CALTON & ASSOCIATES, INC. Diversified Active

CIK: 0000822648 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 25, 2019

Total Value ($000): $328,312 (100.0% shares, 0.0% debt)

Holdings (262)

IWF ISHARES RUSSELL 1000 GROWTH ETF 8.0%
Value ($000) $26,417 Shares 174,531 Est. Cost $146.16 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 7.7%
Value ($000) $25,395 Shares 205,642 Est. Cost $128.17 Unrealized
EFA ISHARES MSCI EAFE ETF 7.0%
Value ($000) $23,039 Shares 355,218 Est. Cost $72.28 Unrealized
IJH ISHARES CORE SP MIDCAP ETF 4.9%
Value ($000) $16,232 Shares 85,701 Est. Cost $198.61 Unrealized
IWM ISHARES RUSSELL 2000 ETF 4.0%
Value ($000) $13,153 Shares 85,915 Est. Cost $161.29 Unrealized
SHV ISHARES TR BARCLAYS SHORT TREAS BD FD 3.1%
Value ($000) $10,059 Shares 90,971 Est. Cost $110.49 Unrealized
SPY SPDR SP 500 ETF TRUST UNIT SER 1 SP 2.9%
Value ($000) $9,660 Shares 34,196 Est. Cost $282.90 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2.7%
Value ($000) $8,881 Shares 81,428 Est. Cost $108.16 Unrealized
SRLN SPDR BLACKSTONEGSO SENIOR LOAN 1.6%
Value ($000) $5,132 Shares 111,452 Est. Cost $47.31 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $5,122 Shares 26,965 Est. Cost $39.52 Unrealized +2.3%
QQQ INVESCO QQQ TRUST SERIES 1.5%
Value ($000) $4,890 Shares 27,218 Est. Cost $177.23 Unrealized
MDY SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP 1.4%
Value ($000) $4,678 Shares 13,543 Est. Cost $328.18 Unrealized
IEI ISHARES TR BARCLAYS 37 YR TREAS BD FD 1.2%
Value ($000) $3,856 Shares 31,301 Est. Cost $123.19 Unrealized
VFH VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS 1.2%
Value ($000) $3,802 Shares 58,910 Est. Cost $72.17 Unrealized
NHC NATIONAL HEALTHCARE CORP 1.1%
Value ($000) $3,555 Shares 46,843 Est. Cost $63.81 Unrealized +24.3%
IVV ISHARES CORE SP 500 ETF 0.9%
Value ($000) $3,072 Shares 10,796 Est. Cost $285.48 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $2,814 Shares 23,856 Est. Cost $77.02 Unrealized +32.8%
RSP INVESCO SP 500 EQUAL WEIGHT ETF 0.8%
Value ($000) $2,755 Shares 26,380 Est. Cost $105.25 Unrealized
PFF ISHARES TR U.S. PFD STK ETF 0.8%
Value ($000) $2,665 Shares 72,911 Est. Cost $37.90 Unrealized
VDE VANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS 0.8%
Value ($000) $2,612 Shares 29,229 Est. Cost $102.53 Unrealized
ALLERGAN PLC. COM USD0.0001 0.7%
Value ($000) $2,421 Shares 16,535 Est. Cost $188.03 Unrealized
T ATT INC COM USD1 0.7%
Value ($000) $2,366 Shares 75,434 Est. Cost $15.29 Unrealized -7.4%
VWO VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $2,274 Shares 53,498 Est. Cost $47.95 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.7%
Value ($000) $2,262 Shares 38,463 Est. Cost $57.33 Unrealized
AMZN AMAZON.COM INC 0.7%
Value ($000) $2,198 Shares 1,234 Est. Cost $57.97 Unrealized +43.6%
BA BOEING CO 0.6%
Value ($000) $2,066 Shares 5,417 Est. Cost $286.94 Unrealized +30.8%
VHT VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS 0.6%
Value ($000) $1,998 Shares 11,583 Est. Cost $163.83 Unrealized
BSV VANGUARD BD INDEX FD INC SHORT TERM BD ETF 0.6%
Value ($000) $1,995 Shares 25,060 Est. Cost $78.80 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,990 Shares 24,625 Est. Cost $56.49 Unrealized -1.9%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $1,932 Shares 32,674 Est. Cost $32.43 Unrealized +20.1%
FLRN SPDR SER TR BLOMBERG BRC INV 0.6%
Value ($000) $1,928 Shares 62,800 Est. Cost $30.65 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.6%
Value ($000) $1,852 Shares 43,157 Est. Cost $49.81 Unrealized
SPLV INVESCO SP 500 LOW VOLATILITY ETF 0.5%
Value ($000) $1,796 Shares 34,114 Est. Cost $51.21 Unrealized
IXUS ISHARES CORE INTL STOCK ETF 0.5%
Value ($000) $1,672 Shares 28,788 Est. Cost $58.08 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $1,644 Shares 8,182 Est. Cost $195.07 Unrealized +3.5%
JPM JPMORGAN CHASE CO 0.5%
Value ($000) $1,630 Shares 16,104 Est. Cost $81.54 Unrealized +4.7%
BNDX VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF 0.5%
Value ($000) $1,613 Shares 28,928 Est. Cost $54.49 Unrealized
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $1,605 Shares 13,027 Est. Cost $85.34 Unrealized +2.5%
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.5%
Value ($000) $1,588 Shares 70,841 Est. Cost $23.30 Unrealized
XME SPDR SER TR SP METALS MNG ETF 0.5%
Value ($000) $1,520 Shares 51,211 Est. Cost $36.41 Unrealized
TIP ISHARES TIPS BOND ETF 0.5%
Value ($000) $1,511 Shares 13,360 Est. Cost $113.12 Unrealized
IWR ISHARES TR RUS MIDCAP ETF 0.5%
Value ($000) $1,503 Shares 27,855 Est. Cost $89.45 Unrealized
INDA ISHARES TRUST MSCI INDIA INDEX FD 0.5%
Value ($000) $1,496 Shares 42,433 Est. Cost $36.99 Unrealized
JNJ JOHNSON JOHNSON 0.5%
Value ($000) $1,486 Shares 10,627 Est. Cost $110.98 Unrealized -0.6%
V VISA INC COM CL A 0.4%
Value ($000) $1,425 Shares 9,123 Est. Cost $114.81 Unrealized +19.7%
FEZ SPDR INDEX SHS FDS EURO STOXX 50 ETF 0.4%
Value ($000) $1,402 Shares 38,326 Est. Cost $41.79 Unrealized
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC 0.4%
Value ($000) $1,384 Shares 28,617 Est. Cost $48.10 Unrealized
CFO VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF 0.4%
Value ($000) $1,286 Shares 27,510 Est. Cost $46.75 Unrealized
CSCO CISCO SYS INC COM 0.4%
Value ($000) $1,284 Shares 23,784 Est. Cost $30.30 Unrealized +30.4%
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 0.4%
Value ($000) $1,263 Shares 11,299 Est. Cost $116.63 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,257 Shares 23,408 Est. Cost $39.24 Unrealized +11.7%
EWZ ISHARES MSCI BRAZIL ETF 0.4%
Value ($000) $1,199 Shares 29,241 Est. Cost $41.53 Unrealized
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET ETF 0.4%
Value ($000) $1,188 Shares 14,636 Est. Cost $80.37 Unrealized
MRK MERCK CO INC NEW COM 0.4%
Value ($000) $1,167 Shares 14,031 Est. Cost $45.01 Unrealized +34.0%
EWC ISHARES MSCI CANADA ETF 0.3%
Value ($000) $1,141 Shares 41,284 Est. Cost $30.03 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.3%
Value ($000) $1,136 Shares 15,775 Est. Cost $71.17 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $1,093 Shares 10,502 Est. Cost $71.05 Unrealized +15.5%
FLOT ISHARES TRUST FLOATING RATE BD ETF 0.3%
Value ($000) $1,060 Shares 20,823 Est. Cost $50.79 Unrealized
IBM INTL BUSINESS MACH 0.3%
Value ($000) $1,037 Shares 7,350 Est. Cost $97.78 Unrealized -3.2%
XLV SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06242002 0.3%
Value ($000) $1,029 Shares 11,211 Est. Cost $88.50 Unrealized
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $1,024 Shares 4,348 Est. Cost $171.96 Unrealized +20.5%
KRE SPDR SER TR SP REGL BKG ETF 0.3%
Value ($000) $1,019 Shares 19,855 Est. Cost $62.54 Unrealized
GXC SPDR INDEX SHS FDS SP CHINA ETF 0.3%
Value ($000) $969 Shares 9,665 Est. Cost $89.16 Unrealized
XLF SECTOR SPDR TR SHS BEN INT FINANCIAL 0.3%
Value ($000) $964 Shares 37,481 Est. Cost $29.29 Unrealized
VDC VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER STAPLES VIPERS 0.3%
Value ($000) $960 Shares 6,610 Est. Cost $138.27 Unrealized
CWB SPDR SERIES TRUST BLMBRG BRC CNVRT 0.3%
Value ($000) $956 Shares 18,299 Est. Cost $52.42 Unrealized
ADBE ADOBE SYS INC 0.3%
Value ($000) $928 Shares 3,484 Est. Cost $197.16 Unrealized +27.9%
META FACEBOOK INC COM USD0.000006 CL A 0.3%
Value ($000) $911 Shares 5,463 Est. Cost $174.27 Unrealized -9.4%
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.3%
Value ($000) $888 Shares 21,729 Est. Cost $43.65 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $869 Shares 15,137 Est. Cost $35.99 Unrealized -17.4%
GENERAL ELECTRIC CO 0.3%
Value ($000) $853 Shares 85,403 Est. Cost $15.08 Unrealized
NFLX NETFLIX COM INC COM 0.3%
Value ($000) $843 Shares 2,364 Est. Cost $23.05 Unrealized +50.4%
DIS DISNEY WALT CO 0.3%
Value ($000) $837 Shares 7,540 Est. Cost $99.09 Unrealized +8.9%
CDC VICTORY PORTFOLIOS II CEMP US EQ INCOM 0.3%
Value ($000) $836 Shares 18,780 Est. Cost $44.52 Unrealized
HD HOME DEPOT INC COM 0.3%
Value ($000) $822 Shares 4,281 Est. Cost $144.12 Unrealized +7.3%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $809 Shares 4,434 Est. Cost $189.24 Unrealized
PNQI INVESCO NASDAQ INTERNET ETF 0.2%
Value ($000) $788 Shares 5,847 Est. Cost $136.15 Unrealized
KNCT INVESCO DYNAMIC NETWORKINGETF 0.2%
Value ($000) $779 Shares 13,220 Est. Cost $56.72 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $753 Shares 17,729 Est. Cost $26.48 Unrealized +10.4%
PPA INVESCO AERO DEFENSE 0.2%
Value ($000) $748 Shares 12,911 Est. Cost $58.28 Unrealized
LLY LILLY ELI CO COM NPV 0.2%
Value ($000) $748 Shares 5,763 Est. Cost $86.16 Unrealized +28.8%
MGC VANGUARD WORLD FD MEGA CAP 300 INDEX ETF 0.2%
Value ($000) $748 Shares 7,655 Est. Cost $97.23 Unrealized
EUFN ISHARES TRUST MSCI EUROPE FINANCIALS ISIN US4642891802 SEDOL B633900 0.2%
Value ($000) $744 Shares 40,965 Est. Cost $21.79 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $733 Shares 623 Est. Cost $53.28 Unrealized +5.2%
ABBV ABBVIE INC COM USD0.01 0.2%
Value ($000) $727 Shares 9,017 Est. Cost $68.86 Unrealized -11.4%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $721 Shares 26,122 Est. Cost $23.13 Unrealized +3.3%
PUI INVESCO DYNAMIC UTILITIES ETF 0.2%
Value ($000) $714 Shares 22,086 Est. Cost $30.46 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.2%
Value ($000) $714 Shares 14,191 Est. Cost $50.23 Unrealized
INTU INTUIT INCORPORATED COM 0.2%
Value ($000) $703 Shares 2,687 Est. Cost $206.62 Unrealized +7.0%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $701 Shares 6,751 Est. Cost $79.21 Unrealized +19.2%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.2%
Value ($000) $700 Shares 11,778 Est. Cost $41.11 Unrealized +7.7%
VOO VANGUARD INDEX FDS SP 500 ETF NEW 0.2%
Value ($000) $696 Shares 2,682 Est. Cost $248.54 Unrealized
PBE INVESCO DYNAMIC BIOTECHNOLOGY GENOME ETF 0.2%
Value ($000) $695 Shares 12,589 Est. Cost $50.77 Unrealized
RAVI FLEXSHARES TRUST READY ACCESS VAR 0.2%
Value ($000) $688 Shares 9,113 Est. Cost $75.46 Unrealized
PTH INVESCO DWA HEALTHCARE MOMENTUM ETF 0.2%
Value ($000) $678 Shares 8,515 Est. Cost $85.35 Unrealized
CTBI COMMUNITY TRUST BANCORPORATION 0.2%
Value ($000) $677 Shares 16,500 Est. Cost $35.09 Unrealized -10.4%
MMM 3M COMPANY 0.2%
Value ($000) $675 Shares 3,246 Est. Cost $139.30 Unrealized -5.9%
BP BP PLC SPONSORED ADR 0.2%
Value ($000) $669 Shares 15,307 Est. Cost $43.36 Unrealized
F FORD MTR CO DEL COM 0.2%
Value ($000) $653 Shares 74,361 Est. Cost $7.71 Unrealized -21.1%
KO COCA COLA CO 0.2%
Value ($000) $639 Shares 13,641 Est. Cost $36.36 Unrealized +3.9%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $631 Shares 538 Est. Cost $50.99 Unrealized +9.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.2%
Value ($000) $630 Shares 5,666 Est. Cost $109.57 Unrealized
JPST JPMORGAN ULTRASHORT INCOME 0.2%
Value ($000) $627 Shares 12,470 Est. Cost $50.28 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.2%
Value ($000) $619 Shares 2,388 Est. Cost $260.10 Unrealized
GLAXOSMITHKLINE ADR EACH CNV INTO 2 ORD GBP0.25 0.2%
Value ($000) $618 Shares 14,796 Est. Cost $39.13 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $612 Shares 2,039 Est. Cost $252.64 Unrealized -3.6%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $604 Shares 7,552 Est. Cost $54.41 Unrealized +21.5%
MCD MCDONALDS CORP 0.2%
Value ($000) $599 Shares 3,152 Est. Cost $142.66 Unrealized +8.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $589 Shares 8,823 Est. Cost $45.46 Unrealized +16.5%
ROL ROLLINS INC COM 0.2%
Value ($000) $588 Shares 14,116 Est. Cost $23.91 Unrealized 0.0%
EDOG ALPS EMERGING SECTOR DIVIDEND DOGS 0.2%
Value ($000) $578 Shares 26,932 Est. Cost $21.49 Unrealized
FCG First Trust Natural Gas ETF 0.2%
Value ($000) $575 Shares 33,265 Est. Cost $20.92 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.2%
Value ($000) $563 Shares 9,447 Est. Cost $59.54 Unrealized
SCHO SCHWAB SHORT TERM US TREA 0.2%
Value ($000) $562 Shares 11,204 Est. Cost $49.86 Unrealized
FCBC FIRST COMMUNITY BANCSHARES INC NEV 0.2%
Value ($000) $560 Shares 16,900 Est. Cost $20.54 Unrealized +19.9%
DOWDUPONT INC 0.2%
Value ($000) $560 Shares 10,502 Est. Cost $71.73 Unrealized
XLU SECTOR SPDR TR SHS BEN INT UTILITIES 0.2%
Value ($000) $554 Shares 9,526 Est. Cost $51.90 Unrealized
IVW ISHARES SP 500 GROWTH ETF 0.2%
Value ($000) $553 Shares 3,209 Est. Cost $172.56 Unrealized
XMLV INVESCO SP MIDCAP LOW VOLATILITY ETF 0.2%
Value ($000) $542 Shares 10,914 Est. Cost $49.66 Unrealized
LUV SOUTHWEST AIRLNS CO 0.2%
Value ($000) $538 Shares 10,370 Est. Cost $52.38 Unrealized -7.8%
NKE NIKE INC CLASS B 0.2%
Value ($000) $536 Shares 6,361 Est. Cost $65.77 Unrealized +14.6%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $534 Shares 3,195 Est. Cost $128.65 Unrealized +7.3%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $523 Shares 13,619 Est. Cost $38.19 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $519 Shares 2,711 Est. Cost $57.07 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $517 Shares 7,950 Est. Cost $55.99 Unrealized -9.2%
LVS LAS VEGAS SANDS CORP 0.2%
Value ($000) $513 Shares 8,409 Est. Cost $49.18 Unrealized +6.8%
VNQ VANGUARD INDEX FDS VANGUARD REIT ETF FORMERLY VANGUARD INDEX TR TO 052401 REIT VIPER SHS 0.2%
Value ($000) $507 Shares 5,832 Est. Cost $80.80 Unrealized
FV FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF 0.2%
Value ($000) $506 Shares 16,812 Est. Cost $29.71 Unrealized
EXC EXELON CORP 0.2%
Value ($000) $506 Shares 10,090 Est. Cost $25.74 Unrealized +3.9%
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS 0.2%
Value ($000) $502 Shares 5,859 Est. Cost $88.71 Unrealized
ACWV ISHARE EDGE MSCI MIN VOL GLOBAL ETF FORMERLY ISHARES MSCI ALL COUNTRY WORLD 0.1%
Value ($000) $492 Shares 5,497 Est. Cost $86.38 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $491 Shares 7,893 Est. Cost $54.75 Unrealized -10.9%
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $488 Shares 4,099 Est. Cost $117.40 Unrealized
VRSN VERISIGN INC 0.1%
Value ($000) $487 Shares 2,684 Est. Cost $135.70 Unrealized +25.3%
BOND PIMCO ETF TRUST TOTAL RETURN ACTIVE EXCHTRADED FUND 0.1%
Value ($000) $484 Shares 4,583 Est. Cost $105.23 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK 0.1%
Value ($000) $483 Shares 1,594 Est. Cost $303.01 Unrealized
MKC MCCORMICK CO INC COM NON VTG 0.1%
Value ($000) $482 Shares 3,199 Est. Cost $59.09 Unrealized 0.0%
POWERSHARES DWA TCTL SCTR ROTA TION ETF 0.1%
Value ($000) $477 Shares 16,015 Est. Cost $30.25 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $476 Shares 7,045 Est. Cost $66.10 Unrealized
FIRST TR ISE CHINDIA INDEX FD 0.1%
Value ($000) $475 Shares 12,772 Est. Cost $41.03 Unrealized
SUB ISHARES SHORTTERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $469 Shares 4,420 Est. Cost $104.86 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 0.1%
Value ($000) $463 Shares 2,958 Est. Cost $156.27 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $461 Shares 5,745 Est. Cost $51.39 Unrealized +18.1%
XSLV INVESCO SP SMALLCALL LOW VOLATILITY ETF 0.1%
Value ($000) $460 Shares 9,808 Est. Cost $48.35 Unrealized
CELGENE CORP 0.1%
Value ($000) $455 Shares 4,821 Est. Cost $101.34 Unrealized
TBF PROSHARES TR SHORT 20 YR TREASURY 0.1%
Value ($000) $451 Shares 20,986 Est. Cost $22.43 Unrealized
ILCG ISHARES MORNINGSTAR LARGECAP GROWTH ETF 0.1%
Value ($000) $449 Shares 2,416 Est. Cost $185.28 Unrealized
HDV ISHARES TRUST ISHARES CORE HIGH DIVIDEND 0.1%
Value ($000) $441 Shares 4,722 Est. Cost $93.39 Unrealized
MAIN MAIN STREET CAPITAL CORP COM 0.1%
Value ($000) $429 Shares 11,539 Est. Cost $40.08 Unrealized -7.1%
PEP PEPSICO INC 0.1%
Value ($000) $422 Shares 3,442 Est. Cost $89.62 Unrealized +3.2%
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $418 Shares 1,690 Est. Cost $198.68 Unrealized +14.6%
DXJ WISDOMTREE TRUST JAPAN HEDGE EQT 0.1%
Value ($000) $405 Shares 7,999 Est. Cost $57.41 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $405 Shares 8,491 Est. Cost $45.84 Unrealized -16.5%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $404 Shares 3,749 Est. Cost $109.75 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $393 Shares 2,491 Est. Cost $132.12 Unrealized -4.8%
VNLA JANUS HENDERSON SHORT DURATI 0.1%
Value ($000) $392 Shares 7,882 Est. Cost $50.12 Unrealized
SPDR SERIES TRUST BLOOMBERG BRCLYS 0.1%
Value ($000) $386 Shares 10,734 Est. Cost $36.47 Unrealized
WTMF WISDOMTREE TR MANAGED FUTURES 0.1%
Value ($000) $385 Shares 9,903 Est. Cost $40.33 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $380 Shares 3,870 Est. Cost $99.08 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.1%
Value ($000) $380 Shares 979 Est. Cost $24.19 Unrealized 0.0%
NVDA NVIDIA CORP 0.1%
Value ($000) $376 Shares 2,096 Est. Cost $5.11 Unrealized -24.6%
XYZ SQUARE INC CL A 0.1%
Value ($000) $373 Shares 4,978 Est. Cost $59.02 Unrealized +22.8%
SHYG ISHARES TRUST 05YR HIGH YIELD CORP BD ISIN US46434V4077 SEDOL BFS2LL0 0.1%
Value ($000) $371 Shares 7,934 Est. Cost $46.76 Unrealized
FXI ISHARES CHINA LARGE CAP ETF 0.1%
Value ($000) $370 Shares 8,364 Est. Cost $39.49 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $363 Shares 3,859 Est. Cost $81.43 Unrealized -5.6%
IBUY AMPLIFY ETF TR AMPLIFY ONLINE RETAIL ETF 0.1%
Value ($000) $363 Shares 7,407 Est. Cost $51.39 Unrealized
NUVEEN NJ DIV ADVANTAGE MUN FD COM 0.1%
Value ($000) $361 Shares 26,094 Est. Cost $13.51 Unrealized
VIOO VANGUARD SP SMALLCAP 600 ETF 0.1%
Value ($000) $352 Shares 2,505 Est. Cost $143.20 Unrealized
WMT WALMART STORES INC COM 0.1%
Value ($000) $351 Shares 3,596 Est. Cost $29.24 Unrealized 0.0%
OEF ISHARES SP 100 ETF 0.1%
Value ($000) $348 Shares 2,779 Est. Cost $125.22 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.1%
Value ($000) $348 Shares 2,852 Est. Cost $126.77 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $346 Shares 2,185 Est. Cost $131.01 Unrealized +16.9%
IJR ISHARES CORE SP SMALLCAP ETF 0.1%
Value ($000) $338 Shares 4,381 Est. Cost $80.38 Unrealized
CSX C S X CORP 0.1%
Value ($000) $334 Shares 4,466 Est. Cost $19.72 Unrealized +7.0%
GS GOLDMAN SACHS GROUP 6.300 0.1%
Value ($000) $325 Shares 2,079 Est. Cost $181.16 Unrealized -9.4%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $321 Shares 8,033 Est. Cost $31.54 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $321 Shares 3,632 Est. Cost $56.07 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $318 Shares 2,348 Est. Cost $112.47 Unrealized +1.9%
GWW WW GRAINGER INC 0.1%
Value ($000) $316 Shares 1,050 Est. Cost $184.63 Unrealized +47.2%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $314 Shares 1,295 Est. Cost $198.35 Unrealized 0.0%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $310 Shares 2,027 Est. Cost $117.58 Unrealized 0.0%
WFC WELLS FARGO COMPANY COM USD1.666 0.1%
Value ($000) $310 Shares 6,418 Est. Cost $40.76 Unrealized 0.0%
MDT MEDTRONIC PLC USD0.0001 0.1%
Value ($000) $309 Shares 3,396 Est. Cost $65.30 Unrealized +13.8%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $307 Shares 3,229 Est. Cost $71.93 Unrealized 0.0%
LOW LOWES COS INC COM 0.1%
Value ($000) $303 Shares 2,771 Est. Cost $88.06 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO 0.1%
Value ($000) $303 Shares 3,619 Est. Cost $55.29 Unrealized +12.9%
SBUX STARBUCKS CORP COM USD0.001 0.1%
Value ($000) $302 Shares 4,065 Est. Cost $59.25 Unrealized 0.0%
DBEF DBX ETF TRUST XTRACKERS MSCI EAFE HDG EQUITY FUND 0.1%
Value ($000) $299 Shares 9,572 Est. Cost $32.89 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $296 Shares 1,863 Est. Cost $114.28 Unrealized +6.0%
A AGILENT TECH INC 0.1%
Value ($000) $295 Shares 3,668 Est. Cost $63.58 Unrealized +13.7%
PIZ INVESCO DWA DEVEL MKTS MOMENTUM ETF 0.1%
Value ($000) $293 Shares 11,320 Est. Cost $27.45 Unrealized
WIP SPDR SER TR DB INTL GOVT INFLATION PROTECTED 0.1%
Value ($000) $292 Shares 5,396 Est. Cost $52.56 Unrealized
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.1%
Value ($000) $290 Shares 8,404 Est. Cost $34.92 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $286 Shares 1,502 Est. Cost $138.45 Unrealized +11.7%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $286 Shares 2,755 Est. Cost $87.01 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $286 Shares 1,476 Est. Cost $38.59 Unrealized 0.0%
IGSB ISHARES TR 13 YR CR BD ETF 0.1%
Value ($000) $282 Shares 5,343 Est. Cost $51.76 Unrealized
XLK SECTOR SPDR TR SHS BEN INT TECHNOLOGY 0.1%
Value ($000) $281 Shares 3,797 Est. Cost $70.96 Unrealized
PIE POWERSHARES DWA EMRG MKTS MOME NTUM PORT 0.1%
Value ($000) $280 Shares 16,490 Est. Cost $18.74 Unrealized
UNITED TECHNOLOGIES CORP COM USD1 0.1%
Value ($000) $279 Shares 2,164 Est. Cost $128.93 Unrealized
PNC PNC FINL SVCS GROUP 0.1%
Value ($000) $276 Shares 2,251 Est. Cost $98.87 Unrealized -2.1%
VICTORYSHARES US DISCOVERY ENHANCED VOLATILITY WTD ETF 0.1%
Value ($000) $275 Shares 6,959 Est. Cost $39.52 Unrealized
ITA ISHARES TR U.S. AERDEF ETF 0.1%
Value ($000) $272 Shares 1,364 Est. Cost $199.41 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.1%
Value ($000) $272 Shares 4,556 Est. Cost $58.40 Unrealized
DON WISDOMTREE TR MIDCAP DIVID FD 0.1%
Value ($000) $272 Shares 7,596 Est. Cost $35.81 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $272 Shares 5,059 Est. Cost $46.07 Unrealized 0.0%
RAYTHEON CO COM NEW 0.1%
Value ($000) $265 Shares 1,452 Est. Cost $182.51 Unrealized
XLE SECTOR SPDR TR SHS BEN INT ENERGY 0.1%
Value ($000) $265 Shares 4,005 Est. Cost $72.85 Unrealized
RMD RESMED INC 0.1%
Value ($000) $263 Shares 2,532 Est. Cost $97.04 Unrealized 0.0%
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $260 Shares 5,209 Est. Cost $48.52 Unrealized
GLW CORNING INC 0.1%
Value ($000) $259 Shares 7,814 Est. Cost $27.05 Unrealized 0.0%
FDL FIRST TRUST MORN DVD LEAD IN 0.1%
Value ($000) $259 Shares 8,601 Est. Cost $30.11 Unrealized
TD TORONTODOMINION BANK COM NPV ISIN CA8911605092 SEDOL 2897222 0.1%
Value ($000) $259 Shares 4,772 Est. Cost $55.28 Unrealized 0.0%
VTIP VANGUARD MALVERN FDS SHORTTERM INFLATION PROTECTED SECS INDEX FD ETF SHS 0.1%
Value ($000) $255 Shares 5,242 Est. Cost $48.00 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $255 Shares 2,354 Est. Cost $108.33 Unrealized
NOBL PROSHARES TRUST SP 500 DIVID ARISTOCRATS ETF 0.1%
Value ($000) $248 Shares 3,663 Est. Cost $67.70 Unrealized
ULTA ULTA SALON COSMETCS FRAG INC COM 0.1%
Value ($000) $247 Shares 708 Est. Cost $302.42 Unrealized 0.0%
SCHV SCHWAB STRATEGIC TR US LAGRE CAP VALUE ETF 0.1%
Value ($000) $245 Shares 4,470 Est. Cost $54.81 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $239 Shares 5,670 Est. Cost $34.98 Unrealized -2.8%
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $237 Shares 1,423 Est. Cost $166.55 Unrealized
CFA VICTORYSHARES US 500 VOLATILITY WTD ETF 0.1%
Value ($000) $236 Shares 4,707 Est. Cost $50.14 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $236 Shares 2,947 Est. Cost $60.45 Unrealized 0.0%
NUE NUCOR CORP COM 0.1%
Value ($000) $236 Shares 4,045 Est. Cost $49.14 Unrealized +3.2%
VIG VANGUARD SPECIALIZED PORTFOLIOS DIV APPRECIATION INDEX FD VIPER SHS 0.1%
Value ($000) $232 Shares 2,113 Est. Cost $102.66 Unrealized
UPS UNITED PARCEL SVC INC CL B 0.1%
Value ($000) $230 Shares 2,054 Est. Cost $80.97 Unrealized 0.0%
INVESCO BULLETSHARES 2020 HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $223 Shares 9,249 Est. Cost $24.11 Unrealized
DHS WISDOMTREE TR HIGH DIVID FD 0.1%
Value ($000) $222 Shares 3,065 Est. Cost $71.69 Unrealized
ETN EATON CORP PLC COM 0.1%
Value ($000) $222 Shares 2,759 Est. Cost $66.48 Unrealized 0.0%
IT GARTNER INC COM 0.1%
Value ($000) $220 Shares 1,452 Est. Cost $138.79 Unrealized 0.0%
SPYG SPDR SERIES TRUST SP 500 GROWTH ETF 0.1%
Value ($000) $219 Shares 5,880 Est. Cost $37.24 Unrealized
VICTORYSHARES DEVELOPED ENHANCED VOLATILITY WTD ETF 0.1%
Value ($000) $217 Shares 6,854 Est. Cost $31.66 Unrealized
DGRO ISHARES TRUST CORE DIVID GWTH 0.1%
Value ($000) $217 Shares 5,917 Est. Cost $36.67 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $216 Shares 379 Est. Cost $169.46 Unrealized +4.9%
QCOM QUALCOMM INC 0.1%
Value ($000) $214 Shares 3,751 Est. Cost $45.74 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $213 Shares 6,515 Est. Cost $49.85 Unrealized -41.6%
SDOG ALPS ETF TRUST SECTOR DIVIDEND DOGS 0.1%
Value ($000) $210 Shares 4,906 Est. Cost $42.80 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW ISIN US26441C2044 SEDOL B7JZSK0 0.1%
Value ($000) $210 Shares 2,336 Est. Cost $66.91 Unrealized 0.0%
MDLZ MONDELEZ INTL INC COM 0.1%
Value ($000) $209 Shares 4,178 Est. Cost $38.76 Unrealized 0.0%
NUVEEN DOW 30 DYNAMIC OVERWRITE FD COM USD0.001 0.1%
Value ($000) $207 Shares 11,483 Est. Cost $18.03 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 0.1%
Value ($000) $205 Shares 2,367 Est. Cost $86.61 Unrealized
ADM ARCHER DANIELS MIDLAND 0.1%
Value ($000) $205 Shares 4,743 Est. Cost $32.86 Unrealized +6.2%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $204 Shares 2,580 Est. Cost $59.63 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $202 Shares 1,846 Est. Cost $95.83 Unrealized 0.0%
TEMPLETON EMERG MKTS INCOME FD COM 0.1%
Value ($000) $193 Shares 18,837 Est. Cost $10.17 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.1%
Value ($000) $182 Shares 11,798 Est. Cost $11.05 Unrealized +11.9%
NUVEEN QUALITY MUNCP INCOME FD COM 0.1%
Value ($000) $171 Shares 12,618 Est. Cost $13.55 Unrealized
FS INVT CORP COM 0.0%
Value ($000) $164 Shares 27,127 Est. Cost $6.05 Unrealized
AURORA CANNABIS INC 0.0%
Value ($000) $149 Shares 16,425 Est. Cost $9.07 Unrealized
BCS BARCLAYS PLC ADREACH CV INTO 4 ORD STK GBP0.25 JPM 0.0%
Value ($000) $146 Shares 18,281 Est. Cost $8.60 Unrealized
SPECIAL OPPORTUNITIES FUND 0.0%
Value ($000) $144 Shares 10,696 Est. Cost $13.46 Unrealized
XHIEX MILLERHOWARD HIGH INCOME EQUITY FUND 0.0%
Value ($000) $127 Shares 11,206 Est. Cost $11.33 Unrealized
FIRST TRUST SPECIALTY FINANCE COM BEN INTR 0.0%
Value ($000) $120 Shares 19,534 Est. Cost $5.19 Unrealized
EATON VANCE TAX MANAGED GLOBAL DIVERSIFIED INCOME FD COM 0.0%
Value ($000) $114 Shares 13,975 Est. Cost $7.44 Unrealized
PUTNAM MANAGED MUN INCOME TR 0.0%
Value ($000) $102 Shares 13,683 Est. Cost $7.31 Unrealized
AROTECH CORP NEW 0.0%
Value ($000) $92 Shares 31,436 Est. Cost $3.54 Unrealized
VIRNETX HLDG CORP COM 0.0%
Value ($000) $91 Shares 14,400 Est. Cost $3.86 Unrealized
WESTERN ASSET HIGH INCOME FD INC 0.0%
Value ($000) $80 Shares 10,864 Est. Cost $7.36 Unrealized
TEMPLETON GLOBAL INCOME FUND INC 0.0%
Value ($000) $76 Shares 12,083 Est. Cost $6.32 Unrealized
DREYFUS HIGH YIELD STRATEGIES 0.0%
Value ($000) $66 Shares 21,619 Est. Cost $3.19 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $63 Shares 11,170 Est. Cost $6.78 Unrealized
NOVAVAX INC 0.0%
Value ($000) $21 Shares 37,269 Est. Cost $0.94 Unrealized
OXBRW OXBRIDGE RE HOLDINGS LTD WT EXPIRING 32619 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized