Winch Advisory Services, LLC Diversified Active

CIK: 0001585822 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 7, 2017

Total Value ($000): $158,914 (100.0% shares, 0.0% debt)

Holdings (323)

VTI Vanguard Total Stock Market ETF 6.1%
Value ($000) $9,650 Shares 77,539 Est. Cost $115.31 Unrealized
SPY SPDR S&P 500 Index ETF 5.1%
Value ($000) $8,179 Shares 33,826 Est. Cost $222.66 Unrealized
AAPL Apple, Inc. 4.3%
Value ($000) $6,901 Shares 47,987 Est. Cost $28.89 Unrealized +18.8%
VGK Vanguard FTSE Europe ETF 3.8%
Value ($000) $6,090 Shares 110,438 Est. Cost $50.79 Unrealized
AMZN Amazon.com Inc. 3.3%
Value ($000) $5,220 Shares 5,407 Est. Cost $40.32 Unrealized +18.3%
T AT & T, Inc. 3.1%
Value ($000) $4,935 Shares 130,808 Est. Cost $16.29 Unrealized -2.3%
VOT Vanguard Mid-Cap Growth ETF 3.0%
Value ($000) $4,776 Shares 40,581 Est. Cost $105.67 Unrealized
XLF SPDR Select Sector Financial ETF 3.0%
Value ($000) $4,743 Shares 192,265 Est. Cost $23.25 Unrealized
VHT Vanguard Health Care ETF 3.0%
Value ($000) $4,703 Shares 31,911 Est. Cost $127.65 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 3.0%
Value ($000) $4,692 Shares 114,923 Est. Cost $38.36 Unrealized
VYM Vanguard High Dividend Yield Indx ETF 2.9%
Value ($000) $4,612 Shares 59,004 Est. Cost $70.35 Unrealized
XLI Sector SPDR Industrial Select ETF 2.8%
Value ($000) $4,433 Shares 65,089 Est. Cost $62.22 Unrealized
VZ Verizon Communications Inc. 2.7%
Value ($000) $4,268 Shares 95,577 Est. Cost $27.23 Unrealized +8.4%
IBB iShares Nasdaq Biotechnology ETF 2.6%
Value ($000) $4,163 Shares 13,424 Est. Cost $265.34 Unrealized
VBK Vanguard Small Cap Growth ETF 2.6%
Value ($000) $4,143 Shares 28,430 Est. Cost $133.45 Unrealized
GOOG Alphabet Inc. (Google) - Class C 2.5%
Value ($000) $4,018 Shares 4,432 Est. Cost $36.70 Unrealized +23.8%
VTV Vanguard Value ETF 2.5%
Value ($000) $3,994 Shares 41,364 Est. Cost $89.67 Unrealized
META Facebook Inc. 2.2%
Value ($000) $3,461 Shares 23,006 Est. Cost $109.09 Unrealized +35.4%
XLB Sector SPDR Materials Select Sector ETF 2.1%
Value ($000) $3,264 Shares 60,650 Est. Cost $49.89 Unrealized
VUG Vanguard Growth ETF 2.0%
Value ($000) $3,198 Shares 25,173 Est. Cost $122.14 Unrealized
JPM JP Morgan Chase & Co. 2.0%
Value ($000) $3,116 Shares 34,088 Est. Cost $53.30 Unrealized +28.6%
VCIT Vanguard Intermediate-Term Corp Bond ETF 1.9%
Value ($000) $3,037 Shares 34,695 Est. Cost $89.42 Unrealized
XLY SPDR Consumer Discretionary ETF 1.8%
Value ($000) $2,855 Shares 31,854 Est. Cost $81.30 Unrealized
Berkshire Hathaway Inc - Class B 1.8%
Value ($000) $2,820 Shares 16,651 Est. Cost $169.36 Unrealized
AGNC AGNC Investment Corp. 1.6%
Value ($000) $2,588 Shares 121,545 Est. Cost $19.49 Unrealized
XOM Exxon Mobil Corporation 1.3%
Value ($000) $2,020 Shares 25,027 Est. Cost $58.47 Unrealized -5.1%
PTEN Patterson-UTI Energy, Inc. 1.1%
Value ($000) $1,757 Shares 87,038 Est. Cost $22.71 Unrealized -4.1%
CMI Cummins, Inc. (Industrial) 1.1%
Value ($000) $1,724 Shares 10,628 Est. Cost $117.37 Unrealized +5.5%
MSFT Microsoft Corporation 1.0%
Value ($000) $1,594 Shares 23,120 Est. Cost $51.59 Unrealized +20.8%
HP Helmerich & Payne, Inc. (Energy) 1.0%
Value ($000) $1,547 Shares 28,476 Est. Cost $71.19 Unrealized -17.6%
GLD SPDR Gold Shares Trust ETF 0.9%
Value ($000) $1,415 Shares 11,993 Est. Cost $125.57 Unrealized
CVX Chevron Corporation 0.9%
Value ($000) $1,378 Shares 13,208 Est. Cost $67.98 Unrealized +7.7%
EOG EOG Resources, Inc. 0.9%
Value ($000) $1,375 Shares 15,193 Est. Cost $68.15 Unrealized +0.8%
VLO Valero Energy Corporation (Oil Refiner) 0.9%
Value ($000) $1,362 Shares 20,183 Est. Cost $44.00 Unrealized +4.6%
PFE Pfizer Inc. 0.8%
Value ($000) $1,286 Shares 38,298 Est. Cost $21.59 Unrealized +0.1%
KEY Keycorp Bank 0.8%
Value ($000) $1,285 Shares 68,551 Est. Cost $9.02 Unrealized +37.5%
FITB Fifth Third Bancorp 0.8%
Value ($000) $1,274 Shares 49,075 Est. Cost $14.86 Unrealized +21.3%
Priceline Group Inc. 0.8%
Value ($000) $1,257 Shares 672 Est. Cost $1532.57 Unrealized
Nabors Industries Ltd. 0.8%
Value ($000) $1,220 Shares 149,845 Est. Cost $13.60 Unrealized
HBAN Huntington Bancshares Incorporated 0.8%
Value ($000) $1,200 Shares 88,789 Est. Cost $8.43 Unrealized +5.5%
BP BP (British Petroleum) plc (ADR) 0.7%
Value ($000) $1,159 Shares 33,455 Est. Cost $34.53 Unrealized
ROK Rockwell Automation, Inc. 0.7%
Value ($000) $1,131 Shares 6,982 Est. Cost $105.69 Unrealized +27.2%
MGM MGM Resorts International 0.7%
Value ($000) $1,120 Shares 35,780 Est. Cost $23.68 Unrealized +24.0%
SYK Stryker Corporation (Medical Equipment) 0.7%
Value ($000) $1,073 Shares 7,732 Est. Cost $106.61 Unrealized +17.0%
CSCO Cisco Systems, Inc. 0.6%
Value ($000) $989 Shares 31,600 Est. Cost $23.19 Unrealized +8.1%
MMM 3M Company 0.6%
Value ($000) $984 Shares 4,727 Est. Cost $78.51 Unrealized +58.8%
General Electric Co. 0.6%
Value ($000) $913 Shares 33,796 Est. Cost $30.04 Unrealized
HAL Halliburton Company 0.5%
Value ($000) $792 Shares 18,549 Est. Cost $42.47 Unrealized -8.9%
GS Goldman Sachs Group Inc. 0.4%
Value ($000) $627 Shares 2,825 Est. Cost $188.06 Unrealized -1.8%
JNJ Johnson & Johnson 0.4%
Value ($000) $579 Shares 4,379 Est. Cost $76.16 Unrealized +31.8%
WEC Wisconsin Energy Corp. 0.3%
Value ($000) $465 Shares 7,580 Est. Cost $46.06 Unrealized +1.8%
COP ConocoPhillips 0.3%
Value ($000) $417 Shares 9,489 Est. Cost $35.01 Unrealized +1.4%
RES RPC Inc 0.3%
Value ($000) $405 Shares 20,055 Est. Cost $16.83 Unrealized -1.5%
XLE Sector SPDR Energy Select Sector 0.2%
Value ($000) $395 Shares 6,077 Est. Cost $71.78 Unrealized
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $389 Shares 2,762 Est. Cost $135.08 Unrealized
GOOGL Alphabet Inc. (Google) - Class A 0.2%
Value ($000) $386 Shares 415 Est. Cost $38.82 Unrealized +19.6%
NOC Northrop Grumman Corporation 0.2%
Value ($000) $360 Shares 1,403 Est. Cost $178.99 Unrealized +21.5%
SLB Schlumberger Ltd. 0.2%
Value ($000) $349 Shares 5,301 Est. Cost $62.32 Unrealized -10.4%
EEM iShares MSCI Emerging Markets Index ETF 0.2%
Value ($000) $345 Shares 8,347 Est. Cost $39.44 Unrealized
MDY SPDR S&P MidCap 400 ETF Trust 0.2%
Value ($000) $341 Shares 1,073 Est. Cost $301.35 Unrealized
PowerShares QQQ (Nasdaq) ETF 0.2%
Value ($000) $324 Shares 2,352 Est. Cost $132.25 Unrealized
HON Honeywell International Inc. 0.2%
Value ($000) $324 Shares 2,431 Est. Cost $88.03 Unrealized +12.2%
Superior Energy Services Inc 0.2%
Value ($000) $316 Shares 30,253 Est. Cost $11.17 Unrealized
IYR iShares U.S. Real Estate ETF 0.2%
Value ($000) $308 Shares 3,856 Est. Cost $77.02 Unrealized
DIA SPDR Dow Jones Industrial Average ETF 0.2%
Value ($000) $306 Shares 1,437 Est. Cost $187.46 Unrealized
NVDA NVIDIA Corporation 0.2%
Value ($000) $302 Shares 2,089 Est. Cost $2.03 Unrealized +54.2%
KRE SPDR S&P Regional Banking ETF 0.2%
Value ($000) $300 Shares 5,452 Est. Cost $55.58 Unrealized
ROP Roper Technologies, Inc. (Industrial) 0.2%
Value ($000) $291 Shares 1,258 Est. Cost $190.21 Unrealized +10.6%
MS Morgan Stanley 0.2%
Value ($000) $272 Shares 6,095 Est. Cost $33.24 Unrealized +0.9%
IJR iShares Core S&P Small-Cap ETF 0.2%
Value ($000) $263 Shares 3,750 Est. Cost $103.33 Unrealized
FDN First Trust Dow Jones Internet ETF 0.2%
Value ($000) $257 Shares 2,709 Est. Cost $88.19 Unrealized
Precision Drilling Corp 0.2%
Value ($000) $248 Shares 72,782 Est. Cost $4.66 Unrealized
DOV Dover Corporation (Industrial) 0.2%
Value ($000) $248 Shares 3,097 Est. Cost $55.23 Unrealized +2.8%
MCD McDonald's Corporation 0.2%
Value ($000) $245 Shares 1,598 Est. Cost $92.95 Unrealized +26.9%
BAC Bank of America Corporation 0.2%
Value ($000) $239 Shares 9,845 Est. Cost $19.34 Unrealized -1.3%
PG Procter & Gamble Co. 0.1%
Value ($000) $228 Shares 2,611 Est. Cost $65.72 Unrealized +6.7%
KMB Kimberly-Clark Corporation 0.1%
Value ($000) $181 Shares 1,404 Est. Cost $85.66 Unrealized +12.3%
OIS Oil States International Inc 0.1%
Value ($000) $156 Shares 5,744 Est. Cost $32.93 Unrealized -10.1%
WFC Wells Fargo & Company 0.1%
Value ($000) $154 Shares 2,776 Est. Cost $38.19 Unrealized +10.4%
XEL Xcel Energy Inc. (Utility) 0.1%
Value ($000) $151 Shares 3,288 Est. Cost $25.33 Unrealized +39.4%
US Silica Holdings Inc 0.1%
Value ($000) $146 Shares 4,127 Est. Cost $41.47 Unrealized
Cimarex Energy Co 0.1%
Value ($000) $146 Shares 1,557 Est. Cost $119.46 Unrealized
SunTrust Banks Inc 0.1%
Value ($000) $141 Shares 2,492 Est. Cost $55.29 Unrealized
Continental Resources Inc/OK 0.1%
Value ($000) $136 Shares 4,213 Est. Cost $45.34 Unrealized
FIS Fidelity National Information Services, Inc. 0.1%
Value ($000) $128 Shares 1,500 Est. Cost $54.22 Unrealized +32.3%
BABA Alibaba Group Holding Limited (ADR) 0.1%
Value ($000) $114 Shares 809 Est. Cost $121.00 Unrealized
PSX Phillips 66 (Spinoff from ConocoPhillips) 0.1%
Value ($000) $109 Shares 1,314 Est. Cost $57.14 Unrealized -1.5%
IP International Paper Company 0.1%
Value ($000) $107 Shares 1,887 Est. Cost $31.21 Unrealized +11.3%
KWEB KraneShares CSI China Internet ETF 0.1%
Value ($000) $100 Shares 2,088 Est. Cost $47.89 Unrealized
Pioneer Natural Resources Co 0.1%
Value ($000) $96 Shares 599 Est. Cost $186.98 Unrealized
BKR Baker Hughes Inc 0.1%
Value ($000) $95 Shares 1,740 Est. Cost $31.61 Unrealized 0.0%
NFLX Netflix, Inc. 0.1%
Value ($000) $94 Shares 631 Est. Cost $13.40 Unrealized +14.8%
FANG Diamondback Energy Inc 0.1%
Value ($000) $90 Shares 1,015 Est. Cost $79.82 Unrealized -6.0%
Parsley Energy Inc 0.1%
Value ($000) $82 Shares 2,958 Est. Cost $32.45 Unrealized
BMO Bank of Montreal 0.1%
Value ($000) $80 Shares 1,087 Est. Cost $40.90 Unrealized +22.0%
IVV iShares Core S&P 500 Index ETF 0.0%
Value ($000) $77 Shares 316 Est. Cost $207.08 Unrealized
TSLA Tesla Motors, Inc. 0.0%
Value ($000) $76 Shares 211 Est. Cost $20.47 Unrealized +7.5%
Two Harbors Investment Corp. 0.0%
Value ($000) $73 Shares 7,373 Est. Cost $9.56 Unrealized
Activision Blizzard, Inc. 0.0%
Value ($000) $71 Shares 1,240 Est. Cost $35.79 Unrealized
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $69 Shares 1,280 Est. Cost $43.20 Unrealized +13.5%
KLAC KLA-Tencor Corporation 0.0%
Value ($000) $67 Shares 728 Est. Cost $52.00 Unrealized +67.2%
Anadarko Petroleum Corp 0.0%
Value ($000) $64 Shares 1,402 Est. Cost $60.02 Unrealized
UNH UnitedHealth Group Inc. 0.0%
Value ($000) $62 Shares 332 Est. Cost $115.84 Unrealized +31.8%
DIS Walt Disney Company 0.0%
Value ($000) $62 Shares 582 Est. Cost $80.58 Unrealized +27.1%
Aberdeen Asia-Pacific Income Fund Inc. 0.0%
Value ($000) $61 Shares 12,159 Est. Cost $5.01 Unrealized
United States Oil Fund LP 0.0%
Value ($000) $59 Shares 6,223 Est. Cost $10.93 Unrealized
GlaxoSmithKline plc (ADR) 0.0%
Value ($000) $56 Shares 1,310 Est. Cost $45.31 Unrealized
VCSH Vanguard Short-Term Corporate Bond ETF 0.0%
Value ($000) $56 Shares 695 Est. Cost $80.58 Unrealized
SPDR S&P Oil & Gas Exploration & Prod. 0.0%
Value ($000) $54 Shares 1,706 Est. Cost $37.49 Unrealized
NKE Nike, Inc. 0.0%
Value ($000) $47 Shares 797 Est. Cost $48.41 Unrealized -0.3%
WM Waste Management 0.0%
Value ($000) $47 Shares 641 Est. Cost $45.95 Unrealized +36.1%
PEP Pepsico, Inc. 0.0%
Value ($000) $46 Shares 399 Est. Cost $66.88 Unrealized +31.8%
ASH Ashland Inc 0.0%
Value ($000) $46 Shares 705 Est. Cost $49.37 Unrealized +11.9%
VVV VALVOLINE INC COM 0.0%
Value ($000) $46 Shares 1,931 Est. Cost $23.16 Unrealized 0.0%
Walgreens Boots Alliance, Inc. 0.0%
Value ($000) $45 Shares 573 Est. Cost $83.96 Unrealized
Nuveen Dividend Adv. Municipal Bond Fund 0.0%
Value ($000) $44 Shares 3,160 Est. Cost $15.08 Unrealized
BA Boeing Company 0.0%
Value ($000) $44 Shares 224 Est. Cost $123.69 Unrealized +41.4%
LYB LyondellBasell Industries NV 0.0%
Value ($000) $44 Shares 521 Est. Cost $53.24 Unrealized -6.5%
TIP iShares Barclays TIPS Bond ETF 0.0%
Value ($000) $43 Shares 375 Est. Cost $114.67 Unrealized
MKC McCormick & Co. Inc. 0.0%
Value ($000) $43 Shares 444 Est. Cost $30.17 Unrealized +42.3%
BCML Bay Commercial Bank (Walnut Creek, CA)(OTC BB) 0.0%
Value ($000) $42 Shares 2,431 Est. Cost $15.58 Unrealized 0.0%
HAS Hasbro, Inc. 0.0%
Value ($000) $42 Shares 375 Est. Cost $76.47 Unrealized 0.0%
United States Steel Corp. 0.0%
Value ($000) $42 Shares 1,890 Est. Cost $33.06 Unrealized
PowerShares Buyback Achievers ETF 0.0%
Value ($000) $41 Shares 766 Est. Cost $45.94 Unrealized
MKL Markel Corporation 0.0%
Value ($000) $40 Shares 41 Est. Cost $970.65 Unrealized 0.0%
MA Mastercard Incorporated Class A 0.0%
Value ($000) $39 Shares 321 Est. Cost $113.06 Unrealized 0.0%
KO Coca-Cola Company 0.0%
Value ($000) $38 Shares 855 Est. Cost $32.77 Unrealized +2.7%
CL Colgate-Palmolive Co 0.0%
Value ($000) $38 Shares 513 Est. Cost $53.68 Unrealized +13.0%
PSA Public Storage Inc. 0.0%
Value ($000) $38 Shares 180 Est. Cost $151.11 Unrealized 0.0%
LMT Lockheed Martin Corporation 0.0%
Value ($000) $38 Shares 135 Est. Cost $181.09 Unrealized +20.6%
F Ford Motor Company 0.0%
Value ($000) $37 Shares 3,312 Est. Cost $7.51 Unrealized -5.5%
Raytheon Company 0.0%
Value ($000) $37 Shares 231 Est. Cost $120.20 Unrealized
Apache Corporation 0.0%
Value ($000) $33 Shares 685 Est. Cost $48.18 Unrealized
DUK Duke Energy Corporation 0.0%
Value ($000) $33 Shares 391 Est. Cost $57.75 Unrealized +2.3%
InvenTrust Properties Corp NSA 0.0%
Value ($000) $33 Shares 10,000 Est. Cost $4.00 Unrealized
TGT Target Corporation 0.0%
Value ($000) $31 Shares 589 Est. Cost $55.78 Unrealized -23.7%
CASH CASH 0.0%
Value ($000) $31 Shares 30,680 Est. Cost $27.74 Unrealized 0.0%
ITW Illinois Tool Works, Inc. 0.0%
Value ($000) $30 Shares 207 Est. Cost $74.41 Unrealized +52.3%
ABT Abbott Laboratories 0.0%
Value ($000) $30 Shares 627 Est. Cost $36.97 Unrealized +5.2%
AGG iShares Barclays Aggregate Bond ETF 0.0%
Value ($000) $30 Shares 270 Est. Cost $110.89 Unrealized
SNDR Schneider National, Inc. (Class B) 0.0%
Value ($000) $28 Shares 1,232 Est. Cost $19.77 Unrealized 0.0%
SO Southern Company 0.0%
Value ($000) $27 Shares 560 Est. Cost $34.57 Unrealized +1.5%
ACWI iShares MSCI ACWI (World) Index ETF 0.0%
Value ($000) $27 Shares 409 Est. Cost $59.43 Unrealized
SNAP SNAP, Inc. (SnapChat) Class A 0.0%
Value ($000) $25 Shares 1,405 Est. Cost $21.86 Unrealized -7.8%
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $25 Shares 390 Est. Cost $9.93 Unrealized +88.6%
MGK Vanguard Mega Cap Growth Index ETF 0.0%
Value ($000) $24 Shares 241 Est. Cost $95.83 Unrealized
United States Natural Gas Fund 0.0%
Value ($000) $24 Shares 3,580 Est. Cost $8.64 Unrealized
VOD Vodafone Group Plc (ADR) 0.0%
Value ($000) $23 Shares 812 Est. Cost $36.22 Unrealized
MDT Medtronic, Inc. 0.0%
Value ($000) $23 Shares 255 Est. Cost $68.78 Unrealized -1.7%
WPM Wheaton Precious Metals Corp. 0.0%
Value ($000) $23 Shares 1,151 Est. Cost $18.25 Unrealized 0.0%
Annaly Capital Management, Inc. 0.0%
Value ($000) $22 Shares 1,848 Est. Cost $10.16 Unrealized
SBUX Starbucks Corporation 0.0%
Value ($000) $21 Shares 354 Est. Cost $45.93 Unrealized +9.3%
Choice Bank 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $14.00 Unrealized
ZBH Zimmer Biomet Holdings, Inc. 0.0%
Value ($000) $20 Shares 154 Est. Cost $104.38 Unrealized +5.9%
INTC Intel Corporation 0.0%
Value ($000) $20 Shares 597 Est. Cost $27.87 Unrealized +6.1%
PFG Principal Financial Group 0.0%
Value ($000) $19 Shares 295 Est. Cost $33.85 Unrealized +34.9%
EXEL EXELIXIS INC COM 0.0%
Value ($000) $18 Shares 725 Est. Cost $21.16 Unrealized 0.0%
ILMN Illumina, Inc. 0.0%
Value ($000) $18 Shares 105 Est. Cost $173.03 Unrealized 0.0%
AFL Aflac Inc. 0.0%
Value ($000) $17 Shares 215 Est. Cost $23.60 Unrealized +30.2%
Heartland Financial USA Inc. 0.0%
Value ($000) $17 Shares 363 Est. Cost $36.11 Unrealized
NG NovaGold Resources Inc. 0.0%
Value ($000) $17 Shares 3,740 Est. Cost $3.80 Unrealized +13.4%
GD General Dynamics Corporation 0.0%
Value ($000) $16 Shares 81 Est. Cost $111.57 Unrealized +45.2%
GILD Gilead Sciences Inc. (Biotech) 0.0%
Value ($000) $16 Shares 222 Est. Cost $54.69 Unrealized -11.7%
FNV Franco-Nevada Corporation (Gold) 0.0%
Value ($000) $15 Shares 205 Est. Cost $48.36 Unrealized +34.1%
HPQ Hewlett-Packard, Inc. 0.0%
Value ($000) $15 Shares 879 Est. Cost $10.58 Unrealized +30.6%
STZ Constellation Brands Inc. (Alcohol) 0.0%
Value ($000) $15 Shares 80 Est. Cost $134.94 Unrealized +15.4%
SOXX iShares PHLX SEMICONDUCTOR ETF 0.0%
Value ($000) $15 Shares 110 Est. Cost $136.36 Unrealized
DuPont de Nemours & Company 0.0%
Value ($000) $15 Shares 180 Est. Cost $67.04 Unrealized
ASB Associated Banc Corp. 0.0%
Value ($000) $15 Shares 579 Est. Cost $12.61 Unrealized +42.5%
Dow Chemical Company 0.0%
Value ($000) $14 Shares 217 Est. Cost $57.44 Unrealized
LLY Eli Lilly & Company 0.0%
Value ($000) $14 Shares 165 Est. Cost $60.40 Unrealized +18.0%
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $14 Shares 275 Est. Cost $35.42 Unrealized +11.6%
Silver Bullion Trust (Pink Sheets) 0.0%
Value ($000) $13 Shares 1,450 Est. Cost $10.34 Unrealized
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $13 Shares 162 Est. Cost $79.48 Unrealized
FMC FMC Corporation 0.0%
Value ($000) $12 Shares 160 Est. Cost $36.75 Unrealized +41.8%
HOG Harley Davidson Inc. 0.0%
Value ($000) $12 Shares 218 Est. Cost $62.11 Unrealized -10.4%
MET Metlife Inc 0.0%
Value ($000) $12 Shares 216 Est. Cost $33.69 Unrealized +2.8%
DCO Ducommun Inc. (Aerospace/Defense) 0.0%
Value ($000) $12 Shares 386 Est. Cost $31.07 Unrealized 0.0%
PLXS Plexus Corp 0.0%
Value ($000) $11 Shares 200 Est. Cost $53.00 Unrealized 0.0%
Allergan Inc. 0.0%
Value ($000) $11 Shares 47 Est. Cost $234.04 Unrealized
IPGP IPG Photonics Corporation 0.0%
Value ($000) $11 Shares 75 Est. Cost $134.25 Unrealized 0.0%
DE Deere & Company 0.0%
Value ($000) $11 Shares 86 Est. Cost $73.12 Unrealized +40.6%
SYY Sysco Corp 0.0%
Value ($000) $11 Shares 216 Est. Cost $29.54 Unrealized +44.3%
SNSR Global X Internet of Things Thematic ETF 0.0%
Value ($000) $11 Shares 643 Est. Cost $18.66 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $11 Shares 128 Est. Cost $57.69 Unrealized +29.6%
PRU Prudential Financial, Inc. 0.0%
Value ($000) $11 Shares 99 Est. Cost $50.87 Unrealized +39.7%
VFC V.F. Corporation 0.0%
Value ($000) $10 Shares 171 Est. Cost $66.48 Unrealized -22.4%
ENB Enbridge Inc. (acquired Spectra Energy) 0.0%
Value ($000) $10 Shares 253 Est. Cost $24.73 Unrealized -3.7%
BCE BCE, Inc. 0.0%
Value ($000) $10 Shares 223 Est. Cost $26.61 Unrealized 0.0%
VTR Ventas Inc. 0.0%
Value ($000) $10 Shares 144 Est. Cost $46.00 Unrealized 0.0%
IRM Iron Mountain Inc. 0.0%
Value ($000) $10 Shares 294 Est. Cost $21.58 Unrealized 0.0%
WELL Health Care REIT, Inc. 0.0%
Value ($000) $10 Shares 134 Est. Cost $53.58 Unrealized 0.0%
UA Under Armour, Inc. 0.0%
Value ($000) $9 Shares 440 Est. Cost $20.90 Unrealized -9.8%
CAT Caterpillar, Inc. 0.0%
Value ($000) $9 Shares 87 Est. Cost $73.74 Unrealized +14.0%
MRK Merck & Co. Inc. 0.0%
Value ($000) $9 Shares 145 Est. Cost $40.24 Unrealized +15.7%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $9 Shares 110 Est. Cost $76.35 Unrealized -8.4%
HMC Honda Motors Ltd Adrnew 0.0%
Value ($000) $9 Shares 346 Est. Cost $28.88 Unrealized
LUV Southwest Airlines Co. 0.0%
Value ($000) $9 Shares 146 Est. Cost $38.99 Unrealized +34.2%
TransCanada Corp. 0.0%
Value ($000) $8 Shares 161 Est. Cost $45.83 Unrealized
TRV Travelers Companies, Inc. 0.0%
Value ($000) $8 Shares 60 Est. Cost $84.54 Unrealized +20.5%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $8 Shares 152 Est. Cost $12.32 Unrealized -15.6%
Bank of America Corporation Preferred Shares 0.0%
Value ($000) $8 Shares 327 Est. Cost $24.73 Unrealized
OLED Universal Display Corporation 0.0%
Value ($000) $8 Shares 69 Est. Cost $99.76 Unrealized 0.0%
Kayne Anderson Midstream/Energy Fund, Inc. 0.0%
Value ($000) $7 Shares 438 Est. Cost $16.50 Unrealized
DNP Select Income Fund 0.0%
Value ($000) $7 Shares 591 Est. Cost $10.51 Unrealized
CHKP Check Point Software Technologies Ltd. 0.0%
Value ($000) $7 Shares 60 Est. Cost $83.69 Unrealized +29.1%
KMI Kinder Morgan Inc 0.0%
Value ($000) $7 Shares 341 Est. Cost $15.91 Unrealized -21.6%
LNG Cheniere Energy Inc. (Liquefied natural gas) 0.0%
Value ($000) $7 Shares 135 Est. Cost $35.16 Unrealized +35.7%
Neenah Paper, Inc. 0.0%
Value ($000) $7 Shares 89 Est. Cost $59.13 Unrealized
RGLD Royal Gold, Inc. 0.0%
Value ($000) $7 Shares 91 Est. Cost $59.48 Unrealized +26.6%
Hanesbrands Inc. 0.0%
Value ($000) $6 Shares 249 Est. Cost $20.41 Unrealized
OMER OMEROS CORP COM 0.0%
Value ($000) $6 Shares 295 Est. Cost $17.45 Unrealized 0.0%
CHGG Chegg, Inc. (Textbooks) 0.0%
Value ($000) $6 Shares 500 Est. Cost $5.07 Unrealized +114.3%
Government Properties Income Trust 0.0%
Value ($000) $6 Shares 342 Est. Cost $22.02 Unrealized
MLM Martin Marietta Materials, Inc. 0.0%
Value ($000) $6 Shares 27 Est. Cost $206.40 Unrealized +2.8%
SDOG ALPS ETF TRUST SECTOR DIVIDEND DOGS 0.0%
Value ($000) $6 Shares 145 Est. Cost $34.48 Unrealized
Whiting Petroleum Corporation 0.0%
Value ($000) $5 Shares 855 Est. Cost $8.37 Unrealized
SSL Sasol Limited (ADR) (Based in South Africa) 0.0%
Value ($000) $5 Shares 185 Est. Cost $27.03 Unrealized
YUM Yum! Brands, Inc. 0.0%
Value ($000) $5 Shares 72 Est. Cost $56.10 Unrealized +6.3%
ADAMIS PHARMACEUTICALS CORP CO M 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.00 Unrealized
The Organics ETF 0.0%
Value ($000) $5 Shares 180 Est. Cost $27.78 Unrealized
TD Toronto Dominion Bank 0.0%
Value ($000) $5 Shares 102 Est. Cost $43.82 Unrealized +10.1%
Revance Therapeutics, Inc. 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.00 Unrealized
ONEOK Partners, L.P. 0.0%
Value ($000) $5 Shares 103 Est. Cost $48.54 Unrealized
CNP CenterPoint Energy Inc. 0.0%
Value ($000) $5 Shares 185 Est. Cost $15.05 Unrealized +42.8%
SWKS Skyworks Solutions Inc. 0.0%
Value ($000) $5 Shares 49 Est. Cost $85.04 Unrealized 0.0%
Randgold Resources Limited 0.0%
Value ($000) $5 Shares 53 Est. Cost $113.21 Unrealized
Blackstone Group L.P. 0.0%
Value ($000) $4 Shares 113 Est. Cost $37.84 Unrealized
BB&T (Bank) Corporation 0.0%
Value ($000) $4 Shares 91 Est. Cost $46.77 Unrealized
PSEC Prospect Capital Corporation 0.0%
Value ($000) $4 Shares 511 Est. Cost $2.30 Unrealized +31.1%
QCOM Qualcomm Inc. 0.0%
Value ($000) $4 Shares 64 Est. Cost $46.17 Unrealized -4.2%
ABBV AbbVie, Inc. 0.0%
Value ($000) $4 Shares 54 Est. Cost $46.36 Unrealized +1.3%
Highlands REIT Inc. NSA (Spin-off from Inventrust) 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $0.40 Unrealized
LNT Alliant Energy Corporation 0.0%
Value ($000) $3 Shares 70 Est. Cost $25.38 Unrealized +21.9%
ENZO BIOCHEM INC COM 0.0%
Value ($000) $3 Shares 250 Est. Cost $12.00 Unrealized
AK STL HLDG CORP COM 0.0%
Value ($000) $3 Shares 450 Est. Cost $6.67 Unrealized
Royal Dutch Shell plc (ADR) 0.0%
Value ($000) $3 Shares 52 Est. Cost $57.69 Unrealized
AMP Ameriprise Financial Inc. 0.0%
Value ($000) $3 Shares 23 Est. Cost $103.50 Unrealized +3.6%
Welbilt, Inc. 0.0%
Value ($000) $3 Shares 152 Est. Cost $19.78 Unrealized
Marathon Oil Corporation 0.0%
Value ($000) $3 Shares 272 Est. Cost $26.85 Unrealized
SIL Global X Silver Miners ETF 0.0%
Value ($000) $3 Shares 102 Est. Cost $44.50 Unrealized
Broadcom Limited 0.0%
Value ($000) $3 Shares 11 Est. Cost $181.82 Unrealized
Uniti Group Inc. Common Stock 0.0%
Value ($000) $3 Shares 129 Est. Cost $23.26 Unrealized
Kemet Corporation 0.0%
Value ($000) $3 Shares 220 Est. Cost $4.55 Unrealized
SLV iShares Silver Trust ETF 0.0%
Value ($000) $3 Shares 170 Est. Cost $16.74 Unrealized
SMH Market Vectors Semiconductor ETF 0.0%
Value ($000) $3 Shares 38 Est. Cost $78.95 Unrealized
Bemis Company Inc 0.0%
Value ($000) $3 Shares 61 Est. Cost $51.64 Unrealized
Just Energy Group Inc. 0.0%
Value ($000) $3 Shares 665 Est. Cost $5.00 Unrealized
JCI Johnson Controls Inc. 0.0%
Value ($000) $3 Shares 64 Est. Cost $33.23 Unrealized +3.3%
WYNN Wynn Resorts 0.0%
Value ($000) $3 Shares 25 Est. Cost $90.08 Unrealized +26.8%
FE FirstEnergy Corp. 0.0%
Value ($000) $3 Shares 92 Est. Cost $23.56 Unrealized -11.6%
Jason Industries, Inc. 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $3.53 Unrealized
Dynex Capital Inc. 0.0%
Value ($000) $3 Shares 384 Est. Cost $7.68 Unrealized
Chicago Bridge & Iron 0.0%
Value ($000) $3 Shares 162 Est. Cost $30.86 Unrealized
Varian Medical Systems, Inc. 0.0%
Value ($000) $3 Shares 31 Est. Cost $96.77 Unrealized
OSK Oshkosh Truck Corporation 0.0%
Value ($000) $3 Shares 37 Est. Cost $58.82 Unrealized 0.0%
PNNT PennantPark Investment Corporation 0.0%
Value ($000) $3 Shares 464 Est. Cost $2.44 Unrealized +13.0%
Halyard Health, Inc. (spinoff of Kimberly-Clark) 0.0%
Value ($000) $3 Shares 68 Est. Cost $48.07 Unrealized
Hydrogenics Corporation 0.0%
Value ($000) $3 Shares 268 Est. Cost $7.46 Unrealized
UAA Under Armour, Inc. Class A 0.0%
Value ($000) $3 Shares 158 Est. Cost $32.87 Unrealized -38.1%
Gas Natural Inc. 0.0%
Value ($000) $3 Shares 218 Est. Cost $9.93 Unrealized
Level 3 Communications Inc 0.0%
Value ($000) $3 Shares 53 Est. Cost $52.69 Unrealized
BMY Bristol-Myers Squibb Company 0.0%
Value ($000) $2 Shares 36 Est. Cost $46.68 Unrealized -14.5%
MVO MV Oil Trust 0.0%
Value ($000) $2 Shares 354 Est. Cost $14.89 Unrealized
AXSM AXSOME THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 300 Est. Cost $4.19 Unrealized 0.0%
SHOP Shopify Inc. 0.0%
Value ($000) $2 Shares 22 Est. Cost $5.76 Unrealized +46.9%
SJM Smucker J M Co New 0.0%
Value ($000) $2 Shares 14 Est. Cost $79.42 Unrealized +21.2%
JBLU Jetblue Awys Corp 0.0%
Value ($000) $2 Shares 67 Est. Cost $20.39 Unrealized +7.8%
iShares Gold Trust ETF 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
TMUS T-Mobile US Inc. 0.0%
Value ($000) $2 Shares 26 Est. Cost $57.08 Unrealized +10.3%
PureFunds ISE Cyber Security ETF 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
GW Pharmaceuticals plc ADR 0.0%
Value ($000) $2 Shares 19 Est. Cost $85.87 Unrealized
TSM Taiwan Semiconductor Manufacturing Co. Ltd. 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
TXN Texas Instruments Inc. 0.0%
Value ($000) $2 Shares 20 Est. Cost $60.64 Unrealized +4.1%
CFR Cullen/Frost Bankers, Inc. 0.0%
Value ($000) $2 Shares 21 Est. Cost $69.53 Unrealized +3.1%
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.41 Unrealized
Enerplus Corporation (Enerplus Resourse Fund) 0.0%
Value ($000) $2 Shares 302 Est. Cost $6.67 Unrealized
Credit Suisse High Yield Bond ETF 0.0%
Value ($000) $2 Shares 645 Est. Cost $3.43 Unrealized
GERN Geron Corp 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.66 Unrealized 0.0%
NOK Nokia Corporation (ADR) 0.0%
Value ($000) $1 Shares 115 Est. Cost $8.92 Unrealized
AVXL Anavex Life Sciences Corp. 0.0%
Value ($000) $1 Shares 250 Est. Cost $3.56 Unrealized +62.3%
Manitowoc Company, Inc. 0.0%
Value ($000) $1 Shares 101 Est. Cost $16.56 Unrealized
Fifth Street Finance Corporation 0.0%
Value ($000) $1 Shares 303 Est. Cost $7.48 Unrealized
CLX Clorox Company 0.0%
Value ($000) $1 Shares 5 Est. Cost $100.23 Unrealized +5.1%
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
DELL Technologies Inc. (from EMC) (VMware) 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
ORCL Oracle Corporation 0.0%
Value ($000) $1 Shares 16 Est. Cost $36.49 Unrealized +9.9%
WU Western Union Company 0.0%
Value ($000) $1 Shares 61 Est. Cost $16.39 Unrealized
VeReit, Inc. 0.0%
Value ($000) $1 Shares 108 Est. Cost $9.79 Unrealized
CX Cemex, S.A.B. de C.V. (ADR) 0.0%
Value ($000) $1 Shares 138 Est. Cost $8.01 Unrealized
FNMA Fannie Mae (OTC-BB) 0.0%
Value ($000) $1 Shares 442 Est. Cost $2.50 Unrealized +1.9%
CRRC Corporation LTD (OTC) 0.0%
Value ($000) $1 Shares 1,400 Est. Cost $0.71 Unrealized
ROYTL Pacific Coast Oil Trust 0.0%
Value ($000) $1 Shares 453 Est. Cost $4.65 Unrealized
DOGP Cannabis Sativa, Inc. 0.0%
Value ($000) $1 Shares 164 Est. Cost $5.37 Unrealized -3.7%
FMCC Freddie Mac (OTC-BB) 0.0%
Value ($000) $1 Shares 609 Est. Cost $2.41 Unrealized +1.3%
Arconic Inc. (Spinoff from Alcoa) 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
M Macy's Inc. 0.0%
Value ($000) $1 Shares 51 Est. Cost $65.11 Unrealized -60.6%
Walter Energy, Inc. 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
PJT PJT Partners Inc. (Spinoff) 0.0%
Value ($000) $0 Shares 2 Est. Cost $20.55 Unrealized +64.9%
Cleantech Solutions Internation 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 70 Est. Cost Unrealized
CLRN Clarent Corp. (Pink Sheet) 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.00 Unrealized -6.3%
GASFRAC Energy Services, Inc. 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
CGAU Centerra Gold Inc. (OTC) 0.0%
Value ($000) $0 Shares 19 Est. Cost $4.23 Unrealized +12.2%
Blucora, Inc. (technology) 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Golden Minerals Company 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
Avantair Inc 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
VC Visteon Corporation 0.0%
Value ($000) $0 Shares 2 Est. Cost $69.56 Unrealized +41.3%
GCPEF GCL-Poly Energy Holdings Ltd. (penny stock) 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $0.14 Unrealized -19.4%
SunPower Corporation (Solar) 0.0%
Value ($000) $0 Shares 45 Est. Cost Unrealized
SONIC CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
ETRADE Financial Corporation 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
VREX Varex Imaging Corp. (Spinoff from VAR) 0.0%
Value ($000) $0 Shares 12 Est. Cost $31.14 Unrealized +9.3%
AA Alcoa Inc. 0.0%
Value ($000) $0 Shares 11 Est. Cost $30.99 Unrealized 0.0%
LDK Solar Co Ltd. Common (Bankruptcy) 0.0%
Value ($000) $0 Shares 400 Est. Cost Unrealized
CIEN Ciena Corporation (Telecom Equip.) 0.0%
Value ($000) $0 Shares 2 Est. Cost $24.52 Unrealized -2.3%
Electronic Game Card Inc. 0.0%
Value ($000) $0 Shares 1,700 Est. Cost Unrealized
RMR RMR Group, Inc. Common Stock 0.0%
Value ($000) $0 Shares 3 Est. Cost $7.12 Unrealized +276.2%
MCHP Microchip Technology, Inc. 0.0%
Value ($000) $0 Shares 2 Est. Cost $33.53 Unrealized 0.0%
CONTAINER STORE GROUP INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
e.Digital Corporation 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
Windstream Corporation 0.0%
Value ($000) $0 Shares 108 Est. Cost $9.26 Unrealized
Breitburn Energy Partners LP 0.0%
Value ($000) $0 Shares 239 Est. Cost $4.63 Unrealized