Aviance Capital Partners, LLC Diversified Active

CIK: 0001542383 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 25, 2017

Total Value ($000): $310,577 (100.0% shares, 0.0% debt)

Holdings (205)

ALLERGAN INC. 9.6%
Value ($000) $29,785 Shares 122,527 Est. Cost $269.50 Unrealized
AAPL APPLE INC. 8.1%
Value ($000) $25,248 Shares 175,312 Est. Cost $23.68 Unrealized +44.9%
BA BOEING CO. 2.4%
Value ($000) $7,523 Shares 38,041 Est. Cost $96.45 Unrealized +81.3%
BRK/B BERKSHIRE HATHAWAY INC. CL B 2.3%
Value ($000) $7,098 Shares 41,908 Est. Cost $126.10 Unrealized +31.9%
XOM EXXON MOBIL CORP. 2.2%
Value ($000) $6,918 Shares 85,689 Est. Cost $56.12 Unrealized -1.2%
AMGN AMGEN INC. 2.2%
Value ($000) $6,752 Shares 39,204 Est. Cost $86.55 Unrealized +44.8%
IGIB ISHARES BARCLAYS INTER CREDIT BOND FUND 1.6%
Value ($000) $5,027 Shares 45,795 Est. Cost $109.15 Unrealized
PG PROCTER & GAMBLE CO. 1.6%
Value ($000) $4,858 Shares 55,747 Est. Cost $61.98 Unrealized +13.2%
BRK/A BERKSHIRE HATHAWAY INC. CL A 1.3%
Value ($000) $4,075 Shares 16 Est. Cost $206050.61 Unrealized +21.2%
REYNOLDS AMERICAN INC. 1.3%
Value ($000) $3,996 Shares 61,435 Est. Cost $48.36 Unrealized
GOOGL ALPHABET INC. CL A 1.3%
Value ($000) $3,887 Shares 4,181 Est. Cost $36.21 Unrealized +28.2%
JPM JPMORGAN CHASE & CO. 1.2%
Value ($000) $3,866 Shares 42,295 Est. Cost $40.56 Unrealized +69.0%
SBUX STARBUCKS CORP. 1.2%
Value ($000) $3,645 Shares 62,519 Est. Cost $46.93 Unrealized +7.0%
ALL ALLSTATE CORP. 1.2%
Value ($000) $3,615 Shares 40,873 Est. Cost $44.70 Unrealized +56.1%
ABBV ABBVIE INC. 1.1%
Value ($000) $3,330 Shares 45,928 Est. Cost $36.46 Unrealized +28.8%
PIMCO DYNAMIC CREDIT INCOME FUND 1.1%
Value ($000) $3,298 Shares 147,764 Est. Cost $20.70 Unrealized
GS GOLDMAN SACHS GROUP INC. 1.0%
Value ($000) $3,071 Shares 13,841 Est. Cost $142.83 Unrealized +29.3%
BROADCOM LTD. 1.0%
Value ($000) $3,013 Shares 12,928 Est. Cost $159.69 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $2,937 Shares 22,201 Est. Cost $64.82 Unrealized +54.9%
JAZZ JAZZ PHARMACEUTICALS PLC 0.9%
Value ($000) $2,854 Shares 18,353 Est. Cost $152.84 Unrealized +0.1%
DNP SELECT INCOME FUND 0.9%
Value ($000) $2,784 Shares 252,835 Est. Cost $928.37 Unrealized
INTC INTEL CORP. 0.9%
Value ($000) $2,781 Shares 82,426 Est. Cost $25.48 Unrealized +16.0%
PFE PFIZER INC. 0.9%
Value ($000) $2,685 Shares 79,944 Est. Cost $16.86 Unrealized +28.1%
DIS WALT DISNEY CO. 0.8%
Value ($000) $2,611 Shares 24,573 Est. Cost $98.48 Unrealized +4.0%
BLACKROCK INC. 0.8%
Value ($000) $2,428 Shares 5,747 Est. Cost $36234.34 Unrealized
CELGENE CORP. 0.8%
Value ($000) $2,415 Shares 18,597 Est. Cost $108.77 Unrealized
META FACEBOOK INC. 0.8%
Value ($000) $2,400 Shares 15,893 Est. Cost $112.60 Unrealized +31.1%
BABA ALIBABA GROUP HOLDING LTD. 0.8%
Value ($000) $2,392 Shares 16,978 Est. Cost $93.10 Unrealized
CMCSA COMCAST CORP. 0.8%
Value ($000) $2,358 Shares 60,583 Est. Cost $24.61 Unrealized +29.6%
STZ CONSTELLATION BRANDS INC. 0.8%
Value ($000) $2,336 Shares 12,060 Est. Cost $84.65 Unrealized +83.9%
EFX EQUIFAX INC. 0.7%
Value ($000) $2,312 Shares 16,826 Est. Cost $106.35 Unrealized +19.2%
LMT LOCKHEED MARTIN CORP. 0.7%
Value ($000) $2,257 Shares 8,131 Est. Cost $126.85 Unrealized +72.1%
NATIONAL WESTERN LIFE INSURANCE CO. 0.7%
Value ($000) $2,188 Shares 6,846 Est. Cost $195.72 Unrealized
CVS CVS HEALTH CORP. 0.7%
Value ($000) $2,185 Shares 27,154 Est. Cost $44.95 Unrealized +34.2%
MMM 3M CO. 0.7%
Value ($000) $2,108 Shares 10,125 Est. Cost $63.54 Unrealized +96.2%
UPS UNITED PARCEL SERVICE INC. 0.6%
Value ($000) $2,004 Shares 18,125 Est. Cost $77.32 Unrealized 0.0%
MDT MEDTRONIC INC. 0.6%
Value ($000) $1,965 Shares 22,142 Est. Cost $58.80 Unrealized +15.0%
EIG EMPLOYERS HOLDINGS INC. 0.6%
Value ($000) $1,936 Shares 45,765 Est. Cost $19.01 Unrealized +62.7%
BLACKROCK CAPITAL INVESTMENT CORP. 0.6%
Value ($000) $1,920 Shares 256,324 Est. Cost $8.78 Unrealized
TMO THERMO FISHER SCIENTIFIC INC. 0.6%
Value ($000) $1,889 Shares 10,827 Est. Cost $132.13 Unrealized +24.2%
AGG ISHARES CORE TOTAL U.S. BOND MARKET 0.6%
Value ($000) $1,874 Shares 17,114 Est. Cost $110.69 Unrealized
AFL AFLAC INC. 0.6%
Value ($000) $1,857 Shares 23,903 Est. Cost $22.40 Unrealized +37.2%
FLAHERTY & CRUMRINE DYNAMIC PREFERRED & INCOME 0.6%
Value ($000) $1,791 Shares 68,082 Est. Cost $23.44 Unrealized
EATON VANCE LIMITED DURATION INCOME FUND 0.6%
Value ($000) $1,783 Shares 126,475 Est. Cost $13.77 Unrealized
IGSB ISHARES BARCLAYS 1-3 YEAR CREDIT BOND FUND 0.6%
Value ($000) $1,748 Shares 16,603 Est. Cost $105.03 Unrealized
ARW ARROW ELECTRONICS INC. 0.6%
Value ($000) $1,726 Shares 22,016 Est. Cost $59.64 Unrealized +25.3%
NUVEEN DOW 30 DYNAMIC OVERWRITE FUND 0.6%
Value ($000) $1,710 Shares 103,488 Est. Cost $15.32 Unrealized
ADM ARCHER DANIELS MIDLAND CO. 0.5%
Value ($000) $1,679 Shares 40,585 Est. Cost $28.47 Unrealized +16.7%
MAGELLAN HEALTH SERVICES INC. 0.5%
Value ($000) $1,652 Shares 22,662 Est. Cost $61.88 Unrealized
T AT&T INC. 0.5%
Value ($000) $1,649 Shares 43,710 Est. Cost $11.39 Unrealized +39.8%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $1,612 Shares 33,169 Est. Cost $35.32 Unrealized +10.1%
AMERICAN NATIONAL INSURANCE CO. 0.5%
Value ($000) $1,606 Shares 13,785 Est. Cost $7555.07 Unrealized
THIRD POINT REINSURANCE LTD. 0.5%
Value ($000) $1,590 Shares 114,409 Est. Cost $13.59 Unrealized
SCHW CHARLES SCHWAB CORP. 0.5%
Value ($000) $1,565 Shares 36,418 Est. Cost $29.36 Unrealized +21.8%
AXS AXIS CAPITAL HOLDINGS LTD. 0.5%
Value ($000) $1,565 Shares 24,210 Est. Cost $37.96 Unrealized +34.6%
MSFT MICROSOFT CORP. 0.5%
Value ($000) $1,536 Shares 22,284 Est. Cost $40.16 Unrealized +55.2%
JLL JONES LANG LASALLE INC. 0.5%
Value ($000) $1,524 Shares 12,191 Est. Cost $99.67 Unrealized +13.5%
REGN REGENERON PHARMACEUTICALS INC. 0.5%
Value ($000) $1,473 Shares 3,000 Est. Cost $231.58 Unrealized +87.9%
LOW LOWE'S COMPANIES INC. 0.5%
Value ($000) $1,438 Shares 18,545 Est. Cost $60.45 Unrealized +15.3%
SHM SPDR NUVEEN BARCLAYS CAP SHORT TERM MUNI 0.5%
Value ($000) $1,401 Shares 28,896 Est. Cost $48.28 Unrealized
NUVEEN S&P 500 DYNAMIC OVERWRITE FUND 0.4%
Value ($000) $1,385 Shares 90,186 Est. Cost $13.96 Unrealized
AETNA INC. 0.4%
Value ($000) $1,358 Shares 8,941 Est. Cost $121.73 Unrealized
CSCO CISCO SYSTEMS INC. 0.4%
Value ($000) $1,354 Shares 43,247 Est. Cost $23.29 Unrealized +7.6%
ADBE ADOBE SYSTEMS INC. 0.4%
Value ($000) $1,335 Shares 9,438 Est. Cost $95.40 Unrealized +43.5%
TROW T. ROWE PRICE GROUP INC. 0.4%
Value ($000) $1,319 Shares 17,775 Est. Cost $50.06 Unrealized +3.7%
ASPEN INSURANCE HOLDINGS LTD. 0.4%
Value ($000) $1,316 Shares 26,403 Est. Cost $46.85 Unrealized
INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND 0.4%
Value ($000) $1,315 Shares 109,517 Est. Cost $11.21 Unrealized
PEP PEPSICO INC. 0.4%
Value ($000) $1,260 Shares 10,906 Est. Cost $57.79 Unrealized +52.6%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.4%
Value ($000) $1,236 Shares 45,642 Est. Cost $42.35 Unrealized
BLACKSTONE GROUP LP 0.4%
Value ($000) $1,234 Shares 37,015 Est. Cost $28.75 Unrealized
NKE NIKE INC. 0.4%
Value ($000) $1,225 Shares 20,769 Est. Cost $52.65 Unrealized -8.4%
NUVEEN NASDAQ 100 DYNAMIC OVERWRITE 0.4%
Value ($000) $1,213 Shares 55,866 Est. Cost $19.76 Unrealized
CSX CSX CORP. 0.4%
Value ($000) $1,203 Shares 22,052 Est. Cost $7.71 Unrealized +97.5%
CALAMOS STRATEGIC TOTAL RETURN 0.4%
Value ($000) $1,195 Shares 101,821 Est. Cost $11.02 Unrealized
BIIB BIOGEN INC. 0.4%
Value ($000) $1,187 Shares 4,376 Est. Cost $281.91 Unrealized -6.2%
GILD GILEAD SCIENCES INC. 0.4%
Value ($000) $1,145 Shares 16,175 Est. Cost $62.55 Unrealized -22.8%
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND 0.4%
Value ($000) $1,137 Shares 21,261 Est. Cost $8371.59 Unrealized
BLACKROCK GLOBAL OPPORTUNITIES EQUITY TRUST 0.4%
Value ($000) $1,136 Shares 85,703 Est. Cost $834.69 Unrealized
KO COCA-COLA CO. 0.4%
Value ($000) $1,126 Shares 25,113 Est. Cost $29.38 Unrealized +14.6%
SPY SPDR S&P 500 0.4%
Value ($000) $1,112 Shares 4,600 Est. Cost $7287.84 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC. 0.3%
Value ($000) $1,084 Shares 83,802 Est. Cost $13.62 Unrealized
POWERSHARES QQQ 0.3%
Value ($000) $1,073 Shares 7,794 Est. Cost $6261.91 Unrealized
MUB ISHARES S&P NATIONAL AMT-FREE MUNI BOND FUND 0.3%
Value ($000) $1,071 Shares 9,722 Est. Cost $18802.97 Unrealized
RHI ROBERT HALF INTERNATIONAL INC. 0.3%
Value ($000) $1,055 Shares 22,004 Est. Cost $43.48 Unrealized +7.5%
POWERSHARES FINANCIAL PREFERRED 0.3%
Value ($000) $1,048 Shares 54,861 Est. Cost $18.12 Unrealized
TEKLA HEALTHCARE OPPORTUNITIES FUND 0.3%
Value ($000) $1,045 Shares 57,000 Est. Cost $18.59 Unrealized
BAC BANK OF AMERICA CORP. 0.3%
Value ($000) $1,033 Shares 42,600 Est. Cost $15.93 Unrealized +19.9%
AXP AMERICAN EXPRESS CO. 0.3%
Value ($000) $1,024 Shares 12,160 Est. Cost $59.80 Unrealized +17.5%
MAGELLAN MIDSTREAM PARTNERS LP 0.3%
Value ($000) $1,000 Shares 14,033 Est. Cost $71.32 Unrealized
PATTERSON COMPANIES INC. 0.3%
Value ($000) $998 Shares 21,256 Est. Cost $41.50 Unrealized
MRK MERCK & CO. INC. 0.3%
Value ($000) $998 Shares 15,564 Est. Cost $30.57 Unrealized +52.3%
ACTIVISION BLIZZARD INC. 0.3%
Value ($000) $987 Shares 17,138 Est. Cost $48.97 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.3%
Value ($000) $985 Shares 7,740 Est. Cost $84.77 Unrealized +26.5%
VOYA ASIA PACIFIC HIGH DIV EQUITY INCOME 0.3%
Value ($000) $983 Shares 93,394 Est. Cost $10.80 Unrealized
BROOKFIELD REAL ASSETS INCOME FUND INC. 0.3%
Value ($000) $983 Shares 42,428 Est. Cost $22.46 Unrealized
AAP ADVANCE AUTO PARTS INC. 0.3%
Value ($000) $971 Shares 8,330 Est. Cost $83.74 Unrealized +43.9%
TGT TARGET CORP. 0.3%
Value ($000) $968 Shares 18,517 Est. Cost $57.25 Unrealized -25.7%
PFF ISHARES S&P U.S. PREFERRED STOCK INDEX FUND 0.3%
Value ($000) $957 Shares 24,440 Est. Cost $39.30 Unrealized
BMY BRISTOL-MYERS SQUIBB CO. 0.3%
Value ($000) $897 Shares 16,096 Est. Cost $29.26 Unrealized +36.4%
NUVEEN FLOATING RATE INCOME OPPORTUNITY FUND 0.3%
Value ($000) $896 Shares 76,795 Est. Cost $10.61 Unrealized
SO SOUTHERN CO. 0.3%
Value ($000) $891 Shares 18,617 Est. Cost $28.75 Unrealized +22.0%
V VISA INC. 0.3%
Value ($000) $886 Shares 9,449 Est. Cost $67.33 Unrealized +29.9%
CINF CINCINNATI FINANCIAL CORP. 0.3%
Value ($000) $884 Shares 12,200 Est. Cost $35.55 Unrealized +58.1%
NUVEEN ENERGY MLP TOTAL RETURN 0.3%
Value ($000) $878 Shares 66,482 Est. Cost $12.83 Unrealized
ALPINE TOTAL DYNAMIC DIVIDEND FUND 0.3%
Value ($000) $871 Shares 100,185 Est. Cost $8.34 Unrealized
COHEN & STEERS INFRASTRUCTURE FUND 0.3%
Value ($000) $868 Shares 36,737 Est. Cost $21.95 Unrealized
ELLSWORTH GROWTH AND INCOME FUND LTD. 0.3%
Value ($000) $856 Shares 93,414 Est. Cost $8.23 Unrealized
IVV ISHARES CORE S&P 500 INDEX 0.3%
Value ($000) $850 Shares 3,492 Est. Cost $92213.26 Unrealized
AB ALLIANCEBERNSTEIN HLDG LP 0.3%
Value ($000) $838 Shares 35,452 Est. Cost $27.96 Unrealized
MA MASTERCARD INC. 0.3%
Value ($000) $813 Shares 6,690 Est. Cost $71.69 Unrealized +57.7%
KWR QUAKER CHEMICAL CORP. 0.3%
Value ($000) $810 Shares 5,575 Est. Cost $64.13 Unrealized +120.5%
IBM INTL BUSINESS MACHINES CORP. 0.3%
Value ($000) $802 Shares 5,212 Est. Cost $99.07 Unrealized +4.7%
CIGNA CORP. 0.3%
Value ($000) $782 Shares 4,673 Est. Cost $2882.28 Unrealized
COF CAPITAL ONE FINANCIAL CORP. 0.2%
Value ($000) $757 Shares 9,160 Est. Cost $49.58 Unrealized +41.1%
RGA REINSURANCE GROUP OF AMERICA INC. 0.2%
Value ($000) $748 Shares 5,830 Est. Cost $87.30 Unrealized +44.6%
ADP AUTOMATIC DATA PROCESSING INC. 0.2%
Value ($000) $746 Shares 7,284 Est. Cost $45.09 Unrealized +86.8%
TESORO CORP. 0.2%
Value ($000) $733 Shares 7,830 Est. Cost $71.29 Unrealized
NDAQ NASDAQ INC. 0.2%
Value ($000) $722 Shares 10,094 Est. Cost $19.36 Unrealized +3.5%
VIG VANGUARD DIVIDEND APPRECIATION 0.2%
Value ($000) $720 Shares 7,768 Est. Cost $86.18 Unrealized
CAH CARDINAL HEALTH INC. 0.2%
Value ($000) $717 Shares 9,197 Est. Cost $56.08 Unrealized +4.1%
TRV TRAVELERS COMPANIES INC. 0.2%
Value ($000) $713 Shares 5,637 Est. Cost $82.57 Unrealized +23.4%
NVDA NVIDIA CORP. 0.2%
Value ($000) $712 Shares 4,924 Est. Cost $3.13 Unrealized 0.0%
MTH MERITAGE HOMES CORP. 0.2%
Value ($000) $708 Shares 16,782 Est. Cost $17.88 Unrealized +10.9%
MOS MOSAIC CO. 0.2%
Value ($000) $700 Shares 30,671 Est. Cost $33.19 Unrealized -35.8%
PNC PNC FINANCIAL SERVICES GROUP INC. 0.2%
Value ($000) $699 Shares 5,600 Est. Cost $48.30 Unrealized +87.0%
CL COLGATE-PALMOLIVE CO. 0.2%
Value ($000) $695 Shares 9,375 Est. Cost $45.58 Unrealized +33.1%
VNQ VANGUARD REIT INDEX 0.2%
Value ($000) $671 Shares 8,066 Est. Cost $85.48 Unrealized
GENERAL ELECTRIC CO. 0.2%
Value ($000) $668 Shares 24,736 Est. Cost $24.04 Unrealized
INGR INGREDION INC. 0.2%
Value ($000) $621 Shares 5,207 Est. Cost $103.14 Unrealized +15.1%
CLOUGH GLOBAL EQUITY FUND 0.2%
Value ($000) $609 Shares 48,306 Est. Cost $1292.23 Unrealized
E. I. DU PONT DE NEMOURS AND CO. 0.2%
Value ($000) $602 Shares 7,460 Est. Cost $59.94 Unrealized
KSS KOHL'S CORP. 0.2%
Value ($000) $585 Shares 15,125 Est. Cost $53.71 Unrealized -28.6%
MCD MCDONALD'S CORP. 0.2%
Value ($000) $577 Shares 3,767 Est. Cost $76.24 Unrealized +54.7%
PM PHILIP MORRIS INTL INC. 0.2%
Value ($000) $576 Shares 4,904 Est. Cost $50.19 Unrealized +48.0%
CVX CHEVRON CORP. 0.2%
Value ($000) $570 Shares 5,459 Est. Cost $68.77 Unrealized +6.5%
UNITED TECHNOLOGIES CORP. 0.2%
Value ($000) $560 Shares 4,590 Est. Cost $4130.56 Unrealized
WGO WINNEBAGO INDUSTRIES INC. 0.2%
Value ($000) $554 Shares 15,816 Est. Cost $28.01 Unrealized 0.0%
BLACKROCK MULTI-SECTOR INCOME TRUST 0.2%
Value ($000) $536 Shares 29,590 Est. Cost $16.43 Unrealized
VFC V.F. CORP. 0.2%
Value ($000) $525 Shares 9,110 Est. Cost $50.67 Unrealized +1.8%
AMZN AMAZON.COM INC. 0.2%
Value ($000) $513 Shares 530 Est. Cost $47.71 Unrealized 0.0%
HON HONEYWELL INTERNATIONAL INC. 0.2%
Value ($000) $511 Shares 3,835 Est. Cost $61.29 Unrealized +61.1%
BLACKSTONE/GSO STRATEGIC CREDIT 0.2%
Value ($000) $509 Shares 31,947 Est. Cost $14.51 Unrealized
WESTERN ASSET GLOBAL CORPORATE 0.2%
Value ($000) $503 Shares 28,219 Est. Cost $16.93 Unrealized
BLACKROCK DEBT STRATEGIES FUND INC. 0.2%
Value ($000) $495 Shares 42,879 Est. Cost $11.39 Unrealized
BLACKROCK CREDIT ALLOCATION INCOME TRUST IV 0.2%
Value ($000) $488 Shares 36,293 Est. Cost $12.83 Unrealized
WELLS FARGO ADVANTAGE MULTI-SECTOR INCOME FUND 0.2%
Value ($000) $484 Shares 36,279 Est. Cost $12.70 Unrealized
VLO VALERO ENERGY CORP. 0.2%
Value ($000) $481 Shares 7,135 Est. Cost $46.03 Unrealized 0.0%
WWW WOLVERINE WORLD WIDE INC. 0.2%
Value ($000) $477 Shares 17,043 Est. Cost $19.21 Unrealized +11.0%
TCW STRATEGIC INCOME FUND INC. 0.2%
Value ($000) $477 Shares 84,495 Est. Cost $5.35 Unrealized
AVENUE INCOME CREDIT STRATEGIES 0.2%
Value ($000) $475 Shares 34,176 Est. Cost $12.24 Unrealized
MORGAN STANLEY EMERGING MARKETS DEBT FUND INC. 0.2%
Value ($000) $474 Shares 47,896 Est. Cost $9.06 Unrealized
ORCL ORACLE CORP. 0.2%
Value ($000) $470 Shares 9,370 Est. Cost $29.19 Unrealized +37.4%
WESTERN ASSET EMERGING MARKETS INCOME FUND INC. 0.2%
Value ($000) $469 Shares 30,122 Est. Cost $14.97 Unrealized
AEP AMERICAN ELECTRIC POWER CO. INC. 0.2%
Value ($000) $469 Shares 6,750 Est. Cost $32.23 Unrealized +59.1%
GSBC GREAT SOUTHERN BANCORP INC. 0.2%
Value ($000) $467 Shares 8,729 Est. Cost $50.82 Unrealized 0.0%
RGP RESOURCES CONNECTION 0.1%
Value ($000) $463 Shares 33,819 Est. Cost $13.59 Unrealized 0.0%
PII POLARIS INDUSTRIES INC. 0.1%
Value ($000) $463 Shares 5,022 Est. Cost $86.06 Unrealized -0.3%
GOOG ALPHABET INC. CL C 0.1%
Value ($000) $463 Shares 510 Est. Cost $31.13 Unrealized +45.9%
SPECTRA ENERGY PARTNERS LP 0.1%
Value ($000) $459 Shares 10,695 Est. Cost $42.92 Unrealized
FNDC SCHWAB FUNDAMENTAL INTL SMALL COMPANY INDEX 0.1%
Value ($000) $456 Shares 13,936 Est. Cost $27.65 Unrealized
WSM WILLIAMS SONOMA INC. 0.1%
Value ($000) $452 Shares 9,329 Est. Cost $20.88 Unrealized 0.0%
FNDF SCHWAB FUNDAMENTAL INTL LARGE COMPANY INDEX 0.1%
Value ($000) $449 Shares 16,042 Est. Cost $24.36 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX 0.1%
Value ($000) $445 Shares 6,350 Est. Cost $87.04 Unrealized
EATON VANCE RISK-MANAGED DIVERS EQUITY INCOME 0.1%
Value ($000) $444 Shares 47,393 Est. Cost $844.87 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN. VOL. 0.1%
Value ($000) $442 Shares 7,985 Est. Cost $50.99 Unrealized
ANNALY CAPITAL MANAGEMENT INC. 0.1%
Value ($000) $437 Shares 36,250 Est. Cost $1472.16 Unrealized
UNP UNION PACIFIC CORP. 0.1%
Value ($000) $436 Shares 4,000 Est. Cost $65.92 Unrealized +36.7%
GUGGENHEIM S&P 500 PURE VALUE 0.1%
Value ($000) $436 Shares 7,317 Est. Cost $53.17 Unrealized
NEE NEXTERA ENERGY INC. 0.1%
Value ($000) $435 Shares 3,104 Est. Cost $18.06 Unrealized +52.5%
GREENHILL & CO. INC. 0.1%
Value ($000) $431 Shares 21,421 Est. Cost $20.12 Unrealized
RAYTHEON CO. 0.1%
Value ($000) $428 Shares 2,653 Est. Cost $110.77 Unrealized
FRANCESCA'S HOLDINGS CORP. 0.1%
Value ($000) $424 Shares 38,744 Est. Cost $10.94 Unrealized
KHC KRAFT HEINZ CO. 0.1%
Value ($000) $392 Shares 4,575 Est. Cost $48.10 Unrealized +26.3%
HIG HARTFORD FINANCIAL SERVICES GROUP INC. 0.1%
Value ($000) $385 Shares 7,320 Est. Cost $24.62 Unrealized +66.7%
BED BATH & BEYOND INC. 0.1%
Value ($000) $384 Shares 12,643 Est. Cost $30.37 Unrealized
MO ALTRIA GROUP INC. 0.1%
Value ($000) $375 Shares 5,036 Est. Cost $21.53 Unrealized +82.5%
DHR DANAHER CORP. 0.1%
Value ($000) $370 Shares 4,380 Est. Cost $31.05 Unrealized +131.2%
DUK DUKE ENERGY CORP. 0.1%
Value ($000) $365 Shares 4,366 Est. Cost $46.07 Unrealized +28.3%
MINT PIMCO ENHANCED SHORT MATURITY STRATEGY 0.1%
Value ($000) $313 Shares 3,080 Est. Cost $101.59 Unrealized
AIG AMERICAN INTL GROUP INC. 0.1%
Value ($000) $313 Shares 5,000 Est. Cost $43.54 Unrealized +14.3%
SYK STRYKER CORP. 0.1%
Value ($000) $309 Shares 2,225 Est. Cost $77.97 Unrealized +60.0%
MPC MARATHON PETROLEUM CORP. 0.1%
Value ($000) $303 Shares 5,784 Est. Cost $34.22 Unrealized +15.5%
SUN HYDRAULICS CORP. 0.1%
Value ($000) $302 Shares 7,087 Est. Cost $31.75 Unrealized
COST COSTCO WHOLESALE CORP. 0.1%
Value ($000) $294 Shares 1,840 Est. Cost $145.03 Unrealized +4.1%
TIFFANY & CO. 0.1%
Value ($000) $291 Shares 3,100 Est. Cost $72.58 Unrealized
PIMCO HIGH INCOME FUND 0.1%
Value ($000) $280 Shares 31,970 Est. Cost $412.64 Unrealized
PSEC PROSPECT CAPITAL CORP. 0.1%
Value ($000) $280 Shares 34,496 Est. Cost $2.50 Unrealized +20.2%
CERNER CORP. 0.1%
Value ($000) $265 Shares 3,980 Est. Cost $58.84 Unrealized
PH PARKER HANNIFIN CORP. 0.1%
Value ($000) $264 Shares 1,650 Est. Cost $77.42 Unrealized +79.6%
PROSHARES ULTRASHORT QQQ 0.1%
Value ($000) $262 Shares 15,000 Est. Cost $17.47 Unrealized
SUNTRUST BANKS INC. 0.1%
Value ($000) $262 Shares 4,614 Est. Cost $43.81 Unrealized
KMB KIMBERLY-CLARK CORP. 0.1%
Value ($000) $253 Shares 1,963 Est. Cost $93.02 Unrealized +3.4%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $247 Shares 9,510 Est. Cost $17.29 Unrealized +4.2%
ED CONSOLIDATED EDISON INC. 0.1%
Value ($000) $244 Shares 3,022 Est. Cost $36.15 Unrealized +64.1%
XYZ SQUARE INC. 0.1%
Value ($000) $235 Shares 10,000 Est. Cost $10.92 Unrealized +89.2%
EXPO EXPONENT INC. 0.1%
Value ($000) $233 Shares 4,000 Est. Cost $21.56 Unrealized +25.9%
ALKS ALKERMES PLC 0.1%
Value ($000) $232 Shares 4,000 Est. Cost $58.09 Unrealized 0.0%
VOYA INFRASTUCTURE, INDUSTRIALS & MATERIALS FUND 0.1%
Value ($000) $222 Shares 14,210 Est. Cost $17.86 Unrealized
VZ VERIZON COMMUNICATIONS INC. 0.1%
Value ($000) $222 Shares 4,960 Est. Cost $28.81 Unrealized +2.5%
BAX BAXTER INTERNATIONAL INC. 0.1%
Value ($000) $221 Shares 3,658 Est. Cost $49.09 Unrealized 0.0%
BTI BRITISH AMERICAN TOBACCO PLC 0.1%
Value ($000) $214 Shares 3,117 Est. Cost $68.66 Unrealized
PROSHARES ULTRASHORT S&P 500 0.1%
Value ($000) $190 Shares 15,000 Est. Cost $12.67 Unrealized
VOYA INTL HIGH DIV EQUITY INCOME 0.1%
Value ($000) $161 Shares 21,730 Est. Cost $8.25 Unrealized
LIBERTY ALL STAR EQUITY FUND 0.0%
Value ($000) $76 Shares 13,442 Est. Cost $5.04 Unrealized
BLACKROCK INCOME TRUST 0.0%
Value ($000) $64 Shares 10,065 Est. Cost $6.36 Unrealized