Capital Wealth Planning, LLC Quant / Systematic

CIK: 0001566728 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 12, 2019

Total Value ($000): $1,575,278 (100.0% shares, 0.0% debt)

Holdings (262)

JPM JPMORGAN CHASE & CO 5.5%
Value ($000) $86,417 Shares 691,167 Est. Cost $92.11 Unrealized +3.2%
HD HOME DEPOT INC 5.2%
Value ($000) $81,467 Shares 348,313 Est. Cost $170.96 Unrealized +9.4%
AAPL APPLE INC 5.2%
Value ($000) $81,225 Shares 333,463 Est. Cost $47.62 Unrealized +5.5%
MCD MCDONALDS CORP 5.0%
Value ($000) $79,217 Shares 404,125 Est. Cost $170.29 Unrealized +8.5%
WMT WALMART INC 4.8%
Value ($000) $76,373 Shares 641,252 Est. Cost $31.30 Unrealized +10.1%
CVX CHEVRON CORP NEW 4.4%
Value ($000) $69,418 Shares 590,392 Est. Cost $90.16 Unrealized +1.5%
WALGREENS BOOTS ALLIANCE INC 4.4%
Value ($000) $69,253 Shares 1,271,868 Est. Cost $54.45 Unrealized
DIS DISNEY WALT CO 4.4%
Value ($000) $68,905 Shares 528,981 Est. Cost $128.35 Unrealized +4.6%
BA BOEING CO 4.2%
Value ($000) $66,233 Shares 192,230 Est. Cost $355.29 Unrealized -0.8%
PG PROCTER & GAMBLE CO 3.0%
Value ($000) $47,754 Shares 382,676 Est. Cost $88.46 Unrealized +14.2%
UNH UNITEDHEALTH GROUP INC 2.9%
Value ($000) $45,960 Shares 187,968 Est. Cost $215.93 Unrealized +0.6%
PEP PEPSICO INC 2.9%
Value ($000) $45,472 Shares 329,771 Est. Cost $105.00 Unrealized +4.1%
V VISA INC 2.8%
Value ($000) $44,804 Shares 254,337 Est. Cost $162.68 Unrealized +4.7%
FAST FASTENAL CO 2.8%
Value ($000) $44,569 Shares 1,198,732 Est. Cost $12.43 Unrealized +6.5%
AXP AMERICAN EXPRESS CO 2.8%
Value ($000) $43,827 Shares 376,485 Est. Cost $107.13 Unrealized +5.1%
DUK DUKE ENERGY CORP NEW 2.7%
Value ($000) $43,293 Shares 450,639 Est. Cost $67.85 Unrealized +4.0%
MRK MERCK & CO INC 2.7%
Value ($000) $42,586 Shares 515,698 Est. Cost $61.84 Unrealized +5.9%
GS GOLDMAN SACHS GROUP INC 2.7%
Value ($000) $42,200 Shares 199,951 Est. Cost $179.59 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 2.6%
Value ($000) $41,097 Shares 774,836 Est. Cost $44.18 Unrealized +5.7%
ORCL ORACLE CORP 2.6%
Value ($000) $40,892 Shares 753,635 Est. Cost $50.38 Unrealized 0.0%
ABT ABBOTT LABS 2.6%
Value ($000) $40,550 Shares 498,400 Est. Cost $72.94 Unrealized +4.3%
IBM INTERNATIONAL BUSINESS MACHS 2.5%
Value ($000) $39,247 Shares 292,735 Est. Cost $99.14 Unrealized +3.4%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $38,970 Shares 305,648 Est. Cost $113.95 Unrealized -3.5%
VZ VERIZON COMMUNICATIONS INC 2.0%
Value ($000) $32,121 Shares 530,231 Est. Cost $39.86 Unrealized +1.5%
SPY SPDR S&P 500 ETF TR 1.7%
Value ($000) $26,795 Shares 89,208 Est. Cost $281.32 Unrealized
UNP UNION PACIFIC CORP 1.2%
Value ($000) $19,443 Shares 114,107 Est. Cost $147.77 Unrealized -1.3%
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $10,913 Shares 95,724 Est. Cost $77.06 Unrealized +15.4%
IVV ISHARES TR 0.5%
Value ($000) $7,387 Shares 24,453 Est. Cost $302.09 Unrealized
BIL SPDR SERIES TRUST 0.5%
Value ($000) $7,322 Shares 79,956 Est. Cost $91.61 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $6,358 Shares 45,434 Est. Cost $100.77 Unrealized +28.9%
SHY ISHARES TR 0.3%
Value ($000) $4,693 Shares 55,336 Est. Cost $84.79 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $4,606 Shares 30,136 Est. Cost $150.28 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $4,132 Shares 59,813 Est. Cost $56.16 Unrealized -4.3%
PROSHARES TR 0.3%
Value ($000) $4,053 Shares 156,864 Est. Cost $26.61 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $3,907 Shares 74,331 Est. Cost $33.09 Unrealized +37.1%
DIA SPDR DOW JONES INDL AVRG ETF 0.2%
Value ($000) $3,706 Shares 13,830 Est. Cost $247.08 Unrealized
IYW ISHARES TR 0.2%
Value ($000) $3,670 Shares 17,639 Est. Cost $208.06 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $3,329 Shares 12,068 Est. Cost $270.11 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $3,186 Shares 1,789 Est. Cost $92.18 Unrealized +0.6%
DIVO AMPLIFY ETF TR 0.2%
Value ($000) $3,093 Shares 101,376 Est. Cost $30.24 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.2%
Value ($000) $3,082 Shares 12,500 Est. Cost $133.33 Unrealized +71.5%
META FACEBOOK INC 0.2%
Value ($000) $3,056 Shares 16,395 Est. Cost $180.22 Unrealized +4.7%
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,696 Shares 50,251 Est. Cost $53.05 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $2,473 Shares 11,763 Est. Cost $206.76 Unrealized -0.4%
IEF ISHARES TR 0.2%
Value ($000) $2,367 Shares 21,168 Est. Cost $110.94 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $2,337 Shares 12,721 Est. Cost $186.25 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $2,106 Shares 1,670 Est. Cost $56.81 Unrealized +3.4%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,063 Shares 24,103 Est. Cost $83.23 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,038 Shares 16,813 Est. Cost $120.78 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,011 Shares 70,577 Est. Cost $28.36 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,956 Shares 10,079 Est. Cost $186.70 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $1,853 Shares 13,091 Est. Cost $133.21 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,722 Shares 23,982 Est. Cost $70.40 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,716 Shares 31,430 Est. Cost $39.58 Unrealized +11.1%
T AT&T INC 0.1%
Value ($000) $1,705 Shares 46,308 Est. Cost $15.56 Unrealized +9.3%
CME CME GROUP INC 0.1%
Value ($000) $1,703 Shares 8,381 Est. Cost $143.61 Unrealized +14.4%
NOBL PROSHARES TR 0.1%
Value ($000) $1,684 Shares 23,393 Est. Cost $69.04 Unrealized
GSY INVESCO ACTIVELY MANAGD ETF 0.1%
Value ($000) $1,649 Shares 32,719 Est. Cost $50.40 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,626 Shares 20,813 Est. Cost $77.87 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,624 Shares 27,512 Est. Cost $60.03 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $1,586 Shares 8,056 Est. Cost $4.42 Unrealized -5.3%
ADBE ADOBE INC 0.1%
Value ($000) $1,495 Shares 5,543 Est. Cost $279.19 Unrealized +4.6%
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value ($000) $1,485 Shares 35,217 Est. Cost $41.71 Unrealized
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,457 Shares 25,576 Est. Cost $57.10 Unrealized
MMM 3M CO 0.1%
Value ($000) $1,449 Shares 8,949 Est. Cost $129.14 Unrealized -14.3%
DUKE REALTY CORP 0.1%
Value ($000) $1,444 Shares 41,910 Est. Cost $31.85 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,433 Shares 26,022 Est. Cost $53.26 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,413 Shares 30,450 Est. Cost $42.80 Unrealized -0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $1,412 Shares 10,744 Est. Cost $124.99 Unrealized +3.6%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,406 Shares 17,155 Est. Cost $79.25 Unrealized
BP BP PLC 0.1%
Value ($000) $1,369 Shares 34,904 Est. Cost $38.87 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,363 Shares 26,097 Est. Cost $43.10 Unrealized -0.2%
BIIB BIOGEN INC 0.1%
Value ($000) $1,317 Shares 4,611 Est. Cost $232.85 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,290 Shares 25,250 Est. Cost $41.92 Unrealized -5.1%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,260 Shares 24,911 Est. Cost $50.47 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $1,246 Shares 14,707 Est. Cost $69.53 Unrealized -0.6%
AMGN AMGEN INC 0.1%
Value ($000) $1,243 Shares 6,121 Est. Cost $145.42 Unrealized +8.7%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,242 Shares 4,232 Est. Cost $271.19 Unrealized +3.8%
BAC BANK AMER CORP 0.1%
Value ($000) $1,196 Shares 38,138 Est. Cost $23.82 Unrealized +3.1%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,161 Shares 21,358 Est. Cost $38.68 Unrealized -4.9%
MA MASTERCARD INC 0.1%
Value ($000) $1,152 Shares 4,285 Est. Cost $241.35 Unrealized +10.3%
GOOGL ALPHABET INC 0.1%
Value ($000) $1,118 Shares 888 Est. Cost $56.84 Unrealized +3.4%
CALAMOS STRATEGIC TOTL RETN 0.1%
Value ($000) $1,106 Shares 85,444 Est. Cost $12.95 Unrealized
CENTURYLINK INC 0.1%
Value ($000) $1,078 Shares 84,403 Est. Cost $11.76 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,039 Shares 31,765 Est. Cost $32.19 Unrealized
SLYV SPDR SERIES TRUST 0.1%
Value ($000) $1,002 Shares 16,080 Est. Cost $60.68 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $993 Shares 5,817 Est. Cost $170.71 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $977 Shares 11,816 Est. Cost $54.35 Unrealized +7.5%
FLRN SPDR SERIES TRUST 0.1%
Value ($000) $959 Shares 31,188 Est. Cost $30.75 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $959 Shares 16,653 Est. Cost $55.04 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $954 Shares 15,520 Est. Cost $60.16 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $952 Shares 5,146 Est. Cost $165.45 Unrealized +6.7%
MUB ISHARES TR 0.1%
Value ($000) $895 Shares 7,865 Est. Cost $113.33 Unrealized
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $891 Shares 11,028 Est. Cost $80.55 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $891 Shares 21,335 Est. Cost $42.54 Unrealized
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $880 Shares 10,236 Est. Cost $67.16 Unrealized +4.3%
SCHR SCHWAB STRATEGIC TR 0.1%
Value ($000) $869 Shares 15,692 Est. Cost $55.38 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $830 Shares 3,374 Est. Cost $210.42 Unrealized +6.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $818 Shares 8,799 Est. Cost $75.60 Unrealized +11.2%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $814 Shares 7,759 Est. Cost $110.11 Unrealized -0.2%
MINT PIMCO ETF TR 0.1%
Value ($000) $814 Shares 7,999 Est. Cost $101.76 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $810 Shares 5,935 Est. Cost $115.07 Unrealized +5.8%
ECL ECOLAB INC 0.1%
Value ($000) $804 Shares 4,211 Est. Cost $174.06 Unrealized +7.5%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $795 Shares 4,709 Est. Cost $163.37 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.0%
Value ($000) $773 Shares 8,696 Est. Cost $87.41 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $769 Shares 10,010 Est. Cost $58.11 Unrealized -9.5%
KIRKLAND LAKE GOLD LTD 0.0%
Value ($000) $764 Shares 16,550 Est. Cost $42.93 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $759 Shares 8,255 Est. Cost $92.24 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $739 Shares 12,959 Est. Cost $56.15 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $732 Shares 4,328 Est. Cost $167.25 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $729 Shares 6,462 Est. Cost $111.40 Unrealized
SPIB SPDR SERIES TRUST 0.0%
Value ($000) $724 Shares 20,527 Est. Cost $35.27 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $705 Shares 15,720 Est. Cost $35.59 Unrealized +5.4%
PTMC PACER FDS TR 0.0%
Value ($000) $696 Shares 23,710 Est. Cost $29.14 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $680 Shares 9,469 Est. Cost $70.64 Unrealized
HYLB DBX ETF TR 0.0%
Value ($000) $679 Shares 13,548 Est. Cost $50.20 Unrealized
CSX CSX CORP 0.0%
Value ($000) $664 Shares 9,262 Est. Cost $23.20 Unrealized -8.0%
VTEB VANGUARD MUN BD FD INC 0.0%
Value ($000) $653 Shares 12,220 Est. Cost $53.18 Unrealized
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $651 Shares 4,860 Est. Cost $115.32 Unrealized -3.7%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $649 Shares 7,994 Est. Cost $80.68 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $635 Shares 7,633 Est. Cost $59.25 Unrealized +36.1%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $633 Shares 24,319 Est. Cost $26.26 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $607 Shares 2,757 Est. Cost $220.17 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $602 Shares 6,000 Est. Cost $75.01 Unrealized +0.4%
LOW LOWES COS INC 0.0%
Value ($000) $597 Shares 5,381 Est. Cost $93.45 Unrealized +0.6%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $562 Shares 9,617 Est. Cost $57.30 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $561 Shares 1,890 Est. Cost $200.01 Unrealized +28.2%
RF REGIONS FINL CORP NEW 0.0%
Value ($000) $558 Shares 34,500 Est. Cost $11.99 Unrealized -3.1%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $552 Shares 4,234 Est. Cost $130.63 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $533 Shares 1,964 Est. Cost $36.08 Unrealized -13.3%
BIV VANGUARD BD INDEX FD INC 0.0%
Value ($000) $524 Shares 5,968 Est. Cost $86.52 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $521 Shares 1,391 Est. Cost $279.77 Unrealized +13.1%
TLT ISHARES TR 0.0%
Value ($000) $517 Shares 3,716 Est. Cost $139.13 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $512 Shares 7,237 Est. Cost $71.45 Unrealized
QQQE DIREXION SHS ETF TR 0.0%
Value ($000) $511 Shares 10,053 Est. Cost $49.60 Unrealized
ALPS ETF TR 0.0%
Value ($000) $509 Shares 58,875 Est. Cost $9.60 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $490 Shares 10,400 Est. Cost $37.18 Unrealized +18.7%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $489 Shares 2,233 Est. Cost $211.02 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $481 Shares 5,252 Est. Cost $88.57 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $477 Shares 53,262 Est. Cost $10.47 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $466 Shares 2,702 Est. Cost $169.41 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $466 Shares 7,521 Est. Cost $41.35 Unrealized +9.5%
IYR ISHARES TR 0.0%
Value ($000) $466 Shares 4,902 Est. Cost $89.27 Unrealized
VXUS VANGUARD STAR FD 0.0%
Value ($000) $462 Shares 8,693 Est. Cost $52.79 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $457 Shares 4,147 Est. Cost $70.92 Unrealized +13.3%
IWD ISHARES TR 0.0%
Value ($000) $454 Shares 3,510 Est. Cost $127.24 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $446 Shares 4,046 Est. Cost $92.27 Unrealized +4.8%
NKE NIKE INC 0.0%
Value ($000) $444 Shares 4,850 Est. Cost $77.12 Unrealized +2.1%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $443 Shares 10,483 Est. Cost $41.72 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $433 Shares 790 Est. Cost $171.58 Unrealized +0.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $428 Shares 15,059 Est. Cost $22.33 Unrealized -5.2%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $427 Shares 1,799 Est. Cost $41.89 Unrealized +10.4%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $426 Shares 17,376 Est. Cost $23.35 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $420 Shares 2,137 Est. Cost $175.18 Unrealized +3.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $416 Shares 5,263 Est. Cost $62.78 Unrealized +3.5%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $400 Shares 1,122 Est. Cost $267.26 Unrealized +19.2%
TJX TJX COS INC NEW 0.0%
Value ($000) $398 Shares 6,737 Est. Cost $49.14 Unrealized +2.0%
PFE PFIZER INC 0.0%
Value ($000) $397 Shares 10,907 Est. Cost $29.22 Unrealized -7.6%
IWP ISHARES TR 0.0%
Value ($000) $389 Shares 2,720 Est. Cost $142.50 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $385 Shares 6,097 Est. Cost $47.56 Unrealized +1.0%
JMBS JANUS DETROIT STR TR 0.0%
Value ($000) $384 Shares 7,332 Est. Cost $52.37 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $380 Shares 3,562 Est. Cost $106.68 Unrealized
MACQUARIE INFRASTRUCTURE COR 0.0%
Value ($000) $379 Shares 9,505 Est. Cost $40.50 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $376 Shares 53,100 Est. Cost $281.32 Unrealized
SCHW THE CHARLES SCHWAB CORPORATI 0.0%
Value ($000) $372 Shares 9,074 Est. Cost $38.63 Unrealized -4.4%
PFF ISHARES TR 0.0%
Value ($000) $367 Shares 9,755 Est. Cost $37.08 Unrealized
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $360 Shares 3,717 Est. Cost $62.41 Unrealized +0.1%
DVY ISHARES TR 0.0%
Value ($000) $356 Shares 3,476 Est. Cost $99.55 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $351 Shares 11,000 Est. Cost $31.64 Unrealized
VIG VANGUARD GROUP 0.0%
Value ($000) $351 Shares 2,946 Est. Cost $115.42 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $350 Shares 6,333 Est. Cost $55.27 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $348 Shares 6,704 Est. Cost $51.91 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $343 Shares 8,450 Est. Cost $33.65 Unrealized -1.8%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $341 Shares 3,028 Est. Cost $111.03 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $332 Shares 55,359 Est. Cost $6.14 Unrealized
BHC BAUSCH HEALTH COS INC 0.0%
Value ($000) $331 Shares 14,600 Est. Cost $23.74 Unrealized -3.6%
CRM SALESFORCE COM INC 0.0%
Value ($000) $329 Shares 2,220 Est. Cost $154.75 Unrealized -3.0%
FLOT ISHARES TR 0.0%
Value ($000) $327 Shares 6,408 Est. Cost $50.93 Unrealized
UNILEVER PLC 0.0%
Value ($000) $322 Shares 5,397 Est. Cost $61.79 Unrealized
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $315 Shares 9,917 Est. Cost $31.19 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $308 Shares 3,410 Est. Cost $89.15 Unrealized
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $307 Shares 10,400 Est. Cost $28.91 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $305 Shares 3,339 Est. Cost $89.81 Unrealized
ARCC ARES CAP CORP 0.0%
Value ($000) $301 Shares 16,331 Est. Cost $9.56 Unrealized +5.4%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $293 Shares 5,865 Est. Cost $49.96 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $291 Shares 1,867 Est. Cost $156.70 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $291 Shares 6,873 Est. Cost $42.90 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $289 Shares 4,461 Est. Cost $64.78 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $288 Shares 14,066 Est. Cost $13.66 Unrealized +3.0%
PSX PHILLIPS 66 0.0%
Value ($000) $287 Shares 2,598 Est. Cost $69.23 Unrealized +11.6%
EFA ISHARES TR 0.0%
Value ($000) $284 Shares 4,242 Est. Cost $65.67 Unrealized
DE DEERE & CO 0.0%
Value ($000) $281 Shares 1,631 Est. Cost $141.54 Unrealized +3.2%
BND VANGUARD BD INDEX FD INC 0.0%
Value ($000) $277 Shares 3,290 Est. Cost $83.14 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $276 Shares 5,986 Est. Cost $27.93 Unrealized -4.1%
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value ($000) $276 Shares 15,575 Est. Cost $16.11 Unrealized
CLF CLEVELAND CLIFFS INC 0.0%
Value ($000) $275 Shares 38,474 Est. Cost $9.44 Unrealized -8.1%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $273 Shares 4,954 Est. Cost $39.35 Unrealized +15.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $273 Shares 1,594 Est. Cost $138.77 Unrealized +0.4%
TOTAL S A 0.0%
Value ($000) $271 Shares 5,175 Est. Cost $54.94 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $270 Shares 2,875 Est. Cost $94.43 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $270 Shares 5,185 Est. Cost $39.22 Unrealized 0.0%
XBI SPDR SERIES TRUST 0.0%
Value ($000) $267 Shares 3,335 Est. Cost $80.06 Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $266 Shares 6,902 Est. Cost $38.54 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $266 Shares 2,293 Est. Cost $115.79 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $262 Shares 2,316 Est. Cost $97.53 Unrealized +7.8%
GNTX GENTEX CORP 0.0%
Value ($000) $260 Shares 9,326 Est. Cost $22.65 Unrealized +16.7%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $260 Shares 12,212 Est. Cost $21.13 Unrealized
INGERSOLL-RAND PLC 0.0%
Value ($000) $259 Shares 2,160 Est. Cost $108.88 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $258 Shares 915 Est. Cost $24.38 Unrealized -1.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $258 Shares 2,453 Est. Cost $76.19 Unrealized +14.9%
MET METLIFE INC 0.0%
Value ($000) $254 Shares 5,496 Est. Cost $37.59 Unrealized +2.4%
LQD ISHARES TR 0.0%
Value ($000) $254 Shares 1,995 Est. Cost $124.37 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $253 Shares 2,636 Est. Cost $92.63 Unrealized -1.4%
C CITIGROUP INC 0.0%
Value ($000) $253 Shares 3,502 Est. Cost $54.15 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $252 Shares 3,609 Est. Cost $57.46 Unrealized -5.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $252 Shares 6,889 Est. Cost $23.49 Unrealized -3.6%
DOW DOW INC 0.0%
Value ($000) $249 Shares 5,030 Est. Cost $36.37 Unrealized -10.0%
BKLN INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $248 Shares 11,014 Est. Cost $22.68 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $247 Shares 4,683 Est. Cost $47.90 Unrealized -4.4%
MBB ISHARES TR 0.0%
Value ($000) $244 Shares 2,261 Est. Cost $107.92 Unrealized
TPVG TRIPLEPOINT VENTURE GROWTH B 0.0%
Value ($000) $241 Shares 14,612 Est. Cost $14.05 Unrealized +11.6%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $234 Shares 28,687 Est. Cost $8.97 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $233 Shares 3,000 Est. Cost $70.68 Unrealized 0.0%
CMP COMPASS MINERALS INTL INC 0.0%
Value ($000) $231 Shares 4,105 Est. Cost $46.99 Unrealized -1.6%
KELLOGG CO 0.0%
Value ($000) $228 Shares 3,700 Est. Cost $41.67 Unrealized +8.8%
USB US BANCORP DEL 0.0%
Value ($000) $227 Shares 4,035 Est. Cost $41.13 Unrealized 0.0%
IGSB ISHARES TR 0.0%
Value ($000) $226 Shares 4,201 Est. Cost $53.56 Unrealized
CELGENE CORP 0.0%
Value ($000) $222 Shares 2,120 Est. Cost $92.34 Unrealized
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $221 Shares 108 Est. Cost $1905.07 Unrealized 0.0%
GBIL GOLDMAN SACHS ETF TR 0.0%
Value ($000) $218 Shares 2,170 Est. Cost $100.46 Unrealized
VNLA JANUS DETROIT STR TR 0.0%
Value ($000) $215 Shares 4,310 Est. Cost $49.88 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $214 Shares 3,224 Est. Cost $27.24 Unrealized -4.9%
NUVEEN PFD & INCM SECURTIES 0.0%
Value ($000) $213 Shares 21,450 Est. Cost $9.63 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $213 Shares 2,259 Est. Cost $70.54 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $212 Shares 3,197 Est. Cost $43.09 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $211 Shares 2,223 Est. Cost $94.92 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $210 Shares 1,771 Est. Cost $92.76 Unrealized +10.9%
FTSM FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $210 Shares 3,496 Est. Cost $60.07 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $209 Shares 4,936 Est. Cost $33.43 Unrealized +10.7%
KIE SPDR SERIES TRUST 0.0%
Value ($000) $207 Shares 6,000 Est. Cost $34.00 Unrealized
SVC SERVICE PPTYS TR 0.0%
Value ($000) $205 Shares 7,860 Est. Cost $26.08 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $201 Shares 5,738 Est. Cost $35.03 Unrealized
RITM NEW RESIDENTIAL INVT CORP 0.0%
Value ($000) $197 Shares 12,500 Est. Cost $15.36 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $197 Shares 12,372 Est. Cost $12.24 Unrealized -5.3%
TELFY TELEFONICA S A 0.0%
Value ($000) $178 Shares 22,500 Est. Cost $8.27 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $173 Shares 14,381 Est. Cost $12.93 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $169 Shares 12,000 Est. Cost $37.18 Unrealized +18.7%
F FORD MTR CO DEL 0.0%
Value ($000) $166 Shares 19,276 Est. Cost $7.10 Unrealized -2.2%
MAG SILVER CORP 0.0%
Value ($000) $158 Shares 16,500 Est. Cost $10.55 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $141 Shares 16,050 Est. Cost $7.92 Unrealized +1.2%
PUTNAM MASTER INTER INCOME T 0.0%
Value ($000) $133 Shares 28,400 Est. Cost $4.58 Unrealized
MTW MANITOWOC CO INC 0.0%
Value ($000) $132 Shares 10,600 Est. Cost $16.59 Unrealized -9.0%
RRC RANGE RES CORP 0.0%
Value ($000) $118 Shares 31,000 Est. Cost $4.80 Unrealized 0.0%
AG FIRST MAJESTIC SILVER CORP 0.0%
Value ($000) $110 Shares 10,550 Est. Cost $9.65 Unrealized 0.0%
CX CEMEX SAB DE CV 0.0%
Value ($000) $93 Shares 23,956 Est. Cost $4.24 Unrealized
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $55 Shares 10,300 Est. Cost $5.34 Unrealized
YETI YETI HLDGS INC 0.0%
Value ($000) $43 Shares 13,000 Est. Cost $30.33 Unrealized 0.0%
YETI YETI HLDGS INC 0.0%
Value ($000) $37 Shares 1,150 Est. Cost $30.33 Unrealized 0.0%
FORTUNA SILVER MINES INC 0.0%
Value ($000) $37 Shares 11,500 Est. Cost $2.86 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $29 Shares 2,000 Est. Cost $169.41 Unrealized
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) $1 Shares 20,000 Est. Cost $8.97 Unrealized