Heritage Wealth Advisors Diversified Active

CIK: 0001591122 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 5, 2019

Total Value ($000): $652,342,811 (100.0% shares, 0.0% debt)

Holdings (450)

IVV IShares S&P 500 Index 28.2%
Value ($000) $183,688,533 Shares 623,201 Est. Cost $264.20 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 12.9%
Value ($000) $83,914,924 Shares 778,432 Est. Cost $33512.02 Unrealized
IWM Ishares Russell 2000 7.4%
Value ($000) $48,314,601 Shares 310,705 Est. Cost $20601.94 Unrealized
IEFA iShares Core MSCI EAFE 4.9%
Value ($000) $32,124,306 Shares 523,197 Est. Cost $4921.13 Unrealized
SCHP Schwab US Tips ETF 3.7%
Value ($000) $24,041,439 Shares 426,948 Est. Cost $2039.08 Unrealized
MKL Markel Corp 3.1%
Value ($000) $20,042,102 Shares 18,394 Est. Cost $1047.47 Unrealized +0.0%
ITB iShares US Home Construction 2.8%
Value ($000) $18,273,763 Shares 478,120 Est. Cost $35240.00 Unrealized
IWS iShares Russell Midcap Value 2.6%
Value ($000) $17,233,206 Shares 193,349 Est. Cost $2180.27 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 2.1%
Value ($000) $14,021,926 Shares 272,588 Est. Cost $51658.66 Unrealized
VIG Vanguard Dividend Appreciation 1.6%
Value ($000) $10,226,470 Shares 88,802 Est. Cost $95.77 Unrealized
NEAR iShares Short Maturity Bond ETF 1.4%
Value ($000) $9,357,449 Shares 185,922 Est. Cost $50.17 Unrealized
MSFT Microsoft Corp 1.1%
Value ($000) $7,075,847 Shares 52,821 Est. Cost $73.98 Unrealized +61.6%
PEP Pepsico Incorporated 1.0%
Value ($000) $6,684,533 Shares 50,976 Est. Cost $80.54 Unrealized +30.1%
AAPL Apple Computer Inc 1.0%
Value ($000) $6,377,441 Shares 32,222 Est. Cost $32.38 Unrealized +44.0%
PM Philip Morris Intl Inc 0.8%
Value ($000) $5,426,418 Shares 69,100 Est. Cost $49.18 Unrealized +18.5%
IWN Ishares Russell 2000 Value ETF 0.8%
Value ($000) $5,060,398 Shares 41,995 Est. Cost $13406.76 Unrealized
IJH iShares Core S&P Mid Cap ETF 0.8%
Value ($000) $4,930,185 Shares 25,379 Est. Cost $166.05 Unrealized
MO Altria Group Inc 0.8%
Value ($000) $4,918,581 Shares 103,877 Est. Cost $22.25 Unrealized +39.0%
BRK/B Berkshire Hathaway Cl B 0.8%
Value ($000) $4,899,926 Shares 22,986 Est. Cost $160.72 Unrealized +28.7%
XOM Exxon Mobil Corporation 0.7%
Value ($000) $4,655,572 Shares 60,754 Est. Cost $56.15 Unrealized +1.3%
JNJ Johnson & Johnson 0.7%
Value ($000) $4,598,145 Shares 33,014 Est. Cost $94.70 Unrealized +21.2%
DIS Disney Walt Co 0.7%
Value ($000) $4,334,578 Shares 31,041 Est. Cost $95.17 Unrealized +34.5%
SPY SPDR S&P 500 Index 0.6%
Value ($000) $4,206,229 Shares 14,356 Est. Cost $216.21 Unrealized
JPMorgan Alerian MLP ETN 0.6%
Value ($000) $4,079,673 Shares 162,472 Est. Cost $17784.06 Unrealized
WMT Wal-Mart Stores Inc 0.6%
Value ($000) $3,864,251 Shares 34,974 Est. Cost $23.56 Unrealized +32.9%
MRK Merck & Co Inc 0.5%
Value ($000) $3,420,603 Shares 40,794 Est. Cost $44.21 Unrealized +40.6%
PFE Pfizer Incorporated 0.5%
Value ($000) $3,317,983 Shares 76,592 Est. Cost $23.04 Unrealized +26.8%
UDR Utd Dominion Rlty Tr Inc 0.5%
Value ($000) $3,159,403 Shares 70,381 Est. Cost $31.03 Unrealized +13.8%
UNP Union Pacific Corp 0.5%
Value ($000) $3,149,068 Shares 18,621 Est. Cost $96.67 Unrealized +52.9%
MA Mastercard Inc 0.5%
Value ($000) $3,033,660 Shares 11,468 Est. Cost $210.97 Unrealized +14.4%
UNH Unitedhealth Group Inc 0.4%
Value ($000) $2,862,972 Shares 11,733 Est. Cost $166.51 Unrealized +29.4%
United Technologies Corp 0.4%
Value ($000) $2,763,087 Shares 21,222 Est. Cost $27627.36 Unrealized
GOOG Alphabet Inc. Class C 0.4%
Value ($000) $2,490,416 Shares 2,304 Est. Cost $46.82 Unrealized +22.3%
MDT Medtronic Inc 0.4%
Value ($000) $2,360,344 Shares 24,236 Est. Cost $76.20 Unrealized -0.0%
V Visa Inc 0.4%
Value ($000) $2,308,821 Shares 13,303 Est. Cost $100.59 Unrealized +55.4%
Suntrust Banks Inc 0.3%
Value ($000) $2,199,210 Shares 34,991 Est. Cost $47.47 Unrealized
AUB Atlantic Un Bankshares Corp 0.3%
Value ($000) $2,181,425 Shares 61,744 Est. Cost $27.30 Unrealized 0.0%
USB U S Bancorp Del New 0.3%
Value ($000) $2,168,305 Shares 41,380 Est. Cost $37.49 Unrealized +3.9%
MDLZ Mondelez Intl Inc Cl A 0.3%
Value ($000) $1,750,403 Shares 32,475 Est. Cost $27.30 Unrealized +61.6%
CSX C S X Corp 0.3%
Value ($000) $1,749,413 Shares 22,611 Est. Cost $7.46 Unrealized +215.8%
D Dominion Res Inc Va New 0.2%
Value ($000) $1,500,906 Shares 19,412 Est. Cost $42.07 Unrealized +35.1%
META Facebook Inc Class A 0.2%
Value ($000) $1,481,468 Shares 7,676 Est. Cost $143.76 Unrealized +26.2%
BIP Brookfield Infra Ptnrs 0.2%
Value ($000) $1,431,877 Shares 33,346 Est. Cost $677.98 Unrealized
GOOGL Alphabet Inc. Class A 0.2%
Value ($000) $1,385,984 Shares 1,280 Est. Cost $40.68 Unrealized +41.2%
MRSH Marsh & Mc Lennan Co Inc 0.2%
Value ($000) $1,380,632 Shares 13,841 Est. Cost $85.31 Unrealized +1.1%
VTI Vanguard Total Stock Mkt 0.2%
Value ($000) $1,373,839 Shares 9,153 Est. Cost $15914.84 Unrealized
Magellan Midstream Ptnrs 0.2%
Value ($000) $1,361,152 Shares 21,268 Est. Cost $847.04 Unrealized
AMZN Amazon Com Inc 0.2%
Value ($000) $1,352,052 Shares 714 Est. Cost $56.30 Unrealized +65.4%
ITOT iShares Core S&P Total US Stock Mkt 0.2%
Value ($000) $1,336,126 Shares 20,053 Est. Cost $4863.89 Unrealized
EPD Enterprise Prd Prtnrs Lp 0.2%
Value ($000) $1,335,555 Shares 46,261 Est. Cost $27.74 Unrealized
Brookfield Asset Mgmt 0.2%
Value ($000) $1,322,407 Shares 27,677 Est. Cost $8781.43 Unrealized
WMB Williams Companies 0.2%
Value ($000) $1,281,989 Shares 45,720 Est. Cost $19.20 Unrealized -0.1%
1/100 Berkshire Htwy Cla 0.2%
Value ($000) $1,273,400 Shares 400 Est. Cost $798275.00 Unrealized
KO Coca Cola Company 0.2%
Value ($000) $1,194,650 Shares 23,461 Est. Cost $31.64 Unrealized +26.2%
SCHX Schwab US Large-Cap ETF 0.2%
Value ($000) $1,190,792 Shares 16,965 Est. Cost $63324.74 Unrealized
MCD Mc Donalds Corp 0.2%
Value ($000) $1,188,770 Shares 5,725 Est. Cost $111.24 Unrealized +52.6%
IWB Ishares Tr Russell 0.2%
Value ($000) $1,167,233 Shares 7,100 Est. Cost $6849.97 Unrealized
PAA Plains All Amern Ppln Lp 0.2%
Value ($000) $1,161,495 Shares 47,700 Est. Cost $364.41 Unrealized
CVX Chevron Corporation 0.2%
Value ($000) $1,150,074 Shares 9,242 Est. Cost $75.05 Unrealized +20.2%
MPLX MPLX LP 0.2%
Value ($000) $1,115,287 Shares 34,647 Est. Cost $1306.21 Unrealized
ET Energy Transfer Equity LP 0.2%
Value ($000) $1,114,207 Shares 79,134 Est. Cost $530.99 Unrealized
KMX Carmax Inc 0.2%
Value ($000) $1,060,455 Shares 12,213 Est. Cost $74.44 Unrealized +5.1%
XLV Sector Spdr Health Fund 0.2%
Value ($000) $1,056,501 Shares 11,404 Est. Cost $86.48 Unrealized
AGG Ishares Barclays Aggregate Bond 0.2%
Value ($000) $1,036,443 Shares 9,308 Est. Cost $27466.42 Unrealized
EFA iShares MSCI EAFE 0.2%
Value ($000) $1,026,992 Shares 15,624 Est. Cost $1858.61 Unrealized
BAC Bank Of America Corp 0.2%
Value ($000) $983,572 Shares 33,916 Est. Cost $13.25 Unrealized +84.9%
HD Home Depot Inc 0.1%
Value ($000) $938,517 Shares 4,513 Est. Cost $139.34 Unrealized +21.7%
CSCO Cisco Systems Inc 0.1%
Value ($000) $936,415 Shares 17,110 Est. Cost $27.18 Unrealized +66.2%
VZ Verizon Communications 0.1%
Value ($000) $933,848 Shares 16,346 Est. Cost $33.37 Unrealized +20.0%
AMGN Amgen Incorporated 0.1%
Value ($000) $920,555 Shares 4,995 Est. Cost $124.27 Unrealized +17.6%
RJF Raymond James Finl Inc 0.1%
Value ($000) $862,579 Shares 10,202 Est. Cost $55.11 Unrealized -6.7%
PG Procter & Gamble 0.1%
Value ($000) $753,492 Shares 6,872 Est. Cost $72.64 Unrealized +24.6%
JPM Jpmorgan Chase & Co 0.1%
Value ($000) $746,996 Shares 6,682 Est. Cost $60.46 Unrealized +52.2%
LOW Lowes Companies Inc 0.1%
Value ($000) $734,131 Shares 7,275 Est. Cost $78.33 Unrealized +19.3%
SYY Sysco Corporation 0.1%
Value ($000) $719,953 Shares 10,180 Est. Cost $29.63 Unrealized +101.0%
SBUX Starbucks Corp 0.1%
Value ($000) $698,519 Shares 8,333 Est. Cost $56.25 Unrealized +20.8%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $685,213 Shares 4,544 Est. Cost $88.74 Unrealized +44.9%
VXUS Vanguard Total International Stock ETF 0.1%
Value ($000) $658,478 Shares 12,483 Est. Cost $56.78 Unrealized
APD Air Prod & Chemicals Inc 0.1%
Value ($000) $645,155 Shares 2,850 Est. Cost $84.78 Unrealized +107.9%
Tri Continental Corp 0.1%
Value ($000) $613,163 Shares 22,735 Est. Cost $19.97 Unrealized
DEO Diageo Plc New Adr 0.1%
Value ($000) $586,233 Shares 3,402 Est. Cost $12791.73 Unrealized
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $572,499 Shares 4,015 Est. Cost $84.33 Unrealized
TE Connectivity Ltd 0.1%
Value ($000) $549,011 Shares 5,732 Est. Cost $75.87 Unrealized
IBM Intl Business Machines 0.1%
Value ($000) $547,325 Shares 3,969 Est. Cost $104.28 Unrealized -5.4%
VYM Vanguard Index Funds Vanguard High Dividend Yield 0.1%
Value ($000) $536,335 Shares 6,138 Est. Cost $87379.44 Unrealized
HON Honeywell International 0.1%
Value ($000) $519,231 Shares 2,974 Est. Cost $87.16 Unrealized +59.1%
BIIB Biogen Idec Inc 0.1%
Value ($000) $518,724 Shares 2,218 Est. Cost $259.34 Unrealized -11.0%
NFLX Netflix Inc 0.1%
Value ($000) $507,269 Shares 1,381 Est. Cost $20.66 Unrealized +74.6%
SCHB Schw US Brd Mkt Etf 0.1%
Value ($000) $506,464 Shares 7,181 Est. Cost $70528.34 Unrealized
Ingersoll-Rand PLC 0.1%
Value ($000) $501,107 Shares 3,956 Est. Cost $5952.00 Unrealized
Bb&T Corporation 0.1%
Value ($000) $499,128 Shares 10,159 Est. Cost $2427.28 Unrealized
BA Boeing Co 0.1%
Value ($000) $488,100 Shares 1,341 Est. Cost $274.32 Unrealized +30.2%
Stanley Furniture New 0.1%
Value ($000) $477,994 Shares 783,597 Est. Cost $0.49 Unrealized
Community Bankers Trust Corp 0.1%
Value ($000) $476,861 Shares 56,300 Est. Cost $4.60 Unrealized
GVI iShares Interm Government/Credit Bd 0.1%
Value ($000) $471,090 Shares 4,196 Est. Cost $110.71 Unrealized
DUK Duke Energy New 0.1%
Value ($000) $470,054 Shares 5,327 Est. Cost $55.97 Unrealized +21.1%
PFF Ishares U S Pfd Etf 0.1%
Value ($000) $464,310 Shares 12,600 Est. Cost $15812.38 Unrealized
FFXDF Fairfax India Ho-Sub Com Sub Vtg Shs Isi 0.1%
Value ($000) $459,740 Shares 36,200 Est. Cost $15.95 Unrealized -14.7%
INTC Intel Corp 0.1%
Value ($000) $451,094 Shares 9,423 Est. Cost $33.53 Unrealized +28.5%
SCHG Schwab US Large-Cap Growth ET 0.1%
Value ($000) $433,348 Shares 5,208 Est. Cost $83208.14 Unrealized
ADP Auto Data Processing 0.1%
Value ($000) $430,682 Shares 2,605 Est. Cost $69.77 Unrealized +102.1%
NSC Norfolk Southern Corp 0.1%
Value ($000) $415,603 Shares 2,085 Est. Cost $82.61 Unrealized +109.8%
AXP American Express Company 0.1%
Value ($000) $414,328 Shares 3,357 Est. Cost $77.56 Unrealized +38.6%
GD General Dynamics Corp 0.1%
Value ($000) $414,186 Shares 2,278 Est. Cost $91.09 Unrealized +62.2%
EMR Emerson Electric Co 0.1%
Value ($000) $402,322 Shares 6,030 Est. Cost $48.22 Unrealized +19.2%
BR Broadridge Finl Solution 0.1%
Value ($000) $385,849 Shares 3,022 Est. Cost $31.74 Unrealized +238.7%
UPS United Parcel Service B 0.1%
Value ($000) $378,077 Shares 3,661 Est. Cost $78.04 Unrealized +2.7%
C Citigroup Inc 0.1%
Value ($000) $363,905 Shares 6,287 Est. Cost $50.09 Unrealized +5.6%
MMM 3m Company 0.1%
Value ($000) $357,832 Shares 2,064 Est. Cost $100.20 Unrealized +20.4%
TMO Thermo Electron Corp 0.1%
Value ($000) $347,717 Shares 1,184 Est. Cost $165.89 Unrealized +63.2%
ABBV Abbvie Inc Com Usd0.01 0.1%
Value ($000) $344,175 Shares 4,733 Est. Cost $44.75 Unrealized +32.7%
ABT Abbott Laboratories 0.1%
Value ($000) $343,347 Shares 4,083 Est. Cost $41.40 Unrealized +69.6%
MCHP Microchip Technology Inc 0.1%
Value ($000) $330,621 Shares 3,813 Est. Cost $16.29 Unrealized +140.7%
IUSG iShares Russell 3000 Growth 0.0%
Value ($000) $325,936 Shares 5,200 Est. Cost $61.83 Unrealized
ORCL Oracle Corporation 0.0%
Value ($000) $317,323 Shares 5,570 Est. Cost $37.76 Unrealized +30.2%
COST Costco Whsl Corp New 0.0%
Value ($000) $315,218 Shares 1,193 Est. Cost $166.79 Unrealized +35.9%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $313,421 Shares 1,875 Est. Cost $15454.35 Unrealized
SO The Southern Company 0.0%
Value ($000) $304,040 Shares 5,500 Est. Cost $35.42 Unrealized +16.7%
IYJ iShares US Industrials 0.0%
Value ($000) $300,694 Shares 1,900 Est. Cost $128.42 Unrealized
KHC Kraft Heinz Co Com 0.0%
Value ($000) $299,505 Shares 9,649 Est. Cost $49.07 Unrealized -53.5%
ADBE Adobe Systems Inc 0.0%
Value ($000) $294,355 Shares 999 Est. Cost $203.33 Unrealized +36.6%
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $293,836 Shares 4,111 Est. Cost $69958.47 Unrealized
CVS C V S Corp Del 0.0%
Value ($000) $292,398 Shares 5,366 Est. Cost $68.60 Unrealized -36.5%
GIL Gildan Activewear Inc 0.0%
Value ($000) $283,524 Shares 7,330 Est. Cost $25.04 Unrealized +33.6%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $269,558 Shares 5,079 Est. Cost $53073.05 Unrealized
TG Tredegar Corporation 0.0%
Value ($000) $268,363 Shares 16,147 Est. Cost $9.83 Unrealized +3.8%
PYPL Paypal Hldgs Inc 0.0%
Value ($000) $267,607 Shares 2,338 Est. Cost $89.97 Unrealized +22.9%
NSRGY Nestle S A Reg B Adr 0.0%
Value ($000) $258,609 Shares 2,495 Est. Cost $38242.88 Unrealized
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $252,412 Shares 5,970 Est. Cost $29.65 Unrealized +19.8%
DD Dupont De Nemours Inc 0.0%
Value ($000) $247,506 Shares 3,297 Est. Cost $27.24 Unrealized 0.0%
CRM Salesforce Com 0.0%
Value ($000) $243,830 Shares 1,607 Est. Cost $126.05 Unrealized +22.8%
JCI Johnson Controls Inc 0.0%
Value ($000) $237,946 Shares 5,760 Est. Cost $28.21 Unrealized +18.3%
TRV Travelers Companies Inc 0.0%
Value ($000) $230,140 Shares 1,539 Est. Cost $109.87 Unrealized +13.8%
General Electric Company 0.0%
Value ($000) $226,885 Shares 21,608 Est. Cost $25.19 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $222,615 Shares 4,704 Est. Cost $39.02 Unrealized +0.2%
ENB Enbridge Inc 0.0%
Value ($000) $220,160 Shares 6,102 Est. Cost $20.09 Unrealized +16.9%
VOE Vanguard Mid Cap Value 0.0%
Value ($000) $214,775 Shares 1,929 Est. Cost $111340.07 Unrealized
DHR Danaher Corp Del 0.0%
Value ($000) $209,664 Shares 1,467 Est. Cost $78.23 Unrealized +46.9%
ECL Ecolab Inc 0.0%
Value ($000) $208,102 Shares 1,054 Est. Cost $139.75 Unrealized +23.9%
COF Capital One Financial Cp 0.0%
Value ($000) $206,863 Shares 2,280 Est. Cost $85.19 Unrealized -6.3%
ELV Anthem Inc 0.0%
Value ($000) $201,480 Shares 714 Est. Cost $240.20 Unrealized +4.0%
GLW Corning Inc 0.0%
Value ($000) $198,018 Shares 5,959 Est. Cost $26.48 Unrealized +0.5%
IBB Ishares Nasdaq Biotechnology 0.0%
Value ($000) $197,471 Shares 1,810 Est. Cost $96.57 Unrealized
TDY Teledyne Technologies 0.0%
Value ($000) $193,900 Shares 708 Est. Cost $228.00 Unrealized +9.3%
QQQ PowerShares QQQ ETF 0.0%
Value ($000) $193,089 Shares 1,034 Est. Cost $153.77 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $188,342 Shares 2,200 Est. Cost $59.68 Unrealized +5.6%
ISRG Intuitive Surgical New 0.0%
Value ($000) $183,593 Shares 350 Est. Cost $177.30 Unrealized -3.4%
QCOM Qualcomm Inc 0.0%
Value ($000) $182,612 Shares 2,401 Est. Cost $54.95 Unrealized +14.1%
MS Morgan Stanley 0.0%
Value ($000) $180,859 Shares 4,128 Est. Cost $37.62 Unrealized -3.6%
ADSK Autodesk Inc 0.0%
Value ($000) $180,819 Shares 1,110 Est. Cost $141.21 Unrealized +19.1%
LLY Eli Lilly and Co 0.0%
Value ($000) $179,591 Shares 1,621 Est. Cost $98.11 Unrealized +10.1%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $178,472 Shares 3,367 Est. Cost $33306.08 Unrealized
T A T & T Inc New 0.0%
Value ($000) $171,404 Shares 5,115 Est. Cost $14.42 Unrealized +4.6%
PEY Invesco High Yield Eq Div Achie ETF 0.0%
Value ($000) $169,373 Shares 9,337 Est. Cost $17869.98 Unrealized
Bay Banks of Virginia Inc 0.0%
Value ($000) $168,958 Shares 20,731 Est. Cost $9.41 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $164,505 Shares 3,663 Est. Cost $40.70 Unrealized -3.3%
PALL ETFS Physical Palladium 0.0%
Value ($000) $163,773 Shares 1,125 Est. Cost $101.33 Unrealized
DOW Dow Chemical Company 0.0%
Value ($000) $162,575 Shares 3,297 Est. Cost $36.37 Unrealized 0.0%
LMT Lockheed Martin Corp 0.0%
Value ($000) $158,306 Shares 435 Est. Cost $273.13 Unrealized +2.4%
VOO Vanguard 500 ETF 0.0%
Value ($000) $156,376 Shares 581 Est. Cost $269149.75 Unrealized
Royal Dutch Shell A Adrf 0.0%
Value ($000) $154,086 Shares 2,368 Est. Cost $36431.30 Unrealized
SDY Spdr Ser Tr S&P Divid Etf 0.0%
Value ($000) $151,421 Shares 1,501 Est. Cost $99409.73 Unrealized
CHCO City Holding Co 0.0%
Value ($000) $150,995 Shares 1,980 Est. Cost $63.61 Unrealized -1.0%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $146,298 Shares 4,559 Est. Cost $32089.93 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $141,013 Shares 1,026 Est. Cost $45.57 Unrealized +16.0%
FBT First Trust NYSE Arca Biotech ETF 0.0%
Value ($000) $140,840 Shares 1,000 Est. Cost $150850.00 Unrealized
CNI Canadian Natl Ry Co 0.0%
Value ($000) $140,107 Shares 1,515 Est. Cost $76.01 Unrealized +6.6%
Canadian Pac Railway 0.0%
Value ($000) $139,968 Shares 595 Est. Cost $211.76 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $139,765 Shares 3,082 Est. Cost $42.01 Unrealized -14.0%
Tri-County Financial Cp 0.0%
Value ($000) $139,642 Shares 4,140 Est. Cost $33.33 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $139,417 Shares 802 Est. Cost $173836.66 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $137,647 Shares 1,199 Est. Cost $90.37 Unrealized +2.6%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $137,604 Shares 1,571 Est. Cost $65.26 Unrealized +17.7%
MAIN Main Str Cap Corp Com 0.0%
Value ($000) $137,094 Shares 3,334 Est. Cost $39.38 Unrealized +1.2%
PNC Pnc Finl Services Gp Inc 0.0%
Value ($000) $136,456 Shares 994 Est. Cost $109.48 Unrealized -4.9%
APH Amphenol Corp Cl A 0.0%
Value ($000) $135,084 Shares 1,408 Est. Cost $21.65 Unrealized +4.3%
LUV Southwest Airlines Co 0.0%
Value ($000) $130,098 Shares 2,562 Est. Cost $53.25 Unrealized -10.7%
EHC Encompass Health Corp 0.0%
Value ($000) $121,524 Shares 1,918 Est. Cost $55.24 Unrealized -19.2%
NUE Nucor Corp 0.0%
Value ($000) $117,198 Shares 2,127 Est. Cost $54.36 Unrealized -12.0%
Blackrock Inc 0.0%
Value ($000) $115,917 Shares 247 Est. Cost $85158.11 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $115,680 Shares 1,000 Est. Cost $94.30 Unrealized +3.3%
HDV Ishares Core High Dividend Etf 0.0%
Value ($000) $113,400 Shares 1,200 Est. Cost $93290.00 Unrealized
Unilever N V Ny Shs Newf 0.0%
Value ($000) $111,725 Shares 1,840 Est. Cost $8627.30 Unrealized
NVS Novartis A G Spon Adr 0.0%
Value ($000) $111,672 Shares 1,223 Est. Cost $34098.96 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $106,880 Shares 1,305 Est. Cost $64.98 Unrealized +5.4%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $105,778 Shares 517 Est. Cost $174.57 Unrealized -3.1%
ARCC Ares Capital Corp 0.0%
Value ($000) $105,128 Shares 5,860 Est. Cost $8.68 Unrealized +8.2%
PGR Progressive Corp Ohio 0.0%
Value ($000) $104,548 Shares 1,308 Est. Cost $63.47 Unrealized 0.0%
ROST Ross Stores Inc 0.0%
Value ($000) $98,724 Shares 996 Est. Cost $85.36 Unrealized +7.0%
FS KKR Capital Corp 0.0%
Value ($000) $98,537 Shares 16,533 Est. Cost $6039.38 Unrealized
AIVL WisdomTree US Dividend ex-Financials ETF 0.0%
Value ($000) $98,207 Shares 1,145 Est. Cost $85489.95 Unrealized
Raytheon Company New 0.0%
Value ($000) $97,590 Shares 561 Est. Cost $117898.32 Unrealized
CTVA Corteva Inc com 0.0%
Value ($000) $97,492 Shares 3,297 Est. Cost $25.02 Unrealized 0.0%
IYK iShares US Consumer Goods 0.0%
Value ($000) $97,176 Shares 800 Est. Cost $118.57 Unrealized
ROKU Roku Inc Com Cl A 0.0%
Value ($000) $96,830 Shares 1,069 Est. Cost $56.98 Unrealized +40.9%
DES WisdomTree SmallCap Dividend ETF 0.0%
Value ($000) $94,045 Shares 3,469 Est. Cost $27539.93 Unrealized
NKE Nike Inc Class B 0.0%
Value ($000) $93,977 Shares 1,119 Est. Cost $76.54 Unrealized +0.7%
DON WisdomTree US MidCap Dividend ETF 0.0%
Value ($000) $92,817 Shares 2,564 Est. Cost $35790.17 Unrealized
IDV iShares International Select Dividend 0.0%
Value ($000) $92,160 Shares 3,000 Est. Cost $30860.00 Unrealized
AEP Amer Electric Pwr Co Inc 0.0%
Value ($000) $91,252 Shares 1,037 Est. Cost $66.93 Unrealized +1.9%
BP Bp Plc Adr 0.0%
Value ($000) $89,947 Shares 2,157 Est. Cost $20895.69 Unrealized
FDN First Trust Dow Jones Internet ETF 0.0%
Value ($000) $89,168 Shares 620 Est. Cost $138900.00 Unrealized
WM Waste Management, INC. 0.0%
Value ($000) $88,549 Shares 768 Est. Cost $95.62 Unrealized +1.7%
NEE Nextera Energy Inc Com 0.0%
Value ($000) $88,500 Shares 432 Est. Cost $35.90 Unrealized +16.4%
IWR Ishares Russell Midcap 0.0%
Value ($000) $87,157 Shares 1,560 Est. Cost $46.15 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $87,138 Shares 657 Est. Cost $150.73 Unrealized -18.4%
GPC Genuine Parts Co 0.0%
Value ($000) $86,696 Shares 837 Est. Cost $85.33 Unrealized +0.1%
RPM Rpm International Inc 0.0%
Value ($000) $85,554 Shares 1,400 Est. Cost $64.41 Unrealized -8.3%
Walgreen Boots Alliance Inc Com 0.0%
Value ($000) $85,395 Shares 1,562 Est. Cost $43856.92 Unrealized
BKNG Booking Hldgs Inc 0.0%
Value ($000) $84,362 Shares 45 Est. Cost $1766.98 Unrealized 0.0%
WRB Berkley W R Corp 0.0%
Value ($000) $83,929 Shares 1,273 Est. Cost $20.66 Unrealized +14.1%
EVRG Evergy Inc 0.0%
Value ($000) $82,887 Shares 1,378 Est. Cost $42.89 Unrealized +5.6%
BUD Anheuser Busch Co Inc 0.0%
Value ($000) $81,872 Shares 925 Est. Cost $37669.71 Unrealized
WTW Willis Towers Watson PLC 0.0%
Value ($000) $81,788 Shares 427 Est. Cost $136.53 Unrealized +21.2%
EEMV iShares MSCI Emerging Markets Minimum Volatility ETF 0.0%
Value ($000) $79,074 Shares 1,343 Est. Cost $59270.31 Unrealized
BK Bank of New York Mellon Corp. 0.0%
Value ($000) $77,792 Shares 1,762 Est. Cost $42.71 Unrealized -9.2%
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $77,631 Shares 1,383 Est. Cost $56132.32 Unrealized
Aon Plc Com Usd0.01 Cl A 0.0%
Value ($000) $77,192 Shares 400 Est. Cost $170700.00 Unrealized
MTG M G I C Investment Corp 0.0%
Value ($000) $76,869 Shares 5,850 Est. Cost $12.39 Unrealized +12.1%
ZTS Zoetis Inc 0.0%
Value ($000) $76,379 Shares 640 Est. Cost $83.66 Unrealized +18.6%
Capital One Financial Corp 0.0%
Value ($000) $74,143 Shares 2,932 Est. Cost $17517.22 Unrealized
UVV Universal Corp Va 0.0%
Value ($000) $73,361 Shares 1,207 Est. Cost $59.36 Unrealized -5.6%
ICSH iShares Ultra Short-Term Bond ETF 0.0%
Value ($000) $71,050 Shares 1,410 Est. Cost $50390.07 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $70,369 Shares 626 Est. Cost $112410.55 Unrealized
Unilever Plc Adr New 0.0%
Value ($000) $68,601 Shares 1,107 Est. Cost $21151.39 Unrealized
Glaxosmithkline Plc Adrf 0.0%
Value ($000) $68,554 Shares 1,713 Est. Cost $28652.99 Unrealized
MCK Mckesson Corporation 0.0%
Value ($000) $68,270 Shares 508 Est. Cost $123.13 Unrealized -3.5%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $67,840 Shares 509 Est. Cost $88.29 Unrealized +15.7%
Symantec Corp 0.0%
Value ($000) $65,389 Shares 3,005 Est. Cost $20.97 Unrealized
CI Cigna Corp 0.0%
Value ($000) $60,972 Shares 387 Est. Cost $185.01 Unrealized -22.5%
WPC W P Carey Inc 0.0%
Value ($000) $60,885 Shares 750 Est. Cost $77934.13 Unrealized
FXO First Trust Financials AlphaDEX ETF 0.0%
Value ($000) $60,135 Shares 1,900 Est. Cost $30260.00 Unrealized
RWR Spdr Dow Jones Reit 0.0%
Value ($000) $59,774 Shares 605 Est. Cost $92.56 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $58,870 Shares 640 Est. Cost $110.94 Unrealized 0.0%
THG Hanover Insurance Group 0.0%
Value ($000) $57,735 Shares 450 Est. Cost $98.07 Unrealized +4.2%
FTNT Fortinet Inc 0.0%
Value ($000) $57,623 Shares 750 Est. Cost $15.29 Unrealized +7.7%
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $57,334 Shares 2,185 Est. Cost $26239.82 Unrealized
ES Eversource Energy 0.0%
Value ($000) $57,047 Shares 753 Est. Cost $52.10 Unrealized +11.0%
MAR Marriott Intl Inc Cl A 0.0%
Value ($000) $56,116 Shares 400 Est. Cost $111.57 Unrealized +13.2%
DLS WisdomTree International Small Cap Div 0.0%
Value ($000) $55,582 Shares 855 Est. Cost $56197.88 Unrealized
FDM First Trust Dow Jones Sel MicroCap ETF 0.0%
Value ($000) $55,373 Shares 1,225 Est. Cost $44660.41 Unrealized
PSCF Powershares S&P Small Cap Financials 0.0%
Value ($000) $55,319 Shares 1,025 Est. Cost $52310.24 Unrealized
CFG Citizens Finl Group Inc Com 0.0%
Value ($000) $54,985 Shares 1,555 Est. Cost $29.36 Unrealized -11.4%
Digital Rlty Tr Inc 6.625 Pfd Ser C 0.0%
Value ($000) $54,980 Shares 2,000 Est. Cost $13758.00 Unrealized
ALL Allstate Corporation 0.0%
Value ($000) $54,709 Shares 538 Est. Cost $82.40 Unrealized +1.3%
EBAY Ebay Inc 0.0%
Value ($000) $54,510 Shares 1,380 Est. Cost $31.28 Unrealized +7.5%
Weingarten Rlty Invs Sbi 0.0%
Value ($000) $54,401 Shares 1,984 Est. Cost $29.74 Unrealized
SDOG ALPS Sector Dividend Dogs ETF 0.0%
Value ($000) $54,288 Shares 1,248 Est. Cost $45.67 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $53,530 Shares 640 Est. Cost $68.31 Unrealized +7.7%
GIS General Mills Inc 0.0%
Value ($000) $53,518 Shares 1,019 Est. Cost $35.05 Unrealized +17.6%
DIA Diamonds TRUST Series I 0.0%
Value ($000) $52,904 Shares 199 Est. Cost $261.31 Unrealized
TGT Target Corporation 0.0%
Value ($000) $52,659 Shares 608 Est. Cost $67.95 Unrealized -0.3%
Agnc Invt Corp Dep Shs 1/1000 0.0%
Value ($000) $51,160 Shares 2,000 Est. Cost $12802.50 Unrealized
EXC Exelon Corporation 0.0%
Value ($000) $51,104 Shares 1,066 Est. Cost $26.19 Unrealized +6.6%
O Realty Income Corp 0.0%
Value ($000) $50,900 Shares 738 Est. Cost $49.24 Unrealized +0.5%
EL Lauder Estee Co Inc Cl A 0.0%
Value ($000) $49,440 Shares 270 Est. Cost $130.17 Unrealized +20.6%
VWOB Vanguard Emerging Mkts Govt Bd ETF 0.0%
Value ($000) $49,297 Shares 613 Est. Cost $80419.25 Unrealized
GNW Genworth Financial Inc 0.0%
Value ($000) $48,976 Shares 13,201 Est. Cost $4.47 Unrealized -20.6%
OMC Omnicom Group Inc 0.0%
Value ($000) $47,897 Shares 584 Est. Cost $53.66 Unrealized +15.5%
Berry Plastics Group Inc 0.0%
Value ($000) $47,331 Shares 900 Est. Cost $52590.00 Unrealized
DE Deere & Co 0.0%
Value ($000) $47,065 Shares 284 Est. Cost $141.43 Unrealized 0.0%
INTU Intuit Inc 0.0%
Value ($000) $47,039 Shares 180 Est. Cost $204.54 Unrealized +19.0%
SBAC S B A Communications Cp 0.0%
Value ($000) $46,992 Shares 209 Est. Cost $147.24 Unrealized +32.4%
EW Edwards Lifesciences Cp 0.0%
Value ($000) $45,077 Shares 244 Est. Cost $48.91 Unrealized +23.6%
TROW Rowe T Price Group Inc 0.0%
Value ($000) $44,937 Shares 410 Est. Cost $82.51 Unrealized -2.5%
AZN Astrazeneca Plc Adr 0.0%
Value ($000) $44,624 Shares 1,081 Est. Cost $39268.85 Unrealized
VEA Vanguard FTSE International 0.0%
Value ($000) $44,129 Shares 1,058 Est. Cost $42.93 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $43,060 Shares 522 Est. Cost $102.11 Unrealized -15.8%
WSO Watsco Inc 0.0%
Value ($000) $43,023 Shares 263 Est. Cost $159.31 Unrealized -1.4%
SLV iShares Silver Trust 0.0%
Value ($000) $42,990 Shares 3,000 Est. Cost $13.67 Unrealized
CL Colgate-Palmolive Co 0.0%
Value ($000) $42,142 Shares 588 Est. Cost $55.97 Unrealized +8.7%
AMT Amern Tower Corp Class A 0.0%
Value ($000) $42,117 Shares 206 Est. Cost $120.79 Unrealized +39.2%
ETN Eaton Corporation 0.0%
Value ($000) $42,056 Shares 505 Est. Cost $71.22 Unrealized +0.3%
HIW Highwoods Pptys Inc 0.0%
Value ($000) $42,002 Shares 1,017 Est. Cost $47.20 Unrealized
AVGO Avago Technologies Ltd 0.0%
Value ($000) $41,452 Shares 144 Est. Cost $18.27 Unrealized +33.5%
2U Inc 0.0%
Value ($000) $41,404 Shares 1,100 Est. Cost $74.55 Unrealized
Versum Matls Inc 0.0%
Value ($000) $41,264 Shares 800 Est. Cost $8415.00 Unrealized
CTSH Cognizant Tech Sol Cl A 0.0%
Value ($000) $39,936 Shares 630 Est. Cost $70.24 Unrealized -15.4%
JBSS Sanfilippo John B & Son Inc 0.0%
Value ($000) $39,845 Shares 500 Est. Cost $75.10 Unrealized +1.1%
CEF Central Fd Cda Ltd Cla 0.0%
Value ($000) $39,690 Shares 3,000 Est. Cost $11.67 Unrealized
VTR Ventas Inc 0.0%
Value ($000) $39,506 Shares 578 Est. Cost $45.09 Unrealized +8.3%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $39,470 Shares 302 Est. Cost $130695.37 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $39,349 Shares 230 Est. Cost $138.18 Unrealized 0.0%
NGG National Grid Plc Adr 0.0%
Value ($000) $39,300 Shares 739 Est. Cost $55840.32 Unrealized
UGI U G I Corporation New 0.0%
Value ($000) $39,096 Shares 732 Est. Cost $53.89 Unrealized -1.2%
ED Consolidated Edison Hldg Co Inc 0.0%
Value ($000) $38,579 Shares 440 Est. Cost $60.48 Unrealized +12.2%
CDK GLOBAL INC 0.0%
Value ($000) $37,871 Shares 766 Est. Cost $61.36 Unrealized
PSX Phillips 0.0%
Value ($000) $37,535 Shares 401 Est. Cost $75.15 Unrealized -8.9%
VOD Vodafone Group Plc Adr 0.0%
Value ($000) $37,020 Shares 2,267 Est. Cost $18179.97 Unrealized
STORE Capital Corp 0.0%
Value ($000) $36,509 Shares 1,100 Est. Cost $18115.82 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $35,977 Shares 175 Est. Cost $157.54 Unrealized +12.9%
HPQ Hewlett-Packard Company 0.0%
Value ($000) $34,075 Shares 1,639 Est. Cost $18.79 Unrealized -16.3%
Ansys Inc 0.0%
Value ($000) $32,976 Shares 161 Est. Cost $183.57 Unrealized
HIG Hartford Finl Svcs Grp 0.0%
Value ($000) $32,708 Shares 587 Est. Cost $43.54 Unrealized +4.7%
TOWN Townebank Portsmouth Va 0.0%
Value ($000) $32,572 Shares 1,194 Est. Cost $31.86 Unrealized -17.2%
KNX Knight Swift Transn Hldgs Inc 0.0%
Value ($000) $31,198 Shares 950 Est. Cost $32.54 Unrealized -8.3%
AEE Ameren Corporation 0.0%
Value ($000) $30,795 Shares 410 Est. Cost $51.05 Unrealized +19.5%
ZURVY Zurich Insurance Group Ag 0.0%
Value ($000) $30,783 Shares 640 Est. Cost $33096.26 Unrealized
CM Cdn Imperial Bk Comm Toronto O Com 0.0%
Value ($000) $30,481 Shares 388 Est. Cost $29.85 Unrealized -1.7%
CLX Clorox Company 0.0%
Value ($000) $30,203 Shares 197 Est. Cost $125.69 Unrealized 0.0%
FBIN Fortune Brands Hm & Sec 0.0%
Value ($000) $30,165 Shares 528 Est. Cost $41.95 Unrealized -4.1%
WELL Welltower Inc Com 0.0%
Value ($000) $29,922 Shares 367 Est. Cost $58.60 Unrealized +9.2%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $29,840 Shares 534 Est. Cost $62.52 Unrealized -29.2%
GM General Motors Corp 0.0%
Value ($000) $29,745 Shares 772 Est. Cost $33.08 Unrealized +5.0%
IYW Ishares U S Technology Etf 0.0%
Value ($000) $29,684 Shares 150 Est. Cost $153.33 Unrealized
DY Dycom Industries Inc 0.0%
Value ($000) $29,435 Shares 500 Est. Cost $86.52 Unrealized -40.8%
DAL Delta Air Lines Inc New 0.0%
Value ($000) $29,340 Shares 517 Est. Cost $51.39 Unrealized +3.7%
WY Weyerhaeuser Co 0.0%
Value ($000) $28,500 Shares 1,082 Est. Cost $25.91 Unrealized -24.0%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $27,852 Shares 319 Est. Cost $78.37 Unrealized
Duke Energy Corp New Dp Rep Pfd A 0.0%
Value ($000) $26,420 Shares 1,000 Est. Cost $26420.00 Unrealized
ATHENE HOLDING LTD 6.35 SER A 0.0%
Value ($000) $26,400 Shares 1,000 Est. Cost $26400.00 Unrealized
VB Vanguard Small Cap 0.0%
Value ($000) $26,374 Shares 168 Est. Cost $156988.10 Unrealized
SNY Sanofi Aventis Adr 0.0%
Value ($000) $26,092 Shares 603 Est. Cost $43688.93 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $25,608 Shares 102 Est. Cost $220.32 Unrealized -4.8%
Buckeye Partners Uts L P 0.0%
Value ($000) $25,533 Shares 622 Est. Cost $35.37 Unrealized
IJR Ishares S&P Smallcap Core ETF 0.0%
Value ($000) $25,363 Shares 324 Est. Cost $86.42 Unrealized
ACN Accenture Ltd Cl A 0.0%
Value ($000) $25,313 Shares 137 Est. Cost $149.23 Unrealized +9.7%
STE Steris Corp 0.0%
Value ($000) $25,310 Shares 170 Est. Cost $110.62 Unrealized +13.7%
BBY Best Buy Inc 0.0%
Value ($000) $25,033 Shares 359 Est. Cost $58.51 Unrealized -8.0%
GBDC Golub Capital BDC Inc 0.0%
Value ($000) $24,884 Shares 1,398 Est. Cost $9.11 Unrealized +1.3%
XLK Sector Spdr Tech Select 0.0%
Value ($000) $24,270 Shares 311 Est. Cost $61.09 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $23,699 Shares 148 Est. Cost $141.56 Unrealized 0.0%
Bb&T Corp Dep Shs Repstg 1/1000th Perp P 0.0%
Value ($000) $23,641 Shares 940 Est. Cost $22.34 Unrealized
MET Metlife Inc 0.0%
Value ($000) $23,593 Shares 475 Est. Cost $35.53 Unrealized +5.8%
FTS Fortis Inc 0.0%
Value ($000) $23,485 Shares 595 Est. Cost $27.39 Unrealized +7.5%
GSBD Goldman Sachs Bdc Inc Shs 0.0%
Value ($000) $23,407 Shares 1,190 Est. Cost $20.45 Unrealized -1.3%
AAP Advance Auto Parts Inc 0.0%
Value ($000) $23,121 Shares 150 Est. Cost $135.19 Unrealized +5.8%
EA Electronic Arts Inc 0.0%
Value ($000) $22,784 Shares 225 Est. Cost $125.34 Unrealized -26.1%
ALLE Allegion PLC 0.0%
Value ($000) $22,110 Shares 200 Est. Cost $76.93 Unrealized +19.5%
XLU Select Sector Spdr Trust The Utilities Select Sect 0.0%
Value ($000) $21,511 Shares 361 Est. Cost $59587.26 Unrealized
CCI Crown Castle Intl Corp 0.0%
Value ($000) $21,508 Shares 165 Est. Cost $87.33 Unrealized +10.6%
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $21,456 Shares 180 Est. Cost $114.81 Unrealized
MPT Medical Pptys Tr Inc 0.0%
Value ($000) $21,190 Shares 1,215 Est. Cost $18510.29 Unrealized
WYNN Wynn Resorts Ltd 0.0%
Value ($000) $20,966 Shares 169 Est. Cost $121.12 Unrealized 0.0%
WestRock Co 0.0%
Value ($000) $20,350 Shares 558 Est. Cost $52.91 Unrealized
GLD Spdr Gold TRUST 0.0%
Value ($000) $19,980 Shares 150 Est. Cost $106.67 Unrealized
Colony NorthStar Inc 0.0%
Value ($000) $19,888 Shares 800 Est. Cost $12442.50 Unrealized
ELS Equity Lifestyle Properties Inc 0.0%
Value ($000) $19,679 Shares 162 Est. Cost $121475.31 Unrealized
Celgene Corp 0.0%
Value ($000) $19,043 Shares 206 Est. Cost $87.38 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $18,741 Shares 192 Est. Cost $85.25 Unrealized +1.9%
FLS Flowserve Corporation 0.0%
Value ($000) $18,705 Shares 355 Est. Cost $41.44 Unrealized +2.7%
HAS Hasbro Inc 0.0%
Value ($000) $18,600 Shares 176 Est. Cost $76.61 Unrealized +0.4%
FOXA 21st Cent Fox Cl A 0.0%
Value ($000) $18,320 Shares 500 Est. Cost $35.41 Unrealized -5.2%
AVT Avnet Inc 0.0%
Value ($000) $18,108 Shares 400 Est. Cost $38.25 Unrealized -1.3%
GBTC Grayscale Bitcoin Tr Btc Shs Accd Invs 0.0%
Value ($000) $17,778 Shares 1,175 Est. Cost $4780.43 Unrealized
BX Blackstone Group LP 0.0%
Value ($000) $17,768 Shares 400 Est. Cost $31.77 Unrealized 0.0%
RLI R L I Corp 0.0%
Value ($000) $17,473 Shares 204 Est. Cost $32.91 Unrealized 0.0%
IMBBY Imperial Brands PLC 0.0%
Value ($000) $17,440 Shares 742 Est. Cost $34199.46 Unrealized
GH Guardant Health Inc 0.0%
Value ($000) $17,266 Shares 200 Est. Cost $57.01 Unrealized +34.0%
NTRA Natera Inc 0.0%
Value ($000) $17,238 Shares 625 Est. Cost $15.67 Unrealized +40.8%
Apollo Global Management LLC Class A 0.0%
Value ($000) $17,150 Shares 500 Est. Cost $34.00 Unrealized
JRVR James River Group Holdings Ltd 0.0%
Value ($000) $16,790 Shares 358 Est. Cost $39.18 Unrealized +11.1%
GTBIF Green Thumb Industries Inc 0.0%
Value ($000) $16,736 Shares 1,500 Est. Cost $11.68 Unrealized +10.5%
CCL Carnival Corp New 0.0%
Value ($000) $16,711 Shares 359 Est. Cost $53.21 Unrealized -5.5%
MSI Motorola Solutions Inc Com New 0.0%
Value ($000) $16,673 Shares 100 Est. Cost $136.64 Unrealized +1.0%
NVO Novo-Nordisk A-S Adr 0.0%
Value ($000) $16,333 Shares 320 Est. Cost $46.88 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $16,109 Shares 150 Est. Cost $87.80 Unrealized +19.8%
CNP Centerpoint Energy Inc 0.0%
Value ($000) $15,747 Shares 550 Est. Cost $22.59 Unrealized +9.3%
PSA Public Storage 0.0%
Value ($000) $15,719 Shares 66 Est. Cost $157.22 Unrealized +10.6%
TIP Ishares Tr Barclays Tips 0.0%
Value ($000) $15,097 Shares 131 Est. Cost $115244.27 Unrealized
ITA iShares US Aerospace & Defense 0.0%
Value ($000) $14,995 Shares 70 Est. Cost $46072.29 Unrealized
NVT Navteq Corp 0.0%
Value ($000) $14,874 Shares 600 Est. Cost $20.84 Unrealized +7.9%
NTT DOCOMO Inc 0.0%
Value ($000) $14,762 Shares 633 Est. Cost $22148.50 Unrealized
HSY Hershey Company 0.0%
Value ($000) $14,735 Shares 110 Est. Cost $108.95 Unrealized 0.0%
ABEV Ambev SA 0.0%
Value ($000) $14,687 Shares 3,145 Est. Cost $4300.16 Unrealized
G Genpact Limited 0.0%
Value ($000) $14,665 Shares 385 Est. Cost $27.86 Unrealized +20.7%
ROP Roper Industries Inc 0.0%
Value ($000) $14,650 Shares 40 Est. Cost $282.40 Unrealized +20.9%
LNT Alliant Energy Corp 0.0%
Value ($000) $14,577 Shares 297 Est. Cost $36.14 Unrealized +7.3%
Healthcare Realty TRUST 0.0%
Value ($000) $14,094 Shares 450 Est. Cost $28.89 Unrealized
IP International Paper Co 0.0%
Value ($000) $13,646 Shares 315 Est. Cost $35.63 Unrealized -11.9%
TFX Teleflex Incorporated 0.0%
Value ($000) $13,577 Shares 41 Est. Cost $266.14 Unrealized +9.1%
PPL Ppl Corporation 0.0%
Value ($000) $13,427 Shares 433 Est. Cost $23.10 Unrealized +1.0%
TSLA Tesla, Inc 0.0%
Value ($000) $13,184 Shares 59 Est. Cost $20.83 Unrealized -25.3%
FTV Fortive Corp Com 0.0%
Value ($000) $13,043 Shares 160 Est. Cost $49.74 Unrealized +1.5%
DOV Dover Corporation 0.0%
Value ($000) $12,625 Shares 126 Est. Cost $76.53 Unrealized +13.9%
L Loews Corporation 0.0%
Value ($000) $12,514 Shares 229 Est. Cost $49.88 Unrealized 0.0%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $12,254 Shares 68 Est. Cost $163.54 Unrealized +6.2%
LEN Lennar Corp Cl A 0.0%
Value ($000) $12,115 Shares 250 Est. Cost $46.22 Unrealized -0.7%
A Agilent Technologies Inc 0.0%
Value ($000) $11,798 Shares 158 Est. Cost $62.73 Unrealized +12.7%
PPG P P G Industries Inc 0.0%
Value ($000) $11,671 Shares 100 Est. Cost $94.73 Unrealized +6.0%
NEU Newmarket Corporation 0.0%
Value ($000) $11,627 Shares 29 Est. Cost $366.76 Unrealized -1.8%
Deutsche Bk Ag London Brh Trig Lkd 19 0.0%
Value ($000) $11,300 Shares 1,000 Est. Cost $10.00 Unrealized
Maxim Integrated Prods 0.0%
Value ($000) $11,186 Shares 187 Est. Cost $53171.12 Unrealized
VET Vermilion Energy Inc com 0.0%
Value ($000) $11,147 Shares 513 Est. Cost $24.50 Unrealized -4.8%
BABA Alibaba Group Holding Ltd 0.0%
Value ($000) $11,014 Shares 65 Est. Cost $57854.48 Unrealized
PureFunds ISE Cyber Security ETF 0.0%
Value ($000) $10,937 Shares 275 Est. Cost $40.00 Unrealized
VIRT Virtu Financial Inc A 0.0%
Value ($000) $10,890 Shares 500 Est. Cost $23.50 Unrealized 0.0%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $10,755 Shares 51 Est. Cost $210882.36 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $10,558 Shares 105 Est. Cost $69.81 Unrealized +2.4%
FULT Fulton Financial Corp 0.0%
Value ($000) $10,395 Shares 635 Est. Cost $12.85 Unrealized -3.5%
VDE Vanguard Energy ETF 0.0%
Value ($000) $9,576 Shares 113 Est. Cost $84743.36 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $9,539 Shares 86 Est. Cost $104.65 Unrealized
PH Parker-Hannifin Corp 0.0%
Value ($000) $9,521 Shares 56 Est. Cost $156.48 Unrealized 0.0%
ALC Alcon Inc Ord Shs 0.0%
Value ($000) $9,494 Shares 153 Est. Cost $57.87 Unrealized 0.0%
CC The Chemours Company 0.0%
Value ($000) $9,408 Shares 392 Est. Cost $32.39 Unrealized -31.2%
ADNT Adient Plc Ord Shs 0.0%
Value ($000) $9,320 Shares 384 Est. Cost $17.72 Unrealized +16.1%
RGA Reinsurance Grp Of Amer 0.0%
Value ($000) $9,206 Shares 59 Est. Cost $149.67 Unrealized 0.0%
MTB M & T Bank Corporation 0.0%
Value ($000) $9,014 Shares 53 Est. Cost $131.85 Unrealized +1.5%
CPKF Chesapeake Financial Shares Inc 0.0%
Value ($000) $9,006 Shares 344 Est. Cost $18.47 Unrealized 0.0%
Viacom Inc Non Vtg Cl B 0.0%
Value ($000) $8,926 Shares 299 Est. Cost $29852.84 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $8,783 Shares 130 Est. Cost $52.89 Unrealized -3.9%
Telefonica Brasil SA ADR 0.0%
Value ($000) $8,684 Shares 667 Est. Cost $12070.47 Unrealized
BLX Banco Latinoamericano de Comercio Exterior SA Clas 0.0%
Value ($000) $8,415 Shares 404 Est. Cost $12.35 Unrealized +12.5%
IYH iShares US Healthcare 0.0%
Value ($000) $8,397 Shares 43 Est. Cost $198.60 Unrealized
CME Chicago Mercantile Exch 0.0%
Value ($000) $8,153 Shares 42 Est. Cost $144.47 Unrealized 0.0%
UAA Under Armour Inc Cl A 0.0%
Value ($000) $7,605 Shares 300 Est. Cost $23.43 Unrealized 0.0%
IEX Idex Corp 0.0%
Value ($000) $7,058 Shares 41 Est. Cost $130.09 Unrealized +11.3%
WAB Wabtec 0.0%
Value ($000) $6,889 Shares 96 Est. Cost $69.17 Unrealized -1.5%
Lazard Ltd 0.0%
Value ($000) $6,878 Shares 200 Est. Cost $34390.00 Unrealized
Flir Systems Inc 0.0%
Value ($000) $6,762 Shares 125 Est. Cost $54096.00 Unrealized
Triton International Ltd 0.0%
Value ($000) $6,552 Shares 200 Est. Cost $30.00 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $5,972 Shares 286 Est. Cost $11.20 Unrealized +22.0%
VERITAS FARMS INC 0.0%
Value ($000) $5,960 Shares 4,000 Est. Cost $650.00 Unrealized
MHLD 8.25 PERP A Maiden Holdings Ltdpref Shs Ser A 0.0%
Value ($000) $5,750 Shares 1,000 Est. Cost $20.00 Unrealized
Morgan Stanley Pfd Shs 0.0%
Value ($000) $5,072 Shares 200 Est. Cost $25.00 Unrealized
GRMN Garmin Ltd 0.0%
Value ($000) $4,948 Shares 62 Est. Cost $64.24 Unrealized +9.3%
PVH Phillips Van Heusen 0.0%
Value ($000) $4,827 Shares 51 Est. Cost $109.50 Unrealized 0.0%
TKR Timken Company 0.0%
Value ($000) $4,621 Shares 90 Est. Cost $47.77 Unrealized 0.0%
Phillips 66 Partners Lp 0.0%
Value ($000) $4,540 Shares 92 Est. Cost $52347.82 Unrealized
FFIV F5 Networks Inc 0.0%
Value ($000) $4,369 Shares 30 Est. Cost $149.71 Unrealized 0.0%
OGS ONE GAS INC 0.0%
Value ($000) $3,793 Shares 42 Est. Cost $88.47 Unrealized 0.0%
BG Staffing Inc 0.0%
Value ($000) $3,776 Shares 200 Est. Cost $18880.00 Unrealized
TNDM Tandem Diabetes Care Inc 0.0%
Value ($000) $3,549 Shares 55 Est. Cost $34.99 Unrealized +84.4%
CAH Cardinal Health Inc 0.0%
Value ($000) $3,533 Shares 75 Est. Cost $38.16 Unrealized 0.0%
Canopy Growth Corp 0.0%
Value ($000) $3,426 Shares 85 Est. Cost $43364.71 Unrealized
REZI Resideo Technologies Inc 0.0%
Value ($000) $3,420 Shares 156 Est. Cost $21.34 Unrealized -1.0%
PEG Pub Svc Ent Group Inc 0.0%
Value ($000) $3,353 Shares 57 Est. Cost $44.28 Unrealized +7.4%
TELFY Telefonica SA 0.0%
Value ($000) $3,158 Shares 381 Est. Cost $7.87 Unrealized
JBGS JBG SMITH Properties 0.0%
Value ($000) $3,147 Shares 80 Est. Cost $25.00 Unrealized
VRTS Virtus Investment Ptnrs 0.0%
Value ($000) $2,470 Shares 23 Est. Cost $100.45 Unrealized -10.7%
GNTX Gentex Corp 0.0%
Value ($000) $2,461 Shares 100 Est. Cost $23.14 Unrealized -2.1%
BYND Beyond Meat Inc 0.0%
Value ($000) $1,767 Shares 11 Est. Cost $111.57 Unrealized 0.0%
NI NiSource Inc 0.0%
Value ($000) $1,469 Shares 51 Est. Cost $20.81 Unrealized +8.8%
GTX Garrett Motion Inc 0.0%
Value ($000) $1,428 Shares 93 Est. Cost $13.59 Unrealized +24.9%
STIP iShares 0-5 Year TIPS Bond 0.0%
Value ($000) $1,308 Shares 13 Est. Cost $99692.30 Unrealized
Validian Corp 0.0%
Value ($000) $1,300 Shares 50,000 Est. Cost Unrealized
UA UNDER ARMOUR INC-CLASS C 0.0%
Value ($000) $1,288 Shares 58 Est. Cost $19.38 Unrealized +7.3%
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $1,070 Shares 21 Est. Cost $47.62 Unrealized
ASIX Advansix Inc 0.0%
Value ($000) $904 Shares 37 Est. Cost $32.81 Unrealized -21.9%
Village Bk & Tr Finlcorp 0.0%
Value ($000) $231 Shares 7 Est. Cost $33000.00 Unrealized
BEP Brookfield Renewable Partners LP 0.0%
Value ($000) $173 Shares 5 Est. Cost $34600.00 Unrealized
NTDOY Nintendo Ltd Adr 0.0%
Value ($000) $137 Shares 3 Est. Cost Unrealized
SCHK Schwab Strategic Tr 1000 Index Etf 0.0%
Value ($000) $115 Shares 4 Est. Cost Unrealized
JBLU Jetblue Airways Corp 0.0%
Value ($000) $92 Shares 5 Est. Cost $18.96 Unrealized -5.7%
TEVA Teva Pharm Inds Ltd Adrf 0.0%
Value ($000) $92 Shares 10 Est. Cost $21.43 Unrealized
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $71 Shares 2 Est. Cost $28.54 Unrealized +4.3%
Wells Fargo & Co Pfd 0.0%
Value ($000) $45 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