1 NORTH WEALTH SERVICES LLC Diversified Active

CIK: 0001641761 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 8, 2019

Total Value ($000): $141,878 (100.0% shares, 0.0% debt)

Holdings (336)

TLT ISHARES TR 6.8%
Value ($000) $9,598 Shares 75,909 Est. Cost $122.77 Unrealized
TIP ISHARES TR 5.8%
Value ($000) $8,271 Shares 73,151 Est. Cost $109.69 Unrealized
FLOT ISHARES TR 5.5%
Value ($000) $7,799 Shares 153,201 Est. Cost $50.40 Unrealized
XLU SELECT SECTOR SPDR TR 5.2%
Value ($000) $7,418 Shares 127,530 Est. Cost $53.11 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD 5.1%
Value ($000) $7,233 Shares 153,559 Est. Cost $45.64 Unrealized
IEF ISHARES TR 5.0%
Value ($000) $7,110 Shares 66,653 Est. Cost $106.67 Unrealized
FTSM FIRST TR EXCHANGE TRADED FD 4.6%
Value ($000) $6,593 Shares 109,927 Est. Cost $59.86 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD 4.6%
Value ($000) $6,472 Shares 261,711 Est. Cost $22.00 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD 3.3%
Value ($000) $4,750 Shares 92,622 Est. Cost $51.09 Unrealized
AGG ISHARES TR 2.6%
Value ($000) $3,735 Shares 34,248 Est. Cost $106.86 Unrealized
DVY ISHARES TR 2.6%
Value ($000) $3,715 Shares 37,839 Est. Cost $89.32 Unrealized
QQQ INVESCO QQQ TR 2.5%
Value ($000) $3,567 Shares 19,854 Est. Cost $154.25 Unrealized
MPT MEDICAL PPTYS TRUST INC 2.3%
Value ($000) $3,300 Shares 178,306 Est. Cost $16.08 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 2.2%
Value ($000) $3,172 Shares 12,241 Est. Cost $233.18 Unrealized
GLD SPDR GOLD TRUST 2.2%
Value ($000) $3,093 Shares 25,350 Est. Cost $122.01 Unrealized
IVV ISHARES TR 2.2%
Value ($000) $3,087 Shares 10,848 Est. Cost $251.58 Unrealized
MBB ISHARES TR 2.1%
Value ($000) $2,954 Shares 27,776 Est. Cost $106.35 Unrealized
MINT PIMCO ETF TR 2.0%
Value ($000) $2,865 Shares 28,211 Est. Cost $101.00 Unrealized
IJH ISHARES TR 1.7%
Value ($000) $2,388 Shares 12,610 Est. Cost $166.05 Unrealized
IXP ISHARES TR 1.6%
Value ($000) $2,258 Shares 40,128 Est. Cost $50.29 Unrealized
KIE SPDR SERIES TRUST 1.5%
Value ($000) $2,105 Shares 68,121 Est. Cost $28.49 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $2,091 Shares 11,006 Est. Cost $45.93 Unrealized -12.0%
XLV SELECT SECTOR SPDR TR 1.5%
Value ($000) $2,086 Shares 22,741 Est. Cost $86.82 Unrealized
XLP SELECT SECTOR SPDR TR 1.3%
Value ($000) $1,856 Shares 33,080 Est. Cost $50.98 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 1.3%
Value ($000) $1,774 Shares 63,138 Est. Cost $23.57 Unrealized
IBB ISHARES TR 1.2%
Value ($000) $1,765 Shares 15,784 Est. Cost $96.45 Unrealized
HDV ISHARES TR 1.2%
Value ($000) $1,712 Shares 18,350 Est. Cost $84.37 Unrealized
XLF SELECT SECTOR SPDR TR 1.2%
Value ($000) $1,687 Shares 65,601 Est. Cost $23.99 Unrealized
IJR ISHARES TR 1.2%
Value ($000) $1,643 Shares 21,300 Est. Cost $69.32 Unrealized
SPMB SPDR SERIES TRUST 1.0%
Value ($000) $1,468 Shares 56,833 Est. Cost $25.83 Unrealized
EXC EXELON CORP 1.0%
Value ($000) $1,459 Shares 29,109 Est. Cost $25.13 Unrealized +6.4%
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $1,445 Shares 5,116 Est. Cost $249.88 Unrealized
IHI ISHARES TR 1.0%
Value ($000) $1,439 Shares 6,217 Est. Cost $199.82 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $1,272 Shares 6,331 Est. Cost $208.87 Unrealized -3.4%
GIS GENERAL MLS INC 0.8%
Value ($000) $1,199 Shares 23,167 Est. Cost $33.08 Unrealized +8.2%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $1,185 Shares 20,048 Est. Cost $38.62 Unrealized +0.8%
KWEB KRANESHARES TR 0.8%
Value ($000) $1,163 Shares 24,685 Est. Cost $38.01 Unrealized
TD TORONTO DOMINION BK ONT 0.8%
Value ($000) $1,123 Shares 20,667 Est. Cost $54.74 Unrealized +1.0%
TDIV FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,060 Shares 27,669 Est. Cost $33.16 Unrealized
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $1,003 Shares 25,086 Est. Cost $30.43 Unrealized +3.6%
INTC INTEL CORP 0.6%
Value ($000) $876 Shares 16,318 Est. Cost $40.19 Unrealized +9.0%
DIS DISNEY WALT CO 0.6%
Value ($000) $832 Shares 7,491 Est. Cost $109.10 Unrealized -1.1%
LLY LILLY ELI & CO 0.6%
Value ($000) $820 Shares 6,316 Est. Cost $101.37 Unrealized +9.4%
EFA ISHARES TR 0.5%
Value ($000) $762 Shares 11,752 Est. Cost $58.76 Unrealized
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $744 Shares 5,427 Est. Cost $107.19 Unrealized +2.9%
AVGO BROADCOM INC 0.5%
Value ($000) $709 Shares 2,358 Est. Cost $19.38 Unrealized +16.1%
STOT SSGA ACTIVE TR 0.4%
Value ($000) $579 Shares 11,764 Est. Cost $48.62 Unrealized
ROYAL DUTCH SHELL PLC 0.4%
Value ($000) $563 Shares 8,801 Est. Cost $59.98 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $449 Shares 3,213 Est. Cost $114.14 Unrealized -3.3%
MEOH METHANEX CORP 0.3%
Value ($000) $361 Shares 6,348 Est. Cost $62.41 Unrealized -9.7%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $331 Shares 4,102 Est. Cost $56.39 Unrealized -1.7%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $253 Shares 2,429 Est. Cost $74.75 Unrealized +9.8%
EMR EMERSON ELEC CO 0.2%
Value ($000) $249 Shares 3,638 Est. Cost $57.00 Unrealized -1.7%
PSX PHILLIPS 66 0.2%
Value ($000) $215 Shares 2,261 Est. Cost $72.74 Unrealized -1.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $197 Shares 1,036 Est. Cost $150.10 Unrealized +3.0%
HD HOME DEPOT INC 0.1%
Value ($000) $160 Shares 836 Est. Cost $150.47 Unrealized +2.8%
AMGN AMGEN INC 0.1%
Value ($000) $155 Shares 814 Est. Cost $156.83 Unrealized -1.4%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $153 Shares 1,014 Est. Cost $62.21 Unrealized -5.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $153 Shares 2,671 Est. Cost $33.13 Unrealized -10.3%
T AT&T INC 0.1%
Value ($000) $150 Shares 4,789 Est. Cost $14.02 Unrealized +1.0%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $136 Shares 1,347 Est. Cost $87.48 Unrealized -2.4%
GOOGL ALPHABET INC 0.1%
Value ($000) $114 Shares 97 Est. Cost $53.71 Unrealized +4.3%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $113 Shares 1,344 Est. Cost $58.39 Unrealized +6.9%
AMZN AMAZON COM INC 0.1%
Value ($000) $100 Shares 56 Est. Cost $83.14 Unrealized +0.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $99 Shares 802 Est. Cost $84.74 Unrealized +3.2%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $89 Shares 3,546 Est. Cost $19.85 Unrealized +2.2%
KO COCA COLA CO 0.1%
Value ($000) $76 Shares 1,620 Est. Cost $38.39 Unrealized -1.6%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $73 Shares 303 Est. Cost $201.98 Unrealized -1.8%
MSFT MICROSOFT CORP 0.0%
Value ($000) $66 Shares 559 Est. Cost $100.30 Unrealized +2.0%
WPC W P CAREY INC 0.0%
Value ($000) $56 Shares 720 Est. Cost $65.28 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $51 Shares 601 Est. Cost $83.19 Unrealized
BA BOEING CO 0.0%
Value ($000) $48 Shares 125 Est. Cost $334.97 Unrealized +12.0%
LINDE PLC 0.0%
Value ($000) $45 Shares 255 Est. Cost $156.40 Unrealized
WMB WILLIAMS COS INC DEL 0.0%
Value ($000) $44 Shares 1,539 Est. Cost $16.83 Unrealized +8.5%
PEP PEPSICO INC 0.0%
Value ($000) $42 Shares 345 Est. Cost $90.68 Unrealized +2.0%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $40 Shares 665 Est. Cost $52.63 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $39 Shares 817 Est. Cost $40.98 Unrealized -6.5%
GOOG ALPHABET INC 0.0%
Value ($000) $39 Shares 33 Est. Cost $53.13 Unrealized +4.8%
ABT ABBOTT LABS 0.0%
Value ($000) $36 Shares 451 Est. Cost $62.14 Unrealized +6.4%
PFE PFIZER INC 0.0%
Value ($000) $36 Shares 853 Est. Cost $30.03 Unrealized -2.6%
SRE SEMPRA ENERGY 0.0%
Value ($000) $35 Shares 275 Est. Cost $45.21 Unrealized +4.3%
IXN ISHARES TR 0.0%
Value ($000) $30 Shares 176 Est. Cost $142.05 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $30 Shares 334 Est. Cost $77.84 Unrealized
V VISA INC 0.0%
Value ($000) $30 Shares 190 Est. Cost $131.82 Unrealized +4.2%
SJM SMUCKER J M CO 0.0%
Value ($000) $29 Shares 253 Est. Cost $82.85 Unrealized +0.9%
ALL ALLSTATE CORP 0.0%
Value ($000) $28 Shares 300 Est. Cost $75.91 Unrealized +1.3%
ORCL ORACLE CORP 0.0%
Value ($000) $28 Shares 516 Est. Cost $43.25 Unrealized +6.5%
IWB ISHARES TR 0.0%
Value ($000) $28 Shares 180 Est. Cost $138.89 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $27 Shares 180 Est. Cost $133.33 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $27 Shares 215 Est. Cost $86.40 Unrealized +5.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $25 Shares 340 Est. Cost $53.65 Unrealized +10.5%
DTE DTE ENERGY CO 0.0%
Value ($000) $25 Shares 200 Est. Cost $76.80 Unrealized +4.3%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $25 Shares 300 Est. Cost $60.48 Unrealized +3.2%
GSY INVESCO ACTIVELY MANAGD ETF 0.0%
Value ($000) $25 Shares 500 Est. Cost $50.00 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $25 Shares 305 Est. Cost $58.95 Unrealized +8.7%
VMWARE INC 0.0%
Value ($000) $25 Shares 140 Est. Cost $135.71 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $25 Shares 465 Est. Cost $59.39 Unrealized -16.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $23 Shares 257 Est. Cost $57.17 Unrealized -1.9%
DGRO ISHARES TR 0.0%
Value ($000) $23 Shares 631 Est. Cost $32.97 Unrealized
DNP SELECT INCOME FD 0.0%
Value ($000) $22 Shares 1,905 Est. Cost $10.50 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value ($000) $22 Shares 225 Est. Cost $74.96 Unrealized +2.7%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $21 Shares 173 Est. Cost $86.16 Unrealized +1.9%
CI CIGNA CORP NEW 0.0%
Value ($000) $21 Shares 133 Est. Cost $190.77 Unrealized -12.5%
IYF ISHARES TR 0.0%
Value ($000) $21 Shares 175 Est. Cost $108.11 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $20.95 Unrealized -0.2%
WMT WALMART INC 0.0%
Value ($000) $20 Shares 200 Est. Cost $28.76 Unrealized +1.7%
GLW CORNING INC 0.0%
Value ($000) $19 Shares 570 Est. Cost $26.17 Unrealized +3.4%
DOV DOVER CORP 0.0%
Value ($000) $19 Shares 200 Est. Cost $73.40 Unrealized +6.5%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $19 Shares 76 Est. Cost $233.19 Unrealized -2.4%
ALPS ETF TR 0.0%
Value ($000) $19 Shares 1,921 Est. Cost $8.52 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $19 Shares 100 Est. Cost $157.14 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $19 Shares 233 Est. Cost $56.50 Unrealized +6.7%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $18 Shares 246 Est. Cost $66.51 Unrealized +2.0%
QRVO QORVO INC 0.0%
Value ($000) $18 Shares 250 Est. Cost $67.25 Unrealized -1.5%
FYX FIRST TR SML CP CORE ALPHA F 0.0%
Value ($000) $18 Shares 298 Est. Cost $53.69 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $18 Shares 113 Est. Cost $118.10 Unrealized +2.6%
IWR ISHARES TR 0.0%
Value ($000) $17 Shares 308 Est. Cost $45.45 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $17 Shares 1,657 Est. Cost $7.52 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $16 Shares 145 Est. Cost $95.25 Unrealized +0.6%
TILRAY INC 0.0%
Value ($000) $16 Shares 240 Est. Cost $70.83 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $16 Shares 348 Est. Cost $35.69 Unrealized -0.1%
PHYSICIANS RLTY TR 0.0%
Value ($000) $16 Shares 837 Est. Cost $15.53 Unrealized
VTHR VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $15 Shares 115 Est. Cost $113.04 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $15 Shares 500 Est. Cost $29.13 Unrealized -9.9%
RAYTHEON CO 0.0%
Value ($000) $15 Shares 81 Est. Cost $160.95 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $53.23 Unrealized +1.2%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $15 Shares 95 Est. Cost $136.84 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $15 Shares 180 Est. Cost $43.64 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $14 Shares 170 Est. Cost $64.80 Unrealized -5.8%
DOWDUPONT INC 0.0%
Value ($000) $14 Shares 264 Est. Cost $55.07 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $14 Shares 67 Est. Cost $14.08 Unrealized +25.4%
RACE FERRARI N V 0.0%
Value ($000) $13 Shares 100 Est. Cost $122.47 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $12 Shares 137 Est. Cost $76.61 Unrealized -3.0%
DE DEERE & CO 0.0%
Value ($000) $12 Shares 78 Est. Cost $131.78 Unrealized +9.7%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $12 Shares 231 Est. Cost $36.80 Unrealized +5.3%
SYNA SYNAPTICS INC 0.0%
Value ($000) $12 Shares 300 Est. Cost $37.55 Unrealized +5.2%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $12 Shares 249 Est. Cost $41.35 Unrealized -1.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $11 Shares 102 Est. Cost $83.29 Unrealized +2.5%
CDP CORPORATE OFFICE PPTYS TR 0.0%
Value ($000) $11 Shares 420 Est. Cost $21.43 Unrealized
ORANY ORANGE 0.0%
Value ($000) $11 Shares 650 Est. Cost $16.92 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $11 Shares 65 Est. Cost $176.90 Unrealized -14.9%
MPLX MPLX LP 0.0%
Value ($000) $11 Shares 335 Est. Cost $29.85 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $11 Shares 162 Est. Cost $55.51 Unrealized -2.5%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $10 Shares 526 Est. Cost $19.01 Unrealized
BBH VANECK VECTORS ETF TR 0.0%
Value ($000) $10 Shares 76 Est. Cost $105.26 Unrealized
NEW RELIC INC 0.0%
Value ($000) $10 Shares 105 Est. Cost $85.71 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $10 Shares 185 Est. Cost $62.77 Unrealized -5.1%
RPM RPM INTL INC 0.0%
Value ($000) $10 Shares 175 Est. Cost $61.25 Unrealized -7.3%
YUM YUM BRANDS INC 0.0%
Value ($000) $10 Shares 103 Est. Cost $78.40 Unrealized +6.5%
VFC V F CORP 0.0%
Value ($000) $10 Shares 112 Est. Cost $76.50 Unrealized +2.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $10 Shares 60 Est. Cost $121.16 Unrealized +3.5%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $10 Shares 70 Est. Cost $128.57 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $10 Shares 50 Est. Cost $180.00 Unrealized
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value ($000) $9 Shares 654 Est. Cost $12.23 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $9 Shares 68 Est. Cost $106.08 Unrealized +1.3%
IWN ISHARES TR 0.0%
Value ($000) $9 Shares 78 Est. Cost $102.56 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $8 Shares 59 Est. Cost $135.59 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $8 Shares 74 Est. Cost $91.40 Unrealized +2.7%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $8 Shares 140 Est. Cost $25.10 Unrealized -3.7%
HERITAGE CRYSTAL CLEAN INC 0.0%
Value ($000) $8 Shares 290 Est. Cost $24.14 Unrealized
MMM 3M CO 0.0%
Value ($000) $8 Shares 40 Est. Cost $128.74 Unrealized +1.8%
FDX FEDEX CORP 0.0%
Value ($000) $8 Shares 45 Est. Cost $185.88 Unrealized -16.2%
BLACKROCK INC 0.0%
Value ($000) $8 Shares 18 Est. Cost $444.44 Unrealized
BLACKSTONE GROUP L P 0.0%
Value ($000) $8 Shares 240 Est. Cost $29.17 Unrealized
PIO INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $8 Shares 304 Est. Cost $23.03 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $8 Shares 356 Est. Cost $20.53 Unrealized +2.0%
IYW ISHARES TR 0.0%
Value ($000) $7 Shares 35 Est. Cost $157.14 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $59.04 Unrealized -9.6%
USMV ISHARES TR 0.0%
Value ($000) $7 Shares 117 Est. Cost $51.28 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 103 Est. Cost $58.25 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $7 Shares 132 Est. Cost $42.33 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $7 Shares 62 Est. Cost $82.08 Unrealized -1.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $7 Shares 48 Est. Cost $87.95 Unrealized +7.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $7 Shares 100 Est. Cost $53.41 Unrealized -0.8%
R RYDER SYS INC 0.0%
Value ($000) $7 Shares 118 Est. Cost $57.32 Unrealized +2.1%
UA UNDER ARMOUR INC 0.0%
Value ($000) $7 Shares 358 Est. Cost $18.93 Unrealized -0.1%
ZTS ZOETIS INC 0.0%
Value ($000) $7 Shares 72 Est. Cost $85.20 Unrealized +0.8%
SKECHERS U S A INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $25.00 Unrealized
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $7 Shares 105 Est. Cost $60.76 Unrealized -4.8%
VIG VANGUARD GROUP 0.0%
Value ($000) $7 Shares 67 Est. Cost $96.26 Unrealized
TRI CONTL CORP 0.0%
Value ($000) $6 Shares 219 Est. Cost $22.83 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $6 Shares 56 Est. Cost $83.10 Unrealized +13.7%
PUTNAM MUN OPPORTUNITIES TR 0.0%
Value ($000) $6 Shares 475 Est. Cost $10.53 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $6 Shares 141 Est. Cost $37.80 Unrealized -5.4%
RED HAT INC 0.0%
Value ($000) $6 Shares 34 Est. Cost $176.47 Unrealized
ARLP ALLIANCE RES PARTNER L P 0.0%
Value ($000) $6 Shares 295 Est. Cost $16.95 Unrealized
MPX MARINE PRODS CORP 0.0%
Value ($000) $6 Shares 450 Est. Cost $14.15 Unrealized -28.1%
HESS CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $40.00 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $6 Shares 80 Est. Cost $48.02 Unrealized +6.1%
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $5 Shares 158 Est. Cost $25.32 Unrealized
ECON COLUMBIA ETF TR II 0.0%
Value ($000) $5 Shares 204 Est. Cost $19.61 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $5 Shares 28 Est. Cost $143.86 Unrealized +9.8%
BARCLAYS BK PLC 0.0%
Value ($000) $5 Shares 180 Est. Cost $27.78 Unrealized
ELME WASHINGTON REAL ESTATE INVT 0.0%
Value ($000) $5 Shares 174 Est. Cost $22.99 Unrealized
XILINX INC 0.0%
Value ($000) $5 Shares 38 Est. Cost $78.95 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 140 Est. Cost $35.71 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 70 Est. Cost $57.14 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $230.26 Unrealized +6.1%
CME CME GROUP INC 0.0%
Value ($000) $5 Shares 29 Est. Cost $140.62 Unrealized -1.9%
CPFL ENERGIA S A 0.0%
Value ($000) $5 Shares 316 Est. Cost $15.82 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $5 Shares 140 Est. Cost $21.43 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $241.40 Unrealized +4.4%
APACHE CORP 0.0%
Value ($000) $5 Shares 142 Est. Cost $35.21 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $5 Shares 26 Est. Cost $38.59 Unrealized 0.0%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $5 Shares 221 Est. Cost $22.62 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $5 Shares 102 Est. Cost $49.02 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $101.52 Unrealized +5.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $112.73 Unrealized +5.0%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $4 Shares 26 Est. Cost $138.09 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $4 Shares 109 Est. Cost $35.32 Unrealized 0.0%
KEY KEYCORP NEW 0.0%
Value ($000) $4 Shares 238 Est. Cost $12.51 Unrealized -4.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $4 Shares 109 Est. Cost $21.70 Unrealized +5.5%
NEW ORIENTAL ED & TECH GRP I 0.0%
Value ($000) $4 Shares 47 Est. Cost $85.11 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
PROSHARES TR 0.0%
Value ($000) $4 Shares 106 Est. Cost $47.17 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $4 Shares 55 Est. Cost $72.22 Unrealized 0.0%
SNY SANOFI 0.0%
Value ($000) $4 Shares 80 Est. Cost $37.50 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $4 Shares 56 Est. Cost $59.63 Unrealized 0.0%
SPARK ENERGY INC 0.0%
Value ($000) $4 Shares 400 Est. Cost $7.50 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $4 Shares 76 Est. Cost $45.89 Unrealized -0.9%
USB US BANCORP DEL 0.0%
Value ($000) $4 Shares 81 Est. Cost $37.60 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $3 Shares 64 Est. Cost $36.91 Unrealized +7.0%
BKR BAKER HUGHES A GE CO 0.0%
Value ($000) $3 Shares 125 Est. Cost $20.78 Unrealized -0.0%
CELGENE CORP 0.0%
Value ($000) $3 Shares 33 Est. Cost $60.61 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $3 Shares 23 Est. Cost $118.54 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $3 Shares 77 Est. Cost $33.88 Unrealized +2.8%
NDAQ NASDAQ INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $25.58 Unrealized +0.5%
KELLOGG CO 0.0%
Value ($000) $3 Shares 50 Est. Cost $46.40 Unrealized -10.7%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $3 Shares 90 Est. Cost $33.33 Unrealized
NVS NOVARTIS A G 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $3 Shares 29 Est. Cost $93.46 Unrealized 0.0%
GDXJ VANECK VECTORS ETF TR 0.0%
Value ($000) $3 Shares 96 Est. Cost $31.25 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $64.69 Unrealized +1.3%
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 78 Est. Cost $38.46 Unrealized
BAC BANK AMER CORP 0.0%
Value ($000) $3 Shares 101 Est. Cost $22.80 Unrealized +4.8%
CSX CSX CORP 0.0%
Value ($000) $3 Shares 43 Est. Cost $20.89 Unrealized +1.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $3 Shares 75 Est. Cost $29.58 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $147.25 Unrealized +2.5%
NEW SR INVT GROUP INC 0.0%
Value ($000) $3 Shares 475 Est. Cost $4.21 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.67 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
VYX NCR CORP NEW 0.0%
Value ($000) $3 Shares 111 Est. Cost $15.70 Unrealized +5.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $3 Shares 19 Est. Cost $142.15 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $3 Shares 33 Est. Cost $63.89 Unrealized +4.7%
LOW LOWES COS INC 0.0%
Value ($000) $3 Shares 31 Est. Cost $88.06 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $3 Shares 36 Est. Cost $67.13 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $270.51 Unrealized +0.4%
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $3 Shares 57 Est. Cost $52.63 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.86 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $3 Shares 28 Est. Cost $96.81 Unrealized 0.0%
PROSHARES TR 0.0%
Value ($000) $3 Shares 102 Est. Cost $39.22 Unrealized
WKC WORLD FUEL SVCS CORP 0.0%
Value ($000) $3 Shares 120 Est. Cost $26.34 Unrealized -0.3%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $3 Shares 87 Est. Cost $34.48 Unrealized
BIV VANGUARD BD INDEX FD INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
NKE NIKE INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $68.15 Unrealized +10.6%
PROSHARES TR 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
RWM PROSHARES TR 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $2 Shares 26 Est. Cost $54.99 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $29.93 Unrealized +15.8%
CITRIX SYS INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $120.00 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $47.55 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $2 Shares 39 Est. Cost $35.04 Unrealized 0.0%
EBAY EBAY INC 0.0%
Value ($000) $2 Shares 52 Est. Cost $26.17 Unrealized +18.1%
CCL CARNIVAL CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $52.80 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $2 Shares 18 Est. Cost $87.01 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $2 Shares 28 Est. Cost $65.04 Unrealized +2.2%
MA MASTERCARD INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $207.20 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $79.33 Unrealized 0.0%
SCHW THE CHARLES SCHWAB CORPORATI 0.0%
Value ($000) $2 Shares 57 Est. Cost $40.90 Unrealized +0.1%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $42.10 Unrealized +2.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $250.05 Unrealized -2.6%
AFL AFLAC INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $37.59 Unrealized +9.0%
IP INTL PAPER CO 0.0%
Value ($000) $2 Shares 33 Est. Cost $31.79 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $319.14 Unrealized -1.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $2 Shares 8 Est. Cost $212.74 Unrealized 0.0%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 125 Est. Cost $16.00 Unrealized
STONEMOR PARTNERS L P 0.0%
Value ($000) $2 Shares 446 Est. Cost $2.24 Unrealized
ALLERGAN PLC 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.85 Unrealized
PJP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.52 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 21 Est. Cost $101.45 Unrealized
TDC TERADATA CORP DEL 0.0%
Value ($000) $2 Shares 43 Est. Cost $36.58 Unrealized +22.8%
INGERSOLL-RAND PLC 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $2 Shares 12 Est. Cost $146.03 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $125.45 Unrealized +26.9%
CYRUSONE INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1 Shares 3 Est. Cost $364.00 Unrealized +12.5%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $1 Shares 65 Est. Cost $11.92 Unrealized +3.7%
HPQ HP INC 0.0%
Value ($000) $1 Shares 65 Est. Cost $18.24 Unrealized -8.4%
GTN GRAY TELEVISION INC 0.0%
Value ($000) $1 Shares 63 Est. Cost $17.36 Unrealized +7.4%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $104.86 Unrealized +10.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $53.01 Unrealized -4.1%
GENERAL MTRS CO 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $35.41 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $28.34 Unrealized +5.9%
TEEKAY OFFSHORE PARTNERS L P 0.0%
Value ($000) $1 Shares 583 Est. Cost $1.72 Unrealized
FTI TECHNIPFMC PLC 0.0%
Value ($000) $1 Shares 30 Est. Cost $17.41 Unrealized -8.7%
L LOEWS CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $45.83 Unrealized 0.0%
ENCANA CORP 0.0%
Value ($000) $1 Shares 195 Est. Cost $5.13 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $55.05 Unrealized +9.8%
DAR DARLING INGREDIENTS INC 0.0%
Value ($000) $1 Shares 36 Est. Cost $20.27 Unrealized +4.1%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $75.54 Unrealized 0.0%
QURATE RETAIL INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $25.41 Unrealized
SPRINT CORPORATION 0.0%
Value ($000) $1 Shares 183 Est. Cost $5.46 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $57.07 Unrealized -2.1%
AVNS AVANOS MED INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $52.39 Unrealized -14.5%
U S SILICA HLDGS INC 0.0%
Value ($000) $1 Shares 42 Est. Cost Unrealized
UNILEVER N V 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $35.73 Unrealized 0.0%
VMC VULCAN MATLS CO 0.0%
Value ($000) $1 Shares 11 Est. Cost $101.79 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $132.08 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $34.31 Unrealized +14.8%
ADNT ADIENT PLC 0.0%
Value ($000) $1 Shares 41 Est. Cost $17.51 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $63.71 Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.89 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $21.34 Unrealized +3.8%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $13.59 Unrealized +10.9%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $66.27 Unrealized -7.2%
PERSPECTA INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
PJT PJT PARTNERS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.89 Unrealized -4.3%
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
WEATHERFORD INTL PLC 0.0%
Value ($000) $0 Shares 450 Est. Cost Unrealized
HEALTHCARE TR AMER INC 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
MICRO FOCUS INTERNATIONAL PL 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
LOGMEIN INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
ION GEOPHYSICAL CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
IAI ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
FPE FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 1 Est. Cost $17.95 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $104.03 Unrealized
SMITH MICRO SOFTWARE INC 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $69.17 Unrealized 0.0%
AKORN INC 0.0%
Value ($000) $0 Shares 37 Est. Cost Unrealized
IWO ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized