Waldron Private Wealth LLC Diversified Active

CIK: 0001598180 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 11, 2020

Total Value ($000): $1,131,686 (100.0% shares, 0.0% debt)

Holdings (263)

IWF ISHARES RUSSELL 1000 GROWTH ETF 11.5%
Value ($000) $129,778 Shares 676,107 Est. Cost $101.33 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 7.2%
Value ($000) $81,805 Shares 726,384 Est. Cost $108.34 Unrealized
VTV VANGUARD VALUE INDEX FUND 6.4%
Value ($000) $72,190 Shares 724,881 Est. Cost $95.26 Unrealized
VUG VANGUARD GROWTH INDEX FUND 4.9%
Value ($000) $55,892 Shares 276,570 Est. Cost $167.56 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 4.4%
Value ($000) $49,270 Shares 745,840 Est. Cost $62.31 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 4.1%
Value ($000) $45,868 Shares 582,235 Est. Cost $71.39 Unrealized
CBU COMMUNITY BK SYS INC COM 3.3%
Value ($000) $37,290 Shares 649,326 Est. Cost $53.53 Unrealized -7.6%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 2.6%
Value ($000) $29,744 Shares 149,021 Est. Cost $157.12 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 2.5%
Value ($000) $28,146 Shares 136,058 Est. Cost $172.99 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 2.2%
Value ($000) $24,845 Shares 232,375 Est. Cost $101.98 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 2.2%
Value ($000) $24,632 Shares 631,128 Est. Cost $42.82 Unrealized
IWV ISHARES RUSSELL 3000 ETF 2.0%
Value ($000) $22,873 Shares 127,031 Est. Cost $141.26 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.8%
Value ($000) $20,155 Shares 206,806 Est. Cost $105.18 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.7%
Value ($000) $18,960 Shares 488,810 Est. Cost $39.02 Unrealized
AAPL APPLE INC COM 1.6%
Value ($000) $18,197 Shares 49,882 Est. Cost $39.87 Unrealized +88.3%
SPY SPDR S&P 500 ETF 1.5%
Value ($000) $17,403 Shares 56,188 Est. Cost $218.46 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.5%
Value ($000) $16,950 Shares 356,097 Est. Cost $42.86 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 1.5%
Value ($000) $16,928 Shares 279,811 Est. Cost $47.25 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.4%
Value ($000) $16,069 Shares 405,704 Est. Cost $37.68 Unrealized
VNQ VANGUARD REAL ESTATE ETF 1.4%
Value ($000) $15,302 Shares 194,856 Est. Cost $77.52 Unrealized
MSFT MICROSOFT CORP COM 1.3%
Value ($000) $14,833 Shares 72,889 Est. Cost $91.13 Unrealized +89.9%
SYK STRYKER CORPORATION COM 1.3%
Value ($000) $14,804 Shares 81,900 Est. Cost $76.08 Unrealized +128.3%
AMZN AMAZON COM INC COM 1.3%
Value ($000) $14,390 Shares 5,216 Est. Cost $70.16 Unrealized +72.2%
ACWI ISHARES MSCI ACWI INDEX FUND 1.2%
Value ($000) $13,614 Shares 184,683 Est. Cost $63.13 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 1.1%
Value ($000) $12,750 Shares 273,268 Est. Cost $44.91 Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 0.9%
Value ($000) $10,704 Shares 1,292,836 Est. Cost $11.05 Unrealized -38.1%
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.9%
Value ($000) $9,696 Shares 253,226 Est. Cost $40.57 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.8%
Value ($000) $9,303 Shares 94,110 Est. Cost $98.37 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $8,808 Shares 44,642 Est. Cost $156.98 Unrealized
EFA ISHARES MSCI EAFE ETF 0.7%
Value ($000) $8,332 Shares 136,882 Est. Cost $102.99 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $7,695 Shares 192,438 Est. Cost $38.89 Unrealized
MSA MSA SAFETY INC COM 0.6%
Value ($000) $6,785 Shares 59,296 Est. Cost $100.71 Unrealized +10.4%
IEFA ISHARES CORE MSCI EAFE ETF 0.6%
Value ($000) $6,497 Shares 113,668 Est. Cost $50.60 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $6,232 Shares 4,409 Est. Cost $57.75 Unrealized +16.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $5,881 Shares 32,948 Est. Cost $198.06 Unrealized -7.8%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.5%
Value ($000) $5,510 Shares 75,000 Est. Cost $71.02 Unrealized
META FACEBOOK INC CL A 0.5%
Value ($000) $5,432 Shares 23,925 Est. Cost $124.34 Unrealized +66.8%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $5,264 Shares 112,866 Est. Cost $40.63 Unrealized -8.9%
ZTS ZOETIS INC CL A 0.5%
Value ($000) $5,180 Shares 37,800 Est. Cost $112.23 Unrealized +10.9%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $4,622 Shares 32,868 Est. Cost $101.98 Unrealized +21.8%
MUB ISHARES NATIONAL MUNI BOND ETF 0.4%
Value ($000) $4,306 Shares 37,322 Est. Cost $110.90 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $4,289 Shares 41,056 Est. Cost $80.35 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $3,825 Shares 2,698 Est. Cost $56.87 Unrealized +17.7%
AMGN AMGEN INC COM 0.3%
Value ($000) $3,621 Shares 15,353 Est. Cost $157.93 Unrealized +21.4%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $3,576 Shares 11,547 Est. Cost $257.23 Unrealized
PGR PROGRESSIVE CORP OHIO COM 0.3%
Value ($000) $3,510 Shares 43,827 Est. Cost $64.62 Unrealized +2.7%
INTC INTEL CORP COM 0.3%
Value ($000) $3,477 Shares 58,127 Est. Cost $41.65 Unrealized +27.7%
XTL SPDR S&P TELECOM ETF 0.3%
Value ($000) $3,453 Shares 49,518 Est. Cost $59.17 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,326 Shares 56,724 Est. Cost $54.46 Unrealized
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $3,308 Shares 84,388 Est. Cost $34.82 Unrealized -5.9%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,251 Shares 32,497 Est. Cost $88.56 Unrealized
STBA S & T BANCORP INC COM 0.3%
Value ($000) $3,219 Shares 137,313 Est. Cost $39.53 Unrealized -38.8%
BX BLACKSTONE GROUP INC COM CL A 0.3%
Value ($000) $3,213 Shares 56,714 Est. Cost $32.83 Unrealized +32.4%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $3,198 Shares 35,069 Est. Cost $63.80 Unrealized +11.2%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $3,166 Shares 21,902 Est. Cost $128.78 Unrealized -8.5%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $3,165 Shares 26,477 Est. Cost $81.00 Unrealized +25.3%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $2,933 Shares 31,190 Est. Cost $89.73 Unrealized -8.9%
V VISA INC COM CL A 0.3%
Value ($000) $2,911 Shares 15,070 Est. Cost $127.67 Unrealized +37.5%
IJH ISHARES S&P MIDCAP FUND 0.2%
Value ($000) $2,687 Shares 15,111 Est. Cost $185.37 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.2%
Value ($000) $2,621 Shares 8,052 Est. Cost $323.42 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.2%
Value ($000) $2,598 Shares 93,296 Est. Cost $32.63 Unrealized -17.7%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $2,555 Shares 8,663 Est. Cost $224.30 Unrealized +16.4%
WMT WALMART INC COM 0.2%
Value ($000) $2,493 Shares 20,819 Est. Cost $31.76 Unrealized +19.9%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.2%
Value ($000) $2,453 Shares 15,676 Est. Cost $134.03 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.2%
Value ($000) $2,428 Shares 32,470 Est. Cost $71.85 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $2,391 Shares 24,358 Est. Cost $51.29 Unrealized +37.5%
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $2,313 Shares 15,380 Est. Cost $121.92 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,293 Shares 40,643 Est. Cost $55.40 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.2%
Value ($000) $2,278 Shares 45,302 Est. Cost $45.85 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $2,207 Shares 48,788 Est. Cost $41.60 Unrealized -6.9%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,197 Shares 94,963 Est. Cost $21.56 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.2%
Value ($000) $2,183 Shares 7,833 Est. Cost $197.01 Unrealized
T AT&T INC COM 0.2%
Value ($000) $2,174 Shares 71,937 Est. Cost $13.17 Unrealized +17.6%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,037 Shares 29,656 Est. Cost $60.78 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $1,970 Shares 7,865 Est. Cost $163.99 Unrealized +21.8%
MTB M & T BK CORP COM 0.2%
Value ($000) $1,940 Shares 18,667 Est. Cost $127.36 Unrealized -31.1%
MRK MERCK & CO. INC COM 0.2%
Value ($000) $1,929 Shares 24,757 Est. Cost $55.99 Unrealized +12.3%
PEP PEPSICO INC COM 0.2%
Value ($000) $1,775 Shares 13,423 Est. Cost $85.49 Unrealized +29.6%
CNAF COMMERCIAL NATL FINL CORP PA COM 0.2%
Value ($000) $1,753 Shares 101,603 Est. Cost $11.91 Unrealized -6.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $1,722 Shares 8,021 Est. Cost $125.10 Unrealized +39.6%
PFE PFIZER INC COM 0.1%
Value ($000) $1,696 Shares 51,888 Est. Cost $26.29 Unrealized -1.2%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,664 Shares 5,844 Est. Cost $258.63 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $1,583 Shares 4,167 Est. Cost $5.01 Unrealized +60.9%
ADBE ADOBE INC COM 0.1%
Value ($000) $1,575 Shares 3,619 Est. Cost $143.86 Unrealized +157.6%
ABT ABBOTT LABS COM 0.1%
Value ($000) $1,559 Shares 17,059 Est. Cost $52.96 Unrealized +54.7%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $1,543 Shares 31,387 Est. Cost $47.81 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $1,542 Shares 5,216 Est. Cost $145.22 Unrealized +88.2%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,506 Shares 5,189 Est. Cost $179.76 Unrealized +50.8%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $1,493 Shares 6,809 Est. Cost $131.85 Unrealized +28.0%
NFLX NETFLIX INC COM 0.1%
Value ($000) $1,473 Shares 3,239 Est. Cost $33.56 Unrealized +26.8%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $1,416 Shares 7,677 Est. Cost $162.41 Unrealized -0.9%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $1,409 Shares 31,520 Est. Cost $54.56 Unrealized -36.2%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $1,405 Shares 8,068 Est. Cost $81.26 Unrealized +69.7%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $1,385 Shares 6,032 Est. Cost $16.82 Unrealized +109.5%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $1,383 Shares 12,409 Est. Cost $107.05 Unrealized +0.8%
CPB CAMPBELL SOUP CO COM 0.1%
Value ($000) $1,382 Shares 27,853 Est. Cost $36.15 Unrealized +14.1%
NOW SERVICENOW INC COM 0.1%
Value ($000) $1,366 Shares 3,373 Est. Cost $44.38 Unrealized +59.1%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $1,336 Shares 5 Est. Cost $282304.38 Unrealized -2.9%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $1,327 Shares 14,876 Est. Cost $86.08 Unrealized -18.9%
CBFV CB FINL SVCS INC COM 0.1%
Value ($000) $1,315 Shares 60,306 Est. Cost $16.84 Unrealized +3.8%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $1,279 Shares 12,081 Est. Cost $105.11 Unrealized -12.3%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $1,265 Shares 22,959 Est. Cost $38.95 Unrealized +4.6%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,187 Shares 8,792 Est. Cost $84.69 Unrealized +22.0%
RPM RPM INTL INC COM 0.1%
Value ($000) $1,183 Shares 15,764 Est. Cost $47.62 Unrealized +46.0%
SUN SUNOCO LP COM UT REP LP 0.1%
Value ($000) $1,141 Shares 50,000 Est. Cost $22.84 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $1,125 Shares 6,556 Est. Cost $149.86 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.1%
Value ($000) $1,106 Shares 101,740 Est. Cost $7.44 Unrealized +5.0%
IJR ISHARES S&P SMALL-CAP FUND 0.1%
Value ($000) $1,094 Shares 16,027 Est. Cost $71.99 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $1,084 Shares 19,626 Est. Cost $46.77 Unrealized +4.7%
AME AMETEK INC COM 0.1%
Value ($000) $1,044 Shares 11,691 Est. Cost $84.51 Unrealized -4.4%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $990 Shares 26,388 Est. Cost $38.83 Unrealized -28.6%
RCI ROGERS COMMUNICATIONS INC CL B 0.1%
Value ($000) $963 Shares 23,750 Est. Cost $37.58 Unrealized +10.8%
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $954 Shares 5,435 Est. Cost $161.40 Unrealized -6.5%
VHT VANGUARD HEALTH CARE INDEX FUND 0.1%
Value ($000) $897 Shares 4,659 Est. Cost $166.51 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $895 Shares 15,234 Est. Cost $44.38 Unrealized +8.0%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $853 Shares 15,550 Est. Cost $60.09 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $839 Shares 5,111 Est. Cost $78.96 Unrealized +82.3%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $839 Shares 16,330 Est. Cost $39.58 Unrealized +12.6%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $833 Shares 11,700 Est. Cost $50.81 Unrealized +7.8%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $825 Shares 11,224 Est. Cost $46.16 Unrealized +43.7%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $818 Shares 4,366 Est. Cost $182.39 Unrealized -11.4%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $802 Shares 4,561 Est. Cost $117.49 Unrealized +21.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $799 Shares 2,206 Est. Cost $165.81 Unrealized +99.2%
USA TECHNOLOGIES INC COM 0.1%
Value ($000) $778 Shares 111,074 Est. Cost $5.96 Unrealized
ALRM ALARM COM HLDGS INC COM 0.1%
Value ($000) $765 Shares 11,816 Est. Cost $48.33 Unrealized +4.1%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $765 Shares 9,479 Est. Cost $98.56 Unrealized
RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $737 Shares 11,961 Est. Cost $89.14 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $733 Shares 3,999 Est. Cost $222.81 Unrealized -31.0%
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $726 Shares 9,215 Est. Cost $63.11 Unrealized
OKTA OKTA INC CL A 0.1%
Value ($000) $708 Shares 3,540 Est. Cost $43.15 Unrealized +293.4%
MMM 3M CO COM 0.1%
Value ($000) $707 Shares 4,535 Est. Cost $126.75 Unrealized -19.2%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $696 Shares 11,221 Est. Cost $56.04 Unrealized -10.3%
SONY SONY CORP SPONSORED ADR 0.1%
Value ($000) $693 Shares 10,028 Est. Cost $42.20 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $690 Shares 5,718 Est. Cost $94.15 Unrealized -2.9%
CE CELANESE CORP DEL COM 0.1%
Value ($000) $682 Shares 7,907 Est. Cost $99.99 Unrealized -24.7%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $676 Shares 10,410 Est. Cost $56.10 Unrealized -6.2%
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND 0.1%
Value ($000) $672 Shares 3,361 Est. Cost $145.19 Unrealized
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $650 Shares 27,404 Est. Cost $22.39 Unrealized -8.1%
UNP UNION PAC CORP COM 0.1%
Value ($000) $643 Shares 3,805 Est. Cost $109.77 Unrealized +28.9%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $642 Shares 18,539 Est. Cost $37.30 Unrealized
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $638 Shares 3,409 Est. Cost $156.25 Unrealized +6.5%
AROW ARROW FINL CORP COM 0.1%
Value ($000) $632 Shares 21,286 Est. Cost $25.51 Unrealized -16.4%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $608 Shares 2,006 Est. Cost $233.81 Unrealized +19.4%
SVMK INC COM 0.1%
Value ($000) $588 Shares 25,000 Est. Cost $20.33 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $586 Shares 2,453 Est. Cost $184.39 Unrealized +19.5%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.1%
Value ($000) $583 Shares 3,899 Est. Cost $143.04 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $581 Shares 1,893 Est. Cost $194.44 Unrealized +53.5%
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.1%
Value ($000) $578 Shares 16,789 Est. Cost $38.20 Unrealized
AMLP ALERIAN MLP ETF 0.1%
Value ($000) $576 Shares 23,360 Est. Cost $24.66 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $558 Shares 95,199 Est. Cost $6.70 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $548 Shares 1,996 Est. Cost $199.91 Unrealized +21.3%
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $532 Shares 3,727 Est. Cost $117.00 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $522 Shares 13,035 Est. Cost $29.19 Unrealized -14.5%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $520 Shares 4,680 Est. Cost $80.82 Unrealized -1.3%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $514 Shares 323 Est. Cost $1895.65 Unrealized -21.0%
BLACKROCK INC COM 0.0%
Value ($000) $509 Shares 936 Est. Cost $431.92 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $507 Shares 10,032 Est. Cost $41.72 Unrealized +11.8%
TSLA TESLA INC COM 0.0%
Value ($000) $469 Shares 435 Est. Cost $54.10 Unrealized 0.0%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $462 Shares 3,734 Est. Cost $49.57 Unrealized +137.1%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $460 Shares 2,419 Est. Cost $134.91 Unrealized +23.9%
STERLING BANCORP DEL COM 0.0%
Value ($000) $455 Shares 38,866 Est. Cost $16.81 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $448 Shares 36,782 Est. Cost $11.97 Unrealized -26.3%
ECL ECOLAB INC COM 0.0%
Value ($000) $441 Shares 2,214 Est. Cost $155.73 Unrealized +17.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $439 Shares 2,933 Est. Cost $124.62 Unrealized +1.9%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $435 Shares 3,040 Est. Cost $156.15 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $433 Shares 9,658 Est. Cost $44.83 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $432 Shares 1,801 Est. Cost $31.59 Unrealized +64.5%
EQT EQT CORP COM 0.0%
Value ($000) $431 Shares 36,241 Est. Cost $8.17 Unrealized +50.6%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $427 Shares 6,173 Est. Cost $23.48 Unrealized +39.0%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $427 Shares 7,536 Est. Cost $56.66 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $426 Shares 13,359 Est. Cost $23.07 Unrealized 0.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $417 Shares 2,170 Est. Cost $195.70 Unrealized -8.8%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $410 Shares 3,232 Est. Cost $91.01 Unrealized +9.3%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $409 Shares 8,346 Est. Cost $49.01 Unrealized
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $407 Shares 7,654 Est. Cost $60.02 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $395 Shares 9,243 Est. Cost $13.90 Unrealized +19.4%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $392 Shares 13,555 Est. Cost $28.92 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $383 Shares 7,164 Est. Cost $59.60 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $382 Shares 4,966 Est. Cost $56.79 Unrealized +8.2%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $382 Shares 9,579 Est. Cost $31.91 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $382 Shares 4,149 Est. Cost $73.22 Unrealized +11.7%
NKE NIKE INC CL B 0.0%
Value ($000) $377 Shares 3,846 Est. Cost $63.91 Unrealized +33.7%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $377 Shares 2,949 Est. Cost $65.62 Unrealized +47.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $370 Shares 9,951 Est. Cost $40.85 Unrealized -31.8%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $369 Shares 17,200 Est. Cost $39.57 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $365 Shares 1,950 Est. Cost $186.68 Unrealized -7.0%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $362 Shares 2,867 Est. Cost $114.00 Unrealized -6.9%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $358 Shares 1,087 Est. Cost $242.44 Unrealized +18.4%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $354 Shares 3,368 Est. Cost $85.86 Unrealized +0.1%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $353 Shares 6,657 Est. Cost $18.12 Unrealized -3.7%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $344 Shares 1,948 Est. Cost $96.39 Unrealized +45.3%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $323 Shares 4,256 Est. Cost $53.21 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $323 Shares 5,655 Est. Cost $50.57 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $318 Shares 5,819 Est. Cost $59.78 Unrealized -24.4%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $311 Shares 853 Est. Cost $323.73 Unrealized 0.0%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $306 Shares 2,505 Est. Cost $80.94 Unrealized +42.4%
TTC TORO CO COM 0.0%
Value ($000) $305 Shares 4,589 Est. Cost $58.32 Unrealized +12.6%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $304 Shares 10,873 Est. Cost $40.61 Unrealized -39.1%
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $303 Shares 8,781 Est. Cost $31.13 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $303 Shares 2,304 Est. Cost $16.08 Unrealized +24.5%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $302 Shares 3,506 Est. Cost $50.69 Unrealized +53.2%
VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 0.0%
Value ($000) $301 Shares 4,845 Est. Cost $62.13 Unrealized
GCI LIBERTY INC COM CLASS A 0.0%
Value ($000) $300 Shares 4,225 Est. Cost $56.11 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $294 Shares 11,516 Est. Cost $40.35 Unrealized -40.6%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $292 Shares 2,057 Est. Cost $109.94 Unrealized +2.5%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $287 Shares 2,428 Est. Cost $115.22 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $282 Shares 3,093 Est. Cost $91.17 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $278 Shares 8,258 Est. Cost $31.68 Unrealized +4.7%
WSBC WESBANCO INC COM 0.0%
Value ($000) $277 Shares 13,453 Est. Cost $41.51 Unrealized -47.3%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $275 Shares 8,472 Est. Cost $28.14 Unrealized -1.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $275 Shares 6,657 Est. Cost $36.42 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $269 Shares 6,490 Est. Cost $29.50 Unrealized 0.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $268 Shares 852 Est. Cost $22.54 Unrealized +8.8%
DXCM DEXCOM INC COM 0.0%
Value ($000) $265 Shares 655 Est. Cost $89.45 Unrealized 0.0%
ANSYS INC COM 0.0%
Value ($000) $258 Shares 886 Est. Cost $257.34 Unrealized
CFG CITIZENS FINANCIAL GROUP INC COM 0.0%
Value ($000) $250 Shares 9,908 Est. Cost $17.73 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $249 Shares 4,891 Est. Cost $47.42 Unrealized -18.4%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $249 Shares 3,073 Est. Cost $56.10 Unrealized +11.7%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $245 Shares 1,922 Est. Cost $127.47 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $240 Shares 2,002 Est. Cost $98.18 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $239 Shares 991 Est. Cost $198.67 Unrealized 0.0%
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $233 Shares 24,625 Est. Cost $24.95 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $233 Shares 3,154 Est. Cost $73.87 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $230 Shares 853 Est. Cost $269.64 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $228 Shares 1,348 Est. Cost $158.88 Unrealized 0.0%
NVR NVR INC COM 0.0%
Value ($000) $228 Shares 70 Est. Cost $3065.87 Unrealized 0.0%
DCP MIDSTREAM LP COM UT LTD PTN 0.0%
Value ($000) $226 Shares 20,000 Est. Cost $18.55 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $226 Shares 4,150 Est. Cost $50.43 Unrealized 0.0%
RCIAF ROGERS COMMUNICATIONS INC CL A CONV 0.0%
Value ($000) $222 Shares 5,400 Est. Cost $36.15 Unrealized +21.3%
VIS VANGUARD INDUSTRIALS INDEX FUND 0.0%
Value ($000) $221 Shares 1,705 Est. Cost $129.62 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $221 Shares 4,223 Est. Cost $38.43 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $220 Shares 4,197 Est. Cost $53.02 Unrealized 0.0%
LINDE PLC SHS 0.0%
Value ($000) $219 Shares 1,036 Est. Cost $194.07 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $218 Shares 5,666 Est. Cost $39.20 Unrealized -20.7%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $213 Shares 3,078 Est. Cost $69.20 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $213 Shares 1,081 Est. Cost $164.18 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $213 Shares 4,119 Est. Cost $44.76 Unrealized 0.0%
REDFIN CORP COM 0.0%
Value ($000) $210 Shares 5,015 Est. Cost $41.87 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $207 Shares 359 Est. Cost $171.57 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $204 Shares 654 Est. Cost $255.73 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $201 Shares 4,787 Est. Cost $32.91 Unrealized 0.0%
FLEETCOR TECHNOLOGIES INC COM 0.0%
Value ($000) $201 Shares 801 Est. Cost $250.94 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $200 Shares 2,429 Est. Cost $74.49 Unrealized 0.0%
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.0%
Value ($000) $200 Shares 1,985 Est. Cost $100.76 Unrealized
DISCOVERY INC COM SER C 0.0%
Value ($000) $194 Shares 10,087 Est. Cost $26.93 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $156 Shares 22,823 Est. Cost $11.73 Unrealized
CENTURYLINK INC COM 0.0%
Value ($000) $151 Shares 15,078 Est. Cost $10.01 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $141 Shares 15,402 Est. Cost $10.67 Unrealized -36.1%
CLOUDERA INC COM 0.0%
Value ($000) $137 Shares 10,797 Est. Cost $17.20 Unrealized
FNCB BANCORP INC COM 0.0%
Value ($000) $128 Shares 22,297 Est. Cost $6.01 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $121 Shares 32,318 Est. Cost $69.27 Unrealized -95.7%
LIONS GATE ENTMNT CORP CL A VTG 0.0%
Value ($000) $121 Shares 16,338 Est. Cost $10.53 Unrealized
AZURRX BIOPHARMA INC COM 0.0%
Value ($000) $63 Shares 69,835 Est. Cost $2.42 Unrealized
FLOOF FLOWER ONE HLDGS INC ORD SHS 0.0%
Value ($000) $57 Shares 160,400 Est. Cost $0.95 Unrealized -58.3%
LLDTF LLOYDS BANKING GROUP PLC SHS 0.0%
Value ($000) $25 Shares 65,000 Est. Cost $0.57 Unrealized -47.0%
JERICHO OIL CORP COM 0.0%
Value ($000) $23 Shares 185,100 Est. Cost $0.32 Unrealized
VODPF VODAFONE GROUP PLC NEW SHS NEW 0.0%
Value ($000) $15 Shares 10,000 Est. Cost $1.01 Unrealized 0.0%
GENNQ GENESIS HEALTHCARE INC CL A COM 0.0%
Value ($000) $7 Shares 10,700 Est. Cost $1.48 Unrealized -45.8%
TGB TASEKO MINES LTD COM 0.0%
Value ($000) $5 Shares 12,000 Est. Cost $1.95 Unrealized -80.4%
RLLCF ROLLS-ROYCE HOLDINGS PLC NON CUM PFD C 0.0%
Value ($000) $1 Shares 139,840 Est. Cost Unrealized
PTOI PLASTIC2OIL INC COM 0.0%
Value ($000) $1 Shares 47,742 Est. Cost $0.02 Unrealized +52.3%
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