Capital Wealth Planning, LLC Quant / Systematic

CIK: 0001566728 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 2, 2019

Total Value ($000): $1,378,959 (100.0% shares, 0.0% debt)

Holdings (261)

MCD MCDONALDS CORP 5.5%
Value ($000) $75,200 Shares 362,133 Est. Cost $168.61 Unrealized +0.7%
JPM JPMORGAN CHASE & CO 5.4%
Value ($000) $74,349 Shares 665,018 Est. Cost $91.99 Unrealized +0.0%
HD HOME DEPOT INC 4.7%
Value ($000) $64,990 Shares 312,498 Est. Cost $169.12 Unrealized +0.3%
DIS DISNEY WALT CO 4.7%
Value ($000) $64,367 Shares 460,947 Est. Cost $127.48 Unrealized +0.4%
WMT WALMART INC 4.7%
Value ($000) $64,155 Shares 580,637 Est. Cost $30.97 Unrealized +1.1%
CVX CHEVRON CORP NEW 4.5%
Value ($000) $61,820 Shares 496,788 Est. Cost $89.90 Unrealized +0.4%
AXP AMERICAN EXPRESS CO 4.4%
Value ($000) $61,028 Shares 494,394 Est. Cost $107.13 Unrealized +0.3%
MRK MERCK & CO INC 4.3%
Value ($000) $59,081 Shares 704,609 Est. Cost $61.84 Unrealized +0.5%
BA BOEING CO 4.0%
Value ($000) $55,724 Shares 153,085 Est. Cost $356.03 Unrealized +0.3%
VZ VERIZON COMMUNICATIONS INC 3.4%
Value ($000) $47,413 Shares 829,911 Est. Cost $39.86 Unrealized +0.4%
AAPL APPLE INC 3.2%
Value ($000) $44,628 Shares 225,487 Est. Cost $46.37 Unrealized +0.5%
PG PROCTER AND GAMBLE CO 3.1%
Value ($000) $42,901 Shares 391,252 Est. Cost $88.46 Unrealized +2.3%
UNH UNITEDHEALTH GROUP INC 2.9%
Value ($000) $39,770 Shares 162,987 Est. Cost $215.75 Unrealized -0.1%
FAST FASTENAL CO 2.8%
Value ($000) $39,067 Shares 1,198,732 Est. Cost $12.43 Unrealized +12.1%
PEP PEPSICO INC 2.8%
Value ($000) $37,946 Shares 289,378 Est. Cost $104.40 Unrealized +0.3%
CAT CATERPILLAR INC DEL 2.7%
Value ($000) $36,632 Shares 268,782 Est. Cost $115.32 Unrealized -0.5%
MDLZ MONDELEZ INTL INC 2.6%
Value ($000) $35,712 Shares 662,564 Est. Cost $43.75 Unrealized +0.8%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $35,505 Shares 254,921 Est. Cost $114.73 Unrealized +0.0%
IBM INTERNATIONAL BUSINESS MACHS 2.5%
Value ($000) $34,944 Shares 253,399 Est. Cost $98.62 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 2.5%
Value ($000) $34,666 Shares 392,862 Est. Cost $67.46 Unrealized +0.5%
INTC INTEL CORP 2.5%
Value ($000) $34,160 Shares 713,606 Est. Cost $43.10 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 2.3%
Value ($000) $31,082 Shares 106,081 Est. Cost $281.32 Unrealized
CME CME GROUP INC 1.8%
Value ($000) $24,882 Shares 128,185 Est. Cost $143.61 Unrealized +0.6%
NUE NUCOR CORP 1.6%
Value ($000) $21,686 Shares 393,570 Est. Cost $47.90 Unrealized -0.1%
V VISA INC 1.6%
Value ($000) $21,468 Shares 123,700 Est. Cost $154.61 Unrealized +1.1%
ABT ABBOTT LABS 1.5%
Value ($000) $20,561 Shares 244,484 Est. Cost $69.67 Unrealized +0.8%
UNP UNION PACIFIC CORP 1.4%
Value ($000) $19,230 Shares 113,715 Est. Cost $147.77 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $9,809 Shares 94,985 Est. Cost $77.06 Unrealized +4.0%
BIL SPDR SERIES TRUST 0.5%
Value ($000) $6,691 Shares 73,039 Est. Cost $91.61 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $6,677 Shares 49,841 Est. Cost $100.77 Unrealized +18.6%
SHY ISHARES 1-3 YR. TREAS BOND 0.3%
Value ($000) $4,650 Shares 54,842 Est. Cost $84.79 Unrealized
PROSHARES SHORT SP 500 ETF 0.3%
Value ($000) $4,416 Shares 165,941 Est. Cost $26.61 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $4,306 Shares 2,274 Est. Cost $92.18 Unrealized +1.1%
VTI VANGUARD TOTAL STOCK ETF 0.3%
Value ($000) $4,195 Shares 27,951 Est. Cost $150.08 Unrealized
AFL AFLAC INC 0.3%
Value ($000) $4,068 Shares 74,218 Est. Cost $33.09 Unrealized +33.2%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $4,032 Shares 52,615 Est. Cost $56.49 Unrealized +0.7%
DIA SPDR DOW JONES INDL AVRG ETF 0.3%
Value ($000) $3,982 Shares 14,979 Est. Cost $247.08 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $3,500 Shares 68,737 Est. Cost $39.58 Unrealized +0.9%
META FACEBOOK INC 0.3%
Value ($000) $3,466 Shares 17,960 Est. Cost $180.22 Unrealized +0.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $2,963 Shares 13,900 Est. Cost $206.76 Unrealized +0.1%
SBAC SBA COMMUNICATIONS CORP NEW 0.2%
Value ($000) $2,817 Shares 12,530 Est. Cost $133.33 Unrealized +46.2%
VOO VANGUARD SP 500 ETF 0.2%
Value ($000) $2,777 Shares 10,318 Est. Cost $269.14 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,442 Shares 46,076 Est. Cost $53.00 Unrealized
DIVO AMPLIFY CWP ENHANCED DIVIDEND INC ETF 0.2%
Value ($000) $2,394 Shares 79,378 Est. Cost $30.16 Unrealized
VBK VANGUARD SM CAP ETF 0.2%
Value ($000) $2,349 Shares 12,612 Est. Cost $186.25 Unrealized
SCHG SCHWAB LRG-CAP GROWTH ETF 0.2%
Value ($000) $2,085 Shares 25,051 Est. Cost $83.23 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $2,042 Shares 1,889 Est. Cost $56.81 Unrealized +0.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $2,008 Shares 10,755 Est. Cost $186.70 Unrealized
ANADARKO PETE CORP 0.1%
Value ($000) $1,955 Shares 27,712 Est. Cost $70.55 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.1%
Value ($000) $1,884 Shares 32,993 Est. Cost $57.10 Unrealized
NOBL PROSHARES S-P 500 DIV. ARISTOCRATS ETF 0.1%
Value ($000) $1,759 Shares 25,354 Est. Cost $69.04 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,735 Shares 31,703 Est. Cost $42.80 Unrealized +5.6%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $1,731 Shares 12,995 Est. Cost $133.21 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $1,700 Shares 10,354 Est. Cost $4.42 Unrealized -6.8%
EEM ISHARES MSCI EMERGING MKTS ETF 0.1%
Value ($000) $1,666 Shares 38,833 Est. Cost $42.90 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $1,613 Shares 10,787 Est. Cost $124.99 Unrealized 0.0%
BP BP PLC 0.1%
Value ($000) $1,595 Shares 38,251 Est. Cost $38.87 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $1,579 Shares 37,858 Est. Cost $41.71 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $1,465 Shares 4,973 Est. Cost $277.72 Unrealized 0.0%
SCHX SCHWAB US LARGE-CAP ETF 0.1%
Value ($000) $1,457 Shares 20,760 Est. Cost $70.18 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $1,411 Shares 1,303 Est. Cost $56.84 Unrealized +1.1%
CENTURYLINK INC 0.1%
Value ($000) $1,357 Shares 115,430 Est. Cost $11.76 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $1,355 Shares 3,690 Est. Cost $36.08 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,347 Shares 29,710 Est. Cost $38.68 Unrealized -6.6%
MMM 3M CO 0.1%
Value ($000) $1,342 Shares 7,743 Est. Cost $132.02 Unrealized -8.6%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,262 Shares 23,772 Est. Cost $53.09 Unrealized
DUKE REALTY CORP 0.1%
Value ($000) $1,212 Shares 38,340 Est. Cost $31.61 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,187 Shares 4,042 Est. Cost $270.70 Unrealized 0.0%
IEF ISHARES 7-10 YR. TREAS. BND ETF 0.1%
Value ($000) $1,175 Shares 10,675 Est. Cost $110.07 Unrealized
T AT&T INC 0.1%
Value ($000) $1,166 Shares 34,782 Est. Cost $15.08 Unrealized 0.0%
MA MASTERCARD INC 0.1%
Value ($000) $1,151 Shares 4,352 Est. Cost $241.35 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,148 Shares 26,985 Est. Cost $42.54 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $1,144 Shares 39,456 Est. Cost $23.82 Unrealized +2.8%
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $1,133 Shares 14,065 Est. Cost $80.55 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $1,125 Shares 6,106 Est. Cost $145.42 Unrealized +0.5%
PAYX PAYCHEX INC 0.1%
Value ($000) $1,116 Shares 13,564 Est. Cost $69.57 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,052 Shares 2,894 Est. Cost $279.77 Unrealized 0.0%
SLYV SPDR S-P 600 SM CAP VALUE ETF 0.1%
Value ($000) $1,050 Shares 17,303 Est. Cost $60.68 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,031 Shares 21,796 Est. Cost $42.25 Unrealized -7.5%
SPLV INVESCO S-P 500 LW VOLATILITY ETF 0.1%
Value ($000) $1,018 Shares 18,496 Est. Cost $55.04 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $987 Shares 22,781 Est. Cost $29.22 Unrealized 0.0%
VUG VANGUARD GROWTH IDX FUND ETF 0.1%
Value ($000) $950 Shares 5,815 Est. Cost $163.37 Unrealized
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $942 Shares 7,238 Est. Cost $130.15 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $922 Shares 11,816 Est. Cost $78.03 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $891 Shares 11,517 Est. Cost $54.24 Unrealized +4.8%
KIRKLAND LAKE GOLD LTD 0.1%
Value ($000) $880 Shares 20,500 Est. Cost $42.93 Unrealized
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $873 Shares 10,236 Est. Cost $67.16 Unrealized -5.9%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $866 Shares 5,112 Est. Cost $169.41 Unrealized
VYM VANGUARD HI DIV. YLD ETF 0.1%
Value ($000) $843 Shares 9,644 Est. Cost $87.41 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $833 Shares 5,830 Est. Cost $114.95 Unrealized 0.0%
SCHV SCHWAB US LRG-CAP VAL ETF 0.1%
Value ($000) $823 Shares 14,656 Est. Cost $56.15 Unrealized
SCHF SCHWAB INT'L EQUITY ETF 0.1%
Value ($000) $821 Shares 25,600 Est. Cost $32.07 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $820 Shares 4,438 Est. Cost $163.68 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $808 Shares 3,207 Est. Cost $209.73 Unrealized 0.0%
BIV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $801 Shares 9,258 Est. Cost $86.52 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $781 Shares 3,954 Est. Cost $173.21 Unrealized 0.0%
PTMC PACER TRENDPILOT US MID CAP ETF 0.1%
Value ($000) $755 Shares 25,910 Est. Cost $29.14 Unrealized
HYLB XTRACKERS USD HI YLD CORPORATE BD ETF 0.1%
Value ($000) $746 Shares 14,860 Est. Cost $50.20 Unrealized
CALAMOS STRATEGIC TOTL RETN 0.1%
Value ($000) $738 Shares 57,008 Est. Cost $12.95 Unrealized
VBR VANGUARD SM-CAP VAL IND FUND ETF 0.1%
Value ($000) $731 Shares 5,596 Est. Cost $130.63 Unrealized
BNDX VANGUARD TOTAL INT'L BD IND FUND ETF 0.1%
Value ($000) $708 Shares 12,356 Est. Cost $57.30 Unrealized
BKLN INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $706 Shares 31,135 Est. Cost $22.68 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $705 Shares 8,201 Est. Cost $74.98 Unrealized 0.0%
VCSH VANGUARD SHT-TERM CORPORATE BD IND FD. ETF 0.1%
Value ($000) $701 Shares 8,689 Est. Cost $80.68 Unrealized
VO VANGUARD MD-CAP IND. FD ETF 0.1%
Value ($000) $698 Shares 4,175 Est. Cost $167.19 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $697 Shares 8,311 Est. Cost $59.25 Unrealized +14.6%
VYMI VANGUARD INT'L HI DIV YLD IND FD ETF 0.0%
Value ($000) $689 Shares 11,232 Est. Cost $61.34 Unrealized
AGG ISHARES CORE US AGGREGATE BD ETF 0.0%
Value ($000) $671 Shares 6,029 Est. Cost $111.30 Unrealized
MUB ISHARES NAT'L MUNI BD ETF 0.0%
Value ($000) $666 Shares 5,885 Est. Cost $113.17 Unrealized
SCHE SCHWAB EMERGING MRKTS EQUITY ETF 0.0%
Value ($000) $656 Shares 24,984 Est. Cost $26.26 Unrealized
QQQE DIREXION NASD-100 EQUAL WEIGHTED IND. SHARES 0.0%
Value ($000) $651 Shares 13,125 Est. Cost $49.60 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $648 Shares 15,323 Est. Cost $35.54 Unrealized 0.0%
LOW LOWES COS INC 0.0%
Value ($000) $627 Shares 6,209 Est. Cost $93.45 Unrealized 0.0%
SCHB SCHWAB US BROAD MRKT ETF 0.0%
Value ($000) $614 Shares 8,705 Est. Cost $70.53 Unrealized
EMLC VANECK VECTORS ETF TR 0.0%
Value ($000) $612 Shares 17,642 Est. Cost $34.69 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $609 Shares 2,305 Est. Cost $200.01 Unrealized +13.3%
CSX CSX CORP 0.0%
Value ($000) $601 Shares 7,773 Est. Cost $23.56 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $601 Shares 15,575 Est. Cost $37.18 Unrealized 0.0%
ABBV ABBVIE INC 0.0%
Value ($000) $592 Shares 8,146 Est. Cost $59.38 Unrealized 0.0%
VGT VANGUARD INFO TECH IND FD ETF 0.0%
Value ($000) $559 Shares 2,649 Est. Cost $211.02 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $549 Shares 52,292 Est. Cost $10.50 Unrealized
VXUS VANGUARD STAR FD 0.0%
Value ($000) $549 Shares 10,399 Est. Cost $52.79 Unrealized
VB VANGUARD SM-CAP IND. FD ETF 0.0%
Value ($000) $545 Shares 3,478 Est. Cost $156.70 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $540 Shares 6,000 Est. Cost $75.01 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $520 Shares 6,723 Est. Cost $77.35 Unrealized
RF REGIONS FINL CORP NEW 0.0%
Value ($000) $517 Shares 34,600 Est. Cost $11.99 Unrealized -6.4%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $498 Shares 6,967 Est. Cost $71.48 Unrealized
PTLC PACER TRENDPILOT US LRG-CAP ETF 0.0%
Value ($000) $493 Shares 16,096 Est. Cost $30.63 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $492 Shares 5,555 Est. Cost $88.57 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $489 Shares 5,445 Est. Cost $89.81 Unrealized
IWD ISHARES RUSSELL 1000 VAL ETF 0.0%
Value ($000) $489 Shares 3,843 Est. Cost $127.24 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $474 Shares 1,645 Est. Cost $24.38 Unrealized 0.0%
BND VANGUARD BD INDEX FD INC 0.0%
Value ($000) $472 Shares 5,677 Est. Cost $83.14 Unrealized
RPG INVESCO S-P PURE GROWTH ETF 0.0%
Value ($000) $460 Shares 3,850 Est. Cost $119.48 Unrealized
ALPS ETF TR 0.0%
Value ($000) $456 Shares 46,250 Est. Cost $9.86 Unrealized
VTEB VANGUARD TAX-EXEMPT BD IND FD ETF 0.0%
Value ($000) $455 Shares 8,573 Est. Cost $53.07 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $449 Shares 8,222 Est. Cost $54.61 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $446 Shares 2,264 Est. Cost $175.18 Unrealized 0.0%
VTV VANGUARD VAL IND FD ETF 0.0%
Value ($000) $439 Shares 3,954 Est. Cost $111.03 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $435 Shares 7,864 Est. Cost $41.35 Unrealized 0.0%
PIMCO CORPORATE INCOME STRAT 0.0%
Value ($000) $427 Shares 24,931 Est. Cost $17.13 Unrealized
CLF CLEVELAND CLIFFS INC 0.0%
Value ($000) $424 Shares 39,724 Est. Cost $9.44 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $424 Shares 5,644 Est. Cost $27.24 Unrealized 0.0%
HDV ISHARES CORE HI DIV ETF 0.0%
Value ($000) $419 Shares 4,437 Est. Cost $94.43 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECT SPDR FD 0.0%
Value ($000) $404 Shares 3,393 Est. Cost $119.07 Unrealized
NKE NIKE INC 0.0%
Value ($000) $401 Shares 4,772 Est. Cost $77.09 Unrealized 0.0%
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $400 Shares 22,055 Est. Cost $18.14 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $397 Shares 3,857 Est. Cost $92.05 Unrealized 0.0%
SCHO SCHWAB SHRT TERM US TREAS ETF 0.0%
Value ($000) $390 Shares 7,701 Est. Cost $50.23 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $388 Shares 5,103 Est. Cost $62.71 Unrealized 0.0%
XLV HEALTH CARE SELECT SPDR FD 0.0%
Value ($000) $388 Shares 4,193 Est. Cost $92.54 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $388 Shares 6,125 Est. Cost $59.41 Unrealized 0.0%
MACQUARIE INFRASTRUCTURE COR 0.0%
Value ($000) $385 Shares 9,505 Est. Cost $40.50 Unrealized
SUB ISHARES SHORT-TERM NAT'L MUNI BD ETF 0.0%
Value ($000) $380 Shares 3,562 Est. Cost $106.68 Unrealized
XLE ENERGY SELECT SECTOR SPDR FD 0.0%
Value ($000) $374 Shares 5,871 Est. Cost $63.70 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $370 Shares 6,297 Est. Cost $47.56 Unrealized 0.0%
BHC BAUSCH HEALTH COS INC 0.0%
Value ($000) $368 Shares 14,600 Est. Cost $23.74 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $363 Shares 1,122 Est. Cost $267.26 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $360 Shares 1,758 Est. Cost $41.79 Unrealized 0.0%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $359 Shares 2,520 Est. Cost $142.46 Unrealized
HYS PIMCO 0-5 YR HI YLD CORPORATE BD IND ETF 0.0%
Value ($000) $359 Shares 3,580 Est. Cost $100.28 Unrealized
DVY ISHARES SELECT DIV ETF 0.0%
Value ($000) $355 Shares 3,566 Est. Cost $99.55 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $353 Shares 673 Est. Cost $171.34 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $352 Shares 6,057 Est. Cost $58.11 Unrealized
FXO FIRST TR FINANCIALS ALPHADEX FD 0.0%
Value ($000) $348 Shares 11,000 Est. Cost $31.64 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $345 Shares 8,450 Est. Cost $33.65 Unrealized +1.3%
EMB ISHARES JPMORGAN USD EMERGING MRKTS BD ETF 0.0%
Value ($000) $339 Shares 2,991 Est. Cost $113.34 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $331 Shares 2,181 Est. Cost $154.83 Unrealized 0.0%
VIG VANGUARD GROUP 0.0%
Value ($000) $328 Shares 2,845 Est. Cost $115.29 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $327 Shares 3,225 Est. Cost $92.63 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $325 Shares 10,477 Est. Cost $22.83 Unrealized 0.0%
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $323 Shares 11,173 Est. Cost $28.91 Unrealized
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $319 Shares 10,226 Est. Cost $31.19 Unrealized
ALLERGAN PLC 0.0%
Value ($000) $318 Shares 1,902 Est. Cost $167.19 Unrealized
FLAHERTY&CRMN PFD SEC INCOM 0.0%
Value ($000) $316 Shares 15,877 Est. Cost $19.90 Unrealized
MET METLIFE INC 0.0%
Value ($000) $315 Shares 6,345 Est. Cost $37.59 Unrealized 0.0%
IYR ISHARES US REAL ESTATE ETF 0.0%
Value ($000) $314 Shares 3,602 Est. Cost $87.17 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $311 Shares 2,398 Est. Cost $129.69 Unrealized
IWS ISHARES RUSSELL MID-CAP VAL ETF 0.0%
Value ($000) $304 Shares 3,410 Est. Cost $89.15 Unrealized
UNILEVER PLC 0.0%
Value ($000) $303 Shares 4,886 Est. Cost $62.01 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $298 Shares 14,284 Est. Cost $13.66 Unrealized 0.0%
XLF FINANCIAL SELECT SECTOR SPDR FD 0.0%
Value ($000) $297 Shares 10,755 Est. Cost $27.62 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $296 Shares 4,434 Est. Cost $57.46 Unrealized 0.0%
CWB SPDR BLOOMBERG BARCLAYS CONV SECS ETF 0.0%
Value ($000) $290 Shares 5,485 Est. Cost $52.87 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $287 Shares 5,986 Est. Cost $27.93 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $279 Shares 6,210 Est. Cost $39.35 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $279 Shares 5,654 Est. Cost $36.37 Unrealized 0.0%
GABELLI EQUITY TR INC 0.0%
Value ($000) $278 Shares 45,044 Est. Cost $6.17 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $276 Shares 4,203 Est. Cost $65.67 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $276 Shares 2,414 Est. Cost $110.58 Unrealized 0.0%
LQD ISHARES IBOXX $ INV GRADE CORPORATE BD ETF 0.0%
Value ($000) $273 Shares 2,195 Est. Cost $124.37 Unrealized
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $271 Shares 3,162 Est. Cost $62.40 Unrealized +1.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $269 Shares 7,450 Est. Cost $23.49 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $268 Shares 3,100 Est. Cost $67.73 Unrealized 0.0%
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $267 Shares 8,248 Est. Cost $32.37 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $267 Shares 2,738 Est. Cost $76.19 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $264 Shares 1,591 Est. Cost $141.43 Unrealized 0.0%
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $263 Shares 20,333 Est. Cost $12.93 Unrealized
FLOT ISHARES FLOATING RATE BD ETF 0.0%
Value ($000) $263 Shares 5,166 Est. Cost $50.91 Unrealized
VOE VANGUARD MID-CAP VAL IND FD ETF 0.0%
Value ($000) $262 Shares 2,353 Est. Cost $111.35 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $258 Shares 12,212 Est. Cost $21.13 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $257 Shares 2,227 Est. Cost $97.23 Unrealized 0.0%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $256 Shares 11,266 Est. Cost $22.72 Unrealized
INGERSOLL-RAND PLC 0.0%
Value ($000) $253 Shares 2,000 Est. Cost $108.00 Unrealized
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value ($000) $242 Shares 15,075 Est. Cost $16.05 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $241 Shares 4,176 Est. Cost $57.71 Unrealized
SCHH CHARLES SCHWAB US REIT ETF 0.0%
Value ($000) $240 Shares 5,393 Est. Cost $44.50 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $239 Shares 4,527 Est. Cost $48.67 Unrealized 0.0%
CMP COMPASS MINERALS INTL INC 0.0%
Value ($000) $237 Shares 4,305 Est. Cost $46.99 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $233 Shares 1,419 Est. Cost $154.86 Unrealized 0.0%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $233 Shares 15,928 Est. Cost $14.63 Unrealized
PFF ISHARES PREFERRED AND INC SECS ETF 0.0%
Value ($000) $231 Shares 6,280 Est. Cost $36.78 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $230 Shares 9,326 Est. Cost $22.65 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $230 Shares 1,318 Est. Cost $138.65 Unrealized 0.0%
SCHW THE CHARLES SCHWAB CORPORATI 0.0%
Value ($000) $226 Shares 5,627 Est. Cost $39.68 Unrealized 0.0%
IGSB ISHARES SHRT-TRM CORPORATE BD ETF 0.0%
Value ($000) $225 Shares 4,201 Est. Cost $53.56 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $223 Shares 2,383 Est. Cost $68.50 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $221 Shares 3,456 Est. Cost $63.95 Unrealized
ARCC ARES CAP CORP 0.0%
Value ($000) $221 Shares 12,331 Est. Cost $9.39 Unrealized 0.0%
DISCOVERY INC 0.0%
Value ($000) $220 Shares 7,168 Est. Cost $30.69 Unrealized
VOT VANGUARD MID-CAP GRWTH IND. FD ETF 0.0%
Value ($000) $218 Shares 1,462 Est. Cost $149.11 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $218 Shares 615 Est. Cost $354.47 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $212 Shares 1,844 Est. Cost $92.76 Unrealized 0.0%
TOTAL S A 0.0%
Value ($000) $211 Shares 3,775 Est. Cost $55.89 Unrealized
MAG SILVER CORP 0.0%
Value ($000) $211 Shares 20,000 Est. Cost $10.55 Unrealized
FTSM FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $210 Shares 3,496 Est. Cost $60.07 Unrealized
KELLOGG CO 0.0%
Value ($000) $209 Shares 3,900 Est. Cost $41.67 Unrealized 0.0%
BLV VANGUARD BD INDEX FD INC 0.0%
Value ($000) $206 Shares 2,125 Est. Cost $96.94 Unrealized
NUVEEN GLOBAL HIGH INCOME FD 0.0%
Value ($000) $205 Shares 13,272 Est. Cost $15.45 Unrealized
CELGENE CORP 0.0%
Value ($000) $205 Shares 2,220 Est. Cost $92.34 Unrealized
KIE SPDR S-P INSURANCE ETF 0.0%
Value ($000) $204 Shares 6,000 Est. Cost $34.00 Unrealized
TPVG TRIPLEPOINT VENTURE GROWTH B 0.0%
Value ($000) $203 Shares 14,300 Est. Cost $14.01 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $201 Shares 21,787 Est. Cost $9.23 Unrealized
TIP ISHARES TIPS BD ETF 0.0%
Value ($000) $201 Shares 1,737 Est. Cost $115.72 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $201 Shares 4,865 Est. Cost $33.38 Unrealized 0.0%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $200 Shares 2,903 Est. Cost $68.89 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $196 Shares 23,700 Est. Cost $8.27 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $194 Shares 18,976 Est. Cost $7.10 Unrealized 0.0%
RITM NEW RESIDENTIAL INVT CORP 0.0%
Value ($000) $192 Shares 12,500 Est. Cost $15.36 Unrealized
MTW MANITOWOC CO INC 0.0%
Value ($000) $189 Shares 10,600 Est. Cost $16.59 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $182 Shares 12,161 Est. Cost $12.25 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $175 Shares 21,100 Est. Cost $281.32 Unrealized
BOULDER GROWTH & INCOME FD I 0.0%
Value ($000) $152 Shares 13,490 Est. Cost $11.27 Unrealized
EATON VANCE TAX MNGD GBL DV 0.0%
Value ($000) $148 Shares 17,852 Est. Cost $8.29 Unrealized
CENTRAL FD CDA LTD 0.0%
Value ($000) $147 Shares 11,100 Est. Cost $13.24 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $147 Shares 11,100 Est. Cost $13.24 Unrealized
NUVEEN PFD & INCM SECURTIES 0.0%
Value ($000) $147 Shares 15,450 Est. Cost $9.51 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $146 Shares 16,500 Est. Cost $7.92 Unrealized 0.0%
DBX DROPBOX INC 0.0%
Value ($000) $145 Shares 5,800 Est. Cost $23.10 Unrealized 0.0%
PUTNAM MASTER INTER INCOME T 0.0%
Value ($000) $130 Shares 28,400 Est. Cost $4.58 Unrealized
CX CEMEX SAB DE CV 0.0%
Value ($000) $110 Shares 25,956 Est. Cost $4.24 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $109 Shares 12,000 Est. Cost $37.18 Unrealized 0.0%
FORTUNA SILVER MINES INC 0.0%
Value ($000) $90 Shares 31,500 Est. Cost $2.86 Unrealized
VOYA GLBL EQTY DIV & PREM OP 0.0%
Value ($000) $84 Shares 12,850 Est. Cost $6.54 Unrealized
BLACKROCK ENHANCED INTL DIV 0.0%
Value ($000) $77 Shares 13,629 Est. Cost $5.65 Unrealized
BB BLACKBERRY LTD 0.0%
Value ($000) $66 Shares 8,900 Est. Cost $8.68 Unrealized 0.0%
DBX DROPBOX INC 0.0%
Value ($000) $18 Shares 5,000 Est. Cost $23.10 Unrealized 0.0%
PENNEY J C CORP INC 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.10 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $6 Shares 25,000 Est. Cost $9.23 Unrealized
BB BLACKBERRY LTD 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $8.68 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $133.33 Unrealized +46.2%