NewSquare Capital LLC Diversified Active

CIK: 0001546989 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 10, 2020

Total Value ($000): $604,130 (100.0% shares, 0.0% debt)

Holdings (319)

PDP POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO 6.7%
Value ($000) $40,231 Shares 625,093 Est. Cost $57.94 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 6.5%
Value ($000) $39,386 Shares 675,117 Est. Cost $48.86 Unrealized
SPY SPDR S&P 500 ETF 4.6%
Value ($000) $27,675 Shares 85,986 Est. Cost $127.51 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 4.5%
Value ($000) $27,253 Shares 272,258 Est. Cost $57.47 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 4.1%
Value ($000) $24,488 Shares 337,441 Est. Cost $53.56 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 4.0%
Value ($000) $24,388 Shares 175,305 Est. Cost $87.11 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 3.8%
Value ($000) $22,656 Shares 422,459 Est. Cost $71.24 Unrealized
FXU FIRST TRUST UTILITIES ALPHADEX FUND 3.3%
Value ($000) $19,963 Shares 683,424 Est. Cost $28.78 Unrealized
AGG ISHARES AGGREGATE BOND ETF 3.2%
Value ($000) $19,153 Shares 170,447 Est. Cost $91.34 Unrealized
JNK SPDR HIGH YIELD BOND ETF 3.1%
Value ($000) $18,705 Shares 170,764 Est. Cost $108.96 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 3.1%
Value ($000) $18,437 Shares 550,186 Est. Cost $31.93 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 3.0%
Value ($000) $17,907 Shares 308,850 Est. Cost $70.34 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 2.6%
Value ($000) $15,734 Shares 321,172 Est. Cost $45.56 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 2.3%
Value ($000) $13,878 Shares 84,820 Est. Cost $118.72 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2.1%
Value ($000) $12,772 Shares 289,887 Est. Cost $37.83 Unrealized
TFI SPDR MUNICIPAL BOND ETF 1.9%
Value ($000) $11,422 Shares 225,825 Est. Cost $48.26 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 1.9%
Value ($000) $11,400 Shares 134,699 Est. Cost $83.65 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 1.9%
Value ($000) $11,285 Shares 54,831 Est. Cost $143.88 Unrealized
MBB ISHARES MBS BOND ETF 1.9%
Value ($000) $11,215 Shares 103,784 Est. Cost $87.92 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 1.8%
Value ($000) $11,162 Shares 133,101 Est. Cost $82.03 Unrealized
SPIB SPDR SER TR LEHMAN INTERMEDIATE TERM CR BD ETF 1.7%
Value ($000) $10,256 Shares 290,450 Est. Cost $33.21 Unrealized
SPLB SPDR SER TR BARCLAYS CAPITAL LONG TERM CR BD ETF 1.6%
Value ($000) $9,937 Shares 330,015 Est. Cost $30.11 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 1.2%
Value ($000) $7,287 Shares 94,868 Est. Cost $57.55 Unrealized
PIZ POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORT 1.1%
Value ($000) $6,439 Shares 223,578 Est. Cost $28.11 Unrealized
PIE POWERSHARES DWA EMERGING MARKETS 1.0%
Value ($000) $6,240 Shares 325,847 Est. Cost $19.62 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 0.9%
Value ($000) $5,395 Shares 61,853 Est. Cost $83.13 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.8%
Value ($000) $4,798 Shares 89,273 Est. Cost $46.86 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $4,084 Shares 91,836 Est. Cost $37.01 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.6%
Value ($000) $3,714 Shares 20,815 Est. Cost $143.25 Unrealized
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 0.6%
Value ($000) $3,537 Shares 94,106 Est. Cost $37.84 Unrealized
ISHARES GOLD TRUST ETF 0.6%
Value ($000) $3,401 Shares 234,570 Est. Cost $12.33 Unrealized
PGF POWERSHARES FINANCIAL PREFERRED ETF 0.5%
Value ($000) $3,067 Shares 162,512 Est. Cost $18.41 Unrealized
WU WESTERN UNION COMPANY 0.5%
Value ($000) $3,016 Shares 112,604 Est. Cost $17.96 Unrealized
HYD MARKET VECTORS ETF HIGH YIELD MUNI INDEX 0.5%
Value ($000) $2,952 Shares 46,096 Est. Cost $63.41 Unrealized
TGT TARGET CORP COM 0.5%
Value ($000) $2,898 Shares 22,601 Est. Cost $48.95 Unrealized +103.9%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $2,838 Shares 46,228 Est. Cost $31.83 Unrealized +34.4%
KMB KIMBERLY CLARK CORP COM 0.5%
Value ($000) $2,761 Shares 20,070 Est. Cost $83.21 Unrealized +30.7%
CMI CUMMINS INC COM 0.5%
Value ($000) $2,740 Shares 15,310 Est. Cost $122.26 Unrealized +23.6%
SO SOUTHERN CO COM 0.4%
Value ($000) $2,667 Shares 41,865 Est. Cost $35.27 Unrealized +38.7%
BX BLACKSTONE GROUP LP 0.4%
Value ($000) $2,662 Shares 47,582 Est. Cost $32.36 Unrealized +30.1%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.4%
Value ($000) $2,566 Shares 27,996 Est. Cost $72.18 Unrealized
VLO VALERO ENERGY CORP 0.4%
Value ($000) $2,538 Shares 27,099 Est. Cost $49.10 Unrealized +49.9%
EWZ ISHARES MSCI BRAZIL INDEX FD ETF 0.4%
Value ($000) $2,517 Shares 53,055 Est. Cost $42.40 Unrealized
ISHARES MSCI RUSSIA ETF 0.4%
Value ($000) $2,515 Shares 58,950 Est. Cost $31.17 Unrealized
T AT&T INC COM 0.4%
Value ($000) $2,481 Shares 63,484 Est. Cost $15.00 Unrealized +25.8%
MUB ISHARES AMT-FREE MUNI BOND ETF 0.4%
Value ($000) $2,479 Shares 21,765 Est. Cost $94.04 Unrealized
LYB LYONDELLBASELL 0.4%
Value ($000) $2,455 Shares 25,986 Est. Cost $60.52 Unrealized +1.0%
AMGN AMGEN INC 0.4%
Value ($000) $2,409 Shares 9,991 Est. Cost $148.59 Unrealized +22.9%
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 0.4%
Value ($000) $2,389 Shares 19,048 Est. Cost $87.01 Unrealized
IYY ISHARES TR DOW JONES U S TOTAL MKT INDEX 0.4%
Value ($000) $2,305 Shares 14,440 Est. Cost $145.26 Unrealized
ETN EATON CORP PLC SHS 0.4%
Value ($000) $2,298 Shares 24,264 Est. Cost $68.32 Unrealized +16.7%
IJR ISHARES S&P SMALLCAP 600 ETF 0.4%
Value ($000) $2,242 Shares 26,738 Est. Cost $75.54 Unrealized
MMM 3M CO COM 0.4%
Value ($000) $2,238 Shares 12,686 Est. Cost $110.72 Unrealized +0.9%
PFG PRINCIPAL FINL GROUP INC COM 0.4%
Value ($000) $2,216 Shares 40,293 Est. Cost $36.35 Unrealized +18.8%
PFE PFIZER INC COM 0.4%
Value ($000) $2,213 Shares 56,483 Est. Cost $22.57 Unrealized +18.3%
ETR ENTERGY CORP NEW COM 0.4%
Value ($000) $2,149 Shares 17,941 Est. Cost $27.13 Unrealized +73.9%
HPQ HP INC COM 0.4%
Value ($000) $2,139 Shares 104,090 Est. Cost $11.25 Unrealized +36.1%
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $2,135 Shares 15,926 Est. Cost $96.81 Unrealized +3.2%
PSX PHILLIPS 66 0.4%
Value ($000) $2,128 Shares 19,105 Est. Cost $69.70 Unrealized +25.3%
SNY SANOFI SA 0.3%
Value ($000) $2,113 Shares 42,092 Est. Cost $44.66 Unrealized
PEP PEPSICO INC COM 0.3%
Value ($000) $2,100 Shares 15,365 Est. Cost $95.75 Unrealized +17.8%
SEAGATE TECHNOLOGY 0.3%
Value ($000) $2,092 Shares 35,166 Est. Cost $53.31 Unrealized
ULST SPDR SSGA ULTRA SHORT TERM BOND ETF 0.3%
Value ($000) $2,037 Shares 50,418 Est. Cost $40.43 Unrealized
ROYAL DUTCH SHELL PLC-ADR 0.3%
Value ($000) $2,021 Shares 34,261 Est. Cost $65.23 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.3%
Value ($000) $1,985 Shares 42,825 Est. Cost $34.77 Unrealized +2.7%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $1,949 Shares 27,926 Est. Cost $55.38 Unrealized -6.0%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,921 Shares 16,412 Est. Cost $80.96 Unrealized +14.7%
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $1,880 Shares 24,647 Est. Cost $49.35 Unrealized +27.3%
GIS GENERAL MLS INC COM 0.3%
Value ($000) $1,842 Shares 34,396 Est. Cost $34.40 Unrealized +24.4%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $1,835 Shares 15,230 Est. Cost $90.05 Unrealized -0.4%
EWT ISHARES MSCI TAIWAN ETF 0.3%
Value ($000) $1,822 Shares 44,300 Est. Cost $41.13 Unrealized
ENZL ISHARES MSCI NEW ZEALAND CAPPED ETF 0.3%
Value ($000) $1,804 Shares 31,240 Est. Cost $53.56 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $1,783 Shares 37,167 Est. Cost $22.82 Unrealized +69.0%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.3%
Value ($000) $1,776 Shares 31,389 Est. Cost $55.24 Unrealized
ANNALY CAPITAL MANAGEMENT INC 0.3%
Value ($000) $1,768 Shares 187,676 Est. Cost $9.77 Unrealized
OMC OMNICOM GROUP INC COM 0.3%
Value ($000) $1,706 Shares 21,061 Est. Cost $62.52 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,579 Shares 24,305 Est. Cost $51.80 Unrealized -1.0%
LEG LEGGETT & PLATT INC COM 0.3%
Value ($000) $1,546 Shares 30,412 Est. Cost $41.26 Unrealized +18.8%
TD TORONTO DOMINION BANK 0.3%
Value ($000) $1,544 Shares 27,508 Est. Cost $54.38 Unrealized +4.3%
BROOKFIELD PROPERTY PARTNERS NON-TRADEABLE ASSET C 0.2%
Value ($000) $1,420 Shares 77,694 Est. Cost $21.09 Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $1,200 Shares 23,696 Est. Cost $50.64 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $937 Shares 10,662 Est. Cost $68.20 Unrealized +9.2%
RNG RINGCENTRAL INC CL A 0.2%
Value ($000) $925 Shares 5,487 Est. Cost $117.19 Unrealized +40.7%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.2%
Value ($000) $921 Shares 15,323 Est. Cost $60.05 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.1%
Value ($000) $854 Shares 21,020 Est. Cost $28.48 Unrealized 0.0%
CMC COMMERCIAL METALS CO COM 0.1%
Value ($000) $847 Shares 38,040 Est. Cost $18.29 Unrealized 0.0%
WSO WATSCO INC COM 0.1%
Value ($000) $812 Shares 4,510 Est. Cost $175.89 Unrealized 0.0%
PZA POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL 0.1%
Value ($000) $768 Shares 29,030 Est. Cost $25.55 Unrealized
MLN MARKET VECTORS - AMT FREE MUNI 0.1%
Value ($000) $761 Shares 36,225 Est. Cost $20.50 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $758 Shares 2,816 Est. Cost $54.40 Unrealized +13.8%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $746 Shares 13,935 Est. Cost $40.81 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $708 Shares 1,460 Est. Cost $409.58 Unrealized +12.4%
NDAQ NASDAQ STK MKT INC 0.1%
Value ($000) $691 Shares 6,455 Est. Cost $28.65 Unrealized +8.9%
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.1%
Value ($000) $691 Shares 2,705 Est. Cost $233.98 Unrealized 0.0%
NEW ORIENTAL ED & TECH GRP INC SPON ADR 0.1%
Value ($000) $669 Shares 5,520 Est. Cost $112.06 Unrealized
GPN GLOBAL PMTS INC COM 0.1%
Value ($000) $656 Shares 3,592 Est. Cost $156.52 Unrealized +4.5%
AMEDISYS INC COM 0.1%
Value ($000) $643 Shares 3,855 Est. Cost $166.80 Unrealized
RGEN REPLIGEN CORP COM 0.1%
Value ($000) $641 Shares 6,925 Est. Cost $84.01 Unrealized 0.0%
USDU WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND 0.1%
Value ($000) $620 Shares 23,265 Est. Cost $26.87 Unrealized
HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD 0.1%
Value ($000) $620 Shares 6,213 Est. Cost $100.13 Unrealized
ABG ASBURY AUTOMOTIVE GROUP INC COM 0.1%
Value ($000) $603 Shares 5,390 Est. Cost $107.60 Unrealized 0.0%
OKTA OKTA INC CL A 0.1%
Value ($000) $594 Shares 5,150 Est. Cost $115.13 Unrealized 0.0%
KIRKLAND LAKE GOLD LTD COM 0.1%
Value ($000) $584 Shares 13,250 Est. Cost $44.72 Unrealized
WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND 0.1%
Value ($000) $581 Shares 15,660 Est. Cost $40.09 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $579 Shares 3,710 Est. Cost $145.94 Unrealized 0.0%
FXY CURRENCYSHARES JAPANESE YEN ETF 0.1%
Value ($000) $566 Shares 6,470 Est. Cost $86.55 Unrealized
MSFT MICROSOFT 0.1%
Value ($000) $510 Shares 3,237 Est. Cost $107.53 Unrealized +29.5%
EWH ISHARES INC MSCI HONG KONG INDEX FD 0.1%
Value ($000) $488 Shares 20,070 Est. Cost $24.26 Unrealized
VSS VANGUARD FTSE ALL WORLD EX-US ETF 0.1%
Value ($000) $468 Shares 4,215 Est. Cost $111.63 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.1%
Value ($000) $462 Shares 8,315 Est. Cost $55.56 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.1%
Value ($000) $458 Shares 5,629 Est. Cost $80.86 Unrealized
PGX POWERSHARES GLOBAL PREFERRED ETF 0.1%
Value ($000) $421 Shares 28,032 Est. Cost $14.94 Unrealized
RVNU DBX ETF TR DB X-TRACKERS MUN INFRASTRUCTURE REV FD 0.1%
Value ($000) $419 Shares 14,900 Est. Cost $22.85 Unrealized
ORI OLD REP INTL CORP COM 0.1%
Value ($000) $409 Shares 18,289 Est. Cost $13.83 Unrealized 0.0%
AAPL APPLE INC 0.1%
Value ($000) $395 Shares 1,344 Est. Cost $37.90 Unrealized +63.6%
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $280 Shares 2,650 Est. Cost $99.62 Unrealized
PG PROCTER & GAMBLE CO COM 0.0%
Value ($000) $261 Shares 2,092 Est. Cost $64.52 Unrealized +63.1%
HON HONEYWELL INTL INC 0.0%
Value ($000) $241 Shares 1,361 Est. Cost $105.04 Unrealized +37.0%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $229 Shares 1,645 Est. Cost $82.21 Unrealized +32.2%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $220 Shares 1,115 Est. Cost $147.31 Unrealized +16.7%
PVI INVESCO VRDO TAX-FREE WEEKLY ETF 0.0%
Value ($000) $199 Shares 7,990 Est. Cost $24.90 Unrealized
STORE CAP CORP COM 0.0%
Value ($000) $196 Shares 5,269 Est. Cost $36.36 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $193 Shares 495 Est. Cost $313.59 Unrealized +3.6%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $193 Shares 1,980 Est. Cost $81.16 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $193 Shares 1,702 Est. Cost $90.54 Unrealized +2.2%
POOL POOL CORPORATION COM 0.0%
Value ($000) $189 Shares 890 Est. Cost $185.16 Unrealized +4.1%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $188 Shares 2,925 Est. Cost $45.03 Unrealized +0.4%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $188 Shares 949 Est. Cost $180.55 Unrealized -1.6%
FAF FIRST AMERICAN CORP 0.0%
Value ($000) $178 Shares 3,060 Est. Cost $47.68 Unrealized +3.9%
MRK MERCK & CO INC 0.0%
Value ($000) $167 Shares 1,841 Est. Cost $51.22 Unrealized +31.9%
ARCC ARES CAP CORP COM 0.0%
Value ($000) $167 Shares 8,945 Est. Cost $10.05 Unrealized +2.5%
V VISA INC 0.0%
Value ($000) $163 Shares 870 Est. Cost $151.17 Unrealized +14.1%
BA BOEING CO COM 0.0%
Value ($000) $144 Shares 443 Est. Cost $246.86 Unrealized +42.2%
FLOT ISHARES MSCI FLOATING RATE NOT E FUNDING ETF 0.0%
Value ($000) $136 Shares 2,665 Est. Cost $51.06 Unrealized
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND 0.0%
Value ($000) $131 Shares 2,390 Est. Cost $54.58 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $119 Shares 1,020 Est. Cost $116.83 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $118 Shares 1,035 Est. Cost $79.85 Unrealized +27.9%
GOOGL GOOGLE INC 0.0%
Value ($000) $115 Shares 86 Est. Cost $60.74 Unrealized +5.4%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $109 Shares 330 Est. Cost $205.77 Unrealized +47.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $108 Shares 996 Est. Cost $74.53 Unrealized +39.5%
ABT ABBOTT LABS COM 0.0%
Value ($000) $108 Shares 1,240 Est. Cost $51.57 Unrealized +46.0%
META FACEBOOK INC CL A 0.0%
Value ($000) $106 Shares 516 Est. Cost $165.36 Unrealized +16.3%
INTC INTEL CORP COM 0.0%
Value ($000) $103 Shares 1,728 Est. Cost $42.99 Unrealized +14.6%
ITT ITT INDUSTRIES INC 0.0%
Value ($000) $98 Shares 1,331 Est. Cost $50.19 Unrealized +32.4%
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $91 Shares 308 Est. Cost $226.05 Unrealized +4.7%
MET METLIFE INC COM 0.0%
Value ($000) $89 Shares 1,750 Est. Cost $38.47 Unrealized +2.2%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $87 Shares 597 Est. Cost $103.27 Unrealized +10.5%
BLACKROCK INC 0.0%
Value ($000) $86 Shares 171 Est. Cost $502.53 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $82 Shares 1,820 Est. Cost $34.90 Unrealized +8.5%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $80 Shares 1,091 Est. Cost $60.79 Unrealized +26.4%
MA MASTERCARD INC 0.0%
Value ($000) $79 Shares 266 Est. Cost $268.60 Unrealized +1.5%
GLW CORNING INC COM 0.0%
Value ($000) $77 Shares 2,648 Est. Cost $26.03 Unrealized -6.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $75 Shares 230 Est. Cost $295.48 Unrealized +1.0%
LINDE PLC SHS 0.0%
Value ($000) $75 Shares 351 Est. Cost $176.64 Unrealized
INFIQ INFINITY PHARMACEUTICALS INC COM 0.0%
Value ($000) $67 Shares 69,548 Est. Cost $1.77 Unrealized -38.0%
XYL XYLEM INC COM 0.0%
Value ($000) $66 Shares 832 Est. Cost $60.28 Unrealized +20.1%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $66 Shares 455 Est. Cost $123.37 Unrealized +10.0%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $63 Shares 47 Est. Cost $52.16 Unrealized +22.8%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $62 Shares 1,154 Est. Cost $44.27 Unrealized +1.0%
HD HOME DEPOT 0.0%
Value ($000) $61 Shares 280 Est. Cost $194.99 Unrealized 0.0%
WMT WALMART INC COM 0.0%
Value ($000) $61 Shares 517 Est. Cost $34.72 Unrealized +4.8%
BAC BANK AMER CORP COM 0.0%
Value ($000) $58 Shares 1,650 Est. Cost $24.34 Unrealized +14.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $57 Shares 334 Est. Cost $118.04 Unrealized +22.9%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $54 Shares 955 Est. Cost $40.89 Unrealized 0.0%
ADBE ADOBE SYS INC 0.0%
Value ($000) $53 Shares 160 Est. Cost $294.23 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $52 Shares 324 Est. Cost $120.14 Unrealized +0.0%
KO COCA COLA CO COM 0.0%
Value ($000) $51 Shares 920 Est. Cost $44.30 Unrealized +0.5%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $50 Shares 170 Est. Cost $271.52 Unrealized 0.0%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $49 Shares 470 Est. Cost $77.71 Unrealized +19.8%
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.0%
Value ($000) $46 Shares 600 Est. Cost $61.30 Unrealized
LIBERTY ALL-STAR GROWTH FD INC COM 0.0%
Value ($000) $45 Shares 6,884 Est. Cost $6.54 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $45 Shares 478 Est. Cost $56.07 Unrealized +32.4%
AWK AMERICAN WATER WORKS CO 0.0%
Value ($000) $42 Shares 340 Est. Cost $108.00 Unrealized 0.0%
RAYTHEON CO COM NEW 0.0%
Value ($000) $42 Shares 190 Est. Cost $221.05 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $42 Shares 705 Est. Cost $43.54 Unrealized +18.6%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $42 Shares 701 Est. Cost $39.05 Unrealized +13.5%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $41 Shares 265 Est. Cost $108.42 Unrealized +14.9%
AQUA AMERICA INC COM 0.0%
Value ($000) $41 Shares 876 Est. Cost $31.95 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $41 Shares 180 Est. Cost $217.17 Unrealized 0.0%
DHR DANAHER CORP 0.0%
Value ($000) $40 Shares 260 Est. Cost $122.98 Unrealized 0.0%
UNP UNION PACIFIC CORP COM 0.0%
Value ($000) $38 Shares 210 Est. Cost $149.35 Unrealized 0.0%
ZTS ZOETIS INC COM CL A 0.0%
Value ($000) $38 Shares 290 Est. Cost $118.09 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $38 Shares 445 Est. Cost $68.13 Unrealized +0.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $37 Shares 430 Est. Cost $70.68 Unrealized 0.0%
ABBV ABBVIE INC COM 0.0%
Value ($000) $37 Shares 416 Est. Cost $44.45 Unrealized +45.4%
INGERSOLL-RAND PLC SHS 0.0%
Value ($000) $37 Shares 280 Est. Cost $132.14 Unrealized
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $36 Shares 1,415 Est. Cost $25.44 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $35 Shares 19 Est. Cost $87.83 Unrealized +0.8%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $35 Shares 100 Est. Cost $335.06 Unrealized -0.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $35 Shares 409 Est. Cost $64.87 Unrealized -7.5%
FXH FIRST TR EXCH TRADED FD HEALTH CARE ALPHADEX FD 0.0%
Value ($000) $34 Shares 400 Est. Cost $68.87 Unrealized
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $33 Shares 500 Est. Cost $76.23 Unrealized -16.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $33 Shares 155 Est. Cost $142.35 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $30 Shares 330 Est. Cost $58.61 Unrealized +22.5%
ADAMS EXPRESS CO 0.0%
Value ($000) $28 Shares 1,750 Est. Cost $13.57 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $28 Shares 80 Est. Cost $276.89 Unrealized +14.7%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $27 Shares 4,000 Est. Cost $5.50 Unrealized
BCRX BIOCRYST PHARMACEUTICALS COM 0.0%
Value ($000) $26 Shares 7,500 Est. Cost $2.52 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $24 Shares 82 Est. Cost $292.68 Unrealized
DORM DORMAN PRODUCTS INC COM 0.0%
Value ($000) $23 Shares 300 Est. Cost $79.15 Unrealized -4.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $23 Shares 100 Est. Cost $187.49 Unrealized 0.0%
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $21 Shares 1,071 Est. Cost $20.03 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $21 Shares 581 Est. Cost $31.98 Unrealized +2.1%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $21 Shares 1,370 Est. Cost $10.97 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $20 Shares 358 Est. Cost $36.37 Unrealized +0.9%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $19 Shares 1,675 Est. Cost $11.34 Unrealized
EWW ISHARES INC MSCI MEXICO 0.0%
Value ($000) $18 Shares 400 Est. Cost $65.00 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $18 Shares 355 Est. Cost $29.77 Unrealized -3.3%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $18 Shares 140 Est. Cost $101.87 Unrealized +5.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $17 Shares 190 Est. Cost $53.42 Unrealized +34.4%
CTVA CORTEVA INC COM 0.0%
Value ($000) $17 Shares 571 Est. Cost $25.06 Unrealized -2.2%
SRLN SSGA ACTIVE ETF TR BLKSTN GSOSRLN 0.0%
Value ($000) $17 Shares 355 Est. Cost $47.16 Unrealized
CROX CROCS INC COM 0.0%
Value ($000) $17 Shares 400 Est. Cost $34.93 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $16 Shares 295 Est. Cost $33.78 Unrealized +35.8%
TRI CONTINENTAL CORPCOM 0.0%
Value ($000) $16 Shares 550 Est. Cost $24.26 Unrealized
IVV ISHARES S&P 500 INDEX 0.0%
Value ($000) $16 Shares 50 Est. Cost $320.00 Unrealized
DIA SPDR DOW JONES INDUSTRIAL ETF 0.0%
Value ($000) $14 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
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $13 Shares 47 Est. Cost $217.43 Unrealized +4.1%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $13 Shares 44 Est. Cost $290.70 Unrealized -4.6%
FBT FIRST TR EXCHANGE TRADED FD AMEX BIOTECHNOLOGY INDEX 0.0%
Value ($000) $13 Shares 90 Est. Cost $156.25 Unrealized
DELPHI AUTOMOTIVE PLC COM 0.0%
Value ($000) $12 Shares 125 Est. Cost $88.00 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $12 Shares 383 Est. Cost $48.20 Unrealized -53.1%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $12 Shares 117 Est. Cost $72.09 Unrealized +19.6%
ITUB ITAU UNIBANCO HLDG SA SPON ADR REP PFD 0.0%
Value ($000) $12 Shares 1,353 Est. Cost $8.87 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $68.44 Unrealized +23.9%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 234 Est. Cost $35.56 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $10 Shares 65 Est. Cost $135.93 Unrealized +1.2%
CME CHICAGO MERCANTILE HLDGS INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $164.33 Unrealized -1.4%
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.0%
Value ($000) $9 Shares 812 Est. Cost $12.88 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $9 Shares 45 Est. Cost $200.19 Unrealized -3.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $8 Shares 149 Est. Cost $23.85 Unrealized 0.0%
SPECIAL OPPORTUNITIES FD INC PFD CONV SE B 0.0%
Value ($000) $8 Shares 322 Est. Cost $24.84 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $8 Shares 25 Est. Cost $34.67 Unrealized -14.5%
TUR ISHARES MSCI TURKEY INDEX FUND 0.0%
Value ($000) $8 Shares 305 Est. Cost $24.57 Unrealized
COLONY CAP INC NEW CL A COM 0.0%
Value ($000) $7 Shares 1,494 Est. Cost $4.69 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $112.40 Unrealized +9.4%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.0%
Value ($000) $6 Shares 152 Est. Cost $46.05 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $23.61 Unrealized -1.5%
MS MORGAN STANLEY 0.0%
Value ($000) $6 Shares 109 Est. Cost $38.66 Unrealized +1.1%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $6 Shares 59 Est. Cost $66.05 Unrealized +2.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $6 Shares 99 Est. Cost $34.85 Unrealized +41.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $6 Shares 159 Est. Cost $37.24 Unrealized +5.7%
IYR ISHARES US REAL ESTATE ETF 0.0%
Value ($000) $6 Shares 60 Est. Cost $66.67 Unrealized
CHINA LIFE INS CO LTD SPON ADR REP H 0.0%
Value ($000) $6 Shares 450 Est. Cost $13.33 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $6 Shares 39 Est. Cost $153.85 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $6 Shares 75 Est. Cost $46.77 Unrealized +26.7%
THD ISHARES INCORPORATED MSCI THAILAND 0.0%
Value ($000) $6 Shares 70 Est. Cost $83.02 Unrealized
GM GENERAL MOTORS CORP 0.0%
Value ($000) $6 Shares 172 Est. Cost $29.39 Unrealized +16.9%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $6 Shares 41 Est. Cost $108.00 Unrealized +10.4%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $5 Shares 85 Est. Cost $42.92 Unrealized +26.0%
AFL AFLAC INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $31.73 Unrealized +44.5%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $5 Shares 90 Est. Cost $37.69 Unrealized +23.6%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $5 Shares 50 Est. Cost $80.00 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKTS 0.0%
Value ($000) $5 Shares 102 Est. Cost $49.02 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $5 Shares 68 Est. Cost $55.56 Unrealized +6.4%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $5 Shares 74 Est. Cost $27.24 Unrealized -10.0%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $5 Shares 47 Est. Cost $80.65 Unrealized +14.6%
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $83.33 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $4 Shares 26 Est. Cost $95.19 Unrealized +46.5%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $87.79 Unrealized +9.2%
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.00 Unrealized
VO VANGUARD MID CAP 0.0%
Value ($000) $4 Shares 20 Est. Cost $200.00 Unrealized
E TRADE FINANCIAL CORP COM NEW 0.0%
Value ($000) $4 Shares 86 Est. Cost $46.51 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $4 Shares 78 Est. Cost $53.12 Unrealized -3.5%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $42.45 Unrealized -30.1%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $48.84 Unrealized -26.3%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $304.33 Unrealized -3.3%
FXD FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY 0.0%
Value ($000) $4 Shares 93 Est. Cost $39.87 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $4 Shares 61 Est. Cost $65.57 Unrealized
DMRC DIGIMARC CORP NEW COM 0.0%
Value ($000) $3 Shares 86 Est. Cost $21.92 Unrealized +63.5%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.74 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.0%
Value ($000) $3 Shares 12 Est. Cost $104.62 Unrealized +70.5%
VPL VANGUARD PACIFIC STOCK 0.0%
Value ($000) $3 Shares 50 Est. Cost $71.21 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY 0.0%
Value ($000) $3 Shares 11 Est. Cost $272.73 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 260 Est. Cost $22.16 Unrealized -48.6%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $3 Shares 36 Est. Cost $53.34 Unrealized +15.4%
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $2 Shares 56 Est. Cost $35.71 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
CCJ CAMECO CORP F 0.0%
Value ($000) $2 Shares 190 Est. Cost $9.04 Unrealized 0.0%
F FORD MOTOR COMPANY 0.0%
Value ($000) $2 Shares 210 Est. Cost $6.66 Unrealized +0.4%
LQD ISHARES IBOXX CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.94 Unrealized
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $30.44 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.11 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $133.81 Unrealized +45.1%
LOW LOWES COS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $68.89 Unrealized +48.6%
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
IVERIC BIO INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost Unrealized
WAB WABTEC 0.0%
Value ($000) $1 Shares 8 Est. Cost $71.36 Unrealized 0.0%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $1 Shares 132 Est. Cost $13.59 Unrealized -25.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $62.64 Unrealized -7.8%
GME GAMESTOP CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $1.47 Unrealized 0.0%
INDY ISHARES TR S&P INDIANIFTY 50 INDEX FD 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.39 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $54.29 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $46.19 Unrealized +18.2%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $1 Shares 16 Est. Cost $32.82 Unrealized +53.7%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
AOK ISHARES TR S&P CONSERVATIVE ALLOCATION FD 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $64.93 Unrealized +13.0%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $33.87 Unrealized
SCHK SCHWAB 1000 INDEX 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 -5.2%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
COTT CORP QUE COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
SPEU SPDR PORTFOLIO EUROPE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SCHC SCHWAB INTL SMALL CAP ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SCHE SCHWAB EMERGING MARKET EQ ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
IPATH SERIES B BLOOMBERG SUGAR SUBINDEX TOTAL RETURN ETN 0.0%
Value ($000) $0 Shares 5 Est. Cost $41.80 Unrealized
OASIS PETE INC NEW COM 0.0%
Value ($000) $0 Shares 71 Est. Cost Unrealized
RIG TRANSOCEAN 0.0%
Value ($000) $0 Shares 5 Est. Cost $5.30 Unrealized -2.9%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $51.87 Unrealized -40.8%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $80.28 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
AMERICAN INTL GROUP INC WT EXP 011921 0.0%
Value ($000) $0 Shares 26 Est. Cost Unrealized
WHITING PETROLEUM CORPORATION 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $60.00 Unrealized