PEDDOCK CAPITAL ADVISORS, LLC Diversified Active

CIK: 0001597843 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 14, 2018

Total Value ($000): $207,553 (100.0% shares, 0.0% debt)

Holdings (267)

XOM EXXON MOBIL CORP COM 31.7%
Value ($000) $65,766 Shares 773,532 Est. Cost $55.10 Unrealized +5.6%
CVX CHEVRON CORP NEW COM 3.7%
Value ($000) $7,589 Shares 62,063 Est. Cost $62.16 Unrealized +41.4%
NVDA NVIDIA CORP COM 3.4%
Value ($000) $7,058 Shares 25,115 Est. Cost $0.40 Unrealized +1494.2%
IVV ISHARES CORE S&P 500 ETF 3.2%
Value ($000) $6,586 Shares 22,497 Est. Cost $204.66 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 2.3%
Value ($000) $4,850 Shares 29,831 Est. Cost $122.01 Unrealized
AAPL APPLE INC COM 2.3%
Value ($000) $4,760 Shares 21,088 Est. Cost $21.36 Unrealized +130.6%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2.2%
Value ($000) $4,499 Shares 42,639 Est. Cost $109.36 Unrealized
STZ CONSTELLATION BRANDS INC CL A 2.2%
Value ($000) $4,464 Shares 20,704 Est. Cost $63.13 Unrealized +198.7%
FLOT ISHARES FLOATING RATE BOND ETF 1.8%
Value ($000) $3,738 Shares 73,256 Est. Cost $50.80 Unrealized
JPM JPMORGAN CHASE & CO COM 1.4%
Value ($000) $2,969 Shares 26,308 Est. Cost $43.07 Unrealized +115.1%
FISV FISERV INC COM 1.1%
Value ($000) $2,345 Shares 28,471 Est. Cost $51.64 Unrealized +52.0%
MA MASTERCARD INCORPORATED CL A 1.1%
Value ($000) $2,264 Shares 10,171 Est. Cost $94.10 Unrealized +112.9%
TMO THERMO FISHER SCIENTIFIC INC COM 1.0%
Value ($000) $2,177 Shares 8,918 Est. Cost $114.39 Unrealized +97.2%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.0%
Value ($000) $2,131 Shares 19,954 Est. Cost $101.92 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $2,128 Shares 1,763 Est. Cost $47.36 Unrealized +26.9%
BAC BANK AMER CORP COM 1.0%
Value ($000) $2,092 Shares 71,024 Est. Cost $14.18 Unrealized +79.6%
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 1.0%
Value ($000) $2,013 Shares 27,642 Est. Cost $69.53 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.9%
Value ($000) $1,923 Shares 11,407 Est. Cost $115.55 Unrealized
PFE PFIZER INC COM 0.8%
Value ($000) $1,759 Shares 39,913 Est. Cost $17.68 Unrealized +56.4%
INTC INTEL CORP COM 0.8%
Value ($000) $1,722 Shares 36,403 Est. Cost $22.85 Unrealized +81.7%
CSCO CISCO SYS INC COM 0.8%
Value ($000) $1,692 Shares 34,784 Est. Cost $19.98 Unrealized +80.4%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.8%
Value ($000) $1,688 Shares 21,591 Est. Cost $79.68 Unrealized
CARG CARGURUS INC COM CL A 0.8%
Value ($000) $1,671 Shares 30,000 Est. Cost $33.67 Unrealized +37.3%
ROP ROPER TECHNOLOGIES INC COM 0.8%
Value ($000) $1,619 Shares 5,467 Est. Cost $136.09 Unrealized +107.5%
MCD MCDONALDS CORP COM 0.7%
Value ($000) $1,532 Shares 9,155 Est. Cost $70.01 Unrealized +92.5%
QQQ INVESCO QQQ TRUST 0.7%
Value ($000) $1,519 Shares 8,173 Est. Cost $171.71 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.7%
Value ($000) $1,487 Shares 27,842 Est. Cost $27.43 Unrealized +29.9%
VLO VALERO ENERGY CORP NEW COM 0.7%
Value ($000) $1,445 Shares 12,704 Est. Cost $44.32 Unrealized +90.0%
HPQ HP INC COM 0.7%
Value ($000) $1,379 Shares 53,518 Est. Cost $17.39 Unrealized +8.0%
ALL ALLSTATE CORP COM 0.7%
Value ($000) $1,363 Shares 13,807 Est. Cost $45.58 Unrealized +80.1%
MCK MCKESSON CORP COM 0.6%
Value ($000) $1,316 Shares 9,918 Est. Cost $142.20 Unrealized -13.4%
LOW LOWES COS INC COM 0.6%
Value ($000) $1,291 Shares 11,240 Est. Cost $47.32 Unrealized +92.3%
UNM UNUM GROUP COM 0.6%
Value ($000) $1,258 Shares 32,207 Est. Cost $34.20 Unrealized +9.1%
CELGENE CORP COM 0.6%
Value ($000) $1,227 Shares 13,714 Est. Cost $120.36 Unrealized
TGT TARGET CORP COM 0.6%
Value ($000) $1,200 Shares 13,599 Est. Cost $47.14 Unrealized +44.2%
GILD GILEAD SCIENCES INC COM 0.6%
Value ($000) $1,194 Shares 15,466 Est. Cost $49.85 Unrealized +14.0%
COF CAPITAL ONE FINL CORP COM 0.6%
Value ($000) $1,187 Shares 12,509 Est. Cost $63.24 Unrealized +35.5%
CVS CVS HEALTH CORP COM 0.5%
Value ($000) $1,139 Shares 14,468 Est. Cost $52.13 Unrealized +8.4%
TRV TRAVELERS COMPANIES INC COM 0.5%
Value ($000) $1,136 Shares 8,756 Est. Cost $75.80 Unrealized +45.0%
DRI DARDEN RESTAURANTS INC COM 0.5%
Value ($000) $1,067 Shares 9,594 Est. Cost $41.91 Unrealized +119.2%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $1,052 Shares 7,612 Est. Cost $66.01 Unrealized +63.7%
KO COCA COLA CO COM 0.5%
Value ($000) $1,035 Shares 22,403 Est. Cost $26.95 Unrealized +34.7%
WMT WALMART INC COM 0.5%
Value ($000) $1,035 Shares 11,017 Est. Cost $20.24 Unrealized +35.0%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.5%
Value ($000) $1,002 Shares 18,976 Est. Cost $23.12 Unrealized +76.0%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $989 Shares 11,888 Est. Cost $66.77 Unrealized +1.5%
PYPL PAYPAL HLDGS INC COM 0.5%
Value ($000) $957 Shares 10,898 Est. Cost $38.46 Unrealized +128.4%
SWK STANLEY BLACK & DECKER INC COM 0.5%
Value ($000) $938 Shares 6,404 Est. Cost $79.06 Unrealized +45.7%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.4%
Value ($000) $904 Shares 21,052 Est. Cost $48.23 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $883 Shares 11,717 Est. Cost $44.06 Unrealized
BIIB BIOGEN INC COM 0.4%
Value ($000) $865 Shares 2,449 Est. Cost $315.60 Unrealized +9.1%
MMM 3M CO COM 0.4%
Value ($000) $843 Shares 4,000 Est. Cost $72.67 Unrealized +81.9%
CF CF INDS HLDGS INC COM 0.4%
Value ($000) $837 Shares 15,377 Est. Cost $20.50 Unrealized +95.8%
ALLERGAN PLC SHS 0.4%
Value ($000) $837 Shares 4,397 Est. Cost $238.40 Unrealized
MCHP MICROCHIP TECHNOLOGY INC COM 0.4%
Value ($000) $785 Shares 9,953 Est. Cost $16.32 Unrealized +135.7%
HST HOST HOTELS & RESORTS INC COM 0.4%
Value ($000) $747 Shares 35,421 Est. Cost $12.28 Unrealized +30.2%
TSN TYSON FOODS INC CL A 0.4%
Value ($000) $743 Shares 12,476 Est. Cost $37.77 Unrealized +34.6%
UNP UNION PAC CORP COM 0.4%
Value ($000) $730 Shares 4,484 Est. Cost $77.48 Unrealized +64.9%
DIS DISNEY WALT CO COM DISNEY 0.3%
Value ($000) $724 Shares 6,190 Est. Cost $67.42 Unrealized +58.1%
DVY ISHARES SELECT DIVIDEND ETF 0.3%
Value ($000) $715 Shares 7,172 Est. Cost $71.35 Unrealized
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $709 Shares 11,755 Est. Cost $17.15 Unrealized +95.7%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $706 Shares 7,424 Est. Cost $81.13 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.3%
Value ($000) $702 Shares 11,811 Est. Cost $60.38 Unrealized
EBAY EBAY INC COM 0.3%
Value ($000) $688 Shares 20,847 Est. Cost $23.64 Unrealized +30.5%
AMP AMERIPRISE FINL INC COM 0.3%
Value ($000) $669 Shares 4,534 Est. Cost $92.81 Unrealized +34.1%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $641 Shares 320 Est. Cost $46.99 Unrealized +100.1%
MICHAEL KORS HLDGS LTD SHS 0.3%
Value ($000) $603 Shares 8,802 Est. Cost $63.24 Unrealized
ROCKWELL COLLINS INC COM 0.3%
Value ($000) $601 Shares 4,279 Est. Cost $91.82 Unrealized
PWR QUANTA SVCS INC COM 0.3%
Value ($000) $597 Shares 17,874 Est. Cost $34.72 Unrealized -3.9%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $592 Shares 5,516 Est. Cost $43.97 Unrealized +105.3%
APTIV PLC SHS 0.3%
Value ($000) $542 Shares 6,457 Est. Cost $84.84 Unrealized
NDAQ NASDAQ INC COM 0.3%
Value ($000) $542 Shares 6,317 Est. Cost $18.13 Unrealized +51.7%
UNITED TECHNOLOGIES CORP COM 0.3%
Value ($000) $536 Shares 3,837 Est. Cost $113.56 Unrealized
PH PARKER HANNIFIN CORP COM 0.3%
Value ($000) $524 Shares 2,849 Est. Cost $95.01 Unrealized +61.7%
LKQ LKQ CORP COM 0.3%
Value ($000) $523 Shares 16,529 Est. Cost $29.42 Unrealized +1.4%
INGERSOLL-RAND PLC SHS 0.2%
Value ($000) $506 Shares 4,950 Est. Cost $70.59 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.2%
Value ($000) $495 Shares 5,671 Est. Cost $89.97 Unrealized
DTE DTE ENERGY CO COM 0.2%
Value ($000) $486 Shares 4,454 Est. Cost $44.96 Unrealized +61.8%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $469 Shares 6,061 Est. Cost $45.22 Unrealized +24.6%
DHR DANAHER CORP DEL COM 0.2%
Value ($000) $453 Shares 4,165 Est. Cost $64.77 Unrealized +35.9%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $443 Shares 1,885 Est. Cost $142.16 Unrealized +42.9%
ECL ECOLAB INC COM 0.2%
Value ($000) $438 Shares 2,795 Est. Cost $101.99 Unrealized +34.3%
BMY BRISTOL MYERS SQUIBB CO COM 0.2%
Value ($000) $417 Shares 6,713 Est. Cost $35.43 Unrealized +27.0%
PRU PRUDENTIAL FINL INC COM 0.2%
Value ($000) $414 Shares 4,090 Est. Cost $54.20 Unrealized +26.6%
MSFT MICROSOFT CORP COM 0.2%
Value ($000) $404 Shares 3,532 Est. Cost $55.67 Unrealized +81.1%
CLH CLEAN HARBORS INC COM 0.2%
Value ($000) $394 Shares 5,500 Est. Cost $55.34 Unrealized +14.9%
HARRIS CORP DEL COM 0.2%
Value ($000) $392 Shares 2,315 Est. Cost $95.97 Unrealized
WH WYNDHAM HOTELS & RESORTS INC COM 0.2%
Value ($000) $367 Shares 6,599 Est. Cost $60.97 Unrealized -6.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $365 Shares 2,341 Est. Cost $87.22 Unrealized
NATIONAL OILWELL VARCO INC COM 0.2%
Value ($000) $345 Shares 8,002 Est. Cost $37.77 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.2%
Value ($000) $344 Shares 6,740 Est. Cost $24.30 Unrealized +75.8%
PRAXAIR INC COM 0.2%
Value ($000) $335 Shares 2,085 Est. Cost $130.06 Unrealized
SNPS SYNOPSYS INC COM 0.2%
Value ($000) $323 Shares 3,275 Est. Cost $56.78 Unrealized +67.9%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $319 Shares 4,169 Est. Cost $48.18 Unrealized +28.6%
ABBV ABBVIE INC COM 0.2%
Value ($000) $317 Shares 3,350 Est. Cost $40.97 Unrealized +68.8%
META FACEBOOK INC CL A 0.2%
Value ($000) $317 Shares 1,930 Est. Cost $150.44 Unrealized +19.5%
CB CHUBB LIMITED COM 0.1%
Value ($000) $304 Shares 2,272 Est. Cost $96.06 Unrealized +24.1%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $279 Shares 7,250 Est. Cost $26.54 Unrealized +31.6%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $276 Shares 5,977 Est. Cost $35.52 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $274 Shares 1,823 Est. Cost $69.98 Unrealized +83.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $270 Shares 1,259 Est. Cost $166.33 Unrealized +23.4%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $266 Shares 1,301 Est. Cost $69.21 Unrealized +138.9%
V VISA INC COM CL A 0.1%
Value ($000) $264 Shares 1,760 Est. Cost $87.24 Unrealized +54.8%
WYNDHAM DESTINATIONS INC COM 0.1%
Value ($000) $256 Shares 5,894 Est. Cost $76.69 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $255 Shares 1,437 Est. Cost $124.54 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $249 Shares 855 Est. Cost $216.37 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.1%
Value ($000) $243 Shares 1,209 Est. Cost $158.25 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $243 Shares 2,826 Est. Cost $77.59 Unrealized
CLX CLOROX CO DEL COM 0.1%
Value ($000) $241 Shares 1,600 Est. Cost $93.27 Unrealized +22.9%
ALK ALASKA AIR GROUP INC COM 0.1%
Value ($000) $239 Shares 3,475 Est. Cost $67.51 Unrealized -7.3%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $236 Shares 2,110 Est. Cost $33.65 Unrealized +38.2%
ABT ABBOTT LABS COM 0.1%
Value ($000) $235 Shares 3,200 Est. Cost $36.13 Unrealized +60.0%
SVB FINL GROUP COM 0.1%
Value ($000) $230 Shares 740 Est. Cost $175.68 Unrealized
T AT&T INC COM 0.1%
Value ($000) $225 Shares 6,695 Est. Cost $11.50 Unrealized +25.8%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $219 Shares 1,375 Est. Cost $85.78 Unrealized +70.9%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $216 Shares 4,105 Est. Cost $36.83 Unrealized +26.3%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $210 Shares 176 Est. Cost $45.44 Unrealized +30.8%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $205 Shares 2,240 Est. Cost $55.29 Unrealized +51.3%
BA BOEING CO COM 0.1%
Value ($000) $195 Shares 525 Est. Cost $120.78 Unrealized +180.7%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $190 Shares 2,605 Est. Cost $79.57 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $190 Shares 1,720 Est. Cost $83.83 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $188 Shares 1,250 Est. Cost $74.09 Unrealized +63.1%
BAP CREDICORP LTD COM 0.1%
Value ($000) $178 Shares 800 Est. Cost $123.60 Unrealized +49.5%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $177 Shares 2,173 Est. Cost $47.83 Unrealized +16.0%
MRK MERCK & CO INC COM 0.1%
Value ($000) $169 Shares 2,384 Est. Cost $46.54 Unrealized +8.8%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $169 Shares 6,113 Est. Cost $19.30 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $167 Shares 3,247 Est. Cost $35.43 Unrealized +23.0%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND 0.1%
Value ($000) $165 Shares 1,900 Est. Cost $70.75 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $163 Shares 1,155 Est. Cost $92.87 Unrealized +26.4%
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $159 Shares 14,087 Est. Cost $28.17 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $159 Shares 350 Est. Cost $103.46 Unrealized +34.0%
PEP PEPSICO INC COM 0.1%
Value ($000) $157 Shares 1,400 Est. Cost $81.08 Unrealized +11.4%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $152 Shares 1,200 Est. Cost $105.84 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $148 Shares 1,680 Est. Cost $66.71 Unrealized +14.8%
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $146 Shares 2,400 Est. Cost $60.67 Unrealized -14.2%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $145 Shares 1,254 Est. Cost $100.19 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $145 Shares 1,563 Est. Cost $51.83 Unrealized +61.7%
AIG AMERICAN INTL GROUP INC COM NEW 0.1%
Value ($000) $136 Shares 2,548 Est. Cost $49.87 Unrealized -11.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $132 Shares 876 Est. Cost $101.84 Unrealized -0.6%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $131 Shares 900 Est. Cost $102.88 Unrealized +17.4%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $118 Shares 692 Est. Cost $104.00 Unrealized +43.5%
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) $114 Shares 2,329 Est. Cost $49.28 Unrealized
RAYTHEON CO COM NEW 0.1%
Value ($000) $107 Shares 520 Est. Cost $140.33 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.1%
Value ($000) $106 Shares 630 Est. Cost $158.73 Unrealized
ALLE ALLEGION PUB LTD CO ORD SHS 0.1%
Value ($000) $106 Shares 1,166 Est. Cost $63.57 Unrealized +21.0%
EGP EASTGROUP PPTY INC COM 0.1%
Value ($000) $104 Shares 1,091 Est. Cost $73.33 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $103 Shares 276 Est. Cost $16.73 Unrealized +116.9%
DOWDUPONT INC COM 0.0%
Value ($000) $98 Shares 1,525 Est. Cost $69.51 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $96 Shares 707 Est. Cost $66.10 Unrealized +65.6%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $95 Shares 490 Est. Cost $118.37 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $95 Shares 1,920 Est. Cost $30.74 Unrealized +39.1%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $94 Shares 419 Est. Cost $185.20 Unrealized +6.0%
UGI UGI CORP NEW COM 0.0%
Value ($000) $92 Shares 1,654 Est. Cost $45.64 Unrealized +18.1%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $86 Shares 900 Est. Cost $90.84 Unrealized +7.5%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $83 Shares 630 Est. Cost $42.39 Unrealized +26.5%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $75 Shares 2,218 Est. Cost $28.03 Unrealized +18.0%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $74 Shares 445 Est. Cost $86.03 Unrealized +41.3%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $71 Shares 1,050 Est. Cost $60.52 Unrealized -11.3%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $70 Shares 841 Est. Cost $84.37 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $69 Shares 320 Est. Cost $139.65 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $65 Shares 634 Est. Cost $47.55 Unrealized +44.5%
EEMV ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 0.0%
Value ($000) $62 Shares 1,052 Est. Cost $61.98 Unrealized
KSS KOHLS CORP COM 0.0%
Value ($000) $61 Shares 816 Est. Cost $41.89 Unrealized +80.6%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $58 Shares 505 Est. Cost $122.77 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $58 Shares 672 Est. Cost $59.00 Unrealized +20.5%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $56 Shares 310 Est. Cost $75.16 Unrealized +95.8%
HAS HASBRO INC COM 0.0%
Value ($000) $55 Shares 525 Est. Cost $59.17 Unrealized +29.5%
SUNTRUST BKS INC COM 0.0%
Value ($000) $55 Shares 817 Est. Cost $67.17 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $52 Shares 1,200 Est. Cost $50.01 Unrealized -30.1%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $52 Shares 622 Est. Cost $47.73 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $51 Shares 1,030 Est. Cost $39.89 Unrealized +9.1%
BB&T CORP COM 0.0%
Value ($000) $49 Shares 1,014 Est. Cost $37.48 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $49 Shares 1,510 Est. Cost $33.11 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $44 Shares 1,415 Est. Cost $22.57 Unrealized 0.0%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $42 Shares 691 Est. Cost $56.44 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $42 Shares 616 Est. Cost $94.56 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $41 Shares 350 Est. Cost $80.00 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $40 Shares 591 Est. Cost $60.23 Unrealized
HSIC SCHEIN HENRY INC COM 0.0%
Value ($000) $39 Shares 454 Est. Cost $63.48 Unrealized -1.9%
VECTREN CORP COM 0.0%
Value ($000) $39 Shares 546 Est. Cost $49.45 Unrealized
DELPHI TECHNOLOGIES PLC SHS 0.0%
Value ($000) $38 Shares 1,203 Est. Cost $52.33 Unrealized
ROBO ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF 0.0%
Value ($000) $38 Shares 898 Est. Cost $41.41 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $38 Shares 386 Est. Cost $85.49 Unrealized
U S CONCRETE INC COM NEW 0.0%
Value ($000) $35 Shares 753 Est. Cost $46.48 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $33 Shares 500 Est. Cost $59.38 Unrealized -5.7%
STERICYCLE INC COM 0.0%
Value ($000) $32 Shares 543 Est. Cost $107.41 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $32 Shares 579 Est. Cost $78.87 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $32 Shares 1,388 Est. Cost $19.52 Unrealized 0.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $29 Shares 540 Est. Cost $53.70 Unrealized
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $29 Shares 890 Est. Cost $26.68 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $28 Shares 250 Est. Cost $124.00 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $28 Shares 400 Est. Cost $50.62 Unrealized +0.7%
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $28 Shares 400 Est. Cost $52.50 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $28 Shares 198 Est. Cost $136.36 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $27 Shares 296 Est. Cost $58.96 Unrealized +39.4%
AVGO BROADCOM INC COM 0.0%
Value ($000) $27 Shares 110 Est. Cost $19.73 Unrealized -7.4%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $26 Shares 330 Est. Cost $59.10 Unrealized +1.6%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $26 Shares 148 Est. Cost $135.14 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $26 Shares 455 Est. Cost $33.78 Unrealized +52.1%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $25 Shares 450 Est. Cost $58.03 Unrealized -28.0%
BLUE HILLS BANCORP INC COM 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $15.00 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $24 Shares 337 Est. Cost $47.28 Unrealized +15.6%
TSLA TESLA INC COM 0.0%
Value ($000) $22 Shares 82 Est. Cost $13.28 Unrealized +56.8%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $22 Shares 55 Est. Cost $435.19 Unrealized -13.0%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $21 Shares 154 Est. Cost $110.39 Unrealized
FTXO FIRST TRUST NASDAQ BANK ETF 0.0%
Value ($000) $21 Shares 744 Est. Cost $28.23 Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $20 Shares 350 Est. Cost $47.52 Unrealized +9.2%
TPH TRI POINTE GROUP INC COM 0.0%
Value ($000) $20 Shares 1,584 Est. Cost $12.28 Unrealized +20.5%
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 0.0%
Value ($000) $17 Shares 750 Est. Cost $20.00 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $17 Shares 400 Est. Cost $35.60 Unrealized -3.7%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $16 Shares 138 Est. Cost $54.42 Unrealized +58.1%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $16 Shares 364 Est. Cost $43.96 Unrealized
AMERIGAS PARTNERS L P UNIT L P INT 0.0%
Value ($000) $16 Shares 400 Est. Cost $45.00 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $15 Shares 200 Est. Cost $50.44 Unrealized +39.3%
NAGE CHROMADEX CORP COM NEW 0.0%
Value ($000) $15 Shares 3,380 Est. Cost $3.17 Unrealized +35.7%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $15 Shares 122 Est. Cost $117.84 Unrealized +6.4%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $15 Shares 173 Est. Cost $85.25 Unrealized 0.0%
LYON WILLIAM HOMES CL A NEW 0.0%
Value ($000) $15 Shares 975 Est. Cost $20.42 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $14 Shares 176 Est. Cost $79.55 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $14 Shares 68 Est. Cost $128.08 Unrealized +22.9%
GEO GEO GROUP INC NEW COM 0.0%
Value ($000) $14 Shares 540 Est. Cost $15.71 Unrealized +22.4%
TAP MOLSON COORS BREWING CO CL B 0.0%
Value ($000) $12 Shares 200 Est. Cost $80.26 Unrealized -32.3%
SONY SONY CORP SPONSORED ADR 0.0%
Value ($000) $12 Shares 200 Est. Cost $50.00 Unrealized
ENGILITY HLDGS INC NEW COM 0.0%
Value ($000) $11 Shares 294 Est. Cost $34.01 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $11 Shares 501 Est. Cost $27.94 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $10 Shares 90 Est. Cost $80.36 Unrealized +12.3%
ALDX ALDEYRA THERAPEUTICS INC COM 0.0%
Value ($000) $10 Shares 752 Est. Cost $6.59 Unrealized +23.2%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $10 Shares 295 Est. Cost $24.73 Unrealized -11.2%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $9 Shares 54 Est. Cost $30.23 Unrealized +352.2%
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) $8 Shares 269 Est. Cost $21.98 Unrealized +20.4%
GRUBHUB INC COM 0.0%
Value ($000) $8 Shares 57 Est. Cost $105.26 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $8 Shares 35 Est. Cost $200.00 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $8 Shares 234 Est. Cost $34.19 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $7 Shares 25 Est. Cost $212.11 Unrealized +8.7%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $6 Shares 47 Est. Cost $127.66 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $5 Shares 47 Est. Cost $94.45 Unrealized 0.0%
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) $5 Shares 126 Est. Cost $32.00 Unrealized
INTEGRATED DEVICE TECHNOLOGY COM 0.0%
Value ($000) $4 Shares 76 Est. Cost $26.32 Unrealized
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $4 Shares 98 Est. Cost $69.69 Unrealized -35.4%
FIREEYE INC COM 0.0%
Value ($000) $4 Shares 230 Est. Cost $14.68 Unrealized
REALITY SHARES NASDAQ NEXGEN ECONOMY ETF 0.0%
Value ($000) $4 Shares 151 Est. Cost $20.00 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $84.63 Unrealized -1.8%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $155.01 Unrealized +14.9%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $3 Shares 20 Est. Cost $116.94 Unrealized +8.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $3 Shares 16 Est. Cost $135.42 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $113.72 Unrealized +107.1%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $2 Shares 32 Est. Cost $66.77 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $2 Shares 56 Est. Cost $32.54 Unrealized +25.0%
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $65.45 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $54.10 Unrealized +0.9%
SERES THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 300 Est. Cost $13.33 Unrealized
TWITTER INC COM 0.0%
Value ($000) $2 Shares 79 Est. Cost $37.97 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $2 Shares 117 Est. Cost $15.42 Unrealized -10.7%
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 +48.4%
CITRIX SYS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $2 Shares 409 Est. Cost $4.89 Unrealized
SEARS HLDGS CORP COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
CREE INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
DLB DOLBY LABORATORIES INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $57.13 Unrealized +5.7%
ENERGOUS CORP COM 0.0%
Value ($000) $1 Shares 110 Est. Cost $18.18 Unrealized
PI IMPINJ INC COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $42.00 Unrealized -47.4%
AMRC AMERESCO INC CL A 0.0%
Value ($000) $1 Shares 69 Est. Cost $13.66 Unrealized 0.0%
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 +19.1%