Legacy Advisors, LLC Diversified Active

CIK: 0001720969 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 3, 2017

Total Value ($000): $89,767 (100.0% shares, 0.0% debt)

Holdings (364)

MDY SPDR S&P MidCap 400 ETF Trust 16.8%
Value ($000) $15,110 Shares 46,305 Est. Cost $140.64 Unrealized
Aqua America Inc 7.2%
Value ($000) $6,463 Shares 194,739 Est. Cost $30.12 Unrealized
CUBI Customers Bancorp Inc 6.9%
Value ($000) $6,158 Shares 188,808 Est. Cost $34.00 Unrealized -15.1%
SPY SPDR S&P 500 ETF Trust 6.7%
Value ($000) $6,041 Shares 24,049 Est. Cost $72.00 Unrealized
FULT Fulton Financial Corp 5.1%
Value ($000) $4,580 Shares 242,887 Est. Cost $11.76 Unrealized +9.2%
IVV iShares Core S&P 500 ETF 3.7%
Value ($000) $3,341 Shares 13,210 Est. Cost $246.51 Unrealized
BSV Vanguard Short-Term Bond ETF 3.5%
Value ($000) $3,165 Shares 39,659 Est. Cost $29.12 Unrealized
VCIT Vanguard Intermediate-Term Cor 3.4%
Value ($000) $3,095 Shares 35,175 Est. Cost $30.00 Unrealized
VOO Vanguard S&P 500 ETF 3.4%
Value ($000) $3,060 Shares 13,262 Est. Cost $215.14 Unrealized
VXUS Vanguard Total International S 2.6%
Value ($000) $2,310 Shares 42,210 Est. Cost $52.36 Unrealized
Xcel Brands Inc 2.3%
Value ($000) $2,033 Shares 549,725 Est. Cost $3.05 Unrealized
HYG iShares iBoxx $ High Yield Cor 1.9%
Value ($000) $1,670 Shares 18,818 Est. Cost $38.47 Unrealized
PowerShares Senior Loan Portfo 1.8%
Value ($000) $1,657 Shares 71,570 Est. Cost $13.19 Unrealized
CNO CNO Financial Group Inc 1.7%
Value ($000) $1,508 Shares 64,624 Est. Cost $14.06 Unrealized +31.6%
RGA Reinsurance Group of America I 1.6%
Value ($000) $1,472 Shares 10,552 Est. Cost $117.25 Unrealized +15.4%
BRK/B Berkshire Hathaway Inc 1.6%
Value ($000) $1,406 Shares 7,670 Est. Cost $176.72 Unrealized 0.0%
VFC VF Corp 1.5%
Value ($000) $1,339 Shares 21,064 Est. Cost $51.86 Unrealized +11.3%
IWB iShares Russell 1000 ETF 1.3%
Value ($000) $1,204 Shares 8,611 Est. Cost $129.04 Unrealized
OLLI Ollie's Bargain Outlet Holding 1.3%
Value ($000) $1,160 Shares 25,000 Est. Cost $39.17 Unrealized +12.7%
GIL Gildan Activewear Inc 1.2%
Value ($000) $1,110 Shares 35,500 Est. Cost $23.04 Unrealized +16.1%
AAPL Apple Inc 1.2%
Value ($000) $1,033 Shares 6,703 Est. Cost $28.59 Unrealized +26.5%
XOM Exxon Mobil Corp 1.0%
Value ($000) $902 Shares 11,006 Est. Cost $57.70 Unrealized -5.8%
EFX Equifax Inc 0.9%
Value ($000) $829 Shares 7,823 Est. Cost $112.26 Unrealized +9.1%
IWM iShares Russell 2000 ETF 0.8%
Value ($000) $749 Shares 5,058 Est. Cost $89.24 Unrealized
BA Boeing Co The 0.7%
Value ($000) $643 Shares 2,530 Est. Cost $138.14 Unrealized +59.6%
CMCSA Comcast Corp 0.7%
Value ($000) $621 Shares 16,150 Est. Cost $28.47 Unrealized +12.5%
BRK/A Berkshire Hathaway Inc 0.6%
Value ($000) $549 Shares 2 Est. Cost $265381.90 Unrealized 0.0%
IWF iShares Russell 1000 Growth ET 0.6%
Value ($000) $537 Shares 4,298 Est. Cost $104.70 Unrealized
PowerShares QQQ Trust Series 1 0.6%
Value ($000) $509 Shares 3,500 Est. Cost $118.29 Unrealized
WRLD World Acceptance Corp 0.5%
Value ($000) $489 Shares 5,901 Est. Cost $56.03 Unrealized +37.6%
General Electric Co 0.5%
Value ($000) $462 Shares 19,124 Est. Cost $27.01 Unrealized
DIA SPDR Dow Jones Industrial Aver 0.5%
Value ($000) $457 Shares 2,042 Est. Cost $208.46 Unrealized
GLD SPDR Gold Shares 0.5%
Value ($000) $455 Shares 3,750 Est. Cost $109.60 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $451 Shares 3,842 Est. Cost $74.50 Unrealized +2.3%
UPS United Parcel Service Inc 0.5%
Value ($000) $423 Shares 3,530 Est. Cost $81.39 Unrealized +1.8%
MCD McDonald's Corp 0.4%
Value ($000) $368 Shares 2,353 Est. Cost $96.51 Unrealized +33.3%
WMT Wal-Mart Stores Inc 0.3%
Value ($000) $311 Shares 3,986 Est. Cost $21.01 Unrealized +9.0%
IWD iShares Russell 1000 Value ETF 0.3%
Value ($000) $279 Shares 2,355 Est. Cost $111.68 Unrealized
VTWO Vanguard Russell 2000 ETF 0.3%
Value ($000) $277 Shares 2,328 Est. Cost $118.99 Unrealized
PPL PPL Corp 0.3%
Value ($000) $277 Shares 7,239 Est. Cost $22.36 Unrealized +18.6%
GOOGL Alphabet Inc 0.3%
Value ($000) $276 Shares 284 Est. Cost $40.75 Unrealized +15.5%
GOOG Alphabet Inc 0.3%
Value ($000) $269 Shares 281 Est. Cost $39.49 Unrealized +17.1%
SPDR S&P Oil & Gas Exploration 0.3%
Value ($000) $247 Shares 7,250 Est. Cost $41.42 Unrealized
COP ConocoPhillips 0.3%
Value ($000) $243 Shares 4,864 Est. Cost $34.75 Unrealized -0.9%
LQD iShares iBoxx $ Investment Gra 0.3%
Value ($000) $242 Shares 2,000 Est. Cost $117.00 Unrealized
JNJ Johnson & Johnson 0.2%
Value ($000) $211 Shares 1,623 Est. Cost $91.27 Unrealized +15.0%
PSX Phillips 66 0.2%
Value ($000) $211 Shares 2,305 Est. Cost $58.66 Unrealized +4.4%
VUG Vanguard Growth ETF 0.2%
Value ($000) $209 Shares 1,581 Est. Cost $130.79 Unrealized
SEIC SEI Investments Co 0.2%
Value ($000) $204 Shares 3,354 Est. Cost $41.56 Unrealized +22.7%
GWW WW Grainger Inc 0.2%
Value ($000) $200 Shares 1,114 Est. Cost $193.65 Unrealized -22.8%
T AT&T Inc 0.2%
Value ($000) $195 Shares 4,991 Est. Cost $15.47 Unrealized +0.8%
AXP American Express Co 0.2%
Value ($000) $191 Shares 2,115 Est. Cost $61.28 Unrealized +25.1%
PG Procter & Gamble Co The 0.2%
Value ($000) $186 Shares 2,047 Est. Cost $66.91 Unrealized +9.1%
PM Philip Morris International In 0.2%
Value ($000) $180 Shares 1,613 Est. Cost $59.43 Unrealized +26.6%
Energy Transfer Partners LP 0.2%
Value ($000) $173 Shares 9,500 Est. Cost $20.34 Unrealized
SLB Schlumberger Ltd 0.2%
Value ($000) $161 Shares 2,296 Est. Cost $62.69 Unrealized -17.3%
VTV Vanguard Value ETF 0.2%
Value ($000) $157 Shares 1,575 Est. Cost $92.70 Unrealized
JPM JPMorgan Chase & Co 0.2%
Value ($000) $157 Shares 1,654 Est. Cost $63.96 Unrealized +15.2%
PFE Pfizer Inc 0.2%
Value ($000) $153 Shares 4,299 Est. Cost $20.84 Unrealized +6.8%
KO Coca-Cola Co The 0.2%
Value ($000) $150 Shares 3,318 Est. Cost $31.47 Unrealized +11.0%
VZ Verizon Communications Inc 0.2%
Value ($000) $146 Shares 2,951 Est. Cost $30.77 Unrealized -1.8%
Hess Corp 0.2%
Value ($000) $143 Shares 3,060 Est. Cost $62.09 Unrealized
AMT American Tower Corp 0.2%
Value ($000) $137 Shares 1,000 Est. Cost $86.33 Unrealized +30.1%
IJK iShares S&P Mid-Cap 400 Growth 0.2%
Value ($000) $135 Shares 668 Est. Cost $181.14 Unrealized
PNC PNC Financial Services Group I 0.1%
Value ($000) $134 Shares 997 Est. Cost $79.54 Unrealized +21.5%
DIS Walt Disney Co The 0.1%
Value ($000) $131 Shares 1,335 Est. Cost $90.91 Unrealized +6.6%
TM Toyota Motor Corp 0.1%
Value ($000) $130 Shares 1,098 Est. Cost $116.58 Unrealized
PRU Prudential Financial Inc 0.1%
Value ($000) $130 Shares 1,226 Est. Cost $62.81 Unrealized +14.7%
PEP PepsiCo Inc 0.1%
Value ($000) $123 Shares 1,108 Est. Cost $80.34 Unrealized +11.3%
BAC Bank of America Corp 0.1%
Value ($000) $123 Shares 4,871 Est. Cost $16.00 Unrealized +24.7%
UGI UGI Corp 0.1%
Value ($000) $120 Shares 2,551 Est. Cost $44.77 Unrealized +9.0%
CCI Crown Castle International Cor 0.1%
Value ($000) $117 Shares 1,173 Est. Cost $61.49 Unrealized +16.9%
GAP Gap Inc The 0.1%
Value ($000) $99 Shares 3,375 Est. Cost $18.66 Unrealized -1.6%
MRK Merck & Co Inc 0.1%
Value ($000) $98 Shares 1,546 Est. Cost $44.57 Unrealized +4.8%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $96 Shares 1,514 Est. Cost $40.28 Unrealized +7.0%
GM General Motors Co 0.1%
Value ($000) $93 Shares 2,311 Est. Cost $28.16 Unrealized +12.2%
MO Altria Group Inc 0.1%
Value ($000) $87 Shares 1,368 Est. Cost $34.42 Unrealized +4.9%
CAH Cardinal Health Inc 0.1%
Value ($000) $85 Shares 1,262 Est. Cost $55.29 Unrealized -0.5%
IWS iShares Russell Mid-Cap Value 0.1%
Value ($000) $83 Shares 980 Est. Cost $84.69 Unrealized
MSFT Microsoft Corp 0.1%
Value ($000) $81 Shares 1,096 Est. Cost $62.61 Unrealized +6.5%
USB US Bancorp 0.1%
Value ($000) $81 Shares 1,518 Est. Cost $33.77 Unrealized +11.8%
MDT Medtronic PLC 0.1%
Value ($000) $77 Shares 1,000 Est. Cost $62.35 Unrealized +7.4%
HLX Helix Energy Solutions Group I 0.1%
Value ($000) $73 Shares 10,000 Est. Cost $9.65 Unrealized -34.4%
Royal Dutch Shell PLC 0.1%
Value ($000) $72 Shares 1,167 Est. Cost $57.93 Unrealized
VTI Vanguard Total Stock Market ET 0.1%
Value ($000) $70 Shares 542 Est. Cost $114.39 Unrealized
Inventure Foods Inc 0.1%
Value ($000) $70 Shares 15,000 Est. Cost $9.80 Unrealized
BIDU Baidu Inc 0.1%
Value ($000) $70 Shares 285 Est. Cost $161.40 Unrealized
Golar LNG Partners LP 0.1%
Value ($000) $69 Shares 3,000 Est. Cost $24.00 Unrealized
Lakeland Bancorp Inc 0.1%
Value ($000) $67 Shares 3,307 Est. Cost $19.35 Unrealized
Rex Energy Corp 0.1%
Value ($000) $66 Shares 24,523 Est. Cost $2.85 Unrealized
TRMK Trustmark Corp 0.1%
Value ($000) $66 Shares 2,000 Est. Cost $23.89 Unrealized +1.0%
META Facebook Inc 0.1%
Value ($000) $66 Shares 387 Est. Cost $165.72 Unrealized 0.0%
AMZN Amazon.com Inc 0.1%
Value ($000) $65 Shares 68 Est. Cost $47.35 Unrealized +3.7%
MASI Masimo Corp 0.1%
Value ($000) $64 Shares 745 Est. Cost $61.46 Unrealized +43.9%
Enbridge Energy Partners LP 0.1%
Value ($000) $63 Shares 4,000 Est. Cost $17.47 Unrealized
Owens-Illinois Inc 0.1%
Value ($000) $63 Shares 2,515 Est. Cost $17.10 Unrealized
United States Oil Fund LP 0.1%
Value ($000) $63 Shares 6,060 Est. Cost $11.70 Unrealized
MTB M&T Bank Corp 0.1%
Value ($000) $62 Shares 385 Est. Cost $122.39 Unrealized +0.0%
NOK Nokia OYJ 0.1%
Value ($000) $61 Shares 10,280 Est. Cost $6.11 Unrealized
SPY SPDR S&P 500 ETF Trust 0.1%
Value ($000) $61 Shares 615 Est. Cost $72.00 Unrealized
MDLZ Mondelez International Inc 0.1%
Value ($000) $59 Shares 1,466 Est. Cost $34.73 Unrealized -0.1%
KURA Kura Oncology Inc 0.1%
Value ($000) $58 Shares 3,900 Est. Cost $9.39 Unrealized 0.0%
EnLink Midstream Partners LP 0.1%
Value ($000) $58 Shares 3,500 Est. Cost $17.22 Unrealized
CPRT Copart Inc 0.1%
Value ($000) $56 Shares 1,632 Est. Cost $7.23 Unrealized +10.8%
EFA iShares MSCI EAFE ETF 0.1%
Value ($000) $55 Shares 810 Est. Cost $67.90 Unrealized
United Technologies Corp 0.1%
Value ($000) $55 Shares 480 Est. Cost $108.33 Unrealized
Anadarko Petroleum Corp 0.1%
Value ($000) $48 Shares 1,000 Est. Cost $69.00 Unrealized
MAT Mattel Inc 0.1%
Value ($000) $46 Shares 3,000 Est. Cost $30.41 Unrealized -41.2%
GLNG Golar LNG Ltd 0.1%
Value ($000) $45 Shares 2,000 Est. Cost $20.30 Unrealized -5.0%
BABA Alibaba Group Holding Ltd 0.1%
Value ($000) $45 Shares 263 Est. Cost $171.10 Unrealized
Alerian MLP ETF 0.0%
Value ($000) $44 Shares 3,925 Est. Cost $12.41 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $43 Shares 345 Est. Cost $73.74 Unrealized +30.2%
BIV Vanguard Intermediate-Term Bon 0.0%
Value ($000) $43 Shares 517 Est. Cost $81.24 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $43 Shares 1,660 Est. Cost $26.57 Unrealized
V Visa Inc 0.0%
Value ($000) $42 Shares 401 Est. Cost $95.71 Unrealized 0.0%
DowDuPont Inc 0.0%
Value ($000) $40 Shares 587 Est. Cost $68.14 Unrealized
QCOM QUALCOMM Inc 0.0%
Value ($000) $40 Shares 775 Est. Cost $51.28 Unrealized -17.5%
KHC Kraft Heinz Co The 0.0%
Value ($000) $40 Shares 528 Est. Cost $56.46 Unrealized -0.1%
IWP iShares Russell Mid-Cap Growth 0.0%
Value ($000) $40 Shares 354 Est. Cost $112.99 Unrealized
StoneMor Partners LP 0.0%
Value ($000) $39 Shares 6,000 Est. Cost $8.51 Unrealized
EEM iShares MSCI Emerging Markets 0.0%
Value ($000) $39 Shares 890 Est. Cost $43.82 Unrealized
ETR Entergy Corp 0.0%
Value ($000) $38 Shares 500 Est. Cost $25.25 Unrealized +11.9%
Continental Resources Inc OK 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $51.00 Unrealized
CAPL CrossAmerica Partners LP 0.0%
Value ($000) $38 Shares 1,395 Est. Cost $25.09 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $37 Shares 209 Est. Cost $16.66 Unrealized +4.7%
PHG Koninklijke Philips NV 0.0%
Value ($000) $37 Shares 915 Est. Cost $29.51 Unrealized
MMM 3M Co 0.0%
Value ($000) $37 Shares 178 Est. Cost $109.26 Unrealized +18.9%
EMR Emerson Electric Co 0.0%
Value ($000) $37 Shares 600 Est. Cost $42.86 Unrealized +14.9%
Hill-Rom Holdings Inc 0.0%
Value ($000) $37 Shares 500 Est. Cost $56.00 Unrealized
Weatherford International PLC 0.0%
Value ($000) $36 Shares 8,000 Est. Cost $4.17 Unrealized
F Ford Motor Co 0.0%
Value ($000) $34 Shares 2,870 Est. Cost $7.51 Unrealized -3.4%
MCHP Microchip Technology Inc 0.0%
Value ($000) $33 Shares 374 Est. Cost $26.55 Unrealized +35.3%
BAX Baxter International Inc 0.0%
Value ($000) $31 Shares 500 Est. Cost $39.74 Unrealized +34.7%
VNQ Vanguard REIT ETF 0.0%
Value ($000) $31 Shares 384 Est. Cost $80.73 Unrealized
HD Home Depot Inc The 0.0%
Value ($000) $31 Shares 191 Est. Cost $125.16 Unrealized 0.0%
EPC Edgewell Personal Care Co 0.0%
Value ($000) $30 Shares 420 Est. Cost $70.52 Unrealized -4.7%
DVY iShares Select Dividend ETF 0.0%
Value ($000) $30 Shares 325 Est. Cost $86.15 Unrealized
WMB Williams Cos Inc The 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $18.55 Unrealized +3.8%
YUM Yum! Brands Inc 0.0%
Value ($000) $29 Shares 400 Est. Cost $53.30 Unrealized +21.5%
MA Mastercard Inc 0.0%
Value ($000) $29 Shares 211 Est. Cost $126.35 Unrealized 0.0%
Celgene Corp 0.0%
Value ($000) $29 Shares 202 Est. Cost $143.56 Unrealized
WPX Energy Inc 0.0%
Value ($000) $28 Shares 2,500 Est. Cost $14.40 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $27 Shares 90 Est. Cost $195.92 Unrealized +21.8%
ALL Allstate Corp The 0.0%
Value ($000) $27 Shares 299 Est. Cost $61.72 Unrealized +21.8%
ADBE Adobe Systems Inc 0.0%
Value ($000) $26 Shares 177 Est. Cost $149.24 Unrealized 0.0%
TSLA Tesla Inc 0.0%
Value ($000) $26 Shares 78 Est. Cost $22.60 Unrealized +2.1%
HON Honeywell International Inc 0.0%
Value ($000) $26 Shares 184 Est. Cost $92.73 Unrealized +12.5%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $26 Shares 417 Est. Cost $52.54 Unrealized -7.0%
WELL Welltower Inc 0.0%
Value ($000) $25 Shares 361 Est. Cost $49.70 Unrealized +8.5%
AEP American Electric Power Co Inc 0.0%
Value ($000) $24 Shares 349 Est. Cost $46.03 Unrealized +15.2%
UNH UnitedHealth Group Inc 0.0%
Value ($000) $24 Shares 124 Est. Cost $168.94 Unrealized 0.0%
FE FirstEnergy Corp 0.0%
Value ($000) $24 Shares 800 Est. Cost $21.93 Unrealized +1.9%
VMC Vulcan Materials Co 0.0%
Value ($000) $23 Shares 200 Est. Cost $111.71 Unrealized -0.2%
TXN Texas Instruments Inc 0.0%
Value ($000) $23 Shares 264 Est. Cost $65.19 Unrealized 0.0%
WFC Wells Fargo & Co 0.0%
Value ($000) $23 Shares 421 Est. Cost $40.58 Unrealized +3.8%
TTI TETRA Technologies Inc 0.0%
Value ($000) $22 Shares 8,000 Est. Cost $4.20 Unrealized -41.7%
Activision Blizzard Inc 0.0%
Value ($000) $21 Shares 341 Est. Cost $61.58 Unrealized
CRM salesforce.com Inc 0.0%
Value ($000) $21 Shares 229 Est. Cost $90.89 Unrealized 0.0%
PH Parker-Hannifin Corp 0.0%
Value ($000) $21 Shares 124 Est. Cost $144.52 Unrealized 0.0%
NVDA NVIDIA Corp 0.0%
Value ($000) $21 Shares 123 Est. Cost $4.11 Unrealized 0.0%
Priceline Group Inc The 0.0%
Value ($000) $20 Shares 11 Est. Cost $1818.18 Unrealized
Raytheon Co 0.0%
Value ($000) $20 Shares 110 Est. Cost $181.82 Unrealized
C Citigroup Inc 0.0%
Value ($000) $20 Shares 282 Est. Cost $46.69 Unrealized +11.2%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $19 Shares 491 Est. Cost $28.64 Unrealized +30.1%
WY Weyerhaeuser Co 0.0%
Value ($000) $19 Shares 576 Est. Cost $21.68 Unrealized +9.1%
BP BP PLC 0.0%
Value ($000) $19 Shares 515 Est. Cost $35.42 Unrealized
Broadcom Ltd 0.0%
Value ($000) $19 Shares 79 Est. Cost $240.51 Unrealized
ENR Energizer Holdings Inc 0.0%
Value ($000) $19 Shares 420 Est. Cost $33.68 Unrealized +0.4%
Hillenbrand Inc 0.0%
Value ($000) $19 Shares 500 Est. Cost $38.00 Unrealized
Abraxas Petroleum Corp 0.0%
Value ($000) $18 Shares 10,000 Est. Cost $2.50 Unrealized
ORCL Oracle Corp 0.0%
Value ($000) $18 Shares 381 Est. Cost $38.79 Unrealized +13.3%
INTC Intel Corp 0.0%
Value ($000) $17 Shares 462 Est. Cost $29.59 Unrealized 0.0%
DUK Duke Energy Corp 0.0%
Value ($000) $17 Shares 214 Est. Cost $55.56 Unrealized +9.5%
LLY Eli Lilly & Co 0.0%
Value ($000) $17 Shares 199 Est. Cost $66.16 Unrealized +9.0%
CSCO Cisco Systems Inc 0.0%
Value ($000) $17 Shares 534 Est. Cost $24.71 Unrealized 0.0%
MAR Marriott International Inc MD 0.0%
Value ($000) $16 Shares 148 Est. Cost $96.02 Unrealized 0.0%
VEU Vanguard FTSE All-World ex-US 0.0%
Value ($000) $16 Shares 304 Est. Cost $42.76 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $16 Shares 305 Est. Cost $43.36 Unrealized 0.0%
TOTAL SA 0.0%
Value ($000) $15 Shares 282 Est. Cost $53.19 Unrealized
DLR Digital Realty Trust Inc 0.0%
Value ($000) $15 Shares 130 Est. Cost $67.63 Unrealized +27.6%
NOC Northrop Grumman Corp 0.0%
Value ($000) $15 Shares 53 Est. Cost $234.97 Unrealized 0.0%
Red Hat Inc 0.0%
Value ($000) $15 Shares 142 Est. Cost $105.63 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $15 Shares 935 Est. Cost $7.41 Unrealized -1.7%
McDermott International Inc 0.0%
Value ($000) $14 Shares 2,000 Est. Cost $7.00 Unrealized
BCE BCE Inc 0.0%
Value ($000) $14 Shares 308 Est. Cost $27.96 Unrealized 0.0%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $14 Shares 120 Est. Cost $99.44 Unrealized +8.4%
BK Bank of New York Mellon Corp T 0.0%
Value ($000) $14 Shares 266 Est. Cost $41.83 Unrealized 0.0%
FNB FNB Corp PA 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $9.99 Unrealized -3.9%
CHTR Charter Communications Inc 0.0%
Value ($000) $14 Shares 40 Est. Cost $372.21 Unrealized 0.0%
AGG iShares Core U.S. Aggregate Bo 0.0%
Value ($000) $14 Shares 133 Est. Cost $105.26 Unrealized
VOD Vodafone Group PLC 0.0%
Value ($000) $14 Shares 514 Est. Cost $26.05 Unrealized
ABBV AbbVie Inc 0.0%
Value ($000) $13 Shares 147 Est. Cost $53.65 Unrealized 0.0%
IOO iShares Global 100 ETF 0.0%
Value ($000) $13 Shares 154 Est. Cost $71.43 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $13 Shares 99 Est. Cost $106.00 Unrealized 0.0%
BIIB Biogen Inc 0.0%
Value ($000) $13 Shares 42 Est. Cost $296.11 Unrealized 0.0%
PLD Prologis Inc 0.0%
Value ($000) $13 Shares 205 Est. Cost $48.75 Unrealized 0.0%
Nuveen Municipal Credit Income 0.0%
Value ($000) $13 Shares 862 Est. Cost $13.92 Unrealized
DE Deere & Co 0.0%
Value ($000) $12 Shares 100 Est. Cost $81.42 Unrealized +33.3%
BTI British American Tobacco PLC 0.0%
Value ($000) $12 Shares 205 Est. Cost $58.54 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $12 Shares 150 Est. Cost $60.81 Unrealized 0.0%
GS Goldman Sachs Group Inc The 0.0%
Value ($000) $12 Shares 52 Est. Cost $188.03 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $12 Shares 68 Est. Cost $177.07 Unrealized 0.0%
STZ Constellation Brands Inc 0.0%
Value ($000) $12 Shares 64 Est. Cost $173.61 Unrealized 0.0%
Blackstone Group LP The 0.0%
Value ($000) $11 Shares 350 Est. Cost $25.71 Unrealized
WDAY Workday Inc 0.0%
Value ($000) $11 Shares 113 Est. Cost $103.18 Unrealized 0.0%
Bed Bath & Beyond Inc 0.0%
Value ($000) $11 Shares 500 Est. Cost $35.00 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $11 Shares 147 Est. Cost $58.17 Unrealized +4.2%
STT State Street Corp 0.0%
Value ($000) $11 Shares 123 Est. Cost $72.18 Unrealized 0.0%
HAL Halliburton Co 0.0%
Value ($000) $11 Shares 256 Est. Cost $35.43 Unrealized 0.0%
FDX FedEx Corp 0.0%
Value ($000) $11 Shares 53 Est. Cost $184.90 Unrealized 0.0%
AFL Aflac Inc 0.0%
Value ($000) $11 Shares 144 Est. Cost $28.46 Unrealized +16.4%
SPGI S&P Global Inc 0.0%
Value ($000) $11 Shares 75 Est. Cost $141.12 Unrealized 0.0%
Shire PLC 0.0%
Value ($000) $11 Shares 74 Est. Cost $162.16 Unrealized
Allergan PLC 0.0%
Value ($000) $11 Shares 55 Est. Cost $200.00 Unrealized
SunTrust Banks Inc 0.0%
Value ($000) $11 Shares 197 Est. Cost $55.84 Unrealized
RH RH 0.0%
Value ($000) $10 Shares 150 Est. Cost $30.92 Unrealized +102.8%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $10 Shares 67 Est. Cost $150.51 Unrealized 0.0%
HSY Hershey Co The 0.0%
Value ($000) $10 Shares 100 Est. Cost $79.47 Unrealized +9.8%
PAA Plains All American Pipeline L 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.00 Unrealized
Concho Resources Inc 0.0%
Value ($000) $10 Shares 78 Est. Cost $128.21 Unrealized
AZN AstraZeneca PLC 0.0%
Value ($000) $10 Shares 317 Est. Cost $31.55 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $10 Shares 218 Est. Cost $36.26 Unrealized 0.0%
MNST Monster Beverage Corp 0.0%
Value ($000) $10 Shares 194 Est. Cost $26.96 Unrealized 0.0%
MHK Mohawk Industries Inc 0.0%
Value ($000) $10 Shares 41 Est. Cost $248.97 Unrealized 0.0%
CFG Citizens Financial Group Inc 0.0%
Value ($000) $10 Shares 290 Est. Cost $24.93 Unrealized 0.0%
BMRN BioMarin Pharmaceutical Inc 0.0%
Value ($000) $10 Shares 118 Est. Cost $88.36 Unrealized 0.0%
Berry Global Group Inc 0.0%
Value ($000) $9 Shares 168 Est. Cost $53.57 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $9 Shares 148 Est. Cost $48.80 Unrealized 0.0%
Altaba Inc 0.0%
Value ($000) $9 Shares 150 Est. Cost $53.33 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $9 Shares 52 Est. Cost $137.50 Unrealized 0.0%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $9 Shares 63 Est. Cost $116.05 Unrealized 0.0%
TROW T Rowe Price Group Inc 0.0%
Value ($000) $9 Shares 101 Est. Cost $60.46 Unrealized 0.0%
ILMN Illumina Inc 0.0%
Value ($000) $9 Shares 48 Est. Cost $186.17 Unrealized 0.0%
Splunk Inc 0.0%
Value ($000) $9 Shares 139 Est. Cost $64.75 Unrealized
Aetna Inc 0.0%
Value ($000) $9 Shares 58 Est. Cost $123.92 Unrealized
TransCanada Corp 0.0%
Value ($000) $8 Shares 163 Est. Cost $49.08 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $8 Shares 41 Est. Cost $166.44 Unrealized 0.0%
Alexion Pharmaceuticals Inc 0.0%
Value ($000) $8 Shares 58 Est. Cost $137.93 Unrealized
VWO Vanguard FTSE Emerging Markets 0.0%
Value ($000) $8 Shares 202 Est. Cost $34.65 Unrealized
TE Connectivity Ltd 0.0%
Value ($000) $8 Shares 98 Est. Cost $81.63 Unrealized
FleetCor Technologies Inc 0.0%
Value ($000) $8 Shares 55 Est. Cost $145.45 Unrealized
EL Estee Lauder Cos Inc The 0.0%
Value ($000) $8 Shares 82 Est. Cost $92.43 Unrealized 0.0%
COST Costco Wholesale Corp 0.0%
Value ($000) $8 Shares 54 Est. Cost $140.12 Unrealized 0.0%
GLW Corning Inc 0.0%
Value ($000) $8 Shares 287 Est. Cost $23.59 Unrealized 0.0%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $8 Shares 20 Est. Cost $473.21 Unrealized 0.0%
URI United Rentals Inc 0.0%
Value ($000) $8 Shares 60 Est. Cost $115.71 Unrealized 0.0%
RLGT Radiant Logistics Inc 0.0%
Value ($000) $7 Shares 1,500 Est. Cost $3.23 Unrealized +54.4%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $7 Shares 120 Est. Cost $59.77 Unrealized 0.0%
Dr Pepper Snapple Group Inc 0.0%
Value ($000) $7 Shares 85 Est. Cost $82.35 Unrealized
D Dominion Energy Inc 0.0%
Value ($000) $7 Shares 93 Est. Cost $53.66 Unrealized 0.0%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $7 Shares 62 Est. Cost $107.51 Unrealized 0.0%
Ingersoll-Rand PLC 0.0%
Value ($000) $7 Shares 86 Est. Cost $81.40 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $7 Shares 110 Est. Cost $58.52 Unrealized 0.0%
CMI Cummins Inc 0.0%
Value ($000) $7 Shares 44 Est. Cost $129.94 Unrealized 0.0%
AWK American Water Works Co Inc 0.0%
Value ($000) $7 Shares 95 Est. Cost $69.04 Unrealized 0.0%
ADI Analog Devices Inc 0.0%
Value ($000) $7 Shares 86 Est. Cost $68.91 Unrealized 0.0%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $7 Shares 65 Est. Cost $90.99 Unrealized 0.0%
Lam Research Corp 0.0%
Value ($000) $7 Shares 40 Est. Cost $175.00 Unrealized
AEE Ameren Corp 0.0%
Value ($000) $6 Shares 117 Est. Cost $38.04 Unrealized +19.4%
WM Waste Management Inc 0.0%
Value ($000) $6 Shares 78 Est. Cost $65.63 Unrealized 0.0%
Wyndham Worldwide Corp 0.0%
Value ($000) $6 Shares 63 Est. Cost $95.24 Unrealized
CSX CSX Corp 0.0%
Value ($000) $6 Shares 124 Est. Cost $15.32 Unrealized 0.0%
BB&T Corp 0.0%
Value ($000) $6 Shares 132 Est. Cost $45.45 Unrealized
LOW Lowe's Cos Inc 0.0%
Value ($000) $6 Shares 76 Est. Cost $65.65 Unrealized 0.0%
Marathon Oil Corp 0.0%
Value ($000) $6 Shares 486 Est. Cost $12.35 Unrealized
MRSH Marsh & McLennan Cos Inc 0.0%
Value ($000) $6 Shares 80 Est. Cost $69.18 Unrealized 0.0%
NGG National Grid PLC 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
NEE NextEra Energy Inc 0.0%
Value ($000) $6 Shares 45 Est. Cost $29.73 Unrealized 0.0%
Unilever NV 0.0%
Value ($000) $6 Shares 114 Est. Cost $52.63 Unrealized
Discover Financial Services 0.0%
Value ($000) $6 Shares 97 Est. Cost $61.86 Unrealized
TSN Tyson Foods Inc 0.0%
Value ($000) $6 Shares 86 Est. Cost $51.13 Unrealized 0.0%
DLTR Dollar Tree Inc 0.0%
Value ($000) $6 Shares 75 Est. Cost $76.30 Unrealized 0.0%
Express Scripts Holding Co 0.0%
Value ($000) $6 Shares 95 Est. Cost $63.16 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $6 Shares 75 Est. Cost $53.19 Unrealized +5.2%
GlaxoSmithKline PLC 0.0%
Value ($000) $6 Shares 160 Est. Cost $37.50 Unrealized
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $48.37 Unrealized +27.7%
VLO Valero Energy Corp 0.0%
Value ($000) $6 Shares 89 Est. Cost $49.43 Unrealized 0.0%
CA Inc 0.0%
Value ($000) $6 Shares 183 Est. Cost $32.79 Unrealized
BURL Burlington Stores Inc 0.0%
Value ($000) $6 Shares 64 Est. Cost $87.78 Unrealized 0.0%
TMUS T-Mobile US Inc 0.0%
Value ($000) $6 Shares 111 Est. Cost $60.59 Unrealized 0.0%
TRN Trinity Industries Inc 0.0%
Value ($000) $6 Shares 200 Est. Cost $13.62 Unrealized +13.5%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $6 Shares 55 Est. Cost $38.14 Unrealized 0.0%
SNY Sanofi 0.0%
Value ($000) $5 Shares 116 Est. Cost $43.10 Unrealized
Chicago Bridge & Iron Co NV 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
DEO Diageo PLC 0.0%
Value ($000) $5 Shares 43 Est. Cost $116.28 Unrealized
EIX Edison International 0.0%
Value ($000) $5 Shares 75 Est. Cost $55.33 Unrealized 0.0%
EQR Equity Residential 0.0%
Value ($000) $5 Shares 86 Est. Cost $49.13 Unrealized 0.0%
BNDX Vanguard Total International B 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
MET MetLife Inc 0.0%
Value ($000) $5 Shares 105 Est. Cost $36.63 Unrealized 0.0%
CB Chubb Ltd 0.0%
Value ($000) $5 Shares 41 Est. Cost $124.84 Unrealized 0.0%
BWA BorgWarner Inc 0.0%
Value ($000) $5 Shares 104 Est. Cost $35.85 Unrealized 0.0%
AMAT Applied Materials Inc 0.0%
Value ($000) $5 Shares 110 Est. Cost $41.17 Unrealized 0.0%
ADM Archer-Daniels-Midland Co 0.0%
Value ($000) $5 Shares 139 Est. Cost $32.87 Unrealized 0.0%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $5 Shares 59 Est. Cost $89.87 Unrealized 0.0%
PEG Public Service Enterprise Grou 0.0%
Value ($000) $5 Shares 127 Est. Cost $32.01 Unrealized +6.4%
NVS Novartis AG 0.0%
Value ($000) $4 Shares 58 Est. Cost $68.97 Unrealized
EXPE Expedia Inc 0.0%
Value ($000) $4 Shares 30 Est. Cost $142.74 Unrealized 0.0%
SHW Sherwin-Williams Co The 0.0%
Value ($000) $4 Shares 13 Est. Cost $106.50 Unrealized 0.0%
SYK Stryker Corp 0.0%
Value ($000) $4 Shares 35 Est. Cost $130.78 Unrealized 0.0%
AKAM Akamai Technologies Inc 0.0%
Value ($000) $4 Shares 88 Est. Cost $47.83 Unrealized 0.0%
CPB Campbell Soup Co 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.70 Unrealized -7.9%
CBS Corp 0.0%
Value ($000) $4 Shares 81 Est. Cost $49.38 Unrealized
Rockwell Collins Inc 0.0%
Value ($000) $4 Shares 34 Est. Cost $117.65 Unrealized
TRV Travelers Cos Inc The 0.0%
Value ($000) $4 Shares 38 Est. Cost $103.96 Unrealized 0.0%
HSBC HSBC Holdings PLC 0.0%
Value ($000) $4 Shares 90 Est. Cost $44.44 Unrealized
BUD Anheuser-Busch InBev SA NV 0.0%
Value ($000) $4 Shares 34 Est. Cost $117.65 Unrealized
JCI Johnson Controls International 0.0%
Value ($000) $4 Shares 107 Est. Cost $33.39 Unrealized 0.0%
BlackRock Inc 0.0%
Value ($000) $4 Shares 10 Est. Cost $400.00 Unrealized
NDAQ Nasdaq Inc 0.0%
Value ($000) $3 Shares 41 Est. Cost $21.78 Unrealized 0.0%
VYX NCR Corp 0.0%
Value ($000) $3 Shares 84 Est. Cost $22.45 Unrealized +2.4%
ZTS Zoetis Inc 0.0%
Value ($000) $3 Shares 61 Est. Cost $58.72 Unrealized 0.0%
Monsanto Co 0.0%
Value ($000) $3 Shares 32 Est. Cost $93.75 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $3 Shares 22 Est. Cost $22.77 Unrealized 0.0%
PSA Public Storage 0.0%
Value ($000) $3 Shares 16 Est. Cost $146.67 Unrealized 0.0%
VTR Ventas Inc 0.0%
Value ($000) $3 Shares 53 Est. Cost $47.09 Unrealized 0.0%
ECL Ecolab Inc 0.0%
Value ($000) $3 Shares 28 Est. Cost $120.10 Unrealized 0.0%
Aevi Genomic Medicine Inc 0.0%
Value ($000) $3 Shares 2,450 Est. Cost $4.90 Unrealized
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $3 Shares 238 Est. Cost $11.60 Unrealized +9.8%
SCHW Charles Schwab Corp The 0.0%
Value ($000) $3 Shares 75 Est. Cost $37.16 Unrealized 0.0%
Twenty-First Century Fox Inc 0.0%
Value ($000) $2 Shares 99 Est. Cost $20.20 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $2 Shares 75 Est. Cost $32.36 Unrealized 0.0%
SO Southern Co The 0.0%
Value ($000) $2 Shares 60 Est. Cost $34.30 Unrealized 0.0%
VMware Inc 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $2 Shares 30 Est. Cost $71.15 Unrealized 0.0%
GIS General Mills Inc 0.0%
Value ($000) $2 Shares 51 Est. Cost $40.71 Unrealized 0.0%
XRAY DENTSPLY SIRONA Inc 0.0%
Value ($000) $2 Shares 46 Est. Cost $59.45 Unrealized 0.0%
CC Chemours Co The 0.0%
Value ($000) $2 Shares 40 Est. Cost $15.00 Unrealized +130.4%
CCL Carnival Corp 0.0%
Value ($000) $2 Shares 41 Est. Cost $60.92 Unrealized 0.0%
TDC Teradata Corp 0.0%
Value ($000) $2 Shares 84 Est. Cost $28.21 Unrealized +10.1%
HCP Inc 0.0%
Value ($000) $2 Shares 92 Est. Cost $21.74 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $2 Shares 28 Est. Cost $61.26 Unrealized 0.0%
BKSC Bank of South Carolina Corp 0.0%
Value ($000) $2 Shares 150 Est. Cost $12.38 Unrealized -5.1%
ZION Zions Bancorporation 0.0%
Value ($000) $2 Shares 50 Est. Cost $44.50 Unrealized 0.0%
Pioneer Natural Resources Co 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
Pinnacle Foods Inc 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
PK Park Hotels & Resorts Inc 0.0%
Value ($000) $1 Shares 66 Est. Cost $15.15 Unrealized
O Realty Income Corp 0.0%
Value ($000) $1 Shares 30 Est. Cost $37.17 Unrealized 0.0%
POST Post Holdings Inc 0.0%
Value ($000) $1 Shares 19 Est. Cost $54.77 Unrealized 0.0%
INGR Ingredion Inc 0.0%
Value ($000) $1 Shares 12 Est. Cost $121.92 Unrealized 0.0%
CDW CDW Corp DE 0.0%
Value ($000) $1 Shares 26 Est. Cost $56.63 Unrealized 0.0%
DTE DTE Energy Co 0.0%
Value ($000) $1 Shares 15 Est. Cost $69.96 Unrealized 0.0%
Time Warner Inc 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
HGV Hilton Grand Vacations Inc 0.0%
Value ($000) $1 Shares 30 Est. Cost $28.53 Unrealized +26.9%
XEL Xcel Energy Inc 0.0%
Value ($000) $1 Shares 36 Est. Cost $37.06 Unrealized 0.0%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $6.74 Unrealized 0.0%
BDX Becton Dickinson and Co 0.0%
Value ($000) $1 Shares 7 Est. Cost $144.69 Unrealized +18.2%
MKC McCormick & Co Inc MD 0.0%
Value ($000) $1 Shares 12 Est. Cost $41.10 Unrealized 0.0%
iStar Inc 0.0%
Value ($000) $1 Shares 125 Est. Cost $8.00 Unrealized
CCK Crown Holdings Inc 0.0%
Value ($000) $1 Shares 27 Est. Cost $56.34 Unrealized 0.0%
CM CIBC 0.0%
Value ($000) $1 Shares 22 Est. Cost $28.71 Unrealized 0.0%
MRC Global Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
KEY KeyCorp 0.0%
Value ($000) $1 Shares 95 Est. Cost $12.47 Unrealized 0.0%
XMYDX BlackRock MuniYield Fund Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
BHF Brighthouse Financial Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost $59.99 Unrealized 0.0%
DDD 3D Systems Corp 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.67 Unrealized -0.2%
Frontier Communications Corp 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
California Resources Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
AB AllianceBernstein Holding LP 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
ASIX AdvanSix Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $16.41 Unrealized +88.9%
ADNT Adient PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost $69.69 Unrealized 0.0%
GENERAL MOTORS CO 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
Twitter Inc 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
CenturyLink Inc 0.0%
Value ($000) $0 Shares 48 Est. Cost $23.48 Unrealized
PJT PJT Partners Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $25.97 Unrealized +38.6%