Waldron Private Wealth LLC Diversified Active

CIK: 0001598180 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 31, 2019

Total Value ($000): $939,969 (100.0% shares, 0.0% debt)

Holdings (246)

EFA ISHARES MSCI EAFE ETF 14.0%
Value ($000) $131,364 Shares 1,998,553 Est. Cost $105.34 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 13.2%
Value ($000) $123,768 Shares 786,630 Est. Cost $101.33 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 11.3%
Value ($000) $106,497 Shares 837,114 Est. Cost $105.62 Unrealized
IWV ISHARES RUSSELL 3000 ETF 4.9%
Value ($000) $45,622 Shares 264,694 Est. Cost $141.26 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 3.6%
Value ($000) $33,752 Shares 168,031 Est. Cost $167.91 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 3.2%
Value ($000) $29,945 Shares 697,874 Est. Cost $38.68 Unrealized
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 3.2%
Value ($000) $29,887 Shares 1,343,870 Est. Cost $22.64 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 2.3%
Value ($000) $21,315 Shares 176,891 Est. Cost $110.58 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2.3%
Value ($000) $21,236 Shares 509,138 Est. Cost $39.03 Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 2.0%
Value ($000) $19,165 Shares 1,422,836 Est. Cost $11.05 Unrealized -6.3%
SPY SPDR S&P 500 ETF 1.8%
Value ($000) $17,027 Shares 58,113 Est. Cost $218.46 Unrealized
SYK STRYKER CORP COM 1.8%
Value ($000) $16,919 Shares 82,302 Est. Cost $76.08 Unrealized +133.7%
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 1.5%
Value ($000) $14,371 Shares 271,823 Est. Cost $46.76 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 1.5%
Value ($000) $13,794 Shares 183,534 Est. Cost $71.85 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 1.4%
Value ($000) $13,606 Shares 272,676 Est. Cost $45.90 Unrealized
VTV VANGUARD VALUE INDEX FUND 1.3%
Value ($000) $12,270 Shares 109,933 Est. Cost $102.02 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 1.3%
Value ($000) $11,900 Shares 106,636 Est. Cost $98.34 Unrealized
IVE ISHARES S&P 500 VALUE ETF 1.1%
Value ($000) $10,690 Shares 91,713 Est. Cost $112.73 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 1.1%
Value ($000) $10,529 Shares 227,904 Est. Cost $40.81 Unrealized
VUG VANGUARD GROWTH INDEX FUND 1.1%
Value ($000) $10,046 Shares 61,330 Est. Cost $140.96 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.9%
Value ($000) $8,220 Shares 50,663 Est. Cost $155.76 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.9%
Value ($000) $8,195 Shares 62,430 Est. Cost $118.22 Unrealized
AAPL APPLE INC COM 0.8%
Value ($000) $7,786 Shares 39,340 Est. Cost $35.89 Unrealized +29.9%
AMZN AMAZON COM INC COM 0.8%
Value ($000) $7,771 Shares 4,104 Est. Cost $62.28 Unrealized +49.6%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.7%
Value ($000) $6,920 Shares 37,116 Est. Cost $157.50 Unrealized
MSA MSA SAFETY INC COM 0.7%
Value ($000) $6,246 Shares 59,272 Est. Cost $100.71 Unrealized +4.3%
MSFT MICROSOFT CORP COM 0.7%
Value ($000) $6,181 Shares 46,145 Est. Cost $69.28 Unrealized +72.5%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.6%
Value ($000) $5,773 Shares 38,469 Est. Cost $125.34 Unrealized
STBA S & T BANCORP INC COM 0.5%
Value ($000) $5,146 Shares 137,313 Est. Cost $39.53 Unrealized -1.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $5,121 Shares 120,417 Est. Cost $42.37 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.5%
Value ($000) $4,856 Shares 13,697 Est. Cost $323.42 Unrealized
META FACEBOOK INC CL A 0.5%
Value ($000) $4,288 Shares 22,219 Est. Cost $118.96 Unrealized +52.5%
T AT&T INC COM 0.4%
Value ($000) $3,903 Shares 116,476 Est. Cost $13.06 Unrealized +15.5%
IJH ISHARES S&P MIDCAP FUND 0.4%
Value ($000) $3,823 Shares 19,682 Est. Cost $183.50 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $3,463 Shares 24,865 Est. Cost $99.13 Unrealized +15.8%
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $3,458 Shares 11,733 Est. Cost $253.32 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $3,244 Shares 15,221 Est. Cost $181.49 Unrealized +14.0%
VNQ VANGUARD REAL ESTATE ETF 0.3%
Value ($000) $3,198 Shares 36,257 Est. Cost $81.49 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $2,943 Shares 38,415 Est. Cost $55.66 Unrealized +2.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value ($000) $2,841 Shares 25,125 Est. Cost $109.19 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $2,675 Shares 2,475 Est. Cost $55.69 Unrealized +2.8%
BX BLACKSTONE GROUP INC 0.3%
Value ($000) $2,617 Shares 58,923 Est. Cost $31.77 Unrealized 0.0%
ALRM ALARM COM HLDGS INC COM 0.3%
Value ($000) $2,558 Shares 47,816 Est. Cost $48.33 Unrealized +27.7%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $2,459 Shares 2,271 Est. Cost $56.03 Unrealized +2.5%
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.3%
Value ($000) $2,432 Shares 16,585 Est. Cost $121.92 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $2,354 Shares 41,212 Est. Cost $38.95 Unrealized +2.8%
CNAF COMMERICAL NATL FINL CORP PA COM 0.2%
Value ($000) $2,260 Shares 101,603 Est. Cost $11.91 Unrealized +4.0%
PFE PFIZER INC COM 0.2%
Value ($000) $2,250 Shares 51,944 Est. Cost $26.09 Unrealized +12.0%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $2,222 Shares 40,611 Est. Cost $39.51 Unrealized +14.4%
V VISA INC COM CL A 0.2%
Value ($000) $2,109 Shares 12,156 Est. Cost $102.93 Unrealized +51.9%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $2,071 Shares 11,863 Est. Cost $119.97 Unrealized +15.6%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $2,057 Shares 18,405 Est. Cost $85.34 Unrealized +7.8%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $2,052 Shares 16,497 Est. Cost $76.71 Unrealized +17.6%
UBSI UNITED BANKSHARES INC WEST VA COM 0.2%
Value ($000) $2,045 Shares 54,636 Est. Cost $31.32 Unrealized +19.9%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $1,929 Shares 17,600 Est. Cost $71.16 Unrealized +27.2%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.2%
Value ($000) $1,747 Shares 33,120 Est. Cost $47.13 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $1,736 Shares 10,667 Est. Cost $149.86 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $1,723 Shares 13,142 Est. Cost $84.65 Unrealized +23.7%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $1,696 Shares 40,133 Est. Cost $28.70 Unrealized +23.8%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.2%
Value ($000) $1,683 Shares 19,265 Est. Cost $78.07 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.2%
Value ($000) $1,646 Shares 11,793 Est. Cost $102.84 Unrealized +24.5%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $1,591 Shares 5 Est. Cost $273620.50 Unrealized +13.6%
CBFV CB FINL SVCS INC COM 0.2%
Value ($000) $1,585 Shares 66,746 Est. Cost $16.84 Unrealized +5.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $1,577 Shares 8,540 Est. Cost $124.51 Unrealized +31.5%
ABT ABBOTT LABS COM 0.2%
Value ($000) $1,463 Shares 17,404 Est. Cost $51.91 Unrealized +35.3%
MA MASTERCARD INC CL A 0.2%
Value ($000) $1,460 Shares 5,522 Est. Cost $139.04 Unrealized +73.6%
VB VANGUARD SMALL-CAP INDEX FUND 0.2%
Value ($000) $1,448 Shares 9,219 Est. Cost $132.20 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,369 Shares 17,195 Est. Cost $50.21 Unrealized +16.1%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $1,354 Shares 6,522 Est. Cost $148.26 Unrealized +14.5%
CPB CAMPBELL SOUP CO COM 0.1%
Value ($000) $1,350 Shares 33,696 Est. Cost $36.18 Unrealized -12.7%
IJR ISHARES S&P SMALL-CAP FUND 0.1%
Value ($000) $1,335 Shares 17,061 Est. Cost $70.48 Unrealized
SUNTRUST BKS INC COM 0.1%
Value ($000) $1,331 Shares 21,179 Est. Cost $54.60 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $1,310 Shares 4,448 Est. Cost $134.40 Unrealized +106.6%
WMT WALMART INC COM 0.1%
Value ($000) $1,295 Shares 11,728 Est. Cost $27.67 Unrealized +13.2%
RCI ROGERS COMMUNICATIONS INC CL B 0.1%
Value ($000) $1,280 Shares 23,750 Est. Cost $37.58 Unrealized +39.0%
MRK MERCK & CO INC COM 0.1%
Value ($000) $1,267 Shares 15,006 Est. Cost $50.13 Unrealized +24.0%
ALERIAN MLP ETF 0.1%
Value ($000) $1,234 Shares 125,330 Est. Cost $10.00 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $1,202 Shares 3,721 Est. Cost $192.37 Unrealized +38.9%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $1,179 Shares 5,787 Est. Cost $15.74 Unrealized +137.6%
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.1%
Value ($000) $1,169 Shares 10,733 Est. Cost $108.92 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $1,146 Shares 23,948 Est. Cost $36.08 Unrealized +19.5%
BA BOEING CO COM 0.1%
Value ($000) $1,145 Shares 3,147 Est. Cost $259.54 Unrealized +37.6%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1,133 Shares 13,517 Est. Cost $45.02 Unrealized +50.9%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $1,130 Shares 8,684 Est. Cost $117.73 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $1,096 Shares 5,271 Est. Cost $135.39 Unrealized +25.2%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $991 Shares 5,407 Est. Cost $179.76 Unrealized -2.7%
KO COCA COLA CO COM 0.1%
Value ($000) $986 Shares 19,203 Est. Cost $34.35 Unrealized +16.2%
RPM RPM INTL INC COM 0.1%
Value ($000) $961 Shares 15,738 Est. Cost $47.62 Unrealized +24.0%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $953 Shares 4,520 Est. Cost $184.57 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $943 Shares 9,479 Est. Cost $98.11 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $926 Shares 3,797 Est. Cost $227.63 Unrealized -5.3%
ORCL ORACLE CORP COM 0.1%
Value ($000) $926 Shares 16,268 Est. Cost $46.07 Unrealized +6.7%
NOW SERVICENOW INC COM 0.1%
Value ($000) $900 Shares 3,279 Est. Cost $43.97 Unrealized +19.5%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $863 Shares 4,201 Est. Cost $181.88 Unrealized +11.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $837 Shares 6,074 Est. Cost $93.06 Unrealized +6.0%
STERLING BANCORP DEL COM 0.1%
Value ($000) $813 Shares 38,234 Est. Cost $16.89 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value ($000) $807 Shares 9,320 Est. Cost $73.98 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $804 Shares 9,215 Est. Cost $63.11 Unrealized
SUN SUNOCO LP COM UT REP LP 0.1%
Value ($000) $782 Shares 25,000 Est. Cost $29.54 Unrealized
BKNG BOOKING HLDGS INC COM 0.1%
Value ($000) $779 Shares 416 Est. Cost $1903.18 Unrealized -7.2%
LOW LOWES COS INC COM 0.1%
Value ($000) $779 Shares 7,722 Est. Cost $81.32 Unrealized +14.9%
BKLN INVESCO SENIOR LOAN ETF 0.1%
Value ($000) $774 Shares 34,180 Est. Cost $21.77 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.1%
Value ($000) $764 Shares 16,342 Est. Cost $45.83 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $762 Shares 2,077 Est. Cost $34.67 Unrealized +4.1%
OKTA OKTA INC CL A 0.1%
Value ($000) $750 Shares 6,073 Est. Cost $43.15 Unrealized +151.5%
MMM 3M CO COM 0.1%
Value ($000) $739 Shares 4,267 Est. Cost $131.07 Unrealized -8.0%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $734 Shares 19,939 Est. Cost $37.30 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $721 Shares 25,000 Est. Cost $24.56 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $705 Shares 14,301 Est. Cost $29.72 Unrealized +4.1%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $704 Shares 6,820 Est. Cost $81.73 Unrealized -1.9%
UNP UNION PACIFIC CORP COM 0.1%
Value ($000) $703 Shares 4,158 Est. Cost $104.27 Unrealized +41.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $683 Shares 2,326 Est. Cost $150.82 Unrealized +79.5%
KEY KEYCORP NEW COM 0.1%
Value ($000) $683 Shares 38,526 Est. Cost $11.97 Unrealized +2.5%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $679 Shares 11,580 Est. Cost $58.03 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $666 Shares 12,306 Est. Cost $37.27 Unrealized +18.3%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $656 Shares 4,325 Est. Cost $115.62 Unrealized +11.2%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $656 Shares 12,418 Est. Cost $41.55 Unrealized +17.1%
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 0.1%
Value ($000) $639 Shares 16,831 Est. Cost $38.20 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $631 Shares 9,466 Est. Cost $57.42 Unrealized +0.1%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $624 Shares 15,025 Est. Cost $28.21 Unrealized +18.3%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $612 Shares 5,527 Est. Cost $72.19 Unrealized +49.6%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $595 Shares 7,826 Est. Cost $49.73 Unrealized +26.1%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $591 Shares 6,747 Est. Cost $60.48 Unrealized +12.2%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $588 Shares 3,784 Est. Cost $153.70 Unrealized
DCP MIDSTREAM LP COM UT LTD PTN 0.1%
Value ($000) $586 Shares 20,000 Est. Cost $33.05 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $581 Shares 2,307 Est. Cost $177.93 Unrealized +17.9%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $577 Shares 5,046 Est. Cost $61.01 Unrealized +81.2%
AON PLC SHS CL A 0.1%
Value ($000) $575 Shares 2,981 Est. Cost $121.08 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $565 Shares 20,474 Est. Cost $23.79 Unrealized
IP INTL PAPER CO COM 0.1%
Value ($000) $531 Shares 12,275 Est. Cost $30.46 Unrealized +3.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $529 Shares 1,958 Est. Cost $229.64 Unrealized
SONY SONY CORP SPONSORED ADR 0.1%
Value ($000) $523 Shares 10,000 Est. Cost $42.20 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $522 Shares 11,033 Est. Cost $41.90 Unrealized -6.7%
ABBV ABBVIE INC COM 0.1%
Value ($000) $520 Shares 7,157 Est. Cost $46.73 Unrealized +27.1%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $512 Shares 2,747 Est. Cost $179.43 Unrealized
WSBC WESBANCO INC COM 0.1%
Value ($000) $505 Shares 13,021 Est. Cost $42.17 Unrealized -8.7%
BFH ALLIANCE DATA SYSTEMS CORP COM 0.1%
Value ($000) $500 Shares 3,570 Est. Cost $170.90 Unrealized -37.2%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $500 Shares 9,184 Est. Cost $57.24 Unrealized -23.9%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $496 Shares 7,084 Est. Cost $41.75 Unrealized +26.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $487 Shares 7,656 Est. Cost $70.14 Unrealized
YETI YETI HLDGS INC COM 0.1%
Value ($000) $483 Shares 16,695 Est. Cost $21.77 Unrealized +32.3%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $462 Shares 2,259 Est. Cost $28.97 Unrealized +44.2%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $458 Shares 17,264 Est. Cost $39.57 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $458 Shares 976 Est. Cost $426.67 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $447 Shares 2,693 Est. Cost $123.23 Unrealized +14.4%
SM SM ENERGY CO COM 0.0%
Value ($000) $444 Shares 35,532 Est. Cost $69.27 Unrealized -81.1%
NKE NIKE INC CL B 0.0%
Value ($000) $403 Shares 4,785 Est. Cost $58.40 Unrealized +32.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $387 Shares 6,072 Est. Cost $23.23 Unrealized +29.7%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $386 Shares 2,839 Est. Cost $114.61 Unrealized +0.1%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $385 Shares 2,581 Est. Cost $109.23 Unrealized +14.4%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $385 Shares 11,051 Est. Cost $61.67 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $385 Shares 13,284 Est. Cost $20.51 Unrealized +19.5%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $385 Shares 2,809 Est. Cost $76.45 Unrealized +36.2%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $384 Shares 2,587 Est. Cost $145.73 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $382 Shares 3,668 Est. Cost $48.04 Unrealized +92.1%
FDX FEDEX CORP COM 0.0%
Value ($000) $382 Shares 2,323 Est. Cost $155.84 Unrealized -0.6%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $378 Shares 4,725 Est. Cost $67.81 Unrealized +14.1%
SYY SYSCO CORP COM 0.0%
Value ($000) $365 Shares 5,163 Est. Cost $58.84 Unrealized +1.2%
ATRION CORP COM 0.0%
Value ($000) $363 Shares 426 Est. Cost $728.25 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $356 Shares 33,926 Est. Cost $11.84 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.0%
Value ($000) $352 Shares 4,788 Est. Cost $72.09 Unrealized
VPU VANGUARD UTILITIES INDEX FUND 0.0%
Value ($000) $350 Shares 2,635 Est. Cost $129.64 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $348 Shares 3,067 Est. Cost $85.91 Unrealized +15.5%
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $343 Shares 2,536 Est. Cost $109.98 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $336 Shares 4,344 Est. Cost $64.23 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $336 Shares 3,459 Est. Cost $68.41 Unrealized +11.4%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $333 Shares 7,154 Est. Cost $52.80 Unrealized -4.7%
SCHW THE CHARLES SCHWAB CORPORATION COM 0.0%
Value ($000) $332 Shares 8,273 Est. Cost $30.41 Unrealized +30.5%
FLOOF FLOWER ONE HOLDINGS INC ORD SHS 0.0%
Value ($000) $331 Shares 149,254 Est. Cost $2.26 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $328 Shares 2,864 Est. Cost $85.70 Unrealized +8.2%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $324 Shares 5,316 Est. Cost $52.98 Unrealized -7.1%
MET METLIFE INC COM 0.0%
Value ($000) $322 Shares 6,501 Est. Cost $35.04 Unrealized +7.3%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $320 Shares 1,417 Est. Cost $121.76 Unrealized +44.7%
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 0.0%
Value ($000) $319 Shares 8,444 Est. Cost $31.02 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $307 Shares 4,101 Est. Cost $27.24 Unrealized 0.0%
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $307 Shares 24,820 Est. Cost $25.14 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $306 Shares 6,755 Est. Cost $39.78 Unrealized -9.2%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $306 Shares 25,000 Est. Cost $12.23 Unrealized +0.3%
TTC TORO CO COM 0.0%
Value ($000) $303 Shares 4,524 Est. Cost $58.08 Unrealized +20.9%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $302 Shares 5,729 Est. Cost $37.60 Unrealized +3.5%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $301 Shares 8,592 Est. Cost $28.14 Unrealized +11.5%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $300 Shares 4,669 Est. Cost $43.17 Unrealized +8.5%
ECL ECOLAB INC COM 0.0%
Value ($000) $299 Shares 1,514 Est. Cost $142.77 Unrealized +21.3%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $298 Shares 4,261 Est. Cost $61.44 Unrealized +9.0%
NFG NATIONAL FUEL GAS CO N J COM 0.0%
Value ($000) $297 Shares 5,591 Est. Cost $56.93 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $296 Shares 3,174 Est. Cost $54.34 Unrealized +26.1%
AVGO BROADCOM INC COM 0.0%
Value ($000) $293 Shares 1,011 Est. Cost $22.49 Unrealized +8.4%
CANTEL MEDICAL CORP COM 0.0%
Value ($000) $292 Shares 3,630 Est. Cost $88.76 Unrealized
RCIAF ROGERS COMMUNICATIONS INC CL A CONV 0.0%
Value ($000) $291 Shares 5,400 Est. Cost $36.15 Unrealized +49.8%
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $290 Shares 3,420 Est. Cost $89.18 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $288 Shares 20,661 Est. Cost $10.67 Unrealized -7.8%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $287 Shares 4,251 Est. Cost $56.32 Unrealized -9.8%
DISCOVERY INC COM SER C 0.0%
Value ($000) $286 Shares 10,071 Est. Cost $26.93 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $286 Shares 1,818 Est. Cost $189.02 Unrealized -24.2%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $283 Shares 8,891 Est. Cost $35.99 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $280 Shares 3,418 Est. Cost $49.36 Unrealized +38.7%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $279 Shares 1,954 Est. Cost $89.78 Unrealized +28.0%
CSM PROSHARES LARGE CAP CORE PLUS ETF 0.0%
Value ($000) $275 Shares 3,900 Est. Cost $68.21 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $271 Shares 3,509 Est. Cost $53.39 Unrealized +6.5%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $270 Shares 2,484 Est. Cost $16.07 Unrealized +16.0%
GCI LIBERTY INC COM CLASS A 0.0%
Value ($000) $269 Shares 4,392 Est. Cost $55.88 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $266 Shares 1,448 Est. Cost $156.83 Unrealized -6.8%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $265 Shares 2,115 Est. Cost $105.91 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $263 Shares 998 Est. Cost $198.35 Unrealized +14.2%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $259 Shares 713 Est. Cost $279.77 Unrealized 0.0%
MYFW FIRST WESTN FINL INC COM 0.0%
Value ($000) $256 Shares 19,310 Est. Cost $13.43 Unrealized -0.9%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $255 Shares 2,070 Est. Cost $91.22 Unrealized +17.8%
PPG PPG INDS INC COM 0.0%
Value ($000) $248 Shares 2,127 Est. Cost $94.66 Unrealized +6.0%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $248 Shares 1,150 Est. Cost $198.07 Unrealized +9.5%
CERNER CORP COM 0.0%
Value ($000) $247 Shares 3,376 Est. Cost $58.51 Unrealized
SVMK INC COM 0.0%
Value ($000) $247 Shares 15,000 Est. Cost $18.20 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $246 Shares 2,395 Est. Cost $79.63 Unrealized +15.6%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $245 Shares 6,080 Est. Cost $40.22 Unrealized
RAYTHEON CO COM NEW 0.0%
Value ($000) $244 Shares 1,409 Est. Cost $182.76 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $238 Shares 4,307 Est. Cost $41.35 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $236 Shares 1,598 Est. Cost $118.58 Unrealized +9.1%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $231 Shares 3,002 Est. Cost $65.62 Unrealized +3.2%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $230 Shares 2,623 Est. Cost $68.23 Unrealized 0.0%
INGERSOLL-RAND PLC SHS 0.0%
Value ($000) $230 Shares 1,822 Est. Cost $107.49 Unrealized
PATTERN ENERGY GROUP INC CL A 0.0%
Value ($000) $230 Shares 10,000 Est. Cost $22.00 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $229 Shares 1,922 Est. Cost $113.42 Unrealized
CELGENE CORP COM 0.0%
Value ($000) $228 Shares 2,472 Est. Cost $94.14 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $228 Shares 1,398 Est. Cost $157.07 Unrealized 0.0%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $226 Shares 2,245 Est. Cost $91.31 Unrealized
TDS TELEPHONE & DATA SYS INC COM NEW 0.0%
Value ($000) $224 Shares 7,400 Est. Cost $27.48 Unrealized +13.7%
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $223 Shares 40,010 Est. Cost $6.77 Unrealized
RVTY PERKINELMER INC COM 0.0%
Value ($000) $222 Shares 2,310 Est. Cost $88.58 Unrealized +3.5%
UNM UNUM GROUP COM 0.0%
Value ($000) $212 Shares 6,340 Est. Cost $34.81 Unrealized -0.5%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $209 Shares 2,406 Est. Cost $75.48 Unrealized 0.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $208 Shares 2,954 Est. Cost $63.72 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $206 Shares 1,010 Est. Cost $164.16 Unrealized +3.0%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $205 Shares 1,285 Est. Cost $141.56 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $201 Shares 6,481 Est. Cost $22.83 Unrealized 0.0%
FNCB BANCORP INC COM 0.0%
Value ($000) $172 Shares 22,297 Est. Cost $6.01 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $130 Shares 12,791 Est. Cost $6.21 Unrealized +14.3%
ROAN RES INC CL A COM 0.0%
Value ($000) $130 Shares 75,000 Est. Cost $1.73 Unrealized
AZURRX BIOPHARMA INC COM 0.0%
Value ($000) $118 Shares 69,835 Est. Cost $2.42 Unrealized
SUMMIT WIRELESS TECHNLGIES INC COM 0.0%
Value ($000) $102 Shares 88,028 Est. Cost $1.99 Unrealized
CLOUDERA INC COM 0.0%
Value ($000) $57 Shares 10,937 Est. Cost $17.20 Unrealized
GENNQ GENESIS HEALTHCARE INC CL A COM 0.0%
Value ($000) $26 Shares 21,400 Est. Cost $1.48 Unrealized -14.2%
JERICHO OIL CORP COM 0.0%
Value ($000) $23 Shares 104,100 Est. Cost $0.49 Unrealized
LLDTF LLOYDS BANKING GROUP PLC SHS 0.0%
Value ($000) $18 Shares 25,000 Est. Cost $0.66 Unrealized -8.2%
TGB TASEKO MINES LTD COM 0.0%
Value ($000) $6 Shares 12,000 Est. Cost $1.95 Unrealized -70.5%
PTOI PLASTIC2OIL INC COM 0.0%
Value ($000) $1 Shares 47,742 Est. Cost $0.02 Unrealized +25.8%
PROTEA BIOSCIENCES GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 100,400 Est. Cost Unrealized
POWER 3 MED PRODS INC COM 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized