NewSquare Capital LLC Diversified Active

CIK: 0001546989 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 7, 2015

Total Value ($000): $325,547 (100.0% shares, 0.0% debt)

Holdings (329)

AGG ISHARES CORE U.S. AGGREGATE BOND ETF 7.3%
Value ($000) $23,874 Shares 214,253 Est. Cost $108.58 Unrealized
POWERSHARES DWA MOMENTUM PORTFOLIO 5.5%
Value ($000) $18,023 Shares 414,982 Est. Cost $40.32 Unrealized
POWERSHARES S&P 500 LOW VOLATILITY PORTFOLIO 5.3%
Value ($000) $17,267 Shares 455,232 Est. Cost $36.25 Unrealized
SPTL SPDR BARCLAYS LONG TERM TREASURY ETF 5.2%
Value ($000) $17,062 Shares 226,827 Est. Cost $66.67 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 3.5%
Value ($000) $11,295 Shares 95,537 Est. Cost $94.02 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 3.4%
Value ($000) $11,097 Shares 165,574 Est. Cost $58.03 Unrealized
FXD FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND 3.3%
Value ($000) $10,855 Shares 291,008 Est. Cost $34.52 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 3.3%
Value ($000) $10,782 Shares 166,081 Est. Cost $61.56 Unrealized
FXG FIRST TRUST CONSUMER STAPLES ALPHADEX FUND 3.3%
Value ($000) $10,664 Shares 238,953 Est. Cost $40.80 Unrealized
SRLN SPDR BLACKSTONE/ GSO SENIOR LOAN ETF 3.0%
Value ($000) $9,791 Shares 198,711 Est. Cost $49.74 Unrealized
SPDR NUVEEN BARCLAYS MUNICIPAL BOND ETF 2.7%
Value ($000) $8,761 Shares 361,744 Est. Cost $24.11 Unrealized
SPLB SPDR BARCLAYS LONG TERM CORPORATE BOND ETF 2.5%
Value ($000) $8,255 Shares 194,913 Est. Cost $41.43 Unrealized
SPDR NUVEEN BARCLAYS BUILD AMERICAN BOND ETF 2.5%
Value ($000) $8,216 Shares 128,380 Est. Cost $62.74 Unrealized
JANUS VELOCITY TAIL RISK HEDGED LARGE CAP ETF 2.5%
Value ($000) $8,083 Shares 285,030 Est. Cost $28.33 Unrealized
ISHARES IBONDS MAR 2023 CORPORATE EX-FINANCIALS TERM ETF 2.3%
Value ($000) $7,597 Shares 76,727 Est. Cost $93.22 Unrealized
SPHY SPDR BOFA MERRILL LYNCH CROSSOVER CORPORATE BOND ETF 2.3%
Value ($000) $7,440 Shares 281,190 Est. Cost $26.05 Unrealized
IEF ISHARES 7-10 YR TREASURY BOND ETF 2.1%
Value ($000) $6,729 Shares 62,080 Est. Cost $103.57 Unrealized
TLT ISHARES 20+ YEAR TREASURY BOND ETF 1.9%
Value ($000) $6,308 Shares 48,270 Est. Cost $113.19 Unrealized
GUGGENHEIM BULLETSHARES 2022 CORPORATE BOND ETF 1.9%
Value ($000) $6,287 Shares 296,038 Est. Cost $20.74 Unrealized
GUGGENHEIM BULLETSHARES 2021 CORPORATE BOND ETF 1.9%
Value ($000) $6,095 Shares 286,276 Est. Cost $20.79 Unrealized
VTI VANGUARD TOTAL STK MKT 1.6%
Value ($000) $5,062 Shares 47,197 Est. Cost $82.89 Unrealized
ISHARES IBONDS MAR 2020 CORPORATE EX-FINANCIALS TERM ETF 1.5%
Value ($000) $4,964 Shares 49,640 Est. Cost $95.80 Unrealized
RWR SPDR DJ WILSHIRE REIT (ETF) 1.5%
Value ($000) $4,921 Shares 52,033 Est. Cost $80.06 Unrealized
PFF ISHARES U.S. PREFERRED STOCK ETF 1.3%
Value ($000) $4,319 Shares 107,683 Est. Cost $39.39 Unrealized
GLD SPDR GOLD ETF 1.3%
Value ($000) $4,318 Shares 37,990 Est. Cost $117.64 Unrealized
POWERSHARES BUILD AMERICA BOND PORTFOLIO 1.3%
Value ($000) $4,309 Shares 141,895 Est. Cost $28.20 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 1.1%
Value ($000) $3,458 Shares 68,285 Est. Cost $50.64 Unrealized
MBB ISHARES MBS BOND ETF 1.0%
Value ($000) $3,358 Shares 30,433 Est. Cost $105.23 Unrealized
DBEU DEUTSCHE X-TRACKERS MSCI EUROPE HEDGED EQUITY ETF 1.0%
Value ($000) $3,183 Shares 109,170 Est. Cost $26.05 Unrealized
JXI ISHARES GLOBAL UTILITIES ETF 1.0%
Value ($000) $3,102 Shares 66,769 Est. Cost $47.72 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.9%
Value ($000) $2,869 Shares 25,928 Est. Cost $107.73 Unrealized
GUGGENHEIM BULLETSHARES 2020 CORPORATE BOND ETF 0.9%
Value ($000) $2,792 Shares 129,860 Est. Cost $20.88 Unrealized
ISHARES BAA-BA RATED CORPORATE BOND FUND 0.8%
Value ($000) $2,594 Shares 48,270 Est. Cost $53.74 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.8%
Value ($000) $2,482 Shares 59,326 Est. Cost $37.79 Unrealized
HDV ISHARES TR HIGH DIVID EQUITY FD 0.7%
Value ($000) $2,306 Shares 30,757 Est. Cost $68.14 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.7%
Value ($000) $2,195 Shares 49,110 Est. Cost $42.63 Unrealized
SPDR HIGH YIELD BOND ETF 0.6%
Value ($000) $1,826 Shares 46,565 Est. Cost $40.22 Unrealized
DBJP DEUTSCHE X-TRACKERS MSCI JAPAN HEDGED EQUITY ETF 0.5%
Value ($000) $1,787 Shares 43,470 Est. Cost $37.04 Unrealized
CMBS ISHARES CMBS ETF 0.5%
Value ($000) $1,785 Shares 34,225 Est. Cost $51.23 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKTS 0.5%
Value ($000) $1,559 Shares 32,261 Est. Cost $48.02 Unrealized
POWERSHARES DWA EMERGING MARKETS 0.4%
Value ($000) $1,402 Shares 75,868 Est. Cost $18.36 Unrealized
POWERSHARES DWA DEVELOPED MARKETS MOMENTUM PORTFOLIO 0.4%
Value ($000) $1,369 Shares 55,006 Est. Cost $25.73 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.4%
Value ($000) $1,304 Shares 11,416 Est. Cost $110.87 Unrealized
BLACKROCK CAP & INCOME STRATEGIES 0.4%
Value ($000) $1,209 Shares 80,359 Est. Cost $13.25 Unrealized
RWO SPDR DJ GLOBAL REAL ESTATE ETF 0.4%
Value ($000) $1,199 Shares 24,122 Est. Cost $42.28 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.3%
Value ($000) $1,126 Shares 20,333 Est. Cost $58.02 Unrealized
TORTOISE ENERGY INFRSTRCTR CP COM 0.3%
Value ($000) $1,077 Shares 25,620 Est. Cost $45.85 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.3%
Value ($000) $1,063 Shares 6,994 Est. Cost $115.96 Unrealized
ISHARES IBONDS SEP 2020 AMT-FREE MUNI BOND ETF 0.3%
Value ($000) $1,061 Shares 41,780 Est. Cost $25.28 Unrealized
GENERAL ELECTRIC CO COM 0.3%
Value ($000) $931 Shares 37,544 Est. Cost $23.62 Unrealized
KMI KINDER MORGAN INC 0.2%
Value ($000) $813 Shares 19,330 Est. Cost $22.51 Unrealized +6.0%
POWERSHARES NATIONAL AMT-FREE MUNICIPAL BOND PORTFOLIO 0.2%
Value ($000) $804 Shares 31,507 Est. Cost $24.74 Unrealized
SYY SYSCO CORP COM 0.2%
Value ($000) $785 Shares 20,797 Est. Cost $25.32 Unrealized +16.7%
KMB KIMBERLY CLARK CORP COM 0.2%
Value ($000) $769 Shares 7,178 Est. Cost $65.95 Unrealized +15.7%
PFE PFIZER INC COM 0.2%
Value ($000) $762 Shares 21,905 Est. Cost $17.03 Unrealized +18.0%
DVY ISHARES DJ SELECT DIVIDEND 0.2%
Value ($000) $750 Shares 9,620 Est. Cost $73.37 Unrealized
WMB WILLIAMS COS INC DEL COM 0.2%
Value ($000) $739 Shares 14,617 Est. Cost $19.52 Unrealized +27.8%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $731 Shares 15,024 Est. Cost $27.12 Unrealized +1.8%
RVNU DEUTSCHE X-TRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETF 0.2%
Value ($000) $716 Shares 27,105 Est. Cost $25.51 Unrealized
ISHARES IBONDS SEP 2019 AMT-FREE MUNI BOND ETF 0.2%
Value ($000) $710 Shares 27,785 Est. Cost $25.34 Unrealized
MARKET VECTORS LONG MUNICIPAL INDEX ETF 0.2%
Value ($000) $709 Shares 35,610 Est. Cost $19.74 Unrealized
MSFT MICROSOFT 0.2%
Value ($000) $704 Shares 17,321 Est. Cost $29.14 Unrealized +27.8%
SPECTRA ENERGY CORP COM 0.2%
Value ($000) $671 Shares 18,557 Est. Cost $35.35 Unrealized
ORRF ORRSTOWN FINL SVCS INC COM 0.2%
Value ($000) $668 Shares 39,069 Est. Cost $12.12 Unrealized +2.2%
BLACKSTONE GROUP L P COM UNIT LTD 0.2%
Value ($000) $665 Shares 17,099 Est. Cost $32.04 Unrealized
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.2%
Value ($000) $665 Shares 20,144 Est. Cost $30.86 Unrealized
ACNB ACNB CORP COM 0.2%
Value ($000) $657 Shares 32,740 Est. Cost $13.83 Unrealized +3.9%
AOM ISHARES MODERATE ALLOCATION FUND 0.2%
Value ($000) $647 Shares 18,159 Est. Cost $32.54 Unrealized
T AT&T INC COM 0.2%
Value ($000) $637 Shares 19,514 Est. Cost $11.49 Unrealized +2.6%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $636 Shares 10,212 Est. Cost $43.96 Unrealized +3.7%
AOR ISHARES GROWTH ALLOCATION FUND 0.2%
Value ($000) $628 Shares 15,396 Est. Cost $36.28 Unrealized
KKR & CO L P DEL COM UNITS 0.2%
Value ($000) $626 Shares 27,426 Est. Cost $23.21 Unrealized
LLY LILLY ELI & CO COM 0.2%
Value ($000) $621 Shares 8,545 Est. Cost $43.52 Unrealized +34.7%
VNQ VANGUARD REIT INDEX ETF 0.2%
Value ($000) $590 Shares 7,003 Est. Cost $70.71 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $589 Shares 6,047 Est. Cost $71.14 Unrealized +1.4%
POTASH CORP SASK INC 0.2%
Value ($000) $572 Shares 17,734 Est. Cost $35.21 Unrealized
EXC EXELON CORP COM 0.2%
Value ($000) $549 Shares 16,346 Est. Cost $15.12 Unrealized +11.3%
EWL ISHARES MSCI SWITZERLAND CAPPED ETF 0.2%
Value ($000) $549 Shares 16,536 Est. Cost $33.66 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $549 Shares 4,412 Est. Cost $19.67 Unrealized +36.5%
EIDO ISHARES MSCI INDONESIA ETF 0.2%
Value ($000) $549 Shares 19,780 Est. Cost $27.51 Unrealized
NUE NUCOR CORP COM 0.2%
Value ($000) $548 Shares 11,528 Est. Cost $34.85 Unrealized +3.1%
EWK ISHARES MSCI BELGIUM CAPPED ETF 0.2%
Value ($000) $547 Shares 32,359 Est. Cost $16.46 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.2%
Value ($000) $541 Shares 5,164 Est. Cost $99.37 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $536 Shares 9,330 Est. Cost $31.83 Unrealized +26.6%
DCI DONALDSON INC COM 0.2%
Value ($000) $534 Shares 14,163 Est. Cost $29.49 Unrealized +6.0%
EPP ISHARES MSCI PACIFIC EX JAPAN ETF 0.2%
Value ($000) $522 Shares 11,506 Est. Cost $44.49 Unrealized
EPHE ISHARES MSCI PHILIPPINES ETF 0.2%
Value ($000) $519 Shares 12,478 Est. Cost $41.59 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $501 Shares 18,200 Est. Cost $15.78 Unrealized +27.3%
MUB ISHARES NATIONAL AMT-FREE MUNI BOND ETF 0.1%
Value ($000) $481 Shares 4,350 Est. Cost $106.82 Unrealized
ISHARES IBONDS SEP 2018 AMT-FREE MUNI BOND ETF 0.1%
Value ($000) $469 Shares 18,430 Est. Cost $25.45 Unrealized
ETR ENTERGY CORP NEW COM 0.1%
Value ($000) $455 Shares 5,872 Est. Cost $21.15 Unrealized +25.9%
LEG LEGGETT & PLATT INC COM 0.1%
Value ($000) $421 Shares 9,143 Est. Cost $31.57 Unrealized +41.3%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $398 Shares 3,605 Est. Cost $62.35 Unrealized +28.2%
IXP ISHARES GLOBAL TELECOM ETF 0.1%
Value ($000) $395 Shares 6,449 Est. Cost $60.67 Unrealized
MAT MATTEL INC COM 0.1%
Value ($000) $349 Shares 15,282 Est. Cost $36.31 Unrealized -26.9%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $342 Shares 5,605 Est. Cost $37.14 Unrealized +17.7%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 0.1%
Value ($000) $298 Shares 5,295 Est. Cost $53.58 Unrealized
CHAMBERS STR PPTYS COM 0.1%
Value ($000) $285 Shares 36,154 Est. Cost $7.87 Unrealized
ISHARES MSCI FRONTIER 100 FUND 0.1%
Value ($000) $255 Shares 8,581 Est. Cost $36.02 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $250 Shares 4,267 Est. Cost $33.69 Unrealized +15.3%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $240 Shares 15,075 Est. Cost $19.31 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.1%
Value ($000) $238 Shares 1,650 Est. Cost $120.04 Unrealized +22.6%
ISHARES IBONDS SEP 2017 AMT-FREE MUNI BOND ETF 0.1%
Value ($000) $236 Shares 4,274 Est. Cost $54.21 Unrealized
AOA ISHARES S&P AGGRESSIVE ALLOCATION FUND 0.1%
Value ($000) $209 Shares 4,410 Est. Cost $42.91 Unrealized
KANDI TECHNOLOGIES GROUP INC COM 0.1%
Value ($000) $198 Shares 16,000 Est. Cost $5.63 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $193 Shares 2,270 Est. Cost $54.29 Unrealized +2.4%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $172 Shares 825 Est. Cost $194.62 Unrealized
MARKET VECTORS HIGH-YIELD MUNICIPAL INDEX ETF 0.1%
Value ($000) $165 Shares 5,275 Est. Cost $30.59 Unrealized
HYMB SPDR NUVEEN S&P HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $153 Shares 2,660 Est. Cost $55.18 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MINIMUM VOLATILITY ETF 0.0%
Value ($000) $143 Shares 2,428 Est. Cost $58.86 Unrealized
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $140 Shares 1,000 Est. Cost $72.91 Unrealized +24.3%
HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD 0.0%
Value ($000) $139 Shares 1,372 Est. Cost $103.56 Unrealized
KRG KITE RLTY GROUP TR COM NEW 0.0%
Value ($000) $137 Shares 4,847 Est. Cost $24.14 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $134 Shares 8,700 Est. Cost $10.14 Unrealized +25.8%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $130 Shares 1,291 Est. Cost $61.63 Unrealized +21.9%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $128 Shares 2,550 Est. Cost $18.81 Unrealized +39.2%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $124 Shares 1,441 Est. Cost $84.75 Unrealized
POWERSHARES EMERGING MARKETS SOVEREIGN DEBT PORTFOLIO 0.0%
Value ($000) $121 Shares 4,264 Est. Cost $27.50 Unrealized
USCI UNITED STS COMMODITYINDEX FD COMMODITY INDEX FD 0.0%
Value ($000) $117 Shares 2,595 Est. Cost $53.58 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $115 Shares 1,525 Est. Cost $48.82 Unrealized -3.6%
V VISA INC 0.0%
Value ($000) $109 Shares 1,663 Est. Cost $56.03 Unrealized +9.4%
BMY BRISTOL MYERS SQUIBB 0.0%
Value ($000) $99 Shares 1,538 Est. Cost $30.16 Unrealized +44.1%
CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $98 Shares 6,931 Est. Cost $20.32 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $93 Shares 1,000 Est. Cost $47.70 Unrealized +34.7%
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $92 Shares 2,800 Est. Cost $59.46 Unrealized
GREENHAVEN CONTINUOUS COMMODITY INDEX FUND 0.0%
Value ($000) $86 Shares 4,045 Est. Cost $27.08 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value ($000) $76 Shares 976 Est. Cost $74.70 Unrealized
REVENUESHARES MID CAP FUND 0.0%
Value ($000) $74 Shares 1,463 Est. Cost $45.56 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $73 Shares 4,500 Est. Cost $7.68 Unrealized +15.0%
EOG EOG RES INC COM 0.0%
Value ($000) $72 Shares 780 Est. Cost $65.88 Unrealized +0.5%
DU PONT E I DE NEMOURS & CO COM 0.0%
Value ($000) $71 Shares 1,000 Est. Cost $59.08 Unrealized
IPATH PURE BETA LIVESTOCK ETN 0.0%
Value ($000) $61 Shares 1,225 Est. Cost $54.07 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $61 Shares 746 Est. Cost $45.78 Unrealized +69.9%
IPATH PURE BETA COCOA ETN 0.0%
Value ($000) $60 Shares 1,515 Est. Cost $40.89 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $58 Shares 719 Est. Cost $76.54 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $57 Shares 2,385 Est. Cost $22.39 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $54 Shares 1,260 Est. Cost $27.58 Unrealized +33.6%
DE DEERE & CO COM 0.0%
Value ($000) $53 Shares 602 Est. Cost $72.89 Unrealized +0.2%
ENBRIDGE ENERGY PARTNERS L P COM 0.0%
Value ($000) $52 Shares 1,450 Est. Cost $37.00 Unrealized
ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $52 Shares 4,520 Est. Cost $11.97 Unrealized
WHOLE FOODS MKT INC COM 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $51.00 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $52 Shares 525 Est. Cost $41.52 Unrealized +69.9%
KAYNE ANDERSON ENRGY TTL RT FD COM 0.0%
Value ($000) $52 Shares 2,108 Est. Cost $29.89 Unrealized
POWERSHARES DB AGRICULTURE FUND 0.0%
Value ($000) $52 Shares 2,355 Est. Cost $24.83 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $51 Shares 100 Est. Cost $47.10 Unrealized +20.2%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $49 Shares 1,250 Est. Cost $42.40 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.0%
Value ($000) $47 Shares 400 Est. Cost $113.72 Unrealized
HORNBECK OFFSHORE SVCS INC NEW COM 0.0%
Value ($000) $47 Shares 2,500 Est. Cost $53.60 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $46 Shares 400 Est. Cost $75.72 Unrealized +4.9%
POWERSHARES DB BASE METALS FUND 0.0%
Value ($000) $45 Shares 3,000 Est. Cost $15.89 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $45 Shares 395 Est. Cost $85.25 Unrealized +14.0%
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $45 Shares 428 Est. Cost $98.81 Unrealized
IWC ISHARES RUSSELL MICROCAP INDEX 0.0%
Value ($000) $45 Shares 570 Est. Cost $76.91 Unrealized
CERNER CORP COM 0.0%
Value ($000) $44 Shares 600 Est. Cost $53.33 Unrealized
NEKTAR THERAPEUTICS COM 0.0%
Value ($000) $44 Shares 4,000 Est. Cost $11.50 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $42 Shares 300 Est. Cost $89.10 Unrealized +17.6%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $42 Shares 400 Est. Cost $57.46 Unrealized +27.0%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $41 Shares 491 Est. Cost $59.91 Unrealized +2.4%
EFAV ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD 0.0%
Value ($000) $41 Shares 618 Est. Cost $62.97 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $41 Shares 999 Est. Cost $27.93 Unrealized +6.0%
IBM INTL BUSINESS MACHINES 0.0%
Value ($000) $40 Shares 249 Est. Cost $116.41 Unrealized -17.1%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $40 Shares 700 Est. Cost $21.52 Unrealized +4.1%
TAUBMAN CTRS INC COM 0.0%
Value ($000) $39 Shares 500 Est. Cost $76.00 Unrealized
AOS SMITH A O COM 0.0%
Value ($000) $39 Shares 600 Est. Cost $17.26 Unrealized +48.0%
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $38 Shares 321 Est. Cost $59.65 Unrealized +56.2%
INCY INCYTE CORP COM 0.0%
Value ($000) $37 Shares 400 Est. Cost $65.33 Unrealized +26.5%
GOOGLE INC 0.0%
Value ($000) $37 Shares 67 Est. Cost $867.90 Unrealized
GOOGLE INC CL C 0.0%
Value ($000) $37 Shares 67 Est. Cost $582.09 Unrealized
IPATH PURE BETA COFFEE ETN 0.0%
Value ($000) $36 Shares 2,275 Est. Cost $20.50 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $36 Shares 364 Est. Cost $101.15 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $34 Shares 145 Est. Cost $35.28 Unrealized +11.2%
C CITIGROUP INC 0.0%
Value ($000) $33 Shares 634 Est. Cost $37.07 Unrealized +2.3%
FDX FEDEX CORP 0.0%
Value ($000) $33 Shares 200 Est. Cost $105.57 Unrealized +40.1%
INTC INTEL CORP COM 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $17.24 Unrealized +50.9%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $31 Shares 449 Est. Cost $46.87 Unrealized +10.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $30 Shares 369 Est. Cost $70.31 Unrealized -10.2%
MARATHON OIL CORP COM 0.0%
Value ($000) $29 Shares 1,125 Est. Cost $25.78 Unrealized
REVENUESHARES SMALL CAP FUND 0.0%
Value ($000) $29 Shares 494 Est. Cost $51.58 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $29 Shares 264 Est. Cost $67.45 Unrealized +36.2%
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $29 Shares 350 Est. Cost $20.17 Unrealized +14.2%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $29 Shares 480 Est. Cost $36.24 Unrealized +22.2%
COMCAST CORP NEW CL A SPL 0.0%
Value ($000) $28 Shares 495 Est. Cost $45.69 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $28 Shares 266 Est. Cost $65.03 Unrealized +41.3%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $28 Shares 218 Est. Cost $119.27 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $28 Shares 362 Est. Cost $45.64 Unrealized +13.5%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $27 Shares 616 Est. Cost $42.21 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $26 Shares 312 Est. Cost $82.26 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $25 Shares 416 Est. Cost $59.16 Unrealized +6.3%
GUGGENHEIM S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $25 Shares 902 Est. Cost $27.72 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $25 Shares 600 Est. Cost $25.77 Unrealized +10.7%
MET METLIFE INC COM 0.0%
Value ($000) $25 Shares 500 Est. Cost $33.28 Unrealized -6.2%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $25 Shares 510 Est. Cost $19.74 Unrealized +18.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $24 Shares 299 Est. Cost $41.29 Unrealized +7.8%
AQUA AMERICA INC COM 0.0%
Value ($000) $23 Shares 876 Est. Cost $30.13 Unrealized
EWW ISHARES MSCI MEXICO CAPPED ETF 0.0%
Value ($000) $23 Shares 400 Est. Cost $65.00 Unrealized
SOUTH JERSEY INDS INC COM 0.0%
Value ($000) $23 Shares 432 Est. Cost $53.24 Unrealized
NEM NEWMONT MINING CORP COM 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $25.34 Unrealized -28.0%
DSW INC CL A 0.0%
Value ($000) $22 Shares 600 Est. Cost $65.00 Unrealized
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $21 Shares 927 Est. Cost $22.65 Unrealized
JACOBS ENGR GROUP INC DEL COM 0.0%
Value ($000) $20 Shares 445 Est. Cost $58.43 Unrealized
CHIQUITA BRANDS INTL INC 4.25% 08/15/2016 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $1.00 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $19 Shares 243 Est. Cost $63.68 Unrealized
SIRIUS XM RADIO INC 0.0%
Value ($000) $19 Shares 5,000 Est. Cost $3.50 Unrealized
DOW CHEM CO COM 0.0%
Value ($000) $19 Shares 393 Est. Cost $43.26 Unrealized
GENCO SHIPPING & TRADING LTD 5% 08/15/2015 0.0%
Value ($000) $18 Shares 20,000 Est. Cost $0.90 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $17 Shares 177 Est. Cost $66.36 Unrealized +4.6%
ISHARES MORTGAGE REAL ESTATE CAPPED ETF 0.0%
Value ($000) $16 Shares 1,380 Est. Cost $13.04 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $16 Shares 269 Est. Cost $19.96 Unrealized +6.3%
AIRGAS INC COM 0.0%
Value ($000) $16 Shares 153 Est. Cost $111.11 Unrealized
CTRA CABOT OIL & GAS CP COM 0.0%
Value ($000) $16 Shares 550 Est. Cost $25.93 Unrealized -20.8%
CELGENE CORP 0.0%
Value ($000) $16 Shares 138 Est. Cost $113.42 Unrealized
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $68.03 Unrealized -18.0%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $11.84 Unrealized +89.5%
ARLP ALLIANCE RES PARTNER L P UT LTD PART 0.0%
Value ($000) $13 Shares 400 Est. Cost $42.50 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 141 Est. Cost $94.26 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $13 Shares 101 Est. Cost $89.11 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $12 Shares 160 Est. Cost $75.00 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $12 Shares 162 Est. Cost $55.61 Unrealized +18.9%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $12 Shares 160 Est. Cost $75.00 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $12 Shares 126 Est. Cost $79.37 Unrealized
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $12 Shares 168 Est. Cost $52.72 Unrealized
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 115 Est. Cost $95.65 Unrealized
ORBITAL ATK INC COM 0.0%
Value ($000) $10 Shares 130 Est. Cost $76.92 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $27.11 Unrealized +10.4%
E M C CORP 0.0%
Value ($000) $9 Shares 355 Est. Cost $25.45 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $8 Shares 21 Est. Cost $15.34 Unrealized +14.6%
VALSPAR CORP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
MDLZ MONDELEZ INTL INC COM 0.0%
Value ($000) $8 Shares 211 Est. Cost $28.32 Unrealized +0.0%
PRETIUM RES INC COM 0.0%
Value ($000) $7 Shares 1,400 Est. Cost $8.57 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $7 Shares 16 Est. Cost $300.97 Unrealized +31.0%
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $7 Shares 231 Est. Cost $19.86 Unrealized +27.9%
ENERGY TRANSFER PARTNERS LP 0.0%
Value ($000) $6 Shares 104 Est. Cost $48.08 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.0%
Value ($000) $6 Shares 115 Est. Cost $52.17 Unrealized
JP MORGAN ALERIAN MLP ETN 0.0%
Value ($000) $6 Shares 138 Est. Cost $46.00 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
KRAFT FOODS GROUP INC COM 0.0%
Value ($000) $6 Shares 70 Est. Cost $57.14 Unrealized
CABLEVISION SYS CORP CL A NY CABLVS 0.0%
Value ($000) $6 Shares 326 Est. Cost $16.00 Unrealized
SUNOCO LOGISTICS PRTNRS L P COM UNITS 0.0%
Value ($000) $6 Shares 135 Est. Cost $44.44 Unrealized
OGS ONE GAS INC COM 0.0%
Value ($000) $5 Shares 127 Est. Cost $34.23 Unrealized +24.9%
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $5 Shares 276 Est. Cost $24.93 Unrealized -29.3%
POWERSHARES INTERNATIONAL DIVIDEND ACHIEVERS PORTFOLIO 0.0%
Value ($000) $5 Shares 283 Est. Cost $17.67 Unrealized
ETFS PHYSICAL PRECIOUS METAL BASKET SHARES 0.0%
Value ($000) $5 Shares 85 Est. Cost $66.76 Unrealized
MONOGRAM RESIDENTIAL TR INC COM 0.0%
Value ($000) $5 Shares 513 Est. Cost $9.75 Unrealized
CVS CVS CORP 0.0%
Value ($000) $4 Shares 41 Est. Cost $54.89 Unrealized +35.3%
LQD ISHARES IBOXX CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 29 Est. Cost $121.02 Unrealized
ACTAVIS INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $266.67 Unrealized
HD HOME DEPOT 0.0%
Value ($000) $4 Shares 34 Est. Cost $60.11 Unrealized +42.0%
IPATH PURE BETA ALUMINUM ETN 0.0%
Value ($000) $4 Shares 145 Est. Cost $27.59 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $4 Shares 34 Est. Cost $110.00 Unrealized
CITRIX SYS INC COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $71.43 Unrealized
PALL CORP COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $85.71 Unrealized
L-3 COMMUNICATIONS HLDGS INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $133.33 Unrealized
ZBH ZIMMER HLDGS INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $67.30 Unrealized +55.1%
NEURALSTEM INC COM 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $4.00 Unrealized
WEATHERFORD INTL PLC ORD SHS 0.0%
Value ($000) $3 Shares 211 Est. Cost $14.22 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.00 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
BLACKROCK INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $285.71 Unrealized
CWB SPDR BARCLAYS CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $3 Shares 54 Est. Cost $49.32 Unrealized
BROADCOM CORP CL A 0.0%
Value ($000) $3 Shares 73 Est. Cost $41.10 Unrealized
POWERSHARES 1-30 LADDERED TREASURY PORTFOLIO 0.0%
Value ($000) $3 Shares 86 Est. Cost $30.50 Unrealized
SUN BANCORP INC COM NEW 0.0%
Value ($000) $3 Shares 179 Est. Cost $16.76 Unrealized
RED HAT INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $58.82 Unrealized
ALPS TRUST ETF ALERIAN MLP 0.0%
Value ($000) $3 Shares 192 Est. Cost $18.68 Unrealized
SANDISK CORP COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $93.02 Unrealized
DBEF DEUTSCHE X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $3 Shares 90 Est. Cost $33.33 Unrealized
SEAGATE TECHNOLOGY 0.0%
Value ($000) $3 Shares 51 Est. Cost $58.82 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $41.64 Unrealized +34.5%
USDU WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $2 Shares 21 Est. Cost $58.10 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $113.45 Unrealized +9.9%
DLB DOLBY LABORATORIES INC COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $36.03 Unrealized -4.0%
XPH SPDR S&P PHARMACEUTICALS ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $105.26 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $70.12 Unrealized +70.9%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $2 Shares 68 Est. Cost $35.69 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $34.00 Unrealized +22.7%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 34 Est. Cost $50.85 Unrealized
NDAQ NASDAQ OMX GROUP INC COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $10.13 Unrealized +34.6%
TYCO INTL LTD 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.67 Unrealized
MONSANTO CO 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.0%
Value ($000) $2 Shares 7 Est. Cost $285.71 Unrealized
WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
ANADARKO PETE CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $93.39 Unrealized
POWERSHARES LISTED PRIVATE EQUITY PORTFOLIO 0.0%
Value ($000) $2 Shares 215 Est. Cost $11.20 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $211.37 Unrealized -5.4%
RWX SPDR DJ WILSHIRE INTL REAL EST 0.0%
Value ($000) $2 Shares 41 Est. Cost $48.78 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $2 Shares 48 Est. Cost $28.03 Unrealized +47.9%
ADSK AUTODESK INC COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $50.72 Unrealized +16.8%
CREE INC COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $45.45 Unrealized
AG MTG INVT TR INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
SKYY FIRST TRADE ISE CLOUD COMPUTING INDEX 0.0%
Value ($000) $2 Shares 66 Est. Cost $28.41 Unrealized
MARKET VECTORS AGRIBUSINESS ETF 0.0%
Value ($000) $2 Shares 32 Est. Cost $52.63 Unrealized
HDG PROSHARES HEDGE REPLICATION ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $40.36 Unrealized
BUD ANHEUSER BUSCH 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
DIRECTV COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $2 Shares 23 Est. Cost $56.27 Unrealized -6.6%
SEVENTY SEVEN ENERGY INC COM 0.0%
Value ($000) $2 Shares 495 Est. Cost $6.06 Unrealized
CURRENCYSHARES SWISS FRANC TRUST 0.0%
Value ($000) $2 Shares 15 Est. Cost $111.81 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $83.37 Unrealized +38.0%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $1 Shares 16 Est. Cost $65.73 Unrealized +22.9%
NKE NIKE INC CLASS B 0.0%
Value ($000) $1 Shares 12 Est. Cost $32.14 Unrealized +29.7%
LIBERTY MEDIA CORP SERIES C 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $1 Shares 14 Est. Cost $38.09 Unrealized -5.0%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $59.64 Unrealized -14.4%
DEM WISDOMTREE EMERGING MARKETS EQUITY INCOME FUND 0.0%
Value ($000) $1 Shares 35 Est. Cost $47.08 Unrealized
CALIFORNIA RES CORP COM 0.0%
Value ($000) $1 Shares 80 Est. Cost $12.50 Unrealized
NTAP NETAPP INC COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $30.80 Unrealized -5.8%
AMCX AMC NETWORKS INC CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $63.97 Unrealized +8.0%
CAMERON INTERNATIONAL CORP COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $62.50 Unrealized
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $44.44 Unrealized +37.0%
LIBERTY MEDIA HOLDING CP INTER A 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
LINKEDIN CORPORATION 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
WIP SPDR DB INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $60.81 Unrealized
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $1 Shares 37 Est. Cost $39.21 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $100.00 Unrealized
STIP ISHARES 0-5 YR TIPS BOND ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $111.11 Unrealized
XILINX INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
ISIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
STARZ COM SER A 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
BLACKROCK MUNIHLDGS NJ QLTY FD COM 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
LIBERTY MEDIA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $100.00 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $0 Shares 2 Est. Cost $47.55 Unrealized 0.0%
IMMUNOGEN INC COM 0.0%
Value ($000) $0 Shares 48 Est. Cost $20.83 Unrealized
DNOW NOW INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.74 Unrealized -29.0%
ADT CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $0 Shares 5 Est. Cost $47.43 Unrealized 0.0%
LIBERTY INTERACTIVE CORPORATIO LBT VENT COM A 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized