Linscomb & Williams, Inc. Diversified Active

CIK: 0001313294 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 9, 2019

Total Value ($000): $1,187,980 (100.0% shares, 0.0% debt)

Holdings (265)

VEA VANGUARD TAX MANAGED INTL FTSE DEV MKT ETF 12.8%
Value ($000) $152,573 Shares 3,733,136 Est. Cost $38.75 Unrealized
DHS WISDOMTREE TR US HIGH DIVIDEND 8.0%
Value ($000) $94,651 Shares 1,306,073 Est. Cost $55.36 Unrealized
IVV ISHARES TR CORE S&P500 ETF 7.6%
Value ($000) $90,296 Shares 317,319 Est. Cost $170.81 Unrealized
DON WISDOMTREE TR US MIDCAP DIVID 6.0%
Value ($000) $71,641 Shares 2,001,693 Est. Cost $45.89 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 6.0%
Value ($000) $71,388 Shares 376,917 Est. Cost $119.53 Unrealized
XOM EXXON MOBIL CORP 5.8%
Value ($000) $68,820 Shares 851,729 Est. Cost $55.74 Unrealized -0.6%
VTI VANGUARD INDEX FDS TOTAL STK MKT 3.8%
Value ($000) $44,922 Shares 310,430 Est. Cost $82.67 Unrealized
SDY SPDR SERIES TRUST S&P DIVID ETF 3.4%
Value ($000) $40,849 Shares 410,915 Est. Cost $76.77 Unrealized
EES WISDOMTREE TR US SMALLCAP FUND 2.1%
Value ($000) $25,289 Shares 700,325 Est. Cost $44.39 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $14,455 Shares 122,559 Est. Cost $34.14 Unrealized +199.6%
DVY ISHARES TR SELECT DIVID ETF 1.1%
Value ($000) $13,377 Shares 136,254 Est. Cost $64.07 Unrealized
IDV ISHARES TR INTL SEL DIV ETF 1.1%
Value ($000) $12,766 Shares 413,681 Est. Cost $34.29 Unrealized
EFA ISHARES TR MSCI EAFE ETF 1.0%
Value ($000) $12,215 Shares 188,329 Est. Cost $58.45 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 1.0%
Value ($000) $11,663 Shares 33,768 Est. Cost $256.06 Unrealized
VXF VANGUARD INDEX FDS EXTEND MKT ETF 1.0%
Value ($000) $11,593 Shares 100,410 Est. Cost $69.83 Unrealized
DGRS WISDOMTREE TR US S CAP QTY DIV 1.0%
Value ($000) $11,323 Shares 326,498 Est. Cost $30.02 Unrealized
DEM WISDOMTREE TR EMER MKT HIGH FD 0.8%
Value ($000) $9,658 Shares 220,296 Est. Cost $44.94 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $9,068 Shares 64,867 Est. Cost $69.41 Unrealized +59.0%
SUMMIT MATLS INC CL A 0.7%
Value ($000) $8,046 Shares 507,000 Est. Cost $20.57 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $8,008 Shares 42,159 Est. Cost $27.68 Unrealized +46.1%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $7,552 Shares 74,598 Est. Cost $45.56 Unrealized +87.3%
INTC INTEL CORP 0.6%
Value ($000) $7,411 Shares 138,007 Est. Cost $22.14 Unrealized +98.0%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $7,341 Shares 59,593 Est. Cost $72.66 Unrealized +20.4%
CSCO CISCO SYS INC 0.6%
Value ($000) $7,295 Shares 135,122 Est. Cost $18.53 Unrealized +113.2%
OXY OCCIDENTAL PETE CORP 0.6%
Value ($000) $7,175 Shares 108,383 Est. Cost $58.25 Unrealized -3.1%
ABT ABBOTT LABS 0.6%
Value ($000) $7,078 Shares 88,536 Est. Cost $38.18 Unrealized +73.1%
NSC NORFOLK SOUTHERN CORP 0.6%
Value ($000) $6,718 Shares 35,944 Est. Cost $71.24 Unrealized +111.2%
MCD MCDONALDS CORP 0.6%
Value ($000) $6,640 Shares 34,966 Est. Cost $78.83 Unrealized +96.1%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $6,546 Shares 110,711 Est. Cost $28.77 Unrealized +35.4%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $6,284 Shares 60,391 Est. Cost $60.29 Unrealized +36.1%
DOWDUPONT INC 0.5%
Value ($000) $5,949 Shares 111,595 Est. Cost $68.74 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $5,839 Shares 137,495 Est. Cost $19.16 Unrealized +52.6%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $5,829 Shares 20,634 Est. Cost $241.39 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $5,666 Shares 18,877 Est. Cost $111.79 Unrealized +117.9%
PEP PEPSICO INC 0.5%
Value ($000) $5,657 Shares 46,164 Est. Cost $68.05 Unrealized +35.9%
T AT&T INC 0.5%
Value ($000) $5,375 Shares 171,393 Est. Cost $12.87 Unrealized +10.1%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $5,262 Shares 58,469 Est. Cost $50.02 Unrealized +33.8%
V VISA INC CL A 0.4%
Value ($000) $5,208 Shares 33,345 Est. Cost $60.88 Unrealized +125.6%
CCI CROWN CASTLE INTL CORP NEW 0.4%
Value ($000) $5,195 Shares 40,586 Est. Cost $66.62 Unrealized +31.1%
ABBV ABBVIE INC 0.4%
Value ($000) $5,099 Shares 63,274 Est. Cost $36.34 Unrealized +67.9%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $5,098 Shares 39,550 Est. Cost $104.50 Unrealized
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $4,980 Shares 248,882 Est. Cost $12.35 Unrealized +1.2%
AMGN AMGEN INC 0.4%
Value ($000) $4,915 Shares 25,873 Est. Cost $120.81 Unrealized +28.0%
AGG ISHARES TR CORE US AGGBD ET 0.4%
Value ($000) $4,842 Shares 44,390 Est. Cost $109.55 Unrealized
D DOMINION ENERGY INC 0.4%
Value ($000) $4,829 Shares 62,986 Est. Cost $43.62 Unrealized +23.6%
EPD ENTERPRISE PRODS PARTNERS 0.4%
Value ($000) $4,754 Shares 163,375 Est. Cost $44.33 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $4,714 Shares 2,647 Est. Cost $28.32 Unrealized +193.8%
UPS UNITED PARCEL SERVICE INC CL B 0.4%
Value ($000) $4,612 Shares 41,271 Est. Cost $73.09 Unrealized +10.8%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $4,610 Shares 26,192 Est. Cost $82.52 Unrealized +72.2%
BLACKROCK INC 0.4%
Value ($000) $4,603 Shares 10,771 Est. Cost $344.26 Unrealized
GIS GENERAL MLS INC 0.4%
Value ($000) $4,306 Shares 83,198 Est. Cost $33.63 Unrealized +6.4%
AVGO BROADCOM INC 0.4%
Value ($000) $4,294 Shares 14,278 Est. Cost $18.75 Unrealized +20.0%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $4,268 Shares 88,334 Est. Cost $34.74 Unrealized +17.3%
CMI CUMMINS INC 0.3%
Value ($000) $4,144 Shares 26,249 Est. Cost $91.36 Unrealized +37.7%
WMB WILLIAMS COS INC DEL 0.3%
Value ($000) $4,141 Shares 144,176 Est. Cost $17.61 Unrealized +3.6%
QCOM QUALCOMM INC 0.3%
Value ($000) $4,105 Shares 71,976 Est. Cost $46.60 Unrealized -1.9%
LAM RESEARCH CORP 0.3%
Value ($000) $4,057 Shares 22,664 Est. Cost $179.01 Unrealized
VTR VENTAS INC 0.3%
Value ($000) $4,026 Shares 63,093 Est. Cost $39.55 Unrealized +19.5%
VTHR VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 0.3%
Value ($000) $4,005 Shares 30,945 Est. Cost $98.92 Unrealized
LHC GROUP INC 0.3%
Value ($000) $3,703 Shares 33,400 Est. Cost $67.90 Unrealized
WSM WILLIAMS SONOMA INC 0.3%
Value ($000) $3,677 Shares 65,345 Est. Cost $20.55 Unrealized +16.0%
DLN WISDOMTREE TR US LARGECAP DIVD 0.3%
Value ($000) $3,551 Shares 37,687 Est. Cost $68.23 Unrealized
USB US BANCORP DEL 0.3%
Value ($000) $3,532 Shares 73,295 Est. Cost $33.17 Unrealized +13.4%
IBM INTERNATIONAL BUSINESS MAC 0.3%
Value ($000) $3,517 Shares 24,925 Est. Cost $105.66 Unrealized -10.4%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $3,431 Shares 32,345 Est. Cost $67.24 Unrealized +27.0%
MET METLIFE INC 0.3%
Value ($000) $3,413 Shares 80,180 Est. Cost $30.57 Unrealized +14.6%
VRSK VERISK ANALYTICS INC 0.3%
Value ($000) $3,273 Shares 24,609 Est. Cost $111.73 Unrealized +4.1%
C CITIGROUP INC 0.3%
Value ($000) $3,269 Shares 52,537 Est. Cost $49.45 Unrealized -1.4%
MRK MERCK & CO INC 0.3%
Value ($000) $3,261 Shares 39,211 Est. Cost $40.09 Unrealized +50.4%
DTH WISDOMTREE TR ITL HIGH DIV FD 0.3%
Value ($000) $3,162 Shares 78,516 Est. Cost $40.10 Unrealized
GOOG ALPHABET INC CL C 0.3%
Value ($000) $3,134 Shares 2,671 Est. Cost $37.85 Unrealized +47.1%
LEG LEGGETT & PLATT INC 0.3%
Value ($000) $3,124 Shares 74,000 Est. Cost $39.00 Unrealized +7.8%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $3,117 Shares 35,263 Est. Cost $53.20 Unrealized +5.4%
MDT MEDTRONIC PLC 0.2%
Value ($000) $2,922 Shares 32,085 Est. Cost $65.44 Unrealized +13.6%
INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 0.2%
Value ($000) $2,851 Shares 134,365 Est. Cost $21.06 Unrealized
BB&T CORP 0.2%
Value ($000) $2,823 Shares 60,670 Est. Cost $46.71 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $2,808 Shares 52,061 Est. Cost $59.26 Unrealized -16.5%
MA MASTERCARD INC CL A 0.2%
Value ($000) $2,780 Shares 11,807 Est. Cost $81.13 Unrealized +155.4%
CINF CINCINNATI FINL CORP 0.2%
Value ($000) $2,589 Shares 30,139 Est. Cost $49.36 Unrealized +40.0%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $2,584 Shares 6,000 Est. Cost $73.98 Unrealized +76.9%
IRM IRON MTN INC NEW 0.2%
Value ($000) $2,579 Shares 72,724 Est. Cost $23.69 Unrealized +3.2%
PHO INVESCO EXCHANGE TRADED FD WATER RES ETF 0.2%
Value ($000) $2,389 Shares 70,314 Est. Cost $30.22 Unrealized
APACHE CORP 0.2%
Value ($000) $2,272 Shares 65,549 Est. Cost $48.10 Unrealized
TORTOISE ENERGY INFRA CORP 0.2%
Value ($000) $2,197 Shares 93,471 Est. Cost $46.50 Unrealized
SYK STRYKER CORP 0.2%
Value ($000) $2,118 Shares 10,721 Est. Cost $70.16 Unrealized +138.2%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $2,076 Shares 30,375 Est. Cost $28.77 Unrealized +128.4%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,963 Shares 9,959 Est. Cost $66.34 Unrealized +120.1%
BA BOEING CO 0.2%
Value ($000) $1,863 Shares 4,885 Est. Cost $137.96 Unrealized +172.0%
INDEPENDENT BK GROUP INC 0.2%
Value ($000) $1,826 Shares 35,592 Est. Cost $48.75 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,819 Shares 6,500 Est. Cost $13.27 Unrealized +51.2%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $1,688 Shares 16,259 Est. Cost $40.72 Unrealized +131.9%
VWO VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF 0.1%
Value ($000) $1,644 Shares 38,692 Est. Cost $36.66 Unrealized
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $1,632 Shares 1,387 Est. Cost $37.12 Unrealized +51.0%
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $1,623 Shares 30,086 Est. Cost $54.82 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $1,618 Shares 9,004 Est. Cost $171.64 Unrealized
MAGELLAN MIDSTREAM PRTNRS 0.1%
Value ($000) $1,568 Shares 25,869 Est. Cost $68.13 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,565 Shares 33,388 Est. Cost $29.80 Unrealized +26.8%
VXUS VANGUARD STAR FD VG TL INTL STK F 0.1%
Value ($000) $1,549 Shares 29,838 Est. Cost $53.52 Unrealized
TELLURIAN INC NEW 0.1%
Value ($000) $1,456 Shares 130,000 Est. Cost $6.95 Unrealized
INVESCO EXCH TRD SLF IDX FD BULSHS 2019 CB 0.1%
Value ($000) $1,397 Shares 66,321 Est. Cost $21.00 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,375 Shares 25,609 Est. Cost $31.44 Unrealized +46.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $1,374 Shares 6,838 Est. Cost $137.78 Unrealized +46.5%
HD HOME DEPOT INC 0.1%
Value ($000) $1,368 Shares 7,128 Est. Cost $66.72 Unrealized +131.9%
KEX KIRBY CORP 0.1%
Value ($000) $1,302 Shares 17,331 Est. Cost $73.07 Unrealized -0.3%
BAX BAXTER INTL INC 0.1%
Value ($000) $1,282 Shares 15,772 Est. Cost $33.31 Unrealized +92.3%
TMO THERMO FISHER SCIENTIFIC I 0.1%
Value ($000) $1,233 Shares 4,504 Est. Cost $98.25 Unrealized +148.8%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $1,229 Shares 7,349 Est. Cost $77.50 Unrealized +78.2%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,228 Shares 28,177 Est. Cost $56.61 Unrealized -36.9%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $1,216 Shares 23,428 Est. Cost $25.04 Unrealized +92.8%
BAC BANK AMER CORP 0.1%
Value ($000) $1,162 Shares 42,110 Est. Cost $17.17 Unrealized +39.1%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $1,151 Shares 7,208 Est. Cost $71.58 Unrealized +75.2%
CVY INVESCO EXCHANGE TRADED FD ZACKS MULT AST 0.1%
Value ($000) $1,119 Shares 51,796 Est. Cost $21.95 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $1,118 Shares 21,018 Est. Cost $37.40 Unrealized +21.6%
HESS CORP 0.1%
Value ($000) $1,104 Shares 18,335 Est. Cost $60.21 Unrealized
TWITTER INC 0.1%
Value ($000) $1,067 Shares 32,465 Est. Cost $19.30 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $1,066 Shares 10,677 Est. Cost $41.50 Unrealized +101.1%
IJR ISHARES TR CORE S&P SCP ETF 0.1%
Value ($000) $1,060 Shares 13,745 Est. Cost $70.42 Unrealized
ET ENERGY TRANSFER LP 0.1%
Value ($000) $1,051 Shares 68,385 Est. Cost $23.09 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,051 Shares 5,435 Est. Cost $21.14 Unrealized +82.6%
CQP CHENIERE ENERGY PARTNERS L 0.1%
Value ($000) $1,048 Shares 25,000 Est. Cost $30.00 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $1,001 Shares 6,008 Est. Cost $101.53 Unrealized +55.5%
FDL FIRST TR MORNINGSTAR DIV L 0.1%
Value ($000) $994 Shares 32,948 Est. Cost $21.10 Unrealized
RAYTHEON CO 0.1%
Value ($000) $993 Shares 5,452 Est. Cost $170.97 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $981 Shares 6,196 Est. Cost $91.11 Unrealized +68.1%
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 0.1%
Value ($000) $973 Shares 11,358 Est. Cost $57.81 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.1%
Value ($000) $941 Shares 27,874 Est. Cost $31.08 Unrealized -2.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $913 Shares 13,680 Est. Cost $39.56 Unrealized +33.9%
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 0.1%
Value ($000) $891 Shares 11,221 Est. Cost $66.88 Unrealized
WES WESTERN MIDSTREAM PARTNERS 0.1%
Value ($000) $863 Shares 27,534 Est. Cost $31.34 Unrealized
BKNG BOOKING HLDGS INC 0.1%
Value ($000) $862 Shares 494 Est. Cost $1941.69 Unrealized -9.6%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $833 Shares 33,010 Est. Cost $21.57 Unrealized -6.0%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $828 Shares 10,415 Est. Cost $57.35 Unrealized +9.8%
WEINGARTEN RLTY INVS 0.1%
Value ($000) $826 Shares 28,140 Est. Cost $31.16 Unrealized
INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 0.1%
Value ($000) $820 Shares 39,011 Est. Cost $20.76 Unrealized
BP BP PLC 0.1%
Value ($000) $816 Shares 18,660 Est. Cost $37.55 Unrealized
PIO INVESCO EXCHNG TRADED FD GLOBAL WATER 0.1%
Value ($000) $791 Shares 29,402 Est. Cost $24.99 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $787 Shares 18,336 Est. Cost $39.07 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $786 Shares 13,468 Est. Cost $37.12 Unrealized +36.6%
MMM 3M CO 0.1%
Value ($000) $768 Shares 3,695 Est. Cost $82.86 Unrealized +58.2%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $767 Shares 3,071 Est. Cost $126.02 Unrealized +68.8%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $763 Shares 3,152 Est. Cost $118.09 Unrealized +68.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $752 Shares 13,097 Est. Cost $20.77 Unrealized +43.1%
WMT WALMART INC 0.1%
Value ($000) $741 Shares 7,595 Est. Cost $20.93 Unrealized +39.7%
EXP EAGLE MATERIALS INC 0.1%
Value ($000) $719 Shares 8,525 Est. Cost $68.13 Unrealized +2.5%
TORTOISE MIDSTRM ENERGY FD 0.1%
Value ($000) $699 Shares 49,885 Est. Cost $25.36 Unrealized
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $697 Shares 4,557 Est. Cost $135.26 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $692 Shares 3,179 Est. Cost $98.90 Unrealized +59.0%
IWS ISHARES TR RUS MDCP VAL ETF 0.1%
Value ($000) $682 Shares 7,846 Est. Cost $71.78 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 0.1%
Value ($000) $671 Shares 4,028 Est. Cost $121.24 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $669 Shares 9,764 Est. Cost $42.85 Unrealized +30.7%
WALGREENS BOOTS ALLIANCE I 0.1%
Value ($000) $656 Shares 10,367 Est. Cost $76.31 Unrealized
MBB ISHARES TR MBS ETF 0.1%
Value ($000) $647 Shares 6,085 Est. Cost $107.36 Unrealized
INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 0.1%
Value ($000) $643 Shares 30,465 Est. Cost $20.66 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $638 Shares 7,955 Est. Cost $35.55 Unrealized +70.0%
MPLX MPLX LP 0.1%
Value ($000) $633 Shares 19,241 Est. Cost $37.43 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.1%
Value ($000) $620 Shares 4,094 Est. Cost $84.37 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $610 Shares 6,408 Est. Cost $52.30 Unrealized +37.5%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $609 Shares 9,726 Est. Cost $60.26 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $607 Shares 19,762 Est. Cost $22.66 Unrealized +9.4%
WAT WATERS CORP 0.1%
Value ($000) $607 Shares 2,413 Est. Cost $141.59 Unrealized +60.9%
CB CHUBB LIMITED 0.1%
Value ($000) $605 Shares 4,320 Est. Cost $104.09 Unrealized +13.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $598 Shares 8,041 Est. Cost $39.05 Unrealized +51.8%
MOO VANECK VECTORS ETF TR AGRIBUSINESS ETF 0.0%
Value ($000) $589 Shares 9,447 Est. Cost $48.05 Unrealized
INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 0.0%
Value ($000) $584 Shares 28,085 Est. Cost $20.21 Unrealized
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 0.0%
Value ($000) $577 Shares 27,834 Est. Cost $20.08 Unrealized
VIG VANGUARD GROUP DIV APP ETF 0.0%
Value ($000) $575 Shares 5,240 Est. Cost $81.80 Unrealized
VTEB VANGUARD MUN BD FD INC TAX EXEMPT BD 0.0%
Value ($000) $569 Shares 10,918 Est. Cost $51.29 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $544 Shares 3,286 Est. Cost $67.11 Unrealized +100.5%
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value ($000) $538 Shares 3,962 Est. Cost $97.38 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $535 Shares 4,820 Est. Cost $76.68 Unrealized +40.7%
NPKI NEWPARK RES INC 0.0%
Value ($000) $529 Shares 57,764 Est. Cost $11.44 Unrealized -25.0%
CALUMET SPECIALTY PRODS PT 0.0%
Value ($000) $525 Shares 147,364 Est. Cost $12.42 Unrealized
CBTX INC 0.0%
Value ($000) $524 Shares 16,142 Est. Cost $29.72 Unrealized
CSX CSX CORP 0.0%
Value ($000) $523 Shares 6,988 Est. Cost $7.12 Unrealized +196.5%
INVESCO EXCH TRD SLF IDX FD BULSHS 2020 HY 0.0%
Value ($000) $517 Shares 21,467 Est. Cost $24.24 Unrealized
CPT CAMDEN PPTY TR 0.0%
Value ($000) $517 Shares 5,094 Est. Cost $44.30 Unrealized +71.6%
SO SOUTHERN CO 0.0%
Value ($000) $515 Shares 9,967 Est. Cost $30.18 Unrealized +24.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $511 Shares 3,217 Est. Cost $62.34 Unrealized +94.3%
NKE NIKE INC CL B 0.0%
Value ($000) $508 Shares 6,032 Est. Cost $53.58 Unrealized +40.7%
ENB ENBRIDGE INC 0.0%
Value ($000) $496 Shares 13,667 Est. Cost $22.51 Unrealized +1.7%
VMC VULCAN MATLS CO 0.0%
Value ($000) $488 Shares 4,120 Est. Cost $88.79 Unrealized +14.6%
BLACKSTONE GROUP L P 0.0%
Value ($000) $488 Shares 13,947 Est. Cost $31.99 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $486 Shares 3,022 Est. Cost $188.05 Unrealized -11.2%
IVE ISHARES TR S&P 500 VAL ETF 0.0%
Value ($000) $476 Shares 4,226 Est. Cost $77.13 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $467 Shares 3,052 Est. Cost $156.33 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUT 0.0%
Value ($000) $466 Shares 6,435 Est. Cost $64.83 Unrealized -2.5%
INVESCO EXCH TRD SLF IDX FD BULSHS 2019 HY 0.0%
Value ($000) $460 Shares 19,184 Est. Cost $24.16 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $459 Shares 4,413 Est. Cost $71.98 Unrealized +20.9%
VO VANGUARD INDEX FDS MID CAP ETF 0.0%
Value ($000) $458 Shares 2,852 Est. Cost $107.60 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $454 Shares 2,680 Est. Cost $171.01 Unrealized -16.0%
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $452 Shares 3,769 Est. Cost $107.91 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.0%
Value ($000) $441 Shares 5,954 Est. Cost $75.41 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $438 Shares 1,851 Est. Cost $285.64 Unrealized +10.2%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $434 Shares 5,316 Est. Cost $74.19 Unrealized -2.7%
AFL AFLAC INC 0.0%
Value ($000) $432 Shares 8,631 Est. Cost $33.72 Unrealized +21.5%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $431 Shares 8,633 Est. Cost $24.22 Unrealized +60.0%
TRGP TARGA RES CORP 0.0%
Value ($000) $418 Shares 10,056 Est. Cost $20.09 Unrealized +67.7%
IWD ISHARES TR RUS 1000 VAL ETF 0.0%
Value ($000) $418 Shares 3,387 Est. Cost $95.08 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $416 Shares 3,797 Est. Cost $71.06 Unrealized +23.9%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $411 Shares 10,292 Est. Cost $25.26 Unrealized +24.9%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $409 Shares 16,419 Est. Cost $23.95 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $408 Shares 3,141 Est. Cost $75.96 Unrealized +46.1%
GENERAL ELECTRIC CO 0.0%
Value ($000) $401 Shares 40,172 Est. Cost $24.24 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $393 Shares 5,894 Est. Cost $27.39 Unrealized +97.6%
STRL STERLING CONSTRUCTION CO I 0.0%
Value ($000) $391 Shares 31,255 Est. Cost $10.15 Unrealized +30.8%
ENLINK MIDSTREAM LLC 0.0%
Value ($000) $387 Shares 30,304 Est. Cost $12.77 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $380 Shares 16,179 Est. Cost $24.47 Unrealized -13.9%
OEF ISHARES TR S&P 100 ETF 0.0%
Value ($000) $379 Shares 3,023 Est. Cost $82.73 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $376 Shares 5,382 Est. Cost $35.06 Unrealized +18.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $373 Shares 5,742 Est. Cost $63.61 Unrealized -20.1%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $367 Shares 3,358 Est. Cost $79.11 Unrealized +21.1%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $348 Shares 8,072 Est. Cost $44.43 Unrealized -19.6%
SHELL MIDSTREAM PARTNERS L 0.0%
Value ($000) $346 Shares 16,913 Est. Cost $29.98 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $343 Shares 5,726 Est. Cost $33.15 Unrealized +52.2%
TGT TARGET CORP 0.0%
Value ($000) $340 Shares 4,239 Est. Cost $52.54 Unrealized +15.5%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $331 Shares 3,404 Est. Cost $81.09 Unrealized +10.2%
EQM MIDSTREAM PARTNERS LP 0.0%
Value ($000) $324 Shares 7,008 Est. Cost $64.21 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $324 Shares 4,035 Est. Cost $56.69 Unrealized +22.6%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $312 Shares 2,518 Est. Cost $86.63 Unrealized +5.4%
IWO ISHARES TR RUS 2000 GRW ETF 0.0%
Value ($000) $311 Shares 1,581 Est. Cost $155.00 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $307 Shares 1,911 Est. Cost $67.79 Unrealized +87.2%
FAST FASTENAL CO 0.0%
Value ($000) $306 Shares 4,764 Est. Cost $10.04 Unrealized +25.8%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $290 Shares 5,607 Est. Cost $46.78 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $287 Shares 1,637 Est. Cost $150.53 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $284 Shares 3,395 Est. Cost $44.41 Unrealized +40.6%
EXC EXELON CORP 0.0%
Value ($000) $271 Shares 5,412 Est. Cost $25.21 Unrealized +6.1%
O REALTY INCOME CORP 0.0%
Value ($000) $265 Shares 3,609 Est. Cost $38.81 Unrealized +22.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $263 Shares 2,794 Est. Cost $51.65 Unrealized +48.9%
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $259 Shares 4,047 Est. Cost $50.81 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.0%
Value ($000) $258 Shares 2,268 Est. Cost $114.19 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.0%
Value ($000) $252 Shares 2,751 Est. Cost $95.21 Unrealized
SAP SAP SE 0.0%
Value ($000) $251 Shares 2,171 Est. Cost $92.82 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $240 Shares 5,098 Est. Cost $33.78 Unrealized +7.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $239 Shares 1,946 Est. Cost $105.20 Unrealized -8.0%
NVS NOVARTIS A G 0.0%
Value ($000) $237 Shares 2,462 Est. Cost $75.56 Unrealized
DEO DIAGEO P L C 0.0%
Value ($000) $233 Shares 1,425 Est. Cost $141.75 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $233 Shares 2,882 Est. Cost $61.03 Unrealized
CADENCE BANCORPORATION CL A 0.0%
Value ($000) $232 Shares 12,484 Est. Cost $25.16 Unrealized
CNX MIDSTREAM PARTNERS LP 0.0%
Value ($000) $232 Shares 15,234 Est. Cost $18.36 Unrealized
XLF SELECT SECTOR SPDR TR SBI INT-FINL 0.0%
Value ($000) $232 Shares 9,028 Est. Cost $27.63 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $231 Shares 648 Est. Cost $34.14 Unrealized +1.5%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $230 Shares 1,937 Est. Cost $120.50 Unrealized -1.5%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $230 Shares 2,033 Est. Cost $93.26 Unrealized +18.2%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $225 Shares 4,709 Est. Cost $44.11 Unrealized -13.2%
PPG PPG INDS INC 0.0%
Value ($000) $225 Shares 1,990 Est. Cost $87.04 Unrealized +7.9%
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $224 Shares 4,671 Est. Cost $41.07 Unrealized
CELGENE CORP 0.0%
Value ($000) $222 Shares 2,354 Est. Cost $113.58 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $220 Shares 2,819 Est. Cost $65.03 Unrealized +8.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $219 Shares 1,143 Est. Cost $183.92 Unrealized -10.7%
LQD ISHARES TR IBOXX INV CP ETF 0.0%
Value ($000) $219 Shares 1,841 Est. Cost $112.55 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $218 Shares 1,589 Est. Cost $110.26 Unrealized 0.0%
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $215 Shares 20,530 Est. Cost $10.67 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $214 Shares 2,658 Est. Cost $66.48 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES 0.0%
Value ($000) $213 Shares 2,532 Est. Cost $63.47 Unrealized -12.6%
EQUITRANS MIDSTREAM CORPOR 0.0%
Value ($000) $213 Shares 9,801 Est. Cost $21.73 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $212 Shares 788 Est. Cost $243.65 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR SBI INT-INDS 0.0%
Value ($000) $208 Shares 2,775 Est. Cost $74.95 Unrealized
LANDMARK INFRASTRUCTURE LP 0.0%
Value ($000) $204 Shares 12,000 Est. Cost $15.29 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $203 Shares 2,574 Est. Cost $67.22 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $202 Shares 1,616 Est. Cost $111.57 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $200 Shares 1,139 Est. Cost $149.99 Unrealized 0.0%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $122 Shares 14,027 Est. Cost $10.19 Unrealized -16.0%
F FORD MTR CO DEL 0.0%
Value ($000) $117 Shares 13,338 Est. Cost $6.08 Unrealized 0.0%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $91 Shares 16,340 Est. Cost $5.71 Unrealized
GNW GENWORTH FINL INC CL A 0.0%
Value ($000) $38 Shares 10,000 Est. Cost $4.41 Unrealized -0.6%