Traynor Capital Management, Inc. Diversified Active

CIK: 0001666786 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 24, 2018

Total Value ($000): $307,872 (100.0% shares, 0.0% debt)

Holdings (193)

AMZN AMAZON.COM INC 9.7%
Value ($000) $29,924 Shares 14,939 Est. Cost $42.77 Unrealized +119.9%
AAPL APPLE INC 9.6%
Value ($000) $29,612 Shares 131,177 Est. Cost $26.48 Unrealized +86.1%
IJH ISHARES CORE S&P MID-CAP ETF 5.5%
Value ($000) $16,819 Shares 83,558 Est. Cost $161.48 Unrealized
NFLX NETFLIX COM INC COM 5.2%
Value ($000) $15,923 Shares 42,560 Est. Cost $13.09 Unrealized +177.4%
IVW ISHARES S&P 500 GROWTH ETF 4.8%
Value ($000) $14,648 Shares 82,683 Est. Cost $115.98 Unrealized
GOOGL ALPHABET INC CAP STK CL A 4.0%
Value ($000) $12,403 Shares 10,275 Est. Cost $40.56 Unrealized +48.1%
IVE ISHARES S&P 500 VALUE ETF 3.2%
Value ($000) $9,818 Shares 84,756 Est. Cost $95.13 Unrealized
GOOG ALPHABET INC CAP STK CL C 2.7%
Value ($000) $8,401 Shares 7,039 Est. Cost $38.98 Unrealized +52.5%
IJR ISHARES CORE S&P SMALL-CAP E 2.7%
Value ($000) $8,225 Shares 94,287 Est. Cost $87.78 Unrealized
SPXL DIREXION DAILY S&P 500 BULL 3X SHS 2.2%
Value ($000) $6,889 Shares 126,828 Est. Cost $46.27 Unrealized
NVDA NVIDIA CORP 1.9%
Value ($000) $5,711 Shares 20,322 Est. Cost $4.36 Unrealized +47.8%
ISRG INTUITIVE SURGICAL INC COM NEW 1.8%
Value ($000) $5,609 Shares 9,772 Est. Cost $120.65 Unrealized +47.2%
SLYV SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF 1.5%
Value ($000) $4,597 Shares 67,337 Est. Cost $86.28 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 1.4%
Value ($000) $4,218 Shares 70,020 Est. Cost $35.52 Unrealized
MMM 3M COMPANY 1.2%
Value ($000) $3,658 Shares 17,360 Est. Cost $112.51 Unrealized +17.5%
STZ CONSTELLATION BRANDS INC CL A 1.2%
Value ($000) $3,620 Shares 16,791 Est. Cost $146.50 Unrealized +28.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $3,364 Shares 15,714 Est. Cost $165.78 Unrealized +23.8%
NVO NOVO-NORDISK A S ADR 1.1%
Value ($000) $3,346 Shares 70,988 Est. Cost $49.93 Unrealized
BIIB BIOGEN INC COM 1.1%
Value ($000) $3,321 Shares 9,401 Est. Cost $312.73 Unrealized +10.1%
ACTIVISION BLIZZARD INC COM 1.1%
Value ($000) $3,320 Shares 39,910 Est. Cost $62.51 Unrealized
V VISA INC COM CL A 1.0%
Value ($000) $3,128 Shares 20,844 Est. Cost $88.17 Unrealized +53.2%
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 1.0%
Value ($000) $3,025 Shares 26,328 Est. Cost $120.20 Unrealized
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $2,961 Shares 26,248 Est. Cost $65.40 Unrealized +41.6%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.9%
Value ($000) $2,884 Shares 61,648 Est. Cost $34.47 Unrealized
EFA ISHARES MSCI EAFE ETF 0.9%
Value ($000) $2,663 Shares 39,175 Est. Cost $67.02 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $2,377 Shares 17,206 Est. Cost $93.30 Unrealized +15.8%
AMGN AMGEN INC 0.8%
Value ($000) $2,364 Shares 11,408 Est. Cost $131.82 Unrealized +19.4%
PFF ISHARES TR S&P US PFD STK 0.7%
Value ($000) $2,254 Shares 60,706 Est. Cost $39.27 Unrealized
TNA DIREXION DAILY SML CAP BULL 3X SHS 0.7%
Value ($000) $2,192 Shares 24,495 Est. Cost $74.06 Unrealized
MO ALTRIA GROUP INC 0.7%
Value ($000) $2,111 Shares 35,006 Est. Cost $34.68 Unrealized -3.2%
HYG ISHARES TR IBOXX HI YD ETF 0.7%
Value ($000) $2,014 Shares 23,300 Est. Cost $87.73 Unrealized
AMAT APPLIED MATERIALS INC 0.6%
Value ($000) $1,940 Shares 50,201 Est. Cost $44.38 Unrealized -8.3%
UNITED TECHNOLOGIES CORP COM USD1 0.6%
Value ($000) $1,889 Shares 13,512 Est. Cost $118.86 Unrealized
MIDU DIREXION DAILY MID CAP BULL 3X SHARES 0.6%
Value ($000) $1,858 Shares 35,055 Est. Cost $35.62 Unrealized
MELI MERCADOLIBRE INC 0.6%
Value ($000) $1,849 Shares 5,431 Est. Cost $332.62 Unrealized +1.8%
CVX CHEVRON CORP NEW COM 0.6%
Value ($000) $1,780 Shares 14,562 Est. Cost $72.41 Unrealized +21.4%
IBB ISHARES TR NASDAQ BIOTECH 0.6%
Value ($000) $1,734 Shares 14,226 Est. Cost $154.13 Unrealized
CELGENE CORP 0.5%
Value ($000) $1,593 Shares 17,811 Est. Cost $111.33 Unrealized
MU MICRON TECHNOLOGY 0.5%
Value ($000) $1,583 Shares 35,017 Est. Cost $49.88 Unrealized -1.3%
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,492 Shares 13,038 Est. Cost $51.80 Unrealized +94.6%
XYZ SQUARE INC CL A 0.5%
Value ($000) $1,488 Shares 15,030 Est. Cost $36.61 Unrealized +110.6%
TNDM TANDEM DIABETES CARE INC COM NEW 0.5%
Value ($000) $1,431 Shares 33,423 Est. Cost $12.58 Unrealized +177.7%
GD GENERAL DYNAMICS CRP 0.5%
Value ($000) $1,413 Shares 6,905 Est. Cost $173.52 Unrealized -4.7%
PFE PFIZER INC 0.4%
Value ($000) $1,318 Shares 29,913 Est. Cost $20.23 Unrealized +36.7%
FDX FEDEX CORP COM 0.4%
Value ($000) $1,263 Shares 5,246 Est. Cost $170.02 Unrealized +24.8%
QQQ INVESCO QQQ TR UNIT SER 1 0.4%
Value ($000) $1,246 Shares 6,708 Est. Cost $173.80 Unrealized
FNCL FIDELITY MSCI FINLS INDEX ETF 0.4%
Value ($000) $1,244 Shares 30,868 Est. Cost $32.63 Unrealized
TOTAL SYS SVCS INC 0.4%
Value ($000) $1,239 Shares 12,549 Est. Cost $58.71 Unrealized
HD HOME DEPOT INC COM 0.4%
Value ($000) $1,221 Shares 5,897 Est. Cost $136.90 Unrealized +22.7%
FCX FREEPORT MCMORAN INC 0.4%
Value ($000) $1,168 Shares 83,928 Est. Cost $13.56 Unrealized +1.6%
PIMCO MUN INCOME FD II COM 0.4%
Value ($000) $1,164 Shares 88,006 Est. Cost $12.46 Unrealized
ROYAL DUTCH SHELL ADR EA REP 2 CL A EUR0.07 0.4%
Value ($000) $1,134 Shares 16,646 Est. Cost $58.21 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.4%
Value ($000) $1,101 Shares 10,435 Est. Cost $111.21 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $1,050 Shares 22,210 Est. Cost $32.99 Unrealized +25.8%
CE CELANESE CORP DEL COM 0.3%
Value ($000) $1,015 Shares 8,910 Est. Cost $79.87 Unrealized +24.6%
FIDU FIDELITY MSCI INDL INDEX ETF 0.3%
Value ($000) $972 Shares 24,177 Est. Cost $30.51 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $968 Shares 12,540 Est. Cost $63.50 Unrealized -10.5%
NUVEEN MUN HIGH INCOME OPP FD COM 0.3%
Value ($000) $944 Shares 75,279 Est. Cost $13.51 Unrealized
XPO XPO LOGISTICS INC COM USD0.001 0.3%
Value ($000) $909 Shares 7,966 Est. Cost $36.29 Unrealized +0.2%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $901 Shares 11,050 Est. Cost $56.59 Unrealized -2.0%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $890 Shares 3,041 Est. Cost $238.05 Unrealized
URI UNITED RENTALS INC 0.3%
Value ($000) $888 Shares 5,429 Est. Cost $131.93 Unrealized +14.2%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $872 Shares 19,618 Est. Cost $13.29 Unrealized +91.6%
UPS UNITED PARCEL SVC INC CL B 0.3%
Value ($000) $820 Shares 7,023 Est. Cost $72.67 Unrealized +21.7%
ITA ISHARES TR US AER DEF ETF 0.3%
Value ($000) $808 Shares 3,737 Est. Cost $185.34 Unrealized
VLO VALERO ENERGY CORP 0.3%
Value ($000) $787 Shares 7,354 Est. Cost $39.79 Unrealized +111.7%
T A T & T INC 0.3%
Value ($000) $773 Shares 23,025 Est. Cost $16.59 Unrealized -12.7%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $768 Shares 7,703 Est. Cost $87.40 Unrealized
FENY FIDELITY MSCI ENERGY INDEX ETF 0.2%
Value ($000) $761 Shares 35,801 Est. Cost $20.50 Unrealized
CCK CROWN HOLDINGS INC 0.2%
Value ($000) $704 Shares 14,685 Est. Cost $50.80 Unrealized -16.9%
SPY SPDR S&P 500 ETF TRUST UNIT SER 1 S&P 0.2%
Value ($000) $692 Shares 2,382 Est. Cost $227.33 Unrealized
MRK MERCK & CO INC NEW COM 0.2%
Value ($000) $691 Shares 9,749 Est. Cost $40.67 Unrealized +24.6%
BA BOEING CO 0.2%
Value ($000) $684 Shares 1,841 Est. Cost $140.63 Unrealized +141.1%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $648 Shares 1,604 Est. Cost $394.83 Unrealized -4.1%
AZTA BROOKS AUTOMATION INC NEW 0.2%
Value ($000) $638 Shares 18,241 Est. Cost $26.27 Unrealized +21.5%
VOO VANGUARD INDEX FDS FORMERLY VANGUARD INDEX TR TO 05/24/2001 S&P 500 ETF SHS NEW 0.2%
Value ($000) $620 Shares 2,325 Est. Cost $247.37 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $615 Shares 4,215 Est. Cost $124.66 Unrealized -6.8%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $588 Shares 11,021 Est. Cost $31.12 Unrealized +14.5%
PCAR PACCAR INC 0.2%
Value ($000) $576 Shares 8,456 Est. Cost $24.84 Unrealized +31.8%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $560 Shares 6,592 Est. Cost $53.45 Unrealized +8.9%
LUV SOUTHWEST AIRLNS CO 0.2%
Value ($000) $553 Shares 8,858 Est. Cost $37.24 Unrealized +43.0%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $548 Shares 6,249 Est. Cost $83.68 Unrealized +5.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $544 Shares 3,305 Est. Cost $174.59 Unrealized
ABBV ABBVIE INC COM USD0.01 0.2%
Value ($000) $543 Shares 5,743 Est. Cost $52.27 Unrealized +32.3%
ALLERGAN PLC. COM USD0.0001 0.2%
Value ($000) $522 Shares 2,745 Est. Cost $211.28 Unrealized
DEO DIAGEO ADR EACH REPR 4 ORD GBX28.935185 0.2%
Value ($000) $517 Shares 3,656 Est. Cost $125.35 Unrealized
BP BP PLC SPONSORED ADR 0.2%
Value ($000) $513 Shares 11,139 Est. Cost $37.61 Unrealized
DIREXION SHS ETF TR SP BIOTCH BL NEW 0.2%
Value ($000) $501 Shares 5,384 Est. Cost $97.56 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $498 Shares 3,062 Est. Cost $65.01 Unrealized +96.6%
CURE DIREXION SHARES ETT TR DAILY HEALTHCARE BULL 3X SHS ETF 0.2%
Value ($000) $492 Shares 7,396 Est. Cost $39.75 Unrealized
MFS MUN INCOME TR SH BEN INT 0.2%
Value ($000) $476 Shares 73,359 Est. Cost $6.92 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.2%
Value ($000) $465 Shares 2,656 Est. Cost $95.53 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.2%
Value ($000) $465 Shares 3,372 Est. Cost $110.86 Unrealized +15.1%
LDOS LEIDOS HLDGS INC COM 0.2%
Value ($000) $462 Shares 6,693 Est. Cost $57.41 Unrealized +6.4%
AEGON N V NY REGISTRY SH 0.1%
Value ($000) $460 Shares 71,668 Est. Cost $4.80 Unrealized
DIREXION SHS ETF TR BRZ BL 3X SH NEW 0.1%
Value ($000) $460 Shares 24,625 Est. Cost $17.46 Unrealized
ICLR ICON PLC SHS 0.1%
Value ($000) $449 Shares 2,921 Est. Cost $70.18 Unrealized +104.3%
META FACEBOOK INC COM USD0.000006 CL A 0.1%
Value ($000) $448 Shares 2,729 Est. Cost $125.07 Unrealized +43.7%
INTU INTUIT COM 0.1%
Value ($000) $441 Shares 1,941 Est. Cost $141.98 Unrealized +44.1%
EOG EOG RESOURCES INC 0.1%
Value ($000) $429 Shares 3,363 Est. Cost $68.34 Unrealized +33.8%
DXC DXC TECHNOLOGY CO COM 0.1%
Value ($000) $408 Shares 4,369 Est. Cost $77.47 Unrealized +9.4%
SCZ ISHARES TR EAFE SML CP ETF 0.1%
Value ($000) $408 Shares 6,558 Est. Cost $48.75 Unrealized
CANADIAN PACIFIC RAILWAY COMPANY COM NPV ISIN #CA13645T1003 SEDOL #2793115 0.1%
Value ($000) $403 Shares 1,903 Est. Cost $181.70 Unrealized
IJK ISHARES S&P MID CAP 400 GROWTH ETF 0.1%
Value ($000) $397 Shares 1,708 Est. Cost $167.80 Unrealized
TECL DIREXION DAILY TECHNOLOGY BULL 3X SHS 0.1%
Value ($000) $395 Shares 2,364 Est. Cost $116.12 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM USD0.01 0.1%
Value ($000) $393 Shares 5,251 Est. Cost $66.03 Unrealized +3.5%
BIDU BAIDU INC SPONS ADR REPR 0.10 ORD CLS A 0.1%
Value ($000) $391 Shares 1,712 Est. Cost $228.39 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.1%
Value ($000) $383 Shares 8,708 Est. Cost $48.17 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $379 Shares 33,638 Est. Cost $12.90 Unrealized
DIREXION SHS ETF TR DLY EUR STX 3X 0.1%
Value ($000) $376 Shares 18,142 Est. Cost $25.24 Unrealized
CNX CNX RESOURCES CORPORATION COM 0.1%
Value ($000) $373 Shares 26,096 Est. Cost $13.81 Unrealized +14.9%
EXEL EXELIXIS INC 0.1%
Value ($000) $371 Shares 20,958 Est. Cost $22.26 Unrealized -12.4%
DIREXION SHS ETF TR DAILY CS 2X SH 0.1%
Value ($000) $364 Shares 11,440 Est. Cost $31.82 Unrealized
PIMCO MUNICIPAL INCOME FUND COM NPV 0.1%
Value ($000) $355 Shares 27,371 Est. Cost $14.05 Unrealized
WORLDPAY INC CL A 0.1%
Value ($000) $352 Shares 3,485 Est. Cost $81.78 Unrealized
KMI KINDER MORGAN INC COM USD0.01 0.1%
Value ($000) $352 Shares 19,861 Est. Cost $12.99 Unrealized -10.0%
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $347 Shares 5,603 Est. Cost $42.31 Unrealized +6.3%
DFEN DIREXION SHARES ETF TRUST DAILY AEROSPACE &DEFENSE BULL 3X SHARES 0.1%
Value ($000) $343 Shares 5,496 Est. Cost $44.60 Unrealized
NOC NORTHROP GRUMMAN CORP HOLDING CO 0.1%
Value ($000) $340 Shares 1,073 Est. Cost $269.78 Unrealized 0.0%
HUN HUNTSMAN CORP 0.1%
Value ($000) $337 Shares 12,382 Est. Cost $16.10 Unrealized +89.2%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $336 Shares 7,839 Est. Cost $41.94 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $333 Shares 5,768 Est. Cost $43.26 Unrealized +18.8%
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $331 Shares 6,827 Est. Cost $50.22 Unrealized
PIMCO GLOBAL STOCKSPLUS INCOME FD 0.1%
Value ($000) $321 Shares 22,269 Est. Cost $17.46 Unrealized
PRTA PROTHENA CORP PLC USD0.01 0.1%
Value ($000) $318 Shares 24,350 Est. Cost $18.83 Unrealized -23.3%
SCHW SCHWAB CHARLES CORP NEW 0.1%
Value ($000) $315 Shares 6,426 Est. Cost $27.20 Unrealized +69.3%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $313 Shares 3,975 Est. Cost $53.82 Unrealized +21.2%
TXT TEXTRON INC 0.1%
Value ($000) $305 Shares 4,280 Est. Cost $47.66 Unrealized +41.8%
SLB SCHLUMBERGER LIMITED COM USD0.01 0.1%
Value ($000) $303 Shares 4,980 Est. Cost $56.46 Unrealized -7.8%
DBC INVESCO DB COMMDY INDX TRCK FD UNIT 0.1%
Value ($000) $300 Shares 16,740 Est. Cost $17.50 Unrealized
MKTX MARKETAXESS HLDGS INC COM 0.1%
Value ($000) $292 Shares 1,638 Est. Cost $178.08 Unrealized +0.2%
DIREXION SHS ETF TR DLY ROB AI 3X 0.1%
Value ($000) $292 Shares 15,164 Est. Cost $19.26 Unrealized
MARATHON OIL CORP 0.1%
Value ($000) $290 Shares 12,475 Est. Cost $11.10 Unrealized
CANOPY GROWTH CORPORATION COM NPV ISIN #CA1380351009 SEDOL #BYTN3W0 0.1%
Value ($000) $288 Shares 5,931 Est. Cost $30.70 Unrealized
CME CME GROUP INC COM CL A 0.1%
Value ($000) $288 Shares 1,697 Est. Cost $121.73 Unrealized +6.1%
HYS PIMCO ETF TRUST 0-5 YR HIGH YLD CORP BD IDX ETF 0.1%
Value ($000) $285 Shares 2,833 Est. Cost $100.79 Unrealized
SU SUNCOR ENERGY COM NPV NEW ISIN #CA8672241079 SEDOL #B3NB1P2 0.1%
Value ($000) $284 Shares 7,358 Est. Cost $23.91 Unrealized +27.4%
PEP PEPSICO INC 0.1%
Value ($000) $280 Shares 2,511 Est. Cost $72.33 Unrealized +24.9%
MFS HIGH INCOME MUN TR 0.1%
Value ($000) $280 Shares 56,873 Est. Cost $4.86 Unrealized
BIB PROSHARES TR PROSHARES ULTRA NASDAQ BIOTECHNOLOGY 0.1%
Value ($000) $276 Shares 3,969 Est. Cost $59.50 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $275 Shares 1,803 Est. Cost $85.45 Unrealized +41.0%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $275 Shares 5,669 Est. Cost $33.63 Unrealized +7.2%
CNOOC LTD SPONSORED ADR ISIN #US1261321095 SEDOL #BDZMP40 0.1%
Value ($000) $275 Shares 1,393 Est. Cost $167.63 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.1%
Value ($000) $273 Shares 1,069 Est. Cost $199.81 Unrealized +2.2%
ULTIMATE SOFTWARE GROUP INC 0.1%
Value ($000) $269 Shares 919 Est. Cost $258.98 Unrealized
IBM INTL BUSINESS MACH 0.1%
Value ($000) $264 Shares 1,746 Est. Cost $112.28 Unrealized -9.8%
KR KROGER CO COM 0.1%
Value ($000) $262 Shares 9,004 Est. Cost $21.37 Unrealized +18.9%
UNITED STATES STEEL CORP 0.1%
Value ($000) $262 Shares 8,599 Est. Cost $30.47 Unrealized
CSL CARLISLE COS INC COM 0.1%
Value ($000) $261 Shares 2,148 Est. Cost $87.55 Unrealized +27.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $250 Shares 724 Est. Cost $274.54 Unrealized -3.7%
SIRIUS XM HLDGS INC COM 0.1%
Value ($000) $250 Shares 39,593 Est. Cost $3.86 Unrealized
NTNX NUTANIX INC CL A 0.1%
Value ($000) $247 Shares 5,795 Est. Cost $52.79 Unrealized 0.0%
SEAGATE TECHNOLOGY PLC COM USD0.00001 0.1%
Value ($000) $246 Shares 5,199 Est. Cost $41.75 Unrealized
CIGNA CORPORATION COM 0.1%
Value ($000) $246 Shares 1,184 Est. Cost $168.92 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $245 Shares 1,410 Est. Cost $46.67 Unrealized +4.8%
ANCHOR BANCORP WA COM 0.1%
Value ($000) $242 Shares 8,572 Est. Cost $26.13 Unrealized
SPG SIMON PPTY GRP INC 0.1%
Value ($000) $242 Shares 1,373 Est. Cost $118.34 Unrealized 0.0%
PIONEER NATURAL RESOURCES CO 0.1%
Value ($000) $240 Shares 1,379 Est. Cost $174.04 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.1%
Value ($000) $238 Shares 5,232 Est. Cost $45.49 Unrealized
PIMCO HIGH INCOME FD COM SHS 0.1%
Value ($000) $236 Shares 28,193 Est. Cost $9.25 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMEDIATE TERM BD ETF 0.1%
Value ($000) $235 Shares 2,926 Est. Cost $86.54 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $231 Shares 1,376 Est. Cost $164.60 Unrealized
DES WISDOMTREE TR US SMALLCAP DIVD 0.1%
Value ($000) $229 Shares 7,737 Est. Cost $27.45 Unrealized
IWC ISHARES TR MICRO-CAP ETF 0.1%
Value ($000) $226 Shares 2,128 Est. Cost $76.41 Unrealized
WDAY WORKDAY INC COM USD0.001 CL A 0.1%
Value ($000) $218 Shares 1,500 Est. Cost $138.94 Unrealized 0.0%
EG EVEREST RE GROUP LTD COM 0.1%
Value ($000) $217 Shares 944 Est. Cost $190.05 Unrealized +1.2%
IOO ISHARES GLOBAL 100 ETF 0.1%
Value ($000) $213 Shares 4,370 Est. Cost $69.15 Unrealized
SFBC SOUND FINL BANCORP INC COM 0.1%
Value ($000) $211 Shares 5,345 Est. Cost $32.49 Unrealized +5.6%
CALAMOS CONV &HIGH INCOME FD COM SHS 0.1%
Value ($000) $206 Shares 15,556 Est. Cost $10.88 Unrealized
BDX BECTON DICKINSON CO 0.1%
Value ($000) $206 Shares 789 Est. Cost $220.32 Unrealized 0.0%
PIMCO CORPORATE &INCOME STRAT 0.1%
Value ($000) $205 Shares 11,253 Est. Cost $15.16 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $205 Shares 1,754 Est. Cost $98.07 Unrealized +8.7%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.1%
Value ($000) $202 Shares 6,226 Est. Cost $31.00 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $202 Shares 763 Est. Cost $20.32 Unrealized +2.5%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $202 Shares 1,778 Est. Cost $86.55 Unrealized 0.0%
RIG TRANSOCEAN LIMITED COM CHF0.10 0.1%
Value ($000) $201 Shares 14,428 Est. Cost $10.89 Unrealized +14.1%
CYPRESS SEMICONDUCTR CORP 0.1%
Value ($000) $188 Shares 13,038 Est. Cost $16.71 Unrealized
PGX INVESCO EXCHNG TRADED FD TR II PFD ETF 0.1%
Value ($000) $174 Shares 12,219 Est. Cost $14.64 Unrealized
BCS BARCLAYS PLC ADR-EACH CV INTO 4 ORD STK GBP0.25 JPM 0.0%
Value ($000) $135 Shares 15,146 Est. Cost $11.14 Unrealized
WEATHERFORD INTL PLC ORD SHS 0.0%
Value ($000) $127 Shares 47,000 Est. Cost $2.46 Unrealized
NUVEEN PENNSYLVANIA QLT MUN FD COM 0.0%
Value ($000) $126 Shares 10,138 Est. Cost $12.60 Unrealized
JUST ENERGY GROUP INC COM NPV ISIN #CA48213W1014 SEDOL #B63MCN1 0.0%
Value ($000) $115 Shares 37,323 Est. Cost $5.18 Unrealized
CHESAPEAKE ENERGY CORPORATION OKLAHOMA 0.0%
Value ($000) $112 Shares 24,952 Est. Cost $6.04 Unrealized
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $80 Shares 17,600 Est. Cost $4.64 Unrealized
BLACKROCK ENHANCED INTL DIV TR COM BENE INTER 0.0%
Value ($000) $70 Shares 12,244 Est. Cost $6.67 Unrealized
SYNERGY PHARMACEUTICALS DEL COM NEW 0.0%
Value ($000) $68 Shares 40,500 Est. Cost $3.49 Unrealized
VIRNETX HLDG CORP COM 0.0%
Value ($000) $58 Shares 12,549 Est. Cost $3.51 Unrealized
INSEEGO CORP COM 0.0%
Value ($000) $40 Shares 10,500 Est. Cost $1.99 Unrealized
WESTPORT FUEL SYSTEMS INC COM NPV ISIN #CA9609083097 SEDOL #2956811 0.0%
Value ($000) $36 Shares 12,000 Est. Cost $2.17 Unrealized
ORGANOVO HLDGS INC COM 0.0%
Value ($000) $29 Shares 25,853 Est. Cost $1.33 Unrealized
MCEWEN MNG INC COM ISIN #US58039P1075 SEDOL #B7F06Y9 0.0%
Value ($000) $19 Shares 10,023 Est. Cost $2.00 Unrealized
AMPIO PHARMACEUTICALS INC COM 0.0%
Value ($000) $10 Shares 19,787 Est. Cost $2.65 Unrealized
DNN DENISON MINES CORPORATION COM NPV ISIN #CA2483561072 SEDOL #2003223 0.0%
Value ($000) $6 Shares 10,000 Est. Cost $0.51 Unrealized 0.0%