Keel Point, LLC Diversified Active

CIK: 0001386935 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 8, 2019

Total Value ($000): $874,480 (100.0% shares, 0.0% debt)

Holdings (189)

VOO VANGUARD INDEX FDS 21.1%
Value ($000) $184,521 Shares 685,570 Est. Cost $217.13 Unrealized
IEI ISHARES TR 16.0%
Value ($000) $139,894 Shares 1,112,386 Est. Cost $121.58 Unrealized
IWB ISHARES TR 8.1%
Value ($000) $71,084 Shares 436,662 Est. Cost $143.70 Unrealized
ACWI ISHARES TR 3.3%
Value ($000) $28,734 Shares 389,819 Est. Cost $69.60 Unrealized
VB VANGUARD INDEX FDS 2.9%
Value ($000) $25,043 Shares 159,858 Est. Cost $134.59 Unrealized
SCZ ISHARES TR 2.7%
Value ($000) $23,379 Shares 407,303 Est. Cost $62.48 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 2.4%
Value ($000) $21,256 Shares 201,940 Est. Cost $94.68 Unrealized
EEM ISHARES TR 2.3%
Value ($000) $20,128 Shares 469,078 Est. Cost $44.72 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 2.0%
Value ($000) $17,861 Shares 428,213 Est. Cost $38.39 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.9%
Value ($000) $16,292 Shares 383,061 Est. Cost $38.10 Unrealized
SCHF SCHWAB STRATEGIC TR 1.8%
Value ($000) $15,721 Shares 489,896 Est. Cost $28.35 Unrealized
GLD SPDR GOLD TRUST 1.7%
Value ($000) $14,681 Shares 110,218 Est. Cost $124.35 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 1.4%
Value ($000) $12,658 Shares 101,298 Est. Cost $104.27 Unrealized
AGG ISHARES TR 1.4%
Value ($000) $12,264 Shares 110,137 Est. Cost $109.01 Unrealized
SHY ISHARES TR 1.1%
Value ($000) $9,917 Shares 116,977 Est. Cost $83.82 Unrealized
XLP SELECT SECTOR SPDR TR 1.1%
Value ($000) $9,754 Shares 167,965 Est. Cost $58.07 Unrealized
VNQ VANGUARD INDEX FDS 1.1%
Value ($000) $9,472 Shares 108,372 Est. Cost $82.86 Unrealized
QUAL ISHARES TR 1.0%
Value ($000) $8,629 Shares 94,335 Est. Cost $88.55 Unrealized
VXF VANGUARD INDEX FDS 1.0%
Value ($000) $8,341 Shares 70,339 Est. Cost $113.05 Unrealized
XHB SPDR SERIES TRUST 0.9%
Value ($000) $8,248 Shares 197,885 Est. Cost $38.55 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $7,957 Shares 27,157 Est. Cost $287.11 Unrealized
XLY SELECT SECTOR SPDR TR 0.9%
Value ($000) $7,669 Shares 64,341 Est. Cost $119.03 Unrealized
REATA PHARMACEUTICALS INC 0.9%
Value ($000) $7,638 Shares 80,951 Est. Cost $22.61 Unrealized
MTUM ISHARES TR 0.8%
Value ($000) $7,284 Shares 61,418 Est. Cost $118.60 Unrealized
EMB ISHARES TR 0.8%
Value ($000) $7,019 Shares 61,953 Est. Cost $110.06 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $6,024 Shares 91,320 Est. Cost $65.19 Unrealized
GWX SPDR INDEX SHS FDS 0.7%
Value ($000) $5,744 Shares 191,778 Est. Cost $29.25 Unrealized
AAPL APPLE INC 0.6%
Value ($000) $5,488 Shares 27,728 Est. Cost $26.33 Unrealized +77.1%
EFA ISHARES TR 0.6%
Value ($000) $5,353 Shares 81,446 Est. Cost $62.85 Unrealized
XLU SELECT SECTOR SPDR TR 0.6%
Value ($000) $5,195 Shares 87,124 Est. Cost $58.17 Unrealized
HEDJ WISDOMTREE TR 0.6%
Value ($000) $4,970 Shares 75,105 Est. Cost $66.17 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.6%
Value ($000) $4,866 Shares 429,523 Est. Cost $10.45 Unrealized
EWL ISHARES INC 0.5%
Value ($000) $4,794 Shares 127,642 Est. Cost $37.56 Unrealized
IYR ISHARES TR 0.5%
Value ($000) $4,738 Shares 54,266 Est. Cost $74.94 Unrealized
IWF ISHARES TR 0.5%
Value ($000) $4,051 Shares 25,749 Est. Cost $144.94 Unrealized
IWD ISHARES TR 0.4%
Value ($000) $3,853 Shares 30,285 Est. Cost $121.35 Unrealized
IEF ISHARES TR 0.4%
Value ($000) $3,396 Shares 30,865 Est. Cost $105.97 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $3,171 Shares 15,246 Est. Cost $85.33 Unrealized +98.7%
V VISA INC 0.3%
Value ($000) $2,852 Shares 16,432 Est. Cost $89.30 Unrealized +75.1%
ROST ROSS STORES INC 0.3%
Value ($000) $2,676 Shares 27,001 Est. Cost $45.05 Unrealized +102.6%
MSFT MICROSOFT CORP 0.3%
Value ($000) $2,614 Shares 19,511 Est. Cost $75.82 Unrealized +57.6%
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,611 Shares 37,201 Est. Cost $49.81 Unrealized
RY ROYAL BK CDA MONTREAL QUE 0.3%
Value ($000) $2,464 Shares 31,030 Est. Cost $57.38 Unrealized +36.2%
IEMG ISHARES INC 0.3%
Value ($000) $2,390 Shares 46,470 Est. Cost $47.15 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $2,370 Shares 82,079 Est. Cost $32.34 Unrealized
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $2,213 Shares 9,775 Est. Cost $113.72 Unrealized +55.0%
SPTL SPDR SERIES TRUST 0.2%
Value ($000) $2,174 Shares 56,966 Est. Cost $36.10 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $1,805 Shares 12,923 Est. Cost $98.30 Unrealized +30.2%
TLT ISHARES TR 0.2%
Value ($000) $1,752 Shares 13,189 Est. Cost $125.09 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,717 Shares 22,844 Est. Cost $65.95 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,641 Shares 14,961 Est. Cost $70.53 Unrealized +28.3%
BLES NORTHERN LTS FD TR IV 0.2%
Value ($000) $1,621 Shares 57,509 Est. Cost $27.96 Unrealized
DY DYCOM INDS INC 0.2%
Value ($000) $1,560 Shares 26,491 Est. Cost $39.30 Unrealized +30.2%
UOCT INNOVATOR ETFS TR 0.2%
Value ($000) $1,558 Shares 62,921 Est. Cost $23.05 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $1,494 Shares 9,144 Est. Cost $116.88 Unrealized
MGC VANGUARD WORLD FD 0.2%
Value ($000) $1,453 Shares 14,354 Est. Cost $88.68 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $1,434 Shares 12,413 Est. Cost $113.55 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,425 Shares 10,235 Est. Cost $98.79 Unrealized +16.2%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,372 Shares 13,495 Est. Cost $57.46 Unrealized +45.3%
AMZN AMAZON COM INC 0.1%
Value ($000) $1,293 Shares 683 Est. Cost $60.51 Unrealized +53.9%
IWM ISHARES TR 0.1%
Value ($000) $1,283 Shares 8,251 Est. Cost $160.01 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $1,282 Shares 6,494 Est. Cost $142.37 Unrealized +21.7%
IVW ISHARES TR 0.1%
Value ($000) $1,277 Shares 7,126 Est. Cost $173.80 Unrealized
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $1,252 Shares 17,131 Est. Cost $52.43 Unrealized +31.1%
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,228 Shares 8,589 Est. Cost $88.34 Unrealized +30.1%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,226 Shares 12,592 Est. Cost $74.41 Unrealized +2.4%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,163 Shares 6,296 Est. Cost $119.01 Unrealized +37.5%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,153 Shares 3,927 Est. Cost $227.88 Unrealized +18.8%
IVE ISHARES TR 0.1%
Value ($000) $1,153 Shares 9,895 Est. Cost $114.00 Unrealized
MTN VAIL RESORTS INC 0.1%
Value ($000) $1,111 Shares 4,976 Est. Cost $132.51 Unrealized +67.6%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $1,096 Shares 2,391 Est. Cost $131.95 Unrealized +6.8%
WMT WALMART INC 0.1%
Value ($000) $1,091 Shares 9,877 Est. Cost $28.88 Unrealized +8.4%
SYK STRYKER CORP 0.1%
Value ($000) $1,089 Shares 5,297 Est. Cost $160.17 Unrealized +11.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,080 Shares 19,816 Est. Cost $52.60 Unrealized -17.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $1,073 Shares 16,922 Est. Cost $64.93 Unrealized -8.5%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $1,066 Shares 16,662 Est. Cost $76.41 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $1,054 Shares 19,287 Est. Cost $63.44 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,049 Shares 6,953 Est. Cost $115.40 Unrealized +11.4%
FAST FASTENAL CO 0.1%
Value ($000) $1,024 Shares 31,414 Est. Cost $12.94 Unrealized +7.7%
IWV ISHARES TR 0.1%
Value ($000) $1,020 Shares 5,918 Est. Cost $130.05 Unrealized
BEN FRANKLIN RES INC 0.1%
Value ($000) $990 Shares 28,454 Est. Cost $22.44 Unrealized +9.9%
QCOM QUALCOMM INC 0.1%
Value ($000) $988 Shares 12,990 Est. Cost $50.68 Unrealized +23.7%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $971 Shares 12,802 Est. Cost $66.20 Unrealized +5.1%
SNA SNAP ON INC 0.1%
Value ($000) $970 Shares 5,855 Est. Cost $135.02 Unrealized +1.2%
VIG VANGUARD GROUP 0.1%
Value ($000) $963 Shares 8,363 Est. Cost $83.51 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $962 Shares 18,000 Est. Cost $53.44 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $934 Shares 8,075 Est. Cost $113.19 Unrealized +4.3%
FDX FEDEX CORP 0.1%
Value ($000) $913 Shares 5,562 Est. Cost $180.87 Unrealized -14.4%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $910 Shares 8,206 Est. Cost $94.47 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $902 Shares 4,412 Est. Cost $78.14 Unrealized +115.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $901 Shares 4,229 Est. Cost $167.71 Unrealized +23.4%
IEFA ISHARES TR 0.1%
Value ($000) $898 Shares 14,628 Est. Cost $55.02 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $892 Shares 7,891 Est. Cost $111.40 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $866 Shares 4,648 Est. Cost $148.15 Unrealized
TLH ISHARES TR 0.1%
Value ($000) $850 Shares 5,940 Est. Cost $137.42 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $845 Shares 12,062 Est. Cost $38.54 Unrealized +37.3%
ACWV ISHARES INC 0.1%
Value ($000) $830 Shares 9,007 Est. Cost $81.73 Unrealized
ISMD NORTHERN LTS FD TR IV 0.1%
Value ($000) $780 Shares 29,235 Est. Cost $26.00 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $776 Shares 2,935 Est. Cost $119.46 Unrealized +102.0%
AFL AFLAC INC 0.1%
Value ($000) $775 Shares 14,134 Est. Cost $32.51 Unrealized +35.6%
ROL ROLLINS INC 0.1%
Value ($000) $752 Shares 20,974 Est. Cost $14.89 Unrealized +59.7%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $739 Shares 5,661 Est. Cost $127.65 Unrealized
BUCKEYE PARTNERS L P 0.1%
Value ($000) $739 Shares 18,000 Est. Cost $75.50 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $718 Shares 3,508 Est. Cost $151.60 Unrealized +11.5%
SBSI SOUTHSIDE BANCSHARES INC 0.1%
Value ($000) $691 Shares 21,333 Est. Cost $35.36 Unrealized -4.3%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $663 Shares 31,442 Est. Cost $21.05 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $661 Shares 610 Est. Cost $42.80 Unrealized +34.2%
IVV ISHARES TR 0.1%
Value ($000) $627 Shares 2,126 Est. Cost $226.36 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $626 Shares 8,026 Est. Cost $55.62 Unrealized
CNXN PC CONNECTION INC 0.1%
Value ($000) $625 Shares 17,872 Est. Cost $21.50 Unrealized +52.8%
L3 TECHNOLOGIES INC 0.1%
Value ($000) $623 Shares 2,542 Est. Cost $156.40 Unrealized
T AT&T INC 0.1%
Value ($000) $602 Shares 17,953 Est. Cost $12.84 Unrealized +17.4%
SUB ISHARES TR 0.1%
Value ($000) $597 Shares 5,600 Est. Cost $105.93 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $595 Shares 5,321 Est. Cost $71.78 Unrealized +28.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $591 Shares 2,235 Est. Cost $177.46 Unrealized +27.7%
AMERICAN FIN TR INC 0.1%
Value ($000) $584 Shares 53,602 Est. Cost $13.87 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $561 Shares 7,319 Est. Cost $56.08 Unrealized +1.4%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $545 Shares 3,949 Est. Cost $97.99 Unrealized +0.6%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $514 Shares 9,354 Est. Cost $48.66 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $504 Shares 3,847 Est. Cost $73.39 Unrealized +42.7%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $504 Shares 23,686 Est. Cost $21.07 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $491 Shares 9,636 Est. Cost $32.00 Unrealized +24.8%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $488 Shares 23,041 Est. Cost $20.75 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $486 Shares 22,730 Est. Cost $20.66 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $485 Shares 2,495 Est. Cost $179.08 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $484 Shares 2,139 Est. Cost $233.12 Unrealized
WABC WESTAMERICA BANCORPORATION 0.1%
Value ($000) $481 Shares 7,812 Est. Cost $33.75 Unrealized +48.1%
TER TERADYNE INC 0.1%
Value ($000) $471 Shares 9,824 Est. Cost $17.24 Unrealized +155.6%
DBEF DBX ETF TR 0.1%
Value ($000) $467 Shares 14,775 Est. Cost $27.85 Unrealized
BBT BERKSHIRE HILLS BANCORP INC 0.1%
Value ($000) $464 Shares 14,774 Est. Cost $24.55 Unrealized -1.3%
IBD NORTHERN LTS FD TR IV 0.1%
Value ($000) $441 Shares 17,203 Est. Cost $25.16 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $439 Shares 5,612 Est. Cost $78.95 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $433 Shares 7,591 Est. Cost $55.39 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $429 Shares 2,693 Est. Cost $167.19 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $409 Shares 5,946 Est. Cost $33.65 Unrealized +30.3%
HON HONEYWELL INTL INC 0.0%
Value ($000) $401 Shares 2,297 Est. Cost $87.68 Unrealized +58.1%
GOOG ALPHABET INC 0.0%
Value ($000) $401 Shares 371 Est. Cost $46.93 Unrealized +22.0%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $394 Shares 28,500 Est. Cost $13.47 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $390 Shares 24,600 Est. Cost $15.46 Unrealized
BLACKROCK MUNIYIELD QLTY FD 0.0%
Value ($000) $378 Shares 28,600 Est. Cost $13.00 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $377 Shares 6,601 Est. Cost $31.64 Unrealized +26.5%
EWH ISHARES INC 0.0%
Value ($000) $372 Shares 14,389 Est. Cost $22.61 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $369 Shares 1,975 Est. Cost $179.69 Unrealized
BA BOEING CO 0.0%
Value ($000) $369 Shares 1,014 Est. Cost $348.63 Unrealized +2.5%
IGF ISHARES TR 0.0%
Value ($000) $364 Shares 7,889 Est. Cost $44.82 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $361 Shares 1,869 Est. Cost $138.64 Unrealized +30.9%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $360 Shares 8,519 Est. Cost $27.73 Unrealized +28.2%
FLOT ISHARES TR 0.0%
Value ($000) $346 Shares 6,799 Est. Cost $50.93 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $336 Shares 1,985 Est. Cost $175.38 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $333 Shares 2,485 Est. Cost $90.18 Unrealized +20.8%
EWC ISHARES INC 0.0%
Value ($000) $331 Shares 11,570 Est. Cost $27.65 Unrealized
PVH PVH CORP 0.0%
Value ($000) $322 Shares 3,405 Est. Cost $106.55 Unrealized +2.8%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $321 Shares 6,295 Est. Cost $47.90 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $318 Shares 6,645 Est. Cost $42.19 Unrealized +2.1%
CSCO CISCO SYS INC 0.0%
Value ($000) $312 Shares 5,708 Est. Cost $39.71 Unrealized +13.8%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $302 Shares 1,513 Est. Cost $128.03 Unrealized +35.4%
PFE PFIZER INC 0.0%
Value ($000) $295 Shares 6,818 Est. Cost $21.04 Unrealized +38.9%
NIC INC 0.0%
Value ($000) $288 Shares 17,975 Est. Cost $18.03 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $282 Shares 9,742 Est. Cost $21.35 Unrealized +13.4%
QIAGEN NV 0.0%
Value ($000) $276 Shares 6,804 Est. Cost $40.72 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.0%
Value ($000) $273 Shares 7,962 Est. Cost $23.22 Unrealized +28.2%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $273 Shares 1,695 Est. Cost $101.80 Unrealized +37.8%
LOW LOWES COS INC 0.0%
Value ($000) $271 Shares 2,685 Est. Cost $64.77 Unrealized +44.3%
CSX CSX CORP 0.0%
Value ($000) $270 Shares 3,496 Est. Cost $18.59 Unrealized +26.7%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $270 Shares 5,698 Est. Cost $40.17 Unrealized -2.7%
RED HAT INC 0.0%
Value ($000) $262 Shares 1,398 Est. Cost $175.97 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $260 Shares 1,842 Est. Cost $122.86 Unrealized +4.3%
EWZ ISHARES INC 0.0%
Value ($000) $259 Shares 5,921 Est. Cost $38.20 Unrealized
VERSUM MATLS INC 0.0%
Value ($000) $250 Shares 4,846 Est. Cost $50.35 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $243 Shares 3,640 Est. Cost $60.44 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $243 Shares 7,247 Est. Cost $50.17 Unrealized -31.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $242 Shares 2,610 Est. Cost $95.05 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $240 Shares 813 Est. Cost $277.72 Unrealized 0.0%
ORCL ORACLE CORP 0.0%
Value ($000) $238 Shares 4,172 Est. Cost $46.07 Unrealized +6.7%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $228 Shares 1,673 Est. Cost $96.02 Unrealized +19.5%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $227 Shares 929 Est. Cost $230.45 Unrealized -6.5%
NRG NRG ENERGY INC 0.0%
Value ($000) $226 Shares 6,433 Est. Cost $31.80 Unrealized -1.3%
BAC BANK AMER CORP 0.0%
Value ($000) $225 Shares 7,760 Est. Cost $23.89 Unrealized +2.5%
WELL WELLTOWER INC 0.0%
Value ($000) $222 Shares 2,727 Est. Cost $60.30 Unrealized +6.1%
EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $222 Shares 8,936 Est. Cost $27.64 Unrealized
HOLLY ENERGY PARTNERS L P 0.0%
Value ($000) $220 Shares 8,000 Est. Cost $31.50 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $216 Shares 3,912 Est. Cost $61.21 Unrealized -8.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $202 Shares 2,405 Est. Cost $67.93 Unrealized 0.0%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $155 Shares 11,086 Est. Cost $13.98 Unrealized
LQDA LIQUIDIA TECHNOLOGIES INC 0.0%
Value ($000) $117 Shares 14,575 Est. Cost $9.39 Unrealized 0.0%
ALPS ETF TR 0.0%
Value ($000) $111 Shares 11,231 Est. Cost $10.06 Unrealized
SYNCHRONOSS TECHNOLOGIES INC 0.0%
Value ($000) $85 Shares 10,758 Est. Cost $41.49 Unrealized
ALKALINE WTR CO INC 0.0%
Value ($000) $39 Shares 18,000 Est. Cost $2.39 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $2 Shares 700 Est. Cost $179.69 Unrealized