Waldron Private Wealth LLC Diversified Active

CIK: 0001598180 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 13, 2019

Total Value ($000): $693,872 (100.0% shares, 0.0% debt)

Holdings (220)

IWF iShares Russell 1000 Growth ET 13.3%
Value ($000) $92,525 Shares 706,789 Est. Cost $95.46 Unrealized
EFA iShares MSCI EAFE ETF 11.6%
Value ($000) $80,485 Shares 1,369,266 Est. Cost $123.67 Unrealized
IWD iShares Russell 1000 Value ETF 10.6%
Value ($000) $73,771 Shares 664,309 Est. Cost $100.75 Unrealized
IWV iShares Russell 3000 ETF 5.8%
Value ($000) $40,344 Shares 274,601 Est. Cost $141.26 Unrealized
IWO iShares Russell 2000 Growth ET 4.3%
Value ($000) $30,114 Shares 179,254 Est. Cost $167.91 Unrealized
EEM iShares MSCI Emerging Mkts 3.7%
Value ($000) $25,750 Shares 659,263 Est. Cost $38.44 Unrealized
iPath Bloomberg Commodity 3.3%
Value ($000) $23,103 Shares 1,088,773 Est. Cost $22.43 Unrealized
FCF First Cmnwlth Financial 2.6%
Value ($000) $18,093 Shares 1,497,836 Est. Cost $11.05 Unrealized -3.9%
IWN iShares Russell 2000 Value ETF 2.1%
Value ($000) $14,482 Shares 134,669 Est. Cost $107.65 Unrealized
CWB SPDR Bloomberg Barclays Conv Secs ETF 2.0%
Value ($000) $13,718 Shares 293,200 Est. Cost $46.76 Unrealized
SPY SPDR S&P 500 ETF Trust 1.9%
Value ($000) $13,464 Shares 53,875 Est. Cost $213.12 Unrealized
SYK Stryker Corp 1.9%
Value ($000) $12,951 Shares 82,623 Est. Cost $76.08 Unrealized +103.4%
VT Vanguard Total World Stock Index Fd 1.7%
Value ($000) $11,871 Shares 181,361 Est. Cost $71.84 Unrealized
VEA Vanguard FTSE Developed Mrkt 1.6%
Value ($000) $10,803 Shares 291,198 Est. Cost $37.39 Unrealized
RWO SPDR DJ Wilshire Global RE ETF 1.4%
Value ($000) $9,587 Shares 216,614 Est. Cost $44.85 Unrealized
VONV Vanguard Russell 1000 Val Idx 1.3%
Value ($000) $9,285 Shares 95,631 Est. Cost $97.09 Unrealized
VTV Vanguard Value ETF 1.0%
Value ($000) $7,196 Shares 73,472 Est. Cost $98.29 Unrealized
IGF iShares Global Infrastructure 0.9%
Value ($000) $6,590 Shares 167,345 Est. Cost $39.38 Unrealized
AMZN Amazon.com Inc 0.9%
Value ($000) $6,297 Shares 4,193 Est. Cost $61.74 Unrealized +34.6%
Vanguard Russell 1000 Growth ETF 0.9%
Value ($000) $6,103 Shares 45,385 Est. Cost $134.47 Unrealized
VUG Vanguard Growth ETF 0.9%
Value ($000) $5,993 Shares 44,615 Est. Cost $133.89 Unrealized
AAPL Apple Inc 0.8%
Value ($000) $5,807 Shares 36,814 Est. Cost $35.59 Unrealized +29.3%
IVV iShares Core S&P 500 ETF 0.8%
Value ($000) $5,432 Shares 21,589 Est. Cost $253.32 Unrealized
VTI Vanguard Total Stock Mkt ETF 0.8%
Value ($000) $5,285 Shares 41,411 Est. Cost $125.34 Unrealized
VBR Vanguard Small Cap Vipers 0.8%
Value ($000) $5,247 Shares 46,005 Est. Cost $114.05 Unrealized
STBA S&T Bancorp Inc 0.7%
Value ($000) $5,195 Shares 137,313 Est. Cost $39.53 Unrealized +2.0%
VBK Vanguard Small-Cap Grwth Vipers 0.6%
Value ($000) $4,397 Shares 29,203 Est. Cost $150.57 Unrealized
IJR iShares Core S&P SmallCap ETF 0.6%
Value ($000) $4,271 Shares 61,619 Est. Cost $70.48 Unrealized
MSFT Microsoft 0.6%
Value ($000) $4,009 Shares 39,479 Est. Cost $63.06 Unrealized +58.6%
MDY SPDR S&P MidCap 400 ETF Trust 0.6%
Value ($000) $3,997 Shares 13,206 Est. Cost $321.63 Unrealized
VXUS Vanguard Total Intl Stock ETF 0.6%
Value ($000) $3,844 Shares 81,409 Est. Cost $47.13 Unrealized
IJH iShares Core S&P Mid Cap ETF 0.5%
Value ($000) $3,387 Shares 20,399 Est. Cost $183.50 Unrealized
T AT&T Inc 0.5%
Value ($000) $3,365 Shares 117,924 Est. Cost $13.06 Unrealized +7.4%
BRK/B Berkshire Hathaway Inc 0.4%
Value ($000) $3,037 Shares 14,877 Est. Cost $180.06 Unrealized +16.0%
META Facebook Inc Cl A 0.4%
Value ($000) $3,020 Shares 23,044 Est. Cost $117.92 Unrealized +22.0%
MUB iShares National Muni Bond ETF 0.4%
Value ($000) $2,659 Shares 24,386 Est. Cost $109.04 Unrealized
JNJ Johnson & Johnson Co 0.4%
Value ($000) $2,568 Shares 19,907 Est. Cost $96.13 Unrealized +18.7%
ALRM Alarm.com Holdings Inc 0.4%
Value ($000) $2,480 Shares 47,816 Est. Cost $48.33 Unrealized 0.0%
Alphabet Inc Cl C 0.3%
Value ($000) $2,400 Shares 2,318 Est. Cost $932.57 Unrealized
Alphabet Inc Cl A 0.3%
Value ($000) $2,390 Shares 2,288 Est. Cost $972.79 Unrealized
Exxon Mobil 0.3%
Value ($000) $2,222 Shares 32,591 Est. Cost $79.51 Unrealized
CNAF Commercial National Financial Corp/PA 0.3%
Value ($000) $2,138 Shares 101,603 Est. Cost $11.91 Unrealized +4.6%
UBSI United Bankshares Inc 0.3%
Value ($000) $2,037 Shares 66,440 Est. Cost $31.32 Unrealized +7.8%
VTWG Vanguard Russell 2000 Growth 0.3%
Value ($000) $2,022 Shares 16,585 Est. Cost $121.92 Unrealized
Verizon Communications 0.3%
Value ($000) $2,020 Shares 35,939 Est. Cost $51.13 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.3%
Value ($000) $1,836 Shares 6 Est. Cost $273620.50 Unrealized +14.4%
JPMorgan Chase & Co 0.3%
Value ($000) $1,775 Shares 18,188 Est. Cost $79.19 Unrealized
CBFV CB Finacial Services Inc 0.3%
Value ($000) $1,754 Shares 70,819 Est. Cost $16.84 Unrealized +17.8%
VNQ Vanguard Real Estate ETF 0.2%
Value ($000) $1,679 Shares 22,518 Est. Cost $77.70 Unrealized
PG Procter & Gamble Co 0.2%
Value ($000) $1,555 Shares 16,918 Est. Cost $69.76 Unrealized +7.2%
HON Honeywell Intl Inc 0.2%
Value ($000) $1,469 Shares 11,120 Est. Cost $119.88 Unrealized -1.8%
PM Philip Morris Intl 0.2%
Value ($000) $1,441 Shares 21,596 Est. Cost $50.21 Unrealized +14.1%
CVX ChevronTexaco Corp 0.2%
Value ($000) $1,368 Shares 12,576 Est. Cost $73.21 Unrealized +15.8%
SPDR Barclays H/Y Bd ETF 0.2%
Value ($000) $1,347 Shares 40,111 Est. Cost $33.58 Unrealized
CMCSA Comcast Corp Cl A 0.2%
Value ($000) $1,321 Shares 38,802 Est. Cost $28.56 Unrealized +6.5%
VYM Vanguard H/Y ETF 0.2%
Value ($000) $1,319 Shares 16,920 Est. Cost $77.02 Unrealized
RSTK United Bankshares W VA 0.2%
Value ($000) $1,287 Shares 41,373 Est. Cost $31.46 Unrealized
Alerian MLP ETF 0.2%
Value ($000) $1,283 Shares 147,058 Est. Cost $9.95 Unrealized
RCI Rogers Communications Inc Cl B 0.2%
Value ($000) $1,217 Shares 23,750 Est. Cost $37.58 Unrealized +37.9%
PEP Pepsico Inc 0.2%
Value ($000) $1,198 Shares 10,850 Est. Cost $81.74 Unrealized +10.9%
VB Vanguard Small-Cap ETF 0.2%
Value ($000) $1,198 Shares 9,081 Est. Cost $131.92 Unrealized
V Visa Inc Class A Shs 0.2%
Value ($000) $1,193 Shares 9,046 Est. Cost $87.89 Unrealized +49.5%
IWB iShares Russell 1000 ETF 0.2%
Value ($000) $1,180 Shares 8,513 Est. Cost $147.47 Unrealized
PANW Palo Alto Networks Inc 0.2%
Value ($000) $1,165 Shares 6,190 Est. Cost $15.74 Unrealized +98.0%
UnitedHealth Group Inc 0.2%
Value ($000) $1,128 Shares 4,528 Est. Cost $193.88 Unrealized
CPB Campbell Soup Co 0.2%
Value ($000) $1,122 Shares 34,039 Est. Cost $36.18 Unrealized -17.5%
MA Mastercard Inc 0.2%
Value ($000) $1,079 Shares 5,724 Est. Cost $131.66 Unrealized +45.0%
PFE Pfizer Inc 0.2%
Value ($000) $1,074 Shares 24,610 Est. Cost $22.21 Unrealized +35.2%
SBUX Starbucks Corp 0.2%
Value ($000) $1,044 Shares 16,220 Est. Cost $45.02 Unrealized +19.2%
ABT Abbott Laboratories 0.1%
Value ($000) $1,035 Shares 14,315 Est. Cost $48.22 Unrealized +28.9%
MRK Merck & Co (New) 0.1%
Value ($000) $1,011 Shares 13,232 Est. Cost $48.21 Unrealized +17.2%
ADBE Adobe Inc 0.1%
Value ($000) $994 Shares 4,395 Est. Cost $121.46 Unrealized +98.8%
BA Boeing Co/The 0.1%
Value ($000) $951 Shares 2,949 Est. Cost $247.42 Unrealized +35.4%
INTC Intel Corp 0.1%
Value ($000) $947 Shares 20,185 Est. Cost $32.98 Unrealized +21.9%
Liberty SiriusXM Group 0.1%
Value ($000) $930 Shares 25,212 Est. Cost $31.02 Unrealized
DIS Walt Disney 0.1%
Value ($000) $928 Shares 8,468 Est. Cost $99.72 Unrealized +9.4%
NOC Northrop Grumman Corp 0.1%
Value ($000) $926 Shares 3,785 Est. Cost $192.37 Unrealized +27.6%
PFF iShares Preferred & Income Sec 0.1%
Value ($000) $924 Shares 27,020 Est. Cost $37.34 Unrealized
Biogen Inc 0.1%
Value ($000) $922 Shares 3,066 Est. Cost $369.83 Unrealized
MCD McDonalds Corp 0.1%
Value ($000) $903 Shares 5,087 Est. Cost $145.80 Unrealized +2.9%
Cisco Systems Inc 0.1%
Value ($000) $903 Shares 20,845 Est. Cost $34.00 Unrealized
Altria Group Inc 0.1%
Value ($000) $897 Shares 18,170 Est. Cost $57.22 Unrealized
KO Coca Cola Co 0.1%
Value ($000) $896 Shares 18,935 Est. Cost $33.78 Unrealized +13.7%
RPM RPM Intl Inc 0.1%
Value ($000) $827 Shares 14,072 Est. Cost $46.53 Unrealized +31.6%
WMT Walmart Inc 0.1%
Value ($000) $822 Shares 8,826 Est. Cost $27.15 Unrealized +5.9%
IAT iShares US Regional Banks ETF 0.1%
Value ($000) $804 Shares 20,200 Est. Cost $39.80 Unrealized
ACN Accenture PLC 0.1%
Value ($000) $800 Shares 5,675 Est. Cost $115.36 Unrealized +23.8%
IBM Intl Business Machines Corp 0.1%
Value ($000) $796 Shares 7,006 Est. Cost $93.06 Unrealized -5.5%
Blackstone Group LP 0.1%
Value ($000) $794 Shares 26,636 Est. Cost $29.81 Unrealized
United Tech 0.1%
Value ($000) $751 Shares 7,056 Est. Cost $114.20 Unrealized
3M Co 0.1%
Value ($000) $740 Shares 3,886 Est. Cost $181.51 Unrealized
BKLN Invesco Senior Loan ETF 0.1%
Value ($000) $732 Shares 33,648 Est. Cost $21.75 Unrealized
VGT Vanguard Information Technology Index Fd 0.1%
Value ($000) $726 Shares 4,355 Est. Cost $183.97 Unrealized
VOX Vanguard Communication Service 0.1%
Value ($000) $718 Shares 9,705 Est. Cost $73.98 Unrealized
HD Home Depot Inc 0.1%
Value ($000) $706 Shares 4,110 Est. Cost $127.96 Unrealized +17.5%
IYR iShares US Real Estate ETF 0.1%
Value ($000) $690 Shares 9,215 Est. Cost $63.11 Unrealized
ACWX iShares MSCI ACWI ex US ETF 0.1%
Value ($000) $678 Shares 16,178 Est. Cost $45.82 Unrealized
DowDuPont Inc 0.1%
Value ($000) $673 Shares 12,589 Est. Cost $66.08 Unrealized
BKNG Booking Holdings Inc 0.1%
Value ($000) $673 Shares 391 Est. Cost $1916.03 Unrealized -5.8%
EPD Enterprise Products Ptnrs LP 0.1%
Value ($000) $672 Shares 27,366 Est. Cost $24.56 Unrealized
VWO Vanguard FTSE Emg Mkts 0.1%
Value ($000) $667 Shares 17,515 Est. Cost $41.59 Unrealized
Workday Inc 0.1%
Value ($000) $663 Shares 4,153 Est. Cost $80.99 Unrealized
ABBV AbbVie Inc 0.1%
Value ($000) $638 Shares 6,922 Est. Cost $43.12 Unrealized +50.3%
Sterling Bancorp/DE 0.1%
Value ($000) $631 Shares 38,234 Est. Cost $16.89 Unrealized
Oracle Corp 0.1%
Value ($000) $628 Shares 13,919 Est. Cost $44.79 Unrealized
TJX TJX Cos Inc New 0.1%
Value ($000) $625 Shares 13,985 Est. Cost $41.43 Unrealized +10.8%
BFH Alliance Data Sys Corp 0.1%
Value ($000) $615 Shares 4,098 Est. Cost $170.90 Unrealized -19.1%
VRTX Vertex Pharmaceuticals 0.1%
Value ($000) $615 Shares 3,713 Est. Cost $177.81 Unrealized -2.6%
LLY Eli Lilly & Co 0.1%
Value ($000) $609 Shares 5,268 Est. Cost $69.29 Unrealized +46.3%
Office Depot Inc 0.1%
Value ($000) $575 Shares 222,898 Est. Cost $5.29 Unrealized
SvcNow Inc 0.1%
Value ($000) $574 Shares 3,225 Est. Cost $91.57 Unrealized
UPS UPS 0.1%
Value ($000) $570 Shares 5,846 Est. Cost $82.08 Unrealized 0.0%
UNP Union Pacific Corp 0.1%
Value ($000) $565 Shares 4,093 Est. Cost $99.60 Unrealized +26.9%
SunTrust Banks Inc 0.1%
Value ($000) $556 Shares 11,031 Est. Cost $50.40 Unrealized
Netflix Com Inc 0.1%
Value ($000) $554 Shares 2,072 Est. Cost $248.12 Unrealized
SM SM Energy Co 0.1%
Value ($000) $550 Shares 35,532 Est. Cost $69.27 Unrealized -69.9%
ED Cons Edison Inc 0.1%
Value ($000) $549 Shares 7,189 Est. Cost $60.48 Unrealized 0.0%
iShares Core Total Intl Stock 0.1%
Value ($000) $532 Shares 10,131 Est. Cost $52.51 Unrealized
OKTA Okta Inc 0.1%
Value ($000) $531 Shares 8,323 Est. Cost $43.15 Unrealized +37.3%
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $530 Shares 2,308 Est. Cost $229.64 Unrealized
PYPL PayPal Holdings Inc 0.1%
Value ($000) $512 Shares 6,097 Est. Cost $60.50 Unrealized +37.3%
CVS CVS Health Corp 0.1%
Value ($000) $498 Shares 7,611 Est. Cost $59.53 Unrealized -0.2%
IP International Paper Co 0.1%
Value ($000) $494 Shares 12,240 Est. Cost $30.46 Unrealized 0.0%
XLF Financial Select Sector SPDR 0.1%
Value ($000) $487 Shares 20,474 Est. Cost $23.79 Unrealized
WFC Wells Fargo & Co New 0.1%
Value ($000) $487 Shares 10,572 Est. Cost $42.07 Unrealized -0.1%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $485 Shares 3,834 Est. Cost $115.10 Unrealized -4.0%
Qurate Retail Inc 0.1%
Value ($000) $483 Shares 24,745 Est. Cost $25.14 Unrealized
ConocoPhillips 0.1%
Value ($000) $480 Shares 7,700 Est. Cost $58.31 Unrealized
WSBC Wesbanco Inc 0.1%
Value ($000) $477 Shares 13,021 Est. Cost $42.17 Unrealized -3.3%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $475 Shares 2,126 Est. Cost $137.26 Unrealized +67.8%
BAC Bank of America Corp 0.1%
Value ($000) $473 Shares 19,226 Est. Cost $20.18 Unrealized +13.0%
KRE SPDR S&P Regional Banking ETF 0.1%
Value ($000) $467 Shares 10,000 Est. Cost $46.70 Unrealized
XLE Energy Select Sector SPDR Fd 0.1%
Value ($000) $459 Shares 8,011 Est. Cost $70.14 Unrealized
NKE Nike Inc Cl B 0.1%
Value ($000) $459 Shares 6,193 Est. Cost $57.02 Unrealized +19.5%
Aon PLC Cl A Ordinary 0.1%
Value ($000) $456 Shares 3,141 Est. Cost $115.22 Unrealized
AMT American Tower Corp 0.1%
Value ($000) $454 Shares 2,874 Est. Cost $115.40 Unrealized +12.2%
JCI Johnson Controls Intl PLC 0.1%
Value ($000) $447 Shares 15,095 Est. Cost $28.21 Unrealized 0.0%
BDX Becton Dickinson & Co 0.1%
Value ($000) $442 Shares 1,966 Est. Cost $169.66 Unrealized +22.7%
C Citigroup Inc 0.1%
Value ($000) $416 Shares 8,009 Est. Cost $41.29 Unrealized +19.6%
LOW Lowes Cos Inc 0.1%
Value ($000) $412 Shares 4,467 Est. Cost $76.14 Unrealized +11.1%
AMGN Amgen Inc 0.1%
Value ($000) $408 Shares 2,098 Est. Cost $156.83 Unrealized 0.0%
MetLife Inc 0.1%
Value ($000) $383 Shares 9,343 Est. Cost $47.68 Unrealized
O'Reilly Automotive Inc 0.1%
Value ($000) $382 Shares 1,111 Est. Cost $343.83 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $378 Shares 6,053 Est. Cost $56.32 Unrealized -5.9%
CI Cigna Corp 0.1%
Value ($000) $376 Shares 1,985 Est. Cost $190.77 Unrealized 0.0%
BlackRock Inc 0.1%
Value ($000) $366 Shares 934 Est. Cost $404.13 Unrealized
PNC PNC Financial Services Group Inc 0.1%
Value ($000) $363 Shares 3,106 Est. Cost $72.11 Unrealized +37.3%
SCHW Charles Schwab Corp 0.1%
Value ($000) $362 Shares 8,740 Est. Cost $30.41 Unrealized +34.5%
SYY Sysco Corp 0.1%
Value ($000) $361 Shares 5,762 Est. Cost $58.84 Unrealized -5.3%
Liberty Global PLC Cl C 0.1%
Value ($000) $355 Shares 17,200 Est. Cost $39.57 Unrealized
MDT Medtronic PLC 0.1%
Value ($000) $352 Shares 3,877 Est. Cost $67.66 Unrealized +14.0%
CenturyLink Inc 0.1%
Value ($000) $347 Shares 22,938 Est. Cost $15.13 Unrealized
Discovery Communications Inc Cl C 0.0%
Value ($000) $343 Shares 14,871 Est. Cost $26.93 Unrealized
BTI British Am. Tobacco PLC 0.0%
Value ($000) $342 Shares 10,749 Est. Cost $62.43 Unrealized
VDC Vanguard Consumer Staples ETF 0.0%
Value ($000) $339 Shares 2,587 Est. Cost $145.73 Unrealized
NRG NRG Energy Inc 0.0%
Value ($000) $338 Shares 8,550 Est. Cost $27.96 Unrealized +13.7%
Royal Dutch Shell PLC 0.0%
Value ($000) $331 Shares 5,529 Est. Cost $61.95 Unrealized
Roku Inc 0.0%
Value ($000) $329 Shares 10,750 Est. Cost $30.60 Unrealized
PSX Phillips 66 0.0%
Value ($000) $329 Shares 3,826 Est. Cost $54.34 Unrealized +34.8%
NEE NextEra Energy Inc 0.0%
Value ($000) $320 Shares 1,843 Est. Cost $23.82 Unrealized +53.9%
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $311 Shares 2,330 Est. Cost $154.65 Unrealized
AXP American Express Co 0.0%
Value ($000) $311 Shares 3,264 Est. Cost $90.89 Unrealized +4.5%
TRV Travelers Cos Inc 0.0%
Value ($000) $297 Shares 2,480 Est. Cost $107.19 Unrealized 0.0%
MNST Monster Beverage Corp 0.0%
Value ($000) $292 Shares 5,939 Est. Cost $23.15 Unrealized +17.3%
BND Vanguard Total Bd Market ETF 0.0%
Value ($000) $292 Shares 3,691 Est. Cost $80.74 Unrealized
VV Vanguard Large-Cap ETF 0.0%
Value ($000) $291 Shares 2,536 Est. Cost $109.98 Unrealized
TTC Toro Co 0.0%
Value ($000) $284 Shares 5,090 Est. Cost $58.08 Unrealized 0.0%
Zoetis Inc 0.0%
Value ($000) $282 Shares 3,307 Est. Cost $91.03 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $280 Shares 3,272 Est. Cost $61.17 Unrealized +24.0%
XLI Industrial Select Sector SPDR Fd 0.0%
Value ($000) $279 Shares 4,344 Est. Cost $64.23 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $278 Shares 2,126 Est. Cost $120.81 Unrealized +0.3%
RCIAF Rogers Communications Inc 0.0%
Value ($000) $277 Shares 5,400 Est. Cost $36.15 Unrealized +42.5%
SUN Sunoco LP 0.0%
Value ($000) $271 Shares 10,000 Est. Cost $27.10 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $266 Shares 4,689 Est. Cost $53.41 Unrealized -4.8%
LBRDK Liberty Broadband - Ser C 0.0%
Value ($000) $262 Shares 3,650 Est. Cost $48.04 Unrealized +56.2%
AZO AutoZone Inc 0.0%
Value ($000) $261 Shares 312 Est. Cost $801.55 Unrealized 0.0%
Atrion Corp 0.0%
Value ($000) $256 Shares 346 Est. Cost $693.64 Unrealized
SHW Sherwin Williams Co 0.0%
Value ($000) $255 Shares 650 Est. Cost $126.58 Unrealized 0.0%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $255 Shares 1,598 Est. Cost $121.76 Unrealized +9.4%
General Elec Co 0.0%
Value ($000) $246 Shares 32,582 Est. Cost $12.22 Unrealized
MDLZ Mondelez Intl Inc. 0.0%
Value ($000) $245 Shares 6,131 Est. Cost $35.62 Unrealized +0.5%
Store Capital Corp 0.0%
Value ($000) $241 Shares 8,546 Est. Cost $28.20 Unrealized
TDS Telephone & Data Systems Inc 0.0%
Value ($000) $240 Shares 7,400 Est. Cost $27.48 Unrealized +20.7%
Broadcom Inc 0.0%
Value ($000) $236 Shares 930 Est. Cost $253.76 Unrealized
CB Chubb Ltd 0.0%
Value ($000) $231 Shares 1,793 Est. Cost $118.58 Unrealized -3.4%
BK Bank of NY Mellon Corp/The 0.0%
Value ($000) $229 Shares 4,880 Est. Cost $42.31 Unrealized -6.3%
Sirius XM Holdings Inc 0.0%
Value ($000) $227 Shares 39,874 Est. Cost $6.77 Unrealized
First Western Financial Inc 0.0%
Value ($000) $226 Shares 19,310 Est. Cost $17.45 Unrealized
IYF iShares U.S. Financials ETF 0.0%
Value ($000) $224 Shares 2,115 Est. Cost $105.91 Unrealized
YETI Holdings Inc 0.0%
Value ($000) $222 Shares 15,000 Est. Cost $14.80 Unrealized
EMR Emerson Elec Co 0.0%
Value ($000) $222 Shares 3,729 Est. Cost $59.81 Unrealized -4.7%
ECL Ecolab Inc 0.0%
Value ($000) $218 Shares 1,483 Est. Cost $141.48 Unrealized 0.0%
DHR Danaher Corp 0.0%
Value ($000) $218 Shares 2,115 Est. Cost $87.89 Unrealized 0.0%
Cantel Medical Corp 0.0%
Value ($000) $218 Shares 2,930 Est. Cost $94.04 Unrealized
Raytheon Co 0.0%
Value ($000) $212 Shares 1,386 Est. Cost $182.81 Unrealized
BAX Baxter Intl Inc 0.0%
Value ($000) $211 Shares 3,208 Est. Cost $47.35 Unrealized +24.5%
GlaxoSmithKline ADR 0.0%
Value ($000) $210 Shares 5,500 Est. Cost $40.18 Unrealized
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $209 Shares 4,038 Est. Cost $40.98 Unrealized 0.0%
ELV Anthem Inc 0.0%
Value ($000) $207 Shares 791 Est. Cost $250.16 Unrealized 0.0%
TSCO Tractor Supply Co 0.0%
Value ($000) $207 Shares 2,484 Est. Cost $16.07 Unrealized 0.0%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $207 Shares 3,034 Est. Cost $68.23 Unrealized
D Dominion Energy Inc 0.0%
Value ($000) $207 Shares 2,898 Est. Cost $53.23 Unrealized 0.0%
Cerner Corp 0.0%
Value ($000) $205 Shares 3,926 Est. Cost $58.51 Unrealized
Costco Wholesale Corp 0.0%
Value ($000) $204 Shares 1,003 Est. Cost $203.39 Unrealized
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $201 Shares 3,381 Est. Cost $63.72 Unrealized
Skyworks Solutions Inc 0.0%
Value ($000) $201 Shares 3,002 Est. Cost $79.75 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $200 Shares 2,245 Est. Cost $91.31 Unrealized
FNCB Bancorp Inc 0.0%
Value ($000) $188 Shares 22,297 Est. Cost $6.01 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $186 Shares 15,623 Est. Cost $10.94 Unrealized -9.1%
Cloudera Inc 0.0%
Value ($000) $113 Shares 10,281 Est. Cost $17.61 Unrealized
F Ford Mtr Co 0.0%
Value ($000) $86 Shares 11,354 Est. Cost $6.21 Unrealized 0.0%
Jericho Oil Corp 0.0%
Value ($000) $27 Shares 91,600 Est. Cost $0.52 Unrealized
GENNQ Genesis Healthcare Inc 0.0%
Value ($000) $25 Shares 21,400 Est. Cost $1.48 Unrealized 0.0%
LLDTF Lloyds Banking Group PLC 0.0%
Value ($000) $16 Shares 25,000 Est. Cost $0.66 Unrealized -19.0%
TGB Taseko Mines Ltd 0.0%
Value ($000) $5 Shares 12,000 Est. Cost $1.95 Unrealized -67.1%
Protea Biosciences Group Inc 0.0%
Value ($000) $2 Shares 100,400 Est. Cost $0.01 Unrealized
Hemispherx Biopharma Inc 0.0%
Value ($000) $1 Shares 11,000 Est. Cost $0.64 Unrealized
First Pioneer Hlding Inc 0.0%
Value ($000) $0 Shares 12,500 Est. Cost Unrealized
Pwr 3 Med Products Inc 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
PTOI JBI Inc/NV 0.0%
Value ($000) $0 Shares 47,742 Est. Cost $0.02 Unrealized -33.9%