M Holdings Securities, Inc. Diversified Active

CIK: 0001569638 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 17, 2018

Total Value ($000): $363,774 (100.0% shares, 0.0% debt)

Holdings (342)

SPY SPDR S&P 500 ETF TR TR UNIT 5.2%
Value ($000) $18,778 Shares 69,219 Est. Cost $240.16 Unrealized
AAPL APPLE INC COM 3.3%
Value ($000) $12,156 Shares 65,671 Est. Cost $29.86 Unrealized +43.2%
IGSB ISHARES TR SHORT-TERM CORP BD ETF 2.2%
Value ($000) $7,858 Shares 75,776 Est. Cost $105.19 Unrealized
UNITED TECHNOLOGIES CORP COM 2.1%
Value ($000) $7,737 Shares 61,878 Est. Cost $116.62 Unrealized
AGO ASSURED GUARANTY LTD COM ISIN#BMG0585R1060 2.1%
Value ($000) $7,640 Shares 213,815 Est. Cost $22.30 Unrealized +43.1%
VEU VANGUARD INTL EQUITY INDEX FD INC FTSE ALL WORLD EX US INDEX FD ETFS SHS 1.5%
Value ($000) $5,492 Shares 105,949 Est. Cost $48.69 Unrealized
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 1.5%
Value ($000) $5,328 Shares 37,943 Est. Cost $114.72 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 1.4%
Value ($000) $5,091 Shares 29,660 Est. Cost $171.65 Unrealized
DBEF DBX ETF TR X-TRACKERS MSCI EAFE HEDGED EQUITY FD 1.2%
Value ($000) $4,236 Shares 134,901 Est. Cost $29.11 Unrealized
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $4,234 Shares 51,175 Est. Cost $58.66 Unrealized -4.3%
BND VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF 1.1%
Value ($000) $4,183 Shares 52,825 Est. Cost $81.09 Unrealized
IJH ISHARES TR CORE S&P MID-CAP ETF 1.1%
Value ($000) $3,839 Shares 19,710 Est. Cost $174.55 Unrealized
MSFT MICROSOFT CORP COM 1.0%
Value ($000) $3,717 Shares 37,697 Est. Cost $48.82 Unrealized +83.9%
CEF SPROTT PHYSICAL GOLD & SILVER TR TR UNIT ISIN#CA85208R1010 1.0%
Value ($000) $3,698 Shares 295,140 Est. Cost $13.22 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $3,677 Shares 2,163 Est. Cost $62.95 Unrealized +26.1%
FIRST CONN BANCORP INC MD COM 1.0%
Value ($000) $3,672 Shares 120,000 Est. Cost $16.05 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $3,607 Shares 19,325 Est. Cost $171.32 Unrealized +13.8%
PG PROCTER & GAMBLE CO COM 1.0%
Value ($000) $3,605 Shares 46,178 Est. Cost $64.33 Unrealized -3.9%
VAW VANGUARD WORLD FDS VANGUARD MATLS ETF 1.0%
Value ($000) $3,562 Shares 27,075 Est. Cost $112.54 Unrealized
IWB ISHARES TR RUSSELL 1000 ETF 1.0%
Value ($000) $3,481 Shares 22,906 Est. Cost $108.51 Unrealized
IGE ISHARES TR NORTH AMERN NAT RES ETF 0.9%
Value ($000) $3,428 Shares 92,990 Est. Cost $35.45 Unrealized
JPM JP MORGAN CHASE & CO COM ISIN#US46625H1005 0.9%
Value ($000) $3,253 Shares 31,220 Est. Cost $49.37 Unrealized +80.3%
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $2,985 Shares 24,599 Est. Cost $87.35 Unrealized +15.3%
TOTL SSGA ACTIVE ETF TR SPDR DOBLELINE TOTAL RETURN TACTICAL ETF 0.8%
Value ($000) $2,866 Shares 60,268 Est. Cost $48.65 Unrealized
HON HONEYWELL INTL INC COM 0.8%
Value ($000) $2,823 Shares 19,600 Est. Cost $80.43 Unrealized +41.2%
IJS ISHARES TR S&P SMALL-CAP 600 VALUE ETF 0.8%
Value ($000) $2,787 Shares 17,071 Est. Cost $147.72 Unrealized
GENERAL ELECTRIC CO COM 0.7%
Value ($000) $2,716 Shares 199,582 Est. Cost $21.85 Unrealized
CVX CHEVRON CORP NEW COM 0.7%
Value ($000) $2,653 Shares 20,980 Est. Cost $73.52 Unrealized +21.3%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $2,645 Shares 61,480 Est. Cost $19.66 Unrealized +76.7%
META FACEBOOK INC CL A 0.7%
Value ($000) $2,637 Shares 13,571 Est. Cost $88.32 Unrealized +103.2%
BAC BANK OF AMERICA CORPORATION COM 0.7%
Value ($000) $2,598 Shares 92,151 Est. Cost $19.14 Unrealized +29.9%
GIS GENERAL MILLS INC COM 0.7%
Value ($000) $2,555 Shares 57,720 Est. Cost $34.12 Unrealized -2.1%
QCOM QUALCOMM INC 0.7%
Value ($000) $2,436 Shares 43,414 Est. Cost $45.17 Unrealized +1.6%
T AT&T INC COM 0.7%
Value ($000) $2,408 Shares 74,983 Est. Cost $13.82 Unrealized +5.1%
GOOGL ALPHABET INC CL A 0.7%
Value ($000) $2,367 Shares 2,096 Est. Cost $37.41 Unrealized +44.3%
BEP BROOKFIELD RENEWABLE PARTNERS LP ISIN#BMG162581083 0.6%
Value ($000) $2,344 Shares 77,997 Est. Cost $30.05 Unrealized
KO COCA COLA COMPANY 0.6%
Value ($000) $2,278 Shares 51,936 Est. Cost $30.55 Unrealized +11.3%
PEP PEPSICO INC COM 0.6%
Value ($000) $2,231 Shares 20,496 Est. Cost $71.94 Unrealized +13.6%
V VISA INC COM CL A 0.6%
Value ($000) $2,161 Shares 16,314 Est. Cost $75.98 Unrealized +60.7%
IWM ISHARES TR RUSSELL 2000 ETF 0.6%
Value ($000) $2,055 Shares 12,550 Est. Cost $126.60 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.6%
Value ($000) $2,055 Shares 8,465 Est. Cost $225.07 Unrealized
DLN WISDOMTREE TR U S LARGECAP DIVID FD 0.6%
Value ($000) $2,023 Shares 22,541 Est. Cost $76.40 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF 0.6%
Value ($000) $2,022 Shares 13,499 Est. Cost $117.13 Unrealized
VNQ VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF 0.6%
Value ($000) $2,008 Shares 24,653 Est. Cost $73.12 Unrealized
WMT WALMART INC COM 0.5%
Value ($000) $1,986 Shares 23,189 Est. Cost $20.17 Unrealized +25.2%
VIG VANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETF 0.5%
Value ($000) $1,937 Shares 19,062 Est. Cost $81.38 Unrealized
IJK ISHARES TR S&P MIDCAP 400 GROWTH ETF 0.5%
Value ($000) $1,914 Shares 8,513 Est. Cost $220.19 Unrealized
AOK ISHARES TR CORE CONSERVATIVE ALLOCATION ETF 0.5%
Value ($000) $1,905 Shares 56,034 Est. Cost $32.76 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.5%
Value ($000) $1,807 Shares 32,657 Est. Cost $42.65 Unrealized -4.7%
C CITIGROUP INC COM NEW ISIN#US1729674242 0.5%
Value ($000) $1,761 Shares 26,319 Est. Cost $42.21 Unrealized +25.6%
PYPL PAYPAL HLDGS INC COM 0.5%
Value ($000) $1,751 Shares 21,029 Est. Cost $37.04 Unrealized +114.7%
BLES NORTHERN LTS FD TR IV INSPIRE GLOBAL HOPE ETF 0.5%
Value ($000) $1,727 Shares 61,674 Est. Cost $26.45 Unrealized
XLB SELECT SECTOR SPDR TR MATLS 0.5%
Value ($000) $1,702 Shares 29,318 Est. Cost $59.13 Unrealized
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD 0.5%
Value ($000) $1,674 Shares 21,428 Est. Cost $79.86 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF 0.5%
Value ($000) $1,664 Shares 39,430 Est. Cost $40.55 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $1,663 Shares 1,491 Est. Cost $38.90 Unrealized +37.9%
NVDA NVIDIA CORP COM 0.4%
Value ($000) $1,632 Shares 6,891 Est. Cost $3.93 Unrealized +52.8%
EFA ISHARES TR MSCI EAFE ETF 0.4%
Value ($000) $1,615 Shares 24,111 Est. Cost $63.90 Unrealized
AOM ISHARES TR CORE MODERATE ALLOCATION ETF 0.4%
Value ($000) $1,563 Shares 41,636 Est. Cost $34.84 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF 0.4%
Value ($000) $1,548 Shares 14,906 Est. Cost $86.54 Unrealized
SYK STRYKER CORP 0.4%
Value ($000) $1,541 Shares 9,126 Est. Cost $80.14 Unrealized +93.1%
PRF INVESCO EXCHANGE TRADED FD TR FTSE RAFI US 1000 ETF 0.4%
Value ($000) $1,533 Shares 13,615 Est. Cost $112.60 Unrealized
VDE VANGUARD WORLD FDS VANGUARD ENERGY ETF 0.4%
Value ($000) $1,505 Shares 14,324 Est. Cost $95.37 Unrealized
ISCG ISHARES TR MORNINGSTAR SMALL-CAP GROWTH ETF 0.4%
Value ($000) $1,504 Shares 7,575 Est. Cost $133.31 Unrealized
SIL GLOBAL X FDS GLOBAL X SILVER MINERS ETF NEW 0.4%
Value ($000) $1,432 Shares 49,578 Est. Cost $30.60 Unrealized
ISHARES IBONDS SEP 2020 TERM MUNI BOND ETF 0.4%
Value ($000) $1,423 Shares 56,055 Est. Cost $25.35 Unrealized
ISHARES TR IBONDS SEP 2019 TERM MUN BD ETF 0.4%
Value ($000) $1,420 Shares 55,914 Est. Cost $25.30 Unrealized
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $1,403 Shares 24,703 Est. Cost $32.02 Unrealized +0.6%
FVD FIRST TR VALUE LINE DIVID INDEX FD SHS 0.4%
Value ($000) $1,380 Shares 45,590 Est. Cost $28.92 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.4%
Value ($000) $1,346 Shares 14,523 Est. Cost $75.63 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027 0.4%
Value ($000) $1,277 Shares 6,881 Est. Cost $100.03 Unrealized
LQD ISHARES TR IBOXX USD INVT GRADE CORP BD ETF 0.4%
Value ($000) $1,277 Shares 11,145 Est. Cost $117.03 Unrealized
IMCV ISHARES TR MORNINGSTAR MID CAP VALUE ETF 0.4%
Value ($000) $1,275 Shares 8,011 Est. Cost $115.15 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $1,258 Shares 5,128 Est. Cost $119.77 Unrealized +77.1%
DIS DISNEY WALT CO DISNEY COM 0.3%
Value ($000) $1,254 Shares 11,962 Est. Cost $82.50 Unrealized +17.8%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $1,241 Shares 24,661 Est. Cost $28.87 Unrealized +11.6%
ACN ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34 0.3%
Value ($000) $1,219 Shares 7,453 Est. Cost $71.83 Unrealized +93.9%
ISCV ISHARES TR MORNINGSTAR SMALL-CAP VALUE ETF 0.3%
Value ($000) $1,210 Shares 7,937 Est. Cost $121.42 Unrealized
UPS UNITED PARCEL SVC INC CL B 0.3%
Value ($000) $1,183 Shares 11,137 Est. Cost $79.12 Unrealized +5.9%
IWD ISHARES TR RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $1,173 Shares 9,662 Est. Cost $103.01 Unrealized
HD HOME DEPOT INC COM 0.3%
Value ($000) $1,160 Shares 5,944 Est. Cost $141.79 Unrealized +9.3%
RWO SPDR INDEX SHS FDS DOW JONES GLOBAL REAL ESTATE ETF 0.3%
Value ($000) $1,160 Shares 24,105 Est. Cost $47.00 Unrealized
ISHARES TR IBONDS DEC 2020 TERM CORPORATE ETF FD 0.3%
Value ($000) $1,149 Shares 45,888 Est. Cost $25.08 Unrealized
MRK MERCK & CO INC NEW COM 0.3%
Value ($000) $1,145 Shares 18,866 Est. Cost $41.71 Unrealized +6.7%
AGG ISHARES TR CORE U S AGGREGATE BD ETF 0.3%
Value ($000) $1,141 Shares 10,736 Est. Cost $110.00 Unrealized
ECL ECOLAB INC COM 0.3%
Value ($000) $1,139 Shares 8,116 Est. Cost $99.47 Unrealized +33.6%
VANECK VECTORS ETF TR HIGH-YIELD MUN INDEX ETF 0.3%
Value ($000) $1,139 Shares 36,207 Est. Cost $31.28 Unrealized
GNL GLOBAL NET LEASE INC COM 0.3%
Value ($000) $1,138 Shares 55,718 Est. Cost $22.56 Unrealized
WISDOMTREE TR U S TOTAL EARNINGS FD 0.3%
Value ($000) $1,134 Shares 35,850 Est. Cost $44.80 Unrealized
WOOD ISHARES TR GLOBAL TIMBER & FORESTRY ETF 0.3%
Value ($000) $1,133 Shares 14,509 Est. Cost $63.21 Unrealized
MMM 3M CO COM 0.3%
Value ($000) $1,130 Shares 5,745 Est. Cost $102.08 Unrealized +27.5%
ISHARES TR IBONDS DEC 2019 TERM CORPORATE ETF FD 0.3%
Value ($000) $1,129 Shares 45,553 Est. Cost $24.77 Unrealized
BA BOEING CO COM 0.3%
Value ($000) $1,123 Shares 3,347 Est. Cost $169.08 Unrealized +95.4%
IMCG ISHARES TR MORNINGSTAR MID CAP GROWTH ETF 0.3%
Value ($000) $1,085 Shares 4,955 Est. Cost $146.31 Unrealized
DOWDUPONT INC COM 0.3%
Value ($000) $1,054 Shares 15,986 Est. Cost $67.16 Unrealized
ETF SER SOLUTIONS BRAND VALUE ETF 0.3%
Value ($000) $1,049 Shares 67,893 Est. Cost $15.29 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.3%
Value ($000) $1,048 Shares 15,086 Est. Cost $56.39 Unrealized
ITW ILLINOIS TOOL WORKS INC COM 0.3%
Value ($000) $1,038 Shares 7,492 Est. Cost $75.41 Unrealized +62.6%
PFE PFIZER INC COM 0.3%
Value ($000) $1,034 Shares 28,495 Est. Cost $20.39 Unrealized +19.2%
ABBV ABBVIE INC COM 0.3%
Value ($000) $999 Shares 10,780 Est. Cost $40.81 Unrealized +72.8%
ISHARES GOLD TR ISHARES 0.3%
Value ($000) $993 Shares 82,636 Est. Cost $14.13 Unrealized
IBD NORTHERN LTS FD TR IV INSPIRE CORPORATE BD IMPACT ETF 0.3%
Value ($000) $984 Shares 40,329 Est. Cost $24.75 Unrealized
IVV ISHARES TR CORE S&P 500 ETF 0.3%
Value ($000) $976 Shares 3,576 Est. Cost $205.00 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $955 Shares 5,717 Est. Cost $27.92 Unrealized +19.6%
IVW ISHARES TR S&P 500 GROWTH ETF 0.3%
Value ($000) $952 Shares 5,852 Est. Cost $124.33 Unrealized
IYW ISHARES TR DOW JONES U S ETF ISHARES U.S. TECHNOL F 0.3%
Value ($000) $943 Shares 5,291 Est. Cost $156.00 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 0.3%
Value ($000) $941 Shares 3,771 Est. Cost $198.16 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $937 Shares 5,981 Est. Cost $92.12 Unrealized +47.1%
INTC INTEL CORP COM 0.3%
Value ($000) $929 Shares 18,686 Est. Cost $26.48 Unrealized +70.1%
TIP ISHARES TR TIPS BD ETF 0.3%
Value ($000) $926 Shares 8,203 Est. Cost $113.51 Unrealized
LOW LOWES COS INC COM 0.3%
Value ($000) $923 Shares 9,662 Est. Cost $62.89 Unrealized +25.1%
KEY KEYCORP NEW COM 0.3%
Value ($000) $918 Shares 47,001 Est. Cost $8.18 Unrealized +71.0%
SHV ISHARES TR SHORT TREAS BD ETF 0.2%
Value ($000) $896 Shares 8,117 Est. Cost $110.39 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $896 Shares 11,091 Est. Cost $58.53 Unrealized -3.3%
CMCSA COMCAST CORP CL A 0.2%
Value ($000) $891 Shares 27,165 Est. Cost $27.25 Unrealized -1.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $884 Shares 4,269 Est. Cost $121.31 Unrealized +71.5%
PRFZ INVESCO EXCHANGE TRADED FD TR FTSE RAFI US 1500 SMALL MID ETF 0.2%
Value ($000) $866 Shares 6,221 Est. Cost $139.21 Unrealized
SLYV SPDR SER TR S&P 600 SMALL CAP VALUE ETF 0.2%
Value ($000) $861 Shares 12,897 Est. Cost $77.38 Unrealized
HDV ISHARES TR CORE HIGH DIVID ETF 0.2%
Value ($000) $855 Shares 10,055 Est. Cost $77.52 Unrealized
HYG ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF 0.2%
Value ($000) $849 Shares 9,982 Est. Cost $88.29 Unrealized
DHR DANAHER CORP COM 0.2%
Value ($000) $849 Shares 8,599 Est. Cost $40.76 Unrealized +111.0%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $845 Shares 2,859 Est. Cost $224.05 Unrealized +17.2%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $844 Shares 4,529 Est. Cost $174.80 Unrealized -1.6%
IBM INTERNATIONAL BUSINESS MACHS CORP COM 0.2%
Value ($000) $836 Shares 5,981 Est. Cost $107.68 Unrealized -7.2%
VCIT VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS 0.2%
Value ($000) $836 Shares 10,013 Est. Cost $88.01 Unrealized
IYF ISHARES TR US FINANCIALS ETF INDEX FD 0.2%
Value ($000) $820 Shares 6,997 Est. Cost $99.43 Unrealized
FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT MATURITY ETF NEW 0.2%
Value ($000) $806 Shares 13,440 Est. Cost $59.98 Unrealized
SJNK SPDR SER TR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BD ETF 0.2%
Value ($000) $806 Shares 29,545 Est. Cost $27.28 Unrealized
SPDR SER TR BLOOMBERG BARCLAYS HIGH YIELD BD ETF 0.2%
Value ($000) $796 Shares 22,437 Est. Cost $37.99 Unrealized
IWR ISHARES TR RUSSELL MID-CAP ETF 0.2%
Value ($000) $788 Shares 3,715 Est. Cost $173.62 Unrealized
VTWO VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 2000 INDEX FD ETF SHS 0.2%
Value ($000) $784 Shares 5,977 Est. Cost $125.07 Unrealized
SDOG ALPS ETF TR SECTOR DIVIDEND DOGS ETF 0.2%
Value ($000) $778 Shares 17,493 Est. Cost $43.02 Unrealized
MUB ISHARES TR NATL MUN BD ETF FD 0.2%
Value ($000) $773 Shares 7,089 Est. Cost $110.52 Unrealized
ONC BEIGENE LTD SPONSORED ADR ISIN#US07725L1026 0.2%
Value ($000) $769 Shares 5,000 Est. Cost $103.40 Unrealized
VBR VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF 0.2%
Value ($000) $766 Shares 5,639 Est. Cost $115.73 Unrealized
MOO VANECK VECTORS ETF TR AGRIBUSINESS ETF 0.2%
Value ($000) $765 Shares 12,293 Est. Cost $57.90 Unrealized
PKW INVESCO EXCHANGE- TRADED FD TR BUYBACK ACHIEVERS ETF 0.2%
Value ($000) $755 Shares 13,307 Est. Cost $56.74 Unrealized
GOLDCORP INC NEW COM ISIN# CA3809564097 0.2%
Value ($000) $753 Shares 54,930 Est. Cost $13.02 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.2%
Value ($000) $749 Shares 12,482 Est. Cost $69.36 Unrealized
FTC FIRST TR LARGE CAP GROWTH ALPHADEX FD COM SHS 0.2%
Value ($000) $736 Shares 11,151 Est. Cost $55.00 Unrealized
FAF FIRST AMERN FINL CORP COM 0.2%
Value ($000) $735 Shares 14,207 Est. Cost $28.96 Unrealized +42.3%
MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPT 0.2%
Value ($000) $735 Shares 2,071 Est. Cost $281.11 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $734 Shares 6,190 Est. Cost $114.31 Unrealized
CUT INVESCO EXCHANGE- TRADED FD TR II MSCI GLOBAL TIMBER ETF 0.2%
Value ($000) $733 Shares 22,599 Est. Cost $32.44 Unrealized
DHT DHT HOLDINGS INC SHS NEW ISIN#MHY2065G1219 0.2%
Value ($000) $727 Shares 155,000 Est. Cost $2.66 Unrealized -16.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $726 Shares 9,177 Est. Cost $54.28 Unrealized +3.9%
IVOO VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX FD ETF SHS 0.2%
Value ($000) $715 Shares 5,438 Est. Cost $128.32 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.2%
Value ($000) $706 Shares 9,346 Est. Cost $75.54 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $704 Shares 11,538 Est. Cost $36.03 Unrealized +47.5%
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS 0.2%
Value ($000) $690 Shares 8,309 Est. Cost $71.36 Unrealized
ENB ENBRIDGE INC COM ISIN#CA29250N1050 0.2%
Value ($000) $685 Shares 19,201 Est. Cost $23.77 Unrealized -16.8%
VEA VANGUARD TAX-MANAGED INTL FD FTSE DEVELOPED MKTS ETF 0.2%
Value ($000) $676 Shares 15,768 Est. Cost $40.94 Unrealized
XLY SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY 0.2%
Value ($000) $665 Shares 6,080 Est. Cost $84.13 Unrealized
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $663 Shares 4,257 Est. Cost $113.72 Unrealized +19.2%
VB VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $657 Shares 4,223 Est. Cost $133.79 Unrealized
EEM ISHARES TR MSCI EMERGING MKTS INDEX FD 0.2%
Value ($000) $655 Shares 15,127 Est. Cost $41.50 Unrealized
PTLC PACER FDS TR TRENDPILOT US LARGE CAP ETF 0.2%
Value ($000) $651 Shares 22,238 Est. Cost $28.57 Unrealized
IWF ISHARES TR RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $642 Shares 4,463 Est. Cost $100.65 Unrealized
SLB SCHLUMBERGER LTD COM ISIN# AN8068571086 0.2%
Value ($000) $639 Shares 9,539 Est. Cost $59.52 Unrealized -7.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A 0.2%
Value ($000) $638 Shares 8,081 Est. Cost $47.76 Unrealized +47.4%
USMV ISHARES TR MSCI USA MINIMUM VOLATILITY ETF 0.2%
Value ($000) $623 Shares 11,719 Est. Cost $48.26 Unrealized
CPRT COPART INC COM 0.2%
Value ($000) $622 Shares 10,992 Est. Cost $7.68 Unrealized +76.4%
FTEC FIDELITY COVINGTON TR MSCI INFORMATION TECHNOLOGY INDEX ETF 0.2%
Value ($000) $620 Shares 11,220 Est. Cost $33.15 Unrealized
JEF JEFFERIES FINL GROUP INC COM 0.2%
Value ($000) $615 Shares 27,040 Est. Cost $16.63 Unrealized 0.0%
ARISTA NETWORKS INC COM 0.2%
Value ($000) $611 Shares 2,374 Est. Cost $257.37 Unrealized
JD JD COM INC SPONS ADR REPSTG COM CL A 0.2%
Value ($000) $607 Shares 15,577 Est. Cost $41.27 Unrealized
TLT ISHARES TR BARCLAYS 20 YR TREAS BD ETF 0.2%
Value ($000) $598 Shares 4,915 Est. Cost $136.51 Unrealized
DPZ DOMINOS PIZZA INC COM 0.2%
Value ($000) $598 Shares 2,121 Est. Cost $78.56 Unrealized +195.6%
EW EDWARDS LIFESCIENCES CORP COM 0.2%
Value ($000) $592 Shares 4,065 Est. Cost $32.75 Unrealized +42.5%
MGV VANGUARD WORLD FD VANGUARD MEGA CAP VALUE ETF 0.2%
Value ($000) $582 Shares 7,818 Est. Cost $66.88 Unrealized
PXF INVESCO EXCHANGE TRADED FD TR II FTSE RAFI DEV MKTS EX U S ETF 0.2%
Value ($000) $576 Shares 13,406 Est. Cost $42.97 Unrealized
VO VANGUARD INDEX FDS VANGUARD MID-CAP ETF 0.2%
Value ($000) $575 Shares 3,649 Est. Cost $138.12 Unrealized
KHC KRAFT HEINZ CO COM STK 0.2%
Value ($000) $572 Shares 9,112 Est. Cost $49.88 Unrealized -17.6%
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $564 Shares 8,770 Est. Cost $61.39 Unrealized -15.8%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $564 Shares 2 Est. Cost $230816.08 Unrealized +26.9%
IJR ISHARES TR CORE S&P SMALL-CAP ETF 0.2%
Value ($000) $562 Shares 6,739 Est. Cost $76.98 Unrealized
TOL TOLL BROS INC 0.2%
Value ($000) $556 Shares 15,039 Est. Cost $36.85 Unrealized +11.2%
SHY ISHARES TR 1-3 YR TREAS BD ETF 0.2%
Value ($000) $555 Shares 6,654 Est. Cost $84.12 Unrealized
MDT MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 0.2%
Value ($000) $548 Shares 6,403 Est. Cost $61.67 Unrealized +11.1%
TGT TARGET CORP COM 0.1%
Value ($000) $533 Shares 7,004 Est. Cost $46.44 Unrealized +28.4%
AMGN AMGEN INC COM 0.1%
Value ($000) $531 Shares 2,875 Est. Cost $117.74 Unrealized +19.1%
UNP UNION PAC CORP COM 0.1%
Value ($000) $525 Shares 3,709 Est. Cost $85.82 Unrealized +37.2%
WFC WELLS FARGO & CO NEW COM 0.1%
Value ($000) $516 Shares 9,302 Est. Cost $39.89 Unrealized +8.7%
ILMN ILLUMINA INC COM ISIN#US4523271090 0.1%
Value ($000) $510 Shares 1,826 Est. Cost $254.40 Unrealized 0.0%
CMBT EURONAV NV ANTWERPEN ACT ISIN#BE0003816338 0.1%
Value ($000) $506 Shares 55,000 Est. Cost $4.24 Unrealized -0.3%
AOR ISHARES TR CORE GROWTH ALLOCATION ETF 0.1%
Value ($000) $504 Shares 11,370 Est. Cost $40.14 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.1%
Value ($000) $492 Shares 9,364 Est. Cost $47.26 Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD SHS ISIN#IL0010824113 0.1%
Value ($000) $490 Shares 5,017 Est. Cost $98.01 Unrealized +1.1%
WAFD WASHINGTON FED INC COM 0.1%
Value ($000) $489 Shares 14,968 Est. Cost $16.85 Unrealized +52.9%
BP BP PLC SPONS ADR 0.1%
Value ($000) $486 Shares 10,644 Est. Cost $45.66 Unrealized
FPE FIRST TR EXCHANGE-TRADED FD III FIRST TR PFD SECS & INCOME ETF 0.1%
Value ($000) $484 Shares 25,394 Est. Cost $20.01 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $484 Shares 28,030 Est. Cost $12.32 Unrealized +25.1%
DVY ISHARES TR SELECT DIVID ETF FD 0.1%
Value ($000) $471 Shares 4,823 Est. Cost $76.02 Unrealized
VFH VANGUARD WORLD FDS VANGUARD FINLS ETF 0.1%
Value ($000) $471 Shares 6,983 Est. Cost $63.41 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $468 Shares 3,100 Est. Cost $83.47 Unrealized +50.1%
BIV VANGUARD BD INDEX FDS VANGUARD INTERMEDIATE TERM BD ETF 0.1%
Value ($000) $462 Shares 5,705 Est. Cost $86.29 Unrealized
ROCKWELL COLLINS INC DEL COM STK 0.1%
Value ($000) $459 Shares 3,408 Est. Cost $104.94 Unrealized
FTA FIRST TR LARGE CAP VALUE ALPHADEX FD COM SHS 0.1%
Value ($000) $456 Shares 8,717 Est. Cost $51.70 Unrealized
KIM KIMCO REALTY CORP (MARYLAND) 0.1%
Value ($000) $454 Shares 26,700 Est. Cost $13.26 Unrealized -21.5%
VV VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $449 Shares 3,600 Est. Cost $100.41 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $445 Shares 10,092 Est. Cost $35.97 Unrealized +14.5%
GLOBAL X FDS GLOBAL X MLP ETF 0.1%
Value ($000) $443 Shares 48,346 Est. Cost $9.16 Unrealized
GABELLI MULTIMEDIA TR INC COM 0.1%
Value ($000) $441 Shares 46,708 Est. Cost $9.22 Unrealized
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.1%
Value ($000) $438 Shares 19,651 Est. Cost $22.48 Unrealized
BB BLACKBERRY LTD COM ISIN#CA09228F1036 0.1%
Value ($000) $436 Shares 45,168 Est. Cost $12.72 Unrealized -12.3%
TKR TIMKEN CO COM 0.1%
Value ($000) $435 Shares 9,989 Est. Cost $37.16 Unrealized +25.5%
DEO DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057 0.1%
Value ($000) $433 Shares 3,008 Est. Cost $120.51 Unrealized
THG HANOVER INS GROUP INC COM 0.1%
Value ($000) $430 Shares 3,597 Est. Cost $88.48 Unrealized +6.3%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $428 Shares 6,151 Est. Cost $34.82 Unrealized +48.8%
ITA ISHARES TR US AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $427 Shares 2,217 Est. Cost $163.82 Unrealized
ENERGY TRANSFER PARTNERS L P NEW UNIT LTD PARTNERSHIP INT 0.1%
Value ($000) $423 Shares 22,218 Est. Cost $20.38 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $419 Shares 1,363 Est. Cost $291.51 Unrealized 0.0%
ISMD NORTHERN LTS FD TR IV INSPIRE SMALL/ MID CAP IMPACT ETF 0.1%
Value ($000) $412 Shares 14,502 Est. Cost $25.38 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $411 Shares 6,342 Est. Cost $53.93 Unrealized +1.2%
CENTURYLINK INC COM 0.1%
Value ($000) $409 Shares 21,961 Est. Cost $39.46 Unrealized
DON WISDOMTREE TR U S MIDCAP DIVID FD 0.1%
Value ($000) $407 Shares 11,371 Est. Cost $54.36 Unrealized
TSEM TOWER SEMICONDUCTOR LTD SHS NEW ISIN#IL0010823792 0.1%
Value ($000) $406 Shares 18,457 Est. Cost $23.75 Unrealized +7.2%
UBS AG LONDON BRH ETRACS ALERIAN MLP INDEX ETN 0.1%
Value ($000) $405 Shares 24,570 Est. Cost $17.35 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $402 Shares 933 Est. Cost $8.17 Unrealized 0.0%
FLOT ISHARES TR FLTG RATE NT ETF 0.1%
Value ($000) $397 Shares 7,792 Est. Cost $50.91 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $396 Shares 793 Est. Cost $469.39 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $396 Shares 11,264 Est. Cost $53.75 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $392 Shares 5,862 Est. Cost $57.13 Unrealized +1.9%
CIGNA CORP COM 0.1%
Value ($000) $388 Shares 2,283 Est. Cost $90.98 Unrealized
VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF 0.1%
Value ($000) $388 Shares 6,917 Est. Cost $52.27 Unrealized
PFF ISHARES TR S&P U S PFD STK INDEX FD 0.1%
Value ($000) $383 Shares 10,158 Est. Cost $38.81 Unrealized
RAYTHEON CO COM NEW 0.1%
Value ($000) $382 Shares 1,976 Est. Cost $181.48 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $380 Shares 2,833 Est. Cost $79.54 Unrealized +35.5%
SALIENT MIDSTREAM & MLP FD SH BEN INT 0.1%
Value ($000) $379 Shares 38,035 Est. Cost $11.14 Unrealized
MORGAN STANLEY EMERGING MKTS FD INC 0.1%
Value ($000) $378 Shares 23,265 Est. Cost $17.96 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $377 Shares 9,205 Est. Cost $34.91 Unrealized -4.5%
PFG PRINCIPAL FINL GROUP INC COM 0.1%
Value ($000) $376 Shares 7,107 Est. Cost $43.12 Unrealized 0.0%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $372 Shares 2,741 Est. Cost $132.06 Unrealized -4.2%
VGT VANGUARD WORLD FDS VANGUARD INFORMATION 0.1%
Value ($000) $372 Shares 2,050 Est. Cost $151.26 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.1%
Value ($000) $371 Shares 6,990 Est. Cost $49.98 Unrealized -11.4%
VXUS VANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS 0.1%
Value ($000) $370 Shares 6,836 Est. Cost $56.57 Unrealized
TAP MOLSON COORS BREWING CO CL B NON VTG STK ISIN#US60871R2094 0.1%
Value ($000) $368 Shares 5,410 Est. Cost $54.34 Unrealized 0.0%
SELECT BANCORP INC NEW COM 0.1%
Value ($000) $367 Shares 27,259 Est. Cost $8.00 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $365 Shares 763 Est. Cost $152.50 Unrealized 0.0%
CORE LABORATORIES NV 0.1%
Value ($000) $362 Shares 2,871 Est. Cost $126.09 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $361 Shares 2,891 Est. Cost $106.64 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $361 Shares 5,221 Est. Cost $44.34 Unrealized +32.3%
PPL PPL CORP COM 0.1%
Value ($000) $360 Shares 12,622 Est. Cost $20.87 Unrealized -5.5%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.1%
Value ($000) $356 Shares 6,860 Est. Cost $33.65 Unrealized +50.4%
XLV SELECT SECTOR SPDR TR HEALTH CARE 0.1%
Value ($000) $354 Shares 4,243 Est. Cost $78.93 Unrealized
PDN INVESCO EXCHANGE- TRADED FD TR II FTSE RAFI DEV MKTS EX-U S SMALL-MID ETF 0.1%
Value ($000) $350 Shares 10,579 Est. Cost $33.08 Unrealized
FEX FIRST TR LARGE CAP CORE ALPHADEX FD COM SHS 0.1%
Value ($000) $350 Shares 5,904 Est. Cost $54.43 Unrealized
IBB ISHARES TR NASDAQ BIOTECHNOLOGY ETF 0.1%
Value ($000) $349 Shares 3,182 Est. Cost $163.75 Unrealized
SPIRIT AEROSYSTEMS HLDGS INC CL A 0.1%
Value ($000) $346 Shares 4,025 Est. Cost $85.96 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 0.1%
Value ($000) $335 Shares 4,415 Est. Cost $66.55 Unrealized
DWM WISDOMTREE TR INTL EQUITY FD 0.1%
Value ($000) $335 Shares 6,345 Est. Cost $45.75 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $333 Shares 5,226 Est. Cost $13.90 Unrealized +33.8%
NFLX NETFLIX INC COM 0.1%
Value ($000) $331 Shares 845 Est. Cost $11.85 Unrealized +187.6%
TBF PROSHARES TR SHORT 20 YR TREASURY 0.1%
Value ($000) $330 Shares 14,578 Est. Cost $22.42 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR 0.1%
Value ($000) $327 Shares 13,447 Est. Cost $27.40 Unrealized
CWB SPDR SER TR BLOOMBERG BARCLAYS U S CONV LIQUID BD INDEX 0.1%
Value ($000) $326 Shares 6,157 Est. Cost $51.68 Unrealized
PXH INVESCO EXCHANGE- TRADED FD TR II FTSE RAFI EMERGING MKTS ETF 0.1%
Value ($000) $319 Shares 15,427 Est. Cost $20.68 Unrealized
USB US BANCORP DEL COM 0.1%
Value ($000) $319 Shares 6,385 Est. Cost $39.36 Unrealized -5.3%
KXI ISHARES TR GLB CNSM STP ETF 0.1%
Value ($000) $318 Shares 6,492 Est. Cost $76.84 Unrealized
ITB ISHARES TR US HOME CONSTRUCTION ETF FD 0.1%
Value ($000) $312 Shares 8,168 Est. Cost $30.02 Unrealized
EBAY EBAY INC COM 0.1%
Value ($000) $310 Shares 8,548 Est. Cost $20.10 Unrealized +72.3%
PEG PUBLIC SVC ENTERPRISE GROUP INC COM 0.1%
Value ($000) $309 Shares 5,709 Est. Cost $29.13 Unrealized +36.2%
RSP INVESCO EXCHANGE TRADED FD TR S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $308 Shares 3,025 Est. Cost $101.82 Unrealized
TWITTER INC COM 0.1%
Value ($000) $306 Shares 6,999 Est. Cost $43.72 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $303 Shares 3,089 Est. Cost $70.98 Unrealized +24.8%
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $303 Shares 6,893 Est. Cost $26.09 Unrealized +5.8%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $300 Shares 16,977 Est. Cost $16.65 Unrealized -36.4%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $300 Shares 2,670 Est. Cost $73.39 Unrealized +13.3%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $294 Shares 2,663 Est. Cost $87.28 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN#BMG667211046 0.1%
Value ($000) $292 Shares 6,180 Est. Cost $52.66 Unrealized 0.0%
FTCS FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 0.1%
Value ($000) $291 Shares 5,688 Est. Cost $51.16 Unrealized
IWN ISHARES TR RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $289 Shares 2,188 Est. Cost $101.29 Unrealized
HARRIS CORP DEL 0.1%
Value ($000) $289 Shares 2,000 Est. Cost $102.50 Unrealized
PIONEER NAT RES CO COM 0.1%
Value ($000) $287 Shares 1,517 Est. Cost $189.19 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $283 Shares 3,816 Est. Cost $67.45 Unrealized +7.7%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $276 Shares 3,894 Est. Cost $62.49 Unrealized -15.6%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $276 Shares 2,952 Est. Cost $52.78 Unrealized +32.1%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $275 Shares 5,801 Est. Cost $30.04 Unrealized +37.9%
SHM SPDR SER TR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUN BD ETF 0.1%
Value ($000) $275 Shares 5,723 Est. Cost $48.05 Unrealized
VPU VANGUARD WORLD FDS VANGUARD UTILS ETF 0.1%
Value ($000) $274 Shares 2,366 Est. Cost $112.62 Unrealized
F FORD MOTOR CO DEL COM PAR 0.1%
Value ($000) $268 Shares 24,212 Est. Cost $8.83 Unrealized -12.3%
FDN FIRST TR EXCHANGE-TRADED FD DOW JONES INTERNET INDEX FD 0.1%
Value ($000) $268 Shares 1,946 Est. Cost $137.72 Unrealized
ISHARES TR IBONDS DEC 2021 TERM CORPORATE ETF FD 0.1%
Value ($000) $268 Shares 10,994 Est. Cost $24.47 Unrealized
FS INVT CORP COM 0.1%
Value ($000) $268 Shares 36,442 Est. Cost $9.03 Unrealized
GLAXOSMITHKLINE PLC SPONS ADR 0.1%
Value ($000) $267 Shares 6,615 Est. Cost $41.91 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $266 Shares 5,754 Est. Cost $32.30 Unrealized +1.7%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $264 Shares 2,775 Est. Cost $33.23 Unrealized +19.1%
XLF SELECT SECTOR SPDR TR FINANCIAL 0.1%
Value ($000) $264 Shares 9,911 Est. Cost $26.64 Unrealized
AMT AMERICAN TOWER REIT COM 0.1%
Value ($000) $264 Shares 1,834 Est. Cost $113.83 Unrealized 0.0%
HP HELMERICH & PAYNE INC COM 0.1%
Value ($000) $262 Shares 4,103 Est. Cost $68.04 Unrealized 0.0%
IXUS ISHARES TR CORE MSCI TOTAL INTL STK ETF 0.1%
Value ($000) $261 Shares 4,339 Est. Cost $54.76 Unrealized
JETS ETF SER SOLUTIONS U S GLOBAL JETS ETF 0.1%
Value ($000) $258 Shares 8,917 Est. Cost $24.45 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $257 Shares 3,983 Est. Cost $47.08 Unrealized +3.5%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $255 Shares 3,045 Est. Cost $49.95 Unrealized +32.8%
BOND PIMCO ETF TR ACTIVE BD ETF 0.1%
Value ($000) $255 Shares 2,475 Est. Cost $105.51 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.1%
Value ($000) $254 Shares 6,072 Est. Cost $39.21 Unrealized
KELLOGG CO COM 0.1%
Value ($000) $253 Shares 3,626 Est. Cost $44.79 Unrealized +0.4%
SPLV INVESCO EXCHANGE- TRADED FD TR II S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $252 Shares 5,316 Est. Cost $47.40 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $251 Shares 3,680 Est. Cost $46.36 Unrealized 0.0%
ALK ALASKA AIR GROUP INC COM 0.1%
Value ($000) $250 Shares 4,142 Est. Cost $76.40 Unrealized -22.1%
ITOT ISHARES TR CORE S&P TOTAL U S STK MKT ETF 0.1%
Value ($000) $249 Shares 3,987 Est. Cost $62.45 Unrealized
VSS VANGUARD INTL EQUITY INDEX FDS FTSE ALL WORLD EX USA SMALL CAP INDEX FD ETF SHS 0.1%
Value ($000) $249 Shares 2,157 Est. Cost $115.44 Unrealized
EFAV ISHARES TR MSCI EAFE MINIMUM VOLATILITY ETF 0.1%
Value ($000) $249 Shares 3,507 Est. Cost $66.62 Unrealized
ALLERGAN PLC COM SHS ISIN#IE00BY9D5467 0.1%
Value ($000) $247 Shares 1,479 Est. Cost $164.01 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.1%
Value ($000) $247 Shares 722 Est. Cost $298.30 Unrealized 0.0%
MA MASTERCARD INC CL A COM 0.1%
Value ($000) $242 Shares 1,229 Est. Cost $180.31 Unrealized 0.0%
FDL FIRST TR MORNINGSTAR DIVID LEADERS INDEX FD SHS 0.1%
Value ($000) $239 Shares 8,359 Est. Cost $29.01 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $236 Shares 2,762 Est. Cost $71.34 Unrealized +3.3%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.1%
Value ($000) $233 Shares 4,879 Est. Cost $55.38 Unrealized 0.0%
DOL WISDOMTREE TR INTL LARGECAP DIVID FD 0.1%
Value ($000) $230 Shares 4,815 Est. Cost $47.35 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $230 Shares 1,240 Est. Cost $38.40 Unrealized +8.5%
MET METLIFE INC COM 0.1%
Value ($000) $228 Shares 5,238 Est. Cost $32.41 Unrealized +10.8%
DISCOVER FINL SVCS COM INC 0.1%
Value ($000) $226 Shares 3,205 Est. Cost $67.03 Unrealized
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $225 Shares 4,297 Est. Cost $46.70 Unrealized +13.0%
XFDEX FIRST TR DYNAMIC EUROPE EQUITY INCOME FD 0.1%
Value ($000) $224 Shares 13,862 Est. Cost $18.01 Unrealized
WTV WISDOMTREE TR U S QUALITY SHAREHOLDER YIELD FD 0.1%
Value ($000) $224 Shares 2,717 Est. Cost $75.82 Unrealized
ADBE ADOBE SYS INC COM 0.1%
Value ($000) $223 Shares 913 Est. Cost $236.55 Unrealized 0.0%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $223 Shares 2,848 Est. Cost $47.43 Unrealized +53.0%
IWY ISHARES TR RUSSELL 200 GROWTH NDEX FD 0.1%
Value ($000) $223 Shares 2,850 Est. Cost $73.68 Unrealized
TTEK TETRA TECH INC NEW COM 0.1%
Value ($000) $222 Shares 3,798 Est. Cost $10.68 Unrealized 0.0%
IAT ISHARES TR US REGIONAL BANKS INDEX FD ETF 0.1%
Value ($000) $221 Shares 4,489 Est. Cost $45.79 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.1%
Value ($000) $218 Shares 2,018 Est. Cost $75.09 Unrealized 0.0%
CCL CARNIVAL CORP PAIRED CTF 1 COM CARNIVAL CORP & 1 TR SH BEN INT P&O PRINCESS SPL VTG TR ISIN#PA1436583006 0.1%
Value ($000) $216 Shares 3,764 Est. Cost $58.94 Unrealized 0.0%
STPZ PIMCO ETF TR 1-5 YR US TIPS INDEX EXCHANGE-TRADED FD 0.1%
Value ($000) $214 Shares 4,133 Est. Cost $52.12 Unrealized
IYE ISHARES TR U S ENERGY ETF 0.1%
Value ($000) $212 Shares 5,056 Est. Cost $41.93 Unrealized
BOX BOX INC CL A 0.1%
Value ($000) $212 Shares 8,500 Est. Cost $24.79 Unrealized 0.0%
AON PLC SHS CL A ISIN#GB00B5BT0K07 0.1%
Value ($000) $212 Shares 1,546 Est. Cost $140.13 Unrealized
TWLO TWILIO INC CL A 0.1%
Value ($000) $209 Shares 3,722 Est. Cost $49.53 Unrealized 0.0%
FDX FEDEX CORP COM 0.1%
Value ($000) $203 Shares 894 Est. Cost $172.29 Unrealized +25.6%
NEW YORK CMNTY BANCORP INC COM 0.1%
Value ($000) $202 Shares 18,300 Est. Cost $12.91 Unrealized
UBS AG JERSEY BRH E TRACS LKD UBS BLOOMBERG CONSTANT MTY COMMODITY TOTAL RETURN 0.1%
Value ($000) $186 Shares 11,926 Est. Cost $13.73 Unrealized
BOULDER GROWTH & INCOME FD INC COM 0.0%
Value ($000) $147 Shares 14,344 Est. Cost $8.58 Unrealized
NAK NORTHERN DYNASTY MINERALS LTD COM NEW ISIN#CA66510M2040 0.0%
Value ($000) $133 Shares 245,000 Est. Cost $1.21 Unrealized -40.4%
DREYFUS STRATEGIC MUN BD FD INC COM 0.0%
Value ($000) $123 Shares 16,273 Est. Cost $7.74 Unrealized
XMVFX BLACKROCK MUNIVEST FD INC COM 0.0%
Value ($000) $107 Shares 12,191 Est. Cost $9.39 Unrealized
GERN GERON CORP COM 0.0%
Value ($000) $86 Shares 25,000 Est. Cost $2.70 Unrealized +41.3%
SRNE SORRENTO THERAPEUTICS INC COM NEW 0.0%
Value ($000) $83 Shares 11,500 Est. Cost $6.80 Unrealized 0.0%
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $45 Shares 13,530 Est. Cost $3.73 Unrealized
FANG HLDGS LTD ADR 0.0%
Value ($000) $39 Shares 10,000 Est. Cost $4.47 Unrealized
ULTRA PETROLEUM CORP REGISTERED SHS ISIN#CA9039142083 0.0%
Value ($000) $29 Shares 12,489 Est. Cost $8.59 Unrealized
FREDS INC CL A 0.0%
Value ($000) $23 Shares 10,000 Est. Cost $2.30 Unrealized
GASTAR EXPL INC NEW COM 0.0%
Value ($000) $19 Shares 34,565 Est. Cost $0.95 Unrealized