EXENCIAL WEALTH ADVISORS, LLC Diversified Active

CIK: 0001576151 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 6, 2019

Total Value ($000): $372,587 (100.0% shares, 0.0% debt)

Holdings (213)

NVS NOVARTIS A G 4.6%
Value ($000) $16,995 Shares 198,056 Est. Cost $80.00 Unrealized
IEMG ISHARES INC 3.5%
Value ($000) $13,179 Shares 279,510 Est. Cost $55.10 Unrealized
AAPL APPLE INC 3.0%
Value ($000) $11,358 Shares 72,003 Est. Cost $26.58 Unrealized +73.1%
MSFT MICROSOFT CORP 2.5%
Value ($000) $9,494 Shares 93,477 Est. Cost $59.56 Unrealized +67.9%
CELGENE CORP 2.0%
Value ($000) $7,465 Shares 116,480 Est. Cost $64.09 Unrealized
FAS DIREXION SHS ETF TR 2.0%
Value ($000) $7,458 Shares 166,584 Est. Cost $55.97 Unrealized
AMZN AMAZON INC 1.8%
Value ($000) $6,736 Shares 4,485 Est. Cost $74.01 Unrealized +12.3%
GOOGL ALPHABET INC 1.7%
Value ($000) $6,492 Shares 6,213 Est. Cost $47.20 Unrealized +13.6%
DIS DISNEY WALT CO 1.7%
Value ($000) $6,281 Shares 57,282 Est. Cost $56.73 Unrealized +92.3%
BLACKROCK INC 1.7%
Value ($000) $6,178 Shares 15,727 Est. Cost $309.78 Unrealized
META FACEBOOK INC 1.6%
Value ($000) $5,782 Shares 44,105 Est. Cost $81.86 Unrealized +75.7%
VOE VANGUARD INDEX FDS 1.5%
Value ($000) $5,624 Shares 59,038 Est. Cost $83.24 Unrealized
NKE NIKE INC 1.5%
Value ($000) $5,514 Shares 74,379 Est. Cost $42.10 Unrealized +61.9%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $5,260 Shares 77,136 Est. Cost $55.57 Unrealized +1.5%
SBUX STARBUCKS CORP 1.4%
Value ($000) $5,135 Shares 79,742 Est. Cost $49.96 Unrealized +7.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $5,079 Shares 24,876 Est. Cost $180.03 Unrealized +16.0%
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $4,852 Shares 81,526 Est. Cost $50.09 Unrealized +5.6%
ZTS ZOETIS INC 1.3%
Value ($000) $4,809 Shares 56,222 Est. Cost $61.44 Unrealized +38.4%
UPS UNITED PARCEL SERVICE INC CL B 1.3%
Value ($000) $4,679 Shares 47,971 Est. Cost $70.97 Unrealized +15.7%
USB US BANCORP DEL 1.2%
Value ($000) $4,589 Shares 100,413 Est. Cost $31.10 Unrealized +23.1%
UNILEVER PLC 1.2%
Value ($000) $4,473 Shares 85,610 Est. Cost $41.57 Unrealized
MKC MCCORMICK & CO INC 1.2%
Value ($000) $4,436 Shares 31,859 Est. Cost $42.72 Unrealized +46.5%
EOG EOG RES INC 1.1%
Value ($000) $4,253 Shares 48,762 Est. Cost $64.27 Unrealized +25.5%
IFF INTERNATIONAL FLAVORS&FRAGRA 1.1%
Value ($000) $4,252 Shares 31,667 Est. Cost $110.16 Unrealized +4.0%
VZ VERIZON MUNICATIONS INC 1.1%
Value ($000) $4,214 Shares 74,953 Est. Cost $27.67 Unrealized +39.6%
LINDE PLC 1.1%
Value ($000) $4,176 Shares 26,764 Est. Cost $156.03 Unrealized
IXJ ISHARES TR 1.1%
Value ($000) $4,171 Shares 73,627 Est. Cost $73.81 Unrealized
ABT ABBOTT LABS COM 1.1%
Value ($000) $4,150 Shares 57,374 Est. Cost $42.47 Unrealized +46.3%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $3,996 Shares 15,990 Est. Cost $211.29 Unrealized
SPGI S&P GLOBAL INC 1.0%
Value ($000) $3,897 Shares 22,930 Est. Cost $105.25 Unrealized +60.0%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $3,817 Shares 14,577 Est. Cost $250.68 Unrealized -0.3%
SUNTRUST BKS INC 1.0%
Value ($000) $3,763 Shares 74,599 Est. Cost $40.38 Unrealized
PNC PNC FINL SVCS GROUP INC 1.0%
Value ($000) $3,581 Shares 30,628 Est. Cost $58.39 Unrealized +69.5%
IT GARTNER INC 1.0%
Value ($000) $3,579 Shares 27,998 Est. Cost $123.95 Unrealized +16.4%
CBRE CBRE GROUP INC 1.0%
Value ($000) $3,577 Shares 89,334 Est. Cost $37.54 Unrealized +10.2%
VTV VANGUARD INDEX FDS 0.9%
Value ($000) $3,498 Shares 35,717 Est. Cost $77.75 Unrealized
IWN ISHARES TR 0.9%
Value ($000) $3,482 Shares 32,380 Est. Cost $101.06 Unrealized
PH PARKER HANNIFIN CORP 0.9%
Value ($000) $3,349 Shares 22,456 Est. Cost $164.75 Unrealized -11.7%
INTU INTUIT 0.9%
Value ($000) $3,225 Shares 16,381 Est. Cost $66.66 Unrealized +197.8%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $3,221 Shares 24,961 Est. Cost $85.83 Unrealized +33.0%
MLM MARTIN MARIETTA MATLS INC 0.9%
Value ($000) $3,191 Shares 18,568 Est. Cost $200.04 Unrealized -15.7%
SCHW SCHWAB CHARLES CORP NEW 0.8%
Value ($000) $3,162 Shares 76,140 Est. Cost $40.90 Unrealized 0.0%
IHI ISHARES TR 0.8%
Value ($000) $3,157 Shares 15,798 Est. Cost $88.14 Unrealized
TXRH TEXAS ROADHOUSE INC 0.8%
Value ($000) $3,075 Shares 51,509 Est. Cost $33.27 Unrealized +71.6%
XYL XYLEM INC 0.8%
Value ($000) $3,048 Shares 45,684 Est. Cost $67.49 Unrealized -5.9%
BC BRUNSWICK CORP 0.8%
Value ($000) $3,018 Shares 64,967 Est. Cost $44.74 Unrealized +4.4%
KO COCA COLA CO 0.8%
Value ($000) $2,885 Shares 60,926 Est. Cost $34.03 Unrealized +12.8%
ETN EATON CORP PLC SHS 0.8%
Value ($000) $2,882 Shares 41,980 Est. Cost $63.85 Unrealized +1.9%
ORCL ORACLE CORP 0.8%
Value ($000) $2,849 Shares 63,092 Est. Cost $43.16 Unrealized 0.0%
BAX BAXTER INTL INC 0.8%
Value ($000) $2,845 Shares 43,228 Est. Cost $56.26 Unrealized +4.8%
IJH ISHARES TR 0.8%
Value ($000) $2,812 Shares 16,934 Est. Cost $164.55 Unrealized
CANADIAN PAC RY LTD 0.7%
Value ($000) $2,687 Shares 15,126 Est. Cost $186.18 Unrealized
PIONEER NAT RES CO 0.7%
Value ($000) $2,626 Shares 19,963 Est. Cost $174.20 Unrealized
ANSYS INC 0.7%
Value ($000) $2,593 Shares 18,137 Est. Cost $79.34 Unrealized
DIREXION SHS ETF TR 0.7%
Value ($000) $2,479 Shares 75,433 Est. Cost $44.37 Unrealized
VUG VANGUARD INDEX FDS 0.7%
Value ($000) $2,467 Shares 18,363 Est. Cost $102.06 Unrealized
RYN RAYONIER INC 0.6%
Value ($000) $2,348 Shares 84,812 Est. Cost $24.76 Unrealized
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $2,292 Shares 63,528 Est. Cost $57.99 Unrealized -30.7%
EFV ISHARES TR 0.6%
Value ($000) $2,243 Shares 49,605 Est. Cost $45.22 Unrealized
OASIS PETE INC NEW 0.6%
Value ($000) $2,182 Shares 394,589 Est. Cost $14.18 Unrealized
CSCO CISCO SYS INC 0.6%
Value ($000) $2,166 Shares 49,984 Est. Cost $26.60 Unrealized +38.8%
XLV SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,124 Shares 24,553 Est. Cost $81.84 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.6%
Value ($000) $2,099 Shares 26,163 Est. Cost $95.29 Unrealized -8.5%
FBIN FORTUNE BRANDS HOME & SEC IN 0.6%
Value ($000) $2,067 Shares 54,409 Est. Cost $49.98 Unrealized -32.3%
EFA ISHARES TR 0.5%
Value ($000) $1,973 Shares 33,574 Est. Cost $65.41 Unrealized
EEM ISHARES TR 0.5%
Value ($000) $1,935 Shares 49,532 Est. Cost $42.91 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $1,883 Shares 17,043 Est. Cost $82.31 Unrealized +10.2%
PSX PHILLIPS 66 0.5%
Value ($000) $1,840 Shares 21,363 Est. Cost $45.03 Unrealized +62.7%
SCZ ISHARES TR 0.5%
Value ($000) $1,835 Shares 35,403 Est. Cost $51.83 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,719 Shares 45,112 Est. Cost $36.26 Unrealized
GPN GLOBAL PMTS INC 0.5%
Value ($000) $1,681 Shares 16,295 Est. Cost $70.19 Unrealized +49.4%
V VISA INC 0.4%
Value ($000) $1,629 Shares 12,348 Est. Cost $94.00 Unrealized +39.8%
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $1,602 Shares 14,048 Est. Cost $107.34 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,442 Shares 15,688 Est. Cost $70.51 Unrealized +6.0%
PFE PFIZER INC 0.4%
Value ($000) $1,408 Shares 32,261 Est. Cost $16.95 Unrealized +77.2%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $1,370 Shares 12,868 Est. Cost $114.44 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.4%
Value ($000) $1,362 Shares 19,927 Est. Cost $76.69 Unrealized
T AT&T INC 0.4%
Value ($000) $1,345 Shares 47,120 Est. Cost $15.51 Unrealized -9.6%
IEFA ISHARES TR 0.4%
Value ($000) $1,318 Shares 23,971 Est. Cost $57.64 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,226 Shares 12,970 Est. Cost $64.37 Unrealized +22.9%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,223 Shares 12,524 Est. Cost $66.45 Unrealized +31.7%
MRK MERCK & CO INC 0.3%
Value ($000) $1,204 Shares 15,759 Est. Cost $46.68 Unrealized +21.0%
IVV ISHARES TR 0.3%
Value ($000) $1,199 Shares 4,765 Est. Cost $210.82 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,169 Shares 12,343 Est. Cost $99.38 Unrealized
BA BOEING CO 0.3%
Value ($000) $1,159 Shares 3,592 Est. Cost $248.53 Unrealized +34.8%
FDX FEDEX CORP 0.3%
Value ($000) $1,131 Shares 7,011 Est. Cost $186.07 Unrealized -0.1%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,111 Shares 17,821 Est. Cost $38.64 Unrealized +38.2%
CNC CENTENE CORP DEL 0.3%
Value ($000) $1,105 Shares 9,582 Est. Cost $44.37 Unrealized +50.9%
VIG VANGUARD GROUP 0.3%
Value ($000) $1,085 Shares 11,075 Est. Cost $89.86 Unrealized
SPDR SERIES TRUST 0.3%
Value ($000) $1,078 Shares 40,620 Est. Cost $26.54 Unrealized
DKS DICKS SPORTING GOODS INC 0.3%
Value ($000) $1,058 Shares 33,900 Est. Cost $27.83 Unrealized 0.0%
BAC BANK AMER CORP 0.3%
Value ($000) $1,052 Shares 42,702 Est. Cost $14.47 Unrealized +57.6%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,017 Shares 22,078 Est. Cost $40.42 Unrealized +4.0%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,015 Shares 7,952 Est. Cost $135.61 Unrealized
XBI SPDR SERIES TRUST 0.3%
Value ($000) $1,005 Shares 14,014 Est. Cost $58.59 Unrealized
CIGNA CORPORATION 0.3%
Value ($000) $985 Shares 5,188 Est. Cost $180.09 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $985 Shares 20,983 Est. Cost $25.76 Unrealized +56.0%
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $963 Shares 6,397 Est. Cost $124.23 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $829 Shares 4,825 Est. Cost $115.92 Unrealized +29.7%
EMR EMERSON ELEC CO 0.2%
Value ($000) $826 Shares 13,820 Est. Cost $51.06 Unrealized +11.6%
MCD MCDONALDS CORP 0.2%
Value ($000) $806 Shares 4,540 Est. Cost $104.48 Unrealized +43.7%
DHS WISDOMTREE TR 0.2%
Value ($000) $798 Shares 12,254 Est. Cost $61.62 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $792 Shares 6,052 Est. Cost $77.83 Unrealized
DIREXION SHS ETF TR 0.2%
Value ($000) $778 Shares 99,705 Est. Cost $7.80 Unrealized
SCHP SCHWAB STRATEGIC TR 0.2%
Value ($000) $778 Shares 14,612 Est. Cost $55.15 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $759 Shares 5,380 Est. Cost $142.86 Unrealized 0.0%
VEA VANGUARD TAX MANAGED INTL FD 0.2%
Value ($000) $748 Shares 20,165 Est. Cost $37.07 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $726 Shares 6,540 Est. Cost $104.78 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $726 Shares 8,131 Est. Cost $81.95 Unrealized
RWR SPDR SERIES TRUST 0.2%
Value ($000) $694 Shares 8,071 Est. Cost $86.18 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $685 Shares 9,886 Est. Cost $88.02 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $670 Shares 647 Est. Cost $49.25 Unrealized +7.9%
IJS ISHARES TR 0.2%
Value ($000) $663 Shares 5,026 Est. Cost $121.57 Unrealized
NTRS NORTHERN TR CORP 0.2%
Value ($000) $653 Shares 7,817 Est. Cost $71.12 Unrealized +5.9%
PAA PLAINS ALL AMERN PIPELINE L 0.2%
Value ($000) $645 Shares 32,181 Est. Cost $24.52 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $637 Shares 7,002 Est. Cost $67.49 Unrealized +14.3%
MO ALTRIA GROUP INC 0.2%
Value ($000) $630 Shares 12,751 Est. Cost $18.02 Unrealized +83.9%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $614 Shares 25,762 Est. Cost $23.41 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $588 Shares 2,601 Est. Cost $183.08 Unrealized +31.9%
AMGN AMGEN INC 0.2%
Value ($000) $578 Shares 2,971 Est. Cost $134.27 Unrealized +16.8%
WMT WALMART INC 0.2%
Value ($000) $565 Shares 6,061 Est. Cost $18.70 Unrealized +53.8%
WEX WEX INC 0.2%
Value ($000) $560 Shares 4,000 Est. Cost $164.60 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $518 Shares 9,960 Est. Cost $47.61 Unrealized +3.7%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $498 Shares 4,571 Est. Cost $72.59 Unrealized +53.9%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $494 Shares 2,619 Est. Cost $195.04 Unrealized -2.1%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $486 Shares 5,995 Est. Cost $20.05 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $484 Shares 10,630 Est. Cost $46.66 Unrealized
DTH WISDOMTREE TR 0.1%
Value ($000) $478 Shares 12,873 Est. Cost $39.70 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $465 Shares 4,273 Est. Cost $76.08 Unrealized +11.4%
MCO MOODYS CORP 0.1%
Value ($000) $462 Shares 3,300 Est. Cost $141.79 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $450 Shares 5,354 Est. Cost $83.10 Unrealized 0.0%
SBR SABINE ROYALTY TR 0.1%
Value ($000) $444 Shares 11,956 Est. Cost $35.07 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $439 Shares 19,460 Est. Cost $27.00 Unrealized -18.6%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $438 Shares 4,427 Est. Cost $110.49 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $435 Shares 3,173 Est. Cost $133.09 Unrealized +2.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $429 Shares 1,919 Est. Cost $230.26 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $425 Shares 1,708 Est. Cost $199.44 Unrealized +17.9%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $423 Shares 12,417 Est. Cost $28.52 Unrealized +6.7%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $420 Shares 7,317 Est. Cost $71.57 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $416 Shares 14,495 Est. Cost $34.21 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $402 Shares 12,939 Est. Cost $20.25 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $394 Shares 1,716 Est. Cost $215.11 Unrealized
CLOUDERA INC 0.1%
Value ($000) $387 Shares 35,000 Est. Cost $11.06 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $384 Shares 3,978 Est. Cost $155.10 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $383 Shares 4,155 Est. Cost $52.81 Unrealized +22.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $376 Shares 2,843 Est. Cost $117.39 Unrealized +0.3%
IVE ISHARES TR 0.1%
Value ($000) $370 Shares 3,656 Est. Cost $101.20 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $368 Shares 6,813 Est. Cost $34.99 Unrealized +12.3%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $367 Shares 4,897 Est. Cost $51.49 Unrealized +27.3%
TIP ISHARES TR 0.1%
Value ($000) $366 Shares 3,338 Est. Cost $113.31 Unrealized
WMB WILLIAMS COS INC DEL 0.1%
Value ($000) $356 Shares 16,157 Est. Cost $19.23 Unrealized -12.9%
SDY SPDR SERIES TRUST 0.1%
Value ($000) $355 Shares 3,970 Est. Cost $76.90 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $355 Shares 1,741 Est. Cost $188.60 Unrealized +7.1%
RAYTHEON CO 0.1%
Value ($000) $354 Shares 2,309 Est. Cost $171.03 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $352 Shares 2,548 Est. Cost $126.42 Unrealized 0.0%
DLN WISDOMTREE TR 0.1%
Value ($000) $350 Shares 4,140 Est. Cost $67.29 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $348 Shares 29,227 Est. Cost $6.52 Unrealized +52.5%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $341 Shares 713 Est. Cost $169.46 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $338 Shares 905 Est. Cost $457.26 Unrealized -20.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $326 Shares 1,950 Est. Cost $128.44 Unrealized +33.0%
BND VANGUARD BD INDEX FD INC 0.1%
Value ($000) $326 Shares 4,111 Est. Cost $80.54 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $319 Shares 1,213 Est. Cost $250.16 Unrealized 0.0%
PZA INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $319 Shares 12,761 Est. Cost $24.79 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $311 Shares 6,391 Est. Cost $48.66 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $306 Shares 4,935 Est. Cost $55.54 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $304 Shares 2,670 Est. Cost $61.63 Unrealized +40.2%
MSCI MSCI INC 0.1%
Value ($000) $295 Shares 2,000 Est. Cost $141.43 Unrealized 0.0%
AVANGRID INC 0.1%
Value ($000) $295 Shares 5,897 Est. Cost $39.41 Unrealized
CDW CDW CORP 0.1%
Value ($000) $287 Shares 3,546 Est. Cost $79.03 Unrealized 0.0%
SPDR SERIES TRUST 0.1%
Value ($000) $287 Shares 4,788 Est. Cost $85.00 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $284 Shares 4,336 Est. Cost $59.39 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $283 Shares 3,275 Est. Cost $60.47 Unrealized +5.7%
EIS ISHARES INC 0.1%
Value ($000) $282 Shares 5,831 Est. Cost $48.16 Unrealized
GLD SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $282 Shares 2,326 Est. Cost $122.03 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $280 Shares 5,388 Est. Cost $40.98 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $274 Shares 6,140 Est. Cost $32.13 Unrealized +31.5%
XME SPDR SERIES TRUST 0.1%
Value ($000) $270 Shares 10,310 Est. Cost $26.19 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $268 Shares 1,002 Est. Cost $36.30 Unrealized -17.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $266 Shares 878 Est. Cost $331.35 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $265 Shares 1,674 Est. Cost $129.50 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $260 Shares 1,900 Est. Cost $173.92 Unrealized
REVANCE THERAPEUTICS INC 0.1%
Value ($000) $259 Shares 12,850 Est. Cost $34.89 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $255 Shares 1,943 Est. Cost $109.32 Unrealized +10.8%
MKL MARKEL CORP 0.1%
Value ($000) $254 Shares 245 Est. Cost $904.92 Unrealized +20.8%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $250 Shares 939 Est. Cost $271.14 Unrealized 0.0%
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $240 Shares 3,050 Est. Cost $80.62 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.1%
Value ($000) $234 Shares 2,511 Est. Cost $74.85 Unrealized +32.5%
HORTONWORKS INC 0.1%
Value ($000) $231 Shares 16,000 Est. Cost $14.44 Unrealized
DOWDUPONT INC 0.1%
Value ($000) $227 Shares 4,239 Est. Cost $53.55 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN D 0.1%
Value ($000) $224 Shares 2,010 Est. Cost $115.00 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $223 Shares 567 Est. Cost $126.58 Unrealized 0.0%
IMMUNOMEDICS INC 0.1%
Value ($000) $217 Shares 15,172 Est. Cost $14.30 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.1%
Value ($000) $215 Shares 922 Est. Cost $233.19 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $214 Shares 2,783 Est. Cost $76.90 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $214 Shares 1,880 Est. Cost $142.02 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $213 Shares 4,755 Est. Cost $45.89 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $211 Shares 2,702 Est. Cost $78.09 Unrealized
ATARA BIOTHERAPEUTICS INC 0.1%
Value ($000) $208 Shares 6,000 Est. Cost $34.67 Unrealized
GLW CORNING INC 0.1%
Value ($000) $205 Shares 6,791 Est. Cost $26.48 Unrealized -1.2%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $202 Shares 7,862 Est. Cost $21.35 Unrealized 0.0%
CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $202 Shares 1,855 Est. Cost $108.89 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $202 Shares 898 Est. Cost $208.19 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $191 Shares 12,428 Est. Cost $11.03 Unrealized +1.5%
DIREXION SHS ETF TR 0.1%
Value ($000) $189 Shares 10,885 Est. Cost $17.36 Unrealized
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $172 Shares 100,000 Est. Cost $2.21 Unrealized 0.0%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $163 Shares 10,313 Est. Cost $17.91 Unrealized
NG NOVAGOLD RES INC 0.0%
Value ($000) $130 Shares 32,800 Est. Cost $5.05 Unrealized -21.8%
FS KKR CAPITAL CORP 0.0%
Value ($000) $94 Shares 18,060 Est. Cost $9.93 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $85 Shares 24,800 Est. Cost $5.29 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $43 Shares 20,435 Est. Cost $2.10 Unrealized
ZOSANO PHARMA CORP 0.0%
Value ($000) $34 Shares 16,000 Est. Cost $2.13 Unrealized
FRANCESCAS HLDGS CORP 0.0%
Value ($000) $21 Shares 21,339 Est. Cost $5.82 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $0 Shares 1,653 Est. Cost $129.67 Unrealized -1.1%