NewSquare Capital LLC Diversified Active

CIK: 0001546989 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 20, 2019

Total Value ($000): $547,798 (100.0% shares, 0.0% debt)

Holdings (353)

PDP POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO 6.5%
Value ($000) $35,864 Shares 594,560 Est. Cost $57.69 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 6.4%
Value ($000) $35,213 Shares 640,004 Est. Cost $48.35 Unrealized
SPY SPDR S&P 500 ETF 4.6%
Value ($000) $25,242 Shares 86,151 Est. Cost $125.09 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 4.3%
Value ($000) $23,698 Shares 164,777 Est. Cost $83.90 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 4.1%
Value ($000) $22,522 Shares 263,442 Est. Cost $56.30 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 3.9%
Value ($000) $21,380 Shares 400,075 Est. Cost $72.36 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 3.9%
Value ($000) $21,283 Shares 319,857 Est. Cost $52.70 Unrealized
AGG ISHARES AGGREGATE BOND ETF 3.3%
Value ($000) $17,829 Shares 160,118 Est. Cost $89.96 Unrealized
JNK SPDR HIGH YIELD BOND ETF 3.2%
Value ($000) $17,782 Shares 163,225 Est. Cost $108.94 Unrealized
FXU FIRST TRUST UTILITIES ALPHADEX FUND 3.2%
Value ($000) $17,505 Shares 609,705 Est. Cost $28.71 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 3.1%
Value ($000) $16,772 Shares 294,507 Est. Cost $70.95 Unrealized
FBT FIRST TR EXCHANGE TRADED FD AMEX BIOTECHNOLOGY INDEX 3.0%
Value ($000) $16,662 Shares 118,307 Est. Cost $156.25 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 2.9%
Value ($000) $16,159 Shares 329,298 Est. Cost $45.46 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 2.2%
Value ($000) $12,137 Shares 80,864 Est. Cost $116.95 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2.2%
Value ($000) $11,959 Shares 286,718 Est. Cost $37.75 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 2.1%
Value ($000) $11,298 Shares 133,264 Est. Cost $83.63 Unrealized
MBB ISHARES MBS BOND ETF 2.0%
Value ($000) $11,088 Shares 103,044 Est. Cost $87.46 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 2.0%
Value ($000) $10,700 Shares 55,082 Est. Cost $143.23 Unrealized
TFI SPDR MUNICIPAL BOND ETF 2.0%
Value ($000) $10,693 Shares 213,253 Est. Cost $48.12 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 1.9%
Value ($000) $10,437 Shares 125,639 Est. Cost $81.91 Unrealized
SRLN SSGA ACTIVE ETF TR BLKSTN GSOSRLN 1.7%
Value ($000) $9,405 Shares 203,489 Est. Cost $47.16 Unrealized
SPIB SPDR SER TR LEHMAN INTERMEDIATE TERM CR BD ETF 1.7%
Value ($000) $9,359 Shares 267,947 Est. Cost $33.04 Unrealized
AQUA AMERICA INC COM 1.4%
Value ($000) $7,674 Shares 185,496 Est. Cost $31.95 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 1.2%
Value ($000) $6,349 Shares 90,458 Est. Cost $56.81 Unrealized
PIZ POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT 1.1%
Value ($000) $5,812 Shares 214,847 Est. Cost $28.14 Unrealized
PIE POWERSHARES DWA EMERGING MARKETS 1.0%
Value ($000) $5,537 Shares 312,310 Est. Cost $19.68 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 0.9%
Value ($000) $5,084 Shares 58,774 Est. Cost $82.89 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.8%
Value ($000) $4,154 Shares 81,458 Est. Cost $46.45 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $3,848 Shares 90,468 Est. Cost $36.85 Unrealized
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 0.6%
Value ($000) $3,369 Shares 91,415 Est. Cost $37.85 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.6%
Value ($000) $3,322 Shares 20,405 Est. Cost $142.68 Unrealized
PGF POWERSHARES FINANCIAL PREFERRED ETF 0.5%
Value ($000) $2,778 Shares 150,828 Est. Cost $18.37 Unrealized
ISHARES GOLD TRUST ETF 0.5%
Value ($000) $2,666 Shares 197,466 Est. Cost $11.99 Unrealized
KMB KIMBERLY CLARK CORP COM 0.4%
Value ($000) $2,453 Shares 18,403 Est. Cost $80.93 Unrealized +26.3%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $2,369 Shares 41,462 Est. Cost $30.63 Unrealized +30.7%
MUB ISHARES AMT-FREE MUNI BOND ETF 0.4%
Value ($000) $2,355 Shares 20,820 Est. Cost $92.92 Unrealized
CMI CUMMINS INC COM 0.4%
Value ($000) $2,235 Shares 13,047 Est. Cost $117.93 Unrealized +17.2%
ISHARES MSCI RUSSIA ETF 0.4%
Value ($000) $2,231 Shares 56,671 Est. Cost $30.80 Unrealized
TGT TARGET CORP COM 0.4%
Value ($000) $2,183 Shares 25,201 Est. Cost $46.94 Unrealized +44.3%
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 0.4%
Value ($000) $2,151 Shares 18,043 Est. Cost $85.02 Unrealized
PFE PFIZER INC COM 0.4%
Value ($000) $2,148 Shares 49,581 Est. Cost $21.98 Unrealized +32.9%
BX BLACKSTONE GROUP LP 0.4%
Value ($000) $2,124 Shares 47,817 Est. Cost $31.77 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.4%
Value ($000) $2,100 Shares 26,911 Est. Cost $71.93 Unrealized
WU WESTERN UNION COMPANY 0.4%
Value ($000) $2,064 Shares 103,754 Est. Cost $17.35 Unrealized
PFG PRINCIPAL FINL GROUP INC COM 0.4%
Value ($000) $2,045 Shares 35,308 Est. Cost $35.34 Unrealized +20.5%
SO SOUTHERN CO COM 0.4%
Value ($000) $2,039 Shares 36,879 Est. Cost $33.51 Unrealized +23.4%
IYY ISHARES TR DOW JONES U S TOTAL MKT INDEX 0.4%
Value ($000) $2,006 Shares 13,727 Est. Cost $144.85 Unrealized
T AT&T INC COM 0.4%
Value ($000) $1,978 Shares 59,042 Est. Cost $14.75 Unrealized +2.2%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $1,973 Shares 23,052 Est. Cost $45.88 Unrealized +37.3%
IJR ISHARES S&P SMALLCAP 600 ETF 0.4%
Value ($000) $1,958 Shares 25,019 Est. Cost $75.24 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,908 Shares 18,480 Est. Cost $80.10 Unrealized +0.1%
ETN EATON CORP PLC SHS 0.3%
Value ($000) $1,899 Shares 22,805 Est. Cost $67.31 Unrealized +6.1%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,890 Shares 34,528 Est. Cost $21.53 Unrealized +109.8%
IBM INTL BUSINESS MACHINES 0.3%
Value ($000) $1,883 Shares 13,655 Est. Cost $96.09 Unrealized +2.6%
INDY ISHARES TR S&P INDIANIFTY 50 INDEX FD 0.3%
Value ($000) $1,879 Shares 48,944 Est. Cost $38.39 Unrealized
THD ISHARES INCORPORATED MSCI THAILAND 0.3%
Value ($000) $1,878 Shares 19,643 Est. Cost $82.79 Unrealized
GM GENERAL MOTORS CORP 0.3%
Value ($000) $1,865 Shares 48,416 Est. Cost $29.39 Unrealized +18.2%
HPQ HP INC COM 0.3%
Value ($000) $1,859 Shares 89,420 Est. Cost $10.55 Unrealized +49.0%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $1,815 Shares 16,554 Est. Cost $64.52 Unrealized +40.3%
ROYAL DUTCH SHELL PLC-ADR 0.3%
Value ($000) $1,808 Shares 27,786 Est. Cost $66.70 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $1,796 Shares 23,434 Est. Cost $55.89 Unrealized +1.8%
LYB LYONDELLBASELL 0.3%
Value ($000) $1,763 Shares 20,473 Est. Cost $61.76 Unrealized -10.3%
PEP PEPSICO INC COM 0.3%
Value ($000) $1,754 Shares 13,374 Est. Cost $93.39 Unrealized +12.2%
ETR ENTERGY CORP NEW COM 0.3%
Value ($000) $1,723 Shares 16,739 Est. Cost $25.76 Unrealized +48.9%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.3%
Value ($000) $1,709 Shares 29,825 Est. Cost $55.10 Unrealized
HYD MARKET VECTORS ETF HIGH YIELD MUNI INDEX 0.3%
Value ($000) $1,695 Shares 26,575 Est. Cost $62.79 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $1,682 Shares 9,126 Est. Cost $146.42 Unrealized -0.2%
PSX PHILLIPS 66 0.3%
Value ($000) $1,653 Shares 17,672 Est. Cost $68.52 Unrealized -0.0%
GIS GENERAL MLS INC COM 0.3%
Value ($000) $1,646 Shares 31,341 Est. Cost $33.57 Unrealized +22.8%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $1,636 Shares 13,143 Est. Cost $90.00 Unrealized +0.3%
SNY SANOFI SA 0.3%
Value ($000) $1,619 Shares 37,416 Est. Cost $44.18 Unrealized
TD TORONTO DOMINION BANK 0.3%
Value ($000) $1,520 Shares 26,041 Est. Cost $54.19 Unrealized +3.8%
ADM ARCHER DANIELS MIDLAND CO COM 0.3%
Value ($000) $1,520 Shares 37,261 Est. Cost $34.82 Unrealized -2.1%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,476 Shares 21,850 Est. Cost $51.87 Unrealized -2.0%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.3%
Value ($000) $1,474 Shares 24,547 Est. Cost $60.03 Unrealized
SEAGATE TECHNOLOGY 0.3%
Value ($000) $1,474 Shares 31,287 Est. Cost $52.91 Unrealized
ENZL ISHARES MSCI NEW ZEALAND CAPPED ETF 0.3%
Value ($000) $1,466 Shares 27,470 Est. Cost $53.37 Unrealized
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $1,445 Shares 21,654 Est. Cost $48.05 Unrealized +19.6%
ANNALY CAPITAL MANAGEMENT INC 0.3%
Value ($000) $1,444 Shares 158,118 Est. Cost $9.90 Unrealized
BROOKFIELD PROPERTY PARTNERS NON-TRADEABLE ASSET C 0.2%
Value ($000) $1,213 Shares 64,082 Est. Cost $21.49 Unrealized
LEG LEGGETT & PLATT INC COM 0.2%
Value ($000) $977 Shares 25,469 Est. Cost $41.00 Unrealized -3.8%
PZA POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL 0.1%
Value ($000) $624 Shares 23,863 Est. Cost $25.24 Unrealized
AMZN AMAZON.COM INC 0.1%
Value ($000) $595 Shares 314 Est. Cost $84.19 Unrealized +10.6%
USDU WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND 0.1%
Value ($000) $591 Shares 21,690 Est. Cost $26.82 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $554 Shares 2,799 Est. Cost $31.97 Unrealized +45.8%
ATLASSIAN CORP PLC CL A 0.1%
Value ($000) $551 Shares 4,209 Est. Cost $105.84 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $545 Shares 5,261 Est. Cost $74.06 Unrealized +9.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $543 Shares 6,472 Est. Cost $62.70 Unrealized +8.3%
WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND 0.1%
Value ($000) $541 Shares 14,320 Est. Cost $40.31 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $531 Shares 10,000 Est. Cost $35.79 Unrealized
FXY CURRENCYSHARES JAPANESE YEN ETF 0.1%
Value ($000) $520 Shares 5,885 Est. Cost $86.43 Unrealized
IPATH SERIES B BLOOMBERG SUGAR SUBINDEX TOTAL RETURN ETN 0.1%
Value ($000) $520 Shares 12,090 Est. Cost $41.80 Unrealized
TWLO TWILIO INC CL A 0.1%
Value ($000) $516 Shares 3,786 Est. Cost $120.06 Unrealized +10.9%
POR PORTLAND GEN ELEC CO COM NEW 0.1%
Value ($000) $499 Shares 9,219 Est. Cost $37.59 Unrealized +7.9%
CTAS CINTAS CORP 0.1%
Value ($000) $476 Shares 2,006 Est. Cost $51.79 Unrealized 0.0%
EWH ISHARES INC MSCI HONG KONG INDEX FD 0.1%
Value ($000) $465 Shares 17,985 Est. Cost $24.37 Unrealized
OCFC OCEANFIRST FINL CORP COM 0.1%
Value ($000) $458 Shares 18,437 Est. Cost $18.27 Unrealized +1.9%
RNG RINGCENTRAL INC CL A 0.1%
Value ($000) $446 Shares 3,877 Est. Cost $104.89 Unrealized +9.9%
EEFT EURONET WORLDWIDE INC COM 0.1%
Value ($000) $441 Shares 2,620 Est. Cost $152.87 Unrealized 0.0%
NDAQ NASDAQ STK MKT INC 0.1%
Value ($000) $437 Shares 4,540 Est. Cost $27.79 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.1%
Value ($000) $431 Shares 6,510 Est. Cost $54.42 Unrealized 0.0%
RVNU DBX ETF TR DB X-TRACKERS MUN INFRASTRUCTURE REV FD 0.1%
Value ($000) $429 Shares 15,490 Est. Cost $22.07 Unrealized
VPL VANGUARD PACIFIC STOCK 0.1%
Value ($000) $425 Shares 6,428 Est. Cost $71.21 Unrealized
INVH INVITATION HOMES INC COM 0.1%
Value ($000) $424 Shares 15,850 Est. Cost $21.14 Unrealized 0.0%
MASI MASIMO CORP COM 0.1%
Value ($000) $423 Shares 2,845 Est. Cost $137.22 Unrealized 0.0%
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $421 Shares 3,092 Est. Cost $112.40 Unrealized +2.0%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $407 Shares 1,260 Est. Cost $267.26 Unrealized 0.0%
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $405 Shares 1,097 Est. Cost $23.79 Unrealized +6.5%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $401 Shares 2,640 Est. Cost $153.81 Unrealized +0.7%
VSS VANGUARD FTSE ALL WORLD EX-US ETF 0.1%
Value ($000) $398 Shares 3,778 Est. Cost $112.39 Unrealized
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $388 Shares 14,616 Est. Cost $22.97 Unrealized -3.3%
NEO NEOGENOMICS INC COM NEW 0.1%
Value ($000) $384 Shares 17,525 Est. Cost $21.94 Unrealized 0.0%
LW LAMB WESTON HLDGS INC COM 0.1%
Value ($000) $383 Shares 6,050 Est. Cost $34.57 Unrealized +72.2%
META FACEBOOK INC CL A 0.1%
Value ($000) $349 Shares 1,806 Est. Cost $150.90 Unrealized +20.2%
FS KKR CAPITAL CORP COM 0.1%
Value ($000) $305 Shares 51,122 Est. Cost $5.88 Unrealized
MSFT MICROSOFT 0.1%
Value ($000) $284 Shares 2,120 Est. Cost $71.01 Unrealized +68.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $275 Shares 1,576 Est. Cost $99.49 Unrealized +39.4%
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $264 Shares 2,650 Est. Cost $99.62 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $257 Shares 3,064 Est. Cost $45.78 Unrealized +35.7%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $232 Shares 1,666 Est. Cost $103.27 Unrealized +11.1%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $196 Shares 1,752 Est. Cost $70.93 Unrealized +29.7%
GLW CORNING INC COM 0.0%
Value ($000) $194 Shares 5,843 Est. Cost $26.03 Unrealized +2.3%
L-3 COMMUNICATIONS HLDGS INC 0.0%
Value ($000) $179 Shares 731 Est. Cost $196.23 Unrealized
MLN MARKET VECTORS - AMT FREE MUNI 0.0%
Value ($000) $178 Shares 8,585 Est. Cost $18.58 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $166 Shares 1,435 Est. Cost $77.29 Unrealized +25.8%
PBA PEMBINA PIPELINE CORPORATION 0.0%
Value ($000) $158 Shares 4,250 Est. Cost $16.17 Unrealized +55.4%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $156 Shares 753 Est. Cost $129.31 Unrealized +31.3%
BA BOEING CO COM 0.0%
Value ($000) $147 Shares 403 Est. Cost $236.52 Unrealized +51.0%
NEKTAR THERAPEUTICS 0.0%
Value ($000) $142 Shares 4,000 Est. Cost $11.50 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $141 Shares 1,234 Est. Cost $74.53 Unrealized +48.4%
SIRIUS XM RADIO INC 0.0%
Value ($000) $128 Shares 22,965 Est. Cost $5.11 Unrealized
INFIQ INFINITY PHARMACEUTICALS INC COM 0.0%
Value ($000) $125 Shares 69,548 Est. Cost $1.77 Unrealized -8.9%
MPC MARATHON PETE CORP 0.0%
Value ($000) $124 Shares 2,225 Est. Cost $43.54 Unrealized +1.7%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $121 Shares 330 Est. Cost $205.77 Unrealized +53.4%
HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD 0.0%
Value ($000) $118 Shares 1,171 Est. Cost $101.70 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $117 Shares 853 Est. Cost $118.19 Unrealized -11.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $97 Shares 589 Est. Cost $113.42 Unrealized +24.3%
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $97 Shares 4,671 Est. Cost $20.16 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $95 Shares 1,130 Est. Cost $49.18 Unrealized +42.8%
PBF PBF ENERGY INC CL A 0.0%
Value ($000) $90 Shares 2,880 Est. Cost $29.84 Unrealized 0.0%
GOOGL GOOGLE INC 0.0%
Value ($000) $88 Shares 81 Est. Cost $38.37 Unrealized +49.8%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $88 Shares 1,091 Est. Cost $60.79 Unrealized +19.6%
ITT ITT INDUSTRIES INC 0.0%
Value ($000) $87 Shares 1,331 Est. Cost $50.19 Unrealized +21.7%
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value ($000) $84 Shares 836 Est. Cost $74.70 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $83 Shares 77 Est. Cost $38.65 Unrealized +48.1%
CSX CSX CORP 0.0%
Value ($000) $83 Shares 1,077 Est. Cost $20.10 Unrealized +17.2%
BLACKROCK INC 0.0%
Value ($000) $80 Shares 171 Est. Cost $502.53 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $80 Shares 697 Est. Cost $78.25 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND FUND 0.0%
Value ($000) $78 Shares 2,305 Est. Cost $22.39 Unrealized
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $76 Shares 311 Est. Cost $120.52 Unrealized +78.8%
KRG KITE REALTY GROUP TRUST 0.0%
Value ($000) $73 Shares 4,847 Est. Cost $24.14 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $71 Shares 1,530 Est. Cost $42.45 Unrealized 0.0%
LINDE PLC SHS 0.0%
Value ($000) $70 Shares 351 Est. Cost $176.64 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $70 Shares 832 Est. Cost $60.28 Unrealized +22.1%
BDN BRANDYWINE RLTY TR SBI NEW 0.0%
Value ($000) $70 Shares 4,911 Est. Cost $15.94 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $69 Shares 1,045 Est. Cost $60.12 Unrealized 0.0%
HD HOME DEPOT 0.0%
Value ($000) $69 Shares 332 Est. Cost $146.24 Unrealized +15.9%
INTC INTEL CORP COM 0.0%
Value ($000) $67 Shares 1,392 Est. Cost $40.36 Unrealized +6.8%
ICE INTERCONTINENTALEXCHINTL 0.0%
Value ($000) $62 Shares 725 Est. Cost $46.48 Unrealized +61.3%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $59 Shares 1,255 Est. Cost $44.27 Unrealized -11.7%
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.0%
Value ($000) $58 Shares 825 Est. Cost $61.30 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $58 Shares 295 Est. Cost $88.16 Unrealized +96.5%
AOS AO SMITH CORP. 0.0%
Value ($000) $57 Shares 1,200 Est. Cost $29.30 Unrealized +48.2%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND 0.0%
Value ($000) $56 Shares 1,026 Est. Cost $53.61 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $56 Shares 600 Est. Cost $65.88 Unrealized +6.8%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $54 Shares 386 Est. Cost $98.76 Unrealized +29.6%
BAC BANK AMER CORP COM 0.0%
Value ($000) $54 Shares 1,850 Est. Cost $19.66 Unrealized +24.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $51 Shares 240 Est. Cost $127.71 Unrealized +62.0%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $47 Shares 1,120 Est. Cost $25.02 Unrealized +42.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $47 Shares 174 Est. Cost $247.13 Unrealized
SJM J M SMUCKER CO NEW 0.0%
Value ($000) $46 Shares 400 Est. Cost $77.10 Unrealized +27.6%
UNP UNION PACIFIC CORP COM 0.0%
Value ($000) $45 Shares 264 Est. Cost $68.78 Unrealized +114.8%
CERNER CORP 0.0%
Value ($000) $44 Shares 600 Est. Cost $53.33 Unrealized
SANTANDER CONSUMER USA HDG INC COM 0.0%
Value ($000) $43 Shares 1,790 Est. Cost $24.02 Unrealized
POOL POOL CORPORATION COM 0.0%
Value ($000) $43 Shares 225 Est. Cost $167.62 Unrealized 0.0%
STORE CAP CORP COM 0.0%
Value ($000) $42 Shares 1,257 Est. Cost $33.65 Unrealized
LIVENT CORP COM 0.0%
Value ($000) $42 Shares 6,100 Est. Cost $12.30 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $42 Shares 478 Est. Cost $56.07 Unrealized +21.7%
V VISA INC 0.0%
Value ($000) $42 Shares 240 Est. Cost $95.71 Unrealized +63.3%
EFAV ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD 0.0%
Value ($000) $42 Shares 576 Est. Cost $62.97 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $42 Shares 160 Est. Cost $243.45 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $42 Shares 115 Est. Cost $279.77 Unrealized 0.0%
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $42 Shares 1,220 Est. Cost $28.74 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $41 Shares 265 Est. Cost $108.42 Unrealized +15.9%
FAF FIRST AMERICAN CORP 0.0%
Value ($000) $41 Shares 755 Est. Cost $43.45 Unrealized 0.0%
ARCC ARES CAP CORP COM 0.0%
Value ($000) $40 Shares 2,228 Est. Cost $9.39 Unrealized 0.0%
EPR EPR PPTYS SBI 0.0%
Value ($000) $39 Shares 523 Est. Cost $74.57 Unrealized
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $37 Shares 500 Est. Cost $76.23 Unrealized -7.4%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $37 Shares 701 Est. Cost $39.05 Unrealized -0.3%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $37 Shares 456 Est. Cost $79.81 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $34 Shares 205 Est. Cost $117.03 Unrealized +32.3%
CGW S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $34 Shares 902 Est. Cost $34.37 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $33 Shares 770 Est. Cost $30.16 Unrealized +27.5%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $32 Shares 218 Est. Cost $126.69 Unrealized
PGX POWERSHARES GLOBAL PREFERRED ETF 0.0%
Value ($000) $32 Shares 2,200 Est. Cost $14.13 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $32 Shares 463 Est. Cost $46.77 Unrealized +13.1%
FXH FIRST TR EXCH TRADED FD HEALTH CARE ALPHADEX FD 0.0%
Value ($000) $31 Shares 400 Est. Cost $68.87 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $31 Shares 152 Est. Cost $135.60 Unrealized +24.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $30 Shares 953 Est. Cost $48.20 Unrealized -52.6%
ABBV ABBVIE INC COM 0.0%
Value ($000) $30 Shares 416 Est. Cost $44.45 Unrealized +33.6%
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) $29 Shares 864 Est. Cost $38.77 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $27 Shares 938 Est. Cost $3.25 Unrealized
ADAMS EXPRESS CO 0.0%
Value ($000) $27 Shares 1,750 Est. Cost $13.57 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $27 Shares 506 Est. Cost $33.78 Unrealized +30.6%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $27 Shares 330 Est. Cost $58.61 Unrealized +8.7%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $26 Shares 817 Est. Cost $33.87 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $26 Shares 652 Est. Cost $31.98 Unrealized +5.1%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $26 Shares 4,000 Est. Cost $5.50 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $26 Shares 251 Est. Cost $72.09 Unrealized +18.5%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $25 Shares 150 Est. Cost $140.00 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $25 Shares 167 Est. Cost $108.00 Unrealized +15.7%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $24 Shares 324 Est. Cost $27.24 Unrealized 0.0%
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $21 Shares 1,071 Est. Cost $20.03 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $19 Shares 226 Est. Cost $80.28 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $19 Shares 109 Est. Cost $111.33 Unrealized +8.4%
MRCY MERCURY SYS INC COM 0.0%
Value ($000) $19 Shares 267 Est. Cost $69.39 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $18 Shares 358 Est. Cost $36.37 Unrealized 0.0%
ACN ACCENTURE LTD BERMUDA CL A 0.0%
Value ($000) $18 Shares 95 Est. Cost $104.62 Unrealized +56.4%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $18 Shares 810 Est. Cost $12.01 Unrealized +4.8%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $18 Shares 113 Est. Cost $90.69 Unrealized +60.7%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $17 Shares 190 Est. Cost $53.42 Unrealized +26.8%
DORM DORMAN PRODUCTS INC COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $79.92 Unrealized +8.7%
EWW ISHARES INC MSCI MEXICO 0.0%
Value ($000) $17 Shares 400 Est. Cost $65.00 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $17 Shares 100 Est. Cost $72.89 Unrealized +94.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $16 Shares 558 Est. Cost $25.02 Unrealized 0.0%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $16 Shares 282 Est. Cost $54.29 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $16 Shares 140 Est. Cost $101.87 Unrealized +6.0%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $16 Shares 325 Est. Cost $49.23 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $16 Shares 500 Est. Cost $31.92 Unrealized 0.0%
FLOT ISHARES MSCI FLOATING RATE NOT E FUNDING ETF 0.0%
Value ($000) $15 Shares 300 Est. Cost $51.67 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $15 Shares 137 Est. Cost $21.39 Unrealized +46.4%
TRI CONTINENTAL CORPCOM 0.0%
Value ($000) $15 Shares 550 Est. Cost $24.26 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $15 Shares 416 Est. Cost $59.16 Unrealized -38.5%
GDDY GODADDY INC CL A 0.0%
Value ($000) $14 Shares 200 Est. Cost $75.41 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $14 Shares 67 Est. Cost $216.93 Unrealized 0.0%
EWZ ISHARES MSCI BRAZIL INDEX FD ETF 0.0%
Value ($000) $14 Shares 315 Est. Cost $38.20 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $13 Shares 324 Est. Cost $27.78 Unrealized
DIA SPDR DOW JONES INDUSTRIAL ETF 0.0%
Value ($000) $13 Shares 50 Est. Cost $230.00 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $13 Shares 261 Est. Cost $51.25 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $13 Shares 300 Est. Cost $23.09 Unrealized +38.8%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $13 Shares 133 Est. Cost $57.32 Unrealized +50.5%
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $13 Shares 950 Est. Cost $13.68 Unrealized
VST VISTRA ENERGY CORP COM 0.0%
Value ($000) $12 Shares 534 Est. Cost $21.56 Unrealized 0.0%
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) $11 Shares 173 Est. Cost $73.77 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $11 Shares 110 Est. Cost $66.05 Unrealized +8.2%
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $11 Shares 398 Est. Cost $16.76 Unrealized +14.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $11 Shares 134 Est. Cost $74.84 Unrealized -22.1%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $10 Shares 116 Est. Cost $37.75 Unrealized +72.1%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $10 Shares 45 Est. Cost $133.81 Unrealized +31.7%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $10 Shares 44 Est. Cost $290.70 Unrealized -20.6%
AOK ISHARES TR S&P CONSERVATIVE ALLOCATION FD 0.0%
Value ($000) $10 Shares 291 Est. Cost $34.19 Unrealized
ETRACS MONTHLY PAY 2XLEVERAGED MORTGAGE REIT ETN 0.0%
Value ($000) $9 Shares 623 Est. Cost $16.05 Unrealized
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.0%
Value ($000) $9 Shares 812 Est. Cost $12.88 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 24 Est. Cost $341.35 Unrealized 0.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 234 Est. Cost $35.56 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value ($000) $9 Shares 166 Est. Cost $32.82 Unrealized +49.8%
GLOBAL X SUPERDIVIDEND ETF 0.0%
Value ($000) $9 Shares 551 Est. Cost $19.96 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $9 Shares 25 Est. Cost $34.67 Unrealized +4.1%
TSLA TESLA INC COM 0.0%
Value ($000) $8 Shares 34 Est. Cost $17.32 Unrealized -10.1%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $8 Shares 30 Est. Cost $304.33 Unrealized -15.3%
TUR ISHARES MSCI TURKEY INDEX FUND 0.0%
Value ($000) $8 Shares 345 Est. Cost $24.57 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $8 Shares 51 Est. Cost $176.47 Unrealized
NV5 GLOBAL INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
SPECIAL OPPORTUNITIES FD INC PFD CONV SE B 0.0%
Value ($000) $8 Shares 322 Est. Cost $24.84 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $8 Shares 149 Est. Cost $34.73 Unrealized +15.0%
VNQ VANGUARD REIT INDEX ETF 0.0%
Value ($000) $8 Shares 91 Est. Cost $76.92 Unrealized
NORTHSTAR REALTY EUROPE CORP COM 0.0%
Value ($000) $7 Shares 453 Est. Cost $11.04 Unrealized
COLONY CAP INC NEW CL A COM 0.0%
Value ($000) $7 Shares 1,494 Est. Cost $6.02 Unrealized
PENN VA CORP NEW COM 0.0%
Value ($000) $6 Shares 205 Est. Cost $34.15 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $54.72 Unrealized +67.0%
RAYTHEON CO COM NEW 0.0%
Value ($000) $6 Shares 36 Est. Cost $124.53 Unrealized
DLTR DOLLAR TREE STORES INC 0.0%
Value ($000) $6 Shares 53 Est. Cost $82.81 Unrealized +27.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 260 Est. Cost $22.16 Unrealized -4.6%
CYRX CRYOPORT INC COM PAR $0.001 0.0%
Value ($000) $6 Shares 334 Est. Cost $15.87 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $6 Shares 99 Est. Cost $34.85 Unrealized +36.5%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.0%
Value ($000) $6 Shares 152 Est. Cost $46.05 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $6 Shares 67 Est. Cost $80.28 Unrealized 0.0%
IYR ISHARES US REAL ESTATE ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $66.67 Unrealized
SSTI SHOTSPOTTER INC COM 0.0%
Value ($000) $5 Shares 117 Est. Cost $46.78 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $5 Shares 110 Est. Cost $40.98 Unrealized -11.9%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $5 Shares 85 Est. Cost $42.92 Unrealized +24.2%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $5 Shares 50 Est. Cost $80.00 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $5 Shares 26 Est. Cost $181.07 Unrealized -6.6%
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $83.33 Unrealized
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $5 Shares 267 Est. Cost $16.14 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $5 Shares 47 Est. Cost $80.65 Unrealized +4.5%
MS MORGAN STANLEY 0.0%
Value ($000) $5 Shares 109 Est. Cost $38.66 Unrealized -6.2%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.84 Unrealized 0.0%
BB&T CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.00 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $87.79 Unrealized +12.8%
DCO DUCOMMUN INC DEL COM 0.0%
Value ($000) $5 Shares 117 Est. Cost $44.85 Unrealized 0.0%
AFL AFLAC INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $31.73 Unrealized +38.9%
GUGGENHEIM BRIC 0.0%
Value ($000) $5 Shares 147 Est. Cost $34.01 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $5 Shares 68 Est. Cost $55.56 Unrealized +9.5%
DMRC DIGIMARC CORP NEW COM 0.0%
Value ($000) $4 Shares 86 Est. Cost $21.92 Unrealized +108.0%
AOR ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD 0.0%
Value ($000) $4 Shares 81 Est. Cost $49.38 Unrealized
FXD FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY 0.0%
Value ($000) $4 Shares 93 Est. Cost $39.87 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $4 Shares 78 Est. Cost $53.12 Unrealized -10.5%
KR KROGER CO COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $23.61 Unrealized -10.8%
F FORD MOTOR COMPANY 0.0%
Value ($000) $4 Shares 400 Est. Cost $6.15 Unrealized +15.6%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $4 Shares 26 Est. Cost $95.19 Unrealized +34.8%
EVOFEM BIOSCIENCES INC COM 0.0%
Value ($000) $4 Shares 667 Est. Cost $6.00 Unrealized
E TRADE FINANCIAL CORP COM NEW 0.0%
Value ($000) $4 Shares 86 Est. Cost $46.51 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $33.13 Unrealized -6.6%
MARATHON OIL CORP COM 0.0%
Value ($000) $4 Shares 310 Est. Cost $16.13 Unrealized
GOEX GLOBAL X GOLD EXPLORERS ETF 0.0%
Value ($000) $4 Shares 179 Est. Cost $16.76 Unrealized
GABELLI GLOBAL GOLD NAT RES & INCOME TR 0.0%
Value ($000) $3 Shares 664 Est. Cost $4.52 Unrealized
SCCO SOUTHERN PERU COPPER CORP 0.0%
Value ($000) $3 Shares 90 Est. Cost $30.52 Unrealized -11.3%
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $3 Shares 177 Est. Cost $16.62 Unrealized -16.1%
IEF ISHARES 7-10 YR TREASURY BOND ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT 0.0%
Value ($000) $3 Shares 25 Est. Cost $120.00 Unrealized
ETFMG PRIME JUNIOR SILVER ETF 0.0%
Value ($000) $3 Shares 325 Est. Cost $9.23 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $3 Shares 52 Est. Cost $57.69 Unrealized
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.74 Unrealized
MU MICRON TECHNOLOGY 0.0%
Value ($000) $3 Shares 90 Est. Cost $37.69 Unrealized -1.4%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $3 Shares 36 Est. Cost $53.34 Unrealized +12.1%
GLOBAL BLOOD THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
GTLS CHART INDS INC COM PAR $0.01 0.0%
Value ($000) $2 Shares 32 Est. Cost $74.04 Unrealized +10.9%
LQD ISHARES IBOXX CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.94 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $2 Shares 22 Est. Cost $76.28 Unrealized -0.1%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $2 Shares 68 Est. Cost $29.41 Unrealized
ICF ISHARES COHEN & STEERS RLTY 0.0%
Value ($000) $2 Shares 20 Est. Cost $78.49 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $2 Shares 132 Est. Cost $13.59 Unrealized +24.9%
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $30.00 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $96.40 Unrealized +150.4%
BLUEBIRD BIO INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $117.65 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $190.77 Unrealized -24.9%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $182.47 Unrealized +14.9%
BKLN POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.79 Unrealized
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 +5.5%
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 52 Est. Cost $57.69 Unrealized
CHARDAN HEALTHCARE ACQUISITION UNIT EX 121323 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
WPX ENERGY INC 0.0%
Value ($000) $1 Shares 127 Est. Cost $7.87 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $68.89 Unrealized +35.6%
BUD ANHEUSER BUSCH 0.0%
Value ($000) $1 Shares 14 Est. Cost $116.45 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $62.64 Unrealized -30.4%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $46.19 Unrealized +5.4%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
IVERIC BIO INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
NOODLES & CO COM CL A 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized
ALC ALCON INC ORD SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $57.87 Unrealized 0.0%
GPRO GOPRO INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $6.39 Unrealized -0.6%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $51.87 Unrealized -35.1%
BIL SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
AMERICAN INTL GROUP INC WT EXP 011921 0.0%
Value ($000) $0 Shares 26 Est. Cost Unrealized
TWO HBRS INVT CORP COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized