Waldron Private Wealth LLC Diversified Active

CIK: 0001598180 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 5, 2020

Total Value ($000): $938,431 (100.0% shares, 0.0% debt)

Holdings (244)

IWF ISHARES RUSSELL 1000 GROWTH ETF 11.0%
Value ($000) $102,969 Shares 683,500 Est. Cost $101.33 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 8.0%
Value ($000) $74,838 Shares 754,568 Est. Cost $108.34 Unrealized
VTV VANGUARD VALUE INDEX FUND 5.1%
Value ($000) $47,970 Shares 538,633 Est. Cost $93.77 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 4.7%
Value ($000) $44,149 Shares 711,511 Est. Cost $62.13 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 4.2%
Value ($000) $39,361 Shares 556,341 Est. Cost $71.04 Unrealized
CBU COMMUNITY BK SYS INC COM 4.1%
Value ($000) $38,339 Shares 647,516 Est. Cost $53.53 Unrealized +1.1%
VUG VANGUARD GROWTH INDEX FUND 3.3%
Value ($000) $31,419 Shares 200,520 Est. Cost $154.46 Unrealized
IWV ISHARES RUSSELL 3000 ETF 2.7%
Value ($000) $25,322 Shares 170,719 Est. Cost $141.26 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 2.5%
Value ($000) $23,893 Shares 663,700 Est. Cost $42.82 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 2.3%
Value ($000) $21,251 Shares 141,394 Est. Cost $154.82 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 2.1%
Value ($000) $19,540 Shares 123,542 Est. Cost $169.56 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 1.8%
Value ($000) $17,207 Shares 193,780 Est. Cost $101.00 Unrealized
SPY SPDR S&P 500 ETF 1.6%
Value ($000) $14,890 Shares 57,769 Est. Cost $218.46 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.5%
Value ($000) $14,229 Shares 173,470 Est. Cost $106.66 Unrealized
SYK STRYKER CORP COM 1.5%
Value ($000) $13,628 Shares 81,855 Est. Cost $76.08 Unrealized +140.9%
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 1.4%
Value ($000) $13,502 Shares 282,118 Est. Cost $47.25 Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 1.4%
Value ($000) $12,959 Shares 1,417,836 Est. Cost $11.05 Unrealized -10.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.4%
Value ($000) $12,928 Shares 319,454 Est. Cost $42.32 Unrealized
AAPL APPLE INC COM 1.4%
Value ($000) $12,877 Shares 50,641 Est. Cost $39.87 Unrealized +78.2%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.3%
Value ($000) $12,581 Shares 377,359 Est. Cost $39.09 Unrealized
MSFT MICROSOFT CORP COM 1.2%
Value ($000) $11,405 Shares 72,317 Est. Cost $91.13 Unrealized +71.6%
ACWI ISHARES MSCI ACWI INDEX FUND 1.2%
Value ($000) $11,205 Shares 179,092 Est. Cost $62.80 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 1.1%
Value ($000) $10,473 Shares 306,879 Est. Cost $38.89 Unrealized
AMZN AMAZON COM INC COM 1.1%
Value ($000) $9,992 Shares 5,125 Est. Cost $69.26 Unrealized +39.8%
SCHB SCHWAB U.S. BROAD MARKET ETF 1.0%
Value ($000) $9,687 Shares 160,307 Est. Cost $71.02 Unrealized
VNQ VANGUARD REAL ESTATE ETF 1.0%
Value ($000) $9,379 Shares 134,280 Est. Cost $77.07 Unrealized
EFA ISHARES MSCI EAFE ETF 0.9%
Value ($000) $8,342 Shares 156,053 Est. Cost $102.99 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.9%
Value ($000) $8,079 Shares 6,948 Est. Cost $57.75 Unrealized +16.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $7,817 Shares 42,759 Est. Cost $198.06 Unrealized +7.3%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.8%
Value ($000) $7,694 Shares 88,418 Est. Cost $98.34 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.8%
Value ($000) $7,678 Shares 228,867 Est. Cost $36.19 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.7%
Value ($000) $6,701 Shares 43,325 Est. Cost $155.76 Unrealized
CSCO CISCO SYS INC COM 0.6%
Value ($000) $6,027 Shares 153,344 Est. Cost $40.63 Unrealized -9.8%
MSA MSA SAFETY INC COM 0.6%
Value ($000) $6,000 Shares 59,296 Est. Cost $100.71 Unrealized +25.0%
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.6%
Value ($000) $5,710 Shares 167,224 Est. Cost $41.75 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 0.6%
Value ($000) $5,472 Shares 127,532 Est. Cost $42.91 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.5%
Value ($000) $5,140 Shares 39,879 Est. Cost $134.03 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.5%
Value ($000) $5,112 Shares 102,472 Est. Cost $49.89 Unrealized
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $4,542 Shares 131,258 Est. Cost $34.82 Unrealized +3.5%
ZTS ZOETIS INC CL A 0.5%
Value ($000) $4,445 Shares 37,776 Est. Cost $112.23 Unrealized +11.7%
MUB ISHARES NATIONAL MUNI BOND ETF 0.5%
Value ($000) $4,307 Shares 38,117 Est. Cost $110.90 Unrealized
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $4,307 Shares 32,849 Est. Cost $101.98 Unrealized +17.8%
INTC INTEL CORP COM 0.4%
Value ($000) $4,201 Shares 77,625 Est. Cost $41.65 Unrealized +25.6%
AMGN AMGEN INC COM 0.4%
Value ($000) $4,177 Shares 20,605 Est. Cost $157.93 Unrealized +15.4%
META FACEBOOK INC CL A 0.4%
Value ($000) $3,911 Shares 23,451 Est. Cost $122.66 Unrealized +58.5%
STBA S & T BANCORP INC COM 0.4%
Value ($000) $3,751 Shares 137,313 Est. Cost $39.53 Unrealized -11.7%
WMT WALMART INC COM 0.4%
Value ($000) $3,348 Shares 29,332 Est. Cost $31.76 Unrealized +11.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $3,299 Shares 41,056 Est. Cost $80.35 Unrealized
PGR PROGRESSIVE CORP OHIO COM 0.4%
Value ($000) $3,288 Shares 44,532 Est. Cost $64.62 Unrealized +1.1%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $3,248 Shares 12,573 Est. Cost $257.23 Unrealized
KO COCA COLA CO COM 0.3%
Value ($000) $3,099 Shares 69,322 Est. Cost $41.60 Unrealized +8.2%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,089 Shares 56,724 Est. Cost $54.46 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $3,073 Shares 2,645 Est. Cost $56.67 Unrealized +18.7%
IJH ISHARES S&P MIDCAP FUND 0.3%
Value ($000) $2,979 Shares 20,714 Est. Cost $185.37 Unrealized
XTL SPDR S&P TELECOM ETF 0.3%
Value ($000) $2,930 Shares 49,518 Est. Cost $59.17 Unrealized
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $2,918 Shares 21,813 Est. Cost $128.78 Unrealized +6.0%
V VISA INC COM CL A 0.3%
Value ($000) $2,907 Shares 18,043 Est. Cost $127.67 Unrealized +41.5%
PG PROCTER & GAMBLE CO COM 0.3%
Value ($000) $2,884 Shares 26,219 Est. Cost $81.00 Unrealized +28.2%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $2,878 Shares 32,497 Est. Cost $88.56 Unrealized
UNILEVER PLC SPON ADR NEW 0.3%
Value ($000) $2,809 Shares 55,550 Est. Cost $60.09 Unrealized
QCOM QUALCOMM INC COM 0.3%
Value ($000) $2,808 Shares 41,508 Est. Cost $63.80 Unrealized +12.7%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $2,726 Shares 30,289 Est. Cost $89.97 Unrealized +15.2%
BX BLACKSTONE GROUP INC COM CL A 0.3%
Value ($000) $2,584 Shares 56,708 Est. Cost $32.83 Unrealized +37.9%
T AT&T INC COM 0.3%
Value ($000) $2,407 Shares 82,577 Est. Cost $13.17 Unrealized +37.9%
ABBV ABBVIE INC COM 0.3%
Value ($000) $2,372 Shares 31,139 Est. Cost $51.29 Unrealized +31.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,289 Shares 41,318 Est. Cost $55.40 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.2%
Value ($000) $2,253 Shares 8,573 Est. Cost $323.42 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.2%
Value ($000) $2,238 Shares 96,162 Est. Cost $32.63 Unrealized -3.8%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $2,176 Shares 8,728 Est. Cost $224.30 Unrealized +11.3%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.2%
Value ($000) $2,140 Shares 34,086 Est. Cost $71.85 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $2,058 Shares 11,026 Est. Cost $163.99 Unrealized +15.9%
MTB M & T BK CORP COM 0.2%
Value ($000) $1,930 Shares 18,669 Est. Cost $127.36 Unrealized -4.8%
MRK MERCK & CO. INC COM 0.2%
Value ($000) $1,887 Shares 24,408 Est. Cost $55.89 Unrealized +16.5%
ALRM ALARM COM HLDGS INC COM 0.2%
Value ($000) $1,860 Shares 47,816 Est. Cost $48.33 Unrealized -9.8%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,791 Shares 86,070 Est. Cost $21.39 Unrealized
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $1,768 Shares 15,380 Est. Cost $121.92 Unrealized
CNAF COMMERICAL NATL FINL CORP PA COM 0.2%
Value ($000) $1,726 Shares 101,603 Est. Cost $11.91 Unrealized +2.8%
PFE PFIZER INC COM 0.2%
Value ($000) $1,684 Shares 51,614 Est. Cost $26.29 Unrealized -1.8%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.2%
Value ($000) $1,659 Shares 7,833 Est. Cost $197.01 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $1,632 Shares 6 Est. Cost $282304.38 Unrealized +12.9%
WM WASTE MGMT INC DEL COM 0.2%
Value ($000) $1,612 Shares 17,418 Est. Cost $105.11 Unrealized -0.9%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,563 Shares 26,502 Est. Cost $59.84 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $1,559 Shares 12,987 Est. Cost $84.65 Unrealized +33.2%
VDE VANGUARD ENERGY INDEX FUND 0.2%
Value ($000) $1,517 Shares 39,704 Est. Cost $45.23 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,381 Shares 5,835 Est. Cost $258.63 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $1,344 Shares 8,235 Est. Cost $125.10 Unrealized +41.5%
ABT ABBOTT LABS COM 0.1%
Value ($000) $1,312 Shares 16,639 Est. Cost $52.23 Unrealized +44.2%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,290 Shares 5,422 Est. Cost $179.76 Unrealized +27.6%
CPB CAMPBELL SOUP CO COM 0.1%
Value ($000) $1,276 Shares 27,650 Est. Cost $36.15 Unrealized +9.7%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $1,236 Shares 23,013 Est. Cost $38.95 Unrealized +5.3%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $1,229 Shares 7,433 Est. Cost $162.45 Unrealized +5.8%
MA MASTERCARD INC CL A 0.1%
Value ($000) $1,202 Shares 4,976 Est. Cost $139.04 Unrealized +107.0%
NVDA NVIDIA CORP COM 0.1%
Value ($000) $1,181 Shares 4,482 Est. Cost $5.01 Unrealized +25.4%
NFLX NETFLIX INC COM 0.1%
Value ($000) $1,173 Shares 3,124 Est. Cost $33.23 Unrealized +6.5%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $1,167 Shares 6,739 Est. Cost $131.47 Unrealized +5.5%
CBFV CB FINL SVCS INC COM 0.1%
Value ($000) $1,164 Shares 60,306 Est. Cost $16.84 Unrealized +24.6%
CE CELANESE CORP DEL COM 0.1%
Value ($000) $1,147 Shares 15,631 Est. Cost $99.99 Unrealized -11.4%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $1,144 Shares 3,782 Est. Cost $194.44 Unrealized +62.3%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $1,133 Shares 29,862 Est. Cost $55.66 Unrealized -24.4%
ADBE ADOBE INC COM 0.1%
Value ($000) $1,105 Shares 3,474 Est. Cost $134.40 Unrealized +154.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $1,097 Shares 19,682 Est. Cost $44.38 Unrealized +9.5%
IJR ISHARES S&P SMALL-CAP FUND 0.1%
Value ($000) $1,091 Shares 19,459 Est. Cost $71.99 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $1,074 Shares 14,828 Est. Cost $86.08 Unrealized -11.7%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $1,020 Shares 10,568 Est. Cost $106.91 Unrealized +15.5%
RCI ROGERS COMMUNICATIONS INC CL B 0.1%
Value ($000) $994 Shares 23,750 Est. Cost $37.58 Unrealized +24.6%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $988 Shares 6,030 Est. Cost $16.82 Unrealized +107.5%
NOW SERVICENOW INC COM 0.1%
Value ($000) $961 Shares 3,354 Est. Cost $44.38 Unrealized +40.9%
RPM RPM INTL INC COM 0.1%
Value ($000) $936 Shares 15,738 Est. Cost $47.62 Unrealized +44.7%
FDX FEDEX CORP COM 0.1%
Value ($000) $935 Shares 7,704 Est. Cost $126.12 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $928 Shares 12,521 Est. Cost $50.81 Unrealized +19.5%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $920 Shares 6,507 Est. Cost $149.86 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $875 Shares 20,876 Est. Cost $47.13 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $874 Shares 18,101 Est. Cost $46.59 Unrealized +2.0%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.1%
Value ($000) $846 Shares 6,840 Est. Cost $123.68 Unrealized
UNILEVER N V N Y SHS NEW 0.1%
Value ($000) $823 Shares 16,882 Est. Cost $60.02 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $817 Shares 16,233 Est. Cost $39.58 Unrealized +18.0%
LOW LOWES COS INC COM 0.1%
Value ($000) $807 Shares 9,387 Est. Cost $84.69 Unrealized +16.0%
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $785 Shares 5,378 Est. Cost $161.51 Unrealized +1.3%
SUN SUNOCO LP COM UT REP LP 0.1%
Value ($000) $782 Shares 50,000 Est. Cost $22.84 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.1%
Value ($000) $760 Shares 4,577 Est. Cost $166.05 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $754 Shares 7,877 Est. Cost $79.89 Unrealized +37.9%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $698 Shares 10,625 Est. Cost $45.02 Unrealized +57.7%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $697 Shares 9,479 Est. Cost $98.56 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $686 Shares 22,259 Est. Cost $40.89 Unrealized -12.0%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $685 Shares 4,939 Est. Cost $76.69 Unrealized +67.1%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $682 Shares 14,326 Est. Cost $56.04 Unrealized +3.1%
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $641 Shares 9,215 Est. Cost $63.11 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $608 Shares 4,249 Est. Cost $115.62 Unrealized +27.6%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $604 Shares 5,450 Est. Cost $94.28 Unrealized +4.2%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $595 Shares 18,691 Est. Cost $37.30 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $594 Shares 2,093 Est. Cost $156.92 Unrealized +97.9%
AROW ARROW FINL CORP COM 0.1%
Value ($000) $593 Shares 21,286 Est. Cost $25.51 Unrealized -0.8%
SONY SONY CORP SPONSORED ADR 0.1%
Value ($000) $592 Shares 10,008 Est. Cost $42.20 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $581 Shares 4,261 Est. Cost $128.32 Unrealized -17.4%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $566 Shares 4,348 Est. Cost $182.39 Unrealized -7.6%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $566 Shares 9,547 Est. Cost $56.41 Unrealized -2.0%
UNP UNION PAC CORP COM 0.1%
Value ($000) $558 Shares 3,958 Est. Cost $109.77 Unrealized +32.1%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $555 Shares 2,416 Est. Cost $183.84 Unrealized +22.4%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.1%
Value ($000) $537 Shares 3,899 Est. Cost $143.04 Unrealized
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.1%
Value ($000) $530 Shares 16,788 Est. Cost $38.20 Unrealized
AME AMETEK INC COM 0.1%
Value ($000) $529 Shares 7,351 Est. Cost $86.70 Unrealized 0.0%
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $523 Shares 24,669 Est. Cost $22.59 Unrealized +14.7%
RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $500 Shares 5,308 Est. Cost $123.63 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND 0.1%
Value ($000) $488 Shares 3,361 Est. Cost $145.19 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $483 Shares 12,503 Est. Cost $29.37 Unrealized -6.2%
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $469 Shares 94,939 Est. Cost $6.70 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $465 Shares 3,232 Est. Cost $155.69 Unrealized +8.8%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $463 Shares 9,696 Est. Cost $41.55 Unrealized +28.4%
OKTA OKTA INC CL A 0.0%
Value ($000) $434 Shares 3,557 Est. Cost $43.15 Unrealized +190.8%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $433 Shares 1,522 Est. Cost $219.39 Unrealized +26.6%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $429 Shares 9,545 Est. Cost $44.94 Unrealized
BKNG BOOKING HLDGS INC COM 0.0%
Value ($000) $426 Shares 317 Est. Cost $1903.18 Unrealized -9.3%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $418 Shares 7,611 Est. Cost $57.15 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $417 Shares 14,533 Est. Cost $40.35 Unrealized -9.2%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $413 Shares 11,854 Est. Cost $40.85 Unrealized -8.9%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $413 Shares 3,734 Est. Cost $49.57 Unrealized +135.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $411 Shares 2,493 Est. Cost $195.70 Unrealized 0.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $410 Shares 1,941 Est. Cost $198.70 Unrealized +16.4%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $403 Shares 4,038 Est. Cost $91.01 Unrealized +11.7%
KEY KEYCORP COM 0.0%
Value ($000) $400 Shares 38,649 Est. Cost $11.97 Unrealized +4.0%
STERLING BANCORP DEL COM 0.0%
Value ($000) $399 Shares 38,234 Est. Cost $16.89 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $393 Shares 894 Est. Cost $426.67 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $392 Shares 75,000 Est. Cost $7.31 Unrealized +16.0%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $391 Shares 1,627 Est. Cost $29.41 Unrealized +84.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $390 Shares 2,836 Est. Cost $124.54 Unrealized +14.0%
BA BOEING CO COM 0.0%
Value ($000) $389 Shares 2,611 Est. Cost $259.54 Unrealized +5.1%
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $385 Shares 3,259 Est. Cost $113.30 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $382 Shares 7,343 Est. Cost $58.98 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $368 Shares 26,484 Est. Cost $14.08 Unrealized -5.1%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $363 Shares 2,408 Est. Cost $134.91 Unrealized +5.5%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $362 Shares 8,600 Est. Cost $47.42 Unrealized +14.3%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $352 Shares 3,889 Est. Cost $72.64 Unrealized +24.1%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $352 Shares 3,084 Est. Cost $156.15 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $351 Shares 11,239 Est. Cost $13.90 Unrealized +9.1%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $351 Shares 6,256 Est. Cost $23.48 Unrealized +36.9%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $338 Shares 1,908 Est. Cost $186.96 Unrealized -5.1%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $333 Shares 13,734 Est. Cost $36.75 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $331 Shares 4,437 Est. Cost $56.23 Unrealized -2.3%
YETI YETI HLDGS INC COM 0.0%
Value ($000) $325 Shares 16,695 Est. Cost $21.77 Unrealized +36.2%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $324 Shares 2,812 Est. Cost $115.22 Unrealized
VPU VANGUARD UTILITIES INDEX FUND 0.0%
Value ($000) $321 Shares 2,635 Est. Cost $129.64 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $319 Shares 3,342 Est. Cost $85.86 Unrealized +26.2%
WSBC WESBANCO INC COM 0.0%
Value ($000) $312 Shares 13,021 Est. Cost $42.17 Unrealized -26.0%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $309 Shares 7,164 Est. Cost $59.60 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $308 Shares 2,661 Est. Cost $114.61 Unrealized -1.1%
TTC TORO CO COM 0.0%
Value ($000) $301 Shares 4,611 Est. Cost $58.32 Unrealized +30.2%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $286 Shares 5,655 Est. Cost $50.57 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $278 Shares 3,418 Est. Cost $49.99 Unrealized +53.5%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $276 Shares 60,000 Est. Cost $10.08 Unrealized
USA TECHNOLOGIES INC COM 0.0%
Value ($000) $276 Shares 60,000 Est. Cost $5.07 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $275 Shares 3,812 Est. Cost $56.10 Unrealized +12.5%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $270 Shares 17,200 Est. Cost $39.57 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $270 Shares 3,257 Est. Cost $60.01 Unrealized +43.1%
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $268 Shares 8,488 Est. Cost $31.02 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $268 Shares 3,002 Est. Cost $65.62 Unrealized +41.1%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $268 Shares 7,980 Est. Cost $31.63 Unrealized +22.3%
SYY SYSCO CORP COM 0.0%
Value ($000) $260 Shares 5,715 Est. Cost $60.05 Unrealized -2.0%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $258 Shares 2,413 Est. Cost $79.63 Unrealized +44.2%
EQT EQT CORPORATION COM 0.0%
Value ($000) $256 Shares 36,233 Est. Cost $8.17 Unrealized -19.4%
GCI LIBERTY INC COM CLASS A 0.0%
Value ($000) $255 Shares 4,489 Est. Cost $56.11 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $253 Shares 1,970 Est. Cost $109.81 Unrealized +2.1%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $247 Shares 4,164 Est. Cost $52.71 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $246 Shares 1,006 Est. Cost $238.85 Unrealized +9.3%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $243 Shares 1,756 Est. Cost $91.62 Unrealized +43.3%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $242 Shares 1,255 Est. Cost $25.88 Unrealized 0.0%
RCIAF ROGERS COMMUNICATIONS INC CL A CONV 0.0%
Value ($000) $237 Shares 5,400 Est. Cost $36.15 Unrealized +32.7%
ECL ECOLAB INC COM 0.0%
Value ($000) $236 Shares 1,514 Est. Cost $143.52 Unrealized +22.9%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $235 Shares 8,623 Est. Cost $28.14 Unrealized +2.6%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $235 Shares 2,521 Est. Cost $81.73 Unrealized +0.2%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $233 Shares 6,936 Est. Cost $39.20 Unrealized -9.8%
AVGO BROADCOM INC COM 0.0%
Value ($000) $223 Shares 942 Est. Cost $22.54 Unrealized +7.7%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $223 Shares 10,000 Est. Cost $22.30 Unrealized
NBIS YANDEX N V SHS CLASS A 0.0%
Value ($000) $220 Shares 6,475 Est. Cost $33.98 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $218 Shares 6,415 Est. Cost $18.15 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $211 Shares 7,413 Est. Cost $48.02 Unrealized 0.0%
LINDE PLC SHS 0.0%
Value ($000) $210 Shares 1,216 Est. Cost $194.07 Unrealized
ANSYS INC COM 0.0%
Value ($000) $205 Shares 886 Est. Cost $257.34 Unrealized
SVMK INC COM 0.0%
Value ($000) $202 Shares 15,000 Est. Cost $18.20 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $200 Shares 2,377 Est. Cost $16.08 Unrealized +1.7%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $191 Shares 23,999 Est. Cost $11.73 Unrealized
BERRY CORP COM 0.0%
Value ($000) $182 Shares 72,091 Est. Cost $9.36 Unrealized
DISCOVERY INC COM SER C 0.0%
Value ($000) $176 Shares 10,071 Est. Cost $26.93 Unrealized
ALERIAN MLP ETF 0.0%
Value ($000) $166 Shares 48,314 Est. Cost $9.55 Unrealized
DCP MIDSTREAM LP COM UT LTD PTN 0.0%
Value ($000) $162 Shares 40,000 Est. Cost $18.55 Unrealized
FNCB BANCORP INC COM 0.0%
Value ($000) $154 Shares 22,297 Est. Cost $6.01 Unrealized
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $150 Shares 24,625 Est. Cost $24.95 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $128 Shares 15,330 Est. Cost $10.67 Unrealized -12.8%
LIONS GATE ENTMNT CORP CL A VTG 0.0%
Value ($000) $96 Shares 15,800 Est. Cost $10.63 Unrealized
CLOUDERA INC COM 0.0%
Value ($000) $86 Shares 10,937 Est. Cost $17.20 Unrealized
NEXTIER OILFIELD SOLUTIONS COM 0.0%
Value ($000) $50 Shares 43,200 Est. Cost $1.16 Unrealized
FLOOF FLOWER ONE HLDGS INC ORD SHS 0.0%
Value ($000) $46 Shares 160,400 Est. Cost $0.95 Unrealized -48.0%
AZURRX BIOPHARMA INC COM 0.0%
Value ($000) $40 Shares 69,835 Est. Cost $2.42 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $39 Shares 32,318 Est. Cost $69.27 Unrealized -90.7%
SUMMIT WIRELESS TECH INC COM NEW 0.0%
Value ($000) $30 Shares 88,028 Est. Cost $0.34 Unrealized
LLDTF LLOYDS BANKING GROUP PLC SHS 0.0%
Value ($000) $25 Shares 65,000 Est. Cost $0.57 Unrealized -9.7%
JERICHO OIL CORP COM 0.0%
Value ($000) $17 Shares 185,100 Est. Cost $0.32 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $9 Shares 10,813 Est. Cost $0.83 Unrealized
GENNQ GENESIS HEALTHCARE INC CL A COM 0.0%
Value ($000) $9 Shares 10,700 Est. Cost $1.48 Unrealized -3.7%
HI CRUSH INC COM 0.0%
Value ($000) $7 Shares 30,000 Est. Cost $0.87 Unrealized
TGB TASEKO MINES LTD COM 0.0%
Value ($000) $3 Shares 12,000 Est. Cost $1.95 Unrealized -78.8%
PTOI PLASTIC2OIL INC COM 0.0%
Value ($000) $1 Shares 47,742 Est. Cost $0.02 Unrealized +133.4%
RLLCF ROLLS-ROYCE HOLDINGS PLC NON CUM PFD C 0.0%
Value ($000) $0 Shares 139,840 Est. Cost Unrealized
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