Winch Advisory Services, LLC Diversified Active

CIK: 0001585822 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 19, 2017

Total Value ($000): $145,314 (100.0% shares, 0.0% debt)

Holdings (286)

SPY SPDR TR S&P 500 ETF TR 10.2%
Value ($000) $14,777 Shares 66,108 Est. Cost $222.66 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 8.8%
Value ($000) $12,811 Shares 111,088 Est. Cost $115.31 Unrealized
T AT&T INC COM 3.7%
Value ($000) $5,418 Shares 127,395 Est. Cost $16.29 Unrealized -5.1%
VZ VERIZON COMMUNICATIONS COM 3.6%
Value ($000) $5,283 Shares 98,964 Est. Cost $27.23 Unrealized +13.8%
AAPL APPLE INC COM 3.6%
Value ($000) $5,187 Shares 44,784 Est. Cost $28.55 Unrealized -8.6%
XLF SELECT SECTOR SPDR TRUST FINANCIAL SELECT SECTOR FUND 3.1%
Value ($000) $4,465 Shares 192,051 Est. Cost $23.24 Unrealized
VCIT VANGUARD INTERMEDIATE TERM CORP BOND ET 3.1%
Value ($000) $4,455 Shares 51,981 Est. Cost $89.42 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 3.0%
Value ($000) $4,425 Shares 58,402 Est. Cost $70.35 Unrealized
VOT VANGUARD CRSP US MID CAP GROWTH IND ETF 2.9%
Value ($000) $4,277 Shares 40,475 Est. Cost $105.67 Unrealized
XLI SELECT SECTOR SPDR TRUST INDUSTRIAL SELECT INDEX 2.9%
Value ($000) $4,149 Shares 66,679 Est. Cost $62.22 Unrealized
VHT VANGUARD HEALTH CARE INDEX 2.6%
Value ($000) $3,837 Shares 30,270 Est. Cost $126.82 Unrealized
VTV VANGUARD CRSP US LARGE CAP VALUE IND ET 2.5%
Value ($000) $3,676 Shares 39,525 Est. Cost $89.39 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 2.5%
Value ($000) $3,618 Shares 13,635 Est. Cost $265.34 Unrealized
VBK VANGUARD CRSP US SM CAP GROWTH IND ETF 2.5%
Value ($000) $3,579 Shares 26,884 Est. Cost $133.11 Unrealized
AMZN AMAZON.COM INC COM 2.1%
Value ($000) $3,098 Shares 2,066 Est. Cost $35.53 Unrealized +10.3%
VGK VANGUARD FTSE EUROPE ETF 2.1%
Value ($000) $3,013 Shares 62,845 Est. Cost $47.89 Unrealized
GOOG ALPHABET INC CLASS C 2.0%
Value ($000) $2,934 Shares 3,802 Est. Cost $35.61 Unrealized +8.6%
XLB SELECT SECTOR SPDR TRUST MATERIALS SELECT SEC INDEX 2.0%
Value ($000) $2,843 Shares 57,194 Est. Cost $49.71 Unrealized
VWO VANGUARD EMERGING MARKETS ETF 1.8%
Value ($000) $2,668 Shares 74,567 Est. Cost $37.19 Unrealized
JPM JP MORGAN CHASE & CO COM 1.8%
Value ($000) $2,625 Shares 30,419 Est. Cost $50.71 Unrealized +18.1%
XLY SELECT SECTOR SPDR TRUST CONSUMER DIS SELECT INDEX 1.8%
Value ($000) $2,593 Shares 31,859 Est. Cost $81.30 Unrealized
XOM EXXON MOBIL CORPORATION COM 1.6%
Value ($000) $2,321 Shares 25,715 Est. Cost $58.47 Unrealized -0.5%
META FACEBOOK INC COM 1.5%
Value ($000) $2,168 Shares 18,840 Est. Cost $102.34 Unrealized +19.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 1.4%
Value ($000) $2,071 Shares 12,710 Est. Cost $146.25 Unrealized +5.3%
AGNC AGNC INVESTMENT CORP COM 1.4%
Value ($000) $2,014 Shares 111,114 Est. Cost $19.40 Unrealized
ABBV ABBVIE INC COM 1.3%
Value ($000) $1,946 Shares 31,078 Est. Cost $42.37 Unrealized -1.4%
EOG EOG RESOURCES INC COM 1.3%
Value ($000) $1,895 Shares 18,739 Est. Cost $68.15 Unrealized +6.2%
CVX CHEVRON CORP COM 1.1%
Value ($000) $1,621 Shares 13,769 Est. Cost $67.98 Unrealized +8.6%
PTEN PATTERSON-UTI ENERGY INC COM 1.1%
Value ($000) $1,566 Shares 58,163 Est. Cost $22.23 Unrealized +11.1%
NABORS INDUSTRIES LTD NEW ORD 1.0%
Value ($000) $1,450 Shares 88,387 Est. Cost $16.14 Unrealized
MDT MEDTRONIC PLC COM 1.0%
Value ($000) $1,387 Shares 19,467 Est. Cost $68.78 Unrealized -9.3%
GLD SPDR GOLD TR GOLD SHS ETF 0.9%
Value ($000) $1,299 Shares 11,848 Est. Cost $125.93 Unrealized
BB&T CORPORATION COM 0.9%
Value ($000) $1,243 Shares 26,429 Est. Cost $47.03 Unrealized
KEY KEYCORP COM 0.8%
Value ($000) $1,172 Shares 64,174 Est. Cost $8.09 Unrealized +32.3%
FITB FIFTH THIRD BANCORP COM 0.8%
Value ($000) $1,168 Shares 43,323 Est. Cost $13.83 Unrealized +25.0%
VLO VALERO ENERGY CORP NEW COM 0.8%
Value ($000) $1,131 Shares 16,552 Est. Cost $42.76 Unrealized +0.0%
MSFT MICROSOFT CORP COM 0.7%
Value ($000) $993 Shares 15,977 Est. Cost $48.18 Unrealized +11.9%
GENERAL ELECTRIC CO COM 0.6%
Value ($000) $907 Shares 28,694 Est. Cost $30.13 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.6%
Value ($000) $858 Shares 29,770 Est. Cost $22.93 Unrealized +14.1%
MMM 3M CO COM 0.6%
Value ($000) $845 Shares 4,731 Est. Cost $78.51 Unrealized +35.3%
BSV VANGUARD SHORT TERM BOND FUND 0.6%
Value ($000) $831 Shares 10,456 Est. Cost $79.48 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.6%
Value ($000) $828 Shares 6,162 Est. Cost $103.06 Unrealized +4.6%
HBAN HUNTINGTON BANCSHARES INC COM 0.6%
Value ($000) $827 Shares 62,567 Est. Cost $7.91 Unrealized 0.0%
PRICELINE GROUP INC COM 0.6%
Value ($000) $817 Shares 557 Est. Cost $1472.17 Unrealized
CSCO CISCO SYSTEMS INC COM 0.6%
Value ($000) $811 Shares 26,822 Est. Cost $22.90 Unrealized +0.6%
SYK STRYKER CORP COM 0.6%
Value ($000) $802 Shares 6,694 Est. Cost $104.88 Unrealized -0.9%
IP INTERNATIONAL PAPER CO COM 0.5%
Value ($000) $749 Shares 14,120 Est. Cost $31.21 Unrealized +0.1%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $495 Shares 4,293 Est. Cost $75.82 Unrealized +18.3%
SLB SCHLUMBERGER LTD COM 0.3%
Value ($000) $461 Shares 5,487 Est. Cost $62.31 Unrealized +1.2%
IWM iShares Russell 2000 ETF 0.3%
Value ($000) $393 Shares 2,913 Est. Cost $134.91 Unrealized
COP CONOCOPHILLIPS CORP COM 0.3%
Value ($000) $386 Shares 7,704 Est. Cost $34.52 Unrealized +0.7%
WEC WEC ENERGY GROUP INC COM 0.3%
Value ($000) $380 Shares 6,478 Est. Cost $45.97 Unrealized -7.0%
PG PROCTER GAMBLE CO COM 0.2%
Value ($000) $363 Shares 4,321 Est. Cost $65.56 Unrealized +1.8%
MDY SPDR S&P MidCap 400 ETF Trust 0.2%
Value ($000) $336 Shares 1,115 Est. Cost $301.35 Unrealized
GOOGL ALPHABET INC CL A 0.2%
Value ($000) $331 Shares 418 Est. Cost $38.82 Unrealized +2.2%
GS Goldman Sachs Group Inc/The 0.2%
Value ($000) $327 Shares 1,364 Est. Cost $167.12 Unrealized +0.4%
XLE Energy Select Sector SPDR Fund 0.2%
Value ($000) $312 Shares 4,140 Est. Cost $72.72 Unrealized
F FORD MOTOR COM 0.2%
Value ($000) $310 Shares 25,531 Est. Cost $7.51 Unrealized -0.4%
IYR iShares U.S. Real Estate ETF 0.2%
Value ($000) $309 Shares 4,012 Est. Cost $77.02 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.2%
Value ($000) $303 Shares 5,452 Est. Cost $55.58 Unrealized
ProShares Short MSCI Emerging Markets 0.2%
Value ($000) $302 Shares 12,116 Est. Cost $24.93 Unrealized
Apache Corp 0.2%
Value ($000) $298 Shares 4,689 Est. Cost $63.55 Unrealized
JETS US Global Jets ETF 0.2%
Value ($000) $286 Shares 10,260 Est. Cost $27.88 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVE ETF TRUST 0.2%
Value ($000) $284 Shares 1,435 Est. Cost $187.46 Unrealized
NVDA NVIDIA CORP COM 0.2%
Value ($000) $278 Shares 2,607 Est. Cost $2.00 Unrealized +3.0%
UNITED STATES STEEL CORP COM 0.2%
Value ($000) $268 Shares 8,107 Est. Cost $33.06 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.2%
Value ($000) $258 Shares 1,875 Est. Cost $137.60 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $246 Shares 1,059 Est. Cost $168.12 Unrealized +19.4%
HON HONEYWELL INTERNATIONAL INC COM 0.1%
Value ($000) $209 Shares 1,806 Est. Cost $86.03 Unrealized -2.1%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $205 Shares 13,540 Est. Cost $16.74 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $196 Shares 1,607 Est. Cost $92.95 Unrealized +1.5%
Precision Drilling Corp 0.1%
Value ($000) $168 Shares 30,870 Est. Cost $5.44 Unrealized
CLX CLOROX COMPANY COM 0.1%
Value ($000) $159 Shares 1,328 Est. Cost $100.23 Unrealized -9.4%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $159 Shares 1,822 Est. Cost $58.03 Unrealized -2.7%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $158 Shares 3,884 Est. Cost $25.33 Unrealized +18.9%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $158 Shares 1,388 Est. Cost $85.66 Unrealized -1.3%
WFC WELLS FARGO & CO COM 0.1%
Value ($000) $151 Shares 2,738 Est. Cost $38.19 Unrealized +2.2%
DIS WALT DISNEY CO COM 0.1%
Value ($000) $149 Shares 1,425 Est. Cost $79.39 Unrealized +14.3%
YUM YUM! BRANDS INC COM 0.1%
Value ($000) $144 Shares 2,274 Est. Cost $53.72 Unrealized -0.8%
ProShares UltraShort Gold 0.1%
Value ($000) $142 Shares 1,568 Est. Cost $90.56 Unrealized
ProShares UltraShort Silver 0.1%
Value ($000) $138 Shares 3,568 Est. Cost $38.68 Unrealized
FIS FIDELITY NATIONAL INFO SVCS COM 0.1%
Value ($000) $126 Shares 1,665 Est. Cost $54.22 Unrealized +19.8%
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $95 Shares 4,542 Est. Cost $26.41 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.1%
Value ($000) $92 Shares 2,854 Est. Cost $44.50 Unrealized
United States Oil Fund LP 0.1%
Value ($000) $84 Shares 7,184 Est. Cost $10.93 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $79 Shares 1,879 Est. Cost $29.14 Unrealized 0.0%
ASH ASHLAND GLOBAL HOLDINGS INC COM 0.1%
Value ($000) $76 Shares 700 Est. Cost $49.37 Unrealized -4.0%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $71 Shares 314 Est. Cost $207.08 Unrealized
BMO BANK MONTREAL QUE COM COM 0.0%
Value ($000) $70 Shares 978 Est. Cost $39.90 Unrealized +15.8%
KLAC KLA-TENCOR CORP COM 0.0%
Value ($000) $57 Shares 728 Est. Cost $52.00 Unrealized +26.4%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $53 Shares 331 Est. Cost $115.84 Unrealized +11.5%
LYB LyondellBasell Industries NV 0.0%
Value ($000) $53 Shares 613 Est. Cost $49.39 Unrealized 0.0%
NUVEEN QUALITY MUNICIPAL INCOME CE FD 0.0%
Value ($000) $53 Shares 3,796 Est. Cost $15.09 Unrealized
Activision Blizzard, Inc. 0.0%
Value ($000) $52 Shares 1,453 Est. Cost $35.79 Unrealized
ABERDEEN ASIA-PAC PRIME INC COM 0.0%
Value ($000) $51 Shares 11,009 Est. Cost $5.01 Unrealized
ST JUDE MED INC COM 0.0%
Value ($000) $51 Shares 631 Est. Cost $79.49 Unrealized
BMY BRISTOL-MYERS SQUIBB CM 0.0%
Value ($000) $51 Shares 867 Est. Cost $46.68 Unrealized -15.3%
WM WASTE MANAGEMENT INC COM 0.0%
Value ($000) $45 Shares 633 Est. Cost $45.95 Unrealized +23.6%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $44 Shares 528 Est. Cost $84.40 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $43 Shares 663 Est. Cost $53.68 Unrealized +3.1%
GLAXO SMITHKLINE PLC ADR 0.0%
Value ($000) $43 Shares 1,111 Est. Cost $45.73 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $42 Shares 398 Est. Cost $66.88 Unrealized +18.7%
TGT TARGET CORP COM 0.0%
Value ($000) $42 Shares 577 Est. Cost $56.00 Unrealized -1.2%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $41 Shares 442 Est. Cost $30.17 Unrealized +29.9%
POWERSHARES BUYBACK ACH 0.0%
Value ($000) $39 Shares 766 Est. Cost $45.94 Unrealized
BAY COMMERCIAL BANK COM 0.0%
Value ($000) $36 Shares 2,431 Est. Cost $11.52 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $35 Shares 224 Est. Cost $123.69 Unrealized +9.1%
LMT LOCKHEED MARTIN COM 0.0%
Value ($000) $34 Shares 135 Est. Cost $181.09 Unrealized +8.2%
UNITED STATES NAT GAS FUND ETF 0.0%
Value ($000) $33 Shares 3,580 Est. Cost $8.64 Unrealized
RAYTHEON CO COM 0.0%
Value ($000) $33 Shares 230 Est. Cost $120.20 Unrealized
INVENTRUST PROPERTIES CORP NSA 0.0%
Value ($000) $31 Shares 10,000 Est. Cost $4.00 Unrealized
NFLX NETFLIX.COM INC COM 0.0%
Value ($000) $29 Shares 236 Est. Cost $10.08 Unrealized +17.5%
BABA ALIBABA GROUP HLDG LTD ADR 0.0%
Value ($000) $29 Shares 327 Est. Cost $91.64 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $29 Shares 270 Est. Cost $110.89 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $27 Shares 1,378 Est. Cost $21.90 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $27 Shares 650 Est. Cost $32.49 Unrealized -3.9%
ITW ILLINOIS TOOL WORKS INC COM 0.0%
Value ($000) $25 Shares 206 Est. Cost $74.41 Unrealized +30.6%
ANADARKO PETROL CORP COM 0.0%
Value ($000) $25 Shares 360 Est. Cost $69.44 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $24 Shares 405 Est. Cost $59.43 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $22 Shares 666 Est. Cost $21.00 Unrealized -2.4%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $22 Shares 389 Est. Cost $45.75 Unrealized -0.4%
SILVER WHEATON CORP COM 0.0%
Value ($000) $22 Shares 1,147 Est. Cost $20.84 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $21 Shares 540 Est. Cost $35.20 Unrealized +13.9%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $19 Shares 108 Est. Cost $111.57 Unrealized +20.2%
VOD VODAFONE GROUP PLC ADR 0.0%
Value ($000) $19 Shares 796 Est. Cost $36.43 Unrealized
HEARTLAND FINANCIAL USA INC COM 0.0%
Value ($000) $17 Shares 362 Est. Cost $36.11 Unrealized
NG NOVAGOLD RESOURCES INC COM 0.0%
Value ($000) $17 Shares 3,740 Est. Cost $3.80 Unrealized +19.0%
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $17 Shares 390 Est. Cost $9.93 Unrealized +40.3%
PFG PRINCIPAL FINANCIAL GROUP COM 0.0%
Value ($000) $17 Shares 290 Est. Cost $33.65 Unrealized +18.2%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $16 Shares 154 Est. Cost $104.38 Unrealized -4.7%
CHOICE BANCORP INC COM 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $14.00 Unrealized
TWO HARBORS INVESTMENT CORP REIT 0.0%
Value ($000) $16 Shares 1,885 Est. Cost $8.59 Unrealized
AFL AFLAC INC CM 0.0%
Value ($000) $15 Shares 213 Est. Cost $23.60 Unrealized +20.6%
DUK DUKE ENERGY HOLDINGS CORP COM 0.0%
Value ($000) $15 Shares 189 Est. Cost $56.35 Unrealized -6.5%
KSS KOHLS CORP COM 0.0%
Value ($000) $14 Shares 290 Est. Cost $40.58 Unrealized +21.9%
ANNALY CAPITAL MANAGEMENT INC COM 0.0%
Value ($000) $14 Shares 1,382 Est. Cost $9.59 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $14 Shares 271 Est. Cost $35.42 Unrealized -3.4%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $14 Shares 243 Est. Cost $62.15 Unrealized -8.2%
ASB ASSOCIATED BANC CORP COM 0.0%
Value ($000) $14 Shares 574 Est. Cost $12.61 Unrealized +26.3%
DU PONT E I DE NEMOURS & CO COM 0.0%
Value ($000) $13 Shares 180 Est. Cost $67.04 Unrealized
SILVER BULLION TRUST COM 0.0%
Value ($000) $13 Shares 1,450 Est. Cost $10.34 Unrealized
LLY ELI LILLY & CO COM 0.0%
Value ($000) $13 Shares 181 Est. Cost $60.40 Unrealized +6.3%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $12 Shares 152 Est. Cost $12.32 Unrealized 0.0%
FNV FRANCO NEVADA CORP COM 0.0%
Value ($000) $12 Shares 205 Est. Cost $48.36 Unrealized +14.9%
MANITOWOC FOODSERVICE INC COM 0.0%
Value ($000) $12 Shares 606 Est. Cost $16.50 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $12 Shares 213 Est. Cost $29.54 Unrealized +38.6%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $12 Shares 80 Est. Cost $134.94 Unrealized +2.4%
SPECTRA ENERGY CORP COM 0.0%
Value ($000) $11 Shares 257 Est. Cost $35.43 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $11 Shares 291 Est. Cost $26.03 Unrealized +12.0%
WHITING PETROLEUM CORP COM 0.0%
Value ($000) $10 Shares 855 Est. Cost $8.37 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $33.63 Unrealized -0.2%
PRU PRUDENTIAL FINANCIAL INC COM 0.0%
Value ($000) $10 Shares 97 Est. Cost $50.45 Unrealized +24.1%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $10 Shares 139 Est. Cost $58.35 Unrealized -8.8%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $10 Shares 434 Est. Cost $6.50 Unrealized +57.5%
ALLERGAN PLC COM 0.0%
Value ($000) $10 Shares 47 Est. Cost $234.04 Unrealized
POWERSHARES PFD PORT 0.0%
Value ($000) $10 Shares 673 Est. Cost $14.83 Unrealized
MSI MOTOROLA INC COM 0.0%
Value ($000) $9 Shares 113 Est. Cost $55.42 Unrealized +23.4%
FMC F M C CORP COM 0.0%
Value ($000) $9 Shares 160 Est. Cost $36.75 Unrealized 0.0%
VFC V F CORP COM 0.0%
Value ($000) $9 Shares 169 Est. Cost $66.48 Unrealized -22.0%
TSLA TESLA MOTORS INC COM 0.0%
Value ($000) $9 Shares 40 Est. Cost $13.88 Unrealized -5.3%
BIIB BIOGEN INC COM 0.0%
Value ($000) $9 Shares 30 Est. Cost $296.18 Unrealized +0.1%
DE DEERE & CO COM 0.0%
Value ($000) $9 Shares 85 Est. Cost $72.87 Unrealized +11.7%
BANK OF AMERICA CORP PFD 0.0%
Value ($000) $8 Shares 317 Est. Cost $24.74 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $8 Shares 87 Est. Cost $73.74 Unrealized 0.0%
MRK MERCK & CO INC. COM 0.0%
Value ($000) $8 Shares 143 Est. Cost $40.24 Unrealized +9.6%
NEENAH PAPER INC COM 0.0%
Value ($000) $8 Shares 88 Est. Cost $58.91 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $7 Shares 446 Est. Cost $9.12 Unrealized +23.0%
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value ($000) $7 Shares 145 Est. Cost $38.99 Unrealized +3.0%
KAYNE ANDERSON MDSTM ENERGY COM 0.0%
Value ($000) $7 Shares 429 Est. Cost $16.51 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $7 Shares 80 Est. Cost $83.88 Unrealized
KATE SPADE & COMPANY COM 0.0%
Value ($000) $7 Shares 375 Est. Cost $34.67 Unrealized
TRV THE TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $7 Shares 59 Est. Cost $84.25 Unrealized +10.9%
TRANSCANADA CORP COM 0.0%
Value ($000) $7 Shares 160 Est. Cost $45.83 Unrealized
JASON INDUSTRIES INC COM 0.0%
Value ($000) $6 Shares 3,080 Est. Cost $3.53 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $159.99 Unrealized -15.8%
LNG CHENIERE ENERGY INC COM 0.0%
Value ($000) $6 Shares 135 Est. Cost $35.16 Unrealized +14.8%
DNP SELECT INCOME FUND INC CLOSED END FUND 0.0%
Value ($000) $6 Shares 569 Est. Cost $10.49 Unrealized
DOW CHEMICAL COM 0.0%
Value ($000) $6 Shares 105 Est. Cost $49.89 Unrealized
SDOG ALPS ETF TRUST SECTOR DIVIDEND DOGS 0.0%
Value ($000) $6 Shares 145 Est. Cost $34.48 Unrealized
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $6 Shares 91 Est. Cost $59.48 Unrealized +14.5%
HMC HONDA MOTOR LTD ADR NEW 0.0%
Value ($000) $6 Shares 209 Est. Cost $28.71 Unrealized
GOVERNMENT PROPERTIES INCM TR COM 0.0%
Value ($000) $6 Shares 335 Est. Cost $22.06 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $5 Shares 270 Est. Cost $26.85 Unrealized
HANESBRAND INC COM 0.0%
Value ($000) $5 Shares 245 Est. Cost $20.41 Unrealized
ZTS ZOETIS INC COM 0.0%
Value ($000) $5 Shares 92 Est. Cost $47.09 Unrealized +0.6%
UAA UNDER ARMOUR INC COM CLASS A 0.0%
Value ($000) $5 Shares 160 Est. Cost $32.87 Unrealized -0.2%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $5 Shares 72 Est. Cost $48.50 Unrealized +4.4%
CHICAGO BRIDGE & IRON CO COM 0.0%
Value ($000) $5 Shares 162 Est. Cost $30.86 Unrealized
CHKP CHECK POINT SOFTWARE TECH COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $83.69 Unrealized -2.0%
SSL SASOL LTD LIMITED SPNSRD ADR 0.0%
Value ($000) $5 Shares 185 Est. Cost $27.03 Unrealized
TASER INTERNATIONAL INC COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $5 Shares 102 Est. Cost $43.82 Unrealized +6.7%
CHGG CHEGG INC COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $5.07 Unrealized +46.7%
BUFFALO WILD WINGS INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $120.00 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $4 Shares 182 Est. Cost $14.99 Unrealized +17.0%
REVANCE THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
DCO DUCOMMUN INC DEL COM 0.0%
Value ($000) $4 Shares 160 Est. Cost $25.89 Unrealized -5.9%
PSEC PROSPECT CAPITAL CORPORATION COM 0.0%
Value ($000) $4 Shares 483 Est. Cost $2.25 Unrealized +18.2%
RANDGOLD RESOURCES LTD ADR 0.0%
Value ($000) $4 Shares 53 Est. Cost $113.21 Unrealized
HIGHLANDS REIT INC NSA 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $0.40 Unrealized
MANITOWOC INC COM 0.0%
Value ($000) $4 Shares 606 Est. Cost $16.56 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $3 Shares 90 Est. Cost $23.62 Unrealized -7.2%
NKE NIKE INC CL B 0.0%
Value ($000) $3 Shares 53 Est. Cost $50.67 Unrealized -10.0%
PNNT PENNANT INVESTMENT CORP COM 0.0%
Value ($000) $3 Shares 438 Est. Cost $2.42 Unrealized +5.9%
MAT MATTEL INC COM 0.0%
Value ($000) $3 Shares 115 Est. Cost $31.73 Unrealized -4.1%
MEAD JOHNSON NUTRITION COMPANY COMMON 0.0%
Value ($000) $3 Shares 41 Est. Cost $101.16 Unrealized
GAS NATURAL INC COM 0.0%
Value ($000) $3 Shares 215 Est. Cost $9.88 Unrealized
ENERPLUS CORP COM 0.0%
Value ($000) $3 Shares 301 Est. Cost $6.67 Unrealized
AMP AMERIPRISE FINL ICN COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $103.50 Unrealized -15.0%
FDN FIRST TRUST DJ INTERNET 0.0%
Value ($000) $3 Shares 35 Est. Cost $85.71 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $3 Shares 71 Est. Cost $37.30 Unrealized -9.8%
COMMUNICATIONS SALES&LEAS INC COM 0.0%
Value ($000) $3 Shares 129 Est. Cost $23.26 Unrealized
BEMIS INC COM 0.0%
Value ($000) $3 Shares 61 Est. Cost $51.64 Unrealized
ROYAL DUTCH SHELL PLC ADR CLASS A 0.0%
Value ($000) $3 Shares 52 Est. Cost $57.69 Unrealized
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.0%
Value ($000) $3 Shares 38 Est. Cost $78.95 Unrealized
THE BLACKSTONE GROUP LP COM 0.0%
Value ($000) $3 Shares 111 Est. Cost $38.05 Unrealized
JCI JOHNSON CONTROLS INTL PLC COM 0.0%
Value ($000) $3 Shares 63 Est. Cost $33.21 Unrealized +3.3%
JUST ENERGY GROUP INC ORD 0.0%
Value ($000) $3 Shares 537 Est. Cost $5.10 Unrealized
ISRG INTUITIVE SURGICAL INC COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $76.57 Unrealized -4.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $3 Shares 69 Est. Cost $25.30 Unrealized +9.6%
LEVEL 3 COMMUNICATIONS INC COM 0.0%
Value ($000) $3 Shares 53 Est. Cost $52.69 Unrealized
VARIAN MEDICAL SYSTEMS INC COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $96.77 Unrealized
TRINA SOLAR LTD ADR 0.0%
Value ($000) $3 Shares 300 Est. Cost $13.33 Unrealized
IBM INTL BUSINESS MACHINES COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $103.05 Unrealized 0.0%
KMI KINDER MORGAN INC COM 0.0%
Value ($000) $2 Shares 104 Est. Cost $23.66 Unrealized -44.6%
HALYARD HEALTH INC COM 0.0%
Value ($000) $2 Shares 67 Est. Cost $48.13 Unrealized
ISHARES GOLD TRUST COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
BROADCOM LIMITED COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $181.82 Unrealized
M MACY'S INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $65.90 Unrealized -41.0%
MVO MV OIL TRUST COM 0.0%
Value ($000) $2 Shares 348 Est. Cost $15.05 Unrealized
FIFTH STREET FINANCIAL CORP COM 0.0%
Value ($000) $2 Shares 290 Est. Cost $7.67 Unrealized
FNMA FANNIE MAE COM 0.0%
Value ($000) $2 Shares 442 Est. Cost $2.50 Unrealized +11.1%
FMCC FREDDIE MAC COM 0.0%
Value ($000) $2 Shares 609 Est. Cost $2.41 Unrealized +11.2%
DYNEX CAPITAL INC COM 0.0%
Value ($000) $2 Shares 363 Est. Cost $7.66 Unrealized
AVXL ANAVEX LIFE SCIENCES CORP COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $3.56 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $2 Shares 37 Est. Cost $29.14 Unrealized +15.7%
GUGGENHEIM S&P 500 EQ WGT TECHNOLOGY ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $92.10 Unrealized
CEDAR REALTY TRUST INC COM 0.0%
Value ($000) $2 Shares 260 Est. Cost $7.69 Unrealized
CREDIT SUISSE HIGH YIELD BD COM 0.0%
Value ($000) $2 Shares 615 Est. Cost $3.44 Unrealized
MATV SCHWEITZER-MAUDUIT COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $26.02 Unrealized 0.0%
SJM SMUCKER J M CO COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $79.42 Unrealized +22.9%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $46.91 Unrealized +11.4%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $49.57 Unrealized +18.3%
DELL TECHNOLOGIES INC COM CL V 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
PROSHARES TRUST ULTRASHORT S&P 500 0.0%
Value ($000) $1 Shares 61 Est. Cost $17.80 Unrealized
CX CEMEX S.A.B. DE C.V. SPONS ADR PART CER 0.0%
Value ($000) $1 Shares 133 Est. Cost $8.04 Unrealized
CRRC CORP LTD ORD 0.0%
Value ($000) $1 Shares 1,400 Est. Cost $0.71 Unrealized
DOGP CANNABIS SATIVA INC COM 0.0%
Value ($000) $1 Shares 229 Est. Cost $5.37 Unrealized 0.0%
SMITH & WESSON HOLDING CORP N/C 1/3/17 02874P103 0.0%
Value ($000) $1 Shares 61 Est. Cost $26.95 Unrealized
VEREIT INC COM REIT 0.0%
Value ($000) $1 Shares 105 Est. Cost $9.80 Unrealized
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $1 Shares 50 Est. Cost $40.00 Unrealized
KEMET CORP COM 0.0%
Value ($000) $1 Shares 220 Est. Cost $4.55 Unrealized
INVENSENSE INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
WINDSTREAM HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 108 Est. Cost $9.26 Unrealized
HYDROGENICS CORP COM 0.0%
Value ($000) $1 Shares 268 Est. Cost $7.46 Unrealized
ARCONIC INC COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
BAC BANK OF AMERICA CORP COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $11.42 Unrealized +37.2%
NORTHERN OIL AND GAS INC COM 0.0%
Value ($000) $1 Shares 425 Est. Cost $7.06 Unrealized
GW PHARMACEUTICALS PLC ADR 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
MJNA MEDICAL MARIJUANA INC COM 0.0%
Value ($000) $1 Shares 4,100 Est. Cost $0.12 Unrealized 0.0%
XLV SELECT SECTOR SPDR TRUST HEALTH CARE SELECT INDEX 0.0%
Value ($000) $1 Shares 12 Est. Cost $72.49 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $20.55 Unrealized +26.4%
ALCOA CORPORATION COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $9.71 Unrealized
GOLDEN MINERALS CO COMMON STOCK 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
GASFRAC ENERGY SERVICES COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
ADNT ADIENT PLC ORD 0.0%
Value ($000) $0 Shares 6 Est. Cost $50.50 Unrealized 0.0%
AMPH AMPHASTAR PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $19.45 Unrealized 0.0%
AVANTAIR INC COM 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
HCA HCA HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $74.37 Unrealized -6.4%
E DIGITAL CORP COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
GCPEF GCL-POLY ENERGY HOLDINGS LTD COM 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $0.14 Unrealized -8.9%
LDK SOLAR CO LTD COM 0.0%
Value ($000) $0 Shares 400 Est. Cost Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $82.11 Unrealized
VC VISTEON CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $69.56 Unrealized +7.5%
WALTER ENERGY INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
UA UNDER ARMOUR INC COM CL C 0.0%
Value ($000) $0 Shares 2 Est. Cost $37.40 Unrealized -26.0%
CLEANTECH SOLUTIONS INTL INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
CLRN CLARENT CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.00 Unrealized -84.3%
SONIC CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
ROYTL PACIFIC COAST OIL TRUST UNIT 0.0%
Value ($000) $0 Shares 443 Est. Cost $4.70 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $67.07 Unrealized -5.4%
CGAU CENTERRA GOLD INC COM 0.0%
Value ($000) $0 Shares 19 Est. Cost $4.23 Unrealized 0.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $44.35 Unrealized +14.0%
CONTAINER STORE GROUP INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
BREITBURN ENERGY PARTNERS LP COM 0.0%
Value ($000) $0 Shares 239 Est. Cost $4.63 Unrealized
RMR RMR GROUP INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $7.12 Unrealized +185.7%