Roble, Belko & Company, Inc Diversified Active

CIK: 0001642305 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 9, 2016

Total Value ($000): $176,758 (100.0% shares, 0.0% debt)

Holdings (272)

VTI VANGUARD INDEX FDS TOTAL STK MKT 13.6%
Value ($000) $24,035 Shares 229,298 Est. Cost $106.95 Unrealized
VEU VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 10.9%
Value ($000) $19,242 Shares 445,935 Est. Cost $47.43 Unrealized
SPY SPDR S&P 500 ETF TRTR UNIT 8.1%
Value ($000) $14,369 Shares 69,915 Est. Cost $201.71 Unrealized
VEA VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 5.4%
Value ($000) $9,473 Shares 264,011 Est. Cost $38.04 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 4.4%
Value ($000) $7,760 Shares 174,929 Est. Cost $41.44 Unrealized
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 4.3%
Value ($000) $7,676 Shares 111,181 Est. Cost $68.28 Unrealized
DBEF DBX ETF TRXTRAK MSCI EAFE 3.8%
Value ($000) $6,738 Shares 263,827 Est. Cost $28.24 Unrealized
IGE ISHARES TR NA NAT RES 3.6%
Value ($000) $6,392 Shares 214,988 Est. Cost $33.40 Unrealized
SDY SPDR SERIES TRUSTS&P DIVID ETF 3.5%
Value ($000) $6,198 Shares 77,537 Est. Cost $78.22 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 3.4%
Value ($000) $5,945 Shares 59,582 Est. Cost $98.91 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 3.3%
Value ($000) $5,902 Shares 119,769 Est. Cost $49.21 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 3.2%
Value ($000) $5,639 Shares 46,655 Est. Cost $123.70 Unrealized
OEF ISHARES TR S&P 100 ETF 3.0%
Value ($000) $5,348 Shares 58,529 Est. Cost $90.25 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 2.5%
Value ($000) $4,411 Shares 52,635 Est. Cost $84.10 Unrealized
TORTOISE ENERGY INFRSTRCTR C 2.5%
Value ($000) $4,342 Shares 176,488 Est. Cost $40.00 Unrealized
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 1.8%
Value ($000) $3,267 Shares 94,491 Est. Cost $36.90 Unrealized
MARKET VECTORS ETF TR BUSI DEVCO ETF 1.8%
Value ($000) $3,158 Shares 191,505 Est. Cost $18.52 Unrealized
ACWX ISHARES TR MSCI ACWI EX US 1.8%
Value ($000) $3,140 Shares 79,532 Est. Cost $41.08 Unrealized
EFA ISHARES TR MSCI EAFE ETF 1.6%
Value ($000) $2,798 Shares 48,949 Est. Cost $64.09 Unrealized
COLONY CAP INC 1.4%
Value ($000) $2,525 Shares 150,593 Est. Cost $25.70 Unrealized
BLACKROCK ENHANCED EQT DIV T 1.2%
Value ($000) $2,180 Shares 289,070 Est. Cost $7.42 Unrealized
ARI APOLLO COML REAL EST FIN INC 1.0%
Value ($000) $1,744 Shares 107,002 Est. Cost $17.18 Unrealized
STWD STARWOOD PPTY TR INC 0.9%
Value ($000) $1,623 Shares 85,715 Est. Cost $24.10 Unrealized
BXMT BLACKSTONE MTG TR INC 0.9%
Value ($000) $1,583 Shares 58,947 Est. Cost $28.35 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.8%
Value ($000) $1,395 Shares 20,587 Est. Cost $72.49 Unrealized
XLP SELECT SECTOR SPDR TR SBI CONS STPLS 0.8%
Value ($000) $1,390 Shares 26,205 Est. Cost $48.73 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.6%
Value ($000) $1,140 Shares 33,280 Est. Cost $37.70 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.6%
Value ($000) $1,018 Shares 8,920 Est. Cost $115.81 Unrealized
AAXJ ISHARES TR MSCI AC ASIA ETF 0.6%
Value ($000) $1,010 Shares 18,495 Est. Cost $63.99 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.6%
Value ($000) $984 Shares 10,945 Est. Cost $92.55 Unrealized
STT STATE STR CORP 0.5%
Value ($000) $956 Shares 16,343 Est. Cost $46.50 Unrealized -8.3%
XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 0.5%
Value ($000) $810 Shares 13,089 Est. Cost $72.16 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.4%
Value ($000) $634 Shares 3,068 Est. Cost $207.76 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 0.3%
Value ($000) $594 Shares 21,909 Est. Cost $29.80 Unrealized
BIIB BIOGEN INC 0.3%
Value ($000) $451 Shares 1,733 Est. Cost $394.14 Unrealized -33.0%
EATON VANCE MUN BD FD 0.2%
Value ($000) $431 Shares 32,385 Est. Cost $12.24 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $409 Shares 3,875 Est. Cost $68.44 Unrealized -1.1%
BLACKROCK MUNICIPL INC QLTY 0.2%
Value ($000) $383 Shares 25,416 Est. Cost $13.57 Unrealized
IUSG ISHARES TR CORE US GRW ETF 0.2%
Value ($000) $376 Shares 4,638 Est. Cost $81.30 Unrealized
TIP ISHARES TR TIPS BD ETF 0.2%
Value ($000) $333 Shares 2,906 Est. Cost $113.56 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $323 Shares 5,158 Est. Cost $26.19 Unrealized +18.7%
POWERSHARES QQQ TRUST UNIT SER 1 0.2%
Value ($000) $314 Shares 2,877 Est. Cost $105.62 Unrealized
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.2%
Value ($000) $308 Shares 14,817 Est. Cost $20.45 Unrealized
COLONY STARWOOD HOMES 0.2%
Value ($000) $304 Shares 12,278 Est. Cost $24.76 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.2%
Value ($000) $291 Shares 2,945 Est. Cost $103.23 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $290 Shares 10,174 Est. Cost $20.01 Unrealized -5.3%
NUVEEN AMT-FREE MUN INCOME F 0.2%
Value ($000) $275 Shares 19,344 Est. Cost $12.72 Unrealized
IUSV ISHARES TR CORE US VAL ETF 0.1%
Value ($000) $262 Shares 2,038 Est. Cost $134.94 Unrealized
VOYA GLBL EQTY DIV & PREM OP 0.1%
Value ($000) $243 Shares 34,333 Est. Cost $7.66 Unrealized
VOYA EMERGING MKTS HIGH DIVI 0.1%
Value ($000) $180 Shares 23,238 Est. Cost $9.18 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $163 Shares 1,403 Est. Cost $114.04 Unrealized
BALDWIN & LYONS INC 0.1%
Value ($000) $163 Shares 6,608 Est. Cost $23.00 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $160 Shares 1,635 Est. Cost $47.26 Unrealized +18.2%
EFG ISHARES TR EAFE GRWTH ETF 0.1%
Value ($000) $139 Shares 2,108 Est. Cost $70.21 Unrealized
IYE ISHARES TR U.S. ENERGY ETF 0.1%
Value ($000) $134 Shares 3,840 Est. Cost $43.49 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $128 Shares 2,325 Est. Cost $41.50 Unrealized +11.0%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $124 Shares 3,368 Est. Cost $29.80 Unrealized -5.5%
AAPL APPLE INC 0.1%
Value ($000) $122 Shares 1,123 Est. Cost $24.77 Unrealized -9.0%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $117 Shares 1,384 Est. Cost $64.40 Unrealized -3.8%
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $117 Shares 2,875 Est. Cost $44.86 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $106 Shares 1,273 Est. Cost $55.24 Unrealized -5.9%
AGG ISHARES TR CORE US AGGBD ET 0.1%
Value ($000) $102 Shares 921 Est. Cost $111.91 Unrealized
EATON VANCE TAX MNGED BUY WR 0.1%
Value ($000) $102 Shares 6,300 Est. Cost $15.71 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $102 Shares 3,146 Est. Cost $25.87 Unrealized -5.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $99 Shares 655 Est. Cost $94.01 Unrealized -10.6%
PFE PFIZER INC 0.1%
Value ($000) $99 Shares 3,340 Est. Cost $19.95 Unrealized -6.4%
T AT&T INC 0.1%
Value ($000) $98 Shares 2,511 Est. Cost $11.97 Unrealized +15.6%
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $98 Shares 9,876 Est. Cost $9.82 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $96 Shares 885 Est. Cost $75.59 Unrealized +4.2%
ERIE ERIE INDTY CO 0.1%
Value ($000) $92 Shares 990 Est. Cost $75.78 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $92 Shares 650 Est. Cost $132.58 Unrealized 0.0%
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $88 Shares 710 Est. Cost $130.51 Unrealized
HEFA ISHARES TR HDG MSCI EAFE 0.0%
Value ($000) $87 Shares 3,665 Est. Cost $23.74 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $83 Shares 2,026 Est. Cost $35.66 Unrealized -10.4%
VIG VANGUARD SPECIALIZED PORTFOL DIV APP ETF 0.0%
Value ($000) $79 Shares 968 Est. Cost $80.24 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $76 Shares 740 Est. Cost $72.79 Unrealized +0.6%
EATON VANCE FLTING RATE INC 0.0%
Value ($000) $75 Shares 5,670 Est. Cost $14.57 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $74 Shares 590 Est. Cost $72.28 Unrealized +30.0%
IYR ISHARES TR U.S. REAL ES ETF 0.0%
Value ($000) $74 Shares 955 Est. Cost $79.58 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $72 Shares 754 Est. Cost $60.18 Unrealized -4.6%
SRE SEMPRA ENERGY 0.0%
Value ($000) $72 Shares 691 Est. Cost $39.15 Unrealized -10.0%
HD HOME DEPOT INC 0.0%
Value ($000) $71 Shares 530 Est. Cost $99.98 Unrealized -1.6%
VOYA RISK MANAGED NAT RES FD 0.0%
Value ($000) $70 Shares 12,489 Est. Cost $7.24 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $70 Shares 489 Est. Cost $151.33 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $69 Shares 1,491 Est. Cost $29.70 Unrealized +7.2%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.0%
Value ($000) $66 Shares 350 Est. Cost $188.57 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $65 Shares 763 Est. Cost $44.37 Unrealized -11.1%
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $63 Shares 681 Est. Cost $102.79 Unrealized
REYNOLDS AMERICAN INC 0.0%
Value ($000) $61 Shares 1,212 Est. Cost $56.93 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $60 Shares 400 Est. Cost $116.50 Unrealized -4.9%
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value ($000) $59 Shares 2,009 Est. Cost $35.57 Unrealized
POWERSHARES ETF TR IIS&P500 LOW VOL 0.0%
Value ($000) $58 Shares 1,430 Est. Cost $37.76 Unrealized
PRUDENTIAL SHT DURATION HG Y 0.0%
Value ($000) $53 Shares 3,413 Est. Cost $15.34 Unrealized
RMD RESMED INC 0.0%
Value ($000) $53 Shares 909 Est. Cost $56.74 Unrealized -11.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $52 Shares 1,650 Est. Cost $24.93 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $51 Shares 450 Est. Cost $116.83 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.0%
Value ($000) $51 Shares 3,478 Est. Cost $14.61 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $48 Shares 660 Est. Cost $54.58 Unrealized -11.1%
AFL AFLAC INC 0.0%
Value ($000) $46 Shares 731 Est. Cost $23.60 Unrealized -0.1%
EATON VANCE TX MGD DIV EQ IN 0.0%
Value ($000) $46 Shares 4,325 Est. Cost $11.43 Unrealized
VDE VANGUARD WORLD FDS ENERGY ETF 0.0%
Value ($000) $45 Shares 525 Est. Cost $108.57 Unrealized
MRK MERCK & CO INC NEW 0.0%
Value ($000) $42 Shares 802 Est. Cost $39.18 Unrealized -8.1%
IQDF FLEXSHARES TRINTL QLTDV IDX 0.0%
Value ($000) $41 Shares 1,842 Est. Cost $21.17 Unrealized
RLY SSGA ACTIVE ETF TRMULT ASS RLRTN 0.0%
Value ($000) $41 Shares 1,760 Est. Cost $26.28 Unrealized
IGM ISHARES TR N AMER TECH ETF 0.0%
Value ($000) $38 Shares 340 Est. Cost $102.94 Unrealized
VT VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF 0.0%
Value ($000) $35 Shares 611 Est. Cost $62.19 Unrealized
XXHYBXX NEW AMER HIGH INCOME FD INC 0.0%
Value ($000) $34 Shares 4,160 Est. Cost $8.17 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $33 Shares 288 Est. Cost $103.18 Unrealized +1.6%
GOOG ALPHABET INC 0.0%
Value ($000) $33 Shares 44 Est. Cost $35.58 Unrealized -0.1%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $33 Shares 1,024 Est. Cost $32.16 Unrealized
NATIONAL GRID PLC 0.0%
Value ($000) $31 Shares 441 Est. Cost $63.49 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $31 Shares 52 Est. Cost $28.68 Unrealized -1.1%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $31 Shares 373 Est. Cost $61.20 Unrealized +0.7%
BP BP PLC 0.0%
Value ($000) $30 Shares 1,008 Est. Cost $37.41 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $30 Shares 39 Est. Cost $36.59 Unrealized -0.1%
WMT WAL-MART STORES INC 0.0%
Value ($000) $29 Shares 427 Est. Cost $19.96 Unrealized -8.3%
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value ($000) $28 Shares 358 Est. Cost $69.83 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $28 Shares 304 Est. Cost $67.58 Unrealized -6.1%
V VISA INC 0.0%
Value ($000) $27 Shares 353 Est. Cost $65.86 Unrealized +2.9%
IVOO VANGUARD ADMIRAL FDS INCMIDCP 400 IDX 0.0%
Value ($000) $27 Shares 280 Est. Cost $103.57 Unrealized
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $27 Shares 2,112 Est. Cost $12.31 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $27 Shares 415 Est. Cost $44.71 Unrealized +0.2%
BLACKSTONE GROUP L P 0.0%
Value ($000) $27 Shares 975 Est. Cost $27.69 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $27 Shares 1,200 Est. Cost $14.75 Unrealized +4.1%
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.0%
Value ($000) $26 Shares 323 Est. Cost $74.30 Unrealized
POWERSHARES ETF TRUST WATER RESOURCE 0.0%
Value ($000) $26 Shares 1,170 Est. Cost $25.00 Unrealized
VIOO VANGUARD ADMIRAL FDS INCSMLLCP 600 IDX 0.0%
Value ($000) $26 Shares 250 Est. Cost $108.00 Unrealized
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $26 Shares 1,870 Est. Cost $13.37 Unrealized
VOYA GLBL ADV & PREM OPP FD 0.0%
Value ($000) $24 Shares 2,310 Est. Cost $12.12 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $24 Shares 591 Est. Cost $43.85 Unrealized -35.9%
BLACKROCK MUNI 2018 TERM TR 0.0%
Value ($000) $24 Shares 1,554 Est. Cost $16.09 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $23 Shares 484 Est. Cost $55.56 Unrealized
SNY SANOFI 0.0%
Value ($000) $23 Shares 575 Est. Cost $40.00 Unrealized
VIS VANGUARD WORLD FDS INDUSTRIAL ETF 0.0%
Value ($000) $23 Shares 215 Est. Cost $106.98 Unrealized
BLACKROCK GLOBAL OPP EQTY TR 0.0%
Value ($000) $22 Shares 1,820 Est. Cost $13.74 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $21 Shares 214 Est. Cost $96.71 Unrealized -8.0%
NKE NIKE INC 0.0%
Value ($000) $19 Shares 315 Est. Cost $52.94 Unrealized +0.5%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $18 Shares 287 Est. Cost $32.95 Unrealized +30.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $17 Shares 270 Est. Cost $52.28 Unrealized -1.4%
IYW ISHARES TR U.S. TECH ETF 0.0%
Value ($000) $17 Shares 160 Est. Cost $106.25 Unrealized
HEDJ WISDOMTREE TR EUROPE HEDGED 0.0%
Value ($000) $17 Shares 326 Est. Cost $52.15 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $16 Shares 397 Est. Cost $40.75 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $15 Shares 520 Est. Cost $50.96 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $15 Shares 304 Est. Cost $62.50 Unrealized
ARCC ARES CAP CORP 0.0%
Value ($000) $14 Shares 951 Est. Cost $5.89 Unrealized -8.9%
VGT VANGUARD WORLD FDS INF TECH 0.0%
Value ($000) $14 Shares 125 Est. Cost $112.00 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $14 Shares 243 Est. Cost $42.33 Unrealized -12.3%
VOYA ASIA PAC DIVID EQUITY I 0.0%
Value ($000) $14 Shares 1,496 Est. Cost $11.36 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $14 Shares 260 Est. Cost $43.40 Unrealized -13.9%
MA MASTERCARD INC 0.0%
Value ($000) $13 Shares 141 Est. Cost $83.42 Unrealized 0.0%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $40.34 Unrealized +8.3%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $13 Shares 128 Est. Cost $93.75 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $13 Shares 302 Est. Cost $35.77 Unrealized -12.7%
ILMN ILLUMINA INC 0.0%
Value ($000) $12 Shares 72 Est. Cost $165.09 Unrealized -7.4%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $12 Shares 240 Est. Cost $49.24 Unrealized -11.4%
NFLX NETFLIX INC 0.0%
Value ($000) $10 Shares 96 Est. Cost $9.82 Unrealized 0.0%
LOW LOWES COS INC 0.0%
Value ($000) $10 Shares 130 Est. Cost $58.89 Unrealized 0.0%
THOMSON REUTERS CORP 0.0%
Value ($000) $10 Shares 246 Est. Cost $40.65 Unrealized
SPARTON CORP 0.0%
Value ($000) $9 Shares 475 Est. Cost $25.26 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $9 Shares 145 Est. Cost $47.41 Unrealized 0.0%
MARKET VECTORS ETF TR AGRIBUS ETF 0.0%
Value ($000) $9 Shares 186 Est. Cost $54.28 Unrealized
DXJ WISDOMTREE TR JAPN HEDGE 0.0%
Value ($000) $9 Shares 214 Est. Cost $42.06 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $8 Shares 95 Est. Cost $82.55 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $8 Shares 621 Est. Cost $8.62 Unrealized -13.6%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $90.00 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $8 Shares 48 Est. Cost $127.74 Unrealized 0.0%
PRICELINE GRP INC 0.0%
Value ($000) $8 Shares 6 Est. Cost $1333.33 Unrealized
CBS CORP NEW 0.0%
Value ($000) $8 Shares 149 Est. Cost $52.39 Unrealized
TIME WARNER CABLE INC 0.0%
Value ($000) $8 Shares 41 Est. Cost $195.12 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $8 Shares 285 Est. Cost $20.25 Unrealized -16.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $7 Shares 28 Est. Cost $250.00 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $7 Shares 100 Est. Cost $43.91 Unrealized +22.6%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $7 Shares 114 Est. Cost $36.56 Unrealized +17.3%
TOTAL S A 0.0%
Value ($000) $7 Shares 145 Est. Cost $41.38 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $7 Shares 71 Est. Cost $72.40 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $7 Shares 190 Est. Cost $22.29 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $7 Shares 400 Est. Cost $6.50 Unrealized -2.0%
MMM 3M CO 0.0%
Value ($000) $6 Shares 35 Est. Cost $92.76 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $6 Shares 175 Est. Cost $26.44 Unrealized -8.1%
FCOM FIDELITY TELECOMM SVCS 0.0%
Value ($000) $6 Shares 217 Est. Cost $27.65 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $6 Shares 230 Est. Cost $26.09 Unrealized
DHR DANAHER CORP DEL 0.0%
Value ($000) $6 Shares 59 Est. Cost $36.46 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $6 Shares 50 Est. Cost $87.70 Unrealized 0.0%
AETNA INC NEW 0.0%
Value ($000) $6 Shares 52 Est. Cost $115.38 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $6 Shares 100 Est. Cost $22.67 Unrealized +0.4%
SPECTRA ENERGY CORP 0.0%
Value ($000) $6 Shares 180 Est. Cost $37.78 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $6 Shares 81 Est. Cost $50.47 Unrealized -11.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $6 Shares 220 Est. Cost $27.27 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $6 Shares 124 Est. Cost $42.86 Unrealized -13.9%
USCI UNITED STS COMMODITY INDEX FCOMM IDX FND 0.0%
Value ($000) $6 Shares 137 Est. Cost $45.77 Unrealized
XLU SELECT SECTOR SPDR TR SBI INT-UTILS 0.0%
Value ($000) $6 Shares 124 Est. Cost $48.39 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $5 Shares 58 Est. Cost $56.38 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $5 Shares 43 Est. Cost $111.87 Unrealized 0.0%
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $5 Shares 1,300 Est. Cost $11.45 Unrealized
PVH PVH CORP 0.0%
Value ($000) $5 Shares 47 Est. Cost $77.58 Unrealized 0.0%
POWERSHARES ETF TRUST INTL DIV ACHV 0.0%
Value ($000) $5 Shares 370 Est. Cost $17.45 Unrealized
SAP SAP SE 0.0%
Value ($000) $5 Shares 61 Est. Cost $81.97 Unrealized
RUTHS HOSPITALITY GROUP INC 0.0%
Value ($000) $5 Shares 252 Est. Cost $15.87 Unrealized
JPMORGAN CHASE & CO ALERIAN ML ETN 0.0%
Value ($000) $5 Shares 200 Est. Cost $40.00 Unrealized
DIREXION SHS ETF TR 0.0%
Value ($000) $5 Shares 120 Est. Cost $41.67 Unrealized
HPQ HP INC 0.0%
Value ($000) $5 Shares 400 Est. Cost $9.12 Unrealized -15.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $5 Shares 44 Est. Cost $19.87 Unrealized +9.7%
HON HONEYWELL INTL INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $76.33 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $5 Shares 68 Est. Cost $58.56 Unrealized +0.6%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $4 Shares 134 Est. Cost $49.28 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $4 Shares 132 Est. Cost $30.30 Unrealized
MYLAN N V 0.0%
Value ($000) $4 Shares 84 Est. Cost $47.62 Unrealized
MET METLIFE INC 0.0%
Value ($000) $4 Shares 92 Est. Cost $26.74 Unrealized 0.0%
MONSANTO CO NEW 0.0%
Value ($000) $4 Shares 41 Est. Cost $97.56 Unrealized
HSBC HLDGS PLC 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
JPMORGAN CHASE & CO*W EXP 10/28/201 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $4 Shares 61 Est. Cost $44.28 Unrealized +1.3%
VYX NCR CORP NEW 0.0%
Value ($000) $4 Shares 134 Est. Cost $14.34 Unrealized 0.0%
TRANSCANADA CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
POTASH CORP SASK INC 0.0%
Value ($000) $4 Shares 212 Est. Cost $33.02 Unrealized
RITE AID CORP 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.00 Unrealized
POWERSHARES ETF TRUST DYN FD & BEV 0.0%
Value ($000) $4 Shares 117 Est. Cost $34.19 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.00 Unrealized
GLD SPDR GOLD TRUSTGOLD SHS 0.0%
Value ($000) $4 Shares 32 Est. Cost $125.00 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $3 Shares 33 Est. Cost $66.28 Unrealized 0.0%
TSLA TESLA MTRS INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $13.50 Unrealized -2.6%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $3 Shares 55 Est. Cost $57.22 Unrealized -30.2%
APPLIED GENETIC TECHNOL CORP 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.00 Unrealized
CARRIZO OIL & GAS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $50.00 Unrealized
CBL & ASSOC PPTYS INC 0.0%
Value ($000) $3 Shares 280 Est. Cost $10.71 Unrealized
CHICAGO BRIDGE & IRON CO N V 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.86 Unrealized
MARKET VECTORS ETF TR GOLD MINER ETF 0.0%
Value ($000) $3 Shares 135 Est. Cost $14.93 Unrealized
HEEM ISHARES INC CUR HD MSCI EM 0.0%
Value ($000) $3 Shares 131 Est. Cost $22.90 Unrealized
DNOW NOW INC 0.0%
Value ($000) $3 Shares 165 Est. Cost $23.25 Unrealized -33.9%
WESTERN REFNG INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $50.00 Unrealized
AES AES CORP 0.0%
Value ($000) $3 Shares 232 Est. Cost $6.91 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 77 Est. Cost $35.23 Unrealized 0.0%
ET ENERGY TRANSFER EQUITY L PCOM UT LTD PTN 0.0%
Value ($000) $3 Shares 400 Est. Cost $42.50 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $3 Shares 78 Est. Cost $26.95 Unrealized 0.0%
EXPRESS SCRIPTS HLDG CO 0.0%
Value ($000) $3 Shares 49 Est. Cost $81.63 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $126.24 Unrealized 0.0%
DTRE FIRST TR FTSE EPRA/NAREIT DE 0.0%
Value ($000) $3 Shares 69 Est. Cost $43.48 Unrealized
ILF ISHARES TR LATN AMER 40 ETF 0.0%
Value ($000) $3 Shares 115 Est. Cost $26.79 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.85 Unrealized -6.9%
AEO AMERICAN EAGLE OUTFITTERS NE 0.0%
Value ($000) $2 Shares 105 Est. Cost $12.71 Unrealized -9.9%
SPEU SPDR INDEX SHS FDSSTOXX EUR 50 ETF 0.0%
Value ($000) $2 Shares 67 Est. Cost $29.85 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.0%
Value ($000) $2 Shares 62 Est. Cost $40.00 Unrealized
TBX PROSHARES TRSHT 7-10 YR TR 0.0%
Value ($000) $2 Shares 64 Est. Cost $31.25 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $74.62 Unrealized -56.6%
OCEAN PWR TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
ASIA PAC FD INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $2 Shares 51 Est. Cost $22.68 Unrealized -40.7%
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.37 Unrealized 0.0%
RYDEX ETF TRUST GUG S&P500 EWCON 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $19.83 Unrealized -53.1%
OGS ONE GAS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $42.74 Unrealized +32.0%
TWITTER INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $60.00 Unrealized
TRS TRIMAS CORP 0.0%
Value ($000) $1 Shares 55 Est. Cost $23.60 Unrealized -27.6%
SCHM SCHWAB STRATEGIC TR US MID-CAP 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
AXGN AXOGEN INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $3.44 Unrealized +47.7%
VV VANGUARD INDEX FDS LARGE CAP ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
VIACOM INC NEW 0.0%
Value ($000) $1 Shares 30 Est. Cost $50.89 Unrealized
WILHELMINA INTL INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $6.67 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $90.02 Unrealized -0.9%
MELLANOX TECHS LTD 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
HORIZON GLOBAL CORP 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
GLOBALSCAPE INC 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.54 Unrealized +11.9%
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $0 Shares 57 Est. Cost Unrealized
SEARS HLDGS CORP*W EXP 12/15/201 0.0%
Value ($000) $0 Shares 35 Est. Cost $28.57 Unrealized
CALIFORNIA RES CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
TIME INC NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
AMERICAN INTL GROUP INC*W EXP 01/19/202 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
BAC BANK AMER CORP 0.0%
Value ($000) $0 Shares 33 Est. Cost $12.90 Unrealized -15.9%
SOLARCITY CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $100.00 Unrealized
SEVENTY SEVEN ENERGY INC 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized