Circle Wealth Management, LLC Diversified Active

CIK: 0001578242 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 24, 2020

Total Value ($000): $577,497 (100.0% shares, 0.0% debt)

Holdings (189)

SPY SPDR S&P 500 ETF TR 23.5%
Value ($000) $135,462 Shares 420,871 Est. Cost $245.60 Unrealized
VTI VANGUARD INDEX FDS 13.8%
Value ($000) $79,504 Shares 485,903 Est. Cost $129.55 Unrealized
SCHB SCHWAB STRATEGIC TR 8.9%
Value ($000) $51,514 Shares 670,055 Est. Cost $58.61 Unrealized
MRK MERCK & CO INC 6.1%
Value ($000) $35,307 Shares 388,208 Est. Cost $59.51 Unrealized +13.5%
MRK MERCK & CO INC 3.8%
Value ($000) $21,964 Shares 241,500 Est. Cost $59.51 Unrealized +13.5%
XLF SELECT SECTOR SPDR TR 2.0%
Value ($000) $11,775 Shares 382,570 Est. Cost $24.70 Unrealized
AON PLC 2.0%
Value ($000) $11,609 Shares 55,736 Est. Cost $207.75 Unrealized
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $11,420 Shares 81,924 Est. Cost $81.24 Unrealized +33.8%
GS GOLDMAN SACHS GROUP INC 1.8%
Value ($000) $10,633 Shares 46,243 Est. Cost $178.34 Unrealized +5.1%
AME AMETEK INC NEW 1.7%
Value ($000) $9,875 Shares 99,004 Est. Cost $67.19 Unrealized +35.3%
AAPL APPLE INC 1.3%
Value ($000) $7,776 Shares 26,480 Est. Cost $34.35 Unrealized +80.6%
ITW ILLINOIS TOOL WKS INC 1.3%
Value ($000) $7,616 Shares 42,398 Est. Cost $133.10 Unrealized +9.9%
MMM 3M CO 1.1%
Value ($000) $6,491 Shares 36,793 Est. Cost $116.08 Unrealized -3.7%
PNC PNC FINL SVCS GROUP INC 1.0%
Value ($000) $6,011 Shares 37,659 Est. Cost $102.11 Unrealized +17.7%
QQQ INVESCO QQQ TR 1.0%
Value ($000) $5,655 Shares 26,598 Est. Cost $212.61 Unrealized
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $5,461 Shares 43,723 Est. Cost $67.93 Unrealized +54.9%
IWM ISHARES TR 0.9%
Value ($000) $5,402 Shares 32,609 Est. Cost $143.50 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $4,734 Shares 2,562 Est. Cost $59.02 Unrealized +50.0%
DLN WISDOMTREE TR 0.8%
Value ($000) $4,378 Shares 41,329 Est. Cost $90.13 Unrealized
EFA ISHARES TR 0.8%
Value ($000) $4,356 Shares 62,729 Est. Cost $59.09 Unrealized
CI CIGNA CORP NEW 0.7%
Value ($000) $4,117 Shares 20,132 Est. Cost $166.69 Unrealized +0.6%
SCHX SCHWAB STRATEGIC TR 0.7%
Value ($000) $3,863 Shares 50,290 Est. Cost $56.32 Unrealized
COF CAPITAL ONE FINL CORP 0.6%
Value ($000) $3,574 Shares 34,726 Est. Cost $78.67 Unrealized +10.3%
EATON VANCE FLTING RATE INC 0.6%
Value ($000) $3,379 Shares 246,291 Est. Cost $13.98 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $3,291 Shares 20,866 Est. Cost $84.34 Unrealized +65.1%
GOOG ALPHABET INC 0.5%
Value ($000) $3,014 Shares 2,254 Est. Cost $49.75 Unrealized +28.7%
DIS DISNEY WALT CO 0.5%
Value ($000) $2,762 Shares 19,098 Est. Cost $118.67 Unrealized +14.4%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $2,723 Shares 60,538 Est. Cost $32.26 Unrealized +17.4%
RCL ROYAL CARIBBEAN CRUISES LTD 0.4%
Value ($000) $2,546 Shares 19,066 Est. Cost $108.13 Unrealized +4.3%
VHT VANGUARD WORLD FDS 0.4%
Value ($000) $2,509 Shares 13,083 Est. Cost $127.87 Unrealized
C CITIGROUP INC 0.4%
Value ($000) $2,494 Shares 31,223 Est. Cost $48.55 Unrealized +22.1%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $2,478 Shares 7,700 Est. Cost $245.60 Unrealized
SEATTLE GENETICS INC 0.4%
Value ($000) $2,291 Shares 20,050 Est. Cost $73.22 Unrealized
REGN REGENERON PHARMACEUTICALS 0.3%
Value ($000) $1,997 Shares 5,318 Est. Cost $409.51 Unrealized -18.3%
QRVO QORVO INC 0.3%
Value ($000) $1,885 Shares 16,221 Est. Cost $66.22 Unrealized +46.0%
IONS IONIS PHARMACEUTICALS INC 0.3%
Value ($000) $1,882 Shares 31,150 Est. Cost $64.51 Unrealized -7.6%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,758 Shares 7,600 Est. Cost $37.09 Unrealized +2.0%
BYD BOYD GAMING CORP 0.3%
Value ($000) $1,723 Shares 57,560 Est. Cost $25.91 Unrealized +4.0%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $1,719 Shares 8,688 Est. Cost $180.55 Unrealized -1.6%
DEO DIAGEO P L C 0.3%
Value ($000) $1,713 Shares 10,170 Est. Cost $164.16 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1,678 Shares 1,253 Est. Cost $47.87 Unrealized +33.7%
NXST NEXSTAR MEDIA GROUP INC 0.3%
Value ($000) $1,665 Shares 14,200 Est. Cost $75.23 Unrealized +14.8%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,643 Shares 26,757 Est. Cost $32.22 Unrealized +32.8%
DISCOVERY INC 0.3%
Value ($000) $1,635 Shares 49,935 Est. Cost $27.02 Unrealized
DAL DELTA AIR LINES INC DEL 0.3%
Value ($000) $1,604 Shares 27,420 Est. Cost $46.87 Unrealized +15.4%
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,583 Shares 19,540 Est. Cost $81.06 Unrealized
XYL XYLEM INC 0.3%
Value ($000) $1,557 Shares 19,756 Est. Cost $67.22 Unrealized +7.7%
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $1,557 Shares 30,934 Est. Cost $42.24 Unrealized -5.5%
NXPI NXP SEMICONDUCTORS N V 0.3%
Value ($000) $1,534 Shares 12,057 Est. Cost $78.57 Unrealized +33.3%
MA MASTERCARD INC 0.2%
Value ($000) $1,427 Shares 4,779 Est. Cost $256.72 Unrealized +6.2%
PRKS SEAWORLD ENTMT INC 0.2%
Value ($000) $1,375 Shares 43,370 Est. Cost $25.68 Unrealized +12.3%
GLW CORNING INC 0.2%
Value ($000) $1,351 Shares 46,401 Est. Cost $27.05 Unrealized -9.7%
LVS LAS VEGAS SANDS CORP 0.2%
Value ($000) $1,299 Shares 18,820 Est. Cost $52.50 Unrealized +10.3%
EVOQUA WATER TECHNOLOGIES CO 0.2%
Value ($000) $1,285 Shares 67,800 Est. Cost $12.75 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $1,285 Shares 7,109 Est. Cost $134.94 Unrealized +10.7%
ORCL ORACLE CORP 0.2%
Value ($000) $1,271 Shares 24,000 Est. Cost $43.97 Unrealized +14.7%
STERLING BANCORP DEL 0.2%
Value ($000) $1,271 Shares 60,285 Est. Cost $20.06 Unrealized
GUNR FLEXSHARES TR 0.2%
Value ($000) $1,211 Shares 36,114 Est. Cost $32.76 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $1,208 Shares 92,076 Est. Cost $11.12 Unrealized -8.0%
IHI ISHARES TR 0.2%
Value ($000) $1,183 Shares 4,477 Est. Cost $249.92 Unrealized
TMUS T MOBILE US INC 0.2%
Value ($000) $1,176 Shares 15,000 Est. Cost $67.59 Unrealized +12.5%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,122 Shares 7,691 Est. Cost $95.92 Unrealized +18.9%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $1,117 Shares 20,762 Est. Cost $37.67 Unrealized +23.7%
V VISA INC 0.2%
Value ($000) $1,110 Shares 5,905 Est. Cost $98.02 Unrealized +76.0%
MGM MGM RESORTS INTERNATIONAL 0.2%
Value ($000) $1,100 Shares 33,069 Est. Cost $26.74 Unrealized +12.7%
BAC BANK AMER CORP 0.2%
Value ($000) $1,096 Shares 31,106 Est. Cost $24.92 Unrealized +11.5%
META FACEBOOK INC 0.2%
Value ($000) $1,076 Shares 5,241 Est. Cost $149.56 Unrealized +28.6%
NOW SERVICENOW INC 0.2%
Value ($000) $1,062 Shares 3,762 Est. Cost $30.10 Unrealized +75.0%
TXT TEXTRON INC 0.2%
Value ($000) $1,060 Shares 23,766 Est. Cost $51.12 Unrealized -10.1%
VIACOMCBS INC 0.2%
Value ($000) $1,051 Shares 25,047 Est. Cost $41.96 Unrealized
TGNA TEGNA INC 0.2%
Value ($000) $1,018 Shares 61,003 Est. Cost $12.69 Unrealized +22.6%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $995 Shares 4,692 Est. Cost $190.54 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $981 Shares 4,329 Est. Cost $185.18 Unrealized +17.3%
ENR ENERGIZER HLDGS INC NEW 0.2%
Value ($000) $949 Shares 18,900 Est. Cost $35.85 Unrealized +1.9%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $882 Shares 13,568 Est. Cost $50.85 Unrealized +0.8%
NFRA FLEXSHARES TR 0.1%
Value ($000) $846 Shares 15,708 Est. Cost $53.86 Unrealized
II VI INC 0.1%
Value ($000) $831 Shares 24,694 Est. Cost $33.65 Unrealized
NWSA NEWS CORP NEW 0.1%
Value ($000) $812 Shares 57,437 Est. Cost $11.69 Unrealized +8.3%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $800 Shares 11,807 Est. Cost $59.56 Unrealized +13.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $771 Shares 3,903 Est. Cost $112.56 Unrealized +52.7%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $770 Shares 36,380 Est. Cost $10.76 Unrealized +30.6%
AMGN AMGEN INC 0.1%
Value ($000) $759 Shares 3,147 Est. Cost $140.29 Unrealized +30.2%
CSCO CISCO SYS INC 0.1%
Value ($000) $747 Shares 15,574 Est. Cost $26.66 Unrealized +44.6%
T AT&T INC 0.1%
Value ($000) $743 Shares 19,012 Est. Cost $15.08 Unrealized +25.1%
AOA ISHARES TR 0.1%
Value ($000) $732 Shares 12,613 Est. Cost $48.88 Unrealized
SBNY SIGNATURE BK NEW YORK N Y 0.1%
Value ($000) $718 Shares 5,257 Est. Cost $150.28 Unrealized
MEOH METHANEX CORP 0.1%
Value ($000) $707 Shares 18,300 Est. Cost $56.38 Unrealized -33.5%
LAM RESEARCH CORP 0.1%
Value ($000) $703 Shares 2,405 Est. Cost $179.37 Unrealized
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $699 Shares 11,450 Est. Cost $65.73 Unrealized -6.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $688 Shares 5,713 Est. Cost $78.77 Unrealized +13.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $683 Shares 7,737 Est. Cost $52.42 Unrealized +39.0%
HAS HASBRO INC 0.1%
Value ($000) $679 Shares 6,431 Est. Cost $82.22 Unrealized 0.0%
PZZA PAPA JOHNS INTL INC 0.1%
Value ($000) $653 Shares 10,348 Est. Cost $40.17 Unrealized +26.2%
INTC INTEL CORP 0.1%
Value ($000) $642 Shares 10,723 Est. Cost $32.94 Unrealized +49.5%
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value ($000) $637 Shares 21,644 Est. Cost $29.76 Unrealized -8.7%
ACWI ISHARES TR 0.1%
Value ($000) $606 Shares 7,645 Est. Cost $59.24 Unrealized
WBS WEBSTER FINL CORP CONN 0.1%
Value ($000) $596 Shares 11,178 Est. Cost $47.28 Unrealized +1.7%
IWV ISHARES TR 0.1%
Value ($000) $579 Shares 3,071 Est. Cost $188.54 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $576 Shares 10,412 Est. Cost $34.13 Unrealized +30.4%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $560 Shares 18,836 Est. Cost $29.67 Unrealized 0.0%
TDS TELEPHONE & DATA SYS INC 0.1%
Value ($000) $534 Shares 21,000 Est. Cost $34.05 Unrealized -28.0%
GTN GRAY TELEVISION INC 0.1%
Value ($000) $532 Shares 24,800 Est. Cost $18.64 Unrealized -0.4%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $519 Shares 3,514 Est. Cost $113.43 Unrealized +8.4%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $510 Shares 8,702 Est. Cost $56.23 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $509 Shares 12,983 Est. Cost $23.68 Unrealized +12.8%
DVY ISHARES TR 0.1%
Value ($000) $492 Shares 4,654 Est. Cost $88.93 Unrealized
BKR BAKER HUGHES COMPANY 0.1%
Value ($000) $475 Shares 18,546 Est. Cost $19.54 Unrealized -2.1%
SMART GLOBAL HLDGS INC 0.1%
Value ($000) $473 Shares 12,458 Est. Cost $25.45 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $470 Shares 8,747 Est. Cost $45.99 Unrealized
LITE LUMENTUM HLDGS INC 0.1%
Value ($000) $464 Shares 5,850 Est. Cost $47.97 Unrealized +36.5%
HD HOME DEPOT INC 0.1%
Value ($000) $462 Shares 2,117 Est. Cost $142.00 Unrealized +37.3%
AERIE PHARMACEUTICALS INC 0.1%
Value ($000) $460 Shares 19,040 Est. Cost $24.16 Unrealized
INTERXION HOLDING N.V 0.1%
Value ($000) $457 Shares 5,450 Est. Cost $66.67 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $457 Shares 3,346 Est. Cost $90.18 Unrealized +25.1%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $439 Shares 8,164 Est. Cost $41.71 Unrealized +7.2%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $433 Shares 1,472 Est. Cost $168.06 Unrealized +40.8%
CGNX COGNEX CORP 0.1%
Value ($000) $431 Shares 7,686 Est. Cost $44.88 Unrealized +8.3%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $426 Shares 3,318 Est. Cost $94.79 Unrealized +9.4%
ABBV ABBVIE INC 0.1%
Value ($000) $422 Shares 4,765 Est. Cost $52.68 Unrealized +22.7%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $417 Shares 4,553 Est. Cost $64.54 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $413 Shares 1,273 Est. Cost $254.85 Unrealized +17.1%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $411 Shares 1,951 Est. Cost $118.82 Unrealized +50.2%
SPLUNK INC 0.1%
Value ($000) $399 Shares 2,666 Est. Cost $82.96 Unrealized
IAC INTERACTIVECORP 0.1%
Value ($000) $399 Shares 1,600 Est. Cost $210.00 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $395 Shares 2,170 Est. Cost $161.16 Unrealized
WMT WALMART INC 0.1%
Value ($000) $356 Shares 2,996 Est. Cost $31.30 Unrealized +16.2%
VYM VANGUARD WHITEHALL FDS INC 0.1%
Value ($000) $356 Shares 3,799 Est. Cost $93.71 Unrealized
BA BOEING CO 0.1%
Value ($000) $349 Shares 1,070 Est. Cost $354.61 Unrealized -1.0%
NOBL PROSHARES TR 0.1%
Value ($000) $331 Shares 4,377 Est. Cost $73.01 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $331 Shares 1,715 Est. Cost $156.01 Unrealized +13.9%
TRMB TRIMBLE INC 0.1%
Value ($000) $327 Shares 7,850 Est. Cost $37.96 Unrealized +4.8%
CMI CUMMINS INC 0.1%
Value ($000) $324 Shares 1,812 Est. Cost $126.60 Unrealized +19.3%
DOW DOW INC 0.1%
Value ($000) $317 Shares 5,795 Est. Cost $36.37 Unrealized +0.9%
M MACYS INC 0.1%
Value ($000) $311 Shares 18,310 Est. Cost $15.65 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $311 Shares 3,652 Est. Cost $60.01 Unrealized 0.0%
IWF ISHARES TR 0.1%
Value ($000) $310 Shares 1,761 Est. Cost $126.99 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $305 Shares 8,324 Est. Cost $36.01 Unrealized -4.6%
SDY SPDR SERIES TRUST 0.1%
Value ($000) $294 Shares 2,733 Est. Cost $107.57 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.1%
Value ($000) $294 Shares 11,950 Est. Cost $21.71 Unrealized +10.4%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $287 Shares 5,979 Est. Cost $39.65 Unrealized +12.1%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $281 Shares 1,541 Est. Cost $163.49 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $277 Shares 2,732 Est. Cost $86.82 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $277 Shares 2,559 Est. Cost $94.32 Unrealized +10.2%
CRM SALESFORCE COM INC 0.0%
Value ($000) $276 Shares 1,700 Est. Cost $154.19 Unrealized +0.4%
KANSAS CITY SOUTHERN 0.0%
Value ($000) $275 Shares 1,793 Est. Cost $121.58 Unrealized
DISCOVERY INC 0.0%
Value ($000) $274 Shares 8,993 Est. Cost $25.38 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $273 Shares 3,107 Est. Cost $74.48 Unrealized 0.0%
IYW ISHARES TR 0.0%
Value ($000) $270 Shares 1,161 Est. Cost $190.48 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $263 Shares 1,910 Est. Cost $109.72 Unrealized -0.9%
ABT ABBOTT LABS 0.0%
Value ($000) $263 Shares 3,027 Est. Cost $70.43 Unrealized +6.9%
ADBE ADOBE INC 0.0%
Value ($000) $261 Shares 790 Est. Cost $294.23 Unrealized 0.0%
AMBA AMBARELLA INC 0.0%
Value ($000) $260 Shares 4,300 Est. Cost $51.88 Unrealized +6.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $256 Shares 936 Est. Cost $246.86 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $252 Shares 1,040 Est. Cost $50.17 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $252 Shares 1,218 Est. Cost $179.27 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $249 Shares 4,288 Est. Cost $58.07 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $248 Shares 8,650 Est. Cost $29.66 Unrealized
UNILEVER N V 0.0%
Value ($000) $247 Shares 4,297 Est. Cost $57.48 Unrealized
NEU NEWMARKET CORP 0.0%
Value ($000) $245 Shares 504 Est. Cost $366.76 Unrealized +15.2%
ATLASSIAN CORP PLC 0.0%
Value ($000) $241 Shares 2,000 Est. Cost $112.25 Unrealized
ANSYS INC 0.0%
Value ($000) $240 Shares 933 Est. Cost $221.39 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $240 Shares 816 Est. Cost $271.52 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $236 Shares 729 Est. Cost $29.65 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $235 Shares 3,368 Est. Cost $56.98 Unrealized -8.6%
CAE CAE INC 0.0%
Value ($000) $233 Shares 8,800 Est. Cost $20.58 Unrealized +24.3%
BIL SPDR SERIES TRUST 0.0%
Value ($000) $229 Shares 2,502 Est. Cost $91.53 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $229 Shares 3,609 Est. Cost $63.45 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $224 Shares 1,265 Est. Cost $138.66 Unrealized +3.8%
BLACKROCK INC 0.0%
Value ($000) $224 Shares 446 Est. Cost $431.47 Unrealized
HXL HEXCEL CORP NEW 0.0%
Value ($000) $220 Shares 3,000 Est. Cost $67.24 Unrealized +14.2%
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $218 Shares 2,440 Est. Cost $49.20 Unrealized +6.7%
CYRUSONE INC 0.0%
Value ($000) $217 Shares 3,310 Est. Cost $52.50 Unrealized
MSGS MADISON SQUARE GARDEN CO NEW 0.0%
Value ($000) $215 Shares 732 Est. Cost $196.18 Unrealized 0.0%
IWB ISHARES TR 0.0%
Value ($000) $214 Shares 1,200 Est. Cost $178.33 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $214 Shares 512 Est. Cost $21.69 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $213 Shares 601 Est. Cost $333.07 Unrealized 0.0%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $210 Shares 2,772 Est. Cost $75.76 Unrealized
SVB FINL GROUP 0.0%
Value ($000) $206 Shares 819 Est. Cost $251.53 Unrealized
FORM FORMFACTOR INC 0.0%
Value ($000) $203 Shares 7,810 Est. Cost $22.55 Unrealized 0.0%
AEIS ADVANCED ENERGY INDS 0.0%
Value ($000) $203 Shares 2,852 Est. Cost $61.03 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $201 Shares 1,769 Est. Cost $87.54 Unrealized +5.7%
FIREEYE INC 0.0%
Value ($000) $190 Shares 11,500 Est. Cost $16.78 Unrealized
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $164 Shares 10,910 Est. Cost $14.97 Unrealized 0.0%
PIMCO NY MUNICIPAL INCOME FD 0.0%
Value ($000) $141 Shares 10,192 Est. Cost $11.65 Unrealized
AMYRIS INC 0.0%
Value ($000) $97 Shares 31,500 Est. Cost $3.08 Unrealized
CALLON PETE CO DEL 0.0%
Value ($000) $67 Shares 13,923 Est. Cost $4.81 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $62 Shares 19,600 Est. Cost $3.04 Unrealized 0.0%
RTI SURGICAL HOLDINGS INC 0.0%
Value ($000) $55 Shares 20,000 Est. Cost $4.10 Unrealized
HIGHPOINT RES CORP 0.0%
Value ($000) $40 Shares 23,858 Est. Cost $2.21 Unrealized