Trust Co Diversified Active

CIK: 0001632554 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 8, 2019

Total Value ($000): $171,507 (100.0% shares, 0.0% debt)

Holdings (333)

XLF SPDR Sector Financial ETF 6.0%
Value ($000) $10,274 Shares 399,627 Est. Cost $24.06 Unrealized
AMT American Tower REIT 4.8%
Value ($000) $8,257 Shares 41,903 Est. Cost $96.47 Unrealized +51.4%
AAPL Apple Inc 3.2%
Value ($000) $5,437 Shares 28,621 Est. Cost $28.30 Unrealized +42.9%
AMZN Amazon.com Inc 3.1%
Value ($000) $5,373 Shares 3,017 Est. Cost $45.41 Unrealized +83.2%
BA Boeing 2.6%
Value ($000) $4,498 Shares 11,792 Est. Cost $308.97 Unrealized +21.4%
MSFT Microsoft 2.6%
Value ($000) $4,476 Shares 37,951 Est. Cost $79.53 Unrealized +28.6%
V Visa Inc Class A 2.3%
Value ($000) $3,931 Shares 25,166 Est. Cost $122.58 Unrealized +12.1%
PFE Pfizer 2.3%
Value ($000) $3,918 Shares 92,256 Est. Cost $28.97 Unrealized +0.9%
GOOGL Alphabet Inc - A 2.2%
Value ($000) $3,777 Shares 3,209 Est. Cost $40.25 Unrealized +39.2%
AMGN Amgen Inc 2.2%
Value ($000) $3,757 Shares 19,776 Est. Cost $144.29 Unrealized +7.2%
IVV iShares Core S&P 500 ETF 2.2%
Value ($000) $3,738 Shares 13,136 Est. Cost $3188.38 Unrealized
JPM JPMorgan Chase & Co 2.1%
Value ($000) $3,626 Shares 35,818 Est. Cost $49.80 Unrealized +71.4%
BMY Bristol-Myers Squibb 2.1%
Value ($000) $3,574 Shares 74,915 Est. Cost $41.11 Unrealized -6.8%
INTC Intel Corp 2.1%
Value ($000) $3,555 Shares 66,204 Est. Cost $39.31 Unrealized +11.5%
LMT Lockheed Martin Corp 1.9%
Value ($000) $3,210 Shares 10,695 Est. Cost $249.55 Unrealized -2.4%
CRM Salesforce.com Inc 1.9%
Value ($000) $3,197 Shares 20,185 Est. Cost $126.90 Unrealized +20.7%
MU Micron Technology Inc 1.8%
Value ($000) $3,164 Shares 76,564 Est. Cost $48.19 Unrealized -21.8%
PG Procter & Gamble Co 1.8%
Value ($000) $3,108 Shares 29,868 Est. Cost $81.15 Unrealized +1.1%
Cerner Corp 1.8%
Value ($000) $3,028 Shares 52,923 Est. Cost $60.01 Unrealized
PSX Phillips 66 1.7%
Value ($000) $2,989 Shares 31,409 Est. Cost $71.85 Unrealized +0.1%
VZ Verizon Communications 1.7%
Value ($000) $2,928 Shares 49,513 Est. Cost $38.43 Unrealized +1.3%
Symantec Corp 1.6%
Value ($000) $2,813 Shares 122,367 Est. Cost $22.99 Unrealized
URI United Rentals Inc 1.6%
Value ($000) $2,719 Shares 23,800 Est. Cost $168.12 Unrealized -28.9%
BBY Best Buy Co Inc 1.6%
Value ($000) $2,676 Shares 37,656 Est. Cost $54.37 Unrealized -12.2%
HD Home Depot Inc 1.5%
Value ($000) $2,626 Shares 13,684 Est. Cost $103.91 Unrealized +48.9%
GILD Gilead Sciences Inc 1.5%
Value ($000) $2,524 Shares 38,827 Est. Cost $50.88 Unrealized -0.0%
EFAV iShares MSCI Min Vol EAFE ETF 1.5%
Value ($000) $2,504 Shares 34,772 Est. Cost $68.35 Unrealized
EFA iShares MSCI EAFE Index ETF 1.4%
Value ($000) $2,445 Shares 37,696 Est. Cost $60.90 Unrealized
MPC Marathon Pete Corp 1.4%
Value ($000) $2,433 Shares 40,655 Est. Cost $60.02 Unrealized -16.0%
Foot Locker Inc 1.4%
Value ($000) $2,401 Shares 39,624 Est. Cost $47.14 Unrealized
Walgreens Boots Alliance Inc. 1.4%
Value ($000) $2,352 Shares 37,181 Est. Cost $63.71 Unrealized
AVGO Broadcom INC CORP COMMON 1.3%
Value ($000) $2,248 Shares 7,475 Est. Cost $22.49 Unrealized 0.0%
DIS Walt Disney Company 1.3%
Value ($000) $2,223 Shares 20,022 Est. Cost $107.60 Unrealized +0.3%
NUE Nucor Corp 1.2%
Value ($000) $2,041 Shares 34,975 Est. Cost $42.57 Unrealized +19.1%
EMN Eastman Chemical Co 1.1%
Value ($000) $1,939 Shares 25,555 Est. Cost $61.16 Unrealized +1.5%
Viacom Inc Cl B 1.1%
Value ($000) $1,924 Shares 68,536 Est. Cost $28.18 Unrealized
JKHY Jack Henry & Assoc Inc 1.0%
Value ($000) $1,719 Shares 12,392 Est. Cost $57.27 Unrealized +112.6%
AZO Autozone Inc 1.0%
Value ($000) $1,695 Shares 1,655 Est. Cost $897.60 Unrealized 0.0%
BRK/B Berkshire Hathaway Class B 1.0%
Value ($000) $1,668 Shares 8,305 Est. Cost $157.18 Unrealized +28.4%
DKS Dick's Sporting Goods Inc 1.0%
Value ($000) $1,656 Shares 44,995 Est. Cost $28.73 Unrealized 0.0%
IJR iShares Core S&P Small-Cap ETF 0.9%
Value ($000) $1,482 Shares 19,214 Est. Cost $17817.97 Unrealized
VUG Vanguard Growth Index ETF 0.8%
Value ($000) $1,429 Shares 9,134 Est. Cost $120.77 Unrealized
CSCO Cisco Systems 0.8%
Value ($000) $1,416 Shares 26,222 Est. Cost $21.58 Unrealized +83.1%
JNJ Johnson & Johnson 0.7%
Value ($000) $1,210 Shares 8,659 Est. Cost $82.19 Unrealized +34.3%
VTV Vanguard Value ETF 0.6%
Value ($000) $1,100 Shares 10,217 Est. Cost $92.07 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.6%
Value ($000) $1,087 Shares 26,598 Est. Cost $3863.09 Unrealized
UNP Union Pacific 0.6%
Value ($000) $1,029 Shares 6,155 Est. Cost $121.15 Unrealized +14.0%
MUB iShares National Muni Bond ETF 0.6%
Value ($000) $970 Shares 8,725 Est. Cost $108.96 Unrealized
LARK Landmark Bancshares 0.6%
Value ($000) $950 Shares 41,641 Est. Cost $17.95 Unrealized +3.3%
XOM Exxon Mobil Corp 0.5%
Value ($000) $936 Shares 11,585 Est. Cost $55.28 Unrealized +0.3%
VIG Vanguard Dividend Appreciation Index ETF 0.5%
Value ($000) $847 Shares 7,725 Est. Cost $79.84 Unrealized
VB Vanguard Small-Cap ETF 0.5%
Value ($000) $806 Shares 5,277 Est. Cost $149.55 Unrealized
PEP Pepsico Inc 0.5%
Value ($000) $786 Shares 6,414 Est. Cost $72.21 Unrealized +28.0%
EVRG Evergy INC CORP COMMON 0.4%
Value ($000) $754 Shares 12,990 Est. Cost $40.88 Unrealized +6.9%
AGG iShares Core Total U.S. Bond Market ETF 0.4%
Value ($000) $722 Shares 6,618 Est. Cost $178.50 Unrealized
CVX Chevron Corp 0.4%
Value ($000) $687 Shares 5,576 Est. Cost $74.30 Unrealized +17.7%
DE Deere & Co 0.4%
Value ($000) $629 Shares 3,935 Est. Cost $77.03 Unrealized +87.6%
FBL Financial Group Inc A 0.4%
Value ($000) $627 Shares 10,000 Est. Cost $61.50 Unrealized
CAT Caterpillar Inc 0.4%
Value ($000) $620 Shares 4,575 Est. Cost $62.41 Unrealized +83.6%
IEMG Ishares Inc Core Msci Emerging Mkts Etf 0.4%
Value ($000) $605 Shares 11,691 Est. Cost $56.88 Unrealized
HDV iShares Core High Dividend ETF 0.4%
Value ($000) $605 Shares 6,486 Est. Cost $72.57 Unrealized
BRK/A Berkshire Hathaway Class A 0.4%
Value ($000) $602 Shares 2 Est. Cost $230816.08 Unrealized +31.2%
MRK Merck & Co Inc 0.3%
Value ($000) $521 Shares 6,266 Est. Cost $47.87 Unrealized +26.0%
VTI Vanguard US Total Stock Market ETF 0.3%
Value ($000) $492 Shares 3,397 Est. Cost $16479.63 Unrealized
VO Vanguard Mid-Cap ETF 0.3%
Value ($000) $443 Shares 2,758 Est. Cost $154.69 Unrealized
ALK Alaska Air Group Inc 0.2%
Value ($000) $409 Shares 7,287 Est. Cost $61.92 Unrealized -3.8%
IBM IBM Corporation 0.2%
Value ($000) $398 Shares 2,818 Est. Cost $96.07 Unrealized -1.5%
IWO iShares Russell 2000 Growth Index ETF 0.2%
Value ($000) $372 Shares 1,892 Est. Cost $192.80 Unrealized
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $371 Shares 3,809 Est. Cost $20.81 Unrealized +40.5%
Dowdupont Inc Common 0.2%
Value ($000) $352 Shares 6,601 Est. Cost $69.76 Unrealized
Patterson Companies 0.2%
Value ($000) $336 Shares 15,400 Est. Cost $25.44 Unrealized
COP Conocophillips 0.2%
Value ($000) $319 Shares 4,774 Est. Cost $47.34 Unrealized +11.9%
Blackrock Inc 0.2%
Value ($000) $314 Shares 734 Est. Cost $5094.23 Unrealized
MMM 3M Company 0.2%
Value ($000) $312 Shares 1,500 Est. Cost $105.66 Unrealized +24.0%
CBSH Commerce Bancshares Inc 0.2%
Value ($000) $309 Shares 5,318 Est. Cost $38.19 Unrealized +9.6%
IYG iShares Financial Services ETF 0.2%
Value ($000) $307 Shares 2,461 Est. Cost $112.28 Unrealized
ABBV AbbVie Inc 0.2%
Value ($000) $294 Shares 3,651 Est. Cost $46.18 Unrealized +32.1%
VWO Vanguard FTSE Emerging Markets ETF 0.2%
Value ($000) $273 Shares 6,434 Est. Cost $5286.25 Unrealized
XLRE SPDR Sector Real Estate ETF 0.2%
Value ($000) $273 Shares 7,533 Est. Cost $30.94 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.2%
Value ($000) $264 Shares 1,393 Est. Cost $7441.41 Unrealized
USB US Bancorp New 0.2%
Value ($000) $260 Shares 5,394 Est. Cost $29.81 Unrealized +26.1%
MDY SPDR S&P MidCap 400 Index ETF 0.1%
Value ($000) $257 Shares 745 Est. Cost $262.64 Unrealized
DBC Invesco DB Commodity Index Tracking Fund ETF 0.1%
Value ($000) $253 Shares 15,935 Est. Cost $16.14 Unrealized
ABT Abbott Labs Common 0.1%
Value ($000) $248 Shares 3,107 Est. Cost $34.53 Unrealized +91.4%
XLK SPDR Sector Info Tech ETF 0.1%
Value ($000) $230 Shares 3,104 Est. Cost $55.52 Unrealized
SCZ iShares MSCI EAFE Small-Cap 0.1%
Value ($000) $229 Shares 3,979 Est. Cost $64.41 Unrealized
KO Coca Cola Company 0.1%
Value ($000) $226 Shares 4,820 Est. Cost $30.41 Unrealized +24.2%
BND Vanguard Total Bond Index ETF 0.1%
Value ($000) $222 Shares 2,735 Est. Cost $81.56 Unrealized
HON Honeywell International 0.1%
Value ($000) $221 Shares 1,391 Est. Cost $98.42 Unrealized +23.1%
BAC Bank Of America 0.1%
Value ($000) $206 Shares 7,471 Est. Cost $17.50 Unrealized +36.5%
ADP Automatic Data Processing 0.1%
Value ($000) $205 Shares 1,282 Est. Cost $78.72 Unrealized +59.4%
ADM Archer-Daniels-Midland 0.1%
Value ($000) $203 Shares 4,708 Est. Cost $33.73 Unrealized +3.5%
T AT&T Inc 0.1%
Value ($000) $202 Shares 6,427 Est. Cost $14.51 Unrealized -2.4%
TXN Texas Instruments 0.1%
Value ($000) $202 Shares 1,900 Est. Cost $64.34 Unrealized +32.7%
CMCSA Comcast Corp Class A 0.1%
Value ($000) $195 Shares 4,880 Est. Cost $27.44 Unrealized +14.9%
OKE Oneok Inc New 0.1%
Value ($000) $192 Shares 2,754 Est. Cost $34.11 Unrealized +22.0%
SPY SPDR S&P 500 Index ETF 0.1%
Value ($000) $190 Shares 672 Est. Cost $20781.33 Unrealized
GOOG Alphabet Inc - C 0.1%
Value ($000) $184 Shares 157 Est. Cost $52.86 Unrealized +5.4%
MCD McDonald's Corp 0.1%
Value ($000) $172 Shares 908 Est. Cost $90.81 Unrealized +70.2%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $169 Shares 1,368 Est. Cost $86.16 Unrealized +6.0%
SPGI S&P Global Inc 0.1%
Value ($000) $168 Shares 800 Est. Cost $96.34 Unrealized +89.6%
BSX Boston Scientific Corp 0.1%
Value ($000) $154 Shares 4,000 Est. Cost $27.58 Unrealized +38.5%
LLY Eli Lilly & Co 0.1%
Value ($000) $148 Shares 1,138 Est. Cost $62.52 Unrealized +77.4%
SO Southern Company Inc 0.1%
Value ($000) $144 Shares 2,789 Est. Cost $30.72 Unrealized +21.8%
ELV Anthem Inc. 0.1%
Value ($000) $143 Shares 500 Est. Cost $191.44 Unrealized +37.8%
UPS United Parcel Service 0.1%
Value ($000) $129 Shares 1,150 Est. Cost $69.90 Unrealized +15.8%
PRU Prudential Financial 0.1%
Value ($000) $129 Shares 1,400 Est. Cost $51.06 Unrealized +28.3%
BIP Brookfield Infrastructure Partners LP 0.1%
Value ($000) $126 Shares 3,000 Est. Cost $44.67 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $125 Shares 1,410 Est. Cost $48.61 Unrealized +15.3%
NEE Nextera Energy Inc 0.1%
Value ($000) $124 Shares 640 Est. Cost $22.18 Unrealized +74.0%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $120 Shares 835 Est. Cost $74.65 Unrealized +56.7%
IWS iShares Russell MidCap Value Index ETF 0.1%
Value ($000) $116 Shares 1,339 Est. Cost $81.27 Unrealized
XLY SPDR Sector Consumer Discretionary Sector ETF 0.1%
Value ($000) $116 Shares 1,016 Est. Cost $104.32 Unrealized
KBSR KBS REIT III 0.1%
Value ($000) $116 Shares 9,670 Est. Cost $10.92 Unrealized
United Technologies Corp 0.1%
Value ($000) $110 Shares 854 Est. Cost $3850.94 Unrealized
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $108 Shares 954 Est. Cost $113.68 Unrealized
MA Mastercard Inc Class A 0.1%
Value ($000) $105 Shares 444 Est. Cost $84.50 Unrealized +145.2%
Nordstrom 0.1%
Value ($000) $102 Shares 2,304 Est. Cost $49.75 Unrealized
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.1%
Value ($000) $100 Shares 1,156 Est. Cost $1920.68 Unrealized
Anadarko Petroleum Corp 0.1%
Value ($000) $93 Shares 2,046 Est. Cost $66.57 Unrealized
WFC Wells Fargo & Co New 0.1%
Value ($000) $92 Shares 1,902 Est. Cost $39.54 Unrealized +3.1%
WM Waste Management Inc 0.1%
Value ($000) $91 Shares 880 Est. Cost $73.45 Unrealized +18.5%
Raytheon Company 0.1%
Value ($000) $91 Shares 500 Est. Cost $185.98 Unrealized
IWF iShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $90 Shares 592 Est. Cost $107.41 Unrealized
NKE Nike Inc Cl B 0.1%
Value ($000) $89 Shares 1,060 Est. Cost $48.52 Unrealized +55.3%
American Finance Trust Inc CL A 0.1%
Value ($000) $87 Shares 8,035 Est. Cost $13.24 Unrealized
iShares iBonds 12-2022 ETF 0.1%
Value ($000) $87 Shares 3,485 Est. Cost $24.10 Unrealized
iShares iBonds 12-2023 ETF 0.1%
Value ($000) $87 Shares 3,497 Est. Cost $24.31 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $86 Shares 1,505 Est. Cost $30.16 Unrealized -1.5%
iShares iBonds 12-2021ETF 0.1%
Value ($000) $86 Shares 3,477 Est. Cost $24.45 Unrealized
IWP iShares Russell Midcap Growth Index ETF 0.0%
Value ($000) $85 Shares 629 Est. Cost $97.44 Unrealized
CLX Clorox Company 0.0%
Value ($000) $84 Shares 525 Est. Cost $80.19 Unrealized +58.2%
SCI Service Corp International 0.0%
Value ($000) $82 Shares 2,050 Est. Cost $24.32 Unrealized +71.7%
Healthcare Trust, Inc 0.0%
Value ($000) $81 Shares 4,000 Est. Cost $20.25 Unrealized
ORCL Oracle Systems Corp 0.0%
Value ($000) $81 Shares 1,500 Est. Cost $36.94 Unrealized +24.7%
BNDX Vanguard Total Intl Bond Index ETF 0.0%
Value ($000) $80 Shares 1,427 Est. Cost $54.69 Unrealized
LQD iShares IBOXX US Inv Grade Corp Bond ETF 0.0%
Value ($000) $79 Shares 665 Est. Cost $120.32 Unrealized
XLV SPDR Sector Health Care ETF 0.0%
Value ($000) $77 Shares 843 Est. Cost $91.34 Unrealized
General Electric 0.0%
Value ($000) $77 Shares 7,668 Est. Cost $18.98 Unrealized
META Facebook Inc Class A 0.0%
Value ($000) $77 Shares 459 Est. Cost $132.99 Unrealized +18.8%
GLW Corning Inc 0.0%
Value ($000) $74 Shares 2,245 Est. Cost $20.64 Unrealized +31.0%
VDE Vanguard Energy ETF 0.0%
Value ($000) $74 Shares 831 Est. Cost $98.68 Unrealized
XLC SPDR Sector Communication Srvc ETF 0.0%
Value ($000) $72 Shares 1,531 Est. Cost $45.58 Unrealized
IDA Idacorp Inc 0.0%
Value ($000) $70 Shares 700 Est. Cost $59.55 Unrealized +63.0%
TSN Tyson Foods Cl A 0.0%
Value ($000) $67 Shares 960 Est. Cost $31.83 Unrealized +60.0%
WELL Welltower Inc 0.0%
Value ($000) $66 Shares 850 Est. Cost $48.83 Unrealized +23.5%
GS Goldman Sachs Grp Inc 0.0%
Value ($000) $66 Shares 342 Est. Cost $175.28 Unrealized -6.3%
Royal Dutch Shell B 0.0%
Value ($000) $64 Shares 996 Est. Cost $60.24 Unrealized
XLP SPDR Sector Consumer Staples Sector ETF 0.0%
Value ($000) $61 Shares 1,084 Est. Cost $55.40 Unrealized
XLI SPDR Sector Industrials ETF 0.0%
Value ($000) $60 Shares 803 Est. Cost $74.72 Unrealized
XLB SPDR Sector Basic Materials ETF 0.0%
Value ($000) $59 Shares 1,057 Est. Cost $53.89 Unrealized
Cole Credit Property Trust V - A Share REIT 0.0%
Value ($000) $59 Shares 2,667 Est. Cost $22.12 Unrealized
MCK McKesson Corp 0.0%
Value ($000) $59 Shares 500 Est. Cost $204.26 Unrealized -42.6%
HPQ Hp Inc Common 0.0%
Value ($000) $56 Shares 2,901 Est. Cost $12.51 Unrealized +33.5%
NOC Northrop Grumman Corp 0.0%
Value ($000) $54 Shares 200 Est. Cost $137.50 Unrealized +77.2%
ALL Allstate Corp 0.0%
Value ($000) $54 Shares 576 Est. Cost $57.91 Unrealized +32.8%
OXY Occidental Petroleum 0.0%
Value ($000) $53 Shares 808 Est. Cost $55.64 Unrealized +1.5%
DVY iShares DJ Select Dividend Index ETF 0.0%
Value ($000) $53 Shares 538 Est. Cost $89.22 Unrealized
CB Chubb Limited 0.0%
Value ($000) $52 Shares 374 Est. Cost $113.13 Unrealized +4.8%
CSX CSX Corp 0.0%
Value ($000) $51 Shares 679 Est. Cost $9.91 Unrealized +113.0%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $50 Shares 402 Est. Cost $120.94 Unrealized
XLE SPDR Sector Energy ETF 0.0%
Value ($000) $49 Shares 741 Est. Cost $66.58 Unrealized
CL Colgate-Palmolive 0.0%
Value ($000) $48 Shares 700 Est. Cost $54.39 Unrealized +1.1%
C Citigroup Inc 0.0%
Value ($000) $47 Shares 749 Est. Cost $56.47 Unrealized -13.6%
XLU SPDR Sector Utilities ETF 0.0%
Value ($000) $47 Shares 800 Est. Cost $58.75 Unrealized
Altaba Inc Common 0.0%
Value ($000) $44 Shares 600 Est. Cost $70.00 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $33.53 Unrealized +23.5%
BANF Bancfirst Corp 0.0%
Value ($000) $42 Shares 800 Est. Cost $33.51 Unrealized +39.7%
FS Global Credit Opportuniteis Cl A 0.0%
Value ($000) $42 Shares 5,317 Est. Cost $7.71 Unrealized
HMS Income Fund, Inc. 0.0%
Value ($000) $42 Shares 5,128 Est. Cost $7.80 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $41 Shares 1,235 Est. Cost $33.20 Unrealized
Corporate Capital Trust, Inc. 0.0%
Value ($000) $40 Shares 4,545 Est. Cost $8.80 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $40 Shares 220 Est. Cost $153.01 Unrealized +1.9%
GM General Motors Co. 0.0%
Value ($000) $40 Shares 1,072 Est. Cost $37.86 Unrealized -8.0%
TRV Travelers Co Inc 0.0%
Value ($000) $39 Shares 283 Est. Cost $98.44 Unrealized +12.0%
LOW Lowes Companies Inc 0.0%
Value ($000) $38 Shares 350 Est. Cost $64.21 Unrealized +37.1%
TMP Tompkins Financial Corp 0.0%
Value ($000) $38 Shares 500 Est. Cost $64.73 Unrealized -5.7%
LUV Southwest Airlines 0.0%
Value ($000) $38 Shares 725 Est. Cost $41.27 Unrealized +17.0%
XRT SPDR S&P Retail Index ETF 0.0%
Value ($000) $38 Shares 835 Est. Cost $40.68 Unrealized
Calamos Strategic Total Return CEF 0.0%
Value ($000) $37 Shares 3,017 Est. Cost $10.28 Unrealized
NFLX Netflix, Inc. 0.0%
Value ($000) $37 Shares 105 Est. Cost $9.61 Unrealized +260.9%
LFUS Littelfuse Inc 0.0%
Value ($000) $36 Shares 200 Est. Cost $97.71 Unrealized +88.9%
NTRS Northern Trust Company 0.0%
Value ($000) $36 Shares 400 Est. Cost $60.19 Unrealized +21.2%
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value ($000) $36 Shares 850 Est. Cost $38.82 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $36 Shares 800 Est. Cost $27.38 Unrealized +30.2%
INGR Ingredion Inc 0.0%
Value ($000) $35 Shares 370 Est. Cost $131.99 Unrealized -28.4%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $34 Shares 286 Est. Cost $112.84 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $34 Shares 1,064 Est. Cost $48.27 Unrealized -31.4%
iShares iBonds 12-2022 Muni ETF 0.0%
Value ($000) $34 Shares 1,303 Est. Cost $25.38 Unrealized
iShares iBonds 12-2021 Muni ETF 0.0%
Value ($000) $34 Shares 1,307 Est. Cost $25.32 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $32 Shares 888 Est. Cost $22.33 Unrealized +2.5%
Tortoise Energy Infrastructure Corp CEF 0.0%
Value ($000) $31 Shares 1,300 Est. Cost $31.11 Unrealized
iShares iBonds Muni 12-2023 ETF 0.0%
Value ($000) $30 Shares 1,188 Est. Cost $25.25 Unrealized
ARKK Ark Innovation Etf 0.0%
Value ($000) $29 Shares 628 Est. Cost $46.18 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $29 Shares 339 Est. Cost $59.68 Unrealized +4.6%
Etfmg Prime Mobile Payments Etf 0.0%
Value ($000) $29 Shares 670 Est. Cost $43.28 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $29 Shares 580 Est. Cost $15.94 Unrealized +67.7%
TSLA Tesla Motors Inc 0.0%
Value ($000) $28 Shares 100 Est. Cost $15.15 Unrealized +32.5%
Meredith Corp 0.0%
Value ($000) $28 Shares 500 Est. Cost $66.00 Unrealized
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $28 Shares 349 Est. Cost $80.26 Unrealized
CBS Corp Cl B 0.0%
Value ($000) $28 Shares 596 Est. Cost $60.37 Unrealized
NHHS Northstar HealthCare Income, Inc 0.0%
Value ($000) $28 Shares 3,610 Est. Cost $8.99 Unrealized
HPE Hewlett Packard Enterprise Common 0.0%
Value ($000) $28 Shares 1,788 Est. Cost $7.17 Unrealized +72.3%
Adams Diversified Equity Fund Inc Cf 0.0%
Value ($000) $27 Shares 1,894 Est. Cost $14.78 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $27 Shares 295 Est. Cost $60.37 Unrealized +23.1%
D Dominion Resources Inc 0.0%
Value ($000) $26 Shares 335 Est. Cost $49.58 Unrealized +8.7%
WY Weyerhaeuser Co 0.0%
Value ($000) $25 Shares 952 Est. Cost $22.30 Unrealized -13.5%
ITA iShares Aerospace & Defense ETF 0.0%
Value ($000) $25 Shares 125 Est. Cost $171.12 Unrealized
IBB iShares Nasdaq Biotech ETF 0.0%
Value ($000) $24 Shares 216 Est. Cost $97.56 Unrealized
HYG iShares IBOXX High Yield Corp Bond ETF 0.0%
Value ($000) $24 Shares 276 Est. Cost $79.71 Unrealized
Invesco Bulletshares 2022 Corporate Bond Etf Invsc Crp Bnd 0.0%
Value ($000) $24 Shares 1,125 Est. Cost $20.72 Unrealized
TXT Textron Inc 0.0%
Value ($000) $24 Shares 483 Est. Cost $53.87 Unrealized -5.1%
BDX Becton Dickinson & Co 0.0%
Value ($000) $23 Shares 93 Est. Cost $180.37 Unrealized +17.9%
NSC Norfolk Southern Corp 0.0%
Value ($000) $23 Shares 121 Est. Cost $112.80 Unrealized +33.4%
Kellogg Co 0.0%
Value ($000) $23 Shares 400 Est. Cost $42.08 Unrealized -1.5%
Unilever N V NY Shares 0.0%
Value ($000) $23 Shares 400 Est. Cost $41.76 Unrealized
CCL Carnival Corp New F 0.0%
Value ($000) $23 Shares 450 Est. Cost $42.22 Unrealized +25.1%
Deciphera Pharmaceuticals Inc 0.0%
Value ($000) $23 Shares 991 Est. Cost $39.35 Unrealized
HSY Hershey Co 0.0%
Value ($000) $23 Shares 200 Est. Cost $74.07 Unrealized +25.3%
GIS General Mills Incorporated 0.0%
Value ($000) $23 Shares 435 Est. Cost $36.91 Unrealized -3.1%
IHE Ishares Tr US Pharmaceuticals Etf 0.0%
Value ($000) $22 Shares 142 Est. Cost $141.51 Unrealized
AXP American Express 0.0%
Value ($000) $22 Shares 200 Est. Cost $60.98 Unrealized +57.1%
EMR Emerson Electric 0.0%
Value ($000) $21 Shares 305 Est. Cost $55.04 Unrealized +1.8%
AEP American Electrical Power Inc 0.0%
Value ($000) $21 Shares 250 Est. Cost $46.37 Unrealized +34.7%
CTAS Cintas Corp Common 0.0%
Value ($000) $21 Shares 102 Est. Cost $27.09 Unrealized +67.3%
Pimco Strategic Income Fund, INC Cf 0.0%
Value ($000) $21 Shares 2,000 Est. Cost $10.50 Unrealized
IYR iShares DJ US Real Estate Index ETF 0.0%
Value ($000) $20 Shares 235 Est. Cost $68970.56 Unrealized
RJF Raymond James Financial Inc 0.0%
Value ($000) $20 Shares 253 Est. Cost $31.81 Unrealized +51.2%
MLM Martin Marietta Matls Inc 0.0%
Value ($000) $20 Shares 100 Est. Cost $117.97 Unrealized +50.6%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $20 Shares 82 Est. Cost $210.53 Unrealized +8.1%
DOV Dover Corp 0.0%
Value ($000) $20 Shares 210 Est. Cost $73.40 Unrealized +6.5%
VFC VF Corp 0.0%
Value ($000) $20 Shares 235 Est. Cost $67.48 Unrealized +15.6%
Blackstone Group LP 0.0%
Value ($000) $20 Shares 575 Est. Cost $33.04 Unrealized
DUK Duke Energy Corp. 0.0%
Value ($000) $19 Shares 215 Est. Cost $54.74 Unrealized +22.2%
CRAK Vaneck Vectors Oil Refiners ETF 0.0%
Value ($000) $19 Shares 675 Est. Cost $26.47 Unrealized
AGCO AGCO Corp 0.0%
Value ($000) $19 Shares 275 Est. Cost $43.68 Unrealized +22.3%
PNC PNC Financial Services 0.0%
Value ($000) $19 Shares 155 Est. Cost $109.48 Unrealized -11.6%
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $19 Shares 253 Est. Cost $29.75 Unrealized +114.2%
NVS Novartis AG-ADR 0.0%
Value ($000) $19 Shares 200 Est. Cost $13001.02 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $19 Shares 639 Est. Cost $35.79 Unrealized -26.7%
IEF iShares Barclays 7-10 Yr Treas Bond ETF 0.0%
Value ($000) $19 Shares 180 Est. Cost $105588.89 Unrealized
PSI Invesco Dynamic Semiconductors ETF 0.0%
Value ($000) $19 Shares 350 Est. Cost $43.89 Unrealized
SFNC Simmons First Natl Corp Class A 0.0%
Value ($000) $19 Shares 780 Est. Cost $28.99 Unrealized -11.6%
IP International Paper Co 0.0%
Value ($000) $19 Shares 400 Est. Cost $33.70 Unrealized -5.7%
ROK Rockwell Automation 0.0%
Value ($000) $18 Shares 105 Est. Cost $93.86 Unrealized +59.8%
KBS REIT II 0.0%
Value ($000) $18 Shares 3,612 Est. Cost $4.98 Unrealized
TSM Taiwan Semiconductor 0.0%
Value ($000) $17 Shares 425 Est. Cost $37.65 Unrealized
ALEX Alexander & Baldwin Inc 0.0%
Value ($000) $17 Shares 650 Est. Cost $18.46 Unrealized
OGS One Gas Inc. 0.0%
Value ($000) $17 Shares 196 Est. Cost $82.46 Unrealized +1.9%
L3 Technologies INC CORP COMMON 0.0%
Value ($000) $17 Shares 84 Est. Cost $202.38 Unrealized
WRB WR Berkley Corp 0.0%
Value ($000) $17 Shares 195 Est. Cost $14.61 Unrealized +38.7%
CAG Conagra 0.0%
Value ($000) $17 Shares 600 Est. Cost $22.50 Unrealized -22.7%
WEC Wec Energy Group Inc Common 0.0%
Value ($000) $16 Shares 200 Est. Cost $34.80 Unrealized +71.4%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $16 Shares 202 Est. Cost $39.66 Unrealized +77.9%
SMG Scotts Miracle-Grow 0.0%
Value ($000) $16 Shares 200 Est. Cost $54.98 Unrealized +6.8%
F Ford Motor Company New 0.0%
Value ($000) $15 Shares 1,715 Est. Cost $8.27 Unrealized -26.5%
FE First Energy Corp 0.0%
Value ($000) $15 Shares 353 Est. Cost $21.37 Unrealized +40.5%
TRGP Targa Resources Corp COMMON 0.0%
Value ($000) $14 Shares 345 Est. Cost $38.06 Unrealized -11.5%
TMO Thermo Fisher Corp 0.0%
Value ($000) $14 Shares 50 Est. Cost $132.76 Unrealized +84.1%
BHP BHP Billiton Limited ADR 0.0%
Value ($000) $14 Shares 249 Est. Cost $48.19 Unrealized
WNC Wabash Natl Corp Common 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $17.53 Unrealized -30.6%
OLN Olin Corp 0.0%
Value ($000) $14 Shares 602 Est. Cost $17.44 Unrealized +13.1%
CI Cigna Corp COMMON 0.0%
Value ($000) $14 Shares 84 Est. Cost $167.01 Unrealized 0.0%
SUSA iShares MSCI USA EEG Select ETF 0.0%
Value ($000) $14 Shares 120 Est. Cost $79.17 Unrealized
IYC iShares DJ US Consumer Services Sector ETF 0.0%
Value ($000) $14 Shares 69 Est. Cost $173.91 Unrealized
IGV iShares Tech-Software ETF 0.0%
Value ($000) $13 Shares 62 Est. Cost $173.33 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $13 Shares 100 Est. Cost $108.16 Unrealized -0.7%
VTIP Vanguard Short-Term TIPS ETF 0.0%
Value ($000) $12 Shares 240 Est. Cost $2568.83 Unrealized
KSS Kohls Corp 0.0%
Value ($000) $12 Shares 178 Est. Cost $69.43 Unrealized -2.3%
NDAQ NASDAQ Inc. 0.0%
Value ($000) $12 Shares 140 Est. Cost $13.68 Unrealized +87.9%
Celgene Corp 0.0%
Value ($000) $12 Shares 132 Est. Cost $64.16 Unrealized
BUD Anheuser Busch Inbev SPN ADR 0.0%
Value ($000) $11 Shares 130 Est. Cost $84.62 Unrealized
Glaxo Smith Kline PLC 0.0%
Value ($000) $11 Shares 271 Est. Cost $36.90 Unrealized
iShares Healthcare Staples ETF 0.0%
Value ($000) $11 Shares 403 Est. Cost $26.23 Unrealized
HP Helmerich & Payne Inc 0.0%
Value ($000) $11 Shares 200 Est. Cost $65.43 Unrealized -16.7%
IJK iShares S&P MidCap 400 Growth ETF 0.0%
Value ($000) $10 Shares 44 Est. Cost $160.00 Unrealized
PAVE Global Infrastructure ETF 0.0%
Value ($000) $10 Shares 636 Est. Cost $13.50 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $10 Shares 828 Est. Cost $9.70 Unrealized +0.6%
DG Dollar Gen Corp New Common 0.0%
Value ($000) $10 Shares 88 Est. Cost $76.55 Unrealized +38.8%
Unilever PLC ADR 0.0%
Value ($000) $10 Shares 180 Est. Cost $55.56 Unrealized
CVS CVS Corporation 0.0%
Value ($000) $10 Shares 185 Est. Cost $55.04 Unrealized -10.1%
TMUS T-Mobile US Inc 0.0%
Value ($000) $9 Shares 125 Est. Cost $32.25 Unrealized +109.6%
FISV Fiserv Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $78.49 Unrealized +5.1%
ROST Ross Stores Inc 0.0%
Value ($000) $9 Shares 99 Est. Cost $44.88 Unrealized +90.9%
XME SPDR S&P Metals and Mining Index ETF 0.0%
Value ($000) $8 Shares 255 Est. Cost $26.04 Unrealized
SWX Southwest Gas Corp 0.0%
Value ($000) $8 Shares 100 Est. Cost $59.06 Unrealized +35.4%
CNDT Conduent Inc 0.0%
Value ($000) $8 Shares 600 Est. Cost $15.65 Unrealized -14.9%
DXC DXC Technology Common 0.0%
Value ($000) $8 Shares 131 Est. Cost $64.96 Unrealized -5.3%
CAH Cardinal Health Inc. 0.0%
Value ($000) $8 Shares 175 Est. Cost $46.17 Unrealized -11.1%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $8 Shares 59 Est. Cost $112.52 Unrealized
WRAP WRAP Tech. Inc. 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $4.59 Unrealized 0.0%
MCHP Microchip Technology Inc 0.0%
Value ($000) $7 Shares 85 Est. Cost $22.11 Unrealized +64.7%
MS Morgan Stanley 0.0%
Value ($000) $7 Shares 162 Est. Cost $39.73 Unrealized -14.4%
KBS Strategic Opportunity REIT NSA 0.0%
Value ($000) $7 Shares 670 Est. Cost $11.03 Unrealized
Hancock John Premium Dividend CEF 0.0%
Value ($000) $6 Shares 389 Est. Cost $17.99 Unrealized
HYMB SPDR Nuveen S&P High Yield Muni ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.0%
Value ($000) $6 Shares 32 Est. Cost $156.25 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $6 Shares 50 Est. Cost $105.11 Unrealized
Cypress Semiconductor Corp 0.0%
Value ($000) $6 Shares 425 Est. Cost $14.12 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $6 Shares 72 Est. Cost $12519.45 Unrealized
Micro Focus Intl Plc Sponsored ADR New 0.0%
Value ($000) $5 Shares 208 Est. Cost $32.79 Unrealized
CFFN Capitol Federal Finl Inc. 0.0%
Value ($000) $4 Shares 295 Est. Cost $7.49 Unrealized +11.7%
ECL Ecolab Inc 0.0%
Value ($000) $4 Shares 25 Est. Cost $95.34 Unrealized +58.3%
Apergy Corp COMMON 0.0%
Value ($000) $4 Shares 105 Est. Cost $28.57 Unrealized
AVA Avista Corp 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.19 Unrealized -16.3%
SPH Suburban Propane Partnership Lp 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $4 Shares 35 Est. Cost $67.51 Unrealized +31.0%
WAB Westinghouse Air Brake Technologies Corp Wabtec COMMON 0.0%
Value ($000) $3 Shares 42 Est. Cost $69.17 Unrealized 0.0%
YUM Yum Brands Inc 0.0%
Value ($000) $3 Shares 35 Est. Cost $83.46 Unrealized 0.0%
Harris Corp 0.0%
Value ($000) $3 Shares 21 Est. Cost $95.24 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $3 Shares 60 Est. Cost $45.80 Unrealized -0.1%
RWX SPDR Dow Jones International Real Estate ETF 0.0%
Value ($000) $2 Shares 56 Est. Cost $43.29 Unrealized
WMB Williams Companies 0.0%
Value ($000) $2 Shares 78 Est. Cost $19.23 Unrealized -5.1%
Uniti Group INC CORP COMMON 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
KN Knowles Corp Common 0.0%
Value ($000) $2 Shares 105 Est. Cost $14.65 Unrealized +5.6%
YUMC Yum China Hldgs Inc 0.0%
Value ($000) $2 Shares 35 Est. Cost $39.39 Unrealized 0.0%
XZFGX Virtus Total Retrun Fd. Inc. 0.0%
Value ($000) $2 Shares 201 Est. Cost $14.93 Unrealized
Corbus Pharmaceuticals 0.0%
Value ($000) $1 Shares 99 Est. Cost $10.10 Unrealized
Arconic Inc Common 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
Windstream Holdings INC CORP COMMON 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
ZNOG Zion Oil & Gas Inc Common 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.68 Unrealized -67.3%
Zix Corp 0.0%
Value ($000) $1 Shares 167 Est. Cost $5.99 Unrealized
DOX Amdocs LTD 0.0%
Value ($000) $1 Shares 3 Est. Cost $57.32 Unrealized -15.1%
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $1 Shares 12 Est. Cost $37.46 Unrealized 0.0%
ETR Entergy Corp New 0.0%
Value ($000) $1 Shares 6 Est. Cost $26.14 Unrealized +34.7%
AA Alcoa Corp Common 0.0%
Value ($000) $1 Shares 11 Est. Cost $25.90 Unrealized +5.5%
CC Chemours Common 0.0%
Value ($000) $1 Shares 16 Est. Cost $32.39 Unrealized -15.7%
Rockwell Medical INC CORP COMMON 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
SKY Skyline Corp 0.0%
Value ($000) $1 Shares 55 Est. Cost $11.00 Unrealized +66.7%
FLR Fluor Corporation New 0.0%
Value ($000) $1 Shares 39 Est. Cost $45.83 Unrealized -23.3%
Perspecta INC CORP COMMON 0.0%
Value ($000) $1 Shares 65 Est. Cost $25.97 Unrealized
GTX Garrett Motion INC CORP COMMON 0.0%
Value ($000) $1 Shares 70 Est. Cost $13.59 Unrealized +10.9%
FCX Freeport McMoran, Inc. 0.0%
Value ($000) $1 Shares 2 Est. Cost $16.78 Unrealized -33.7%