Waldron Private Wealth LLC Diversified Active

CIK: 0001598180 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 6, 2019

Total Value ($000): $981,750 (100.0% shares, 0.0% debt)

Holdings (258)

IWD ISHARES RUSSELL 1000 VALUE ETF 11.9%
Value ($000) $117,014 Shares 912,319 Est. Cost $107.49 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 11.7%
Value ($000) $114,568 Shares 717,712 Est. Cost $101.33 Unrealized
EFA ISHARES MSCI EAFE ETF 10.5%
Value ($000) $103,324 Shares 1,584,492 Est. Cost $105.34 Unrealized
IWV ISHARES RUSSELL 3000 ETF 4.3%
Value ($000) $41,981 Shares 241,594 Est. Cost $141.26 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 3.3%
Value ($000) $32,211 Shares 167,130 Est. Cost $167.91 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 2.5%
Value ($000) $24,469 Shares 598,705 Est. Cost $38.68 Unrealized
CBU COMMUNITY BK SYS INC COM 2.4%
Value ($000) $23,427 Shares 377,374 Est. Cost $52.06 Unrealized 0.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2.2%
Value ($000) $21,573 Shares 525,164 Est. Cost $39.09 Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 1.9%
Value ($000) $18,895 Shares 1,422,836 Est. Cost $11.05 Unrealized -7.2%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 1.9%
Value ($000) $18,358 Shares 353,997 Est. Cost $47.27 Unrealized
SYK STRYKER CORP COM 1.8%
Value ($000) $17,801 Shares 82,302 Est. Cost $76.08 Unrealized +163.1%
SPY SPDR S&P 500 ETF 1.7%
Value ($000) $17,091 Shares 57,591 Est. Cost $218.46 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.7%
Value ($000) $16,962 Shares 142,055 Est. Cost $110.58 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 1.4%
Value ($000) $13,942 Shares 196,315 Est. Cost $71.02 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 1.4%
Value ($000) $13,642 Shares 182,342 Est. Cost $71.85 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 1.4%
Value ($000) $13,462 Shares 256,680 Est. Cost $46.76 Unrealized
VTV VANGUARD VALUE INDEX FUND 1.3%
Value ($000) $13,130 Shares 117,635 Est. Cost $102.64 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 1.2%
Value ($000) $12,050 Shares 106,461 Est. Cost $98.34 Unrealized
VUG VANGUARD GROWTH INDEX FUND 1.1%
Value ($000) $10,867 Shares 65,356 Est. Cost $142.52 Unrealized
AAPL APPLE INC COM 1.1%
Value ($000) $10,704 Shares 47,796 Est. Cost $38.43 Unrealized +30.7%
MSFT MICROSOFT CORP COM 1.0%
Value ($000) $9,844 Shares 70,805 Est. Cost $90.40 Unrealized +43.7%
AMZN AMAZON COM INC COM 0.9%
Value ($000) $8,703 Shares 5,014 Est. Cost $67.80 Unrealized +36.8%
GOOG ALPHABET INC CAP STK CL C 0.9%
Value ($000) $8,350 Shares 6,850 Est. Cost $57.63 Unrealized +1.9%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $8,342 Shares 50,663 Est. Cost $155.76 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.8%
Value ($000) $8,260 Shares 177,756 Est. Cost $40.81 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $8,237 Shares 39,598 Est. Cost $196.60 Unrealized +4.8%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.8%
Value ($000) $7,879 Shares 61,149 Est. Cost $118.22 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.7%
Value ($000) $7,103 Shares 39,022 Est. Cost $158.70 Unrealized
CSCO CISCO SYS INC COM 0.7%
Value ($000) $6,603 Shares 133,639 Est. Cost $41.79 Unrealized +2.4%
MSA MSA SAFETY INC COM 0.7%
Value ($000) $6,467 Shares 59,272 Est. Cost $100.71 Unrealized +4.7%
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $5,935 Shares 131,667 Est. Cost $34.82 Unrealized +7.7%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.6%
Value ($000) $5,509 Shares 36,486 Est. Cost $125.34 Unrealized
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $5,323 Shares 44,884 Est. Cost $86.08 Unrealized +6.3%
STBA S & T BANCORP INC COM 0.5%
Value ($000) $5,016 Shares 137,313 Est. Cost $39.53 Unrealized -8.0%
MDY SPDR S&P MIDCAP 400 ETF 0.5%
Value ($000) $4,827 Shares 13,697 Est. Cost $323.42 Unrealized
ZTS ZOETIS INC CL A 0.5%
Value ($000) $4,684 Shares 37,596 Est. Cost $112.23 Unrealized +2.1%
T AT&T INC COM 0.5%
Value ($000) $4,540 Shares 119,987 Est. Cost $13.17 Unrealized +29.0%
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value ($000) $4,455 Shares 47,777 Est. Cost $84.32 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.4%
Value ($000) $4,414 Shares 22,848 Est. Cost $184.84 Unrealized
KO COCA COLA CO COM 0.4%
Value ($000) $4,283 Shares 78,182 Est. Cost $41.60 Unrealized +5.7%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $4,071 Shares 31,469 Est. Cost $101.41 Unrealized +8.5%
META FACEBOOK INC CL A 0.4%
Value ($000) $4,061 Shares 22,806 Est. Cost $120.76 Unrealized +56.3%
AMGN AMGEN INC COM 0.4%
Value ($000) $4,043 Shares 20,893 Est. Cost $157.93 Unrealized +0.1%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $4,001 Shares 71,759 Est. Cost $40.85 Unrealized +0.7%
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $3,835 Shares 12,847 Est. Cost $257.23 Unrealized
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $3,686 Shares 21,788 Est. Cost $128.78 Unrealized +8.2%
INTC INTEL CORP COM 0.4%
Value ($000) $3,627 Shares 70,394 Est. Cost $40.66 Unrealized +5.8%
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $3,586 Shares 30,478 Est. Cost $89.20 Unrealized +6.6%
WMT WALMART INC COM 0.4%
Value ($000) $3,504 Shares 29,528 Est. Cost $31.76 Unrealized +8.5%
PGR PROGRESSIVE CORP OHIO COM 0.3%
Value ($000) $3,409 Shares 44,142 Est. Cost $64.62 Unrealized 0.0%
BX BLACKSTONE GROUP INC COM CL A 0.3%
Value ($000) $3,354 Shares 68,690 Est. Cost $32.83 Unrealized +19.5%
UNILEVER PLC SPON ADR NEW 0.3%
Value ($000) $3,338 Shares 55,550 Est. Cost $60.09 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $3,172 Shares 2,598 Est. Cost $56.38 Unrealized +4.3%
PG PROCTER & GAMBLE CO COM 0.3%
Value ($000) $3,157 Shares 25,386 Est. Cost $80.31 Unrealized +25.8%
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value ($000) $2,870 Shares 25,153 Est. Cost $109.19 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value ($000) $2,823 Shares 70,137 Est. Cost $42.37 Unrealized
MTB M & T BK CORP COM 0.3%
Value ($000) $2,721 Shares 17,226 Est. Cost $127.93 Unrealized 0.0%
ABBV ABBVIE INC COM 0.2%
Value ($000) $2,450 Shares 32,361 Est. Cost $51.29 Unrealized +2.5%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $2,410 Shares 31,605 Est. Cost $61.21 Unrealized +6.2%
PFE PFIZER INC COM 0.2%
Value ($000) $2,401 Shares 66,841 Est. Cost $26.29 Unrealized +2.7%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $2,334 Shares 33,056 Est. Cost $55.66 Unrealized -3.4%
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $2,329 Shares 16,585 Est. Cost $121.92 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $2,291 Shares 10,672 Est. Cost $162.45 Unrealized +13.7%
V VISA INC COM CL A 0.2%
Value ($000) $2,253 Shares 13,102 Est. Cost $107.79 Unrealized +58.0%
ALRM ALARM COM HLDGS INC COM 0.2%
Value ($000) $2,230 Shares 47,816 Est. Cost $48.33 Unrealized +1.4%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $2,192 Shares 36,331 Est. Cost $38.95 Unrealized +3.8%
CNAF COMMERICAL NATL FINL CORP PA COM 0.2%
Value ($000) $2,184 Shares 101,603 Est. Cost $11.91 Unrealized +4.0%
UBSI UNITED BANKSHARES INC WEST VA COM 0.2%
Value ($000) $2,087 Shares 54,636 Est. Cost $31.32 Unrealized +18.3%
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $2,085 Shares 41,349 Est. Cost $40.35 Unrealized -1.4%
WM WASTE MGMT INC DEL COM 0.2%
Value ($000) $2,014 Shares 17,517 Est. Cost $105.11 Unrealized 0.0%
CE CELANESE CORP DEL COM 0.2%
Value ($000) $1,914 Shares 15,655 Est. Cost $99.99 Unrealized 0.0%
PEP PEPSICO INC COM 0.2%
Value ($000) $1,762 Shares 12,859 Est. Cost $84.65 Unrealized +29.2%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.2%
Value ($000) $1,710 Shares 33,120 Est. Cost $47.13 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.2%
Value ($000) $1,709 Shares 19,265 Est. Cost $78.07 Unrealized
CBFV CB FINL SVCS INC COM 0.2%
Value ($000) $1,674 Shares 60,306 Est. Cost $16.84 Unrealized +14.2%
IJR ISHARES S&P SMALL-CAP FUND 0.2%
Value ($000) $1,671 Shares 21,477 Est. Cost $71.99 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $1,649 Shares 7,592 Est. Cost $222.38 Unrealized -2.4%
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $1,646 Shares 10,004 Est. Cost $149.86 Unrealized
CPB CAMPBELL SOUP CO COM 0.2%
Value ($000) $1,625 Shares 34,646 Est. Cost $36.15 Unrealized -3.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $1,625 Shares 8,449 Est. Cost $124.51 Unrealized +41.8%
DIS DISNEY WALT CO COM DISNEY 0.2%
Value ($000) $1,589 Shares 12,199 Est. Cost $103.89 Unrealized +29.2%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,581 Shares 5,773 Est. Cost $258.86 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $1,559 Shares 5 Est. Cost $273620.50 Unrealized +13.1%
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $1,473 Shares 71,483 Est. Cost $14.08 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,461 Shares 18,951 Est. Cost $50.81 Unrealized +11.6%
SUNTRUST BKS INC COM 0.1%
Value ($000) $1,457 Shares 21,179 Est. Cost $54.60 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.1%
Value ($000) $1,418 Shares 9,219 Est. Cost $132.20 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $1,417 Shares 3,783 Est. Cost $194.44 Unrealized +63.9%
ABT ABBOTT LABS COM 0.1%
Value ($000) $1,373 Shares 16,412 Est. Cost $51.91 Unrealized +46.6%
HD HOME DEPOT INC COM 0.1%
Value ($000) $1,350 Shares 5,819 Est. Cost $140.25 Unrealized +33.4%
MA MASTERCARD INC CL A 0.1%
Value ($000) $1,337 Shares 4,924 Est. Cost $139.04 Unrealized +91.4%
MRK MERCK & CO INC COM 0.1%
Value ($000) $1,281 Shares 15,120 Est. Cost $50.13 Unrealized +30.6%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $1,172 Shares 5,753 Est. Cost $15.74 Unrealized +124.8%
RCI ROGERS COMMUNICATIONS INC CL B 0.1%
Value ($000) $1,166 Shares 23,750 Est. Cost $37.58 Unrealized +37.1%
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.1%
Value ($000) $1,160 Shares 10,668 Est. Cost $108.92 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,154 Shares 17,265 Est. Cost $56.04 Unrealized -3.0%
NFLX NETFLIX INC COM 0.1%
Value ($000) $1,133 Shares 4,236 Est. Cost $32.95 Unrealized -5.0%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1,126 Shares 12,739 Est. Cost $45.02 Unrealized +79.1%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $1,111 Shares 8,139 Est. Cost $117.73 Unrealized
RPM RPM INTL INC COM 0.1%
Value ($000) $1,082 Shares 15,738 Est. Cost $47.62 Unrealized +39.1%
ADBE ADOBE INC COM 0.1%
Value ($000) $1,061 Shares 3,844 Est. Cost $134.40 Unrealized +117.2%
BA BOEING CO COM 0.1%
Value ($000) $1,031 Shares 2,712 Est. Cost $259.54 Unrealized +35.8%
ORCL ORACLE CORP COM 0.1%
Value ($000) $1,016 Shares 18,463 Est. Cost $46.59 Unrealized +8.1%
UNILEVER N V N Y SHS NEW 0.1%
Value ($000) $1,012 Shares 16,860 Est. Cost $60.02 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $978 Shares 4,520 Est. Cost $184.57 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $973 Shares 5,418 Est. Cost $161.51 Unrealized 0.0%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $966 Shares 9,479 Est. Cost $98.11 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $916 Shares 5,407 Est. Cost $179.76 Unrealized -1.6%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $906 Shares 16,306 Est. Cost $39.58 Unrealized +18.0%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $901 Shares 13,044 Est. Cost $47.42 Unrealized +14.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $891 Shares 6,128 Est. Cost $93.06 Unrealized +10.1%
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $861 Shares 9,215 Est. Cost $63.11 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $851 Shares 8,220 Est. Cost $79.89 Unrealized +37.6%
NOW SERVICENOW INC COM 0.1%
Value ($000) $843 Shares 3,322 Est. Cost $44.10 Unrealized +23.3%
LOW LOWES COS INC COM 0.1%
Value ($000) $832 Shares 7,568 Est. Cost $81.32 Unrealized +15.6%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $823 Shares 21,664 Est. Cost $37.99 Unrealized
SUN SUNOCO LP COM UT REP LP 0.1%
Value ($000) $811 Shares 25,804 Est. Cost $29.59 Unrealized
PPL PPL CORP COM 0.1%
Value ($000) $804 Shares 25,302 Est. Cost $23.05 Unrealized 0.0%
BFH ALLIANCE DATA SYSTEMS CORP COM 0.1%
Value ($000) $780 Shares 6,090 Est. Cost $141.72 Unrealized -29.2%
UNP UNION PACIFIC CORP COM 0.1%
Value ($000) $776 Shares 4,793 Est. Cost $109.77 Unrealized +32.8%
STERLING BANCORP DEL COM 0.1%
Value ($000) $766 Shares 38,234 Est. Cost $16.89 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.1%
Value ($000) $764 Shares 33,825 Est. Cost $21.77 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $754 Shares 4,589 Est. Cost $129.63 Unrealized -14.7%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $748 Shares 4,402 Est. Cost $182.39 Unrealized +5.8%
BKNG BOOKING HLDGS INC COM 0.1%
Value ($000) $747 Shares 381 Est. Cost $1903.18 Unrealized +0.1%
BAC BANK AMER CORP COM 0.1%
Value ($000) $716 Shares 24,577 Est. Cost $22.37 Unrealized +9.8%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $714 Shares 17,140 Est. Cost $29.37 Unrealized -6.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $714 Shares 25,000 Est. Cost $24.56 Unrealized
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 0.1%
Value ($000) $706 Shares 16,831 Est. Cost $38.20 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $695 Shares 18,539 Est. Cost $37.30 Unrealized
KEY KEYCORP NEW COM 0.1%
Value ($000) $687 Shares 38,526 Est. Cost $11.97 Unrealized +6.0%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $684 Shares 11,855 Est. Cost $58.02 Unrealized
NUE NUCOR CORP COM 0.1%
Value ($000) $684 Shares 13,439 Est. Cost $45.79 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $675 Shares 4,287 Est. Cost $115.62 Unrealized +12.6%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $663 Shares 15,025 Est. Cost $28.21 Unrealized +31.2%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $658 Shares 2,260 Est. Cost $150.82 Unrealized +86.7%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $649 Shares 4,293 Est. Cost $153.40 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $638 Shares 10,124 Est. Cost $56.41 Unrealized -14.3%
SONY SONY CORP SPONSORED ADR 0.1%
Value ($000) $591 Shares 10,000 Est. Cost $42.20 Unrealized
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.1%
Value ($000) $566 Shares 25,995 Est. Cost $22.64 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $564 Shares 10,136 Est. Cost $41.55 Unrealized +20.6%
ALERIAN MLP ETF 0.1%
Value ($000) $536 Shares 58,653 Est. Cost $10.00 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $536 Shares 4,149 Est. Cost $91.01 Unrealized +13.0%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $534 Shares 2,112 Est. Cost $177.93 Unrealized +25.6%
DCP MIDSTREAM LP COM UT LTD PTN 0.1%
Value ($000) $524 Shares 20,000 Est. Cost $33.05 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $504 Shares 4,511 Est. Cost $72.19 Unrealized +42.3%
WSBC WESBANCO INC COM 0.0%
Value ($000) $490 Shares 13,021 Est. Cost $42.17 Unrealized -14.1%
AON PLC SHS CL A 0.0%
Value ($000) $479 Shares 2,476 Est. Cost $121.08 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $472 Shares 6,010 Est. Cost $84.59 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $472 Shares 16,892 Est. Cost $23.79 Unrealized
YETI YETI HLDGS INC COM 0.0%
Value ($000) $467 Shares 16,695 Est. Cost $21.77 Unrealized +39.3%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $460 Shares 2,838 Est. Cost $124.29 Unrealized +15.8%
OKTA OKTA INC CL A 0.0%
Value ($000) $436 Shares 4,429 Est. Cost $43.15 Unrealized +189.4%
AROW ARROW FINL CORP COM 0.0%
Value ($000) $421 Shares 12,636 Est. Cost $24.53 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $420 Shares 5,293 Est. Cost $58.91 Unrealized +4.8%
BLACKROCK INC COM 0.0%
Value ($000) $413 Shares 927 Est. Cost $426.67 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $410 Shares 1,425 Est. Cost $215.73 Unrealized +18.8%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $410 Shares 17,264 Est. Cost $39.57 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $407 Shares 11,051 Est. Cost $61.67 Unrealized
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $407 Shares 2,587 Est. Cost $145.73 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $407 Shares 65,073 Est. Cost $6.57 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $407 Shares 7,185 Est. Cost $56.65 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $397 Shares 1,941 Est. Cost $198.70 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $393 Shares 2,809 Est. Cost $76.45 Unrealized +40.8%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $392 Shares 1,685 Est. Cost $28.97 Unrealized +59.6%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $390 Shares 3,734 Est. Cost $48.92 Unrealized +99.6%
VPU VANGUARD UTILITIES INDEX FUND 0.0%
Value ($000) $381 Shares 2,635 Est. Cost $129.64 Unrealized
SCHW THE CHARLES SCHWAB CORPORATION COM 0.0%
Value ($000) $372 Shares 8,912 Est. Cost $30.88 Unrealized +19.5%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $362 Shares 6,238 Est. Cost $23.42 Unrealized +29.4%
PFG PRINCIPAL FINL GROUP INC COM 0.0%
Value ($000) $361 Shares 6,332 Est. Cost $43.94 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $360 Shares 3,298 Est. Cost $68.41 Unrealized +28.0%
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 0.0%
Value ($000) $351 Shares 8,444 Est. Cost $31.02 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $346 Shares 2,138 Est. Cost $123.82 Unrealized +12.5%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $346 Shares 6,824 Est. Cost $39.75 Unrealized -7.5%
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $345 Shares 2,536 Est. Cost $109.98 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $344 Shares 35,532 Est. Cost $69.27 Unrealized -86.7%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $343 Shares 2,313 Est. Cost $150.15 Unrealized 0.0%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $340 Shares 8,592 Est. Cost $28.14 Unrealized +7.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $337 Shares 4,344 Est. Cost $64.23 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $335 Shares 2,656 Est. Cost $114.61 Unrealized -3.1%
TTC TORO CO COM 0.0%
Value ($000) $333 Shares 4,536 Est. Cost $58.08 Unrealized +23.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $332 Shares 2,277 Est. Cost $155.84 Unrealized -8.1%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $326 Shares 2,727 Est. Cost $81.73 Unrealized +8.8%
ACWI ISHARES MSCI ACWI INDEX FUND 0.0%
Value ($000) $325 Shares 4,414 Est. Cost $72.09 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $316 Shares 6,701 Est. Cost $35.14 Unrealized +9.5%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $310 Shares 2,085 Est. Cost $109.23 Unrealized +18.6%
ECL ECOLAB INC COM 0.0%
Value ($000) $305 Shares 1,540 Est. Cost $143.52 Unrealized +30.4%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $305 Shares 4,261 Est. Cost $61.44 Unrealized +20.0%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $301 Shares 6,900 Est. Cost $52.80 Unrealized -15.1%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $300 Shares 5,282 Est. Cost $52.98 Unrealized -14.5%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $300 Shares 1,890 Est. Cost $132.79 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $295 Shares 3,143 Est. Cost $58.40 Unrealized +34.9%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $291 Shares 3,328 Est. Cost $49.36 Unrealized +53.0%
MYFW FIRST WESTN FINL INC COM 0.0%
Value ($000) $287 Shares 16,810 Est. Cost $13.43 Unrealized +7.8%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $286 Shares 1,888 Est. Cost $187.54 Unrealized -20.6%
FAST FASTENAL CO COM 0.0%
Value ($000) $284 Shares 8,703 Est. Cost $13.23 Unrealized 0.0%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $281 Shares 4,669 Est. Cost $43.17 Unrealized +2.1%
AVGO BROADCOM INC COM 0.0%
Value ($000) $278 Shares 1,001 Est. Cost $22.49 Unrealized +6.8%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $277 Shares 1,923 Est. Cost $89.78 Unrealized +35.6%
GCI LIBERTY INC COM CLASS A 0.0%
Value ($000) $275 Shares 4,432 Est. Cost $55.88 Unrealized
PATTERN ENERGY GROUP INC CL A 0.0%
Value ($000) $269 Shares 10,000 Est. Cost $22.00 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $269 Shares 1,884 Est. Cost $109.72 Unrealized 0.0%
RCIAF ROGERS COMMUNICATIONS INC CL A CONV 0.0%
Value ($000) $268 Shares 5,400 Est. Cost $36.15 Unrealized +43.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $267 Shares 4,219 Est. Cost $56.32 Unrealized -9.5%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $264 Shares 1,615 Est. Cost $163.47 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $262 Shares 6,080 Est. Cost $40.22 Unrealized
RAYTHEON CO COM NEW 0.0%
Value ($000) $262 Shares 1,339 Est. Cost $182.76 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $262 Shares 2,562 Est. Cost $54.34 Unrealized +42.2%
SVMK INC COM 0.0%
Value ($000) $256 Shares 15,000 Est. Cost $18.20 Unrealized
NFG NATIONAL FUEL GAS CO N J COM 0.0%
Value ($000) $256 Shares 5,416 Est. Cost $56.93 Unrealized -14.7%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $255 Shares 3,589 Est. Cost $27.24 Unrealized -4.9%
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $254 Shares 24,625 Est. Cost $25.14 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $250 Shares 2,395 Est. Cost $79.63 Unrealized +21.5%
CELGENE CORP COM 0.0%
Value ($000) $248 Shares 2,501 Est. Cost $94.20 Unrealized
DISCOVERY INC COM SER C 0.0%
Value ($000) $247 Shares 10,071 Est. Cost $26.93 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $247 Shares 1,520 Est. Cost $136.12 Unrealized 0.0%
LINDE PLC SHS 0.0%
Value ($000) $246 Shares 1,272 Est. Cost $193.40 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $241 Shares 8,182 Est. Cost $41.34 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $237 Shares 3,002 Est. Cost $65.62 Unrealized +4.3%
SO SOUTHERN CO COM 0.0%
Value ($000) $236 Shares 3,827 Est. Cost $41.35 Unrealized +9.5%
FLEETCOR TECHNOLOGIES INC COM 0.0%
Value ($000) $231 Shares 806 Est. Cost $286.60 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $231 Shares 1,922 Est. Cost $113.42 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $230 Shares 2,245 Est. Cost $91.31 Unrealized
CERNER CORP COM 0.0%
Value ($000) $230 Shares 3,376 Est. Cost $58.51 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $224 Shares 2,484 Est. Cost $16.07 Unrealized +16.7%
INGERSOLL-RAND PLC SHS 0.0%
Value ($000) $224 Shares 1,822 Est. Cost $107.49 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $223 Shares 15,520 Est. Cost $10.67 Unrealized -5.0%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $223 Shares 4,500 Est. Cost $49.56 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $222 Shares 2,746 Est. Cost $53.39 Unrealized +9.4%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $220 Shares 4,174 Est. Cost $52.71 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $216 Shares 2,255 Est. Cost $70.54 Unrealized 0.0%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $212 Shares 1,220 Est. Cost $4.18 Unrealized 0.0%
ATRION CORP COM 0.0%
Value ($000) $211 Shares 272 Est. Cost $728.25 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $211 Shares 23,685 Est. Cost $11.84 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $211 Shares 865 Est. Cost $236.97 Unrealized 0.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $209 Shares 2,954 Est. Cost $63.72 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $209 Shares 2,406 Est. Cost $75.48 Unrealized +6.0%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $207 Shares 5,078 Est. Cost $54.63 Unrealized 0.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $205 Shares 1,737 Est. Cost $94.66 Unrealized +7.6%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $205 Shares 1,292 Est. Cost $141.56 Unrealized +9.8%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $202 Shares 750 Est. Cost $269.33 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $201 Shares 907 Est. Cost $121.76 Unrealized +58.1%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $201 Shares 2,316 Est. Cost $86.79 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.0%
Value ($000) $200 Shares 4,360 Est. Cost $45.83 Unrealized
FNCB BANCORP INC COM 0.0%
Value ($000) $174 Shares 22,297 Est. Cost $6.01 Unrealized
FLOOF FLOWER ONE HOLDINGS INC ORD SHS 0.0%
Value ($000) $174 Shares 149,254 Est. Cost $2.26 Unrealized -20.8%
ROAN RES INC CL A COM 0.0%
Value ($000) $107 Shares 87,000 Est. Cost $1.66 Unrealized
CLOUDERA INC COM 0.0%
Value ($000) $96 Shares 10,937 Est. Cost $17.20 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $81 Shares 25,000 Est. Cost $12.23 Unrealized -38.8%
SUMMIT WIRELESS TECHNLGIES INC COM 0.0%
Value ($000) $79 Shares 88,028 Est. Cost $1.99 Unrealized
AZURRX BIOPHARMA INC COM 0.0%
Value ($000) $41 Shares 69,835 Est. Cost $2.42 Unrealized
GENNQ GENESIS HEALTHCARE INC CL A COM 0.0%
Value ($000) $23 Shares 21,400 Est. Cost $1.48 Unrealized -22.1%
JERICHO OIL CORP COM 0.0%
Value ($000) $22 Shares 104,100 Est. Cost $0.49 Unrealized
LLDTF LLOYDS BANKING GROUP PLC SHS 0.0%
Value ($000) $16 Shares 25,000 Est. Cost $0.66 Unrealized -22.5%
TGB TASEKO MINES LTD COM 0.0%
Value ($000) $5 Shares 12,000 Est. Cost $1.95 Unrealized -76.9%
PTOI PLASTIC2OIL INC COM 0.0%
Value ($000) $1 Shares 47,742 Est. Cost $0.02 Unrealized +27.1%
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