 Shares 43,110 Est. Cost $10.38 Unrealized -0.8%
MUSA MURPHY USA INC 0.3%
Value ($000) $416 Shares 5,713 Est. Cost $73.43 Unrealized +3.3%
MICHAELS COMPANIES 0.3%
Value ($000) $399 Shares 20,235 Est. Cost $24.21 Unrealized
HANESBRANDS INC 0.3%
Value ($000) $397 Shares 21,555 Est. Cost $20.93 Unrealized
KBE SPDR S&P BANK ETF 0.3%
Value ($000) $392 Shares 8,179 Est. Cost $47.37 Unrealized
WMT WAL-MART STORES 0.3%
Value ($000) $366 Shares 4,112 Est. Cost $26.82 Unrealized +5.7%
MS MORGAN STANLEY 0.3%
Value ($000) $359 Shares 6,652 Est. Cost $39.73 Unrealized +10.0%
BLACKROCK INC 0.3%
Value ($000) $352 Shares 650 Est. Cost $514.86 Unrealized
KSS KOHLS CORP 0.3%
Value ($000) $346 Shares 5,275 Est. Cost $46.03 Unrealized +37.9%
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $320 Shares 3,100 Est. Cost $106.45 Unrealized
PFG PRINCIPAL FINANCIAL 0.3%
Value ($000) $312 Shares 5,115 Est. Cost $50.32 Unrealized -3.8%
VZ VERIZON COMMUNICATN 0.2%
Value ($000) $302 Shares 6,322 Est. Cost $31.99 Unrealized +3.2%
XLF SELECT STR FINANCIAL 0.2%
Value ($000) $296 Shares 10,724 Est. Cost $27.87 Unrealized
HGV HILTON GRAND VACATIO 0.2%
Value ($000) $276 Shares 6,420 Est. Cost $40.68 Unrealized +7.7%
AMZN AMAZON COM INC 0.2%
Value ($000) $266 Shares 184 Est. Cost $65.15 Unrealized +9.8%
VYM VANGUARD HIGH DIVIDEND 0.2%
Value ($000) $241 Shares 2,926 Est. Cost $85.78 Unrealized
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $225 Shares 7,071 Est. Cost $21.50 Unrealized +12.5%
MCD MC DONALDS CORP 0.2%
Value ($000) $222 Shares 1,417 Est. Cost $138.48 Unrealized -1.3%
VNQ VANGUARD REAL ESTATE 0.2%
Value ($000) $207 Shares 2,747 Est. Cost $83.00 Unrealized
WPC W.P. CAREY INC. 0.2%
Value ($000) $204 Shares 3,285 Est. Cost $68.80 Unrealized
GOOG ALPHABET INC. 0.2%
Value ($000) $202 Shares 196 Est. Cost $50.73 Unrealized +8.0%
HD HOME DEPOT INC 0.2%
Value ($000) $201 Shares 1,125 Est. Cost $141.67 Unrealized +9.2%
NATIONAL OILWELL VAR 0.2%
Value ($000) $197 Shares 5,352 Est. Cost $36.06 Unrealized
GERN GERON CORP 0.2%
Value ($000) $193 Shares 45,500 Est. Cost $2.09 Unrealized +29.5%
TROW T ROWE PRICE GROUP 0.1%
Value ($000) $184 Shares 1,705 Est. Cost $71.75 Unrealized +14.8%
MRK MERCK & CO INC 0.1%
Value ($000) $183 Shares 3,364 Est. Cost $43.00 Unrealized -1.7%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $181 Shares 1,229 Est. Cost $148.09 Unrealized
AEGON N V F 0.1%
Value ($000) $163 Shares 24,141 Est. Cost $6.32 Unrealized
IWR ISHARES RUSSELL MID CAP 0.1%
Value ($000) $159 Shares 769 Est. Cost $208.06 Unrealized
KKR & CO LP LP 0.1%
Value ($000) $155 Shares 7,660 Est. Cost $21.02 Unrealized
BP BP PLC F 0.1%
Value ($000) $152 Shares 3,750 Est. Cost $42.13 Unrealized
CANADIAN PAC RAILWAY F 0.1%
Value ($000) $141 Shares 800 Est. Cost $182.50 Unrealized
UNH UNITEDHEALTH GRP INC 0.1%
Value ($000) $138 Shares 645 Est. Cost $188.28 Unrealized +6.8%
AVON PRODUCTS INC 0.1%
Value ($000) $137 Shares 48,115 Est. Cost $2.15 Unrealized
SON SONOCO PRODUCTS CO 0.1%
Value ($000) $132 Shares 2,726 Est. Cost $39.65 Unrealized -2.3%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $129 Shares 1,174 Est. Cost $87.32 Unrealized -1.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $128 Shares 2,163 Est. Cost $39.65 Unrealized +10.3%
IBM IBM CORP 0.1%
Value ($000) $123 Shares 799 Est. Cost $102.11 Unrealized +5.1%
UNITED TECHNOLOGIES 0.1%
Value ($000) $117 Shares 931 Est. Cost $127.82 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $110 Shares 1,767 Est. Cost $36.64 Unrealized -0.2%
AMGN AMGEN INC. 0.1%
Value ($000) $109 Shares 640 Est. Cost $139.08 Unrealized +3.8%
EOG EOG RESOURCES INC 0.1%
Value ($000) $105 Shares 1,000 Est. Cost $75.40 Unrealized +7.2%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $97 Shares 720 Est. Cost $102.15 Unrealized +10.7%
NSC NORFOLK SOUTHERN CO 0.1%
Value ($000) $93 Shares 684 Est. Cost $113.99 Unrealized +7.6%
CVX CHEVRON CORPORATION 0.1%
Value ($000) $91 Shares 794 Est. Cost $83.68 Unrealized +1.6%
XEL XCEL ENERGY INC 0.1%
Value ($000) $90 Shares 1,986 Est. Cost $38.57 Unrealized -9.4%
USB U S BANCORP 0.1%
Value ($000) $89 Shares 1,769 Est. Cost $39.05 Unrealized +2.2%
PFE PFIZER INCORPORATED 0.1%
Value ($000) $84 Shares 2,360 Est. Cost $23.80 Unrealized +1.8%
SYK STRYKER CORP 0.1%
Value ($000) $84 Shares 520 Est. Cost $139.59 Unrealized +5.9%
BHF BRIGHTHOUSE FINANCIA 0.1%
Value ($000) $83 Shares 1,610 Est. Cost $59.17 Unrealized -2.4%
CRM SALESFORCE COM 0.1%
Value ($000) $81 Shares 700 Est. Cost $104.33 Unrealized +8.7%
COST COSTCO WHOLESALE CO 0.1%
Value ($000) $81 Shares 432 Est. Cost $154.45 Unrealized +9.6%
MDT MEDTRONIC PLC F 0.1%
Value ($000) $76 Shares 950 Est. Cost $67.32 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $76 Shares 900 Est. Cost $72.11 Unrealized +3.9%
T A T & T INC 0.1%
Value ($000) $75 Shares 2,093 Est. Cost $15.31 Unrealized +3.3%
NKE NIKE INC 0.1%
Value ($000) $70 Shares 1,050 Est. Cost $53.27 Unrealized +11.9%
CELGENE CORP 0.1%
Value ($000) $70 Shares 785 Est. Cost $104.57 Unrealized
EL ESTEE LAUDERCO INC 0.1%
Value ($000) $65 Shares 436 Est. Cost $108.54 Unrealized +15.6%
HOSTESS BRANDS INC 0.0%
Value ($000) $61 Shares 4,115 Est. Cost $14.81 Unrealized
VHT VANGUARD HEALTH CARE 0.0%
Value ($000) $61 Shares 400 Est. Cost $155.00 Unrealized
DOV DOVER CORPORATION 0.0%
Value ($000) $61 Shares 625 Est. Cost $68.12 Unrealized +6.4%
FIS FIDELITY NATL INFO 0.0%
Value ($000) $60 Shares 628 Est. Cost $81.15 Unrealized +4.7%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $57 Shares 1,340 Est. Cost $48.55 Unrealized -1.4%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $56 Shares 941 Est. Cost $48.83 Unrealized +7.7%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $56 Shares 500 Est. Cost $112.00 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value ($000) $55 Shares 998 Est. Cost $49.42 Unrealized +3.0%
DEO DIAGEO PLC F 0.0%
Value ($000) $54 Shares 400 Est. Cost $145.00 Unrealized
GOOGL ALPHABET INC. 0.0%
Value ($000) $54 Shares 52 Est. Cost $51.38 Unrealized +7.1%
DLR DIGITAL REALTY TRUST 0.0%
Value ($000) $53 Shares 500 Est. Cost $80.05 Unrealized 0.0%
IP INTERNATIONAL PAPER 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $37.59 Unrealized +4.3%
UPS UNITED PARCEL SRVC 0.0%
Value ($000) $52 Shares 500 Est. Cost $85.86 Unrealized -0.5%
WEC W E C ENERGY GROUP I 0.0%
Value ($000) $51 Shares 811 Est. Cost $48.22 Unrealized 0.0%
PFF ISHARES U.S. PREFERRED 0.0%
Value ($000) $51 Shares 1,350 Est. Cost $37.78 Unrealized
GLAXOSMITHKLINE PLC F 0.0%
Value ($000) $50 Shares 1,277 Est. Cost $35.24 Unrealized
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $49 Shares 225 Est. Cost $175.52 Unrealized +15.8%
CMI CUMMINS INC 0.0%
Value ($000) $49 Shares 300 Est. Cost $138.21 Unrealized +1.1%
MAIN MAIN STREET CAPITAL 0.0%
Value ($000) $48 Shares 1,300 Est. Cost $37.46 Unrealized 0.0%
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $48 Shares 1,930 Est. Cost $18.46 Unrealized +2.3%
HLTHCARE TR OF AMER 0.0%
Value ($000) $48 Shares 1,800 Est. Cost $26.67 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $47 Shares 780 Est. Cost $45.82 Unrealized +7.5%
CONTINENTAL RESOURCE 0.0%
Value ($000) $47 Shares 800 Est. Cost $52.50 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $47 Shares 950 Est. Cost $37.43 Unrealized 0.0%
TIME WARNER INC 0.0%
Value ($000) $47 Shares 500 Est. Cost $90.91 Unrealized
DOMTAR CORPORATION F 0.0%
Value ($000) $47 Shares 1,100 Est. Cost $49.09 Unrealized
PII POLARIS INDUSTRIES 0.0%
Value ($000) $46 Shares 400 Est. Cost $118.67 Unrealized +1.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $45 Shares 775 Est. Cost $47.55 Unrealized +2.4%
CAT CATERPILLAR INC 0.0%
Value ($000) $44 Shares 300 Est. Cost $121.90 Unrealized +9.2%
TEVA TEVA PHARM INDS LTD F 0.0%
Value ($000) $43 Shares 2,500 Est. Cost $18.80 Unrealized
UNILEVER PLC F 0.0%
Value ($000) $42 Shares 750 Est. Cost $56.00 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $42 Shares 675 Est. Cost $51.10 Unrealized -4.2%
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $41 Shares 400 Est. Cost $76.66 Unrealized +0.6%
AWR AMERICAN STATES WTR 0.0%
Value ($000) $40 Shares 750 Est. Cost $47.02 Unrealized -0.8%
ALLETE INC 0.0%
Value ($000) $39 Shares 539 Est. Cost $74.21 Unrealized
TAILORED BRANDS INC 0.0%
Value ($000) $38 Shares 1,500 Est. Cost $22.00 Unrealized
SLB SCHLUMBERGER LTD F 0.0%
Value ($000) $37 Shares 575 Est. Cost $51.22 Unrealized +8.8%
CCL CARNIVAL CORP F 0.0%
Value ($000) $36 Shares 550 Est. Cost $60.75 Unrealized +3.3%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $35 Shares 950 Est. Cost $26.10 Unrealized +4.4%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $35 Shares 825 Est. Cost $27.97 Unrealized +19.6%
DE DEERE & CO 0.0%
Value ($000) $35 Shares 224 Est. Cost $123.74 Unrealized +16.4%
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $34 Shares 540 Est. Cost $46.76 Unrealized +2.9%
LW LAMB WESTON HOLDINGS 0.0%
Value ($000) $34 Shares 583 Est. Cost $46.74 Unrealized +7.8%
DHR DANAHER CORP 0.0%
Value ($000) $34 Shares 350 Est. Cost $78.23 Unrealized +7.7%
DIEBOLD NIXDORF INC 0.0%
Value ($000) $32 Shares 2,085 Est. Cost $16.31 Unrealized
VFC VF CORPORATION 0.0%
Value ($000) $31 Shares 420 Est. Cost $66.06 Unrealized +9.5%
SWKS SKYWORKS SOLUTIONS 0.0%
Value ($000) $30 Shares 300 Est. Cost $86.96 Unrealized +0.0%
META FACEBOOK INC 0.0%
Value ($000) $30 Shares 186 Est. Cost $175.52 Unrealized +1.6%
BAX BAXTER INTERNATIONAL 0.0%
Value ($000) $28 Shares 433 Est. Cost $55.78 Unrealized +5.6%
VWO VANGUARD FTSE EMERGING 0.0%
Value ($000) $27 Shares 567 Est. Cost $46.70 Unrealized
PIONEER NATURAL RES 0.0%
Value ($000) $26 Shares 150 Est. Cost $173.33 Unrealized
SCANA CORPORATION 0.0%
Value ($000) $25 Shares 679 Est. Cost $39.76 Unrealized
CHTR CHARTER COMMUNICATN 0.0%
Value ($000) $25 Shares 81 Est. Cost $339.74 Unrealized +3.5%
WFC WELLS FARGO BK N A 0.0%
Value ($000) $24 Shares 450 Est. Cost $46.55 Unrealized +2.5%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $23 Shares 300 Est. Cost $62.65 Unrealized -10.5%
CLX CLOROX COMPANY 0.0%
Value ($000) $23 Shares 170 Est. Cost $107.21 Unrealized -0.4%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $23 Shares 150 Est. Cost $130.85 Unrealized +4.6%
STZ CONSTELLATION BRAND 0.0%
Value ($000) $23 Shares 100 Est. Cost $194.12 Unrealized 0.0%
ESPR ESPERION THERAPEUTIC 0.0%
Value ($000) $22 Shares 300 Est. Cost $53.84 Unrealized +36.4%
RAYTHEON COMPANY 0.0%
Value ($000) $22 Shares 100 Est. Cost $220.00 Unrealized
LIBERTY MEDIA CORP 0.0%
Value ($000) $21 Shares 512 Est. Cost $39.06 Unrealized
ROYAL DUTCH SHELL F 0.0%
Value ($000) $20 Shares 314 Est. Cost $66.88 Unrealized
XHR XENIA HOTELS & RESOR 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $21.38 Unrealized
GLW CORNING INC 0.0%
Value ($000) $20 Shares 720 Est. Cost $25.11 Unrealized -1.2%
ALLERGAN PLC F 0.0%
Value ($000) $20 Shares 120 Est. Cost $166.67 Unrealized
DIS WALT DISNEY CO 0.0%
Value ($000) $20 Shares 196 Est. Cost $99.07 Unrealized +1.9%
MBGAF DAIMLER AG ORDF 0.0%
Value ($000) $19 Shares 220 Est. Cost $51.31 Unrealized +5.4%
NVDA NVIDIA CORP 0.0%
Value ($000) $19 Shares 80 Est. Cost $4.91 Unrealized +18.3%
TMO THERMO FISHER SCNTFC 0.0%
Value ($000) $19 Shares 90 Est. Cost $187.44 Unrealized +9.7%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $18 Shares 350 Est. Cost $42.12 Unrealized +14.3%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $18 Shares 350 Est. Cost $43.37 Unrealized +7.7%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $17 Shares 780 Est. Cost $13.91 Unrealized +6.1%
VALEANT PHARMA INTL F 0.0%
Value ($000) $17 Shares 1,050 Est. Cost $20.95 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $17 Shares 120 Est. Cost $115.78 Unrealized +1.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $17 Shares 307 Est. Cost $49.00 Unrealized +5.9%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $17 Shares 392 Est. Cost $36.46 Unrealized -8.0%
ENERGEN CORP 0.0%
Value ($000) $16 Shares 250 Est. Cost $56.00 Unrealized
XLK TECHNOLOGY SELECT SECTOR 0.0%
Value ($000) $16 Shares 237 Est. Cost $67.51 Unrealized
MLM MARTIN MARIETTA MATR 0.0%
Value ($000) $16 Shares 75 Est. Cost $204.42 Unrealized 0.0%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $16 Shares 475 Est. Cost $27.28 Unrealized +1.4%
KRE SPDR S&P REGIONAL 0.0%
Value ($000) $16 Shares 258 Est. Cost $58.14 Unrealized
CARLYLE GROUP LP 0.0%
Value ($000) $16 Shares 750 Est. Cost $22.67 Unrealized
ALLEGHANY CORP DEL 0.0%
Value ($000) $15 Shares 25 Est. Cost $595.65 Unrealized
ENB ENBRIDGE INC F 0.0%
Value ($000) $15 Shares 483 Est. Cost $22.56 Unrealized -4.7%
NFLX NETFLIX INC 0.0%
Value ($000) $15 Shares 50 Est. Cost $27.22 Unrealized 0.0%
HESS CORPORATION 0.0%
Value ($000) $15 Shares 300 Est. Cost $46.67 Unrealized
LLY ELI LILLY & COMPANY 0.0%
Value ($000) $15 Shares 200 Est. Cost $73.49 Unrealized -2.4%
RAIL FREIGHTCAR AMERICA 0.0%
Value ($000) $14 Shares 1,060 Est. Cost $17.26 Unrealized -12.3%
HOSTESS BRANDS IN 21 WTS 0.0%
Value ($000) $14 Shares 6,030 Est. Cost $2.27 Unrealized
ACTIVISION BLIZZARD 0.0%
Value ($000) $13 Shares 200 Est. Cost $65.00 Unrealized
WADDELL & REED FINL 0.0%
Value ($000) $13 Shares 635 Est. Cost $22.29 Unrealized
XLV SELECT SECTOR HEALTH 0.0%
Value ($000) $12 Shares 144 Est. Cost $83.33 Unrealized
GLDD GREAT LAKES DREDGE 0.0%
Value ($000) $12 Shares 2,690 Est. Cost $5.09 Unrealized -6.8%
FISV FISERV INC 0.0%
Value ($000) $12 Shares 170 Est. Cost $67.45 Unrealized +4.3%
NXPI NXP SEMICONDUCTORS F 0.0%
Value ($000) $12 Shares 100 Est. Cost $102.65 Unrealized +4.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $12 Shares 75 Est. Cost $31.70 Unrealized 0.0%
EWW ISHARES MSCI MEXICO ETF 0.0%
Value ($000) $12 Shares 225 Est. Cost $48.89 Unrealized
KO COCA COLA COMPANY 0.0%
Value ($000) $12 Shares 271 Est. Cost $35.63 Unrealized -1.6%
PNC PNC FINANCIAL SRVCS 0.0%
Value ($000) $12 Shares 80 Est. Cost $118.19 Unrealized 0.0%
XLY SPDR FUND CONSUMER 0.0%
Value ($000) $11 Shares 107 Est. Cost $102.80 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $11 Shares 75 Est. Cost $114.77 Unrealized 0.0%
GOVERNMENT PROPERTIE 0.0%
Value ($000) $11 Shares 800 Est. Cost $18.75 Unrealized
UNILEVER N V F 0.0%
Value ($000) $11 Shares 200 Est. Cost $55.00 Unrealized
CCI CROWN CASTLE INTL CO 0.0%
Value ($000) $11 Shares 100 Est. Cost $77.70 Unrealized 0.0%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $95.16 Unrealized +10.5%
CMCSA COMCAST CORPORATION 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.68 Unrealized +3.6%
IWM ISHARES RUSSELL 2000 0.0%
Value ($000) $10 Shares 64 Est. Cost $156.25 Unrealized
BA BOEING CO 0.0%
Value ($000) $10 Shares 30 Est. Cost $322.88 Unrealized 0.0%
BABA ALIBABA GROUP HLDG F 0.0%
Value ($000) $9 Shares 50 Est. Cost $180.00 Unrealized
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $9 Shares 40 Est. Cost $181.99 Unrealized 0.0%
EXAS EXACT SCIENCES CORPO 0.0%
Value ($000) $9 Shares 228 Est. Cost $53.39 Unrealized -8.6%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $100.00 Unrealized
ALL ALLSTATE CORPORATION 0.0%
Value ($000) $9 Shares 100 Est. Cost $80.71 Unrealized 0.0%
CBRE CBRE GROUP INC 0.0%
Value ($000) $8 Shares 160 Est. Cost $45.55 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $8 Shares 84 Est. Cost $78.62 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $8 Shares 120 Est. Cost $51.93 Unrealized 0.0%
VALE SA F 0.0%
Value ($000) $8 Shares 600 Est. Cost $11.82 Unrealized
CHKP CHECK PT SOFTWARE F 0.0%
Value ($000) $8 Shares 80 Est. Cost $103.02 Unrealized 0.0%
ENERGOUS CORP 0.0%
Value ($000) $8 Shares 490 Est. Cost $16.33 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $8 Shares 130 Est. Cost $48.46 Unrealized +11.8%
L BRANDS INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $60.00 Unrealized
XLI SELECT SECTOR INDUSTRIAL 0.0%
Value ($000) $8 Shares 111 Est. Cost $72.07 Unrealized
AKAM AKAMAI TECHNOLOGIES 0.0%
Value ($000) $7 Shares 100 Est. Cost $55.35 Unrealized +23.0%
POWERSHARES EMRG MKTS 0.0%
Value ($000) $7 Shares 234 Est. Cost $29.91 Unrealized
PAIN THERAPEUTICS 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.00 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $7 Shares 30 Est. Cost $199.05 Unrealized +10.8%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $7 Shares 75 Est. Cost $80.00 Unrealized
TD AMERITRADE HLDGS 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.00 Unrealized
ASTERIAS BIOTHERAPEU 0.0%
Value ($000) $5 Shares 3,302 Est. Cost $2.05 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.24 Unrealized +14.2%
YUMC YUM CHINA HOLDINGS I 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.14 Unrealized +4.5%
K L X INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $60.00 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $4 Shares 37 Est. Cost $108.11 Unrealized
STM STMICROELECTRONICS F 0.0%
Value ($000) $4 Shares 165 Est. Cost $21.12 Unrealized
APACHE CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $42.22 Unrealized
DOWDUPONT INC 0.0%
Value ($000) $4 Shares 68 Est. Cost $73.53 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $4 Shares 130 Est. Cost $30.77 Unrealized
ROCKWELL COLLINS INC 0.0%
Value ($000) $4 Shares 31 Est. Cost $129.03 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $3 Shares 26 Est. Cost $77.65 Unrealized +11.8%
TWI TITAN INTL INC 0.0%
Value ($000) $3 Shares 250 Est. Cost $10.99 Unrealized +17.0%
BIOTIME INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $2.00 Unrealized
BWXT B W X TECHNOLOGIES I 0.0%
Value ($000) $3 Shares 50 Est. Cost $54.59 Unrealized +5.3%
NSRGY NESTLE SA F 0.0%
Value ($000) $3 Shares 34 Est. Cost $88.24 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $3 Shares 12 Est. Cost $250.00 Unrealized
ALLIANZGI CONV & INCOME 0.0%
Value ($000) $3 Shares 400 Est. Cost $7.50 Unrealized
GOLDCORP INC F 0.0%
Value ($000) $3 Shares 225 Est. Cost $13.33 Unrealized
JBLU JETBLUE AIRWAYS CORP 0.0%
Value ($000) $3 Shares 135 Est. Cost $20.43 Unrealized +4.1%
DIA SPDR DOW JONES 0.0%
Value ($000) $3 Shares 14 Est. Cost $224.49 Unrealized
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $2 Shares 40 Est. Cost $53.12 Unrealized +2.3%
BB&T CORPORATION 0.0%
Value ($000) $2 Shares 30 Est. Cost $33.33 Unrealized
CGNX COGNEX CORP 0.0%
Value ($000) $2 Shares 37 Est. Cost $59.41 Unrealized -7.1%
HAWAIIAN HOLDINGS 0.0%
Value ($000) $2 Shares 55 Est. Cost $36.36 Unrealized
DEL TACO RESTAURA 20 WTS 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.80 Unrealized
FTV FORTIVE CORPORATION 0.0%
Value ($000) $2 Shares 32 Est. Cost $44.30 Unrealized +4.0%
NUE NUCOR CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $48.98 Unrealized +13.9%
PIPR PIPER JAFFRAY COS 0.0%
Value ($000) $2 Shares 29 Est. Cost $72.11 Unrealized +22.7%
ADM ARCHER-DANIELS-MIDLN 0.0%
Value ($000) $2 Shares 35 Est. Cost $32.34 Unrealized +3.1%
AETNA INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
WESTPORT FUEL SYSTEM F 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $4.00 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
WMB WILLIAMS COMPANIES 0.0%
Value ($000) $1 Shares 40 Est. Cost $18.59 Unrealized +2.6%
DIAMOND OFFSHR DRILL 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
HSY HERSHEY COMPANY 0.0%
Value ($000) $1 Shares 15 Est. Cost $85.63 Unrealized 0.0%
CYPRESS SEMICONDUCTR 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
SJM J M SMUCKER CO 0.0%
Value ($000) $1 Shares 11 Est. Cost $85.77 Unrealized +13.2%
HPE HEWLETT PACKARD ENTE 0.0%
Value ($000) $1 Shares 55 Est. Cost $11.05 Unrealized +20.2%
VEA VANGUARD FTSE DEVELOPED 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
SINCLAIR BROADCST GP 0.0%
Value ($000) $1 Shares 45 Est. Cost $22.22 Unrealized
HIMX HIMAX TECHNOLOGIES F 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
ONEQ FIDELITY NASDAQ 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $1 Shares 125 Est. Cost $8.01 Unrealized -6.6%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $1 Shares 15 Est. Cost $57.14 Unrealized -8.5%
AMERICAN INTL GRO 21 WTS 0.0%
Value ($000) $1 Shares 68 Est. Cost $14.71 Unrealized
BARNES & NOBLE EDUCA 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.00 Unrealized
IGIB ISHARES INTERM CREDIT 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $13.68 Unrealized +24.4%
MOMO INC F 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
TLT ISHARES 20 PLS YEAR 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
BWEN BROADWIND ENERGY 0.0%
Value ($000) $1 Shares 370 Est. Cost $2.43 Unrealized 0.0%
GLOBALSCAPE INC 0.0%
Value ($000) $1 Shares 330 Est. Cost $3.03 Unrealized
XLE ENERGY SELECT SECTOR 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
VERITIV CORPORATION 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized