NewSquare Capital LLC Diversified Active

CIK: 0001546989 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 8, 2014

Total Value ($000): $248,404 (100.0% shares, 0.0% debt)

Holdings (238)

SRLN SSGA ACTIVE ETF TR BLKSTN GSOSRLN 5.7%
Value ($000) $14,257 Shares 285,016 Est. Cost $49.74 Unrealized
AGG ISHARES AGGREGATE BOND ETF 5.5%
Value ($000) $13,568 Shares 125,734 Est. Cost $107.23 Unrealized
FLOT ISHARES MSCI FLOATING RATE NOT E FUNDING 5.1%
Value ($000) $12,663 Shares 249,710 Est. Cost $50.64 Unrealized
VTI VANGUARD TOTAL STK MKT 3.5%
Value ($000) $8,735 Shares 89,619 Est. Cost $82.89 Unrealized
ISHARES TR 2023 INVTGR BD 3.4%
Value ($000) $8,453 Shares 89,392 Est. Cost $92.97 Unrealized
SPTL SPDR BARCLAYS CAPITAL LONG TERM TREASURI 3.1%
Value ($000) $7,634 Shares 119,655 Est. Cost $63.80 Unrealized
GUGGENHEIM BULLETSHARES 2020 CORPORATE B 3.1%
Value ($000) $7,600 Shares 364,025 Est. Cost $20.88 Unrealized
GUGGENHEIM BULLETSHARES 2019 CORPORATE B 2.7%
Value ($000) $6,659 Shares 318,695 Est. Cost $20.47 Unrealized
ISHARES TR 2020 INVTGR BD 2.7%
Value ($000) $6,648 Shares 68,350 Est. Cost $95.80 Unrealized
IBND SPDR BARCLAYS CAP INTL CORPORATE BOND ET 2.5%
Value ($000) $6,267 Shares 167,968 Est. Cost $34.63 Unrealized
POWERSHARES BUILD AMERICA BOND PORTFOLIO 2.1%
Value ($000) $5,296 Shares 184,354 Est. Cost $28.20 Unrealized
SJNK SPDR BARCLAYS CAPITAL SHORT TERM HIGH YI 2.0%
Value ($000) $4,855 Shares 156,768 Est. Cost $30.85 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 1.9%
Value ($000) $4,754 Shares 43,588 Est. Cost $107.73 Unrealized
MBB ISHARES MBS BOND ETF 1.9%
Value ($000) $4,661 Shares 43,921 Est. Cost $105.23 Unrealized
JXI ISHARES TR S&P GLOBAL UTILITIES INDEX FD 1.8%
Value ($000) $4,457 Shares 92,864 Est. Cost $47.61 Unrealized
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 1.7%
Value ($000) $4,337 Shares 111,116 Est. Cost $39.28 Unrealized
USCI UNITED STS COMMODITYINDEX FD COMMODITY I 1.7%
Value ($000) $4,111 Shares 70,138 Est. Cost $53.58 Unrealized
ACWX ISHARES MSCI ACWI EX US 1.6%
Value ($000) $4,096 Shares 87,948 Est. Cost $42.63 Unrealized
POWERSHARES ETF SENIOR LOAN PORT NYSE AR 1.6%
Value ($000) $4,047 Shares 163,100 Est. Cost $24.73 Unrealized
CLAYMORE EXCHANGE TRADED FD TR GUGGENHEI 1.6%
Value ($000) $4,009 Shares 194,440 Est. Cost $20.62 Unrealized
SPHY SPDR SER TR SPDR BOFA MERRILL LYNCH CROS 1.6%
Value ($000) $4,004 Shares 153,315 Est. Cost $26.12 Unrealized
IGF ISHARES TRUST S&P GLOBAL INFRASTRUCTUR 1.6%
Value ($000) $3,937 Shares 94,525 Est. Cost $37.79 Unrealized
DWM WISDOMTREE DEFA FUND 1.5%
Value ($000) $3,677 Shares 67,251 Est. Cost $50.06 Unrealized
RWR SPDR DJ WILSHIRE REIT (ETF) 1.5%
Value ($000) $3,658 Shares 46,874 Est. Cost $76.58 Unrealized
POWERSHARES SP500 LOW VOLATILITY ETF 1.4%
Value ($000) $3,443 Shares 101,171 Est. Cost $34.00 Unrealized
POWERSHARES DWA TECHNICAL LEADERS PORTFO 1.4%
Value ($000) $3,360 Shares 90,195 Est. Cost $37.23 Unrealized
GLD SPDR GOLD ETF 1.3%
Value ($000) $3,346 Shares 27,065 Est. Cost $119.54 Unrealized
GUGGENHEIM BULLETSHARES 2018 CORPORATE B 1.3%
Value ($000) $3,174 Shares 150,735 Est. Cost $20.62 Unrealized
IXN ISHARES TRUST S&P GLOBAL INFO TECHNOLOGY 1.3%
Value ($000) $3,157 Shares 37,352 Est. Cost $71.30 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ETF 1.2%
Value ($000) $3,020 Shares 29,795 Est. Cost $101.31 Unrealized
IXC ISHARES S&P GLOBAL ENERGY 1.2%
Value ($000) $3,004 Shares 68,624 Est. Cost $39.21 Unrealized
HDV ISHARES TR HIGH DIVID EQUITY FD 1.2%
Value ($000) $2,998 Shares 41,967 Est. Cost $67.61 Unrealized
MARKET VECTORS GOLD MINERS INDEX ETF 1.2%
Value ($000) $2,918 Shares 123,630 Est. Cost $23.60 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 1.0%
Value ($000) $2,593 Shares 18,860 Est. Cost $115.96 Unrealized
TLT ISHARES 20+ YR TREASURY ETF 1.0%
Value ($000) $2,461 Shares 22,555 Est. Cost $109.11 Unrealized
SPDR HIGH YIELD BOND ETF 1.0%
Value ($000) $2,378 Shares 57,541 Est. Cost $40.36 Unrealized
FXG FIRST TRUST CONSUMER ETF 0.8%
Value ($000) $2,058 Shares 55,795 Est. Cost $36.84 Unrealized
FXD FIRST TR EXCH TRADED FD CONSUMER DISCRET 0.8%
Value ($000) $2,014 Shares 62,914 Est. Cost $32.02 Unrealized
FXH FIRST TR EXCH TRADED FD HEALTH CARE ALPH 0.8%
Value ($000) $2,008 Shares 39,413 Est. Cost $50.84 Unrealized
CLAYMORE EXCHANGE TRADED FD TR GUGGENHEI 0.8%
Value ($000) $1,962 Shares 96,060 Est. Cost $20.42 Unrealized
FBT FIRST TR EXCHANGE TRADED FD AMEX BIOTECH 0.8%
Value ($000) $1,954 Shares 25,480 Est. Cost $76.38 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES IN 0.8%
Value ($000) $1,932 Shares 32,730 Est. Cost $59.05 Unrealized
CMBS ISHARES TRUST BARCLAYS CMBS BOND FUND 0.8%
Value ($000) $1,873 Shares 36,630 Est. Cost $51.20 Unrealized
ETFS PRECIOUS METALSBASKET TR ETFS PHYSI 0.8%
Value ($000) $1,864 Shares 26,989 Est. Cost $66.76 Unrealized
RWO SPDR INDEX SHS FDS DJ WILSHIRE GLOBAL RE 0.7%
Value ($000) $1,682 Shares 38,501 Est. Cost $42.28 Unrealized
WOOD ISHARES S&P GLOBAL TIMBER & FORESTRY 0.7%
Value ($000) $1,618 Shares 31,244 Est. Cost $47.29 Unrealized
IXUS ISHARES TRUST CORE MSCI TOTAL INTL STK E 0.6%
Value ($000) $1,485 Shares 25,690 Est. Cost $57.79 Unrealized
ETFS PALLADIUM TR SHBEN INT 0.6%
Value ($000) $1,420 Shares 18,793 Est. Cost $65.03 Unrealized
ETFS PLATINUM TR SH BEN INT 0.6%
Value ($000) $1,385 Shares 10,030 Est. Cost $131.27 Unrealized
SLV ISHARES SILVER TRUST ETF 0.5%
Value ($000) $1,349 Shares 70,871 Est. Cost $19.20 Unrealized
AGZ ISHARES TR LEHMAN AGENCY BOND FD ETF 0.5%
Value ($000) $1,292 Shares 11,581 Est. Cost $110.72 Unrealized
AOR ISHARES TR S&P ALLOCATION FD GROWTH ALLO 0.5%
Value ($000) $1,216 Shares 31,077 Est. Cost $36.28 Unrealized
AOK ISHARES TR S&P CONSERVATIVE ALLOCATION F 0.5%
Value ($000) $1,173 Shares 36,200 Est. Cost $30.86 Unrealized
SPIB SPDR SER TR LEHMAN INTERMEDIATE TERM CR 0.4%
Value ($000) $1,081 Shares 31,805 Est. Cost $33.97 Unrealized
CWB SPDR BARCLAYS CAPITAL CONV BOND 0.4%
Value ($000) $1,072 Shares 22,155 Est. Cost $48.33 Unrealized
AOM ISHARES TR S&P MODERATE ALLOCATION FD 0.4%
Value ($000) $1,013 Shares 29,080 Est. Cost $32.54 Unrealized
MARKET VECTORS ETF TR JR GOLD MINERS ETF 0.4%
Value ($000) $920 Shares 25,410 Est. Cost $36.21 Unrealized
DVY ISHARES DJ SELECT DIVIDEND ETF 0.3%
Value ($000) $837 Shares 11,410 Est. Cost $73.20 Unrealized
BLACKROCK CAP & INCOME STRATEGIES 0.3%
Value ($000) $833 Shares 59,604 Est. Cost $12.78 Unrealized
GENERAL ELECTRIC CO 0.3%
Value ($000) $816 Shares 31,524 Est. Cost $23.28 Unrealized
TORTOISE ENERGY INFRASTRUCTURE CORP 0.3%
Value ($000) $782 Shares 17,079 Est. Cost $46.54 Unrealized
CVX CHEVRON CORP 0.3%
Value ($000) $663 Shares 5,573 Est. Cost $71.40 Unrealized -1.5%
ISHARES 2018 ETF S&P AMT FREE MUNICIPAL 0.2%
Value ($000) $619 Shares 24,375 Est. Cost $25.39 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $604 Shares 5,477 Est. Cost $63.34 Unrealized +9.5%
DCI DONALDSON COMPANY INC 0.2%
Value ($000) $590 Shares 13,926 Est. Cost $29.49 Unrealized +17.1%
SYY SYSCO CORP 0.2%
Value ($000) $582 Shares 16,109 Est. Cost $24.37 Unrealized +7.1%
AOA ISHARES TR S&P AGGRESSIVE ALLOCATION FD 0.2%
Value ($000) $580 Shares 12,776 Est. Cost $42.91 Unrealized
MSFT MICROSOFT 0.2%
Value ($000) $542 Shares 13,215 Est. Cost $26.90 Unrealized +16.2%
POWERSHARES EXCHANGETRADED FD TR II DWA 0.2%
Value ($000) $522 Shares 19,393 Est. Cost $26.91 Unrealized
POWERSHARES DWA EMERGING MARKETS 0.2%
Value ($000) $521 Shares 29,418 Est. Cost $17.71 Unrealized
WMB WILLIAMS COMPANIES INC 0.2%
Value ($000) $512 Shares 12,627 Est. Cost $18.08 Unrealized +15.7%
SPECTRA ENERGY CORP 0.2%
Value ($000) $508 Shares 13,749 Est. Cost $34.68 Unrealized
KINDER MORGAN ENERGY PTNRS LP 0.2%
Value ($000) $499 Shares 6,746 Est. Cost $83.25 Unrealized
ISHARES 2017 ETF S&P AMT FREE MUNICIPAL 0.2%
Value ($000) $483 Shares 8,767 Est. Cost $53.75 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $482 Shares 6,852 Est. Cost $41.23 Unrealized +10.1%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $477 Shares 10,024 Est. Cost $26.90 Unrealized -3.8%
PFE PFIZER INC 0.2%
Value ($000) $475 Shares 14,774 Est. Cost $16.57 Unrealized +9.9%
RAYTHEON CO COM NEW 0.2%
Value ($000) $464 Shares 4,692 Est. Cost $67.08 Unrealized
EXC EXELON CORP 0.2%
Value ($000) $459 Shares 13,663 Est. Cost $14.85 Unrealized -7.1%
LLY ELI LILLY AND CO 0.2%
Value ($000) $442 Shares 7,506 Est. Cost $41.97 Unrealized +6.1%
INTC INTEL 0.2%
Value ($000) $440 Shares 17,031 Est. Cost $17.24 Unrealized +8.3%
T AT&T INC COM 0.2%
Value ($000) $436 Shares 12,424 Est. Cost $11.29 Unrealized -3.9%
IXP ISHARES GLOBAL TELECOM 0.2%
Value ($000) $433 Shares 6,469 Est. Cost $60.73 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $431 Shares 7,596 Est. Cost $30.12 Unrealized +18.7%
MCD MCDONALDS CORP 0.2%
Value ($000) $425 Shares 4,335 Est. Cost $70.77 Unrealized -0.7%
MUB ISHARES AMT-FREE MUNI BOND ETF 0.2%
Value ($000) $417 Shares 3,892 Est. Cost $104.96 Unrealized
SPDR MUNICIPAL BOND ETF 0.2%
Value ($000) $416 Shares 17,879 Est. Cost $22.87 Unrealized
NUE NUCOR CORP 0.2%
Value ($000) $403 Shares 7,971 Est. Cost $33.12 Unrealized +13.2%
MAT MATTEL INC 0.2%
Value ($000) $389 Shares 9,696 Est. Cost $39.71 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $384 Shares 3,909 Est. Cost $60.84 Unrealized +9.5%
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $383 Shares 5,713 Est. Cost $54.95 Unrealized
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $380 Shares 7,310 Est. Cost $29.37 Unrealized +22.3%
VNQ VANGUARD REIT INDEX 0.1%
Value ($000) $372 Shares 5,271 Est. Cost $68.47 Unrealized
EPP ISHARES INC MSCI PACIFIC EX-JAPAN 0.1%
Value ($000) $353 Shares 7,331 Est. Cost $45.26 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $346 Shares 15,437 Est. Cost $15.30 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $338 Shares 5,059 Est. Cost $20.35 Unrealized -3.5%
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $292 Shares 8,954 Est. Cost $30.96 Unrealized 0.0%
POWERSHARES GLOBAL EXCHANGE TRADED FD TR 0.1%
Value ($000) $280 Shares 11,614 Est. Cost $23.91 Unrealized
KANDI TECHNOLOGIES CORP 0.1%
Value ($000) $262 Shares 16,000 Est. Cost $5.63 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $256 Shares 477 Est. Cost $13.97 Unrealized +18.7%
CLX CLOROX CO DEL 0.1%
Value ($000) $244 Shares 2,778 Est. Cost $59.84 Unrealized +4.8%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $229 Shares 4,269 Est. Cost $36.21 Unrealized -3.4%
IEMG ISHARES CORE MSCI EMERGING MKTS 0.1%
Value ($000) $213 Shares 4,345 Est. Cost $49.27 Unrealized
EWG ISHARES INC MSCI GERMANY INDEX FD 0.1%
Value ($000) $212 Shares 6,753 Est. Cost $31.38 Unrealized
EWP ISHARES INC MSCI SPAIN 0.1%
Value ($000) $211 Shares 5,180 Est. Cost $40.73 Unrealized
EWL ISHARES INC MSCI SWITZERLAND INDEX FD 0.1%
Value ($000) $209 Shares 6,082 Est. Cost $34.33 Unrealized
EWD ISHARES INC MSCI SWEDEN INDEX FD 0.1%
Value ($000) $208 Shares 5,682 Est. Cost $36.60 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.1%
Value ($000) $206 Shares 1,650 Est. Cost $110.34 Unrealized +5.9%
CHAMBERS STR PPTYS COM PRICE ON INTEREST 0.1%
Value ($000) $206 Shares 26,467 Est. Cost $7.78 Unrealized
IYY ISHARES TR DOW JONES U S TOTAL MKT INDEX 0.1%
Value ($000) $205 Shares 2,162 Est. Cost $94.74 Unrealized
UGA UNITED STS GASOLINE FD LP COM 0.1%
Value ($000) $199 Shares 3,375 Est. Cost $55.76 Unrealized
HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD I 0.1%
Value ($000) $197 Shares 1,851 Est. Cost $103.56 Unrealized
BNO US BRENT OIL FUND LP US BRENT OIL FUND L 0.1%
Value ($000) $197 Shares 4,570 Est. Cost $50.78 Unrealized
CHESAPEAKE ENERGY CORPORATION 0.1%
Value ($000) $178 Shares 6,931 Est. Cost $20.32 Unrealized
ISHARES 2016 ETF S&P AMT FREE MUNICIPAL 0.1%
Value ($000) $173 Shares 3,223 Est. Cost $54.59 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $152 Shares 1,556 Est. Cost $53.70 Unrealized +8.2%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $150 Shares 8,700 Est. Cost $10.14 Unrealized +30.7%
ISHARES MSCI FRONTIER 100 ETF 0.1%
Value ($000) $138 Shares 3,820 Est. Cost $35.95 Unrealized
BARCLAYS BK PLC IPTH PURE COCA 0.1%
Value ($000) $132 Shares 3,045 Est. Cost $40.52 Unrealized
BARCLAYS BK PLC IPATH PURE BETA COFFEE E 0.1%
Value ($000) $129 Shares 5,575 Est. Cost $23.14 Unrealized
POWERSHARES EMERGING MKTS SOVEREIGN DEBT 0.0%
Value ($000) $119 Shares 4,247 Est. Cost $27.32 Unrealized
HORNBECK OFFSHORE SVCS IN 0.0%
Value ($000) $105 Shares 2,500 Est. Cost $53.60 Unrealized
RXI ISHARES TRUST S&P GLOBAL CONSUMER DISCRE 0.0%
Value ($000) $97 Shares 1,180 Est. Cost $71.21 Unrealized
POWERSHARES DB OIL FUND 0.0%
Value ($000) $93 Shares 3,240 Est. Cost $28.70 Unrealized
HYMB SPDR SERIES TRUST NUVEEN S&P HIGH YLD MU 0.0%
Value ($000) $88 Shares 1,604 Est. Cost $53.92 Unrealized
V VISA INC 0.0%
Value ($000) $87 Shares 402 Est. Cost $40.02 Unrealized +27.7%
MARKET VECTORS ETF HIGH YIELD MUNI INDEX 0.0%
Value ($000) $87 Shares 2,932 Est. Cost $30.54 Unrealized
PNC PNC FINL SVCS GROUP 0.0%
Value ($000) $87 Shares 1,000 Est. Cost $47.70 Unrealized +19.1%
META FACEBOOK INC CL A 0.0%
Value ($000) $73 Shares 1,220 Est. Cost $45.46 Unrealized +38.4%
GOOGLE INC 0.0%
Value ($000) $71 Shares 64 Est. Cost $881.30 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $70 Shares 4,500 Est. Cost $7.68 Unrealized +9.0%
FDX FEDEX CORP 0.0%
Value ($000) $66 Shares 500 Est. Cost $105.57 Unrealized +9.0%
MXI ISHARES TRUST S&P GLOBAL MATERIALS INDEX 0.0%
Value ($000) $66 Shares 1,050 Est. Cost $54.07 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MINIMUM VO 0.0%
Value ($000) $64 Shares 1,125 Est. Cost $57.07 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $59 Shares 300 Est. Cost $54.90 Unrealized +18.1%
KAYNE ANDERSON ENERGY TOTAL RETURN FD IN 0.0%
Value ($000) $58 Shares 2,108 Est. Cost $29.89 Unrealized
ISHARES GOLD TRUST ETF 0.0%
Value ($000) $57 Shares 4,550 Est. Cost $12.53 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value ($000) $52 Shares 1,260 Est. Cost $27.58 Unrealized +15.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $51 Shares 625 Est. Cost $49.67 Unrealized -9.9%
SIRIUS XM RADIO INC 0.0%
Value ($000) $51 Shares 16,000 Est. Cost $3.50 Unrealized
WHOLE FOODS MARKET INC 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $51.00 Unrealized
NEKTAR THERAPEUTICS 0.0%
Value ($000) $48 Shares 4,000 Est. Cost $11.50 Unrealized
BP BP PLC SPON ADR 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $42.00 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $45 Shares 300 Est. Cost $89.10 Unrealized +13.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $45 Shares 462 Est. Cost $58.98 Unrealized +11.0%
ISRG INTUITIVE SURGICAL, INC. 0.0%
Value ($000) $44 Shares 100 Est. Cost $47.10 Unrealized 0.0%
IBM INTL BUSINESS MACHINES 0.0%
Value ($000) $43 Shares 221 Est. Cost $118.94 Unrealized -8.2%
GREENHAVEN CON CMDTY ETF CONTINUOUS COMM 0.0%
Value ($000) $40 Shares 1,420 Est. Cost $28.06 Unrealized
SJM J M SMUCKER CO NEW 0.0%
Value ($000) $39 Shares 400 Est. Cost $75.72 Unrealized -9.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $37 Shares 525 Est. Cost $41.52 Unrealized +31.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $37 Shares 400 Est. Cost $57.46 Unrealized +12.6%
IVV ISHARES S&P 500 INDEX ETF 0.0%
Value ($000) $35 Shares 185 Est. Cost $183.20 Unrealized
CERNER CORP 0.0%
Value ($000) $34 Shares 600 Est. Cost $53.33 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $34 Shares 710 Est. Cost $37.07 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $34 Shares 436 Est. Cost $46.56 Unrealized +16.0%
ECL ECOLAB INC 0.0%
Value ($000) $32 Shares 295 Est. Cost $81.20 Unrealized +13.2%
OKE ONEOK INC NEW 0.0%
Value ($000) $30 Shares 510 Est. Cost $19.74 Unrealized +45.2%
WEBSITE PROS INC COM 0.0%
Value ($000) $30 Shares 875 Est. Cost $25.14 Unrealized
ICE INTERCONTINENTALEXCHINTL 0.0%
Value ($000) $29 Shares 145 Est. Cost $35.28 Unrealized +2.8%
JPM JP MORGAN CHASE & CO 0.0%
Value ($000) $29 Shares 480 Est. Cost $36.24 Unrealized +16.1%
AOS SMITH A O 0.0%
Value ($000) $28 Shares 600 Est. Cost $17.26 Unrealized +17.1%
JACOBS ENGR GROUP INC 0.0%
Value ($000) $28 Shares 445 Est. Cost $58.43 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $28 Shares 416 Est. Cost $59.16 Unrealized +11.8%
KO COCA COLA CO 0.0%
Value ($000) $27 Shares 700 Est. Cost $27.85 Unrealized -4.7%
IEI ISHARES 3-7 YR TREASURY BOND ETF 0.0%
Value ($000) $26 Shares 213 Est. Cost $122.07 Unrealized
EWW ISHARES INC MSCI MEXICO 0.0%
Value ($000) $26 Shares 400 Est. Cost $65.00 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $25 Shares 132 Est. Cost $60.12 Unrealized +13.5%
EWA ISHARES INC MSCI AUSTRALIA INDEX FD 0.0%
Value ($000) $24 Shares 927 Est. Cost $22.65 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $24 Shares 436 Est. Cost $19.96 Unrealized +3.5%
PENNS WOODS BANCORP INC 0.0%
Value ($000) $23 Shares 464 Est. Cost $41.04 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $25.34 Unrealized -27.3%
SUSQUEHANNA BANCSHARES INC PA 0.0%
Value ($000) $23 Shares 2,028 Est. Cost $12.82 Unrealized
DSW INC CL A 0.0%
Value ($000) $22 Shares 600 Est. Cost $65.00 Unrealized
AQUA AMERICA INC 0.0%
Value ($000) $22 Shares 876 Est. Cost $30.13 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $21 Shares 276 Est. Cost $41.01 Unrealized +2.6%
GM GENERAL MOTORS CORP 0.0%
Value ($000) $21 Shares 614 Est. Cost $23.70 Unrealized +15.8%
IWC ISHARES RUSSELL MICROCAP INDEX 0.0%
Value ($000) $20 Shares 263 Est. Cost $75.73 Unrealized
CHIQUITA BRANDS INTLNOTE 04.25000% 08/15 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $0.95 Unrealized
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $20 Shares 240 Est. Cost $57.78 Unrealized +7.5%
CAT CATERPILLAR INC 0.0%
Value ($000) $20 Shares 200 Est. Cost $61.79 Unrealized +12.8%
BIV VANGUARD INTERMEDIATE-TERM BOND 0.0%
Value ($000) $19 Shares 225 Est. Cost $81.78 Unrealized
DOW CHEMICAL CO 0.0%
Value ($000) $19 Shares 393 Est. Cost $43.26 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.0%
Value ($000) $19 Shares 175 Est. Cost $109.88 Unrealized
DIS WALT DISNEY CO 0.0%
Value ($000) $19 Shares 234 Est. Cost $63.88 Unrealized +9.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $19 Shares 500 Est. Cost $16.36 Unrealized +4.7%
IGE ISHARES S&P NORTH AMER NATURAL RESOURCES 0.0%
Value ($000) $18 Shares 405 Est. Cost $44.44 Unrealized
ISHARES FTSE NAREIT MORTGAGE PLUS CAPPED 0.0%
Value ($000) $17 Shares 1,380 Est. Cost $13.04 Unrealized
COMCAST CORP NEW CL A SPL 0.0%
Value ($000) $17 Shares 350 Est. Cost $42.86 Unrealized
FOREST LABORATORIES INC 0.0%
Value ($000) $16 Shares 170 Est. Cost $41.18 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $16 Shares 387 Est. Cost $41.34 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $16 Shares 155 Est. Cost $103.23 Unrealized
GENCO SHIPPING & TRADING 5.0000% 8/15/20 0.0%
Value ($000) $16 Shares 20,000 Est. Cost $0.25 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $19.98 Unrealized -0.4%
GENERAL MTRS CO WTS EXP 07/10/2016 0.0%
Value ($000) $14 Shares 557 Est. Cost $25.13 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BD 0.0%
Value ($000) $13 Shares 141 Est. Cost $94.26 Unrealized
COLUMBIA PROPERTY TRUST INC 0.0%
Value ($000) $13 Shares 480 Est. Cost $27.08 Unrealized
DE DEERE & COMPANY 0.0%
Value ($000) $13 Shares 144 Est. Cost $67.67 Unrealized +3.6%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $13 Shares 165 Est. Cost $78.79 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $12 Shares 173 Est. Cost $57.80 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $11 Shares 126 Est. Cost $79.37 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $11 Shares 114 Est. Cost $96.49 Unrealized
IDCC INTERDIGITAL COMM CORP 0.0%
Value ($000) $10 Shares 300 Est. Cost $44.80 Unrealized -33.5%
IHF ISHARES DJ US HEALTH CARE PROVIDERS 0.0%
Value ($000) $10 Shares 101 Est. Cost $89.11 Unrealized
GENERAL MTRS CO WTS EXP 07/10/2019 0.0%
Value ($000) $10 Shares 557 Est. Cost $16.54 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $10 Shares 79 Est. Cost $126.58 Unrealized
MICHAEL KORS HLDGS LTD SHS ISIN#VGG60754 0.0%
Value ($000) $9 Shares 100 Est. Cost $70.00 Unrealized
WEATHERFORD BERMUDA 0.0%
Value ($000) $9 Shares 500 Est. Cost $16.00 Unrealized
CURRENCYSHARES SWISS FRANC TRUST 0.0%
Value ($000) $8 Shares 70 Est. Cost $114.29 Unrealized
E M C CORP 0.0%
Value ($000) $8 Shares 295 Est. Cost $25.46 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $8 Shares 205 Est. Cost $30.80 Unrealized -2.1%
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $8 Shares 250 Est. Cost $24.45 Unrealized +16.4%
POWERSHARES DB G10 CURRENCY HARVEST ETF 0.0%
Value ($000) $8 Shares 315 Est. Cost $25.41 Unrealized
NEURALSTEM INC COM 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $4.00 Unrealized
CELGENE CORP 0.0%
Value ($000) $7 Shares 50 Est. Cost $160.00 Unrealized
ANADARKO PETE CORP 0.0%
Value ($000) $7 Shares 80 Est. Cost $87.50 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $7 Shares 120 Est. Cost $50.00 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $11.84 Unrealized -2.5%
SMFG SUMITOMO MITSUI FINLGROUP INC SPONSORED 0.0%
Value ($000) $6 Shares 680 Est. Cost $10.29 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LT 0.0%
Value ($000) $6 Shares 275 Est. Cost $18.18 Unrealized
ENERGY TRANSFER PARTNERS LP 0.0%
Value ($000) $6 Shares 104 Est. Cost $48.08 Unrealized
ROBO EXCH TRADE CONCEPTS ETF & AUTOMATION IDX 0.0%
Value ($000) $5 Shares 196 Est. Cost $25.51 Unrealized
IXG ISHARES TR S&P GLOBAL FINLS SECTOR 0.0%
Value ($000) $5 Shares 80 Est. Cost $49.21 Unrealized
EFV ISHARES MSCI EAFE VALUE INDEX ETF 0.0%
Value ($000) $5 Shares 93 Est. Cost $53.76 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $5 Shares 170 Est. Cost $18.79 Unrealized +20.8%
ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $5 Shares 401 Est. Cost $12.47 Unrealized
OGS ONE GAS INC 0.0%
Value ($000) $5 Shares 127 Est. Cost $34.23 Unrealized 0.0%
FLR FLUOR CORP 0.0%
Value ($000) $5 Shares 70 Est. Cost $57.29 Unrealized +20.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $5 Shares 114 Est. Cost $43.86 Unrealized
EFG ISHARES MSCI EAFE GROWTH INDEX ETF 0.0%
Value ($000) $4 Shares 52 Est. Cost $76.92 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $4 Shares 11 Est. Cost $14.90 Unrealized +24.5%
CABLEVISION SYS 0.0%
Value ($000) $4 Shares 260 Est. Cost $15.38 Unrealized
RYANAIR HLDGS PLC ADR F 1 ADR REP 5 ORD 0.0%
Value ($000) $3 Shares 46 Est. Cost $43.48 Unrealized
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $67.30 Unrealized +24.2%
MOBILE TELESYSTEMS OJSC SPONSORED ADR 0.0%
Value ($000) $3 Shares 191 Est. Cost $20.94 Unrealized
ORGANOVO HLDGS INC COM 0.0%
Value ($000) $3 Shares 407 Est. Cost $12.29 Unrealized
CPB CAMPBELL SOUP COMPANY 0.0%
Value ($000) $2 Shares 41 Est. Cost $30.65 Unrealized -3.1%
E ENI S P A COMMON STOCK 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.05 Unrealized
BLACKROCK MUNIHOLDINGS N J INSD FD INC C 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized