Verity Asset Management, Inc. Diversified Active

CIK: 0001597298 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 12, 2017

Total Value ($000): $120,943 (100.0% shares, 0.0% debt)

Holdings (124)

POWERSHARES EXCHANGE TRADED FD TR II SENIOR LN PORT 11.7%
Value ($000) $14,194 Shares 610,213 Est. Cost $23.24 Unrealized
MINT PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF 10.6%
Value ($000) $12,796 Shares 125,884 Est. Cost $101.33 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 5.6%
Value ($000) $6,816 Shares 31,504 Est. Cost $216.35 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 5.4%
Value ($000) $6,545 Shares 31,720 Est. Cost $184.60 Unrealized
POWERSHARES QQQ TR UNIT SER 1 2.9%
Value ($000) $3,504 Shares 26,472 Est. Cost $117.92 Unrealized
IBB ISHARES TR NASDAQ BIOTECH ETF 2.7%
Value ($000) $3,291 Shares 11,223 Est. Cost $247.76 Unrealized
HIGHLAND FDS I HIGHLAND/IBOXX SR LN ETF 2.4%
Value ($000) $2,854 Shares 153,768 Est. Cost $18.56 Unrealized
TBT PROSHARES TR ULTRASHORT 20 YR TREAS NEW 2.3%
Value ($000) $2,811 Shares 71,848 Est. Cost $40.02 Unrealized
POWERSHARES WATER RESOURCE PORTFOLIO 2.2%
Value ($000) $2,694 Shares 103,485 Est. Cost $25.77 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 2.0%
Value ($000) $2,459 Shares 17,887 Est. Cost $122.04 Unrealized
XLV SELECT SECTOR SPDR FD HEALTH CARE 1.7%
Value ($000) $2,025 Shares 27,239 Est. Cost $67.51 Unrealized
IHI ISHARES US MEDICAL DEVICES ETF 1.5%
Value ($000) $1,821 Shares 12,029 Est. Cost $151.38 Unrealized
WESTPAC BANKING CORPORATION - STRYPES 1.5%
Value ($000) $1,779 Shares 66,575 Est. Cost $26.72 Unrealized
CM CANADIAN IMPERIAL BANK OF COMMERCE 1.4%
Value ($000) $1,696 Shares 19,675 Est. Cost $28.52 Unrealized 0.0%
XRT SPDR RETAIL ETF 1.4%
Value ($000) $1,688 Shares 39,960 Est. Cost $42.24 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.3%
Value ($000) $1,631 Shares 1,924 Est. Cost $40.34 Unrealized +3.5%
VGK VANGUARD INTL EQUITY INDEX FDS MSCI EUROPE ETF 1.3%
Value ($000) $1,617 Shares 31,355 Est. Cost $51.57 Unrealized
AAPL APPLE COMPUTER INC COM 1.3%
Value ($000) $1,595 Shares 11,104 Est. Cost $23.65 Unrealized +28.7%
IBM INTERNATIONAL BUSINESS MACHINES CORP 1.3%
Value ($000) $1,564 Shares 8,983 Est. Cost $103.98 Unrealized +10.0%
XLK TECHNOLOGY SECTOR SPDR TR 1.2%
Value ($000) $1,506 Shares 28,250 Est. Cost $53.31 Unrealized
TARGET CORP COM 1.1%
Value ($000) $1,320 Shares 23,920 Est. Cost $55.18 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $1,314 Shares 7,884 Est. Cost $146.25 Unrealized +14.4%
PYPL PAYPAL HLDGS INC 1.0%
Value ($000) $1,266 Shares 29,433 Est. Cost $39.24 Unrealized +6.4%
EFZ PROSHARES TR SHORT MSCI EAFE FD 1.0%
Value ($000) $1,256 Shares 42,522 Est. Cost $33.27 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value ($000) $1,205 Shares 11,224 Est. Cost $76.76 Unrealized 0.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CO ETF 1.0%
Value ($000) $1,150 Shares 9,751 Est. Cost $115.80 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS 0.9%
Value ($000) $1,142 Shares 28,742 Est. Cost $35.85 Unrealized
PFF ISHARES US PREFERRED STOCK ETF 0.9%
Value ($000) $1,079 Shares 27,894 Est. Cost $38.61 Unrealized
VANECK VECTORS OIL SERVICES ETF 0.9%
Value ($000) $1,037 Shares 33,646 Est. Cost $30.82 Unrealized
IYH ISHARES US HEALTHCARE ETF 0.8%
Value ($000) $1,004 Shares 6,448 Est. Cost $155.71 Unrealized
EPI WISDOMTREE TR INDIA EARNINGS FD 0.8%
Value ($000) $1,002 Shares 41,515 Est. Cost $19.67 Unrealized
PS DB USD IDX BL FD 0.8%
Value ($000) $916 Shares 35,296 Est. Cost $25.06 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.8%
Value ($000) $916 Shares 23,252 Est. Cost $38.88 Unrealized
CMC COMMERCIAL METALS CO 0.7%
Value ($000) $884 Shares 46,210 Est. Cost $17.33 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF 0.7%
Value ($000) $834 Shares 2,669 Est. Cost $312.48 Unrealized
SWEDISH EXPT CR CORP ELEMENTS LKD TO ROGERS INTL COMMODITY INDEX AGRI TOTAL RETURN 0.7%
Value ($000) $830 Shares 131,966 Est. Cost $6.29 Unrealized
XLB SELECT SECTOR SPDR TR MATLS 0.7%
Value ($000) $809 Shares 15,441 Est. Cost $51.10 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.7%
Value ($000) $789 Shares 15,508 Est. Cost $50.67 Unrealized
TJX TJX COMPANIES INC. 0.6%
Value ($000) $766 Shares 9,683 Est. Cost $34.11 Unrealized -0.3%
SPDR DOW JONES INDUSTRIAL AVRG ETF @ 0.6%
Value ($000) $727 Shares 3,523 Est. Cost $206.36 Unrealized
CSCO CISCO SYSTEMS, INC. 0.6%
Value ($000) $716 Shares 21,192 Est. Cost $20.86 Unrealized +18.6%
MSFT MICROSOFT CORP 0.6%
Value ($000) $689 Shares 10,462 Est. Cost $40.88 Unrealized +41.5%
ARCC ARES CAPITAL CORPORATION - CLOSED END FUND 0.6%
Value ($000) $684 Shares 39,333 Est. Cost $6.83 Unrealized +9.0%
VMC VULCAN MATERIALS COMPANY 0.6%
Value ($000) $679 Shares 5,633 Est. Cost $105.15 Unrealized +7.6%
HAL HALLIBURTON CO. 0.5%
Value ($000) $631 Shares 12,815 Est. Cost $45.14 Unrealized 0.0%
POWERSHARES ETF TR II VAR RATE PFD PORT 0.5%
Value ($000) $615 Shares 24,168 Est. Cost $24.65 Unrealized
BARCLAYS IPATH SP 500 VIX S/T FU ETN NEW 0.5%
Value ($000) $564 Shares 35,701 Est. Cost $15.80 Unrealized
AMERIGAS PARTNERS LP UNITS LIMITED PARTNERSHIP INTEREST 0.4%
Value ($000) $544 Shares 11,545 Est. Cost $42.39 Unrealized
AGRIUM INC 0.4%
Value ($000) $533 Shares 5,582 Est. Cost $90.40 Unrealized
GENERAL ELECTRIC COMPANY 0.4%
Value ($000) $524 Shares 17,571 Est. Cost $26.34 Unrealized
SANDERSON FARMS, INC. 0.4%
Value ($000) $488 Shares 4,698 Est. Cost $103.87 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.4%
Value ($000) $485 Shares 4,665 Est. Cost $103.97 Unrealized
XLF SELECT SECTOR SPDR TR FINANCIAL 0.4%
Value ($000) $454 Shares 19,118 Est. Cost $23.75 Unrealized
XLY SELECT SECTOR SPDR TR CONSUMER 0.4%
Value ($000) $443 Shares 5,033 Est. Cost $75.31 Unrealized
TGNA TEGNA INC COM SHS 0.4%
Value ($000) $442 Shares 17,265 Est. Cost $15.38 Unrealized 0.0%
EMR EMERSON ELEC. CO. 0.3%
Value ($000) $408 Shares 6,822 Est. Cost $38.87 Unrealized +23.3%
DUK DUKE ENERGY CORP NEW COM 0.3%
Value ($000) $407 Shares 4,967 Est. Cost $49.70 Unrealized +11.3%
MAGELLAN MIDSTREAM PARTNERS LP COM UNIT REPSTG LTD PARTNER INT 0.3%
Value ($000) $403 Shares 5,235 Est. Cost $70.97 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $390 Shares 6,806 Est. Cost $45.51 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $369 Shares 3,272 Est. Cost $58.47 Unrealized +12.2%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $367 Shares 7,538 Est. Cost $29.14 Unrealized +7.9%
SPY SPDR S&P 500 ETF TR TR UNIT 0.3%
Value ($000) $365 Shares 1,550 Est. Cost $235.48 Unrealized
VTR VENTAS INC 0.3%
Value ($000) $361 Shares 5,550 Est. Cost $46.29 Unrealized -8.1%
SPECTRA ENERGY PARTNERS, LP COMMON UNITS REPRESENTING LIMITED PARTNER INTERESTS 0.3%
Value ($000) $351 Shares 8,035 Est. Cost $46.24 Unrealized
MOO VANECK VECTORS AGRIBUSINESS ETF 0.3%
Value ($000) $342 Shares 6,392 Est. Cost $53.50 Unrealized
WFC WELLS FARGO & CO NEW COM 0.3%
Value ($000) $331 Shares 5,954 Est. Cost $38.03 Unrealized +16.6%
NUE NUCOR CORP 0.3%
Value ($000) $329 Shares 5,510 Est. Cost $50.16 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $326 Shares 2,618 Est. Cost $81.91 Unrealized +14.0%
WELL WELLTOWER INC COM STK 0.3%
Value ($000) $325 Shares 4,590 Est. Cost $45.34 Unrealized +7.7%
CCI CROWN CASTLE INTL CORP NEW COM 0.3%
Value ($000) $324 Shares 3,435 Est. Cost $61.66 Unrealized 0.0%
AMGN AMGEN COMMON 0.3%
Value ($000) $318 Shares 1,938 Est. Cost $127.19 Unrealized 0.0%
UNITED STS NAT GAS FD LP UNIT PAR 0.3%
Value ($000) $318 Shares 41,991 Est. Cost $7.57 Unrealized
CAL CALERES INC 0.3%
Value ($000) $314 Shares 11,877 Est. Cost $26.43 Unrealized 0.0%
PFE PFIZER INC 0.3%
Value ($000) $310 Shares 9,050 Est. Cost $21.41 Unrealized 0.0%
UVV UNIVERSAL CORP. (HOLDING CO) 0.3%
Value ($000) $307 Shares 4,346 Est. Cost $69.71 Unrealized 0.0%
KO COCA-COLA CO 0.2%
Value ($000) $298 Shares 7,018 Est. Cost $33.05 Unrealized -4.6%
ALEXION PHARMACEUTICALS 0.2%
Value ($000) $294 Shares 2,426 Est. Cost $121.19 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $291 Shares 3,702 Est. Cost $70.89 Unrealized -14.5%
SEATTLE GENETICS, INC. 0.2%
Value ($000) $282 Shares 4,491 Est. Cost $62.79 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $274 Shares 6,163 Est. Cost $36.93 Unrealized 0.0%
TWITTER IN COM 0.2%
Value ($000) $273 Shares 18,264 Est. Cost $16.15 Unrealized
IYW ISHARES US TECHNOLOGY ETF 0.2%
Value ($000) $268 Shares 1,983 Est. Cost $135.15 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.2%
Value ($000) $266 Shares 24,856 Est. Cost $6.26 Unrealized +55.4%
GUGGENHEIM BULLETSHARES 2018 HIGH YLD CORP ETF 0.2%
Value ($000) $262 Shares 10,329 Est. Cost $25.37 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $260 Shares 5,217 Est. Cost $30.96 Unrealized +10.3%
MTB M & T BANK CORPORATION 0.2%
Value ($000) $252 Shares 1,627 Est. Cost $124.95 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $251 Shares 3,520 Est. Cost $29.01 Unrealized +32.9%
LGND LIGAND PHARMACEUTICALS INC COM NEW 0.2%
Value ($000) $249 Shares 2,353 Est. Cost $65.79 Unrealized 0.0%
MAIN MAIN STREET CAPITAL 0.2%
Value ($000) $245 Shares 6,400 Est. Cost $30.28 Unrealized +22.0%
IVZ INVESCO LTD ORD SHS ISIN#BMG491BT11088 0.2%
Value ($000) $244 Shares 7,956 Est. Cost $20.69 Unrealized 0.0%
ILG INC. 0.2%
Value ($000) $244 Shares 11,629 Est. Cost $20.98 Unrealized
HEI HEICO CORPORATION 0.2%
Value ($000) $243 Shares 2,784 Est. Cost $41.64 Unrealized 0.0%
NAUTILUS GROUP INC COM 0.2%
Value ($000) $242 Shares 13,259 Est. Cost $18.25 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $235 Shares 991 Est. Cost $237.13 Unrealized
AMERICAN OUTDOOR BRANDS CORP 0.2%
Value ($000) $234 Shares 11,807 Est. Cost $19.82 Unrealized
BA BOEING COMPANY 0.2%
Value ($000) $233 Shares 1,317 Est. Cost $158.76 Unrealized 0.0%
ENTERCOM COMMUNICATIONS CORP 0.2%
Value ($000) $231 Shares 16,156 Est. Cost $14.30 Unrealized
HLX HELIX ENERGY SOLUTIONS GROUP, INC. - COMMON STOCK 0.2%
Value ($000) $230 Shares 29,636 Est. Cost $7.69 Unrealized +4.6%
COLM COLUMBIA SPORTSWEAR COMPANY 0.2%
Value ($000) $229 Shares 3,903 Est. Cost $50.30 Unrealized 0.0%
VMI VALMONT INDUSTRIES, INC. 0.2%
Value ($000) $228 Shares 1,469 Est. Cost $131.85 Unrealized +12.0%
DHI D R HORTON, INC. 0.2%
Value ($000) $224 Shares 6,719 Est. Cost $28.13 Unrealized 0.0%
FIRST TRUST DOW JONES INTERNET INDEX FUND 0.2%
Value ($000) $221 Shares 2,507 Est. Cost $88.15 Unrealized
ALK ALASKA AIR GROUP COMMON STOCK 0.2%
Value ($000) $218 Shares 2,362 Est. Cost $89.03 Unrealized 0.0%
DSW INC. CLASS A COMMON STOCK, NO PAR VALUE 0.2%
Value ($000) $216 Shares 10,465 Est. Cost $20.64 Unrealized
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $216 Shares 2,010 Est. Cost $77.28 Unrealized +1.4%
WHOLE FOODS 0.2%
Value ($000) $215 Shares 7,246 Est. Cost $29.67 Unrealized
UNIVERSAL FOREST PRODUCTS, INC. 0.2%
Value ($000) $215 Shares 2,185 Est. Cost $98.40 Unrealized
BARNES GROUP INCORPORATED 0.2%
Value ($000) $215 Shares 4,192 Est. Cost $51.29 Unrealized
EME EMCOR GROUP INC 0.2%
Value ($000) $213 Shares 3,385 Est. Cost $64.10 Unrealized 0.0%
CMBT EURONAV NV ANTWERPEN ORDINARY SHARES (BELGIUM) 0.2%
Value ($000) $211 Shares 26,746 Est. Cost $3.73 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC COM 0.2%
Value ($000) $206 Shares 4,232 Est. Cost $41.93 Unrealized -6.9%
IYF ISHARES US FINANCIALS ETF 0.2%
Value ($000) $201 Shares 1,930 Est. Cost $104.15 Unrealized
MERIDIAN BIOSCIENCE INC. 0.2%
Value ($000) $198 Shares 14,332 Est. Cost $19.00 Unrealized
URA GLOBAL X FDS GLOBAL X URANIUM ETF 0.2%
Value ($000) $189 Shares 12,306 Est. Cost $14.17 Unrealized
OCLARO INC COM NEW 0.1%
Value ($000) $180 Shares 18,291 Est. Cost $9.84 Unrealized
SVA SINOVAC BIOTECH LTD 0.1%
Value ($000) $158 Shares 27,602 Est. Cost $5.88 Unrealized -1.6%
AMERICAN EAGLE OUTFITTERS INC NEW 0.1%
Value ($000) $152 Shares 10,832 Est. Cost $14.03 Unrealized
WEATHERFORD INTL LTD 0.1%
Value ($000) $129 Shares 19,385 Est. Cost $5.75 Unrealized
INVITAE CORP 0.1%
Value ($000) $116 Shares 10,526 Est. Cost $8.76 Unrealized
INTELSAT S A ISIN# LU0914713705 0.1%
Value ($000) $80 Shares 19,300 Est. Cost $4.15 Unrealized
NEOVASC INC 0.1%
Value ($000) $73 Shares 47,631 Est. Cost $1.53 Unrealized
GTIM GOOD TIMES RESTAURANTS INC COM PAR $0.001 NEW 0.1%
Value ($000) $65 Shares 20,773 Est. Cost $3.75 Unrealized -16.4%
URG UR ENERGY INC COM ISIN#CA91688R1082 0.0%
Value ($000) $55 Shares 82,480 Est. Cost $0.55 Unrealized +34.7%
SPECIAL DIVERSIFIED OPPORTUNITIES INC COM 0.0%
Value ($000) $31 Shares 42,544 Est. Cost $0.95 Unrealized