IMA Wealth, Inc. Diversified Active

CIK: 0001455495 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 9, 2019

Total Value ($000): $257,610 (100.0% shares, 0.0% debt)

Holdings (284)

INVESCO EXCH TRD SLF IDX FD 4.8%
Value ($000) $12,395 Shares 514,738 Est. Cost $24.12 Unrealized
BAC BANK AMER CORP 4.5%
Value ($000) $11,719 Shares 424,753 Est. Cost $19.17 Unrealized +24.6%
SCHB SCHWAB STRATEGIC TR 4.3%
Value ($000) $11,063 Shares 162,571 Est. Cost $57.41 Unrealized
SCHX SCHWAB STRATEGIC TR 3.4%
Value ($000) $8,688 Shares 128,495 Est. Cost $58.78 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.6%
Value ($000) $6,713 Shares 317,834 Est. Cost $20.70 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.4%
Value ($000) $6,171 Shares 290,795 Est. Cost $21.06 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.3%
Value ($000) $6,014 Shares 285,978 Est. Cost $20.80 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.9%
Value ($000) $5,005 Shares 202,567 Est. Cost $24.63 Unrealized
PFF ISHARES TR 1.9%
Value ($000) $4,974 Shares 136,096 Est. Cost $38.52 Unrealized
BSX BOSTON SCIENTIFIC CORP 1.8%
Value ($000) $4,610 Shares 120,109 Est. Cost $27.50 Unrealized +38.9%
MA MASTERCARD INCORPORATED 1.8%
Value ($000) $4,536 Shares 19,264 Est. Cost $78.83 Unrealized +162.9%
NVDA NVIDIA CORP 1.6%
Value ($000) $4,184 Shares 23,303 Est. Cost $4.79 Unrealized -19.6%
BABA ALIBABA GROUP HLDG LTD 1.5%
Value ($000) $3,928 Shares 21,530 Est. Cost $136.71 Unrealized
FIDUCIARY CLAYMORE ENGRY INF 1.5%
Value ($000) $3,832 Shares 362,849 Est. Cost $12.05 Unrealized
AEROJET ROCKETDYNE HLDGS INC 1.5%
Value ($000) $3,789 Shares 106,642 Est. Cost $23.28 Unrealized
LITE LUMENTUM HLDGS INC 1.5%
Value ($000) $3,739 Shares 66,133 Est. Cost $49.14 Unrealized -2.4%
CSCO CISCO SYS INC 1.4%
Value ($000) $3,713 Shares 68,765 Est. Cost $32.27 Unrealized +22.4%
INVESCO EXCH TRD SLF IDX FD 1.4%
Value ($000) $3,661 Shares 176,014 Est. Cost $20.39 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.4%
Value ($000) $3,627 Shares 174,956 Est. Cost $20.11 Unrealized
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $3,568 Shares 35,246 Est. Cost $65.07 Unrealized +31.2%
BMRN BIOMARIN PHARMACEUTICAL INC 1.4%
Value ($000) $3,523 Shares 39,659 Est. Cost $87.20 Unrealized +6.3%
NANOMETRICS INC 1.3%
Value ($000) $3,325 Shares 107,679 Est. Cost $26.95 Unrealized
ILMN ILLUMINA INC 1.3%
Value ($000) $3,321 Shares 10,690 Est. Cost $170.06 Unrealized +71.5%
AAPL APPLE INC 1.3%
Value ($000) $3,320 Shares 17,479 Est. Cost $30.86 Unrealized +31.0%
UNITED TECHNOLOGIES CORP 1.3%
Value ($000) $3,317 Shares 25,736 Est. Cost $110.86 Unrealized
REGN REGENERON PHARMACEUTICALS 1.3%
Value ($000) $3,226 Shares 7,857 Est. Cost $329.44 Unrealized +24.3%
CMG CHIPOTLE MEXICAN GRILL INC 1.2%
Value ($000) $3,181 Shares 4,478 Est. Cost $8.22 Unrealized +41.2%
SCHM SCHWAB STRATEGIC TR 1.2%
Value ($000) $3,072 Shares 55,469 Est. Cost $48.71 Unrealized
EVH EVOLENT HEALTH INC 1.2%
Value ($000) $3,016 Shares 239,726 Est. Cost $18.29 Unrealized -13.4%
SCHV SCHWAB STRATEGIC TR 1.1%
Value ($000) $2,893 Shares 52,852 Est. Cost $41.71 Unrealized
SCHG SCHWAB STRATEGIC TR 1.1%
Value ($000) $2,885 Shares 36,325 Est. Cost $51.26 Unrealized
CVX CHEVRON CORP NEW 1.1%
Value ($000) $2,848 Shares 23,125 Est. Cost $80.37 Unrealized +8.8%
AMT AMERICAN TOWER CORP NEW 1.1%
Value ($000) $2,846 Shares 14,444 Est. Cost $145.21 Unrealized +0.6%
SCHF SCHWAB STRATEGIC TR 1.1%
Value ($000) $2,838 Shares 90,640 Est. Cost $31.06 Unrealized
V VISA INC 1.1%
Value ($000) $2,790 Shares 17,863 Est. Cost $106.36 Unrealized +29.2%
AZTA BROOKS AUTOMATION INC 1.1%
Value ($000) $2,773 Shares 94,539 Est. Cost $27.10 Unrealized +8.5%
H & E EQUIPMENT SERVICES INC 1.0%
Value ($000) $2,672 Shares 106,404 Est. Cost $26.49 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $2,568 Shares 21,778 Est. Cost $71.62 Unrealized +42.8%
SCHW SCHWAB CHARLES CORP NEW 1.0%
Value ($000) $2,554 Shares 59,718 Est. Cost $45.15 Unrealized -9.3%
MTZ MASTEC INC 1.0%
Value ($000) $2,544 Shares 52,891 Est. Cost $43.72 Unrealized +2.8%
AMZN AMAZON COM INC 1.0%
Value ($000) $2,497 Shares 1,402 Est. Cost $46.04 Unrealized +80.8%
MU MICRON TECHNOLOGY INC 1.0%
Value ($000) $2,495 Shares 60,373 Est. Cost $29.39 Unrealized +28.3%
GS GOLDMAN SACHS GROUP INC 1.0%
Value ($000) $2,467 Shares 12,852 Est. Cost $178.57 Unrealized -8.1%
JEF JEFFERIES FINL GROUP INC 0.9%
Value ($000) $2,442 Shares 129,945 Est. Cost $15.23 Unrealized -6.3%
SCHA SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,439 Shares 34,876 Est. Cost $64.10 Unrealized
STZ CONSTELLATION BRANDS INC 0.9%
Value ($000) $2,416 Shares 13,778 Est. Cost $150.55 Unrealized -0.0%
BIIB BIOGEN INC 0.9%
Value ($000) $2,414 Shares 10,214 Est. Cost $302.41 Unrealized +4.1%
FDX FEDEX CORP 0.9%
Value ($000) $2,352 Shares 12,963 Est. Cost $158.61 Unrealized -1.7%
INVESCO EXCH TRD SLF IDX FD 0.9%
Value ($000) $2,338 Shares 95,552 Est. Cost $24.47 Unrealized
AMGN AMGEN INC 0.9%
Value ($000) $2,306 Shares 12,139 Est. Cost $134.30 Unrealized +15.2%
TPICQ TPI COMPOSITES INC 0.9%
Value ($000) $2,268 Shares 79,252 Est. Cost $26.52 Unrealized +11.7%
PIONEER NAT RES CO 0.9%
Value ($000) $2,230 Shares 14,646 Est. Cost $152.26 Unrealized
CW CURTISS WRIGHT CORP 0.8%
Value ($000) $2,148 Shares 18,951 Est. Cost $104.09 Unrealized +5.9%
ABBV ABBVIE INC 0.8%
Value ($000) $2,142 Shares 26,579 Est. Cost $45.56 Unrealized +33.9%
BKLN INVESCO EXCHNG TRADED FD TR 0.8%
Value ($000) $2,039 Shares 90,077 Est. Cost $22.73 Unrealized
IVV ISHARES TR 0.8%
Value ($000) $2,024 Shares 7,111 Est. Cost $199.72 Unrealized
INTC INTEL CORP 0.8%
Value ($000) $1,965 Shares 36,583 Est. Cost $43.42 Unrealized +0.9%
LYB LYONDELLBASELL INDUSTRIES N 0.7%
Value ($000) $1,920 Shares 22,832 Est. Cost $61.95 Unrealized -10.4%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $1,883 Shares 7,614 Est. Cost $232.92 Unrealized -2.3%
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $1,866 Shares 28,698 Est. Cost $51.93 Unrealized -2.1%
DIS DISNEY WALT CO 0.7%
Value ($000) $1,855 Shares 16,709 Est. Cost $98.18 Unrealized +9.9%
IWV ISHARES TR 0.7%
Value ($000) $1,804 Shares 10,821 Est. Cost $124.02 Unrealized
EXPE EXPEDIA GROUP INC 0.6%
Value ($000) $1,634 Shares 13,731 Est. Cost $118.29 Unrealized +0.4%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,593 Shares 19,712 Est. Cost $53.50 Unrealized +3.6%
BA BOEING CO 0.6%
Value ($000) $1,539 Shares 4,034 Est. Cost $142.69 Unrealized +163.0%
DFE WISDOMTREE TR 0.6%
Value ($000) $1,518 Shares 25,978 Est. Cost $55.46 Unrealized
ISHARES TR 0.6%
Value ($000) $1,471 Shares 59,511 Est. Cost $24.70 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,434 Shares 35,592 Est. Cost $42.22 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,236 Shares 6,155 Est. Cost $155.13 Unrealized +30.1%
PGF INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,227 Shares 67,183 Est. Cost $18.46 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR 0.4%
Value ($000) $958 Shares 18,193 Est. Cost $47.41 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $930 Shares 18,620 Est. Cost $46.49 Unrealized
SPHD INVESCO EXCHNG TRADED FD TR 0.4%
Value ($000) $920 Shares 21,663 Est. Cost $41.03 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $914 Shares 17,476 Est. Cost $43.41 Unrealized
ISHARES TR 0.3%
Value ($000) $878 Shares 34,797 Est. Cost $25.28 Unrealized
RWX SPDR INDEX SHS FDS 0.3%
Value ($000) $874 Shares 22,238 Est. Cost $40.64 Unrealized
EFAV ISHARES TR 0.3%
Value ($000) $821 Shares 11,404 Est. Cost $71.47 Unrealized
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $558 Shares 21,456 Est. Cost $24.32 Unrealized
CAMBREX CORP 0.2%
Value ($000) $556 Shares 14,319 Est. Cost $14.40 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $535 Shares 1,893 Est. Cost $173.75 Unrealized
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $482 Shares 9,596 Est. Cost $50.28 Unrealized
WHITING PETE CORP NEW 0.2%
Value ($000) $449 Shares 17,164 Est. Cost $33.73 Unrealized
DE DEERE & CO 0.2%
Value ($000) $430 Shares 2,690 Est. Cost $85.31 Unrealized +69.4%
ITOT ISHARES TR 0.2%
Value ($000) $427 Shares 6,623 Est. Cost $55.21 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $396 Shares 2,089 Est. Cost $190.24 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $384 Shares 2,724 Est. Cost $115.79 Unrealized -18.3%
T AT&T INC 0.1%
Value ($000) $378 Shares 12,038 Est. Cost $11.68 Unrealized +21.2%
FEP FIRST TR EXCH TRD ALPHA FD I 0.1%
Value ($000) $369 Shares 10,613 Est. Cost $29.77 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $317 Shares 2,600 Est. Cost $118.75 Unrealized
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $306 Shares 9,473 Est. Cost $31.30 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $301 Shares 5,085 Est. Cost $34.03 Unrealized +14.4%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $299 Shares 11,500 Est. Cost $26.00 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $298 Shares 2,800 Est. Cost $105.12 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $290 Shares 2,078 Est. Cost $93.82 Unrealized +17.6%
HON HONEYWELL INTL INC 0.1%
Value ($000) $280 Shares 1,761 Est. Cost $61.02 Unrealized +98.6%
GPN GLOBAL PMTS INC 0.1%
Value ($000) $252 Shares 1,844 Est. Cost $105.17 Unrealized +9.9%
PEP PEPSICO INC 0.1%
Value ($000) $238 Shares 1,942 Est. Cost $82.82 Unrealized +11.6%
UHT UNIVERSAL HEALTH RLTY INCM T 0.1%
Value ($000) $221 Shares 2,925 Est. Cost $64.09 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $216 Shares 4,528 Est. Cost $29.31 Unrealized +30.6%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $210 Shares 1,125 Est. Cost $125.28 Unrealized +20.1%
FE FIRSTENERGY CORP 0.1%
Value ($000) $208 Shares 5,000 Est. Cost $25.13 Unrealized +19.5%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $194 Shares 2,200 Est. Cost $56.50 Unrealized -0.8%
EVRG EVERGY INC 0.1%
Value ($000) $191 Shares 3,289 Est. Cost $40.03 Unrealized +9.1%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $182 Shares 9,113 Est. Cost $11.37 Unrealized +9.9%
ABT ABBOTT LABS 0.1%
Value ($000) $169 Shares 2,115 Est. Cost $53.15 Unrealized +24.4%
SEB SEABOARD CORP 0.1%
Value ($000) $167 Shares 39 Est. Cost $3957.56 Unrealized -4.4%
BANK AMER CORP 0.1%
Value ($000) $163 Shares 125 Est. Cost $1248.00 Unrealized
WELLS FARGO CO NEW 0.1%
Value ($000) $162 Shares 125 Est. Cost $1256.00 Unrealized
IEI ISHARES TR 0.1%
Value ($000) $160 Shares 1,300 Est. Cost $119.97 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $159 Shares 1,496 Est. Cost $87.28 Unrealized -2.2%
ALTABA INC 0.1%
Value ($000) $159 Shares 2,151 Est. Cost $72.99 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $155 Shares 862 Est. Cost $155.68 Unrealized
CUT INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $152 Shares 5,555 Est. Cost $32.45 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $150 Shares 3,760 Est. Cost $27.61 Unrealized +14.2%
CWB SPDR SERIES TRUST 0.1%
Value ($000) $149 Shares 2,849 Est. Cost $51.68 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $142 Shares 509 Est. Cost $22.00 Unrealized -8.7%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $141 Shares 2,568 Est. Cost $54.74 Unrealized
HELE HELEN OF TROY CORP LTD 0.1%
Value ($000) $139 Shares 1,201 Est. Cost $91.18 Unrealized +26.4%
IWF ISHARES TR 0.1%
Value ($000) $138 Shares 910 Est. Cost $143.42 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $126 Shares 2,200 Est. Cost $31.75 Unrealized -6.4%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $122 Shares 892 Est. Cost $71.14 Unrealized +55.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $122 Shares 3,200 Est. Cost $30.19 Unrealized -6.8%
UNP UNION PAC CORP 0.0%
Value ($000) $120 Shares 720 Est. Cost $129.10 Unrealized +7.0%
DY DYCOM INDS INC 0.0%
Value ($000) $109 Shares 2,367 Est. Cost $84.87 Unrealized -35.5%
HOLLYFRONTIER CORP 0.0%
Value ($000) $108 Shares 2,183 Est. Cost $68.25 Unrealized
GGG GRACO INC 0.0%
Value ($000) $107 Shares 2,165 Est. Cost $41.50 Unrealized 0.0%
CNC CENTENE CORP DEL 0.0%
Value ($000) $107 Shares 2,012 Est. Cost $59.18 Unrealized +2.6%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $107 Shares 2,472 Est. Cost $35.66 Unrealized -2.1%
GENERAL ELECTRIC CO 0.0%
Value ($000) $106 Shares 10,626 Est. Cost $17.87 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $103 Shares 900 Est. Cost $92.82 Unrealized 0.0%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $101 Shares 785 Est. Cost $122.45 Unrealized -10.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $96 Shares 1,432 Est. Cost $51.80 Unrealized +2.3%
MCD MCDONALDS CORP 0.0%
Value ($000) $94 Shares 496 Est. Cost $135.53 Unrealized +14.1%
BB&T CORP 0.0%
Value ($000) $91 Shares 1,961 Est. Cost $50.26 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $90 Shares 800 Est. Cost $93.89 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value ($000) $90 Shares 1,918 Est. Cost $34.07 Unrealized +10.9%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $86 Shares 1,025 Est. Cost $89.06 Unrealized -4.7%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $84 Shares 987 Est. Cost $38.70 Unrealized +61.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $77 Shares 813 Est. Cost $76.95 Unrealized -0.1%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $76 Shares 1,521 Est. Cost $34.33 Unrealized +12.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $76 Shares 1,110 Est. Cost $54.60 Unrealized +0.7%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $73 Shares 897 Est. Cost $82.96 Unrealized -13.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $71 Shares 292 Est. Cost $184.81 Unrealized +7.3%
CMI CUMMINS INC 0.0%
Value ($000) $69 Shares 440 Est. Cost $122.60 Unrealized +2.6%
PSX PHILLIPS 66 0.0%
Value ($000) $68 Shares 716 Est. Cost $83.14 Unrealized -13.5%
HANESBRANDS INC 0.0%
Value ($000) $67 Shares 3,752 Est. Cost $21.93 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $64 Shares 7,250 Est. Cost $6.42 Unrealized -5.3%
INVESCO VALUE MUN INCOME TR 0.0%
Value ($000) $60 Shares 4,180 Est. Cost $14.11 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $58 Shares 452 Est. Cost $102.24 Unrealized +5.1%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $58 Shares 1,200 Est. Cost $40.76 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $54 Shares 946 Est. Cost $45.91 Unrealized -0.4%
LEGG MASON INC 0.0%
Value ($000) $52 Shares 1,905 Est. Cost $34.65 Unrealized
WESTROCK CO 0.0%
Value ($000) $50 Shares 1,311 Est. Cost $57.21 Unrealized
ALPS ETF TR 0.0%
Value ($000) $47 Shares 4,645 Est. Cost $15.90 Unrealized
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $46 Shares 500 Est. Cost $86.00 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $46 Shares 946 Est. Cost $45.11 Unrealized -9.0%
ALLERGAN PLC 0.0%
Value ($000) $45 Shares 306 Est. Cost $166.67 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $44 Shares 2,440 Est. Cost $17.59 Unrealized
TRIP TRIPADVISOR INC 0.0%
Value ($000) $43 Shares 838 Est. Cost $42.49 Unrealized +14.7%
LIBERTY GLOBAL PLC 0.0%
Value ($000) $40 Shares 1,670 Est. Cost $26.35 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $40 Shares 384 Est. Cost $77.63 Unrealized +5.7%
IJR ISHARES TR 0.0%
Value ($000) $40 Shares 516 Est. Cost $82.77 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $39 Shares 330 Est. Cost $117.44 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $39 Shares 1,851 Est. Cost $21.00 Unrealized
CSX CSX CORP 0.0%
Value ($000) $35 Shares 469 Est. Cost $21.10 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $35 Shares 360 Est. Cost $25.25 Unrealized +15.8%
HARRIS CORP DEL 0.0%
Value ($000) $33 Shares 207 Est. Cost $150.87 Unrealized
CELGENE CORP 0.0%
Value ($000) $33 Shares 350 Est. Cost $102.02 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $32 Shares 1,331 Est. Cost $24.10 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $32 Shares 449 Est. Cost $71.12 Unrealized
RGA REINSURANCE GROUP AMER INC 0.0%
Value ($000) $31 Shares 215 Est. Cost $149.13 Unrealized -3.5%
MS MORGAN STANLEY 0.0%
Value ($000) $31 Shares 740 Est. Cost $34.01 Unrealized 0.0%
WMB WILLIAMS COS INC DEL 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $17.26 Unrealized +5.7%
FLOT ISHARES TR 0.0%
Value ($000) $28 Shares 551 Est. Cost $51.05 Unrealized
VOC VOC ENERGY TR 0.0%
Value ($000) $28 Shares 5,000 Est. Cost $5.40 Unrealized
NFG NATIONAL FUEL GAS CO N J 0.0%
Value ($000) $27 Shares 451 Est. Cost $51.80 Unrealized +12.1%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $26 Shares 135 Est. Cost $143.02 Unrealized +1.8%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $25 Shares 200 Est. Cost $96.81 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $25 Shares 172 Est. Cost $145.35 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $24 Shares 382 Est. Cost $69.77 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $23 Shares 200 Est. Cost $83.62 Unrealized 0.0%
NGVT INGEVITY CORP 0.0%
Value ($000) $23 Shares 218 Est. Cost $79.47 Unrealized +26.4%
SO SOUTHERN CO 0.0%
Value ($000) $22 Shares 431 Est. Cost $32.85 Unrealized +13.9%
CENTURYLINK INC 0.0%
Value ($000) $21 Shares 1,791 Est. Cost $18.43 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $21 Shares 500 Est. Cost $40.84 Unrealized
FXB INVESCO CURNCYSHS BRIT PND S 0.0%
Value ($000) $20 Shares 157 Est. Cost $127.39 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $20 Shares 272 Est. Cost $51.98 Unrealized +8.4%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $17 Shares 164 Est. Cost $99.13 Unrealized -10.1%
TIP ISHARES TR 0.0%
Value ($000) $17 Shares 149 Est. Cost $112.75 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $17 Shares 468 Est. Cost $31.35 Unrealized -12.8%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $17 Shares 55 Est. Cost $262.53 Unrealized -7.2%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $17 Shares 507 Est. Cost $38.92 Unrealized -25.3%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $17 Shares 1,100 Est. Cost $10.39 Unrealized -0.2%
HDV ISHARES TR 0.0%
Value ($000) $16 Shares 170 Est. Cost $82.35 Unrealized
BSV VANGUARD BD INDEX FD INC 0.0%
Value ($000) $15 Shares 187 Est. Cost $77.38 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $14 Shares 330 Est. Cost $23.83 Unrealized +22.7%
IEFA ISHARES TR 0.0%
Value ($000) $14 Shares 226 Est. Cost $64.15 Unrealized
UNFI UNITED NAT FOODS INC 0.0%
Value ($000) $14 Shares 1,092 Est. Cost $44.13 Unrealized -69.4%
SCL STEPAN CO 0.0%
Value ($000) $13 Shares 153 Est. Cost $76.34 Unrealized +13.6%
AVGO BROADCOM INC 0.0%
Value ($000) $13 Shares 42 Est. Cost $19.73 Unrealized +14.0%
ETN EATON CORP PLC 0.0%
Value ($000) $13 Shares 165 Est. Cost $67.05 Unrealized -0.8%
IEX IDEX CORP 0.0%
Value ($000) $13 Shares 88 Est. Cost $127.20 Unrealized +2.3%
TWO HBRS INVT CORP 0.0%
Value ($000) $12 Shares 922 Est. Cost $16.27 Unrealized
TAP MOLSON COORS BREWING CO 0.0%
Value ($000) $12 Shares 200 Est. Cost $51.32 Unrealized 0.0%
SHV ISHARES TR 0.0%
Value ($000) $11 Shares 103 Est. Cost $106.80 Unrealized
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $11 Shares 190 Est. Cost $56.45 Unrealized
GLW CORNING INC 0.0%
Value ($000) $10 Shares 300 Est. Cost $24.85 Unrealized +8.8%
IP INTL PAPER CO 0.0%
Value ($000) $10 Shares 225 Est. Cost $35.91 Unrealized -11.5%
ADBE ADOBE INC 0.0%
Value ($000) $10 Shares 38 Est. Cost $236.55 Unrealized +6.6%
IVE ISHARES TR 0.0%
Value ($000) $9 Shares 81 Est. Cost $111.11 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $9 Shares 300 Est. Cost $42.64 Unrealized -38.5%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $9 Shares 195 Est. Cost $48.45 Unrealized
RUDOLPH TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 400 Est. Cost $30.37 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $8 Shares 86 Est. Cost $97.96 Unrealized -19.8%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $8 Shares 43 Est. Cost $139.31 Unrealized +2.0%
MRK MERCK & CO INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $48.91 Unrealized +23.3%
NRG NRG ENERGY INC 0.0%
Value ($000) $8 Shares 191 Est. Cost $26.82 Unrealized +28.4%
WELL WELLTOWER INC 0.0%
Value ($000) $8 Shares 103 Est. Cost $43.15 Unrealized +39.7%
CONTINENTAL RESOURCES INC 0.0%
Value ($000) $7 Shares 150 Est. Cost $45.43 Unrealized
DEO DIAGEO P L C 0.0%
Value ($000) $7 Shares 43 Est. Cost $143.75 Unrealized
BHP GROUP PLC 0.0%
Value ($000) $7 Shares 139 Est. Cost $43.17 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $7 Shares 19 Est. Cost $34.09 Unrealized +1.7%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $6 Shares 36 Est. Cost $166.67 Unrealized
SONY SONY CORP 0.0%
Value ($000) $6 Shares 149 Est. Cost $53.69 Unrealized
MIDD MIDDLEBY CORP 0.0%
Value ($000) $6 Shares 48 Est. Cost $113.19 Unrealized +6.1%
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $6 Shares 291 Est. Cost $16.97 Unrealized +1.0%
CURO GROUP HLDGS CORP 0.0%
Value ($000) $6 Shares 621 Est. Cost $24.15 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $6 Shares 5 Est. Cost $53.63 Unrealized +3.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $6 Shares 78 Est. Cost $48.07 Unrealized +23.3%
CB CHUBB LIMITED 0.0%
Value ($000) $5 Shares 37 Est. Cost $116.65 Unrealized +1.6%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $5 Shares 71 Est. Cost $48.29 Unrealized +14.9%
BND VANGUARD BD INDEX FD INC 0.0%
Value ($000) $5 Shares 62 Est. Cost $80.65 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $5 Shares 103 Est. Cost $52.80 Unrealized 0.0%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $5 Shares 251 Est. Cost $19.92 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $5 Shares 39 Est. Cost $124.66 Unrealized +9.3%
DOWDUPONT INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
WTW WILLIS TOWERS WATSON PUB LTD 0.0%
Value ($000) $5 Shares 26 Est. Cost $136.91 Unrealized +10.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $5 Shares 142 Est. Cost $19.78 Unrealized +15.7%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $5 Shares 41 Est. Cost $88.43 Unrealized +5.7%
FRME FIRST MERCHANTS CORP 0.0%
Value ($000) $5 Shares 131 Est. Cost $34.96 Unrealized -13.3%
YUM YUM BRANDS INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $72.58 Unrealized +15.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $206.05 Unrealized +0.2%
WAB WABTEC CORP 0.0%
Value ($000) $4 Shares 55 Est. Cost $69.17 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $4 Shares 67 Est. Cost $45.98 Unrealized
NVS NOVARTIS A G 0.0%
Value ($000) $4 Shares 46 Est. Cost $65.22 Unrealized
APTIV PLC 0.0%
Value ($000) $4 Shares 52 Est. Cost $96.15 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $4 Shares 78 Est. Cost $53.03 Unrealized -16.2%
IXUS ISHARES TR 0.0%
Value ($000) $4 Shares 70 Est. Cost $60.49 Unrealized
SNN SMITH & NEPHEW PLC 0.0%
Value ($000) $4 Shares 104 Est. Cost $38.46 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $3 Shares 68 Est. Cost $41.96 Unrealized
THO THOR INDS INC 0.0%
Value ($000) $3 Shares 46 Est. Cost $86.64 Unrealized -36.9%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $3 Shares 33 Est. Cost $12.36 Unrealized +32.2%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $3 Shares 14 Est. Cost $46.67 Unrealized +22.3%
DORM DORMAN PRODUCTS INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $67.40 Unrealized +29.0%
SPDR SERIES TRUST 0.0%
Value ($000) $3 Shares 105 Est. Cost $47.62 Unrealized
PRI PRIMERICA INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $97.87 Unrealized +17.7%
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $3 Shares 2 Est. Cost $2072.14 Unrealized -15.3%
C CITIGROUP INC 0.0%
Value ($000) $3 Shares 51 Est. Cost $53.03 Unrealized -8.0%
RMD RESMED INC 0.0%
Value ($000) $3 Shares 26 Est. Cost $94.12 Unrealized +3.1%
ORANY ORANGE 0.0%
Value ($000) $3 Shares 164 Est. Cost $18.29 Unrealized
CFFN CAPITOL FED FINL INC 0.0%
Value ($000) $3 Shares 226 Est. Cost $7.67 Unrealized +9.1%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 81 Est. Cost $21.34 Unrealized +3.8%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $119.62 Unrealized +3.8%
SCZ ISHARES TR 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.97 Unrealized
MET METLIFE INC 0.0%
Value ($000) $2 Shares 56 Est. Cost $35.91 Unrealized -2.4%
COOPER COS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $166.67 Unrealized
GROUPE CGI INC 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $126.05 Unrealized +21.5%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $39.61 Unrealized -0.6%
IEMG ISHARES INC 0.0%
Value ($000) $2 Shares 42 Est. Cost $55.25 Unrealized
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $2 Shares 16 Est. Cost $236.00 Unrealized -40.0%
GTX GARRETT MOTION INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $13.59 Unrealized +10.9%
PNR PENTAIR PLC 0.0%
Value ($000) $1 Shares 18 Est. Cost $40.19 Unrealized -6.2%
APACHE CORP 0.0%
Value ($000) $1 Shares 37 Est. Cost $46.15 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $1 Shares 13 Est. Cost $66.34 Unrealized -14.9%
ACORDA THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $30.00 Unrealized
AMN AMN HEALTHCARE SERVICES INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $59.68 Unrealized -7.1%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $60.99 Unrealized -17.3%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $1 Shares 5 Est. Cost $163.46 Unrealized -20.2%
LGND LIGAND PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $111.59 Unrealized -32.1%
UNITI GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $37.46 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $0 Shares 18 Est. Cost $21.84 Unrealized +1.8%
WINDSTREAM HLDGS INC 0.0%
Value ($000) $0 Shares 184 Est. Cost $5.43 Unrealized