Waldron Private Wealth LLC Diversified Active

CIK: 0001598180 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 12, 2021

Total Value ($000): $1,344,439 (100.0% shares, 0.0% debt)

Holdings (300)

IWF ISHARES RUSSELL 1000 GROWTH ETF 11.4%
Value ($000) $153,251 Shares 635,530 Est. Cost $101.33 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 8.0%
Value ($000) $107,971 Shares 789,671 Est. Cost $110.08 Unrealized
VTV VANGUARD VALUE INDEX FUND 7.0%
Value ($000) $94,309 Shares 792,782 Est. Cost $96.95 Unrealized
VUG VANGUARD GROWTH INDEX FUND 5.3%
Value ($000) $70,971 Shares 280,143 Est. Cost $170.63 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 4.1%
Value ($000) $54,668 Shares 597,405 Est. Cost $71.75 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 3.4%
Value ($000) $45,752 Shares 623,241 Est. Cost $62.68 Unrealized
CBU COMMUNITY BK SYS INC COM 3.0%
Value ($000) $40,732 Shares 649,326 Est. Cost $53.53 Unrealized -2.2%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 2.7%
Value ($000) $36,874 Shares 137,765 Est. Cost $157.12 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 2.6%
Value ($000) $34,327 Shares 119,733 Est. Cost $172.99 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 2.3%
Value ($000) $31,346 Shares 220,420 Est. Cost $102.18 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 2.0%
Value ($000) $26,698 Shares 202,646 Est. Cost $104.99 Unrealized
AAPL APPLE INC COM 2.0%
Value ($000) $26,516 Shares 199,839 Est. Cost $89.82 Unrealized +30.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.7%
Value ($000) $22,912 Shares 485,334 Est. Cost $39.34 Unrealized
SPY SPDR S&P 500 ETF 1.6%
Value ($000) $21,944 Shares 58,441 Est. Cost $223.86 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.6%
Value ($000) $21,174 Shares 422,565 Est. Cost $38.30 Unrealized
IWV ISHARES RUSSELL 3000 ETF 1.5%
Value ($000) $20,473 Shares 91,584 Est. Cost $141.26 Unrealized
SYK STRYKER CORPORATION COM 1.5%
Value ($000) $20,176 Shares 82,128 Est. Cost $76.08 Unrealized +182.0%
AMZN AMAZON COM INC COM 1.3%
Value ($000) $17,278 Shares 5,305 Est. Cost $72.60 Unrealized +119.8%
ACWI ISHARES MSCI ACWI INDEX FUND 1.3%
Value ($000) $16,819 Shares 185,399 Est. Cost $63.13 Unrealized
MSFT MICROSOFT CORP COM 1.2%
Value ($000) $16,718 Shares 75,165 Est. Cost $95.53 Unrealized +115.7%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.1%
Value ($000) $14,550 Shares 234,539 Est. Cost $42.86 Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 1.0%
Value ($000) $13,093 Shares 1,196,811 Est. Cost $11.05 Unrealized -27.7%
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 1.0%
Value ($000) $13,015 Shares 157,206 Est. Cost $47.25 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.9%
Value ($000) $12,204 Shares 274,514 Est. Cost $42.82 Unrealized
EFA ISHARES MSCI EAFE ETF 0.9%
Value ($000) $12,016 Shares 164,694 Est. Cost $97.60 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.9%
Value ($000) $11,990 Shares 274,313 Est. Cost $41.09 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.8%
Value ($000) $11,338 Shares 94,628 Est. Cost $98.43 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $11,051 Shares 44,598 Est. Cost $156.98 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.7%
Value ($000) $10,045 Shares 85,709 Est. Cost $114.45 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $8,881 Shares 38,302 Est. Cost $198.98 Unrealized +10.7%
IEFA ISHARES CORE MSCI EAFE ETF 0.6%
Value ($000) $8,667 Shares 125,457 Est. Cost $51.66 Unrealized
MSA MSA SAFETY INC COM 0.6%
Value ($000) $8,627 Shares 57,754 Est. Cost $100.71 Unrealized +43.4%
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $7,788 Shares 4,446 Est. Cost $58.18 Unrealized +43.9%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 0.6%
Value ($000) $7,586 Shares 139,687 Est. Cost $45.03 Unrealized
REET ISHARES GLOBAL REIT ETF 0.5%
Value ($000) $7,252 Shares 303,087 Est. Cost $21.19 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.5%
Value ($000) $7,078 Shares 83,349 Est. Cost $77.72 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.5%
Value ($000) $6,843 Shares 75,208 Est. Cost $71.02 Unrealized
META FACEBOOK INC CL A 0.5%
Value ($000) $6,696 Shares 24,515 Est. Cost $129.01 Unrealized +111.0%
ZTS ZOETIS INC CL A 0.4%
Value ($000) $6,036 Shares 36,476 Est. Cost $112.23 Unrealized +38.5%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.4%
Value ($000) $5,661 Shares 109,565 Est. Cost $38.89 Unrealized
QCOM QUALCOMM INC COM 0.4%
Value ($000) $5,334 Shares 35,016 Est. Cost $63.80 Unrealized +95.5%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $5,258 Shares 40,444 Est. Cost $80.35 Unrealized
CSCO CISCO SYS INC COM 0.4%
Value ($000) $5,193 Shares 116,052 Est. Cost $40.56 Unrealized -13.0%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $5,185 Shares 32,949 Est. Cost $101.98 Unrealized +25.1%
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $4,841 Shares 2,762 Est. Cost $57.53 Unrealized +45.1%
PGR PROGRESSIVE CORP COM 0.3%
Value ($000) $4,359 Shares 44,092 Est. Cost $64.62 Unrealized +24.7%
XTL SPDR S&P TELECOM ETF 0.3%
Value ($000) $4,196 Shares 49,518 Est. Cost $59.17 Unrealized
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $4,131 Shares 78,852 Est. Cost $34.82 Unrealized +19.6%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $4,041 Shares 31,806 Est. Cost $89.49 Unrealized +9.7%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $4,035 Shares 20,733 Est. Cost $147.85 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,785 Shares 56,124 Est. Cost $54.46 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $3,740 Shares 26,886 Est. Cost $82.70 Unrealized +48.9%
MDY SPDR S&P MIDCAP 400 ETF 0.3%
Value ($000) $3,708 Shares 8,802 Est. Cost $331.76 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,686 Shares 32,497 Est. Cost $88.56 Unrealized
AMGN AMGEN INC COM 0.3%
Value ($000) $3,631 Shares 15,793 Est. Cost $159.51 Unrealized +23.1%
IJH ISHARES S&P MIDCAP FUND 0.3%
Value ($000) $3,564 Shares 15,509 Est. Cost $186.50 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $3,520 Shares 9,377 Est. Cost $261.09 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.3%
Value ($000) $3,484 Shares 37,638 Est. Cost $74.09 Unrealized
V VISA INC COM CL A 0.3%
Value ($000) $3,476 Shares 15,892 Est. Cost $131.43 Unrealized +50.0%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $3,436 Shares 16,158 Est. Cost $128.90 Unrealized +27.0%
STBA S & T BANCORP INC COM 0.3%
Value ($000) $3,386 Shares 136,313 Est. Cost $39.53 Unrealized -44.2%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $3,146 Shares 8,973 Est. Cost $226.80 Unrealized +35.9%
WMT WALMART INC COM 0.2%
Value ($000) $3,081 Shares 21,298 Est. Cost $32.04 Unrealized +41.2%
UBSI UNITED BANKSHARES INC WEST VA COM 0.2%
Value ($000) $3,043 Shares 93,372 Est. Cost $32.63 Unrealized -13.5%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.2%
Value ($000) $2,981 Shares 8,428 Est. Cost $205.08 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $2,770 Shares 25,859 Est. Cost $52.81 Unrealized +49.5%
KO COCA COLA CO COM 0.2%
Value ($000) $2,754 Shares 50,223 Est. Cost $41.57 Unrealized +6.5%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,680 Shares 90,938 Est. Cost $21.56 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.2%
Value ($000) $2,586 Shares 39,908 Est. Cost $32.83 Unrealized +48.7%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,558 Shares 28,896 Est. Cost $60.78 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,548 Shares 40,643 Est. Cost $55.40 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $2,511 Shares 13,861 Est. Cost $108.63 Unrealized +29.1%
INTC INTEL CORP COM 0.2%
Value ($000) $2,267 Shares 45,510 Est. Cost $41.65 Unrealized +5.7%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $2,219 Shares 53,843 Est. Cost $45.20 Unrealized -32.8%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $2,176 Shares 6,333 Est. Cost $264.34 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $2,146 Shares 6,040 Est. Cost $16.82 Unrealized +177.8%
PEP PEPSICO INC COM 0.2%
Value ($000) $2,114 Shares 14,162 Est. Cost $87.15 Unrealized +39.1%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $2,105 Shares 17,811 Est. Cost $117.80 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $2,101 Shares 8,047 Est. Cost $125.10 Unrealized +78.3%
MRK MERCK & CO. INC COM 0.2%
Value ($000) $2,086 Shares 25,302 Est. Cost $56.49 Unrealized +14.8%
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $2,020 Shares 9,687 Est. Cost $121.92 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $1,993 Shares 7,505 Est. Cost $165.93 Unrealized +46.1%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $1,984 Shares 8,475 Est. Cost $87.22 Unrealized +137.0%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $1,943 Shares 3,887 Est. Cost $167.54 Unrealized +188.3%
VDE VANGUARD ENERGY INDEX FUND 0.1%
Value ($000) $1,926 Shares 37,147 Est. Cost $45.85 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $1,922 Shares 5,387 Est. Cost $159.89 Unrealized +102.2%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $1,899 Shares 31,580 Est. Cost $47.81 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $1,896 Shares 17,319 Est. Cost $54.79 Unrealized +81.2%
NFLX NETFLIX INC COM 0.1%
Value ($000) $1,890 Shares 3,497 Est. Cost $34.79 Unrealized +45.7%
NOW SERVICENOW INC COM 0.1%
Value ($000) $1,889 Shares 3,433 Est. Cost $44.98 Unrealized +131.2%
T AT&T INC COM 0.1%
Value ($000) $1,871 Shares 65,072 Est. Cost $13.17 Unrealized +16.7%
PFE PFIZER INC COM 0.1%
Value ($000) $1,870 Shares 50,820 Est. Cost $26.29 Unrealized +8.9%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $1,820 Shares 3,486 Est. Cost $5.01 Unrealized +166.5%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $1,807 Shares 8,531 Est. Cost $159.05 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $1,768 Shares 8,242 Est. Cost $163.68 Unrealized +18.1%
TSLA TESLA INC COM 0.1%
Value ($000) $1,762 Shares 2,497 Est. Cost $109.98 Unrealized +55.2%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $1,739 Shares 5 Est. Cost $311378.80 Unrealized +6.2%
CNAF COMMERCIAL NATL FINL CORP PA COM 0.1%
Value ($000) $1,676 Shares 101,603 Est. Cost $11.91 Unrealized -8.6%
IJR ISHARES S&P SMALL-CAP FUND 0.1%
Value ($000) $1,507 Shares 16,405 Est. Cost $72.44 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $1,468 Shares 9,149 Est. Cost $86.98 Unrealized +70.2%
SUN SUNOCO LP COM UT REP LP 0.1%
Value ($000) $1,439 Shares 50,000 Est. Cost $22.84 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $1,434 Shares 22,182 Est. Cost $47.51 Unrealized +16.8%
RPM RPM INTL INC COM 0.1%
Value ($000) $1,431 Shares 15,764 Est. Cost $47.62 Unrealized +85.2%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $1,421 Shares 12,053 Est. Cost $105.11 Unrealized +2.2%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $1,392 Shares 6,896 Est. Cost $132.54 Unrealized +33.1%
CPB CAMPBELL SOUP CO COM 0.1%
Value ($000) $1,363 Shares 28,204 Est. Cost $36.20 Unrealized +12.4%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.1%
Value ($000) $1,297 Shares 14,714 Est. Cost $88.15 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1,291 Shares 12,070 Est. Cost $48.14 Unrealized +76.9%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $1,265 Shares 26,401 Est. Cost $38.83 Unrealized -8.2%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,249 Shares 5,286 Est. Cost $181.83 Unrealized +26.2%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $1,248 Shares 14,779 Est. Cost $85.45 Unrealized -23.9%
OEF ISHARES S&P 100 ETF 0.1%
Value ($000) $1,235 Shares 7,196 Est. Cost $165.56 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $1,229 Shares 20,376 Est. Cost $60.14 Unrealized
CBFV CB FINL SVCS INC COM 0.1%
Value ($000) $1,206 Shares 60,306 Est. Cost $16.84 Unrealized -0.1%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $1,202 Shares 20,466 Est. Cost $38.95 Unrealized +12.9%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $1,169 Shares 22,512 Est. Cost $51.93 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $1,131 Shares 2,429 Est. Cost $192.50 Unrealized +140.3%
RCI ROGERS COMMUNICATIONS INC CL B 0.1%
Value ($000) $1,115 Shares 23,750 Est. Cost $37.58 Unrealized +17.8%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $1,070 Shares 5,220 Est. Cost $123.98 Unrealized +46.0%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $1,058 Shares 4,453 Est. Cost $161.40 Unrealized +26.8%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $1,052 Shares 4,392 Est. Cost $182.39 Unrealized +23.2%
VHT VANGUARD HEALTH CARE INDEX FUND 0.1%
Value ($000) $1,047 Shares 4,684 Est. Cost $166.51 Unrealized
SONY SONY CORP SPONSORED ADR 0.1%
Value ($000) $1,031 Shares 10,199 Est. Cost $43.06 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $1,001 Shares 14,005 Est. Cost $53.81 Unrealized +8.6%
MTB M & T BK CORP COM 0.1%
Value ($000) $1,000 Shares 7,857 Est. Cost $127.36 Unrealized -24.1%
BE BLOOM ENERGY CORP COM CL A 0.1%
Value ($000) $997 Shares 34,800 Est. Cost $7.44 Unrealized +186.9%
AME AMETEK INC COM 0.1%
Value ($000) $995 Shares 8,232 Est. Cost $85.40 Unrealized +27.5%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $993 Shares 16,894 Est. Cost $39.87 Unrealized +25.8%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $984 Shares 11,722 Est. Cost $51.11 Unrealized +18.1%
BA BOEING CO COM 0.1%
Value ($000) $944 Shares 4,413 Est. Cost $216.28 Unrealized -11.1%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $942 Shares 4,806 Est. Cost $162.97 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.1%
Value ($000) $937 Shares 5,919 Est. Cost $83.86 Unrealized +69.9%
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND 0.1%
Value ($000) $924 Shares 3,361 Est. Cost $145.19 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $903 Shares 14,559 Est. Cost $44.38 Unrealized +12.7%
OKTA OKTA INC CL A 0.1%
Value ($000) $900 Shares 3,540 Est. Cost $43.15 Unrealized +450.8%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $892 Shares 5,284 Est. Cost $83.33 Unrealized +69.6%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $892 Shares 11,100 Est. Cost $56.04 Unrealized +19.2%
MMM 3M CO COM 0.1%
Value ($000) $873 Shares 4,996 Est. Cost $125.10 Unrealized -6.1%
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $873 Shares 28,827 Est. Cost $22.33 Unrealized +5.9%
AMLP ALERIAN MLP ETF 0.1%
Value ($000) $826 Shares 32,217 Est. Cost $24.93 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $812 Shares 4,823 Est. Cost $82.08 Unrealized +66.8%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $808 Shares 3,635 Est. Cost $159.91 Unrealized +50.3%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $792 Shares 6,297 Est. Cost $94.11 Unrealized -0.7%
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $789 Shares 9,215 Est. Cost $63.11 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $756 Shares 11,076 Est. Cost $42.58 Unrealized +32.6%
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $754 Shares 3,651 Est. Cost $206.52 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.1%
Value ($000) $746 Shares 4,248 Est. Cost $122.22 Unrealized
USA TECHNOLOGIES INC COM 0.1%
Value ($000) $744 Shares 71,074 Est. Cost $5.96 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $733 Shares 10,741 Est. Cost $55.87 Unrealized -1.2%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $719 Shares 323 Est. Cost $1882.27 Unrealized +0.9%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $713 Shares 18,539 Est. Cost $37.30 Unrealized
CE CELANESE CORP DEL COM 0.1%
Value ($000) $695 Shares 5,350 Est. Cost $99.99 Unrealized +13.8%
NKE NIKE INC CL B 0.1%
Value ($000) $690 Shares 4,884 Est. Cost $72.49 Unrealized +70.0%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.1%
Value ($000) $678 Shares 3,899 Est. Cost $143.04 Unrealized
BLACKROCK INC COM 0.1%
Value ($000) $676 Shares 937 Est. Cost $443.23 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $672 Shares 12,165 Est. Cost $46.10 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $664 Shares 1,764 Est. Cost $241.55 Unrealized +43.8%
UNP UNION PAC CORP COM 0.0%
Value ($000) $663 Shares 3,188 Est. Cost $109.77 Unrealized +62.2%
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $658 Shares 15,135 Est. Cost $38.20 Unrealized
AROW ARROW FINL CORP COM 0.0%
Value ($000) $655 Shares 21,924 Est. Cost $25.40 Unrealized -9.9%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $644 Shares 5,475 Est. Cost $76.34 Unrealized +24.5%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $640 Shares 18,637 Est. Cost $29.26 Unrealized
SVMK INC COM 0.0%
Value ($000) $638 Shares 25,000 Est. Cost $20.33 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $617 Shares 37,646 Est. Cost $11.91 Unrealized -4.5%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $611 Shares 2,445 Est. Cost $184.89 Unrealized +16.1%
MCO MOODYS CORP COM 0.0%
Value ($000) $588 Shares 2,026 Est. Cost $201.76 Unrealized +32.8%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $584 Shares 1,919 Est. Cost $196.84 Unrealized +42.7%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $575 Shares 7,536 Est. Cost $56.66 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $572 Shares 6,191 Est. Cost $23.48 Unrealized +78.9%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $568 Shares 2,559 Est. Cost $115.47 Unrealized +69.7%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $565 Shares 3,109 Est. Cost $115.00 Unrealized +33.9%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $558 Shares 14,724 Est. Cost $37.90 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $552 Shares 8,346 Est. Cost $49.01 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $533 Shares 3,578 Est. Cost $86.10 Unrealized +23.7%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $522 Shares 6,768 Est. Cost $56.28 Unrealized +16.6%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $501 Shares 11,977 Est. Cost $29.19 Unrealized -8.5%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $500 Shares 2,379 Est. Cost $134.91 Unrealized +46.8%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $497 Shares 7,001 Est. Cost $18.37 Unrealized +29.1%
KIRKLAND LAKE GOLD LTD COM 0.0%
Value ($000) $497 Shares 12,000 Est. Cost $41.42 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $496 Shares 3,137 Est. Cost $158.11 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $494 Shares 7,214 Est. Cost $59.60 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $489 Shares 2,258 Est. Cost $158.80 Unrealized +24.3%
SYY SYSCO CORP COM 0.0%
Value ($000) $484 Shares 6,529 Est. Cost $58.73 Unrealized +2.2%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $482 Shares 9,572 Est. Cost $31.91 Unrealized +34.2%
DE DEERE & CO COM 0.0%
Value ($000) $475 Shares 1,766 Est. Cost $232.12 Unrealized 0.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $473 Shares 2,243 Est. Cost $195.54 Unrealized +0.5%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $470 Shares 8,868 Est. Cost $32.19 Unrealized +31.5%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $467 Shares 4,856 Est. Cost $98.56 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $466 Shares 13,471 Est. Cost $23.07 Unrealized +10.7%
EQT EQT CORP COM 0.0%
Value ($000) $459 Shares 36,116 Est. Cost $8.17 Unrealized +65.6%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $445 Shares 2,917 Est. Cost $65.62 Unrealized +95.7%
TTC TORO CO COM 0.0%
Value ($000) $438 Shares 4,613 Est. Cost $58.32 Unrealized +51.6%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $438 Shares 4,779 Est. Cost $55.55 Unrealized +55.4%
ANSYS INC COM 0.0%
Value ($000) $428 Shares 1,179 Est. Cost $283.33 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $427 Shares 10,629 Est. Cost $40.61 Unrealized -12.9%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $411 Shares 5,655 Est. Cost $50.57 Unrealized
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $406 Shares 17,200 Est. Cost $39.57 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $403 Shares 63,343 Est. Cost $6.70 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $401 Shares 8,220 Est. Cost $13.90 Unrealized +49.1%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $399 Shares 1,921 Est. Cost $186.68 Unrealized -3.9%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $397 Shares 1,209 Est. Cost $253.76 Unrealized +27.4%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $396 Shares 4,270 Est. Cost $53.63 Unrealized
WSBC WESBANCO INC COM 0.0%
Value ($000) $396 Shares 13,083 Est. Cost $41.51 Unrealized -35.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $389 Shares 889 Est. Cost $23.31 Unrealized +49.4%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $381 Shares 2,325 Est. Cost $91.01 Unrealized +47.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $377 Shares 2,129 Est. Cost $124.66 Unrealized +18.3%
TGT TARGET CORP COM 0.0%
Value ($000) $361 Shares 2,050 Est. Cost $98.66 Unrealized +46.8%
BFH ALLIANCE DATA SYSTEMS CORP COM 0.0%
Value ($000) $360 Shares 4,870 Est. Cost $46.01 Unrealized 0.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $354 Shares 6,657 Est. Cost $36.42 Unrealized +30.2%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $353 Shares 9,884 Est. Cost $17.73 Unrealized +42.6%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $353 Shares 7,519 Est. Cost $40.00 Unrealized -15.4%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $348 Shares 8,337 Est. Cost $41.74 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $347 Shares 2,208 Est. Cost $80.94 Unrealized +74.6%
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $344 Shares 7,985 Est. Cost $31.13 Unrealized
REDFIN CORP COM 0.0%
Value ($000) $344 Shares 5,015 Est. Cost $41.87 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $337 Shares 3,916 Est. Cost $71.09 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $333 Shares 3,050 Est. Cost $82.21 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $324 Shares 6,538 Est. Cost $29.50 Unrealized +28.7%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $323 Shares 5,556 Est. Cost $56.68 Unrealized -12.9%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $321 Shares 8,549 Est. Cost $28.14 Unrealized +0.7%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $320 Shares 2,279 Est. Cost $16.08 Unrealized +60.1%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $317 Shares 1,204 Est. Cost $166.53 Unrealized +18.3%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $315 Shares 429 Est. Cost $178.12 Unrealized +27.3%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $312 Shares 2,584 Est. Cost $92.68 Unrealized +12.1%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $309 Shares 1,922 Est. Cost $127.47 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $308 Shares 2,271 Est. Cost $111.21 Unrealized +4.3%
STERLING BANCORP DEL COM 0.0%
Value ($000) $299 Shares 16,642 Est. Cost $16.81 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $298 Shares 1,150 Est. Cost $184.42 Unrealized +36.2%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $296 Shares 834 Est. Cost $324.90 Unrealized -1.8%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $295 Shares 27,310 Est. Cost $11.36 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $292 Shares 1,069 Est. Cost $203.40 Unrealized +21.7%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $291 Shares 3,197 Est. Cost $78.67 Unrealized +5.4%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $290 Shares 3,606 Est. Cost $53.14 Unrealized +33.7%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $290 Shares 3,418 Est. Cost $131.02 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $286 Shares 1,328 Est. Cost $159.21 Unrealized +12.1%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $285 Shares 4,626 Est. Cost $46.88 Unrealized -9.6%
NVR NVR INC COM 0.0%
Value ($000) $281 Shares 69 Est. Cost $3065.87 Unrealized +35.6%
VIS VANGUARD INDUSTRIALS INDEX FUND 0.0%
Value ($000) $278 Shares 1,640 Est. Cost $129.62 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $276 Shares 880 Est. Cost $283.94 Unrealized
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $271 Shares 24,737 Est. Cost $24.95 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $268 Shares 2,954 Est. Cost $73.87 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $267 Shares 2,352 Est. Cost $99.60 Unrealized +8.2%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $264 Shares 5,379 Est. Cost $36.39 Unrealized 0.0%
DISCOVERY INC COM SER C 0.0%
Value ($000) $264 Shares 10,086 Est. Cost $26.93 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $264 Shares 760 Est. Cost $268.13 Unrealized +29.5%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $263 Shares 398 Est. Cost $590.04 Unrealized +7.9%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $263 Shares 1,876 Est. Cost $102.46 Unrealized +12.8%
RCIAF ROGERS COMMUNICATIONS INC CL A CONV 0.0%
Value ($000) $258 Shares 5,400 Est. Cost $36.15 Unrealized +24.7%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $258 Shares 6,459 Est. Cost $32.42 Unrealized -5.2%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $256 Shares 1,770 Est. Cost $104.68 Unrealized +23.5%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $256 Shares 3,822 Est. Cost $58.92 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $255 Shares 4,150 Est. Cost $50.43 Unrealized +15.7%
CPRT COPART INC COM 0.0%
Value ($000) $253 Shares 1,991 Est. Cost $24.22 Unrealized +20.3%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $251 Shares 5,916 Est. Cost $37.21 Unrealized -10.9%
AZO AUTOZONE INC COM 0.0%
Value ($000) $251 Shares 212 Est. Cost $1181.54 Unrealized -2.0%
ELV ANTHEM INC COM 0.0%
Value ($000) $250 Shares 781 Est. Cost $251.49 Unrealized +13.8%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $249 Shares 2,104 Est. Cost $106.93 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $248 Shares 8,238 Est. Cost $40.35 Unrealized -42.9%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $248 Shares 4,948 Est. Cost $32.91 Unrealized 0.0%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $244 Shares 1,575 Est. Cost $107.75 Unrealized +23.2%
SO SOUTHERN CO COM 0.0%
Value ($000) $242 Shares 3,947 Est. Cost $44.76 Unrealized +10.6%
EATON VANCE CORP COM NON VTG 0.0%
Value ($000) $238 Shares 3,508 Est. Cost $67.84 Unrealized
CERNER CORP COM 0.0%
Value ($000) $237 Shares 3,014 Est. Cost $72.33 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $237 Shares 3,459 Est. Cost $48.82 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $231 Shares 531 Est. Cost $412.56 Unrealized 0.0%
MATW MATTHEWS INTL CORP CL A 0.0%
Value ($000) $226 Shares 7,711 Est. Cost $21.85 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $223 Shares 1,246 Est. Cost $168.50 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $222 Shares 2,793 Est. Cost $64.74 Unrealized +8.1%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $221 Shares 723 Est. Cost $278.00 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $220 Shares 3,448 Est. Cost $63.81 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $220 Shares 1,236 Est. Cost $177.04 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $220 Shares 1,531 Est. Cost $125.98 Unrealized 0.0%
FLEETCOR TECHNOLOGIES INC COM 0.0%
Value ($000) $215 Shares 790 Est. Cost $272.15 Unrealized
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $215 Shares 2,241 Est. Cost $85.63 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $215 Shares 2,864 Est. Cost $56.10 Unrealized +13.0%
PCAR PACCAR INC COM 0.0%
Value ($000) $214 Shares 2,468 Est. Cost $48.35 Unrealized 0.0%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $213 Shares 803 Est. Cost $223.63 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $204 Shares 3,476 Est. Cost $50.86 Unrealized 0.0%
XYZ SQUARE INC CL A 0.0%
Value ($000) $203 Shares 937 Est. Cost $195.07 Unrealized 0.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $203 Shares 2,094 Est. Cost $96.94 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $197 Shares 32,318 Est. Cost $69.27 Unrealized -95.5%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $197 Shares 15,448 Est. Cost $10.67 Unrealized -15.5%
LIONS GATE ENTMNT CORP CL A VTG 0.0%
Value ($000) $185 Shares 16,338 Est. Cost $10.53 Unrealized
CLOUDERA INC COM 0.0%
Value ($000) $150 Shares 10,797 Est. Cost $17.20 Unrealized
FNCB BANCORP INC COM 0.0%
Value ($000) $142 Shares 22,297 Est. Cost $6.01 Unrealized
AZURRX BIOPHARMA INC COM 0.0%
Value ($000) $67 Shares 69,835 Est. Cost $2.42 Unrealized
JERICHO OIL CORP COM 0.0%
Value ($000) $39 Shares 221,100 Est. Cost $0.29 Unrealized
RIG TRANSOCEAN LTD REG SHS 0.0%
Value ($000) $34 Shares 15,000 Est. Cost $1.63 Unrealized -10.0%
VODPF VODAFONE GROUP PLC NEW SHS NEW 0.0%
Value ($000) $33 Shares 20,000 Est. Cost $1.02 Unrealized +4.7%
LLDTF LLOYDS BANKING GROUP PLC SHS 0.0%
Value ($000) $32 Shares 65,000 Est. Cost $0.57 Unrealized -39.6%
NATWEST GROUP PLC SHS 0.0%
Value ($000) $27 Shares 12,000 Est. Cost $1.33 Unrealized
TGB TASEKO MINES LTD COM 0.0%
Value ($000) $15 Shares 12,000 Est. Cost $1.95 Unrealized -45.7%
GENNQ GENESIS HEALTHCARE INC CL A COM 0.0%
Value ($000) $5 Shares 10,700 Est. Cost $1.48 Unrealized -66.0%
FLOOF FLOWER ONE HLDGS INC ORD SHS 0.0%
Value ($000) $1 Shares 12,000 Est. Cost $0.13 Unrealized 0.0%
PTOI PLASTIC2OIL INC COM 0.0%
Value ($000) $1 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
PDGO PARADIGM OIL & GAS INC COM PAR $.0001 0.0%
Value ($000) $0 Shares 118,300 Est. Cost $0.00 Unrealized +19.2%
MARYJANE GROUP INC COM 0.0%
Value ($000) $0 Shares 1,350,000 Est. Cost Unrealized