Winch Advisory Services, LLC Diversified Active

CIK: 0001585822 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 1, 2017

Total Value ($000): $157,582 (100.0% shares, 0.0% debt)

Holdings (308)

VTI VANGUARD TOTAL STOCK MARKET ETF 7.8%
Value ($000) $12,293 Shares 101,327 Est. Cost $115.31 Unrealized
SPY SPDR S & P 500 ETF TR UNIT SER 1 6.5%
Value ($000) $10,234 Shares 43,413 Est. Cost $222.66 Unrealized
AAPL APPLE INC COM 4.1%
Value ($000) $6,511 Shares 45,322 Est. Cost $28.57 Unrealized +6.5%
T AT&T INC COM 3.4%
Value ($000) $5,351 Shares 128,794 Est. Cost $16.30 Unrealized +2.7%
VZ VERIZON COMMUNICATIONS 3.0%
Value ($000) $4,759 Shares 97,616 Est. Cost $27.23 Unrealized +15.4%
XLF SELECT SECTOR SPDR TRUST FINANCIAL SELECT SECTOR FUND 3.0%
Value ($000) $4,673 Shares 196,940 Est. Cost $23.25 Unrealized
VOT VANGUARD CRSP US MID CAP GROWTH IND ETF 2.9%
Value ($000) $4,615 Shares 40,861 Est. Cost $105.67 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 2.9%
Value ($000) $4,569 Shares 58,842 Est. Cost $70.35 Unrealized
VHT VANGUARD HEALTH CARE ETF 2.9%
Value ($000) $4,512 Shares 32,741 Est. Cost $127.65 Unrealized
XLI SELECT SECTOR SPDR TRUST INDUSTRIAL SELECT INDEX 2.7%
Value ($000) $4,316 Shares 66,341 Est. Cost $62.22 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 2.6%
Value ($000) $4,022 Shares 13,715 Est. Cost $265.34 Unrealized
AMZN AMAZON.COM INC COM 2.5%
Value ($000) $4,005 Shares 4,517 Est. Cost $38.86 Unrealized +7.2%
VBK VANGUARD CRSP US SM CAP GROWTH IND ETF 2.5%
Value ($000) $3,961 Shares 28,160 Est. Cost $133.45 Unrealized
VTV VANGUARD CRSP US LARGE CAP VALUE IND ET 2.5%
Value ($000) $3,892 Shares 40,805 Est. Cost $89.58 Unrealized
VGK VANGUARD FTSE EUROPE EFT 2.3%
Value ($000) $3,611 Shares 70,013 Est. Cost $48.27 Unrealized
VCIT VANGUARD INTERMEDIATE TERM CORP BOND ET 2.3%
Value ($000) $3,550 Shares 41,103 Est. Cost $89.42 Unrealized
VWO VANGUARD EMERGING MARKETS ETF 2.2%
Value ($000) $3,417 Shares 86,030 Est. Cost $37.53 Unrealized
GOOG ALPHABET INC CLASS C 2.2%
Value ($000) $3,394 Shares 4,091 Est. Cost $35.97 Unrealized +13.2%
XLB SELECT SECTOR SPDR TRUST MATERIALS SELECT SEC INDEX 2.0%
Value ($000) $3,221 Shares 61,461 Est. Cost $49.89 Unrealized
JPM JP MORGAN CHASE & CO COM 2.0%
Value ($000) $3,094 Shares 35,224 Est. Cost $53.30 Unrealized +30.7%
META FACEBOOK INC COM 1.9%
Value ($000) $2,994 Shares 21,079 Est. Cost $105.56 Unrealized +25.7%
XLY SELECT SECTOR SPDR TRUST CONSUMER DIS SELECT INDEX 1.8%
Value ($000) $2,817 Shares 32,029 Est. Cost $81.30 Unrealized
VUG VANGUARD CRSP US LARGE CAP GROW IND ETF 1.8%
Value ($000) $2,782 Shares 22,870 Est. Cost $121.64 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 1.5%
Value ($000) $2,350 Shares 14,097 Est. Cost $148.32 Unrealized +12.8%
AGNC AGNC INVESTMENT CORP COM 1.5%
Value ($000) $2,346 Shares 117,937 Est. Cost $19.43 Unrealized
XOM EXXON MOBIL CORPORATION COM 1.3%
Value ($000) $2,114 Shares 25,775 Est. Cost $58.47 Unrealized -4.0%
HP HELMERICH & PAYNE INC 1.2%
Value ($000) $1,904 Shares 28,594 Est. Cost $71.19 Unrealized 0.0%
PTEN PATTERSON-UTI ENERGY INC 1.1%
Value ($000) $1,668 Shares 68,709 Est. Cost $22.96 Unrealized +17.5%
CMI CUMMINS INC COM 1.0%
Value ($000) $1,578 Shares 10,433 Est. Cost $117.25 Unrealized 0.0%
VLO VALERO ENERGY CORP COM 1.0%
Value ($000) $1,553 Shares 23,428 Est. Cost $44.00 Unrealized +6.8%
EOG EOG RES INC 1.0%
Value ($000) $1,509 Shares 15,468 Est. Cost $68.15 Unrealized +8.9%
GLD SPDR GOLD TRUST SHS 0.9%
Value ($000) $1,481 Shares 12,477 Est. Cost $125.57 Unrealized
NABORS INDUSTRIES LTD 0.9%
Value ($000) $1,449 Shares 110,897 Est. Cost $15.51 Unrealized
KEY KEYCORP NEW 0.9%
Value ($000) $1,447 Shares 81,380 Est. Cost $9.02 Unrealized +38.4%
CVX CHEVRON CORP. COMMON STOCK 0.9%
Value ($000) $1,417 Shares 13,195 Est. Cost $67.98 Unrealized +12.9%
MSFT MICROSOFT CORP COM 0.9%
Value ($000) $1,377 Shares 20,915 Est. Cost $50.46 Unrealized +14.6%
FITB FIFTH THIRD BANCORP 0.9%
Value ($000) $1,353 Shares 53,260 Est. Cost $14.86 Unrealized +30.1%
BB&T CORPORATION COM 0.8%
Value ($000) $1,328 Shares 29,718 Est. Cost $46.77 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.8%
Value ($000) $1,317 Shares 98,372 Est. Cost $8.43 Unrealized +10.7%
PRICELINE GROUP INC COM 0.7%
Value ($000) $1,095 Shares 615 Est. Cost $1501.25 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.7%
Value ($000) $1,079 Shares 6,931 Est. Cost $105.69 Unrealized +19.9%
CSCO CISCO SYSTEMS INC COM 0.7%
Value ($000) $1,040 Shares 30,778 Est. Cost $23.14 Unrealized +6.9%
BP BP PLC SPONS ADR 0.6%
Value ($000) $998 Shares 28,921 Est. Cost $34.51 Unrealized
GENERAL ELECTRIC CO COM 0.6%
Value ($000) $990 Shares 33,224 Est. Cost $30.09 Unrealized
SYK STRYKER CORP COM 0.6%
Value ($000) $975 Shares 7,403 Est. Cost $105.80 Unrealized +8.2%
MGM MGM RESORTS INTERNATIONAL COM 0.6%
Value ($000) $920 Shares 33,580 Est. Cost $23.30 Unrealized +12.5%
MMM 3M CO COM 0.6%
Value ($000) $904 Shares 4,726 Est. Cost $78.51 Unrealized +44.7%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $861 Shares 3,749 Est. Cost $188.06 Unrealized +6.4%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $538 Shares 4,319 Est. Cost $75.82 Unrealized +23.2%
HAL HALLIBURTON CO 0.3%
Value ($000) $536 Shares 10,892 Est. Cost $45.14 Unrealized 0.0%
ROP ROPER TECHNOLOGIES, INC 0.3%
Value ($000) $525 Shares 2,542 Est. Cost $190.21 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $504 Shares 10,100 Est. Cost $35.01 Unrealized +4.5%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $434 Shares 5,552 Est. Cost $62.32 Unrealized +1.6%
XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 0.3%
Value ($000) $431 Shares 6,168 Est. Cost $71.78 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $428 Shares 3,113 Est. Cost $135.08 Unrealized
WEC WEC ENERGY GROUP INC COM 0.3%
Value ($000) $400 Shares 6,604 Est. Cost $45.94 Unrealized -3.5%
DOV DOVER CORP 0.3%
Value ($000) $399 Shares 4,968 Est. Cost $55.23 Unrealized 0.0%
MS MORGAN STANLEY 0.2%
Value ($000) $375 Shares 8,750 Est. Cost $33.24 Unrealized +3.4%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $354 Shares 1,489 Est. Cost $178.99 Unrealized +15.0%
GOOGL ALPHABET INC CL A 0.2%
Value ($000) $352 Shares 415 Est. Cost $38.82 Unrealized +7.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $344 Shares 1,102 Est. Cost $301.35 Unrealized
HON HONEYWELL INTERNATIONAL INC COM 0.2%
Value ($000) $341 Shares 2,729 Est. Cost $88.03 Unrealized +4.4%
EEM ISHARES MSCI EMERGING MKT FD 0.2%
Value ($000) $338 Shares 8,570 Est. Cost $39.44 Unrealized
IP INTERNATIONAL PAPER CO 0.2%
Value ($000) $318 Shares 6,267 Est. Cost $31.21 Unrealized +9.5%
POWERSHARES QQQ ETF 0.2%
Value ($000) $317 Shares 2,397 Est. Cost $132.25 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.2%
Value ($000) $311 Shares 3,960 Est. Cost $77.02 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $302 Shares 2,768 Est. Cost $2.03 Unrealized +29.0%
KRE SPDR SERIES TRUST S&P REGL BKG 0.2%
Value ($000) $298 Shares 5,452 Est. Cost $55.58 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETF UT 0.2%
Value ($000) $296 Shares 1,436 Est. Cost $187.46 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $281 Shares 3,083 Est. Cost $53.24 Unrealized +1.8%
US STEEL CORP 0.2%
Value ($000) $272 Shares 8,034 Est. Cost $33.06 Unrealized
SPDR S&P OIL & GAS EXPLOR 0.2%
Value ($000) $267 Shares 7,121 Est. Cost $37.49 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.2%
Value ($000) $259 Shares 3,750 Est. Cost $103.33 Unrealized
PRECISION DRILLING 0.2%
Value ($000) $248 Shares 52,606 Est. Cost $5.14 Unrealized
SUNTRUST BKS INC 0.2%
Value ($000) $245 Shares 4,431 Est. Cost $55.29 Unrealized
BAC BANK AMER CORP 0.2%
Value ($000) $244 Shares 10,363 Est. Cost $19.34 Unrealized +0.2%
FDN FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $239 Shares 2,709 Est. Cost $88.19 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $234 Shares 13,540 Est. Cost $16.74 Unrealized
PG PROCTER GAMBLE CO COM 0.1%
Value ($000) $227 Shares 2,523 Est. Cost $65.56 Unrealized +6.8%
F FORD MTR CO 0.1%
Value ($000) $213 Shares 18,286 Est. Cost $7.51 Unrealized +3.7%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $206 Shares 1,591 Est. Cost $92.95 Unrealized +9.4%
CONTINENTAL RESOURCES INC 0.1%
Value ($000) $191 Shares 4,213 Est. Cost $45.34 Unrealized
CIMAREX ENERGY CO COM 0.1%
Value ($000) $186 Shares 1,557 Est. Cost $119.46 Unrealized
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $184 Shares 1,396 Est. Cost $85.66 Unrealized +8.1%
WFC WELLS FARGO & CO COM 0.1%
Value ($000) $153 Shares 2,756 Est. Cost $38.19 Unrealized +16.2%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $146 Shares 3,288 Est. Cost $25.33 Unrealized +27.2%
ANADARKO PETE CORP 0.1%
Value ($000) $126 Shares 2,167 Est. Cost $60.02 Unrealized
FIS FIDELITY NATIONAL INFO SVCS COM 0.1%
Value ($000) $119 Shares 1,500 Est. Cost $54.22 Unrealized +26.8%
PIONEER NAT RES CO 0.1%
Value ($000) $112 Shares 599 Est. Cost $186.98 Unrealized
FANG DIAMONDBACK ENERGY COM 0.1%
Value ($000) $105 Shares 1,015 Est. Cost $79.82 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $104 Shares 1,314 Est. Cost $57.14 Unrealized +0.2%
BAKER HUGHES INC 0.1%
Value ($000) $104 Shares 1,740 Est. Cost $59.77 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.1%
Value ($000) $98 Shares 2,723 Est. Cost $44.50 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.1%
Value ($000) $98 Shares 4,279 Est. Cost $26.41 Unrealized
PARSLEY ENERGY INC CL A 0.1%
Value ($000) $96 Shares 2,958 Est. Cost $32.45 Unrealized
RES RPC INC COM 0.1%
Value ($000) $95 Shares 5,210 Est. Cost $17.57 Unrealized 0.0%
U S SILICA HLDGS INC COM 0.1%
Value ($000) $95 Shares 1,975 Est. Cost $48.10 Unrealized
DVN DEVON ENERGY CORPORATION 0.1%
Value ($000) $91 Shares 2,173 Est. Cost $31.04 Unrealized 0.0%
OIS OIL STS INTL INC 0.1%
Value ($000) $89 Shares 2,695 Est. Cost $36.69 Unrealized 0.0%
ASH ASHLAND GLOBAL HOLDINGS INC COM 0.1%
Value ($000) $87 Shares 702 Est. Cost $49.37 Unrealized +1.7%
SUPERIOR ENERGY SVCS INC 0.1%
Value ($000) $83 Shares 5,845 Est. Cost $14.20 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $75 Shares 315 Est. Cost $207.08 Unrealized
United States Oil Fund LP 0.0%
Value ($000) $73 Shares 6,901 Est. Cost $10.93 Unrealized
BMO BANK MONTREAL QUE COM COM 0.0%
Value ($000) $73 Shares 978 Est. Cost $39.90 Unrealized +32.3%
Activision Blizzard, Inc. 0.0%
Value ($000) $69 Shares 1,383 Est. Cost $35.79 Unrealized
KLAC KLA-TENCOR CORP COM 0.0%
Value ($000) $69 Shares 728 Est. Cost $52.00 Unrealized +46.7%
DIS WALT DISNEY CO COM 0.0%
Value ($000) $63 Shares 552 Est. Cost $79.39 Unrealized +29.7%
ABERDEEN ASIA-PAC PRIME INC COM 0.0%
Value ($000) $57 Shares 11,328 Est. Cost $5.01 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $54 Shares 331 Est. Cost $115.84 Unrealized +22.7%
NUVEEN QUALITY MUNICIPAL INCOME CE FD 0.0%
Value ($000) $53 Shares 3,852 Est. Cost $15.08 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $48 Shares 663 Est. Cost $53.68 Unrealized +5.9%
GLAXO SMITHKLINE PLC ADR 0.0%
Value ($000) $47 Shares 1,122 Est. Cost $45.73 Unrealized
WM WASTE MANAGEMENT INC COM 0.0%
Value ($000) $46 Shares 637 Est. Cost $45.95 Unrealized +32.6%
PEP PEPSICO INC COM 0.0%
Value ($000) $45 Shares 400 Est. Cost $66.88 Unrealized +22.5%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $44 Shares 530 Est. Cost $84.40 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $43 Shares 444 Est. Cost $30.17 Unrealized +35.5%
BA BOEING CO COM 0.0%
Value ($000) $40 Shares 224 Est. Cost $123.69 Unrealized +28.4%
POWERSHARES BUYBACK ACH 0.0%
Value ($000) $40 Shares 766 Est. Cost $45.94 Unrealized
BAYCOM CORP COM 0.0%
Value ($000) $40 Shares 2,431 Est. Cost $11.52 Unrealized
LMT LOCKHEED MARTIN COM 0.0%
Value ($000) $36 Shares 135 Est. Cost $181.09 Unrealized +14.2%
RAYTHEON CO COM 0.0%
Value ($000) $35 Shares 230 Est. Cost $120.20 Unrealized
NFLX NETFLIX.COM INC COM 0.0%
Value ($000) $35 Shares 236 Est. Cost $10.08 Unrealized +39.2%
BABA ALIBABA GROUP HLDG LTD ADR 0.0%
Value ($000) $35 Shares 327 Est. Cost $91.64 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $32 Shares 583 Est. Cost $55.92 Unrealized -14.2%
INVENTRUST PROPERTIES CORP NSA 0.0%
Value ($000) $31 Shares 10,000 Est. Cost $4.00 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $29 Shares 270 Est. Cost $110.89 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $28 Shares 623 Est. Cost $36.97 Unrealized -0.1%
KO COCA COLA CO COM 0.0%
Value ($000) $28 Shares 650 Est. Cost $32.49 Unrealized -3.0%
PFE PFIZER INC COM 0.0%
Value ($000) $28 Shares 816 Est. Cost $21.08 Unrealized +1.6%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $28 Shares 473 Est. Cost $45.93 Unrealized +1.9%
ITW ILLINOIS TOOL WORKS INC COM 0.0%
Value ($000) $27 Shares 207 Est. Cost $74.41 Unrealized +40.5%
SNAP SNAP INC COM CL A 0.0%
Value ($000) $27 Shares 1,195 Est. Cost $22.16 Unrealized 0.0%
UNITED STATES NAT GAS FUND ETF 0.0%
Value ($000) $27 Shares 3,580 Est. Cost $8.64 Unrealized
BMY BRISTOL-MYERS SQUIBB CM 0.0%
Value ($000) $26 Shares 476 Est. Cost $46.68 Unrealized -14.5%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $26 Shares 405 Est. Cost $59.43 Unrealized
SILVER WHEATON CORP COM 0.0%
Value ($000) $24 Shares 1,147 Est. Cost $20.84 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $24 Shares 1,398 Est. Cost $21.83 Unrealized
BSV VANGUARD SHORT TERM BOND FUND 0.0%
Value ($000) $24 Shares 296 Est. Cost $79.48 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $23 Shares 540 Est. Cost $35.20 Unrealized +18.6%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $23 Shares 240 Est. Cost $95.83 Unrealized
VOD VODAFONE GROUP PLC ADR 0.0%
Value ($000) $21 Shares 812 Est. Cost $36.22 Unrealized
MDT MEDTRONIC PLC COM 0.0%
Value ($000) $20 Shares 254 Est. Cost $68.78 Unrealized -9.3%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $20 Shares 108 Est. Cost $111.57 Unrealized +36.3%
TWO HARBORS INVESTMENT CORP REIT 0.0%
Value ($000) $19 Shares 1,938 Est. Cost $8.62 Unrealized
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $19 Shares 390 Est. Cost $9.93 Unrealized +64.5%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $19 Shares 154 Est. Cost $104.38 Unrealized +1.0%
PFG PRINCIPAL FINANCIAL GROUP COM 0.0%
Value ($000) $18 Shares 290 Est. Cost $33.65 Unrealized +29.6%
NG NOVAGOLD RESOURCES INC COM 0.0%
Value ($000) $18 Shares 3,740 Est. Cost $3.80 Unrealized +39.3%
CHOICE BANCORP INC COM 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $14.00 Unrealized
HEARTLAND FINANCIAL USA INC COM 0.0%
Value ($000) $18 Shares 363 Est. Cost $36.11 Unrealized
AFL AFLAC INC CM 0.0%
Value ($000) $16 Shares 214 Est. Cost $23.60 Unrealized +22.1%
HPQ HP INC COM 0.0%
Value ($000) $16 Shares 876 Est. Cost $10.58 Unrealized +14.3%
DUK DUKE ENERGY HOLDINGS CORP COM 0.0%
Value ($000) $16 Shares 191 Est. Cost $56.34 Unrealized -1.8%
ANNALY CAPITAL MANAGEMENT INC COM 0.0%
Value ($000) $16 Shares 1,423 Est. Cost $9.64 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $15 Shares 246 Est. Cost $62.11 Unrealized -5.4%
SOXX ISHARES PHLX SEMICONDUCTOR ETF 0.0%
Value ($000) $15 Shares 110 Est. Cost $136.36 Unrealized
SILVER BULLION TRUST COM 0.0%
Value ($000) $15 Shares 1,450 Est. Cost $10.34 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $15 Shares 428 Est. Cost $27.20 Unrealized +9.1%
ASB ASSOCIATED BANC CORP COM 0.0%
Value ($000) $14 Shares 576 Est. Cost $12.61 Unrealized +44.9%
DU PONT E I DE NEMOURS & CO COM 0.0%
Value ($000) $14 Shares 180 Est. Cost $67.04 Unrealized
LLY ELI LILLY & CO COM 0.0%
Value ($000) $14 Shares 165 Est. Cost $60.40 Unrealized +15.1%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $14 Shares 273 Est. Cost $35.42 Unrealized +6.8%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $13 Shares 80 Est. Cost $134.94 Unrealized +0.8%
FNV FRANCO NEVADA CORP COM 0.0%
Value ($000) $13 Shares 205 Est. Cost $48.36 Unrealized +21.7%
SNSR GLOBAL X INTERNET OF THINGS ETF 0.0%
Value ($000) $12 Shares 643 Est. Cost $18.66 Unrealized
KSS KOHLS CORP COM 0.0%
Value ($000) $12 Shares 294 Est. Cost $40.59 Unrealized +0.6%
FMC F M C CORP COM 0.0%
Value ($000) $11 Shares 160 Est. Cost $36.75 Unrealized +13.6%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $11 Shares 252 Est. Cost $24.73 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $11 Shares 215 Est. Cost $29.54 Unrealized +42.3%
TSLA TESLA INC COM 0.0%
Value ($000) $11 Shares 40 Est. Cost $13.88 Unrealized +21.9%
ALLERGAN PLC COM 0.0%
Value ($000) $11 Shares 47 Est. Cost $234.04 Unrealized
PRU PRUDENTIAL FINANCIAL INC COM 0.0%
Value ($000) $10 Shares 98 Est. Cost $50.67 Unrealized +41.6%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $10 Shares 110 Est. Cost $76.35 Unrealized 0.0%
MSI MOTOROLA INC COM 0.0%
Value ($000) $10 Shares 113 Est. Cost $55.42 Unrealized +29.3%
HMC HONDA MOTOR LTD ADR NEW 0.0%
Value ($000) $10 Shares 343 Est. Cost $28.88 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $33.63 Unrealized +1.6%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $10 Shares 152 Est. Cost $12.32 Unrealized +2.8%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $10 Shares 148 Est. Cost $57.88 Unrealized -12.5%
KATE SPADE & COMPANY COM 0.0%
Value ($000) $9 Shares 375 Est. Cost $34.67 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $9 Shares 86 Est. Cost $73.12 Unrealized +29.1%
MRK MERCK & CO INC. COM 0.0%
Value ($000) $9 Shares 144 Est. Cost $40.24 Unrealized +14.5%
VFC V F CORP COM 0.0%
Value ($000) $9 Shares 170 Est. Cost $66.48 Unrealized -25.8%
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value ($000) $8 Shares 145 Est. Cost $38.99 Unrealized +23.8%
WHITING PETROLEUM CORP COM 0.0%
Value ($000) $8 Shares 855 Est. Cost $8.37 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $8 Shares 87 Est. Cost $73.74 Unrealized +5.4%
BANK OF AMERICA CORP PFD 0.0%
Value ($000) $8 Shares 322 Est. Cost $24.74 Unrealized
TXT TEXTRON INC COM 0.0%
Value ($000) $8 Shares 160 Est. Cost $47.66 Unrealized 0.0%
UA UNDER ARMOUR INC COM CL C 0.0%
Value ($000) $8 Shares 440 Est. Cost $20.90 Unrealized -0.4%
GOVERNMENT PROPERTIES INCM TR COM 0.0%
Value ($000) $7 Shares 342 Est. Cost $22.02 Unrealized
TRANSCANADA CORP COM 0.0%
Value ($000) $7 Shares 160 Est. Cost $45.83 Unrealized
TRV THE TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $7 Shares 59 Est. Cost $84.25 Unrealized +17.4%
DOW CHEMICAL COM 0.0%
Value ($000) $7 Shares 105 Est. Cost $49.89 Unrealized
KAYNE ANDERSON MDSTM ENERGY COM 0.0%
Value ($000) $7 Shares 434 Est. Cost $16.50 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $7 Shares 75 Est. Cost $83.88 Unrealized
NEENAH PAPER INC COM 0.0%
Value ($000) $7 Shares 89 Est. Cost $59.13 Unrealized
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $6 Shares 91 Est. Cost $59.48 Unrealized +14.0%
CHKP CHECK POINT SOFTWARE TECH COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $83.69 Unrealized +17.1%
SDOG ALPS ETF TRUST SECTOR DIVIDEND DOGS 0.0%
Value ($000) $6 Shares 145 Est. Cost $34.48 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $6 Shares 27 Est. Cost $206.40 Unrealized 0.0%
DNP SELECT INCOME FUND INC CLOSED END FUND 0.0%
Value ($000) $6 Shares 580 Est. Cost $10.49 Unrealized
LNG CHENIERE ENERGY INC COM 0.0%
Value ($000) $6 Shares 135 Est. Cost $35.16 Unrealized +31.1%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $5 Shares 184 Est. Cost $15.05 Unrealized +34.0%
CHICAGO BRIDGE & IRON CO COM 0.0%
Value ($000) $5 Shares 162 Est. Cost $30.86 Unrealized
RANDGOLD RESOURCES LTD ADR 0.0%
Value ($000) $5 Shares 53 Est. Cost $113.21 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 +16.6%
JASON INDUSTRIES INC COM 0.0%
Value ($000) $5 Shares 3,080 Est. Cost $3.53 Unrealized
HANESBRAND INC COM 0.0%
Value ($000) $5 Shares 247 Est. Cost $20.41 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $5 Shares 72 Est. Cost $48.50 Unrealized +5.2%
SSL SASOL LTD LIMITED SPNSRD ADR 0.0%
Value ($000) $5 Shares 185 Est. Cost $27.03 Unrealized
HIGHLANDS REIT INC NSA 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $0.40 Unrealized
MEAD JOHNSON NUTRITION COMPANY COMMON 0.0%
Value ($000) $4 Shares 41 Est. Cost $101.16 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $4 Shares 271 Est. Cost $26.85 Unrealized
REVANCE THERAPEUTICS INC COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
BUFFALO WILD WINGS INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $120.00 Unrealized
CHGG CHEGG INC COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $5.07 Unrealized +52.0%
PNNT PENNANT INVESTMENT CORP COM 0.0%
Value ($000) $4 Shares 454 Est. Cost $2.43 Unrealized +15.8%
PSEC PROSPECT CAPITAL CORPORATION COM 0.0%
Value ($000) $4 Shares 496 Est. Cost $2.27 Unrealized +34.6%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $4 Shares 64 Est. Cost $46.17 Unrealized -1.4%
NKE NIKE INC CL B 0.0%
Value ($000) $3 Shares 51 Est. Cost $50.67 Unrealized -2.8%
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
AMP AMERIPRISE FINL ICN COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $103.50 Unrealized +0.3%
YUM YUM! BRANDS INC COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $53.72 Unrealized +3.4%
THE BLACKSTONE GROUP LP COM 0.0%
Value ($000) $3 Shares 113 Est. Cost $37.84 Unrealized
UAA UNDER ARMOUR INC COM CLASS A 0.0%
Value ($000) $3 Shares 158 Est. Cost $32.87 Unrealized -29.1%
HALYARD HEALTH INC COM 0.0%
Value ($000) $3 Shares 68 Est. Cost $48.07 Unrealized
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.0%
Value ($000) $3 Shares 38 Est. Cost $78.95 Unrealized
KEMET CORP COM 0.0%
Value ($000) $3 Shares 220 Est. Cost $4.55 Unrealized
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $90.08 Unrealized 0.0%
VARIAN MEDICAL SYSTEMS INC COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $96.77 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $3 Shares 69 Est. Cost $25.30 Unrealized +14.9%
JUST ENERGY GROUP INC ORD 0.0%
Value ($000) $3 Shares 546 Est. Cost $5.11 Unrealized
JCI JOHNSON CONTROLS INTL PLC COM 0.0%
Value ($000) $3 Shares 63 Est. Cost $33.21 Unrealized +3.9%
UNITI GROUP INC COM 0.0%
Value ($000) $3 Shares 129 Est. Cost $23.26 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $3 Shares 91 Est. Cost $23.59 Unrealized -9.4%
GAS NATURAL INC COM 0.0%
Value ($000) $3 Shares 218 Est. Cost $9.93 Unrealized
DYNEX CAPITAL INC COM 0.0%
Value ($000) $3 Shares 375 Est. Cost $7.67 Unrealized
LEVEL 3 COMMUNICATIONS INC COM 0.0%
Value ($000) $3 Shares 53 Est. Cost $52.69 Unrealized
WELBILT INC COM 0.0%
Value ($000) $2 Shares 101 Est. Cost $19.80 Unrealized
CREDIT SUISSE HIGH YIELD BD COM 0.0%
Value ($000) $2 Shares 630 Est. Cost $3.44 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $29.30 Unrealized +20.5%
FMCC FREDDIE MAC COM 0.0%
Value ($000) $2 Shares 609 Est. Cost $2.41 Unrealized +37.5%
ENERPLUS CORP COM 0.0%
Value ($000) $2 Shares 301 Est. Cost $6.67 Unrealized
KMI KINDER MORGAN INC COM 0.0%
Value ($000) $2 Shares 105 Est. Cost $23.66 Unrealized -42.4%
MVO MV OIL TRUST COM 0.0%
Value ($000) $2 Shares 354 Est. Cost $14.89 Unrealized
CFR CULLEN FROST BANKERS COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $69.53 Unrealized 0.0%
BROADCOM LIMITED COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $181.82 Unrealized
IBM INTL BUSINESS MACHINES COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $103.05 Unrealized +11.0%
ISHARES GOLD TRUST COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.05 Unrealized
HSBC HSBC HLDG PLC SPON ADR 0.0%
Value ($000) $2 Shares 54 Est. Cost $37.04 Unrealized
SJM SMUCKER J M CO COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $79.42 Unrealized +29.6%
MATV SCHWEITZER-MAUDUIT COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $26.02 Unrealized +7.3%
HYDROGENICS CORP COM 0.0%
Value ($000) $2 Shares 268 Est. Cost $7.46 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $57.08 Unrealized +4.1%
ETF MANAGERS TR PUREFUNDS ISE CYBER SEC ETF 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
GW PHARMACEUTICALS PLC ADR 0.0%
Value ($000) $2 Shares 13 Est. Cost $76.92 Unrealized
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
TXN TEXAS INSTRUMENTS INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $60.64 Unrealized 0.0%
SHOP SHOPIFY INC COM CL A 0.0%
Value ($000) $1 Shares 22 Est. Cost $5.76 Unrealized 0.0%
GCPEF GCL-POLY ENERGY HOLDINGS LTD COM 0.0%
Value ($000) $1 Shares 4,000 Est. Cost $0.14 Unrealized -8.7%
FIFTH STREET FINANCIAL CORP COM 0.0%
Value ($000) $1 Shares 300 Est. Cost $7.53 Unrealized
CRRC CORP LTD ORD 0.0%
Value ($000) $1 Shares 1,400 Est. Cost $0.71 Unrealized
M MACY'S INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $65.90 Unrealized -53.1%
MJNA MEDICAL MARIJUANA INC COM 0.0%
Value ($000) $1 Shares 4,100 Est. Cost $0.12 Unrealized +21.7%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
VEREIT INC COM REIT 0.0%
Value ($000) $1 Shares 107 Est. Cost $9.79 Unrealized
WINDSTREAM HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 108 Est. Cost $9.26 Unrealized
JBLU JETBLUE AIRWAYS CORP COM 0.0%
Value ($000) $1 Shares 67 Est. Cost $20.39 Unrealized 0.0%
FNMA FANNIE MAE COM 0.0%
Value ($000) $1 Shares 442 Est. Cost $2.50 Unrealized +38.6%
DELL TECHNOLOGIES INC COM CL V 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
CLX CLOROX COMPANY COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $100.23 Unrealized +0.2%
CX CEMEX S.A.B. DE C.V. SPONS ADR PART CER 0.0%
Value ($000) $1 Shares 133 Est. Cost $8.04 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $36.49 Unrealized 0.0%
NOK NOKIA CORP ADR 0.0%
Value ($000) $1 Shares 112 Est. Cost $8.93 Unrealized
MANITOWOC INC COM 0.0%
Value ($000) $1 Shares 101 Est. Cost $16.56 Unrealized
DOGP CANNABIS SATIVA INC COM 0.0%
Value ($000) $1 Shares 229 Est. Cost $5.37 Unrealized +22.0%
ROYTL PACIFIC COAST OIL TRUST UNIT 0.0%
Value ($000) $1 Shares 444 Est. Cost $4.70 Unrealized
ARCONIC INC COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
AMERICAN OUTDOOR BRANDS CORP COM 0.0%
Value ($000) $1 Shares 61 Est. Cost $16.39 Unrealized
AVXL ANAVEX LIFE SCIENCES CORP COM 0.0%
Value ($000) $1 Shares 250 Est. Cost $3.56 Unrealized +45.0%
BIP BROOKFIELD INFR PART LP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
BLUCORA INC COM 0.0%
Value ($000) $0 Shares 2 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 +252.5%
CIEN CIENA CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $24.52 Unrealized 0.0%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $20.55 Unrealized +52.5%
AMPH AMPHASTAR PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $19.45 Unrealized -19.2%
CGAU CENTERRA GOLD INC COM 0.0%
Value ($000) $0 Shares 19 Est. Cost $4.23 Unrealized +3.9%
GOLDEN MINERALS CO COM 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
ETRADE FINANCIAL CORP NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
VC VISTEON CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $69.56 Unrealized +31.8%
CLRN CLARENT CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.00 Unrealized -60.5%
CLEANTECH SOLUTIONS INTL INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $31.14 Unrealized 0.0%
LDK SOLAR CO LTD COM 0.0%
Value ($000) $0 Shares 400 Est. Cost Unrealized
E DIGITAL CORP COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $65.00 Unrealized 0.0%
WALTER ENERGY INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
ALCOA CORPORATION COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $9.71 Unrealized
SUNPOWER CORPORATIONS COM 0.0%
Value ($000) $0 Shares 45 Est. Cost Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $42.37 Unrealized +2.6%
AVANTAIR INC COM 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
SONIC CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
GASFRAC ENERGY SERVICES COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
CONTAINER STORE GROUP INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized