Heritage Wealth Advisors Diversified Active

CIK: 0001591122 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 6, 2019

Total Value ($000): $608,586,272 (100.0% shares, 0.0% debt)

Holdings (451)

IVV IShares S&P 500 Index 29.4%
Value ($000) $178,648,863 Shares 627,807 Est. Cost $264.20 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 12.9%
Value ($000) $78,381,979 Shares 750,498 Est. Cost $30746.97 Unrealized
IWM Ishares Russell 2000 7.7%
Value ($000) $46,790,385 Shares 305,640 Est. Cost $18366.44 Unrealized
IEFA iShares Core MSCI EAFE 5.1%
Value ($000) $31,059,352 Shares 511,097 Est. Cost $3584.02 Unrealized
SCHP Schwab US Tips ETF 3.7%
Value ($000) $22,653,243 Shares 411,877 Est. Cost $53.25 Unrealized
MKL Markel Corp 3.1%
Value ($000) $18,961,436 Shares 19,033 Est. Cost $1047.47 Unrealized -3.1%
IWS iShares Russell Midcap Value 2.8%
Value ($000) $16,968,663 Shares 195,356 Est. Cost $2180.27 Unrealized
ITB iShares US Home Construction 2.7%
Value ($000) $16,720,676 Shares 474,480 Est. Cost $35240.00 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 1.9%
Value ($000) $11,415,189 Shares 220,754 Est. Cost $51710.00 Unrealized
VIG Vanguard Dividend Appreciation 1.6%
Value ($000) $9,661,144 Shares 88,117 Est. Cost $95.77 Unrealized
NEAR iShares Short Maturity Bond ETF 1.6%
Value ($000) $9,498,435 Shares 189,061 Est. Cost $50.17 Unrealized
PM Philip Morris Intl Inc 1.0%
Value ($000) $6,170,110 Shares 69,806 Est. Cost $49.18 Unrealized +14.0%
MO Altria Group Inc 1.0%
Value ($000) $5,976,479 Shares 104,065 Est. Cost $22.25 Unrealized +33.5%
MSFT Microsoft Corp 1.0%
Value ($000) $5,904,699 Shares 50,065 Est. Cost $71.47 Unrealized +43.1%
AAPL Apple Computer Inc 0.8%
Value ($000) $4,917,881 Shares 25,890 Est. Cost $28.90 Unrealized +39.9%
PEP Pepsico Incorporated 0.8%
Value ($000) $4,900,216 Shares 39,985 Est. Cost $73.88 Unrealized +25.1%
XOM Exxon Mobil Corporation 0.8%
Value ($000) $4,818,479 Shares 59,635 Est. Cost $56.14 Unrealized -1.3%
IJH iShares Core S&P Mid Cap ETF 0.8%
Value ($000) $4,795,453 Shares 25,319 Est. Cost $166.05 Unrealized
IWN Ishares Russell 2000 Value ETF 0.7%
Value ($000) $4,478,984 Shares 37,356 Est. Cost $107.54 Unrealized
BRK/B Berkshire Hathaway Cl B 0.7%
Value ($000) $4,327,572 Shares 21,542 Est. Cost $157.63 Unrealized +28.1%
JNJ Johnson & Johnson 0.7%
Value ($000) $4,081,451 Shares 29,197 Est. Cost $92.08 Unrealized +19.8%
SPY SPDR S&P 500 Index 0.7%
Value ($000) $4,054,930 Shares 14,355 Est. Cost $216.21 Unrealized
JPMorgan Alerian MLP ETN 0.7%
Value ($000) $4,010,565 Shares 157,215 Est. Cost $17539.09 Unrealized
WMT Wal Mart Stores Inc 0.6%
Value ($000) $3,414,755 Shares 35,012 Est. Cost $23.56 Unrealized +24.1%
MRK Merck & Co Inc 0.6%
Value ($000) $3,408,642 Shares 40,984 Est. Cost $44.21 Unrealized +36.4%
DIS Disney Walt Co 0.5%
Value ($000) $3,277,986 Shares 29,523 Est. Cost $93.48 Unrealized +15.4%
AMGN Amgen Incorporated 0.5%
Value ($000) $3,045,088 Shares 16,028 Est. Cost $124.27 Unrealized +24.5%
UNP Union Pacific Corp 0.5%
Value ($000) $3,021,524 Shares 18,071 Est. Cost $95.11 Unrealized +45.2%
PFE Pfizer Incorporated 0.5%
Value ($000) $2,896,084 Shares 68,191 Est. Cost $22.28 Unrealized +31.3%
UPS United Parcel Service B 0.5%
Value ($000) $2,884,834 Shares 25,817 Est. Cost $78.04 Unrealized +3.7%
UNH Unitedhealth Group Inc 0.4%
Value ($000) $2,731,151 Shares 11,046 Est. Cost $163.47 Unrealized +39.3%
GOOG Alphabet Inc. Class C 0.4%
Value ($000) $2,695,093 Shares 2,297 Est. Cost $46.82 Unrealized +18.9%
United Technologies Corp 0.4%
Value ($000) $2,640,432 Shares 20,486 Est. Cost $23942.26 Unrealized
MA Mastercard Inc 0.4%
Value ($000) $2,371,923 Shares 10,074 Est. Cost $206.77 Unrealized +0.2%
USB U S Bancorp Del New 0.3%
Value ($000) $2,065,929 Shares 42,870 Est. Cost $37.49 Unrealized +0.3%
Suntrust Banks Inc 0.3%
Value ($000) $2,059,886 Shares 34,766 Est. Cost $47.47 Unrealized
CSX C S X Corp 0.3%
Value ($000) $1,691,755 Shares 22,611 Est. Cost $7.46 Unrealized +182.9%
MDLZ Mondelez Intl Inc Cl A 0.3%
Value ($000) $1,621,152 Shares 32,475 Est. Cost $27.30 Unrealized +42.0%
V Visa Inc 0.3%
Value ($000) $1,552,997 Shares 9,943 Est. Cost $81.75 Unrealized +68.0%
Union Bankshares Corp 0.3%
Value ($000) $1,539,046 Shares 47,604 Est. Cost $37.69 Unrealized
D Dominion Res Inc Va New 0.2%
Value ($000) $1,454,879 Shares 18,978 Est. Cost $41.74 Unrealized +29.1%
BIP Brookfield Infra Ptnrs 0.2%
Value ($000) $1,375,430 Shares 32,850 Est. Cost $39.87 Unrealized
EPD Enterprise Prd Prtnrs Lp 0.2%
Value ($000) $1,335,661 Shares 45,899 Est. Cost $27.74 Unrealized
WMB Williams Companies 0.2%
Value ($000) $1,302,969 Shares 45,368 Est. Cost $19.20 Unrealized -5.0%
GOOGL Alphabet Inc. Class A 0.2%
Value ($000) $1,299,287 Shares 1,104 Est. Cost $38.01 Unrealized +47.4%
XLV Sector Spdr Health Fund 0.2%
Value ($000) $1,286,206 Shares 14,019 Est. Cost $86.48 Unrealized
Magellan Midstream Ptnrs 0.2%
Value ($000) $1,273,897 Shares 21,011 Est. Cost $74.57 Unrealized
ITOT iShares Core S&P Total US Stock Mkt 0.2%
Value ($000) $1,198,162 Shares 18,605 Est. Cost $56.74 Unrealized
VTI Vanguard Total Stock Mkt 0.2%
Value ($000) $1,185,175 Shares 8,190 Est. Cost $137.36 Unrealized
META Facebook Inc Class A 0.2%
Value ($000) $1,172,831 Shares 7,036 Est. Cost $140.33 Unrealized +12.5%
ET Energy Transfer Equity LP 0.2%
Value ($000) $1,171,993 Shares 76,252 Est. Cost $18.89 Unrealized
PAA Plains All Amern Ppln Lp 0.2%
Value ($000) $1,152,999 Shares 47,042 Est. Cost $28.92 Unrealized
IWB Ishares Tr Russell 0.2%
Value ($000) $1,128,706 Shares 7,100 Est. Cost $6849.97 Unrealized
MPLX MPLX LP 0.2%
Value ($000) $1,094,513 Shares 33,278 Est. Cost $35.70 Unrealized
Brookfield Asset Mgmt 0.2%
Value ($000) $1,054,757 Shares 22,610 Est. Cost $41.67 Unrealized
CVX Chevron Corporation 0.2%
Value ($000) $1,008,598 Shares 8,188 Est. Cost $73.10 Unrealized +19.6%
EFA iShares MSCI EAFE 0.2%
Value ($000) $996,249 Shares 15,360 Est. Cost $760.79 Unrealized
AMZN Amazon Com Inc 0.2%
Value ($000) $927,771 Shares 521 Est. Cost $42.65 Unrealized +95.1%
KO Coca Cola Company 0.2%
Value ($000) $913,260 Shares 19,489 Est. Cost $29.95 Unrealized +26.1%
1/100 Berkshire Htwy Cla 0.1%
Value ($000) $903,645 Shares 300 Est. Cost $3200.00 Unrealized
VZ Verizon Communications 0.1%
Value ($000) $903,447 Shares 15,279 Est. Cost $32.90 Unrealized +18.4%
BAC Bank Of America Corp 0.1%
Value ($000) $889,088 Shares 32,225 Est. Cost $12.66 Unrealized +88.7%
AGG Ishares Barclays Aggregate Bond 0.1%
Value ($000) $827,103 Shares 7,583 Est. Cost $8384.44 Unrealized
RJF Raymond James Finl Inc 0.1%
Value ($000) $820,343 Shares 10,202 Est. Cost $55.11 Unrealized -12.7%
MCD Mc Donalds Corp 0.1%
Value ($000) $758,461 Shares 3,994 Est. Cost $85.87 Unrealized +80.0%
CSCO Cisco Systems Inc 0.1%
Value ($000) $749,165 Shares 13,876 Est. Cost $22.99 Unrealized +71.9%
UDR Utd Dominion Rlty Tr Inc 0.1%
Value ($000) $736,952 Shares 16,211 Est. Cost $16.71 Unrealized +102.2%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $677,254 Shares 4,719 Est. Cost $88.74 Unrealized +31.9%
VXUS Vanguard Total International Stock ETF 0.1%
Value ($000) $647,868 Shares 12,483 Est. Cost $56.78 Unrealized
SYY Sysco Corporation 0.1%
Value ($000) $623,338 Shares 9,337 Est. Cost $26.93 Unrealized +101.0%
Tri Continental Corp 0.1%
Value ($000) $597,931 Shares 22,735 Est. Cost $19.97 Unrealized
IBM Intl Business Machines 0.1%
Value ($000) $560,026 Shares 3,969 Est. Cost $104.28 Unrealized -9.2%
JPM Jpmorgan Chase & Co 0.1%
Value ($000) $548,127 Shares 5,415 Est. Cost $53.07 Unrealized +60.8%
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $544,715 Shares 4,015 Est. Cost $84.33 Unrealized
APD Air Prod & Chemicals Inc 0.1%
Value ($000) $544,236 Shares 2,850 Est. Cost $84.78 Unrealized +71.8%
Dowdupont Inc 0.1%
Value ($000) $528,195 Shares 9,908 Est. Cost $66.74 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $524,627 Shares 2,734 Est. Cost $119.68 Unrealized +29.3%
DEO Diageo Plc New Adr 0.1%
Value ($000) $515,699 Shares 3,152 Est. Cost $138.78 Unrealized
LOW Lowes Companies Inc 0.1%
Value ($000) $511,784 Shares 4,675 Est. Cost $69.92 Unrealized +25.9%
FFXDF Fairfax India Ho-Sub Com Sub Vtg Shs Isi 0.1%
Value ($000) $506,800 Shares 36,200 Est. Cost $15.95 Unrealized -16.8%
GVI iShares Interm Government Credit Bd 0.1%
Value ($000) $502,142 Shares 4,554 Est. Cost $110.71 Unrealized
BIIB Biogen Idec Inc 0.1%
Value ($000) $500,653 Shares 2,118 Est. Cost $260.68 Unrealized +20.8%
HON Honeywell International 0.1%
Value ($000) $496,466 Shares 3,124 Est. Cost $87.16 Unrealized +39.0%
TE Connectivity Ltd 0.1%
Value ($000) $462,859 Shares 5,732 Est. Cost $75.87 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $457,466 Shares 1,283 Est. Cost $19.49 Unrealized +77.9%
Bb&T Corporation 0.1%
Value ($000) $449,713 Shares 9,665 Est. Cost $40.11 Unrealized
PG Procter & Gamble 0.1%
Value ($000) $446,811 Shares 4,294 Est. Cost $61.91 Unrealized +32.6%
INTC Intel Corp 0.1%
Value ($000) $443,586 Shares 8,260 Est. Cost $32.18 Unrealized +36.2%
MMM 3m Company 0.1%
Value ($000) $428,928 Shares 2,064 Est. Cost $100.20 Unrealized +30.8%
DUK Duke Energy New 0.1%
Value ($000) $421,020 Shares 4,678 Est. Cost $54.33 Unrealized +23.1%
ADP Auto Data Processing 0.1%
Value ($000) $416,120 Shares 2,605 Est. Cost $69.77 Unrealized +79.8%
Community Bankers Trust Corp 0.1%
Value ($000) $412,116 Shares 56,300 Est. Cost $4.60 Unrealized
Stanley Furniture New 0.1%
Value ($000) $407,470 Shares 783,597 Est. Cost $0.49 Unrealized
Ingersoll-Rand PLC 0.1%
Value ($000) $407,187 Shares 3,772 Est. Cost $63.31 Unrealized
NSC Norfolk Southern Corp 0.1%
Value ($000) $389,666 Shares 2,085 Est. Cost $82.61 Unrealized +82.1%
GD General Dynamics Corp 0.1%
Value ($000) $385,620 Shares 2,278 Est. Cost $91.09 Unrealized +57.8%
EMR Emerson Electric Co 0.1%
Value ($000) $383,432 Shares 5,600 Est. Cost $47.51 Unrealized +17.9%
BA Boeing Co 0.1%
Value ($000) $366,545 Shares 961 Est. Cost $241.54 Unrealized +55.3%
ABBV Abbvie Inc Com Usd0.01 0.1%
Value ($000) $353,710 Shares 4,389 Est. Cost $43.60 Unrealized +39.9%
IYK iShares US Consumer Goods 0.1%
Value ($000) $334,460 Shares 2,800 Est. Cost $118.57 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $331,100 Shares 4,454 Est. Cost $46.08 Unrealized +28.6%
TMO Thermo Electron Corp 0.1%
Value ($000) $324,084 Shares 1,184 Est. Cost $165.89 Unrealized +47.3%
MCHP Microchip Technology Inc 0.1%
Value ($000) $316,358 Shares 3,813 Est. Cost $16.29 Unrealized +123.6%
KHC Kraft Heinz Co Com 0.1%
Value ($000) $315,040 Shares 9,649 Est. Cost $49.07 Unrealized -40.7%
IUSG iShares Russell 3000 Growth 0.1%
Value ($000) $313,664 Shares 5,200 Est. Cost $61.83 Unrealized
BR Broadridge Finl Solution 0.1%
Value ($000) $313,351 Shares 3,022 Est. Cost $31.74 Unrealized +180.9%
ABT Abbott Laboratories 0.0%
Value ($000) $302,381 Shares 3,783 Est. Cost $39.12 Unrealized +69.0%
C Citigroup Inc 0.0%
Value ($000) $300,997 Shares 5,287 Est. Cost $49.56 Unrealized -1.6%
AXP American Express Company 0.0%
Value ($000) $294,126 Shares 2,691 Est. Cost $70.16 Unrealized +36.6%
CVS C V S Corp Del 0.0%
Value ($000) $288,962 Shares 5,358 Est. Cost $68.60 Unrealized -27.9%
IYJ iShares US Industrials 0.0%
Value ($000) $288,382 Shares 1,900 Est. Cost $128.42 Unrealized
SO The Southern Company 0.0%
Value ($000) $284,240 Shares 5,500 Est. Cost $35.42 Unrealized +5.6%
ORCL Oracle Corporation 0.0%
Value ($000) $283,535 Shares 5,279 Est. Cost $37.13 Unrealized +24.1%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $273,695 Shares 1,703 Est. Cost $132.57 Unrealized
ADBE Adobe Systems Inc 0.0%
Value ($000) $266,224 Shares 999 Est. Cost $203.33 Unrealized +24.0%
GIL Gildan Activewear Inc 0.0%
Value ($000) $263,660 Shares 7,330 Est. Cost $25.04 Unrealized +21.9%
PFF Ishares U S Pfd Etf 0.0%
Value ($000) $263,160 Shares 7,200 Est. Cost $34.17 Unrealized
CRM Salesforce Com 0.0%
Value ($000) $254,501 Shares 1,607 Est. Cost $126.05 Unrealized +21.5%
TG Tredegar Corporation 0.0%
Value ($000) $246,490 Shares 15,272 Est. Cost $9.81 Unrealized +3.4%
COST Costco Whsl Corp New 0.0%
Value ($000) $239,476 Shares 989 Est. Cost $154.45 Unrealized +28.4%
NSRGY Nestle S A Reg B Adr 0.0%
Value ($000) $237,751 Shares 2,495 Est. Cost $38242.88 Unrealized
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $226,687 Shares 5,670 Est. Cost $29.34 Unrealized +7.5%
ENB Enbridge Inc 0.0%
Value ($000) $221,259 Shares 6,102 Est. Cost $20.09 Unrealized +14.0%
PYPL Paypal Hldgs Inc 0.0%
Value ($000) $220,245 Shares 2,121 Est. Cost $87.86 Unrealized +7.5%
JCI Johnson Controls Inc 0.0%
Value ($000) $216,616 Shares 5,864 Est. Cost $28.21 Unrealized +4.8%
General Electric Company 0.0%
Value ($000) $215,865 Shares 21,608 Est. Cost $25.19 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $211,018 Shares 1,538 Est. Cost $109.87 Unrealized +0.4%
IBB Ishares Nasdaq Biotechnology 0.0%
Value ($000) $202,358 Shares 1,810 Est. Cost $96.57 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $201,432 Shares 1,141 Est. Cost $139.75 Unrealized +8.0%
DHR Danaher Corp Del 0.0%
Value ($000) $198,822 Shares 1,506 Est. Cost $78.23 Unrealized +27.1%
GLW Corning Inc 0.0%
Value ($000) $197,243 Shares 5,959 Est. Cost $26.48 Unrealized +2.1%
ISRG Intuitive Surgical New 0.0%
Value ($000) $191,144 Shares 335 Est. Cost $177.57 Unrealized +0.1%
VLO Valero Energy Corp New 0.0%
Value ($000) $186,626 Shares 2,200 Est. Cost $59.68 Unrealized +4.6%
QQQ PowerShares QQQ ETF 0.0%
Value ($000) $185,768 Shares 1,034 Est. Cost $153.77 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $183,471 Shares 3,797 Est. Cost $39.01 Unrealized +4.5%
KMX Carmax Inc 0.0%
Value ($000) $180,224 Shares 2,582 Est. Cost $60.41 Unrealized +2.0%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $178,084 Shares 3,433 Est. Cost $33306.08 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $174,048 Shares 4,124 Est. Cost $37.62 Unrealized -9.6%
ADSK Autodesk Inc 0.0%
Value ($000) $172,960 Shares 1,110 Est. Cost $141.21 Unrealized +5.9%
COF Capital One Financial Cp 0.0%
Value ($000) $170,862 Shares 2,092 Est. Cost $85.67 Unrealized -15.7%
TDY Teledyne Technologies 0.0%
Value ($000) $167,803 Shares 708 Est. Cost $228.00 Unrealized -0.6%
PEY Invesco High Yield Eq Div Achiev ETF 0.0%
Value ($000) $166,852 Shares 9,337 Est. Cost $17869.98 Unrealized
T A T & T Inc New 0.0%
Value ($000) $164,546 Shares 5,247 Est. Cost $14.42 Unrealized -1.8%
IYH iShares US Healthcare 0.0%
Value ($000) $163,357 Shares 843 Est. Cost $198.60 Unrealized
Walgreen Boots Alliance Inc Com 0.0%
Value ($000) $162,098 Shares 2,562 Est. Cost $43856.92 Unrealized
Bay Banks of Virginia Inc 0.0%
Value ($000) $159,629 Shares 20,731 Est. Cost $9.41 Unrealized
CHCO City Holding Co 0.0%
Value ($000) $150,856 Shares 1,980 Est. Cost $63.61 Unrealized -5.2%
FBT First Trust NYSE Arca Biotech ETF 0.0%
Value ($000) $150,850 Shares 1,000 Est. Cost $150850.00 Unrealized
SDY Spdr Ser Tr S&P Divid Etf 0.0%
Value ($000) $149,214 Shares 1,501 Est. Cost $99409.73 Unrealized
PALL ETFS Physical Palladium 0.0%
Value ($000) $146,858 Shares 1,125 Est. Cost $101.33 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $145,275 Shares 3,663 Est. Cost $40.70 Unrealized -13.2%
ELV Anthem Inc 0.0%
Value ($000) $137,750 Shares 480 Est. Cost $235.52 Unrealized +12.0%
CNI Canadian Natl Ry Co 0.0%
Value ($000) $135,562 Shares 1,515 Est. Cost $76.01 Unrealized -3.0%
LUV Southwest Airlines Co 0.0%
Value ($000) $132,993 Shares 2,562 Est. Cost $53.25 Unrealized -9.3%
APH Amphenol Corp Cl A 0.0%
Value ($000) $132,972 Shares 1,408 Est. Cost $21.65 Unrealized -3.3%
QCOM Qualcomm Inc 0.0%
Value ($000) $131,568 Shares 2,307 Est. Cost $54.64 Unrealized -16.3%
SRE Sempra Energy 0.0%
Value ($000) $129,132 Shares 1,026 Est. Cost $45.57 Unrealized +3.5%
NUE Nucor Corp 0.0%
Value ($000) $124,110 Shares 2,127 Est. Cost $54.36 Unrealized -6.7%
MAIN Main Str Cap Corp Com 0.0%
Value ($000) $124,025 Shares 3,334 Est. Cost $39.38 Unrealized -5.5%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $122,695 Shares 1,571 Est. Cost $65.26 Unrealized +8.1%
Canadian Pac Railway 0.0%
Value ($000) $122,588 Shares 595 Est. Cost $211.76 Unrealized
PNC Pnc Finl Services Gp Inc 0.0%
Value ($000) $121,924 Shares 994 Est. Cost $109.48 Unrealized -11.6%
TXN Texas Instruments Inc 0.0%
Value ($000) $120,602 Shares 1,137 Est. Cost $90.24 Unrealized -5.4%
Royal Dutch Shell A Adrf 0.0%
Value ($000) $119,422 Shares 1,908 Est. Cost $29526.77 Unrealized
Tri-County Financial Cp 0.0%
Value ($000) $117,452 Shares 4,140 Est. Cost $33.33 Unrealized
LLY Eli Lilly and Co 0.0%
Value ($000) $117,433 Shares 905 Est. Cost $90.28 Unrealized +22.9%
MRSH Marsh & Mc Lennan Co Inc 0.0%
Value ($000) $115,490 Shares 1,230 Est. Cost $75.30 Unrealized +5.3%
AVY Avery Dennison Corp 0.0%
Value ($000) $113,000 Shares 1,000 Est. Cost $94.30 Unrealized -2.9%
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $112,273 Shares 1,661 Est. Cost $59.95 Unrealized
EHC Encompass Health Corp 0.0%
Value ($000) $112,011 Shares 1,918 Est. Cost $55.24 Unrealized -16.0%
HDV Ishares Core High Dividend Etf 0.0%
Value ($000) $111,948 Shares 1,200 Est. Cost $93290.00 Unrealized
Blackrock Inc 0.0%
Value ($000) $105,560 Shares 247 Est. Cost $85158.11 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $104,483 Shares 1,285 Est. Cost $64.93 Unrealized -1.3%
BP Bp Plc Adr 0.0%
Value ($000) $101,562 Shares 2,323 Est. Cost $20895.69 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $100,440 Shares 5,860 Est. Cost $8.68 Unrealized 0.0%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $99,259 Shares 517 Est. Cost $174.57 Unrealized -6.0%
AIVL WisdomTree US Dividend ex-Financials ETF 0.0%
Value ($000) $97,886 Shares 1,145 Est. Cost $85489.95 Unrealized
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $97,758 Shares 2,049 Est. Cost $44.98 Unrealized -14.8%
DES WisdomTree SmallCap Dividend ETF 0.0%
Value ($000) $95,536 Shares 3,469 Est. Cost $27539.93 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $92,728 Shares 996 Est. Cost $85.36 Unrealized +0.4%
IDV iShares International Select Dividend 0.0%
Value ($000) $92,580 Shares 3,000 Est. Cost $30860.00 Unrealized
Unilever N V Ny Shs Newf 0.0%
Value ($000) $92,098 Shares 1,580 Est. Cost $55.06 Unrealized
DON WisdomTree US MidCap Dividend ETF 0.0%
Value ($000) $91,766 Shares 2,564 Est. Cost $35790.17 Unrealized
BK Bank of New York Mellon Corp. 0.0%
Value ($000) $88,858 Shares 1,762 Est. Cost $42.71 Unrealized -0.9%
FS KKR Capital Corp 0.0%
Value ($000) $88,227 Shares 14,583 Est. Cost $6049.99 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $87,140 Shares 2,000 Est. Cost $59.66 Unrealized -40.1%
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $86,734 Shares 1,689 Est. Cost $60.82 Unrealized
FDN First Trust Dow Jones Internet ETF 0.0%
Value ($000) $86,118 Shares 620 Est. Cost $138900.00 Unrealized
BUD Anheuser Busch Co Inc 0.0%
Value ($000) $85,649 Shares 1,020 Est. Cost $37669.71 Unrealized
IWR Ishares Russell Midcap 0.0%
Value ($000) $84,162 Shares 1,560 Est. Cost $46.15 Unrealized
NEE Nextera Energy Inc Com 0.0%
Value ($000) $83,514 Shares 432 Est. Cost $35.90 Unrealized +7.5%
RPM Rpm International Inc 0.0%
Value ($000) $81,256 Shares 1,400 Est. Cost $64.41 Unrealized -11.9%
EEMV iShares MSCI Emerging Markets Minimum Volatility ETF 0.0%
Value ($000) $80,252 Shares 1,354 Est. Cost $59270.31 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $79,993 Shares 1,378 Est. Cost $42.89 Unrealized +1.9%
2U Inc 0.0%
Value ($000) $77,935 Shares 1,100 Est. Cost $74.55 Unrealized
MTG M G I C Investment Corp 0.0%
Value ($000) $77,162 Shares 5,850 Est. Cost $12.39 Unrealized +0.5%
URI United Rentals Inc 0.0%
Value ($000) $75,062 Shares 657 Est. Cost $150.73 Unrealized -20.7%
WTW Willis Towers Watson PLC 0.0%
Value ($000) $75,003 Shares 427 Est. Cost $136.53 Unrealized +10.7%
Capital One Financial Corp 0.0%
Value ($000) $74,077 Shares 2,932 Est. Cost $17517.22 Unrealized
NVS Novartis A G Spon Adr 0.0%
Value ($000) $73,739 Shares 767 Est. Cost $85.68 Unrealized
WRB Berkley W R Corp 0.0%
Value ($000) $71,927 Shares 849 Est. Cost $19.20 Unrealized +5.5%
Glaxosmithkline Plc Adrf 0.0%
Value ($000) $71,586 Shares 1,713 Est. Cost $28652.99 Unrealized
MDT Medtronic Inc 0.0%
Value ($000) $70,223 Shares 771 Est. Cost $76.40 Unrealized -2.7%
ROKU Roku Inc Com Cl A 0.0%
Value ($000) $69,929 Shares 1,084 Est. Cost $56.98 Unrealized -6.1%
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $69,632 Shares 996 Est. Cost $65213.77 Unrealized
Symantec Corp 0.0%
Value ($000) $69,085 Shares 3,005 Est. Cost $20.97 Unrealized
Aon Plc Com Usd0.01 Cl A 0.0%
Value ($000) $68,280 Shares 400 Est. Cost $170700.00 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $67,751 Shares 673 Est. Cost $83.66 Unrealized +2.7%
Unilever Plc Adr New 0.0%
Value ($000) $63,896 Shares 1,107 Est. Cost $21151.39 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $63,065 Shares 509 Est. Cost $88.29 Unrealized +3.4%
FTNT Fortinet Inc 0.0%
Value ($000) $62,978 Shares 750 Est. Cost $15.29 Unrealized +4.2%
Versum Matls Inc 0.0%
Value ($000) $60,372 Shares 1,200 Est. Cost $8415.00 Unrealized
RWR Spdr Dow Jones Reit 0.0%
Value ($000) $59,847 Shares 605 Est. Cost $92.56 Unrealized
MCK Mckesson Corporation 0.0%
Value ($000) $59,466 Shares 508 Est. Cost $123.13 Unrealized -4.8%
Weingarten Rlty Invs Sbi 0.0%
Value ($000) $58,270 Shares 1,984 Est. Cost $29.74 Unrealized
FXO First Trust Financials AlphaDEX ETF 0.0%
Value ($000) $57,494 Shares 1,900 Est. Cost $30260.00 Unrealized
FDM First Trust Dow Jones Sel MicroCap ETF 0.0%
Value ($000) $54,709 Shares 1,225 Est. Cost $44660.41 Unrealized
CI Cigna Corp 0.0%
Value ($000) $54,679 Shares 340 Est. Cost $190.77 Unrealized -12.5%
PSCF Powershares S&P Small Cap Financials 0.0%
Value ($000) $53,618 Shares 1,025 Est. Cost $52310.24 Unrealized
SDOG ALPS Sector Dividend Dogs ETF 0.0%
Value ($000) $53,539 Shares 1,248 Est. Cost $45.67 Unrealized
EXC Exelon Corporation 0.0%
Value ($000) $53,439 Shares 1,066 Est. Cost $26.19 Unrealized +2.1%
ES Eversource Energy 0.0%
Value ($000) $53,425 Shares 753 Est. Cost $52.10 Unrealized +3.6%
GIS General Mills Inc 0.0%
Value ($000) $52,733 Shares 1,019 Est. Cost $35.05 Unrealized +2.1%
WAB Wabtec 0.0%
Value ($000) $52,489 Shares 712 Est. Cost $69.17 Unrealized 0.0%
DIA Diamonds TRUST Series I 0.0%
Value ($000) $51,567 Shares 199 Est. Cost $261.31 Unrealized
THG Hanover Insurance Group 0.0%
Value ($000) $51,377 Shares 450 Est. Cost $98.07 Unrealized -2.1%
XYL Xylem Inc 0.0%
Value ($000) $50,586 Shares 640 Est. Cost $68.31 Unrealized -1.6%
GNW Genworth Financial Inc 0.0%
Value ($000) $50,560 Shares 13,201 Est. Cost $4.47 Unrealized -1.9%
CFG Citizens Finl Group Inc Com 0.0%
Value ($000) $50,538 Shares 1,555 Est. Cost $29.36 Unrealized -12.7%
MAR Marriott Intl Inc Cl A 0.0%
Value ($000) $50,036 Shares 400 Est. Cost $111.57 Unrealized 0.0%
INGR Ingredion Inc 0.0%
Value ($000) $49,428 Shares 522 Est. Cost $102.11 Unrealized -7.5%
TGT Target Corporation 0.0%
Value ($000) $48,798 Shares 608 Est. Cost $67.95 Unrealized -10.7%
HIW Highwoods Pptys Inc 0.0%
Value ($000) $47,575 Shares 1,017 Est. Cost $47.20 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $47,054 Shares 180 Est. Cost $204.54 Unrealized +8.1%
EW Edwards Lifesciences Cp 0.0%
Value ($000) $46,685 Shares 244 Est. Cost $48.91 Unrealized +16.7%
CTSH Cognizant Tech Sol Cl A 0.0%
Value ($000) $45,644 Shares 630 Est. Cost $70.24 Unrealized -10.0%
CDK GLOBAL INC 0.0%
Value ($000) $45,056 Shares 766 Est. Cost $61.36 Unrealized
AZN Astrazeneca Plc Adr 0.0%
Value ($000) $44,999 Shares 1,113 Est. Cost $39268.85 Unrealized
AVGO Avago Technologies Ltd 0.0%
Value ($000) $43,302 Shares 144 Est. Cost $18.27 Unrealized +23.1%
VEA Vanguard FTSE International 0.0%
Value ($000) $43,240 Shares 1,058 Est. Cost $42.93 Unrealized
EBAY Ebay Inc 0.0%
Value ($000) $43,194 Shares 1,163 Est. Cost $30.84 Unrealized +0.3%
OMC Omnicom Group Inc 0.0%
Value ($000) $42,661 Shares 584 Est. Cost $53.66 Unrealized +9.0%
SLV iShares Silver Trust 0.0%
Value ($000) $42,540 Shares 3,000 Est. Cost $13.67 Unrealized
SBAC S B A Communications Cp 0.0%
Value ($000) $41,729 Shares 209 Est. Cost $147.24 Unrealized +13.7%
NGG National Grid Plc Adr 0.0%
Value ($000) $41,266 Shares 739 Est. Cost $55840.32 Unrealized
VOD Vodafone Group Plc Adr 0.0%
Value ($000) $41,214 Shares 2,267 Est. Cost $18179.97 Unrealized
AMT Amern Tower Corp Class A 0.0%
Value ($000) $40,594 Shares 206 Est. Cost $120.79 Unrealized +20.9%
UGI U G I Corporation New 0.0%
Value ($000) $40,567 Shares 732 Est. Cost $53.89 Unrealized +1.5%
CL Colgate Palmolive Co 0.0%
Value ($000) $40,302 Shares 588 Est. Cost $55.97 Unrealized -1.8%
EL Lauder Estee Co Inc Cl A 0.0%
Value ($000) $39,235 Shares 237 Est. Cost $126.44 Unrealized +6.4%
ALL Allstate Corporation 0.0%
Value ($000) $38,896 Shares 413 Est. Cost $82.07 Unrealized -6.3%
Ansys Inc 0.0%
Value ($000) $37,821 Shares 207 Est. Cost $183.57 Unrealized
ED Consolidated Edison Hldg Co Inc 0.0%
Value ($000) $37,316 Shares 440 Est. Cost $60.48 Unrealized +3.2%
CEF Central Fd Cda Ltd Cla 0.0%
Value ($000) $37,200 Shares 3,000 Est. Cost $11.67 Unrealized
JBSS Sanfilippo John B & Son Inc 0.0%
Value ($000) $35,935 Shares 500 Est. Cost $75.10 Unrealized -11.1%
WELL Welltower Inc Com 0.0%
Value ($000) $34,610 Shares 446 Est. Cost $58.60 Unrealized +2.9%
SYK Stryker Corp 0.0%
Value ($000) $34,566 Shares 175 Est. Cost $157.54 Unrealized +6.1%
Raytheon Company New 0.0%
Value ($000) $32,956 Shares 181 Est. Cost $205.61 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $31,960 Shares 534 Est. Cost $62.52 Unrealized -19.3%
HPQ Hewlett Packard Company 0.0%
Value ($000) $31,846 Shares 1,639 Est. Cost $18.79 Unrealized -11.1%
KNX Knight Swift Transn Hldgs Inc 0.0%
Value ($000) $31,046 Shares 950 Est. Cost $32.54 Unrealized -8.8%
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $30,740 Shares 270 Est. Cost $114.81 Unrealized
CM Cdn Imperial Bk Comm Toronto O Com 0.0%
Value ($000) $30,679 Shares 388 Est. Cost $29.85 Unrealized 0.0%
VTR Ventas Inc 0.0%
Value ($000) $30,501 Shares 478 Est. Cost $44.31 Unrealized +6.6%
AEE Ameren Corporation 0.0%
Value ($000) $30,156 Shares 410 Est. Cost $51.05 Unrealized +12.2%
UVV Universal Corp Va 0.0%
Value ($000) $30,152 Shares 523 Est. Cost $63.72 Unrealized -9.8%
TOWN Townebank Portsmouth Va 0.0%
Value ($000) $29,552 Shares 1,194 Est. Cost $31.86 Unrealized -17.5%
ZURVY Zurich Insurance Group Ag 0.0%
Value ($000) $29,224 Shares 883 Est. Cost $33096.26 Unrealized
HIG Hartford Finl Svcs Grp 0.0%
Value ($000) $29,186 Shares 587 Est. Cost $43.54 Unrealized -6.4%
GM General Motors Corp 0.0%
Value ($000) $28,641 Shares 772 Est. Cost $33.08 Unrealized +5.3%
IYW Ishares U S Technology Etf 0.0%
Value ($000) $28,590 Shares 150 Est. Cost $153.33 Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $28,500 Shares 1,082 Est. Cost $25.91 Unrealized -25.5%
LMT Lockheed Martin Corp 0.0%
Value ($000) $27,915 Shares 93 Est. Cost $248.71 Unrealized -2.1%
PNR Pentair Inc 0.0%
Value ($000) $27,863 Shares 626 Est. Cost $36.44 Unrealized +3.5%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $27,766 Shares 319 Est. Cost $78.37 Unrealized
ETN Eaton Corporation 0.0%
Value ($000) $27,390 Shares 340 Est. Cost $71.13 Unrealized -6.5%
DAL Delta Air Lines Inc New 0.0%
Value ($000) $26,703 Shares 517 Est. Cost $51.39 Unrealized -9.0%
Digital Rlty Tr Inc 6.625 Pfd Ser C 0.0%
Value ($000) $26,280 Shares 1,000 Est. Cost $26.00 Unrealized
AAP Advance Auto Parts Inc 0.0%
Value ($000) $25,580 Shares 150 Est. Cost $135.19 Unrealized +5.2%
BBY Best Buy Inc 0.0%
Value ($000) $25,511 Shares 359 Est. Cost $58.51 Unrealized -18.4%
FTV Fortive Corp Com 0.0%
Value ($000) $25,419 Shares 303 Est. Cost $49.74 Unrealized -4.8%
BDX Becton Dickinson & Co 0.0%
Value ($000) $25,377 Shares 102 Est. Cost $220.32 Unrealized -3.4%
IMBBY Imperial Brands PLC 0.0%
Value ($000) $25,376 Shares 742 Est. Cost $34199.46 Unrealized
Agnc Invt Corp Dep Shs 1/1000 0.0%
Value ($000) $25,250 Shares 1,000 Est. Cost $25.00 Unrealized
FBIN Fortune Brands Hm & Sec 0.0%
Value ($000) $25,138 Shares 528 Est. Cost $41.95 Unrealized -17.6%
IJR Ishares S&P Smallcap Core ETF 0.0%
Value ($000) $24,997 Shares 324 Est. Cost $86.42 Unrealized
GBDC Golub Capital BDC Inc 0.0%
Value ($000) $24,996 Shares 1,398 Est. Cost $9.11 Unrealized 0.0%
GSBD Goldman Sachs Bdc Inc Shs 0.0%
Value ($000) $24,443 Shares 1,190 Est. Cost $20.45 Unrealized 0.0%
ACN Accenture Ltd Cl A 0.0%
Value ($000) $24,115 Shares 137 Est. Cost $149.23 Unrealized -4.7%
Bb&T Corp Dep Shs Repstg 1/1000th Perp P 0.0%
Value ($000) $23,566 Shares 940 Est. Cost $22.34 Unrealized
PPG P P G Industries Inc 0.0%
Value ($000) $23,025 Shares 204 Est. Cost $94.73 Unrealized -0.9%
XLK Sector Spdr Tech Select 0.0%
Value ($000) $23,014 Shares 311 Est. Cost $61.09 Unrealized
DY Dycom Industries Inc 0.0%
Value ($000) $22,970 Shares 500 Est. Cost $86.52 Unrealized -36.7%
EA Electronic Arts Inc 0.0%
Value ($000) $22,867 Shares 225 Est. Cost $125.34 Unrealized -26.5%
FOXA 21st Cent Fox Cl A 0.0%
Value ($000) $22,834 Shares 622 Est. Cost $35.41 Unrealized 0.0%
GTBIF Green Thumb Industries Inc 0.0%
Value ($000) $22,669 Shares 1,500 Est. Cost $11.68 Unrealized +10.6%
PSX Phillips 0.0%
Value ($000) $22,650 Shares 238 Est. Cost $79.71 Unrealized -9.8%
MPT Medical Pptys Tr Inc 0.0%
Value ($000) $22,490 Shares 1,215 Est. Cost $18510.29 Unrealized
CCL Carnival Corp New 0.0%
Value ($000) $22,469 Shares 443 Est. Cost $53.21 Unrealized -0.8%
FTS Fortis Inc 0.0%
Value ($000) $22,009 Shares 595 Est. Cost $27.39 Unrealized 0.0%
STE Steris Corp 0.0%
Value ($000) $21,765 Shares 170 Est. Cost $110.62 Unrealized 0.0%
WestRock Co 0.0%
Value ($000) $21,744 Shares 567 Est. Cost $52.91 Unrealized
WT WisdomTree Investments Inc 0.0%
Value ($000) $21,180 Shares 3,000 Est. Cost $8.49 Unrealized -18.9%
Buckeye Partners Uts L P 0.0%
Value ($000) $21,160 Shares 622 Est. Cost $35.37 Unrealized
CCI Crown Castle Intl Corp 0.0%
Value ($000) $21,120 Shares 165 Est. Cost $87.33 Unrealized 0.0%
GILD Gilead Sciences Inc 0.0%
Value ($000) $20,998 Shares 323 Est. Cost $52.89 Unrealized -3.9%
CC The Chemours Company 0.0%
Value ($000) $20,289 Shares 546 Est. Cost $32.39 Unrealized -15.7%
MET Metlife Inc 0.0%
Value ($000) $20,221 Shares 475 Est. Cost $35.53 Unrealized -1.4%
AEP Amer Electric Pwr Co Inc 0.0%
Value ($000) $19,514 Shares 233 Est. Cost $62.45 Unrealized 0.0%
Celgene Corp 0.0%
Value ($000) $19,434 Shares 206 Est. Cost $87.38 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $18,869 Shares 943 Est. Cost $11.20 Unrealized +11.6%
DOV Dover Corporation 0.0%
Value ($000) $18,854 Shares 201 Est. Cost $76.53 Unrealized +2.1%
AOS A.O. Smith Corp 0.0%
Value ($000) $18,555 Shares 348 Est. Cost $51.29 Unrealized -14.5%
GLD Spdr Gold TRUST 0.0%
Value ($000) $18,302 Shares 150 Est. Cost $106.67 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $18,142 Shares 200 Est. Cost $76.93 Unrealized +3.6%
AVT Avnet Inc 0.0%
Value ($000) $17,348 Shares 400 Est. Cost $38.25 Unrealized -7.2%
Travelport Worldwide Ltd 0.0%
Value ($000) $17,083 Shares 1,086 Est. Cost $15730.20 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $16,971 Shares 192 Est. Cost $85.25 Unrealized -7.8%
NVT Navteq Corp 0.0%
Value ($000) $16,889 Shares 626 Est. Cost $20.84 Unrealized +6.7%
CNP Centerpoint Energy Inc 0.0%
Value ($000) $16,885 Shares 550 Est. Cost $22.59 Unrealized +9.7%
STORE Capital Corp 0.0%
Value ($000) $16,750 Shares 500 Est. Cost $26.80 Unrealized
NVO Novo-Nordisk A-S Adr 0.0%
Value ($000) $16,739 Shares 320 Est. Cost $46.88 Unrealized
TSLA Tesla, Inc 0.0%
Value ($000) $16,512 Shares 59 Est. Cost $20.83 Unrealized -3.6%
Zuora Inc 0.0%
Value ($000) $16,324 Shares 815 Est. Cost $17.18 Unrealized
FLS Flowserve Corporation 0.0%
Value ($000) $16,025 Shares 355 Est. Cost $41.44 Unrealized -9.1%
DLTR Dollar Tree Inc 0.0%
Value ($000) $15,756 Shares 150 Est. Cost $87.80 Unrealized +11.8%
GPC Genuine Parts Co 0.0%
Value ($000) $15,348 Shares 137 Est. Cost $84.75 Unrealized 0.0%
HAS Hasbro Inc 0.0%
Value ($000) $14,964 Shares 176 Est. Cost $76.61 Unrealized -11.9%
Jpmorgan Chase & Co Autocll Lkd 20 0.0%
Value ($000) $14,670 Shares 1,500 Est. Cost $9.33 Unrealized
IP International Paper Co 0.0%
Value ($000) $14,575 Shares 315 Est. Cost $35.63 Unrealized -10.8%
Healthcare Realty TRUST 0.0%
Value ($000) $14,450 Shares 450 Est. Cost $28.89 Unrealized
PSA Public Storage 0.0%
Value ($000) $14,373 Shares 66 Est. Cost $157.22 Unrealized 0.0%
JRVR James River Group Holdings Ltd 0.0%
Value ($000) $14,349 Shares 358 Est. Cost $39.18 Unrealized 0.0%
GH Guardant Health Inc 0.0%
Value ($000) $14,190 Shares 185 Est. Cost $55.44 Unrealized 0.0%
Apollo Global Management LLC Class A 0.0%
Value ($000) $14,125 Shares 500 Est. Cost $34.00 Unrealized
NTT DOCOMO Inc 0.0%
Value ($000) $14,020 Shares 633 Est. Cost $22148.50 Unrealized
LNT Alliant Energy Corp 0.0%
Value ($000) $13,998 Shares 297 Est. Cost $36.14 Unrealized 0.0%
Blackstone Group LP 0.0%
Value ($000) $13,988 Shares 400 Est. Cost $37.50 Unrealized
PPL Ppl Corporation 0.0%
Value ($000) $13,743 Shares 433 Est. Cost $23.10 Unrealized 0.0%
ROP Roper Industries Inc 0.0%
Value ($000) $13,679 Shares 40 Est. Cost $282.40 Unrealized +3.2%
TROW Rowe T Price Group Inc 0.0%
Value ($000) $13,616 Shares 136 Est. Cost $86.66 Unrealized -15.5%
TFX Teleflex Incorporated 0.0%
Value ($000) $13,597 Shares 45 Est. Cost $266.14 Unrealized +0.6%
G Genpact Limited 0.0%
Value ($000) $13,544 Shares 385 Est. Cost $27.86 Unrealized +4.5%
ABEV Ambev SA 0.0%
Value ($000) $13,524 Shares 3,145 Est. Cost $4300.16 Unrealized
NTRA Natera Inc 0.0%
Value ($000) $12,888 Shares 625 Est. Cost $15.67 Unrealized 0.0%
A Agilent Technologies Inc 0.0%
Value ($000) $12,700 Shares 158 Est. Cost $62.73 Unrealized +15.2%
VET Vermilion Energy Inc com 0.0%
Value ($000) $12,671 Shares 513 Est. Cost $24.50 Unrealized 0.0%
NKE Nike Inc Class B 0.0%
Value ($000) $12,632 Shares 150 Est. Cost $72.98 Unrealized +3.3%
NEU Newmarket Corporation 0.0%
Value ($000) $12,573 Shares 29 Est. Cost $366.76 Unrealized 0.0%
WM Waste Management, INC. 0.0%
Value ($000) $12,573 Shares 121 Est. Cost $87.01 Unrealized 0.0%
LEN Lennar Corp Cl A 0.0%
Value ($000) $12,273 Shares 250 Est. Cost $46.22 Unrealized -10.0%
SJM J M Smucker Co New 0.0%
Value ($000) $11,198 Shares 96 Est. Cost $86.02 Unrealized -2.8%
SNY Sanofi Aventis Adr 0.0%
Value ($000) $11,070 Shares 250 Est. Cost $44280.00 Unrealized
PureFunds ISE Cyber Security ETF 0.0%
Value ($000) $11,003 Shares 275 Est. Cost $40.00 Unrealized
ITA iShares US Aerospace & Defense 0.0%
Value ($000) $10,977 Shares 55 Est. Cost $215.38 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $10,932 Shares 90 Est. Cost $91.85 Unrealized -1.3%
BABA Alibaba Group Holding Ltd 0.0%
Value ($000) $10,765 Shares 59 Est. Cost $46506.18 Unrealized
Deutsche Bk Ag London Brh Trig Lkd 19 0.0%
Value ($000) $10,590 Shares 1,000 Est. Cost $10.00 Unrealized
Colony NorthStar Inc 0.0%
Value ($000) $10,068 Shares 400 Est. Cost $25.00 Unrealized
KR Kroger Company 0.0%
Value ($000) $9,988 Shares 406 Est. Cost $25.42 Unrealized -7.1%
Maxim Integrated Prods 0.0%
Value ($000) $9,943 Shares 187 Est. Cost $53171.12 Unrealized
REZI Resideo Technologies Inc 0.0%
Value ($000) $9,857 Shares 511 Est. Cost $21.34 Unrealized +3.8%
FULT Fulton Financial Corp 0.0%
Value ($000) $9,830 Shares 635 Est. Cost $12.85 Unrealized -5.0%
VTV Vanguard Value ETF 0.0%
Value ($000) $9,256 Shares 86 Est. Cost $104.65 Unrealized
RGLD Royal Gold Inc 0.0%
Value ($000) $9,093 Shares 100 Est. Cost $82.30 Unrealized +6.1%
Lab Cp Of Amer Hldg New 0.0%
Value ($000) $8,414 Shares 55 Est. Cost $163.64 Unrealized
MTB M & T Bank Corporation 0.0%
Value ($000) $8,322 Shares 53 Est. Cost $131.85 Unrealized 0.0%
PUK Prudential Corp Plc Adrf 0.0%
Value ($000) $8,165 Shares 203 Est. Cost $44.33 Unrealized
Telefonica Brasil SA ADR 0.0%
Value ($000) $8,051 Shares 667 Est. Cost $12070.47 Unrealized
BLX Banco Latinoamericano de Comercio Exterior SA Clas 0.0%
Value ($000) $8,048 Shares 404 Est. Cost $12.35 Unrealized 0.0%
DOX Amdocs Limited 0.0%
Value ($000) $7,954 Shares 147 Est. Cost $56.82 Unrealized -14.3%
CAT Caterpillar Inc 0.0%
Value ($000) $7,611 Shares 56 Est. Cost $120.51 Unrealized -4.9%
DLS WisdomTree International Small Cap Div 0.0%
Value ($000) $7,605 Shares 116 Est. Cost $70.18 Unrealized
SCHW The Charles Schwab Corp 0.0%
Value ($000) $7,397 Shares 173 Est. Cost $46.06 Unrealized -11.1%
AIG American Intl Group Inc 0.0%
Value ($000) $7,363 Shares 171 Est. Cost $44.18 Unrealized -19.1%
BEN Franklin Resources Inc 0.0%
Value ($000) $6,794 Shares 205 Est. Cost $22.81 Unrealized -0.4%
O Realty Income Corp 0.0%
Value ($000) $6,473 Shares 88 Est. Cost $47.55 Unrealized 0.0%
MHLD 8.25 PERP A Maiden Holdings Ltdpref Shs Ser A 0.0%
Value ($000) $6,400 Shares 1,000 Est. Cost $20.00 Unrealized
IEX Idex Corp 0.0%
Value ($000) $6,221 Shares 41 Est. Cost $130.09 Unrealized 0.0%
Triton International Ltd 0.0%
Value ($000) $6,220 Shares 200 Est. Cost $30.00 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $5,696 Shares 62 Est. Cost $68.64 Unrealized -4.6%
Cbs Corporation Cl B New 0.0%
Value ($000) $5,656 Shares 119 Est. Cost $50.42 Unrealized
GBTC Grayscale Bitcoin Tr Btc Shs Accd Invs 0.0%
Value ($000) $5,617 Shares 1,175 Est. Cost $4780.43 Unrealized
GRMN Garmin Ltd 0.0%
Value ($000) $5,354 Shares 62 Est. Cost $64.24 Unrealized 0.0%
ADNT Adient Plc Ord Shs 0.0%
Value ($000) $5,106 Shares 394 Est. Cost $17.72 Unrealized -1.2%
Morgan Stanley Pfd Shs 0.0%
Value ($000) $5,070 Shares 200 Est. Cost $25.00 Unrealized
FNF Fidelity Natl Finl Inc 0.0%
Value ($000) $5,044 Shares 138 Est. Cost $27.76 Unrealized -10.5%
Phillips 66 Partners Lp 0.0%
Value ($000) $4,816 Shares 92 Est. Cost $52347.82 Unrealized
VFC V F Corporation 0.0%
Value ($000) $4,346 Shares 50 Est. Cost $85.30 Unrealized -8.6%
WSO Watsco Inc 0.0%
Value ($000) $4,296 Shares 30 Est. Cost $176.68 Unrealized -18.8%
CNA CNA Financial Corp 0.0%
Value ($000) $4,118 Shares 95 Est. Cost $27.19 Unrealized -1.0%
Canopy Growth Corp 0.0%
Value ($000) $3,686 Shares 85 Est. Cost $43364.71 Unrealized
GTX Garrett Motion Inc 0.0%
Value ($000) $3,594 Shares 244 Est. Cost $13.59 Unrealized +10.9%
TNDM Tandem Diabetes Care Inc 0.0%
Value ($000) $3,493 Shares 55 Est. Cost $34.99 Unrealized +50.1%
PEG Pub Svc Ent Group Inc 0.0%
Value ($000) $3,386 Shares 57 Est. Cost $44.28 Unrealized 0.0%
JBGS JBG SMITH Properties 0.0%
Value ($000) $3,308 Shares 80 Est. Cost $25.00 Unrealized
HPE Hewlett Packard Enterprises 0.0%
Value ($000) $3,302 Shares 214 Est. Cost $12.66 Unrealized -2.4%
BSX Boston Scientific Corp 0.0%
Value ($000) $3,186 Shares 83 Est. Cost $34.93 Unrealized +9.4%
TELFY Telefonica SA 0.0%
Value ($000) $3,185 Shares 381 Est. Cost $7.87 Unrealized
RYAAY Ryanair Hldgs Plc Adr 0.0%
Value ($000) $3,073 Shares 41 Est. Cost $73.17 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $2,950 Shares 18 Est. Cost $135.40 Unrealized +7.9%
TSN Tyson Foods Inc Cl A 0.0%
Value ($000) $2,916 Shares 42 Est. Cost $50.84 Unrealized +0.2%
HAL Halliburton Co Hldg Co 0.0%
Value ($000) $2,901 Shares 99 Est. Cost $35.57 Unrealized -26.2%
Encana Corporation 0.0%
Value ($000) $2,751 Shares 380 Est. Cost $10.53 Unrealized
SYF Synchrony Finl 0.0%
Value ($000) $2,712 Shares 85 Est. Cost $26.46 Unrealized -4.2%
VERITAS FARMS INC 0.0%
Value ($000) $2,600 Shares 4,000 Est. Cost $650.00 Unrealized
WPC W P Carey Inc 0.0%
Value ($000) $2,350 Shares 30 Est. Cost $33.33 Unrealized
VRTS Virtus Investment Ptnrs 0.0%
Value ($000) $2,244 Shares 23 Est. Cost $100.45 Unrealized -24.7%
TEVA Teva Pharm Inds Ltd Adrf 0.0%
Value ($000) $2,195 Shares 140 Est. Cost $21.43 Unrealized
GNTX Gentex Corp 0.0%
Value ($000) $2,068 Shares 100 Est. Cost $23.14 Unrealized -9.7%
COR Amerisourcebergen Corp 0.0%
Value ($000) $1,988 Shares 25 Est. Cost $67.16 Unrealized -6.2%
GMAB Genmab A/S 0.0%
Value ($000) $1,911 Shares 110 Est. Cost $9.09 Unrealized
FDX Fedex Corporation 0.0%
Value ($000) $1,814 Shares 10 Est. Cost $212.22 Unrealized -26.6%
EMN Eastman Chemical Co 0.0%
Value ($000) $1,745 Shares 23 Est. Cost $76.34 Unrealized -18.6%
SP Plus Corp 0.0%
Value ($000) $1,706 Shares 50 Est. Cost $20.00 Unrealized
AVNS Avanos Med Inc 0.0%
Value ($000) $1,579 Shares 37 Est. Cost $64.35 Unrealized -30.4%
Apergy Corp 0.0%
Value ($000) $1,519 Shares 37 Est. Cost $27.03 Unrealized
TJX T J X Cos Inc 0.0%
Value ($000) $1,490 Shares 28 Est. Cost $46.19 Unrealized -1.6%
NI NiSource Inc 0.0%
Value ($000) $1,461 Shares 51 Est. Cost $20.81 Unrealized +3.3%
NOC Northrop Grumman Corp 0.0%
Value ($000) $1,348 Shares 5 Est. Cost $269.78 Unrealized -9.7%
STIP iShares 0-5 Year TIPS Bond 0.0%
Value ($000) $1,296 Shares 13 Est. Cost $99692.30 Unrealized
MKTAY Makita Corp Spon Adr 0.0%
Value ($000) $1,115 Shares 32 Est. Cost $31.25 Unrealized
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $1,073 Shares 21 Est. Cost $47.62 Unrealized
ASIX Advansix Inc 0.0%
Value ($000) $1,057 Shares 37 Est. Cost $32.81 Unrealized -15.2%
UAL United Continental Holdings Inc 0.0%
Value ($000) $1,037 Shares 13 Est. Cost $82.48 Unrealized +2.3%
BHF Brighthouse Finl Inc Com 0.0%
Value ($000) $1,016 Shares 28 Est. Cost $42.12 Unrealized -11.1%
WAT Waters Corp 0.0%
Value ($000) $1,007 Shares 4 Est. Cost $193.64 Unrealized +17.7%
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $944 Shares 50 Est. Cost $19.16 Unrealized -1.3%
UHS Universal Hlth Svcs Cl B 0.0%
Value ($000) $936 Shares 7 Est. Cost $118.69 Unrealized +7.4%
Linde plc 0.0%
Value ($000) $704 Shares 4 Est. Cost $117.65 Unrealized
MSI Motorola Solutions Inc Com New 0.0%
Value ($000) $702 Shares 5 Est. Cost $111.85 Unrealized +5.8%
KBCSY KBC Group SA/NV 0.0%
Value ($000) $699 Shares 20 Est. Cost Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $660 Shares 8 Est. Cost $78.84 Unrealized -16.8%
FITB Fifth Third Bancorp 0.0%
Value ($000) $580 Shares 23 Est. Cost $22.00 Unrealized -7.8%
ServiceMaster Global Holdings Inc 0.0%
Value ($000) $560 Shares 12 Est. Cost Unrealized
Validian Corp 0.0%
Value ($000) $525 Shares 50,000 Est. Cost Unrealized
MIELY Mitsubishi Electric Corp 0.0%
Value ($000) $515 Shares 20 Est. Cost Unrealized
YAMHF Yamaha Motor Co Ltd 0.0%
Value ($000) $510 Shares 26 Est. Cost $8.47 Unrealized -20.2%
Mallinckrodt Pub 0.0%
Value ($000) $261 Shares 12 Est. Cost Unrealized
MHK Mohawk Industries Inc 0.0%
Value ($000) $252 Shares 2 Est. Cost $196.12 Unrealized -33.6%
LEN/B Lennar Corp 0.0%
Value ($000) $196 Shares 5 Est. Cost $36.45 Unrealized -11.6%
MU Micron Technology Inc 0.0%
Value ($000) $165 Shares 4 Est. Cost $49.21 Unrealized -23.4%
CAG Conagra Foods Inc 0.0%
Value ($000) $139 Shares 5 Est. Cost $24.32 Unrealized -28.5%
SCHK Schwab Strategic Tr 1000 Index Etf 0.0%
Value ($000) $111 Shares 4 Est. Cost Unrealized
NTDOY Nintendo Ltd Adr 0.0%
Value ($000) $108 Shares 3 Est. Cost Unrealized
JBLU Jetblue Airways Corp 0.0%
Value ($000) $82 Shares 5 Est. Cost $18.96 Unrealized -9.7%
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $75 Shares 2 Est. Cost $28.54 Unrealized +0.7%
Wells Fargo & Co Pfd 0.0%
Value ($000) $21 Shares 41 Est. Cost Unrealized
1/100000 Wells Fargo Pfd (NV) 0.0%
Value ($000) $0 Shares 62,200 Est. Cost Unrealized
Pharmanetics Inc 0.0%
Value ($000) $0 Shares 12,398 Est. Cost Unrealized
Performance Sports Group Ltd 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized