Waldron Private Wealth LLC Diversified Active

CIK: 0001598180 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 13, 2020

Total Value ($000): $1,169,797 (100.0% shares, 0.0% debt)

Holdings (282)

IWF ISHARES RUSSELL 1000 GROWTH ETF 11.7%
Value ($000) $137,421 Shares 633,597 Est. Cost $101.33 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 7.6%
Value ($000) $88,490 Shares 749,092 Est. Cost $108.64 Unrealized
VTV VANGUARD VALUE INDEX FUND 6.7%
Value ($000) $77,831 Shares 744,049 Est. Cost $95.50 Unrealized
VUG VANGUARD GROWTH INDEX FUND 5.3%
Value ($000) $61,507 Shares 270,118 Est. Cost $167.56 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 4.1%
Value ($000) $47,470 Shares 586,557 Est. Cost $71.39 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 3.5%
Value ($000) $41,053 Shares 602,576 Est. Cost $62.31 Unrealized
CBU COMMUNITY BK SYS INC COM 3.0%
Value ($000) $35,635 Shares 649,326 Est. Cost $53.53 Unrealized -8.8%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 2.7%
Value ($000) $32,016 Shares 148,959 Est. Cost $157.12 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 2.6%
Value ($000) $30,094 Shares 135,854 Est. Cost $172.99 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 2.2%
Value ($000) $26,315 Shares 237,855 Est. Cost $102.18 Unrealized
AAPL APPLE INC COM 2.0%
Value ($000) $23,650 Shares 204,214 Est. Cost $89.82 Unrealized +18.0%
IWV ISHARES RUSSELL 3000 ETF 1.9%
Value ($000) $22,352 Shares 114,212 Est. Cost $141.26 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.8%
Value ($000) $21,238 Shares 213,820 Est. Cost $104.99 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.6%
Value ($000) $19,069 Shares 466,258 Est. Cost $39.02 Unrealized
SPY SPDR S&P 500 ETF 1.6%
Value ($000) $18,898 Shares 56,432 Est. Cost $218.46 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 1.6%
Value ($000) $18,543 Shares 269,168 Est. Cost $47.25 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.5%
Value ($000) $17,367 Shares 401,663 Est. Cost $37.68 Unrealized
SYK STRYKER CORPORATION COM 1.5%
Value ($000) $17,113 Shares 82,128 Est. Cost $76.08 Unrealized +141.4%
AMZN AMAZON COM INC COM 1.4%
Value ($000) $16,896 Shares 5,366 Est. Cost $72.60 Unrealized +117.1%
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $15,971 Shares 75,933 Est. Cost $95.53 Unrealized +110.2%
ACWI ISHARES MSCI ACWI INDEX FUND 1.3%
Value ($000) $14,760 Shares 184,695 Est. Cost $63.13 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.1%
Value ($000) $12,731 Shares 241,120 Est. Cost $42.86 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 1.0%
Value ($000) $11,964 Shares 302,893 Est. Cost $42.82 Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 0.9%
Value ($000) $10,006 Shares 1,292,836 Est. Cost $11.05 Unrealized -40.8%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.9%
Value ($000) $9,945 Shares 44,618 Est. Cost $156.98 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.8%
Value ($000) $9,869 Shares 95,115 Est. Cost $98.43 Unrealized
EFA ISHARES MSCI EAFE ETF 0.8%
Value ($000) $9,073 Shares 142,559 Est. Cost $101.42 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.8%
Value ($000) $8,838 Shares 229,085 Est. Cost $40.57 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $8,173 Shares 38,386 Est. Cost $198.98 Unrealized +2.8%
MSA MSA SAFETY INC COM 0.7%
Value ($000) $7,797 Shares 58,113 Est. Cost $100.71 Unrealized +21.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.6%
Value ($000) $7,433 Shares 123,313 Est. Cost $51.36 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 0.6%
Value ($000) $6,697 Shares 137,789 Est. Cost $44.91 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $6,638 Shares 4,517 Est. Cost $58.18 Unrealized +30.2%
META FACEBOOK INC CL A 0.6%
Value ($000) $6,496 Shares 24,805 Est. Cost $129.01 Unrealized +98.5%
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value ($000) $6,410 Shares 81,189 Est. Cost $77.52 Unrealized
ZTS ZOETIS INC CL A 0.5%
Value ($000) $6,026 Shares 36,441 Est. Cost $112.23 Unrealized +30.7%
REET ISHARES GLOBAL REIT ETF 0.5%
Value ($000) $6,010 Shares 285,817 Est. Cost $21.03 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.5%
Value ($000) $5,989 Shares 75,208 Est. Cost $71.02 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $4,928 Shares 33,103 Est. Cost $101.98 Unrealized +24.5%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.4%
Value ($000) $4,924 Shares 111,688 Est. Cost $38.89 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $4,791 Shares 41,056 Est. Cost $80.35 Unrealized
CSCO CISCO SYS INC COM 0.4%
Value ($000) $4,533 Shares 115,096 Est. Cost $40.56 Unrealized -8.6%
MUB ISHARES NATIONAL MUNI BOND ETF 0.4%
Value ($000) $4,331 Shares 37,362 Est. Cost $110.90 Unrealized
PGR PROGRESSIVE CORP COM 0.4%
Value ($000) $4,180 Shares 44,160 Est. Cost $64.62 Unrealized +18.4%
QCOM QUALCOMM INC COM 0.4%
Value ($000) $4,158 Shares 35,337 Est. Cost $63.80 Unrealized +49.1%
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $4,099 Shares 2,797 Est. Cost $57.53 Unrealized +31.4%
AMGN AMGEN INC COM 0.3%
Value ($000) $4,025 Shares 15,839 Est. Cost $159.51 Unrealized +31.4%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $3,866 Shares 27,815 Est. Cost $82.70 Unrealized +40.7%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $3,707 Shares 22,525 Est. Cost $128.90 Unrealized +3.4%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $3,697 Shares 79,923 Est. Cost $34.82 Unrealized +8.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,636 Shares 56,724 Est. Cost $54.46 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,427 Shares 32,497 Est. Cost $88.56 Unrealized
XTL SPDR S&P TELECOM ETF 0.3%
Value ($000) $3,344 Shares 49,518 Est. Cost $59.17 Unrealized
V VISA INC COM CL A 0.3%
Value ($000) $3,200 Shares 16,003 Est. Cost $131.43 Unrealized +46.2%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $3,179 Shares 33,023 Est. Cost $89.49 Unrealized -4.5%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $3,048 Shares 9,071 Est. Cost $257.23 Unrealized
INTC INTEL CORP COM 0.3%
Value ($000) $3,032 Shares 58,562 Est. Cost $41.65 Unrealized +11.7%
WMT WALMART INC COM 0.3%
Value ($000) $3,001 Shares 21,452 Est. Cost $32.04 Unrealized +28.9%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $2,824 Shares 9,061 Est. Cost $226.80 Unrealized +24.0%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.2%
Value ($000) $2,808 Shares 16,492 Est. Cost $135.82 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.2%
Value ($000) $2,800 Shares 15,112 Est. Cost $185.37 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.2%
Value ($000) $2,773 Shares 34,389 Est. Cost $72.34 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.2%
Value ($000) $2,728 Shares 8,052 Est. Cost $323.42 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.2%
Value ($000) $2,624 Shares 8,428 Est. Cost $205.08 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $2,494 Shares 50,112 Est. Cost $41.57 Unrealized -1.9%
BX BLACKSTONE GROUP INC COM CL A 0.2%
Value ($000) $2,485 Shares 47,608 Est. Cost $32.83 Unrealized +35.6%
STBA S & T BANCORP INC COM 0.2%
Value ($000) $2,429 Shares 137,313 Est. Cost $39.53 Unrealized -47.3%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,413 Shares 40,643 Est. Cost $55.40 Unrealized
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $2,267 Shares 14,058 Est. Cost $121.92 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $2,243 Shares 8,078 Est. Cost $165.93 Unrealized +43.2%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,220 Shares 92,238 Est. Cost $21.56 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $2,207 Shares 25,202 Est. Cost $52.13 Unrealized +46.4%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,206 Shares 28,661 Est. Cost $60.78 Unrealized
MRK MERCK & CO. INC COM 0.2%
Value ($000) $2,177 Shares 26,056 Est. Cost $56.49 Unrealized +16.7%
UBSI UNITED BANKSHARES INC WEST VA COM 0.2%
Value ($000) $2,022 Shares 93,334 Est. Cost $32.63 Unrealized -20.2%
PEP PEPSICO INC COM 0.2%
Value ($000) $1,970 Shares 14,218 Est. Cost $87.15 Unrealized +32.1%
ABT ABBOTT LABS COM 0.2%
Value ($000) $1,947 Shares 17,893 Est. Cost $54.79 Unrealized +68.5%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $1,929 Shares 5,707 Est. Cost $159.89 Unrealized +97.4%
T AT&T INC COM 0.2%
Value ($000) $1,922 Shares 67,417 Est. Cost $13.17 Unrealized +18.1%
PFE PFIZER INC COM 0.2%
Value ($000) $1,919 Shares 52,298 Est. Cost $26.29 Unrealized +3.1%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $1,916 Shares 3,907 Est. Cost $167.54 Unrealized +177.6%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $1,890 Shares 3,493 Est. Cost $5.01 Unrealized +131.5%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $1,868 Shares 54,430 Est. Cost $45.20 Unrealized -28.5%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,853 Shares 5,999 Est. Cost $259.92 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $1,823 Shares 8,069 Est. Cost $125.10 Unrealized +69.7%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $1,805 Shares 8,228 Est. Cost $163.68 Unrealized +10.8%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $1,719 Shares 13,860 Est. Cost $108.63 Unrealized +12.4%
MTB M & T BK CORP COM 0.1%
Value ($000) $1,717 Shares 18,655 Est. Cost $127.36 Unrealized -32.6%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $1,683 Shares 8,545 Est. Cost $87.22 Unrealized +115.4%
NFLX NETFLIX INC COM 0.1%
Value ($000) $1,678 Shares 3,357 Est. Cost $34.13 Unrealized +45.8%
NOW SERVICENOW INC COM 0.1%
Value ($000) $1,658 Shares 3,419 Est. Cost $44.98 Unrealized +98.5%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $1,647 Shares 31,575 Est. Cost $47.81 Unrealized
CNAF COMMERCIAL NATL FINL CORP PA COM 0.1%
Value ($000) $1,610 Shares 101,603 Est. Cost $11.91 Unrealized -6.4%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $1,560 Shares 8,337 Est. Cost $157.82 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.1%
Value ($000) $1,523 Shares 84,800 Est. Cost $7.44 Unrealized +100.6%
VDE VANGUARD ENERGY INDEX FUND 0.1%
Value ($000) $1,497 Shares 37,147 Est. Cost $45.85 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $1,491 Shares 8,993 Est. Cost $85.92 Unrealized +62.8%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $1,476 Shares 6,032 Est. Cost $16.82 Unrealized +147.3%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $1,448 Shares 6,892 Est. Cost $132.54 Unrealized +42.5%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,443 Shares 5,303 Est. Cost $181.83 Unrealized +51.7%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $1,367 Shares 12,082 Est. Cost $105.11 Unrealized -3.6%
CPB CAMPBELL SOUP CO COM 0.1%
Value ($000) $1,362 Shares 28,158 Est. Cost $36.20 Unrealized +13.9%
ORCL ORACLE CORP COM 0.1%
Value ($000) $1,337 Shares 22,404 Est. Cost $47.51 Unrealized +11.0%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $1,329 Shares 22,350 Est. Cost $38.95 Unrealized +9.3%
RPM RPM INTL INC COM 0.1%
Value ($000) $1,305 Shares 15,764 Est. Cost $47.62 Unrealized +71.5%
AME AMETEK INC COM 0.1%
Value ($000) $1,292 Shares 13,007 Est. Cost $85.40 Unrealized +9.3%
SUN SUNOCO LP COM UT REP LP 0.1%
Value ($000) $1,219 Shares 50,000 Est. Cost $22.84 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $1,151 Shares 5,383 Est. Cost $161.40 Unrealized +11.5%
CBFV CB FINL SVCS INC COM 0.1%
Value ($000) $1,150 Shares 60,306 Est. Cost $16.84 Unrealized -11.4%
IJR ISHARES S&P SMALL-CAP FUND 0.1%
Value ($000) $1,125 Shares 16,028 Est. Cost $71.99 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $1,106 Shares 15,371 Est. Cost $85.45 Unrealized -22.2%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $1,095 Shares 2,480 Est. Cost $192.50 Unrealized +111.6%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1,048 Shares 12,206 Est. Cost $48.14 Unrealized +47.1%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $1,012 Shares 26,618 Est. Cost $38.83 Unrealized -24.4%
TSLA TESLA INC COM 0.1%
Value ($000) $1,009 Shares 2,352 Est. Cost $106.24 Unrealized +11.1%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $999 Shares 5,145 Est. Cost $123.14 Unrealized +35.9%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $974 Shares 16,871 Est. Cost $39.87 Unrealized +21.8%
USA TECHNOLOGIES INC COM 0.1%
Value ($000) $971 Shares 111,074 Est. Cost $5.96 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $959 Shares 15,550 Est. Cost $60.09 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.1%
Value ($000) $955 Shares 4,683 Est. Cost $166.51 Unrealized
RCI ROGERS COMMUNICATIONS INC CL B 0.1%
Value ($000) $950 Shares 23,750 Est. Cost $37.58 Unrealized +9.2%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $947 Shares 4,405 Est. Cost $182.39 Unrealized +8.5%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $926 Shares 12,155 Est. Cost $51.11 Unrealized +15.2%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $912 Shares 3,630 Est. Cost $159.91 Unrealized +35.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $910 Shares 15,099 Est. Cost $44.38 Unrealized +9.5%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $809 Shares 5,469 Est. Cost $83.33 Unrealized +74.9%
MMM 3M CO COM 0.1%
Value ($000) $807 Shares 5,043 Est. Cost $125.10 Unrealized -11.8%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $802 Shares 6,594 Est. Cost $94.11 Unrealized -0.3%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $793 Shares 2,236 Est. Cost $241.55 Unrealized +27.9%
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND 0.1%
Value ($000) $788 Shares 3,361 Est. Cost $145.19 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $787 Shares 13,687 Est. Cost $53.70 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $785 Shares 4,714 Est. Cost $80.82 Unrealized +45.2%
SONY SONY CORP SPONSORED ADR 0.1%
Value ($000) $771 Shares 10,050 Est. Cost $42.20 Unrealized
OKTA OKTA INC CL A 0.1%
Value ($000) $757 Shares 3,540 Est. Cost $43.15 Unrealized +383.1%
BA BOEING CO COM 0.1%
Value ($000) $754 Shares 4,568 Est. Cost $216.28 Unrealized -21.2%
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $739 Shares 30,703 Est. Cost $22.33 Unrealized -2.3%
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $735 Shares 9,215 Est. Cost $63.11 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $727 Shares 11,100 Est. Cost $56.04 Unrealized +4.9%
CE CELANESE CORP DEL COM 0.1%
Value ($000) $712 Shares 6,630 Est. Cost $99.99 Unrealized -9.2%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $675 Shares 18,539 Est. Cost $37.30 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $657 Shares 3,338 Est. Cost $109.77 Unrealized +50.2%
VV VANGUARD LARGE-CAP INDEX FUND 0.1%
Value ($000) $651 Shares 4,162 Est. Cost $121.12 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $647 Shares 11,088 Est. Cost $55.87 Unrealized -6.2%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $640 Shares 2 Est. Cost $282304.38 Unrealized +8.7%
NKE NIKE INC CL B 0.1%
Value ($000) $636 Shares 5,062 Est. Cost $72.49 Unrealized +37.5%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.1%
Value ($000) $636 Shares 3,899 Est. Cost $143.04 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $622 Shares 11,192 Est. Cost $42.58 Unrealized +17.5%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $611 Shares 1,938 Est. Cost $196.84 Unrealized +51.4%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $604 Shares 2,177 Est. Cost $36.54 Unrealized +64.9%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $600 Shares 351 Est. Cost $1882.27 Unrealized -8.2%
MCO MOODYS CORP COM 0.1%
Value ($000) $593 Shares 2,048 Est. Cost $201.76 Unrealized +35.3%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $586 Shares 11,713 Est. Cost $45.75 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $577 Shares 2,483 Est. Cost $184.89 Unrealized +21.9%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $577 Shares 3,853 Est. Cost $154.80 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $577 Shares 1,024 Est. Cost $443.23 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $570 Shares 5,462 Est. Cost $76.34 Unrealized +12.9%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $562 Shares 18,637 Est. Cost $29.26 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $556 Shares 2,586 Est. Cost $115.47 Unrealized +50.4%
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $555 Shares 16,788 Est. Cost $38.20 Unrealized
SVMK INC COM 0.0%
Value ($000) $552 Shares 25,000 Est. Cost $20.33 Unrealized
AROW ARROW FINL CORP COM 0.0%
Value ($000) $550 Shares 21,924 Est. Cost $25.40 Unrealized -14.5%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $533 Shares 3,734 Est. Cost $49.57 Unrealized +159.5%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $518 Shares 13,127 Est. Cost $29.19 Unrealized -6.9%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $501 Shares 2,394 Est. Cost $134.91 Unrealized +34.9%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $494 Shares 6,168 Est. Cost $23.48 Unrealized +68.2%
ECL ECOLAB INC COM 0.0%
Value ($000) $488 Shares 2,443 Est. Cost $158.80 Unrealized +18.7%
EQT EQT CORP COM 0.0%
Value ($000) $468 Shares 36,241 Est. Cost $8.17 Unrealized +68.7%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $466 Shares 23,360 Est. Cost $24.66 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $466 Shares 2,263 Est. Cost $195.54 Unrealized -1.9%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $463 Shares 3,109 Est. Cost $115.00 Unrealized +10.3%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $450 Shares 3,212 Est. Cost $124.66 Unrealized +0.3%
KEY KEYCORP COM 0.0%
Value ($000) $449 Shares 37,646 Est. Cost $11.91 Unrealized -21.2%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $445 Shares 9,572 Est. Cost $31.91 Unrealized +17.9%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $444 Shares 7,536 Est. Cost $56.66 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $444 Shares 1,234 Est. Cost $253.76 Unrealized +33.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $429 Shares 2,949 Est. Cost $65.62 Unrealized +85.3%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $423 Shares 2,719 Est. Cost $155.57 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $419 Shares 1,095 Est. Cost $324.90 Unrealized +1.3%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $418 Shares 8,346 Est. Cost $49.01 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $411 Shares 7,164 Est. Cost $59.60 Unrealized
STERLING BANCORP DEL COM 0.0%
Value ($000) $409 Shares 38,879 Est. Cost $16.81 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $407 Shares 6,552 Est. Cost $58.73 Unrealized -14.1%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $405 Shares 3,686 Est. Cost $86.10 Unrealized +3.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $403 Shares 13,471 Est. Cost $23.07 Unrealized +12.2%
FAST FASTENAL CO COM 0.0%
Value ($000) $399 Shares 8,865 Est. Cost $13.90 Unrealized +44.3%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $395 Shares 4,856 Est. Cost $98.56 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $390 Shares 4,764 Est. Cost $55.55 Unrealized +33.7%
TTC TORO CO COM 0.0%
Value ($000) $387 Shares 4,602 Est. Cost $58.32 Unrealized +28.3%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $384 Shares 10,713 Est. Cost $40.00 Unrealized -27.7%
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $376 Shares 6,233 Est. Cost $60.02 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $374 Shares 2,624 Est. Cost $91.01 Unrealized +28.4%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $371 Shares 23,250 Est. Cost $15.96 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $371 Shares 6,689 Est. Cost $18.12 Unrealized +16.4%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $370 Shares 5,862 Est. Cost $56.68 Unrealized -1.0%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $355 Shares 2,505 Est. Cost $80.94 Unrealized +56.9%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $353 Shares 17,200 Est. Cost $39.57 Unrealized
GCI LIBERTY INC COM CLASS A 0.0%
Value ($000) $349 Shares 4,260 Est. Cost $56.11 Unrealized
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $349 Shares 4,322 Est. Cost $53.63 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $348 Shares 956 Est. Cost $23.31 Unrealized +27.2%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $339 Shares 63,343 Est. Cost $6.70 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $337 Shares 2,271 Est. Cost $111.21 Unrealized +11.0%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $331 Shares 1,958 Est. Cost $186.68 Unrealized -13.7%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $330 Shares 2,304 Est. Cost $16.08 Unrealized +64.0%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $330 Shares 5,655 Est. Cost $50.57 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $324 Shares 1,088 Est. Cost $203.40 Unrealized +23.8%
TGT TARGET CORP COM 0.0%
Value ($000) $322 Shares 2,050 Est. Cost $98.66 Unrealized +20.3%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $322 Shares 10,531 Est. Cost $40.61 Unrealized -30.9%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $314 Shares 3,895 Est. Cost $53.14 Unrealized +41.5%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $306 Shares 8,454 Est. Cost $31.70 Unrealized +2.2%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $304 Shares 437 Est. Cost $178.12 Unrealized +16.9%
NUE NUCOR CORP COM 0.0%
Value ($000) $298 Shares 6,657 Est. Cost $36.42 Unrealized +10.7%
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $291 Shares 8,781 Est. Cost $31.13 Unrealized
ANSYS INC COM 0.0%
Value ($000) $290 Shares 889 Est. Cost $257.34 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $285 Shares 3,093 Est. Cost $91.17 Unrealized
WSBC WESBANCO INC COM 0.0%
Value ($000) $283 Shares 13,083 Est. Cost $41.51 Unrealized -48.8%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $282 Shares 1,922 Est. Cost $127.47 Unrealized
NVR NVR INC COM 0.0%
Value ($000) $281 Shares 69 Est. Cost $3065.87 Unrealized +25.9%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $279 Shares 3,705 Est. Cost $70.23 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $275 Shares 1,093 Est. Cost $180.94 Unrealized 0.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $270 Shares 2,291 Est. Cost $115.22 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $263 Shares 6,538 Est. Cost $29.50 Unrealized +18.3%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $262 Shares 8,541 Est. Cost $28.14 Unrealized +0.2%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $262 Shares 420 Est. Cost $590.04 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $258 Shares 1,285 Est. Cost $166.53 Unrealized +7.5%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $258 Shares 7,541 Est. Cost $37.21 Unrealized -16.2%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $257 Shares 854 Est. Cost $269.64 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $254 Shares 1,067 Est. Cost $195.35 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $253 Shares 215 Est. Cost $1181.54 Unrealized 0.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $251 Shares 4,826 Est. Cost $39.90 Unrealized +25.9%
REDFIN CORP COM 0.0%
Value ($000) $250 Shares 5,015 Est. Cost $41.87 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $249 Shares 9,884 Est. Cost $17.73 Unrealized +13.6%
FISV FISERV INC COM 0.0%
Value ($000) $247 Shares 2,402 Est. Cost $99.60 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $246 Shares 10,470 Est. Cost $40.35 Unrealized -45.9%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $242 Shares 2,415 Est. Cost $91.89 Unrealized 0.0%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $240 Shares 4,150 Est. Cost $50.43 Unrealized +10.6%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $238 Shares 2,954 Est. Cost $73.87 Unrealized
VIS VANGUARD INDUSTRIALS INDEX FUND 0.0%
Value ($000) $237 Shares 1,640 Est. Cost $129.62 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $236 Shares 2,915 Est. Cost $80.96 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $231 Shares 1,306 Est. Cost $158.88 Unrealized +4.1%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $230 Shares 5,341 Est. Cost $46.88 Unrealized -12.5%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $229 Shares 2,906 Est. Cost $56.10 Unrealized +10.6%
RCIAF ROGERS COMMUNICATIONS INC CL A CONV 0.0%
Value ($000) $224 Shares 5,400 Est. Cost $36.15 Unrealized +14.3%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $222 Shares 675 Est. Cost $258.16 Unrealized +29.3%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $221 Shares 2,781 Est. Cost $78.03 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $220 Shares 6,722 Est. Cost $32.42 Unrealized -3.8%
CERNER CORP COM 0.0%
Value ($000) $218 Shares 3,014 Est. Cost $72.33 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $216 Shares 763 Est. Cost $278.91 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $216 Shares 4,001 Est. Cost $44.76 Unrealized -2.7%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $214 Shares 1,770 Est. Cost $104.68 Unrealized 0.0%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $211 Shares 759 Est. Cost $278.00 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $210 Shares 2,793 Est. Cost $64.74 Unrealized 0.0%
CPRT COPART INC COM 0.0%
Value ($000) $209 Shares 1,991 Est. Cost $24.22 Unrealized 0.0%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $206 Shares 1,164 Est. Cost $176.98 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $202 Shares 621 Est. Cost $302.64 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $202 Shares 1,872 Est. Cost $102.46 Unrealized 0.0%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $202 Shares 3,476 Est. Cost $58.11 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $201 Shares 1,575 Est. Cost $107.75 Unrealized 0.0%
ELV ANTHEM INC COM 0.0%
Value ($000) $201 Shares 749 Est. Cost $250.01 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $201 Shares 2,608 Est. Cost $67.34 Unrealized 0.0%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $200 Shares 721 Est. Cost $277.39 Unrealized
DISCOVERY INC COM SER C 0.0%
Value ($000) $197 Shares 10,089 Est. Cost $26.93 Unrealized
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $177 Shares 24,734 Est. Cost $24.95 Unrealized
LIONS GATE ENTMNT CORP CL A VTG 0.0%
Value ($000) $154 Shares 16,338 Est. Cost $10.53 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $150 Shares 24,091 Est. Cost $11.44 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $143 Shares 15,402 Est. Cost $10.67 Unrealized -31.8%
FNCB BANCORP INC COM 0.0%
Value ($000) $118 Shares 22,297 Est. Cost $6.01 Unrealized
CLOUDERA INC COM 0.0%
Value ($000) $117 Shares 10,797 Est. Cost $17.20 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $51 Shares 32,318 Est. Cost $69.27 Unrealized -96.3%
AZURRX BIOPHARMA INC COM 0.0%
Value ($000) $49 Shares 69,835 Est. Cost $2.42 Unrealized
JERICHO OIL CORP COM 0.0%
Value ($000) $28 Shares 221,100 Est. Cost $0.29 Unrealized
VODPF VODAFONE GROUP PLC NEW SHS NEW 0.0%
Value ($000) $26 Shares 20,000 Est. Cost $1.02 Unrealized +1.1%
LLDTF LLOYDS BANKING GROUP PLC SHS 0.0%
Value ($000) $22 Shares 65,000 Est. Cost $0.57 Unrealized -49.5%
NATWEST GROUP PLC SHS 0.0%
Value ($000) $16 Shares 12,000 Est. Cost $1.33 Unrealized
RIG TRANSOCEAN LTD REG SHS 0.0%
Value ($000) $14 Shares 18,476 Est. Cost $1.63 Unrealized 0.0%
TGB TASEKO MINES LTD COM 0.0%
Value ($000) $12 Shares 12,000 Est. Cost $1.95 Unrealized -57.7%
GENNQ GENESIS HEALTHCARE INC CL A COM 0.0%
Value ($000) $5 Shares 10,700 Est. Cost $1.48 Unrealized -51.6%
PTOI PLASTIC2OIL INC COM 0.0%
Value ($000) $0 Shares 47,742 Est. Cost $0.02 Unrealized +12.8%
RLLCF ROLLS-ROYCE HOLDINGS PLC NON CUM PFD C 0.0%
Value ($000) $0 Shares 139,840 Est. Cost Unrealized
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
MARYJANE GROUP INC COM 0.0%
Value ($000) $0 Shares 1,350,000 Est. Cost Unrealized
PDGO PARADIGM OIL & GAS INC COM PAR $.0001 0.0%
Value ($000) $0 Shares 118,300 Est. Cost $0.00 Unrealized 0.0%