Baker Avenue Asset Management, LP Diversified Active

CIK: 0001432529 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 14, 2019

Total Value ($000): $1,239,444 (100.0% shares, 0.0% debt)

Holdings (235)

VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 6.2%
Value ($000) $76,963 Shares 512,779 Est. Cost $116.34 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 4.9%
Value ($000) $60,654 Shares 730,157 Est. Cost $81.34 Unrealized
IVV ISHARES S&P 500 INDEX 4.9%
Value ($000) $60,574 Shares 205,510 Est. Cost $256.61 Unrealized
AGG ISHARES AGGREGATE BOND ETF 4.6%
Value ($000) $56,842 Shares 510,483 Est. Cost $110.08 Unrealized
SSD SIMPSON MANUFACTURING CO INC 4.4%
Value ($000) $54,418 Shares 818,810 Est. Cost $54.19 Unrealized +10.9%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 3.7%
Value ($000) $45,338 Shares 1,554,276 Est. Cost $36.53 Unrealized
IVE ISHARES S&P 500 VALUE ETF 3.0%
Value ($000) $37,511 Shares 321,793 Est. Cost $106.97 Unrealized
VV VANGUARD LARGE CAP 3.0%
Value ($000) $37,427 Shares 277,816 Est. Cost $116.95 Unrealized
SDY SPDR SER TR S&P DIVID ETF 2.4%
Value ($000) $29,456 Shares 291,992 Est. Cost $92.25 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 2.3%
Value ($000) $28,124 Shares 178,747 Est. Cost $136.01 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 1.9%
Value ($000) $23,347 Shares 255,251 Est. Cost $72.58 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.8%
Value ($000) $22,898 Shares 538,397 Est. Cost $42.06 Unrealized
MSFT MICROSOFT 1.8%
Value ($000) $22,543 Shares 168,286 Est. Cost $44.48 Unrealized +168.7%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.7%
Value ($000) $21,354 Shares 511,967 Est. Cost $38.23 Unrealized
IWV ISHARES TRUST RUSSELL 3000 INDEX FD 1.6%
Value ($000) $19,405 Shares 112,587 Est. Cost $132.44 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 1.5%
Value ($000) $19,032 Shares 373,258 Est. Cost $46.88 Unrealized
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 1.4%
Value ($000) $16,927 Shares 142,012 Est. Cost $95.51 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 1.3%
Value ($000) $15,648 Shares 193,740 Est. Cost $69.98 Unrealized
IGV ISHARES S&P NORTH AMER TECH-SOFTWARE 1.2%
Value ($000) $15,399 Shares 70,489 Est. Cost $210.81 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $14,514 Shares 73,334 Est. Cost $33.66 Unrealized +38.5%
EFA ISHARES MSCI EAFE ETF 1.1%
Value ($000) $13,315 Shares 202,586 Est. Cost $64.71 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 1.0%
Value ($000) $12,860 Shares 108,434 Est. Cost $78.99 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 1.0%
Value ($000) $12,759 Shares 334,016 Est. Cost $35.81 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.0%
Value ($000) $12,289 Shares 79,034 Est. Cost $133.05 Unrealized
EFV ISHARES MSCI EAFE VALUE INDEX ETF 1.0%
Value ($000) $11,866 Shares 246,850 Est. Cost $49.46 Unrealized
VB VANGUARD SMALL CAP ETF 0.9%
Value ($000) $11,398 Shares 72,758 Est. Cost $141.65 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.9%
Value ($000) $11,350 Shares 104,037 Est. Cost $122.41 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.8%
Value ($000) $10,496 Shares 213,248 Est. Cost $46.77 Unrealized
SCHW CHARLES SCHWAB CORP 0.8%
Value ($000) $10,483 Shares 260,857 Est. Cost $27.78 Unrealized +42.8%
IBM INTL BUSINESS MACHINES 0.8%
Value ($000) $10,335 Shares 74,951 Est. Cost $97.01 Unrealized +1.7%
XLF FINANCIAL SELECT SECTOR SPDR 0.8%
Value ($000) $10,039 Shares 363,755 Est. Cost $22.61 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.8%
Value ($000) $9,620 Shares 110,069 Est. Cost $85.40 Unrealized
RSPM INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF 0.8%
Value ($000) $9,420 Shares 85,929 Est. Cost $106.57 Unrealized
FLOT ISHARES MSCI FLOATING RATE NOT E FUNDING ETF 0.7%
Value ($000) $9,136 Shares 179,389 Est. Cost $50.58 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.7%
Value ($000) $9,019 Shares 170,601 Est. Cost $47.54 Unrealized
PGF POWERSHARES FINANCIAL PREFERRED ETF 0.7%
Value ($000) $8,613 Shares 467,608 Est. Cost $18.39 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.7%
Value ($000) $8,565 Shares 75,610 Est. Cost $115.03 Unrealized
AMZN AMAZON.COM INC 0.7%
Value ($000) $8,237 Shares 4,350 Est. Cost $34.35 Unrealized +171.2%
XLV HEALTH CARE SELECT SECTOR SPDR 0.6%
Value ($000) $8,022 Shares 86,600 Est. Cost $76.73 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.6%
Value ($000) $7,878 Shares 75,817 Est. Cost $86.89 Unrealized
XHB SPDR S&P HOMEBUILDERETF 0.6%
Value ($000) $7,750 Shares 185,957 Est. Cost $32.52 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.6%
Value ($000) $7,694 Shares 88,255 Est. Cost $87.62 Unrealized
HON HONEYWELL INTL INC 0.6%
Value ($000) $7,680 Shares 43,994 Est. Cost $84.00 Unrealized +65.1%
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.6%
Value ($000) $7,404 Shares 128,990 Est. Cost $53.63 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.6%
Value ($000) $7,245 Shares 113,727 Est. Cost $67.35 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.6%
Value ($000) $7,236 Shares 96,282 Est. Cost $58.73 Unrealized
AMAT APPLIED MATLS INC COM 0.6%
Value ($000) $7,219 Shares 160,758 Est. Cost $22.17 Unrealized +77.5%
DIS DISNEY WALT CO COM DISNEY 0.6%
Value ($000) $7,023 Shares 50,295 Est. Cost $94.96 Unrealized +34.8%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.6%
Value ($000) $6,853 Shares 203,119 Est. Cost $31.95 Unrealized
AMGN AMGEN INC 0.5%
Value ($000) $6,667 Shares 36,179 Est. Cost $106.89 Unrealized +36.8%
NOC NORTHROP GRUMMAN CORP COM 0.5%
Value ($000) $6,582 Shares 20,371 Est. Cost $209.12 Unrealized +27.8%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.5%
Value ($000) $6,570 Shares 51,647 Est. Cost $108.38 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.5%
Value ($000) $6,376 Shares 116,820 Est. Cost $57.68 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 0.5%
Value ($000) $6,262 Shares 113,816 Est. Cost $55.02 Unrealized
ABBV ABBVIE INC COM 0.5%
Value ($000) $6,160 Shares 84,714 Est. Cost $59.52 Unrealized -0.2%
STZ CONSTELLATION BRANDS INC CL A 0.5%
Value ($000) $5,909 Shares 30,004 Est. Cost $152.99 Unrealized +14.5%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.5%
Value ($000) $5,857 Shares 84,439 Est. Cost $65.30 Unrealized
BSV VANGUARD SHORT TERM BOND 0.5%
Value ($000) $5,812 Shares 72,181 Est. Cost $79.46 Unrealized
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 0.5%
Value ($000) $5,770 Shares 132,197 Est. Cost $43.15 Unrealized
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $5,598 Shares 50,075 Est. Cost $50.13 Unrealized +83.5%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.4%
Value ($000) $5,240 Shares 103,917 Est. Cost $49.87 Unrealized
IHI ISHARES TR DOW JONES US MEDICAL DEVICES INDEX 0.4%
Value ($000) $5,176 Shares 21,506 Est. Cost $111.91 Unrealized
GM GENERAL MOTORS CORP 0.4%
Value ($000) $4,846 Shares 125,786 Est. Cost $28.49 Unrealized +21.9%
SONY SONY CORP SPONSORED ADR 0.4%
Value ($000) $4,788 Shares 91,402 Est. Cost $18.62 Unrealized
SJNK SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETF 0.4%
Value ($000) $4,744 Shares 174,245 Est. Cost $26.15 Unrealized
STIP ISHARES 0-5 YR TIPS BOND ETF 0.4%
Value ($000) $4,715 Shares 46,886 Est. Cost $98.20 Unrealized
ACWI ISHARES TR MSCI ACWIINDEX FD 0.4%
Value ($000) $4,640 Shares 62,956 Est. Cost $58.55 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $4,381 Shares 57,183 Est. Cost $52.66 Unrealized +8.0%
ETN EATON CORP PLC SHS 0.3%
Value ($000) $4,224 Shares 50,725 Est. Cost $69.87 Unrealized +2.2%
FTI FMC TECHNOLOGIES INC 0.3%
Value ($000) $4,095 Shares 157,875 Est. Cost $18.47 Unrealized -10.1%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $3,959 Shares 38,340 Est. Cost $88.44 Unrealized -9.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.3%
Value ($000) $3,871 Shares 22,849 Est. Cost $158.02 Unrealized
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $3,737 Shares 30,281 Est. Cost $94.36 Unrealized +13.9%
GLW CORNING INC COM 0.3%
Value ($000) $3,670 Shares 110,456 Est. Cost $16.40 Unrealized +62.3%
SUNPOWER CORP 0.3%
Value ($000) $3,394 Shares 317,516 Est. Cost $7.46 Unrealized
GOOGL GOOGLE INC 0.3%
Value ($000) $3,289 Shares 3,038 Est. Cost $50.72 Unrealized +13.3%
DLS WISDOMTREE INTL SMALLCAP DIVIDEND 0.3%
Value ($000) $3,286 Shares 50,542 Est. Cost $65.80 Unrealized
WY WEYERHAEUSER CO 0.3%
Value ($000) $3,281 Shares 124,570 Est. Cost $20.93 Unrealized -5.8%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $3,161 Shares 2,925 Est. Cost $32.47 Unrealized +76.3%
XLB MATERIALS SELECT SECTOR SPDR 0.2%
Value ($000) $3,023 Shares 51,687 Est. Cost $54.22 Unrealized
URI UNITED RENTALS INC 0.2%
Value ($000) $2,997 Shares 22,602 Est. Cost $119.60 Unrealized +2.8%
GLNG GOLAR LNG LTD SHS ISIN BMG9456A1009 0.2%
Value ($000) $2,897 Shares 156,766 Est. Cost $21.36 Unrealized -19.7%
TGT TARGET CORP COM 0.2%
Value ($000) $2,757 Shares 31,837 Est. Cost $54.01 Unrealized +25.4%
GREENLANE HLDGS INC CL A 0.2%
Value ($000) $2,468 Shares 257,352 Est. Cost $9.59 Unrealized
CAT CATERPILLAR INC DEL COM 0.2%
Value ($000) $2,324 Shares 17,055 Est. Cost $107.89 Unrealized +6.3%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.2%
Value ($000) $2,297 Shares 29,444 Est. Cost $52.03 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $2,294 Shares 27,367 Est. Cost $41.77 Unrealized +48.8%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $2,234 Shares 7,627 Est. Cost $291.89 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $2,193 Shares 17,627 Est. Cost $69.41 Unrealized +30.0%
AVGO AVAGO TECHNOLOGIES LTD 0.2%
Value ($000) $2,168 Shares 7,534 Est. Cost $19.76 Unrealized +23.4%
INGERSOLL-RAND PLC SHS 0.2%
Value ($000) $2,158 Shares 17,042 Est. Cost $84.40 Unrealized
SDG ISHARES MSCI GLOBAL IMPACT ETF 0.2%
Value ($000) $2,058 Shares 35,685 Est. Cost $57.67 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV 0.2%
Value ($000) $2,051 Shares 52,578 Est. Cost $33.96 Unrealized
HESS CORP COM 0.2%
Value ($000) $1,959 Shares 30,831 Est. Cost $60.21 Unrealized
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $1,840 Shares 7,542 Est. Cost $171.78 Unrealized +25.4%
ECL ECOLAB INC COM 0.1%
Value ($000) $1,781 Shares 9,022 Est. Cost $116.57 Unrealized +48.6%
AFL AFLAC INC COM 0.1%
Value ($000) $1,746 Shares 31,868 Est. Cost $32.31 Unrealized +36.4%
ON ON SEMICONDUCTOR CORP COM 0.1%
Value ($000) $1,743 Shares 86,278 Est. Cost $15.05 Unrealized +37.3%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,737 Shares 17,216 Est. Cost $65.65 Unrealized +42.4%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $1,733 Shares 14,241 Est. Cost $90.75 Unrealized +9.1%
FEX FIRST TR LARGE CAP CORE ALPHADEX FD COMSHS 0.1%
Value ($000) $1,719 Shares 28,070 Est. Cost $35.36 Unrealized
XBI SPDR BIOTECH ETF 0.1%
Value ($000) $1,719 Shares 19,602 Est. Cost $62.63 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,713 Shares 31,310 Est. Cost $36.91 Unrealized +22.4%
XYL XYLEM INC 0.1%
Value ($000) $1,691 Shares 20,228 Est. Cost $39.82 Unrealized +84.8%
MARVELL TECHNOLOGY GROUP LTD 0.1%
Value ($000) $1,674 Shares 70,159 Est. Cost $18.48 Unrealized
HD HOME DEPOT 0.1%
Value ($000) $1,671 Shares 8,039 Est. Cost $154.95 Unrealized +9.4%
PAYX PAYCHEX INC 0.1%
Value ($000) $1,670 Shares 20,299 Est. Cost $52.89 Unrealized +31.5%
FCX FREEPORT MCMORAN COPPER 0.1%
Value ($000) $1,611 Shares 138,770 Est. Cost $11.21 Unrealized -4.2%
IDXX IDEXX LABS INC 0.1%
Value ($000) $1,599 Shares 5,808 Est. Cost $207.18 Unrealized +18.9%
XLG RYDEX RUSSELL TOP 50 ETF 0.1%
Value ($000) $1,561 Shares 7,440 Est. Cost $192.62 Unrealized
PRNT THE 3D PRINTING ETF 0.1%
Value ($000) $1,521 Shares 64,159 Est. Cost $23.71 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,513 Shares 5,725 Est. Cost $133.92 Unrealized +69.2%
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.1%
Value ($000) $1,505 Shares 32,196 Est. Cost $47.47 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $1,500 Shares 13,109 Est. Cost $83.98 Unrealized +31.7%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $1,469 Shares 13,400 Est. Cost $72.93 Unrealized +24.1%
VMC VULCAN MATLS CO COM 0.1%
Value ($000) $1,459 Shares 10,631 Est. Cost $110.20 Unrealized +9.4%
NVDA NVIDIA CORP 0.1%
Value ($000) $1,450 Shares 8,830 Est. Cost $2.72 Unrealized +51.5%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $1,437 Shares 96,231 Est. Cost $8.66 Unrealized +29.6%
PFE PFIZER INC COM 0.1%
Value ($000) $1,363 Shares 31,486 Est. Cost $21.54 Unrealized +35.7%
CREE INC 0.1%
Value ($000) $1,346 Shares 23,959 Est. Cost $42.79 Unrealized
VRTX VERTEX PHARMACEUTICALS IN 0.1%
Value ($000) $1,315 Shares 7,176 Est. Cost $184.37 Unrealized -5.2%
GTLS CHART INDUSTRIES INC 0.1%
Value ($000) $1,311 Shares 17,059 Est. Cost $76.72 Unrealized +7.0%
MINT PIMCO ENHANCED SHORT MATURITY ETF 0.1%
Value ($000) $1,192 Shares 11,716 Est. Cost $101.64 Unrealized
NEAR ISHARES SHORT MATURITY BOND ETF 0.1%
Value ($000) $1,164 Shares 23,137 Est. Cost $50.18 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.1%
Value ($000) $1,138 Shares 21,307 Est. Cost $77.45 Unrealized
IWC ISHARES RUSSELL MICROCAP INDEX 0.1%
Value ($000) $1,134 Shares 12,177 Est. Cost $96.41 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.1%
Value ($000) $1,129 Shares 9,373 Est. Cost $106.92 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $1,129 Shares 19,264 Est. Cost $60.72 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $1,120 Shares 14,736 Est. Cost $43.94 Unrealized +42.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $1,098 Shares 5,155 Est. Cost $171.90 Unrealized +20.4%
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.1%
Value ($000) $1,085 Shares 3,061 Est. Cost $225.51 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $1,085 Shares 3,900 Est. Cost $259.54 Unrealized -2.6%
ALLERGAN PLC SHS 0.1%
Value ($000) $1,080 Shares 6,453 Est. Cost $148.16 Unrealized
QQQ POWERSHARES QQQ TR 0.1%
Value ($000) $1,074 Shares 5,753 Est. Cost $171.65 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $1,057 Shares 15,097 Est. Cost $44.67 Unrealized +18.4%
DHR DANAHER CORP 0.1%
Value ($000) $1,016 Shares 7,109 Est. Cost $87.89 Unrealized +30.8%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $990 Shares 7,585 Est. Cost $99.13 Unrealized
GRUBHUB INC COM 0.1%
Value ($000) $987 Shares 12,668 Est. Cost $77.91 Unrealized
SRLN SPDR BLACKSTONE/ GSO SENIOR LOAN ETF 0.1%
Value ($000) $982 Shares 21,254 Est. Cost $46.94 Unrealized
HUN HUNTSMAN CORP 0.1%
Value ($000) $954 Shares 46,698 Est. Cost $26.49 Unrealized -20.8%
INTC INTEL CORP COM 0.1%
Value ($000) $937 Shares 19,590 Est. Cost $30.03 Unrealized +43.5%
DSI ISHARES TR KLD 400 SOCIAL INDEX FD 0.1%
Value ($000) $924 Shares 8,450 Est. Cost $94.47 Unrealized
GLOB GLOBANT S A COM 0.1%
Value ($000) $919 Shares 9,097 Est. Cost $34.66 Unrealized +151.5%
CROX CROCS INC 0.1%
Value ($000) $917 Shares 46,439 Est. Cost $23.16 Unrealized 0.0%
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 0.1%
Value ($000) $890 Shares 11,037 Est. Cost $79.68 Unrealized
CIEN CIENA CORP 0.1%
Value ($000) $863 Shares 20,995 Est. Cost $25.69 Unrealized +49.8%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $855 Shares 6,145 Est. Cost $73.49 Unrealized +56.2%
SPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF 0.1%
Value ($000) $844 Shares 31,000 Est. Cost $32.32 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $826 Shares 3,982 Est. Cost $127.75 Unrealized +32.9%
ESGE ISHARES MSCI EM ESG SELECT ETF 0.1%
Value ($000) $825 Shares 24,290 Est. Cost $44.08 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $814 Shares 11,516 Est. Cost $59.27 Unrealized +0.5%
FND FLOOR & DECOR HLDGS INC CL A 0.1%
Value ($000) $809 Shares 19,319 Est. Cost $46.11 Unrealized -9.4%
NBIS YANDEX N.V. COM CL A 0.1%
Value ($000) $799 Shares 21,035 Est. Cost $20.05 Unrealized
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $787 Shares 6,052 Est. Cost $129.37 Unrealized
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.1%
Value ($000) $750 Shares 11,664 Est. Cost $63.34 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.1%
Value ($000) $746 Shares 9,541 Est. Cost $94.39 Unrealized
IYC ISHARES DJ US CONSUMER SERVICES 0.1%
Value ($000) $745 Shares 3,422 Est. Cost $158.37 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $730 Shares 4,074 Est. Cost $137.64 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $724 Shares 16,888 Est. Cost $36.46 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value ($000) $713 Shares 3,100 Est. Cost $196.62 Unrealized +5.1%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $664 Shares 10,606 Est. Cost $52.62 Unrealized
TFI SPDR MUNICIPAL BOND ETF 0.1%
Value ($000) $646 Shares 12,885 Est. Cost $49.01 Unrealized
ORCL ORACLE CORPORATION 0.1%
Value ($000) $642 Shares 11,277 Est. Cost $41.36 Unrealized +18.9%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $601 Shares 5,520 Est. Cost $79.50 Unrealized +2.1%
GROUPON INC COM 0.0%
Value ($000) $595 Shares 166,400 Est. Cost $3.91 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $567 Shares 4,581 Est. Cost $111.89 Unrealized +8.3%
FTA FIRST TR LARGE CAP VALUE OPPORTUNITIES ALPHADEX FD COM SHS 0.0%
Value ($000) $558 Shares 10,720 Est. Cost $47.78 Unrealized
DJP IPATH DJ-UBS COMMODITY TOTAL RETURN ETN 0.0%
Value ($000) $554 Shares 24,943 Est. Cost $24.73 Unrealized
T AT&T INC COM 0.0%
Value ($000) $549 Shares 16,389 Est. Cost $15.08 Unrealized -0.0%
FRDM FREEDOM 100 EMERGING MARKETS ETF 0.0%
Value ($000) $533 Shares 20,000 Est. Cost $26.65 Unrealized
SUSA ISHARES KLD SEL SOC FD 0.0%
Value ($000) $528 Shares 4,339 Est. Cost $89.29 Unrealized
RRC RANGE RESOURCES CORP 0.0%
Value ($000) $510 Shares 73,200 Est. Cost $19.36 Unrealized -55.1%
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $507 Shares 44,825 Est. Cost $10.45 Unrealized
PI IMPINJ INC COM 0.0%
Value ($000) $503 Shares 17,595 Est. Cost $16.93 Unrealized +44.2%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $502 Shares 821 Est. Cost $398.69 Unrealized +39.6%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $471 Shares 8,751 Est. Cost $34.88 Unrealized +26.4%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $451 Shares 6,800 Est. Cost $61.19 Unrealized -4.8%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.0%
Value ($000) $451 Shares 27,606 Est. Cost $18.45 Unrealized
L-3 COMMUNICATIONS HLDGS INC 0.0%
Value ($000) $444 Shares 1,814 Est. Cost $191.96 Unrealized
PDP POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO 0.0%
Value ($000) $440 Shares 7,310 Est. Cost $55.45 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $436 Shares 2,261 Est. Cost $167.17 Unrealized +8.5%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $431 Shares 3,750 Est. Cost $98.56 Unrealized
LQD ISHARES IBOXX CORPORATE BOND ETF 0.0%
Value ($000) $420 Shares 3,385 Est. Cost $119.47 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $413 Shares 2,593 Est. Cost $135.68 Unrealized
CALLON PETROLEUM CORP 0.0%
Value ($000) $407 Shares 61,784 Est. Cost $10.74 Unrealized
FATE FATE THERAPEUTICS INC COM 0.0%
Value ($000) $406 Shares 20,000 Est. Cost $15.78 Unrealized +14.2%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $406 Shares 4,075 Est. Cost $42.52 Unrealized +102.9%
NYF ISHARES NEW YORK MUNI BOND ETF 0.0%
Value ($000) $404 Shares 7,130 Est. Cost $55.82 Unrealized
PGX POWERSHARES GLOBAL PREFERRED ETF 0.0%
Value ($000) $398 Shares 27,210 Est. Cost $14.63 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $391 Shares 1,921 Est. Cost $26.97 Unrealized +38.7%
KO COCA COLA CO COM 0.0%
Value ($000) $391 Shares 7,685 Est. Cost $34.13 Unrealized +17.0%
SAGE THERAPEUTICS INC COM 0.0%
Value ($000) $384 Shares 2,100 Est. Cost $159.00 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH INDEX 0.0%
Value ($000) $377 Shares 1,877 Est. Cost $159.34 Unrealized
ITUB ITAU UNIBANCO HLDG SA SPON ADR REP PFD 0.0%
Value ($000) $375 Shares 39,828 Est. Cost $10.40 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $361 Shares 4,430 Est. Cost $45.60 Unrealized +10.7%
SNAP SNAP INC CL A 0.0%
Value ($000) $357 Shares 25,000 Est. Cost $12.23 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $349 Shares 1,297 Est. Cost $261.73 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE ETF 0.0%
Value ($000) $349 Shares 2,350 Est. Cost $148.18 Unrealized
ITOT ISHARES TR S&P 1500 INDEX FD 0.0%
Value ($000) $347 Shares 5,220 Est. Cost $63.31 Unrealized
EXI ISHARES GLBL INDSTRLS INDX FD 0.0%
Value ($000) $342 Shares 3,743 Est. Cost $87.80 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $337 Shares 917 Est. Cost $205.77 Unrealized +53.4%
DIREXION DAILY S&P OIL SERVICES BULL 3X SHARES 0.0%
Value ($000) $315 Shares 44,800 Est. Cost $8.81 Unrealized
TNA DIREXION SHS ETF TR SMALL CAP BULL 3X SHS 0.0%
Value ($000) $311 Shares 5,000 Est. Cost $62.20 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $310 Shares 1,510 Est. Cost $154.79 Unrealized +14.9%
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $301 Shares 15,540 Est. Cost $19.37 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $299 Shares 5,716 Est. Cost $30.89 Unrealized +26.1%
ICSH ISHARES LIQUIDITY INCOME ETF 0.0%
Value ($000) $298 Shares 5,930 Est. Cost $50.06 Unrealized
KRE KBW REGIONAL BANKINGETF 0.0%
Value ($000) $296 Shares 5,540 Est. Cost $51.26 Unrealized
SF STIFEL FINANCIAL CP 0.0%
Value ($000) $295 Shares 5,006 Est. Cost $30.49 Unrealized +12.7%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.0%
Value ($000) $295 Shares 1,818 Est. Cost $129.43 Unrealized
FFTY INNOVATOR IBD 50 ETF 0.0%
Value ($000) $292 Shares 8,530 Est. Cost $27.62 Unrealized
MYLAN N V SHS EURO 0.0%
Value ($000) $290 Shares 15,235 Est. Cost $28.29 Unrealized
NFLX NETFLIX COM INC 0.0%
Value ($000) $287 Shares 782 Est. Cost $34.71 Unrealized +3.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $277 Shares 3,314 Est. Cost $46.37 Unrealized +46.5%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $265 Shares 3,425 Est. Cost $55.48 Unrealized
FR FIRST INDL RLTY TR INC 0.0%
Value ($000) $259 Shares 7,067 Est. Cost $33.39 Unrealized
TILRAY INC COM CL 2 0.0%
Value ($000) $256 Shares 5,500 Est. Cost $46.55 Unrealized
ISHARES GOLD TRUST ETF 0.0%
Value ($000) $255 Shares 18,923 Est. Cost $11.49 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $250 Shares 3,488 Est. Cost $53.85 Unrealized +13.0%
RWR SPDR DJ WILSHIRE REIT (ETF) 0.0%
Value ($000) $248 Shares 2,516 Est. Cost $98.57 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $240 Shares 5,593 Est. Cost $38.46 Unrealized 0.0%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $237 Shares 22,592 Est. Cost $16.76 Unrealized
MSGS MADISON SQUARE GARDEN CO NEW CL A 0.0%
Value ($000) $237 Shares 847 Est. Cost $189.97 Unrealized +12.1%
ABT ABBOTT LABS COM 0.0%
Value ($000) $230 Shares 2,735 Est. Cost $55.82 Unrealized +25.8%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $229 Shares 3,895 Est. Cost $59.55 Unrealized
FNX FIRST TR MID CAP CORE ALPHADEX FD 0.0%
Value ($000) $228 Shares 3,320 Est. Cost $66.87 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $224 Shares 2,814 Est. Cost $45.33 Unrealized +55.0%
XILINX INC 0.0%
Value ($000) $220 Shares 1,870 Est. Cost $126.74 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $219 Shares 603 Est. Cost $279.77 Unrealized 0.0%
PIMCO NEW YORK MUN FD II COM 0.0%
Value ($000) $212 Shares 18,283 Est. Cost $11.97 Unrealized
NUVEEN NEW YORK QLT MUN INC FD COM 0.0%
Value ($000) $202 Shares 14,604 Est. Cost $13.35 Unrealized
MGNX MACROGENICS INC COM 0.0%
Value ($000) $169 Shares 10,000 Est. Cost $17.29 Unrealized -0.6%
SIRIUS XM RADIO INC 0.0%
Value ($000) $148 Shares 26,684 Est. Cost $5.66 Unrealized
CITIUS PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $83 Shares 84,878 Est. Cost $1.41 Unrealized
SRNE SORRENTO THERAPEUTICS INC COM NEW 0.0%
Value ($000) $26 Shares 10,000 Est. Cost $2.62 Unrealized +37.2%