Baker Avenue Asset Management, LP Diversified Active

CIK: 0001432529 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 12, 2020

Total Value ($000): $1,213,411 (100.0% shares, 0.0% debt)

Holdings (233)

BND VANGUARD TOTAL BOND MARKET ETF 6.6%
Value ($000) $79,689 Shares 902,066 Est. Cost $82.63 Unrealized
AGG ISHARES AGGREGATE BOND ETF 5.1%
Value ($000) $61,893 Shares 523,585 Est. Cost $110.30 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 4.2%
Value ($000) $51,099 Shares 1,655,839 Est. Cost $36.10 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 4.1%
Value ($000) $49,353 Shares 315,297 Est. Cost $121.66 Unrealized
RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT 3.8%
Value ($000) $45,926 Shares 451,321 Est. Cost $101.81 Unrealized
VB VANGUARD SMALL CAP ETF 3.0%
Value ($000) $36,602 Shares 251,183 Est. Cost $145.62 Unrealized
AAPL APPLE INC 2.8%
Value ($000) $33,626 Shares 92,176 Est. Cost $54.76 Unrealized +37.1%
VV VANGUARD LARGE CAP 2.6%
Value ($000) $31,320 Shares 219,020 Est. Cost $124.75 Unrealized
IVV ISHARES S&P 500 INDEX 2.5%
Value ($000) $30,675 Shares 99,050 Est. Cost $265.19 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 2.5%
Value ($000) $29,878 Shares 981,868 Est. Cost $28.79 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 2.4%
Value ($000) $29,409 Shares 306,597 Est. Cost $77.76 Unrealized
EFA ISHARES MSCI EAFE ETF 2.1%
Value ($000) $25,089 Shares 412,177 Est. Cost $62.60 Unrealized
MSFT MICROSOFT 1.9%
Value ($000) $22,995 Shares 112,993 Est. Cost $44.48 Unrealized +289.1%
VEU VANGUARD FTSE ALL-WORLD EX-US 1.7%
Value ($000) $20,606 Shares 432,799 Est. Cost $47.74 Unrealized
IVE ISHARES S&P 500 VALUE ETF 1.7%
Value ($000) $20,383 Shares 188,367 Est. Cost $107.72 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 1.6%
Value ($000) $19,590 Shares 235,709 Est. Cost $76.47 Unrealized
UPS UNITED PARCEL SERVICE INC 1.6%
Value ($000) $19,047 Shares 171,314 Est. Cost $81.70 Unrealized -2.4%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 1.5%
Value ($000) $18,781 Shares 347,535 Est. Cost $49.71 Unrealized
ETFMG PRIME MOBILE PAYMENTS ETF 1.5%
Value ($000) $18,498 Shares 377,197 Est. Cost $49.04 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.5%
Value ($000) $18,389 Shares 474,075 Est. Cost $38.44 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP ETF 1.5%
Value ($000) $18,124 Shares 338,000 Est. Cost $53.66 Unrealized
HD HOME DEPOT 1.5%
Value ($000) $17,831 Shares 71,179 Est. Cost $194.88 Unrealized +2.5%
ERIC ERICSSON ADR B SEK 10 1.4%
Value ($000) $16,989 Shares 1,826,751 Est. Cost $9.18 Unrealized
ABBV ABBVIE INC COM 1.4%
Value ($000) $16,580 Shares 168,878 Est. Cost $64.95 Unrealized +8.5%
JPM JPMORGAN CHASE & CO COM 1.3%
Value ($000) $15,969 Shares 169,778 Est. Cost $74.87 Unrealized +9.2%
PH PARKER HANNIFIN CORP COM 1.2%
Value ($000) $15,134 Shares 82,579 Est. Cost $149.40 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.2%
Value ($000) $14,179 Shares 73,866 Est. Cost $140.64 Unrealized
TGT TARGET CORP COM 1.1%
Value ($000) $12,993 Shares 108,340 Est. Cost $91.19 Unrealized +7.7%
FPXI FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF 1.1%
Value ($000) $12,880 Shares 253,953 Est. Cost $50.72 Unrealized
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 1.0%
Value ($000) $12,628 Shares 98,881 Est. Cost $105.13 Unrealized
VMC VULCAN MATLS CO COM 1.0%
Value ($000) $12,413 Shares 107,145 Est. Cost $104.82 Unrealized -0.3%
MRSH MARSH & MCLENNAN COS INC COM 1.0%
Value ($000) $12,362 Shares 115,135 Est. Cost $92.61 Unrealized +0.4%
XPO XPO LOGISTICS INC COM 0.9%
Value ($000) $11,110 Shares 143,820 Est. Cost $23.95 Unrealized -0.1%
ABBNY ABB LTD SPONSORED ADR 0.9%
Value ($000) $10,521 Shares 466,352 Est. Cost $22.56 Unrealized
CSCO CISCO SYS INC 0.9%
Value ($000) $10,364 Shares 222,208 Est. Cost $37.00 Unrealized 0.0%
FRCB FIRST REPUBLIC BANK 0.8%
Value ($000) $9,924 Shares 93,628 Est. Cost $100.84 Unrealized 0.0%
AMZN AMAZON.COM INC 0.8%
Value ($000) $9,817 Shares 3,559 Est. Cost $36.46 Unrealized +231.3%
FLOT ISHARES MSCI FLOATING RATE NOT E FUNDING ETF 0.8%
Value ($000) $9,479 Shares 187,369 Est. Cost $50.55 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.8%
Value ($000) $9,454 Shares 86,558 Est. Cost $114.12 Unrealized
BSV VANGUARD SHORT TERM BOND 0.7%
Value ($000) $8,084 Shares 97,261 Est. Cost $80.43 Unrealized
AMAT APPLIED MATLS INC COM 0.7%
Value ($000) $7,979 Shares 132,001 Est. Cost $23.47 Unrealized +118.3%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.6%
Value ($000) $7,729 Shares 150,167 Est. Cost $50.30 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.6%
Value ($000) $7,497 Shares 101,176 Est. Cost $71.64 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.5%
Value ($000) $6,504 Shares 64,997 Est. Cost $80.05 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.5%
Value ($000) $6,124 Shares 86,300 Est. Cost $70.96 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.5%
Value ($000) $5,897 Shares 254,850 Est. Cost $22.78 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.5%
Value ($000) $5,762 Shares 42,156 Est. Cost $122.33 Unrealized
STIP ISHARES 0-5 YR TIPS BOND ETF 0.5%
Value ($000) $5,674 Shares 55,414 Est. Cost $98.72 Unrealized
GENERAL ELECTRIC CO COM 0.5%
Value ($000) $5,632 Shares 824,577 Est. Cost $7.24 Unrealized
FCX FREEPORT MCMORAN COPPER 0.5%
Value ($000) $5,597 Shares 483,786 Est. Cost $9.39 Unrealized -8.6%
IHI ISHARES TR DOW JONES US MEDICAL DEVICES INDEX 0.4%
Value ($000) $5,336 Shares 20,152 Est. Cost $122.70 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.4%
Value ($000) $5,276 Shares 46,847 Est. Cost $110.16 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.4%
Value ($000) $5,274 Shares 64,612 Est. Cost $81.94 Unrealized
AKAM AKAMAI TECH 0.4%
Value ($000) $5,114 Shares 47,752 Est. Cost $100.53 Unrealized 0.0%
SCHW CHARLES SCHWAB CORP 0.4%
Value ($000) $5,095 Shares 151,000 Est. Cost $28.86 Unrealized +15.0%
AMGN AMGEN INC 0.4%
Value ($000) $5,026 Shares 21,310 Est. Cost $106.89 Unrealized +79.3%
LVS LAS VEGAS SANDS CORP 0.4%
Value ($000) $4,959 Shares 108,890 Est. Cost $44.86 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.4%
Value ($000) $4,925 Shares 64,993 Est. Cost $60.40 Unrealized 0.0%
LAM RESEARCH CORP 0.4%
Value ($000) $4,772 Shares 14,754 Est. Cost $321.20 Unrealized
GOOGL GOOGLE INC 0.4%
Value ($000) $4,654 Shares 3,282 Est. Cost $52.94 Unrealized +26.4%
BUNGE LIMITED F 0.4%
Value ($000) $4,522 Shares 109,951 Est. Cost $42.25 Unrealized
CCI CROWN CASTLE INTL CORP 0.4%
Value ($000) $4,423 Shares 26,432 Est. Cost $125.06 Unrealized 0.0%
OC OWENS CORNING 0.3%
Value ($000) $3,995 Shares 71,644 Est. Cost $46.62 Unrealized 0.0%
RSPT RYDEX ETF TR S&P EQUAL WEIGHT TECHNOLOGY ETF 0.3%
Value ($000) $3,843 Shares 19,298 Est. Cost $199.14 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.3%
Value ($000) $3,832 Shares 68,137 Est. Cost $53.42 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.3%
Value ($000) $3,710 Shares 21,863 Est. Cost $180.34 Unrealized -7.0%
FTI FMC TECHNOLOGIES INC 0.3%
Value ($000) $3,586 Shares 524,242 Est. Cost $5.72 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $3,575 Shares 14,806 Est. Cost $198.67 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.3%
Value ($000) $3,540 Shares 16,411 Est. Cost $158.75 Unrealized
TSCO TRACTOR SUPPLY CO 0.3%
Value ($000) $3,473 Shares 26,352 Est. Cost $20.01 Unrealized 0.0%
ESML ISHARES ESG MSCI USA SMALL-CAP ETF 0.3%
Value ($000) $3,330 Shares 132,816 Est. Cost $25.07 Unrealized
APH AMPHENOL CORP CL A 0.3%
Value ($000) $3,295 Shares 34,391 Est. Cost $21.17 Unrealized 0.0%
SUSL ISHARES ESG MSCI USA LEADERS ETF 0.3%
Value ($000) $3,281 Shares 60,645 Est. Cost $54.10 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $2,782 Shares 31,182 Est. Cost $72.70 Unrealized -4.0%
IJR ISHARES S&P SMALLCAP 600 ETF 0.2%
Value ($000) $2,673 Shares 39,142 Est. Cost $68.29 Unrealized
BAC BK OF AMERICA CORP COM 0.2%
Value ($000) $2,542 Shares 107,047 Est. Cost $27.50 Unrealized -25.2%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $2,523 Shares 1,785 Est. Cost $32.47 Unrealized +106.3%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $2,497 Shares 8,099 Est. Cost $274.61 Unrealized
LOW LOWES COS INC COM 0.2%
Value ($000) $2,348 Shares 17,374 Est. Cost $65.98 Unrealized +56.6%
TRMB TRIMBLE NAV LTD 0.2%
Value ($000) $2,155 Shares 49,906 Est. Cost $37.50 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.2%
Value ($000) $2,122 Shares 20,306 Est. Cost $71.72 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $2,121 Shares 5,584 Est. Cost $2.91 Unrealized +176.5%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $2,112 Shares 38,220 Est. Cost $47.89 Unrealized +2.3%
SVB FINL GROUP 0.2%
Value ($000) $2,055 Shares 9,536 Est. Cost $215.50 Unrealized
ABIOMED INC 0.2%
Value ($000) $2,042 Shares 8,455 Est. Cost $170.52 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $1,963 Shares 37,939 Est. Cost $53.52 Unrealized
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $1,876 Shares 10,766 Est. Cost $86.05 Unrealized +60.2%
FISV FISERV INC 0.1%
Value ($000) $1,794 Shares 18,376 Est. Cost $110.24 Unrealized -8.7%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $1,779 Shares 10,175 Est. Cost $142.90 Unrealized 0.0%
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $1,775 Shares 6,017 Est. Cost $175.47 Unrealized +48.8%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $1,767 Shares 23,624 Est. Cost $58.73 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,762 Shares 5,810 Est. Cost $193.84 Unrealized +44.0%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $1,721 Shares 34,767 Est. Cost $44.60 Unrealized 0.0%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $1,714 Shares 33,782 Est. Cost $50.43 Unrealized
CRM SALESFORCE COM 0.1%
Value ($000) $1,597 Shares 8,523 Est. Cost $166.47 Unrealized 0.0%
MARVELL TECHNOLOGY GROUP LTD 0.1%
Value ($000) $1,541 Shares 43,966 Est. Cost $18.48 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.1%
Value ($000) $1,525 Shares 16,720 Est. Cost $91.92 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $1,508 Shares 40,104 Est. Cost $35.81 Unrealized
VRTX VERTEX PHARMACEUTICALS IN 0.1%
Value ($000) $1,479 Shares 5,095 Est. Cost $183.85 Unrealized +47.5%
QQQ POWERSHARES QQQ TR 0.1%
Value ($000) $1,456 Shares 5,882 Est. Cost $247.53 Unrealized
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $1,454 Shares 8,441 Est. Cost $126.03 Unrealized 0.0%
JCI JOHNSON CTLS INC 0.1%
Value ($000) $1,403 Shares 41,088 Est. Cost $27.45 Unrealized 0.0%
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 0.1%
Value ($000) $1,398 Shares 16,907 Est. Cost $80.60 Unrealized
A AGILENT TECH INC 0.1%
Value ($000) $1,393 Shares 15,767 Est. Cost $78.89 Unrealized 0.0%
CI CIGNA CORP 0.1%
Value ($000) $1,292 Shares 6,887 Est. Cost $173.56 Unrealized 0.0%
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $1,256 Shares 27,620 Est. Cost $43.73 Unrealized
AYI ACUITY BRANDS INC 0.1%
Value ($000) $1,238 Shares 12,936 Est. Cost $86.44 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $1,183 Shares 38,078 Est. Cost $29.67 Unrealized +5.1%
APTIV PLC 0.1%
Value ($000) $1,170 Shares 15,019 Est. Cost $77.90 Unrealized
JETS U.S. GLOBAL JETS ETF 0.1%
Value ($000) $1,167 Shares 70,094 Est. Cost $16.22 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $1,166 Shares 10,452 Est. Cost $94.96 Unrealized +13.6%
WYNDHAM WORLDWIDE CORP 0.1%
Value ($000) $1,145 Shares 40,639 Est. Cost $28.17 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.1%
Value ($000) $1,127 Shares 14,352 Est. Cost $84.58 Unrealized
XLG RYDEX RUSSELL TOP 50 ETF 0.1%
Value ($000) $1,115 Shares 4,688 Est. Cost $200.02 Unrealized
SNAP SNAP INC CL A 0.1%
Value ($000) $1,100 Shares 46,814 Est. Cost $15.18 Unrealized +17.1%
SOHU SOHU.COM INC 0.1%
Value ($000) $1,098 Shares 119,222 Est. Cost $10.50 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $1,080 Shares 6,105 Est. Cost $87.89 Unrealized +59.3%
XBI SPDR BIOTECH ETF 0.1%
Value ($000) $1,067 Shares 9,527 Est. Cost $62.63 Unrealized
DBX DROPBOX INC CL A 0.1%
Value ($000) $1,067 Shares 49,009 Est. Cost $18.51 Unrealized +14.2%
SSO PROSHARES ULTRA S&P 500 0.1%
Value ($000) $1,063 Shares 8,495 Est. Cost $112.99 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.1%
Value ($000) $1,051 Shares 15,303 Est. Cost $68.68 Unrealized
DSI ISHARES TR KLD 400 SOCIAL INDEX FD 0.1%
Value ($000) $1,046 Shares 8,861 Est. Cost $103.35 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $1,019 Shares 13,404 Est. Cost $68.29 Unrealized 0.0%
ACWI ISHARES TR MSCI ACWIINDEX FD 0.1%
Value ($000) $1,011 Shares 13,712 Est. Cost $58.55 Unrealized
PGF POWERSHARES FINANCIAL PREFERRED ETF 0.1%
Value ($000) $982 Shares 54,850 Est. Cost $18.39 Unrealized
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.1%
Value ($000) $971 Shares 2,994 Est. Cost $233.00 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.1%
Value ($000) $968 Shares 17,685 Est. Cost $77.45 Unrealized
SUSA ISHARES KLD SEL SOC FD 0.1%
Value ($000) $948 Shares 7,085 Est. Cost $115.27 Unrealized
ARCC Ares Capital Corp 0.1%
Value ($000) $902 Shares 62,450 Est. Cost $10.31 Unrealized -23.4%
1LIFE HEALTHCARE INC COM 0.1%
Value ($000) $898 Shares 24,733 Est. Cost $18.14 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $885 Shares 14,784 Est. Cost $30.49 Unrealized +74.5%
HUN HUNTSMAN CORP 0.1%
Value ($000) $859 Shares 47,817 Est. Cost $25.44 Unrealized -34.0%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $826 Shares 8,673 Est. Cost $100.36 Unrealized -14.7%
ESGE ISHARES MSCI EM ESG SELECT ETF 0.1%
Value ($000) $789 Shares 24,597 Est. Cost $44.08 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $781 Shares 8,565 Est. Cost $43.94 Unrealized +61.5%
EXI ISHARES GLBL INDSTRLS INDX FD 0.1%
Value ($000) $781 Shares 9,357 Est. Cost $86.15 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $750 Shares 5,334 Est. Cost $74.88 Unrealized +65.9%
SUNPOWER CORP 0.1%
Value ($000) $744 Shares 97,105 Est. Cost $7.64 Unrealized
ENPH ENPHASE ENERGY INC COM USD0.00001 0.1%
Value ($000) $736 Shares 15,467 Est. Cost $47.79 Unrealized 0.0%
OBDC Owl Rock Capital Corporation 0.1%
Value ($000) $717 Shares 58,161 Est. Cost $7.69 Unrealized -14.2%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $707 Shares 23,329 Est. Cost $31.95 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $700 Shares 48,908 Est. Cost $11.71 Unrealized
TFI SPDR MUNICIPAL BOND ETF 0.1%
Value ($000) $680 Shares 13,169 Est. Cost $49.03 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $678 Shares 9,432 Est. Cost $52.62 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $673 Shares 9,990 Est. Cost $65.30 Unrealized
PROVENTION BIO INC COM 0.1%
Value ($000) $667 Shares 47,250 Est. Cost $14.89 Unrealized
CALIFORNIA BANCORP COM 0.1%
Value ($000) $667 Shares 44,750 Est. Cost $11.69 Unrealized
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.1%
Value ($000) $651 Shares 10,744 Est. Cost $63.62 Unrealized
IYC ISHARES DJ US CONSUMER SERVICES 0.1%
Value ($000) $636 Shares 2,904 Est. Cost $176.38 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $632 Shares 11,570 Est. Cost $59.27 Unrealized -23.8%
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value ($000) $620 Shares 3,000 Est. Cost $196.62 Unrealized -5.9%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.1%
Value ($000) $616 Shares 2,430 Est. Cost $179.93 Unrealized 0.0%
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD 0.1%
Value ($000) $609 Shares 129,828 Est. Cost $6.36 Unrealized
AVGO AVAGO TECHNOLOGIES LTD 0.0%
Value ($000) $597 Shares 1,891 Est. Cost $19.76 Unrealized +24.1%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $595 Shares 13,882 Est. Cost $42.86 Unrealized
XOP SPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF 0.0%
Value ($000) $583 Shares 11,175 Est. Cost $32.84 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $582 Shares 3,259 Est. Cost $172.65 Unrealized +5.8%
PGX POWERSHARES GLOBAL PREFERRED ETF 0.0%
Value ($000) $575 Shares 40,710 Est. Cost $14.75 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $569 Shares 17,409 Est. Cost $21.60 Unrealized +20.3%
V VISA INC 0.0%
Value ($000) $556 Shares 2,879 Est. Cost $171.16 Unrealized +2.6%
APACHE CORP COM 0.0%
Value ($000) $554 Shares 41,043 Est. Cost $13.50 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $548 Shares 17,576 Est. Cost $24.38 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $525 Shares 12,502 Est. Cost $47.16 Unrealized -30.2%
GTLS CHART INDUSTRIES INC 0.0%
Value ($000) $502 Shares 10,355 Est. Cost $76.72 Unrealized -52.2%
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $472 Shares 25,640 Est. Cost $18.86 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $469 Shares 2,066 Est. Cost $173.35 Unrealized +19.6%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $467 Shares 3,565 Est. Cost $78.99 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $463 Shares 11,680 Est. Cost $42.14 Unrealized
IPGP IPG PHOTONICS CORP COM 0.0%
Value ($000) $460 Shares 2,867 Est. Cost $142.40 Unrealized 0.0%
VRNS VARONIS SYS INC COM 0.0%
Value ($000) $456 Shares 5,152 Est. Cost $26.14 Unrealized -4.3%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $456 Shares 5,212 Est. Cost $69.99 Unrealized +6.8%
LQD ISHARES IBOXX CORPORATE BOND ETF 0.0%
Value ($000) $455 Shares 3,385 Est. Cost $120.68 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $454 Shares 8,870 Est. Cost $34.88 Unrealized +27.7%
GLU MOBILE INC 0.0%
Value ($000) $444 Shares 47,875 Est. Cost $5.56 Unrealized
PDP POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO 0.0%
Value ($000) $444 Shares 6,599 Est. Cost $55.45 Unrealized
FIVN FIVE9 INC COM 0.0%
Value ($000) $437 Shares 3,950 Est. Cost $97.33 Unrealized 0.0%
GLOB GLOBANT S A COM 0.0%
Value ($000) $436 Shares 2,911 Est. Cost $34.66 Unrealized +256.4%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $436 Shares 442 Est. Cost $464.20 Unrealized +61.6%
ZG ZILLOW INC 0.0%
Value ($000) $425 Shares 7,400 Est. Cost $36.97 Unrealized +33.3%
NBIS YANDEX N.V. COM CL A 0.0%
Value ($000) $414 Shares 8,270 Est. Cost $20.05 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $407 Shares 7,753 Est. Cost $35.91 Unrealized +7.0%
NOW SERVICE NOW INC 0.0%
Value ($000) $407 Shares 1,005 Est. Cost $70.61 Unrealized 0.0%
NFLX NETFLIX COM INC 0.0%
Value ($000) $390 Shares 858 Est. Cost $31.94 Unrealized +33.3%
DJP IPATH DJ-UBS COMMODITY TOTAL RETURN ETN 0.0%
Value ($000) $386 Shares 21,924 Est. Cost $24.30 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.0%
Value ($000) $356 Shares 8,226 Est. Cost $47.47 Unrealized
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $348 Shares 27,800 Est. Cost $9.70 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $345 Shares 1,500 Est. Cost $26.97 Unrealized +30.6%
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $331 Shares 3,393 Est. Cost $151.21 Unrealized
SONY SONY CORP SPONSORED ADR 0.0%
Value ($000) $322 Shares 4,661 Est. Cost $18.62 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $322 Shares 7,208 Est. Cost $47.94 Unrealized -27.4%
BJK MARKET VECTORS ETF TRUST S NETWORK GLOBAL GAMING 0.0%
Value ($000) $320 Shares 9,620 Est. Cost $25.78 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $316 Shares 725 Est. Cost $370.53 Unrealized 0.0%
NTES NETEASE.COM INC SPONSORED ADR 0.0%
Value ($000) $309 Shares 720 Est. Cost $429.17 Unrealized
GW PHARMACEUTICALS PLC ADS 0.0%
Value ($000) $307 Shares 2,500 Est. Cost $104.49 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.0%
Value ($000) $305 Shares 23,584 Est. Cost $17.99 Unrealized
RNG RINGCENTRAL INC 0.0%
Value ($000) $304 Shares 1,065 Est. Cost $252.94 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $302 Shares 2,575 Est. Cost $117.28 Unrealized
ICSH ISHARES LIQUIDITY INCOME ETF 0.0%
Value ($000) $291 Shares 5,752 Est. Cost $50.06 Unrealized
SF STIFEL FINANCIAL CP 0.0%
Value ($000) $284 Shares 5,993 Est. Cost $32.62 Unrealized -15.9%
JPMB JPMORGAN USD EMERGING MARKETS SOVEREIGN BOND ETF 0.0%
Value ($000) $281 Shares 5,840 Est. Cost $44.19 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $280 Shares 987 Est. Cost $261.94 Unrealized
GM GENERAL MOTORS CORP 0.0%
Value ($000) $273 Shares 10,778 Est. Cost $28.67 Unrealized -18.1%
IYM ISHARES DJ US BASIC MATERIALS 0.0%
Value ($000) $270 Shares 3,025 Est. Cost $89.26 Unrealized
T AT&T INC COM 0.0%
Value ($000) $262 Shares 8,683 Est. Cost $15.23 Unrealized +1.7%
NYF ISHARES NEW YORK MUNI BOND ETF 0.0%
Value ($000) $256 Shares 4,450 Est. Cost $55.82 Unrealized
JUNIPER NETWORKS INC 0.0%
Value ($000) $254 Shares 11,100 Est. Cost $22.88 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $248 Shares 1,344 Est. Cost $161.00 Unrealized 0.0%
MRK MERCK & CO INC 0.0%
Value ($000) $248 Shares 3,212 Est. Cost $62.87 Unrealized 0.0%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $243 Shares 7,364 Est. Cost $39.72 Unrealized -20.4%
KO COCA COLA CO COM 0.0%
Value ($000) $234 Shares 5,227 Est. Cost $38.72 Unrealized 0.0%
RSPM INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF 0.0%
Value ($000) $234 Shares 2,298 Est. Cost $107.62 Unrealized
ISHARES GOLD TRUST ETF 0.0%
Value ($000) $232 Shares 13,647 Est. Cost $13.70 Unrealized
SJNK SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $231 Shares 9,180 Est. Cost $26.21 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $230 Shares 4,173 Est. Cost $41.01 Unrealized -0.6%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $229 Shares 1,106 Est. Cost $207.05 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $224 Shares 4,106 Est. Cost $60.72 Unrealized
TBT PROSHARES ULTRASHORT 20 YR TREAS 1 FOR 4 R/S INTOPROSHARES TR PROSHARES UL 0.0%
Value ($000) $223 Shares 14,000 Est. Cost $24.36 Unrealized
GLD SPDR GOLD ETF 0.0%
Value ($000) $220 Shares 1,312 Est. Cost $167.68 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $219 Shares 2,700 Est. Cost $81.11 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $217 Shares 2,954 Est. Cost $49.69 Unrealized +33.5%
PRNT THE 3D PRINTING ETF 0.0%
Value ($000) $211 Shares 10,000 Est. Cost $23.71 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $210 Shares 2,600 Est. Cost $80.77 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $207 Shares 1,446 Est. Cost $139.73 Unrealized
JNK SPDR HIGH YIELD BOND ETF 0.0%
Value ($000) $204 Shares 2,016 Est. Cost $101.19 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $203 Shares 2,080 Est. Cost $75.49 Unrealized 0.0%
NUVEEN NEW YORK QLT MUN INC FD COM 0.0%
Value ($000) $197 Shares 14,604 Est. Cost $13.35 Unrealized
PIMCO NEW YORK MUN FD II COM 0.0%
Value ($000) $189 Shares 18,283 Est. Cost $11.97 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $184 Shares 15,000 Est. Cost $21.60 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $180 Shares 12,813 Est. Cost $13.74 Unrealized
CYMABAY THERAPEUTICS INC COM 0.0%
Value ($000) $166 Shares 47,500 Est. Cost $3.49 Unrealized
TILRAY INC COM CL 2 0.0%
Value ($000) $141 Shares 19,800 Est. Cost $29.97 Unrealized
SUNDIAL GROWERS INC COM 0.0%
Value ($000) $97 Shares 121,438 Est. Cost $3.64 Unrealized
SRNE SORRENTO THERAPEUTICS INC COM NEW 0.0%
Value ($000) $63 Shares 10,000 Est. Cost $2.88 Unrealized +32.9%