M Holdings Securities, Inc. Diversified Active

CIK: 0001569638 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 28, 2017

Total Value ($000): $288,661 (100.0% shares, 0.0% debt)

Holdings (257)

RWO SPDR INDEX SHS FDS DJ GLB RL ES ETF 3.7%
Value ($000) $10,633 Shares 226,909 Est. Cost $46.99 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 3.3%
Value ($000) $9,455 Shares 73,128 Est. Cost $153.96 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 2.9%
Value ($000) $8,337 Shares 79,432 Est. Cost $64.08 Unrealized +4.2%
AAPL APPLE INC COM 2.7%
Value ($000) $7,938 Shares 68,536 Est. Cost $26.09 Unrealized 0.0%
AGO ASSURED GUARANTY LTD COM 2.5%
Value ($000) $7,145 Shares 189,165 Est. Cost $20.89 Unrealized +37.9%
ISHARES GOLD TRUST ISHARES 2.5%
Value ($000) $7,095 Shares 146,540 Est. Cost $14.13 Unrealized
CVX CHEVRON CORP NEW COM 2.5%
Value ($000) $7,079 Shares 60,983 Est. Cost $71.25 Unrealized +3.6%
POWERSHARES QQQ TRUST UNIT SER 1 2.4%
Value ($000) $6,954 Shares 58,692 Est. Cost $118.02 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 2.3%
Value ($000) $6,564 Shares 29,363 Est. Cost $207.48 Unrealized
GENERAL ELECTRIC CO COM 2.2%
Value ($000) $6,483 Shares 65,937 Est. Cost $27.09 Unrealized
LOW LOWES COS INC COM 2.2%
Value ($000) $6,461 Shares 58,011 Est. Cost $58.76 Unrealized +1.8%
JNJ JOHNSON & JOHNSON COM 2.2%
Value ($000) $6,426 Shares 55,496 Est. Cost $84.35 Unrealized +6.4%
GLOBAL NET LEASE INC COM 2.2%
Value ($000) $6,348 Shares 90,241 Est. Cost $8.78 Unrealized
MSFT MICROSOFT CORP COM 2.2%
Value ($000) $6,285 Shares 56,009 Est. Cost $44.12 Unrealized +22.3%
PM PHILIP MORRIS INTL INC COM 2.2%
Value ($000) $6,253 Shares 54,450 Est. Cost $58.23 Unrealized +0.0%
UNITED TECHNOLOGIES CORP COM 1.8%
Value ($000) $5,163 Shares 47,101 Est. Cost $113.74 Unrealized
XOM EXXON MOBIL CORP COM 1.4%
Value ($000) $4,012 Shares 44,453 Est. Cost $59.19 Unrealized -1.7%
VEU VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 1.4%
Value ($000) $4,002 Shares 90,587 Est. Cost $47.17 Unrealized
VTI VANGUARD INDEX FDS TOTAL STK MKT 1.4%
Value ($000) $3,928 Shares 34,060 Est. Cost $110.34 Unrealized
CENTRAL FD CDA LTD CL A 1.2%
Value ($000) $3,581 Shares 313,886 Est. Cost $12.03 Unrealized
IWB ISHARES TR RUS 1000 ETF 1.2%
Value ($000) $3,407 Shares 27,371 Est. Cost $105.11 Unrealized
IGSB ISHARES TR 1-3 YR CR BD ETF 1.2%
Value ($000) $3,391 Shares 32,318 Est. Cost $105.95 Unrealized
FIRST CONN BANCORP INC MD COM 0.9%
Value ($000) $2,718 Shares 120,000 Est. Cost $16.05 Unrealized
JPM JPMORGAN CHASE & CO COM 0.9%
Value ($000) $2,588 Shares 29,989 Est. Cost $43.97 Unrealized +36.2%
POWERSHS DB MULTI SECT COMM PS DB AGRICUL FD 0.9%
Value ($000) $2,478 Shares 124,064 Est. Cost $19.97 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $1,975 Shares 2,492 Est. Cost $37.07 Unrealized +7.1%
DXJ WISDOMTREE TR JAPN HEDGE EQT 0.7%
Value ($000) $1,960 Shares 39,560 Est. Cost $49.54 Unrealized
IGE ISHARES TR NA NAT RES 0.7%
Value ($000) $1,878 Shares 52,246 Est. Cost $37.06 Unrealized
VAW VANGUARD WORLD FDS MATERIALS ETF 0.6%
Value ($000) $1,864 Shares 16,577 Est. Cost $102.45 Unrealized
PEP PEPSICO INC COM 0.6%
Value ($000) $1,842 Shares 17,606 Est. Cost $67.68 Unrealized +17.3%
POWERSHARES ETF TRUST FTSE RAFI 1000 0.6%
Value ($000) $1,827 Shares 18,352 Est. Cost $85.59 Unrealized
FVD FIRST TR VALUE LINE DIVID IN SHS 0.6%
Value ($000) $1,732 Shares 61,778 Est. Cost $28.04 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL DIV APP ETF 0.6%
Value ($000) $1,667 Shares 19,568 Est. Cost $77.49 Unrealized
HON HONEYWELL INTL INC COM 0.6%
Value ($000) $1,665 Shares 14,369 Est. Cost $66.29 Unrealized +27.0%
WMT WAL-MART STORES INC COM 0.6%
Value ($000) $1,645 Shares 23,803 Est. Cost $18.79 Unrealized +6.0%
CSCO CISCO SYS INC COM 0.6%
Value ($000) $1,632 Shares 54,016 Est. Cost $17.55 Unrealized +31.3%
META FACEBOOK INC CL A 0.6%
Value ($000) $1,621 Shares 14,088 Est. Cost $75.47 Unrealized +61.6%
IJH ISHARES TR CORE S&P MCP ETF 0.5%
Value ($000) $1,548 Shares 9,362 Est. Cost $154.98 Unrealized
B/E AEROSPACE INC COM 0.5%
Value ($000) $1,535 Shares 25,500 Est. Cost $60.20 Unrealized
SDY SPDR SERIES TRUST S&P DIVID ETF 0.5%
Value ($000) $1,493 Shares 17,445 Est. Cost $74.17 Unrealized
VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.5%
Value ($000) $1,493 Shares 18,814 Est. Cost $79.93 Unrealized
KO COCA COLA CO COM 0.5%
Value ($000) $1,488 Shares 35,895 Est. Cost $28.46 Unrealized +9.7%
T AT&T INC COM 0.5%
Value ($000) $1,467 Shares 34,500 Est. Cost $12.13 Unrealized +27.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $1,419 Shares 8,550 Est. Cost $108.93 Unrealized -5.4%
DBEF DBX ETF TR XTRAK MSCI EAFE 0.5%
Value ($000) $1,380 Shares 49,190 Est. Cost $26.77 Unrealized
ISCV ISHARES TR MRNING SM CP ETF 0.5%
Value ($000) $1,340 Shares 9,386 Est. Cost $120.86 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.5%
Value ($000) $1,336 Shares 9,910 Est. Cost $119.10 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 0.5%
Value ($000) $1,321 Shares 16,012 Est. Cost $69.86 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.4%
Value ($000) $1,263 Shares 13,584 Est. Cost $83.59 Unrealized
BAC BANK AMER CORP COM 0.4%
Value ($000) $1,214 Shares 54,949 Est. Cost $15.68 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $1,193 Shares 1,546 Est. Cost $36.00 Unrealized +7.4%
IMCV ISHARES TR MRGSTR MD CP VAL 0.4%
Value ($000) $1,151 Shares 7,967 Est. Cost $115.15 Unrealized
AOM ISHARES MODERT ALLOC ETF 0.4%
Value ($000) $1,143 Shares 32,435 Est. Cost $34.13 Unrealized
PYPL PAYPAL HLDGS INC COM 0.4%
Value ($000) $1,113 Shares 28,187 Est. Cost $35.85 Unrealized +11.8%
VDE VANGUARD WORLD FDS ENERGY ETF 0.4%
Value ($000) $1,111 Shares 10,609 Est. Cost $96.23 Unrealized
SHY ISHARES TR 1-3 YR TR BD ETF 0.4%
Value ($000) $1,103 Shares 13,060 Est. Cost $84.00 Unrealized
V VISA INC COM CL A 0.4%
Value ($000) $1,099 Shares 14,090 Est. Cost $69.52 Unrealized +8.5%
TLT ISHARES TR 20 YR TR BD ETF 0.4%
Value ($000) $1,095 Shares 9,192 Est. Cost $136.74 Unrealized
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $1,077 Shares 15,929 Est. Cost $31.35 Unrealized +8.4%
AGG ISHARES TR CORE US AGGBD ET 0.4%
Value ($000) $1,076 Shares 9,959 Est. Cost $110.18 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.4%
Value ($000) $1,073 Shares 10,295 Est. Cost $79.50 Unrealized +14.1%
ISCG ISHARES TR MRGSTR SM CP GR 0.4%
Value ($000) $1,068 Shares 7,375 Est. Cost $132.77 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 0.4%
Value ($000) $1,065 Shares 9,549 Est. Cost $107.75 Unrealized
IJS ISHARES TR SP SMCP600VL ETF 0.4%
Value ($000) $1,063 Shares 7,590 Est. Cost $140.05 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.4%
Value ($000) $1,055 Shares 9,416 Est. Cost $100.98 Unrealized
DLN WISDOMTREE TR LARGECAP DIVID 0.4%
Value ($000) $1,036 Shares 12,966 Est. Cost $70.79 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.4%
Value ($000) $1,024 Shares 84,430 Est. Cost $8.83 Unrealized -15.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value ($000) $1,017 Shares 8,686 Est. Cost $67.78 Unrealized +52.2%
MRK MERCK & CO INC COM 0.3%
Value ($000) $1,005 Shares 17,067 Est. Cost $39.05 Unrealized +12.9%
AOK ISHARES CONSER ALLOC ETF 0.3%
Value ($000) $1,004 Shares 30,856 Est. Cost $31.76 Unrealized
KEY KEYCORP NEW COM 0.3%
Value ($000) $999 Shares 54,667 Est. Cost $8.09 Unrealized +32.3%
HDV ISHARES TR CORE HIGH DV ETF 0.3%
Value ($000) $980 Shares 11,915 Est. Cost $76.50 Unrealized
SYK STRYKER CORP COM 0.3%
Value ($000) $967 Shares 8,074 Est. Cost $71.96 Unrealized +44.4%
DHT DHT HOLDINGS INC SHS NEW 0.3%
Value ($000) $956 Shares 231,000 Est. Cost $2.66 Unrealized -20.6%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $955 Shares 17,900 Est. Cost $28.24 Unrealized +9.7%
WISDOMTREE TR TTL EARNING FD 0.3%
Value ($000) $953 Shares 11,950 Est. Cost $70.64 Unrealized
SPDR SERIES TRUST BLOOMBERG BRCLYS 0.3%
Value ($000) $953 Shares 26,138 Est. Cost $38.35 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO CL A 0.3%
Value ($000) $943 Shares 16,825 Est. Cost $46.52 Unrealized +2.0%
POWERSHARES ETF TRUST FTSE US1500 SM 0.3%
Value ($000) $943 Shares 8,182 Est. Cost $98.38 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.3%
Value ($000) $918 Shares 15,898 Est. Cost $62.35 Unrealized
TNA DIREXION SHS ETF TR DLY SMCAP BULL3X 0.3%
Value ($000) $914 Shares 9,035 Est. Cost $88.46 Unrealized
BND VANGUARD BD INDEX FD INC TOTAL BND MRKT 0.3%
Value ($000) $911 Shares 11,278 Est. Cost $82.02 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.3%
Value ($000) $905 Shares 15,486 Est. Cost $42.90 Unrealized -7.8%
CMBT EURONAV NV ANTWERPEN SHS 0.3%
Value ($000) $898 Shares 112,900 Est. Cost $4.24 Unrealized -17.0%
PICK ISHARES INC MSCI GBL ETF NEW ADDED 0.3%
Value ($000) $870 Shares 33,798 Est. Cost $25.74 Unrealized
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.3%
Value ($000) $857 Shares 9,999 Est. Cost $88.40 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $850 Shares 6,945 Est. Cost $65.64 Unrealized +48.0%
ECL ECOLAB INC COM 0.3%
Value ($000) $843 Shares 7,188 Est. Cost $94.43 Unrealized +12.2%
ISTB ISHARES TR CORE ST USDB ETF 0.3%
Value ($000) $843 Shares 16,852 Est. Cost $50.67 Unrealized
IMCG ISHARES TR MRGSTR MD CP GRW 0.3%
Value ($000) $830 Shares 5,125 Est. Cost $146.31 Unrealized
MUB ISHARES TR NATIONAL MUN ETF 0.3%
Value ($000) $828 Shares 7,651 Est. Cost $110.70 Unrealized
MMM 3M CO COM 0.3%
Value ($000) $817 Shares 4,576 Est. Cost $89.87 Unrealized +18.2%
HD HOME DEPOT INC COM 0.3%
Value ($000) $811 Shares 6,052 Est. Cost $76.55 Unrealized +35.1%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $780 Shares 9,887 Est. Cost $63.22 Unrealized -3.4%
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $772 Shares 10,781 Est. Cost $64.06 Unrealized -17.0%
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 0.3%
Value ($000) $755 Shares 21,080 Est. Cost $39.56 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.2%
Value ($000) $698 Shares 3,101 Est. Cost $194.17 Unrealized
PFF ISHARES TR U.S. PFD STK ETF 0.2%
Value ($000) $676 Shares 18,164 Est. Cost $39.06 Unrealized
LQD ISHARES TR IBOXX INV CP ETF 0.2%
Value ($000) $675 Shares 5,762 Est. Cost $115.50 Unrealized
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $673 Shares 9,444 Est. Cost $60.07 Unrealized +3.8%
ABBV ABBVIE INC COM 0.2%
Value ($000) $666 Shares 10,641 Est. Cost $37.22 Unrealized +12.3%
CLAYMORE EXCHANGE TRD FD TR GUGG MSCI GB ETF 0.2%
Value ($000) $660 Shares 26,641 Est. Cost $25.72 Unrealized
C CITIGROUP INC COM NEW 0.2%
Value ($000) $652 Shares 10,970 Est. Cost $37.20 Unrealized +9.2%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $646 Shares 5,308 Est. Cost $75.63 Unrealized +24.7%
VV VANGUARD INDEX FDS LARGE CAP ETF 0.2%
Value ($000) $645 Shares 6,300 Est. Cost $99.62 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $643 Shares 17,722 Est. Cost $21.16 Unrealized +37.8%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $635 Shares 847 Est. Cost $39.18 Unrealized 0.0%
IVW ISHARES TR S&P 500 GRWT ETF 0.2%
Value ($000) $634 Shares 5,202 Est. Cost $103.16 Unrealized
POWERSHARES ETF TR II DEV MKTS EX-US 0.2%
Value ($000) $626 Shares 16,670 Est. Cost $42.49 Unrealized
SLYV SPDR SERIES TRUST S&P 600 SMCP VAL 0.2%
Value ($000) $624 Shares 5,247 Est. Cost $106.06 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $621 Shares 7,077 Est. Cost $78.32 Unrealized
IYF ISHARES TR U.S. FINLS ETF 0.2%
Value ($000) $620 Shares 6,113 Est. Cost $90.60 Unrealized
VGK VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 0.2%
Value ($000) $619 Shares 12,908 Est. Cost $48.72 Unrealized
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $610 Shares 4,241 Est. Cost $111.62 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $606 Shares 9,296 Est. Cost $52.25 Unrealized -0.0%
DVY ISHARES TR SELECT DIVID ETF 0.2%
Value ($000) $605 Shares 6,826 Est. Cost $74.85 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.2%
Value ($000) $598 Shares 2,915 Est. Cost $181.60 Unrealized
WFC WELLS FARGO & CO NEW COM 0.2%
Value ($000) $587 Shares 10,651 Est. Cost $36.90 Unrealized +5.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $581 Shares 4,119 Est. Cost $118.61 Unrealized +21.2%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $579 Shares 3,619 Est. Cost $83.57 Unrealized +54.5%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.2%
Value ($000) $579 Shares 15,042 Est. Cost $44.84 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.2%
Value ($000) $564 Shares 1,869 Est. Cost $265.63 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 0.2%
Value ($000) $562 Shares 6,489 Est. Cost $88.92 Unrealized
DHR DANAHER CORP DEL COM 0.2%
Value ($000) $560 Shares 7,199 Est. Cost $33.38 Unrealized +98.8%
POWERSHARES ETF TRUST DYNA BUYBK ACH 0.2%
Value ($000) $558 Shares 11,058 Est. Cost $47.96 Unrealized
IWR ISHARES TR RUS MID-CAP ETF 0.2%
Value ($000) $546 Shares 3,053 Est. Cost $160.85 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $524 Shares 6,750 Est. Cost $49.36 Unrealized +6.7%
PFE PFIZER INC COM 0.2%
Value ($000) $520 Shares 16,008 Est. Cost $18.86 Unrealized +8.7%
DPZ DOMINOS PIZZA INC COM 0.2%
Value ($000) $517 Shares 3,244 Est. Cost $72.76 Unrealized +101.7%
LEUCADIA NATL CORP COM 0.2%
Value ($000) $510 Shares 21,939 Est. Cost $24.80 Unrealized
TIP ISHARES TR TIPS BD ETF 0.2%
Value ($000) $504 Shares 4,457 Est. Cost $112.70 Unrealized
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 0.2%
Value ($000) $503 Shares 6,642 Est. Cost $67.93 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.2%
Value ($000) $501 Shares 6,159 Est. Cost $80.12 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.2%
Value ($000) $500 Shares 4,763 Est. Cost $90.94 Unrealized
MET METLIFE INC COM 0.2%
Value ($000) $495 Shares 9,183 Est. Cost $31.30 Unrealized +7.7%
FTSM FIRST TR EXCHANGE TRADED FD FIRST TR ENH NEW 0.2%
Value ($000) $493 Shares 8,225 Est. Cost $59.94 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD ADR 0.2%
Value ($000) $491 Shares 13,552 Est. Cost $36.23 Unrealized
CIGNA CORPORATION COM 0.2%
Value ($000) $489 Shares 3,669 Est. Cost $90.98 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $489 Shares 4,270 Est. Cost $66.49 Unrealized +20.7%
IWN ISHARES TR RUS 2000 VAL ETF 0.2%
Value ($000) $488 Shares 4,101 Est. Cost $100.68 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $488 Shares 2 Est. Cost $230816.08 Unrealized 0.0%
CAT CATERPILLAR INC DEL COM 0.2%
Value ($000) $487 Shares 5,255 Est. Cost $70.21 Unrealized +5.0%
ITB ISHARES TR US HOME CONS ETF 0.2%
Value ($000) $483 Shares 17,589 Est. Cost $27.54 Unrealized
JETS ETF SER SOLUTIONS US GLB JETS 0.2%
Value ($000) $482 Shares 17,310 Est. Cost $23.02 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $474 Shares 12,336 Est. Cost $33.65 Unrealized 0.0%
VB VANGUARD INDEX FDS SMALL CP ETF 0.2%
Value ($000) $472 Shares 3,663 Est. Cost $120.41 Unrealized
VOD VODAFONE GROUP PLC NEW SPNSR ADR 0.2%
Value ($000) $470 Shares 19,237 Est. Cost $29.20 Unrealized
WAFD WASHINGTON FED INC COM 0.2%
Value ($000) $457 Shares 13,316 Est. Cost $15.50 Unrealized +49.3%
POWERSHARES ETF TR II EX US SML PORT 0.2%
Value ($000) $457 Shares 16,924 Est. Cost $27.93 Unrealized
GLD SPDR GOLD TRUST GOLD SHS 0.2%
Value ($000) $449 Shares 4,095 Est. Cost $109.82 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $447 Shares 3,739 Est. Cost $20.27 Unrealized +17.0%
VBR VANGUARD INDEX FDS SM CP VAL ETF 0.2%
Value ($000) $444 Shares 3,670 Est. Cost $105.56 Unrealized
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $425 Shares 4,086 Est. Cost $50.20 Unrealized +24.7%
RYDEX ETF TRUST GUG S&P500 PU GR 0.1%
Value ($000) $419 Shares 5,014 Est. Cost $81.88 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $419 Shares 5,804 Est. Cost $45.12 Unrealized +22.7%
DU PONT E I DE NEMOURS & CO COM 0.1%
Value ($000) $413 Shares 5,622 Est. Cost $59.86 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $410 Shares 2,807 Est. Cost $114.37 Unrealized 0.0%
PROSHARES TR PSHS ULSHT SP500 0.1%
Value ($000) $406 Shares 26,847 Est. Cost $16.40 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.1%
Value ($000) $404 Shares 4,862 Est. Cost $87.17 Unrealized
USMV ISHARES TR MIN VOL USA ETF 0.1%
Value ($000) $398 Shares 8,804 Est. Cost $46.01 Unrealized
TKR TIMKEN CO COM 0.1%
Value ($000) $397 Shares 9,989 Est. Cost $37.16 Unrealized 0.0%
FAF FIRST AMERN FINL CORP COM 0.1%
Value ($000) $395 Shares 10,782 Est. Cost $27.54 Unrealized +2.7%
VO VANGUARD INDEX FDS MID CAP ETF 0.1%
Value ($000) $388 Shares 2,949 Est. Cost $131.57 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $386 Shares 18,614 Est. Cost $21.50 Unrealized -39.1%
WOOD ISHARES TR GL TIMB FORE ETF 0.1%
Value ($000) $385 Shares 7,186 Est. Cost $46.83 Unrealized
IBB ISHARES TR NASDQ BIOTEC ETF 0.1%
Value ($000) $381 Shares 1,437 Est. Cost $289.63 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $381 Shares 4,070 Est. Cost $32.40 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $380 Shares 7,718 Est. Cost $36.34 Unrealized +12.6%
UBS AG LONDON BRH ETRAC ALER MLP 0.1%
Value ($000) $379 Shares 19,052 Est. Cost $17.22 Unrealized
FTEC FIDELITY MSCI INFO TECH I 0.1%
Value ($000) $373 Shares 10,108 Est. Cost $31.72 Unrealized
FS INVT CORP COM 0.1%
Value ($000) $370 Shares 35,903 Est. Cost $9.20 Unrealized
POWERSHARES ETF TR II EMER MRKT PORT 0.1%
Value ($000) $361 Shares 19,900 Est. Cost $19.50 Unrealized
AOR ISHARES GRWT ALLOCAT ETF 0.1%
Value ($000) $360 Shares 8,863 Est. Cost $38.84 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $354 Shares 6,351 Est. Cost $44.34 Unrealized -3.3%
POWERSHARES ETF TR II S&P500 LOW VOL 0.1%
Value ($000) $352 Shares 8,473 Est. Cost $41.53 Unrealized
BARCLAYS BK PLC IPSP CROIL ETN 0.1%
Value ($000) $350 Shares 55,278 Est. Cost $7.59 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $350 Shares 5,345 Est. Cost $53.33 Unrealized +3.8%
ORCL ORACLE CORP COM 0.1%
Value ($000) $349 Shares 9,080 Est. Cost $34.11 Unrealized +0.1%
KLX INC COM 0.1%
Value ($000) $347 Shares 7,700 Est. Cost $35.19 Unrealized
JOE ST JOE CO COM 0.1%
Value ($000) $344 Shares 18,121 Est. Cost $21.14 Unrealized -9.4%
ADP AUTOMATIC DATA PROCESSING IN COM 0.1%
Value ($000) $335 Shares 3,263 Est. Cost $76.76 Unrealized 0.0%
CENTURYLINK INC COM 0.1%
Value ($000) $335 Shares 14,100 Est. Cost $26.93 Unrealized
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $334 Shares 3,976 Est. Cost $66.53 Unrealized -5.2%
DON WISDOMTREE TR MIDCAP DIVI FD 0.1%
Value ($000) $333 Shares 3,526 Est. Cost $90.04 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $328 Shares 4,750 Est. Cost $24.13 Unrealized +11.1%
BA BOEING CO COM 0.1%
Value ($000) $326 Shares 2,097 Est. Cost $135.00 Unrealized 0.0%
MGV VANGUARD WORLD FD MEGA CAP VAL ETF 0.1%
Value ($000) $325 Shares 4,837 Est. Cost $63.30 Unrealized
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 0.1%
Value ($000) $323 Shares 9,035 Est. Cost $35.19 Unrealized
EBAY EBAY INC COM 0.1%
Value ($000) $306 Shares 10,304 Est. Cost $19.76 Unrealized +33.0%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $306 Shares 5,506 Est. Cost $45.58 Unrealized 0.0%
NFLX NETFLIX INC COM 0.1%
Value ($000) $304 Shares 2,455 Est. Cost $11.85 Unrealized 0.0%
KXI ISHARES TR GLB CNSM STP ETF 0.1%
Value ($000) $302 Shares 3,275 Est. Cost $99.97 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.1%
Value ($000) $299 Shares 4,331 Est. Cost $71.77 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.1%
Value ($000) $294 Shares 2,830 Est. Cost $111.34 Unrealized
IWS ISHARES TR RUS MDCP VAL ETF 0.1%
Value ($000) $292 Shares 3,635 Est. Cost $70.64 Unrealized
RYDEX ETF TRUST GUG S&P MC400 PG 0.1%
Value ($000) $291 Shares 2,256 Est. Cost $123.36 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $290 Shares 2,799 Est. Cost $80.96 Unrealized -0.8%
UGL PROSHARES TR II ULTRA GOLD 0.1%
Value ($000) $290 Shares 8,725 Est. Cost $44.61 Unrealized
POWERSHARES ETF TR II PWRSHS SP500 LOW 0.1%
Value ($000) $287 Shares 7,315 Est. Cost $38.33 Unrealized
STPZ PIMCO ETF TR 1-5 US TIP IDX 0.1%
Value ($000) $285 Shares 5,440 Est. Cost $52.12 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $279 Shares 5,574 Est. Cost $32.79 Unrealized +6.0%
BSV VANGUARD BD INDEX FD INC SHORT TRM BOND 0.1%
Value ($000) $278 Shares 3,504 Est. Cost $79.34 Unrealized
VEA VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 0.1%
Value ($000) $276 Shares 7,558 Est. Cost $36.82 Unrealized
TOL TOLL BROTHERS INC COM 0.1%
Value ($000) $274 Shares 8,843 Est. Cost $36.45 Unrealized -18.7%
IWP ISHARES TR RUS MD CP GR ETF 0.1%
Value ($000) $274 Shares 2,813 Est. Cost $86.45 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $273 Shares 3,604 Est. Cost $52.44 Unrealized +10.9%
SELECT BANCORP INC NEW COM 0.1%
Value ($000) $269 Shares 27,259 Est. Cost $8.00 Unrealized
ALK ALASKA AIR GROUP INC COM 0.1%
Value ($000) $264 Shares 2,980 Est. Cost $73.89 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $264 Shares 7,076 Est. Cost $37.31 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $263 Shares 5,927 Est. Cost $34.84 Unrealized -0.3%
MOO VANECK VECTORS ETF TR AGRIBUSINESS ETF 0.1%
Value ($000) $263 Shares 5,132 Est. Cost $50.15 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.1%
Value ($000) $257 Shares 5,867 Est. Cost $28.27 Unrealized +7.7%
DWM WISDOMTREE TR INTL EQUITY FD 0.1%
Value ($000) $257 Shares 5,540 Est. Cost $44.74 Unrealized
VANECK VECTORS ETF TR HIGH YLD MUN ETF 0.1%
Value ($000) $256 Shares 8,612 Est. Cost $31.82 Unrealized
SPECTRA ENERGY CORP COM 0.1%
Value ($000) $256 Shares 6,225 Est. Cost $36.62 Unrealized
VCLT VANGUARD SCOTTSDALE FDS LG-TERM COR BD 0.1%
Value ($000) $247 Shares 2,769 Est. Cost $95.71 Unrealized
MYLAN N V SHS EURO 0.1%
Value ($000) $246 Shares 6,449 Est. Cost $41.05 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $243 Shares 2,250 Est. Cost $69.72 Unrealized +20.5%
PROSHARES TR II ULTRA VIX SHORT 0.1%
Value ($000) $242 Shares 27,640 Est. Cost $15.64 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $242 Shares 4,441 Est. Cost $54.49 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $241 Shares 3,813 Est. Cost $46.80 Unrealized +13.9%
DISCOVER FINL SVCS COM 0.1%
Value ($000) $241 Shares 3,338 Est. Cost $72.20 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $237 Shares 3,148 Est. Cost $33.34 Unrealized -0.3%
DEM WISDOMTREE TR EMER MKT HIGH FD 0.1%
Value ($000) $237 Shares 6,344 Est. Cost $47.68 Unrealized
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $234 Shares 10,689 Est. Cost $18.33 Unrealized 0.0%
IEMG ISHARES INC CORE MSCI EMKT 0.1%
Value ($000) $231 Shares 5,445 Est. Cost $41.59 Unrealized
DES WISDOMTREE TR SMALLCAP DIVID 0.1%
Value ($000) $224 Shares 2,713 Est. Cost $82.57 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $220 Shares 1,431 Est. Cost $137.09 Unrealized
CREDIT SUISSE NASSAU BRH X LNG SHT EQUT 0.1%
Value ($000) $215 Shares 8,008 Est. Cost $25.47 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.1%
Value ($000) $215 Shares 1,561 Est. Cost $137.73 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $214 Shares 5,062 Est. Cost $29.14 Unrealized 0.0%
HCP INC COM 0.1%
Value ($000) $213 Shares 7,155 Est. Cost $41.34 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $210 Shares 3,580 Est. Cost $44.13 Unrealized -3.1%
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.1%
Value ($000) $208 Shares 5,072 Est. Cost $38.97 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $208 Shares 5,944 Est. Cost $34.35 Unrealized
MFC MANULIFE FINL CORP COM 0.1%
Value ($000) $207 Shares 11,601 Est. Cost $16.41 Unrealized -0.8%
HARRIS CORP DEL COM 0.1%
Value ($000) $205 Shares 2,000 Est. Cost $102.50 Unrealized
CHICAGO BRIDGE & IRON CO N V COM 0.1%
Value ($000) $204 Shares 6,415 Est. Cost $31.80 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF UT SER 1 0.1%
Value ($000) $201 Shares 1,019 Est. Cost $197.25 Unrealized
SVVC FIRSTHAND TECH VALUE FD INC COM 0.1%
Value ($000) $199 Shares 26,000 Est. Cost $7.24 Unrealized +10.3%
HUN HUNTSMAN CORP COM 0.1%
Value ($000) $194 Shares 10,190 Est. Cost $15.84 Unrealized +14.6%
UBS AG JERSEY BRH CMCI ETN 38 0.1%
Value ($000) $191 Shares 13,463 Est. Cost $13.38 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $188 Shares 14,246 Est. Cost $10.18 Unrealized +14.0%
SLV ISHARES SILVER TRUST ISHARES 0.1%
Value ($000) $176 Shares 11,625 Est. Cost $15.43 Unrealized
PERFICIENT INC COM 0.1%
Value ($000) $175 Shares 10,000 Est. Cost $15.20 Unrealized
DREYFUS STRATEGIC MUN BD FD COM 0.1%
Value ($000) $166 Shares 20,642 Est. Cost $7.74 Unrealized
ALPS ETF TR ALERIAN MLP 0.1%
Value ($000) $149 Shares 11,797 Est. Cost $12.63 Unrealized
XBIT XBIOTECH INC COM 0.0%
Value ($000) $139 Shares 13,733 Est. Cost $16.48 Unrealized -30.5%
DIREXION SHS ETF TR DAILY S&P OIL 0.0%
Value ($000) $138 Shares 10,560 Est. Cost $19.89 Unrealized
BB BLACKBERRY LTD COM 0.0%
Value ($000) $138 Shares 20,000 Est. Cost $8.82 Unrealized -15.7%
BOULDER GROWTH & INCOME FD I COM 0.0%
Value ($000) $128 Shares 14,344 Est. Cost $8.58 Unrealized
FELCOR LODGING TR INC COM 0.0%
Value ($000) $120 Shares 15,000 Est. Cost $7.33 Unrealized
FIVE STAR QUALITY CARE INC COM 0.0%
Value ($000) $53 Shares 19,657 Est. Cost $4.14 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $48 Shares 15,500 Est. Cost $3.76 Unrealized
FANG HLDGS LTD ADR 0.0%
Value ($000) $33 Shares 10,000 Est. Cost $4.47 Unrealized
GASTAR EXPL INC NEW COM 0.0%
Value ($000) $31 Shares 19,700 Est. Cost $1.03 Unrealized
MEDOVEX CORP COM 0.0%
Value ($000) $13 Shares 10,000 Est. Cost $4.08 Unrealized