1 NORTH WEALTH SERVICES LLC Diversified Active

CIK: 0001641761 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 28, 2019

Total Value ($000): $149,541 (100.0% shares, 0.0% debt)

Holdings (349)

TLT ISHARES TR 7.9%
Value ($000) $11,799 Shares 82,461 Est. Cost $124.38 Unrealized
TIP ISHARES TR 5.8%
Value ($000) $8,653 Shares 74,412 Est. Cost $109.80 Unrealized
XLU SELECT SECTOR SPDR TR 5.7%
Value ($000) $8,567 Shares 132,331 Est. Cost $53.53 Unrealized
FLOT ISHARES TR 5.6%
Value ($000) $8,395 Shares 164,697 Est. Cost $50.44 Unrealized
IEF ISHARES TR 5.1%
Value ($000) $7,633 Shares 67,863 Est. Cost $106.78 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD 5.0%
Value ($000) $7,418 Shares 156,469 Est. Cost $45.67 Unrealized
FTSM FIRST TR EXCHANGE TRADED FD 4.5%
Value ($000) $6,691 Shares 111,383 Est. Cost $59.86 Unrealized
GLD SPDR GOLD TRUST 4.2%
Value ($000) $6,318 Shares 45,499 Est. Cost $129.47 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD 3.3%
Value ($000) $4,973 Shares 95,654 Est. Cost $51.11 Unrealized
AGG ISHARES TR 2.7%
Value ($000) $4,096 Shares 36,191 Est. Cost $107.20 Unrealized
QQQ INVESCO QQQ TR 2.5%
Value ($000) $3,669 Shares 19,430 Est. Cost $154.25 Unrealized
MPT MEDICAL PPTYS TRUST INC 2.3%
Value ($000) $3,484 Shares 178,099 Est. Cost $16.08 Unrealized
MBB ISHARES TR 2.2%
Value ($000) $3,241 Shares 29,929 Est. Cost $106.49 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 2.2%
Value ($000) $3,230 Shares 11,998 Est. Cost $233.18 Unrealized
IVV ISHARES TR 2.1%
Value ($000) $3,085 Shares 10,333 Est. Cost $251.58 Unrealized
MINT PIMCO ETF TR 2.1%
Value ($000) $3,081 Shares 30,284 Est. Cost $101.05 Unrealized
IGLB ISHARES TR 1.8%
Value ($000) $2,750 Shares 41,278 Est. Cost $66.62 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $2,435 Shares 10,870 Est. Cost $45.93 Unrealized +9.4%
IJH ISHARES TR 1.6%
Value ($000) $2,428 Shares 12,563 Est. Cost $166.05 Unrealized
KIE SPDR SERIES TRUST 1.6%
Value ($000) $2,364 Shares 67,106 Est. Cost $28.49 Unrealized
IXP ISHARES TR 1.5%
Value ($000) $2,210 Shares 38,574 Est. Cost $50.29 Unrealized
XLV SELECT SECTOR SPDR TR 1.4%
Value ($000) $2,086 Shares 23,140 Est. Cost $86.88 Unrealized
XLP SELECT SECTOR SPDR TR 1.4%
Value ($000) $2,078 Shares 33,836 Est. Cost $51.22 Unrealized
QDEF FLEXSHARES TR 1.3%
Value ($000) $1,891 Shares 41,351 Est. Cost $45.73 Unrealized
IJR ISHARES TR 1.2%
Value ($000) $1,740 Shares 22,350 Est. Cost $69.72 Unrealized
SPMB SPDR SERIES TRUST 1.2%
Value ($000) $1,734 Shares 66,011 Est. Cost $25.89 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 1.2%
Value ($000) $1,724 Shares 62,348 Est. Cost $23.57 Unrealized
HDV ISHARES TR 1.2%
Value ($000) $1,723 Shares 18,294 Est. Cost $84.37 Unrealized
IBB ISHARES TR 1.0%
Value ($000) $1,566 Shares 15,743 Est. Cost $96.45 Unrealized
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $1,565 Shares 5,273 Est. Cost $251.28 Unrealized
DIREXION SHS ETF TR 1.0%
Value ($000) $1,498 Shares 87,365 Est. Cost $17.15 Unrealized
IHI ISHARES TR 1.0%
Value ($000) $1,469 Shares 5,942 Est. Cost $199.82 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD 1.0%
Value ($000) $1,443 Shares 56,394 Est. Cost $22.00 Unrealized
EXC EXELON CORP 0.9%
Value ($000) $1,413 Shares 29,247 Est. Cost $25.13 Unrealized +6.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $1,296 Shares 6,230 Est. Cost $208.87 Unrealized -1.4%
GIS GENERAL MLS INC 0.9%
Value ($000) $1,279 Shares 23,200 Est. Cost $33.08 Unrealized +31.2%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $1,224 Shares 20,275 Est. Cost $38.64 Unrealized +4.6%
TD TORONTO DOMINION BK ONT 0.8%
Value ($000) $1,139 Shares 19,544 Est. Cost $54.74 Unrealized +3.8%
CMCSA COMCAST CORP NEW 0.8%
Value ($000) $1,132 Shares 25,107 Est. Cost $30.43 Unrealized +23.3%
TDIV FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $1,126 Shares 28,070 Est. Cost $33.26 Unrealized
KWEB KRANESHARES TR 0.7%
Value ($000) $1,094 Shares 26,466 Est. Cost $38.24 Unrealized
DIS DISNEY WALT CO 0.7%
Value ($000) $1,001 Shares 7,684 Est. Cost $109.73 Unrealized +22.3%
EFA ISHARES TR 0.6%
Value ($000) $876 Shares 13,441 Est. Cost $59.56 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $815 Shares 15,824 Est. Cost $40.19 Unrealized +7.0%
DVY ISHARES TR 0.5%
Value ($000) $790 Shares 7,745 Est. Cost $89.32 Unrealized
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $776 Shares 5,222 Est. Cost $107.19 Unrealized +20.9%
LLY LILLY ELI & CO 0.5%
Value ($000) $704 Shares 6,294 Est. Cost $101.37 Unrealized +1.3%
AVGO BROADCOM INC 0.4%
Value ($000) $661 Shares 2,394 Est. Cost $19.45 Unrealized +23.5%
STOT SSGA ACTIVE TR 0.4%
Value ($000) $641 Shares 12,907 Est. Cost $48.71 Unrealized
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $464 Shares 7,738 Est. Cost $59.98 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $416 Shares 3,213 Est. Cost $114.14 Unrealized -3.6%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $332 Shares 4,700 Est. Cost $56.06 Unrealized -4.1%
EMR EMERSON ELEC CO 0.2%
Value ($000) $263 Shares 3,932 Est. Cost $56.80 Unrealized -4.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $222 Shares 1,036 Est. Cost $150.10 Unrealized +23.1%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $218 Shares 1,756 Est. Cost $74.75 Unrealized +35.1%
T AT&T INC 0.1%
Value ($000) $171 Shares 4,508 Est. Cost $14.02 Unrealized +21.2%
HSBC HSBC HLDGS PLC 0.1%
Value ($000) $168 Shares 4,386 Est. Cost $38.30 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $158 Shares 1,014 Est. Cost $62.21 Unrealized +14.0%
AMGN AMGEN INC 0.1%
Value ($000) $158 Shares 814 Est. Cost $156.83 Unrealized +0.8%
HD HOME DEPOT INC 0.1%
Value ($000) $155 Shares 666 Est. Cost $150.47 Unrealized +24.3%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $141 Shares 1,197 Est. Cost $87.48 Unrealized +8.7%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $139 Shares 1,479 Est. Cost $59.67 Unrealized +21.4%
GOOGL ALPHABET INC 0.1%
Value ($000) $128 Shares 105 Est. Cost $54.10 Unrealized +8.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $108 Shares 2,641 Est. Cost $33.13 Unrealized -16.7%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $97 Shares 3,546 Est. Cost $19.85 Unrealized +7.1%
AMZN AMAZON COM INC 0.1%
Value ($000) $97 Shares 56 Est. Cost $83.14 Unrealized +11.5%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $95 Shares 803 Est. Cost $84.74 Unrealized +8.0%
MSFT MICROSOFT CORP 0.1%
Value ($000) $93 Shares 669 Est. Cost $105.17 Unrealized +23.5%
KO COCA COLA CO 0.1%
Value ($000) $88 Shares 1,620 Est. Cost $38.39 Unrealized +14.5%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $87 Shares 303 Est. Cost $201.98 Unrealized +26.9%
V VISA INC 0.1%
Value ($000) $78 Shares 451 Est. Cost $154.10 Unrealized +10.5%
MRK MERCK & CO INC 0.0%
Value ($000) $58 Shares 694 Est. Cost $62.46 Unrealized +4.8%
WPC W P CAREY INC 0.0%
Value ($000) $50 Shares 560 Est. Cost $65.28 Unrealized
LINDE PLC 0.0%
Value ($000) $49 Shares 255 Est. Cost $156.40 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $49 Shares 474 Est. Cost $72.74 Unrealized +6.2%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $46 Shares 328 Est. Cost $106.73 Unrealized +0.9%
PEP PEPSICO INC 0.0%
Value ($000) $44 Shares 321 Est. Cost $90.68 Unrealized +20.6%
GENERAL ELECTRIC CO 0.0%
Value ($000) $41 Shares 4,537 Est. Cost $8.48 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $41 Shares 817 Est. Cost $40.98 Unrealized -10.3%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $40 Shares 665 Est. Cost $52.63 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $40 Shares 33 Est. Cost $53.13 Unrealized +10.5%
ABT ABBOTT LABS 0.0%
Value ($000) $38 Shares 451 Est. Cost $62.14 Unrealized +22.4%
IXN ISHARES TR 0.0%
Value ($000) $33 Shares 176 Est. Cost $142.05 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $33 Shares 300 Est. Cost $75.91 Unrealized +18.1%
BA BOEING CO 0.0%
Value ($000) $32 Shares 85 Est. Cost $334.97 Unrealized +5.2%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $31 Shares 215 Est. Cost $86.40 Unrealized +27.0%
IWB ISHARES TR 0.0%
Value ($000) $30 Shares 180 Est. Cost $138.89 Unrealized
LIFE STORAGE INC 0.0%
Value ($000) $30 Shares 287 Est. Cost $104.53 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $30 Shares 340 Est. Cost $53.65 Unrealized +50.3%
IWF ISHARES TR 0.0%
Value ($000) $29 Shares 180 Est. Cost $133.33 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $29 Shares 818 Est. Cost $30.03 Unrealized -10.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $29 Shares 465 Est. Cost $59.39 Unrealized -18.5%
GNTX GENTEX CORP 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $20.95 Unrealized +26.2%
ORCL ORACLE CORP 0.0%
Value ($000) $28 Shares 516 Est. Cost $43.25 Unrealized +16.5%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $28 Shares 300 Est. Cost $60.48 Unrealized +16.6%
SJM SMUCKER J M CO 0.0%
Value ($000) $28 Shares 253 Est. Cost $82.85 Unrealized +9.2%
DTE DTE ENERGY CO 0.0%
Value ($000) $27 Shares 200 Est. Cost $76.80 Unrealized +15.8%
BAX BAXTER INTL INC 0.0%
Value ($000) $27 Shares 305 Est. Cost $58.95 Unrealized +28.1%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $26 Shares 334 Est. Cost $77.84 Unrealized
MMM 3M CO 0.0%
Value ($000) $26 Shares 160 Est. Cost $115.16 Unrealized -3.9%
SHY ISHARES TR 0.0%
Value ($000) $25 Shares 301 Est. Cost $83.19 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $25 Shares 94 Est. Cost $31.19 Unrealized +0.3%
GSY INVESCO ACTIVELY MANAGD ETF 0.0%
Value ($000) $25 Shares 500 Est. Cost $50.00 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $24 Shares 300 Est. Cost $54.96 Unrealized +6.3%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $24 Shares 225 Est. Cost $74.96 Unrealized +11.2%
WMT WALMART INC 0.0%
Value ($000) $24 Shares 200 Est. Cost $28.76 Unrealized +19.8%
WMB WILLIAMS COS INC DEL 0.0%
Value ($000) $23 Shares 937 Est. Cost $16.83 Unrealized +4.8%
SRE SEMPRA ENERGY 0.0%
Value ($000) $23 Shares 155 Est. Cost $45.21 Unrealized +25.7%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $23 Shares 176 Est. Cost $86.36 Unrealized +12.9%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $22 Shares 246 Est. Cost $66.51 Unrealized +30.5%
DNP SELECT INCOME FD 0.0%
Value ($000) $21 Shares 1,610 Est. Cost $10.50 Unrealized
VMWARE INC 0.0%
Value ($000) $21 Shares 140 Est. Cost $135.71 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $21 Shares 100 Est. Cost $157.14 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $21 Shares 67 Est. Cost $14.08 Unrealized +143.3%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $21 Shares 695 Est. Cost $22.18 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $20 Shares 257 Est. Cost $57.17 Unrealized -0.8%
DGRO ISHARES TR 0.0%
Value ($000) $20 Shares 522 Est. Cost $32.97 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $20 Shares 200 Est. Cost $73.40 Unrealized +19.4%
CI CIGNA CORP NEW 0.0%
Value ($000) $20 Shares 133 Est. Cost $190.77 Unrealized -22.0%
QRVO QORVO INC 0.0%
Value ($000) $19 Shares 250 Est. Cost $67.25 Unrealized +8.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $19 Shares 113 Est. Cost $118.10 Unrealized +18.0%
FYX FIRST TR SML CP CORE ALPHA F 0.0%
Value ($000) $18 Shares 298 Est. Cost $53.69 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $18 Shares 192 Est. Cost $69.40 Unrealized +1.6%
ALPS ETF TR 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $8.54 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $17 Shares 145 Est. Cost $95.25 Unrealized +18.2%
IWR ISHARES TR 0.0%
Value ($000) $17 Shares 308 Est. Cost $45.45 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $17 Shares 76 Est. Cost $233.19 Unrealized -6.9%
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $17 Shares 180 Est. Cost $43.64 Unrealized
IOSP INNOSPEC INC 0.0%
Value ($000) $16 Shares 175 Est. Cost $81.78 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $16 Shares 570 Est. Cost $26.17 Unrealized -4.5%
PHYSICIANS RLTY TR 0.0%
Value ($000) $15 Shares 837 Est. Cost $15.53 Unrealized
RACE FERRARI N V 0.0%
Value ($000) $15 Shares 100 Est. Cost $122.47 Unrealized +30.3%
MDT MEDTRONIC PLC 0.0%
Value ($000) $15 Shares 137 Est. Cost $76.61 Unrealized +14.3%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $15 Shares 348 Est. Cost $35.69 Unrealized -1.1%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $15 Shares 95 Est. Cost $136.84 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $54.15 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $14 Shares 91 Est. Cost $132.79 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $13 Shares 231 Est. Cost $36.80 Unrealized +26.9%
ABBV ABBVIE INC 0.0%
Value ($000) $13 Shares 170 Est. Cost $64.80 Unrealized -18.8%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $13 Shares 249 Est. Cost $41.35 Unrealized -3.8%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $13 Shares 65 Est. Cost $176.90 Unrealized +2.2%
CDP CORPORATE OFFICE PPTYS TR 0.0%
Value ($000) $13 Shares 420 Est. Cost $21.43 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $13 Shares 102 Est. Cost $83.29 Unrealized +23.5%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $12 Shares 240 Est. Cost $39.22 Unrealized 0.0%
COHEN & STEERS LTD DUR PFD I 0.0%
Value ($000) $12 Shares 475 Est. Cost $25.26 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $12 Shares 175 Est. Cost $61.25 Unrealized +8.2%
SYNA SYNAPTICS INC 0.0%
Value ($000) $12 Shares 300 Est. Cost $37.55 Unrealized -10.1%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $12 Shares 185 Est. Cost $62.77 Unrealized -1.0%
ITA ISHARES TR 0.0%
Value ($000) $11 Shares 50 Est. Cost $180.00 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $11 Shares 135 Est. Cost $55.51 Unrealized +11.3%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $11 Shares 70 Est. Cost $128.57 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $11 Shares 64 Est. Cost $171.88 Unrealized
VFC V F CORP 0.0%
Value ($000) $10 Shares 112 Est. Cost $76.50 Unrealized +11.7%
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value ($000) $10 Shares 654 Est. Cost $12.23 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $10 Shares 526 Est. Cost $19.01 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $10 Shares 60 Est. Cost $121.16 Unrealized +18.8%
ORANY ORANGE 0.0%
Value ($000) $10 Shares 650 Est. Cost $16.92 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $9 Shares 72 Est. Cost $85.20 Unrealized +34.5%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $9 Shares 68 Est. Cost $106.08 Unrealized +15.6%
PPG PPG INDS INC 0.0%
Value ($000) $9 Shares 74 Est. Cost $91.40 Unrealized +11.4%
MPLX MPLX LP 0.0%
Value ($000) $9 Shares 335 Est. Cost $29.85 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $9 Shares 500 Est. Cost $29.13 Unrealized -37.3%
IWN ISHARES TR 0.0%
Value ($000) $9 Shares 78 Est. Cost $102.56 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $9 Shares 68 Est. Cost $132.35 Unrealized
BBH VANECK VECTORS ETF TR 0.0%
Value ($000) $9 Shares 76 Est. Cost $105.26 Unrealized
VTHR VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $9 Shares 65 Est. Cost $113.04 Unrealized
RFG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $9 Shares 62 Est. Cost $145.16 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $9 Shares 77 Est. Cost $112.67 Unrealized
HERITAGE CRYSTAL CLEAN INC 0.0%
Value ($000) $8 Shares 290 Est. Cost $24.14 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $8 Shares 59 Est. Cost $135.59 Unrealized
BLACKROCK INC 0.0%
Value ($000) $8 Shares 18 Est. Cost $444.44 Unrealized
VIG VANGUARD GROUP 0.0%
Value ($000) $8 Shares 67 Est. Cost $96.26 Unrealized
PIO INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $8 Shares 304 Est. Cost $23.03 Unrealized
DE DEERE & CO 0.0%
Value ($000) $8 Shares 50 Est. Cost $131.78 Unrealized +10.8%
RWR SPDR SERIES TRUST 0.0%
Value ($000) $7 Shares 66 Est. Cost $106.06 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $7 Shares 35 Est. Cost $157.14 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $7 Shares 48 Est. Cost $87.95 Unrealized +16.5%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $7 Shares 106 Est. Cost $60.76 Unrealized -5.8%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 140 Est. Cost $25.10 Unrealized -3.2%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $7 Shares 47 Est. Cost $148.94 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $7 Shares 45 Est. Cost $185.88 Unrealized -22.9%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $7 Shares 62 Est. Cost $82.08 Unrealized +8.4%
DDOG DATADOG INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $34.77 Unrealized 0.0%
TSN TYSON FOODS INC 0.0%
Value ($000) $7 Shares 80 Est. Cost $48.02 Unrealized +47.2%
USMV ISHARES TR 0.0%
Value ($000) $7 Shares 117 Est. Cost $51.28 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $6 Shares 29 Est. Cost $140.62 Unrealized +16.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $6 Shares 100 Est. Cost $53.41 Unrealized -15.2%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $6 Shares 87 Est. Cost $25.91 Unrealized 0.0%
HESS CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $40.00 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 140 Est. Cost $35.71 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $6 Shares 40 Est. Cost $101.52 Unrealized +14.9%
TRI CONTL CORP 0.0%
Value ($000) $6 Shares 219 Est. Cost $22.83 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $6 Shares 320 Est. Cost $20.53 Unrealized +7.5%
UA UNDER ARMOUR INC 0.0%
Value ($000) $6 Shares 322 Est. Cost $18.93 Unrealized +4.1%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $6 Shares 54 Est. Cost $111.11 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $6 Shares 45 Est. Cost $133.33 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $6 Shares 132 Est. Cost $42.33 Unrealized -12.6%
NUVEEN PFD & INCM SECURTIES 0.0%
Value ($000) $6 Shares 621 Est. Cost $9.66 Unrealized
TILRAY INC 0.0%
Value ($000) $6 Shares 240 Est. Cost $70.83 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $6 Shares 56 Est. Cost $83.10 Unrealized +32.3%
MPX MARINE PRODS CORP 0.0%
Value ($000) $6 Shares 450 Est. Cost $14.15 Unrealized -26.6%
IWO ISHARES TR 0.0%
Value ($000) $6 Shares 32 Est. Cost $187.50 Unrealized
PUTNAM MUN OPPORTUNITIES TR 0.0%
Value ($000) $6 Shares 475 Est. Cost $10.53 Unrealized
NEW RELIC INC 0.0%
Value ($000) $6 Shares 105 Est. Cost $85.71 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $6 Shares 26 Est. Cost $38.59 Unrealized +19.8%
R RYDER SYS INC 0.0%
Value ($000) $6 Shares 118 Est. Cost $57.32 Unrealized -8.9%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 103 Est. Cost $58.25 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $5 Shares 109 Est. Cost $35.32 Unrealized +28.4%
NEW ORIENTAL ED & TECH GRP I 0.0%
Value ($000) $5 Shares 47 Est. Cost $85.11 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $5 Shares 102 Est. Cost $49.02 Unrealized
CPFL ENERGIA S A 0.0%
Value ($000) $5 Shares 316 Est. Cost $15.82 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $5 Shares 28 Est. Cost $112.73 Unrealized +39.9%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $5 Shares 56 Est. Cost $59.63 Unrealized +23.2%
META FACEBOOK INC 0.0%
Value ($000) $5 Shares 28 Est. Cost $143.86 Unrealized +31.2%
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $5 Shares 158 Est. Cost $25.32 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $5 Shares 55 Est. Cost $72.22 Unrealized +11.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $5 Shares 141 Est. Cost $37.80 Unrealized -18.1%
ADBE ADOBE INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $241.40 Unrealized +20.9%
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 +22.3%
ELME WASHINGTON REAL ESTATE INVT 0.0%
Value ($000) $5 Shares 174 Est. Cost $22.99 Unrealized
WKC WORLD FUEL SVCS CORP 0.0%
Value ($000) $5 Shares 120 Est. Cost $26.34 Unrealized +44.5%
VYX NCR CORP NEW 0.0%
Value ($000) $4 Shares 111 Est. Cost $15.70 Unrealized +23.0%
XILINX INC 0.0%
Value ($000) $4 Shares 38 Est. Cost $78.95 Unrealized
RAYTHEON CO 0.0%
Value ($000) $4 Shares 21 Est. Cost $160.95 Unrealized
APACHE CORP 0.0%
Value ($000) $4 Shares 142 Est. Cost $35.21 Unrealized
DOW DOW INC 0.0%
Value ($000) $4 Shares 87 Est. Cost $32.74 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $4 Shares 87 Est. Cost $34.48 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $4 Shares 18 Est. Cost $147.25 Unrealized +27.1%
CB CHUBB LIMITED 0.0%
Value ($000) $4 Shares 23 Est. Cost $118.54 Unrealized +17.5%
SNY SANOFI 0.0%
Value ($000) $4 Shares 80 Est. Cost $37.50 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $4 Shares 19 Est. Cost $142.15 Unrealized +24.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $4 Shares 109 Est. Cost $21.70 Unrealized +4.4%
SPARK ENERGY INC 0.0%
Value ($000) $4 Shares 400 Est. Cost $7.50 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $4 Shares 26 Est. Cost $138.09 Unrealized +5.6%
USB US BANCORP DEL 0.0%
Value ($000) $4 Shares 81 Est. Cost $37.60 Unrealized +9.4%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $4 Shares 76 Est. Cost $45.89 Unrealized +9.2%
ECON COLUMBIA ETF TR II 0.0%
Value ($000) $4 Shares 204 Est. Cost $19.61 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $4 Shares 221 Est. Cost $22.62 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $4 Shares 29 Est. Cost $93.46 Unrealized +25.3%
BARCLAYS BK PLC 0.0%
Value ($000) $4 Shares 180 Est. Cost $27.78 Unrealized
SKECHERS U S A INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $25.00 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $3 Shares 77 Est. Cost $33.88 Unrealized +6.3%
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $3 Shares 57 Est. Cost $52.63 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 78 Est. Cost $38.46 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $3 Shares 12 Est. Cost $146.03 Unrealized +25.6%
ETF MANAGERS TR 0.0%
Value ($000) $3 Shares 140 Est. Cost $21.43 Unrealized
CYRUSONE INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $50.00 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.67 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $3 Shares 36 Est. Cost $67.13 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $3 Shares 64 Est. Cost $36.91 Unrealized +15.9%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $3 Shares 90 Est. Cost $33.33 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $3 Shares 23 Est. Cost $78.40 Unrealized +29.5%
CELGENE CORP 0.0%
Value ($000) $3 Shares 33 Est. Cost $60.61 Unrealized
BAC BANK AMER CORP 0.0%
Value ($000) $3 Shares 101 Est. Cost $22.80 Unrealized +7.8%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $3 Shares 75 Est. Cost $29.58 Unrealized +25.1%
GWW GRAINGER W W INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $270.51 Unrealized -5.1%
DEM WISDOMTREE TR 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.86 Unrealized
GDXJ VANECK VECTORS ETF TR 0.0%
Value ($000) $3 Shares 96 Est. Cost $31.25 Unrealized
SLACK TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 130 Est. Cost $23.08 Unrealized
KELLOGG CO 0.0%
Value ($000) $3 Shares 50 Est. Cost $46.40 Unrealized -2.3%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $3 Shares 7 Est. Cost $250.05 Unrealized +26.6%
LOW LOWES COS INC 0.0%
Value ($000) $3 Shares 31 Est. Cost $88.06 Unrealized +6.8%
PROSHARES TR 0.0%
Value ($000) $3 Shares 106 Est. Cost $47.17 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $125.45 Unrealized +82.5%
NDAQ NASDAQ INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $25.58 Unrealized +18.5%
NEW SR INVT GROUP INC 0.0%
Value ($000) $3 Shares 475 Est. Cost $4.21 Unrealized
NKE NIKE INC 0.0%
Value ($000) $3 Shares 28 Est. Cost $68.15 Unrealized +15.6%
NVS NOVARTIS A G 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $64.69 Unrealized +1.7%
ETN EATON CORP PLC 0.0%
Value ($000) $2 Shares 28 Est. Cost $65.04 Unrealized +10.9%
INGERSOLL-RAND PLC 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $42.10 Unrealized +24.2%
KEY KEYCORP NEW 0.0%
Value ($000) $2 Shares 140 Est. Cost $12.51 Unrealized +1.4%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $75.54 Unrealized +19.8%
RWM PROSHARES TR 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
PROSHARES TR 0.0%
Value ($000) $2 Shares 102 Est. Cost $39.22 Unrealized
MET METLIFE INC 0.0%
Value ($000) $2 Shares 39 Est. Cost $35.04 Unrealized +9.8%
MA MASTERCARD INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $207.20 Unrealized +28.4%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 33 Est. Cost $28.34 Unrealized +22.9%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $79.33 Unrealized +14.1%
PROSHARES TR 0.0%
Value ($000) $2 Shares 51 Est. Cost $59.59 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $2 Shares 26 Est. Cost $54.99 Unrealized +13.7%
CITRIX SYS INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $120.00 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $37.59 Unrealized +20.7%
CSX CSX CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $20.89 Unrealized +2.2%
O REALTY INCOME CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $47.55 Unrealized +7.9%
EBAY EBAY INC 0.0%
Value ($000) $2 Shares 52 Est. Cost $26.17 Unrealized +37.6%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $35.73 Unrealized +30.9%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $2 Shares 18 Est. Cost $87.01 Unrealized +20.8%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $2 Shares 8 Est. Cost $212.74 Unrealized +5.1%
ALLERGAN PLC 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.85 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $2 Shares 87 Est. Cost $26.67 Unrealized 0.0%
BIV VANGUARD BD INDEX FD INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 125 Est. Cost $16.00 Unrealized
UNILEVER N V 0.0%
Value ($000) $2 Shares 25 Est. Cost $40.00 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $104.86 Unrealized +48.2%
PJP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 31 Est. Cost $64.52 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $2 Shares 27 Est. Cost $18.74 Unrealized 0.0%
SCHW THE CHARLES SCHWAB CORPORATI 0.0%
Value ($000) $2 Shares 57 Est. Cost $40.90 Unrealized -9.8%
BIIB BIOGEN INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $319.14 Unrealized -27.0%
VMC VULCAN MATLS CO 0.0%
Value ($000) $2 Shares 11 Est. Cost $101.79 Unrealized +31.3%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $2 Shares 10 Est. Cost $132.08 Unrealized +8.7%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
TEEKAY OFFSHORE PARTNERS L P 0.0%
Value ($000) $1 Shares 583 Est. Cost $1.72 Unrealized
GTN GRAY TELEVISION INC 0.0%
Value ($000) $1 Shares 63 Est. Cost $17.36 Unrealized -5.3%
QURATE RETAIL INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $25.41 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $53.01 Unrealized -3.8%
SPRINT CORPORATION 0.0%
Value ($000) $1 Shares 183 Est. Cost $5.46 Unrealized
ENCANA CORP 0.0%
Value ($000) $1 Shares 195 Est. Cost $5.13 Unrealized
IP INTL PAPER CO 0.0%
Value ($000) $1 Shares 33 Est. Cost $31.79 Unrealized -7.7%
ADNT ADIENT PLC 0.0%
Value ($000) $1 Shares 41 Est. Cost $17.51 Unrealized +30.2%
DAR DARLING INGREDIENTS INC 0.0%
Value ($000) $1 Shares 36 Est. Cost $20.27 Unrealized -3.6%
L LOEWS CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $45.83 Unrealized +9.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $55.05 Unrealized +25.6%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $32.45 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 40 Est. Cost $23.99 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $52.80 Unrealized -15.1%
TDC TERADATA CORP DEL 0.0%
Value ($000) $1 Shares 43 Est. Cost $36.58 Unrealized -7.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
HPQ HP INC 0.0%
Value ($000) $1 Shares 65 Est. Cost $18.24 Unrealized -13.7%
AVNS AVANOS MED INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $52.39 Unrealized -27.2%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $1 Shares 65 Est. Cost $11.92 Unrealized -2.9%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $57.07 Unrealized -16.1%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
HEALTHCARE TR AMER INC 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
SMITH MICRO SOFTWARE INC 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $66.27 Unrealized -37.6%
IAI ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
MICRO FOCUS INTERNATIONAL PL 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
PERSPECTA INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
STONEMOR PARTNERS L P 0.0%
Value ($000) $0 Shares 446 Est. Cost $2.24 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $104.03 Unrealized
ALC ALCON INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $59.15 Unrealized 0.0%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $13.59 Unrealized -9.6%
ION GEOPHYSICAL CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost 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 -21.4%
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
AKORN INC 0.0%
Value ($000) $0 Shares 37 Est. Cost Unrealized
PJT PJT PARTNERS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.89 Unrealized -10.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $63.71 Unrealized
FPE FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 1 Est. Cost $17.95 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $69.17 Unrealized -1.0%
U S SILICA HLDGS INC 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized