Hartford Financial Management Inc. Diversified Active

CIK: 0001352526 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 28, 2017

Total Value ($000): $222,559 (100.0% shares, 0.0% debt)

Holdings (366)

GSZIX Goldman Sachs Strategic Income Fund Inst 6.6%
Value ($000) $14,613 Shares 1,511,213 Est. Cost $9.67 Unrealized
PRGTX T Rowe Price Global Technology Fund 4.2%
Value ($000) $9,249 Shares 546,037 Est. Cost $16.94 Unrealized
FBT First Trust AMEX Bio Index ETF 3.0%
Value ($000) $6,639 Shares 58,219 Est. Cost $114.03 Unrealized
FLRN SPDR Bloomberg Barclays Inv Gr Float ETF 3.0%
Value ($000) $6,623 Shares 215,578 Est. Cost $30.73 Unrealized
James Alpha Hedged High Income Fund I 2.6%
Value ($000) $5,841 Shares 616,184 Est. Cost $9.48 Unrealized
ARKQ Ark Industrial Innovation ETF 2.4%
Value ($000) $5,334 Shares 189,715 Est. Cost $19.70 Unrealized
JPM J.P. Morgan Chase & Co 2.1%
Value ($000) $4,720 Shares 51,650 Est. Cost $36.60 Unrealized +87.3%
United Technologies 2.0%
Value ($000) $4,553 Shares 37,290 Est. Cost $93.90 Unrealized
KEY KeyCorp 2.0%
Value ($000) $4,439 Shares 236,920 Est. Cost $6.53 Unrealized +89.9%
Oppenheimer Sr Float Rate-A 1.9%
Value ($000) $4,285 Shares 528,388 Est. Cost $8.11 Unrealized
DIS Walt Disney Co 1.8%
Value ($000) $4,093 Shares 38,527 Est. Cost $56.12 Unrealized +82.6%
PFF iShares S&P US Pfd Stock Index ETF 1.8%
Value ($000) $4,018 Shares 102,600 Est. Cost $37.25 Unrealized
CVS CVS Corporation 1.7%
Value ($000) $3,870 Shares 48,110 Est. Cost $41.93 Unrealized +43.9%
BMY Bristol Myers Squibb Co 1.7%
Value ($000) $3,853 Shares 69,154 Est. Cost $29.20 Unrealized +36.6%
CSX CSX Corp 1.7%
Value ($000) $3,823 Shares 70,082 Est. Cost $6.88 Unrealized +121.5%
Rydex S&P Eq Wgt HealthCare ETF 1.5%
Value ($000) $3,367 Shares 19,350 Est. Cost $174.01 Unrealized
XLF Financial Select Sector SPDR Fund ETF 1.5%
Value ($000) $3,237 Shares 131,250 Est. Cost $24.66 Unrealized
ADP Automatic Data Processing 1.4%
Value ($000) $3,223 Shares 31,458 Est. Cost $69.13 Unrealized +21.8%
KMB Kimberly Clark Corporation 1.3%
Value ($000) $3,004 Shares 23,271 Est. Cost $63.50 Unrealized +51.5%
INTC Intel Corp 1.3%
Value ($000) $2,870 Shares 85,070 Est. Cost $17.62 Unrealized +67.8%
DHR Danaher Corp 1.2%
Value ($000) $2,779 Shares 32,935 Est. Cost $25.25 Unrealized +184.2%
HD Home Depot 1.2%
Value ($000) $2,718 Shares 17,722 Est. Cost $56.13 Unrealized +121.8%
COST Costco Wholesale Corp. 1.2%
Value ($000) $2,662 Shares 16,646 Est. Cost $86.79 Unrealized +74.0%
HON Honeywell Inc 1.2%
Value ($000) $2,591 Shares 19,446 Est. Cost $54.56 Unrealized +81.0%
CVX ChevronTexaco Corp 1.2%
Value ($000) $2,574 Shares 24,673 Est. Cost $71.23 Unrealized +2.8%
Regal Entertainment Group Cl A 1.2%
Value ($000) $2,573 Shares 125,775 Est. Cost $17.90 Unrealized
JNJ Johnson & Johnson 1.1%
Value ($000) $2,529 Shares 19,122 Est. Cost $61.57 Unrealized +63.1%
WFC Wells Fargo & Co 1.1%
Value ($000) $2,478 Shares 44,722 Est. Cost $29.28 Unrealized +44.0%
ABT Abbott Labs 1.1%
Value ($000) $2,366 Shares 48,693 Est. Cost $36.55 Unrealized +6.4%
duPont deNemours 1.1%
Value ($000) $2,353 Shares 29,158 Est. Cost $53.05 Unrealized
XOM Exxon Mobil Corp 1.1%
Value ($000) $2,352 Shares 29,143 Est. Cost $53.96 Unrealized +2.8%
MDLZ Mondelez Intl Inc Cl A 1.0%
Value ($000) $2,236 Shares 51,784 Est. Cost $23.30 Unrealized +57.4%
WY Weyerhaeuser Co 1.0%
Value ($000) $2,127 Shares 63,522 Est. Cost $18.93 Unrealized +27.0%
MPC Marathon Petroleum Corp 0.9%
Value ($000) $2,042 Shares 39,026 Est. Cost $31.31 Unrealized +26.2%
WBS Webster Financial Corp 0.9%
Value ($000) $2,002 Shares 38,340 Est. Cost $28.98 Unrealized +74.3%
KHC Kraft Heinz Co 0.9%
Value ($000) $1,912 Shares 22,331 Est. Cost $47.82 Unrealized +27.0%
T AT&T Inc 0.9%
Value ($000) $1,908 Shares 50,594 Est. Cost $11.73 Unrealized +35.7%
General Electric 0.8%
Value ($000) $1,800 Shares 66,649 Est. Cost $23.49 Unrealized
PEP PepsiCo Inc 0.8%
Value ($000) $1,784 Shares 15,453 Est. Cost $56.72 Unrealized +55.5%
ENB Enbridge Inc 0.8%
Value ($000) $1,752 Shares 44,026 Est. Cost $24.71 Unrealized -3.6%
Liberty Property Trust 0.8%
Value ($000) $1,744 Shares 42,864 Est. Cost $36.91 Unrealized
GLW Corning Inc 0.8%
Value ($000) $1,682 Shares 55,981 Est. Cost $10.68 Unrealized +113.1%
MRK Merck & Co Inc 0.7%
Value ($000) $1,656 Shares 25,852 Est. Cost $31.21 Unrealized +49.1%
AAPL Apple Computer Inc 0.7%
Value ($000) $1,628 Shares 11,308 Est. Cost $26.92 Unrealized +27.5%
Goldman Sachs Series A Preferred 0.7%
Value ($000) $1,593 Shares 66,163 Est. Cost $24.08 Unrealized
GPC Genuine Parts Co 0.7%
Value ($000) $1,583 Shares 17,066 Est. Cost $54.21 Unrealized +31.8%
BA Boeing Company 0.7%
Value ($000) $1,497 Shares 7,573 Est. Cost $128.88 Unrealized +35.7%
Suntrust Banks Series A 0.7%
Value ($000) $1,485 Shares 60,000 Est. Cost $24.75 Unrealized
UNP Union Pacific Corp 0.7%
Value ($000) $1,458 Shares 13,387 Est. Cost $65.75 Unrealized +37.1%
FTV Fortive Corp 0.6%
Value ($000) $1,417 Shares 22,381 Est. Cost $31.39 Unrealized +21.0%
CAT Caterpillar 0.6%
Value ($000) $1,376 Shares 12,810 Est. Cost $61.62 Unrealized +36.4%
WestRock Co 0.6%
Value ($000) $1,368 Shares 24,153 Est. Cost $51.41 Unrealized
MSFT Microsoft Corporation 0.6%
Value ($000) $1,351 Shares 19,610 Est. Cost $39.71 Unrealized +57.0%
Rydex S&P Eq Wgt Technology ETF 0.6%
Value ($000) $1,296 Shares 10,390 Est. Cost $124.74 Unrealized
AHMFX American High-Income Municipal Bond Fund 0.6%
Value ($000) $1,292 Shares 82,482 Est. Cost $15.66 Unrealized
PCH Potlatch Corp 0.6%
Value ($000) $1,274 Shares 27,884 Est. Cost $38.86 Unrealized
PSX Phillips 66 0.6%
Value ($000) $1,252 Shares 15,145 Est. Cost $41.82 Unrealized +34.6%
Twenty-First Century Fox Inc 0.6%
Value ($000) $1,230 Shares 43,409 Est. Cost $33.20 Unrealized
TXN Texas Instruments Inc 0.6%
Value ($000) $1,228 Shares 15,975 Est. Cost $25.31 Unrealized +149.5%
Rydex S&P Equal Wgt ETF 0.6%
Value ($000) $1,225 Shares 13,225 Est. Cost $70.57 Unrealized
CIGNA Corp 0.5%
Value ($000) $1,224 Shares 7,314 Est. Cost $91.65 Unrealized
AMAT Applied Materials Inc 0.5%
Value ($000) $1,223 Shares 29,606 Est. Cost $15.42 Unrealized +150.4%
EPD Enterprise Products Partners LP 0.5%
Value ($000) $1,206 Shares 44,548 Est. Cost $46.29 Unrealized
VNQ Vanguard REIT Index ETF 0.5%
Value ($000) $1,174 Shares 14,114 Est. Cost $83.14 Unrealized
PAA Plains All American Pipeline LP 0.5%
Value ($000) $1,034 Shares 39,382 Est. Cost $45.70 Unrealized
PAYX Paychex Inc 0.5%
Value ($000) $1,027 Shares 18,043 Est. Cost $28.11 Unrealized +61.6%
LOW Lowe's Companies 0.4%
Value ($000) $983 Shares 12,683 Est. Cost $38.99 Unrealized +78.8%
NFG National Fuel Gas Co 0.4%
Value ($000) $955 Shares 17,105 Est. Cost $60.69 Unrealized -7.3%
TGT Target Corp 0.4%
Value ($000) $920 Shares 17,603 Est. Cost $47.48 Unrealized -10.4%
VZ Verizon Communications 0.4%
Value ($000) $911 Shares 20,401 Est. Cost $26.69 Unrealized +10.7%
WM Waste Management Inc 0.4%
Value ($000) $880 Shares 12,000 Est. Cost $31.93 Unrealized +95.8%
BAX Baxter International 0.4%
Value ($000) $879 Shares 14,532 Est. Cost $31.05 Unrealized +58.1%
Powershares Preferred Portfolio 0.4%
Value ($000) $842 Shares 55,784 Est. Cost $14.65 Unrealized
D Dominion Resources 0.4%
Value ($000) $823 Shares 10,748 Est. Cost $39.06 Unrealized +37.6%
Energy Transfer Partners LP 0.4%
Value ($000) $787 Shares 38,600 Est. Cost $20.39 Unrealized
IBM International Business Machines 0.3%
Value ($000) $769 Shares 5,002 Est. Cost $112.81 Unrealized -8.0%
PG Procter & Gamble 0.3%
Value ($000) $761 Shares 8,736 Est. Cost $56.62 Unrealized +23.9%
AMZN Amazon.com Inc 0.3%
Value ($000) $740 Shares 765 Est. Cost $35.38 Unrealized +34.8%
COP ConocoPhillips 0.3%
Value ($000) $649 Shares 14,773 Est. Cost $41.09 Unrealized -13.6%
MCD McDonald's Corporation 0.3%
Value ($000) $646 Shares 4,223 Est. Cost $72.29 Unrealized +63.1%
Dow Chemical 0.3%
Value ($000) $642 Shares 10,182 Est. Cost $37.42 Unrealized
IP International Paper Company 0.3%
Value ($000) $641 Shares 11,325 Est. Cost $25.27 Unrealized +37.5%
UNH UnitedHealth Group Inc 0.3%
Value ($000) $637 Shares 3,440 Est. Cost $51.26 Unrealized +197.9%
ORCL Oracle Systems Corp 0.3%
Value ($000) $630 Shares 12,582 Est. Cost $28.34 Unrealized +41.5%
CMCSA Comcast Corp Cl A 0.3%
Value ($000) $612 Shares 15,731 Est. Cost $27.87 Unrealized +14.5%
V Visa Inc Cl A 0.3%
Value ($000) $605 Shares 6,461 Est. Cost $79.49 Unrealized +10.0%
AXP American Express Company 0.3%
Value ($000) $570 Shares 6,777 Est. Cost $60.90 Unrealized +15.4%
SWK Stanley Black & Decker Inc 0.2%
Value ($000) $553 Shares 3,931 Est. Cost $68.91 Unrealized +57.7%
TOTL SPDR Doubline Total Return Tactical ETF 0.2%
Value ($000) $533 Shares 10,833 Est. Cost $48.81 Unrealized
KO Coca Cola Company 0.2%
Value ($000) $524 Shares 11,700 Est. Cost $28.85 Unrealized +16.7%
Goldman Sachs Series C Preferred 0.2%
Value ($000) $508 Shares 21,470 Est. Cost $23.66 Unrealized
GSZAX Goldman Sachs Strategic Income - A 0.2%
Value ($000) $502 Shares 51,932 Est. Cost $9.67 Unrealized
SO Southern Company 0.2%
Value ($000) $494 Shares 10,326 Est. Cost $29.68 Unrealized +18.2%
BAC Bank of America Corp 0.2%
Value ($000) $488 Shares 20,144 Est. Cost $14.72 Unrealized +29.8%
EQT Equitable Resources Inc 0.2%
Value ($000) $473 Shares 8,077 Est. Cost $37.67 Unrealized -22.5%
WMT Walmart 0.2%
Value ($000) $466 Shares 6,161 Est. Cost $20.88 Unrealized +5.5%
Apache Corp 0.2%
Value ($000) $435 Shares 9,088 Est. Cost $45.40 Unrealized
WMB Williams Companies Inc 0.2%
Value ($000) $400 Shares 13,226 Est. Cost $18.05 Unrealized +3.4%
PM Philip Morris International 0.2%
Value ($000) $379 Shares 3,234 Est. Cost $56.61 Unrealized +31.2%
NKE Nike Inc. Cl B 0.2%
Value ($000) $376 Shares 6,386 Est. Cost $49.25 Unrealized -2.0%
AEP American Elecric Power Co 0.2%
Value ($000) $372 Shares 5,360 Est. Cost $42.47 Unrealized +20.8%
Royal Dutch Shell PLC ADR Cl A 0.2%
Value ($000) $368 Shares 6,935 Est. Cost $53.06 Unrealized
VOD Vodafone Group New ADR 0.2%
Value ($000) $365 Shares 12,705 Est. Cost $35.80 Unrealized
GOOGL Alphabet Inc Cl A 0.2%
Value ($000) $365 Shares 393 Est. Cost $33.63 Unrealized +38.1%
CL Colgate Palmolive Company 0.2%
Value ($000) $355 Shares 4,800 Est. Cost $44.74 Unrealized +35.6%
MA Mastercard Inc Cl A 0.2%
Value ($000) $348 Shares 2,870 Est. Cost $95.89 Unrealized +17.9%
CNP Centerpoint Energy 0.1%
Value ($000) $325 Shares 11,901 Est. Cost $15.61 Unrealized +37.6%
Computer Associates Intl Inc 0.1%
Value ($000) $309 Shares 8,976 Est. Cost $28.69 Unrealized
VGT Vanguard Info Technology ETF 0.1%
Value ($000) $296 Shares 2,102 Est. Cost $106.92 Unrealized
ARC - Business Development Corp (BDCA) Rec 0.1%
Value ($000) $290 Shares 34,096 Est. Cost $8.51 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $286 Shares 8,538 Est. Cost $20.75 Unrealized +4.1%
Marathon Oil Corp 0.1%
Value ($000) $284 Shares 23,982 Est. Cost $26.93 Unrealized
GOOG Alphabet Inc Cl C 0.1%
Value ($000) $279 Shares 308 Est. Cost $34.17 Unrealized +33.0%
PAGP Plains GP Holdings LP Cl A 0.1%
Value ($000) $270 Shares 10,326 Est. Cost $34.67 Unrealized
TJX TJX Companies Inc 0.1%
Value ($000) $269 Shares 3,735 Est. Cost $33.92 Unrealized -1.5%
MO Altria Group Inc 0.1%
Value ($000) $269 Shares 3,622 Est. Cost $28.22 Unrealized +39.2%
Powershares Variable Rate Pref ETF 0.1%
Value ($000) $264 Shares 10,129 Est. Cost $26.06 Unrealized
Peoples United Financial 0.1%
Value ($000) $260 Shares 14,751 Est. Cost $14.95 Unrealized
RYN Rayonier Inc 0.1%
Value ($000) $258 Shares 9,000 Est. Cost $25.25 Unrealized
BB&T Corporation 0.1%
Value ($000) $257 Shares 5,673 Est. Cost $41.72 Unrealized
MMM 3M Company 0.1%
Value ($000) $255 Shares 1,228 Est. Cost $109.41 Unrealized +13.9%
PCAR Paccar Inc 0.1%
Value ($000) $254 Shares 3,850 Est. Cost $21.67 Unrealized +42.6%
ADBE Adobe Systems Inc 0.1%
Value ($000) $250 Shares 1,770 Est. Cost $78.12 Unrealized +75.3%
HSY Hershey Foods Corp 0.1%
Value ($000) $249 Shares 2,324 Est. Cost $65.69 Unrealized +36.7%
BBT Berkshire Hills Bancorp 0.1%
Value ($000) $248 Shares 7,078 Est. Cost $21.26 Unrealized +30.7%
ABHFX American High Income Muni Bond Fund F-1 0.1%
Value ($000) $246 Shares 15,719 Est. Cost $15.65 Unrealized
SLB Schlumberger 0.1%
Value ($000) $245 Shares 3,732 Est. Cost $61.97 Unrealized -9.9%
Rydex S&P Eq Wgt Material ETF 0.1%
Value ($000) $239 Shares 2,450 Est. Cost $65.49 Unrealized
XLV Health Care Select Sector SPDR Fund ETF 0.1%
Value ($000) $236 Shares 2,990 Est. Cost $78.93 Unrealized
NGG National Grid PLC 0.1%
Value ($000) $230 Shares 3,666 Est. Cost $62.74 Unrealized
META Facebook Inc 0.1%
Value ($000) $224 Shares 1,488 Est. Cost $129.69 Unrealized +13.9%
USB US Bancorp 0.1%
Value ($000) $207 Shares 4,000 Est. Cost $22.41 Unrealized +65.0%
NUE Nucor Corporation 0.1%
Value ($000) $207 Shares 3,585 Est. Cost $32.79 Unrealized +47.8%
NSC Norfolk Southern Corp 0.1%
Value ($000) $204 Shares 1,682 Est. Cost $77.00 Unrealized +28.3%
MASAX Mainstay Unconstrained Bond Fund A 0.1%
Value ($000) $202 Shares 22,848 Est. Cost $8.84 Unrealized
TRV Travelers Inc 0.1%
Value ($000) $199 Shares 1,573 Est. Cost $91.13 Unrealized +11.8%
NI Nisource Inc 0.1%
Value ($000) $187 Shares 7,400 Est. Cost $7.81 Unrealized +141.8%
BP BP Amoco PLC ADR 0.1%
Value ($000) $183 Shares 5,300 Est. Cost $31.64 Unrealized
UGI UGI Corporation 0.1%
Value ($000) $181 Shares 3,755 Est. Cost $35.48 Unrealized +40.1%
Medtronic PLC F 0.1%
Value ($000) $170 Shares 1,921 Est. Cost $88.50 Unrealized
NGVT Ingevity Corp 0.1%
Value ($000) $165 Shares 2,890 Est. Cost $30.20 Unrealized +94.8%
JSOSX JP Morgan Strategic Inc Opp- SEL 0.1%
Value ($000) $152 Shares 13,118 Est. Cost $11.59 Unrealized
Ingersoll Rand 0.1%
Value ($000) $151 Shares 1,662 Est. Cost $90.85 Unrealized
Tortoise Energy Infrastructure Corp 0.1%
Value ($000) $151 Shares 4,992 Est. Cost $30.60 Unrealized
NOW Service Now Inc 0.1%
Value ($000) $151 Shares 1,430 Est. Cost $17.44 Unrealized +12.4%
James Alpha Hedged High Income Fund A 0.1%
Value ($000) $150 Shares 15,913 Est. Cost $9.43 Unrealized
DE Deere & Co 0.1%
Value ($000) $149 Shares 1,210 Est. Cost $74.69 Unrealized +37.6%
HIG Hartford Financial Services Group 0.1%
Value ($000) $147 Shares 2,803 Est. Cost $38.89 Unrealized +5.5%
DUK Duke Energy Corp 0.1%
Value ($000) $138 Shares 1,657 Est. Cost $49.01 Unrealized +20.6%
YUM Yum! Brands Inc 0.1%
Value ($000) $135 Shares 1,840 Est. Cost $49.47 Unrealized +20.5%
Unilever PLC Spons ADR 0.1%
Value ($000) $134 Shares 2,476 Est. Cost $46.06 Unrealized
OMC Omnicom Group 0.1%
Value ($000) $132 Shares 1,600 Est. Cost $52.75 Unrealized +16.4%
FHTIX Federated High Yield Trust IS 0.1%
Value ($000) $121 Shares 17,651 Est. Cost $6.86 Unrealized
WELL Welltower Inc 0.1%
Value ($000) $119 Shares 1,600 Est. Cost $54.00 Unrealized -0.8%
Scana Corp 0.1%
Value ($000) $117 Shares 1,750 Est. Cost $50.27 Unrealized
GS Goldman Sachs Group Inc 0.1%
Value ($000) $114 Shares 516 Est. Cost $143.83 Unrealized +28.4%
Abeona Therapeutics Inc 0.1%
Value ($000) $114 Shares 17,900 Est. Cost $4.58 Unrealized
Priceline.com Inc 0.1%
Value ($000) $112 Shares 60 Est. Cost $1766.67 Unrealized
C Citigroup Inc 0.0%
Value ($000) $108 Shares 1,616 Est. Cost $40.52 Unrealized +14.7%
Express Scripts Inc 0.0%
Value ($000) $107 Shares 1,680 Est. Cost $82.39 Unrealized
PEG Public Service Enterprise Group 0.0%
Value ($000) $107 Shares 2,500 Est. Cost $28.59 Unrealized +15.1%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $107 Shares 2,000 Est. Cost $39.18 Unrealized +25.1%
Unilever NV ADR 0.0%
Value ($000) $105 Shares 1,900 Est. Cost $41.77 Unrealized
Shire Pharmaceuticals GR ADR 0.0%
Value ($000) $102 Shares 621 Est. Cost $182.70 Unrealized
Aetna Inc 0.0%
Value ($000) $97 Shares 640 Est. Cost $122.51 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $95 Shares 636 Est. Cost $10.05 Unrealized +53.1%
NVS Novartis AG ADR 0.0%
Value ($000) $95 Shares 1,150 Est. Cost $75.36 Unrealized
LLY Eli Lilly and Co 0.0%
Value ($000) $93 Shares 1,134 Est. Cost $69.27 Unrealized +2.9%
SCHW Charles Schwab Corp 0.0%
Value ($000) $89 Shares 2,077 Est. Cost $27.75 Unrealized +28.9%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $86 Shares 670 Est. Cost $88.04 Unrealized +36.7%
QCOM Qualcomm Inc 0.0%
Value ($000) $85 Shares 1,550 Est. Cost $45.07 Unrealized -1.8%
COF Capital One Financial Corp 0.0%
Value ($000) $84 Shares 1,025 Est. Cost $69.01 Unrealized +1.4%
CSCO Cisco Systems Inc 0.0%
Value ($000) $82 Shares 2,649 Est. Cost $18.75 Unrealized +33.7%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $76 Shares 1,940 Est. Cost $26.70 Unrealized +35.2%
Rydex S&P Eq Wgt Con Discret ETF 0.0%
Value ($000) $75 Shares 815 Est. Cost $92.02 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $74 Shares 780 Est. Cost $75.49 Unrealized +12.6%
REGN Regeneron Pharmeceuticals Inc 0.0%
Value ($000) $73 Shares 150 Est. Cost $368.62 Unrealized +18.1%
EA Electronic Arts Inc 0.0%
Value ($000) $70 Shares 670 Est. Cost $82.78 Unrealized +21.0%
Liberty Global Inc 0.0%
Value ($000) $67 Shares 2,090 Est. Cost $32.06 Unrealized
Celgene Corp 0.0%
Value ($000) $64 Shares 500 Est. Cost $114.00 Unrealized
Blackrock Inc 0.0%
Value ($000) $63 Shares 150 Est. Cost $380.00 Unrealized
RF Regions Financial Corp 0.0%
Value ($000) $61 Shares 4,200 Est. Cost $6.93 Unrealized +46.6%
FSP Franklin Street Properties 0.0%
Value ($000) $59 Shares 5,400 Est. Cost $12.59 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $58 Shares 340 Est. Cost $188.10 Unrealized -8.0%
Barnes Group Inc 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $35.29 Unrealized
BMRN Biomarin Pharmaceutical Inc 0.0%
Value ($000) $55 Shares 610 Est. Cost $88.96 Unrealized +2.3%
Baker Hughes 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $54.00 Unrealized
MDU MDU Resources Group Inc 0.0%
Value ($000) $53 Shares 2,025 Est. Cost $7.92 Unrealized 0.0%
CRM Salesforce.com 0.0%
Value ($000) $52 Shares 610 Est. Cost $78.93 Unrealized +9.0%
CAG Conagra Inc 0.0%
Value ($000) $50 Shares 1,400 Est. Cost $20.83 Unrealized +35.0%
BDX Becton Dickinson & Co 0.0%
Value ($000) $49 Shares 252 Est. Cost $123.45 Unrealized +30.1%
Alexion Pharmaceuticals Inc 0.0%
Value ($000) $47 Shares 390 Est. Cost $120.51 Unrealized
WPX Energy Inc 0.0%
Value ($000) $47 Shares 4,900 Est. Cost $12.19 Unrealized
FCX Freeport-McMoran Copper & Gold Inc Cl B 0.0%
Value ($000) $43 Shares 3,600 Est. Cost $16.40 Unrealized -32.9%
O Realty Income Corporation 0.0%
Value ($000) $41 Shares 750 Est. Cost $42.37 Unrealized -13.6%
Glaxo Hldg PLC ADR 0.0%
Value ($000) $40 Shares 950 Est. Cost $41.39 Unrealized
CNI Canadian National Railway 0.0%
Value ($000) $40 Shares 503 Est. Cost $51.57 Unrealized +26.2%
Accenture Ltd Cl A 0.0%
Value ($000) $39 Shares 322 Est. Cost $121.12 Unrealized
Cliffs Natural Resources 0.0%
Value ($000) $38 Shares 5,600 Est. Cost $4.29 Unrealized
Cerner Corp 0.0%
Value ($000) $37 Shares 560 Est. Cost $57.14 Unrealized
XLK Technology Select Sector SPDR Fund ETF 0.0%
Value ($000) $36 Shares 675 Est. Cost $53.33 Unrealized
ASH Ashland Inc 0.0%
Value ($000) $34 Shares 520 Est. Cost $50.19 Unrealized +10.1%
GMLPX Goldman Sachs MLP Energy Infrastructure 0.0%
Value ($000) $34 Shares 4,471 Est. Cost $8.11 Unrealized
F Ford Motor Co 0.0%
Value ($000) $34 Shares 3,104 Est. Cost $8.07 Unrealized -12.1%
Anadarko Petroleum Corp 0.0%
Value ($000) $34 Shares 750 Est. Cost $48.57 Unrealized
VVV Valvoline Inc 0.0%
Value ($000) $33 Shares 1,427 Est. Cost $23.16 Unrealized 0.0%
ICE IntercontinentalExchange Group Inc 0.0%
Value ($000) $32 Shares 500 Est. Cost $47.52 Unrealized +15.6%
BIIB Biogen Inc 0.0%
Value ($000) $31 Shares 115 Est. Cost $282.75 Unrealized -6.5%
DDD 3D Systems Corp 0.0%
Value ($000) $31 Shares 1,700 Est. Cost $19.00 Unrealized -0.3%
FSPHX Fidelity Select Health Care Portfolio 0.0%
Value ($000) $28 Shares 125 Est. Cost $224.00 Unrealized
EBAY Ebay Inc 0.0%
Value ($000) $28 Shares 820 Est. Cost $24.06 Unrealized +26.6%
ZBRA Zebra Technologies Corp Cl A 0.0%
Value ($000) $28 Shares 280 Est. Cost $58.13 Unrealized +70.4%
Suntrust Banks Inc 0.0%
Value ($000) $28 Shares 500 Est. Cost $42.00 Unrealized
Tiffany & Co 0.0%
Value ($000) $28 Shares 300 Est. Cost $84.93 Unrealized
MERC Mercer International Inc 0.0%
Value ($000) $28 Shares 2,510 Est. Cost $6.57 Unrealized +30.4%
Raytheon Company 0.0%
Value ($000) $27 Shares 170 Est. Cost $102.78 Unrealized
Praxair Inc 0.0%
Value ($000) $27 Shares 205 Est. Cost $117.07 Unrealized
Altaba Inc 0.0%
Value ($000) $27 Shares 500 Est. Cost $54.00 Unrealized
Northwest Natural Gas 0.0%
Value ($000) $26 Shares 450 Est. Cost $57.78 Unrealized
TEX Terex Corp 0.0%
Value ($000) $26 Shares 700 Est. Cost $22.04 Unrealized +53.5%
MYnd Analytics Inc 0.0%
Value ($000) $26 Shares 4,400 Est. Cost $5.91 Unrealized
PNC PNC Financial Services Group 0.0%
Value ($000) $24 Shares 200 Est. Cost $67.69 Unrealized +33.5%
LNT Alliant Energy Corp 0.0%
Value ($000) $24 Shares 598 Est. Cost $24.65 Unrealized +25.5%
ARKG Ark Genomic Revolution Multi Sector ETF 0.0%
Value ($000) $24 Shares 1,099 Est. Cost $21.84 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $23 Shares 84 Est. Cost $144.57 Unrealized +51.0%
CTRA Cabot Oil & Gas Corp 0.0%
Value ($000) $22 Shares 880 Est. Cost $19.84 Unrealized -13.0%
ARKK Ark Innovation ETF 0.0%
Value ($000) $22 Shares 760 Est. Cost $20.19 Unrealized
Time Warner Inc 0.0%
Value ($000) $22 Shares 224 Est. Cost $72.27 Unrealized
Transocean LTD 0.0%
Value ($000) $20 Shares 2,500 Est. Cost $8.00 Unrealized
VGHAX Vanguard Health Care Fund Admiral Shares 0.0%
Value ($000) $20 Shares 231 Est. Cost $86.58 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $20 Shares 466 Est. Cost $29.75 Unrealized +29.9%
HAS Hasbro Inc 0.0%
Value ($000) $19 Shares 174 Est. Cost $52.60 Unrealized +45.4%
Validus Holdings LTD 0.0%
Value ($000) $19 Shares 370 Est. Cost $51.35 Unrealized
NEM Newmont Mining Corp 0.0%
Value ($000) $19 Shares 600 Est. Cost $26.58 Unrealized 0.0%
TEVA Teva Pharmaceutical Spon ADR 0.0%
Value ($000) $19 Shares 600 Est. Cost $48.82 Unrealized
TXT Textron Inc 0.0%
Value ($000) $18 Shares 400 Est. Cost $44.73 Unrealized +4.0%
TD Toronto Dominion Bank 0.0%
Value ($000) $18 Shares 360 Est. Cost $46.21 Unrealized +4.4%
Dr Pepper Snapple Group Inc 0.0%
Value ($000) $18 Shares 200 Est. Cost $85.00 Unrealized
ES Eversource Energy 0.0%
Value ($000) $18 Shares 300 Est. Cost $33.64 Unrealized +33.9%
BTE Baytex Energy Corp 0.0%
Value ($000) $17 Shares 7,000 Est. Cost $3.72 Unrealized -23.6%
EMR Emerson Electric Company 0.0%
Value ($000) $17 Shares 300 Est. Cost $41.54 Unrealized +15.6%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $16 Shares 290 Est. Cost $38.11 Unrealized +30.3%
AMGN Amgen Inc 0.0%
Value ($000) $16 Shares 96 Est. Cost $127.19 Unrealized -1.4%
ARKW Ark Web x.0 ETF 0.0%
Value ($000) $16 Shares 476 Est. Cost $33.61 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $16 Shares 184 Est. Cost $49.75 Unrealized +40.2%
Sierra Wireless Inc 0.0%
Value ($000) $16 Shares 590 Est. Cost $21.98 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $16 Shares 47 Est. Cost $16.92 Unrealized +30.1%
GIS General Mills 0.0%
Value ($000) $15 Shares 287 Est. Cost $43.25 Unrealized -2.9%
MCK McKesson HBOC Corp 0.0%
Value ($000) $15 Shares 96 Est. Cost $209.51 Unrealized -32.4%
CCL Carnival Corp 0.0%
Value ($000) $15 Shares 237 Est. Cost $40.59 Unrealized +39.0%
ELV Anthem Inc 0.0%
Value ($000) $15 Shares 80 Est. Cost $119.60 Unrealized +34.1%
Allergan PLC 0.0%
Value ($000) $14 Shares 60 Est. Cost $233.33 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $14 Shares 185 Est. Cost $61.32 Unrealized -4.7%
DG Dollar General 0.0%
Value ($000) $14 Shares 200 Est. Cost $59.54 Unrealized +8.2%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $14 Shares 355 Est. Cost $39.44 Unrealized
UYG Proshares Ultra Financials ETF 0.0%
Value ($000) $14 Shares 140 Est. Cost $71.43 Unrealized
Stratasys LTD F Type 0.0%
Value ($000) $13 Shares 590 Est. Cost $22.03 Unrealized
AVB Avalonbay Communities Inc 0.0%
Value ($000) $13 Shares 68 Est. Cost $127.20 Unrealized +11.7%
CGNX Cognex Corp 0.0%
Value ($000) $13 Shares 162 Est. Cost $22.59 Unrealized +83.1%
Great Plains Energy Inc 0.0%
Value ($000) $13 Shares 475 Est. Cost $27.26 Unrealized
CLX Clorox Company 0.0%
Value ($000) $13 Shares 99 Est. Cost $96.11 Unrealized +9.6%
Maxim Integrated Products 0.0%
Value ($000) $13 Shares 305 Est. Cost $42.62 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $13 Shares 300 Est. Cost $24.05 Unrealized +46.8%
Invesco LTD 0.0%
Value ($000) $12 Shares 365 Est. Cost $32.88 Unrealized
ADM Archer Daniels Midland Company 0.0%
Value ($000) $12 Shares 300 Est. Cost $29.61 Unrealized +12.3%
WR Grace & Co 0.0%
Value ($000) $12 Shares 175 Est. Cost $97.14 Unrealized
GWRE Guidewire Software Inc 0.0%
Value ($000) $12 Shares 175 Est. Cost $51.50 Unrealized +23.6%
Harris Corp 0.0%
Value ($000) $12 Shares 114 Est. Cost $78.95 Unrealized
IYW iShares DJ US Technology Sec ETF 0.0%
Value ($000) $12 Shares 90 Est. Cost $133.33 Unrealized
OLN Olin Corporation 0.0%
Value ($000) $12 Shares 400 Est. Cost $11.65 Unrealized +106.8%
RIO Rio Tinto PLC Spon ADR 0.0%
Value ($000) $12 Shares 300 Est. Cost $40.00 Unrealized
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $12 Shares 302 Est. Cost $46.23 Unrealized
TMO Thermo Fisher Scientific 0.0%
Value ($000) $11 Shares 64 Est. Cost $126.27 Unrealized +29.9%
PPL PPL Corp 0.0%
Value ($000) $11 Shares 287 Est. Cost $23.26 Unrealized +12.9%
TE Connectivity LTD 0.0%
Value ($000) $11 Shares 143 Est. Cost $76.92 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $11 Shares 58 Est. Cost $149.07 Unrealized +22.7%
Royal Caribbean Cruises LTD 0.0%
Value ($000) $11 Shares 105 Est. Cost $104.76 Unrealized
OKE Oneok Inc. 0.0%
Value ($000) $11 Shares 213 Est. Cost $30.08 Unrealized +0.8%
DEO Diageo PLC Spons ADR 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
ABBV AbbVie Inc 0.0%
Value ($000) $11 Shares 160 Est. Cost $42.06 Unrealized +11.6%
EPR EPR Properties 0.0%
Value ($000) $11 Shares 159 Est. Cost $75.47 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $10 Shares 70 Est. Cost $73.98 Unrealized +53.2%
IRBTQ Irobot Corporation 0.0%
Value ($000) $10 Shares 125 Est. Cost $32.80 Unrealized +162.9%
AEE Ameren Corporation 0.0%
Value ($000) $10 Shares 193 Est. Cost $38.04 Unrealized +13.8%
SAP SAP AG Spons ADR 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
VGHCX Vanguard Special Health Care Fund 0.0%
Value ($000) $10 Shares 52 Est. Cost $192.31 Unrealized
VLO Valero Energy Corporation 0.0%
Value ($000) $10 Shares 162 Est. Cost $38.94 Unrealized +18.2%
SBUX Starbucks Corp 0.0%
Value ($000) $9 Shares 155 Est. Cost $45.73 Unrealized +9.8%
Umpqua Holdings Corp 0.0%
Value ($000) $9 Shares 500 Est. Cost $16.00 Unrealized
UAA Under Armour Inc Cl A 0.0%
Value ($000) $9 Shares 415 Est. Cost $41.29 Unrealized -50.7%
Seagate Technology 0.0%
Value ($000) $9 Shares 255 Est. Cost $35.29 Unrealized
BOH Bank of Hawaii Corp 0.0%
Value ($000) $9 Shares 110 Est. Cost $46.81 Unrealized +24.1%
EW Edwards Lifesciences CP 0.0%
Value ($000) $9 Shares 80 Est. Cost $25.97 Unrealized +40.6%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $9 Shares 65 Est. Cost $97.96 Unrealized +17.3%
GILD Gilead Sciences 0.0%
Value ($000) $9 Shares 140 Est. Cost $75.98 Unrealized -36.4%
Actinium Pharmaceuticals Inc 0.0%
Value ($000) $8 Shares 7,000 Est. Cost $1.35 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $8 Shares 21 Est. Cost $7.89 Unrealized +17.6%
IYH iShares DJ US HealthCare Sec ETF 0.0%
Value ($000) $8 Shares 51 Est. Cost $156.86 Unrealized
FMS Fresenius Medical Care ADR 0.0%
Value ($000) $8 Shares 170 Est. Cost $41.18 Unrealized
UA Under Armour Inc Cl C 0.0%
Value ($000) $8 Shares 417 Est. Cost $37.40 Unrealized -49.6%
UPS United Parcel Service 0.0%
Value ($000) $8 Shares 74 Est. Cost $72.60 Unrealized +6.5%
ROBO Robo Global Robotics & Automation ETF 0.0%
Value ($000) $7 Shares 230 Est. Cost $30.43 Unrealized
TM Toyota Motor Corp ADR 0.0%
Value ($000) $7 Shares 71 Est. Cost $126.76 Unrealized
XME SPDR Metals & Mining ETF 0.0%
Value ($000) $7 Shares 261 Est. Cost $30.65 Unrealized
SKYY First Trust ISE Cloud Computing ETF 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.00 Unrealized
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $7 Shares 117 Est. Cost $33.63 Unrealized +41.6%
Dell Technologies In Cl V 0.0%
Value ($000) $7 Shares 124 Est. Cost $47.74 Unrealized
IYJ iShares US Industrial Sect Index Fund ETF 0.0%
Value ($000) $7 Shares 58 Est. Cost $120.69 Unrealized
AFL AFLAC Inc 0.0%
Value ($000) $6 Shares 88 Est. Cost $24.53 Unrealized +25.2%
ING ING Groep NV Spon ADR 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.00 Unrealized
Potash Corp of Saskatchewan 0.0%
Value ($000) $6 Shares 400 Est. Cost $17.50 Unrealized
TRMB Trimble Inc 0.0%
Value ($000) $6 Shares 175 Est. Cost $20.18 Unrealized +72.0%
TGNA Tegna Inc 0.0%
Value ($000) $6 Shares 466 Est. Cost $14.62 Unrealized +5.1%
Retail Properties America Inc Cl A 0.0%
Value ($000) $5 Shares 476 Est. Cost $14.71 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $5 Shares 100 Est. Cost $56.85 Unrealized -14.7%
Sonoma Pharmaceuticals Inc 0.0%
Value ($000) $5 Shares 900 Est. Cost $5.56 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $35.10 Unrealized +52.1%
GCP Applied Technologies 0.0%
Value ($000) $5 Shares 175 Est. Cost $17.14 Unrealized
CPB Campbell Soup Company 0.0%
Value ($000) $5 Shares 111 Est. Cost $43.03 Unrealized -0.9%
Coach Inc 0.0%
Value ($000) $4 Shares 102 Est. Cost $29.41 Unrealized
IAC/InterActiveCorp 0.0%
Value ($000) $4 Shares 40 Est. Cost $50.00 Unrealized
Lilis Energy, Inc 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.00 Unrealized
CARS Cars.com Inc 0.0%
Value ($000) $4 Shares 154 Est. Cost $26.86 Unrealized 0.0%
Staples Inc 0.0%
Value ($000) $4 Shares 484 Est. Cost $8.26 Unrealized
Verint Systems Inc 0.0%
Value ($000) $4 Shares 115 Est. Cost $34.78 Unrealized
UEC Uranium Energy Corp 0.0%
Value ($000) $4 Shares 3,000 Est. Cost $1.08 Unrealized +29.0%
PH Parker Hannifin Corp 0.0%
Value ($000) $3 Shares 20 Est. Cost $101.50 Unrealized +37.0%
Onconova Therapeutics Inc 0.0%
Value ($000) $3 Shares 1,600 Est. Cost $1.84 Unrealized
Tupperware Brands Corp 0.0%
Value ($000) $3 Shares 52 Est. Cost $57.69 Unrealized
United Financial Bancorp Inc 0.0%
Value ($000) $3 Shares 189 Est. Cost $10.58 Unrealized
Bioverativ Inc 0.0%
Value ($000) $3 Shares 57 Est. Cost $52.63 Unrealized
BRX Brixmor Property Group Inc 0.0%
Value ($000) $3 Shares 188 Est. Cost $26.60 Unrealized
CR Bard Inc 0.0%
Value ($000) $3 Shares 10 Est. Cost $200.00 Unrealized
Eaton Corporation 0.0%
Value ($000) $3 Shares 49 Est. Cost $61.22 Unrealized
AIG American International Group 0.0%
Value ($000) $3 Shares 50 Est. Cost $47.33 Unrealized +5.2%
IBB iShares NASDAQ Biotech Index ETF 0.0%
Value ($000) $3 Shares 10 Est. Cost $300.00 Unrealized
180 Degree Capital Corp 0.0%
Value ($000) $3 Shares 2,200 Est. Cost $1.36 Unrealized
Auryn Resources Inc 0.0%
Value ($000) $2 Shares 1,100 Est. Cost $1.82 Unrealized
Check Point Software Technologies LTD 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
Inovio Pharmaceuticals 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.67 Unrealized
HP Helmerich & Payne 0.0%
Value ($000) $2 Shares 50 Est. Cost $73.90 Unrealized -20.7%
CenturyLink Inc 0.0%
Value ($000) $2 Shares 87 Est. Cost $22.99 Unrealized
Gannett Co Inc 0.0%
Value ($000) $2 Shares 232 Est. Cost $8.66 Unrealized
ExOne Co 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.00 Unrealized
AMTX Aemetis Inc 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $1.39 Unrealized -4.1%
AZN Astrazeneca PLC Spons ADR 0.0%
Value ($000) $2 Shares 70 Est. Cost $28.57 Unrealized
MAT Mattel Inc 0.0%
Value ($000) $2 Shares 116 Est. Cost $26.78 Unrealized -15.6%
ED Consolidated Edison 0.0%
Value ($000) $2 Shares 25 Est. Cost $53.16 Unrealized +11.6%
ULTA Ulta Salon Cosmetics & Fragrance Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $273.75 Unrealized +6.6%
MET Metlife Inc 0.0%
Value ($000) $2 Shares 42 Est. Cost $32.90 Unrealized +5.3%
OGS One Gas Inc 0.0%
Value ($000) $2 Shares 37 Est. Cost $42.67 Unrealized +63.4%
Vistagen Therapeutics Inc 0.0%
Value ($000) $2 Shares 1,300 Est. Cost $3.67 Unrealized
STT State Street Corp 0.0%
Value ($000) $2 Shares 25 Est. Cost $45.13 Unrealized +42.3%
NRG NRG Energy Inc 0.0%
Value ($000) $2 Shares 145 Est. Cost $9.31 Unrealized +48.7%
PRU Prudential Financial 0.0%
Value ($000) $2 Shares 25 Est. Cost $44.81 Unrealized +58.6%
National Oilwell Varco Inc 0.0%
Value ($000) $2 Shares 67 Est. Cost $29.85 Unrealized
RMBS Rambus Inc 0.0%
Value ($000) $1 Shares 150 Est. Cost $14.29 Unrealized -14.1%
DGX Quest Diagnostics 0.0%
Value ($000) $1 Shares 10 Est. Cost $89.16 Unrealized 0.0%
NWSA News Corp New Cl A 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.29 Unrealized +5.1%
VRTS Virtus Investment Partners 0.0%
Value ($000) $1 Shares 14 Est. Cost $86.40 Unrealized -4.8%
RH RH 0.0%
Value ($000) $1 Shares 20 Est. Cost $52.89 Unrealized 0.0%
Versum Materials Inc 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
KEYS Keysight Technologies Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $34.18 Unrealized +10.5%
DVN Devon Energy Corporation 0.0%
Value ($000) $1 Shares 55 Est. Cost $19.80 Unrealized +30.6%
Alio Gold Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
Celldex Therapeutics Inc 0.0%
Value ($000) $0 Shares 273 Est. Cost Unrealized