MARK SHEPTOFF FINANCIAL PLANNING, LLC Diversified Active

CIK: 0001607355 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 7, 2016

Total Value ($000): $134,494 (100.0% shares, 0.0% debt)

Holdings (359)

SJM SMUCKER J M CO 5.3%
Value ($000) $7,145 Shares 52,717 Est. Cost $70.13 Unrealized +56.8%
JNJ JOHNSON & JOHNSON 4.9%
Value ($000) $6,541 Shares 55,370 Est. Cost $67.79 Unrealized +38.1%
PEP PEPSICO INC 4.8%
Value ($000) $6,453 Shares 59,325 Est. Cost $58.54 Unrealized +38.5%
HRL HORMEL FOODS CORP 4.3%
Value ($000) $5,768 Shares 152,057 Est. Cost $25.46 Unrealized +15.6%
UNH UNITEDHEALTH GROUP INC 3.6%
Value ($000) $4,825 Shares 34,463 Est. Cost $68.87 Unrealized +75.0%
CVS CVS HEALTH CORP 3.5%
Value ($000) $4,719 Shares 53,033 Est. Cost $57.98 Unrealized +22.3%
T AT&T INC 3.0%
Value ($000) $4,095 Shares 100,830 Est. Cost $12.21 Unrealized +33.4%
VZ VERIZON COMMUNICATIONS INC 2.7%
Value ($000) $3,616 Shares 69,565 Est. Cost $27.11 Unrealized +21.3%
NEE NEXTERA ENERGY INC 2.1%
Value ($000) $2,774 Shares 22,680 Est. Cost $18.80 Unrealized +32.0%
ABBV ABBVIE INC 2.0%
Value ($000) $2,681 Shares 42,514 Est. Cost $34.05 Unrealized +29.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $2,642 Shares 18,290 Est. Cost $126.27 Unrealized +15.8%
STZ CONSTELLATION BRANDS INC 1.9%
Value ($000) $2,607 Shares 15,657 Est. Cost $80.39 Unrealized +78.0%
KO COCA COLA CO 1.9%
Value ($000) $2,603 Shares 61,516 Est. Cost $27.04 Unrealized +20.4%
RAYTHEON CO 1.9%
Value ($000) $2,511 Shares 18,448 Est. Cost $133.87 Unrealized
RITE AID CORP 1.8%
Value ($000) $2,417 Shares 314,255 Est. Cost $7.49 Unrealized
MDLZ MONDELEZ INTL INC 1.7%
Value ($000) $2,275 Shares 51,830 Est. Cost $27.69 Unrealized +27.2%
DVA DAVITA INC 1.7%
Value ($000) $2,236 Shares 33,850 Est. Cost $67.03 Unrealized +5.0%
BMY BRISTOL MYERS SQUIBB CO 1.6%
Value ($000) $2,208 Shares 40,942 Est. Cost $44.75 Unrealized +3.1%
CERNER CORP 1.5%
Value ($000) $2,010 Shares 32,550 Est. Cost $57.20 Unrealized
CL COLGATE PALMOLIVE CO 1.4%
Value ($000) $1,939 Shares 26,150 Est. Cost $48.88 Unrealized +21.5%
AAPL APPLE INC 1.4%
Value ($000) $1,881 Shares 16,636 Est. Cost $23.29 Unrealized +4.0%
ABT ABBOTT LABS 1.3%
Value ($000) $1,811 Shares 42,830 Est. Cost $32.39 Unrealized +11.6%
HON HONEYWELL INTL INC 1.3%
Value ($000) $1,778 Shares 15,254 Est. Cost $72.83 Unrealized +18.1%
CAH CARDINAL HEALTH INC 1.3%
Value ($000) $1,713 Shares 22,042 Est. Cost $53.43 Unrealized +15.0%
PFE PFIZER INC 1.3%
Value ($000) $1,705 Shares 50,349 Est. Cost $19.17 Unrealized +16.1%
CAG CONAGRA FOODS INC 1.1%
Value ($000) $1,535 Shares 32,588 Est. Cost $25.34 Unrealized +1.2%
NVS NOVARTIS A G 1.1%
Value ($000) $1,468 Shares 18,595 Est. Cost $87.51 Unrealized
WALGREENS BOOTS ALLIANCE INC 1.0%
Value ($000) $1,405 Shares 17,428 Est. Cost $81.36 Unrealized
KHC KRAFT HEINZ CO 1.0%
Value ($000) $1,399 Shares 15,626 Est. Cost $47.82 Unrealized +21.4%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $1,331 Shares 15,255 Est. Cost $57.50 Unrealized +1.8%
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $1,251 Shares 15,813 Est. Cost $69.12 Unrealized -16.4%
ORCL ORACLE CORP 0.9%
Value ($000) $1,232 Shares 31,369 Est. Cost $34.08 Unrealized +4.0%
AWK AMERICAN WTR WKS CO INC NEW 0.9%
Value ($000) $1,170 Shares 15,635 Est. Cost $40.26 Unrealized +62.3%
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $1,114 Shares 7,178 Est. Cost $83.54 Unrealized +45.6%
CLX CLOROX CO DEL 0.8%
Value ($000) $1,105 Shares 8,825 Est. Cost $72.87 Unrealized +37.6%
UNITED TECHNOLOGIES CORP 0.8%
Value ($000) $1,039 Shares 10,225 Est. Cost $110.61 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $995 Shares 17,266 Est. Cost $34.61 Unrealized +45.3%
GENERAL ELECTRIC CO 0.7%
Value ($000) $977 Shares 33,001 Est. Cost $26.28 Unrealized
MMM 3M CO 0.7%
Value ($000) $972 Shares 5,516 Est. Cost $82.69 Unrealized +32.1%
TRV TRAVELERS COMPANIES INC 0.7%
Value ($000) $949 Shares 8,284 Est. Cost $77.61 Unrealized +22.7%
VEEV VEEVA SYS INC 0.7%
Value ($000) $883 Shares 21,400 Est. Cost $38.20 Unrealized +1.5%
SO SOUTHERN CO 0.6%
Value ($000) $874 Shares 17,037 Est. Cost $29.95 Unrealized +18.9%
SBUX STARBUCKS CORP 0.6%
Value ($000) $860 Shares 15,877 Est. Cost $48.81 Unrealized -6.1%
BUD ANHEUSER BUSCH INBEV SA/NV 0.6%
Value ($000) $850 Shares 6,470 Est. Cost $108.34 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $803 Shares 8,951 Est. Cost $56.81 Unrealized +18.8%
WEC WEC ENERGY GROUP INC 0.6%
Value ($000) $799 Shares 13,350 Est. Cost $43.06 Unrealized +7.2%
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $695 Shares 39,100 Est. Cost $15.61 Unrealized -4.7%
TKR TIMKEN CO 0.5%
Value ($000) $694 Shares 19,738 Est. Cost $41.15 Unrealized -20.0%
MDT MEDTRONIC PLC 0.5%
Value ($000) $682 Shares 7,889 Est. Cost $58.11 Unrealized +18.4%
COOPER COS INC 0.5%
Value ($000) $681 Shares 3,800 Est. Cost $143.27 Unrealized
CHD CHURCH & DWIGHT INC 0.5%
Value ($000) $676 Shares 14,100 Est. Cost $41.08 Unrealized +6.4%
GIS GENERAL MLS INC 0.5%
Value ($000) $665 Shares 10,410 Est. Cost $42.48 Unrealized +17.7%
HIG HARTFORD FINL SVCS GROUP INC 0.5%
Value ($000) $643 Shares 15,018 Est. Cost $27.12 Unrealized +25.9%
EBAY EBAY INC 0.5%
Value ($000) $635 Shares 19,287 Est. Cost $21.08 Unrealized +27.5%
F FORD MTR CO DEL 0.5%
Value ($000) $633 Shares 52,450 Est. Cost $8.34 Unrealized -7.9%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $615 Shares 15,000 Est. Cost $35.85 Unrealized +6.9%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $599 Shares 3,925 Est. Cost $116.30 Unrealized +17.8%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $596 Shares 2,486 Est. Cost $116.95 Unrealized +66.6%
HD HOME DEPOT INC 0.4%
Value ($000) $566 Shares 4,401 Est. Cost $70.98 Unrealized +49.8%
ED CONSOLIDATED EDISON INC 0.4%
Value ($000) $542 Shares 7,200 Est. Cost $38.95 Unrealized +42.4%
GLAXOSMITHKLINE PLC 0.4%
Value ($000) $522 Shares 12,100 Est. Cost $42.41 Unrealized
HARRIS CORP DEL 0.4%
Value ($000) $504 Shares 5,501 Est. Cost $86.51 Unrealized
V VISA INC 0.3%
Value ($000) $467 Shares 5,650 Est. Cost $68.70 Unrealized +9.1%
TTC TORO CO 0.3%
Value ($000) $431 Shares 9,205 Est. Cost $39.50 Unrealized +18.5%
LLY LILLY ELI & CO 0.3%
Value ($000) $397 Shares 4,950 Est. Cost $67.35 Unrealized +1.8%
DIS DISNEY WALT CO 0.3%
Value ($000) $394 Shares 4,245 Est. Cost $92.32 Unrealized -3.7%
BERRY PLASTICS GROUP INC 0.3%
Value ($000) $381 Shares 8,700 Est. Cost $39.51 Unrealized
AETNA INC NEW 0.3%
Value ($000) $371 Shares 3,216 Est. Cost $79.83 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $354 Shares 2,810 Est. Cost $75.90 Unrealized +23.2%
SCHNITZER STL INDS 0.3%
Value ($000) $341 Shares 16,300 Est. Cost $20.92 Unrealized
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $337 Shares 7,600 Est. Cost $33.76 Unrealized +9.1%
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $335 Shares 4,750 Est. Cost $76.40 Unrealized
WPC W P CAREY INC 0.2%
Value ($000) $327 Shares 5,070 Est. Cost $60.11 Unrealized
CHESAPEAKE ENERGY CORP 0.2%
Value ($000) $316 Shares 50,365 Est. Cost $11.43 Unrealized
EMN EASTMAN CHEM CO 0.2%
Value ($000) $315 Shares 4,652 Est. Cost $51.21 Unrealized -3.9%
TSLA TESLA MTRS INC 0.2%
Value ($000) $314 Shares 1,540 Est. Cost $13.84 Unrealized +4.3%
WBS WEBSTER FINL CORP CONN 0.2%
Value ($000) $312 Shares 8,202 Est. Cost $36.99 Unrealized -0.5%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $302 Shares 1,395 Est. Cost $199.52 Unrealized
POR PORTLAND GEN ELEC CO 0.2%
Value ($000) $300 Shares 7,050 Est. Cost $26.48 Unrealized +15.3%
UNILEVER PLC 0.2%
Value ($000) $284 Shares 6,000 Est. Cost $44.58 Unrealized
BKD BROOKDALE SR LIVING INC 0.2%
Value ($000) $277 Shares 15,875 Est. Cost $17.24 Unrealized 0.0%
ENS ENERSYS 0.2%
Value ($000) $271 Shares 3,922 Est. Cost $62.40 Unrealized -2.4%
ANIP ANI PHARMACEUTICALS INC 0.2%
Value ($000) $262 Shares 3,950 Est. Cost $47.19 Unrealized +32.6%
DOW CHEM CO 0.2%
Value ($000) $258 Shares 4,981 Est. Cost $49.88 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $257 Shares 5,235 Est. Cost $36.49 Unrealized +10.3%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $256 Shares 8,503 Est. Cost $25.12 Unrealized 0.0%
DHR DANAHER CORP DEL 0.2%
Value ($000) $255 Shares 3,252 Est. Cost $43.55 Unrealized +54.5%
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $252 Shares 3,762 Est. Cost $68.84 Unrealized
WSM WILLIAMS SONOMA INC 0.2%
Value ($000) $248 Shares 4,850 Est. Cost $21.78 Unrealized -3.9%
HANESBRANDS INC 0.2%
Value ($000) $248 Shares 9,802 Est. Cost $25.30 Unrealized
HQY HEALTHEQUITY INC 0.2%
Value ($000) $231 Shares 6,100 Est. Cost $31.68 Unrealized 0.0%
AVA AVISTA CORP 0.2%
Value ($000) $230 Shares 5,500 Est. Cost $19.99 Unrealized +44.9%
CSX CSX CORP 0.2%
Value ($000) $224 Shares 7,350 Est. Cost $7.74 Unrealized +7.1%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $223 Shares 3,183 Est. Cost $51.53 Unrealized +2.2%
PSX PHILLIPS 66 0.2%
Value ($000) $215 Shares 2,664 Est. Cost $52.53 Unrealized +3.6%
PEG PUBLIC SVC ENTERPRISE GROUP 0.2%
Value ($000) $214 Shares 5,100 Est. Cost $28.55 Unrealized +11.6%
META FACEBOOK INC 0.2%
Value ($000) $212 Shares 1,656 Est. Cost $71.19 Unrealized +73.2%
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $211 Shares 2,380 Est. Cost $60.57 Unrealized +33.5%
OGE OGE ENERGY CORP 0.2%
Value ($000) $209 Shares 6,600 Est. Cost $32.74 Unrealized -3.3%
MONSANTO CO NEW 0.2%
Value ($000) $204 Shares 2,000 Est. Cost $113.89 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $204 Shares 5,400 Est. Cost $26.45 Unrealized +8.2%
AEP AMERICAN ELEC PWR INC 0.2%
Value ($000) $202 Shares 3,150 Est. Cost $40.82 Unrealized +18.3%
FAS DIREXION SHS ETF TR 0.1%
Value ($000) $175 Shares 6,000 Est. Cost $42.91 Unrealized
CAMBREX CORP 0.1%
Value ($000) $173 Shares 3,900 Est. Cost $18.97 Unrealized
BLACKSTONE GROUP L P 0.1%
Value ($000) $166 Shares 6,500 Est. Cost $36.68 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $164 Shares 1,636 Est. Cost $60.55 Unrealized +27.5%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $164 Shares 2,469 Est. Cost $20.99 Unrealized +26.8%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $161 Shares 2,400 Est. Cost $38.81 Unrealized +47.7%
SR SPIRE INC 0.1%
Value ($000) $159 Shares 2,500 Est. Cost $70.80 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $157 Shares 1,960 Est. Cost $44.58 Unrealized +26.5%
PCG PG&E CORP 0.1%
Value ($000) $153 Shares 2,500 Est. Cost $36.91 Unrealized +63.6%
KWR QUAKER CHEM CORP 0.1%
Value ($000) $151 Shares 1,422 Est. Cost $76.87 Unrealized +27.0%
BAC BANK AMER CORP 0.1%
Value ($000) $141 Shares 8,990 Est. Cost $13.11 Unrealized -7.9%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $138 Shares 1,240 Est. Cost $104.03 Unrealized
EMPIRE DIST ELEC CO 0.1%
Value ($000) $137 Shares 4,000 Est. Cost $24.25 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $135 Shares 1,400 Est. Cost $70.74 Unrealized -7.9%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $133 Shares 2,500 Est. Cost $33.01 Unrealized +11.3%
POWERSHARES QQQ TRUST 0.1%
Value ($000) $131 Shares 1,100 Est. Cost $111.82 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $127 Shares 4,000 Est. Cost $18.61 Unrealized +23.9%
KELLOGG CO 0.1%
Value ($000) $122 Shares 1,570 Est. Cost $50.78 Unrealized +7.7%
MEAD JOHNSON NUTRITION CO 0.1%
Value ($000) $119 Shares 1,500 Est. Cost $84.67 Unrealized
ACM AECOM 0.1%
Value ($000) $119 Shares 4,000 Est. Cost $31.00 Unrealized 0.0%
FISV FISERV INC 0.1%
Value ($000) $118 Shares 1,188 Est. Cost $46.96 Unrealized +11.7%
ROCKWELL COLLINS INC 0.1%
Value ($000) $118 Shares 1,400 Est. Cost $80.00 Unrealized
EDGE THERAPEUTICS INC 0.1%
Value ($000) $112 Shares 10,800 Est. Cost $9.99 Unrealized
DUNKIN BRANDS GROUP INC 0.1%
Value ($000) $110 Shares 2,105 Est. Cost $44.36 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $109 Shares 1,710 Est. Cost $32.76 Unrealized +68.3%
GOOG ALPHABET INC 0.1%
Value ($000) $105 Shares 135 Est. Cost $35.61 Unrealized +5.8%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $102 Shares 1,528 Est. Cost $45.27 Unrealized +12.3%
ORLY O REILLY AUTOMOTIVE INC NEW 0.1%
Value ($000) $98 Shares 350 Est. Cost $13.03 Unrealized +43.8%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $98 Shares 950 Est. Cost $63.08 Unrealized +8.6%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $97 Shares 1,200 Est. Cost $50.75 Unrealized -11.2%
O REALTY INCOME CORP 0.1%
Value ($000) $92 Shares 1,372 Est. Cost $26.57 Unrealized +59.5%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $87 Shares 900 Est. Cost $77.36 Unrealized -2.8%
SPECTRA ENERGY CORP 0.1%
Value ($000) $84 Shares 1,960 Est. Cost $38.56 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $82 Shares 489 Est. Cost $120.72 Unrealized +5.8%
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $82 Shares 1,926 Est. Cost $43.61 Unrealized
BA BOEING CO 0.1%
Value ($000) $79 Shares 601 Est. Cost $119.93 Unrealized +0.7%
YAMANA GOLD INC 0.1%
Value ($000) $75 Shares 17,500 Est. Cost $3.90 Unrealized
GNW GENWORTH FINL INC 0.1%
Value ($000) $75 Shares 15,090 Est. Cost $16.05 Unrealized -76.1%
LOW LOWES COS INC 0.1%
Value ($000) $75 Shares 1,037 Est. Cost $40.56 Unrealized +61.3%
INPHI CORP 0.1%
Value ($000) $74 Shares 1,700 Est. Cost $43.53 Unrealized
WHITEWAVE FOODS CO 0.1%
Value ($000) $74 Shares 1,360 Est. Cost $44.84 Unrealized
GOLDCORP INC NEW 0.1%
Value ($000) $71 Shares 4,300 Est. Cost $12.50 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $71 Shares 1,300 Est. Cost $46.50 Unrealized -9.0%
EFA ISHARES TR 0.1%
Value ($000) $71 Shares 1,198 Est. Cost $59.27 Unrealized
PEOPLES UNITED FINANCIAL INC 0.1%
Value ($000) $71 Shares 4,470 Est. Cost $16.11 Unrealized
CYBERARK SOFTWARE LTD 0.1%
Value ($000) $69 Shares 1,400 Est. Cost $49.29 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $69 Shares 1,000 Est. Cost $41.86 Unrealized +33.6%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $68 Shares 625 Est. Cost $68.36 Unrealized +13.0%
CYPRESS SEMICONDUCTOR CORP 0.0%
Value ($000) $67 Shares 5,500 Est. Cost $9.80 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $67 Shares 769 Est. Cost $76.67 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 0.0%
Value ($000) $66 Shares 790 Est. Cost $79.90 Unrealized
MET METLIFE INC 0.0%
Value ($000) $66 Shares 1,475 Est. Cost $27.08 Unrealized +1.2%
SYMANTEC CORP 0.0%
Value ($000) $65 Shares 2,600 Est. Cost $25.00 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $65 Shares 800 Est. Cost $52.82 Unrealized -4.9%
CCEP COCA COLA EUROPEAN PARTNERS 0.0%
Value ($000) $64 Shares 1,600 Est. Cost $28.83 Unrealized +1.6%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $64 Shares 1,194 Est. Cost $53.60 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $43.73 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS INC 0.0%
Value ($000) $61 Shares 840 Est. Cost $68.19 Unrealized
DELPHI AUTOMOTIVE PLC 0.0%
Value ($000) $61 Shares 850 Est. Cost $68.10 Unrealized
FOOT LOCKER INC 0.0%
Value ($000) $61 Shares 900 Est. Cost $58.17 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $60 Shares 481 Est. Cost $96.06 Unrealized +11.6%
SCANA CORP NEW 0.0%
Value ($000) $58 Shares 800 Est. Cost $51.55 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $57.00 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $56 Shares 477 Est. Cost $111.11 Unrealized
UNITED FINL BANCORP INC NEW 0.0%
Value ($000) $55 Shares 3,957 Est. Cost $13.40 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $55 Shares 1,159 Est. Cost $37.91 Unrealized -9.9%
SKECHERS U S A INC 0.0%
Value ($000) $54 Shares 2,350 Est. Cost $38.00 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $52 Shares 1,639 Est. Cost $26.76 Unrealized -3.4%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $51 Shares 600 Est. Cost $73.33 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $51 Shares 520 Est. Cost $77.56 Unrealized -2.1%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $50 Shares 1,030 Est. Cost $42.27 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $47 Shares 550 Est. Cost $74.55 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $46 Shares 800 Est. Cost $32.57 Unrealized +39.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $45 Shares 1,038 Est. Cost $31.13 Unrealized 0.0%
DISH NETWORK CORP 0.0%
Value ($000) $44 Shares 800 Est. Cost $62.50 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $42 Shares 600 Est. Cost $71.29 Unrealized +5.3%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $42 Shares 264 Est. Cost $100.73 Unrealized +1.0%
ITC HLDGS CORP 0.0%
Value ($000) $42 Shares 900 Est. Cost $32.22 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $40 Shares 439 Est. Cost $59.43 Unrealized +6.5%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $20.01 Unrealized +69.8%
URI UNITED RENTALS INC 0.0%
Value ($000) $39 Shares 500 Est. Cost $92.74 Unrealized -20.0%
DUFF & PHELPS UTIL CORP BD T 0.0%
Value ($000) $39 Shares 3,971 Est. Cost $10.32 Unrealized
SBH SALLY BEAUTY HLDGS INC 0.0%
Value ($000) $39 Shares 1,500 Est. Cost $29.05 Unrealized -3.6%
DIEBOLD INC 0.0%
Value ($000) $37 Shares 1,500 Est. Cost $40.00 Unrealized
NEKTAR THERAPEUTICS 0.0%
Value ($000) $36 Shares 2,100 Est. Cost $17.14 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $36 Shares 43 Est. Cost $25.80 Unrealized +48.4%
POWERSHARES ETF TR II 0.0%
Value ($000) $35 Shares 850 Est. Cost $38.82 Unrealized
PPL PPL CORP 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $17.07 Unrealized +38.5%
FDL FIRST TR MORNINGSTAR DIV LEA 0.0%
Value ($000) $35 Shares 1,300 Est. Cost $23.85 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $35 Shares 500 Est. Cost $72.11 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $33 Shares 744 Est. Cost $45.07 Unrealized -2.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $33 Shares 700 Est. Cost $44.68 Unrealized +12.9%
MTB M & T BK CORP 0.0%
Value ($000) $31 Shares 270 Est. Cost $91.64 Unrealized -3.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $30 Shares 139 Est. Cost $173.71 Unrealized +7.2%
MTUS TIMKENSTEEL CORP 0.0%
Value ($000) $30 Shares 2,881 Est. Cost $45.14 Unrealized -78.0%
IP INTL PAPER CO 0.0%
Value ($000) $29 Shares 600 Est. Cost $27.24 Unrealized +8.4%
TLT ISHARES TR 0.0%
Value ($000) $28 Shares 200 Est. Cost $115.00 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $31.04 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $27 Shares 33 Est. Cost $36.67 Unrealized +5.8%
BOFI HLDG INC 0.0%
Value ($000) $27 Shares 1,200 Est. Cost $37.29 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $26 Shares 800 Est. Cost $31.45 Unrealized +0.7%
POWERSHARES ETF TR II 0.0%
Value ($000) $26 Shares 1,700 Est. Cost $14.71 Unrealized
OTEX OPEN TEXT CORP 0.0%
Value ($000) $26 Shares 400 Est. Cost $18.89 Unrealized +33.7%
GREAT PLAINS ENERGY INC 0.0%
Value ($000) $25 Shares 900 Est. Cost $27.00 Unrealized
WGL HLDGS INC 0.0%
Value ($000) $25 Shares 400 Est. Cost $40.00 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $24 Shares 434 Est. Cost $35.29 Unrealized +15.6%
MCD MCDONALDS CORP 0.0%
Value ($000) $23 Shares 200 Est. Cost $70.27 Unrealized +34.5%
DHS WISDOMTREE TR 0.0%
Value ($000) $23 Shares 349 Est. Cost $60.83 Unrealized
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $23 Shares 600 Est. Cost $56.06 Unrealized
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $21 Shares 175 Est. Cost $155.50 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $21 Shares 400 Est. Cost $28.65 Unrealized -6.7%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $20 Shares 176 Est. Cost $62.59 Unrealized +44.4%
AIVL WISDOMTREE TR 0.0%
Value ($000) $20 Shares 250 Est. Cost $72.00 Unrealized
HCP INC 0.0%
Value ($000) $20 Shares 531 Est. Cost $38.72 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $20 Shares 157 Est. Cost $111.07 Unrealized +2.4%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $19 Shares 400 Est. Cost $55.38 Unrealized
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $19 Shares 318 Est. Cost $29.40 Unrealized +9.1%
EXC EXELON CORP 0.0%
Value ($000) $18 Shares 550 Est. Cost $13.80 Unrealized +31.1%
KLX INC 0.0%
Value ($000) $18 Shares 500 Est. Cost $36.00 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $18 Shares 200 Est. Cost $53.48 Unrealized +38.5%
DIA SPDR DOW JONES INDL AVRG ETF 0.0%
Value ($000) $18 Shares 100 Est. Cost $170.00 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $18 Shares 564 Est. Cost $22.33 Unrealized -1.8%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $18 Shares 300 Est. Cost $40.75 Unrealized +10.6%
ASTORIA FINL CORP 0.0%
Value ($000) $18 Shares 1,200 Est. Cost $15.83 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $17 Shares 360 Est. Cost $40.42 Unrealized 0.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $17 Shares 400 Est. Cost $19.34 Unrealized +71.2%
BOARDWALK PIPELINE PARTNERS 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $17.00 Unrealized
MOBILEYE N V AMSTELVEEN 0.0%
Value ($000) $17 Shares 400 Est. Cost $42.50 Unrealized
RYDEX ETF TRUST 0.0%
Value ($000) $17 Shares 200 Est. Cost $75.00 Unrealized
CELGENE CORP 0.0%
Value ($000) $17 Shares 158 Est. Cost $103.76 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $17 Shares 150 Est. Cost $114.15 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $17 Shares 600 Est. Cost $47.64 Unrealized
ACAD ACADIA PHARMACEUTICALS INC 0.0%
Value ($000) $16 Shares 500 Est. Cost $25.30 Unrealized +34.0%
ST JUDE MED INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $64.81 Unrealized
VIACOM INC NEW 0.0%
Value ($000) $16 Shares 429 Est. Cost $83.06 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $16 Shares 300 Est. Cost $43.64 Unrealized +18.5%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $16 Shares 300 Est. Cost $50.00 Unrealized
ALLERGAN PLC 0.0%
Value ($000) $15 Shares 66 Est. Cost $297.30 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $15 Shares 504 Est. Cost $19.84 Unrealized
ANIK ANIKA THERAPEUTICS INC 0.0%
Value ($000) $14 Shares 300 Est. Cost $42.79 Unrealized +15.4%
ALKS ALKERMES PLC 0.0%
Value ($000) $14 Shares 300 Est. Cost $61.20 Unrealized -22.3%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $14 Shares 325 Est. Cost $40.00 Unrealized
QDF FLEXSHARES TR 0.0%
Value ($000) $13 Shares 350 Est. Cost $34.29 Unrealized
YAHOO INC 0.0%
Value ($000) $13 Shares 300 Est. Cost $42.18 Unrealized
INTERNATIONAL SPEEDWAY CORP 0.0%
Value ($000) $13 Shares 400 Est. Cost $35.00 Unrealized
TEKLA LIFE SCIENCES INVS 0.0%
Value ($000) $13 Shares 668 Est. Cost $23.42 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $12 Shares 150 Est. Cost $73.33 Unrealized
DTD WISDOMTREE TR 0.0%
Value ($000) $12 Shares 150 Est. Cost $73.33 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $12 Shares 174 Est. Cost $70.04 Unrealized +10.0%
HDV ISHARES TR 0.0%
Value ($000) $12 Shares 150 Est. Cost $73.33 Unrealized
KEY KEYCORP NEW 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $8.61 Unrealized -6.0%
MANNKIND CORP 0.0%
Value ($000) $12 Shares 20,022 Est. Cost $1.15 Unrealized
PNBK PATRIOT NATL BANCORP INC 0.0%
Value ($000) $11 Shares 800 Est. Cost $16.10 Unrealized -16.2%
D DOMINION RES INC VA NEW 0.0%
Value ($000) $11 Shares 150 Est. Cost $50.62 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $11 Shares 75 Est. Cost $99.16 Unrealized +10.8%
CSTE CAESARSTONE LTD 0.0%
Value ($000) $11 Shares 300 Est. Cost $48.23 Unrealized -27.5%
SEATTLE GENETICS INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $46.67 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $10 Shares 311 Est. Cost $24.52 Unrealized -6.8%
SHIRE PLC 0.0%
Value ($000) $10 Shares 53 Est. Cost $188.68 Unrealized
CALAMOS STRATEGIC TOTL RETN 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $11.11 Unrealized
PBT PERMIAN BASIN RTY TR 0.0%
Value ($000) $10 Shares 1,484 Est. Cost $12.77 Unrealized
PIMCO INCOME STRATEGY FUND I 0.0%
Value ($000) $9 Shares 950 Est. Cost $10.31 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $9 Shares 91 Est. Cost $54.70 Unrealized +13.8%
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.70 Unrealized 0.0%
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $3.82 Unrealized 0.0%
GW PHARMACEUTICALS PLC 0.0%
Value ($000) $9 Shares 70 Est. Cost $60.00 Unrealized
LIBERTY PPTY TR 0.0%
Value ($000) $8 Shares 200 Est. Cost $35.00 Unrealized
FDN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
IAG IAMGOLD CORP 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $3.41 Unrealized +33.8%
HOVNANIAN ENTERPRISES INC 0.0%
Value ($000) $8 Shares 5,000 Est. Cost $4.80 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $7 Shares 277 Est. Cost $25.27 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $7 Shares 80 Est. Cost $53.05 Unrealized +46.6%
FXG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $7 Shares 148 Est. Cost $47.30 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $44.80 Unrealized +20.5%
WMT WAL-MART STORES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $18.91 Unrealized +8.9%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $7 Shares 125 Est. Cost $32.42 Unrealized +48.3%
PRICELINE GRP INC 0.0%
Value ($000) $7 Shares 5 Est. Cost $1200.00 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $56.11 Unrealized -3.1%
EMLP FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6 Shares 229 Est. Cost $26.20 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $6 Shares 35 Est. Cost $152.87 Unrealized +4.7%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $6 Shares 50 Est. Cost $120.00 Unrealized
MALLINCKRODT PUB LTD CO 0.0%
Value ($000) $6 Shares 90 Est. Cost $68.05 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $6 Shares 40 Est. Cost $140.46 Unrealized -4.7%
TE CONNECTIVITY LTD 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
RWR SPDR SERIES TRUST 0.0%
Value ($000) $6 Shares 62 Est. Cost $80.65 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $5 Shares 27 Est. Cost $138.32 Unrealized +7.4%
BCE BCE INC 0.0%
Value ($000) $5 Shares 118 Est. Cost $26.11 Unrealized +3.4%
PATTERSON COMPANIES INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
CARDINAL FINL CORP 0.0%
Value ($000) $5 Shares 200 Est. Cost $22.97 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $5 Shares 323 Est. Cost $8.33 Unrealized 0.0%
CREE INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $55.00 Unrealized
ORBCOMM INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $6.00 Unrealized
MKL MARKEL CORP 0.0%
Value ($000) $5 Shares 5 Est. Cost $859.54 Unrealized +8.5%
LINKEDIN CORP 0.0%
Value ($000) $5 Shares 25 Est. Cost $120.00 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $83.28 Unrealized +11.5%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $5 Shares 219 Est. Cost $18.62 Unrealized -29.9%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $4 Shares 95 Est. Cost $49.24 Unrealized +4.4%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $4 Shares 200 Est. Cost $15.00 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $67.03 Unrealized -38.2%
SANCHEZ ENERGY CORP 0.0%
Value ($000) $4 Shares 500 Est. Cost $12.94 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $60.00 Unrealized
BB&T CORP 0.0%
Value ($000) $4 Shares 93 Est. Cost $32.26 Unrealized
GENERAL MTRS CO 0.0%
Value ($000) $4 Shares 278 Est. Cost $17.99 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $4 Shares 74 Est. Cost $39.55 Unrealized +7.3%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $4 Shares 95 Est. Cost $33.21 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value ($000) $4 Shares 71 Est. Cost $32.95 Unrealized +42.9%
PPG PPG INDS INC 0.0%
Value ($000) $4 Shares 34 Est. Cost $92.56 Unrealized -4.6%
PBI PITNEY BOWES INC 0.0%
Value ($000) $4 Shares 227 Est. Cost $24.66 Unrealized -25.6%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $4 Shares 31 Est. Cost $96.45 Unrealized +6.8%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $59.65 Unrealized +1.5%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $3 Shares 13 Est. Cost $108.76 Unrealized +22.2%
SPLUNK INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $40.00 Unrealized
RETAIL OPPORTUNITY INVTS COR 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $3 Shares 48 Est. Cost $52.40 Unrealized -5.7%
CRI CARTER INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $73.68 Unrealized +5.4%
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 144 Est. Cost $20.83 Unrealized
VFC V F CORP 0.0%
Value ($000) $3 Shares 50 Est. Cost $59.14 Unrealized -2.4%
WESTERN REFNG INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.00 Unrealized
BARCLAYS BANK PLC 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $2 Shares 65 Est. Cost $25.51 Unrealized 0.0%
NG NOVAGOLD RES INC 0.0%
Value ($000) $2 Shares 274 Est. Cost $3.41 Unrealized +82.5%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
HPQ HP INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $9.12 Unrealized +14.8%
INGERSOLL-RAND PLC 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $78.38 Unrealized +19.7%
DON WISDOMTREE TR 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $126.31 Unrealized +18.8%
POWERSHARES ETF TRUST 0.0%
Value ($000) $2 Shares 92 Est. Cost $21.74 Unrealized
STAPLES INC 0.0%
Value ($000) $2 Shares 212 Est. Cost $14.15 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 59 Est. Cost $33.90 Unrealized
NWPX NORTHWEST PIPE CO 0.0%
Value ($000) $1 Shares 50 Est. Cost $35.69 Unrealized -67.7%
VERITIV CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $50.36 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
ALLE ALLEGION PUB LTD CO 0.0%
Value ($000) $1 Shares 11 Est. Cost $44.33 Unrealized +42.5%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $28.61 Unrealized +15.8%
DNOW NOW INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $33.70 Unrealized -40.7%
TWO HBRS INVT CORP 0.0%
Value ($000) $1 Shares 138 Est. Cost $7.25 Unrealized
TIME WARNER INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
UNI PIXEL INC 0.0%
Value ($000) $1 Shares 700 Est. Cost $2.86 Unrealized
UNILEVER N V 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
SUNPOWER CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
PJT PJT PARTNERS INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $20.55 Unrealized +9.9%
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $1 Shares 70 Est. Cost $18.92 Unrealized
CEL SCI CORP 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $0.50 Unrealized
TIME INC NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
PROGENICS PHARMACEUTICALS IN 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
USA TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
STILLWATER MNG CO 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
TMQ TRILOGY METALS INC NEW 0.0%
Value ($000) $0 Shares 45 Est. Cost $0.57 Unrealized 0.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $4.62 Unrealized -64.1%
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $5.86 Unrealized +25.0%
NORTHSTAR REALTY EUROPE CORP 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 23 Est. Cost $30.30 Unrealized
ANNALY CAP MGMT INC 0.0%
Value ($000) $0 Shares 37 Est. Cost $10.70 Unrealized
KINDER MORGAN INC DEL 0.0%
Value ($000) $0 Shares 960 Est. Cost $1.67 Unrealized
KOPN KOPIN CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.04 Unrealized -44.6%