Avior Wealth Management, LLC Diversified Active

CIK: 0001599868 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 5, 2016

Total Value ($000): $235,568 (100.0% shares, 0.0% debt)

Holdings (476)

MGK VANGUARD MEGA CAP GROWTH ETF 4.4%
Value ($000) $10,373 Shares 124,288 Est. Cost $74.67 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 4.1%
Value ($000) $9,671 Shares 108,570 Est. Cost $119.24 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 3.8%
Value ($000) $8,969 Shares 145,703 Est. Cost $55.13 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 3.0%
Value ($000) $7,035 Shares 199,015 Est. Cost $39.49 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 3.0%
Value ($000) $7,018 Shares 57,184 Est. Cost $116.05 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 2.9%
Value ($000) $6,761 Shares 66,355 Est. Cost $95.75 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.5%
Value ($000) $5,866 Shares 40,572 Est. Cost $122.87 Unrealized +16.3%
VNQ VANGUARD REIT ETF 2.2%
Value ($000) $5,194 Shares 58,578 Est. Cost $76.60 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 2.1%
Value ($000) $5,056 Shares 48,014 Est. Cost $98.71 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 1.9%
Value ($000) $4,417 Shares 162,924 Est. Cost $29.94 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 1.8%
Value ($000) $4,321 Shares 50,649 Est. Cost $71.74 Unrealized
VOO VANGUARD S&P 500 ETF 1.8%
Value ($000) $4,292 Shares 22,351 Est. Cost $185.66 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 1.6%
Value ($000) $3,687 Shares 68,231 Est. Cost $52.62 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 1.5%
Value ($000) $3,635 Shares 86,534 Est. Cost $37.84 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 1.4%
Value ($000) $3,232 Shares 36,120 Est. Cost $86.60 Unrealized
VTV VANGUARD VALUE INDEX FUND 1.3%
Value ($000) $3,102 Shares 36,494 Est. Cost $80.95 Unrealized
IJH ISHARES S&P MIDCAP FUND 1.2%
Value ($000) $2,940 Shares 19,682 Est. Cost $143.61 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND 1.2%
Value ($000) $2,908 Shares 40,690 Est. Cost $70.18 Unrealized
WFC WELLS FARGO & CO NEW COM 1.2%
Value ($000) $2,874 Shares 60,769 Est. Cost $34.88 Unrealized +6.7%
SCHP SCHWAB U.S. TIPS ETF 1.2%
Value ($000) $2,868 Shares 50,776 Est. Cost $55.32 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $2,822 Shares 29,566 Est. Cost $22.73 Unrealized -0.5%
ICF ISHARES COHEN & STEERS REIT ETF 1.2%
Value ($000) $2,738 Shares 25,304 Est. Cost $76.45 Unrealized
CVX CHEVRON CORP NEW COM 1.1%
Value ($000) $2,641 Shares 25,240 Est. Cost $60.72 Unrealized +9.9%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 1.0%
Value ($000) $2,472 Shares 29,320 Est. Cost $82.35 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 1.0%
Value ($000) $2,469 Shares 30,465 Est. Cost $80.56 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 1.0%
Value ($000) $2,463 Shares 25,693 Est. Cost $88.24 Unrealized
IVE ISHARES S&P 500 VALUE ETF 1.0%
Value ($000) $2,405 Shares 25,893 Est. Cost $88.91 Unrealized
UNP UNION PAC CORP COM 1.0%
Value ($000) $2,396 Shares 27,509 Est. Cost $66.85 Unrealized +2.1%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 1.0%
Value ($000) $2,238 Shares 43,921 Est. Cost $50.78 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.9%
Value ($000) $2,229 Shares 17,994 Est. Cost $122.89 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.9%
Value ($000) $2,052 Shares 58,269 Est. Cost $40.48 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.9%
Value ($000) $2,047 Shares 41,130 Est. Cost $44.90 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.8%
Value ($000) $1,922 Shares 15,008 Est. Cost $120.76 Unrealized
IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 0.8%
Value ($000) $1,798 Shares 18,467 Est. Cost $93.52 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.7%
Value ($000) $1,728 Shares 15,009 Est. Cost $109.47 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.7%
Value ($000) $1,617 Shares 19,087 Est. Cost $128.11 Unrealized
FISV FISERV INC COM 0.7%
Value ($000) $1,612 Shares 14,918 Est. Cost $43.13 Unrealized +19.3%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.7%
Value ($000) $1,567 Shares 54,413 Est. Cost $31.21 Unrealized
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $1,555 Shares 12,871 Est. Cost $72.21 Unrealized +20.6%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.7%
Value ($000) $1,533 Shares 72,014 Est. Cost $23.71 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.6%
Value ($000) $1,491 Shares 15,269 Est. Cost $97.30 Unrealized -5.3%
IVV ISHARES CORE S&P 500 ETF 0.6%
Value ($000) $1,483 Shares 7,044 Est. Cost $206.16 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $1,463 Shares 10,372 Est. Cost $97.01 Unrealized +17.7%
HD HOME DEPOT 0.6%
Value ($000) $1,420 Shares 11,129 Est. Cost $90.13 Unrealized +16.5%
XOM EXXON MOBIL CORP COM 0.6%
Value ($000) $1,410 Shares 15,093 Est. Cost $50.35 Unrealized +14.9%
EFA ISHARES MSCI EAFE ETF 0.6%
Value ($000) $1,406 Shares 25,194 Est. Cost $63.97 Unrealized
SYK STRYKER CORP COM 0.6%
Value ($000) $1,404 Shares 11,747 Est. Cost $87.54 Unrealized +14.6%
MSFT MICROSOFT CORP COM 0.6%
Value ($000) $1,378 Shares 27,023 Est. Cost $38.84 Unrealized +18.4%
WALGREENS BOOTS ALLIANCE INC COM 0.6%
Value ($000) $1,365 Shares 16,402 Est. Cost $82.52 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.6%
Value ($000) $1,352 Shares 14,840 Est. Cost $64.29 Unrealized +11.6%
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $1,331 Shares 20,524 Est. Cost $23.28 Unrealized +6.2%
MCD MCDONALDS CORP COM 0.6%
Value ($000) $1,330 Shares 11,086 Est. Cost $76.34 Unrealized +29.9%
NKE NIKE INC CLASS B 0.6%
Value ($000) $1,316 Shares 23,842 Est. Cost $53.12 Unrealized -5.3%
IBM INTERNATIONAL BUSINESS MACHS COM 0.6%
Value ($000) $1,298 Shares 8,606 Est. Cost $95.93 Unrealized -0.8%
GM GENERAL MTRS CO COM 0.5%
Value ($000) $1,279 Shares 45,209 Est. Cost $27.18 Unrealized -8.7%
PFE PFIZER INC COM 0.5%
Value ($000) $1,276 Shares 36,303 Est. Cost $20.39 Unrealized +3.3%
SPY SPDR S&P 500 TRUST 0.5%
Value ($000) $1,272 Shares 6,074 Est. Cost $202.34 Unrealized
MA MASTERCARD INC CL A 0.5%
Value ($000) $1,264 Shares 14,173 Est. Cost $88.19 Unrealized +2.4%
DHR DANAHER CORP 0.5%
Value ($000) $1,262 Shares 12,533 Est. Cost $36.09 Unrealized +11.0%
ABBV ABBVIE INC COM 0.5%
Value ($000) $1,253 Shares 20,245 Est. Cost $41.52 Unrealized -1.3%
HON HONEYWELL INTL INC COM 0.5%
Value ($000) $1,246 Shares 10,759 Est. Cost $73.55 Unrealized +14.5%
TIP ISHARES TIPS BOND ETF 0.5%
Value ($000) $1,245 Shares 10,674 Est. Cost $113.06 Unrealized
KMB KIMBERLY CLARK CORP COM 0.5%
Value ($000) $1,231 Shares 9,006 Est. Cost $78.75 Unrealized +19.3%
PEP PEPSICO INC COM 0.5%
Value ($000) $1,227 Shares 11,666 Est. Cost $68.15 Unrealized +13.1%
MMM 3M CO COM 0.5%
Value ($000) $1,217 Shares 6,991 Est. Cost $87.51 Unrealized +17.1%
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $1,213 Shares 21,807 Est. Cost $27.39 Unrealized +14.9%
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $1,208 Shares 14,523 Est. Cost $73.30 Unrealized -14.4%
BLACKROCK INC COM 0.5%
Value ($000) $1,199 Shares 3,517 Est. Cost $303.75 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.5%
Value ($000) $1,180 Shares 24,457 Est. Cost $50.81 Unrealized
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $1,178 Shares 19,045 Est. Cost $48.94 Unrealized -1.3%
BA BOEING CO COM 0.5%
Value ($000) $1,138 Shares 8,820 Est. Cost $122.32 Unrealized -3.1%
SCHH SCHWAB U.S. REIT ETF 0.5%
Value ($000) $1,137 Shares 26,171 Est. Cost $31.56 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.5%
Value ($000) $1,135 Shares 13,310 Est. Cost $74.85 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.5%
Value ($000) $1,113 Shares 24,900 Est. Cost $33.89 Unrealized +2.8%
PG PROCTER & GAMBLE CO COM 0.5%
Value ($000) $1,111 Shares 13,153 Est. Cost $57.35 Unrealized +10.4%
GOOGL GOOGLE INC 0.5%
Value ($000) $1,109 Shares 1,582 Est. Cost $36.73 Unrealized -0.8%
ORCL ORACLE CORP COM 0.5%
Value ($000) $1,096 Shares 26,864 Est. Cost $32.92 Unrealized +5.0%
ECL ECOLAB INC COM 0.5%
Value ($000) $1,091 Shares 9,242 Est. Cost $99.58 Unrealized +5.4%
UNITED TECHNOLOGIES CORP COM 0.5%
Value ($000) $1,086 Shares 10,627 Est. Cost $91.53 Unrealized
EXPRESS SCRIPTS HLDG CO COM 0.5%
Value ($000) $1,076 Shares 14,198 Est. Cost $79.94 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.5%
Value ($000) $1,074 Shares 8,754 Est. Cost $117.18 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.4%
Value ($000) $1,036 Shares 7,013 Est. Cost $151.15 Unrealized -15.4%
GUGGENHEIM MSCI GLOBAL TIMBER ETF 0.4%
Value ($000) $1,008 Shares 44,214 Est. Cost $24.58 Unrealized
SLB SCHLUMBERGER LTD COM 0.4%
Value ($000) $998 Shares 12,674 Est. Cost $58.31 Unrealized -0.1%
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $997 Shares 16,515 Est. Cost $63.42 Unrealized -12.9%
CABELAS INC COM 0.4%
Value ($000) $991 Shares 19,792 Est. Cost $46.66 Unrealized
IP INTL PAPER CO COM 0.4%
Value ($000) $987 Shares 23,514 Est. Cost $26.16 Unrealized +0.5%
STERICYCLE INC COM 0.4%
Value ($000) $965 Shares 9,337 Est. Cost $134.10 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.4%
Value ($000) $946 Shares 28,463 Est. Cost $43.09 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.4%
Value ($000) $946 Shares 8,117 Est. Cost $101.76 Unrealized
MET METLIFE INC COM 0.4%
Value ($000) $933 Shares 23,553 Est. Cost $31.14 Unrealized -9.6%
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 0.4%
Value ($000) $910 Shares 8,574 Est. Cost $105.55 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.4%
Value ($000) $897 Shares 7,945 Est. Cost $101.41 Unrealized
FIRST LONG IS CORP COM 0.4%
Value ($000) $855 Shares 29,814 Est. Cost $28.51 Unrealized
OKE ONEOK INC NEW COM 0.3%
Value ($000) $813 Shares 17,129 Est. Cost $25.47 Unrealized -13.2%
OXY OCCIDENTAL PETE CORP DEL COM 0.3%
Value ($000) $692 Shares 9,177 Est. Cost $51.21 Unrealized +10.8%
VUG VANGUARD GROWTH INDEX FUND 0.3%
Value ($000) $689 Shares 6,426 Est. Cost $93.44 Unrealized
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.3%
Value ($000) $671 Shares 3,989 Est. Cost $150.96 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $651 Shares 3 Est. Cost $195114.45 Unrealized +9.9%
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $648 Shares 5,640 Est. Cost $114.99 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.3%
Value ($000) $611 Shares 3,611 Est. Cost $151.82 Unrealized
TLT ISHARES 20+ YEAR TREASURY BOND ETF 0.3%
Value ($000) $597 Shares 4,302 Est. Cost $101.89 Unrealized
BP BP PLC SPONSORED ADR 0.2%
Value ($000) $551 Shares 15,510 Est. Cost $48.50 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.2%
Value ($000) $540 Shares 4,624 Est. Cost $112.40 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $535 Shares 775 Est. Cost $35.61 Unrealized +0.1%
GENERAL ELECTRIC CO COM 0.2%
Value ($000) $466 Shares 14,796 Est. Cost $28.32 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.2%
Value ($000) $456 Shares 3,962 Est. Cost $108.87 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.2%
Value ($000) $408 Shares 10,410 Est. Cost $15.80 Unrealized +141.5%
AOR ISHARES GROWTH ALLOCATION FUND 0.2%
Value ($000) $407 Shares 10,172 Est. Cost $39.27 Unrealized
AOA ISHARES S&P AGGRESSIVE ALLOCATION FUND 0.2%
Value ($000) $378 Shares 8,246 Est. Cost $45.95 Unrealized
SPDR BARCLAYS HIGH YIELD BOND ETF 0.2%
Value ($000) $366 Shares 10,248 Est. Cost $36.01 Unrealized
META FACEBOOK INC CL A 0.2%
Value ($000) $354 Shares 3,100 Est. Cost $63.93 Unrealized +79.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.1%
Value ($000) $342 Shares 6,916 Est. Cost $48.88 Unrealized
T AT&T INC COM 0.1%
Value ($000) $338 Shares 7,822 Est. Cost $12.24 Unrealized +23.5%
POWERSHARES INTERNATIONAL CORPORATE BOND PORTFOLIO ETF 0.1%
Value ($000) $305 Shares 11,795 Est. Cost $25.99 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.1%
Value ($000) $293 Shares 1,350 Est. Cost $92.81 Unrealized +33.8%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $284 Shares 20,660 Est. Cost $14.08 Unrealized -21.2%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value ($000) $270 Shares 10,065 Est. Cost $21.93 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $265 Shares 9,093 Est. Cost $42.21 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.1%
Value ($000) $264 Shares 3,467 Est. Cost $63.42 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $261 Shares 3,043 Est. Cost $42.80 Unrealized +25.7%
IJR ISHARES S&P SMALL-CAP FUND 0.1%
Value ($000) $257 Shares 2,208 Est. Cost $112.56 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.1%
Value ($000) $228 Shares 4,900 Est. Cost $27.07 Unrealized +20.1%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.1%
Value ($000) $222 Shares 2,520 Est. Cost $86.10 Unrealized
BAC BANK AMER CORP COM 0.1%
Value ($000) $215 Shares 16,237 Est. Cost $12.35 Unrealized -8.2%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $211 Shares 1,640 Est. Cost $120.15 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $207 Shares 4,153 Est. Cost $49.31 Unrealized
LEVEL 3 COMMUNICATIONS INC COM NEW 0.1%
Value ($000) $203 Shares 3,940 Est. Cost $42.34 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $201 Shares 5,846 Est. Cost $41.56 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $194 Shares 1,740 Est. Cost $109.21 Unrealized
GRC GORMAN RUPP CO COM 0.1%
Value ($000) $191 Shares 6,967 Est. Cost $31.96 Unrealized -12.9%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $190 Shares 2,418 Est. Cost $45.71 Unrealized +40.2%
TRMB TRIMBLE NAVIGATION LTD COM 0.1%
Value ($000) $180 Shares 7,400 Est. Cost $31.53 Unrealized -20.6%
O REALTY INCOME CORP COM 0.1%
Value ($000) $155 Shares 2,237 Est. Cost $22.70 Unrealized +70.0%
BUCKEYE PARTNERS L P UNIT LTD PARTN 0.1%
Value ($000) $153 Shares 2,180 Est. Cost $75.97 Unrealized
TC PIPELINES LP UT COM LTD PRT 0.1%
Value ($000) $146 Shares 2,550 Est. Cost $47.84 Unrealized
CAG CONAGRA FOODS INC COM 0.1%
Value ($000) $144 Shares 3,002 Est. Cost $16.29 Unrealized +55.5%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $144 Shares 2,086 Est. Cost $18.24 Unrealized +82.0%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.1%
Value ($000) $143 Shares 2,463 Est. Cost $57.60 Unrealized
SSO PROSHARES ULTRA S&P 500 0.1%
Value ($000) $139 Shares 2,094 Est. Cost $57.31 Unrealized
VTR VENTAS INC COM 0.1%
Value ($000) $136 Shares 1,870 Est. Cost $41.16 Unrealized +5.6%
IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $132 Shares 2,330 Est. Cost $51.93 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $131 Shares 1,475 Est. Cost $47.19 Unrealized +13.6%
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $130 Shares 1,579 Est. Cost $67.92 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $124 Shares 3,225 Est. Cost $50.85 Unrealized
BWX SPDR BARCLAYS CAPITAL INTERNATIONAL TREASURY BOND ETF 0.1%
Value ($000) $121 Shares 2,113 Est. Cost $54.78 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $119 Shares 2,944 Est. Cost $27.57 Unrealized +5.8%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.1%
Value ($000) $119 Shares 4,975 Est. Cost $23.92 Unrealized
VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 0.1%
Value ($000) $118 Shares 1,929 Est. Cost $61.37 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $117 Shares 928 Est. Cost $105.40 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $115 Shares 1,513 Est. Cost $62.00 Unrealized -3.5%
ONEOK PARTNERS LP UNIT LTD PARTN 0.0%
Value ($000) $105 Shares 2,613 Est. Cost $47.94 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $104 Shares 800 Est. Cost $17.28 Unrealized +35.9%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $103 Shares 884 Est. Cost $114.25 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $100 Shares 1,000 Est. Cost $34.21 Unrealized 0.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $98 Shares 1,211 Est. Cost $80.49 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $97 Shares 2,958 Est. Cost $22.16 Unrealized +13.3%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $97 Shares 1,814 Est. Cost $52.90 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $97 Shares 1,681 Est. Cost $38.50 Unrealized +2.6%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $96 Shares 1,035 Est. Cost $93.72 Unrealized
AWR AMERICAN STS WTR CO COM 0.0%
Value ($000) $96 Shares 2,200 Est. Cost $28.26 Unrealized +18.7%
BLACKROCK CORPOR HI YLD FD INC COM 0.0%
Value ($000) $92 Shares 8,857 Est. Cost $12.29 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $89 Shares 1,204 Est. Cost $39.39 Unrealized +28.2%
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $87 Shares 864 Est. Cost $97.33 Unrealized
XMVTX BLACKROCK MUNIVEST FD II INC COM 0.0%
Value ($000) $87 Shares 4,771 Est. Cost $14.88 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $85 Shares 1,290 Est. Cost $65.89 Unrealized
WIP SPDR CITI INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF 0.0%
Value ($000) $84 Shares 1,535 Est. Cost $54.65 Unrealized
CALAMOS STRATEGIC TOTL RETN FD COM SH BEN INT 0.0%
Value ($000) $84 Shares 8,500 Est. Cost $11.18 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $83 Shares 3,200 Est. Cost $22.71 Unrealized -12.4%
D DOMINION RES INC VA NEW COM 0.0%
Value ($000) $82 Shares 1,050 Est. Cost $41.45 Unrealized +15.2%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $81 Shares 1,884 Est. Cost $44.66 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $81 Shares 1,514 Est. Cost $25.27 Unrealized +33.0%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $81 Shares 1,002 Est. Cost $34.39 Unrealized +71.6%
COHEN & STEERS QUALITY RLTY FD COM 0.0%
Value ($000) $79 Shares 5,722 Est. Cost $10.54 Unrealized
AMERIGAS PARTNERS L P UNIT L P INT 0.0%
Value ($000) $79 Shares 1,700 Est. Cost $42.35 Unrealized
E TRADE FINANCIAL CORP COM NEW 0.0%
Value ($000) $76 Shares 3,215 Est. Cost $22.31 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $76 Shares 2,500 Est. Cost $19.11 Unrealized -7.9%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $72 Shares 1,379 Est. Cost $52.94 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $70 Shares 1,680 Est. Cost $41.67 Unrealized
VTI VANGUARD TOTAL STK MKT 0.0%
Value ($000) $70 Shares 651 Est. Cost $103.66 Unrealized
SHM SPDR NUVEEN BARCLAYS SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $69 Shares 1,398 Est. Cost $49.22 Unrealized
SPYV SPDR S&P 500 VALUE ETF 0.0%
Value ($000) $69 Shares 688 Est. Cost $95.80 Unrealized
MDY MIDCAP SPDR TRUST, SERIES 1 0.0%
Value ($000) $68 Shares 249 Est. Cost $262.95 Unrealized
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 0.0%
Value ($000) $67 Shares 1,760 Est. Cost $48.28 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $67 Shares 1,200 Est. Cost $52.97 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $66 Shares 1,463 Est. Cost $29.10 Unrealized +14.5%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $66 Shares 761 Est. Cost $58.21 Unrealized +9.1%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $65 Shares 611 Est. Cost $106.38 Unrealized
IWC ISHARES MICRO-CAP ETF 0.0%
Value ($000) $65 Shares 920 Est. Cost $68.48 Unrealized
HERC HLDGS INC COM 0.0%
Value ($000) $63 Shares 5,650 Est. Cost $11.15 Unrealized
IGOV ISHARES S&P/CITIGROUP INTERNATIONAL TREASURY BOND FUND EX-US 0.0%
Value ($000) $63 Shares 635 Est. Cost $100.70 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $61 Shares 4,850 Est. Cost $8.34 Unrealized -4.9%
BED BATH & BEYOND INC COM 0.0%
Value ($000) $59 Shares 1,375 Est. Cost $57.30 Unrealized
OGS ONE GAS INC COM 0.0%
Value ($000) $59 Shares 887 Est. Cost $35.50 Unrealized +69.8%
ENBRIDGE ENERGY PARTNERS L P COM 0.0%
Value ($000) $59 Shares 2,544 Est. Cost $28.06 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $58 Shares 886 Est. Cost $33.96 Unrealized +29.9%
HANCOCK JOHN PFD INCOME FD II COM 0.0%
Value ($000) $57 Shares 2,500 Est. Cost $20.00 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $57 Shares 3,104 Est. Cost $6.50 Unrealized +19.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $56 Shares 705 Est. Cost $76.22 Unrealized
WT WISDOMTREE INVTS INC COM 0.0%
Value ($000) $56 Shares 5,730 Est. Cost $12.00 Unrealized -8.1%
AEE AMEREN CORP COM 0.0%
Value ($000) $56 Shares 1,050 Est. Cost $26.55 Unrealized +39.7%
EXC EXELON CORP COM 0.0%
Value ($000) $55 Shares 1,500 Est. Cost $14.27 Unrealized +23.7%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $55 Shares 1,272 Est. Cost $44.46 Unrealized -26.2%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $54 Shares 2,881 Est. Cost $18.15 Unrealized -39.9%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $54 Shares 766 Est. Cost $32.31 Unrealized +44.3%
HCP INC COM 0.0%
Value ($000) $53 Shares 1,500 Est. Cost $38.67 Unrealized
STONEMOR PARTNERS L P COM UNITS 0.0%
Value ($000) $52 Shares 2,070 Est. Cost $27.48 Unrealized
COHEN & STEERS REIT & PFD INCM COM 0.0%
Value ($000) $51 Shares 2,505 Est. Cost $17.20 Unrealized
TBF PROSHARES SHORT 20+ YEAR TREASURY 0.0%
Value ($000) $50 Shares 2,379 Est. Cost $22.70 Unrealized
BLACKROCK MUN 2020 TERM TR COM SHS 0.0%
Value ($000) $50 Shares 3,059 Est. Cost $16.40 Unrealized
ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $50 Shares 3,930 Est. Cost $12.09 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $49 Shares 1,094 Est. Cost $42.51 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $48 Shares 872 Est. Cost $48.71 Unrealized
SPECTRA ENERGY CORP COM 0.0%
Value ($000) $47 Shares 1,296 Est. Cost $37.04 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $46 Shares 1,610 Est. Cost $18.95 Unrealized +10.1%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $46 Shares 873 Est. Cost $38.02 Unrealized +9.2%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $45 Shares 475 Est. Cost $64.58 Unrealized +15.4%
PIONEER NAT RES CO COM 0.0%
Value ($000) $45 Shares 300 Est. Cost $145.33 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $45 Shares 440 Est. Cost $49.91 Unrealized +23.0%
WISDOMTREE ASIA LOCAL DEBT FUND 0.0%
Value ($000) $44 Shares 985 Est. Cost $44.76 Unrealized
BLACKROCK ENH CAP & INC FD INC COM 0.0%
Value ($000) $40 Shares 3,000 Est. Cost $14.00 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $40 Shares 717 Est. Cost $63.57 Unrealized
DBEF DEUTSCHE X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $38 Shares 1,529 Est. Cost $26.30 Unrealized
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $38 Shares 149 Est. Cost $110.69 Unrealized +57.4%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $37 Shares 1,622 Est. Cost $22.55 Unrealized
VOD VODAFONE GROUP PLC NEW SPNSR ADR 0.0%
Value ($000) $36 Shares 1,179 Est. Cost $36.00 Unrealized
MMLP MARTIN MIDSTREAM PRTNRS L P UNIT L P INT 0.0%
Value ($000) $36 Shares 1,500 Est. Cost $24.67 Unrealized
EXPO EXPONENT INC COM 0.0%
Value ($000) $35 Shares 600 Est. Cost $19.13 Unrealized +21.8%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $35 Shares 372 Est. Cost $91.35 Unrealized
CELGENE CORP COM 0.0%
Value ($000) $35 Shares 350 Est. Cost $100.00 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $35 Shares 440 Est. Cost $79.55 Unrealized
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $34 Shares 467 Est. Cost $18.91 Unrealized +3.2%
MVV PROSHARES ULTRA MIDCAP 400 0.0%
Value ($000) $34 Shares 440 Est. Cost $65.91 Unrealized
NVDA NVIDIA CORP COM 0.0%
Value ($000) $33 Shares 702 Est. Cost $0.43 Unrealized +134.4%
PCG PG&E CORP COM 0.0%
Value ($000) $33 Shares 513 Est. Cost $39.45 Unrealized +43.3%
IGV ISHARES NORTH AMERICAN TECH-SOFTWARE ETF 0.0%
Value ($000) $33 Shares 316 Est. Cost $95.85 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $33 Shares 50 Est. Cost $56.16 Unrealized +25.3%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $32 Shares 746 Est. Cost $43.01 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $32 Shares 437 Est. Cost $66.36 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $32 Shares 1,793 Est. Cost $15.50 Unrealized
FIRST POTOMAC RLTY TR COM 0.0%
Value ($000) $32 Shares 3,500 Est. Cost $12.86 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $32 Shares 130 Est. Cost $153.28 Unrealized +19.0%
GUGGENHEIM S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $32 Shares 394 Est. Cost $73.60 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $32 Shares 258 Est. Cost $115.12 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $31 Shares 225 Est. Cost $80.03 Unrealized +23.3%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $31 Shares 300 Est. Cost $74.54 Unrealized +11.7%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $30 Shares 713 Est. Cost $40.36 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $30 Shares 1,077 Est. Cost $38.05 Unrealized
DEUTSCHE MULTI-MKT INCOME TR SHS 0.0%
Value ($000) $29 Shares 3,500 Est. Cost $8.86 Unrealized
POWERSHARES QQQ TRUST, SERIES 1 0.0%
Value ($000) $29 Shares 265 Est. Cost $104.12 Unrealized
GUGGENHEIM S&P MIDCAP 400 PURE VALUE ETF 0.0%
Value ($000) $28 Shares 552 Est. Cost $50.72 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $28 Shares 622 Est. Cost $66.16 Unrealized -30.4%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $28 Shares 185 Est. Cost $151.10 Unrealized
CALAMOS CONV OPP AND INC FD SH BEN INT 0.0%
Value ($000) $28 Shares 2,812 Est. Cost $13.93 Unrealized
NATIONAL OILWELL VARCO INC COM 0.0%
Value ($000) $27 Shares 811 Est. Cost $76.43 Unrealized
HOSPITALITY PPTYS TR COM SH BEN INT 0.0%
Value ($000) $27 Shares 950 Est. Cost $28.42 Unrealized
AMZN AMAZON COM INC COM 0.0%
Value ($000) $27 Shares 38 Est. Cost $31.52 Unrealized +7.3%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $27 Shares 259 Est. Cost $96.56 Unrealized
EQIX EQUINIX INC COM PAR $0.001 0.0%
Value ($000) $26 Shares 67 Est. Cost $171.17 Unrealized +69.3%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $26 Shares 318 Est. Cost $78.71 Unrealized
GUGGENHEIM S&P SMALLCAP 600 PURE VALUE ETF 0.0%
Value ($000) $26 Shares 456 Est. Cost $63.60 Unrealized
SUNOCO LOGISTICS PRTNRS L P COM UNITS 0.0%
Value ($000) $25 Shares 862 Est. Cost $35.33 Unrealized
NUSTAR ENERGY LP UNIT COM 0.0%
Value ($000) $25 Shares 500 Est. Cost $58.00 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $25 Shares 226 Est. Cost $111.11 Unrealized
LSAK NET 1 UEPS TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $25 Shares 2,500 Est. Cost $19.00 Unrealized -44.0%
DE DEERE & CO COM 0.0%
Value ($000) $24 Shares 297 Est. Cost $66.88 Unrealized +4.6%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $24 Shares 150 Est. Cost $124.01 Unrealized +3.2%
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 0.0%
Value ($000) $24 Shares 304 Est. Cost $78.75 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $24 Shares 456 Est. Cost $49.01 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $23 Shares 254 Est. Cost $86.46 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $23 Shares 693 Est. Cost $42.23 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $23 Shares 201 Est. Cost $92.42 Unrealized +3.3%
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $23 Shares 710 Est. Cost $33.80 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $23 Shares 300 Est. Cost $44.57 Unrealized +11.1%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $22 Shares 200 Est. Cost $68.40 Unrealized +26.5%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $22 Shares 445 Est. Cost $51.69 Unrealized
AOM ISHARES MODERATE ALLOCATION FUND 0.0%
Value ($000) $22 Shares 619 Est. Cost $35.54 Unrealized
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $21 Shares 160 Est. Cost $91.98 Unrealized +17.6%
FR FIRST INDUSTRIAL REALTY TRUST COM 0.0%
Value ($000) $21 Shares 750 Est. Cost $18.67 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $21 Shares 396 Est. Cost $26.95 Unrealized -4.8%
SUNTRUST BKS INC COM 0.0%
Value ($000) $21 Shares 520 Est. Cost $40.38 Unrealized
ISHARES MSCI FRONTIER 100 FUND 0.0%
Value ($000) $20 Shares 824 Est. Cost $36.41 Unrealized
EATON VANCE SR FLTNG RTE TR COM 0.0%
Value ($000) $20 Shares 1,500 Est. Cost $15.18 Unrealized
DU PONT E I DE NEMOURS & CO COM 0.0%
Value ($000) $20 Shares 310 Est. Cost $57.93 Unrealized
TSLA TESLA MTRS INC COM 0.0%
Value ($000) $20 Shares 92 Est. Cost $14.96 Unrealized +1.3%
BLACKROCK FLOATING RATE INCOME COM 0.0%
Value ($000) $19 Shares 1,500 Est. Cost $14.00 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value ($000) $19 Shares 804 Est. Cost $23.63 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $19 Shares 191 Est. Cost $104.72 Unrealized
DOW CHEM CO COM 0.0%
Value ($000) $19 Shares 390 Est. Cost $48.72 Unrealized
WESTERN GAS PARTNERS LP COM UNIT LP IN 0.0%
Value ($000) $18 Shares 360 Est. Cost $58.35 Unrealized
SPECTRA ENERGY PARTNERS LP COM 0.0%
Value ($000) $18 Shares 375 Est. Cost $46.12 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $33.76 Unrealized +19.0%
ALLIANCEBERNSTEIN GBL HGH INCM COM 0.0%
Value ($000) $18 Shares 1,500 Est. Cost $14.67 Unrealized
TEXAS PAC LD TR SUB CTF PROP I T 0.0%
Value ($000) $17 Shares 100 Est. Cost $130.00 Unrealized
FTA FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUND 0.0%
Value ($000) $17 Shares 425 Est. Cost $41.77 Unrealized
MICHAEL KORS HLDGS LTD SHS 0.0%
Value ($000) $17 Shares 350 Est. Cost $42.86 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $17 Shares 133 Est. Cost $135.34 Unrealized
ISHG ISHARES S&P/CITIGROUP 1-3 YEAR INTERNATIONAL TREASURY BOND FUND 0.0%
Value ($000) $17 Shares 206 Est. Cost $82.52 Unrealized
EATON VANCE LTD DUR INCOME FD COM 0.0%
Value ($000) $17 Shares 1,250 Est. Cost $15.20 Unrealized
STAGE STORES INC COM NEW 0.0%
Value ($000) $16 Shares 3,300 Est. Cost $9.70 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $16 Shares 217 Est. Cost $47.90 Unrealized +18.8%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $16 Shares 220 Est. Cost $37.01 Unrealized +22.8%
VMI VALMONT INDS INC COM 0.0%
Value ($000) $16 Shares 115 Est. Cost $147.92 Unrealized -10.6%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $16 Shares 295 Est. Cost $44.46 Unrealized -9.4%
ENLINK MIDSTREAM LLC COM UNIT REP LTD 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $39.63 Unrealized
POST PPTYS INC COM 0.0%
Value ($000) $16 Shares 267 Est. Cost $49.91 Unrealized
NEAR ISHARES SHORT MATURITY BOND ETF 0.0%
Value ($000) $16 Shares 316 Est. Cost $50.63 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $16 Shares 100 Est. Cost $118.66 Unrealized +14.2%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $16 Shares 197 Est. Cost $54.35 Unrealized +4.3%
TESORO LOGISTICS LP COM UNIT LP 0.0%
Value ($000) $16 Shares 323 Est. Cost $54.93 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $15 Shares 149 Est. Cost $68.54 Unrealized +7.1%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $15 Shares 377 Est. Cost $33.47 Unrealized -12.5%
ROCKWELL COLLINS INC COM 0.0%
Value ($000) $15 Shares 181 Est. Cost $82.87 Unrealized
BLACKROCK LTD DURATION INC TR COM SHS 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $17.00 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UT LTD PTN 0.0%
Value ($000) $15 Shares 1,010 Est. Cost $38.12 Unrealized
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $15 Shares 123 Est. Cost $100.66 Unrealized +3.9%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $15 Shares 378 Est. Cost $44.41 Unrealized
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $14 Shares 300 Est. Cost $61.43 Unrealized -37.2%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $14 Shares 321 Est. Cost $30.83 Unrealized -2.7%
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $13 Shares 622 Est. Cost $20.09 Unrealized -40.5%
ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $13 Shares 836 Est. Cost $15.55 Unrealized
ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $12 Shares 1,071 Est. Cost $10.95 Unrealized
CARE CAP PPTYS INC COM 0.0%
Value ($000) $12 Shares 462 Est. Cost $30.80 Unrealized
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 0.0%
Value ($000) $12 Shares 215 Est. Cost $63.79 Unrealized
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 0.0%
Value ($000) $11 Shares 330 Est. Cost $38.71 Unrealized
NOBL PROSHARES S&P 500 ARISTOCRATS ETF 0.0%
Value ($000) $11 Shares 199 Est. Cost $50.51 Unrealized
NEW YORK CMNTY BANCORP INC COM 0.0%
Value ($000) $11 Shares 764 Est. Cost $16.09 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 0.0%
Value ($000) $11 Shares 204 Est. Cost $52.89 Unrealized
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.0%
Value ($000) $11 Shares 454 Est. Cost $31.68 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $10 Shares 120 Est. Cost $81.99 Unrealized
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $10 Shares 330 Est. Cost $27.29 Unrealized -21.9%
CHICAGO BRIDGE & IRON CO N V COM 0.0%
Value ($000) $10 Shares 303 Est. Cost $43.33 Unrealized
HCA HCA HOLDINGS INC COM 0.0%
Value ($000) $10 Shares 125 Est. Cost $46.26 Unrealized +58.6%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $10 Shares 60 Est. Cost $183.33 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $10 Shares 221 Est. Cost $42.07 Unrealized +2.7%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $10 Shares 91 Est. Cost $111.10 Unrealized
RITM NEW RESIDENTIAL INVT CORP COM NEW 0.0%
Value ($000) $10 Shares 700 Est. Cost $5.71 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $10 Shares 792 Est. Cost $9.12 Unrealized -0.7%
NUE NUCOR CORP COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $38.00 Unrealized +3.0%
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.0%
Value ($000) $9 Shares 79 Est. Cost $115.85 Unrealized
FLAHERTY&CRMN PFD SEC INCOM FD COM 0.0%
Value ($000) $9 Shares 414 Est. Cost $19.32 Unrealized
GEL GENESIS ENERGY L P UNIT LTD PARTN 0.0%
Value ($000) $9 Shares 245 Est. Cost $41.35 Unrealized
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.0%
Value ($000) $9 Shares 283 Est. Cost $31.80 Unrealized
LUMBER LIQUIDATORS HLDGS INC COM 0.0%
Value ($000) $9 Shares 600 Est. Cost $12.86 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $8 Shares 132 Est. Cost $51.98 Unrealized -4.2%
UNITED STATES OIL FUND, LP 0.0%
Value ($000) $8 Shares 680 Est. Cost $10.29 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $8 Shares 207 Est. Cost $31.84 Unrealized +4.7%
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 0.0%
Value ($000) $8 Shares 299 Est. Cost $30.10 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $8 Shares 188 Est. Cost $42.55 Unrealized
TALLGRASS ENERGY PARTNERS LP COM UNIT 0.0%
Value ($000) $8 Shares 166 Est. Cost $48.19 Unrealized
OC OWENS CORNING NEW COM 0.0%
Value ($000) $8 Shares 150 Est. Cost $45.79 Unrealized +8.8%
WU WESTERN UN CO COM 0.0%
Value ($000) $8 Shares 400 Est. Cost $20.00 Unrealized
CPA COPA HOLDINGS SA CL A 0.0%
Value ($000) $8 Shares 150 Est. Cost $42.39 Unrealized +3.7%
HAS HASBRO INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $41.19 Unrealized +48.8%
LIFELOCK INC COM 0.0%
Value ($000) $8 Shares 500 Est. Cost $14.00 Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $7 Shares 344 Est. Cost $14.58 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $7 Shares 180 Est. Cost $31.06 Unrealized -4.9%
FHN FIRST HORIZON NATL CORP COM 0.0%
Value ($000) $7 Shares 475 Est. Cost $8.27 Unrealized +20.8%
IBND SPDR BARCLAYS INTERNATIONAL CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 216 Est. Cost $32.41 Unrealized
ATLANTIC PWR CORP COM NEW 0.0%
Value ($000) $7 Shares 3,000 Est. Cost $3.00 Unrealized
BB&T CORP COM 0.0%
Value ($000) $7 Shares 186 Est. Cost $39.99 Unrealized
VERIFONE SYS INC COM 0.0%
Value ($000) $7 Shares 400 Est. Cost $33.41 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $7 Shares 106 Est. Cost $41.54 Unrealized +30.2%
EEMV ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 0.0%
Value ($000) $7 Shares 138 Est. Cost $50.72 Unrealized
ENERGOUS CORP COM 0.0%
Value ($000) $6 Shares 500 Est. Cost $10.00 Unrealized
VALERO ENERGY PARTNERS LP COM UNT REP LP 0.0%
Value ($000) $6 Shares 126 Est. Cost $49.09 Unrealized
LNN LINDSAY CORP COM 0.0%
Value ($000) $6 Shares 91 Est. Cost $72.79 Unrealized -13.1%
SILVER BAY RLTY TR CORP COM 0.0%
Value ($000) $6 Shares 339 Est. Cost $14.88 Unrealized
PRICELINE GRP INC COM NEW 0.0%
Value ($000) $6 Shares 5 Est. Cost $1244.44 Unrealized
ARCC ARES CAP CORP COM 0.0%
Value ($000) $6 Shares 422 Est. Cost $5.73 Unrealized +3.6%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $49.06 Unrealized -5.3%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $6 Shares 91 Est. Cost $39.71 Unrealized +15.0%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $6 Shares 79 Est. Cost $50.47 Unrealized -3.0%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $6 Shares 178 Est. Cost $33.71 Unrealized
TWENTY FIRST CENTY FOX INC CL A 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
PENNEY J C INC COM 0.0%
Value ($000) $5 Shares 524 Est. Cost $8.75 Unrealized
GPRO GOPRO INC CL A 0.0%
Value ($000) $5 Shares 450 Est. Cost $54.30 Unrealized -79.6%
ALLERGAN PLC SHS 0.0%
Value ($000) $5 Shares 20 Est. Cost $300.00 Unrealized
LIND LINDBLAD EXPEDITIONS HLDGS IN COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.57 Unrealized -7.3%
8POINT3 ENERGY PARTNERS LP CL A RPT LTDPT 0.0%
Value ($000) $5 Shares 300 Est. Cost $20.00 Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $5 Shares 650 Est. Cost $7.69 Unrealized
CONSOL ENERGY INC COM 0.0%
Value ($000) $5 Shares 342 Est. Cost $17.97 Unrealized
LFVN LIFEVANTAGE CORP COM NEW 0.0%
Value ($000) $5 Shares 343 Est. Cost $7.55 Unrealized +50.5%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $4 Shares 53 Est. Cost $51.52 Unrealized +15.8%
AFL AFLAC INC COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $24.22 Unrealized +12.6%
IOSP INNOSPEC INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $48.12 Unrealized -13.7%
WESTERN GAS EQUITY PARTNERS LP COMUNT LTD PT 0.0%
Value ($000) $4 Shares 115 Est. Cost $60.87 Unrealized
PFG PRINCIPAL FINL GROUP INC COM 0.0%
Value ($000) $4 Shares 105 Est. Cost $29.75 Unrealized -1.0%
BBY BEST BUY INC COM 0.0%
Value ($000) $4 Shares 124 Est. Cost $20.93 Unrealized +7.0%
TGT TARGET CORP COM 0.0%
Value ($000) $4 Shares 63 Est. Cost $46.62 Unrealized +20.4%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.31 Unrealized +3.4%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $4 Shares 43 Est. Cost $71.41 Unrealized -2.4%
EATON VANCE RISK MNGD DIV EQTY COM 0.0%
Value ($000) $4 Shares 403 Est. Cost $10.20 Unrealized
AGG ISHARES AGGREGATE BOND ETF 0.0%
Value ($000) $4 Shares 39 Est. Cost $102.56 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $69.99 Unrealized -9.6%
ORBITAL ATK INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
AVT AVNET INC COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $34.24 Unrealized -2.3%
SUPERIOR ENERGY SVCS INC COM 0.0%
Value ($000) $3 Shares 156 Est. Cost $33.07 Unrealized
ALCOA INC COM 0.0%
Value ($000) $3 Shares 346 Est. Cost $10.19 Unrealized
VISTA OUTDOOR INC COM 0.0%
Value ($000) $3 Shares 60 Est. Cost $50.00 Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $20.25 Unrealized -4.0%
KELLOGG CO COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $41.75 Unrealized +22.0%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $3 Shares 32 Est. Cost $93.75 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $3 Shares 47 Est. Cost $73.93 Unrealized -24.9%
SPDR S&P RUSSIA ETF 0.0%
Value ($000) $3 Shares 195 Est. Cost $15.38 Unrealized
TBT PROSHARES ULTRASHORT 20+ YEAR TREASURY 0.0%
Value ($000) $3 Shares 87 Est. Cost $34.48 Unrealized
GTN GRAY TELEVISION INC COM 0.0%
Value ($000) $3 Shares 300 Est. Cost $12.31 Unrealized -4.2%
ISHARES IBONDS SEP 2017 TERM MUNI BOND ETF 0.0%
Value ($000) $3 Shares 92 Est. Cost $48.91 Unrealized
AMBA AMBARELLA INC SHS 0.0%
Value ($000) $3 Shares 50 Est. Cost $56.36 Unrealized -21.6%
INTU INTUIT COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $89.36 Unrealized +8.8%
RIG TRANSOCEAN LTD REG SHS 0.0%
Value ($000) $3 Shares 265 Est. Cost $14.42 Unrealized -29.1%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $3 Shares 110 Est. Cost $24.15 Unrealized -20.9%
DOMINION MIDSTREAM PARTNERS LP COM UT REP LTD 0.0%
Value ($000) $3 Shares 121 Est. Cost $41.32 Unrealized
WHITING PETE CORP NEW COM 0.0%
Value ($000) $3 Shares 325 Est. Cost $62.59 Unrealized
TASER INTL INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD ADR 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
GOGO GOGO INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $17.01 Unrealized -41.5%
CALIFORNIA RES CORP COM NEW 0.0%
Value ($000) $2 Shares 124 Est. Cost $16.13 Unrealized
PENGROWTH ENERGY CORP COM 0.0%
Value ($000) $2 Shares 860 Est. Cost $4.88 Unrealized
DON WISDOMTREE MIDCAP DIVIDEND FUND 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
RED HAT INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
FIREEYE INC COM 0.0%
Value ($000) $2 Shares 120 Est. Cost $41.67 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
USL UNITED STATES 12 MONTH OIL FUND, LP 0.0%
Value ($000) $2 Shares 129 Est. Cost $15.50 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
GDOT GREEN DOT CORP CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.13 Unrealized +0.6%
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $27.53 Unrealized +21.4%
COLUMBIA PIPELINE PARTNERS LP COM UT REPSTG 0.0%
Value ($000) $2 Shares 129 Est. Cost $20.07 Unrealized
ABRAXAS PETE CORP COM 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $1.00 Unrealized
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 0.0%
Value ($000) $2 Shares 55 Est. Cost $36.36 Unrealized
GOLDCORP INC NEW COM 0.0%
Value ($000) $2 Shares 104 Est. Cost $29.41 Unrealized
EQT GP HLDGS LP COM UNIT REP 0.0%
Value ($000) $2 Shares 74 Est. Cost $40.54 Unrealized
ACWI ISHARES TR MSCI ACWIINDEX FD 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $98.06 Unrealized +7.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $2 Shares 54 Est. Cost $37.04 Unrealized
PLAINS GP HLDGS L P SHS A REP LTPN 0.0%
Value ($000) $2 Shares 202 Est. Cost $9.90 Unrealized
GENERAL MTRS CO WT EXP 071019 0.0%
Value ($000) $1 Shares 78 Est. Cost $12.82 Unrealized
GENERAL MTRS CO WT EXP 071016 0.0%
Value ($000) $1 Shares 78 Est. Cost $25.64 Unrealized
BUNGE LIMITED COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
E M C CORP MASS COM 0.0%
Value ($000) $1 Shares 53 Est. Cost $19.59 Unrealized
NEW MEDIA INVT GROUP INC COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $20.00 Unrealized
BJRI BJS RESTAURANTS INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $42.60 Unrealized +1.1%
WESTPORT FUEL SYSTEMS INC COM NEW 0.0%
Value ($000) $1 Shares 380 Est. Cost $14.58 Unrealized
HANSEN MEDICAL INC COM NEW 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
RMR RMR GROUP INC CL A 0.0%
Value ($000) $1 Shares 15 Est. Cost $7.12 Unrealized +100.8%
TIME WARNER INC COM NEW 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $116.65 Unrealized
NABORS INDUSTRIES LTD SHS 0.0%
Value ($000) $1 Shares 105 Est. Cost $19.80 Unrealized
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $1 Shares 50 Est. Cost $40.00 Unrealized
COMMUNICATIONS SALES&LEAS INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost Unrealized
WP GLIMCHER IN COM 0.0%
Value ($000) $1 Shares 103 Est. Cost $15.23 Unrealized
NEWCASTLE INVT CORP NEW COM PAR $0.01 0.0%
Value ($000) $1 Shares 232 Est. Cost $12.88 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $40.00 Unrealized
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $74.59 Unrealized -80.6%
REGAL ENTMT GROUP CL A 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
CLOVIS ONCOLOGY INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $40.00 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $1 Shares 17 Est. Cost $31.24 Unrealized +5.9%
WPX ENERGY INC COM 0.0%
Value ($000) $1 Shares 66 Est. Cost $15.15 Unrealized
QUESTAR CORP COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
EAT BRINKER INTL INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.39 Unrealized -4.1%
TIME INC NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
DNOW NOW INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $33.70 Unrealized -47.9%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $35.20 Unrealized +8.4%
BROADCOM LTD SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
ENDOCHOICE HLDGS INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.00 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $7.40 Unrealized -12.4%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $214.89 Unrealized 0.0%
WINDSTREAM HLDGS INC COM NEW 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
SUNEDISON INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
LINN ENERGY LLC UNIT LTD LIAB 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $27.34 Unrealized
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $23.52 Unrealized -23.0%
TRAVELCENTERS AMER LLC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $10.53 Unrealized
ANADARKO PETE CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
AMERICAN INTL GROUP INC WT EXP 011921 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
PERNIX THERAPEUTICS HLDGS INC COM 0.0%
Value ($000) $0 Shares 700 Est. Cost $5.71 Unrealized