Hedeker Wealth, LLC Diversified Active

CIK: 0001633910 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 18, 2016

Total Value ($000): $1,930,197 (100.0% shares, 0.0% debt)

Holdings (169)

KEY KEYCORP COM 9.3%
Value ($000) $180,057 Shares 2,191 Est. Cost $7.99 Unrealized +1.3%
BAC BANK OF AMERICA CORP COM 7.5%
Value ($000) $144,089 Shares 2,254 Est. Cost $13.15 Unrealized -8.2%
GENERAL ELECTRIC CO COM 4.2%
Value ($000) $81,456 Shares 2,412 Est. Cost $31.48 Unrealized
PFE PFIZER INC COM 3.7%
Value ($000) $70,555 Shares 2,389 Est. Cost $21.05 Unrealized +5.7%
CMS CMS ENERGY CORP COM 3.4%
Value ($000) $66,431 Shares 2,790 Est. Cost $31.62 Unrealized +4.7%
ABT ABBOTT LABS COM 3.4%
Value ($000) $65,847 Shares 2,784 Est. Cost $34.43 Unrealized +4.9%
MSFT MICROSOFT CORP COM 2.9%
Value ($000) $56,074 Shares 3,229 Est. Cost $45.98 Unrealized +9.4%
CSCO CISCO SYSTEMS INC COM 2.8%
Value ($000) $53,531 Shares 1,698 Est. Cost $20.86 Unrealized +10.6%
INTC INTEL CORP COM 2.7%
Value ($000) $52,018 Shares 1,963 Est. Cost $25.11 Unrealized +14.0%
VZ VERIZON COMMUNICATIONS COM 2.4%
Value ($000) $45,425 Shares 2,361 Est. Cost $31.47 Unrealized +4.5%
KO COCA COLA CO COM 2.3%
Value ($000) $44,376 Shares 1,877 Est. Cost $30.99 Unrealized +5.0%
TROW PRICE T ROWE GROUP INC COM 2.2%
Value ($000) $41,807 Shares 2,780 Est. Cost $52.40 Unrealized -5.7%
ORCL ORACLE CORP COM 2.2%
Value ($000) $41,610 Shares 12,118 Est. Cost $34.30 Unrealized +3.3%
NIELSEN HOLDINGS PLC COM 1.9%
Value ($000) $37,039 Shares 1,984 Est. Cost $51.96 Unrealized
PLD PROLOGIS COM 1.8%
Value ($000) $35,625 Shares 1,907 Est. Cost $35.71 Unrealized +13.2%
CMCSA COMCAST CORP COM CL A 1.8%
Value ($000) $35,324 Shares 2,343 Est. Cost $24.72 Unrealized +7.6%
AAPL APPLE INC COM 1.8%
Value ($000) $34,770 Shares 3,930 Est. Cost $24.05 Unrealized +0.7%
JPM JP MORGAN CHASE & CO COM 1.7%
Value ($000) $32,683 Shares 2,176 Est. Cost $44.69 Unrealized +13.8%
VFC V F CORP COM 1.6%
Value ($000) $30,947 Shares 1,734 Est. Cost $59.14 Unrealized -2.4%
ABBV ABBVIE INC COM 1.5%
Value ($000) $29,563 Shares 1,864 Est. Cost $40.24 Unrealized +9.1%
KR KROGER CO COM 1.5%
Value ($000) $29,447 Shares 873 Est. Cost $29.55 Unrealized -7.3%
BRK/B BERKSHIRE HATHAWAY 1.4%
Value ($000) $26,180 Shares 7,356 Est. Cost $144.34 Unrealized +1.3%
SBUX STARBUCKS CORP COM 1.4%
Value ($000) $26,108 Shares 1,413 Est. Cost $46.45 Unrealized -1.3%
EQR EQUITY RESIDENTIAL COM 1.3%
Value ($000) $25,211 Shares 1,621 Est. Cost $46.36 Unrealized -1.8%
BMY BRISTOL-MYERS SQUIBB CM 1.3%
Value ($000) $24,947 Shares 1,345 Est. Cost $49.24 Unrealized -6.3%
XOM EXXON MOBIL CORPORATION COM 1.3%
Value ($000) $24,944 Shares 2,177 Est. Cost $57.08 Unrealized +2.6%
HAL HALLIBURTON CO COM 1.2%
Value ($000) $23,708 Shares 1,064 Est. Cost $39.12 Unrealized -7.0%
APH AMPHENOL CORP CM NEW 1.2%
Value ($000) $23,294 Shares 1,512 Est. Cost $13.13 Unrealized +5.9%
DHR DANAHER CORP DEL COM 1.2%
Value ($000) $22,280 Shares 1,746 Est. Cost $40.08 Unrealized +67.8%
QCOM QUALCOMM INC COM 1.1%
Value ($000) $22,157 Shares 1,517 Est. Cost $40.28 Unrealized +16.5%
PEP PEPSICO INC COM 1.1%
Value ($000) $21,811 Shares 4,349 Est. Cost $76.34 Unrealized +6.2%
DVN DEVON ENERGY CORPORATION COMMON 1.1%
Value ($000) $21,772 Shares 960 Est. Cost $23.84 Unrealized +19.9%
V VISA INC 1.1%
Value ($000) $21,178 Shares 9,727 Est. Cost $68.72 Unrealized +9.1%
MDT MEDTRONIC PLC COM 1.1%
Value ($000) $20,653 Shares 1,784 Est. Cost $63.51 Unrealized +8.3%
MMM 3M CO COM 1.0%
Value ($000) $19,816 Shares 3,492 Est. Cost $102.46 Unrealized +6.6%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $19,595 Shares 5,677 Est. Cost $84.90 Unrealized +10.2%
WFC WELLS FARGO & CO COM 1.0%
Value ($000) $18,940 Shares 11,258 Est. Cost $39.73 Unrealized -7.3%
CVX CHEVRON CORP COM 1.0%
Value ($000) $18,583 Shares 1,912 Est. Cost $66.76 Unrealized +2.6%
SLB SCHLUMBERGER LTD COM 0.9%
Value ($000) $17,496 Shares 1,375 Est. Cost $66.63 Unrealized -9.0%
WM WASTE MANAGEMENT INC COM 0.9%
Value ($000) $17,162 Shares 1,094 Est. Cost $50.66 Unrealized +8.9%
UNP UNION PAC CORP COM 0.9%
Value ($000) $16,899 Shares 6,204 Est. Cost $69.47 Unrealized +9.3%
META FACEBOOK INC COM 0.9%
Value ($000) $16,496 Shares 2,115 Est. Cost $114.43 Unrealized +7.7%
PRAXAIR INC CM 0.8%
Value ($000) $15,643 Shares 1,890 Est. Cost $112.29 Unrealized
CVS CVS HEALTH CORPORATION COM 0.8%
Value ($000) $15,300 Shares 1,361 Est. Cost $66.15 Unrealized +7.2%
BLACKROCK DEBT STRAT FD INC COM 0.8%
Value ($000) $15,110 Shares 55 Est. Cost $3.46 Unrealized
ECL ECOLAB INC COM 0.7%
Value ($000) $14,470 Shares 1,761 Est. Cost $104.92 Unrealized +3.9%
L BRANDS INC COM 0.7%
Value ($000) $13,555 Shares 959 Est. Cost $67.04 Unrealized
HD HOME DEPOT INC COM 0.6%
Value ($000) $10,994 Shares 1,414 Est. Cost $104.97 Unrealized +1.3%
SDY SPDR S&P HI YLD DIV ARISTOCRATS IDX 0.5%
Value ($000) $9,578 Shares 808 Est. Cost $83.86 Unrealized
BWX SPDR BARCLAYS INTERN TREASURY BD ET 0.3%
Value ($000) $6,680 Shares 192 Est. Cost $55.72 Unrealized
MFS INTER INCOME TR SH BEN INT 0.3%
Value ($000) $6,050 Shares 27 Est. Cost $224074.08 Unrealized
NY COMM CAP TR V 6.0% PFD 11-01-51 SER CONV 0.3%
Value ($000) $6,000 Shares 300 Est. Cost $20000.00 Unrealized
MFS CHARTER INCOME TR SH BEN INT 0.3%
Value ($000) $5,375 Shares 46 Est. Cost $116847.83 Unrealized
MFS MULTIMARKET INCOME TR SH BEN INT 0.3%
Value ($000) $5,090 Shares 30 Est. Cost $169666.67 Unrealized
SPYD SPDR SERIES TRUST S&P HIGH DIVIDEND ETF 0.3%
Value ($000) $4,997 Shares 171 Est. Cost $33.49 Unrealized
ALLERGAN PLC COM 0.3%
Value ($000) $4,900 Shares 1,128 Est. Cost $230.98 Unrealized
IYR ISHARES US REAL ESTATE ETF 0.2%
Value ($000) $4,543 Shares 366 Est. Cost $82.31 Unrealized
PRUDENTIAL GLB SHT DUR HG YLD COM 0.2%
Value ($000) $4,490 Shares 67 Est. Cost $67014.92 Unrealized
ORLY O'REILLY AUTOMOTIVE INC COM 0.2%
Value ($000) $4,143 Shares 1,160 Est. Cost $17.68 Unrealized +6.0%
SPMB SPDR BARCLAYS MTG BACKED BOND ETF 0.2%
Value ($000) $3,760 Shares 102 Est. Cost $36862.75 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $3,717 Shares 489 Est. Cost $111.52 Unrealized +8.3%
DE DEERE & CO COM 0.2%
Value ($000) $3,654 Shares 311 Est. Cost $65.04 Unrealized +8.1%
UPS UNITED PARCEL SERVICE CL B 0.2%
Value ($000) $3,650 Shares 399 Est. Cost $70.53 Unrealized +9.5%
SPDR BARCLAYS HIGH YIELD BOND ETF 0.2%
Value ($000) $3,402 Shares 124 Est. Cost $27435.48 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.2%
Value ($000) $3,031 Shares 378 Est. Cost $116.81 Unrealized
POWERSHARES EMERGING MARKETS SOV DEB PORT 0.2%
Value ($000) $3,008 Shares 33,306 Est. Cost $28.04 Unrealized
POWERSHARES FUNDAM HIGH YIELD CORP BOND PO 0.2%
Value ($000) $3,000 Shares 56 Est. Cost $53571.43 Unrealized
LLY ELI LILLY & CO COM 0.2%
Value ($000) $3,000 Shares 240 Est. Cost $55.19 Unrealized +24.3%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.2%
Value ($000) $2,972 Shares 395 Est. Cost $127.89 Unrealized
LQD ISHARES IBOXX $ INVMNT GRD CORP BD ETF 0.1%
Value ($000) $2,750 Shares 338 Est. Cost $122.68 Unrealized
LGLV SPDR SERIES TRUST RUSSELL 1000 LOW VOL ETF 0.1%
Value ($000) $2,688 Shares 213 Est. Cost $79.63 Unrealized
DISCOVER FINANCIAL S 0.1%
Value ($000) $2,496 Shares 3,600 Est. Cost $53.55 Unrealized
GOOGL ALPHABET INC CL A 0.1%
Value ($000) $2,437 Shares 2,200 Est. Cost $36.66 Unrealized +5.9%
IYM ISHARES US BASIC MATERIALS ETF 0.1%
Value ($000) $2,390 Shares 188 Est. Cost $75.92 Unrealized
BLACKROCK FLOATING RT INC FD COM 0.1%
Value ($000) $2,340 Shares 32 Est. Cost $73125.00 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.1%
Value ($000) $2,240 Shares 251 Est. Cost $8924.30 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $2,237 Shares 180 Est. Cost $76.19 Unrealized
GOOG ALPHABET INC CLASS C 0.1%
Value ($000) $2,232 Shares 1,870 Est. Cost $35.61 Unrealized +5.8%
AMZN AMAZON.COM INC COM 0.1%
Value ($000) $2,227 Shares 1,864 Est. Cost $35.31 Unrealized +8.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $2,140 Shares 1,531 Est. Cost $63.80 Unrealized -11.7%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $1,992 Shares 348 Est. Cost $5724.14 Unrealized
KMI KINDER MORGAN INC COM 0.1%
Value ($000) $1,944 Shares 44 Est. Cost $10.91 Unrealized +19.7%
BLACKROCK FLT RT INCOME TRUST CLOSED-END FUND 0.1%
Value ($000) $1,905 Shares 25 Est. Cost $76200.00 Unrealized
M D C HLDGS INC COM 0.1%
Value ($000) $1,903 Shares 49 Est. Cost $38836.73 Unrealized
EATON VANCE SHRT DUR DIV INC COM 0.1%
Value ($000) $1,855 Shares 25 Est. Cost $74200.00 Unrealized
ARES DYNAMIC CR ALLOCATION FD COM 0.1%
Value ($000) $1,790 Shares 26 Est. Cost $68846.16 Unrealized
SPY SPDR TR S&P 500 ETF TR 0.1%
Value ($000) $1,700 Shares 367 Est. Cost $209.26 Unrealized
BROOKFIELD MORTGAGE OPP INC FD INC COM 0.1%
Value ($000) $1,615 Shares 24 Est. Cost $67291.66 Unrealized
HYG ISHARES IBOXX $ HI YIELD CORP BND ETF 0.1%
Value ($000) $1,555 Shares 135 Est. Cost $11518.52 Unrealized
BK BANK OF NEW YORK MELLON CORP COM 0.1%
Value ($000) $1,555 Shares 62 Est. Cost $29.75 Unrealized +5.2%
FIRST TRUST SENIOR FLOATING RT INC FUND II 0.1%
Value ($000) $1,505 Shares 20 Est. Cost $75250.00 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,443 Shares 179 Est. Cost $8061.45 Unrealized
DIS WALT DISNEY CO COM 0.1%
Value ($000) $1,398 Shares 129 Est. Cost $81.30 Unrealized +9.3%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $1,389 Shares 392 Est. Cost $271.83 Unrealized
BARINGS GLBL SHORT DUR HGH YLD FD 0.1%
Value ($000) $1,340 Shares 24 Est. Cost $55833.33 Unrealized
ITC HOLDINGS CORP 0.1%
Value ($000) $1,338 Shares 28,800 Est. Cost $39.46 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $1,215 Shares 166 Est. Cost $7319.28 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $1,210 Shares 4,671 Est. Cost $51.65 Unrealized +9.7%
TCF FINANCIAL CORPORATION CM 0.1%
Value ($000) $1,200 Shares 17 Est. Cost $70588.23 Unrealized
FRANKLIN LTD DURTN INC TR REIT 0.1%
Value ($000) $1,165 Shares 14 Est. Cost $83214.29 Unrealized
IEF ISHARES 7-10 YR TREASURY BND ETF 0.1%
Value ($000) $1,113 Shares 124 Est. Cost $8975.81 Unrealized
TLT ISHARES 20+ YR TREASURY BND ETF 0.1%
Value ($000) $1,070 Shares 147 Est. Cost $138.43 Unrealized
WELLS FARGO MULTI-SECTOR INCOME FUND 0.1%
Value ($000) $1,060 Shares 13 Est. Cost $81538.46 Unrealized
AON PLC CLASS A ORD B5BT0K0 0.1%
Value ($000) $1,028 Shares 115 Est. Cost $91.70 Unrealized
TEMPLETON GLOBAL INCOME FD INC COM 0.1%
Value ($000) $1,000 Shares 6 Est. Cost $166666.67 Unrealized
DEUTSCHE MULTI-MARKET INCOME TRUST 0.0%
Value ($000) $925 Shares 7 Est. Cost $132142.86 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $924 Shares 10,592 Est. Cost $49.18 Unrealized +33.0%
WESTERN ASSET VARIABLE RATE STRATEGIC FUND INC COM 0.0%
Value ($000) $835 Shares 13 Est. Cost $64230.77 Unrealized
COOPER COMPANIES 0.0%
Value ($000) $824 Shares 4,600 Est. Cost $144.13 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $823 Shares 8,090 Est. Cost $76.31 Unrealized +19.0%
CAG CONAGRA FOODS INC COM 0.0%
Value ($000) $764 Shares 35 Est. Cost $25.65 Unrealized 0.0%
PWR QUANTA SERVICES INC COM 0.0%
Value ($000) $756 Shares 21 Est. Cost $26.55 Unrealized -5.9%
PRICELINE GROUP 0.0%
Value ($000) $743 Shares 510 Est. Cost $1202.74 Unrealized
UNILEVER PLC F 0.0%
Value ($000) $723 Shares 11,668 Est. Cost $35.35 Unrealized
VANECK VECTORS HIGH YIELD MUNI INDX ETF 0.0%
Value ($000) $700 Shares 22 Est. Cost $32.28 Unrealized
TIME WARNER INC 0.0%
Value ($000) $696 Shares 8,750 Est. Cost $84.69 Unrealized
EXPRESS SCRIPTS HLDG 0.0%
Value ($000) $684 Shares 9,710 Est. Cost $84.65 Unrealized
BIDU BAIDU INC F 0.0%
Value ($000) $658 Shares 3,615 Est. Cost $212.86 Unrealized
BLACKROCK INC 0.0%
Value ($000) $634 Shares 1,750 Est. Cost $357.71 Unrealized
PM PHILIP MORRIS INTL 0.0%
Value ($000) $631 Shares 6,500 Est. Cost $50.41 Unrealized +23.5%
EPD ENTERPRISE PRODUCTS LP 0.0%
Value ($000) $621 Shares 14,516 Est. Cost $34.75 Unrealized
CERNER CORP 0.0%
Value ($000) $617 Shares 10,000 Est. Cost $52.90 Unrealized
MAGELLAN MIDSTREAM P LP 0.0%
Value ($000) $612 Shares 7,098 Est. Cost $78.54 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $586 Shares 8,300 Est. Cost $40.14 Unrealized +20.4%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $515 Shares 58 Est. Cost $8879.31 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $502 Shares 58 Est. Cost $8655.17 Unrealized
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $501 Shares 2,976 Est. Cost $107.16 Unrealized +13.5%
BOTTOMLINE TECHNOLOGIES INC SENIOR NOTE CONVERTIBLE 0.0%
Value ($000) $500 Shares 512 Est. Cost $976.56 Unrealized
ACN ACCENTURE LTD ORD 0.0%
Value ($000) $500 Shares 61 Est. Cost $69.34 Unrealized +41.6%
UA UNDER ARMOUR INC COM CL C 0.0%
Value ($000) $493 Shares 16 Est. Cost $36.11 Unrealized 0.0%
UAA UNDER ARMOUR INC COM CLASS A 0.0%
Value ($000) $490 Shares 18 Est. Cost $40.40 Unrealized 0.0%
HCP INC REIT 0.0%
Value ($000) $469 Shares 12,380 Est. Cost $43.69 Unrealized
NVS NOVARTIS AG F 0.0%
Value ($000) $453 Shares 4,856 Est. Cost $92.56 Unrealized
GWW WW GRAINGER INC 0.0%
Value ($000) $427 Shares 1,900 Est. Cost $204.21 Unrealized -4.7%
INVENSENSE INC SENIOR NOTE CONVERTIBLE 0.0%
Value ($000) $400 Shares 381 Est. Cost $1049.87 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $390 Shares 31 Est. Cost $12580.65 Unrealized
PYPL PAYPAL HOLDINGS INCO 0.0%
Value ($000) $381 Shares 9,310 Est. Cost $35.59 Unrealized +7.7%
INFINERA CORP SENIOR DEBENTURE CONVERTIBLE 0.0%
Value ($000) $375 Shares 393 Est. Cost $954.20 Unrealized
YY INC SENIOR NOTE CONVERTIBLE 0.0%
Value ($000) $375 Shares 369 Est. Cost $1016.26 Unrealized
IEI ISHARES 3-7 YR TREASURY BND ETF 0.0%
Value ($000) $372 Shares 47 Est. Cost $7914.89 Unrealized
TCP CAP CORP SENIOR NOTE CONVERTIBLE 0.0%
Value ($000) $370 Shares 384 Est. Cost $963.54 Unrealized
CMP COMPASS MINERALS INT 0.0%
Value ($000) $369 Shares 5,010 Est. Cost $60.85 Unrealized -10.5%
AKAMAI TECHNOLOGIES SENIOR DEBENTURE CONVERTIBLE 0.0%
Value ($000) $360 Shares 351 Est. Cost $1025.64 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $355 Shares 3,400 Est. Cost $54.29 Unrealized +34.8%
JAZZ PHARMA PLC SR NOTE CONVERTIBLE LKD JAZZ 0.0%
Value ($000) $350 Shares 354 Est. Cost $988.70 Unrealized
BROCADE COMMUNICATION SYS INC SENIOR NOTE CONVERTIBLE 0.0%
Value ($000) $350 Shares 345 Est. Cost $1014.49 Unrealized
ECHO GLOBAL LOGISTICS INC SENIOR NOTE CONVERTIBLE 0.0%
Value ($000) $350 Shares 329 Est. Cost $1063.83 Unrealized
CALAMP CORP SENIOR NOTE CONVERTIBLE 0.0%
Value ($000) $350 Shares 323 Est. Cost $1083.59 Unrealized
GLOBAL EAGLE ENTERTAINMENT INC SENIOR NOTE CLBL CONVERTIBLE 0.0%
Value ($000) $350 Shares 292 Est. Cost $1198.63 Unrealized
RESOURCE CAPITAL CORP SENIOR NOTE CONVERTIBLE 0.0%
Value ($000) $350 Shares 347 Est. Cost $1008.65 Unrealized
AMTRUST FINANCIAL SERVICES INC SR NOTE CLBL VAR CONVERTIBLE 0.0%
Value ($000) $350 Shares 301 Est. Cost $1162.79 Unrealized
APOLLO COMMERCIAL RL EST FIN SENIOR NOTE CONVERTIBLE 0.0%
Value ($000) $350 Shares 361 Est. Cost $969.53 Unrealized
VERINT SYSTEMS INC SENIOR NOTE CONVERTIBLE 0.0%
Value ($000) $350 Shares 331 Est. Cost $1057.40 Unrealized
AMERICAN REALTY CAPITAL PROPTY SENIOR NOTE CONVERTIBLE 0.0%
Value ($000) $350 Shares 349 Est. Cost $1002.87 Unrealized
COLONY CAPITAL INC SENIOR NOTE CONVERTIBLE 0.0%
Value ($000) $335 Shares 327 Est. Cost $1024.46 Unrealized
HURON CONSULTING GROUP INC SENIOR NOTE CONVERTIBLE 0.0%
Value ($000) $320 Shares 322 Est. Cost $993.79 Unrealized
BLACKSTONE MORTGAGE TRUST INC SENIOR NOTE CONVERTIBLE 0.0%
Value ($000) $307 Shares 337 Est. Cost $910.98 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $306 Shares 9,310 Est. Cost $20.20 Unrealized +33.0%
NUANCE COMMUNICATIONS INC SENIOR NOTE CLBL CONVERTIBLE 0.0%
Value ($000) $300 Shares 301 Est. Cost $996.68 Unrealized
MERITAGE HOMES CORP SENIOR NOTE CLBL CONVERTIBLE 0.0%
Value ($000) $300 Shares 298 Est. Cost $1006.71 Unrealized
GSV CAPITAL CORP SENIOR NOTE CONVERTIBLE 0.0%
Value ($000) $258 Shares 237 Est. Cost $1088.61 Unrealized
NOBLE CORP PLC ORD 0.0%
Value ($000) $255 Shares 1 Est. Cost $255000.00 Unrealized
JACOBS ENGINEERING GROUP INC COM 0.0%
Value ($000) $234 Shares 12 Est. Cost $40.56 Unrealized
ALSN ALLISON TRANSMISSION HOLDINGS COM 0.0%
Value ($000) $219 Shares 6 Est. Cost $24.27 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MKTS ETF 0.0%
Value ($000) $211 Shares 7 Est. Cost $34.31 Unrealized
GM GENERAL MOTORS COMPANY COM 0.0%
Value ($000) $208 Shares 6 Est. Cost $24.50 Unrealized +5.5%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $207 Shares 12 Est. Cost $46.15 Unrealized 0.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $203 Shares 10 Est. Cost $30.87 Unrealized 0.0%
SAFEGUARD SCIENTIFICS INC SR DEBENTURE CLBL CONVERTIBLE 0.0%
Value ($000) $200 Shares 203 Est. Cost $985.22 Unrealized