Blume Capital Management, Inc. Diversified Active

CIK: 0001587192 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 5, 2020

Total Value ($000): $204,378 (100.0% shares, 0.0% debt)

Holdings (230)

AAPL Apple 7.8%
Value ($000) $15,873 Shares 54,056 Est. Cost $19.82 Unrealized +212.9%
VTIP Vanguard Shrt Inf Prot 6.6%
Value ($000) $13,461 Shares 273,160 Est. Cost $49.11 Unrealized
SCHO Schwab ST US Treasury 4.5%
Value ($000) $9,231 Shares 182,870 Est. Cost $49.85 Unrealized
GOOG Alphabet Class C 4.0%
Value ($000) $8,195 Shares 6,130 Est. Cost $37.30 Unrealized +71.7%
JNJ Johnson & Johnson 3.9%
Value ($000) $8,055 Shares 55,224 Est. Cost $69.41 Unrealized +64.4%
CMCSA Comcast 3.8%
Value ($000) $7,866 Shares 174,934 Est. Cost $26.19 Unrealized +44.6%
CVS CVS Corp 3.6%
Value ($000) $7,418 Shares 99,853 Est. Cost $51.83 Unrealized +11.5%
MSFT Microsoft 3.5%
Value ($000) $7,107 Shares 45,067 Est. Cost $30.12 Unrealized +362.2%
IBB iShares Biotech Fund 3.5%
Value ($000) $7,059 Shares 58,583 Est. Cost $150.04 Unrealized
DIS Walt Disney 3.2%
Value ($000) $6,619 Shares 45,766 Est. Cost $95.36 Unrealized +42.3%
COF Capital One 3.2%
Value ($000) $6,470 Shares 62,875 Est. Cost $65.88 Unrealized +31.7%
WFC Wells Fargo & Co 3.0%
Value ($000) $6,178 Shares 114,846 Est. Cost $37.81 Unrealized +18.2%
INTC Intel 2.7%
Value ($000) $5,556 Shares 92,845 Est. Cost $35.27 Unrealized +39.7%
WY Weyerhaeuser Co. 2.6%
Value ($000) $5,258 Shares 174,138 Est. Cost $20.16 Unrealized +14.6%
GS Goldman Sachs 2.4%
Value ($000) $4,894 Shares 21,287 Est. Cost $190.87 Unrealized -1.8%
FDX FedEx 2.3%
Value ($000) $4,612 Shares 30,505 Est. Cost $140.06 Unrealized -1.8%
C Citigroup 2.2%
Value ($000) $4,589 Shares 57,453 Est. Cost $49.65 Unrealized +19.3%
ORCL Oracle 2.2%
Value ($000) $4,412 Shares 83,285 Est. Cost $33.72 Unrealized +49.6%
VTI Vanguard Total Stock Mkt 2.1%
Value ($000) $4,196 Shares 25,647 Est. Cost $95.92 Unrealized
GM General Motors 1.9%
Value ($000) $3,977 Shares 108,665 Est. Cost $25.81 Unrealized +33.2%
KMI Kinder Morgan 1.9%
Value ($000) $3,783 Shares 178,740 Est. Cost $12.91 Unrealized +8.9%
SLB Schlumberger 1.8%
Value ($000) $3,717 Shares 92,476 Est. Cost $43.99 Unrealized -30.2%
MET Metlife 1.7%
Value ($000) $3,485 Shares 68,378 Est. Cost $31.31 Unrealized +25.6%
DVN Devon Energy 1.6%
Value ($000) $3,289 Shares 126,662 Est. Cost $23.45 Unrealized -30.5%
JPM JP Morgan 1.5%
Value ($000) $3,120 Shares 22,383 Est. Cost $40.93 Unrealized +165.5%
GDX VanEck Vectors Gold Miners ETF 1.4%
Value ($000) $2,929 Shares 100,060 Est. Cost $19.96 Unrealized
COST Costco Wholesale 1.4%
Value ($000) $2,765 Shares 9,410 Est. Cost $99.27 Unrealized +173.5%
QCOM Qualcomm 1.2%
Value ($000) $2,548 Shares 28,885 Est. Cost $42.64 Unrealized +70.9%
BRK/B Berkshire Hathaway B 1.2%
Value ($000) $2,513 Shares 11,095 Est. Cost $119.20 Unrealized +82.2%
AMAT Applied Materials 1.2%
Value ($000) $2,473 Shares 40,525 Est. Cost $33.83 Unrealized +56.7%
ALPS Alerian MLP ETF 1.2%
Value ($000) $2,415 Shares 284,200 Est. Cost $8.69 Unrealized
META Facebook 0.7%
Value ($000) $1,475 Shares 7,190 Est. Cost $123.79 Unrealized +55.4%
AMZN Amazon.com 0.7%
Value ($000) $1,413 Shares 765 Est. Cost $27.74 Unrealized +219.1%
XOM Exxon 0.7%
Value ($000) $1,365 Shares 19,575 Est. Cost $56.28 Unrealized -7.5%
MU Micron Technology 0.6%
Value ($000) $1,322 Shares 24,600 Est. Cost $37.76 Unrealized +23.4%
IEZ iShares US Oil Services & Equip ETF 0.6%
Value ($000) $1,300 Shares 63,950 Est. Cost $20.33 Unrealized
V Visa Inc Cl A 0.6%
Value ($000) $1,216 Shares 6,473 Est. Cost $107.60 Unrealized +60.4%
HON Honeywell International 0.6%
Value ($000) $1,203 Shares 6,800 Est. Cost $64.03 Unrealized +124.7%
CL Colgate Palmolive Co. 0.6%
Value ($000) $1,171 Shares 17,017 Est. Cost $51.11 Unrealized +15.6%
VTEB Vanguard Muni Bnd ETF 0.6%
Value ($000) $1,153 Shares 21,550 Est. Cost $51.55 Unrealized
KO Coca Cola 0.5%
Value ($000) $1,062 Shares 19,200 Est. Cost $27.93 Unrealized +59.4%
VCSH Vanguard ST Corporate Bond ETF 0.5%
Value ($000) $1,012 Shares 12,494 Est. Cost $79.57 Unrealized
HAL Halliburton 0.4%
Value ($000) $753 Shares 30,801 Est. Cost $37.09 Unrealized -49.4%
GOOGL Alphabet Inc Class A 0.4%
Value ($000) $723 Shares 540 Est. Cost $37.63 Unrealized +70.1%
S&P Oil & Gas E&P SPDR ETF 0.3%
Value ($000) $630 Shares 26,600 Est. Cost $23.68 Unrealized
CVX Chevron 0.3%
Value ($000) $601 Shares 4,988 Est. Cost $72.29 Unrealized +24.0%
SBUX Starbucks 0.3%
Value ($000) $580 Shares 6,600 Est. Cost $37.60 Unrealized +98.1%
EPD Enterprise Product Partners LP 0.2%
Value ($000) $501 Shares 17,825 Est. Cost $25.17 Unrealized
Aqua America 0.2%
Value ($000) $469 Shares 10,000 Est. Cost $23.57 Unrealized
UNP Union Pacific 0.2%
Value ($000) $361 Shares 2,000 Est. Cost $108.21 Unrealized +38.0%
General Electric 0.2%
Value ($000) $341 Shares 30,574 Est. Cost $24.20 Unrealized
VGSH Vanguard Short Term 0.1%
Value ($000) $304 Shares 5,000 Est. Cost $60.15 Unrealized
DSI iShares KLD 400 Social Index 0.1%
Value ($000) $299 Shares 2,496 Est. Cost $82.07 Unrealized
BKNG Booking Holdings Inc 0.1%
Value ($000) $291 Shares 142 Est. Cost $1933.58 Unrealized -0.1%
XBI SPDR S&P Biotech ETF 0.1%
Value ($000) $276 Shares 2,905 Est. Cost $89.98 Unrealized
T AT&T Inc. 0.1%
Value ($000) $267 Shares 6,837 Est. Cost $13.23 Unrealized +42.6%
BK Bank of New York 0.1%
Value ($000) $264 Shares 5,250 Est. Cost $43.05 Unrealized -7.2%
HRL Hormel Foods Corp 0.1%
Value ($000) $252 Shares 5,600 Est. Cost $25.61 Unrealized +42.0%
PFE Pfizer 0.1%
Value ($000) $245 Shares 6,274 Est. Cost $18.08 Unrealized +47.7%
JPM Alerian MLP ETN 0.1%
Value ($000) $231 Shares 10,600 Est. Cost $22.32 Unrealized
GILD Gilead Sciences 0.1%
Value ($000) $228 Shares 3,515 Est. Cost $62.91 Unrealized -18.5%
GLD Streetracks Gold TRUST 0.1%
Value ($000) $207 Shares 1,450 Est. Cost $118.21 Unrealized
CSCO Cisco Systems 0.1%
Value ($000) $204 Shares 4,263 Est. Cost $16.61 Unrealized +132.1%
AMT Amern Tower Corp Class A 0.1%
Value ($000) $195 Shares 850 Est. Cost $112.31 Unrealized +63.7%
VZ Verizon Communications 0.1%
Value ($000) $194 Shares 3,174 Est. Cost $28.44 Unrealized +50.5%
MMM 3M Company 0.1%
Value ($000) $192 Shares 1,092 Est. Cost $93.71 Unrealized +19.3%
BMY Bristol-Myers 0.1%
Value ($000) $192 Shares 3,004 Est. Cost $40.35 Unrealized +12.0%
PEP Pepsico 0.1%
Value ($000) $191 Shares 1,400 Est. Cost $77.08 Unrealized +46.3%
VCIT Vanguard Corp Bond ETF 0.1%
Value ($000) $187 Shares 2,054 Est. Cost $82.80 Unrealized
AXP American Express Co. 0.1%
Value ($000) $186 Shares 1,500 Est. Cost $71.33 Unrealized +54.4%
SCHZ Schwab US Aggregate Bond 0.1%
Value ($000) $182 Shares 3,417 Est. Cost $52.06 Unrealized
DE Deere & Co 0.1%
Value ($000) $173 Shares 1,000 Est. Cost $70.09 Unrealized +125.4%
SCHF Schwab International Equity ETF 0.1%
Value ($000) $168 Shares 5,000 Est. Cost $28.35 Unrealized
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $163 Shares 917 Est. Cost $126.42 Unrealized
PG Procter & Gamble 0.1%
Value ($000) $159 Shares 1,275 Est. Cost $63.80 Unrealized +64.9%
SCHE Schwab Emerging Markets Equity ETF 0.1%
Value ($000) $157 Shares 5,755 Est. Cost $23.12 Unrealized
TRV Travelers Group Inc 0.1%
Value ($000) $157 Shares 1,150 Est. Cost $76.12 Unrealized +56.7%
BIL SPDR Bloomberg Barclays 0.1%
Value ($000) $153 Shares 1,678 Est. Cost $91.18 Unrealized
UBS UBS AG 0.1%
Value ($000) $152 Shares 12,100 Est. Cost $11.26 Unrealized +5.7%
SHV iShares Short Treasury 0.1%
Value ($000) $142 Shares 1,286 Est. Cost $110.44 Unrealized
BlackRock Inc. 0.1%
Value ($000) $138 Shares 275 Est. Cost $448.28 Unrealized
BDX Becton Dickinson 0.1%
Value ($000) $135 Shares 500 Est. Cost $86.50 Unrealized +161.8%
AEP American Electric Pwr Co Inc 0.1%
Value ($000) $133 Shares 1,411 Est. Cost $47.09 Unrealized +57.7%
BAC Bank of America 0.1%
Value ($000) $129 Shares 3,686 Est. Cost $15.19 Unrealized +82.9%
LQD iShares Investment Grade Bond ETF 0.1%
Value ($000) $127 Shares 1,000 Est. Cost $119.97 Unrealized
MRK Merck 0.1%
Value ($000) $127 Shares 1,400 Est. Cost $39.89 Unrealized +69.4%
SHY Ishares Tr Barclays Bond 0.1%
Value ($000) $122 Shares 1,446 Est. Cost $84.51 Unrealized
Durect Corp 0.1%
Value ($000) $117 Shares 31,000 Est. Cost $1.04 Unrealized
EMR Emerson Electric 0.1%
Value ($000) $114 Shares 1,500 Est. Cost $54.25 Unrealized +15.8%
IBM IBM 0.1%
Value ($000) $112 Shares 840 Est. Cost $102.40 Unrealized -2.4%
EXEL Exelixis Inc 0.1%
Value ($000) $109 Shares 6,200 Est. Cost $17.83 Unrealized -4.9%
Lam Research Corp 0.1%
Value ($000) $106 Shares 365 Est. Cost $186.30 Unrealized
WMT Wal-Mart 0.1%
Value ($000) $106 Shares 900 Est. Cost $20.29 Unrealized +79.2%
AFL Aflac Inc. 0.1%
Value ($000) $105 Shares 2,000 Est. Cost $30.70 Unrealized +49.4%
iShares Gold TRUST 0.0%
Value ($000) $97 Shares 6,692 Est. Cost $13.74 Unrealized
CRM Salesforce.com 0.0%
Value ($000) $97 Shares 600 Est. Cost $90.89 Unrealized +70.4%
CVE Cenovus Energy 0.0%
Value ($000) $97 Shares 9,640 Est. Cost $8.31 Unrealized -3.3%
AMGN Amgen 0.0%
Value ($000) $96 Shares 400 Est. Cost $101.29 Unrealized +80.4%
AVGO Broadcom Ltd 0.0%
Value ($000) $94 Shares 300 Est. Cost $18.33 Unrealized +41.2%
MA Mastercard Inc 0.0%
Value ($000) $89 Shares 300 Est. Cost $76.31 Unrealized +257.2%
ED Consolidated Edison 0.0%
Value ($000) $87 Shares 971 Est. Cost $59.31 Unrealized +21.0%
Cloudera 0.0%
Value ($000) $84 Shares 7,300 Est. Cost $14.93 Unrealized
FBIN Fortune Brands Hm & Sec 0.0%
Value ($000) $83 Shares 1,280 Est. Cost $33.00 Unrealized +45.3%
ADBE Adobe 0.0%
Value ($000) $82 Shares 250 Est. Cost $149.24 Unrealized +97.2%
California Resources 0.0%
Value ($000) $77 Shares 8,575 Est. Cost $14.67 Unrealized
TFI Spdr Nuveen Barclays Mun 0.0%
Value ($000) $77 Shares 1,536 Est. Cost $50.78 Unrealized
Cerner Corp. 0.0%
Value ($000) $76 Shares 1,044 Est. Cost $57.32 Unrealized
Adams Natural Resources CEF 0.0%
Value ($000) $74 Shares 4,550 Est. Cost $16.08 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $74 Shares 485 Est. Cost $71.08 Unrealized +73.0%
PYPL Paypal Holdings Inco 0.0%
Value ($000) $70 Shares 650 Est. Cost $51.60 Unrealized +101.5%
SCHW Charles Schwab Corp 0.0%
Value ($000) $69 Shares 1,460 Est. Cost $36.07 Unrealized +12.3%
EEM Ishares MSCI EM ETF 0.0%
Value ($000) $67 Shares 1,500 Est. Cost $44.86 Unrealized
WOOD iShares Global Timber 0.0%
Value ($000) $67 Shares 1,000 Est. Cost $57.13 Unrealized
SCHV Schwab US Large Cap 0.0%
Value ($000) $66 Shares 1,100 Est. Cost $47.88 Unrealized
SHM SPDR Nuv Blmbrg ST Nat Muni 0.0%
Value ($000) $66 Shares 1,348 Est. Cost $48.47 Unrealized
USB U S Bancorp 0.0%
Value ($000) $65 Shares 1,102 Est. Cost $31.36 Unrealized +41.4%
HD Home Depot 0.0%
Value ($000) $65 Shares 300 Est. Cost $70.46 Unrealized +176.7%
NYT New York Times Class A 0.0%
Value ($000) $64 Shares 2,000 Est. Cost $17.93 Unrealized +63.5%
BAX Baxter International Inc 0.0%
Value ($000) $62 Shares 750 Est. Cost $29.26 Unrealized +150.8%
LMT Lockheed Martin 0.0%
Value ($000) $58 Shares 150 Est. Cost $137.24 Unrealized +136.7%
Walgreens Boots Allianc 0.0%
Value ($000) $56 Shares 950 Est. Cost $76.25 Unrealized
CX Cemex SA 0.0%
Value ($000) $56 Shares 14,982 Est. Cost $11.43 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $48 Shares 150 Est. Cost $31.29 Unrealized -5.2%
Concho Resources Inc 0.0%
Value ($000) $48 Shares 550 Est. Cost $67.27 Unrealized
STZ Constellation Brands 0.0%
Value ($000) $47 Shares 250 Est. Cost $173.61 Unrealized -1.7%
RRC Range Resources 0.0%
Value ($000) $46 Shares 9,500 Est. Cost $4.36 Unrealized -7.5%
IP International Paper 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $32.66 Unrealized -2.4%
PRF Invesco FTSE RAFI US 1000 0.0%
Value ($000) $46 Shares 367 Est. Cost $119.89 Unrealized
TJX TJX Companies Inc. 0.0%
Value ($000) $42 Shares 700 Est. Cost $38.92 Unrealized +40.3%
SCHM Schwab U.S. Mid Cap ETF 0.0%
Value ($000) $42 Shares 711 Est. Cost $44.65 Unrealized
RIG Transocean Ltd. 0.0%
Value ($000) $41 Shares 6,025 Est. Cost $5.26 Unrealized -2.1%
XBFZX Blackrock CA Muni Income Trust 0.0%
Value ($000) $40 Shares 3,000 Est. Cost $12.91 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $40 Shares 500 Est. Cost $46.21 Unrealized +35.3%
MCD McDonald Corp. 0.0%
Value ($000) $39 Shares 200 Est. Cost $79.64 Unrealized +115.9%
SCHA Schwab US Small Cap ETF 0.0%
Value ($000) $38 Shares 508 Est. Cost $61.81 Unrealized
BABA Alibaba Group Hldg Adr 0.0%
Value ($000) $37 Shares 175 Est. Cost $77.87 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $37 Shares 700 Est. Cost $32.89 Unrealized +30.1%
EIX Edison International 0.0%
Value ($000) $37 Shares 500 Est. Cost $40.28 Unrealized +33.4%
SCHG Schwab US Large Cap 0.0%
Value ($000) $37 Shares 400 Est. Cost $55.56 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $34 Shares 300 Est. Cost $41.56 Unrealized +154.9%
Intra-Cellular Therapies 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $18.00 Unrealized
XLP SPDR Fund Consumer 0.0%
Value ($000) $33 Shares 539 Est. Cost $61.22 Unrealized
AVB Avalonbay Communities 0.0%
Value ($000) $31 Shares 150 Est. Cost $82.16 Unrealized +110.0%
QQQ Invesco QQQ Trust- Nasdaq 100 ETF 0.0%
Value ($000) $31 Shares 150 Est. Cost $184.00 Unrealized
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $30 Shares 975 Est. Cost $30.77 Unrealized
FTV Fortive Corporation 0.0%
Value ($000) $30 Shares 400 Est. Cost $40.21 Unrealized +9.5%
IDXX IDEXX Labs 0.0%
Value ($000) $26 Shares 100 Est. Cost $278.27 Unrealized -5.3%
WMB Williams Companies 0.0%
Value ($000) $26 Shares 1,100 Est. Cost $18.60 Unrealized -12.5%
CLX Clorox 0.0%
Value ($000) $26 Shares 175 Est. Cost $63.81 Unrealized +95.2%
Crescent Pt Energy 0.0%
Value ($000) $26 Shares 5,920 Est. Cost $3.89 Unrealized
VMBS Vanguard Mortgage Backed Sec ETF 0.0%
Value ($000) $25 Shares 477 Est. Cost $51.23 Unrealized
VO Vanguard Mid Cap Blend ETF 0.0%
Value ($000) $24 Shares 138 Est. Cost $132.35 Unrealized
CBRE Real Estate Income Fund 0.0%
Value ($000) $24 Shares 3,031 Est. Cost $7.93 Unrealized
Proshares Ultrashort S& 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $24.00 Unrealized
Portola Pharmaceuticals 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $26.00 Unrealized
Mkt Vectors Oil Services 0.0%
Value ($000) $23 Shares 1,750 Est. Cost $12.25 Unrealized
ABBV AbbVie Inc. 0.0%
Value ($000) $22 Shares 250 Est. Cost $48.91 Unrealized +32.1%
PBI Pitney Bowes Inc 0.0%
Value ($000) $22 Shares 5,600 Est. Cost $21.51 Unrealized -78.7%
BXP Boston Properties 0.0%
Value ($000) $22 Shares 164 Est. Cost $86.92 Unrealized +14.2%
LUV Southwest Airlines Co 0.0%
Value ($000) $21 Shares 400 Est. Cost $33.13 Unrealized +54.7%
EXAS Exact Sciences Corporati 0.0%
Value ($000) $19 Shares 210 Est. Cost $113.94 Unrealized -22.8%
PSX Phillips 66 0.0%
Value ($000) $19 Shares 175 Est. Cost $56.29 Unrealized +55.2%
Nuveen Insured Calif Tax 0.0%
Value ($000) $18 Shares 1,200 Est. Cost $17.13 Unrealized
CPRT Copart Inc 0.0%
Value ($000) $18 Shares 200 Est. Cost $19.41 Unrealized +10.0%
NVS Novartis A G Spon Adr 0.0%
Value ($000) $18 Shares 200 Est. Cost $88.25 Unrealized
HP Helmerich & Payne 0.0%
Value ($000) $18 Shares 402 Est. Cost $52.86 Unrealized -24.1%
VNO Vornado Realty TRUST 0.0%
Value ($000) $17 Shares 257 Est. Cost $93.39 Unrealized
SLP Simulations Plus Inc 0.0%
Value ($000) $17 Shares 600 Est. Cost $34.28 Unrealized -3.7%
ISRG Intuitive Surgical New 0.0%
Value ($000) $17 Shares 30 Est. Cost $119.75 Unrealized +56.4%
BA Boeing 0.0%
Value ($000) $16 Shares 50 Est. Cost $110.65 Unrealized +217.3%
EMN Eastman Chemical Co. 0.0%
Value ($000) $15 Shares 200 Est. Cost $55.62 Unrealized +10.7%
IQV Iqvia Holdings Inc 0.0%
Value ($000) $15 Shares 100 Est. Cost $101.80 Unrealized +43.4%
Allergan 0.0%
Value ($000) $14 Shares 75 Est. Cost $250.15 Unrealized
BSV Vanguard Bond Index Fund 0.0%
Value ($000) $13 Shares 164 Est. Cost $81.20 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $13 Shares 75 Est. Cost $133.33 Unrealized
TNA Direxion Daily Small Cap 0.0%
Value ($000) $13 Shares 186 Est. Cost $69.89 Unrealized
REZI Resideo Technologies Inc 0.0%
Value ($000) $13 Shares 1,102 Est. Cost $21.34 Unrealized -46.7%
NEE Nextera Energy Inc 0.0%
Value ($000) $12 Shares 50 Est. Cost $29.37 Unrealized +70.8%
PUMP ProPetro Holding Corp. 0.0%
Value ($000) $12 Shares 1,100 Est. Cost $12.53 Unrealized -28.7%
MTDR Matador Resources Co 0.0%
Value ($000) $12 Shares 700 Est. Cost $14.95 Unrealized 0.0%
TSLA Tesla Motors Inc 0.0%
Value ($000) $12 Shares 31 Est. Cost $17.50 Unrealized +24.0%
Twitter Inc 0.0%
Value ($000) $12 Shares 400 Est. Cost $53.01 Unrealized
AMPY Amplify Energy Corp New 0.0%
Value ($000) $10 Shares 1,600 Est. Cost $4.90 Unrealized +14.5%
UGI U G I Corporation New 0.0%
Value ($000) $10 Shares 223 Est. Cost $49.97 Unrealized -8.3%
ViacomCBS Inc. 0.0%
Value ($000) $10 Shares 250 Est. Cost $40.00 Unrealized
Hanesbrands Inc 0.0%
Value ($000) $10 Shares 700 Est. Cost $14.29 Unrealized
CTVA Corteva Inc. 0.0%
Value ($000) $9 Shares 305 Est. Cost $25.02 Unrealized -2.1%
ENB Enbridge Inc 0.0%
Value ($000) $9 Shares 246 Est. Cost $20.25 Unrealized +22.7%
CORT Corcept Therapeutics Inc 0.0%
Value ($000) $8 Shares 700 Est. Cost $2.02 Unrealized +588.6%
KSS Kohl's Corp. 0.0%
Value ($000) $8 Shares 166 Est. Cost $49.04 Unrealized +3.7%
LYFT Lyft Inc 0.0%
Value ($000) $8 Shares 200 Est. Cost $43.84 Unrealized 0.0%
UBER Uber Technologies Inc 0.0%
Value ($000) $8 Shares 300 Est. Cost $29.67 Unrealized 0.0%
Cara Therapeutics 0.0%
Value ($000) $8 Shares 515 Est. Cost $19.42 Unrealized
CNX C N X Resources Corporat 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $8.78 Unrealized -11.2%
AM Antero Midstream Corp 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $4.34 Unrealized -24.0%
ARCC Ares Capital Corp 0.0%
Value ($000) $7 Shares 400 Est. Cost $5.37 Unrealized +92.1%
Sirius Satellite Radio 0.0%
Value ($000) $7 Shares 1,082 Est. Cost $5.55 Unrealized
RWT Redwood Trust 0.0%
Value ($000) $7 Shares 447 Est. Cost $20.09 Unrealized
Direxion Shs China 3x Bull ETF 0.0%
Value ($000) $7 Shares 325 Est. Cost $21.79 Unrealized
VOD Vodafone Group PLC ADR 0.0%
Value ($000) $7 Shares 400 Est. Cost $21.45 Unrealized
GTX Garrett Motion Inc 0.0%
Value ($000) $7 Shares 702 Est. Cost $16.87 Unrealized -39.6%
QCLN First Tr Nasdaq Clean Energy 0.0%
Value ($000) $6 Shares 250 Est. Cost $24.00 Unrealized
KIM Kimco Realty 0.0%
Value ($000) $6 Shares 300 Est. Cost $11.63 Unrealized +37.0%
VGZ Vista Gold Corp 0.0%
Value ($000) $6 Shares 9,000 Est. Cost $0.87 Unrealized -16.6%
M Macys Inc 0.0%
Value ($000) $6 Shares 400 Est. Cost $21.33 Unrealized -26.6%
XYZ Square Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $70.61 Unrealized -9.5%
FNDF Schwab Fund. Intl. Large Cap 0.0%
Value ($000) $6 Shares 227 Est. Cost $31.01 Unrealized
FNDX Schwab Fund. US Large Co. 0.0%
Value ($000) $6 Shares 151 Est. Cost $33.11 Unrealized
ETSY Etsy Inc 0.0%
Value ($000) $6 Shares 150 Est. Cost $19.22 Unrealized +147.8%
Denbury Res Inc 0.0%
Value ($000) $5 Shares 4,000 Est. Cost $1.20 Unrealized
F Ford Motor 0.0%
Value ($000) $5 Shares 596 Est. Cost $8.64 Unrealized -22.6%
IONS Ionis Pharmaceutical 0.0%
Value ($000) $5 Shares 90 Est. Cost $53.96 Unrealized +10.4%
Bristol-Myers Squibb Rts 0.0%
Value ($000) $4 Shares 1,500 Est. Cost $2.67 Unrealized
NIO NIO Inc. ADR. F 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $7.00 Unrealized
Qiagen N V 0.0%
Value ($000) $4 Shares 119 Est. Cost $33.61 Unrealized
VelocityShares 3x Lng Cr Oil ETN 0.0%
Value ($000) $4 Shares 350 Est. Cost $13.50 Unrealized
FireEye Inc 0.0%
Value ($000) $4 Shares 250 Est. Cost $44.04 Unrealized
YUM YUM Brands 0.0%
Value ($000) $4 Shares 40 Est. Cost $43.30 Unrealized +113.3%
NFG National Fuel Gas Co 0.0%
Value ($000) $3 Shares 70 Est. Cost $57.91 Unrealized -21.3%
Inovio Pharma 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $9.00 Unrealized
ALC Alcon Inc 0.0%
Value ($000) $2 Shares 40 Est. Cost $57.87 Unrealized -2.4%
IEO iShares US O&G E&P ETF 0.0%
Value ($000) $2 Shares 54 Est. Cost $74.07 Unrealized
DOW Dow Inc. 0.0%
Value ($000) $2 Shares 39 Est. Cost $36.37 Unrealized +0.9%
DD Du Pont E.I. Nemours 0.0%
Value ($000) $2 Shares 39 Est. Cost $25.91 Unrealized -5.4%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.68 Unrealized +66.6%
VirnetX Holding Corp 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
RACE Ferrari N V 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.47 Unrealized +281.0%
SITE Centers Corp. 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
BE Bloom Energy Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $27.96 Unrealized -82.7%
UAA Under Armour Inc Cl A 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.47 Unrealized +34.2%