Waldron Private Wealth LLC Diversified Active

CIK: 0001598180 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 1, 2019

Total Value ($000): $887,461 (100.0% shares, 0.0% debt)

Holdings (258)

IWF ISHARES RUSSELL 1000 GROWTH ETF 13.0%
Value ($000) $115,212 Shares 761,181 Est. Cost $99.45 Unrealized
EFA ISHARES MSCI EAFE ETF 11.5%
Value ($000) $101,822 Shares 1,569,880 Est. Cost $116.15 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 11.1%
Value ($000) $98,499 Shares 797,635 Est. Cost $104.55 Unrealized
IWV ISHARES RUSSELL 3000 ETF 5.0%
Value ($000) $44,152 Shares 264,864 Est. Cost $141.26 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 3.8%
Value ($000) $33,884 Shares 172,297 Est. Cost $167.91 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 3.4%
Value ($000) $29,943 Shares 697,650 Est. Cost $38.68 Unrealized
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 3.2%
Value ($000) $28,740 Shares 1,268,349 Est. Cost $22.66 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 2.4%
Value ($000) $20,894 Shares 174,263 Est. Cost $110.43 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2.1%
Value ($000) $18,582 Shares 452,741 Est. Cost $38.69 Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 2.0%
Value ($000) $17,927 Shares 1,422,836 Est. Cost $11.05 Unrealized -5.9%
SYK STRYKER CORP COM 1.8%
Value ($000) $16,326 Shares 82,658 Est. Cost $76.08 Unrealized +119.6%
SPY SPDR S&P 500 ETF 1.8%
Value ($000) $15,973 Shares 56,549 Est. Cost $216.40 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 1.6%
Value ($000) $14,207 Shares 271,911 Est. Cost $46.76 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 1.5%
Value ($000) $13,409 Shares 183,262 Est. Cost $71.85 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 1.3%
Value ($000) $11,795 Shares 235,773 Est. Cost $45.27 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 1.3%
Value ($000) $11,156 Shares 103,194 Est. Cost $97.90 Unrealized
VTV VANGUARD VALUE INDEX FUND 1.2%
Value ($000) $10,482 Shares 96,741 Est. Cost $100.71 Unrealized
IVE ISHARES S&P 500 VALUE ETF 1.2%
Value ($000) $10,339 Shares 91,713 Est. Cost $112.73 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 1.1%
Value ($000) $10,187 Shares 227,319 Est. Cost $40.81 Unrealized
VUG VANGUARD GROWTH INDEX FUND 1.0%
Value ($000) $8,485 Shares 54,098 Est. Cost $137.91 Unrealized
AMZN AMAZON COM INC COM 0.9%
Value ($000) $7,657 Shares 4,300 Est. Cost $62.28 Unrealized +33.6%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.9%
Value ($000) $7,549 Shares 48,555 Est. Cost $155.47 Unrealized
AAPL APPLE INC COM 0.8%
Value ($000) $7,458 Shares 39,263 Est. Cost $35.89 Unrealized +12.7%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.8%
Value ($000) $7,443 Shares 57,560 Est. Cost $117.12 Unrealized
MSA MSA SAFETY INC COM 0.7%
Value ($000) $6,128 Shares 59,272 Est. Cost $100.71 Unrealized 0.0%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.7%
Value ($000) $5,988 Shares 33,274 Est. Cost $154.16 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.6%
Value ($000) $5,553 Shares 38,376 Est. Cost $125.34 Unrealized
STBA S & T BANCORP INC COM 0.6%
Value ($000) $5,427 Shares 137,313 Est. Cost $39.53 Unrealized +1.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.6%
Value ($000) $5,348 Shares 125,838 Est. Cost $42.37 Unrealized
MSFT MICROSOFT CORP COM 0.6%
Value ($000) $5,267 Shares 44,664 Est. Cost $67.61 Unrealized +51.3%
MDY SPDR S&P MIDCAP 400 ETF 0.6%
Value ($000) $4,932 Shares 14,280 Est. Cost $323.42 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.5%
Value ($000) $4,633 Shares 60,061 Est. Cost $70.48 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.5%
Value ($000) $4,298 Shares 15,106 Est. Cost $253.32 Unrealized
META FACEBOOK INC CL A 0.4%
Value ($000) $3,943 Shares 23,658 Est. Cost $118.96 Unrealized +32.8%
T AT&T INC COM 0.4%
Value ($000) $3,734 Shares 119,078 Est. Cost $13.06 Unrealized +8.5%
IJH ISHARES S&P MIDCAP FUND 0.4%
Value ($000) $3,727 Shares 19,682 Est. Cost $183.50 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.4%
Value ($000) $3,494 Shares 67,340 Est. Cost $47.13 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $3,344 Shares 23,928 Est. Cost $98.52 Unrealized +12.0%
ALRM ALARM COM HLDGS INC COM 0.3%
Value ($000) $3,103 Shares 47,816 Est. Cost $48.33 Unrealized +25.5%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $3,101 Shares 2,643 Est. Cost $55.69 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $2,895 Shares 14,411 Est. Cost $180.06 Unrealized +12.1%
VNQ VANGUARD REAL ESTATE ETF 0.3%
Value ($000) $2,845 Shares 32,512 Est. Cost $80.71 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $2,799 Shares 2,379 Est. Cost $56.03 Unrealized 0.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value ($000) $2,689 Shares 24,185 Est. Cost $109.04 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $2,616 Shares 32,385 Est. Cost $55.43 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $2,551 Shares 43,148 Est. Cost $38.95 Unrealized 0.0%
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.3%
Value ($000) $2,368 Shares 16,585 Est. Cost $121.92 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $2,331 Shares 54,896 Est. Cost $26.09 Unrealized +12.1%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $2,291 Shares 42,443 Est. Cost $39.51 Unrealized 0.0%
CNAF COMMERICAL NATL FINL CORP PA COM 0.2%
Value ($000) $2,123 Shares 101,603 Est. Cost $11.91 Unrealized +0.4%
BLACKSTONE GROUP L P COM UNIT LTD 0.2%
Value ($000) $2,062 Shares 58,971 Est. Cost $32.64 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $2,029 Shares 12,994 Est. Cost $102.93 Unrealized +33.5%
UBSI UNITED BANKSHARES INC WEST VA COM 0.2%
Value ($000) $1,998 Shares 54,636 Est. Cost $31.32 Unrealized +15.2%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $1,992 Shares 34,688 Est. Cost $29.72 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $1,990 Shares 19,659 Est. Cost $85.34 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $1,986 Shares 19,092 Est. Cost $71.16 Unrealized +15.3%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $1,952 Shares 15,848 Est. Cost $76.15 Unrealized +14.8%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $1,894 Shares 11,924 Est. Cost $119.97 Unrealized +1.0%
PEP PEPSICO INC COM 0.2%
Value ($000) $1,824 Shares 14,890 Est. Cost $84.65 Unrealized +9.2%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $1,685 Shares 18,821 Est. Cost $50.21 Unrealized +11.7%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.2%
Value ($000) $1,650 Shares 19,265 Est. Cost $78.07 Unrealized
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $1,629 Shares 40,746 Est. Cost $28.70 Unrealized +9.9%
CBFV CB FINL SVCS INC COM 0.2%
Value ($000) $1,587 Shares 66,905 Est. Cost $16.84 Unrealized +10.4%
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $1,552 Shares 9,866 Est. Cost $148.81 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.2%
Value ($000) $1,522 Shares 13,713 Est. Cost $102.84 Unrealized +4.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $1,517 Shares 8,623 Est. Cost $124.51 Unrealized +14.2%
INTC INTEL CORP COM 0.2%
Value ($000) $1,517 Shares 28,252 Est. Cost $36.08 Unrealized +21.5%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $1,506 Shares 5 Est. Cost $273620.50 Unrealized +10.7%
MA MASTERCARD INC CL A 0.2%
Value ($000) $1,493 Shares 6,344 Est. Cost $139.04 Unrealized +49.0%
ABT ABBOTT LABS COM 0.2%
Value ($000) $1,441 Shares 18,031 Est. Cost $51.91 Unrealized +27.3%
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $1,405 Shares 5,787 Est. Cost $15.74 Unrealized +135.6%
VB VANGUARD SMALL-CAP INDEX FUND 0.2%
Value ($000) $1,393 Shares 9,118 Est. Cost $131.92 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $1,342 Shares 7,068 Est. Cost $148.26 Unrealized +4.3%
MRK MERCK & CO INC COM 0.1%
Value ($000) $1,317 Shares 15,726 Est. Cost $50.13 Unrealized +20.3%
CPB CAMPBELL SOUP CO COM 0.1%
Value ($000) $1,307 Shares 34,298 Est. Cost $36.18 Unrealized -22.2%
ADBE ADOBE INC COM 0.1%
Value ($000) $1,299 Shares 4,878 Est. Cost $134.40 Unrealized +87.6%
RCI ROGERS COMMUNICATIONS INC CL B 0.1%
Value ($000) $1,287 Shares 23,750 Est. Cost $37.58 Unrealized +43.5%
SUNTRUST BKS INC COM 0.1%
Value ($000) $1,248 Shares 21,075 Est. Cost $54.60 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $1,242 Shares 3,258 Est. Cost $259.54 Unrealized +44.6%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $1,198 Shares 9,301 Est. Cost $117.73 Unrealized
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.1%
Value ($000) $1,181 Shares 32,833 Est. Cost $33.58 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $1,151 Shares 11,740 Est. Cost $27.67 Unrealized +5.7%
ALERIAN MLP ETF 0.1%
Value ($000) $1,123 Shares 112,038 Est. Cost $10.02 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1,123 Shares 15,111 Est. Cost $45.02 Unrealized +31.6%
ORCL ORACLE CORP COM 0.1%
Value ($000) $1,099 Shares 20,479 Est. Cost $46.07 Unrealized 0.0%
KO COCA COLA CO COM 0.1%
Value ($000) $1,043 Shares 22,079 Est. Cost $34.35 Unrealized +10.0%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $1,028 Shares 4,159 Est. Cost $227.63 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $1,015 Shares 3,766 Est. Cost $192.37 Unrealized +26.7%
MMM 3M CO COM 0.1%
Value ($000) $978 Shares 4,711 Est. Cost $131.07 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $973 Shares 5,294 Est. Cost $179.87 Unrealized +2.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $972 Shares 6,893 Est. Cost $93.06 Unrealized +1.7%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $930 Shares 9,479 Est. Cost $98.11 Unrealized
RPM RPM INTL INC COM 0.1%
Value ($000) $913 Shares 15,738 Est. Cost $47.62 Unrealized +19.2%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $906 Shares 4,520 Est. Cost $184.57 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $906 Shares 4,726 Est. Cost $131.45 Unrealized +17.7%
SONY SONY CORP SPONSORED ADR 0.1%
Value ($000) $844 Shares 20,000 Est. Cost $42.20 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $829 Shares 2,326 Est. Cost $34.67 Unrealized 0.0%
LOW LOWES COS INC COM 0.1%
Value ($000) $821 Shares 7,503 Est. Cost $80.96 Unrealized +8.8%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $810 Shares 4,201 Est. Cost $181.88 Unrealized 0.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value ($000) $810 Shares 9,705 Est. Cost $73.98 Unrealized
NOW SERVICENOW INC COM 0.1%
Value ($000) $803 Shares 3,259 Est. Cost $43.97 Unrealized 0.0%
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $802 Shares 9,215 Est. Cost $63.11 Unrealized
SUN SUNOCO LP COM UT REP LP 0.1%
Value ($000) $779 Shares 25,000 Est. Cost $29.54 Unrealized
UNP UNION PACIFIC CORP COM 0.1%
Value ($000) $778 Shares 4,657 Est. Cost $104.27 Unrealized +32.4%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $776 Shares 5,075 Est. Cost $153.70 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.1%
Value ($000) $773 Shares 34,180 Est. Cost $21.77 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $768 Shares 14,434 Est. Cost $41.55 Unrealized +9.4%
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.1%
Value ($000) $764 Shares 16,523 Est. Cost $45.83 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $762 Shares 5,278 Est. Cost $115.62 Unrealized +1.2%
BKNG BOOKING HLDGS INC COM 0.1%
Value ($000) $741 Shares 425 Est. Cost $1903.18 Unrealized -7.8%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $734 Shares 5,662 Est. Cost $72.19 Unrealized +53.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $727 Shares 25,000 Est. Cost $24.56 Unrealized
STERLING BANCORP DEL COM 0.1%
Value ($000) $712 Shares 38,234 Est. Cost $16.89 Unrealized
DOWDUPONT INC COM 0.1%
Value ($000) $699 Shares 13,127 Est. Cost $53.25 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $698 Shares 8,667 Est. Cost $46.73 Unrealized +30.6%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $691 Shares 10,094 Est. Cost $57.42 Unrealized -2.4%
OKTA OKTA INC CL A 0.1%
Value ($000) $688 Shares 8,323 Est. Cost $43.15 Unrealized +83.4%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $677 Shares 18,539 Est. Cost $37.34 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $672 Shares 11,580 Est. Cost $58.03 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $666 Shares 2,434 Est. Cost $150.82 Unrealized +62.1%
DCP MIDSTREAM LP COM UT LTD PTN 0.1%
Value ($000) $661 Shares 20,000 Est. Cost $33.05 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $645 Shares 12,862 Est. Cost $37.27 Unrealized +4.0%
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 0.1%
Value ($000) $643 Shares 16,831 Est. Cost $38.20 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $642 Shares 6,190 Est. Cost $61.01 Unrealized +54.8%
BFH ALLIANCE DATA SYSTEMS CORP COM 0.1%
Value ($000) $633 Shares 3,623 Est. Cost $170.90 Unrealized -29.6%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $626 Shares 5,605 Est. Cost $82.08 Unrealized -1.4%
SM SM ENERGY CO COM 0.1%
Value ($000) $621 Shares 35,532 Est. Cost $69.27 Unrealized -76.9%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $607 Shares 2,433 Est. Cost $177.93 Unrealized +19.6%
KEY KEYCORP NEW COM 0.1%
Value ($000) $606 Shares 38,526 Est. Cost $11.97 Unrealized 0.0%
AON PLC SHS CL A 0.1%
Value ($000) $599 Shares 3,514 Est. Cost $121.08 Unrealized
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $590 Shares 6,961 Est. Cost $60.48 Unrealized +3.2%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $587 Shares 12,165 Est. Cost $41.90 Unrealized -2.7%
BAC BANK AMER CORP COM 0.1%
Value ($000) $581 Shares 21,065 Est. Cost $20.51 Unrealized +16.5%
IP INTL PAPER CO COM 0.1%
Value ($000) $568 Shares 12,276 Est. Cost $30.46 Unrealized +4.4%
NKE NIKE INC CL B 0.1%
Value ($000) $564 Shares 6,695 Est. Cost $58.40 Unrealized +29.1%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $558 Shares 15,025 Est. Cost $28.21 Unrealized +4.8%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $545 Shares 8,169 Est. Cost $52.98 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $531 Shares 9,863 Est. Cost $57.24 Unrealized -13.6%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $531 Shares 8,534 Est. Cost $41.75 Unrealized +16.8%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $527 Shares 2,937 Est. Cost $179.43 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $526 Shares 20,474 Est. Cost $23.79 Unrealized
WSBC WESBANCO INC COM 0.1%
Value ($000) $521 Shares 13,021 Est. Cost $42.17 Unrealized -4.5%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $513 Shares 9,008 Est. Cost $49.73 Unrealized -8.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $510 Shares 1,965 Est. Cost $229.64 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $509 Shares 7,700 Est. Cost $70.14 Unrealized
YETI YETI HLDGS INC COM 0.1%
Value ($000) $505 Shares 16,695 Est. Cost $21.77 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.1%
Value ($000) $464 Shares 5,728 Est. Cost $80.84 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $464 Shares 2,552 Est. Cost $155.84 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $462 Shares 3,768 Est. Cost $76.45 Unrealized +26.6%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value ($000) $448 Shares 10,749 Est. Cost $62.43 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $448 Shares 1,050 Est. Cost $426.67 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $441 Shares 3,260 Est. Cost $114.61 Unrealized 0.0%
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $440 Shares 1,134 Est. Cost $24.19 Unrealized 0.0%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $432 Shares 9,811 Est. Cost $35.74 Unrealized 0.0%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $417 Shares 17,264 Est. Cost $39.57 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $400 Shares 4,372 Est. Cost $68.41 Unrealized +8.6%
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $399 Shares 24,976 Est. Cost $25.14 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $392 Shares 2,443 Est. Cost $121.41 Unrealized +3.3%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $391 Shares 8,066 Est. Cost $37.60 Unrealized 0.0%
CENTURYLINK INC COM 0.0%
Value ($000) $391 Shares 32,615 Est. Cost $14.20 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $391 Shares 39,173 Est. Cost $11.84 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $385 Shares 5,779 Est. Cost $58.84 Unrealized -8.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $382 Shares 3,498 Est. Cost $91.22 Unrealized +5.1%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $378 Shares 5,818 Est. Cost $56.32 Unrealized -9.7%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $375 Shares 2,587 Est. Cost $145.73 Unrealized
SCHW THE CHARLES SCHWAB CORPORATION COM 0.0%
Value ($000) $374 Shares 8,769 Est. Cost $30.41 Unrealized +34.7%
ATRION CORP COM 0.0%
Value ($000) $374 Shares 426 Est. Cost $728.25 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $373 Shares 8,800 Est. Cost $28.14 Unrealized +22.3%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $366 Shares 3,851 Est. Cost $54.34 Unrealized +32.4%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $364 Shares 7,186 Est. Cost $52.80 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $354 Shares 4,949 Est. Cost $67.81 Unrealized 0.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $347 Shares 4,356 Est. Cost $79.66 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $347 Shares 7,292 Est. Cost $39.78 Unrealized -3.7%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $344 Shares 2,142 Est. Cost $189.02 Unrealized -11.6%
AMGN AMGEN INC COM 0.0%
Value ($000) $344 Shares 1,815 Est. Cost $156.83 Unrealized -1.4%
AVGO BROADCOM INC COM 0.0%
Value ($000) $340 Shares 1,132 Est. Cost $22.49 Unrealized 0.0%
ACWI ISHARES MSCI ACWI INDEX FUND 0.0%
Value ($000) $340 Shares 4,718 Est. Cost $72.06 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $336 Shares 3,668 Est. Cost $48.04 Unrealized +65.8%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $334 Shares 4,201 Est. Cost $79.50 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $334 Shares 2,530 Est. Cost $89.78 Unrealized +10.7%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $332 Shares 3,302 Est. Cost $85.91 Unrealized 0.0%
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $331 Shares 2,536 Est. Cost $109.98 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $328 Shares 6,026 Est. Cost $23.23 Unrealized +22.7%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $325 Shares 4,344 Est. Cost $64.23 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $323 Shares 25,000 Est. Cost $12.23 Unrealized 0.0%
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 0.0%
Value ($000) $322 Shares 8,444 Est. Cost $31.02 Unrealized
VPU VANGUARD UTILITIES INDEX FUND 0.0%
Value ($000) $321 Shares 2,480 Est. Cost $129.44 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $313 Shares 2,286 Est. Cost $107.19 Unrealized +2.9%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $311 Shares 1,611 Est. Cost $23.82 Unrealized +62.0%
TTC TORO CO COM 0.0%
Value ($000) $311 Shares 4,513 Est. Cost $58.08 Unrealized +9.3%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $309 Shares 2,597 Est. Cost $118.98 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $305 Shares 3,420 Est. Cost $89.18 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $303 Shares 1,717 Est. Cost $142.77 Unrealized +5.7%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $302 Shares 8,326 Est. Cost $36.27 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $299 Shares 1,569 Est. Cost $121.76 Unrealized +19.6%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $297 Shares 3,647 Est. Cost $49.36 Unrealized +29.8%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $295 Shares 1,218 Est. Cost $198.35 Unrealized 0.0%
RCIAF ROGERS COMMUNICATIONS INC CL A CONV 0.0%
Value ($000) $294 Shares 5,400 Est. Cost $36.15 Unrealized +47.1%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $292 Shares 3,814 Est. Cost $53.39 Unrealized +0.9%
MET METLIFE INC COM 0.0%
Value ($000) $291 Shares 6,850 Est. Cost $35.04 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $290 Shares 2,742 Est. Cost $85.38 Unrealized 0.0%
CELGENE CORP COM 0.0%
Value ($000) $289 Shares 3,070 Est. Cost $94.14 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $279 Shares 4,261 Est. Cost $61.44 Unrealized 0.0%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $274 Shares 4,669 Est. Cost $43.17 Unrealized 0.0%
SVMK INC COM 0.0%
Value ($000) $273 Shares 15,000 Est. Cost $18.20 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $272 Shares 2,687 Est. Cost $101.23 Unrealized
CSM PROSHARES LARGE CAP CORE PLUS ETF 0.0%
Value ($000) $266 Shares 3,900 Est. Cost $68.21 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $265 Shares 5,263 Est. Cost $42.31 Unrealized +0.0%
RAYTHEON CO COM NEW 0.0%
Value ($000) $264 Shares 1,453 Est. Cost $182.76 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $259 Shares 4,063 Est. Cost $61.95 Unrealized
DISCOVERY INC COM SER C 0.0%
Value ($000) $256 Shares 10,071 Est. Cost $26.93 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $253 Shares 2,379 Est. Cost $106.35 Unrealized
MYFW FIRST WESTN FINL INC COM 0.0%
Value ($000) $253 Shares 19,310 Est. Cost $13.43 Unrealized 0.0%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $252 Shares 1,406 Est. Cost $3.85 Unrealized 0.0%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $249 Shares 2,115 Est. Cost $105.91 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $247 Shares 3,002 Est. Cost $65.62 Unrealized 0.0%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $246 Shares 3,937 Est. Cost $62.48 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $242 Shares 2,484 Est. Cost $16.07 Unrealized +1.7%
CANTEL MEDICAL CORP COM 0.0%
Value ($000) $242 Shares 3,630 Est. Cost $88.76 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $241 Shares 842 Est. Cost $250.98 Unrealized +5.1%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $236 Shares 5,568 Est. Cost $40.21 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $235 Shares 1,150 Est. Cost $198.07 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $234 Shares 1,663 Est. Cost $118.58 Unrealized -0.0%
TDS TELEPHONE & DATA SYS INC COM NEW 0.0%
Value ($000) $227 Shares 7,400 Est. Cost $27.48 Unrealized +23.9%
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $226 Shares 39,938 Est. Cost $6.77 Unrealized
GCI LIBERTY INC COM CLASS A 0.0%
Value ($000) $226 Shares 4,075 Est. Cost $55.46 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $226 Shares 1,179 Est. Cost $164.16 Unrealized 0.0%
UNM UNUM GROUP COM 0.0%
Value ($000) $225 Shares 6,667 Est. Cost $34.81 Unrealized 0.0%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $223 Shares 2,245 Est. Cost $91.31 Unrealized
RVTY PERKINELMER INC COM 0.0%
Value ($000) $222 Shares 2,310 Est. Cost $88.58 Unrealized 0.0%
PATTERN ENERGY GROUP INC CL A 0.0%
Value ($000) $220 Shares 10,000 Est. Cost $22.00 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $219 Shares 3,202 Est. Cost $54.99 Unrealized 0.0%
AZO AUTOZONE INC COM 0.0%
Value ($000) $219 Shares 214 Est. Cost $801.55 Unrealized +12.0%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $219 Shares 2,395 Est. Cost $79.63 Unrealized 0.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $218 Shares 1,922 Est. Cost $113.42 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $216 Shares 1,029 Est. Cost $182.65 Unrealized 0.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $214 Shares 907 Est. Cost $314.89 Unrealized 0.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $211 Shares 1,876 Est. Cost $93.89 Unrealized 0.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $209 Shares 3,102 Est. Cost $63.72 Unrealized
INGERSOLL-RAND PLC SHS 0.0%
Value ($000) $208 Shares 1,935 Est. Cost $107.49 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $205 Shares 1,650 Est. Cost $91.30 Unrealized 0.0%
CERNER CORP COM 0.0%
Value ($000) $204 Shares 3,566 Est. Cost $58.51 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $203 Shares 2,307 Est. Cost $82.51 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $199 Shares 15,522 Est. Cost $10.94 Unrealized -10.9%
SUMMIT WIRELESS TECHNLGIES INC COM 0.0%
Value ($000) $175 Shares 88,028 Est. Cost $1.99 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $172 Shares 10,310 Est. Cost $16.68 Unrealized
FNCB BANCORP INC COM 0.0%
Value ($000) $171 Shares 22,297 Est. Cost $6.01 Unrealized
AZURRX BIOPHARMA INC COM 0.0%
Value ($000) $169 Shares 69,835 Est. Cost $2.42 Unrealized
CLOUDERA INC COM 0.0%
Value ($000) $119 Shares 10,937 Est. Cost $17.20 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $110 Shares 12,555 Est. Cost $6.20 Unrealized -1.9%
GENNQ GENESIS HEALTHCARE INC CL A COM 0.0%
Value ($000) $30 Shares 21,400 Est. Cost $1.48 Unrealized -0.1%
JERICHO OIL CORP COM 0.0%
Value ($000) $29 Shares 91,600 Est. Cost $0.52 Unrealized
LLDTF LLOYDS BANKING GROUP PLC SHS 0.0%
Value ($000) $20 Shares 25,000 Est. Cost $0.66 Unrealized -12.7%
TGB TASEKO MINES LTD COM 0.0%
Value ($000) $7 Shares 12,000 Est. Cost $1.95 Unrealized -69.4%
HEMISPHERX BIOPHARMA INC COM NEW 0.0%
Value ($000) $1 Shares 11,000 Est. Cost $0.64 Unrealized
PTOI PLASTIC2OIL INC COM 0.0%
Value ($000) $0 Shares 47,742 Est. Cost $0.02 Unrealized -0.8%
POWER 3 MED PRODS INC COM 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
PROTEA BIOSCIENCES GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 100,400 Est. Cost Unrealized