W.G. Shaheen & Associates DBA Whitney & Co Diversified Active

CIK: 0001577001 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 14, 2018

Total Value ($000): $374,433 (100.0% shares, 0.0% debt)

Holdings (324)

AAPL APPLE INC 5.4%
Value ($000) $20,062 Shares 108,379 Est. Cost $20.79 Unrealized +105.6%
AETNA INC NEW 3.2%
Value ($000) $11,797 Shares 64,287 Est. Cost $129.92 Unrealized
IGSB ISHARES TR 3.1%
Value ($000) $11,608 Shares 111,941 Est. Cost $104.00 Unrealized
ABBV ABBVIE INC 2.7%
Value ($000) $10,035 Shares 108,311 Est. Cost $43.53 Unrealized +62.0%
MSFT MICROSOFT CORP 2.6%
Value ($000) $9,816 Shares 99,541 Est. Cost $38.91 Unrealized +130.7%
META FACEBOOK INC 2.4%
Value ($000) $9,031 Shares 46,475 Est. Cost $144.87 Unrealized +23.9%
INTC INTEL CORP 2.3%
Value ($000) $8,723 Shares 175,474 Est. Cost $27.67 Unrealized +62.8%
NTR NUTRIEN LTD 2.2%
Value ($000) $8,323 Shares 153,050 Est. Cost $38.37 Unrealized -0.1%
PAYX PAYCHEX INC 2.2%
Value ($000) $8,167 Shares 119,494 Est. Cost $26.96 Unrealized +91.2%
BA BOEING CO 2.1%
Value ($000) $7,969 Shares 23,751 Est. Cost $93.82 Unrealized +252.1%
EXPRESS SCRIPTS HLDG CO 2.0%
Value ($000) $7,638 Shares 98,929 Est. Cost $70.33 Unrealized
GOOGL ALPHABET INC 2.0%
Value ($000) $7,618 Shares 6,746 Est. Cost $41.73 Unrealized +29.4%
STZ CONSTELLATION BRANDS INC 2.0%
Value ($000) $7,543 Shares 34,465 Est. Cost $140.90 Unrealized +41.7%
DISCOVERY INC 1.9%
Value ($000) $7,262 Shares 264,062 Est. Cost $21.89 Unrealized
UNITED TECHNOLOGIES CORP 1.9%
Value ($000) $7,061 Shares 56,477 Est. Cost $101.31 Unrealized
CSCO CISCO SYS INC 1.9%
Value ($000) $6,931 Shares 161,075 Est. Cost $25.74 Unrealized +35.0%
CMCSA COMCAST CORP NEW 1.7%
Value ($000) $6,418 Shares 195,599 Est. Cost $29.73 Unrealized -9.7%
PYPL PAYPAL HLDGS INC 1.7%
Value ($000) $6,198 Shares 74,436 Est. Cost $41.83 Unrealized +90.1%
LOW LOWES COS INC 1.6%
Value ($000) $6,154 Shares 64,393 Est. Cost $70.06 Unrealized +12.3%
CVX CHEVRON CORP NEW 1.6%
Value ($000) $6,153 Shares 48,667 Est. Cost $79.16 Unrealized +12.6%
PSX PHILLIPS 66 1.6%
Value ($000) $6,033 Shares 53,717 Est. Cost $46.91 Unrealized +77.2%
AGG ISHARES TR 1.6%
Value ($000) $5,989 Shares 56,333 Est. Cost $108.28 Unrealized
NSC NORFOLK SOUTHERN CORP 1.6%
Value ($000) $5,966 Shares 39,544 Est. Cost $66.07 Unrealized +89.6%
DOWDUPONT INC 1.6%
Value ($000) $5,911 Shares 89,668 Est. Cost $70.92 Unrealized
DY DYCOM INDS INC 1.5%
Value ($000) $5,693 Shares 60,233 Est. Cost $85.58 Unrealized +19.6%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $5,607 Shares 53,810 Est. Cost $73.30 Unrealized +21.4%
E TRADE FINANCIAL CORP 1.4%
Value ($000) $5,339 Shares 87,292 Est. Cost $59.50 Unrealized
STERICYCLE INC 1.4%
Value ($000) $5,246 Shares 80,352 Est. Cost $67.54 Unrealized
MRK MERCK & CO INC 1.4%
Value ($000) $5,209 Shares 85,810 Est. Cost $46.00 Unrealized -3.2%
LUV SOUTHWEST AIRLS CO 1.4%
Value ($000) $5,160 Shares 101,421 Est. Cost $51.27 Unrealized -6.8%
PNC PNC FINL SVCS GROUP INC 1.3%
Value ($000) $4,876 Shares 36,091 Est. Cost $53.48 Unrealized +108.7%
SCHW SCHWAB CHARLES CORP NEW 1.3%
Value ($000) $4,839 Shares 94,704 Est. Cost $48.94 Unrealized +1.8%
SLB SCHLUMBERGER LTD 1.3%
Value ($000) $4,833 Shares 72,104 Est. Cost $61.44 Unrealized -10.4%
DKS DICKS SPORTING GOODS INC 1.3%
Value ($000) $4,809 Shares 136,424 Est. Cost $30.04 Unrealized -10.5%
GOOG ALPHABET INC 1.2%
Value ($000) $4,649 Shares 4,167 Est. Cost $44.61 Unrealized +20.2%
MDLZ MONDELEZ INTL INC 1.2%
Value ($000) $4,594 Shares 112,038 Est. Cost $30.40 Unrealized +9.7%
LIBERTY MEDIA CORP DELAWARE 1.2%
Value ($000) $4,581 Shares 101,694 Est. Cost $44.97 Unrealized
AMGN AMGEN INC 1.2%
Value ($000) $4,558 Shares 24,692 Est. Cost $100.26 Unrealized +39.9%
TMP TOMPKINS FINANCIAL CORPORATI 1.1%
Value ($000) $4,156 Shares 48,394 Est. Cost $29.89 Unrealized +111.9%
QCOM QUALCOMM INC 1.1%
Value ($000) $4,055 Shares 72,250 Est. Cost $46.85 Unrealized -2.0%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $4,002 Shares 19,152 Est. Cost $145.09 Unrealized +22.5%
WFC WELLS FARGO CO NEW 1.0%
Value ($000) $3,830 Shares 69,091 Est. Cost $34.23 Unrealized +26.6%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $3,721 Shares 47,668 Est. Cost $59.92 Unrealized +3.1%
SUNTRUST BKS INC 1.0%
Value ($000) $3,660 Shares 55,445 Est. Cost $39.32 Unrealized
COP CONOCOPHILLIPS 1.0%
Value ($000) $3,616 Shares 51,944 Est. Cost $40.63 Unrealized +27.5%
AMT AMERICAN TOWER CORP NEW 1.0%
Value ($000) $3,607 Shares 25,016 Est. Cost $114.76 Unrealized -0.8%
RYAAY RYANAIR HLDGS PLC 1.0%
Value ($000) $3,579 Shares 31,329 Est. Cost $104.77 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $3,562 Shares 70,802 Est. Cost $31.43 Unrealized +2.5%
HAL HALLIBURTON CO 0.9%
Value ($000) $3,521 Shares 78,143 Est. Cost $37.62 Unrealized +13.3%
WRB W R BERKLEY CORPORATION 0.9%
Value ($000) $3,407 Shares 47,050 Est. Cost $17.48 Unrealized +6.8%
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $3,382 Shares 47,745 Est. Cost $59.66 Unrealized -11.6%
VMC VULCAN MATLS CO 0.9%
Value ($000) $3,307 Shares 25,625 Est. Cost $113.72 Unrealized +1.4%
EMN EASTMAN CHEM CO 0.8%
Value ($000) $3,142 Shares 31,435 Est. Cost $58.54 Unrealized +38.1%
ITOT ISHARES TR 0.8%
Value ($000) $3,124 Shares 49,964 Est. Cost $57.85 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $2,964 Shares 24,427 Est. Cost $61.77 Unrealized +63.0%
NEAR ISHARES US ETF TR 0.7%
Value ($000) $2,741 Shares 54,628 Est. Cost $50.18 Unrealized
AEP AMERICAN ELEC PWR INC 0.7%
Value ($000) $2,444 Shares 35,296 Est. Cost $33.59 Unrealized +53.3%
IUSB ISHARES TR 0.6%
Value ($000) $2,294 Shares 46,483 Est. Cost $49.35 Unrealized
TIP ISHARES TR 0.4%
Value ($000) $1,658 Shares 14,688 Est. Cost $113.12 Unrealized
HSBC HLDGS PLC 0.4%
Value ($000) $1,591 Shares 59,865 Est. Cost $26.38 Unrealized
TJX TJX COS INC NEW 0.4%
Value ($000) $1,413 Shares 14,849 Est. Cost $33.56 Unrealized +17.9%
SYK STRYKER CORP 0.4%
Value ($000) $1,341 Shares 7,939 Est. Cost $59.11 Unrealized +161.9%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,281 Shares 8,173 Est. Cost $71.83 Unrealized +88.7%
ELV ANTHEM INC 0.3%
Value ($000) $1,154 Shares 4,850 Est. Cost $105.54 Unrealized +98.4%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $1,149 Shares 41,535 Est. Cost $49.96 Unrealized
HARRIS CORP DEL 0.3%
Value ($000) $1,006 Shares 6,958 Est. Cost $97.38 Unrealized
MMM 3M CO 0.3%
Value ($000) $990 Shares 5,035 Est. Cost $113.65 Unrealized +14.5%
PFF ISHARES TR 0.3%
Value ($000) $938 Shares 24,884 Est. Cost $37.65 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $934 Shares 11,287 Est. Cost $56.04 Unrealized +0.2%
BAC BANK AMER CORP 0.2%
Value ($000) $912 Shares 32,358 Est. Cost $15.61 Unrealized +59.2%
SYY SYSCO CORP 0.2%
Value ($000) $908 Shares 13,300 Est. Cost $24.40 Unrealized +114.2%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $826 Shares 5,916 Est. Cost $112.61 Unrealized -11.2%
EMB ISHARES TR 0.2%
Value ($000) $755 Shares 7,070 Est. Cost $106.84 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $720 Shares 4,195 Est. Cost $171.63 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $716 Shares 421 Est. Cost $43.32 Unrealized +83.2%
ANDEAVOR LOGISTICS LP 0.2%
Value ($000) $697 Shares 16,395 Est. Cost $46.19 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $687 Shares 15,584 Est. Cost $36.67 Unrealized +12.3%
T AT&T INC 0.2%
Value ($000) $676 Shares 21,061 Est. Cost $16.72 Unrealized -13.1%
IEFA ISHARES TR 0.2%
Value ($000) $634 Shares 10,003 Est. Cost $65.52 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $632 Shares 14,420 Est. Cost $27.38 Unrealized +24.2%
SR SPIRE INC 0.2%
Value ($000) $562 Shares 7,950 Est. Cost $67.50 Unrealized
PUTMAN HIGH INCOME SEC FUND 0.1%
Value ($000) $536 Shares 57,440 Est. Cost $8.79 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $525 Shares 1,340 Est. Cost $14.03 Unrealized +143.0%
WMT WALMART INC 0.1%
Value ($000) $522 Shares 6,100 Est. Cost $19.99 Unrealized +26.3%
TIER REIT INC 0.1%
Value ($000) $476 Shares 20,000 Est. Cost $17.35 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $425 Shares 5,225 Est. Cost $73.53 Unrealized -1.2%
SWX SOUTHWEST GAS HOLDINGS INC 0.1%
Value ($000) $374 Shares 4,900 Est. Cost $53.44 Unrealized +36.6%
O REALTY INCOME CORP 0.1%
Value ($000) $355 Shares 6,600 Est. Cost $39.41 Unrealized -10.8%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $335 Shares 7,928 Est. Cost $42.80 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $323 Shares 6,150 Est. Cost $28.34 Unrealized +86.2%
BLACKROCK MUNIYIELD NY QLTY 0.1%
Value ($000) $318 Shares 26,500 Est. Cost $12.83 Unrealized
IXUS ISHARES TR 0.1%
Value ($000) $311 Shares 5,180 Est. Cost $63.13 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $310 Shares 2,852 Est. Cost $57.58 Unrealized +41.9%
MTB M & T BK CORP 0.1%
Value ($000) $306 Shares 1,800 Est. Cost $124.95 Unrealized +13.3%
BAX BAXTER INTL INC 0.1%
Value ($000) $299 Shares 4,050 Est. Cost $31.99 Unrealized +92.3%
IEMG ISHARES INC 0.1%
Value ($000) $288 Shares 5,482 Est. Cost $57.10 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $275 Shares 11,180 Est. Cost $25.04 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $251 Shares 2,115 Est. Cost $118.60 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $237 Shares 7,850 Est. Cost $30.19 Unrealized
FISI FINANCIAL INSTNS INC 0.1%
Value ($000) $233 Shares 7,090 Est. Cost $22.52 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $225 Shares 2,145 Est. Cost $97.30 Unrealized -0.1%
IDXX IDEXX LABS INC 0.1%
Value ($000) $218 Shares 1,000 Est. Cost $184.56 Unrealized +11.6%
VMWARE INC 0.1%
Value ($000) $202 Shares 1,375 Est. Cost $121.45 Unrealized
XEROX CORP 0.1%
Value ($000) $193 Shares 8,041 Est. Cost $28.73 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $189 Shares 2,700 Est. Cost $38.38 Unrealized +3.7%
WPC W P CAREY INC 0.0%
Value ($000) $182 Shares 2,745 Est. Cost $66.30 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $180 Shares 970 Est. Cost $183.94 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $175 Shares 1,570 Est. Cost $77.24 Unrealized +5.2%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $173 Shares 637 Est. Cost $266.87 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $172 Shares 586 Est. Cost $322.30 Unrealized -10.8%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $169 Shares 550 Est. Cost $294.31 Unrealized -1.0%
EVRG EVERGY INC 0.0%
Value ($000) $164 Shares 2,916 Est. Cost $40.03 Unrealized 0.0%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $162 Shares 1,459 Est. Cost $68.16 Unrealized +21.1%
IP INTL PAPER CO 0.0%
Value ($000) $151 Shares 2,900 Est. Cost $39.21 Unrealized -7.3%
LIBERTY MEDIA CORP DELAWARE 0.0%
Value ($000) $145 Shares 4,120 Est. Cost $34.98 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $137 Shares 400 Est. Cost $256.81 Unrealized +16.2%
MUNI PIMCO ETF TR 0.0%
Value ($000) $132 Shares 2,500 Est. Cost $52.80 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $129 Shares 3,547 Est. Cost $24.24 Unrealized +0.3%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $129 Shares 2,400 Est. Cost $49.41 Unrealized -12.7%
WESTERN AST INFL LKD OPP & I 0.0%
Value ($000) $128 Shares 11,500 Est. Cost $11.30 Unrealized
JACOBS ENGR GROUP INC DEL 0.0%
Value ($000) $127 Shares 2,000 Est. Cost $59.00 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $125 Shares 1,870 Est. Cost $56.47 Unrealized -6.1%
NBTB NBT BANCORP INC 0.0%
Value ($000) $121 Shares 3,177 Est. Cost $36.65 Unrealized +2.9%
NTAP NETAPP INC 0.0%
Value ($000) $118 Shares 1,500 Est. Cost $49.49 Unrealized +15.6%
SRE SEMPRA ENERGY 0.0%
Value ($000) $116 Shares 1,000 Est. Cost $41.80 Unrealized +2.1%
MET METLIFE INC 0.0%
Value ($000) $109 Shares 2,500 Est. Cost $35.48 Unrealized +1.2%
EMR EMERSON ELEC CO 0.0%
Value ($000) $104 Shares 1,500 Est. Cost $58.98 Unrealized -0.6%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $102 Shares 4,300 Est. Cost $22.04 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $101 Shares 2,400 Est. Cost $47.85 Unrealized -11.9%
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $90 Shares 17,225 Est. Cost $5.42 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $89 Shares 1,600 Est. Cost $48.10 Unrealized -15.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $87 Shares 294 Est. Cost $275.43 Unrealized -4.7%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $86 Shares 1,100 Est. Cost $78.18 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $84 Shares 487 Est. Cost $203.29 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $84 Shares 1,475 Est. Cost $36.57 Unrealized -12.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $82 Shares 200 Est. Cost $127.08 Unrealized -4.9%
GENERAL ELECTRIC CO 0.0%
Value ($000) $80 Shares 5,848 Est. Cost $25.38 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $79 Shares 1,700 Est. Cost $27.57 Unrealized +19.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $78 Shares 800 Est. Cost $87.01 Unrealized +1.8%
TR TOOTSIE ROLL INDS INC 0.0%
Value ($000) $77 Shares 2,488 Est. Cost $28.37 Unrealized -11.1%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $76 Shares 1,175 Est. Cost $63.81 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $74 Shares 1,500 Est. Cost $50.74 Unrealized -2.7%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $72 Shares 2,600 Est. Cost $21.46 Unrealized -2.7%
CNDT CONDUENT INC 0.0%
Value ($000) $72 Shares 3,955 Est. Cost $17.60 Unrealized +9.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $72 Shares 150 Est. Cost $139.55 Unrealized +9.3%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $72 Shares 571 Est. Cost $131.25 Unrealized -2.7%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $71 Shares 4,100 Est. Cost $10.39 Unrealized 0.0%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $69 Shares 600 Est. Cost $120.00 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $66 Shares 600 Est. Cost $87.50 Unrealized +2.3%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $65 Shares 700 Est. Cost $77.10 Unrealized -9.6%
EPR PPTYS 0.0%
Value ($000) $63 Shares 1,800 Est. Cost $35.00 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $61 Shares 250 Est. Cost $222.22 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $59 Shares 300 Est. Cost $154.72 Unrealized +0.2%
ENERGY TRANSFER PARTNERS LP 0.0%
Value ($000) $58 Shares 3,060 Est. Cost $20.38 Unrealized
RAYTHEON CO 0.0%
Value ($000) $58 Shares 300 Est. Cost $216.00 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $56 Shares 290 Est. Cost $193.10 Unrealized
INGERSOLL-RAND PLC 0.0%
Value ($000) $56 Shares 621 Est. Cost $85.35 Unrealized
BKLN INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $55 Shares 2,400 Est. Cost $22.92 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $53 Shares 1,420 Est. Cost $36.62 Unrealized
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $52 Shares 385 Est. Cost $131.37 Unrealized -3.7%
MINT PIMCO ETF TR 0.0%
Value ($000) $51 Shares 500 Est. Cost $102.00 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $51 Shares 603 Est. Cost $84.58 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $49 Shares 600 Est. Cost $66.69 Unrealized +3.4%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $49 Shares 300 Est. Cost $140.78 Unrealized -1.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $48 Shares 448 Est. Cost $85.46 Unrealized -2.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $47 Shares 1,279 Est. Cost $25.91 Unrealized +4.5%
WILLIAMS PARTNERS L P NEW 0.0%
Value ($000) $45 Shares 1,100 Est. Cost $34.29 Unrealized
KEY KEYCORP NEW 0.0%
Value ($000) $43 Shares 2,220 Est. Cost $14.60 Unrealized -4.3%
AAXJ ISHARES TR 0.0%
Value ($000) $43 Shares 600 Est. Cost $78.33 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $43 Shares 365 Est. Cost $112.33 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $43 Shares 348 Est. Cost $117.60 Unrealized -5.7%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $42 Shares 841 Est. Cost $58.26 Unrealized
XEGFX BLACKROCK ENHANCED GOVT FD I 0.0%
Value ($000) $42 Shares 3,200 Est. Cost $13.05 Unrealized
WESTERN ASST INFLTN LKD INM 0.0%
Value ($000) $40 Shares 3,500 Est. Cost $11.43 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $40 Shares 500 Est. Cost $50.73 Unrealized +11.6%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $36 Shares 2,100 Est. Cost $17.03 Unrealized -9.4%
BIIB BIOGEN INC 0.0%
Value ($000) $36 Shares 125 Est. Cost $310.41 Unrealized -9.4%
IJR ISHARES TR 0.0%
Value ($000) $36 Shares 431 Est. Cost $83.53 Unrealized
CTS CTS CORP 0.0%
Value ($000) $35 Shares 983 Est. Cost $25.93 Unrealized +17.8%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $35 Shares 150 Est. Cost $216.39 Unrealized +11.6%
MNRO MONRO INC 0.0%
Value ($000) $35 Shares 600 Est. Cost $55.49 Unrealized +1.7%
ALTERYX INC 0.0%
Value ($000) $34 Shares 900 Est. Cost $34.44 Unrealized
EQT MIDSTREAM PARTNERS LP 0.0%
Value ($000) $34 Shares 650 Est. Cost $58.46 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $34 Shares 582 Est. Cost $58.52 Unrealized -2.2%
MTUM ISHARES TR 0.0%
Value ($000) $33 Shares 305 Est. Cost $104.92 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $33 Shares 505 Est. Cost $48.22 Unrealized +1.1%
GLW CORNING INC 0.0%
Value ($000) $32 Shares 1,155 Est. Cost $24.81 Unrealized -9.8%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $32 Shares 315 Est. Cost $101.59 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $31 Shares 1,029 Est. Cost $30.13 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $31 Shares 577 Est. Cost $53.73 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $31 Shares 502 Est. Cost $52.58 Unrealized +1.1%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $31 Shares 450 Est. Cost $57.78 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $31 Shares 150 Est. Cost $205.54 Unrealized +1.2%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $31 Shares 700 Est. Cost $58.89 Unrealized -20.2%
NYF ISHARES TR 0.0%
Value ($000) $30 Shares 545 Est. Cost $55.10 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $27 Shares 1,500 Est. Cost $11.08 Unrealized -4.5%
MACQUARIE INFRASTRUCTURE COR 0.0%
Value ($000) $25 Shares 600 Est. Cost $36.67 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $24 Shares 350 Est. Cost $51.93 Unrealized -10.7%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $24 Shares 390 Est. Cost $61.54 Unrealized
BKH BLACK HILLS CORP 0.0%
Value ($000) $24 Shares 400 Est. Cost $39.62 Unrealized +7.1%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $24 Shares 301 Est. Cost $56.05 Unrealized +0.7%
BLUEGREEN VACATIONS CORP 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $21.00 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $24 Shares 211 Est. Cost $116.71 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $23 Shares 200 Est. Cost $45.28 Unrealized +0.3%
PCH POTLATCHDELTIC CORPORATION 0.0%
Value ($000) $23 Shares 450 Est. Cost $51.11 Unrealized
BLACKSTONE GROUP L P 0.0%
Value ($000) $22 Shares 690 Est. Cost $29.78 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $22.00 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $22 Shares 337 Est. Cost $66.73 Unrealized -22.5%
WELL WELLTOWER INC 0.0%
Value ($000) $21 Shares 330 Est. Cost $48.83 Unrealized -11.6%
VALEANT PHARMACEUTICALS INTL 0.0%
Value ($000) $21 Shares 900 Est. Cost $15.56 Unrealized
ALTABA INC 0.0%
Value ($000) $21 Shares 293 Est. Cost $71.67 Unrealized
CHMG CHEMUNG FINL CORP 0.0%
Value ($000) $20 Shares 400 Est. Cost $37.03 Unrealized +6.8%
IEP ICAHN ENTERPRISES LP 0.0%
Value ($000) $20 Shares 275 Est. Cost $58.18 Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $19 Shares 1,800 Est. Cost $11.11 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $18 Shares 440 Est. Cost $36.36 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $17 Shares 400 Est. Cost $41.94 Unrealized +2.2%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $17 Shares 100 Est. Cost $159.90 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $17 Shares 103 Est. Cost $31.70 Unrealized +5.4%
BLACKROCK INC 0.0%
Value ($000) $16 Shares 32 Est. Cost $531.25 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $15 Shares 182 Est. Cost $82.42 Unrealized
NUSTAR ENERGY LP 0.0%
Value ($000) $15 Shares 650 Est. Cost $20.49 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $14 Shares 400 Est. Cost $23.30 Unrealized +7.8%
EFAV ISHARES TR 0.0%
Value ($000) $14 Shares 190 Est. Cost $73.68 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $14 Shares 97 Est. Cost $117.49 Unrealized -3.3%
DISH NETWORK CORP 0.0%
Value ($000) $14 Shares 425 Est. Cost $37.65 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $13 Shares 131 Est. Cost $99.24 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $13 Shares 200 Est. Cost $59.73 Unrealized -8.6%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $13 Shares 250 Est. Cost $68.06 Unrealized -3.9%
MBB ISHARES TR 0.0%
Value ($000) $13 Shares 125 Est. Cost $104.00 Unrealized
AMBA AMBARELLA INC 0.0%
Value ($000) $12 Shares 300 Est. Cost $51.88 Unrealized -8.7%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $12 Shares 110 Est. Cost $75.09 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $12 Shares 50 Est. Cost $201.13 Unrealized +5.5%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $12 Shares 240 Est. Cost $54.18 Unrealized -16.7%
F FORD MTR CO DEL 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $7.48 Unrealized +3.4%
L LOEWS CORP 0.0%
Value ($000) $11 Shares 222 Est. Cost $48.83 Unrealized -0.4%
EATON VANCE FLTING RATE INC 0.0%
Value ($000) $11 Shares 750 Est. Cost $14.67 Unrealized
ACWV ISHARES INC 0.0%
Value ($000) $11 Shares 127 Est. Cost $86.61 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $11 Shares 141 Est. Cost $78.01 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $11 Shares 225 Est. Cost $48.49 Unrealized -2.7%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $10 Shares 39 Est. Cost $230.77 Unrealized
NKE NIKE INC 0.0%
Value ($000) $10 Shares 130 Est. Cost $59.62 Unrealized +7.1%
BND VANGUARD BD INDEX FD INC 0.0%
Value ($000) $10 Shares 130 Est. Cost $76.33 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $10 Shares 105 Est. Cost $85.71 Unrealized
UAL UNITED CONTL HLDGS INC 0.0%
Value ($000) $10 Shares 150 Est. Cost $69.09 Unrealized +0.6%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 275 Est. Cost $32.73 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 318 Est. Cost $31.45 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $9 Shares 20 Est. Cost $6.30 Unrealized +29.8%
RITE AID CORP 0.0%
Value ($000) $9 Shares 5,000 Est. Cost $1.60 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $9 Shares 245 Est. Cost $21.50 Unrealized -8.0%
JPUS JP MORGAN EXCHANGE TRADED FD 0.0%
Value ($000) $9 Shares 120 Est. Cost $75.00 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $9 Shares 66 Est. Cost $123.54 Unrealized +7.6%
Z ZILLOW GROUP INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $48.23 Unrealized +14.9%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $50.80 Unrealized -12.8%
FLRN SPDR SER TR 0.0%
Value ($000) $8 Shares 270 Est. Cost $29.63 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $8 Shares 85 Est. Cost $94.12 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $7 Shares 265 Est. Cost $26.42 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $7 Shares 140 Est. Cost $50.00 Unrealized
STN STANTEC INC 0.0%
Value ($000) $7 Shares 274 Est. Cost $25.55 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $7 Shares 170 Est. Cost $46.37 Unrealized
BLACKROCK NY MUNI INC QLTY T 0.0%
Value ($000) $7 Shares 600 Est. Cost $13.33 Unrealized
DEPOMED INC 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.00 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $6 Shares 170 Est. Cost $35.29 Unrealized
ELME WASHINGTON REAL ESTATE INVT 0.0%
Value ($000) $6 Shares 200 Est. Cost $25.00 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $6 Shares 76 Est. Cost $74.07 Unrealized +7.3%
YUM YUM BRANDS INC 0.0%
Value ($000) $6 Shares 80 Est. Cost $71.00 Unrealized +2.2%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 204 Est. Cost $29.41 Unrealized
FIREEYE INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $5 Shares 57 Est. Cost $67.32 Unrealized +1.8%
SPYV SPDR SERIES TRUST 0.0%
Value ($000) $5 Shares 185 Est. Cost $27.03 Unrealized
WESTERN ASSET MTG DEF OPPTY 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
ASH ASHLAND GLOBAL HLDGS INC 0.0%
Value ($000) $5 Shares 66 Est. Cost $63.18 Unrealized +3.7%
HCP INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $31.21 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $4 Shares 75 Est. Cost $48.23 Unrealized +14.6%
WESTPAC BKG CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $4 Shares 395 Est. Cost $10.13 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $4 Shares 25 Est. Cost $74.87 Unrealized +57.3%
NVS NOVARTIS A G 0.0%
Value ($000) $4 Shares 50 Est. Cost $83.83 Unrealized
VVV VALVOLINE INC 0.0%
Value ($000) $4 Shares 180 Est. Cost $23.79 Unrealized -11.1%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.23 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $4 Shares 93 Est. Cost $34.95 Unrealized +1.4%
KBWB INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $4 Shares 80 Est. Cost $50.00 Unrealized
HEALTHCARE RLTY TR 0.0%
Value ($000) $4 Shares 125 Est. Cost $24.00 Unrealized
INDIA FD INC 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.45 Unrealized
FAUQUIER BANKSHARES INC VA 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
MICHAEL KORS HLDGS LTD 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $3 Shares 150 Est. Cost $23.73 Unrealized 0.0%
ULBI ULTRALIFE CORP 0.0%
Value ($000) $3 Shares 300 Est. Cost $7.74 Unrealized +23.9%
THOMSON REUTERS CORP 0.0%
Value ($000) $3 Shares 69 Est. Cost $43.48 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $3 Shares 45 Est. Cost $48.78 Unrealized +10.3%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $3 Shares 45 Est. Cost $66.67 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $3 Shares 80 Est. Cost $43.00 Unrealized -7.9%
VAC MARRIOTT VACATIONS WRLDWDE C 0.0%
Value ($000) $3 Shares 25 Est. Cost $141.37 Unrealized -12.6%
ATLASSIAN CORP PLC 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $2 Shares 44 Est. Cost $21.80 Unrealized +72.3%
ECON COLUMBIA ETF TR II 0.0%
Value ($000) $2 Shares 80 Est. Cost $25.00 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $78.62 Unrealized +4.2%
ESSA BANCORP INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
TWITTER INC 0.0%
Value ($000) $2 Shares 43 Est. Cost $23.26 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $139.76 Unrealized -12.3%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $2 Shares 25 Est. Cost $12.33 Unrealized +0.2%
IYG ISHARES TR 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
OMEX ODYSSEY MARINE EXPLORATION I 0.0%
Value ($000) $1 Shares 100 Est. Cost $4.48 Unrealized +93.3%
CINCINNATI BELL INC NEW 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
ANGLOGOLD ASHANTI LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
WINDSTREAM HLDGS INC 0.0%
Value ($000) $1 Shares 101 Est. Cost $9.90 Unrealized
VISN COMMSCOPE HLDG CO INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $39.02 Unrealized -15.7%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 36 Est. Cost $57.75 Unrealized -16.7%
FIVN FIVE9 INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $27.39 Unrealized +18.2%
ITA ISHARES TR 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
TITAN MED INC 0.0%
Value ($000) $1 Shares 132 Est. Cost $7.58 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $1 Shares 184 Est. Cost $5.43 Unrealized
TAN INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
DXYN DIXIE GROUP INC 0.0%
Value ($000) $1 Shares 550 Est. Cost $3.25 Unrealized -18.7%
SHOP SHOPIFY INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $14.15 Unrealized 0.0%
IYW ISHARES TR 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 60 Est. Cost $6.80 Unrealized 0.0%
OCEAN PWR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
CALADRIUS BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
UNITI GROUP INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $17.11 Unrealized
GPRO GOPRO INC 0.0%
Value ($000) $0 Shares 60 Est. Cost $5.72 Unrealized -2.7%