EXENCIAL WEALTH ADVISORS, LLC Diversified Active

CIK: 0001576151 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 5, 2018

Total Value ($000): $429,982 (100.0% shares, 0.0% debt)

Holdings (191)

OASIS PETE INC NEW 8.7%
Value ($000) $37,459 Shares 2,641,660 Est. Cost $14.18 Unrealized
NVS NOVARTIS A G 4.0%
Value ($000) $17,303 Shares 200,826 Est. Cost $80.00 Unrealized
AAPL ANSYS INC 3.8%
Value ($000) $16,321 Shares 72,301 Est. Cost $26.58 Unrealized +85.4%
FAS DIREXION SHS ETF TR 3.5%
Value ($000) $14,960 Shares 212,676 Est. Cost $55.97 Unrealized
IEMG ISHARES INC 3.0%
Value ($000) $12,971 Shares 250,496 Est. Cost $56.03 Unrealized
MSFT MICROSOFT CORP 2.3%
Value ($000) $10,102 Shares 88,327 Est. Cost $57.21 Unrealized +76.2%
AMZN AMAZONINC 2.0%
Value ($000) $8,542 Shares 4,265 Est. Cost $73.54 Unrealized +27.9%
GOOGL ALPHABET INC 1.7%
Value ($000) $7,228 Shares 5,988 Est. Cost $46.96 Unrealized +27.9%
META FACEBOOK INC 1.7%
Value ($000) $7,161 Shares 43,544 Est. Cost $81.06 Unrealized +121.8%
BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $7,132 Shares 15,131 Est. Cost $306.51 Unrealized
VOE VANGUARD INDEX FDS 1.6%
Value ($000) $6,798 Shares 60,123 Est. Cost $83.24 Unrealized
DIS DISNEY WALT CO 1.5%
Value ($000) $6,525 Shares 55,797 Est. Cost $55.33 Unrealized +92.6%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $6,223 Shares 73,191 Est. Cost $55.53 Unrealized +4.8%
NKE NIKE INC 1.4%
Value ($000) $6,187 Shares 73,026 Est. Cost $41.62 Unrealized +75.4%
EOG EOG RES INC 1.4%
Value ($000) $5,994 Shares 46,984 Est. Cost $63.65 Unrealized +43.6%
MKC MCCORMICK & CO INC 1.3%
Value ($000) $5,549 Shares 42,119 Est. Cost $42.72 Unrealized +25.6%
CL COCA COLA CO 1.3%
Value ($000) $5,487 Shares 81,955 Est. Cost $50.09 Unrealized +11.8%
UPS UNITED PARCEL SERVICE INC 1.3%
Value ($000) $5,443 Shares 46,621 Est. Cost $70.65 Unrealized +25.2%
BRK/B BAXTER INTL INC 1.2%
Value ($000) $5,222 Shares 24,390 Est. Cost $179.45 Unrealized +14.3%
USB US BANCORP DEL 1.2%
Value ($000) $5,150 Shares 97,519 Est. Cost $30.89 Unrealized +26.7%
SUNTRUST BKS INC 1.1%
Value ($000) $4,720 Shares 70,665 Est. Cost $39.82 Unrealized
IXJ ISHARES TR 1.1%
Value ($000) $4,611 Shares 73,209 Est. Cost $73.81 Unrealized
UNILEVER PLC 1.1%
Value ($000) $4,572 Shares 83,179 Est. Cost $41.26 Unrealized
ZTS ZOETIS INC 1.0%
Value ($000) $4,376 Shares 47,791 Est. Cost $57.28 Unrealized +46.1%
PRAXAIR INC 1.0%
Value ($000) $4,349 Shares 27,060 Est. Cost $113.94 Unrealized
BC BRITISH AMERN TOB PLC 1.0%
Value ($000) $4,307 Shares 64,260 Est. Cost $44.72 Unrealized +28.9%
SBUX STARBUCKS CORP 1.0%
Value ($000) $4,280 Shares 75,304 Est. Cost $49.74 Unrealized -9.4%
IT GARTNER INC 1.0%
Value ($000) $4,230 Shares 26,687 Est. Cost $122.96 Unrealized +17.9%
SLB SCHLUMBERGER LTD 1.0%
Value ($000) $4,226 Shares 69,363 Est. Cost $57.99 Unrealized -10.3%
PNC PNC FINL SVCS GROUP INC 0.9%
Value ($000) $4,033 Shares 29,614 Est. Cost $57.00 Unrealized +92.1%
ABT ABBOTT LABS 0.9%
Value ($000) $4,016 Shares 54,740 Est. Cost $41.53 Unrealized +39.3%
VZ VERIZONMUNICATIONS INC 0.9%
Value ($000) $3,927 Shares 73,549 Est. Cost $27.46 Unrealized +29.8%
SPGI S&P GLOBAL INC 0.9%
Value ($000) $3,927 Shares 20,096 Est. Cost $96.34 Unrealized +100.9%
CBRE CARDINAL HEALTH INC 0.9%
Value ($000) $3,885 Shares 88,095 Est. Cost $37.49 Unrealized +27.2%
IHI ISHARES TR 0.9%
Value ($000) $3,847 Shares 16,910 Est. Cost $88.14 Unrealized
PH PARKER HANNIFIN CORP 0.9%
Value ($000) $3,796 Shares 20,637 Est. Cost $166.45 Unrealized -7.7%
VTV VANGUARD INDEX FDS 0.9%
Value ($000) $3,768 Shares 34,041 Est. Cost $76.75 Unrealized
INTU INTUIT 0.9%
Value ($000) $3,708 Shares 16,304 Est. Cost $66.66 Unrealized +206.9%
ETN EATON CORP PLC 0.8%
Value ($000) $3,641 Shares 41,980 Est. Cost $63.85 Unrealized +11.4%
PIONEER NAT RES CO 0.8%
Value ($000) $3,617 Shares 20,765 Est. Cost $174.20 Unrealized
TXRH TEXAS ROADHOUSE INC 0.8%
Value ($000) $3,557 Shares 51,332 Est. Cost $33.27 Unrealized +80.8%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $3,556 Shares 25,735 Est. Cost $85.83 Unrealized +25.9%
VRSK VERISK ANALYTICS INC 0.8%
Value ($000) $3,465 Shares 28,743 Est. Cost $72.59 Unrealized +53.2%
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $3,463 Shares 11,913 Est. Cost $198.08 Unrealized
AMGEN INC 0.8%
Value ($000) $3,284 Shares 17,592 Est. Cost $77.37 Unrealized
BAX BANK AMER CORP 0.8%
Value ($000) $3,229 Shares 41,884 Est. Cost $56.18 Unrealized +15.6%
STT STATE STR CORP 0.7%
Value ($000) $3,158 Shares 37,698 Est. Cost $57.87 Unrealized +19.8%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.7%
Value ($000) $3,114 Shares 22,380 Est. Cost $108.33 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 0.7%
Value ($000) $3,042 Shares 16,720 Est. Cost $203.51 Unrealized -3.9%
FBIN FORTUNE BRANDS HOME & SEC IN 0.7%
Value ($000) $3,033 Shares 57,926 Est. Cost $49.98 Unrealized -16.1%
XYL XYLEM INC 0.7%
Value ($000) $3,023 Shares 37,855 Est. Cost $68.31 Unrealized 0.0%
BRUNSWICK CORP 0.7%
Value ($000) $3,015 Shares 14,226 Est. Cost $186.72 Unrealized
VUG VANGUARD INDEX FDS 0.7%
Value ($000) $2,811 Shares 17,455 Est. Cost $100.38 Unrealized
KO CITIGROUP INC 0.7%
Value ($000) $2,802 Shares 60,673 Est. Cost $34.03 Unrealized +6.7%
RYN RAYONIER INC 0.6%
Value ($000) $2,583 Shares 76,409 Est. Cost $24.43 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $2,513 Shares 30,089 Est. Cost $83.52 Unrealized
COP COMCAST CORP NEW 0.6%
Value ($000) $2,478 Shares 32,017 Est. Cost $38.64 Unrealized +45.9%
PSX PHILLIPS 66 0.6%
Value ($000) $2,414 Shares 21,416 Est. Cost $45.03 Unrealized +91.1%
GWRE GUIDEWIRE SOFTWARE INC 0.6%
Value ($000) $2,404 Shares 23,797 Est. Cost $96.09 Unrealized 0.0%
EFA ISHARES TR 0.5%
Value ($000) $2,304 Shares 33,893 Est. Cost $65.41 Unrealized
V VISA INC 0.5%
Value ($000) $2,302 Shares 15,338 Est. Cost $94.00 Unrealized +43.7%
EEM ISHARES TR 0.5%
Value ($000) $2,254 Shares 52,523 Est. Cost $42.91 Unrealized
CSCO CIGNA CORPORATION 0.5%
Value ($000) $2,242 Shares 46,094 Est. Cost $25.73 Unrealized +40.1%
FDX FEDEX CORP 0.5%
Value ($000) $2,139 Shares 8,883 Est. Cost $186.07 Unrealized +14.1%
PEP PEPSICO INC 0.5%
Value ($000) $2,136 Shares 19,105 Est. Cost $82.31 Unrealized +9.7%
GPN GLOBAL PMTS INC 0.5%
Value ($000) $2,076 Shares 16,295 Est. Cost $70.19 Unrealized +63.1%
VBR VANGUARD INDEX FDS 0.5%
Value ($000) $1,986 Shares 14,249 Est. Cost $107.34 Unrealized
EXPRESS SCRIPTS HLDG CO 0.5%
Value ($000) $1,979 Shares 20,825 Est. Cost $64.67 Unrealized
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $1,815 Shares 12,979 Est. Cost $114.44 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.4%
Value ($000) $1,686 Shares 23,131 Est. Cost $76.69 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $1,598 Shares 36,263 Est. Cost $16.95 Unrealized +63.2%
T APPLIED DNA SCIENCES INC 0.4%
Value ($000) $1,537 Shares 45,782 Est. Cost $15.55 Unrealized -6.9%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,536 Shares 37,467 Est. Cost $35.88 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,524 Shares 18,309 Est. Cost $70.51 Unrealized -3.9%
DIREXION SHS ETF TR 0.3%
Value ($000) $1,488 Shares 15,989 Est. Cost $87.17 Unrealized
CNC CBRE GROUP INC 0.3%
Value ($000) $1,476 Shares 10,193 Est. Cost $44.37 Unrealized +56.5%
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,427 Shares 12,176 Est. Cost $110.49 Unrealized
XBI SPDR SERIES TRUST 0.3%
Value ($000) $1,425 Shares 14,862 Est. Cost $58.59 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $1,412 Shares 7,536 Est. Cost $124.23 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,407 Shares 13,112 Est. Cost $64.37 Unrealized +40.2%
BAC AVANGRID INC 0.3%
Value ($000) $1,403 Shares 47,616 Est. Cost $14.47 Unrealized +76.1%
IVV ISHARES TR 0.3%
Value ($000) $1,390 Shares 4,749 Est. Cost $210.82 Unrealized
IWN ISHARES TR 0.3%
Value ($000) $1,324 Shares 9,958 Est. Cost $86.47 Unrealized
WFC WELLS FARGO CO 0.3%
Value ($000) $1,315 Shares 25,022 Est. Cost $40.42 Unrealized +15.1%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,247 Shares 13,103 Est. Cost $77.76 Unrealized
EMR EMERSON ELEC CO 0.3%
Value ($000) $1,227 Shares 16,024 Est. Cost $51.06 Unrealized +21.3%
VIG VANGUARD GROUP 0.3%
Value ($000) $1,223 Shares 11,048 Est. Cost $89.86 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,190 Shares 7,952 Est. Cost $135.61 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $1,121 Shares 15,804 Est. Cost $46.68 Unrealized +8.5%
NTRS NORTHERN TR CORP 0.3%
Value ($000) $1,111 Shares 10,883 Est. Cost $71.12 Unrealized +20.3%
IJH ISHARES TR 0.2%
Value ($000) $1,024 Shares 5,088 Est. Cost $161.05 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $997 Shares 21,087 Est. Cost $25.76 Unrealized +61.2%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $940 Shares 34,073 Est. Cost $23.41 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $930 Shares 8,246 Est. Cost $55.52 Unrealized +66.9%
DHS WISDOMTREE TR 0.2%
Value ($000) $920 Shares 12,744 Est. Cost $61.62 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $913 Shares 5,851 Est. Cost $76.01 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $891 Shares 14,766 Est. Cost $18.02 Unrealized +86.3%
VEA VANGUARD TAX MANAGED INTL FD 0.2%
Value ($000) $890 Shares 20,576 Est. Cost $37.07 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $887 Shares 4,284 Est. Cost $111.57 Unrealized +50.5%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $865 Shares 11,415 Est. Cost $71.57 Unrealized
IJS ISHARES TR 0.2%
Value ($000) $849 Shares 5,084 Est. Cost $121.57 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $828 Shares 6,538 Est. Cost $104.78 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $811 Shares 8,131 Est. Cost $81.95 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.2%
Value ($000) $805 Shares 32,181 Est. Cost $24.52 Unrealized
SCHP SCHWAB STRATEGIC TR 0.2%
Value ($000) $803 Shares 14,885 Est. Cost $55.15 Unrealized
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $766 Shares 19,170 Est. Cost $27.07 Unrealized +12.1%
IJR ISHARES TR 0.2%
Value ($000) $758 Shares 8,684 Est. Cost $90.61 Unrealized
RWR SPDR SERIES TRUST 0.2%
Value ($000) $744 Shares 7,983 Est. Cost $86.18 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $740 Shares 6,594 Est. Cost $103.45 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $716 Shares 600 Est. Cost $48.95 Unrealized +21.5%
DTH WISDOMTREE TR 0.2%
Value ($000) $685 Shares 16,393 Est. Cost $39.70 Unrealized
C CISCO SYS INC 0.2%
Value ($000) $681 Shares 9,488 Est. Cost $47.52 Unrealized +15.2%
MCD MCDONALDS CORP 0.2%
Value ($000) $650 Shares 3,883 Est. Cost $96.76 Unrealized +39.3%
WMT WALMART INC 0.1%
Value ($000) $576 Shares 6,136 Est. Cost $18.70 Unrealized +46.2%
BA BLACKROCK INC 0.1%
Value ($000) $566 Shares 1,522 Est. Cost $130.97 Unrealized +158.9%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $563 Shares 10,816 Est. Cost $46.66 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $548 Shares 4,822 Est. Cost $51.27 Unrealized +64.3%
CHEVRON CORP NEW 0.1%
Value ($000) $532 Shares 2,553 Est. Cost $170.00 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $532 Shares 5,412 Est. Cost $64.66 Unrealized +18.0%
ADBE ADOBE SYS INC 0.1%
Value ($000) $521 Shares 1,929 Est. Cost $162.76 Unrealized +58.4%
SBR SABINE ROYALTY TR 0.1%
Value ($000) $505 Shares 11,956 Est. Cost $35.07 Unrealized
AMGN AMERICAN TOWER CORP NEW 0.1%
Value ($000) $500 Shares 2,411 Est. Cost $129.04 Unrealized +22.0%
IEFA ISHARES TR 0.1%
Value ($000) $487 Shares 7,604 Est. Cost $63.35 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $470 Shares 4,247 Est. Cost $113.31 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $462 Shares 6,813 Est. Cost $34.99 Unrealized +22.2%
WMB WILLIAMS COS INC DEL 0.1%
Value ($000) $439 Shares 16,157 Est. Cost $19.23 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $436 Shares 29,227 Est. Cost $6.52 Unrealized +70.4%
BOEING CO 0.1%
Value ($000) $432 Shares 6,959 Est. Cost $62.08 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $398 Shares 3,267 Est. Cost $167.85 Unrealized
DLN WISDOMTREE TR 0.1%
Value ($000) $395 Shares 4,140 Est. Cost $67.29 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $383 Shares 5,087 Est. Cost $55.54 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $382 Shares 1,020 Est. Cost $36.30 Unrealized 0.0%
CRM SALESFORCEINC 0.1%
Value ($000) $379 Shares 2,382 Est. Cost $132.16 Unrealized +10.9%
IDV ISHARES TR 0.1%
Value ($000) $372 Shares 11,407 Est. Cost $35.70 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $370 Shares 1,651 Est. Cost $120.76 Unrealized +62.6%
SPDR SERIES TRUST 0.1%
Value ($000) $361 Shares 4,788 Est. Cost $85.00 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $360 Shares 3,172 Est. Cost $61.63 Unrealized +40.4%
SDY SPDR SERIES TRUST 0.1%
Value ($000) $354 Shares 3,614 Est. Cost $75.66 Unrealized
UYG PROSHARES TR 0.1%
Value ($000) $343 Shares 7,916 Est. Cost $55.95 Unrealized
CAH CANADIAN PAC RY LTD 0.1%
Value ($000) $332 Shares 6,140 Est. Cost $32.13 Unrealized +28.0%
UPV PROSHARES TR 0.1%
Value ($000) $332 Shares 6,256 Est. Cost $37.18 Unrealized
EIS ISHARES INC 0.1%
Value ($000) $326 Shares 5,829 Est. Cost $48.16 Unrealized
REVANCE THERAPEUTICS INC 0.1%
Value ($000) $319 Shares 12,850 Est. Cost $34.89 Unrealized
PZA INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $316 Shares 12,749 Est. Cost $24.79 Unrealized
CVX CHENIERE ENERGY INC 0.1%
Value ($000) $313 Shares 2,561 Est. Cost $70.30 Unrealized +25.1%
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $309 Shares 3,932 Est. Cost $80.59 Unrealized
MKL MARKEL CORP 0.1%
Value ($000) $308 Shares 259 Est. Cost $904.92 Unrealized +30.0%
JBHT HUNT J B TRANS SVCS INC 0.1%
Value ($000) $299 Shares 2,511 Est. Cost $74.85 Unrealized +51.9%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $298 Shares 1,269 Est. Cost $183.62 Unrealized +10.6%
AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $283 Shares 5,897 Est. Cost $39.41 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $281 Shares 3,517 Est. Cost $60.47 Unrealized -0.7%
GLW CONOCOPHILLIPS 0.1%
Value ($000) $277 Shares 7,836 Est. Cost $26.48 Unrealized 0.0%
BABA ALIBABA GROUP 0.1%
Value ($000) $274 Shares 1,662 Est. Cost $179.23 Unrealized
AETNA INC NEW 0.1%
Value ($000) $271 Shares 1,338 Est. Cost $159.88 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $267 Shares 1,880 Est. Cost $142.02 Unrealized
BTI BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $267 Shares 5,726 Est. Cost $61.69 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $265 Shares 995 Est. Cost $173.92 Unrealized +32.6%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $262 Shares 2,326 Est. Cost $122.03 Unrealized
MMM 3M CO 0.1%
Value ($000) $261 Shares 1,238 Est. Cost $130.14 Unrealized +1.6%
ABBV ABBVIE INC 0.1%
Value ($000) $261 Shares 2,762 Est. Cost $46.77 Unrealized +47.9%
CMCSA COLGATE PALMOLIVE CO 0.1%
Value ($000) $260 Shares 7,352 Est. Cost $27.20 Unrealized +7.9%
ADP AT&T INC 0.1%
Value ($000) $259 Shares 1,718 Est. Cost $107.77 Unrealized +12.1%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $255 Shares 1,145 Est. Cost $200.34 Unrealized 0.0%
RAYTHEON CO 0.1%
Value ($000) $254 Shares 1,230 Est. Cost $186.57 Unrealized
URTY PROSHARES TR 0.1%
Value ($000) $253 Shares 2,400 Est. Cost $96.67 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $247 Shares 1,486 Est. Cost $117.11 Unrealized +3.8%
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $242 Shares 3,106 Est. Cost $80.62 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $239 Shares 2,081 Est. Cost $91.02 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $238 Shares 590 Est. Cost $507.05 Unrealized -25.4%
PROSHARES TR 0.1%
Value ($000) $229 Shares 5,271 Est. Cost $43.63 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $228 Shares 1,401 Est. Cost $162.74 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $227 Shares 850 Est. Cost $200.34 Unrealized
UPRO PROSHARES TR 0.1%
Value ($000) $224 Shares 3,918 Est. Cost $57.17 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $223 Shares 644 Est. Cost $264.26 Unrealized 0.0%
IWM ISHARES TR 0.1%
Value ($000) $218 Shares 1,293 Est. Cost $164.09 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $218 Shares 594 Est. Cost $344.92 Unrealized
IP INTL PAPER CO 0.1%
Value ($000) $217 Shares 4,421 Est. Cost $24.09 Unrealized +47.9%
LNG CENTENE CORP DEL 0.1%
Value ($000) $215 Shares 3,100 Est. Cost $61.56 Unrealized +4.7%
GXC SPDR INDEX SHS FDS 0.1%
Value ($000) $215 Shares 2,228 Est. Cost $89.40 Unrealized
EWL ISHARES INC 0.0%
Value ($000) $214 Shares 6,172 Est. Cost $30.49 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $208 Shares 11,738 Est. Cost $11.02 Unrealized +6.1%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $207 Shares 11,561 Est. Cost $17.91 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $205 Shares 6,353 Est. Cost $20.50 Unrealized +26.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $203 Shares 2,488 Est. Cost $56.59 Unrealized -2.0%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $190 Shares 37,262 Est. Cost $5.29 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $124 Shares 10,969 Est. Cost $29.45 Unrealized
FS INVT CORP 0.0%
Value ($000) $122 Shares 17,334 Est. Cost $10.13 Unrealized
NG NOVAGOLD RES INC 0.0%
Value ($000) $121 Shares 32,800 Est. Cost $5.05 Unrealized -20.1%
F FORD MTR CO DEL 0.0%
Value ($000) $96 Shares 10,356 Est. Cost $7.18 Unrealized -4.6%
FRANCESCAS HLDGS CORP 0.0%
Value ($000) $79 Shares 21,339 Est. Cost $5.82 Unrealized
APPLE INC 0.0%
Value ($000) $35 Shares 23,700 Est. Cost $1.77 Unrealized