Waldron Private Wealth LLC Diversified Active

CIK: 0001598180 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 7, 2020

Total Value ($000): $1,121,990 (100.0% shares, 0.0% debt)

Holdings (279)

IWD ISHARES RUSSELL 1000 VALUE ETF 11.4%
Value ($000) $128,286 Shares 939,962 Est. Cost $108.34 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 11.3%
Value ($000) $126,284 Shares 717,849 Est. Cost $101.33 Unrealized
EFA ISHARES MSCI EAFE ETF 10.5%
Value ($000) $117,735 Shares 1,695,500 Est. Cost $102.99 Unrealized
CBU COMMUNITY BK SYS INC COM 4.1%
Value ($000) $46,200 Shares 647,516 Est. Cost $53.53 Unrealized +3.8%
IWV ISHARES RUSSELL 3000 ETF 4.0%
Value ($000) $45,421 Shares 240,978 Est. Cost $141.26 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 3.3%
Value ($000) $37,120 Shares 173,282 Est. Cost $169.56 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 2.5%
Value ($000) $27,802 Shares 619,613 Est. Cost $38.89 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2.0%
Value ($000) $22,981 Shares 521,588 Est. Cost $39.09 Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 1.8%
Value ($000) $20,572 Shares 1,417,836 Est. Cost $11.05 Unrealized +1.1%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 1.8%
Value ($000) $20,016 Shares 388,511 Est. Cost $47.65 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.7%
Value ($000) $18,864 Shares 146,713 Est. Cost $111.16 Unrealized
SPY SPDR S&P 500 ETF 1.7%
Value ($000) $18,666 Shares 57,996 Est. Cost $218.46 Unrealized
VTV VANGUARD VALUE INDEX FUND 1.6%
Value ($000) $17,749 Shares 148,098 Est. Cost $106.18 Unrealized
SYK STRYKER CORP COM 1.5%
Value ($000) $17,284 Shares 82,332 Est. Cost $76.08 Unrealized +155.2%
VUG VANGUARD GROWTH INDEX FUND 1.4%
Value ($000) $15,329 Shares 84,148 Est. Cost $151.38 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 1.3%
Value ($000) $15,076 Shares 196,100 Est. Cost $71.02 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 1.3%
Value ($000) $15,054 Shares 271,249 Est. Cost $47.23 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 1.3%
Value ($000) $14,861 Shares 183,504 Est. Cost $71.85 Unrealized
AAPL APPLE INC COM 1.3%
Value ($000) $14,671 Shares 49,961 Est. Cost $39.45 Unrealized +57.2%
VONV VANGUARD RUSSELL 1000 VALUE ETF 1.1%
Value ($000) $12,743 Shares 106,332 Est. Cost $98.34 Unrealized
MSFT MICROSOFT CORP COM 1.0%
Value ($000) $11,277 Shares 71,510 Est. Cost $90.40 Unrealized +54.0%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.9%
Value ($000) $9,985 Shares 72,847 Est. Cost $121.25 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.9%
Value ($000) $9,807 Shares 204,715 Est. Cost $41.75 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.9%
Value ($000) $9,655 Shares 42,631 Est. Cost $198.06 Unrealized +9.6%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $9,180 Shares 6,866 Est. Cost $57.63 Unrealized +11.1%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $9,171 Shares 50,689 Est. Cost $155.76 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.8%
Value ($000) $9,035 Shares 45,474 Est. Cost $164.37 Unrealized
AMZN AMAZON COM INC COM 0.8%
Value ($000) $8,995 Shares 4,868 Est. Cost $67.80 Unrealized +30.5%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.7%
Value ($000) $7,723 Shares 47,206 Est. Cost $134.03 Unrealized
MSA MSA SAFETY INC COM 0.7%
Value ($000) $7,492 Shares 59,296 Est. Cost $100.71 Unrealized +19.5%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $5,936 Shares 132,011 Est. Cost $34.82 Unrealized +8.7%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $5,688 Shares 118,603 Est. Cost $41.79 Unrealized -7.7%
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value ($000) $5,559 Shares 59,913 Est. Cost $86.04 Unrealized
STBA S & T BANCORP INC COM 0.5%
Value ($000) $5,532 Shares 137,313 Est. Cost $39.53 Unrealized -4.2%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $5,386 Shares 44,701 Est. Cost $86.08 Unrealized +4.2%
AMGN AMGEN INC COM 0.4%
Value ($000) $5,046 Shares 20,932 Est. Cost $157.93 Unrealized +15.7%
ZTS ZOETIS INC CL A 0.4%
Value ($000) $4,992 Shares 37,724 Est. Cost $112.23 Unrealized +5.2%
IJH ISHARES S&P MIDCAP FUND 0.4%
Value ($000) $4,824 Shares 23,438 Est. Cost $185.37 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $4,804 Shares 32,939 Est. Cost $101.98 Unrealized +11.9%
T AT&T INC COM 0.4%
Value ($000) $4,721 Shares 120,803 Est. Cost $13.17 Unrealized +43.2%
META FACEBOOK INC CL A 0.4%
Value ($000) $4,689 Shares 22,846 Est. Cost $120.76 Unrealized +59.3%
MUB ISHARES NATIONAL MUNI BOND ETF 0.4%
Value ($000) $4,488 Shares 39,400 Est. Cost $110.90 Unrealized
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $4,423 Shares 31,731 Est. Cost $89.97 Unrealized +20.8%
KO COCA COLA CO COM 0.4%
Value ($000) $4,329 Shares 78,212 Est. Cost $41.60 Unrealized +7.0%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $4,311 Shares 72,214 Est. Cost $40.85 Unrealized +8.5%
INTC INTEL CORP COM 0.4%
Value ($000) $4,250 Shares 71,021 Est. Cost $40.66 Unrealized +21.2%
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $4,183 Shares 12,943 Est. Cost $257.23 Unrealized
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $3,857 Shares 21,796 Est. Cost $128.78 Unrealized +11.7%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $3,615 Shares 2,699 Est. Cost $56.67 Unrealized +13.0%
WMT WALMART INC COM 0.3%
Value ($000) $3,513 Shares 29,430 Est. Cost $31.76 Unrealized +14.5%
MDY SPDR S&P MIDCAP 400 ETF 0.3%
Value ($000) $3,335 Shares 8,885 Est. Cost $323.42 Unrealized
PGR PROGRESSIVE CORP OHIO COM 0.3%
Value ($000) $3,207 Shares 44,312 Est. Cost $64.62 Unrealized -8.2%
PG PROCTER & GAMBLE CO COM 0.3%
Value ($000) $3,178 Shares 25,446 Est. Cost $80.31 Unrealized +31.0%
UNILEVER PLC SPON ADR NEW 0.3%
Value ($000) $3,175 Shares 55,550 Est. Cost $60.09 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.3%
Value ($000) $3,171 Shares 56,688 Est. Cost $32.83 Unrealized +28.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value ($000) $3,051 Shares 68,614 Est. Cost $42.37 Unrealized
QCOM QUALCOMM INC COM 0.3%
Value ($000) $2,932 Shares 33,240 Est. Cost $61.78 Unrealized +17.9%
MTB M & T BK CORP COM 0.3%
Value ($000) $2,900 Shares 17,086 Est. Cost $127.93 Unrealized +3.8%
ABBV ABBVIE INC COM 0.3%
Value ($000) $2,875 Shares 32,475 Est. Cost $51.29 Unrealized +26.0%
UBSI UNITED BANKSHARES INC WEST VA COM 0.2%
Value ($000) $2,793 Shares 71,755 Est. Cost $33.05 Unrealized +16.7%
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $2,584 Shares 16,585 Est. Cost $121.92 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $2,580 Shares 8,778 Est. Cost $224.30 Unrealized +5.5%
V VISA INC COM CL A 0.2%
Value ($000) $2,496 Shares 13,287 Est. Cost $108.69 Unrealized +58.7%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $2,389 Shares 44,453 Est. Cost $53.74 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value ($000) $2,364 Shares 83,950 Est. Cost $27.09 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $2,273 Shares 32,577 Est. Cost $55.66 Unrealized -6.5%
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $2,226 Shares 41,387 Est. Cost $40.35 Unrealized +10.8%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $2,223 Shares 36,215 Est. Cost $38.95 Unrealized +9.9%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $2,096 Shares 10,608 Est. Cost $162.45 Unrealized +5.8%
PFE PFIZER INC COM 0.2%
Value ($000) $2,094 Shares 53,457 Est. Cost $26.29 Unrealized +1.6%
CNAF COMMERICAL NATL FINL CORP PA COM 0.2%
Value ($000) $2,072 Shares 101,603 Est. Cost $11.91 Unrealized +5.9%
ALRM ALARM COM HLDGS INC COM 0.2%
Value ($000) $2,054 Shares 47,816 Est. Cost $48.33 Unrealized -6.7%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $2,037 Shares 6 Est. Cost $282304.38 Unrealized +15.4%
WM WASTE MGMT INC DEL COM 0.2%
Value ($000) $1,981 Shares 17,387 Est. Cost $105.11 Unrealized -2.9%
DIS DISNEY WALT CO COM DISNEY 0.2%
Value ($000) $1,960 Shares 13,479 Est. Cost $106.91 Unrealized +26.9%
CE CELANESE CORP DEL COM 0.2%
Value ($000) $1,927 Shares 15,655 Est. Cost $99.99 Unrealized +9.8%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.2%
Value ($000) $1,895 Shares 20,224 Est. Cost $78.82 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.2%
Value ($000) $1,838 Shares 33,007 Est. Cost $47.13 Unrealized
CBFV CB FINL SVCS INC COM 0.2%
Value ($000) $1,817 Shares 60,306 Est. Cost $16.84 Unrealized +29.4%
IJR ISHARES S&P SMALL-CAP FUND 0.2%
Value ($000) $1,812 Shares 21,613 Est. Cost $71.99 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $1,798 Shares 8,541 Est. Cost $125.10 Unrealized +42.6%
PEP PEPSICO INC COM 0.2%
Value ($000) $1,771 Shares 12,871 Est. Cost $84.65 Unrealized +33.2%
CPB CAMPBELL SOUP CO COM 0.2%
Value ($000) $1,715 Shares 34,718 Est. Cost $36.15 Unrealized +7.3%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,707 Shares 5,773 Est. Cost $258.86 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.1%
Value ($000) $1,658 Shares 19,776 Est. Cost $83.84 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,610 Shares 18,674 Est. Cost $50.81 Unrealized +18.1%
VB VANGUARD SMALL-CAP INDEX FUND 0.1%
Value ($000) $1,529 Shares 9,232 Est. Cost $132.20 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $1,515 Shares 71,603 Est. Cost $14.08 Unrealized -0.2%
MA MASTERCARD INC CL A 0.1%
Value ($000) $1,475 Shares 4,942 Est. Cost $139.04 Unrealized +96.0%
ABT ABBOTT LABS COM 0.1%
Value ($000) $1,425 Shares 16,412 Est. Cost $51.91 Unrealized +45.1%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $1,404 Shares 7,873 Est. Cost $149.86 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $1,398 Shares 6,048 Est. Cost $16.82 Unrealized +124.8%
MRK MERCK & CO INC COM 0.1%
Value ($000) $1,373 Shares 15,004 Est. Cost $50.13 Unrealized +34.8%
HD HOME DEPOT INC COM 0.1%
Value ($000) $1,361 Shares 6,236 Est. Cost $143.91 Unrealized +35.5%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $1,330 Shares 23,623 Est. Cost $40.89 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,310 Shares 17,191 Est. Cost $56.04 Unrealized +12.1%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $1,309 Shares 3,807 Est. Cost $194.44 Unrealized +63.4%
ADBE ADOBE INC COM 0.1%
Value ($000) $1,230 Shares 3,731 Est. Cost $134.40 Unrealized +118.9%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $1,216 Shares 8,126 Est. Cost $117.73 Unrealized
RPM RPM INTL INC COM 0.1%
Value ($000) $1,208 Shares 15,738 Est. Cost $47.62 Unrealized +52.3%
RCI ROGERS COMMUNICATIONS INC CL B 0.1%
Value ($000) $1,188 Shares 23,750 Est. Cost $37.58 Unrealized +28.2%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,183 Shares 5,407 Est. Cost $179.76 Unrealized +12.6%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $1,160 Shares 4,740 Est. Cost $187.36 Unrealized
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.1%
Value ($000) $1,160 Shares 10,598 Est. Cost $108.92 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $1,065 Shares 10,080 Est. Cost $98.56 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $1,060 Shares 5,463 Est. Cost $161.51 Unrealized +2.5%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $1,042 Shares 13,044 Est. Cost $47.42 Unrealized +25.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,001 Shares 7,467 Est. Cost $94.28 Unrealized +6.0%
UNILEVER N V N Y SHS NEW 0.1%
Value ($000) $968 Shares 16,860 Est. Cost $60.02 Unrealized
NVDA NVIDIA CORP COM 0.1%
Value ($000) $955 Shares 4,062 Est. Cost $4.88 Unrealized +6.1%
ORCL ORACLE CORP COM 0.1%
Value ($000) $954 Shares 18,018 Est. Cost $46.59 Unrealized +8.3%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $953 Shares 10,844 Est. Cost $45.02 Unrealized +65.4%
NOW SERVICENOW INC COM 0.1%
Value ($000) $932 Shares 3,303 Est. Cost $44.10 Unrealized +19.5%
LOW LOWES COS INC COM 0.1%
Value ($000) $930 Shares 7,773 Est. Cost $81.87 Unrealized +25.0%
PPL PPL CORP COM 0.1%
Value ($000) $918 Shares 25,302 Est. Cost $23.05 Unrealized +12.4%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $918 Shares 5,545 Est. Cost $156.15 Unrealized
BAC BANK AMER CORP COM 0.1%
Value ($000) $902 Shares 25,622 Est. Cost $22.59 Unrealized +23.0%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $894 Shares 16,156 Est. Cost $39.58 Unrealized +15.9%
NFLX NETFLIX INC COM 0.1%
Value ($000) $893 Shares 2,762 Est. Cost $32.95 Unrealized -10.0%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $884 Shares 8,177 Est. Cost $79.89 Unrealized +30.1%
BA BOEING CO COM 0.1%
Value ($000) $877 Shares 2,694 Est. Cost $259.54 Unrealized +35.3%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $866 Shares 22,965 Est. Cost $37.97 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $860 Shares 13,410 Est. Cost $42.42 Unrealized +6.5%
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $857 Shares 9,215 Est. Cost $63.11 Unrealized
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 0.1%
Value ($000) $810 Shares 16,831 Est. Cost $38.20 Unrealized
STERLING BANCORP DEL COM 0.1%
Value ($000) $805 Shares 38,234 Est. Cost $16.89 Unrealized
AROW ARROW FINL CORP COM 0.1%
Value ($000) $804 Shares 21,286 Est. Cost $25.51 Unrealized +5.7%
SUN SUNOCO LP COM UT REP LP 0.1%
Value ($000) $789 Shares 25,804 Est. Cost $29.59 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $782 Shares 12,645 Est. Cost $58.26 Unrealized
KEY KEYCORP NEW COM 0.1%
Value ($000) $779 Shares 38,526 Est. Cost $11.97 Unrealized +16.8%
BKLN INVESCO SENIOR LOAN ETF 0.1%
Value ($000) $771 Shares 33,815 Est. Cost $21.77 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $770 Shares 4,264 Est. Cost $115.62 Unrealized +26.5%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $764 Shares 15,060 Est. Cost $29.37 Unrealized -1.9%
UNP UNION PACIFIC CORP COM 0.1%
Value ($000) $764 Shares 4,231 Est. Cost $109.77 Unrealized +36.1%
NUE NUCOR CORP COM 0.1%
Value ($000) $735 Shares 13,064 Est. Cost $45.79 Unrealized +5.3%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $720 Shares 4,382 Est. Cost $182.39 Unrealized -9.0%
ALERIAN MLP ETF 0.1%
Value ($000) $715 Shares 84,162 Est. Cost $9.55 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $709 Shares 4,024 Est. Cost $129.63 Unrealized -13.8%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $703 Shares 9,474 Est. Cost $56.41 Unrealized +2.4%
BKNG BOOKING HLDGS INC COM 0.1%
Value ($000) $698 Shares 340 Est. Cost $1903.18 Unrealized +1.5%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $696 Shares 18,539 Est. Cost $37.30 Unrealized
SONY SONY CORP SPONSORED ADR 0.1%
Value ($000) $680 Shares 10,000 Est. Cost $42.20 Unrealized
BERRY PETE CORP COM 0.1%
Value ($000) $670 Shares 70,241 Est. Cost $9.54 Unrealized
SIRIUS XM HLDGS INC COM 0.1%
Value ($000) $662 Shares 92,634 Est. Cost $6.74 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $654 Shares 2,013 Est. Cost $150.82 Unrealized +97.9%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $615 Shares 15,025 Est. Cost $28.21 Unrealized +31.5%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $603 Shares 4,594 Est. Cost $72.83 Unrealized +47.7%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $599 Shares 10,170 Est. Cost $58.90 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $586 Shares 9,606 Est. Cost $41.55 Unrealized +31.4%
YETI YETI HLDGS INC COM 0.1%
Value ($000) $580 Shares 16,695 Est. Cost $21.77 Unrealized +44.7%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $574 Shares 2,112 Est. Cost $177.93 Unrealized +27.3%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $571 Shares 3,579 Est. Cost $85.86 Unrealized +40.0%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $560 Shares 75,000 Est. Cost $7.31 Unrealized -33.7%
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.0%
Value ($000) $543 Shares 23,775 Est. Cost $22.64 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $532 Shares 4,152 Est. Cost $91.01 Unrealized +14.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $528 Shares 3,439 Est. Cost $124.55 Unrealized 0.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $519 Shares 16,892 Est. Cost $23.79 Unrealized
AON PLC SHS CL A 0.0%
Value ($000) $515 Shares 2,476 Est. Cost $121.08 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $513 Shares 6,001 Est. Cost $60.05 Unrealized +14.1%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $513 Shares 40,000 Est. Cost $12.82 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $507 Shares 4,398 Est. Cost $43.15 Unrealized +166.8%
WSBC WESBANCO INC COM 0.0%
Value ($000) $496 Shares 13,021 Est. Cost $42.17 Unrealized -11.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $492 Shares 2,873 Est. Cost $124.54 Unrealized +16.5%
DCP MIDSTREAM LP COM UT LTD PTN 0.0%
Value ($000) $489 Shares 20,000 Est. Cost $33.05 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $489 Shares 6,010 Est. Cost $84.59 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $475 Shares 12,857 Est. Cost $13.90 Unrealized +10.1%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $474 Shares 3,775 Est. Cost $49.57 Unrealized +120.0%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $469 Shares 11,051 Est. Cost $61.67 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $466 Shares 927 Est. Cost $426.67 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $460 Shares 1,941 Est. Cost $198.70 Unrealized +6.3%
SCHW THE CHARLES SCHWAB CORPORATION COM 0.0%
Value ($000) $459 Shares 9,667 Est. Cost $31.63 Unrealized +28.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $455 Shares 3,998 Est. Cost $72.64 Unrealized +27.4%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $439 Shares 1,497 Est. Cost $218.41 Unrealized +24.3%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $431 Shares 7,185 Est. Cost $56.65 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $427 Shares 7,164 Est. Cost $59.60 Unrealized
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $417 Shares 2,587 Est. Cost $145.73 Unrealized
BFH ALLIANCE DATA SYSTEMS CORP COM 0.0%
Value ($000) $413 Shares 3,681 Est. Cost $141.72 Unrealized -44.1%
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 0.0%
Value ($000) $408 Shares 8,444 Est. Cost $31.02 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $400 Shares 6,307 Est. Cost $23.48 Unrealized +25.1%
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $399 Shares 2,703 Est. Cost $112.31 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $397 Shares 1,944 Est. Cost $186.96 Unrealized -10.3%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $392 Shares 2,656 Est. Cost $114.61 Unrealized +7.3%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $387 Shares 1,599 Est. Cost $28.97 Unrealized +73.2%
VPU VANGUARD UTILITIES INDEX FUND 0.0%
Value ($000) $376 Shares 2,635 Est. Cost $129.64 Unrealized
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $374 Shares 17,200 Est. Cost $39.57 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $374 Shares 2,301 Est. Cost $150.15 Unrealized +3.2%
SM SM ENERGY CO COM 0.0%
Value ($000) $363 Shares 32,318 Est. Cost $69.27 Unrealized -88.2%
TTC TORO CO COM 0.0%
Value ($000) $363 Shares 4,547 Est. Cost $58.08 Unrealized +31.9%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $362 Shares 3,002 Est. Cost $65.62 Unrealized +29.3%
RAYTHEON CO COM NEW 0.0%
Value ($000) $360 Shares 1,639 Est. Cost $189.51 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $355 Shares 2,805 Est. Cost $126.56 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $353 Shares 4,344 Est. Cost $64.23 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.0%
Value ($000) $349 Shares 4,414 Est. Cost $72.09 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $349 Shares 5,377 Est. Cost $52.88 Unrealized -10.8%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $348 Shares 6,859 Est. Cost $52.80 Unrealized -16.9%
PFG PRINCIPAL FINL GROUP INC COM 0.0%
Value ($000) $348 Shares 6,332 Est. Cost $43.94 Unrealized -1.7%
MET METLIFE INC COM 0.0%
Value ($000) $348 Shares 6,831 Est. Cost $35.22 Unrealized +11.7%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $341 Shares 8,592 Est. Cost $28.14 Unrealized +17.1%
NKE NIKE INC CL B 0.0%
Value ($000) $338 Shares 3,332 Est. Cost $60.01 Unrealized +44.7%
CB CHUBB LIMITED COM 0.0%
Value ($000) $334 Shares 2,138 Est. Cost $123.82 Unrealized +11.8%
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.0%
Value ($000) $331 Shares 4,440 Est. Cost $74.55 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $320 Shares 1,015 Est. Cost $22.54 Unrealized +14.9%
GCI LIBERTY INC COM CLASS A 0.0%
Value ($000) $318 Shares 4,502 Est. Cost $56.11 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $318 Shares 2,723 Est. Cost $81.73 Unrealized +13.6%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $315 Shares 28,276 Est. Cost $11.73 Unrealized
DISCOVERY INC COM SER C 0.0%
Value ($000) $307 Shares 10,071 Est. Cost $26.93 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $302 Shares 2,715 Est. Cost $56.20 Unrealized +55.5%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $302 Shares 1,940 Est. Cost $133.13 Unrealized +9.6%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $300 Shares 2,412 Est. Cost $79.63 Unrealized +36.3%
ECL ECOLAB INC COM 0.0%
Value ($000) $297 Shares 1,540 Est. Cost $143.52 Unrealized +23.8%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $293 Shares 5,830 Est. Cost $39.93 Unrealized 0.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $290 Shares 6,114 Est. Cost $40.22 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $286 Shares 3,418 Est. Cost $49.99 Unrealized +46.8%
LINDE PLC SHS 0.0%
Value ($000) $280 Shares 1,319 Est. Cost $194.07 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $276 Shares 2,019 Est. Cost $109.23 Unrealized +9.2%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $275 Shares 4,669 Est. Cost $43.17 Unrealized +1.2%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $273 Shares 4,261 Est. Cost $61.44 Unrealized +8.9%
RCIAF ROGERS COMMUNICATIONS INC CL A CONV 0.0%
Value ($000) $273 Shares 5,400 Est. Cost $36.15 Unrealized +36.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $270 Shares 4,156 Est. Cost $56.32 Unrealized -9.0%
SVMK INC COM 0.0%
Value ($000) $268 Shares 15,000 Est. Cost $18.20 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $267 Shares 1,492 Est. Cost $136.12 Unrealized +11.0%
PATTERN ENERGY GROUP INC CL A 0.0%
Value ($000) $267 Shares 10,000 Est. Cost $22.00 Unrealized
PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $266 Shares 4,158 Est. Cost $63.97 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $265 Shares 971 Est. Cost $238.05 Unrealized +3.7%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $261 Shares 1,890 Est. Cost $109.72 Unrealized -0.9%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $259 Shares 1,540 Est. Cost $163.47 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $257 Shares 1,678 Est. Cost $89.78 Unrealized +37.0%
INGERSOLL-RAND PLC SHS 0.0%
Value ($000) $253 Shares 1,907 Est. Cost $108.62 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $248 Shares 4,174 Est. Cost $52.71 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $246 Shares 22,603 Est. Cost $9.13 Unrealized 0.0%
NFG NATIONAL FUEL GAS CO N J COM 0.0%
Value ($000) $245 Shares 5,224 Est. Cost $56.93 Unrealized -19.9%
SO SOUTHERN CO COM 0.0%
Value ($000) $243 Shares 3,827 Est. Cost $41.35 Unrealized +18.3%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $241 Shares 1,922 Est. Cost $113.42 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $241 Shares 2,245 Est. Cost $91.31 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.0%
Value ($000) $238 Shares 4,865 Est. Cost $46.15 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $236 Shares 15,520 Est. Cost $10.67 Unrealized +2.8%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $235 Shares 1,292 Est. Cost $141.56 Unrealized +15.5%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $233 Shares 2,822 Est. Cost $53.63 Unrealized +16.4%
TGT TARGET CORP COM 0.0%
Value ($000) $232 Shares 1,815 Est. Cost $99.83 Unrealized 0.0%
FLEETCOR TECHNOLOGIES INC COM 0.0%
Value ($000) $231 Shares 806 Est. Cost $286.60 Unrealized
ANSYS INC COM 0.0%
Value ($000) $228 Shares 886 Est. Cost $257.34 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $226 Shares 1,696 Est. Cost $94.66 Unrealized +18.9%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $226 Shares 2,954 Est. Cost $63.72 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $225 Shares 5,543 Est. Cost $30.72 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $224 Shares 4,500 Est. Cost $49.56 Unrealized
CERNER CORP COM 0.0%
Value ($000) $219 Shares 2,980 Est. Cost $58.51 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $219 Shares 932 Est. Cost $123.70 Unrealized +56.9%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $219 Shares 372 Est. Cost $187.24 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $219 Shares 939 Est. Cost $78.09 Unrealized 0.0%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $218 Shares 5,078 Est. Cost $54.63 Unrealized -19.8%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $216 Shares 2,406 Est. Cost $75.48 Unrealized +6.0%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $214 Shares 750 Est. Cost $269.33 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $213 Shares 548 Est. Cost $324.81 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $213 Shares 2,286 Est. Cost $16.07 Unrealized +7.3%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $212 Shares 2,245 Est. Cost $86.79 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $210 Shares 6,553 Est. Cost $22.63 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $209 Shares 910 Est. Cost $187.49 Unrealized 0.0%
FISV FISERV INC COM 0.0%
Value ($000) $209 Shares 1,815 Est. Cost $110.41 Unrealized 0.0%
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $209 Shares 24,900 Est. Cost $24.95 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $207 Shares 174 Est. Cost $1154.84 Unrealized 0.0%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $206 Shares 1,575 Est. Cost $113.51 Unrealized 0.0%
ROST ROSS STORES INC COM 0.0%
Value ($000) $202 Shares 1,741 Est. Cost $105.92 Unrealized 0.0%
FNCB BANCORP INC COM 0.0%
Value ($000) $188 Shares 22,297 Est. Cost $6.01 Unrealized
LIONS GATE ENTMNT CORP CL A VTG 0.0%
Value ($000) $168 Shares 15,800 Est. Cost $10.63 Unrealized
CLOUDERA INC COM 0.0%
Value ($000) $127 Shares 10,937 Est. Cost $17.20 Unrealized
CVE CENOVUS ENERGY INC COM 0.0%
Value ($000) $107 Shares 10,566 Est. Cost $8.04 Unrealized 0.0%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $76 Shares 10,000 Est. Cost $7.65 Unrealized 0.0%
USA TECHNOLOGIES INC COM 0.0%
Value ($000) $74 Shares 10,000 Est. Cost $7.40 Unrealized
AZURRX BIOPHARMA INC COM 0.0%
Value ($000) $72 Shares 69,835 Est. Cost $2.42 Unrealized
SUMMIT WIRELESS TECHNLGIES INC COM 0.0%
Value ($000) $53 Shares 88,028 Est. Cost $1.99 Unrealized
GENNQ GENESIS HEALTHCARE INC CL A COM 0.0%
Value ($000) $35 Shares 21,400 Est. Cost $1.48 Unrealized +1.2%
FLOOF FLOWER ONE HOLDINGS INC ORD SHS 0.0%
Value ($000) $32 Shares 41,400 Est. Cost $2.26 Unrealized -60.6%
HI CRUSH INC COM 0.0%
Value ($000) $26 Shares 30,000 Est. Cost $0.87 Unrealized
JERICHO OIL CORP COM 0.0%
Value ($000) $20 Shares 120,100 Est. Cost $0.44 Unrealized
LLDTF LLOYDS BANKING GROUP PLC SHS 0.0%
Value ($000) $20 Shares 25,000 Est. Cost $0.66 Unrealized -8.9%
TGB TASEKO MINES LTD COM 0.0%
Value ($000) $5 Shares 12,000 Est. Cost $1.95 Unrealized -78.3%
PTOI PLASTIC2OIL INC COM 0.0%
Value ($000) $2 Shares 47,742 Est. Cost $0.02 Unrealized +119.2%
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