Winch Advisory Services, LLC Diversified Active

CIK: 0001585822 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 13, 2017

Total Value ($000): $153,736 (100.0% shares, 0.0% debt)

Holdings (312)

AAPL APPLE INC COM 5.3%
Value ($000) $8,223 Shares 53,185 Est. Cost $29.60 Unrealized +22.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 5.2%
Value ($000) $8,050 Shares 62,150 Est. Cost $115.31 Unrealized
VTV VANGUARD CRSP US LARGE CAP VALUE IND ET 5.0%
Value ($000) $7,667 Shares 76,804 Est. Cost $94.36 Unrealized
VWO VANGUARD EMERGING MARKETS ETF 4.7%
Value ($000) $7,290 Shares 167,308 Est. Cost $39.99 Unrealized
VGK VANGUARD FTSE EUROPE ETF 4.2%
Value ($000) $6,421 Shares 110,090 Est. Cost $50.79 Unrealized
AMZN AMAZON.COM INC COM 4.0%
Value ($000) $6,155 Shares 6,364 Est. Cost $41.64 Unrealized +18.0%
XLF SELECT SECTOR SPDR TRUST FINANCIAL SELECT SECTOR FUND 3.3%
Value ($000) $5,030 Shares 194,459 Est. Cost $23.28 Unrealized
VOT VANGUARD CRSP US MID CAP GROWTH IND ETF 3.3%
Value ($000) $5,010 Shares 41,154 Est. Cost $105.89 Unrealized
T AT&T INC COM 3.2%
Value ($000) $4,855 Shares 124,069 Est. Cost $16.29 Unrealized -4.2%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 3.1%
Value ($000) $4,827 Shares 59,536 Est. Cost $70.35 Unrealized
XLI SELECT SECTOR SPDR TRUST INDUSTRIAL SELECT INDEX 3.1%
Value ($000) $4,693 Shares 66,104 Est. Cost $62.36 Unrealized
VHT VANGUARD HEALTH CARE INDEX 3.0%
Value ($000) $4,688 Shares 30,785 Est. Cost $127.65 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 3.0%
Value ($000) $4,676 Shares 14,039 Est. Cost $268.31 Unrealized
VZ VERIZON COMMUNICATIONS COM 3.0%
Value ($000) $4,558 Shares 92,099 Est. Cost $27.23 Unrealized +11.0%
META FACEBOOK INC COM 3.0%
Value ($000) $4,547 Shares 26,591 Est. Cost $116.72 Unrealized +42.0%
GOOG ALPHABET INC CLASS C 3.0%
Value ($000) $4,541 Shares 4,715 Est. Cost $37.27 Unrealized +24.0%
BSV VANGUARD SHORT TERM BOND FUND 2.6%
Value ($000) $4,012 Shares 50,258 Est. Cost $79.83 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 2.3%
Value ($000) $3,460 Shares 18,869 Est. Cost $176.72 Unrealized 0.0%
XLB SELECT SECTOR SPDR TRUST MATERIALS SELECT SEC INDEX 2.2%
Value ($000) $3,309 Shares 58,262 Est. Cost $49.89 Unrealized
AGNC AGNC INVESTMENT CORP COM 2.1%
Value ($000) $3,279 Shares 151,465 Est. Cost $19.91 Unrealized
VCIT VANGUARD INTERMEDIATE TERM CORP BOND ET 2.0%
Value ($000) $3,077 Shares 34,964 Est. Cost $89.42 Unrealized
JPM JP MORGAN CHASE & CO COM 2.0%
Value ($000) $3,041 Shares 31,812 Est. Cost $53.30 Unrealized +38.2%
EEM ISHARES MSCI EMERGING MKTS ETF 1.9%
Value ($000) $2,995 Shares 66,762 Est. Cost $44.18 Unrealized
BP BP PLC SPONS ADR 1.4%
Value ($000) $2,160 Shares 56,213 Est. Cost $36.10 Unrealized
MSFT MICROSOFT CORP COM 1.2%
Value ($000) $1,874 Shares 24,969 Est. Cost $52.71 Unrealized +26.5%
XOM EXXON MOBIL CORPORATION COM 1.2%
Value ($000) $1,860 Shares 22,693 Est. Cost $58.47 Unrealized -7.1%
CMI CUMMINS INC COM 1.2%
Value ($000) $1,823 Shares 10,852 Est. Cost $117.63 Unrealized +10.5%
NFLX NETFLIX.COM INC COM 1.0%
Value ($000) $1,562 Shares 8,597 Est. Cost $17.14 Unrealized +1.7%
JNJ JOHNSON & JOHNSON COM 0.9%
Value ($000) $1,436 Shares 11,047 Est. Cost $93.55 Unrealized +12.2%
PFE PFIZER INC COM 0.9%
Value ($000) $1,420 Shares 39,764 Est. Cost $21.61 Unrealized +2.9%
CVX CHEVRON CORP COM 0.9%
Value ($000) $1,401 Shares 11,923 Est. Cost $67.98 Unrealized +12.1%
WYNN WYNN RESORTS LTD COM 0.8%
Value ($000) $1,274 Shares 8,555 Est. Cost $124.12 Unrealized +0.1%
ROK ROCKWELL AUTOMATION INC COM 0.8%
Value ($000) $1,269 Shares 7,120 Est. Cost $106.40 Unrealized +33.9%
PRICELINE GROUP INC COM 0.8%
Value ($000) $1,252 Shares 684 Est. Cost $1537.80 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.8%
Value ($000) $1,237 Shares 16,027 Est. Cost $44.00 Unrealized +12.3%
XEL XCEL ENERGY INC COM 0.8%
Value ($000) $1,222 Shares 25,820 Est. Cost $35.57 Unrealized +4.2%
GLD SPDR GOLD TR GOLD SHS ETF 0.8%
Value ($000) $1,221 Shares 10,045 Est. Cost $125.57 Unrealized
SPY SPDR TR S&P 500 ETF TR 0.8%
Value ($000) $1,216 Shares 4,716 Est. Cost $222.66 Unrealized
CELGENE CORP COM 0.8%
Value ($000) $1,196 Shares 8,350 Est. Cost $143.23 Unrealized
SYK STRYKER CORP COM 0.7%
Value ($000) $1,139 Shares 8,019 Est. Cost $107.48 Unrealized +21.7%
EOG EOG RESOURCES INC COM 0.7%
Value ($000) $1,134 Shares 11,656 Est. Cost $68.15 Unrealized -1.0%
CSCO CISCO SYSTEMS INC COM 0.7%
Value ($000) $1,078 Shares 32,043 Est. Cost $23.21 Unrealized +6.5%
MMM 3M CO COM 0.6%
Value ($000) $992 Shares 4,728 Est. Cost $78.51 Unrealized +65.4%
EFG ISHARES MSCI EAFE GROWTH ETF 0.5%
Value ($000) $843 Shares 10,896 Est. Cost $77.37 Unrealized
V VISA INC CLASS A 0.4%
Value ($000) $661 Shares 6,254 Est. Cost $95.71 Unrealized 0.0%
WELBILT INC COM 0.4%
Value ($000) $656 Shares 28,460 Est. Cost $23.03 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $519 Shares 2,182 Est. Cost $188.06 Unrealized -0.0%
WEC WEC ENERGY GROUP INC COM 0.3%
Value ($000) $479 Shares 7,631 Est. Cost $46.06 Unrealized +6.0%
NOC NORTHROP GRUMMAN CORP COM 0.3%
Value ($000) $424 Shares 1,474 Est. Cost $181.69 Unrealized +29.3%
GOOGL ALPHABET INC CL A 0.3%
Value ($000) $404 Shares 415 Est. Cost $38.82 Unrealized +21.3%
HON HONEYWELL INTERNATIONAL INC COM 0.2%
Value ($000) $360 Shares 2,529 Est. Cost $88.66 Unrealized +17.7%
ROP ROPER TECHNOLOGIES INC COM 0.2%
Value ($000) $322 Shares 1,322 Est. Cost $191.82 Unrealized +16.6%
DOV DOVER CORP COM 0.2%
Value ($000) $299 Shares 3,272 Est. Cost $55.53 Unrealized +9.6%
COP CONOCOPHILLIPS CORP COM 0.2%
Value ($000) $276 Shares 5,512 Est. Cost $35.01 Unrealized -1.6%
SLB SCHLUMBERGER LTD COM 0.2%
Value ($000) $258 Shares 3,693 Est. Cost $62.32 Unrealized -16.8%
PG PROCTER GAMBLE CO COM 0.2%
Value ($000) $239 Shares 2,630 Est. Cost $65.72 Unrealized +11.1%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $235 Shares 1,499 Est. Cost $92.95 Unrealized +38.4%
HAL HALLIBURTON CO COM 0.2%
Value ($000) $232 Shares 5,030 Est. Cost $42.47 Unrealized -16.6%
NVDA NVIDIA CORP COM 0.1%
Value ($000) $188 Shares 949 Est. Cost $2.03 Unrealized +102.0%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $166 Shares 1,411 Est. Cost $85.66 Unrealized +6.2%
BABA ALIBABA GROUP HLDG LTD ADR 0.1%
Value ($000) $157 Shares 909 Est. Cost $126.69 Unrealized
WFC WELLS FARGO & CO COM 0.1%
Value ($000) $154 Shares 2,797 Est. Cost $38.19 Unrealized +10.3%
FIS FIDELITY NATIONAL INFO SVCS COM 0.1%
Value ($000) $140 Shares 1,500 Est. Cost $54.22 Unrealized +44.2%
TSLA TESLA INC COM 0.1%
Value ($000) $125 Shares 365 Est. Cost $21.57 Unrealized +7.0%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $123 Shares 836 Est. Cost $135.08 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $112 Shares 339 Est. Cost $301.35 Unrealized
IP INTERNATIONAL PAPER CO COM 0.1%
Value ($000) $100 Shares 1,816 Est. Cost $31.21 Unrealized +17.0%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $96 Shares 842 Est. Cost $114.30 Unrealized
FITB Fifth Third Bancorp 0.1%
Value ($000) $93 Shares 3,307 Est. Cost $14.86 Unrealized +30.9%
TWO HARBORS INVESTMENT CORP REIT 0.1%
Value ($000) $88 Shares 8,694 Est. Cost $10.12 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $87 Shares 1,249 Est. Cost $43.20 Unrealized +38.4%
BMO BANK MONTREAL QUE COM COM 0.1%
Value ($000) $82 Shares 1,088 Est. Cost $40.90 Unrealized +29.8%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $80 Shares 316 Est. Cost $207.08 Unrealized
KLAC KLA-TENCOR CORP COM 0.1%
Value ($000) $77 Shares 728 Est. Cost $52.00 Unrealized +60.9%
Activision Blizzard, Inc. 0.0%
Value ($000) $75 Shares 1,187 Est. Cost $35.79 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $75 Shares 1,534 Est. Cost $33.24 Unrealized +9.1%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $75 Shares 558 Est. Cost $92.54 Unrealized +3.8%
IYR iShares U.S. Real Estate ETF 0.0%
Value ($000) $71 Shares 867 Est. Cost $77.02 Unrealized
United States Oil Fund LP 0.0%
Value ($000) $69 Shares 6,018 Est. Cost $10.93 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $65 Shares 333 Est. Cost $115.84 Unrealized +45.8%
XLE SELECT SECTOR SPDR TRUST ENERGY SELECT INDEX 0.0%
Value ($000) $64 Shares 920 Est. Cost $71.78 Unrealized
ABERDEEN ASIA-PAC PRIME INC COM 0.0%
Value ($000) $64 Shares 12,320 Est. Cost $5.01 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $63 Shares 445 Est. Cost $106.00 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $62 Shares 799 Est. Cost $82.16 Unrealized
POWERSHARES QQQ 0.0%
Value ($000) $59 Shares 385 Est. Cost $132.25 Unrealized
C Citigroup Inc 0.0%
Value ($000) $58 Shares 799 Est. Cost $51.91 Unrealized 0.0%
BAC BANK OF AMERICA CORP COM 0.0%
Value ($000) $58 Shares 2,212 Est. Cost $19.34 Unrealized +3.2%
BA BOEING CO COM 0.0%
Value ($000) $57 Shares 224 Est. Cost $123.69 Unrealized +78.2%
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.0%
Value ($000) $56 Shares 699 Est. Cost $80.58 Unrealized
GLAXO SMITHKLINE PLC ADR 0.0%
Value ($000) $54 Shares 1,321 Est. Cost $45.31 Unrealized
LYB LyondellBasell Industries NV 0.0%
Value ($000) $52 Shares 498 Est. Cost $53.24 Unrealized +2.4%
WM WASTE MANAGEMENT INC COM 0.0%
Value ($000) $50 Shares 644 Est. Cost $45.95 Unrealized +42.8%
ASH ASHLAND GLOBAL HOLDINGS INC COM 0.0%
Value ($000) $46 Shares 707 Est. Cost $49.37 Unrealized +12.5%
MA Mastercard Incorporated Class A 0.0%
Value ($000) $46 Shares 308 Est. Cost $113.06 Unrealized +11.8%
NUVEEN QUALITY MUNICIPAL INCOME CE FD 0.0%
Value ($000) $46 Shares 3,207 Est. Cost $15.06 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $46 Shares 444 Est. Cost $30.17 Unrealized +36.2%
VVV VALVOLINE INC COM 0.0%
Value ($000) $45 Shares 1,935 Est. Cost $23.16 Unrealized -3.1%
PEP PEPSICO INC COM 0.0%
Value ($000) $45 Shares 406 Est. Cost $67.27 Unrealized +32.9%
BCML BAYCOM CORP COM 0.0%
Value ($000) $44 Shares 2,431 Est. Cost $15.58 Unrealized +1.9%
NKE NIKE INC CL B 0.0%
Value ($000) $43 Shares 766 Est. Cost $48.41 Unrealized +4.1%
POWERSHARES BUYBACK ACH 0.0%
Value ($000) $43 Shares 766 Est. Cost $45.94 Unrealized
SunTrust Banks Inc 0.0%
Value ($000) $43 Shares 762 Est. Cost $55.29 Unrealized
RAYTHEON CO COM 0.0%
Value ($000) $43 Shares 231 Est. Cost $120.20 Unrealized
LMT LOCKHEED MARTIN COM 0.0%
Value ($000) $42 Shares 135 Est. Cost $181.09 Unrealized +31.7%
MKL Markel Corporation 0.0%
Value ($000) $42 Shares 39 Est. Cost $970.65 Unrealized +6.5%
KO COCA COLA CO COM 0.0%
Value ($000) $39 Shares 862 Est. Cost $32.77 Unrealized +6.6%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $37 Shares 513 Est. Cost $53.68 Unrealized +10.3%
VANECK VECTORS OIL SERVICES ETF 0.0%
Value ($000) $36 Shares 1,364 Est. Cost $26.39 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVE ETF TRUST 0.0%
Value ($000) $36 Shares 161 Est. Cost $187.46 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $35 Shares 596 Est. Cost $55.65 Unrealized -20.7%
ABT ABBOTT LABS COM 0.0%
Value ($000) $34 Shares 630 Est. Cost $36.97 Unrealized +17.3%
DUK DUKE ENERGY HOLDINGS CORP COM 0.0%
Value ($000) $33 Shares 395 Est. Cost $57.78 Unrealized +5.3%
INVENTRUST PROPERTIES CORP NSA 0.0%
Value ($000) $33 Shares 10,000 Est. Cost $4.00 Unrealized
DIS WALT DISNEY CO COM 0.0%
Value ($000) $32 Shares 322 Est. Cost $80.58 Unrealized +20.3%
DOWDUPONT INC COM 0.0%
Value ($000) $31 Shares 447 Est. Cost $69.35 Unrealized
SNDR SCHNEIDER NATIONAL INC COM CL B 0.0%
Value ($000) $31 Shares 1,235 Est. Cost $19.77 Unrealized +12.4%
ITW ILLINOIS TOOL WORKS INC COM 0.0%
Value ($000) $31 Shares 208 Est. Cost $74.41 Unrealized +56.0%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $30 Shares 270 Est. Cost $110.89 Unrealized
F FORD MOTOR COM 0.0%
Value ($000) $29 Shares 2,446 Est. Cost $7.51 Unrealized -3.4%
SO SOUTHERN CO COM 0.0%
Value ($000) $28 Shares 567 Est. Cost $34.56 Unrealized -0.8%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $28 Shares 409 Est. Cost $59.43 Unrealized
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $26 Shares 390 Est. Cost $9.93 Unrealized +111.0%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $24 Shares 985 Est. Cost $30.04 Unrealized
UNITED STATES NAT GAS FUND ETF 0.0%
Value ($000) $24 Shares 3,580 Est. Cost $8.64 Unrealized
VOD VODAFONE GROUP PLC ADR 0.0%
Value ($000) $24 Shares 831 Est. Cost $36.06 Unrealized
SNAP SNAP INC COM CL A 0.0%
Value ($000) $23 Shares 1,555 Est. Cost $21.15 Unrealized -31.6%
QUAD QUAD/GRAPHICS INC CLASS A COM 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $20.68 Unrealized 0.0%
ANNALY CAPITAL MANAGEMENT INC COM 0.0%
Value ($000) $23 Shares 1,894 Est. Cost $10.21 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $23 Shares 600 Est. Cost $27.87 Unrealized +6.2%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $22 Shares 1,154 Est. Cost $18.25 Unrealized -3.3%
ILMN Illumina, Inc. 0.0%
Value ($000) $21 Shares 100 Est. Cost $173.03 Unrealized +7.6%
MDT MEDTRONIC PLC COM 0.0%
Value ($000) $20 Shares 256 Est. Cost $68.78 Unrealized -2.7%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $19 Shares 355 Est. Cost $45.93 Unrealized +0.6%
UNITED STATES STEEL CORP COM 0.0%
Value ($000) $19 Shares 732 Est. Cost $33.06 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $19 Shares 275 Est. Cost $53.77 Unrealized +0.3%
CHOICE BANCORP INC COM 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $14.00 Unrealized
PFG PRINCIPAL FINANCIAL GROUP COM 0.0%
Value ($000) $19 Shares 295 Est. Cost $33.85 Unrealized +37.8%
AFL AFLAC INC CM 0.0%
Value ($000) $18 Shares 216 Est. Cost $23.60 Unrealized +40.3%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $18 Shares 155 Est. Cost $104.38 Unrealized +3.3%
HEARTLAND FINANCIAL USA INC COM 0.0%
Value ($000) $18 Shares 364 Est. Cost $36.11 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $18 Shares 886 Est. Cost $10.58 Unrealized +36.4%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $17 Shares 81 Est. Cost $111.57 Unrealized +49.2%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $16 Shares 193 Est. Cost $54.69 Unrealized +2.3%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $16 Shares 80 Est. Cost $134.94 Unrealized +28.7%
FNV FRANCO NEVADA CORP COM 0.0%
Value ($000) $16 Shares 205 Est. Cost $48.36 Unrealized +46.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $16 Shares 277 Est. Cost $35.42 Unrealized +16.7%
NG NOVAGOLD RESOURCES INC COM 0.0%
Value ($000) $15 Shares 3,740 Est. Cost $3.80 Unrealized +13.9%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $14 Shares 66 Est. Cost $151.11 Unrealized -2.9%
FMC F M C CORP COM 0.0%
Value ($000) $14 Shares 160 Est. Cost $36.75 Unrealized +58.5%
SILVER BULLION TRUST COM 0.0%
Value ($000) $14 Shares 1,450 Est. Cost $10.34 Unrealized
LLY ELI LILLY & CO COM 0.0%
Value ($000) $14 Shares 165 Est. Cost $60.40 Unrealized +19.4%
ASB ASSOCIATED BANC CORP COM 0.0%
Value ($000) $14 Shares 582 Est. Cost $12.61 Unrealized +35.7%
IPGP IPG PHOTONICS CORP COM 0.0%
Value ($000) $14 Shares 75 Est. Cost $134.25 Unrealized +23.7%
PRU PRUDENTIAL FINANCIAL INC COM 0.0%
Value ($000) $13 Shares 119 Est. Cost $54.44 Unrealized +32.4%
ADAMIS PHARMACEUTICALS CORP COM 0.0%
Value ($000) $13 Shares 2,500 Est. Cost $5.12 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $12 Shares 218 Est. Cost $29.54 Unrealized +41.6%
EXEL EXELIXIS INC COM 0.0%
Value ($000) $12 Shares 500 Est. Cost $21.16 Unrealized +25.8%
DCO DUCOMMUN INC DEL COM 0.0%
Value ($000) $12 Shares 386 Est. Cost $31.07 Unrealized -4.2%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $12 Shares 249 Est. Cost $60.44 Unrealized -19.5%
NVCR NOVOCURE LTD ORD 0.0%
Value ($000) $12 Shares 600 Est. Cost $19.65 Unrealized 0.0%
PLXS PLEXUS CORP COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $53.00 Unrealized -0.7%
MSI MOTOROLA INC COM 0.0%
Value ($000) $11 Shares 129 Est. Cost $57.69 Unrealized +34.5%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $11 Shares 345 Est. Cost $23.68 Unrealized +29.4%
DE DEERE & CO COM 0.0%
Value ($000) $11 Shares 87 Est. Cost $73.53 Unrealized +47.6%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $11 Shares 254 Est. Cost $24.73 Unrealized -1.6%
XLY SELECT SECTOR SPDR TRUST CONSUMER DIS SELECT INDEX 0.0%
Value ($000) $11 Shares 128 Est. Cost $81.30 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $11 Shares 172 Est. Cost $66.48 Unrealized -13.2%
MET METLIFE INC COM 0.0%
Value ($000) $11 Shares 218 Est. Cost $33.69 Unrealized +8.7%
IRM IRON MOUNTAIN INC COM 0.0%
Value ($000) $11 Shares 294 Est. Cost $21.58 Unrealized +8.5%
HMC HONDA MOTOR LTD ADR NEW 0.0%
Value ($000) $10 Shares 349 Est. Cost $28.88 Unrealized
BCE BCE INC COM 0.0%
Value ($000) $10 Shares 223 Est. Cost $26.61 Unrealized +5.1%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $10 Shares 152 Est. Cost $12.32 Unrealized -19.1%
ALLERGAN PLC COM 0.0%
Value ($000) $10 Shares 47 Est. Cost $234.04 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $9 Shares 144 Est. Cost $46.00 Unrealized +2.4%
HD HOME DEPOT INC COM 0.0%
Value ($000) $9 Shares 53 Est. Cost $125.16 Unrealized 0.0%
BANK OF AMERICA CORP PFD 0.0%
Value ($000) $9 Shares 332 Est. Cost $24.77 Unrealized
MRK MERCK & CO INC. COM 0.0%
Value ($000) $9 Shares 146 Est. Cost $40.24 Unrealized +16.0%
NEENAH PAPER INC COM 0.0%
Value ($000) $8 Shares 90 Est. Cost $59.46 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $8 Shares 176 Est. Cost $47.52 Unrealized
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value ($000) $8 Shares 146 Est. Cost $38.99 Unrealized +29.8%
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $8 Shares 91 Est. Cost $59.48 Unrealized +45.6%
DYNAVAX TECHNOLOGIES COM 0.0%
Value ($000) $8 Shares 350 Est. Cost $22.86 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.0%
Value ($000) $8 Shares 33 Est. Cost $242.42 Unrealized
WHITING PETROLEUM CORP COM 0.0%
Value ($000) $8 Shares 1,447 Est. Cost $5.53 Unrealized
GOVERNMENT PROPERTIES INCM TR COM 0.0%
Value ($000) $8 Shares 442 Est. Cost $21.14 Unrealized
KMI KINDER MORGAN INC COM 0.0%
Value ($000) $7 Shares 343 Est. Cost $15.91 Unrealized -22.7%
CHGG CHEGG INC COM 0.0%
Value ($000) $7 Shares 500 Est. Cost $5.07 Unrealized +180.7%
CHKP CHECK POINT SOFTWARE TECH COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $83.69 Unrealized +31.3%
UA UNDER ARMOUR INC COM CL C 0.0%
Value ($000) $7 Shares 440 Est. Cost $20.90 Unrealized -19.5%
DNP SELECT INCOME FUND INC CLOSED END FUND 0.0%
Value ($000) $7 Shares 602 Est. Cost $10.53 Unrealized
ANADARKO PETROL CORP COM 0.0%
Value ($000) $7 Shares 145 Est. Cost $60.02 Unrealized
CYBERARK SOFTWARE LTD ORD 0.0%
Value ($000) $7 Shares 170 Est. Cost $41.18 Unrealized
LNG CHENIERE ENERGY INC COM 0.0%
Value ($000) $6 Shares 135 Est. Cost $35.16 Unrealized +25.7%
WMT WAL-MART STORES COM 0.0%
Value ($000) $6 Shares 72 Est. Cost $22.90 Unrealized 0.0%
VBK VANGUARD CRSP US SM CAP GROWTH IND ETF 0.0%
Value ($000) $6 Shares 36 Est. Cost $133.45 Unrealized
TRANSCANADA CORP COM 0.0%
Value ($000) $6 Shares 115 Est. Cost $45.83 Unrealized
SDOG ALPS ETF TRUST SECTOR DIVIDEND DOGS 0.0%
Value ($000) $6 Shares 145 Est. Cost $34.48 Unrealized
REVANCE THERAPEUTICS INC COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $20.00 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $6 Shares 27 Est. Cost $206.40 Unrealized -3.8%
HANESBRAND INC COM 0.0%
Value ($000) $6 Shares 250 Est. Cost $20.41 Unrealized
OKE ONEOK INC CM (NEW) 0.0%
Value ($000) $6 Shares 102 Est. Cost $32.05 Unrealized 0.0%
PNNT PENNANT INVESTMENT CORP COM 0.0%
Value ($000) $6 Shares 775 Est. Cost $2.56 Unrealized +7.3%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $5 Shares 77 Est. Cost $36.09 Unrealized 0.0%
PTEN PATTERSON-UTI ENERGY INC COM 0.0%
Value ($000) $5 Shares 226 Est. Cost $22.71 Unrealized -18.9%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $5 Shares 187 Est. Cost $15.12 Unrealized +47.6%
JANUS THE ORGANICS 0.0%
Value ($000) $5 Shares 180 Est. Cost $27.78 Unrealized
SSL SASOL LTD LIMITED SPNSRD ADR 0.0%
Value ($000) $5 Shares 185 Est. Cost $27.03 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $5 Shares 67 Est. Cost $74.63 Unrealized
RANDGOLD RESOURCES LTD ADR 0.0%
Value ($000) $5 Shares 53 Est. Cost $113.21 Unrealized
RPD RAPID7 INC COM 0.0%
Value ($000) $5 Shares 297 Est. Cost $16.60 Unrealized 0.0%
ABBV ABBVIE INC COM 0.0%
Value ($000) $5 Shares 54 Est. Cost $46.36 Unrealized +15.7%
QUINTILES IMS HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 55 Est. Cost $90.91 Unrealized
XLU SELECT SECTOR SPDR TRUST UTILITIES SELECT INDEX 0.0%
Value ($000) $5 Shares 93 Est. Cost $53.76 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $5 Shares 95 Est. Cost $55.58 Unrealized
IBM INTL BUSINESS MACHINES COM 0.0%
Value ($000) $5 Shares 34 Est. Cost $96.87 Unrealized 0.0%
JUST ENERGY GROUP INC ORD 0.0%
Value ($000) $5 Shares 865 Est. Cost $5.18 Unrealized
KEMET CORP COM 0.0%
Value ($000) $5 Shares 220 Est. Cost $4.55 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $4 Shares 297 Est. Cost $8.43 Unrealized +7.8%
MARATHON OIL CORP COM 0.0%
Value ($000) $4 Shares 273 Est. Cost $26.85 Unrealized
THE BLACKSTONE GROUP LP COM 0.0%
Value ($000) $4 Shares 113 Est. Cost $37.84 Unrealized
DYNEX CAPITAL INC COM 0.0%
Value ($000) $4 Shares 495 Est. Cost $7.77 Unrealized
VMWARE INC COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $111.11 Unrealized
FDN FIRST TRUST DJ INTERNET 0.0%
Value ($000) $4 Shares 35 Est. Cost $88.19 Unrealized
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.0%
Value ($000) $4 Shares 38 Est. Cost $78.95 Unrealized
HIGHLANDS REIT INC NSA 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $0.40 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $3 Shares 102 Est. Cost $44.50 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $3 Shares 170 Est. Cost $16.74 Unrealized
YUM YUM! BRANDS INC COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $56.10 Unrealized +15.4%
ENERPLUS CORP COM 0.0%
Value ($000) $3 Shares 303 Est. Cost $6.67 Unrealized
AMP AMERIPRISE FINL ICN COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $103.50 Unrealized +14.6%
SHOP SHOPIFY INC COM CL A 0.0%
Value ($000) $3 Shares 22 Est. Cost $5.76 Unrealized +77.3%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $3 Shares 93 Est. Cost $23.55 Unrealized -5.1%
UAA UNDER ARMOUR INC COM CLASS A 0.0%
Value ($000) $3 Shares 158 Est. Cost $32.87 Unrealized -44.2%
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 70 Est. Cost $25.38 Unrealized +26.2%
LEVEL 3 COMMUNICATIONS INC COM 0.0%
Value ($000) $3 Shares 53 Est. Cost $52.69 Unrealized
ROYAL DUTCH SHELL PLC ADR CLASS A 0.0%
Value ($000) $3 Shares 52 Est. Cost $57.69 Unrealized
VEU VANGUARD INTL EQUITY INDEX 0.0%
Value ($000) $3 Shares 57 Est. Cost $52.63 Unrealized
JCI JOHNSON CONTROLS INTL PLC COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $33.23 Unrealized +0.5%
HALYARD HEALTH INC COM 0.0%
Value ($000) $3 Shares 67 Est. Cost $48.07 Unrealized
OSK OSHKOSH CORPORATION COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $58.82 Unrealized +9.3%
BEMIS INC COM 0.0%
Value ($000) $3 Shares 62 Est. Cost $51.59 Unrealized
PSEC PROSPECT CAPITAL CORPORATION COM 0.0%
Value ($000) $3 Shares 516 Est. Cost $2.30 Unrealized +18.0%
PANW PALO ALTO NETWORKS COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $22.77 Unrealized 0.0%
CARA THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
BROADCOM LIMITED COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $181.82 Unrealized
CFR CULLEN FROST BANKERS COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $69.53 Unrealized +1.7%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $57.14 Unrealized +7.2%
NOVAVAX INC COM 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $1.00 Unrealized
BMY BRISTOL-MYERS SQUIBB CM 0.0%
Value ($000) $2 Shares 36 Est. Cost $46.68 Unrealized -7.6%
MVO MV OIL TRUST COM 0.0%
Value ($000) $2 Shares 368 Est. Cost $14.53 Unrealized
FIFTH STREET FINANCIAL CORP COM 0.0%
Value ($000) $2 Shares 403 Est. Cost $6.86 Unrealized
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $2 Shares 51 Est. Cost $39.98 Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $2 Shares 129 Est. Cost $23.26 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.41 Unrealized
MATV SCHWEITZER-MAUDUIT COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $25.71 Unrealized 0.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $57.08 Unrealized +6.1%
CREDIT SUISSE HIGH YIELD BD COM 0.0%
Value ($000) $2 Shares 850 Est. Cost $3.17 Unrealized
FMCC FREDDIE MAC COM 0.0%
Value ($000) $2 Shares 609 Est. Cost $2.41 Unrealized +4.8%
VEREIT INC COM REIT 0.0%
Value ($000) $2 Shares 208 Est. Cost $9.71 Unrealized
SPDR SPDR S&P OIL & GAS EXPL & PROD 0.0%
Value ($000) $2 Shares 67 Est. Cost $37.49 Unrealized
ETF MANAGERS TR PRIME CYBER SCRTY ETF 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
HYDROGENICS CORP COM 0.0%
Value ($000) $2 Shares 268 Est. Cost $7.46 Unrealized
GW PHARMACEUTICALS PLC ADR 0.0%
Value ($000) $2 Shares 19 Est. Cost $85.87 Unrealized
ISHARES GOLD TRUST COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
JBLU JETBLUE AIRWAYS CORP COM 0.0%
Value ($000) $1 Shares 67 Est. Cost $20.39 Unrealized +2.8%
CX CEMEX S.A.B. DE C.V. SPONS ADR PART CER 0.0%
Value ($000) $1 Shares 138 Est. Cost $8.01 Unrealized
MANITOWOC INC COM 0.0%
Value ($000) $1 Shares 101 Est. Cost $16.56 Unrealized
NABORS INDUSTRIES LTD NEW ORD 0.0%
Value ($000) $1 Shares 117 Est. Cost $13.60 Unrealized
NOK NOKIA CORP ADR 0.0%
Value ($000) $1 Shares 115 Est. Cost $8.92 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $36.49 Unrealized +20.4%
BCRX BIOCRYST PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.12 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $59.99 Unrealized 0.0%
BIP BROOKFIELD INFR PART LP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
CLX CLOROX COMPANY COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $100.23 Unrealized +5.3%
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 52 Est. Cost $64.28 Unrealized -65.8%
AA ALCOA CORPORATION COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $30.99 Unrealized +23.3%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $85.04 Unrealized +1.5%
FNMA FANNIE MAE COM 0.0%
Value ($000) $1 Shares 442 Est. Cost $2.50 Unrealized +5.9%
ARCONIC INC COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
GCPEF GCL-POLY ENERGY HOLDINGS LTD COM 0.0%
Value ($000) $1 Shares 4,000 Est. Cost $0.14 Unrealized -18.2%
ROYTL PACIFIC COAST OIL TRUST UNIT 0.0%
Value ($000) $1 Shares 461 Est. Cost $4.61 Unrealized
KWEB KRANESHARES TRUST CSI CHINA INTERNET ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $47.89 Unrealized
ROBO ETF CONCEPTS TRUST ROBO GLBL ROBOTICS & AUTOMATIN 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
WU WESTERN UNION COM 0.0%
Value ($000) $1 Shares 61 Est. Cost $16.39 Unrealized
SNSR GLOBAL X INTERNET OF THINGS ETF 0.0%
Value ($000) $1 Shares 51 Est. Cost $18.66 Unrealized
SJM SMUCKER J M CO COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $79.42 Unrealized +10.2%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $46.17 Unrealized -8.4%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $1 Shares 70 Est. Cost Unrealized
AVANTAIR INC COM 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
SUNPOWER CORPORATIONS COM 0.0%
Value ($000) $0 Shares 45 Est. Cost Unrealized
WALTER ENERGY INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
E DIGITAL CORP COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
SONIC CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $33.53 Unrealized +7.1%
CONTAINER STORE GROUP INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $65.65 Unrealized 0.0%
ELECTRONIC GAME CARD INC COM 0.0%
Value ($000) $0 Shares 1,700 Est. Cost Unrealized
LDK SOLAR CO LTD COM 0.0%
Value ($000) $0 Shares 400 Est. Cost Unrealized
VC VISTEON CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $69.56 Unrealized +62.1%
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $31.14 Unrealized +0.4%
E-TRADE FINANCIAL CORP NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
BREITBURN ENERGY PARTNERS LP COM 0.0%
Value ($000) $0 Shares 239 Est. Cost $4.63 Unrealized
CIEN CIENA CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $24.52 Unrealized -2.4%
DOGP CANNABIS SATIVA INC COM 0.0%
Value ($000) $0 Shares 164 Est. Cost $5.37 Unrealized -33.0%
CGAU CENTERRA GOLD INC COM 0.0%
Value ($000) $0 Shares 19 Est. Cost $4.23 Unrealized +20.6%
GOLDEN MINERALS CO COM 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
BLUCORA INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
CLEANTECH SOLUTIONS INTL INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
CLRN CLARENT CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.00 Unrealized -34.9%
GASFRAC ENERGY SERVICES COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized