NewSquare Capital LLC Diversified Active

CIK: 0001546989 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 15, 2019

Total Value ($000): $551,994 (100.0% shares, 0.0% debt)

Holdings (292)

SPLV POWERSHARES SP500 LOW VOLATILITY ETF 6.9%
Value ($000) $37,994 Shares 656,207 Est. Cost $48.59 Unrealized
PDP POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO 6.7%
Value ($000) $37,070 Shares 608,697 Est. Cost $57.76 Unrealized
SPY SPDR S&P 500 ETF 4.6%
Value ($000) $25,203 Shares 84,926 Est. Cost $125.09 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 4.3%
Value ($000) $23,536 Shares 268,890 Est. Cost $56.93 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 4.1%
Value ($000) $22,739 Shares 168,885 Est. Cost $85.14 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 3.9%
Value ($000) $21,350 Shares 327,711 Est. Cost $53.00 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 3.9%
Value ($000) $21,320 Shares 397,243 Est. Cost $72.36 Unrealized
FXU FIRST TRUST UTILITIES ALPHADEX FUND 3.5%
Value ($000) $19,050 Shares 642,489 Est. Cost $28.76 Unrealized
AGG ISHARES AGGREGATE BOND ETF 3.4%
Value ($000) $18,674 Shares 165,008 Est. Cost $90.65 Unrealized
JNK SPDR HIGH YIELD BOND ETF 3.3%
Value ($000) $17,955 Shares 165,116 Est. Cost $108.94 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 3.1%
Value ($000) $17,035 Shares 294,116 Est. Cost $70.95 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 2.9%
Value ($000) $16,223 Shares 510,011 Est. Cost $31.81 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 2.8%
Value ($000) $15,388 Shares 312,569 Est. Cost $45.46 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 2.3%
Value ($000) $12,623 Shares 83,595 Est. Cost $118.07 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2.1%
Value ($000) $11,756 Shares 286,168 Est. Cost $37.75 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 2.0%
Value ($000) $11,203 Shares 132,079 Est. Cost $83.63 Unrealized
TFI SPDR MUNICIPAL BOND ETF 2.0%
Value ($000) $11,120 Shares 219,365 Est. Cost $48.19 Unrealized
MBB ISHARES MBS BOND ETF 2.0%
Value ($000) $10,989 Shares 101,464 Est. Cost $87.46 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 2.0%
Value ($000) $10,948 Shares 129,673 Est. Cost $81.99 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 1.9%
Value ($000) $10,485 Shares 54,261 Est. Cost $143.23 Unrealized
SPIB SPDR SER TR LEHMAN INTERMEDIATE TERM CR BD ETF 1.8%
Value ($000) $9,847 Shares 279,120 Est. Cost $33.13 Unrealized
SPTL SPDR BARCLAYS CAPITAL LONG TERM TREASURIES 1.8%
Value ($000) $9,776 Shares 238,260 Est. Cost $41.03 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 1.2%
Value ($000) $6,629 Shares 93,453 Est. Cost $57.26 Unrealized
PIZ POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT 1.0%
Value ($000) $5,792 Shares 219,568 Est. Cost $28.10 Unrealized
PIE POWERSHARES DWA EMERGING MARKETS 1.0%
Value ($000) $5,604 Shares 320,241 Est. Cost $19.63 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 1.0%
Value ($000) $5,338 Shares 60,658 Est. Cost $83.05 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.8%
Value ($000) $4,327 Shares 86,713 Est. Cost $46.66 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $3,618 Shares 89,855 Est. Cost $36.85 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.6%
Value ($000) $3,370 Shares 20,480 Est. Cost $142.68 Unrealized
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 0.6%
Value ($000) $3,304 Shares 88,035 Est. Cost $37.85 Unrealized
ISHARES GOLD TRUST ETF 0.6%
Value ($000) $3,260 Shares 231,240 Est. Cost $12.30 Unrealized
PGF POWERSHARES FINANCIAL PREFERRED ETF 0.5%
Value ($000) $2,822 Shares 150,290 Est. Cost $18.37 Unrealized
KMB KIMBERLY CLARK CORP COM 0.5%
Value ($000) $2,617 Shares 18,425 Est. Cost $80.93 Unrealized +35.6%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $2,571 Shares 42,592 Est. Cost $30.89 Unrealized +30.9%
WU WESTERN UNION COMPANY 0.5%
Value ($000) $2,498 Shares 107,821 Est. Cost $17.57 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.4%
Value ($000) $2,389 Shares 39,765 Est. Cost $60.05 Unrealized
HYD MARKET VECTORS ETF HIGH YIELD MUNI INDEX 0.4%
Value ($000) $2,373 Shares 36,825 Est. Cost $63.25 Unrealized
MUB ISHARES AMT-FREE MUNI BOND ETF 0.4%
Value ($000) $2,351 Shares 20,605 Est. Cost $92.92 Unrealized
SO SOUTHERN CO COM 0.4%
Value ($000) $2,329 Shares 37,707 Est. Cost $33.77 Unrealized +34.1%
TGT TARGET CORP COM 0.4%
Value ($000) $2,324 Shares 21,741 Est. Cost $46.94 Unrealized +71.2%
T AT&T INC COM 0.4%
Value ($000) $2,285 Shares 60,386 Est. Cost $14.80 Unrealized +14.9%
ISHARES MSCI RUSSIA ETF 0.4%
Value ($000) $2,259 Shares 58,075 Est. Cost $30.99 Unrealized
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 0.4%
Value ($000) $2,246 Shares 18,612 Est. Cost $86.11 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.4%
Value ($000) $2,233 Shares 27,726 Est. Cost $72.18 Unrealized
CMI CUMMINS INC COM 0.4%
Value ($000) $2,217 Shares 13,629 Est. Cost $118.70 Unrealized +14.7%
BX BLACKSTONE GROUP LP 0.4%
Value ($000) $2,191 Shares 44,861 Est. Cost $31.77 Unrealized +23.5%
LYB LYONDELLBASELL 0.4%
Value ($000) $2,178 Shares 24,342 Est. Cost $60.47 Unrealized -11.2%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $2,155 Shares 25,277 Est. Cost $47.34 Unrealized +31.9%
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $2,147 Shares 14,761 Est. Cost $96.57 Unrealized +6.1%
PFG PRINCIPAL FINL GROUP INC COM 0.4%
Value ($000) $2,130 Shares 37,283 Est. Cost $35.80 Unrealized +22.7%
EWZ ISHARES MSCI BRAZIL INDEX FD ETF 0.4%
Value ($000) $2,112 Shares 50,135 Est. Cost $42.10 Unrealized
IYY ISHARES TR DOW JONES U S TOTAL MKT INDEX 0.4%
Value ($000) $2,083 Shares 14,115 Est. Cost $144.93 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.4%
Value ($000) $2,037 Shares 26,163 Est. Cost $75.35 Unrealized
ETR ENTERGY CORP NEW COM 0.4%
Value ($000) $1,999 Shares 17,032 Est. Cost $26.06 Unrealized +66.7%
PG PROCTER & GAMBLE CO COM 0.4%
Value ($000) $1,961 Shares 15,764 Est. Cost $64.52 Unrealized +56.5%
MMM 3M CO COM 0.3%
Value ($000) $1,931 Shares 11,743 Est. Cost $110.63 Unrealized -0.0%
PEP PEPSICO INC COM 0.3%
Value ($000) $1,929 Shares 14,069 Est. Cost $94.18 Unrealized +16.1%
PSX PHILLIPS 66 0.3%
Value ($000) $1,856 Shares 18,126 Est. Cost $68.74 Unrealized +12.4%
ETN EATON CORP PLC SHS 0.3%
Value ($000) $1,854 Shares 22,293 Est. Cost $67.31 Unrealized +7.1%
ROYAL DUTCH SHELL PLC-ADR 0.3%
Value ($000) $1,850 Shares 31,435 Est. Cost $65.79 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $1,841 Shares 9,516 Est. Cost $146.89 Unrealized +7.6%
PFE PFIZER INC COM 0.3%
Value ($000) $1,841 Shares 51,237 Est. Cost $22.15 Unrealized +22.0%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,833 Shares 15,299 Est. Cost $80.10 Unrealized +11.0%
SNY SANOFI SA 0.3%
Value ($000) $1,831 Shares 39,531 Est. Cost $44.30 Unrealized
THD ISHARES INCORPORATED MSCI THAILAND 0.3%
Value ($000) $1,812 Shares 20,430 Est. Cost $83.02 Unrealized
HPQ HP INC COM 0.3%
Value ($000) $1,809 Shares 95,605 Est. Cost $10.89 Unrealized +44.5%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.3%
Value ($000) $1,804 Shares 30,659 Est. Cost $55.21 Unrealized
SEAGATE TECHNOLOGY 0.3%
Value ($000) $1,790 Shares 33,284 Est. Cost $52.96 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $1,777 Shares 25,161 Est. Cost $55.74 Unrealized -3.5%
GIS GENERAL MLS INC COM 0.3%
Value ($000) $1,764 Shares 32,004 Est. Cost $33.78 Unrealized +28.5%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,698 Shares 34,359 Est. Cost $21.53 Unrealized +98.7%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $1,644 Shares 13,858 Est. Cost $90.08 Unrealized +1.6%
ADM ARCHER DANIELS MIDLAND CO COM 0.3%
Value ($000) $1,639 Shares 39,896 Est. Cost $34.70 Unrealized -4.8%
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $1,543 Shares 23,084 Est. Cost $48.44 Unrealized +12.2%
ANNALY CAPITAL MANAGEMENT INC 0.3%
Value ($000) $1,529 Shares 173,769 Est. Cost $9.80 Unrealized
ENZL ISHARES MSCI NEW ZEALAND CAPPED ETF 0.3%
Value ($000) $1,518 Shares 29,265 Est. Cost $53.28 Unrealized
TD TORONTO DOMINION BANK 0.3%
Value ($000) $1,484 Shares 25,469 Est. Cost $54.19 Unrealized +4.9%
BROOKFIELD PROPERTY PARTNERS NON-TRADEABLE ASSET C 0.3%
Value ($000) $1,428 Shares 70,362 Est. Cost $21.38 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,418 Shares 22,369 Est. Cost $51.85 Unrealized -1.7%
ULST SPDR SSGA ULTRA SHORT TERM BOND ETF 0.2%
Value ($000) $1,249 Shares 30,883 Est. Cost $40.44 Unrealized
LEG LEGGETT & PLATT INC COM 0.2%
Value ($000) $1,175 Shares 28,711 Est. Cost $40.80 Unrealized -3.8%
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $758 Shares 6,501 Est. Cost $77.71 Unrealized +19.9%
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $741 Shares 14,631 Est. Cost $50.65 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $706 Shares 7,982 Est. Cost $66.09 Unrealized +22.0%
CTAS CINTAS CORP 0.1%
Value ($000) $653 Shares 2,436 Est. Cost $53.22 Unrealized +12.6%
POR PORTLAND GEN ELEC CO COM NEW 0.1%
Value ($000) $652 Shares 11,569 Est. Cost $38.68 Unrealized +11.0%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $641 Shares 11,955 Est. Cost $38.71 Unrealized
USDU WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND 0.1%
Value ($000) $638 Shares 22,645 Est. Cost $26.88 Unrealized
RNG RINGCENTRAL INC CL A 0.1%
Value ($000) $595 Shares 4,737 Est. Cost $109.65 Unrealized +19.6%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $581 Shares 1,550 Est. Cost $276.89 Unrealized +15.1%
MLN MARKET VECTORS - AMT FREE MUNI 0.1%
Value ($000) $580 Shares 27,435 Est. Cost $20.34 Unrealized
INVH INVITATION HOMES INC COM 0.1%
Value ($000) $577 Shares 19,502 Est. Cost $21.58 Unrealized +8.8%
PZA POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL 0.1%
Value ($000) $576 Shares 21,705 Est. Cost $25.24 Unrealized
WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND 0.1%
Value ($000) $575 Shares 15,115 Est. Cost $40.19 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.1%
Value ($000) $564 Shares 7,945 Est. Cost $55.97 Unrealized +12.5%
NDAQ NASDAQ STK MKT INC 0.1%
Value ($000) $560 Shares 5,635 Est. Cost $28.28 Unrealized +7.2%
FXY CURRENCYSHARES JAPANESE YEN ETF 0.1%
Value ($000) $550 Shares 6,255 Est. Cost $86.52 Unrealized
NEW ORIENTAL ED & TECH GRP INC SPON ADR 0.1%
Value ($000) $541 Shares 4,880 Est. Cost $110.86 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $538 Shares 1,305 Est. Cost $403.56 Unrealized 0.0%
MASI MASIMO CORP COM 0.1%
Value ($000) $527 Shares 3,540 Est. Cost $140.10 Unrealized +8.4%
KIRKLAND LAKE GOLD LTD COM 0.1%
Value ($000) $515 Shares 11,490 Est. Cost $44.82 Unrealized
GPN GLOBAL PMTS INC COM 0.1%
Value ($000) $492 Shares 3,092 Est. Cost $155.39 Unrealized 0.0%
EWH ISHARES INC MSCI HONG KONG INDEX FD 0.1%
Value ($000) $436 Shares 19,200 Est. Cost $24.26 Unrealized
VSS VANGUARD FTSE ALL WORLD EX-US ETF 0.1%
Value ($000) $415 Shares 4,068 Est. Cost $111.65 Unrealized
RVNU DBX ETF TR DB X-TRACKERS MUN INFRASTRUCTURE REV FD 0.1%
Value ($000) $367 Shares 12,980 Est. Cost $22.07 Unrealized
HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD 0.1%
Value ($000) $320 Shares 3,209 Est. Cost $100.44 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.1%
Value ($000) $278 Shares 3,447 Est. Cost $80.54 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $270 Shares 2,650 Est. Cost $99.62 Unrealized
PGX POWERSHARES GLOBAL PREFERRED ETF 0.0%
Value ($000) $262 Shares 17,457 Est. Cost $14.90 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $242 Shares 1,079 Est. Cost $31.97 Unrealized +57.1%
MSFT MICROSOFT 0.0%
Value ($000) $209 Shares 1,504 Est. Cost $71.01 Unrealized +82.9%
HON HONEYWELL INTL INC 0.0%
Value ($000) $202 Shares 1,191 Est. Cost $99.49 Unrealized +40.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $198 Shares 949 Est. Cost $180.55 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $182 Shares 1,580 Est. Cost $79.85 Unrealized +31.6%
PVI INVESCO VRDO TAX-FREE WEEKLY ETF 0.0%
Value ($000) $181 Shares 7,270 Est. Cost $24.90 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $153 Shares 403 Est. Cost $236.52 Unrealized +49.0%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $138 Shares 644 Est. Cost $129.31 Unrealized +42.9%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $136 Shares 1,153 Est. Cost $70.93 Unrealized +34.1%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $120 Shares 1,163 Est. Cost $74.53 Unrealized +47.5%
MRK MERCK & CO INC 0.0%
Value ($000) $116 Shares 1,381 Est. Cost $45.78 Unrealized +43.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $112 Shares 694 Est. Cost $118.04 Unrealized +22.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $104 Shares 1,240 Est. Cost $51.57 Unrealized +47.5%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND 0.0%
Value ($000) $103 Shares 1,851 Est. Cost $54.52 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $100 Shares 330 Est. Cost $205.77 Unrealized +43.2%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $90 Shares 1,091 Est. Cost $60.79 Unrealized +34.4%
MET METLIFE INC COM 0.0%
Value ($000) $83 Shares 1,750 Est. Cost $38.47 Unrealized 0.0%
ITT ITT INDUSTRIES INC 0.0%
Value ($000) $81 Shares 1,331 Est. Cost $50.19 Unrealized +20.2%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $77 Shares 597 Est. Cost $103.27 Unrealized +6.5%
BLACKROCK INC 0.0%
Value ($000) $76 Shares 171 Est. Cost $502.53 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $76 Shares 2,648 Est. Cost $26.03 Unrealized -4.0%
INFIQ INFINITY PHARMACEUTICALS INC COM 0.0%
Value ($000) $72 Shares 69,548 Est. Cost $1.77 Unrealized -22.9%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $69 Shares 637 Est. Cost $87.16 Unrealized +0.4%
LINDE PLC SHS 0.0%
Value ($000) $68 Shares 351 Est. Cost $176.64 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $66 Shares 832 Est. Cost $60.28 Unrealized +20.8%
STORE CAP CORP COM 0.0%
Value ($000) $65 Shares 1,746 Est. Cost $34.65 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $63 Shares 1,218 Est. Cost $40.36 Unrealized +6.6%
POOL POOL CORPORATION COM 0.0%
Value ($000) $63 Shares 310 Est. Cost $170.88 Unrealized +5.1%
SANTANDER CONSUMER USA HDG INC COM 0.0%
Value ($000) $62 Shares 2,435 Est. Cost $24.40 Unrealized
FAF FIRST AMERICAN CORP 0.0%
Value ($000) $62 Shares 1,055 Est. Cost $44.19 Unrealized +4.2%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $62 Shares 160 Est. Cost $290.08 Unrealized +9.1%
META FACEBOOK INC CL A 0.0%
Value ($000) $60 Shares 336 Est. Cost $150.90 Unrealized +25.1%
ARCC ARES CAP CORP COM 0.0%
Value ($000) $59 Shares 3,179 Est. Cost $9.59 Unrealized +5.0%
INTU INTUIT INC 0.0%
Value ($000) $59 Shares 220 Est. Cost $249.06 Unrealized +6.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $58 Shares 1,154 Est. Cost $44.27 Unrealized -10.1%
FLOT ISHARES MSCI FLOATING RATE NOT E FUNDING ETF 0.0%
Value ($000) $57 Shares 1,120 Est. Cost $51.10 Unrealized
V VISA INC 0.0%
Value ($000) $53 Shares 310 Est. Cost $112.56 Unrealized +51.3%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $45 Shares 478 Est. Cost $56.07 Unrealized +29.2%
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.0%
Value ($000) $43 Shares 600 Est. Cost $61.30 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $43 Shares 705 Est. Cost $43.54 Unrealized -1.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $41 Shares 350 Est. Cost $117.14 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $40 Shares 265 Est. Cost $108.42 Unrealized +20.7%
AQUA AMERICA INC COM 0.0%
Value ($000) $39 Shares 876 Est. Cost $31.95 Unrealized
SRLN SSGA ACTIVE ETF TR BLKSTN GSOSRLN 0.0%
Value ($000) $39 Shares 835 Est. Cost $47.16 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $39 Shares 701 Est. Cost $39.05 Unrealized +5.3%
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $34 Shares 500 Est. Cost $76.23 Unrealized -10.6%
FBT FIRST TR EXCHANGE TRADED FD AMEX BIOTECHNOLOGY INDEX 0.0%
Value ($000) $34 Shares 275 Est. Cost $156.25 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $31 Shares 416 Est. Cost $44.45 Unrealized +18.3%
FXH FIRST TR EXCH TRADED FD HEALTH CARE ALPHADEX FD 0.0%
Value ($000) $30 Shares 400 Est. Cost $68.87 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $28 Shares 330 Est. Cost $58.61 Unrealized +20.6%
ADAMS EXPRESS CO 0.0%
Value ($000) $28 Shares 1,750 Est. Cost $13.57 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $27 Shares 22 Est. Cost $38.65 Unrealized +51.9%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $26 Shares 4,000 Est. Cost $5.50 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $25 Shares 150 Est. Cost $140.00 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $25 Shares 883 Est. Cost $48.20 Unrealized -56.1%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $25 Shares 251 Est. Cost $72.09 Unrealized +10.7%
DORM DORMAN PRODUCTS INC COM 0.0%
Value ($000) $24 Shares 300 Est. Cost $79.15 Unrealized -1.9%
EBAY EBAY INC 0.0%
Value ($000) $23 Shares 581 Est. Cost $31.98 Unrealized +12.6%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $22 Shares 100 Est. Cost $135.60 Unrealized +35.2%
MRCY MERCURY SYS INC COM 0.0%
Value ($000) $22 Shares 267 Est. Cost $69.39 Unrealized +13.8%
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $21 Shares 1,071 Est. Cost $20.03 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $20 Shares 700 Est. Cost $19.66 Unrealized +24.9%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $20 Shares 152 Est. Cost $98.76 Unrealized +35.9%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $19 Shares 420 Est. Cost $25.02 Unrealized +49.9%
BB&T CORP COM 0.0%
Value ($000) $19 Shares 355 Est. Cost $49.71 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $18 Shares 67 Est. Cost $216.93 Unrealized +12.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $18 Shares 190 Est. Cost $53.42 Unrealized +32.0%
EWW ISHARES INC MSCI MEXICO 0.0%
Value ($000) $17 Shares 400 Est. Cost $65.00 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $17 Shares 358 Est. Cost $36.37 Unrealized -10.0%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $16 Shares 140 Est. Cost $101.87 Unrealized +0.8%
CTVA CORTEVA INC COM 0.0%
Value ($000) $16 Shares 571 Est. Cost $25.06 Unrealized +6.4%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $16 Shares 295 Est. Cost $33.78 Unrealized +38.2%
TRI CONTINENTAL CORPCOM 0.0%
Value ($000) $15 Shares 550 Est. Cost $24.26 Unrealized
VST VISTRA ENERGY CORP COM 0.0%
Value ($000) $14 Shares 534 Est. Cost $21.56 Unrealized -4.6%
DIA SPDR DOW JONES INDUSTRIAL ETF 0.0%
Value ($000) $13 Shares 50 Est. Cost $230.00 Unrealized
GOOGL GOOGLE INC 0.0%
Value ($000) $13 Shares 11 Est. Cost $38.37 Unrealized +53.2%
GDDY GODADDY INC CL A 0.0%
Value ($000) $13 Shares 200 Est. Cost $75.41 Unrealized -10.1%
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $13 Shares 261 Est. Cost $51.25 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $12 Shares 40 Est. Cost $281.62 Unrealized 0.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $12 Shares 47 Est. Cost $217.43 Unrealized +2.8%
DELPHI AUTOMOTIVE PLC COM 0.0%
Value ($000) $11 Shares 125 Est. Cost $88.00 Unrealized
CME CHICAGO MERCANTILE HLDGS INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $164.33 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $10 Shares 134 Est. Cost $74.84 Unrealized -24.2%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $10 Shares 44 Est. Cost $290.70 Unrealized -19.9%
SYK STRYKER CORP 0.0%
Value ($000) $10 Shares 45 Est. Cost $200.19 Unrealized 0.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $10 Shares 234 Est. Cost $35.56 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 24 Est. Cost $341.35 Unrealized +2.4%
TUR ISHARES MSCI TURKEY INDEX FUND 0.0%
Value ($000) $9 Shares 345 Est. Cost $24.57 Unrealized
SPECIAL OPPORTUNITIES FD INC PFD CONV SE B 0.0%
Value ($000) $8 Shares 322 Est. Cost $24.84 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $68.44 Unrealized 0.0%
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.0%
Value ($000) $8 Shares 812 Est. Cost $12.88 Unrealized
NV5 GLOBAL INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $80.00 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $7 Shares 67 Est. Cost $80.28 Unrealized +52.3%
WMT WALMART INC COM 0.0%
Value ($000) $7 Shares 57 Est. Cost $21.39 Unrealized +61.1%
NFLX NETFLIX INC COM 0.0%
Value ($000) $7 Shares 25 Est. Cost $34.67 Unrealized -9.7%
GM GENERAL MOTORS CORP 0.0%
Value ($000) $6 Shares 172 Est. Cost $29.39 Unrealized +22.5%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $6 Shares 110 Est. Cost $40.98 Unrealized -10.3%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $112.40 Unrealized -1.2%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.0%
Value ($000) $6 Shares 152 Est. Cost $46.05 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $6 Shares 41 Est. Cost $108.00 Unrealized +20.0%
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $6 Shares 28 Est. Cost $120.52 Unrealized +80.2%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $6 Shares 99 Est. Cost $34.85 Unrealized +37.9%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $6 Shares 500 Est. Cost $10.00 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $6 Shares 159 Est. Cost $37.24 Unrealized 0.0%
IYR ISHARES US REAL ESTATE ETF 0.0%
Value ($000) $6 Shares 60 Est. Cost $66.67 Unrealized
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $87.79 Unrealized +16.4%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $5 Shares 47 Est. Cost $80.65 Unrealized +12.2%
DCO DUCOMMUN INC DEL COM 0.0%
Value ($000) $5 Shares 117 Est. Cost $44.85 Unrealized -3.8%
KR KROGER CO COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $23.61 Unrealized -14.1%
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $83.33 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $5 Shares 74 Est. Cost $27.24 Unrealized -4.9%
AFL AFLAC INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $31.73 Unrealized +43.0%
CYRX CRYOPORT INC COM PAR $0.001 0.0%
Value ($000) $5 Shares 334 Est. Cost $15.87 Unrealized +26.3%
MS MORGAN STANLEY 0.0%
Value ($000) $5 Shares 109 Est. Cost $38.66 Unrealized -9.4%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $5 Shares 85 Est. Cost $42.92 Unrealized +32.1%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $42.45 Unrealized -11.4%
AMZN AMAZON.COM INC 0.0%
Value ($000) $5 Shares 3 Est. Cost $84.19 Unrealized +10.1%
C CITIGROUP INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $46.77 Unrealized +15.8%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $5 Shares 68 Est. Cost $55.56 Unrealized +12.5%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $5 Shares 59 Est. Cost $66.05 Unrealized -0.4%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $4 Shares 78 Est. Cost $53.12 Unrealized -9.2%
FXD FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY 0.0%
Value ($000) $4 Shares 93 Est. Cost $39.87 Unrealized
INDY ISHARES TR S&P INDIANIFTY 50 INDEX FD 0.0%
Value ($000) $4 Shares 105 Est. Cost $38.39 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $304.33 Unrealized -15.7%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $48.84 Unrealized -14.6%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $4 Shares 26 Est. Cost $95.19 Unrealized +31.5%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 260 Est. Cost $22.16 Unrealized -24.3%
E TRADE FINANCIAL CORP COM NEW 0.0%
Value ($000) $4 Shares 86 Est. Cost $46.51 Unrealized
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 267 Est. Cost $16.14 Unrealized +2.1%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $4 Shares 90 Est. Cost $37.69 Unrealized +17.0%
DMRC DIGIMARC CORP NEW COM 0.0%
Value ($000) $3 Shares 86 Est. Cost $21.92 Unrealized +96.8%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $3 Shares 80 Est. Cost $33.13 Unrealized -16.7%
EVOFEM BIOSCIENCES INC COM 0.0%
Value ($000) $3 Shares 667 Est. Cost $6.00 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $3 Shares 36 Est. Cost $53.34 Unrealized +6.8%
SSTI SHOTSPOTTER INC COM 0.0%
Value ($000) $3 Shares 117 Est. Cost $46.78 Unrealized -30.7%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.74 Unrealized
VPL VANGUARD PACIFIC STOCK 0.0%
Value ($000) $3 Shares 50 Est. Cost $71.21 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.0%
Value ($000) $2 Shares 12 Est. Cost $104.62 Unrealized +68.7%
ICF ISHARES COHEN & STEERS RLTY 0.0%
Value ($000) $2 Shares 20 Est. Cost $78.49 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $96.40 Unrealized +176.0%
BLUEBIRD BIO INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $117.65 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $61.77 Unrealized 0.0%
LQD ISHARES IBOXX CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.94 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $133.81 Unrealized +43.9%
GLOBAL BLOOD THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $30.44 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $62.64 Unrealized -22.8%
LOW LOWES COS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $68.89 Unrealized +36.5%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $46.19 Unrealized +8.5%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $64.93 Unrealized +16.3%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $54.29 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $118.19 Unrealized -8.9%
FDX FEDEX CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $117.03 Unrealized +22.4%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $34.73 Unrealized +26.6%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $1 Shares 132 Est. Cost $13.59 Unrealized -9.6%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $1 Shares 16 Est. Cost $32.82 Unrealized +53.5%
CHARDAN HEALTHCARE ACQUISITION UNIT EX 121323 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
BKLN POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.79 Unrealized
BUD ANHEUSER BUSCH 0.0%
Value ($000) $1 Shares 14 Est. Cost $116.45 Unrealized
ALC ALCON INC ORD SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $57.87 Unrealized +2.2%
IVERIC BIO INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $60.00 Unrealized
AMERICAN INTL GROUP INC WT EXP 011921 0.0%
Value ($000) $0 Shares 26 Est. Cost Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SPEU SPDR PORTFOLIO EUROPE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $33.87 Unrealized
COTT CORP QUE COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CCEP COCA COLA EUROPEAN PARTNERS P SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $46.31 Unrealized 0.0%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $80.28 Unrealized
RIG TRANSOCEAN 0.0%
Value ($000) $0 Shares 5 Est. Cost $5.30 Unrealized 0.0%
SCHE SCHWAB EMERGING MARKET EQ ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.15 Unrealized +13.1%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $51.87 Unrealized -40.3%
SCHC SCHWAB INTL SMALL CAP ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SCHK SCHWAB 1000 INDEX ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
IPATH SERIES B BLOOMBERG SUGAR SUBINDEX TOTAL RETURN ETN 0.0%
Value ($000) $0 Shares 5 Est. Cost $41.80 Unrealized