MinichMacGregor Wealth Management, LLC Diversified Active

CIK: 0001744318 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Jun 28, 2018

Total Value ($000): $106,569 (100.0% shares, 0.0% debt)

Holdings (484)

SCHO SCHWAB SHORT TERM US TREASURY ETF 18.9%
Value ($000) $20,107 Shares 395,885 Est. Cost $50.75 Unrealized
SHV ISHARES TR LEHMAN SHORT TREA BDFD 9.5%
Value ($000) $10,172 Shares 92,121 Est. Cost $110.31 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 7.6%
Value ($000) $8,068 Shares 145,429 Est. Cost $54.67 Unrealized
GENERAL ELECTRIC CO COM 6.8%
Value ($000) $7,253 Shares 244,888 Est. Cost $27.42 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 4.6%
Value ($000) $4,946 Shares 95,820 Est. Cost $50.51 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 3.9%
Value ($000) $4,104 Shares 50,960 Est. Cost $80.07 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 3.5%
Value ($000) $3,775 Shares 44,398 Est. Cost $84.88 Unrealized
SLV ISHARES SILVER TRUST ETF 3.0%
Value ($000) $3,242 Shares 178,172 Est. Cost $18.17 Unrealized
ITA ISHARES TR DOW JONESUS AEROSPACE & DEF 3.0%
Value ($000) $3,236 Shares 25,077 Est. Cost $121.55 Unrealized
IYC ISHARES DJ US CONSUMER SERVICES 3.0%
Value ($000) $3,222 Shares 21,905 Est. Cost $145.23 Unrealized
ISHARES GOLD TRUST ETF 3.0%
Value ($000) $3,221 Shares 253,895 Est. Cost $12.03 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 3.0%
Value ($000) $3,192 Shares 21,960 Est. Cost $122.45 Unrealized
IGV ISHARES S&P NORTH AMER TECH-SOFTWARE 3.0%
Value ($000) $3,164 Shares 27,873 Est. Cost $100.96 Unrealized
IDU ISHARES U.S. UTILITIES ETF 2.9%
Value ($000) $3,063 Shares 24,995 Est. Cost $123.55 Unrealized
SCHB SCHWAB ETFS- US BROAD MARKET ETF 2.0%
Value ($000) $2,152 Shares 41,141 Est. Cost $51.25 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 1.1%
Value ($000) $1,146 Shares 9,232 Est. Cost $117.44 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 1.0%
Value ($000) $1,102 Shares 13,522 Est. Cost $81.50 Unrealized
FXG FIRST TRUST CONSUMER ETF 1.0%
Value ($000) $1,090 Shares 23,492 Est. Cost $45.35 Unrealized
FXD FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY 1.0%
Value ($000) $1,029 Shares 29,199 Est. Cost $36.07 Unrealized
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.9%
Value ($000) $996 Shares 64,593 Est. Cost $14.18 Unrealized
FXU FIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUAL 0.9%
Value ($000) $967 Shares 37,307 Est. Cost $25.96 Unrealized
GLD SPDR GOLD ETF 0.7%
Value ($000) $740 Shares 5,897 Est. Cost $126.13 Unrealized
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $640 Shares 7,142 Est. Cost $58.07 Unrealized +16.3%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $597 Shares 2,490 Est. Cost $165.36 Unrealized +17.8%
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $438 Shares 2,759 Est. Cost $87.47 Unrealized +16.3%
AAPL APPLE INC 0.4%
Value ($000) $415 Shares 3,679 Est. Cost $25.40 Unrealized -4.6%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $397 Shares 7,653 Est. Cost $27.15 Unrealized +21.2%
BK BANK NEW YORK MELLON CORP COM 0.4%
Value ($000) $392 Shares 9,832 Est. Cost $32.47 Unrealized -3.6%
T AT&T INC COM 0.4%
Value ($000) $376 Shares 9,276 Est. Cost $12.73 Unrealized +27.9%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $371 Shares 4,253 Est. Cost $51.39 Unrealized +13.9%
GD GENERAL DYNAMICS CORP COM 0.3%
Value ($000) $286 Shares 1,848 Est. Cost $114.64 Unrealized +6.1%
VIRT VIRTU FINL INC CL A 0.3%
Value ($000) $269 Shares 18,000 Est. Cost $22.97 Unrealized -26.6%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $264 Shares 2,238 Est. Cost $76.40 Unrealized +22.5%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $223 Shares 3,540 Est. Cost $31.58 Unrealized +10.1%
MSFT MICROSOFT 0.2%
Value ($000) $217 Shares 3,767 Est. Cost $45.93 Unrealized +9.5%
NBTB NBT BANCORP INC 0.2%
Value ($000) $212 Shares 6,461 Est. Cost $28.46 Unrealized +8.8%
KO COCA COLA CO COM 0.2%
Value ($000) $205 Shares 4,849 Est. Cost $31.02 Unrealized +4.9%
HD HOME DEPOT 0.2%
Value ($000) $201 Shares 1,563 Est. Cost $100.38 Unrealized +5.9%
PEP PEPSICO INC COM 0.2%
Value ($000) $172 Shares 1,583 Est. Cost $73.47 Unrealized +10.4%
DVY ISHARES DJ SELECT DIVIDEND 0.2%
Value ($000) $167 Shares 1,953 Est. Cost $78.34 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $166 Shares 2,670 Est. Cost $36.66 Unrealized +19.3%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $159 Shares 2,157 Est. Cost $52.91 Unrealized +12.2%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $158 Shares 1,820 Est. Cost $84.93 Unrealized
DIA SPDR DOW JONES INDUSTRIAL ETF 0.1%
Value ($000) $146 Shares 800 Est. Cost $180.00 Unrealized
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $145 Shares 1,634 Est. Cost $54.54 Unrealized +21.0%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $139 Shares 180 Est. Cost $35.58 Unrealized +5.9%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.1%
Value ($000) $137 Shares 5,988 Est. Cost $22.80 Unrealized
CMS CMS ENERGY CORP COM 0.1%
Value ($000) $133 Shares 3,176 Est. Cost $30.79 Unrealized +7.5%
C CITIGROUP INC 0.1%
Value ($000) $133 Shares 2,830 Est. Cost $39.62 Unrealized -13.8%
O REALTY INCOME CORP 0.1%
Value ($000) $129 Shares 1,942 Est. Cost $39.62 Unrealized +6.9%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $128 Shares 2,380 Est. Cost $46.61 Unrealized -1.0%
ABBV ABBVIE INC COM 0.1%
Value ($000) $121 Shares 1,922 Est. Cost $37.96 Unrealized +15.7%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $120 Shares 2,840 Est. Cost $40.06 Unrealized
INDEPENDENT BK GROUP INC COM 0.1%
Value ($000) $114 Shares 2,600 Est. Cost $27.31 Unrealized
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $113 Shares 1,708 Est. Cost $49.38 Unrealized +3.0%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $113 Shares 526 Est. Cost $209.77 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $112 Shares 1,696 Est. Cost $23.58 Unrealized +12.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $104 Shares 724 Est. Cost $133.95 Unrealized +9.2%
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $103 Shares 672 Est. Cost $152.30 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.1%
Value ($000) $103 Shares 358 Est. Cost $365.02 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $102 Shares 2,633 Est. Cost $39.33 Unrealized -13.6%
ABT ABBOTT LABS COM 0.1%
Value ($000) $101 Shares 2,405 Est. Cost $36.50 Unrealized -1.0%
MMM 3M CO COM 0.1%
Value ($000) $101 Shares 578 Est. Cost $92.20 Unrealized +18.4%
META FACEBOOK INC CL A 0.1%
Value ($000) $99 Shares 777 Est. Cost $103.61 Unrealized +19.0%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $98 Shares 1,804 Est. Cost $37.32 Unrealized +13.3%
IAI ISHARES TR DOW JONESUS BROKER DEALERS INDEX FD 0.1%
Value ($000) $98 Shares 2,367 Est. Cost $43.71 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $98 Shares 1,062 Est. Cost $101.90 Unrealized -12.8%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $97 Shares 1,091 Est. Cost $72.60 Unrealized -2.4%
HON HONEYWELL INTL INC 0.1%
Value ($000) $97 Shares 834 Est. Cost $74.28 Unrealized +15.8%
AGG ISHARES AGGREGATE BOND ETF 0.1%
Value ($000) $95 Shares 847 Est. Cost $110.00 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $92 Shares 1,283 Est. Cost $16.73 Unrealized +23.1%
PFE PFIZER INC COM 0.1%
Value ($000) $92 Shares 2,724 Est. Cost $20.14 Unrealized +10.5%
SIRIUS XM RADIO INC 0.1%
Value ($000) $92 Shares 22,225 Est. Cost $3.85 Unrealized
IHE ISHARES DJ US PHARMA INDEX F 0.1%
Value ($000) $92 Shares 617 Est. Cost $177.15 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $89 Shares 1,859 Est. Cost $36.82 Unrealized +4.4%
GOOGL GOOGLE INC 0.1%
Value ($000) $86 Shares 108 Est. Cost $36.63 Unrealized +6.0%
OMC OMNICOM GROUP INC COM 0.1%
Value ($000) $86 Shares 1,023 Est. Cost $52.01 Unrealized +16.4%
AROW ARROW FINL CORP 0.1%
Value ($000) $83 Shares 2,530 Est. Cost $17.17 Unrealized +17.7%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $82 Shares 850 Est. Cost $52.88 Unrealized +17.8%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $81 Shares 703 Est. Cost $112.76 Unrealized
MYLAN N V SHS EURO 0.1%
Value ($000) $81 Shares 2,141 Est. Cost $72.52 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $79 Shares 970 Est. Cost $51.36 Unrealized -2.2%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $79 Shares 775 Est. Cost $58.43 Unrealized +17.2%
AMZN AMAZON.COM INC 0.1%
Value ($000) $77 Shares 93 Est. Cost $32.36 Unrealized +18.3%
SCHM SCHWAB US MID-CAP ETF 0.1%
Value ($000) $71 Shares 1,646 Est. Cost $43.51 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.1%
Value ($000) $69 Shares 661 Est. Cost $104.89 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $68 Shares 775 Est. Cost $69.10 Unrealized +7.2%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $68 Shares 600 Est. Cost $88.85 Unrealized +7.2%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.1%
Value ($000) $67 Shares 1,620 Est. Cost $28.19 Unrealized +13.0%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.1%
Value ($000) $66 Shares 827 Est. Cost $79.81 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $66 Shares 166 Est. Cost $409.79 Unrealized -2.7%
VELOCITYSHARES DAILY 2X VIX SHORT TERM ETN 0.1%
Value ($000) $65 Shares 3,600 Est. Cost $18.06 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.1%
Value ($000) $63 Shares 819 Est. Cost $55.59 Unrealized +19.3%
INTC INTEL CORP COM 0.1%
Value ($000) $63 Shares 1,685 Est. Cost $26.73 Unrealized +7.1%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $62 Shares 1,444 Est. Cost $32.47 Unrealized -4.1%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $62 Shares 345 Est. Cost $123.82 Unrealized +19.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $62 Shares 779 Est. Cost $47.05 Unrealized +19.9%
IT GARTNER INC CL A 0.1%
Value ($000) $61 Shares 700 Est. Cost $88.55 Unrealized +5.9%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $61 Shares 643 Est. Cost $93.31 Unrealized
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $61 Shares 1,131 Est. Cost $35.94 Unrealized +13.5%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $59 Shares 1,162 Est. Cost $25.17 Unrealized +6.2%
AMGN AMGEN INC 0.1%
Value ($000) $59 Shares 357 Est. Cost $116.37 Unrealized +9.8%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.1%
Value ($000) $59 Shares 1,620 Est. Cost $16.04 Unrealized +11.2%
BA BOEING CO COM 0.1%
Value ($000) $58 Shares 446 Est. Cost $128.60 Unrealized -6.1%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $58 Shares 2,468 Est. Cost $17.92 Unrealized +33.1%
NUVEEN MUN HIGH INCOME OPP FD COM 0.1%
Value ($000) $58 Shares 4,000 Est. Cost $14.02 Unrealized
AMERIGAS PARTNERS LP UNITS LTD PARTNERSHIP INT 0.1%
Value ($000) $57 Shares 1,258 Est. Cost $43.84 Unrealized
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $56 Shares 406 Est. Cost $99.29 Unrealized +21.4%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $55 Shares 707 Est. Cost $72.90 Unrealized -20.7%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $55 Shares 625 Est. Cost $86.40 Unrealized
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $54 Shares 539 Est. Cost $116.50 Unrealized
IHF ISHARES DJ US HEALTH CARE PROVIDERS 0.1%
Value ($000) $54 Shares 439 Est. Cost $138.55 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $53 Shares 1,680 Est. Cost $20.25 Unrealized +13.9%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $52 Shares 459 Est. Cost $87.24 Unrealized +8.4%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.0%
Value ($000) $50 Shares 869 Est. Cost $57.21 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $49 Shares 1,343 Est. Cost $5.52 Unrealized +26.6%
NGG NATIONAL GRID TRANSCO PLC 0.0%
Value ($000) $48 Shares 682 Est. Cost $70.38 Unrealized
IYG ISHARES TR DOW JONES U S FINL SVCS 0.0%
Value ($000) $46 Shares 530 Est. Cost $89.35 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $46 Shares 953 Est. Cost $44.02 Unrealized -6.7%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $45 Shares 560 Est. Cost $85.71 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $45 Shares 1,040 Est. Cost $35.43 Unrealized -0.6%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $45 Shares 1,177 Est. Cost $40.39 Unrealized +0.0%
RAYTHEON CO COM NEW 0.0%
Value ($000) $44 Shares 327 Est. Cost $108.86 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $43 Shares 911 Est. Cost $31.10 Unrealized +30.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $42 Shares 501 Est. Cost $80.59 Unrealized
IEI ISHARES 3-7 YR TREASURY BOND ETF 0.0%
Value ($000) $41 Shares 331 Est. Cost $120.85 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $41 Shares 1,500 Est. Cost $24.00 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $41 Shares 525 Est. Cost $56.90 Unrealized +6.6%
SO SOUTHERN CO COM 0.0%
Value ($000) $41 Shares 815 Est. Cost $29.72 Unrealized +19.8%
F FORD MOTOR COMPANY 0.0%
Value ($000) $40 Shares 3,344 Est. Cost $8.22 Unrealized -6.5%
PROSHARES ULTRASHORT S&P 500 0.0%
Value ($000) $40 Shares 2,500 Est. Cost $16.00 Unrealized
BUCKEYE PARTNERS UTS L P UNIT LTD PARTNERSHIP INT 0.0%
Value ($000) $40 Shares 560 Est. Cost $76.18 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $40 Shares 340 Est. Cost $105.96 Unrealized +13.4%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $39 Shares 698 Est. Cost $54.21 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $39 Shares 321 Est. Cost $115.38 Unrealized
PSEC PROSPECT CAPITAL CORPORATION 0.0%
Value ($000) $39 Shares 4,932 Est. Cost $2.09 Unrealized +27.2%
SAM BOSTON BEER CO CL A 0.0%
Value ($000) $39 Shares 255 Est. Cost $219.24 Unrealized -20.5%
HUM HUMANA INC COM 0.0%
Value ($000) $38 Shares 217 Est. Cost $161.69 Unrealized -0.6%
V VISA INC 0.0%
Value ($000) $37 Shares 449 Est. Cost $72.29 Unrealized +3.7%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $37 Shares 1,178 Est. Cost $27.89 Unrealized -6.7%
GLW CORNING INC COM 0.0%
Value ($000) $35 Shares 1,495 Est. Cost $14.09 Unrealized +23.3%
RPM RPM INTL INC COM 0.0%
Value ($000) $35 Shares 652 Est. Cost $45.04 Unrealized +17.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $35 Shares 664 Est. Cost $49.27 Unrealized -7.0%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $35 Shares 511 Est. Cost $39.99 Unrealized +17.3%
IP INTL PAPER CO COM 0.0%
Value ($000) $34 Shares 716 Est. Cost $24.89 Unrealized +18.6%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $34 Shares 1,007 Est. Cost $37.40 Unrealized -3.5%
ECL ECOLAB INC COM 0.0%
Value ($000) $33 Shares 277 Est. Cost $100.53 Unrealized +8.4%
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $32 Shares 1,043 Est. Cost $24.27 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $32 Shares 296 Est. Cost $70.63 Unrealized +9.4%
JCI JOHNSON CTLS INC 0.0%
Value ($000) $31 Shares 686 Est. Cost $33.21 Unrealized 0.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $30 Shares 280 Est. Cost $100.00 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $29 Shares 667 Est. Cost $40.76 Unrealized -9.6%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $29 Shares 455 Est. Cost $43.05 Unrealized +22.9%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $29 Shares 283 Est. Cost $88.14 Unrealized
NORTHWEST NAT GAS CO COM 0.0%
Value ($000) $28 Shares 473 Est. Cost $44.40 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $28 Shares 222 Est. Cost $85.39 Unrealized +9.5%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $28 Shares 241 Est. Cost $71.40 Unrealized +30.1%
PSX PHILLIPS 66 0.0%
Value ($000) $27 Shares 345 Est. Cost $57.41 Unrealized -5.2%
PATTERSON DENTAL CO 0.0%
Value ($000) $27 Shares 600 Est. Cost $46.67 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $27 Shares 268 Est. Cost $82.79 Unrealized +6.7%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $27 Shares 367 Est. Cost $44.60 Unrealized +24.3%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $26 Shares 98 Est. Cost $44.20 Unrealized +9.5%
SHIRE PLC SPONSORED ADR 0.0%
Value ($000) $26 Shares 135 Est. Cost $177.78 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $25 Shares 312 Est. Cost $30.75 Unrealized +12.5%
FBT FIRST TR EXCHANGE TRADED FD AMEX BIOTECHNOLOGY INDEX 0.0%
Value ($000) $25 Shares 255 Est. Cost $72.48 Unrealized
CERNER CORP 0.0%
Value ($000) $24 Shares 400 Est. Cost $66.91 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $24 Shares 320 Est. Cost $61.65 Unrealized -0.3%
SJM J M SMUCKER CO NEW 0.0%
Value ($000) $24 Shares 180 Est. Cost $90.09 Unrealized +22.0%
CIGNA CORP 0.0%
Value ($000) $24 Shares 185 Est. Cost $140.54 Unrealized
FXH FIRST TR EXCH TRADED FD HEALTH CARE ALPHADEX FD 0.0%
Value ($000) $24 Shares 400 Est. Cost $57.50 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $23 Shares 192 Est. Cost $86.12 Unrealized +13.8%
BRO BROWN & BROWN INC 0.0%
Value ($000) $22 Shares 589 Est. Cost $14.61 Unrealized +16.9%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $22 Shares 302 Est. Cost $31.13 Unrealized +10.1%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $22 Shares 845 Est. Cost $24.85 Unrealized
ESP ESPEY MFG & ELECTRS CORP COM 0.0%
Value ($000) $22 Shares 872 Est. Cost $17.75 Unrealized +5.8%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $21 Shares 237 Est. Cost $48.31 Unrealized +20.1%
SYY SYSCO CORP COM 0.0%
Value ($000) $21 Shares 432 Est. Cost $31.62 Unrealized +27.3%
D DOMINION RESOURCES INC 0.0%
Value ($000) $21 Shares 287 Est. Cost $45.14 Unrealized +12.1%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $21 Shares 141 Est. Cost $140.45 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $21 Shares 136 Est. Cost $151.14 Unrealized -11.5%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $21 Shares 275 Est. Cost $72.73 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value ($000) $21 Shares 250 Est. Cost $76.00 Unrealized
HAWAIIAN HOLDINGS INC COM 0.0%
Value ($000) $20 Shares 413 Est. Cost $46.00 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $20 Shares 886 Est. Cost $15.76 Unrealized +9.8%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND 0.0%
Value ($000) $20 Shares 290 Est. Cost $68.97 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $19 Shares 229 Est. Cost $59.00 Unrealized +16.6%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $19 Shares 454 Est. Cost $42.84 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $19 Shares 200 Est. Cost $70.38 Unrealized +20.2%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $19 Shares 292 Est. Cost $15.20 Unrealized -5.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $19 Shares 124 Est. Cost $131.42 Unrealized +14.2%
BAC BANK AMER CORP COM 0.0%
Value ($000) $19 Shares 1,220 Est. Cost $13.23 Unrealized -8.8%
TRUSTCO BANK CM 0.0%
Value ($000) $19 Shares 2,704 Est. Cost $6.73 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value ($000) $18 Shares 91 Est. Cost $14.70 Unrealized -1.8%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $18 Shares 476 Est. Cost $32.82 Unrealized +8.0%
PZZA PAPA JOHNS INTL INC COM 0.0%
Value ($000) $18 Shares 240 Est. Cost $60.84 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $18 Shares 418 Est. Cost $20.89 Unrealized +15.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $17 Shares 438 Est. Cost $36.05 Unrealized +6.4%
TPR COACH INC 0.0%
Value ($000) $17 Shares 491 Est. Cost $30.36 Unrealized 0.0%
CBRE CBRE GROUP INC A 0.0%
Value ($000) $17 Shares 635 Est. Cost $35.25 Unrealized -19.0%
CSX CSX CORP 0.0%
Value ($000) $16 Shares 547 Est. Cost $7.81 Unrealized +6.1%
NVDA NVIDIA CORP 0.0%
Value ($000) $16 Shares 243 Est. Cost $0.73 Unrealized +97.8%
BIDU BAIDU COM ADR 0.0%
Value ($000) $16 Shares 88 Est. Cost $193.18 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $16 Shares 143 Est. Cost $105.04 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $16 Shares 368 Est. Cost $30.98 Unrealized -11.6%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $16 Shares 103 Est. Cost $27.15 Unrealized -16.1%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $16 Shares 174 Est. Cost $97.70 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $16 Shares 116 Est. Cost $125.14 Unrealized
WB WEIBO CORP SPONSORED ADR 0.0%
Value ($000) $16 Shares 335 Est. Cost $47.76 Unrealized
BIGGQ BIG LOTS INC 0.0%
Value ($000) $15 Shares 330 Est. Cost $35.64 Unrealized +12.3%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $15 Shares 503 Est. Cost $26.84 Unrealized +17.9%
SINA CORP ORD 0.0%
Value ($000) $15 Shares 205 Est. Cost $73.17 Unrealized
EXPRESS SCRIPTS INC 0.0%
Value ($000) $15 Shares 215 Est. Cost $82.76 Unrealized
YUM YUM! BRANDS INC 0.0%
Value ($000) $15 Shares 166 Est. Cost $43.30 Unrealized +24.4%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $15 Shares 93 Est. Cost $155.38 Unrealized +14.0%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $15 Shares 300 Est. Cost $33.45 Unrealized -1.6%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $15 Shares 241 Est. Cost $40.46 Unrealized +23.6%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $15 Shares 363 Est. Cost $3.82 Unrealized 0.0%
BRKR BRUKER BIOSCIENCES CORP 0.0%
Value ($000) $14 Shares 625 Est. Cost $20.69 Unrealized +6.7%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $14 Shares 175 Est. Cost $69.07 Unrealized -0.7%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $14 Shares 189 Est. Cost $47.42 Unrealized +37.8%
ACHILLION PHARMACEUTICALS INC COM 0.0%
Value ($000) $14 Shares 1,740 Est. Cost $8.25 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $14 Shares 1,062 Est. Cost $14.59 Unrealized -6.8%
AIZ ASSURANT INC 0.0%
Value ($000) $14 Shares 158 Est. Cost $67.32 Unrealized +8.0%
PLUG PLUG PWR INC 0.0%
Value ($000) $14 Shares 8,355 Est. Cost $2.15 Unrealized -22.7%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $14 Shares 86 Est. Cost $118.85 Unrealized +20.4%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $14 Shares 54 Est. Cost $214.89 Unrealized +17.6%
SKYW SKYWEST INC COM 0.0%
Value ($000) $14 Shares 543 Est. Cost $27.77 Unrealized 0.0%
ADBE ADOBE SYS INC 0.0%
Value ($000) $13 Shares 120 Est. Cost $90.69 Unrealized +10.6%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $13 Shares 143 Est. Cost $49.08 Unrealized +21.4%
TPC TUTOR PERINI CORP COM 0.0%
Value ($000) $13 Shares 628 Est. Cost $19.51 Unrealized +19.5%
WIX WIX COM LTD SHS 0.0%
Value ($000) $13 Shares 307 Est. Cost $38.10 Unrealized 0.0%
XYL XYLEM INC COM 0.0%
Value ($000) $13 Shares 260 Est. Cost $32.22 Unrealized +35.9%
MTZ MASTEC INC COM 0.0%
Value ($000) $13 Shares 440 Est. Cost $22.18 Unrealized +23.6%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $13 Shares 195 Est. Cost $76.92 Unrealized
INGERSOLL-RAND PLC SHS 0.0%
Value ($000) $13 Shares 200 Est. Cost $65.00 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $13 Shares 336 Est. Cost $26.30 Unrealized +21.6%
DELPHI AUTOMOTIVE PLC COM 0.0%
Value ($000) $13 Shares 188 Est. Cost $69.15 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 159 Est. Cost $88.05 Unrealized
SOUTH JERSEY INDS INC COM 0.0%
Value ($000) $13 Shares 452 Est. Cost $25.16 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $13 Shares 119 Est. Cost $104.21 Unrealized +4.3%
NKE NIKE INC CLASS B 0.0%
Value ($000) $13 Shares 249 Est. Cost $54.38 Unrealized -8.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $12 Shares 164 Est. Cost $76.71 Unrealized 0.0%
NFLX NETFLIX COM INC 0.0%
Value ($000) $12 Shares 127 Est. Cost $10.42 Unrealized -8.4%
LOW LOWES COS INC COM 0.0%
Value ($000) $12 Shares 167 Est. Cost $64.08 Unrealized +2.1%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $12 Shares 291 Est. Cost $45.55 Unrealized -3.9%
ACN ACCENTURE LTD BERMUDA CL A 0.0%
Value ($000) $12 Shares 106 Est. Cost $89.48 Unrealized +9.7%
IYK ISHARES DOW JONES US CONSUMER GOODS 0.0%
Value ($000) $12 Shares 107 Est. Cost $110.34 Unrealized
LGIH LGI HOMES INC COM 0.0%
Value ($000) $12 Shares 335 Est. Cost $35.27 Unrealized 0.0%
ARTNA ARTESIAN RES CORP CL A 0.0%
Value ($000) $11 Shares 413 Est. Cost $19.16 Unrealized +22.6%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $11 Shares 268 Est. Cost $41.34 Unrealized +9.7%
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value ($000) $11 Shares 900 Est. Cost $12.22 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $11 Shares 51 Est. Cost $155.62 Unrealized +19.7%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $11 Shares 173 Est. Cost $43.91 Unrealized +25.6%
SCHR SCHWAB INTMEDIATE TERM US TREASURY ETF 0.0%
Value ($000) $11 Shares 204 Est. Cost $53.10 Unrealized
FOLD AMICUS THERAPEUTICS INC COM 0.0%
Value ($000) $11 Shares 1,613 Est. Cost $9.01 Unrealized -25.0%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $10 Shares 71 Est. Cost $132.48 Unrealized +3.4%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $10 Shares 84 Est. Cost $96.16 Unrealized +4.2%
CENTURYLINK INC COM 0.0%
Value ($000) $10 Shares 374 Est. Cost $27.67 Unrealized
TREX TREX CO INC COM 0.0%
Value ($000) $10 Shares 182 Est. Cost $13.94 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $10 Shares 82 Est. Cost $96.34 Unrealized +14.4%
AMG AFFILIATED MANAGERS GROUP INC 0.0%
Value ($000) $10 Shares 74 Est. Cost $156.39 Unrealized -11.4%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $10 Shares 69 Est. Cost $138.29 Unrealized 0.0%
CTRIP.COM INTL LTD AMERICAN DEP SHS 0.0%
Value ($000) $10 Shares 233 Est. Cost $42.92 Unrealized
CRM SALESFORCE COM 0.0%
Value ($000) $10 Shares 149 Est. Cost $77.15 Unrealized -0.1%
CB CHUBB LIMITED COM 0.0%
Value ($000) $10 Shares 80 Est. Cost $96.57 Unrealized +11.1%
DXJ WISDOMTREE JAPAN HEDGED EQUITY 0.0%
Value ($000) $10 Shares 250 Est. Cost $56.00 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $10 Shares 416 Est. Cost $31.25 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $10 Shares 170 Est. Cost $47.74 Unrealized +8.6%
NXPI NXP SEMICONDUCTORS NV COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $74.09 Unrealized +1.6%
DHR DANAHER CORP 0.0%
Value ($000) $10 Shares 130 Est. Cost $37.85 Unrealized +77.7%
PLAY DAVE & BUSTERS ENTMT INC COM 0.0%
Value ($000) $10 Shares 272 Est. Cost $41.46 Unrealized +6.8%
SYK STRYKER CORP 0.0%
Value ($000) $10 Shares 89 Est. Cost $98.44 Unrealized +6.6%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $9 Shares 233 Est. Cost $36.88 Unrealized -7.4%
CDK GLOBAL INC COM 0.0%
Value ($000) $9 Shares 166 Est. Cost $48.19 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $9 Shares 209 Est. Cost $25.65 Unrealized 0.0%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $9 Shares 106 Est. Cost $75.47 Unrealized
SCHE SCHWAB EMERGING MARKET EQ ETF 0.0%
Value ($000) $9 Shares 400 Est. Cost $25.00 Unrealized
EL ESTEE LAUDER COMPANIES INC 0.0%
Value ($000) $9 Shares 105 Est. Cost $74.79 Unrealized +8.1%
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $9 Shares 82 Est. Cost $109.76 Unrealized
BR BROADRIDGE FIN SOL 0.0%
Value ($000) $9 Shares 144 Est. Cost $46.89 Unrealized +24.0%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 0.0%
Value ($000) $9 Shares 206 Est. Cost $58.25 Unrealized
CONCHO RESOURCES 0.0%
Value ($000) $9 Shares 66 Est. Cost $125.93 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $9 Shares 85 Est. Cost $105.88 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.00 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $9 Shares 121 Est. Cost $59.53 Unrealized -3.8%
EA ELECTRONICS ARTS 0.0%
Value ($000) $9 Shares 107 Est. Cost $68.44 Unrealized +13.6%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $9 Shares 259 Est. Cost $38.53 Unrealized -11.7%
TRONOX LTD SHS CL A 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $4.00 Unrealized
CELGENE CORP 0.0%
Value ($000) $9 Shares 88 Est. Cost $104.26 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $8 Shares 72 Est. Cost $74.42 Unrealized +21.4%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $8 Shares 87 Est. Cost $91.95 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $8 Shares 122 Est. Cost $24.44 Unrealized +19.6%
TE CONNECTIVITY LTD 0.0%
Value ($000) $8 Shares 139 Est. Cost $53.15 Unrealized
IPATH S&P 500 VIX SHORT-TERM FUTURES ETN 0.0%
Value ($000) $8 Shares 253 Est. Cost $31.62 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $8 Shares 89 Est. Cost $35.32 Unrealized +20.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $8 Shares 213 Est. Cost $32.63 Unrealized -7.0%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $8 Shares 125 Est. Cost $48.56 Unrealized +9.5%
CBRL CRACKER BARREL INC 0.0%
Value ($000) $8 Shares 61 Est. Cost $87.20 Unrealized +18.3%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $8 Shares 190 Est. Cost $38.99 Unrealized +2.5%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $8 Shares 56 Est. Cost $24.14 Unrealized +7.5%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $8 Shares 66 Est. Cost $138.20 Unrealized
AGNC AMERICAN CAPITAL AGENCY CORP. 0.0%
Value ($000) $8 Shares 418 Est. Cost $19.14 Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $8 Shares 55 Est. Cost $107.03 Unrealized +23.0%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $8 Shares 124 Est. Cost $50.32 Unrealized -2.2%
CME CHICAGO MERCANTILE HLDGS INC 0.0%
Value ($000) $8 Shares 81 Est. Cost $73.18 Unrealized 0.0%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $7 Shares 89 Est. Cost $68.38 Unrealized +9.5%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $7 Shares 128 Est. Cost $47.33 Unrealized -4.8%
CHGG CHEGG INC COM 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $5.07 Unrealized +26.1%
APT ALPHA PRO TECH LTD 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $1.69 Unrealized +71.7%
WDFC WD-40 CO COM 0.0%
Value ($000) $7 Shares 63 Est. Cost $82.86 Unrealized +21.7%
TIME WARNER INC 0.0%
Value ($000) $7 Shares 94 Est. Cost $65.10 Unrealized
RCL ROYAL CARRIBBEAN CRUISES LTD 0.0%
Value ($000) $7 Shares 102 Est. Cost $84.50 Unrealized -25.0%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $7 Shares 196 Est. Cost $32.96 Unrealized +16.2%
MAC MACERICH CO 0.0%
Value ($000) $7 Shares 96 Est. Cost $76.88 Unrealized
GOLDMAN SACHS MLP ENERGY RENAI COM 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $14.00 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $24.65 Unrealized +18.7%
BUD ANHEUSER BUSCH 0.0%
Value ($000) $7 Shares 60 Est. Cost $117.65 Unrealized
DLX DELUXE CORP COM 0.0%
Value ($000) $7 Shares 105 Est. Cost $38.42 Unrealized +19.7%
HAIN HAIN CELESTIAL GROUPINC 0.0%
Value ($000) $7 Shares 200 Est. Cost $45.35 Unrealized -3.3%
FOREST CITY RLTY TR INC COM CL A 0.0%
Value ($000) $6 Shares 293 Est. Cost $20.48 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $6 Shares 87 Est. Cost $63.74 Unrealized -8.6%
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $6 Shares 428 Est. Cost $14.02 Unrealized
GM GENERAL MOTORS CORP 0.0%
Value ($000) $6 Shares 204 Est. Cost $25.85 Unrealized +0.0%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $6 Shares 74 Est. Cost $65.48 Unrealized +38.1%
WY WEYERHAEUSER CO 0.0%
Value ($000) $6 Shares 198 Est. Cost $18.15 Unrealized +20.8%
MAR MARRIOTT INTL INC 0.0%
Value ($000) $6 Shares 102 Est. Cost $64.65 Unrealized 0.0%
WT WISDOMTREE INVTS INC COM 0.0%
Value ($000) $6 Shares 666 Est. Cost $12.00 Unrealized -13.2%
PPL PPL CORP COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $21.53 Unrealized +9.8%
FBIN FORTUNE BRANDS HOME & SECURITY INC WI 0.0%
Value ($000) $6 Shares 110 Est. Cost $39.12 Unrealized +16.5%
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $6 Shares 73 Est. Cost $68.49 Unrealized
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $6 Shares 69 Est. Cost $60.68 Unrealized +7.0%
FLR FLUOR CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $42.79 Unrealized +11.1%
KELLOGG CO COM 0.0%
Value ($000) $5 Shares 77 Est. Cost $46.50 Unrealized +17.6%
RYDEX S&P CNSMR DISCRETIONARY 0.0%
Value ($000) $5 Shares 65 Est. Cost $76.92 Unrealized
FIREEYE INC COM 0.0%
Value ($000) $5 Shares 350 Est. Cost $46.38 Unrealized
AETNA INC COM 0.0%
Value ($000) $5 Shares 46 Est. Cost $108.70 Unrealized
AKAM AKAMAI TECH 0.0%
Value ($000) $5 Shares 98 Est. Cost $58.18 Unrealized -8.0%
SBS COMPANHIA DE SANEAM ADRF SPONSORED ADR 0.0%
Value ($000) $5 Shares 642 Est. Cost $4.67 Unrealized
KAI KADANT INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $37.88 Unrealized +31.1%
KEY KEYCORP NEW COM 0.0%
Value ($000) $4 Shares 405 Est. Cost $8.09 Unrealized 0.0%
SWX SOUTHWEST GAS HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 63 Est. Cost $57.34 Unrealized +28.6%
GENERAL GROWTH PPTYS INC 0.0%
Value ($000) $4 Shares 160 Est. Cost $25.00 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $4 Shares 66 Est. Cost $57.16 Unrealized +10.5%
COKE COCA COLA BOTTLING CO CONS COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $18.15 Unrealized -23.8%
TWITTER INC COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $34.04 Unrealized
SJNK SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 162 Est. Cost $24.69 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $4 Shares 66 Est. Cost $39.87 Unrealized +21.2%
XHB SPDR S&P HOMEBUILDERETF 0.0%
Value ($000) $4 Shares 123 Est. Cost $32.79 Unrealized
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $4 Shares 157 Est. Cost $22.17 Unrealized -0.8%
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 +31.7%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $20.76 Unrealized +19.6%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $3 Shares 174 Est. Cost $6.37 Unrealized +48.2%
BLACKROCK CORPORATE HIGH YIELD FD VI INC 0.0%
Value ($000) $3 Shares 323 Est. Cost $9.29 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $3 Shares 123 Est. Cost $16.36 Unrealized -1.6%
EBAY EBAY INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.58 Unrealized +9.3%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.38 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $3 Shares 80 Est. Cost $37.50 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $3 Shares 46 Est. Cost $55.93 Unrealized -2.8%
DELL TECHNOLOGIES INC COM CL V 0.0%
Value ($000) $3 Shares 73 Est. Cost $41.10 Unrealized
FRONTIER COMMUNICATIONS CORP COM NEW 0.0%
Value ($000) $3 Shares 908 Est. Cost $3.30 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $3 Shares 80 Est. Cost $41.95 Unrealized -3.7%
NEM NEWMONT MINING CORP COM 0.0%
Value ($000) $3 Shares 80 Est. Cost $14.41 Unrealized +126.1%
XHE SPDR S&P HEALTH CARE EQUIPMENT ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
PBI PITNEY BOWES INC COM 0.0%
Value ($000) $3 Shares 180 Est. Cost $20.68 Unrealized -11.3%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $27.59 Unrealized +36.5%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 98 Est. Cost $40.82 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $3 Shares 48 Est. Cost $48.30 Unrealized +16.0%
BT GROUP PLC ADR 0.0%
Value ($000) $3 Shares 130 Est. Cost $46.15 Unrealized
VELOCITYSHARES 3X LONG NATURAL GAS ETN LINKED TO THE S&P GSCI NATURAL GAS I 0.0%
Value ($000) $3 Shares 96 Est. Cost $31.25 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $3 Shares 90 Est. Cost $23.93 Unrealized +0.3%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $17.47 Unrealized +73.0%
MARATHON OIL CORP COM 0.0%
Value ($000) $2 Shares 178 Est. Cost $24.91 Unrealized
IGOV ISHARES TR S&P/CITIGROUP INTL TREASURY BD ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $50.00 Unrealized
SCHH SCH US REIT ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $31.58 Unrealized
IYM ISHARES DJ US BASIC MATERIALS 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
TLH ISHARES 10-20 YR TREASURY ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $132.65 Unrealized
CYTRX CORP 0.0%
Value ($000) $2 Shares 5,000 Est. Cost $0.40 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $59.76 Unrealized +9.0%
NEO NEOGENOMICS INC COM NEW 0.0%
Value ($000) $2 Shares 300 Est. Cost $7.32 Unrealized +14.6%
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $2 Shares 46 Est. Cost $43.48 Unrealized
J ALEXANDERS HLDGS INC COM 0.0%
Value ($000) $2 Shares 253 Est. Cost $7.91 Unrealized
IXC ISHARES S&P GLOBAL ENERGY 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.67 Unrealized
IEF ISHARES 7-10 YR TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $104.94 Unrealized
TLT ISHARES 20 plus YR TREASURY ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $128.89 Unrealized
AEROHIVE NETWORKS INC 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 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 -5.8%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $34.50 Unrealized +5.4%
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $53.72 Unrealized +6.8%
PRAXAIR INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $116.67 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $17.68 Unrealized +6.0%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $79.19 Unrealized +1.1%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.72 Unrealized +13.3%
PAYX PAYCHEX INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $37.48 Unrealized +21.0%
VFC V F CORP COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $58.01 Unrealized -0.5%
WBS WEBSTER FINL CORP CONN COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $36.50 Unrealized +0.9%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $71.28 Unrealized +10.0%
TD AMERITRADE HOLDING CP 0.0%
Value ($000) $1 Shares 48 Est. Cost $22.10 Unrealized
BLACKROCK INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
OHI OMEGA HEALTHCARE INVESTORS INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $1 Shares 38 Est. Cost $56.43 Unrealized -26.6%
NJR NEW JERSEY RES COM 0.0%
Value ($000) $1 Shares 44 Est. Cost $25.06 Unrealized +3.2%
DE DEERE & CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $65.04 Unrealized +8.1%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $68.10 Unrealized -5.6%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $16.97 Unrealized +68.4%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $1 Shares 18 Est. Cost $50.00 Unrealized
EATON VANCE CORP COM NON VTG 0.0%
Value ($000) $1 Shares 40 Est. Cost $22.73 Unrealized
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $26.60 Unrealized +16.4%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $23.10 Unrealized +42.4%
RED HAT! INC. 0.0%
Value ($000) $1 Shares 23 Est. Cost $49.15 Unrealized
ALLERGAN PLC SHS 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $19.16 Unrealized +27.4%
EIX EDISON INTL COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $43.56 Unrealized +17.2%
HARRIS CORP DEL COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $94.71 Unrealized +16.1%
CIT GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $1 Shares 31 Est. Cost $33.69 Unrealized -2.8%
ZIX CORP COM 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $161.35 Unrealized +7.3%
ITT ITT INDUSTRIES INC 0.0%
Value ($000) $1 Shares 32 Est. Cost $35.86 Unrealized -4.7%
DISCOVER FINANCIAL SERVICES LLC 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
SCANA CORP NEW COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $119.60 Unrealized -4.9%
WYNDHAM WORLDWIDE CORP 0.0%
Value ($000) $1 Shares 22 Est. Cost $47.52 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $1 Shares 32 Est. Cost $21.99 Unrealized +3.9%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $62.87 Unrealized -10.4%
DOV DOVER CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $45.86 Unrealized +8.0%
NORDSTROM INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $37.78 Unrealized
ATR APTARGROUP INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $64.16 Unrealized +7.5%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $134.62 Unrealized +16.2%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $1 Shares 13 Est. Cost $46.06 Unrealized -2.1%
SRLN SPDR BLACKSTONE/ GSO SENIOR LOAN ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
ARW ARROW ELECTRS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $57.00 Unrealized +13.3%
HPQ HP INC COM 0.0%
Value ($000) $1 Shares 106 Est. Cost $9.10 Unrealized +15.1%
PII POLARIS INDS INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $86.76 Unrealized +0.1%
HOWARD HUGHES CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
ROCKWELL COLLINS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $55.00 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $1 Shares 72 Est. Cost $46.25 Unrealized 0.0%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $177.13 Unrealized +9.8%
NSC NORFOLK SOUTHERN CRP 0.0%
Value ($000) $1 Shares 16 Est. Cost $61.54 Unrealized +22.1%
L BRANDS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
NFG NATIONAL FUEL GAS CO N J COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $46.05 Unrealized +22.7%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $1 Shares 15 Est. Cost $75.56 Unrealized
ALPS TRUST ETF ALERIAN MLP 0.0%
Value ($000) $1 Shares 147 Est. Cost $12.82 Unrealized
IVZ INVESCO LTD SHS 0.0%
Value ($000) $1 Shares 55 Est. Cost $19.11 Unrealized -0.1%
INTERVAL LEISURE 0.0%
Value ($000) $0 Shares 55 Est. Cost Unrealized
HALYARD HEALTH INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
VERITIV CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
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 +31.9%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $0 Shares 5 Est. Cost $39.00 Unrealized +3.4%
APACHE CORP COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
BXP BOSTON PPTYS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $93.83 Unrealized 0.0%
BB BLACKBERRY LTD COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $7.69 Unrealized -2.3%
COWEN INC CL A NEW 0.0%
Value ($000) $0 Shares 194 Est. Cost Unrealized
DRYSHIPS INC COM PAR NEW 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
BLDP BALLARD POWER SYSTEMS, INC. 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.42 Unrealized +33.4%
SBNY SIGNATURE BK NEW YORK N Y COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $90.91 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $20.59 Unrealized +11.8%
CNH CNH INDUSTRIAL NV COM EUR0.01 0.0%
Value ($000) $0 Shares 34 Est. Cost $5.06 Unrealized +4.9%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
RITE AID CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $59.39 Unrealized +6.6%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
ANADARKO PETE CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $43.55 Unrealized -23.9%
CWI SPDR MSCI ACWI EX-US ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $0 Shares 7 Est. Cost $30.91 Unrealized +17.5%
ENERPLUS CORP 0.0%
Value ($000) $0 Shares 47 Est. Cost Unrealized
WMI HOLDINGS CORP. 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
MVIS MICROVISION INC 0.0%
Value ($000) $0 Shares 313 Est. Cost $2.79 Unrealized -43.6%
VOD VODAFONE GROUP NEW ADR F 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
VRTS VIRTUS INVESTMENT PARTNERS, INC. 0.0%
Value ($000) $0 Shares 8 Est. Cost $90.29 Unrealized -25.6%
CC CHEMOURS CO COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $3.64 Unrealized +129.1%
BIOPHARMX CORP COM 0.0%
Value ($000) $0 Shares 650 Est. Cost Unrealized
DDD 3D SYSTEMS CORPORATION 0.0%
Value ($000) $0 Shares 20 Est. Cost $10.32 Unrealized +45.3%
VIAV JDS UNIPHASE CORP 0.0%
Value ($000) $0 Shares 125 Est. Cost $6.06 Unrealized +20.9%
GDEN GOLDEN ENTMT INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $7.87 Unrealized +44.1%
NUVEEN CREDIT STRATEGIES INCOME 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized