NewSquare Capital LLC Diversified Active

CIK: 0001546989 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 19, 2018

Total Value ($000): $526,838 (100.0% shares, 0.0% debt)

Holdings (321)

PDP POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO 6.8%
Value ($000) $35,925 Shares 602,866 Est. Cost $57.69 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 6.2%
Value ($000) $32,664 Shares 659,612 Est. Cost $48.35 Unrealized
SPY SPDR S&P 500 ETF 4.8%
Value ($000) $25,175 Shares 86,597 Est. Cost $114.76 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 4.7%
Value ($000) $24,773 Shares 466,532 Est. Cost $71.94 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 4.6%
Value ($000) $24,451 Shares 172,748 Est. Cost $83.90 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 4.1%
Value ($000) $21,566 Shares 271,750 Est. Cost $56.30 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 4.0%
Value ($000) $20,851 Shares 328,159 Est. Cost $52.70 Unrealized
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 3.8%
Value ($000) $20,032 Shares 472,790 Est. Cost $34.37 Unrealized
SPDR HIGH YIELD BOND ETF 3.7%
Value ($000) $19,447 Shares 539,436 Est. Cost $36.32 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 3.7%
Value ($000) $19,376 Shares 373,834 Est. Cost $73.66 Unrealized
AGG ISHARES AGGREGATE BOND ETF 3.4%
Value ($000) $17,658 Shares 167,347 Est. Cost $89.96 Unrealized
FBT FIRST TR EXCHANGE TRADED FD AMEX BIOTECHNOLOGY INDEX 3.2%
Value ($000) $17,092 Shares 107,845 Est. Cost $158.49 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 2.5%
Value ($000) $13,333 Shares 282,177 Est. Cost $44.85 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 2.2%
Value ($000) $11,368 Shares 56,475 Est. Cost $141.94 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 2.1%
Value ($000) $11,324 Shares 209,939 Est. Cost $47.13 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 2.1%
Value ($000) $10,909 Shares 72,894 Est. Cost $114.44 Unrealized
MBB ISHARES MBS BOND ETF 2.0%
Value ($000) $10,305 Shares 99,731 Est. Cost $86.79 Unrealized
SRLN SSGA ACTIVE ETF TR BLKSTN GSOSRLN 1.9%
Value ($000) $9,770 Shares 206,345 Est. Cost $47.16 Unrealized
PSK SPDR WELLS FARGO PREFERRED STOCK ETF 1.8%
Value ($000) $9,349 Shares 219,315 Est. Cost $43.37 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 1.7%
Value ($000) $8,721 Shares 110,807 Est. Cost $81.85 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.4%
Value ($000) $7,386 Shares 170,686 Est. Cost $38.26 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 1.4%
Value ($000) $7,230 Shares 82,880 Est. Cost $75.00 Unrealized
AQUA AMERICA INC COM 1.3%
Value ($000) $6,845 Shares 185,496 Est. Cost $31.95 Unrealized
PIZ POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT 1.2%
Value ($000) $6,078 Shares 221,434 Est. Cost $28.23 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 1.1%
Value ($000) $5,624 Shares 80,854 Est. Cost $55.83 Unrealized
PIE POWERSHARES DWA EMERGING MARKETS 1.1%
Value ($000) $5,573 Shares 313,555 Est. Cost $19.79 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 0.8%
Value ($000) $4,108 Shares 51,049 Est. Cost $82.55 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $3,755 Shares 91,591 Est. Cost $36.80 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.7%
Value ($000) $3,653 Shares 70,181 Est. Cost $46.18 Unrealized
ICF ISHARES COHEN & STEERS RLTY 0.7%
Value ($000) $3,461 Shares 34,578 Est. Cost $78.49 Unrealized
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 0.6%
Value ($000) $3,071 Shares 82,698 Est. Cost $37.97 Unrealized
ISHARES GOLD TRUST ETF 0.5%
Value ($000) $2,751 Shares 240,719 Est. Cost $11.99 Unrealized
EWT ISHARES MSCI TAIWAN ETF 0.4%
Value ($000) $2,366 Shares 62,752 Est. Cost $34.86 Unrealized
PGF POWERSHARES FINANCIAL PREFERRED ETF 0.4%
Value ($000) $2,342 Shares 128,737 Est. Cost $18.37 Unrealized
EWO ISHARES MSCI AUSTRIA ETF 0.4%
Value ($000) $2,231 Shares 97,516 Est. Cost $21.15 Unrealized
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $2,215 Shares 41,482 Est. Cost $30.50 Unrealized +16.9%
PFE PFIZER INC COM 0.4%
Value ($000) $2,210 Shares 50,146 Est. Cost $21.85 Unrealized +26.6%
TGT TARGET CORP COM 0.4%
Value ($000) $2,208 Shares 25,031 Est. Cost $46.64 Unrealized +45.7%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $2,166 Shares 19,044 Est. Cost $40.01 Unrealized +110.5%
KKR KKR & CO LP 0.4%
Value ($000) $2,124 Shares 77,876 Est. Cost $20.42 Unrealized +19.8%
HPQ HP INC COM 0.4%
Value ($000) $2,107 Shares 81,748 Est. Cost $10.07 Unrealized +86.7%
KMB KIMBERLY CLARK CORP COM 0.4%
Value ($000) $2,059 Shares 18,121 Est. Cost $80.86 Unrealized +7.0%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.4%
Value ($000) $2,005 Shares 12,396 Est. Cost $132.99 Unrealized
IYY ISHARES TR DOW JONES U S TOTAL MKT INDEX 0.4%
Value ($000) $1,971 Shares 13,545 Est. Cost $145.51 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 0.4%
Value ($000) $1,961 Shares 27,771 Est. Cost $76.79 Unrealized
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 0.4%
Value ($000) $1,955 Shares 16,682 Est. Cost $83.00 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $1,875 Shares 22,052 Est. Cost $55.84 Unrealized +4.2%
ABBV ABBVIE INC COM 0.3%
Value ($000) $1,837 Shares 19,425 Est. Cost $43.66 Unrealized +58.4%
ETN EATON CORP PLC SHS 0.3%
Value ($000) $1,835 Shares 21,156 Est. Cost $67.09 Unrealized +6.0%
EXC EXELON CORP COM 0.3%
Value ($000) $1,832 Shares 41,969 Est. Cost $17.91 Unrealized +32.9%
BLACKSTONE GROUP LP 0.3%
Value ($000) $1,823 Shares 47,875 Est. Cost $31.31 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.3%
Value ($000) $1,786 Shares 23,704 Est. Cost $72.42 Unrealized
ROYAL DUTCH SHELL PLC-ADR 0.3%
Value ($000) $1,770 Shares 25,982 Est. Cost $66.84 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $1,751 Shares 35,985 Est. Cost $21.53 Unrealized +67.4%
CMI CUMMINS INC COM 0.3%
Value ($000) $1,747 Shares 11,958 Est. Cost $116.17 Unrealized +0.0%
IBM INTL BUSINESS MACHINES 0.3%
Value ($000) $1,730 Shares 11,443 Est. Cost $96.06 Unrealized +5.4%
T AT&T INC COM 0.3%
Value ($000) $1,729 Shares 51,501 Est. Cost $14.79 Unrealized -2.1%
PFG PRINCIPAL FINL GROUP INC COM 0.3%
Value ($000) $1,722 Shares 29,388 Est. Cost $33.58 Unrealized +24.3%
LYB LYONDELLBASELL 0.3%
Value ($000) $1,683 Shares 16,421 Est. Cost $64.56 Unrealized +6.4%
HEALTH CARE PPTY INVS INC 0.3%
Value ($000) $1,659 Shares 63,034 Est. Cost $30.11 Unrealized
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $1,570 Shares 20,503 Est. Cost $47.64 Unrealized +30.0%
SO SOUTHERN CO COM 0.3%
Value ($000) $1,568 Shares 35,960 Est. Cost $33.29 Unrealized +3.0%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,543 Shares 19,978 Est. Cost $51.96 Unrealized +9.4%
GM GENERAL MOTORS CORP 0.3%
Value ($000) $1,533 Shares 45,525 Est. Cost $29.09 Unrealized +13.7%
INDY ISHARES TR S&P INDIANIFTY 50 INDEX FD 0.3%
Value ($000) $1,532 Shares 44,800 Est. Cost $34.19 Unrealized
WMT WALMART INC COM 0.3%
Value ($000) $1,524 Shares 16,226 Est. Cost $21.39 Unrealized +27.8%
TD TORONTO DOMINION BANK 0.3%
Value ($000) $1,497 Shares 24,629 Est. Cost $54.10 Unrealized +10.1%
FE FIRSTENERGY CORP 0.3%
Value ($000) $1,496 Shares 40,241 Est. Cost $23.09 Unrealized +17.3%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.3%
Value ($000) $1,493 Shares 28,275 Est. Cost $34.85 Unrealized +16.8%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.3%
Value ($000) $1,405 Shares 25,760 Est. Cost $54.88 Unrealized
ETR ENTERGY CORP NEW COM 0.3%
Value ($000) $1,374 Shares 16,941 Est. Cost $25.76 Unrealized +22.5%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $1,363 Shares 16,381 Est. Cost $63.49 Unrealized +6.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $1,345 Shares 16,804 Est. Cost $53.23 Unrealized +12.8%
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.3%
Value ($000) $1,326 Shares 15,075 Est. Cost $92.75 Unrealized
GIS GENERAL MLS INC COM 0.3%
Value ($000) $1,326 Shares 30,896 Est. Cost $33.58 Unrealized +4.1%
BROOKFIELD PROPERTY PARTNERS NON-TRADEABLE ASSET C 0.2%
Value ($000) $1,249 Shares 59,782 Est. Cost $21.71 Unrealized
GENERAL ELECTRIC CO COM 0.2%
Value ($000) $1,247 Shares 110,489 Est. Cost $14.63 Unrealized
SEAGATE TECHNOLOGY 0.2%
Value ($000) $1,116 Shares 23,572 Est. Cost $55.48 Unrealized
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $1,029 Shares 13,503 Est. Cost $49.42 Unrealized +22.2%
LEG LEGGETT & PLATT INC COM 0.2%
Value ($000) $995 Shares 22,722 Est. Cost $41.21 Unrealized +9.1%
MUB ISHARES AMT-FREE MUNI BOND ETF 0.2%
Value ($000) $861 Shares 7,975 Est. Cost $56.72 Unrealized
PZA POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL 0.1%
Value ($000) $702 Shares 28,311 Est. Cost $25.24 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $635 Shares 5,439 Est. Cost $77.60 Unrealized +14.0%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $619 Shares 12,260 Est. Cost $35.79 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $609 Shares 2,698 Est. Cost $29.31 Unrealized +68.1%
IPATH SERIES B S&P GSCI CRUDE OIL TOTAL RETURN INDEX ETN 0.1%
Value ($000) $572 Shares 7,555 Est. Cost $69.58 Unrealized
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $570 Shares 16,768 Est. Cost $22.97 Unrealized +19.0%
USDU WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND 0.1%
Value ($000) $506 Shares 18,910 Est. Cost $26.76 Unrealized
RVNU DBX ETF TR DB X-TRACKERS MUN INFRASTRUCTURE REV FD 0.1%
Value ($000) $497 Shares 18,995 Est. Cost $22.07 Unrealized
WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND 0.1%
Value ($000) $484 Shares 11,880 Est. Cost $40.74 Unrealized
FXE CURRENCY SHARES EURO TR EURO 0.1%
Value ($000) $477 Shares 4,295 Est. Cost $112.32 Unrealized
LW LAMB WESTON HLDGS INC COM 0.1%
Value ($000) $451 Shares 6,770 Est. Cost $34.57 Unrealized +77.7%
VPL VANGUARD PACIFIC STOCK 0.1%
Value ($000) $391 Shares 5,500 Est. Cost $72.51 Unrealized
EWH ISHARES INC MSCI HONG KONG INDEX FD 0.1%
Value ($000) $376 Shares 15,710 Est. Cost $24.36 Unrealized
VSS VANGUARD FTSE ALL WORLD EX-US ETF 0.1%
Value ($000) $347 Shares 3,093 Est. Cost $115.11 Unrealized
FIVE FIVE BELOW INC COM 0.1%
Value ($000) $326 Shares 2,505 Est. Cost $82.96 Unrealized +34.1%
CORPORATE CAP TR INC COM 0.1%
Value ($000) $321 Shares 21,032 Est. Cost $16.90 Unrealized
XYZ SQUARE INC CL A 0.1%
Value ($000) $296 Shares 2,985 Est. Cost $56.45 Unrealized +36.6%
CHAMBERS ST PROPERTIES REIT 0.1%
Value ($000) $294 Shares 10,700 Est. Cost $17.10 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $274 Shares 1,321 Est. Cost $153.22 Unrealized +2.7%
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $264 Shares 2,650 Est. Cost $99.62 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $262 Shares 1,576 Est. Cost $99.49 Unrealized +22.2%
AMZN AMAZON.COM INC 0.0%
Value ($000) $260 Shares 130 Est. Cost $79.36 Unrealized +18.5%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $256 Shares 1,853 Est. Cost $103.27 Unrealized +4.6%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $250 Shares 2,699 Est. Cost $73.79 Unrealized +11.4%
MARKET VECTORS ETF TR MUN INDEX ETF 0.0%
Value ($000) $248 Shares 10,280 Est. Cost $21.12 Unrealized
RNG RINGCENTRAL INC CL A 0.0%
Value ($000) $246 Shares 2,640 Est. Cost $73.41 Unrealized +17.5%
NEKTAR THERAPEUTICS 0.0%
Value ($000) $244 Shares 4,000 Est. Cost $11.50 Unrealized
ABIOMED INC COM 0.0%
Value ($000) $243 Shares 540 Est. Cost $427.78 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $238 Shares 665 Est. Cost $304.33 Unrealized +2.4%
QLYS QUALYS INC COM 0.0%
Value ($000) $236 Shares 2,645 Est. Cost $81.86 Unrealized +9.8%
LGND LIGAND PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $236 Shares 860 Est. Cost $150.76 Unrealized 0.0%
INTU INTUIT INC 0.0%
Value ($000) $232 Shares 1,020 Est. Cost $185.74 Unrealized +10.1%
BA BOEING CO COM 0.0%
Value ($000) $217 Shares 584 Est. Cost $236.52 Unrealized +43.4%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $215 Shares 810 Est. Cost $267.70 Unrealized
MSFT MICROSOFT 0.0%
Value ($000) $212 Shares 1,855 Est. Cost $61.29 Unrealized +64.5%
META FACEBOOK INC CL A 0.0%
Value ($000) $207 Shares 1,256 Est. Cost $137.52 Unrealized +30.7%
MRK MERCK & CO INC 0.0%
Value ($000) $206 Shares 2,899 Est. Cost $44.94 Unrealized +12.7%
CHGG CHEGG INC COM 0.0%
Value ($000) $205 Shares 7,225 Est. Cost $25.85 Unrealized +15.3%
MLN MARKET VECTORS - AMT FREE MUNI 0.0%
Value ($000) $203 Shares 10,485 Est. Cost $18.58 Unrealized
COLM COLUMBIA SPORTSWEAR CO COM 0.0%
Value ($000) $201 Shares 2,160 Est. Cost $78.62 Unrealized +5.4%
QUIDEL CORP COM 0.0%
Value ($000) $200 Shares 3,070 Est. Cost $68.91 Unrealized
TCF FINL CORP COM 0.0%
Value ($000) $193 Shares 8,105 Est. Cost $25.18 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $187 Shares 1,653 Est. Cost $69.78 Unrealized +32.7%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $167 Shares 1,225 Est. Cost $118.19 Unrealized -7.4%
L-3 COMMUNICATIONS HLDGS INC 0.0%
Value ($000) $155 Shares 731 Est. Cost $196.23 Unrealized
FTXO FIRST TRUST NASDAQ BANK ETF 0.0%
Value ($000) $148 Shares 5,305 Est. Cost $26.34 Unrealized
SIRIUS XM RADIO INC 0.0%
Value ($000) $145 Shares 22,965 Est. Cost $5.11 Unrealized
PBA PEMBINA PIPELINE CORPORATION 0.0%
Value ($000) $144 Shares 4,250 Est. Cost $16.17 Unrealized +43.2%
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $136 Shares 5,729 Est. Cost $20.16 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $121 Shares 330 Est. Cost $205.77 Unrealized +55.7%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $115 Shares 689 Est. Cost $127.20 Unrealized +6.0%
MARKET VECTORS ETF HIGH YIELD MUNI INDEX 0.0%
Value ($000) $104 Shares 3,355 Est. Cost $26.17 Unrealized
GOOGL GOOGLE INC 0.0%
Value ($000) $100 Shares 83 Est. Cost $38.37 Unrealized +56.6%
INFIQ INFINITY PHARMACEUTICALS INC COM 0.0%
Value ($000) $95 Shares 35,000 Est. Cost $2.07 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $94 Shares 1,035 Est. Cost $70.72 Unrealized +10.7%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $94 Shares 1,067 Est. Cost $68.88 Unrealized +27.5%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $92 Shares 77 Est. Cost $38.65 Unrealized +53.8%
GLW CORNING INC COM 0.0%
Value ($000) $87 Shares 2,465 Est. Cost $25.23 Unrealized +5.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $83 Shares 1,130 Est. Cost $47.35 Unrealized +22.1%
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value ($000) $82 Shares 836 Est. Cost $74.70 Unrealized
BLACKROCK INC 0.0%
Value ($000) $82 Shares 173 Est. Cost $502.53 Unrealized
ITT ITT INDUSTRIES INC 0.0%
Value ($000) $82 Shares 1,331 Est. Cost $50.19 Unrealized +15.0%
KRG KITE REALTY GROUP TRUST 0.0%
Value ($000) $81 Shares 4,847 Est. Cost $24.14 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $81 Shares 1,172 Est. Cost $67.15 Unrealized
AGIO AGIOS PHARMACEUTICALS INC COM 0.0%
Value ($000) $77 Shares 1,000 Est. Cost $87.20 Unrealized -7.8%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $77 Shares 697 Est. Cost $78.25 Unrealized
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $77 Shares 288 Est. Cost $102.63 Unrealized +124.7%
EOG EOG RESOURCES INC 0.0%
Value ($000) $77 Shares 600 Est. Cost $65.88 Unrealized +38.7%
IGF ISHARES TRUST S&P GLOBAL INFRASTRUCTUR 0.0%
Value ($000) $76 Shares 1,794 Est. Cost $45.15 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $76 Shares 1,061 Est. Cost $46.77 Unrealized +17.1%
FVD FIRST TRUST VALUE LINE DIVIDEND FUND 0.0%
Value ($000) $73 Shares 2,305 Est. Cost $22.39 Unrealized
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $73 Shares 1,091 Est. Cost $60.79 Unrealized +11.5%
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
HD HOME DEPOT 0.0%
Value ($000) $69 Shares 332 Est. Cost $146.24 Unrealized +14.8%
XYL XYLEM INC COM 0.0%
Value ($000) $66 Shares 832 Est. Cost $60.28 Unrealized +13.3%
AOS AO SMITH CORP. 0.0%
Value ($000) $64 Shares 1,200 Est. Cost $29.30 Unrealized +75.1%
MPC MARATHON PETE CORP 0.0%
Value ($000) $63 Shares 792 Est. Cost $41.97 Unrealized +49.0%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $63 Shares 537 Est. Cost $91.47 Unrealized +16.5%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $62 Shares 1,180 Est. Cost $44.53 Unrealized +4.4%
FS INVT CORP COM 0.0%
Value ($000) $62 Shares 8,797 Est. Cost $9.09 Unrealized
DOWDUPONT INC COM 0.0%
Value ($000) $57 Shares 893 Est. Cost $69.36 Unrealized
PRAXAIR INC 0.0%
Value ($000) $56 Shares 351 Est. Cost $151.06 Unrealized
ANTARES PHARMA INC COM 0.0%
Value ($000) $54 Shares 16,151 Est. Cost $2.74 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $54 Shares 1,750 Est. Cost $26.29 Unrealized
ICE INTERCONTINENTALEXCHINTL 0.0%
Value ($000) $54 Shares 725 Est. Cost $46.48 Unrealized +47.1%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $52 Shares 343 Est. Cost $93.66 Unrealized +29.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $51 Shares 240 Est. Cost $127.71 Unrealized +60.7%
FDX FEDEX CORP 0.0%
Value ($000) $49 Shares 205 Est. Cost $117.03 Unrealized +81.3%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $49 Shares 397 Est. Cost $82.42 Unrealized +6.7%
ECL ECOLAB INC COM 0.0%
Value ($000) $46 Shares 295 Est. Cost $88.16 Unrealized +55.4%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $46 Shares 174 Est. Cost $247.13 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $43 Shares 264 Est. Cost $68.78 Unrealized +85.8%
EFAV ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD 0.0%
Value ($000) $42 Shares 576 Est. Cost $62.97 Unrealized
TOL TOLL BROS INC 0.0%
Value ($000) $42 Shares 1,275 Est. Cost $37.32 Unrealized -3.0%
SJM J M SMUCKER CO NEW 0.0%
Value ($000) $41 Shares 400 Est. Cost $77.10 Unrealized +11.6%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $41 Shares 753 Est. Cost $53.27 Unrealized -21.5%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $40 Shares 1,140 Est. Cost $25.02 Unrealized +17.3%
CERNER CORP 0.0%
Value ($000) $39 Shares 600 Est. Cost $53.33 Unrealized
BDN BRANDYWINE RLTY TR SBI NEW 0.0%
Value ($000) $39 Shares 2,507 Est. Cost $17.55 Unrealized
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $38 Shares 500 Est. Cost $76.23 Unrealized -6.4%
ANADARKO PETE CORP 0.0%
Value ($000) $37 Shares 542 Est. Cost $51.93 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $37 Shares 701 Est. Cost $39.05 Unrealized +0.2%
V VISA INC 0.0%
Value ($000) $36 Shares 240 Est. Cost $95.71 Unrealized +41.1%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $34 Shares 225 Est. Cost $105.20 Unrealized +9.0%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $34 Shares 478 Est. Cost $56.07 Unrealized -2.1%
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) $31 Shares 218 Est. Cost $126.69 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value ($000) $30 Shares 951 Est. Cost $30.37 Unrealized
SOUTH JERSEY INDS INC COM 0.0%
Value ($000) $30 Shares 864 Est. Cost $38.77 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $30 Shares 770 Est. Cost $30.16 Unrealized +15.8%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $29 Shares 200 Est. Cost $74.79 Unrealized +69.1%
BAC BANK AMER CORP COM 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $16.41 Unrealized +55.2%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $28 Shares 703 Est. Cost $35.56 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $28 Shares 182 Est. Cost $76.50 Unrealized +57.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $28 Shares 126 Est. Cost $181.07 Unrealized +8.5%
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $27 Shares 938 Est. Cost $3.25 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $27 Shares 793 Est. Cost $34.05 Unrealized
BUD ANHEUSER BUSCH 0.0%
Value ($000) $27 Shares 309 Est. Cost $116.45 Unrealized
RETAIL PROPERTIES OF AMERICA 0.0%
Value ($000) $26 Shares 2,112 Est. Cost $11.84 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $25 Shares 549 Est. Cost $34.73 Unrealized +4.5%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $25 Shares 251 Est. Cost $72.09 Unrealized +9.8%
FXU FIRST TRUST UTILITIES ALPHADEX FUND 0.0%
Value ($000) $23 Shares 844 Est. Cost $26.05 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $22 Shares 652 Est. Cost $31.98 Unrealized -3.6%
DE DEERE & CO COM 0.0%
Value ($000) $22 Shares 148 Est. Cost $72.89 Unrealized +76.4%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $20 Shares 330 Est. Cost $58.61 Unrealized -13.3%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $20 Shares 476 Est. Cost $33.52 Unrealized +6.2%
TCPC BLACKROCK TCP CAP CORP COM 0.0%
Value ($000) $20 Shares 1,400 Est. Cost $14.63 Unrealized 0.0%
EWW ISHARES INC MSCI MEXICO 0.0%
Value ($000) $20 Shares 400 Est. Cost $65.00 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $19 Shares 416 Est. Cost $59.16 Unrealized -26.6%
PEP PEPSICO INC COM 0.0%
Value ($000) $18 Shares 162 Est. Cost $87.38 Unrealized +3.4%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $18 Shares 810 Est. Cost $12.01 Unrealized 0.0%
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $18 Shares 946 Est. Cost $20.34 Unrealized
EATON VANCE TX MNG BY WRT OPP COM 0.0%
Value ($000) $18 Shares 1,100 Est. Cost $16.36 Unrealized
PENN VA CORP NEW COM 0.0%
Value ($000) $17 Shares 205 Est. Cost $34.15 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.0%
Value ($000) $16 Shares 95 Est. Cost $104.62 Unrealized +42.6%
MA MASTERCARD INC 0.0%
Value ($000) $16 Shares 74 Est. Cost $96.40 Unrealized +107.8%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $16 Shares 44 Est. Cost $290.70 Unrealized +18.4%
IVV ISHARES S&P 500 INDEX 0.0%
Value ($000) $16 Shares 54 Est. Cost $205.15 Unrealized
BWZ SPDR SER TR LEHMAN SHORT TERM INTL TREAS BD ETF 0.0%
Value ($000) $16 Shares 515 Est. Cost $31.07 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $16 Shares 256 Est. Cost $51.87 Unrealized +0.3%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $15 Shares 276 Est. Cost $54.35 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $14 Shares 294 Est. Cost $30.13 Unrealized +37.8%
SODASTREAM INTERNATIONAL LTD 0.0%
Value ($000) $14 Shares 97 Est. Cost $144.33 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $14 Shares 174 Est. Cost $80.46 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $14 Shares 176 Est. Cost $74.84 Unrealized -25.9%
ANFIELD CAPITAL DIVERSIFIED ALTERNATIVES ETF 0.0%
Value ($000) $14 Shares 1,384 Est. Cost $10.12 Unrealized
SHIP FINANCE INTERNATIONAL LTD SHS 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $14.00 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $13 Shares 260 Est. Cost $44.22 Unrealized +4.1%
NVDA NVIDIA CORP 0.0%
Value ($000) $13 Shares 45 Est. Cost $6.39 Unrealized +0.7%
ROBO EXCH TRADE CONCEPTS ETF & AUTOMATION IDX 0.0%
Value ($000) $13 Shares 300 Est. Cost $33.33 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $12 Shares 170 Est. Cost $19.74 Unrealized +116.7%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $12 Shares 113 Est. Cost $90.69 Unrealized 0.0%
EXPRESS SCRIPTS INC 0.0%
Value ($000) $12 Shares 130 Est. Cost $72.13 Unrealized
CATCHMARK TIMBER TR INC CL A 0.0%
Value ($000) $12 Shares 1,047 Est. Cost $11.46 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $12 Shares 101 Est. Cost $68.89 Unrealized +32.1%
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $12 Shares 173 Est. Cost $73.77 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $12 Shares 261 Est. Cost $51.25 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $12 Shares 67 Est. Cost $18.90 Unrealized +158.7%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $11 Shares 220 Est. Cost $50.00 Unrealized
GLOBAL X SUPERDIVIDEND ETF 0.0%
Value ($000) $11 Shares 551 Est. Cost $19.96 Unrealized
FXD FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY 0.0%
Value ($000) $11 Shares 253 Est. Cost $39.87 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $11 Shares 133 Est. Cost $57.32 Unrealized +31.4%
ETRACS MONTHLY PAY 2XLEVERAGED MORTGAGE REIT ETN 0.0%
Value ($000) $10 Shares 623 Est. Cost $16.05 Unrealized
ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $10 Shares 992 Est. Cost $10.08 Unrealized
COLONY CAP INC NEW CL A COM 0.0%
Value ($000) $9 Shares 1,494 Est. Cost $6.02 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $9 Shares 42 Est. Cost $96.50 Unrealized +37.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $9 Shares 51 Est. Cost $176.47 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value ($000) $9 Shares 166 Est. Cost $32.82 Unrealized +32.8%
TSLA TESLA INC COM 0.0%
Value ($000) $9 Shares 34 Est. Cost $17.32 Unrealized +20.3%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $8 Shares 101 Est. Cost $62.64 Unrealized -9.8%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $8 Shares 116 Est. Cost $37.75 Unrealized +39.7%
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.0%
Value ($000) $8 Shares 437 Est. Cost $14.42 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $8 Shares 52 Est. Cost $85.39 Unrealized +45.7%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $8 Shares 52 Est. Cost $72.97 Unrealized +65.5%
AFL AFLAC INC COM 0.0%
Value ($000) $7 Shares 146 Est. Cost $31.73 Unrealized +21.3%
VNQ VANGUARD REIT INDEX ETF 0.0%
Value ($000) $7 Shares 91 Est. Cost $76.92 Unrealized
CE CELANESE CORP DEL COM SER A 0.0%
Value ($000) $7 Shares 60 Est. Cost $54.72 Unrealized +81.9%
RAYTHEON CO COM NEW 0.0%
Value ($000) $7 Shares 36 Est. Cost $124.53 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $7 Shares 310 Est. Cost $16.13 Unrealized
NORTHSTAR REALTY EUROPE CORP COM 0.0%
Value ($000) $6 Shares 453 Est. Cost $11.04 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $6 Shares 106 Est. Cost $42.92 Unrealized +19.7%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $6 Shares 59 Est. Cost $66.53 Unrealized +3.2%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.0%
Value ($000) $6 Shares 152 Est. Cost $46.05 Unrealized
CSX CSX CORP 0.0%
Value ($000) $6 Shares 77 Est. Cost $9.83 Unrealized +119.5%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $6 Shares 90 Est. Cost $55.99 Unrealized -0.0%
EWY ISHARES MSCI SOUTH KOREA INDEX FD ETF 0.0%
Value ($000) $5 Shares 70 Est. Cost $67.03 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $5 Shares 41 Est. Cost $110.50 Unrealized -0.6%
MS MORGAN STANLEY 0.0%
Value ($000) $5 Shares 109 Est. Cost $39.73 Unrealized -2.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $5 Shares 78 Est. Cost $53.12 Unrealized +0.2%
GUGGENHEIM BRIC 0.0%
Value ($000) $5 Shares 147 Est. Cost $34.01 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $5 Shares 38 Est. Cost $137.38 Unrealized -10.4%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $5 Shares 79 Est. Cost $50.63 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $5 Shares 47 Est. Cost $80.65 Unrealized +17.3%
SPECTRA ENERGY PARTNERS LP COM 0.0%
Value ($000) $4 Shares 107 Est. Cost $43.86 Unrealized
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $4 Shares 177 Est. Cost $16.62 Unrealized 0.0%
OGS ONE GAS INC 0.0%
Value ($000) $4 Shares 43 Est. Cost $34.23 Unrealized +128.7%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $4 Shares 164 Est. Cost $20.79 Unrealized +3.7%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $4 Shares 137 Est. Cost $29.20 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKTS 0.0%
Value ($000) $4 Shares 73 Est. Cost $55.55 Unrealized
DLTR DOLLAR TREE STORES INC 0.0%
Value ($000) $4 Shares 53 Est. Cost $82.81 Unrealized +6.0%
SCCO SOUTHERN PERU COPPER CORP 0.0%
Value ($000) $4 Shares 90 Est. Cost $30.52 Unrealized 0.0%
ET ENERGY TRANSFER EQUITY L P COM UT LTD PTN 0.0%
Value ($000) $4 Shares 231 Est. Cost $17.32 Unrealized
ETFMG PRIME JUNIOR SILVER ETF 0.0%
Value ($000) $3 Shares 325 Est. Cost $9.23 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $3 Shares 52 Est. Cost $57.69 Unrealized
GOEX GLOBAL X GOLD EXPLORERS ETF 0.0%
Value ($000) $3 Shares 179 Est. Cost $16.76 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $3 Shares 22 Est. Cost $90.91 Unrealized
GTLS CHART INDS INC COM PAR $0.01 0.0%
Value ($000) $3 Shares 32 Est. Cost $74.04 Unrealized 0.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $182.47 Unrealized +20.7%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $3 Shares 36 Est. Cost $53.34 Unrealized +43.1%
ISHARES CURRENCY HEDGED MSCI GERMANY ETF 0.0%
Value ($000) $3 Shares 94 Est. Cost $31.91 Unrealized
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 0.0%
Value ($000) $3 Shares 156 Est. Cost $19.23 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $3 Shares 104 Est. Cost $28.85 Unrealized
GABELLI GLOBAL GOLD NAT RES & INCOME TR 0.0%
Value ($000) $3 Shares 664 Est. Cost $4.52 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $3 Shares 47 Est. Cost $63.83 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $135.95 Unrealized 0.0%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $2 Shares 68 Est. Cost $29.41 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $2 Shares 22 Est. Cost $76.28 Unrealized 0.0%
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $57.69 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $113.06 Unrealized +46.2%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $24.23 Unrealized +46.4%
NSC NORFOLK SOUTHERN CRP 0.0%
Value ($000) $1 Shares 8 Est. Cost $69.72 Unrealized +111.1%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $46.49 Unrealized 0.0%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $64.93 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $45.07 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $47.61 Unrealized +76.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $104.09 Unrealized +14.5%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $83.28 Unrealized +41.0%
AOK ISHARES TR S&P CONSERVATIVE ALLOCATION FD 0.0%
Value ($000) $1 Shares 15 Est. Cost $30.92 Unrealized
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $1 Shares 83 Est. Cost $12.20 Unrealized +12.9%
SYY SYSCO CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $27.68 Unrealized +114.1%
HARRIS CORP DEL COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $100.00 Unrealized
TWO HBRS INVT CORP COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
MDYV SPDR S&P 400 MID 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
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
DIREXION DAILY S&P OIL SERVICES BEAR 3X SHARES 0.0%
Value ($000) $0 Shares 333 Est. Cost Unrealized
GPRO GOPRO INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $6.39 Unrealized 0.0%
NOODLES & CO COM CL A 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized