NewSquare Capital LLC Diversified Active

CIK: 0001546989 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 3, 2017

Total Value ($000): $411,996 (100.0% shares, 0.0% debt)

Holdings (316)

AGG ISHARES CORE U.S. AGGREGATE BOND ETF 10.0%
Value ($000) $41,377 Shares 383,804 Est. Cost $110.36 Unrealized
POWERSHARES DWA MOMENTUM PORTFOLIO 5.8%
Value ($000) $23,707 Shares 539,100 Est. Cost $42.04 Unrealized
POWERSHARES S&P 500 LOW VOLATILITY PORTFOLIO 5.6%
Value ($000) $23,225 Shares 551,807 Est. Cost $40.63 Unrealized
SPY SPDR S&P 500 ETF 5.1%
Value ($000) $20,970 Shares 86,723 Est. Cost $215.69 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 4.6%
Value ($000) $18,985 Shares 385,794 Est. Cost $49.27 Unrealized
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 4.1%
Value ($000) $16,843 Shares 456,377 Est. Cost $36.78 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 3.7%
Value ($000) $15,204 Shares 179,695 Est. Cost $76.61 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 3.6%
Value ($000) $14,900 Shares 257,853 Est. Cost $52.66 Unrealized
FXU FIRST TRUST UTILITIES ALPHADEX FUND 3.3%
Value ($000) $13,481 Shares 515,213 Est. Cost $26.05 Unrealized
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 3.3%
Value ($000) $13,406 Shares 398,887 Est. Cost $32.88 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 3.1%
Value ($000) $12,806 Shares 116,650 Est. Cost $109.01 Unrealized
FTXO FIRST TRUST NASDAQ BANK ETF 3.1%
Value ($000) $12,683 Shares 499,921 Est. Cost $25.97 Unrealized
IJH ISHARES S&P MIDCAP FUND 2.2%
Value ($000) $9,200 Shares 52,889 Est. Cost $154.78 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 2.2%
Value ($000) $8,863 Shares 182,263 Est. Cost $46.36 Unrealized
PSK SPDR WELLS FARGO PREFERRED STOCK ETF 2.1%
Value ($000) $8,447 Shares 191,362 Est. Cost $45.10 Unrealized
SPIB SPDR BLOOMBERG BARCLAYS INTERMEDIATE TERM CORPORATE BOND ETF 2.0%
Value ($000) $8,186 Shares 241,417 Est. Cost $33.91 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 1.9%
Value ($000) $7,994 Shares 64,232 Est. Cost $108.72 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 1.8%
Value ($000) $7,479 Shares 71,021 Est. Cost $105.60 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 1.7%
Value ($000) $6,865 Shares 83,892 Est. Cost $82.96 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.6%
Value ($000) $6,401 Shares 154,910 Est. Cost $37.77 Unrealized
MBB ISHARES MBS ETF 1.5%
Value ($000) $6,213 Shares 58,195 Est. Cost $107.98 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 1.5%
Value ($000) $6,059 Shares 86,416 Est. Cost $88.92 Unrealized
AQUA AMERICA INC COM 1.4%
Value ($000) $5,833 Shares 175,172 Est. Cost $31.81 Unrealized
POWERSHARES DWA DEVELOPED MARKETS MOMENTUM PORTFOLIO 1.3%
Value ($000) $5,191 Shares 207,198 Est. Cost $23.15 Unrealized
POWERSHARES DWA EMERGING MARKETS MOMENTUM PORTFOLIO 1.2%
Value ($000) $5,020 Shares 295,789 Est. Cost $16.40 Unrealized
PFF ISHARES U.S. PREFERRED STOCK ETF 1.0%
Value ($000) $4,285 Shares 109,395 Est. Cost $39.14 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 1.0%
Value ($000) $4,128 Shares 71,452 Est. Cost $53.65 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.8%
Value ($000) $3,467 Shares 41,009 Est. Cost $83.08 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.8%
Value ($000) $3,367 Shares 33,292 Est. Cost $101.36 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.8%
Value ($000) $3,130 Shares 76,659 Est. Cost $38.62 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.7%
Value ($000) $3,065 Shares 61,269 Est. Cost $44.86 Unrealized
ISHARES COMEX GOLD TRUST 0.6%
Value ($000) $2,419 Shares 202,580 Est. Cost $12.07 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.5%
Value ($000) $2,037 Shares 18,594 Est. Cost $109.06 Unrealized
ENZL ISHARES MSCI NEW ZEALAND CAPPED ETF 0.5%
Value ($000) $2,004 Shares 45,360 Est. Cost $43.56 Unrealized
EWT ISHARES MSCI TAIWAN CAPPED ETF 0.5%
Value ($000) $1,929 Shares 56,031 Est. Cost $34.43 Unrealized
EWO ISHARES MSCI AUSTRIA CAPPED ETF 0.4%
Value ($000) $1,783 Shares 85,953 Est. Cost $20.74 Unrealized
INDY ISHARES S&P INDIA NIFTY 50 INDEX FUND 0.4%
Value ($000) $1,623 Shares 50,252 Est. Cost $32.30 Unrealized
POWERSHARES FINANCIAL PREFERRED PORTFOLIO 0.4%
Value ($000) $1,505 Shares 78,784 Est. Cost $18.82 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.4%
Value ($000) $1,493 Shares 11,036 Est. Cost $129.78 Unrealized
BBY BEST BUY INC COM 0.4%
Value ($000) $1,470 Shares 25,634 Est. Cost $26.13 Unrealized +50.0%
MSFT MICROSOFT CORP COM 0.4%
Value ($000) $1,446 Shares 20,977 Est. Cost $35.91 Unrealized +73.5%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $1,411 Shares 17,811 Est. Cost $71.69 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $1,360 Shares 15,177 Est. Cost $78.70 Unrealized
PFG PRINCIPAL FINL GROUP INC COM 0.3%
Value ($000) $1,355 Shares 21,151 Est. Cost $29.32 Unrealized +55.8%
PFE PFIZER INC COM 0.3%
Value ($000) $1,332 Shares 39,667 Est. Cost $19.00 Unrealized +13.7%
HPQ HP INC COM 0.3%
Value ($000) $1,268 Shares 72,527 Est. Cost $8.46 Unrealized +63.3%
KKR & CO L P DEL COM UNITS 0.3%
Value ($000) $1,237 Shares 66,488 Est. Cost $18.66 Unrealized
KMB KIMBERLY CLARK CORP COM 0.3%
Value ($000) $1,226 Shares 9,494 Est. Cost $77.84 Unrealized +23.6%
VLO VALERO ENERGY CORP NEW COM 0.3%
Value ($000) $1,217 Shares 18,037 Est. Cost $38.43 Unrealized +19.8%
ABBV ABBVIE INC COM 0.3%
Value ($000) $1,207 Shares 16,643 Est. Cost $38.45 Unrealized +22.1%
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value ($000) $1,198 Shares 10,883 Est. Cost $112.15 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $1,188 Shares 26,598 Est. Cost $28.53 Unrealized +3.5%
BLACKSTONE GROUP L P COM UNIT LTD 0.3%
Value ($000) $1,181 Shares 35,427 Est. Cost $30.06 Unrealized
POWERSHARES EMERGING MARKETS SOVEREIGN DEBT PORTFOLIO 0.3%
Value ($000) $1,179 Shares 40,294 Est. Cost $30.63 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $1,166 Shares 14,438 Est. Cost $55.37 Unrealized +0.2%
POWERSHARES SENIOR LOAN PORTFOLIO 0.3%
Value ($000) $1,152 Shares 49,797 Est. Cost $23.36 Unrealized
LLY LILLY ELI & CO COM 0.3%
Value ($000) $1,101 Shares 13,376 Est. Cost $53.52 Unrealized +33.2%
GM GENERAL MTRS CO COM 0.3%
Value ($000) $1,085 Shares 31,050 Est. Cost $26.74 Unrealized +8.6%
T AT&T INC COM 0.3%
Value ($000) $1,085 Shares 28,762 Est. Cost $12.95 Unrealized +23.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value ($000) $1,082 Shares 7,033 Est. Cost $92.54 Unrealized +12.1%
EXC EXELON CORP COM 0.3%
Value ($000) $1,075 Shares 29,796 Est. Cost $16.23 Unrealized +16.2%
F FORD MTR CO DEL COM PAR $0.01 0.3%
Value ($000) $1,034 Shares 92,371 Est. Cost $7.64 Unrealized -7.2%
HCP INC COM 0.2%
Value ($000) $998 Shares 31,229 Est. Cost $34.98 Unrealized
SO SOUTHERN CO COM 0.2%
Value ($000) $998 Shares 20,838 Est. Cost $33.06 Unrealized +6.1%
POWERSHARES NATIONAL AMT-FREE MUNICIPAL BOND PORTFOLIO 0.2%
Value ($000) $991 Shares 38,959 Est. Cost $25.26 Unrealized
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $952 Shares 13,446 Est. Cost $50.30 Unrealized -3.9%
WMT WAL-MART STORES INC COM 0.2%
Value ($000) $913 Shares 12,060 Est. Cost $19.74 Unrealized +11.5%
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN 0.2%
Value ($000) $903 Shares 38,132 Est. Cost $22.35 Unrealized
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $884 Shares 14,820 Est. Cost $43.82 Unrealized +9.6%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $880 Shares 17,145 Est. Cost $52.07 Unrealized
TU TELUS CORP COM 0.2%
Value ($000) $879 Shares 25,466 Est. Cost $15.99 Unrealized +4.9%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $876 Shares 10,054 Est. Cost $61.48 Unrealized +14.1%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $874 Shares 27,914 Est. Cost $18.34 Unrealized +36.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $856 Shares 10,240 Est. Cost $49.94 Unrealized +18.3%
ETR ENTERGY CORP NEW COM 0.2%
Value ($000) $853 Shares 11,108 Est. Cost $23.46 Unrealized +19.1%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.2%
Value ($000) $840 Shares 19,529 Est. Cost $32.22 Unrealized +2.1%
FE FIRSTENERGY CORP COM 0.2%
Value ($000) $773 Shares 26,516 Est. Cost $22.30 Unrealized -6.6%
CAG CONAGRA BRANDS INC COM 0.2%
Value ($000) $726 Shares 20,311 Est. Cost $22.97 Unrealized +22.4%
RVNU DEUTSCHE X-TRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETF 0.2%
Value ($000) $722 Shares 27,178 Est. Cost $25.77 Unrealized
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $702 Shares 8,690 Est. Cost $43.69 Unrealized +35.8%
M MACYS INC COM 0.2%
Value ($000) $685 Shares 29,482 Est. Cost $30.29 Unrealized -15.4%
LEG LEGGETT & PLATT INC COM 0.2%
Value ($000) $685 Shares 13,049 Est. Cost $38.44 Unrealized +35.8%
AAPL APPLE INC COM 0.2%
Value ($000) $626 Shares 4,346 Est. Cost $22.06 Unrealized +55.5%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $588 Shares 5,317 Est. Cost $76.89 Unrealized +0.5%
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $514 Shares 19,046 Est. Cost $25.30 Unrealized
CURRENCYSHARES BRITISH POUND STERLING TRUST 0.1%
Value ($000) $460 Shares 3,630 Est. Cost $126.72 Unrealized
JJCTF IPATH BLOOMBERG COPPER SUBINDEX TOTAL RETURN ETN 0.1%
Value ($000) $457 Shares 14,865 Est. Cost $28.73 Unrealized
IPATH BLOOMBERG INDUSTRIAL METALS SUBINDEX TOTAL RETURN ETN 0.1%
Value ($000) $451 Shares 18,160 Est. Cost $23.68 Unrealized
CURRENCYSHARES AUSTRALIAN DOLLAR TRUST 0.1%
Value ($000) $438 Shares 5,696 Est. Cost $76.90 Unrealized
VANECK VECTORS PRE-REFUNDED MUNICIPAL INDEX ETF 0.1%
Value ($000) $354 Shares 14,457 Est. Cost $24.57 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.1%
Value ($000) $340 Shares 11,231 Est. Cost $27.63 Unrealized
DBEF DEUTSCHE X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.1%
Value ($000) $310 Shares 10,321 Est. Cost $30.04 Unrealized
VANECK VECTORS RUSSIA ETF 0.1%
Value ($000) $301 Shares 15,685 Est. Cost $18.78 Unrealized
GRAMERCY PPTY TR COM NEW 0.1%
Value ($000) $301 Shares 10,142 Est. Cost $9.17 Unrealized
MLN VANECK VECTORS AMT-FREE LONG MUNICIPAL INDEX ETF 0.1%
Value ($000) $300 Shares 15,122 Est. Cost $21.09 Unrealized
LW LAMB WESTON HLDGS INC COM 0.1%
Value ($000) $298 Shares 6,770 Est. Cost $34.57 Unrealized +11.8%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $294 Shares 1,921 Est. Cost $79.78 Unrealized +47.8%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $208 Shares 1,571 Est. Cost $67.74 Unrealized +48.2%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $179 Shares 1,525 Est. Cost $48.82 Unrealized +52.1%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $168 Shares 2,250 Est. Cost $18.81 Unrealized +108.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $168 Shares 990 Est. Cost $127.71 Unrealized +30.2%
ACNB ACNB CORP COM 0.0%
Value ($000) $153 Shares 5,030 Est. Cost $13.83 Unrealized +63.2%
VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETF 0.0%
Value ($000) $150 Shares 4,859 Est. Cost $32.32 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $141 Shares 4,250 Est. Cost $16.17 Unrealized +26.7%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $139 Shares 1,372 Est. Cost $103.56 Unrealized
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $123 Shares 1,000 Est. Cost $72.91 Unrealized +19.2%
META FACEBOOK INC CL A 0.0%
Value ($000) $119 Shares 788 Est. Cost $85.39 Unrealized +72.9%
MRK MERCK & CO INC COM 0.0%
Value ($000) $115 Shares 1,787 Est. Cost $34.04 Unrealized +36.7%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $101 Shares 2,550 Est. Cost $37.32 Unrealized 0.0%
KRG KITE RLTY GROUP TR COM NEW 0.0%
Value ($000) $92 Shares 4,847 Est. Cost $24.14 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $90 Shares 4,671 Est. Cost $20.26 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $86 Shares 461 Est. Cost $100.37 Unrealized +52.1%
DU PONT E I DE NEMOURS & CO COM 0.0%
Value ($000) $85 Shares 1,053 Est. Cost $63.70 Unrealized
FS INVT CORP COM 0.0%
Value ($000) $80 Shares 8,797 Est. Cost $9.09 Unrealized
NEKTAR THERAPEUTICS COM 0.0%
Value ($000) $78 Shares 4,000 Est. Cost $11.50 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $76 Shares 2,800 Est. Cost $59.46 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $74 Shares 836 Est. Cost $74.70 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $72 Shares 1,296 Est. Cost $34.38 Unrealized +16.0%
KANDI TECHNOLOGIES GROUP INC COM 0.0%
Value ($000) $71 Shares 16,000 Est. Cost $5.63 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $69 Shares 74 Est. Cost $36.80 Unrealized +26.1%
AOS SMITH A O COM 0.0%
Value ($000) $68 Shares 1,200 Est. Cost $29.30 Unrealized +58.8%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $67 Shares 1,730 Est. Cost $24.86 Unrealized +28.3%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $67 Shares 2,305 Est. Cost $22.39 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $67 Shares 74 Est. Cost $35.61 Unrealized +27.6%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $61 Shares 662 Est. Cost $76.54 Unrealized
EATON VANCE TXMGD GL BUYWR OPP COM 0.0%
Value ($000) $59 Shares 5,175 Est. Cost $10.82 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $54 Shares 600 Est. Cost $65.88 Unrealized +4.2%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $53 Shares 400 Est. Cost $64.08 Unrealized +54.1%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $50 Shares 425 Est. Cost $77.10 Unrealized +24.8%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $48 Shares 529 Est. Cost $47.00 Unrealized +45.8%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $48 Shares 673 Est. Cost $73.77 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $48 Shares 725 Est. Cost $46.48 Unrealized +18.2%
FDX FEDEX CORP COM 0.0%
Value ($000) $43 Shares 200 Est. Cost $114.66 Unrealized +49.1%
KO COCA COLA CO COM 0.0%
Value ($000) $43 Shares 960 Est. Cost $29.66 Unrealized +13.5%
WHOLE FOODS MKT INC COM 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $51.00 Unrealized
GUGGENHEIM BULLETSHARES 2022 CORPORATE BOND ETF 0.0%
Value ($000) $41 Shares 1,910 Est. Cost $20.74 Unrealized
CERNER CORP COM 0.0%
Value ($000) $40 Shares 600 Est. Cost $53.33 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.0%
Value ($000) $40 Shares 576 Est. Cost $62.97 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $39 Shares 295 Est. Cost $88.16 Unrealized +33.5%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $38 Shares 400 Est. Cost $74.79 Unrealized +10.1%
SAN BANCO SANTANDER SA ADR 0.0%
Value ($000) $35 Shares 5,174 Est. Cost $5.70 Unrealized
GUGGENHEIM BULLETSHARES 2021 CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 1,560 Est. Cost $20.79 Unrealized
DOW CHEM CO COM 0.0%
Value ($000) $32 Shares 509 Est. Cost $47.73 Unrealized
ISHARES IBONDS MAR 2023 TERM CORPORATE EX-FINANCIALS ETF 0.0%
Value ($000) $32 Shares 1,300 Est. Cost $68.87 Unrealized
NEM NEWMONT MINING CORP COM 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $23.60 Unrealized +12.6%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $31 Shares 218 Est. Cost $119.27 Unrealized
TAUBMAN CTRS INC COM 0.0%
Value ($000) $30 Shares 500 Est. Cost $76.00 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $30 Shares 244 Est. Cost $72.89 Unrealized +41.0%
SOUTH JERSEY INDS INC COM 0.0%
Value ($000) $30 Shares 864 Est. Cost $38.77 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $29 Shares 264 Est. Cost $68.78 Unrealized +31.0%
GUGGENHEIM S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $29 Shares 902 Est. Cost $27.72 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $27 Shares 5,000 Est. Cost $3.50 Unrealized
JANUS VELOCITY TAIL RISK HEDGED LARGE CAP ETF 0.0%
Value ($000) $27 Shares 930 Est. Cost $27.42 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $27 Shares 510 Est. Cost $19.74 Unrealized +53.6%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $26 Shares 310 Est. Cost $74.63 Unrealized
SPHY SPDR BOFA MERRILL LYNCH CROSSOVER CORPORATE BOND ETF 0.0%
Value ($000) $25 Shares 955 Est. Cost $26.02 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $25 Shares 234 Est. Cost $83.78 Unrealized +22.3%
BAC BANK AMER CORP COM 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $10.48 Unrealized +82.3%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $24 Shares 200 Est. Cost $18.90 Unrealized +93.1%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $23 Shares 340 Est. Cost $33.90 Unrealized +37.1%
ISHARES IBONDS SEP 2020 TERM MUNI BOND ETF 0.0%
Value ($000) $23 Shares 890 Est. Cost $25.37 Unrealized
SPTL SPDR BLOOMBERG BARCLAYS LONG TERM TREASURY ETF 0.0%
Value ($000) $22 Shares 310 Est. Cost $79.00 Unrealized
POWERSHARES TAXABLE MUNICIPAL BOND PORTFOLIO 0.0%
Value ($000) $22 Shares 745 Est. Cost $28.20 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $22 Shares 416 Est. Cost $59.16 Unrealized -5.9%
EWW ISHARES MSCI MEXICO CAPPED ETF 0.0%
Value ($000) $22 Shares 400 Est. Cost $65.00 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $22 Shares 180 Est. Cost $87.23 Unrealized +29.6%
COLONY NORTHSTAR INC CL A COM 0.0%
Value ($000) $21 Shares 1,494 Est. Cost $12.72 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $21 Shares 370 Est. Cost $57.32 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $20 Shares 182 Est. Cost $76.50 Unrealized +9.9%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $20 Shares 249 Est. Cost $83.77 Unrealized
ENBRIDGE ENERGY PARTNERS L P COM 0.0%
Value ($000) $19 Shares 1,200 Est. Cost $36.20 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $19 Shares 552 Est. Cost $28.31 Unrealized +4.5%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $17 Shares 355 Est. Cost $42.28 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $17 Shares 150 Est. Cost $111.13 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $17 Shares 70 Est. Cost $194.62 Unrealized
ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF 0.0%
Value ($000) $16 Shares 620 Est. Cost $25.64 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $15 Shares 185 Est. Cost $68.14 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $15 Shares 71 Est. Cost $96.50 Unrealized +29.2%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $15 Shares 101 Est. Cost $89.11 Unrealized
GUGGENHEIM BULLETSHARES 2020 CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 650 Est. Cost $20.88 Unrealized
HD HOME DEPOT INC COM 0.0%
Value ($000) $13 Shares 85 Est. Cost $96.57 Unrealized +28.9%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $13 Shares 255 Est. Cost $53.09 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $13 Shares 230 Est. Cost $45.27 Unrealized +26.5%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $12 Shares 160 Est. Cost $55.99 Unrealized +8.3%
TSLA TESLA INC COM 0.0%
Value ($000) $12 Shares 34 Est. Cost $17.32 Unrealized +27.1%
CATCHMARK TIMBER TR INC CL A 0.0%
Value ($000) $12 Shares 1,047 Est. Cost $11.46 Unrealized
ANTARES PHARMA INC COM 0.0%
Value ($000) $12 Shares 3,750 Est. Cost $0.80 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $11 Shares 180 Est. Cost $37.75 Unrealized +24.2%
CSX CSX CORP COM 0.0%
Value ($000) $11 Shares 205 Est. Cost $9.83 Unrealized +55.0%
ALLERGAN PLC SHS 0.0%
Value ($000) $11 Shares 45 Est. Cost $244.44 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $31.67 Unrealized +26.6%
PSEC PROSPECT CAPITAL CORPORATION COM 0.0%
Value ($000) $10 Shares 1,204 Est. Cost $2.66 Unrealized +13.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $10 Shares 83 Est. Cost $98.18 Unrealized +9.1%
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $10 Shares 132 Est. Cost $66.77 Unrealized +25.5%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $10 Shares 140 Est. Cost $82.81 Unrealized -6.8%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $10 Shares 175 Est. Cost $40.61 Unrealized +3.9%
ROBO ROBO-STOX GLOBAL ROBOTICS AND AUTOMATION INDEX FUND 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.33 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $10 Shares 173 Est. Cost $40.61 Unrealized +3.4%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $10 Shares 873 Est. Cost $12.20 Unrealized -9.7%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $10 Shares 133 Est. Cost $57.32 Unrealized +14.4%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $10 Shares 133 Est. Cost $75.76 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $10 Shares 154 Est. Cost $32.11 Unrealized -3.7%
CB CHUBB LIMITED COM 0.0%
Value ($000) $9 Shares 64 Est. Cost $104.09 Unrealized +16.1%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $9 Shares 70 Est. Cost $72.97 Unrealized +41.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $9 Shares 34 Est. Cost $282.75 Unrealized -6.5%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $9 Shares 70 Est. Cost $85.39 Unrealized +25.6%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $9 Shares 211 Est. Cost $31.58 Unrealized +16.1%
OGS ONE GAS INC COM 0.0%
Value ($000) $9 Shares 127 Est. Cost $34.23 Unrealized +103.8%
DBEU DEUTSCHE X-TRACKERS MSCI EUROPE HEDGED EQUITY ETF 0.0%
Value ($000) $9 Shares 325 Est. Cost $26.02 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $9 Shares 85 Est. Cost $103.67 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.0%
Value ($000) $8 Shares 185 Est. Cost $42.63 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $8 Shares 35 Est. Cost $161.17 Unrealized +14.5%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $8 Shares 438 Est. Cost $22.61 Unrealized -44.9%
CE CELANESE CORP DEL COM SER A 0.0%
Value ($000) $8 Shares 80 Est. Cost $54.72 Unrealized +38.1%
ISHARES IBONDS MAR 2020 CORPORATE EX-FINANCIALS TERM ETF 0.0%
Value ($000) $8 Shares 305 Est. Cost $43.93 Unrealized
ANADARKO PETE CORP COM 0.0%
Value ($000) $7 Shares 160 Est. Cost $62.50 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $7 Shares 87 Est. Cost $27.89 Unrealized +10.2%
ISHARES IBONDS SEP 2019 TERM MUNI BOND ETF 0.0%
Value ($000) $7 Shares 270 Est. Cost $25.40 Unrealized
IP INTL PAPER CO COM 0.0%
Value ($000) $7 Shares 115 Est. Cost $31.50 Unrealized +10.3%
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $7 Shares 215 Est. Cost $20.17 Unrealized -7.5%
EEMV ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 0.0%
Value ($000) $6 Shares 110 Est. Cost $58.86 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $6 Shares 161 Est. Cost $22.52 Unrealized +16.6%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $6 Shares 99 Est. Cost $52.01 Unrealized -6.0%
ISHARES MSCI RUSSIA CAPPED INDEX ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $32.12 Unrealized
USCI UNITED STATES COMMODITY INDEX FUND 0.0%
Value ($000) $6 Shares 145 Est. Cost $43.20 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $6 Shares 70 Est. Cost $51.98 Unrealized +16.9%
WISDOMTREE CONTINUOUS COMMODITY INDEX FUND 0.0%
Value ($000) $6 Shares 320 Est. Cost $18.08 Unrealized
NORTHSTAR REALTY EUROPE CORP COM 0.0%
Value ($000) $6 Shares 453 Est. Cost $11.04 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $6 Shares 135 Est. Cost $32.90 Unrealized +1.0%
RAYTHEON CO COM NEW 0.0%
Value ($000) $6 Shares 36 Est. Cost $124.53 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $6 Shares 50 Est. Cost $117.64 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $6 Shares 66 Est. Cost $58.75 Unrealized +15.1%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $6 Shares 32 Est. Cost $189.93 Unrealized -12.5%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $6 Shares 78 Est. Cost $70.22 Unrealized -14.1%
L3 TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 28 Est. Cost $142.86 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $5 Shares 27 Est. Cost $113.06 Unrealized +43.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $5 Shares 95 Est. Cost $35.54 Unrealized +38.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $5 Shares 24 Est. Cost $138.32 Unrealized +16.1%
SPECTRA ENERGY PARTNERS LP COM 0.0%
Value ($000) $5 Shares 114 Est. Cost $43.86 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $83.28 Unrealized +36.1%
MCK MCKESSON CORP COM 0.0%
Value ($000) $5 Shares 28 Est. Cost $136.84 Unrealized +3.5%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $5 Shares 55 Est. Cost $54.84 Unrealized +28.2%
TGT TARGET CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $53.36 Unrealized -20.2%
EXPRESS SCRIPTS HLDG CO COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $72.46 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $5 Shares 57 Est. Cost $69.62 Unrealized +13.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $5 Shares 65 Est. Cost $65.21 Unrealized +6.9%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $5 Shares 42 Est. Cost $62.61 Unrealized +13.5%
BA BOEING CO COM 0.0%
Value ($000) $5 Shares 24 Est. Cost $114.14 Unrealized +53.2%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $5 Shares 110 Est. Cost $39.22 Unrealized -9.5%
SUN BANCORP INC COM NEW 0.0%
Value ($000) $4 Shares 179 Est. Cost $16.76 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $4 Shares 75 Est. Cost $40.91 Unrealized +8.3%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $69.72 Unrealized +41.7%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $4 Shares 52 Est. Cost $47.61 Unrealized +41.8%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $4 Shares 31 Est. Cost $106.87 Unrealized
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $55.57 Unrealized -12.7%
DBJP DEUTSCHE X-TRACKERS MSCI JAPAN HEDGED EQUITY ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.81 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $88.35 Unrealized +40.1%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $4 Shares 50 Est. Cost $49.39 Unrealized +0.8%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $4 Shares 31 Est. Cost $24.23 Unrealized +13.7%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $53.34 Unrealized +13.1%
ABT ABBOTT LABS COM 0.0%
Value ($000) $4 Shares 73 Est. Cost $36.14 Unrealized +7.6%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $61.46 Unrealized -5.0%
TWENTY FIRST CENTY FOX INC CL A 0.0%
Value ($000) $4 Shares 154 Est. Cost $26.47 Unrealized
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $67.30 Unrealized +64.2%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $127.68 Unrealized -2.3%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $71.77 Unrealized +17.3%
MARATHON OIL CORP COM 0.0%
Value ($000) $4 Shares 310 Est. Cost $16.13 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $70.39 Unrealized +49.7%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $4 Shares 47 Est. Cost $64.43 Unrealized +5.0%
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 0.0%
Value ($000) $3 Shares 156 Est. Cost $19.23 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $73.54 Unrealized +19.9%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $3 Shares 61 Est. Cost $40.25 Unrealized +12.9%
POWERSHARES DB BASE METALS FUND 0.0%
Value ($000) $3 Shares 190 Est. Cost $14.92 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $3 Shares 65 Est. Cost $27.68 Unrealized +54.0%
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 0.0%
Value ($000) $3 Shares 54 Est. Cost $55.56 Unrealized
VIACOM INC NEW CL B 0.0%
Value ($000) $3 Shares 95 Est. Cost $63.16 Unrealized
AMZN AMAZON COM INC COM 0.0%
Value ($000) $3 Shares 3 Est. Cost $28.15 Unrealized +69.5%
HARRIS CORP DEL COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $3 Shares 116 Est. Cost $34.48 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $3 Shares 55 Est. Cost $40.60 Unrealized +11.0%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $3 Shares 55 Est. Cost $50.64 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $68.09 Unrealized +7.5%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $55.30 Unrealized +1.8%
BAKER HUGHES INC COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $62.50 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $97.96 Unrealized +17.3%
AMGN AMGEN INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $116.70 Unrealized +7.4%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $3 Shares 35 Est. Cost $80.51 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $3 Shares 95 Est. Cost $21.24 Unrealized +43.4%
ARW ARROW ELECTRS INC COM 0.0%
Value ($000) $3 Shares 44 Est. Cost $66.14 Unrealized +13.0%
KR KROGER CO COM 0.0%
Value ($000) $3 Shares 126 Est. Cost $26.97 Unrealized -12.4%
VFC V F CORP COM 0.0%
Value ($000) $3 Shares 57 Est. Cost $58.44 Unrealized -11.7%
PRAXAIR INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $109.38 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $50.93 Unrealized -3.5%
SOYB TEUCRIUM SOYBEAN FUND 0.0%
Value ($000) $3 Shares 145 Est. Cost $18.56 Unrealized
IPATH PURE BETA COPPER ETN 0.0%
Value ($000) $3 Shares 105 Est. Cost $28.57 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $139.95 Unrealized +7.0%
CHD CHURCH & DWIGHT INC COM 0.0%
Value ($000) $3 Shares 65 Est. Cost $43.70 Unrealized +4.8%
BLACKROCK INC COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $333.62 Unrealized
GIGAMON INC COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $50.00 Unrealized
IPATH PURE BETA COTTON ETN 0.0%
Value ($000) $2 Shares 85 Est. Cost $23.54 Unrealized
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $57.69 Unrealized
PII POLARIS INDS INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $88.64 Unrealized -3.2%
NORDSTROM INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $26.25 Unrealized
POWERSHARES DB ENERGY FUND 0.0%
Value ($000) $2 Shares 210 Est. Cost $13.81 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $46.29 Unrealized -4.4%
EATON VANCE CORP COM NON VTG 0.0%
Value ($000) $2 Shares 37 Est. Cost $27.76 Unrealized
POWERSHARES DB PRECIOUS METALS FUND 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
KSS KOHLS CORP COM 0.0%
Value ($000) $2 Shares 56 Est. Cost $49.49 Unrealized -22.5%
IPATH PURE BETA LIVESTOCK ETN 0.0%
Value ($000) $2 Shares 55 Est. Cost $36.36 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.32 Unrealized -4.1%
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $2 Shares 55 Est. Cost $36.43 Unrealized
SCANA CORP NEW COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $100.00 Unrealized
NEURALSTEM INC COM NEW 0.0%
Value ($000) $1 Shares 154 Est. Cost $0.50 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 20 Est. Cost $71.05 Unrealized
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.0%
Value ($000) $1 Shares 15 Est. Cost $30.92 Unrealized
VERSUM MATLS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized