Sageworth Trust Co Diversified Active

CIK: 0001482688 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 8, 2019

Total Value ($000): $807,719 (100.0% shares, 0.0% debt)

Holdings (261)

VXUS VANGUARD TOTAL INTERNATIONAL S 28.1%
Value ($000) $226,692 Shares 4,367,855 Est. Cost $49.32 Unrealized
ACWI ISHARES MSCI ACWI ETF 19.8%
Value ($000) $160,209 Shares 2,220,495 Est. Cost $56.71 Unrealized
VTI VANGUARD INDEX FDS STK MRK ETF 16.7%
Value ($000) $134,528 Shares 929,638 Est. Cost $125.13 Unrealized
SPY SPDR S&P 500 ETF TRUST 12.4%
Value ($000) $100,190 Shares 354,680 Est. Cost $177.89 Unrealized
VOO VANGUARD S&P 500 ETF 3.9%
Value ($000) $31,866 Shares 122,778 Est. Cost $187.37 Unrealized
PFF ISHARES PREFERRED AND INCOME S 2.3%
Value ($000) $18,236 Shares 498,942 Est. Cost $35.63 Unrealized
CGBD TCG BDC INC 2.0%
Value ($000) $16,194 Shares 1,118,323 Est. Cost $6.43 Unrealized -4.8%
VSS VANGUARD FTSE ALL WO X-US SC 2.0%
Value ($000) $16,154 Shares 155,138 Est. Cost $94.68 Unrealized
JP MORGAN ALERIAN MLP 1.5%
Value ($000) $12,166 Shares 476,908 Est. Cost $24.08 Unrealized
VNQ VANGUARD REIT ETF 1.4%
Value ($000) $11,489 Shares 132,196 Est. Cost $76.19 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.2%
Value ($000) $9,441 Shares 33,180 Est. Cost $179.91 Unrealized
ABBV ABBVIE INC 1.1%
Value ($000) $8,874 Shares 110,115 Est. Cost $29.44 Unrealized +107.2%
ABT ABBOTT LABORATORIES CMN 1.1%
Value ($000) $8,789 Shares 109,947 Est. Cost $36.83 Unrealized +79.5%
VEA VANGUARD FTSE DEVELOPED MARKET 0.9%
Value ($000) $6,966 Shares 170,460 Est. Cost $36.78 Unrealized
TORTOISE MLP FUND INC 0.8%
Value ($000) $6,647 Shares 474,111 Est. Cost $12.33 Unrealized
EFA ISHARES MSCI EAFE ETF 0.8%
Value ($000) $6,579 Shares 101,428 Est. Cost $59.84 Unrealized
ACWX ISHARES MSCI ACWI EX US 0.7%
Value ($000) $6,044 Shares 130,617 Est. Cost $42.22 Unrealized
ISHARES COMEX GOLD TRUST 0.5%
Value ($000) $3,696 Shares 298,603 Est. Cost $12.29 Unrealized
EWC ISHARES MSCI CANADA ETF 0.4%
Value ($000) $3,394 Shares 122,784 Est. Cost $28.52 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.4%
Value ($000) $3,028 Shares 70,550 Est. Cost $36.51 Unrealized
STBA S & T BANCORP INC COM 0.2%
Value ($000) $1,683 Shares 42,569 Est. Cost $34.08 Unrealized +17.3%
IWD ISHARES TR RUSSELL1000VAL 0.2%
Value ($000) $1,431 Shares 11,593 Est. Cost $104.40 Unrealized
IWF ISHARES TR RUSSELL1000GRW 0.1%
Value ($000) $1,135 Shares 7,500 Est. Cost $95.97 Unrealized
SPDR SOLACTIVE CANADA ETF 0.1%
Value ($000) $960 Shares 16,675 Est. Cost $46.94 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 0.1%
Value ($000) $810 Shares 19,058 Est. Cost $45.92 Unrealized
JNJ JOHNSON & JOHNSON CMN 0.1%
Value ($000) $727 Shares 5,199 Est. Cost $72.43 Unrealized +52.4%
ETN EATON CORP PLC CMN 0.1%
Value ($000) $646 Shares 8,016 Est. Cost $50.69 Unrealized +31.2%
IJR MFC ISHARES TR CORE S&P SMALL- 0.1%
Value ($000) $524 Shares 6,797 Est. Cost $90.68 Unrealized
IVW ISHARES TR S&P500 GRW 0.1%
Value ($000) $470 Shares 2,725 Est. Cost $105.85 Unrealized
GLOBAL X MSCI NORWAY 0.1%
Value ($000) $459 Shares 36,786 Est. Cost $14.33 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 0.0%
Value ($000) $316 Shares 2,882 Est. Cost $73.82 Unrealized
IWR ISHARES TR RUSSELL MIDCAP 0.0%
Value ($000) $288 Shares 5,337 Est. Cost $76.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INC. CLASS 0.0%
Value ($000) $274 Shares 1,365 Est. Cost $146.25 Unrealized +38.0%
AAPL APPLE INC. CMN 0.0%
Value ($000) $172 Shares 902 Est. Cost $31.88 Unrealized +26.8%
ADP AUTOMATIC DATA PROCESS COM 0.0%
Value ($000) $156 Shares 976 Est. Cost $125.45 Unrealized 0.0%
UNP UNION PACIFIC CORP. CMN 0.0%
Value ($000) $143 Shares 853 Est. Cost $138.09 Unrealized 0.0%
CVX CHEVRON CORPORATION CMN 0.0%
Value ($000) $140 Shares 1,139 Est. Cost $87.44 Unrealized +0.0%
DOV DOVER CORP COM 0.0%
Value ($000) $137 Shares 1,457 Est. Cost $78.16 Unrealized 0.0%
AFIIQ ARMSTRONG FLOORING INC 0.0%
Value ($000) $136 Shares 10,000 Est. Cost $13.65 Unrealized 0.0%
TXN TEXAS INSTRUMENTS INC. CMN 0.0%
Value ($000) $133 Shares 1,251 Est. Cost $89.45 Unrealized -4.5%
WMT WALMART INC CMN 0.0%
Value ($000) $123 Shares 1,262 Est. Cost $29.23 Unrealized +0.0%
CSCO CISCO SYSTEMS, INC. CMN 0.0%
Value ($000) $121 Shares 2,238 Est. Cost $39.46 Unrealized +0.1%
PH PARKER-HANNIFIN CORP. CMN 0.0%
Value ($000) $120 Shares 700 Est. Cost $149.77 Unrealized 0.0%
C CITIGROUP INC. CMN 0.0%
Value ($000) $114 Shares 1,827 Est. Cost $48.78 Unrealized -0.0%
JPM JPMORGAN CHASE & CO CMN 0.0%
Value ($000) $109 Shares 1,078 Est. Cost $89.89 Unrealized -5.1%
CSX CSX CORPORATION CMN 0.0%
Value ($000) $107 Shares 1,434 Est. Cost $21.10 Unrealized 0.0%
CUBI CUSTOMERS BANCORP INC 0.0%
Value ($000) $106 Shares 5,776 Est. Cost $29.55 Unrealized -32.5%
AMGN AMGEN INC. CMN 0.0%
Value ($000) $101 Shares 532 Est. Cost $154.70 Unrealized -0.0%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $98 Shares 879 Est. Cost $78.04 Unrealized +8.6%
KO COCA-COLA COMPANY (THE) CMN 0.0%
Value ($000) $96 Shares 2,050 Est. Cost $33.68 Unrealized +12.2%
MMM 3M COMPANY 0.0%
Value ($000) $88 Shares 425 Est. Cost $128.81 Unrealized +1.8%
VYM VANGUARD HIGH DVD YIELD ETF 0.0%
Value ($000) $86 Shares 1,000 Est. Cost $86.00 Unrealized
DOWDUPONT INC. CMN 0.0%
Value ($000) $85 Shares 1,594 Est. Cost $53.32 Unrealized
SONY SONY CORPORATION ADR CMN 0.0%
Value ($000) $84 Shares 2,000 Est. Cost $58.34 Unrealized
CAT CATERPILLAR INC (DELAWARE) CMN 0.0%
Value ($000) $81 Shares 595 Est. Cost $84.59 Unrealized +35.5%
EZM WISDOMTREE US MIDCAP EARNINGS 0.0%
Value ($000) $80 Shares 2,046 Est. Cost $39.10 Unrealized
CME CME GROUP INC. CMN CLASS A 0.0%
Value ($000) $79 Shares 480 Est. Cost $138.04 Unrealized -0.1%
MRK MERCK & CO., INC. CMN 0.0%
Value ($000) $75 Shares 903 Est. Cost $60.24 Unrealized +0.1%
APD AIR PRODUCTS & CHEMICALS INC C 0.0%
Value ($000) $75 Shares 393 Est. Cost $145.63 Unrealized 0.0%
TIFFANY & CO NEW COM 0.0%
Value ($000) $73 Shares 691 Est. Cost $105.64 Unrealized
ROYAL DUTCH SHELL PLC SPONSORE 0.0%
Value ($000) $72 Shares 1,121 Est. Cost $64.23 Unrealized
BA BOEING COMPANY CMN 0.0%
Value ($000) $68 Shares 179 Est. Cost $337.46 Unrealized +11.2%
VZ VERIZON COMMUNICATIONS, INC. C 0.0%
Value ($000) $66 Shares 1,112 Est. Cost $38.94 Unrealized +0.0%
RHP RYMAN HOSPITALITY PPTYS INC CO 0.0%
Value ($000) $65 Shares 792 Est. Cost $85.36 Unrealized
AZN ASTRAZENECA PLC SPONS ADR SPON 0.0%
Value ($000) $64 Shares 1,592 Est. Cost $40.20 Unrealized
BK BANK NEW YORK MELLON COM 0.0%
Value ($000) $61 Shares 1,200 Est. Cost $43.25 Unrealized -2.1%
INTC INTEL CORPORATION CMN 0.0%
Value ($000) $61 Shares 1,136 Est. Cost $43.75 Unrealized +0.2%
MA MASTERCARD INCORPORATED CMN CL 0.0%
Value ($000) $59 Shares 250 Est. Cost $195.57 Unrealized +5.9%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value ($000) $57 Shares 1,968 Est. Cost $28.96 Unrealized
WES WESTERN GAS EQUITY PARTNERS LP 0.0%
Value ($000) $56 Shares 1,791 Est. Cost $31.27 Unrealized
YORW YORK WATER CO 0.0%
Value ($000) $55 Shares 1,600 Est. Cost $29.15 Unrealized 0.0%
POST POST HOLDINGS INC 0.0%
Value ($000) $55 Shares 500 Est. Cost $57.85 Unrealized +13.3%
HON HONEYWELL INTL INC CMN 0.0%
Value ($000) $55 Shares 349 Est. Cost $121.06 Unrealized +0.1%
GLD SPDR GOLD TRUST ETF 0.0%
Value ($000) $54 Shares 442 Est. Cost $121.17 Unrealized
PFE PFIZER INC. CMN 0.0%
Value ($000) $53 Shares 1,241 Est. Cost $29.05 Unrealized +0.6%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $53 Shares 175 Est. Cost $243.60 Unrealized 0.0%
EVRG EVERGY, INC. 0.0%
Value ($000) $52 Shares 897 Est. Cost $43.70 Unrealized 0.0%
TXT TEXTRON INC.DEL. CMN 0.0%
Value ($000) $52 Shares 1,023 Est. Cost $66.56 Unrealized -23.2%
PEP PEPSICO, INC. CMN 0.0%
Value ($000) $51 Shares 413 Est. Cost $92.40 Unrealized +0.1%
CFG CITIZENS FINANCIAL GROUP INC 0.0%
Value ($000) $50 Shares 1,531 Est. Cost $25.64 Unrealized 0.0%
RAYTHEON COMPANY CMN 0.0%
Value ($000) $50 Shares 274 Est. Cost $182.48 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $50 Shares 386 Est. Cost $129.53 Unrealized
GIS GENERAL MILLS INC CMN 0.0%
Value ($000) $49 Shares 943 Est. Cost $35.78 Unrealized 0.0%
NVS NOVARTIS AG-ADR SPONSORED ADR 0.0%
Value ($000) $48 Shares 500 Est. Cost $74.80 Unrealized
TD TORONTO DOMINION BK COM NEW 0.0%
Value ($000) $48 Shares 877 Est. Cost $55.28 Unrealized 0.0%
KAMAN CORP COM 0.0%
Value ($000) $47 Shares 800 Est. Cost $68.61 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $47 Shares 778 Est. Cost $50.50 Unrealized -0.1%
EL PASO ELEC CO COM NEW 0.0%
Value ($000) $46 Shares 785 Est. Cost $57.97 Unrealized
ITT ITT INC 0.0%
Value ($000) $46 Shares 800 Est. Cost $55.95 Unrealized -2.4%
ALTABA INC 0.0%
Value ($000) $44 Shares 595 Est. Cost $69.82 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $43 Shares 550 Est. Cost $67.84 Unrealized -0.9%
ZENDESK INC 0.0%
Value ($000) $42 Shares 494 Est. Cost $85.02 Unrealized
BSX BOSTON SCIENTIFIC CORP. COMMON 0.0%
Value ($000) $42 Shares 1,085 Est. Cost $33.71 Unrealized +13.3%
IEMG ISHARES CORE MSCI EMERGING MAR 0.0%
Value ($000) $41 Shares 793 Est. Cost $51.70 Unrealized
MTB M&T BANK CORPORATION CMN 0.0%
Value ($000) $39 Shares 250 Est. Cost $138.88 Unrealized -5.1%
HUBS HUBSPOT INC 0.0%
Value ($000) $38 Shares 229 Est. Cost $158.40 Unrealized 0.0%
CRL CHARLES RIV LABS INTL INC CMN 0.0%
Value ($000) $37 Shares 258 Est. Cost $131.38 Unrealized 0.0%
PSTG PURE STORAGE INC - CLASS A 0.0%
Value ($000) $37 Shares 1,685 Est. Cost $19.00 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP C 0.0%
Value ($000) $37 Shares 300 Est. Cost $109.82 Unrealized -11.9%
DGRO ISHARES CORE DIVIDEND GROWTH E 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $37.00 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $36 Shares 538 Est. Cost $54.12 Unrealized 0.0%
LHC GROUP INC COM 0.0%
Value ($000) $36 Shares 325 Est. Cost $110.77 Unrealized
KBR KBR, INC. CMN 0.0%
Value ($000) $35 Shares 1,811 Est. Cost $16.62 Unrealized 0.0%
HALO HALOZYME THERAPEUTICS COM 0.0%
Value ($000) $35 Shares 2,150 Est. Cost $16.20 Unrealized +0.0%
FOLD AMICUS THERAPEUTICS INC 0.0%
Value ($000) $34 Shares 2,470 Est. Cost $12.22 Unrealized 0.0%
NFG NATIONAL FUEL GAS N J COM 0.0%
Value ($000) $34 Shares 550 Est. Cost $53.91 Unrealized +7.7%
MSG NETWORK INC CL A 0.0%
Value ($000) $34 Shares 1,542 Est. Cost $25.88 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $34 Shares 552 Est. Cost $61.59 Unrealized
CVS CVS HEALTH CORP CMN 0.0%
Value ($000) $33 Shares 615 Est. Cost $55.22 Unrealized -10.4%
SIGI SELECTIVE INS GROUP COM 0.0%
Value ($000) $33 Shares 526 Est. Cost $56.57 Unrealized 0.0%
CATALENT INC COM 0.0%
Value ($000) $32 Shares 789 Est. Cost $40.56 Unrealized
HILL-ROM HOLDINGS, INC. CMN 0.0%
Value ($000) $32 Shares 299 Est. Cost $107.02 Unrealized
NTRS NORTHERN TRUST CORP CMN 0.0%
Value ($000) $32 Shares 355 Est. Cost $85.27 Unrealized -14.4%
HARRIS CORP DEL COM 0.0%
Value ($000) $32 Shares 200 Est. Cost $153.33 Unrealized
MSFT MICROSOFT CORPORATION CMN 0.0%
Value ($000) $31 Shares 260 Est. Cost $102.20 Unrealized +0.1%
WFC WELLS FARGO & CO (NEW) CMN 0.0%
Value ($000) $30 Shares 622 Est. Cost $46.25 Unrealized -11.9%
AB ALLIANCEBERNSTEIN HOLDING LP U 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $30.10 Unrealized
CB CHUBB LIMITED CMN 0.0%
Value ($000) $29 Shares 205 Est. Cost $118.54 Unrealized 0.0%
MC MOELIS & CO CLASS A 0.0%
Value ($000) $28 Shares 684 Est. Cost $26.44 Unrealized 0.0%
BYD BOYD GAMING CORP COM 0.0%
Value ($000) $28 Shares 1,030 Est. Cost $25.96 Unrealized 0.0%
PAG PENSKE AUTOMOTIVE GRP COM 0.0%
Value ($000) $27 Shares 607 Est. Cost $44.30 Unrealized 0.0%
ALTERYX INC A 0.0%
Value ($000) $27 Shares 317 Est. Cost $85.17 Unrealized
AL AIR LEASE CORP CL A 0.0%
Value ($000) $26 Shares 766 Est. Cost $31.72 Unrealized 0.0%
BOX BOX INC 0.0%
Value ($000) $26 Shares 1,348 Est. Cost $20.72 Unrealized 0.0%
CYRUSONE INC 0.0%
Value ($000) $26 Shares 494 Est. Cost $52.63 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $25 Shares 209 Est. Cost $90.64 Unrealized 0.0%
CRANE CO (DELAWARE) CMN 0.0%
Value ($000) $25 Shares 300 Est. Cost $95.02 Unrealized
SWX SOUTHWEST GAS CORP COM 0.0%
Value ($000) $25 Shares 300 Est. Cost $79.96 Unrealized 0.0%
MS MORGAN STANLEY CMN 0.0%
Value ($000) $25 Shares 600 Est. Cost $39.35 Unrealized -13.6%
AXP AMERICAN EXPRESS CO. CMN 0.0%
Value ($000) $25 Shares 225 Est. Cost $93.12 Unrealized +2.9%
AEP AMERICAN ELECTRIC POWER INC CM 0.0%
Value ($000) $25 Shares 293 Est. Cost $62.09 Unrealized +0.6%
FBP FIRST BANCORP 0.0%
Value ($000) $24 Shares 2,126 Est. Cost $8.64 Unrealized 0.0%
RDN RADIAN GROUP INC COM 0.0%
Value ($000) $23 Shares 1,089 Est. Cost $16.09 Unrealized 0.0%
BJ BJS WHOLESALE CLUB INC COM 0.0%
Value ($000) $23 Shares 840 Est. Cost $25.51 Unrealized 0.0%
NAVISTAR INTL CORP (NEW) CMN 0.0%
Value ($000) $23 Shares 700 Est. Cost $39.14 Unrealized
GBX GREENBRIER COMPANIES INC 0.0%
Value ($000) $23 Shares 710 Est. Cost $32.04 Unrealized 0.0%
HD THE HOME DEPOT, INC. CMN 0.0%
Value ($000) $23 Shares 119 Est. Cost $163.73 Unrealized -5.5%
CNS COHEN & STEERS INC COM 0.0%
Value ($000) $21 Shares 500 Est. Cost $29.37 Unrealized +1.7%
ENABLE MIDSTREAM PARTNERS LP 0.0%
Value ($000) $21 Shares 1,500 Est. Cost $14.00 Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $20 Shares 194 Est. Cost $82.49 Unrealized 0.0%
DEO DIAGEO PLC SPON ADR (NEW) SPON 0.0%
Value ($000) $20 Shares 120 Est. Cost $141.31 Unrealized
QTS REALTY TRUST INC CLASS A 0.0%
Value ($000) $20 Shares 438 Est. Cost $45.66 Unrealized
SPIRIT AIRLINES INC 0.0%
Value ($000) $19 Shares 358 Est. Cost $53.07 Unrealized
ORRF ORRSTOWN FINL SVCS INC COM 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $15.42 Unrealized 0.0%
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $19 Shares 94 Est. Cost $146.03 Unrealized 0.0%
BIIB BIOGEN INC. CMN 0.0%
Value ($000) $18 Shares 78 Est. Cost $315.00 Unrealized -0.0%
TIGO MILLICOM INTL CELLU NEWFUS SHA 0.0%
Value ($000) $17 Shares 275 Est. Cost $62.57 Unrealized 0.0%
MDLZ MODELEZ INTERNATIONAL INC 0.0%
Value ($000) $17 Shares 345 Est. Cost $34.90 Unrealized +11.1%
FBIN FORTUNE BRANDS HOME & COM 0.0%
Value ($000) $17 Shares 350 Est. Cost $42.20 Unrealized -18.1%
MCD MC DONALDS CORP CMN 0.0%
Value ($000) $17 Shares 91 Est. Cost $154.40 Unrealized +0.1%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $18.99 Unrealized +6.7%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $17 Shares 211 Est. Cost $60.45 Unrealized 0.0%
VLO VALERO ENERGY CORPORATION CMN 0.0%
Value ($000) $16 Shares 187 Est. Cost $62.40 Unrealized 0.0%
VFC V F CORP COM 0.0%
Value ($000) $16 Shares 183 Est. Cost $77.99 Unrealized 0.0%
CPB CAMPBELL SOUP CO CMN 0.0%
Value ($000) $15 Shares 400 Est. Cost $31.27 Unrealized -10.0%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $15 Shares 300 Est. Cost $46.30 Unrealized -7.0%
ET ENERGY TRANSFER 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.00 Unrealized
DISH NETWORK CORPORATION CMN C 0.0%
Value ($000) $14 Shares 445 Est. Cost $35.19 Unrealized
AMCX AMC NETWORKS INC CL A 0.0%
Value ($000) $14 Shares 250 Est. Cost $61.10 Unrealized +0.6%
EWI ISHARES INC MSCI ITL ETF NEW 0.0%
Value ($000) $13 Shares 469 Est. Cost $23.45 Unrealized
TDS TELEPHONE AND DATA SYSTEMS INC 0.0%
Value ($000) $13 Shares 436 Est. Cost $27.90 Unrealized +22.0%
MSGS MADISON SQUARE GARDEN CO NEW C 0.0%
Value ($000) $12 Shares 40 Est. Cost $219.26 Unrealized -7.3%
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $126.63 Unrealized -12.9%
DAN DANA HOLDING CORP COM 0.0%
Value ($000) $11 Shares 600 Est. Cost $17.89 Unrealized -15.3%
FOX FOX CORP - CLASS B 0.0%
Value ($000) $11 Shares 300 Est. Cost $34.51 Unrealized 0.0%
CORDORUS VALLEY BANCORP INC 0.0%
Value ($000) $11 Shares 525 Est. Cost $20.95 Unrealized
INTERPUBLIC GROUP COS COM 0.0%
Value ($000) $11 Shares 500 Est. Cost $16.94 Unrealized -0.4%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $10 Shares 200 Est. Cost $43.53 Unrealized -12.0%
PFG PRINCIPAL FINANCIAL GP COM 0.0%
Value ($000) $10 Shares 192 Est. Cost $37.93 Unrealized 0.0%
TDIV FIRST TRUST NASDAQ TECHNOLOGY 0.0%
Value ($000) $10 Shares 250 Est. Cost $40.00 Unrealized
STT STATE STREET CORPORATION (NEW) 0.0%
Value ($000) $10 Shares 145 Est. Cost $69.99 Unrealized -20.9%
CCI CROWN CASTLE INTL CORP COMMON 0.0%
Value ($000) $9 Shares 71 Est. Cost $86.61 Unrealized +0.8%
LVS LAS VEGAS SANDS CORP. CMN 0.0%
Value ($000) $9 Shares 145 Est. Cost $52.50 Unrealized 0.0%
IFF INTERNATIONAL FLAV&FRA COM 0.0%
Value ($000) $9 Shares 70 Est. Cost $108.04 Unrealized +2.2%
XOM EXXON MOBIL CORPORATION CMN 0.0%
Value ($000) $9 Shares 111 Est. Cost $55.52 Unrealized -0.2%
GM GENERAL MOTORS COMPANY CMN 0.0%
Value ($000) $9 Shares 244 Est. Cost $34.84 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS, INC. C 0.0%
Value ($000) $7 Shares 21 Est. Cost $296.45 Unrealized +11.1%
DLR DIGITAL REALTY TRUST, INC 0.0%
Value ($000) $7 Shares 57 Est. Cost $87.78 Unrealized 0.0%
M MACY'S INC. CMN 0.0%
Value ($000) $7 Shares 305 Est. Cost $36.11 Unrealized -30.1%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $44.66 Unrealized +17.9%
AEROJET ROCKETDYNE HOLDINGS IN 0.0%
Value ($000) $7 Shares 200 Est. Cost $32.22 Unrealized
GOOG ALPHABET INC. CMN CLASS C 0.0%
Value ($000) $7 Shares 6 Est. Cost $54.84 Unrealized +1.6%
DBEF XTRACKERS MSCI EAFE HEDGED EQU 0.0%
Value ($000) $7 Shares 224 Est. Cost $31.25 Unrealized
VIACOM INC NEW CL A 0.0%
Value ($000) $6 Shares 200 Est. Cost $36.11 Unrealized
BB&T CORP COM 0.0%
Value ($000) $6 Shares 120 Est. Cost $50.00 Unrealized
RES RPC INC COM 0.0%
Value ($000) $6 Shares 487 Est. Cost $13.69 Unrealized -29.1%
MYE MYERS INDS INC COM 0.0%
Value ($000) $6 Shares 370 Est. Cost $16.89 Unrealized -19.4%
PSX PHILLIPS 66 CMN 0.0%
Value ($000) $6 Shares 58 Est. Cost $71.93 Unrealized 0.0%
CNX CNX RESOURCES CORPORATION 0.0%
Value ($000) $5 Shares 500 Est. Cost $15.89 Unrealized -29.0%
FMX FOMENTO ECONOMICO MEXICANO SAB 0.0%
Value ($000) $5 Shares 50 Est. Cost $95.00 Unrealized
SPG SIMON PROPERTY GROUP INC CMN 0.0%
Value ($000) $5 Shares 27 Est. Cost $121.59 Unrealized 0.0%
BAC BANK OF AMERICA CORP CMN 0.0%
Value ($000) $5 Shares 176 Est. Cost $23.23 Unrealized +2.8%
EXC EXELON CORPORATION CMN 0.0%
Value ($000) $5 Shares 101 Est. Cost $26.74 Unrealized 0.0%
V VISA INC. CMN CLASS A 0.0%
Value ($000) $5 Shares 32 Est. Cost $135.88 Unrealized +1.1%
TWIN TWIN DISC INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $24.53 Unrealized -32.8%
AD UNITED STATES CELLULAR COM 0.0%
Value ($000) $5 Shares 110 Est. Cost $22.93 Unrealized +32.0%
XILINX INCORPORATED CMN 0.0%
Value ($000) $4 Shares 29 Est. Cost $115.34 Unrealized
WHITING PETE CORP NEW COM 0.0%
Value ($000) $4 Shares 147 Est. Cost $53.68 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $4 Shares 75 Est. Cost $46.89 Unrealized -8.0%
DUK DUKE ENERGY CORPORATION CMN 0.0%
Value ($000) $4 Shares 42 Est. Cost $66.91 Unrealized 0.0%
ENR ENERGIZER HOLDINGS INC NEW 0.0%
Value ($000) $4 Shares 90 Est. Cost $47.22 Unrealized -24.1%
META FACEBOOK, INC. CMN CLASS A 0.0%
Value ($000) $4 Shares 25 Est. Cost $150.05 Unrealized +5.2%
CMCSA COMCAST CORPORATION CMN CLASS 0.0%
Value ($000) $4 Shares 91 Est. Cost $30.88 Unrealized +2.1%
ORCL ORACLE CORPORATION CMN 0.0%
Value ($000) $4 Shares 77 Est. Cost $44.86 Unrealized +2.7%
COST COSTCO WHOLESALE CORPORATION C 0.0%
Value ($000) $3 Shares 13 Est. Cost $200.02 Unrealized -0.8%
EW EDWARDS LIFESCIENCES COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $55.45 Unrealized +2.9%
NKE NIKE CLASS-B CMN CLASS B 0.0%
Value ($000) $3 Shares 36 Est. Cost $71.36 Unrealized +5.6%
CCL CARNIVAL CORPORATION CMN 0.0%
Value ($000) $3 Shares 69 Est. Cost $52.80 Unrealized 0.0%
BSET BASSETT FURNITURE INDS INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.86 Unrealized -22.5%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $3 Shares 19 Est. Cost $157.89 Unrealized
UNH UNITEDHEALTH GROUP INCORPORATE 0.0%
Value ($000) $3 Shares 14 Est. Cost $229.14 Unrealized -0.7%
ZTS ZOESTIS INC 0.0%
Value ($000) $3 Shares 29 Est. Cost $82.67 Unrealized +3.9%
TG TREDEGAR CORP COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $13.27 Unrealized -23.6%
TENNECO INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $42.48 Unrealized
ULTA ULTA SALON COSMETICS AND FRAGR 0.0%
Value ($000) $2 Shares 5 Est. Cost $302.42 Unrealized 0.0%
TJX TJX COMPANIES INC (NEW) CMN 0.0%
Value ($000) $2 Shares 40 Est. Cost $45.80 Unrealized -0.7%
TMUS T-MOBILE US, INC. CMN 0.0%
Value ($000) $2 Shares 33 Est. Cost $66.76 Unrealized +1.2%
MNST MONSTER BEVERAGE CORPORATION C 0.0%
Value ($000) $2 Shares 41 Est. Cost $28.50 Unrealized 0.0%
NUE NUCOR CORPORATION CMN 0.0%
Value ($000) $2 Shares 34 Est. Cost $50.70 Unrealized 0.0%
EOG EOG RESOURCES INC CMN 0.0%
Value ($000) $2 Shares 26 Est. Cost $75.29 Unrealized -4.5%
SNA SNAP-ON INC CMN 0.0%
Value ($000) $2 Shares 15 Est. Cost $132.59 Unrealized 0.0%
PYPL PAYPAL HOLDINGS, INC. CMN 0.0%
Value ($000) $2 Shares 19 Est. Cost $94.45 Unrealized 0.0%
CONSOL ENERGY INC. 0.0%
Value ($000) $2 Shares 62 Est. Cost $38.71 Unrealized
ISRG INTUITIVE SURGICAL, INC. CMN 0.0%
Value ($000) $2 Shares 4 Est. Cost $177.73 Unrealized 0.0%
SSP SCRIPPS E W CO OHIO CL A NEW 0.0%
Value ($000) $2 Shares 103 Est. Cost $10.76 Unrealized +38.9%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $2 Shares 1 Est. Cost $1755.46 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL IN 0.0%
Value ($000) $2 Shares 43 Est. Cost $24.48 Unrealized +1.4%
ADBE ADOBE INC CMN 0.0%
Value ($000) $2 Shares 7 Est. Cost $253.74 Unrealized -0.6%
IJS ISHARES S&P SMALL-CAP 600 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
IWP ISHARES RUSSELL MID CAP GROWTH 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROW 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
IWS ISHARES TR RUSSELL MCP VL 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
LEA LEAR CORPORATION CMN 0.0%
Value ($000) $1 Shares 4 Est. Cost $127.17 Unrealized 0.0%
REGN REGENERON PHARMACEUTICAL INC C 0.0%
Value ($000) $1 Shares 3 Est. Cost $409.51 Unrealized 0.0%
ROP ROPER INDS INC NEW COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $291.56 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $84.34 Unrealized +1.6%
HPQ HP Inc. 0.0%
Value ($000) $1 Shares 65 Est. Cost $17.63 Unrealized -5.2%
GFF GRIFFON CORP COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.71 Unrealized -12.8%
CI CIGNA CORPORATION CMN 0.0%
Value ($000) $1 Shares 8 Est. Cost $167.01 Unrealized 0.0%
NOK NOKIA CORP SPON ADR SPONSORED 0.0%
Value ($000) $1 Shares 222 Est. Cost $4.50 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $20.84 Unrealized +3.1%
APH AMPHENOL CORP NEW-CL A 0.0%
Value ($000) $1 Shares 6 Est. Cost $20.93 Unrealized 0.0%
FISV FISERV INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $81.99 Unrealized +0.6%
CMA COMERICA INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $57.48 Unrealized 0.0%
CPRT COPART INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $13.58 Unrealized 0.0%
MTD METTLER-TOLEDO INTL CMN 0.0%
Value ($000) $1 Shares 1 Est. Cost $650.03 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HOLDING CO 0.0%
Value ($000) $1 Shares 21 Est. Cost $45.86 Unrealized 0.0%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $211.23 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $142.35 Unrealized +5.7%
NOC NORTHROP GRUMMAN CORP CMN 0.0%
Value ($000) $1 Shares 2 Est. Cost $245.46 Unrealized -0.7%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
HESS CORPORATION CMN 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $250.16 Unrealized +5.4%
PGR THE PROGRESSIVE CORPORATION CM 0.0%
Value ($000) $1 Shares 12 Est. Cost $52.48 Unrealized +5.7%
VIACOM INC CMN CLASS B 0.0%
Value ($000) $1 Shares 50 Est. Cost $32.49 Unrealized
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $24.03 Unrealized +5.5%
SUI SUN COMMUNITIES INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $115.70 Unrealized
SBUX STARBUCKS CORP. CMN 0.0%
Value ($000) $1 Shares 13 Est. Cost $58.39 Unrealized +1.5%
FOXA FOX CORP - CLASS A 0.0%
Value ($000) $0 Shares 10 Est. Cost $35.41 Unrealized 0.0%
MU MICRON TECHNOLOGY, INC. CMN 0.0%
Value ($000) $0 Shares 11 Est. Cost $37.69 Unrealized 0.0%