Waldron Private Wealth LLC Diversified Active

CIK: 0001598180 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 22, 2017

Total Value ($000): $398,447 (100.0% shares, 0.0% debt)

Holdings (231)

IWF iShares Russell 1000 Growth ET 21.9%
Value ($000) $87,308 Shares 772,390 Est. Cost $91.53 Unrealized
IWD iShares Russell 1000 Value ETF 18.5%
Value ($000) $73,757 Shares 644,381 Est. Cost $97.44 Unrealized
IWO iShares Russell 2000 Growth ET 3.3%
Value ($000) $13,179 Shares 81,894 Est. Cost $143.05 Unrealized
SPY SPDR S&P 500 ETF Trust 3.3%
Value ($000) $13,089 Shares 55,685 Est. Cost $193.89 Unrealized
iPath Bloomberg Commodity 2.6%
Value ($000) $10,365 Shares 438,736 Est. Cost $24.61 Unrealized
IWV iShares Russell 3000 ETF 2.4%
Value ($000) $9,714 Shares 69,789 Est. Cost $121.56 Unrealized
SYK Stryker Corp 2.3%
Value ($000) $9,342 Shares 71,023 Est. Cost $63.06 Unrealized +81.6%
BND Vanguard Total Bd Market ETF 1.8%
Value ($000) $7,000 Shares 86,328 Est. Cost $80.84 Unrealized
AAPL Apple Inc 1.7%
Value ($000) $6,722 Shares 46,930 Est. Cost $27.28 Unrealized +11.6%
EEM iShares MSCI Emerging Mkts 1.6%
Value ($000) $6,337 Shares 161,577 Est. Cost $35.22 Unrealized
IWN iShares Russell 2000 Value ETF 1.5%
Value ($000) $6,139 Shares 52,801 Est. Cost $102.94 Unrealized
EFA iShares MSCI EAFE ETF 1.2%
Value ($000) $4,598 Shares 74,128 Est. Cost $1762.14 Unrealized
T AT&T Inc 1.0%
Value ($000) $3,906 Shares 94,029 Est. Cost $12.57 Unrealized +33.2%
EPD Enterprise Products Ptnrs LP 1.0%
Value ($000) $3,882 Shares 140,599 Est. Cost $27.61 Unrealized
META Facebook Inc Cl A 1.0%
Value ($000) $3,841 Shares 30,401 Est. Cost $93.02 Unrealized +42.7%
UBSI United Bankshares Inc 0.8%
Value ($000) $3,316 Shares 78,486 Est. Cost $30.60 Unrealized +43.9%
PM Philip Morris Intl 0.8%
Value ($000) $3,292 Shares 29,179 Est. Cost $50.07 Unrealized +31.0%
BRK/A Berkshire Hathaway Inc Cl A 0.7%
Value ($000) $2,952 Shares 12 Est. Cost $234157.48 Unrealized +7.1%
DCP Midstream LP 0.7%
Value ($000) $2,623 Shares 67,470 Est. Cost $38.88 Unrealized
Williams Partners LP 0.6%
Value ($000) $2,545 Shares 62,584 Est. Cost $40.67 Unrealized
TRGP Targa Resources Corp 0.6%
Value ($000) $2,276 Shares 38,000 Est. Cost $40.13 Unrealized 0.0%
IJR iShares Core S&P SmallCap ETF 0.6%
Value ($000) $2,199 Shares 31,839 Est. Cost $69.07 Unrealized
CPB Campbell Soup Co 0.5%
Value ($000) $2,117 Shares 37,001 Est. Cost $29.29 Unrealized +54.5%
JNJ Johnson & Johnson Co 0.5%
Value ($000) $2,058 Shares 16,660 Est. Cost $80.29 Unrealized +16.3%
CBFV CB Finacial Services Inc 0.5%
Value ($000) $2,051 Shares 72,486 Est. Cost $16.84 Unrealized +11.5%
PFF iShares US Preferred Stock ETF 0.5%
Value ($000) $2,040 Shares 52,535 Est. Cost $37.34 Unrealized
Altria Group Inc 0.5%
Value ($000) $1,901 Shares 26,627 Est. Cost $57.14 Unrealized
JPMorgan Chase & Co 0.5%
Value ($000) $1,897 Shares 21,608 Est. Cost $67.69 Unrealized
Exxon Mobil Corp 0.5%
Value ($000) $1,816 Shares 22,190 Est. Cost $83.16 Unrealized
CMCSA Comcast Corp Cl A 0.4%
Value ($000) $1,767 Shares 46,885 Est. Cost $27.90 Unrealized +7.2%
PANW Palo Alto Networks Inc 0.4%
Value ($000) $1,749 Shares 12,850 Est. Cost $15.74 Unrealized +42.0%
RSTK United Bankshares W VA 0.4%
Value ($000) $1,748 Shares 41,373 Est. Cost $31.46 Unrealized
MSFT Microsoft Corp 0.4%
Value ($000) $1,722 Shares 26,197 Est. Cost $41.30 Unrealized +40.1%
BRK/B Berkshire Hathaway Inc 0.4%
Value ($000) $1,682 Shares 10,361 Est. Cost $157.24 Unrealized +6.4%
Alphabet Inc Cl C 0.4%
Value ($000) $1,679 Shares 2,031 Est. Cost $789.07 Unrealized
EFV iShares MSCI EAFE Value ETF 0.4%
Value ($000) $1,620 Shares 32,220 Est. Cost $47.24 Unrealized
Oracle Corp 0.4%
Value ($000) $1,558 Shares 34,947 Est. Cost $43.83 Unrealized
ALRM Alarm.com Holdings Inc 0.4%
Value ($000) $1,537 Shares 50,000 Est. Cost $29.03 Unrealized +0.1%
AMZN Amazon.com Inc 0.4%
Value ($000) $1,521 Shares 1,762 Est. Cost $39.94 Unrealized +4.3%
PAA Plains All American Pipeline LP 0.3%
Value ($000) $1,380 Shares 43,652 Est. Cost $31.61 Unrealized
Reynolds Am. Inc 0.3%
Value ($000) $1,349 Shares 21,417 Est. Cost $46.37 Unrealized
WFC Wells Fargo & Co New 0.3%
Value ($000) $1,340 Shares 24,153 Est. Cost $41.78 Unrealized +6.2%
DIS Walt Disney Co The 0.3%
Value ($000) $1,330 Shares 11,772 Est. Cost $99.53 Unrealized +3.5%
PEP Pepsico Inc 0.3%
Value ($000) $1,309 Shares 11,755 Est. Cost $74.80 Unrealized +9.5%
PG Procter & Gamble Co 0.3%
Value ($000) $1,270 Shares 14,201 Est. Cost $64.02 Unrealized +9.4%
RCI Rogers Communications Inc Cl B 0.3%
Value ($000) $1,168 Shares 26,445 Est. Cost $37.58 Unrealized +11.5%
Verizon Communications 0.3%
Value ($000) $1,124 Shares 23,233 Est. Cost $48.10 Unrealized
MRK Merck & Co (New) 0.3%
Value ($000) $1,087 Shares 17,248 Est. Cost $40.94 Unrealized +12.5%
PFE Pfizer Inc 0.3%
Value ($000) $1,075 Shares 31,564 Est. Cost $19.90 Unrealized +7.6%
SBUX Starbucks Corp 0.3%
Value ($000) $1,057 Shares 18,119 Est. Cost $42.99 Unrealized +8.8%
Alerian MLP ETF 0.3%
Value ($000) $1,055 Shares 83,100 Est. Cost $12.32 Unrealized
SONY Sony Corp ADR 0.3%
Value ($000) $1,052 Shares 31,238 Est. Cost $33.68 Unrealized
Alphabet Inc Cl A 0.3%
Value ($000) $1,047 Shares 1,236 Est. Cost $778.65 Unrealized
Office Depot Inc 0.3%
Value ($000) $1,034 Shares 221,800 Est. Cost $5.29 Unrealized
CVX ChevronTexaco Corp 0.3%
Value ($000) $1,025 Shares 9,678 Est. Cost $66.91 Unrealized +14.7%
RPM RPM Intl Inc 0.2%
Value ($000) $993 Shares 18,122 Est. Cost $46.53 Unrealized +14.6%
Liberty SiriusXM Group 0.2%
Value ($000) $985 Shares 25,384 Est. Cost $31.02 Unrealized
SM SM Energy Co 0.2%
Value ($000) $978 Shares 40,737 Est. Cost $69.27 Unrealized -64.2%
General Elec Co 0.2%
Value ($000) $975 Shares 32,600 Est. Cost $28.65 Unrealized
Sterling Bancorp/DE 0.2%
Value ($000) $958 Shares 40,433 Est. Cost $15.62 Unrealized
UnitedHealth Group Inc 0.2%
Value ($000) $944 Shares 5,765 Est. Cost $157.39 Unrealized
RWO SPDR DJ Wilshire Global RE ETF 0.2%
Value ($000) $905 Shares 19,237 Est. Cost $46.84 Unrealized
Workday Inc 0.2%
Value ($000) $896 Shares 11,102 Est. Cost $80.99 Unrealized
Golar LNG Partners LP 0.2%
Value ($000) $893 Shares 40,000 Est. Cost $22.32 Unrealized
STBA S&T Bancorp Inc 0.2%
Value ($000) $839 Shares 24,274 Est. Cost $33.39 Unrealized +9.2%
CVS CVS Health Corp 0.2%
Value ($000) $835 Shares 10,633 Est. Cost $61.06 Unrealized -0.8%
Biogen Inc 0.2%
Value ($000) $826 Shares 3,022 Est. Cost $383.08 Unrealized
HON Honeywell Intl Inc 0.2%
Value ($000) $826 Shares 6,715 Est. Cost $81.80 Unrealized +12.4%
MA Mastercard Inc 0.2%
Value ($000) $823 Shares 7,319 Est. Cost $104.26 Unrealized 0.0%
V Visa Inc Class A Shs 0.2%
Value ($000) $791 Shares 8,951 Est. Cost $69.45 Unrealized +16.5%
VTI Vanguard Total Stock Mkt ETF 0.2%
Value ($000) $778 Shares 6,570 Est. Cost $108.78 Unrealized
MANH Manhattan Association 0.2%
Value ($000) $745 Shares 11,012 Est. Cost $50.41 Unrealized 0.0%
Priceline Group Inc 0.2%
Value ($000) $732 Shares 412 Est. Cost $1427.84 Unrealized
IYR iShares US Real Estate ETF 0.2%
Value ($000) $723 Shares 9,215 Est. Cost $63.11 Unrealized
Sunoco Logistics Partners LP 0.2%
Value ($000) $720 Shares 28,423 Est. Cost $25.33 Unrealized
IBM Intl Business Machines Corp 0.2%
Value ($000) $715 Shares 4,141 Est. Cost $104.67 Unrealized +9.3%
GILD Gilead Sciences Inc 0.2%
Value ($000) $711 Shares 10,360 Est. Cost $57.62 Unrealized -12.1%
NEE NextEra Energy Inc 0.2%
Value ($000) $707 Shares 5,510 Est. Cost $20.43 Unrealized +23.1%
United Technologies Corp 0.2%
Value ($000) $703 Shares 6,270 Est. Cost $109.37 Unrealized
BB&T Corp 0.2%
Value ($000) $689 Shares 17,170 Est. Cost $42.81 Unrealized
ADBE Adobe Systems Inc 0.2%
Value ($000) $689 Shares 5,487 Est. Cost $88.24 Unrealized +33.0%
ACN Accenture PLC 0.2%
Value ($000) $684 Shares 5,709 Est. Cost $96.43 Unrealized +7.8%
Blackstone Group LP 0.2%
Value ($000) $661 Shares 22,269 Est. Cost $29.68 Unrealized
TMO Thermo Fisher Scientific Inc 0.2%
Value ($000) $661 Shares 4,455 Est. Cost $122.39 Unrealized +21.9%
Celgene Corp 0.2%
Value ($000) $640 Shares 5,207 Est. Cost $4196.02 Unrealized
Magellan Midstream Ptnrs LP 0.2%
Value ($000) $611 Shares 8,457 Est. Cost $72.25 Unrealized
Liberty Global PLC Cl C 0.2%
Value ($000) $602 Shares 17,200 Est. Cost $39.57 Unrealized
Dow Chemical Co 0.1%
Value ($000) $580 Shares 9,150 Est. Cost $56.62 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $578 Shares 24,550 Est. Cost $17.64 Unrealized +9.9%
HD Home Depot Inc 0.1%
Value ($000) $573 Shares 4,004 Est. Cost $105.78 Unrealized +8.1%
SLB Schlumberger Ltd 0.1%
Value ($000) $568 Shares 7,270 Est. Cost $58.76 Unrealized +7.8%
WSBC Wesbanco Inc 0.1%
Value ($000) $565 Shares 14,838 Est. Cost $30.36 Unrealized +33.1%
PNC PNC Financial Services Group Inc 0.1%
Value ($000) $562 Shares 4,674 Est. Cost $67.52 Unrealized +35.2%
Valero Energy Corp 0.1%
Value ($000) $560 Shares 8,455 Est. Cost $61.94 Unrealized
NuStar Gp Holdings LLC 0.1%
Value ($000) $559 Shares 20,000 Est. Cost $27.95 Unrealized
GEL Genesis Energy LP 0.1%
Value ($000) $554 Shares 17,108 Est. Cost $32.38 Unrealized
EnLink Midstream Partners 0.1%
Value ($000) $549 Shares 30,000 Est. Cost $18.30 Unrealized
ACWX iShares MSCI ACWI ex US ETF 0.1%
Value ($000) $544 Shares 12,475 Est. Cost $45.05 Unrealized
KO Coca Cola Co 0.1%
Value ($000) $536 Shares 12,666 Est. Cost $30.18 Unrealized +4.4%
NRG Yield Inc 0.1%
Value ($000) $534 Shares 30,207 Est. Cost $17.68 Unrealized
EI du Pont de Nemours and Co 0.1%
Value ($000) $534 Shares 7,051 Est. Cost $61.76 Unrealized
Cisco Systems Inc 0.1%
Value ($000) $526 Shares 15,581 Est. Cost $29.33 Unrealized
MDT Medtronic PLC 0.1%
Value ($000) $512 Shares 6,424 Est. Cost $62.37 Unrealized 0.0%
INTC Intel Corp 0.1%
Value ($000) $510 Shares 14,242 Est. Cost $26.76 Unrealized +10.9%
Time Warner Inc 0.1%
Value ($000) $508 Shares 5,340 Est. Cost $95.55 Unrealized
MDLZ Mondelez Intl Inc. 0.1%
Value ($000) $504 Shares 11,703 Est. Cost $35.03 Unrealized +2.4%
Liberty Interactive Corp QVC G 0.1%
Value ($000) $498 Shares 24,920 Est. Cost $26.74 Unrealized
NKE Nike Inc Cl B 0.1%
Value ($000) $496 Shares 8,922 Est. Cost $52.14 Unrealized -5.5%
IJH iShares Core S&P Mid Cap ETF 0.1%
Value ($000) $485 Shares 2,837 Est. Cost $170.96 Unrealized
NOC Northrop Grumman Corp 0.1%
Value ($000) $476 Shares 2,005 Est. Cost $128.83 Unrealized +59.7%
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $475 Shares 8,749 Est. Cost $39.93 Unrealized 0.0%
Aon PLC Cl A Ordinary 0.1%
Value ($000) $454 Shares 3,826 Est. Cost $107.16 Unrealized
TJX TJX Cos Inc New 0.1%
Value ($000) $449 Shares 5,678 Est. Cost $33.62 Unrealized +1.2%
BlackRock Inc 0.1%
Value ($000) $446 Shares 1,164 Est. Cost $381.28 Unrealized
ABBV AbbVie Inc 0.1%
Value ($000) $446 Shares 6,984 Est. Cost $37.70 Unrealized +15.3%
AMGN Amgen Inc 0.1%
Value ($000) $444 Shares 2,742 Est. Cost $127.19 Unrealized 0.0%
ABT Abbott Laboratories 0.1%
Value ($000) $442 Shares 10,042 Est. Cost $34.60 Unrealized +6.7%
C Citigroup Inc 0.1%
Value ($000) $436 Shares 7,301 Est. Cost $38.51 Unrealized +16.0%
EOG EOG Resources Inc 0.1%
Value ($000) $431 Shares 4,522 Est. Cost $69.56 Unrealized +6.7%
SvcNow Inc 0.1%
Value ($000) $429 Shares 5,077 Est. Cost $84.50 Unrealized
ALPS Sector Dividend Dogs ETF 0.1%
Value ($000) $429 Shares 10,000 Est. Cost $42.90 Unrealized
CWB SPDR Bloomberg Barclays Conv Secs ETF 0.1%
Value ($000) $425 Shares 8,837 Est. Cost $45.60 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $423 Shares 5,793 Est. Cost $60.64 Unrealized 0.0%
GIS General Mills Inc 0.1%
Value ($000) $420 Shares 7,128 Est. Cost $44.62 Unrealized 0.0%
Discovery Communications Inc Cl C 0.1%
Value ($000) $419 Shares 14,822 Est. Cost $26.93 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $415 Shares 4,948 Est. Cost $62.13 Unrealized +11.9%
Black Stone Minerals LP 0.1%
Value ($000) $412 Shares 25,000 Est. Cost $16.48 Unrealized
KHC Kraft Heinz Co Com Stk 0.1%
Value ($000) $410 Shares 4,518 Est. Cost $48.48 Unrealized +23.6%
Energy Transfer Ptnrs LP 0.1%
Value ($000) $409 Shares 10,901 Est. Cost $37.52 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $406 Shares 3,920 Est. Cost $75.12 Unrealized +16.7%
ET Energy Transfer Equity LP 0.1%
Value ($000) $403 Shares 20,442 Est. Cost $19.71 Unrealized
ROK Rockwell Automation Inc 0.1%
Value ($000) $395 Shares 2,543 Est. Cost $91.80 Unrealized +38.0%
VXUS Vanguard Total Intl Stock ETF 0.1%
Value ($000) $392 Shares 7,902 Est. Cost $44.77 Unrealized
BDX Becton Dickinson & Co 0.1%
Value ($000) $383 Shares 2,113 Est. Cost $152.63 Unrealized 0.0%
XLE Energy Select Sector SPDR Fd 0.1%
Value ($000) $383 Shares 5,689 Est. Cost $67.32 Unrealized
Fiat Chrysler Automobiles NV 0.1%
Value ($000) $382 Shares 35,000 Est. Cost $10.91 Unrealized
SCHW Charles Schwab Corp 0.1%
Value ($000) $381 Shares 9,339 Est. Cost $28.11 Unrealized +31.0%
VEA Vanguard FTSE Developed Mrkt 0.1%
Value ($000) $381 Shares 10,635 Est. Cost $35.83 Unrealized
Crestwood Equity Partners LP 0.1%
Value ($000) $380 Shares 14,500 Est. Cost $26.21 Unrealized
GLW Corning Inc 0.1%
Value ($000) $376 Shares 14,986 Est. Cost $16.74 Unrealized +25.3%
Walgreens Boots Alliance Inc 0.1%
Value ($000) $373 Shares 4,500 Est. Cost $83.60 Unrealized
Oppenheimer Large Cap Revenue 0.1%
Value ($000) $366 Shares 8,013 Est. Cost $39.97 Unrealized
Rockwell Collins Inc 0.1%
Value ($000) $365 Shares 3,825 Est. Cost $88.57 Unrealized
LOW Lowes Cos Inc 0.1%
Value ($000) $364 Shares 4,438 Est. Cost $65.00 Unrealized 0.0%
BA Boeing Co/The 0.1%
Value ($000) $362 Shares 2,051 Est. Cost $139.56 Unrealized +13.8%
SUN Sunoco LP 0.1%
Value ($000) $362 Shares 15,000 Est. Cost $24.13 Unrealized
BAX Baxter Intl Inc 0.1%
Value ($000) $352 Shares 6,805 Est. Cost $42.39 Unrealized 0.0%
3M Co 0.1%
Value ($000) $351 Shares 1,841 Est. Cost $150.25 Unrealized
ConocoPhillips 0.1%
Value ($000) $350 Shares 7,072 Est. Cost $55.81 Unrealized
Allergan plc 0.1%
Value ($000) $348 Shares 1,463 Est. Cost $237.87 Unrealized
VTV Vanguard Value ETF 0.1%
Value ($000) $346 Shares 3,804 Est. Cost $91.93 Unrealized
MetLife Inc 0.1%
Value ($000) $342 Shares 6,492 Est. Cost $50.61 Unrealized
ADI Analog Devices Inc 0.1%
Value ($000) $341 Shares 4,166 Est. Cost $59.85 Unrealized +11.0%
Cerner Corp 0.1%
Value ($000) $339 Shares 5,761 Est. Cost $58.84 Unrealized
EQT EQT Corp 0.1%
Value ($000) $338 Shares 5,541 Est. Cost $34.70 Unrealized -11.4%
USB U.S. Bancorp New 0.1%
Value ($000) $323 Shares 6,482 Est. Cost $38.07 Unrealized 0.0%
DHR Danaher Corp 0.1%
Value ($000) $320 Shares 3,751 Est. Cost $71.26 Unrealized 0.0%
LBRDK Liberty Broadband - Ser C 0.1%
Value ($000) $317 Shares 3,671 Est. Cost $48.04 Unrealized +62.5%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $313 Shares 4,342 Est. Cost $19.78 Unrealized 0.0%
Cheniere Energy Inc 0.1%
Value ($000) $309 Shares 6,550 Est. Cost $34.06 Unrealized
AMT American Tower Corp 0.1%
Value ($000) $307 Shares 2,547 Est. Cost $87.85 Unrealized 0.0%
UNM Unum Group 0.1%
Value ($000) $305 Shares 6,517 Est. Cost $33.37 Unrealized +40.3%
Broadcom LTD 0.1%
Value ($000) $302 Shares 1,389 Est. Cost $217.42 Unrealized
Skyworks Solutions Inc 0.1%
Value ($000) $301 Shares 3,076 Est. Cost $77.10 Unrealized
PPG PPG Inds Inc 0.1%
Value ($000) $292 Shares 2,783 Est. Cost $85.88 Unrealized 0.0%
PZZA Papa Johns Intl Inc 0.1%
Value ($000) $289 Shares 4,132 Est. Cost $66.64 Unrealized 0.0%
HP Inc 0.1%
Value ($000) $288 Shares 16,162 Est. Cost $17.82 Unrealized
Gen Motors Co 0.1%
Value ($000) $287 Shares 8,132 Est. Cost $36.34 Unrealized
Ingersoll-Rand PLC 0.1%
Value ($000) $287 Shares 3,535 Est. Cost $81.19 Unrealized
HSIC Henry Schein Inc. 0.1%
Value ($000) $286 Shares 1,853 Est. Cost $64.97 Unrealized 0.0%
ETN Eaton Corp plc 0.1%
Value ($000) $286 Shares 3,868 Est. Cost $59.00 Unrealized 0.0%
CB Chubb LTD 0.1%
Value ($000) $286 Shares 2,100 Est. Cost $99.20 Unrealized +15.8%
MNST Monster Beverage Corp 0.1%
Value ($000) $282 Shares 6,129 Est. Cost $22.79 Unrealized -2.0%
VYM Vanguard H/Y ETF 0.1%
Value ($000) $278 Shares 3,588 Est. Cost $68.91 Unrealized
Goldman Sachs Group Inc 0.1%
Value ($000) $277 Shares 1,206 Est. Cost $229.68 Unrealized
Cantel Medical Corp 0.1%
Value ($000) $271 Shares 3,386 Est. Cost $80.04 Unrealized
TSCO Tractor Supply Co 0.1%
Value ($000) $269 Shares 3,821 Est. Cost $12.67 Unrealized 0.0%
BUD Anheuser-Busch InBev NV 0.1%
Value ($000) $267 Shares 2,431 Est. Cost $109.83 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $267 Shares 1,002 Est. Cost $206.79 Unrealized 0.0%
APD Air Products & Chemicals Inc 0.1%
Value ($000) $263 Shares 1,951 Est. Cost $113.13 Unrealized 0.0%
MCD McDonalds Corp 0.1%
Value ($000) $260 Shares 2,010 Est. Cost $101.70 Unrealized 0.0%
KMB Kimberly Clark Corp 0.1%
Value ($000) $255 Shares 1,995 Est. Cost $92.60 Unrealized 0.0%
Royal Dutch Shell PLC 0.1%
Value ($000) $252 Shares 4,543 Est. Cost $55.47 Unrealized
PSX Phillips 66 0.1%
Value ($000) $251 Shares 3,151 Est. Cost $46.87 Unrealized +22.2%
AXP American Express Co 0.1%
Value ($000) $246 Shares 3,115 Est. Cost $69.17 Unrealized 0.0%
VV Vanguard Large-Cap ETF 0.1%
Value ($000) $242 Shares 2,248 Est. Cost $107.65 Unrealized
RCIAF Rogers Communications Inc 0.1%
Value ($000) $240 Shares 5,400 Est. Cost $36.15 Unrealized +19.9%
REGN Regeneron Pharmaceuticals Inc 0.1%
Value ($000) $240 Shares 652 Est. Cost $415.02 Unrealized -11.2%
CL Colgate Palmolive Co 0.1%
Value ($000) $238 Shares 3,293 Est. Cost $56.87 Unrealized 0.0%
D Dominion Resources Inc VA New 0.1%
Value ($000) $236 Shares 3,126 Est. Cost $51.23 Unrealized 0.0%
UHAL Amerco 0.1%
Value ($000) $236 Shares 620 Est. Cost $37.58 Unrealized 0.0%
AMG Affiliated Managers Group Inc 0.1%
Value ($000) $236 Shares 1,441 Est. Cost $153.31 Unrealized 0.0%
Short S&P 500 ProShares ETF 0.1%
Value ($000) $234 Shares 6,798 Est. Cost $34.42 Unrealized
RVTY PerkinElmer Inc 0.1%
Value ($000) $233 Shares 4,130 Est. Cost $53.22 Unrealized 0.0%
Mylan NV Ordinary 0.1%
Value ($000) $229 Shares 5,926 Est. Cost $38.64 Unrealized
NEU NewMarket Corp 0.1%
Value ($000) $225 Shares 498 Est. Cost $367.25 Unrealized 0.0%
WSO Watsco Inc Com 0.1%
Value ($000) $224 Shares 1,567 Est. Cost $149.72 Unrealized 0.0%
Costco Wholesale Corp 0.1%
Value ($000) $223 Shares 1,336 Est. Cost $166.92 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $220 Shares 6,107 Est. Cost $36.02 Unrealized
SCM Stellus Capital Investment Corp 0.1%
Value ($000) $218 Shares 15,000 Est. Cost $13.69 Unrealized 0.0%
SO Southern Co 0.1%
Value ($000) $216 Shares 4,389 Est. Cost $34.16 Unrealized 0.0%
CAG ConAgra Brands Inc 0.1%
Value ($000) $216 Shares 5,363 Est. Cost $28.83 Unrealized 0.0%
EIX Edison Intl 0.1%
Value ($000) $211 Shares 3,033 Est. Cost $52.34 Unrealized 0.0%
EBAY Ebay Inc 0.1%
Value ($000) $210 Shares 6,370 Est. Cost $28.94 Unrealized 0.0%
CSX CSX Corp 0.1%
Value ($000) $210 Shares 4,536 Est. Cost $13.50 Unrealized 0.0%
LBTYAUSD Liberty Global Plc Cl A 0.1%
Value ($000) $209 Shares 5,850 Est. Cost $35.73 Unrealized
AIG American Intl Group Inc 0.1%
Value ($000) $208 Shares 3,342 Est. Cost $51.16 Unrealized 0.0%
VT Vanguard Total World Stock Index Fd 0.1%
Value ($000) $207 Shares 3,175 Est. Cost $65.20 Unrealized
NWL Newell Brands Inc 0.1%
Value ($000) $206 Shares 4,376 Est. Cost $32.19 Unrealized 0.0%
Express Scripts Holding Co 0.1%
Value ($000) $206 Shares 3,134 Est. Cost $65.73 Unrealized
Omnicare Inc (Acquired 8/18/2015) 0.1%
Value ($000) $204 Shares 3,066 Est. Cost $66.54 Unrealized
DLTR Dollar Tree Stores Inc 0.1%
Value ($000) $203 Shares 2,986 Est. Cost $76.86 Unrealized 0.0%
Vector Group Ltd 0.1%
Value ($000) $202 Shares 9,352 Est. Cost $21.60 Unrealized
VUG Vanguard Growth ETF 0.1%
Value ($000) $200 Shares 1,644 Est. Cost $121.65 Unrealized
Pandora Media Inc. 0.0%
Value ($000) $167 Shares 14,405 Est. Cost $11.59 Unrealized
FNCB Bancorp Inc 0.0%
Value ($000) $142 Shares 22,297 Est. Cost $6.01 Unrealized
Western Asset Global High Incm Fd Inc 0.0%
Value ($000) $113 Shares 11,237 Est. Cost $10.06 Unrealized
Templeton Global Incm Fd Inc 0.0%
Value ($000) $72 Shares 10,893 Est. Cost $6.61 Unrealized
CLIR ClearSign Combustion Corp 0.0%
Value ($000) $70 Shares 18,048 Est. Cost $3.78 Unrealized -4.4%
Sirius XM Holdings Inc 0.0%
Value ($000) $55 Shares 10,860 Est. Cost $5.06 Unrealized
TGB Taseko Mines Ltd 0.0%
Value ($000) $15 Shares 12,000 Est. Cost $1.95 Unrealized -32.7%
Protea Biosciences Group Inc 0.0%
Value ($000) $9 Shares 120,000 Est. Cost $0.22 Unrealized
Spectra7 Microsystems Inc 0.0%
Value ($000) $7 Shares 21,000 Est. Cost $0.36 Unrealized
Hemispherx Biopharma Inc 0.0%
Value ($000) $5 Shares 11,000 Est. Cost $0.64 Unrealized
Thunder Energies Corp 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $0.20 Unrealized
Memex Inc 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.20 Unrealized
Thermal Tech Technologies 0.0%
Value ($000) $0 Shares 250,000 Est. Cost Unrealized
Worldgate Communications Inc 0.0%
Value ($000) $0 Shares 100,000 Est. Cost Unrealized
AEGY Alternative Energy Ptnrs Inc 0.0%
Value ($000) $0 Shares 70,000 Est. Cost $0.00 Unrealized +4.5%
Pledge Petroleum Corp 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
PDGO Paradigm Oil and Gas Inc 0.0%
Value ($000) $0 Shares 3,008,000 Est. Cost $0.00 Unrealized -92.0%