CALTON & ASSOCIATES, INC. Diversified Active

CIK: 0000822648 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 30, 2020

Total Value ($000): $403,979 (100.0% shares, 0.0% debt)

Holdings (305)

IWF ISHARES RUSSELL 1000 GROWTH ETF 7.0%
Value ($000) $28,381 Shares 188,390 Est. Cost $147.33 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 5.8%
Value ($000) $23,570 Shares 237,649 Est. Cost $127.98 Unrealized
EFA ISHARES MSCI EAFE ETF 5.0%
Value ($000) $20,320 Shares 380,096 Est. Cost $71.61 Unrealized
SHV ISHARES TR BARCLAYS SHORT TREAS BD FD 4.0%
Value ($000) $16,228 Shares 146,169 Est. Cost $110.64 Unrealized
IJH ISHARES CORE SP MID-CAP ETF 3.6%
Value ($000) $14,410 Shares 100,169 Est. Cost $196.80 Unrealized
IWM ISHARES RUSSELL 2000 ETF 2.7%
Value ($000) $10,973 Shares 95,863 Est. Cost $158.94 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2.7%
Value ($000) $10,757 Shares 93,242 Est. Cost $109.92 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 2.5%
Value ($000) $10,136 Shares 187,663 Est. Cost $62.50 Unrealized
QQQ INVESCO QQQ TRUST SERIES 2.4%
Value ($000) $9,594 Shares 50,389 Est. Cost $182.85 Unrealized
IUSB ISHARES TRUST CORE TOTAL USD B OND MRKT ETF 2.3%
Value ($000) $9,175 Shares 174,755 Est. Cost $52.50 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $8,535 Shares 33,564 Est. Cost $42.29 Unrealized +68.0%
SPY SPDR SP 500 ETF TRUST UNIT SER 1 SP 2.0%
Value ($000) $7,887 Shares 30,597 Est. Cost $284.95 Unrealized
ITOT ISHARES CORE SP TOTAL US STOCK MARKET ETF 1.5%
Value ($000) $5,885 Shares 102,860 Est. Cost $57.21 Unrealized
SRLN SPDR BLACKSTONEGSO SENIOR LOAN 1.3%
Value ($000) $5,186 Shares 129,608 Est. Cost $47.16 Unrealized
ALLERGAN PLC. COM USD0.0001 1.1%
Value ($000) $4,310 Shares 24,338 Est. Cost $183.91 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $4,292 Shares 27,215 Est. Cost $85.88 Unrealized +82.0%
XLV SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06242002 1.0%
Value ($000) $3,842 Shares 43,369 Est. Cost $95.83 Unrealized
IVV ISHARES CORE SP 500 ETF 1.0%
Value ($000) $3,839 Shares 14,856 Est. Cost $293.18 Unrealized
FLRN SPDR SER TR BLOMBERG BRC INV 0.9%
Value ($000) $3,732 Shares 126,928 Est. Cost $30.63 Unrealized
VFH VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS 0.9%
Value ($000) $3,730 Shares 73,541 Est. Cost $72.78 Unrealized
SCHX SCHWAB STRATEGIC TR 0.9%
Value ($000) $3,668 Shares 59,893 Est. Cost $70.95 Unrealized
BOND PIMCO ETF TRUST TOTAL RETURN ACTIVE EXCH-TRADED FUND 0.8%
Value ($000) $3,433 Shares 32,333 Est. Cost $108.41 Unrealized
MDY SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP 0.8%
Value ($000) $3,276 Shares 12,461 Est. Cost $328.98 Unrealized
NHC NATIONAL HEALTHCARE CORP 0.8%
Value ($000) $3,268 Shares 45,564 Est. Cost $63.81 Unrealized +24.0%
FVD FIRST TR VALUE LINE DIVID INDEX FD SHS 0.8%
Value ($000) $3,170 Shares 114,508 Est. Cost $35.03 Unrealized
TIP ISHARES TIPS BOND ETF 0.8%
Value ($000) $3,100 Shares 26,291 Est. Cost $114.73 Unrealized
PFF ISHARES TR U.S. PFD STK ETF 0.8%
Value ($000) $3,080 Shares 96,734 Est. Cost $37.75 Unrealized
SPLV INVESCO SP 500 LOW VOLATILITY ETF 0.7%
Value ($000) $2,935 Shares 62,544 Est. Cost $51.95 Unrealized
XLK SECTOR SPDR TR SHS BEN INT TECHNOLOGY 0.7%
Value ($000) $2,809 Shares 34,950 Est. Cost $85.79 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.7%
Value ($000) $2,794 Shares 22,998 Est. Cost $116.85 Unrealized
BSV VANGUARD BD INDEX FD INC SHORT TERM BD ETF 0.7%
Value ($000) $2,713 Shares 33,016 Est. Cost $79.34 Unrealized
BNDX VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF 0.7%
Value ($000) $2,698 Shares 47,961 Est. Cost $55.39 Unrealized
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC 0.7%
Value ($000) $2,646 Shares 55,168 Est. Cost $48.34 Unrealized
VOOG VANGUARD SP 500 GRW ETF 0.6%
Value ($000) $2,563 Shares 17,219 Est. Cost $167.29 Unrealized
VDC VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER STAPLES VIPERS 0.6%
Value ($000) $2,553 Shares 18,521 Est. Cost $150.92 Unrealized
T ATT INC COM USD1 0.6%
Value ($000) $2,425 Shares 83,192 Est. Cost $15.36 Unrealized +18.3%
AMZN AMAZON.COM INC 0.6%
Value ($000) $2,403 Shares 1,232 Est. Cost $61.99 Unrealized +56.1%
VHT VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS 0.6%
Value ($000) $2,392 Shares 14,404 Est. Cost $168.36 Unrealized
FTSM FIRST TRUST FIRST TR ENH NEW E TF 0.6%
Value ($000) $2,234 Shares 37,841 Est. Cost $60.04 Unrealized
BND VANGUARD BD INDEX FD INC TOTAL BD MARKET ETF 0.6%
Value ($000) $2,222 Shares 26,031 Est. Cost $82.66 Unrealized
DBEF DBX ETF TRUST X-TRACKERS MSCI EAFE HDG EQUITY FUND 0.5%
Value ($000) $2,143 Shares 79,980 Est. Cost $32.55 Unrealized
VWO VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $2,102 Shares 62,638 Est. Cost $46.75 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 0.5%
Value ($000) $2,059 Shares 33,184 Est. Cost $72.21 Unrealized
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $1,990 Shares 37,032 Est. Cost $33.95 Unrealized +20.8%
IXUS ISHARES CORE INTL STOCK ETF 0.5%
Value ($000) $1,970 Shares 41,914 Est. Cost $58.34 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET ETF 0.5%
Value ($000) $1,961 Shares 58,818 Est. Cost $41.01 Unrealized
IVW ISHARES SP 500 GROWTH ETF 0.5%
Value ($000) $1,909 Shares 11,563 Est. Cost $178.03 Unrealized
SHY ISHARES TR BARCLAYS 1-3 YR TREAS BD FD 0.5%
Value ($000) $1,873 Shares 21,609 Est. Cost $86.68 Unrealized
ACWV ISHARE EDGE MSCI MIN VOL GLOBAL ETF FORMERLY ISHARES MSCI ALL COUNTRY WORLD 0.5%
Value ($000) $1,820 Shares 22,656 Est. Cost $92.26 Unrealized
XMLV INVESCO SP MIDCAP LOW VOLATILITY ETF 0.4%
Value ($000) $1,758 Shares 44,154 Est. Cost $50.97 Unrealized
JNJ JOHNSON JOHNSON 0.4%
Value ($000) $1,754 Shares 13,375 Est. Cost $112.05 Unrealized +7.2%
JPM JPMORGAN CHASE CO 4.203 0.4%
Value ($000) $1,695 Shares 23,770 Est. Cost $86.40 Unrealized +19.9%
PZA INVESCO NAT AMT-FREE MUNI BOND ETF 0.4%
Value ($000) $1,648 Shares 63,866 Est. Cost $26.52 Unrealized
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.4%
Value ($000) $1,625 Shares 70,539 Est. Cost $23.38 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value ($000) $1,586 Shares 8,674 Est. Cost $197.66 Unrealized +7.5%
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 0.4%
Value ($000) $1,437 Shares 9,172 Est. Cost $163.37 Unrealized
CFO VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF 0.3%
Value ($000) $1,404 Shares 30,091 Est. Cost $47.17 Unrealized
MGC VANGUARD WORLD FD MEGA CAP 300 INDEX ETF 0.3%
Value ($000) $1,388 Shares 15,267 Est. Cost $98.54 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $1,296 Shares 37,972 Est. Cost $49.81 Unrealized
IUSG ISHARES CORE SP US GROWTH ETF 0.3%
Value ($000) $1,270 Shares 22,247 Est. Cost $57.09 Unrealized
HD HOME DEPOT INC COM 0.3%
Value ($000) $1,268 Shares 6,789 Est. Cost $159.28 Unrealized +19.4%
VPU VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS 0.3%
Value ($000) $1,235 Shares 10,127 Est. Cost $143.14 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $1,215 Shares 12,578 Est. Cost $118.04 Unrealized +4.6%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $1,197 Shares 16,518 Est. Cost $86.57 Unrealized -12.2%
SCHO SCHWAB SHORT TERM US TREA 0.3%
Value ($000) $1,150 Shares 22,225 Est. Cost $50.21 Unrealized
IWR ISHARES TR RUS MID-CAP ETF 0.3%
Value ($000) $1,117 Shares 25,870 Est. Cost $89.45 Unrealized
XSLV INVESCO SP SMALLCALL LOW VOLATILITY ETF 0.3%
Value ($000) $1,117 Shares 33,720 Est. Cost $48.76 Unrealized
MRK MERCK CO INC NEW COM 0.3%
Value ($000) $1,111 Shares 14,435 Est. Cost $47.33 Unrealized +37.5%
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 0.3%
Value ($000) $1,101 Shares 10,220 Est. Cost $116.11 Unrealized
V VISA INC COM CL A 0.3%
Value ($000) $1,076 Shares 6,677 Est. Cost $121.07 Unrealized +49.2%
VOO VANGUARD INDEX FDS SP 500 ETF NEW 0.3%
Value ($000) $1,051 Shares 4,436 Est. Cost $272.48 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $1,045 Shares 8,463 Est. Cost $123.60 Unrealized
SPYD SPDR SER TR SP500 HIGH DIV 0.3%
Value ($000) $1,016 Shares 41,306 Est. Cost $34.88 Unrealized
VNQ VANGUARD INDEX FDS VANGUARD REIT ETF FORMERLY VANGUARD INDEX TR TO 052401 REIT VIPER SHS 0.3%
Value ($000) $1,014 Shares 14,513 Est. Cost $86.49 Unrealized
JNK SPDR SERIES TRUST BLOOMBERG BRCLYS 0.3%
Value ($000) $1,012 Shares 10,680 Est. Cost $105.10 Unrealized
FEZ SPDR INDEX SHS FDS EURO STOXX 50 ETF 0.3%
Value ($000) $1,010 Shares 34,242 Est. Cost $41.41 Unrealized
INDA ISHARES TRUST MSCI INDIA INDEX FD 0.2%
Value ($000) $1,004 Shares 41,658 Est. Cost $36.76 Unrealized
CDC VICTORY PORTFOLIOS II CEMP US EQ INCOM 0.2%
Value ($000) $998 Shares 24,104 Est. Cost $45.00 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.2%
Value ($000) $963 Shares 8,522 Est. Cost $111.69 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $954 Shares 17,633 Est. Cost $39.24 Unrealized +33.4%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.2%
Value ($000) $948 Shares 23,428 Est. Cost $40.46 Unrealized
CWB SPDR SERIES TRUST BLMBRG BRC CNVRT 0.2%
Value ($000) $945 Shares 19,737 Est. Cost $52.56 Unrealized
IMMUNOMEDICS INC 0.2%
Value ($000) $919 Shares 68,150 Est. Cost $18.91 Unrealized
BA BOEING CO 0.2%
Value ($000) $914 Shares 6,128 Est. Cost $286.82 Unrealized -4.9%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $906 Shares 8,240 Est. Cost $72.74 Unrealized +42.7%
SLYV SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF 0.2%
Value ($000) $906 Shares 22,167 Est. Cost $53.91 Unrealized
VDE VANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS 0.2%
Value ($000) $877 Shares 22,949 Est. Cost $102.53 Unrealized
SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF 0.2%
Value ($000) $869 Shares 27,618 Est. Cost $39.21 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMEDIATE TERM BD ETF 0.2%
Value ($000) $867 Shares 9,703 Est. Cost $87.49 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $855 Shares 735 Est. Cost $55.54 Unrealized +21.1%
TLT ISHARES TR 20 YR TR BD ETF 0.2%
Value ($000) $845 Shares 5,121 Est. Cost $165.01 Unrealized
WMT WAL-MART STORES INC COM 0.2%
Value ($000) $838 Shares 7,376 Est. Cost $32.60 Unrealized +8.5%
FLOT ISHARES TRUST FLOATING RATE BD ETF 0.2%
Value ($000) $826 Shares 16,944 Est. Cost $50.92 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $813 Shares 5,489 Est. Cost $133.36 Unrealized
XLF SECTOR SPDR TR SHS BEN INT FINANCIAL 0.2%
Value ($000) $810 Shares 38,904 Est. Cost $29.18 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $808 Shares 21,285 Est. Cost $55.39 Unrealized -24.0%
IVE ISHARES SP 500 VALUE ETF 0.2%
Value ($000) $801 Shares 8,319 Est. Cost $111.22 Unrealized
HYMB SPDR SERIES TRUST NUVEEN SP HIGH YLD MUN B ETF 0.2%
Value ($000) $788 Shares 14,401 Est. Cost $58.53 Unrealized
META FACEBOOK INC COM USD0.000006 CL A 0.2%
Value ($000) $779 Shares 4,672 Est. Cost $175.55 Unrealized +10.8%
KRE SPDR SER TR SP REGL BKG ETF 0.2%
Value ($000) $776 Shares 23,824 Est. Cost $59.20 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $774 Shares 23,716 Est. Cost $26.57 Unrealized -2.8%
ADBE ADOBE SYS INC 0.2%
Value ($000) $767 Shares 2,409 Est. Cost $207.20 Unrealized +65.1%
ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL #B0SF3S5 0.2%
Value ($000) $763 Shares 50,614 Est. Cost $15.07 Unrealized
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 0.2%
Value ($000) $755 Shares 9,550 Est. Cost $81.06 Unrealized
ABBV ABBVIE INC COM USD0.01 0.2%
Value ($000) $748 Shares 9,814 Est. Cost $67.57 Unrealized -0.6%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $747 Shares 642 Est. Cost $52.45 Unrealized +28.4%
MCD MCDONALDS CORP 0.2%
Value ($000) $717 Shares 4,334 Est. Cost $151.69 Unrealized +13.3%
IBM INTL BUSINESS MACH 0.2%
Value ($000) $695 Shares 6,269 Est. Cost $98.19 Unrealized +0.1%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 0.2%
Value ($000) $693 Shares 15,437 Est. Cost $44.41 Unrealized -0.6%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $693 Shares 2,043 Est. Cost $258.89 Unrealized +29.4%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $688 Shares 2,847 Est. Cost $173.77 Unrealized +65.6%
EWC ISHARES MSCI CANADA ETF 0.2%
Value ($000) $673 Shares 30,816 Est. Cost $30.03 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $671 Shares 3,451 Est. Cost $188.43 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $666 Shares 2,526 Est. Cost $4.90 Unrealized +28.3%
MDYG SPDR SER TR DJ WILSHIRE MID CAP GROWTH ETF 0.2%
Value ($000) $629 Shares 14,693 Est. Cost $53.72 Unrealized
ITA ISHARES TR U.S. AERDEF ETF 0.2%
Value ($000) $628 Shares 4,363 Est. Cost $196.23 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.2%
Value ($000) $627 Shares 12,718 Est. Cost $50.23 Unrealized
CTBI COMMUNITY TRUST BANCORPORATION 0.2%
Value ($000) $622 Shares 19,560 Est. Cost $34.84 Unrealized -9.1%
XME SPDR SER TR SP METALS MNG ETF 0.2%
Value ($000) $619 Shares 38,372 Est. Cost $36.41 Unrealized
NOBL PROSHARES TRUST SP 500 DIVID ARISTOCRATS ETF 0.2%
Value ($000) $617 Shares 10,693 Est. Cost $73.17 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 0.2%
Value ($000) $608 Shares 25,788 Est. Cost $41.53 Unrealized
WIP SPDR SER TR DB INTL GOVT INFLATION- PROTECTED 0.1%
Value ($000) $603 Shares 12,350 Est. Cost $53.28 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $597 Shares 10,707 Est. Cost $45.59 Unrealized +6.5%
VTIP VANGUARD MALVERN FDS SHORT-TERM INFLATION PROTECTED SECS INDEX FD ETF SHS 0.1%
Value ($000) $591 Shares 12,120 Est. Cost $48.70 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $581 Shares 6,251 Est. Cost $57.67 Unrealized +64.7%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $581 Shares 14,771 Est. Cost $30.41 Unrealized +20.6%
INVESCO BULLETSHARES 2020 CORP BOND ETF 0.1%
Value ($000) $576 Shares 27,414 Est. Cost $21.26 Unrealized
EDOG ALPS EMERGING SECTOR DIVIDEND DOGS 0.1%
Value ($000) $575 Shares 38,224 Est. Cost $21.01 Unrealized
AEP AMERICAN ELEC PWR CO 0.1%
Value ($000) $570 Shares 7,129 Est. Cost $63.62 Unrealized +20.3%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $569 Shares 26,823 Est. Cost $23.43 Unrealized +10.6%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $565 Shares 7,159 Est. Cost $56.93 Unrealized +32.3%
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.1%
Value ($000) $559 Shares 2,549 Est. Cost $265.89 Unrealized
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $558 Shares 7,132 Est. Cost $59.62 Unrealized +18.5%
BX BLACKSTONE GROUP LP COM UNIT LTD 0.1%
Value ($000) $544 Shares 11,947 Est. Cost $39.46 Unrealized +14.7%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $543 Shares 1,903 Est. Cost $217.58 Unrealized +27.7%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $541 Shares 7,241 Est. Cost $55.13 Unrealized -0.4%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $537 Shares 5,611 Est. Cost $83.78 Unrealized +31.5%
KO COCA COLA CO 0.1%
Value ($000) $530 Shares 11,978 Est. Cost $36.81 Unrealized +22.2%
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.1%
Value ($000) $516 Shares 6,383 Est. Cost $69.10 Unrealized +5.2%
PDP INVESCO DWA MOMENTUM ETF 0.1%
Value ($000) $510 Shares 9,449 Est. Cost $61.05 Unrealized
XLU SECTOR SPDR TR SHS BEN INT UTILITIES 0.1%
Value ($000) $502 Shares 9,059 Est. Cost $53.83 Unrealized
FXI ISHARES CHINA LARGE CAP ETF 0.1%
Value ($000) $477 Shares 12,707 Est. Cost $40.09 Unrealized
ILCG ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF 0.1%
Value ($000) $475 Shares 2,558 Est. Cost $187.96 Unrealized
IGSB ISHARES TR 1-3 YR CR BD ETF 0.1%
Value ($000) $460 Shares 8,789 Est. Cost $52.34 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $458 Shares 6,225 Est. Cost $99.76 Unrealized
NFLX NETFLIX COM INC COM 0.1%
Value ($000) $453 Shares 1,207 Est. Cost $24.76 Unrealized +42.9%
GLAXOSMITHKLINE ADR EACH CNV INTO 2 ORD GBP0.25 0.1%
Value ($000) $448 Shares 11,833 Est. Cost $39.13 Unrealized
IJR ISHARES CORE SP SMALL-CAP ETF 0.1%
Value ($000) $448 Shares 7,975 Est. Cost $79.54 Unrealized
LLY LILLY ELI CO COM NPV 0.1%
Value ($000) $442 Shares 3,186 Est. Cost $97.71 Unrealized +31.2%
MU MICRON TECHNOLOGY 0.1%
Value ($000) $442 Shares 10,507 Est. Cost $40.35 Unrealized +25.7%
RAVI FLEXSHARES TRUST READY ACCESS VAR 0.1%
Value ($000) $437 Shares 5,892 Est. Cost $75.54 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $434 Shares 3,616 Est. Cost $92.66 Unrealized +21.7%
WFC WELLS FARGO COMPANY COM USD1.666 0.1%
Value ($000) $431 Shares 15,026 Est. Cost $40.47 Unrealized -9.5%
IJT ISHARES SP SMALLCAP GROWTH ETF 0.1%
Value ($000) $430 Shares 3,120 Est. Cost $179.84 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $427 Shares 1,772 Est. Cost $42.11 Unrealized +28.9%
KXI ISHARES TR SP GLOBAL CONSUMER STAPLES INDEX 0.1%
Value ($000) $423 Shares 8,845 Est. Cost $55.45 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $419 Shares 7,732 Est. Cost $43.85 Unrealized +15.1%
DGRW WISDOMTREE TR US QUALITY DIVID GROWTH FD 0.1%
Value ($000) $415 Shares 10,662 Est. Cost $42.84 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $413 Shares 3,087 Est. Cost $126.29 Unrealized +8.1%
INVESCO BULLETSHARES 2022 HI YIELD CORP BOND ETF 0.1%
Value ($000) $406 Shares 18,725 Est. Cost $24.14 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $403 Shares 10,420 Est. Cost $35.42 Unrealized -22.2%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $402 Shares 17,916 Est. Cost $25.66 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME 0.1%
Value ($000) $401 Shares 8,082 Est. Cost $50.29 Unrealized
IYLD ISHARES TRUST ISHARES MORNINGSTAR MULTI ASSET INCOME 0.1%
Value ($000) $398 Shares 19,897 Est. Cost $24.85 Unrealized
XLI SELECT SECTOR SPDR TR INDL 0.1%
Value ($000) $396 Shares 6,714 Est. Cost $78.62 Unrealized
DFEB FIRST TR EXCHANGE ETF 0.1%
Value ($000) $395 Shares 14,355 Est. Cost $27.52 Unrealized
AMT AMERICAN TOWER CORPORATION 0.1%
Value ($000) $395 Shares 1,812 Est. Cost $183.82 Unrealized +7.3%
FCBC FIRST COMMUNITY BANCSHARES INC NEV 0.1%
Value ($000) $394 Shares 16,900 Est. Cost $20.54 Unrealized -0.7%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.1%
Value ($000) $391 Shares 8,064 Est. Cost $59.54 Unrealized
UPS UNITED PARCEL SVC INC CL B 0.1%
Value ($000) $387 Shares 4,139 Est. Cost $82.33 Unrealized -0.5%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $387 Shares 3,636 Est. Cost $105.27 Unrealized
EUFN ISHARES TRUST MSCI EUROPE FINANCIALS ISIN #US4642891802 SEDOL #B633900 0.1%
Value ($000) $385 Shares 30,765 Est. Cost $21.79 Unrealized
SPEM SPDR PRTFOLIO EMERGING MARKETS ETF 0.1%
Value ($000) $382 Shares 13,411 Est. Cost $35.32 Unrealized
FPX FIRST TR US IPO INDEX FD SHS 0.1%
Value ($000) $380 Shares 6,038 Est. Cost $76.42 Unrealized
SHOP SHOPIFY INC NPV SUBORDINATED A ISIN #CA82509L1076 SEDOL #BX865C7 0.1%
Value ($000) $379 Shares 908 Est. Cost $35.06 Unrealized +28.6%
INVESCO BULLETSHARES 2020 HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $370 Shares 16,106 Est. Cost $23.68 Unrealized
SPTL SPDR LONG TERM TREASURY ETF 0.1%
Value ($000) $367 Shares 7,760 Est. Cost $38.86 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $367 Shares 46,260 Est. Cost $15.08 Unrealized
DXJ WISDOMTREE TRUST JAPAN HEDGE EQT 0.1%
Value ($000) $364 Shares 8,625 Est. Cost $56.96 Unrealized
CEL SCI CORP COM PAR $0.01 0.1%
Value ($000) $364 Shares 31,500 Est. Cost $9.58 Unrealized
LMBS FIRST TRUST FST LOW OPPT EFT E TF 0.1%
Value ($000) $364 Shares 7,137 Est. Cost $51.00 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 0.1%
Value ($000) $363 Shares 4,708 Est. Cost $84.33 Unrealized
INTU INTUIT INCORPORATED COM 0.1%
Value ($000) $362 Shares 1,573 Est. Cost $223.34 Unrealized +16.8%
IEI ISHARES TR BARCLAYS 3-7 YR TREAS BD FD 0.1%
Value ($000) $361 Shares 2,709 Est. Cost $124.30 Unrealized
VIS VANGUARD SECTOR INDEX FDS VANGUARD INDLS VIPERS 0.1%
Value ($000) $352 Shares 3,186 Est. Cost $140.85 Unrealized
NOC NORTHROP GRUMMAN CORP HOLDING CO 0.1%
Value ($000) $349 Shares 1,153 Est. Cost $318.31 Unrealized -0.9%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $348 Shares 3,907 Est. Cost $112.66 Unrealized
D DOMINION RESOURCES INC VA NEW 0.1%
Value ($000) $346 Shares 4,799 Est. Cost $57.69 Unrealized +9.4%
LUV SOUTHWEST AIRLNS CO 0.1%
Value ($000) $346 Shares 9,718 Est. Cost $52.15 Unrealized -11.8%
MDT MEDTRONIC PLC USD0.0001 0.1%
Value ($000) $344 Shares 3,818 Est. Cost $72.50 Unrealized +24.4%
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.1%
Value ($000) $339 Shares 8,183 Est. Cost $47.88 Unrealized
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $338 Shares 2,314 Est. Cost $168.32 Unrealized -2.8%
F FORD MTR CO DEL COM 0.1%
Value ($000) $335 Shares 69,306 Est. Cost $7.54 Unrealized -25.0%
MTUM ISHARES TRUST MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $334 Shares 3,137 Est. Cost $125.62 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $330 Shares 2,292 Est. Cost $142.70 Unrealized +18.7%
FS INVT CORP COM 0.1%
Value ($000) $323 Shares 107,826 Est. Cost $5.03 Unrealized
BDX BECTON DICKINSON CO 0.1%
Value ($000) $319 Shares 1,387 Est. Cost $223.55 Unrealized +0.6%
MMM 3M COMPANY 0.1%
Value ($000) $316 Shares 2,312 Est. Cost $138.98 Unrealized -23.8%
DGRO ISHARES TRUST CORE DIVID GWTH 0.1%
Value ($000) $313 Shares 9,592 Est. Cost $35.96 Unrealized
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $313 Shares 5,193 Est. Cost $51.88 Unrealized +4.6%
GIS GENERAL MILLS INC 0.1%
Value ($000) $312 Shares 5,911 Est. Cost $42.80 Unrealized +1.2%
IYK ISHARES U S CONSUMER GOODS ETF 0.1%
Value ($000) $311 Shares 2,876 Est. Cost $108.14 Unrealized
FIRST TR ISE CHINDIA INDEX FD 0.1%
Value ($000) $306 Shares 9,789 Est. Cost $41.03 Unrealized
VGIT VANGUARD INTERM-TERM GOVT BD 0.1%
Value ($000) $304 Shares 4,302 Est. Cost $67.34 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $302 Shares 3,291 Est. Cost $83.18 Unrealized +13.3%
VIG VANGUARD SPECIALIZED PORTFOLIOS DIV APPRECIATION INDEX FD VIPER SHS 0.1%
Value ($000) $301 Shares 2,913 Est. Cost $110.98 Unrealized
MGK VANGUARD WORLD FD MEGA CAP GROWTH ETF 0.1%
Value ($000) $299 Shares 2,355 Est. Cost $126.96 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS 0.1%
Value ($000) $299 Shares 4,229 Est. Cost $87.42 Unrealized
SCHA SCHWAB STRATEGIC TR US SMALL-CAP ETF 0.1%
Value ($000) $298 Shares 5,781 Est. Cost $68.44 Unrealized
RMD RESMED INC 0.1%
Value ($000) $295 Shares 2,001 Est. Cost $97.99 Unrealized +54.6%
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $294 Shares 5,681 Est. Cost $51.75 Unrealized
VGT VANGUARD SECTOR INDEX FDS VANGUARD INFORMATION TECHNOLOGY VIPERS 0.1%
Value ($000) $290 Shares 1,369 Est. Cost $214.70 Unrealized
SDY SPDR SER TR SP DIVID ETF 0.1%
Value ($000) $289 Shares 3,620 Est. Cost $102.45 Unrealized
DON WISDOMTREE TR MIDCAP DIVID FD 0.1%
Value ($000) $288 Shares 11,933 Est. Cost $34.50 Unrealized
QQEW FIRST TRUST NASDAQ 100 EQUAL W EIGHT INDEX 0.1%
Value ($000) $286 Shares 4,593 Est. Cost $73.83 Unrealized
ETR ENTERGY CORP NEW 0.1%
Value ($000) $283 Shares 3,011 Est. Cost $40.55 Unrealized +17.8%
GLOBAL BLOOD THERAPEUTICS INC COM 0.1%
Value ($000) $278 Shares 5,435 Est. Cost $66.83 Unrealized
MET METLIFE INC 5.625 PFD SE 0.1%
Value ($000) $276 Shares 9,897 Est. Cost $38.18 Unrealized -4.5%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.1%
Value ($000) $276 Shares 4,565 Est. Cost $58.40 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $272 Shares 2,346 Est. Cost $112.45 Unrealized +0.8%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $271 Shares 7,882 Est. Cost $33.52 Unrealized +7.5%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $269 Shares 2,042 Est. Cost $117.58 Unrealized +39.3%
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $269 Shares 1,875 Est. Cost $174.51 Unrealized -8.2%
EMLC VANECK VECTORS ETF TR JP MORGAN MKTS 0.1%
Value ($000) $265 Shares 9,325 Est. Cost $34.61 Unrealized
NKE NIKE INC CLASS B 0.1%
Value ($000) $263 Shares 3,173 Est. Cost $66.83 Unrealized +28.5%
CSX C S X CORP 0.1%
Value ($000) $263 Shares 4,589 Est. Cost $20.38 Unrealized +5.9%
A AGILENT TECH INC 0.1%
Value ($000) $263 Shares 3,668 Est. Cost $63.58 Unrealized +21.3%
AMGN AMGEN INC 0.1%
Value ($000) $261 Shares 1,288 Est. Cost $140.14 Unrealized +30.0%
GWW WW GRAINGER INC 0.1%
Value ($000) $261 Shares 1,050 Est. Cost $184.63 Unrealized +49.2%
IBUY AMPLIFY ETF TR AMPLIFY ONLINE RETAIL ETF 0.1%
Value ($000) $260 Shares 6,274 Est. Cost $51.00 Unrealized
CFA VICTORYSHARES US 500 VOLATILITY WTD ETF 0.1%
Value ($000) $252 Shares 5,934 Est. Cost $50.97 Unrealized
QGRO AMERICAN CENTY ETF TR 0.1%
Value ($000) $249 Shares 6,659 Est. Cost $44.95 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $247 Shares 2,062 Est. Cost $100.25 Unrealized +15.2%
EMB ISHARES TR JP MOR EM MK ETF 0.1%
Value ($000) $247 Shares 2,549 Est. Cost $113.35 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $245 Shares 2,647 Est. Cost $91.08 Unrealized +14.4%
BLACKROCK INC 0.1%
Value ($000) $244 Shares 553 Est. Cost $449.13 Unrealized
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $242 Shares 2,424 Est. Cost $103.51 Unrealized -1.8%
LOW LOWES COS INC COM 0.1%
Value ($000) $240 Shares 2,788 Est. Cost $89.22 Unrealized +10.1%
ETN EATON CORP PLC COM 0.1%
Value ($000) $240 Shares 3,094 Est. Cost $68.63 Unrealized +20.4%
VTEB VANGUARD TAX-EXEMPT BOND 0.1%
Value ($000) $238 Shares 4,498 Est. Cost $52.91 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $237 Shares 4,909 Est. Cost $46.36 Unrealized +2.5%
ED CONSOLIDATED EDISON HLDG CO INC 0.1%
Value ($000) $234 Shares 2,997 Est. Cost $71.77 Unrealized -1.3%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $234 Shares 3,209 Est. Cost $56.35 Unrealized +7.8%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $232 Shares 9,512 Est. Cost $43.29 Unrealized
IYW ISHARES US TECHNOLOGY ETF 0.1%
Value ($000) $231 Shares 1,128 Est. Cost $204.18 Unrealized
SPDW SPDR PRTFOLIO WORLD EX-US ETF 0.1%
Value ($000) $230 Shares 9,591 Est. Cost $29.50 Unrealized
SHM SPDR SER TR NUVEEN BLMBRG SR 0.1%
Value ($000) $228 Shares 4,669 Est. Cost $48.83 Unrealized
MGV VANGUARD WORLD FD MEGA CAP VALUE ETF 0.1%
Value ($000) $228 Shares 3,457 Est. Cost $65.95 Unrealized
DLS WISDOMTREE TR INTL SMALLCAP DIVID FD 0.1%
Value ($000) $227 Shares 4,720 Est. Cost $63.68 Unrealized
SPYG SPDR SERIES TRUST SP 500 GROWTH ETF 0.1%
Value ($000) $226 Shares 6,324 Est. Cost $37.50 Unrealized
FTS FORTIS INC COM 0.1%
Value ($000) $225 Shares 5,843 Est. Cost $32.74 Unrealized 0.0%
MAIN MAIN STREET CAPITAL CORP COM 0.1%
Value ($000) $224 Shares 10,908 Est. Cost $40.54 Unrealized -7.7%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $223 Shares 894 Est. Cost $206.65 Unrealized +20.8%
CMI CUMMINS INC 0.1%
Value ($000) $222 Shares 1,638 Est. Cost $132.12 Unrealized +2.0%
COF CAPITAL ONE FINANCIAL CO 0.1%
Value ($000) $221 Shares 6,346 Est. Cost $80.27 Unrealized -1.0%
HYGV FLEXSHARES HIGH YIELD VALUE 0.1%
Value ($000) $219 Shares 5,336 Est. Cost $48.61 Unrealized
IDU ISHARES TR DOW JONES U S UTILS SECTOR INDEX FD 0.1%
Value ($000) $217 Shares 1,574 Est. Cost $137.87 Unrealized
FDL FIRST TRUST MORN DVD LEAD IN 0.1%
Value ($000) $215 Shares 9,620 Est. Cost $30.39 Unrealized
TD TORONTO-DOMINION BANK COM NPV SEDOL #2897222 0.1%
Value ($000) $213 Shares 5,031 Est. Cost $55.46 Unrealized -7.5%
CDL VICTORYSHARES US LARGE CAP HIGH DIV VOLATILITY WTD ETF 0.1%
Value ($000) $213 Shares 6,056 Est. Cost $47.98 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $212 Shares 3,362 Est. Cost $62.52 Unrealized +7.8%
INVESCO BULLETSHARES 2021 HIGH YIELD CORP BOND ETF 0.1%
Value ($000) $212 Shares 9,578 Est. Cost $22.13 Unrealized
ACN ACCENTURE PLC CLS A USD0.0000225 0.1%
Value ($000) $210 Shares 1,288 Est. Cost $176.81 Unrealized +0.1%
IYR ISHARES DJ US REAL ESTATE 0.1%
Value ($000) $210 Shares 3,012 Est. Cost $93.56 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $208 Shares 5,642 Est. Cost $25.80 Unrealized -1.3%
UGI UGI CORP NEW 0.1%
Value ($000) $207 Shares 7,751 Est. Cost $37.88 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $205 Shares 3,447 Est. Cost $43.57 Unrealized +26.9%
AVGO BROADCOM INC 0.1%
Value ($000) $204 Shares 860 Est. Cost $25.82 Unrealized -6.0%
IYT ISHARES TRANSPORTATION AVERAGE ETF 0.1%
Value ($000) $203 Shares 1,467 Est. Cost $187.01 Unrealized
WTMF WISDOMTREE TR MANAGED FUTURES 0.0%
Value ($000) $200 Shares 5,523 Est. Cost $40.33 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $200 Shares 4,752 Est. Cost $57.35 Unrealized -5.5%
VST VISTRA ENERGY CORP 0.0%
Value ($000) $198 Shares 12,389 Est. Cost $17.77 Unrealized 0.0%
OMER OMEROS CORP COM 0.0%
Value ($000) $195 Shares 14,610 Est. Cost $16.21 Unrealized -17.9%
PEY INVESCO HIGH YIELD EQTY DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $182 Shares 14,077 Est. Cost $18.50 Unrealized
MRCC MONROE CAPITAL CORP 0.0%
Value ($000) $176 Shares 24,805 Est. Cost $4.97 Unrealized -2.3%
AXIA CENTRAIS ELETRICAS BRASILEIRAS 0.0%
Value ($000) $161 Shares 34,923 Est. Cost $4.61 Unrealized
RETROPHIN INC COM 0.0%
Value ($000) $158 Shares 10,833 Est. Cost $14.59 Unrealized
ARCC ARES CAP CORP COM 0.0%
Value ($000) $156 Shares 14,497 Est. Cost $10.04 Unrealized -4.7%
AES AES CORP 0.0%
Value ($000) $156 Shares 11,485 Est. Cost $14.48 Unrealized 0.0%
AQN ALGONQUIN POWER UTILITIES CORP 0.0%
Value ($000) $148 Shares 11,035 Est. Cost $10.76 Unrealized 0.0%
SOLAR SENIOR CAPITAL LTD 0.0%
Value ($000) $144 Shares 14,832 Est. Cost $9.71 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $142 Shares 18,608 Est. Cost $13.06 Unrealized 0.0%
TCPC TCP CAP CORP COM 0.0%
Value ($000) $128 Shares 20,497 Est. Cost $13.54 Unrealized -8.4%
NMFC NEW MTN FIN CORP COM 0.0%
Value ($000) $128 Shares 18,829 Est. Cost $6.40 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $125 Shares 12,920 Est. Cost $11.07 Unrealized -2.1%
FOLD AMICUS THERAPEUTICS INC 0.0%
Value ($000) $117 Shares 12,713 Est. Cost $10.62 Unrealized -10.5%
FULT FULTON FINL CORP PA 0.0%
Value ($000) $117 Shares 10,176 Est. Cost $13.02 Unrealized -8.8%
PUTNAM MANAGED MUN INCOME TR 0.0%
Value ($000) $99 Shares 13,683 Est. Cost $7.31 Unrealized
FCG First Trust Natural Gas ETF 0.0%
Value ($000) $92 Shares 22,097 Est. Cost $20.92 Unrealized
SPRINT CORPORATION COM USD0.01 0.0%
Value ($000) $91 Shares 10,584 Est. Cost $8.60 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $63 Shares 12,848 Est. Cost $4.90 Unrealized
XHIEX MILLERHOWARD HIGH INCOME EQUITY FUND 0.0%
Value ($000) $58 Shares 10,341 Est. Cost $5.61 Unrealized
VIRNETX HLDG CORP COM 0.0%
Value ($000) $55 Shares 10,100 Est. Cost $3.96 Unrealized
ANTARES PHARMA INC 0.0%
Value ($000) $48 Shares 20,500 Est. Cost $4.34 Unrealized
PENN VA CORP 0.0%
Value ($000) $46 Shares 14,847 Est. Cost $3.10 Unrealized
CRESCENT PT ENERGY CORP COM ISIN# CA22576C1014 0.0%
Value ($000) $44 Shares 57,118 Est. Cost $0.77 Unrealized
RTI BIOLOGICS INC COM 0.0%
Value ($000) $43 Shares 25,248 Est. Cost $1.70 Unrealized
DEL TACO RESTAURANTS INC 0.0%
Value ($000) $42 Shares 12,364 Est. Cost $3.40 Unrealized
OAKTREE SPECIALTY LENDING CORP COM 0.0%
Value ($000) $34 Shares 10,351 Est. Cost $3.28 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $33 Shares 10,100 Est. Cost $3.27 Unrealized
BGC PARTNERS INC CL A 0.0%
Value ($000) $26 Shares 10,420 Est. Cost $2.50 Unrealized
NEW YORK MTG TR INC COM PAR 0.0%
Value ($000) $25 Shares 16,188 Est. Cost $4.42 Unrealized
THERAPEUTICS MD INC 0.0%
Value ($000) $19 Shares 17,500 Est. Cost $1.09 Unrealized
PALATIN TECHNOLOGIES INC COM PAR $.01 0.0%
Value ($000) $14 Shares 34,119 Est. Cost $0.64 Unrealized
AURORA CANNABIS INC 0.0%
Value ($000) $14 Shares 15,850 Est. Cost $7.92 Unrealized