PEDDOCK CAPITAL ADVISORS, LLC Diversified Active

CIK: 0001597843 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 3, 2018

Total Value ($000): $199,852 (100.0% shares, 0.0% debt)

Holdings (263)

XOM EXXON MOBIL CORP COM 32.1%
Value ($000) $64,053 Shares 774,245 Est. Cost $55.10 Unrealized +1.9%
CVX CHEVRON CORP NEW COM 4.0%
Value ($000) $7,895 Shares 62,448 Est. Cost $62.16 Unrealized +43.4%
IVV ISHARES CORE S&P 500 ETF 3.1%
Value ($000) $6,161 Shares 22,564 Est. Cost $204.66 Unrealized
NVDA NVIDIA CORP COM 3.0%
Value ($000) $5,946 Shares 25,100 Est. Cost $0.40 Unrealized +1388.5%
VB VANGUARD SMALL-CAP INDEX FUND 2.4%
Value ($000) $4,795 Shares 30,803 Est. Cost $122.01 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2.3%
Value ($000) $4,617 Shares 43,429 Est. Cost $109.36 Unrealized
STZ CONSTELLATION BRANDS INC CL A 2.3%
Value ($000) $4,526 Shares 20,679 Est. Cost $63.13 Unrealized +216.3%
AAPL APPLE INC COM 1.9%
Value ($000) $3,887 Shares 20,999 Est. Cost $21.36 Unrealized +100.1%
FLOT ISHARES FLOATING RATE BOND ETF 1.9%
Value ($000) $3,737 Shares 73,279 Est. Cost $50.80 Unrealized
JPM JPMORGAN CHASE & CO COM 1.4%
Value ($000) $2,732 Shares 26,222 Est. Cost $43.07 Unrealized +106.7%
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 1.1%
Value ($000) $2,121 Shares 29,808 Est. Cost $69.53 Unrealized
FISV FISERV INC COM 1.0%
Value ($000) $2,092 Shares 28,240 Est. Cost $51.64 Unrealized +40.6%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.0%
Value ($000) $2,011 Shares 19,742 Est. Cost $101.86 Unrealized
BAC BANK AMER CORP COM 1.0%
Value ($000) $1,980 Shares 70,239 Est. Cost $14.05 Unrealized +76.8%
MA MASTERCARD INCORPORATED CL A 1.0%
Value ($000) $1,973 Shares 10,039 Est. Cost $92.71 Unrealized +94.5%
IWM ISHARES RUSSELL 2000 ETF 1.0%
Value ($000) $1,960 Shares 11,971 Est. Cost $115.55 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $1,955 Shares 1,731 Est. Cost $47.12 Unrealized +14.6%
INTC INTEL CORP COM 0.9%
Value ($000) $1,851 Shares 37,239 Est. Cost $22.85 Unrealized +97.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.9%
Value ($000) $1,830 Shares 8,833 Est. Cost $114.39 Unrealized +81.8%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.8%
Value ($000) $1,698 Shares 21,738 Est. Cost $79.68 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.7%
Value ($000) $1,491 Shares 5,403 Est. Cost $134.36 Unrealized +96.3%
CSCO CISCO SYS INC COM 0.7%
Value ($000) $1,467 Shares 34,083 Est. Cost $19.65 Unrealized +76.8%
PFE PFIZER INC COM 0.7%
Value ($000) $1,448 Shares 39,913 Est. Cost $17.68 Unrealized +37.5%
MCD MCDONALDS CORP COM 0.7%
Value ($000) $1,434 Shares 9,155 Est. Cost $70.01 Unrealized +93.6%
VZ VERIZON COMMUNICATIONS INC COM 0.7%
Value ($000) $1,419 Shares 28,198 Est. Cost $27.43 Unrealized +17.4%
QQQ INVESCO QQQ TRUST 0.7%
Value ($000) $1,408 Shares 8,200 Est. Cost $171.71 Unrealized
MCK MCKESSON CORP COM 0.7%
Value ($000) $1,392 Shares 10,438 Est. Cost $142.20 Unrealized -3.1%
CARG CARGURUS INC COM CL A 0.7%
Value ($000) $1,390 Shares 40,000 Est. Cost $33.67 Unrealized 0.0%
VLO VALERO ENERGY CORP NEW COM 0.7%
Value ($000) $1,380 Shares 12,448 Est. Cost $43.50 Unrealized +89.8%
UNM UNUM GROUP COM 0.7%
Value ($000) $1,379 Shares 37,284 Est. Cost $34.20 Unrealized +22.0%
ALL ALLSTATE CORP COM 0.6%
Value ($000) $1,257 Shares 13,777 Est. Cost $45.58 Unrealized +74.7%
COF CAPITAL ONE FINL CORP COM 0.6%
Value ($000) $1,191 Shares 12,957 Est. Cost $63.24 Unrealized +31.2%
HPQ HP INC COM 0.6%
Value ($000) $1,182 Shares 52,111 Est. Cost $17.35 Unrealized -0.7%
CELGENE CORP COM 0.6%
Value ($000) $1,146 Shares 14,433 Est. Cost $120.36 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.6%
Value ($000) $1,127 Shares 20,819 Est. Cost $23.12 Unrealized +71.7%
LOW LOWES COS INC COM 0.6%
Value ($000) $1,108 Shares 11,589 Est. Cost $47.32 Unrealized +66.3%
TRV TRAVELERS COMPANIES INC COM 0.6%
Value ($000) $1,104 Shares 9,021 Est. Cost $75.80 Unrealized +46.3%
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $1,086 Shares 15,332 Est. Cost $49.85 Unrealized +5.8%
WMT WALMART INC COM 0.5%
Value ($000) $1,022 Shares 11,929 Est. Cost $20.24 Unrealized +24.7%
TGT TARGET CORP COM 0.5%
Value ($000) $1,015 Shares 13,336 Est. Cost $46.73 Unrealized +27.6%
DRI DARDEN RESTAURANTS INC COM 0.5%
Value ($000) $991 Shares 9,261 Est. Cost $40.11 Unrealized +84.8%
KO COCA COLA CO COM 0.5%
Value ($000) $983 Shares 22,403 Est. Cost $26.95 Unrealized +26.2%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $932 Shares 7,685 Est. Cost $66.01 Unrealized +52.6%
CVS CVS HEALTH CORP COM 0.5%
Value ($000) $932 Shares 14,483 Est. Cost $52.13 Unrealized -0.9%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $928 Shares 11,890 Est. Cost $66.77 Unrealized -7.4%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $908 Shares 20,946 Est. Cost $48.23 Unrealized
MCHP MICROCHIP TECHNOLOGY INC COM 0.5%
Value ($000) $905 Shares 9,953 Est. Cost $16.32 Unrealized +146.3%
PYPL PAYPAL HLDGS INC COM 0.4%
Value ($000) $897 Shares 10,769 Est. Cost $37.87 Unrealized +109.9%
SWK STANLEY BLACK & DECKER INC COM 0.4%
Value ($000) $867 Shares 6,527 Est. Cost $79.06 Unrealized +46.7%
TSN TYSON FOODS INC CL A 0.4%
Value ($000) $857 Shares 12,450 Est. Cost $37.77 Unrealized +48.9%
HST HOST HOTELS & RESORTS INC COM 0.4%
Value ($000) $847 Shares 40,210 Est. Cost $12.28 Unrealized +24.5%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $845 Shares 12,160 Est. Cost $44.06 Unrealized
EBAY EBAY INC COM 0.4%
Value ($000) $833 Shares 22,982 Est. Cost $23.64 Unrealized +46.5%
MMM 3M CO COM 0.4%
Value ($000) $787 Shares 4,000 Est. Cost $72.67 Unrealized +79.1%
BIIB BIOGEN INC COM 0.4%
Value ($000) $776 Shares 2,674 Est. Cost $315.60 Unrealized -10.9%
ALLERGAN PLC SHS 0.4%
Value ($000) $747 Shares 4,479 Est. Cost $238.40 Unrealized
PWR QUANTA SVCS INC COM 0.4%
Value ($000) $714 Shares 21,388 Est. Cost $34.72 Unrealized -1.1%
AMP AMERIPRISE FINL INC COM 0.4%
Value ($000) $713 Shares 5,094 Est. Cost $92.81 Unrealized +31.9%
DVY ISHARES SELECT DIVIDEND ETF 0.4%
Value ($000) $701 Shares 7,172 Est. Cost $71.35 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.3%
Value ($000) $692 Shares 11,341 Est. Cost $60.42 Unrealized
CF CF INDS HLDGS INC COM 0.3%
Value ($000) $683 Shares 15,374 Est. Cost $20.50 Unrealized +64.5%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $667 Shares 11,745 Est. Cost $17.15 Unrealized +87.8%
DIS DISNEY WALT CO COM DISNEY 0.3%
Value ($000) $649 Shares 6,190 Est. Cost $67.42 Unrealized +44.1%
UNP UNION PAC CORP COM 0.3%
Value ($000) $635 Shares 4,484 Est. Cost $77.48 Unrealized +52.0%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $620 Shares 7,425 Est. Cost $81.13 Unrealized
APTIV PLC SHS 0.3%
Value ($000) $608 Shares 6,640 Est. Cost $84.84 Unrealized
ROCKWELL COLLINS INC COM 0.3%
Value ($000) $607 Shares 4,506 Est. Cost $91.82 Unrealized
LKQ LKQ CORP COM 0.3%
Value ($000) $577 Shares 18,094 Est. Cost $29.42 Unrealized +1.8%
MICHAEL KORS HLDGS LTD SHS 0.3%
Value ($000) $560 Shares 8,406 Est. Cost $62.99 Unrealized
NDAQ NASDAQ INC COM 0.3%
Value ($000) $554 Shares 6,072 Est. Cost $17.75 Unrealized +50.5%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $544 Shares 320 Est. Cost $46.99 Unrealized +68.9%
DTE DTE ENERGY CO COM 0.2%
Value ($000) $489 Shares 4,720 Est. Cost $44.96 Unrealized +49.0%
UNITED TECHNOLOGIES CORP COM 0.2%
Value ($000) $480 Shares 3,837 Est. Cost $113.56 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.2%
Value ($000) $474 Shares 5,683 Est. Cost $89.97 Unrealized
ECL ECOLAB INC COM 0.2%
Value ($000) $472 Shares 3,366 Est. Cost $101.99 Unrealized +30.3%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $471 Shares 5,516 Est. Cost $43.97 Unrealized +67.6%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $469 Shares 6,732 Est. Cost $45.22 Unrealized +14.5%
WH WYNDHAM HOTELS & RESORTS INC COM 0.2%
Value ($000) $458 Shares 7,789 Est. Cost $60.97 Unrealized 0.0%
DHR DANAHER CORP DEL COM 0.2%
Value ($000) $448 Shares 4,541 Est. Cost $64.77 Unrealized +32.7%
INGERSOLL-RAND PLC SHS 0.2%
Value ($000) $444 Shares 4,950 Est. Cost $70.59 Unrealized
PH PARKER HANNIFIN CORP COM 0.2%
Value ($000) $444 Shares 2,849 Est. Cost $95.01 Unrealized +59.9%
STERICYCLE INC COM 0.2%
Value ($000) $410 Shares 6,274 Est. Cost $107.41 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $394 Shares 1,885 Est. Cost $142.16 Unrealized +25.0%
CLH CLEAN HARBORS INC COM 0.2%
Value ($000) $389 Shares 7,000 Est. Cost $55.34 Unrealized -7.2%
BMY BRISTOL MYERS SQUIBB CO COM 0.2%
Value ($000) $385 Shares 6,962 Est. Cost $35.43 Unrealized +14.7%
PRU PRUDENTIAL FINL INC COM 0.2%
Value ($000) $382 Shares 4,090 Est. Cost $54.20 Unrealized +28.6%
META FACEBOOK INC CL A 0.2%
Value ($000) $375 Shares 1,930 Est. Cost $150.44 Unrealized +19.3%
NATIONAL OILWELL VARCO INC COM 0.2%
Value ($000) $373 Shares 8,594 Est. Cost $37.77 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.2%
Value ($000) $363 Shares 6,740 Est. Cost $24.30 Unrealized +83.4%
MSFT MICROSOFT CORP COM 0.2%
Value ($000) $348 Shares 3,532 Est. Cost $55.67 Unrealized +61.2%
WYNDHAM DESTINATIONS INC COM 0.2%
Value ($000) $345 Shares 7,791 Est. Cost $76.69 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $337 Shares 2,341 Est. Cost $87.22 Unrealized
HARRIS CORP DEL COM 0.2%
Value ($000) $335 Shares 2,315 Est. Cost $95.97 Unrealized
DR PEPPER SNAPPLE GROUP INC COM 0.2%
Value ($000) $334 Shares 2,738 Est. Cost $49.57 Unrealized
PRAXAIR INC COM 0.2%
Value ($000) $330 Shares 2,085 Est. Cost $130.06 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $317 Shares 3,931 Est. Cost $47.83 Unrealized +18.3%
ABBV ABBVIE INC COM 0.2%
Value ($000) $310 Shares 3,350 Est. Cost $40.97 Unrealized +72.1%
CB CHUBB LIMITED COM 0.1%
Value ($000) $289 Shares 2,272 Est. Cost $96.06 Unrealized +21.2%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $288 Shares 4,169 Est. Cost $48.18 Unrealized +21.7%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $286 Shares 1,534 Est. Cost $69.21 Unrealized +148.7%
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $280 Shares 3,275 Est. Cost $56.78 Unrealized +53.5%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $273 Shares 5,977 Est. Cost $35.52 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $255 Shares 1,823 Est. Cost $69.98 Unrealized +87.7%
ALK ALASKA AIR GROUP INC COM 0.1%
Value ($000) $247 Shares 4,097 Est. Cost $67.51 Unrealized -11.9%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $237 Shares 7,250 Est. Cost $26.54 Unrealized +13.6%
IJH ISHARES S&P MIDCAP FUND 0.1%
Value ($000) $236 Shares 1,212 Est. Cost $158.25 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $235 Shares 1,444 Est. Cost $124.54 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $235 Shares 1,259 Est. Cost $166.33 Unrealized +17.2%
V VISA INC COM CL A 0.1%
Value ($000) $233 Shares 1,760 Est. Cost $87.24 Unrealized +39.9%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $232 Shares 855 Est. Cost $216.37 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $228 Shares 4,105 Est. Cost $36.83 Unrealized +17.7%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $216 Shares 1,600 Est. Cost $93.27 Unrealized +6.0%
T AT&T INC COM 0.1%
Value ($000) $215 Shares 6,695 Est. Cost $11.50 Unrealized +26.3%
SVB FINL GROUP COM 0.1%
Value ($000) $214 Shares 740 Est. Cost $175.68 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $213 Shares 2,826 Est. Cost $77.59 Unrealized
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $203 Shares 14,943 Est. Cost $28.17 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $201 Shares 2,110 Est. Cost $33.65 Unrealized +17.6%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $197 Shares 3,279 Est. Cost $79.57 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $196 Shares 176 Est. Cost $45.44 Unrealized +18.0%
ABT ABBOTT LABS COM 0.1%
Value ($000) $195 Shares 3,200 Est. Cost $36.13 Unrealized +47.1%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $191 Shares 2,240 Est. Cost $55.29 Unrealized +43.8%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $188 Shares 1,375 Est. Cost $85.78 Unrealized +46.9%
BAP CREDICORP LTD COM 0.1%
Value ($000) $180 Shares 800 Est. Cost $123.60 Unrealized +51.9%
BA BOEING CO COM 0.1%
Value ($000) $176 Shares 525 Est. Cost $120.78 Unrealized +173.5%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $175 Shares 1,720 Est. Cost $83.83 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $168 Shares 1,250 Est. Cost $74.09 Unrealized +45.5%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $163 Shares 6,113 Est. Cost $19.30 Unrealized
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $161 Shares 2,400 Est. Cost $60.67 Unrealized -9.2%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $160 Shares 1,155 Est. Cost $92.87 Unrealized +32.1%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND 0.1%
Value ($000) $158 Shares 1,900 Est. Cost $70.75 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $152 Shares 1,400 Est. Cost $81.08 Unrealized +0.8%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $150 Shares 1,563 Est. Cost $51.83 Unrealized +58.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $146 Shares 1,200 Est. Cost $105.84 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $145 Shares 2,384 Est. Cost $46.54 Unrealized -4.3%
ORCL ORACLE CORP COM 0.1%
Value ($000) $143 Shares 3,247 Est. Cost $35.43 Unrealized +16.2%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $143 Shares 1,680 Est. Cost $66.71 Unrealized +7.3%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $143 Shares 350 Est. Cost $103.46 Unrealized +16.9%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $138 Shares 1,253 Est. Cost $100.19 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.1%
Value ($000) $135 Shares 2,547 Est. Cost $49.87 Unrealized -11.2%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $130 Shares 900 Est. Cost $102.88 Unrealized +10.6%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $122 Shares 875 Est. Cost $101.84 Unrealized -1.9%
UNILEVER N V N Y SHS NEW 0.1%
Value ($000) $118 Shares 2,118 Est. Cost $43.20 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.1%
Value ($000) $116 Shares 2,367 Est. Cost $49.28 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $113 Shares 692 Est. Cost $104.00 Unrealized +33.9%
NFLX NETFLIX INC COM 0.1%
Value ($000) $108 Shares 276 Est. Cost $16.73 Unrealized +103.7%
EGP EASTGROUP PPTY INC COM 0.1%
Value ($000) $104 Shares 1,091 Est. Cost $73.33 Unrealized
DOWDUPONT INC COM 0.1%
Value ($000) $101 Shares 1,525 Est. Cost $69.51 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.1%
Value ($000) $100 Shares 630 Est. Cost $158.73 Unrealized
RAYTHEON CO COM NEW 0.1%
Value ($000) $100 Shares 520 Est. Cost $140.33 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $96 Shares 707 Est. Cost $66.10 Unrealized +68.8%
ALLE ALLEGION PUB LTD CO ORD SHS 0.0%
Value ($000) $90 Shares 1,166 Est. Cost $63.57 Unrealized +14.6%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $88 Shares 398 Est. Cost $184.61 Unrealized +8.7%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $87 Shares 490 Est. Cost $118.37 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $87 Shares 2,218 Est. Cost $28.03 Unrealized +25.0%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $87 Shares 900 Est. Cost $90.84 Unrealized +2.9%
UGI UGI CORP NEW COM 0.0%
Value ($000) $86 Shares 1,654 Est. Cost $45.64 Unrealized +6.2%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $84 Shares 1,920 Est. Cost $30.74 Unrealized +18.8%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $80 Shares 1,050 Est. Cost $60.52 Unrealized -7.3%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $73 Shares 630 Est. Cost $42.39 Unrealized +7.2%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $70 Shares 841 Est. Cost $84.37 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $70 Shares 634 Est. Cost $47.55 Unrealized +43.8%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $64 Shares 445 Est. Cost $86.03 Unrealized +32.0%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $62 Shares 320 Est. Cost $139.65 Unrealized
EEMV ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 0.0%
Value ($000) $61 Shares 1,052 Est. Cost $61.98 Unrealized
DELPHI TECHNOLOGIES PLC SHS 0.0%
Value ($000) $59 Shares 1,299 Est. Cost $52.33 Unrealized
KSS KOHLS CORP COM 0.0%
Value ($000) $59 Shares 816 Est. Cost $41.89 Unrealized +59.2%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $58 Shares 505 Est. Cost $122.77 Unrealized
SUNTRUST BKS INC COM 0.0%
Value ($000) $54 Shares 817 Est. Cost $67.17 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $53 Shares 1,200 Est. Cost $50.01 Unrealized -33.2%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $53 Shares 1,030 Est. Cost $39.89 Unrealized +10.7%
BB&T CORP COM 0.0%
Value ($000) $51 Shares 1,014 Est. Cost $37.48 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $50 Shares 672 Est. Cost $59.00 Unrealized +13.6%
HAS HASBRO INC COM 0.0%
Value ($000) $48 Shares 525 Est. Cost $59.17 Unrealized +12.8%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $47 Shares 1,510 Est. Cost $33.11 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $47 Shares 622 Est. Cost $47.73 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $47 Shares 310 Est. Cost $75.16 Unrealized +66.7%
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $43 Shares 657 Est. Cost $65.45 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $40 Shares 591 Est. Cost $60.23 Unrealized
U S CONCRETE INC COM NEW 0.0%
Value ($000) $40 Shares 753 Est. Cost $46.48 Unrealized
VECTREN CORP COM 0.0%
Value ($000) $39 Shares 546 Est. Cost $49.45 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $39 Shares 616 Est. Cost $94.56 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $39 Shares 691 Est. Cost $56.44 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $38 Shares 350 Est. Cost $80.00 Unrealized
ROBO ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF 0.0%
Value ($000) $36 Shares 898 Est. Cost $41.41 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $36 Shares 386 Est. Cost $85.49 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $32 Shares 500 Est. Cost $59.38 Unrealized -8.1%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $31 Shares 579 Est. Cost $78.87 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $30 Shares 250 Est. Cost $124.00 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $29 Shares 400 Est. Cost $52.50 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $28 Shares 450 Est. Cost $58.03 Unrealized -29.2%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $28 Shares 540 Est. Cost $53.70 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $28 Shares 82 Est. Cost $13.28 Unrealized +53.0%
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $28 Shares 890 Est. Cost $26.68 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $27 Shares 198 Est. Cost $136.36 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $27 Shares 148 Est. Cost $135.14 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $27 Shares 400 Est. Cost $50.62 Unrealized -8.4%
AVGO BROADCOM INC COM 0.0%
Value ($000) $27 Shares 110 Est. Cost $19.73 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $26 Shares 330 Est. Cost $59.10 Unrealized -4.5%
TPH TRI POINTE GROUP INC COM 0.0%
Value ($000) $26 Shares 1,584 Est. Cost $12.28 Unrealized +38.6%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $23 Shares 455 Est. Cost $33.78 Unrealized +46.2%
LYON WILLIAM HOMES CL A NEW 0.0%
Value ($000) $23 Shares 975 Est. Cost $20.42 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $22 Shares 296 Est. Cost $58.96 Unrealized +23.2%
BLUE HILLS BANCORP INC COM 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $15.00 Unrealized
FTXO FIRST TRUST NASDAQ BANK ETF 0.0%
Value ($000) $21 Shares 744 Est. Cost $28.23 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $21 Shares 154 Est. Cost $110.39 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $19 Shares 55 Est. Cost $435.19 Unrealized -28.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $19 Shares 400 Est. Cost $35.60 Unrealized -7.7%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $18 Shares 321 Est. Cost $46.91 Unrealized -2.1%
AMERIGAS PARTNERS L P UNIT L P INT 0.0%
Value ($000) $17 Shares 400 Est. Cost $45.00 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $17 Shares 122 Est. Cost $117.84 Unrealized +7.1%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $17 Shares 350 Est. Cost $47.52 Unrealized +4.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $16 Shares 200 Est. Cost $50.44 Unrealized +39.6%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $16 Shares 364 Est. Cost $43.96 Unrealized
GEO GEO GROUP INC NEW COM 0.0%
Value ($000) $15 Shares 540 Est. Cost $15.71 Unrealized +12.1%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $15 Shares 138 Est. Cost $54.42 Unrealized +52.8%
HSIC SCHEIN HENRY INC COM 0.0%
Value ($000) $14 Shares 196 Est. Cost $65.05 Unrealized -13.4%
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 0.0%
Value ($000) $14 Shares 750 Est. Cost $20.00 Unrealized
TAP MOLSON COORS BREWING CO CL B 0.0%
Value ($000) $14 Shares 200 Est. Cost $80.26 Unrealized -32.3%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $14 Shares 176 Est. Cost $79.55 Unrealized
NAGE CHROMADEX CORP COM NEW 0.0%
Value ($000) $13 Shares 3,380 Est. Cost $3.17 Unrealized +19.9%
AMGN AMGEN INC COM 0.0%
Value ($000) $12 Shares 67 Est. Cost $127.65 Unrealized +9.9%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $12 Shares 501 Est. Cost $27.94 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $11 Shares 295 Est. Cost $24.73 Unrealized -20.0%
SONY SONY CORP SPONSORED ADR 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $10 Shares 90 Est. Cost $80.36 Unrealized +8.6%
EATON VANCE LTD DUR INCOME FD COM 0.0%
Value ($000) $9 Shares 700 Est. Cost $14.29 Unrealized
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $9 Shares 269 Est. Cost $21.98 Unrealized +29.0%
ENGILITY HLDGS INC NEW COM 0.0%
Value ($000) $9 Shares 294 Est. Cost $34.01 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $8 Shares 234 Est. Cost $34.19 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $7 Shares 35 Est. Cost $200.00 Unrealized
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $7 Shares 54 Est. Cost $30.23 Unrealized +211.9%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $6 Shares 47 Est. Cost $127.66 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $212.11 Unrealized 0.0%
GRUBHUB INC COM 0.0%
Value ($000) $6 Shares 57 Est. Cost $105.26 Unrealized
ALDX ALDEYRA THERAPEUTICS INC COM 0.0%
Value ($000) $6 Shares 752 Est. Cost $6.59 Unrealized +21.1%
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $5 Shares 98 Est. Cost $69.69 Unrealized -19.1%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $5 Shares 111 Est. Cost $45.05 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $4 Shares 125 Est. Cost $32.00 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $4 Shares 74 Est. Cost $29.97 Unrealized +24.3%
FIREEYE INC COM 0.0%
Value ($000) $4 Shares 230 Est. Cost $14.68 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $3 Shares 16 Est. Cost $135.42 Unrealized
TWITTER INC COM 0.0%
Value ($000) $3 Shares 79 Est. Cost $37.97 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $84.63 Unrealized -8.0%
REALITY SHARES NASDAQ NEXGEN ECONOMY ETF 0.0%
Value ($000) $3 Shares 151 Est. Cost $20.00 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $3 Shares 56 Est. Cost $32.54 Unrealized +45.1%
SERES THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 300 Est. Cost $13.33 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $155.01 Unrealized 0.0%
ENERGOUS CORP COM 0.0%
Value ($000) $2 Shares 110 Est. Cost $18.18 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $113.72 Unrealized +84.2%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 20 Est. Cost $116.94 Unrealized -4.1%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $2 Shares 32 Est. Cost $66.77 Unrealized
INTEGRATED DEVICE TECHNOLOGY COM 0.0%
Value ($000) $2 Shares 76 Est. Cost $26.32 Unrealized
CITRIX SYS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $2 Shares 117 Est. Cost $15.42 Unrealized 0.0%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $2 Shares 409 Est. Cost $4.89 Unrealized
AGENUS INC COM NEW 0.0%
Value ($000) $2 Shares 803 Est. Cost $4.12 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $148.50 Unrealized +33.6%
NUE NUCOR CORP COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $54.10 Unrealized 0.0%
PI IMPINJ INC COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $42.00 Unrealized -59.7%
DLB DOLBY LABORATORIES INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $57.13 Unrealized 0.0%
CREE INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
INVIVO THERAPEUTICS HLDGS CORP COM PAR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
MNKD MANNKIND CORP COM NEW 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.29 Unrealized +45.4%