WESPAC Advisors SoCal, LLC Diversified Active

CIK: 0001668188 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 2, 2019

Total Value ($000): $180,751 (100.0% shares, 0.0% debt)

Holdings (355)

AAPL Apple Inc 4.5%
Value ($000) $8,208 Shares 43,215 Est. Cost $28.23 Unrealized +43.2%
GOOGL Alphabet Inc A 4.4%
Value ($000) $7,969 Shares 6,772 Est. Cost $41.08 Unrealized +36.4%
UNH UnitedHealth Group Inc 4.2%
Value ($000) $7,563 Shares 30,588 Est. Cost $107.71 Unrealized +111.3%
MSFT Microsoft Corp 4.0%
Value ($000) $7,311 Shares 61,991 Est. Cost $50.08 Unrealized +104.3%
JNJ Johnson Johnson 4.0%
Value ($000) $7,216 Shares 51,620 Est. Cost $90.58 Unrealized +21.8%
DIS Walt Disney Co 3.8%
Value ($000) $6,853 Shares 61,722 Est. Cost $102.38 Unrealized +5.4%
INTC Intel Corp 3.7%
Value ($000) $6,759 Shares 125,867 Est. Cost $28.51 Unrealized +53.7%
HON Honeywell Inc 3.7%
Value ($000) $6,605 Shares 41,565 Est. Cost $80.73 Unrealized +50.1%
WM Waste Management Inc 3.6%
Value ($000) $6,476 Shares 62,327 Est. Cost $44.10 Unrealized +97.3%
CSCO Cisco Systems Inc 3.6%
Value ($000) $6,466 Shares 119,772 Est. Cost $26.82 Unrealized +47.3%
HD Home Depot Inc 3.2%
Value ($000) $5,838 Shares 30,427 Est. Cost $113.04 Unrealized +36.9%
Royal Dutch Shell Plc ADR A 3.2%
Value ($000) $5,794 Shares 92,583 Est. Cost $63.80 Unrealized
ADP Automatic Data Processing Inc 3.1%
Value ($000) $5,637 Shares 35,290 Est. Cost $125.39 Unrealized +0.0%
CMCSA Comcast Corp A 3.0%
Value ($000) $5,506 Shares 137,732 Est. Cost $27.45 Unrealized +14.9%
JPM JPMorgan Chase Co 2.9%
Value ($000) $5,322 Shares 52,579 Est. Cost $52.81 Unrealized +61.6%
UPS United Parcel Service B 2.6%
Value ($000) $4,652 Shares 41,640 Est. Cost $77.95 Unrealized +3.9%
MDU MDU Resources Group Inc 2.6%
Value ($000) $4,621 Shares 178,920 Est. Cost $7.99 Unrealized -1.0%
BK Bank of New York Mellon 2.5%
Value ($000) $4,551 Shares 90,255 Est. Cost $42.66 Unrealized -0.8%
KMI Kinder Morgan Inc 2.5%
Value ($000) $4,496 Shares 224,725 Est. Cost $12.50 Unrealized 0.0%
ICE Intercontinental Exchange 2.4%
Value ($000) $4,419 Shares 58,048 Est. Cost $66.36 Unrealized +3.3%
VZ Verizon Communications 2.4%
Value ($000) $4,410 Shares 74,581 Est. Cost $38.89 Unrealized +0.1%
AMGN Amgen Inc 2.1%
Value ($000) $3,792 Shares 19,964 Est. Cost $121.28 Unrealized +27.5%
CM Canadian Imperial Bank of Commerce 2.1%
Value ($000) $3,762 Shares 47,590 Est. Cost $25.72 Unrealized +16.1%
META Facebook Inc 1.3%
Value ($000) $2,318 Shares 13,907 Est. Cost $119.84 Unrealized +31.8%
AMZN Amazon.com Inc 1.2%
Value ($000) $2,229 Shares 1,252 Est. Cost $43.97 Unrealized +89.3%
ISRG Intuitive Surgical Inc 1.1%
Value ($000) $1,986 Shares 3,482 Est. Cost $115.69 Unrealized +53.6%
V Visa Inc 1.0%
Value ($000) $1,892 Shares 12,115 Est. Cost $85.99 Unrealized +59.7%
BKNG Booking Holdings Inc 0.7%
Value ($000) $1,217 Shares 698 Est. Cost $1862.18 Unrealized -5.7%
BABA Alibaba Group Holding Ltd ADR 0.7%
Value ($000) $1,211 Shares 6,639 Est. Cost $15322.09 Unrealized
LMT Lockheed Martin Corp 0.6%
Value ($000) $1,126 Shares 3,753 Est. Cost $210.40 Unrealized +15.8%
NDAQ NASDAQ OMX Group Inc 0.6%
Value ($000) $1,125 Shares 12,865 Est. Cost $20.23 Unrealized +27.0%
NVDA NVIDIA Corp 0.6%
Value ($000) $1,121 Shares 6,248 Est. Cost $3.46 Unrealized +11.1%
ADBE Adobe systems Inc 0.6%
Value ($000) $1,098 Shares 4,121 Est. Cost $252.49 Unrealized -0.2%
COST Costco Wholesale Corp 0.6%
Value ($000) $1,092 Shares 4,510 Est. Cost $139.92 Unrealized +41.8%
DHR Danaher Corp 0.6%
Value ($000) $1,017 Shares 7,708 Est. Cost $71.16 Unrealized +39.7%
DVN Devon Energy Corp 0.5%
Value ($000) $959 Shares 30,400 Est. Cost $22.70 Unrealized -11.7%
Cabot Microelectronics Corp 0.5%
Value ($000) $946 Shares 8,450 Est. Cost $108.74 Unrealized
BRK/B Berkshire Hathaway B 0.5%
Value ($000) $904 Shares 4,500 Est. Cost $208.29 Unrealized -3.1%
ABBV AbbVie Inc 0.5%
Value ($000) $829 Shares 10,296 Est. Cost $55.00 Unrealized +10.9%
CNC Centene Corp 0.4%
Value ($000) $802 Shares 15,105 Est. Cost $60.70 Unrealized 0.0%
Kansas City Southern 0.4%
Value ($000) $774 Shares 6,675 Est. Cost $47801.57 Unrealized
BAC Bank of America Corp 0.4%
Value ($000) $745 Shares 27,030 Est. Cost $20.79 Unrealized +14.9%
COP ConocoPhillips 0.4%
Value ($000) $742 Shares 11,125 Est. Cost $52.98 Unrealized 0.0%
CRM Salesforce.com 0.4%
Value ($000) $706 Shares 4,461 Est. Cost $152.53 Unrealized +0.4%
TTC Toro Co 0.4%
Value ($000) $688 Shares 10,000 Est. Cost $47.92 Unrealized +32.4%
NFLX Netflix Inc 0.4%
Value ($000) $681 Shares 1,910 Est. Cost $17.92 Unrealized +93.4%
APH Amphenol Corp 0.4%
Value ($000) $672 Shares 7,125 Est. Cost $13.65 Unrealized +53.3%
RSP Invesco S P 500 Eql Wght 0.4%
Value ($000) $665 Shares 6,370 Est. Cost $102.78 Unrealized
KALU Kaiser Aluminum Corp 0.3%
Value ($000) $585 Shares 5,590 Est. Cost $60.81 Unrealized +30.7%
CHD Church Dwight Co Inc 0.3%
Value ($000) $582 Shares 8,175 Est. Cost $41.79 Unrealized +45.0%
Laboratory Corp of America Holdings 0.3%
Value ($000) $523 Shares 3,425 Est. Cost $162.72 Unrealized
IYC iShares DJ US Consumer Services 0.3%
Value ($000) $516 Shares 2,530 Est. Cost $1212.44 Unrealized
iShares Gold Trust 0.3%
Value ($000) $496 Shares 40,100 Est. Cost $7731.37 Unrealized
FDN First Trust DJ Internet Idx 0.3%
Value ($000) $487 Shares 3,510 Est. Cost $24916.56 Unrealized
IGE iShares S P N America Nat'l Resources 0.2%
Value ($000) $442 Shares 14,100 Est. Cost $17521.06 Unrealized
FTV Fortive Corp 0.2%
Value ($000) $440 Shares 5,251 Est. Cost $40.50 Unrealized +16.9%
QQQ Invesco QQQ Trust 0.2%
Value ($000) $436 Shares 2,429 Est. Cost $171.88 Unrealized
ITOT iShares Core S P Total US Stock Mkt 0.2%
Value ($000) $392 Shares 6,087 Est. Cost $56.92 Unrealized
XLK Technology Slct Sector SPDR 0.2%
Value ($000) $389 Shares 5,260 Est. Cost $25193.60 Unrealized
DVYE iShares Emerg Mkts Dividend 0.2%
Value ($000) $387 Shares 9,640 Est. Cost $40.15 Unrealized
XLV Health Care Slct Sector SPDR 0.2%
Value ($000) $369 Shares 4,025 Est. Cost $25698.73 Unrealized
EW Edwards Lifesciences Corp 0.2%
Value ($000) $334 Shares 1,746 Est. Cost $32.72 Unrealized +74.4%
ITA iShares DJ US Aerospace Defense 0.2%
Value ($000) $325 Shares 1,630 Est. Cost $4897.18 Unrealized
SAP S A P Aktiengesell Adr 0.2%
Value ($000) $303 Shares 2,625 Est. Cost $80530.12 Unrealized
KBE SPDR KBW Bank 0.2%
Value ($000) $301 Shares 7,225 Est. Cost $41.66 Unrealized
IHI iShares US Medical Devices 0.2%
Value ($000) $295 Shares 1,275 Est. Cost $220.46 Unrealized
WFC Wells Fargo Co 0.2%
Value ($000) $294 Shares 6,095 Est. Cost $41.31 Unrealized -1.3%
SCHW Charles Schwab Corp 0.2%
Value ($000) $283 Shares 6,622 Est. Cost $28.97 Unrealized +41.4%
IVW iShares S P 500 Growth 0.2%
Value ($000) $279 Shares 1,623 Est. Cost $155.09 Unrealized
TSM Taiwan Semiconductor Adr 0.2%
Value ($000) $278 Shares 6,800 Est. Cost $1686.80 Unrealized
IWF iShares Russell 1000 Grwth Idx 0.2%
Value ($000) $272 Shares 1,800 Est. Cost $132.55 Unrealized
EL Estee Lauder Companies Inc A 0.1%
Value ($000) $269 Shares 1,625 Est. Cost $134.56 Unrealized 0.0%
SPY SPDR S P 500 0.1%
Value ($000) $262 Shares 930 Est. Cost $249.75 Unrealized
Total SA ADR 0.1%
Value ($000) $260 Shares 4,675 Est. Cost $46956.88 Unrealized
ILMN Illumina Inc 0.1%
Value ($000) $257 Shares 830 Est. Cost $240.92 Unrealized +21.0%
LYB LyondellBasell Industries NV 0.1%
Value ($000) $256 Shares 3,050 Est. Cost $53.12 Unrealized +4.5%
CBOE Cboe Global Markets Inc 0.1%
Value ($000) $256 Shares 2,690 Est. Cost $92.03 Unrealized -5.9%
Red Hat Inc 0.1%
Value ($000) $255 Shares 1,400 Est. Cost $135.71 Unrealized
C Citigroup Inc 0.1%
Value ($000) $252 Shares 4,060 Est. Cost $53.26 Unrealized -8.4%
GDX VanEck Vectors Gold Miners 0.1%
Value ($000) $252 Shares 11,265 Est. Cost $1195.24 Unrealized
Canadian Pacific Railway Ltd 0.1%
Value ($000) $242 Shares 1,175 Est. Cost $142770.17 Unrealized
CTSH Cognizant Tech Sol Cl A 0.1%
Value ($000) $231 Shares 3,200 Est. Cost $63.20 Unrealized 0.0%
CL Colgate-Palmolive 0.1%
Value ($000) $226 Shares 3,298 Est. Cost $53.50 Unrealized +2.8%
INFY Infosys Tech Spon Adr 0.1%
Value ($000) $224 Shares 20,500 Est. Cost $736.63 Unrealized
NBIX Neurocrine Biosciences Inc 0.1%
Value ($000) $217 Shares 2,465 Est. Cost $83.77 Unrealized -0.2%
BP BP Plc Adr 0.1%
Value ($000) $209 Shares 4,796 Est. Cost $31.16 Unrealized
SRE Sempra Energy 0.1%
Value ($000) $208 Shares 1,657 Est. Cost $45.57 Unrealized +3.5%
ProShares UltraPro Shrt S P500 0.1%
Value ($000) $189 Shares 6,000 Est. Cost $46.50 Unrealized
MU Micron Technology Inc 0.1%
Value ($000) $177 Shares 4,300 Est. Cost $47.99 Unrealized -21.5%
NVS Novartis AG Adr 0.1%
Value ($000) $170 Shares 1,775 Est. Cost $85.63 Unrealized
ORCL Oracle Corp 0.1%
Value ($000) $163 Shares 3,035 Est. Cost $43.48 Unrealized +6.0%
DIA SPDR DJ Industrial Avg 0.1%
Value ($000) $155 Shares 600 Est. Cost $203.21 Unrealized
Pioneer Nat'l Resources Co 0.1%
Value ($000) $152 Shares 1,000 Est. Cost $131.00 Unrealized
VT Vanguard Total World Stock 0.1%
Value ($000) $139 Shares 1,900 Est. Cost $65.26 Unrealized
MRK Merck Co Inc 0.1%
Value ($000) $118 Shares 1,422 Est. Cost $51.67 Unrealized +16.7%
GOOG Alphabet Inc C 0.1%
Value ($000) $117 Shares 100 Est. Cost $54.14 Unrealized +2.9%
AMD Advanced Micro Devices Inc 0.1%
Value ($000) $114 Shares 4,500 Est. Cost $22.57 Unrealized +0.6%
Seagate Technology Plc 0.1%
Value ($000) $109 Shares 2,291 Est. Cost $47.14 Unrealized
NOC Northrop Grumman Corp 0.1%
Value ($000) $107 Shares 400 Est. Cost $269.78 Unrealized -9.7%
XOM Exxon Mobil Corp 0.1%
Value ($000) $106 Shares 1,321 Est. Cost $58.16 Unrealized -4.7%
PG Procter Gamble Co 0.1%
Value ($000) $105 Shares 1,017 Est. Cost $72.08 Unrealized +13.9%
MCD McDonalds Corp 0.1%
Value ($000) $96 Shares 510 Est. Cost $134.80 Unrealized +14.7%
Raytheon Co 0.1%
Value ($000) $91 Shares 500 Est. Cost $206.00 Unrealized
PM Philip Morris Int'l Inc 0.0%
Value ($000) $88 Shares 1,000 Est. Cost $55.49 Unrealized +1.1%
VLO Valero Energy Corp 0.0%
Value ($000) $84 Shares 1,000 Est. Cost $71.03 Unrealized -12.2%
IJT iShares S P SmallCap 600 Grwth 0.0%
Value ($000) $80 Shares 450 Est. Cost $160.00 Unrealized
UNP Union Pacific Corp 0.0%
Value ($000) $75 Shares 450 Est. Cost $127.49 Unrealized +8.3%
MHK Mohawk Industries Inc 0.0%
Value ($000) $75 Shares 600 Est. Cost $196.12 Unrealized -33.6%
PFE Pfizer Inc 0.0%
Value ($000) $70 Shares 1,661 Est. Cost $27.87 Unrealized +4.9%
IJR iShares Core S P Small Cap 0.0%
Value ($000) $67 Shares 880 Est. Cost $79.61 Unrealized
IVV iShares Core S P 500 0.0%
Value ($000) $63 Shares 222 Est. Cost $262.73 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $33.56 Unrealized -11.4%
XLY Consumer Discret Slct Sector SPDR 0.0%
Value ($000) $54 Shares 480 Est. Cost $115.36 Unrealized
EXPE Expedia Inc 0.0%
Value ($000) $53 Shares 450 Est. Cost $126.35 Unrealized -6.0%
F Ford Motor Co 0.0%
Value ($000) $52 Shares 6,000 Est. Cost $6.85 Unrealized -11.2%
MDLZ Mondelez Int'l Inc 0.0%
Value ($000) $52 Shares 1,042 Est. Cost $35.59 Unrealized +8.9%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $50 Shares 486 Est. Cost $85.30 Unrealized +10.7%
CLX Clorox Co 0.0%
Value ($000) $49 Shares 306 Est. Cost $116.57 Unrealized +8.8%
IMO Imperial Oil Ltd 0.0%
Value ($000) $49 Shares 1,800 Est. Cost $26.33 Unrealized -14.5%
EV Tax-Managed Buy-Write Oppty 0.0%
Value ($000) $48 Shares 3,253 Est. Cost $15.99 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $46 Shares 170 Est. Cost $227.53 Unrealized +7.4%
SYK Stryker Corp 0.0%
Value ($000) $43 Shares 220 Est. Cost $154.78 Unrealized +8.0%
VOT Vanguard Mid Cap Grwth 0.0%
Value ($000) $42 Shares 295 Est. Cost $118.64 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $41 Shares 500 Est. Cost $38.47 Unrealized -5.3%
LOW Lowes Companies Inc 0.0%
Value ($000) $41 Shares 375 Est. Cost $91.02 Unrealized -3.3%
Skechers USA Inc 0.0%
Value ($000) $40 Shares 1,200 Est. Cost $27.50 Unrealized
CVX Chevron Corp 0.0%
Value ($000) $40 Shares 331 Est. Cost $87.72 Unrealized -0.3%
BAX Baxter International Inc 0.0%
Value ($000) $40 Shares 500 Est. Cost $64.93 Unrealized -1.3%
America Movil SAB de CV 0.0%
Value ($000) $37 Shares 2,600 Est. Cost $15.77 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $37 Shares 420 Est. Cost $77.30 Unrealized +6.7%
SCHX Schwab US Large Cap 0.0%
Value ($000) $36 Shares 535 Est. Cost $57.94 Unrealized
DXCM Dexcom Inc 0.0%
Value ($000) $35 Shares 300 Est. Cost $31.00 Unrealized +13.3%
DG Dollar General Corp 0.0%
Value ($000) $33 Shares 280 Est. Cost $98.63 Unrealized +7.7%
IHF iShares US Healthcare Providers 0.0%
Value ($000) $33 Shares 200 Est. Cost $195.00 Unrealized
RDWR Radware Ltd 0.0%
Value ($000) $33 Shares 1,300 Est. Cost $26.82 Unrealized -9.1%
SPHD Invesco S P 500 High Dvnd Low Volatility 0.0%
Value ($000) $33 Shares 800 Est. Cost $41.25 Unrealized
Taro Pharmaceutical Industries Ltd 0.0%
Value ($000) $32 Shares 300 Est. Cost $84.13 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $31 Shares 555 Est. Cost $54.64 Unrealized -16.3%
TR Tootsie Roll Industries Inc 0.0%
Value ($000) $31 Shares 839 Est. Cost $25.55 Unrealized +19.3%
XPZCX PIMCO CA Municipal Income II 0.0%
Value ($000) $30 Shares 2,795 Est. Cost $10.02 Unrealized
OLED Universal Display Corp 0.0%
Value ($000) $30 Shares 200 Est. Cost $104.34 Unrealized +12.7%
VEA Vanguard FTSE Developed Mkts 0.0%
Value ($000) $28 Shares 702 Est. Cost $37.08 Unrealized
PSX Phillips 66 0.0%
Value ($000) $28 Shares 300 Est. Cost $86.06 Unrealized -16.4%
ELV Anthem Inc 0.0%
Value ($000) $28 Shares 100 Est. Cost $235.52 Unrealized +12.0%
IJH iShares Core S P Mid Cap 0.0%
Value ($000) $28 Shares 150 Est. Cost $200.00 Unrealized
bluebird bio Inc 0.0%
Value ($000) $27 Shares 175 Est. Cost $142.86 Unrealized
TJX TJX Company Inc 0.0%
Value ($000) $27 Shares 510 Est. Cost $45.89 Unrealized -0.9%
SBUX Starbuck's Corp 0.0%
Value ($000) $26 Shares 350 Est. Cost $45.07 Unrealized +31.5%
CMI Cummins Inc 0.0%
Value ($000) $26 Shares 170 Est. Cost $116.20 Unrealized +8.2%
FIS Fidelity Nat'l Information Services Inc 0.0%
Value ($000) $26 Shares 230 Est. Cost $91.08 Unrealized +2.6%
NVO Novo Nordisk A S ADR 0.0%
Value ($000) $25 Shares 480 Est. Cost $45.83 Unrealized
IYE iShares DJ US Energy 0.0%
Value ($000) $25 Shares 700 Est. Cost $41.43 Unrealized
EEM iShares MSCI Emerg Mkts Idx 0.0%
Value ($000) $25 Shares 595 Est. Cost $42.19 Unrealized
MELI MercadoLibre Inc 0.0%
Value ($000) $25 Shares 50 Est. Cost $338.65 Unrealized +17.7%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $25 Shares 544 Est. Cost $44.98 Unrealized -14.8%
CDNS Cadence Design Systems Inc 0.0%
Value ($000) $25 Shares 400 Est. Cost $45.52 Unrealized +16.4%
NKE Nike Inc B 0.0%
Value ($000) $25 Shares 300 Est. Cost $72.98 Unrealized +3.3%
EWH iShares MSCI Hong Kong Idx 0.0%
Value ($000) $24 Shares 950 Est. Cost $23.16 Unrealized
ANF Abercrombie Fitch Co 0.0%
Value ($000) $24 Shares 896 Est. Cost $22.45 Unrealized -5.6%
VO Vanguard Mid-Cap 0.0%
Value ($000) $24 Shares 151 Est. Cost $147.22 Unrealized
ETN Eaton Corp 0.0%
Value ($000) $24 Shares 300 Est. Cost $71.13 Unrealized -6.5%
SLB Schlumberger Ltd 0.0%
Value ($000) $24 Shares 568 Est. Cost $44.37 Unrealized -19.4%
WPM Wheaton Precious Metals Corp 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $17.50 Unrealized +12.0%
VTI Vanguard Total Stock Mkt 0.0%
Value ($000) $23 Shares 165 Est. Cost $139.39 Unrealized
AVGO Broadcom Ltd 0.0%
Value ($000) $22 Shares 75 Est. Cost $18.27 Unrealized +23.1%
SCHM Schwab US Mid-Cap 0.0%
Value ($000) $22 Shares 400 Est. Cost $57.50 Unrealized
FXI iShares FTSE China 25 Idx 0.0%
Value ($000) $22 Shares 510 Est. Cost $41.18 Unrealized
MDT Medtronic Inc 0.0%
Value ($000) $22 Shares 242 Est. Cost $76.99 Unrealized -3.5%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $22 Shares 93 Est. Cost $31.18 Unrealized +19.0%
TXN Texas Instruments 0.0%
Value ($000) $21 Shares 200 Est. Cost $90.24 Unrealized -5.4%
YEXT Yext Inc 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $17.64 Unrealized +2.9%
DBEF Xtrackers MSCI EAFE Hedged Equity 0.0%
Value ($000) $21 Shares 694 Est. Cost $27.38 Unrealized
VGT Vanguard Information Technology 0.0%
Value ($000) $21 Shares 105 Est. Cost $200.00 Unrealized
DELL Dell Technologies Inc C 0.0%
Value ($000) $21 Shares 373 Est. Cost $24.97 Unrealized -3.2%
MAR Marriott Int'l Inc A 0.0%
Value ($000) $19 Shares 152 Est. Cost $108.51 Unrealized +2.8%
ETR Entergy Corp 0.0%
Value ($000) $19 Shares 200 Est. Cost $31.55 Unrealized +11.6%
BA Boeing Co 0.0%
Value ($000) $19 Shares 50 Est. Cost $336.64 Unrealized +11.5%
CAH Cardinal Health Inc 0.0%
Value ($000) $19 Shares 412 Est. Cost $41.11 Unrealized -0.2%
BlackRock Inc 0.0%
Value ($000) $19 Shares 45 Est. Cost $380.95 Unrealized
VFC VF Corp 0.0%
Value ($000) $19 Shares 230 Est. Cost $49.67 Unrealized +57.0%
T AT T Inc 0.0%
Value ($000) $19 Shares 624 Est. Cost $14.48 Unrealized -2.2%
XLE Energy Slct Sector SPDR 0.0%
Value ($000) $18 Shares 275 Est. Cost $72.73 Unrealized
FRCB First Republic Bank 0.0%
Value ($000) $18 Shares 187 Est. Cost $91.08 Unrealized +5.3%
CSX CSX Corp 0.0%
Value ($000) $18 Shares 250 Est. Cost $21.58 Unrealized -2.2%
PRU Prudential Fin'l Inc 0.0%
Value ($000) $18 Shares 200 Est. Cost $68.64 Unrealized -4.6%
PNC PNC Financial Services Group 0.0%
Value ($000) $18 Shares 150 Est. Cost $109.48 Unrealized -11.6%
Ctrip Com Intl Ltd Adr 0.0%
Value ($000) $17 Shares 400 Est. Cost $36.25 Unrealized
MDY SPDR S P MidCap 400 0.0%
Value ($000) $17 Shares 50 Est. Cost $365.38 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $17 Shares 200 Est. Cost $85.25 Unrealized -7.8%
ERII Energy Recovery Inc 0.0%
Value ($000) $17 Shares 2,000 Est. Cost $8.85 Unrealized -10.0%
HAL Halliburton Co 0.0%
Value ($000) $17 Shares 600 Est. Cost $35.57 Unrealized -26.2%
HAS Hasbro Inc 0.0%
Value ($000) $17 Shares 200 Est. Cost $76.61 Unrealized -11.9%
Ingersoll-Rand PLC 0.0%
Value ($000) $16 Shares 150 Est. Cost $86.67 Unrealized
VUG Vanguard Growth 0.0%
Value ($000) $15 Shares 100 Est. Cost $160.00 Unrealized
EOLS Evolus Inc 0.0%
Value ($000) $15 Shares 700 Est. Cost $21.62 Unrealized 0.0%
KTOS Kratos Defense Security Solutions Inc 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.73 Unrealized 0.0%
D Dominion Resources Inc Va 0.0%
Value ($000) $15 Shares 200 Est. Cost $50.99 Unrealized +5.7%
IYJ iShares DJ US Industrial 0.0%
Value ($000) $15 Shares 100 Est. Cost $150.00 Unrealized
IPGP IPG Photonics Corp 0.0%
Value ($000) $15 Shares 100 Est. Cost $185.56 Unrealized -23.7%
AWK American Water Works Co Inc 0.0%
Value ($000) $15 Shares 150 Est. Cost $76.56 Unrealized +12.7%
KO Coca Cola Co 0.0%
Value ($000) $15 Shares 325 Est. Cost $36.30 Unrealized +4.1%
EMR Emerson Electric Co 0.0%
Value ($000) $15 Shares 227 Est. Cost $57.00 Unrealized -1.7%
Trinity Biotech Plc Adr 0.0%
Value ($000) $14 Shares 5,200 Est. Cost $3.85 Unrealized
MTB M T Bank Corp 0.0%
Value ($000) $14 Shares 93 Est. Cost $127.57 Unrealized +3.4%
RFG Invesco S P MidCap 400 Pure Growth 0.0%
Value ($000) $14 Shares 95 Est. Cost $151.80 Unrealized
HCA HCA Holdings Inc 0.0%
Value ($000) $14 Shares 114 Est. Cost $126.05 Unrealized +0.3%
VWO Vanguard FTSE Emerg Mkts 0.0%
Value ($000) $14 Shares 333 Est. Cost $42.04 Unrealized
CSL CARLISLE COMPANIES INC 0.0%
Value ($000) $13 Shares 112 Est. Cost $94.22 Unrealized +12.6%
CHTR Charter Communications Inc A 0.0%
Value ($000) $13 Shares 40 Est. Cost $305.24 Unrealized +7.9%
SON Sonoco Products Co 0.0%
Value ($000) $13 Shares 215 Est. Cost $43.17 Unrealized +4.7%
General Electric Co 0.0%
Value ($000) $13 Shares 1,358 Est. Cost $11.27 Unrealized
BLDP Ballard Power Systems Inc 0.0%
Value ($000) $13 Shares 4,400 Est. Cost $3.31 Unrealized -1.0%
MASI Masimo Corp 0.0%
Value ($000) $13 Shares 100 Est. Cost $111.51 Unrealized +12.6%
TRV Travelers Companies Inc 0.0%
Value ($000) $13 Shares 100 Est. Cost $110.26 Unrealized 0.0%
INTU Intuit Inc 0.0%
Value ($000) $13 Shares 50 Est. Cost $204.54 Unrealized +8.1%
PacWest Bancorp 0.0%
Value ($000) $13 Shares 350 Est. Cost $47.37 Unrealized
GLD SPDR Gold Shs 0.0%
Value ($000) $12 Shares 100 Est. Cost $110.00 Unrealized
CCI Crown Castle International 0.0%
Value ($000) $12 Shares 100 Est. Cost $81.32 Unrealized +7.4%
ULTA Ulta Beauty Inc 0.0%
Value ($000) $12 Shares 36 Est. Cost $302.42 Unrealized 0.0%
XAR SPDR S P Aerospace Defense 0.0%
Value ($000) $12 Shares 134 Est. Cost $97.01 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $11 Shares 40 Est. Cost $20.97 Unrealized -4.3%
BB T Corp 0.0%
Value ($000) $11 Shares 250 Est. Cost $40.00 Unrealized
IQ iQIYI Inc 0.0%
Value ($000) $11 Shares 495 Est. Cost $26.26 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $11 Shares 150 Est. Cost $68.31 Unrealized -1.6%
Marathon Oil Corp 0.0%
Value ($000) $11 Shares 700 Est. Cost $22.86 Unrealized
VCSH Vanguard Short-Term Corporate Bond 0.0%
Value ($000) $11 Shares 140 Est. Cost $76.61 Unrealized
TGT Target Corp 0.0%
Value ($000) $11 Shares 143 Est. Cost $60.69 Unrealized 0.0%
XLP Consumer Staples Slct Sector SPDR 0.0%
Value ($000) $11 Shares 200 Est. Cost $51.43 Unrealized
AXP American Express Co 0.0%
Value ($000) $10 Shares 100 Est. Cost $94.79 Unrealized +1.1%
NUE Nucor Corp 0.0%
Value ($000) $10 Shares 177 Est. Cost $50.72 Unrealized -0.0%
WPC WP Carey Inc 0.0%
Value ($000) $10 Shares 128 Est. Cost $62.50 Unrealized
PSA Public Storage 0.0%
Value ($000) $10 Shares 50 Est. Cost $159.08 Unrealized -1.2%
SPLV Invesco S P 500 Low Volatility 0.0%
Value ($000) $10 Shares 200 Est. Cost $45.00 Unrealized
USPH US Physical Therapy Inc 0.0%
Value ($000) $10 Shares 104 Est. Cost $111.02 Unrealized -3.2%
Blackstone Group Lp 0.0%
Value ($000) $10 Shares 288 Est. Cost $33.58 Unrealized
WMT Wal-Mart Stores Inc 0.0%
Value ($000) $10 Shares 110 Est. Cost $28.73 Unrealized +1.7%
XYZ Square Inc A 0.0%
Value ($000) $9 Shares 132 Est. Cost $72.47 Unrealized 0.0%
EME EMCOR Group Inc 0.0%
Value ($000) $9 Shares 129 Est. Cost $67.41 Unrealized -1.9%
Citrix Systems Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $110.00 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $9 Shares 200 Est. Cost $52.03 Unrealized
EIX Edison International 0.0%
Value ($000) $9 Shares 150 Est. Cost $48.48 Unrealized -9.0%
VBR Vanguard Small Cap Value 0.0%
Value ($000) $9 Shares 74 Est. Cost $104.65 Unrealized
First of Long Island 0.0%
Value ($000) $9 Shares 450 Est. Cost $20.00 Unrealized
Nuveen CA Muni Value 0.0%
Value ($000) $9 Shares 990 Est. Cost $9.09 Unrealized
Integrated Device Technology 0.0%
Value ($000) $9 Shares 186 Est. Cost $48.39 Unrealized
RSPT Invesco S P 500 Eql Wght Technology 0.0%
Value ($000) $9 Shares 55 Est. Cost $158.68 Unrealized
Enerplus Corp 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $12.00 Unrealized
SPGI S P Global Inc 0.0%
Value ($000) $8 Shares 40 Est. Cost $193.60 Unrealized -5.7%
VBK Vanguard Small-Cap Growth 0.0%
Value ($000) $8 Shares 45 Est. Cost $150.00 Unrealized
HPQ HP Inc 0.0%
Value ($000) $8 Shares 430 Est. Cost $18.77 Unrealized -11.0%
HPE Hewlett Packard Enterprise Co. 0.0%
Value ($000) $8 Shares 530 Est. Cost $12.63 Unrealized -2.1%
HEI/A Heineken NV 0.0%
Value ($000) $8 Shares 101 Est. Cost $66.24 Unrealized +9.6%
DIOD Diodes Incorporated 0.0%
Value ($000) $8 Shares 257 Est. Cost $31.96 Unrealized +12.2%
PNR Pentair Ltd 0.0%
Value ($000) $8 Shares 200 Est. Cost $38.94 Unrealized -3.2%
AVY Avery Dennison Corp 0.0%
Value ($000) $8 Shares 75 Est. Cost $94.30 Unrealized -2.9%
WST West Pharmaceutical Services Inc 0.0%
Value ($000) $8 Shares 74 Est. Cost $106.26 Unrealized -4.0%
Iteris Inc 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $4.00 Unrealized
ENTG Entegris Inc 0.0%
Value ($000) $8 Shares 225 Est. Cost $26.16 Unrealized +23.5%
VIG Vanguard Dvnd Appreciation 0.0%
Value ($000) $7 Shares 70 Est. Cost $100.00 Unrealized
ETFMG Alternative Harvest 0.0%
Value ($000) $7 Shares 200 Est. Cost $40.00 Unrealized
Cloudera Inc 0.0%
Value ($000) $7 Shares 650 Est. Cost $16.92 Unrealized
DBX Dropbox Inc A 0.0%
Value ($000) $7 Shares 360 Est. Cost $28.89 Unrealized -19.4%
VOO Vanguard S P 500 0.0%
Value ($000) $7 Shares 30 Est. Cost $266.67 Unrealized
XLF Financial Slct Sector SPDR 0.0%
Value ($000) $7 Shares 300 Est. Cost $27.38 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $7 Shares 78 Est. Cost $72.90 Unrealized +14.5%
SLV iShares Silver Tst 0.0%
Value ($000) $7 Shares 500 Est. Cost $12.00 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $7 Shares 230 Est. Cost $41.81 Unrealized -30.4%
INGN Inogen Inc 0.0%
Value ($000) $7 Shares 75 Est. Cost $231.25 Unrealized -46.1%
EXEL Exelixis Inc 0.0%
Value ($000) $7 Shares 300 Est. Cost $19.50 Unrealized +16.9%
BSX Boston Scientific Corp 0.0%
Value ($000) $7 Shares 200 Est. Cost $34.93 Unrealized +9.4%
SDY SPDR S P Dividend 0.0%
Value ($000) $7 Shares 75 Est. Cost $90.00 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $6 Shares 78 Est. Cost $57.83 Unrealized +14.3%
OKE Oneok Inc 0.0%
Value ($000) $6 Shares 98 Est. Cost $42.78 Unrealized -2.7%
UBS UBS Group AG 0.0%
Value ($000) $6 Shares 565 Est. Cost $13.34 Unrealized -5.0%
WWD Woodward Inc 0.0%
Value ($000) $6 Shares 70 Est. Cost $73.76 Unrealized +14.8%
WDFC WD-40 Co 0.0%
Value ($000) $6 Shares 36 Est. Cost $151.67 Unrealized +4.4%
FLEX Flex Ltd 0.0%
Value ($000) $6 Shares 600 Est. Cost $7.71 Unrealized -7.2%
VNQ Vanguard REIT Idx 0.0%
Value ($000) $6 Shares 79 Est. Cost $77.41 Unrealized
BRKR Bruker Corp 0.0%
Value ($000) $6 Shares 167 Est. Cost $30.80 Unrealized +14.5%
ORA Ormat Technologies Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $53.11 Unrealized 0.0%
ACAD ACADIA Pharmaceuticles Inc 0.0%
Value ($000) $5 Shares 200 Est. Cost $15.73 Unrealized +48.4%
CCL Carnival Corp 0.0%
Value ($000) $5 Shares 100 Est. Cost $56.85 Unrealized -7.1%
CASY Casey's General Stores Inc 0.0%
Value ($000) $5 Shares 40 Est. Cost $121.10 Unrealized +3.1%
Ekso Bionics Holdings Inc 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $2.50 Unrealized
NVT nVent Electric PLC 0.0%
Value ($000) $5 Shares 200 Est. Cost $23.24 Unrealized -4.3%
SQM Soc Quimica Miner B Adrf 0.0%
Value ($000) $5 Shares 150 Est. Cost $43.33 Unrealized
CVS CVS/Caremark Corp 0.0%
Value ($000) $5 Shares 100 Est. Cost $56.49 Unrealized -12.4%
PUK Prudential PLC Pfd 6.75 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
QRVO Qorvo Inc 0.0%
Value ($000) $5 Shares 83 Est. Cost $66.22 Unrealized 0.0%
ROK Rockwell Automation Inc 0.0%
Value ($000) $5 Shares 33 Est. Cost $146.34 Unrealized +2.5%
EFA iShares MSCI EAFE Idx 0.0%
Value ($000) $4 Shares 75 Est. Cost $61.59 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $4 Shares 86 Est. Cost $23.80 Unrealized +12.3%
CELH Celsius Holdings Inc 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $1.28 Unrealized 0.0%
ACIW ACI Worldwide Inc 0.0%
Value ($000) $4 Shares 135 Est. Cost $27.28 Unrealized +11.7%
ED Consol Edison Co of NY 0.0%
Value ($000) $4 Shares 50 Est. Cost $60.48 Unrealized +3.2%
MNRO Monro Muffler Brake Inc 0.0%
Value ($000) $4 Shares 48 Est. Cost $73.08 Unrealized +3.6%
VOD Vodafone Group Plc Ads 0.0%
Value ($000) $4 Shares 251 Est. Cost $19.92 Unrealized
AEM Agnico-Eagle Mines 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.40 Unrealized 0.0%
Aqua America Inc 0.0%
Value ($000) $4 Shares 125 Est. Cost $32.00 Unrealized
NTCT NetScout Systems Inc 0.0%
Value ($000) $4 Shares 170 Est. Cost $25.19 Unrealized +5.5%
STWD Starwood Property Trust Inc 0.0%
Value ($000) $4 Shares 200 Est. Cost $15.00 Unrealized
WWW Wolverine World Wide Inc 0.0%
Value ($000) $4 Shares 132 Est. Cost $29.13 Unrealized +2.8%
VIOO Vanguard S P Small-Cap 600 0.0%
Value ($000) $4 Shares 33 Est. Cost $151.52 Unrealized
NWL Newell Brands Inc 0.0%
Value ($000) $3 Shares 226 Est. Cost $13.25 Unrealized 0.0%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $3 Shares 78 Est. Cost $35.63 Unrealized +10.6%
BDX Becton Dickinson Co 0.0%
Value ($000) $3 Shares 16 Est. Cost $220.32 Unrealized -3.4%
Twitter Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $20.00 Unrealized
VTV Vanguard Value 0.0%
Value ($000) $3 Shares 32 Est. Cost $97.88 Unrealized
BND Vanguard Total Bond Mkt 0.0%
Value ($000) $3 Shares 46 Est. Cost $65.22 Unrealized
TD Ameritrade Holding Corp 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.86 Unrealized
DXC DXC Technology Co 0.0%
Value ($000) $2 Shares 36 Est. Cost $83.91 Unrealized -26.7%
VOE Vanguard Mid-Cap Value 0.0%
Value ($000) $2 Shares 21 Est. Cost $95.24 Unrealized
VB Vanguard Small-Cap 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
IVE iShares S P 500 Value 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $111.85 Unrealized +5.8%
MGM MGM Resorts International 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.01 Unrealized -4.5%
Sprint Corp 0.0%
Value ($000) $2 Shares 510 Est. Cost $6.50 Unrealized
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.39 Unrealized
SANM Sanmina Corp 0.0%
Value ($000) $1 Shares 66 Est. Cost $29.98 Unrealized -1.7%
IBM Int'l Business Machines 0.0%
Value ($000) $1 Shares 10 Est. Cost $101.25 Unrealized -6.5%
AMAT Applied Materials Inc 0.0%
Value ($000) $1 Shares 40 Est. Cost $40.70 Unrealized -13.2%
TLYS Tilly's Inc A 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.40 Unrealized -28.1%
PEP Pepsico Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $90.66 Unrealized +2.0%
STLD Steel Dynamics 0.0%
Value ($000) $1 Shares 50 Est. Cost $39.33 Unrealized -22.0%
AZTA Brooks Automation Inc 0.0%
Value ($000) $1 Shares 52 Est. Cost $31.92 Unrealized -7.9%
Dreyfus High Yield Strategies 0.0%
Value ($000) $1 Shares 450 Est. Cost $2.22 Unrealized
MNKD Mannkind Corp 0.0%
Value ($000) $1 Shares 640 Est. Cost $1.53 Unrealized +3.3%
LogMeIn Inc 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
PJP Invesco Dynamic Pharmaceuticals 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
BLV Vanguard Long-Term Bd 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Perspecta Inc 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
DryShips Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
New Age Beverages Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Frontier Communication Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
Stellar Biotechnologies Inc 0.0%
Value ($000) $0 Shares 285 Est. Cost Unrealized
Evofem Biosciences Inc 0.0%
Value ($000) $0 Shares 166 Est. Cost Unrealized
Agenus Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
SJM JM Smucker Co 0.0%
Value ($000) $0 Shares 3 Est. Cost $86.02 Unrealized -2.8%
Micro Focus Int'l Plc ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
KEYS Keysight Technologies Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $60.17 Unrealized +29.0%
WAB Wabtec Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $69.17 Unrealized 0.0%
VYX NCR Corp 0.0%
Value ($000) $0 Shares 24 Est. Cost $17.81 Unrealized -7.0%
GPK Graphic Packaging Holding Co 0.0%
Value ($000) $0 Shares 33 Est. Cost $11.70 Unrealized +3.8%
VIAV Viavi Solutions Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost $10.80 Unrealized +8.5%
Sphere 3D Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $33.11 Unrealized 0.0%
Celsion Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
OncoSec Medical Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
ADNT Adient PLC 0.0%
Value ($000) $0 Shares 16 Est. Cost $45.01 Unrealized -61.1%
LITE Lumentum Holdings Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $59.82 Unrealized -19.8%
Frontline Ltd 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized
Centurytlink Inc 0.0%
Value ($000) $0 Shares 34 Est. Cost Unrealized
NOK Nokia Corp SpAdr 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
New Home Company Inc (The) 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.00 Unrealized
ASIX AdvanSix Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.81 Unrealized -15.2%