Blume Capital Management, Inc. Diversified Active

CIK: 0001587192 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 6, 2020

Total Value ($000): $180,469 (100.0% shares, 0.0% debt)

Holdings (218)

AAPL Apple 8.4%
Value ($000) $15,158 Shares 41,551 Est. Cost $19.82 Unrealized +278.8%
VTIP Vanguard Shrt Inf Prot 6.7%
Value ($000) $12,146 Shares 242,096 Est. Cost $49.11 Unrealized
GOOG Alphabet Class C 5.1%
Value ($000) $9,249 Shares 6,543 Est. Cost $39.19 Unrealized +70.9%
MSFT Microsoft 4.3%
Value ($000) $7,790 Shares 38,280 Est. Cost $30.12 Unrealized +474.5%
JNJ Johnson & Johnson 4.1%
Value ($000) $7,479 Shares 53,185 Est. Cost $69.41 Unrealized +79.0%
CMCSA Comcast 4.1%
Value ($000) $7,328 Shares 187,984 Est. Cost $26.86 Unrealized +22.0%
IBB iShares Biotech Fund 4.0%
Value ($000) $7,293 Shares 53,354 Est. Cost $150.04 Unrealized
CVS CVS Corp 3.8%
Value ($000) $6,842 Shares 105,303 Est. Cost $52.01 Unrealized +1.1%
SCHO Schwab ST US Treasury 3.7%
Value ($000) $6,749 Shares 130,723 Est. Cost $49.85 Unrealized
DIS Walt Disney 3.6%
Value ($000) $6,410 Shares 57,484 Est. Cost $101.04 Unrealized +6.7%
FDX FedEx 3.4%
Value ($000) $6,168 Shares 43,985 Est. Cost $135.79 Unrealized -16.7%
WY Weyerhaeuser Co. 3.2%
Value ($000) $5,710 Shares 254,215 Est. Cost $19.28 Unrealized -14.7%
INTC Intel 2.9%
Value ($000) $5,207 Shares 87,034 Est. Cost $35.27 Unrealized +50.8%
C Citigroup 2.7%
Value ($000) $4,841 Shares 94,745 Est. Cost $47.30 Unrealized -18.2%
SCHW Charles Schwab Corp 2.2%
Value ($000) $4,017 Shares 119,065 Est. Cost $37.81 Unrealized -12.2%
VTI Vanguard Total Stock Mkt 2.2%
Value ($000) $4,015 Shares 25,647 Est. Cost $95.92 Unrealized
ViacomCBS Inc. 2.2%
Value ($000) $3,932 Shares 168,605 Est. Cost $14.05 Unrealized
GDX VanEck Vectors Gold Miners ETF 2.0%
Value ($000) $3,663 Shares 99,860 Est. Cost $20.02 Unrealized
GS Goldman Sachs 2.0%
Value ($000) $3,623 Shares 18,335 Est. Cost $188.42 Unrealized -12.9%
COF Capital One 2.0%
Value ($000) $3,599 Shares 57,502 Est. Cost $65.88 Unrealized -14.0%
AMAT Applied Materials 1.7%
Value ($000) $3,069 Shares 50,775 Est. Cost $38.04 Unrealized +34.7%
QCOM Qualcomm 1.6%
Value ($000) $2,851 Shares 31,260 Est. Cost $44.83 Unrealized +58.3%
COST Costco Wholesale 1.5%
Value ($000) $2,744 Shares 9,050 Est. Cost $99.27 Unrealized +181.2%
RIO Rio Tinto ADR 1.3%
Value ($000) $2,400 Shares 42,725 Est. Cost $45.55 Unrealized
AMZN Amazon.com 1.2%
Value ($000) $2,196 Shares 796 Est. Cost $30.43 Unrealized +296.9%
WFC Wells Fargo & Co 1.2%
Value ($000) $2,174 Shares 84,934 Est. Cost $37.77 Unrealized -36.5%
ORCL Oracle 1.2%
Value ($000) $2,086 Shares 37,750 Est. Cost $33.72 Unrealized +45.3%
JPM JP Morgan 1.1%
Value ($000) $2,072 Shares 22,025 Est. Cost $40.93 Unrealized +99.7%
BRK/B Berkshire Hathaway B 1.1%
Value ($000) $2,018 Shares 11,305 Est. Cost $120.10 Unrealized +52.1%
META Facebook 1.0%
Value ($000) $1,894 Shares 8,340 Est. Cost $134.77 Unrealized +53.8%
DHI D R Horton Co 1.0%
Value ($000) $1,833 Shares 33,050 Est. Cost $47.89 Unrealized -4.3%
AVB Avalonbay Communities 1.0%
Value ($000) $1,740 Shares 11,255 Est. Cost $161.66 Unrealized -19.8%
MU Micron Technology 0.7%
Value ($000) $1,343 Shares 26,075 Est. Cost $38.28 Unrealized +20.2%
CL Colgate Palmolive Co. 0.7%
Value ($000) $1,239 Shares 16,917 Est. Cost $51.11 Unrealized +22.0%
HON Honeywell International 0.5%
Value ($000) $983 Shares 6,800 Est. Cost $64.03 Unrealized +84.1%
V Visa Inc Cl A 0.5%
Value ($000) $978 Shares 5,061 Est. Cost $107.60 Unrealized +63.1%
HAS Hasbro Inc 0.5%
Value ($000) $892 Shares 11,907 Est. Cost $68.83 Unrealized -15.6%
XOM Exxon 0.5%
Value ($000) $863 Shares 19,301 Est. Cost $56.28 Unrealized -38.1%
KO Coca Cola 0.5%
Value ($000) $858 Shares 19,200 Est. Cost $27.93 Unrealized +38.7%
GOOGL Alphabet Inc Class A 0.5%
Value ($000) $818 Shares 577 Est. Cost $40.00 Unrealized +67.3%
BAC Bank of America 0.4%
Value ($000) $644 Shares 27,111 Est. Cost $20.00 Unrealized +2.9%
VTEB Vanguard Muni Bnd ETF 0.3%
Value ($000) $555 Shares 10,250 Est. Cost $51.55 Unrealized
SLB Schlumberger 0.3%
Value ($000) $535 Shares 29,098 Est. Cost $37.86 Unrealized -59.1%
VCSH Vanguard ST Corporate Bond ETF 0.3%
Value ($000) $528 Shares 6,387 Est. Cost $79.57 Unrealized
SBUX Starbucks 0.3%
Value ($000) $486 Shares 6,600 Est. Cost $37.60 Unrealized +76.4%
CVX Chevron 0.3%
Value ($000) $454 Shares 5,086 Est. Cost $72.50 Unrealized -3.7%
WTRG Essential Utils Inc. 0.2%
Value ($000) $422 Shares 10,000 Est. Cost $47.18 Unrealized -10.5%
XBI SPDR S&P Biotech ETF 0.2%
Value ($000) $334 Shares 2,980 Est. Cost $89.55 Unrealized
UNP Union Pacific 0.2%
Value ($000) $304 Shares 1,800 Est. Cost $108.21 Unrealized +30.7%
GLD Streetracks Gold TRUST 0.2%
Value ($000) $298 Shares 1,780 Est. Cost $126.44 Unrealized
DSI iShares KLD 400 Social Index 0.2%
Value ($000) $295 Shares 2,496 Est. Cost $82.07 Unrealized
HRL Hormel Foods Corp 0.1%
Value ($000) $270 Shares 5,600 Est. Cost $25.61 Unrealized +59.3%
GILD Gilead Sciences 0.1%
Value ($000) $258 Shares 3,350 Est. Cost $62.91 Unrealized -2.3%
AMT Amern Tower Corp Class A 0.1%
Value ($000) $220 Shares 850 Est. Cost $112.31 Unrealized +87.5%
BKNG Booking Holdings Inc 0.1%
Value ($000) $218 Shares 137 Est. Cost $1933.58 Unrealized -22.5%
Twitter Inc 0.1%
Value ($000) $209 Shares 7,000 Est. Cost $30.79 Unrealized
PFE Pfizer 0.1%
Value ($000) $205 Shares 6,274 Est. Cost $18.08 Unrealized +43.8%
CSCO Cisco Systems 0.1%
Value ($000) $199 Shares 4,263 Est. Cost $16.61 Unrealized +122.8%
LYFT Lyft Inc 0.1%
Value ($000) $193 Shares 5,850 Est. Cost $39.85 Unrealized -20.7%
LibertySirius 0.1%
Value ($000) $193 Shares 5,600 Est. Cost $32.65 Unrealized
T AT&T Inc. 0.1%
Value ($000) $192 Shares 6,337 Est. Cost $13.23 Unrealized +17.1%
General Electric 0.1%
Value ($000) $186 Shares 27,274 Est. Cost $24.20 Unrealized
PEP Pepsico 0.1%
Value ($000) $185 Shares 1,400 Est. Cost $77.08 Unrealized +43.7%
VCIT Vanguard Corp Bond ETF 0.1%
Value ($000) $181 Shares 1,904 Est. Cost $82.80 Unrealized
BMY Bristol-Myers 0.1%
Value ($000) $177 Shares 3,004 Est. Cost $40.35 Unrealized +18.8%
SCHZ Schwab US Aggregate Bond 0.1%
Value ($000) $170 Shares 3,016 Est. Cost $52.06 Unrealized
UBS UBS AG 0.1%
Value ($000) $162 Shares 14,000 Est. Cost $11.19 Unrealized -7.9%
DE Deere & Co 0.1%
Value ($000) $157 Shares 1,000 Est. Cost $70.09 Unrealized +91.5%
MMM 3M Company 0.1%
Value ($000) $156 Shares 1,000 Est. Cost $93.71 Unrealized +9.3%
VGSH Vanguard Short Term 0.1%
Value ($000) $156 Shares 2,500 Est. Cost $60.15 Unrealized
VZ Verizon Communications 0.1%
Value ($000) $155 Shares 2,810 Est. Cost $28.44 Unrealized +43.3%
BlackRock Inc. 0.1%
Value ($000) $150 Shares 275 Est. Cost $448.28 Unrealized
UBER Uber Technologies Inc 0.1%
Value ($000) $149 Shares 4,800 Est. Cost $32.72 Unrealized -4.8%
AXP American Express Co. 0.1%
Value ($000) $143 Shares 1,500 Est. Cost $71.33 Unrealized +20.0%
LQD iShares Investment Grade Bond ETF 0.1%
Value ($000) $135 Shares 1,000 Est. Cost $119.97 Unrealized
TRV Travelers Group Inc 0.1%
Value ($000) $131 Shares 1,150 Est. Cost $76.12 Unrealized +22.9%
PYPL Paypal Holdings Inco 0.1%
Value ($000) $122 Shares 700 Est. Cost $55.78 Unrealized +147.2%
PG Procter & Gamble 0.1%
Value ($000) $120 Shares 1,000 Est. Cost $63.80 Unrealized +59.1%
BDX Becton Dickinson 0.1%
Value ($000) $120 Shares 500 Est. Cost $86.50 Unrealized +154.7%
Lam Research Corp 0.1%
Value ($000) $118 Shares 365 Est. Cost $186.30 Unrealized
iShares Gold TRUST 0.1%
Value ($000) $114 Shares 6,692 Est. Cost $13.74 Unrealized
AEP American Electric Pwr Co Inc 0.1%
Value ($000) $112 Shares 1,411 Est. Cost $47.09 Unrealized +41.5%
CRM Salesforce.com 0.1%
Value ($000) $112 Shares 600 Est. Cost $90.89 Unrealized +83.2%
ADBE Adobe 0.1%
Value ($000) $109 Shares 250 Est. Cost $149.24 Unrealized +148.3%
WMT Wal-Mart 0.1%
Value ($000) $108 Shares 900 Est. Cost $20.29 Unrealized +87.6%
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $108 Shares 627 Est. Cost $126.42 Unrealized
MRK Merck 0.1%
Value ($000) $108 Shares 1,400 Est. Cost $39.89 Unrealized +57.6%
IBM IBM 0.1%
Value ($000) $101 Shares 840 Est. Cost $102.40 Unrealized -10.7%
AVGO Broadcom Ltd 0.1%
Value ($000) $95 Shares 300 Est. Cost $18.33 Unrealized +33.8%
AMGN Amgen 0.1%
Value ($000) $94 Shares 400 Est. Cost $101.29 Unrealized +89.2%
MA Mastercard Inc 0.0%
Value ($000) $89 Shares 300 Est. Cost $76.31 Unrealized +258.2%
DHR Danaher Corp 0.0%
Value ($000) $86 Shares 485 Est. Cost $71.08 Unrealized +97.0%
NYT New York Times Class A 0.0%
Value ($000) $84 Shares 2,000 Est. Cost $17.93 Unrealized +92.1%
FBIN Fortune Brands Hm & Sec 0.0%
Value ($000) $82 Shares 1,280 Est. Cost $33.00 Unrealized +29.5%
EMR Emerson Electric 0.0%
Value ($000) $81 Shares 1,300 Est. Cost $54.25 Unrealized -7.3%
TFI Spdr Nuveen Barclays Mun 0.0%
Value ($000) $79 Shares 1,536 Est. Cost $50.78 Unrealized
EXEL Exelixis Inc 0.0%
Value ($000) $76 Shares 3,200 Est. Cost $17.83 Unrealized +30.0%
HD Home Depot 0.0%
Value ($000) $75 Shares 300 Est. Cost $70.46 Unrealized +183.5%
Durect Corp 0.0%
Value ($000) $72 Shares 31,000 Est. Cost $1.04 Unrealized
AFL Aflac Inc. 0.0%
Value ($000) $72 Shares 2,000 Est. Cost $30.70 Unrealized +2.9%
Cloudera 0.0%
Value ($000) $72 Shares 5,650 Est. Cost $14.93 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $70 Shares 971 Est. Cost $59.31 Unrealized +5.6%
SHM SPDR Nuv Blmbrg ST Nat Muni 0.0%
Value ($000) $67 Shares 1,348 Est. Cost $48.47 Unrealized
DVN Devon Energy 0.0%
Value ($000) $66 Shares 5,832 Est. Cost $23.45 Unrealized -64.2%
BAX Baxter International Inc 0.0%
Value ($000) $65 Shares 750 Est. Cost $29.26 Unrealized +165.4%
KHC Kraft Heinz Company 0.0%
Value ($000) $64 Shares 2,000 Est. Cost $20.68 Unrealized +11.6%
EEM Ishares MSCI EM ETF 0.0%
Value ($000) $60 Shares 1,500 Est. Cost $44.86 Unrealized
BK Bank of New York 0.0%
Value ($000) $58 Shares 1,500 Est. Cost $43.05 Unrealized -27.8%
Cerner Corp. 0.0%
Value ($000) $58 Shares 844 Est. Cost $57.32 Unrealized
LMT Lockheed Martin 0.0%
Value ($000) $55 Shares 150 Est. Cost $137.24 Unrealized +135.9%
WOOD iShares Global Timber 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $57.13 Unrealized
SHY iShares Treasury Barclays Bond ETF 0.0%
Value ($000) $52 Shares 600 Est. Cost $84.51 Unrealized
BIL SPDR Bloomberg Barclays 0.0%
Value ($000) $46 Shares 500 Est. Cost $91.18 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $46 Shares 100 Est. Cost $31.29 Unrealized +36.0%
STZ Constellation Brands 0.0%
Value ($000) $44 Shares 250 Est. Cost $173.61 Unrealized -12.5%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $43 Shares 140 Est. Cost $257.14 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $43 Shares 700 Est. Cost $32.89 Unrealized +51.7%
SCHG Schwab US Large Cap 0.0%
Value ($000) $41 Shares 400 Est. Cost $55.56 Unrealized
USB U S Bancorp 0.0%
Value ($000) $41 Shares 1,102 Est. Cost $31.36 Unrealized -11.2%
PRF Invesco FTSE RAFI US 1000 0.0%
Value ($000) $40 Shares 367 Est. Cost $119.89 Unrealized
VONG Vanguard Russell 1000 Growth 0.0%
Value ($000) $39 Shares 200 Est. Cost $153.33 Unrealized
CLX Clorox 0.0%
Value ($000) $38 Shares 175 Est. Cost $63.81 Unrealized +164.4%
MCD McDonald Corp. 0.0%
Value ($000) $37 Shares 200 Est. Cost $79.64 Unrealized +102.2%
QQQ Invesco QQQ Trust- Nasdaq 100 ETF 0.0%
Value ($000) $37 Shares 150 Est. Cost $184.00 Unrealized
Walgreens Boots Allianc 0.0%
Value ($000) $36 Shares 850 Est. Cost $76.25 Unrealized
Crescent Pt Energy 0.0%
Value ($000) $36 Shares 21,920 Est. Cost $1.58 Unrealized
TJX TJX Companies Inc. 0.0%
Value ($000) $35 Shares 700 Est. Cost $38.92 Unrealized +19.8%
IP International Paper 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $32.66 Unrealized -24.1%
TSLA Tesla Motors Inc 0.0%
Value ($000) $33 Shares 31 Est. Cost $17.50 Unrealized +209.2%
SCHA Schwab US Small Cap ETF 0.0%
Value ($000) $33 Shares 508 Est. Cost $61.81 Unrealized
Parsley Energy 0.0%
Value ($000) $32 Shares 3,000 Est. Cost $5.67 Unrealized
BKR Baker Hughes GE 0.0%
Value ($000) $31 Shares 2,000 Est. Cost $15.41 Unrealized -18.8%
ABBV AbbVie Inc. 0.0%
Value ($000) $31 Shares 314 Est. Cost $53.31 Unrealized +32.2%
XLK Sector SPDR Tech Select ETF 0.0%
Value ($000) $29 Shares 280 Est. Cost $78.57 Unrealized
EIX Edison International 0.0%
Value ($000) $27 Shares 500 Est. Cost $40.28 Unrealized +10.7%
FTV Fortive Corporation 0.0%
Value ($000) $27 Shares 400 Est. Cost $40.21 Unrealized -5.3%
VYM Vanguard High Dividend 0.0%
Value ($000) $27 Shares 340 Est. Cost $70.59 Unrealized
Inovio Pharma 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $9.00 Unrealized
Intra-Cellular Therapies 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $18.00 Unrealized
VMBS Vanguard Mortgage Backed Sec ETF 0.0%
Value ($000) $26 Shares 477 Est. Cost $51.23 Unrealized
CVE Cenovus Energy 0.0%
Value ($000) $26 Shares 5,640 Est. Cost $8.31 Unrealized -58.2%
ROST Ross Stores Inc 0.0%
Value ($000) $26 Shares 300 Est. Cost $41.56 Unrealized +106.2%
SCHV Schwab US Large Cap 0.0%
Value ($000) $25 Shares 500 Est. Cost $47.88 Unrealized
EOG Eog Resources Inc. 0.0%
Value ($000) $25 Shares 500 Est. Cost $44.75 Unrealized -16.5%
VO Vanguard Mid Cap Blend ETF 0.0%
Value ($000) $23 Shares 139 Est. Cost $132.35 Unrealized
CNX C N X Resources Corporat 0.0%
Value ($000) $23 Shares 2,700 Est. Cost $7.82 Unrealized +28.7%
Concho Resources Inc 0.0%
Value ($000) $22 Shares 424 Est. Cost $64.24 Unrealized
SHV iShares Short Treasury 0.0%
Value ($000) $22 Shares 200 Est. Cost $110.44 Unrealized
UAL United Contl Hldgs Inc 0.0%
Value ($000) $18 Shares 530 Est. Cost $66.12 Unrealized -54.7%
EXAS Exact Sciences Corporati 0.0%
Value ($000) $18 Shares 210 Est. Cost $113.94 Unrealized -29.9%
SCHM Schwab U.S. Mid Cap ETF 0.0%
Value ($000) $18 Shares 350 Est. Cost $44.65 Unrealized
CBRE Real Estate Income Fund 0.0%
Value ($000) $18 Shares 3,000 Est. Cost $7.93 Unrealized
Nuveen Insured Calif Tax 0.0%
Value ($000) $18 Shares 1,200 Est. Cost $17.13 Unrealized
NVS Novartis A G Spon Adr 0.0%
Value ($000) $17 Shares 200 Est. Cost $88.25 Unrealized
ISRG Intuitive Surgical New 0.0%
Value ($000) $17 Shares 30 Est. Cost $119.75 Unrealized +49.7%
ARCC Ares Capital Corp 0.0%
Value ($000) $16 Shares 1,100 Est. Cost $7.36 Unrealized +7.3%
ETSY Etsy Inc 0.0%
Value ($000) $16 Shares 150 Est. Cost $19.22 Unrealized +284.8%
Hanesbrands Inc 0.0%
Value ($000) $16 Shares 1,400 Est. Cost $9.81 Unrealized
PBI Pitney Bowes Inc 0.0%
Value ($000) $15 Shares 5,600 Est. Cost $21.51 Unrealized -88.4%
LUV Southwest Airlines Co 0.0%
Value ($000) $14 Shares 400 Est. Cost $33.13 Unrealized -10.8%
EMN Eastman Chemical Co. 0.0%
Value ($000) $14 Shares 200 Est. Cost $55.62 Unrealized -7.0%
IQV Iqvia Holdings Inc 0.0%
Value ($000) $14 Shares 100 Est. Cost $101.80 Unrealized +33.1%
BSV Vanguard Bond Index Fund 0.0%
Value ($000) $14 Shares 164 Est. Cost $81.20 Unrealized
VGZ Vista Gold Corp 0.0%
Value ($000) $13 Shares 15,500 Est. Cost $0.81 Unrealized -2.5%
REZI Resideo Technologies Inc 0.0%
Value ($000) $13 Shares 1,102 Est. Cost $21.34 Unrealized -67.4%
CORT Corcept Therapeutics Inc 0.0%
Value ($000) $12 Shares 700 Est. Cost $2.02 Unrealized +594.9%
VGT Vanguard Information 0.0%
Value ($000) $11 Shares 40 Est. Cost $200.00 Unrealized
XYZ Square Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $70.61 Unrealized +8.4%
VUG Vanguard Growth ETF 0.0%
Value ($000) $9 Shares 45 Est. Cost $133.33 Unrealized
MET Metlife 0.0%
Value ($000) $9 Shares 250 Est. Cost $31.31 Unrealized -7.5%
BA Boeing 0.0%
Value ($000) $9 Shares 50 Est. Cost $110.65 Unrealized +38.9%
Cara Therapeutics 0.0%
Value ($000) $9 Shares 515 Est. Cost $19.42 Unrealized
GM General Motors 0.0%
Value ($000) $9 Shares 351 Est. Cost $25.81 Unrealized -9.1%
AWK American Water Works Co 0.0%
Value ($000) $8 Shares 60 Est. Cost $115.44 Unrealized -3.1%
Penn Virginia Corp 0.0%
Value ($000) $8 Shares 850 Est. Cost $9.41 Unrealized
CPRT Copart Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $19.41 Unrealized +3.4%
CTVA Corteva Inc. 0.0%
Value ($000) $7 Shares 266 Est. Cost $25.02 Unrealized -2.7%
TSLX Sixth Street Specialty Lending Inc. 0.0%
Value ($000) $7 Shares 450 Est. Cost $16.62 Unrealized 0.0%
ENB Enbridge Inc 0.0%
Value ($000) $7 Shares 246 Est. Cost $20.25 Unrealized +4.2%
DAL Delta Air Lines Inc. 0.0%
Value ($000) $7 Shares 250 Est. Cost $48.02 Unrealized -48.5%
QCLN First Tr Nasdaq Clean Energy 0.0%
Value ($000) $7 Shares 250 Est. Cost $24.00 Unrealized
UGI U G I Corporation New 0.0%
Value ($000) $7 Shares 223 Est. Cost $49.97 Unrealized -39.3%
SU Suncor Energy Inc 0.0%
Value ($000) $7 Shares 400 Est. Cost $20.77 Unrealized -33.9%
VOD Vodafone Group PLC ADR 0.0%
Value ($000) $6 Shares 400 Est. Cost $21.45 Unrealized
Sirius Satellite Radio 0.0%
Value ($000) $6 Shares 1,082 Est. Cost $5.55 Unrealized
FNDX Schwab Fund. US Large Co. 0.0%
Value ($000) $6 Shares 151 Est. Cost $33.11 Unrealized
GSBD Goldman Sachs B D C Inc 0.0%
Value ($000) $6 Shares 350 Est. Cost $18.90 Unrealized -18.3%
HAL Halliburton 0.0%
Value ($000) $6 Shares 500 Est. Cost $9.78 Unrealized 0.0%
ECC Eagle Point Credit Co. 0.0%
Value ($000) $5 Shares 750 Est. Cost $6.67 Unrealized
GDXJ MV Junior Gold Miners ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $35.00 Unrealized
IONS Ionis Pharmaceutical 0.0%
Value ($000) $5 Shares 90 Est. Cost $53.96 Unrealized +3.1%
Qiagen N V 0.0%
Value ($000) $5 Shares 119 Est. Cost $33.61 Unrealized
FNDF Schwab Fund. Intl. Large Cap 0.0%
Value ($000) $5 Shares 227 Est. Cost $31.01 Unrealized
Bristol-Myers Squibb Rts 0.0%
Value ($000) $5 Shares 1,500 Est. Cost $2.67 Unrealized
Soliton Inc 0.0%
Value ($000) $5 Shares 700 Est. Cost $7.14 Unrealized
BTE Baytex Energy 0.0%
Value ($000) $4 Shares 8,500 Est. Cost $0.34 Unrealized 0.0%
GTX Garrett Motion Inc 0.0%
Value ($000) $4 Shares 702 Est. Cost $16.87 Unrealized -71.1%
F Ford Motor 0.0%
Value ($000) $4 Shares 597 Est. Cost $8.64 Unrealized -51.4%
KIM Kimco Realty 0.0%
Value ($000) $4 Shares 300 Est. Cost $11.63 Unrealized -24.2%
Velocityshares 3x Long Silver ETN 0.0%
Value ($000) $4 Shares 60 Est. Cost $66.67 Unrealized
NFG National Fuel Gas Co 0.0%
Value ($000) $3 Shares 70 Est. Cost $57.91 Unrealized -29.5%
YUM YUM Brands 0.0%
Value ($000) $3 Shares 40 Est. Cost $43.30 Unrealized +77.5%
Royal Dutch Shell B ADR 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
RWT Redwood Trust 0.0%
Value ($000) $3 Shares 448 Est. Cost $20.09 Unrealized
HollyFrontier Corp 0.0%
Value ($000) $3 Shares 96 Est. Cost $20.83 Unrealized
FireEye Inc 0.0%
Value ($000) $3 Shares 250 Est. Cost $44.04 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $2 Shares 40 Est. Cost $26.68 Unrealized +76.8%
Western Asset Mortgage 0.0%
Value ($000) $2 Shares 800 Est. Cost $1.25 Unrealized
ALC Alcon Inc 0.0%
Value ($000) $2 Shares 40 Est. Cost $57.87 Unrealized -3.5%
RIG Transocean Ltd. 0.0%
Value ($000) $2 Shares 950 Est. Cost $5.16 Unrealized -69.9%
TS Tenaris S A 0.0%
Value ($000) $2 Shares 150 Est. Cost $6.67 Unrealized
RRC Range Resources 0.0%
Value ($000) $2 Shares 300 Est. Cost $5.55 Unrealized 0.0%
BE Bloom Energy Corp 0.0%
Value ($000) $1 Shares 100 Est. Cost $27.96 Unrealized -72.1%
VirnetX Holding Corp 0.0%
Value ($000) $1 Shares 200 Est. Cost Unrealized
UAA Under Armour Inc Cl A 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.47 Unrealized -34.4%
SITE Centers Corp. 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
Portola Pharmaceuticals 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $26.00 Unrealized
RACE Ferrari N V 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.47 Unrealized +279.5%