M Holdings Securities, Inc. Diversified Active

CIK: 0001569638 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 17, 2016

Total Value ($000): $195,347 (100.0% shares, 0.0% debt)

Holdings (242)

RWO SPDR INDEX SHS FDS DOW JONES GLOBAL REAL ESTATE ETF 3.8%
Value ($000) $7,385 Shares 146,652 Est. Cost $47.06 Unrealized
BERKSHIRE HATHAWAY CLASS B 3.6%
Value ($000) $7,021 Shares 48,492 Est. Cost $149.70 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 3.4%
Value ($000) $6,623 Shares 31,619 Est. Cost $207.35 Unrealized
APPLE INC 3.0%
Value ($000) $5,792 Shares 60,583 Est. Cost $106.34 Unrealized
UNITED TECHNOLOGIES CORP COM 2.4%
Value ($000) $4,735 Shares 46,173 Est. Cost $113.83 Unrealized
AGO ASSURED GUARANTY LTD COM ISIN#BMG0585R1060 2.3%
Value ($000) $4,521 Shares 178,216 Est. Cost $20.40 Unrealized +7.1%
PG PROCTER & GAMBLE 2.0%
Value ($000) $3,943 Shares 46,565 Est. Cost $61.88 Unrealized +2.3%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $3,662 Shares 39,061 Est. Cost $59.29 Unrealized -2.4%
VEU VANGUARD FTSE ALL WORLD EX US ETF 1.8%
Value ($000) $3,602 Shares 84,051 Est. Cost $47.38 Unrealized
GENERAL ELECTRIC CO 1.8%
Value ($000) $3,552 Shares 112,835 Est. Cost $27.06 Unrealized
IWB ISHARES RUSSELL 1000 ETF 1.8%
Value ($000) $3,485 Shares 29,817 Est. Cost $105.11 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 1.3%
Value ($000) $2,587 Shares 24,381 Est. Cost $106.02 Unrealized
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $2,531 Shares 20,865 Est. Cost $74.88 Unrealized +16.2%
CVX CHEVRON CORP NEW COM 1.2%
Value ($000) $2,426 Shares 23,139 Est. Cost $67.13 Unrealized -0.6%
POTASH CORP OF SASKATCHEWAN INC COM ISIN#CA73755L1076 1.1%
Value ($000) $2,098 Shares 129,174 Est. Cost $16.24 Unrealized
FIRST CONN BANCORP INC MD COM 1.0%
Value ($000) $1,987 Shares 120,000 Est. Cost $16.05 Unrealized
PEP PEPSICO INC COM 1.0%
Value ($000) $1,921 Shares 18,134 Est. Cost $67.03 Unrealized +15.0%
JPM JP MORGAN CHASE & CO COM ISIN#US46625H1005 1.0%
Value ($000) $1,872 Shares 30,120 Est. Cost $43.97 Unrealized +9.9%
WMT WAL-MART STORES INC 0.9%
Value ($000) $1,854 Shares 25,384 Est. Cost $18.79 Unrealized +3.9%
POWERSHARES EXCHANGE-TRADED FD TR FTSE RAFI US 1000 PORT 0.9%
Value ($000) $1,805 Shares 19,938 Est. Cost $85.59 Unrealized
ISHARES GOLD ETF 0.9%
Value ($000) $1,733 Shares 135,851 Est. Cost $11.64 Unrealized
F FORD MOTOR CO DEL COM PAR 0.9%
Value ($000) $1,728 Shares 137,456 Est. Cost $8.83 Unrealized -10.1%
KO COCA COLA COMPANY 0.9%
Value ($000) $1,720 Shares 37,951 Est. Cost $28.38 Unrealized +17.4%
HON HONEYWELL INTL INC COM 0.8%
Value ($000) $1,657 Shares 14,243 Est. Cost $66.29 Unrealized +27.0%
VIG VANGUARD SPECIALIZED PORTFOLIOS DIVIDEND APPRECIATION INDEX FD ETF 0.8%
Value ($000) $1,650 Shares 19,818 Est. Cost $77.49 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,530 Shares 29,896 Est. Cost $35.62 Unrealized +29.1%
GOOGL ALPHABET INC CAP STK CL A 0.8%
Value ($000) $1,528 Shares 2,172 Est. Cost $36.70 Unrealized -0.7%
VNQ VANGUARD INDEX FDS VANGUARD REIT ETF 0.8%
Value ($000) $1,484 Shares 16,735 Est. Cost $69.57 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.7%
Value ($000) $1,444 Shares 17,201 Est. Cost $73.82 Unrealized
ISHARES INC MSCI GLOBAL SELECT METALS & MINING PRODUCERS ETF 0.7%
Value ($000) $1,402 Shares 139,268 Est. Cost $10.07 Unrealized
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $1,381 Shares 48,140 Est. Cost $16.88 Unrealized +23.5%
T A T & T INC 0.7%
Value ($000) $1,357 Shares 31,415 Est. Cost $11.75 Unrealized +28.6%
META FACEBOOK INC CL A 0.7%
Value ($000) $1,319 Shares 11,543 Est. Cost $65.15 Unrealized +75.6%
VAW VANGUARD MATERIALS ETF 0.7%
Value ($000) $1,302 Shares 12,712 Est. Cost $100.05 Unrealized
VDE VANGUARD ENERGY ETF 0.7%
Value ($000) $1,295 Shares 13,616 Est. Cost $95.11 Unrealized
IGE ISHARES NORTH AMER NATL RES ETF IV 0.7%
Value ($000) $1,278 Shares 38,483 Est. Cost $37.66 Unrealized
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD 0.6%
Value ($000) $1,267 Shares 15,675 Est. Cost $79.91 Unrealized
PM PHILIP MORRIS INTL 0.6%
Value ($000) $1,186 Shares 11,661 Est. Cost $58.20 Unrealized +5.5%
BE AEROSPACE INC COM 0.6%
Value ($000) $1,177 Shares 25,500 Est. Cost $58.66 Unrealized
ISCV ISHARES TR MORNINGSTAR SMALL-CAP VALUE ETF 0.6%
Value ($000) $1,153 Shares 9,518 Est. Cost $120.58 Unrealized
IBM IBM CORP 0.6%
Value ($000) $1,151 Shares 7,582 Est. Cost $109.82 Unrealized -13.4%
CENTRAL FD CDA LTD CL A 0.6%
Value ($000) $1,141 Shares 82,203 Est. Cost $13.88 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $1,123 Shares 19,493 Est. Cost $39.05 Unrealized +1.1%
AOM ISHARES TR CORE MODERATE ALLOCATION ETF 0.6%
Value ($000) $1,091 Shares 30,913 Est. Cost $34.05 Unrealized
MO ALTRIA GROUP INC 0.6%
Value ($000) $1,089 Shares 15,797 Est. Cost $31.31 Unrealized +6.1%
GLOBAL NET LEASE INC 0.6%
Value ($000) $1,080 Shares 135,877 Est. Cost $8.78 Unrealized
PYPL PAYPAL HOLDINGS INCO 0.5%
Value ($000) $1,027 Shares 28,132 Est. Cost $35.85 Unrealized +6.4%
AOK ISHARES TR CORE CONSERVATIVE ALLOCATION ETF 0.5%
Value ($000) $999 Shares 30,456 Est. Cost $31.73 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF IV 0.5%
Value ($000) $994 Shares 9,632 Est. Cost $100.72 Unrealized
DLN WISDOMTREE TR LARGECAP DIVID FD 0.5%
Value ($000) $982 Shares 12,966 Est. Cost $70.79 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF 0.5%
Value ($000) $981 Shares 11,547 Est. Cost $81.86 Unrealized
IMCV ISHARES TR MORNINGSTAR MID CAP VALUE ETF 0.5%
Value ($000) $978 Shares 7,750 Est. Cost $114.33 Unrealized
ACN ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34 0.5%
Value ($000) $974 Shares 8,594 Est. Cost $66.35 Unrealized +50.5%
ISCG ISHARES TR MORNINGSTAR SMALL-CAP GROWTH ETF 0.5%
Value ($000) $964 Shares 7,185 Est. Cost $132.45 Unrealized
CMBT EURONAV NV ANTWERPEN ACT ISIN#BE0003816338 0.5%
Value ($000) $963 Shares 105,000 Est. Cost $4.27 Unrealized 0.0%
DIS DISNEY WALT CO DISNEY COM 0.5%
Value ($000) $957 Shares 9,784 Est. Cost $78.58 Unrealized +17.3%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $942 Shares 1,361 Est. Cost $35.60 Unrealized +0.1%
MUB ISHARES NATIONL MUNI ETF 0.5%
Value ($000) $928 Shares 8,149 Est. Cost $110.48 Unrealized
SYK STRYKER CORP 0.4%
Value ($000) $879 Shares 7,337 Est. Cost $68.48 Unrealized +46.5%
DHT DHT HOLDINGS INC SHS NEW ISIN#MHY2065G1219 0.4%
Value ($000) $855 Shares 170,000 Est. Cost $2.80 Unrealized -1.2%
WISDOMTREE TR TOTAL EARNINGS FD 0.4%
Value ($000) $849 Shares 11,950 Est. Cost $70.64 Unrealized
ECL ECOLAB INC 0.4%
Value ($000) $847 Shares 7,140 Est. Cost $94.31 Unrealized +11.2%
HDV ISHARES TR CORE HIGH DIVID ETF 0.4%
Value ($000) $846 Shares 10,299 Est. Cost $75.69 Unrealized
LOW LOWES COMPANIES INC 0.4%
Value ($000) $837 Shares 10,568 Est. Cost $53.61 Unrealized +20.9%
TGT TARGET CORP COM 0.4%
Value ($000) $835 Shares 11,958 Est. Cost $44.94 Unrealized +24.8%
POWERSHARES EXCHANGE TRADED FD TR FTSE RAFI US 1500 SMALL MID PORT 0.4%
Value ($000) $814 Shares 8,362 Est. Cost $98.21 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $812 Shares 14,536 Est. Cost $27.51 Unrealized +14.4%
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF 0.4%
Value ($000) $778 Shares 7,259 Est. Cost $106.54 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $775 Shares 12,524 Est. Cost $36.75 Unrealized +11.5%
IMCG ISHARES TR MORNINGSTAR MID CAP GROWTH ETF 0.4%
Value ($000) $773 Shares 4,955 Est. Cost $145.77 Unrealized
BANK AMER CORP COM 0.4%
Value ($000) $758 Shares 57,146 Est. Cost $15.87 Unrealized
AGG ISHARES TR CORE U S AGGREGATE BD ETF 0.4%
Value ($000) $750 Shares 6,656 Est. Cost $110.10 Unrealized
FIRST NIAGARA FINL GROUP INC NEW COM 0.4%
Value ($000) $750 Shares 77,000 Est. Cost $8.84 Unrealized
MMM 3M CO COM 0.4%
Value ($000) $749 Shares 4,277 Est. Cost $88.58 Unrealized +15.7%
BARCLAYS BK PLC IPATH INDEX LKD TO SECS LKD TO GSCI COMMODITY CRUDE OIL RETURN INDEX 0.4%
Value ($000) $746 Shares 119,303 Est. Cost $7.59 Unrealized
ITW ILLINOIS TOOL WORKS 0.4%
Value ($000) $742 Shares 7,128 Est. Cost $65.64 Unrealized +26.9%
SHY ISHARES TR 1-3 YR TREAS BD ETF 0.4%
Value ($000) $721 Shares 8,445 Est. Cost $83.47 Unrealized
PFE PFIZER INC COM 0.4%
Value ($000) $706 Shares 20,051 Est. Cost $18.86 Unrealized +11.6%
ENERGY TRANSFER PARTNERS L P UNIT LTD PARTNERSHIP INT 0.4%
Value ($000) $706 Shares 18,544 Est. Cost $40.02 Unrealized
DHR DANAHER CORP COM 0.4%
Value ($000) $697 Shares 6,900 Est. Cost $31.93 Unrealized +25.5%
BABA ALIBABA GROUP HLDG F ADR 1 ADR REPS 1 ORD SHS 0.4%
Value ($000) $689 Shares 8,665 Est. Cost $78.32 Unrealized
WFC WELLS FARGO & CO NEW COM 0.4%
Value ($000) $686 Shares 14,484 Est. Cost $36.90 Unrealized +0.9%
HD HOME DEPOT INC 0.3%
Value ($000) $659 Shares 5,158 Est. Cost $71.84 Unrealized +46.1%
TLT ISHARES TR BARCLAYS 20+ YR TREAS BD ETF 0.3%
Value ($000) $659 Shares 4,748 Est. Cost $138.80 Unrealized
IVV ISHARES TR CORE S&P 500 ETF 0.3%
Value ($000) $658 Shares 3,127 Est. Cost $194.17 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF IV 0.3%
Value ($000) $657 Shares 6,544 Est. Cost $90.94 Unrealized
DVY ISHARES TR SELECT DIVID ETF FD 0.3%
Value ($000) $653 Shares 7,655 Est. Cost $74.85 Unrealized
IWR ISHARES RUSSELL MID CAP ETF IV 0.3%
Value ($000) $653 Shares 3,884 Est. Cost $160.85 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $623 Shares 19,003 Est. Cost $21.16 Unrealized +18.7%
SCHO SCHWAB STRATEGIC TR SHORT-TERM US TREASURY ETF 0.3%
Value ($000) $618 Shares 12,119 Est. Cost $50.79 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $617 Shares 4,368 Est. Cost $83.57 Unrealized +36.6%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $606 Shares 7,263 Est. Cost $67.89 Unrealized -7.6%
VGSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT TERM GOVT BOND INDEX FD ETF SHS 0.3%
Value ($000) $600 Shares 9,766 Est. Cost $61.23 Unrealized
MCD MC DONALDS CORP 0.3%
Value ($000) $599 Shares 4,981 Est. Cost $74.40 Unrealized +33.3%
IVW ISHARES TR S&P 500 GROWTH ETF 0.3%
Value ($000) $597 Shares 5,124 Est. Cost $102.69 Unrealized
GLAXOSMITHKLINE PLC F ADR 1 ADR REPS 2 ORD SHS 0.3%
Value ($000) $594 Shares 13,696 Est. Cost $45.69 Unrealized
SPDR SER TR BARCLAYS HIGH YIELD BD ETF 0.3%
Value ($000) $593 Shares 16,608 Est. Cost $39.37 Unrealized
POWERSHARES GLOBAL EXCH TRD FD TR FTSE RAFI DEVELOPED MARKETS EX US SMALL PORT 0.3%
Value ($000) $588 Shares 22,784 Est. Cost $27.93 Unrealized
MDT MEDTRONIC PLC F 0.3%
Value ($000) $586 Shares 6,752 Est. Cost $59.05 Unrealized +7.5%
HYG ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF 0.3%
Value ($000) $579 Shares 6,842 Est. Cost $89.03 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $578 Shares 3,911 Est. Cost $116.75 Unrealized +23.0%
AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $576 Shares 4,055 Est. Cost $143.93 Unrealized
POWERSHARES GLOBAL EXH TRD FD TR FTSE DEVELOPED MARKETS EX U S PORT 0.3%
Value ($000) $567 Shares 16,410 Est. Cost $42.59 Unrealized
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $566 Shares 5,913 Est. Cost $64.68 Unrealized +15.2%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 0.3%
Value ($000) $560 Shares 2,915 Est. Cost $181.60 Unrealized
LQD ISHARES IBOXX INVT GRADE BOND ETF 0.3%
Value ($000) $559 Shares 4,552 Est. Cost $113.57 Unrealized
DUK DUKE ENERGY CORP 0.3%
Value ($000) $557 Shares 6,495 Est. Cost $49.12 Unrealized +9.6%
IWM ISHARES TR RUSSELL 2000 ETF 0.3%
Value ($000) $551 Shares 4,790 Est. Cost $111.93 Unrealized
CLAYMORE EXCHANGE TRADED FD TR 2 GUGGENHEIM MSCI GLOBAL TIMBER ETF 0.3%
Value ($000) $550 Shares 24,114 Est. Cost $25.80 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $544 Shares 7,401 Est. Cost $40.07 Unrealized +26.0%
XBIT XBIOTECH INC COM ISIN#CA98400H1029 0.3%
Value ($000) $540 Shares 25,833 Est. Cost $16.48 Unrealized -24.6%
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.3%
Value ($000) $531 Shares 4,955 Est. Cost $100.23 Unrealized
SLYV SPDR SER TR S&P 600 SMALL CAP VALUE ETF 0.3%
Value ($000) $513 Shares 5,127 Est. Cost $105.63 Unrealized
SSO PROSHARES TR PROSHARES ULTRA S&P500 0.3%
Value ($000) $503 Shares 7,592 Est. Cost $63.00 Unrealized
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET ETF 0.3%
Value ($000) $497 Shares 5,891 Est. Cost $81.82 Unrealized
DBEF DEUTSCHE X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.3%
Value ($000) $493 Shares 19,745 Est. Cost $25.27 Unrealized
PRU PRUDENTIAL FINL INC COM 0.2%
Value ($000) $486 Shares 6,808 Est. Cost $50.20 Unrealized -2.4%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $486 Shares 3,730 Est. Cost $20.22 Unrealized +16.2%
PFF ISHARES TR S&P U S PFD STK INDEX FD 0.2%
Value ($000) $485 Shares 12,170 Est. Cost $39.09 Unrealized
GLD SPDR GOLD SHARES ETF 0.2%
Value ($000) $475 Shares 3,757 Est. Cost $108.14 Unrealized
CIGNA CORP 0.2%
Value ($000) $474 Shares 3,705 Est. Cost $90.98 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $468 Shares 11,038 Est. Cost $37.27 Unrealized -11.2%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $467 Shares 8,361 Est. Cost $65.78 Unrealized
KMI KINDER MORGAN INC 0.2%
Value ($000) $466 Shares 24,907 Est. Cost $21.50 Unrealized -49.3%
ABT ABBOTT LABS COM 0.2%
Value ($000) $464 Shares 11,814 Est. Cost $33.35 Unrealized 0.0%
POWERSHARES EXCHANGE TRADED FD TR DYNAMIC BUYBACK ACHIEVERS PORT 0.2%
Value ($000) $459 Shares 10,158 Est. Cost $47.88 Unrealized
IWS ISHARES RUSSELL MID CAP VALUE ETF IV 0.2%
Value ($000) $452 Shares 6,090 Est. Cost $70.64 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS 0.2%
Value ($000) $444 Shares 6,206 Est. Cost $67.50 Unrealized
XLU SELECT SECTOR SPDR TR UTILS 0.2%
Value ($000) $443 Shares 8,449 Est. Cost $52.43 Unrealized
BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $434 Shares 2 Est. Cost $215500.00 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPT 0.2%
Value ($000) $431 Shares 1,583 Est. Cost $260.85 Unrealized
UPS UNITED PARCEL SRVC CLASS B 0.2%
Value ($000) $427 Shares 3,963 Est. Cost $65.54 Unrealized +11.5%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.2%
Value ($000) $424 Shares 15,100 Est. Cost $32.74 Unrealized -8.4%
CAT CATERPILLAR INC 0.2%
Value ($000) $413 Shares 5,444 Est. Cost $70.26 Unrealized -14.9%
QCOM QUALCOMM INC 0.2%
Value ($000) $405 Shares 7,561 Est. Cost $52.25 Unrealized -22.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A 0.2%
Value ($000) $394 Shares 6,878 Est. Cost $43.66 Unrealized +22.7%
CL COLGATE-PALMOLIVE CO 0.2%
Value ($000) $393 Shares 5,370 Est. Cost $53.26 Unrealized +6.8%
GM GENERAL MOTORS CO 0.2%
Value ($000) $393 Shares 13,875 Est. Cost $24.81 Unrealized 0.0%
ISHARES INC MSCI TAIWAN ETF 0.2%
Value ($000) $393 Shares 27,945 Est. Cost $15.12 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF IV 0.2%
Value ($000) $389 Shares 3,999 Est. Cost $99.41 Unrealized
FAF FIRST AMERN FINL CORP COM 0.2%
Value ($000) $387 Shares 9,627 Est. Cost $27.32 Unrealized -0.8%
DPZ DOMINOS PIZZA INC COM 0.2%
Value ($000) $387 Shares 2,947 Est. Cost $66.64 Unrealized +71.4%
MET METLIFE INC COM 0.2%
Value ($000) $386 Shares 9,679 Est. Cost $31.30 Unrealized -10.1%
DU PONT E I DE NEMOURS & CO COM 0.2%
Value ($000) $383 Shares 5,908 Est. Cost $59.67 Unrealized
LEUCADIA NATL CORP COM 0.2%
Value ($000) $380 Shares 21,939 Est. Cost $24.80 Unrealized
RYDEX ETF TR GUGGENHEIM S&P MIDCAP 400 PURE GROWTH ETF 0.2%
Value ($000) $373 Shares 3,072 Est. Cost $123.36 Unrealized
POWERSHARES QQQ TR UNIT SER 1 0.2%
Value ($000) $359 Shares 3,340 Est. Cost $108.97 Unrealized
AOR ISHARES TR CORE GROWTH ALLOCATION ETF 0.2%
Value ($000) $355 Shares 8,863 Est. Cost $38.84 Unrealized
SPECTRA ENERGY CORP 0.2%
Value ($000) $355 Shares 9,693 Est. Cost $36.62 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $352 Shares 4,752 Est. Cost $58.00 Unrealized +26.2%
UBS AG LONDON BRH ETRACS ALERIAN MLP INDEX ETN 0.2%
Value ($000) $348 Shares 17,410 Est. Cost $16.97 Unrealized
POWERSHARES FTSE RAFI EMER MKTS ETF 0.2%
Value ($000) $346 Shares 21,278 Est. Cost $19.50 Unrealized
BP PLC F ADR 1 ADR REPS 6 ORD SHS 0.2%
Value ($000) $342 Shares 9,637 Est. Cost $30.17 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMEDIATE TERM BD ETF 0.2%
Value ($000) $341 Shares 3,872 Est. Cost $86.88 Unrealized
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $340 Shares 6,517 Est. Cost $44.34 Unrealized -6.3%
OXY OCCIDENTAL PETE CORP COM 0.2%
Value ($000) $330 Shares 4,369 Est. Cost $52.42 Unrealized +8.2%
IGIB ISHARES TR INTERMEDIATE CR BD ETF 0.2%
Value ($000) $327 Shares 2,938 Est. Cost $111.30 Unrealized
FTEC FIDELITY COVINGTON TR MSCI INFORMATION TECHNOLOGY INDEX ETF 0.2%
Value ($000) $325 Shares 10,042 Est. Cost $31.72 Unrealized
JOE THE SAINT JOE CO COM 0.2%
Value ($000) $325 Shares 18,321 Est. Cost $21.14 Unrealized -19.4%
WAFD WASHINGTON FED INC COM 0.2%
Value ($000) $321 Shares 13,239 Est. Cost $15.50 Unrealized +16.2%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.2%
Value ($000) $318 Shares 6,886 Est. Cost $46.18 Unrealized
IWP ISHARES RUSSELL MID CAP GRW ETF IV 0.2%
Value ($000) $315 Shares 3,364 Est. Cost $86.29 Unrealized
EIS ISHARES INC MSCI ISRAEL CAPPED ETF 0.2%
Value ($000) $315 Shares 6,730 Est. Cost $48.02 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $312 Shares 8,869 Est. Cost $35.18 Unrealized
GLW CORNING INC COM 0.2%
Value ($000) $309 Shares 15,106 Est. Cost $12.72 Unrealized +22.0%
IJH ISHARES CORE S&P MID CAP ETF 0.2%
Value ($000) $306 Shares 2,047 Est. Cost $149.49 Unrealized
SLB SCHLUMBERGER LTD COM ISIN#AN8068571086 0.2%
Value ($000) $302 Shares 3,815 Est. Cost $66.74 Unrealized -12.7%
SLV ISHARES SILVER TR ISHARES 0.2%
Value ($000) $298 Shares 16,700 Est. Cost $15.43 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.2%
Value ($000) $295 Shares 1,646 Est. Cost $179.22 Unrealized
STPZ PIMCO 1-5 YEAR US TIPS INDEX ETF 0.2%
Value ($000) $295 Shares 5,581 Est. Cost $52.07 Unrealized
CMCSA COMCAST CORP CL A 0.2%
Value ($000) $294 Shares 4,513 Est. Cost $23.98 Unrealized +3.1%
HCP INC COM 0.2%
Value ($000) $294 Shares 8,300 Est. Cost $41.34 Unrealized
DEM WISDOMTREE TR EMERGING MKTS HIGH DIVID FD 0.1%
Value ($000) $292 Shares 8,233 Est. Cost $47.68 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $290 Shares 7,075 Est. Cost $34.07 Unrealized +1.5%
PROSHARES TR II ULTRA VIX SHORT TERM FUTURES R/S EFF 7/25/16 1 OLD/0.2 NEW CU 74347W254 PROSHARES TR II 0.1%
Value ($000) $287 Shares 30,400 Est. Cost $9.44 Unrealized
PEG PUB SVC ENTERPISE GP 0.1%
Value ($000) $286 Shares 6,127 Est. Cost $28.27 Unrealized +15.0%
AMAZON COM INC 0.1%
Value ($000) $286 Shares 399 Est. Cost $662.16 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $285 Shares 1,149 Est. Cost $182.33 Unrealized 0.0%
MAT MATTEL INC COM 0.1%
Value ($000) $285 Shares 9,109 Est. Cost $30.38 Unrealized +4.4%
UNP UNION PAC CORP COM 0.1%
Value ($000) $284 Shares 3,257 Est. Cost $81.05 Unrealized -15.8%
MDLZ MONDELEZ INTL CLASS A 0.1%
Value ($000) $282 Shares 6,199 Est. Cost $34.83 Unrealized 0.0%
RYDEX ETF TR GUGGENHEIM S&P 500 PURE GROWTH ETF 0.1%
Value ($000) $281 Shares 3,475 Est. Cost $80.86 Unrealized
VB VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $281 Shares 2,430 Est. Cost $115.64 Unrealized
HELE HELEN OF TROY LTD ORD NEW ISIN#BMG4388N1065 0.1%
Value ($000) $279 Shares 2,715 Est. Cost $89.92 Unrealized +12.2%
DON WISDOMTREE MIDCAP DIVIDEND ETF 0.1%
Value ($000) $279 Shares 3,116 Est. Cost $89.54 Unrealized
CINF CINCINNATI FINANCIAL 0.1%
Value ($000) $278 Shares 3,718 Est. Cost $52.34 Unrealized 0.0%
MYLAN N V SHS EURO ISIN#NL0011031208 0.1%
Value ($000) $270 Shares 6,254 Est. Cost $41.55 Unrealized
PWRSHR S&P500 HIDIV 0.1%
Value ($000) $269 Shares 7,025 Est. Cost $38.29 Unrealized
KHC KRAFT HEINZ CO COM STK 0.1%
Value ($000) $267 Shares 3,023 Est. Cost $53.59 Unrealized 0.0%
DEO DIAGEO PLC F ADR 1 ADR REPS 4 ORD SHS 0.1%
Value ($000) $266 Shares 2,353 Est. Cost $113.05 Unrealized
FS INVT CORP COM 0.1%
Value ($000) $266 Shares 29,369 Est. Cost $9.04 Unrealized
AMGEN INC COM 0.1%
Value ($000) $262 Shares 1,725 Est. Cost $161.81 Unrealized
DWM WISDOMTREE TR INTL EQUITY FD 0.1%
Value ($000) $260 Shares 5,811 Est. Cost $44.74 Unrealized
KELLOGG CO COM 0.1%
Value ($000) $259 Shares 3,171 Est. Cost $48.67 Unrealized +4.6%
VOD VODAFONE GROUP F ADR 1 ADR REPS 10 ORD SHS 0.1%
Value ($000) $258 Shares 8,355 Est. Cost $30.88 Unrealized
SUB ISHARES TR SHORT-TERM NATL MUN BD ETF FD 0.1%
Value ($000) $256 Shares 2,407 Est. Cost $106.36 Unrealized
WOOD ISHARES TR GLOBAL TIMBER & FORESTRY ETF 0.1%
Value ($000) $254 Shares 5,603 Est. Cost $45.33 Unrealized
NATIONAL INTERSTATE CORP COM 0.1%
Value ($000) $251 Shares 8,291 Est. Cost $28.05 Unrealized
VANECK VECTORS ETF TR HIGH-YIELD MUN INDEX ETF 0.1%
Value ($000) $249 Shares 7,714 Est. Cost $32.28 Unrealized
TIP ISHARES TR TIPS BD ETF 0.1%
Value ($000) $248 Shares 2,127 Est. Cost $112.30 Unrealized
KXI ISHARES GLOBAL CONSUMER STAP ETF 0.1%
Value ($000) $248 Shares 2,475 Est. Cost $100.20 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $246 Shares 5,647 Est. Cost $32.79 Unrealized 0.0%
EBAY EBAY INC 0.1%
Value ($000) $243 Shares 10,372 Est. Cost $19.76 Unrealized +8.6%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $242 Shares 3,131 Est. Cost $33.34 Unrealized 0.0%
DAL DELTA AIR LINES INC 0.1%
Value ($000) $240 Shares 6,597 Est. Cost $36.67 Unrealized +3.0%
SCHH CHARLES SCHWAB US REIT ETF 0.1%
Value ($000) $237 Shares 5,455 Est. Cost $38.97 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.1%
Value ($000) $236 Shares 5,639 Est. Cost $41.58 Unrealized
VBR VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF 0.1%
Value ($000) $236 Shares 2,246 Est. Cost $101.79 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $236 Shares 2,848 Est. Cost $44.43 Unrealized +11.3%
UGL PROSHARES TR II PROSHARES ULTRA GOLD 0.1%
Value ($000) $235 Shares 5,215 Est. Cost $45.06 Unrealized
WEC W E C ENERGY GROUP I 0.1%
Value ($000) $233 Shares 3,566 Est. Cost $44.11 Unrealized 0.0%
BANK OF NOVA SCOTIA HALIFAX COM SHS ISIN#CA0641491075 0.1%
Value ($000) $227 Shares 4,624 Est. Cost $48.89 Unrealized
NVS NOVARTIS AG F ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $227 Shares 2,754 Est. Cost $82.43 Unrealized
HSIC HENRY SCHEIN INC 0.1%
Value ($000) $226 Shares 1,276 Est. Cost $62.44 Unrealized +8.2%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $224 Shares 1,627 Est. Cost $93.94 Unrealized 0.0%
CENTURYLINK INC COM 0.1%
Value ($000) $223 Shares 7,682 Est. Cost $29.35 Unrealized
VEREIT INC COM 0.1%
Value ($000) $222 Shares 21,887 Est. Cost $8.72 Unrealized
MFC MANULIFE FINL CORP COM ISIN#CA56501R1064 0.1%
Value ($000) $217 Shares 15,868 Est. Cost $16.41 Unrealized -13.2%
EXC EXELON CORP COM 0.1%
Value ($000) $214 Shares 5,895 Est. Cost $17.65 Unrealized 0.0%
DREYFUS STRATEGIC MUN BD FD INC COM 0.1%
Value ($000) $213 Shares 23,528 Est. Cost $7.74 Unrealized
TOL TOLL BROS INC 0.1%
Value ($000) $213 Shares 7,910 Est. Cost $37.30 Unrealized -24.7%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $212 Shares 6,009 Est. Cost $36.76 Unrealized
STONEMOR PARTNERS L P COM UNITS 0.1%
Value ($000) $212 Shares 8,470 Est. Cost $24.44 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF IV 0.1%
Value ($000) $207 Shares 1,510 Est. Cost $137.09 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $204 Shares 5,949 Est. Cost $34.29 Unrealized
CREDIT SUS X LNK LNG SHRT EQT ETN 0.1%
Value ($000) $204 Shares 8,008 Est. Cost $25.47 Unrealized
PERFICIENT INC COM 0.1%
Value ($000) $203 Shares 10,000 Est. Cost $15.20 Unrealized
XLV SELECT SECTOR HEALTH CARE SPD ETF IV 0.1%
Value ($000) $201 Shares 2,806 Est. Cost $71.63 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $201 Shares 2,365 Est. Cost $69.72 Unrealized 0.0%
VV VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $201 Shares 2,100 Est. Cost $94.09 Unrealized
UBS AG JERSEY BRH E TRACS LKD UBS BLOOMBERG CONSTANT MTY COMMODITY TOTAL RETURN 0.1%
Value ($000) $185 Shares 13,338 Est. Cost $13.37 Unrealized
BB BLACKBERRY LTD COM ISIN#CA09228F1036 0.1%
Value ($000) $148 Shares 22,000 Est. Cost $8.82 Unrealized -20.7%
BLACKROCK ENHANCED EQUIT 0.1%
Value ($000) $146 Shares 18,483 Est. Cost $7.50 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $119 Shares 10,666 Est. Cost $10.05 Unrealized 0.0%
BOULDER GROWTH & INCOME FD INC COM 0.1%
Value ($000) $117 Shares 14,344 Est. Cost $8.58 Unrealized
FELCOR LODGING TR INC COM 0.0%
Value ($000) $93 Shares 15,000 Est. Cost $7.33 Unrealized
SOUFUN HLDGS LTD ADR ISIN#US8360341080 0.0%
Value ($000) $75 Shares 15,000 Est. Cost $17.89 Unrealized
FIVE STAR QUALITY CARE INC COM 0.0%
Value ($000) $48 Shares 20,364 Est. Cost $4.14 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONS ADR ISIN#US5394391099 0.0%
Value ($000) $30 Shares 10,000 Est. Cost $5.16 Unrealized
GASTAR EXPLORATION 0.0%
Value ($000) $16 Shares 14,700 Est. Cost $1.09 Unrealized
MEDOVEX CORP COM 0.0%
Value ($000) $16 Shares 12,000 Est. Cost $4.08 Unrealized
UNITED DEV FDG IV COM 0.0%
Value ($000) $0 Shares 22,426 Est. Cost Unrealized