M Holdings Securities, Inc. Diversified Active

CIK: 0001569638 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 22, 2017

Total Value ($000): $293,079 (100.0% shares, 0.0% debt)

Holdings (294)

RWO SPDR INDEX SHS FDS DOW JONES GLOBAL REAL ESTATE ETF 3.7%
Value ($000) $10,817 Shares 226,822 Est. Cost $47.00 Unrealized
AAPL APPLE INC COM 3.3%
Value ($000) $9,536 Shares 66,214 Est. Cost $26.09 Unrealized +31.5%
SPY SPDR S&P 500 ETF TR TR UNIT 3.2%
Value ($000) $9,361 Shares 38,713 Est. Cost $214.95 Unrealized
AGO ASSURED GUARANTY LTD COM ISIN#BMG0585R1060 2.9%
Value ($000) $8,505 Shares 203,759 Est. Cost $21.83 Unrealized +55.8%
POWERSHARES QQQ TR UNIT SER 1 2.5%
Value ($000) $7,326 Shares 53,222 Est. Cost $118.02 Unrealized
UNITED TECHNOLOGIES CORP COM 1.9%
Value ($000) $5,580 Shares 45,699 Est. Cost $113.74 Unrealized
IGSB ISHARES TR 1-3 YR CR BD ETF 1.6%
Value ($000) $4,631 Shares 43,972 Est. Cost $105.76 Unrealized
VEU VANGUARD INTL EQUITY INDEX FD INC FTSE ALL WORLD EX US INDEX FD ETFS SHS 1.6%
Value ($000) $4,630 Shares 92,551 Est. Cost $47.26 Unrealized
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 1.5%
Value ($000) $4,300 Shares 34,555 Est. Cost $110.34 Unrealized
XOM EXXON MOBIL CORP COM 1.3%
Value ($000) $3,714 Shares 46,008 Est. Cost $59.06 Unrealized -6.1%
PG PROCTER & GAMBLE CO COM 1.3%
Value ($000) $3,699 Shares 42,444 Est. Cost $64.17 Unrealized +9.3%
GENERAL ELECTRIC CO COM 1.3%
Value ($000) $3,697 Shares 136,875 Est. Cost $28.00 Unrealized
FVD FIRST TR VALUE LINE DIVID INDEX FD SHS ISIN#US33734H1068 1.3%
Value ($000) $3,693 Shares 126,244 Est. Cost $28.87 Unrealized
CENTRAL FD CDA LTD CL A 1.2%
Value ($000) $3,427 Shares 278,172 Est. Cost $12.05 Unrealized
CWB SPDR SER TR BLOOMBERG BARCLAYS CONV SECS ETF 1.1%
Value ($000) $3,170 Shares 63,878 Est. Cost $48.62 Unrealized
FIRST CONN BANCORP INC MD COM 1.1%
Value ($000) $3,078 Shares 120,000 Est. Cost $16.05 Unrealized
IWB ISHARES TR RUSSELL 1000 ETF 1.0%
Value ($000) $2,955 Shares 21,847 Est. Cost $105.11 Unrealized
JNJ JOHNSON & JOHNSON COM 1.0%
Value ($000) $2,886 Shares 21,815 Est. Cost $84.35 Unrealized +19.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.9%
Value ($000) $2,769 Shares 16,350 Est. Cost $153.96 Unrealized +8.0%
DBEF DEUTSCHE X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.9%
Value ($000) $2,669 Shares 88,904 Est. Cost $28.09 Unrealized
JPM JP MORGAN CHASE & CO COM ISIN#US46625H1005 0.9%
Value ($000) $2,515 Shares 27,521 Est. Cost $43.97 Unrealized +55.9%
CVX CHEVRON CORP NEW COM 0.9%
Value ($000) $2,504 Shares 23,996 Est. Cost $72.02 Unrealized +1.6%
VAW VANGUARD WORLD FDS VANGUARD MATLS ETF 0.8%
Value ($000) $2,315 Shares 19,035 Est. Cost $104.90 Unrealized
MSFT MICROSOFT CORP COM 0.8%
Value ($000) $2,288 Shares 33,195 Est. Cost $44.47 Unrealized +40.1%
PEP PEPSICO INC COM 0.8%
Value ($000) $2,274 Shares 19,686 Est. Cost $70.06 Unrealized +25.9%
VIG VANGUARD SPECIALIZED PORTFOLIOS DIVIDEND APPRECIATION INDEX FD ETF 0.8%
Value ($000) $2,274 Shares 24,537 Est. Cost $80.40 Unrealized
XLV SELECT SECTOR SPDR TR HEALTH CARE 0.8%
Value ($000) $2,218 Shares 27,997 Est. Cost $78.25 Unrealized
IGE ISHARES TR NORTH AMERN NAT RES ETF 0.7%
Value ($000) $2,166 Shares 68,423 Est. Cost $35.96 Unrealized
VFH VANGUARD WORLD FDS VANGUARD FINLS ETF 0.7%
Value ($000) $2,135 Shares 34,125 Est. Cost $62.24 Unrealized
HON HONEYWELL INTL INC COM 0.7%
Value ($000) $2,113 Shares 15,850 Est. Cost $71.19 Unrealized +38.7%
GOOGL ALPHABET INC CL A 0.7%
Value ($000) $2,109 Shares 2,269 Est. Cost $37.07 Unrealized +25.2%
BAC BANK AMER CORP COM 0.7%
Value ($000) $2,004 Shares 82,595 Est. Cost $17.24 Unrealized +10.8%
META FACEBOOK INC CL A 0.7%
Value ($000) $1,996 Shares 13,221 Est. Cost $75.47 Unrealized +95.6%
XLE SELECT SECTOR SPDR TR ENERGY 0.7%
Value ($000) $1,979 Shares 30,478 Est. Cost $65.57 Unrealized
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET ETF 0.7%
Value ($000) $1,969 Shares 24,057 Est. Cost $81.93 Unrealized
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $1,967 Shares 62,831 Est. Cost $19.30 Unrealized +29.8%
DLN WISDOMTREE TR US LARGECAP DIVID FD 0.6%
Value ($000) $1,888 Shares 22,460 Est. Cost $76.40 Unrealized
FPE FIRST TR EXCHANGE-TRADED FD III FIRST TR PFD SECS & INCOME ETF 0.6%
Value ($000) $1,886 Shares 94,243 Est. Cost $20.01 Unrealized
KO COCA COLA COMPANY 0.6%
Value ($000) $1,773 Shares 39,535 Est. Cost $29.03 Unrealized +16.0%
AOK ISHARES TR CORE CONSERVATIVE ALLOCATION ETF 0.6%
Value ($000) $1,728 Shares 50,850 Est. Cost $32.63 Unrealized
IJH ISHARES TR CORE S&P MID-CAP ETF 0.6%
Value ($000) $1,638 Shares 9,416 Est. Cost $156.49 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BD INDEX FUND 0.6%
Value ($000) $1,627 Shares 20,323 Est. Cost $79.90 Unrealized
C CITIGROUP INC COM NEW ISIN#US1729674242 0.6%
Value ($000) $1,621 Shares 24,239 Est. Cost $41.33 Unrealized +12.4%
AOM ISHARES TR CORE MODERATE ALLOCATION ETF 0.5%
Value ($000) $1,558 Shares 41,802 Est. Cost $34.84 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF 0.5%
Value ($000) $1,503 Shares 15,564 Est. Cost $85.21 Unrealized
WMT WAL MART STORES INC COM 0.5%
Value ($000) $1,500 Shares 19,814 Est. Cost $18.79 Unrealized +17.2%
BLES NORTHERN LTS FD TR IV INSPIRE GLOBAL HOPE ETF 0.5%
Value ($000) $1,480 Shares 56,607 Est. Cost $26.15 Unrealized
ISHARES GOLD TR ISHARES 0.5%
Value ($000) $1,474 Shares 123,466 Est. Cost $14.13 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $1,471 Shares 32,947 Est. Cost $28.87 Unrealized +2.3%
SDY SPDR SER TR S&P DIVID ETF 0.5%
Value ($000) $1,461 Shares 16,440 Est. Cost $75.24 Unrealized
PYPL PAYPAL HOLDINGS INCO 0.5%
Value ($000) $1,459 Shares 27,187 Est. Cost $35.85 Unrealized +36.8%
POWERSHARES EXCHANGE-TRADED FD TR FTSE RAFI US 1000 PORT 0.5%
Value ($000) $1,429 Shares 13,823 Est. Cost $85.59 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.5%
Value ($000) $1,412 Shares 10,017 Est. Cost $119.10 Unrealized
V VISA INC COM CL A 0.5%
Value ($000) $1,375 Shares 14,657 Est. Cost $70.11 Unrealized +24.7%
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF 0.5%
Value ($000) $1,340 Shares 10,551 Est. Cost $109.44 Unrealized
VNQ VANGUARD INDEX FDS VANGUARD REIT ETF 0.5%
Value ($000) $1,338 Shares 16,070 Est. Cost $70.16 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.5%
Value ($000) $1,338 Shares 20,524 Est. Cost $62.99 Unrealized
ISCV ISHARES TR MORNINGSTAR SMALL-CAP VALUE ETF 0.5%
Value ($000) $1,322 Shares 9,377 Est. Cost $121.42 Unrealized
T AT&T INC COM 0.4%
Value ($000) $1,306 Shares 34,606 Est. Cost $12.24 Unrealized +30.1%
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $1,305 Shares 11,110 Est. Cost $58.23 Unrealized +27.6%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $1,285 Shares 1,414 Est. Cost $36.00 Unrealized +26.2%
SHY ISHARES TR 1-3 YR TREAS BD ETF 0.4%
Value ($000) $1,282 Shares 15,174 Est. Cost $84.21 Unrealized
IJS ISHARES TR S&P SMALL-CAP 600 VALUE ETF 0.4%
Value ($000) $1,243 Shares 8,889 Est. Cost $140.01 Unrealized
LQD ISHARES TR IBOXX USD INVT GRADE CORP BD ETF 0.4%
Value ($000) $1,238 Shares 10,276 Est. Cost $116.67 Unrealized
MRK MERCK & CO INC NEW COM 0.4%
Value ($000) $1,235 Shares 19,275 Est. Cost $41.01 Unrealized +13.5%
ISCG ISHARES TR MORNINGSTAR SMALL-CAP GROWTH ETF 0.4%
Value ($000) $1,219 Shares 7,575 Est. Cost $133.31 Unrealized
IMCV ISHARES TR MORNINGSTAR MID CAP VALUE ETF 0.4%
Value ($000) $1,189 Shares 8,031 Est. Cost $115.15 Unrealized
IVW ISHARES TR S&P 500 GROWTH ETF 0.4%
Value ($000) $1,178 Shares 8,610 Est. Cost $116.77 Unrealized
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $1,152 Shares 15,475 Est. Cost $31.35 Unrealized +25.3%
IWD ISHARES TR RUSSELL 1000 VALUE ETF 0.4%
Value ($000) $1,151 Shares 9,885 Est. Cost $101.71 Unrealized
GNL GLOBAL NET LEASE INC COM 0.4%
Value ($000) $1,149 Shares 51,659 Est. Cost $22.85 Unrealized
SYK STRYKER CORP 0.4%
Value ($000) $1,140 Shares 8,212 Est. Cost $72.77 Unrealized +71.5%
MMM 3M CO COM 0.4%
Value ($000) $1,135 Shares 5,450 Est. Cost $99.07 Unrealized +25.8%
DIS DISNEY WALT CO DISNEY COM 0.4%
Value ($000) $1,129 Shares 10,625 Est. Cost $80.65 Unrealized +27.0%
IYF ISHARES TR US FINANCIALS ETF INDEX FD 0.4%
Value ($000) $1,082 Shares 10,065 Est. Cost $97.15 Unrealized
AGG ISHARES TR CORE U S AGGREGATE BD ETF 0.4%
Value ($000) $1,079 Shares 9,853 Est. Cost $110.16 Unrealized
TLT ISHARES TR 20 YR TR BD ETF 0.4%
Value ($000) $1,073 Shares 8,577 Est. Cost $136.51 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.4%
Value ($000) $1,072 Shares 19,234 Est. Cost $42.31 Unrealized -5.7%
HD HOME DEPOT INC COM 0.4%
Value ($000) $1,039 Shares 6,776 Est. Cost $82.96 Unrealized +50.1%
KEY KEYCORP NEW COM 0.3%
Value ($000) $1,022 Shares 54,541 Est. Cost $8.09 Unrealized +53.2%
WISDOMTREE TR US TOTAL EARNINGS FD 0.3%
Value ($000) $1,022 Shares 11,950 Est. Cost $70.64 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS ISIN#US01609W1027 0.3%
Value ($000) $1,020 Shares 7,237 Est. Cost $91.69 Unrealized
VDE VANGUARD WORLDS FDS VANGUARD ENERGY ETF 0.3%
Value ($000) $986 Shares 11,138 Est. Cost $96.25 Unrealized
IBM INTERNATIONAL BUSINESS MACHS CORP COM 0.3%
Value ($000) $982 Shares 6,386 Est. Cost $107.85 Unrealized -3.8%
MUB ISHARES TR NATL MUN BD ETF FD 0.3%
Value ($000) $965 Shares 8,764 Est. Cost $110.51 Unrealized
DHT DHT HOLDINGS INC SHS NEW ISIN#MHY2065G1219 0.3%
Value ($000) $959 Shares 231,000 Est. Cost $2.66 Unrealized -10.3%
ACN ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34 0.3%
Value ($000) $950 Shares 7,682 Est. Cost $67.78 Unrealized +58.0%
ECL ECOLAB INC COM 0.3%
Value ($000) $950 Shares 7,155 Est. Cost $94.77 Unrealized +24.2%
MDT MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 0.3%
Value ($000) $946 Shares 10,664 Est. Cost $60.65 Unrealized +11.5%
IMCG ISHARES TR MORNINGSTAR MID CAP GROWTH ETF 0.3%
Value ($000) $937 Shares 5,125 Est. Cost $146.31 Unrealized
HDV ISHARES TR CORE HIGH DIVID ETF 0.3%
Value ($000) $933 Shares 11,225 Est. Cost $76.50 Unrealized
ITW ILLINOIS TOOL WORKS INC COM 0.3%
Value ($000) $918 Shares 6,405 Est. Cost $65.64 Unrealized +72.6%
TIP ISHARES TR TIPS BD ETF 0.3%
Value ($000) $916 Shares 8,073 Est. Cost $113.34 Unrealized
VCIT VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS 0.3%
Value ($000) $910 Shares 10,401 Est. Cost $88.32 Unrealized
F FORD MOTOR CO DEL COM PAR 0.3%
Value ($000) $877 Shares 78,337 Est. Cost $8.83 Unrealized -19.7%
PFE PFIZER INC COM 0.3%
Value ($000) $875 Shares 26,036 Est. Cost $19.90 Unrealized +8.6%
CMBT EURONAV NV ANTWERPEN ACT ISIN#BE0003816338 0.3%
Value ($000) $863 Shares 109,200 Est. Cost $4.24 Unrealized -14.7%
CLAYMORE EXCHANGE TRADED FD TR 2 GUGGENHEIM MSCI GLOBAL TIMBER ETF 0.3%
Value ($000) $860 Shares 30,118 Est. Cost $26.07 Unrealized
XLY SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY TRANSN TO 06/24/02 0.3%
Value ($000) $855 Shares 9,543 Est. Cost $83.45 Unrealized
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $813 Shares 14,681 Est. Cost $39.01 Unrealized +8.1%
AMZN AMAZON COM INC 0.3%
Value ($000) $810 Shares 837 Est. Cost $39.38 Unrealized +21.1%
ABBV ABBVIE INC COM 0.3%
Value ($000) $798 Shares 11,010 Est. Cost $40.53 Unrealized +15.9%
PFF ISHARES TR S&P U S PFD STK INDEX FD 0.3%
Value ($000) $779 Shares 19,884 Est. Cost $39.02 Unrealized
IVV ISHARES TR CORE S&P 500 ETF 0.3%
Value ($000) $771 Shares 3,169 Est. Cost $194.83 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.3%
Value ($000) $761 Shares 6,449 Est. Cost $112.82 Unrealized
TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD ADR ISIN#US8816242098 0.3%
Value ($000) $759 Shares 22,857 Est. Cost $34.76 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $745 Shares 10,522 Est. Cost $62.91 Unrealized -23.2%
PROSHARES TR PROSHARES ULTRASHORT R/S EFF 7/17/17 1 OLD / 0.25 NEW CU 74347B383 PROSHARES TR 0.3%
Value ($000) $744 Shares 58,639 Est. Cost $14.74 Unrealized
SSO PROSHARES TR PROSHARES ULTRA S&P500 0.2%
Value ($000) $730 Shares 8,156 Est. Cost $89.50 Unrealized
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $730 Shares 9,077 Est. Cost $63.22 Unrealized -4.6%
SLYV SPDR SER TR S&P 600 SMALL CAP VALUE ETF 0.2%
Value ($000) $725 Shares 6,077 Est. Cost $107.82 Unrealized
LOW LOWES COS INC COM 0.2%
Value ($000) $722 Shares 9,318 Est. Cost $58.76 Unrealized +18.6%
IWR ISHARES TR RUSSELL MID-CAP ETF 0.2%
Value ($000) $722 Shares 3,756 Est. Cost $166.62 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $718 Shares 4,113 Est. Cost $118.61 Unrealized +38.3%
SPDR SER TR BLOOMBERG BARCLAYS HIGH YIELD BD ETF 0.2%
Value ($000) $708 Shares 19,024 Est. Cost $38.35 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.2%
Value ($000) $705 Shares 12,879 Est. Cost $54.74 Unrealized
IYW ISHARES US TECHNOLOGY ETF 0.2%
Value ($000) $704 Shares 5,042 Est. Cost $139.63 Unrealized
POWERSHARES EXCHANGE TRADED FD TR FTSE RAFI US 1500 SMALL MID PORT 0.2%
Value ($000) $701 Shares 5,922 Est. Cost $98.38 Unrealized
POWERSHARES EXCHANGE TRADED FD TR DYNAMIC BUYBACK ACHIEVERS PORT 0.2%
Value ($000) $698 Shares 13,005 Est. Cost $48.75 Unrealized
SDOG ALPS ETF TR SECTOR DIVIDEND DOGS ETF 0.2%
Value ($000) $687 Shares 16,095 Est. Cost $42.95 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.2%
Value ($000) $687 Shares 3,223 Est. Cost $207.51 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF 0.2%
Value ($000) $683 Shares 16,724 Est. Cost $37.78 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $681 Shares 20,188 Est. Cost $23.05 Unrealized +28.3%
BA BOEING CO COM 0.2%
Value ($000) $669 Shares 3,381 Est. Cost $150.37 Unrealized +16.3%
ITB ISHARES TR US HOME CONSTRUCTION ETF FD 0.2%
Value ($000) $668 Shares 19,674 Est. Cost $28.35 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $668 Shares 4,363 Est. Cost $75.63 Unrealized +55.9%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $665 Shares 2,395 Est. Cost $218.34 Unrealized 0.0%
HYG ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF 0.2%
Value ($000) $654 Shares 7,405 Est. Cost $88.79 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A 0.2%
Value ($000) $651 Shares 9,805 Est. Cost $46.52 Unrealized +21.2%
VBR VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF 0.2%
Value ($000) $646 Shares 5,259 Est. Cost $111.31 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $644 Shares 13,256 Est. Cost $34.28 Unrealized +13.5%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $643 Shares 3,470 Est. Cost $83.57 Unrealized +82.7%
IXUS ISHARES TR CORE MSCI TOTAL INTL STK ETF 0.2%
Value ($000) $629 Shares 10,958 Est. Cost $54.76 Unrealized
ENB ENBRIDGE INC COM ISIN#CA29250N1050 0.2%
Value ($000) $628 Shares 15,782 Est. Cost $24.18 Unrealized -1.4%
DVY ISHARES TR SELECT DIVID ETF FD 0.2%
Value ($000) $622 Shares 6,751 Est. Cost $76.02 Unrealized
CIGNA CORP COM 0.2%
Value ($000) $620 Shares 3,705 Est. Cost $90.98 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPT 0.2%
Value ($000) $617 Shares 1,943 Est. Cost $276.40 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 0.2%
Value ($000) $616 Shares 2,774 Est. Cost $181.60 Unrealized
IWF ISHARES TR RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $616 Shares 5,175 Est. Cost $97.49 Unrealized
TOTL SSGA ACTIVE ETF TR SPDR DOBLELINE TOTAL RETURN TACTICAL ETF 0.2%
Value ($000) $613 Shares 12,449 Est. Cost $49.24 Unrealized
NVDA NVIDIA CORP COM 0.2%
Value ($000) $609 Shares 4,210 Est. Cost $2.64 Unrealized +18.9%
ENERGY TRANSFER PARTNERS L P NEW UNIT LTD PARTNERSHIP INT 0.2%
Value ($000) $599 Shares 29,398 Est. Cost $20.38 Unrealized
FAF FIRST AMERN FINL CORP COM 0.2%
Value ($000) $594 Shares 13,300 Est. Cost $28.15 Unrealized +12.8%
DHR DANAHER CORP COM 0.2%
Value ($000) $593 Shares 7,029 Est. Cost $33.38 Unrealized +115.0%
VV VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF 0.2%
Value ($000) $588 Shares 5,300 Est. Cost $99.62 Unrealized
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $579 Shares 4,048 Est. Cost $111.62 Unrealized +2.9%
LEUCADIA NATL CORP COM 0.2%
Value ($000) $574 Shares 21,939 Est. Cost $24.80 Unrealized
TOL TOLL BROS INC 0.2%
Value ($000) $572 Shares 14,483 Est. Cost $36.62 Unrealized +1.9%
MGV VANGUARD WORLD FD VANGUARD MEGA CAP VALUE ETF 0.2%
Value ($000) $571 Shares 8,229 Est. Cost $65.50 Unrealized
POWERSHARES GLOBAL EXH TRD FD TR FTSE DEVELOPED MARKETS EX U S PORT 0.2%
Value ($000) $566 Shares 13,572 Est. Cost $42.49 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD SHS ISIN#IL0010824113 0.2%
Value ($000) $561 Shares 5,145 Est. Cost $98.01 Unrealized +10.2%
FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT MATURITY ETF NEW 0.2%
Value ($000) $554 Shares 9,235 Est. Cost $59.96 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS 0.2%
Value ($000) $551 Shares 7,051 Est. Cost $68.50 Unrealized
SLB SCHLUMBERGER LTD COM ISIN# AN8068571086 0.2%
Value ($000) $544 Shares 8,264 Est. Cost $60.96 Unrealized -8.4%
EW EDWARDS LIFESCIENCES CORP COM 0.2%
Value ($000) $536 Shares 4,535 Est. Cost $32.75 Unrealized +11.5%
JETS ETF SER SOLUTIONS U S GLOBAL JETS ETF 0.2%
Value ($000) $534 Shares 16,946 Est. Cost $23.02 Unrealized
UPS UNITED PARCEL SVC INC CL B 0.2%
Value ($000) $526 Shares 4,754 Est. Cost $69.80 Unrealized +10.8%
AMGN AMGEN INC COM 0.2%
Value ($000) $525 Shares 3,049 Est. Cost $115.18 Unrealized +8.8%
BIV VANGUARD BD INDEX FD INC INTERMEDIATE TERM BD ETF 0.2%
Value ($000) $517 Shares 6,113 Est. Cost $86.45 Unrealized
DU PONT E I DE NEMOURS & CO COM 0.2%
Value ($000) $516 Shares 6,391 Est. Cost $62.36 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $514 Shares 6,144 Est. Cost $51.32 Unrealized +15.1%
ISTB ISHARES TR CORE 1-5 YR USD BD ETF 0.2%
Value ($000) $514 Shares 10,236 Est. Cost $50.67 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $509 Shares 2 Est. Cost $230816.08 Unrealized +8.2%
AOR ISHARES TR CORE GROWTH ALLOCATION ETF 0.2%
Value ($000) $502 Shares 11,505 Est. Cost $39.91 Unrealized
WAFD WASHINGTON FED INC COM 0.2%
Value ($000) $501 Shares 15,104 Est. Cost $16.63 Unrealized +53.4%
VB VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $481 Shares 3,549 Est. Cost $120.68 Unrealized
FTEC FIDELITY COVINGTON TR MSCI INFORMATION TECHNOLOGY INDEX ETF 0.2%
Value ($000) $478 Shares 11,185 Est. Cost $32.73 Unrealized
USMV ISHARES MSCI USA MINIMUM VOLATILITY ETF 0.2%
Value ($000) $475 Shares 9,701 Est. Cost $46.72 Unrealized
ITA ISHARES TR US AEROSPACE & DEFENSE ETF 0.2%
Value ($000) $471 Shares 2,993 Est. Cost $157.37 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQUITY ETF 0.2%
Value ($000) $469 Shares 14,754 Est. Cost $31.79 Unrealized
VANECK VECTORS ETF TR HIGH-YIELD MUN INDEX ETF 0.2%
Value ($000) $463 Shares 14,970 Est. Cost $31.33 Unrealized
TKR TIMKEN CO COM 0.2%
Value ($000) $462 Shares 9,989 Est. Cost $37.16 Unrealized +23.6%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $461 Shares 3,290 Est. Cost $22.02 Unrealized +25.1%
IBB ISHARES TR NASDAQ BIOTECHNOLOGY ETF 0.2%
Value ($000) $451 Shares 1,453 Est. Cost $293.13 Unrealized
VO VANGUARD INDEX FDS VANGUARD MID-CAP ETF 0.2%
Value ($000) $448 Shares 3,143 Est. Cost $132.36 Unrealized
GLAXOSMITHKLINE PLC SPONS ADR 0.2%
Value ($000) $446 Shares 10,343 Est. Cost $44.84 Unrealized
FTC FIRST TR LARGE CAP GROWTH ALPHADEX FD COM SHS 0.2%
Value ($000) $445 Shares 8,095 Est. Cost $52.84 Unrealized
PRU PRUDENTIAL FINL INC COM 0.2%
Value ($000) $443 Shares 4,098 Est. Cost $51.03 Unrealized +39.3%
ORCL ORACLE CORP COM 0.2%
Value ($000) $443 Shares 8,841 Est. Cost $34.47 Unrealized +16.3%
TSEM TOWER SEMICONDUCTOR LTD SHS NEW ISIN#IL0010823792 0.2%
Value ($000) $442 Shares 18,526 Est. Cost $23.59 Unrealized 0.0%
CENTURYLINK INC COM 0.1%
Value ($000) $432 Shares 18,070 Est. Cost $46.10 Unrealized
DPZ DOMINOS PIZZA INC COM 0.1%
Value ($000) $432 Shares 2,041 Est. Cost $72.76 Unrealized +146.3%
SCHE SCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETF 0.1%
Value ($000) $431 Shares 17,341 Est. Cost $24.85 Unrealized
KIM KIMCO REALTY CORP (MARYLAND) 0.1%
Value ($000) $427 Shares 23,250 Est. Cost $14.20 Unrealized -10.7%
WOOD ISHARES TR GLOBAL TIMBER & FORESTRY ETF 0.1%
Value ($000) $425 Shares 6,931 Est. Cost $47.58 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $424 Shares 5,714 Est. Cost $53.78 Unrealized +12.8%
XLB SELECT SECTOR SPDR TR MATLS 0.1%
Value ($000) $424 Shares 7,873 Est. Cost $53.85 Unrealized
UBS AG LONDON BRH ETRACS ALERIAN MLP INDEX ETN 0.1%
Value ($000) $414 Shares 22,069 Est. Cost $17.51 Unrealized
POWERSHARES GLOBAL EXCH TRD FD TR FTSE RAFI DEVELOPED MARKETS EX US SMALL PORT 0.1%
Value ($000) $412 Shares 13,193 Est. Cost $27.93 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR 0.1%
Value ($000) $405 Shares 14,090 Est. Cost $28.62 Unrealized
POWERSHARES S&P 500 HIGH DIVID LOW VOLATILITY PORTFOLIO 0.1%
Value ($000) $404 Shares 10,048 Est. Cost $38.83 Unrealized
VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF 0.1%
Value ($000) $401 Shares 7,269 Est. Cost $48.72 Unrealized
KLX INC COM 0.1%
Value ($000) $385 Shares 7,700 Est. Cost $35.19 Unrealized
POWERSHARES EXCHANGE-TRADED FD TR II S&P 500 LOW VOLATILITY PORT 0.1%
Value ($000) $382 Shares 8,542 Est. Cost $42.91 Unrealized
ALK ALASKA AIR GROUP INC COM 0.1%
Value ($000) $379 Shares 4,222 Est. Cost $76.59 Unrealized +8.1%
ROCKWELL COLLINS INC DEL COM STK 0.1%
Value ($000) $378 Shares 3,602 Est. Cost $104.94 Unrealized
DON WISDOMTREE TR US MIDCAP DIVID FD 0.1%
Value ($000) $376 Shares 3,850 Est. Cost $92.03 Unrealized
DEO DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057 0.1%
Value ($000) $372 Shares 3,107 Est. Cost $113.44 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $371 Shares 3,624 Est. Cost $77.51 Unrealized +8.7%
EBAY EBAY INC COM 0.1%
Value ($000) $362 Shares 10,353 Est. Cost $19.76 Unrealized +54.1%
FS INVT CORP COM 0.1%
Value ($000) $360 Shares 39,328 Est. Cost $9.21 Unrealized
KXI ISHARES GLOBAL CONSUMER STAP ETF 0.1%
Value ($000) $354 Shares 3,467 Est. Cost $99.94 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $347 Shares 10,026 Est. Cost $36.51 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $345 Shares 4,759 Est. Cost $53.41 Unrealized +5.2%
UNP UNION PAC CORP COM 0.1%
Value ($000) $343 Shares 3,152 Est. Cost $82.00 Unrealized +9.9%
CPRT COPART INC COM 0.1%
Value ($000) $340 Shares 10,698 Est. Cost $7.50 Unrealized +2.1%
JOE THE SAINT JOE CO COM 0.1%
Value ($000) $340 Shares 18,121 Est. Cost $21.14 Unrealized -16.2%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $338 Shares 17,634 Est. Cost $18.17 Unrealized -31.4%
IWS ISHARES TR RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $335 Shares 3,978 Est. Cost $73.57 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $335 Shares 5,615 Est. Cost $44.34 Unrealized +8.3%
POWERSHARES GLOBAL EXCH TRD FD TR FTSE RAFI EMERGING MARKETS PORT 0.1%
Value ($000) $334 Shares 16,807 Est. Cost $19.50 Unrealized
SELECT BANCORP INC 0.1%
Value ($000) $333 Shares 27,259 Est. Cost $8.00 Unrealized
ISMD NORTHERN LTS FD TR IV INSPIRE SMALL/ MID CAP IMPACT ETF 0.1%
Value ($000) $331 Shares 13,124 Est. Cost $25.22 Unrealized
RYDEX ETF TR GUGGENHEIM S&P MIDCAP 400 PURE GROWTH ETF 0.1%
Value ($000) $325 Shares 2,322 Est. Cost $126.05 Unrealized
MET METLIFE INC COM 0.1%
Value ($000) $323 Shares 5,871 Est. Cost $31.30 Unrealized +10.6%
CMCSA COMCAST CORP CL A 0.1%
Value ($000) $323 Shares 8,306 Est. Cost $26.63 Unrealized +19.8%
BT GROUP PLC ADR 0.1%
Value ($000) $322 Shares 16,600 Est. Cost $19.93 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $320 Shares 1,247 Est. Cost $217.50 Unrealized 0.0%
TGT TARGET CORP COM 0.1%
Value ($000) $318 Shares 6,074 Est. Cost $44.94 Unrealized -5.3%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $317 Shares 7,341 Est. Cost $35.14 Unrealized +4.3%
DWM WISDOMTREE TR INTL EQUITY FD 0.1%
Value ($000) $316 Shares 6,098 Est. Cost $45.39 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $313 Shares 2,095 Est. Cost $11.85 Unrealized +29.8%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $311 Shares 2,557 Est. Cost $73.18 Unrealized +35.0%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.1%
Value ($000) $308 Shares 6,152 Est. Cost $42.48 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $308 Shares 5,653 Est. Cost $13.56 Unrealized +12.3%
IWN ISHARES TR RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $303 Shares 2,550 Est. Cost $101.29 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $303 Shares 6,889 Est. Cost $33.97 Unrealized +4.5%
EEM ISHARES TR MSCI EMERGING MKTS ETF 0.1%
Value ($000) $301 Shares 7,274 Est. Cost $35.61 Unrealized
BSV VANGUARD BD INDEX FD INC SHORT TERM BD ETF 0.1%
Value ($000) $299 Shares 3,747 Est. Cost $79.41 Unrealized
RAYTHEON CO COM NEW 0.1%
Value ($000) $297 Shares 1,841 Est. Cost $161.33 Unrealized
UGL PROSHARES TR II PROSHARES ULTRA GOLD 0.1%
Value ($000) $289 Shares 7,665 Est. Cost $44.61 Unrealized
STPZ PIMCO ETF TR 1-5 YR US TIPS INDEX EXCHANGE-TRADED FD 0.1%
Value ($000) $280 Shares 5,363 Est. Cost $52.15 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $279 Shares 3,315 Est. Cost $69.38 Unrealized +1.3%
NEW YORK CMNTY BANCORP INC COM 0.1%
Value ($000) $276 Shares 21,050 Est. Cost $13.11 Unrealized
USB US BANCORP DEL COM 0.1%
Value ($000) $275 Shares 5,288 Est. Cost $36.97 Unrealized 0.0%
EAT BRINKER INTL INC COM 0.1%
Value ($000) $271 Shares 7,100 Est. Cost $39.29 Unrealized -5.4%
QCOM QUALCOMM INC 0.1%
Value ($000) $271 Shares 4,915 Est. Cost $51.19 Unrealized -13.6%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $269 Shares 3,648 Est. Cost $46.80 Unrealized +27.4%
BOND PIMCO ETF TR ACTIVE BD ETF 0.1%
Value ($000) $268 Shares 2,526 Est. Cost $105.48 Unrealized
MOO VANECK VECTORS ETF TR AGRIBUSINESS ETF 0.1%
Value ($000) $266 Shares 4,841 Est. Cost $50.41 Unrealized
HUN HUNTSMAN CORP COM 0.1%
Value ($000) $263 Shares 10,190 Est. Cost $15.84 Unrealized +56.4%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.1%
Value ($000) $263 Shares 6,840 Est. Cost $33.65 Unrealized +10.8%
VCLT VANGUARD SCOTTSDALE FDS VANGUARD LONG-TERM CORPORATE BOND INDEX FUND 0.1%
Value ($000) $262 Shares 2,811 Est. Cost $95.71 Unrealized
DEM WISDOMTREE TR EMERGING MKTS HIGH DIVID FD 0.1%
Value ($000) $261 Shares 6,378 Est. Cost $46.62 Unrealized
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.1%
Value ($000) $257 Shares 11,621 Est. Cost $22.12 Unrealized
FLOT ISHARES TR FLTG RATE NT ETF 0.1%
Value ($000) $257 Shares 5,048 Est. Cost $50.91 Unrealized
PLAB PHOTRONICS INC 0.1%
Value ($000) $254 Shares 26,995 Est. Cost $10.57 Unrealized 0.0%
CENTERSTATE BKS INC COM 0.1%
Value ($000) $249 Shares 10,019 Est. Cost $24.85 Unrealized
DISCOVER FINL SVCS COM INC 0.1%
Value ($000) $249 Shares 4,001 Est. Cost $69.83 Unrealized
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $248 Shares 1,924 Est. Cost $96.22 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $247 Shares 5,538 Est. Cost $29.53 Unrealized +13.6%
FEX FIRST TR LARGE CAP CORE ALPHADEX FD COM SHS 0.1%
Value ($000) $244 Shares 4,589 Est. Cost $53.17 Unrealized
RYDEX ETF TR GUGGENHEIM S&P 500 PURE GROWTH ETF 0.1%
Value ($000) $243 Shares 2,584 Est. Cost $81.88 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.1%
Value ($000) $241 Shares 5,843 Est. Cost $39.25 Unrealized
BLACKSTONE GROUP L P COM UNIT REPSTG LTD 0.1%
Value ($000) $239 Shares 7,152 Est. Cost $33.42 Unrealized
EFAV ISHARES MSCI EAFE MINIMUM VOLATILITY ETF 0.1%
Value ($000) $238 Shares 3,437 Est. Cost $66.44 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP INC COM 0.1%
Value ($000) $238 Shares 5,527 Est. Cost $28.49 Unrealized +15.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $238 Shares 5,769 Est. Cost $36.82 Unrealized
MTUM ISHARES EDGE MSCI USA MOMNTM ETF 0.1%
Value ($000) $235 Shares 2,647 Est. Cost $82.74 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $234 Shares 2,842 Est. Cost $71.29 Unrealized 0.0%
HSIC SCHEIN HENRY INC COM 0.1%
Value ($000) $234 Shares 1,276 Est. Cost $64.97 Unrealized +7.3%
DIREXION SHS ETF TR DAILY S&P OIL & GAS EXP & PROD BEAR 3X SHS NEW 0.1%
Value ($000) $229 Shares 10,060 Est. Cost $19.89 Unrealized
GIS GENERAL MILLS INC COM 0.1%
Value ($000) $229 Shares 4,137 Est. Cost $42.00 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $229 Shares 1,156 Est. Cost $161.99 Unrealized 0.0%
DOL WISDOMTREE TR INTL LARGECAP DIVID FD 0.1%
Value ($000) $228 Shares 4,815 Est. Cost $47.35 Unrealized
POWERSHARES S&P MIDCAP LOW VOL ETF 0.1%
Value ($000) $227 Shares 5,251 Est. Cost $42.28 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $226 Shares 1,041 Est. Cost $171.00 Unrealized 0.0%
IWP ISHARES TR RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $225 Shares 2,079 Est. Cost $86.45 Unrealized
KHC KRAFT HEINZ CO COM STK 0.1%
Value ($000) $221 Shares 2,585 Est. Cost $60.74 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $219 Shares 2,800 Est. Cost $78.21 Unrealized
SVVC FIRSTHAND TECHNOLOGY VALUE FD INC COM 0.1%
Value ($000) $218 Shares 26,000 Est. Cost $7.24 Unrealized +15.2%
HARRIS CORP DEL 0.1%
Value ($000) $218 Shares 2,000 Est. Cost $102.50 Unrealized
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $218 Shares 759 Est. Cost $273.75 Unrealized +6.6%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $216 Shares 3,513 Est. Cost $46.87 Unrealized 0.0%
VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $216 Shares 1,534 Est. Cost $140.81 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $214 Shares 3,669 Est. Cost $45.58 Unrealized +10.2%
IAT ISHARES TR US REGIONAL BANKS INDEX FD ETF 0.1%
Value ($000) $212 Shares 4,651 Est. Cost $45.58 Unrealized
IEF ISHARES TR BARCLAYS 7-10 YR TREAS BD ETF 0.1%
Value ($000) $212 Shares 1,984 Est. Cost $106.85 Unrealized
MYLAN N V SHS EURO ISIN#NL0011031208 0.1%
Value ($000) $212 Shares 5,449 Est. Cost $41.05 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $211 Shares 2,929 Est. Cost $33.34 Unrealized +0.2%
JCI JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619 0.1%
Value ($000) $209 Shares 4,814 Est. Cost $34.34 Unrealized 0.0%
FTA FIRST TR LARGE CAP VALUE ALPHADEX FD COM SHS 0.1%
Value ($000) $204 Shares 4,064 Est. Cost $50.20 Unrealized
ANGL VANECK VECTORS ETF TR FALLEN ANGEL HIGH YIELD ETF 0.1%
Value ($000) $200 Shares 6,760 Est. Cost $29.59 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $195 Shares 16,196 Est. Cost $10.30 Unrealized +6.9%
PERFICIENT INC COM 0.1%
Value ($000) $186 Shares 10,000 Est. Cost $15.20 Unrealized
UBS AG JERSEY BRH E TRACS LKD UBS BLOOMBERG CONSTANT MTY COMMODITY TOTAL RETURN 0.0%
Value ($000) $146 Shares 10,732 Est. Cost $13.60 Unrealized
BOULDER GROWTH & INCOME FD INC COM 0.0%
Value ($000) $139 Shares 14,344 Est. Cost $8.58 Unrealized
DREYFUS STRATEGIC MUN BD FD INC COM 0.0%
Value ($000) $133 Shares 15,613 Est. Cost $7.74 Unrealized
GABELLI MULTIMEDIA TR INC COM 0.0%
Value ($000) $130 Shares 14,515 Est. Cost $8.96 Unrealized
FELCOR LODGING TR INC COM 0.0%
Value ($000) $108 Shares 15,000 Est. Cost $7.33 Unrealized
GROUPON INC COM 0.0%
Value ($000) $38 Shares 10,000 Est. Cost $3.80 Unrealized
FANG HLDGS LTD ADR 0.0%
Value ($000) $37 Shares 10,000 Est. Cost $4.47 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONS ADR ISIN#US5394391099 0.0%
Value ($000) $36 Shares 10,200 Est. Cost $3.76 Unrealized
GASTAR EXPLORATION 0.0%
Value ($000) $28 Shares 30,195 Est. Cost $1.00 Unrealized