CALTON & ASSOCIATES, INC. Diversified Active

CIK: 0000822648 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 9, 2019

Total Value ($000): $354,134 (100.0% shares, 0.0% debt)

Holdings (282)

IWF ISHARES RUSSELL 1000 GROWTH ETF 8.0%
Value ($000) $28,158 Shares 178,964 Est. Cost $146.44 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 7.7%
Value ($000) $27,120 Shares 213,175 Est. Cost $128.13 Unrealized
EFA ISHARES MSCI EAFE ETF 6.7%
Value ($000) $23,584 Shares 358,808 Est. Cost $72.21 Unrealized
IJH ISHARES CORE SP MIDCAP ETF 4.9%
Value ($000) $17,399 Shares 89,565 Est. Cost $198.42 Unrealized
IWM ISHARES RUSSELL 2000 ETF 3.9%
Value ($000) $13,692 Shares 88,051 Est. Cost $161.15 Unrealized
SHV ISHARES TR BARCLAYS SHORT TREAS BD FD 3.1%
Value ($000) $10,880 Shares 98,324 Est. Cost $110.50 Unrealized
SPY SPDR SP 500 ETF TRUST UNIT SER 1 SP 3.1%
Value ($000) $10,833 Shares 36,974 Est. Cost $283.66 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2.3%
Value ($000) $8,126 Shares 72,973 Est. Cost $108.16 Unrealized
IEI ISHARES TR BARCLAYS 37 YR TREAS BD FD 1.8%
Value ($000) $6,202 Shares 49,316 Est. Cost $124.13 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $5,476 Shares 27,668 Est. Cost $39.70 Unrealized +17.4%
SRLN SPDR BLACKSTONEGSO SENIOR LOAN 1.5%
Value ($000) $5,439 Shares 117,675 Est. Cost $47.26 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1.4%
Value ($000) $4,994 Shares 26,741 Est. Cost $177.23 Unrealized
IVV ISHARES CORE SP 500 ETF 1.4%
Value ($000) $4,911 Shares 16,662 Est. Cost $288.74 Unrealized
MDY SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP 1.3%
Value ($000) $4,618 Shares 13,023 Est. Cost $328.18 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 1.3%
Value ($000) $4,516 Shares 73,158 Est. Cost $59.41 Unrealized
VFH VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS 1.1%
Value ($000) $4,031 Shares 58,405 Est. Cost $72.17 Unrealized
NHC NATIONAL HEALTHCARE CORP 1.1%
Value ($000) $3,826 Shares 47,145 Est. Cost $63.81 Unrealized +21.0%
RSP INVESCO SP 500 EQUAL WEIGHT ETF 1.0%
Value ($000) $3,377 Shares 31,322 Est. Cost $105.66 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $3,174 Shares 23,691 Est. Cost $77.02 Unrealized +55.2%
PFF ISHARES TR U.S. PFD STK ETF 0.9%
Value ($000) $3,021 Shares 81,975 Est. Cost $37.79 Unrealized
T ATT INC COM USD1 0.8%
Value ($000) $2,728 Shares 81,399 Est. Cost $15.28 Unrealized -1.3%
ALLERGAN PLC. COM USD0.0001 0.7%
Value ($000) $2,624 Shares 15,673 Est. Cost $188.03 Unrealized
VWO VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $2,430 Shares 57,136 Est. Cost $47.61 Unrealized
FLRN SPDR SER TR BLOMBERG BRC INV 0.7%
Value ($000) $2,415 Shares 78,602 Est. Cost $30.67 Unrealized
VDE VANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS 0.7%
Value ($000) $2,353 Shares 27,675 Est. Cost $102.53 Unrealized
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET ETF 0.6%
Value ($000) $2,285 Shares 27,501 Est. Cost $81.64 Unrealized
IXUS ISHARES CORE INTL STOCK ETF 0.6%
Value ($000) $2,218 Shares 37,828 Est. Cost $58.21 Unrealized
AMZN AMAZON.COM INC 0.6%
Value ($000) $2,218 Shares 1,171 Est. Cost $57.97 Unrealized +60.7%
BSV VANGUARD BD INDEX FD INC SHORT TERM BD ETF 0.6%
Value ($000) $2,117 Shares 26,293 Est. Cost $78.88 Unrealized
CVX CHEVRON CORP NEW COM 0.6%
Value ($000) $2,099 Shares 16,866 Est. Cost $86.45 Unrealized +4.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $1,901 Shares 8,915 Est. Cost $196.05 Unrealized +5.5%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $1,861 Shares 32,571 Est. Cost $32.43 Unrealized +23.4%
VHT VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS 0.5%
Value ($000) $1,850 Shares 10,638 Est. Cost $163.83 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $1,810 Shares 42,170 Est. Cost $49.81 Unrealized
V VISA INC COM CL A 0.5%
Value ($000) $1,810 Shares 10,429 Est. Cost $120.01 Unrealized +30.3%
JPM JPMORGAN CHASE CO 4.203 0.5%
Value ($000) $1,806 Shares 21,103 Est. Cost $84.02 Unrealized +9.5%
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.5%
Value ($000) $1,794 Shares 70,186 Est. Cost $23.30 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,716 Shares 22,390 Est. Cost $56.49 Unrealized +0.7%
BNDX VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF 0.5%
Value ($000) $1,695 Shares 29,581 Est. Cost $54.56 Unrealized
ACWV ISHARE EDGE MSCI MIN VOL GLOBAL ETF FORMERLY ISHARES MSCI ALL COUNTRY WORLD 0.5%
Value ($000) $1,657 Shares 17,986 Est. Cost $90.37 Unrealized
TIP ISHARES TIPS BOND ETF 0.5%
Value ($000) $1,649 Shares 14,280 Est. Cost $113.27 Unrealized
BA BOEING CO 0.5%
Value ($000) $1,647 Shares 4,525 Est. Cost $286.94 Unrealized +24.5%
IWR ISHARES TR RUS MIDCAP ETF 0.4%
Value ($000) $1,501 Shares 26,863 Est. Cost $89.45 Unrealized
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC 0.4%
Value ($000) $1,474 Shares 30,046 Est. Cost $48.14 Unrealized
INDA ISHARES TRUST MSCI INDIA INDEX FD 0.4%
Value ($000) $1,450 Shares 41,083 Est. Cost $36.99 Unrealized
SPLV INVESCO SP 500 LOW VOLATILITY ETF 0.4%
Value ($000) $1,447 Shares 26,300 Est. Cost $51.21 Unrealized
JNJ JOHNSON JOHNSON 0.4%
Value ($000) $1,435 Shares 10,304 Est. Cost $110.98 Unrealized +3.4%
FEZ SPDR INDEX SHS FDS EURO STOXX 50 ETF 0.4%
Value ($000) $1,390 Shares 36,291 Est. Cost $41.79 Unrealized
CFO VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF 0.4%
Value ($000) $1,379 Shares 28,200 Est. Cost $46.80 Unrealized
XME SPDR SER TR SP METALS MNG ETF 0.4%
Value ($000) $1,351 Shares 47,607 Est. Cost $36.41 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 0.4%
Value ($000) $1,242 Shares 28,399 Est. Cost $41.53 Unrealized
MRK MERCK CO INC NEW COM 0.3%
Value ($000) $1,210 Shares 14,435 Est. Cost $45.49 Unrealized +36.6%
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 0.3%
Value ($000) $1,201 Shares 11,009 Est. Cost $116.63 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.3%
Value ($000) $1,196 Shares 28,679 Est. Cost $43.18 Unrealized
CSCO CISCO SYS INC COM 0.3%
Value ($000) $1,186 Shares 21,667 Est. Cost $30.30 Unrealized +49.1%
ADBE ADOBE SYS INC 0.3%
Value ($000) $1,173 Shares 3,980 Est. Cost $207.20 Unrealized +34.0%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,155 Shares 8,268 Est. Cost $101.64 Unrealized +25.9%
XLF SECTOR SPDR TR SHS BEN INT FINANCIAL 0.3%
Value ($000) $1,153 Shares 41,761 Est. Cost $29.12 Unrealized
EWC ISHARES MSCI CANADA ETF 0.3%
Value ($000) $1,127 Shares 39,392 Est. Cost $30.03 Unrealized
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,110 Shares 15,810 Est. Cost $68.38 Unrealized
GXC SPDR INDEX SHS FDS SP CHINA ETF 0.3%
Value ($000) $1,084 Shares 11,345 Est. Cost $90.10 Unrealized
HD HOME DEPOT INC COM 0.3%
Value ($000) $1,068 Shares 5,135 Est. Cost $148.35 Unrealized +14.3%
INTC INTEL CORP 0.3%
Value ($000) $1,055 Shares 22,034 Est. Cost $39.24 Unrealized +9.8%
VDC VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER STAPLES VIPERS 0.3%
Value ($000) $1,055 Shares 7,089 Est. Cost $138.99 Unrealized
META FACEBOOK INC COM USD0.000006 CL A 0.3%
Value ($000) $1,055 Shares 5,464 Est. Cost $174.27 Unrealized +4.1%
KRE SPDR SER TR SP REGL BKG ETF 0.3%
Value ($000) $1,054 Shares 19,722 Est. Cost $62.54 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.3%
Value ($000) $1,050 Shares 14,456 Est. Cost $71.17 Unrealized
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $1,024 Shares 3,871 Est. Cost $171.96 Unrealized +40.4%
VOO VANGUARD INDEX FDS SP 500 ETF NEW 0.3%
Value ($000) $1,017 Shares 3,780 Est. Cost $254.50 Unrealized
XLV SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06242002 0.3%
Value ($000) $1,015 Shares 10,955 Est. Cost $88.50 Unrealized
CDC VICTORY PORTFOLIOS II CEMP US EQ INCOM 0.3%
Value ($000) $950 Shares 20,858 Est. Cost $44.62 Unrealized
CWB SPDR SERIES TRUST BLMBRG BRC CNVRT 0.3%
Value ($000) $920 Shares 17,397 Est. Cost $52.42 Unrealized
FLOT ISHARES TRUST FLOATING RATE BD ETF 0.3%
Value ($000) $899 Shares 17,655 Est. Cost $50.79 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $889 Shares 8,106 Est. Cost $71.05 Unrealized +27.4%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $883 Shares 7,715 Est. Cost $83.13 Unrealized +33.0%
SCHO SCHWAB SHORT TERM US TREA 0.2%
Value ($000) $879 Shares 17,381 Est. Cost $50.12 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $868 Shares 5,120 Est. Cost $186.60 Unrealized
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $846 Shares 29,186 Est. Cost $23.27 Unrealized +5.3%
MO ALTRIA GROUP INC 0.2%
Value ($000) $808 Shares 17,065 Est. Cost $35.42 Unrealized -12.7%
INTU INTUIT INCORPORATED COM 0.2%
Value ($000) $806 Shares 3,082 Est. Cost $211.34 Unrealized +15.2%
MGC VANGUARD WORLD FD MEGA CAP 300 INDEX ETF 0.2%
Value ($000) $790 Shares 7,804 Est. Cost $97.30 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $782 Shares 2,151 Est. Cost $254.05 Unrealized +10.1%
PFE PFIZER INC 0.2%
Value ($000) $757 Shares 17,467 Est. Cost $26.48 Unrealized +10.4%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $756 Shares 8,988 Est. Cost $56.93 Unrealized +23.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $732 Shares 3,523 Est. Cost $145.51 Unrealized +16.7%
EUFN ISHARES TRUST MSCI EUROPE FINANCIALS ISIN US4642891802 SEDOL B633900 0.2%
Value ($000) $703 Shares 38,757 Est. Cost $21.79 Unrealized
CTBI COMMUNITY TRUST BANCORPORATION 0.2%
Value ($000) $698 Shares 16,500 Est. Cost $35.09 Unrealized -9.8%
IBM INTL BUSINESS MACH 0.2%
Value ($000) $687 Shares 4,981 Est. Cost $97.78 Unrealized +0.9%
RAVI FLEXSHARES TRUST READY ACCESS VAR 0.2%
Value ($000) $687 Shares 9,064 Est. Cost $75.46 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.2%
Value ($000) $678 Shares 13,454 Est. Cost $50.23 Unrealized
ABBV ABBVIE INC COM USD0.01 0.2%
Value ($000) $675 Shares 9,287 Est. Cost $68.59 Unrealized -13.4%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $669 Shares 617 Est. Cost $53.28 Unrealized +7.8%
F FORD MTR CO DEL COM 0.2%
Value ($000) $667 Shares 65,247 Est. Cost $7.71 Unrealized -7.8%
BP BP PLC SPONSORED ADR 0.2%
Value ($000) $666 Shares 15,981 Est. Cost $43.29 Unrealized
JPST JPMORGAN ULTRASHORT INCOME 0.2%
Value ($000) $606 Shares 12,017 Est. Cost $50.28 Unrealized
SBUX STARBUCKS CORP COM USD0.001 0.2%
Value ($000) $604 Shares 7,201 Est. Cost $63.03 Unrealized +7.8%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $601 Shares 555 Est. Cost $51.18 Unrealized +11.9%
VRSN VERISIGN INC 0.2%
Value ($000) $600 Shares 2,867 Est. Cost $139.46 Unrealized +39.6%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.2%
Value ($000) $594 Shares 3,560 Est. Cost $137.94 Unrealized 0.0%
KO COCA COLA CO 0.2%
Value ($000) $592 Shares 11,626 Est. Cost $36.36 Unrealized +9.8%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.2%
Value ($000) $591 Shares 9,438 Est. Cost $59.54 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $589 Shares 56,079 Est. Cost $15.08 Unrealized
NKE NIKE INC CLASS B 0.2%
Value ($000) $589 Shares 7,018 Est. Cost $66.83 Unrealized +15.3%
VNQ VANGUARD INDEX FDS VANGUARD REIT ETF FORMERLY VANGUARD INDEX TR TO 052401 REIT VIPER SHS 0.2%
Value ($000) $588 Shares 6,728 Est. Cost $81.68 Unrealized
XMLV INVESCO SP MIDCAP LOW VOLATILITY ETF 0.2%
Value ($000) $581 Shares 11,323 Est. Cost $49.72 Unrealized
EDOG ALPS EMERGING SECTOR DIVIDEND DOGS 0.2%
Value ($000) $581 Shares 26,637 Est. Cost $21.49 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.2%
Value ($000) $576 Shares 2,165 Est. Cost $260.10 Unrealized
MMM 3M COMPANY 0.2%
Value ($000) $573 Shares 3,302 Est. Cost $138.98 Unrealized -13.2%
FCBC FIRST COMMUNITY BANCSHARES INC NEV 0.2%
Value ($000) $571 Shares 16,900 Est. Cost $20.54 Unrealized +18.6%
AWK AMERICAN WTR WKS CO INC NEW COM 0.2%
Value ($000) $570 Shares 4,915 Est. Cost $97.49 Unrealized 0.0%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $569 Shares 3,366 Est. Cost $129.62 Unrealized +14.0%
IVW ISHARES SP 500 GROWTH ETF 0.2%
Value ($000) $568 Shares 3,171 Est. Cost $172.56 Unrealized
JNK SPDR SERIES TRUST BLOOMBERG BRCLYS 0.2%
Value ($000) $555 Shares 5,093 Est. Cost $108.97 Unrealized
LUV SOUTHWEST AIRLNS CO 0.2%
Value ($000) $553 Shares 10,895 Est. Cost $52.15 Unrealized -8.8%
MKC MCCORMICK CO INC COM NON VTG 0.2%
Value ($000) $550 Shares 3,546 Est. Cost $59.95 Unrealized +13.1%
GRMN GARMIN LTD SHS ISINCH0114405324 0.2%
Value ($000) $537 Shares 6,733 Est. Cost $70.24 Unrealized 0.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $527 Shares 4,661 Est. Cost $109.57 Unrealized
GLAXOSMITHKLINE ADR EACH CNV INTO 2 ORD GBP0.25 0.1%
Value ($000) $527 Shares 13,160 Est. Cost $39.13 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $521 Shares 6,012 Est. Cost $52.12 Unrealized +30.0%
MAIN MAIN STREET CAPITAL CORP COM 0.1%
Value ($000) $516 Shares 12,537 Est. Cost $40.06 Unrealized -0.6%
POWERSHARES DWA TCTL SCTR ROTA TION ETF 0.1%
Value ($000) $513 Shares 16,404 Est. Cost $30.27 Unrealized
FV FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF 0.1%
Value ($000) $513 Shares 16,875 Est. Cost $29.71 Unrealized
WFC WELLS FARGO COMPANY COM USD1.666 0.1%
Value ($000) $510 Shares 10,772 Est. Cost $40.08 Unrealized -2.5%
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $506 Shares 2,074 Est. Cost $201.79 Unrealized +6.8%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $506 Shares 7,485 Est. Cost $55.99 Unrealized -9.2%
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $501 Shares 4,027 Est. Cost $117.40 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.1%
Value ($000) $500 Shares 8,508 Est. Cost $41.11 Unrealized +15.7%
SUB ISHARES SHORTTERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $494 Shares 4,632 Est. Cost $104.94 Unrealized
XSLV INVESCO SP SMALLCALL LOW VOLATILITY ETF 0.1%
Value ($000) $493 Shares 10,278 Est. Cost $48.33 Unrealized
NFLX NETFLIX COM INC COM 0.1%
Value ($000) $493 Shares 1,341 Est. Cost $23.05 Unrealized +56.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $491 Shares 2,813 Est. Cost $122.51 Unrealized +13.2%
CELGENE CORP 0.1%
Value ($000) $488 Shares 5,277 Est. Cost $100.58 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS 0.1%
Value ($000) $474 Shares 5,423 Est. Cost $88.71 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $467 Shares 3,563 Est. Cost $90.13 Unrealized +16.2%
XLU SECTOR SPDR TR SHS BEN INT UTILITIES 0.1%
Value ($000) $467 Shares 7,832 Est. Cost $51.90 Unrealized
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 0.1%
Value ($000) $462 Shares 2,826 Est. Cost $156.27 Unrealized
WMT WALMART STORES INC COM 0.1%
Value ($000) $462 Shares 4,180 Est. Cost $29.52 Unrealized +6.0%
DHR DANAHER CORP COM USD0.01 0.1%
Value ($000) $458 Shares 3,205 Est. Cost $114.95 Unrealized 0.0%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK 0.1%
Value ($000) $453 Shares 1,439 Est. Cost $303.01 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $453 Shares 2,211 Est. Cost $39.65 Unrealized +5.4%
AEP AMERICAN ELEC PWR CO 0.1%
Value ($000) $438 Shares 4,971 Est. Cost $58.81 Unrealized +16.0%
FIRST TR ISE CHINDIA INDEX FD 0.1%
Value ($000) $431 Shares 11,978 Est. Cost $41.03 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $430 Shares 3,723 Est. Cost $89.67 Unrealized +8.4%
CMCSA COMCAST CORP 4.25 15 Oct 0.1%
Value ($000) $428 Shares 14,980 Est. Cost $33.39 Unrealized +6.4%
BOND PIMCO ETF TRUST TOTAL RETURN ACTIVE EXCHTRADED FUND 0.1%
Value ($000) $420 Shares 3,908 Est. Cost $105.23 Unrealized
FCG First Trust Natural Gas ETF 0.1%
Value ($000) $418 Shares 28,859 Est. Cost $20.92 Unrealized
XLK SECTOR SPDR TR SHS BEN INT TECHNOLOGY 0.1%
Value ($000) $417 Shares 5,348 Est. Cost $72.99 Unrealized
MDT MEDTRONIC PLC USD0.0001 0.1%
Value ($000) $415 Shares 4,263 Est. Cost $67.51 Unrealized +12.9%
GLD SPDR GOLD TR GOLD SHS 0.1%
Value ($000) $412 Shares 3,092 Est. Cost $127.28 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.1%
Value ($000) $412 Shares 13,879 Est. Cost $29.69 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $410 Shares 2,391 Est. Cost $132.12 Unrealized +4.6%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $406 Shares 5,359 Est. Cost $57.84 Unrealized 0.0%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $403 Shares 4,048 Est. Cost $99.10 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $402 Shares 3,624 Est. Cost $109.75 Unrealized
PUI INVESCO DYNAMIC UTILITIES ETF 0.1%
Value ($000) $401 Shares 12,352 Est. Cost $30.46 Unrealized
VTIP VANGUARD MALVERN FDS SHORTTERM INFLATION PROTECTED SECS INDEX FD ETF SHS 0.1%
Value ($000) $396 Shares 8,020 Est. Cost $48.48 Unrealized
DXJ WISDOMTREE TRUST JAPAN HEDGE EQT 0.1%
Value ($000) $392 Shares 8,041 Est. Cost $57.41 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $388 Shares 8,559 Est. Cost $45.84 Unrealized -21.2%
SPYD SPDR SER TR SP500 HIGH DIV 0.1%
Value ($000) $385 Shares 10,118 Est. Cost $38.05 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $381 Shares 2,322 Est. Cost $5.01 Unrealized -17.8%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $381 Shares 2,027 Est. Cost $117.58 Unrealized +34.5%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $381 Shares 1,439 Est. Cost $201.18 Unrealized +12.6%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $378 Shares 5,397 Est. Cost $54.75 Unrealized -3.4%
PPA INVESCO AERO DEFENSE 0.1%
Value ($000) $378 Shares 5,817 Est. Cost $58.28 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $377 Shares 3,706 Est. Cost $81.43 Unrealized +2.5%
COP CONOCOPHILLIPS 0.1%
Value ($000) $374 Shares 6,130 Est. Cost $45.46 Unrealized +8.3%
INVESCO BULLETSHARES 2020 CORP BOND ETF 0.1%
Value ($000) $371 Shares 17,435 Est. Cost $21.28 Unrealized
NUVEEN NJ DIV ADVANTAGE MUN FD COM 0.1%
Value ($000) $370 Shares 26,264 Est. Cost $13.51 Unrealized
FXI ISHARES CHINA LARGE CAP ETF 0.1%
Value ($000) $367 Shares 8,577 Est. Cost $39.57 Unrealized
VIOO VANGUARD SP SMALLCAP 600 ETF 0.1%
Value ($000) $365 Shares 2,552 Est. Cost $143.19 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.1%
Value ($000) $362 Shares 981 Est. Cost $24.19 Unrealized +4.7%
CSX C S X CORP 0.1%
Value ($000) $361 Shares 4,670 Est. Cost $19.89 Unrealized +18.4%
IBUY AMPLIFY ETF TR AMPLIFY ONLINE RETAIL ETF 0.1%
Value ($000) $360 Shares 7,305 Est. Cost $51.39 Unrealized
VNLA JANUS HENDERSON SHORT DURATI 0.1%
Value ($000) $359 Shares 7,184 Est. Cost $50.12 Unrealized
PNQI INVESCO NASDAQ INTERNET ETF 0.1%
Value ($000) $355 Shares 2,594 Est. Cost $136.15 Unrealized
RMD RESMED INC 0.1%
Value ($000) $354 Shares 2,901 Est. Cost $97.99 Unrealized +6.7%
OEF ISHARES SP 100 ETF 0.1%
Value ($000) $352 Shares 2,717 Est. Cost $125.22 Unrealized
GS GOLDMAN SACHS GROUP 6.300 0.1%
Value ($000) $351 Shares 2,109 Est. Cost $180.99 Unrealized -6.6%
IJR ISHARES CORE SP SMALLCAP ETF 0.1%
Value ($000) $350 Shares 4,476 Est. Cost $80.34 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $347 Shares 2,548 Est. Cost $112.64 Unrealized +1.8%
WIP SPDR SER TR DB INTL GOVT INFLATION PROTECTED 0.1%
Value ($000) $331 Shares 5,952 Est. Cost $52.84 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $330 Shares 2,171 Est. Cost $131.01 Unrealized +18.2%
UNITED TECHNOLOGIES CORP COM USD1 0.1%
Value ($000) $328 Shares 2,517 Est. Cost $129.12 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $326 Shares 1,770 Est. Cost $139.62 Unrealized +4.7%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $325 Shares 4,143 Est. Cost $56.34 Unrealized +3.4%
GLW CORNING INC 0.1%
Value ($000) $323 Shares 9,709 Est. Cost $26.96 Unrealized -1.3%
KNCT INVESCO DYNAMIC NETWORKINGETF 0.1%
Value ($000) $323 Shares 5,518 Est. Cost $56.72 Unrealized
EMLC VANECK VECTORS ETF TR JP MORGAN MKTS 0.1%
Value ($000) $318 Shares 9,168 Est. Cost $34.69 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW ISIN US26441C2044 SEDOL B7JZSK0 0.1%
Value ($000) $317 Shares 3,586 Est. Cost $67.21 Unrealized +0.8%
EXC EXELON CORP 0.1%
Value ($000) $314 Shares 6,556 Est. Cost $25.74 Unrealized +8.5%
LOW LOWES COS INC COM 0.1%
Value ($000) $312 Shares 3,090 Est. Cost $88.62 Unrealized +5.5%
ORCL ORACLE CORP COM 0.1%
Value ($000) $304 Shares 5,337 Est. Cost $46.23 Unrealized +6.3%
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.1%
Value ($000) $301 Shares 8,502 Est. Cost $34.93 Unrealized
CFA VICTORYSHARES US 500 VOLATILITY WTD ETF 0.1%
Value ($000) $299 Shares 5,695 Est. Cost $50.55 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $299 Shares 1,520 Est. Cost $175.18 Unrealized 0.0%
PNC PNC FINL SVCS GROUP 0.1%
Value ($000) $294 Shares 2,142 Est. Cost $98.87 Unrealized +5.3%
HYG ISHARES TR IBOXX HI YD ETF 0.1%
Value ($000) $294 Shares 3,368 Est. Cost $86.81 Unrealized
TD TORONTODOMINION BANK COM NPV ISIN CA8911605092 SEDOL 2897222 0.1%
Value ($000) $293 Shares 5,029 Est. Cost $55.33 Unrealized +1.7%
DON WISDOMTREE TR MIDCAP DIVID FD 0.1%
Value ($000) $289 Shares 7,993 Est. Cost $35.83 Unrealized
DBEF DBX ETF TRUST XTRACKERS MSCI EAFE HDG EQUITY FUND 0.1%
Value ($000) $289 Shares 9,158 Est. Cost $32.89 Unrealized
IMCB ISHARES MORNINGSTAR MIDCAP ET F 0.1%
Value ($000) $288 Shares 1,483 Est. Cost $194.20 Unrealized
GWW WW GRAINGER INC 0.1%
Value ($000) $282 Shares 1,050 Est. Cost $184.63 Unrealized +39.5%
A AGILENT TECH INC 0.1%
Value ($000) $276 Shares 3,694 Est. Cost $63.58 Unrealized +11.2%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.1%
Value ($000) $276 Shares 4,559 Est. Cost $58.40 Unrealized
MU MICRON TECHNOLOGY 0.1%
Value ($000) $271 Shares 7,034 Est. Cost $37.18 Unrealized 0.0%
XYZ SQUARE INC CL A 0.1%
Value ($000) $270 Shares 3,728 Est. Cost $59.02 Unrealized +18.4%
DD DU PONT E I DE NEMOURS CO 0.1%
Value ($000) $269 Shares 3,578 Est. Cost $27.24 Unrealized 0.0%
IGSB ISHARES TR 13 YR CR BD ETF 0.1%
Value ($000) $269 Shares 5,033 Est. Cost $51.76 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $265 Shares 1,539 Est. Cost $166.97 Unrealized
EMB ISHARES TR JP MOR EM MK ETF 0.1%
Value ($000) $257 Shares 2,272 Est. Cost $113.12 Unrealized
FS INVT CORP COM 0.1%
Value ($000) $255 Shares 42,857 Est. Cost $6.01 Unrealized
DGRO ISHARES TRUST CORE DIVID GWTH 0.1%
Value ($000) $255 Shares 6,675 Est. Cost $36.85 Unrealized
VICTORYSHARES US DISCOVERY ENHANCED VOLATILITY WTD ETF 0.1%
Value ($000) $253 Shares 6,692 Est. Cost $39.52 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $253 Shares 5,784 Est. Cost $35.00 Unrealized +3.6%
WTMF WISDOMTREE TR MANAGED FUTURES 0.1%
Value ($000) $252 Shares 6,658 Est. Cost $40.33 Unrealized
OKE ONEOK INC 0.1%
Value ($000) $252 Shares 3,656 Est. Cost $43.86 Unrealized 0.0%
SPYG SPDR SERIES TRUST SP 500 GROWTH ETF 0.1%
Value ($000) $250 Shares 6,459 Est. Cost $37.38 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $248 Shares 3,019 Est. Cost $60.66 Unrealized +14.7%
FDL FIRST TRUST MORN DVD LEAD IN 0.1%
Value ($000) $248 Shares 8,093 Est. Cost $30.11 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $247 Shares 4,465 Est. Cost $41.35 Unrealized 0.0%
CERNER CORP 0.1%
Value ($000) $246 Shares 3,362 Est. Cost $73.17 Unrealized
VIG VANGUARD SPECIALIZED PORTFOLIOS DIV APPRECIATION INDEX FD VIPER SHS 0.1%
Value ($000) $243 Shares 2,113 Est. Cost $102.66 Unrealized
INVESCO BULLETSHARES 2022 HI YIELD CORP BOND ETF 0.1%
Value ($000) $243 Shares 9,896 Est. Cost $24.56 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $242 Shares 9,295 Est. Cost $26.04 Unrealized
HDV ISHARES TRUST ISHARES CORE HIGH DIVIDEND 0.1%
Value ($000) $242 Shares 2,556 Est. Cost $93.39 Unrealized
TBF PROSHARES TR SHORT 20 YR TREASURY 0.1%
Value ($000) $241 Shares 11,805 Est. Cost $22.43 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $241 Shares 2,886 Est. Cost $60.20 Unrealized +7.9%
RAYTHEON CO COM NEW 0.1%
Value ($000) $240 Shares 1,381 Est. Cost $182.51 Unrealized
NUE NUCOR CORP COM 0.1%
Value ($000) $239 Shares 4,333 Est. Cost $49.05 Unrealized -2.5%
MDLZ MONDELEZ INTL INC COM 0.1%
Value ($000) $238 Shares 4,415 Est. Cost $39.05 Unrealized +12.9%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $238 Shares 4,370 Est. Cost $43.57 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $236 Shares 7,590 Est. Cost $46.03 Unrealized -50.4%
ICVT ISHARES TR CONVERTIBLE BOND ETF 0.1%
Value ($000) $232 Shares 3,892 Est. Cost $59.61 Unrealized
DHS WISDOMTREE TR HIGH DIVID FD 0.1%
Value ($000) $229 Shares 3,151 Est. Cost $71.71 Unrealized
ETN EATON CORP PLC COM 0.1%
Value ($000) $228 Shares 2,743 Est. Cost $66.48 Unrealized +7.4%
INVESCO BULLETSHARES 2020 HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $226 Shares 9,392 Est. Cost $24.11 Unrealized
SPHD INVESCO SP 500 HIGH DIVID LOW VOLATILITY ETF 0.1%
Value ($000) $225 Shares 5,337 Est. Cost $42.16 Unrealized
ITA ISHARES TR U.S. AERDEF ETF 0.1%
Value ($000) $223 Shares 1,042 Est. Cost $199.41 Unrealized
PIE POWERSHARES DWA EMRG MKTS MOME NTUM PORT 0.1%
Value ($000) $223 Shares 12,587 Est. Cost $18.74 Unrealized
PDP INVESCO DWA MOMENTUM ETF 0.1%
Value ($000) $220 Shares 3,655 Est. Cost $60.19 Unrealized
SDOG ALPS ETF TRUST SECTOR DIVIDEND DOGS 0.1%
Value ($000) $220 Shares 5,067 Est. Cost $42.82 Unrealized
SLYV SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF 0.1%
Value ($000) $219 Shares 3,612 Est. Cost $60.63 Unrealized
NOBL PROSHARES TRUST SP 500 DIVID ARISTOCRATS ETF 0.1%
Value ($000) $217 Shares 3,127 Est. Cost $67.70 Unrealized
ULTA ULTA SALON COSMETCS FRAG INC COM 0.1%
Value ($000) $217 Shares 624 Est. Cost $302.42 Unrealized +14.3%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $216 Shares 2,313 Est. Cost $71.93 Unrealized -4.8%
SHOP SHOPIFY INC NPV SUBORDINATED A ISIN CA82509L1076 SEDOL BX865C7 0.1%
Value ($000) $216 Shares 719 Est. Cost $26.03 Unrealized 0.0%
PIZ INVESCO DWA DEVEL MKTS MOMENTUM ETF 0.1%
Value ($000) $216 Shares 7,992 Est. Cost $27.45 Unrealized
ETR ENTERGY CORP NEW 0.1%
Value ($000) $214 Shares 2,078 Est. Cost $38.36 Unrealized 0.0%
BALL BALL CORP 0.1%
Value ($000) $213 Shares 3,041 Est. Cost $57.58 Unrealized 0.0%
YUM YUM BRANDS INC 0.1%
Value ($000) $212 Shares 1,916 Est. Cost $91.91 Unrealized 0.0%
UPS UNITED PARCEL SVC INC CL B 0.1%
Value ($000) $211 Shares 2,041 Est. Cost $80.97 Unrealized -1.0%
CPRT COPART INC COM 0.1%
Value ($000) $211 Shares 2,821 Est. Cost $17.16 Unrealized 0.0%
LLY LILLY ELI CO COM NPV 0.1%
Value ($000) $211 Shares 1,903 Est. Cost $86.16 Unrealized +25.4%
MAR MARRIOTT INTL INC CL A 0.1%
Value ($000) $210 Shares 1,498 Est. Cost $126.24 Unrealized 0.0%
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $210 Shares 1,052 Est. Cost $173.34 Unrealized 0.0%
SCHA SCHWAB STRATEGIC TR US SMALLCAP ETF 0.1%
Value ($000) $210 Shares 2,944 Est. Cost $71.33 Unrealized
SDY SPDR SER TR SP DIVID ETF 0.1%
Value ($000) $209 Shares 2,074 Est. Cost $100.77 Unrealized
D DOMINION RESOURCES INC VA NEW 0.1%
Value ($000) $209 Shares 2,697 Est. Cost $56.85 Unrealized 0.0%
GSBC GREAT STHERN BANCORP INC 0.1%
Value ($000) $209 Shares 3,499 Est. Cost $56.87 Unrealized 0.0%
VICTORYSHARES DEVELOPED ENHANCED VOLATILITY WTD ETF 0.1%
Value ($000) $208 Shares 6,501 Est. Cost $31.66 Unrealized
DRI DARDEN RESTAURANTS 0.1%
Value ($000) $208 Shares 1,706 Est. Cost $99.00 Unrealized 0.0%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $205 Shares 1,839 Est. Cost $108.33 Unrealized
MET METLIFE INC 5.625 PFD SE 0.1%
Value ($000) $205 Shares 4,845 Est. Cost $37.59 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $204 Shares 6,703 Est. Cost $28.53 Unrealized 0.0%
CTSH COGNIZANT TECH SOLUTIONS CORP 0.1%
Value ($000) $204 Shares 3,218 Est. Cost $59.41 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $202 Shares 2,661 Est. Cost $45.74 Unrealized +37.1%
SCHG SCHWAB STRATEGIC TR US LARGE CAP GROWTH ETF 0.1%
Value ($000) $201 Shares 2,412 Est. Cost $83.33 Unrealized
ALPS ETF TR ALERIAN MLP ETF 0.1%
Value ($000) $201 Shares 20,428 Est. Cost $9.84 Unrealized
NUVEEN DOW 30 DYNAMIC OVERWRITE FD COM USD0.001 0.1%
Value ($000) $193 Shares 10,971 Est. Cost $18.03 Unrealized
TEMPLETON EMERG MKTS INCOME FD COM 0.1%
Value ($000) $184 Shares 17,989 Est. Cost $10.17 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $177 Shares 12,618 Est. Cost $13.55 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $172 Shares 11,492 Est. Cost $11.05 Unrealized +10.9%
AURORA CANNABIS INC 0.0%
Value ($000) $143 Shares 18,225 Est. Cost $8.95 Unrealized
BCS BARCLAYS PLC ADREACH CV INTO 4 ORD STK GBP0.25 JPM 0.0%
Value ($000) $134 Shares 17,621 Est. Cost $8.60 Unrealized
XHIEX MILLERHOWARD HIGH INCOME EQUITY FUND 0.0%
Value ($000) $118 Shares 10,590 Est. Cost $11.33 Unrealized
PUTNAM MANAGED MUN INCOME TR 0.0%
Value ($000) $104 Shares 13,683 Est. Cost $7.31 Unrealized
LA JOLLA PHARMACEUTICAL CO COM PAR $.0001 2 0.0%
Value ($000) $100 Shares 10,800 Est. Cost $9.26 Unrealized
VIRNETX HLDG CORP COM 0.0%
Value ($000) $89 Shares 14,400 Est. Cost $3.86 Unrealized
WESTERN ASSET HIGH INCOME FD INC 0.0%
Value ($000) $82 Shares 10,864 Est. Cost $7.36 Unrealized
TEMPLETON GLOBAL INCOME FUND INC 0.0%
Value ($000) $77 Shares 12,035 Est. Cost $6.32 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $66 Shares 11,793 Est. Cost $6.72 Unrealized
ENERGOUS CORP COM 0.0%
Value ($000) $44 Shares 10,000 Est. Cost $4.40 Unrealized