IMA Wealth, Inc. Diversified Active

CIK: 0001455495 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 15, 2019

Total Value ($000): $214,336 (100.0% shares, 0.0% debt)

Holdings (340)

BAC BANK AMER CORP 4.9%
Value ($000) $10,499 Shares 426,108 Est. Cost $19.17 Unrealized +18.9%
SCHB SCHWAB STRATEGIC TR 4.1%
Value ($000) $8,792 Shares 146,707 Est. Cost $56.26 Unrealized
INVESCO EXCH TRD SLF IDX FD 3.8%
Value ($000) $8,097 Shares 342,524 Est. Cost $24.10 Unrealized
SCHX SCHWAB STRATEGIC TR 3.4%
Value ($000) $7,191 Shares 120,451 Est. Cost $58.19 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.8%
Value ($000) $6,096 Shares 289,323 Est. Cost $21.06 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.7%
Value ($000) $5,835 Shares 283,121 Est. Cost $20.65 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.5%
Value ($000) $5,363 Shares 228,914 Est. Cost $24.17 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.5%
Value ($000) $5,276 Shares 250,524 Est. Cost $21.00 Unrealized
AEROJET ROCKETDYNE HLDGS INC 2.4%
Value ($000) $5,211 Shares 147,917 Est. Cost $23.28 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.3%
Value ($000) $4,928 Shares 237,476 Est. Cost $20.75 Unrealized
PFF ISHARES TR 2.0%
Value ($000) $4,261 Shares 124,491 Est. Cost $38.70 Unrealized
BSX BOSTON SCIENTIFIC CORP 2.0%
Value ($000) $4,245 Shares 120,132 Est. Cost $27.50 Unrealized +31.9%
ILMN ILLUMINA INC 1.8%
Value ($000) $3,880 Shares 12,936 Est. Cost $170.06 Unrealized +82.2%
MA MASTERCARD INCORPORATED 1.8%
Value ($000) $3,786 Shares 20,069 Est. Cost $78.83 Unrealized +142.2%
BMRN BIOMARIN PHARMACEUTICAL INC 1.5%
Value ($000) $3,317 Shares 38,955 Est. Cost $87.10 Unrealized +9.2%
INVESCO EXCH TRD SLF IDX FD 1.5%
Value ($000) $3,272 Shares 163,860 Est. Cost $20.07 Unrealized
EVH EVOLENT HEALTH INC 1.4%
Value ($000) $3,049 Shares 152,855 Est. Cost $19.69 Unrealized +17.5%
CSCO CISCO SYS INC 1.4%
Value ($000) $2,945 Shares 67,962 Est. Cost $32.19 Unrealized +14.7%
SCHV SCHWAB STRATEGIC TR 1.3%
Value ($000) $2,810 Shares 57,000 Est. Cost $41.71 Unrealized
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $2,797 Shares 28,652 Est. Cost $60.40 Unrealized +44.9%
NANOMETRICS INC 1.2%
Value ($000) $2,573 Shares 94,131 Est. Cost $26.38 Unrealized
LITE LUMENTUM HLDGS INC 1.2%
Value ($000) $2,554 Shares 60,786 Est. Cost $49.24 Unrealized 0.0%
DIS DISNEY WALT CO 1.2%
Value ($000) $2,548 Shares 23,235 Est. Cost $98.18 Unrealized +11.1%
AAPL APPLE INC 1.2%
Value ($000) $2,543 Shares 16,124 Est. Cost $30.05 Unrealized +53.1%
CMG CHIPOTLE MEXICAN GRILL INC 1.2%
Value ($000) $2,542 Shares 5,888 Est. Cost $8.22 Unrealized +10.0%
AMZN AMAZON COM INC 1.2%
Value ($000) $2,517 Shares 1,676 Est. Cost $46.04 Unrealized +80.6%
SCHM SCHWAB STRATEGIC TR 1.2%
Value ($000) $2,516 Shares 52,500 Est. Cost $48.34 Unrealized
BIIB BIOGEN INC 1.2%
Value ($000) $2,477 Shares 8,232 Est. Cost $299.41 Unrealized +6.6%
REGN REGENERON PHARMACEUTICALS 1.2%
Value ($000) $2,467 Shares 6,606 Est. Cost $314.27 Unrealized +15.8%
AZTA BROOKS AUTOMATION INC 1.1%
Value ($000) $2,433 Shares 92,947 Est. Cost $27.06 Unrealized +5.1%
NVDA NVIDIA CORP 1.1%
Value ($000) $2,416 Shares 18,098 Est. Cost $5.06 Unrealized -6.3%
SCHF SCHWAB STRATEGIC TR 1.1%
Value ($000) $2,411 Shares 85,036 Est. Cost $31.05 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.1%
Value ($000) $2,364 Shares 117,191 Est. Cost $20.19 Unrealized
AMGN AMGEN INC 1.0%
Value ($000) $2,159 Shares 11,092 Est. Cost $132.37 Unrealized +18.5%
SCHG SCHWAB STRATEGIC TR 1.0%
Value ($000) $2,074 Shares 30,084 Est. Cost $45.42 Unrealized
SCHA SCHWAB STRATEGIC TR 1.0%
Value ($000) $2,072 Shares 34,143 Est. Cost $63.97 Unrealized
MU MICRON TECHNOLOGY INC 1.0%
Value ($000) $2,047 Shares 64,513 Est. Cost $29.39 Unrealized +25.9%
SCHW SCHWAB CHARLES CORP NEW 1.0%
Value ($000) $2,037 Shares 49,043 Est. Cost $46.06 Unrealized -11.2%
UNITED TECHNOLOGIES CORP 0.9%
Value ($000) $1,955 Shares 18,359 Est. Cost $103.62 Unrealized
KMI KINDER MORGAN INC DEL 0.9%
Value ($000) $1,890 Shares 122,863 Est. Cost $11.37 Unrealized -1.5%
BKH BLACK HILLS CORP 0.9%
Value ($000) $1,886 Shares 30,036 Est. Cost $44.20 Unrealized +7.9%
V VISA INC 0.9%
Value ($000) $1,836 Shares 13,914 Est. Cost $97.56 Unrealized +34.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $1,816 Shares 8,896 Est. Cost $155.13 Unrealized +34.6%
ABBV ABBVIE INC 0.8%
Value ($000) $1,807 Shares 19,601 Est. Cost $40.06 Unrealized +61.7%
IVV ISHARES TR 0.8%
Value ($000) $1,798 Shares 7,144 Est. Cost $199.72 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.8%
Value ($000) $1,752 Shares 12,785 Est. Cost $105.43 Unrealized
GLW CORNING INC 0.8%
Value ($000) $1,733 Shares 57,360 Est. Cost $24.85 Unrealized +5.3%
BKLN INVESCO EXCHNG TRADED FD TR 0.8%
Value ($000) $1,686 Shares 77,389 Est. Cost $22.74 Unrealized
KR KROGER CO 0.8%
Value ($000) $1,683 Shares 61,187 Est. Cost $23.89 Unrealized +4.2%
CW CURTISS WRIGHT CORP 0.8%
Value ($000) $1,614 Shares 15,809 Est. Cost $102.86 Unrealized +5.1%
DFE WISDOMTREE TR 0.7%
Value ($000) $1,538 Shares 28,825 Est. Cost $55.46 Unrealized
TPICQ TPI COMPOSITES INC 0.7%
Value ($000) $1,443 Shares 58,699 Est. Cost $25.43 Unrealized 0.0%
ISHARES TR 0.7%
Value ($000) $1,424 Shares 56,989 Est. Cost $25.28 Unrealized
MTZ MASTEC INC 0.6%
Value ($000) $1,383 Shares 34,106 Est. Cost $43.06 Unrealized 0.0%
HARRIS CORP DEL 0.6%
Value ($000) $1,367 Shares 10,154 Est. Cost $150.87 Unrealized
BA BOEING CO 0.6%
Value ($000) $1,354 Shares 4,198 Est. Cost $142.69 Unrealized +134.8%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,353 Shares 5,430 Est. Cost $235.05 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,334 Shares 12,264 Est. Cost $74.10 Unrealized +14.4%
MSFT MICROSOFT CORP 0.6%
Value ($000) $1,293 Shares 12,730 Est. Cost $49.82 Unrealized +100.7%
PGF INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,290 Shares 74,323 Est. Cost $18.46 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,287 Shares 18,881 Est. Cost $53.42 Unrealized +5.6%
H & E EQUIPMENT SERVICES INC 0.6%
Value ($000) $1,272 Shares 62,306 Est. Cost $27.46 Unrealized
CAMBREX CORP 0.6%
Value ($000) $1,250 Shares 33,102 Est. Cost $14.40 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,232 Shares 33,900 Est. Cost $42.32 Unrealized
TRIUMPH GROUP INC NEW 0.6%
Value ($000) $1,195 Shares 103,898 Est. Cost $26.08 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.6%
Value ($000) $1,186 Shares 50,147 Est. Cost $24.37 Unrealized
JEF JEFFERIES FINL GROUP INC 0.5%
Value ($000) $1,154 Shares 66,481 Est. Cost $16.15 Unrealized -8.9%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $1,067 Shares 6,385 Est. Cost $193.16 Unrealized -11.5%
IWV ISHARES TR 0.5%
Value ($000) $982 Shares 6,683 Est. Cost $97.59 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR 0.5%
Value ($000) $971 Shares 20,804 Est. Cost $47.41 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.4%
Value ($000) $953 Shares 11,461 Est. Cost $68.37 Unrealized -15.2%
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $950 Shares 20,235 Est. Cost $43.41 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $949 Shares 21,546 Est. Cost $46.49 Unrealized
SPHD INVESCO EXCHNG TRADED FD TR 0.4%
Value ($000) $942 Shares 24,667 Est. Cost $41.03 Unrealized
RWX SPDR INDEX SHS FDS 0.4%
Value ($000) $871 Shares 24,658 Est. Cost $40.64 Unrealized
ISHARES TR 0.4%
Value ($000) $851 Shares 34,918 Est. Cost $24.69 Unrealized
FIDUCIARY CLAYMORE ENGRY INF 0.4%
Value ($000) $799 Shares 89,850 Est. Cost $16.56 Unrealized
WHITING PETE CORP NEW 0.3%
Value ($000) $704 Shares 31,031 Est. Cost $33.73 Unrealized
EFAV ISHARES TR 0.3%
Value ($000) $592 Shares 8,886 Est. Cost $71.33 Unrealized
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $483 Shares 20,516 Est. Cost $24.24 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.2%
Value ($000) $474 Shares 2,759 Est. Cost $197.99 Unrealized -14.8%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $473 Shares 1,893 Est. Cost $173.75 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $445 Shares 7,121 Est. Cost $55.18 Unrealized -3.9%
HON HONEYWELL INTL INC 0.2%
Value ($000) $436 Shares 3,301 Est. Cost $61.02 Unrealized +92.9%
DE DEERE & CO 0.2%
Value ($000) $409 Shares 2,743 Est. Cost $85.31 Unrealized +54.5%
ITOT ISHARES TR 0.2%
Value ($000) $395 Shares 6,966 Est. Cost $55.21 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $384 Shares 3,207 Est. Cost $71.14 Unrealized +50.7%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $377 Shares 3,107 Est. Cost $118.75 Unrealized
FEP FIRST TR EXCH TRD ALPHA FD I 0.2%
Value ($000) $362 Shares 11,676 Est. Cost $29.77 Unrealized
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $336 Shares 6,731 Est. Cost $50.31 Unrealized
CELGENE CORP 0.1%
Value ($000) $311 Shares 4,856 Est. Cost $102.02 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $310 Shares 2,724 Est. Cost $115.79 Unrealized -24.0%
T AT&T INC 0.1%
Value ($000) $306 Shares 10,706 Est. Cost $11.38 Unrealized +23.3%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $303 Shares 7,941 Est. Cost $41.96 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $298 Shares 2,846 Est. Cost $105.12 Unrealized
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $252 Shares 8,675 Est. Cost $31.21 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $235 Shares 4,528 Est. Cost $29.31 Unrealized +39.8%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $229 Shares 1,778 Est. Cost $91.04 Unrealized +25.4%
INTC INTEL CORP 0.1%
Value ($000) $215 Shares 4,580 Est. Cost $40.57 Unrealized -0.9%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $209 Shares 3,710 Est. Cost $32.21 Unrealized +19.9%
ABT ABBOTT LABS 0.1%
Value ($000) $207 Shares 2,868 Est. Cost $53.15 Unrealized +16.9%
LEGACY TEX FINL GROUP INC 0.1%
Value ($000) $202 Shares 6,286 Est. Cost $41.14 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $192 Shares 1,742 Est. Cost $81.72 Unrealized +11.0%
GPN GLOBAL PMTS INC 0.1%
Value ($000) $190 Shares 1,844 Est. Cost $105.17 Unrealized -0.3%
FE FIRSTENERGY CORP 0.1%
Value ($000) $188 Shares 5,000 Est. Cost $25.13 Unrealized +12.8%
EVRG EVERGY INC 0.1%
Value ($000) $187 Shares 3,289 Est. Cost $40.03 Unrealized +9.8%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $186 Shares 2,483 Est. Cost $38.70 Unrealized +69.4%
UHT UNIVERSAL HEALTH RLTY INCM T 0.1%
Value ($000) $175 Shares 2,859 Est. Cost $63.82 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $169 Shares 509 Est. Cost $22.00 Unrealized -2.2%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $168 Shares 1,125 Est. Cost $125.28 Unrealized +13.6%
IEI ISHARES TR 0.1%
Value ($000) $160 Shares 1,317 Est. Cost $119.97 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $159 Shares 1,683 Est. Cost $87.28 Unrealized -9.4%
WELLS FARGO CO NEW 0.1%
Value ($000) $158 Shares 125 Est. Cost $1256.00 Unrealized
HELE HELEN OF TROY CORP LTD 0.1%
Value ($000) $158 Shares 1,201 Est. Cost $91.18 Unrealized +43.9%
BANK AMER CORP 0.1%
Value ($000) $157 Shares 125 Est. Cost $1248.00 Unrealized
SEB SEABOARD CORP 0.1%
Value ($000) $138 Shares 39 Est. Cost $3957.56 Unrealized -8.5%
ISHARES GOLD TRUST 0.1%
Value ($000) $135 Shares 11,000 Est. Cost $12.27 Unrealized
CUT INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $134 Shares 5,555 Est. Cost $32.45 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $132 Shares 1,011 Est. Cost $143.42 Unrealized
DY DYCOM INDS INC 0.1%
Value ($000) $128 Shares 2,367 Est. Cost $84.87 Unrealized -20.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $127 Shares 822 Est. Cost $154.50 Unrealized
JPMORGAN CHASE & CO 0.1%
Value ($000) $127 Shares 5,670 Est. Cost $22.40 Unrealized
ALTABA INC 0.1%
Value ($000) $125 Shares 2,151 Est. Cost $72.99 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $120 Shares 1,800 Est. Cost $56.59 Unrealized +1.2%
CNC CENTENE CORP DEL 0.1%
Value ($000) $116 Shares 1,006 Est. Cost $57.67 Unrealized +16.1%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $112 Shares 710 Est. Cost $129.50 Unrealized 0.0%
HOLLYFRONTIER CORP 0.1%
Value ($000) $112 Shares 2,183 Est. Cost $68.25 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $110 Shares 14,489 Est. Cost $17.87 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $107 Shares 3,150 Est. Cost $26.85 Unrealized +13.3%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $106 Shares 3,200 Est. Cost $30.19 Unrealized -1.1%
BB&T CORP 0.0%
Value ($000) $100 Shares 2,308 Est. Cost $50.26 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $98 Shares 874 Est. Cost $112.10 Unrealized +4.1%
FDX FEDEX CORP 0.0%
Value ($000) $95 Shares 591 Est. Cost $216.45 Unrealized -14.1%
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $91 Shares 890 Est. Cost $80.91 Unrealized +36.8%
KO COCA COLA CO 0.0%
Value ($000) $91 Shares 1,918 Est. Cost $34.07 Unrealized +12.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $89 Shares 1,432 Est. Cost $51.80 Unrealized +3.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $89 Shares 1,800 Est. Cost $32.20 Unrealized +2.9%
MCD MCDONALDS CORP 0.0%
Value ($000) $88 Shares 495 Est. Cost $135.53 Unrealized +10.7%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $82 Shares 785 Est. Cost $122.45 Unrealized -10.2%
CWB SPDR SERIES TRUST 0.0%
Value ($000) $82 Shares 1,742 Est. Cost $51.29 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $81 Shares 1,025 Est. Cost $89.06 Unrealized -6.8%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $80 Shares 1,950 Est. Cost $35.86 Unrealized +5.2%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $71 Shares 945 Est. Cost $82.96 Unrealized -7.7%
QQQE DIREXION SHS ETF TR 0.0%
Value ($000) $69 Shares 1,707 Est. Cost $40.42 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $66 Shares 1,110 Est. Cost $54.60 Unrealized -3.1%
C CITIGROUP INC 0.0%
Value ($000) $66 Shares 1,271 Est. Cost $53.03 Unrealized -6.9%
SLYG SPDR SERIES TRUST 0.0%
Value ($000) $66 Shares 1,216 Est. Cost $54.28 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $65 Shares 4,080 Est. Cost $17.59 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $62 Shares 716 Est. Cost $83.14 Unrealized -11.9%
CMI CUMMINS INC 0.0%
Value ($000) $59 Shares 440 Est. Cost $122.60 Unrealized -4.2%
IJH ISHARES TR 0.0%
Value ($000) $58 Shares 349 Est. Cost $193.63 Unrealized
INVESCO VALUE MUN INCOME TR 0.0%
Value ($000) $57 Shares 4,180 Est. Cost $14.11 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $55 Shares 7,250 Est. Cost $6.42 Unrealized -3.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $54 Shares 946 Est. Cost $45.91 Unrealized +10.8%
WESTROCK CO 0.0%
Value ($000) $50 Shares 1,311 Est. Cost $57.21 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $50 Shares 1,245 Est. Cost $33.35 Unrealized +7.3%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $50 Shares 942 Est. Cost $54.45 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $49 Shares 3,876 Est. Cost $21.93 Unrealized
LEGG MASON INC 0.0%
Value ($000) $49 Shares 1,905 Est. Cost $34.65 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $47 Shares 452 Est. Cost $102.24 Unrealized +3.7%
TRIP TRIPADVISOR INC 0.0%
Value ($000) $45 Shares 838 Est. Cost $42.49 Unrealized +15.9%
UNP UNION PAC CORP 0.0%
Value ($000) $44 Shares 320 Est. Cost $117.86 Unrealized +7.3%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $42 Shares 946 Est. Cost $45.11 Unrealized -6.4%
IJR ISHARES TR 0.0%
Value ($000) $41 Shares 592 Est. Cost $82.77 Unrealized
ALLERGAN PLC 0.0%
Value ($000) $41 Shares 306 Est. Cost $166.67 Unrealized
ALPS ETF TR 0.0%
Value ($000) $41 Shares 4,645 Est. Cost $15.90 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $39 Shares 192 Est. Cost $177.76 Unrealized +13.6%
WMT WALMART INC 0.0%
Value ($000) $38 Shares 410 Est. Cost $25.25 Unrealized +13.9%
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $36 Shares 500 Est. Cost $86.00 Unrealized
LIBERTY GLOBAL PLC 0.0%
Value ($000) $34 Shares 1,670 Est. Cost $26.35 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $33 Shares 1,435 Est. Cost $24.39 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $30 Shares 600 Est. Cost $51.05 Unrealized
RGA REINSURANCE GROUP AMER INC 0.0%
Value ($000) $30 Shares 215 Est. Cost $149.13 Unrealized -5.0%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $29 Shares 225 Est. Cost $126.53 Unrealized -11.9%
SBNY SIGNATURE BK NEW YORK N Y 0.0%
Value ($000) $28 Shares 274 Est. Cost $143.93 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $27 Shares 624 Est. Cost $23.83 Unrealized +26.0%
CENTURYLINK INC 0.0%
Value ($000) $27 Shares 1,791 Est. Cost $18.43 Unrealized
RAYTHEON CO 0.0%
Value ($000) $26 Shares 172 Est. Cost $191.86 Unrealized
DEO DIAGEO P L C 0.0%
Value ($000) $23 Shares 160 Est. Cost $143.75 Unrealized
NFG NATIONAL FUEL GAS CO N J 0.0%
Value ($000) $23 Shares 451 Est. Cost $51.80 Unrealized +5.8%
WMB WILLIAMS COS INC DEL 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $17.26 Unrealized -2.9%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $22 Shares 382 Est. Cost $69.77 Unrealized
VFC V F CORP 0.0%
Value ($000) $20 Shares 278 Est. Cost $75.34 Unrealized +1.5%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $19 Shares 500 Est. Cost $40.84 Unrealized
FXB INVESCO CURNCYSHS BRIT PND S 0.0%
Value ($000) $19 Shares 157 Est. Cost $127.39 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $19 Shares 135 Est. Cost $139.31 Unrealized +2.6%
SO SOUTHERN CO 0.0%
Value ($000) $19 Shares 431 Est. Cost $32.85 Unrealized +4.3%
IWD ISHARES TR 0.0%
Value ($000) $18 Shares 161 Est. Cost $124.22 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $18 Shares 161 Est. Cost $112.75 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $18 Shares 415 Est. Cost $41.10 Unrealized -10.9%
VOC VOC ENERGY TR 0.0%
Value ($000) $18 Shares 5,000 Est. Cost $5.40 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $18 Shares 218 Est. Cost $79.47 Unrealized +13.9%
ADBE ADOBE INC 0.0%
Value ($000) $16 Shares 70 Est. Cost $236.55 Unrealized +2.1%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $16 Shares 474 Est. Cost $31.35 Unrealized -16.9%
PLD PROLOGIS INC 0.0%
Value ($000) $16 Shares 272 Est. Cost $51.98 Unrealized +2.2%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $16 Shares 164 Est. Cost $99.13 Unrealized -3.4%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $15 Shares 197 Est. Cost $60.98 Unrealized +11.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $14 Shares 61 Est. Cost $198.45 Unrealized +4.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $14 Shares 55 Est. Cost $262.53 Unrealized -4.8%
IWO ISHARES TR 0.0%
Value ($000) $14 Shares 82 Est. Cost $207.32 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $14 Shares 157 Est. Cost $117.60 Unrealized -14.9%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $14 Shares 1,100 Est. Cost $10.39 Unrealized -2.2%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $14 Shares 157 Est. Cost $86.53 Unrealized -15.5%
HDV ISHARES TR 0.0%
Value ($000) $14 Shares 170 Est. Cost $82.35 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $13 Shares 127 Est. Cost $111.11 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $13 Shares 200 Est. Cost $59.27 Unrealized -6.0%
TWO HBRS INVT CORP 0.0%
Value ($000) $12 Shares 922 Est. Cost $16.27 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $12 Shares 226 Est. Cost $64.15 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $12 Shares 242 Est. Cost $53.72 Unrealized
UNFI UNITED NAT FOODS INC 0.0%
Value ($000) $12 Shares 1,092 Est. Cost $44.13 Unrealized -52.4%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 527 Est. Cost $21.34 Unrealized 0.0%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $11 Shares 72 Est. Cost $151.93 Unrealized -4.3%
ETN EATON CORP PLC 0.0%
Value ($000) $11 Shares 165 Est. Cost $67.05 Unrealized -3.0%
AVGO BROADCOM INC 0.0%
Value ($000) $11 Shares 42 Est. Cost $19.73 Unrealized -1.8%
ICF ISHARES TR 0.0%
Value ($000) $11 Shares 116 Est. Cost $103.45 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $11 Shares 88 Est. Cost $127.20 Unrealized -3.5%
SCL STEPAN CO 0.0%
Value ($000) $11 Shares 153 Est. Cost $76.34 Unrealized +6.6%
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $11 Shares 190 Est. Cost $56.45 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $11 Shares 103 Est. Cost $106.80 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $10 Shares 71 Est. Cost $126.05 Unrealized +7.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $10 Shares 64 Est. Cost $46.67 Unrealized +8.4%
RUDOLPH TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 428 Est. Cost $30.37 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $9 Shares 195 Est. Cost $48.45 Unrealized
SHIRE PLC 0.0%
Value ($000) $9 Shares 50 Est. Cost $160.00 Unrealized
IP INTL PAPER CO 0.0%
Value ($000) $9 Shares 225 Est. Cost $35.91 Unrealized -15.2%
PETIQ INC 0.0%
Value ($000) $8 Shares 337 Est. Cost $26.92 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 158 Est. Cost $56.50 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $8 Shares 84 Est. Cost $61.80 Unrealized +21.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $8 Shares 308 Est. Cost $42.64 Unrealized -31.7%
NRG NRG ENERGY INC 0.0%
Value ($000) $8 Shares 191 Est. Cost $26.82 Unrealized +18.6%
SONY SONY CORP 0.0%
Value ($000) $7 Shares 149 Est. Cost $53.69 Unrealized
SPLUNK INC 0.0%
Value ($000) $7 Shares 70 Est. Cost $102.80 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $7 Shares 125 Est. Cost $65.89 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $7 Shares 83 Est. Cost $79.51 Unrealized +4.5%
WELL WELLTOWER INC 0.0%
Value ($000) $7 Shares 103 Est. Cost $43.15 Unrealized +25.4%
EPAM EPAM SYS INC 0.0%
Value ($000) $7 Shares 57 Est. Cost $120.30 Unrealized +2.0%
OEF ISHARES TR 0.0%
Value ($000) $6 Shares 56 Est. Cost $125.00 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $6 Shares 35 Est. Cost $135.57 Unrealized -1.7%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $6 Shares 86 Est. Cost $97.96 Unrealized -27.9%
BHP GROUP PLC 0.0%
Value ($000) $6 Shares 139 Est. Cost $43.17 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $6 Shares 75 Est. Cost $45.11 Unrealized +25.3%
CONTINENTAL RESOURCES INC 0.0%
Value ($000) $6 Shares 150 Est. Cost $45.43 Unrealized
CURO GROUP HLDGS CORP 0.0%
Value ($000) $6 Shares 621 Est. Cost $24.15 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $5 Shares 39 Est. Cost $124.66 Unrealized +10.8%
CB CHUBB LIMITED 0.0%
Value ($000) $5 Shares 37 Est. Cost $116.65 Unrealized -1.8%
GOOG ALPHABET INC 0.0%
Value ($000) $5 Shares 5 Est. Cost $53.63 Unrealized -0.9%
HORTONWORKS INC 0.0%
Value ($000) $5 Shares 350 Est. Cost $18.55 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $5 Shares 34 Est. Cost $181.90 Unrealized -16.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $5 Shares 78 Est. Cost $48.07 Unrealized +11.6%
GULFPORT ENERGY CORP 0.0%
Value ($000) $5 Shares 735 Est. Cost $12.43 Unrealized
BIV VANGUARD BD INDEX FD INC 0.0%
Value ($000) $5 Shares 66 Est. Cost $75.76 Unrealized
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 54 Est. Cost $119.05 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $5 Shares 19 Est. Cost $34.09 Unrealized -12.2%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $5 Shares 48 Est. Cost $113.19 Unrealized +0.6%
MDT MEDTRONIC PLC 0.0%
Value ($000) $5 Shares 51 Est. Cost $68.53 Unrealized +12.6%
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $4 Shares 291 Est. Cost $16.97 Unrealized 0.0%
NVS NOVARTIS A G 0.0%
Value ($000) $4 Shares 46 Est. Cost $65.22 Unrealized
SUNTRUST BKS INC 0.0%
Value ($000) $4 Shares 72 Est. Cost $68.18 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $4 Shares 74 Est. Cost $60.49 Unrealized
SNN SMITH & NEPHEW PLC 0.0%
Value ($000) $4 Shares 104 Est. Cost $38.46 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $206.05 Unrealized -0.5%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $4 Shares 71 Est. Cost $48.29 Unrealized +8.7%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $4 Shares 41 Est. Cost $88.43 Unrealized +3.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $4 Shares 142 Est. Cost $19.78 Unrealized +2.3%
FRME FIRST MERCHANTS CORP 0.0%
Value ($000) $4 Shares 131 Est. Cost $34.96 Unrealized -8.6%
WTW WILLIS TOWERS WATSON PUB LTD 0.0%
Value ($000) $4 Shares 26 Est. Cost $136.91 Unrealized -0.8%
YUM YUM BRANDS INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $72.58 Unrealized +8.0%
GTX GARRETT MOTION INC 0.0%
Value ($000) $4 Shares 317 Est. Cost $13.59 Unrealized 0.0%
SPDR SERIES TRUST 0.0%
Value ($000) $3 Shares 105 Est. Cost $47.62 Unrealized
RMD RESMED INC 0.0%
Value ($000) $3 Shares 26 Est. Cost $94.12 Unrealized +6.6%
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $3 Shares 59 Est. Cost $61.03 Unrealized
APTIV PLC 0.0%
Value ($000) $3 Shares 52 Est. Cost $96.15 Unrealized
ORANY ORANGE 0.0%
Value ($000) $3 Shares 164 Est. Cost $18.29 Unrealized
DORM DORMAN PRODUCTS INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $67.40 Unrealized +18.6%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $3 Shares 67 Est. Cost $45.98 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $3 Shares 78 Est. Cost $53.03 Unrealized -7.1%
MAIN MAIN STREET CAPITAL CORP 0.0%
Value ($000) $3 Shares 99 Est. Cost $38.06 Unrealized -2.3%
BIDU BAIDU INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $235.29 Unrealized
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $3 Shares 39 Est. Cost $97.03 Unrealized -13.2%
BSV VANGUARD BD INDEX FD INC 0.0%
Value ($000) $3 Shares 44 Est. Cost $68.18 Unrealized
ING ING GROEP N V 0.0%
Value ($000) $3 Shares 267 Est. Cost $14.57 Unrealized
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $3 Shares 2 Est. Cost $2072.14 Unrealized -12.9%
IYF ISHARES TR 0.0%
Value ($000) $3 Shares 27 Est. Cost $111.11 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $3 Shares 33 Est. Cost $12.36 Unrealized +29.9%
CFFN CAPITOL FED FINL INC 0.0%
Value ($000) $3 Shares 226 Est. Cost $7.67 Unrealized +3.6%
SEQUANS COMMUNICATIONS S A 0.0%
Value ($000) $3 Shares 4,182 Est. Cost $2.04 Unrealized
SOUTH ST CORP 0.0%
Value ($000) $2 Shares 31 Est. Cost $96.77 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.97 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $2 Shares 29 Est. Cost $68.97 Unrealized
COOPER COS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $166.67 Unrealized
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $2 Shares 16 Est. Cost $236.00 Unrealized -43.7%
IEMG ISHARES INC 0.0%
Value ($000) $2 Shares 52 Est. Cost $55.25 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $2 Shares 33 Est. Cost $59.39 Unrealized 0.0%
THO THOR INDS INC 0.0%
Value ($000) $2 Shares 46 Est. Cost $86.64 Unrealized -33.1%
TKR TIMKEN CO 0.0%
Value ($000) $2 Shares 57 Est. Cost $46.64 Unrealized -13.2%
ROST ROSS STORES INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $75.43 Unrealized +11.8%
PRI PRIMERICA INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $97.87 Unrealized +13.6%
GROUPE CGI INC 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $119.62 Unrealized -5.6%
MET METLIFE INC 0.0%
Value ($000) $2 Shares 56 Est. Cost $35.91 Unrealized -6.3%
ACORDA THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
ASGN ASGN INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $81.81 Unrealized -20.3%
MTN VAIL RESORTS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $244.86 Unrealized +1.0%
APACHE CORP 0.0%
Value ($000) $1 Shares 37 Est. Cost $46.15 Unrealized
LGND LIGAND PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $111.59 Unrealized -4.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $79.61 Unrealized -4.6%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $60.99 Unrealized -11.1%
COHERENT INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
CLH CLEAN HARBORS INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $51.36 Unrealized +21.3%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $1 Shares 22 Est. Cost $49.59 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $90.91 Unrealized
SENDGRID INC 0.0%
Value ($000) $1 Shares 15 Est. Cost Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $199.66 Unrealized -11.4%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $1 Shares 5 Est. Cost $163.46 Unrealized -9.2%
PATK PATRICK INDS INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $34.92 Unrealized -28.0%
UNM UNUM GROUP 0.0%
Value ($000) $1 Shares 48 Est. Cost $41.72 Unrealized -16.1%
EWU ISHARES TR 0.0%
Value ($000) $1 Shares 44 Est. Cost $45.45 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $1 Shares 13 Est. Cost $66.34 Unrealized -10.3%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $1 Shares 21 Est. Cost $44.95 Unrealized -8.8%
AMN AMN HEALTHCARE SERVICES INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $59.68 Unrealized -6.0%
PNR PENTAIR PLC 0.0%
Value ($000) $1 Shares 18 Est. Cost $40.19 Unrealized -9.3%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $39.61 Unrealized -13.4%
FMS FRESENIUS MED CARE AG&CO KGA 0.0%
Value ($000) $1 Shares 46 Est. Cost $43.48 Unrealized
DELPHI TECHNOLOGIES PLC 0.0%
Value ($000) $0 Shares 17 Est. Cost $58.82 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $25.69 Unrealized -15.7%
PGX INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $0 Shares 31 Est. Cost Unrealized
R RYDER SYS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $70.10 Unrealized -18.2%
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $55.11 Unrealized -13.6%
WINDSTREAM HLDGS INC 0.0%
Value ($000) $0 Shares 184 Est. Cost $5.43 Unrealized
RYAAY RYANAIR HLDGS PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
UNITI GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
HYG ISHARES TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $90.91 Unrealized
TDC TERADATA CORP DEL 0.0%
Value ($000) $0 Shares 3 Est. Cost $40.26 Unrealized -9.1%
MAS MASCO CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $34.09 Unrealized -18.8%
MULTI COLOR CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $0 Shares 18 Est. Cost $21.84 Unrealized -4.6%
LLY LILLY ELI & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $73.70 Unrealized +37.6%
VYX NCR CORP NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $18.87 Unrealized -16.8%