GREEN SQUARE CAPITAL ADVISORS LLC Diversified Active

CIK: 0001166308 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 14, 2019

Total Value ($000): $707,064 (100.0% shares, 0.0% debt)

Holdings (310)

ACWX ISHARES MSCI ACWI EX US INDEX FUND 4.1%
Value ($000) $28,990 Shares 690,890 Est. Cost $41.96 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 3.3%
Value ($000) $23,556 Shares 428,285 Est. Cost $55.00 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $19,005 Shares 120,481 Est. Cost $29.40 Unrealized +56.5%
IWV ISHARES TRUST RUSSELL 3000 INDEX FD 2.5%
Value ($000) $17,523 Shares 119,271 Est. Cost $146.82 Unrealized
ALPS TRUST ETF ALERIAN MLP 2.3%
Value ($000) $16,076 Shares 1,841,514 Est. Cost $10.78 Unrealized
LANDMARK INFRASTRUCTURE LP COM UNIT LTD 2.1%
Value ($000) $15,090 Shares 1,308,786 Est. Cost $16.43 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 2.0%
Value ($000) $13,983 Shares 487,050 Est. Cost $28.71 Unrealized
SPY SPDR S&P 500 ETF 1.8%
Value ($000) $12,435 Shares 49,377 Est. Cost $262.32 Unrealized
AMZN AMAZON.COM INC 1.5%
Value ($000) $10,708 Shares 7,129 Est. Cost $52.00 Unrealized +59.9%
KNOP KNOT OFFSHORE PARTNERS LP 1.5%
Value ($000) $10,373 Shares 578,512 Est. Cost $9.22 Unrealized +27.1%
MAGELLAN MIDSTREAM PARTNERS LP 1.4%
Value ($000) $9,968 Shares 174,689 Est. Cost $57.48 Unrealized
EFA ISHARES MSCI EAFE ETF 1.4%
Value ($000) $9,665 Shares 164,435 Est. Cost $58.85 Unrealized
MRK MERCK & CO INC 1.3%
Value ($000) $9,472 Shares 123,064 Est. Cost $41.60 Unrealized +35.8%
ACWI ISHARES TR MSCI ACWIINDEX FD 1.2%
Value ($000) $8,704 Shares 135,258 Est. Cost $64.62 Unrealized
VZ VERIZON COMMUNICATIONS 1.2%
Value ($000) $8,657 Shares 153,977 Est. Cost $30.32 Unrealized +27.3%
RHP RYMAN HOSPITALITY PPTYS INC COM 1.2%
Value ($000) $8,586 Shares 127,120 Est. Cost $68.43 Unrealized
PG PROCTER AND GAMBLE CO COM 1.2%
Value ($000) $8,388 Shares 91,253 Est. Cost $65.93 Unrealized +13.4%
IVW ISHARES S&P 500 GROWTH ETF 1.1%
Value ($000) $8,072 Shares 53,573 Est. Cost $122.12 Unrealized
WEC WEC ENERGY GROUP INC COM 1.1%
Value ($000) $7,972 Shares 115,101 Est. Cost $46.60 Unrealized +20.1%
DUK DUKE ENERGY CORP NEW COM NEW 1.1%
Value ($000) $7,959 Shares 92,227 Est. Cost $53.41 Unrealized +19.6%
AMGN AMGEN INC 1.1%
Value ($000) $7,835 Shares 40,245 Est. Cost $131.15 Unrealized +19.6%
CNP CENTERPOINT ENERGY INC COM 1.1%
Value ($000) $7,659 Shares 271,296 Est. Cost $22.55 Unrealized +0.5%
PFE PFIZER INC COM 1.1%
Value ($000) $7,572 Shares 173,472 Est. Cost $23.94 Unrealized +25.4%
EPD ENTERPRISE PRODS PARTNERS L P 1.1%
Value ($000) $7,437 Shares 302,450 Est. Cost $45.93 Unrealized
ABBV ABBVIE INC COM 1.1%
Value ($000) $7,433 Shares 80,632 Est. Cost $46.08 Unrealized +40.6%
CSCO CISCO SYS INC 1.0%
Value ($000) $7,247 Shares 167,255 Est. Cost $21.21 Unrealized +74.1%
ARCC ARES CAP CORP COM 1.0%
Value ($000) $7,148 Shares 458,771 Est. Cost $6.83 Unrealized +22.4%
MAA MID-AMER APT CMNTYS INC 1.0%
Value ($000) $6,971 Shares 72,838 Est. Cost $75.88 Unrealized +2.6%
JPM JPMORGAN CHASE & CO COM 1.0%
Value ($000) $6,943 Shares 71,125 Est. Cost $44.17 Unrealized +98.2%
FAST FASTENAL CO COM 1.0%
Value ($000) $6,890 Shares 131,767 Est. Cost $11.74 Unrealized -4.0%
IVV ISHARES S&P 500 INDEX 1.0%
Value ($000) $6,809 Shares 27,029 Est. Cost $245.19 Unrealized
IP INTL PAPER CO COM 0.9%
Value ($000) $6,248 Shares 154,801 Est. Cost $30.37 Unrealized +0.3%
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.9%
Value ($000) $6,096 Shares 233,748 Est. Cost $25.41 Unrealized
APD AIR PRODS & CHEMS INC COM 0.8%
Value ($000) $5,990 Shares 37,424 Est. Cost $124.37 Unrealized +7.1%
ADM ARCHER DANIELS MIDLAND CO COM 0.8%
Value ($000) $5,968 Shares 145,667 Est. Cost $30.10 Unrealized +25.3%
T AT&T INC COM 0.8%
Value ($000) $5,955 Shares 208,657 Est. Cost $13.71 Unrealized +2.3%
CMI CUMMINS INC COM 0.8%
Value ($000) $5,836 Shares 43,672 Est. Cost $98.48 Unrealized +19.3%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $5,791 Shares 44,228 Est. Cost $130.94 Unrealized
VLO VALERO ENERGY CORP 0.8%
Value ($000) $5,745 Shares 76,634 Est. Cost $45.07 Unrealized +45.5%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.8%
Value ($000) $5,723 Shares 56,558 Est. Cost $101.61 Unrealized
QCOM QUALCOMM INC 0.8%
Value ($000) $5,653 Shares 99,337 Est. Cost $45.54 Unrealized +11.7%
AVGO AVAGO TECHNOLOGIES LTD 0.8%
Value ($000) $5,539 Shares 21,782 Est. Cost $18.27 Unrealized +6.1%
XOM EXXON MOBIL CORP COM 0.8%
Value ($000) $5,484 Shares 80,423 Est. Cost $55.72 Unrealized +1.2%
HD HOME DEPOT 0.8%
Value ($000) $5,414 Shares 31,508 Est. Cost $112.32 Unrealized +33.9%
OKE ONEOK INC NEW COM 0.7%
Value ($000) $5,153 Shares 95,511 Est. Cost $33.14 Unrealized +18.6%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.7%
Value ($000) $4,977 Shares 88,440 Est. Cost $56.28 Unrealized
MO ALTRIA GROUP INC COM 0.7%
Value ($000) $4,910 Shares 98,233 Est. Cost $28.19 Unrealized +17.5%
CNK CINEMARK HLDGS INC COM 0.7%
Value ($000) $4,817 Shares 134,541 Est. Cost $36.85 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.7%
Value ($000) $4,735 Shares 20,606 Est. Cost $232.52 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.6%
Value ($000) $4,464 Shares 40,470 Est. Cost $110.30 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.6%
Value ($000) $4,379 Shares 237,223 Est. Cost $6.38 Unrealized +238.7%
M MACYS INC COM 0.6%
Value ($000) $4,317 Shares 143,338 Est. Cost $33.52 Unrealized -1.8%
GSY INVESCO ULTRA SHORT DURATION ETF 0.6%
Value ($000) $4,147 Shares 82,821 Est. Cost $50.24 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.6%
Value ($000) $4,103 Shares 339,909 Est. Cost $11.03 Unrealized -9.7%
META FACEBOOK INC CL A 0.6%
Value ($000) $3,955 Shares 30,172 Est. Cost $141.41 Unrealized +1.7%
PAA PLAINS ALL AMERICAN PIPELINE LP 0.5%
Value ($000) $3,861 Shares 192,653 Est. Cost $44.65 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.5%
Value ($000) $3,633 Shares 71,915 Est. Cost $50.52 Unrealized
WESTROCK CO COM 0.5%
Value ($000) $3,575 Shares 94,674 Est. Cost $38.54 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.5%
Value ($000) $3,568 Shares 149,792 Est. Cost $23.90 Unrealized
KLAC KLA-TENCOR CORP 0.5%
Value ($000) $3,505 Shares 39,168 Est. Cost $98.18 Unrealized -14.2%
MPC MARATHON PETE CORP 0.5%
Value ($000) $3,486 Shares 59,076 Est. Cost $62.52 Unrealized -13.2%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $3,478 Shares 3,359 Est. Cost $42.04 Unrealized +26.4%
LVS LAS VEGAS SANDS CORP 0.5%
Value ($000) $3,462 Shares 66,511 Est. Cost $56.60 Unrealized -15.8%
EIX EDISON INTL COM 0.5%
Value ($000) $3,461 Shares 60,813 Est. Cost $44.44 Unrealized +2.3%
LEGG MASON INC COM 0.5%
Value ($000) $3,415 Shares 133,414 Est. Cost $25.60 Unrealized
TALLGRASS ENERGY LP CLASS A SHS 0.5%
Value ($000) $3,397 Shares 139,584 Est. Cost $23.58 Unrealized
DOMTAR CORP 0.5%
Value ($000) $3,359 Shares 95,400 Est. Cost $44.41 Unrealized
PACWEST BANCORP DEL COM 0.5%
Value ($000) $3,330 Shares 100,047 Est. Cost $49.21 Unrealized
KHC KRAFT HEINZ CO COM 0.5%
Value ($000) $3,323 Shares 77,202 Est. Cost $47.90 Unrealized -23.5%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.5%
Value ($000) $3,229 Shares 32,614 Est. Cost $98.73 Unrealized
FDX FEDEX CORP 0.4%
Value ($000) $3,065 Shares 18,928 Est. Cost $144.79 Unrealized +28.4%
SDY SPDR SER TR S&P DIVID ETF 0.4%
Value ($000) $3,017 Shares 33,704 Est. Cost $84.48 Unrealized
PBF LOGISTICS LP UNIT LTD PTNR 0.4%
Value ($000) $3,005 Shares 149,502 Est. Cost $20.52 Unrealized
ORI OLD REP INTL CORP COM 0.4%
Value ($000) $3,003 Shares 145,974 Est. Cost $11.42 Unrealized +5.4%
V VISA INC 0.4%
Value ($000) $2,986 Shares 22,635 Est. Cost $69.52 Unrealized +89.0%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $2,938 Shares 30,126 Est. Cost $80.95 Unrealized +1.4%
WFC WELLS FARGO CO NEW COM 0.4%
Value ($000) $2,919 Shares 63,353 Est. Cost $32.88 Unrealized +27.9%
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $2,682 Shares 24,655 Est. Cost $79.41 Unrealized +6.7%
RF REGIONS FINANCIAL CORP NEW 0.4%
Value ($000) $2,676 Shares 198,176 Est. Cost $11.77 Unrealized +1.9%
BUCKEYE PARTNERS UTS L P UNIT LTD PARTNERSHIP INT 0.4%
Value ($000) $2,571 Shares 88,686 Est. Cost $67.61 Unrealized
KO COCA COLA CO COM 0.4%
Value ($000) $2,558 Shares 54,027 Est. Cost $30.98 Unrealized +23.9%
HYMB SPDR SERIES TRUST NUVEEN S&P HIGH YLD MUN B ETF 0.4%
Value ($000) $2,545 Shares 45,382 Est. Cost $56.09 Unrealized
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.4%
Value ($000) $2,499 Shares 53,756 Est. Cost $69.07 Unrealized
NWL NEWELL BRANDS INC COM 0.3%
Value ($000) $2,451 Shares 131,859 Est. Cost $18.86 Unrealized -24.7%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $2,402 Shares 21,628 Est. Cost $111.06 Unrealized
MSFT MICROSOFT 0.3%
Value ($000) $2,363 Shares 23,268 Est. Cost $62.95 Unrealized +58.9%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $2,253 Shares 44,361 Est. Cost $50.79 Unrealized
NFLX NETFLIX COM INC 0.3%
Value ($000) $2,231 Shares 8,337 Est. Cost $19.54 Unrealized +53.2%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.3%
Value ($000) $2,185 Shares 33,918 Est. Cost $64.42 Unrealized
HOEGH LNG PARTNERS LP COM UNIT LTD 0.3%
Value ($000) $2,111 Shares 137,519 Est. Cost $18.60 Unrealized
CWI SPDR MSCI ACWI EX-US ETF 0.3%
Value ($000) $2,098 Shares 64,094 Est. Cost $32.73 Unrealized
SINCLAIR BROADCAST GROUP INC CL A 0.3%
Value ($000) $2,074 Shares 78,733 Est. Cost $26.34 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.3%
Value ($000) $2,059 Shares 33,228 Est. Cost $61.97 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.3%
Value ($000) $2,006 Shares 42,481 Est. Cost $54.87 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.3%
Value ($000) $1,982 Shares 34,560 Est. Cost $57.35 Unrealized
CENTURYLINK INC COM 0.3%
Value ($000) $1,829 Shares 120,757 Est. Cost $25.29 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.3%
Value ($000) $1,806 Shares 69,197 Est. Cost $25.72 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $1,751 Shares 18,708 Est. Cost $23.70 Unrealized +21.3%
VB VANGUARD SMALL CAP ETF 0.2%
Value ($000) $1,744 Shares 13,215 Est. Cost $151.71 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.2%
Value ($000) $1,702 Shares 41,236 Est. Cost $41.27 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.2%
Value ($000) $1,702 Shares 32,165 Est. Cost $52.91 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $1,684 Shares 43,120 Est. Cost $39.05 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.2%
Value ($000) $1,678 Shares 127,014 Est. Cost $13.21 Unrealized
BAC BANK AMER CORP COM 0.2%
Value ($000) $1,599 Shares 64,910 Est. Cost $14.92 Unrealized +52.8%
SON SONOCO PRODS CO COM 0.2%
Value ($000) $1,587 Shares 29,864 Est. Cost $39.63 Unrealized +8.1%
GM GENERAL MOTORS CORP 0.2%
Value ($000) $1,544 Shares 46,150 Est. Cost $26.31 Unrealized +19.1%
TGT TARGET CORP COM 0.2%
Value ($000) $1,539 Shares 23,287 Est. Cost $57.16 Unrealized +10.7%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,519 Shares 11,344 Est. Cost $115.54 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.2%
Value ($000) $1,432 Shares 12,954 Est. Cost $96.07 Unrealized +13.6%
VAW VANGUARD MATERIALS INDEX FUND 0.2%
Value ($000) $1,399 Shares 12,626 Est. Cost $110.80 Unrealized
CCL CARNIVAL CORP 0.2%
Value ($000) $1,358 Shares 27,539 Est. Cost $54.41 Unrealized -0.6%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.2%
Value ($000) $1,357 Shares 26,070 Est. Cost $28.21 Unrealized +49.9%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $1,354 Shares 14,324 Est. Cost $79.11 Unrealized 0.0%
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.2%
Value ($000) $1,331 Shares 22,179 Est. Cost $55.19 Unrealized
JP MORGAN ALERIAN MLP ETN 0.2%
Value ($000) $1,271 Shares 56,964 Est. Cost $22.31 Unrealized
INTERPUBLIC GROUP COS INC COM 0.2%
Value ($000) $1,259 Shares 61,035 Est. Cost $17.14 Unrealized 0.0%
MA MASTERCARD INC 0.2%
Value ($000) $1,228 Shares 6,507 Est. Cost $95.29 Unrealized +100.3%
PGR PROGRESSIVE CORP OHIO COM 0.2%
Value ($000) $1,209 Shares 20,045 Est. Cost $42.31 Unrealized +24.0%
FIRST DATA CORP NEW COM CL A 0.2%
Value ($000) $1,208 Shares 71,430 Est. Cost $19.14 Unrealized
ISTR INVESTAR HLDG CORP COM 0.2%
Value ($000) $1,170 Shares 47,183 Est. Cost $15.66 Unrealized +59.6%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $1,155 Shares 11,793 Est. Cost $76.72 Unrealized
COCA COLA ENTERPRISEINC 0.2%
Value ($000) $1,151 Shares 25,100 Est. Cost $45.86 Unrealized
TRANSMONTAIGNE PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP 0.2%
Value ($000) $1,150 Shares 28,332 Est. Cost $38.76 Unrealized
MPLX MPLX LP COM UNIT REPSTG LTD PARTNER INT 0.2%
Value ($000) $1,139 Shares 37,591 Est. Cost $37.44 Unrealized
ETN EATON CORP PLC SHS 0.2%
Value ($000) $1,137 Shares 16,563 Est. Cost $71.13 Unrealized -8.6%
VALERO ENERGY PARTNERS LP COM UNT REP LP 0.2%
Value ($000) $1,118 Shares 26,500 Est. Cost $41.88 Unrealized
FCAP FIRST CAPITAL INC 0.2%
Value ($000) $1,117 Shares 28,124 Est. Cost $13.78 Unrealized +138.4%
LKQ LKQ CORP COM 0.2%
Value ($000) $1,091 Shares 45,964 Est. Cost $28.33 Unrealized -13.9%
IJR ISHARES S&P SMALLCAP 600 ETF 0.2%
Value ($000) $1,089 Shares 15,711 Est. Cost $72.40 Unrealized
IGF ISHARES TRUST S&P GLOBAL INFRASTRUCTUR 0.2%
Value ($000) $1,066 Shares 27,077 Est. Cost $39.82 Unrealized
UNP UNION PACIFIC CORP COM 0.1%
Value ($000) $1,058 Shares 7,653 Est. Cost $64.77 Unrealized +95.2%
NMFC NEW MOUNTAIN FIN CORP 0.1%
Value ($000) $1,045 Shares 83,100 Est. Cost $5.73 Unrealized +5.7%
SO SOUTHERN CO COM 0.1%
Value ($000) $1,044 Shares 23,769 Est. Cost $33.24 Unrealized +3.0%
NUANCE COMMUNICATIONS INC 0.1%
Value ($000) $1,035 Shares 78,255 Est. Cost $17.22 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $1,030 Shares 2,991 Est. Cost $17.20 Unrealized +32.4%
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.1%
Value ($000) $1,023 Shares 10,250 Est. Cost $89.70 Unrealized
PBF PBF ENERGY INC CL A 0.1%
Value ($000) $1,006 Shares 30,797 Est. Cost $23.33 Unrealized +72.9%
NOW SERVICENOW INC COM 0.1%
Value ($000) $996 Shares 5,592 Est. Cost $37.82 Unrealized -6.2%
ADSK AUTODESK INC 0.1%
Value ($000) $995 Shares 7,735 Est. Cost $141.21 Unrealized -4.4%
BA BOEING CO COM 0.1%
Value ($000) $992 Shares 3,075 Est. Cost $140.32 Unrealized +138.7%
GVA GRANITE CONSTR INC COM 0.1%
Value ($000) $977 Shares 24,165 Est. Cost $56.52 Unrealized -19.2%
HOLLY ENERGY PARTNERS LP 0.1%
Value ($000) $970 Shares 33,975 Est. Cost $31.43 Unrealized
DG DOLLAR GEN CORP 0.1%
Value ($000) $944 Shares 8,731 Est. Cost $69.05 Unrealized +42.8%
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $934 Shares 13,934 Est. Cost $67.30 Unrealized -3.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $932 Shares 6,796 Est. Cost $174.51 Unrealized
CELGENE CORP 0.1%
Value ($000) $919 Shares 14,340 Est. Cost $107.50 Unrealized
FLEETCOR TECHNOLOGIES INC COM 0.1%
Value ($000) $911 Shares 4,903 Est. Cost $205.22 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $903 Shares 24,349 Est. Cost $37.88 Unrealized
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $866 Shares 20,849 Est. Cost $34.91 Unrealized +17.1%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $852 Shares 7,116 Est. Cost $102.48 Unrealized +4.6%
CTSH COGNIZANT TECH SOLUTIONS CORP 0.1%
Value ($000) $846 Shares 13,323 Est. Cost $52.19 Unrealized +20.0%
ALEXION PHARMACEUTICALS INC COM 0.1%
Value ($000) $842 Shares 8,650 Est. Cost $122.36 Unrealized
APOLLO INVT CORP COM NEW 0.1%
Value ($000) $829 Shares 64,542 Est. Cost $5.69 Unrealized
BKNG PRICELINE.COM INC 0.1%
Value ($000) $823 Shares 478 Est. Cost $1933.94 Unrealized -6.7%
PEP PEPSICO INC COM 0.1%
Value ($000) $790 Shares 7,089 Est. Cost $80.82 Unrealized +12.2%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $777 Shares 4,659 Est. Cost $166.77 Unrealized
NIELSEN HLDGS BV EUR0.07 SEDOL #B4NTRF5 0.1%
Value ($000) $775 Shares 33,236 Est. Cost $30.07 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $775 Shares 4,821 Est. Cost $163.92 Unrealized +7.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $754 Shares 11,715 Est. Cost $46.19 Unrealized +16.1%
GME GAMESTOP CORP 0.1%
Value ($000) $746 Shares 59,090 Est. Cost $3.76 Unrealized -12.0%
USFD US FOODS HLDG CORP COM 0.1%
Value ($000) $732 Shares 23,131 Est. Cost $32.68 Unrealized -5.6%
E-TRADE FINANCIAL CORP 0.1%
Value ($000) $729 Shares 16,604 Est. Cost $43.09 Unrealized
ADBE ADOBE SYS INC 0.1%
Value ($000) $724 Shares 3,200 Est. Cost $113.76 Unrealized +112.2%
CBOE CBOE GLOBAL MARKETS INC COM 0.1%
Value ($000) $723 Shares 7,393 Est. Cost $79.21 Unrealized +19.6%
PSEC PROSPECT CAPITAL CORPORATION 0.1%
Value ($000) $715 Shares 112,194 Est. Cost $2.56 Unrealized +9.1%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $708 Shares 3,382 Est. Cost $142.46 Unrealized +77.4%
NUSTAR ENERGY LP UNIT 0.1%
Value ($000) $693 Shares 33,126 Est. Cost $45.04 Unrealized
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $691 Shares 14,041 Est. Cost $23.30 Unrealized +16.5%
GPK GRAPHIC PACKAGING HLDG CO COM 0.1%
Value ($000) $690 Shares 64,549 Est. Cost $12.89 Unrealized -9.2%
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $687 Shares 6,041 Est. Cost $94.66 Unrealized -7.1%
UPLD UPLAND SOFTWARE INC COM 0.1%
Value ($000) $677 Shares 24,911 Est. Cost $7.39 Unrealized +306.0%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $670 Shares 7,742 Est. Cost $86.54 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $656 Shares 8,777 Est. Cost $48.11 Unrealized +21.4%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.1%
Value ($000) $652 Shares 15,379 Est. Cost $42.61 Unrealized +13.7%
GBDC GOLUB CAP BDC INC COM 0.1%
Value ($000) $647 Shares 39,224 Est. Cost $9.14 Unrealized -1.7%
INTC INTEL CORP COM 0.1%
Value ($000) $623 Shares 13,281 Est. Cost $23.66 Unrealized +69.9%
MOO MARKET VECTORS ETF TRUST AGRIBUSINESS 0.1%
Value ($000) $617 Shares 10,838 Est. Cost $51.58 Unrealized
ICE INTERCONTINENTALEXCHINTL 0.1%
Value ($000) $602 Shares 7,992 Est. Cost $50.89 Unrealized +37.3%
BLACKROCK INC 0.1%
Value ($000) $600 Shares 1,527 Est. Cost $387.12 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $594 Shares 7,061 Est. Cost $45.54 Unrealized +82.5%
INTU INTUIT INC 0.1%
Value ($000) $591 Shares 3,000 Est. Cost $65.01 Unrealized +205.4%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $581 Shares 3,085 Est. Cost $21.33 Unrealized +46.2%
NRG NRG ENERGY INC COM NEW 0.1%
Value ($000) $579 Shares 14,625 Est. Cost $27.85 Unrealized +14.2%
AZN ASTRAZENECA PLC- SPONS ADR 0.1%
Value ($000) $575 Shares 15,144 Est. Cost $35.31 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value ($000) $563 Shares 3,278 Est. Cost $195.59 Unrealized -13.8%
KNX KNIGHT SWIFT TRANSN HLDGS INC CL A 0.1%
Value ($000) $549 Shares 21,891 Est. Cost $35.81 Unrealized -19.5%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $530 Shares 11,503 Est. Cost $30.16 Unrealized +27.0%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $528 Shares 4,088 Est. Cost $98.71 Unrealized +15.6%
NVO NOVO-NORDISK A/S ADR ADR CMN 0.1%
Value ($000) $524 Shares 11,384 Est. Cost $50.82 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $521 Shares 8,206 Est. Cost $50.77 Unrealized +8.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $516 Shares 8,635 Est. Cost $65.05 Unrealized
CSX CSX CORP 0.1%
Value ($000) $516 Shares 8,300 Est. Cost $15.23 Unrealized +37.2%
CNC CENTENE CORP DEL 0.1%
Value ($000) $515 Shares 4,464 Est. Cost $31.41 Unrealized +113.2%
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $511 Shares 14,076 Est. Cost $46.56 Unrealized -13.6%
KMI KINDER MORGAN INC 0.1%
Value ($000) $511 Shares 33,209 Est. Cost $13.69 Unrealized -18.2%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $510 Shares 4,363 Est. Cost $68.69 Unrealized +44.1%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $494 Shares 12,316 Est. Cost $34.88 Unrealized +2.6%
BERRY PLASTICS GROUPINC COM 0.1%
Value ($000) $489 Shares 10,284 Est. Cost $49.51 Unrealized
T C PIPELINES 0.1%
Value ($000) $485 Shares 15,105 Est. Cost $49.84 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $484 Shares 2,148 Est. Cost $169.41 Unrealized +22.9%
XYZ SQUARE INC CL A 0.1%
Value ($000) $482 Shares 8,586 Est. Cost $47.64 Unrealized +48.2%
EOG EOG RESOURCES INC 0.1%
Value ($000) $480 Shares 5,504 Est. Cost $68.34 Unrealized +18.0%
MMM 3M CO COM 0.1%
Value ($000) $478 Shares 2,508 Est. Cost $129.68 Unrealized -1.1%
D DOMINION RESOURCES INC 0.1%
Value ($000) $469 Shares 6,558 Est. Cost $54.12 Unrealized -1.6%
VRTX VERTEX PHARMACEUTICALS IN 0.1%
Value ($000) $467 Shares 2,817 Est. Cost $163.34 Unrealized +6.1%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $452 Shares 2,543 Est. Cost $121.27 Unrealized +23.8%
MET METLIFE INC COM 0.1%
Value ($000) $451 Shares 10,979 Est. Cost $35.12 Unrealized -4.1%
FAF FIRST AMERN FINL CORP COM 0.1%
Value ($000) $442 Shares 9,904 Est. Cost $39.59 Unrealized -8.1%
DHR DANAHER CORP 0.1%
Value ($000) $438 Shares 4,240 Est. Cost $74.91 Unrealized +17.3%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $438 Shares 1,789 Est. Cost $259.99 Unrealized +6.3%
ECL ECOLAB INC COM 0.1%
Value ($000) $426 Shares 2,884 Est. Cost $104.33 Unrealized +35.6%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $423 Shares 6,191 Est. Cost $83.01 Unrealized
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.1%
Value ($000) $422 Shares 8,459 Est. Cost $50.63 Unrealized
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $421 Shares 8,479 Est. Cost $34.95 Unrealized +15.3%
DY DYCOM INDS INC COM 0.1%
Value ($000) $419 Shares 7,755 Est. Cost $67.20 Unrealized 0.0%
AXON AXON ENTERPRISE INC COM 0.1%
Value ($000) $417 Shares 9,540 Est. Cost $31.18 Unrealized +66.4%
XPO XPO LOGISTICS INC COM 0.1%
Value ($000) $409 Shares 7,176 Est. Cost $25.77 Unrealized +7.5%
KEY KEYCORP NEW COM 0.1%
Value ($000) $403 Shares 27,245 Est. Cost $11.14 Unrealized +12.4%
CAJPY CANON INC SPONSORED ADR 0.1%
Value ($000) $399 Shares 14,455 Est. Cost $36.15 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $395 Shares 6,030 Est. Cost $59.43 Unrealized -0.1%
LYB LYONDELLBASELL 0.1%
Value ($000) $392 Shares 4,717 Est. Cost $68.63 Unrealized -15.5%
CTRA CABOT OIL & GAS CORP COM 0.1%
Value ($000) $390 Shares 17,439 Est. Cost $16.51 Unrealized +8.4%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $383 Shares 3,958 Est. Cost $74.54 Unrealized +8.0%
TOTAL SYS SVCS INC COM 0.1%
Value ($000) $378 Shares 4,637 Est. Cost $45.40 Unrealized
SLRC SOLAR CAP LTD COM 0.1%
Value ($000) $377 Shares 19,218 Est. Cost $8.15 Unrealized +24.9%
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD 0.1%
Value ($000) $374 Shares 3,645 Est. Cost $80.64 Unrealized +36.1%
OMC OMNICOM GROUP INC COM 0.1%
Value ($000) $371 Shares 5,024 Est. Cost $53.67 Unrealized +6.6%
DUNKIN BRANDS GROUP INC COM 0.1%
Value ($000) $362 Shares 5,639 Est. Cost $55.12 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.1%
Value ($000) $361 Shares 2,600 Est. Cost $151.92 Unrealized
KRO KRONOS WORLDWIDE INC COM 0.1%
Value ($000) $360 Shares 31,272 Est. Cost $9.07 Unrealized 0.0%
SR SPIRE INC COM 0.1%
Value ($000) $360 Shares 4,819 Est. Cost $72.81 Unrealized
BFH ALLIANCE DATA SYSTEMS 0.1%
Value ($000) $354 Shares 2,356 Est. Cost $153.89 Unrealized -10.2%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $354 Shares 2,297 Est. Cost $105.39 Unrealized +20.0%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $344 Shares 2,975 Est. Cost $68.52 Unrealized +47.9%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $339 Shares 4,250 Est. Cost $68.78 Unrealized +8.3%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $339 Shares 2,139 Est. Cost $86.96 Unrealized +48.9%
SYK STRYKER CORP COM 0.0%
Value ($000) $335 Shares 2,131 Est. Cost $134.17 Unrealized +15.4%
COOPER COMPANIES INC 0.0%
Value ($000) $332 Shares 1,304 Est. Cost $154.14 Unrealized
QQQ POWERSHARES QQQ TR 0.0%
Value ($000) $332 Shares 2,153 Est. Cost $154.20 Unrealized
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.0%
Value ($000) $329 Shares 5,420 Est. Cost $73.64 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $326 Shares 4,504 Est. Cost $59.25 Unrealized +10.9%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $322 Shares 3,621 Est. Cost $67.60 Unrealized +17.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $319 Shares 1,218 Est. Cost $169.04 Unrealized +47.9%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $315 Shares 7,834 Est. Cost $31.86 Unrealized +36.3%
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value ($000) $303 Shares 5,793 Est. Cost $51.96 Unrealized -3.2%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $302 Shares 6,700 Est. Cost $37.27 Unrealized +30.2%
WESTERN ASST MNGD MUN FD INC COM 0.0%
Value ($000) $302 Shares 23,780 Est. Cost $12.70 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $300 Shares 10,255 Est. Cost $28.94 Unrealized -4.3%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $300 Shares 3,340 Est. Cost $77.18 Unrealized +10.8%
SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $295 Shares 2,600 Est. Cost $168.08 Unrealized
FISV FISERV INC 0.0%
Value ($000) $295 Shares 4,009 Est. Cost $64.59 Unrealized +19.7%
BLACKROCK MUNIHLDS INVSTM QLTY COM 0.0%
Value ($000) $293 Shares 23,015 Est. Cost $12.73 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $292 Shares 6,212 Est. Cost $38.98 Unrealized +1.7%
AFL AFLAC INC COM 0.0%
Value ($000) $287 Shares 6,293 Est. Cost $36.25 Unrealized +3.7%
PAYX PAYCHEX INC 0.0%
Value ($000) $285 Shares 4,379 Est. Cost $49.63 Unrealized +10.9%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $282 Shares 5,995 Est. Cost $49.16 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $282 Shares 3,039 Est. Cost $78.39 Unrealized +10.5%
SRE SEMPRA ENERGY 0.0%
Value ($000) $281 Shares 2,594 Est. Cost $38.87 Unrealized +16.3%
BLACKROCK CAPITAL INVESTMENT C COM 0.0%
Value ($000) $279 Shares 50,917 Est. Cost $7.43 Unrealized
NUVEEN ENHANCED MUN VALUE FD COM 0.0%
Value ($000) $276 Shares 21,419 Est. Cost $12.89 Unrealized
BLACKROCK MUN INCOME TR SH BEN INT 0.0%
Value ($000) $275 Shares 22,586 Est. Cost $12.18 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $275 Shares 2,150 Est. Cost $134.90 Unrealized -18.1%
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $271 Shares 20,227 Est. Cost $13.40 Unrealized
RAYTHEON CO COM NEW 0.0%
Value ($000) $271 Shares 1,757 Est. Cost $175.21 Unrealized
APOLLO GLOBAL MGMT LLC CL A SHS 0.0%
Value ($000) $270 Shares 11,000 Est. Cost $29.98 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $269 Shares 10,109 Est. Cost $41.18 Unrealized -29.2%
IWO ISHARES RUSSELL 2000 GROWTH INDEX 0.0%
Value ($000) $266 Shares 1,586 Est. Cost $215.64 Unrealized
ATR APTARGROUP INC 0.0%
Value ($000) $262 Shares 2,780 Est. Cost $73.82 Unrealized +25.8%
BBY BEST BUY INC 0.0%
Value ($000) $258 Shares 4,872 Est. Cost $39.45 Unrealized +25.9%
SCHR SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF 0.0%
Value ($000) $256 Shares 4,836 Est. Cost $53.68 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $255 Shares 4,098 Est. Cost $54.19 Unrealized +9.8%
CLH CLEAN HARBORS, INC 0.0%
Value ($000) $253 Shares 5,130 Est. Cost $52.89 Unrealized +17.8%
RIO RIO TINTO PLC SPON ADR 0.0%
Value ($000) $253 Shares 5,219 Est. Cost $53.15 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $248 Shares 4,666 Est. Cost $54.38 Unrealized
RRR RED ROCK RESORTS INC CL A 0.0%
Value ($000) $248 Shares 12,182 Est. Cost $32.22 Unrealized -27.0%
AGG ISHARES AGGREGATE BOND ETF 0.0%
Value ($000) $241 Shares 2,262 Est. Cost $106.54 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.0%
Value ($000) $236 Shares 1,676 Est. Cost $107.12 Unrealized +33.4%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $236 Shares 5,229 Est. Cost $37.70 Unrealized +14.5%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $236 Shares 5,902 Est. Cost $29.41 Unrealized +40.6%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $235 Shares 7,576 Est. Cost $20.25 Unrealized 0.0%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $233 Shares 2,413 Est. Cost $193.75 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $232 Shares 3,227 Est. Cost $64.46 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $226 Shares 2,897 Est. Cost $70.15 Unrealized
BEACON ROOFING SUPPLY INC COM 0.0%
Value ($000) $226 Shares 7,140 Est. Cost $31.65 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $222 Shares 2,423 Est. Cost $68.53 Unrealized +12.6%
FHN FIRST HORIZON NATL CORP COM 0.0%
Value ($000) $222 Shares 16,706 Est. Cost $14.31 Unrealized -17.3%
DOWDUPONT INC COM 0.0%
Value ($000) $218 Shares 4,083 Est. Cost $69.23 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $217 Shares 4,178 Est. Cost $44.28 Unrealized -7.5%
LINDE PLC COM 0.0%
Value ($000) $210 Shares 1,347 Est. Cost $155.90 Unrealized
SVB FINL GROUP 0.0%
Value ($000) $209 Shares 1,100 Est. Cost $187.27 Unrealized
TMUS T MOBILE US INC COM 0.0%
Value ($000) $205 Shares 3,216 Est. Cost $60.44 Unrealized +7.3%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $205 Shares 3,445 Est. Cost $59.36 Unrealized -10.9%
WERN WERNER ENTERPRISES INC COM 0.0%
Value ($000) $202 Shares 6,806 Est. Cost $37.19 Unrealized -12.3%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $201 Shares 3,502 Est. Cost $60.79 Unrealized -0.8%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $200 Shares 1,900 Est. Cost $105.26 Unrealized
MRTN MARTEN TRANSPORT LTD 0.0%
Value ($000) $192 Shares 11,831 Est. Cost $7.75 Unrealized +35.3%
CENTER COAST MLP & INFRASTRUCTURE FD 0.0%
Value ($000) $187 Shares 27,261 Est. Cost $8.49 Unrealized
CALLON PETE CO DEL COM 0.0%
Value ($000) $162 Shares 25,000 Est. Cost $9.48 Unrealized
FIREEYE INC COM 0.0%
Value ($000) $162 Shares 10,000 Est. Cost $16.20 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $162 Shares 21,153 Est. Cost $7.24 Unrealized -14.2%
CAESARS ENTMT CORP COM 0.0%
Value ($000) $147 Shares 21,600 Est. Cost $10.19 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $133 Shares 10,604 Est. Cost $12.54 Unrealized
PGNN PARAGON NATIONAL BANK 0.0%
Value ($000) $127 Shares 15,000 Est. Cost $5.95 Unrealized +76.5%
NUVEEN QUALITY PFD INCOME FD 2 0.0%
Value ($000) $125 Shares 15,129 Est. Cost $9.56 Unrealized
WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC 0.0%
Value ($000) $119 Shares 27,167 Est. Cost $5.18 Unrealized
HLX HELIX ENERGY SOLUTION GP 0.0%
Value ($000) $70 Shares 12,968 Est. Cost $4.80 Unrealized +69.7%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $59 Shares 10,200 Est. Cost $4.80 Unrealized
KODK EASTMAN KODAK CO COM NEW 0.0%
Value ($000) $38 Shares 15,000 Est. Cost $11.89 Unrealized -74.4%
HIGHPOINT RES CORP COM 0.0%
Value ($000) $34 Shares 13,500 Est. Cost $6.07 Unrealized
AMPIO PHARMACEUTICALS INC 0.0%
Value ($000) $22 Shares 55,500 Est. Cost $0.40 Unrealized