M Holdings Securities, Inc. Diversified Active

CIK: 0001569638 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 23, 2016

Total Value ($000): $219,497 (100.0% shares, 0.0% debt)

Holdings (257)

APPLE INC 3.4%
Value ($000) $7,448 Shares 65,885 Est. Cost $106.88 Unrealized
RWO SPDR INDEX SHS FDS DJ GLB RL ES ETF 3.3%
Value ($000) $7,352 Shares 147,572 Est. Cost $47.06 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 3.2%
Value ($000) $6,942 Shares 32,095 Est. Cost $207.48 Unrealized
BERKSHIRE HATHAWAY INC DEL NEW 3.0%
Value ($000) $6,643 Shares 45,985 Est. Cost $149.70 Unrealized
AGO ASSURED GUARANTY LTD 2.3%
Value ($000) $4,945 Shares 178,216 Est. Cost $20.40 Unrealized +12.8%
UNITED TECHNOLOGIES CORP 2.1%
Value ($000) $4,682 Shares 46,087 Est. Cost $113.83 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 1.9%
Value ($000) $4,279 Shares 94,188 Est. Cost $47.17 Unrealized
XOM EXXON MOBIL CORP 1.8%
Value ($000) $3,933 Shares 45,056 Est. Cost $59.19 Unrealized -1.1%
PG PROCTER AND GAMBLE CO 1.8%
Value ($000) $3,921 Shares 43,691 Est. Cost $61.88 Unrealized +9.1%
IGSB ISHARES TR 1-3 YR CR BD ETF 1.6%
Value ($000) $3,497 Shares 33,066 Est. Cost $105.95 Unrealized
IWB ISHARES TR RUS 1000 ETF 1.5%
Value ($000) $3,385 Shares 28,101 Est. Cost $105.11 Unrealized
GENERAL ELECTRIC CO 1.5%
Value ($000) $3,384 Shares 114,231 Est. Cost $27.09 Unrealized
VTI VANGUARD INDEX FDS 1.5%
Value ($000) $3,206 Shares 28,793 Est. Cost $109.43 Unrealized
POWERSHARES QQQ TRUST UNIT SER 1 1.2%
Value ($000) $2,711 Shares 22,838 Est. Cost $117.28 Unrealized
CVX CHEVRON CORP NEW 1.1%
Value ($000) $2,395 Shares 23,270 Est. Cost $67.13 Unrealized +2.0%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,371 Shares 20,068 Est. Cost $74.88 Unrealized +25.0%
FIRST CONN BANCORP INC MD 1.0%
Value ($000) $2,135 Shares 120,000 Est. Cost $16.05 Unrealized
POTASH CORP SASK INC 0.9%
Value ($000) $2,070 Shares 126,840 Est. Cost $16.24 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $2,068 Shares 19,008 Est. Cost $67.68 Unrealized +19.8%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $2,007 Shares 30,139 Est. Cost $43.97 Unrealized +15.6%
POWERSHARES ETF TRUST FTSE RAFI 1000 0.8%
Value ($000) $1,848 Shares 19,741 Est. Cost $85.59 Unrealized
WMT WAL-MART STORES INC 0.8%
Value ($000) $1,810 Shares 25,095 Est. Cost $18.79 Unrealized +9.6%
GOOGL ALPHABET INC CAP STK 0.8%
Value ($000) $1,774 Shares 2,206 Est. Cost $36.73 Unrealized +5.7%
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,761 Shares 30,568 Est. Cost $35.94 Unrealized +39.9%
ISHARES GOLD TRUST 0.8%
Value ($000) $1,734 Shares 136,619 Est. Cost $11.64 Unrealized
HON HONEYWELL INTL INC 0.8%
Value ($000) $1,664 Shares 14,270 Est. Cost $66.29 Unrealized +29.8%
KO COCA COLA CO 0.7%
Value ($000) $1,636 Shares 38,651 Est. Cost $28.46 Unrealized +14.4%
VIG VANGUARD SPECIALIZED PORTFOL DIV APP ETF 0.7%
Value ($000) $1,629 Shares 19,410 Est. Cost $77.49 Unrealized
CSCO CISCO SYS INC 0.7%
Value ($000) $1,592 Shares 50,179 Est. Cost $17.13 Unrealized +34.6%
ISHARES GL MET&MINPR ETF 0.7%
Value ($000) $1,584 Shares 135,751 Est. Cost $10.07 Unrealized
TBF PROSHARES TR 0.7%
Value ($000) $1,565 Shares 74,518 Est. Cost $21.00 Unrealized
META FACEBOOK INC 0.7%
Value ($000) $1,565 Shares 12,203 Est. Cost $68.29 Unrealized +80.5%
F FORD MTR CO DEL PAR $0.01 0.7%
Value ($000) $1,550 Shares 128,438 Est. Cost $8.83 Unrealized -13.0%
VAW VANGUARD WORLD FDS MATERIALS ETF 0.7%
Value ($000) $1,517 Shares 14,184 Est. Cost $100.77 Unrealized
IGE ISHARES TR 0.7%
Value ($000) $1,514 Shares 43,926 Est. Cost $37.27 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 0.7%
Value ($000) $1,476 Shares 17,016 Est. Cost $69.86 Unrealized
SDY SPDR SERIES TRUST S&P DIVID ETF 0.7%
Value ($000) $1,428 Shares 16,924 Est. Cost $73.82 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $1,394 Shares 17,302 Est. Cost $79.98 Unrealized
B/E AEROSPACE INC 0.6%
Value ($000) $1,317 Shares 25,500 Est. Cost $58.66 Unrealized
T AT&T INC 0.6%
Value ($000) $1,258 Shares 30,972 Est. Cost $11.75 Unrealized +38.7%
IJH ISHARES TR CORE S&P MCP ETF 0.6%
Value ($000) $1,252 Shares 8,095 Est. Cost $153.35 Unrealized
ISCV ISHARES TR MRNING SM CP ETF 0.6%
Value ($000) $1,209 Shares 9,267 Est. Cost $120.58 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,180 Shares 7,428 Est. Cost $109.82 Unrealized -7.3%
TLT ISHARES TR 20 YR TR BD ETF 0.5%
Value ($000) $1,165 Shares 8,470 Est. Cost $138.25 Unrealized
AOM ISHARES MODERT ALLOC ETF 0.5%
Value ($000) $1,155 Shares 31,991 Est. Cost $34.12 Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $1,155 Shares 28,187 Est. Cost $35.85 Unrealized +6.9%
IWM ISHARES TR RUSSELL 2000 ETF 0.5%
Value ($000) $1,135 Shares 9,137 Est. Cost $117.78 Unrealized
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $1,127 Shares 11,591 Est. Cost $58.20 Unrealized +7.0%
CENTRAL FD CDA LTD 0.5%
Value ($000) $1,092 Shares 78,763 Est. Cost $13.88 Unrealized
SHY ISHARES TR 1-3 YR TR BD ETF 0.5%
Value ($000) $1,088 Shares 12,797 Est. Cost $83.99 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $1,069 Shares 17,134 Est. Cost $39.05 Unrealized +12.0%
GOOG ALPHABET INC CAP STK 0.5%
Value ($000) $1,045 Shares 1,344 Est. Cost $35.60 Unrealized +5.9%
IMCV ISHARES TR 0.5%
Value ($000) $1,039 Shares 7,750 Est. Cost $114.33 Unrealized
ISCG ISHARES TR 0.5%
Value ($000) $1,035 Shares 7,185 Est. Cost $132.45 Unrealized
AOK ISHARES CONSER ALLOC ETF 0.5%
Value ($000) $1,033 Shares 30,956 Est. Cost $31.76 Unrealized
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,020 Shares 8,347 Est. Cost $66.35 Unrealized +48.0%
MUB ISHARES TR NATIONAL MUN ETF 0.5%
Value ($000) $1,019 Shares 9,034 Est. Cost $110.70 Unrealized
MO ALTRIA GROUP INC 0.5%
Value ($000) $1,012 Shares 15,999 Est. Cost $31.35 Unrealized +10.9%
ISTB ISHARES TR CORE ST USDB ETF 0.5%
Value ($000) $1,000 Shares 19,734 Est. Cost $50.67 Unrealized
DLN WISDOMTREE TR 0.5%
Value ($000) $998 Shares 12,966 Est. Cost $70.79 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.5%
Value ($000) $998 Shares 11,471 Est. Cost $81.86 Unrealized
DIS DISNEY WALT CO DISNEY 0.5%
Value ($000) $997 Shares 10,737 Est. Cost $79.50 Unrealized +11.8%
HDV ISHARES TR CORE HIGH DV ETF 0.4%
Value ($000) $979 Shares 12,047 Est. Cost $76.50 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.4%
Value ($000) $971 Shares 9,195 Est. Cost $100.72 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $942 Shares 8,377 Est. Cost $110.58 Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $924 Shares 11,680 Est. Cost $64.06 Unrealized -9.8%
VDE VANGUARD WORLD FDS ENERGY ETF 0.4%
Value ($000) $916 Shares 9,374 Est. Cost $95.11 Unrealized
POWERSHARES ETF TRUST FTSE US1500 SM 0.4%
Value ($000) $902 Shares 8,558 Est. Cost $98.38 Unrealized
WISDOMTREE TR 0.4%
Value ($000) $896 Shares 11,950 Est. Cost $70.64 Unrealized
ECL ECOLAB INC 0.4%
Value ($000) $866 Shares 7,116 Est. Cost $94.31 Unrealized +15.5%
DHT DHT HOLDINGS INC 0.4%
Value ($000) $859 Shares 205,000 Est. Cost $2.73 Unrealized -11.7%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $854 Shares 7,128 Est. Cost $65.64 Unrealized +41.5%
BANK AMER CORP 0.4%
Value ($000) $853 Shares 54,475 Est. Cost $15.87 Unrealized
SYK STRYKER CORP 0.4%
Value ($000) $848 Shares 7,281 Est. Cost $68.48 Unrealized +53.2%
CMBT EURONAV NV ANTWERPEN 0.4%
Value ($000) $845 Shares 110,700 Est. Cost $4.25 Unrealized -10.0%
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $813 Shares 7,687 Est. Cost $78.32 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 0.4%
Value ($000) $811 Shares 7,226 Est. Cost $106.54 Unrealized
IMCG ISHARES TR 0.4%
Value ($000) $807 Shares 4,955 Est. Cost $145.77 Unrealized
MMM 3M CO 0.4%
Value ($000) $791 Shares 4,486 Est. Cost $89.54 Unrealized +22.0%
VZ VERIZON MUNICATIONS INC 0.4%
Value ($000) $791 Shares 15,217 Est. Cost $27.76 Unrealized +18.5%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $791 Shares 14,673 Est. Cost $43.08 Unrealized +7.1%
GLOBAL NET LEASE INC 0.3%
Value ($000) $768 Shares 94,114 Est. Cost $8.78 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.3%
Value ($000) $754 Shares 12,750 Est. Cost $63.49 Unrealized
SPDR SERIES TRUST 0.3%
Value ($000) $751 Shares 20,443 Est. Cost $38.88 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $719 Shares 19,046 Est. Cost $21.16 Unrealized +35.3%
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 0.3%
Value ($000) $716 Shares 19,349 Est. Cost $39.90 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $708 Shares 9,803 Est. Cost $53.61 Unrealized +22.0%
LQD ISHARES TR IBOXX INV CP ETF 0.3%
Value ($000) $701 Shares 5,694 Est. Cost $115.48 Unrealized
BARCLAYS BK PLC IPSP CROIL 0.3%
Value ($000) $699 Shares 119,951 Est. Cost $7.59 Unrealized
BND VANGUARD BD INDEX FD INC 0.3%
Value ($000) $691 Shares 8,211 Est. Cost $82.48 Unrealized
VGK VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 0.3%
Value ($000) $678 Shares 13,917 Est. Cost $48.72 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $677 Shares 5,260 Est. Cost $72.51 Unrealized +46.6%
PFE PFIZER INC 0.3%
Value ($000) $671 Shares 19,815 Est. Cost $18.86 Unrealized +18.0%
KEY KEYCORP NEW 0.3%
Value ($000) $671 Shares 55,141 Est. Cost $8.09 Unrealized 0.0%
IVV ISHARES TR CORE S&P500 ETF 0.3%
Value ($000) $671 Shares 3,083 Est. Cost $194.17 Unrealized
PFF ISHARES TR U.S. PFD STK ETF 0.3%
Value ($000) $663 Shares 16,777 Est. Cost $39.21 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $659 Shares 4,142 Est. Cost $118.61 Unrealized +26.5%
DBEF DBX ETF TR XTRAK MSCI EAFE 0.3%
Value ($000) $648 Shares 24,551 Est. Cost $25.49 Unrealized
CLAYMORE EXCHANGE TRD FD TR GUGG MSCI GB ETF 0.3%
Value ($000) $647 Shares 25,963 Est. Cost $25.74 Unrealized
IWR ISHARES TR RUS MID-CAP ETF 0.3%
Value ($000) $644 Shares 3,694 Est. Cost $160.85 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.3%
Value ($000) $639 Shares 5,254 Est. Cost $103.16 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $627 Shares 7,002 Est. Cost $89.55 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.3%
Value ($000) $622 Shares 5,969 Est. Cost $90.94 Unrealized
POWERSHARES ETF TR II DEV MKTS EX-US 0.3%
Value ($000) $614 Shares 16,703 Est. Cost $42.49 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $614 Shares 4,384 Est. Cost $83.57 Unrealized +44.2%
AIR PRODS & CHEMS INC 0.3%
Value ($000) $611 Shares 4,061 Est. Cost $143.93 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $608 Shares 9,646 Est. Cost $36.75 Unrealized +19.5%
DVY ISHARES TR SELECT DIVID ETF 0.3%
Value ($000) $605 Shares 7,061 Est. Cost $74.85 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $599 Shares 5,189 Est. Cost $75.21 Unrealized +25.7%
MDT MEDTRONIC PLC 0.3%
Value ($000) $593 Shares 6,867 Est. Cost $59.22 Unrealized +16.2%
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $587 Shares 7,189 Est. Cost $50.20 Unrealized +0.1%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.3%
Value ($000) $579 Shares 2,915 Est. Cost $181.60 Unrealized
GLAXOSMITHKLINE PLC SPONSORED 0.3%
Value ($000) $573 Shares 13,278 Est. Cost $45.69 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $561 Shares 24,263 Est. Cost $21.50 Unrealized -39.3%
SCHO SCHWAB STRATEGIC TR 0.3%
Value ($000) $556 Shares 10,939 Est. Cost $50.79 Unrealized
DHR DANAHER CORP DEL 0.3%
Value ($000) $553 Shares 7,055 Est. Cost $32.70 Unrealized +105.7%
SLYV SPDR SERIES TRUST 0.2%
Value ($000) $545 Shares 5,079 Est. Cost $105.63 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 0.2%
Value ($000) $540 Shares 6,192 Est. Cost $89.03 Unrealized
VGSH VANGUARD SCOTTSDALE FDS SHTRM GVT BD ETF 0.2%
Value ($000) $538 Shares 8,786 Est. Cost $61.23 Unrealized
POWERSHARES ETF TR II EX US SML PORT 0.2%
Value ($000) $536 Shares 19,243 Est. Cost $27.93 Unrealized
DUK DUKE ENERGY CORP NEW NEW 0.2%
Value ($000) $534 Shares 6,676 Est. Cost $49.32 Unrealized +14.3%
C CITIGROUP INC NEW 0.2%
Value ($000) $534 Shares 11,299 Est. Cost $37.20 Unrealized -8.2%
CVS CVS HEALTH CORP 0.2%
Value ($000) $525 Shares 5,901 Est. Cost $64.68 Unrealized +9.6%
IYF ISHARES TR U.S. FINLS ETF 0.2%
Value ($000) $523 Shares 5,809 Est. Cost $90.03 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value ($000) $522 Shares 4,157 Est. Cost $109.82 Unrealized
BIV VANGUARD BD INDEX FD INC 0.2%
Value ($000) $522 Shares 5,951 Est. Cost $87.17 Unrealized
ITB ISHARES TR US HOME CONS ETF 0.2%
Value ($000) $518 Shares 18,809 Est. Cost $27.54 Unrealized
ABBOTT LABS 0.2%
Value ($000) $517 Shares 12,226 Est. Cost $42.29 Unrealized
QCOM QUALM INC 0.2%
Value ($000) $516 Shares 7,530 Est. Cost $52.25 Unrealized -10.2%
POWERSHARES ETF TRUST DYNA BUYBK ACH 0.2%
Value ($000) $504 Shares 10,622 Est. Cost $47.86 Unrealized
IBB ISHARES TR NASDQ BIOTEC ETF 0.2%
Value ($000) $497 Shares 1,716 Est. Cost $289.63 Unrealized
V VISA INC 0.2%
Value ($000) $495 Shares 5,984 Est. Cost $61.50 Unrealized +21.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.2%
Value ($000) $495 Shares 10,367 Est. Cost $45.94 Unrealized +9.8%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $494 Shares 11,152 Est. Cost $36.90 Unrealized -0.2%
VYM VANGUARD WHITEHALL FDS INC 0.2%
Value ($000) $494 Shares 6,842 Est. Cost $67.93 Unrealized
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $489 Shares 5,507 Est. Cost $70.21 Unrealized -6.0%
DPZ DOMINOS PIZZA INC 0.2%
Value ($000) $487 Shares 3,206 Est. Cost $71.89 Unrealized +83.1%
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.2%
Value ($000) $487 Shares 1,725 Est. Cost $262.62 Unrealized
CIGNA CORPORATION 0.2%
Value ($000) $483 Shares 3,705 Est. Cost $90.98 Unrealized
GM GENERAL MTRS CO 0.2%
Value ($000) $478 Shares 15,039 Est. Cost $24.89 Unrealized +3.9%
VOD VODAFONE GROUP PLC NEW SPNSR 0.2%
Value ($000) $478 Shares 16,409 Est. Cost $30.02 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $474 Shares 5,920 Est. Cost $80.07 Unrealized
PROSHARES TR 0.2%
Value ($000) $465 Shares 28,359 Est. Cost $16.40 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $450 Shares 4,118 Est. Cost $65.98 Unrealized +17.1%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $450 Shares 3,681 Est. Cost $20.22 Unrealized +22.8%
ISHARES MSCI TAIWAN ETF 0.2%
Value ($000) $440 Shares 28,021 Est. Cost $15.12 Unrealized
JETS ETF SER SOLUTIONS US GLB JETS 0.2%
Value ($000) $432 Shares 18,769 Est. Cost $23.02 Unrealized
BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $432 Shares 2 Est. Cost $215500.00 Unrealized
TNA DIREXION SHS ETF TR DLY SMCAP BULL3X 0.2%
Value ($000) $428 Shares 5,365 Est. Cost $79.78 Unrealized
RYDEX ETF TRUST GUG S&P500 PU GR 0.2%
Value ($000) $422 Shares 5,014 Est. Cost $81.88 Unrealized
LEUCADIA NATL CORP 0.2%
Value ($000) $418 Shares 21,939 Est. Cost $24.80 Unrealized
SPECTRA ENERGY CORP 0.2%
Value ($000) $415 Shares 9,718 Est. Cost $36.62 Unrealized
AMAZON INC 0.2%
Value ($000) $413 Shares 493 Est. Cost $695.64 Unrealized
MET METLIFE INC 0.2%
Value ($000) $411 Shares 9,257 Est. Cost $31.30 Unrealized -12.5%
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $406 Shares 6,062 Est. Cost $59.86 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $403 Shares 5,438 Est. Cost $53.33 Unrealized +11.3%
FAF FIRST AMERN FINL CORP 0.2%
Value ($000) $403 Shares 10,253 Est. Cost $27.50 Unrealized +10.3%
IWN ISHARES TR RUS 2000 VAL ETF 0.2%
Value ($000) $402 Shares 3,836 Est. Cost $99.41 Unrealized
PROSHARES TR 0.2%
Value ($000) $401 Shares 24,080 Est. Cost $16.65 Unrealized
USMV ISHARES TR MIN VOL USA ETF 0.2%
Value ($000) $399 Shares 8,786 Est. Cost $46.01 Unrealized
VBR VANGUARD INDEX FDS SM CP VAL ETF 0.2%
Value ($000) $393 Shares 3,552 Est. Cost $105.05 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $392 Shares 5,706 Est. Cost $44.94 Unrealized +20.9%
UGL PROSHARES TR 0.2%
Value ($000) $391 Shares 8,895 Est. Cost $44.61 Unrealized
GLW CORNING INC 0.2%
Value ($000) $369 Shares 15,606 Est. Cost $12.87 Unrealized +35.0%
FTEC FIDELITY 0.2%
Value ($000) $366 Shares 10,013 Est. Cost $31.72 Unrealized
POWERSHARES ETF TR II EMER MRKT PORT 0.2%
Value ($000) $366 Shares 20,450 Est. Cost $19.50 Unrealized
AOR ISHARES GRWT ALLOCAT ETF 0.2%
Value ($000) $365 Shares 8,863 Est. Cost $38.84 Unrealized
IWS ISHARES TR RUS MDCP VAL ETF 0.2%
Value ($000) $365 Shares 4,755 Est. Cost $70.64 Unrealized
UBS AG LONDON BRH 0.2%
Value ($000) $361 Shares 18,200 Est. Cost $17.09 Unrealized
WAFD WASHINGTON FED INC 0.2%
Value ($000) $355 Shares 13,320 Est. Cost $15.50 Unrealized +24.7%
EMR EMERSON ELEC CO 0.2%
Value ($000) $355 Shares 6,519 Est. Cost $44.34 Unrealized -4.6%
XBIT XBIOTECH INC 0.2%
Value ($000) $348 Shares 25,833 Est. Cost $16.48 Unrealized -23.3%
EBAY EBAY INC 0.2%
Value ($000) $341 Shares 10,372 Est. Cost $19.76 Unrealized +36.0%
BP PLC SPONSORED 0.2%
Value ($000) $339 Shares 9,645 Est. Cost $30.17 Unrealized
JOE ST JOE CO 0.2%
Value ($000) $337 Shares 18,321 Est. Cost $21.14 Unrealized -12.0%
YUM YUM BRANDS INC 0.2%
Value ($000) $336 Shares 3,701 Est. Cost $46.61 Unrealized +15.6%
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 0.2%
Value ($000) $333 Shares 8,846 Est. Cost $35.18 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.2%
Value ($000) $332 Shares 4,547 Est. Cost $52.62 Unrealized +9.1%
IWP ISHARES TR RUS MD CP GR ETF 0.2%
Value ($000) $332 Shares 3,414 Est. Cost $86.45 Unrealized
KXI ISHARES TR GLB CNSM STP ETF 0.1%
Value ($000) $325 Shares 3,275 Est. Cost $99.97 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $323 Shares 3,311 Est. Cost $80.96 Unrealized -6.2%
STPZ PIMCO ETF TR 1-5 US TIP IDX 0.1%
Value ($000) $321 Shares 6,085 Est. Cost $52.12 Unrealized
EIS ISHARES MSCI ISR CAP ETF 0.1%
Value ($000) $320 Shares 6,668 Est. Cost $48.02 Unrealized
WOOD ISHARES TR GL TIMB FORE ETF 0.1%
Value ($000) $316 Shares 6,293 Est. Cost $45.87 Unrealized
BOEING CO 0.1%
Value ($000) $312 Shares 2,366 Est. Cost $131.87 Unrealized
FS INVT CORP 0.1%
Value ($000) $309 Shares 32,636 Est. Cost $9.09 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $309 Shares 4,290 Est. Cost $71.77 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $308 Shares 3,914 Est. Cost $66.58 Unrealized -8.9%
RYDEX ETF TRUST GUG S&P MC400 PG 0.1%
Value ($000) $305 Shares 2,445 Est. Cost $123.36 Unrealized
DAL DELTA AIR LINES INC DEL NEW 0.1%
Value ($000) $300 Shares 7,615 Est. Cost $36.28 Unrealized -6.9%
SELECT BANCORP INC NEW 0.1%
Value ($000) $298 Shares 37,259 Est. Cost $8.00 Unrealized
CMCSA CAST CORP NEW 0.1%
Value ($000) $298 Shares 4,496 Est. Cost $23.98 Unrealized +11.0%
AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $296 Shares 3,357 Est. Cost $88.17 Unrealized
AMGEN INC 0.1%
Value ($000) $295 Shares 1,769 Est. Cost $161.93 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $291 Shares 1,214 Est. Cost $183.00 Unrealized +6.5%
DON WISDOMTREE TR 0.1%
Value ($000) $290 Shares 3,189 Est. Cost $89.57 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.1%
Value ($000) $286 Shares 2,341 Est. Cost $115.64 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $285 Shares 7,251 Est. Cost $34.11 Unrealized +3.9%
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $285 Shares 3,776 Est. Cost $52.44 Unrealized +12.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $281 Shares 6,396 Est. Cost $34.84 Unrealized +1.1%
HCP INC 0.1%
Value ($000) $281 Shares 7,403 Est. Cost $41.34 Unrealized
MYLAN N V 0.1%
Value ($000) $280 Shares 7,337 Est. Cost $41.05 Unrealized
MAT MATTEL INC 0.1%
Value ($000) $276 Shares 9,110 Est. Cost $30.38 Unrealized +7.6%
POWERSHARES ETF TR II PWRSHS SP500 LOW 0.1%
Value ($000) $273 Shares 7,028 Est. Cost $38.29 Unrealized
KLX INC 0.1%
Value ($000) $271 Shares 7,700 Est. Cost $35.19 Unrealized
NATIONAL INTERSTATE CORP 0.1%
Value ($000) $270 Shares 8,291 Est. Cost $28.05 Unrealized
DEO DIAGEO P L C SPON NEW 0.1%
Value ($000) $267 Shares 2,303 Est. Cost $113.05 Unrealized
MGV VANGUARD WORLD FD MEGA CAP VAL ETF 0.1%
Value ($000) $265 Shares 4,224 Est. Cost $62.74 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $263 Shares 2,748 Est. Cost $95.71 Unrealized
DWM WISDOMTREE TR 0.1%
Value ($000) $261 Shares 5,540 Est. Cost $44.74 Unrealized
VEA VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 0.1%
Value ($000) $261 Shares 6,981 Est. Cost $36.85 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.1%
Value ($000) $257 Shares 6,127 Est. Cost $28.27 Unrealized +12.7%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $251 Shares 8,405 Est. Cost $36.80 Unrealized -21.5%
DEM WISDOMTREE TR 0.1%
Value ($000) $250 Shares 6,662 Est. Cost $47.68 Unrealized
SUB ISHARES TR SHRT NAT MUN ETF 0.1%
Value ($000) $249 Shares 2,346 Est. Cost $106.36 Unrealized
TIP ISHARES TR TIPS BD ETF 0.1%
Value ($000) $249 Shares 2,135 Est. Cost $112.30 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $248 Shares 5,699 Est. Cost $32.79 Unrealized -5.1%
IEMG ISHARES INC 0.1%
Value ($000) $246 Shares 5,386 Est. Cost $41.58 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $238 Shares 1,883 Est. Cost $93.88 Unrealized -0.4%
TJX TJX COS INC NEW 0.1%
Value ($000) $235 Shares 3,136 Est. Cost $33.34 Unrealized +2.8%
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.1%
Value ($000) $229 Shares 5,380 Est. Cost $38.97 Unrealized
MOO VANECK VECTORS ETF TR AGRIBUSINESS ETF 0.1%
Value ($000) $229 Shares 4,578 Est. Cost $50.02 Unrealized
VANECK VECTORS ETF TR HIGH YLD MUN ETF 0.1%
Value ($000) $228 Shares 7,064 Est. Cost $32.28 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $227 Shares 6,066 Est. Cost $34.35 Unrealized
CENTURYLINK INC 0.1%
Value ($000) $224 Shares 8,182 Est. Cost $29.23 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.1%
Value ($000) $220 Shares 6,840 Est. Cost $32.74 Unrealized -3.2%
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $220 Shares 1,480 Est. Cost $137.09 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $218 Shares 2,250 Est. Cost $69.72 Unrealized +7.8%
POWERSHARES ETF TR II S&P500 LOW VOL 0.1%
Value ($000) $217 Shares 5,226 Est. Cost $41.52 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $216 Shares 3,611 Est. Cost $44.13 Unrealized +4.6%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $215 Shares 11,825 Est. Cost $15.43 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $214 Shares 2,389 Est. Cost $53.59 Unrealized +8.3%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $214 Shares 2,660 Est. Cost $80.45 Unrealized
CREDIT SUISSE NASSAU BRH 0.1%
Value ($000) $213 Shares 8,008 Est. Cost $25.47 Unrealized
STONEMOR PARTNERS L P UNITS 0.1%
Value ($000) $212 Shares 8,470 Est. Cost $24.44 Unrealized
DIREXION SHS ETF TR DAILY S&P OIL ADDED 0.1%
Value ($000) $210 Shares 10,560 Est. Cost $19.89 Unrealized
VV VANGUARD INDEX FDS LARGE CAP ETF 0.1%
Value ($000) $208 Shares 2,100 Est. Cost $94.09 Unrealized
PROSHARES TR 0.1%
Value ($000) $208 Shares 5,212 Est. Cost $39.91 Unrealized
HSIC SCHEIN HENRY INC 0.1%
Value ($000) $208 Shares 1,276 Est. Cost $62.44 Unrealized +6.3%
SVVC FIRSTHAND TECH VALUE FD INC 0.1%
Value ($000) $204 Shares 26,000 Est. Cost $7.24 Unrealized 0.0%
KAYNE ANDERSON MLP INVT CO 0.1%
Value ($000) $203 Shares 9,859 Est. Cost $20.59 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $202 Shares 978 Est. Cost $132.93 Unrealized 0.0%
PERFICIENT INC 0.1%
Value ($000) $202 Shares 10,000 Est. Cost $15.20 Unrealized
MFC MANULIFE FINL CORP 0.1%
Value ($000) $186 Shares 13,184 Est. Cost $16.41 Unrealized -17.1%
UBS AG JERSEY BRH 0.1%
Value ($000) $183 Shares 13,490 Est. Cost $13.38 Unrealized
DREYFUS STRATEGIC MUN BD FD 0.1%
Value ($000) $182 Shares 20,507 Est. Cost $7.74 Unrealized
BB BLACKBERRY LTD 0.1%
Value ($000) $176 Shares 22,000 Est. Cost $8.82 Unrealized -14.8%
HUN HUNTSMAN CORP 0.1%
Value ($000) $166 Shares 10,190 Est. Cost $15.84 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $149 Shares 13,756 Est. Cost $10.13 Unrealized +2.9%
BOULDER GROWTH & INE FD I 0.1%
Value ($000) $120 Shares 14,344 Est. Cost $8.58 Unrealized
FELCOR LODGING TR INC 0.0%
Value ($000) $96 Shares 15,000 Est. Cost $7.33 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED 0.0%
Value ($000) $73 Shares 25,500 Est. Cost $3.76 Unrealized
FANG HLDGS LTD ADDED 0.0%
Value ($000) $67 Shares 15,000 Est. Cost $4.47 Unrealized
FIVE STAR QUALITY CARE INC 0.0%
Value ($000) $39 Shares 20,364 Est. Cost $4.14 Unrealized
MEDOVEX CORP 0.0%
Value ($000) $18 Shares 12,000 Est. Cost $4.08 Unrealized
GASTAR EXPL INC NEW 0.0%
Value ($000) $17 Shares 19,700 Est. Cost $1.03 Unrealized
UNITED DEV FDG IV 0.0%
Value ($000) $0 Shares 27,905 Est. Cost Unrealized