SVB WEALTH LLC Diversified Active

CIK: 0001626116 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 10, 2019

Total Value ($000): $2,977,306 (100.0% shares, 0.0% debt)

Holdings (523)

AAPL Apple 4.7%
Value ($000) $140,304 Shares 708,891 Est. Cost $25.17 Unrealized +85.2%
MSFT Microsoft 3.6%
Value ($000) $107,877 Shares 805,292 Est. Cost $40.07 Unrealized +198.3%
BRK/A Berkshire Hathaway A 2.7%
Value ($000) $79,269 Shares 249 Est. Cost $305231.84 Unrealized +1.9%
JPM JPMorgan Chase 2.1%
Value ($000) $61,492 Shares 550,020 Est. Cost $49.63 Unrealized +85.4%
IVV iShares Core S&P 500 2.0%
Value ($000) $59,127 Shares 200,600 Est. Cost $294.75 Unrealized
AMZN Amazon 1.9%
Value ($000) $56,154 Shares 29,654 Est. Cost $33.83 Unrealized +175.3%
V Visa 1.8%
Value ($000) $53,601 Shares 308,850 Est. Cost $66.52 Unrealized +135.0%
AVGO Broadcom Ltd 1.7%
Value ($000) $49,487 Shares 171,912 Est. Cost $20.37 Unrealized +19.7%
HD Home Depot 1.7%
Value ($000) $49,137 Shares 236,273 Est. Cost $81.60 Unrealized +107.8%
ABT Abbott Laboratories 1.6%
Value ($000) $47,830 Shares 568,722 Est. Cost $37.21 Unrealized +88.7%
GLNG Golar Lng Ltd 1.6%
Value ($000) $46,209 Shares 2,500,500 Est. Cost $26.44 Unrealized -35.1%
MRK Merck 1.5%
Value ($000) $43,706 Shares 521,237 Est. Cost $39.46 Unrealized +57.4%
ACN Accenture 1.3%
Value ($000) $39,082 Shares 211,518 Est. Cost $95.92 Unrealized +70.6%
RCL Royal Caribbean Cruises 1.3%
Value ($000) $38,893 Shares 320,871 Est. Cost $84.77 Unrealized +37.5%
UNP Union Pacific 1.3%
Value ($000) $38,714 Shares 228,932 Est. Cost $87.29 Unrealized +69.3%
JNJ Johnson & Johnson 1.2%
Value ($000) $35,391 Shares 254,099 Est. Cost $78.48 Unrealized +46.2%
MDT Medtronic 1.1%
Value ($000) $32,544 Shares 334,163 Est. Cost $56.06 Unrealized +35.9%
ABBV AbbVie 1.1%
Value ($000) $32,089 Shares 441,268 Est. Cost $41.46 Unrealized +43.2%
PG Procter & Gamble 1.1%
Value ($000) $31,728 Shares 289,357 Est. Cost $65.77 Unrealized +37.6%
ET Energy Transfer LP 1.0%
Value ($000) $31,010 Shares 2,202,382 Est. Cost $15.36 Unrealized
NEE Nextera Energy 1.0%
Value ($000) $30,803 Shares 150,362 Est. Cost $21.49 Unrealized +94.4%
ADP Automatic Data Proc 1.0%
Value ($000) $30,774 Shares 186,135 Est. Cost $66.86 Unrealized +110.9%
HON Honeywell International 1.0%
Value ($000) $28,631 Shares 163,990 Est. Cost $82.25 Unrealized +68.6%
PFE Pfizer 0.9%
Value ($000) $28,139 Shares 649,563 Est. Cost $18.17 Unrealized +60.8%
CVX Chevron 0.9%
Value ($000) $27,788 Shares 223,311 Est. Cost $73.12 Unrealized +23.4%
DIS Walt Disney 0.9%
Value ($000) $27,759 Shares 198,791 Est. Cost $94.55 Unrealized +35.4%
Raytheon 0.9%
Value ($000) $27,300 Shares 157,003 Est. Cost $115.26 Unrealized
GOOG Alphabet Class C 0.9%
Value ($000) $26,945 Shares 24,928 Est. Cost $36.63 Unrealized +56.3%
EFA iShares MSCI EAFE 0.9%
Value ($000) $26,843 Shares 408,378 Est. Cost $65.73 Unrealized
IWM iShares Russell 2000 Index 0.9%
Value ($000) $26,454 Shares 170,120 Est. Cost $155.50 Unrealized
SPY SPDR S&P 500 0.8%
Value ($000) $24,225 Shares 82,679 Est. Cost $293.00 Unrealized
APD Air Prod. & Chemical 0.8%
Value ($000) $24,211 Shares 106,954 Est. Cost $109.00 Unrealized +61.7%
T AT&T 0.8%
Value ($000) $23,401 Shares 698,334 Est. Cost $13.31 Unrealized +13.3%
Allergan 0.8%
Value ($000) $23,132 Shares 138,162 Est. Cost $191.28 Unrealized
KO Coca Cola 0.8%
Value ($000) $22,987 Shares 451,427 Est. Cost $31.31 Unrealized +27.5%
META Facebook 0.7%
Value ($000) $22,103 Shares 114,523 Est. Cost $109.93 Unrealized +65.1%
ACWX iShares MSCI ACWI Ex US 0.7%
Value ($000) $21,705 Shares 464,178 Est. Cost $46.76 Unrealized
BR Broadridge Financial Solutions 0.7%
Value ($000) $21,575 Shares 168,974 Est. Cost $62.56 Unrealized +71.8%
DHR Danaher 0.7%
Value ($000) $20,983 Shares 146,815 Est. Cost $35.55 Unrealized +223.4%
FIS Fidelity National Information 0.7%
Value ($000) $20,854 Shares 169,995 Est. Cost $80.36 Unrealized +28.5%
CB Chubb Limited 0.7%
Value ($000) $20,574 Shares 139,684 Est. Cost $98.53 Unrealized +31.3%
ICE Intercontinental Exchange Grou 0.7%
Value ($000) $20,508 Shares 238,634 Est. Cost $57.37 Unrealized +30.7%
MRSH Marsh & McLennan 0.7%
Value ($000) $19,824 Shares 198,736 Est. Cost $56.99 Unrealized +51.4%
INTC Intel 0.7%
Value ($000) $19,577 Shares 408,959 Est. Cost $26.63 Unrealized +61.8%
BA Boeing 0.6%
Value ($000) $18,846 Shares 51,774 Est. Cost $297.79 Unrealized +20.0%
GOOGL Alphabet Class A 0.6%
Value ($000) $18,454 Shares 17,043 Est. Cost $36.59 Unrealized +57.0%
VLO Valero Energy 0.6%
Value ($000) $18,160 Shares 212,122 Est. Cost $52.57 Unrealized +19.8%
CSCO Cisco Systems 0.6%
Value ($000) $17,953 Shares 328,029 Est. Cost $18.76 Unrealized +140.8%
BlackRock 0.6%
Value ($000) $17,622 Shares 37,550 Est. Cost $447.09 Unrealized
IJR iShares S&P SmallCap 600 Index 0.6%
Value ($000) $17,612 Shares 224,981 Est. Cost $78.28 Unrealized
XOM Exxon Mobil 0.6%
Value ($000) $17,553 Shares 229,063 Est. Cost $57.30 Unrealized -0.7%
URI United Rentals 0.6%
Value ($000) $16,983 Shares 128,045 Est. Cost $91.13 Unrealized +34.9%
AMP Ameriprise Financial 0.5%
Value ($000) $16,341 Shares 112,575 Est. Cost $118.69 Unrealized +8.1%
United Technologies 0.5%
Value ($000) $16,069 Shares 123,419 Est. Cost $115.03 Unrealized
ROST Ross Stores 0.5%
Value ($000) $15,743 Shares 158,829 Est. Cost $79.56 Unrealized +14.8%
Interpublic Group 0.5%
Value ($000) $14,419 Shares 638,285 Est. Cost $16.19 Unrealized +5.0%
CRM Salesforce.com 0.5%
Value ($000) $14,052 Shares 92,609 Est. Cost $119.78 Unrealized +29.3%
Option Care Inc. 0.5%
Value ($000) $13,980 Shares 1,974,626 Est. Cost $10.30 Unrealized
CME Cme Group Inc. Com 0.5%
Value ($000) $13,909 Shares 71,654 Est. Cost $127.70 Unrealized +13.1%
MCD McDonald's 0.5%
Value ($000) $13,898 Shares 66,928 Est. Cost $71.47 Unrealized +137.5%
EEM iShares MSCI Emerging Markets 0.5%
Value ($000) $13,724 Shares 319,834 Est. Cost $42.91 Unrealized
Iqvia Holdings 0.5%
Value ($000) $13,581 Shares 84,409 Est. Cost $99.77 Unrealized
AMGN Amgen 0.5%
Value ($000) $13,561 Shares 73,590 Est. Cost $115.51 Unrealized +26.6%
COST Costco Wholesale 0.4%
Value ($000) $13,230 Shares 50,066 Est. Cost $162.38 Unrealized +39.5%
ADBE Adobe Systems 0.4%
Value ($000) $12,764 Shares 43,319 Est. Cost $203.71 Unrealized +36.3%
TJX The TJX Companies 0.4%
Value ($000) $12,663 Shares 239,465 Est. Cost $36.59 Unrealized +33.0%
CSGP Costar Group Inc. 0.4%
Value ($000) $11,906 Shares 21,489 Est. Cost $36.53 Unrealized +39.9%
OXY Occidental Petroleum 0.4%
Value ($000) $11,647 Shares 231,647 Est. Cost $57.83 Unrealized -15.6%
Cerner 0.4%
Value ($000) $11,568 Shares 157,823 Est. Cost $64.66 Unrealized
ORCL Oracle 0.4%
Value ($000) $11,232 Shares 197,149 Est. Cost $38.06 Unrealized +29.2%
UNH UnitedHealth 0.4%
Value ($000) $11,085 Shares 45,427 Est. Cost $176.47 Unrealized +22.1%
ELV Anthem 0.4%
Value ($000) $10,860 Shares 38,482 Est. Cost $249.81 Unrealized 0.0%
LVS Las Vegas Sands 0.4%
Value ($000) $10,816 Shares 183,039 Est. Cost $55.52 Unrealized +0.8%
SCHW Charles Schwab 0.4%
Value ($000) $10,787 Shares 268,417 Est. Cost $31.01 Unrealized +27.9%
SCZ iShares MSCI Eafe Small Cap In 0.4%
Value ($000) $10,786 Shares 187,911 Est. Cost $57.40 Unrealized
FTEC Fidelity MSCI Information Tech 0.4%
Value ($000) $10,676 Shares 171,424 Est. Cost $62.28 Unrealized
WFC Wells Fargo 0.4%
Value ($000) $10,600 Shares 223,996 Est. Cost $39.02 Unrealized +0.2%
TYL Tyler Technologies 0.4%
Value ($000) $10,486 Shares 48,543 Est. Cost $197.95 Unrealized +9.6%
RWO Spdr DJ Global Real Estate 0.4%
Value ($000) $10,422 Shares 208,850 Est. Cost $49.90 Unrealized
GVI iShares Interm Govt/Credit Bon 0.3%
Value ($000) $10,239 Shares 91,191 Est. Cost $112.28 Unrealized
PFF iShares US Preferred Stock 0.3%
Value ($000) $9,973 Shares 270,613 Est. Cost $36.85 Unrealized
Walgreens Boots Alliance 0.3%
Value ($000) $9,915 Shares 181,358 Est. Cost $74.64 Unrealized
DVY iShares Select Dividend 0.3%
Value ($000) $9,895 Shares 99,388 Est. Cost $99.56 Unrealized
BRK/B Berkshire Hathaway B 0.3%
Value ($000) $9,878 Shares 46,341 Est. Cost $157.79 Unrealized +31.1%
Royal Dutch Shell B 0.3%
Value ($000) $9,859 Shares 149,961 Est. Cost $58.73 Unrealized
D Dominion Resources 0.3%
Value ($000) $9,648 Shares 124,775 Est. Cost $48.00 Unrealized +18.4%
SYK Stryker 0.3%
Value ($000) $9,644 Shares 46,909 Est. Cost $84.34 Unrealized +110.8%
SBUX Starbucks 0.3%
Value ($000) $9,634 Shares 114,929 Est. Cost $39.36 Unrealized +72.6%
iShares Core MSCI EAFE ETF 0.3%
Value ($000) $9,244 Shares 150,552 Est. Cost $61.40 Unrealized
PEP Pepsico 0.3%
Value ($000) $9,218 Shares 70,299 Est. Cost $68.61 Unrealized +52.7%
EL Estee Lauder 0.3%
Value ($000) $8,783 Shares 47,966 Est. Cost $124.64 Unrealized +25.9%
FNCL Fidelity MSCI Financials ETF 0.3%
Value ($000) $8,709 Shares 217,190 Est. Cost $40.10 Unrealized
VZ Verizon 0.3%
Value ($000) $8,616 Shares 150,798 Est. Cost $28.34 Unrealized +41.3%
WMT Walmart 0.3%
Value ($000) $8,474 Shares 76,691 Est. Cost $22.39 Unrealized +39.8%
IWF iShares Russell 1000 Growth 0.3%
Value ($000) $8,425 Shares 53,549 Est. Cost $157.33 Unrealized
VEA Vanguard FTSE Developed Market 0.3%
Value ($000) $8,201 Shares 196,624 Est. Cost $41.71 Unrealized
EA Electronic Arts, Inc. 0.3%
Value ($000) $8,008 Shares 79,085 Est. Cost $92.18 Unrealized +0.5%
CVS CVS Caremark 0.3%
Value ($000) $7,909 Shares 145,152 Est. Cost $61.81 Unrealized -29.5%
BKNG Booking Holdings 0.3%
Value ($000) $7,836 Shares 4,180 Est. Cost $1797.65 Unrealized -1.7%
PPG PPG Industries 0.3%
Value ($000) $7,709 Shares 66,054 Est. Cost $89.81 Unrealized +11.8%
IJH iShares Core S&P Mid-Cap 0.3%
Value ($000) $7,650 Shares 39,377 Est. Cost $194.28 Unrealized
MMM 3M 0.3%
Value ($000) $7,518 Shares 43,369 Est. Cost $89.68 Unrealized +34.5%
SPWH Sportsmans Warehouse Holdings 0.2%
Value ($000) $7,434 Shares 1,966,628 Est. Cost $4.86 Unrealized -12.5%
AJG Arthur J Gallagher 0.2%
Value ($000) $7,312 Shares 83,478 Est. Cost $37.62 Unrealized +104.1%
GILD Gilead Sciences 0.2%
Value ($000) $7,282 Shares 107,788 Est. Cost $67.37 Unrealized -24.6%
CMCSA Comcast 0.2%
Value ($000) $7,270 Shares 171,951 Est. Cost $32.02 Unrealized +11.0%
IBM IBM 0.2%
Value ($000) $7,259 Shares 52,640 Est. Cost $99.97 Unrealized -1.3%
ADI Analog Devices 0.2%
Value ($000) $7,237 Shares 64,115 Est. Cost $65.41 Unrealized +46.7%
TREX Trex Company Inc. 0.2%
Value ($000) $7,166 Shares 99,946 Est. Cost $33.89 Unrealized 0.0%
ECL Ecolab 0.2%
Value ($000) $6,986 Shares 35,384 Est. Cost $96.70 Unrealized +79.1%
VEU Vanguard FTSE All-World Ex-US 0.2%
Value ($000) $6,878 Shares 134,893 Est. Cost $50.99 Unrealized
IEMG iShares Core MSCI Emerging Mkt 0.2%
Value ($000) $6,869 Shares 133,530 Est. Cost $51.44 Unrealized
MLM Martin Marietta Materials 0.2%
Value ($000) $6,698 Shares 29,108 Est. Cost $197.34 Unrealized +4.7%
VNQ Vanguard REIT Index 0.2%
Value ($000) $6,573 Shares 75,200 Est. Cost $87.41 Unrealized
VTI Vanguard Total Stock Market ET 0.2%
Value ($000) $6,569 Shares 43,765 Est. Cost $150.10 Unrealized
SPDR Gold Trust 0.2%
Value ($000) $6,374 Shares 47,853 Est. Cost $133.20 Unrealized
SPDR S&P Midcap 400 0.2%
Value ($000) $6,367 Shares 17,957 Est. Cost $354.57 Unrealized
FDX FedEx 0.2%
Value ($000) $6,330 Shares 38,554 Est. Cost $137.74 Unrealized +12.4%
FHLC Fidelity MSCI Healthcare ETF 0.2%
Value ($000) $6,214 Shares 138,062 Est. Cost $45.01 Unrealized
FIDU Fidelity MSCI Industrials ETF 0.2%
Value ($000) $6,152 Shares 154,818 Est. Cost $39.74 Unrealized
IWN iShares Russell 2000 Value 0.2%
Value ($000) $6,101 Shares 50,628 Est. Cost $120.51 Unrealized
MCHP Microchip Tech 0.2%
Value ($000) $6,081 Shares 70,144 Est. Cost $27.08 Unrealized +44.8%
EOG EOG Resources 0.2%
Value ($000) $5,944 Shares 63,808 Est. Cost $65.63 Unrealized +7.2%
BSV Vanguard Short-Term Bond 0.2%
Value ($000) $5,656 Shares 70,235 Est. Cost $80.53 Unrealized
BAC Bank Of America 0.2%
Value ($000) $5,599 Shares 193,058 Est. Cost $20.88 Unrealized +17.3%
PIMCO Enhanced Short Maturity 0.2%
Value ($000) $5,598 Shares 55,018 Est. Cost $101.75 Unrealized
NKE Nike 0.2%
Value ($000) $5,478 Shares 65,254 Est. Cost $48.25 Unrealized +59.8%
CL Colgate-Palmolive 0.2%
Value ($000) $5,166 Shares 72,085 Est. Cost $52.19 Unrealized +16.6%
FCOM Fidelity MSCI Telecomm ETF 0.2%
Value ($000) $5,115 Shares 154,353 Est. Cost $33.14 Unrealized
Celgene 0.2%
Value ($000) $4,995 Shares 54,033 Est. Cost $111.83 Unrealized
WM Waste Management 0.2%
Value ($000) $4,887 Shares 42,352 Est. Cost $65.74 Unrealized +47.9%
Theratechnologies Inc 0.2%
Value ($000) $4,874 Shares 902,210 Est. Cost $6.09 Unrealized
BMY Bristol-Myers Squibb 0.2%
Value ($000) $4,779 Shares 105,381 Est. Cost $39.81 Unrealized -9.3%
BB&T 0.2%
Value ($000) $4,764 Shares 96,957 Est. Cost $38.76 Unrealized
AGG iShares Core US Bond Market 0.2%
Value ($000) $4,653 Shares 41,791 Est. Cost $111.34 Unrealized
VIG Vanguard Dividend Apprec ETF 0.2%
Value ($000) $4,629 Shares 40,193 Est. Cost $115.17 Unrealized
MA Mastercard 0.2%
Value ($000) $4,494 Shares 16,991 Est. Cost $77.54 Unrealized +211.3%
VB Vanguard Small Cap VIPERS 0.2%
Value ($000) $4,488 Shares 28,650 Est. Cost $156.65 Unrealized
IWD iShares Russell 1000 Value 0.1%
Value ($000) $4,384 Shares 34,459 Est. Cost $127.22 Unrealized
VFC V.F. Corp 0.1%
Value ($000) $4,013 Shares 45,939 Est. Cost $76.01 Unrealized +13.4%
General Electric 0.1%
Value ($000) $3,959 Shares 377,052 Est. Cost $25.59 Unrealized
SHM SPDR Nuveen Barclays Short Ter 0.1%
Value ($000) $3,864 Shares 78,965 Est. Cost $48.93 Unrealized
SYY Sysco 0.1%
Value ($000) $3,863 Shares 54,625 Est. Cost $50.49 Unrealized +17.9%
FDIS Fidelity MSCI Consumer Discret 0.1%
Value ($000) $3,766 Shares 82,384 Est. Cost $45.71 Unrealized
FMAT Fidelity MSCI Materials ETF 0.1%
Value ($000) $3,722 Shares 113,486 Est. Cost $32.80 Unrealized
FSTA Fidelity MSCI Consumer Staples 0.1%
Value ($000) $3,656 Shares 105,140 Est. Cost $34.77 Unrealized
AXP American Express 0.1%
Value ($000) $3,649 Shares 29,558 Est. Cost $77.21 Unrealized +39.2%
SWKS Skyworks Solutions 0.1%
Value ($000) $3,596 Shares 46,537 Est. Cost $67.45 Unrealized +0.4%
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $3,483 Shares 18,652 Est. Cost $186.74 Unrealized
XLK SPDR Technology Sector 0.1%
Value ($000) $3,471 Shares 44,479 Est. Cost $78.04 Unrealized
VWO Vanguard FTSE Emerging Markets 0.1%
Value ($000) $3,449 Shares 81,096 Est. Cost $42.53 Unrealized
TE Connectivity 0.1%
Value ($000) $3,396 Shares 35,455 Est. Cost $63.25 Unrealized
PGR Progressive Corp 0.1%
Value ($000) $3,391 Shares 42,425 Est. Cost $31.25 Unrealized +103.1%
PAYX Paychex 0.1%
Value ($000) $3,340 Shares 40,587 Est. Cost $36.89 Unrealized +88.6%
DAL Delta Air Lines Inc. New 0.1%
Value ($000) $3,277 Shares 57,739 Est. Cost $48.12 Unrealized +10.7%
L-3 Communications 0.1%
Value ($000) $3,197 Shares 13,041 Est. Cost $152.34 Unrealized
NTES Netease.Com Inc. 0.1%
Value ($000) $3,095 Shares 12,101 Est. Cost $263.57 Unrealized
NFLX Netflix 0.1%
Value ($000) $3,060 Shares 8,330 Est. Cost $16.71 Unrealized +116.0%
BDX Becton Dickinson 0.1%
Value ($000) $3,053 Shares 12,117 Est. Cost $114.50 Unrealized +83.2%
STT State Street Corp 0.1%
Value ($000) $3,041 Shares 54,247 Est. Cost $63.09 Unrealized -20.7%
AMT American Tower 0.1%
Value ($000) $2,991 Shares 14,628 Est. Cost $77.53 Unrealized +116.9%
ITW Illinois Tool Works 0.1%
Value ($000) $2,983 Shares 19,781 Est. Cost $70.08 Unrealized +83.5%
ISRG Intuitive Surgical 0.1%
Value ($000) $2,978 Shares 5,677 Est. Cost $117.76 Unrealized +45.5%
TROW T Rowe Price Group 0.1%
Value ($000) $2,943 Shares 26,827 Est. Cost $53.72 Unrealized +49.8%
ACWI iShares MSCI ACWI Index 0.1%
Value ($000) $2,900 Shares 39,341 Est. Cost $73.71 Unrealized
USB US Bancorp 0.1%
Value ($000) $2,887 Shares 55,097 Est. Cost $29.15 Unrealized +33.6%
FREL Fidelity Real Estate ETF 0.1%
Value ($000) $2,875 Shares 109,806 Est. Cost $26.18 Unrealized
PRU Prudential Financial 0.1%
Value ($000) $2,874 Shares 28,458 Est. Cost $64.97 Unrealized +10.0%
C Citigroup 0.1%
Value ($000) $2,796 Shares 39,922 Est. Cost $41.92 Unrealized +26.2%
ROP Roper Industries 0.1%
Value ($000) $2,765 Shares 7,549 Est. Cost $143.55 Unrealized +137.8%
KMB Kimberly-Clark 0.1%
Value ($000) $2,739 Shares 20,553 Est. Cost $89.63 Unrealized +14.0%
GNR S&P 500 Global Natural Resourc 0.1%
Value ($000) $2,713 Shares 59,155 Est. Cost $45.86 Unrealized
ZBH Zimmer Holdings 0.1%
Value ($000) $2,684 Shares 22,792 Est. Cost $96.32 Unrealized +15.2%
MDLZ Mondelez 0.1%
Value ($000) $2,683 Shares 49,776 Est. Cost $33.15 Unrealized +33.1%
Seagate Technology 0.1%
Value ($000) $2,660 Shares 56,444 Est. Cost $33.60 Unrealized
PLD Prologis Trust 0.1%
Value ($000) $2,631 Shares 32,847 Est. Cost $48.99 Unrealized +29.3%
Foot Locker 0.1%
Value ($000) $2,592 Shares 61,826 Est. Cost $42.82 Unrealized
Maxim Integrated Products 0.1%
Value ($000) $2,589 Shares 43,286 Est. Cost $47.76 Unrealized
IGSB iShares Short Term Corp Bond E 0.1%
Value ($000) $2,588 Shares 48,435 Est. Cost $53.43 Unrealized
CCL Carnival Corp Com 0.1%
Value ($000) $2,574 Shares 55,299 Est. Cost $56.55 Unrealized -11.0%
Ingersoll Rand Plc 0.1%
Value ($000) $2,539 Shares 20,048 Est. Cost $104.17 Unrealized
CMI Cummins 0.1%
Value ($000) $2,521 Shares 14,718 Est. Cost $102.73 Unrealized +34.5%
QCOM Qualcomm 0.1%
Value ($000) $2,470 Shares 32,476 Est. Cost $51.88 Unrealized +20.9%
VRTX Vertex Pharmaceuticals 0.1%
Value ($000) $2,444 Shares 13,325 Est. Cost $150.51 Unrealized +16.1%
IVW iShares S&P Growth 0.1%
Value ($000) $2,438 Shares 13,603 Est. Cost $179.23 Unrealized
ILMN Illumina 0.1%
Value ($000) $2,432 Shares 6,605 Est. Cost $295.81 Unrealized +6.7%
MO Altria Group 0.1%
Value ($000) $2,427 Shares 51,267 Est. Cost $36.09 Unrealized -14.3%
Health Care Property Investors 0.1%
Value ($000) $2,419 Shares 75,635 Est. Cost $35.29 Unrealized
IWV iShares Russell 3000 0.1%
Value ($000) $2,410 Shares 13,980 Est. Cost $172.39 Unrealized
BP BP 0.1%
Value ($000) $2,404 Shares 57,670 Est. Cost $40.40 Unrealized
SABR Sabre Corp 0.1%
Value ($000) $2,387 Shares 107,527 Est. Cost $26.00 Unrealized -17.5%
CDW CDW Corp 0.1%
Value ($000) $2,377 Shares 21,414 Est. Cost $37.03 Unrealized +161.7%
Extraction Oil & Gas 0.1%
Value ($000) $2,364 Shares 546,017 Est. Cost $15.39 Unrealized
EPR Entertainment Properties Trust 0.1%
Value ($000) $2,192 Shares 29,381 Est. Cost $54.60 Unrealized
IDXX Idexx Labs Inc. 0.1%
Value ($000) $2,184 Shares 7,931 Est. Cost $112.57 Unrealized +118.9%
LLY Eli Lilly 0.1%
Value ($000) $2,113 Shares 19,070 Est. Cost $59.13 Unrealized +82.7%
AFL Aflac 0.1%
Value ($000) $2,106 Shares 38,432 Est. Cost $29.82 Unrealized +47.8%
PNC PNC Financial 0.1%
Value ($000) $2,100 Shares 15,300 Est. Cost $61.71 Unrealized +68.7%
Grom Social Enterprises 0.1%
Value ($000) $2,096 Shares 10,479,250 Est. Cost $0.24 Unrealized
SLB Schlumberger 0.1%
Value ($000) $2,054 Shares 51,679 Est. Cost $63.82 Unrealized -47.3%
PPL PPL 0.1%
Value ($000) $2,047 Shares 66,015 Est. Cost $24.53 Unrealized -4.9%
HOLX Hologic 0.1%
Value ($000) $2,033 Shares 42,337 Est. Cost $25.81 Unrealized +79.2%
SPDR Utilities Sector 0.1%
Value ($000) $2,028 Shares 34,002 Est. Cost $59.64 Unrealized
Immunomedics 0.1%
Value ($000) $2,011 Shares 145,000 Est. Cost $4.80 Unrealized
EPD Enterprise Products 0.1%
Value ($000) $2,004 Shares 69,401 Est. Cost $31.18 Unrealized
AEE Ameren 0.1%
Value ($000) $2,001 Shares 26,644 Est. Cost $34.78 Unrealized +75.4%
WOOD iShares Global Timber & Forest 0.1%
Value ($000) $1,981 Shares 33,042 Est. Cost $59.95 Unrealized
Eaton Vance 0.1%
Value ($000) $1,969 Shares 45,661 Est. Cost $40.10 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT 0.1%
Value ($000) $1,965 Shares 18,227 Est. Cost $107.81 Unrealized
DD DuPont De Nemours 0.1%
Value ($000) $1,952 Shares 26,005 Est. Cost $27.24 Unrealized 0.0%
PSX Phillips 66 0.1%
Value ($000) $1,920 Shares 20,533 Est. Cost $64.85 Unrealized +5.6%
PM Philip Morris 0.1%
Value ($000) $1,905 Shares 24,252 Est. Cost $50.34 Unrealized +15.8%
Total SA 0.1%
Value ($000) $1,877 Shares 33,643 Est. Cost $53.62 Unrealized
NCLH Norwegian Cruise Lines 0.1%
Value ($000) $1,813 Shares 33,802 Est. Cost $46.19 Unrealized +20.3%
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $1,805 Shares 6,706 Est. Cost $269.16 Unrealized
DK Delek US Holdings 0.1%
Value ($000) $1,794 Shares 44,273 Est. Cost $22.83 Unrealized +27.6%
NOC Northrup Grumman 0.1%
Value ($000) $1,750 Shares 5,415 Est. Cost $225.58 Unrealized +18.5%
Magellan Midstream 0.1%
Value ($000) $1,747 Shares 27,300 Est. Cost $75.13 Unrealized
CHD Church & Dwight Inc. 0.1%
Value ($000) $1,744 Shares 23,876 Est. Cost $37.79 Unrealized +81.9%
YUM Yum! Brands 0.1%
Value ($000) $1,740 Shares 15,720 Est. Cost $42.31 Unrealized +117.2%
ETN Eaton 0.1%
Value ($000) $1,739 Shares 20,877 Est. Cost $57.12 Unrealized +25.0%
NSRGY Nestle 0.1%
Value ($000) $1,726 Shares 16,655 Est. Cost $73.82 Unrealized
GIS General Mills 0.1%
Value ($000) $1,720 Shares 32,747 Est. Cost $37.05 Unrealized +11.3%
BND Vanguard Total Bond Market 0.1%
Value ($000) $1,713 Shares 20,623 Est. Cost $83.06 Unrealized
BABA Alibaba 0.1%
Value ($000) $1,713 Shares 10,108 Est. Cost $173.07 Unrealized
DOV Dover 0.1%
Value ($000) $1,712 Shares 17,082 Est. Cost $50.81 Unrealized +71.6%
SPDR S&P Dividend 0.1%
Value ($000) $1,703 Shares 16,878 Est. Cost $100.90 Unrealized
XRAY Dentsply Sirona 0.1%
Value ($000) $1,684 Shares 28,858 Est. Cost $58.93 Unrealized -8.8%
GM General Motors 0.1%
Value ($000) $1,668 Shares 43,293 Est. Cost $24.94 Unrealized +39.3%
DUK Duke Energy 0.1%
Value ($000) $1,639 Shares 18,576 Est. Cost $53.49 Unrealized +26.7%
AVB Avalon Bay 0.1%
Value ($000) $1,639 Shares 8,065 Est. Cost $111.47 Unrealized +44.2%
iPath Bloomberg Commodity Inde 0.1%
Value ($000) $1,607 Shares 72,232 Est. Cost $22.25 Unrealized
VT VANGUARD TOTAL WORLD STOCK IND 0.1%
Value ($000) $1,573 Shares 20,934 Est. Cost $75.14 Unrealized
IWO iShares Russell 2000 Growth 0.1%
Value ($000) $1,547 Shares 7,702 Est. Cost $200.86 Unrealized
SPDR Consumer Disc. Sector 0.0%
Value ($000) $1,465 Shares 12,294 Est. Cost $119.16 Unrealized
MPC Marathon Petroleum 0.0%
Value ($000) $1,439 Shares 25,755 Est. Cost $47.61 Unrealized -7.0%
COR Amerisourcebergen Corp 0.0%
Value ($000) $1,430 Shares 16,771 Est. Cost $64.36 Unrealized -1.8%
TXN Texas Instruments 0.0%
Value ($000) $1,410 Shares 12,290 Est. Cost $39.55 Unrealized +134.5%
BIV Vanguard Interm-Term Bond 0.0%
Value ($000) $1,392 Shares 16,098 Est. Cost $86.47 Unrealized
Vaneck Vectors ATM-Free Int Mu 0.0%
Value ($000) $1,383 Shares 27,801 Est. Cost $49.75 Unrealized
RSG Republic Services 0.0%
Value ($000) $1,375 Shares 15,878 Est. Cost $34.14 Unrealized +121.1%
SUI Sun Communities Inc. 0.0%
Value ($000) $1,368 Shares 10,668 Est. Cost $79.95 Unrealized
TGT Target 0.0%
Value ($000) $1,357 Shares 15,669 Est. Cost $48.80 Unrealized +38.8%
Harris Corp 0.0%
Value ($000) $1,355 Shares 7,164 Est. Cost $78.78 Unrealized
LMT Lockheed Martin 0.0%
Value ($000) $1,346 Shares 3,703 Est. Cost $172.70 Unrealized +62.0%
HTBK HERITAGE COMMERCE CORP COM 0.0%
Value ($000) $1,339 Shares 109,330 Est. Cost $14.08 Unrealized -12.7%
FNF Fidelity National Financial 0.0%
Value ($000) $1,317 Shares 32,686 Est. Cost $26.36 Unrealized +6.9%
EMR Emerson Electric 0.0%
Value ($000) $1,305 Shares 19,562 Est. Cost $45.21 Unrealized +27.1%
HPQ HP Inc 0.0%
Value ($000) $1,301 Shares 62,587 Est. Cost $11.50 Unrealized +36.7%
PANW Palo Alto Networks 0.0%
Value ($000) $1,290 Shares 6,331 Est. Cost $25.22 Unrealized +48.3%
SO Southern 0.0%
Value ($000) $1,283 Shares 23,202 Est. Cost $32.56 Unrealized +27.0%
YUMC Yum China 0.0%
Value ($000) $1,276 Shares 27,626 Est. Cost $30.50 Unrealized +42.3%
DOW Dow Inc 0.0%
Value ($000) $1,271 Shares 25,783 Est. Cost $36.37 Unrealized 0.0%
NSC Norfolk Southern 0.0%
Value ($000) $1,260 Shares 6,321 Est. Cost $84.50 Unrealized +105.1%
BAH Booz Allen Hamilton Hldg Corp 0.0%
Value ($000) $1,251 Shares 18,887 Est. Cost $29.67 Unrealized +83.4%
DE Deere & Co 0.0%
Value ($000) $1,238 Shares 7,473 Est. Cost $81.92 Unrealized +72.7%
OTEX Open Text 0.0%
Value ($000) $1,231 Shares 29,871 Est. Cost $26.12 Unrealized +28.6%
PKG Packaging Corp Of America 0.0%
Value ($000) $1,220 Shares 12,796 Est. Cost $63.77 Unrealized +23.6%
FLOT iShares Floating Rate Fund 0.0%
Value ($000) $1,217 Shares 23,899 Est. Cost $50.92 Unrealized
VLY Valley National Bancorp 0.0%
Value ($000) $1,211 Shares 112,316 Est. Cost $9.69 Unrealized +5.8%
CI Cigna Corp 0.0%
Value ($000) $1,198 Shares 7,606 Est. Cost $189.53 Unrealized -24.4%
NUE Nucor Corp 0.0%
Value ($000) $1,193 Shares 21,657 Est. Cost $47.84 Unrealized 0.0%
IVE iShares S&P Value Index Fund 0.0%
Value ($000) $1,191 Shares 10,219 Est. Cost $116.55 Unrealized
IT Gartner Group 0.0%
Value ($000) $1,185 Shares 7,366 Est. Cost $81.25 Unrealized +92.5%
INTU Intuit 0.0%
Value ($000) $1,174 Shares 4,491 Est. Cost $84.69 Unrealized +187.5%
Coresite Realty Corp 0.0%
Value ($000) $1,151 Shares 9,996 Est. Cost $110.15 Unrealized
RVTY Perkinlemer Inc. 0.0%
Value ($000) $1,116 Shares 11,588 Est. Cost $56.63 Unrealized +61.9%
Encompass Health Corp 0.0%
Value ($000) $1,114 Shares 17,586 Est. Cost $57.16 Unrealized
TMO Thermo Fisher Scientific 0.0%
Value ($000) $1,113 Shares 3,789 Est. Cost $130.93 Unrealized +106.8%
IWS iShares Russell Mid-Cap Value 0.0%
Value ($000) $1,111 Shares 12,466 Est. Cost $89.12 Unrealized
DGX Quest Diagnostics 0.0%
Value ($000) $1,069 Shares 10,503 Est. Cost $85.65 Unrealized -1.6%
SR Spire 0.0%
Value ($000) $1,047 Shares 12,481 Est. Cost $69.53 Unrealized
XLF SPDR Financial Sector 0.0%
Value ($000) $1,044 Shares 37,813 Est. Cost $27.61 Unrealized
FUTY Fidelity MSCI Utilities ETF 0.0%
Value ($000) $1,040 Shares 26,480 Est. Cost $39.27 Unrealized
HII Huntington Ingalls Industry 0.0%
Value ($000) $1,029 Shares 4,579 Est. Cost $172.01 Unrealized +7.6%
EPP iShares MSCI Pacific Ex-Japan 0.0%
Value ($000) $1,026 Shares 21,727 Est. Cost $47.22 Unrealized
SHY iShare 1-3 Year Treasury Bond 0.0%
Value ($000) $1,026 Shares 12,105 Est. Cost $84.76 Unrealized
Muscle Pharm Corp 0.0%
Value ($000) $1,025 Shares 2,927,677 Est. Cost $0.56 Unrealized
SNA Snap-On 0.0%
Value ($000) $1,019 Shares 6,154 Est. Cost $124.29 Unrealized +9.9%
DSI iShares MSCI Kld 400 Social In 0.0%
Value ($000) $1,018 Shares 9,309 Est. Cost $109.36 Unrealized
DEO Diageo 0.0%
Value ($000) $1,013 Shares 5,878 Est. Cost $119.07 Unrealized
GS Goldman Sachs 0.0%
Value ($000) $1,000 Shares 4,887 Est. Cost $152.70 Unrealized +10.7%
SCHC Schwab Intl Small-Cap Equity 0.0%
Value ($000) $993 Shares 30,426 Est. Cost $32.64 Unrealized
HPE Hewlett Packard Ent 0.0%
Value ($000) $963 Shares 64,429 Est. Cost $10.70 Unrealized +14.4%
BSX Boston Scientific 0.0%
Value ($000) $959 Shares 22,318 Est. Cost $23.01 Unrealized +67.2%
CMA Comerica 0.0%
Value ($000) $956 Shares 13,167 Est. Cost $57.48 Unrealized -6.5%
RMD Resmed Inc. 0.0%
Value ($000) $952 Shares 7,799 Est. Cost $61.12 Unrealized +71.0%
Hollyfrontier Corp 0.0%
Value ($000) $944 Shares 20,401 Est. Cost $30.03 Unrealized
EVRG Evergy 0.0%
Value ($000) $943 Shares 15,672 Est. Cost $40.03 Unrealized +13.2%
CFR Cullen Frost Bankers 0.0%
Value ($000) $941 Shares 10,046 Est. Cost $59.83 Unrealized +33.4%
GNTX Gentex Corp. 0.0%
Value ($000) $940 Shares 38,176 Est. Cost $20.53 Unrealized +10.3%
COF Capital One Financial 0.0%
Value ($000) $928 Shares 10,224 Est. Cost $71.34 Unrealized +11.9%
AVY Avery Dennison Corp 0.0%
Value ($000) $928 Shares 8,019 Est. Cost $59.87 Unrealized +62.7%
VAC Marriott Vacations 0.0%
Value ($000) $927 Shares 9,620 Est. Cost $90.76 Unrealized +8.7%
TTC Toro Co Com 0.0%
Value ($000) $925 Shares 13,826 Est. Cost $63.45 Unrealized +10.6%
CGNX Cognex Corp Com 0.0%
Value ($000) $916 Shares 19,097 Est. Cost $38.86 Unrealized +16.1%
FDS Factset Research Systems Inc 0.0%
Value ($000) $912 Shares 3,181 Est. Cost $205.56 Unrealized +26.3%
VTR Ventas 0.0%
Value ($000) $906 Shares 13,260 Est. Cost $41.57 Unrealized +17.4%
PZA INVESCO EXCHANGE-TRADED FD TR 0.0%
Value ($000) $899 Shares 34,400 Est. Cost $26.13 Unrealized
Flir Sys Inc. 0.0%
Value ($000) $897 Shares 16,589 Est. Cost $35.70 Unrealized
AEP American Electric Power 0.0%
Value ($000) $896 Shares 10,183 Est. Cost $45.47 Unrealized +50.0%
ALL Allstate 0.0%
Value ($000) $884 Shares 8,694 Est. Cost $51.69 Unrealized +61.5%
RS Reliance Steel and Aluminum 0.0%
Value ($000) $878 Shares 9,283 Est. Cost $79.39 Unrealized +12.8%
LQD iShares iBoxx Invest Grade Cor 0.0%
Value ($000) $868 Shares 6,978 Est. Cost $124.39 Unrealized
MTUM iShares MSCI USA Momentum 0.0%
Value ($000) $859 Shares 7,240 Est. Cost $118.65 Unrealized
XLE SPDR Energy Sector 0.0%
Value ($000) $849 Shares 13,330 Est. Cost $63.69 Unrealized
Acacia Communications 0.0%
Value ($000) $849 Shares 18,010 Est. Cost $36.19 Unrealized
PYPL PayPal 0.0%
Value ($000) $848 Shares 7,407 Est. Cost $66.29 Unrealized +66.8%
GPC Genuine Parts 0.0%
Value ($000) $840 Shares 8,110 Est. Cost $72.39 Unrealized +18.0%
ZD J2 Global Comm Inc Comnew 0.0%
Value ($000) $820 Shares 9,221 Est. Cost $63.34 Unrealized +19.3%
CAT Caterpillar 0.0%
Value ($000) $811 Shares 5,949 Est. Cost $75.39 Unrealized +52.1%
DPZ Domino's Pizza Inc. 0.0%
Value ($000) $807 Shares 2,901 Est. Cost $204.44 Unrealized +23.7%
Meredithcorp 0.0%
Value ($000) $801 Shares 14,556 Est. Cost $52.89 Unrealized
SCHF Schwab Intl Eq ETF 0.0%
Value ($000) $799 Shares 24,891 Est. Cost $32.10 Unrealized
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $789 Shares 4,723 Est. Cost $167.05 Unrealized
CSX CSX 0.0%
Value ($000) $781 Shares 10,095 Est. Cost $9.62 Unrealized +145.0%
ABM ABM Industries 0.0%
Value ($000) $776 Shares 19,402 Est. Cost $30.17 Unrealized +9.9%
Stericycle Inc. Com 0.0%
Value ($000) $774 Shares 16,213 Est. Cost $130.79 Unrealized
Linde 0.0%
Value ($000) $773 Shares 3,851 Est. Cost $155.93 Unrealized
NVS Novartis 0.0%
Value ($000) $766 Shares 8,392 Est. Cost $92.89 Unrealized
IBB iShares Nasdaq Biotechnology 0.0%
Value ($000) $762 Shares 6,989 Est. Cost $109.03 Unrealized
AXS Axis Capital Holdings Ltd 0.0%
Value ($000) $762 Shares 12,773 Est. Cost $47.38 Unrealized +1.7%
Total System Services 0.0%
Value ($000) $756 Shares 5,891 Est. Cost $34.68 Unrealized
Legg Mason 0.0%
Value ($000) $743 Shares 19,417 Est. Cost $40.26 Unrealized
BRKR Bruker Corp Com 0.0%
Value ($000) $737 Shares 14,752 Est. Cost $41.22 Unrealized 0.0%
CTVA Corteva 0.0%
Value ($000) $735 Shares 24,852 Est. Cost $25.02 Unrealized 0.0%
SMB Mkt Vectors Short Muni Index E 0.0%
Value ($000) $734 Shares 41,470 Est. Cost $17.70 Unrealized
AIG American Intl Group 0.0%
Value ($000) $733 Shares 13,749 Est. Cost $41.70 Unrealized +0.5%
LOW Lowes 0.0%
Value ($000) $710 Shares 7,039 Est. Cost $60.78 Unrealized +53.7%
EBAY eBay 0.0%
Value ($000) $710 Shares 17,981 Est. Cost $21.82 Unrealized +54.1%
Anadarko Petroleum 0.0%
Value ($000) $707 Shares 10,024 Est. Cost $80.10 Unrealized
HMN Horace Mann Educators Corp. 0.0%
Value ($000) $706 Shares 17,514 Est. Cost $37.60 Unrealized +4.4%
COLM Columbia Sportswear 0.0%
Value ($000) $703 Shares 7,021 Est. Cost $91.19 Unrealized 0.0%
CDK Global 0.0%
Value ($000) $702 Shares 14,200 Est. Cost $49.67 Unrealized
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $699 Shares 12,241 Est. Cost $47.10 Unrealized -14.6%
AMAT Applied Materials Inc. 0.0%
Value ($000) $699 Shares 15,558 Est. Cost $33.87 Unrealized +16.2%
A Agilent Technologies 0.0%
Value ($000) $698 Shares 9,351 Est. Cost $62.73 Unrealized +12.7%
Vanguard Materials ETF 0.0%
Value ($000) $694 Shares 5,415 Est. Cost $128.16 Unrealized
UPS United Parcel Service 0.0%
Value ($000) $693 Shares 6,709 Est. Cost $71.33 Unrealized +12.4%
MNST Monster Beverage 0.0%
Value ($000) $690 Shares 10,811 Est. Cost $27.71 Unrealized +8.8%
WESTROCK CO COM 0.0%
Value ($000) $689 Shares 18,905 Est. Cost $38.33 Unrealized
SFBS ServisFirst Bancshares 0.0%
Value ($000) $685 Shares 20,000 Est. Cost $30.28 Unrealized -1.7%
IWR iShares Russell Mid-Cap 0.0%
Value ($000) $680 Shares 12,167 Est. Cost $55.89 Unrealized
RPM RPM Intl 0.0%
Value ($000) $673 Shares 11,012 Est. Cost $48.17 Unrealized +22.6%
IWP iShares Russell Mid-Cap Growth 0.0%
Value ($000) $667 Shares 4,675 Est. Cost $142.67 Unrealized
BK Bank New York Mellon 0.0%
Value ($000) $654 Shares 14,823 Est. Cost $30.94 Unrealized +25.4%
Nutrien Ltd 0.0%
Value ($000) $649 Shares 12,134 Est. Cost $47.49 Unrealized
DLB Dolby Laboratories Inccl A 0.0%
Value ($000) $649 Shares 10,049 Est. Cost $57.88 Unrealized 0.0%
MUB iShares Natl AMT-Free Muni Bon 0.0%
Value ($000) $648 Shares 5,731 Est. Cost $113.07 Unrealized
SJM J.M. Smucker 0.0%
Value ($000) $634 Shares 5,502 Est. Cost $72.97 Unrealized +34.9%
FTV Fortive Corp 0.0%
Value ($000) $629 Shares 7,712 Est. Cost $40.21 Unrealized +25.6%
PRGS PROGRESS SOFTWARE CORP 0.0%
Value ($000) $627 Shares 14,372 Est. Cost $43.32 Unrealized 0.0%
SBRA Sabra Healthcare REIT 0.0%
Value ($000) $622 Shares 31,583 Est. Cost $21.00 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $622 Shares 5,611 Est. Cost $110.85 Unrealized
HUBB Hubbell Inc 0.0%
Value ($000) $621 Shares 4,763 Est. Cost $90.94 Unrealized +19.5%
BBT BERKSHIRE HILLS BANCORP INC CO 0.0%
Value ($000) $603 Shares 19,212 Est. Cost $25.84 Unrealized -6.2%
BAX Baxter Intl 0.0%
Value ($000) $602 Shares 7,346 Est. Cost $38.16 Unrealized +79.5%
CASY Caseys General Stores 0.0%
Value ($000) $597 Shares 3,829 Est. Cost $121.10 Unrealized +7.9%
WDAY Workday 0.0%
Value ($000) $596 Shares 2,898 Est. Cost $103.90 Unrealized +94.4%
FTNT fortinet Inc. 0.0%
Value ($000) $585 Shares 7,612 Est. Cost $7.59 Unrealized +116.8%
VUG Vanguard Growth ETF 0.0%
Value ($000) $579 Shares 3,546 Est. Cost $163.28 Unrealized
FISV Fiserv Inc. Com 0.0%
Value ($000) $578 Shares 6,341 Est. Cost $56.39 Unrealized +55.4%
ED Consolidated Edison 0.0%
Value ($000) $573 Shares 6,536 Est. Cost $54.18 Unrealized +25.2%
FXH First Trust Healthcare Alphade 0.0%
Value ($000) $569 Shares 7,350 Est. Cost $77.41 Unrealized
LYB LyondellBasell Ind 0.0%
Value ($000) $567 Shares 6,583 Est. Cost $54.70 Unrealized +1.3%
EG Everest RE Group, LTD 0.0%
Value ($000) $564 Shares 2,283 Est. Cost $210.51 Unrealized -0.8%
PEG PSEG 0.0%
Value ($000) $563 Shares 9,568 Est. Cost $33.59 Unrealized +41.6%
Avx Corp New 0.0%
Value ($000) $560 Shares 33,737 Est. Cost $16.60 Unrealized
SPGI S&P Global 0.0%
Value ($000) $558 Shares 2,449 Est. Cost $168.28 Unrealized +22.7%
NVDA Nvidia Corp 0.0%
Value ($000) $553 Shares 3,368 Est. Cost $4.60 Unrealized -10.5%
DBEF Deutsche X-Trackers MSCI EAFE 0.0%
Value ($000) $552 Shares 17,448 Est. Cost $31.64 Unrealized
DLR Digital Realty Trust REIT 0.0%
Value ($000) $547 Shares 4,646 Est. Cost $50.79 Unrealized +86.2%
Truecar Inc 0.0%
Value ($000) $546 Shares 100,000 Est. Cost $15.79 Unrealized
FENY Fidelity MSCI Energy ETF 0.0%
Value ($000) $540 Shares 31,404 Est. Cost $17.20 Unrealized
MSM MSC Industrial Direct 0.0%
Value ($000) $535 Shares 7,208 Est. Cost $87.63 Unrealized -12.0%
Vanguard Energy 0.0%
Value ($000) $533 Shares 6,266 Est. Cost $85.06 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $532 Shares 15,353 Est. Cost $23.87 Unrealized +20.4%
AYI Acuity Brands 0.0%
Value ($000) $529 Shares 3,835 Est. Cost $192.81 Unrealized -30.2%
ZTS Zoetis 0.0%
Value ($000) $529 Shares 4,663 Est. Cost $39.34 Unrealized +152.3%
XYL Xylem Inc 0.0%
Value ($000) $526 Shares 6,292 Est. Cost $38.51 Unrealized +91.1%
DCI Donaldson Inc. Com (dci) 0.0%
Value ($000) $523 Shares 10,280 Est. Cost $31.38 Unrealized +45.5%
JBHT JB Hunt Trans Svcs 0.0%
Value ($000) $520 Shares 5,684 Est. Cost $80.11 Unrealized +10.8%
IJT iShares S&P Small-Cap 600 0.0%
Value ($000) $517 Shares 2,831 Est. Cost $182.62 Unrealized
KMX Carmax Inc. Com 0.0%
Value ($000) $513 Shares 5,907 Est. Cost $57.22 Unrealized +36.7%
KEWL Keweenaw Land Association Ltd. 0.0%
Value ($000) $509 Shares 7,170 Est. Cost $14.59 Unrealized -27.8%
SWK Stanley Black & Decker 0.0%
Value ($000) $509 Shares 3,519 Est. Cost $94.84 Unrealized +22.1%
XLV SPDR Health Care Sector 0.0%
Value ($000) $505 Shares 5,454 Est. Cost $92.59 Unrealized
BPOP Popular 0.0%
Value ($000) $501 Shares 9,241 Est. Cost $43.30 Unrealized +3.3%
COP ConocoPhillips 0.0%
Value ($000) $501 Shares 8,220 Est. Cost $47.45 Unrealized +3.8%
ACHC Acadia Healthcare 0.0%
Value ($000) $492 Shares 14,069 Est. Cost $52.31 Unrealized -38.2%
Cadence Bancorporation 0.0%
Value ($000) $490 Shares 23,577 Est. Cost $18.55 Unrealized
WEN Wendys Company 0.0%
Value ($000) $483 Shares 24,685 Est. Cost $18.83 Unrealized 0.0%
DHI D.R. Horton 0.0%
Value ($000) $465 Shares 10,788 Est. Cost $33.46 Unrealized +23.4%
CTAS Cintas Corp Com 0.0%
Value ($000) $465 Shares 1,961 Est. Cost $31.75 Unrealized +63.1%
NXPI NXP Semiconductors 0.0%
Value ($000) $459 Shares 4,705 Est. Cost $99.12 Unrealized -12.3%
TRV The Travelers Companies 0.0%
Value ($000) $455 Shares 3,043 Est. Cost $79.98 Unrealized +56.3%
JD JD.com 0.0%
Value ($000) $455 Shares 15,005 Est. Cost $37.89 Unrealized
VMC Vulcan Materials Co. 0.0%
Value ($000) $451 Shares 3,282 Est. Cost $93.06 Unrealized +29.5%
CTSH Cognizant Tech 0.0%
Value ($000) $448 Shares 7,062 Est. Cost $45.33 Unrealized +31.1%
VGK Vanguard MSCI Europe 0.0%
Value ($000) $441 Shares 8,039 Est. Cost $54.86 Unrealized
Altaba 0.0%
Value ($000) $434 Shares 6,250 Est. Cost $55.60 Unrealized
CRI Carter Inc 0.0%
Value ($000) $426 Shares 4,364 Est. Cost $75.07 Unrealized +5.2%
GlaxoSmithKline 0.0%
Value ($000) $419 Shares 10,464 Est. Cost $40.59 Unrealized
SAP SAP AG 0.0%
Value ($000) $413 Shares 3,022 Est. Cost $73.45 Unrealized
DTE Dte Energy 0.0%
Value ($000) $407 Shares 3,185 Est. Cost $50.07 Unrealized +71.3%
MSI Motorola Solutions 0.0%
Value ($000) $402 Shares 2,410 Est. Cost $81.14 Unrealized +70.0%
DBI Designer Brands Inc 0.0%
Value ($000) $399 Shares 20,821 Est. Cost $17.23 Unrealized 0.0%
PBP INVESCO EXCHANGE TRADEDFD TR S 0.0%
Value ($000) $399 Shares 18,381 Est. Cost $21.71 Unrealized
INGR Ingredion 0.0%
Value ($000) $398 Shares 4,821 Est. Cost $102.61 Unrealized -16.2%
SKT Tanger Factory Outlet 0.0%
Value ($000) $397 Shares 24,516 Est. Cost $27.50 Unrealized
BCSF Bain Capital Specialty Finance 0.0%
Value ($000) $393 Shares 21,120 Est. Cost $9.03 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $387 Shares 5,396 Est. Cost $74.86 Unrealized -9.0%
ES Eversource Energy 0.0%
Value ($000) $387 Shares 5,106 Est. Cost $46.64 Unrealized +24.0%
HXL Hexcel 0.0%
Value ($000) $381 Shares 4,720 Est. Cost $41.67 Unrealized +74.4%
HYG iShares iBoxx High Yield Corp 0.0%
Value ($000) $379 Shares 4,347 Est. Cost $87.19 Unrealized
CBT Cabot Corp 0.0%
Value ($000) $375 Shares 7,850 Est. Cost $34.42 Unrealized +10.8%
DVN Devon Energy 0.0%
Value ($000) $371 Shares 13,012 Est. Cost $39.14 Unrealized -45.4%
Putnam Muni Opportinities Trus 0.0%
Value ($000) $366 Shares 28,900 Est. Cost $12.66 Unrealized
GLW Corning 0.0%
Value ($000) $364 Shares 10,949 Est. Cost $18.00 Unrealized +47.8%
RHHBY Roche Holdings 0.0%
Value ($000) $361 Shares 10,240 Est. Cost $33.71 Unrealized
EFG iShares MSCI EAFE Growth 0.0%
Value ($000) $359 Shares 4,440 Est. Cost $80.86 Unrealized
Two Harbors Investment 0.0%
Value ($000) $356 Shares 28,080 Est. Cost $14.92 Unrealized
DLTR Dollar Tree 0.0%
Value ($000) $349 Shares 3,252 Est. Cost $63.04 Unrealized +66.9%
BBX Capital Corp Cl A 0.0%
Value ($000) $349 Shares 71,000 Est. Cost $6.49 Unrealized
OLED Universal Display 0.0%
Value ($000) $348 Shares 1,850 Est. Cost $70.16 Unrealized +125.4%
MS Morgan Stanley 0.0%
Value ($000) $346 Shares 7,899 Est. Cost $26.61 Unrealized +36.4%
VV Vanguard Index Fds Vanguardlar 0.0%
Value ($000) $345 Shares 2,560 Est. Cost $134.77 Unrealized
ENB Enbridge 0.0%
Value ($000) $332 Shares 9,204 Est. Cost $23.91 Unrealized -1.7%
IYW iShares Technology Sector 0.0%
Value ($000) $331 Shares 1,673 Est. Cost $197.85 Unrealized
ProShares RAFI Long/Short 0.0%
Value ($000) $328 Shares 9,403 Est. Cost $34.88 Unrealized
WEC WEC Energy Corp 0.0%
Value ($000) $325 Shares 3,894 Est. Cost $49.08 Unrealized +32.4%
XEL Xcel Energy 0.0%
Value ($000) $321 Shares 5,401 Est. Cost $38.02 Unrealized +23.5%
MET Metlife 0.0%
Value ($000) $317 Shares 6,390 Est. Cost $32.64 Unrealized +15.2%
WPC W.P. Carey LLC 0.0%
Value ($000) $316 Shares 3,896 Est. Cost $67.35 Unrealized
STE Steris Plc 0.0%
Value ($000) $313 Shares 2,104 Est. Cost $110.62 Unrealized +13.7%
SPDR Euro Stoxx 50 0.0%
Value ($000) $311 Shares 8,125 Est. Cost $38.28 Unrealized
VBR Vanguard Small Cap Value ETF 0.0%
Value ($000) $309 Shares 2,368 Est. Cost $130.49 Unrealized
NOW ServiceNow, Inc 0.0%
Value ($000) $309 Shares 1,125 Est. Cost $43.97 Unrealized +19.5%
Royal Dutch Shell A 0.0%
Value ($000) $308 Shares 4,729 Est. Cost $64.99 Unrealized
IGIB iShares Interm Term Corp Bond 0.0%
Value ($000) $304 Shares 5,340 Est. Cost $56.93 Unrealized
GBTC Bitcoin Investment Trust 0.0%
Value ($000) $303 Shares 20,020 Est. Cost $3.97 Unrealized
SCHD Schwab US Dividend Equity 0.0%
Value ($000) $299 Shares 5,626 Est. Cost $53.15 Unrealized
FSLR First Solar Inc. 0.0%
Value ($000) $295 Shares 4,490 Est. Cost $50.90 Unrealized +18.2%
SPDR DJ Wilshire REIT ETF 0.0%
Value ($000) $293 Shares 2,965 Est. Cost $98.82 Unrealized
DXC DXC Technology 0.0%
Value ($000) $293 Shares 5,312 Est. Cost $67.96 Unrealized -17.8%
IOSP Innospec Inc. 0.0%
Value ($000) $292 Shares 3,200 Est. Cost $67.58 Unrealized +13.4%
ORLY O Reilly Automotive 0.0%
Value ($000) $287 Shares 777 Est. Cost $13.89 Unrealized +82.4%
MCS Marcus Corp. 0.0%
Value ($000) $285 Shares 8,650 Est. Cost $41.33 Unrealized -11.1%
BEN Franklin Resources 0.0%
Value ($000) $280 Shares 8,057 Est. Cost $27.87 Unrealized -11.5%
HIG Hartford Financial 0.0%
Value ($000) $275 Shares 4,940 Est. Cost $33.70 Unrealized +35.3%
Unilever 0.0%
Value ($000) $272 Shares 4,382 Est. Cost $42.20 Unrealized
RLJ RLJ Lodging Trust 0.0%
Value ($000) $271 Shares 15,272 Est. Cost $22.70 Unrealized
MCK Mckesson Corp 0.0%
Value ($000) $271 Shares 2,020 Est. Cost $142.45 Unrealized -16.6%
BNDX Vanguard Tot International Bon 0.0%
Value ($000) $271 Shares 4,721 Est. Cost $57.40 Unrealized
OEF iShares Tr S&P 100 Indexfund 0.0%
Value ($000) $270 Shares 2,085 Est. Cost $129.50 Unrealized
WCN Waste Connections 0.0%
Value ($000) $269 Shares 2,815 Est. Cost $47.05 Unrealized +87.1%
MAR Marriott 0.0%
Value ($000) $265 Shares 1,887 Est. Cost $71.47 Unrealized +76.6%
EW Edwards Lifesciences 0.0%
Value ($000) $263 Shares 1,425 Est. Cost $45.16 Unrealized +33.9%
Harborside Bancorp 0.0%
Value ($000) $262 Shares 14,000 Est. Cost $18.79 Unrealized
Cooper Companies 0.0%
Value ($000) $260 Shares 773 Est. Cost $296.10 Unrealized
CAH Cardinal Health 0.0%
Value ($000) $259 Shares 5,492 Est. Cost $55.03 Unrealized -30.6%
RiverNorth Marketplace Lending 0.0%
Value ($000) $257 Shares 12,600 Est. Cost $20.40 Unrealized
GGG Graco 0.0%
Value ($000) $256 Shares 5,100 Est. Cost $37.45 Unrealized +23.7%
MKC Mccormick & Co 0.0%
Value ($000) $254 Shares 1,639 Est. Cost $46.20 Unrealized +46.7%
U S CONCRETE INC COM NEW 0.0%
Value ($000) $248 Shares 5,000 Est. Cost $41.40 Unrealized
CTRA Cabot Oil & Gas 0.0%
Value ($000) $248 Shares 10,821 Est. Cost $21.02 Unrealized -9.8%
PRF INVESCO EXCHANGE TRADEDFD TR F 0.0%
Value ($000) $247 Shares 2,120 Est. Cost $116.51 Unrealized
EQIX Equinix 0.0%
Value ($000) $246 Shares 488 Est. Cost $347.93 Unrealized +21.9%
AGNC AGNC Investment Corp 0.0%
Value ($000) $243 Shares 14,430 Est. Cost $19.53 Unrealized
SPDR Ser Tr Barclays Caphigh Y 0.0%
Value ($000) $237 Shares 2,182 Est. Cost $108.62 Unrealized
IYH iShares Dow Jones Healthcare 0.0%
Value ($000) $237 Shares 1,215 Est. Cost $195.06 Unrealized
PNW Pinnacle West Cap Cp 0.0%
Value ($000) $236 Shares 2,505 Est. Cost $64.12 Unrealized +12.5%
Atlassian Corporation Plc 0.0%
Value ($000) $235 Shares 1,795 Est. Cost $130.92 Unrealized
OKE Oneok 0.0%
Value ($000) $235 Shares 3,415 Est. Cost $41.63 Unrealized +5.4%
TSLA Tesla Motors 0.0%
Value ($000) $234 Shares 1,045 Est. Cost $21.70 Unrealized -28.3%
THG Hanover Insurance Group 0.0%
Value ($000) $233 Shares 1,819 Est. Cost $88.48 Unrealized +15.5%
EXC Exelon Corp 0.0%
Value ($000) $230 Shares 4,799 Est. Cost $22.36 Unrealized +24.9%
ITT ITT Inc 0.0%
Value ($000) $226 Shares 3,445 Est. Cost $54.58 Unrealized +11.9%
ProShares UultraPro S&P 500 0.0%
Value ($000) $226 Shares 4,176 Est. Cost $54.12 Unrealized
VONG Vanguard Russell 1000 Growth 0.0%
Value ($000) $226 Shares 1,391 Est. Cost $162.47 Unrealized
Dunkin Brands Group 0.0%
Value ($000) $225 Shares 2,828 Est. Cost $63.39 Unrealized
Thomson Reuters 0.0%
Value ($000) $225 Shares 3,486 Est. Cost $59.09 Unrealized
ETR Entergy Corp New 0.0%
Value ($000) $224 Shares 2,173 Est. Cost $35.22 Unrealized +8.9%
AZTA Brooks Automation 0.0%
Value ($000) $223 Shares 5,750 Est. Cost $14.37 Unrealized +144.6%
First Trust Senior FR 2022 Tar 0.0%
Value ($000) $223 Shares 25,000 Est. Cost $8.92 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $222 Shares 3,149 Est. Cost $85.76 Unrealized -21.4%
IYR iShares Real Estate 0.0%
Value ($000) $221 Shares 2,535 Est. Cost $87.18 Unrealized
TLT iShares Barclays 20plus Years 0.0%
Value ($000) $220 Shares 1,658 Est. Cost $132.69 Unrealized
BUD Anheuser Busch 0.0%
Value ($000) $219 Shares 2,480 Est. Cost $119.10 Unrealized
PNGAY Ping An Ins Group Co China Spo 0.0%
Value ($000) $217 Shares 9,046 Est. Cost $13.21 Unrealized
TD Toronto Dominion 0.0%
Value ($000) $217 Shares 3,718 Est. Cost $55.28 Unrealized +1.8%
PCRX Pacira Pharmaceuticals 0.0%
Value ($000) $217 Shares 5,000 Est. Cost $42.46 Unrealized 0.0%
IJS iShares S&P Small-Cap 600 Valu 0.0%
Value ($000) $215 Shares 1,446 Est. Cost $148.69 Unrealized
Spdr Dow Jones Indl Average ET 0.0%
Value ($000) $210 Shares 790 Est. Cost $265.82 Unrealized
NOBL ProShares S&P 500 Dv Aristocra 0.0%
Value ($000) $209 Shares 3,020 Est. Cost $69.21 Unrealized
Skechers USA 0.0%
Value ($000) $208 Shares 6,596 Est. Cost $30.23 Unrealized
KSS Kohl's 0.0%
Value ($000) $205 Shares 4,308 Est. Cost $49.60 Unrealized +21.6%
SPB Spectrum Brands 0.0%
Value ($000) $205 Shares 3,805 Est. Cost $53.45 Unrealized +11.2%
IJJ iShares Tr S&P Midcap400 Value 0.0%
Value ($000) $204 Shares 1,281 Est. Cost $159.25 Unrealized
VYM Vanguard Whitehall Fdshigh Div 0.0%
Value ($000) $204 Shares 2,340 Est. Cost $87.18 Unrealized
KMI Kinder Morgan 0.0%
Value ($000) $201 Shares 9,649 Est. Cost $13.66 Unrealized 0.0%
PPIH Perma Pipe International 0.0%
Value ($000) $197 Shares 21,616 Est. Cost $8.98 Unrealized +0.5%
ARCC Ares Capital 0.0%
Value ($000) $179 Shares 10,000 Est. Cost $7.51 Unrealized +25.0%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $174 Shares 11,864 Est. Cost $14.67 Unrealized
CenturyLink 0.0%
Value ($000) $132 Shares 11,235 Est. Cost $16.33 Unrealized
Sprott Physical Gold Tr 0.0%
Value ($000) $122 Shares 10,800 Est. Cost $11.30 Unrealized
PACB Pacific Biosciences of Califor 0.0%
Value ($000) $115 Shares 19,000 Est. Cost $7.01 Unrealized 0.0%
SMFG Sumitomo Mitsui Sponsored ADR 0.0%
Value ($000) $108 Shares 15,214 Est. Cost $7.73 Unrealized
Putnam Managed Muni Income Tru 0.0%
Value ($000) $88 Shares 11,500 Est. Cost $7.65 Unrealized
John Hancock Tax Adv Global Sh 0.0%
Value ($000) $86 Shares 12,560 Est. Cost $6.85 Unrealized
AWRE Aware, Inc 0.0%
Value ($000) $63 Shares 19,000 Est. Cost $4.33 Unrealized -23.3%
BBVA Banco Bilbao Vizcaya Argentari 0.0%
Value ($000) $57 Shares 10,225 Est. Cost $5.57 Unrealized
ABEV Ambev SA ADR 0.0%
Value ($000) $52 Shares 11,062 Est. Cost $4.70 Unrealized
ProMIs Neorscience 0.0%
Value ($000) $52 Shares 270,771 Est. Cost $0.30 Unrealized
UQM Technologies 0.0%
Value ($000) $43 Shares 26,000 Est. Cost $1.65 Unrealized
Cannabix Tech 0.0%
Value ($000) $19 Shares 22,200 Est. Cost $0.86 Unrealized
MHTX Manhattan Scientifics Inc 0.0%
Value ($000) $8 Shares 635,000 Est. Cost $0.06 Unrealized -77.8%
Crystal Peak Minerals Inc 0.0%
Value ($000) $5 Shares 39,337 Est. Cost $0.36 Unrealized
CELX Celexpress 0.0%
Value ($000) $1 Shares 653,845 Est. Cost $0.00 Unrealized -30.0%
Silicon Graphics Inc. 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
TGLO Theglobe.Com 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized +2789.4%
GTLL Global Technologies 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized -15.3%
Cyberdefender Corp 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized