MinichMacGregor Wealth Management, LLC Diversified Active

CIK: 0001744318 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Jun 28, 2018

Total Value ($000): $111,048 (100.0% shares, 0.0% debt)

Holdings (507)

SCHO SCHWAB SHORT TERM US TREASURY ETF 18.1%
Value ($000) $20,070 Shares 397,741 Est. Cost $50.74 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 8.0%
Value ($000) $8,912 Shares 147,354 Est. Cost $54.68 Unrealized
SHV ISHARES TR LEHMAN SHORT TREA BDFD 6.8%
Value ($000) $7,552 Shares 68,451 Est. Cost $110.31 Unrealized
GENERAL ELECTRIC CO COM 6.3%
Value ($000) $7,028 Shares 235,852 Est. Cost $27.42 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 5.0%
Value ($000) $5,563 Shares 98,862 Est. Cost $50.65 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 3.8%
Value ($000) $4,206 Shares 52,755 Est. Cost $80.05 Unrealized
SOXX ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND 3.8%
Value ($000) $4,187 Shares 30,590 Est. Cost $122.95 Unrealized
IGV ISHARES S&P NORTH AMER TECH-SOFTWARE 3.7%
Value ($000) $4,094 Shares 32,376 Est. Cost $102.44 Unrealized
ITA ISHARES TR DOW JONESUS AEROSPACE & DEF 3.6%
Value ($000) $4,043 Shares 27,186 Est. Cost $123.17 Unrealized
IYC ISHARES DJ US CONSUMER SERVICES 3.6%
Value ($000) $4,004 Shares 24,881 Est. Cost $146.08 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 3.5%
Value ($000) $3,908 Shares 25,811 Est. Cost $124.49 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 3.2%
Value ($000) $3,525 Shares 41,717 Est. Cost $84.88 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 2.8%
Value ($000) $3,088 Shares 44,658 Est. Cost $98.81 Unrealized
IAT ISHARES U.S. REGIONAL BANKS ETF 2.8%
Value ($000) $3,060 Shares 68,316 Est. Cost $45.37 Unrealized
IAK ISHARES U.S. INSURANCE ETF 2.7%
Value ($000) $3,016 Shares 49,764 Est. Cost $59.35 Unrealized
SCHB SCHWAB ETFS- US BROAD MARKET ETF 2.3%
Value ($000) $2,555 Shares 44,778 Est. Cost $51.63 Unrealized
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 1.1%
Value ($000) $1,270 Shares 14,428 Est. Cost $46.81 Unrealized
QTEC FIRST TR NASDAQ 100 TECHNOLOGY INDEX FD SHS 1.1%
Value ($000) $1,259 Shares 20,942 Est. Cost $52.65 Unrealized
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 1.1%
Value ($000) $1,190 Shares 34,695 Est. Cost $32.85 Unrealized
FXU FIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUAL 1.0%
Value ($000) $1,161 Shares 42,423 Est. Cost $26.05 Unrealized
FTXO FIRST TRUST NASDAQ BANK ETF 1.0%
Value ($000) $1,087 Shares 41,867 Est. Cost $25.96 Unrealized
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $651 Shares 7,250 Est. Cost $58.31 Unrealized +20.1%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $647 Shares 2,419 Est. Cost $165.36 Unrealized +25.1%
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $473 Shares 2,717 Est. Cost $87.47 Unrealized +30.8%
BK BANK NEW YORK MELLON CORP COM 0.4%
Value ($000) $465 Shares 9,863 Est. Cost $32.47 Unrealized +13.8%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $427 Shares 8,768 Est. Cost $27.67 Unrealized +13.6%
T AT&T INC COM 0.4%
Value ($000) $397 Shares 9,571 Est. Cost $12.85 Unrealized +30.3%
GD GENERAL DYNAMICS CORP COM 0.3%
Value ($000) $345 Shares 1,846 Est. Cost $114.64 Unrealized +32.7%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $295 Shares 2,369 Est. Cost $77.31 Unrealized +20.8%
VRSK VERISK ANALYTICS INC COM 0.2%
Value ($000) $276 Shares 3,413 Est. Cost $78.48 Unrealized 0.0%
MSFT MICROSOFT 0.2%
Value ($000) $262 Shares 3,986 Est. Cost $46.37 Unrealized +24.7%
NBTB NBT BANCORP INC 0.2%
Value ($000) $239 Shares 6,461 Est. Cost $28.46 Unrealized +41.7%
AAPL APPLE INC 0.2%
Value ($000) $239 Shares 1,665 Est. Cost $25.40 Unrealized +19.8%
HD HOME DEPOT 0.2%
Value ($000) $226 Shares 1,543 Est. Cost $100.38 Unrealized +13.9%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $205 Shares 2,499 Est. Cost $51.85 Unrealized +8.2%
KO COCA COLA CO COM 0.2%
Value ($000) $191 Shares 4,504 Est. Cost $31.02 Unrealized +1.6%
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $190 Shares 1,996 Est. Cost $85.72 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $189 Shares 1,762 Est. Cost $67.20 Unrealized +14.2%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $186 Shares 4,962 Est. Cost $27.75 Unrealized +7.8%
DVY ISHARES DJ SELECT DIVIDEND 0.2%
Value ($000) $177 Shares 1,953 Est. Cost $78.34 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $176 Shares 1,573 Est. Cost $73.47 Unrealized +11.5%
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $160 Shares 2,990 Est. Cost $40.40 Unrealized +19.5%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.1%
Value ($000) $159 Shares 6,648 Est. Cost $3.34 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $155 Shares 2,119 Est. Cost $52.91 Unrealized +7.5%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $149 Shares 1,701 Est. Cost $49.38 Unrealized +41.1%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $147 Shares 1,296 Est. Cost $101.11 Unrealized +1.9%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.1%
Value ($000) $147 Shares 502 Est. Cost $341.76 Unrealized
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $143 Shares 1,543 Est. Cost $57.22 Unrealized +35.8%
MRK MERCK & CO INC 0.1%
Value ($000) $137 Shares 2,169 Est. Cost $36.66 Unrealized +25.6%
CNP CENTERPOINT ENERGY INC COM 0.1%
Value ($000) $127 Shares 4,619 Est. Cost $19.32 Unrealized +4.4%
MMM 3M CO COM 0.1%
Value ($000) $126 Shares 659 Est. Cost $94.83 Unrealized +19.8%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $119 Shares 506 Est. Cost $209.77 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $119 Shares 1,838 Est. Cost $37.96 Unrealized +14.5%
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $115 Shares 672 Est. Cost $152.30 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $114 Shares 646 Est. Cost $137.94 Unrealized +15.1%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $112 Shares 2,023 Est. Cost $27.25 Unrealized +16.9%
SIRIUS XM RADIO INC 0.1%
Value ($000) $112 Shares 21,933 Est. Cost $3.85 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $109 Shares 2,476 Est. Cost $36.51 Unrealized +1.1%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $107 Shares 1,804 Est. Cost $37.32 Unrealized +28.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $104 Shares 624 Est. Cost $133.95 Unrealized +24.9%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $103 Shares 974 Est. Cost $51.36 Unrealized +39.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $102 Shares 822 Est. Cost $74.28 Unrealized +23.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $102 Shares 904 Est. Cost $64.18 Unrealized +2.2%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $101 Shares 1,875 Est. Cost $46.44 Unrealized -14.0%
META FACEBOOK INC CL A 0.1%
Value ($000) $97 Shares 683 Est. Cost $103.61 Unrealized +28.1%
SEAGATE TECHNOLOGY 0.1%
Value ($000) $95 Shares 2,077 Est. Cost $37.97 Unrealized
IHE ISHARES DJ US PHARMA INDEX F 0.1%
Value ($000) $93 Shares 617 Est. Cost $177.15 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $92 Shares 1,285 Est. Cost $16.73 Unrealized +18.2%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $90 Shares 2,024 Est. Cost $40.06 Unrealized
OMC OMNICOM GROUP INC COM 0.1%
Value ($000) $88 Shares 1,023 Est. Cost $52.01 Unrealized +20.1%
AROW ARROW FINL CORP 0.1%
Value ($000) $85 Shares 2,530 Est. Cost $17.17 Unrealized +33.7%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $80 Shares 703 Est. Cost $112.76 Unrealized
AMZN AMAZON.COM INC 0.1%
Value ($000) $79 Shares 90 Est. Cost $33.25 Unrealized +25.3%
C CITIGROUP INC 0.1%
Value ($000) $79 Shares 1,326 Est. Cost $39.62 Unrealized +12.7%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $77 Shares 984 Est. Cost $72.60 Unrealized -16.5%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $77 Shares 1,563 Est. Cost $32.65 Unrealized +12.0%
IT GARTNER INC CL A 0.1%
Value ($000) $75 Shares 700 Est. Cost $88.55 Unrealized +16.4%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.1%
Value ($000) $71 Shares 1,621 Est. Cost $28.19 Unrealized +15.5%
CSCO CISCO SYS INC 0.1%
Value ($000) $70 Shares 2,096 Est. Cost $21.20 Unrealized +16.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $70 Shares 686 Est. Cost $69.10 Unrealized +22.1%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $68 Shares 298 Est. Cost $170.47 Unrealized +17.3%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $66 Shares 643 Est. Cost $93.31 Unrealized
ADAMS DIVERSIFIED EQUITY FD COM 0.1%
Value ($000) $66 Shares 4,862 Est. Cost $12.49 Unrealized
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $66 Shares 1,131 Est. Cost $35.94 Unrealized +16.4%
BUCKEYE PARTNERS UTS L P UNIT LTD PARTNERSHIP INT 0.1%
Value ($000) $65 Shares 960 Est. Cost $72.25 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $65 Shares 545 Est. Cost $88.85 Unrealized +11.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $63 Shares 778 Est. Cost $47.05 Unrealized +17.5%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.1%
Value ($000) $62 Shares 790 Est. Cost $79.81 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $62 Shares 1,816 Est. Cost $20.14 Unrealized +6.3%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $61 Shares 2,468 Est. Cost $17.92 Unrealized +35.7%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $61 Shares 336 Est. Cost $123.82 Unrealized +23.3%
INTC INTEL CORP COM 0.1%
Value ($000) $60 Shares 1,669 Est. Cost $26.73 Unrealized +11.0%
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $60 Shares 370 Est. Cost $99.29 Unrealized +43.1%
AMERIGAS PARTNERS LP UNITS LTD PARTNERSHIP INT 0.1%
Value ($000) $59 Shares 1,266 Est. Cost $43.84 Unrealized
AGG ISHARES AGGREGATE BOND ETF 0.1%
Value ($000) $58 Shares 538 Est. Cost $110.00 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $58 Shares 357 Est. Cost $116.37 Unrealized +9.3%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $58 Shares 454 Est. Cost $87.24 Unrealized +16.6%
IYG ISHARES TR DOW JONES U S FINL SVCS 0.1%
Value ($000) $57 Shares 530 Est. Cost $89.35 Unrealized
CCL CARNIVAL CORP 0.1%
Value ($000) $57 Shares 971 Est. Cost $44.14 Unrealized +14.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $53 Shares 625 Est. Cost $86.40 Unrealized
NUVEEN MUN HIGH INCOME OPP FD COM 0.0%
Value ($000) $52 Shares 4,000 Est. Cost $14.02 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $49 Shares 4,246 Est. Cost $8.13 Unrealized -4.2%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $49 Shares 129 Est. Cost $409.79 Unrealized -10.0%
SCHM SCHWAB US MID-CAP ETF 0.0%
Value ($000) $49 Shares 1,046 Est. Cost $43.51 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $48 Shares 58 Est. Cost $35.58 Unrealized +14.4%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $47 Shares 423 Est. Cost $116.50 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $47 Shares 911 Est. Cost $31.10 Unrealized +36.3%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $46 Shares 560 Est. Cost $85.71 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $44 Shares 217 Est. Cost $161.69 Unrealized +18.7%
IAI ISHARES TR DOW JONESUS BROKER DEALERS INDEX FD 0.0%
Value ($000) $43 Shares 850 Est. Cost $43.71 Unrealized
PSEC PROSPECT CAPITAL CORPORATION 0.0%
Value ($000) $43 Shares 4,789 Est. Cost $2.10 Unrealized +45.7%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $43 Shares 534 Est. Cost $80.58 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $42 Shares 321 Est. Cost $115.38 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $41 Shares 1,749 Est. Cost $15.05 Unrealized +28.8%
V VISA INC 0.0%
Value ($000) $40 Shares 454 Est. Cost $72.36 Unrealized +11.8%
IEI ISHARES 3-7 YR TREASURY BOND ETF 0.0%
Value ($000) $40 Shares 331 Est. Cost $120.85 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $40 Shares 517 Est. Cost $56.90 Unrealized +11.3%
SO SOUTHERN CO COM 0.0%
Value ($000) $40 Shares 815 Est. Cost $29.72 Unrealized +14.9%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $38 Shares 340 Est. Cost $105.96 Unrealized +1.4%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $37 Shares 923 Est. Cost $27.89 Unrealized +32.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $36 Shares 515 Est. Cost $31.58 Unrealized +22.1%
SAM BOSTON BEER CO CL A 0.0%
Value ($000) $36 Shares 255 Est. Cost $219.24 Unrealized -28.6%
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.0%
Value ($000) $36 Shares 348 Est. Cost $104.89 Unrealized
IP INTL PAPER CO COM 0.0%
Value ($000) $36 Shares 717 Est. Cost $24.89 Unrealized +37.3%
GLW CORNING INC COM 0.0%
Value ($000) $35 Shares 1,300 Est. Cost $14.09 Unrealized +48.9%
RPM RPM INTL INC COM 0.0%
Value ($000) $35 Shares 652 Est. Cost $45.04 Unrealized +18.4%
NFLX NETFLIX COM INC 0.0%
Value ($000) $35 Shares 241 Est. Cost $12.16 Unrealized +15.4%
ECL ECOLAB INC COM 0.0%
Value ($000) $34 Shares 274 Est. Cost $100.53 Unrealized +10.5%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $34 Shares 280 Est. Cost $100.00 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $33 Shares 455 Est. Cost $43.05 Unrealized +37.1%
GLD SPDR GOLD ETF 0.0%
Value ($000) $33 Shares 280 Est. Cost $126.13 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $31 Shares 2,192 Est. Cost $11.25 Unrealized +12.8%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $31 Shares 297 Est. Cost $70.63 Unrealized +11.0%
RAYTHEON CO COM NEW 0.0%
Value ($000) $30 Shares 199 Est. Cost $108.86 Unrealized
FXG FIRST TRUST CONSUMER ETF 0.0%
Value ($000) $29 Shares 647 Est. Cost $41.07 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $29 Shares 1,019 Est. Cost $23.80 Unrealized +0.1%
GOOGL GOOGLE INC 0.0%
Value ($000) $29 Shares 35 Est. Cost $36.63 Unrealized +13.9%
JCI JOHNSON CTLS INC 0.0%
Value ($000) $29 Shares 692 Est. Cost $33.21 Unrealized +3.9%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $29 Shares 223 Est. Cost $85.39 Unrealized +8.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $29 Shares 278 Est. Cost $88.14 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $28 Shares 218 Est. Cost $71.40 Unrealized +46.5%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $28 Shares 236 Est. Cost $107.06 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $28 Shares 367 Est. Cost $44.60 Unrealized +22.6%
CIGNA CORP 0.0%
Value ($000) $27 Shares 185 Est. Cost $140.54 Unrealized
NORTHWEST NAT GAS CO COM 0.0%
Value ($000) $27 Shares 473 Est. Cost $44.40 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $27 Shares 486 Est. Cost $39.99 Unrealized +13.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $27 Shares 475 Est. Cost $49.27 Unrealized -5.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $27 Shares 262 Est. Cost $82.79 Unrealized +3.7%
PATTERSON DENTAL CO 0.0%
Value ($000) $27 Shares 600 Est. Cost $46.67 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $27 Shares 345 Est. Cost $57.41 Unrealized -0.3%
FBT FIRST TR EXCHANGE TRADED FD AMEX BIOTECHNOLOGY INDEX 0.0%
Value ($000) $26 Shares 255 Est. Cost $2.01 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $26 Shares 320 Est. Cost $61.65 Unrealized -1.7%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $26 Shares 256 Est. Cost $90.76 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $25 Shares 458 Est. Cost $40.85 Unrealized +8.6%
FXD FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY 0.0%
Value ($000) $25 Shares 685 Est. Cost $36.07 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $25 Shares 236 Est. Cost $1.69 Unrealized +54.8%
IHF ISHARES DJ US HEALTH CARE PROVIDERS 0.0%
Value ($000) $24 Shares 179 Est. Cost $138.55 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $24 Shares 589 Est. Cost $14.61 Unrealized +37.6%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $24 Shares 411 Est. Cost $48.09 Unrealized +8.6%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $24 Shares 845 Est. Cost $24.85 Unrealized
FXH FIRST TR EXCH TRADED FD HEALTH CARE ALPHADEX FD 0.0%
Value ($000) $24 Shares 400 Est. Cost $1.95 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $24 Shares 216 Est. Cost $98.85 Unrealized 0.0%
SHIRE PLC SPONSORED ADR 0.0%
Value ($000) $23 Shares 135 Est. Cost $177.78 Unrealized
SJM J M SMUCKER CO NEW 0.0%
Value ($000) $23 Shares 180 Est. Cost $90.09 Unrealized +14.3%
BALL BALL CORP COM 0.0%
Value ($000) $23 Shares 312 Est. Cost $30.75 Unrealized +10.2%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $23 Shares 110 Est. Cost $209.09 Unrealized
CSX CSX CORP 0.0%
Value ($000) $23 Shares 499 Est. Cost $7.81 Unrealized +72.8%
CERNER CORP 0.0%
Value ($000) $23 Shares 400 Est. Cost $66.91 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $22 Shares 434 Est. Cost $31.62 Unrealized +33.0%
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $22 Shares 600 Est. Cost $36.67 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $22 Shares 275 Est. Cost $72.73 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $22 Shares 147 Est. Cost $86.12 Unrealized +47.1%
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value ($000) $22 Shares 250 Est. Cost $76.00 Unrealized
KLX INC COM 0.0%
Value ($000) $22 Shares 502 Est. Cost $43.82 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $22 Shares 327 Est. Cost $72.90 Unrealized -30.5%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $22 Shares 289 Est. Cost $31.32 Unrealized +8.6%
CBRE CBRE GROUP INC A 0.0%
Value ($000) $22 Shares 635 Est. Cost $35.25 Unrealized -5.1%
FIAT CHRYSLER AUTOMOBILES N V SHS 0.0%
Value ($000) $22 Shares 2,080 Est. Cost $10.58 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value ($000) $22 Shares 509 Est. Cost $33.05 Unrealized +10.4%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND 0.0%
Value ($000) $22 Shares 290 Est. Cost $68.97 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $21 Shares 496 Est. Cost $35.43 Unrealized +1.3%
HSY HERSHEY CO COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $70.38 Unrealized +23.4%
TRUSTCO BANK CM 0.0%
Value ($000) $21 Shares 2,711 Est. Cost $6.73 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $21 Shares 391 Est. Cost $54.21 Unrealized
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.0%
Value ($000) $20 Shares 1,339 Est. Cost $14.44 Unrealized
D DOMINION RESOURCES INC 0.0%
Value ($000) $20 Shares 262 Est. Cost $45.14 Unrealized +13.5%
ESP ESPEY MFG & ELECTRS CORP COM 0.0%
Value ($000) $20 Shares 872 Est. Cost $17.75 Unrealized +3.2%
NUSTAR ENERGY LP UNIT COM 0.0%
Value ($000) $20 Shares 400 Est. Cost $50.00 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $20 Shares 292 Est. Cost $15.20 Unrealized -16.6%
MET METLIFE INC COM 0.0%
Value ($000) $20 Shares 386 Est. Cost $31.17 Unrealized +13.3%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $20 Shares 220 Est. Cost $89.03 Unrealized 0.0%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $20 Shares 1,175 Est. Cost $17.02 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $19 Shares 146 Est. Cost $116.44 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $18 Shares 137 Est. Cost $97.99 Unrealized +2.5%
WIX WIX COM LTD SHS 0.0%
Value ($000) $18 Shares 277 Est. Cost $38.10 Unrealized +54.3%
SKYW SKYWEST INC COM 0.0%
Value ($000) $18 Shares 528 Est. Cost $27.77 Unrealized +28.4%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $18 Shares 1,062 Est. Cost $14.59 Unrealized +26.3%
PZZA PAPA JOHNS INTL INC COM 0.0%
Value ($000) $18 Shares 237 Est. Cost $60.84 Unrealized +9.5%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $18 Shares 300 Est. Cost $33.45 Unrealized +30.4%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $18 Shares 422 Est. Cost $36.05 Unrealized +15.8%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $18 Shares 174 Est. Cost $97.70 Unrealized
TRONOX LTD SHS CL A 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $4.00 Unrealized
DB DEUTSCHE BANK AG NAMEN AKT 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $14.94 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $17 Shares 54 Est. Cost $214.89 Unrealized +48.2%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $17 Shares 418 Est. Cost $20.89 Unrealized +18.4%
BIGGQ BIG LOTS INC 0.0%
Value ($000) $16 Shares 330 Est. Cost $35.64 Unrealized +11.5%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $16 Shares 210 Est. Cost $59.00 Unrealized +5.7%
NKE NIKE INC CLASS B 0.0%
Value ($000) $16 Shares 288 Est. Cost $53.66 Unrealized -8.2%
SOUTH JERSEY INDS INC COM 0.0%
Value ($000) $16 Shares 452 Est. Cost $25.16 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $16 Shares 118 Est. Cost $125.14 Unrealized
BLUCORA INC COM 0.0%
Value ($000) $16 Shares 931 Est. Cost $13.96 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $16 Shares 110 Est. Cost $132.72 Unrealized +12.4%
XYL XYLEM INC COM 0.0%
Value ($000) $16 Shares 323 Est. Cost $35.14 Unrealized +24.7%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $16 Shares 123 Est. Cost $89.43 Unrealized
INGERSOLL-RAND PLC SHS 0.0%
Value ($000) $16 Shares 200 Est. Cost $65.00 Unrealized
PLAY DAVE & BUSTERS ENTMT INC COM 0.0%
Value ($000) $15 Shares 251 Est. Cost $41.46 Unrealized +37.4%
AIZ ASSURANT INC 0.0%
Value ($000) $15 Shares 158 Est. Cost $67.32 Unrealized +21.0%
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $15 Shares 181 Est. Cost $87.42 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $15 Shares 157 Est. Cost $73.09 Unrealized +12.8%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $15 Shares 192 Est. Cost $76.61 Unrealized +5.8%
GRMN GARMIN LTD 0.0%
Value ($000) $14 Shares 283 Est. Cost $36.86 Unrealized +8.7%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $14 Shares 86 Est. Cost $118.85 Unrealized +14.4%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $14 Shares 87 Est. Cost $155.38 Unrealized +14.3%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $14 Shares 241 Est. Cost $40.46 Unrealized +10.3%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $14 Shares 257 Est. Cost $45.55 Unrealized +15.5%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $14 Shares 73 Est. Cost $170.48 Unrealized +13.0%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $14 Shares 336 Est. Cost $26.30 Unrealized +22.6%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $14 Shares 143 Est. Cost $49.08 Unrealized +28.3%
BRKR BRUKER BIOSCIENCES CORP 0.0%
Value ($000) $14 Shares 605 Est. Cost $20.69 Unrealized +9.8%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $14 Shares 261 Est. Cost $41.34 Unrealized +26.6%
EXPRESS SCRIPTS INC 0.0%
Value ($000) $14 Shares 215 Est. Cost $82.76 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $14 Shares 165 Est. Cost $44.43 Unrealized +60.4%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $14 Shares 339 Est. Cost $42.84 Unrealized
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $13 Shares 400 Est. Cost $26.84 Unrealized +29.8%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $13 Shares 78 Est. Cost $132.24 Unrealized +8.0%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $13 Shares 67 Est. Cost $138.29 Unrealized +23.3%
ARTNA ARTESIAN RES CORP CL A 0.0%
Value ($000) $13 Shares 413 Est. Cost $19.16 Unrealized +29.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $13 Shares 174 Est. Cost $50.41 Unrealized +24.4%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $13 Shares 100 Est. Cost $130.00 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $14.62 Unrealized +15.7%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $13 Shares 195 Est. Cost $76.92 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $12 Shares 51 Est. Cost $155.62 Unrealized +32.2%
AAOI APPLIED OPTOELECTRONICS INC COM 0.0%
Value ($000) $12 Shares 222 Est. Cost $39.45 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $12 Shares 122 Est. Cost $59.53 Unrealized +26.8%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $12 Shares 262 Est. Cost $23.15 Unrealized -3.5%
DXJ WISDOMTREE JAPAN HEDGED EQUITY 0.0%
Value ($000) $12 Shares 250 Est. Cost $56.00 Unrealized
GW PHARMACEUTICALS PLC ADS 0.0%
Value ($000) $12 Shares 100 Est. Cost $110.00 Unrealized
AIRCASTLE LTD COM 0.0%
Value ($000) $12 Shares 500 Est. Cost $22.40 Unrealized
VELOCITYSHARES DAILY 2X VIX SHORT TERM ETN 0.0%
Value ($000) $12 Shares 360 Est. Cost $33.33 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $12 Shares 173 Est. Cost $43.91 Unrealized +38.8%
CRM SALESFORCE COM 0.0%
Value ($000) $12 Shares 146 Est. Cost $76.26 Unrealized +3.5%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.0%
Value ($000) $12 Shares 203 Est. Cost $57.21 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $12 Shares 90 Est. Cost $98.64 Unrealized +16.5%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $12 Shares 158 Est. Cost $47.74 Unrealized +39.1%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $11 Shares 230 Est. Cost $36.88 Unrealized +8.2%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $11 Shares 98 Est. Cost $27.15 Unrealized -17.6%
QUINTILES TRANSNATIONAL CORP COM 0.0%
Value ($000) $11 Shares 149 Est. Cost $74.47 Unrealized
FOLD AMICUS THERAPEUTICS INC COM 0.0%
Value ($000) $11 Shares 1,613 Est. Cost $9.01 Unrealized -29.8%
RRC RANGE RESOURCES CORP 0.0%
Value ($000) $11 Shares 387 Est. Cost $33.89 Unrealized -8.9%
EOG EOG RESOURCES INC 0.0%
Value ($000) $11 Shares 121 Est. Cost $70.89 Unrealized +4.7%
ISHARES GOLD TRUST ETF 0.0%
Value ($000) $11 Shares 941 Est. Cost $12.03 Unrealized
AMG AFFILIATED MANAGERS GROUP INC 0.0%
Value ($000) $11 Shares 72 Est. Cost $156.39 Unrealized -2.0%
MONSANTO CO 0.0%
Value ($000) $11 Shares 100 Est. Cost $110.00 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $11 Shares 84 Est. Cost $98.44 Unrealized +16.3%
AETNA INC COM 0.0%
Value ($000) $11 Shares 93 Est. Cost $116.00 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.0%
Value ($000) $10 Shares 86 Est. Cost $89.48 Unrealized +16.2%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $10 Shares 200 Est. Cost $40.00 Unrealized
VV VANGUARD LARGE CAP 0.0%
Value ($000) $10 Shares 96 Est. Cost $104.17 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $87.64 Unrealized 0.0%
MXL MAXLINEAR INC COM 0.0%
Value ($000) $10 Shares 383 Est. Cost $25.64 Unrealized 0.0%
YUM YUM! BRANDS INC 0.0%
Value ($000) $10 Shares 168 Est. Cost $43.45 Unrealized +27.8%
NXPI NXP SEMICONDUCTORS NV COM 0.0%
Value ($000) $10 Shares 99 Est. Cost $74.09 Unrealized +21.3%
CONCHO RESOURCES 0.0%
Value ($000) $10 Shares 85 Est. Cost $126.39 Unrealized
RCL ROYAL CARRIBBEAN CRUISES LTD 0.0%
Value ($000) $10 Shares 102 Est. Cost $84.50 Unrealized +0.9%
ADBE ADOBE SYS INC 0.0%
Value ($000) $10 Shares 77 Est. Cost $90.69 Unrealized +29.4%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $10 Shares 124 Est. Cost $50.32 Unrealized +16.2%
CDK GLOBAL INC COM 0.0%
Value ($000) $10 Shares 166 Est. Cost $48.19 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $10 Shares 213 Est. Cost $32.63 Unrealized +15.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $10 Shares 270 Est. Cost $37.04 Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $10 Shares 55 Est. Cost $107.03 Unrealized +51.5%
CTRIP.COM INTL LTD AMERICAN DEP SHS 0.0%
Value ($000) $10 Shares 221 Est. Cost $42.92 Unrealized
ZYNERBA PHARMACEUTICALS INC COM 0.0%
Value ($000) $10 Shares 500 Est. Cost $16.00 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $10 Shares 259 Est. Cost $38.53 Unrealized +13.6%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $10 Shares 114 Est. Cost $76.28 Unrealized 0.0%
CELGENE CORP 0.0%
Value ($000) $9 Shares 73 Est. Cost $104.26 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $9 Shares 82 Est. Cost $109.76 Unrealized
CBRL CRACKER BARREL INC 0.0%
Value ($000) $9 Shares 62 Est. Cost $87.45 Unrealized +25.2%
TE CONNECTIVITY LTD 0.0%
Value ($000) $9 Shares 132 Est. Cost $53.15 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $9 Shares 85 Est. Cost $105.88 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $9 Shares 60 Est. Cost $140.45 Unrealized
MAR MARRIOTT INTL INC 0.0%
Value ($000) $9 Shares 102 Est. Cost $64.65 Unrealized +24.3%
PI IMPINJ INC COM 0.0%
Value ($000) $9 Shares 326 Est. Cost $30.73 Unrealized +2.4%
BR BROADRIDGE FIN SOL 0.0%
Value ($000) $9 Shares 144 Est. Cost $46.89 Unrealized +24.4%
SCHE SCHWAB EMERGING MARKET EQ ETF 0.0%
Value ($000) $9 Shares 400 Est. Cost $25.00 Unrealized
ICLR ICON PLC SHS 0.0%
Value ($000) $9 Shares 119 Est. Cost $78.80 Unrealized +3.9%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $8 Shares 190 Est. Cost $38.99 Unrealized +3.2%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $8 Shares 90 Est. Cost $35.38 Unrealized +15.6%
FTNT FORTINET INC COM 0.0%
Value ($000) $8 Shares 223 Est. Cost $5.52 Unrealized +28.1%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $8 Shares 209 Est. Cost $25.65 Unrealized +12.4%
HANESBRANDS INC 0.0%
Value ($000) $8 Shares 416 Est. Cost $31.25 Unrealized
CHGG CHEGG INC COM 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $5.07 Unrealized +52.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $8 Shares 132 Est. Cost $47.44 Unrealized +7.8%
AFL AFLAC INC COM 0.0%
Value ($000) $8 Shares 122 Est. Cost $24.44 Unrealized +17.9%
CME CHICAGO MERCANTILE HLDGS INC 0.0%
Value ($000) $8 Shares 75 Est. Cost $73.18 Unrealized +19.7%
EL ESTEE LAUDER COMPANIES INC 0.0%
Value ($000) $8 Shares 96 Est. Cost $74.79 Unrealized -1.2%
AGNC AMERICAN CAPITAL AGENCY CORP. 0.0%
Value ($000) $8 Shares 418 Est. Cost $19.14 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $8 Shares 152 Est. Cost $40.66 Unrealized +8.5%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $8 Shares 115 Est. Cost $48.56 Unrealized +24.0%
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $8 Shares 428 Est. Cost $14.02 Unrealized
EA ELECTRONICS ARTS 0.0%
Value ($000) $8 Shares 98 Est. Cost $68.44 Unrealized +21.0%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $8 Shares 72 Est. Cost $74.42 Unrealized +18.1%
WEN WENDYS CO COM 0.0%
Value ($000) $7 Shares 573 Est. Cost $13.64 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD 0.0%
Value ($000) $7 Shares 71 Est. Cost $98.01 Unrealized 0.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $24.65 Unrealized +18.0%
SCHR SCHWAB INTMEDIATE TERM US TREASURY ETF 0.0%
Value ($000) $7 Shares 139 Est. Cost $53.10 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $21.53 Unrealized +11.6%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $7 Shares 88 Est. Cost $63.80 Unrealized +19.7%
KEY KEYCORP NEW COM 0.0%
Value ($000) $7 Shares 405 Est. Cost $8.09 Unrealized +54.3%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $7 Shares 29 Est. Cost $18.14 Unrealized -0.5%
ACHILLION PHARMACEUTICALS INC COM 0.0%
Value ($000) $7 Shares 1,740 Est. Cost $8.25 Unrealized
DLX DELUXE CORP COM 0.0%
Value ($000) $7 Shares 105 Est. Cost $38.42 Unrealized +30.0%
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $7 Shares 73 Est. Cost $68.49 Unrealized
MYLAN N V SHS EURO 0.0%
Value ($000) $7 Shares 200 Est. Cost $72.52 Unrealized
SUNTRUST BANKS INC 0.0%
Value ($000) $7 Shares 136 Est. Cost $51.47 Unrealized
HAIN HAIN CELESTIAL GROUPINC 0.0%
Value ($000) $7 Shares 200 Est. Cost $45.35 Unrealized -17.0%
WDFC WD-40 CO COM 0.0%
Value ($000) $7 Shares 64 Est. Cost $83.05 Unrealized +14.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $7 Shares 77 Est. Cost $50.12 Unrealized +19.5%
SBS COMPANHIA DE SANEAM ADRF SPONSORED ADR 0.0%
Value ($000) $6 Shares 642 Est. Cost $4.67 Unrealized
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $6 Shares 64 Est. Cost $60.68 Unrealized +1.6%
WY WEYERHAEUSER CO 0.0%
Value ($000) $6 Shares 198 Est. Cost $18.15 Unrealized +26.9%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $69.07 Unrealized +0.7%
COKE COCA COLA BOTTLING CO CONS COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $18.15 Unrealized -7.8%
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $6 Shares 385 Est. Cost $18.17 Unrealized
MAC MACERICH CO 0.0%
Value ($000) $6 Shares 98 Est. Cost $76.57 Unrealized
FBIN FORTUNE BRANDS HOME & SECURITY INC WI 0.0%
Value ($000) $6 Shares 110 Est. Cost $39.12 Unrealized +9.8%
RYDEX S&P CNSMR DISCRETIONARY 0.0%
Value ($000) $6 Shares 65 Est. Cost $76.92 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 0.0%
Value ($000) $6 Shares 206 Est. Cost $58.25 Unrealized
CMBT EURONAV NV ANTWERPEN SHS 0.0%
Value ($000) $6 Shares 830 Est. Cost $3.73 Unrealized 0.0%
KAI KADANT INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $37.88 Unrealized +50.3%
KELLOGG CO COM 0.0%
Value ($000) $5 Shares 78 Est. Cost $46.54 Unrealized +7.6%
FLR FLUOR CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $42.79 Unrealized +18.3%
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $5 Shares 157 Est. Cost $22.17 Unrealized +30.7%
SWX SOUTHWEST GAS HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 64 Est. Cost $57.72 Unrealized +41.3%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $5 Shares 62 Est. Cost $80.65 Unrealized
AKAM AKAMAI TECH 0.0%
Value ($000) $5 Shares 90 Est. Cost $58.18 Unrealized +12.9%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $4 Shares 68 Est. Cost $40.05 Unrealized +18.3%
CENTURYLINK INC COM 0.0%
Value ($000) $4 Shares 174 Est. Cost $27.60 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $4 Shares 82 Est. Cost $41.94 Unrealized -1.3%
TIME WARNER INC 0.0%
Value ($000) $4 Shares 48 Est. Cost $65.10 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $4 Shares 32 Est. Cost $21.03 Unrealized +19.6%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $65.48 Unrealized +54.3%
ALLE ALLEGION PLC 0.0%
Value ($000) $4 Shares 66 Est. Cost $57.16 Unrealized +11.2%
XHB SPDR S&P HOMEBUILDERETF 0.0%
Value ($000) $4 Shares 124 Est. Cost $32.79 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $4 Shares 75 Est. Cost $39.62 Unrealized -4.3%
AYI ACUITY BRANDS INC COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $235.37 Unrealized -12.9%
ANGO ANGIODYNAMICS INC 0.0%
Value ($000) $4 Shares 285 Est. Cost $12.32 Unrealized +35.8%
BUD ANHEUSER BUSCH 0.0%
Value ($000) $4 Shares 43 Est. Cost $117.65 Unrealized
SJNK SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 162 Est. Cost $24.69 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
PLUG PLUG PWR INC 0.0%
Value ($000) $4 Shares 3,055 Est. Cost $1.82 Unrealized -37.0%
DELL TECHNOLOGIES INC COM CL V 0.0%
Value ($000) $4 Shares 63 Est. Cost $41.10 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $4 Shares 152 Est. Cost $26.68 Unrealized +0.2%
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $4 Shares 68 Est. Cost $50.50 Unrealized +27.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $3 Shares 78 Est. Cost $38.46 Unrealized
BLACKROCK CORPORATE HIGH YIELD FD VI INC 0.0%
Value ($000) $3 Shares 323 Est. Cost $9.29 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.58 Unrealized +17.7%
NTAP NETAPP INC 0.0%
Value ($000) $3 Shares 91 Est. Cost $23.98 Unrealized +31.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $3 Shares 80 Est. Cost $37.50 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $3 Shares 45 Est. Cost $64.08 Unrealized +1.4%
GENERAL GROWTH PPTYS INC 0.0%
Value ($000) $3 Shares 163 Est. Cost $18.40 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $3 Shares 50 Est. Cost $3.82 Unrealized +50.9%
BIDU BAIDU COM ADR 0.0%
Value ($000) $3 Shares 18 Est. Cost $193.18 Unrealized
XHE SPDR S&P HEALTH CARE EQUIPMENT ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
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 +26.6%
IYM ISHARES DJ US BASIC MATERIALS 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
ROYAL DUTCH SHELL PLC-ADR 0.0%
Value ($000) $2 Shares 53 Est. Cost $56.60 Unrealized
IXC ISHARES S&P GLOBAL ENERGY 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.67 Unrealized
FR FIRST INDUSTRIAL REALTY TRUST COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
BT GROUP PLC ADR 0.0%
Value ($000) $2 Shares 130 Est. Cost $46.15 Unrealized
NEO NEOGENOMICS INC COM NEW 0.0%
Value ($000) $2 Shares 300 Est. Cost $7.32 Unrealized +11.2%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $2 Shares 114 Est. Cost $6.37 Unrealized +62.2%
NEM NEWMONT MINING CORP COM 0.0%
Value ($000) $2 Shares 80 Est. Cost $14.41 Unrealized +91.0%
PBI PITNEY BOWES INC COM 0.0%
Value ($000) $2 Shares 180 Est. Cost $20.68 Unrealized -31.7%
FEDERAL REALTY INVT TR SH BEN INT NEW 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
U S SILICA HLDGS INC COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.67 Unrealized
W WAYFAIR INC CL A 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.52 Unrealized 0.0%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $2 Shares 69 Est. Cost $29.75 Unrealized +16.2%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $27.59 Unrealized +13.5%
TGT TARGET CORP COM 0.0%
Value ($000) $2 Shares 53 Est. Cost $55.85 Unrealized -14.1%
MARATHON OIL CORP COM 0.0%
Value ($000) $2 Shares 179 Est. Cost $24.91 Unrealized
SCANA CORP NEW COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $1 Shares 47 Est. Cost $16.36 Unrealized +57.7%
IEF ISHARES 7-10 YR TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $104.94 Unrealized
ZIX CORP COM 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $43.56 Unrealized +20.2%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $1 Shares 31 Est. Cost $33.69 Unrealized -6.2%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $62.87 Unrealized +10.0%
HPQ HP INC COM 0.0%
Value ($000) $1 Shares 107 Est. Cost $9.10 Unrealized +33.0%
NJR NEW JERSEY RES COM 0.0%
Value ($000) $1 Shares 44 Est. Cost $25.06 Unrealized +11.7%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $1 Shares 38 Est. Cost $56.43 Unrealized -41.9%
EATON VANCE CORP COM NON VTG 0.0%
Value ($000) $1 Shares 40 Est. Cost $22.73 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.72 Unrealized +8.8%
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
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 37 Est. Cost $27.03 Unrealized
HARRIS CORP DEL COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
VIAV JDS UNIPHASE CORP 0.0%
Value ($000) $1 Shares 125 Est. Cost $6.06 Unrealized +60.3%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $1 Shares 18 Est. Cost $50.00 Unrealized
EMHY ISHARES EMERGING MARKETS HIGH YIELD BOND FUND 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
GHYG ISHARES US & INTL HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $1 Shares 63 Est. Cost $15.87 Unrealized
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $17.47 Unrealized +77.1%
CIT GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $64.52 Unrealized 0.0%
CMA COMERICA INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $48.24 Unrealized 0.0%
INTERVAL LEISURE 0.0%
Value ($000) $1 Shares 55 Est. Cost Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $119.60 Unrealized +18.3%
TWITTER INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $34.04 Unrealized
PRAXAIR INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $116.67 Unrealized
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $30.10 Unrealized +41.8%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $23.57 Unrealized +27.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $37.48 Unrealized +24.6%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $68.10 Unrealized -2.4%
WBS WEBSTER FINL CORP CONN COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $36.50 Unrealized +46.3%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $71.28 Unrealized +16.3%
DOV DOVER CORP COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $46.27 Unrealized +19.4%
DISCOVER FINANCIAL SERVICES LLC 0.0%
Value ($000) $1 Shares 27 Est. Cost $29.41 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $34.50 Unrealized +30.8%
SRLN SPDR BLACKSTONE/ GSO SENIOR LOAN ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
PII POLARIS INDS INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $86.76 Unrealized -0.8%
VFC V F CORP COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $58.01 Unrealized -15.0%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $134.62 Unrealized +18.6%
WYNDHAM WORLDWIDE CORP 0.0%
Value ($000) $1 Shares 22 Est. Cost $47.52 Unrealized
BXP BOSTON PPTYS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $88.71 Unrealized +2.2%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $1 Shares 14 Est. Cost $75.56 Unrealized
ALPS TRUST ETF ALERIAN MLP 0.0%
Value ($000) $1 Shares 153 Est. Cost $12.58 Unrealized
ATR APTARGROUP INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $64.16 Unrealized +3.5%
ARW ARROW ELECTRS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $57.00 Unrealized +28.4%
HOWARD HUGHES CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
ITT ITT INDUSTRIES INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $35.86 Unrealized +14.7%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $94.71 Unrealized +19.4%
NFG NATIONAL FUEL GAS CO N J COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $46.05 Unrealized +27.8%
ANADARKO PETE CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $55.56 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $30.23 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $55.59 Unrealized +23.7%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $177.13 Unrealized +21.6%
DE DEERE & CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $65.04 Unrealized +45.1%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $1 Shares 26 Est. Cost $16.97 Unrealized +82.9%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $26.88 Unrealized +36.7%
VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
GENERAL MTRS CO WT EXP 071019 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $43.55 Unrealized +17.8%
GM GENERAL MOTORS CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $25.85 Unrealized +19.7%
DDD 3D SYSTEMS CORPORATION 0.0%
Value ($000) $0 Shares 20 Est. Cost $10.32 Unrealized +52.0%
VRTS VIRTUS INVESTMENT PARTNERS, INC. 0.0%
Value ($000) $0 Shares 8 Est. Cost $90.29 Unrealized -4.3%
BB BLACKBERRY LTD COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $7.69 Unrealized -7.4%
JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $33.35 Unrealized 0.0%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $47.98 Unrealized 0.0%
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
CNH CNH INDUSTRIAL NV COM EUR0.01 0.0%
Value ($000) $0 Shares 34 Est. Cost $5.06 Unrealized +37.4%
COWEN INC CL A NEW 0.0%
Value ($000) $0 Shares 48 Est. Cost Unrealized
ARCC ARES CAP CORP COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $7.44 Unrealized 0.0%
AME AMETEK INC NEW COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $49.70 Unrealized 0.0%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
APACHE CORP COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
MALLINCKRODT PUB LTD CO SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
TD AMERITRADE HOLDING CP 0.0%
Value ($000) $0 Shares 14 Est. Cost $22.10 Unrealized
ILF ISHARES S&P LATIN AMERICA 40 INDEX 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
VOD VODAFONE GROUP NEW ADR F 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
HESS CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $3.64 Unrealized +505.4%
PCAR PACCAR INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $30.00 Unrealized +7.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $59.39 Unrealized +20.7%
SRE SEMPRA ENERGY 0.0%
Value ($000) $0 Shares 8 Est. Cost $39.94 Unrealized 0.0%
RS RELIANCE STEEL & ALUMINUM CO COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $76.18 Unrealized +7.7%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
NUVEEN CREDIT STRATEGIES INCOME 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
IVOG VANGUARD S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $40.39 Unrealized -42.3%
VERSUM MATLS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $161.35 Unrealized -15.4%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $16.41 Unrealized +44.2%
TELLURIAN INC NEW COM 0.0%
Value ($000) $0 Shares 49 Est. Cost Unrealized
ISHARES EDGE MSCI MULTIFACTOR HEALTHCARE ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
BLDP BALLARD POWER SYSTEMS, INC. 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.42 Unrealized +41.7%
MVIS MICROVISION INC 0.0%
Value ($000) $0 Shares 313 Est. Cost $2.79 Unrealized -39.0%
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
SBNY SIGNATURE BK NEW YORK N Y COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $90.91 Unrealized
INSYS THERAPEUTICS INC NEW COM NEW 0.0%
Value ($000) $0 Shares 50 Est. Cost $8.00 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
GDEN GOLDEN ENTMT INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $7.87 Unrealized +35.7%
ENERGOUS CORP COM 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
WMI HOLDINGS CORP. 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $20.59 Unrealized +3.8%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $0 Shares 7 Est. Cost $30.91 Unrealized +12.6%
ENERPLUS CORP 0.0%
Value ($000) $0 Shares 47 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
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $71.03 Unrealized +0.2%
KTOS KRATOS DEFENSE & SECSOLUTIONS COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.43 Unrealized +80.1%