SWS Partners Diversified Active

CIK: 0001731731 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 15, 2018

Total Value ($000): $135,766 (94.5% shares, 5.5% debt)

Holdings (372)

SCHX SCHWAB US LARGE CAP ETF 7.5%
Value ($000) $10,214 Shares 165,674 Est. Cost $63.72 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 5.5%
Value ($000) $7,492 Shares 225,859 Est. Cost $33.97 Unrealized
SCHR SCHWAB INTERMEDIATE TERM US TRS ETF 5.5%
Value ($000) $7,425 Shares 141,324 Est. Cost $53.30 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 4.8%
Value ($000) $6,525 Shares 127,995 Est. Cost $52.04 Unrealized
CORP PIMCO INVEST GRADE CORP BND IDX ETF 3.7%
Value ($000) $5,032 Shares 49,332 Est. Cost $105.66 Unrealized
POWERSHARES PREFERRED PORTFOLIO ETF 3.1%
Value ($000) $4,173 Shares 285,817 Est. Cost $14.86 Unrealized
EDIV SPDR S&P EMERGING MARKETS DIVID ETF 2.9%
Value ($000) $3,976 Shares 113,685 Est. Cost $32.85 Unrealized
POWERSHARES S&P 500 LOW VOLAT ETF 2.0%
Value ($000) $2,696 Shares 58,375 Est. Cost $47.74 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.8%
Value ($000) $2,422 Shares 30,029 Est. Cost $84.62 Unrealized
GLOBAL X MLP ETF 1.6%
Value ($000) $2,204 Shares 261,947 Est. Cost $9.86 Unrealized
WDIV SPDR S&P GLOBAL DIVIDEND ETF 1.6%
Value ($000) $2,121 Shares 31,300 Est. Cost $70.84 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 1.6%
Value ($000) $2,116 Shares 11,553 Est. Cost $188.66 Unrealized
GUGGENHEIM MULTI ASSET INCOME ETF 1.5%
Value ($000) $2,089 Shares 98,567 Est. Cost $22.42 Unrealized
INKM SPDR SSGA INCOME ALLOCATION ETF 1.5%
Value ($000) $2,066 Shares 63,284 Est. Cost $33.63 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 1.5%
Value ($000) $2,063 Shares 48,230 Est. Cost $45.81 Unrealized
POWERSHARES FUNDAME H YIELD CORP ETF 1.5%
Value ($000) $2,044 Shares 110,407 Est. Cost $18.95 Unrealized
HBNC HORIZON BANCORP IND 1.5%
Value ($000) $2,030 Shares 68,164 Est. Cost $18.47 Unrealized +5.7%
IVV ISHARES CORE S&P 500 ETF 1.4%
Value ($000) $1,849 Shares 7,133 Est. Cost $262.69 Unrealized
T A T & T INC 1.4%
Value ($000) $1,849 Shares 52,686 Est. Cost $15.28 Unrealized +3.5%
SPIB SPDR INTRMDT TRM CRPRATE BND ETF 1.4%
Value ($000) $1,837 Shares 54,869 Est. Cost $34.09 Unrealized
CCI CROWN CASTLE INTL CO REIT 1.3%
Value ($000) $1,773 Shares 16,298 Est. Cost $76.62 Unrealized +1.4%
CSCO CISCO SYSTEMS INC 1.3%
Value ($000) $1,749 Shares 42,658 Est. Cost $27.97 Unrealized +19.6%
MAXIM INTEGRATED PRO 1.3%
Value ($000) $1,748 Shares 30,455 Est. Cost $52.41 Unrealized
ABBV ABBVIE INC 1.3%
Value ($000) $1,726 Shares 18,867 Est. Cost $67.07 Unrealized +17.1%
BB&T CORPORATION 1.3%
Value ($000) $1,704 Shares 33,451 Est. Cost $49.72 Unrealized
VLO VALERO ENERGY CORP 1.3%
Value ($000) $1,701 Shares 18,573 Est. Cost $67.52 Unrealized +0.9%
MUB ISHARES NATIONAL MUNI BOND ETF 1.2%
Value ($000) $1,670 Shares 15,368 Est. Cost $108.98 Unrealized
PNW PINNACLE WEST CAP 1.2%
Value ($000) $1,665 Shares 21,097 Est. Cost $62.46 Unrealized -8.9%
ARCC ARES CAPITAL CORP 1.2%
Value ($000) $1,630 Shares 102,254 Est. Cost $7.48 Unrealized -0.0%
ETN EATON CORP PLC F 1.2%
Value ($000) $1,620 Shares 20,852 Est. Cost $66.32 Unrealized +6.0%
BCE BCE INC F 1.2%
Value ($000) $1,609 Shares 37,783 Est. Cost $28.76 Unrealized -4.4%
KMB KIMBERLY-CLARK CORP 1.2%
Value ($000) $1,604 Shares 14,981 Est. Cost $87.60 Unrealized -1.6%
O REALTY INCM CORP REIT 1.2%
Value ($000) $1,598 Shares 31,229 Est. Cost $36.41 Unrealized -6.3%
PHG KONINKLIJKE PHILIPS F SPONSORED ADR 1 ADR REPS 1 ORD SHS 1.2%
Value ($000) $1,566 Shares 41,575 Est. Cost $37.80 Unrealized
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 1.1%
Value ($000) $1,552 Shares 39,261 Est. Cost $41.21 Unrealized
NUE NUCOR CORP 1.1%
Value ($000) $1,547 Shares 25,854 Est. Cost $48.98 Unrealized +13.9%
D DOMINION ENERGY INC 1.1%
Value ($000) $1,530 Shares 22,805 Est. Cost $55.90 Unrealized -7.1%
MO ALTRIA GROUP INC 1.1%
Value ($000) $1,515 Shares 25,033 Est. Cost $36.64 Unrealized -0.2%
SIX FLAGS ENTERTAINM 1.1%
Value ($000) $1,507 Shares 25,048 Est. Cost $66.56 Unrealized
MRK MERCK & CO INC 1.1%
Value ($000) $1,493 Shares 28,035 Est. Cost $43.00 Unrealized -1.7%
PAYX PAYCHEX INC 1.1%
Value ($000) $1,486 Shares 24,640 Est. Cost $51.65 Unrealized +1.4%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $1,468 Shares 11,784 Est. Cost $110.93 Unrealized -2.3%
VMBS VANGUARD MORTGAGE BACKED SEC ETF 1.1%
Value ($000) $1,466 Shares 28,475 Est. Cost $52.34 Unrealized
WFC WELLS FARGO BK N A 1.0%
Value ($000) $1,420 Shares 27,660 Est. Cost $45.09 Unrealized +5.8%
IJR ISHARES CORE S&P SMALL CAP ETF 1.0%
Value ($000) $1,415 Shares 18,811 Est. Cost $76.40 Unrealized
PSK SPDR WELLS FARGO PREFERRED STOCK ETF 1.0%
Value ($000) $1,317 Shares 30,558 Est. Cost $43.88 Unrealized
VYMI VANGUARD INTERNATNL HGH DIV YLD ETF 0.9%
Value ($000) $1,233 Shares 18,908 Est. Cost $66.70 Unrealized
QAI IQ HEDGE MULTI-STRATEGY TRACKER ETF 0.8%
Value ($000) $1,135 Shares 37,441 Est. Cost $30.44 Unrealized
JPUS JPMORGAN DIVRSIFD RTRN US EQY ETF 0.8%
Value ($000) $1,056 Shares 15,496 Est. Cost $70.52 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $998 Shares 21,568 Est. Cost $45.98 Unrealized
BWX SPDR BLMBRG BRCLY INTL TRSRY ETF 0.7%
Value ($000) $903 Shares 30,534 Est. Cost $28.45 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $810 Shares 7,515 Est. Cost $81.47 Unrealized +12.2%
NVDA NVIDIA CORP 0.4%
Value ($000) $558 Shares 2,524 Est. Cost $4.91 Unrealized +18.3%
CAH CARDINAL HEALTH INC 0.4%
Value ($000) $557 Shares 9,128 Est. Cost $48.46 Unrealized +11.8%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value ($000) $472 Shares 9,864 Est. Cost $50.52 Unrealized
V VISA INC CLASS A 0.3%
Value ($000) $460 Shares 3,889 Est. Cost $104.38 Unrealized +9.9%
HYG ISHARES IBOXX HIGH YIELD BOND ETF 0.3%
Value ($000) $453 Shares 5,328 Est. Cost $86.72 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.3%
Value ($000) $399 Shares 5,353 Est. Cost $83.05 Unrealized
NUVEEN REAL ASSET INCOME 0.3%
Value ($000) $379 Shares 23,546 Est. Cost $17.79 Unrealized
IXUS ISHARES CORE MSCI TOTL INTL STCK ETF 0.3%
Value ($000) $358 Shares 5,776 Est. Cost $61.98 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $337 Shares 2,022 Est. Cost $39.12 Unrealized +3.3%
SCHM CHARLES SCHWAB US MC ETF 0.2%
Value ($000) $313 Shares 6,065 Est. Cost $51.80 Unrealized
IGOV ISHARES INTERNATIONAL TRSRY BND ETF 0.2%
Value ($000) $286 Shares 5,522 Est. Cost $50.20 Unrealized
VOYA NATURAL RESURCS EQT 0.2%
Value ($000) $279 Shares 47,735 Est. Cost $6.26 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $272 Shares 198 Est. Cost $55.02 Unrealized +30.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.2%
Value ($000) $247 Shares 8,769 Est. Cost $27.90 Unrealized
VNQI VANGUARD GLBAL EX US REAL ESTATE ETF 0.2%
Value ($000) $229 Shares 3,806 Est. Cost $60.54 Unrealized
EPD ENTERPRISE PRODUCTS LP 0.2%
Value ($000) $213 Shares 8,706 Est. Cost $26.53 Unrealized
NUVEEN TAX ADVNTGD DIVDN 0.1%
Value ($000) $199 Shares 12,268 Est. Cost $17.61 Unrealized
GPN GLOBAL PAYMENTS INC 0.1%
Value ($000) $178 Shares 1,626 Est. Cost $95.16 Unrealized +10.5%
PWRSHS FTSE RAFI US 1500 SML MID ETF 0.1%
Value ($000) $164 Shares 1,303 Est. Cost $129.53 Unrealized
TGT TARGET CORPORATION 0.1%
Value ($000) $164 Shares 2,372 Est. Cost $49.58 Unrealized +17.9%
SCHH CHARLES SCHWAB US REIT ETF 0.1%
Value ($000) $161 Shares 4,266 Est. Cost $37.74 Unrealized
ALPS ALERIAN MLP ETF 0.1%
Value ($000) $161 Shares 17,324 Est. Cost $9.58 Unrealized
TOTAL S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $150 Shares 2,640 Est. Cost $55.21 Unrealized
GLD SPDR GOLD SHARES ETF 0.1%
Value ($000) $140 Shares 1,100 Est. Cost $123.64 Unrealized
OKE ONEOK INC 0.1%
Value ($000) $138 Shares 2,451 Est. Cost $34.99 Unrealized 0.0%
MPLX MPLX LP LP 0.1%
Value ($000) $137 Shares 4,196 Est. Cost $35.51 Unrealized
EMB ISHARES JPMORGAN USD MTS BOND ETF IV 0.1%
Value ($000) $137 Shares 1,219 Est. Cost $115.40 Unrealized
ENERGY TRANSFER PART LP 0.1%
Value ($000) $130 Shares 8,070 Est. Cost $17.97 Unrealized
BBY BEST BUY INC 0.1%
Value ($000) $129 Shares 1,865 Est. Cost $45.29 Unrealized +18.4%
WORLDPAY I N C 0.1%
Value ($000) $128 Shares 1,583 Est. Cost $80.86 Unrealized
RY ROYAL BANK OF CANADA F 0.1%
Value ($000) $126 Shares 1,642 Est. Cost $79.30 Unrealized +2.4%
MAGELLAN MIDSTREAM P LP 0.1%
Value ($000) $124 Shares 2,149 Est. Cost $70.73 Unrealized
HBAN HUNTINGTON BANCSHS 0.1%
Value ($000) $122 Shares 8,349 Est. Cost $9.77 Unrealized +12.7%
GUGGENHEIM STRATEGIC OPP 0.1%
Value ($000) $122 Shares 6,000 Est. Cost $21.50 Unrealized
MOBILE TELESYSTEMS F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.1%
Value ($000) $117 Shares 10,246 Est. Cost $10.59 Unrealized
IBM IBM CORP 0.1%
Value ($000) $115 Shares 768 Est. Cost $102.11 Unrealized +5.1%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $113 Shares 1,539 Est. Cost $56.33 Unrealized +4.6%
LYB LYONDELLBASELL INDS F CLASS A 0.1%
Value ($000) $113 Shares 1,091 Est. Cost $64.44 Unrealized +7.1%
CME CME GROUP INC CLASS A 0.1%
Value ($000) $104 Shares 659 Est. Cost $111.57 Unrealized +8.5%
SEAGATE TECHNOLOGY F 0.1%
Value ($000) $104 Shares 1,805 Est. Cost $44.74 Unrealized
AEGON N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $100 Shares 15,001 Est. Cost $6.28 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $99 Shares 1,701 Est. Cost $48.12 Unrealized +9.3%
UNILEVER N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $97 Shares 1,740 Est. Cost $56.46 Unrealized
PACWEST BANCORP 0.1%
Value ($000) $97 Shares 2,014 Est. Cost $50.30 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $95 Shares 1,071 Est. Cost $75.26 Unrealized +12.0%
SLB SCHLUMBERGER LTD F 0.1%
Value ($000) $93 Shares 1,462 Est. Cost $51.22 Unrealized +8.8%
CHINA PETROLEUM&CHEM F SPONSORED ADR 1 ADR REPS 100 ORD SHS 0.1%
Value ($000) $91 Shares 1,049 Est. Cost $77.56 Unrealized
PBA PEMBINA PIPELINE CO F 0.1%
Value ($000) $90 Shares 2,962 Est. Cost $22.23 Unrealized -3.1%
PAA PLAINS ALL AMERICAN LP 0.1%
Value ($000) $88 Shares 4,120 Est. Cost $20.84 Unrealized
ORCL ORACLE CORPORATION 0.1%
Value ($000) $88 Shares 1,948 Est. Cost $43.90 Unrealized +0.8%
DHS WISDOMTREE US HIGH DIVIDEND ETF 0.1%
Value ($000) $87 Shares 1,303 Est. Cost $72.91 Unrealized
BA BOEING CO 0.1%
Value ($000) $80 Shares 248 Est. Cost $257.40 Unrealized +25.4%
SCHA SCHWAB US SMALL CAP ETF 0.1%
Value ($000) $79 Shares 1,176 Est. Cost $67.18 Unrealized
S K TELECOM CO LTD F SPONSORED ADR 1 ADR REP 0.11 ORD SHS 0.1%
Value ($000) $78 Shares 3,211 Est. Cost $27.55 Unrealized
META FACEBOOK INC CLASS A 0.1%
Value ($000) $78 Shares 499 Est. Cost $175.55 Unrealized +1.6%
PG PROCTER & GAMBLE 0.1%
Value ($000) $78 Shares 1,002 Est. Cost $72.65 Unrealized -6.6%
HSBC HSBC HLDGS PLC F SPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $76 Shares 1,614 Est. Cost $49.53 Unrealized
CHKP CHECK PT SOFTWARE F 0.1%
Value ($000) $75 Shares 758 Est. Cost $108.60 Unrealized -5.1%
VGIT VAG ITM-TERM TREASURY ETF 0.1%
Value ($000) $74 Shares 1,172 Est. Cost $63.14 Unrealized
WSTN GAS PARTNERS LP LP 0.1%
Value ($000) $73 Shares 1,732 Est. Cost $47.92 Unrealized
ANDEAVOR LOGISTICS L LP 0.1%
Value ($000) $73 Shares 1,617 Est. Cost $45.55 Unrealized
AMGN AMGEN INC. 0.1%
Value ($000) $71 Shares 426 Est. Cost $138.21 Unrealized +4.5%
BT GROUP PLC F SPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $71 Shares 4,432 Est. Cost $17.84 Unrealized
PFE PFIZER INCORPORATED 0.1%
Value ($000) $71 Shares 2,018 Est. Cost $23.80 Unrealized +1.8%
RF REGIONS FINANCIAL CO 0.1%
Value ($000) $69 Shares 3,800 Est. Cost $11.67 Unrealized +19.1%
GOOG ALPHABET INC. CLASS C 0.1%
Value ($000) $69 Shares 69 Est. Cost $50.52 Unrealized +8.5%
GENERAL ELECTRIC CO 0.1%
Value ($000) $69 Shares 5,255 Est. Cost $17.44 Unrealized
T C F FINANCIAL CORP 0.1%
Value ($000) $68 Shares 3,053 Est. Cost $20.64 Unrealized
PM PHILIP MORRIS INTL 0.1%
Value ($000) $68 Shares 695 Est. Cost $69.58 Unrealized -1.3%
F FORD MOTOR COMPANY 0.0%
Value ($000) $67 Shares 6,149 Est. Cost $7.57 Unrealized -1.2%
TM TOYOTA MOTOR CORP F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $66 Shares 525 Est. Cost $127.62 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $65 Shares 886 Est. Cost $56.00 Unrealized -0.5%
DISCOVER FINANCIAL S 0.0%
Value ($000) $65 Shares 929 Est. Cost $76.76 Unrealized
VZ VERIZON COMMUNICATN 0.0%
Value ($000) $64 Shares 1,356 Est. Cost $31.96 Unrealized +3.3%
ANF ABERCROMBIE & FITCH CLASS A 0.0%
Value ($000) $63 Shares 2,647 Est. Cost $13.69 Unrealized +40.5%
PEP PEPSICO INCORPORATED 0.0%
Value ($000) $61 Shares 573 Est. Cost $88.99 Unrealized +0.3%
ET ENERGY TRNFR EQUITY LP 0.0%
Value ($000) $61 Shares 4,290 Est. Cost $17.22 Unrealized
ADM ARCHER-DANIELS-MIDLN 0.0%
Value ($000) $60 Shares 1,410 Est. Cost $32.36 Unrealized +3.0%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $58 Shares 226 Est. Cost $266.21 Unrealized
XYZ SQUARE INC CLASS A 0.0%
Value ($000) $56 Shares 1,180 Est. Cost $36.92 Unrealized +24.3%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $56 Shares 1,720 Est. Cost $28.01 Unrealized +8.9%
FCPT FOUR CORNERS PROPERT 0.0%
Value ($000) $55 Shares 2,437 Est. Cost $25.85 Unrealized
INTC INTEL CORPORATION 0.0%
Value ($000) $54 Shares 1,108 Est. Cost $36.55 Unrealized +9.6%
EQT MIDSTREAM PNTRS LP 0.0%
Value ($000) $53 Shares 916 Est. Cost $73.38 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $53 Shares 230 Est. Cost $229.19 Unrealized 0.0%
VOD VODAFONE GROUP F SPONSORED ADR 1 ADR REPS 10 ORD SHS 0.0%
Value ($000) $53 Shares 1,928 Est. Cost $32.16 Unrealized
MBB ISHARES MBS ETF IV 0.0%
Value ($000) $53 Shares 509 Est. Cost $104.78 Unrealized
GAP GAP INC 0.0%
Value ($000) $53 Shares 1,713 Est. Cost $22.43 Unrealized +10.5%
INTU INTUIT INC 0.0%
Value ($000) $52 Shares 305 Est. Cost $159.49 Unrealized 0.0%
GLAXOSMITHKLINE PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $51 Shares 1,302 Est. Cost $35.15 Unrealized
CORPORATE CAPITAL TR 0.0%
Value ($000) $51 Shares 3,029 Est. Cost $16.09 Unrealized
CELGENE CORP 0.0%
Value ($000) $51 Shares 590 Est. Cost $105.08 Unrealized
IYW ISHARES US TECHNOLOGY ETF 0.0%
Value ($000) $51 Shares 308 Est. Cost $162.34 Unrealized
PYPL PAYPAL HOLDINGS INCO 0.0%
Value ($000) $50 Shares 661 Est. Cost $79.13 Unrealized 0.0%
MOO VANECK VECTORS AGRIBUSINESS ETF 0.0%
Value ($000) $49 Shares 818 Est. Cost $61.58 Unrealized
GUGGENHEIM ENHANCED EQUI 0.0%
Value ($000) $49 Shares 6,000 Est. Cost $8.83 Unrealized
JLL JONES LANG LASALLE 0.0%
Value ($000) $48 Shares 278 Est. Cost $139.61 Unrealized +13.8%
ENB ENBRIDGE INC F 0.0%
Value ($000) $47 Shares 1,545 Est. Cost $23.31 Unrealized -7.7%
WELL WELLTOWER INC REIT 0.0%
Value ($000) $46 Shares 844 Est. Cost $50.40 Unrealized -14.8%
HAS HASBRO INC 0.0%
Value ($000) $46 Shares 545 Est. Cost $70.35 Unrealized -0.5%
CBRL CRACKER BARREL OLD C 0.0%
Value ($000) $46 Shares 291 Est. Cost $112.20 Unrealized +6.3%
TUPPERWARE BRANDS CO 0.0%
Value ($000) $46 Shares 977 Est. Cost $62.44 Unrealized
FNB F N B CORPORATION PA 0.0%
Value ($000) $45 Shares 3,430 Est. Cost $9.96 Unrealized +4.2%
WELLS FARGO GLOBAL DIVID 0.0%
Value ($000) $44 Shares 7,826 Est. Cost $5.88 Unrealized
PFF ISHARES U.S. PREFERRED STOCK ETF 0.0%
Value ($000) $44 Shares 1,170 Est. Cost $37.56 Unrealized
XZFGX VIRTUS TOTAL RETURN 0.0%
Value ($000) $44 Shares 3,989 Est. Cost $12.79 Unrealized
SPDR BLOOMBERG BARCLAYS 1-3 MNTH T BILL ETF NEW 0.0%
Value ($000) $44 Shares 482 Est. Cost $91.56 Unrealized
JD JD.COM INC F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $44 Shares 1,128 Est. Cost $39.01 Unrealized
CEDAR FAIR, L.P. LP 0.0%
Value ($000) $44 Shares 692 Est. Cost $65.03 Unrealized
CBRE CBRE GROUP INC CLASS A 0.0%
Value ($000) $43 Shares 936 Est. Cost $41.45 Unrealized +9.9%
SHELL MIDSTREAM PTNR LP 0.0%
Value ($000) $43 Shares 2,077 Est. Cost $20.70 Unrealized
UNH UNITEDHEALTH GRP INC 0.0%
Value ($000) $43 Shares 198 Est. Cost $186.06 Unrealized +8.1%
BLUEBIRD BIO INC 0.0%
Value ($000) $42 Shares 259 Est. Cost $173.64 Unrealized
TSM TAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value ($000) $41 Shares 976 Est. Cost $39.96 Unrealized
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $39 Shares 268 Est. Cost $115.75 Unrealized -0.8%
WMT WAL-MART STORES 0.0%
Value ($000) $39 Shares 453 Est. Cost $26.82 Unrealized +5.7%
IJJ ISHARES S&P MID CAP 400 GRWTH ETF 0.0%
Value ($000) $38 Shares 180 Est. Cost $216.67 Unrealized
LQD ISHARES IBOXX INVT GRADE BOND ETF 0.0%
Value ($000) $36 Shares 306 Est. Cost $120.92 Unrealized
WU WESTERN UNION CO 0.0%
Value ($000) $35 Shares 1,832 Est. Cost $18.78 Unrealized
ROYAL DUTCH SHELL PL F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $35 Shares 545 Est. Cost $67.63 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $35 Shares 687 Est. Cost $52.55 Unrealized
POWERSHARES NASDAQ INTERNET ETF 0.0%
Value ($000) $34 Shares 272 Est. Cost $114.19 Unrealized
POWERSHARES DYNAMIC SOFTWARE ETF 0.0%
Value ($000) $34 Shares 500 Est. Cost $64.00 Unrealized
XLY SPDR FUND CONSUMER DISCRE SELECT ETF 0.0%
Value ($000) $33 Shares 334 Est. Cost $97.83 Unrealized
CGNX COGNEX CORP 0.0%
Value ($000) $32 Shares 649 Est. Cost $59.41 Unrealized -7.1%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $31 Shares 564 Est. Cost $55.56 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $31 Shares 178 Est. Cost $141.67 Unrealized +9.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $31 Shares 552 Est. Cost $47.41 Unrealized +2.7%
ENLINK MIDSTREAM PTR LP 0.0%
Value ($000) $31 Shares 2,272 Est. Cost $15.40 Unrealized
WESTROCK CO 0.0%
Value ($000) $31 Shares 493 Est. Cost $63.47 Unrealized
AMP AMERIPRISE FINANCIAL 0.0%
Value ($000) $31 Shares 215 Est. Cost $136.87 Unrealized +2.2%
ANTERO MIDSTREAM LP 0.0%
Value ($000) $30 Shares 1,162 Est. Cost $29.26 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $30 Shares 466 Est. Cost $64.38 Unrealized
PHILLIPS 66 PARTNERS LP 0.0%
Value ($000) $29 Shares 601 Est. Cost $51.58 Unrealized
TMO THERMO FISHER SCNTFC 0.0%
Value ($000) $29 Shares 145 Est. Cost $187.44 Unrealized +9.7%
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $28 Shares 281 Est. Cost $76.21 Unrealized +1.2%
NVO NOVO-NORDISK A-S F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $28 Shares 569 Est. Cost $54.48 Unrealized
SYMANTEC CORP 0.0%
Value ($000) $28 Shares 1,131 Est. Cost $28.37 Unrealized
ROYAL DUTCH SHELL F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $28 Shares 454 Est. Cost $66.08 Unrealized
STZ CONSTELLATION BRAND CLASS A 0.0%
Value ($000) $27 Shares 120 Est. Cost $190.09 Unrealized +2.1%
CA INC 0.0%
Value ($000) $27 Shares 827 Est. Cost $33.05 Unrealized
RNGR RANGER ENERGY SERVIC CLASS A 0.0%
Value ($000) $27 Shares 3,500 Est. Cost $11.06 Unrealized -15.8%
KSS KOHLS CORP 0.0%
Value ($000) $27 Shares 424 Est. Cost $46.23 Unrealized +37.3%
CNOOC LIMITED F SPONSORED ADR 1 ADR REPS 100 ORD SHS 0.0%
Value ($000) $26 Shares 180 Est. Cost $144.44 Unrealized
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $26 Shares 124 Est. Cost $172.04 Unrealized +18.2%
APPN APPIAN CORPORATION CLASS A 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $23.12 Unrealized +31.1%
MMM 3M COMPANY 0.0%
Value ($000) $24 Shares 111 Est. Cost $144.97 Unrealized +3.6%
FDS FACTSET RESEARCH SYS 0.0%
Value ($000) $24 Shares 123 Est. Cost $176.95 Unrealized +5.6%
XLV SELECT SECTOR HEALTH CARE SPDR ETF 0.0%
Value ($000) $23 Shares 295 Est. Cost $81.43 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $23 Shares 279 Est. Cost $70.72 Unrealized +5.9%
HON HONEYWELL INTL INC 0.0%
Value ($000) $23 Shares 162 Est. Cost $113.37 Unrealized +3.6%
CHUYS HOLDINGS INC 0.0%
Value ($000) $23 Shares 868 Est. Cost $27.65 Unrealized
PFG PRINCIPAL FINANCIAL 0.0%
Value ($000) $22 Shares 377 Est. Cost $50.32 Unrealized -3.8%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $22 Shares 311 Est. Cost $56.50 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $22 Shares 311 Est. Cost $47.48 Unrealized +13.2%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $22 Shares 3,591 Est. Cost $5.30 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $22 Shares 168 Est. Cost $137.72 Unrealized
WEN WENDYS COMPANY 0.0%
Value ($000) $22 Shares 1,311 Est. Cost $15.19 Unrealized +9.2%
EXPRESS SCRIPTS HLDG 0.0%
Value ($000) $22 Shares 326 Est. Cost $73.62 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $22 Shares 94 Est. Cost $199.05 Unrealized +10.8%
ISHARES GOLD ETF 0.0%
Value ($000) $22 Shares 1,684 Est. Cost $12.66 Unrealized
FEMB SPDR STOXX EUROPE 50 ETF 0.0%
Value ($000) $22 Shares 654 Est. Cost $35.38 Unrealized
KO COCA COLA COMPANY 0.0%
Value ($000) $21 Shares 499 Est. Cost $35.63 Unrealized -1.6%
COST COSTCO WHOLESALE CO 0.0%
Value ($000) $21 Shares 115 Est. Cost $154.45 Unrealized +9.6%
BUCKEYE PARTNERS LP LP 0.0%
Value ($000) $21 Shares 554 Est. Cost $48.74 Unrealized
MFC MANULIFE FINANCIAL F 0.0%
Value ($000) $21 Shares 1,166 Est. Cost $20.78 Unrealized -3.7%
MOAT VANECK VECTORS MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $20 Shares 498 Est. Cost $42.17 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $20 Shares 547 Est. Cost $37.86 Unrealized -5.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $20 Shares 331 Est. Cost $56.24 Unrealized -0.7%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $20 Shares 156 Est. Cost $135.48 Unrealized
ADP AUTO DATA PROCESSING 0.0%
Value ($000) $19 Shares 169 Est. Cost $96.16 Unrealized +2.5%
SLF SUN LIFE FINANCIAL F 0.0%
Value ($000) $18 Shares 455 Est. Cost $39.86 Unrealized +5.8%
SPG SIMON PPTY GROUP REIT 0.0%
Value ($000) $18 Shares 116 Est. Cost $104.71 Unrealized -0.8%
SMG SCOTTS MIRACLE GROUP 0.0%
Value ($000) $18 Shares 217 Est. Cost $75.28 Unrealized -4.2%
WPC W.P. CAREY INC. REIT 0.0%
Value ($000) $17 Shares 274 Est. Cost $69.34 Unrealized
GOOGL ALPHABET INC. CLASS A 0.0%
Value ($000) $17 Shares 17 Est. Cost $51.24 Unrealized +7.4%
AWK AMERICAN WATER WORKS 0.0%
Value ($000) $17 Shares 213 Est. Cost $75.72 Unrealized -7.2%
RCI ROGERS COMMUN INC F CLASS B 0.0%
Value ($000) $16 Shares 368 Est. Cost $52.12 Unrealized -9.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $16 Shares 278 Est. Cost $39.65 Unrealized +10.3%
CVX CHEVRON CORPORATION 0.0%
Value ($000) $15 Shares 134 Est. Cost $83.55 Unrealized +1.8%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $15 Shares 160 Est. Cost $85.24 Unrealized +2.1%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $15 Shares 216 Est. Cost $69.44 Unrealized
NORDSTROM INC 0.0%
Value ($000) $14 Shares 292 Est. Cost $48.28 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $14 Shares 100 Est. Cost $140.00 Unrealized
DOWDUPONT INC 0.0%
Value ($000) $14 Shares 222 Est. Cost $70.87 Unrealized
CMCSA COMCAST CORPORATION CLASS A 0.0%
Value ($000) $14 Shares 410 Est. Cost $30.68 Unrealized +3.6%
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $14 Shares 251 Est. Cost $53.12 Unrealized +2.3%
XLP SPDR FUND CONSUMER STAPLES ETF 0.0%
Value ($000) $13 Shares 260 Est. Cost $57.88 Unrealized
ZTS ZOETIS INC CLASS A 0.0%
Value ($000) $13 Shares 163 Est. Cost $64.45 Unrealized +14.9%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $13 Shares 97 Est. Cost $145.71 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $13 Shares 96 Est. Cost $145.83 Unrealized
PIONEER NATURAL RES 0.0%
Value ($000) $13 Shares 80 Est. Cost $175.00 Unrealized
BXMT BLACKSTONE MTG TR REIT 0.0%
Value ($000) $13 Shares 434 Est. Cost $32.26 Unrealized
VIACOM INC CLASS B 0.0%
Value ($000) $12 Shares 387 Est. Cost $31.01 Unrealized
SHAW COMMUN INC F CLASS B 0.0%
Value ($000) $12 Shares 602 Est. Cost $23.26 Unrealized
DRI DARDEN RESTAURANTS 0.0%
Value ($000) $12 Shares 141 Est. Cost $67.47 Unrealized +12.8%
TRANSCANADA CORP F 0.0%
Value ($000) $12 Shares 299 Est. Cost $49.67 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $12 Shares 182 Est. Cost $51.78 Unrealized +15.2%
TU TELUS CORP F 0.0%
Value ($000) $11 Shares 306 Est. Cost $18.51 Unrealized -1.4%
UNITED TECHNOLOGIES 0.0%
Value ($000) $11 Shares 93 Est. Cost $129.03 Unrealized
ANADARKO PETE CORP 0.0%
Value ($000) $11 Shares 192 Est. Cost $51.28 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $11 Shares 70 Est. Cost $157.14 Unrealized
FANG DIAMONDBACK ENERGY 0.0%
Value ($000) $11 Shares 87 Est. Cost $83.84 Unrealized +16.2%
EQT EQT CORP 0.0%
Value ($000) $10 Shares 222 Est. Cost $27.38 Unrealized -3.2%
DIS WALT DISNEY CO 0.0%
Value ($000) $10 Shares 98 Est. Cost $97.30 Unrealized +3.8%
CMI CUMMINS INC 0.0%
Value ($000) $10 Shares 65 Est. Cost $138.21 Unrealized +1.1%
MGA MAGNA INTL INC F 0.0%
Value ($000) $10 Shares 184 Est. Cost $42.84 Unrealized +2.1%
M MACYS INC 0.0%
Value ($000) $10 Shares 343 Est. Cost $21.94 Unrealized +23.2%
MONSANTO CO 0.0%
Value ($000) $10 Shares 82 Est. Cost $121.95 Unrealized
CDNS CADENCE DESIGN SYS 0.0%
Value ($000) $10 Shares 275 Est. Cost $42.98 Unrealized -5.1%
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $9 Shares 760 Est. Cost $8.97 Unrealized -2.4%
ACHC ACADIA HEALTHCARE CO 0.0%
Value ($000) $9 Shares 243 Est. Cost $34.65 Unrealized +5.8%
HAL HALLIBURTON CO HLDG 0.0%
Value ($000) $9 Shares 189 Est. Cost $37.45 Unrealized +12.4%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $9 Shares 61 Est. Cost $147.54 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $9 Shares 92 Est. Cost $69.29 Unrealized +3.1%
NOC NORTHROP GRUMMAN CO 0.0%
Value ($000) $9 Shares 25 Est. Cost $263.02 Unrealized +11.9%
NFLX NETFLIX INC 0.0%
Value ($000) $9 Shares 31 Est. Cost $27.22 Unrealized 0.0%
L BRANDS INC 0.0%
Value ($000) $9 Shares 234 Est. Cost $41.09 Unrealized
RAYTHEON COMPANY 0.0%
Value ($000) $8 Shares 40 Est. Cost $200.00 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $8 Shares 51 Est. Cost $159.94 Unrealized
SPH SUBURBAN PROPANE PRT LP 0.0%
Value ($000) $8 Shares 342 Est. Cost $23.39 Unrealized
CUK CARNIVAL PLC F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $8 Shares 127 Est. Cost $67.25 Unrealized
ACN ACCENTURE PLC F CLASS A 0.0%
Value ($000) $8 Shares 54 Est. Cost $128.56 Unrealized +9.5%
ENBRIDGE ENERGY PTNR LP 0.0%
Value ($000) $8 Shares 843 Est. Cost $10.08 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $8 Shares 199 Est. Cost $48.62 Unrealized -1.6%
STERIS PLC F 0.0%
Value ($000) $8 Shares 87 Est. Cost $91.95 Unrealized
ENERGEN CORP 0.0%
Value ($000) $8 Shares 130 Est. Cost $53.85 Unrealized
WESTERN GAS EQTY LP LP 0.0%
Value ($000) $8 Shares 252 Est. Cost $35.71 Unrealized
SPDR BLMBRG BRCLY HGH YLD BND ETF 0.0%
Value ($000) $8 Shares 236 Est. Cost $33.90 Unrealized
SWKS SKYWORKS SOLUTIONS 0.0%
Value ($000) $7 Shares 74 Est. Cost $86.96 Unrealized +0.0%
XLF SELECT STR FINANCIAL SELECT SPDR ETF 0.0%
Value ($000) $7 Shares 269 Est. Cost $26.12 Unrealized
FBIN FORTUNE BRANDS HM&S 0.0%
Value ($000) $7 Shares 128 Est. Cost $50.19 Unrealized -1.6%
NVS NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $7 Shares 94 Est. Cost $85.11 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $7 Shares 481 Est. Cost $11.40 Unrealized -2.8%
OGE O G E ENERGY CP HLDG 0.0%
Value ($000) $7 Shares 214 Est. Cost $35.32 Unrealized -10.6%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $7 Shares 27 Est. Cost $227.14 Unrealized +13.1%
CAJPY CANON INC F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $7 Shares 203 Est. Cost $37.20 Unrealized
BK BANK OF NY MELLON CO 0.0%
Value ($000) $7 Shares 136 Est. Cost $42.65 Unrealized +4.9%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $6 Shares 110 Est. Cost $48.24 Unrealized +14.2%
BLACKROCK INC 0.0%
Value ($000) $6 Shares 12 Est. Cost $500.00 Unrealized
CANADIAN PAC RAILWAY F 0.0%
Value ($000) $6 Shares 36 Est. Cost $194.44 Unrealized
BABA ALIBABA GROUP HLDG F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $6 Shares 36 Est. Cost $166.67 Unrealized
AMG AFFILIATED MANAGERS 0.0%
Value ($000) $6 Shares 32 Est. Cost $188.42 Unrealized +0.6%
ROK ROCKWELL AUTOMATION 0.0%
Value ($000) $6 Shares 37 Est. Cost $163.96 Unrealized -0.1%
RSG REPUBLIC SERVICES 0.0%
Value ($000) $6 Shares 89 Est. Cost $56.72 Unrealized +4.5%
S R C ENERGY INC 0.0%
Value ($000) $6 Shares 668 Est. Cost $8.98 Unrealized
REZ ISHARES RESIDENTIAL REAL ESTATE ETF 0.0%
Value ($000) $6 Shares 114 Est. Cost $61.95 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $6 Shares 91 Est. Cost $65.93 Unrealized
SEE SEALED AIR CORP 0.0%
Value ($000) $6 Shares 142 Est. Cost $39.73 Unrealized -1.4%
HPE HEWLETT PACKARD ENTE 0.0%
Value ($000) $6 Shares 366 Est. Cost $11.05 Unrealized +20.2%
NJR NEW JERSEY RESOURCE 0.0%
Value ($000) $6 Shares 143 Est. Cost $32.47 Unrealized -8.7%
NMR NOMURA HOLDINGS F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $6 Shares 1,075 Est. Cost $5.58 Unrealized
TRGP TARGA RESOURCES CORP 0.0%
Value ($000) $6 Shares 135 Est. Cost $32.63 Unrealized +8.7%
UPS UNITED PARCEL SRVC CLASS B 0.0%
Value ($000) $5 Shares 44 Est. Cost $86.27 Unrealized -0.9%
TD TORONTO-DOMINION BK F 0.0%
Value ($000) $5 Shares 83 Est. Cost $57.13 Unrealized +2.4%
NTT DOCOMO INC F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $5 Shares 190 Est. Cost $26.32 Unrealized
MRC GLOBAL INC 0.0%
Value ($000) $5 Shares 326 Est. Cost $17.91 Unrealized
OGS ONE GAS INC DISC COM 0.0%
Value ($000) $5 Shares 82 Est. Cost $67.29 Unrealized 0.0%
BKR BAKER HUGHES A G E C CLASS A 0.0%
Value ($000) $5 Shares 174 Est. Cost $25.56 Unrealized -4.1%
CALLON PETROLEUM CO 0.0%
Value ($000) $5 Shares 429 Est. Cost $11.66 Unrealized
BROADCOM LTD F 0.0%
Value ($000) $5 Shares 21 Est. Cost $238.10 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.0%
Value ($000) $5 Shares 25 Est. Cost $189.88 Unrealized +8.1%
HEFA ISHARES CURRENCY HEDG MSCI EAFE ETF 0.0%
Value ($000) $5 Shares 193 Est. Cost $31.09 Unrealized
MNA INDEXIQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $5 Shares 149 Est. Cost $33.56 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $5 Shares 32 Est. Cost $156.25 Unrealized
FEM FORUM ENERGY TECH 0.0%
Value ($000) $5 Shares 449 Est. Cost $15.25 Unrealized
FFIV F5 NETWORKS INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $124.22 Unrealized +15.4%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $5 Shares 33 Est. Cost $151.52 Unrealized
WMB WILLIAMS COMPANIES 0.0%
Value ($000) $5 Shares 218 Est. Cost $18.59 Unrealized +2.6%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $5 Shares 32 Est. Cost $156.25 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $5 Shares 32 Est. Cost $169.43 Unrealized -1.4%
SPDR S&P 600 SMALL CAP ETF 0.0%
Value ($000) $5 Shares 41 Est. Cost $121.95 Unrealized
INTERPUBLIC GRP COS 0.0%
Value ($000) $4 Shares 194 Est. Cost $16.40 Unrealized 0.0%
SRE SEMPRA ENERGY 0.0%
Value ($000) $4 Shares 40 Est. Cost $44.55 Unrealized -6.2%
DBEF XTRACKERS MSCI EAFE HDGD EQY ETF 0.0%
Value ($000) $4 Shares 133 Est. Cost $30.08 Unrealized
WYNDHAM WORLDWIDE CO 0.0%
Value ($000) $4 Shares 35 Est. Cost $114.29 Unrealized
SBAC S B A COMMUNICATIONS CLASS A 0.0%
Value ($000) $4 Shares 26 Est. Cost $146.73 Unrealized +4.3%
USRT ISHARES CORE US REIT ETF 0.0%
Value ($000) $4 Shares 87 Est. Cost $45.98 Unrealized
MPT MEDICAL PROPERTIES REIT 0.0%
Value ($000) $4 Shares 282 Est. Cost $14.18 Unrealized
MA MASTERCARD INC CLASS A 0.0%
Value ($000) $4 Shares 26 Est. Cost $142.19 Unrealized +15.1%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $4 Shares 130 Est. Cost $35.57 Unrealized 0.0%
MFG MIZUHO FINL GROUP F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $4 Shares 1,211 Est. Cost $3.30 Unrealized
PDC ENERGY INC 0.0%
Value ($000) $4 Shares 87 Est. Cost $45.98 Unrealized
CB CHUBB LTD F 0.0%
Value ($000) $4 Shares 27 Est. Cost $129.55 Unrealized -2.6%
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $4 Shares 175 Est. Cost $20.15 Unrealized -6.2%
BAX BAXTER INTERNATIONAL 0.0%
Value ($000) $4 Shares 59 Est. Cost $55.78 Unrealized +5.6%
BOARDWALK PIPELINE P LP 0.0%
Value ($000) $3 Shares 271 Est. Cost $14.13 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $3 Shares 161 Est. Cost $18.63 Unrealized
DXC D X C TECHNOLOGY COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $76.85 Unrealized +8.6%
WASHINGTON PRIME GRO 0.0%
Value ($000) $3 Shares 455 Est. Cost $6.59 Unrealized
IGE ISHARES NORTH AMER NATL RES ETF 0.0%
Value ($000) $3 Shares 107 Est. Cost $37.74 Unrealized
JC PENNEY CO INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.45 Unrealized
MDT MEDTRONIC PLC F 0.0%
Value ($000) $3 Shares 45 Est. Cost $66.44 Unrealized +1.3%
TWITTER INC 0.0%
Value ($000) $3 Shares 124 Est. Cost $24.19 Unrealized
AER AERCAP HOLDINGS NV F 0.0%
Value ($000) $2 Shares 38 Est. Cost $51.26 Unrealized -0.4%
BDX BECTON DICKINSON&CO 0.0%
Value ($000) $2 Shares 9 Est. Cost $185.44 Unrealized +4.9%
AQUA AMERICA INC 0.0%
Value ($000) $2 Shares 67 Est. Cost $44.78 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $116.31 Unrealized +14.4%
ALSN ALLISON TRANSMISSION 0.0%
Value ($000) $2 Shares 57 Est. Cost $35.83 Unrealized +2.2%
CRM SALESFORCE COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $100.69 Unrealized +12.7%
CTSH COGNIZANT TECH SOLU CLASS A 0.0%
Value ($000) $2 Shares 31 Est. Cost $65.14 Unrealized +8.4%
DBJP XTRACKERS MSCI JAP HDGD EQY ETF 0.0%
Value ($000) $2 Shares 54 Est. Cost $46.73 Unrealized
GUGGENHEIM S&P 500 PURE VALUE ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $64.52 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQTY ETF 0.0%
Value ($000) $2 Shares 36 Est. Cost $70.42 Unrealized
VMWARE INC CLASS A 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
RCL ROYAL CARIBBEAN CRUI F 0.0%
Value ($000) $1 Shares 10 Est. Cost $114.36 Unrealized +2.7%
DKS DICKS SPORTING GOODS 0.0%
Value ($000) $1 Shares 20 Est. Cost $21.56 Unrealized +19.0%
SHIRE PLC F SPONSORED ADR 1 ADR REPS 3 ORD SHS 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
GT GOODYEAR TIRE RUBBER 0.0%
Value ($000) $1 Shares 45 Est. Cost $31.76 Unrealized -2.6%
AMERIGAS PARTNERS, L LP 0.0%
Value ($000) $1 Shares 31 Est. Cost $32.26 Unrealized
BWA BORG WARNER INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $40.72 Unrealized +0.8%
MICRO FOCUS INT F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $1 Shares 50 Est. Cost $40.00 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $49.00 Unrealized +5.9%
UNITED STATES STEEL 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
CITRIX SYSTEMS INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
ORGENESIS INC 0.0%
Value ($000) $1 Shares 120 Est. Cost $8.33 Unrealized
XLRE REAL ESTATE SELECT SCTR SPDR ETF 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
JACOBS ENGINEERING 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
KR KROGER COMPANY 0.0%
Value ($000) $1 Shares 27 Est. Cost $19.73 Unrealized +16.4%