BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001352860 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 23, 2019

Total Value ($000): $216,724 (100.0% shares, 0.0% debt)

Holdings (202)

SPY SPDR S&P 500 ETF 20.8%
Value ($000) $44,981 Shares 153,519 Est. Cost $197.68 Unrealized
General American Investors 11.2%
Value ($000) $24,320 Shares 685,257 Est. Cost $32.41 Unrealized
SCHX Schwab U.S. Large-Cap 9.0%
Value ($000) $19,510 Shares 277,957 Est. Cost $55.60 Unrealized
Adams Express Co 7.8%
Value ($000) $16,996 Shares 1,098,653 Est. Cost $12.97 Unrealized
Tri Continental Corp 6.7%
Value ($000) $14,474 Shares 536,688 Est. Cost $19.54 Unrealized
SCHB Schwab U.S. Broad Market 5.0%
Value ($000) $10,925 Shares 154,897 Est. Cost $57.04 Unrealized
Liberty All Star Eq Fd 3.5%
Value ($000) $7,620 Shares 1,186,983 Est. Cost $5.36 Unrealized
Invesco S&P 500 Equal Weight ETF 2.9%
Value ($000) $6,198 Shares 57,492 Est. Cost $91.42 Unrealized
Royce Value Trust 2.5%
Value ($000) $5,432 Shares 390,218 Est. Cost $14.26 Unrealized
SPDR Dow Jones Industrial Average ETF 2.4%
Value ($000) $5,229 Shares 19,670 Est. Cost $160.73 Unrealized
Dividend & Income Fund 2.4%
Value ($000) $5,122 Shares 444,216 Est. Cost $11.61 Unrealized
IWM iShares Russell 2000 Index 2.2%
Value ($000) $4,668 Shares 30,021 Est. Cost $132.01 Unrealized
SCHA Schwab U.S. Small-Cap 1.8%
Value ($000) $3,875 Shares 54,215 Est. Cost $67.21 Unrealized
Special Opptys Fund 1.7%
Value ($000) $3,655 Shares 265,817 Est. Cost $15.90 Unrealized
SCHV Schwab U.S. Large-Cap Value 1.4%
Value ($000) $2,954 Shares 52,621 Est. Cost $46.95 Unrealized
IVV iShares S&P 500 Index Fund 1.3%
Value ($000) $2,870 Shares 9,738 Est. Cost $232.95 Unrealized
SCHM Schwab U.S. Mid-Cap 1.3%
Value ($000) $2,814 Shares 49,286 Est. Cost $45.14 Unrealized
VTI Vanguard Total Stock Mkt 1.0%
Value ($000) $2,143 Shares 14,275 Est. Cost $109.49 Unrealized
Special Opp 3.5 Pfd Conv 1.0%
Value ($000) $2,069 Shares 82,328 Est. Cost $25.82 Unrealized
Aberdeen Total Dynamic Dividend 0.9%
Value ($000) $1,975 Shares 236,809 Est. Cost $7.79 Unrealized
AllianzGI NFJ Divid Int 0.7%
Value ($000) $1,603 Shares 129,308 Est. Cost $12.13 Unrealized
SCHG Schwab U.S. Large-Cap Growth 0.7%
Value ($000) $1,419 Shares 17,054 Est. Cost $52.59 Unrealized
Invesco QQQ Trust 0.6%
Value ($000) $1,379 Shares 7,387 Est. Cost $86.84 Unrealized
Vanguard S&P 500 ETF 0.6%
Value ($000) $1,252 Shares 4,652 Est. Cost $197.23 Unrealized
Aberdeen Standard Phys SwissGold Shr ETF 0.6%
Value ($000) $1,222 Shares 8,988 Est. Cost $124.16 Unrealized
Gabelli Global Small and Mid Cap Value Trust 0.5%
Value ($000) $1,118 Shares 96,303 Est. Cost $11.53 Unrealized
SCHD Sch US Div Equity Etf 0.5%
Value ($000) $1,047 Shares 19,729 Est. Cost $40.79 Unrealized
SCHE Schwab Emerging Markets Equity 0.4%
Value ($000) $924 Shares 35,209 Est. Cost $24.42 Unrealized
Central Securities Corp 0.4%
Value ($000) $910 Shares 29,818 Est. Cost $26.17 Unrealized
Liberty All-Star Gr Fund 0.4%
Value ($000) $771 Shares 132,412 Est. Cost $4.47 Unrealized
Gabelli Healthcare TRUST 0.3%
Value ($000) $745 Shares 70,718 Est. Cost $10.40 Unrealized
IWF iShares Russell 1000 Growth 0.3%
Value ($000) $728 Shares 4,624 Est. Cost $82.63 Unrealized
Boulder Growth & Income 0.3%
Value ($000) $642 Shares 57,139 Est. Cost $9.99 Unrealized
MS India Investment Fund 0.3%
Value ($000) $635 Shares 30,266 Est. Cost $26.03 Unrealized
KRE SPDR S&P Regional Bking 0.3%
Value ($000) $629 Shares 11,765 Est. Cost $39.17 Unrealized
Royce Micro-Cap TRUST 0.3%
Value ($000) $576 Shares 70,125 Est. Cost $8.41 Unrealized
SCHF Schwab International Equity 0.3%
Value ($000) $557 Shares 17,349 Est. Cost $32.05 Unrealized
American Intl Group Inc 0.2%
Value ($000) $539 Shares 10,110 Est. Cost $64.84 Unrealized
Royce Global Value Tr 0.2%
Value ($000) $490 Shares 46,396 Est. Cost $8.91 Unrealized
OEF iShares S&P 100 Index Fund 0.2%
Value ($000) $474 Shares 3,655 Est. Cost $72.02 Unrealized
IVW iShares S&P 500 Growth 0.2%
Value ($000) $459 Shares 5,383 Est. Cost $97.53 Unrealized
SPDR Gold Shares 0.2%
Value ($000) $451 Shares 3,384 Est. Cost $121.80 Unrealized
SPEU SPDR STOXX Europe 50 0.2%
Value ($000) $413 Shares 12,083 Est. Cost $35.95 Unrealized
Templeton Emrgng Mkt Fd 0.2%
Value ($000) $407 Shares 26,965 Est. Cost $13.23 Unrealized
IWD iShares Russell 1000 Value 0.2%
Value ($000) $382 Shares 3,000 Est. Cost $111.66 Unrealized
XJEQX Aberdeen Japan Equity Fund Common 0.2%
Value ($000) $372 Shares 53,211 Est. Cost $8.26 Unrealized
Herzfeld Caribbn Basn Fd 0.2%
Value ($000) $358 Shares 56,319 Est. Cost $7.18 Unrealized
SCHC Schwab International Small-Cap Equity 0.2%
Value ($000) $345 Shares 10,584 Est. Cost $32.54 Unrealized
European Equity Fund 0.1%
Value ($000) $307 Shares 34,772 Est. Cost $8.59 Unrealized
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.1%
Value ($000) $295 Shares 6,755 Est. Cost $39.39 Unrealized
EEM iShares MSCI Emrg Mkt ETF 0.1%
Value ($000) $276 Shares 6,422 Est. Cost $40.53 Unrealized
BlackRock Enhanced Dividend Achievers 0.1%
Value ($000) $255 Shares 28,706 Est. Cost $7.68 Unrealized
HON Honeywell International 0.1%
Value ($000) $247 Shares 1,416 Est. Cost $84.52 Unrealized +64.0%
DON WisdomTree MidCap Dividend 0.1%
Value ($000) $239 Shares 6,600 Est. Cost $50.16 Unrealized
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $225 Shares 2,432 Est. Cost $53.16 Unrealized
VTWO Vanguard Russell 2000 0.1%
Value ($000) $202 Shares 1,615 Est. Cost $125.08 Unrealized
Invesco Buyback Achievers 0.1%
Value ($000) $200 Shares 3,188 Est. Cost $49.10 Unrealized
XLI Sector Spdr Indl Select 0.1%
Value ($000) $188 Shares 2,432 Est. Cost $53.49 Unrealized
Royce Focus TRUST Inc 0.1%
Value ($000) $170 Shares 25,243 Est. Cost $7.54 Unrealized
TDIV First Trust NASDAQ Technology Dividend 0.1%
Value ($000) $168 Shares 4,307 Est. Cost $27.02 Unrealized
SCHK Schwab 1000 Index ETF 0.1%
Value ($000) $163 Shares 5,631 Est. Cost $26.24 Unrealized
Lazard World Div & Incm 0.1%
Value ($000) $161 Shares 16,175 Est. Cost $8.53 Unrealized
NXDT NexPoint Credit Strategies Fund 0.1%
Value ($000) $145 Shares 7,674 Est. Cost $20.08 Unrealized
Source Capital Inc 0.1%
Value ($000) $142 Shares 3,888 Est. Cost $38.51 Unrealized
XLK Sector Spdr Tech Select 0.1%
Value ($000) $137 Shares 1,750 Est. Cost $35.94 Unrealized
BlackRock Resources & Commdty 0.1%
Value ($000) $122 Shares 14,896 Est. Cost $8.60 Unrealized
ETFMG Alternative Harvest ETF 0.1%
Value ($000) $115 Shares 3,645 Est. Cost $36.90 Unrealized
iShares Gold Trust 0.1%
Value ($000) $113 Shares 8,400 Est. Cost $11.01 Unrealized
DWX SPDR S&P International Dividend 0.1%
Value ($000) $109 Shares 2,781 Est. Cost $42.46 Unrealized
Asa Gold & Precs Mtls 0.0%
Value ($000) $105 Shares 9,175 Est. Cost $12.26 Unrealized
TIP iShares Barclays TIPS Bond Fund 0.0%
Value ($000) $103 Shares 893 Est. Cost $111.98 Unrealized
Ing Prime Rate TRUST 0.0%
Value ($000) $101 Shares 21,257 Est. Cost $5.02 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $99 Shares 858 Est. Cost $67.42 Unrealized
WTPI WisdomTree CBOE S&P 500 PutWrite 0.0%
Value ($000) $98 Shares 3,567 Est. Cost $27.55 Unrealized
Templeton Dragon Fund 0.0%
Value ($000) $95 Shares 4,931 Est. Cost $20.15 Unrealized
XLP Sector Spdr Tr Con Stpls 0.0%
Value ($000) $90 Shares 1,545 Est. Cost $44.64 Unrealized
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $90 Shares 3,250 Est. Cost $25.98 Unrealized
Invesco S&P 500 Low Volatility 0.0%
Value ($000) $90 Shares 1,629 Est. Cost $38.76 Unrealized
SOXX Ishares Semiconductor Index 0.0%
Value ($000) $89 Shares 450 Est. Cost $73.33 Unrealized
SKYY First Trust Cloud Computing ETF 0.0%
Value ($000) $88 Shares 1,518 Est. Cost $50.15 Unrealized
CEW WisdomTree Emerging Currency ETF 0.0%
Value ($000) $88 Shares 4,658 Est. Cost $19.98 Unrealized
Aberdeen Standard Phys Silver Shrs ETF 0.0%
Value ($000) $87 Shares 5,874 Est. Cost $16.44 Unrealized
FNDA Schwab Fundamental US Small Company 0.0%
Value ($000) $83 Shares 2,200 Est. Cost $34.27 Unrealized
XLB Sector SPDR Materials 0.0%
Value ($000) $82 Shares 1,400 Est. Cost $49.62 Unrealized
Nuveen Real Asset Income 0.0%
Value ($000) $80 Shares 4,734 Est. Cost $17.96 Unrealized
Gabelli Div And Inc Tr 0.0%
Value ($000) $80 Shares 3,671 Est. Cost $19.20 Unrealized
Petroleum & Resources Cp 0.0%
Value ($000) $77 Shares 4,665 Est. Cost $18.37 Unrealized
EWZ Ishares Msci Brazil Indx 0.0%
Value ($000) $77 Shares 1,760 Est. Cost $47.31 Unrealized
Call SPY AUG19 295 0.0%
Value ($000) $69 Shares 27 Est. Cost Unrealized
EDIV SPDR S&P Emerging Markets Dividend 0.0%
Value ($000) $69 Shares 2,100 Est. Cost $27.92 Unrealized
Blackrock Global Opptys 0.0%
Value ($000) $68 Shares 6,320 Est. Cost $9.47 Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $66 Shares 1,495 Est. Cost $37.88 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $64 Shares 4,465 Est. Cost $17.20 Unrealized
MMM 3m Company 0.0%
Value ($000) $61 Shares 350 Est. Cost $138.93 Unrealized -13.2%
BrandywineGLOBAL Global Inc Opp Fund 0.0%
Value ($000) $61 Shares 5,172 Est. Cost $11.79 Unrealized
New Ireland Fund Inc 0.0%
Value ($000) $57 Shares 6,299 Est. Cost $12.80 Unrealized
TBF Proshares Short 20 Year Treasury 0.0%
Value ($000) $57 Shares 2,793 Est. Cost $29.81 Unrealized
IYT iShares Transportation Average 0.0%
Value ($000) $56 Shares 300 Est. Cost $148.68 Unrealized
VV Vanguard Large Cap ETF 0.0%
Value ($000) $54 Shares 400 Est. Cost $84.63 Unrealized
Ishares Msci Jpn Idx Fd 0.0%
Value ($000) $54 Shares 984 Est. Cost $11.99 Unrealized
DXJ Wisdomtree Jpn Hdgd Eqty 0.0%
Value ($000) $54 Shares 1,100 Est. Cost $51.27 Unrealized
SCHP Schwab U.S. TIPS ETF 0.0%
Value ($000) $54 Shares 959 Est. Cost $54.35 Unrealized
RMR Real Estate Income Fund 0.0%
Value ($000) $53 Shares 2,893 Est. Cost $19.26 Unrealized
India Fund Inc 0.0%
Value ($000) $51 Shares 2,389 Est. Cost $23.99 Unrealized
FEZ SPDR DJ Euro STOXX 50 ETF 0.0%
Value ($000) $50 Shares 1,313 Est. Cost $35.54 Unrealized
IBUY Amplify Online Retail 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $36.36 Unrealized
QQQE Direxion Shares Etf 0.0%
Value ($000) $48 Shares 977 Est. Cost $47.02 Unrealized
Invesco India ETF 0.0%
Value ($000) $47 Shares 1,875 Est. Cost $21.58 Unrealized
EWH iShares MSCI Hong Kong Index 0.0%
Value ($000) $45 Shares 1,750 Est. Cost $20.31 Unrealized
Madison/Claymore Covered Call & Eq Strtg 0.0%
Value ($000) $45 Shares 6,754 Est. Cost $6.66 Unrealized
Loncar Cancer Immunotherapy ETF 0.0%
Value ($000) $43 Shares 2,044 Est. Cost $24.52 Unrealized
Gabelli Global Deal Fund 0.0%
Value ($000) $42 Shares 4,571 Est. Cost $9.39 Unrealized
Advent Claymore Conv & Income 0.0%
Value ($000) $41 Shares 2,754 Est. Cost $15.77 Unrealized
Direxion All Cap Insider Sentiment ETF 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $43.77 Unrealized
VanEck Vectors Agribusiness ETF 0.0%
Value ($000) $35 Shares 520 Est. Cost $51.19 Unrealized
Morgan Stanley China Fd 0.0%
Value ($000) $35 Shares 1,600 Est. Cost $23.57 Unrealized
Eaton Vance Tax Managed 0.0%
Value ($000) $34 Shares 4,075 Est. Cost $8.16 Unrealized
EQS Equus II Inc 0.0%
Value ($000) $33 Shares 20,297 Est. Cost $2.10 Unrealized -17.0%
Aberdeen Global Dynamic Dividend 0.0%
Value ($000) $33 Shares 3,433 Est. Cost $9.87 Unrealized
ETFMG Prime Cyber Security ETF 0.0%
Value ($000) $32 Shares 800 Est. Cost $27.75 Unrealized
ACWI iShares MSCI ACWI Index 0.0%
Value ($000) $27 Shares 370 Est. Cost $57.84 Unrealized
IWS Ishares Russell Midcap Value Index 0.0%
Value ($000) $27 Shares 300 Est. Cost $66.67 Unrealized
ILF Ishares S&P Latin America 0.0%
Value ($000) $26 Shares 780 Est. Cost $36.35 Unrealized
Eaton Vance Tax Managed 0.0%
Value ($000) $24 Shares 1,997 Est. Cost $11.30 Unrealized
AdvisorShares New Tech and Media ETF 0.0%
Value ($000) $24 Shares 1,853 Est. Cost $20.71 Unrealized
VGK Vanguard European 0.0%
Value ($000) $22 Shares 400 Est. Cost $53.96 Unrealized
Invesco China Technology ETF 0.0%
Value ($000) $22 Shares 477 Est. Cost $46.22 Unrealized
FNDC Schwab Fundamental Intl Sm Co ETF 0.0%
Value ($000) $21 Shares 675 Est. Cost $32.41 Unrealized
PRNT 3d Printing Etf 0.0%
Value ($000) $21 Shares 900 Est. Cost $25.56 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $20 Shares 600 Est. Cost $36.83 Unrealized -13.3%
BLOK Amplify Transformational Data Shrg ETF 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $20.00 Unrealized
Japan Smaller Cap Fund 0.0%
Value ($000) $18 Shares 2,115 Est. Cost $10.50 Unrealized
Gyrodyne Company of America 0.0%
Value ($000) $18 Shares 963 Est. Cost $17.82 Unrealized
Westn Asset Claymore TIPS Fd 0.0%
Value ($000) $16 Shares 1,400 Est. Cost $11.43 Unrealized
Putnam High Incm Bond Fd 0.0%
Value ($000) $16 Shares 1,970 Est. Cost $8.18 Unrealized
Mexico Equity & Income Common 0.0%
Value ($000) $16 Shares 1,449 Est. Cost $11.52 Unrealized
Invesco S&P500 Eq Weight Technology 0.0%
Value ($000) $15 Shares 82 Est. Cost $166.61 Unrealized
SCHO Schwab Short-Term U.S. Treasury ETF 0.0%
Value ($000) $14 Shares 282 Est. Cost $50.14 Unrealized
Call IWM AUG19 156 0.0%
Value ($000) $14 Shares 12 Est. Cost Unrealized
HEDJ WisdomTree Europe Hedged Equity 0.0%
Value ($000) $13 Shares 200 Est. Cost $57.91 Unrealized
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $13 Shares 500 Est. Cost $38.00 Unrealized
ETFS Physical Palladium Shares 0.0%
Value ($000) $13 Shares 88 Est. Cost $73.27 Unrealized
DTD Wisdomtree Total Dividnd 0.0%
Value ($000) $12 Shares 125 Est. Cost $69.81 Unrealized
MDYV Spdr S&P 400 Mid Cap 0.0%
Value ($000) $11 Shares 217 Est. Cost $50.69 Unrealized
Sprott Physical Gold & Silver 0.0%
Value ($000) $11 Shares 800 Est. Cost $12.44 Unrealized
UJUL Innovator S&P 500 Ultra Buffer ETF 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
Invesco Spin-Off ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $40.00 Unrealized
XLRE Real Estate Select Sctr 0.0%
Value ($000) $10 Shares 262 Est. Cost $38.17 Unrealized
Aberdeen Emerg MKT Equity Inc 0.0%
Value ($000) $10 Shares 1,363 Est. Cost $7.00 Unrealized
LMP Capital & Income 0.0%
Value ($000) $10 Shares 703 Est. Cost $12.74 Unrealized
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $10 Shares 82 Est. Cost $60.98 Unrealized
Reality Shares Nasdaq NexGen Economy ETF 0.0%
Value ($000) $9 Shares 400 Est. Cost $22.50 Unrealized
ONLN ProShares Online Retail ETF 0.0%
Value ($000) $9 Shares 225 Est. Cost $40.00 Unrealized
VWO Vanguard Emerging Market 0.0%
Value ($000) $9 Shares 200 Est. Cost $41.98 Unrealized
ACWX iShares MSCI ACWI Ex-US 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
EFG iShares MSCI EAFE Growth Index 0.0%
Value ($000) $8 Shares 100 Est. Cost $70.00 Unrealized
ETFS Physical Precious Metals Basket 0.0%
Value ($000) $8 Shares 123 Est. Cost $52.00 Unrealized
BOTZ Global X Robotics & Artfcl Intllgnc ETF 0.0%
Value ($000) $8 Shares 400 Est. Cost $22.50 Unrealized
Invesco S&P MidCap 400 Pure Gr ETF 0.0%
Value ($000) $8 Shares 55 Est. Cost $120.00 Unrealized
EWX SPDR S&P Emerging Markets Small Cap 0.0%
Value ($000) $8 Shares 175 Est. Cost $47.78 Unrealized
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.0%
Value ($000) $8 Shares 143 Est. Cost $55.94 Unrealized
Blackrock Global Energy 0.0%
Value ($000) $8 Shares 636 Est. Cost $12.88 Unrealized
BJK Vaneck Vectors Gaming 0.0%
Value ($000) $7 Shares 200 Est. Cost $40.00 Unrealized
GXC SPDR S&P China ETF 0.0%
Value ($000) $7 Shares 78 Est. Cost $79.00 Unrealized
Invesco BRIC ETF 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.00 Unrealized
Call QQQ JAN20 155 0.0%
Value ($000) $7 Shares 2 Est. Cost Unrealized
Etfs Phys Platinum Etf 0.0%
Value ($000) $7 Shares 90 Est. Cost $134.57 Unrealized
VLUE iShares Edge MSCI USA Value Factor ETF 0.0%
Value ($000) $7 Shares 87 Est. Cost $80.46 Unrealized
PHYS Sprott Phys Gld Tr Etn 0.0%
Value ($000) $7 Shares 614 Est. Cost $9.83 Unrealized
Credit Suisse Silver Shares Covered Call ETN 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $11.18 Unrealized
DFJ Wisdomtree Japan Smalcp 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
PJAN Innovator S&P 500 Power Buffer ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
SLYV Spdr S&P 600 Small Cap 0.0%
Value ($000) $6 Shares 96 Est. Cost $62.50 Unrealized
EWC iShares MSCI Canada Index 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.04 Unrealized
Taiwan Fund Inc 0.0%
Value ($000) $5 Shares 320 Est. Cost $18.36 Unrealized
Nuveen Qual Pfd Inc Fd 0.0%
Value ($000) $5 Shares 562 Est. Cost $9.55 Unrealized
Proshares Inverse S&P 500 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.20 Unrealized
IYE iShares DJ US Energy 0.0%
Value ($000) $5 Shares 150 Est. Cost $56.88 Unrealized
Lazard Glbl Total Retrun 0.0%
Value ($000) $5 Shares 311 Est. Cost $14.43 Unrealized
Foxby Corp 0.0%
Value ($000) $5 Shares 2,400 Est. Cost $2.08 Unrealized
GSV Capital Corp 0.0%
Value ($000) $4 Shares 700 Est. Cost $12.35 Unrealized
iPath MSCI India Index ETN 0.0%
Value ($000) $4 Shares 50 Est. Cost $68.84 Unrealized
PSLV Sprott Physical Silver Trust 0.0%
Value ($000) $4 Shares 736 Est. Cost $7.89 Unrealized
IGE Ishares Tr Goldman Sachs Natural Resources 0.0%
Value ($000) $4 Shares 132 Est. Cost $49.88 Unrealized
XXCHNXX China Fund Inc 0.0%
Value ($000) $4 Shares 198 Est. Cost $20.28 Unrealized
VanEck Vectors Vietnam ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $19.45 Unrealized
Claymore/BNY Mellon Frontier Markets 0.0%
Value ($000) $4 Shares 261 Est. Cost $16.42 Unrealized
BATT Amplify Advcd Btty Mtls and Matrls ETF 0.0%
Value ($000) $3 Shares 300 Est. Cost $16.67 Unrealized
Invesco S&P Intl Dev Low Volatility 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.21 Unrealized
AIQ Global X Future Analytics Tech ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.00 Unrealized
MNA IQ Merger Arbitrage ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
GSG iShares S&P GSCI Commodity-Indexed 0.0%
Value ($000) $3 Shares 186 Est. Cost $32.26 Unrealized
Powershares SP SmallCap 600 Pure Grwth 0.0%
Value ($000) $3 Shares 26 Est. Cost $140.88 Unrealized
Invesco FTSE RAFI US 1000 0.0%
Value ($000) $2 Shares 20 Est. Cost $91.67 Unrealized
Exone Company 0.0%
Value ($000) $2 Shares 250 Est. Cost $20.00 Unrealized
DDD 3 D Systems Corp 0.0%
Value ($000) $1 Shares 150 Est. Cost $52.15 Unrealized -81.8%
EFV iShares MSCI EAFE Value 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
Put SPY SEP19 285 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Mvc Capital Inc 0.0%
Value ($000) $0 Shares 40 Est. Cost $11.73 Unrealized
Nasdaq Prem Incm & Grwth 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.57 Unrealized
SVVC Firsthand Technology Value Fund Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $19.40 Unrealized -43.7%
FNDB Schwab Fundamental U.S. Broad Market 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized