WP Advisors, LLC Diversified Active

CIK: 0001697796 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 31, 2018

Total Value ($000): $107,425 (100.0% shares, 0.0% debt)

Holdings (267)

AAPL Apple Inc. 12.9%
Value ($000) $13,861 Shares 61,401 Est. Cost $26.35 Unrealized +87.0%
BRK/B Berkshire Hathaway Cl B 10.3%
Value ($000) $11,099 Shares 51,837 Est. Cost $158.86 Unrealized +29.2%
SHYG iShares 0-5 Year High Yield Corp Bond 9.1%
Value ($000) $9,787 Shares 207,877 Est. Cost $47.37 Unrealized
META Facebook Inc Class A 6.3%
Value ($000) $6,810 Shares 41,411 Est. Cost $133.23 Unrealized +34.9%
VEU Vanguard FTSE All-World ex-US 5.6%
Value ($000) $5,991 Shares 115,105 Est. Cost $44.66 Unrealized
GWX SPDR S&P International Small Cap 3.3%
Value ($000) $3,574 Shares 104,023 Est. Cost $29.32 Unrealized
XLE Energy Select Sector SPDR 3.2%
Value ($000) $3,487 Shares 46,035 Est. Cost $73.95 Unrealized
VWO Vanguard FTSE Emerging Markets Index 3.2%
Value ($000) $3,442 Shares 83,955 Est. Cost $36.47 Unrealized
VDE Vanguard Energy 3.1%
Value ($000) $3,309 Shares 31,483 Est. Cost $97.13 Unrealized
ABBV Abbvie Inc 2.9%
Value ($000) $3,071 Shares 32,475 Est. Cost $41.87 Unrealized +65.2%
EEM iShares MSCI Emerging Markets 2.7%
Value ($000) $2,880 Shares 67,111 Est. Cost $35.61 Unrealized
XLF Financial Select Sector SPDR 2.5%
Value ($000) $2,633 Shares 95,464 Est. Cost $23.47 Unrealized
BP BP PLC ADR 2.2%
Value ($000) $2,314 Shares 50,195 Est. Cost $37.14 Unrealized
GILD Gilead Sciences Inc 2.0%
Value ($000) $2,190 Shares 28,363 Est. Cost $53.02 Unrealized +7.2%
XLB Materials Select Sector SPDR 2.0%
Value ($000) $2,100 Shares 36,259 Est. Cost $49.90 Unrealized
XLP Consumer Staples Select Sector SPDR 2.0%
Value ($000) $2,095 Shares 38,853 Est. Cost $51.84 Unrealized
WFC Wells Fargo & Company 1.6%
Value ($000) $1,756 Shares 33,402 Est. Cost $39.96 Unrealized +16.4%
EWX SPDR S&P Emerging Markets Small Cap 1.5%
Value ($000) $1,565 Shares 34,934 Est. Cost $40.51 Unrealized
AMGN Amgen Inc. 0.8%
Value ($000) $894 Shares 4,311 Est. Cost $115.02 Unrealized +36.8%
MO Altria Group Inc. 0.8%
Value ($000) $865 Shares 14,342 Est. Cost $34.60 Unrealized -3.0%
VEA Vanguard Msci Eafe Etf 0.7%
Value ($000) $776 Shares 17,945 Est. Cost $38.99 Unrealized
SCZ iShares MSCI EAFE Small-Cap 0.7%
Value ($000) $729 Shares 11,700 Est. Cost $49.95 Unrealized
T AT&T, Inc. 0.6%
Value ($000) $643 Shares 19,155 Est. Cost $14.98 Unrealized -3.4%
AXP American Express Company 0.5%
Value ($000) $550 Shares 5,166 Est. Cost $61.09 Unrealized +54.1%
VXUS Vanguard Total Intl ETF 0.5%
Value ($000) $528 Shares 9,772 Est. Cost $46.03 Unrealized
MINT PIMCO Enhanced Short Maturity Active 0.5%
Value ($000) $515 Shares 5,071 Est. Cost $101.37 Unrealized
VLO Valero Energy Corp New 0.5%
Value ($000) $511 Shares 4,492 Est. Cost $43.64 Unrealized +93.0%
GOOGL Alphabet Inc Class A 0.4%
Value ($000) $479 Shares 397 Est. Cost $41.48 Unrealized +44.9%
VTV Vanguard Value 0.4%
Value ($000) $440 Shares 3,977 Est. Cost $94.52 Unrealized
VUG Vanguard Growth 0.4%
Value ($000) $436 Shares 2,708 Est. Cost $116.92 Unrealized
JPM JPMorgan Chase & Co. 0.4%
Value ($000) $433 Shares 3,837 Est. Cost $72.18 Unrealized +28.3%
EFA iShares MSCI EAFE 0.4%
Value ($000) $424 Shares 6,243 Est. Cost $58.41 Unrealized
VTI Vanguard Total Stock Market 0.4%
Value ($000) $423 Shares 2,824 Est. Cost $115.40 Unrealized
RPG Invesco S&P 500 Pure Growth ETF 0.4%
Value ($000) $394 Shares 3,274 Est. Cost $114.86 Unrealized
DGS WisdomTree Emerging Mkts SmallCap Div 0.3%
Value ($000) $370 Shares 8,098 Est. Cost $39.52 Unrealized
GOOG Alphabet Inc Class C 0.3%
Value ($000) $356 Shares 298 Est. Cost $43.04 Unrealized +38.1%
RPV Invesco S&P 500 Pure Value ETF 0.3%
Value ($000) $356 Shares 5,189 Est. Cost $65.67 Unrealized
IHI iShares Dow Jones US Medical Devices 0.3%
Value ($000) $345 Shares 1,518 Est. Cost $133.75 Unrealized
PSX Phillips 66 Common Stock 0.3%
Value ($000) $328 Shares 2,906 Est. Cost $58.52 Unrealized +47.0%
VOE Vanguard Mid-Cap Value 0.3%
Value ($000) $318 Shares 2,812 Est. Cost $104.17 Unrealized
EWZ iShares MSCI Brazil 0.3%
Value ($000) $317 Shares 9,386 Est. Cost $33.37 Unrealized
XLI Industrial Select Sector SPDR 0.3%
Value ($000) $310 Shares 3,953 Est. Cost $62.76 Unrealized
EWA iShares MSCI Australia Index 0.3%
Value ($000) $300 Shares 13,558 Est. Cost $20.43 Unrealized
VBR Vanguard Small Cap Value 0.3%
Value ($000) $296 Shares 2,125 Est. Cost $125.11 Unrealized
VFH Vanguard Financials ETF 0.3%
Value ($000) $293 Shares 4,225 Est. Cost $59.30 Unrealized
PFE Pfizer Incorporated 0.3%
Value ($000) $277 Shares 6,296 Est. Cost $24.24 Unrealized +14.1%
QCOM Qualcomm, Inc. 0.3%
Value ($000) $271 Shares 3,766 Est. Cost $45.41 Unrealized +20.3%
IYT iShares Dow Jones Transportation Average 0.2%
Value ($000) $257 Shares 1,257 Est. Cost $163.09 Unrealized
PM Philip Morris International, Inc. 0.2%
Value ($000) $255 Shares 3,130 Est. Cost $56.59 Unrealized -2.0%
VSS Vanguard FTSE AW exUS Sm-Cp ETF 0.2%
Value ($000) $252 Shares 2,245 Est. Cost $94.01 Unrealized
VOT Vanguard Mid Cap Growth 0.2%
Value ($000) $250 Shares 1,753 Est. Cost $122.62 Unrealized
VBK Vanguard Small Cap Growth 0.2%
Value ($000) $242 Shares 1,289 Est. Cost $161.83 Unrealized
XLK Technology Select Sector SPDR 0.2%
Value ($000) $235 Shares 3,123 Est. Cost $69.58 Unrealized
GS Goldman Sachs Group Inc. 0.2%
Value ($000) $233 Shares 1,040 Est. Cost $200.04 Unrealized -1.8%
MDY SPDR S&P MidCap 400 ETF 0.2%
Value ($000) $220 Shares 600 Est. Cost $356.06 Unrealized
VNQ Vanguard REIT Index ETF 0.2%
Value ($000) $218 Shares 2,696 Est. Cost $81.52 Unrealized
ACWV iShares Edge MSCI Min Vol Global ETF 0.2%
Value ($000) $215 Shares 2,445 Est. Cost $87.93 Unrealized
IBM International Business Machines Corp. 0.2%
Value ($000) $211 Shares 1,396 Est. Cost $100.13 Unrealized +1.1%
DIS Walt Disney Co. 0.2%
Value ($000) $205 Shares 1,751 Est. Cost $97.17 Unrealized +9.7%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $202 Shares 2,377 Est. Cost $56.14 Unrealized +3.7%
ILF iShares Latin America 40 Index 0.2%
Value ($000) $199 Shares 6,337 Est. Cost $27.79 Unrealized
RGR Sturm Ruger & Co Inc 0.2%
Value ($000) $190 Shares 2,756 Est. Cost $58.31 Unrealized +3.8%
MMM 3M Co. 0.2%
Value ($000) $190 Shares 904 Est. Cost $130.14 Unrealized +1.6%
Celgene Corp 0.2%
Value ($000) $186 Shares 2,083 Est. Cost $79.44 Unrealized
LCII LCI Industries 0.2%
Value ($000) $179 Shares 2,162 Est. Cost $72.10 Unrealized +1.4%
VNLA Janus Short Duration 0.2%
Value ($000) $179 Shares 3,560 Est. Cost $50.24 Unrealized
IYF iShares DJ US Financial 0.2%
Value ($000) $174 Shares 1,431 Est. Cost $117.19 Unrealized
EPD Enterprise Prd Prtnrs LP 0.2%
Value ($000) $171 Shares 5,952 Est. Cost $27.72 Unrealized
SPY SPDR S&P 500 0.2%
Value ($000) $165 Shares 567 Est. Cost $271.83 Unrealized
VO Vanguard Mid Cap 0.2%
Value ($000) $164 Shares 1,000 Est. Cost $158.93 Unrealized
IWC iShares Russell Microcap 0.2%
Value ($000) $162 Shares 1,522 Est. Cost $105.35 Unrealized
RBB R B B Bancorp 0.1%
Value ($000) $152 Shares 6,201 Est. Cost $29.41 Unrealized +1.2%
United Technologies Corp. 0.1%
Value ($000) $142 Shares 1,016 Est. Cost $124.63 Unrealized
INTC Intel Corp 0.1%
Value ($000) $131 Shares 2,773 Est. Cost $45.05 Unrealized -7.8%
KEY Keycorp Inc New 0.1%
Value ($000) $129 Shares 6,502 Est. Cost $14.17 Unrealized +3.3%
ADBE Adobe Systems Inc. 0.1%
Value ($000) $126 Shares 468 Est. Cost $236.55 Unrealized +9.0%
XBI SPDR S&P Biotech 0.1%
Value ($000) $125 Shares 1,300 Est. Cost $95.00 Unrealized
JNJ Johnson & Johnson 0.1%
Value ($000) $123 Shares 891 Est. Cost $100.70 Unrealized +7.3%
CMCSA Comcast Corp Classl A 0.1%
Value ($000) $114 Shares 3,223 Est. Cost $26.88 Unrealized +9.2%
KO Coca Cola Company 0.1%
Value ($000) $114 Shares 2,470 Est. Cost $34.02 Unrealized +6.7%
HanesBrands Inc 0.1%
Value ($000) $113 Shares 6,120 Est. Cost $22.02 Unrealized
SBUX Starbucks Corp. 0.1%
Value ($000) $113 Shares 1,995 Est. Cost $47.54 Unrealized -5.2%
VB Vanguard Small Cap 0.1%
Value ($000) $112 Shares 686 Est. Cost $157.40 Unrealized
ACN Accenture Plc Cl A 0.1%
Value ($000) $111 Shares 651 Est. Cost $139.31 Unrealized +7.1%
SWK Stanley Black & Decker 0.1%
Value ($000) $111 Shares 755 Est. Cost $115.90 Unrealized -0.6%
PEP Pepsico Incorporated 0.1%
Value ($000) $107 Shares 956 Est. Cost $81.72 Unrealized +10.5%
NSC Norfolk Southern Corp. 0.1%
Value ($000) $102 Shares 562 Est. Cost $125.28 Unrealized +17.5%
MCD McDonald's Corp. 0.1%
Value ($000) $101 Shares 603 Est. Cost $135.53 Unrealized -0.5%
WAT Waters Corp 0.1%
Value ($000) $101 Shares 520 Est. Cost $196.97 Unrealized -1.7%
BSV Vanguard Bond Index Fund 0.1%
Value ($000) $99 Shares 1,264 Est. Cost $77.90 Unrealized
IJR iShares S&P SmallCap 600 0.1%
Value ($000) $98 Shares 1,125 Est. Cost $83.13 Unrealized
Royal Dutch Shell PLC Class B 0.1%
Value ($000) $98 Shares 1,381 Est. Cost $72.94 Unrealized
PG Procter & Gamble Co 0.1%
Value ($000) $98 Shares 1,179 Est. Cost $61.80 Unrealized +9.7%
Dowdupont Inc 0.1%
Value ($000) $98 Shares 1,517 Est. Cost $65.65 Unrealized
ORCL Oracle Corporation 0.1%
Value ($000) $97 Shares 1,889 Est. Cost $41.17 Unrealized +5.9%
EMB iShares JPMorgan USD Emerg Markets Bond 0.1%
Value ($000) $97 Shares 899 Est. Cost $107.15 Unrealized
VOO Vanguard S&P 500 Etf 0.1%
Value ($000) $97 Shares 363 Est. Cost $256.62 Unrealized
MSFT Microsoft Corp 0.1%
Value ($000) $96 Shares 837 Est. Cost $89.76 Unrealized +12.3%
Michaels Stores 0.1%
Value ($000) $96 Shares 5,900 Est. Cost $19.15 Unrealized
XLY Consumer Discret Select Sector SPDR 0.1%
Value ($000) $94 Shares 806 Est. Cost $109.45 Unrealized
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $89 Shares 934 Est. Cost $83.78 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $85 Shares 1,831 Est. Cost $41.43 Unrealized -6.0%
CSCO Cisco Systems Inc. 0.1%
Value ($000) $84 Shares 1,720 Est. Cost $34.74 Unrealized +3.7%
IEMG iShares Core MSCI Emerging Market 0.1%
Value ($000) $81 Shares 1,565 Est. Cost $52.40 Unrealized
General Electric Company 0.1%
Value ($000) $80 Shares 7,119 Est. Cost $13.44 Unrealized
ITUB Itau Unibanco Holding S.A. 0.1%
Value ($000) $78 Shares 7,070 Est. Cost $10.39 Unrealized
NEE Nextera Energy Inc 0.1%
Value ($000) $76 Shares 452 Est. Cost $33.41 Unrealized +6.2%
VNQI Vanguard Global ex-US Real Estate ETF 0.1%
Value ($000) $74 Shares 1,320 Est. Cost $58.24 Unrealized
BA Boeing Co 0.1%
Value ($000) $70 Shares 189 Est. Cost $330.36 Unrealized +2.6%
DE Deere & Co 0.1%
Value ($000) $65 Shares 432 Est. Cost $131.34 Unrealized -2.1%
IYM iShares Dow Jones U.S. Basic Ma 0.1%
Value ($000) $61 Shares 625 Est. Cost $99.68 Unrealized
IVV iShares S&P 500 0.1%
Value ($000) $60 Shares 205 Est. Cost $274.51 Unrealized
UPS United Parcel Service, Inc. 0.1%
Value ($000) $59 Shares 508 Est. Cost $83.75 Unrealized +5.6%
FVC First Trust Dorsey Wright Dynamic Focus 5 ETF 0.1%
Value ($000) $59 Shares 2,046 Est. Cost $27.40 Unrealized
HOG Harley Davidson Inc 0.1%
Value ($000) $59 Shares 1,308 Est. Cost $42.15 Unrealized +3.0%
BAC Bank Of America Corp 0.1%
Value ($000) $58 Shares 1,969 Est. Cost $24.85 Unrealized +2.5%
DKS Dicks Sporting Goods Inc 0.1%
Value ($000) $58 Shares 1,648 Est. Cost $26.88 Unrealized +6.2%
L Brands Inc. 0.1%
Value ($000) $54 Shares 1,796 Est. Cost $36.64 Unrealized
ROP Roper Technologies Inc. 0.0%
Value ($000) $52 Shares 176 Est. Cost $263.73 Unrealized +7.1%
VAW Vanguard Materials 0.0%
Value ($000) $51 Shares 386 Est. Cost $130.90 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $51 Shares 452 Est. Cost $42.70 Unrealized +6.7%
SPDR S&P Oil & Gas Exploration & Prod 0.0%
Value ($000) $50 Shares 1,162 Est. Cost $43.10 Unrealized
RHI Robert Half International Inc. 0.0%
Value ($000) $50 Shares 716 Est. Cost $63.41 Unrealized +15.5%
FCX Freeport Mcmoran Copper 0.0%
Value ($000) $50 Shares 3,602 Est. Cost $15.42 Unrealized -10.7%
CVX Chevron Corp. 0.0%
Value ($000) $49 Shares 401 Est. Cost $89.13 Unrealized -1.4%
AGG iShares Barclays Aggregate Bond 0.0%
Value ($000) $49 Shares 464 Est. Cost $106.52 Unrealized
WMT Wal-Mart Stores Inc. 0.0%
Value ($000) $48 Shares 509 Est. Cost $25.25 Unrealized +8.3%
ALL Allstate Corporation 0.0%
Value ($000) $47 Shares 476 Est. Cost $79.61 Unrealized +3.1%
USB U S Bancorp 0.0%
Value ($000) $47 Shares 886 Est. Cost $37.25 Unrealized +5.0%
EWBC East West Bancorp 0.0%
Value ($000) $46 Shares 762 Est. Cost $55.91 Unrealized -4.8%
NVO Novo Nordisk A/S 0.0%
Value ($000) $44 Shares 940 Est. Cost $45.74 Unrealized
RWO SPDR DJ Wilshire Global Real Estate 0.0%
Value ($000) $44 Shares 918 Est. Cost $47.93 Unrealized
TJX TJX Companies Inc 0.0%
Value ($000) $44 Shares 397 Est. Cost $46.49 Unrealized 0.0%
EEMS iShares MSCI Emerging Markets Small Cap 0.0%
Value ($000) $43 Shares 933 Est. Cost $48.23 Unrealized
IJS iShares S&P SmallCap 600 Value 0.0%
Value ($000) $42 Shares 253 Est. Cost $162.70 Unrealized
SYY Sysco Corporation 0.0%
Value ($000) $42 Shares 579 Est. Cost $52.26 Unrealized +13.4%
ABT Abbott Laboratories 0.0%
Value ($000) $42 Shares 573 Est. Cost $53.15 Unrealized +8.8%
BKR Baker Hughes A G E C 0.0%
Value ($000) $41 Shares 1,226 Est. Cost $27.33 Unrealized -2.0%
AMZN Amazon.com Inc. 0.0%
Value ($000) $40 Shares 20 Est. Cost $79.37 Unrealized +18.5%
RY Royal Bank Of Canada 0.0%
Value ($000) $40 Shares 498 Est. Cost $76.56 Unrealized +2.4%
Twitter, Inc. 0.0%
Value ($000) $40 Shares 1,414 Est. Cost $43.85 Unrealized
IJT iShares S&P Smcap Growth 0.0%
Value ($000) $40 Shares 196 Est. Cost $189.74 Unrealized
CLX Clorox Company 0.0%
Value ($000) $39 Shares 260 Est. Cost $98.89 Unrealized +15.9%
TOTL SPDR DoubleLine Totl Return 0.0%
Value ($000) $39 Shares 829 Est. Cost $47.30 Unrealized
TSLA Tesla Motors Inc. 0.0%
Value ($000) $36 Shares 137 Est. Cost $20.32 Unrealized +2.5%
WDFC WD-40 Co. 0.0%
Value ($000) $35 Shares 204 Est. Cost $122.47 Unrealized +21.9%
ALLETE Inc 0.0%
Value ($000) $33 Shares 435 Est. Cost $78.16 Unrealized
Ingersoll-Rand Co. Ltd. 0.0%
Value ($000) $33 Shares 320 Est. Cost $90.63 Unrealized
CL Colgate-Palmolive Co 0.0%
Value ($000) $33 Shares 487 Est. Cost $54.60 Unrealized +2.5%
F Ford Motor Company 0.0%
Value ($000) $33 Shares 3,577 Est. Cost $7.74 Unrealized -11.5%
EW Edwards Lifesciences Corp. 0.0%
Value ($000) $32 Shares 184 Est. Cost $46.67 Unrealized +4.8%
AVA Avista Corporation 0.0%
Value ($000) $32 Shares 629 Est. Cost $37.64 Unrealized -1.5%
IWD iShares Russell 1000 Value 0.0%
Value ($000) $32 Shares 252 Est. Cost $120.00 Unrealized
LLY Lilly Eli & Company 0.0%
Value ($000) $31 Shares 293 Est. Cost $73.70 Unrealized +22.5%
MRK Merck & Co. Inc. 0.0%
Value ($000) $30 Shares 423 Est. Cost $44.52 Unrealized +13.8%
CAH Cardinal Health Inc 0.0%
Value ($000) $29 Shares 536 Est. Cost $43.59 Unrealized -5.7%
Raytheon Co. 0.0%
Value ($000) $29 Shares 142 Est. Cost $190.14 Unrealized
AMG Affiliated Managers Grp 0.0%
Value ($000) $28 Shares 202 Est. Cost $160.74 Unrealized -10.2%
AVB Avalonbay Communities Inc. 0.0%
Value ($000) $28 Shares 155 Est. Cost $126.88 Unrealized +9.0%
DTE DTE Energy Company 0.0%
Value ($000) $28 Shares 258 Est. Cost $67.01 Unrealized +8.6%
VDC Vanguard Consumer Staples 0.0%
Value ($000) $28 Shares 203 Est. Cost $135.04 Unrealized
ITW Illinois Tool Works Inc. 0.0%
Value ($000) $27 Shares 189 Est. Cost $122.64 Unrealized -4.3%
SPDR S&P Oil & Gas Equipment & Services 0.0%
Value ($000) $26 Shares 1,571 Est. Cost $17.21 Unrealized
IVOG Vanguard S&P Mid Cap 400 Growth 0.0%
Value ($000) $25 Shares 171 Est. Cost $140.35 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $25 Shares 104 Est. Cost $216.45 Unrealized -2.0%
PBR Petroleo Brasileiro ADR 0.0%
Value ($000) $25 Shares 2,092 Est. Cost $10.04 Unrealized
ACWX iShares MSCI ACWI Ex US 0.0%
Value ($000) $25 Shares 520 Est. Cost $48.08 Unrealized
IWS iShares Russell Midcap Value In 0.0%
Value ($000) $25 Shares 282 Est. Cost $89.29 Unrealized
TSN Tyson Foods Inc Cl A 0.0%
Value ($000) $24 Shares 401 Est. Cost $56.26 Unrealized -9.6%
PCG P G & E Corp 0.0%
Value ($000) $24 Shares 528 Est. Cost $42.86 Unrealized +2.7%
CM Canadian Imperial Bank of Commerce 0.0%
Value ($000) $24 Shares 256 Est. Cost $30.56 Unrealized +5.5%
BTI Br Amer Tobacco Plc Adrf 0.0%
Value ($000) $24 Shares 507 Est. Cost $51.09 Unrealized
BUD Anheuser Busch Inbev S 0.0%
Value ($000) $23 Shares 260 Est. Cost $97.34 Unrealized
Seattle Genetics Inc 0.0%
Value ($000) $23 Shares 300 Est. Cost $66.67 Unrealized
VZ Verizon Communications Inc. 0.0%
Value ($000) $22 Shares 418 Est. Cost $32.40 Unrealized +10.0%
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $22 Shares 289 Est. Cost $72.66 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $22 Shares 350 Est. Cost $40.63 Unrealized +10.7%
BF/A Brown Forman, Inc. A 0.0%
Value ($000) $22 Shares 427 Est. Cost $46.55 Unrealized -0.9%
BBD Banco Bradesco S.A. New ADR 0.0%
Value ($000) $21 Shares 3,000 Est. Cost $6.95 Unrealized
XME SPDR S&P Metals & Mining 0.0%
Value ($000) $21 Shares 625 Est. Cost $35.26 Unrealized
SPDR Barclays Capital High Yield Bond ETF 0.0%
Value ($000) $20 Shares 564 Est. Cost $35.90 Unrealized
Lifepoint Hospitals Inc. 0.0%
Value ($000) $20 Shares 303 Est. Cost $49.50 Unrealized
UNM Unumprovident Corp 0.0%
Value ($000) $20 Shares 516 Est. Cost $41.72 Unrealized -10.6%
IWP iShares Russell Midcap Growth I 0.0%
Value ($000) $20 Shares 145 Est. Cost $125.00 Unrealized
SLV iShares Silver TRUST 0.0%
Value ($000) $19 Shares 1,362 Est. Cost $15.42 Unrealized
BEN Franklin Resources Inc. 0.0%
Value ($000) $19 Shares 617 Est. Cost $23.54 Unrealized -3.1%
BCS Barclays Bank Plc Adr 0.0%
Value ($000) $19 Shares 2,087 Est. Cost $10.18 Unrealized
Nielsen Holdings Plc 0.0%
Value ($000) $18 Shares 641 Est. Cost $31.20 Unrealized
TAP Molson Coors Brewing 0.0%
Value ($000) $18 Shares 286 Est. Cost $54.34 Unrealized -0.1%
GlaxoSmithKline plc 0.0%
Value ($000) $17 Shares 428 Est. Cost $39.72 Unrealized
Portola Pharmaceutl 0.0%
Value ($000) $17 Shares 650 Est. Cost $38.46 Unrealized
New York Cmnty Bancorp 0.0%
Value ($000) $17 Shares 1,618 Est. Cost $11.16 Unrealized
KHC The Kraft Heinz Co 0.0%
Value ($000) $17 Shares 309 Est. Cost $41.08 Unrealized +1.8%
INDY iShares India 50 ETF 0.0%
Value ($000) $17 Shares 501 Est. Cost $35.93 Unrealized
ACWI iShares MSCI ACWI ETF IV 0.0%
Value ($000) $16 Shares 220 Est. Cost $72.73 Unrealized
BAX Baxter International Inc. 0.0%
Value ($000) $16 Shares 203 Est. Cost $61.53 Unrealized +5.5%
D Dominion Res Inc Va New 0.0%
Value ($000) $16 Shares 225 Est. Cost $46.42 Unrealized +9.8%
DUK Duke Energy Corporation 0.0%
Value ($000) $16 Shares 205 Est. Cost $56.48 Unrealized +6.3%
BGC Partners Inc Class A 0.0%
Value ($000) $15 Shares 1,285 Est. Cost $11.06 Unrealized
DVA DaVita Healthcare Partners Inc 0.0%
Value ($000) $14 Shares 200 Est. Cost $66.81 Unrealized +5.8%
HAIN Hain Celestial Group, Inc. 0.0%
Value ($000) $14 Shares 534 Est. Cost $28.67 Unrealized -0.5%
ALK Alaska Air Group Inc 0.0%
Value ($000) $14 Shares 207 Est. Cost $59.49 Unrealized +5.2%
DEM WisdomTree Emerging Markets Equity Inc 0.0%
Value ($000) $13 Shares 289 Est. Cost $41.52 Unrealized
PSTG Pure Storage Inc 0.0%
Value ($000) $13 Shares 500 Est. Cost $21.99 Unrealized +13.0%
NWL Newell Rubbermaid Inc 0.0%
Value ($000) $13 Shares 636 Est. Cost $18.20 Unrealized -8.9%
BF/B Brown-Forman Corporation 0.0%
Value ($000) $12 Shares 239 Est. Cost $48.18 Unrealized -4.8%
IWN iShares Russell 2000 Value 0.0%
Value ($000) $12 Shares 91 Est. Cost $133.32 Unrealized
VGT Vanguard Information Technology 0.0%
Value ($000) $11 Shares 54 Est. Cost $185.19 Unrealized
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $11 Shares 324 Est. Cost $31.28 Unrealized
WAL Western Alliance Bancorp 0.0%
Value ($000) $11 Shares 188 Est. Cost $52.03 Unrealized -3.9%
PRU Prudential Financial Inc 0.0%
Value ($000) $10 Shares 102 Est. Cost $69.70 Unrealized -1.5%
Royal Dutch Shell PLC Class A 0.0%
Value ($000) $10 Shares 151 Est. Cost $66.23 Unrealized
ADNT Adient Plc 0.0%
Value ($000) $10 Shares 260 Est. Cost $56.37 Unrealized -20.2%
SYK Stryker Corp. 0.0%
Value ($000) $10 Shares 56 Est. Cost $154.79 Unrealized +1.8%
XLU Utilities Select Sector SPDR 0.0%
Value ($000) $10 Shares 199 Est. Cost $50.51 Unrealized
BlackRock Inc 0.0%
Value ($000) $10 Shares 21 Est. Cost $476.19 Unrealized
NXPI NXP Semiconductors 0.0%
Value ($000) $9 Shares 100 Est. Cost $85.25 Unrealized 0.0%
Chesapeake Energy Corp 0.0%
Value ($000) $9 Shares 1,907 Est. Cost $4.96 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $9 Shares 557 Est. Cost $13.02 Unrealized -2.7%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $9 Shares 127 Est. Cost $60.76 Unrealized
BABA Alibaba Group Hldg ADR 0.0%
Value ($000) $8 Shares 46 Est. Cost $185.78 Unrealized
GORO Gold Resource Corp 0.0%
Value ($000) $8 Shares 1,512 Est. Cost $5.62 Unrealized +2.9%
NFLX Netflix Inc 0.0%
Value ($000) $7 Shares 20 Est. Cost $34.09 Unrealized +6.5%
SLB Schlumberger Limited 0.0%
Value ($000) $7 Shares 120 Est. Cost $55.08 Unrealized -5.5%
IWO iShares Russell 2000 Growth 0.0%
Value ($000) $7 Shares 34 Est. Cost $205.88 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $6 Shares 142 Est. Cost $33.35 Unrealized +6.7%
FITB Fifth Third Bancorp 0.0%
Value ($000) $6 Shares 224 Est. Cost $23.64 Unrealized -6.9%
Express Scripts Hldg Co 0.0%
Value ($000) $6 Shares 68 Est. Cost $75.80 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $6 Shares 53 Est. Cost $87.12 Unrealized +8.4%
Discovery Communications, Inc. (C) 0.0%
Value ($000) $6 Shares 208 Est. Cost $24.04 Unrealized
RCL Royal Caribbean Cruises 0.0%
Value ($000) $6 Shares 50 Est. Cost $110.01 Unrealized 0.0%
RWX SPDR Dow Jones International Real Estate ETF 0.0%
Value ($000) $5 Shares 140 Est. Cost $35.71 Unrealized
Shire Plc 0.0%
Value ($000) $5 Shares 29 Est. Cost $172.41 Unrealized
LKQ LKQ Corp. 0.0%
Value ($000) $5 Shares 157 Est. Cost $29.94 Unrealized -0.3%
URA Global X Uranium ETF 0.0%
Value ($000) $5 Shares 380 Est. Cost $13.16 Unrealized
BB&T Corporation 0.0%
Value ($000) $4 Shares 77 Est. Cost $52.62 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $4 Shares 25 Est. Cost $132.91 Unrealized +3.1%
NRG Nrg Energy Inc New 0.0%
Value ($000) $4 Shares 101 Est. Cost $26.82 Unrealized +3.9%
DXC D X C Technology Co 0.0%
Value ($000) $4 Shares 46 Est. Cost $82.10 Unrealized +3.2%
Energous Corp 0.0%
Value ($000) $4 Shares 350 Est. Cost $14.29 Unrealized
EPI Wisdomtree India Earning 0.0%
Value ($000) $4 Shares 175 Est. Cost $22.86 Unrealized
PGR Progressive Corp. 0.0%
Value ($000) $4 Shares 60 Est. Cost $48.29 Unrealized +5.1%
ROBO Robo Gbl Rbotcs & Automation 0.0%
Value ($000) $4 Shares 86 Est. Cost $34.88 Unrealized
Put Spdr S&P 500 0.0%
Value ($000) $4 Shares 6 Est. Cost $666.67 Unrealized
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $4 Shares 441 Est. Cost $9.07 Unrealized
ROKU Roku Inc Cl A 0.0%
Value ($000) $4 Shares 60 Est. Cost $57.27 Unrealized 0.0%
Resonant Inc 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
IRM Iron Mountain Inc New 0.0%
Value ($000) $2 Shares 70 Est. Cost $22.20 Unrealized +7.2%
THO Thor Industries Inc 0.0%
Value ($000) $2 Shares 27 Est. Cost $86.64 Unrealized -5.9%
Aptiv Plc 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
Blkrck Floatng Rate Incm 0.0%
Value ($000) $2 Shares 139 Est. Cost $14.60 Unrealized
Central Fund Of Canada 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
C Citigroup Inc 0.0%
Value ($000) $2 Shares 27 Est. Cost $53.09 Unrealized +3.2%
Micro Focus International plc 0.0%
Value ($000) $1 Shares 74 Est. Cost $13.51 Unrealized
SATS EchoStar Corp 0.0%
Value ($000) $1 Shares 30 Est. Cost $40.82 Unrealized -6.7%
Gladstone Capital Corp 0.0%
Value ($000) $1 Shares 151 Est. Cost $6.75 Unrealized
Noble Corp PLC 0.0%
Value ($000) $1 Shares 158 Est. Cost $6.33 Unrealized
EL Lauder Estee Co Inc Cl A 0.0%
Value ($000) $1 Shares 10 Est. Cost $126.44 Unrealized 0.0%
Drexin Dly S&P Ol Gs Exp 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $1 Shares 26 Est. Cost $19.52 Unrealized 0.0%
Perspecta Inc 0.0%
Value ($000) $1 Shares 23 Est. Cost Unrealized
Diamond Offshore Drilling Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
JCI Johnson Controls International plc 0.0%
Value ($000) $1 Shares 33 Est. Cost $29.26 Unrealized +6.9%
SNAP Snap Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.90 Unrealized -9.9%
VOD Vodafone ADR 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
TEVA Teva Pharm Inds Ltd Adrf 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
MAT Mattel Incorporated 0.0%
Value ($000) $0 Shares 10 Est. Cost $15.18 Unrealized +5.5%