NewSquare Capital LLC Diversified Active

CIK: 0001546989 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 23, 2018

Total Value ($000): $491,800 (100.0% shares, 0.0% debt)

Holdings (302)

PDP POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO 6.5%
Value ($000) $31,850 Shares 553,712 Est. Cost $57.52 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 5.8%
Value ($000) $28,766 Shares 596,434 Est. Cost $48.23 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 5.1%
Value ($000) $25,106 Shares 235,717 Est. Cost $90.39 Unrealized
SPY SPDR S&P 500 ETF 4.8%
Value ($000) $23,733 Shares 84,857 Est. Cost $111.15 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 4.8%
Value ($000) $23,373 Shares 162,268 Est. Cost $80.18 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 4.1%
Value ($000) $20,254 Shares 195,347 Est. Cost $93.60 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 4.1%
Value ($000) $20,113 Shares 250,100 Est. Cost $54.30 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 3.6%
Value ($000) $17,759 Shares 299,069 Est. Cost $51.65 Unrealized
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 3.5%
Value ($000) $17,393 Shares 429,150 Est. Cost $33.56 Unrealized
AGG ISHARES AGGREGATE BOND ETF 3.4%
Value ($000) $16,476 Shares 155,035 Est. Cost $88.73 Unrealized
FTXO FIRST TRUST NASDAQ BANK ETF 3.3%
Value ($000) $16,317 Shares 558,594 Est. Cost $26.34 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 2.8%
Value ($000) $13,804 Shares 290,738 Est. Cost $44.85 Unrealized
MBB ISHARES MBS BOND ETF 2.2%
Value ($000) $10,745 Shares 103,281 Est. Cost $86.79 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 2.1%
Value ($000) $10,550 Shares 196,674 Est. Cost $46.67 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 2.1%
Value ($000) $10,539 Shares 72,765 Est. Cost $114.44 Unrealized
SPDR HIGH YIELD BOND ETF 2.0%
Value ($000) $9,828 Shares 275,221 Est. Cost $36.57 Unrealized
SRLN SSGA ACTIVE ETF TR BLKSTN GSOSRLN 1.8%
Value ($000) $8,903 Shares 188,860 Est. Cost $47.14 Unrealized
PSK SPDR WELLS FARGO PREFERRED STOCK ETF 1.8%
Value ($000) $8,646 Shares 199,160 Est. Cost $43.44 Unrealized
WIP SPDR INTERNATIONAL GOVERNMENT TIPS ETF 1.7%
Value ($000) $8,549 Shares 156,715 Est. Cost $59.20 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 1.7%
Value ($000) $8,324 Shares 105,158 Est. Cost $82.02 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 1.6%
Value ($000) $8,112 Shares 40,685 Est. Cost $118.91 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 1.4%
Value ($000) $7,063 Shares 81,450 Est. Cost $74.78 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.4%
Value ($000) $7,052 Shares 162,461 Est. Cost $38.00 Unrealized
AQUA AMERICA INC COM 1.4%
Value ($000) $6,758 Shares 185,496 Est. Cost $31.95 Unrealized
PIZ POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT 1.2%
Value ($000) $5,986 Shares 211,749 Est. Cost $28.27 Unrealized
PIE POWERSHARES DWA EMERGING MARKETS 1.2%
Value ($000) $5,895 Shares 296,075 Est. Cost $19.91 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 1.1%
Value ($000) $5,229 Shares 77,989 Est. Cost $55.33 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 0.8%
Value ($000) $3,906 Shares 48,239 Est. Cost $82.67 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.8%
Value ($000) $3,729 Shares 86,907 Est. Cost $36.58 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.7%
Value ($000) $3,447 Shares 65,442 Est. Cost $45.76 Unrealized
ICF ISHARES COHEN & STEERS RLTY 0.7%
Value ($000) $3,273 Shares 33,038 Est. Cost $77.48 Unrealized
ISHARES GOLD TRUST ETF 0.6%
Value ($000) $3,144 Shares 266,179 Est. Cost $11.99 Unrealized
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 0.6%
Value ($000) $2,818 Shares 74,671 Est. Cost $38.06 Unrealized
EWT ISHARES MSCI TAIWAN ETF 0.5%
Value ($000) $2,228 Shares 59,772 Est. Cost $34.72 Unrealized
EWO ISHARES MSCI AUSTRIA ETF 0.4%
Value ($000) $2,128 Shares 92,236 Est. Cost $21.05 Unrealized
PGF POWERSHARES FINANCIAL PREFERRED ETF 0.4%
Value ($000) $2,083 Shares 113,242 Est. Cost $18.39 Unrealized
KKR KKR & CO LP 0.4%
Value ($000) $2,014 Shares 73,844 Est. Cost $20.20 Unrealized 0.0%
EPU ISHARES TR MSCI PERU CAP 0.4%
Value ($000) $1,993 Shares 50,590 Est. Cost $39.40 Unrealized
VLO VALERO ENERGY CORP 0.4%
Value ($000) $1,979 Shares 18,633 Est. Cost $39.03 Unrealized +111.5%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $1,938 Shares 38,279 Est. Cost $30.07 Unrealized +7.1%
TGT TARGET CORP COM 0.4%
Value ($000) $1,897 Shares 24,399 Est. Cost $46.09 Unrealized +29.4%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.4%
Value ($000) $1,875 Shares 12,016 Est. Cost $132.08 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 0.4%
Value ($000) $1,866 Shares 25,916 Est. Cost $77.23 Unrealized
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 0.4%
Value ($000) $1,812 Shares 16,157 Est. Cost $81.89 Unrealized
HPQ HP INC COM 0.4%
Value ($000) $1,782 Shares 77,701 Est. Cost $9.61 Unrealized +79.3%
PFE PFIZER INC COM 0.4%
Value ($000) $1,777 Shares 47,593 Est. Cost $21.54 Unrealized +12.8%
KMB KIMBERLY CLARK CORP COM 0.4%
Value ($000) $1,757 Shares 16,785 Est. Cost $80.41 Unrealized -1.2%
ECH ISHARES MSCI CHILE INDEX 0.3%
Value ($000) $1,689 Shares 36,340 Est. Cost $46.48 Unrealized
LYB LYONDELLBASELL 0.3%
Value ($000) $1,649 Shares 15,281 Est. Cost $64.25 Unrealized +6.4%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.3%
Value ($000) $1,646 Shares 22,689 Est. Cost $72.29 Unrealized
EXC EXELON CORP COM 0.3%
Value ($000) $1,642 Shares 39,053 Est. Cost $17.46 Unrealized +25.8%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $1,631 Shares 20,041 Est. Cost $55.61 Unrealized +1.0%
ROYAL DUTCH SHELL PLC-ADR 0.3%
Value ($000) $1,622 Shares 23,332 Est. Cost $66.69 Unrealized
ABBV ABBVIE INC COM 0.3%
Value ($000) $1,609 Shares 18,096 Est. Cost $41.78 Unrealized +68.7%
BLACKSTONE GROUP LP 0.3%
Value ($000) $1,597 Shares 44,413 Est. Cost $30.78 Unrealized
GM GENERAL MOTORS CORP 0.3%
Value ($000) $1,593 Shares 40,426 Est. Cost $28.59 Unrealized +22.6%
SO SOUTHERN CO COM 0.3%
Value ($000) $1,530 Shares 32,191 Est. Cost $33.18 Unrealized -1.0%
ETN EATON CORP PLC SHS 0.3%
Value ($000) $1,525 Shares 19,636 Est. Cost $66.78 Unrealized +0.4%
IBM INTL BUSINESS MACHINES 0.3%
Value ($000) $1,507 Shares 10,300 Est. Cost $95.48 Unrealized +4.7%
HEALTH CARE PPTY INVS INC 0.3%
Value ($000) $1,501 Shares 57,776 Est. Cost $30.45 Unrealized
PFG PRINCIPAL FINL GROUP INC COM 0.3%
Value ($000) $1,444 Shares 26,727 Est. Cost $32.77 Unrealized +31.6%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,433 Shares 34,112 Est. Cost $20.74 Unrealized +67.5%
T AT&T INC COM 0.3%
Value ($000) $1,430 Shares 45,996 Est. Cost $14.83 Unrealized -2.0%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,416 Shares 18,303 Est. Cost $51.51 Unrealized +2.4%
F FORD MOTOR COMPANY 0.3%
Value ($000) $1,366 Shares 129,378 Est. Cost $7.66 Unrealized +1.0%
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $1,341 Shares 19,352 Est. Cost $46.79 Unrealized +25.3%
WMT WALMART INC COM 0.3%
Value ($000) $1,340 Shares 15,215 Est. Cost $20.99 Unrealized +20.3%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.3%
Value ($000) $1,339 Shares 24,390 Est. Cost $54.90 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.3%
Value ($000) $1,332 Shares 25,928 Est. Cost $34.32 Unrealized +15.6%
TD TORONTO DOMINION BANK 0.3%
Value ($000) $1,324 Shares 22,865 Est. Cost $53.67 Unrealized +6.6%
FE FIRSTENERGY CORP 0.3%
Value ($000) $1,316 Shares 37,273 Est. Cost $22.78 Unrealized +10.3%
ETR ENTERGY CORP NEW COM 0.3%
Value ($000) $1,254 Shares 15,570 Est. Cost $25.24 Unrealized +18.3%
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.3%
Value ($000) $1,252 Shares 14,175 Est. Cost $93.06 Unrealized
GENERAL ELECTRIC CO COM 0.3%
Value ($000) $1,245 Shares 94,921 Est. Cost $15.18 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $1,231 Shares 15,268 Est. Cost $52.54 Unrealized +7.4%
GIS GENERAL MLS INC COM 0.2%
Value ($000) $1,222 Shares 28,174 Est. Cost $33.45 Unrealized -0.1%
SEAGATE TECHNOLOGY 0.2%
Value ($000) $1,184 Shares 20,956 Est. Cost $56.50 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $1,182 Shares 15,020 Est. Cost $63.10 Unrealized -2.1%
BROOKFIELD PROPERTY PARTNERS NON-TRADEABLE ASSET C 0.2%
Value ($000) $1,084 Shares 53,896 Est. Cost $21.80 Unrealized
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $953 Shares 12,215 Est. Cost $48.26 Unrealized +20.2%
LEG LEGGETT & PLATT INC COM 0.2%
Value ($000) $945 Shares 20,511 Est. Cost $40.81 Unrealized +5.2%
MUB ISHARES AMT-FREE MUNI BOND ETF 0.2%
Value ($000) $858 Shares 7,855 Est. Cost $55.94 Unrealized
PZA POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL 0.1%
Value ($000) $704 Shares 27,881 Est. Cost $25.25 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $615 Shares 12,045 Est. Cost $35.53 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $610 Shares 5,439 Est. Cost $77.60 Unrealized +7.9%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $606 Shares 16,768 Est. Cost $22.97 Unrealized +20.5%
CORPORATE CAP TR INC COM 0.1%
Value ($000) $557 Shares 33,309 Est. Cost $16.90 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $514 Shares 2,684 Est. Cost $29.31 Unrealized +45.9%
FXB INVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST 0.1%
Value ($000) $512 Shares 4,015 Est. Cost $127.52 Unrealized
IPATH SERIES B S&P GSCI CRUDE OIL TOTAL RETURN INDEX ETN 0.1%
Value ($000) $509 Shares 7,335 Est. Cost $69.39 Unrealized
RVNU DBX ETF TR DB X-TRACKERS MUN INFRASTRUCTURE REV FD 0.1%
Value ($000) $495 Shares 18,685 Est. Cost $22.00 Unrealized
LW LAMB WESTON HLDGS INC COM 0.1%
Value ($000) $477 Shares 6,770 Est. Cost $34.57 Unrealized +68.8%
FXE CURRENCY SHARES EURO TR EURO 0.1%
Value ($000) $463 Shares 4,120 Est. Cost $112.38 Unrealized
VPL VANGUARD PACIFIC STOCK 0.1%
Value ($000) $357 Shares 5,105 Est. Cost $72.62 Unrealized
EWH ISHARES INC MSCI HONG KONG INDEX FD 0.1%
Value ($000) $355 Shares 14,550 Est. Cost $24.40 Unrealized
VSS VANGUARD FTSE ALL WORLD EX-US ETF 0.1%
Value ($000) $328 Shares 2,843 Est. Cost $115.37 Unrealized
CHAMBERS ST PROPERTIES REIT 0.1%
Value ($000) $293 Shares 10,700 Est. Cost $17.10 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $264 Shares 1,256 Est. Cost $137.52 Unrealized +30.5%
MARKET VECTORS ETF TR MUN INDEX ETF 0.0%
Value ($000) $245 Shares 10,095 Est. Cost $21.06 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $240 Shares 1,569 Est. Cost $99.49 Unrealized +14.2%
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $236 Shares 2,290 Est. Cost $80.30 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $231 Shares 1,838 Est. Cost $103.27 Unrealized -2.5%
QLYS QUALYS INC COM 0.0%
Value ($000) $217 Shares 2,235 Est. Cost $80.38 Unrealized 0.0%
HRTX HERON THERAPEUTICS INC COM 0.0%
Value ($000) $211 Shares 5,420 Est. Cost $31.84 Unrealized 0.0%
BA BOEING CO COM 0.0%
Value ($000) $207 Shares 584 Est. Cost $236.52 Unrealized +39.7%
MLN MARKET VECTORS - AMT FREE MUNI 0.0%
Value ($000) $204 Shares 10,300 Est. Cost $18.57 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $200 Shares 110 Est. Cost $76.69 Unrealized +3.5%
XYZ SQUARE INC CL A 0.0%
Value ($000) $196 Shares 2,790 Est. Cost $55.00 Unrealized 0.0%
NEKTAR THERAPEUTICS 0.0%
Value ($000) $195 Shares 4,000 Est. Cost $11.50 Unrealized
MSFT MICROSOFT 0.0%
Value ($000) $195 Shares 1,838 Est. Cost $61.29 Unrealized +46.4%
RNG RINGCENTRAL INC CL A 0.0%
Value ($000) $188 Shares 2,305 Est. Cost $71.54 Unrealized 0.0%
ABIOMED INC COM 0.0%
Value ($000) $186 Shares 440 Est. Cost $422.73 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $185 Shares 860 Est. Cost $182.24 Unrealized 0.0%
STAMPS COM INC COM NEW 0.0%
Value ($000) $185 Shares 685 Est. Cost $270.07 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $184 Shares 2,374 Est. Cost $72.64 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $182 Shares 1,635 Est. Cost $69.53 Unrealized +28.0%
AGIO AGIOS PHARMACEUTICALS INC COM 0.0%
Value ($000) $182 Shares 2,000 Est. Cost $87.20 Unrealized 0.0%
MRK MERCK & CO INC 0.0%
Value ($000) $181 Shares 2,899 Est. Cost $44.94 Unrealized -0.9%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $181 Shares 675 Est. Cost $268.15 Unrealized
URBN URBAN OUTFITTERS INC 0.0%
Value ($000) $180 Shares 3,910 Est. Cost $41.81 Unrealized 0.0%
CHGG CHEGG INC COM 0.0%
Value ($000) $178 Shares 6,140 Est. Cost $25.15 Unrealized 0.0%
QUIDEL CORP COM 0.0%
Value ($000) $178 Shares 2,555 Est. Cost $69.67 Unrealized
EC ECOPETROL S A SPONSORED ADS 0.0%
Value ($000) $177 Shares 8,502 Est. Cost $20.82 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $175 Shares 1,225 Est. Cost $118.19 Unrealized -5.6%
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value ($000) $175 Shares 2,110 Est. Cost $66.11 Unrealized +0.3%
TCF FINL CORP COM 0.0%
Value ($000) $171 Shares 6,715 Est. Cost $25.47 Unrealized
COLM COLUMBIA SPORTSWEAR CO COM 0.0%
Value ($000) $165 Shares 1,760 Est. Cost $77.65 Unrealized 0.0%
SIRIUS XM RADIO INC 0.0%
Value ($000) $163 Shares 22,965 Est. Cost $5.11 Unrealized
E TRADE FINANCIAL CORP COM NEW 0.0%
Value ($000) $163 Shares 2,740 Est. Cost $59.49 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $161 Shares 2,995 Est. Cost $55.38 Unrealized 0.0%
L-3 COMMUNICATIONS HLDGS INC 0.0%
Value ($000) $149 Shares 731 Est. Cost $196.23 Unrealized
PBA PEMBINA PIPELINE CORPORATION 0.0%
Value ($000) $149 Shares 4,250 Est. Cost $16.17 Unrealized +36.1%
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $142 Shares 5,729 Est. Cost $20.16 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $138 Shares 1,510 Est. Cost $99.12 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $109 Shares 689 Est. Cost $127.20 Unrealized +6.6%
MARKET VECTORS ETF HIGH YIELD MUNI INDEX 0.0%
Value ($000) $104 Shares 3,305 Est. Cost $26.10 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $103 Shares 330 Est. Cost $205.77 Unrealized +23.6%
GOOGL GOOGLE INC 0.0%
Value ($000) $99 Shares 83 Est. Cost $38.37 Unrealized +40.7%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $93 Shares 1,067 Est. Cost $68.88 Unrealized +15.4%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $91 Shares 77 Est. Cost $38.65 Unrealized +38.8%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $86 Shares 1,035 Est. Cost $70.72 Unrealized +2.8%
BLACKROCK INC 0.0%
Value ($000) $84 Shares 168 Est. Cost $503.38 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $82 Shares 1,172 Est. Cost $67.15 Unrealized
KRG KITE REALTY GROUP TRUST 0.0%
Value ($000) $81 Shares 4,847 Est. Cost $24.14 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value ($000) $79 Shares 836 Est. Cost $74.70 Unrealized
IGF ISHARES TRUST S&P GLOBAL INFRASTRUCTUR 0.0%
Value ($000) $78 Shares 1,794 Est. Cost $45.15 Unrealized
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $75 Shares 1,091 Est. Cost $60.79 Unrealized +12.2%
EOG EOG RESOURCES INC 0.0%
Value ($000) $73 Shares 600 Est. Cost $65.88 Unrealized +32.4%
ABT ABBOTT LABS COM 0.0%
Value ($000) $72 Shares 1,130 Est. Cost $47.35 Unrealized +12.3%
AOS AO SMITH CORP. 0.0%
Value ($000) $72 Shares 1,200 Est. Cost $29.30 Unrealized +87.3%
GLW CORNING INC COM 0.0%
Value ($000) $72 Shares 2,465 Est. Cost $25.23 Unrealized -11.3%
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $72 Shares 283 Est. Cost $100.37 Unrealized +111.3%
ITT ITT INDUSTRIES INC 0.0%
Value ($000) $72 Shares 1,331 Est. Cost $50.19 Unrealized +3.9%
HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD 0.0%
Value ($000) $71 Shares 707 Est. Cost $103.56 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND FUND 0.0%
Value ($000) $71 Shares 2,305 Est. Cost $22.39 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $70 Shares 1,013 Est. Cost $46.39 Unrealized +14.3%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $70 Shares 662 Est. Cost $76.54 Unrealized
FS INVT CORP COM 0.0%
Value ($000) $69 Shares 8,797 Est. Cost $9.09 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $67 Shares 1,180 Est. Cost $44.53 Unrealized -2.7%
HD HOME DEPOT 0.0%
Value ($000) $67 Shares 332 Est. Cost $146.24 Unrealized +6.0%
XYL XYLEM INC COM 0.0%
Value ($000) $58 Shares 832 Est. Cost $60.28 Unrealized +9.9%
PRAXAIR INC 0.0%
Value ($000) $58 Shares 351 Est. Cost $151.06 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $58 Shares 519 Est. Cost $90.95 Unrealized +6.8%
MPC MARATHON PETE CORP 0.0%
Value ($000) $57 Shares 792 Est. Cost $41.97 Unrealized +43.0%
DOWDUPONT INC COM 0.0%
Value ($000) $57 Shares 868 Est. Cost $69.52 Unrealized
ICE INTERCONTINENTALEXCHINTL 0.0%
Value ($000) $55 Shares 725 Est. Cost $46.48 Unrealized +42.0%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $54 Shares 1,750 Est. Cost $26.29 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $51 Shares 266 Est. Cost $136.75 Unrealized +2.6%
BAC BANK AMER CORP COM 0.0%
Value ($000) $51 Shares 1,702 Est. Cost $16.41 Unrealized +51.5%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $49 Shares 397 Est. Cost $82.42 Unrealized +8.2%
TOL TOLL BROS INC 0.0%
Value ($000) $48 Shares 1,275 Est. Cost $37.32 Unrealized +9.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $47 Shares 343 Est. Cost $93.66 Unrealized +15.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $47 Shares 240 Est. Cost $127.71 Unrealized +52.6%
FDX FEDEX CORP 0.0%
Value ($000) $47 Shares 200 Est. Cost $114.66 Unrealized +88.8%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $46 Shares 753 Est. Cost $53.27 Unrealized -22.9%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $45 Shares 174 Est. Cost $247.13 Unrealized
SJM J M SMUCKER CO NEW 0.0%
Value ($000) $44 Shares 400 Est. Cost $77.10 Unrealized +13.9%
EFAV ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD 0.0%
Value ($000) $42 Shares 576 Est. Cost $62.97 Unrealized
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.0%
Value ($000) $42 Shares 615 Est. Cost $60.16 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $42 Shares 295 Est. Cost $88.16 Unrealized +50.8%
BDN BRANDYWINE RLTY TR SBI NEW 0.0%
Value ($000) $41 Shares 2,507 Est. Cost $17.55 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $38 Shares 1,100 Est. Cost $24.86 Unrealized +8.0%
ANADARKO PETE CORP 0.0%
Value ($000) $38 Shares 542 Est. Cost $51.93 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $37 Shares 264 Est. Cost $68.78 Unrealized +71.2%
CERNER CORP 0.0%
Value ($000) $36 Shares 600 Est. Cost $53.33 Unrealized
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $36 Shares 500 Est. Cost $76.23 Unrealized -9.0%
V VISA INC 0.0%
Value ($000) $34 Shares 240 Est. Cost $95.71 Unrealized +27.5%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $34 Shares 478 Est. Cost $56.07 Unrealized -8.2%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $34 Shares 666 Est. Cost $39.05 Unrealized -4.6%
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value ($000) $31 Shares 951 Est. Cost $30.37 Unrealized
BUD ANHEUSER BUSCH 0.0%
Value ($000) $31 Shares 295 Est. Cost $117.83 Unrealized
CGW S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $31 Shares 902 Est. Cost $34.37 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $30 Shares 218 Est. Cost $126.69 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $30 Shares 225 Est. Cost $105.20 Unrealized -6.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $29 Shares 126 Est. Cost $181.07 Unrealized +10.8%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $29 Shares 703 Est. Cost $35.56 Unrealized
SOUTH JERSEY INDS INC COM 0.0%
Value ($000) $29 Shares 864 Est. Cost $38.77 Unrealized
SPARK THERAPEUTICS INC COM 0.0%
Value ($000) $28 Shares 347 Est. Cost $89.34 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $28 Shares 200 Est. Cost $74.79 Unrealized +79.8%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $27 Shares 793 Est. Cost $34.05 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $27 Shares 938 Est. Cost $3.25 Unrealized
RETAIL PROPERTIES OF AMERICA 0.0%
Value ($000) $27 Shares 2,112 Est. Cost $11.84 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $26 Shares 770 Est. Cost $30.16 Unrealized 0.0%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $25 Shares 182 Est. Cost $76.50 Unrealized +65.4%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $25 Shares 251 Est. Cost $72.09 Unrealized +1.4%
KO COCA COLA CO COM 0.0%
Value ($000) $24 Shares 529 Est. Cost $34.67 Unrealized -1.9%
FXU FIRST TRUST UTILITIES ALPHADEX FUND 0.0%
Value ($000) $22 Shares 844 Est. Cost $26.05 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $22 Shares 652 Est. Cost $31.98 Unrealized +8.3%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $21 Shares 330 Est. Cost $58.61 Unrealized -4.0%
ANTARES PHARMA INC COM 0.0%
Value ($000) $20 Shares 7,258 Est. Cost $2.01 Unrealized
EWW ISHARES INC MSCI MEXICO 0.0%
Value ($000) $20 Shares 400 Est. Cost $65.00 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $20 Shares 148 Est. Cost $72.89 Unrealized +80.2%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $20 Shares 476 Est. Cost $33.52 Unrealized -0.5%
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $18 Shares 946 Est. Cost $20.34 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $17 Shares 149 Est. Cost $87.12 Unrealized -6.2%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $17 Shares 416 Est. Cost $59.16 Unrealized -28.7%
PENN VA CORP NEW COM 0.0%
Value ($000) $17 Shares 205 Est. Cost $34.15 Unrealized
IXC ISHARES S&P GLOBAL ENERGY 0.0%
Value ($000) $17 Shares 471 Est. Cost $36.09 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $16 Shares 248 Est. Cost $51.87 Unrealized +6.2%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $16 Shares 44 Est. Cost $290.70 Unrealized -3.3%
BWZ SPDR SER TR LEHMAN SHORT TERM INTL TREAS BD ETF 0.0%
Value ($000) $16 Shares 515 Est. Cost $31.07 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $15 Shares 276 Est. Cost $54.35 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $15 Shares 176 Est. Cost $74.84 Unrealized -24.4%
IVV ISHARES S&P 500 INDEX 0.0%
Value ($000) $15 Shares 54 Est. Cost $205.15 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $15 Shares 294 Est. Cost $30.13 Unrealized +49.5%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $14 Shares 174 Est. Cost $80.46 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $14 Shares 40 Est. Cost $188.87 Unrealized +42.7%
ACN ACCENTURE LTD BERMUDA CL A 0.0%
Value ($000) $14 Shares 83 Est. Cost $98.18 Unrealized +41.9%
MA MASTERCARD INC 0.0%
Value ($000) $14 Shares 68 Est. Cost $87.23 Unrealized +106.7%
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $12 Shares 261 Est. Cost $51.25 Unrealized
ROBO EXCH TRADE CONCEPTS ETF & AUTOMATION IDX 0.0%
Value ($000) $12 Shares 300 Est. Cost $33.33 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $12 Shares 173 Est. Cost $73.77 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $12 Shares 133 Est. Cost $57.32 Unrealized +26.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $12 Shares 170 Est. Cost $19.74 Unrealized +101.5%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $11 Shares 220 Est. Cost $50.00 Unrealized
FXD FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY 0.0%
Value ($000) $11 Shares 253 Est. Cost $39.87 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $11 Shares 34 Est. Cost $17.32 Unrealized +17.4%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $10 Shares 67 Est. Cost $18.90 Unrealized +146.9%
LOW LOWES COS INC COM 0.0%
Value ($000) $10 Shares 96 Est. Cost $67.74 Unrealized +16.2%
EXPRESS SCRIPTS INC 0.0%
Value ($000) $10 Shares 130 Est. Cost $72.13 Unrealized
COLONY CAP INC NEW CL A COM 0.0%
Value ($000) $9 Shares 1,494 Est. Cost $6.02 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $8 Shares 116 Est. Cost $37.75 Unrealized +29.1%
SUB ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD 0.0%
Value ($000) $8 Shares 80 Est. Cost $100.00 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $8 Shares 42 Est. Cost $96.50 Unrealized +34.9%
RAYTHEON CO COM NEW 0.0%
Value ($000) $7 Shares 36 Est. Cost $124.53 Unrealized
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.0%
Value ($000) $7 Shares 437 Est. Cost $14.42 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $7 Shares 52 Est. Cost $85.39 Unrealized +43.4%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $7 Shares 150 Est. Cost $31.67 Unrealized +30.0%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $7 Shares 52 Est. Cost $72.97 Unrealized +56.0%
CE CELANESE CORP DEL COM SER A 0.0%
Value ($000) $7 Shares 60 Est. Cost $54.72 Unrealized +74.2%
AFL AFLAC INC COM 0.0%
Value ($000) $6 Shares 146 Est. Cost $31.73 Unrealized +18.4%
MARATHON OIL CORP COM 0.0%
Value ($000) $6 Shares 310 Est. Cost $16.13 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $6 Shares 59 Est. Cost $66.53 Unrealized +4.8%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.0%
Value ($000) $6 Shares 152 Est. Cost $46.05 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $6 Shares 91 Est. Cost $63.31 Unrealized -18.4%
USCI UNITED STS COMMODITYINDEX FD COMMODITY INDEX FD 0.0%
Value ($000) $6 Shares 145 Est. Cost $43.20 Unrealized
NORTHSTAR REALTY EUROPE CORP COM 0.0%
Value ($000) $6 Shares 453 Est. Cost $11.04 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $6 Shares 90 Est. Cost $55.99 Unrealized -2.5%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $6 Shares 106 Est. Cost $42.92 Unrealized +15.1%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $5 Shares 41 Est. Cost $110.50 Unrealized +0.3%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $5 Shares 47 Est. Cost $80.65 Unrealized +10.9%
MS MORGAN STANLEY 0.0%
Value ($000) $5 Shares 109 Est. Cost $39.73 Unrealized +4.3%
CSX CSX CORP 0.0%
Value ($000) $5 Shares 77 Est. Cost $9.83 Unrealized +89.2%
CMI CUMMINS INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $108.29 Unrealized +13.2%
EWY ISHARES MSCI SOUTH KOREA INDEX FD ETF 0.0%
Value ($000) $5 Shares 70 Est. Cost $67.03 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $5 Shares 38 Est. Cost $137.38 Unrealized +0.3%
DLTR DOLLAR TREE STORES INC 0.0%
Value ($000) $5 Shares 53 Est. Cost $82.81 Unrealized +11.4%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $5 Shares 164 Est. Cost $20.79 Unrealized +1.5%
ET ENERGY TRANSFER EQUITY L P COM UT LTD PTN 0.0%
Value ($000) $4 Shares 231 Est. Cost $17.32 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKTS 0.0%
Value ($000) $4 Shares 73 Est. Cost $55.55 Unrealized
SPECTRA ENERGY PARTNERS LP COM 0.0%
Value ($000) $4 Shares 107 Est. Cost $43.86 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $4 Shares 36 Est. Cost $53.34 Unrealized +51.6%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $4 Shares 137 Est. Cost $29.20 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $4 Shares 79 Est. Cost $50.63 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $4 Shares 78 Est. Cost $53.12 Unrealized -10.1%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $3 Shares 22 Est. Cost $90.91 Unrealized
INDY ISHARES TR S&P INDIANIFTY 50 INDEX FD 0.0%
Value ($000) $3 Shares 70 Est. Cost $32.42 Unrealized
DBE POWERSHARES DB ENERGY 0.0%
Value ($000) $3 Shares 185 Est. Cost $16.22 Unrealized
BNO US BRENT OIL FUND LP US BRENT OIL FUND LP ETF 0.0%
Value ($000) $3 Shares 165 Est. Cost $18.18 Unrealized
DBB INVESCO DB BASE METALS FUND 0.0%
Value ($000) $3 Shares 190 Est. Cost $15.79 Unrealized
UGA UNITED STS GASOLINE FD LP COM 0.0%
Value ($000) $3 Shares 85 Est. Cost $35.29 Unrealized
OGS ONE GAS INC 0.0%
Value ($000) $3 Shares 43 Est. Cost $34.23 Unrealized +107.8%
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 0.0%
Value ($000) $3 Shares 156 Est. Cost $19.23 Unrealized
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $57.69 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $32.55 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $47.61 Unrealized +72.0%
HARRIS CORP DEL COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $100.00 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $6.01 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $27.68 Unrealized +88.8%
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $1 Shares 83 Est. Cost $12.20 Unrealized +26.4%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $138.32 Unrealized +43.5%
NSC NORFOLK SOUTHERN CRP 0.0%
Value ($000) $1 Shares 8 Est. Cost $69.72 Unrealized +79.7%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $113.06 Unrealized +52.2%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $83.28 Unrealized +47.3%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $24.23 Unrealized +37.9%
AOK ISHARES TR S&P CONSERVATIVE ALLOCATION FD 0.0%
Value ($000) $1 Shares 15 Est. Cost $30.92 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $104.09 Unrealized +11.9%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
DIREXION DAILY S&P OIL SERVICES BEAR 3X SHARES 0.0%
Value ($000) $0 Shares 333 Est. Cost Unrealized