Trust Co Diversified Active

CIK: 0001632554 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 9, 2019

Total Value ($000): $105,896 (100.0% shares, 0.0% debt)

Holdings (321)

XLF SPDR Sector Financial ETF 4.8%
Value ($000) $5,037 Shares 179,878 Est. Cost $24.06 Unrealized
XLK SPDR Sector Info Tech ETF 4.8%
Value ($000) $5,031 Shares 62,479 Est. Cost $78.00 Unrealized
AMZN Amazon.com Inc 3.8%
Value ($000) $4,039 Shares 2,327 Est. Cost $45.41 Unrealized +104.2%
IVV iShares Core S&P 500 ETF 3.7%
Value ($000) $3,929 Shares 13,163 Est. Cost $3188.38 Unrealized
BRK/B Berkshire Hathaway Class B 2.9%
Value ($000) $3,109 Shares 14,948 Est. Cost $181.37 Unrealized +13.6%
XLI SPDR Sector Industrials ETF 2.9%
Value ($000) $3,046 Shares 39,237 Est. Cost $77.37 Unrealized
XLY SPDR Sector Consumer Discretionary Sector ETF 2.8%
Value ($000) $3,005 Shares 24,900 Est. Cost $118.64 Unrealized
XLV SPDR Sector Health Care ETF 2.8%
Value ($000) $3,002 Shares 33,305 Est. Cost $91.79 Unrealized
AAPL Apple Inc 2.6%
Value ($000) $2,767 Shares 12,354 Est. Cost $28.30 Unrealized +77.5%
JPM JPMorgan Chase & Co 2.4%
Value ($000) $2,573 Shares 21,863 Est. Cost $49.80 Unrealized +90.9%
XLP SPDR Sector Consumer Staples Sector ETF 2.4%
Value ($000) $2,505 Shares 40,781 Est. Cost $58.00 Unrealized
EFAV iShares MSCI Min Vol EAFE ETF 2.2%
Value ($000) $2,380 Shares 32,480 Est. Cost $68.35 Unrealized
XLC SPDR Sector Communication Srvc ETF 2.2%
Value ($000) $2,338 Shares 47,206 Est. Cost $49.17 Unrealized
EFA iShares MSCI EAFE Index ETF 2.2%
Value ($000) $2,301 Shares 35,281 Est. Cost $60.90 Unrealized
MSFT Microsoft 2.1%
Value ($000) $2,208 Shares 15,884 Est. Cost $79.53 Unrealized +63.4%
XLU SPDR Sector Utilities ETF 2.0%
Value ($000) $2,091 Shares 32,301 Est. Cost $59.62 Unrealized
JKHY Jack Henry & Assoc Inc 1.7%
Value ($000) $1,809 Shares 12,392 Est. Cost $57.27 Unrealized +129.1%
AMT American Tower REIT 1.6%
Value ($000) $1,727 Shares 7,810 Est. Cost $96.47 Unrealized +90.1%
HD Home Depot Inc 1.5%
Value ($000) $1,627 Shares 7,014 Est. Cost $103.91 Unrealized +80.0%
V Visa Inc Class A 1.5%
Value ($000) $1,536 Shares 8,931 Est. Cost $122.58 Unrealized +38.9%
INTC Intel Corp 1.4%
Value ($000) $1,490 Shares 28,920 Est. Cost $39.31 Unrealized +9.4%
XLE SPDR Sector Energy ETF 1.4%
Value ($000) $1,440 Shares 24,322 Est. Cost $63.78 Unrealized
XLB SPDR Sector Basic Materials ETF 1.4%
Value ($000) $1,437 Shares 24,686 Est. Cost $58.30 Unrealized
BA Boeing 1.3%
Value ($000) $1,420 Shares 3,732 Est. Cost $308.97 Unrealized +14.0%
VUG Vanguard Growth Index ETF 1.2%
Value ($000) $1,249 Shares 7,512 Est. Cost $120.77 Unrealized
XLRE SPDR Sector Real Estate ETF 1.2%
Value ($000) $1,241 Shares 31,552 Est. Cost $35.56 Unrealized
CSCO Cisco Systems 1.2%
Value ($000) $1,235 Shares 24,985 Est. Cost $21.87 Unrealized +95.6%
GOOGL Alphabet Inc - A 1.1%
Value ($000) $1,174 Shares 961 Est. Cost $40.25 Unrealized +46.0%
IJR iShares Core S&P Small-Cap ETF 1.1%
Value ($000) $1,144 Shares 14,701 Est. Cost $17817.97 Unrealized
JNJ Johnson & Johnson 1.1%
Value ($000) $1,114 Shares 8,610 Est. Cost $82.19 Unrealized +33.8%
XOM Exxon Mobil Corp 1.0%
Value ($000) $1,044 Shares 14,786 Est. Cost $55.32 Unrealized -2.8%
LARK Landmark Bancshares 1.0%
Value ($000) $1,023 Shares 43,675 Est. Cost $17.98 Unrealized +2.1%
MUB iShares National Muni Bond ETF 1.0%
Value ($000) $1,019 Shares 8,932 Est. Cost $109.07 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.9%
Value ($000) $1,006 Shares 24,498 Est. Cost $3863.09 Unrealized
BMY Bristol-Myers Squibb 0.9%
Value ($000) $969 Shares 19,111 Est. Cost $41.11 Unrealized -10.5%
VIG Vanguard Dividend Appreciation Index ETF 0.9%
Value ($000) $963 Shares 8,050 Est. Cost $81.76 Unrealized
UNP Union Pacific 0.9%
Value ($000) $950 Shares 5,866 Est. Cost $121.15 Unrealized +20.3%
VTV Vanguard Value ETF 0.8%
Value ($000) $898 Shares 8,041 Est. Cost $92.07 Unrealized
PEP Pepsico Inc 0.8%
Value ($000) $838 Shares 6,113 Est. Cost $72.21 Unrealized +51.4%
AMGN Amgen Inc 0.8%
Value ($000) $804 Shares 4,155 Est. Cost $144.29 Unrealized +9.5%
CVX Chevron Corp 0.7%
Value ($000) $732 Shares 6,173 Est. Cost $77.39 Unrealized +18.3%
EMN Eastman Chemical Co 0.7%
Value ($000) $718 Shares 9,723 Est. Cost $61.16 Unrealized -6.8%
VB Vanguard Small-Cap ETF 0.7%
Value ($000) $693 Shares 4,501 Est. Cost $149.55 Unrealized
DE Deere & Co 0.6%
Value ($000) $664 Shares 3,935 Est. Cost $77.03 Unrealized +89.6%
EVRG Evergy INC CORP COMMON 0.6%
Value ($000) $644 Shares 9,674 Est. Cost $40.88 Unrealized +20.7%
BRK/A Berkshire Hathaway Class A 0.6%
Value ($000) $624 Shares 2 Est. Cost $230816.08 Unrealized +34.1%
HDV iShares Core High Dividend ETF 0.6%
Value ($000) $601 Shares 6,386 Est. Cost $72.57 Unrealized
FBL Financial Group Inc A 0.6%
Value ($000) $595 Shares 10,000 Est. Cost $61.50 Unrealized
GILD Gilead Sciences Inc 0.5%
Value ($000) $580 Shares 9,148 Est. Cost $50.88 Unrealized +0.2%
CAT Caterpillar Inc 0.5%
Value ($000) $578 Shares 4,575 Est. Cost $62.41 Unrealized +78.0%
MRK Merck & Co Inc 0.5%
Value ($000) $540 Shares 6,410 Est. Cost $48.26 Unrealized +35.7%
UPS United Parcel Service 0.5%
Value ($000) $523 Shares 4,369 Est. Cost $79.15 Unrealized +12.4%
PFE Pfizer 0.5%
Value ($000) $522 Shares 14,519 Est. Cost $28.97 Unrealized -6.7%
AGG iShares Core Total U.S. Bond Market ETF 0.5%
Value ($000) $517 Shares 4,569 Est. Cost $178.50 Unrealized
VTI Vanguard US Total Stock Market ETF 0.5%
Value ($000) $513 Shares 3,397 Est. Cost $16479.63 Unrealized
LMT Lockheed Martin Corp 0.5%
Value ($000) $480 Shares 1,231 Est. Cost $249.55 Unrealized +26.8%
VO Vanguard Mid-Cap ETF 0.4%
Value ($000) $462 Shares 2,758 Est. Cost $154.69 Unrealized
VZ Verizon Communications 0.4%
Value ($000) $441 Shares 7,310 Est. Cost $38.86 Unrealized +4.1%
IBM IBM Corporation 0.4%
Value ($000) $407 Shares 2,798 Est. Cost $96.14 Unrealized +6.6%
WMT Wal-Mart Stores Inc 0.4%
Value ($000) $405 Shares 3,410 Est. Cost $20.81 Unrealized +65.6%
T AT&T Inc 0.4%
Value ($000) $397 Shares 10,481 Est. Cost $15.18 Unrealized +12.0%
IEMG Ishares Inc Core Msci Emerging Mkts Etf 0.4%
Value ($000) $388 Shares 7,915 Est. Cost $56.88 Unrealized
IWO iShares Russell 2000 Growth Index ETF 0.3%
Value ($000) $365 Shares 1,892 Est. Cost $192.80 Unrealized
Raytheon Company 0.3%
Value ($000) $325 Shares 1,657 Est. Cost $193.07 Unrealized
CBSH Commerce Bancshares Inc 0.3%
Value ($000) $323 Shares 5,318 Est. Cost $38.19 Unrealized +7.8%
Kellogg Co 0.3%
Value ($000) $312 Shares 4,855 Est. Cost $45.09 Unrealized +0.6%
Blackrock Inc 0.3%
Value ($000) $312 Shares 699 Est. Cost $4947.94 Unrealized
UNH Unitedhealth Group Inc 0.3%
Value ($000) $300 Shares 1,381 Est. Cost $215.95 Unrealized +0.5%
PSX Phillips 66 0.3%
Value ($000) $290 Shares 2,836 Est. Cost $71.85 Unrealized +7.5%
ABBV AbbVie Inc 0.3%
Value ($000) $284 Shares 3,751 Est. Cost $46.35 Unrealized +13.5%
NUE Nucor Corp 0.3%
Value ($000) $275 Shares 5,401 Est. Cost $42.57 Unrealized +7.6%
Patterson Companies 0.3%
Value ($000) $274 Shares 15,400 Est. Cost $25.44 Unrealized
USB US Bancorp New 0.3%
Value ($000) $265 Shares 4,794 Est. Cost $29.81 Unrealized +38.0%
MDY SPDR S&P MidCap 400 Index ETF 0.2%
Value ($000) $250 Shares 710 Est. Cost $262.64 Unrealized
TXN Texas Instruments 0.2%
Value ($000) $246 Shares 1,900 Est. Cost $64.34 Unrealized +59.9%
MMM 3M Company 0.2%
Value ($000) $244 Shares 1,487 Est. Cost $105.66 Unrealized +4.7%
KO Coca Cola Company 0.2%
Value ($000) $243 Shares 4,470 Est. Cost $30.41 Unrealized +44.6%
EMR Emerson Electric 0.2%
Value ($000) $243 Shares 3,637 Est. Cost $54.38 Unrealized -0.0%
ABT Abbott Labs Common 0.2%
Value ($000) $242 Shares 2,892 Est. Cost $34.53 Unrealized +120.4%
Cerner Corp 0.2%
Value ($000) $239 Shares 3,504 Est. Cost $60.01 Unrealized
HON Honeywell International 0.2%
Value ($000) $235 Shares 1,391 Est. Cost $98.42 Unrealized +41.5%
OKE Oneok Inc New 0.2%
Value ($000) $221 Shares 3,004 Est. Cost $35.15 Unrealized +32.5%
CMCSA Comcast Corp Class A 0.2%
Value ($000) $220 Shares 4,880 Est. Cost $27.44 Unrealized +36.7%
GD General Dynamics Corp 0.2%
Value ($000) $215 Shares 1,178 Est. Cost $160.41 Unrealized 0.0%
ADP Automatic Data Processing 0.2%
Value ($000) $207 Shares 1,282 Est. Cost $81.55 Unrealized +76.5%
BAC Bank Of America 0.2%
Value ($000) $203 Shares 6,971 Est. Cost $17.50 Unrealized +40.4%
SPY SPDR S&P 500 Index ETF 0.2%
Value ($000) $199 Shares 672 Est. Cost $20781.33 Unrealized
SPGI S&P Global Inc 0.2%
Value ($000) $196 Shares 800 Est. Cost $96.34 Unrealized +146.0%
IJH iShares Core S&P Mid-Cap ETF 0.2%
Value ($000) $196 Shares 1,015 Est. Cost $7441.41 Unrealized
ADM Archer-Daniels-Midland 0.2%
Value ($000) $194 Shares 4,725 Est. Cost $33.73 Unrealized -2.0%
MCD McDonald's Corp 0.2%
Value ($000) $191 Shares 891 Est. Cost $90.81 Unrealized +103.4%
GOOG Alphabet Inc - C 0.2%
Value ($000) $191 Shares 157 Est. Cost $52.86 Unrealized +11.1%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $184 Shares 1,293 Est. Cost $86.16 Unrealized +27.3%
BSX Boston Scientific Corp 0.2%
Value ($000) $163 Shares 4,000 Est. Cost $27.58 Unrealized +53.6%
SCZ iShares MSCI EAFE Small-Cap 0.1%
Value ($000) $156 Shares 2,733 Est. Cost $64.41 Unrealized
NEE Nextera Energy Inc 0.1%
Value ($000) $149 Shares 640 Est. Cost $22.18 Unrealized +108.5%
BIP Brookfield Infrastructure Partners LP 0.1%
Value ($000) $149 Shares 3,000 Est. Cost $44.67 Unrealized
SO Southern Company Inc 0.1%
Value ($000) $146 Shares 2,356 Est. Cost $30.72 Unrealized +47.4%
COP Conocophillips 0.1%
Value ($000) $133 Shares 2,342 Est. Cost $47.34 Unrealized -4.3%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $127 Shares 811 Est. Cost $74.65 Unrealized +74.4%
LLY Eli Lilly & Co 0.1%
Value ($000) $127 Shares 1,138 Est. Cost $62.52 Unrealized +64.3%
PRU Prudential Financial 0.1%
Value ($000) $126 Shares 1,400 Est. Cost $51.06 Unrealized +28.8%
ELV Anthem Inc. 0.1%
Value ($000) $120 Shares 500 Est. Cost $191.44 Unrealized +31.3%
MA Mastercard Inc Class A 0.1%
Value ($000) $115 Shares 423 Est. Cost $84.50 Unrealized +214.9%
VYM Vanguard High Dividend Yield ETF 0.1%
Value ($000) $115 Shares 1,299 Est. Cost $88.04 Unrealized
DIS Walt Disney Company 0.1%
Value ($000) $114 Shares 873 Est. Cost $107.60 Unrealized +24.8%
United Technologies Corp 0.1%
Value ($000) $109 Shares 800 Est. Cost $3807.87 Unrealized
CRM Salesforce.com Inc 0.1%
Value ($000) $107 Shares 723 Est. Cost $126.90 Unrealized +18.3%
PM Philip Morris Intl Inc 0.1%
Value ($000) $107 Shares 1,410 Est. Cost $48.61 Unrealized +16.7%
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.1%
Value ($000) $105 Shares 1,156 Est. Cost $1920.68 Unrealized
WM Waste Management Inc 0.1%
Value ($000) $101 Shares 880 Est. Cost $73.45 Unrealized +43.1%
NKE Nike Inc Cl B 0.1%
Value ($000) $100 Shares 1,060 Est. Cost $50.41 Unrealized +56.3%
SCI Service Corp International 0.1%
Value ($000) $98 Shares 2,050 Est. Cost $24.32 Unrealized +93.0%
IWF iShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $95 Shares 592 Est. Cost $107.41 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $92 Shares 2,296 Est. Cost $5286.25 Unrealized
IWS iShares Russell MidCap Value Index ETF 0.1%
Value ($000) $91 Shares 1,019 Est. Cost $81.27 Unrealized
WFC Wells Fargo & Co New 0.1%
Value ($000) $90 Shares 1,781 Est. Cost $39.56 Unrealized +0.6%
IWP iShares Russell Midcap Growth Index ETF 0.1%
Value ($000) $89 Shares 629 Est. Cost $97.44 Unrealized
American Finance Trust Inc CL A 0.1%
Value ($000) $86 Shares 6,150 Est. Cost $13.24 Unrealized
LQD iShares IBOXX US Inv Grade Corp Bond ETF 0.1%
Value ($000) $85 Shares 665 Est. Cost $120.32 Unrealized
TSN Tyson Foods Cl A 0.1%
Value ($000) $83 Shares 960 Est. Cost $31.83 Unrealized +122.1%
ORCL Oracle Systems Corp 0.1%
Value ($000) $83 Shares 1,500 Est. Cost $36.94 Unrealized +36.4%
META Facebook Inc Class A 0.1%
Value ($000) $82 Shares 459 Est. Cost $139.48 Unrealized +35.3%
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $82 Shares 707 Est. Cost $113.68 Unrealized
CLX Clorox Company 0.1%
Value ($000) $80 Shares 525 Est. Cost $80.19 Unrealized +63.2%
PG Procter & Gamble Co 0.1%
Value ($000) $80 Shares 643 Est. Cost $81.15 Unrealized +24.4%
IDA Idacorp Inc 0.1%
Value ($000) $79 Shares 700 Est. Cost $59.55 Unrealized +78.9%
ALK Alaska Air Group Inc 0.1%
Value ($000) $78 Shares 1,200 Est. Cost $61.92 Unrealized +0.4%
WELL Welltower Inc 0.1%
Value ($000) $77 Shares 850 Est. Cost $48.83 Unrealized +46.6%
IYG iShares Financial Services ETF 0.1%
Value ($000) $76 Shares 559 Est. Cost $112.28 Unrealized
NOC Northrop Grumman Corp 0.1%
Value ($000) $75 Shares 200 Est. Cost $137.50 Unrealized +131.8%
DOW Dow INC CORP COMMON 0.1%
Value ($000) $71 Shares 1,490 Est. Cost $36.37 Unrealized -10.0%
MCK McKesson Corp 0.1%
Value ($000) $68 Shares 500 Est. Cost $204.26 Unrealized -33.6%
GS Goldman Sachs Grp Inc 0.1%
Value ($000) $67 Shares 322 Est. Cost $175.02 Unrealized +2.6%
VDE Vanguard Energy ETF 0.1%
Value ($000) $65 Shares 831 Est. Cost $98.68 Unrealized
BBY Best Buy Co Inc 0.1%
Value ($000) $65 Shares 939 Est. Cost $54.37 Unrealized -0.3%
GLW Corning Inc 0.1%
Value ($000) $64 Shares 2,245 Est. Cost $20.64 Unrealized +21.0%
MO Altria Group Inc 0.1%
Value ($000) $62 Shares 1,505 Est. Cost $30.16 Unrealized -8.5%
CB Chubb Limited 0.1%
Value ($000) $60 Shares 374 Est. Cost $115.31 Unrealized +20.8%
Royal Dutch Shell B 0.1%
Value ($000) $60 Shares 996 Est. Cost $60.24 Unrealized
D Dominion Resources Inc 0.1%
Value ($000) $56 Shares 689 Est. Cost $54.11 Unrealized +7.9%
DVY iShares DJ Select Dividend Index ETF 0.1%
Value ($000) $55 Shares 538 Est. Cost $89.22 Unrealized
HPQ Hp Inc Common 0.1%
Value ($000) $55 Shares 2,901 Est. Cost $12.51 Unrealized +25.8%
ALL Allstate Corp 0.1%
Value ($000) $54 Shares 500 Est. Cost $57.91 Unrealized +54.8%
C Citigroup Inc 0.0%
Value ($000) $52 Shares 749 Est. Cost $56.47 Unrealized -4.1%
URI United Rentals Inc 0.0%
Value ($000) $51 Shares 412 Est. Cost $168.12 Unrealized -30.2%
OXY Occidental Petroleum 0.0%
Value ($000) $49 Shares 1,106 Est. Cost $51.89 Unrealized -19.6%
CSX CSX Corp 0.0%
Value ($000) $47 Shares 679 Est. Cost $9.91 Unrealized +115.5%
OGE OGE Energy Corp 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $33.53 Unrealized +29.2%
BND Vanguard Total Bond Index ETF 0.0%
Value ($000) $45 Shares 535 Est. Cost $81.56 Unrealized
BANF Bancfirst Corp 0.0%
Value ($000) $44 Shares 800 Est. Cost $33.51 Unrealized +44.9%
TRV Travelers Co Inc 0.0%
Value ($000) $42 Shares 283 Est. Cost $98.44 Unrealized +31.6%
TMP Tompkins Financial Corp 0.0%
Value ($000) $41 Shares 500 Est. Cost $64.73 Unrealized -1.7%
AEP American Electrical Power Inc 0.0%
Value ($000) $40 Shares 423 Est. Cost $57.09 Unrealized +26.9%
GM General Motors Co. 0.0%
Value ($000) $40 Shares 1,072 Est. Cost $37.86 Unrealized -4.9%
ENB Enbridge Inc 0.0%
Value ($000) $39 Shares 1,112 Est. Cost $22.41 Unrealized +1.1%
LUV Southwest Airlines 0.0%
Value ($000) $39 Shares 725 Est. Cost $41.27 Unrealized +16.9%
General Electric 0.0%
Value ($000) $38 Shares 4,268 Est. Cost $18.98 Unrealized
LOW Lowes Companies Inc 0.0%
Value ($000) $38 Shares 350 Est. Cost $64.21 Unrealized +46.4%
Calamos Strategic Total Return CEF 0.0%
Value ($000) $38 Shares 3,017 Est. Cost $10.28 Unrealized
NTRS Northern Trust Company 0.0%
Value ($000) $37 Shares 400 Est. Cost $60.19 Unrealized +25.1%
IP International Paper Co 0.0%
Value ($000) $36 Shares 850 Est. Cost $31.39 Unrealized -6.5%
HRL Hormel Foods Corp 0.0%
Value ($000) $35 Shares 800 Est. Cost $27.38 Unrealized +28.9%
MPLX MPLX LP 0.0%
Value ($000) $35 Shares 1,235 Est. Cost $33.20 Unrealized
LFUS Littelfuse Inc 0.0%
Value ($000) $35 Shares 200 Est. Cost $97.71 Unrealized +73.1%
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value ($000) $35 Shares 850 Est. Cost $38.82 Unrealized
Deciphera Pharmaceuticals Inc 0.0%
Value ($000) $34 Shares 991 Est. Cost $39.35 Unrealized
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $34 Shares 286 Est. Cost $112.84 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $32 Shares 295 Est. Cost $60.37 Unrealized +45.0%
HSY Hershey Co 0.0%
Value ($000) $31 Shares 200 Est. Cost $74.07 Unrealized +75.8%
Adams Diversified Equity Fund Inc Cf 0.0%
Value ($000) $30 Shares 1,894 Est. Cost $14.78 Unrealized
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $30 Shares 232 Est. Cost $120.94 Unrealized
MPC Marathon Pete Corp 0.0%
Value ($000) $30 Shares 500 Est. Cost $60.02 Unrealized -28.2%
FS KKR Capital Corp 0.0%
Value ($000) $29 Shares 5,055 Est. Cost $5.74 Unrealized
CL Colgate-Palmolive 0.0%
Value ($000) $29 Shares 400 Est. Cost $54.39 Unrealized +15.0%
NFLX Netflix, Inc. 0.0%
Value ($000) $28 Shares 105 Est. Cost $9.61 Unrealized +225.7%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $28 Shares 349 Est. Cost $80.26 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $28 Shares 324 Est. Cost $59.68 Unrealized +4.7%
EXC Exelon Corp 0.0%
Value ($000) $28 Shares 580 Est. Cost $15.94 Unrealized +67.9%
HPE Hewlett Packard Enterprise Common 0.0%
Value ($000) $27 Shares 1,788 Est. Cost $7.17 Unrealized +61.5%
CTAS Cintas Corp Common 0.0%
Value ($000) $27 Shares 102 Est. Cost $27.09 Unrealized +121.2%
MLM Martin Marietta Matls Inc 0.0%
Value ($000) $27 Shares 100 Est. Cost $117.97 Unrealized +100.4%
Tortoise Energy Infrastructure Corp CEF 0.0%
Value ($000) $27 Shares 1,300 Est. Cost $26.86 Unrealized
FVD First Trust Value Line Dividend Index Fund Etf 0.0%
Value ($000) $26 Shares 750 Est. Cost $34.67 Unrealized
CAH Cardinal Health Inc. 0.0%
Value ($000) $26 Shares 555 Est. Cost $40.68 Unrealized -6.2%
WY Weyerhaeuser Co 0.0%
Value ($000) $26 Shares 952 Est. Cost $22.30 Unrealized -8.0%
Nuveen Tax-advantaged Dividgrowth Fund Common 0.0%
Value ($000) $25 Shares 1,500 Est. Cost $16.67 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $25 Shares 105 Est. Cost $15.17 Unrealized +3.2%
Unilever N V NY Shares 0.0%
Value ($000) $24 Shares 400 Est. Cost $41.76 Unrealized
AXP American Express 0.0%
Value ($000) $24 Shares 200 Est. Cost $60.98 Unrealized +84.6%
CBS Corp Cl B 0.0%
Value ($000) $24 Shares 596 Est. Cost $60.37 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $24 Shares 93 Est. Cost $180.37 Unrealized +23.9%
FXH First Trust Health Care Alphadex Fund Etf 0.0%
Value ($000) $24 Shares 319 Est. Cost $75.24 Unrealized
IYR iShares DJ US Real Estate Index ETF 0.0%
Value ($000) $22 Shares 235 Est. Cost $68970.56 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $22 Shares 121 Est. Cost $112.80 Unrealized +43.2%
VFC VF Corp 0.0%
Value ($000) $21 Shares 235 Est. Cost $67.48 Unrealized +26.6%
WRB WR Berkley Corp 0.0%
Value ($000) $21 Shares 292 Est. Cost $17.59 Unrealized +54.3%
TGT Target Corporation 0.0%
Value ($000) $21 Shares 200 Est. Cost $80.37 Unrealized 0.0%
AGCO AGCO Corp 0.0%
Value ($000) $21 Shares 275 Est. Cost $43.68 Unrealized +39.4%
RJF Raymond James Financial Inc 0.0%
Value ($000) $21 Shares 253 Est. Cost $31.81 Unrealized +54.7%
DOV Dover Corp 0.0%
Value ($000) $21 Shares 210 Est. Cost $73.40 Unrealized +19.4%
DUK Duke Energy Corp. 0.0%
Value ($000) $21 Shares 215 Est. Cost $54.74 Unrealized +28.9%
CCL Carnival Corp New F 0.0%
Value ($000) $20 Shares 450 Est. Cost $42.22 Unrealized +6.1%
IEF iShares Barclays 7-10 Yr Treas Bond ETF 0.0%
Value ($000) $20 Shares 180 Est. Cost $105588.89 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $20 Shares 750 Est. Cost $48.27 Unrealized -39.9%
LYB Lyondellbasell Industries NV Cl A 0.0%
Value ($000) $20 Shares 226 Est. Cost $53.69 Unrealized 0.0%
TSM Taiwan Semiconductor 0.0%
Value ($000) $20 Shares 425 Est. Cost $37.65 Unrealized
SMG Scotts Miracle-Grow 0.0%
Value ($000) $20 Shares 200 Est. Cost $54.98 Unrealized +50.2%
SFNC Simmons First Natl Corp Class A 0.0%
Value ($000) $19 Shares 780 Est. Cost $28.99 Unrealized -15.5%
CAJPY Canon Inc Spons ADR 0.0%
Value ($000) $19 Shares 696 Est. Cost $27.30 Unrealized
Blackrock Health Sciences Trust Cf 0.0%
Value ($000) $19 Shares 500 Est. Cost $38.00 Unrealized
Total SA ADR 0.0%
Value ($000) $19 Shares 363 Est. Cost $52.34 Unrealized
OGS One Gas Inc. 0.0%
Value ($000) $19 Shares 196 Est. Cost $82.46 Unrealized +10.7%
MU Micron Technology Inc 0.0%
Value ($000) $19 Shares 455 Est. Cost $48.19 Unrealized -8.5%
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $18 Shares 253 Est. Cost $29.75 Unrealized +108.7%
LEG Leggett & Platt Inc 0.0%
Value ($000) $18 Shares 447 Est. Cost $39.24 Unrealized 0.0%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $18 Shares 202 Est. Cost $39.66 Unrealized +109.6%
CVS CVS Corporation 0.0%
Value ($000) $18 Shares 285 Est. Cost $52.70 Unrealized -8.2%
Discover Financial Services 0.0%
Value ($000) $18 Shares 222 Est. Cost $77.67 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $18 Shares 113 Est. Cost $136.86 Unrealized -0.5%
CAG Conagra 0.0%
Value ($000) $18 Shares 600 Est. Cost $22.50 Unrealized -1.5%
CMP Compass Minerals Intl Inc Common 0.0%
Value ($000) $18 Shares 327 Est. Cost $46.24 Unrealized 0.0%
AMAT Applied Materials 0.0%
Value ($000) $17 Shares 350 Est. Cost $45.34 Unrealized 0.0%
NVS Novartis AG-ADR 0.0%
Value ($000) $17 Shares 200 Est. Cost $13001.02 Unrealized
ROK Rockwell Automation 0.0%
Value ($000) $17 Shares 105 Est. Cost $93.86 Unrealized +50.3%
FE First Energy Corp 0.0%
Value ($000) $17 Shares 353 Est. Cost $21.37 Unrealized +63.0%
F Ford Motor Company New 0.0%
Value ($000) $16 Shares 1,715 Est. Cost $8.27 Unrealized -16.0%
Eaton Vance Tax-managed Buy-write Income Fund Tax Mgd Buy Write INC Cf 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $16.00 Unrealized
IRM Iron Mountain INC 0.0%
Value ($000) $16 Shares 500 Est. Cost $22.54 Unrealized 0.0%
Walgreens Boots Alliance Inc. 0.0%
Value ($000) $15 Shares 269 Est. Cost $63.71 Unrealized
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $15 Shares 120 Est. Cost $79.17 Unrealized
BNDX Vanguard Total Intl Bond Index ETF 0.0%
Value ($000) $15 Shares 256 Est. Cost $54.69 Unrealized
TMO Thermo Fisher Corp 0.0%
Value ($000) $15 Shares 50 Est. Cost $196.54 Unrealized +43.3%
NDAQ NASDAQ Inc. 0.0%
Value ($000) $14 Shares 140 Est. Cost $13.68 Unrealized +121.5%
TRGP Targa Resources Corp COMMON 0.0%
Value ($000) $14 Shares 345 Est. Cost $38.06 Unrealized -15.7%
Foot Locker Inc 0.0%
Value ($000) $14 Shares 314 Est. Cost $47.14 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $14 Shares 100 Est. Cost $108.16 Unrealized +13.4%
DG Dollar Gen Corp New Common 0.0%
Value ($000) $14 Shares 88 Est. Cost $76.55 Unrealized +73.5%
Nuveen Equity Premium Income CEF 0.0%
Value ($000) $13 Shares 978 Est. Cost $13.29 Unrealized
BHP BHP Billiton Limited ADR 0.0%
Value ($000) $12 Shares 249 Est. Cost $48.19 Unrealized
BUD Anheuser Busch Inbev SPN ADR 0.0%
Value ($000) $12 Shares 130 Est. Cost $84.62 Unrealized
Glaxo Smith Kline PLC 0.0%
Value ($000) $12 Shares 271 Est. Cost $36.90 Unrealized
ALEX Alexander & Baldwin Inc 0.0%
Value ($000) $11 Shares 458 Est. Cost $18.46 Unrealized
Unilever PLC ADR 0.0%
Value ($000) $11 Shares 180 Est. Cost $55.56 Unrealized
OLN Olin Corp 0.0%
Value ($000) $11 Shares 602 Est. Cost $17.44 Unrealized -9.1%
VTIP Vanguard Short-Term TIPS ETF 0.0%
Value ($000) $10 Shares 210 Est. Cost $2568.83 Unrealized
IJK iShares S&P MidCap 400 Growth ETF 0.0%
Value ($000) $10 Shares 44 Est. Cost $160.00 Unrealized
Cypress Semiconductor Corp 0.0%
Value ($000) $10 Shares 425 Est. Cost $14.12 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $78.49 Unrealized +30.1%
SWX Southwest Gas Corp 0.0%
Value ($000) $9 Shares 100 Est. Cost $59.06 Unrealized +52.2%
AVGO Broadcom INC CORP COMMON 0.0%
Value ($000) $9 Shares 33 Est. Cost $22.49 Unrealized +6.8%
Blackrock Enhanced Dividend Achievers CEF 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $9.00 Unrealized
VTEB Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf 0.0%
Value ($000) $9 Shares 176 Est. Cost $51.14 Unrealized
KSS Kohls Corp 0.0%
Value ($000) $9 Shares 178 Est. Cost $69.43 Unrealized -29.4%
Eaton Vance Risk-Managed Divers Equity Income CEF 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $9.00 Unrealized
Eaton Vance Tax-managed Global Diversified Equity Income Fund Tax Man Gl Div Eq INC Cf 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $8.00 Unrealized
GIS General Mills Incorporated 0.0%
Value ($000) $8 Shares 150 Est. Cost $36.91 Unrealized +17.6%
First Trust Enhanced Equity Income Fund In Cf 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.00 Unrealized
HP Helmerich & Payne Inc 0.0%
Value ($000) $8 Shares 200 Est. Cost $65.43 Unrealized -32.6%
MCHP Microchip Technology Inc 0.0%
Value ($000) $8 Shares 85 Est. Cost $31.68 Unrealized +26.9%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $8 Shares 59 Est. Cost $112.52 Unrealized
MAC Macerich Co 0.0%
Value ($000) $7 Shares 230 Est. Cost $34.78 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $7 Shares 162 Est. Cost $39.73 Unrealized -11.9%
BK Bank Of New York Mellon Corp 0.0%
Value ($000) $7 Shares 150 Est. Cost $37.00 Unrealized 0.0%
Hancock John Premium Dividend CEF 0.0%
Value ($000) $7 Shares 389 Est. Cost $17.99 Unrealized
Sirius Xm Holdings INC CORP COMMON 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.00 Unrealized
Allianzgi Nfj Dividend Interest & Premium Strategy Fund Div Strat Cf 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.00 Unrealized
ET Energy Transfer Equity LP 0.0%
Value ($000) $6 Shares 480 Est. Cost $12.50 Unrealized
DBC Invesco DB Commodity Index Tracking Fund ETF 0.0%
Value ($000) $6 Shares 394 Est. Cost $16.14 Unrealized
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.0%
Value ($000) $6 Shares 32 Est. Cost $156.25 Unrealized
Blackrock Enhanced Global Dividend Trust Div Cf 0.0%
Value ($000) $6 Shares 551 Est. Cost $10.89 Unrealized
CI Cigna Corp COMMON 0.0%
Value ($000) $6 Shares 39 Est. Cost $167.01 Unrealized -10.9%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $6 Shares 50 Est. Cost $105.11 Unrealized
KR Kroger Co 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.29 Unrealized 0.0%
AVA Avista Corp 0.0%
Value ($000) $5 Shares 100 Est. Cost $36.19 Unrealized -3.6%
Blackrock International Growth & Income CEF 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.00 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $5 Shares 272 Est. Cost $35.79 Unrealized -49.0%
XPHDX Pioneer Floating Rate Trust Cf 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $5 Shares 60 Est. Cost $45.80 Unrealized +41.9%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $5 Shares 337 Est. Cost $9.70 Unrealized +4.5%
ECL Ecolab Inc 0.0%
Value ($000) $5 Shares 25 Est. Cost $134.27 Unrealized +39.4%
EMB iShares JPMorgan USD EM Bond ETF 0.0%
Value ($000) $5 Shares 44 Est. Cost $113.64 Unrealized
Viacom Inc Cl B 0.0%
Value ($000) $5 Shares 196 Est. Cost $28.18 Unrealized
WEC Wec Energy Group Inc Common 0.0%
Value ($000) $5 Shares 50 Est. Cost $34.80 Unrealized +111.2%
CFFN Capitol Federal Finl Inc. 0.0%
Value ($000) $4 Shares 295 Est. Cost $7.49 Unrealized +18.6%
M Macy's Inc 0.0%
Value ($000) $4 Shares 255 Est. Cost $18.52 Unrealized 0.0%
Altaba Inc Common 0.0%
Value ($000) $4 Shares 200 Est. Cost $70.00 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $4 Shares 35 Est. Cost $67.51 Unrealized +49.4%
Twitter Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.00 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $4 Shares 35 Est. Cost $83.46 Unrealized +21.6%
ROKU Roku Inc Cl A Corp 0.0%
Value ($000) $4 Shares 40 Est. Cost $80.28 Unrealized +52.3%
SHM SPDR Nuveen Short Term Muni Bond ETF 0.0%
Value ($000) $3 Shares 66 Est. Cost $45.45 Unrealized
RWO Spdr Dow Jones Global Real Estate Etf Jone 0.0%
Value ($000) $3 Shares 51 Est. Cost $58.82 Unrealized
IWM iShares Russell 2000 Index ETF 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.67 Unrealized
PCY Invesco Emerging Markets Sovereign Debt Etf Invsc Markt Sovrgn 0.0%
Value ($000) $3 Shares 98 Est. Cost $30.61 Unrealized
BYND Beyond Meat 0.0%
Value ($000) $3 Shares 20 Est. Cost $164.67 Unrealized 0.0%
VNDA Vanda Pharmaceuticals INC CORP COMMON 0.0%
Value ($000) $3 Shares 250 Est. Cost $13.94 Unrealized 0.0%
Apergy Corp COMMON 0.0%
Value ($000) $3 Shares 105 Est. Cost $28.57 Unrealized
HYD Vaneck Vectors High-yield Municipal Index Etf Vectr Hg Yld Mcpl Indx 0.0%
Value ($000) $2 Shares 33 Est. Cost $60.61 Unrealized
BIIB Biogen Idec Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $230.90 Unrealized +0.8%
WMB Williams Companies 0.0%
Value ($000) $2 Shares 78 Est. Cost $19.23 Unrealized -8.3%
YUMC Yum China Hldgs Inc 0.0%
Value ($000) $2 Shares 35 Est. Cost $39.39 Unrealized +13.4%
SKY Skyline Corp 0.0%
Value ($000) $2 Shares 55 Est. Cost $11.00 Unrealized +163.0%
PSI Invesco Dynamic Semiconductors ETF 0.0%
Value ($000) $2 Shares 41 Est. Cost $43.89 Unrealized
KN Knowles Corp Common 0.0%
Value ($000) $2 Shares 105 Est. Cost $14.65 Unrealized +33.9%
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
DXC DXC Technology Common 0.0%
Value ($000) $1 Shares 14 Est. Cost $64.96 Unrealized -36.4%
CC Chemours Common 0.0%
Value ($000) $1 Shares 16 Est. Cost $32.39 Unrealized -61.4%
CLF Cleveland-cliffs INC Cleveland Cliffs CORP COMMON 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.67 Unrealized 0.0%
Zix Corp 0.0%
Value ($000) $1 Shares 167 Est. Cost $5.99 Unrealized
AA Alcoa Corp Common 0.0%
Value ($000) $1 Shares 11 Est. Cost $25.90 Unrealized -23.3%
RIG Transocean Ltd 0.0%
Value ($000) $1 Shares 250 Est. Cost $5.30 Unrealized 0.0%
Rockwell Medical INC CORP COMMON 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
ZNOG Zion Oil & Gas Inc Common 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.68 Unrealized -80.8%
ETR Entergy Corp New 0.0%
Value ($000) $1 Shares 6 Est. Cost $26.14 Unrealized +66.2%
FCX Freeport McMoran, Inc. 0.0%
Value ($000) $1 Shares 2 Est. Cost $16.78 Unrealized -43.3%
KTB Kontoor Brands Inc Corp 0.0%
Value ($000) $1 Shares 33 Est. Cost $32.45 Unrealized 0.0%
Arconic Inc Common 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
Micro Focus Int'l PLC ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
Perspecta INC CORP COMMON 0.0%
Value ($000) $1 Shares 7 Est. Cost $25.97 Unrealized