Aviance Capital Partners, LLC Diversified Active

CIK: 0001542383 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 10, 2018

Total Value ($000): $345,789 (100.0% shares, 0.0% debt)

Holdings (221)

AAPL APPLE INC. 9.1%
Value ($000) $31,481 Shares 170,071 Est. Cost $24.68 Unrealized +73.2%
ALLERGAN INC. 5.8%
Value ($000) $20,010 Shares 120,022 Est. Cost $269.50 Unrealized
BA BOEING CO. 3.7%
Value ($000) $12,773 Shares 38,072 Est. Cost $99.71 Unrealized +231.3%
AMZN AMAZON.COM INC. 3.4%
Value ($000) $11,798 Shares 6,941 Est. Cost $69.85 Unrealized +13.6%
NFLX NETFLIX INC. 3.3%
Value ($000) $11,557 Shares 29,527 Est. Cost $27.65 Unrealized +23.3%
BABA ALIBABA GROUP HOLDING LTD. 2.3%
Value ($000) $7,899 Shares 42,579 Est. Cost $149.34 Unrealized
XOM EXXON MOBIL CORP. 1.9%
Value ($000) $6,594 Shares 79,706 Est. Cost $56.12 Unrealized +0.0%
META FACEBOOK INC. 1.8%
Value ($000) $6,165 Shares 31,730 Est. Cost $145.87 Unrealized +23.0%
BRK/B BERKSHIRE HATHAWAY INC. CL B 1.8%
Value ($000) $6,141 Shares 32,904 Est. Cost $126.10 Unrealized +54.6%
AMGN AMGEN INC. 1.5%
Value ($000) $5,307 Shares 28,750 Est. Cost $88.40 Unrealized +58.6%
GOOGL ALPHABET INC. CL A 1.3%
Value ($000) $4,514 Shares 3,998 Est. Cost $36.74 Unrealized +46.9%
ABBV ABBVIE INC. 1.2%
Value ($000) $3,983 Shares 42,994 Est. Cost $38.64 Unrealized +82.5%
SCHW CHARLES SCHWAB CORP. 1.0%
Value ($000) $3,606 Shares 70,574 Est. Cost $36.29 Unrealized +37.4%
INTC INTEL CORP. 1.0%
Value ($000) $3,562 Shares 71,663 Est. Cost $29.48 Unrealized +52.8%
BAC BANK OF AMERICA CORP. 0.9%
Value ($000) $3,018 Shares 107,091 Est. Cost $20.56 Unrealized +20.9%
V VISA INC. 0.9%
Value ($000) $3,008 Shares 22,715 Est. Cost $97.48 Unrealized +25.2%
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $2,965 Shares 38,055 Est. Cost $40.56 Unrealized +119.5%
AVGO BROADCOM INC. 0.9%
Value ($000) $2,954 Shares 12,175 Est. Cost $19.95 Unrealized -1.1%
GS GOLDMAN SACHS GROUP INC. 0.8%
Value ($000) $2,901 Shares 13,155 Est. Cost $145.14 Unrealized +38.2%
BRK/A BERKSHIRE HATHAWAY INC. CL A 0.8%
Value ($000) $2,820 Shares 10 Est. Cost $307189.88 Unrealized -4.6%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $2,802 Shares 23,097 Est. Cost $66.43 Unrealized +51.6%
BLACKROCK INC. 0.8%
Value ($000) $2,795 Shares 5,602 Est. Cost $34926.04 Unrealized
ANADARKO PETROLEUM CORP. 0.8%
Value ($000) $2,637 Shares 36,000 Est. Cost $60.39 Unrealized
STZ CONSTELLATION BRANDS INC. 0.7%
Value ($000) $2,593 Shares 11,850 Est. Cost $92.01 Unrealized +117.0%
TIP ISHARES BARCLAYS TIPS BOND FUND 0.7%
Value ($000) $2,573 Shares 22,797 Est. Cost $113.10 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.7%
Value ($000) $2,566 Shares 14,898 Est. Cost $152.84 Unrealized +6.9%
PG PROCTER & GAMBLE CO. 0.7%
Value ($000) $2,510 Shares 32,163 Est. Cost $62.27 Unrealized -0.7%
PFE PFIZER INC. 0.7%
Value ($000) $2,483 Shares 68,446 Est. Cost $16.86 Unrealized +44.1%
DNP SELECT INCOME FUND 0.7%
Value ($000) $2,428 Shares 225,270 Est. Cost $918.24 Unrealized
PIMCO DYNAMIC CREDIT INCOME FUND 0.7%
Value ($000) $2,317 Shares 98,335 Est. Cost $20.93 Unrealized
MSFT MICROSOFT CORP. 0.7%
Value ($000) $2,297 Shares 23,296 Est. Cost $44.12 Unrealized +103.4%
LMT LOCKHEED MARTIN CORP. 0.7%
Value ($000) $2,287 Shares 7,742 Est. Cost $135.09 Unrealized +94.3%
NVDA NVIDIA CORP. 0.6%
Value ($000) $2,245 Shares 9,479 Est. Cost $3.68 Unrealized +63.2%
AFL AFLAC INC. 0.6%
Value ($000) $2,069 Shares 48,103 Est. Cost $29.79 Unrealized +26.0%
CELGENE CORP. 0.6%
Value ($000) $2,037 Shares 25,658 Est. Cost $100.10 Unrealized
ADBE ADOBE SYSTEMS INC. 0.6%
Value ($000) $2,034 Shares 8,346 Est. Cost $101.58 Unrealized +132.9%
EATON VANCE LIMITED DURATION INCOME FUND 0.6%
Value ($000) $2,023 Shares 160,823 Est. Cost $13.48 Unrealized
TROW T. ROWE PRICE GROUP INC. 0.6%
Value ($000) $2,002 Shares 17,247 Est. Cost $51.20 Unrealized +69.0%
BIIB BIOGEN INC. 0.6%
Value ($000) $1,996 Shares 6,878 Est. Cost $282.52 Unrealized -0.5%
EOG EOG RESOURCES INC. 0.6%
Value ($000) $1,990 Shares 16,000 Est. Cost $80.82 Unrealized +7.9%
IGIB ISHARES INTERMEDIATE CREDIT BOND 0.6%
Value ($000) $1,986 Shares 18,697 Est. Cost $109.15 Unrealized
BLACKROCK CAPITAL INVESTMENT CORP. 0.6%
Value ($000) $1,961 Shares 336,431 Est. Cost $7.90 Unrealized
AGG ISHARES CORE TOTAL U.S. BOND MARKET 0.6%
Value ($000) $1,955 Shares 18,393 Est. Cost $109.87 Unrealized
EIG EMPLOYERS HOLDINGS INC. 0.6%
Value ($000) $1,938 Shares 48,230 Est. Cost $20.07 Unrealized +58.4%
JLL JONES LANG LASALLE INC. 0.6%
Value ($000) $1,903 Shares 11,468 Est. Cost $101.62 Unrealized +65.6%
MRK MERCK & CO. INC. 0.5%
Value ($000) $1,880 Shares 30,978 Est. Cost $37.51 Unrealized +18.7%
TMO THERMO FISHER SCIENTIFIC INC. 0.5%
Value ($000) $1,846 Shares 8,916 Est. Cost $133.05 Unrealized +56.3%
MMM 3M CO. 0.5%
Value ($000) $1,811 Shares 9,208 Est. Cost $65.49 Unrealized +98.7%
DOUBLELINE INCOME SOLUTIONS FUND 0.5%
Value ($000) $1,774 Shares 88,777 Est. Cost $20.00 Unrealized
ALL ALLSTATE CORP. 0.5%
Value ($000) $1,758 Shares 19,271 Est. Cost $44.70 Unrealized +78.1%
DOWDUPONT INC. 0.5%
Value ($000) $1,729 Shares 26,233 Est. Cost $70.49 Unrealized
ARW ARROW ELECTRONICS INC. 0.5%
Value ($000) $1,724 Shares 22,908 Est. Cost $60.70 Unrealized +25.3%
NUVEEN DOW 30 DYNAMIC OVERWRITE FUND 0.5%
Value ($000) $1,696 Shares 91,792 Est. Cost $15.41 Unrealized
AETNA INC. 0.5%
Value ($000) $1,686 Shares 9,190 Est. Cost $125.55 Unrealized
DIS WALT DISNEY CO. 0.5%
Value ($000) $1,676 Shares 15,992 Est. Cost $98.63 Unrealized -1.5%
NUVEEN NASDAQ 100 DYNAMIC OVERWRITE 0.5%
Value ($000) $1,624 Shares 62,052 Est. Cost $20.78 Unrealized
CMCSA COMCAST CORP. 0.5%
Value ($000) $1,618 Shares 49,318 Est. Cost $24.61 Unrealized +9.1%
LOW LOWES COMPANIES INC. 0.5%
Value ($000) $1,614 Shares 16,890 Est. Cost $60.45 Unrealized +30.2%
THIRD POINT REINSURANCE LTD. 0.4%
Value ($000) $1,490 Shares 119,240 Est. Cost $13.60 Unrealized
CALAMOS STRATEGIC TOTAL RETURN 0.4%
Value ($000) $1,465 Shares 115,695 Est. Cost $11.25 Unrealized
CLOUGH GLOBAL EQUITY FUND 0.4%
Value ($000) $1,444 Shares 100,921 Est. Cost $562.93 Unrealized
FLAHERTY & CRUMRINE DYNAMIC PREFERRED & INCOME 0.4%
Value ($000) $1,440 Shares 61,408 Est. Cost $23.44 Unrealized
MAGELLAN HEALTH SERVICES INC. 0.4%
Value ($000) $1,420 Shares 14,800 Est. Cost $62.67 Unrealized
AXS AXIS CAPITAL HOLDINGS LTD. 0.4%
Value ($000) $1,389 Shares 24,978 Est. Cost $38.15 Unrealized +20.6%
NUVEEN S&P 500 DYNAMIC OVERWRITE FUND 0.4%
Value ($000) $1,380 Shares 82,682 Est. Cost $14.03 Unrealized
NATIONAL WESTERN LIFE INSURANCE CO. 0.4%
Value ($000) $1,358 Shares 4,421 Est. Cost $201.30 Unrealized
CSX CSX CORP. 0.4%
Value ($000) $1,326 Shares 20,800 Est. Cost $7.71 Unrealized +141.1%
WMK WEIS MARKETS INC. 0.4%
Value ($000) $1,285 Shares 24,106 Est. Cost $32.80 Unrealized +26.8%
ADM ARCHER DANIELS MIDLAND CO. 0.4%
Value ($000) $1,265 Shares 27,618 Est. Cost $28.72 Unrealized +24.8%
CSCO CISCO SYSTEMS INC. 0.4%
Value ($000) $1,253 Shares 29,135 Est. Cost $24.13 Unrealized +44.0%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $1,250 Shares 23,851 Est. Cost $42.73 Unrealized +23.5%
T AT&T INC. 0.4%
Value ($000) $1,246 Shares 38,789 Est. Cost $11.73 Unrealized +23.9%
MA MASTERCARD INC. 0.4%
Value ($000) $1,217 Shares 6,195 Est. Cost $71.69 Unrealized +151.5%
AXP AMERICAN EXPRESS CO. 0.3%
Value ($000) $1,191 Shares 12,160 Est. Cost $59.80 Unrealized +48.1%
WSM WILLIAMS-SONOMA INC. 0.3%
Value ($000) $1,178 Shares 19,199 Est. Cost $20.43 Unrealized +10.6%
TEKLA HEALTHCARE OPPORTUNITIES FUND 0.3%
Value ($000) $1,157 Shares 67,948 Est. Cost $18.19 Unrealized
FDX FEDEX CORP. 0.3%
Value ($000) $1,145 Shares 5,046 Est. Cost $215.85 Unrealized +0.3%
DECK DECKERS OUTDOOR CORP. 0.3%
Value ($000) $1,135 Shares 10,058 Est. Cost $11.17 Unrealized +54.9%
RHI ROBERT HALF INTERNATIONAL INC. 0.3%
Value ($000) $1,117 Shares 17,164 Est. Cost $43.59 Unrealized +45.5%
BLACKSTONE GROUP LP 0.3%
Value ($000) $1,113 Shares 34,623 Est. Cost $28.90 Unrealized
KO COCA-COLA CO. 0.3%
Value ($000) $1,094 Shares 24,959 Est. Cost $31.23 Unrealized +8.9%
MAGELLAN MIDSTREAM PARTNERS LP 0.3%
Value ($000) $1,064 Shares 15,410 Est. Cost $70.64 Unrealized
TECK TECK RESOURCES LTD. 0.3%
Value ($000) $1,058 Shares 41,601 Est. Cost $23.34 Unrealized +14.7%
ACTIVISION BLIZZARD INC. 0.3%
Value ($000) $1,048 Shares 13,743 Est. Cost $48.97 Unrealized
CIGNA CORP. 0.3%
Value ($000) $1,037 Shares 6,102 Est. Cost $2154.45 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.3%
Value ($000) $1,036 Shares 37,448 Est. Cost $39.96 Unrealized
PFF ISHARES S&P U.S. PREFERRED STOCK INDEX FUND 0.3%
Value ($000) $1,024 Shares 27,170 Est. Cost $39.07 Unrealized
IVV ISHARES CORE S&P 500 INDEX 0.3%
Value ($000) $1,024 Shares 3,752 Est. Cost $84872.18 Unrealized
AB ALLIANCEBERNSTEIN HLDG LP 0.3%
Value ($000) $1,013 Shares 35,481 Est. Cost $28.01 Unrealized
SYF SYNCHRONY FINANCIAL 0.3%
Value ($000) $1,006 Shares 30,162 Est. Cost $28.23 Unrealized +0.4%
PIMCO DYNAMIC INCOME FUND 0.3%
Value ($000) $1,003 Shares 31,494 Est. Cost $31.85 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND 0.3%
Value ($000) $999 Shares 18,912 Est. Cost $8274.52 Unrealized
NUVEEN FLOATING RATE INCOME OPPORTUNITY FUND 0.3%
Value ($000) $999 Shares 95,965 Est. Cost $10.65 Unrealized
NKE NIKE INC. 0.3%
Value ($000) $997 Shares 12,516 Est. Cost $53.47 Unrealized +19.4%
ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC. 0.3%
Value ($000) $996 Shares 86,319 Est. Cost $13.35 Unrealized
COHEN & STEERS INFRASTRUCTURE FUND 0.3%
Value ($000) $994 Shares 43,815 Est. Cost $22.01 Unrealized
BROOKFIELD REAL ASSETS INCOME FUND INC. 0.3%
Value ($000) $988 Shares 43,525 Est. Cost $22.45 Unrealized
GSBC GREAT SOUTHERN BANCORP INC. 0.3%
Value ($000) $976 Shares 17,077 Est. Cost $51.06 Unrealized +8.7%
BLACKROCK GLOBAL OPPORTUNITIES EQUITY TRUST 0.3%
Value ($000) $969 Shares 87,209 Est. Cost $739.64 Unrealized
ADP AUTOMATIC DATA PROCESSING INC. 0.3%
Value ($000) $964 Shares 7,189 Est. Cost $45.09 Unrealized +139.0%
SPECTRA ENERGY PARTNERS LP 0.3%
Value ($000) $963 Shares 27,210 Est. Cost $42.43 Unrealized
GM GENERAL MOTORS CO. 0.3%
Value ($000) $952 Shares 24,174 Est. Cost $32.34 Unrealized +8.3%
PGF POWERSHARES FINANCIAL PREFERRED 0.3%
Value ($000) $946 Shares 51,287 Est. Cost $18.45 Unrealized
APOLLO GLOBAL MANAGEMENT 0.3%
Value ($000) $941 Shares 29,527 Est. Cost $29.62 Unrealized
ELLSWORTH GROWTH AND INCOME FUND LTD. 0.3%
Value ($000) $934 Shares 98,982 Est. Cost $8.40 Unrealized
VOYA ASIA PACIFIC HIGH DIV EQUITY INCOME 0.3%
Value ($000) $933 Shares 93,316 Est. Cost $10.73 Unrealized
CINF CINCINNATI FINANCIAL CORP. 0.3%
Value ($000) $931 Shares 13,934 Est. Cost $42.12 Unrealized +38.3%
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $927 Shares 5,401 Est. Cost $171.63 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.3%
Value ($000) $918 Shares 6,563 Est. Cost $84.77 Unrealized +44.4%
PEP PEPSICO INC. 0.3%
Value ($000) $893 Shares 8,210 Est. Cost $59.00 Unrealized +38.5%
ALPINE TOTAL DYNAMIC DIVIDEND FUND 0.3%
Value ($000) $887 Shares 101,448 Est. Cost $8.74 Unrealized
ANDEAVOR 0.3%
Value ($000) $879 Shares 6,705 Est. Cost $103.11 Unrealized
VLO VALERO ENERGY CORP. 0.3%
Value ($000) $866 Shares 7,820 Est. Cost $48.72 Unrealized +69.4%
KWR QUAKER CHEMICAL CORP. 0.2%
Value ($000) $863 Shares 5,575 Est. Cost $64.13 Unrealized +139.9%
BMY BRISTOL-MYERS SQUIBB CO. 0.2%
Value ($000) $861 Shares 15,566 Est. Cost $29.59 Unrealized +37.3%
SPY SPDR S&P 500 0.2%
Value ($000) $861 Shares 3,174 Est. Cost $7287.84 Unrealized
NUVEEN ENERGY MLP TOTAL RETURN 0.2%
Value ($000) $854 Shares 79,537 Est. Cost $12.52 Unrealized
NDAQ NASDAQ INC. 0.2%
Value ($000) $853 Shares 9,349 Est. Cost $19.36 Unrealized +38.0%
AAP ADVANCE AUTO PARTS INC. 0.2%
Value ($000) $839 Shares 6,190 Est. Cost $83.74 Unrealized +27.6%
CVS CVS HEALTH CORP. 0.2%
Value ($000) $833 Shares 12,960 Est. Cost $44.95 Unrealized +15.0%
CME CME GROUP INC. 0.2%
Value ($000) $819 Shares 5,000 Est. Cost $121.09 Unrealized +3.0%
VIG VANGUARD DIVIDEND APPRECIATION 0.2%
Value ($000) $819 Shares 8,062 Est. Cost $87.99 Unrealized
GILD GILEAD SCIENCES INC. 0.2%
Value ($000) $811 Shares 11,453 Est. Cost $61.61 Unrealized -14.4%
INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND 0.2%
Value ($000) $801 Shares 68,952 Est. Cost $11.28 Unrealized
HMC HONDA MOTOR CO. LTD. 0.2%
Value ($000) $799 Shares 27,309 Est. Cost $32.97 Unrealized
RGA REINSURANCE GROUP OF AMERICA INC. 0.2%
Value ($000) $798 Shares 5,979 Est. Cost $89.59 Unrealized +66.5%
PRU PRUDENTIAL FINANCIAL INC. 0.2%
Value ($000) $785 Shares 8,405 Est. Cost $76.97 Unrealized -9.4%
TRV TRAVELERS COMPANIES INC. 0.2%
Value ($000) $771 Shares 6,310 Est. Cost $90.63 Unrealized +22.3%
SPIRIT AIRLINES INC. 0.2%
Value ($000) $759 Shares 20,903 Est. Cost $34.23 Unrealized
AZO AUTOZONE INC. 0.2%
Value ($000) $758 Shares 1,130 Est. Cost $557.97 Unrealized +15.6%
COF CAPITAL ONE FINANCIAL CORP. 0.2%
Value ($000) $750 Shares 8,168 Est. Cost $49.58 Unrealized +67.3%
BLACKROCK CREDIT ALLOCATION INCOME TRUST IV 0.2%
Value ($000) $746 Shares 61,787 Est. Cost $12.55 Unrealized
WESTERN ASSET EMERGING MARKETS INCOME FUND INC. 0.2%
Value ($000) $711 Shares 53,652 Est. Cost $14.24 Unrealized
WESTERN ASSET CLAYMORE U.S. TREASURY INFLATION PROTECTED SECURITIES FUND 2 0.2%
Value ($000) $709 Shares 63,600 Est. Cost $11.24 Unrealized
GULFPORT ENERGY CORP. 0.2%
Value ($000) $706 Shares 56,215 Est. Cost $9.97 Unrealized
CRM SALESFORCE.COM INC. 0.2%
Value ($000) $682 Shares 5,000 Est. Cost $126.05 Unrealized 0.0%
KSS KOHLS CORP. 0.2%
Value ($000) $679 Shares 9,318 Est. Cost $54.49 Unrealized +22.3%
BRANDYWINEGLOBAL - GLOBAL INCOME OPPORTUNITIES FUND 0.2%
Value ($000) $661 Shares 57,987 Est. Cost $12.24 Unrealized
FNDF SCHWAB FUNDAMENTAL INTL LARGE COMPANY INDEX 0.2%
Value ($000) $660 Shares 22,371 Est. Cost $26.21 Unrealized
HON HONEYWELL INTERNATIONAL INC. 0.2%
Value ($000) $656 Shares 4,558 Est. Cost $71.25 Unrealized +59.4%
FNDC SCHWAB FUNDAMENTAL INTL SMALL COMPANY INDEX 0.2%
Value ($000) $646 Shares 18,547 Est. Cost $30.05 Unrealized
BLACKROCK MULTI-SECTOR INCOME TRUST 0.2%
Value ($000) $642 Shares 37,622 Est. Cost $16.57 Unrealized
EVERGREEN INC. ADV FUND 0.2%
Value ($000) $640 Shares 80,134 Est. Cost $7.99 Unrealized
NUVEEN FLOATING RATE INCOME FUND 0.2%
Value ($000) $632 Shares 60,573 Est. Cost $11.21 Unrealized
PRUDENTIAL SHT DURATION HI YLD FUND INC. 0.2%
Value ($000) $629 Shares 44,996 Est. Cost $13.98 Unrealized
PRUDENTIAL GLOBAL SHORT DUR HY FUND 0.2%
Value ($000) $626 Shares 45,858 Est. Cost $13.65 Unrealized
PNC PNC FINANCIAL SERVICES GROUP INC. 0.2%
Value ($000) $622 Shares 4,611 Est. Cost $48.30 Unrealized +131.1%
VISTA OUTDOOR INC. 0.2%
Value ($000) $620 Shares 40,052 Est. Cost $14.74 Unrealized
XYZ SQUARE INC. 0.2%
Value ($000) $616 Shares 10,000 Est. Cost $10.92 Unrealized +403.5%
TGT TARGET CORP. 0.2%
Value ($000) $604 Shares 7,945 Est. Cost $57.25 Unrealized +4.2%
TGB TASEKO MINES LTD. 0.2%
Value ($000) $602 Shares 558,094 Est. Cost $1.84 Unrealized -35.7%
IJR ISHARES S&P SMALLCAP 600 INDEX 0.2%
Value ($000) $596 Shares 7,150 Est. Cost $85.89 Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $593 Shares 9,736 Est. Cost $35.57 Unrealized +49.4%
TOL TOLL BROTHERS INC. 0.2%
Value ($000) $581 Shares 15,726 Est. Cost $43.08 Unrealized -4.9%
VFC V.F. CORP. 0.2%
Value ($000) $566 Shares 6,953 Est. Cost $50.84 Unrealized +48.2%
UNP UNION PACIFIC CORP. 0.2%
Value ($000) $566 Shares 4,000 Est. Cost $65.92 Unrealized +78.6%
RAYTHEON CO. 0.2%
Value ($000) $566 Shares 2,935 Est. Cost $122.28 Unrealized
HOG HARLEY-DAVIDSON INC. 0.2%
Value ($000) $563 Shares 13,389 Est. Cost $47.02 Unrealized -10.4%
PXH POWERSHARES FTSE RAFI EMERGING MARKETS 0.2%
Value ($000) $544 Shares 26,352 Est. Cost $20.64 Unrealized
PRFZ POWERSHARES FTSE RAFI U.S. 1500 SMALL-MID 0.2%
Value ($000) $534 Shares 3,839 Est. Cost $139.10 Unrealized
GOOG ALPHABET INC. CL C 0.2%
Value ($000) $533 Shares 478 Est. Cost $32.25 Unrealized +66.3%
MCB METROPOLITAN BANK HOLDING CORP. 0.2%
Value ($000) $524 Shares 10,000 Est. Cost $44.38 Unrealized +9.6%
EATON VANCE SENIOR FLOATING-RATE TRUST 0.2%
Value ($000) $524 Shares 36,526 Est. Cost $14.43 Unrealized
IBM INTL BUSINESS MACHINES CORP. 0.2%
Value ($000) $520 Shares 3,719 Est. Cost $99.07 Unrealized +0.9%
NEE NEXTERA ENERGY INC. 0.1%
Value ($000) $518 Shares 3,104 Est. Cost $18.06 Unrealized +84.9%
UNITED TECHNOLOGIES CORP. 0.1%
Value ($000) $493 Shares 3,950 Est. Cost $4130.56 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND 0.1%
Value ($000) $489 Shares 4,724 Est. Cost $105.01 Unrealized
MCD MCDONALDS CORP. 0.1%
Value ($000) $484 Shares 3,091 Est. Cost $80.51 Unrealized +68.3%
MDT MEDTRONIC INC. 0.1%
Value ($000) $483 Shares 5,651 Est. Cost $58.80 Unrealized +16.5%
RSPT POWERSHARES S&P 500 EQUAL WEIGHT TECHNOLOGY PORTFOLIO 0.1%
Value ($000) $475 Shares 3,003 Est. Cost $158.18 Unrealized
CAH CARDINAL HEALTH INC. 0.1%
Value ($000) $473 Shares 9,701 Est. Cost $55.35 Unrealized -18.5%
ORCL ORACLE CORP. 0.1%
Value ($000) $470 Shares 10,670 Est. Cost $31.54 Unrealized +30.5%
NUVEEN OHIO QUALITY MUNICIPAL INCOME FUND 0.1%
Value ($000) $469 Shares 33,811 Est. Cost $13.87 Unrealized
NUVEEN PA INVESTMENT QUALITY MUNICIPAL 0.1%
Value ($000) $468 Shares 37,125 Est. Cost $12.61 Unrealized
ARI APOLLO COMMERCIAL REAL ESTATE FINANCE INC. 0.1%
Value ($000) $449 Shares 24,569 Est. Cost $18.45 Unrealized
NUVEEN NJ DIV ADVANTAGE MUNI FUND 0.1%
Value ($000) $447 Shares 34,258 Est. Cost $13.05 Unrealized
SO SOUTHERN CO. 0.1%
Value ($000) $437 Shares 9,457 Est. Cost $28.75 Unrealized +14.3%
PRF POWERSHARES FTSE RAFI U.S. 1000 PORTFOLIO 0.1%
Value ($000) $418 Shares 3,717 Est. Cost $112.46 Unrealized
HD HOME DEPOT INC. 0.1%
Value ($000) $411 Shares 2,111 Est. Cost $141.67 Unrealized +9.4%
TIFFANY & CO. 0.1%
Value ($000) $407 Shares 3,100 Est. Cost $72.58 Unrealized
COST COSTCO WHOLESALE CORP. 0.1%
Value ($000) $400 Shares 1,915 Est. Cost $145.95 Unrealized +21.8%
NUVEEN MARYLAND PREM INCOME MUNI 0.1%
Value ($000) $395 Shares 32,570 Est. Cost $12.13 Unrealized
EATON VANCE RISK-MANAGED DIVERS EQUITY INCOME 0.1%
Value ($000) $394 Shares 41,871 Est. Cost $844.87 Unrealized
EXPO EXPONENT INC. 0.1%
Value ($000) $386 Shares 8,000 Est. Cost $31.86 Unrealized +32.3%
SYK STRYKER CORP. 0.1%
Value ($000) $369 Shares 2,190 Est. Cost $77.97 Unrealized +98.5%
DHR DANAHER CORP. 0.1%
Value ($000) $368 Shares 3,730 Est. Cost $31.05 Unrealized +176.9%
CVX CHEVRON CORP. 0.1%
Value ($000) $359 Shares 2,841 Est. Cost $68.77 Unrealized +29.6%
TAP MOLSON COORS BREWING CO. 0.1%
Value ($000) $357 Shares 5,257 Est. Cost $54.34 Unrealized 0.0%
WGO WINNEBAGO INDUSTRIES INC. 0.1%
Value ($000) $352 Shares 8,681 Est. Cost $44.33 Unrealized -13.9%
SUN HYDRAULICS CORP. 0.1%
Value ($000) $341 Shares 7,087 Est. Cost $31.75 Unrealized
HIG HARTFORD FINANCIAL SERVICES GROUP INC. 0.1%
Value ($000) $341 Shares 6,678 Est. Cost $25.23 Unrealized +75.0%
MPC MARATHON PETROLEUM CORP. 0.1%
Value ($000) $339 Shares 4,830 Est. Cost $34.22 Unrealized +75.4%
ANNALY CAPITAL MANAGEMENT INC. 0.1%
Value ($000) $338 Shares 32,865 Est. Cost $1404.93 Unrealized
SCHB SCHWAB U.S. BROAD MARKET 0.1%
Value ($000) $329 Shares 4,991 Est. Cost $64.50 Unrealized
WMT WAL-MART STORES INC. 0.1%
Value ($000) $311 Shares 3,641 Est. Cost $26.46 Unrealized -4.6%
NUVEEN MICH QUALITY INCOME MUN FD 0.1%
Value ($000) $307 Shares 24,276 Est. Cost $12.65 Unrealized
SUNTRUST BANKS INC. 0.1%
Value ($000) $298 Shares 4,513 Est. Cost $43.81 Unrealized
CHDN CHURCHILL DOWNS INC. 0.1%
Value ($000) $296 Shares 1,000 Est. Cost $30.84 Unrealized +47.1%
MO ALTRIA GROUP INC. 0.1%
Value ($000) $272 Shares 4,804 Est. Cost $24.26 Unrealized +32.7%
BAX BAXTER INTERNATIONAL INC. 0.1%
Value ($000) $270 Shares 3,657 Est. Cost $49.09 Unrealized +25.3%
GENERAL ELECTRIC CO. 0.1%
Value ($000) $269 Shares 19,829 Est. Cost $24.04 Unrealized
AIG AMERICAN INTL GROUP INC. 0.1%
Value ($000) $265 Shares 5,000 Est. Cost $43.54 Unrealized +1.7%
KHC KRAFT HEINZ CO. 0.1%
Value ($000) $259 Shares 4,125 Est. Cost $48.10 Unrealized -14.6%
AEP AMERICAN ELECTRIC POWER CO. INC. 0.1%
Value ($000) $257 Shares 3,725 Est. Cost $32.23 Unrealized +59.7%
IWF ISHARES RUSSELL 1000 GROWTH INDEX 0.1%
Value ($000) $251 Shares 1,749 Est. Cost $143.51 Unrealized
BED BATH & BEYOND INC. 0.1%
Value ($000) $244 Shares 12,295 Est. Cost $28.61 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $232 Shares 1,653 Est. Cost $137.04 Unrealized
UNH UNITEDHEALTH GROUP INC. 0.1%
Value ($000) $225 Shares 919 Est. Cost $212.11 Unrealized 0.0%
AGO ASSURED GUARANTY LTD. 0.1%
Value ($000) $220 Shares 6,160 Est. Cost $31.91 Unrealized 0.0%
MINT PIMCO ENHANCED SHORT MATURITY STRATEGY 0.1%
Value ($000) $219 Shares 2,165 Est. Cost $101.59 Unrealized
PM PHILIP MORRIS INTL INC. 0.1%
Value ($000) $217 Shares 2,697 Est. Cost $50.19 Unrealized +12.8%
IWD ISHARES RUSSELL 1000 VALUE INDEX 0.1%
Value ($000) $210 Shares 1,734 Est. Cost $121.11 Unrealized
VZ VERIZON COMMUNICATIONS INC. 0.1%
Value ($000) $207 Shares 4,116 Est. Cost $28.81 Unrealized +11.8%
KMB KIMBERLY-CLARK CORP. 0.1%
Value ($000) $206 Shares 1,962 Est. Cost $93.02 Unrealized -14.6%
DUK DUKE ENERGY CORP. 0.1%
Value ($000) $201 Shares 2,549 Est. Cost $56.43 Unrealized 0.0%
VOYA INFRASTUCTURE INDUSTRIALS & MATERIALS FUND 0.1%
Value ($000) $200 Shares 12,910 Est. Cost $17.72 Unrealized
PIMCO HIGH INCOME FUND 0.0%
Value ($000) $166 Shares 19,970 Est. Cost $412.64 Unrealized
PSEC PROSPECT CAPITAL CORP. 0.0%
Value ($000) $102 Shares 15,336 Est. Cost $2.50 Unrealized +4.4%
LIBERTY TAX INC. 0.0%
Value ($000) $99 Shares 12,289 Est. Cost $9.94 Unrealized
VOYA INTL HIGH DIV EQUITY INCOME 0.0%
Value ($000) $91 Shares 13,680 Est. Cost $8.25 Unrealized
TCW STRATEGIC INCOME FUND INC. 0.0%
Value ($000) $61 Shares 11,150 Est. Cost $5.35 Unrealized