WEST BANCORPORATION INC Diversified Active

CIK: 0001166928 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 30, 2020

Total Value ($000): $71,978 (100.0% shares, 0.0% debt)

Holdings (272)

American Equity Investment Life Holding CO 10.1%
Value ($000) $7,291 Shares 387,843 Est. Cost $29.93 Unrealized
IWR ISHARES Russell Midcap ETF 8.1%
Value ($000) $5,814 Shares 134,679 Est. Cost $59.62 Unrealized
IWF ISHARES Russell 1000 Growth ETF 7.9%
Value ($000) $5,680 Shares 37,700 Est. Cost $175.93 Unrealized
VEA Vanguard FTSE Developed Markets ETF 7.5%
Value ($000) $5,400 Shares 161,979 Est. Cost $44.06 Unrealized
IWD Russell 1000 Value Ishare ETF 7.4%
Value ($000) $5,323 Shares 53,674 Est. Cost $135.45 Unrealized
IVV ISHARES Core S&P 500 ETF 5.4%
Value ($000) $3,858 Shares 14,929 Est. Cost $323.22 Unrealized
VYM Vanguard High Dividend Yield ETF 4.1%
Value ($000) $2,925 Shares 41,345 Est. Cost $93.71 Unrealized
IWM ISHARES Russell 2000 Index Fd ETF 3.8%
Value ($000) $2,751 Shares 24,036 Est. Cost $164.11 Unrealized
EFA ISHARES MSCI EAFE Index Fd ETF 1.8%
Value ($000) $1,284 Shares 24,015 Est. Cost $69.45 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 1.5%
Value ($000) $1,067 Shares 31,813 Est. Cost $44.48 Unrealized
CASY Caseys General Stores INC 1.5%
Value ($000) $1,060 Shares 8,000 Est. Cost $159.01 Unrealized -2.0%
DON Wisdomtree US Mid Cap Dividend ETF 1.3%
Value ($000) $936 Shares 38,735 Est. Cost $37.02 Unrealized
MSFT Microsoft Corp 1.3%
Value ($000) $907 Shares 5,751 Est. Cost $139.23 Unrealized +12.3%
SDY Spdr S&p Dividend Etf 1.1%
Value ($000) $804 Shares 10,071 Est. Cost $107.57 Unrealized
IDV ISHARES Intl Select Dividend ETF 1.1%
Value ($000) $759 Shares 33,591 Est. Cost $33.57 Unrealized
AAPL Apple INC 1.0%
Value ($000) $732 Shares 2,879 Est. Cost $62.02 Unrealized +14.6%
DES Wisdomtree US Smallcap Dividend Fund Etf 1.0%
Value ($000) $731 Shares 40,581 Est. Cost $27.08 Unrealized
WTBA West Bancorporation INC 1.0%
Value ($000) $712 Shares 43,557 Est. Cost $23.77 Unrealized -9.2%
SO Southern CO 1.0%
Value ($000) $708 Shares 13,069 Est. Cost $48.90 Unrealized +3.2%
PFE Pfizer INC 0.9%
Value ($000) $659 Shares 20,184 Est. Cost $26.71 Unrealized -3.3%
HON Honeywell International INC 0.9%
Value ($000) $623 Shares 4,659 Est. Cost $143.91 Unrealized -5.1%
T AT&T INC 0.8%
Value ($000) $610 Shares 20,926 Est. Cost $18.78 Unrealized -3.3%
HD Home Depot INC 0.8%
Value ($000) $605 Shares 3,241 Est. Cost $194.99 Unrealized -2.5%
PM Philip Morris International INC 0.8%
Value ($000) $593 Shares 8,129 Est. Cost $60.01 Unrealized +1.2%
VZ Verizon Communications INC 0.8%
Value ($000) $590 Shares 10,972 Est. Cost $42.51 Unrealized -3.5%
MRK Merck & CO INC 0.7%
Value ($000) $539 Shares 7,010 Est. Cost $67.55 Unrealized -3.6%
BRK/B Berkshire Hathaway INC 0.7%
Value ($000) $523 Shares 2,861 Est. Cost $217.17 Unrealized -2.1%
AMZN Amazon.com INC 0.7%
Value ($000) $501 Shares 257 Est. Cost $90.12 Unrealized +7.4%
VIG Vanguard Dividend Appreciation ETF 0.7%
Value ($000) $490 Shares 4,739 Est. Cost $124.66 Unrealized
WMT Walmart INC 0.6%
Value ($000) $456 Shares 4,017 Est. Cost $35.81 Unrealized -1.2%
GOOG Alphabet INC 0.6%
Value ($000) $431 Shares 371 Est. Cost $64.94 Unrealized +3.7%
MMM 3M CO 0.5%
Value ($000) $392 Shares 2,874 Est. Cost $111.76 Unrealized -5.2%
UPS United Parcel Service INC 0.5%
Value ($000) $384 Shares 4,109 Est. Cost $92.83 Unrealized -11.8%
MDLZ Mondelez International INC 0.5%
Value ($000) $380 Shares 7,584 Est. Cost $45.90 Unrealized +1.8%
IBM International Business Machines Corp 0.5%
Value ($000) $351 Shares 3,162 Est. Cost $99.90 Unrealized -1.6%
MO Altria Group INC 0.4%
Value ($000) $303 Shares 7,841 Est. Cost $28.79 Unrealized -4.3%
ADBE Adobe INC 0.4%
Value ($000) $295 Shares 928 Est. Cost $294.23 Unrealized +16.3%
JPM JPMORGAN Chase & CO 0.4%
Value ($000) $293 Shares 3,252 Est. Cost $108.67 Unrealized -4.7%
FISV Fiserv INC 0.4%
Value ($000) $279 Shares 2,941 Est. Cost $110.43 Unrealized +0.6%
MDT Medtronic Plc 0.4%
Value ($000) $259 Shares 2,871 Est. Cost $92.57 Unrealized -2.6%
LHX L3harris Technologies INC 0.4%
Value ($000) $254 Shares 1,412 Est. Cost $177.69 Unrealized +2.4%
CMCSA Comcast Corp 0.4%
Value ($000) $254 Shares 7,394 Est. Cost $37.86 Unrealized -4.8%
ABT Abbott Laboratories 0.4%
Value ($000) $252 Shares 3,196 Est. Cost $75.30 Unrealized +0.0%
CVX Chevron Corp 0.3%
Value ($000) $250 Shares 3,457 Est. Cost $89.68 Unrealized -15.2%
EA Electronic Arts INC 0.3%
Value ($000) $248 Shares 2,476 Est. Cost $96.52 Unrealized +6.0%
ADM Archer Daniels Midland CO 0.3%
Value ($000) $241 Shares 6,859 Est. Cost $35.73 Unrealized -3.3%
CVS CVS Health Corp 0.3%
Value ($000) $233 Shares 3,923 Est. Cost $57.78 Unrealized -4.3%
TMO Thermo Fisher Scientific INC 0.3%
Value ($000) $231 Shares 814 Est. Cost $298.40 Unrealized +4.1%
COST Costco Wholesale Corp 0.3%
Value ($000) $229 Shares 803 Est. Cost $271.65 Unrealized +2.3%
NEE Nextera Energy INC 0.3%
Value ($000) $228 Shares 949 Est. Cost $50.17 Unrealized +8.2%
PYPL Paypal Holdings INC 0.3%
Value ($000) $224 Shares 2,339 Est. Cost $103.97 Unrealized +5.9%
MA Mastercard INC 0.3%
Value ($000) $219 Shares 905 Est. Cost $272.58 Unrealized +5.6%
DHR Danaher Corp 0.3%
Value ($000) $217 Shares 1,569 Est. Cost $123.13 Unrealized +6.6%
AMT American Tower Corp Reit 0.3%
Value ($000) $214 Shares 984 Est. Cost $183.82 Unrealized +7.3%
ETN Eaton Corporation Plc 0.3%
Value ($000) $214 Shares 2,756 Est. Cost $79.74 Unrealized +3.6%
Blackrock INC 0.3%
Value ($000) $210 Shares 477 Est. Cost $503.24 Unrealized
KEYS Keysight Technologies INC 0.3%
Value ($000) $206 Shares 2,462 Est. Cost $102.19 Unrealized -7.1%
MCD Mcdonald's Corp 0.3%
Value ($000) $203 Shares 1,230 Est. Cost $171.92 Unrealized -0.0%
IQV Iqvia Holdings INC 0.3%
Value ($000) $194 Shares 1,801 Est. Cost $146.00 Unrealized -2.1%
JNJ Johnson & Johnson 0.3%
Value ($000) $193 Shares 1,470 Est. Cost $114.10 Unrealized +5.3%
PG Procter & Gamble CO 0.3%
Value ($000) $190 Shares 1,723 Est. Cost $105.24 Unrealized -1.3%
WM Waste Management INC 0.3%
Value ($000) $184 Shares 1,993 Est. Cost $102.13 Unrealized +2.0%
AEP American Electric Power Company INC 0.3%
Value ($000) $183 Shares 2,285 Est. Cost $74.24 Unrealized +3.1%
VFC Vf Corp 0.3%
Value ($000) $182 Shares 3,364 Est. Cost $89.29 Unrealized -12.7%
APD Air Products And Chemicals INC 0.2%
Value ($000) $173 Shares 866 Est. Cost $194.29 Unrealized +1.4%
DGX Quest Diagnostics INC 0.2%
Value ($000) $169 Shares 2,101 Est. Cost $92.43 Unrealized -0.3%
CRM Salesforce.com INC 0.2%
Value ($000) $164 Shares 1,141 Est. Cost $154.88 Unrealized +9.4%
LNT Alliant Energy Corp 0.2%
Value ($000) $164 Shares 3,400 Est. Cost $43.82 Unrealized +3.8%
STZ Constellation Brands INC 0.2%
Value ($000) $163 Shares 1,139 Est. Cost $160.29 Unrealized -0.1%
META Facebook INC 0.2%
Value ($000) $162 Shares 969 Est. Cost $192.44 Unrealized +1.0%
VOO Vanguard Index Funds S&p 500 ETF 0.2%
Value ($000) $159 Shares 670 Est. Cost $295.52 Unrealized
Aon Plc 0.2%
Value ($000) $157 Shares 949 Est. Cost $208.29 Unrealized
MKC Mccormick & Company INC 0.2%
Value ($000) $151 Shares 1,069 Est. Cost $73.07 Unrealized -5.6%
IEFA Ishares Core Msci Eafe Etf 0.2%
Value ($000) $150 Shares 3,008 Est. Cost $65.16 Unrealized
LQD ISHARES Iboxx Inv Grade Corp Bond Fund 0.2%
Value ($000) $150 Shares 1,213 Est. Cost $127.78 Unrealized
V Visa INC 0.2%
Value ($000) $143 Shares 885 Est. Cost $172.55 Unrealized +4.7%
DVY ISHARES Dow Jones Select Dividend 0.2%
Value ($000) $142 Shares 1,933 Est. Cost $105.54 Unrealized
TFC Truist Financial Corp 0.2%
Value ($000) $138 Shares 4,487 Est. Cost $40.89 Unrealized -12.0%
First Trust Enhanced Equity Income Fund 0.2%
Value ($000) $135 Shares 10,746 Est. Cost $15.94 Unrealized
IWP ISHARES Russell Midcap Growth ETF 0.2%
Value ($000) $134 Shares 1,103 Est. Cost $152.50 Unrealized
GS Goldman Sachs Group INC 0.2%
Value ($000) $126 Shares 814 Est. Cost $184.40 Unrealized 0.0%
INTC Intel Corp 0.2%
Value ($000) $125 Shares 2,312 Est. Cost $49.26 Unrealized +6.2%
ISRG Intuitive Surgical INC 0.2%
Value ($000) $123 Shares 249 Est. Cost $187.24 Unrealized -2.2%
Ubs Ag (Edinburgh Branch) Etracs Alerian Mlp Index Etn 0.2%
Value ($000) $123 Shares 21,320 Est. Cost $13.70 Unrealized
USB U.S. Bancorp US 0.2%
Value ($000) $115 Shares 3,340 Est. Cost $44.33 Unrealized -16.0%
VGT Vanguard Information Technology Etf 0.2%
Value ($000) $114 Shares 536 Est. Cost $244.40 Unrealized
BND Vanguard Total Bond Market ETF 0.2%
Value ($000) $113 Shares 1,329 Est. Cost $83.52 Unrealized
GILD Gilead Sciences INC 0.2%
Value ($000) $112 Shares 1,501 Est. Cost $51.27 Unrealized +7.1%
VHT Vanguard Health Care Etf 0.2%
Value ($000) $110 Shares 660 Est. Cost $187.63 Unrealized
Ubs Ag (St Helier Branch) E Tracs Alerian Mlp Infrastr Etn 0.2%
Value ($000) $108 Shares 13,298 Est. Cost $19.40 Unrealized
Royal Dutch PLC 0.2%
Value ($000) $108 Shares 3,300 Est. Cost $60.00 Unrealized
IJK ISHARES S&P Mid-Cap 400 Growth Index 0.1%
Value ($000) $105 Shares 590 Est. Cost $237.70 Unrealized
EPD Enterprise Products Partners LP 0.1%
Value ($000) $104 Shares 7,240 Est. Cost $28.18 Unrealized
VTV Vanguard Index Funds Vanguard Value ETF 0.1%
Value ($000) $102 Shares 1,143 Est. Cost $119.86 Unrealized
VCR Vanguard Consumer Discretionary Etf 0.1%
Value ($000) $99 Shares 680 Est. Cost $189.71 Unrealized
VTI Vanguard Total Stock Market VIPERs ETF 0.1%
Value ($000) $91 Shares 704 Est. Cost $163.24 Unrealized
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $91 Shares 1,296 Est. Cost $92.59 Unrealized
IJR ISHARES Core S & P Small Cap ETF 0.1%
Value ($000) $81 Shares 1,435 Est. Cost $83.62 Unrealized
WFC Wells Fargo & CO 0.1%
Value ($000) $80 Shares 2,774 Est. Cost $44.70 Unrealized -18.0%
VYMI Vanguard Internatl High Div Yield Index Fund Internatnl Hgh Yld Etf 0.1%
Value ($000) $79 Shares 1,750 Est. Cost $64.00 Unrealized
GIS General Mills INC 0.1%
Value ($000) $79 Shares 1,500 Est. Cost $42.80 Unrealized +1.2%
PEP Pepsico INC 0.1%
Value ($000) $78 Shares 647 Est. Cost $112.78 Unrealized -0.0%
VFH Vanguard Financials Etf 0.1%
Value ($000) $78 Shares 1,530 Est. Cost $76.47 Unrealized
CTSH Cognizant Technology Solutions Corp 0.1%
Value ($000) $75 Shares 1,611 Est. Cost $56.34 Unrealized -3.3%
ISHARES COMEX Gold Trust ETF 0.1%
Value ($000) $74 Shares 4,903 Est. Cost $15.09 Unrealized
BAC Bank Of America Corp 0.1%
Value ($000) $74 Shares 3,468 Est. Cost $27.79 Unrealized -6.8%
IJJ ISHARES S&P Mid-Cap 400 Value Index 0.1%
Value ($000) $73 Shares 668 Est. Cost $171.27 Unrealized
XLK Technology Select Sector SPDR 0.1%
Value ($000) $72 Shares 899 Est. Cost $91.78 Unrealized
PREF Principal Spectrum Pfd Secs Active ETF (Closed-End Fd) 0.1%
Value ($000) $70 Shares 800 Est. Cost $93.75 Unrealized
ENB Enbridge Inc 0.1%
Value ($000) $70 Shares 2,407 Est. Cost $25.00 Unrealized +0.0%
DUK Duke Energy Corp 0.1%
Value ($000) $70 Shares 870 Est. Cost $71.81 Unrealized +1.3%
UNP Union Pacific Corp 0.1%
Value ($000) $68 Shares 483 Est. Cost $149.35 Unrealized -2.9%
PNC PNC Financial Services Group INC 0.1%
Value ($000) $64 Shares 665 Est. Cost $120.17 Unrealized -9.9%
General Electric CO 0.1%
Value ($000) $63 Shares 7,878 Est. Cost $11.18 Unrealized
AMP Ameriprise Financial INC 0.1%
Value ($000) $61 Shares 600 Est. Cost $139.45 Unrealized -3.9%
BSV Vanguard Short-Term Bond ETF 0.1%
Value ($000) $60 Shares 731 Est. Cost $80.71 Unrealized
IWS ISHARES Russell Mid-Cap Value ETF 0.1%
Value ($000) $59 Shares 918 Est. Cost $94.77 Unrealized
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $58 Shares 442 Est. Cost $155.03 Unrealized
HDV ISHARES Core High Dividend ETF 0.1%
Value ($000) $57 Shares 799 Est. Cost $97.62 Unrealized
AMGN Amgen INC 0.1%
Value ($000) $56 Shares 276 Est. Cost $182.69 Unrealized -0.2%
LLY Eli Lilly And CO 0.1%
Value ($000) $54 Shares 390 Est. Cost $107.55 Unrealized +19.2%
XOM Exxon Mobil Corp 0.1%
Value ($000) $52 Shares 1,357 Est. Cost $52.07 Unrealized -19.2%
GLD SPDR Gold Trust 0.1%
Value ($000) $50 Shares 337 Est. Cost $148.37 Unrealized
TFI Spdr Lehman Municipal Bond Etf Nuveen Blmbrg Brcly Mncp 0.1%
Value ($000) $50 Shares 1,002 Est. Cost $50.90 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $49 Shares 536 Est. Cost $94.20 Unrealized +0.0%
LVS Las Vegas Sands Corp 0.1%
Value ($000) $48 Shares 1,120 Est. Cost $56.82 Unrealized 0.0%
Liberty All-star Equity Fund All Star (Closed-End Fd) 0.1%
Value ($000) $48 Shares 9,950 Est. Cost $6.80 Unrealized
VEU Vanguard Intl Equity Index Funds Vanguard Ftse All World Ex Usetf 0.1%
Value ($000) $48 Shares 1,171 Est. Cost $53.74 Unrealized
NVDA Nvidia Corp 0.1%
Value ($000) $47 Shares 177 Est. Cost $5.18 Unrealized +21.4%
IWO ISHARES Russell 2000 Growth Index Fund 0.1%
Value ($000) $46 Shares 290 Est. Cost $215.49 Unrealized
Raytheon CO 0.1%
Value ($000) $44 Shares 337 Est. Cost $219.18 Unrealized
OKE Oneok INC 0.1%
Value ($000) $43 Shares 1,970 Est. Cost $47.69 Unrealized -13.6%
CSCO Cisco Systems INC 0.1%
Value ($000) $43 Shares 1,092 Est. Cost $38.56 Unrealized -4.9%
XEL Xcel Energy INC 0.1%
Value ($000) $42 Shares 700 Est. Cost $52.90 Unrealized +2.6%
Centurylink INC 0.1%
Value ($000) $42 Shares 4,410 Est. Cost $9.52 Unrealized
DHS Wisdomtree US High Dividend Fund Etf 0.1%
Value ($000) $42 Shares 750 Est. Cost $77.33 Unrealized
DD Dupont De Nemours INC 0.1%
Value ($000) $39 Shares 1,144 Est. Cost $24.51 Unrealized -25.9%
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $39 Shares 445 Est. Cost $101.12 Unrealized
ETR Entergy Corp 0.1%
Value ($000) $38 Shares 400 Est. Cost $47.77 Unrealized 0.0%
CNI Canadian National Railway Co 0.1%
Value ($000) $38 Shares 492 Est. Cost $79.98 Unrealized -2.6%
CL Colgate-palmolive CO 0.1%
Value ($000) $37 Shares 558 Est. Cost $59.11 Unrealized +4.1%
ILMN Illumina INC 0.1%
Value ($000) $36 Shares 132 Est. Cost $303.09 Unrealized -7.7%
PEY Invesco High Yield Equity Dividend Achvrs Etf 0.1%
Value ($000) $36 Shares 2,750 Est. Cost $19.05 Unrealized
RWX SPDR DJ Wilshire International Real Estate ETF 0.1%
Value ($000) $36 Shares 1,336 Est. Cost $38.92 Unrealized
TJX Tjx Companies INC 0.1%
Value ($000) $36 Shares 752 Est. Cost $54.60 Unrealized -2.3%
MINT Pimco Enhanced Short Maturity Active Exch Tr Shrt Maturty Actv Etf 0.0%
Value ($000) $33 Shares 335 Est. Cost $101.49 Unrealized
DOW Dow INC 0.0%
Value ($000) $33 Shares 1,144 Est. Cost $36.70 Unrealized -16.7%
WHR Whirlpool Corp 0.0%
Value ($000) $32 Shares 373 Est. Cost $151.00 Unrealized -13.0%
IWN ISHARES Russell 2000 Value 0.0%
Value ($000) $31 Shares 374 Est. Cost $128.95 Unrealized
XLY Consumer Discretionary Select Sector SPDT Fd 0.0%
Value ($000) $31 Shares 320 Est. Cost $125.00 Unrealized
DGS Wisdomtree Emerging Markets Small Cap ETF 0.0%
Value ($000) $30 Shares 923 Est. Cost $47.77 Unrealized
Credit Suisse Ag Fi Large Cap Growth Enhnd Etn 0.0%
Value ($000) $30 Shares 134 Est. Cost $335.82 Unrealized
Walgreens Boots Alliance INC 0.0%
Value ($000) $30 Shares 656 Est. Cost $59.45 Unrealized
BBY Best Buy CO INC 0.0%
Value ($000) $29 Shares 500 Est. Cost $59.90 Unrealized +4.2%
Blackstone / Gso Strategic Credit Fund 0.0%
Value ($000) $29 Shares 2,750 Est. Cost $14.55 Unrealized
XLF Financial Select Sector SPDR 0.0%
Value ($000) $29 Shares 1,374 Est. Cost $30.57 Unrealized
FDL First Tr Morningstar Dividend Leaders Index Fund 0.0%
Value ($000) $28 Shares 1,275 Est. Cost $32.94 Unrealized
KHC Kraft Heinz CO 0.0%
Value ($000) $28 Shares 1,132 Est. Cost $22.63 Unrealized -8.6%
Discover Financial Services 0.0%
Value ($000) $28 Shares 774 Est. Cost $85.27 Unrealized
CTVA Corteva INC 0.0%
Value ($000) $27 Shares 1,144 Est. Cost $24.50 Unrealized +4.4%
WY Weyerhaeuser CO Reit 0.0%
Value ($000) $27 Shares 1,600 Est. Cost $23.11 Unrealized -8.4%
AXP American Express CO 0.0%
Value ($000) $26 Shares 300 Est. Cost $110.13 Unrealized -2.3%
IEMG Ishares Core Msci Emerging Markets Etf 0.0%
Value ($000) $26 Shares 647 Est. Cost $54.10 Unrealized
STWD Starwood Property Trust INC Reit 0.0%
Value ($000) $26 Shares 2,520 Est. Cost $10.32 Unrealized
Principal Real Estate Income Fd Shs Ben Int (Closed-End Fd) 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $21.00 Unrealized
Spdr Dj Wilshire Small Cap Etf S&p 600 0.0%
Value ($000) $24 Shares 500 Est. Cost $72.00 Unrealized
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $23 Shares 390 Est. Cost $82.05 Unrealized
ABBV Abbvie INC 0.0%
Value ($000) $23 Shares 305 Est. Cost $64.63 Unrealized +4.0%
Pimco Municipal Income Fund (Closed-End Fd) 0.0%
Value ($000) $21 Shares 1,631 Est. Cost $15.94 Unrealized
MBB Ishares Mbs Etf 0.0%
Value ($000) $21 Shares 191 Est. Cost $109.95 Unrealized
Eaton Vance Enhanced Equity Income Fund Ii 0.0%
Value ($000) $21 Shares 1,500 Est. Cost $18.00 Unrealized
Total S.A. 0.0%
Value ($000) $21 Shares 554 Est. Cost $55.96 Unrealized
JNK Spdr Bloomberg Barclays High Yield Bond Etf 0.0%
Value ($000) $21 Shares 220 Est. Cost $109.09 Unrealized
SLB Schlumberger Nv 0.0%
Value ($000) $20 Shares 1,451 Est. Cost $30.72 Unrealized -17.7%
VUG Vanguard Index Funds Vanguard Growth ETF 0.0%
Value ($000) $20 Shares 128 Est. Cost $179.69 Unrealized
XLP Consumer Staples Sector SPDR 0.0%
Value ($000) $20 Shares 368 Est. Cost $62.50 Unrealized
TIP ISHARES Barclays Tips Bond Fund ETF 0.0%
Value ($000) $20 Shares 171 Est. Cost $116.96 Unrealized
IJH ISHARES Core S&P Mid-Cap ETF 0.0%
Value ($000) $19 Shares 129 Est. Cost $209.30 Unrealized
PFG Principal Financial Group INC 0.0%
Value ($000) $19 Shares 595 Est. Cost $43.18 Unrealized -12.7%
Eaton Vance Enhanced Equity Income Fund 0.0%
Value ($000) $19 Shares 1,600 Est. Cost $15.63 Unrealized
Glaxosmithkline PLC 0.0%
Value ($000) $19 Shares 497 Est. Cost $46.28 Unrealized
MRSH Marsh & Mclennan Companies INC 0.0%
Value ($000) $19 Shares 219 Est. Cost $95.06 Unrealized +2.4%
DFE Wisdomtree Europe Smallcap Dividend Fund Smlcp Etf 0.0%
Value ($000) $18 Shares 450 Est. Cost $64.44 Unrealized
Liberty All-star Growth Fund INC (Closed-End Fd) 0.0%
Value ($000) $18 Shares 3,780 Est. Cost $6.43 Unrealized
HYG ISHARES IBOXX H/Y Corp Bond ETF 0.0%
Value ($000) $17 Shares 222 Est. Cost $90.09 Unrealized
BP BP PLC 0.0%
Value ($000) $16 Shares 668 Est. Cost $37.43 Unrealized
D Dominion Energy INC 0.0%
Value ($000) $16 Shares 216 Est. Cost $62.41 Unrealized +1.1%
BANX Stonecastle Financial Corp 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $12.26 Unrealized -9.9%
Macquarie Infrastructure Corp 0.0%
Value ($000) $15 Shares 600 Est. Cost $43.33 Unrealized
AIG American International Group INC 0.0%
Value ($000) $15 Shares 635 Est. Cost $45.11 Unrealized -18.5%
IWB Ishares Russell 1000 Index Fund Etf 0.0%
Value ($000) $14 Shares 97 Est. Cost $176.00 Unrealized
HCA Hca Healthcare INC 0.0%
Value ($000) $14 Shares 161 Est. Cost $127.66 Unrealized -3.3%
QLYS Qualys INC 0.0%
Value ($000) $13 Shares 147 Est. Cost $82.92 Unrealized +1.2%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $12 Shares 256 Est. Cost $58.59 Unrealized
GOOGL Alphabet INC 0.0%
Value ($000) $12 Shares 10 Est. Cost $64.02 Unrealized +5.1%
MAC Macerich CO Reit 0.0%
Value ($000) $12 Shares 2,212 Est. Cost $27.12 Unrealized
SU Suncor Energy INC 0.0%
Value ($000) $11 Shares 720 Est. Cost $24.50 Unrealized -15.2%
NVO Novo Nordisk 0.0%
Value ($000) $10 Shares 170 Est. Cost $58.82 Unrealized
BABA Alibaba Group Holdings 0.0%
Value ($000) $10 Shares 51 Est. Cost $215.69 Unrealized
UBS Ubs Group Ag 0.0%
Value ($000) $10 Shares 1,050 Est. Cost $11.89 Unrealized -3.1%
VB Vanguard Small Cap ETF 0.0%
Value ($000) $10 Shares 88 Est. Cost $170.45 Unrealized
SAP Sap Se 0.0%
Value ($000) $9 Shares 80 Est. Cost $137.50 Unrealized
EMN Eastman Chemical CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $61.58 Unrealized -15.7%
Imv INC 0.0%
Value ($000) $8 Shares 4,687 Est. Cost $2.99 Unrealized
SNY Sanofi Aventis 0.0%
Value ($000) $8 Shares 177 Est. Cost $50.85 Unrealized
THO Thor Industries INC 0.0%
Value ($000) $8 Shares 193 Est. Cost $56.77 Unrealized +8.3%
Nuveen Real Asset Income And Growth Fund 0.0%
Value ($000) $8 Shares 833 Est. Cost $18.01 Unrealized
DXJ Wisdomtree Japan Hedged Equity Fund Etf 0.0%
Value ($000) $8 Shares 188 Est. Cost $53.19 Unrealized
SLV ISHARES Silver Trust ETF 0.0%
Value ($000) $7 Shares 500 Est. Cost $16.00 Unrealized
ORCL Oracle Corp 0.0%
Value ($000) $7 Shares 136 Est. Cost $50.44 Unrealized -5.8%
NVS Novartis Ag 0.0%
Value ($000) $7 Shares 82 Est. Cost $93.53 Unrealized
VPU Vanguard Utilities Etf 0.0%
Value ($000) $7 Shares 57 Est. Cost $140.35 Unrealized
VOD Vodafone Group PLC 0.0%
Value ($000) $6 Shares 439 Est. Cost $18.22 Unrealized
AZN Astrazeneca Plc 0.0%
Value ($000) $6 Shares 144 Est. Cost $48.61 Unrealized
BTI British American Tobacco Plc 0.0%
Value ($000) $6 Shares 166 Est. Cost $42.17 Unrealized
BA Boeing CO 0.0%
Value ($000) $6 Shares 40 Est. Cost $351.04 Unrealized -22.3%
ASML Asml Holding Nv 0.0%
Value ($000) $5 Shares 18 Est. Cost $277.78 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $5 Shares 96 Est. Cost $86.78 Unrealized -8.4%
GDOT Green Dot Corp 0.0%
Value ($000) $5 Shares 193 Est. Cost $24.93 Unrealized +15.4%
ET Energy Transfer Equity LP 0.0%
Value ($000) $4 Shares 906 Est. Cost $13.25 Unrealized
Royal Dutch Shell PLC 0.0%
Value ($000) $4 Shares 112 Est. Cost $62.50 Unrealized
XLRE Real Estate Select Sector Spdr Fund Sctr Etf 0.0%
Value ($000) $4 Shares 122 Est. Cost $40.98 Unrealized
HAS Hasbro INC 0.0%
Value ($000) $4 Shares 52 Est. Cost $82.22 Unrealized -16.3%
ING ING Groep NV 0.0%
Value ($000) $4 Shares 738 Est. Cost $12.20 Unrealized
United Technologies Corp 0.0%
Value ($000) $4 Shares 40 Est. Cost $150.00 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $4 Shares 25 Est. Cost $165.56 Unrealized -1.2%
NGG National Grid Plc 0.0%
Value ($000) $4 Shares 64 Est. Cost $62.50 Unrealized
DVA Davita INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $66.33 Unrealized +18.5%
PBT Permian Basin Royalty Trust Unt 0.0%
Value ($000) $3 Shares 1,100 Est. Cost $3.64 Unrealized
BNS Bank Of Nova Scotia 0.0%
Value ($000) $3 Shares 62 Est. Cost $40.76 Unrealized -10.0%
BUD Anheuser Busch Inbev SA/NV 0.0%
Value ($000) $3 Shares 70 Est. Cost $81.73 Unrealized
Alerian MLP ETF 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $9.00 Unrealized
TSM Taiwan Semiconductor Manufacturing CO Ltd 0.0%
Value ($000) $3 Shares 73 Est. Cost $54.79 Unrealized
SNA Snap-on INC 0.0%
Value ($000) $3 Shares 26 Est. Cost $138.76 Unrealized -8.9%
RSPG Invesco S&p 500 Eql Wght Energy Etf 0.0%
Value ($000) $3 Shares 165 Est. Cost $48.48 Unrealized
HSBC Hsbc Holdings Plc 0.0%
Value ($000) $3 Shares 108 Est. Cost $37.04 Unrealized
PPL PPL Corp 0.0%
Value ($000) $3 Shares 110 Est. Cost $25.91 Unrealized -2.7%
HOG Harley-davidson INC 0.0%
Value ($000) $3 Shares 136 Est. Cost $37.23 Unrealized -18.7%
XLB Materials Select Sector SPDR ETF 0.0%
Value ($000) $3 Shares 67 Est. Cost $59.70 Unrealized
IVOO Vanguard S&p Mid-cap 400 Index Fund Mid Cap Etf 0.0%
Value ($000) $3 Shares 27 Est. Cost $148.15 Unrealized
Viacomcbs INC 0.0%
Value ($000) $2 Shares 117 Est. Cost $41.49 Unrealized
Nielsen Holdings Plc 0.0%
Value ($000) $2 Shares 160 Est. Cost $18.75 Unrealized
CM Canadian Imperial Bank Of Commerce 0.0%
Value ($000) $2 Shares 37 Est. Cost $31.67 Unrealized -10.9%
LOW Lowe's Companies INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $102.36 Unrealized -4.0%
CAG Conagra Brands INC 0.0%
Value ($000) $2 Shares 73 Est. Cost $22.47 Unrealized +4.8%
LMT Lockheed Martin Corp 0.0%
Value ($000) $2 Shares 6 Est. Cost $324.81 Unrealized +3.1%
KO Coca-cola CO 0.0%
Value ($000) $2 Shares 51 Est. Cost $44.51 Unrealized +1.1%
COP Conocophillips 0.0%
Value ($000) $2 Shares 81 Est. Cost $47.16 Unrealized -13.1%
CCEP Coca-cola European Partners Plc 0.0%
Value ($000) $2 Shares 41 Est. Cost $43.91 Unrealized -7.1%
TRP Tc Energy Corp 0.0%
Value ($000) $2 Shares 39 Est. Cost $37.40 Unrealized -0.2%
EXC Exelon Corp 0.0%
Value ($000) $2 Shares 59 Est. Cost $26.02 Unrealized -2.1%
REZI Resideo Technologies INC 0.0%
Value ($000) $2 Shares 497 Est. Cost $11.38 Unrealized -17.1%
QCOM Qualcomm INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $72.86 Unrealized -1.3%
SMFG Sumitomo Mitsui Financial Group INC 0.0%
Value ($000) $2 Shares 422 Est. Cost $7.11 Unrealized
IVZ Invesco Ltd 0.0%
Value ($000) $1 Shares 73 Est. Cost $12.93 Unrealized -9.5%
PEG Public Service Enterprise Group INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $49.14 Unrealized -10.2%
GTX Garrett Motion INC 0.0%
Value ($000) $1 Shares 298 Est. Cost $10.19 Unrealized -28.6%
Unilever NV 0.0%
Value ($000) $1 Shares 23 Est. Cost $52.63 Unrealized
VTR Ventas INC Reit 0.0%
Value ($000) $1 Shares 49 Est. Cost $49.16 Unrealized -19.8%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $1 Shares 46 Est. Cost $36.00 Unrealized -16.5%
ADI Analog Devices INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $100.85 Unrealized -2.5%
Activision Blizzard INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
PHG Koninklijke Philips Nv 0.0%
Value ($000) $1 Shares 36 Est. Cost $55.56 Unrealized
ASIX Advansix INC 0.0%
Value ($000) $1 Shares 118 Est. Cost $19.97 Unrealized -29.0%
Amcor Plc 0.0%
Value ($000) $1 Shares 109 Est. Cost $7.76 Unrealized -3.4%
PNR Pentair PLC 0.0%
Value ($000) $1 Shares 24 Est. Cost $38.80 Unrealized -4.4%
Lions Gate Entertainment Corp 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
WAB Westinghouse Air Brake Technologies Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $69.68 Unrealized -4.8%
DJP Barclays Bank PLC IPATH Bloomberg Commodity Index Total Return ETN 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
CC Chemours CO 0.0%
Value ($000) $0 Shares 28 Est. Cost $13.00 Unrealized -12.2%
UAA Under Armour INC 0.0%
Value ($000) $0 Shares 47 Est. Cost $19.42 Unrealized -17.2%
Frontier Communications Corp 0.0%
Value ($000) $0 Shares 209 Est. Cost Unrealized