NewSquare Capital LLC Diversified Active

CIK: 0001546989 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 20, 2015

Total Value ($000): $339,104 (100.0% shares, 0.0% debt)

Holdings (326)

AGG ISHARES CORE U.S. AGGREGATE BOND ETF 8.5%
Value ($000) $28,864 Shares 263,406 Est. Cost $108.80 Unrealized
POWERSHARES S&P 500 LOW VOLATILITY PORTFOLIO 7.1%
Value ($000) $24,117 Shares 670,648 Est. Cost $36.26 Unrealized
POWERSHARES DWA MOMENTUM PORTFOLIO 6.9%
Value ($000) $23,474 Shares 584,231 Est. Cost $40.70 Unrealized
FXD FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND 4.2%
Value ($000) $14,234 Shares 415,360 Est. Cost $34.77 Unrealized
FXG FIRST TRUST CONSUMER STAPLES ALPHADEX FUND 4.2%
Value ($000) $14,215 Shares 339,186 Est. Cost $41.44 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 4.2%
Value ($000) $14,200 Shares 214,926 Est. Cost $62.75 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 3.9%
Value ($000) $13,144 Shares 225,849 Est. Cost $59.52 Unrealized
SPDR NUVEEN BARCLAYS MUNICIPAL BOND ETF 3.9%
Value ($000) $13,059 Shares 541,634 Est. Cost $24.10 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 3.7%
Value ($000) $12,652 Shares 124,873 Est. Cost $98.71 Unrealized
SPTI SPDR BARCLAYS INTERMEDIATE TERM TREASURY ETF 3.6%
Value ($000) $12,283 Shares 202,598 Est. Cost $60.25 Unrealized
SPIB SPDR BARCLAYS INTERMEDIATE TERM CORPORATE BOND ETF 3.6%
Value ($000) $12,234 Shares 360,360 Est. Cost $33.96 Unrealized
SPSB SPDR BARCLAYS SHORT TERM CORPORATE BOND ETF 3.6%
Value ($000) $12,210 Shares 400,073 Est. Cost $30.57 Unrealized
SRLN SPDR BLACKSTONE/ GSO SENIOR LOAN ETF 2.3%
Value ($000) $7,648 Shares 160,136 Est. Cost $49.74 Unrealized
SPTL SPDR BARCLAYS LONG TERM TREASURY ETF 2.0%
Value ($000) $6,908 Shares 96,600 Est. Cost $66.67 Unrealized
JANUS VELOCITY TAIL RISK HEDGED LARGE CAP ETF 1.9%
Value ($000) $6,325 Shares 235,575 Est. Cost $28.33 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 1.8%
Value ($000) $6,101 Shares 56,555 Est. Cost $103.67 Unrealized
ISHARES IBONDS MAR 2023 CORPORATE EX-FINANCIALS TERM ETF 1.8%
Value ($000) $5,972 Shares 62,072 Est. Cost $93.22 Unrealized
SPHY SPDR BOFA MERRILL LYNCH CROSSOVER CORPORATE BOND ETF 1.7%
Value ($000) $5,730 Shares 230,315 Est. Cost $26.05 Unrealized
TLT ISHARES 20+ YEAR TREASURY BOND ETF 1.5%
Value ($000) $5,174 Shares 41,885 Est. Cost $113.19 Unrealized
GUGGENHEIM BULLETSHARES 2022 CORPORATE BOND ETF 1.5%
Value ($000) $4,951 Shares 240,205 Est. Cost $20.74 Unrealized
GUGGENHEIM BULLETSHARES 2021 CORPORATE BOND ETF 1.4%
Value ($000) $4,862 Shares 233,190 Est. Cost $20.79 Unrealized
ISHARES IBONDS MAR 2020 CORPORATE EX-FINANCIALS TERM ETF 1.2%
Value ($000) $4,119 Shares 41,745 Est. Cost $95.80 Unrealized
PFF ISHARES U.S. PREFERRED STOCK ETF 1.2%
Value ($000) $4,011 Shares 103,909 Est. Cost $39.35 Unrealized
RWR SPDR DOW JONES REIT ETF 1.1%
Value ($000) $3,606 Shares 41,852 Est. Cost $80.06 Unrealized
POWERSHARES BUILD AMERICA BOND PORTFOLIO 1.0%
Value ($000) $3,513 Shares 119,975 Est. Cost $28.20 Unrealized
GLD SPDR GOLD SHARES 0.9%
Value ($000) $3,132 Shares 29,305 Est. Cost $117.64 Unrealized
MBB ISHARES MBS ETF 0.8%
Value ($000) $2,658 Shares 24,250 Est. Cost $105.23 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.8%
Value ($000) $2,553 Shares 50,605 Est. Cost $50.64 Unrealized
ZROZ PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND 0.7%
Value ($000) $2,407 Shares 21,245 Est. Cost $113.30 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.7%
Value ($000) $2,259 Shares 20,805 Est. Cost $107.73 Unrealized
GUGGENHEIM BULLETSHARES 2020 CORPORATE BOND ETF 0.7%
Value ($000) $2,211 Shares 103,880 Est. Cost $20.88 Unrealized
SPDR BARCLAYS HIGH YIELD BOND ETF 0.6%
Value ($000) $2,184 Shares 61,249 Est. Cost $39.23 Unrealized
ISHARES BAA-BA RATED CORPORATE BOND FUND 0.6%
Value ($000) $1,995 Shares 39,912 Est. Cost $53.74 Unrealized
DBEU DEUTSCHE X-TRACKERS MSCI EUROPE HEDGED EQUITY ETF 0.6%
Value ($000) $1,976 Shares 79,055 Est. Cost $26.05 Unrealized
POWERSHARES DWA DEVELOPED MARKETS MOMENTUM PORTFOLIO 0.5%
Value ($000) $1,723 Shares 76,706 Est. Cost $24.40 Unrealized
POWERSHARES DWA EMERGING MARKETS MOMENTUM PORTFOLIO 0.5%
Value ($000) $1,656 Shares 107,825 Est. Cost $18.18 Unrealized
CMBS ISHARES CMBS ETF 0.5%
Value ($000) $1,581 Shares 30,530 Est. Cost $51.23 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.5%
Value ($000) $1,573 Shares 22,603 Est. Cost $68.14 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.4%
Value ($000) $1,391 Shares 36,860 Est. Cost $37.79 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.4%
Value ($000) $1,304 Shares 33,400 Est. Cost $42.63 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.4%
Value ($000) $1,197 Shares 10,501 Est. Cost $110.87 Unrealized
DBJP DEUTSCHE X-TRACKERS MSCI JAPAN HEDGED EQUITY ETF 0.3%
Value ($000) $1,135 Shares 31,135 Est. Cost $37.04 Unrealized
BLACKROCK ENH CAP & INC FD INC COM 0.3%
Value ($000) $1,101 Shares 83,876 Est. Cost $13.31 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.3%
Value ($000) $998 Shares 7,308 Est. Cost $117.82 Unrealized
POWERSHARES NATIONAL AMT-FREE MUNICIPAL BOND PORTFOLIO 0.3%
Value ($000) $982 Shares 39,234 Est. Cost $24.77 Unrealized
GENERAL ELECTRIC CO COM 0.3%
Value ($000) $946 Shares 37,508 Est. Cost $23.68 Unrealized
MARKET VECTORS LONG MUNICIPAL INDEX ETF 0.3%
Value ($000) $887 Shares 45,440 Est. Cost $19.66 Unrealized
RVNU DEUTSCHE X-TRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETF 0.3%
Value ($000) $879 Shares 34,590 Est. Cost $25.49 Unrealized
ISHARES IBONDS SEP 2020 AMT-FREE MUNI BOND ETF 0.3%
Value ($000) $873 Shares 34,160 Est. Cost $25.28 Unrealized
SYY SYSCO CORP COM 0.3%
Value ($000) $850 Shares 21,807 Est. Cost $25.49 Unrealized +14.1%
KMB KIMBERLY CLARK CORP COM 0.2%
Value ($000) $831 Shares 7,625 Est. Cost $66.64 Unrealized +16.1%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.2%
Value ($000) $773 Shares 17,127 Est. Cost $42.28 Unrealized
MUB ISHARES NATIONAL AMT-FREE MUNI BOND ETF 0.2%
Value ($000) $758 Shares 6,918 Est. Cost $107.57 Unrealized
MSFT MICROSOFT CORP COM 0.2%
Value ($000) $747 Shares 16,872 Est. Cost $29.14 Unrealized +33.5%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.2%
Value ($000) $731 Shares 14,965 Est. Cost $58.02 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $712 Shares 22,678 Est. Cost $17.20 Unrealized +19.8%
EWK ISHARES MSCI BELGIUM CAPPED ETF 0.2%
Value ($000) $710 Shares 43,127 Est. Cost $17.11 Unrealized
LLY LILLY ELI & CO COM 0.2%
Value ($000) $700 Shares 8,364 Est. Cost $43.92 Unrealized +60.5%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $698 Shares 16,049 Est. Cost $27.19 Unrealized -0.7%
IYY ISHARES TR DOW JONES U S TOTAL MKT INDEX 0.2%
Value ($000) $698 Shares 7,235 Est. Cost $102.91 Unrealized
EWL ISHARES MSCI SWITZERLAND CAPPED ETF 0.2%
Value ($000) $690 Shares 22,566 Est. Cost $33.01 Unrealized
ACNB ACNB CORP COM 0.2%
Value ($000) $684 Shares 32,740 Est. Cost $13.83 Unrealized +6.0%
INDY ISHARES S&P INDIA NIFTY 50 INDEX FUND 0.2%
Value ($000) $662 Shares 23,735 Est. Cost $27.89 Unrealized
ISHARES IBONDS SEP 2019 AMT-FREE MUNI BOND ETF 0.2%
Value ($000) $661 Shares 25,860 Est. Cost $25.34 Unrealized
EPHE ISHARES MSCI PHILIPPINES ETF 0.2%
Value ($000) $660 Shares 19,199 Est. Cost $39.31 Unrealized
ORRF ORRSTOWN FINL SVCS INC COM 0.2%
Value ($000) $659 Shares 39,069 Est. Cost $12.12 Unrealized +1.8%
KO COCA COLA CO COM 0.2%
Value ($000) $644 Shares 16,046 Est. Cost $28.78 Unrealized +0.2%
T AT&T INC COM 0.2%
Value ($000) $643 Shares 19,742 Est. Cost $11.53 Unrealized +6.4%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.2%
Value ($000) $626 Shares 6,345 Est. Cost $82.89 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $615 Shares 6,241 Est. Cost $71.25 Unrealized +5.7%
HCP INC COM 0.2%
Value ($000) $606 Shares 16,264 Est. Cost $36.47 Unrealized
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $602 Shares 12,558 Est. Cost $43.67 Unrealized -15.7%
BLACKSTONE GROUP L P COM UNIT LTD 0.2%
Value ($000) $574 Shares 18,130 Est. Cost $32.19 Unrealized
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.2%
Value ($000) $573 Shares 18,224 Est. Cost $30.86 Unrealized
WMB WILLIAMS COS INC DEL COM 0.2%
Value ($000) $568 Shares 15,422 Est. Cost $20.17 Unrealized +36.0%
SPECTRA ENERGY CORP COM 0.2%
Value ($000) $547 Shares 20,819 Est. Cost $34.88 Unrealized
BAX BAXTER INTL INC COM 0.2%
Value ($000) $541 Shares 16,469 Est. Cost $32.06 Unrealized 0.0%
ISHARES IBONDS SEP 2018 AMT-FREE MUNI BOND ETF 0.2%
Value ($000) $536 Shares 20,955 Est. Cost $25.46 Unrealized
EXC EXELON CORP COM 0.2%
Value ($000) $532 Shares 17,910 Est. Cost $15.23 Unrealized +2.2%
KKR & CO L P DEL COM UNITS 0.1%
Value ($000) $503 Shares 30,004 Est. Cost $22.91 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $498 Shares 18,975 Est. Cost $15.99 Unrealized +22.4%
AAPL APPLE INC COM 0.1%
Value ($000) $494 Shares 4,477 Est. Cost $19.80 Unrealized +32.8%
NUE NUCOR CORP COM 0.1%
Value ($000) $480 Shares 12,771 Est. Cost $35.01 Unrealized -4.3%
SAN BANCO SANTANDER SA ADR 0.1%
Value ($000) $475 Shares 90,023 Est. Cost $6.89 Unrealized
CAG CONAGRA FOODS INC COM 0.1%
Value ($000) $458 Shares 11,311 Est. Cost $20.83 Unrealized +12.5%
AOM ISHARES MODERATE ALLOCATION FUND 0.1%
Value ($000) $453 Shares 13,369 Est. Cost $32.54 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $432 Shares 6,004 Est. Cost $47.09 Unrealized +0.2%
ETR ENTERGY CORP NEW COM 0.1%
Value ($000) $419 Shares 6,429 Est. Cost $21.44 Unrealized +5.1%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $418 Shares 3,614 Est. Cost $63.20 Unrealized +32.7%
POTASH CORP SASK INC COM 0.1%
Value ($000) $404 Shares 19,677 Est. Cost $34.35 Unrealized
DCI DONALDSON INC COM 0.1%
Value ($000) $402 Shares 14,307 Est. Cost $29.46 Unrealized -8.2%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $393 Shares 5,878 Est. Cost $37.41 Unrealized +16.1%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $390 Shares 8,833 Est. Cost $44.12 Unrealized -15.4%
AOR ISHARES GROWTH ALLOCATION FUND 0.1%
Value ($000) $379 Shares 9,944 Est. Cost $36.28 Unrealized
MARKET VECTORS HIGH-YIELD MUNICIPAL INDEX ETF 0.1%
Value ($000) $378 Shares 12,370 Est. Cost $30.36 Unrealized
LEG LEGGETT & PLATT INC COM 0.1%
Value ($000) $367 Shares 8,887 Est. Cost $31.57 Unrealized +47.9%
BND VANGUARD BD INDEX FD INC TOTAL BND MRKT 0.1%
Value ($000) $367 Shares 4,475 Est. Cost $81.59 Unrealized
MAT MATTEL INC COM 0.1%
Value ($000) $363 Shares 17,254 Est. Cost $35.08 Unrealized -33.3%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $337 Shares 4,535 Est. Cost $76.04 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $315 Shares 4,755 Est. Cost $72.62 Unrealized
CHAMBERS STR PPTYS COM 0.1%
Value ($000) $290 Shares 44,714 Est. Cost $7.60 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $243 Shares 4,458 Est. Cost $34.06 Unrealized +24.8%
ISHARES IBONDS SEP 2017 AMT-FREE MUNI BOND ETF 0.1%
Value ($000) $238 Shares 8,673 Est. Cost $39.36 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $215 Shares 1,650 Est. Cost $120.04 Unrealized +14.1%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $209 Shares 15,075 Est. Cost $19.31 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.1%
Value ($000) $200 Shares 4,700 Est. Cost $47.55 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $197 Shares 3,695 Est. Cost $53.32 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.1%
Value ($000) $184 Shares 3,440 Est. Cost $53.49 Unrealized
AOA ISHARES S&P AGGRESSIVE ALLOCATION FUND 0.0%
Value ($000) $159 Shares 3,650 Est. Cost $42.91 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $151 Shares 9,700 Est. Cost $10.48 Unrealized +28.3%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $150 Shares 2,020 Est. Cost $54.29 Unrealized -9.6%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $130 Shares 1,372 Est. Cost $103.56 Unrealized
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $126 Shares 1,346 Est. Cost $62.15 Unrealized +16.6%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $122 Shares 2,250 Est. Cost $18.81 Unrealized +43.6%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $121 Shares 1,525 Est. Cost $48.82 Unrealized +0.1%
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $118 Shares 1,000 Est. Cost $72.91 Unrealized +7.5%
KRG KITE RLTY GROUP TR COM NEW 0.0%
Value ($000) $115 Shares 4,847 Est. Cost $24.14 Unrealized
MKL MARKEL CORP COM 0.0%
Value ($000) $104 Shares 130 Est. Cost $777.66 Unrealized +8.8%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $102 Shares 4,250 Est. Cost $16.17 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $102 Shares 1,728 Est. Cost $31.90 Unrealized +39.6%
USCI UNITED STATES COMMODITY INDEX FUND 0.0%
Value ($000) $102 Shares 2,445 Est. Cost $53.58 Unrealized
DBEF DEUTSCHE X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $101 Shares 3,875 Est. Cost $28.29 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $101 Shares 2,070 Est. Cost $55.67 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $98 Shares 1,785 Est. Cost $60.72 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $89 Shares 1,000 Est. Cost $47.70 Unrealized +41.9%
KANDI TECHNOLOGIES GROUP INC COM 0.0%
Value ($000) $84 Shares 16,000 Est. Cost $5.63 Unrealized
POWERSHARES EMERGING MARKETS SOVEREIGN DEBT PORTFOLIO 0.0%
Value ($000) $73 Shares 2,669 Est. Cost $27.56 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $70 Shares 2,800 Est. Cost $59.46 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $69 Shares 1,400 Est. Cost $31.83 Unrealized +20.7%
META FACEBOOK INC CL A 0.0%
Value ($000) $67 Shares 746 Est. Cost $45.78 Unrealized +99.0%
KMI KINDER MORGAN INC 0.0%
Value ($000) $67 Shares 2,411 Est. Cost $22.61 Unrealized -13.6%
IPATH PURE BETA COCOA ETN 0.0%
Value ($000) $64 Shares 1,375 Est. Cost $40.89 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $62 Shares 3,543 Est. Cost $21.73 Unrealized
REVENUESHARES MID CAP FUND 0.0%
Value ($000) $61 Shares 1,367 Est. Cost $45.56 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $61 Shares 4,500 Est. Cost $7.68 Unrealized +6.2%
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value ($000) $60 Shares 836 Est. Cost $74.70 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $53 Shares 2,305 Est. Cost $22.39 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $53 Shares 1,460 Est. Cost $28.87 Unrealized +14.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $52 Shares 525 Est. Cost $41.52 Unrealized +86.6%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $52 Shares 270 Est. Cost $194.62 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $51 Shares 436 Est. Cost $70.18 Unrealized +44.2%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $49 Shares 662 Est. Cost $76.54 Unrealized
ISHARES GOLD TRUST ETF 0.0%
Value ($000) $49 Shares 4,520 Est. Cost $11.97 Unrealized
ALPHABET INC CAP STK CL A 0.0%
Value ($000) $49 Shares 77 Est. Cost $636.36 Unrealized
IPATH PURE BETA LIVESTOCK ETN 0.0%
Value ($000) $48 Shares 1,080 Est. Cost $54.07 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $48 Shares 974 Est. Cost $38.36 Unrealized +6.2%
ALPHABET INC CAP STK CL C 0.0%
Value ($000) $47 Shares 77 Est. Cost $610.39 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $46 Shares 400 Est. Cost $75.72 Unrealized +7.9%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $46 Shares 545 Est. Cost $84.75 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $46 Shares 100 Est. Cost $47.10 Unrealized +20.3%
INCY INCYTE CORP COM 0.0%
Value ($000) $44 Shares 400 Est. Cost $65.33 Unrealized +71.6%
EOG EOG RES INC COM 0.0%
Value ($000) $44 Shares 600 Est. Cost $65.88 Unrealized -13.3%
NEKTAR THERAPEUTICS COM 0.0%
Value ($000) $44 Shares 4,000 Est. Cost $11.50 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $41 Shares 409 Est. Cost $98.81 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $40 Shares 650 Est. Cost $39.61 Unrealized +25.3%
AOS SMITH A O COM 0.0%
Value ($000) $39 Shares 600 Est. Cost $17.26 Unrealized +67.3%
POWERSHARES DB AGRICULTURE FUND 0.0%
Value ($000) $39 Shares 1,885 Est. Cost $24.83 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $38 Shares 400 Est. Cost $57.46 Unrealized +27.6%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $38 Shares 261 Est. Cost $115.79 Unrealized -17.7%
CERNER CORP COM 0.0%
Value ($000) $36 Shares 600 Est. Cost $53.33 Unrealized
EFAV ISHARES MSCI EAFE MINIMUM VOLATILITY ETF 0.0%
Value ($000) $36 Shares 576 Est. Cost $62.97 Unrealized
TAUBMAN CTRS INC COM 0.0%
Value ($000) $35 Shares 500 Est. Cost $76.00 Unrealized
NORTHSTAR RLTY FIN CORP COM NEW 0.0%
Value ($000) $34 Shares 2,718 Est. Cost $12.51 Unrealized
HORNBECK OFFSHORE SVCS INC NEW COM 0.0%
Value ($000) $34 Shares 2,500 Est. Cost $53.60 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $34 Shares 491 Est. Cost $59.91 Unrealized -1.7%
MCK MCKESSON CORP COM 0.0%
Value ($000) $34 Shares 185 Est. Cost $213.12 Unrealized -8.2%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $34 Shares 145 Est. Cost $35.28 Unrealized +14.9%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $33 Shares 1,065 Est. Cost $42.30 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $33 Shares 300 Est. Cost $89.10 Unrealized +4.3%
WHOLE FOODS MKT INC COM 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $51.00 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $32 Shares 295 Est. Cost $85.25 Unrealized +17.1%
EEMV ISHARES MSCI EMERGING MARKETS MINIMUM VOLATILITY ETF 0.0%
Value ($000) $32 Shares 650 Est. Cost $58.86 Unrealized
ENBRIDGE ENERGY PARTNERS L P COM 0.0%
Value ($000) $30 Shares 1,200 Est. Cost $37.00 Unrealized
GREENHAVEN CONTINUOUS COMMODITY INDEX FUND 0.0%
Value ($000) $29 Shares 1,485 Est. Cost $27.08 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $29 Shares 200 Est. Cost $105.57 Unrealized +29.1%
POWERSHARES DB BASE METALS FUND 0.0%
Value ($000) $29 Shares 2,305 Est. Cost $15.89 Unrealized
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) $27 Shares 266 Est. Cost $65.03 Unrealized +53.4%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $26 Shares 218 Est. Cost $119.27 Unrealized
CURRENCYSHARES BRITISH POUND STERLING TRUST 0.0%
Value ($000) $26 Shares 175 Est. Cost $150.86 Unrealized
IPATH PURE BETA COFFEE ETN 0.0%
Value ($000) $25 Shares 1,820 Est. Cost $20.50 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $25 Shares 600 Est. Cost $25.77 Unrealized +10.2%
VNQ VANGUARD REIT ETF 0.0%
Value ($000) $25 Shares 325 Est. Cost $72.33 Unrealized
S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $24 Shares 902 Est. Cost $27.72 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $24 Shares 299 Est. Cost $41.29 Unrealized +20.7%
DU PONT E I DE NEMOURS & CO COM 0.0%
Value ($000) $24 Shares 500 Est. Cost $59.08 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $24 Shares 449 Est. Cost $46.87 Unrealized -5.8%
UNP UNION PAC CORP COM 0.0%
Value ($000) $23 Shares 264 Est. Cost $67.45 Unrealized +7.0%
AQUA AMERICA INC COM 0.0%
Value ($000) $23 Shares 876 Est. Cost $30.13 Unrealized
USDU WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND 0.0%
Value ($000) $23 Shares 795 Est. Cost $28.93 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $23 Shares 416 Est. Cost $59.16 Unrealized -4.6%
REVENUESHARES SMALL CAP FUND 0.0%
Value ($000) $23 Shares 446 Est. Cost $51.58 Unrealized
WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND 0.0%
Value ($000) $23 Shares 565 Est. Cost $42.94 Unrealized
NEM NEWMONT MINING CORP COM 0.0%
Value ($000) $23 Shares 1,430 Est. Cost $23.60 Unrealized -40.6%
SOUTH JERSEY INDS INC COM 0.0%
Value ($000) $22 Shares 864 Est. Cost $38.77 Unrealized
EWW ISHARES MSCI MEXICO CAPPED ETF 0.0%
Value ($000) $21 Shares 400 Est. Cost $65.00 Unrealized
GENCO SHIPPING & TRADING LTD 5% 08/15/2015 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $0.90 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $19 Shares 200 Est. Cost $83.00 Unrealized -6.6%
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $19 Shares 5,000 Est. Cost $3.50 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $18 Shares 244 Est. Cost $72.89 Unrealized +0.6%
JACOBS ENGR GROUP INC DEL COM 0.0%
Value ($000) $17 Shares 445 Est. Cost $58.43 Unrealized
DOW CHEM CO COM 0.0%
Value ($000) $17 Shares 393 Est. Cost $43.26 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $17 Shares 177 Est. Cost $66.36 Unrealized +2.2%
MARATHON OIL CORP COM 0.0%
Value ($000) $17 Shares 1,125 Est. Cost $25.78 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $16 Shares 180 Est. Cost $86.11 Unrealized +2.6%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $16 Shares 510 Est. Cost $19.74 Unrealized -3.2%
CELGENE CORP COM 0.0%
Value ($000) $15 Shares 138 Est. Cost $113.42 Unrealized
DSW INC CL A 0.0%
Value ($000) $15 Shares 600 Est. Cost $65.00 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $14 Shares 226 Est. Cost $125.46 Unrealized
AIRGAS INC COM 0.0%
Value ($000) $14 Shares 153 Est. Cost $111.11 Unrealized
HD HOME DEPOT INC COM 0.0%
Value ($000) $14 Shares 119 Est. Cost $79.38 Unrealized +13.9%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $11.84 Unrealized +103.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $13 Shares 377 Est. Cost $40.25 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $13 Shares 101 Est. Cost $89.11 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $12 Shares 126 Est. Cost $79.37 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 141 Est. Cost $94.26 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $11 Shares 200 Est. Cost $21.52 Unrealized +8.4%
AMZN AMAZON COM INC COM 0.0%
Value ($000) $11 Shares 21 Est. Cost $15.34 Unrealized +64.8%
CABLEVISION SYS CORP CL A NY CABLVS 0.0%
Value ($000) $11 Shares 326 Est. Cost $16.00 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $11 Shares 162 Est. Cost $55.61 Unrealized +29.7%
ROST ROSS STORES INC COM 0.0%
Value ($000) $11 Shares 230 Est. Cost $45.27 Unrealized +1.9%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $10 Shares 168 Est. Cost $52.72 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $10 Shares 173 Est. Cost $63.68 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $9 Shares 364 Est. Cost $20.55 Unrealized +16.5%
WFC WELLS FARGO & CO NEW COM 0.0%
Value ($000) $9 Shares 175 Est. Cost $41.38 Unrealized -0.7%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $9 Shares 140 Est. Cost $79.07 Unrealized -5.0%
E M C CORP MASS COM 0.0%
Value ($000) $9 Shares 355 Est. Cost $25.45 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $9 Shares 211 Est. Cost $28.32 Unrealized +20.2%
AMGN AMGEN INC COM 0.0%
Value ($000) $8 Shares 56 Est. Cost $110.87 Unrealized +4.8%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $8 Shares 155 Est. Cost $33.96 Unrealized +2.5%
PRETIUM RES INC COM 0.0%
Value ($000) $8 Shares 1,400 Est. Cost $8.57 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $8 Shares 120 Est. Cost $52.97 Unrealized -3.2%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $8 Shares 70 Est. Cost $101.78 Unrealized -7.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $8 Shares 56 Est. Cost $160.71 Unrealized
TRANSCANADA CORP COM 0.0%
Value ($000) $7 Shares 225 Est. Cost $40.00 Unrealized
NG NOVAGOLD RES INC COM NEW 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $3.80 Unrealized -11.1%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $7 Shares 111 Est. Cost $70.31 Unrealized -15.9%
CHUBB CORP COM 0.0%
Value ($000) $7 Shares 55 Est. Cost $90.91 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $94.82 Unrealized -7.7%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $7 Shares 32 Est. Cost $205.77 Unrealized -7.6%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $7 Shares 81 Est. Cost $98.77 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $7 Shares 231 Est. Cost $19.86 Unrealized +42.1%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $7 Shares 125 Est. Cost $38.79 Unrealized +3.1%
CSX CSX CORP COM 0.0%
Value ($000) $6 Shares 205 Est. Cost $9.83 Unrealized -14.9%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $6 Shares 70 Est. Cost $72.97 Unrealized +0.0%
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $20.17 Unrealized -6.2%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $6 Shares 35 Est. Cost $164.61 Unrealized -3.5%
OGS ONE GAS INC COM 0.0%
Value ($000) $6 Shares 127 Est. Cost $34.23 Unrealized +28.0%
MARKET VECTORS GOLD MINERS ETF 0.0%
Value ($000) $5 Shares 395 Est. Cost $12.66 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $5 Shares 16 Est. Cost $300.97 Unrealized +9.7%
CE CELANESE CORP DEL COM SER A 0.0%
Value ($000) $5 Shares 80 Est. Cost $54.29 Unrealized -4.3%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $5 Shares 80 Est. Cost $75.00 Unrealized
COACH INC COM 0.0%
Value ($000) $5 Shares 160 Est. Cost $37.50 Unrealized
MARKET VECTORS JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $5 Shares 280 Est. Cost $17.86 Unrealized
ETFS PHYSICAL PRECIOUS METAL BASKET SHARES 0.0%
Value ($000) $5 Shares 85 Est. Cost $66.76 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $4 Shares 125 Est. Cost $18.11 Unrealized +24.9%
CITRIX SYS INC COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $71.43 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $68.05 Unrealized -2.7%
ENERGY TRANSFER PARTNERS LP 0.0%
Value ($000) $4 Shares 104 Est. Cost $48.08 Unrealized
SEARS HLDGS CORP COM 0.0%
Value ($000) $4 Shares 170 Est. Cost $29.41 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $4 Shares 41 Est. Cost $54.89 Unrealized +41.7%
BROADCOM CORP CL A 0.0%
Value ($000) $4 Shares 73 Est. Cost $41.10 Unrealized
ALLERGAN PLC SHS 0.0%
Value ($000) $4 Shares 15 Est. Cost $333.33 Unrealized
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $65.45 Unrealized -21.6%
VIACOM INC NEW CL B 0.0%
Value ($000) $4 Shares 95 Est. Cost $63.16 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $4 Shares 56 Est. Cost $56.03 Unrealized +18.5%
IP INTL PAPER CO COM 0.0%
Value ($000) $4 Shares 115 Est. Cost $31.50 Unrealized -13.8%
IPATH PURE BETA COTTON ETN 0.0%
Value ($000) $3 Shares 130 Est. Cost $23.08 Unrealized
IPATH PURE BETA COPPER ETN 0.0%
Value ($000) $3 Shares 115 Est. Cost $26.09 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $41.64 Unrealized +40.8%
L-3 COMMUNICATIONS HLDGS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $133.33 Unrealized
SUN BANCORP INC COM NEW 0.0%
Value ($000) $3 Shares 179 Est. Cost $16.76 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $3 Shares 276 Est. Cost $24.93 Unrealized -56.6%
CORN TEUCRIUM CORN FUND 0.0%
Value ($000) $3 Shares 135 Est. Cost $22.22 Unrealized
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $67.30 Unrealized +36.7%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $70.12 Unrealized +83.2%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $113.45 Unrealized +11.4%
CAMERON INTERNATIONAL CORP COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $62.50 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $285.71 Unrealized
TYCO INTL PLC SHS 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.67 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $10.13 Unrealized +43.0%
NEURALSTEM INC COM 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $4.00 Unrealized
ELDORADO GOLD CORP NEW COM 0.0%
Value ($000) $2 Shares 600 Est. Cost $3.33 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $34.00 Unrealized +8.0%
SANDISK CORP COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $93.02 Unrealized
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $2 Shares 51 Est. Cost $58.82 Unrealized
ANADARKO PETE CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $93.39 Unrealized
WEATHERFORD INTL PLC ORD SHS 0.0%
Value ($000) $2 Shares 211 Est. Cost $14.22 Unrealized
VERIFONE SYS INC COM 0.0%
Value ($000) $2 Shares 75 Est. Cost $40.00 Unrealized
GOLDCORP INC NEW COM 0.0%
Value ($000) $2 Shares 160 Est. Cost $18.75 Unrealized
MWA MUELLER WTR PRODS INC COM SER A 0.0%
Value ($000) $2 Shares 280 Est. Cost $8.16 Unrealized -11.0%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $2 Shares 48 Est. Cost $28.03 Unrealized +52.6%
RED HAT INC COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
KRATON PERFORMANCE POLYMERS COM 0.0%
Value ($000) $2 Shares 115 Est. Cost $26.09 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $1 Shares 16 Est. Cost $65.73 Unrealized +21.5%
NATIONAL OILWELL VARCO INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $100.00 Unrealized
ISIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
MONSANTO CO NEW COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $133.33 Unrealized
XILINX INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $1 Shares 21 Est. Cost $58.10 Unrealized -1.9%
ADSK AUTODESK INC COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $50.72 Unrealized -1.0%
AMCX AMC NETWORKS INC CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $63.97 Unrealized +20.7%
NTAP NETAPP INC COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $30.80 Unrealized -23.2%
LINKEDIN CORP COM CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
LIBERTY INTERACTIVE CORP QVC GP COM SER A 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $1 Shares 23 Est. Cost $56.27 Unrealized -17.3%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $1 Shares 14 Est. Cost $38.09 Unrealized -13.3%
CME CME GROUP INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $44.44 Unrealized +42.0%
LIBERTY MEDIA CORP DELAWARE COM SER C 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $1 Shares 12 Est. Cost $32.14 Unrealized +54.3%
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
NUANCE COMMUNICATIONS INC COM 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
DLB DOLBY LABORATORIES INC COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $36.03 Unrealized -17.5%
CREE INC COM 0.0%
Value ($000) $1 Shares 44 Est. Cost $45.45 Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $59.64 Unrealized -28.8%
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.40 Unrealized 0.0%
THE ADT CORPORATION COM 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 +5.4%
BLACKROCK MUNIHLDGS NJ QLTY FD COM 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
STARZ COM SER A 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
DNOW NOW INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.74 Unrealized -46.8%
LIBERTY MEDIA CORP DELAWARE CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $100.00 Unrealized
LIBERTY INTERACTIVE CORP LBT VENT COM A 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
IMMUNOGEN INC COM 0.0%
Value ($000) $0 Shares 48 Est. Cost $20.83 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $0 Shares 2 Est. Cost $47.55 Unrealized +6.5%