Carolina Wealth Advisors, LLC Diversified Active

CIK: 0001786411 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 9, 2020

Total Value ($000): $86,536 (100.0% shares, 0.0% debt)

Holdings (178)

SCHP SCHWAB U.S. TIPS ETF 10.0%
Value ($000) $8,665 Shares 150,664 Est. Cost $56.63 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 4.5%
Value ($000) $3,909 Shares 71,173 Est. Cost $57.98 Unrealized
AVGO BROADCOM INC COM 4.2%
Value ($000) $3,656 Shares 15,418 Est. Cost $25.71 Unrealized -5.6%
ABBV ABBVIE INC COM 3.9%
Value ($000) $3,402 Shares 44,648 Est. Cost $65.07 Unrealized +3.3%
TXN TEXAS INSTRS INC COM 3.7%
Value ($000) $3,235 Shares 32,372 Est. Cost $103.50 Unrealized -1.8%
SCHA SCHWAB U.S. SMALL-CAP ETF 3.5%
Value ($000) $2,988 Shares 57,988 Est. Cost $71.48 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 3.4%
Value ($000) $2,912 Shares 69,072 Est. Cost $57.68 Unrealized
FAST FASTENAL CO COM 3.2%
Value ($000) $2,748 Shares 87,935 Est. Cost $15.29 Unrealized -0.8%
IGLB ISHARES LONG-TERM CORPORATE BOND ETF 3.1%
Value ($000) $2,716 Shares 42,684 Est. Cost $66.67 Unrealized
NTAP NETAPP INC COM 3.1%
Value ($000) $2,711 Shares 65,028 Est. Cost $44.08 Unrealized 0.0%
NIC INC COM 3.1%
Value ($000) $2,707 Shares 117,709 Est. Cost $22.35 Unrealized
INFY INFOSYS LTD SPONSORED ADR 3.1%
Value ($000) $2,699 Shares 328,803 Est. Cost $10.18 Unrealized
CHCO CITY HLDG CO COM 3.1%
Value ($000) $2,676 Shares 40,225 Est. Cost $63.58 Unrealized -3.1%
SCHX SCHWAB U.S. LARGE-CAP ETF 3.1%
Value ($000) $2,655 Shares 43,355 Est. Cost $76.60 Unrealized
EIG EMPLOYERS HOLDINGS INC COM 3.0%
Value ($000) $2,573 Shares 63,523 Est. Cost $34.10 Unrealized -2.9%
NVO NOVO-NORDISK A S ADR 3.0%
Value ($000) $2,566 Shares 42,627 Est. Cost $57.87 Unrealized
T AT&T INC COM 2.9%
Value ($000) $2,484 Shares 85,198 Est. Cost $18.76 Unrealized -3.2%
EAT BRINKER INTL INC COM 2.6%
Value ($000) $2,235 Shares 186,128 Est. Cost $36.77 Unrealized -9.4%
CBRL CRACKER BARREL OLD CTRY STORE COM 2.6%
Value ($000) $2,219 Shares 26,662 Est. Cost $117.03 Unrealized -6.3%
HRB BLOCK H & R INC COM 2.5%
Value ($000) $2,158 Shares 153,234 Est. Cost $16.78 Unrealized -0.7%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 2.5%
Value ($000) $2,156 Shares 104,391 Est. Cost $21.47 Unrealized
FAF FIRST AMERN FINL CORP COM 2.4%
Value ($000) $2,103 Shares 49,598 Est. Cost $49.26 Unrealized -5.5%
CMS CMS ENERGY CORP COM 2.4%
Value ($000) $2,054 Shares 34,964 Est. Cost $51.97 Unrealized +3.2%
COLB COLUMBIA BKG SYS INC COM 2.2%
Value ($000) $1,868 Shares 69,705 Est. Cost $28.72 Unrealized -8.2%
INVESTORS BANCORP INC NEW COM 1.8%
Value ($000) $1,565 Shares 195,872 Est. Cost $11.66 Unrealized
INTC INTEL CORP COM 1.0%
Value ($000) $891 Shares 16,460 Est. Cost $50.45 Unrealized +3.7%
LLY LILLY ELI & CO COM 1.0%
Value ($000) $845 Shares 6,089 Est. Cost $115.67 Unrealized +10.8%
BMY BRISTOL-MYERS SQUIBB CO COM 1.0%
Value ($000) $837 Shares 15,008 Est. Cost $46.51 Unrealized +4.4%
HANESBRANDS INC COM 0.9%
Value ($000) $813 Shares 103,347 Est. Cost $14.27 Unrealized
MO ALTRIA GROUP INC COM 0.9%
Value ($000) $776 Shares 20,057 Est. Cost $28.32 Unrealized -2.7%
MRK MERCK & CO. INC COM 0.9%
Value ($000) $743 Shares 9,651 Est. Cost $66.61 Unrealized -2.3%
ALGT ALLEGIANT TRAVEL CO COM 0.9%
Value ($000) $737 Shares 9,013 Est. Cost $158.79 Unrealized -12.9%
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $708 Shares 5,402 Est. Cost $116.33 Unrealized +3.3%
SIG SIGNET JEWELERS LIMITED SHS 0.8%
Value ($000) $690 Shares 107,037 Est. Cost $19.30 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.8%
Value ($000) $680 Shares 12,649 Est. Cost $42.09 Unrealized -2.6%
PM PHILIP MORRIS INTL INC COM 0.8%
Value ($000) $678 Shares 9,289 Est. Cost $60.24 Unrealized +0.8%
KO COCA COLA CO COM 0.7%
Value ($000) $604 Shares 13,647 Est. Cost $44.70 Unrealized +0.7%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.7%
Value ($000) $568 Shares 21,983 Est. Cost $32.97 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.6%
Value ($000) $513 Shares 21,011 Est. Cost $32.98 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.6%
Value ($000) $487 Shares 23,514 Est. Cost $27.02 Unrealized
LAM RESEARCH CORP COM 0.5%
Value ($000) $434 Shares 1,808 Est. Cost $265.44 Unrealized
GLTR ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.5%
Value ($000) $393 Shares 5,236 Est. Cost $76.32 Unrealized
BBY BEST BUY INC COM 0.4%
Value ($000) $311 Shares 5,464 Est. Cost $61.25 Unrealized +1.9%
TSN TYSON FOODS INC CL A 0.3%
Value ($000) $291 Shares 5,031 Est. Cost $67.16 Unrealized -6.7%
ZION ZIONS BANCORPORATION N A COM 0.3%
Value ($000) $276 Shares 10,330 Est. Cost $44.65 Unrealized -7.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $229 Shares 1,250 Est. Cost $216.62 Unrealized -1.9%
AAPL APPLE INC COM 0.2%
Value ($000) $207 Shares 813 Est. Cost $62.38 Unrealized +13.9%
BAC BK OF AMERICA CORP COM 0.2%
Value ($000) $186 Shares 8,775 Est. Cost $26.17 Unrealized -1.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $184 Shares 1,660 Est. Cost $99.90 Unrealized -1.6%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $101 Shares 52 Est. Cost $90.74 Unrealized +6.7%
CAROLINA FINL CORP NEW COM 0.1%
Value ($000) $91 Shares 3,506 Est. Cost $43.14 Unrealized
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.1%
Value ($000) $88 Shares 861 Est. Cost $129.73 Unrealized
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $81 Shares 1,260 Est. Cost $66.06 Unrealized +0.3%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $54 Shares 208 Est. Cost $310.42 Unrealized
BCPC BALCHEM CORP COM 0.1%
Value ($000) $54 Shares 548 Est. Cost $97.25 Unrealized +2.1%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $48 Shares 801 Est. Cost $67.20 Unrealized
MSFT MICROSOFT CORP COM 0.1%
Value ($000) $45 Shares 284 Est. Cost $142.18 Unrealized +10.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $39 Shares 469 Est. Cost $112.51 Unrealized -12.0%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $35 Shares 257 Est. Cost $159.53 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $32 Shares 328 Est. Cost $131.47 Unrealized -6.0%
PENN PENN NATL GAMING INC COM 0.0%
Value ($000) $30 Shares 2,407 Est. Cost $25.13 Unrealized 0.0%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $27 Shares 95 Est. Cost $273.17 Unrealized +1.7%
SO SOUTHERN CO COM 0.0%
Value ($000) $27 Shares 502 Est. Cost $48.90 Unrealized +3.2%
ISMD INSPIRE SMALL/MID CAP IMPACT ETF 0.0%
Value ($000) $26 Shares 1,370 Est. Cost $26.87 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $26 Shares 228 Est. Cost $36.38 Unrealized -2.8%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $24 Shares 21 Est. Cost $64.79 Unrealized +3.8%
AL AIR LEASE CORP CL A 0.0%
Value ($000) $24 Shares 1,077 Est. Cost $33.90 Unrealized 0.0%
AMERICAN EQTY INVT LIFE HLD CO COM 0.0%
Value ($000) $23 Shares 1,199 Est. Cost $25.87 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $22 Shares 304 Est. Cost $76.00 Unrealized 0.0%
OI O-I GLASS INC COM 0.0%
Value ($000) $22 Shares 3,056 Est. Cost $10.91 Unrealized 0.0%
SPIRIT AIRLS INC COM 0.0%
Value ($000) $22 Shares 1,715 Est. Cost $12.83 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $21 Shares 89 Est. Cost $294.64 Unrealized
BRSL INTERNATIONAL GAME TECHNOLOGY SHS USD 0.0%
Value ($000) $21 Shares 3,573 Est. Cost $7.84 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $21 Shares 277 Est. Cost $128.46 Unrealized -6.9%
APHRIA INC COM 0.0%
Value ($000) $21 Shares 7,018 Est. Cost $3.39 Unrealized
DAN DANA INCORPORATED COM 0.0%
Value ($000) $21 Shares 2,625 Est. Cost $13.06 Unrealized -7.5%
CAR AVIS BUDGET GROUP COM 0.0%
Value ($000) $21 Shares 1,509 Est. Cost $28.44 Unrealized 0.0%
ENDO INTL PLC SHS 0.0%
Value ($000) $19 Shares 5,103 Est. Cost $4.53 Unrealized
ESML ISHARES ESG MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $19 Shares 929 Est. Cost $28.39 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $19 Shares 36 Est. Cost $27.73 Unrealized +49.5%
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $19 Shares 2,509 Est. Cost $12.96 Unrealized -7.9%
BFH ALLIANCE DATA SYSTEMS CORP COM 0.0%
Value ($000) $19 Shares 566 Est. Cost $61.41 Unrealized 0.0%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $18 Shares 3,246 Est. Cost $6.79 Unrealized -2.1%
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 0.0%
Value ($000) $18 Shares 716 Est. Cost $27.75 Unrealized
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $18 Shares 170 Est. Cost $170.59 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $17 Shares 146 Est. Cost $108.00 Unrealized +6.9%
TGT TARGET CORP COM 0.0%
Value ($000) $17 Shares 179 Est. Cost $97.23 Unrealized -2.3%
FSZ FIRST TRUST SWITZERLAND ALPHADEX FUND 0.0%
Value ($000) $17 Shares 395 Est. Cost $53.16 Unrealized
AEGON N V NY REGISTRY SHS 0.0%
Value ($000) $17 Shares 6,979 Est. Cost $2.44 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $16 Shares 474 Est. Cost $36.90 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $16 Shares 201 Est. Cost $118.75 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $16 Shares 1,218 Est. Cost $25.97 Unrealized -0.0%
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $16 Shares 1,751 Est. Cost $20.14 Unrealized 0.0%
VIACOMCBS INC CL B 0.0%
Value ($000) $16 Shares 1,164 Est. Cost $13.75 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $16 Shares 410 Est. Cost $44.76 Unrealized -6.0%
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $16 Shares 845 Est. Cost $39.35 Unrealized -5.3%
EQUITRANS MIDSTREAM CORP COM 0.0%
Value ($000) $15 Shares 2,958 Est. Cost $5.07 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $14 Shares 570 Est. Cost $36.26 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $12 Shares 335 Est. Cost $41.79 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $12 Shares 150 Est. Cost $86.51 Unrealized -0.7%
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $12 Shares 62 Est. Cost $225.81 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $11 Shares 1,424 Est. Cost $11.24 Unrealized
PREFERRED APT CMNTYS INC COM 0.0%
Value ($000) $11 Shares 1,505 Est. Cost $11.91 Unrealized
M MACYS INC COM 0.0%
Value ($000) $11 Shares 2,186 Est. Cost $13.56 Unrealized 0.0%
META FACEBOOK INC CL A 0.0%
Value ($000) $11 Shares 66 Est. Cost $192.35 Unrealized +1.1%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $10 Shares 561 Est. Cost $33.49 Unrealized 0.0%
INVESCO MORTGAGE CAPITAL INC COM 0.0%
Value ($000) $10 Shares 2,801 Est. Cost $3.57 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $9 Shares 272 Est. Cost $41.01 Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $9 Shares 238 Est. Cost $27.28 Unrealized +7.6%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $9 Shares 348 Est. Cost $34.57 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $9 Shares 258 Est. Cost $55.80 Unrealized -11.0%
ERTH INVESCO CLEANTECH ETF 0.0%
Value ($000) $9 Shares 244 Est. Cost $49.81 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $8 Shares 8,393 Est. Cost $1.10 Unrealized
WYNDHAM DESTINATIONS INC COM 0.0%
Value ($000) $8 Shares 359 Est. Cost $52.92 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.0%
Value ($000) $8 Shares 242 Est. Cost $89.00 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $8 Shares 44 Est. Cost $213.14 Unrealized +5.0%
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $8 Shares 1,630 Est. Cost $7.36 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $8 Shares 123 Est. Cost $71.00 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $8 Shares 34 Est. Cost $236.60 Unrealized +5.5%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 96 Est. Cost $105.76 Unrealized 0.0%
BLMN BLOOMIN BRANDS INC COM 0.0%
Value ($000) $7 Shares 1,038 Est. Cost $14.57 Unrealized 0.0%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $7 Shares 147 Est. Cost $61.16 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $6 Shares 5 Est. Cost $64.05 Unrealized +5.1%
F FORD MTR CO DEL COM 0.0%
Value ($000) $6 Shares 1,260 Est. Cost $6.68 Unrealized -15.4%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $6 Shares 51 Est. Cost $117.65 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $6 Shares 40 Est. Cost $170.74 Unrealized -6.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $6 Shares 29 Est. Cost $206.90 Unrealized
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $6 Shares 125 Est. Cost $55.25 Unrealized -4.7%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $40.49 Unrealized -4.5%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $5 Shares 94 Est. Cost $58.98 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $5 Shares 74 Est. Cost $59.11 Unrealized +4.1%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $5 Shares 11 Est. Cost $180.64 Unrealized -5.2%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $5 Shares 50 Est. Cost $92.83 Unrealized -11.8%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $5 Shares 300 Est. Cost $33.33 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $4 Shares 300 Est. Cost $43.87 Unrealized -19.5%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $4 Shares 90 Est. Cost $48.17 Unrealized 0.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $127.66 Unrealized -3.3%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $4 Shares 154 Est. Cost $58.44 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $169.39 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $131.26 Unrealized -4.9%
CMI CUMMINS INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $134.72 Unrealized 0.0%
EWZ ISHARES MSCI BRAZIL ETF 0.0%
Value ($000) $3 Shares 141 Est. Cost $49.65 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 121 Est. Cost $41.32 Unrealized
SPARTAN MTRS INC COM 0.0%
Value ($000) $3 Shares 201 Est. Cost $19.90 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $3 Shares 86 Est. Cost $47.16 Unrealized -13.1%
CONSOLIDATED COMM HLDGS INC COM 0.0%
Value ($000) $3 Shares 650 Est. Cost $4.62 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $3 Shares 20 Est. Cost $183.91 Unrealized
VANECK VECTORS RUSSIA ETF 0.0%
Value ($000) $3 Shares 187 Est. Cost $26.74 Unrealized
WW INTL INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $40.00 Unrealized
TIFFANY & CO NEW COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $148.15 Unrealized
MYLAN NV SHS EURO 0.0%
Value ($000) $2 Shares 155 Est. Cost $19.35 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $108.67 Unrealized -4.7%
VAC MARRIOTT VACTINS WORLDWID CORP COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $117.07 Unrealized -11.3%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $171.93 Unrealized -0.0%
HAS HASBRO INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $82.22 Unrealized -16.3%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $2 Shares 51 Est. Cost $55.56 Unrealized -8.5%
RUTHS HOSPITALITY GROUP INC COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.00 Unrealized
VICE ADVISORSHARES VICE ETF 0.0%
Value ($000) $2 Shares 102 Est. Cost $29.41 Unrealized
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value ($000) $2 Shares 61 Est. Cost $49.18 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $2 Shares 214 Est. Cost $14.02 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 120 Est. Cost $17.60 Unrealized -18.5%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $30.58 Unrealized 0.0%
XYZ SQUARE INC CL A 0.0%
Value ($000) $1 Shares 21 Est. Cost $63.90 Unrealized +7.0%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 120 Est. Cost $19.42 Unrealized -17.2%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $13.11 Unrealized -17.4%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $56.71 Unrealized -9.5%
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $0 Shares 10 Est. Cost $82.87 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $45.81 Unrealized -17.3%
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.12 Unrealized +6.3%
GAP GAP INC COM 0.0%
Value ($000) $0 Shares 29 Est. Cost $13.84 Unrealized -11.7%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 60 Est. Cost $4.15 Unrealized -10.4%
NHI NATIONAL HEALTH INVS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $40.69 Unrealized +7.0%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 47 Est. Cost Unrealized
HPQ HP INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $15.31 Unrealized +7.7%
PLCE CHILDRENS PL INC COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $53.02 Unrealized 0.0%