MinichMacGregor Wealth Management, LLC Diversified Active

CIK: 0001744318 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jun 28, 2018

Total Value ($000): $105,939 (100.0% shares, 0.0% debt)

Holdings (468)

SCHO SCHWAB SHORT TERM US TREASURY ETF 19.2%
Value ($000) $20,370 Shares 399,729 Est. Cost $50.75 Unrealized
SHV ISHARES TR LEHMAN SHORT TREA BDFD 11.4%
Value ($000) $12,029 Shares 108,910 Est. Cost $110.31 Unrealized
GENERAL ELECTRIC CO COM 7.3%
Value ($000) $7,692 Shares 244,355 Est. Cost $27.42 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 7.2%
Value ($000) $7,646 Shares 145,734 Est. Cost $54.67 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 4.5%
Value ($000) $4,797 Shares 96,403 Est. Cost $50.51 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 3.9%
Value ($000) $4,096 Shares 50,671 Est. Cost $80.07 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 3.8%
Value ($000) $3,974 Shares 46,582 Est. Cost $84.88 Unrealized
IHF ISHARES DJ US HEALTH CARE PROVIDERS 3.0%
Value ($000) $3,153 Shares 24,757 Est. Cost $138.55 Unrealized
ITA ISHARES TR DOW JONESUS AEROSPACE & DEF 3.0%
Value ($000) $3,136 Shares 25,102 Est. Cost $121.55 Unrealized
IDU ISHARES U.S. UTILITIES ETF 2.8%
Value ($000) $2,992 Shares 22,793 Est. Cost $123.65 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 2.8%
Value ($000) $2,978 Shares 21,972 Est. Cost $122.45 Unrealized
IGV ISHARES S&P NORTH AMER TECH-SOFTWARE 2.7%
Value ($000) $2,861 Shares 27,208 Est. Cost $100.65 Unrealized
IYC ISHARES DJ US CONSUMER SERVICES 2.7%
Value ($000) $2,855 Shares 19,912 Est. Cost $145.04 Unrealized
ISHARES GOLD TRUST ETF 2.5%
Value ($000) $2,628 Shares 205,970 Est. Cost $11.88 Unrealized
SCHB SCHWAB ETFS- US BROAD MARKET ETF 1.9%
Value ($000) $2,023 Shares 40,222 Est. Cost $51.23 Unrealized
FXG FIRST TRUST CONSUMER ETF 1.0%
Value ($000) $1,086 Shares 22,454 Est. Cost $45.31 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.9%
Value ($000) $1,004 Shares 8,645 Est. Cost $116.99 Unrealized
FBT FIRST TR EXCHANGE TRADED FD AMEX BIOTECHNOLOGY INDEX 0.9%
Value ($000) $979 Shares 13,531 Est. Cost $72.48 Unrealized
FXU FIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUAL 0.9%
Value ($000) $963 Shares 35,640 Est. Cost $25.97 Unrealized
FXD FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY 0.9%
Value ($000) $946 Shares 28,072 Est. Cost $36.10 Unrealized
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.9%
Value ($000) $907 Shares 60,907 Est. Cost $14.11 Unrealized
GLD SPDR GOLD ETF 0.7%
Value ($000) $751 Shares 5,945 Est. Cost $126.13 Unrealized
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $617 Shares 2,489 Est. Cost $165.36 Unrealized +10.3%
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $605 Shares 7,146 Est. Cost $58.07 Unrealized +9.1%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $437 Shares 7,843 Est. Cost $27.15 Unrealized +15.9%
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $418 Shares 2,759 Est. Cost $87.47 Unrealized +8.8%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $396 Shares 4,230 Est. Cost $51.39 Unrealized +12.6%
BK BANK NEW YORK MELLON CORP COM 0.4%
Value ($000) $381 Shares 9,832 Est. Cost $32.47 Unrealized -4.5%
T AT&T INC COM 0.4%
Value ($000) $379 Shares 8,778 Est. Cost $12.53 Unrealized +20.6%
AAPL APPLE INC 0.3%
Value ($000) $347 Shares 3,637 Est. Cost $25.42 Unrealized -11.0%
VIRT VIRTU FINL INC CL A 0.3%
Value ($000) $324 Shares 18,000 Est. Cost $22.97 Unrealized -16.8%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $264 Shares 2,178 Est. Cost $75.93 Unrealized +14.6%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $257 Shares 1,848 Est. Cost $114.64 Unrealized -1.4%
IJH ISHARES CORE S&P MID CAP ETF 0.2%
Value ($000) $217 Shares 1,458 Est. Cost $152.30 Unrealized
IHE ISHARES DJ US PHARMA INDEX F 0.2%
Value ($000) $210 Shares 1,458 Est. Cost $177.15 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $203 Shares 4,497 Est. Cost $30.90 Unrealized +7.8%
AGG ISHARES AGGREGATE BOND ETF 0.2%
Value ($000) $196 Shares 1,749 Est. Cost $110.00 Unrealized
MSFT MICROSOFT 0.2%
Value ($000) $194 Shares 3,806 Est. Cost $45.93 Unrealized +0.1%
HD HOME DEPOT 0.2%
Value ($000) $186 Shares 1,459 Est. Cost $99.96 Unrealized +5.0%
NBTB NBT BANCORP INC 0.2%
Value ($000) $184 Shares 6,461 Est. Cost $28.46 Unrealized -1.2%
IAI ISHARES TR DOW JONESUS BROKER DEALERS INDEX FD 0.2%
Value ($000) $180 Shares 5,009 Est. Cost $43.71 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $167 Shares 1,582 Est. Cost $73.47 Unrealized +4.9%
DVY ISHARES DJ SELECT DIVIDEND 0.2%
Value ($000) $166 Shares 1,953 Est. Cost $78.34 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $153 Shares 2,670 Est. Cost $36.66 Unrealized +7.7%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $152 Shares 1,799 Est. Cost $84.90 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $150 Shares 2,062 Est. Cost $52.61 Unrealized +8.1%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $148 Shares 2,022 Est. Cost $46.69 Unrealized +8.1%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $146 Shares 2,128 Est. Cost $29.47 Unrealized +12.7%
DIA SPDR DOW JONES INDUSTRIAL ETF 0.1%
Value ($000) $143 Shares 800 Est. Cost $180.00 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $124 Shares 180 Est. Cost $35.58 Unrealized +0.2%
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $123 Shares 1,626 Est. Cost $54.54 Unrealized +9.7%
C CITIGROUP INC 0.1%
Value ($000) $119 Shares 2,825 Est. Cost $39.62 Unrealized -16.5%
NUVEEN MUN HIGH INCOME OPP FD COM 0.1%
Value ($000) $118 Shares 8,000 Est. Cost $14.02 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $118 Shares 1,922 Est. Cost $37.96 Unrealized +7.9%
INDEPENDENT BK GROUP INC COM 0.1%
Value ($000) $111 Shares 2,600 Est. Cost $27.31 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $110 Shares 1,697 Est. Cost $23.58 Unrealized +4.9%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $110 Shares 526 Est. Cost $209.77 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.1%
Value ($000) $108 Shares 4,855 Est. Cost $22.79 Unrealized
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $106 Shares 1,712 Est. Cost $49.38 Unrealized -2.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $104 Shares 724 Est. Cost $133.95 Unrealized +6.7%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $103 Shares 1,057 Est. Cost $101.90 Unrealized -9.5%
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $103 Shares 2,633 Est. Cost $39.33 Unrealized -3.0%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $102 Shares 1,075 Est. Cost $72.63 Unrealized +2.6%
MMM 3M CO COM 0.1%
Value ($000) $101 Shares 578 Est. Cost $92.20 Unrealized +11.1%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $101 Shares 996 Est. Cost $52.88 Unrealized +16.1%
META FACEBOOK INC CL A 0.1%
Value ($000) $100 Shares 880 Est. Cost $103.61 Unrealized +10.4%
PFE PFIZER INC COM 0.1%
Value ($000) $99 Shares 2,834 Est. Cost $20.14 Unrealized +4.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $97 Shares 835 Est. Cost $74.28 Unrealized +13.3%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $96 Shares 2,336 Est. Cost $39.58 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $94 Shares 1,804 Est. Cost $37.32 Unrealized +11.3%
WMT WALMART INC COM 0.1%
Value ($000) $93 Shares 1,281 Est. Cost $16.73 Unrealized +16.6%
MYLAN N V SHS EURO 0.1%
Value ($000) $92 Shares 2,136 Est. Cost $72.52 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.1%
Value ($000) $92 Shares 358 Est. Cost $365.02 Unrealized
SIRIUS XM RADIO INC 0.1%
Value ($000) $87 Shares 22,225 Est. Cost $3.85 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $84 Shares 2,140 Est. Cost $36.55 Unrealized -8.7%
OMC OMNICOM GROUP INC COM 0.1%
Value ($000) $83 Shares 1,023 Est. Cost $52.01 Unrealized +14.7%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $82 Shares 703 Est. Cost $112.76 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $81 Shares 775 Est. Cost $58.43 Unrealized +14.2%
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.1%
Value ($000) $81 Shares 772 Est. Cost $104.89 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.1%
Value ($000) $75 Shares 1,620 Est. Cost $28.19 Unrealized +15.4%
GOOGL GOOGLE INC 0.1%
Value ($000) $75 Shares 108 Est. Cost $36.63 Unrealized -0.6%
AROW ARROW FINL CORP 0.1%
Value ($000) $74 Shares 2,458 Est. Cost $17.09 Unrealized +4.5%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $71 Shares 600 Est. Cost $88.85 Unrealized +3.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $71 Shares 775 Est. Cost $69.10 Unrealized +3.9%
SCHM SCHWAB US MID-CAP ETF 0.1%
Value ($000) $69 Shares 1,646 Est. Cost $43.51 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $69 Shares 968 Est. Cost $51.36 Unrealized -4.7%
IT GARTNER INC CL A 0.1%
Value ($000) $68 Shares 700 Est. Cost $88.55 Unrealized +7.3%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $67 Shares 1,129 Est. Cost $35.94 Unrealized +13.0%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.1%
Value ($000) $67 Shares 827 Est. Cost $79.81 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $66 Shares 779 Est. Cost $47.05 Unrealized +14.4%
FIS FIDELITY NATL INFORMATION SVCS COM 0.1%
Value ($000) $60 Shares 819 Est. Cost $55.59 Unrealized +7.0%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.1%
Value ($000) $60 Shares 1,620 Est. Cost $16.04 Unrealized +0.8%
BA BOEING CO COM 0.1%
Value ($000) $59 Shares 458 Est. Cost $128.60 Unrealized -7.8%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $59 Shares 643 Est. Cost $93.31 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $58 Shares 706 Est. Cost $72.90 Unrealized -13.9%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $58 Shares 167 Est. Cost $409.79 Unrealized -6.5%
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $58 Shares 412 Est. Cost $99.29 Unrealized +15.0%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $58 Shares 345 Est. Cost $123.82 Unrealized +11.7%
AMERIGAS PARTNERS LP UNITS LTD PARTNERSHIP INT 0.1%
Value ($000) $58 Shares 1,253 Est. Cost $43.84 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.1%
Value ($000) $57 Shares 338 Est. Cost $171.26 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $57 Shares 2,468 Est. Cost $17.92 Unrealized +20.7%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $56 Shares 551 Est. Cost $116.50 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $55 Shares 625 Est. Cost $86.40 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $55 Shares 458 Est. Cost $87.24 Unrealized +13.7%
AMGN AMGEN INC 0.1%
Value ($000) $54 Shares 358 Est. Cost $116.37 Unrealized +0.3%
INTC INTEL CORP COM 0.0%
Value ($000) $52 Shares 1,609 Est. Cost $26.65 Unrealized -5.7%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $50 Shares 1,096 Est. Cost $26.41 Unrealized +19.7%
O REALTY INCOME CORP 0.0%
Value ($000) $48 Shares 693 Est. Cost $34.66 Unrealized +11.3%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $47 Shares 1,177 Est. Cost $40.39 Unrealized -1.1%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $46 Shares 560 Est. Cost $85.71 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $46 Shares 1,630 Est. Cost $20.16 Unrealized +3.4%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.0%
Value ($000) $46 Shares 869 Est. Cost $57.21 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $44 Shares 340 Est. Cost $105.96 Unrealized +2.1%
RAYTHEON CO COM NEW 0.0%
Value ($000) $44 Shares 329 Est. Cost $108.86 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $43 Shares 1,500 Est. Cost $24.00 Unrealized
SAM BOSTON BEER CO CL A 0.0%
Value ($000) $43 Shares 255 Est. Cost $219.24 Unrealized -26.2%
SO SOUTHERN CO COM 0.0%
Value ($000) $43 Shares 817 Est. Cost $29.72 Unrealized +13.1%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $42 Shares 501 Est. Cost $80.59 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $42 Shares 941 Est. Cost $31.10 Unrealized +20.5%
FTNT FORTINET INC COM 0.0%
Value ($000) $42 Shares 1,343 Est. Cost $5.52 Unrealized +17.3%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $42 Shares 541 Est. Cost $56.90 Unrealized +2.4%
CCL CARNIVAL CORP 0.0%
Value ($000) $42 Shares 953 Est. Cost $44.02 Unrealized -1.9%
IYG ISHARES TR DOW JONES U S FINL SVCS 0.0%
Value ($000) $42 Shares 530 Est. Cost $89.35 Unrealized
AMZN AMAZON.COM INC 0.0%
Value ($000) $42 Shares 59 Est. Cost $28.95 Unrealized +16.8%
IEI ISHARES 3-7 YR TREASURY BOND ETF 0.0%
Value ($000) $42 Shares 331 Est. Cost $120.85 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $41 Shares 3,338 Est. Cost $8.22 Unrealized -3.4%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $39 Shares 874 Est. Cost $35.47 Unrealized -1.8%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $39 Shares 698 Est. Cost $54.21 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $39 Shares 906 Est. Cost $33.27 Unrealized -1.4%
BUCKEYE PARTNERS UTS L P UNIT LTD PARTNERSHIP INT 0.0%
Value ($000) $39 Shares 560 Est. Cost $76.18 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $39 Shares 217 Est. Cost $161.69 Unrealized +1.5%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $37 Shares 321 Est. Cost $115.38 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $37 Shares 661 Est. Cost $49.27 Unrealized -5.7%
PSEC PROSPECT CAPITAL CORPORATION 0.0%
Value ($000) $37 Shares 4,821 Est. Cost $2.08 Unrealized +13.2%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $36 Shares 1,007 Est. Cost $37.40 Unrealized 0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $33 Shares 279 Est. Cost $100.53 Unrealized +4.4%
RPM RPM INTL INC COM 0.0%
Value ($000) $32 Shares 652 Est. Cost $45.04 Unrealized +11.3%
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $31 Shares 1,022 Est. Cost $24.14 Unrealized
V VISA INC 0.0%
Value ($000) $31 Shares 429 Est. Cost $72.17 Unrealized +1.5%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $31 Shares 296 Est. Cost $70.63 Unrealized +3.5%
GLW CORNING INC COM 0.0%
Value ($000) $30 Shares 1,494 Est. Cost $14.09 Unrealized +10.1%
IP INTL PAPER CO COM 0.0%
Value ($000) $30 Shares 715 Est. Cost $24.89 Unrealized +5.6%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $30 Shares 654 Est. Cost $40.84 Unrealized -8.8%
NORTHWEST NAT GAS CO COM 0.0%
Value ($000) $30 Shares 473 Est. Cost $44.40 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $30 Shares 221 Est. Cost $85.39 Unrealized +10.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $29 Shares 367 Est. Cost $44.60 Unrealized +19.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $29 Shares 201 Est. Cost $151.14 Unrealized -15.4%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $29 Shares 280 Est. Cost $100.00 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $29 Shares 1,178 Est. Cost $27.89 Unrealized -9.8%
PATTERSON DENTAL CO 0.0%
Value ($000) $28 Shares 600 Est. Cost $46.67 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $27 Shares 343 Est. Cost $57.41 Unrealized -1.2%
PPG PPG INDS INC COM 0.0%
Value ($000) $27 Shares 268 Est. Cost $82.79 Unrealized +10.6%
SJM J M SMUCKER CO NEW 0.0%
Value ($000) $27 Shares 180 Est. Cost $90.09 Unrealized +10.0%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $27 Shares 511 Est. Cost $39.99 Unrealized +0.7%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $27 Shares 455 Est. Cost $43.05 Unrealized +15.6%
BVN COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR 0.0%
Value ($000) $27 Shares 2,266 Est. Cost $11.92 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $26 Shares 292 Est. Cost $15.20 Unrealized +5.4%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $26 Shares 177 Est. Cost $140.45 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $25 Shares 243 Est. Cost $71.40 Unrealized +16.6%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $25 Shares 98 Est. Cost $44.20 Unrealized +0.9%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $24 Shares 320 Est. Cost $61.65 Unrealized -2.2%
SHIRE PLC SPONSORED ADR 0.0%
Value ($000) $24 Shares 135 Est. Cost $177.78 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $23 Shares 270 Est. Cost $48.31 Unrealized +10.9%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $23 Shares 300 Est. Cost $31.13 Unrealized +7.1%
CERNER CORP 0.0%
Value ($000) $23 Shares 400 Est. Cost $66.91 Unrealized
CIGNA CORP 0.0%
Value ($000) $23 Shares 185 Est. Cost $140.54 Unrealized
FXH FIRST TR EXCH TRADED FD HEALTH CARE ALPHADEX FD 0.0%
Value ($000) $23 Shares 400 Est. Cost $57.50 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $22 Shares 845 Est. Cost $24.85 Unrealized
D DOMINION RESOURCES INC 0.0%
Value ($000) $22 Shares 287 Est. Cost $45.14 Unrealized +5.8%
HSY HERSHEY CO COM 0.0%
Value ($000) $22 Shares 200 Est. Cost $70.38 Unrealized +5.7%
BALL BALL CORP COM 0.0%
Value ($000) $22 Shares 312 Est. Cost $30.75 Unrealized +6.3%
ESP ESPEY MFG & ELECTRS CORP COM 0.0%
Value ($000) $22 Shares 872 Est. Cost $17.75 Unrealized +0.7%
BRO BROWN & BROWN INC 0.0%
Value ($000) $22 Shares 589 Est. Cost $14.61 Unrealized +11.9%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $21 Shares 191 Est. Cost $86.12 Unrealized +10.8%
SYY SYSCO CORP COM 0.0%
Value ($000) $21 Shares 432 Est. Cost $31.62 Unrealized +19.2%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND 0.0%
Value ($000) $20 Shares 290 Est. Cost $68.97 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value ($000) $20 Shares 250 Est. Cost $76.00 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $20 Shares 275 Est. Cost $72.73 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $19 Shares 454 Est. Cost $42.84 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $19 Shares 229 Est. Cost $59.00 Unrealized +7.6%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $19 Shares 230 Est. Cost $47.42 Unrealized +30.4%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $19 Shares 475 Est. Cost $32.82 Unrealized +5.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $19 Shares 129 Est. Cost $131.42 Unrealized +9.3%
BAC BANK AMER CORP COM 0.0%
Value ($000) $18 Shares 1,425 Est. Cost $13.23 Unrealized -14.3%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $18 Shares 392 Est. Cost $22.12 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $18 Shares 177 Est. Cost $105.04 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $17 Shares 241 Est. Cost $40.46 Unrealized +12.3%
TRUSTCO BANK CM 0.0%
Value ($000) $17 Shares 2,700 Est. Cost $6.73 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $17 Shares 418 Est. Cost $20.89 Unrealized +10.9%
MET METLIFE INC COM 0.0%
Value ($000) $16 Shares 403 Est. Cost $30.98 Unrealized -9.1%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $16 Shares 503 Est. Cost $26.84 Unrealized +11.6%
CBRE CBRE GROUP INC A 0.0%
Value ($000) $16 Shares 635 Est. Cost $35.25 Unrealized -17.0%
IYK ISHARES DOW JONES US CONSUMER GOODS 0.0%
Value ($000) $16 Shares 144 Est. Cost $110.34 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $16 Shares 116 Est. Cost $125.14 Unrealized
EXPRESS SCRIPTS INC 0.0%
Value ($000) $16 Shares 215 Est. Cost $82.76 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $16 Shares 174 Est. Cost $97.70 Unrealized
PAAS PAN AMERICAN SILVER CORP COM 0.0%
Value ($000) $15 Shares 938 Est. Cost $14.31 Unrealized 0.0%
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $15 Shares 885 Est. Cost $13.81 Unrealized
VLRS CONTROLADORA VUELA CIA DE AVIA SPON ADR RP 10 0.0%
Value ($000) $15 Shares 826 Est. Cost $18.16 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $15 Shares 344 Est. Cost $32.22 Unrealized +20.0%
PLUG PLUG PWR INC 0.0%
Value ($000) $15 Shares 8,355 Est. Cost $2.15 Unrealized -11.2%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $15 Shares 96 Est. Cost $24.14 Unrealized -0.1%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $15 Shares 242 Est. Cost $59.53 Unrealized -6.7%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $15 Shares 336 Est. Cost $26.30 Unrealized +16.7%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $15 Shares 92 Est. Cost $155.14 Unrealized +13.7%
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $15 Shares 413 Est. Cost $46.00 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $15 Shares 438 Est. Cost $36.05 Unrealized +5.8%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $15 Shares 118 Est. Cost $107.03 Unrealized +6.7%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $14 Shares 143 Est. Cost $49.08 Unrealized +14.3%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $14 Shares 86 Est. Cost $118.85 Unrealized +14.0%
BIDU BAIDU COM ADR 0.0%
Value ($000) $14 Shares 88 Est. Cost $193.18 Unrealized
SOUTH JERSEY INDS INC COM 0.0%
Value ($000) $14 Shares 456 Est. Cost $25.16 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $14 Shares 169 Est. Cost $43.30 Unrealized +14.2%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $14 Shares 119 Est. Cost $104.21 Unrealized 0.0%
TPC TUTOR PERINI CORP COM 0.0%
Value ($000) $14 Shares 628 Est. Cost $19.51 Unrealized 0.0%
ARTNA ARTESIAN RES CORP CL A 0.0%
Value ($000) $14 Shares 413 Est. Cost $19.16 Unrealized +13.9%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $14 Shares 1,062 Est. Cost $14.59 Unrealized -2.4%
CSX CSX CORP 0.0%
Value ($000) $13 Shares 526 Est. Cost $7.79 Unrealized -2.7%
NKE NIKE INC CLASS B 0.0%
Value ($000) $13 Shares 245 Est. Cost $54.46 Unrealized -7.6%
BUD ANHEUSER BUSCH 0.0%
Value ($000) $13 Shares 99 Est. Cost $117.65 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $13 Shares 195 Est. Cost $76.92 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 159 Est. Cost $88.05 Unrealized
SA SEABRIDGE GOLD INC COM 0.0%
Value ($000) $13 Shares 905 Est. Cost $13.55 Unrealized 0.0%
AIZ ASSURANT INC 0.0%
Value ($000) $13 Shares 158 Est. Cost $67.32 Unrealized +3.2%
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 0.0%
Value ($000) $13 Shares 330 Est. Cost $39.39 Unrealized
ACHILLION PHARMACEUTICALS INC COM 0.0%
Value ($000) $13 Shares 1,740 Est. Cost $8.25 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $13 Shares 173 Est. Cost $79.03 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $12 Shares 126 Est. Cost $36.92 Unrealized +8.6%
PLAY DAVE & BUSTERS ENTMT INC COM 0.0%
Value ($000) $12 Shares 272 Est. Cost $41.46 Unrealized 0.0%
CORE MARK HOLDING CO INC COM 0.0%
Value ($000) $12 Shares 12,385 Est. Cost $0.97 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $12 Shares 54 Est. Cost $214.89 Unrealized 0.0%
NCI BUILDING SYS INC COM NEW 0.0%
Value ($000) $12 Shares 789 Est. Cost $15.21 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $12 Shares 272 Est. Cost $0.73 Unrealized +37.8%
INGERSOLL-RAND PLC SHS 0.0%
Value ($000) $12 Shares 200 Est. Cost $65.00 Unrealized
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $12 Shares 291 Est. Cost $45.55 Unrealized -4.0%
QUINTILES TRANSNATIONAL CORP COM 0.0%
Value ($000) $12 Shares 189 Est. Cost $66.23 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $12 Shares 300 Est. Cost $33.45 Unrealized -12.0%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $12 Shares 156 Est. Cost $65.48 Unrealized +16.8%
ADBE ADOBE SYS INC 0.0%
Value ($000) $11 Shares 125 Est. Cost $90.69 Unrealized +5.9%
GRMN GARMIN LTD 0.0%
Value ($000) $11 Shares 274 Est. Cost $27.37 Unrealized +16.9%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $11 Shares 268 Est. Cost $41.34 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $11 Shares 173 Est. Cost $43.91 Unrealized +15.4%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $11 Shares 51 Est. Cost $155.62 Unrealized +15.8%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $11 Shares 72 Est. Cost $132.48 Unrealized -3.4%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $11 Shares 83 Est. Cost $96.11 Unrealized +2.7%
SCHR SCHWAB INTMEDIATE TERM US TREASURY ETF 0.0%
Value ($000) $11 Shares 204 Est. Cost $53.10 Unrealized
SSR MNG INC COM 0.0%
Value ($000) $11 Shares 877 Est. Cost $12.54 Unrealized
CRM SALESFORCE COM 0.0%
Value ($000) $11 Shares 150 Est. Cost $77.15 Unrealized +0.5%
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value ($000) $11 Shares 900 Est. Cost $12.22 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.0%
Value ($000) $11 Shares 103 Est. Cost $89.23 Unrealized +11.9%
CB CHUBB LIMITED COM 0.0%
Value ($000) $10 Shares 77 Est. Cost $96.16 Unrealized +7.7%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $10 Shares 49 Est. Cost $14.92 Unrealized +1.5%
SYK STRYKER CORP 0.0%
Value ($000) $10 Shares 90 Est. Cost $98.44 Unrealized +1.9%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $10 Shares 200 Est. Cost $40.00 Unrealized
BARRICK GOLD CORP F 0.0%
Value ($000) $10 Shares 487 Est. Cost $20.53 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 0.0%
Value ($000) $10 Shares 206 Est. Cost $58.25 Unrealized
U S CONCRETE INC COM NEW 0.0%
Value ($000) $10 Shares 179 Est. Cost $55.87 Unrealized
AMG AFFILIATED MANAGERS GROUP INC 0.0%
Value ($000) $10 Shares 74 Est. Cost $156.39 Unrealized +1.3%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $10 Shares 233 Est. Cost $36.88 Unrealized -1.7%
NFLX NETFLIX COM INC 0.0%
Value ($000) $10 Shares 111 Est. Cost $10.54 Unrealized -8.9%
CBRL CRACKER BARREL INC 0.0%
Value ($000) $10 Shares 61 Est. Cost $87.20 Unrealized +17.3%
HANESBRANDS INC 0.0%
Value ($000) $10 Shares 416 Est. Cost $31.25 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $9 Shares 106 Est. Cost $75.47 Unrealized
CDK GLOBAL INC COM 0.0%
Value ($000) $9 Shares 166 Est. Cost $48.19 Unrealized
BRKR BRUKER BIOSCIENCES CORP 0.0%
Value ($000) $9 Shares 404 Est. Cost $19.94 Unrealized +28.9%
MTZ MASTEC INC COM 0.0%
Value ($000) $9 Shares 440 Est. Cost $22.18 Unrealized 0.0%
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $9 Shares 82 Est. Cost $109.76 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $9 Shares 170 Est. Cost $47.74 Unrealized -0.4%
CTRIP.COM INTL LTD AMERICAN DEP SHS 0.0%
Value ($000) $9 Shares 233 Est. Cost $42.92 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $9 Shares 85 Est. Cost $105.88 Unrealized
EL ESTEE LAUDER COMPANIES INC 0.0%
Value ($000) $9 Shares 105 Est. Cost $74.79 Unrealized +10.3%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $9 Shares 89 Est. Cost $35.32 Unrealized +15.1%
DXJ WISDOMTREE JAPAN HEDGED EQUITY 0.0%
Value ($000) $9 Shares 250 Est. Cost $56.00 Unrealized
BIGGQ BIG LOTS INC 0.0%
Value ($000) $9 Shares 195 Est. Cost $32.62 Unrealized +13.2%
BR BROADRIDGE FIN SOL 0.0%
Value ($000) $9 Shares 147 Est. Cost $46.89 Unrealized +12.0%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $9 Shares 74 Est. Cost $28.85 Unrealized -19.7%
CELGENE CORP 0.0%
Value ($000) $9 Shares 94 Est. Cost $104.26 Unrealized
HAIN HAIN CELESTIAL GROUPINC 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.35 Unrealized +2.1%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $8 Shares 66 Est. Cost $138.20 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $8 Shares 124 Est. Cost $50.32 Unrealized +6.4%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $8 Shares 196 Est. Cost $32.96 Unrealized +14.5%
SCHE SCHWAB EMERGING MARKET EQ ETF 0.0%
Value ($000) $8 Shares 400 Est. Cost $25.00 Unrealized
MAC MACERICH CO 0.0%
Value ($000) $8 Shares 95 Est. Cost $76.92 Unrealized
FOLD AMICUS THERAPEUTICS INC COM 0.0%
Value ($000) $8 Shares 1,613 Est. Cost $9.01 Unrealized -22.4%
PAA PLAINS ALL AMERICAN PIPELINE LP 0.0%
Value ($000) $8 Shares 300 Est. Cost $46.73 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $8 Shares 87 Est. Cost $91.95 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $8 Shares 236 Est. Cost $32.63 Unrealized -16.6%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $8 Shares 82 Est. Cost $96.34 Unrealized 0.0%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $8 Shares 190 Est. Cost $38.99 Unrealized +3.8%
ILMN ILLUMINA INC 0.0%
Value ($000) $8 Shares 57 Est. Cost $161.39 Unrealized -12.0%
EA ELECTRONICS ARTS 0.0%
Value ($000) $8 Shares 107 Est. Cost $68.44 Unrealized 0.0%
AFL AFLAC INC COM 0.0%
Value ($000) $8 Shares 122 Est. Cost $24.44 Unrealized +11.6%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $8 Shares 166 Est. Cost $56.43 Unrealized -5.6%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $8 Shares 73 Est. Cost $74.42 Unrealized +12.5%
XHB SPDR S&P HOMEBUILDERETF 0.0%
Value ($000) $8 Shares 246 Est. Cost $32.79 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $7 Shares 113 Est. Cost $47.88 Unrealized +11.7%
WDFC WD-40 CO COM 0.0%
Value ($000) $7 Shares 63 Est. Cost $82.86 Unrealized +12.6%
TE CONNECTIVITY LTD 0.0%
Value ($000) $7 Shares 139 Est. Cost $53.15 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $7 Shares 259 Est. Cost $38.53 Unrealized -15.8%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $7 Shares 125 Est. Cost $48.56 Unrealized +4.1%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $7 Shares 89 Est. Cost $68.38 Unrealized +10.4%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $7 Shares 296 Est. Cost $12.67 Unrealized +27.8%
APH AMPHENOL CORP CL A 0.0%
Value ($000) $7 Shares 137 Est. Cost $12.14 Unrealized +8.2%
GOLDMAN SACHS MLP ENERGY RENAI COM 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $14.00 Unrealized
DLX DELUXE CORP COM 0.0%
Value ($000) $7 Shares 105 Est. Cost $38.42 Unrealized +11.1%
PPL PPL CORP COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $21.53 Unrealized +15.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $24.65 Unrealized +11.4%
PRGO PERRIGO CO 0.0%
Value ($000) $7 Shares 81 Est. Cost $153.80 Unrealized -32.7%
TIME WARNER INC 0.0%
Value ($000) $6 Shares 92 Est. Cost $64.89 Unrealized
WT WISDOMTREE INVTS INC COM 0.0%
Value ($000) $6 Shares 666 Est. Cost $12.00 Unrealized -8.1%
RCL ROYAL CARRIBBEAN CRUISES LTD 0.0%
Value ($000) $6 Shares 102 Est. Cost $84.50 Unrealized -18.8%
KELLOGG CO COM 0.0%
Value ($000) $6 Shares 77 Est. Cost $46.50 Unrealized +9.5%
FOREST CITY RLTY TR INC COM CL A 0.0%
Value ($000) $6 Shares 293 Est. Cost $20.48 Unrealized
FBIN FORTUNE BRANDS HOME & SECURITY INC WI 0.0%
Value ($000) $6 Shares 110 Est. Cost $39.12 Unrealized +8.4%
NXPI NXP SEMICONDUCTORS NV COM 0.0%
Value ($000) $6 Shares 86 Est. Cost $73.89 Unrealized +3.1%
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $6 Shares 69 Est. Cost $60.68 Unrealized 0.0%
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $6 Shares 428 Est. Cost $14.02 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $6 Shares 128 Est. Cost $47.33 Unrealized -8.5%
WY WEYERHAEUSER CO 0.0%
Value ($000) $5 Shares 198 Est. Cost $18.15 Unrealized +16.3%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $5 Shares 87 Est. Cost $63.74 Unrealized -8.0%
AETNA INC COM 0.0%
Value ($000) $5 Shares 46 Est. Cost $108.70 Unrealized
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $5 Shares 73 Est. Cost $68.49 Unrealized
KAI KADANT INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $37.88 Unrealized +18.4%
RYDEX S&P CNSMR DISCRETIONARY 0.0%
Value ($000) $5 Shares 65 Est. Cost $76.92 Unrealized
CENTURYLINK INC COM 0.0%
Value ($000) $5 Shares 174 Est. Cost $28.74 Unrealized
FIREEYE INC COM 0.0%
Value ($000) $5 Shares 350 Est. Cost $46.38 Unrealized
CHGG CHEGG INC COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.07 Unrealized -8.5%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $69.71 Unrealized -8.1%
AKAM AKAMAI TECH 0.0%
Value ($000) $5 Shares 98 Est. Cost $58.18 Unrealized -9.6%
SBS COMPANHIA DE SANEAM ADRF SPONSORED ADR 0.0%
Value ($000) $5 Shares 642 Est. Cost $4.67 Unrealized
ALPS TRUST ETF ALERIAN MLP 0.0%
Value ($000) $4 Shares 345 Est. Cost $12.82 Unrealized
CONCHO RESOURCES 0.0%
Value ($000) $4 Shares 41 Est. Cost $119.57 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $4 Shares 66 Est. Cost $57.16 Unrealized +4.0%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
ANGO ANGIODYNAMICS INC 0.0%
Value ($000) $4 Shares 285 Est. Cost $12.32 Unrealized +1.5%
COKE COCA COLA BOTTLING CO CONS COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $18.15 Unrealized -24.8%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $4 Shares 66 Est. Cost $39.87 Unrealized +16.9%
SJNK SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 162 Est. Cost $24.69 Unrealized
FLR FLUOR CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $42.79 Unrealized +11.5%
LOW LOWES COS INC COM 0.0%
Value ($000) $4 Shares 62 Est. Cost $61.80 Unrealized +4.9%
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $4 Shares 173 Est. Cost $22.17 Unrealized +4.8%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $4 Shares 31 Est. Cost $20.76 Unrealized +13.2%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
APT ALPHA PRO TECH LTD 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $1.69 Unrealized +27.6%
TRONOX LTD SHS CL A 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.00 Unrealized
SWX SOUTHWEST GAS HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 63 Est. Cost $57.34 Unrealized +20.5%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 98 Est. Cost $40.82 Unrealized
BT GROUP PLC ADR 0.0%
Value ($000) $3 Shares 130 Est. Cost $46.15 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $3 Shares 174 Est. Cost $6.37 Unrealized +21.9%
PBI PITNEY BOWES INC COM 0.0%
Value ($000) $3 Shares 180 Est. Cost $20.68 Unrealized -6.8%
TWITTER INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $34.04 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $3 Shares 53 Est. Cost $55.93 Unrealized +0.3%
BLACKROCK CORPORATE HIGH YIELD FD VI INC 0.0%
Value ($000) $3 Shares 323 Est. Cost $9.29 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $3 Shares 80 Est. Cost $37.50 Unrealized
NEM NEWMONT MINING CORP COM 0.0%
Value ($000) $3 Shares 80 Est. Cost $14.41 Unrealized +80.5%
LEN LENNAR CORP CL A 0.0%
Value ($000) $3 Shares 79 Est. Cost $41.97 Unrealized -5.0%
TDG TRANSDIGM GROUP INC COM DELAWARE 0.0%
Value ($000) $2 Shares 8 Est. Cost $140.66 Unrealized +8.5%
TLT ISHARES 20 plus YR TREASURY ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $128.89 Unrealized
IEF ISHARES 7-10 YR TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $104.94 Unrealized
NEO NEOGENOMICS INC COM NEW 0.0%
Value ($000) $2 Shares 300 Est. Cost $7.32 Unrealized +9.4%
EOG EOG RESOURCES INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $59.76 Unrealized -0.7%
MARATHON OIL CORP COM 0.0%
Value ($000) $2 Shares 177 Est. Cost $24.91 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $2 Shares 90 Est. Cost $23.93 Unrealized -19.6%
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $53.40 Unrealized +6.2%
XHE SPDR S&P HEALTH CARE EQUIPMENT ETF 0.0%
Value ($000) $2 Shares 58 Est. Cost $51.72 Unrealized
J ALEXANDERS HLDGS INC COM 0.0%
Value ($000) $2 Shares 253 Est. Cost $7.91 Unrealized
TLH ISHARES 10-20 YR TREASURY ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $132.65 Unrealized
SCHH SCH US REIT ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $31.58 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $27.59 Unrealized +24.0%
EBAY EBAY INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.58 Unrealized -12.6%
AEROHIVE NETWORKS INC 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $2 Shares 48 Est. Cost $48.30 Unrealized +4.5%
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $2 Shares 46 Est. Cost $43.48 Unrealized
IXC ISHARES S&P GLOBAL ENERGY 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.67 Unrealized
ROYAL DUTCH SHELL PLC-ADR 0.0%
Value ($000) $2 Shares 53 Est. Cost $56.60 Unrealized
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $2 Shares 64 Est. Cost $30.10 Unrealized -4.0%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $2 Shares 113 Est. Cost $16.38 Unrealized -5.6%
IYM ISHARES DJ US BASIC MATERIALS 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $62.87 Unrealized -12.1%
CTSH COGNIZANT TECH SOLUTIONS CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $53.57 Unrealized 0.0%
EIX EDISON INTL COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $43.56 Unrealized +11.4%
NJR NEW JERSEY RES COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $25.00 Unrealized +4.8%
EATON VANCE CORP COM NON VTG 0.0%
Value ($000) $1 Shares 44 Est. Cost $22.73 Unrealized
TD AMERITRADE HOLDING CP 0.0%
Value ($000) $1 Shares 43 Est. Cost $22.25 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.48 Unrealized +7.2%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $94.71 Unrealized +10.8%
ITT ITT INDUSTRIES INC 0.0%
Value ($000) $1 Shares 39 Est. Cost $35.86 Unrealized 0.0%
HARRIS CORP DEL COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
HOWARD HUGHES CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
NEAR ISHARES SHORT MATURITY BOND ETF 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $1 Shares 63 Est. Cost $15.87 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $1 Shares 56 Est. Cost $21.99 Unrealized -9.5%
ZIX CORP COM 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
RED HAT! INC. 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $1 Shares 15 Est. Cost $75.56 Unrealized
PRAXAIR INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $116.67 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $161.35 Unrealized +0.8%
HPQ HP INC COM 0.0%
Value ($000) $1 Shares 105 Est. Cost $9.10 Unrealized -0.4%
DE DEERE & CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $65.04 Unrealized +7.6%
ELV ANTHEM INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $119.60 Unrealized +0.2%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $19.16 Unrealized +8.3%
SRE SEMPRA ENERGY 0.0%
Value ($000) $1 Shares 14 Est. Cost $39.00 Unrealized 0.0%
SBNY SIGNATURE BK NEW YORK N Y COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $90.91 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $1 Shares 14 Est. Cost $34.83 Unrealized -6.6%
ATR APTARGROUP INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $64.16 Unrealized +5.9%
PCG PG&E CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $50.71 Unrealized +11.5%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $17.68 Unrealized 0.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $34.14 Unrealized 0.0%
VFC V F CORP COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $58.07 Unrealized +1.8%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $79.19 Unrealized 0.0%
WYNDHAM WORLDWIDE CORP 0.0%
Value ($000) $1 Shares 22 Est. Cost $47.52 Unrealized
ROCKWELL COLLINS INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
NSC NORFOLK SOUTHERN CRP 0.0%
Value ($000) $1 Shares 18 Est. Cost $61.54 Unrealized +13.3%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $134.62 Unrealized +4.0%
PII POLARIS INDS INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $86.74 Unrealized +2.2%
SRLN SPDR BLACKSTONE/ GSO SENIOR LOAN ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
SCANA CORP NEW COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $16.97 Unrealized +40.5%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $26.60 Unrealized +12.0%
BLACKROCK INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.72 Unrealized +8.3%
OHI OMEGA HEALTHCARE INVESTORS INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $71.28 Unrealized +4.5%
WBS WEBSTER FINL CORP CONN COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $36.43 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $68.64 Unrealized -12.8%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $177.13 Unrealized +10.8%
IGOV ISHARES TR S&P/CITIGROUP INTL TREASURY BD ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
NFG NATIONAL FUEL GAS CO N J COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $46.05 Unrealized +17.2%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $1 Shares 55 Est. Cost $19.11 Unrealized 0.0%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $43.55 Unrealized -34.3%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $0 Shares 7 Est. Cost $30.91 Unrealized +7.8%
BB BLACKBERRY LTD COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $7.69 Unrealized -9.1%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $17.47 Unrealized +5.7%
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $20.59 Unrealized +10.2%
BLDP BALLARD POWER SYSTEMS, INC. 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.42 Unrealized -2.1%
VIAV JDS UNIPHASE CORP 0.0%
Value ($000) $0 Shares 125 Est. Cost $6.06 Unrealized +9.7%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $23.10 Unrealized +7.2%
TELLURIAN INC NEW COM 0.0%
Value ($000) $0 Shares 49 Est. Cost Unrealized
BIOPHARMX CORP COM 0.0%
Value ($000) $0 Shares 650 Est. Cost Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $3.64 Unrealized +78.2%
VOD VODAFONE GROUP NEW ADR F 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
VERITIV CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
NORDSTROM INC COM 0.0%
Value ($000) $0 Shares 26 Est. Cost $38.46 Unrealized
APACHE CORP COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
GDEN GOLDEN ENTMT INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $7.87 Unrealized +19.9%
DOV DOVER CORP COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $42.60 Unrealized +7.6%
MVIS MICROVISION INC 0.0%
Value ($000) $0 Shares 313 Est. Cost $2.79 Unrealized -33.5%
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
HCA HCA INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $64.86 Unrealized +13.1%
WMI HOLDINGS CORP. 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CIT GROUP INC NEW COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $33.33 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $59.39 Unrealized +3.2%
HALYARD HEALTH INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
DDD 3D SYSTEMS CORPORATION 0.0%
Value ($000) $0 Shares 20 Est. Cost $10.32 Unrealized +40.1%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $0 Shares 8 Est. Cost $46.67 Unrealized +1.9%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
VRTS VIRTUS INVESTMENT PARTNERS, INC. 0.0%
Value ($000) $0 Shares 8 Est. Cost $90.29 Unrealized -36.1%
ARW ARROW ELECTRS INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $57.00 Unrealized +11.4%
NUVEEN CREDIT STRATEGIES INCOME 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
ANADARKO PETE CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
CNH CNH INDUSTRIAL NV COM EUR0.01 0.0%
Value ($000) $0 Shares 34 Est. Cost $5.06 Unrealized +3.5%
ENERPLUS CORP 0.0%
Value ($000) $0 Shares 47 Est. Cost Unrealized
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $62.70 Unrealized +5.3%
GM GENERAL MOTORS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $24.28 Unrealized +2.2%
MALLINCKRODT PUB LTD CO SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
KTOS KRATOS DEFENSE & SECSOLUTIONS COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.43 Unrealized +2.1%
RITE AID CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized