WEST BANCORPORATION INC Diversified Active

CIK: 0001166928 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 30, 2020

Total Value ($000): $85,331 (100.0% shares, 0.0% debt)

Holdings (300)

IWF ISHARES Russell 1000 Growth ETF 9.6%
Value ($000) $8,161 Shares 37,629 Est. Cost $175.93 Unrealized
IWR ISHARES Russell Midcap ETF 9.1%
Value ($000) $7,736 Shares 134,821 Est. Cost $59.62 Unrealized
VEA Vanguard FTSE Developed Markets ETF 7.5%
Value ($000) $6,382 Shares 156,049 Est. Cost $43.97 Unrealized
IWD Russell 1000 Value Ishare ETF 7.2%
Value ($000) $6,122 Shares 51,826 Est. Cost $135.45 Unrealized
IVV ISHARES Core S&P 500 ETF 5.9%
Value ($000) $5,030 Shares 14,969 Est. Cost $323.22 Unrealized
American Equity Investment Life Holding CO 5.5%
Value ($000) $4,667 Shares 212,238 Est. Cost $29.93 Unrealized
IWM ISHARES Russell 2000 Index Fd ETF 4.2%
Value ($000) $3,610 Shares 24,102 Est. Cost $164.11 Unrealized
VYM Vanguard High Dividend Yield ETF 2.9%
Value ($000) $2,451 Shares 30,285 Est. Cost $93.71 Unrealized
EFA ISHARES MSCI EAFE Index Fd ETF 1.7%
Value ($000) $1,466 Shares 23,039 Est. Cost $69.31 Unrealized
AAPL Apple INC 1.7%
Value ($000) $1,437 Shares 12,411 Est. Cost $95.36 Unrealized +11.1%
CASY Caseys General Stores INC 1.7%
Value ($000) $1,421 Shares 8,000 Est. Cost $159.01 Unrealized +2.7%
VWO Vanguard FTSE Emerging Markets ETF 1.7%
Value ($000) $1,412 Shares 32,647 Est. Cost $44.22 Unrealized
MSFT Microsoft Corp 1.5%
Value ($000) $1,266 Shares 6,018 Est. Cost $140.71 Unrealized +42.7%
DON Wisdomtree US Mid Cap Dividend ETF 1.1%
Value ($000) $951 Shares 32,901 Est. Cost $37.02 Unrealized
HD Home Depot INC 1.1%
Value ($000) $935 Shares 3,367 Est. Cost $195.91 Unrealized +21.3%
AMZN Amazon.com INC 1.0%
Value ($000) $831 Shares 264 Est. Cost $91.40 Unrealized +72.5%
SDY Spdr S&p Dividend Etf 1.0%
Value ($000) $826 Shares 8,936 Est. Cost $107.57 Unrealized
IDV ISHARES Intl Select Dividend ETF 0.9%
Value ($000) $802 Shares 32,185 Est. Cost $33.57 Unrealized
DES Wisdomtree US Smallcap Dividend Fund Etf 0.9%
Value ($000) $752 Shares 35,663 Est. Cost $27.08 Unrealized
PFE Pfizer INC 0.9%
Value ($000) $741 Shares 20,184 Est. Cost $26.71 Unrealized +1.5%
SO Southern CO 0.8%
Value ($000) $709 Shares 13,069 Est. Cost $48.90 Unrealized -11.0%
WTBA West Bancorporation INC 0.8%
Value ($000) $695 Shares 43,887 Est. Cost $23.77 Unrealized -28.9%
PM Philip Morris International INC 0.7%
Value ($000) $610 Shares 8,129 Est. Cost $60.01 Unrealized -1.9%
MRK Merck & CO INC 0.7%
Value ($000) $583 Shares 7,030 Est. Cost $67.47 Unrealized -2.3%
VIG Vanguard Dividend Appreciation ETF 0.7%
Value ($000) $580 Shares 4,508 Est. Cost $124.74 Unrealized
WMT Walmart INC 0.7%
Value ($000) $569 Shares 4,069 Est. Cost $35.81 Unrealized +15.4%
VZ Verizon Communications INC 0.6%
Value ($000) $540 Shares 9,082 Est. Cost $42.51 Unrealized +0.1%
HON Honeywell International INC 0.6%
Value ($000) $498 Shares 3,028 Est. Cost $143.91 Unrealized -7.4%
T AT&T INC 0.6%
Value ($000) $492 Shares 17,243 Est. Cost $18.78 Unrealized -17.2%
ADBE Adobe INC 0.6%
Value ($000) $472 Shares 962 Est. Cost $298.67 Unrealized +55.7%
TMO Thermo Fisher Scientific INC 0.5%
Value ($000) $468 Shares 1,061 Est. Cost $309.17 Unrealized +31.8%
GOOG Alphabet INC 0.5%
Value ($000) $466 Shares 317 Est. Cost $65.08 Unrealized +16.4%
MMM 3M CO 0.5%
Value ($000) $460 Shares 2,874 Est. Cost $111.76 Unrealized -1.2%
NVDA Nvidia Corp 0.5%
Value ($000) $431 Shares 796 Est. Cost $7.56 Unrealized +53.4%
DHR Danaher Corp 0.5%
Value ($000) $426 Shares 1,978 Est. Cost $127.73 Unrealized +36.0%
NKE Nike INC 0.5%
Value ($000) $422 Shares 3,364 Est. Cost $85.70 Unrealized +16.3%
EA Electronic Arts INC 0.5%
Value ($000) $421 Shares 3,225 Est. Cost $104.23 Unrealized +27.1%
PYPL Paypal Holdings INC 0.5%
Value ($000) $411 Shares 2,087 Est. Cost $105.70 Unrealized +77.8%
COST Costco Wholesale Corp 0.5%
Value ($000) $409 Shares 1,153 Est. Cost $274.74 Unrealized +12.5%
CRM Salesforce.com INC 0.5%
Value ($000) $406 Shares 1,614 Est. Cost $160.68 Unrealized +34.6%
APD Air Products And Chemicals INC 0.5%
Value ($000) $395 Shares 1,327 Est. Cost $213.53 Unrealized +17.9%
IBM International Business Machines Corp 0.5%
Value ($000) $385 Shares 3,162 Est. Cost $99.90 Unrealized -6.0%
JPM JPMORGAN Chase & CO 0.5%
Value ($000) $384 Shares 3,986 Est. Cost $103.90 Unrealized -17.8%
DPZ Dominos Pizza 0.4%
Value ($000) $377 Shares 887 Est. Cost $350.28 Unrealized +6.3%
ABT Abbott Laboratories 0.4%
Value ($000) $370 Shares 3,398 Est. Cost $76.19 Unrealized +21.2%
EW Edwards Lifesciences 0.4%
Value ($000) $354 Shares 4,430 Est. Cost $78.03 Unrealized 0.0%
Blackrock INC 0.4%
Value ($000) $344 Shares 611 Est. Cost $515.14 Unrealized
BRK/B Berkshire Hathaway INC 0.4%
Value ($000) $324 Shares 1,521 Est. Cost $217.17 Unrealized -5.8%
FISV Fiserv INC 0.4%
Value ($000) $321 Shares 3,115 Est. Cost $109.85 Unrealized -9.3%
WM Waste Management INC 0.4%
Value ($000) $320 Shares 2,831 Est. Cost $101.80 Unrealized -0.5%
ADM Archer Daniels Midland CO 0.4%
Value ($000) $319 Shares 6,859 Est. Cost $35.73 Unrealized +5.3%
UNP Union Pacific Corp 0.4%
Value ($000) $309 Shares 1,570 Est. Cost $158.81 Unrealized +3.8%
MA Mastercard INC 0.4%
Value ($000) $308 Shares 912 Est. Cost $286.05 Unrealized +10.4%
AMT American Tower Corp Reit 0.4%
Value ($000) $308 Shares 1,274 Est. Cost $190.15 Unrealized +14.0%
ZTS Zoetis INC 0.4%
Value ($000) $301 Shares 1,822 Est. Cost $125.31 Unrealized +17.1%
IQV Iqvia Holdings INC 0.4%
Value ($000) $300 Shares 1,901 Est. Cost $146.27 Unrealized +7.1%
MO Altria Group INC 0.3%
Value ($000) $293 Shares 7,571 Est. Cost $28.79 Unrealized -5.6%
GNRC Generac Holdings INC 0.3%
Value ($000) $289 Shares 1,490 Est. Cost $164.57 Unrealized 0.0%
ROK Rockwell Automation INC 0.3%
Value ($000) $287 Shares 1,302 Est. Cost $183.06 Unrealized +11.3%
KEYS Keysight Technologies INC 0.3%
Value ($000) $281 Shares 2,841 Est. Cost $101.66 Unrealized -3.4%
NEE Nextera Energy INC 0.3%
Value ($000) $277 Shares 998 Est. Cost $50.57 Unrealized +19.2%
STZ Constellation Brands INC 0.3%
Value ($000) $257 Shares 1,356 Est. Cost $161.12 Unrealized +3.6%
CVS CVS Health Corp 0.3%
Value ($000) $247 Shares 4,227 Est. Cost $57.40 Unrealized -8.8%
PG Procter & Gamble CO 0.3%
Value ($000) $239 Shares 1,723 Est. Cost $105.24 Unrealized +10.6%
GLD SPDR Gold Trust 0.3%
Value ($000) $231 Shares 1,302 Est. Cost $164.87 Unrealized
MKC Mccormick & Company INC 0.3%
Value ($000) $223 Shares 1,147 Est. Cost $73.75 Unrealized +18.9%
IJK ISHARES S&P Mid-Cap 400 Growth Index 0.3%
Value ($000) $220 Shares 920 Est. Cost $232.05 Unrealized
JNJ Johnson & Johnson 0.3%
Value ($000) $219 Shares 1,470 Est. Cost $114.10 Unrealized +11.3%
MDLZ Mondelez International INC 0.3%
Value ($000) $215 Shares 3,738 Est. Cost $45.84 Unrealized +6.0%
VOO Vanguard Index Funds S&p 500 ETF 0.2%
Value ($000) $206 Shares 670 Est. Cost $295.52 Unrealized
AON Aon Plc 0.2%
Value ($000) $201 Shares 972 Est. Cost $191.78 Unrealized 0.0%
META Facebook INC 0.2%
Value ($000) $193 Shares 736 Est. Cost $192.90 Unrealized +32.8%
Xilinx INC 0.2%
Value ($000) $191 Shares 1,833 Est. Cost $104.20 Unrealized
AEP American Electric Power Company INC 0.2%
Value ($000) $187 Shares 2,285 Est. Cost $74.24 Unrealized -8.7%
IWP ISHARES Russell Midcap Growth ETF 0.2%
Value ($000) $185 Shares 1,068 Est. Cost $152.50 Unrealized
LHX L3harris Technologies INC 0.2%
Value ($000) $185 Shares 1,088 Est. Cost $176.58 Unrealized -11.0%
ISHARES COMEX Gold Trust ETF 0.2%
Value ($000) $178 Shares 9,903 Est. Cost $16.04 Unrealized
ISRG Intuitive Surgical INC 0.2%
Value ($000) $177 Shares 249 Est. Cost $187.24 Unrealized +19.9%
LNT Alliant Energy Corp 0.2%
Value ($000) $176 Shares 3,400 Est. Cost $43.82 Unrealized +0.4%
VTV Vanguard Index Funds Vanguard Value ETF 0.2%
Value ($000) $172 Shares 1,643 Est. Cost $110.52 Unrealized
VGT Vanguard Information Technology Etf 0.2%
Value ($000) $167 Shares 536 Est. Cost $244.40 Unrealized
LQD ISHARES Iboxx Inv Grade Corp Bond Fund 0.2%
Value ($000) $163 Shares 1,213 Est. Cost $127.78 Unrealized
First Trust Enhanced Equity Income Fund 0.2%
Value ($000) $163 Shares 10,746 Est. Cost $15.94 Unrealized
VCR Vanguard Consumer Discretionary Etf 0.2%
Value ($000) $160 Shares 680 Est. Cost $189.71 Unrealized
IJJ ISHARES S&P Mid-Cap 400 Value Index 0.2%
Value ($000) $150 Shares 1,114 Est. Cost $153.05 Unrealized
Ubs Ag (Edinburgh Branch) Etracs Alerian Mlp Index Etn 0.2%
Value ($000) $145 Shares 21,320 Est. Cost $13.70 Unrealized
VHT Vanguard Health Care Etf 0.2%
Value ($000) $138 Shares 675 Est. Cost $188.00 Unrealized
IJR ISHARES Core S & P Small Cap ETF 0.2%
Value ($000) $133 Shares 1,899 Est. Cost $79.92 Unrealized
BIV Vanguard Intermediate Term B 0.2%
Value ($000) $131 Shares 1,405 Est. Cost $93.24 Unrealized
DVY ISHARES Dow Jones Select Dividend 0.2%
Value ($000) $131 Shares 1,611 Est. Cost $105.54 Unrealized
CTSH Cognizant Technology Solutions Corp 0.1%
Value ($000) $126 Shares 1,809 Est. Cost $55.57 Unrealized +7.9%
Ubs Ag (St Helier Branch) E Tracs Alerian Mlp Infrastr Etn 0.1%
Value ($000) $124 Shares 13,298 Est. Cost $19.40 Unrealized
V Visa INC 0.1%
Value ($000) $121 Shares 607 Est. Cost $172.55 Unrealized +11.4%
INTC Intel Corp 0.1%
Value ($000) $120 Shares 2,312 Est. Cost $49.26 Unrealized -5.5%
VTI Vanguard Total Stock Market VIPERs ETF 0.1%
Value ($000) $120 Shares 704 Est. Cost $163.24 Unrealized
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $117 Shares 1,329 Est. Cost $83.52 Unrealized
BSV Vanguard Short-Term Bond ETF 0.1%
Value ($000) $117 Shares 1,414 Est. Cost $82.03 Unrealized
EPD Enterprise Products Partners LP 0.1%
Value ($000) $114 Shares 7,240 Est. Cost $28.18 Unrealized
USB U.S. Bancorp US 0.1%
Value ($000) $108 Shares 3,010 Est. Cost $44.33 Unrealized -34.7%
XLK Technology Select Sector SPDR 0.1%
Value ($000) $100 Shares 856 Est. Cost $91.78 Unrealized
IEFA Ishares Core Msci Eafe Etf 0.1%
Value ($000) $96 Shares 1,593 Est. Cost $65.16 Unrealized
GIS General Mills INC 0.1%
Value ($000) $93 Shares 1,500 Est. Cost $42.80 Unrealized +21.8%
AMP Ameriprise Financial INC 0.1%
Value ($000) $92 Shares 600 Est. Cost $139.45 Unrealized +1.4%
VYMI Vanguard Internatl High Div Yield Index Fund Internatnl Hgh Yld Etf 0.1%
Value ($000) $91 Shares 1,750 Est. Cost $64.00 Unrealized
VFH Vanguard Financials Etf 0.1%
Value ($000) $90 Shares 1,530 Est. Cost $76.47 Unrealized
PEP Pepsico INC 0.1%
Value ($000) $90 Shares 647 Est. Cost $112.78 Unrealized +2.1%
PNC PNC Financial Services Group INC 0.1%
Value ($000) $84 Shares 760 Est. Cost $115.89 Unrealized -23.5%
MDT Medtronic Plc 0.1%
Value ($000) $81 Shares 779 Est. Cost $92.16 Unrealized -6.4%
PREF Principal Spectrum Pfd Secs Active ETF (Closed-End Fd) 0.1%
Value ($000) $80 Shares 4,000 Est. Cost $34.75 Unrealized
CMCSA Comcast Corp 0.1%
Value ($000) $80 Shares 1,735 Est. Cost $37.86 Unrealized -0.6%
Royal Dutch PLC 0.1%
Value ($000) $80 Shares 3,300 Est. Cost $60.00 Unrealized
VUG Vanguard Index Funds Vanguard Growth ETF 0.1%
Value ($000) $78 Shares 342 Est. Cost $193.50 Unrealized
DUK Duke Energy Corp 0.1%
Value ($000) $77 Shares 870 Est. Cost $71.81 Unrealized -7.1%
BAC Bank Of America Corp 0.1%
Value ($000) $76 Shares 3,152 Est. Cost $27.79 Unrealized -21.5%
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $72 Shares 918 Est. Cost $90.47 Unrealized
IWS ISHARES Russell Mid-Cap Value ETF 0.1%
Value ($000) $70 Shares 863 Est. Cost $94.77 Unrealized
WHR Whirlpool Corp 0.1%
Value ($000) $69 Shares 373 Est. Cost $151.00 Unrealized +10.0%
CVX Chevron Corp 0.1%
Value ($000) $66 Shares 916 Est. Cost $89.68 Unrealized -25.8%
HDV ISHARES Core High Dividend ETF 0.1%
Value ($000) $64 Shares 799 Est. Cost $97.62 Unrealized
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $63 Shares 356 Est. Cost $155.03 Unrealized
WFC Wells Fargo & CO 0.1%
Value ($000) $63 Shares 2,661 Est. Cost $44.70 Unrealized -51.2%
DD Dupont De Nemours INC 0.1%
Value ($000) $63 Shares 1,144 Est. Cost $24.51 Unrealized -14.0%
IWO ISHARES Russell 2000 Growth Index Fund 0.1%
Value ($000) $61 Shares 277 Est. Cost $215.49 Unrealized
Credit Suisse Ag Fi Large Cap Growth Enhnd Etn 0.1%
Value ($000) $60 Shares 134 Est. Cost $335.82 Unrealized
Liberty All-star Equity Fund All Star (Closed-End Fd) 0.1%
Value ($000) $60 Shares 9,950 Est. Cost $6.80 Unrealized
VEU Vanguard Intl Equity Index Funds Vanguard Ftse All World Ex Usetf 0.1%
Value ($000) $59 Shares 1,171 Est. Cost $53.74 Unrealized
CSCO Cisco Systems INC 0.1%
Value ($000) $56 Shares 1,425 Est. Cost $38.19 Unrealized -3.0%
BBY Best Buy CO INC 0.1%
Value ($000) $56 Shares 500 Est. Cost $59.90 Unrealized +36.6%
DOW Dow INC 0.1%
Value ($000) $54 Shares 1,144 Est. Cost $36.70 Unrealized -8.8%
AMGN Amgen INC 0.1%
Value ($000) $53 Shares 209 Est. Cost $182.69 Unrealized +14.7%
VB Vanguard Small Cap ETF 0.1%
Value ($000) $53 Shares 344 Est. Cost $151.77 Unrealized
TFI Spdr Lehman Municipal Bond Etf Nuveen Blmbrg Brcly Mncp 0.1%
Value ($000) $52 Shares 1,002 Est. Cost $50.90 Unrealized
CNI Canadian National Railway Co 0.1%
Value ($000) $52 Shares 492 Est. Cost $79.98 Unrealized +13.4%
IEMG Ishares Core Msci Emerging Markets Etf 0.1%
Value ($000) $52 Shares 978 Est. Cost $50.81 Unrealized
LLY Eli Lilly And CO 0.1%
Value ($000) $52 Shares 353 Est. Cost $107.55 Unrealized +35.5%
OKE Oneok INC 0.1%
Value ($000) $51 Shares 1,970 Est. Cost $47.69 Unrealized -58.2%
RTX Raytheon Technologies Corp 0.1%
Value ($000) $51 Shares 895 Est. Cost $53.70 Unrealized 0.0%
ALL Allstate Corp 0.1%
Value ($000) $50 Shares 536 Est. Cost $94.20 Unrealized -13.2%
DHS Wisdomtree US High Dividend Fund Etf 0.1%
Value ($000) $47 Shares 750 Est. Cost $77.33 Unrealized
General Electric CO 0.1%
Value ($000) $47 Shares 7,578 Est. Cost $11.18 Unrealized
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $47 Shares 445 Est. Cost $101.12 Unrealized
XLY Consumer Discretionary Select Sector SPDT Fd 0.1%
Value ($000) $47 Shares 320 Est. Cost $125.00 Unrealized
WY Weyerhaeuser CO Reit 0.1%
Value ($000) $46 Shares 1,600 Est. Cost $23.11 Unrealized -3.4%
XOM Exxon Mobil Corp 0.1%
Value ($000) $45 Shares 1,302 Est. Cost $52.07 Unrealized -37.9%
SIXG Defiance Next Gen Connectivity Etf 0.1%
Value ($000) $43 Shares 1,500 Est. Cost $28.67 Unrealized
CL Colgate-palmolive CO 0.1%
Value ($000) $43 Shares 558 Est. Cost $59.11 Unrealized +13.9%
ILMN Illumina INC 0.0%
Value ($000) $41 Shares 132 Est. Cost $303.09 Unrealized +13.7%
PFG Principal Financial Group INC 0.0%
Value ($000) $41 Shares 1,019 Est. Cost $39.73 Unrealized -12.2%
RWX SPDR DJ Wilshire International Real Estate ETF 0.0%
Value ($000) $40 Shares 1,336 Est. Cost $37.75 Unrealized
PEY Invesco High Yield Equity Dividend Achvrs Etf 0.0%
Value ($000) $39 Shares 2,750 Est. Cost $19.05 Unrealized
IWN ISHARES Russell 2000 Value 0.0%
Value ($000) $37 Shares 374 Est. Cost $128.95 Unrealized
Blackstone / Gso Strategic Credit Fund 0.0%
Value ($000) $34 Shares 2,750 Est. Cost $14.55 Unrealized
MINT Pimco Enhanced Short Maturity Active Exch Tr Shrt Maturty Actv Etf 0.0%
Value ($000) $34 Shares 335 Est. Cost $101.49 Unrealized
KHC Kraft Heinz CO 0.0%
Value ($000) $34 Shares 1,132 Est. Cost $22.63 Unrealized +14.4%
CTVA Corteva INC 0.0%
Value ($000) $33 Shares 1,144 Est. Cost $24.50 Unrealized +8.1%
FDL First Tr Morningstar Dividend Leaders Index Fund 0.0%
Value ($000) $33 Shares 1,275 Est. Cost $32.94 Unrealized
TJX Tjx Companies INC 0.0%
Value ($000) $32 Shares 579 Est. Cost $53.53 Unrealized -6.5%
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $30 Shares 390 Est. Cost $82.05 Unrealized
Spdr Dj Wilshire Small Cap Etf S&p 600 0.0%
Value ($000) $30 Shares 500 Est. Cost $72.00 Unrealized
AXP American Express CO 0.0%
Value ($000) $30 Shares 300 Est. Cost $110.13 Unrealized -16.6%
XLF Financial Select Sector SPDR 0.0%
Value ($000) $29 Shares 1,204 Est. Cost $30.57 Unrealized
DGS Wisdomtree Emerging Markets Small Cap ETF 0.0%
Value ($000) $29 Shares 694 Est. Cost $47.77 Unrealized
Total S.A. 0.0%
Value ($000) $29 Shares 839 Est. Cost $34.56 Unrealized
UPS United Parcel Service INC 0.0%
Value ($000) $28 Shares 167 Est. Cost $92.83 Unrealized +26.4%
Eaton Vance Enhanced Equity Income Fund Ii 0.0%
Value ($000) $28 Shares 1,500 Est. Cost $18.00 Unrealized
ABBV Abbvie INC 0.0%
Value ($000) $27 Shares 305 Est. Cost $64.63 Unrealized +18.1%
Liberty All-star Growth Fund INC (Closed-End Fd) 0.0%
Value ($000) $27 Shares 3,780 Est. Cost $6.43 Unrealized
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.0%
Value ($000) $25 Shares 365 Est. Cost $63.01 Unrealized
DFE Wisdomtree Europe Smallcap Dividend Fund Smlcp Etf 0.0%
Value ($000) $24 Shares 450 Est. Cost $64.44 Unrealized
Walgreens Boots Alliance INC 0.0%
Value ($000) $24 Shares 656 Est. Cost $59.45 Unrealized
IJH ISHARES Core S&P Mid-Cap ETF 0.0%
Value ($000) $24 Shares 129 Est. Cost $209.30 Unrealized
XLP Consumer Staples Sector SPDR 0.0%
Value ($000) $24 Shares 368 Est. Cost $62.50 Unrealized
SLB Schlumberger Nv 0.0%
Value ($000) $23 Shares 1,451 Est. Cost $30.72 Unrealized -46.2%
JNK Spdr Bloomberg Barclays High Yield Bond Etf 0.0%
Value ($000) $23 Shares 220 Est. Cost $109.09 Unrealized
Discover Financial Services 0.0%
Value ($000) $23 Shares 396 Est. Cost $85.27 Unrealized
Eaton Vance Enhanced Equity Income Fund 0.0%
Value ($000) $23 Shares 1,600 Est. Cost $15.63 Unrealized
UNH Unitedhealth Group INC Grp 0.0%
Value ($000) $22 Shares 71 Est. Cost $261.11 Unrealized +7.7%
VCSH Vanguard Short-term Corporate Bond Idx FUND Short Term Cor Bd Etf 0.0%
Value ($000) $22 Shares 260 Est. Cost $80.77 Unrealized
TIP ISHARES Barclays Tips Bond Fund ETF 0.0%
Value ($000) $22 Shares 171 Est. Cost $116.96 Unrealized
Imv INC 0.0%
Value ($000) $21 Shares 4,687 Est. Cost $2.99 Unrealized
MBB Ishares Mbs Etf 0.0%
Value ($000) $21 Shares 191 Est. Cost $109.95 Unrealized
Principal Real Estate Income Fd Shs Ben Int (Closed-End Fd) 0.0%
Value ($000) $21 Shares 2,000 Est. Cost $21.00 Unrealized
THG Hanover Insurance Group INC 0.0%
Value ($000) $20 Shares 218 Est. Cost $87.39 Unrealized 0.0%
HCA Hca Healthcare INC 0.0%
Value ($000) $20 Shares 161 Est. Cost $127.66 Unrealized -7.3%
UBS Ubs Group Ag 0.0%
Value ($000) $20 Shares 1,745 Est. Cost $11.26 Unrealized +6.5%
BANX Stonecastle Financial Corp 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $12.26 Unrealized -14.7%
HYG ISHARES IBOXX H/Y Corp Bond ETF 0.0%
Value ($000) $19 Shares 222 Est. Cost $90.09 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $19 Shares 90 Est. Cost $173.69 Unrealized +5.7%
Glaxosmithkline PLC 0.0%
Value ($000) $19 Shares 497 Est. Cost $46.28 Unrealized
ITOT ISHARES S&P 1500 Index Fund 0.0%
Value ($000) $18 Shares 234 Est. Cost $70.13 Unrealized
IWB Ishares Russell 1000 Index Fund Etf 0.0%
Value ($000) $18 Shares 97 Est. Cost $176.00 Unrealized
THO Thor Industries INC 0.0%
Value ($000) $18 Shares 193 Est. Cost $56.77 Unrealized +63.8%
VOT Vanguard Mid-cap Growth Index Fund Mid Cap Etf 0.0%
Value ($000) $17 Shares 94 Est. Cost $170.21 Unrealized
ACWI ISHARES MSCI ACWI Index Fund 0.0%
Value ($000) $17 Shares 217 Est. Cost $72.83 Unrealized
Lam Research Corp 0.0%
Value ($000) $17 Shares 50 Est. Cost $320.00 Unrealized
SLV ISHARES Silver Trust ETF 0.0%
Value ($000) $16 Shares 730 Est. Cost $17.86 Unrealized
Macquarie Infrastructure Corp 0.0%
Value ($000) $16 Shares 600 Est. Cost $43.33 Unrealized
MAC Macerich CO Reit 0.0%
Value ($000) $16 Shares 2,323 Est. Cost $26.26 Unrealized
EMN Eastman Chemical CO 0.0%
Value ($000) $16 Shares 200 Est. Cost $61.58 Unrealized +1.4%
GOOGL Alphabet INC 0.0%
Value ($000) $15 Shares 10 Est. Cost $64.02 Unrealized +18.1%
Pimco Municipal Income Fund (Closed-End Fd) 0.0%
Value ($000) $15 Shares 1,114 Est. Cost $15.94 Unrealized
BABA Alibaba Group Holdings 0.0%
Value ($000) $15 Shares 51 Est. Cost $215.69 Unrealized
MCD Mcdonald's Corp 0.0%
Value ($000) $15 Shares 70 Est. Cost $171.92 Unrealized +5.5%
CE Celanese Corp 0.0%
Value ($000) $14 Shares 132 Est. Cost $75.33 Unrealized +20.6%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $14 Shares 246 Est. Cost $58.59 Unrealized
VOE Vanguard Mid-cap Value Index Fund Mid Cap Etf 0.0%
Value ($000) $14 Shares 138 Est. Cost $94.20 Unrealized
SU Suncor Energy INC 0.0%
Value ($000) $14 Shares 1,169 Est. Cost $20.36 Unrealized -37.8%
QLYS Qualys INC 0.0%
Value ($000) $14 Shares 147 Est. Cost $82.92 Unrealized +29.0%
ETN Eaton Corporation Plc 0.0%
Value ($000) $13 Shares 130 Est. Cost $79.74 Unrealized +11.8%
HAIN Hain Celestial Group INC 0.0%
Value ($000) $12 Shares 353 Est. Cost $28.92 Unrealized +14.5%
NVO Novo Nordisk 0.0%
Value ($000) $12 Shares 170 Est. Cost $58.82 Unrealized
AVGO Broadcom INC 0.0%
Value ($000) $12 Shares 33 Est. Cost $24.52 Unrealized +20.9%
BP BP PLC 0.0%
Value ($000) $12 Shares 668 Est. Cost $37.43 Unrealized
BA Boeing CO 0.0%
Value ($000) $12 Shares 73 Est. Cost $261.84 Unrealized -34.9%
Te Connectivity Ltd 0.0%
Value ($000) $12 Shares 120 Est. Cost $83.33 Unrealized
SAP Sap Se 0.0%
Value ($000) $12 Shares 80 Est. Cost $137.50 Unrealized
C Citigroup INC 0.0%
Value ($000) $11 Shares 262 Est. Cost $38.68 Unrealized +6.0%
DIS Walt Disney CO 0.0%
Value ($000) $11 Shares 87 Est. Cost $107.86 Unrealized +13.2%
FLEX Flextronics Intl 0.0%
Value ($000) $11 Shares 1,029 Est. Cost $7.21 Unrealized +13.2%
MFC Manulife Financial 0.0%
Value ($000) $10 Shares 727 Est. Cost $12.59 Unrealized +13.8%
GDOT Green Dot Corp 0.0%
Value ($000) $10 Shares 193 Est. Cost $24.93 Unrealized +105.7%
MRSH Marsh & Mclennan Companies INC 0.0%
Value ($000) $10 Shares 87 Est. Cost $95.06 Unrealized +11.1%
DEO Diageo P L C Spon 0.0%
Value ($000) $10 Shares 76 Est. Cost $131.58 Unrealized
LVS Las Vegas Sands Corp 0.0%
Value ($000) $10 Shares 212 Est. Cost $56.82 Unrealized -19.7%
DXJ Wisdomtree Japan Hedged Equity Fund Etf 0.0%
Value ($000) $9 Shares 188 Est. Cost $53.19 Unrealized
TD Toronto-Dominion Bank 0.0%
Value ($000) $9 Shares 184 Est. Cost $42.57 Unrealized +9.4%
SNY Sanofi Aventis 0.0%
Value ($000) $9 Shares 177 Est. Cost $50.85 Unrealized
AZN Astrazeneca Plc 0.0%
Value ($000) $8 Shares 144 Est. Cost $48.61 Unrealized
VBK Vanguard Small-cap Growth Index Fund Small Cap Etf 0.0%
Value ($000) $8 Shares 39 Est. Cost $205.13 Unrealized
ORCL Oracle Corp 0.0%
Value ($000) $8 Shares 136 Est. Cost $50.44 Unrealized +4.6%
GILD Gilead Sciences INC 0.0%
Value ($000) $8 Shares 131 Est. Cost $51.27 Unrealized +9.5%
FIS Fidelity National Information Services INC Informatn Svcs 0.0%
Value ($000) $8 Shares 54 Est. Cost $116.75 Unrealized +10.3%
D Dominion Energy INC 0.0%
Value ($000) $7 Shares 91 Est. Cost $62.41 Unrealized -0.6%
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
ASML Asml Holding Nv 0.0%
Value ($000) $7 Shares 18 Est. Cost $277.78 Unrealized
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $7 Shares 61 Est. Cost $114.75 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $7 Shares 96 Est. Cost $86.78 Unrealized -29.7%
BTI British American Tobacco Plc 0.0%
Value ($000) $6 Shares 166 Est. Cost $42.17 Unrealized
TSM Taiwan Semiconductor Manufacturing CO Ltd 0.0%
Value ($000) $6 Shares 73 Est. Cost $54.79 Unrealized
CME Cme Group INC 0.0%
Value ($000) $6 Shares 33 Est. Cost $144.33 Unrealized -5.6%
REZI Resideo Technologies INC 0.0%
Value ($000) $5 Shares 497 Est. Cost $11.38 Unrealized +11.3%
ING ING Groep NV 0.0%
Value ($000) $5 Shares 738 Est. Cost $12.20 Unrealized
AIG American International Group INC 0.0%
Value ($000) $5 Shares 197 Est. Cost $45.11 Unrealized -42.1%
NSC Norfolk Southern Corp 0.0%
Value ($000) $5 Shares 25 Est. Cost $165.56 Unrealized +8.7%
ET Energy Transfer Equity LP 0.0%
Value ($000) $5 Shares 906 Est. Cost $13.25 Unrealized
HAS Hasbro INC 0.0%
Value ($000) $4 Shares 52 Est. Cost $82.22 Unrealized -23.7%
AMLP Alerian Mlp Alps Etf 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
XLB Materials Select Sector SPDR ETF 0.0%
Value ($000) $4 Shares 67 Est. Cost $59.70 Unrealized
EOG Eog Resources INC 0.0%
Value ($000) $4 Shares 108 Est. Cost $37.36 Unrealized -6.7%
NGG National Grid Plc 0.0%
Value ($000) $4 Shares 64 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
RSPG Invesco S&p 500 Eql Wght Energy Etf 0.0%
Value ($000) $4 Shares 165 Est. Cost $48.48 Unrealized
BUD Anheuser Busch Inbev SA/NV 0.0%
Value ($000) $4 Shares 70 Est. Cost $81.73 Unrealized
SNA Snap-on INC 0.0%
Value ($000) $4 Shares 26 Est. Cost $138.76 Unrealized -9.0%
Inventrust Properties REIT 0.0%
Value ($000) $3 Shares 1,046 Est. Cost $2.87 Unrealized
BNS Bank Of Nova Scotia 0.0%
Value ($000) $3 Shares 62 Est. Cost $40.76 Unrealized -22.8%
QCOM Qualcomm INC 0.0%
Value ($000) $3 Shares 29 Est. Cost $72.86 Unrealized +30.6%
IVOO Vanguard S&p Mid-cap 400 Index Fund Mid Cap Etf 0.0%
Value ($000) $3 Shares 27 Est. Cost $148.15 Unrealized
Royal Dutch Shell PLC 0.0%
Value ($000) $3 Shares 112 Est. Cost $62.50 Unrealized
CM Canadian Imperial Bank Of Commerce 0.0%
Value ($000) $3 Shares 37 Est. Cost $31.67 Unrealized -9.3%
COP Conocophillips 0.0%
Value ($000) $3 Shares 81 Est. Cost $47.16 Unrealized -33.8%
CAG Conagra Brands INC 0.0%
Value ($000) $3 Shares 73 Est. Cost $22.47 Unrealized +28.8%
KO Coca-cola CO 0.0%
Value ($000) $3 Shares 51 Est. Cost $44.51 Unrealized -8.3%
DVA Davita INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $66.33 Unrealized +28.8%
LYV Live Nation Entertainment INC 0.0%
Value ($000) $3 Shares 49 Est. Cost $43.83 Unrealized +17.6%
PPL PPL Corp 0.0%
Value ($000) $3 Shares 110 Est. Cost $25.91 Unrealized -16.3%
PBT Permian Basin Royalty Trust Unt 0.0%
Value ($000) $3 Shares 1,100 Est. Cost $3.64 Unrealized
LOW Lowe's Companies INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $102.36 Unrealized +36.6%
HOG Harley-davidson INC 0.0%
Value ($000) $3 Shares 136 Est. Cost $37.23 Unrealized -27.6%
ENB Enbridge Inc 0.0%
Value ($000) $2 Shares 62 Est. Cost $25.00 Unrealized -12.0%
LMT Lockheed Martin Corp 0.0%
Value ($000) $2 Shares 6 Est. Cost $324.81 Unrealized +1.3%
Nielsen Holdings Plc 0.0%
Value ($000) $2 Shares 160 Est. Cost $18.75 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $2 Shares 59 Est. Cost $26.02 Unrealized -15.8%
ASIX Advansix INC 0.0%
Value ($000) $2 Shares 118 Est. Cost $19.97 Unrealized -42.9%
Activision Blizzard INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $50.00 Unrealized
PHG Koninklijke Philips Nv 0.0%
Value ($000) $2 Shares 36 Est. Cost $55.56 Unrealized
TRP Tc Energy Corp 0.0%
Value ($000) $2 Shares 39 Est. Cost $37.40 Unrealized -7.6%
SMFG Sumitomo Mitsui Financial Group INC 0.0%
Value ($000) $2 Shares 422 Est. Cost $7.11 Unrealized
VOD Vodafone Group PLC 0.0%
Value ($000) $2 Shares 121 Est. Cost $18.22 Unrealized
Spirit Aerosystems Holdings INC Hldgs A 0.0%
Value ($000) $2 Shares 102 Est. Cost $19.61 Unrealized
CCEP Coca-cola European Partners Plc 0.0%
Value ($000) $2 Shares 41 Est. Cost $43.91 Unrealized -21.7%
HSBC Hsbc Holdings Plc 0.0%
Value ($000) $2 Shares 108 Est. Cost $37.04 Unrealized
VTR Ventas INC Reit 0.0%
Value ($000) $2 Shares 49 Est. Cost $49.16 Unrealized -32.8%
Unilever NV 0.0%
Value ($000) $1 Shares 23 Est. Cost $52.63 Unrealized
PEG Public Service Enterprise Group INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $49.14 Unrealized -10.3%
UAA Under Armour INC 0.0%
Value ($000) $1 Shares 47 Est. Cost $19.42 Unrealized -45.8%
CC Chemours CO 0.0%
Value ($000) $1 Shares 28 Est. Cost $13.00 Unrealized +22.2%
CARR Carrier Global Corp 0.0%
Value ($000) $1 Shares 40 Est. Cost $17.13 Unrealized +53.9%
IVZ Invesco Ltd 0.0%
Value ($000) $1 Shares 73 Est. Cost $12.93 Unrealized -34.6%
PNR Pentair PLC 0.0%
Value ($000) $1 Shares 24 Est. Cost $38.80 Unrealized +4.6%
ADI Analog Devices INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $100.85 Unrealized +5.6%
Amcor Plc 0.0%
Value ($000) $1 Shares 109 Est. Cost $7.76 Unrealized +12.3%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $1 Shares 20 Est. Cost $47.48 Unrealized +18.9%
WAB Westinghouse Air Brake Technologies Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $69.68 Unrealized -10.7%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $0 Shares 46 Est. Cost $36.00 Unrealized -63.1%
OXY/WS Occidental Petroleum Corp Eqy Warrant 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
Lions Gate Entertainment Corp 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
DJP Barclays Bank PLC IPATH Bloomberg Commodity Index Total Return ETN 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Highlands REIT 0.0%
Value ($000) $0 Shares 1,046 Est. Cost Unrealized