MinichMacGregor Wealth Management, LLC Diversified Active

CIK: 0001744318 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Jun 28, 2018

Total Value ($000): $103,592 (100.0% shares, 0.0% debt)

Holdings (455)

SCHO SCHWAB SHORT TERM US TREASURY ETF 19.6%
Value ($000) $20,336 Shares 400,315 Est. Cost $50.75 Unrealized
SHV ISHARES TR LEHMAN SHORT TREA BDFD 11.6%
Value ($000) $11,998 Shares 108,724 Est. Cost $110.31 Unrealized
GENERAL ELECTRIC CO COM 7.5%
Value ($000) $7,733 Shares 243,273 Est. Cost $27.42 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 7.4%
Value ($000) $7,675 Shares 146,415 Est. Cost $54.67 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 4.6%
Value ($000) $4,735 Shares 96,958 Est. Cost $50.51 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 3.9%
Value ($000) $4,036 Shares 50,438 Est. Cost $80.07 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 3.8%
Value ($000) $3,959 Shares 46,564 Est. Cost $84.88 Unrealized
IHF ISHARES DJ US HEALTH CARE PROVIDERS 2.9%
Value ($000) $3,004 Shares 24,634 Est. Cost $138.55 Unrealized
ITA ISHARES TR DOW JONESUS AEROSPACE & DEF 2.8%
Value ($000) $2,919 Shares 24,977 Est. Cost $121.55 Unrealized
IYC ISHARES DJ US CONSUMER SERVICES 2.8%
Value ($000) $2,886 Shares 19,794 Est. Cost $145.04 Unrealized
IDU ISHARES U.S. UTILITIES ETF 2.7%
Value ($000) $2,798 Shares 22,629 Est. Cost $123.65 Unrealized
IGV ISHARES S&P NORTH AMER TECH-SOFTWARE 2.6%
Value ($000) $2,723 Shares 27,053 Est. Cost $100.65 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 2.6%
Value ($000) $2,675 Shares 21,846 Est. Cost $122.45 Unrealized
ISHARES GOLD TRUST ETF 2.3%
Value ($000) $2,425 Shares 204,206 Est. Cost $11.88 Unrealized
SCHB SCHWAB ETFS- US BROAD MARKET ETF 1.9%
Value ($000) $1,981 Shares 40,209 Est. Cost $51.23 Unrealized
FXG FIRST TRUST CONSUMER ETF 1.0%
Value ($000) $1,007 Shares 21,836 Est. Cost $45.22 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.9%
Value ($000) $975 Shares 8,663 Est. Cost $116.99 Unrealized
FXD FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY 0.9%
Value ($000) $962 Shares 27,373 Est. Cost $36.16 Unrealized
FXU FIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUAL 0.9%
Value ($000) $925 Shares 35,624 Est. Cost $25.97 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 0.9%
Value ($000) $885 Shares 12,966 Est. Cost $67.18 Unrealized
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.8%
Value ($000) $873 Shares 61,880 Est. Cost $14.11 Unrealized
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $608 Shares 7,396 Est. Cost $58.07 Unrealized +6.2%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $580 Shares 2,622 Est. Cost $165.36 Unrealized -0.1%
AAPL APPLE INC 0.4%
Value ($000) $444 Shares 4,079 Est. Cost $25.42 Unrealized -11.3%
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $422 Shares 2,789 Est. Cost $87.47 Unrealized -3.9%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $403 Shares 7,454 Est. Cost $26.92 Unrealized +11.6%
VIRT VIRTU FINL INC CL A 0.4%
Value ($000) $397 Shares 18,000 Est. Cost $22.97 Unrealized -3.6%
T AT&T INC COM 0.4%
Value ($000) $374 Shares 9,572 Est. Cost $12.53 Unrealized +10.4%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $365 Shares 4,370 Est. Cost $51.39 Unrealized +1.1%
BK BANK NEW YORK MELLON CORP COM 0.3%
Value ($000) $362 Shares 9,832 Est. Cost $32.47 Unrealized -13.3%
MSFT MICROSOFT 0.3%
Value ($000) $270 Shares 4,898 Est. Cost $45.93 Unrealized +0.3%
KO COCA COLA CO COM 0.2%
Value ($000) $250 Shares 5,394 Est. Cost $30.90 Unrealized +3.0%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $242 Shares 1,846 Est. Cost $114.64 Unrealized -6.8%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $234 Shares 2,165 Est. Cost $75.93 Unrealized +3.7%
AMZN AMAZON.COM INC 0.2%
Value ($000) $213 Shares 359 Est. Cost $28.95 Unrealized -2.0%
IJH ISHARES CORE S&P MID CAP ETF 0.2%
Value ($000) $209 Shares 1,455 Est. Cost $152.30 Unrealized
HD HOME DEPOT 0.2%
Value ($000) $202 Shares 1,514 Est. Cost $99.96 Unrealized -1.6%
IHE ISHARES DJ US PHARMA INDEX F 0.2%
Value ($000) $199 Shares 1,456 Est. Cost $177.15 Unrealized
AGG ISHARES AGGREGATE BOND ETF 0.2%
Value ($000) $193 Shares 1,749 Est. Cost $110.00 Unrealized
IAI ISHARES TR DOW JONESUS BROKER DEALERS INDEX FD 0.2%
Value ($000) $187 Shares 4,997 Est. Cost $43.71 Unrealized
NBTB NBT BANCORP INC 0.2%
Value ($000) $178 Shares 6,608 Est. Cost $28.46 Unrealized -8.7%
MRK MERCK & CO INC 0.2%
Value ($000) $175 Shares 3,318 Est. Cost $36.66 Unrealized -1.7%
PEP PEPSICO INC COM 0.2%
Value ($000) $161 Shares 1,580 Est. Cost $73.47 Unrealized -0.3%
DVY ISHARES DJ SELECT DIVIDEND 0.2%
Value ($000) $159 Shares 1,953 Est. Cost $78.34 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $157 Shares 1,914 Est. Cost $84.90 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $154 Shares 2,426 Est. Cost $46.69 Unrealized -4.0%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $144 Shares 2,043 Est. Cost $52.61 Unrealized +0.5%
DIA SPDR DOW JONES INDUSTRIAL ETF 0.1%
Value ($000) $141 Shares 800 Est. Cost $180.00 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $134 Shares 180 Est. Cost $35.58 Unrealized -0.1%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $133 Shares 2,128 Est. Cost $29.47 Unrealized +5.5%
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $123 Shares 1,614 Est. Cost $54.54 Unrealized -2.7%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $117 Shares 1,196 Est. Cost $52.88 Unrealized +5.6%
C CITIGROUP INC 0.1%
Value ($000) $117 Shares 2,823 Est. Cost $39.62 Unrealized -21.2%
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $117 Shares 2,633 Est. Cost $39.33 Unrealized -7.9%
ABBV ABBVIE INC COM 0.1%
Value ($000) $109 Shares 1,922 Est. Cost $37.96 Unrealized -2.2%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $109 Shares 1,059 Est. Cost $72.60 Unrealized -0.3%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $108 Shares 526 Est. Cost $209.77 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $103 Shares 1,702 Est. Cost $23.58 Unrealized -3.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $102 Shares 724 Est. Cost $133.95 Unrealized -1.0%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $101 Shares 1,706 Est. Cost $49.38 Unrealized -9.2%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $101 Shares 1,023 Est. Cost $102.22 Unrealized -13.0%
UAA UNDER ARMOUR INC 0.1%
Value ($000) $100 Shares 1,190 Est. Cost $40.39 Unrealized -2.3%
MYLAN N V SHS EURO 0.1%
Value ($000) $99 Shares 2,151 Est. Cost $72.52 Unrealized
GOOGL GOOGLE INC 0.1%
Value ($000) $99 Shares 131 Est. Cost $36.63 Unrealized -0.3%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $98 Shares 1,804 Est. Cost $37.32 Unrealized +0.2%
HON HONEYWELL INTL INC 0.1%
Value ($000) $97 Shares 873 Est. Cost $74.28 Unrealized +2.8%
ABT ABBOTT LABS COM 0.1%
Value ($000) $96 Shares 2,306 Est. Cost $36.55 Unrealized -9.7%
MMM 3M CO COM 0.1%
Value ($000) $96 Shares 578 Est. Cost $92.20 Unrealized +0.6%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $93 Shares 2,336 Est. Cost $39.58 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.1%
Value ($000) $93 Shares 358 Est. Cost $365.02 Unrealized
NUVEEN MUN HIGH INCOME OPP FD COM 0.1%
Value ($000) $90 Shares 6,500 Est. Cost $13.85 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $88 Shares 1,296 Est. Cost $16.73 Unrealized +9.4%
META FACEBOOK INC CL A 0.1%
Value ($000) $87 Shares 767 Est. Cost $102.01 Unrealized +2.7%
SIRIUS XM RADIO INC 0.1%
Value ($000) $87 Shares 22,225 Est. Cost $3.85 Unrealized
OMC OMNICOM GROUP INC COM 0.1%
Value ($000) $85 Shares 1,023 Est. Cost $52.01 Unrealized +3.4%
PFE PFIZER INC COM 0.1%
Value ($000) $83 Shares 2,833 Est. Cost $20.14 Unrealized -7.2%
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.1%
Value ($000) $81 Shares 772 Est. Cost $104.89 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $80 Shares 703 Est. Cost $112.76 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.1%
Value ($000) $76 Shares 1,877 Est. Cost $43.51 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.1%
Value ($000) $76 Shares 1,620 Est. Cost $28.19 Unrealized +7.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $74 Shares 807 Est. Cost $72.90 Unrealized -12.9%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $74 Shares 783 Est. Cost $58.43 Unrealized -1.7%
INDEPENDENT BK GROUP INC COM 0.1%
Value ($000) $71 Shares 2,600 Est. Cost $27.31 Unrealized
AROW ARROW FINL CORP 0.1%
Value ($000) $71 Shares 2,701 Est. Cost $17.09 Unrealized -3.6%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $70 Shares 600 Est. Cost $88.85 Unrealized -1.2%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $69 Shares 965 Est. Cost $51.36 Unrealized -12.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $69 Shares 775 Est. Cost $69.10 Unrealized -2.1%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.1%
Value ($000) $66 Shares 827 Est. Cost $79.81 Unrealized
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $65 Shares 1,129 Est. Cost $35.94 Unrealized +8.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $62 Shares 775 Est. Cost $47.05 Unrealized +7.3%
IT GARTNER INC CL A 0.1%
Value ($000) $62 Shares 700 Est. Cost $88.55 Unrealized -4.5%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $60 Shares 167 Est. Cost $409.79 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $59 Shares 470 Est. Cost $87.24 Unrealized +7.7%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $57 Shares 643 Est. Cost $93.31 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $57 Shares 1,768 Est. Cost $26.65 Unrealized -8.5%
BA BOEING CO COM 0.1%
Value ($000) $56 Shares 446 Est. Cost $128.88 Unrealized -13.2%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.1%
Value ($000) $54 Shares 338 Est. Cost $171.26 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.1%
Value ($000) $54 Shares 1,620 Est. Cost $16.04 Unrealized -4.9%
AMERIGAS PARTNERS LP UNITS LTD PARTNERSHIP INT 0.1%
Value ($000) $54 Shares 1,249 Est. Cost $43.84 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $54 Shares 625 Est. Cost $86.40 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $53 Shares 358 Est. Cost $116.37 Unrealized -4.8%
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $53 Shares 416 Est. Cost $99.29 Unrealized +1.6%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $53 Shares 535 Est. Cost $116.94 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $51 Shares 336 Est. Cost $123.43 Unrealized -1.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $51 Shares 967 Est. Cost $44.02 Unrealized -3.7%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $50 Shares 800 Est. Cost $55.49 Unrealized -8.9%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.0%
Value ($000) $50 Shares 969 Est. Cost $57.21 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $49 Shares 826 Est. Cost $49.27 Unrealized -3.8%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $47 Shares 560 Est. Cost $85.71 Unrealized
SAM BOSTON BEER CO CL A 0.0%
Value ($000) $47 Shares 255 Est. Cost $219.24 Unrealized -16.9%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $46 Shares 2,468 Est. Cost $17.92 Unrealized -2.0%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $46 Shares 1,096 Est. Cost $26.41 Unrealized +10.8%
CSCO CISCO SYS INC 0.0%
Value ($000) $46 Shares 1,630 Est. Cost $20.16 Unrealized -6.0%
IYG ISHARES TR DOW JONES U S FINL SVCS 0.0%
Value ($000) $43 Shares 530 Est. Cost $89.35 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $43 Shares 693 Est. Cost $34.66 Unrealized +1.1%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $42 Shares 1,051 Est. Cost $33.27 Unrealized -15.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $42 Shares 817 Est. Cost $29.72 Unrealized +8.4%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $42 Shares 364 Est. Cost $115.38 Unrealized
IEI ISHARES 3-7 YR TREASURY BOND ETF 0.0%
Value ($000) $41 Shares 331 Est. Cost $120.85 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $41 Shares 501 Est. Cost $80.59 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $41 Shares 1,345 Est. Cost $5.52 Unrealized 0.0%
RAYTHEON CO COM NEW 0.0%
Value ($000) $40 Shares 328 Est. Cost $108.86 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $39 Shares 217 Est. Cost $161.69 Unrealized -1.0%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $38 Shares 698 Est. Cost $54.21 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $38 Shares 340 Est. Cost $105.96 Unrealized -1.7%
BUCKEYE PARTNERS UTS L P UNIT LTD PARTNERSHIP INT 0.0%
Value ($000) $38 Shares 560 Est. Cost $76.18 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $38 Shares 469 Est. Cost $61.65 Unrealized -0.8%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $38 Shares 941 Est. Cost $31.10 Unrealized +4.4%
GLW CORNING INC COM 0.0%
Value ($000) $36 Shares 1,743 Est. Cost $14.09 Unrealized +1.2%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $36 Shares 1,500 Est. Cost $24.00 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $34 Shares 872 Est. Cost $35.47 Unrealized -8.6%
PSEC PROSPECT CAPITAL CORPORATION 0.0%
Value ($000) $34 Shares 4,703 Est. Cost $2.07 Unrealized -3.2%
V VISA INC 0.0%
Value ($000) $33 Shares 436 Est. Cost $72.17 Unrealized -6.0%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $33 Shares 1,184 Est. Cost $27.89 Unrealized -16.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $32 Shares 205 Est. Cost $151.14 Unrealized -16.5%
F FORD MOTOR COMPANY 0.0%
Value ($000) $31 Shares 2,333 Est. Cost $8.34 Unrealized -10.7%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $31 Shares 1,455 Est. Cost $24.05 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $31 Shares 296 Est. Cost $70.63 Unrealized -4.2%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $31 Shares 654 Est. Cost $40.84 Unrealized -9.1%
RPM RPM INTL INC COM 0.0%
Value ($000) $30 Shares 652 Est. Cost $45.04 Unrealized -8.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $29 Shares 268 Est. Cost $100.35 Unrealized -5.0%
PSX PHILLIPS 66 0.0%
Value ($000) $29 Shares 343 Est. Cost $57.41 Unrealized -2.4%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $29 Shares 220 Est. Cost $85.39 Unrealized +8.7%
PPG PPG INDS INC COM 0.0%
Value ($000) $29 Shares 268 Est. Cost $82.79 Unrealized -0.8%
IP INTL PAPER CO COM 0.0%
Value ($000) $29 Shares 715 Est. Cost $24.89 Unrealized -8.4%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $28 Shares 367 Est. Cost $44.60 Unrealized +11.6%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $28 Shares 455 Est. Cost $43.05 Unrealized +2.8%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $28 Shares 280 Est. Cost $100.00 Unrealized
PATTERSON DENTAL CO 0.0%
Value ($000) $27 Shares 600 Est. Cost $46.67 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $26 Shares 292 Est. Cost $15.20 Unrealized -3.1%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $26 Shares 511 Est. Cost $39.99 Unrealized -7.7%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $25 Shares 238 Est. Cost $105.04 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $25 Shares 178 Est. Cost $140.45 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $25 Shares 414 Est. Cost $54.46 Unrealized -2.3%
NORTHWEST NAT GAS CO COM 0.0%
Value ($000) $25 Shares 473 Est. Cost $44.40 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $25 Shares 246 Est. Cost $71.40 Unrealized +2.6%
CIGNA CORP 0.0%
Value ($000) $25 Shares 185 Est. Cost $140.54 Unrealized
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $24.00 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $24 Shares 338 Est. Cost $56.10 Unrealized -5.3%
PBH PRESTIGE BRANDS HLDGS INC COM 0.0%
Value ($000) $23 Shares 447 Est. Cost $49.25 Unrealized 0.0%
SJM J M SMUCKER CO NEW 0.0%
Value ($000) $23 Shares 180 Est. Cost $90.09 Unrealized +3.7%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $23 Shares 277 Est. Cost $68.64 Unrealized -3.5%
BALL BALL CORP COM 0.0%
Value ($000) $22 Shares 312 Est. Cost $30.75 Unrealized -0.1%
EXPRESS SCRIPTS INC 0.0%
Value ($000) $22 Shares 331 Est. Cost $82.76 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $22 Shares 285 Est. Cost $31.01 Unrealized +1.9%
BRO BROWN & BROWN INC 0.0%
Value ($000) $21 Shares 589 Est. Cost $14.61 Unrealized +0.8%
ESP ESPEY MFG & ELECTRS CORP COM 0.0%
Value ($000) $21 Shares 872 Est. Cost $17.75 Unrealized -0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $21 Shares 270 Est. Cost $48.31 Unrealized 0.0%
D DOMINION RESOURCES INC 0.0%
Value ($000) $21 Shares 287 Est. Cost $45.14 Unrealized +2.1%
CERNER CORP 0.0%
Value ($000) $21 Shares 400 Est. Cost $66.91 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $21 Shares 845 Est. Cost $24.85 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $21 Shares 92 Est. Cost $44.17 Unrealized -3.0%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $20 Shares 275 Est. Cost $72.73 Unrealized
MAT MATTEL INC COM 0.0%
Value ($000) $20 Shares 604 Est. Cost $30.38 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $20 Shares 267 Est. Cost $59.53 Unrealized -7.3%
SYY SYSCO CORP COM 0.0%
Value ($000) $20 Shares 432 Est. Cost $31.62 Unrealized +5.6%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $20 Shares 178 Est. Cost $85.44 Unrealized -1.7%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND 0.0%
Value ($000) $20 Shares 290 Est. Cost $68.97 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $19 Shares 1,423 Est. Cost $13.23 Unrealized -17.9%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $19 Shares 473 Est. Cost $32.82 Unrealized -2.6%
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value ($000) $19 Shares 250 Est. Cost $76.00 Unrealized
CPA COPA HOLDINGS SA CL A 0.0%
Value ($000) $19 Shares 282 Est. Cost $42.39 Unrealized 0.0%
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $19 Shares 413 Est. Cost $46.00 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $18 Shares 451 Est. Cost $42.84 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $70.38 Unrealized +0.2%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $18 Shares 350 Est. Cost $51.43 Unrealized
CBRE CBRE GROUP INC A 0.0%
Value ($000) $18 Shares 635 Est. Cost $35.25 Unrealized -21.9%
MET METLIFE INC COM 0.0%
Value ($000) $17 Shares 401 Est. Cost $30.98 Unrealized -13.7%
PLUG PLUG PWR INC 0.0%
Value ($000) $17 Shares 8,355 Est. Cost $2.15 Unrealized -12.6%
DAL DELTA AIR LINES INC DEL CMN 0.0%
Value ($000) $17 Shares 357 Est. Cost $41.37 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $16 Shares 116 Est. Cost $130.06 Unrealized +0.2%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $16 Shares 418 Est. Cost $20.89 Unrealized -8.0%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $16 Shares 92 Est. Cost $155.14 Unrealized -3.9%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $16 Shares 438 Est. Cost $36.05 Unrealized 0.0%
TRUSTCO BANK CM 0.0%
Value ($000) $16 Shares 2,695 Est. Cost $6.73 Unrealized
BIDU BAIDU COM ADR 0.0%
Value ($000) $16 Shares 88 Est. Cost $193.18 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $16 Shares 462 Est. Cost $0.73 Unrealized +1.6%
IYK ISHARES DOW JONES US CONSUMER GOODS 0.0%
Value ($000) $16 Shares 145 Est. Cost $110.34 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $16 Shares 174 Est. Cost $97.70 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $15 Shares 1,062 Est. Cost $14.59 Unrealized -8.2%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $15 Shares 115 Est. Cost $106.84 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $15 Shares 210 Est. Cost $58.59 Unrealized +0.5%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $15 Shares 115 Est. Cost $125.14 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $15 Shares 231 Est. Cost $47.42 Unrealized +13.5%
SONIC CORP COM 0.0%
Value ($000) $15 Shares 427 Est. Cost $35.13 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $15 Shares 241 Est. Cost $40.46 Unrealized +1.8%
XYL XYLEM INC COM 0.0%
Value ($000) $14 Shares 345 Est. Cost $32.22 Unrealized +1.3%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $14 Shares 503 Est. Cost $26.84 Unrealized -1.8%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $14 Shares 336 Est. Cost $26.30 Unrealized +9.1%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $14 Shares 106 Est. Cost $24.14 Unrealized -7.8%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $14 Shares 293 Est. Cost $19.16 Unrealized -3.8%
ACHILLION PHARMACEUTICALS INC COM 0.0%
Value ($000) $13 Shares 1,740 Est. Cost $8.25 Unrealized
CSX CSX CORP 0.0%
Value ($000) $13 Shares 539 Est. Cost $7.79 Unrealized -10.0%
FOLD AMICUS THERAPEUTICS INC COM 0.0%
Value ($000) $13 Shares 1,613 Est. Cost $9.01 Unrealized -21.4%
YUM YUM! BRANDS INC 0.0%
Value ($000) $13 Shares 169 Est. Cost $43.30 Unrealized +1.1%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $12 Shares 195 Est. Cost $76.92 Unrealized
AMG AFFILIATED MANAGERS GROUP INC 0.0%
Value ($000) $12 Shares 75 Est. Cost $156.39 Unrealized -13.6%
AFL AFLAC INC COM 0.0%
Value ($000) $12 Shares 190 Est. Cost $24.44 Unrealized -3.5%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $12 Shares 85 Est. Cost $118.66 Unrealized +5.1%
CORE MARK HOLDING CO INC COM 0.0%
Value ($000) $12 Shares 12,385 Est. Cost $0.97 Unrealized
TARO PHARMACEUTICAL INDS LTD SHS 0.0%
Value ($000) $12 Shares 87 Est. Cost $137.93 Unrealized
BUD ANHEUSER BUSCH 0.0%
Value ($000) $12 Shares 99 Est. Cost $117.65 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $12 Shares 75 Est. Cost $28.85 Unrealized -14.8%
AIZ ASSURANT INC 0.0%
Value ($000) $12 Shares 158 Est. Cost $67.32 Unrealized -7.3%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $12 Shares 143 Est. Cost $49.08 Unrealized +5.9%
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 159 Est. Cost $88.05 Unrealized
INGERSOLL-RAND PLC SHS 0.0%
Value ($000) $12 Shares 200 Est. Cost $65.00 Unrealized
SOUTH JERSEY INDS INC COM 0.0%
Value ($000) $12 Shares 456 Est. Cost $25.16 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $11 Shares 416 Est. Cost $31.25 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $11 Shares 72 Est. Cost $132.48 Unrealized -3.6%
SCHR SCHWAB INTMEDIATE TERM US TREASURY ETF 0.0%
Value ($000) $11 Shares 204 Est. Cost $53.10 Unrealized
BRKR BRUKER BIOSCIENCES CORP 0.0%
Value ($000) $11 Shares 407 Est. Cost $19.94 Unrealized +20.1%
CRM SALESFORCE COM 0.0%
Value ($000) $11 Shares 150 Est. Cost $77.15 Unrealized -11.8%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $11 Shares 157 Est. Cost $65.48 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 0.0%
Value ($000) $11 Shares 206 Est. Cost $58.25 Unrealized
ARTNA ARTESIAN RES CORP CL A 0.0%
Value ($000) $11 Shares 413 Est. Cost $19.16 Unrealized +9.7%
NFLX NETFLIX COM INC 0.0%
Value ($000) $11 Shares 111 Est. Cost $10.54 Unrealized -6.9%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.00 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $11 Shares 300 Est. Cost $33.45 Unrealized -20.5%
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value ($000) $11 Shares 900 Est. Cost $12.22 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $10 Shares 108 Est. Cost $89.84 Unrealized -3.5%
STERICYCLE INC COM 0.0%
Value ($000) $10 Shares 81 Est. Cost $123.46 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.0%
Value ($000) $10 Shares 90 Est. Cost $87.70 Unrealized 0.0%
EL ESTEE LAUDER COMPANIES INC 0.0%
Value ($000) $10 Shares 111 Est. Cost $74.79 Unrealized +5.0%
PRGO PERRIGO CO 0.0%
Value ($000) $10 Shares 81 Est. Cost $153.80 Unrealized -11.1%
CRI CARTER INC COM 0.0%
Value ($000) $10 Shares 104 Est. Cost $73.68 Unrealized 0.0%
DXJ WISDOMTREE JAPAN HEDGED EQUITY 0.0%
Value ($000) $10 Shares 250 Est. Cost $56.00 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $10 Shares 51 Est. Cost $155.62 Unrealized +3.5%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $10 Shares 259 Est. Cost $38.53 Unrealized 0.0%
CTRIP.COM INTL LTD AMERICAN DEP SHS 0.0%
Value ($000) $10 Shares 233 Est. Cost $42.92 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $10 Shares 110 Est. Cost $36.46 Unrealized 0.0%
QUINTILES TRANSNATIONAL CORP COM 0.0%
Value ($000) $10 Shares 163 Est. Cost $66.67 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $10 Shares 173 Est. Cost $43.91 Unrealized +4.7%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $10 Shares 170 Est. Cost $47.74 Unrealized -7.9%
GRMN GARMIN LTD 0.0%
Value ($000) $10 Shares 271 Est. Cost $27.32 Unrealized +3.3%
GCO GENESCO INC COM 0.0%
Value ($000) $10 Shares 144 Est. Cost $64.52 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $10 Shares 236 Est. Cost $36.88 Unrealized -7.9%
CTAS CINTAS CORP COM 0.0%
Value ($000) $10 Shares 112 Est. Cost $19.39 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $10 Shares 86 Est. Cost $96.11 Unrealized 0.0%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $9 Shares 213 Est. Cost $46.22 Unrealized -9.1%
CB CHUBB LIMITED COM 0.0%
Value ($000) $9 Shares 76 Est. Cost $96.06 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.00 Unrealized
GLD SPDR GOLD ETF 0.0%
Value ($000) $9 Shares 77 Est. Cost $111.11 Unrealized
NXPI NXP SEMICONDUCTORS NV COM 0.0%
Value ($000) $9 Shares 122 Est. Cost $73.89 Unrealized -10.3%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $9 Shares 190 Est. Cost $38.99 Unrealized -5.2%
CBRL CRACKER BARREL INC 0.0%
Value ($000) $9 Shares 60 Est. Cost $86.95 Unrealized +3.2%
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $9 Shares 82 Est. Cost $109.76 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $9 Shares 57 Est. Cost $161.39 Unrealized -5.3%
MBB ISHARES MBS ETF 0.0%
Value ($000) $9 Shares 85 Est. Cost $105.88 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $8 Shares 87 Est. Cost $91.95 Unrealized
HAIN HAIN CELESTIAL GROUPINC 0.0%
Value ($000) $8 Shares 200 Est. Cost $45.35 Unrealized -17.2%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $8 Shares 106 Est. Cost $75.47 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $8 Shares 234 Est. Cost $32.63 Unrealized -14.5%
BR BROADRIDGE FIN SOL 0.0%
Value ($000) $8 Shares 147 Est. Cost $46.89 Unrealized -1.9%
BIGGQ BIG LOTS INC 0.0%
Value ($000) $8 Shares 195 Est. Cost $32.62 Unrealized -4.7%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $8 Shares 66 Est. Cost $138.20 Unrealized
XHB SPDR S&P HOMEBUILDERETF 0.0%
Value ($000) $8 Shares 246 Est. Cost $32.79 Unrealized
SCHE SCHWAB EMERGING MARKET EQ ETF 0.0%
Value ($000) $8 Shares 400 Est. Cost $25.00 Unrealized
S&P GLOBAL INC COM 0.0%
Value ($000) $8 Shares 82 Est. Cost $97.56 Unrealized
RCL ROYAL CARRIBBEAN CRUISES LTD 0.0%
Value ($000) $8 Shares 102 Est. Cost $84.50 Unrealized -17.6%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $8 Shares 124 Est. Cost $50.32 Unrealized -5.7%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $8 Shares 196 Est. Cost $32.96 Unrealized 0.0%
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $8 Shares 610 Est. Cost $12.39 Unrealized
APH AMPHENOL CORP CL A 0.0%
Value ($000) $8 Shares 144 Est. Cost $12.14 Unrealized -2.6%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $8 Shares 88 Est. Cost $35.26 Unrealized +5.8%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $7 Shares 73 Est. Cost $74.42 Unrealized -1.7%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $7 Shares 125 Est. Cost $48.56 Unrealized -3.8%
MAC MACERICH CO 0.0%
Value ($000) $7 Shares 94 Est. Cost $76.84 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $7 Shares 210 Est. Cost $21.53 Unrealized +6.3%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $7 Shares 113 Est. Cost $47.88 Unrealized 0.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $21.84 Unrealized +13.3%
WT WISDOMTREE INVTS INC COM 0.0%
Value ($000) $7 Shares 666 Est. Cost $12.00 Unrealized 0.0%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $7 Shares 89 Est. Cost $68.38 Unrealized +1.0%
CDK GLOBAL INC COM 0.0%
Value ($000) $7 Shares 166 Est. Cost $48.19 Unrealized
CELGENE CORP 0.0%
Value ($000) $7 Shares 79 Est. Cost $105.88 Unrealized
FOREST CITY RLTY TR INC COM CL A 0.0%
Value ($000) $6 Shares 293 Est. Cost $20.48 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $6 Shares 296 Est. Cost $12.67 Unrealized +8.0%
FBIN FORTUNE BRANDS HOME & SECURITY INC WI 0.0%
Value ($000) $6 Shares 110 Est. Cost $39.12 Unrealized -4.8%
WY WEYERHAEUSER CO 0.0%
Value ($000) $6 Shares 198 Est. Cost $18.15 Unrealized 0.0%
FIREEYE INC COM 0.0%
Value ($000) $6 Shares 350 Est. Cost $46.38 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $6 Shares 128 Est. Cost $47.33 Unrealized -11.0%
DLX DELUXE CORP COM 0.0%
Value ($000) $6 Shares 105 Est. Cost $38.42 Unrealized -2.9%
WDFC WD-40 CO COM 0.0%
Value ($000) $6 Shares 63 Est. Cost $82.86 Unrealized +6.8%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $6 Shares 86 Est. Cost $63.80 Unrealized -13.2%
CONCHO RESOURCES 0.0%
Value ($000) $6 Shares 62 Est. Cost $119.57 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE LP 0.0%
Value ($000) $6 Shares 300 Est. Cost $46.73 Unrealized
RYDEX S&P CNSMR DISCRETIONARY 0.0%
Value ($000) $5 Shares 65 Est. Cost $76.92 Unrealized
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $5 Shares 73 Est. Cost $68.49 Unrealized
AKAM AKAMAI TECH 0.0%
Value ($000) $5 Shares 98 Est. Cost $58.18 Unrealized -12.7%
AETNA INC COM 0.0%
Value ($000) $5 Shares 46 Est. Cost $108.70 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $5 Shares 76 Est. Cost $46.44 Unrealized +4.8%
TGT TARGET CORP COM 0.0%
Value ($000) $5 Shares 65 Est. Cost $55.93 Unrealized +0.8%
TIME WARNER INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $64.84 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $69.71 Unrealized -8.2%
GOLDMAN SACHS MLP ENERGY RENAI COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $14.00 Unrealized
CENTURYLINK INC COM 0.0%
Value ($000) $5 Shares 174 Est. Cost $28.74 Unrealized
FLR FLUOR CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $42.79 Unrealized +0.4%
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $5 Shares 428 Est. Cost $14.02 Unrealized
COKE COCA COLA BOTTLING CO CONS COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $18.15 Unrealized -12.7%
CHGG CHEGG INC COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $5.07 Unrealized 0.0%
SWX SOUTHWEST GAS HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 62 Est. Cost $57.15 Unrealized +5.4%
KAI KADANT INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.88 Unrealized -3.3%
SBS COMPANHIA DE SANEAM ADRF SPONSORED ADR 0.0%
Value ($000) $4 Shares 642 Est. Cost $4.67 Unrealized
RES RPC INC 0.0%
Value ($000) $4 Shares 337 Est. Cost $10.39 Unrealized +5.9%
ALLE ALLEGION PLC 0.0%
Value ($000) $4 Shares 66 Est. Cost $57.16 Unrealized -4.5%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $4 Shares 21 Est. Cost $14.62 Unrealized -10.0%
BT GROUP PLC ADR 0.0%
Value ($000) $4 Shares 130 Est. Cost $46.15 Unrealized
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $90.02 Unrealized -0.9%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
SEAGATE TECHNOLOGY 0.0%
Value ($000) $4 Shares 140 Est. Cost $28.57 Unrealized
SJNK SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 162 Est. Cost $24.69 Unrealized
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $4 Shares 173 Est. Cost $22.17 Unrealized 0.0%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $4 Shares 65 Est. Cost $39.77 Unrealized +9.8%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $3 Shares 183 Est. Cost $6.37 Unrealized 0.0%
FBT FIRST TR EXCHANGE TRADED FD AMEX BIOTECHNOLOGY INDEX 0.0%
Value ($000) $3 Shares 35 Est. Cost $123.52 Unrealized
PBI PITNEY BOWES INC COM 0.0%
Value ($000) $3 Shares 180 Est. Cost $20.68 Unrealized -8.1%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 50 Est. Cost $88.57 Unrealized
APT ALPHA PRO TECH LTD 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.69 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $20.35 Unrealized +7.1%
ANGO ANGIODYNAMICS INC 0.0%
Value ($000) $3 Shares 285 Est. Cost $12.32 Unrealized -10.3%
BLACKROCK CORPORATE HIGH YIELD FD VI INC 0.0%
Value ($000) $3 Shares 323 Est. Cost $9.29 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $60.37 Unrealized -2.5%
LEN LENNAR CORP CL A 0.0%
Value ($000) $3 Shares 77 Est. Cost $42.03 Unrealized -11.1%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $3 Shares 80 Est. Cost $37.50 Unrealized
TWITTER INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $34.04 Unrealized
NEO NEOGENOMICS INC COM NEW 0.0%
Value ($000) $2 Shares 300 Est. Cost $7.32 Unrealized -10.1%
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 0.0%
Value ($000) $2 Shares 115 Est. Cost $52.17 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $2 Shares 89 Est. Cost $23.99 Unrealized -21.6%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $67.03 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 98 Est. Cost $40.82 Unrealized
ROYAL DUTCH SHELL PLC-ADR 0.0%
Value ($000) $2 Shares 53 Est. Cost $56.60 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $59.80 Unrealized -14.6%
J ALEXANDERS HLDGS INC COM 0.0%
Value ($000) $2 Shares 253 Est. Cost $7.91 Unrealized
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $2 Shares 64 Est. Cost $30.10 Unrealized -13.7%
NEM NEWMONT MINING CORP COM 0.0%
Value ($000) $2 Shares 80 Est. Cost $14.41 Unrealized +26.1%
XHE SPDR S&P HEALTH CARE EQUIPMENT ETF 0.0%
Value ($000) $2 Shares 58 Est. Cost $51.72 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $2 Shares 48 Est. Cost $48.30 Unrealized +4.3%
EBAY EBAY INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.58 Unrealized -11.9%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $27.59 Unrealized 0.0%
SCHH SCH US REIT ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $31.58 Unrealized
IXC ISHARES S&P GLOBAL ENERGY 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.67 Unrealized
IYM ISHARES DJ US BASIC MATERIALS 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $2 Shares 200 Est. Cost $6.88 Unrealized -7.4%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $2 Shares 109 Est. Cost $16.41 Unrealized -10.5%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $177.13 Unrealized +1.3%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $71.28 Unrealized 0.0%
SRLN SPDR BLACKSTONE/ GSO SENIOR LOAN ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
HARRIS CORP DEL COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.48 Unrealized 0.0%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $62.70 Unrealized -2.8%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $62.87 Unrealized -19.7%
NJR NEW JERSEY RES COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $25.00 Unrealized 0.0%
PCG PG&E CORP COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $50.71 Unrealized +2.9%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $134.62 Unrealized 0.0%
ALPS TRUST ETF ALERIAN MLP 0.0%
Value ($000) $1 Shares 142 Est. Cost $14.58 Unrealized
TDG TRANSDIGM GROUP INC COM DELAWARE 0.0%
Value ($000) $1 Shares 8 Est. Cost $140.66 Unrealized -3.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $94.71 Unrealized 0.0%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $26.60 Unrealized 0.0%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.10 Unrealized 0.0%
MARATHON OIL CORP COM 0.0%
Value ($000) $1 Shares 176 Est. Cost $24.91 Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $1 Shares 63 Est. Cost $15.87 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $1 Shares 14 Est. Cost $34.83 Unrealized -7.1%
MS MORGAN STANLEY 0.0%
Value ($000) $1 Shares 43 Est. Cost $22.62 Unrealized -14.6%
SBNY SIGNATURE BK NEW YORK N Y COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $90.91 Unrealized
ARW ARROW ELECTRS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $57.00 Unrealized -2.6%
ATR APTARGROUP INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $64.16 Unrealized 0.0%
NFG NATIONAL FUEL GAS CO N J COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $46.05 Unrealized 0.0%
VIAV JDS UNIPHASE CORP 0.0%
Value ($000) $1 Shares 250 Est. Cost $6.06 Unrealized -0.8%
ELV ANTHEM INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $119.60 Unrealized -2.6%
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $52.42 Unrealized -3.9%
OHI OMEGA HEALTHCARE INVESTORS INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
NEAR ISHARES SHORT MATURITY BOND ETF 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
PII POLARIS INDS INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $86.74 Unrealized 0.0%
AEROHIVE NETWORKS INC 0.0%
Value ($000) $1 Shares 400 Est. Cost $5.00 Unrealized
PRAXAIR INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $116.67 Unrealized
NORDSTROM INC COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
NSC NORFOLK SOUTHERN CRP 0.0%
Value ($000) $1 Shares 18 Est. Cost $61.54 Unrealized 0.0%
EIX EDISON INTL COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $43.56 Unrealized 0.0%
EATON VANCE CORP COM NON VTG 0.0%
Value ($000) $1 Shares 44 Est. Cost $22.73 Unrealized
ZIX CORP COM 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
WYNDHAM WORLDWIDE CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $1 Shares 44 Est. Cost $16.97 Unrealized 0.0%
WORLDPAY INC CL A 0.0%
Value ($000) $1 Shares 22 Est. Cost $21.74 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $43.55 Unrealized -29.4%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.72 Unrealized 0.0%
SCANA CORP NEW COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $65.04 Unrealized +1.9%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
VRTS VIRTUS INVESTMENT PARTNERS, INC. 0.0%
Value ($000) $1 Shares 13 Est. Cost $90.29 Unrealized -24.7%
SYK STRYKER CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $88.14 Unrealized 0.0%
TD AMERITRADE HOLDING CP 0.0%
Value ($000) $1 Shares 42 Est. Cost $22.22 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $1 Shares 32 Est. Cost $62.50 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $58.07 Unrealized 0.0%
BLACKROCK INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
GBF ISHARES GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
IEF ISHARES 7-10 YR TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
TLT ISHARES 20 YR TREASURY ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
TLH ISHARES 10-20 YR TREASURY ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $1 Shares 104 Est. Cost $9.10 Unrealized -15.2%
HOWARD HUGHES CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
MVIS MICROVISION INC 0.0%
Value ($000) $0 Shares 313 Est. Cost $2.79 Unrealized -8.9%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $0 Shares 7 Est. Cost $30.91 Unrealized -11.0%
MCK MCKESSON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $149.58 Unrealized 0.0%
ENERPLUS CORP 0.0%
Value ($000) $0 Shares 47 Est. Cost Unrealized
TELLURIAN INC NEW COM 0.0%
Value ($000) $0 Shares 49 Est. Cost Unrealized
NUVEEN CREDIT STRATEGIES INCOME 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
VERITIV CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $17.47 Unrealized 0.0%
ANADARKO PETE CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
BB BLACKBERRY LTD COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $7.69 Unrealized -2.4%
OMEX ODYSSEY MARINE EXPL INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $3.63 Unrealized 0.0%
BLDP BALLARD POWER SYSTEMS, INC. 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.42 Unrealized -4.1%
DDD 3D SYSTEMS CORPORATION 0.0%
Value ($000) $0 Shares 20 Est. Cost $10.32 Unrealized -0.1%
MALLINCKRODT PUB LTD CO SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
APACHE CORP COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $0 Shares 4 Est. Cost $45.77 Unrealized 0.0%
DOV DOVER CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $40.98 Unrealized 0.0%
RITE AID CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
VOD VODAFONE GROUP NEW ADR F 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
KTOS KRATOS DEFENSE & SECSOLUTIONS COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.43 Unrealized -18.4%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $59.39 Unrealized -2.4%
WMI HOLDINGS CORP. 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $3.64 Unrealized 0.0%
CNH CNH INDUSTRIAL NV COM EUR0.01 0.0%
Value ($000) $0 Shares 34 Est. Cost $5.06 Unrealized -6.7%
GM GENERAL MOTORS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $24.28 Unrealized 0.0%
HALYARD HEALTH INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
HCA HCA INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $64.86 Unrealized +0.1%
GDEN GOLDEN ENTMT INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $7.87 Unrealized 0.0%
CIT GROUP INC NEW COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $33.33 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $20.59 Unrealized +8.2%