EP Wealth Advisors, LLC Diversified Active

CIK: 0001540569 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 14, 2018

Total Value ($000): $1,059,848 (100.0% shares, 0.0% debt)

Holdings (188)

VTV VANGUARD INDEX FDS 18.4%
Value ($000) $194,953 Shares 1,877,619 Est. Cost $7315.05 Unrealized
VUG VANGUARD INDEX FDS 8.0%
Value ($000) $85,219 Shares 568,846 Est. Cost $12810.51 Unrealized
VB VANGUARD INDEX FDS 7.2%
Value ($000) $76,422 Shares 490,922 Est. Cost $136.73 Unrealized
AAPL APPLE INC 3.2%
Value ($000) $34,026 Shares 183,817 Est. Cost $20.24 Unrealized +111.2%
META FACEBOOK INC 2.9%
Value ($000) $31,112 Shares 160,106 Est. Cost $113.43 Unrealized +58.2%
MSFT MICROSOFT CORP 2.5%
Value ($000) $26,310 Shares 266,810 Est. Cost $80.67 Unrealized +11.3%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $21,297 Shares 204,388 Est. Cost $41.63 Unrealized +113.9%
SSD SIMPSON MANUFACTURING CO INC 1.8%
Value ($000) $18,905 Shares 303,983 Est. Cost $30.39 Unrealized +85.4%
V VISA INC 1.7%
Value ($000) $18,543 Shares 140,002 Est. Cost $59.58 Unrealized +104.9%
MMM 3M CO 1.7%
Value ($000) $18,413 Shares 93,601 Est. Cost $79.88 Unrealized +62.9%
COST COSTCO WHSL CORP NEW 1.7%
Value ($000) $17,912 Shares 85,710 Est. Cost $106.90 Unrealized +66.3%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $17,534 Shares 144,501 Est. Cost $73.23 Unrealized +37.5%
SYK STRYKER CORP 1.6%
Value ($000) $16,879 Shares 99,957 Est. Cost $68.30 Unrealized +126.6%
XOM EXXON MOBIL CORP 1.6%
Value ($000) $16,875 Shares 203,980 Est. Cost $55.42 Unrealized +1.3%
DIS DISNEY WALT CO 1.6%
Value ($000) $16,738 Shares 159,703 Est. Cost $71.44 Unrealized +36.0%
TJX TJX COS INC NEW 1.6%
Value ($000) $16,521 Shares 173,574 Est. Cost $33.27 Unrealized +18.9%
PEP PEPSICO INC 1.6%
Value ($000) $16,435 Shares 150,963 Est. Cost $63.77 Unrealized +28.1%
HON HONEYWELL INTL INC 1.5%
Value ($000) $16,213 Shares 112,548 Est. Cost $78.79 Unrealized +44.1%
ACN ACCENTURE PLC IRELAND 1.5%
Value ($000) $16,177 Shares 98,888 Est. Cost $106.52 Unrealized +30.8%
AMZN AMAZON COM INC 1.5%
Value ($000) $15,481 Shares 9,107 Est. Cost $40.54 Unrealized +95.8%
ALL ALLSTATE CORP 1.4%
Value ($000) $14,884 Shares 163,075 Est. Cost $50.51 Unrealized +57.6%
BLACKROCK INC 1.4%
Value ($000) $14,764 Shares 29,584 Est. Cost $15017.05 Unrealized
BB&T CORP 1.3%
Value ($000) $14,024 Shares 278,025 Est. Cost $44.30 Unrealized
AMT AMERICAN TOWER CORP NEW 1.3%
Value ($000) $13,401 Shares 92,951 Est. Cost $78.59 Unrealized +44.8%
FMC F M C CORP 1.3%
Value ($000) $13,259 Shares 148,626 Est. Cost $46.30 Unrealized +30.8%
SCHW SCHWAB CHARLES CORP NEW 1.2%
Value ($000) $12,633 Shares 247,229 Est. Cost $31.81 Unrealized +56.7%
UNP UNION PAC CORP 1.2%
Value ($000) $12,273 Shares 85,643 Est. Cost $84.43 Unrealized +39.4%
ANDEAVOR 1.1%
Value ($000) $11,947 Shares 91,074 Est. Cost $103.37 Unrealized
SPGI S&P GLOBAL INC 1.1%
Value ($000) $11,465 Shares 56,232 Est. Cost $117.12 Unrealized +57.8%
BIIB BIOGEN INC 1.1%
Value ($000) $11,222 Shares 38,665 Est. Cost $316.39 Unrealized -11.1%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $10,913 Shares 216,915 Est. Cost $28.66 Unrealized +12.4%
APTIV PLC 1.0%
Value ($000) $10,626 Shares 115,971 Est. Cost $85.52 Unrealized
MARATHON OIL CORP 1.0%
Value ($000) $10,340 Shares 495,670 Est. Cost $20.86 Unrealized
EIX EDISON INTL 0.9%
Value ($000) $9,160 Shares 144,770 Est. Cost $37.06 Unrealized +20.9%
CVS CVS HEALTH CORP 0.8%
Value ($000) $8,955 Shares 139,163 Est. Cost $51.69 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $8,405 Shares 45,090 Est. Cost $130.09 Unrealized +32.3%
ALLERGAN PLC 0.8%
Value ($000) $8,262 Shares 49,557 Est. Cost $190.09 Unrealized
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $6,934 Shares 25,560 Est. Cost $5354.03 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $6,163 Shares 48,746 Est. Cost $74.17 Unrealized +20.2%
XLY SELECT SECTOR SPDR TR 0.5%
Value ($000) $5,506 Shares 50,373 Est. Cost $101.15 Unrealized
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $5,290 Shares 49,795 Est. Cost $59.86 Unrealized +39.9%
WH WYNDHAM HOTELS & RESORTS INC 0.5%
Value ($000) $5,287 Shares 89,866 Est. Cost $60.97 Unrealized 0.0%
SCZ ISHARES TR 0.5%
Value ($000) $5,112 Shares 81,480 Est. Cost $65.19 Unrealized
GLD SPDR GOLD TRUST 0.5%
Value ($000) $4,991 Shares 42,062 Est. Cost $125.47 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $4,312 Shares 23,105 Est. Cost $173.17 Unrealized +12.6%
KRE SPDR SERIES TRUST 0.4%
Value ($000) $4,249 Shares 69,657 Est. Cost $60.39 Unrealized
WYNDHAM DESTINATIONS INC 0.4%
Value ($000) $3,957 Shares 89,382 Est. Cost $3000.51 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $3,669 Shares 17,712 Est. Cost $205.54 Unrealized +1.2%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $3,322 Shares 63,350 Est. Cost $46.70 Unrealized +13.0%
FDN FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $3,253 Shares 23,631 Est. Cost $94.75 Unrealized
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $3,077 Shares 57,061 Est. Cost $44.73 Unrealized -0.4%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,965 Shares 41,198 Est. Cost $69.61 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.3%
Value ($000) $2,912 Shares 23,082 Est. Cost $92.80 Unrealized +1.5%
AGG ISHARES TR 0.3%
Value ($000) $2,871 Shares 27,000 Est. Cost $97.54 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $2,591 Shares 38,650 Est. Cost $55.07 Unrealized +0.0%
EFA ISHARES TR 0.2%
Value ($000) $2,577 Shares 38,474 Est. Cost $58.96 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $2,375 Shares 7,719 Est. Cost $246.95 Unrealized +18.0%
PIONEER NAT RES CO 0.2%
Value ($000) $2,366 Shares 12,503 Est. Cost $171.77 Unrealized
BA BOEING CO 0.2%
Value ($000) $2,348 Shares 6,997 Est. Cost $173.74 Unrealized +90.1%
QTEC FIRST TR NASDAQ100 TECH INDE 0.2%
Value ($000) $2,271 Shares 29,474 Est. Cost $62.39 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $2,246 Shares 40,514 Est. Cost $40.76 Unrealized +6.3%
SBUX STARBUCKS CORP 0.2%
Value ($000) $2,073 Shares 42,445 Est. Cost $49.01 Unrealized -1.9%
CELGENE CORP 0.2%
Value ($000) $2,050 Shares 25,818 Est. Cost $79.40 Unrealized
SJNK SPDR SER TR 0.2%
Value ($000) $2,030 Shares 74,400 Est. Cost $27.37 Unrealized
PLD PROLOGIS INC 0.2%
Value ($000) $2,014 Shares 30,660 Est. Cost $49.87 Unrealized +4.2%
T AT&T INC 0.2%
Value ($000) $2,012 Shares 62,654 Est. Cost $12.86 Unrealized +13.0%
GLPI GAMING & LEISURE PPTYS INC 0.2%
Value ($000) $1,968 Shares 54,981 Est. Cost $37.67 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,916 Shares 58,407 Est. Cost $31.79 Unrealized -15.5%
VIG VANGUARD GROUP 0.2%
Value ($000) $1,709 Shares 16,817 Est. Cost $6208.69 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $1,602 Shares 5,866 Est. Cost $212.16 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,434 Shares 53,933 Est. Cost $2521.15 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $1,407 Shares 8,671 Est. Cost $108.38 Unrealized
IHI ISHARES TR 0.1%
Value ($000) $1,394 Shares 6,949 Est. Cost $166.58 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $1,381 Shares 10,901 Est. Cost $111.51 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $1,352 Shares 31,524 Est. Cost $38.86 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $1,328 Shares 7,450 Est. Cost $140.18 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $1,311 Shares 6,729 Est. Cost $9043.90 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $1,278 Shares 15,316 Est. Cost $70.10 Unrealized
IGV ISHARES TR 0.1%
Value ($000) $1,237 Shares 6,774 Est. Cost $136.77 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,115 Shares 7,980 Est. Cost $104.76 Unrealized -4.6%
ITA ISHARES TR 0.1%
Value ($000) $1,082 Shares 5,620 Est. Cost $157.37 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $1,045 Shares 5,663 Est. Cost $113.28 Unrealized +23.8%
INTC INTEL CORP 0.1%
Value ($000) $984 Shares 19,797 Est. Cost $26.21 Unrealized +71.9%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $981 Shares 23,240 Est. Cost $39.00 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $959 Shares 24,532 Est. Cost $35.36 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $957 Shares 21,818 Est. Cost $31.51 Unrealized +8.0%
DJP BARCLAYS BK PLC 0.1%
Value ($000) $943 Shares 38,735 Est. Cost $24.41 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $938 Shares 14,426 Est. Cost $106.11 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $932 Shares 6,484 Est. Cost $975.66 Unrealized
IYC ISHARES TR 0.1%
Value ($000) $932 Shares 4,810 Est. Cost $164.13 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $923 Shares 4,732 Est. Cost $101.54 Unrealized +52.7%
PFE PFIZER INC 0.1%
Value ($000) $909 Shares 25,066 Est. Cost $20.49 Unrealized +18.6%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $881 Shares 6,556 Est. Cost $129.58 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $861 Shares 20,010 Est. Cost $25.07 Unrealized +38.6%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $843 Shares 11,766 Est. Cost $73.21 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $835 Shares 10,694 Est. Cost $58.23 Unrealized +6.1%
FTXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $830 Shares 29,128 Est. Cost $26.44 Unrealized
RAYTHEON CO 0.1%
Value ($000) $797 Shares 4,127 Est. Cost $4827.27 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $771 Shares 9,876 Est. Cost $78.07 Unrealized
IAT ISHARES TR 0.1%
Value ($000) $767 Shares 15,607 Est. Cost $45.55 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $697 Shares 13,760 Est. Cost $50.77 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $684 Shares 13,679 Est. Cost $31.70 Unrealized +17.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $641 Shares 11,281 Est. Cost $23.39 Unrealized +37.7%
IJT ISHARES TR 0.1%
Value ($000) $633 Shares 10,418 Est. Cost $60.76 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $609 Shares 6,880 Est. Cost $74.89 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $603 Shares 1,541 Est. Cost $18.81 Unrealized +81.3%
BOND PIMCO ETF TR 0.1%
Value ($000) $578 Shares 5,610 Est. Cost $103.03 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $563 Shares 17,041 Est. Cost $32.96 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $562 Shares 6,963 Est. Cost $59.26 Unrealized -4.5%
ORCL ORACLE CORP 0.1%
Value ($000) $553 Shares 12,559 Est. Cost $31.21 Unrealized +31.9%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $550 Shares 54,032 Est. Cost $10.13 Unrealized
NUVEEN INTER DURATION MN TMF 0.1%
Value ($000) $550 Shares 44,205 Est. Cost $13.41 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $544 Shares 3,472 Est. Cost $125.04 Unrealized +8.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $517 Shares 1,749 Est. Cost $159.84 Unrealized +64.2%
DIA SPDR DOW JONES INDL AVRG ETF 0.0%
Value ($000) $516 Shares 2,125 Est. Cost $179.87 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $507 Shares 3,844 Est. Cost $123.42 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $503 Shares 2,063 Est. Cost $64.31 Unrealized +267.8%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $500 Shares 3,558 Est. Cost $122.99 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $498 Shares 4,526 Est. Cost $1161.88 Unrealized
NUVEEN CA QUALTY MUN INCOME 0.0%
Value ($000) $487 Shares 36,427 Est. Cost $14.21 Unrealized
BAC BANK AMER CORP 0.0%
Value ($000) $479 Shares 17,005 Est. Cost $21.04 Unrealized +18.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $461 Shares 963 Est. Cost $139.55 Unrealized +9.3%
TSLA TESLA INC 0.0%
Value ($000) $460 Shares 1,341 Est. Cost $16.44 Unrealized +23.6%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $460 Shares 2,478 Est. Cost $183.48 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $457 Shares 2,324 Est. Cost $117.00 Unrealized +54.1%
CIGNA CORPORATION 0.0%
Value ($000) $456 Shares 2,686 Est. Cost $169.77 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $453 Shares 4,638 Est. Cost $82.20 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $444 Shares 5,215 Est. Cost $87.56 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $437 Shares 4,719 Est. Cost $56.36 Unrealized +25.1%
BAX BAXTER INTL INC 0.0%
Value ($000) $434 Shares 5,878 Est. Cost $58.91 Unrealized +4.4%
SVB FINL GROUP 0.0%
Value ($000) $426 Shares 1,477 Est. Cost $186.01 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $416 Shares 7,418 Est. Cost $44.50 Unrealized +3.2%
QAI INDEXIQ ETF TR 0.0%
Value ($000) $416 Shares 13,695 Est. Cost $17.40 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $410 Shares 3,651 Est. Cost $50.07 Unrealized +66.0%
IWO ISHARES TR 0.0%
Value ($000) $398 Shares 1,948 Est. Cost $155.21 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $395 Shares 5,900 Est. Cost $53.03 Unrealized 0.0%
TWITTER INC 0.0%
Value ($000) $392 Shares 8,969 Est. Cost $23.97 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $388 Shares 2,371 Est. Cost $141.63 Unrealized
CSM PROSHARES TR 0.0%
Value ($000) $374 Shares 5,535 Est. Cost $62.44 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $369 Shares 3,766 Est. Cost $71.72 Unrealized +23.5%
PACWEST BANCORP DEL 0.0%
Value ($000) $361 Shares 7,314 Est. Cost $50.38 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $354 Shares 2,622 Est. Cost $100.50 Unrealized +11.0%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $346 Shares 26,581 Est. Cost $14.59 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $342 Shares 5,637 Est. Cost $42.08 Unrealized +5.8%
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $331 Shares 14,122 Est. Cost $24.08 Unrealized
PRI PRIMERICA INC 0.0%
Value ($000) $324 Shares 3,250 Est. Cost $77.97 Unrealized +25.5%
IWR ISHARES TR 0.0%
Value ($000) $319 Shares 1,503 Est. Cost $172.90 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $316 Shares 2,002 Est. Cost $128.01 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $314 Shares 4,010 Est. Cost $48.49 Unrealized +49.7%
LOW LOWES COS INC 0.0%
Value ($000) $313 Shares 3,278 Est. Cost $74.61 Unrealized +5.5%
CATY CATHAY GEN BANCORP 0.0%
Value ($000) $308 Shares 7,618 Est. Cost $32.03 Unrealized 0.0%
DLN WISDOMTREE TR 0.0%
Value ($000) $308 Shares 3,430 Est. Cost $82.80 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $301 Shares 4,098 Est. Cost $70.32 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $300 Shares 1,203 Est. Cost $224.32 Unrealized
AETNA INC NEW 0.0%
Value ($000) $300 Shares 1,634 Est. Cost $183.60 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $291 Shares 1,602 Est. Cost $151.99 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $282 Shares 1 Est. Cost $165023.42 Unrealized +77.5%
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $281 Shares 5,990 Est. Cost $47.10 Unrealized
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value ($000) $278 Shares 12,000 Est. Cost $10.35 Unrealized +72.6%
TRMB TRIMBLE INC 0.0%
Value ($000) $276 Shares 8,407 Est. Cost $30.93 Unrealized +12.2%
PRAXAIR INC 0.0%
Value ($000) $274 Shares 1,731 Est. Cost $134.11 Unrealized
HARRIS CORP DEL 0.0%
Value ($000) $268 Shares 1,856 Est. Cost $111.51 Unrealized
ENCANA CORP 0.0%
Value ($000) $261 Shares 20,004 Est. Cost $13.32 Unrealized
DBEF DBX ETF TR 0.0%
Value ($000) $253 Shares 8,057 Est. Cost $29.61 Unrealized
KLIC KULICKE & SOFFA INDS INC 0.0%
Value ($000) $238 Shares 10,000 Est. Cost $20.80 Unrealized -0.4%
SIMO SILICON MOTION TECHNOLOGY CO 0.0%
Value ($000) $233 Shares 4,401 Est. Cost $52.94 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $231 Shares 1,517 Est. Cost $140.58 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $228 Shares 765 Est. Cost $253.46 Unrealized +8.2%
IJS ISHARES TR 0.0%
Value ($000) $227 Shares 1,391 Est. Cost $163.19 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $227 Shares 16,689 Est. Cost $1899.49 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $224 Shares 1,926 Est. Cost $35.30 Unrealized +21.0%
AAON AAON INC 0.0%
Value ($000) $224 Shares 6,749 Est. Cost $21.00 Unrealized 0.0%
DISCOVER FINL SVCS 0.0%
Value ($000) $223 Shares 3,161 Est. Cost $72.15 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $220 Shares 3,145 Est. Cost $39.78 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $219 Shares 2,747 Est. Cost $63.84 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $219 Shares 1,726 Est. Cost $115.49 Unrealized +10.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $219 Shares 1,313 Est. Cost $29.90 Unrealized +11.7%
IWD ISHARES TR 0.0%
Value ($000) $216 Shares 1,782 Est. Cost $118.97 Unrealized
CACC CREDIT ACCEP CORP MICH 0.0%
Value ($000) $212 Shares 600 Est. Cost $343.23 Unrealized 0.0%
PCG PG&E CORP 0.0%
Value ($000) $210 Shares 4,923 Est. Cost $53.20 Unrealized -19.4%
DHI D R HORTON INC 0.0%
Value ($000) $208 Shares 5,070 Est. Cost $42.78 Unrealized -7.3%
DOWDUPONT INC 0.0%
Value ($000) $206 Shares 3,126 Est. Cost $63.81 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $206 Shares 17,137 Est. Cost $4408.39 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $203 Shares 1,196 Est. Cost $82.04 Unrealized +72.5%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $201 Shares 3,780 Est. Cost $41.50 Unrealized
VIRNETX HLDG CORP 0.0%
Value ($000) $163 Shares 47,834 Est. Cost $3056.32 Unrealized
AMPIO PHARMACEUTICALS INC 0.0%
Value ($000) $27 Shares 12,256 Est. Cost $2.20 Unrealized
GLOBALSTAR INC 0.0%
Value ($000) $20 Shares 40,550 Est. Cost $0.49 Unrealized